Release 1.93.0 (#566)

* Extend documentation for self-hosting

* Add tag "latest" to docker image

* Update changelog

.gitignore

@@ -23,6 +23,7 @@
 !.vscode/settings.json
 
 # misc
+/.angular/cache
 /.sass-cache
 /connect.lock
 /coverage

.travis.yml

@@ -3,9 +3,28 @@ git:
   depth: false
 node_js:
   - 14
-before_script:
+
-  - yarn
+services:
-script:
+  - docker
-  - yarn format:check
+
-  - yarn test
+cache: yarn
-  - yarn build:all
+
+if: (type = pull_request) OR (tag IS present)
+
+jobs:
+  include:
+    - stage: Install dependencies
+      if: type = pull_request
+      script: yarn --frozen-lockfile
+    - stage: Check formatting
+      if: type = pull_request
+      script: yarn format:check
+    - stage: Execute tests
+      if: type = pull_request
+      script: yarn test
+    - stage: Build application
+      if: type = pull_request
+      script: yarn build:all
+    - stage: Build and publish docker image
+      if: tag IS present
+      script: ./publish-docker-image.sh

.vscode/launch.json

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

CHANGELOG.md

@@ -5,6 +5,298 @@ 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).
 
+## 1.93.0 - 21.12.2021
+
+### Added
+
+- Added support for cryptocurrency _Solana_ (`SOL-USD`)
+- Extended the documentation for self-hosting with the [official Ghostfolio Docker image](https://hub.docker.com/r/ghostfolio/ghostfolio)
+
+### Fixed
+
+- Converted errors to warnings in portfolio calculator
+
+## 1.92.0 - 19.12.2021
+
+### Added
+
+- Added a line chart to the historical data view in the admin control panel
+- Supported the update of historical data in the admin control panel
+
+### Fixed
+
+- Improved the redirection on logout
+- Fixed the permission for the system status page
+
+## 1.91.0 - 18.12.2021
+
+### Changed
+
+- Removed the redundant all time high and all time low from the performance endpoint
+
+### Fixed
+
+- Fixed the symbol conversion from _Yahoo Finance_ including a hyphen
+- Fixed hidden values (`0`) in the statistics section on the about page
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.90.0 - 14.12.2021
+
+### Added
+
+- Extended the validation in the import functionality for transactions by checking the currency of the data provider service
+- Added support for cryptocurrency _Uniswap_
+- Set up pipeline for docker build
+
+### Changed
+
+- Removed the default transactions import limit
+- Improved the landing page in dark mode
+
+### Fixed
+
+- Fixed `/bin/sh: prisma: not found` in docker build
+- Added `apk` in `Dockerfile` (`python3 g++ make openssl`)
+
+## 1.89.0 - 11.12.2021
+
+### Added
+
+- Extended the data gathering by symbol endpoint with an optional date
+
+### Changed
+
+- Upgraded `Nx` from version `13.2.2` to `13.3.0`
+- Upgraded `storybook` from version `6.4.0-rc.3` to `6.4.9`
+
+## 1.88.0 - 09.12.2021
+
+### Added
+
+- Added a coupon system
+
+## 1.87.0 - 07.12.2021
+
+### Added
+
+- Supported the management of additional currencies in the admin control panel
+- Introduced the system message
+- Introduced the read only mode
+
+### Changed
+
+- Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 10 days
+- Upgraded `prisma` from version `2.30.2` to `3.6.0`
+
+## 1.86.0 - 04.12.2021
+
+### Added
+
+- Added the historical data chart of the _Fear & Greed Index_ (market mood)
+
+### Changed
+
+- Improved the historical data view in the admin control panel (hide invalid and future dates)
+- Enabled the import functionality for transactions by default
+- Converted the symbols to uppercase to avoid case-sensitive duplicates in the symbol profile model
+
+### Fixed
+
+- Improved the allocations by currency in combination with cash balances
+
+## 1.85.0 - 01.12.2021
+
+### Fixed
+
+- Fixed the data gathering of the _Fear & Greed Index_ (market mood)
+
+## 1.84.0 - 30.11.2021
+
+### Added
+
+- Exposed the data gathering by symbol as an endpoint
+
+## 1.83.0 - 29.11.2021
+
+### Changed
+
+- Removed the experimental API
+
+### Fixed
+
+- Eliminated the redundant storage of historical exchange rates
+
+## 1.82.0 - 28.11.2021
+
+### Added
+
+- Added tabs with routing to the admin control panel
+- Added a new tab to manage historical data to the admin control panel
+
+### Changed
+
+- Introduced tabs with routing to the home page
+
+## 1.81.0 - 27.11.2021
+
+### Added
+
+- Added the value to the position detail dialog
+
+### Changed
+
+- Upgraded `angular` from version `12.2.4` to `13.0.2`
+- Upgraded `angular-material-css-vars` from version `2.1.2` to `3.0.0`
+- Upgraded `nestjs` from version `7.6.18` to `8.2.3`
+- Upgraded `Nx` from version `12.8.0` to `13.2.2`
+- Upgraded `rxjs` from version `6.6.7` to `7.4.0`
+- Upgraded `storybook` from version `6.3.8` to `6.4.0-rc.3`
+
+### Fixed
+
+- Fixed the broken line charts showing value labels if openend from the allocations page
+- Fixed the click event for drafts in the transactions table
+
+## 1.80.0 - 23.11.2021
+
+### Added
+
+- Accentuated the all time high and the all time low
+
+## 1.79.0 - 21.11.2021
+
+### Added
+
+- Added the value column to the positions table
+- Added support for cryptocurrency _Algorand_
+
+### Changed
+
+- Locked the symbol input in the edit transaction dialog
+- Filtered the account selector by account type (`SECURITIES`) in the create or edit transaction dialog
+
+### Fixed
+
+- Fixed the search functionality for cryptocurrency symbols (do not show unsupported symbols)
+
+## 1.78.0 - 20.11.2021
+
+### Added
+
+- Added a testimonial section to the landing page
+
+### Fixed
+
+- Fixed the footer row border of the accounts table in dark mode
+
+## 1.77.0 - 16.11.2021
+
+### Changed
+
+- Hid the _Get Started_ button on the registration page
+
+### Fixed
+
+- Fixed the footer row of the accounts table on mobile
+- Fixed the transactions count calculation in the accounts table (exclude drafts)
+
+## 1.76.0 - 14.11.2021
+
+### Added
+
+- Added the footer row with buying power and net worth to the accounts table
+
+## 1.75.0 - 13.11.2021
+
+### Added
+
+- Added a logo to the log on the server start
+- Added the data gathering progress to the log and the admin control panel
+- Added the value column to the accounts table
+
+## 1.74.0 - 11.11.2021
+
+### Changed
+
+- Adapted the decimal places for cryptocurrencies in the position detail dialog
+- Moved the _Fear & Greed Index_ (market mood) to a new tab on the home page
+
+## 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
@@ -20,7 +312,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
-- Added support for more cryptocurrency symbols like _Avalanche_, _Polygon_, _SHIBA INU_ etc.
+- Added support for more cryptocurrency symbols like _Avalanche_, _Polygon_, _Shiba Inu_ etc.
 
 ### Changed
 
@@ -38,7 +330,7 @@ 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`)
 
 ## 1.62.0 - 17.10.2021
 
@@ -136,7 +428,7 @@ 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
 
@@ -151,7 +443,7 @@ 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
 
@@ -172,7 +464,7 @@ 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
 
@@ -294,7 +586,7 @@ 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
 
@@ -347,7 +639,7 @@ 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
 
@@ -407,7 +699,7 @@ 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 +1,52 @@
+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 apk add --no-cache python3 g++ make openssl
+RUN yarn install
+
+# 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 +81,66 @@ 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 (self-hosting)
 
 ### Prerequisites
 
+- [Docker](https://www.docker.com/products/docker-desktop)
+
+### a. Run environment
+
+Run the following command to start the Docker images from [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio):
+
+```bash
+docker-compose -f docker/docker-compose.yml up
+```
+
+### b. Build and run environment
+
+Run the following commands to build and start the Docker images:
+
+```bash
+docker-compose -f docker/docker-compose.build.yml build
+docker-compose -f docker/docker-compose.build.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_
+
+### Finalization
+
+1. Create a new user via _Get Started_
+1. Assign the role `ADMIN` to this user (directly in the database)
+1. Delete the original _Admin_ (directly in the database)
+
+### 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 +148,20 @@ 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
+### Start Server
-
-Please make sure you have completed the instructions from [_Setup_](#Setup).
-
-### Start server
 
 <ol type="a">
   <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

@@ -1,22 +1,5 @@
 {
   "version": 1,
-  "cli": {
-    "defaultCollection": "@nrwl/nest"
-  },
-  "defaultProject": "api",
-  "schematics": {
-    "@nrwl/angular:application": {
-      "linter": "eslint",
-      "unitTestRunner": "jest",
-      "e2eTestRunner": "cypress"
-    },
-    "@nrwl/angular:library": {
-      "linter": "eslint",
-      "unitTestRunner": "jest"
-    },
-    "@nrwl/nest": {},
-    "@nrwl/angular:component": {}
-  },
   "projects": {
     "api": {
       "root": "apps/api",
@@ -35,6 +18,7 @@
           },
           "configurations": {
             "production": {
+              "generatePackageJson": true,
               "optimization": true,
               "extractLicenses": true,
               "inspect": false,
@@ -68,7 +52,8 @@
           },
           "outputs": ["coverage/apps/api"]
         }
-      }
+      },
+      "tags": []
     },
     "client": {
       "projectType": "application",
@@ -99,12 +84,12 @@
               {
                 "glob": "CHANGELOG.md",
                 "input": "",
-                "output": "./"
+                "output": "./assets"
               },
               {
                 "glob": "LICENSE",
                 "input": "",
-                "output": "./"
+                "output": "./assets"
               },
               {
                 "glob": "robots.txt",
@@ -200,7 +185,8 @@
           },
           "outputs": ["coverage/apps/client"]
         }
-      }
+      },
+      "tags": []
     },
     "client-e2e": {
       "root": "apps/client-e2e",
@@ -220,7 +206,9 @@
             }
           }
         }
-      }
+      },
+      "tags": [],
+      "implicitDependencies": ["client"]
     },
     "common": {
       "root": "libs/common",
@@ -241,7 +229,8 @@
             "passWithNoTests": true
           }
         }
-      }
+      },
+      "tags": []
     },
     "ui": {
       "projectType": "library",
@@ -299,7 +288,8 @@
             }
           }
         }
-      }
+      },
+      "tags": []
     },
     "ui-e2e": {
       "root": "apps/ui-e2e",
@@ -325,7 +315,9 @@
             "lintFilePatterns": ["apps/ui-e2e/**/*.{js,ts}"]
           }
         }
-      }
+      },
+      "tags": [],
+      "implicitDependencies": ["ui"]
     }
   }
 }

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

@@ -1,9 +1,5 @@
 import { Access } from '@ghostfolio/common/interfaces';
-import {
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
@@ -39,6 +35,7 @@ export class AccessController {
       include: {
         GranteeUser: true
       },
+      orderBy: { granteeUserId: 'asc' },
       where: { userId: this.request.user.id }
     });
 
@@ -65,10 +62,7 @@ export class AccessController {
     @Body() data: CreateAccessDto
   ): Promise<AccessModel> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.createAccess)
-        getPermissions(this.request.user.role),
-        permissions.createAccess
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -85,10 +79,7 @@ export class AccessController {
   @UseGuards(AuthGuard('jwt'))
   public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.deleteAccess)
-        getPermissions(this.request.user.role),
-        permissions.deleteAccess
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),

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

@@ -24,7 +24,7 @@ export class AccessService {
     take?: number;
     cursor?: Prisma.AccessWhereUniqueInput;
     where?: Prisma.AccessWhereInput;
-    orderBy?: Prisma.AccessOrderByInput;
+    orderBy?: Prisma.AccessOrderByWithRelationInput;
   }): Promise<AccessWithGranteeUser[]> {
     const { include, skip, take, cursor, where, orderBy } = params;
 

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

@@ -1,11 +1,12 @@
+import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
 import { UserService } from '@ghostfolio/api/app/user/user.service';
-import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
 import {
-  getPermissions,
+  nullifyValuesInObject,
-  hasPermission,
+  nullifyValuesInObjects
-  permissions
+} from '@ghostfolio/api/helper/object.helper';
-} from '@ghostfolio/common/permissions';
+import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { Accounts } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
@@ -34,6 +35,7 @@ export class AccountController {
   public constructor(
     private readonly accountService: AccountService,
     private readonly impersonationService: ImpersonationService,
+    private readonly portfolioService: PortfolioService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
   ) {}
@@ -42,10 +44,7 @@ export class AccountController {
   @UseGuards(AuthGuard('jwt'))
   public async deleteAccount(@Param('id') id: string): Promise<AccountModel> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.deleteAccount)
-        getPermissions(this.request.user.role),
-        permissions.deleteAccount
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -85,30 +84,39 @@ export class AccountController {
   @UseGuards(AuthGuard('jwt'))
   public async getAllAccounts(
     @Headers('impersonation-id') impersonationId
-  ): Promise<AccountModel[]> {
+  ): Promise<Accounts> {
     const impersonationUserId =
       await this.impersonationService.validateImpersonationId(
         impersonationId,
         this.request.user.id
       );
 
-    let accounts = await this.accountService.getAccounts(
+    let accountsWithAggregations =
-      impersonationUserId || this.request.user.id
+      await this.portfolioService.getAccountsWithAggregations(
-    );
+        impersonationUserId || this.request.user.id
+      );
 
     if (
       impersonationUserId ||
       this.userService.isRestrictedView(this.request.user)
     ) {
-      accounts = nullifyValuesInObjects(accounts, [
+      accountsWithAggregations = {
-        'balance',
+        ...nullifyValuesInObject(accountsWithAggregations, [
-        'fee',
+          'totalBalance',
-        'quantity',
+          'totalValue'
-        'unitPrice'
+        ]),
-      ]);
+        accounts: nullifyValuesInObjects(accountsWithAggregations.accounts, [
+          'balance',
+          'convertedBalance',
+          'fee',
+          'quantity',
+          'unitPrice',
+          'value'
+        ])
+      };
     }
 
-    return accounts;
+    return accountsWithAggregations;
   }
 
   @Get(':id')
@@ -128,10 +136,7 @@ export class AccountController {
     @Body() data: CreateAccountDto
   ): Promise<AccountModel> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.createAccount)
-        getPermissions(this.request.user.role),
-        permissions.createAccount
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -168,10 +173,7 @@ export class AccountController {
   @UseGuards(AuthGuard('jwt'))
   public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.updateAccount)
-        getPermissions(this.request.user.role),
-        permissions.updateAccount
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),

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

@@ -1,3 +1,4 @@
+import { PortfolioModule } from '@ghostfolio/api/app/portfolio/portfolio.module';
 import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { UserModule } from '@ghostfolio/api/app/user/user.module';
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
@@ -11,16 +12,17 @@ import { AccountController } from './account.controller';
 import { AccountService } from './account.service';
 
 @Module({
+  controllers: [AccountController],
   imports: [
     ConfigurationModule,
     DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
-    RedisCacheModule,
+    PortfolioModule,
     PrismaModule,
+    RedisCacheModule,
     UserModule
   ],
-  controllers: [AccountController],
   providers: [AccountService]
 })
 export class AccountModule {}

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

@@ -40,7 +40,7 @@ export class AccountService {
     take?: number;
     cursor?: Prisma.AccountWhereUniqueInput;
     where?: Prisma.AccountWhereInput;
-    orderBy?: Prisma.AccountOrderByInput;
+    orderBy?: Prisma.AccountOrderByWithRelationInput;
   }): Promise<
     (Account & {
       Order?: Order[];
@@ -85,7 +85,15 @@ export class AccountService {
     });
 
     return accounts.map((account) => {
-      const result = { ...account, transactionCount: account.Order.length };
+      let transactionCount = 0;
+
+      for (const order of account.Order) {
+        if (!order.isDraft) {
+          transactionCount += 1;
+        }
+      }
+
+      const result = { ...account, transactionCount };
 
       delete result.Order;
 

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

@@ -1,30 +1,39 @@
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
-import { AdminData } from '@ghostfolio/common/interfaces';
+import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
+import { PropertyDto } from '@ghostfolio/api/services/property/property.dto';
 import {
-  getPermissions,
+  AdminData,
-  hasPermission,
+  AdminMarketData,
-  permissions
+  AdminMarketDataDetails
-} from '@ghostfolio/common/permissions';
+} from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
+  Body,
   Controller,
   Get,
   HttpException,
   Inject,
+  Param,
   Post,
+  Put,
   UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { DataSource, MarketData } from '@prisma/client';
+import { isDate } from 'date-fns';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
+import { UpdateMarketDataDto } from './update-market-data.dto';
 
 @Controller('admin')
 export class AdminController {
   public constructor(
     private readonly adminService: AdminService,
     private readonly dataGatheringService: DataGatheringService,
+    private readonly marketDataService: MarketDataService,
     @Inject(REQUEST) private readonly request: RequestWithUser
   ) {}
 
@@ -33,7 +42,7 @@ export class AdminController {
   public async getAdminData(): Promise<AdminData> {
     if (
       !hasPermission(
-        getPermissions(this.request.user.role),
+        this.request.user.permissions,
         permissions.accessAdminControl
       )
     ) {
@@ -51,7 +60,7 @@ export class AdminController {
   public async gatherMax(): Promise<void> {
     if (
       !hasPermission(
-        getPermissions(this.request.user.role),
+        this.request.user.permissions,
         permissions.accessAdminControl
       )
     ) {
@@ -72,7 +81,7 @@ export class AdminController {
   public async gatherProfileData(): Promise<void> {
     if (
       !hasPermission(
-        getPermissions(this.request.user.role),
+        this.request.user.permissions,
         permissions.accessAdminControl
       )
     ) {
@@ -86,4 +95,154 @@ export class AdminController {
 
     return;
   }
+
+  @Post('gather/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async gatherSymbol(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('symbol') symbol: string
+  ): Promise<void> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    this.dataGatheringService.gatherSymbol({ dataSource, symbol });
+
+    return;
+  }
+
+  @Post('gather/:dataSource/:symbol/:dateString')
+  @UseGuards(AuthGuard('jwt'))
+  public async gatherSymbolForDate(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('dateString') dateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<MarketData> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const date = new Date(dateString);
+
+    if (!isDate(date)) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    return this.dataGatheringService.gatherSymbolForDate({
+      dataSource,
+      date,
+      symbol
+    });
+  }
+
+  @Get('market-data')
+  @UseGuards(AuthGuard('jwt'))
+  public async getMarketData(): Promise<AdminMarketData> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.adminService.getMarketData();
+  }
+
+  @Get('market-data/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async getMarketDataBySymbol(
+    @Param('symbol') symbol: string
+  ): Promise<AdminMarketDataDetails> {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.adminService.getMarketDataBySymbol(symbol);
+  }
+
+  @Put('market-data/:dataSource/:symbol/:dateString')
+  @UseGuards(AuthGuard('jwt'))
+  public async update(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('dateString') dateString: string,
+    @Param('symbol') symbol: string,
+    @Body() data: UpdateMarketDataDto
+  ) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    const date = new Date(dateString);
+
+    return this.marketDataService.updateMarketData({
+      data,
+      where: {
+        date_symbol: {
+          date,
+          symbol
+        }
+      }
+    });
+  }
+
+  @Put('settings/:key')
+  @UseGuards(AuthGuard('jwt'))
+  public async updateProperty(
+    @Param('key') key: string,
+    @Body() data: PropertyDto
+  ) {
+    if (
+      !hasPermission(
+        this.request.user.permissions,
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return await this.adminService.putSetting(key, data.value);
+  }
 }

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

@@ -3,7 +3,9 @@ import { ConfigurationModule } from '@ghostfolio/api/services/configuration.modu
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
+import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { Module } from '@nestjs/common';
 
 import { AdminController } from './admin.controller';
@@ -15,7 +17,9 @@ import { AdminService } from './admin.service';
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
+    MarketDataModule,
     PrismaModule,
+    PropertyModule,
     SubscriptionModule
   ],
   controllers: [AdminController],

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

@@ -2,10 +2,17 @@ import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscripti
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { baseCurrency } from '@ghostfolio/common/config';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
-import { AdminData } from '@ghostfolio/common/interfaces';
+import { PROPERTY_CURRENCIES, baseCurrency } from '@ghostfolio/common/config';
+import {
+  AdminData,
+  AdminMarketData,
+  AdminMarketDataDetails
+} from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
+import { Property } from '@prisma/client';
 import { differenceInDays } from 'date-fns';
 
 @Injectable()
@@ -14,12 +21,16 @@ export class AdminService {
     private readonly configurationService: ConfigurationService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
+    private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService
   ) {}
 
   public async get(): Promise<AdminData> {
     return {
+      dataGatheringProgress:
+        await this.dataGatheringService.getDataGatheringProgress(),
       exchangeRates: this.exchangeRateDataService
         .getCurrencies()
         .filter((currency) => {
@@ -37,12 +48,55 @@ export class AdminService {
           };
         }),
       lastDataGathering: await this.getLastDataGathering(),
+      settings: await this.propertyService.get(),
       transactionCount: await this.prismaService.order.count(),
       userCount: await this.prismaService.user.count(),
       users: await this.getUsersWithAnalytics()
     };
   }
 
+  public async getMarketData(): Promise<AdminMarketData> {
+    return {
+      marketData: await (
+        await this.dataGatheringService.getSymbolsMax()
+      ).map((symbol) => {
+        return symbol;
+      })
+    };
+  }
+
+  public async getMarketDataBySymbol(
+    aSymbol: string
+  ): Promise<AdminMarketDataDetails> {
+    return {
+      marketData: await this.marketDataService.marketDataItems({
+        orderBy: {
+          date: 'asc'
+        },
+        where: {
+          symbol: aSymbol
+        }
+      })
+    };
+  }
+
+  public async putSetting(key: string, value: string) {
+    let response: Property;
+
+    if (value === '') {
+      response = await this.propertyService.delete({ key });
+    } else {
+      response = await this.propertyService.put({ key, value });
+    }
+
+    if (key === PROPERTY_CURRENCIES) {
+      await this.exchangeRateDataService.initialize();
+      await this.dataGatheringService.reset();
+    }
+
+    return response;
+  }
+
   private async getLastDataGathering() {
     const lastDataGathering =
       await this.dataGatheringService.getLastDataGathering();
@@ -58,7 +112,7 @@ export class AdminService {
       return 'IN_PROGRESS';
     }
 
-    return null;
+    return undefined;
   }
 
   private async getUsersWithAnalytics(): Promise<AdminData['users']> {

apps/api/src/app/admin/update-market-data.dto.ts

@@ -0,0 +1,6 @@
+import { IsNumber } from 'class-validator';
+
+export class UpdateMarketDataDto {
+  @IsNumber()
+  marketPrice: number;
+}

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

@@ -19,7 +19,6 @@ import { AdminModule } from './admin/admin.module';
 import { AppController } from './app.controller';
 import { AuthModule } from './auth/auth.module';
 import { CacheModule } from './cache/cache.module';
-import { ExperimentalModule } from './experimental/experimental.module';
 import { ExportModule } from './export/export.module';
 import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
@@ -42,7 +41,6 @@ import { UserModule } from './user/user.module';
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    ExperimentalModule,
     ExportModule,
     ImportModule,
     InfoModule,

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

@@ -1,9 +1,5 @@
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
-import {
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
@@ -29,7 +25,7 @@ export class AuthDeviceController {
   public async deleteAuthDevice(@Param('id') id: string): Promise<void> {
     if (
       !hasPermission(
-        getPermissions(this.request.user.role),
+        this.request.user.permissions,
         permissions.deleteAuthDevice
       )
     ) {

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

@@ -23,7 +23,7 @@ export class AuthDeviceService {
     take?: number;
     cursor?: Prisma.AuthDeviceWhereUniqueInput;
     where?: Prisma.AuthDeviceWhereInput;
-    orderBy?: Prisma.AuthDeviceOrderByInput;
+    orderBy?: Prisma.AuthDeviceOrderByWithRelationInput;
   }): Promise<AuthDevice[]> {
     const { skip, take, cursor, where, orderBy } = params;
     return this.prismaService.authDevice.findMany({

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

@@ -1,7 +1,7 @@
 import { AuthDeviceService } from '@ghostfolio/api/app/auth-device/auth-device.service';
 import { WebAuthService } from '@ghostfolio/api/app/auth/web-auth.service';
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
-import { UserService } from '@ghostfolio/api/app/user/user.service';
+import { UserModule } from '@ghostfolio/api/app/user/user.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { Module } from '@nestjs/common';
@@ -19,7 +19,8 @@ import { JwtStrategy } from './jwt.strategy';
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '180 days' }
     }),
-    SubscriptionModule
+    SubscriptionModule,
+    UserModule
   ],
   providers: [
     AuthDeviceService,
@@ -28,7 +29,6 @@ import { JwtStrategy } from './jwt.strategy';
     GoogleStrategy,
     JwtStrategy,
     PrismaService,
-    UserService,
     WebAuthService
   ]
 })

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) {
+    } catch (error) {
-      console.error(err);
+      Logger.error(error);
-      done(err, false);
+      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

@@ -6,6 +6,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 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';
@@ -15,7 +16,8 @@ import { CacheController } from './cache.controller';
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    RedisCacheModule
+    RedisCacheModule,
+    SymbolProfileModule
   ],
   controllers: [CacheController],
   providers: [

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

@@ -1,22 +0,0 @@
-import { Type } from '@prisma/client';
-import { IsISO8601, IsNumber, IsString } from 'class-validator';
-
-export class CreateOrderDto {
-  @IsString()
-  currency: string;
-
-  @IsISO8601()
-  date: string;
-
-  @IsNumber()
-  quantity: number;
-
-  @IsString()
-  symbol: string;
-
-  @IsString()
-  type: Type;
-
-  @IsNumber()
-  unitPrice: number;
-}

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

@@ -1,69 +0,0 @@
-import { baseCurrency, benchmarks } from '@ghostfolio/common/config';
-import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { isApiTokenAuthorized } from '@ghostfolio/common/permissions';
-import type { RequestWithUser } from '@ghostfolio/common/types';
-import {
-  Body,
-  Controller,
-  Get,
-  Headers,
-  HttpException,
-  Inject,
-  Param,
-  Post
-} from '@nestjs/common';
-import { REQUEST } from '@nestjs/core';
-import { parse } from 'date-fns';
-import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-
-import { CreateOrderDto } from './create-order.dto';
-import { ExperimentalService } from './experimental.service';
-import { Data } from './interfaces/data.interface';
-
-@Controller('experimental')
-export class ExperimentalController {
-  public constructor(
-    private readonly experimentalService: ExperimentalService,
-    @Inject(REQUEST) private readonly request: RequestWithUser
-  ) {}
-
-  @Get('benchmarks')
-  public async getBenchmarks(
-    @Headers('Authorization') apiToken: string
-  ): Promise<string[]> {
-    if (!isApiTokenAuthorized(apiToken)) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    return benchmarks.map(({ symbol }) => {
-      return symbol;
-    });
-  }
-
-  @Get('benchmarks/:symbol')
-  public async getBenchmark(
-    @Headers('Authorization') apiToken: string,
-    @Param('symbol') symbol: string
-  ): Promise<{ date: Date; marketPrice: number }[]> {
-    if (!isApiTokenAuthorized(apiToken)) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    const marketData = await this.experimentalService.getBenchmark(symbol);
-
-    if (marketData?.length === 0) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.NOT_FOUND),
-        StatusCodes.NOT_FOUND
-      );
-    }
-
-    return marketData;
-  }
-}

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

@@ -1,23 +0,0 @@
-import { AccountService } from '@ghostfolio/api/app/account/account.service';
-import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
-import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
-import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
-import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
-import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
-import { Module } from '@nestjs/common';
-
-import { ExperimentalController } from './experimental.controller';
-import { ExperimentalService } from './experimental.service';
-
-@Module({
-  imports: [
-    ConfigurationModule,
-    DataProviderModule,
-    ExchangeRateDataModule,
-    RedisCacheModule,
-    PrismaModule
-  ],
-  controllers: [ExperimentalController],
-  providers: [AccountService, ExperimentalService]
-})
-export class ExperimentalModule {}

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

@@ -1,23 +0,0 @@
-import { AccountService } from '@ghostfolio/api/app/account/account.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 { Injectable } from '@nestjs/common';
-
-@Injectable()
-export class ExperimentalService {
-  public constructor(
-    private readonly accountService: AccountService,
-    private readonly dataProviderService: DataProviderService,
-    private readonly exchangeRateDataService: ExchangeRateDataService,
-    private readonly prismaService: PrismaService
-  ) {}
-
-  public async getBenchmark(aSymbol: string) {
-    return this.prismaService.marketData.findMany({
-      orderBy: { date: 'asc' },
-      select: { date: true, marketPrice: true },
-      where: { symbol: aSymbol }
-    });
-  }
-}

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

@@ -1,4 +0,0 @@
-export interface Data {
-  currency: string;
-  value: number;
-}

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/import/import.service.ts

@@ -1,4 +1,5 @@
 import { OrderService } from '@ghostfolio/api/app/order/order.service';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { Injectable } from '@nestjs/common';
 import { Order } from '@prisma/client';
@@ -6,9 +7,8 @@ import { isSameDay, parseISO } from 'date-fns';
 
 @Injectable()
 export class ImportService {
-  private static MAX_ORDERS_TO_IMPORT = 20;
-
   public constructor(
+    private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
     private readonly orderService: OrderService
   ) {}
@@ -59,8 +59,14 @@ export class ImportService {
     orders: Partial<Order>[];
     userId: string;
   }) {
-    if (orders?.length > ImportService.MAX_ORDERS_TO_IMPORT) {
+    if (
-      throw new Error('Too many transactions');
+      orders?.length > this.configurationService.get('MAX_ORDERS_TO_IMPORT')
+    ) {
+      throw new Error(
+        `Too many transactions (${this.configurationService.get(
+          'MAX_ORDERS_TO_IMPORT'
+        )} at most)`
+      );
     }
 
     const existingOrders = await this.orderService.orders({
@@ -98,6 +104,12 @@ export class ImportService {
           `orders.${index}.symbol ("${symbol}") is not valid for the specified data source ("${dataSource}")`
         );
       }
+
+      if (result[symbol].currency !== currency) {
+        throw new Error(
+          `orders.${index}.currency ("${currency}") does not match with "${result[symbol].currency}"`
+        );
+      }
     }
   }
 }

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

@@ -1,9 +1,12 @@
+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 { PropertyModule } from '@ghostfolio/api/services/property/property.module';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -18,7 +21,10 @@ import { InfoService } from './info.service';
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
-    })
+    }),
+    PropertyModule,
+    RedisCacheModule,
+    SymbolProfileModule
   ],
   controllers: [InfoController],
   providers: [

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

@@ -1,18 +1,27 @@
+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 { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import {
+  PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_STRIPE_CONFIG,
+  PROPERTY_SYSTEM_MESSAGE
+} from '@ghostfolio/common/config';
 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';
 
 @Injectable()
 export class InfoService {
+  private static CACHE_KEY_STATISTICS = 'STATISTICS';
   private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
 
   public constructor(
@@ -21,15 +30,19 @@ 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 propertyService: PropertyService,
+    private readonly redisCacheService: RedisCacheService
   ) {}
 
   public async get(): Promise<InfoItem> {
     const info: Partial<InfoItem> = {};
+    let isReadOnlyMode: boolean;
     const platforms = await this.prismaService.platform.findMany({
       orderBy: { name: 'asc' },
       select: { id: true, name: true }
     });
+    let systemMessage: string;
 
     const globalPermissions: string[] = [];
 
@@ -41,6 +54,12 @@ export class InfoService {
       globalPermissions.push(permissions.enableImport);
     }
 
+    if (this.configurationService.get('ENABLE_FEATURE_READ_ONLY_MODE')) {
+      isReadOnlyMode = (await this.propertyService.getByKey(
+        PROPERTY_IS_READ_ONLY_MODE
+      )) as boolean;
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SOCIAL_LOGIN')) {
       globalPermissions.push(permissions.enableSocialLogin);
     }
@@ -55,10 +74,20 @@ export class InfoService {
       info.stripePublicKey = this.configurationService.get('STRIPE_PUBLIC_KEY');
     }
 
+    if (this.configurationService.get('ENABLE_FEATURE_SYSTEM_MESSAGE')) {
+      globalPermissions.push(permissions.enableSystemMessage);
+
+      systemMessage = (await this.propertyService.getByKey(
+        PROPERTY_SYSTEM_MESSAGE
+      )) as string;
+    }
+
     return {
       ...info,
       globalPermissions,
+      isReadOnlyMode,
       platforms,
+      systemMessage,
       currencies: this.exchangeRateDataService.getCurrencies(),
       demoAuthToken: this.getDemoAuthToken(),
       lastDataGathering: await this.getLastDataGathering(),
@@ -109,7 +138,7 @@ export class InfoService {
       const contributors = await get();
       return contributors?.length;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return undefined;
     }
@@ -130,12 +159,34 @@ 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 +205,40 @@ 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[]> {
@@ -173,7 +247,7 @@ export class InfoService {
     }
 
     const stripeConfig = await this.prismaService.property.findUnique({
-      where: { key: 'STRIPE_CONFIG' }
+      where: { key: PROPERTY_STRIPE_CONFIG }
     });
 
     if (stripeConfig) {

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

@@ -1,11 +1,7 @@
 import { UserService } from '@ghostfolio/api/app/user/user.service';
 import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import {
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
@@ -43,10 +39,7 @@ export class OrderController {
   @UseGuards(AuthGuard('jwt'))
   public async deleteOrder(@Param('id') id: string): Promise<OrderModel> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.deleteOrder)
-        getPermissions(this.request.user.role),
-        permissions.deleteOrder
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -115,10 +108,7 @@ export class OrderController {
   @UseGuards(AuthGuard('jwt'))
   public async createOrder(@Body() data: CreateOrderDto): Promise<OrderModel> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.createOrder)
-        getPermissions(this.request.user.role),
-        permissions.createOrder
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -161,10 +151,7 @@ export class OrderController {
   @UseGuards(AuthGuard('jwt'))
   public async update(@Param('id') id: string, @Body() data: UpdateOrderDto) {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.updateOrder)
-        getPermissions(this.request.user.role),
-        permissions.updateOrder
-      )
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),

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

@@ -28,7 +28,7 @@ export class OrderService {
     take?: number;
     cursor?: Prisma.OrderWhereUniqueInput;
     where?: Prisma.OrderWhereInput;
-    orderBy?: Prisma.OrderOrderByInput;
+    orderBy?: Prisma.OrderOrderByWithRelationInput;
   }): Promise<OrderWithAccount[]> {
     const { include, skip, take, cursor, where, orderBy } = params;
 
@@ -45,19 +45,22 @@ export class OrderService {
   public async createOrder(data: Prisma.OrderCreateInput): Promise<Order> {
     const isDraft = isAfter(data.date as Date, endOfToday());
 
+    // Convert the symbol to uppercase to avoid case-sensitive duplicates
+    const symbol = data.symbol.toUpperCase();
+
     if (!isDraft) {
       // Gather symbol data of order in the background, if not draft
       this.dataGatheringService.gatherSymbols([
         {
+          symbol,
           dataSource: data.dataSource,
-          date: <Date>data.date,
+          date: <Date>data.date
-          symbol: data.symbol
         }
       ]);
     }
 
     this.dataGatheringService.gatherProfileData([
-      { dataSource: data.dataSource, symbol: data.symbol }
+      { symbol, dataSource: data.dataSource }
     ]);
 
     await this.cacheService.flush();
@@ -65,7 +68,8 @@ export class OrderService {
     return this.prismaService.order.create({
       data: {
         ...data,
-        isDraft
+        isDraft,
+        symbol
       }
     });
   }

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

@@ -1,11 +1,11 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { DataSource, MarketData } from '@prisma/client';
 
 import { CurrentRateService } from './current-rate.service';
-import { MarketDataService } from './market-data.service';
 
-jest.mock('./market-data.service', () => {
+jest.mock('@ghostfolio/api/services/market-data.service', () => {
   return {
     MarketDataService: jest.fn().mockImplementation(() => {
       return {
@@ -73,7 +73,7 @@ describe('CurrentRateService', () => {
 
   beforeAll(async () => {
     dataProviderService = new DataProviderService(null, [], null);
-    exchangeRateDataService = new ExchangeRateDataService(null, null);
+    exchangeRateDataService = new ExchangeRateDataService(null, null, null);
     marketDataService = new MarketDataService(null);
 
     await exchangeRateDataService.initialize();

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

@@ -1,5 +1,6 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
+import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { resetHours } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
 import { isBefore, isToday } from 'date-fns';
@@ -8,7 +9,6 @@ import { flatten } from 'lodash';
 import { GetValueObject } from './interfaces/get-value-object.interface';
 import { GetValueParams } from './interfaces/get-value-params.interface';
 import { GetValuesParams } from './interfaces/get-values-params.interface';
-import { MarketDataService } from './market-data.service';
 
 @Injectable()
 export class CurrentRateService {

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

@@ -1,5 +1,4 @@
-import { OrderType } from '@ghostfolio/api/models/order-type';
+import { DataSource, Type as TypeOfOrder } from '@prisma/client';
-import { DataSource } from '@prisma/client';
 import Big from 'big.js';
 
 export interface PortfolioOrder {
@@ -10,6 +9,6 @@ export interface PortfolioOrder {
   name: string;
   quantity: Big;
   symbol: string;
-  type: OrderType;
+  type: TypeOfOrder;
   unitPrice: Big;
 }

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

@@ -1,4 +1,8 @@
+import { AssetClass, AssetSubClass } from '@prisma/client';
+
 export interface PortfolioPositionDetail {
+  assetClass?: AssetClass;
+  assetSubClass?: AssetSubClass;
   averagePrice: number;
   currency: string;
   firstBuyDate: string;
@@ -15,6 +19,13 @@ export interface PortfolioPositionDetail {
   quantity: number;
   symbol: string;
   transactionCount: number;
+  value: number;
+}
+
+export interface HistoricalDataContainer {
+  isAllTimeHigh: boolean;
+  isAllTimeLow: boolean;
+  items: HistoricalDataItem[];
 }
 
 export interface HistoricalDataItem {

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

@@ -0,0 +1,8 @@
+import { TimelinePeriod } from '@ghostfolio/api/app/portfolio/interfaces/timeline-period.interface';
+import Big from 'big.js';
+
+export interface TimelineInfoInterface {
+  maxNetPerformance: Big;
+  minNetPerformance: Big;
+  timelinePeriods: TimelinePeriod[];
+}

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

@@ -1,4 +1,3 @@
-import { OrderType } from '@ghostfolio/api/models/order-type';
 import { parseDate, resetHours } from '@ghostfolio/common/helper';
 import { DataSource } from '@prisma/client';
 import Big from 'big.js';
@@ -155,7 +154,7 @@ describe('PortfolioCalculator', () => {
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
           quantity: new Big('10'),
           symbol: 'VTI',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('144.38'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -166,7 +165,7 @@ describe('PortfolioCalculator', () => {
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
           quantity: new Big('10'),
           symbol: 'VTI',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('147.99'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -177,7 +176,7 @@ describe('PortfolioCalculator', () => {
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
           quantity: new Big('15'),
           symbol: 'VTI',
-          type: OrderType.Sell,
+          type: 'SELL',
           unitPrice: new Big('151.41'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -248,7 +247,7 @@ describe('PortfolioCalculator', () => {
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
           quantity: new Big('10'),
           symbol: 'VTI',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('144.38'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -259,7 +258,7 @@ describe('PortfolioCalculator', () => {
           name: 'Something else',
           quantity: new Big('10'),
           symbol: 'VTX',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('147.99'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -270,7 +269,7 @@ describe('PortfolioCalculator', () => {
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
           quantity: new Big('5'),
           symbol: 'VTI',
-          type: OrderType.Sell,
+          type: 'SELL',
           unitPrice: new Big('151.41'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -360,7 +359,7 @@ describe('PortfolioCalculator', () => {
           name: 'Vanguard Total Stock Market Index Fund ETF Shares',
           quantity: new Big('20'),
           symbol: 'VTI',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('197.15'),
           fee: new Big(0)
         }
@@ -462,7 +461,7 @@ describe('PortfolioCalculator', () => {
           name: 'Amazon.com, Inc.',
           quantity: new Big('5'),
           symbol: 'AMZN',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('2021.99'),
           fee: new Big(0)
         }
@@ -617,7 +616,7 @@ describe('PortfolioCalculator', () => {
           name: 'Amazon.com, Inc.',
           quantity: new Big('5'),
           symbol: 'AMZN',
-          type: OrderType.Buy,
+          type: 'BUY',
           unitPrice: new Big('2021.99'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -628,7 +627,7 @@ describe('PortfolioCalculator', () => {
           name: 'Amazon.com, Inc.',
           quantity: new Big('5'),
           symbol: 'AMZN',
-          type: OrderType.Sell,
+          type: 'SELL',
           unitPrice: new Big('2412.23'),
           currency: 'USD',
           dataSource: DataSource.YAHOO,
@@ -1502,11 +1501,11 @@ describe('PortfolioCalculator', () => {
           accuracy: 'year'
         }
       ];
-      const timeline: TimelinePeriod[] =
+      const timelineInfo = await portfolioCalculator.calculateTimeline(
-        await portfolioCalculator.calculateTimeline(
+        timelineSpecification,
-          timelineSpecification,
+        '2021-06-30'
-          '2021-06-30'
+      );
-        );
+      const timeline: TimelinePeriod[] = timelineInfo.timelinePeriods;
 
       expect(timeline).toEqual([
         {
@@ -1622,11 +1621,11 @@ describe('PortfolioCalculator', () => {
           accuracy: 'year'
         }
       ];
-      const timeline: TimelinePeriod[] =
+      const timelineInfo = await portfolioCalculator.calculateTimeline(
-        await portfolioCalculator.calculateTimeline(
+        timelineSpecification,
-          timelineSpecification,
+        '2021-06-30'
-          '2021-06-30'
+      );
-        );
+      const timeline: TimelinePeriod[] = timelineInfo.timelinePeriods;
 
       expect(timeline).toEqual([
         {
@@ -1665,11 +1664,11 @@ describe('PortfolioCalculator', () => {
           accuracy: 'month'
         }
       ];
-      const timeline: TimelinePeriod[] =
+      const timelineInfo = await portfolioCalculator.calculateTimeline(
-        await portfolioCalculator.calculateTimeline(
+        timelineSpecification,
-          timelineSpecification,
+        '2021-06-30'
-          '2021-06-30'
+      );
-        );
+      const timeline: TimelinePeriod[] = timelineInfo.timelinePeriods;
 
       expect(timeline).toEqual([
         {
@@ -1883,6 +1882,9 @@ describe('PortfolioCalculator', () => {
           value: new Big('3186.9') // 15 * (144.38 + days=851 * 0.08)
         }
       ]);
+
+      expect(timelineInfo.maxNetPerformance).toEqual(new Big('547.9'));
+      expect(timelineInfo.minNetPerformance).toEqual(new Big('0'));
     });
 
     it('with yearly and monthly mixed', async () => {
@@ -1901,11 +1903,11 @@ describe('PortfolioCalculator', () => {
           accuracy: 'month'
         }
       ];
-      const timeline: TimelinePeriod[] =
+      const timelineInfo = await portfolioCalculator.calculateTimeline(
-        await portfolioCalculator.calculateTimeline(
+        timelineSpecification,
-          timelineSpecification,
+        '2021-06-30'
-          '2021-06-30'
+      );
-        );
+      const timeline: TimelinePeriod[] = timelineInfo.timelinePeriods;
 
       expect(timeline).toEqual([
         {
@@ -1987,11 +1989,11 @@ describe('PortfolioCalculator', () => {
           accuracy: 'day'
         }
       ];
-      const timeline: TimelinePeriod[] =
+      const timelineInfo = await portfolioCalculator.calculateTimeline(
-        await portfolioCalculator.calculateTimeline(
+        timelineSpecification,
-          timelineSpecification,
+        '2021-06-30'
-          '2021-06-30'
+      );
-        );
+      const timeline: TimelinePeriod[] = timelineInfo.timelinePeriods;
 
       expect(timeline).toEqual(
         expect.objectContaining([
@@ -2296,11 +2298,11 @@ describe('PortfolioCalculator', () => {
           accuracy: 'year'
         }
       ];
-      const timeline: TimelinePeriod[] =
+      const timelineInfo = await portfolioCalculator.calculateTimeline(
-        await portfolioCalculator.calculateTimeline(
+        timelineSpecification,
-          timelineSpecification,
+        '2020-01-01'
-          '2020-01-01'
+      );
-        );
+      const timeline: TimelinePeriod[] = timelineInfo.timelinePeriods;
 
       expect(timeline).toEqual([
         {
@@ -2388,7 +2390,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
     name: 'Tesla, Inc.',
     quantity: new Big('50'),
     symbol: 'TSLA',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('42.97'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2399,7 +2401,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
     name: 'Bitcoin USD',
     quantity: new Big('0.5614682'),
     symbol: 'BTCUSD',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('3562.089535970158'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2410,7 +2412,7 @@ const ordersMixedSymbols: PortfolioOrder[] = [
     name: 'Amazon.com, Inc.',
     quantity: new Big('5'),
     symbol: 'AMZN',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('2021.99'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2424,7 +2426,7 @@ const ordersVTI: PortfolioOrder[] = [
     name: 'Vanguard Total Stock Market Index Fund ETF Shares',
     quantity: new Big('10'),
     symbol: 'VTI',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('144.38'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2435,7 +2437,7 @@ const ordersVTI: PortfolioOrder[] = [
     name: 'Vanguard Total Stock Market Index Fund ETF Shares',
     quantity: new Big('10'),
     symbol: 'VTI',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('147.99'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2446,7 +2448,7 @@ const ordersVTI: PortfolioOrder[] = [
     name: 'Vanguard Total Stock Market Index Fund ETF Shares',
     quantity: new Big('15'),
     symbol: 'VTI',
-    type: OrderType.Sell,
+    type: 'SELL',
     unitPrice: new Big('151.41'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2457,7 +2459,7 @@ const ordersVTI: PortfolioOrder[] = [
     name: 'Vanguard Total Stock Market Index Fund ETF Shares',
     quantity: new Big('10'),
     symbol: 'VTI',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('177.69'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,
@@ -2468,7 +2470,7 @@ const ordersVTI: PortfolioOrder[] = [
     name: 'Vanguard Total Stock Market Index Fund ETF Shares',
     quantity: new Big('10'),
     symbol: 'VTI',
-    type: OrderType.Buy,
+    type: 'BUY',
     unitPrice: new Big('203.15'),
     currency: 'USD',
     dataSource: DataSource.YAHOO,

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

@@ -1,7 +1,9 @@
-import { OrderType } from '@ghostfolio/api/models/order-type';
+import { TimelineInfoInterface } from '@ghostfolio/api/app/portfolio/interfaces/timeline-info.interface';
 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 { Type as TypeOfOrder } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
@@ -236,9 +238,7 @@ export class PortfolioCalculator {
         if (!marketSymbolMap[nextDate]?.[item.symbol]) {
           invalidSymbols.push(item.symbol);
           hasErrors = true;
-          console.error(
+          Logger.warn(`Missing value for symbol ${item.symbol} at ${nextDate}`);
-            `Missing value for symbol ${item.symbol} at ${nextDate}`
-          );
           continue;
         }
         let lastInvestment: Big = new Big(0);
@@ -269,7 +269,7 @@ export class PortfolioCalculator {
           if (!initialValue) {
             invalidSymbols.push(item.symbol);
             hasErrors = true;
-            console.error(
+            Logger.warn(
               `Missing value for symbol ${item.symbol} at ${currentDate}`
             );
             continue;
@@ -364,16 +364,20 @@ export class PortfolioCalculator {
   public async calculateTimeline(
     timelineSpecification: TimelineSpecification[],
     endDate: string
-  ): Promise<TimelinePeriod[]> {
+  ): Promise<TimelineInfoInterface> {
     if (timelineSpecification.length === 0) {
-      return [];
+      return {
+        maxNetPerformance: new Big(0),
+        minNetPerformance: new Big(0),
+        timelinePeriods: []
+      };
     }
 
     const startDate = timelineSpecification[0].start;
     const start = parseDate(startDate);
     const end = parseDate(endDate);
 
-    const timelinePeriodPromises: Promise<TimelinePeriod[]>[] = [];
+    const timelinePeriodPromises: Promise<TimelineInfoInterface>[] = [];
     let i = 0;
     let j = -1;
     for (
@@ -416,11 +420,40 @@ export class PortfolioCalculator {
       }
     }
 
-    const timelinePeriods: TimelinePeriod[][] = await Promise.all(
+    const timelineInfoInterfaces: TimelineInfoInterface[] = await Promise.all(
       timelinePeriodPromises
     );
+    const minNetPerformance = timelineInfoInterfaces
+      .map((timelineInfo) => timelineInfo.minNetPerformance)
+      .filter((performance) => performance !== null)
+      .reduce((minPerformance, current) => {
+        if (minPerformance.lt(current)) {
+          return minPerformance;
+        } else {
+          return current;
+        }
+      });
 
-    return flatten(timelinePeriods);
+    const maxNetPerformance = timelineInfoInterfaces
+      .map((timelineInfo) => timelineInfo.maxNetPerformance)
+      .filter((performance) => performance !== null)
+      .reduce((maxPerformance, current) => {
+        if (maxPerformance.gt(current)) {
+          return maxPerformance;
+        } else {
+          return current;
+        }
+      });
+
+    const timelinePeriods = timelineInfoInterfaces.map(
+      (timelineInfo) => timelineInfo.timelinePeriods
+    );
+
+    return {
+      maxNetPerformance,
+      minNetPerformance,
+      timelinePeriods: flatten(timelinePeriods)
+    };
   }
 
   private calculateOverallPerformance(
@@ -480,8 +513,8 @@ export class PortfolioCalculator {
           currentPosition.netPerformancePercentage.mul(currentInitialValue)
         );
       } else if (!currentPosition.quantity.eq(0)) {
-        console.error(
+        Logger.warn(
-          `Initial value is missing for symbol ${currentPosition.symbol}`
+          `Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`
         );
         hasErrors = true;
       }
@@ -512,7 +545,7 @@ export class PortfolioCalculator {
     j: number,
     startDate: Date,
     endDate: Date
-  ): Promise<TimelinePeriod[]> {
+  ): Promise<TimelineInfoInterface> {
     let investment: Big = new Big(0);
     let fees: Big = new Big(0);
 
@@ -546,7 +579,7 @@ export class PortfolioCalculator {
             userCurrency: this.currency
           });
         } catch (error) {
-          console.error(
+          Logger.error(
             `Failed to fetch info for date ${startDate} with exception`,
             error
           );
@@ -568,6 +601,8 @@ export class PortfolioCalculator {
     }
 
     const results: TimelinePeriod[] = [];
+    let maxNetPerformance: Big = null;
+    let minNetPerformance: Big = null;
     for (
       let currentDate = startDate;
       isBefore(currentDate, endDate);
@@ -591,28 +626,46 @@ export class PortfolioCalculator {
       }
       if (!invalid) {
         const grossPerformance = value.minus(investment);
+        const netPerformance = grossPerformance.minus(fees);
+        if (
+          minNetPerformance === null ||
+          minNetPerformance.gt(netPerformance)
+        ) {
+          minNetPerformance = netPerformance;
+        }
+        if (
+          maxNetPerformance === null ||
+          maxNetPerformance.lt(netPerformance)
+        ) {
+          maxNetPerformance = netPerformance;
+        }
+
         const result = {
           grossPerformance,
           investment,
+          netPerformance,
           value,
-          date: currentDateAsString,
+          date: currentDateAsString
-          netPerformance: grossPerformance.minus(fees)
         };
         results.push(result);
       }
     }
 
-    return results;
+    return {
+      maxNetPerformance,
+      minNetPerformance,
+      timelinePeriods: results
+    };
   }
 
-  private getFactor(type: OrderType) {
+  private getFactor(type: TypeOfOrder) {
     let factor: number;
 
     switch (type) {
-      case OrderType.Buy:
+      case 'BUY':
         factor = 1;
         break;
-      case OrderType.Sell:
+      case 'SELL':
         factor = -1;
         break;
       default:

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

@@ -8,6 +8,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { baseCurrency } from '@ghostfolio/common/config';
 import {
+  PortfolioChart,
   PortfolioDetails,
   PortfolioPerformance,
   PortfolioPublicDetails,
@@ -32,10 +33,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import {
+import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
-  HistoricalDataItem,
-  PortfolioPositionDetail
-} from './interfaces/portfolio-position-detail.interface';
 import { PortfolioPositions } from './interfaces/portfolio-positions.interface';
 import { PortfolioService } from './portfolio.service';
 
@@ -92,12 +90,14 @@ export class PortfolioController {
     @Headers('impersonation-id') impersonationId,
     @Query('range') range,
     @Res() res: Response
-  ): Promise<HistoricalDataItem[]> {
+  ): Promise<PortfolioChart> {
-    let chartData = await this.portfolioService.getChart(
+    const historicalDataContainer = await this.portfolioService.getChart(
       impersonationId,
       range
     );
 
+    let chartData = historicalDataContainer.items;
+
     let hasNullValue = false;
 
     chartData.forEach((chartDataItem) => {
@@ -130,7 +130,11 @@ export class PortfolioController {
       });
     }
 
-    return <any>res.json(chartData);
+    return <any>res.json({
+      chart: chartData,
+      isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
+      isAllTimeLow: historicalDataContainer.isAllTimeLow
+    });
   }
 
   @Get('details')
@@ -266,18 +270,27 @@ export class PortfolioController {
     @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: {}
     };
 
@@ -298,9 +311,10 @@ export class PortfolioController {
       if (portfolioPosition.assetClass === 'EQUITY') {
         portfolioPublicDetails.holdings[symbol] = {
           allocationCurrent: portfolioPosition.allocationCurrent,
-          countries: [],
+          countries: hasDetails ? portfolioPosition.countries : [],
+          currency: portfolioPosition.currency,
           name: portfolioPosition.name,
-          sectors: [],
+          sectors: hasDetails ? portfolioPosition.sectors : [],
           value: portfolioPosition.value / totalValue
         };
       }
@@ -356,7 +370,8 @@ export class PortfolioController {
           'grossPerformance',
           'investment',
           'netPerformance',
-          'quantity'
+          'quantity',
+          'value'
         ]);
       }
 

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

@@ -7,17 +7,18 @@ import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.mod
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data.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';
-import { MarketDataService } from './market-data.service';
 import { PortfolioController } from './portfolio.controller';
 import { PortfolioService } from './portfolio.service';
 import { RulesService } from './rules.service';
 
 @Module({
+  exports: [PortfolioService],
   imports: [
     AccessModule,
     ConfigurationModule,
@@ -25,18 +26,18 @@ import { RulesService } from './rules.service';
     DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
+    MarketDataModule,
     OrderModule,
     PrismaModule,
+    SymbolProfileModule,
     UserModule
   ],
   controllers: [PortfolioController],
   providers: [
     AccountService,
     CurrentRateService,
-    MarketDataService,
     PortfolioService,
-    RulesService,
+    RulesService
-    SymbolProfileService
   ]
 })
 export class PortfolioModule {}

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

@@ -1,5 +1,3 @@
-// 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';
@@ -8,7 +6,6 @@ import { PortfolioOrder } from '@ghostfolio/api/app/portfolio/interfaces/portfol
 import { TimelineSpecification } from '@ghostfolio/api/app/portfolio/interfaces/timeline-specification.interface';
 import { TransactionPoint } from '@ghostfolio/api/app/portfolio/interfaces/transaction-point.interface';
 import { PortfolioCalculator } from '@ghostfolio/api/app/portfolio/portfolio-calculator';
-import { OrderType } from '@ghostfolio/api/models/order-type';
 import { AccountClusterRiskCurrentInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/current-investment';
 import { AccountClusterRiskInitialInvestment } from '@ghostfolio/api/models/rules/account-cluster-risk/initial-investment';
 import { AccountClusterRiskSingleAccount } from '@ghostfolio/api/models/rules/account-cluster-risk/single-account';
@@ -23,13 +20,10 @@ 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 {
+import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
-  UNKNOWN_KEY,
-  baseCurrency,
-  ghostfolioCashSymbol
-} from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
+  Accounts,
   PortfolioDetails,
   PortfolioPerformance,
   PortfolioReport,
@@ -39,6 +33,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
+  AccountWithValue,
   DateRange,
   OrderWithAccount,
   RequestWithUser
@@ -56,12 +51,14 @@ import {
   parse,
   parseISO,
   setDayOfYear,
+  startOfDay,
   subDays,
   subYears
 } from 'date-fns';
 import { isEmpty } from 'lodash';
 
 import {
+  HistoricalDataContainer,
   HistoricalDataItem,
   PortfolioPositionDetail
 } from './interfaces/portfolio-position-detail.interface';
@@ -81,6 +78,59 @@ export class PortfolioService {
     private readonly symbolProfileService: SymbolProfileService
   ) {}
 
+  public async getAccounts(aUserId: string): Promise<AccountWithValue[]> {
+    const [accounts, details] = await Promise.all([
+      this.accountService.accounts({
+        include: { Order: true, Platform: true },
+        orderBy: { name: 'asc' },
+        where: { userId: aUserId }
+      }),
+      this.getDetails(aUserId, aUserId)
+    ]);
+
+    const userCurrency = this.request.user.Settings.currency;
+
+    return accounts.map((account) => {
+      let transactionCount = 0;
+
+      for (const order of account.Order) {
+        if (!order.isDraft) {
+          transactionCount += 1;
+        }
+      }
+
+      const result = {
+        ...account,
+        transactionCount,
+        convertedBalance: this.exchangeRateDataService.toCurrency(
+          account.balance,
+          account.currency,
+          userCurrency
+        ),
+        value: details.accounts[account.name]?.current ?? 0
+      };
+
+      delete result.Order;
+
+      return result;
+    });
+  }
+
+  public async getAccountsWithAggregations(aUserId: string): Promise<Accounts> {
+    const accounts = await this.getAccounts(aUserId);
+    let totalBalance = 0;
+    let totalValue = 0;
+    let transactionCount = 0;
+
+    for (const account of accounts) {
+      totalBalance += account.convertedBalance;
+      totalValue += account.value;
+      transactionCount += account.transactionCount;
+    }
+
+    return { accounts, totalBalance, totalValue, transactionCount };
+  }
+
   public async getInvestments(
     aImpersonationId: string
   ): Promise<InvestmentItem[]> {
@@ -111,7 +161,7 @@ export class PortfolioService {
   public async getChart(
     aImpersonationId: string,
     aDateRange: DateRange = 'max'
-  ): Promise<HistoricalDataItem[]> {
+  ): Promise<HistoricalDataContainer> {
     const userId = await this.getUserId(aImpersonationId, this.request.user.id);
 
     const portfolioCalculator = new PortfolioCalculator(
@@ -122,14 +172,21 @@ export class PortfolioService {
     const { transactionPoints } = await this.getTransactionPoints({ userId });
     portfolioCalculator.setTransactionPoints(transactionPoints);
     if (transactionPoints.length === 0) {
-      return [];
+      return {
+        isAllTimeHigh: false,
+        isAllTimeLow: false,
+        items: []
+      };
     }
     let portfolioStart = parse(
       transactionPoints[0].date,
       DATE_FORMAT,
       new Date()
     );
-    portfolioStart = this.getStartDate(aDateRange, portfolioStart);
+
+    // Get start date for the full portfolio because of because of the
+    // min and max calculation
+    portfolioStart = this.getStartDate('max', portfolioStart);
 
     const timelineSpecification: TimelineSpecification[] = [
       {
@@ -138,18 +195,52 @@ export class PortfolioService {
       }
     ];
 
-    const timeline = await portfolioCalculator.calculateTimeline(
+    const timelineInfo = await portfolioCalculator.calculateTimeline(
       timelineSpecification,
       format(new Date(), DATE_FORMAT)
     );
 
-    return timeline
+    const timeline = timelineInfo.timelinePeriods;
+
+    const items = timeline
       .filter((timelineItem) => timelineItem !== null)
       .map((timelineItem) => ({
         date: timelineItem.date,
         marketPrice: timelineItem.value,
         value: timelineItem.netPerformance.toNumber()
       }));
+
+    let lastItem = null;
+    if (timeline.length > 0) {
+      lastItem = timeline[timeline.length - 1];
+    }
+
+    let isAllTimeHigh = timelineInfo.maxNetPerformance?.eq(
+      lastItem?.netPerformance
+    );
+    let isAllTimeLow = timelineInfo.minNetPerformance?.eq(
+      lastItem?.netPerformance
+    );
+    if (isAllTimeHigh && isAllTimeLow) {
+      isAllTimeHigh = false;
+      isAllTimeLow = false;
+    }
+
+    portfolioStart = startOfDay(
+      this.getStartDate(
+        aDateRange,
+        parse(transactionPoints[0].date, DATE_FORMAT, new Date())
+      )
+    );
+
+    return {
+      isAllTimeHigh,
+      isAllTimeLow,
+      items: items.filter((item) => {
+        // Filter items of date range
+        return !isAfter(portfolioStart, parseDate(item.date));
+      })
+    };
   }
 
   public async getDetails(
@@ -251,14 +342,18 @@ export class PortfolioService {
       };
     }
 
-    // TODO: Add a cash position for each currency
+    const cashPositions = await this.getCashPositions({
-    holdings[ghostfolioCashSymbol] = await this.getCashPosition({
       cashDetails,
+      userCurrency,
       investment: totalInvestment,
       value: totalValue
     });
 
-    const accounts = await this.getAccounts(
+    for (const symbol of Object.keys(cashPositions)) {
+      holdings[symbol] = cashPositions[symbol];
+    }
+
+    const accounts = await this.getValueOfAccounts(
       orders,
       portfolioItemsNow,
       userCurrency,
@@ -295,10 +390,13 @@ export class PortfolioService {
         netPerformancePercent: undefined,
         quantity: undefined,
         symbol: aSymbol,
-        transactionCount: undefined
+        transactionCount: undefined,
+        value: undefined
       };
     }
 
+    const assetClass = orders[0].SymbolProfile?.assetClass;
+    const assetSubClass = orders[0].SymbolProfile?.assetSubClass;
     const positionCurrency = orders[0].currency;
     const name = orders[0].SymbolProfile?.name ?? '';
 
@@ -310,7 +408,7 @@ export class PortfolioService {
       name: order.SymbolProfile?.name,
       quantity: new Big(order.quantity),
       symbol: order.symbol,
-      type: <OrderType>order.type,
+      type: order.type,
       unitPrice: new Big(order.unitPrice)
     }));
 
@@ -412,6 +510,8 @@ export class PortfolioService {
       }
 
       return {
+        assetClass,
+        assetSubClass,
         currency,
         firstBuyDate,
         grossPerformance,
@@ -427,7 +527,12 @@ export class PortfolioService {
         historicalData: historicalDataArray,
         netPerformancePercent: position.netPerformancePercentage.toNumber(),
         quantity: quantity.toNumber(),
-        symbol: aSymbol
+        symbol: aSymbol,
+        value: this.exchangeRateDataService.toCurrency(
+          quantity.mul(marketPrice).toNumber(),
+          currency,
+          userCurrency
+        )
       };
     } else {
       const currentData = await this.dataProviderService.get([
@@ -467,6 +572,8 @@ export class PortfolioService {
       }
 
       return {
+        assetClass,
+        assetSubClass,
         marketPrice,
         maxPrice,
         minPrice,
@@ -482,7 +589,8 @@ export class PortfolioService {
         netPerformancePercent: undefined,
         quantity: 0,
         symbol: aSymbol,
-        transactionCount: undefined
+        transactionCount: undefined,
+        value: 0
       };
     }
   }
@@ -613,7 +721,7 @@ export class PortfolioService {
         currentGrossPerformancePercent,
         currentNetPerformance,
         currentNetPerformancePercent,
-        currentValue: currentValue
+        currentValue
       }
     };
   }
@@ -663,7 +771,7 @@ export class PortfolioService {
     for (const position of currentPositions.positions) {
       portfolioItemsNow[position.symbol] = position;
     }
-    const accounts = await this.getAccounts(
+    const accounts = await this.getValueOfAccounts(
       orders,
       portfolioItemsNow,
       currency,
@@ -737,8 +845,8 @@ export class PortfolioService {
     const fees = this.getFees(orders);
     const firstOrderDate = orders[0]?.date;
 
-    const totalBuy = this.getTotalByType(orders, currency, TypeOfOrder.BUY);
+    const totalBuy = this.getTotalByType(orders, currency, 'BUY');
-    const totalSell = this.getTotalByType(orders, currency, TypeOfOrder.SELL);
+    const totalSell = this.getTotalByType(orders, currency, 'SELL');
 
     const committedFunds = new Big(totalBuy).sub(totalSell);
 
@@ -759,38 +867,73 @@ export class PortfolioService {
     };
   }
 
-  private async getCashPosition({
+  private async getCashPositions({
     cashDetails,
     investment,
+    userCurrency,
     value
   }: {
     cashDetails: CashDetails;
     investment: Big;
     value: Big;
+    userCurrency: string;
   }) {
-    const cashValue = new Big(cashDetails.balance);
+    const cashPositions = {};
 
-    return {
+    for (const account of cashDetails.accounts) {
-      allocationCurrent: cashValue.div(value).toNumber(),
+      const convertedBalance = this.exchangeRateDataService.toCurrency(
-      allocationInvestment: cashValue.div(investment).toNumber(),
+        account.balance,
-      assetClass: AssetClass.CASH,
+        account.currency,
-      assetSubClass: AssetClass.CASH,
+        userCurrency
-      countries: [],
+      );
-      currency: 'CHF',
+
-      grossPerformance: 0,
+      if (convertedBalance === 0) {
-      grossPerformancePercent: 0,
+        continue;
-      investment: cashValue.toNumber(),
+      }
-      marketPrice: 0,
+
-      marketState: MarketState.open,
+      if (cashPositions[account.currency]) {
-      name: 'Cash',
+        cashPositions[account.currency].investment += convertedBalance;
-      netPerformance: 0,
+        cashPositions[account.currency].value += convertedBalance;
-      netPerformancePercent: 0,
+      } else {
-      quantity: 0,
+        cashPositions[account.currency] = {
-      sectors: [],
+          allocationCurrent: 0,
-      symbol: ghostfolioCashSymbol,
+          allocationInvestment: 0,
-      transactionCount: 0,
+          assetClass: AssetClass.CASH,
-      value: cashValue.toNumber()
+          assetSubClass: AssetClass.CASH,
-    };
+          countries: [],
+          currency: account.currency,
+          grossPerformance: 0,
+          grossPerformancePercent: 0,
+          investment: convertedBalance,
+          marketPrice: 0,
+          marketState: MarketState.open,
+          name: account.currency,
+          netPerformance: 0,
+          netPerformancePercent: 0,
+          quantity: 0,
+          sectors: [],
+          symbol: account.currency,
+          transactionCount: 0,
+          value: convertedBalance
+        };
+      }
+    }
+
+    for (const symbol of Object.keys(cashPositions)) {
+      // Calculate allocations for each currency
+      cashPositions[symbol].allocationCurrent = new Big(
+        cashPositions[symbol].value
+      )
+        .div(value)
+        .toNumber();
+      cashPositions[symbol].allocationInvestment = new Big(
+        cashPositions[symbol].investment
+      )
+        .div(investment)
+        .toNumber();
+    }
+
+    return cashPositions;
   }
 
   private getStartDate(aDateRange: DateRange, portfolioStart: Date) {
@@ -842,7 +985,7 @@ export class PortfolioService {
       name: order.SymbolProfile?.name,
       quantity: new Big(order.quantity),
       symbol: order.symbol,
-      type: <OrderType>order.type,
+      type: order.type,
       unitPrice: new Big(
         this.exchangeRateDataService.toCurrency(
           order.unitPrice,
@@ -863,7 +1006,7 @@ export class PortfolioService {
     };
   }
 
-  private async getAccounts(
+  private async getValueOfAccounts(
     orders: OrderWithAccount[],
     portfolioItemsNow: { [p: string]: TimelinePosition },
     userCurrency: string,
@@ -878,32 +1021,22 @@ export class PortfolioService {
         return accountId === account.id;
       });
 
-      if (ordersByAccount.length <= 0) {
+      const convertedBalance = this.exchangeRateDataService.toCurrency(
-        // Add account without orders
+        account.balance,
-        const balance = this.exchangeRateDataService.toCurrency(
+        account.currency,
-          account.balance,
+        userCurrency
-          account.currency,
+      );
-          userCurrency
+      accounts[account.name] = {
-        );
+        balance: convertedBalance,
-        accounts[account.name] = {
+        currency: account.currency,
-          current: balance,
+        current: convertedBalance,
-          original: balance
+        original: convertedBalance
-        };
+      };
-
-        continue;
-      }
 
       for (const order of ordersByAccount) {
-        let currentValueOfSymbol = this.exchangeRateDataService.toCurrency(
+        let currentValueOfSymbol =
-          order.quantity * portfolioItemsNow[order.symbol].marketPrice,
+          order.quantity * portfolioItemsNow[order.symbol].marketPrice;
-          order.currency,
+        let originalValueOfSymbol = order.quantity * order.unitPrice;
-          userCurrency
-        );
-        let originalValueOfSymbol = this.exchangeRateDataService.toCurrency(
-          order.quantity * order.unitPrice,
-          order.currency,
-          userCurrency
-        );
 
         if (order.type === 'SELL') {
           currentValueOfSymbol *= -1;
@@ -917,6 +1050,8 @@ export class PortfolioService {
             originalValueOfSymbol;
         } else {
           accounts[order.Account?.name || UNKNOWN_KEY] = {
+            balance: 0,
+            currency: order.Account?.currency,
             current: currentValueOfSymbol,
             original: originalValueOfSymbol
           };

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

@@ -1,4 +1,7 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { PROPERTY_COUPONS } from '@ghostfolio/common/config';
+import { Coupon } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
@@ -6,6 +9,7 @@ import {
   Get,
   HttpException,
   Inject,
+  Logger,
   Post,
   Req,
   Res,
@@ -13,6 +17,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { SubscriptionService } from './subscription.service';
@@ -21,16 +26,70 @@ import { SubscriptionService } from './subscription.service';
 export class SubscriptionController {
   public constructor(
     private readonly configurationService: ConfigurationService,
+    private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly subscriptionService: SubscriptionService
   ) {}
 
+  @Post('redeem-coupon')
+  @UseGuards(AuthGuard('jwt'))
+  public async redeemCoupon(
+    @Body() { couponCode }: { couponCode: string },
+    @Res() res: Response
+  ) {
+    if (!this.request.user) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    let coupons =
+      ((await this.propertyService.getByKey(PROPERTY_COUPONS)) as Coupon[]) ??
+      [];
+
+    const isValid = coupons.some((coupon) => {
+      return coupon.code === couponCode;
+    });
+
+    if (!isValid) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    await this.subscriptionService.createSubscription(this.request.user.id);
+
+    // Destroy coupon
+    coupons = coupons.filter((coupon) => {
+      return coupon.code !== couponCode;
+    });
+    await this.propertyService.put({
+      key: PROPERTY_COUPONS,
+      value: JSON.stringify(coupons)
+    });
+
+    Logger.log(
+      `Subscription for user '${this.request.user.id}' has been created with coupon`
+    );
+
+    res.status(StatusCodes.OK);
+
+    return <any>res.json({
+      message: getReasonPhrase(StatusCodes.OK),
+      statusCode: StatusCodes.OK
+    });
+  }
+
   @Get('stripe/callback')
   public async stripeCallback(@Req() req, @Res() res) {
-    await this.subscriptionService.createSubscription(
+    const userId = await this.subscriptionService.createSubscriptionViaStripe(
       req.query.checkoutSessionId
     );
 
+    Logger.log(`Subscription for user '${userId}' has been created via Stripe`);
+
     res.redirect(`${this.configurationService.get('ROOT_URL')}/account`);
   }
 
@@ -46,7 +105,7 @@ 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.module.ts

@@ -1,12 +1,13 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { Module } from '@nestjs/common';
 
 import { SubscriptionController } from './subscription.controller';
 import { SubscriptionService } from './subscription.service';
 
 @Module({
-  imports: [],
+  imports: [PropertyModule],
   controllers: [SubscriptionController],
   providers: [ConfigurationService, PrismaService, SubscriptionService],
   exports: [SubscriptionService]

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

@@ -1,8 +1,8 @@
 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 { Subscription, User } from '@prisma/client';
 import { addDays, isBefore } from 'date-fns';
 import Stripe from 'stripe';
 
@@ -64,28 +64,34 @@ export class SubscriptionService {
     };
   }
 
-  public async createSubscription(aCheckoutSessionId: string) {
+  public async createSubscription(aUserId: string) {
+    await this.prismaService.subscription.create({
+      data: {
+        expiresAt: addDays(new Date(), 365),
+        User: {
+          connect: {
+            id: aUserId
+          }
+        }
+      }
+    });
+  }
+
+  public async createSubscriptionViaStripe(aCheckoutSessionId: string) {
     try {
       const session = await this.stripe.checkout.sessions.retrieve(
         aCheckoutSessionId
       );
 
-      await this.prismaService.subscription.create({
+      await this.createSubscription(session.client_reference_id);
-        data: {
-          expiresAt: addDays(new Date(), 365),
-          User: {
-            connect: {
-              id: session.client_reference_id
-            }
-          }
-        }
-      });
 
       await this.stripe.customers.update(session.customer as string, {
         description: session.client_reference_id
       });
+
+      return session.client_reference_id;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     }
   }
 

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

@@ -1,7 +1,9 @@
+import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { DataSource } from '@prisma/client';
 
 export interface SymbolItem {
   currency: string;
   dataSource: DataSource;
+  historicalData: HistoricalDataItem[];
   marketPrice: number;
 }

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

@@ -1,18 +1,21 @@
+import { IDataProviderHistoricalResponse } from '@ghostfolio/api/services/interfaces/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
+  DefaultValuePipe,
   Get,
   HttpException,
   Inject,
   Param,
+  ParseBoolPipe,
   Query,
   UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { DataSource } from '@prisma/client';
+import { DataSource, MarketData } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-import { isEmpty } from 'lodash';
+import { isDate, isEmpty } from 'lodash';
 
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
@@ -51,7 +54,9 @@ export class SymbolController {
   @UseGuards(AuthGuard('jwt'))
   public async getSymbolData(
     @Param('dataSource') dataSource: DataSource,
-    @Param('symbol') symbol: string
+    @Param('symbol') symbol: string,
+    @Query('includeHistoricalData', new DefaultValuePipe(false), ParseBoolPipe)
+    includeHistoricalData: boolean
   ): Promise<SymbolItem> {
     if (!DataSource[dataSource]) {
       throw new HttpException(
@@ -60,7 +65,10 @@ export class SymbolController {
       );
     }
 
-    const result = await this.symbolService.get({ dataSource, symbol });
+    const result = await this.symbolService.get({
+      includeHistoricalData,
+      dataGatheringItem: { dataSource, symbol }
+    });
 
     if (!result || isEmpty(result)) {
       throw new HttpException(
@@ -71,4 +79,27 @@ export class SymbolController {
 
     return result;
   }
+
+  @Get(':dataSource/:symbol/:dateString')
+  @UseGuards(AuthGuard('jwt'))
+  public async gatherSymbolForDate(
+    @Param('dataSource') dataSource: DataSource,
+    @Param('dateString') dateString: string,
+    @Param('symbol') symbol: string
+  ): Promise<IDataProviderHistoricalResponse> {
+    const date = new Date(dateString);
+
+    if (!isDate(date)) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    return this.symbolService.getForDate({
+      dataSource,
+      date,
+      symbol
+    });
+  }
 }

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

@@ -1,5 +1,6 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { Module } from '@nestjs/common';
 
@@ -7,7 +8,12 @@ import { SymbolController } from './symbol.controller';
 import { SymbolService } from './symbol.service';
 
 @Module({
-  imports: [ConfigurationModule, DataProviderModule, PrismaModule],
+  imports: [
+    ConfigurationModule,
+    DataProviderModule,
+    MarketDataModule,
+    PrismaModule
+  ],
   controllers: [SymbolController],
   providers: [SymbolService]
 })

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

@@ -1,8 +1,15 @@
+import { HistoricalDataItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
-import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
+import {
+  IDataGatheringItem,
+  IDataProviderHistoricalResponse
+} from '@ghostfolio/api/services/interfaces/interfaces';
+import { MarketDataService } from '@ghostfolio/api/services/market-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { Injectable } from '@nestjs/common';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
-import { DataSource } from '@prisma/client';
+import { Injectable, Logger } from '@nestjs/common';
+import { DataSource, MarketData } from '@prisma/client';
+import { format, subDays } from 'date-fns';
 
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
@@ -11,16 +18,42 @@ import { SymbolItem } from './interfaces/symbol-item.interface';
 export class SymbolService {
   public constructor(
     private readonly dataProviderService: DataProviderService,
+    private readonly marketDataService: MarketDataService,
     private readonly prismaService: PrismaService
   ) {}
 
-  public async get(dataGatheringItem: IDataGatheringItem): Promise<SymbolItem> {
+  public async get({
+    dataGatheringItem,
+    includeHistoricalData = false
+  }: {
+    dataGatheringItem: IDataGatheringItem;
+    includeHistoricalData?: boolean;
+  }): Promise<SymbolItem> {
     const response = await this.dataProviderService.get([dataGatheringItem]);
     const { currency, marketPrice } = response[dataGatheringItem.symbol] ?? {};
 
     if (dataGatheringItem.dataSource && marketPrice) {
+      let historicalData: HistoricalDataItem[];
+
+      if (includeHistoricalData) {
+        const days = 10;
+
+        const marketData = await this.marketDataService.getRange({
+          dateQuery: { gte: subDays(new Date(), days) },
+          symbols: [dataGatheringItem.symbol]
+        });
+
+        historicalData = marketData.map(({ date, marketPrice }) => {
+          return {
+            date: date.toISOString(),
+            value: marketPrice
+          };
+        });
+      }
+
       return {
         currency,
+        historicalData,
         marketPrice,
         dataSource: dataGatheringItem.dataSource
       };
@@ -29,6 +62,27 @@ export class SymbolService {
     return undefined;
   }
 
+  public async getForDate({
+    dataSource,
+    date,
+    symbol
+  }: {
+    dataSource: DataSource;
+    date: Date;
+    symbol: string;
+  }): Promise<IDataProviderHistoricalResponse> {
+    const historicalData = await this.dataProviderService.getHistoricalRaw(
+      [{ dataSource, symbol }],
+      date,
+      date
+    );
+
+    return {
+      marketPrice:
+        historicalData?.[symbol]?.[format(date, DATE_FORMAT)]?.marketPrice
+    };
+  }
+
   public async lookup(aQuery: string): Promise<{ items: LookupItem[] }> {
     const results: { items: LookupItem[] } = { items: [] };
 
@@ -67,7 +121,7 @@ export class SymbolService {
 
       return results;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       throw error;
     }

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

@@ -1,7 +1,10 @@
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { PROPERTY_IS_READ_ONLY_MODE } from '@ghostfolio/common/config';
 import { User } from '@ghostfolio/common/interfaces';
 import {
-  getPermissions,
   hasPermission,
+  hasRole,
   permissions
 } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
@@ -20,7 +23,7 @@ import {
 import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
-import { Provider } from '@prisma/client';
+import { Provider, Role } from '@prisma/client';
 import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
@@ -34,7 +37,9 @@ import { UserService } from './user.service';
 @Controller('user')
 export class UserController {
   public constructor(
+    private readonly configurationService: ConfigurationService,
     private jwtService: JwtService,
+    private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly userService: UserService
   ) {}
@@ -43,10 +48,7 @@ export class UserController {
   @UseGuards(AuthGuard('jwt'))
   public async deleteUser(@Param('id') id: string): Promise<UserModel> {
     if (
-      !hasPermission(
+      !hasPermission(this.request.user.permissions, permissions.deleteUser) ||
-        getPermissions(this.request.user.role),
-        permissions.deleteUser
-      ) ||
       id === this.request.user.id
     ) {
       throw new HttpException(
@@ -68,6 +70,19 @@ export class UserController {
 
   @Post()
   public async signupUser(): Promise<UserItem> {
+    if (this.configurationService.get('ENABLE_FEATURE_READ_ONLY_MODE')) {
+      const isReadOnlyMode = (await this.propertyService.getByKey(
+        PROPERTY_IS_READ_ONLY_MODE
+      )) as boolean;
+
+      if (isReadOnlyMode) {
+        throw new HttpException(
+          getReasonPhrase(StatusCodes.FORBIDDEN),
+          StatusCodes.FORBIDDEN
+        );
+      }
+    }
+
     const { accessToken, id } = await this.userService.createUser({
       provider: Provider.ANONYMOUS
     });
@@ -85,7 +100,7 @@ export class UserController {
   public async updateUserSetting(@Body() data: UpdateUserSettingDto) {
     if (
       !hasPermission(
-        getPermissions(this.request.user.role),
+        this.request.user.permissions,
         permissions.updateUserSettings
       )
     ) {
@@ -111,7 +126,7 @@ export class UserController {
   public async updateUserSettings(@Body() data: UpdateUserSettingsDto) {
     if (
       !hasPermission(
-        getPermissions(this.request.user.role),
+        this.request.user.permissions,
         permissions.updateUserSettings
       )
     ) {
@@ -127,10 +142,7 @@ export class UserController {
     };
 
     if (
-      hasPermission(
+      hasPermission(this.request.user.permissions, permissions.updateViewMode)
-        getPermissions(this.request.user.role),
-        permissions.updateViewMode
-      )
     ) {
       userSettings.viewMode = data.viewMode;
     }

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

@@ -1,6 +1,7 @@
 import { SubscriptionModule } from '@ghostfolio/api/app/subscription/subscription.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -13,6 +14,7 @@ import { UserService } from './user.service';
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
     }),
+    PropertyModule,
     SubscriptionModule
   ],
   controllers: [UserController],

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

@@ -1,12 +1,21 @@
 import { SubscriptionService } from '@ghostfolio/api/app/subscription/subscription.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { baseCurrency, locale } from '@ghostfolio/common/config';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import {
+  PROPERTY_IS_READ_ONLY_MODE,
+  baseCurrency,
+  locale
+} from '@ghostfolio/common/config';
 import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
-import { getPermissions, permissions } from '@ghostfolio/common/permissions';
+import {
+  getPermissions,
+  hasRole,
+  permissions
+} from '@ghostfolio/common/permissions';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable } from '@nestjs/common';
-import { Prisma, Provider, User, ViewMode } from '@prisma/client';
+import { Prisma, Provider, Role, User, ViewMode } from '@prisma/client';
 
 import { UserSettingsParams } from './interfaces/user-settings-params.interface';
 import { UserSettings } from './interfaces/user-settings.interface';
@@ -20,6 +29,7 @@ export class UserService {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService,
     private readonly subscriptionService: SubscriptionService
   ) {}
 
@@ -74,12 +84,32 @@ export class UserService {
 
     const user: UserWithSettings = userFromDatabase;
 
-    const currentPermissions = getPermissions(userFromDatabase.role);
+    let currentPermissions = getPermissions(userFromDatabase.role);
 
     if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
       currentPermissions.push(permissions.accessFearAndGreedIndex);
     }
 
+    if (this.configurationService.get('ENABLE_FEATURE_READ_ONLY_MODE')) {
+      if (hasRole(user, Role.ADMIN)) {
+        currentPermissions.push(permissions.toggleReadOnlyMode);
+      }
+
+      const isReadOnlyMode = (await this.propertyService.getByKey(
+        PROPERTY_IS_READ_ONLY_MODE
+      )) as boolean;
+
+      if (isReadOnlyMode) {
+        currentPermissions = currentPermissions.filter((permission) => {
+          return !(
+            permission.startsWith('create') ||
+            permission.startsWith('delete') ||
+            permission.startsWith('update')
+          );
+        });
+      }
+    }
+
     user.permissions = currentPermissions;
 
     if (userFromDatabase?.Settings) {
@@ -119,7 +149,7 @@ export class UserService {
     take?: number;
     cursor?: Prisma.UserWhereUniqueInput;
     where?: Prisma.UserWhereInput;
-    orderBy?: Prisma.UserOrderByInput;
+    orderBy?: Prisma.UserOrderByWithRelationInput;
   }): Promise<User[]> {
     const { skip, take, cursor, where, orderBy } = params;
     return this.prismaService.user.findMany({

apps/api/src/main.ts

@@ -2,6 +2,7 @@ import { Logger, ValidationPipe } from '@nestjs/common';
 import { NestFactory } from '@nestjs/core';
 
 import { AppModule } from './app/app.module';
+import { environment } from './environments/environment';
 
 async function bootstrap() {
   const app = await NestFactory.create(AppModule);
@@ -18,8 +19,21 @@ async function bootstrap() {
 
   const port = process.env.PORT || 3333;
   await app.listen(port, () => {
+    logLogo();
     Logger.log(`Listening at http://localhost:${port}`);
+    Logger.log('');
   });
 }
 
+function logLogo() {
+  Logger.log('   ________               __  ____      ___');
+  Logger.log('  / ____/ /_  ____  _____/ /_/ __/___  / (_)___');
+  Logger.log(' / / __/ __ \\/ __ \\/ ___/ __/ /_/ __ \\/ / / __ \\');
+  Logger.log('/ /_/ / / / / /_/ (__  ) /_/ __/ /_/ / / / /_/ /');
+  Logger.log(
+    `\\____/_/ /_/\\____/____/\\__/_/  \\____/_/_/\\____/ ${environment.version}`
+  );
+  Logger.log('');
+}
+
 bootstrap();

apps/api/src/models/order-type.ts

@@ -1,8 +0,0 @@
-export enum OrderType {
-  CorporateAction = 'CORPORATE_ACTION',
-  Bonus = 'BONUS',
-  Buy = 'BUY',
-  Dividend = 'DIVIDEND',
-  Sell = 'SELL',
-  Split = 'SPLIT'
-}

apps/api/src/models/order.ts

@@ -1,8 +1,7 @@
-import { Account, SymbolProfile } from '@prisma/client';
+import { Account, SymbolProfile, Type as TypeOfOrder } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
 import { IOrder } from '../services/interfaces/interfaces';
-import { OrderType } from './order-type';
 
 export class Order {
   private account: Account;
@@ -15,7 +14,7 @@ export class Order {
   private symbol: string;
   private symbolProfile: SymbolProfile;
   private total: number;
-  private type: OrderType;
+  private type: TypeOfOrder;
   private unitPrice: number;
 
   public constructor(data: IOrder) {

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

@@ -2,7 +2,6 @@ import { Injectable } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
 import { bool, cleanEnv, host, json, num, port, str } from 'envalid';
 
-import { environment } from '../environments/environment';
 import { Environment } from './interfaces/environment.interface';
 
 @Injectable()
@@ -18,14 +17,17 @@ export class ConfigurationService {
       ENABLE_FEATURE_BLOG: bool({ default: false }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
-      ENABLE_FEATURE_IMPORT: bool({ default: !environment.production }),
+      ENABLE_FEATURE_IMPORT: bool({ default: true }),
+      ENABLE_FEATURE_READ_ONLY_MODE: bool({ default: false }),
       ENABLE_FEATURE_SOCIAL_LOGIN: bool({ default: false }),
       ENABLE_FEATURE_STATISTICS: bool({ default: false }),
       ENABLE_FEATURE_SUBSCRIPTION: bool({ default: false }),
+      ENABLE_FEATURE_SYSTEM_MESSAGE: bool({ default: false }),
       GOOGLE_CLIENT_ID: str({ default: 'dummyClientId' }),
       GOOGLE_SECRET: str({ default: 'dummySecret' }),
       JWT_SECRET_KEY: str({}),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
+      MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),
       PORT: port({ default: 3333 }),
       RAKUTEN_RAPID_API_KEY: str({ default: '' }),
       REDIS_HOST: str({ default: 'localhost' }),

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

@@ -10,7 +10,7 @@ export class CryptocurrencyService {
 
   public constructor() {}
 
-  public isCrypto(aSymbol = '') {
+  public isCryptocurrency(aSymbol = '') {
     const cryptocurrencySymbol = aSymbol.substring(0, aSymbol.length - 3);
     return this.getCryptocurrencies().includes(cryptocurrencySymbol);
   }

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

@@ -1,6 +1,9 @@
 {
   "1INCH": "1inch",
+  "ALGO": "Algorand",
   "AVAX": "Avalanche",
   "MATIC": "Polygon",
-  "SHIB": "Shiba Inu"
+  "SHIB": "Shiba Inu",
+  "SOL": "Solana",
+  "UNI3": "Uniswap"
 }

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

@@ -6,6 +6,7 @@ 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: [
@@ -13,7 +14,8 @@ import { ExchangeRateDataModule } from './exchange-rate-data.module';
     DataEnhancerModule,
     DataProviderModule,
     ExchangeRateDataModule,
-    PrismaModule
+    PrismaModule,
+    SymbolProfileModule
   ],
   providers: [DataGatheringService],
   exports: [DataEnhancerModule, DataGatheringService]

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

@@ -1,10 +1,12 @@
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
-  benchmarks,
+  PROPERTY_LAST_DATA_GATHERING,
+  PROPERTY_LOCKED_DATA_GATHERING,
   ghostfolioFearAndGreedIndexSymbol
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
-import { Inject, Injectable } from '@nestjs/common';
+import { Inject, Injectable, Logger } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
+import { DataSource, MarketData } from '@prisma/client';
 import {
   differenceInHours,
   format,
@@ -17,7 +19,6 @@ 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';
@@ -25,26 +26,28 @@ import { PrismaService } from './prisma.service';
 
 @Injectable()
 export class DataGatheringService {
+  private dataGatheringProgress: number;
+
   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({
         data: {
-          key: 'LOCKED_DATA_GATHERING',
+          key: PROPERTY_LOCKED_DATA_GATHERING,
           value: new Date().toISOString()
         }
       });
@@ -56,39 +59,39 @@ export class DataGatheringService {
 
         await this.prismaService.property.upsert({
           create: {
-            key: 'LAST_DATA_GATHERING',
+            key: PROPERTY_LAST_DATA_GATHERING,
             value: new Date().toISOString()
           },
           update: { value: new Date().toISOString() },
-          where: { key: 'LAST_DATA_GATHERING' }
+          where: { key: PROPERTY_LAST_DATA_GATHERING }
         });
       } catch (error) {
-        console.error(error);
+        Logger.error(error);
       }
 
       await this.prismaService.property.delete({
         where: {
-          key: 'LOCKED_DATA_GATHERING'
+          key: PROPERTY_LOCKED_DATA_GATHERING
         }
       });
 
-      console.log('7d data gathering has been completed.');
+      Logger.log('7d data gathering has been completed.');
       console.timeEnd('data-gathering-7d');
     }
   }
 
   public async gatherMax() {
     const isDataGatheringLocked = await this.prismaService.property.findUnique({
-      where: { key: 'LOCKED_DATA_GATHERING' }
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
     });
 
     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({
         data: {
-          key: 'LOCKED_DATA_GATHERING',
+          key: PROPERTY_LOCKED_DATA_GATHERING,
           value: new Date().toISOString()
         }
       });
@@ -100,29 +103,124 @@ export class DataGatheringService {
 
         await this.prismaService.property.upsert({
           create: {
-            key: 'LAST_DATA_GATHERING',
+            key: PROPERTY_LAST_DATA_GATHERING,
             value: new Date().toISOString()
           },
           update: { value: new Date().toISOString() },
-          where: { key: 'LAST_DATA_GATHERING' }
+          where: { key: PROPERTY_LAST_DATA_GATHERING }
         });
       } catch (error) {
-        console.error(error);
+        Logger.error(error);
       }
 
       await this.prismaService.property.delete({
         where: {
-          key: 'LOCKED_DATA_GATHERING'
+          key: PROPERTY_LOCKED_DATA_GATHERING
         }
       });
 
-      console.log('Max data gathering has been completed.');
+      Logger.log('Max data gathering has been completed.');
       console.timeEnd('data-gathering-max');
     }
   }
 
+  public async gatherSymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    const isDataGatheringLocked = await this.prismaService.property.findUnique({
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
+    });
+
+    if (!isDataGatheringLocked) {
+      Logger.log(`Symbol data gathering for ${symbol} has been started.`);
+      console.time('data-gathering-symbol');
+
+      await this.prismaService.property.create({
+        data: {
+          key: PROPERTY_LOCKED_DATA_GATHERING,
+          value: new Date().toISOString()
+        }
+      });
+
+      const symbols = (await this.getSymbolsMax()).filter(
+        (dataGatheringItem) => {
+          return (
+            dataGatheringItem.dataSource === dataSource &&
+            dataGatheringItem.symbol === symbol
+          );
+        }
+      );
+
+      try {
+        await this.gatherSymbols(symbols);
+
+        await this.prismaService.property.upsert({
+          create: {
+            key: PROPERTY_LAST_DATA_GATHERING,
+            value: new Date().toISOString()
+          },
+          update: { value: new Date().toISOString() },
+          where: { key: PROPERTY_LAST_DATA_GATHERING }
+        });
+      } catch (error) {
+        Logger.error(error);
+      }
+
+      await this.prismaService.property.delete({
+        where: {
+          key: PROPERTY_LOCKED_DATA_GATHERING
+        }
+      });
+
+      Logger.log(`Symbol data gathering for ${symbol} has been completed.`);
+      console.timeEnd('data-gathering-symbol');
+    }
+  }
+
+  public async gatherSymbolForDate({
+    dataSource,
+    date,
+    symbol
+  }: {
+    dataSource: DataSource;
+    date: Date;
+    symbol: string;
+  }) {
+    try {
+      const historicalData = await this.dataProviderService.getHistoricalRaw(
+        [{ dataSource, symbol }],
+        date,
+        date
+      );
+
+      const marketPrice =
+        historicalData[symbol][format(date, DATE_FORMAT)].marketPrice;
+
+      if (marketPrice) {
+        return await this.prismaService.marketData.upsert({
+          create: {
+            dataSource,
+            date,
+            marketPrice,
+            symbol
+          },
+          update: { marketPrice },
+          where: { date_symbol: { date, symbol } }
+        });
+      }
+    } catch (error) {
+      Logger.error(error);
+    } finally {
+      return undefined;
+    }
+  }
+
   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;
@@ -132,16 +230,25 @@ export class DataGatheringService {
     }
 
     const currentData = await this.dataProviderService.get(dataGatheringItems);
+    const symbolProfiles = await this.symbolProfileService.getSymbolProfiles(
+      dataGatheringItems.map(({ symbol }) => {
+        return 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
+            symbol: symbolMapping[dataEnhancer.getName()] ?? symbol
           });
         } catch (error) {
-          console.error(`Failed to enhance data for symbol ${symbol}`, error);
+          Logger.error(`Failed to enhance data for symbol ${symbol}`, error);
         }
       }
 
@@ -183,18 +290,21 @@ 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');
   }
 
   public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {
     let hasError = false;
+    let symbolCounter = 0;
 
     for (const { dataSource, date, symbol } of aSymbolsWithStartDate) {
+      this.dataGatheringProgress = symbolCounter / aSymbolsWithStartDate.length;
+
       try {
         const historicalData = await this.dataProviderService.getHistoricalRaw(
           [{ dataSource, symbol }],
@@ -250,8 +360,18 @@ export class DataGatheringService {
         }
       } catch (error) {
         hasError = true;
-        console.error(error);
+        Logger.error(error);
       }
+
+      if (symbolCounter > 0 && symbolCounter % 100 === 0) {
+        Logger.log(
+          `Data gathering progress: ${(
+            this.dataGatheringProgress * 100
+          ).toFixed(2)}%`
+        );
+      }
+
+      symbolCounter += 1;
     }
 
     await this.exchangeRateDataService.initialize();
@@ -261,30 +381,25 @@ export class DataGatheringService {
     }
   }
 
-  public async getCustomSymbolsToGather(
+  public async getDataGatheringProgress() {
-    startDate?: Date
+    const isInProgress = await this.getIsInProgress();
-  ): Promise<IDataGatheringItem[]> {
-    const scraperConfigurations =
-      await this.ghostfolioScraperApi.getScraperConfigurations();
 
-    return scraperConfigurations.map((scraperConfiguration) => {
+    if (isInProgress) {
-      return {
+      return this.dataGatheringProgress;
-        dataSource: DataSource.GHOSTFOLIO,
+    }
-        date: startDate,
+
-        symbol: scraperConfiguration.symbol
+    return undefined;
-      };
-    });
   }
 
   public async getIsInProgress() {
     return await this.prismaService.property.findUnique({
-      where: { key: 'LOCKED_DATA_GATHERING' }
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
     });
   }
 
   public async getLastDataGathering() {
     const lastDataGathering = await this.prismaService.property.findUnique({
-      where: { key: 'LAST_DATA_GATHERING' }
+      where: { key: PROPERTY_LAST_DATA_GATHERING }
     });
 
     if (lastDataGathering?.value) {
@@ -294,76 +409,7 @@ export class DataGatheringService {
     return undefined;
   }
 
-  public async reset() {
+  public async getSymbolsMax(): Promise<IDataGatheringItem[]> {
-    console.log('Data gathering has been reset.');
-
-    await this.prismaService.property.deleteMany({
-      where: {
-        OR: [{ key: 'LAST_DATA_GATHERING' }, { key: 'LOCKED_DATA_GATHERING' }]
-      }
-    });
-  }
-
-  private getBenchmarksToGather(startDate: Date): IDataGatheringItem[] {
-    const benchmarksToGather = benchmarks.map(({ dataSource, symbol }) => {
-      return {
-        dataSource,
-        symbol,
-        date: startDate
-      };
-    });
-
-    if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
-      benchmarksToGather.push({
-        dataSource: DataSource.RAKUTEN,
-        date: startDate,
-        symbol: ghostfolioFearAndGreedIndexSymbol
-      });
-    }
-
-    return benchmarksToGather;
-  }
-
-  private async getSymbols7D(): Promise<IDataGatheringItem[]> {
-    const startDate = subDays(resetHours(new Date()), 7);
-
-    const symbolProfilesToGather = (
-      await this.prismaService.symbolProfile.findMany({
-        orderBy: [{ symbol: 'asc' }],
-        select: {
-          dataSource: true,
-          symbol: true
-        }
-      })
-    ).map((symbolProfile) => {
-      return {
-        ...symbolProfile,
-        date: startDate
-      };
-    });
-
-    const currencyPairsToGather = this.exchangeRateDataService
-      .getCurrencyPairs()
-      .map(({ dataSource, symbol }) => {
-        return {
-          dataSource,
-          symbol,
-          date: startDate
-        };
-      });
-
-    const customSymbolsToGather =
-      await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
-
-    return [
-      ...this.getBenchmarksToGather(startDate),
-      ...customSymbolsToGather,
-      ...currencyPairsToGather,
-      ...symbolProfilesToGather
-    ];
-  }
-
-  private async getSymbolsMax(): Promise<IDataGatheringItem[]> {
     const startDate =
       (
         await this.prismaService.order.findFirst({
@@ -371,9 +417,6 @@ export class DataGatheringService {
         })
       )?.date ?? new Date();
 
-    const customSymbolsToGather =
-      await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
-
     const currencyPairsToGather = this.exchangeRateDataService
       .getCurrencyPairs()
       .map(({ dataSource, symbol }) => {
@@ -394,20 +437,82 @@ export class DataGatheringService {
             select: { date: true },
             take: 1
           },
+          scraperConfiguration: true,
           symbol: true
         }
       })
-    ).map((item) => {
+    ).map((symbolProfile) => {
       return {
-        dataSource: item.dataSource,
+        ...symbolProfile,
-        date: item.Order?.[0]?.date ?? startDate,
+        date: symbolProfile.Order?.[0]?.date ?? startDate
-        symbol: item.symbol
       };
     });
 
     return [
       ...this.getBenchmarksToGather(startDate),
-      ...customSymbolsToGather,
+      ...currencyPairsToGather,
+      ...symbolProfilesToGather
+    ];
+  }
+
+  public async reset() {
+    Logger.log('Data gathering has been reset.');
+
+    await this.prismaService.property.deleteMany({
+      where: {
+        OR: [
+          { key: PROPERTY_LAST_DATA_GATHERING },
+          { key: PROPERTY_LOCKED_DATA_GATHERING }
+        ]
+      }
+    });
+  }
+
+  private getBenchmarksToGather(startDate: Date): IDataGatheringItem[] {
+    const benchmarksToGather: IDataGatheringItem[] = [];
+
+    if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
+      benchmarksToGather.push({
+        dataSource: DataSource.RAKUTEN,
+        date: startDate,
+        symbol: ghostfolioFearAndGreedIndexSymbol
+      });
+    }
+
+    return benchmarksToGather;
+  }
+
+  private async getSymbols7D(): Promise<IDataGatheringItem[]> {
+    const startDate = subDays(resetHours(new Date()), 7);
+
+    const symbolProfilesToGather = (
+      await this.prismaService.symbolProfile.findMany({
+        orderBy: [{ symbol: 'asc' }],
+        select: {
+          dataSource: true,
+          scraperConfiguration: true,
+          symbol: true
+        }
+      })
+    ).map((symbolProfile) => {
+      return {
+        ...symbolProfile,
+        date: startDate
+      };
+    });
+
+    const currencyPairsToGather = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
+        return {
+          dataSource,
+          symbol,
+          date: startDate
+        };
+      });
+
+    return [
+      ...this.getBenchmarksToGather(startDate),
       ...currencyPairsToGather,
       ...symbolProfilesToGather
     ];
@@ -436,7 +541,7 @@ export class DataGatheringService {
     const lastDataGathering = await this.getLastDataGathering();
 
     const isDataGatheringLocked = await this.prismaService.property.findUnique({
-      where: { key: 'LOCKED_DATA_GATHERING' }
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
     });
 
     const diffInHours = differenceInHours(new Date(), lastDataGathering);

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';
 
@@ -78,7 +78,7 @@ export class AlphaVantageService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error, symbol);
+      Logger.error(error, symbol);
 
       return {};
     }

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

@@ -4,13 +4,19 @@ import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provi
 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, CryptocurrencyModule, PrismaModule],
+  imports: [
+    ConfigurationModule,
+    CryptocurrencyModule,
+    PrismaModule,
+    SymbolProfileModule
+  ],
   providers: [
     AlphaVantageService,
     DataProviderService,

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

@@ -9,9 +9,9 @@ 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 { format, isValid } from 'date-fns';
 import { isEmpty } from 'lodash';
 
 @Injectable()
@@ -62,7 +62,7 @@ export class DataProviderService {
       [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
     } = {};
 
-    if (isEmpty(aItems)) {
+    if (isEmpty(aItems) || !isValid(from) || !isValid(to)) {
       return response;
     }
 
@@ -96,7 +96,7 @@ export class DataProviderService {
                         ORDER BY date;`;
 
       const marketDataByGranularity: MarketData[] =
-        await this.prismaService.$queryRaw(queryRaw);
+        await this.prismaService.$queryRawUnsafe(queryRaw);
 
       response = marketDataByGranularity.reduce((r, marketData) => {
         const { date, marketPrice, symbol } = marketData;
@@ -109,7 +109,7 @@ export class DataProviderService {
         return r;
       }, {});
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     } finally {
       return response;
     }

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 [symbol] = aSymbols;
-
+      const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles(
-      const scraperConfig = await this.getScraperConfigurationBySymbol(symbol);
+        [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 [symbol] = aSymbols;
-
+      const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles(
-      const scraperConfiguration = await this.getScraperConfigurationBySymbol(
+        [symbol]
-        symbol
       );
+      const scraperConfiguration = symbolProfile?.scraperConfiguration;
 
       const get = bent(scraperConfiguration?.url, 'GET', 'string', 200, {});
 
@@ -122,28 +106,12 @@ 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;
   }
@@ -162,11 +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/rakuten-rapid-api/rakuten-rapid-api.service.ts

@@ -2,14 +2,9 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
-import {
+import { DATE_FORMAT, getToday, getYesterday } from '@ghostfolio/common/helper';
-  DATE_FORMAT,
-  getToday,
-  getYesterday,
-  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';
@@ -31,10 +26,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
   ) {}
 
   public canHandle(symbol: string) {
-    return (
+    return !!this.configurationService.get('RAKUTEN_RAPID_API_KEY');
-      isRakutenRapidApiSymbol(symbol) &&
-      !!this.configurationService.get('RAKUTEN_RAPID_API_KEY')
-    );
   }
 
   public async get(
@@ -61,7 +53,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
         };
       }
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
     }
 
     return {};
@@ -166,7 +158,7 @@ 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.spec.ts

@@ -0,0 +1,60 @@
+import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
+
+import { YahooFinanceService } from './yahoo-finance.service';
+
+jest.mock(
+  '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service',
+  () => {
+    return {
+      CryptocurrencyService: jest.fn().mockImplementation(() => {
+        return {
+          isCryptocurrency: (symbol: string) => {
+            switch (symbol) {
+              case 'BTCUSD':
+                return true;
+              case 'DOGEUSD':
+                return true;
+              default:
+                return false;
+            }
+          }
+        };
+      })
+    };
+  }
+);
+
+describe('YahooFinanceService', () => {
+  let cryptocurrencyService: CryptocurrencyService;
+  let yahooFinanceService: YahooFinanceService;
+
+  beforeAll(async () => {
+    cryptocurrencyService = new CryptocurrencyService();
+
+    yahooFinanceService = new YahooFinanceService(cryptocurrencyService);
+  });
+
+  it('convertFromYahooFinanceSymbol', async () => {
+    expect(
+      await yahooFinanceService.convertFromYahooFinanceSymbol('BRK-B')
+    ).toEqual('BRK-B');
+    expect(
+      await yahooFinanceService.convertFromYahooFinanceSymbol('BTC-USD')
+    ).toEqual('BTCUSD');
+    expect(
+      await yahooFinanceService.convertFromYahooFinanceSymbol('EURUSD=X')
+    ).toEqual('EURUSD');
+  });
+
+  it('convertToYahooFinanceSymbol', async () => {
+    expect(
+      await yahooFinanceService.convertToYahooFinanceSymbol('BTCUSD')
+    ).toEqual('BTC-USD');
+    expect(
+      await yahooFinanceService.convertToYahooFinanceSymbol('DOGEUSD')
+    ).toEqual('DOGE-USD');
+    expect(
+      await yahooFinanceService.convertToYahooFinanceSymbol('USDCHF')
+    ).toEqual('USDCHF=X');
+  });
+});

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

@@ -1,14 +1,14 @@
 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 { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
 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';
 import { countries } from 'countries-list';
-import { format } from 'date-fns';
+import { addDays, format, isSameDay } from 'date-fns';
 import * as yahooFinance from 'yahoo-finance';
 
 import {
@@ -35,6 +35,44 @@ export class YahooFinanceService implements DataProviderInterface {
     return true;
   }
 
+  public convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
+    const symbol = aYahooFinanceSymbol.replace(
+      new RegExp(`-${baseCurrency}$`),
+      baseCurrency
+    );
+    return symbol.replace('=X', '');
+  }
+
+  /**
+   * Converts a symbol to a Yahoo Finance symbol
+   *
+   * Currency:        USDCHF  -> USDCHF=X
+   * Cryptocurrency:  BTCUSD  -> BTC-USD
+   *                  DOGEUSD -> DOGE-USD
+   */
+  public convertToYahooFinanceSymbol(aSymbol: string) {
+    if (aSymbol.includes(baseCurrency) && aSymbol.length >= 6) {
+      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
+        return `${aSymbol}=X`;
+      } else if (
+        this.cryptocurrencyService.isCryptocurrency(
+          aSymbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
+        )
+      ) {
+        // Add a dash before the last three characters
+        // BTCUSD  -> BTC-USD
+        // DOGEUSD -> DOGE-USD
+        // SOL1USD -> SOL1-USD
+        return aSymbol.replace(
+          new RegExp(`-?${baseCurrency}$`),
+          `-${baseCurrency}`
+        );
+      }
+    }
+
+    return aSymbol;
+  }
+
   public async get(
     aSymbols: string[]
   ): Promise<{ [symbol: string]: IDataProviderResponse }> {
@@ -69,7 +107,7 @@ export class YahooFinanceService implements DataProviderInterface {
           exchange: this.parseExchange(value.price?.exchangeName),
           marketState:
             value.price?.marketState === 'REGULAR' ||
-            this.cryptocurrencyService.isCrypto(symbol)
+            this.cryptocurrencyService.isCryptocurrency(symbol)
               ? MarketState.open
               : MarketState.closed,
           marketPrice: value.price?.regularMarketPrice || 0,
@@ -117,7 +155,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return {};
     }
@@ -135,6 +173,10 @@ export class YahooFinanceService implements DataProviderInterface {
       return {};
     }
 
+    if (isSameDay(from, to)) {
+      to = addDays(to, 1);
+    }
+
     const yahooFinanceSymbols = aSymbols.map((symbol) => {
       return this.convertToYahooFinanceSymbol(symbol);
     });
@@ -169,7 +211,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return {};
     }
@@ -197,17 +239,21 @@ export class YahooFinanceService implements DataProviderInterface {
           // filter out undefined symbols
           return quote.symbol;
         })
-        .filter(({ quoteType }) => {
+        .filter(({ quoteType, symbol }) => {
           return (
-            quoteType === 'CRYPTOCURRENCY' ||
+            (quoteType === 'CRYPTOCURRENCY' &&
+              this.cryptocurrencyService.isCryptocurrency(
+                symbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
+              )) ||
             quoteType === 'EQUITY' ||
             quoteType === 'ETF'
           );
         })
         .filter(({ quoteType, symbol }) => {
           if (quoteType === 'CRYPTOCURRENCY') {
-            // Only allow cryptocurrencies in USD
+            // Only allow cryptocurrencies in base currency to avoid having redundancy in the database.
-            return symbol.includes('USD');
+            // Transactions need to be converted manually to the base currency before
+            return symbol.includes(baseCurrency);
           }
 
           return true;
@@ -231,43 +277,6 @@ export class YahooFinanceService implements DataProviderInterface {
     return { items };
   }
 
-  private convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
-    const symbol = aYahooFinanceSymbol.replace('-', '');
-    return symbol.replace('=X', '');
-  }
-
-  /**
-   * Converts a symbol to a Yahoo Finance symbol
-   *
-   * Currency:        USDCHF  -> USDCHF=X
-   * Cryptocurrency:  BTCUSD  -> BTC-USD
-   *                  DOGEUSD -> DOGE-USD
-   *                  SOL1USD -> SOL1-USD
-   */
-  private convertToYahooFinanceSymbol(aSymbol: string) {
-    if (
-      (aSymbol.includes('CHF') ||
-        aSymbol.includes('EUR') ||
-        aSymbol.includes('USD')) &&
-      aSymbol.length >= 6
-    ) {
-      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
-        return `${aSymbol}=X`;
-      } else if (
-        this.cryptocurrencyService.isCrypto(aSymbol) ||
-        this.cryptocurrencyService.isCrypto(aSymbol.replace('1', ''))
-      ) {
-        // Add a dash before the last three characters
-        // BTCUSD  -> BTC-USD
-        // DOGEUSD -> DOGE-USD
-        // SOL1USD -> SOL1-USD
-        return aSymbol.replace('USD', '-USD');
-      }
-    }
-
-    return aSymbol;
-  }
-
   private parseAssetClass(aPrice: IYahooFinancePrice): {
     assetClass: AssetClass;
     assetSubClass: AssetSubClass;

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

@@ -3,9 +3,10 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { Module } from '@nestjs/common';
 
 import { PrismaModule } from './prisma.module';
+import { PropertyModule } from './property/property.module';
 
 @Module({
-  imports: [DataProviderModule, PrismaModule],
+  imports: [DataProviderModule, PrismaModule, PropertyModule],
   providers: [ExchangeRateDataService],
   exports: [ExchangeRateDataService]
 })

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

@@ -1,13 +1,13 @@
-import { baseCurrency } from '@ghostfolio/common/config';
+import { PROPERTY_CURRENCIES, 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';
 
 import { DataProviderService } from './data-provider/data-provider.service';
 import { IDataGatheringItem } from './interfaces/interfaces';
 import { PrismaService } from './prisma.service';
+import { PropertyService } from './property/property.service';
 
 @Injectable()
 export class ExchangeRateDataService {
@@ -17,7 +17,8 @@ export class ExchangeRateDataService {
 
   public constructor(
     private readonly dataProviderService: DataProviderService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService
   ) {
     this.initialize();
   }
@@ -40,7 +41,10 @@ export class ExchangeRateDataService {
       currency2,
       dataSource
     } of this.prepareCurrencyPairs(this.currencies)) {
-      this.addCurrencyPairs({ currency1, currency2, dataSource });
+      this.currencyPairs.push({
+        dataSource,
+        symbol: `${currency1}${currency2}`
+      });
     }
 
     await this.loadCurrencies();
@@ -86,7 +90,7 @@ export class ExchangeRateDataService {
       };
     });
 
-    this.currencyPairs.forEach(({ symbol }) => {
+    Object.keys(resultExtended).forEach((symbol) => {
       const [currency1, currency2] = symbol.match(/.{1,3}/g);
       const date = format(getYesterday(), DATE_FORMAT);
 
@@ -140,33 +144,14 @@ 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;
   }
 
-  private addCurrencyPairs({
-    currency1,
-    currency2,
-    dataSource
-  }: {
-    currency1: string;
-    currency2: string;
-    dataSource: DataSource;
-  }) {
-    this.currencyPairs.push({
-      dataSource,
-      symbol: `${currency1}${currency2}`
-    });
-    this.currencyPairs.push({
-      dataSource,
-      symbol: `${currency2}${currency1}`
-    });
-  }
-
   private async prepareCurrencies(): Promise<string[]> {
-    const currencies: string[] = [];
+    let currencies: string[] = [];
 
     (
       await this.prismaService.account.findMany({
@@ -198,6 +183,14 @@ export class ExchangeRateDataService {
       currencies.push(symbolProfile.currency);
     });
 
+    const customCurrencies = (await this.propertyService.getByKey(
+      PROPERTY_CURRENCIES
+    )) as string[];
+
+    if (customCurrencies?.length > 0) {
+      currencies = currencies.concat(customCurrencies);
+    }
+
     return uniq(currencies).sort();
   }
 

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

@@ -9,13 +9,16 @@ export interface Environment extends CleanedEnvAccessors {
   ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
   ENABLE_FEATURE_FEAR_AND_GREED_INDEX: boolean;
   ENABLE_FEATURE_IMPORT: boolean;
+  ENABLE_FEATURE_READ_ONLY_MODE: boolean;
   ENABLE_FEATURE_SOCIAL_LOGIN: boolean;
   ENABLE_FEATURE_STATISTICS: boolean;
   ENABLE_FEATURE_SUBSCRIPTION: boolean;
+  ENABLE_FEATURE_SYSTEM_MESSAGE: boolean;
   GOOGLE_CLIENT_ID: string;
   GOOGLE_SECRET: string;
   JWT_SECRET_KEY: string;
   MAX_ITEM_IN_CACHE: number;
+  MAX_ORDERS_TO_IMPORT: number;
   PORT: number;
   RAKUTEN_RAPID_API_KEY: string;
   REDIS_HOST: string;

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

@@ -3,11 +3,10 @@ import {
   AssetClass,
   AssetSubClass,
   DataSource,
-  SymbolProfile
+  SymbolProfile,
+  Type as TypeOfOrder
 } from '@prisma/client';
 
-import { OrderType } from '../../models/order-type';
-
 export const MarketState = {
   closed: 'closed',
   delayed: 'delayed',
@@ -24,7 +23,7 @@ export interface IOrder {
   quantity: number;
   symbol: string;
   symbolProfile: SymbolProfile;
-  type: OrderType;
+  type: TypeOfOrder;
   unitPrice: number;
 }
 

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;
+  scraperConfiguration?: ScraperConfiguration | null;
-  symbol: string;
-  countries: Country[];
   sectors: Sector[];
+  symbol: string;
+  symbolMapping?: { [key: string]: string };
+  updatedAt: Date;
 }

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

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

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

@@ -1,9 +1,8 @@
+import { DateQuery } from '@ghostfolio/api/app/portfolio/interfaces/date-query.interface';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { resetHours } from '@ghostfolio/common/helper';
 import { Injectable } from '@nestjs/common';
-import { MarketData } from '@prisma/client';
+import { MarketData, Prisma } from '@prisma/client';
-
-import { DateQuery } from './interfaces/date-query.interface';
 
 @Injectable()
 export class MarketDataService {
@@ -48,4 +47,34 @@ export class MarketDataService {
       }
     });
   }
+
+  public async marketDataItems(params: {
+    skip?: number;
+    take?: number;
+    cursor?: Prisma.MarketDataWhereUniqueInput;
+    where?: Prisma.MarketDataWhereInput;
+    orderBy?: Prisma.MarketDataOrderByWithRelationInput;
+  }): Promise<MarketData[]> {
+    const { skip, take, cursor, where, orderBy } = params;
+
+    return this.prismaService.marketData.findMany({
+      cursor,
+      orderBy,
+      skip,
+      take,
+      where
+    });
+  }
+
+  public async updateMarketData(params: {
+    data: Prisma.MarketDataUpdateInput;
+    where: Prisma.MarketDataWhereUniqueInput;
+  }): Promise<MarketData> {
+    const { data, where } = params;
+
+    return this.prismaService.marketData.update({
+      data,
+      where
+    });
+  }
 }

apps/api/src/services/property/property.dto.ts

@@ -0,0 +1,6 @@
+import { IsString } from 'class-validator';
+
+export class PropertyDto {
+  @IsString()
+  value: string;
+}

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

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

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

@@ -0,0 +1,49 @@
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PROPERTY_CURRENCIES } from '@ghostfolio/common/config';
+import { Injectable } from '@nestjs/common';
+
+@Injectable()
+export class PropertyService {
+  public constructor(private readonly prismaService: PrismaService) {}
+
+  public async delete({ key }: { key: string }) {
+    return this.prismaService.property.delete({
+      where: { key }
+    });
+  }
+
+  public async get() {
+    const response: {
+      [key: string]: boolean | object | string | string[];
+    } = {
+      [PROPERTY_CURRENCIES]: []
+    };
+
+    const properties = await this.prismaService.property.findMany();
+
+    for (const property of properties) {
+      let value = property.value;
+
+      try {
+        value = JSON.parse(property.value);
+      } catch {}
+
+      response[property.key] = value;
+    }
+
+    return response;
+  }
+
+  public async getByKey(aKey: string) {
+    const properties = await this.get();
+    return properties?.[aKey];
+  }
+
+  public async put({ key, value }: { key: string; value: string }) {
+    return this.prismaService.property.upsert({
+      create: { key, value },
+      update: { value },
+      where: { key }
+    });
+  }
+}

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/api/tsconfig.app.json

@@ -6,6 +6,6 @@
     "emitDecoratorMetadata": true,
     "target": "es2015"
   },
-  "exclude": ["**/*.spec.ts"],
+  "exclude": ["**/*.spec.ts", "**/*.test.ts"],
   "include": ["**/*.ts"]
 }

apps/api/tsconfig.spec.json

@@ -5,5 +5,5 @@
     "module": "commonjs",
     "types": ["jest", "node"]
   },
-  "include": ["**/*.spec.ts", "**/*.d.ts"]
+  "include": ["**/*.spec.ts", "**/*.test.ts", "**/*.d.ts"]
 }

apps/client/jest.config.js

@@ -14,5 +14,8 @@ module.exports = {
     'jest-preset-angular/build/serializers/ng-snapshot',
     'jest-preset-angular/build/serializers/html-comment'
   ],
-  transform: { '^.+\\.(ts|js|html)$': 'jest-preset-angular' }
+  transform: {
+    '^.+.(ts|mjs|js|html)$': 'jest-preset-angular'
+  },
+  transformIgnorePatterns: ['node_modules/(?!.*.mjs$)']
 };

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"
@@ -9,18 +9,27 @@
 </header>
 
 <main role="main">
-  <div *ngIf="canCreateAccount" class="container create-account-container">
+  <div
+    *ngIf="canCreateAccount || (info?.systemMessage && user)"
+    class="container info-message-container"
+  >
     <div class="row">
       <div class="col-md-8 offset-md-2 text-center">
-        <a class="text-center" [routerLink]="['/']">
+        <a *ngIf="canCreateAccount" class="text-center" [routerLink]="['/']">
           <div
-            class="create-account-box d-inline-block px-3 py-2"
+            class="cursor-pointer d-inline-block info-message px-3 py-2"
             (click)="onCreateAccount()"
           >
             <span i18n>You are using the Live Demo.</span>
             <a class="ml-2" href="#" i18n>Create Account</a>
           </div></a
         >
+        <div
+          *ngIf="!canCreateAccount && info?.systemMessage && user"
+          class="d-inline-block info-message px-3 py-2"
+        >
+          {{ info.systemMessage }}
+        </div>
       </div>
     </div>
   </div>

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

@@ -8,14 +8,13 @@
     min-height: 100vh;
     padding-top: 5rem;
 
-    .create-account-container {
+    .info-message-container {
       height: 3.5rem;
       margin-top: -0.5rem;
 
-      .create-account-box {
+      .info-message {
         background-color: rgba(0, 0, 0, $alpha-hover);
         border-radius: 2rem;
-        cursor: pointer;
         font-size: 80%;
 
         a {

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

@@ -89,7 +89,7 @@ export class AppComponent implements OnDestroy, OnInit {
     this.tokenStorageService.signOut();
     this.userService.remove();
 
-    window.location.reload();
+    this.router.navigate(['/']);
   }
 
   public ngOnDestroy() {

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

@@ -15,6 +15,24 @@
         >(Default)</span
       >
     </td>
+    <td *matFooterCellDef class="px-1" mat-footer-cell>Total</td>
+  </ng-container>
+
+  <ng-container matColumnDef="currency">
+    <th
+      *matHeaderCellDef
+      class="d-none d-lg-table-cell px-1"
+      i18n
+      mat-header-cell
+    >
+      Currency
+    </th>
+    <td *matCellDef="let element" class="d-none d-lg-table-cell px-1" mat-cell>
+      {{ element.currency }}
+    </td>
+    <td *matFooterCellDef class="d-none d-lg-table-cell px-1" mat-footer-cell>
+      {{ baseCurrency }}
+    </td>
   </ng-container>
 
   <ng-container matColumnDef="platform">
@@ -37,6 +55,11 @@
         <span>{{ element.Platform?.name }}</span>
       </div>
     </td>
+    <td
+      *matFooterCellDef
+      class="d-none d-lg-table-cell px-1"
+      mat-footer-cell
+    ></td>
   </ng-container>
 
   <ng-container matColumnDef="transactions">
@@ -45,7 +68,12 @@
       <span class="d-none d-sm-block" i18n>Transactions</span>
     </th>
     <td *matCellDef="let element" class="px-1 text-right" mat-cell>
-      {{ element.transactionCount }}
+      <ng-container *ngIf="element.accountType === 'SECURITIES'">{{
+        element.transactionCount
+      }}</ng-container>
+    </td>
+    <td *matFooterCellDef class="px-1 text-right" mat-footer-cell>
+      {{ transactionCount }}
     </td>
   </ng-container>
 
@@ -56,9 +84,39 @@
     <td *matCellDef="let element" class="px-1 text-right" mat-cell>
       <gf-value
         class="d-inline-block justify-content-end"
-        [currency]="element.currency"
+        [isCurrency]="true"
         [locale]="locale"
-        [value]="element.balance"
+        [value]="element.convertedBalance"
+      ></gf-value>
+    </td>
+    <td *matFooterCellDef class="px-1 text-right" mat-footer-cell>
+      <gf-value
+        class="d-inline-block justify-content-end"
+        [isCurrency]="true"
+        [locale]="locale"
+        [value]="totalBalance"
+      ></gf-value>
+    </td>
+  </ng-container>
+
+  <ng-container matColumnDef="value">
+    <th *matHeaderCellDef class="px-1 text-right" i18n mat-header-cell>
+      Value
+    </th>
+    <td *matCellDef="let element" class="px-1 text-right" mat-cell>
+      <gf-value
+        class="d-inline-block justify-content-end"
+        [isCurrency]="true"
+        [locale]="locale"
+        [value]="element.value"
+      ></gf-value>
+    </td>
+    <td *matFooterCellDef class="px-1 text-right" mat-footer-cell>
+      <gf-value
+        class="d-inline-block justify-content-end"
+        [isCurrency]="true"
+        [locale]="locale"
+        [value]="totalValue"
       ></gf-value>
     </td>
   </ng-container>
@@ -88,10 +146,16 @@
         </button>
       </mat-menu>
     </td>
+    <td *matFooterCellDef class="px-1" mat-footer-cell></td>
   </ng-container>
 
   <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
   <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
+  <tr
+    *matFooterRowDef="displayedColumns"
+    mat-footer-row
+    [ngClass]="{ 'd-none': isLoading }"
+  ></tr>
 </table>
 
 <ngx-skeleton-loader

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

@@ -10,6 +10,16 @@
   }
 
   .mat-table {
+    td {
+      &.mat-footer-cell {
+        border-top: 1px solid
+          rgba(
+            var(--palette-foreground-divider),
+            var(--palette-foreground-divider-alpha)
+          );
+      }
+    }
+
     th {
       ::ng-deep {
         .mat-sort-header-container {
@@ -21,7 +31,14 @@
 }
 
 :host-context(.is-dark-theme) {
-  .mat-form-field {
+  .mat-table {
-    color: rgba(var(--light-primary-text));
+    td {
+      &.mat-footer-cell {
+        border-top-color: rgba(
+          var(--palette-foreground-divider-dark),
+          var(--palette-foreground-divider-dark-alpha)
+        );
+      }
+    }
   }
 }

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

@@ -24,6 +24,9 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
   @Input() deviceType: string;
   @Input() locale: string;
   @Input() showActions: boolean;
+  @Input() totalBalance: number;
+  @Input() totalValue: number;
+  @Input() transactionCount: number;
 
   @Output() accountDeleted = new EventEmitter<string>();
   @Output() accountToUpdate = new EventEmitter<AccountModel>();
@@ -41,7 +44,14 @@ export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
   public ngOnInit() {}
 
   public ngOnChanges() {
-    this.displayedColumns = ['account', 'platform', 'transactions', 'balance'];
+    this.displayedColumns = [
+      'account',
+      'currency',
+      'platform',
+      'transactions',
+      'balance',
+      'value'
+    ];
 
     if (this.showActions) {
       this.displayedColumns.push('actions');

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.html

@@ -0,0 +1,37 @@
+<div>
+  <gf-line-chart
+    class="mb-4"
+    [historicalDataItems]="historicalDataItems"
+    [showXAxis]="true"
+    [showYAxis]="true"
+  ></gf-line-chart>
+  <div *ngFor="let itemByMonth of marketDataByMonth | keyvalue" class="d-flex">
+    <div class="date px-1 text-nowrap">{{ itemByMonth.key }}</div>
+    <div class="align-items-center d-flex flex-grow-1 px-1">
+      <div
+        *ngFor="let dayItem of days; let i = index"
+        class="day"
+        [ngClass]="{
+          'cursor-pointer valid': isDateOfInterest(
+            itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
+          ),
+          available:
+            marketDataByMonth[itemByMonth.key][
+              i + 1 < 10 ? '0' + (i + 1) : i + 1
+            ]?.day ===
+            i + 1
+        }"
+        [title]="
+          (itemByMonth.key + '-' + (i + 1 < 10 ? '0' + (i + 1) : i + 1)
+            | date: defaultDateFormat) ?? ''
+        "
+        (click)="
+          onOpenMarketDataDetail({
+            day: i + 1 < 10 ? '0' + (i + 1) : i + 1,
+            yearMonth: itemByMonth.key
+          })
+        "
+      ></div>
+    </div>
+  </div>
+</div>

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.scss

@@ -0,0 +1,29 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+  font-size: 0.9rem;
+
+  .date {
+    font-feature-settings: 'tnum';
+    font-variant-numeric: tabular-nums;
+  }
+
+  .day {
+    height: 0.5rem;
+    margin-right: 0.25rem;
+    width: 0.5rem;
+
+    &:hover {
+      opacity: 0.8;
+    }
+
+    &.valid {
+      background-color: var(--danger);
+    }
+
+    &.available {
+      background-color: var(--success);
+    }
+  }
+}

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.component.ts

@@ -0,0 +1,117 @@
+import {
+  ChangeDetectionStrategy,
+  Component,
+  EventEmitter,
+  Input,
+  OnChanges,
+  OnInit,
+  Output
+} from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
+import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
+import { DataSource, MarketData } from '@prisma/client';
+import { format, isBefore, isValid, parse } from 'date-fns';
+import { DeviceDetectorService } from 'ngx-device-detector';
+import { Subject, takeUntil } from 'rxjs';
+
+import { MarketDataDetailDialog } from './market-data-detail-dialog/market-data-detail-dialog.component';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  selector: 'gf-admin-market-data-detail',
+  styleUrls: ['./admin-market-data-detail.component.scss'],
+  templateUrl: './admin-market-data-detail.component.html'
+})
+export class AdminMarketDataDetailComponent implements OnChanges, OnInit {
+  @Input() dataSource: DataSource;
+  @Input() marketData: MarketData[];
+  @Input() symbol: string;
+
+  @Output() marketDataChanged = new EventEmitter<boolean>();
+
+  public days = Array(31);
+  public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public deviceType: string;
+  public historicalDataItems: LineChartItem[];
+  public marketDataByMonth: {
+    [yearMonth: string]: { [day: string]: MarketData & { day: number } };
+  } = {};
+
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private deviceService: DeviceDetectorService,
+    private dialog: MatDialog
+  ) {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+  }
+
+  public ngOnInit() {}
+
+  public ngOnChanges() {
+    this.historicalDataItems = this.marketData.map((marketDataItem) => {
+      return {
+        date: format(marketDataItem.date, DATE_FORMAT),
+        value: marketDataItem.marketPrice
+      };
+    });
+    this.marketDataByMonth = {};
+
+    for (const marketDataItem of this.marketData) {
+      const currentDay = parseInt(format(marketDataItem.date, 'd'), 10);
+      const key = format(marketDataItem.date, 'yyyy-MM');
+
+      if (!this.marketDataByMonth[key]) {
+        this.marketDataByMonth[key] = {};
+      }
+
+      this.marketDataByMonth[key][
+        currentDay < 10 ? `0${currentDay}` : currentDay
+      ] = {
+        ...marketDataItem,
+        day: currentDay
+      };
+    }
+  }
+
+  public isDateOfInterest(aDateString: string) {
+    // Date is valid and in the past
+    const date = parse(aDateString, DATE_FORMAT, new Date());
+    return isValid(date) && isBefore(date, new Date());
+  }
+
+  public onOpenMarketDataDetail({
+    day,
+    yearMonth
+  }: {
+    day: string;
+    yearMonth: string;
+  }) {
+    const marketPrice = this.marketDataByMonth[yearMonth]?.[day]?.marketPrice;
+
+    const dialogRef = this.dialog.open(MarketDataDetailDialog, {
+      data: {
+        marketPrice,
+        dataSource: this.dataSource,
+        date: new Date(`${yearMonth}-${day}`),
+        symbol: this.symbol
+      },
+      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
+
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ withRefresh }) => {
+        this.marketDataChanged.next(withRefresh);
+      });
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

apps/client/src/app/components/admin-market-data-detail/admin-market-data-detail.module.ts

@@ -0,0 +1,15 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
+
+import { AdminMarketDataDetailComponent } from './admin-market-data-detail.component';
+import { GfMarketDataDetailDialogModule } from './market-data-detail-dialog/market-data-detail-dialog.module';
+
+@NgModule({
+  declarations: [AdminMarketDataDetailComponent],
+  exports: [AdminMarketDataDetailComponent],
+  imports: [CommonModule, GfLineChartModule, GfMarketDataDetailDialogModule],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAdminMarketDataDetailModule {}

apps/client/src/app/components/admin-market-data-detail/market-data-detail-dialog/interfaces/interfaces.ts

@@ -0,0 +1,8 @@
+import { DataSource } from '@prisma/client';
+
+export interface MarketDataDetailDialogParams {
+  dataSource: DataSource;
+  date: Date;
+  marketPrice: number;
+  symbol: string;
+}