Release 1.93.0 (#566)

* Extend documentation for self-hosting

* Add tag "latest" to docker image

* Update changelog

.gitignore

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

.travis.yml

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

CHANGELOG.md

@@ -5,6 +5,225 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## 1.93.0 - 21.12.2021
+
+### Added
+
+- Added support for cryptocurrency _Solana_ (`SOL-USD`)
+- Extended the documentation for self-hosting with the [official Ghostfolio Docker image](https://hub.docker.com/r/ghostfolio/ghostfolio)
+
+### Fixed
+
+- Converted errors to warnings in portfolio calculator
+
+## 1.92.0 - 19.12.2021
+
+### Added
+
+- Added a line chart to the historical data view in the admin control panel
+- Supported the update of historical data in the admin control panel
+
+### Fixed
+
+- Improved the redirection on logout
+- Fixed the permission for the system status page
+
+## 1.91.0 - 18.12.2021
+
+### Changed
+
+- Removed the redundant all time high and all time low from the performance endpoint
+
+### Fixed
+
+- Fixed the symbol conversion from _Yahoo Finance_ including a hyphen
+- Fixed hidden values (`0`) in the statistics section on the about page
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.90.0 - 14.12.2021
+
+### Added
+
+- Extended the validation in the import functionality for transactions by checking the currency of the data provider service
+- Added support for cryptocurrency _Uniswap_
+- Set up pipeline for docker build
+
+### Changed
+
+- Removed the default transactions import limit
+- Improved the landing page in dark mode
+
+### Fixed
+
+- Fixed `/bin/sh: prisma: not found` in docker build
+- Added `apk` in `Dockerfile` (`python3 g++ make openssl`)
+
+## 1.89.0 - 11.12.2021
+
+### Added
+
+- Extended the data gathering by symbol endpoint with an optional date
+
+### Changed
+
+- Upgraded `Nx` from version `13.2.2` to `13.3.0`
+- Upgraded `storybook` from version `6.4.0-rc.3` to `6.4.9`
+
+## 1.88.0 - 09.12.2021
+
+### Added
+
+- Added a coupon system
+
+## 1.87.0 - 07.12.2021
+
+### Added
+
+- Supported the management of additional currencies in the admin control panel
+- Introduced the system message
+- Introduced the read only mode
+
+### Changed
+
+- Increased the historical data chart of the _Fear & Greed Index_ (market mood) to 10 days
+- Upgraded `prisma` from version `2.30.2` to `3.6.0`
+
+## 1.86.0 - 04.12.2021
+
+### Added
+
+- Added the historical data chart of the _Fear & Greed Index_ (market mood)
+
+### Changed
+
+- Improved the historical data view in the admin control panel (hide invalid and future dates)
+- Enabled the import functionality for transactions by default
+- Converted the symbols to uppercase to avoid case-sensitive duplicates in the symbol profile model
+
+### Fixed
+
+- Improved the allocations by currency in combination with cash balances
+
+## 1.85.0 - 01.12.2021
+
+### Fixed
+
+- Fixed the data gathering of the _Fear & Greed Index_ (market mood)
+
+## 1.84.0 - 30.11.2021
+
+### Added
+
+- Exposed the data gathering by symbol as an endpoint
+
+## 1.83.0 - 29.11.2021
+
+### Changed
+
+- Removed the experimental API
+
+### Fixed
+
+- Eliminated the redundant storage of historical exchange rates
+
+## 1.82.0 - 28.11.2021
+
+### Added
+
+- Added tabs with routing to the admin control panel
+- Added a new tab to manage historical data to the admin control panel
+
+### Changed
+
+- Introduced tabs with routing to the home page
+
+## 1.81.0 - 27.11.2021
+
+### Added
+
+- Added the value to the position detail dialog
+
+### Changed
+
+- Upgraded `angular` from version `12.2.4` to `13.0.2`
+- Upgraded `angular-material-css-vars` from version `2.1.2` to `3.0.0`
+- Upgraded `nestjs` from version `7.6.18` to `8.2.3`
+- Upgraded `Nx` from version `12.8.0` to `13.2.2`
+- Upgraded `rxjs` from version `6.6.7` to `7.4.0`
+- Upgraded `storybook` from version `6.3.8` to `6.4.0-rc.3`
+
+### Fixed
+
+- Fixed the broken line charts showing value labels if openend from the allocations page
+- Fixed the click event for drafts in the transactions table
+
+## 1.80.0 - 23.11.2021
+
+### Added
+
+- Accentuated the all time high and the all time low
+
+## 1.79.0 - 21.11.2021
+
+### Added
+
+- Added the value column to the positions table
+- Added support for cryptocurrency _Algorand_
+
+### Changed
+
+- Locked the symbol input in the edit transaction dialog
+- Filtered the account selector by account type (`SECURITIES`) in the create or edit transaction dialog
+
+### Fixed
+
+- Fixed the search functionality for cryptocurrency symbols (do not show unsupported symbols)
+
+## 1.78.0 - 20.11.2021
+
+### Added
+
+- Added a testimonial section to the landing page
+
+### Fixed
+
+- Fixed the footer row border of the accounts table in dark mode
+
+## 1.77.0 - 16.11.2021
+
+### Changed
+
+- Hid the _Get Started_ button on the registration page
+
+### Fixed
+
+- Fixed the footer row of the accounts table on mobile
+- Fixed the transactions count calculation in the accounts table (exclude drafts)
+
+## 1.76.0 - 14.11.2021
+
+### Added
+
+- Added the footer row with buying power and net worth to the accounts table
+
+## 1.75.0 - 13.11.2021
+
+### Added
+
+- Added a logo to the log on the server start
+- Added the data gathering progress to the log and the admin control panel
+- Added the value column to the accounts table
+
+## 1.74.0 - 11.11.2021
+
+### Changed
+
+- Adapted the decimal places for cryptocurrencies in the position detail dialog
+- Moved the _Fear & Greed Index_ (market mood) to a new tab on the home page
+
 ## 1.73.0 - 10.11.2021
 
 ### Changed

Dockerfile

@@ -12,7 +12,8 @@ COPY ./package.json package.json
 COPY ./yarn.lock yarn.lock
 COPY ./prisma/schema.prisma prisma/schema.prisma
 
-RUN yarn
+RUN apk add --no-cache python3 g++ make openssl
+RUN yarn install
 
 # See https://github.com/nrwl/nx/issues/6586 for further details
 COPY ./decorate-angular-cli.js decorate-angular-cli.js

README.md

@@ -81,19 +81,27 @@ The backend is based on [NestJS](https://nestjs.com) using [PostgreSQL](https://
 
 The frontend is built with [Angular](https://angular.io) and uses [Angular Material](https://material.angular.io) with utility classes from [Bootstrap](https://getbootstrap.com).
 
-## Run with Docker
+## Run with Docker (self-hosting)
 
 ### Prerequisites
 
 - [Docker](https://www.docker.com/products/docker-desktop)
 
-### Setup Docker Image
+### a. Run environment
 
-Run the following commands to build and start the Docker image:
+Run the following command to start the Docker images from [Docker Hub](https://hub.docker.com/r/ghostfolio/ghostfolio):
 
 ```bash
-docker-compose -f docker/docker-compose-build-local.yml build
-docker-compose -f docker/docker-compose-build-local.yml up
+docker-compose -f docker/docker-compose.yml up
+```
+
+### b. Build and run environment
+
+Run the following commands to build and start the Docker images:
+
+```bash
+docker-compose -f docker/docker-compose.build.yml build
+docker-compose -f docker/docker-compose.build.yml up
 ```
 
 ### Setup Database
@@ -112,6 +120,12 @@ Open http://localhost:3333 in your browser and accomplish these steps:
 1. Go to the _Admin Control Panel_ and click _Gather All Data_ to fetch historical data
 1. Click _Sign out_ and check out the _Live Demo_
 
+### Finalization
+
+1. Create a new user via _Get Started_
+1. Assign the role `ADMIN` to this user (directly in the database)
+1. Delete the original _Admin_ (directly in the database)
+
 ### Migrate Database
 
 With the following command you can keep your database schema in sync after a Ghostfolio version update:

angular.json

@@ -1,22 +1,5 @@
 {
   "version": 1,
-  "cli": {
-    "defaultCollection": "@nrwl/nest"
-  },
-  "defaultProject": "api",
-  "schematics": {
-    "@nrwl/angular:application": {
-      "linter": "eslint",
-      "unitTestRunner": "jest",
-      "e2eTestRunner": "cypress"
-    },
-    "@nrwl/angular:library": {
-      "linter": "eslint",
-      "unitTestRunner": "jest"
-    },
-    "@nrwl/nest": {},
-    "@nrwl/angular:component": {}
-  },
   "projects": {
     "api": {
       "root": "apps/api",
@@ -69,7 +52,8 @@
           },
           "outputs": ["coverage/apps/api"]
         }
-      }
+      },
+      "tags": []
     },
     "client": {
       "projectType": "application",
@@ -201,7 +185,8 @@
           },
           "outputs": ["coverage/apps/client"]
         }
-      }
+      },
+      "tags": []
     },
     "client-e2e": {
       "root": "apps/client-e2e",
@@ -221,7 +206,9 @@
             }
           }
         }
-      }
+      },
+      "tags": [],
+      "implicitDependencies": ["client"]
     },
     "common": {
       "root": "libs/common",
@@ -242,7 +229,8 @@
             "passWithNoTests": true
           }
         }
-      }
+      },
+      "tags": []
     },
     "ui": {
       "projectType": "library",
@@ -300,7 +288,8 @@
             }
           }
         }
-      }
+      },
+      "tags": []
     },
     "ui-e2e": {
       "root": "apps/ui-e2e",
@@ -326,7 +315,9 @@
             "lintFilePatterns": ["apps/ui-e2e/**/*.{js,ts}"]
           }
         }
-      }
+      },
+      "tags": [],
+      "implicitDependencies": ["ui"]
     }
   }
 }

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

@@ -1,9 +1,5 @@
 import { Access } from '@ghostfolio/common/interfaces';
-import {
-  getPermissions,
-  hasPermission,
-  permissions
-} from '@ghostfolio/common/permissions';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
@@ -66,10 +62,7 @@ export class AccessController {
     @Body() data: CreateAccessDto
   ): Promise<AccessModel> {
     if (
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.createAccess
-      )
+      !hasPermission(this.request.user.permissions, permissions.createAccess)
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),
@@ -86,10 +79,7 @@ export class AccessController {
   @UseGuards(AuthGuard('jwt'))
   public async deleteAccess(@Param('id') id: string): Promise<AccessModule> {
     if (
-      !hasPermission(
-        getPermissions(this.request.user.role),
-        permissions.deleteAccess
-      )
+      !hasPermission(this.request.user.permissions, permissions.deleteAccess)
     ) {
       throw new HttpException(
         getReasonPhrase(StatusCodes.FORBIDDEN),

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -5,6 +5,7 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PropertyModule } from '@ghostfolio/api/services/property/property.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 import { JwtModule } from '@nestjs/jwt';
@@ -21,6 +22,7 @@ import { InfoService } from './info.service';
       secret: process.env.JWT_SECRET_KEY,
       signOptions: { expiresIn: '30 days' }
     }),
+    PropertyModule,
     RedisCacheModule,
     SymbolProfileModule
   ],

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

@@ -4,6 +4,12 @@ import { DataGatheringService } from '@ghostfolio/api/services/data-gathering.se
 import { DataProviderService } from '@ghostfolio/api/services/data-provider/data-provider.service';
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import {
+  PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_STRIPE_CONFIG,
+  PROPERTY_SYSTEM_MESSAGE
+} from '@ghostfolio/common/config';
 import { InfoItem } from '@ghostfolio/common/interfaces';
 import { Statistics } from '@ghostfolio/common/interfaces/statistics.interface';
 import { Subscription } from '@ghostfolio/common/interfaces/subscription.interface';
@@ -15,8 +21,8 @@ import { subDays } from 'date-fns';
 
 @Injectable()
 export class InfoService {
-  private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
   private static CACHE_KEY_STATISTICS = 'STATISTICS';
+  private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
 
   public constructor(
     private readonly configurationService: ConfigurationService,
@@ -25,15 +31,18 @@ export class InfoService {
     private readonly dataGatheringService: DataGatheringService,
     private readonly jwtService: JwtService,
     private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService,
     private readonly redisCacheService: RedisCacheService
   ) {}
 
   public async get(): Promise<InfoItem> {
     const info: Partial<InfoItem> = {};
+    let isReadOnlyMode: boolean;
     const platforms = await this.prismaService.platform.findMany({
       orderBy: { name: 'asc' },
       select: { id: true, name: true }
     });
+    let systemMessage: string;
 
     const globalPermissions: string[] = [];
 
@@ -45,6 +54,12 @@ export class InfoService {
       globalPermissions.push(permissions.enableImport);
     }
 
+    if (this.configurationService.get('ENABLE_FEATURE_READ_ONLY_MODE')) {
+      isReadOnlyMode = (await this.propertyService.getByKey(
+        PROPERTY_IS_READ_ONLY_MODE
+      )) as boolean;
+    }
+
     if (this.configurationService.get('ENABLE_FEATURE_SOCIAL_LOGIN')) {
       globalPermissions.push(permissions.enableSocialLogin);
     }
@@ -59,10 +74,20 @@ export class InfoService {
       info.stripePublicKey = this.configurationService.get('STRIPE_PUBLIC_KEY');
     }
 
+    if (this.configurationService.get('ENABLE_FEATURE_SYSTEM_MESSAGE')) {
+      globalPermissions.push(permissions.enableSystemMessage);
+
+      systemMessage = (await this.propertyService.getByKey(
+        PROPERTY_SYSTEM_MESSAGE
+      )) as string;
+    }
+
     return {
       ...info,
       globalPermissions,
+      isReadOnlyMode,
       platforms,
+      systemMessage,
       currencies: this.exchangeRateDataService.getCurrencies(),
       demoAuthToken: this.getDemoAuthToken(),
       lastDataGathering: await this.getLastDataGathering(),
@@ -222,7 +247,7 @@ export class InfoService {
     }
 
     const stripeConfig = await this.prismaService.property.findUnique({
-      where: { key: 'STRIPE_CONFIG' }
+      where: { key: PROPERTY_STRIPE_CONFIG }
     });
 
     if (stripeConfig) {

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -1,8 +1,9 @@
-import { OrderType } from '@ghostfolio/api/models/order-type';
+import { TimelineInfoInterface } from '@ghostfolio/api/app/portfolio/interfaces/timeline-info.interface';
 import { IDataGatheringItem } from '@ghostfolio/api/services/interfaces/interfaces';
 import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
 import { TimelinePosition } from '@ghostfolio/common/interfaces';
 import { Logger } from '@nestjs/common';
+import { Type as TypeOfOrder } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
@@ -237,9 +238,7 @@ export class PortfolioCalculator {
         if (!marketSymbolMap[nextDate]?.[item.symbol]) {
           invalidSymbols.push(item.symbol);
           hasErrors = true;
-          Logger.error(
-            `Missing value for symbol ${item.symbol} at ${nextDate}`
-          );
+          Logger.warn(`Missing value for symbol ${item.symbol} at ${nextDate}`);
           continue;
         }
         let lastInvestment: Big = new Big(0);
@@ -270,7 +269,7 @@ export class PortfolioCalculator {
           if (!initialValue) {
             invalidSymbols.push(item.symbol);
             hasErrors = true;
-            Logger.error(
+            Logger.warn(
               `Missing value for symbol ${item.symbol} at ${currentDate}`
             );
             continue;
@@ -365,16 +364,20 @@ export class PortfolioCalculator {
   public async calculateTimeline(
     timelineSpecification: TimelineSpecification[],
     endDate: string
-  ): Promise<TimelinePeriod[]> {
+  ): Promise<TimelineInfoInterface> {
     if (timelineSpecification.length === 0) {
-      return [];
+      return {
+        maxNetPerformance: new Big(0),
+        minNetPerformance: new Big(0),
+        timelinePeriods: []
+      };
     }
 
     const startDate = timelineSpecification[0].start;
     const start = parseDate(startDate);
     const end = parseDate(endDate);
 
-    const timelinePeriodPromises: Promise<TimelinePeriod[]>[] = [];
+    const timelinePeriodPromises: Promise<TimelineInfoInterface>[] = [];
     let i = 0;
     let j = -1;
     for (
@@ -417,11 +420,40 @@ export class PortfolioCalculator {
       }
     }
 
-    const timelinePeriods: TimelinePeriod[][] = await Promise.all(
+    const timelineInfoInterfaces: TimelineInfoInterface[] = await Promise.all(
       timelinePeriodPromises
     );
+    const minNetPerformance = timelineInfoInterfaces
+      .map((timelineInfo) => timelineInfo.minNetPerformance)
+      .filter((performance) => performance !== null)
+      .reduce((minPerformance, current) => {
+        if (minPerformance.lt(current)) {
+          return minPerformance;
+        } else {
+          return current;
+        }
+      });
 
-    return flatten(timelinePeriods);
+    const maxNetPerformance = timelineInfoInterfaces
+      .map((timelineInfo) => timelineInfo.maxNetPerformance)
+      .filter((performance) => performance !== null)
+      .reduce((maxPerformance, current) => {
+        if (maxPerformance.gt(current)) {
+          return maxPerformance;
+        } else {
+          return current;
+        }
+      });
+
+    const timelinePeriods = timelineInfoInterfaces.map(
+      (timelineInfo) => timelineInfo.timelinePeriods
+    );
+
+    return {
+      maxNetPerformance,
+      minNetPerformance,
+      timelinePeriods: flatten(timelinePeriods)
+    };
   }
 
   private calculateOverallPerformance(
@@ -481,8 +513,8 @@ export class PortfolioCalculator {
           currentPosition.netPerformancePercentage.mul(currentInitialValue)
         );
       } else if (!currentPosition.quantity.eq(0)) {
-        Logger.error(
-          `Initial value is missing for symbol ${currentPosition.symbol}`
+        Logger.warn(
+          `Missing initial value for symbol ${currentPosition.symbol} at ${currentPosition.firstBuyDate}`
         );
         hasErrors = true;
       }
@@ -513,7 +545,7 @@ export class PortfolioCalculator {
     j: number,
     startDate: Date,
     endDate: Date
-  ): Promise<TimelinePeriod[]> {
+  ): Promise<TimelineInfoInterface> {
     let investment: Big = new Big(0);
     let fees: Big = new Big(0);
 
@@ -569,6 +601,8 @@ export class PortfolioCalculator {
     }
 
     const results: TimelinePeriod[] = [];
+    let maxNetPerformance: Big = null;
+    let minNetPerformance: Big = null;
     for (
       let currentDate = startDate;
       isBefore(currentDate, endDate);
@@ -592,28 +626,46 @@ export class PortfolioCalculator {
       }
       if (!invalid) {
         const grossPerformance = value.minus(investment);
+        const netPerformance = grossPerformance.minus(fees);
+        if (
+          minNetPerformance === null ||
+          minNetPerformance.gt(netPerformance)
+        ) {
+          minNetPerformance = netPerformance;
+        }
+        if (
+          maxNetPerformance === null ||
+          maxNetPerformance.lt(netPerformance)
+        ) {
+          maxNetPerformance = netPerformance;
+        }
+
         const result = {
           grossPerformance,
           investment,
+          netPerformance,
           value,
-          date: currentDateAsString,
-          netPerformance: grossPerformance.minus(fees)
+          date: currentDateAsString
         };
         results.push(result);
       }
     }
 
-    return results;
+    return {
+      maxNetPerformance,
+      minNetPerformance,
+      timelinePeriods: results
+    };
   }
 
-  private getFactor(type: OrderType) {
+  private getFactor(type: TypeOfOrder) {
     let factor: number;
 
     switch (type) {
-      case OrderType.Buy:
+      case 'BUY':
         factor = 1;
         break;
-      case OrderType.Sell:
+      case 'SELL':
         factor = -1;
         break;
       default:

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

@@ -8,6 +8,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-data.service';
 import { baseCurrency } from '@ghostfolio/common/config';
 import {
+  PortfolioChart,
   PortfolioDetails,
   PortfolioPerformance,
   PortfolioPublicDetails,
@@ -32,10 +33,7 @@ import { AuthGuard } from '@nestjs/passport';
 import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
-import {
-  HistoricalDataItem,
-  PortfolioPositionDetail
-} from './interfaces/portfolio-position-detail.interface';
+import { PortfolioPositionDetail } from './interfaces/portfolio-position-detail.interface';
 import { PortfolioPositions } from './interfaces/portfolio-positions.interface';
 import { PortfolioService } from './portfolio.service';
 
@@ -92,12 +90,14 @@ export class PortfolioController {
     @Headers('impersonation-id') impersonationId,
     @Query('range') range,
     @Res() res: Response
-  ): Promise<HistoricalDataItem[]> {
-    let chartData = await this.portfolioService.getChart(
+  ): Promise<PortfolioChart> {
+    const historicalDataContainer = await this.portfolioService.getChart(
       impersonationId,
       range
     );
 
+    let chartData = historicalDataContainer.items;
+
     let hasNullValue = false;
 
     chartData.forEach((chartDataItem) => {
@@ -130,7 +130,11 @@ export class PortfolioController {
       });
     }
 
-    return <any>res.json(chartData);
+    return <any>res.json({
+      chart: chartData,
+      isAllTimeHigh: historicalDataContainer.isAllTimeHigh,
+      isAllTimeLow: historicalDataContainer.isAllTimeLow
+    });
   }
 
   @Get('details')
@@ -366,7 +370,8 @@ export class PortfolioController {
           'grossPerformance',
           'investment',
           'netPerformance',
-          'quantity'
+          'quantity',
+          'value'
         ]);
       }
 

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

@@ -7,17 +7,18 @@ import { DataGatheringModule } from '@ghostfolio/api/services/data-gathering.mod
 import { DataProviderModule } from '@ghostfolio/api/services/data-provider/data-provider.module';
 import { ExchangeRateDataModule } from '@ghostfolio/api/services/exchange-rate-data.module';
 import { ImpersonationModule } from '@ghostfolio/api/services/impersonation.module';
+import { MarketDataModule } from '@ghostfolio/api/services/market-data.module';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
 import { SymbolProfileModule } from '@ghostfolio/api/services/symbol-profile.module';
 import { Module } from '@nestjs/common';
 
 import { CurrentRateService } from './current-rate.service';
-import { MarketDataService } from './market-data.service';
 import { PortfolioController } from './portfolio.controller';
 import { PortfolioService } from './portfolio.service';
 import { RulesService } from './rules.service';
 
 @Module({
+  exports: [PortfolioService],
   imports: [
     AccessModule,
     ConfigurationModule,
@@ -25,6 +26,7 @@ import { RulesService } from './rules.service';
     DataProviderModule,
     ExchangeRateDataModule,
     ImpersonationModule,
+    MarketDataModule,
     OrderModule,
     PrismaModule,
     SymbolProfileModule,
@@ -34,7 +36,6 @@ import { RulesService } from './rules.service';
   providers: [
     AccountService,
     CurrentRateService,
-    MarketDataService,
     PortfolioService,
     RulesService
   ]

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

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

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

@@ -1,4 +1,7 @@
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { PropertyService } from '@ghostfolio/api/services/property/property.service';
+import { PROPERTY_COUPONS } from '@ghostfolio/common/config';
+import { Coupon } from '@ghostfolio/common/interfaces';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Body,
@@ -14,6 +17,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
+import { Response } from 'express';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 
 import { SubscriptionService } from './subscription.service';
@@ -22,16 +26,70 @@ import { SubscriptionService } from './subscription.service';
 export class SubscriptionController {
   public constructor(
     private readonly configurationService: ConfigurationService,
+    private readonly propertyService: PropertyService,
     @Inject(REQUEST) private readonly request: RequestWithUser,
     private readonly subscriptionService: SubscriptionService
   ) {}
 
+  @Post('redeem-coupon')
+  @UseGuards(AuthGuard('jwt'))
+  public async redeemCoupon(
+    @Body() { couponCode }: { couponCode: string },
+    @Res() res: Response
+  ) {
+    if (!this.request.user) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.FORBIDDEN),
+        StatusCodes.FORBIDDEN
+      );
+    }
+
+    let coupons =
+      ((await this.propertyService.getByKey(PROPERTY_COUPONS)) as Coupon[]) ??
+      [];
+
+    const isValid = coupons.some((coupon) => {
+      return coupon.code === couponCode;
+    });
+
+    if (!isValid) {
+      throw new HttpException(
+        getReasonPhrase(StatusCodes.BAD_REQUEST),
+        StatusCodes.BAD_REQUEST
+      );
+    }
+
+    await this.subscriptionService.createSubscription(this.request.user.id);
+
+    // Destroy coupon
+    coupons = coupons.filter((coupon) => {
+      return coupon.code !== couponCode;
+    });
+    await this.propertyService.put({
+      key: PROPERTY_COUPONS,
+      value: JSON.stringify(coupons)
+    });
+
+    Logger.log(
+      `Subscription for user '${this.request.user.id}' has been created with coupon`
+    );
+
+    res.status(StatusCodes.OK);
+
+    return <any>res.json({
+      message: getReasonPhrase(StatusCodes.OK),
+      statusCode: StatusCodes.OK
+    });
+  }
+
   @Get('stripe/callback')
   public async stripeCallback(@Req() req, @Res() res) {
-    await this.subscriptionService.createSubscription(
+    const userId = await this.subscriptionService.createSubscriptionViaStripe(
       req.query.checkoutSessionId
     );
 
+    Logger.log(`Subscription for user '${userId}' has been created via Stripe`);
+
     res.redirect(`${this.configurationService.get('ROOT_URL')}/account`);
   }
 

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

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

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

@@ -2,7 +2,7 @@ import { ConfigurationService } from '@ghostfolio/api/services/configuration.ser
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SubscriptionType } from '@ghostfolio/common/types/subscription.type';
 import { Injectable, Logger } from '@nestjs/common';
-import { Subscription } from '@prisma/client';
+import { Subscription, User } from '@prisma/client';
 import { addDays, isBefore } from 'date-fns';
 import Stripe from 'stripe';
 
@@ -64,26 +64,32 @@ export class SubscriptionService {
     };
   }
 
-  public async createSubscription(aCheckoutSessionId: string) {
+  public async createSubscription(aUserId: string) {
+    await this.prismaService.subscription.create({
+      data: {
+        expiresAt: addDays(new Date(), 365),
+        User: {
+          connect: {
+            id: aUserId
+          }
+        }
+      }
+    });
+  }
+
+  public async createSubscriptionViaStripe(aCheckoutSessionId: string) {
     try {
       const session = await this.stripe.checkout.sessions.retrieve(
         aCheckoutSessionId
       );
 
-      await this.prismaService.subscription.create({
-        data: {
-          expiresAt: addDays(new Date(), 365),
-          User: {
-            connect: {
-              id: session.client_reference_id
-            }
-          }
-        }
-      });
+      await this.createSubscription(session.client_reference_id);
 
       await this.stripe.customers.update(session.customer as string, {
         description: session.client_reference_id
       });
+
+      return session.client_reference_id;
     } catch (error) {
       Logger.error(error);
     }

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

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

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

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

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

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

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

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

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

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

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

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

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

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

apps/api/src/main.ts

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

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

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

apps/api/src/models/order.ts

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

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

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

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

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

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

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

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

@@ -1,11 +1,12 @@
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
-  benchmarks,
+  PROPERTY_LAST_DATA_GATHERING,
+  PROPERTY_LOCKED_DATA_GATHERING,
   ghostfolioFearAndGreedIndexSymbol
 } from '@ghostfolio/common/config';
 import { DATE_FORMAT, resetHours } from '@ghostfolio/common/helper';
 import { Inject, Injectable, Logger } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
+import { DataSource, MarketData } from '@prisma/client';
 import {
   differenceInHours,
   format,
@@ -18,7 +19,6 @@ import {
 
 import { ConfigurationService } from './configuration.service';
 import { DataProviderService } from './data-provider/data-provider.service';
-import { GhostfolioScraperApiService } from './data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
 import { DataEnhancerInterface } from './data-provider/interfaces/data-enhancer.interface';
 import { ExchangeRateDataService } from './exchange-rate-data.service';
 import { IDataGatheringItem } from './interfaces/interfaces';
@@ -26,13 +26,14 @@ import { PrismaService } from './prisma.service';
 
 @Injectable()
 export class DataGatheringService {
+  private dataGatheringProgress: number;
+
   public constructor(
     private readonly configurationService: ConfigurationService,
     @Inject('DataEnhancers')
     private readonly dataEnhancers: DataEnhancerInterface[],
     private readonly dataProviderService: DataProviderService,
     private readonly exchangeRateDataService: ExchangeRateDataService,
-    private readonly ghostfolioScraperApi: GhostfolioScraperApiService,
     private readonly prismaService: PrismaService,
     private readonly symbolProfileService: SymbolProfileService
   ) {}
@@ -46,7 +47,7 @@ export class DataGatheringService {
 
       await this.prismaService.property.create({
         data: {
-          key: 'LOCKED_DATA_GATHERING',
+          key: PROPERTY_LOCKED_DATA_GATHERING,
           value: new Date().toISOString()
         }
       });
@@ -58,11 +59,11 @@ export class DataGatheringService {
 
         await this.prismaService.property.upsert({
           create: {
-            key: 'LAST_DATA_GATHERING',
+            key: PROPERTY_LAST_DATA_GATHERING,
             value: new Date().toISOString()
           },
           update: { value: new Date().toISOString() },
-          where: { key: 'LAST_DATA_GATHERING' }
+          where: { key: PROPERTY_LAST_DATA_GATHERING }
         });
       } catch (error) {
         Logger.error(error);
@@ -70,7 +71,7 @@ export class DataGatheringService {
 
       await this.prismaService.property.delete({
         where: {
-          key: 'LOCKED_DATA_GATHERING'
+          key: PROPERTY_LOCKED_DATA_GATHERING
         }
       });
 
@@ -81,7 +82,7 @@ export class DataGatheringService {
 
   public async gatherMax() {
     const isDataGatheringLocked = await this.prismaService.property.findUnique({
-      where: { key: 'LOCKED_DATA_GATHERING' }
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
     });
 
     if (!isDataGatheringLocked) {
@@ -90,7 +91,7 @@ export class DataGatheringService {
 
       await this.prismaService.property.create({
         data: {
-          key: 'LOCKED_DATA_GATHERING',
+          key: PROPERTY_LOCKED_DATA_GATHERING,
           value: new Date().toISOString()
         }
       });
@@ -102,11 +103,11 @@ export class DataGatheringService {
 
         await this.prismaService.property.upsert({
           create: {
-            key: 'LAST_DATA_GATHERING',
+            key: PROPERTY_LAST_DATA_GATHERING,
             value: new Date().toISOString()
           },
           update: { value: new Date().toISOString() },
-          where: { key: 'LAST_DATA_GATHERING' }
+          where: { key: PROPERTY_LAST_DATA_GATHERING }
         });
       } catch (error) {
         Logger.error(error);
@@ -114,7 +115,7 @@ export class DataGatheringService {
 
       await this.prismaService.property.delete({
         where: {
-          key: 'LOCKED_DATA_GATHERING'
+          key: PROPERTY_LOCKED_DATA_GATHERING
         }
       });
 
@@ -123,6 +124,101 @@ export class DataGatheringService {
     }
   }
 
+  public async gatherSymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    const isDataGatheringLocked = await this.prismaService.property.findUnique({
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
+    });
+
+    if (!isDataGatheringLocked) {
+      Logger.log(`Symbol data gathering for ${symbol} has been started.`);
+      console.time('data-gathering-symbol');
+
+      await this.prismaService.property.create({
+        data: {
+          key: PROPERTY_LOCKED_DATA_GATHERING,
+          value: new Date().toISOString()
+        }
+      });
+
+      const symbols = (await this.getSymbolsMax()).filter(
+        (dataGatheringItem) => {
+          return (
+            dataGatheringItem.dataSource === dataSource &&
+            dataGatheringItem.symbol === symbol
+          );
+        }
+      );
+
+      try {
+        await this.gatherSymbols(symbols);
+
+        await this.prismaService.property.upsert({
+          create: {
+            key: PROPERTY_LAST_DATA_GATHERING,
+            value: new Date().toISOString()
+          },
+          update: { value: new Date().toISOString() },
+          where: { key: PROPERTY_LAST_DATA_GATHERING }
+        });
+      } catch (error) {
+        Logger.error(error);
+      }
+
+      await this.prismaService.property.delete({
+        where: {
+          key: PROPERTY_LOCKED_DATA_GATHERING
+        }
+      });
+
+      Logger.log(`Symbol data gathering for ${symbol} has been completed.`);
+      console.timeEnd('data-gathering-symbol');
+    }
+  }
+
+  public async gatherSymbolForDate({
+    dataSource,
+    date,
+    symbol
+  }: {
+    dataSource: DataSource;
+    date: Date;
+    symbol: string;
+  }) {
+    try {
+      const historicalData = await this.dataProviderService.getHistoricalRaw(
+        [{ dataSource, symbol }],
+        date,
+        date
+      );
+
+      const marketPrice =
+        historicalData[symbol][format(date, DATE_FORMAT)].marketPrice;
+
+      if (marketPrice) {
+        return await this.prismaService.marketData.upsert({
+          create: {
+            dataSource,
+            date,
+            marketPrice,
+            symbol
+          },
+          update: { marketPrice },
+          where: { date_symbol: { date, symbol } }
+        });
+      }
+    } catch (error) {
+      Logger.error(error);
+    } finally {
+      return undefined;
+    }
+  }
+
   public async gatherProfileData(aDataGatheringItems?: IDataGatheringItem[]) {
     Logger.log('Profile data gathering has been started.');
     console.time('data-gathering-profile');
@@ -204,8 +300,11 @@ export class DataGatheringService {
 
   public async gatherSymbols(aSymbolsWithStartDate: IDataGatheringItem[]) {
     let hasError = false;
+    let symbolCounter = 0;
 
     for (const { dataSource, date, symbol } of aSymbolsWithStartDate) {
+      this.dataGatheringProgress = symbolCounter / aSymbolsWithStartDate.length;
+
       try {
         const historicalData = await this.dataProviderService.getHistoricalRaw(
           [{ dataSource, symbol }],
@@ -263,6 +362,16 @@ export class DataGatheringService {
         hasError = true;
         Logger.error(error);
       }
+
+      if (symbolCounter > 0 && symbolCounter % 100 === 0) {
+        Logger.log(
+          `Data gathering progress: ${(
+            this.dataGatheringProgress * 100
+          ).toFixed(2)}%`
+        );
+      }
+
+      symbolCounter += 1;
     }
 
     await this.exchangeRateDataService.initialize();
@@ -272,15 +381,25 @@ export class DataGatheringService {
     }
   }
 
+  public async getDataGatheringProgress() {
+    const isInProgress = await this.getIsInProgress();
+
+    if (isInProgress) {
+      return this.dataGatheringProgress;
+    }
+
+    return undefined;
+  }
+
   public async getIsInProgress() {
     return await this.prismaService.property.findUnique({
-      where: { key: 'LOCKED_DATA_GATHERING' }
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
     });
   }
 
   public async getLastDataGathering() {
     const lastDataGathering = await this.prismaService.property.findUnique({
-      where: { key: 'LAST_DATA_GATHERING' }
+      where: { key: PROPERTY_LAST_DATA_GATHERING }
     });
 
     if (lastDataGathering?.value) {
@@ -290,24 +409,67 @@ export class DataGatheringService {
     return undefined;
   }
 
+  public async getSymbolsMax(): Promise<IDataGatheringItem[]> {
+    const startDate =
+      (
+        await this.prismaService.order.findFirst({
+          orderBy: [{ date: 'asc' }]
+        })
+      )?.date ?? new Date();
+
+    const currencyPairsToGather = this.exchangeRateDataService
+      .getCurrencyPairs()
+      .map(({ dataSource, symbol }) => {
+        return {
+          dataSource,
+          symbol,
+          date: startDate
+        };
+      });
+
+    const symbolProfilesToGather = (
+      await this.prismaService.symbolProfile.findMany({
+        orderBy: [{ symbol: 'asc' }],
+        select: {
+          dataSource: true,
+          Order: {
+            orderBy: [{ date: 'asc' }],
+            select: { date: true },
+            take: 1
+          },
+          scraperConfiguration: true,
+          symbol: true
+        }
+      })
+    ).map((symbolProfile) => {
+      return {
+        ...symbolProfile,
+        date: symbolProfile.Order?.[0]?.date ?? startDate
+      };
+    });
+
+    return [
+      ...this.getBenchmarksToGather(startDate),
+      ...currencyPairsToGather,
+      ...symbolProfilesToGather
+    ];
+  }
+
   public async reset() {
     Logger.log('Data gathering has been reset.');
 
     await this.prismaService.property.deleteMany({
       where: {
-        OR: [{ key: 'LAST_DATA_GATHERING' }, { key: 'LOCKED_DATA_GATHERING' }]
+        OR: [
+          { key: PROPERTY_LAST_DATA_GATHERING },
+          { key: PROPERTY_LOCKED_DATA_GATHERING }
+        ]
       }
     });
   }
 
   private getBenchmarksToGather(startDate: Date): IDataGatheringItem[] {
-    const benchmarksToGather = benchmarks.map(({ dataSource, symbol }) => {
-      return {
-        dataSource,
-        symbol,
-        date: startDate
-      };
-    });
+    const benchmarksToGather: IDataGatheringItem[] = [];
 
     if (this.configurationService.get('ENABLE_FEATURE_FEAR_AND_GREED_INDEX')) {
       benchmarksToGather.push({
@@ -356,52 +518,6 @@ export class DataGatheringService {
     ];
   }
 
-  private async getSymbolsMax(): Promise<IDataGatheringItem[]> {
-    const startDate =
-      (
-        await this.prismaService.order.findFirst({
-          orderBy: [{ date: 'asc' }]
-        })
-      )?.date ?? new Date();
-
-    const currencyPairsToGather = this.exchangeRateDataService
-      .getCurrencyPairs()
-      .map(({ dataSource, symbol }) => {
-        return {
-          dataSource,
-          symbol,
-          date: startDate
-        };
-      });
-
-    const symbolProfilesToGather = (
-      await this.prismaService.symbolProfile.findMany({
-        orderBy: [{ symbol: 'asc' }],
-        select: {
-          dataSource: true,
-          Order: {
-            orderBy: [{ date: 'asc' }],
-            select: { date: true },
-            take: 1
-          },
-          scraperConfiguration: true,
-          symbol: true
-        }
-      })
-    ).map((symbolProfile) => {
-      return {
-        ...symbolProfile,
-        date: symbolProfile.Order?.[0]?.date ?? startDate
-      };
-    });
-
-    return [
-      ...this.getBenchmarksToGather(startDate),
-      ...currencyPairsToGather,
-      ...symbolProfilesToGather
-    ];
-  }
-
   private async getSymbolsProfileData(): Promise<IDataGatheringItem[]> {
     const startDate = subDays(resetHours(new Date()), 7);
 
@@ -425,7 +541,7 @@ export class DataGatheringService {
     const lastDataGathering = await this.getLastDataGathering();
 
     const isDataGatheringLocked = await this.prismaService.property.findUnique({
-      where: { key: 'LOCKED_DATA_GATHERING' }
+      where: { key: PROPERTY_LOCKED_DATA_GATHERING }
     });
 
     const diffInHours = differenceInHours(new Date(), lastDataGathering);

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

@@ -11,7 +11,7 @@ import { DATE_FORMAT } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Inject, Injectable, Logger } from '@nestjs/common';
 import { DataSource, MarketData } from '@prisma/client';
-import { format } from 'date-fns';
+import { format, isValid } from 'date-fns';
 import { isEmpty } from 'lodash';
 
 @Injectable()
@@ -62,7 +62,7 @@ export class DataProviderService {
       [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
     } = {};
 
-    if (isEmpty(aItems)) {
+    if (isEmpty(aItems) || !isValid(from) || !isValid(to)) {
       return response;
     }
 
@@ -96,7 +96,7 @@ export class DataProviderService {
                         ORDER BY date;`;
 
       const marketDataByGranularity: MarketData[] =
-        await this.prismaService.$queryRaw(queryRaw);
+        await this.prismaService.$queryRawUnsafe(queryRaw);
 
       response = marketDataByGranularity.reduce((r, marketData) => {
         const { date, marketPrice, symbol } = marketData;

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

@@ -2,12 +2,7 @@ import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.in
 import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { ghostfolioFearAndGreedIndexSymbol } from '@ghostfolio/common/config';
-import {
-  DATE_FORMAT,
-  getToday,
-  getYesterday,
-  isRakutenRapidApiSymbol
-} from '@ghostfolio/common/helper';
+import { DATE_FORMAT, getToday, getYesterday } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
 import { DataSource } from '@prisma/client';
@@ -31,10 +26,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
   ) {}
 
   public canHandle(symbol: string) {
-    return (
-      isRakutenRapidApiSymbol(symbol) &&
-      !!this.configurationService.get('RAKUTEN_RAPID_API_KEY')
-    );
+    return !!this.configurationService.get('RAKUTEN_RAPID_API_KEY');
   }
 
   public async get(

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

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

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

@@ -1,6 +1,6 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { CryptocurrencyService } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.service';
-import { UNKNOWN_KEY } from '@ghostfolio/common/config';
+import { UNKNOWN_KEY, baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, isCurrency } from '@ghostfolio/common/helper';
 import { Granularity } from '@ghostfolio/common/types';
 import { Injectable, Logger } from '@nestjs/common';
@@ -8,7 +8,7 @@ import { AssetClass, AssetSubClass, DataSource } from '@prisma/client';
 import * as bent from 'bent';
 import Big from 'big.js';
 import { countries } from 'countries-list';
-import { format } from 'date-fns';
+import { addDays, format, isSameDay } from 'date-fns';
 import * as yahooFinance from 'yahoo-finance';
 
 import {
@@ -35,6 +35,44 @@ export class YahooFinanceService implements DataProviderInterface {
     return true;
   }
 
+  public convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
+    const symbol = aYahooFinanceSymbol.replace(
+      new RegExp(`-${baseCurrency}$`),
+      baseCurrency
+    );
+    return symbol.replace('=X', '');
+  }
+
+  /**
+   * Converts a symbol to a Yahoo Finance symbol
+   *
+   * Currency:        USDCHF  -> USDCHF=X
+   * Cryptocurrency:  BTCUSD  -> BTC-USD
+   *                  DOGEUSD -> DOGE-USD
+   */
+  public convertToYahooFinanceSymbol(aSymbol: string) {
+    if (aSymbol.includes(baseCurrency) && aSymbol.length >= 6) {
+      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
+        return `${aSymbol}=X`;
+      } else if (
+        this.cryptocurrencyService.isCryptocurrency(
+          aSymbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
+        )
+      ) {
+        // Add a dash before the last three characters
+        // BTCUSD  -> BTC-USD
+        // DOGEUSD -> DOGE-USD
+        // SOL1USD -> SOL1-USD
+        return aSymbol.replace(
+          new RegExp(`-?${baseCurrency}$`),
+          `-${baseCurrency}`
+        );
+      }
+    }
+
+    return aSymbol;
+  }
+
   public async get(
     aSymbols: string[]
   ): Promise<{ [symbol: string]: IDataProviderResponse }> {
@@ -69,7 +107,7 @@ export class YahooFinanceService implements DataProviderInterface {
           exchange: this.parseExchange(value.price?.exchangeName),
           marketState:
             value.price?.marketState === 'REGULAR' ||
-            this.cryptocurrencyService.isCrypto(symbol)
+            this.cryptocurrencyService.isCryptocurrency(symbol)
               ? MarketState.open
               : MarketState.closed,
           marketPrice: value.price?.regularMarketPrice || 0,
@@ -135,6 +173,10 @@ export class YahooFinanceService implements DataProviderInterface {
       return {};
     }
 
+    if (isSameDay(from, to)) {
+      to = addDays(to, 1);
+    }
+
     const yahooFinanceSymbols = aSymbols.map((symbol) => {
       return this.convertToYahooFinanceSymbol(symbol);
     });
@@ -197,17 +239,21 @@ export class YahooFinanceService implements DataProviderInterface {
           // filter out undefined symbols
           return quote.symbol;
         })
-        .filter(({ quoteType }) => {
+        .filter(({ quoteType, symbol }) => {
           return (
-            quoteType === 'CRYPTOCURRENCY' ||
+            (quoteType === 'CRYPTOCURRENCY' &&
+              this.cryptocurrencyService.isCryptocurrency(
+                symbol.replace(new RegExp(`-${baseCurrency}$`), baseCurrency)
+              )) ||
             quoteType === 'EQUITY' ||
             quoteType === 'ETF'
           );
         })
         .filter(({ quoteType, symbol }) => {
           if (quoteType === 'CRYPTOCURRENCY') {
-            // Only allow cryptocurrencies in USD
-            return symbol.includes('USD');
+            // Only allow cryptocurrencies in base currency to avoid having redundancy in the database.
+            // Transactions need to be converted manually to the base currency before
+            return symbol.includes(baseCurrency);
           }
 
           return true;
@@ -231,43 +277,6 @@ export class YahooFinanceService implements DataProviderInterface {
     return { items };
   }
 
-  private convertFromYahooFinanceSymbol(aYahooFinanceSymbol: string) {
-    const symbol = aYahooFinanceSymbol.replace('-', '');
-    return symbol.replace('=X', '');
-  }
-
-  /**
-   * Converts a symbol to a Yahoo Finance symbol
-   *
-   * Currency:        USDCHF  -> USDCHF=X
-   * Cryptocurrency:  BTCUSD  -> BTC-USD
-   *                  DOGEUSD -> DOGE-USD
-   *                  SOL1USD -> SOL1-USD
-   */
-  private convertToYahooFinanceSymbol(aSymbol: string) {
-    if (
-      (aSymbol.includes('CHF') ||
-        aSymbol.includes('EUR') ||
-        aSymbol.includes('USD')) &&
-      aSymbol.length >= 6
-    ) {
-      if (isCurrency(aSymbol.substring(0, aSymbol.length - 3))) {
-        return `${aSymbol}=X`;
-      } else if (
-        this.cryptocurrencyService.isCrypto(aSymbol) ||
-        this.cryptocurrencyService.isCrypto(aSymbol.replace('1', ''))
-      ) {
-        // Add a dash before the last three characters
-        // BTCUSD  -> BTC-USD
-        // DOGEUSD -> DOGE-USD
-        // SOL1USD -> SOL1-USD
-        return aSymbol.replace('USD', '-USD');
-      }
-    }
-
-    return aSymbol;
-  }
-
   private parseAssetClass(aPrice: IYahooFinancePrice): {
     assetClass: AssetClass;
     assetSubClass: AssetSubClass;

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

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

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

@@ -1,13 +1,13 @@
-import { baseCurrency } from '@ghostfolio/common/config';
+import { PROPERTY_CURRENCIES, baseCurrency } from '@ghostfolio/common/config';
 import { DATE_FORMAT, getYesterday } from '@ghostfolio/common/helper';
 import { Injectable, Logger } from '@nestjs/common';
-import { DataSource } from '@prisma/client';
 import { format } from 'date-fns';
 import { isEmpty, isNumber, uniq } from 'lodash';
 
 import { DataProviderService } from './data-provider/data-provider.service';
 import { IDataGatheringItem } from './interfaces/interfaces';
 import { PrismaService } from './prisma.service';
+import { PropertyService } from './property/property.service';
 
 @Injectable()
 export class ExchangeRateDataService {
@@ -17,7 +17,8 @@ export class ExchangeRateDataService {
 
   public constructor(
     private readonly dataProviderService: DataProviderService,
-    private readonly prismaService: PrismaService
+    private readonly prismaService: PrismaService,
+    private readonly propertyService: PropertyService
   ) {
     this.initialize();
   }
@@ -40,7 +41,10 @@ export class ExchangeRateDataService {
       currency2,
       dataSource
     } of this.prepareCurrencyPairs(this.currencies)) {
-      this.addCurrencyPairs({ currency1, currency2, dataSource });
+      this.currencyPairs.push({
+        dataSource,
+        symbol: `${currency1}${currency2}`
+      });
     }
 
     await this.loadCurrencies();
@@ -86,7 +90,7 @@ export class ExchangeRateDataService {
       };
     });
 
-    this.currencyPairs.forEach(({ symbol }) => {
+    Object.keys(resultExtended).forEach((symbol) => {
       const [currency1, currency2] = symbol.match(/.{1,3}/g);
       const date = format(getYesterday(), DATE_FORMAT);
 
@@ -146,27 +150,8 @@ export class ExchangeRateDataService {
     return aValue;
   }
 
-  private addCurrencyPairs({
-    currency1,
-    currency2,
-    dataSource
-  }: {
-    currency1: string;
-    currency2: string;
-    dataSource: DataSource;
-  }) {
-    this.currencyPairs.push({
-      dataSource,
-      symbol: `${currency1}${currency2}`
-    });
-    this.currencyPairs.push({
-      dataSource,
-      symbol: `${currency2}${currency1}`
-    });
-  }
-
   private async prepareCurrencies(): Promise<string[]> {
-    const currencies: string[] = [];
+    let currencies: string[] = [];
 
     (
       await this.prismaService.account.findMany({
@@ -198,6 +183,14 @@ export class ExchangeRateDataService {
       currencies.push(symbolProfile.currency);
     });
 
+    const customCurrencies = (await this.propertyService.getByKey(
+      PROPERTY_CURRENCIES
+    )) as string[];
+
+    if (customCurrencies?.length > 0) {
+      currencies = currencies.concat(customCurrencies);
+    }
+
     return uniq(currencies).sort();
   }
 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

apps/api/tsconfig.app.json

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

apps/api/tsconfig.spec.json

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

apps/client/jest.config.js

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -0,0 +1,70 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  Inject,
+  OnDestroy
+} from '@angular/core';
+import { MAT_DIALOG_DATA, MatDialogRef } from '@angular/material/dialog';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { Subject, takeUntil } from 'rxjs';
+
+import { MarketDataDetailDialogParams } from './interfaces/interfaces';
+
+@Component({
+  host: { class: 'h-100' },
+  selector: 'gf-market-data-detail-dialog',
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  styleUrls: ['./market-data-detail-dialog.scss'],
+  templateUrl: 'market-data-detail-dialog.html'
+})
+export class MarketDataDetailDialog implements OnDestroy {
+  private unsubscribeSubject = new Subject<void>();
+
+  public constructor(
+    private adminService: AdminService,
+    private changeDetectorRef: ChangeDetectorRef,
+    public dialogRef: MatDialogRef<MarketDataDetailDialog>,
+    @Inject(MAT_DIALOG_DATA) public data: MarketDataDetailDialogParams
+  ) {}
+
+  public ngOnInit() {}
+
+  public onCancel(): void {
+    this.dialogRef.close({ withRefresh: false });
+  }
+
+  public onFetchSymbolForDate() {
+    this.adminService
+      .fetchSymbolForDate({
+        dataSource: this.data.dataSource,
+        date: this.data.date,
+        symbol: this.data.symbol
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ marketPrice }) => {
+        this.data.marketPrice = marketPrice;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  public onUpdate() {
+    this.adminService
+      .putMarketData({
+        dataSource: this.data.dataSource,
+        date: this.data.date,
+        marketData: { marketPrice: this.data.marketPrice },
+        symbol: this.data.symbol
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        this.dialogRef.close({ withRefresh: true });
+      });
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,50 @@
+<form class="d-flex flex-column h-100">
+  <h1 mat-dialog-title i18n>Details for {{ data.symbol }}</h1>
+  <div class="flex-grow-1" mat-dialog-content>
+    <div class="mb-3">
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Date</mat-label>
+        <input
+          disabled
+          matInput
+          name="date"
+          [matDatepicker]="date"
+          [(ngModel)]="data.date"
+        />
+        <mat-datepicker-toggle matSuffix [for]="date">
+          <ion-icon
+            class="text-muted"
+            matDatepickerToggleIcon
+            name="calendar-clear-outline"
+          ></ion-icon>
+        </mat-datepicker-toggle>
+        <mat-datepicker #date disabled="true"></mat-datepicker>
+      </mat-form-field>
+    </div>
+    <div>
+      <mat-form-field appearance="outline" class="w-100">
+        <mat-label i18n>Market Price</mat-label>
+        <input
+          matInput
+          name="marketPrice"
+          type="number"
+          [(ngModel)]="data.marketPrice"
+        />
+        <button
+          mat-icon-button
+          matSuffix
+          title="Fetch market price"
+          (click)="onFetchSymbolForDate()"
+        >
+          <ion-icon class="text-muted" name="refresh-outline"></ion-icon>
+        </button>
+      </mat-form-field>
+    </div>
+  </div>
+  <div class="justify-content-end" mat-dialog-actions>
+    <button i18n mat-button (click)="onCancel()">Cancel</button>
+    <button color="primary" i18n mat-flat-button (click)="onUpdate()">
+      Save
+    </button>
+  </div>
+</form>

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

@@ -0,0 +1,28 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { FormsModule, ReactiveFormsModule } from '@angular/forms';
+import { MatButtonModule } from '@angular/material/button';
+import { MatDatepickerModule } from '@angular/material/datepicker';
+import { MatDialogModule } from '@angular/material/dialog';
+import { MatFormFieldModule } from '@angular/material/form-field';
+import { MatInputModule } from '@angular/material/input';
+
+import { MarketDataDetailDialog } from './market-data-detail-dialog.component';
+
+@NgModule({
+  declarations: [MarketDataDetailDialog],
+  exports: [],
+  imports: [
+    CommonModule,
+    FormsModule,
+    MatButtonModule,
+    MatDatepickerModule,
+    MatDialogModule,
+    MatFormFieldModule,
+    MatInputModule,
+    ReactiveFormsModule
+  ],
+  providers: [],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfMarketDataDetailDialogModule {}

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

@@ -0,0 +1,23 @@
+:host {
+  display: block;
+
+  .mat-dialog-content {
+    max-height: unset;
+
+    .mat-form-field-appearance-outline {
+      ::ng-deep {
+        .mat-form-field-suffix {
+          top: -0.3rem;
+        }
+
+        .mat-form-field-wrapper {
+          padding-bottom: 0;
+        }
+      }
+
+      ion-icon {
+        font-size: 130%;
+      }
+    }
+  }
+}

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

@@ -0,0 +1,104 @@
+import {
+  ChangeDetectionStrategy,
+  ChangeDetectorRef,
+  Component,
+  OnDestroy,
+  OnInit
+} from '@angular/core';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { DEFAULT_DATE_FORMAT } from '@ghostfolio/common/config';
+import { AdminMarketDataItem } from '@ghostfolio/common/interfaces/admin-market-data.interface';
+import { DataSource, MarketData } from '@prisma/client';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  changeDetection: ChangeDetectionStrategy.OnPush,
+  selector: 'gf-admin-market-data',
+  styleUrls: ['./admin-market-data.scss'],
+  templateUrl: './admin-market-data.html'
+})
+export class AdminMarketDataComponent implements OnDestroy, OnInit {
+  public currentSymbol: string;
+  public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public marketData: AdminMarketDataItem[] = [];
+  public marketDataDetails: MarketData[] = [];
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private adminService: AdminService,
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService
+  ) {}
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.fetchAdminMarketData();
+  }
+
+  public onGatherSymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    this.adminService
+      .gatherSymbol({ dataSource, symbol })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
+  public setCurrentSymbol(aSymbol: string) {
+    this.marketDataDetails = [];
+
+    if (this.currentSymbol === aSymbol) {
+      this.currentSymbol = '';
+    } else {
+      this.currentSymbol = aSymbol;
+
+      this.fetchAdminMarketDataBySymbol(this.currentSymbol);
+    }
+  }
+
+  public onMarketDataChanged(withRefresh: boolean = false) {
+    if (withRefresh) {
+      this.fetchAdminMarketData();
+      this.fetchAdminMarketDataBySymbol(this.currentSymbol);
+    }
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchAdminMarketData() {
+    this.dataService
+      .fetchAdminMarketData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ marketData }) => {
+        this.marketData = marketData;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+
+  private fetchAdminMarketDataBySymbol(aSymbol: string) {
+    this.dataService
+      .fetchAdminMarketDataBySymbol(aSymbol)
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ marketData }) => {
+        this.marketDataDetails = marketData;
+
+        this.changeDetectorRef.markForCheck();
+      });
+  }
+}

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

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

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

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

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

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

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

@@ -0,0 +1,302 @@
+import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { MatSlideToggleChange } from '@angular/material/slide-toggle';
+import { AdminService } from '@ghostfolio/client/services/admin.service';
+import { CacheService } from '@ghostfolio/client/services/cache.service';
+import { DataService } from '@ghostfolio/client/services/data.service';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import {
+  DEFAULT_DATE_FORMAT,
+  PROPERTY_COUPONS,
+  PROPERTY_CURRENCIES,
+  PROPERTY_IS_READ_ONLY_MODE,
+  PROPERTY_SYSTEM_MESSAGE
+} from '@ghostfolio/common/config';
+import { Coupon, InfoItem, User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
+import {
+  differenceInSeconds,
+  formatDistanceToNowStrict,
+  isValid,
+  parseISO
+} from 'date-fns';
+import { uniq } from 'lodash';
+import { Subject } from 'rxjs';
+import { takeUntil } from 'rxjs/operators';
+
+@Component({
+  selector: 'gf-admin-overview',
+  styleUrls: ['./admin-overview.scss'],
+  templateUrl: './admin-overview.html'
+})
+export class AdminOverviewComponent implements OnDestroy, OnInit {
+  public coupons: Coupon[];
+  public customCurrencies: string[];
+  public dataGatheringInProgress: boolean;
+  public dataGatheringProgress: number;
+  public defaultDateFormat = DEFAULT_DATE_FORMAT;
+  public exchangeRates: { label1: string; label2: string; value: number }[];
+  public hasPermissionForSubscription: boolean;
+  public hasPermissionForSystemMessage: boolean;
+  public hasPermissionToToggleReadOnlyMode: boolean;
+  public info: InfoItem;
+  public lastDataGathering: string;
+  public transactionCount: number;
+  public userCount: number;
+  public user: User;
+
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor(
+    private adminService: AdminService,
+    private cacheService: CacheService,
+    private changeDetectorRef: ChangeDetectorRef,
+    private dataService: DataService,
+    private userService: UserService
+  ) {
+    this.info = this.dataService.fetchInfo();
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.hasPermissionForSubscription = hasPermission(
+            this.info.globalPermissions,
+            permissions.enableSubscription
+          );
+
+          this.hasPermissionForSystemMessage = hasPermission(
+            this.info.globalPermissions,
+            permissions.enableSystemMessage
+          );
+
+          this.hasPermissionToToggleReadOnlyMode = hasPermission(
+            this.user.permissions,
+            permissions.toggleReadOnlyMode
+          );
+        }
+      });
+  }
+
+  /**
+   * Initializes the controller
+   */
+  public ngOnInit() {
+    this.fetchAdminData();
+  }
+
+  public formatDistanceToNow(aDateString: string) {
+    if (aDateString) {
+      const distanceString = formatDistanceToNowStrict(parseISO(aDateString), {
+        addSuffix: true
+      });
+
+      return Math.abs(differenceInSeconds(parseISO(aDateString), new Date())) <
+        60
+        ? 'just now'
+        : distanceString;
+    }
+
+    return '';
+  }
+
+  public onAddCoupon() {
+    const coupons = [...this.coupons, { code: this.generateCouponCode(16) }];
+    this.putCoupons(coupons);
+  }
+
+  public onAddCurrency() {
+    const currency = prompt('Please add a currency:');
+
+    if (currency) {
+      const currencies = uniq([...this.customCurrencies, currency]);
+      this.putCurrencies(currencies);
+    }
+  }
+
+  public onDeleteCoupon(aCouponCode: string) {
+    const confirmation = confirm('Do you really want to delete this coupon?');
+
+    if (confirmation) {
+      const coupons = this.coupons.filter((coupon) => {
+        return coupon.code !== aCouponCode;
+      });
+      this.putCoupons(coupons);
+    }
+  }
+
+  public onDeleteCurrency(aCurrency: string) {
+    const confirmation = confirm('Do you really want to delete this currency?');
+
+    if (confirmation) {
+      const currencies = this.customCurrencies.filter((currency) => {
+        return currency !== aCurrency;
+      });
+      this.putCurrencies(currencies);
+    }
+  }
+
+  public onDeleteSystemMessage() {
+    this.putSystemMessage('');
+  }
+
+  public onFlushCache() {
+    this.cacheService
+      .flush()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  public onGatherMax() {
+    const confirmation = confirm(
+      'This action may take some time. Do you want to proceed?'
+    );
+
+    if (confirmation === true) {
+      this.adminService
+        .gatherMax()
+        .pipe(takeUntil(this.unsubscribeSubject))
+        .subscribe(() => {
+          setTimeout(() => {
+            window.location.reload();
+          }, 300);
+        });
+    }
+  }
+
+  public onGatherProfileData() {
+    this.adminService
+      .gatherProfileData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
+  public onReadOnlyModeChange(aEvent: MatSlideToggleChange) {
+    this.setReadOnlyMode(aEvent.checked);
+  }
+
+  public onSetSystemMessage() {
+    const systemMessage = prompt('Please set your system message:');
+
+    if (systemMessage) {
+      this.putSystemMessage(systemMessage);
+    }
+  }
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+
+  private fetchAdminData() {
+    this.dataService
+      .fetchAdminData()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(
+        ({
+          dataGatheringProgress,
+          exchangeRates,
+          lastDataGathering,
+          settings,
+          transactionCount,
+          userCount
+        }) => {
+          this.coupons = (settings[PROPERTY_COUPONS] as Coupon[]) ?? [];
+          this.customCurrencies = settings[PROPERTY_CURRENCIES] as string[];
+          this.dataGatheringProgress = dataGatheringProgress;
+          this.exchangeRates = exchangeRates;
+
+          if (isValid(parseISO(lastDataGathering?.toString()))) {
+            this.lastDataGathering = formatDistanceToNowStrict(
+              new Date(lastDataGathering),
+              {
+                addSuffix: true
+              }
+            );
+          } else if (lastDataGathering === 'IN_PROGRESS') {
+            this.dataGatheringInProgress = true;
+          } else {
+            this.lastDataGathering = 'Starting soon...';
+          }
+
+          this.transactionCount = transactionCount;
+          this.userCount = userCount;
+
+          this.changeDetectorRef.markForCheck();
+        }
+      );
+  }
+
+  private generateCouponCode(aLength: number) {
+    const characters = 'ABCDEFGHJKLMNPQRSTUVWXYZ123456789';
+    let couponCode = '';
+
+    for (let i = 0; i < aLength; i++) {
+      couponCode += characters.charAt(
+        Math.floor(Math.random() * characters.length)
+      );
+    }
+
+    return couponCode;
+  }
+
+  private putCoupons(aCoupons: Coupon[]) {
+    this.dataService
+      .putAdminSetting(PROPERTY_COUPONS, {
+        value: JSON.stringify(aCoupons)
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  private putCurrencies(aCurrencies: string[]) {
+    this.dataService
+      .putAdminSetting(PROPERTY_CURRENCIES, {
+        value: JSON.stringify(aCurrencies)
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  private putSystemMessage(aSystemMessage: string) {
+    this.dataService
+      .putAdminSetting(PROPERTY_SYSTEM_MESSAGE, {
+        value: aSystemMessage
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+
+  private setReadOnlyMode(aValue: boolean) {
+    this.dataService
+      .putAdminSetting(PROPERTY_IS_READ_ONLY_MODE, {
+        value: aValue ? 'true' : ''
+      })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {
+        setTimeout(() => {
+          window.location.reload();
+        }, 300);
+      });
+  }
+}

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

@@ -0,0 +1,184 @@
+<div class="container">
+  <div class="mb-5 row">
+    <div class="col">
+      <mat-card class="mb-3">
+        <mat-card-content>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>User Count</div>
+            <div class="w-50">{{ userCount }}</div>
+          </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Transaction Count</div>
+            <div class="w-50">
+              <ng-container *ngIf="transactionCount">
+                {{ transactionCount }} ({{ transactionCount / userCount | number
+                : '1.2-2' }} <span i18n>per User</span>)
+              </ng-container>
+            </div>
+          </div>
+          <div class="d-flex my-3">
+            <div class="w-50" i18n>Data Gathering</div>
+            <div class="w-50">
+              <div>
+                <ng-container *ngIf="lastDataGathering"
+                  >{{ lastDataGathering }}</ng-container
+                >
+                <ng-container *ngIf="dataGatheringInProgress" i18n
+                  >In Progress ({{ dataGatheringProgress | percent : '1.2-2'
+                  }})</ng-container
+                >
+              </div>
+              <div class="mt-2 overflow-hidden">
+                <div class="mb-2">
+                  <button
+                    color="accent"
+                    mat-flat-button
+                    (click)="onFlushCache()"
+                  >
+                    <ion-icon
+                      class="mr-1"
+                      name="close-circle-outline"
+                    ></ion-icon>
+                    <span i18n>Reset Data Gathering</span>
+                  </button>
+                </div>
+                <div class="mb-2">
+                  <button
+                    color="warn"
+                    mat-flat-button
+                    [disabled]="dataGatheringInProgress"
+                    (click)="onGatherMax()"
+                  >
+                    <ion-icon class="mr-1" name="warning-outline"></ion-icon>
+                    <span i18n>Gather All Data</span>
+                  </button>
+                </div>
+                <div>
+                  <button
+                    class="mb-2 mr-2"
+                    color="accent"
+                    mat-flat-button
+                    [disabled]="dataGatheringInProgress"
+                    (click)="onGatherProfileData()"
+                  >
+                    <ion-icon
+                      class="mr-1"
+                      name="cloud-download-outline"
+                    ></ion-icon>
+                    <span i18n>Gather Profile Data</span>
+                  </button>
+                </div>
+              </div>
+            </div>
+          </div>
+          <div class="align-items-start d-flex my-3">
+            <div class="w-50" i18n>Exchange Rates</div>
+            <div class="w-50">
+              <table>
+                <tr *ngFor="let exchangeRate of exchangeRates">
+                  <td class="d-flex">
+                    <gf-value
+                      [locale]="user?.settings?.locale"
+                      [value]="1"
+                    ></gf-value>
+                  </td>
+                  <td class="pl-1">{{ exchangeRate.label1 }}</td>
+                  <td class="px-1">=</td>
+                  <td class="d-flex justify-content-end">
+                    <gf-value
+                      [locale]="user?.settings?.locale"
+                      [precision]="4"
+                      [value]="exchangeRate.value"
+                    ></gf-value>
+                  </td>
+                  <td class="pl-1">{{ exchangeRate.label2 }}</td>
+                  <td>
+                    <button
+                      *ngIf="customCurrencies.includes(exchangeRate.label2)"
+                      class="mini-icon mx-1 no-min-width px-2"
+                      mat-button
+                      [disabled]="dataGatheringInProgress"
+                      (click)="onDeleteCurrency(exchangeRate.label2)"
+                    >
+                      <ion-icon name="trash-outline"></ion-icon>
+                    </button>
+                  </td>
+                </tr>
+              </table>
+              <div class="mt-2">
+                <button
+                  color="primary"
+                  mat-flat-button
+                  [disabled]="dataGatheringInProgress"
+                  (click)="onAddCurrency()"
+                >
+                  <ion-icon class="mr-1" name="add-outline"></ion-icon>
+                  <span i18n>Add Currency</span>
+                </button>
+              </div>
+            </div>
+          </div>
+          <div *ngIf="hasPermissionForSystemMessage" class="d-flex my-3">
+            <div class="w-50" i18n>System Message</div>
+            <div class="w-50">
+              <div *ngIf="info.systemMessage">
+                <span>{{ info.systemMessage }}</span>
+                <button
+                  class="mini-icon mx-1 no-min-width px-2"
+                  mat-button
+                  [disabled]="dataGatheringInProgress"
+                  (click)="onDeleteSystemMessage()"
+                >
+                  <ion-icon name="trash-outline"></ion-icon>
+                </button>
+              </div>
+              <button
+                *ngIf="!info.systemMessage"
+                color="accent"
+                mat-flat-button
+                (click)="onSetSystemMessage()"
+              >
+                <ion-icon
+                  class="mr-1"
+                  name="information-circle-outline"
+                ></ion-icon>
+                <span i18n>Set Message</span>
+              </button>
+            </div>
+          </div>
+          <div *ngIf="hasPermissionToToggleReadOnlyMode" class="d-flex my-3">
+            <div class="w-50" i18n>Read-only Mode</div>
+            <div class="w-50">
+              <mat-slide-toggle
+                color="primary"
+                [checked]="info?.isReadOnlyMode"
+                (change)="onReadOnlyModeChange($event)"
+              ></mat-slide-toggle>
+            </div>
+          </div>
+          <div *ngIf="hasPermissionForSubscription" class="d-flex my-3">
+            <div class="w-50" i18n>Coupons</div>
+            <div class="w-50">
+              <div *ngFor="let coupon of coupons">
+                <span>{{ coupon.code }}</span>
+                <button
+                  class="mini-icon mx-1 no-min-width px-2"
+                  mat-button
+                  (click)="onDeleteCoupon(coupon.code)"
+                >
+                  <ion-icon name="trash-outline"></ion-icon>
+                </button>
+              </div>
+              <div class="mt-2">
+                <button color="primary" mat-flat-button (click)="onAddCoupon()">
+                  <ion-icon class="mr-1" name="add-outline"></ion-icon>
+                  <span i18n>Add Coupon</span>
+                </button>
+              </div>
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+</div>

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

@@ -0,0 +1,24 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatButtonModule } from '@angular/material/button';
+import { MatCardModule } from '@angular/material/card';
+import { MatSlideToggleModule } from '@angular/material/slide-toggle';
+import { CacheService } from '@ghostfolio/client/services/cache.service';
+import { GfValueModule } from '@ghostfolio/ui/value';
+
+import { AdminOverviewComponent } from './admin-overview.component';
+
+@NgModule({
+  declarations: [AdminOverviewComponent],
+  exports: [],
+  imports: [
+    CommonModule,
+    GfValueModule,
+    MatButtonModule,
+    MatCardModule,
+    MatSlideToggleModule
+  ],
+  providers: [CacheService],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class GfAdminOverviewModule {}

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

@@ -0,0 +1,23 @@
+@import '~apps/client/src/styles/ghostfolio-style';
+
+:host {
+  display: block;
+
+  .mat-button {
+    &.mini-icon {
+      line-height: 1.5;
+    }
+  }
+
+  .mat-flat-button {
+    ::ng-deep {
+      .mat-button-wrapper {
+        display: block;
+        overflow: hidden;
+        text-overflow: ellipsis;
+        white-space: nowrap;
+        width: 100%;
+      }
+    }
+  }
+}

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

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

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

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

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

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

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

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

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

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