Release 0.93.0

.env

@@ -11,6 +11,6 @@ POSTGRES_DB=ghostfolio-db
 
 ACCESS_TOKEN_SALT=GHOSTFOLIO
 ALPHA_VANTAGE_API_KEY=
-DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?sslmode=prefer
+DATABASE_URL=postgresql://user:password@localhost:5432/ghostfolio-db?sslmode=prefer
 JWT_SECRET_KEY=123456
 PORT=3333

.travis.yml

@@ -1,10 +0,0 @@
-language: node_js
-git:
-  depth: false
-node_js:
-  - 14
-before_script:
-  - yarn
-script:
-  - yarn format:check
-  - yarn test

CHANGELOG.md

@@ -5,152 +5,6 @@ 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).
 
-## 1.7.0 - 22.05.2021
-
-### Changed
-
-- Hid footer on mobile (except on landing page)
-
-### Fixed
-
-- Fixed the internal navigation of the _Zen Mode_ in combination with a query parameter
-
-## 1.6.0 - 22.05.2021
-
-### Added
-
-- Added an index in the user table of the admin control panel
-
-### Changed
-
-- Improved the alignment in the user table of the admin control panel
-
-## 1.5.0 - 22.05.2021
-
-### Added
-
-- Added _Zen Mode_: the distraction-free view
-
-## 1.4.0 - 20.05.2021
-
-### Added
-
-- Added filtering by year in the transaction filtering component
-
-### Changed
-
-- Renamed _Ghostfolio Account_ to _My Ghostfolio_
-- Hid unknown exchange in the position overview
-- Disable the base currency selector for the demo user
-- Refactored the portfolio unit tests to work without database
-- Refactored the search functionality of the data management (aligned with data source)
-- Renamed shared helper to `@ghostfolio/common/helper`
-- Moved shared interfaces to `@ghostfolio/common/interfaces`
-- Moved shared types to `@ghostfolio/common/types`
-
-## 1.3.0 - 15.05.2021
-
-### Changed
-
-- Refactored the active menu item state by parsing the current url
-- Used a desaturated background color for unknown types in pie charts
-- Renamed the columns _Initial Share_ and _Current Share_ to _Initial Allocation_ and _Current Allocation_ in the positions table
-
-### Fixed
-
-- Fixed the link to the pricing page
-
-## 1.2.1 - 14.05.2021
-
-### Changed
-
-- Updated the sitemap
-
-## 1.2.0 - 14.05.2021
-
-### Changed
-
-- Harmonized the style of various tables
-- Keep the color per type when switching between _Initial_ and _Current_ in pie charts
-- Upgraded `chart.js` from version `3.0.2` to `3.2.1`
-- Moved the pricing section to a dedicated page
-- Improved the style of the transaction filtering component
-
-### Fixed
-
-- Fixed the tooltips when switching between _Initial_ and _Current_ in pie charts
-
-## 1.1.0 - 11.05.2021
-
-### Added
-
-- Added a button to fetch the current market price in the create or edit transaction dialog
-
-### Changed
-
-- Improved the transaction filtering with multi filter support
-
-### Fixed
-
-- Fixed the filtering by account name in the transactions table
-- Fixed the active menu item state when a modal has opened
-
-## 1.0.0 - 05.05.2021
-
-### Added
-
-- Added the functionality to clone a transaction
-- Added a _Google Play_ badge on the landing page
-
-### Changed
-
-- Changed to maskable icons
-
-## 0.99.0 - 03.05.2021
-
-### Added
-
-- Added support for deleting users in the admin control panel
-
-### Changed
-
-- Eliminated the platform attribute from the transaction model
-
-## 0.98.0 - 02.05.2021
-
-### Added
-
-- Added the logic to create and update accounts
-
-## 0.97.0 - 01.05.2021
-
-### Added
-
-- Added an account page as a preparation for the multi accounts support
-
-## 0.96.0 - 30.04.2021
-
-### Added
-
-- Added the absolute change to the position detail dialog
-- Added the number of transactions to the position detail dialog
-
-### Changed
-
-- Harmonized the slogan to "Open Source Portfolio Tracker"
-
-## 0.95.0 - 28.04.2021
-
-### Added
-
-- Added a data source attribute to the transactions model
-
-## 0.94.0 - 27.04.2021
-
-### Added
-
-- Added the generic scraper symbols to the symbol lookup results
-
 ## 0.93.0 - 26.04.2021
 
 ### Changed

README.md

@@ -7,11 +7,8 @@
     <a href="https://ghostfol.io"><strong>Live Demo</strong></a>
   </p>
   <p>
-    <a href="https://travis-ci.org/github/ghostfolio/ghostfolio" rel="nofollow">
-      <img src="https://travis-ci.org/ghostfolio/ghostfolio.svg?branch=main" alt="Build Status"/>
-    </a>
     <a href="https://www.gnu.org/licenses/agpl-3.0" rel="nofollow">
-      <img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3"/>
+      <img src="https://img.shields.io/badge/License-AGPL%20v3-blue.svg" alt="License: AGPL v3">
     </a>
   </p>
 </div>
@@ -71,18 +68,19 @@ The frontend is built with [Angular](https://angular.io).
 ### Setup
 
 1. Run `yarn install`
-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. 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 press _Gather All Data_ to fetch historical data
-1. Press _Sign out_ and check out the _Live Demo_
+2. Run `cd docker`
+3. Run `docker compose build`
+4. Run `docker compose up -d` to start [PostgreSQL](https://www.postgresql.org) and [Redis](https://redis.io)
+5. Run `cd -` to go back to the project root directory
+6. Run `yarn setup:database` to initialize the database schema and populate your database with (example) data
+7. Start server and client (see _Development_)
+8. Login as _Admin_ with the following _Security Token_: `ae76872ae8f3419c6d6f64bf51888ecbcc703927a342d815fafe486acdb938da07d0cf44fca211a0be74a423238f535362d390a41e81e633a9ce668a6e31cdf9`
+9. Go to the _Admin Control Panel_ and press _Gather All Data_ to fetch historical data
+10. Press _Sign out_ and check out the _Live Demo_
 
 ## Development
 
-Please make sure you have completed the instructions from [_Setup_](#Setup)
+Please make sure you have completed the instructions from _Setup_
 
 ### Start server
 

angular.json

@@ -208,22 +208,22 @@
         }
       }
     },
-    "common": {
-      "root": "libs/common",
-      "sourceRoot": "libs/common/src",
+    "helper": {
+      "root": "libs/helper",
+      "sourceRoot": "libs/helper/src",
       "projectType": "library",
       "architect": {
         "lint": {
           "builder": "@nrwl/linter:eslint",
           "options": {
-            "lintFilePatterns": ["libs/common/**/*.ts"]
+            "lintFilePatterns": ["libs/helper/**/*.ts"]
           }
         },
         "test": {
           "builder": "@nrwl/jest:jest",
-          "outputs": ["coverage/libs/common"],
+          "outputs": ["coverage/libs/helper"],
           "options": {
-            "jestConfig": "libs/common/jest.config.js",
+            "jestConfig": "libs/helper/jest.config.js",
             "passWithNoTests": true
           }
         }

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

@@ -1,10 +1,10 @@
-import { Access } from '@ghostfolio/common/interfaces';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 
 import { AccessService } from './access.service';
+import { Access } from './interfaces/access.interface';
 
 @Controller('access')
 export class AccessController {

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

@@ -1,8 +1,9 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { AccessWithGranteeUser } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 
+import { AccessWithGranteeUser } from './interfaces/access-with-grantee-user.type';
+
 @Injectable()
 export class AccessService {
   public constructor(private prisma: PrismaService) {}

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

@@ -1,241 +0,0 @@
-import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import {
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
-import {
-  Body,
-  Controller,
-  Delete,
-  Get,
-  Headers,
-  HttpException,
-  Inject,
-  Param,
-  Post,
-  Put,
-  UseGuards
-} from '@nestjs/common';
-import { REQUEST } from '@nestjs/core';
-import { AuthGuard } from '@nestjs/passport';
-import { Account as AccountModel } from '@prisma/client';
-import { StatusCodes, getReasonPhrase } from 'http-status-codes';
-
-import { AccountService } from './account.service';
-import { CreateAccountDto } from './create-account.dto';
-import { UpdateAccountDto } from './update-account.dto';
-
-@Controller('account')
-export class AccountController {
-  public constructor(
-    private readonly accountService: AccountService,
-    private readonly impersonationService: ImpersonationService,
-    @Inject(REQUEST) private readonly request: RequestWithUser
-  ) {}
-
-  @Delete(':id')
-  @UseGuards(AuthGuard('jwt'))
-  public async deleteAccount(@Param('id') id: string): Promise<AccountModel> {
-    if (
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.deleteAccount
-      )
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    const account = await this.accountService.accountWithOrders(
-      {
-        id_userId: {
-          id,
-          userId: this.request.user.id
-        }
-      },
-      { Order: true }
-    );
-
-    if (account?.isDefault || account?.Order.length > 0) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    return this.accountService.deleteAccount(
-      {
-        id_userId: {
-          id,
-          userId: this.request.user.id
-        }
-      },
-      this.request.user.id
-    );
-  }
-
-  @Get()
-  @UseGuards(AuthGuard('jwt'))
-  public async getAllAccounts(
-    @Headers('impersonation-id') impersonationId
-  ): Promise<AccountModel[]> {
-    const impersonationUserId = await this.impersonationService.validateImpersonationId(
-      impersonationId,
-      this.request.user.id
-    );
-
-    let accounts = await this.accountService.accounts({
-      include: { Order: true, Platform: true },
-      orderBy: { name: 'asc' },
-      where: { userId: impersonationUserId || this.request.user.id }
-    });
-
-    if (
-      impersonationUserId &&
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.readForeignPortfolio
-      )
-    ) {
-      accounts = nullifyValuesInObjects(accounts, [
-        'fee',
-        'quantity',
-        'unitPrice'
-      ]);
-    }
-
-    return accounts;
-  }
-
-  @Get(':id')
-  @UseGuards(AuthGuard('jwt'))
-  public async getAccountById(@Param('id') id: string): Promise<AccountModel> {
-    return this.accountService.account({
-      id_userId: {
-        id,
-        userId: this.request.user.id
-      }
-    });
-  }
-
-  @Post()
-  @UseGuards(AuthGuard('jwt'))
-  public async createAccount(
-    @Body() data: CreateAccountDto
-  ): Promise<AccountModel> {
-    if (
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.createAccount
-      )
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
-
-      return this.accountService.createAccount(
-        {
-          ...data,
-          Platform: { connect: { id: platformId } },
-          User: { connect: { id: this.request.user.id } }
-        },
-        this.request.user.id
-      );
-    } else {
-      delete data.platformId;
-
-      return this.accountService.createAccount(
-        {
-          ...data,
-          User: { connect: { id: this.request.user.id } }
-        },
-        this.request.user.id
-      );
-    }
-  }
-
-  @Put(':id')
-  @UseGuards(AuthGuard('jwt'))
-  public async update(@Param('id') id: string, @Body() data: UpdateAccountDto) {
-    if (
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.updateAccount
-      )
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    const originalAccount = await this.accountService.account({
-      id_userId: {
-        id,
-        userId: this.request.user.id
-      }
-    });
-
-    if (!originalAccount) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    if (data.platformId) {
-      const platformId = data.platformId;
-      delete data.platformId;
-
-      return this.accountService.updateAccount(
-        {
-          data: {
-            ...data,
-            Platform: { connect: { id: platformId } },
-            User: { connect: { id: this.request.user.id } }
-          },
-          where: {
-            id_userId: {
-              id,
-              userId: this.request.user.id
-            }
-          }
-        },
-        this.request.user.id
-      );
-    } else {
-      // platformId is null, remove it
-      delete data.platformId;
-
-      return this.accountService.updateAccount(
-        {
-          data: {
-            ...data,
-            Platform: originalAccount.platformId
-              ? { disconnect: true }
-              : undefined,
-            User: { connect: { id: this.request.user.id } }
-          },
-          where: {
-            id_userId: {
-              id,
-              userId: this.request.user.id
-            }
-          }
-        },
-        this.request.user.id
-      );
-    }
-  }
-}

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

@@ -1,30 +0,0 @@
-import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
-import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
-import { AlphaVantageService } from '@ghostfolio/api/services/data-provider/alpha-vantage/alpha-vantage.service';
-import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
-import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
-import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
-import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { Module } from '@nestjs/common';
-
-import { RedisCacheModule } from '../redis-cache/redis-cache.module';
-import { AccountController } from './account.controller';
-import { AccountService } from './account.service';
-
-@Module({
-  imports: [RedisCacheModule],
-  controllers: [AccountController],
-  providers: [
-    AccountService,
-    AlphaVantageService,
-    ConfigurationService,
-    DataProviderService,
-    GhostfolioScraperApiService,
-    ImpersonationService,
-    PrismaService,
-    RakutenRapidApiService,
-    YahooFinanceService
-  ]
-})
-export class AccountModule {}

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

@@ -1,89 +0,0 @@
-import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { Injectable } from '@nestjs/common';
-import { Account, Order, Prisma } from '@prisma/client';
-
-import { RedisCacheService } from '../redis-cache/redis-cache.service';
-
-@Injectable()
-export class AccountService {
-  public constructor(
-    private readonly redisCacheService: RedisCacheService,
-    private prisma: PrismaService
-  ) {}
-
-  public async account(
-    accountWhereUniqueInput: Prisma.AccountWhereUniqueInput
-  ): Promise<Account | null> {
-    return this.prisma.account.findUnique({
-      where: accountWhereUniqueInput
-    });
-  }
-
-  public async accountWithOrders(
-    accountWhereUniqueInput: Prisma.AccountWhereUniqueInput,
-    accountInclude: Prisma.AccountInclude
-  ): Promise<
-    Account & {
-      Order?: Order[];
-    }
-  > {
-    return this.prisma.account.findUnique({
-      include: accountInclude,
-      where: accountWhereUniqueInput
-    });
-  }
-
-  public async accounts(params: {
-    include?: Prisma.AccountInclude;
-    skip?: number;
-    take?: number;
-    cursor?: Prisma.AccountWhereUniqueInput;
-    where?: Prisma.AccountWhereInput;
-    orderBy?: Prisma.AccountOrderByInput;
-  }): Promise<Account[]> {
-    const { include, skip, take, cursor, where, orderBy } = params;
-
-    return this.prisma.account.findMany({
-      cursor,
-      include,
-      orderBy,
-      skip,
-      take,
-      where
-    });
-  }
-
-  public async createAccount(
-    data: Prisma.AccountCreateInput,
-    aUserId: string
-  ): Promise<Account> {
-    return this.prisma.account.create({
-      data
-    });
-  }
-
-  public async deleteAccount(
-    where: Prisma.AccountWhereUniqueInput,
-    aUserId: string
-  ): Promise<Account> {
-    this.redisCacheService.remove(`${aUserId}.portfolio`);
-
-    return this.prisma.account.delete({
-      where
-    });
-  }
-
-  public async updateAccount(
-    params: {
-      where: Prisma.AccountWhereUniqueInput;
-      data: Prisma.AccountUpdateInput;
-    },
-    aUserId: string
-  ): Promise<Account> {
-    const { data, where } = params;
-    return this.prisma.account.update({
-      data,
-      where
-    });
-  }
-}

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

@@ -1,14 +0,0 @@
-import { AccountType } from '@prisma/client';
-import { IsString, ValidateIf } from 'class-validator';
-
-export class CreateAccountDto {
-  @IsString()
-  accountType: AccountType;
-
-  @IsString()
-  name: string;
-
-  @IsString()
-  @ValidateIf((object, value) => value !== null)
-  platformId: string | null;
-}

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

@@ -1,17 +0,0 @@
-import { AccountType } from '@prisma/client';
-import { IsString, ValidateIf } from 'class-validator';
-
-export class UpdateAccountDto {
-  @IsString()
-  accountType: AccountType;
-
-  @IsString()
-  id: string;
-
-  @IsString()
-  name: string;
-
-  @IsString()
-  @ValidateIf((object, value) => value !== null)
-  platformId: string | null;
-}

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

@@ -1,11 +1,6 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
-import { AdminData } from '@ghostfolio/common/interfaces';
-import {
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Controller,
   Get,
@@ -19,6 +14,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { AdminService } from './admin.service';
+import { AdminData } from './interfaces/admin-data.interface';
 
 @Controller('admin')
 export class AdminController {

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

@@ -1,9 +1,10 @@
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { AdminData } from '@ghostfolio/common/interfaces';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
 
+import { AdminData } from './interfaces/admin-data.interface';
+
 @Injectable()
 export class AdminService {
   public constructor(
@@ -108,7 +109,7 @@ export class AdminService {
         createdAt: true,
         id: true
       },
-      take: 30,
+      take: 20,
       where: {
         NOT: {
           Analytics: null

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

@@ -16,7 +16,6 @@ import { YahooFinanceService } from '../services/data-provider/yahoo-finance/yah
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { PrismaService } from '../services/prisma.service';
 import { AccessModule } from './access/access.module';
-import { AccountModule } from './account/account.module';
 import { AdminModule } from './admin/admin.module';
 import { AppController } from './app.controller';
 import { AuthModule } from './auth/auth.module';
@@ -33,7 +32,6 @@ import { UserModule } from './user/user.module';
   imports: [
     AdminModule,
     AccessModule,
-    AccountModule,
     AuthModule,
     CacheModule,
     ConfigModule.forRoot(),

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

@@ -1,5 +1,5 @@
-import { RequestWithUser } from '@ghostfolio/common/types';
-import { Controller, Inject, Post, UseGuards } from '@nestjs/common';
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { Controller, Inject, Param, Post, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 

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

@@ -1,6 +1,9 @@
-import { baseCurrency, benchmarks } from '@ghostfolio/common/config';
-import { isApiTokenAuthorized } from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import {
+  baseCurrency,
+  benchmarks,
+  isApiTokenAuthorized
+} from '@ghostfolio/helper';
 import {
   Body,
   Controller,

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

@@ -3,11 +3,11 @@ import { DataProviderService } from '@ghostfolio/api/services/data-provider.serv
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { RulesService } from '@ghostfolio/api/services/rules.service';
-import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Currency, Type } from '@prisma/client';
 import { parseISO } from 'date-fns';
 
+import { OrderWithPlatform } from '../order/interfaces/order-with-platform.type';
 import { CreateOrderDto } from './create-order.dto';
 import { Data } from './interfaces/data.interface';
 
@@ -33,13 +33,12 @@ export class ExperimentalService {
     aDate: Date,
     aBaseCurrency: Currency
   ): Promise<Data> {
-    const ordersWithPlatform: OrderWithAccount[] = aOrders.map((order) => {
+    const ordersWithPlatform: OrderWithPlatform[] = aOrders.map((order) => {
       return {
         ...order,
         accountId: undefined,
         accountUserId: undefined,
         createdAt: new Date(),
-        dataSource: undefined,
         date: parseISO(order.date),
         fee: 0,
         id: undefined,

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

@@ -1,7 +1,7 @@
-import { InfoItem } from '@ghostfolio/common/interfaces';
 import { Controller, Get } from '@nestjs/common';
 
 import { InfoService } from './info.service';
+import { InfoItem } from './interfaces/info-item.interface';
 
 @Controller('info')
 export class InfoController {

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

@@ -1,11 +1,12 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { InfoItem } from '@ghostfolio/common/interfaces';
-import { permissions } from '@ghostfolio/common/permissions';
+import { permissions } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import { JwtService } from '@nestjs/jwt';
 import { Currency } from '@prisma/client';
 
+import { InfoItem } from './interfaces/info-item.interface';
+
 @Injectable()
 export class InfoService {
   private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';

apps/api/src/app/interfaces/request-with-user.type.ts

@@ -1,3 +1,3 @@
-import { UserWithSettings } from '@ghostfolio/common/interfaces';
+import { UserWithSettings } from './user-with-settings';
 
 export type RequestWithUser = Request & { user: UserWithSettings };

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

@@ -1,4 +1,4 @@
-import { Currency, DataSource, Type } from '@prisma/client';
+import { Currency, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class CreateOrderDto {
@@ -8,15 +8,16 @@ export class CreateOrderDto {
   @IsString()
   currency: Currency;
 
-  @IsString()
-  dataSource: DataSource;
-
   @IsISO8601()
   date: string;
 
   @IsNumber()
   fee: number;
 
+  @IsString()
+  @ValidateIf((object, value) => value !== null)
+  platformId: string | null;
+
   @IsNumber()
   quantity: number;
 

apps/api/src/app/order/interfaces/order-with-platform.type.ts

@@ -0,0 +1,3 @@
+import { Order, Platform } from '@prisma/client';
+
+export type OrderWithPlatform = Order & { Platform?: Platform };

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

@@ -1,11 +1,7 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import { nullifyValuesInObjects } from '@ghostfolio/api/helper/object.helper';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import {
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Body,
   Controller,
@@ -74,12 +70,8 @@ export class OrderController {
     );
 
     let orders = await this.orderService.orders({
-      include: {
-        Account: {
       include: {
         Platform: true
-          }
-        }
       },
       orderBy: { date: 'desc' },
       where: { userId: impersonationUserId || this.request.user.id }
@@ -129,6 +121,27 @@ export class OrderController {
     const accountId = data.accountId;
     delete data.accountId;
 
+    if (data.platformId) {
+      const platformId = data.platformId;
+      delete data.platformId;
+
+      return this.orderService.createOrder(
+        {
+          ...data,
+          date,
+          Account: {
+            connect: {
+              id_userId: { id: accountId, userId: this.request.user.id }
+            }
+          },
+          Platform: { connect: { id: platformId } },
+          User: { connect: { id: this.request.user.id } }
+        },
+        this.request.user.id
+      );
+    } else {
+      delete data.platformId;
+
       return this.orderService.createOrder(
         {
           ...data,
@@ -143,6 +156,7 @@ export class OrderController {
         this.request.user.id
       );
     }
+  }
 
   @Put(':id')
   @UseGuards(AuthGuard('jwt'))
@@ -166,18 +180,15 @@ export class OrderController {
       }
     });
 
-    if (!originalOrder) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
     const date = parseISO(data.date);
 
     const accountId = data.accountId;
     delete data.accountId;
 
+    if (data.platformId) {
+      const platformId = data.platformId;
+      delete data.platformId;
+
       return this.orderService.updateOrder(
         {
           data: {
@@ -188,6 +199,35 @@ export class OrderController {
                 id_userId: { id: accountId, userId: this.request.user.id }
               }
             },
+            Platform: { connect: { id: platformId } },
+            User: { connect: { id: this.request.user.id } }
+          },
+          where: {
+            id_userId: {
+              id,
+              userId: this.request.user.id
+            }
+          }
+        },
+        this.request.user.id
+      );
+    } else {
+      // platformId is null, remove it
+      delete data.platformId;
+
+      return this.orderService.updateOrder(
+        {
+          data: {
+            ...data,
+            date,
+            Account: {
+              connect: {
+                id_userId: { id: accountId, userId: this.request.user.id }
+              }
+            },
+            Platform: originalOrder.platformId
+              ? { disconnect: true }
+              : undefined,
             User: { connect: { id: this.request.user.id } }
           },
           where: {
@@ -201,3 +241,4 @@ export class OrderController {
       );
     }
   }
+}

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

@@ -1,11 +1,11 @@
 import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { OrderWithAccount } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { Order, Prisma } from '@prisma/client';
 
 import { CacheService } from '../cache/cache.service';
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
+import { OrderWithPlatform } from './interfaces/order-with-platform.type';
 
 @Injectable()
 export class OrderService {
@@ -31,7 +31,7 @@ export class OrderService {
     cursor?: Prisma.OrderWhereUniqueInput;
     where?: Prisma.OrderWhereInput;
     orderBy?: Prisma.OrderOrderByInput;
-  }): Promise<OrderWithAccount[]> {
+  }): Promise<OrderWithPlatform[]> {
     const { include, skip, take, cursor, where, orderBy } = params;
 
     return this.prisma.order.findMany({

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

@@ -1,4 +1,4 @@
-import { Currency, DataSource, Type } from '@prisma/client';
+import { Currency, Type } from '@prisma/client';
 import { IsISO8601, IsNumber, IsString, ValidateIf } from 'class-validator';
 
 export class UpdateOrderDto {
@@ -8,15 +8,16 @@ export class UpdateOrderDto {
   @IsString()
   currency: Currency;
 
-  @IsString()
-  dataSource: DataSource;
-
   @IsISO8601()
   date: string;
 
   @IsNumber()
   fee: number;
 
+  @IsString()
+  @ValidateIf((object, value) => value !== null)
+  platformId: string | null;
+
   @IsString()
   id: string;
 

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

@@ -1,5 +1,13 @@
 import { Currency } from '@prisma/client';
 
+export interface PortfolioItem {
+  date: string;
+  grossPerformancePercent: number;
+  investment: number;
+  positions: { [symbol: string]: Position };
+  value: number;
+}
+
 export interface Position {
   averagePrice: number;
   currency: Currency;
@@ -8,5 +16,4 @@ export interface Position {
   investmentInOriginalCurrency?: number;
   marketPrice?: number;
   quantity: number;
-  transactionCount: number;
 }

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

@@ -1,8 +1,6 @@
-import { Currency } from '@prisma/client';
-
 export interface PortfolioPositionDetail {
   averagePrice: number;
-  currency: Currency;
+  currency: string;
   firstBuyDate: string;
   grossPerformance: number;
   grossPerformancePercent: number;
@@ -13,7 +11,6 @@ export interface PortfolioPositionDetail {
   minPrice: number;
   quantity: number;
   symbol: string;
-  transactionCount: number;
 }
 
 export interface HistoricalDataItem {

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

@@ -2,11 +2,6 @@ import { MarketState } from '@ghostfolio/api/services/interfaces/interfaces';
 import { Currency } from '@prisma/client';
 
 export interface PortfolioPosition {
-  accounts: {
-    [name: string]: { current: number; original: number };
-  };
-  allocationCurrent: number;
-  allocationInvestment: number;
   currency: Currency;
   exchange?: string;
   grossPerformance: number;
@@ -18,9 +13,13 @@ export interface PortfolioPosition {
   marketPrice: number;
   marketState: MarketState;
   name: string;
+  platforms: {
+    [name: string]: { current: number; original: number };
+  };
   quantity: number;
   sector?: string;
-  transactionCount: number;
+  shareCurrent: number;
+  shareInvestment: number;
   symbol: string;
   type?: string;
   url?: string;

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

@@ -1,3 +1,7 @@
+export interface PortfolioReport {
+  rules: { [group: string]: PortfolioReportRule[] };
+}
+
 export interface PortfolioReportRule {
   evaluation: string;
   name: string;

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

@@ -4,19 +4,7 @@ import {
 } from '@ghostfolio/api/helper/object.helper';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
-import {
-  PortfolioItem,
-  PortfolioOverview,
-  PortfolioPerformance,
-  PortfolioPosition,
-  PortfolioReport
-} from '@ghostfolio/common/interfaces';
-import {
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Controller,
   Get,
@@ -33,10 +21,16 @@ import { AuthGuard } from '@nestjs/passport';
 import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
+import { RequestWithUser } from '../interfaces/request-with-user.type';
+import { PortfolioItem } from './interfaces/portfolio-item.interface';
+import { PortfolioOverview } from './interfaces/portfolio-overview.interface';
+import { PortfolioPerformance } from './interfaces/portfolio-performance.interface';
 import {
   HistoricalDataItem,
   PortfolioPositionDetail
 } from './interfaces/portfolio-position-detail.interface';
+import { PortfolioPosition } from './interfaces/portfolio-position.interface';
+import { PortfolioReport } from './interfaces/portfolio-report.interface';
 import { PortfolioService } from './portfolio.service';
 
 @Controller('portfolio')
@@ -191,11 +185,11 @@ export class PortfolioController {
         portfolioPosition.investment =
           portfolioPosition.investment / totalInvestment;
 
-        for (const [account, { current, original }] of Object.entries(
-          portfolioPosition.accounts
+        for (const [platform, { current, original }] of Object.entries(
+          portfolioPosition.platforms
         )) {
-          portfolioPosition.accounts[account].current = current / totalValue;
-          portfolioPosition.accounts[account].original =
+          portfolioPosition.platforms[platform].current = current / totalValue;
+          portfolioPosition.platforms[platform].original =
             original / totalInvestment;
         }
 

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

@@ -1,14 +1,10 @@
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import { Portfolio } from '@ghostfolio/api/models/portfolio';
 import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { ImpersonationService } from '@ghostfolio/api/services/impersonation.service';
 import { IOrder } from '@ghostfolio/api/services/interfaces/interfaces';
 import { RulesService } from '@ghostfolio/api/services/rules.service';
-import {
-  PortfolioItem,
-  PortfolioOverview
-} from '@ghostfolio/common/interfaces';
-import { DateRange, RequestWithUser } from '@ghostfolio/common/types';
 import { Inject, Injectable } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import {
@@ -30,6 +26,9 @@ import * as roundTo from 'round-to';
 import { OrderService } from '../order/order.service';
 import { RedisCacheService } from '../redis-cache/redis-cache.service';
 import { UserService } from '../user/user.service';
+import { DateRange } from './interfaces/date-range.type';
+import { PortfolioItem } from './interfaces/portfolio-item.interface';
+import { PortfolioOverview } from './interfaces/portfolio-overview.interface';
 import {
   HistoricalDataItem,
   PortfolioPositionDetail
@@ -74,7 +73,7 @@ export class PortfolioService {
       // Get portfolio from database
       const orders = await this.orderService.orders({
         include: {
-          Account: true
+          Platform: true
         },
         orderBy: { date: 'asc' },
         where: { userId: aUserId }
@@ -210,8 +209,7 @@ export class PortfolioService {
         firstBuyDate,
         investment,
         marketPrice,
-        quantity,
-        transactionCount
+        quantity
       } = portfolio.getPositions(new Date())[aSymbol];
 
       const historicalData = await this.dataProviderService.getHistorical(
@@ -264,7 +262,6 @@ export class PortfolioService {
         maxPrice,
         minPrice,
         quantity,
-        transactionCount,
         grossPerformance: this.exchangeRateDataService.toCurrency(
           marketPrice - averagePrice,
           currency,
@@ -318,8 +315,7 @@ export class PortfolioService {
         maxPrice: undefined,
         minPrice: undefined,
         quantity: undefined,
-        symbol: aSymbol,
-        transactionCount: undefined
+        symbol: aSymbol
       };
     }
 
@@ -335,8 +331,7 @@ export class PortfolioService {
       maxPrice: undefined,
       minPrice: undefined,
       quantity: undefined,
-      symbol: aSymbol,
-      transactionCount: undefined
+      symbol: aSymbol
     };
   }
 

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

@@ -1,7 +1,4 @@
-import { DataSource } from '@prisma/client';
-
 export interface LookupItem {
-  dataSource: DataSource;
   name: string;
   symbol: string;
 }

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

@@ -1,7 +1,6 @@
-import { Currency, DataSource } from '@prisma/client';
+import { Currency } from '@prisma/client';
 
 export interface SymbolItem {
   currency: Currency;
-  dataSource: DataSource;
   marketPrice: number;
 }

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

@@ -1,4 +1,4 @@
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
 import {
   Controller,
   Get,
@@ -28,12 +28,9 @@ export class SymbolController {
    */
   @Get('lookup')
   @UseGuards(AuthGuard('jwt'))
-  public async lookupSymbol(
-    @Query() { query = '' }
-  ): Promise<{ items: LookupItem[] }> {
+  public async lookupSymbol(@Query() { query }): Promise<LookupItem[]> {
     try {
-      const encodedQuery = encodeURIComponent(query.toLowerCase());
-      return this.symbolService.lookup(encodedQuery);
+      return this.symbolService.lookup(query);
     } catch {
       throw new HttpException(
         getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),

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

@@ -1,8 +1,8 @@
 import { DataProviderService } from '@ghostfolio/api/services/data-provider.service';
-import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { convertFromYahooSymbol } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
 import { Injectable } from '@nestjs/common';
-import { Currency, DataSource } from '@prisma/client';
+import { Currency } from '@prisma/client';
+import * as bent from 'bent';
 
 import { LookupItem } from './interfaces/lookup-item.interface';
 import { SymbolItem } from './interfaces/symbol-item.interface';
@@ -10,45 +10,55 @@ import { SymbolItem } from './interfaces/symbol-item.interface';
 @Injectable()
 export class SymbolService {
   public constructor(
-    private readonly dataProviderService: DataProviderService,
-    private readonly ghostfolioScraperApiService: GhostfolioScraperApiService
+    private readonly dataProviderService: DataProviderService
   ) {}
 
   public async get(aSymbol: string): Promise<SymbolItem> {
     const response = await this.dataProviderService.get([aSymbol]);
-    const { currency, dataSource, marketPrice } = response[aSymbol];
+    const { currency, marketPrice } = response[aSymbol];
 
     return {
-      dataSource,
       marketPrice,
       currency: <Currency>(<unknown>currency)
     };
   }
 
-  public async lookup(aQuery: string): Promise<{ items: LookupItem[] }> {
-    const results: { items: LookupItem[] } = { items: [] };
-
-    if (!aQuery) {
-      return results;
-    }
+  public async lookup(aQuery: string): Promise<LookupItem[]> {
+    const get = bent(
+      `https://query1.finance.yahoo.com/v1/finance/search?q=${aQuery}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
+      'GET',
+      'json',
+      200
+    );
 
     try {
-      const { items } = await this.dataProviderService.search(aQuery);
-      results.items = items;
+      const { quotes } = await get();
 
-      // Add custom symbols
-      const scraperConfigurations = await this.ghostfolioScraperApiService.getScraperConfigurations();
-      scraperConfigurations.forEach((scraperConfiguration) => {
-        if (scraperConfiguration.name.toLowerCase().startsWith(aQuery)) {
-          results.items.push({
-            dataSource: DataSource.GHOSTFOLIO,
-            name: scraperConfiguration.name,
-            symbol: scraperConfiguration.symbol
-          });
+      return quotes
+        .filter(({ isYahooFinance }) => {
+          return isYahooFinance;
+        })
+        .filter(({ quoteType }) => {
+          return (
+            quoteType === 'CRYPTOCURRENCY' ||
+            quoteType === 'EQUITY' ||
+            quoteType === 'ETF'
+          );
+        })
+        .filter(({ quoteType, symbol }) => {
+          if (quoteType === 'CRYPTOCURRENCY') {
+            // Only allow cryptocurrencies in USD
+            return symbol.includes('USD');
           }
-      });
 
-      return results;
+          return true;
+        })
+        .map(({ longname, shortname, symbol }) => {
+          return {
+            name: longname || shortname,
+            symbol: convertFromYahooSymbol(symbol)
+          };
+        });
     } catch (error) {
       console.error(error);
 

apps/api/src/app/user/interfaces/user.interface.ts

@@ -1,7 +1,6 @@
-import { Access } from '@ghostfolio/api/app/user/interfaces/access.interface';
-import { Account } from '@prisma/client';
+import { Account, Currency } from '@prisma/client';
 
-import { UserSettings } from './user-settings.interface';
+import { Access } from './access.interface';
 
 export interface User {
   access: Access[];
@@ -15,3 +14,8 @@ export interface User {
     type: 'Trial';
   };
 }
+
+export interface UserSettings {
+  baseCurrency: Currency;
+  locale: string;
+}

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

@@ -1,10 +1,7 @@
-import { Currency, ViewMode } from '@prisma/client';
+import { Currency } from '@prisma/client';
 import { IsString } from 'class-validator';
 
 export class UpdateUserSettingsDto {
   @IsString()
-  baseCurrency: Currency;
-
-  @IsString()
-  viewMode: ViewMode;
+  currency: Currency;
 }

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

@@ -1,14 +1,8 @@
-import { User } from '@ghostfolio/common/interfaces';
-import {
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
-import { RequestWithUser } from '@ghostfolio/common/types';
+import { RequestWithUser } from '@ghostfolio/api/app/interfaces/request-with-user.type';
+import { getPermissions, hasPermission, permissions } from '@ghostfolio/helper';
 import {
   Body,
   Controller,
-  Delete,
   Get,
   HttpException,
   Inject,
@@ -21,10 +15,10 @@ import { REQUEST } from '@nestjs/core';
 import { JwtService } from '@nestjs/jwt';
 import { AuthGuard } from '@nestjs/passport';
 import { Provider } from '@prisma/client';
-import { User as UserModel } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { UserItem } from './interfaces/user-item.interface';
+import { User } from './interfaces/user.interface';
 import { UpdateUserSettingsDto } from './update-user-settings.dto';
 import { UserService } from './user.service';
 
@@ -36,27 +30,6 @@ export class UserController {
     private readonly userService: UserService
   ) {}
 
-  @Delete(':id')
-  @UseGuards(AuthGuard('jwt'))
-  public async deleteUser(@Param('id') id: string): Promise<UserModel> {
-    if (
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.deleteUser
-      ) ||
-      id === this.request.user.id
-    ) {
-      throw new HttpException(
-        getReasonPhrase(StatusCodes.FORBIDDEN),
-        StatusCodes.FORBIDDEN
-      );
-    }
-
-    return this.userService.deleteUser({
-      id
-    });
-  }
-
   @Get()
   @UseGuards(AuthGuard('jwt'))
   public async getUser(@Param('id') id: string): Promise<User> {
@@ -93,9 +66,8 @@ export class UserController {
     }
 
     return await this.userService.updateUserSettings({
-      currency: data.baseCurrency,
-      userId: this.request.user.id,
-      viewMode: data.viewMode
+      currency: data.currency,
+      userId: this.request.user.id
     });
   }
 }

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

@@ -1,13 +1,18 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
-import { locale } from '@ghostfolio/common/config';
-import { resetHours } from '@ghostfolio/common/helper';
-import { User as IUser, UserWithSettings } from '@ghostfolio/common/interfaces';
-import { getPermissions, permissions } from '@ghostfolio/common/permissions';
+import {
+  getPermissions,
+  locale,
+  permissions,
+  resetHours
+} from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
-import { Currency, Prisma, Provider, User, ViewMode } from '@prisma/client';
+import { Currency, Prisma, Provider, User } from '@prisma/client';
 import { add } from 'date-fns';
 
+import { UserWithSettings } from '../interfaces/user-with-settings';
+import { User as IUser } from './interfaces/user.interface';
+
 const crypto = require('crypto');
 
 @Injectable()
@@ -52,9 +57,8 @@ export class UserService {
       accounts: Account,
       permissions: currentPermissions,
       settings: {
-        locale,
-        baseCurrency: Settings?.currency ?? UserService.DEFAULT_CURRENCY,
-        viewMode: Settings.viewMode ?? ViewMode.DEFAULT
+        baseCurrency: Settings?.currency || UserService.DEFAULT_CURRENCY,
+        locale
       },
       subscription: {
         expiresAt: resetHours(add(new Date(), { days: 7 })),
@@ -81,8 +85,7 @@ export class UserService {
       user.Settings = {
         currency: UserService.DEFAULT_CURRENCY,
         updatedAt: new Date(),
-        userId: user?.id,
-        viewMode: ViewMode.DEFAULT
+        userId: user?.id
       };
     }
 
@@ -160,28 +163,6 @@ export class UserService {
   }
 
   public async deleteUser(where: Prisma.UserWhereUniqueInput): Promise<User> {
-    await this.prisma.access.deleteMany({
-      where: { OR: [{ granteeUserId: where.id }, { userId: where.id }] }
-    });
-
-    await this.prisma.account.deleteMany({
-      where: { userId: where.id }
-    });
-
-    await this.prisma.analytics.delete({
-      where: { userId: where.id }
-    });
-
-    await this.prisma.order.deleteMany({
-      where: { userId: where.id }
-    });
-
-    try {
-      await this.prisma.settings.delete({
-        where: { userId: where.id }
-      });
-    } catch {}
-
     return this.prisma.user.delete({
       where
     });
@@ -189,12 +170,10 @@ export class UserService {
 
   public async updateUserSettings({
     currency,
-    userId,
-    viewMode
+    userId
   }: {
-    currency?: Currency;
+    currency: Currency;
     userId: string;
-    viewMode?: ViewMode;
   }) {
     await this.prisma.settings.upsert({
       create: {
@@ -203,12 +182,10 @@ export class UserService {
           connect: {
             id: userId
           }
-        },
-        viewMode
+        }
       },
       update: {
-        currency,
-        viewMode
+        currency
       },
       where: {
         userId: userId

apps/api/src/models/interfaces/portfolio.interface.ts

@@ -1,4 +1,7 @@
-import { PortfolioItem, Position } from '@ghostfolio/common/interfaces';
+import {
+  PortfolioItem,
+  Position
+} from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
 
 import { Order } from '../order';
 

apps/api/src/models/interfaces/rule.interface.ts

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 
 import { EvaluationResult } from './evaluation-result.interface';
 

apps/api/src/models/order.ts

@@ -1,27 +1,27 @@
-import { Account, Currency, Platform } from '@prisma/client';
+import { Currency, Platform } from '@prisma/client';
 import { v4 as uuidv4 } from 'uuid';
 
 import { IOrder } from '../services/interfaces/interfaces';
 import { OrderType } from './order-type';
 
 export class Order {
-  private account: Account;
   private currency: Currency;
   private fee: number;
   private date: string;
   private id: string;
   private quantity: number;
+  private platform: Platform;
   private symbol: string;
   private total: number;
   private type: OrderType;
   private unitPrice: number;
 
   public constructor(data: IOrder) {
-    this.account = data.account;
     this.currency = data.currency;
     this.fee = data.fee;
     this.date = data.date;
     this.id = data.id || uuidv4();
+    this.platform = data.platform;
     this.quantity = data.quantity;
     this.symbol = data.symbol;
     this.type = data.type;
@@ -30,10 +30,6 @@ export class Order {
     this.total = this.quantity * data.unitPrice;
   }
 
-  public getAccount() {
-    return this.account;
-  }
-
   public getCurrency() {
     return this.currency;
   }
@@ -50,6 +46,10 @@ export class Order {
     return this.id;
   }
 
+  public getPlatform() {
+    return this.platform;
+  }
+
   public getQuantity() {
     return this.quantity;
   }

apps/api/src/models/portfolio.spec.ts

@@ -1,102 +1,65 @@
-import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
-import { getUtc, getYesterday } from '@ghostfolio/common/helper';
-import {
-  AccountType,
-  Currency,
-  DataSource,
-  Role,
-  Type,
-  ViewMode
-} from '@prisma/client';
-import { format } from 'date-fns';
+import { baseCurrency, getUtc, getYesterday } from '@ghostfolio/helper';
+import { Test } from '@nestjs/testing';
+import { Currency, Role, Type } from '@prisma/client';
 
+import { ConfigurationService } from '../services/configuration.service';
 import { DataProviderService } from '../services/data-provider.service';
+import { AlphaVantageService } from '../services/data-provider/alpha-vantage/alpha-vantage.service';
+import { GhostfolioScraperApiService } from '../services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { RakutenRapidApiService } from '../services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
+import { YahooFinanceService } from '../services/data-provider/yahoo-finance/yahoo-finance.service';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { MarketState } from '../services/interfaces/interfaces';
+import { PrismaService } from '../services/prisma.service';
 import { RulesService } from '../services/rules.service';
 import { Portfolio } from './portfolio';
 
-jest.mock('../services/data-provider.service', () => {
-  return {
-    DataProviderService: jest.fn().mockImplementation(() => {
-      const today = format(new Date(), 'yyyy-MM-dd');
-      const yesterday = format(getYesterday(), 'yyyy-MM-dd');
-
-      return {
-        get: () => {
-          return Promise.resolve({
-            BTCUSD: {
-              currency: Currency.USD,
-              dataSource: DataSource.YAHOO,
-              exchange: UNKNOWN_KEY,
-              marketPrice: 57973.008,
-              marketState: MarketState.open,
-              name: 'Bitcoin USD',
-              type: 'Cryptocurrency'
-            },
-            ETHUSD: {
-              currency: Currency.USD,
-              dataSource: DataSource.YAHOO,
-              exchange: UNKNOWN_KEY,
-              marketPrice: 3915.337,
-              marketState: MarketState.open,
-              name: 'Ethereum USD',
-              type: 'Cryptocurrency'
-            }
-          });
-        },
-        getHistorical: () => {
-          return Promise.resolve({
-            BTCUSD: {
-              [yesterday]: 56710.122,
-              [today]: 57973.008
-            },
-            ETHUSD: {
-              [yesterday]: 3641.984,
-              [today]: 3915.337
-            }
-          });
-        }
-      };
-    })
-  };
-});
-
-jest.mock('../services/exchange-rate-data.service', () => {
-  return {
-    ExchangeRateDataService: jest.fn().mockImplementation(() => {
-      return {
-        initialize: () => Promise.resolve(),
-        toCurrency: (value: number) => value
-      };
-    })
-  };
-});
-
-jest.mock('../services/data-provider.service');
-jest.mock('../services/exchange-rate-data.service');
-jest.mock('../services/rules.service');
-
 const DEFAULT_ACCOUNT_ID = '693a834b-eb89-42c9-ae47-35196c25d269';
 const USER_ID = 'ca6ce867-5d31-495a-bce9-5942bbca9237';
 
 describe('Portfolio', () => {
+  let alphaVantageService: AlphaVantageService;
+  let configurationService: ConfigurationService;
   let dataProviderService: DataProviderService;
   let exchangeRateDataService: ExchangeRateDataService;
+  let ghostfolioScraperApiService: GhostfolioScraperApiService;
   let portfolio: Portfolio;
+  let prismaService: PrismaService;
+  let rakutenRapidApiService: RakutenRapidApiService;
   let rulesService: RulesService;
+  let yahooFinanceService: YahooFinanceService;
 
   beforeAll(async () => {
-    dataProviderService = new DataProviderService(
-      null,
-      null,
-      null,
-      null,
-      null,
-      null
+    const app = await Test.createTestingModule({
+      imports: [],
+      providers: [
+        AlphaVantageService,
+        ConfigurationService,
+        DataProviderService,
+        ExchangeRateDataService,
+        GhostfolioScraperApiService,
+        PrismaService,
+        RakutenRapidApiService,
+        RulesService,
+        YahooFinanceService
+      ]
+    }).compile();
+
+    alphaVantageService = app.get<AlphaVantageService>(AlphaVantageService);
+    configurationService = app.get<ConfigurationService>(ConfigurationService);
+    dataProviderService = app.get<DataProviderService>(DataProviderService);
+    exchangeRateDataService = app.get<ExchangeRateDataService>(
+      ExchangeRateDataService
     );
-    exchangeRateDataService = new ExchangeRateDataService(null);
-    rulesService = new RulesService();
+    ghostfolioScraperApiService = app.get<GhostfolioScraperApiService>(
+      GhostfolioScraperApiService
+    );
+    prismaService = app.get<PrismaService>(PrismaService);
+    rakutenRapidApiService = app.get<RakutenRapidApiService>(
+      RakutenRapidApiService
+    );
+    rulesService = app.get<RulesService>(RulesService);
+    yahooFinanceService = app.get<YahooFinanceService>(YahooFinanceService);
 
     await exchangeRateDataService.initialize();
 
@@ -107,18 +70,6 @@ describe('Portfolio', () => {
     );
     portfolio.setUser({
       accessToken: null,
-      Account: [
-        {
-          accountType: AccountType.SECURITIES,
-          createdAt: new Date(),
-          id: DEFAULT_ACCOUNT_ID,
-          isDefault: true,
-          name: 'Default Account',
-          platformId: null,
-          updatedAt: new Date(),
-          userId: USER_ID
-        }
-      ],
       alias: 'Test',
       createdAt: new Date(),
       id: USER_ID,
@@ -127,8 +78,7 @@ describe('Portfolio', () => {
       Settings: {
         currency: Currency.CHF,
         updatedAt: new Date(),
-        userId: USER_ID,
-        viewMode: ViewMode.DEFAULT
+        userId: USER_ID
       },
       thirdPartyId: null,
       updatedAt: new Date()
@@ -183,10 +133,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(),
           id: '8d999347-dee2-46ee-88e1-26b344e71fcc',
+          platformId: null,
           quantity: 1,
           symbol: 'BTCUSD',
           type: Type.BUY,
@@ -207,8 +157,20 @@ describe('Portfolio', () => {
       const details = await portfolio.getDetails('1d');
       expect(details).toMatchObject({
         BTCUSD: {
-          accounts: {
-            [UNKNOWN_KEY]: {
+          currency: Currency.USD,
+          exchange: 'Other',
+          grossPerformance: 0,
+          grossPerformancePercent: 0,
+          investment: exchangeRateDataService.toCurrency(
+            1 * 49631.24,
+            Currency.USD,
+            baseCurrency
+          ),
+          // marketPrice: 57973.008,
+          marketState: MarketState.open,
+          name: 'Bitcoin USD',
+          platforms: {
+            Other: {
               /*current: exchangeRateDataService.toCurrency(
                 1 * 49631.24,
                 Currency.USD,
@@ -221,23 +183,10 @@ describe('Portfolio', () => {
               )
             }
           },
-          allocationCurrent: 1,
-          allocationInvestment: 1,
-          currency: Currency.USD,
-          exchange: UNKNOWN_KEY,
-          grossPerformance: 0,
-          grossPerformancePercent: 0,
-          investment: exchangeRateDataService.toCurrency(
-            1 * 49631.24,
-            Currency.USD,
-            baseCurrency
-          ),
-          marketPrice: 57973.008,
-          marketState: MarketState.open,
-          name: 'Bitcoin USD',
           quantity: 1,
+          // shareCurrent: 0.9999999559148652,
+          shareInvestment: 1,
           symbol: 'BTCUSD',
-          transactionCount: 1,
           type: 'Cryptocurrency'
         }
       });
@@ -284,10 +233,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
+          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
@@ -308,8 +257,19 @@ describe('Portfolio', () => {
       const details = await portfolio.getDetails('1d');
       expect(details).toMatchObject({
         ETHUSD: {
-          accounts: {
-            [UNKNOWN_KEY]: {
+          currency: Currency.USD,
+          exchange: 'Other',
+          // grossPerformance: 0,
+          // grossPerformancePercent: 0,
+          investment: exchangeRateDataService.toCurrency(
+            0.2 * 991.49,
+            Currency.USD,
+            baseCurrency
+          ),
+          // marketPrice: 57973.008,
+          name: 'Ethereum USD',
+          platforms: {
+            Other: {
               /*current: exchangeRateDataService.toCurrency(
                 0.2 * 991.49,
                 Currency.USD,
@@ -322,21 +282,9 @@ describe('Portfolio', () => {
               )
             }
           },
-          // allocationCurrent: 1,
-          allocationInvestment: 1,
-          currency: Currency.USD,
-          exchange: UNKNOWN_KEY,
-          // grossPerformance: 0,
-          // grossPerformancePercent: 0,
-          investment: exchangeRateDataService.toCurrency(
-            0.2 * 991.49,
-            Currency.USD,
-            baseCurrency
-          ),
-          marketPrice: 3915.337,
-          name: 'Ethereum USD',
           quantity: 0.2,
-          transactionCount: 1,
+          // shareCurrent: 1,
+          shareInvestment: 1,
           symbol: 'ETHUSD',
           type: 'Cryptocurrency'
         }
@@ -364,7 +312,7 @@ describe('Portfolio', () => {
             baseCurrency
           ),
           investmentInOriginalCurrency: 0.2 * 991.49,
-          // marketPrice: 3915.337,
+          // marketPrice: 0,
           quantity: 0.2
         }
       });
@@ -379,10 +327,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
+          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
@@ -395,10 +343,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 0,
           date: new Date(getUtc('2018-01-28')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
+          platformId: null,
           quantity: 0.3,
           symbol: 'ETHUSD',
           type: Type.BUY,
@@ -440,7 +388,7 @@ describe('Portfolio', () => {
               baseCurrency
             ),
           investmentInOriginalCurrency: 0.2 * 991.49 + 0.3 * 1050,
-          // marketPrice: 3641.984,
+          // marketPrice: 0,
           quantity: 0.5
         }
       });
@@ -455,10 +403,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.EUR,
-          dataSource: DataSource.YAHOO,
           date: new Date(getUtc('2017-08-16')),
           fee: 2.99,
           id: 'd96795b2-6ae6-420e-aa21-fabe5e45d475',
+          platformId: null,
           quantity: 0.05614682,
           symbol: 'BTCUSD',
           type: Type.BUY,
@@ -471,10 +419,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 2.99,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
+          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
@@ -544,10 +492,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 1.0,
           date: new Date(getUtc('2018-01-05')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fb',
+          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
@@ -560,10 +508,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 1.0,
           date: new Date(getUtc('2018-01-28')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
+          platformId: null,
           quantity: 0.1,
           symbol: 'ETHUSD',
           type: Type.SELL,
@@ -576,10 +524,10 @@ describe('Portfolio', () => {
           accountUserId: USER_ID,
           createdAt: null,
           currency: Currency.USD,
-          dataSource: DataSource.YAHOO,
           fee: 1.0,
           date: new Date(getUtc('2018-01-31')),
           id: '4a5a5c6e-659d-45cc-9fd4-fd6c873b50fc',
+          platformId: null,
           quantity: 0.2,
           symbol: 'ETHUSD',
           type: Type.BUY,
@@ -589,7 +537,8 @@ describe('Portfolio', () => {
         }
       ]);
 
-      expect(portfolio.getCommittedFunds()).toEqual(
+      // TODO: Fix
+      /*expect(portfolio.getCommittedFunds()).toEqual(
         exchangeRateDataService.toCurrency(
           0.2 * 991.49,
           Currency.USD,
@@ -605,7 +554,7 @@ describe('Portfolio', () => {
             Currency.USD,
             baseCurrency
           )
-      );
+      );*/
 
       expect(portfolio.getFees()).toEqual(
         exchangeRateDataService.toCurrency(3, Currency.USD, baseCurrency)
@@ -617,11 +566,12 @@ describe('Portfolio', () => {
             (0.2 * 991.49 - 0.1 * 1050 + 0.2 * 1050) / (0.2 - 0.1 + 0.2),
           currency: Currency.USD,
           firstBuyDate: '2018-01-05T00:00:00.000Z',
-          investment: exchangeRateDataService.toCurrency(
+          // TODO: Fix
+          /*investment: exchangeRateDataService.toCurrency(
             0.2 * 991.49 - 0.1 * 1050 + 0.2 * 1050,
             Currency.USD,
             baseCurrency
-          ),
+          ),*/
           investmentInOriginalCurrency: 0.2 * 991.49 - 0.1 * 1050 + 0.2 * 1050,
           // marketPrice: 0,
           quantity: 0.2 - 0.1 + 0.2
@@ -631,4 +581,8 @@ describe('Portfolio', () => {
       expect(portfolio.getSymbols(getYesterday())).toEqual(['ETHUSD']);
     });
   });
+
+  afterAll(async () => {
+    prismaService.$disconnect();
+  });
 });

apps/api/src/models/portfolio.ts

@@ -1,14 +1,8 @@
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { getToday, getYesterday, resetHours } from '@ghostfolio/common/helper';
 import {
   PortfolioItem,
-  PortfolioPerformance,
-  PortfolioPosition,
-  PortfolioReport,
-  Position,
-  UserWithSettings
-} from '@ghostfolio/common/interfaces';
-import { DateRange, OrderWithAccount } from '@ghostfolio/common/types';
+  Position
+} from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
+import { getToday, getYesterday, resetHours } from '@ghostfolio/helper';
 import {
   add,
   format,
@@ -28,21 +22,26 @@ import {
 import { cloneDeep, isEmpty } from 'lodash';
 import * as roundTo from 'round-to';
 
+import { UserWithSettings } from '../app/interfaces/user-with-settings';
+import { OrderWithPlatform } from '../app/order/interfaces/order-with-platform.type';
+import { DateRange } from '../app/portfolio/interfaces/date-range.type';
+import { PortfolioPerformance } from '../app/portfolio/interfaces/portfolio-performance.interface';
+import { PortfolioPosition } from '../app/portfolio/interfaces/portfolio-position.interface';
+import { PortfolioReport } from '../app/portfolio/interfaces/portfolio-report.interface';
 import { DataProviderService } from '../services/data-provider.service';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { IOrder } from '../services/interfaces/interfaces';
 import { RulesService } from '../services/rules.service';
 import { PortfolioInterface } from './interfaces/portfolio.interface';
 import { Order } from './order';
-import { OrderType } from './order-type';
-import { AccountClusterRiskCurrentInvestment } from './rules/account-cluster-risk/current-investment';
-import { AccountClusterRiskInitialInvestment } from './rules/account-cluster-risk/initial-investment';
-import { AccountClusterRiskSingleAccount } from './rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from './rules/currency-cluster-risk/base-currency-current-investment';
 import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from './rules/currency-cluster-risk/base-currency-initial-investment';
 import { CurrencyClusterRiskCurrentInvestment } from './rules/currency-cluster-risk/current-investment';
 import { CurrencyClusterRiskInitialInvestment } from './rules/currency-cluster-risk/initial-investment';
 import { FeeRatioInitialInvestment } from './rules/fees/fee-ratio-initial-investment';
+import { PlatformClusterRiskCurrentInvestment } from './rules/platform-cluster-risk/current-investment';
+import { PlatformClusterRiskInitialInvestment } from './rules/platform-cluster-risk/initial-investment';
+import { PlatformClusterRiskSinglePlatform } from './rules/platform-cluster-risk/single-platform';
 
 export class Portfolio implements PortfolioInterface {
   private orders: Order[] = [];
@@ -58,7 +57,7 @@ export class Portfolio implements PortfolioInterface {
   public async addCurrentPortfolioItems() {
     const currentData = await this.dataProviderService.get(this.getSymbols());
 
-    const currentDate = new Date();
+    let currentDate = new Date();
 
     const year = getYear(currentDate);
     const month = getMonth(currentDate);
@@ -83,9 +82,7 @@ export class Portfolio implements PortfolioInterface {
         marketPrice:
           currentData[symbol]?.marketPrice ??
           portfolioItemsYesterday.positions[symbol]?.marketPrice,
-        quantity: portfolioItemsYesterday?.positions[symbol]?.quantity,
-        transactionCount:
-          portfolioItemsYesterday?.positions[symbol]?.transactionCount
+        quantity: portfolioItemsYesterday?.positions[symbol]?.quantity
       };
     });
 
@@ -120,11 +117,11 @@ export class Portfolio implements PortfolioInterface {
   }): Portfolio {
     orders.forEach(
       ({
-        account,
         currency,
         fee,
         date,
         id,
+        platform,
         quantity,
         symbol,
         type,
@@ -132,11 +129,11 @@ export class Portfolio implements PortfolioInterface {
       }) => {
         this.orders.push(
           new Order({
-            account,
             currency,
             fee,
             date,
             id,
+            platform,
             quantity,
             symbol,
             type,
@@ -203,7 +200,7 @@ export class Portfolio implements PortfolioInterface {
     const data = await this.dataProviderService.get(symbols);
 
     symbols.forEach((symbol) => {
-      const accounts: PortfolioPosition['accounts'] = {};
+      const platforms: PortfolioPosition['platforms'] = {};
       const [portfolioItem] = portfolioItems;
 
       const ordersBySymbol = this.getOrders().filter((order) => {
@@ -228,17 +225,15 @@ export class Portfolio implements PortfolioInterface {
           originalValueOfSymbol *= -1;
         }
 
-        if (
-          accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY]?.current
-        ) {
-          accounts[
-            orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
+        if (platforms[orderOfSymbol.getPlatform()?.name || 'Other']?.current) {
+          platforms[
+            orderOfSymbol.getPlatform()?.name || 'Other'
           ].current += currentValueOfSymbol;
-          accounts[
-            orderOfSymbol.getAccount()?.name || UNKNOWN_KEY
+          platforms[
+            orderOfSymbol.getPlatform()?.name || 'Other'
           ].original += originalValueOfSymbol;
         } else {
-          accounts[orderOfSymbol.getAccount()?.name || UNKNOWN_KEY] = {
+          platforms[orderOfSymbol.getPlatform()?.name || 'Other'] = {
             current: currentValueOfSymbol,
             original: originalValueOfSymbol
           };
@@ -279,16 +274,8 @@ export class Portfolio implements PortfolioInterface {
 
       details[symbol] = {
         ...data[symbol],
-        accounts,
+        platforms,
         symbol,
-        allocationCurrent:
-          this.exchangeRateDataService.toCurrency(
-            portfolioItem.positions[symbol].quantity * now,
-            data[symbol]?.currency,
-            this.user.Settings.currency
-          ) / value,
-        allocationInvestment:
-          portfolioItem.positions[symbol].investment / investment,
         grossPerformance: roundTo(
           portfolioItemsNow.positions[symbol].quantity * (now - before),
           2
@@ -296,7 +283,13 @@ export class Portfolio implements PortfolioInterface {
         grossPerformancePercent: roundTo((now - before) / before, 4),
         investment: portfolioItem.positions[symbol].investment,
         quantity: portfolioItem.positions[symbol].quantity,
-        transactionCount: portfolioItem.positions[symbol].transactionCount
+        shareCurrent:
+          this.exchangeRateDataService.toCurrency(
+            portfolioItem.positions[symbol].quantity * now,
+            data[symbol]?.currency,
+            this.user.Settings.currency
+          ) / value,
+        shareInvestment: portfolioItem.positions[symbol].investment / investment
       };
     });
 
@@ -399,19 +392,6 @@ export class Portfolio implements PortfolioInterface {
 
     return {
       rules: {
-        accountClusterRisk: await this.rulesService.evaluate(
-          this,
-          [
-            new AccountClusterRiskCurrentInvestment(
-              this.exchangeRateDataService
-            ),
-            new AccountClusterRiskInitialInvestment(
-              this.exchangeRateDataService
-            ),
-            new AccountClusterRiskSingleAccount(this.exchangeRateDataService)
-          ],
-          { baseCurrency: this.user.Settings.currency }
-        ),
         currencyClusterRisk: await this.rulesService.evaluate(
           this,
           [
@@ -430,6 +410,19 @@ export class Portfolio implements PortfolioInterface {
           ],
           { baseCurrency: this.user.Settings.currency }
         ),
+        platformClusterRisk: await this.rulesService.evaluate(
+          this,
+          [
+            new PlatformClusterRiskSinglePlatform(this.exchangeRateDataService),
+            new PlatformClusterRiskInitialInvestment(
+              this.exchangeRateDataService
+            ),
+            new PlatformClusterRiskCurrentInvestment(
+              this.exchangeRateDataService
+            )
+          ],
+          { baseCurrency: this.user.Settings.currency }
+        ),
         fees: await this.rulesService.evaluate(
           this,
           [new FeeRatioInitialInvestment(this.exchangeRateDataService)],
@@ -525,20 +518,20 @@ export class Portfolio implements PortfolioInterface {
     return isFinite(value) ? value : null;
   }
 
-  public async setOrders(aOrders: OrderWithAccount[]) {
+  public async setOrders(aOrders: OrderWithPlatform[]) {
     this.orders = [];
 
     // Map data
     aOrders.forEach((order) => {
       this.orders.push(
         new Order({
-          account: order.Account,
-          currency: order.currency,
+          currency: <any>order.currency,
           date: order.date.toISOString(),
           fee: order.fee,
+          platform: order.Platform,
           quantity: order.quantity,
           symbol: order.symbol,
-          type: <OrderType>order.type,
+          type: <any>order.type,
           unitPrice: order.unitPrice
         })
       );
@@ -589,8 +582,7 @@ export class Portfolio implements PortfolioInterface {
           marketPrice:
             historicalData[symbol]?.[format(currentDate, 'yyyy-MM-dd')]
               ?.marketPrice || 0,
-          quantity: 0,
-          transactionCount: 0
+          quantity: 0
         };
       });
 
@@ -631,8 +623,7 @@ export class Portfolio implements PortfolioInterface {
           marketPrice:
             historicalData[symbol]?.[format(yesterday, 'yyyy-MM-dd')]
               ?.marketPrice || 0,
-          quantity: 0,
-          transactionCount: 0
+          quantity: 0
         };
       });
 
@@ -739,10 +730,6 @@ export class Portfolio implements PortfolioInterface {
           order.getSymbol()
         ].currency = order.getCurrency();
 
-        this.portfolioItems[i].positions[
-          order.getSymbol()
-        ].transactionCount += 1;
-
         if (order.getType() === 'BUY') {
           if (
             !this.portfolioItems[i].positions[order.getSymbol()].firstBuyDate

apps/api/src/models/rule.ts

@@ -1,7 +1,7 @@
-import { groupBy } from '@ghostfolio/common/helper';
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { groupBy } from '@ghostfolio/helper';
 import { Currency } from '@prisma/client';
 
+import { PortfolioPosition } from '../app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '../services/exchange-rate-data.service';
 import { EvaluationResult } from './interfaces/evaluation-result.interface';
 import { RuleInterface } from './interfaces/rule.interface';

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

@@ -1,5 +1,5 @@
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 

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

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

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

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

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

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

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

@@ -1,4 +1,4 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';

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

@@ -1,9 +1,9 @@
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 
 import { Rule } from '../../rule';
 
-export class AccountClusterRiskCurrentInvestment extends Rule {
+export class PlatformClusterRiskCurrentInvestment extends Rule {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Current Investment'
@@ -18,22 +18,24 @@ export class AccountClusterRiskCurrentInvestment extends Rule {
     }
   ) {
     const ruleSettings =
-      aRuleSettingsMap[AccountClusterRiskCurrentInvestment.name];
+      aRuleSettingsMap[PlatformClusterRiskCurrentInvestment.name];
 
-    const accounts: {
+    const platforms: {
       [symbol: string]: Pick<PortfolioPosition, 'name'> & {
         investment: number;
       };
     } = {};
 
     Object.values(aPositions).forEach((position) => {
-      for (const [account, { current }] of Object.entries(position.accounts)) {
-        if (accounts[account]?.investment) {
-          accounts[account].investment += current;
+      for (const [platform, { current }] of Object.entries(
+        position.platforms
+      )) {
+        if (platforms[platform]?.investment) {
+          platforms[platform].investment += current;
         } else {
-          accounts[account] = {
+          platforms[platform] = {
             investment: current,
-            name: account
+            name: platform
           };
         }
       }
@@ -42,17 +44,17 @@ export class AccountClusterRiskCurrentInvestment extends Rule {
     let maxItem;
     let totalInvestment = 0;
 
-    Object.values(accounts).forEach((account) => {
+    Object.values(platforms).forEach((platform) => {
       if (!maxItem) {
-        maxItem = account;
+        maxItem = platform;
       }
 
       // Calculate total investment
-      totalInvestment += account.investment;
+      totalInvestment += platform.investment;
 
       // Find maximum
-      if (account.investment > maxItem?.investment) {
-        maxItem = account;
+      if (platform.investment > maxItem?.investment) {
+        maxItem = platform;
       }
     });
 

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

@@ -1,9 +1,9 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
 
-export class AccountClusterRiskInitialInvestment extends Rule {
+export class PlatformClusterRiskInitialInvestment extends Rule {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
       name: 'Initial Investment'
@@ -18,7 +18,7 @@ export class AccountClusterRiskInitialInvestment extends Rule {
     }
   ) {
     const ruleSettings =
-      aRuleSettingsMap[AccountClusterRiskInitialInvestment.name];
+      aRuleSettingsMap[PlatformClusterRiskInitialInvestment.name];
 
     const platforms: {
       [symbol: string]: Pick<PortfolioPosition, 'name'> & {
@@ -27,13 +27,15 @@ export class AccountClusterRiskInitialInvestment extends Rule {
     } = {};
 
     Object.values(aPositions).forEach((position) => {
-      for (const [account, { original }] of Object.entries(position.accounts)) {
-        if (platforms[account]?.investment) {
-          platforms[account].investment += original;
+      for (const [platform, { original }] of Object.entries(
+        position.platforms
+      )) {
+        if (platforms[platform]?.investment) {
+          platforms[platform].investment += original;
         } else {
-          platforms[account] = {
+          platforms[platform] = {
             investment: original,
-            name: account
+            name: platform
           };
         }
       }

apps/api/src/models/rules/platform-cluster-risk/single-platform.ts

@@ -1,35 +1,35 @@
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { ExchangeRateDataService } from 'apps/api/src/services/exchange-rate-data.service';
 
 import { Rule } from '../../rule';
 
-export class AccountClusterRiskSingleAccount extends Rule {
+export class PlatformClusterRiskSinglePlatform extends Rule {
   public constructor(public exchangeRateDataService: ExchangeRateDataService) {
     super(exchangeRateDataService, {
-      name: 'Single Account'
+      name: 'Single Platform'
     });
   }
 
   public evaluate(positions: { [symbol: string]: PortfolioPosition }) {
-    const accounts: string[] = [];
+    const platforms: string[] = [];
 
     Object.values(positions).forEach((position) => {
-      for (const [account] of Object.entries(position.accounts)) {
-        if (!accounts.includes(account)) {
-          accounts.push(account);
+      for (const [platform] of Object.entries(position.platforms)) {
+        if (!platforms.includes(platform)) {
+          platforms.push(platform);
         }
       }
     });
 
-    if (accounts.length === 1) {
+    if (platforms.length === 1) {
       return {
-        evaluation: `All your investment is managed by a single account`,
+        evaluation: `All your investment is managed by a single platform`,
         value: false
       };
     }
 
     return {
-      evaluation: `Your investment is managed by ${accounts.length} accounts`,
+      evaluation: `Your investment is managed by ${platforms.length} platforms`,
       value: true
     };
   }

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

@@ -1,6 +1,5 @@
 import { Injectable } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
-import { bool, cleanEnv, json, num, port, str } from 'envalid';
+import { bool, cleanEnv, num, port, str } from 'envalid';
 
 import { Environment } from './interfaces/environment.interface';
 
@@ -13,7 +12,6 @@ export class ConfigurationService {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
       CACHE_TTL: num({ default: 1 }),
-      DATA_SOURCES: json({ default: JSON.stringify([DataSource.YAHOO]) }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
       ENABLE_FEATURE_FEAR_AND_GREED_INDEX: bool({ default: false }),
       ENABLE_FEATURE_SOCIAL_LOGIN: bool({ default: false }),

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

@@ -1,9 +1,10 @@
-import { benchmarks, currencyPairs } from '@ghostfolio/common/config';
 import {
+  benchmarks,
+  currencyPairs,
   getUtc,
   isGhostfolioScraperApiSymbol,
   resetHours
-} from '@ghostfolio/common/helper';
+} from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import {
   differenceInHours,
@@ -17,7 +18,6 @@ import {
 
 import { ConfigurationService } from './configuration.service';
 import { DataProviderService } from './data-provider.service';
-import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { PrismaService } from './prisma.service';
 
 @Injectable()
@@ -25,7 +25,6 @@ export class DataGatheringService {
   public constructor(
     private readonly configurationService: ConfigurationService,
     private readonly dataProviderService: DataProviderService,
-    private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
     private prisma: PrismaService
   ) {}
 
@@ -184,17 +183,6 @@ export class DataGatheringService {
     }
   }
 
-  public async getCustomSymbolsToGather(startDate?: Date) {
-    const scraperConfigurations = await this.ghostfolioScraperApi.getScraperConfigurations();
-
-    return scraperConfigurations.map((scraperConfiguration) => {
-      return {
-        date: startDate,
-        symbol: scraperConfiguration.symbol
-      };
-    });
-  }
-
   private getBenchmarksToGather(startDate: Date) {
     const benchmarksToGather = benchmarks.map((symbol) => {
       return {
@@ -213,6 +201,32 @@ export class DataGatheringService {
     return benchmarksToGather;
   }
 
+  private async getCustomSymbolsToGather(startDate: Date) {
+    const customSymbolsToGather = [];
+
+    if (this.configurationService.get('ENABLE_FEATURE_CUSTOM_SYMBOLS')) {
+      try {
+        const {
+          value: scraperConfigString
+        } = await this.prisma.property.findFirst({
+          select: {
+            value: true
+          },
+          where: { key: 'SCRAPER_CONFIG' }
+        });
+
+        JSON.parse(scraperConfigString).forEach((item) => {
+          customSymbolsToGather.push({
+            date: startDate,
+            symbol: item.symbol
+          });
+        });
+      } catch {}
+    }
+
+    return customSymbolsToGather;
+  }
+
   private async getSymbols7D(): Promise<{ date: Date; symbol: string }[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 

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

@@ -1,12 +1,10 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import {
   isCrypto,
   isGhostfolioScraperApiSymbol,
   isRakutenRapidApiSymbol
-} from '@ghostfolio/common/helper';
-import { Granularity } from '@ghostfolio/common/types';
+} from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
-import { DataSource, MarketData } from '@prisma/client';
+import { MarketData } from '@prisma/client';
 import { format } from 'date-fns';
 
 import { ConfigurationService } from './configuration.service';
@@ -15,6 +13,7 @@ import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-
 import { RakutenRapidApiService } from './data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
 import { YahooFinanceService } from './data-provider/yahoo-finance/yahoo-finance.service';
 import { DataProviderInterface } from './interfaces/data-provider.interface';
+import { Granularity } from './interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
@@ -185,19 +184,4 @@ export class DataProviderService implements DataProviderInterface {
 
     return dataOfYahoo;
   }
-
-  public async search(aSymbol: string) {
-    return this.getDataProvider().search(aSymbol);
-  }
-
-  private getDataProvider() {
-    switch (this.configurationService.get('DATA_SOURCES')[0]) {
-      case DataSource.ALPHA_VANTAGE:
-        return this.alphaVantageService;
-      case DataSource.YAHOO:
-        return this.yahooFinanceService;
-      default:
-        throw new Error('No data provider has been found.');
-    }
-  }
 }

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

@@ -1,11 +1,9 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
-import { Granularity } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
 import { isAfter, isBefore, parse } from 'date-fns';
 
 import { ConfigurationService } from '../../configuration.service';
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
+import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
@@ -79,17 +77,7 @@ export class AlphaVantageService implements DataProviderInterface {
     }
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    const result = await this.alphaVantage.data.search(aSymbol);
-
-    return {
-      items: result?.bestMatches?.map((bestMatch) => {
-        return {
-          dataSource: DataSource.ALPHA_VANTAGE,
-          name: bestMatch['2. name'],
-          symbol: bestMatch['1. symbol']
-        };
-      })
-    };
+  public search(aSymbol: string) {
+    return this.alphaVantage.data.search(aSymbol);
   }
 }

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

@@ -1,19 +1,17 @@
-import { getYesterday } from '@ghostfolio/common/helper';
-import { Granularity } from '@ghostfolio/common/types';
+import { getYesterday } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import * as cheerio from 'cheerio';
 import { format } from 'date-fns';
 
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
+import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
   MarketState
 } from '../../interfaces/interfaces';
 import { PrismaService } from '../../prisma.service';
-import { ScraperConfig } from './interfaces/scraper-config.interface';
 
 @Injectable()
 export class GhostfolioScraperApiService implements DataProviderInterface {
@@ -31,7 +29,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     try {
       const symbol = aSymbols[0];
 
-      const scraperConfig = await this.getScraperConfigurationBySymbol(symbol);
+      const scraperConfig = await this.getScraperConfig(symbol);
 
       const { marketPrice } = await this.prisma.marketData.findFirst({
         orderBy: {
@@ -46,7 +44,6 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
         [symbol]: {
           marketPrice,
           currency: scraperConfig?.currency,
-          dataSource: DataSource.GHOSTFOLIO,
           marketState: MarketState.delayed,
           name: scraperConfig?.name
         }
@@ -73,17 +70,15 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     try {
       const symbol = aSymbols[0];
 
-      const scraperConfiguration = await this.getScraperConfigurationBySymbol(
-        symbol
-      );
+      const scraperConfig = await this.getScraperConfig(symbol);
 
-      const get = bent(scraperConfiguration?.url, 'GET', 'string', 200, {});
+      const get = bent(scraperConfig?.url, 'GET', 'string', 200, {});
 
       const html = await get();
       const $ = cheerio.load(html);
 
       const value = this.extractNumberFromString(
-        $(scraperConfiguration?.selector).text()
+        $(scraperConfig?.selector).text()
       );
 
       return {
@@ -100,27 +95,6 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     return {};
   }
 
-  public async getScraperConfigurations(): Promise<ScraperConfig[]> {
-    try {
-      const {
-        value: scraperConfigString
-      } = await this.prisma.property.findFirst({
-        select: {
-          value: true
-        },
-        where: { key: 'SCRAPER_CONFIG' }
-      });
-
-      return JSON.parse(scraperConfigString);
-    } catch {}
-
-    return [];
-  }
-
-  public async search(aSymbol: string) {
-    return { items: [] };
-  }
-
   private extractNumberFromString(aString: string): number {
     try {
       const [numberString] = aString.match(
@@ -132,10 +106,22 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     }
   }
 
-  private async getScraperConfigurationBySymbol(aSymbol: string) {
-    const scraperConfigurations = await this.getScraperConfigurations();
-    return scraperConfigurations.find((scraperConfiguration) => {
-      return scraperConfiguration.symbol === aSymbol;
+  private async getScraperConfig(aSymbol: string) {
+    try {
+      const {
+        value: scraperConfigString
+      } = await this.prisma.property.findFirst({
+        select: {
+          value: true
+        },
+        where: { key: 'SCRAPER_CONFIG' }
       });
+
+      return JSON.parse(scraperConfigString).find((item) => {
+        return item.symbol === aSymbol;
+      });
+    } catch {}
+
+    return {};
   }
 }

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

@@ -1,9 +0,0 @@
-import { Currency } from '@prisma/client';
-
-export interface ScraperConfig {
-  currency: Currency;
-  name: string;
-  selector: string;
-  symbol: string;
-  url: string;
-}

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

@@ -1,12 +1,11 @@
-import { getToday, getYesterday } from '@ghostfolio/common/helper';
-import { Granularity } from '@ghostfolio/common/types';
+import { getToday, getYesterday } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import { format, subMonths, subWeeks, subYears } from 'date-fns';
 
 import { ConfigurationService } from '../../configuration.service';
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
+import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
@@ -40,7 +39,6 @@ export class RakutenRapidApiService implements DataProviderInterface {
         return {
           'GF.FEAR_AND_GREED_INDEX': {
             currency: undefined,
-            dataSource: DataSource.RAKUTEN,
             marketPrice: fgi.now.value,
             marketState: MarketState.open,
             name: RakutenRapidApiService.FEAR_AND_GREED_INDEX_NAME
@@ -117,14 +115,6 @@ export class RakutenRapidApiService implements DataProviderInterface {
     return {};
   }
 
-  public async search(aSymbol: string) {
-    return { items: [] };
-  }
-
-  public setPrisma(aPrismaService: PrismaService) {
-    this.prisma = aPrismaService;
-  }
-
   private async getFearAndGreedIndex(): Promise<{
     now: { value: number; valueText: string };
     previousClose: { value: number; valueText: string };
@@ -155,4 +145,8 @@ export class RakutenRapidApiService implements DataProviderInterface {
       return undefined;
     }
   }
+
+  public setPrisma(aPrismaService: PrismaService) {
+    this.prisma = aPrismaService;
+  }
 }

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

@@ -0,0 +1,24 @@
+/*
+  import { Test } from '@nestjs/testing';
+
+  import { YahooFinanceService } from './yahoo-finance.service';
+
+  describe('AppService', () => {
+    let service: YahooFinanceService;
+
+    beforeAll(async () => {
+      const app = await Test.createTestingModule({
+        imports: [],
+        providers: [YahooFinanceService]
+      }).compile();
+
+      service = app.get<YahooFinanceService>(YahooFinanceService);
+    });
+
+    describe('get', () => {
+      it('should return data for USDCHF', () => {
+        expect(service.get(['USDCHF'])).toEqual('{}');
+      });
+    });
+  });
+*/

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

@@ -1,14 +1,10 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { isCrypto, isCurrency, parseCurrency } from '@ghostfolio/common/helper';
-import { Granularity } from '@ghostfolio/common/types';
+import { isCrypto, isCurrency, parseCurrency } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
-import * as bent from 'bent';
 import { format } from 'date-fns';
 import * as yahooFinance from 'yahoo-finance';
 
 import { DataProviderInterface } from '../../interfaces/data-provider.interface';
+import { Granularity } from '../../interfaces/granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse,
@@ -24,8 +20,6 @@ import {
 
 @Injectable()
 export class YahooFinanceService implements DataProviderInterface {
-  private yahooFinanceHostname = 'https://query1.finance.yahoo.com';
-
   public constructor() {}
 
   public async get(
@@ -55,7 +49,6 @@ export class YahooFinanceService implements DataProviderInterface {
 
         response[symbol] = {
           currency: parseCurrency(value.price?.currency),
-          dataSource: DataSource.YAHOO,
           exchange: this.parseExchange(value.price?.exchangeName),
           marketState:
             value.price?.marketState === 'REGULAR' || isCrypto(symbol)
@@ -140,49 +133,6 @@ export class YahooFinanceService implements DataProviderInterface {
     }
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    let items = [];
-
-    try {
-      const get = bent(
-        `${this.yahooFinanceHostname}/v1/finance/search?q=${aSymbol}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
-        'GET',
-        'json',
-        200
-      );
-
-      const result = await get();
-      items = result.quotes
-        .filter((quote) => {
-          return quote.isYahooFinance;
-        })
-        .filter(({ quoteType }) => {
-          return (
-            quoteType === 'CRYPTOCURRENCY' ||
-            quoteType === 'EQUITY' ||
-            quoteType === 'ETF'
-          );
-        })
-        .filter(({ quoteType, symbol }) => {
-          if (quoteType === 'CRYPTOCURRENCY') {
-            // Only allow cryptocurrencies in USD
-            return symbol.includes('USD');
-          }
-
-          return true;
-        })
-        .map(({ longname, shortname, symbol }) => {
-          return {
-            dataSource: DataSource.YAHOO,
-            name: longname || shortname,
-            symbol: convertFromYahooSymbol(symbol)
-          };
-        });
-    } catch {}
-
-    return { items };
-  }
-
   /**
    * Converts a symbol to a Yahoo symbol
    *
@@ -218,7 +168,7 @@ export class YahooFinanceService implements DataProviderInterface {
 
   private parseExchange(aString: string): string {
     if (aString?.toLowerCase() === 'ccc') {
-      return UNKNOWN_KEY;
+      return 'Other';
     }
 
     return aString;
@@ -248,7 +198,7 @@ export class YahooFinanceService implements DataProviderInterface {
       return Industry.Software;
     }
 
-    return Industry.Unknown;
+    return Industry.Other;
   }
 
   private parseSector(aString: string): Sector {
@@ -270,7 +220,7 @@ export class YahooFinanceService implements DataProviderInterface {
       return Sector.Technology;
     }
 
-    return Sector.Unknown;
+    return Sector.Other;
   }
 
   private parseType(aString: string): Type {
@@ -282,7 +232,7 @@ export class YahooFinanceService implements DataProviderInterface {
       return Type.Stock;
     }
 
-    return Type.Unknown;
+    return Type.Other;
   }
 }
 

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

@@ -1,4 +1,4 @@
-import { getYesterday } from '@ghostfolio/common/helper';
+import { getYesterday } from '@ghostfolio/helper';
 import { Injectable } from '@nestjs/common';
 import { Currency } from '@prisma/client';
 import { format } from 'date-fns';

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

@@ -1,6 +1,4 @@
-import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
-import { Granularity } from '@ghostfolio/common/types';
-
+import { Granularity } from './granularity.type';
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
@@ -17,6 +15,4 @@ export interface DataProviderInterface {
   ): Promise<{
     [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
   }>;
-
-  search(aSymbol: string): Promise<{ items: LookupItem[] }>;
 }

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

@@ -4,7 +4,6 @@ export interface Environment extends CleanedEnvAccessors {
   ACCESS_TOKEN_SALT: string;
   ALPHA_VANTAGE_API_KEY: string;
   CACHE_TTL: number;
-  DATA_SOURCES: string | string[]; // string is not correct, error in envalid?
   ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
   ENABLE_FEATURE_FEAR_AND_GREED_INDEX: boolean;
   ENABLE_FEATURE_SOCIAL_LOGIN: boolean;

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

@@ -1,5 +1,4 @@
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { Account, Currency, DataSource } from '@prisma/client';
+import { Currency, Platform } from '@prisma/client';
 
 import { OrderType } from '../../models/order-type';
 
@@ -8,9 +7,9 @@ export const Industry = {
   Biotechnology: 'Biotechnology',
   Food: 'Food',
   Internet: 'Internet',
+  Other: 'Other',
   Pharmaceutical: 'Pharmaceutical',
-  Software: 'Software',
-  Unknown: UNKNOWN_KEY
+  Software: 'Software'
 };
 
 export const MarketState = {
@@ -22,23 +21,23 @@ export const MarketState = {
 export const Sector = {
   Consumer: 'Consumer',
   Healthcare: 'Healthcare',
-  Technology: 'Technology',
-  Unknown: UNKNOWN_KEY
+  Other: 'Other',
+  Technology: 'Technology'
 };
 
 export const Type = {
   Cryptocurrency: 'Cryptocurrency',
   ETF: 'ETF',
-  Stock: 'Stock',
-  Unknown: UNKNOWN_KEY
+  Other: 'Other',
+  Stock: 'Stock'
 };
 
 export interface IOrder {
-  account: Account;
   currency: Currency;
   date: string;
   fee: number;
   id?: string;
+  platform: Platform;
   quantity: number;
   symbol: string;
   type: OrderType;
@@ -52,7 +51,6 @@ export interface IDataProviderHistoricalResponse {
 
 export interface IDataProviderResponse {
   currency: Currency;
-  dataSource: DataSource;
   exchange?: string;
   industry?: Industry;
   marketChange?: number;

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

@@ -2,14 +2,14 @@ import { Injectable } from '@nestjs/common';
 
 import { Portfolio } from '../models/portfolio';
 import { Rule } from '../models/rule';
-import { AccountClusterRiskCurrentInvestment } from '../models/rules/account-cluster-risk/current-investment';
-import { AccountClusterRiskInitialInvestment } from '../models/rules/account-cluster-risk/initial-investment';
-import { AccountClusterRiskSingleAccount } from '../models/rules/account-cluster-risk/single-account';
 import { CurrencyClusterRiskBaseCurrencyCurrentInvestment } from '../models/rules/currency-cluster-risk/base-currency-current-investment';
 import { CurrencyClusterRiskBaseCurrencyInitialInvestment } from '../models/rules/currency-cluster-risk/base-currency-initial-investment';
 import { CurrencyClusterRiskCurrentInvestment } from '../models/rules/currency-cluster-risk/current-investment';
 import { CurrencyClusterRiskInitialInvestment } from '../models/rules/currency-cluster-risk/initial-investment';
 import { FeeRatioInitialInvestment } from '../models/rules/fees/fee-ratio-initial-investment';
+import { PlatformClusterRiskCurrentInvestment } from '../models/rules/platform-cluster-risk/current-investment';
+import { PlatformClusterRiskInitialInvestment } from '../models/rules/platform-cluster-risk/initial-investment';
+import { PlatformClusterRiskSinglePlatform } from '../models/rules/platform-cluster-risk/single-platform';
 
 @Injectable()
 export class RulesService {
@@ -39,17 +39,6 @@ export class RulesService {
 
   private getDefaultRuleSettings(aUserSettings: { baseCurrency: string }) {
     return {
-      [AccountClusterRiskCurrentInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [AccountClusterRiskInitialInvestment.name]: {
-        baseCurrency: aUserSettings.baseCurrency,
-        isActive: true,
-        threshold: 0.5
-      },
-      [AccountClusterRiskSingleAccount.name]: { isActive: true },
       [CurrencyClusterRiskBaseCurrencyInitialInvestment.name]: {
         baseCurrency: aUserSettings.baseCurrency,
         isActive: true
@@ -72,7 +61,18 @@ export class RulesService {
         baseCurrency: aUserSettings.baseCurrency,
         isActive: true,
         threshold: 0.01
-      }
+      },
+      [PlatformClusterRiskCurrentInvestment.name]: {
+        baseCurrency: aUserSettings.baseCurrency,
+        isActive: true,
+        threshold: 0.5
+      },
+      [PlatformClusterRiskInitialInvestment.name]: {
+        baseCurrency: aUserSettings.baseCurrency,
+        isActive: true,
+        threshold: 0.5
+      },
+      [PlatformClusterRiskSinglePlatform.name]: { isActive: true }
     };
   }
 }

apps/client/src/app/adapter/date-formats.ts

@@ -1,7 +1,7 @@
 import {
   DEFAULT_DATE_FORMAT,
   DEFAULT_DATE_FORMAT_MONTH_YEAR
-} from '@ghostfolio/common/config';
+} from '@ghostfolio/helper';
 
 export const DateFormats = {
   display: {

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

@@ -9,6 +9,11 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/about/about-page.module').then((m) => m.AboutPageModule)
   },
+  {
+    path: 'admin',
+    loadChildren: () =>
+      import('./pages/admin/admin-page.module').then((m) => m.AdminPageModule)
+  },
   {
     path: 'account',
     loadChildren: () =>
@@ -17,16 +22,9 @@ const routes: Routes = [
       )
   },
   {
-    path: 'accounts',
+    path: 'auth',
     loadChildren: () =>
-      import('./pages/accounts/accounts-page.module').then(
-        (m) => m.AccountsPageModule
-      )
-  },
-  {
-    path: 'admin',
-    loadChildren: () =>
-      import('./pages/admin/admin-page.module').then((m) => m.AdminPageModule)
+      import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
   },
   {
     path: 'analysis',
@@ -35,23 +33,11 @@ const routes: Routes = [
         (m) => m.AnalysisPageModule
       )
   },
-  {
-    path: 'auth',
-    loadChildren: () =>
-      import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
-  },
   {
     path: 'home',
     loadChildren: () =>
       import('./pages/home/home-page.module').then((m) => m.HomePageModule)
   },
-  {
-    path: 'pricing',
-    loadChildren: () =>
-      import('./pages/pricing/pricing-page.module').then(
-        (m) => m.PricingPageModule
-      )
-  },
   {
     path: 'report',
     loadChildren: () =>
@@ -78,16 +64,11 @@ const routes: Routes = [
         (m) => m.TransactionsPageModule
       )
   },
-  {
-    path: 'zen',
-    loadChildren: () =>
-      import('./pages/zen/zen-page.module').then((m) => m.ZenPageModule)
-  },
   {
     // wildcard, if requested url doesn't match any paths for routes defined
     // earlier
     path: '**',
-    redirectTo: 'home',
+    redirectTo: '/home',
     pathMatch: 'full'
   }
 ];

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

@@ -25,10 +25,7 @@
   <router-outlet></router-outlet>
 </main>
 
-<footer
-  *ngIf="currentRoute === 'start' || deviceType !== 'mobile'"
-  class="footer d-flex justify-content-center position-absolute w-100"
->
+<footer class="footer d-flex justify-content-center position-absolute w-100">
   <div class="container text-center">
     <div>
       © {{ currentYear }} <a href="https://ghostfol.io">Ghostfolio</a>

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

@@ -5,12 +5,16 @@ import {
   OnDestroy,
   OnInit
 } from '@angular/core';
-import { NavigationEnd, PRIMARY_OUTLET, Router } from '@angular/router';
-import { primaryColorHex, secondaryColorHex } from '@ghostfolio/common/config';
-import { InfoItem, User } from '@ghostfolio/common/interfaces';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { NavigationEnd, Router } from '@angular/router';
+import { InfoItem } from '@ghostfolio/api/app/info/interfaces/info-item.interface';
+import { User } from '@ghostfolio/api/app/user/interfaces/user.interface';
+import {
+  hasPermission,
+  permissions,
+  primaryColorHex,
+  secondaryColorHex
+} from '@ghostfolio/helper';
 import { MaterialCssVarsService } from 'angular-material-css-vars';
-import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { filter, takeUntil } from 'rxjs/operators';
 
@@ -28,7 +32,6 @@ export class AppComponent implements OnDestroy, OnInit {
   public canCreateAccount: boolean;
   public currentRoute: string;
   public currentYear = new Date().getFullYear();
-  public deviceType: string;
   public info: InfoItem;
   public isLoggedIn = false;
   public user: User;
@@ -39,7 +42,6 @@ export class AppComponent implements OnDestroy, OnInit {
   public constructor(
     private cd: ChangeDetectorRef,
     private dataService: DataService,
-    private deviceService: DeviceDetectorService,
     private materialCssVarsService: MaterialCssVarsService,
     private router: Router,
     private tokenStorageService: TokenStorageService
@@ -49,19 +51,15 @@ export class AppComponent implements OnDestroy, OnInit {
   }
 
   public ngOnInit() {
-    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
-
     this.dataService.fetchInfo().subscribe((info) => {
       this.info = info;
     });
 
     this.router.events
       .pipe(filter((event) => event instanceof NavigationEnd))
-      .subscribe(() => {
-        const urlTree = this.router.parseUrl(this.router.url);
-        const urlSegmentGroup = urlTree.root.children[PRIMARY_OUTLET];
-        const urlSegments = urlSegmentGroup.segments;
-        this.currentRoute = urlSegments[0].path;
+      .subscribe((test) => {
+        this.currentRoute = this.router.url.toString().substring(1);
+        // this.initializeTheme();
       });
 
     this.tokenStorageService
@@ -76,7 +74,7 @@ export class AppComponent implements OnDestroy, OnInit {
 
             this.canCreateAccount = hasPermission(
               this.user.permissions,
-              permissions.createUserAccount
+              permissions.createAccount
             );
 
             this.cd.markForCheck();
@@ -87,16 +85,6 @@ export class AppComponent implements OnDestroy, OnInit {
       });
   }
 
-  public onCreateAccount() {
-    this.tokenStorageService.signOut();
-    window.location.reload();
-  }
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
-  }
-
   private initializeTheme() {
     this.materialCssVarsService.setDarkTheme(
       window.matchMedia('(prefers-color-scheme: dark)').matches
@@ -109,4 +97,14 @@ export class AppComponent implements OnDestroy, OnInit {
     this.materialCssVarsService.setPrimaryColor(primaryColorHex);
     this.materialCssVarsService.setAccentColor(secondaryColorHex);
   }
+
+  public onCreateAccount() {
+    this.tokenStorageService.signOut();
+    window.location.reload();
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
 }

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

@@ -22,7 +22,7 @@ import { AppComponent } from './app.component';
 import { GfHeaderModule } from './components/header/header.module';
 import { authInterceptorProviders } from './core/auth.interceptor';
 import { httpResponseInterceptorProviders } from './core/http-response.interceptor';
-import { LanguageService } from './core/language.service';
+import { LanguageManager } from './core/language-manager.service';
 
 @NgModule({
   declarations: [AppComponent],
@@ -46,11 +46,11 @@ import { LanguageService } from './core/language.service';
   providers: [
     authInterceptorProviders,
     httpResponseInterceptorProviders,
-    LanguageService,
+    LanguageManager,
     {
       provide: DateAdapter,
       useClass: CustomDateAdapter,
-      deps: [LanguageService, MAT_DATE_LOCALE, Platform]
+      deps: [LanguageManager, MAT_DATE_LOCALE, Platform]
     },
     { provide: MAT_DATE_FORMATS, useValue: DateFormats }
   ],

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

@@ -1,14 +1,14 @@
-<table class="gf-table w-100" mat-table [dataSource]="dataSource">
+<table mat-table [dataSource]="dataSource" class="w-100">
   <ng-container matColumnDef="granteeAlias">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>User</th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
+    <th mat-header-cell *matHeaderCellDef i18n>User</th>
+    <td mat-cell *matCellDef="let element">
       {{ element.granteeAlias }}
     </td></ng-container
   >
 
   <ng-container matColumnDef="type">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell>Type</th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
+    <th mat-header-cell *matHeaderCellDef i18n>Type</th>
+    <td mat-cell *matCellDef="let element">
       <ion-icon class="mr-1" name="lock-closed-outline"></ion-icon>
       Restricted Access
     </td></ng-container

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

@@ -1,5 +1,3 @@
-@import '~apps/client/src/styles/ghostfolio-style';
-
 :host {
   display: block;
 }

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

@@ -6,7 +6,7 @@ import {
   OnInit
 } from '@angular/core';
 import { MatTableDataSource } from '@angular/material/table';
-import { Access } from '@ghostfolio/common/interfaces';
+import { Access } from '@ghostfolio/api/app/access/interfaces/access.interface';
 
 @Component({
   selector: 'gf-access-table',

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

@@ -1,81 +0,0 @@
-<table
-  class="gf-table w-100"
-  matSort
-  matSortActive="account"
-  matSortDirection="desc"
-  mat-table
-  [dataSource]="dataSource"
->
-  <ng-container matColumnDef="account">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
-      Name
-    </th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
-      {{ element.name }}
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="platform">
-    <th *matHeaderCellDef class="px-1" i18n mat-header-cell mat-sort-header>
-      Platform
-    </th>
-    <td *matCellDef="let element" class="px-1" mat-cell>
-      <div class="d-flex">
-        <gf-symbol-icon
-          *ngIf="element.Platform?.url"
-          class="mr-1"
-          [tooltip]=""
-          [url]="element.Platform?.url"
-        ></gf-symbol-icon>
-        <span>{{ element.Platform?.name }}</span>
-      </div>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="actions">
-    <th *matHeaderCellDef class="px-1 text-center" i18n mat-header-cell></th>
-    <td *matCellDef="let element" class="px-1 text-center" mat-cell>
-      <button
-        class="mx-1 no-min-width px-2"
-        mat-button
-        [matMenuTriggerFor]="accountMenu"
-        (click)="$event.stopPropagation()"
-      >
-        <ion-icon name="ellipsis-vertical"></ion-icon>
-      </button>
-      <mat-menu #accountMenu="matMenu" xPosition="before">
-        <button i18n mat-menu-item (click)="onUpdateAccount(element)">
-          Edit
-        </button>
-        <button
-          i18n
-          mat-menu-item
-          [disabled]="element.isDefault || element.Order?.length > 0"
-          (click)="onDeleteAccount(element.id)"
-        >
-          Delete
-        </button>
-      </mat-menu>
-    </td>
-  </ng-container>
-
-  <ng-container matColumnDef="transactions">
-    <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>Transactions</th>
-    <td *matCellDef="let element" mat-cell>
-      {{ element.Order?.length }}
-    </td>
-  </ng-container>
-
-  <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
-  <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
-</table>
-
-<ngx-skeleton-loader
-  *ngIf="isLoading"
-  animation="pulse"
-  class="px-4 py-3"
-  [theme]="{
-    height: '1.5rem',
-    width: '100%'
-  }"
-></ngx-skeleton-loader>

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

@@ -1,27 +0,0 @@
-@import '~apps/client/src/styles/ghostfolio-style';
-
-:host {
-  display: block;
-
-  ::ng-deep {
-    .mat-form-field-infix {
-      border-top: 0 solid transparent !important;
-    }
-  }
-
-  .mat-table {
-    th {
-      ::ng-deep {
-        .mat-sort-header-container {
-          justify-content: inherit;
-        }
-      }
-    }
-  }
-}
-
-:host-context(.is-dark-theme) {
-  .mat-form-field {
-    color: rgba(var(--light-primary-text));
-  }
-}

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

@@ -1,85 +0,0 @@
-import {
-  ChangeDetectionStrategy,
-  Component,
-  EventEmitter,
-  Input,
-  OnChanges,
-  OnDestroy,
-  OnInit,
-  Output,
-  ViewChild
-} from '@angular/core';
-import { MatDialog } from '@angular/material/dialog';
-import { MatSort } from '@angular/material/sort';
-import { MatTableDataSource } from '@angular/material/table';
-import { ActivatedRoute, Router } from '@angular/router';
-import { Account as AccountModel } from '@prisma/client';
-import { Subject, Subscription } from 'rxjs';
-
-@Component({
-  selector: 'gf-accounts-table',
-  changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './accounts-table.component.html',
-  styleUrls: ['./accounts-table.component.scss']
-})
-export class AccountsTableComponent implements OnChanges, OnDestroy, OnInit {
-  @Input() accounts: AccountModel[];
-  @Input() baseCurrency: string;
-  @Input() deviceType: string;
-  @Input() locale: string;
-  @Input() showActions: boolean;
-
-  @Output() accountDeleted = new EventEmitter<string>();
-  @Output() accountToUpdate = new EventEmitter<AccountModel>();
-
-  @ViewChild(MatSort) sort: MatSort;
-
-  public dataSource: MatTableDataSource<AccountModel> = new MatTableDataSource();
-  public displayedColumns = [];
-  public isLoading = true;
-  public routeQueryParams: Subscription;
-
-  private unsubscribeSubject = new Subject<void>();
-
-  public constructor(
-    private dialog: MatDialog,
-    private route: ActivatedRoute,
-    private router: Router
-  ) {}
-
-  public ngOnInit() {}
-
-  public ngOnChanges() {
-    this.displayedColumns = ['account', 'platform', 'transactions'];
-
-    if (this.showActions) {
-      this.displayedColumns.push('actions');
-    }
-
-    this.isLoading = true;
-
-    if (this.accounts) {
-      this.dataSource = new MatTableDataSource(this.accounts);
-      this.dataSource.sort = this.sort;
-
-      this.isLoading = false;
-    }
-  }
-
-  public onDeleteAccount(aId: string) {
-    const confirmation = confirm('Do you really want to delete this account?');
-
-    if (confirmation) {
-      this.accountDeleted.emit(aId);
-    }
-  }
-
-  public onUpdateAccount(aAccount: AccountModel) {
-    this.accountToUpdate.emit(aAccount);
-  }
-
-  public ngOnDestroy() {
-    this.unsubscribeSubject.next();
-    this.unsubscribeSubject.complete();
-  }
-}

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

@@ -1,33 +0,0 @@
-import { CommonModule } from '@angular/common';
-import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
-import { MatButtonModule } from '@angular/material/button';
-import { MatInputModule } from '@angular/material/input';
-import { MatMenuModule } from '@angular/material/menu';
-import { MatSortModule } from '@angular/material/sort';
-import { MatTableModule } from '@angular/material/table';
-import { RouterModule } from '@angular/router';
-import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
-
-import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
-import { GfValueModule } from '../value/value.module';
-import { AccountsTableComponent } from './accounts-table.component';
-
-@NgModule({
-  declarations: [AccountsTableComponent],
-  exports: [AccountsTableComponent],
-  imports: [
-    CommonModule,
-    GfSymbolIconModule,
-    GfValueModule,
-    MatButtonModule,
-    MatInputModule,
-    MatMenuModule,
-    MatSortModule,
-    MatTableModule,
-    NgxSkeletonLoaderModule,
-    RouterModule
-  ],
-  providers: [],
-  schemas: [CUSTOM_ELEMENTS_SCHEMA]
-})
-export class GfAccountsTableModule {}

apps/client/src/app/components/fear-and-greed-index/fear-and-greed-index.component.ts

@@ -5,7 +5,7 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { resolveFearAndGreedIndex } from '@ghostfolio/common/helper';
+import { resolveFearAndGreedIndex } from '@ghostfolio/helper';
 
 @Component({
   selector: 'gf-fear-and-greed-index',

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

@@ -6,80 +6,59 @@
     <span class="spacer"></span>
     <a
       class="d-none d-sm-block"
+      [routerLink]="['/']"
       i18n
       mat-flat-button
-      [color]="
-        currentRoute === 'home' || currentRoute === 'zen' ? 'primary' : null
-      "
-      [routerLink]="['/']"
+      [color]="currentRoute === 'home' ? 'primary' : null"
       >Overview</a
     >
     <a
-      *ngIf="user?.settings?.viewMode === 'DEFAULT'"
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/analysis']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'analysis' ? 'primary' : null"
-      [routerLink]="['/analysis']"
       >Analysis</a
     >
     <a
-      *ngIf="user?.settings?.viewMode === 'DEFAULT'"
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/report']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'report' ? 'primary' : null"
-      [routerLink]="['/report']"
       >X-ray</a
     >
     <a
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/transactions']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'transactions' ? 'primary' : null"
-      [routerLink]="['/transactions']"
       >Transactions</a
     >
-    <a
-      class="d-none d-sm-block mx-1"
-      i18n
-      mat-flat-button
-      [color]="currentRoute === 'accounts' ? 'primary' : null"
-      [routerLink]="['/accounts']"
-      >Accounts</a
-    >
     <a
       *ngIf="hasPermissionToAccessAdminControl"
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/admin']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'admin' ? 'primary' : null"
-      [routerLink]="['/admin']"
       >Admin Control</a
     >
     <a
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/resources']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'resources' ? 'primary' : null"
-      [routerLink]="['/resources']"
       >Resources</a
     >
-    <a
-      *ngIf="hasPermissionForSubscription"
-      class="d-none d-sm-block mx-1"
-      i18n
-      mat-flat-button
-      [color]="currentRoute === 'pricing' ? 'primary' : null"
-      [routerLink]="['/pricing']"
-      >Pricing</a
-    >
     <a
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/about']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'about' ? 'primary' : null"
-      [routerLink]="['/about']"
       >About</a
     >
     <button
@@ -140,81 +119,60 @@
       </ng-container>
       <a
         class="d-block d-sm-none"
+        [routerLink]="['/analysis']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'analysis' }"
-        [routerLink]="['/analysis']"
         >Analysis</a
       >
       <a
         class="d-block d-sm-none"
+        [routerLink]="['/report']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'report' }"
-        [routerLink]="['/report']"
         >X-ray</a
       >
       <a
         class="d-block d-sm-none"
+        [routerLink]="['/transactions']"
         i18n
         mat-menu-item
-        [ngClass]="{
-          'font-weight-bold': currentRoute === 'transactions'
-        }"
-        [routerLink]="['/transactions']"
+        [ngClass]="{ 'font-weight-bold': currentRoute === 'transactions' }"
         >Transactions</a
       >
-      <a
-        class="d-block d-sm-none"
-        i18n
-        mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'accounts' }"
-        [routerLink]="['/accounts']"
-        >Accounts</a
-      >
       <a
         class="align-items-center d-flex"
+        [routerLink]="['/account']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'account' }"
-        [routerLink]="['/account']"
-        >My Ghostfolio</a
+        >Account</a
       >
       <a
         *ngIf="hasPermissionToAccessAdminControl"
         class="d-block d-sm-none"
+        [routerLink]="['/admin']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'admin' }"
-        [routerLink]="['/admin']"
         >Admin Control</a
       >
       <hr class="m-0" />
       <a
         class="d-block d-sm-none"
+        [routerLink]="['/resources']"
         i18n
         mat-menu-item
-        [ngClass]="{
-          'font-weight-bold': currentRoute === 'resources'
-        }"
-        [routerLink]="['/resources']"
+        [ngClass]="{ 'font-weight-bold': currentRoute === 'resources' }"
         >Resources</a
       >
-      <a
-        *ngIf="hasPermissionForSubscription"
-        class="d-block d-sm-none"
-        i18n
-        mat-menu-item
-        [ngClass]="{ 'font-weight-bold': currentRoute === 'pricing' }"
-        [routerLink]="['/pricing']"
-        >Pricing</a
-      >
       <a
         class="d-block d-sm-none"
+        [routerLink]="['/about']"
         i18n
         mat-menu-item
         [ngClass]="{ 'font-weight-bold': currentRoute === 'about' }"
-        [routerLink]="['/about']"
         >About Ghostfolio</a
       >
       <hr class="d-block d-sm-none m-0" />
@@ -224,27 +182,19 @@
   <ng-container *ngIf="user === null">
     <a
       *ngIf="currentRoute && currentRoute !== 'start'"
+      [routerLink]="['/']"
       class="mx-2 no-min-width px-2"
       mat-button
-      [routerLink]="['/']"
     >
       <gf-logo></gf-logo>
     </a>
     <span class="spacer"></span>
-    <a
-      *ngIf="hasPermissionForSubscription"
-      i18n
-      mat-flat-button
-      [color]="currentRoute === 'pricing' ? 'primary' : null"
-      [routerLink]="['/pricing']"
-      >Pricing</a
-    >
     <a
       class="d-none d-sm-block mx-1"
+      [routerLink]="['/about']"
       i18n
       mat-flat-button
       [color]="currentRoute === 'about' ? 'primary' : null"
-      [routerLink]="['/about']"
       >About</a
     >
     <a

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

@@ -6,12 +6,13 @@ import {
 } from '@angular/core';
 import { MatDialog } from '@angular/material/dialog';
 import { Router } from '@angular/router';
+import { InfoItem } from '@ghostfolio/api/app/info/interfaces/info-item.interface';
+import { User } from '@ghostfolio/api/app/user/interfaces/user.interface';
 import { LoginWithAccessTokenDialog } from '@ghostfolio/client/pages/login/login-with-access-token-dialog/login-with-access-token-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { TokenStorageService } from '@ghostfolio/client/services/token-storage.service';
-import { InfoItem, User } from '@ghostfolio/common/interfaces';
-import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import { hasPermission, permissions } from '@ghostfolio/helper';
 import { EMPTY, Subject } from 'rxjs';
 import { catchError, takeUntil } from 'rxjs/operators';
 
@@ -26,9 +27,8 @@ export class HeaderComponent implements OnChanges {
   @Input() info: InfoItem;
   @Input() user: User;
 
-  public hasPermissionForSocialLogin: boolean;
-  public hasPermissionForSubscription: boolean;
   public hasPermissionToAccessAdminControl: boolean;
+  public hasPermissionForSocialLogin: boolean;
   public impersonationId: string;
 
   private unsubscribeSubject = new Subject<void>();
@@ -48,20 +48,17 @@ export class HeaderComponent implements OnChanges {
   }
 
   public ngOnChanges() {
+    if (this.user) {
+      this.hasPermissionToAccessAdminControl = hasPermission(
+        this.user.permissions,
+        permissions.accessAdminControl
+      );
+    }
+
     this.hasPermissionForSocialLogin = hasPermission(
       this.info?.globalPermissions,
       permissions.enableSocialLogin
     );
-
-    this.hasPermissionForSubscription = hasPermission(
-      this.info?.globalPermissions,
-      permissions.enableSubscription
-    );
-
-    this.hasPermissionToAccessAdminControl = hasPermission(
-      this.user?.permissions,
-      permissions.accessAdminControl
-    );
   }
 
   public impersonateAccount(aId: string) {

apps/client/src/app/components/investment-chart/investment-chart.component.ts

@@ -9,8 +9,8 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { primaryColorRgb } from '@ghostfolio/common/config';
-import { PortfolioItem } from '@ghostfolio/common/interfaces';
+import { PortfolioItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
+import { primaryColorRgb } from '@ghostfolio/helper';
 import {
   LineController,
   LineElement,

apps/client/src/app/components/line-chart/line-chart.component.ts

@@ -9,8 +9,7 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/common/config';
-import { getBackgroundColor } from '@ghostfolio/common/helper';
+import { primaryColorRgb, secondaryColorRgb } from '@ghostfolio/helper';
 import {
   Chart,
   Filler,
@@ -63,10 +62,6 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
     }
   }
 
-  public ngOnDestroy() {
-    this.chart?.destroy();
-  }
-
   private initialize() {
     this.isLoading = true;
     const benchmarkPrices = [];
@@ -81,7 +76,7 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
 
     const canvas = document.getElementById('chartCanvas');
 
-    const gradient = this.chartCanvas?.nativeElement
+    var gradient = this.chartCanvas?.nativeElement
       ?.getContext('2d')
       .createLinearGradient(
         0,
@@ -93,7 +88,14 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
       0,
       `rgba(${primaryColorRgb.r}, ${primaryColorRgb.g}, ${primaryColorRgb.b}, 0.01)`
     );
-    gradient.addColorStop(1, getBackgroundColor());
+    gradient.addColorStop(
+      1,
+      getComputedStyle(document.documentElement).getPropertyValue(
+        window.matchMedia('(prefers-color-scheme: dark)').matches
+          ? '--dark-background'
+          : '--light-background'
+      )
+    );
 
     const data = {
       labels,
@@ -179,4 +181,8 @@ export class LineChartComponent implements OnChanges, OnDestroy, OnInit {
 
     this.isLoading = false;
   }
+
+  public ngOnDestroy() {
+    this.chart?.destroy();
+  }
 }

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

@@ -46,7 +46,7 @@ export class PerformanceChartDialog {
 
         this.historicalDataItems = this.data.historicalDataItems;
 
-        this.historicalDataItems?.forEach((historicalDataItem) => {
+        this.historicalDataItems.forEach((historicalDataItem) => {
           const benchmarkItem = historicalData.find((item) => {
             return item.date === historicalDataItem.date;
           });

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

@@ -5,7 +5,7 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { PortfolioOverview } from '@ghostfolio/common/interfaces';
+import { PortfolioOverview } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-overview.interface';
 import { Currency } from '@prisma/client';
 
 @Component({

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

@@ -7,7 +7,7 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { PortfolioPerformance } from '@ghostfolio/common/interfaces';
+import { PortfolioPerformance } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-performance.interface';
 import { Currency } from '@prisma/client';
 import { CountUp } from 'countup.js';
 import { isNumber } from 'lodash';

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

@@ -4,7 +4,7 @@ import {
   Input,
   OnInit
 } from '@angular/core';
-import { PortfolioPerformance } from '@ghostfolio/common/interfaces';
+import { PortfolioPerformance } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-performance.interface';
 import { Currency } from '@prisma/client';
 
 @Component({

apps/client/src/app/components/portfolio-positions-chart/portfolio-positions-chart.component.ts

@@ -7,7 +7,7 @@ import {
   OnChanges,
   OnInit
 } from '@angular/core';
-import { PortfolioItem } from '@ghostfolio/common/interfaces';
+import { PortfolioItem } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-item.interface';
 import { endOfDay, parseISO, startOfDay } from 'date-fns';
 
 @Component({

apps/client/src/app/components/portfolio-proportion-chart/portfolio-proportion-chart.component.ts

@@ -7,9 +7,7 @@ import {
   OnInit,
   ViewChild
 } from '@angular/core';
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
-import { getCssVariable, getTextColor } from '@ghostfolio/common/helper';
-import { PortfolioPosition } from '@ghostfolio/common/interfaces';
+import { PortfolioPosition } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position.interface';
 import { Currency } from '@prisma/client';
 import { Tooltip } from 'chart.js';
 import { LinearScale } from 'chart.js';
@@ -38,14 +36,6 @@ export class PortfolioProportionChartComponent
   public chart: Chart;
   public isLoading = true;
 
-  private colorMap: {
-    [symbol: string]: string;
-  } = {
-    [UNKNOWN_KEY]: `rgba(${getTextColor()}, ${getCssVariable(
-      '--palette-foreground-divider-alpha'
-    )})`
-  };
-
   public constructor() {
     Chart.register(ArcElement, DoughnutController, LinearScale, Tooltip);
   }
@@ -58,67 +48,37 @@ export class PortfolioProportionChartComponent
     }
   }
 
-  public ngOnDestroy() {
-    this.chart?.destroy();
-  }
-
   private initialize() {
     this.isLoading = true;
-    const chartData: {
-      [symbol: string]: { color?: string; value: number };
-    } = {};
+    const chartData: { [symbol: string]: number } = {};
 
     Object.keys(this.positions).forEach((symbol) => {
       if (this.positions[symbol][this.key]) {
         if (chartData[this.positions[symbol][this.key]]) {
-          chartData[this.positions[symbol][this.key]].value += this.positions[
+          chartData[this.positions[symbol][this.key]] += this.positions[
             symbol
           ].value;
         } else {
-          chartData[this.positions[symbol][this.key]] = {
-            value: this.positions[symbol].value
-          };
-        }
-      } else {
-        if (chartData[UNKNOWN_KEY]) {
-          chartData[UNKNOWN_KEY].value += this.positions[symbol].value;
-        } else {
-          chartData[UNKNOWN_KEY] = {
-            value: this.positions[symbol].value
-          };
+          chartData[this.positions[symbol][this.key]] = this.positions[
+            symbol
+          ].value;
         }
       }
     });
 
     const chartDataSorted = Object.entries(chartData)
       .sort((a, b) => {
-        return a[1].value - b[1].value;
+        return a[1] - b[1];
       })
       .reverse();
 
-    chartDataSorted.forEach(([symbol, item], index) => {
-      if (this.colorMap[symbol]) {
-        // Reuse color
-        item.color = this.colorMap[symbol];
-      } else {
-        const color = this.getColorPalette()[index];
-
-        // Store color for reuse
-        this.colorMap[symbol] = color;
-
-        item.color = color;
-      }
-    });
-
     const data = {
       datasets: [
         {
-          backgroundColor: chartDataSorted.map(([, item]) => {
-            return item.color;
-          }),
+          backgroundColor: this.getColorPalette(),
           borderWidth: 0,
-          data: chartDataSorted.map(([, item]) => {
-            return item.value;
+          data: chartDataSorted.map(([, value]) => {
+            return value;
           })
         }
       ],
@@ -140,14 +100,21 @@ export class PortfolioProportionChartComponent
               tooltip: {
                 callbacks: {
                   label: (context) => {
-                    const label =
-                      context.label === UNKNOWN_KEY ? 'Other' : context.label;
+                    const label = data.labels[context.dataIndex];
 
                     if (this.isInPercent) {
-                      const value = 100 * <number>context.raw;
+                      const value =
+                        100 *
+                        data.datasets[context.datasetIndex].data[
+                          context.dataIndex
+                        ];
                       return `${label} (${value.toFixed(2)}%)`;
                     } else {
-                      const value = <number>context.raw;
+                      const value =
+                        data.datasets[context.datasetIndex].data[
+                          context.dataIndex
+                        ];
+
                       return `${label} (${value.toLocaleString(this.locale, {
                         maximumFractionDigits: 2,
                         minimumFractionDigits: 2
@@ -186,4 +153,8 @@ export class PortfolioProportionChartComponent
       '#cc5de8' // grape 5
     ];
   }
+
+  public ngOnDestroy() {
+    this.chart?.destroy();
+  }
 }