Release 1.85.0 (#506)

* Fix data gathering of fear and greed index

* Update changelog

.gitignore

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

.vscode/launch.json

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

CHANGELOG.md

@@ -5,6 +5,174 @@ 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).
 
+## 1.85.0 - 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
@@ -60,7 +228,7 @@ 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
 
@@ -158,7 +326,7 @@ 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
 
@@ -173,7 +341,7 @@ 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
 
@@ -194,7 +362,7 @@ 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
 
@@ -316,7 +484,7 @@ 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
 
@@ -369,7 +537,7 @@ 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
 
@@ -429,7 +597,7 @@ 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
 

README.md

@@ -101,7 +101,7 @@ docker-compose -f docker/docker-compose-build-local.yml up
 Run the following command to setup the database once Ghostfolio is running:
 
 ```bash
-docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn setup:database
+docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn database:setup
 ```
 
 ### Fetch Historical Data
@@ -112,6 +112,14 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
+### Migrate Database
+
+With the following command you can keep your database schema in sync after a Ghostfolio version update:
+
+```bash
+docker-compose -f docker/docker-compose-build-local.yml exec ghostfolio yarn database:migrate
+```
+
 ## Development
 
 ### Prerequisites
@@ -126,7 +134,7 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 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

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",
@@ -69,7 +52,8 @@
           },
           "outputs": ["coverage/apps/api"]
         }
-      }
+      },
+      "tags": []
     },
     "client": {
       "projectType": "application",
@@ -201,7 +185,8 @@
           },
           "outputs": ["coverage/apps/client"]
         }
-      }
+      },
+      "tags": []
     },
     "client-e2e": {
       "root": "apps/client-e2e",
@@ -221,7 +206,9 @@
             }
           }
         }
-      }
+      },
+      "tags": [],
+      "implicitDependencies": ["client"]
     },
     "common": {
       "root": "libs/common",
@@ -242,7 +229,8 @@
             "passWithNoTests": true
           }
         }
-      }
+      },
+      "tags": []
     },
     "ui": {
       "projectType": "library",
@@ -300,7 +288,8 @@
             }
           }
         }
-      }
+      },
+      "tags": []
     },
     "ui-e2e": {
       "root": "apps/ui-e2e",
@@ -326,7 +315,9 @@
             "lintFilePatterns": ["apps/ui-e2e/**/*.{js,ts}"]
           }
         }
-      }
+      },
+      "tags": [],
+      "implicitDependencies": ["ui"]
     }
   }
 }

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

@@ -1,6 +1,11 @@
+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 {
+  nullifyValuesInObject,
+  nullifyValuesInObjects
+} from '@ghostfolio/api/helper/object.helper';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
+import { Accounts } from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasPermission,
@@ -34,6 +39,7 @@ 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
   ) {}
@@ -85,30 +91,39 @@ 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')

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

@@ -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

@@ -1,5 +1,9 @@
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
-import { AdminData } from '@ghostfolio/common/interfaces';
+import {
+  AdminData,
+  AdminMarketData,
+  AdminMarketDataDetails
+} from '@ghostfolio/common/interfaces';
 import {
   getPermissions,
   hasPermission,
@@ -11,11 +15,13 @@ import {
   Get,
   HttpException,
   Inject,
+  Param,
   Post,
   UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { DataSource } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
@@ -67,6 +73,29 @@ 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(
+        getPermissions(this.request.user.role),
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    this.dataGatheringService.gatherSymbol({ dataSource, symbol });
+
+    return;
+  }
+
   @Post('gather/profile-data')
   @UseGuards(AuthGuard('jwt'))
   public async gatherProfileData(): Promise<void> {
@@ -86,4 +115,42 @@ export class AdminController {
 
     return;
   }
+
+  @Get('market-data')
+  @UseGuards(AuthGuard('jwt'))
+  public async getMarketData(): Promise<AdminMarketData> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        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
+  ): Promise<AdminMarketDataDetails> {
+    if (
+      !hasPermission(
+        getPermissions(this.request.user.role),
+        permissions.accessAdminControl
+      )
+    ) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    return this.adminService.getMarketDataBySymbol(symbol);
+  }
 }

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

@@ -3,6 +3,7 @@ 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 { Module } from '@nestjs/common';
 
@@ -15,6 +16,7 @@ import { AdminService } from './admin.service';
     DataGatheringModule,
     DataProviderModule,
     ExchangeRateDataModule,
+    MarketDataModule,
     PrismaModule,
     SubscriptionModule
   ],

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

@@ -2,9 +2,14 @@ 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 { AdminData } from '@ghostfolio/common/interfaces';
+import {
+  AdminData,
+  AdminMarketData,
+  AdminMarketDataDetails
+} from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { differenceInDays } from 'date-fns';
 
@@ -14,12 +19,15 @@ 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 subscriptionService: SubscriptionService
   ) {}
 
   public async get(): Promise<AdminData> {
     return {
+      dataGatheringProgress:
+        await this.dataGatheringService.getDataGatheringProgress(),
       exchangeRates: this.exchangeRateDataService
         .getCurrencies()
         .filter((currency) => {
@@ -43,6 +51,31 @@ export class AdminService {
     };
   }
 
+  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
+        }
+      })
+    };
+  }
+
   private async getLastDataGathering() {
     const lastDataGathering =
       await this.dataGatheringService.getLastDataGathering();
@@ -58,7 +91,7 @@ export class AdminService {
       return 'IN_PROGRESS';
     }
 
-    return null;
+    return undefined;
   }
 
   private async getUsersWithAnalytics(): Promise<AdminData['users']> {

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/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/info/info.module.ts

@@ -1,9 +1,11 @@
+import { RedisCacheModule } from '@ghostfolio/api/app/redis-cache/redis-cache.module';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.module';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
 
@@ -18,7 +20,9 @@ import { InfoService } from './info.service';
     JwtModule.register({
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
-    })
+    }),
+    RedisCacheModule,
+    SymbolProfileModule
   ],
   controllers: [InfoController],
   providers: [

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

@@ -1,12 +1,14 @@
+import { RedisCacheService } from '@ghostfolio/api/app/redis-cache/redis-cache.service';
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { InfoItem } from '@ghostfolio/common/interfaces';
+import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
 import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
 import { permissions } from '@ghostfolio/common/permissions';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import * as bent from 'bent';
 import { subDays } from 'date-fns';
@@ -14,6 +16,7 @@ import { subDays } from 'date-fns';
 @Injectable()
 export class InfoService {
   private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
+  private static CACHE_KEY_STATISTICS = 'STATISTICS';
 
   public constructor(
     private readonly configurationService: ConfigurationService,
@@ -21,7 +24,8 @@ export class InfoService {
     private readonly exchangeRateDataService: ExchangeRateDataService,
     private readonly dataGatheringService: DataGatheringService,
     private readonly jwtService: JwtService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly redisCacheService: RedisCacheService
   ) {}
 
   public async get(): Promise<InfoItem> {
@@ -109,7 +113,7 @@ export class InfoService {
       const contributors = await get();
       return contributors?.length;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return undefined;
     }
@@ -130,7 +134,7 @@ export class InfoService {
       const { stargazers_count } = await get();
       return stargazers_count;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return undefined;
     }
@@ -176,6 +180,18 @@ 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);
@@ -183,7 +199,7 @@ export class InfoService {
     const gitHubContributors = await this.countGitHubContributors();
     const gitHubStargazers = await this.countGitHubStargazers();
 
-    return {
+    statistics = {
       activeUsers1d,
       activeUsers7d,
       activeUsers30d,
@@ -191,6 +207,13 @@ export class InfoService {
       gitHubStargazers,
       newUsers30d
     };
+
+    await this.redisCacheService.set(
+      InfoService.CACHE_KEY_STATISTICS,
+      JSON.stringify(statistics)
+    );
+
+    return statistics;
   }
 
   private async getSubscriptions(): Promise<Subscription[]> {

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

@@ -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 {

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-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

@@ -1502,11 +1502,11 @@ 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 +1622,11 @@ 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 +1665,11 @@ 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 +1883,9 @@ 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 +1904,11 @@ 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 +1990,11 @@ 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 +2299,11 @@ 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([
         {

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

@@ -1,7 +1,9 @@
+import { TimelineInfoInterface } from '@ghostfolio/api/app/portfolio/interfaces/timeline-info.interface';
 import { OrderType } from '@ghostfolio/api/models/order-type';
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
 import { TimelinePosition } from '@ghostfolio/common/interfaces';
+import { Logger } from '@nestjs/common';
 import Big from 'big.js';
 import {
   addDays,
@@ -236,7 +238,7 @@ export class PortfolioCalculator {
         if (!marketSymbolMap[nextDate]?.[item.symbol]) {
           invalidSymbols.push(item.symbol);
           hasErrors = true;
-          console.error(
+          Logger.error(
             `Missing value for symbol ${item.symbol} at ${nextDate}`
           );
           continue;
@@ -269,7 +271,7 @@ export class PortfolioCalculator {
           if (!initialValue) {
             invalidSymbols.push(item.symbol);
             hasErrors = true;
-            console.error(
+            Logger.error(
               `Missing value for symbol ${item.symbol} at ${currentDate}`
             );
             continue;
@@ -364,16 +366,20 @@ 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 +422,40 @@ 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 +515,8 @@ export class PortfolioCalculator {
           currentPosition.netPerformancePercentage.mul(currentInitialValue)
         );
       } else if (!currentPosition.quantity.eq(0)) {
-        console.error(
+        Logger.error(
-          `Initial value is missing for symbol ${currentPosition.symbol}`
+          `Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`
         );
         hasErrors = true;
       }
@@ -512,7 +547,7 @@ 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 +581,7 @@ export class PortfolioCalculator {
             userCurrency: this.currency
           });
         } catch (error) {
-          console.error(
+          Logger.error(
             `Failed to fetch info for date ${startDate} with exception`,
             error
           );
@@ -568,6 +603,8 @@ export class PortfolioCalculator {
     }
 
     const results: TimelinePeriod[] = [];
+    let maxNetPerformance: Big = null;
+    let minNetPerformance: Big = null;
     for (
       let currentDate = startDate;
       isBefore(currentDate, endDate);
@@ -591,18 +628,36 @@ 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) {

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')
@@ -366,7 +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';
@@ -30,6 +28,7 @@ import {
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, parseDate } from '@ghostfolio/common/helper';
 import {
+  Accounts,
   PortfolioDetails,
   PortfolioPerformance,
   PortfolioReport,
@@ -39,6 +38,7 @@ import {
 } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type {
+  AccountWithValue,
   DateRange,
   OrderWithAccount,
   RequestWithUser
@@ -56,12 +56,14 @@ 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 +83,59 @@ 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 +166,7 @@ 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 +177,21 @@ 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 +200,52 @@ 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(
@@ -258,7 +354,7 @@ export class PortfolioService {
       value: totalValue
     });
 
-    const accounts = await this.getAccounts(
+    const accounts = await this.getValueOfAccounts(
       orders,
       portfolioItemsNow,
       userCurrency,
@@ -295,10 +391,13 @@ 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 ?? '';
 
@@ -412,6 +511,8 @@ export class PortfolioService {
       }
 
       return {
+        assetClass,
+        assetSubClass,
         currency,
         firstBuyDate,
         grossPerformance,
@@ -427,7 +528,12 @@ 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 +573,8 @@ export class PortfolioService {
       }
 
       return {
+        assetClass,
+        assetSubClass,
         marketPrice,
         maxPrice,
         minPrice,
@@ -482,7 +590,8 @@ export class PortfolioService {
         netPerformancePercent: undefined,
         quantity: 0,
         symbol: aSymbol,
-        transactionCount: undefined
+        transactionCount: undefined,
+        value: 0
       };
     }
   }
@@ -580,7 +689,9 @@ export class PortfolioService {
           currentGrossPerformancePercent: 0,
           currentNetPerformance: 0,
           currentNetPerformancePercent: 0,
-          currentValue: 0
+          currentValue: 0,
+          isAllTimeHigh: false,
+          isAllTimeLow: false
         }
       };
     }
@@ -613,7 +724,9 @@ export class PortfolioService {
         currentGrossPerformancePercent,
         currentNetPerformance,
         currentNetPerformancePercent,
-        currentValue: currentValue
+        currentValue,
+        isAllTimeHigh: true, // TODO
+        isAllTimeLow: false // TODO
       }
     };
   }
@@ -663,7 +776,7 @@ 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,
@@ -863,7 +976,7 @@ export class PortfolioService {
     };
   }
 
-  private async getAccounts(
+  private async getValueOfAccounts(
     orders: OrderWithAccount[],
     portfolioItemsNow: { [p: string]: TimelinePosition },
     userCurrency: string,
@@ -878,32 +991,20 @@ 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] = {
-        );
+        current: convertedBalance,
-        accounts[account.name] = {
+        original: convertedBalance
-          current: balance,
+      };
-          original: balance
-        };
-
-        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;

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

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

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

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

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

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

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

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

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

@@ -1,5 +1,6 @@
 {
   "1INCH": "1inch",
+  "ALGO": "Algorand",
   "AVAX": "Avalanche",
   "MATIC": "Polygon",
   "SHIB": "Shiba Inu"

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

@@ -1,9 +1,7 @@
-import {
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
-  benchmarks,
+import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
-  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 {
   differenceInHours,
@@ -17,7 +15,6 @@ 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';
@@ -25,21 +22,23 @@ 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({
@@ -63,7 +62,7 @@ export class DataGatheringService {
           where: { key: 'LAST_DATA_GATHERING' }
         });
       } catch (error) {
-        console.error(error);
+        Logger.error(error);
       }
 
       await this.prismaService.property.delete({
@@ -72,7 +71,7 @@ export class DataGatheringService {
         }
       });
 
-      console.log('7d data gathering has been completed.');
+      Logger.log('7d data gathering has been completed.');
       console.timeEnd('data-gathering-7d');
     }
   }
@@ -83,7 +82,7 @@ export class DataGatheringService {
     });
 
     if (!isDataGatheringLocked) {
-      console.log('Max data gathering has been started.');
+      Logger.log('Max data gathering has been started.');
       console.time('data-gathering-max');
 
       await this.prismaService.property.create({
@@ -107,7 +106,7 @@ export class DataGatheringService {
           where: { key: 'LAST_DATA_GATHERING' }
         });
       } catch (error) {
-        console.error(error);
+        Logger.error(error);
       }
 
       await this.prismaService.property.delete({
@@ -116,13 +115,70 @@ export class DataGatheringService {
         }
       });
 
-      console.log('Max data gathering has been completed.');
+      Logger.log('Max data gathering has been completed.');
       console.timeEnd('data-gathering-max');
     }
   }
 
+  public async gatherSymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    const isDataGatheringLocked = await this.prismaService.property.findUnique({
+      where: { key: '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: '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: 'LAST_DATA_GATHERING',
+            value: new Date().toISOString()
+          },
+          update: { value: new Date().toISOString() },
+          where: { key: 'LAST_DATA_GATHERING' }
+        });
+      } catch (error) {
+        Logger.error(error);
+      }
+
+      await this.prismaService.property.delete({
+        where: {
+          key: 'LOCKED_DATA_GATHERING'
+        }
+      });
+
+      Logger.log(`Symbol data gathering for ${symbol} has been completed.`);
+      console.timeEnd('data-gathering-symbol');
+    }
+  }
+
   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 +188,25 @@ 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 +248,21 @@ 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 +318,18 @@ 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();
@@ -261,19 +339,14 @@ 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() {
@@ -294,76 +367,7 @@ 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 +375,6 @@ export class DataGatheringService {
         })
       )?.date ?? new Date();
 
-    const customSymbolsToGather =
-      await this.ghostfolioScraperApi.getCustomSymbolsToGather(startDate);
-
     const currencyPairsToGather = this.exchangeRateDataService
       .getCurrencyPairs()
       .map(({ dataSource, symbol }) => {
@@ -394,20 +395,79 @@ 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: 'LAST_DATA_GATHERING' }, { key: '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
     ];

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

@@ -9,7 +9,7 @@ import {
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
-import { Inject, Injectable } from '@nestjs/common';
+import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData } from '@prisma/client';
 import { format } from 'date-fns';
 import { isEmpty } from 'lodash';
@@ -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.ts

@@ -3,7 +3,7 @@ import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/c
 import { UNKNOWN_KEY } 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';
@@ -117,7 +117,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return {};
     }
@@ -169,7 +169,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
       return response;
     } catch (error) {
-      console.error(error);
+      Logger.error(error);
 
       return {};
     }
@@ -197,16 +197,20 @@ export class YahooFinanceService implements DataProviderInterface {
           // filter out undefined symbols
           return quote.symbol;
         })
-        .filter(({ quoteType }) => {
+        .filter(({ quoteType, symbol }) => {
           return (
-            quoteType === 'CRYPTOCURRENCY' ||
+            (quoteType === 'CRYPTOCURRENCY' &&
+              this.cryptocurrencyService.isCrypto(
+                symbol.replace(new RegExp('-USD$'), 'USD').replace('1', '')
+              )) ||
             quoteType === 'EQUITY' ||
             quoteType === 'ETF'
           );
         })
         .filter(({ quoteType, symbol }) => {
           if (quoteType === 'CRYPTOCURRENCY') {
-            // Only allow cryptocurrencies in USD
+            // Only allow cryptocurrencies in USD to avoid having redundancy in the database.
+            // Trades need to be converted manually before to USD (or a UI converter needs to be developed)
             return symbol.includes('USD');
           }
 
@@ -254,14 +258,15 @@ export class YahooFinanceService implements DataProviderInterface {
       if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
         return `${aSymbol}=X`;
       } else if (
-        this.cryptocurrencyService.isCrypto(aSymbol) ||
+        this.cryptocurrencyService.isCrypto(
-        this.cryptocurrencyService.isCrypto(aSymbol.replace('1', ''))
+          aSymbol.replace(new RegExp('-USD$'), 'USD').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.replace(new RegExp('-?USD$'), '-USD');
       }
     }
 

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

@@ -1,7 +1,6 @@
 import { baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
-import { Injectable } from '@nestjs/common';
+import { Injectable, Logger } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
 import { format } from 'date-fns';
 import { isEmpty, isNumber, uniq } from 'lodash';
 
@@ -40,7 +39,10 @@ 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 +88,7 @@ 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);
 
@@ -140,31 +142,12 @@ 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[] = [];
 

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 +47,22 @@ export class MarketDataService {
       }
     });
   }
+
+  public async marketDataItems(params: {
+    skip?: number;
+    take?: number;
+    cursor?: Prisma.MarketDataWhereUniqueInput;
+    where?: Prisma.MarketDataWhereInput;
+    orderBy?: Prisma.MarketDataOrderByInput;
+  }): Promise<MarketData[]> {
+    const { skip, take, cursor, where, orderBy } = params;
+
+    return this.prismaService.marketData.findMany({
+      cursor,
+      orderBy,
+      skip,
+      take,
+      where
+    });
+  }
 }

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/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 +1,23 @@
+<div class="py-2">
+  <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"
+        [title]="
+          (marketDataByMonth[itemByMonth.key][i + 1]?.date
+            | date: defaultDateFormat) ?? ''
+        "
+        [ngClass]="{
+          'available cursor-pointer':
+            marketDataByMonth[itemByMonth.key][i + 1]?.day == i + 1
+        }"
+        (click)="
+          marketDataByMonth[itemByMonth.key][i + 1] &&
+            onOpenMarketDataDetail(marketDataByMonth[itemByMonth.key][i + 1])
+        "
+      ></div>
+    </div>
+  </div>
+</div>

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

@@ -0,0 +1,22 @@
+@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 {
+    background-color: var(--danger);
+    height: 0.5rem;
+    margin-right: 0.25rem;
+    width: 0.5rem;
+
+    &.available {
+      background-color: var(--success);
+    }
+  }
+}

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

@@ -0,0 +1,83 @@
+import {
+  ChangeDetectionStrategy,
+  Component,
+  Input,
+  OnChanges,
+  OnInit
+} from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
+import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { MarketData } from '@prisma/client';
+import { format } 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() marketData: MarketData[];
+
+  public days = Array(31);
+  public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public deviceType: string;
+  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.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] = {
+        ...marketDataItem,
+        day: currentDay
+      };
+    }
+  }
+
+  public onOpenMarketDataDetail({ date, marketPrice, symbol }: MarketData) {
+    const dialogRef = this.dialog.open(MarketDataDetailDialog, {
+      data: {
+        marketPrice,
+        symbol,
+        date: format(date, DEFAULT_DATE_FORMAT)
+      },
+      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+    });
+
+    dialogRef
+      .afterClosed()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
+  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 +1,14 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+
+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, 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 +1,5 @@
+export interface MarketDataDetailDialogParams {
+  date: string;
+  marketPrice: number;
+  symbol: string;
+}

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

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

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

@@ -0,0 +1,25 @@
+<form class="d-flex flex-column h-100">
+  <h1 mat-dialog-title i18n>Details for {{ data.symbol }}</h1>
+  <div class="flex-grow-1" mat-dialog-content>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Date</mat-label>
+        <input matInput name="date" readonly [(ngModel)]="data.date" />
+      </mat-form-field>
+    </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>MarketPrice</mat-label>
+        <input
+          matInput
+          name="marketPrice"
+          readonly
+          [(ngModel)]="data.marketPrice"
+        />
+      </mat-form-field>
+    </div>
+  </div>
+  <div class="justify-content-end" mat-dialog-actions>
+    <button i18n mat-button (click)="onCancel()">Cancel</button>
+  </div>
+</form>

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

@@ -0,0 +1,26 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { FormsModule, ReactiveFormsModule } from '@angular/forms';
+import { MatButtonModule } from '@angular/material/button';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+
+import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
+
+@NgModule({
+  declarations: [MarketDataDetailDialog],
+  exports: [],
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatButtonModule,
+    MatDialogModule,
+    MatFormFieldModule,
+    MatInputModule,
+    ReactiveFormsModule
+  ],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfMarketDataDetailDialogModule {}

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

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

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

@@ -0,0 +1,97 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
+import { DataSource, MarketData } from '@prisma/client';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  selector: 'gf-admin-market-data',
+  styleUrls: ['./admin-market-data.scss'],
+  templateUrl: './admin-market-data.html'
+})
+export class AdminMarketDataComponent implements OnDestroy, OnInit {
+  public currentSymbol: string;
+  public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public marketData: AdminMarketDataItem[] = [];
+  public marketDataDetails: MarketData[] = [];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private adminService: AdminService,
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService
+  ) {}
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.fetchAdminMarketData();
+  }
+
+  public onGatherSymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    this.adminService
+      .gatherSymbol({ dataSource, symbol })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
+  public setCurrentSymbol(aSymbol: string) {
+    this.marketDataDetails = [];
+
+    if (this.currentSymbol === aSymbol) {
+      this.currentSymbol = '';
+    } else {
+      this.currentSymbol = aSymbol;
+
+      this.fetchAdminMarketDataBySymbol(this.currentSymbol);
+    }
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchAdminMarketData() {
+    this.dataService
+      .fetchAdminMarketData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ marketData }) => {
+        this.marketData = marketData;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private fetchAdminMarketDataBySymbol(aSymbol: string) {
+    this.dataService
+      .fetchAdminMarketDataBySymbol(aSymbol)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ marketData }) => {
+        this.marketDataDetails = marketData;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+}

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

@@ -0,0 +1,59 @@
+<div class="container">
+  <div class="row">
+    <div class="col">
+      <table class="gf-table w-100">
+        <thead>
+          <tr class="mat-header-row">
+            <th class="mat-header-cell px-1 py-2 text-right" i18n>#</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Symbol</th>
+            <th class="mat-header-cell px-1 py-2" i18n>Data Source</th>
+            <th class="mat-header-cell px-1 py-2" i18n>First Transaction</th>
+            <th class="mat-header-cell px-1 py-2"></th>
+          </tr>
+        </thead>
+        <tbody>
+          <ng-container *ngFor="let item of marketData; let i = index">
+            <tr
+              class="cursor-pointer mat-row"
+              (click)="setCurrentSymbol(item.symbol)"
+            >
+              <td class="mat-cell px-1 py-2 text-right">{{ i + 1 }}</td>
+              <td class="mat-cell px-1 py-2">{{ item.symbol }}</td>
+              <td class="mat-cell px-1 py-2">{{ item.dataSource}}</td>
+              <td class="mat-cell px-1 py-2">
+                {{ (item.date | date: defaultDateFormat) ?? '' }}
+              </td>
+              <td class="mat-cell px-1 py-2">
+                <button
+                  class="mx-1 no-min-width px-2"
+                  mat-button
+                  [matMenuTriggerFor]="accountMenu"
+                  (click)="$event.stopPropagation()"
+                >
+                  <ion-icon name="ellipsis-vertical"></ion-icon>
+                </button>
+                <mat-menu #accountMenu="matMenu" xPosition="before">
+                  <button
+                    i18n
+                    mat-menu-item
+                    (click)="onGatherSymbol({dataSource: item.dataSource, symbol: item.symbol})"
+                  >
+                    Gather Data
+                  </button>
+                </mat-menu>
+              </td>
+            </tr>
+            <tr *ngIf="currentSymbol === item.symbol" class="mat-row">
+              <td></td>
+              <td colspan="4">
+                <gf-admin-market-data-detail
+                  [marketData]="marketDataDetails"
+                ></gf-admin-market-data-detail>
+              </td>
+            </tr>
+          </ng-container>
+        </tbody>
+      </table>
+    </div>
+  </div>
+</div>

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

@@ -0,0 +1,19 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatMenuModule } from '@angular/material/menu';
+import { GfAdminMarketDataDetailModule } from '@ghostfolio/client/components/admin-market-data-detail/admin-market-data-detail.module';
+
+import { AdminMarketDataComponent } from './admin-market-data.component';
+
+@NgModule({
+  declarations: [AdminMarketDataComponent],
+  imports: [
+    CommonModule,
+    GfAdminMarketDataDetailModule,
+    MatButtonModule,
+    MatMenuModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAdminMarketDataModule {}

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

@@ -0,0 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+}

apps/client/src/app/components/admin-overview/admin-overview.component.ts

@@ -0,0 +1,150 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { CacheService } from '@ghostfolio/client/services/cache.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { User } from '@ghostfolio/common/interfaces';
+import {
+  differenceInSeconds,
+  formatDistanceToNowStrict,
+  isValid,
+  parseISO
+} from 'date-fns';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-admin-overview',
+  styleUrls: ['./admin-overview.scss'],
+  templateUrl: './admin-overview.html'
+})
+export class AdminOverviewComponent implements OnDestroy, OnInit {
+  public dataGatheringInProgress: boolean;
+  public dataGatheringProgress: number;
+  public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public exchangeRates: { label1: string; label2: string; value: number }[];
+  public lastDataGathering: string;
+  public transactionCount: number;
+  public userCount: number;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private adminService: AdminService,
+    private cacheService: CacheService,
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private userService: UserService
+  ) {}
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.fetchAdminData();
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+        }
+      });
+  }
+
+  public onFlushCache() {
+    this.cacheService
+      .flush()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  public onGatherMax() {
+    const confirmation = confirm(
+      'This action may take some time. Do you want to proceed?'
+    );
+
+    if (confirmation === true) {
+      this.adminService
+        .gatherMax()
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
+    }
+  }
+
+  public onGatherProfileData() {
+    this.adminService
+      .gatherProfileData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
+  public formatDistanceToNow(aDateString: string) {
+    if (aDateString) {
+      const distanceString = formatDistanceToNowStrict(parseISO(aDateString), {
+        addSuffix: true
+      });
+
+      return Math.abs(differenceInSeconds(parseISO(aDateString), new Date())) <
+        60
+        ? 'just now'
+        : distanceString;
+    }
+
+    return '';
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchAdminData() {
+    this.dataService
+      .fetchAdminData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(
+        ({
+          dataGatheringProgress,
+          exchangeRates,
+          lastDataGathering,
+          transactionCount,
+          userCount
+        }) => {
+          this.dataGatheringProgress = dataGatheringProgress;
+          this.exchangeRates = exchangeRates;
+
+          if (isValid(parseISO(lastDataGathering?.toString()))) {
+            this.lastDataGathering = formatDistanceToNowStrict(
+              new Date(lastDataGathering),
+              {
+                addSuffix: true
+              }
+            );
+          } else if (lastDataGathering === 'IN_PROGRESS') {
+            this.dataGatheringInProgress = true;
+          } else {
+            this.lastDataGathering = 'Starting soon...';
+          }
+
+          this.transactionCount = transactionCount;
+          this.userCount = userCount;
+
+          this.changeDetectorRef.markForCheck();
+        }
+      );
+  }
+}

apps/client/src/app/components/admin-overview/admin-overview.html

@@ -0,0 +1,107 @@
+<div class="container">
+  <div class="mb-5 row">
+    <div class="col">
+      <mat-card class="mb-3">
+        <mat-card-content>
+          <div
+            *ngIf="exchangeRates?.length > 0"
+            class="align-items-start d-flex my-3"
+          >
+            <div class="w-50" i18n>Exchange Rates</div>
+            <div class="w-50">
+              <table>
+                <tr *ngFor="let exchangeRate of exchangeRates">
+                  <td class="d-flex">
+                    <gf-value
+                      [locale]="user?.settings?.locale"
+                      [value]="1"
+                    ></gf-value>
+                  </td>
+                  <td class="pl-1">{{ exchangeRate.label1 }}</td>
+                  <td class="px-1">=</td>
+                  <td class="d-flex justify-content-end">
+                    <gf-value
+                      [locale]="user?.settings?.locale"
+                      [precision]="4"
+                      [value]="exchangeRate.value"
+                    ></gf-value>
+                  </td>
+                  <td class="pl-1">{{ exchangeRate.label2 }}</td>
+                </tr>
+              </table>
+            </div>
+          </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Data Gathering</div>
+            <div class="w-50">
+              <div>
+                <ng-container *ngIf="lastDataGathering"
+                  >{{ lastDataGathering }}</ng-container
+                >
+                <ng-container *ngIf="dataGatheringInProgress" i18n
+                  >In Progress ({{ dataGatheringProgress | percent : '1.2-2'
+                  }})</ng-container
+                >
+              </div>
+              <div class="mt-2 overflow-hidden">
+                <div class="mb-2">
+                  <button
+                    class="mw-100"
+                    color="accent"
+                    mat-flat-button
+                    (click)="onFlushCache()"
+                  >
+                    <ion-icon
+                      class="mr-1"
+                      name="close-circle-outline"
+                    ></ion-icon>
+                    <span i18n>Reset Data Gathering</span>
+                  </button>
+                </div>
+                <div class="mb-2">
+                  <button
+                    class="mw-100"
+                    color="warn"
+                    mat-flat-button
+                    [disabled]="dataGatheringInProgress"
+                    (click)="onGatherMax()"
+                  >
+                    <ion-icon class="mr-1" name="warning-outline"></ion-icon>
+                    <span i18n>Gather All Data</span>
+                  </button>
+                </div>
+                <div>
+                  <button
+                    class="mb-2 mr-2 mw-100"
+                    color="accent"
+                    mat-flat-button
+                    (click)="onGatherProfileData()"
+                  >
+                    <ion-icon
+                      class="mr-1"
+                      name="cloud-download-outline"
+                    ></ion-icon>
+                    <span i18n>Gather Profile Data</span>
+                  </button>
+                </div>
+              </div>
+            </div>
+          </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>User Count</div>
+            <div class="w-50">{{ userCount }}</div>
+          </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Transaction Count</div>
+            <div class="w-50">
+              <ng-container *ngIf="transactionCount">
+                {{ transactionCount }} ({{ transactionCount / userCount | number
+                : '1.2-2' }} <span i18n>per User</span>)
+              </ng-container>
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+</div>

apps/client/src/app/components/admin-overview/admin-overview.module.ts

@@ -0,0 +1,17 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { CacheService } from '@ghostfolio/client/services/cache.service';
+import { GfValueModule } from '@ghostfolio/ui/value';
+
+import { AdminOverviewComponent } from './admin-overview.component';
+
+@NgModule({
+  declarations: [AdminOverviewComponent],
+  exports: [],
+  imports: [CommonModule, GfValueModule, MatButtonModule, MatCardModule],
+  providers: [CacheService],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAdminOverviewModule {}

apps/client/src/app/components/admin-overview/admin-overview.scss

@@ -0,0 +1,17 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  .mat-flat-button {
+    ::ng-deep {
+      .mat-button-wrapper {
+        display: block;
+        overflow: hidden;
+        text-overflow: ellipsis;
+        white-space: nowrap;
+        width: 100%;
+      }
+    }
+  }
+}

apps/client/src/app/components/admin-users/admin-users.component.ts

@@ -0,0 +1,82 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { AdminData } from '@ghostfolio/common/interfaces';
+import {
+  differenceInSeconds,
+  formatDistanceToNowStrict,
+  parseISO
+} from 'date-fns';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-admin-users',
+  styleUrls: ['./admin-users.scss'],
+  templateUrl: './admin-users.html'
+})
+export class AdminUsersComponent implements OnDestroy, OnInit {
+  public users: AdminData['users'];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService
+  ) {}
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.fetchAdminData();
+  }
+
+  public formatDistanceToNow(aDateString: string) {
+    if (aDateString) {
+      const distanceString = formatDistanceToNowStrict(parseISO(aDateString), {
+        addSuffix: true
+      });
+
+      return Math.abs(differenceInSeconds(parseISO(aDateString), new Date())) <
+        60
+        ? 'just now'
+        : distanceString;
+    }
+
+    return '';
+  }
+
+  public onDeleteUser(aId: string) {
+    const confirmation = confirm('Do you really want to delete this user?');
+
+    if (confirmation) {
+      this.dataService
+        .deleteUser(aId)
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe({
+          next: () => {
+            this.fetchAdminData();
+          }
+        });
+    }
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchAdminData() {
+    this.dataService
+      .fetchAdminData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ users }) => {
+        this.users = users;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+}

apps/client/src/app/components/admin-users/admin-users.html

@@ -0,0 +1,86 @@
+<div class="container">
+  <div class="row">
+    <div class="col">
+      <div class="users">
+        <table class="gf-table">
+          <thead>
+            <tr class="mat-header-row">
+              <th class="mat-header-cell px-1 py-2 text-right" i18n>#</th>
+              <th class="mat-header-cell px-1 py-2" i18n>User</th>
+              <th class="mat-header-cell px-1 py-2 text-right" i18n>
+                Registration
+              </th>
+              <th class="mat-header-cell px-1 py-2 text-right" i18n>
+                Accounts
+              </th>
+              <th class="mat-header-cell px-1 py-2 text-right" i18n>
+                Transactions
+              </th>
+              <th class="mat-header-cell px-1 py-2 text-right" i18n>
+                Engagement per Day
+              </th>
+              <th class="mat-header-cell px-1 py-2" i18n>Last Activitiy</th>
+              <th class="mat-header-cell px-1 py-2"></th>
+            </tr>
+          </thead>
+          <tbody>
+            <tr *ngFor="let userItem of users; let i = index" class="mat-row">
+              <td class="mat-cell px-1 py-2 text-right">{{ i + 1 }}</td>
+              <td class="mat-cell px-1 py-2">
+                <div class="d-flex align-items-center">
+                  <span class="d-none d-sm-inline-block"
+                    >{{ userItem.alias || userItem.id }}</span
+                  >
+                  <span class="d-inline-block d-sm-none"
+                    >{{ userItem.alias || (userItem.id | slice:0:5) +
+                    '...' }}</span
+                  >
+                  <ion-icon
+                    *ngIf="userItem?.subscription?.type === 'Premium'"
+                    class="ml-1 text-muted"
+                    name="diamond-outline"
+                  ></ion-icon>
+                </div>
+              </td>
+              <td class="mat-cell px-1 py-2 text-right">
+                {{ formatDistanceToNow(userItem.createdAt) }}
+              </td>
+              <td class="mat-cell px-1 py-2 text-right">
+                {{ userItem.accountCount }}
+              </td>
+              <td class="mat-cell px-1 py-2 text-right">
+                {{ userItem.transactionCount }}
+              </td>
+              <td class="mat-cell px-1 py-2 text-right">
+                {{ userItem.engagement | number: '1.0-0' }}
+              </td>
+              <td class="mat-cell px-1 py-2">
+                {{ formatDistanceToNow(userItem.lastActivity) }}
+              </td>
+              <td class="mat-cell px-1 py-2">
+                <button
+                  class="mx-1 no-min-width px-2"
+                  mat-button
+                  [matMenuTriggerFor]="accountMenu"
+                  (click)="$event.stopPropagation()"
+                >
+                  <ion-icon name="ellipsis-vertical"></ion-icon>
+                </button>
+                <mat-menu #accountMenu="matMenu" xPosition="before">
+                  <button
+                    i18n
+                    mat-menu-item
+                    [disabled]="userItem.id === user?.id"
+                    (click)="onDeleteUser(userItem.id)"
+                  >
+                    Delete
+                  </button>
+                </mat-menu>
+              </td>
+            </tr>
+          </tbody>
+        </table>
+      </div>
+    </div>
+  </div>
+</div>

apps/client/src/app/components/admin-users/admin-users.module.ts

@@ -0,0 +1,14 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatMenuModule } from '@angular/material/menu';
+
+import { AdminUsersComponent } from './admin-users.component';
+
+@NgModule({
+  declarations: [AdminUsersComponent],
+  exports: [],
+  imports: [CommonModule, MatButtonModule, MatMenuModule],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAdminUsersModule {}

apps/client/src/app/components/admin-users/admin-users.scss

@@ -0,0 +1,18 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  .users {
+    overflow-x: auto;
+
+    table {
+      min-width: 100%;
+
+      .mat-row,
+      .mat-header-row {
+        width: 100%;
+      }
+    }
+  }
+}

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

@@ -1,4 +1,8 @@
-<span class="flex-grow-1 text-truncate">{{ title }}</span>
+<span
+  class="flex-grow-1 text-truncate"
+  [ngClass]="{ 'text-center': position === 'center' }"
+  >{{ title }}</span
+>
 <button
   *ngIf="deviceType !== 'mobile'"
   class="no-min-width px-0"

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

@@ -16,6 +16,7 @@ import {
 })
 export class DialogHeaderComponent implements OnInit {
   @Input() deviceType: string;
+  @Input() position: 'center' | 'left' = 'left';
   @Input() title: string;
 
   @Output() closeButtonClicked = new EventEmitter<void>();

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

@@ -2,7 +2,7 @@
   <ng-container *ngIf="user">
     <a
       [routerLink]="['/']"
-      class="align-items-center d-flex h-100 mx-2 no-min-width px-2 rounded-0"
+      class="align-items-center d-flex h-100 no-min-width px-2 rounded-0"
       mat-button
     >
       <gf-logo></gf-logo>
@@ -229,7 +229,13 @@
       mat-button
       [routerLink]="['/']"
     >
-      <gf-logo [hideName]="!currentRoute || currentRoute === 'start'"></gf-logo>
+      <gf-logo
+        [hideName]="
+          !currentRoute ||
+          currentRoute === 'register' ||
+          currentRoute === 'start'
+        "
+      ></gf-logo>
     </a>
     <span class="spacer"></span>
     <a
@@ -264,6 +270,7 @@
       Sign In
     </button>
     <a
+      *ngIf="currentRoute !== 'register'"
       class="d-none d-sm-block"
       color="primary"
       i18n

apps/client/src/app/components/home-holdings/home-holdings.component.ts

@@ -0,0 +1,84 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import {
+  RANGE,
+  SettingsStorageService
+} from '@ghostfolio/client/services/settings-storage.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { Position, User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { DateRange } from '@ghostfolio/common/types';
+import { DeviceDetectorService } from 'ngx-device-detector';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-home-holdings',
+  styleUrls: ['./home-holdings.scss'],
+  templateUrl: './home-holdings.html'
+})
+export class HomeHoldingsComponent implements OnDestroy, OnInit {
+  public dateRange: DateRange;
+  public deviceType: string;
+  public hasPermissionToCreateOrder: boolean;
+  public positions: Position[];
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private deviceService: DeviceDetectorService,
+    private settingsStorageService: SettingsStorageService,
+    private userService: UserService
+  ) {
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.hasPermissionToCreateOrder = hasPermission(
+            this.user.permissions,
+            permissions.createOrder
+          );
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
+    this.dateRange =
+      <DateRange>this.settingsStorageService.getSetting(RANGE) || 'max';
+
+    this.update();
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private update() {
+    this.dataService
+      .fetchPositions({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((response) => {
+        this.positions = response.positions;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.changeDetectorRef.markForCheck();
+  }
+}

apps/client/src/app/components/home-holdings/home-holdings.html

@@ -0,0 +1,26 @@
+<div class="container justify-content-center pb-3 px-3">
+  <div class="row">
+    <div class="align-items-center col-xs-12 col-md-8 offset-md-2">
+      <mat-card class="p-0">
+        <mat-card-content>
+          <gf-positions
+            [baseCurrency]="user?.settings?.baseCurrency"
+            [deviceType]="deviceType"
+            [locale]="user?.settings?.locale"
+            [positions]="positions"
+            [range]="dateRange"
+          ></gf-positions>
+        </mat-card-content>
+      </mat-card>
+      <div *ngIf="hasPermissionToCreateOrder" class="text-center">
+        <a
+          class="mt-3"
+          i18n
+          mat-button
+          [routerLink]="['/portfolio', 'transactions']"
+          >Manage Transactions...</a
+        >
+      </div>
+    </div>
+  </div>
+</div>

apps/client/src/app/components/home-holdings/home-holdings.module.ts

@@ -0,0 +1,23 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { RouterModule } from '@angular/router';
+import { GfPositionsModule } from '@ghostfolio/client/components/positions/positions.module';
+
+import { HomeHoldingsComponent } from './home-holdings.component';
+
+@NgModule({
+  declarations: [HomeHoldingsComponent],
+  exports: [],
+  imports: [
+    CommonModule,
+    GfPositionsModule,
+    MatButtonModule,
+    MatCardModule,
+    RouterModule
+  ],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfHomeHoldingsModule {}

apps/client/src/app/components/home-holdings/home-holdings.scss

@@ -0,0 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+}

apps/client/src/app/components/home-market/home-market.component.ts

@@ -0,0 +1,74 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
+import { User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { DataSource } from '@prisma/client';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-home-market',
+  styleUrls: ['./home-market.scss'],
+  templateUrl: './home-market.html'
+})
+export class HomeMarketComponent implements OnDestroy, OnInit {
+  public fearAndGreedIndex: number;
+  public hasPermissionToAccessFearAndGreedIndex: boolean;
+  public isLoading = true;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private userService: UserService
+  ) {
+    this.isLoading = true;
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.hasPermissionToAccessFearAndGreedIndex = hasPermission(
+            this.user.permissions,
+            permissions.accessFearAndGreedIndex
+          );
+
+          if (this.hasPermissionToAccessFearAndGreedIndex) {
+            this.dataService
+              .fetchSymbolItem({
+                dataSource: DataSource.RAKUTEN,
+                symbol: ghostfolioFearAndGreedIndexSymbol
+              })
+              .pipe(takeUntil(this.unsubscribeSubject))
+              .subscribe(({ marketPrice }) => {
+                this.fearAndGreedIndex = marketPrice;
+                this.isLoading = false;
+
+                this.changeDetectorRef.markForCheck();
+              });
+          }
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {}
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

apps/client/src/app/components/home-market/home-market.html

@@ -0,0 +1,25 @@
+<div
+  class="
+    align-items-center
+    container
+    d-flex
+    flex-grow-1
+    h-100
+    justify-content-center
+    w-100
+  "
+>
+  <div class="row w-100">
+    <div class="col-xs-12 col-md-8 offset-md-2">
+      <mat-card class="h-100">
+        <mat-card-content>
+          <gf-fear-and-greed-index
+            class="d-flex justify-content-center"
+            [fearAndGreedIndex]="fearAndGreedIndex"
+            [hidden]="isLoading"
+          ></gf-fear-and-greed-index>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+</div>

apps/client/src/app/components/home-market/home-market.module.ts

@@ -0,0 +1,15 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatCardModule } from '@angular/material/card';
+import { GfFearAndGreedIndexModule } from '@ghostfolio/client/components/fear-and-greed-index/fear-and-greed-index.module';
+
+import { HomeMarketComponent } from './home-market.component';
+
+@NgModule({
+  declarations: [HomeMarketComponent],
+  exports: [],
+  imports: [CommonModule, GfFearAndGreedIndexModule, MatCardModule],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfHomeMarketModule {}

apps/client/src/app/components/home-market/home-market.scss

@@ -0,0 +1,5 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+}

apps/client/src/app/components/home-overview/home-overview.component.ts

@@ -0,0 +1,127 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { ToggleOption } from '@ghostfolio/client/components/toggle/interfaces/toggle-option.type';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
+import {
+  RANGE,
+  SettingsStorageService
+} from '@ghostfolio/client/services/settings-storage.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { PortfolioPerformance, User } from '@ghostfolio/common/interfaces';
+import { DateRange } from '@ghostfolio/common/types';
+import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
+import { DeviceDetectorService } from 'ngx-device-detector';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-home-overview',
+  styleUrls: ['./home-overview.scss'],
+  templateUrl: './home-overview.html'
+})
+export class HomeOverviewComponent implements OnDestroy, OnInit {
+  public dateRange: DateRange;
+  public dateRangeOptions: ToggleOption[] = [
+    { label: 'Today', value: '1d' },
+    { label: 'YTD', value: 'ytd' },
+    { label: '1Y', value: '1y' },
+    { label: '5Y', value: '5y' },
+    { label: 'Max', value: 'max' }
+  ];
+  public deviceType: string;
+  public hasImpersonationId: boolean;
+  public historicalDataItems: LineChartItem[];
+  public isAllTimeHigh: boolean;
+  public isAllTimeLow: boolean;
+  public isLoadingPerformance = true;
+  public performance: PortfolioPerformance;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private deviceService: DeviceDetectorService,
+    private impersonationStorageService: ImpersonationStorageService,
+    private settingsStorageService: SettingsStorageService,
+    private userService: UserService
+  ) {
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
+
+    this.impersonationStorageService
+      .onChangeHasImpersonation()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((aId) => {
+        this.hasImpersonationId = !!aId;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.dateRange =
+      <DateRange>this.settingsStorageService.getSetting(RANGE) || 'max';
+
+    this.update();
+  }
+
+  public onChangeDateRange(aDateRange: DateRange) {
+    this.dateRange = aDateRange;
+    this.settingsStorageService.setSetting(RANGE, this.dateRange);
+    this.update();
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private update() {
+    this.isLoadingPerformance = true;
+
+    this.dataService
+      .fetchChart({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((chartData) => {
+        this.historicalDataItems = chartData.chart.map((chartDataItem) => {
+          return {
+            date: chartDataItem.date,
+            value: chartDataItem.value
+          };
+        });
+        this.isAllTimeHigh = chartData.isAllTimeHigh;
+        this.isAllTimeLow = chartData.isAllTimeLow;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.dataService
+      .fetchPortfolioPerformance({ range: this.dateRange })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((response) => {
+        this.performance = response;
+        this.isLoadingPerformance = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.changeDetectorRef.markForCheck();
+  }
+}

apps/client/src/app/components/home-overview/home-overview.html

@@ -0,0 +1,57 @@
+<div
+  class="
+    align-items-center
+    container
+    d-flex
+    flex-column
+    h-100
+    justify-content-center
+    overview
+    p-0
+    position-relative
+  "
+>
+  <div class="row w-100">
+    <div class="chart-container col">
+      <gf-line-chart
+        symbol="Performance"
+        [historicalDataItems]="historicalDataItems"
+        [ngClass]="{ 'pr-3': deviceType === 'mobile' }"
+        [showGradient]="true"
+        [showLoader]="false"
+        [showXAxis]="false"
+        [showYAxis]="false"
+      ></gf-line-chart>
+      <div
+        *ngIf="historicalDataItems?.length === 0"
+        class="align-items-center d-flex h-100 justify-content-center w-100"
+      >
+        <div class="d-flex justify-content-center">
+          <gf-no-transactions-info-indicator></gf-no-transactions-info-indicator>
+        </div>
+      </div>
+    </div>
+  </div>
+  <div class="overview-container row mt-1">
+    <div class="col">
+      <gf-portfolio-performance
+        class="pb-4"
+        [baseCurrency]="user?.settings?.baseCurrency"
+        [isAllTimeHigh]="isAllTimeHigh"
+        [isAllTimeLow]="isAllTimeLow"
+        [isLoading]="isLoadingPerformance"
+        [locale]="user?.settings?.locale"
+        [performance]="performance"
+        [showDetails]="!hasImpersonationId && !user.settings.isRestrictedView"
+      ></gf-portfolio-performance>
+      <div class="text-center">
+        <gf-toggle
+          [defaultValue]="dateRange"
+          [isLoading]="isLoadingPerformance"
+          [options]="dateRangeOptions"
+          (change)="onChangeDateRange($event.value)"
+        ></gf-toggle>
+      </div>
+    </div>
+  </div>
+</div>

apps/client/src/app/components/home-overview/home-overview.module.ts

@@ -0,0 +1,25 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { RouterModule } from '@angular/router';
+import { GfPortfolioPerformanceModule } from '@ghostfolio/client/components/portfolio-performance/portfolio-performance.module';
+import { GfToggleModule } from '@ghostfolio/client/components/toggle/toggle.module';
+import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
+import { GfNoTransactionsInfoModule } from '@ghostfolio/ui/no-transactions-info';
+
+import { HomeOverviewComponent } from './home-overview.component';
+
+@NgModule({
+  declarations: [HomeOverviewComponent],
+  exports: [],
+  imports: [
+    CommonModule,
+    GfLineChartModule,
+    GfNoTransactionsInfoModule,
+    GfPortfolioPerformanceModule,
+    GfToggleModule,
+    RouterModule
+  ],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfHomeOverviewModule {}

apps/client/src/app/components/home-overview/home-overview.scss

@@ -0,0 +1,34 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  .chart-container {
+    aspect-ratio: 16 / 9;
+    max-height: 50vh;
+
+    // Fallback for aspect-ratio (using padding hack)
+    @supports not (aspect-ratio: 16 / 9) {
+      &::before {
+        float: left;
+        padding-top: 56.25%;
+        content: '';
+      }
+
+      &::after {
+        display: block;
+        content: '';
+        clear: both;
+      }
+    }
+
+    gf-line-chart {
+      bottom: 0;
+      left: 0;
+      position: absolute;
+      right: 0;
+      top: 0;
+      z-index: -1;
+    }
+  }
+}

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

@@ -0,0 +1,66 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { PortfolioSummary, User } from '@ghostfolio/common/interfaces';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-home-summary',
+  styleUrls: ['./home-summary.scss'],
+  templateUrl: './home-summary.html'
+})
+export class HomeSummaryComponent implements OnDestroy, OnInit {
+  public isLoading = true;
+  public summary: PortfolioSummary;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private userService: UserService
+  ) {
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
+  }
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.update();
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private update() {
+    this.isLoading = true;
+
+    this.dataService
+      .fetchPortfolioSummary()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((response) => {
+        this.summary = response;
+        this.isLoading = false;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.changeDetectorRef.markForCheck();
+  }
+}

apps/client/src/app/components/home-summary/home-summary.html

@@ -0,0 +1,19 @@
+<div class="container pb-3 px-3">
+  <div class="row">
+    <div class="col-xs-12 col-md-8 offset-md-2">
+      <mat-card class="h-100">
+        <mat-card-header>
+          <mat-card-title i18n>Summary</mat-card-title>
+        </mat-card-header>
+        <mat-card-content>
+          <gf-portfolio-summary
+            [baseCurrency]="user?.settings?.baseCurrency"
+            [isLoading]="isLoading"
+            [locale]="user?.settings?.locale"
+            [summary]="summary"
+          ></gf-portfolio-summary>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+</div>