Release 1.101.0 (#621)

* Add google sheets as data source

* Update changelog

CHANGELOG.md

@@ -5,6 +5,56 @@ 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).
 
+## 1.101.0 - 08.01.2022
+
+### Added
+
+- Added `GOOGLE_SHEETS` as a new data source type
+
+### Changed
+
+- Excluded the url pattern of shared portfolios in the `robots.txt` file
+
+### Todo
+
+- Apply data migration (`yarn database:migrate`)
+
+## 1.100.0 - 05.01.2022
+
+### Added
+
+- Added the _Top 3_ and _Bottom 3_ performers to the analysis page
+- Added a blog post
+
+### Fixed
+
+- Fixed the routing of the create activity dialog
+- Fixed the link color in the blog posts
+
+## 1.99.0 - 01.01.2022
+
+### Added
+
+- Exposed the profile data gathering by symbol as an endpoint
+
+### Changed
+
+- Improved the portfolio analysis page: show the y-axis and extend the chart in relation to the days in market
+- Restructured the about page
+- Start refactoring _transactions_ to _activities_
+- Refactored the demo user id
+- Upgraded `angular` from version `13.0.2` to `13.1.1`
+- Upgraded `chart.js` from version `3.5.0` to `3.7.0`
+- Upgraded `Nx` from version `13.3.0` to `13.4.1`
+
+### Fixed
+
+- Hid the data provider warning while loading
+- Fixed an exception with the market state caused by a failed data provider request
+- Fixed an exception in the portfolio position endpoint
+- Fixed the reload of the position detail dialog (with query parameters)
+- Fixed the missing mapping for Russia in the data enhancer for symbol profile data via _Trackinsight_
+
 ## 1.98.0 - 29.12.2021
 
 ### Added

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

@@ -96,6 +96,29 @@ export class AdminController {
     return;
   }
 
+  @Post('gather/profile-data/:dataSource/:symbol')
+  @UseGuards(AuthGuard('jwt'))
+  public async gatherProfileDataForSymbol(
+    @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.gatherProfileData([{ dataSource, symbol }]);
+
+    return;
+  }
+
   @Post('gather/:dataSource/:symbol')
   @UseGuards(AuthGuard('jwt'))
   public async gatherSymbol(

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

@@ -6,6 +6,7 @@ import { ExchangeRateDataService } from '@ghostfolio/api/services/exchange-rate-
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { PropertyService } from '@ghostfolio/api/services/property/property.service';
 import {
+  DEMO_USER_ID,
   PROPERTY_IS_READ_ONLY_MODE,
   PROPERTY_SLACK_COMMUNITY_USERS,
   PROPERTY_STRIPE_CONFIG,
@@ -23,7 +24,6 @@ import { subDays } from 'date-fns';
 @Injectable()
 export class InfoService {
   private static CACHE_KEY_STATISTICS = 'STATISTICS';
-  private static DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
 
   public constructor(
     private readonly configurationService: ConfigurationService,
@@ -196,7 +196,7 @@ export class InfoService {
 
   private getDemoAuthToken() {
     return this.jwtService.sign({
-      id: InfoService.DEMO_USER_ID
+      id: DEMO_USER_ID
     });
   }
 

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

@@ -1,10 +1,11 @@
-import { parseDate, resetHours } from '@ghostfolio/common/helper';
+import { DATE_FORMAT, parseDate, resetHours } from '@ghostfolio/common/helper';
 import { DataSource } from '@prisma/client';
 import Big from 'big.js';
 import {
   addDays,
   differenceInCalendarDays,
   endOfDay,
+  format,
   isBefore,
   isSameDay
 } from 'date-fns';
@@ -67,15 +68,202 @@ function mockGetValue(symbol: string, date: Date) {
 
       return { marketPrice: 0 };
     case 'VTI':
-      return {
-        marketPrice: new Big('144.38')
-          .plus(
-            new Big('0.08').mul(
-              differenceInCalendarDays(date, parseDate('2019-02-01'))
-            )
-          )
-          .toNumber()
-      };
+      switch (format(date, DATE_FORMAT)) {
+        case '2019-01-01':
+          return { marketPrice: 144.38 };
+        case '2019-02-01':
+          return { marketPrice: 144.38 };
+        case '2019-03-01':
+          return { marketPrice: 146.62 };
+        case '2019-04-01':
+          return { marketPrice: 149.1 };
+        case '2019-05-01':
+          return { marketPrice: 151.5 };
+        case '2019-06-01':
+          return { marketPrice: 153.98 };
+        case '2019-07-01':
+          return { marketPrice: 156.38 };
+        case '2019-08-01':
+          return { marketPrice: 158.86 };
+        case '2019-08-03':
+          return { marketPrice: 159.02 };
+        case '2019-09-01':
+          return { marketPrice: 161.34 };
+        case '2019-10-01':
+          return { marketPrice: 163.74 };
+        case '2019-11-01':
+          return { marketPrice: 166.22 };
+        case '2019-12-01':
+          return { marketPrice: 168.62 };
+        case '2020-01-01':
+          return { marketPrice: 171.1 };
+        case '2020-02-01':
+          return { marketPrice: 173.58 };
+        case '2020-02-02':
+          return { marketPrice: 173.66 };
+        case '2020-03-01':
+          return { marketPrice: 175.9 };
+        case '2020-04-01':
+          return { marketPrice: 178.38 };
+        case '2020-05-01':
+          return { marketPrice: 180.78 };
+        case '2020-06-01':
+          return { marketPrice: 183.26 };
+        case '2020-07-01':
+          return { marketPrice: 185.66 };
+        case '2020-08-01':
+          return { marketPrice: 188.14 };
+        case '2020-08-02':
+          return { marketPrice: 188.22 };
+        case '2020-08-03':
+          return { marketPrice: 188.3 };
+        case '2020-09-01':
+          return { marketPrice: 190.62 };
+        case '2020-10-01':
+          return { marketPrice: 193.02 };
+        case '2020-11-01':
+          return { marketPrice: 195.5 };
+        case '2020-12-01':
+          return { marketPrice: 197.9 };
+        case '2021-01-01':
+          return { marketPrice: 200.38 };
+        case '2021-02-01':
+          return { marketPrice: 202.86 };
+        case '2021-03-01':
+          return { marketPrice: 205.1 };
+        case '2021-04-01':
+          return { marketPrice: 207.58 };
+        case '2021-05-01':
+          return { marketPrice: 209.98 };
+        case '2021-06-01':
+          return { marketPrice: 212.46 };
+        case '2021-06-02':
+          return { marketPrice: 212.54 };
+        case '2021-06-03':
+          return { marketPrice: 212.62 };
+        case '2021-06-04':
+          return { marketPrice: 212.7 };
+        case '2021-06-05':
+          return { marketPrice: 212.78 };
+        case '2021-06-06':
+          return { marketPrice: 212.86 };
+        case '2021-06-07':
+          return { marketPrice: 212.94 };
+        case '2021-06-08':
+          return { marketPrice: 213.02 };
+        case '2021-06-09':
+          return { marketPrice: 213.1 };
+        case '2021-06-10':
+          return { marketPrice: 213.18 };
+        case '2021-06-11':
+          return { marketPrice: 213.26 };
+        case '2021-06-12':
+          return { marketPrice: 213.34 };
+        case '2021-06-13':
+          return { marketPrice: 213.42 };
+        case '2021-06-14':
+          return { marketPrice: 213.5 };
+        case '2021-06-15':
+          return { marketPrice: 213.58 };
+        case '2021-06-16':
+          return { marketPrice: 213.66 };
+        case '2021-06-17':
+          return { marketPrice: 213.74 };
+        case '2021-06-18':
+          return { marketPrice: 213.82 };
+        case '2021-06-19':
+          return { marketPrice: 213.9 };
+        case '2021-06-20':
+          return { marketPrice: 213.98 };
+        case '2021-06-21':
+          return { marketPrice: 214.06 };
+        case '2021-06-22':
+          return { marketPrice: 214.14 };
+        case '2021-06-23':
+          return { marketPrice: 214.22 };
+        case '2021-06-24':
+          return { marketPrice: 214.3 };
+        case '2021-06-25':
+          return { marketPrice: 214.38 };
+        case '2021-06-26':
+          return { marketPrice: 214.46 };
+        case '2021-06-27':
+          return { marketPrice: 214.54 };
+        case '2021-06-28':
+          return { marketPrice: 214.62 };
+        case '2021-06-29':
+          return { marketPrice: 214.7 };
+        case '2021-06-30':
+          return { marketPrice: 214.78 };
+        case '2021-07-01':
+          return { marketPrice: 214.86 };
+        case '2021-07-02':
+          return { marketPrice: 214.94 };
+        case '2021-07-03':
+          return { marketPrice: 215.02 };
+        case '2021-07-04':
+          return { marketPrice: 215.1 };
+        case '2021-07-05':
+          return { marketPrice: 215.18 };
+        case '2021-07-06':
+          return { marketPrice: 215.26 };
+        case '2021-07-07':
+          return { marketPrice: 215.34 };
+        case '2021-07-08':
+          return { marketPrice: 215.42 };
+        case '2021-07-09':
+          return { marketPrice: 215.5 };
+        case '2021-07-10':
+          return { marketPrice: 215.58 };
+        case '2021-07-11':
+          return { marketPrice: 215.66 };
+        case '2021-07-12':
+          return { marketPrice: 215.74 };
+        case '2021-07-13':
+          return { marketPrice: 215.82 };
+        case '2021-07-14':
+          return { marketPrice: 215.9 };
+        case '2021-07-15':
+          return { marketPrice: 215.98 };
+        case '2021-07-16':
+          return { marketPrice: 216.06 };
+        case '2021-07-17':
+          return { marketPrice: 216.14 };
+        case '2021-07-18':
+          return { marketPrice: 216.22 };
+        case '2021-07-19':
+          return { marketPrice: 216.3 };
+        case '2021-07-20':
+          return { marketPrice: 216.38 };
+        case '2021-07-21':
+          return { marketPrice: 216.46 };
+        case '2021-07-22':
+          return { marketPrice: 216.54 };
+        case '2021-07-23':
+          return { marketPrice: 216.62 };
+        case '2021-07-24':
+          return { marketPrice: 216.7 };
+        case '2021-07-25':
+          return { marketPrice: 216.78 };
+        case '2021-07-26':
+          return { marketPrice: 216.86 };
+        case '2021-07-27':
+          return { marketPrice: 216.94 };
+        case '2021-07-28':
+          return { marketPrice: 217.02 };
+        case '2021-07-29':
+          return { marketPrice: 217.1 };
+        case '2021-07-30':
+          return { marketPrice: 217.18 };
+        case '2021-07-31':
+          return { marketPrice: 217.26 };
+        case '2021-08-01':
+          return { marketPrice: 217.34 };
+        case '2020-10-24':
+          return { marketPrice: 194.86 };
+        default:
+          return { marketPrice: 0 };
+      }
 
     default:
       return { marketPrice: 0 };
@@ -1645,14 +1833,14 @@ describe('PortfolioCalculator', () => {
           grossPerformance: new Big('498.3'),
           netPerformance: new Big('498.3'),
           investment: new Big('2923.7'),
-          value: new Big('3422') // 20 * (144.38 + days=335 * 0.08)
+          value: new Big('3422') // 20 * 171.1
         },
         {
           date: '2021-01-01',
           grossPerformance: new Big('349.35'),
           netPerformance: new Big('349.35'),
           investment: new Big('652.55'),
-          value: new Big('1001.9') // 5 * (144.38 + days=700 * 0.08)
+          value: new Big('1001.9') // 5 * 200.38
         }
       ]);
     });
@@ -1765,14 +1953,14 @@ describe('PortfolioCalculator', () => {
           grossPerformance: new Big('498.3'),
           netPerformance: new Big('398.3'), // 100 fees
           investment: new Big('2923.7'),
-          value: new Big('3422') // 20 * (144.38 + days=335 * 0.08)
+          value: new Big('3422') // 20 * 171.1
         },
         {
           date: '2021-01-01',
           grossPerformance: new Big('349.35'),
           netPerformance: new Big('199.35'), // 150 fees
           investment: new Big('652.55'),
-          value: new Big('1001.9') // 5 * (144.38 + days=700 * 0.08)
+          value: new Big('1001.9') // 5 * 200.38
         }
       ]);
     });
@@ -1808,203 +1996,203 @@ describe('PortfolioCalculator', () => {
           grossPerformance: new Big('0'),
           netPerformance: new Big('0'),
           investment: new Big('1443.8'),
-          value: new Big('1443.8') // 10 * (144.38 + days=0 * 0.08)
+          value: new Big('1443.8') // 10 * 144.38
         },
         {
           date: '2019-03-01',
           grossPerformance: new Big('22.4'),
           netPerformance: new Big('22.4'),
           investment: new Big('1443.8'),
-          value: new Big('1466.2') // 10 * (144.38 + days=28 * 0.08)
+          value: new Big('1466.2') // 10 * 146.62
         },
         {
           date: '2019-04-01',
           grossPerformance: new Big('47.2'),
           netPerformance: new Big('47.2'),
           investment: new Big('1443.8'),
-          value: new Big('1491') // 10 * (144.38 + days=59 * 0.08)
+          value: new Big('1491') // 10 * 149.1
         },
         {
           date: '2019-05-01',
           grossPerformance: new Big('71.2'),
           netPerformance: new Big('71.2'),
           investment: new Big('1443.8'),
-          value: new Big('1515') // 10 * (144.38 + days=89 * 0.08)
+          value: new Big('1515') // 10 * 151.5
         },
         {
           date: '2019-06-01',
           grossPerformance: new Big('96'),
           netPerformance: new Big('96'),
           investment: new Big('1443.8'),
-          value: new Big('1539.8') // 10 * (144.38 + days=120 * 0.08)
+          value: new Big('1539.8') // 10 * 153.98
         },
         {
           date: '2019-07-01',
           grossPerformance: new Big('120'),
           netPerformance: new Big('120'),
           investment: new Big('1443.8'),
-          value: new Big('1563.8') // 10 * (144.38 + days=150 * 0.08)
+          value: new Big('1563.8') // 10 * 156.38
         },
         {
           date: '2019-08-01',
           grossPerformance: new Big('144.8'),
           netPerformance: new Big('144.8'),
           investment: new Big('1443.8'),
-          value: new Big('1588.6') // 10 * (144.38 + days=181 * 0.08)
+          value: new Big('1588.6') // 10 * 158.86
         },
         {
           date: '2019-09-01',
           grossPerformance: new Big('303.1'),
           netPerformance: new Big('303.1'),
           investment: new Big('2923.7'),
-          value: new Big('3226.8') // 20 * (144.38 + days=212 * 0.08)
+          value: new Big('3226.8') // 20 * 161.34
         },
         {
           date: '2019-10-01',
           grossPerformance: new Big('351.1'),
           netPerformance: new Big('351.1'),
           investment: new Big('2923.7'),
-          value: new Big('3274.8') // 20 * (144.38 + days=242 * 0.08)
+          value: new Big('3274.8') // 20 * 163.74
         },
         {
           date: '2019-11-01',
           grossPerformance: new Big('400.7'),
           netPerformance: new Big('400.7'),
           investment: new Big('2923.7'),
-          value: new Big('3324.4') // 20 * (144.38 + days=273 * 0.08)
+          value: new Big('3324.4') // 20 * 166.22
         },
         {
           date: '2019-12-01',
           grossPerformance: new Big('448.7'),
           netPerformance: new Big('448.7'),
           investment: new Big('2923.7'),
-          value: new Big('3372.4') // 20 * (144.38 + days=303 * 0.08)
+          value: new Big('3372.4') // 20 * 168.62
         },
         {
           date: '2020-01-01',
           grossPerformance: new Big('498.3'),
           netPerformance: new Big('498.3'),
           investment: new Big('2923.7'),
-          value: new Big('3422') // 20 * (144.38 + days=335 * 0.08)
+          value: new Big('3422') // 20 * 171.1
         },
         {
           date: '2020-02-01',
           grossPerformance: new Big('547.9'),
           netPerformance: new Big('547.9'),
           investment: new Big('2923.7'),
-          value: new Big('3471.6') // 20 * (144.38 + days=365 * 0.08)
+          value: new Big('3471.6') // 20 * 173.58
         },
         {
           date: '2020-03-01',
           grossPerformance: new Big('226.95'),
           netPerformance: new Big('226.95'),
           investment: new Big('652.55'),
-          value: new Big('879.5') // 5 * (144.38 + days=394 * 0.08)
+          value: new Big('879.5') // 5 * 175.9
         },
         {
           date: '2020-04-01',
           grossPerformance: new Big('239.35'),
           netPerformance: new Big('239.35'),
           investment: new Big('652.55'),
-          value: new Big('891.9') // 5 * (144.38 + days=425 * 0.08)
+          value: new Big('891.9') // 5 * 178.38
         },
         {
           date: '2020-05-01',
           grossPerformance: new Big('251.35'),
           netPerformance: new Big('251.35'),
           investment: new Big('652.55'),
-          value: new Big('903.9') // 5 * (144.38 + days=455 * 0.08)
+          value: new Big('903.9') // 5 * 180.78
         },
         {
           date: '2020-06-01',
           grossPerformance: new Big('263.75'),
           netPerformance: new Big('263.75'),
           investment: new Big('652.55'),
-          value: new Big('916.3') // 5 * (144.38 + days=486 * 0.08)
+          value: new Big('916.3') // 5 * 183.26
         },
         {
           date: '2020-07-01',
           grossPerformance: new Big('275.75'),
           netPerformance: new Big('275.75'),
           investment: new Big('652.55'),
-          value: new Big('928.3') // 5 * (144.38 + days=516 * 0.08)
+          value: new Big('928.3') // 5 * 185.66
         },
         {
           date: '2020-08-01',
           grossPerformance: new Big('288.15'),
           netPerformance: new Big('288.15'),
           investment: new Big('652.55'),
-          value: new Big('940.7') // 5 * (144.38 + days=547 * 0.08)
+          value: new Big('940.7') // 5 * 188.14
         },
         {
           date: '2020-09-01',
           grossPerformance: new Big('300.55'),
           netPerformance: new Big('300.55'),
           investment: new Big('652.55'),
-          value: new Big('953.1') // 5 * (144.38 + days=578 * 0.08)
+          value: new Big('953.1') // 5 * 190.62
         },
         {
           date: '2020-10-01',
           grossPerformance: new Big('312.55'),
           netPerformance: new Big('312.55'),
           investment: new Big('652.55'),
-          value: new Big('965.1') // 5 * (144.38 + days=608 * 0.08)
+          value: new Big('965.1') // 5 * 193.02
         },
         {
           date: '2020-11-01',
           grossPerformance: new Big('324.95'),
           netPerformance: new Big('324.95'),
           investment: new Big('652.55'),
-          value: new Big('977.5') // 5 * (144.38 + days=639 * 0.08)
+          value: new Big('977.5') // 5 * 195.5
         },
         {
           date: '2020-12-01',
           grossPerformance: new Big('336.95'),
           netPerformance: new Big('336.95'),
           investment: new Big('652.55'),
-          value: new Big('989.5') // 5 * (144.38 + days=669 * 0.08)
+          value: new Big('989.5') // 5 * 197.9
         },
         {
           date: '2021-01-01',
           grossPerformance: new Big('349.35'),
           netPerformance: new Big('349.35'),
           investment: new Big('652.55'),
-          value: new Big('1001.9') // 5 * (144.38 + days=700 * 0.08)
+          value: new Big('1001.9') // 5 * 200.38
         },
         {
           date: '2021-02-01',
           grossPerformance: new Big('358.85'),
           netPerformance: new Big('358.85'),
           investment: new Big('2684.05'),
-          value: new Big('3042.9') // 15 * (144.38 + days=731 * 0.08)
+          value: new Big('3042.9') // 15 * 202.86
         },
         {
           date: '2021-03-01',
           grossPerformance: new Big('392.45'),
           netPerformance: new Big('392.45'),
           investment: new Big('2684.05'),
-          value: new Big('3076.5') // 15 * (144.38 + days=759 * 0.08)
+          value: new Big('3076.5') // 15 * 205.1
         },
         {
           date: '2021-04-01',
           grossPerformance: new Big('429.65'),
           netPerformance: new Big('429.65'),
           investment: new Big('2684.05'),
-          value: new Big('3113.7') // 15 * (144.38 + days=790 * 0.08)
+          value: new Big('3113.7') // 15 * 207.58
         },
         {
           date: '2021-05-01',
           grossPerformance: new Big('465.65'),
           netPerformance: new Big('465.65'),
           investment: new Big('2684.05'),
-          value: new Big('3149.7') // 15 * (144.38 + days=820 * 0.08)
+          value: new Big('3149.7') // 15 * 209.98
         },
         {
           date: '2021-06-01',
           grossPerformance: new Big('502.85'),
           netPerformance: new Big('502.85'),
           investment: new Big('2684.05'),
-          value: new Big('3186.9') // 15 * (144.38 + days=851 * 0.08)
+          value: new Big('3186.9') // 15 * 212.46
         }
       ]);
 
@@ -2047,49 +2235,49 @@ describe('PortfolioCalculator', () => {
           grossPerformance: new Big('498.3'),
           netPerformance: new Big('498.3'),
           investment: new Big('2923.7'),
-          value: new Big('3422') // 20 * (144.38 + days=335 * 0.08)
+          value: new Big('3422') // 20 * 171.1
         },
         {
           date: '2021-01-01',
           grossPerformance: new Big('349.35'),
           netPerformance: new Big('349.35'),
           investment: new Big('652.55'),
-          value: new Big('1001.9') // 5 * (144.38 + days=700 * 0.08)
+          value: new Big('1001.9') // 5 * 200.38
         },
         {
           date: '2021-02-01',
           grossPerformance: new Big('358.85'),
           netPerformance: new Big('358.85'),
           investment: new Big('2684.05'),
-          value: new Big('3042.9') // 15 * (144.38 + days=731 * 0.08)
+          value: new Big('3042.9') // 15 * 202.86
         },
         {
           date: '2021-03-01',
           grossPerformance: new Big('392.45'),
           netPerformance: new Big('392.45'),
           investment: new Big('2684.05'),
-          value: new Big('3076.5') // 15 * (144.38 + days=759 * 0.08)
+          value: new Big('3076.5') // 15 * 205.1
         },
         {
           date: '2021-04-01',
           grossPerformance: new Big('429.65'),
           netPerformance: new Big('429.65'),
           investment: new Big('2684.05'),
-          value: new Big('3113.7') // 15 * (144.38 + days=790 * 0.08)
+          value: new Big('3113.7') // 15 * 207.58
         },
         {
           date: '2021-05-01',
           grossPerformance: new Big('465.65'),
           netPerformance: new Big('465.65'),
           investment: new Big('2684.05'),
-          value: new Big('3149.7') // 15 * (144.38 + days=820 * 0.08)
+          value: new Big('3149.7') // 15 * 209.98
         },
         {
           date: '2021-06-01',
           grossPerformance: new Big('502.85'),
           netPerformance: new Big('502.85'),
           investment: new Big('2684.05'),
-          value: new Big('3186.9') // 15 * (144.38 + days=851 * 0.08)
+          value: new Big('3186.9') // 15 * 212.46
         }
       ]);
     });
@@ -2134,252 +2322,252 @@ describe('PortfolioCalculator', () => {
             grossPerformance: new Big('498.3'),
             netPerformance: new Big('498.3'),
             investment: new Big('2923.7'),
-            value: new Big('3422') // 20 * (144.38 + days=335 * 0.08)
+            value: new Big('3422') // 20 * 171.1
           },
           {
             date: '2021-01-01',
             grossPerformance: new Big('349.35'),
             netPerformance: new Big('349.35'),
             investment: new Big('652.55'),
-            value: new Big('1001.9') // 5 * (144.38 + days=700 * 0.08)
+            value: new Big('1001.9') // 5 * 200.38
           },
           {
             date: '2021-02-01',
             grossPerformance: new Big('358.85'),
             netPerformance: new Big('358.85'),
             investment: new Big('2684.05'),
-            value: new Big('3042.9') // 15 * (144.38 + days=731 * 0.08)
+            value: new Big('3042.9') // 15 * 202.86
           },
           {
             date: '2021-03-01',
             grossPerformance: new Big('392.45'),
             netPerformance: new Big('392.45'),
             investment: new Big('2684.05'),
-            value: new Big('3076.5') // 15 * (144.38 + days=759 * 0.08)
+            value: new Big('3076.5') // 15 * 205.1
           },
           {
             date: '2021-04-01',
             grossPerformance: new Big('429.65'),
             netPerformance: new Big('429.65'),
             investment: new Big('2684.05'),
-            value: new Big('3113.7') // 15 * (144.38 + days=790 * 0.08)
+            value: new Big('3113.7') // 15 * 207.58
           },
           {
             date: '2021-05-01',
             grossPerformance: new Big('465.65'),
             netPerformance: new Big('465.65'),
             investment: new Big('2684.05'),
-            value: new Big('3149.7') // 15 * (144.38 + days=820 * 0.08)
+            value: new Big('3149.7') // 15 * 209.98
           },
           {
             date: '2021-06-01',
             grossPerformance: new Big('502.85'),
             netPerformance: new Big('502.85'),
             investment: new Big('2684.05'),
-            value: new Big('3186.9') // 15 * (144.38 + days=851 * 0.08)
+            value: new Big('3186.9') // 15 * 212.46
           },
           {
             date: '2021-06-02',
             grossPerformance: new Big('504.05'),
             netPerformance: new Big('504.05'),
             investment: new Big('2684.05'),
-            value: new Big('3188.1') // 15 * (144.38 + days=852 * 0.08) / +1.2
+            value: new Big('3188.1') // 15 * 212.54
           },
           {
             date: '2021-06-03',
             grossPerformance: new Big('505.25'),
             netPerformance: new Big('505.25'),
             investment: new Big('2684.05'),
-            value: new Big('3189.3') // +1.2
+            value: new Big('3189.3') // 15 * 212.62
           },
           {
             date: '2021-06-04',
             grossPerformance: new Big('506.45'),
             netPerformance: new Big('506.45'),
             investment: new Big('2684.05'),
-            value: new Big('3190.5') // +1.2
+            value: new Big('3190.5') // 15 * 212.7
           },
           {
             date: '2021-06-05',
             grossPerformance: new Big('507.65'),
             netPerformance: new Big('507.65'),
             investment: new Big('2684.05'),
-            value: new Big('3191.7') // +1.2
+            value: new Big('3191.7') // 15 * 212.78
           },
           {
             date: '2021-06-06',
             grossPerformance: new Big('508.85'),
             netPerformance: new Big('508.85'),
             investment: new Big('2684.05'),
-            value: new Big('3192.9') // +1.2
+            value: new Big('3192.9') // 15 * 212.86
           },
           {
             date: '2021-06-07',
             grossPerformance: new Big('510.05'),
             netPerformance: new Big('510.05'),
             investment: new Big('2684.05'),
-            value: new Big('3194.1') // +1.2
+            value: new Big('3194.1') // 15 * 212.94
           },
           {
             date: '2021-06-08',
             grossPerformance: new Big('511.25'),
             netPerformance: new Big('511.25'),
             investment: new Big('2684.05'),
-            value: new Big('3195.3') // +1.2
+            value: new Big('3195.3') // 15 * 213.02
           },
           {
             date: '2021-06-09',
             grossPerformance: new Big('512.45'),
             netPerformance: new Big('512.45'),
             investment: new Big('2684.05'),
-            value: new Big('3196.5') // +1.2
+            value: new Big('3196.5') // 15 * 213.1
           },
           {
             date: '2021-06-10',
             grossPerformance: new Big('513.65'),
             netPerformance: new Big('513.65'),
             investment: new Big('2684.05'),
-            value: new Big('3197.7') // +1.2
+            value: new Big('3197.7') // 15 * 213.18
           },
           {
             date: '2021-06-11',
             grossPerformance: new Big('514.85'),
             netPerformance: new Big('514.85'),
             investment: new Big('2684.05'),
-            value: new Big('3198.9') // +1.2
+            value: new Big('3198.9') // 15 * 213.26
           },
           {
             date: '2021-06-12',
             grossPerformance: new Big('516.05'),
             netPerformance: new Big('516.05'),
             investment: new Big('2684.05'),
-            value: new Big('3200.1') // +1.2
+            value: new Big('3200.1') // 15 * 213.34
           },
           {
             date: '2021-06-13',
             grossPerformance: new Big('517.25'),
             netPerformance: new Big('517.25'),
             investment: new Big('2684.05'),
-            value: new Big('3201.3') // +1.2
+            value: new Big('3201.3') // 15 * 213.42
           },
           {
             date: '2021-06-14',
             grossPerformance: new Big('518.45'),
             netPerformance: new Big('518.45'),
             investment: new Big('2684.05'),
-            value: new Big('3202.5') // +1.2
+            value: new Big('3202.5') // 15 * 213.5
           },
           {
             date: '2021-06-15',
             grossPerformance: new Big('519.65'),
             netPerformance: new Big('519.65'),
             investment: new Big('2684.05'),
-            value: new Big('3203.7') // +1.2
+            value: new Big('3203.7') // 15 * 213.58
           },
           {
             date: '2021-06-16',
             grossPerformance: new Big('520.85'),
             netPerformance: new Big('520.85'),
             investment: new Big('2684.05'),
-            value: new Big('3204.9') // +1.2
+            value: new Big('3204.9') // 15 * 213.66
           },
           {
             date: '2021-06-17',
             grossPerformance: new Big('522.05'),
             netPerformance: new Big('522.05'),
             investment: new Big('2684.05'),
-            value: new Big('3206.1') // +1.2
+            value: new Big('3206.1') // 15 * 213.74
           },
           {
             date: '2021-06-18',
             grossPerformance: new Big('523.25'),
             netPerformance: new Big('523.25'),
             investment: new Big('2684.05'),
-            value: new Big('3207.3') // +1.2
+            value: new Big('3207.3') // 15 * 213.82
           },
           {
             date: '2021-06-19',
             grossPerformance: new Big('524.45'),
             netPerformance: new Big('524.45'),
             investment: new Big('2684.05'),
-            value: new Big('3208.5') // +1.2
+            value: new Big('3208.5') // 15 * 213.9
           },
           {
             date: '2021-06-20',
             grossPerformance: new Big('525.65'),
             netPerformance: new Big('525.65'),
             investment: new Big('2684.05'),
-            value: new Big('3209.7') // +1.2
+            value: new Big('3209.7') // 15 * 213.98
           },
           {
             date: '2021-06-21',
             grossPerformance: new Big('526.85'),
             netPerformance: new Big('526.85'),
             investment: new Big('2684.05'),
-            value: new Big('3210.9') // +1.2
+            value: new Big('3210.9') // 15 * 214.06
           },
           {
             date: '2021-06-22',
             grossPerformance: new Big('528.05'),
             netPerformance: new Big('528.05'),
             investment: new Big('2684.05'),
-            value: new Big('3212.1') // +1.2
+            value: new Big('3212.1') // 15 * 214.14
           },
           {
             date: '2021-06-23',
             grossPerformance: new Big('529.25'),
             netPerformance: new Big('529.25'),
             investment: new Big('2684.05'),
-            value: new Big('3213.3') // +1.2
+            value: new Big('3213.3') // 15 * 214.22
           },
           {
             date: '2021-06-24',
             grossPerformance: new Big('530.45'),
             netPerformance: new Big('530.45'),
             investment: new Big('2684.05'),
-            value: new Big('3214.5') // +1.2
+            value: new Big('3214.5') // 15 * 214.3
           },
           {
             date: '2021-06-25',
             grossPerformance: new Big('531.65'),
             netPerformance: new Big('531.65'),
             investment: new Big('2684.05'),
-            value: new Big('3215.7') // +1.2
+            value: new Big('3215.7') // 15 * 214.38
           },
           {
             date: '2021-06-26',
             grossPerformance: new Big('532.85'),
             netPerformance: new Big('532.85'),
             investment: new Big('2684.05'),
-            value: new Big('3216.9') // +1.2
+            value: new Big('3216.9') // 15 * 214.46
           },
           {
             date: '2021-06-27',
             grossPerformance: new Big('534.05'),
             netPerformance: new Big('534.05'),
             investment: new Big('2684.05'),
-            value: new Big('3218.1') // +1.2
+            value: new Big('3218.1') // 15 * 214.54
           },
           {
             date: '2021-06-28',
             grossPerformance: new Big('535.25'),
             netPerformance: new Big('535.25'),
             investment: new Big('2684.05'),
-            value: new Big('3219.3') // +1.2
+            value: new Big('3219.3') // 15 * 214.62
           },
           {
             date: '2021-06-29',
             grossPerformance: new Big('536.45'),
             netPerformance: new Big('536.45'),
             investment: new Big('2684.05'),
-            value: new Big('3220.5') // +1.2
+            value: new Big('3220.5') // 15 * 214.7
           },
           {
             date: '2021-06-30',
             grossPerformance: new Big('537.65'),
             netPerformance: new Big('537.65'),
             investment: new Big('2684.05'),
-            value: new Big('3221.7') // +1.2
+            value: new Big('3221.7') // 15 * 214.78
           }
         ])
       );
@@ -2442,7 +2630,7 @@ describe('PortfolioCalculator', () => {
           grossPerformance: new Big('267.2'),
           netPerformance: new Big('267.2'),
           investment: new Big('11553.75'),
-          value: new Big('11820.95') // 10 * (144.38 + days=334 * 0.08) + 5 * 2021.99
+          value: new Big('11820.95') // 10 * 171.1  + 5 * 2021.99
         }
       ]);
     });

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

@@ -10,12 +10,12 @@ import { baseCurrency } from '@ghostfolio/common/config';
 import {
   PortfolioChart,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioPerformance,
   PortfolioPublicDetails,
   PortfolioReport,
   PortfolioSummary
 } from '@ghostfolio/common/interfaces';
-import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
   Controller,
@@ -48,42 +48,6 @@ export class PortfolioController {
     private readonly userService: UserService
   ) {}
 
-  @Get('investments')
-  @UseGuards(AuthGuard('jwt'))
-  public async findAll(
-    @Headers('impersonation-id') impersonationId: string,
-    @Res() res: Response
-  ): Promise<InvestmentItem[]> {
-    if (
-      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
-      this.request.user.subscription.type === 'Basic'
-    ) {
-      res.status(StatusCodes.FORBIDDEN);
-      return <any>res.json([]);
-    }
-
-    let investments = await this.portfolioService.getInvestments(
-      impersonationId
-    );
-
-    if (
-      impersonationId ||
-      this.userService.isRestrictedView(this.request.user)
-    ) {
-      const maxInvestment = investments.reduce(
-        (investment, item) => Math.max(investment, item.investment),
-        1
-      );
-
-      investments = investments.map((item) => ({
-        date: item.date,
-        investment: item.investment / maxInvestment
-      }));
-    }
-
-    return <any>res.json(investments);
-  }
-
   @Get('chart')
   @UseGuards(AuthGuard('jwt'))
   public async getChart(
@@ -200,6 +164,42 @@ export class PortfolioController {
     return <any>res.json({ accounts, hasError, holdings });
   }
 
+  @Get('investments')
+  @UseGuards(AuthGuard('jwt'))
+  public async getInvestments(
+    @Headers('impersonation-id') impersonationId: string,
+    @Res() res: Response
+  ): Promise<PortfolioInvestments> {
+    if (
+      this.configurationService.get('ENABLE_FEATURE_SUBSCRIPTION') &&
+      this.request.user.subscription.type === 'Basic'
+    ) {
+      res.status(StatusCodes.FORBIDDEN);
+      return <any>res.json({});
+    }
+
+    let investments = await this.portfolioService.getInvestments(
+      impersonationId
+    );
+
+    if (
+      impersonationId ||
+      this.userService.isRestrictedView(this.request.user)
+    ) {
+      const maxInvestment = investments.reduce(
+        (investment, item) => Math.max(investment, item.investment),
+        1
+      );
+
+      investments = investments.map((item) => ({
+        date: item.date,
+        investment: item.investment / maxInvestment
+      }));
+    }
+
+    return <any>res.json({ firstOrderDate: investments[0]?.date, investments });
+  }
+
   @Get('performance')
   @UseGuards(AuthGuard('jwt'))
   public async getPerformance(

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

@@ -55,7 +55,7 @@ import {
   subDays,
   subYears
 } from 'date-fns';
-import { isEmpty } from 'lodash';
+import { isEmpty, sortBy } from 'lodash';
 
 import {
   HistoricalDataContainer,
@@ -150,12 +150,33 @@ export class PortfolioService {
       return [];
     }
 
-    return portfolioCalculator.getInvestments().map((item) => {
+    const investments = portfolioCalculator.getInvestments().map((item) => {
       return {
         date: item.date,
         investment: item.investment.toNumber()
       };
     });
+
+    // Add investment of today
+    const investmentOfToday = investments.filter((investment) => {
+      return investment.date === format(new Date(), DATE_FORMAT);
+    });
+
+    if (investmentOfToday.length <= 0) {
+      const pastInvestments = investments.filter((investment) => {
+        return isBefore(parseDate(investment.date), new Date());
+      });
+      const lastInvestment = pastInvestments[pastInvestments.length - 1];
+
+      investments.push({
+        date: format(new Date(), DATE_FORMAT),
+        investment: lastInvestment?.investment ?? 0
+      });
+    }
+
+    return sortBy(investments, (investment) => {
+      return investment.date;
+    });
   }
 
   public async getChart(
@@ -447,17 +468,17 @@ export class PortfolioService {
       // Convert investment, gross and net performance to currency of user
       const userCurrency = this.request.user.Settings.currency;
       const investment = this.exchangeRateDataService.toCurrency(
-        position.investment.toNumber(),
+        position.investment?.toNumber(),
         currency,
         userCurrency
       );
       const grossPerformance = this.exchangeRateDataService.toCurrency(
-        position.grossPerformance.toNumber(),
+        position.grossPerformance?.toNumber(),
         currency,
         userCurrency
       );
       const netPerformance = this.exchangeRateDataService.toCurrency(
-        position.netPerformance.toNumber(),
+        position.netPerformance?.toNumber(),
         currency,
         userCurrency
       );
@@ -662,7 +683,9 @@ export class PortfolioService {
           grossPerformancePercentage:
             position.grossPerformancePercentage?.toNumber() ?? null,
           investment: new Big(position.investment).toNumber(),
-          marketState: dataProviderResponses[position.symbol].marketState,
+          marketState:
+            dataProviderResponses[position.symbol]?.marketState ??
+            MarketState.delayed,
           name: symbolProfileMap[position.symbol].name,
           netPerformance: position.netPerformance?.toNumber() ?? null,
           netPerformancePercentage:

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

@@ -13,7 +13,7 @@ import {
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
-import { DataSource, MarketData } from '@prisma/client';
+import { DataSource } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { isDate, isEmpty } from 'lodash';
 
@@ -37,8 +37,7 @@ export class SymbolController {
     @Query() { query = '' }
   ): Promise<{ items: LookupItem[] }> {
     try {
-      const encodedQuery = encodeURIComponent(query.toLowerCase());
-      return this.symbolService.lookup(encodedQuery);
+      return this.symbolService.lookup(query.toLowerCase());
     } catch {
       throw new HttpException(
         getReasonPhrase(StatusCodes.INTERNAL_SERVER_ERROR),

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

@@ -93,32 +93,6 @@ export class SymbolService {
     try {
       const { items } = await this.dataProviderService.search(aQuery);
       results.items = items;
-
-      // Add custom symbols
-      const ghostfolioSymbolProfiles =
-        await this.prismaService.symbolProfile.findMany({
-          select: {
-            currency: true,
-            dataSource: true,
-            name: true,
-            symbol: true
-          },
-          where: {
-            AND: [
-              {
-                dataSource: DataSource.GHOSTFOLIO,
-                name: {
-                  startsWith: aQuery
-                }
-              }
-            ]
-          }
-        });
-
-      for (const ghostfolioSymbolProfile of ghostfolioSymbolProfiles) {
-        results.items.push(ghostfolioSymbolProfile);
-      }
-
       return results;
     } catch (error) {
       Logger.error(error);

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

@@ -13,6 +13,7 @@ export class ConfigurationService {
       ACCESS_TOKEN_SALT: str(),
       ALPHA_VANTAGE_API_KEY: str({ default: '' }),
       CACHE_TTL: num({ default: 1 }),
+      DATA_SOURCE_PRIMARY: str({ default: DataSource.YAHOO }),
       DATA_SOURCES: json({ default: JSON.stringify([DataSource.YAHOO]) }),
       ENABLE_FEATURE_BLOG: bool({ default: false }),
       ENABLE_FEATURE_CUSTOM_SYMBOLS: bool({ default: false }),
@@ -25,6 +26,9 @@ export class ConfigurationService {
       ENABLE_FEATURE_SYSTEM_MESSAGE: bool({ default: false }),
       GOOGLE_CLIENT_ID: str({ default: 'dummyClientId' }),
       GOOGLE_SECRET: str({ default: 'dummySecret' }),
+      GOOGLE_SHEETS_ACCOUNT: str({ default: '' }),
+      GOOGLE_SHEETS_ID: str({ default: '' }),
+      GOOGLE_SHEETS_PRIVATE_KEY: str({ default: '' }),
       JWT_SECRET_KEY: str({}),
       MAX_ITEM_IN_CACHE: num({ default: 9999 }),
       MAX_ORDERS_TO_IMPORT: num({ default: Number.MAX_SAFE_INTEGER }),

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

@@ -88,13 +88,13 @@ export class AlphaVantageService implements DataProviderInterface {
     return DataSource.ALPHA_VANTAGE;
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    const result = await this.alphaVantage.data.search(aSymbol);
+  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+    const result = await this.alphaVantage.data.search(aQuery);
 
     return {
       items: result?.bestMatches?.map((bestMatch) => {
         return {
-          dataSource: DataSource.ALPHA_VANTAGE,
+          dataSource: this.getName(),
           name: bestMatch['2. name'],
           symbol: bestMatch['1. symbol']
         };

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

@@ -7,6 +7,9 @@ const getJSON = bent('json');
 export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
   private static baseUrl = 'https://data.trackinsight.com/holdings';
   private static countries = require('countries-list/dist/countries.json');
+  private static countriesMapping = {
+    'Russian Federation': 'Russia'
+  };
   private static sectorsMapping = {
     'Consumer Discretionary': 'Consumer Cyclical',
     'Consumer Defensive': 'Consumer Staples',
@@ -45,7 +48,11 @@ export class TrackinsightDataEnhancerService implements DataEnhancerInterface {
         for (const [key, country] of Object.entries<any>(
           TrackinsightDataEnhancerService.countries
         )) {
-          if (country.name === name) {
+          if (
+            country.name === name ||
+            country.name ===
+              TrackinsightDataEnhancerService.countriesMapping[name]
+          ) {
             countryCode = key;
             break;
           }

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

@@ -1,6 +1,7 @@
 import { ConfigurationModule } from '@ghostfolio/api/services/configuration.module';
 import { CryptocurrencyModule } from '@ghostfolio/api/services/cryptocurrency/cryptocurrency.module';
 import { GhostfolioScraperApiService } from '@ghostfolio/api/services/data-provider/ghostfolio-scraper-api/ghostfolio-scraper-api.service';
+import { GoogleSheetsService } from '@ghostfolio/api/services/data-provider/google-sheets/google-sheets.service';
 import { RakutenRapidApiService } from '@ghostfolio/api/services/data-provider/rakuten-rapid-api/rakuten-rapid-api.service';
 import { YahooFinanceService } from '@ghostfolio/api/services/data-provider/yahoo-finance/yahoo-finance.service';
 import { PrismaModule } from '@ghostfolio/api/services/prisma.module';
@@ -21,12 +22,14 @@ import { DataProviderService } from './data-provider.service';
     AlphaVantageService,
     DataProviderService,
     GhostfolioScraperApiService,
+    GoogleSheetsService,
     RakutenRapidApiService,
     YahooFinanceService,
     {
       inject: [
         AlphaVantageService,
         GhostfolioScraperApiService,
+        GoogleSheetsService,
         RakutenRapidApiService,
         YahooFinanceService
       ],
@@ -34,11 +37,13 @@ import { DataProviderService } from './data-provider.service';
       useFactory: (
         alphaVantageService,
         ghostfolioScraperApiService,
+        googleSheetsService,
         rakutenRapidApiService,
         yahooFinanceService
       ) => [
         alphaVantageService,
         ghostfolioScraperApiService,
+        googleSheetsService,
         rakutenRapidApiService,
         yahooFinanceService
       ]

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

@@ -149,13 +149,13 @@ export class DataProviderService {
     return result;
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
+  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
     const promises: Promise<{ items: LookupItem[] }>[] = [];
     let lookupItems: LookupItem[] = [];
 
     for (const dataSource of this.configurationService.get('DATA_SOURCES')) {
       promises.push(
-        this.getDataProvider(DataSource[dataSource]).search(aSymbol)
+        this.getDataProvider(DataSource[dataSource]).search(aQuery)
       );
     }
 
@@ -176,7 +176,7 @@ export class DataProviderService {
   }
 
   public getPrimaryDataSource(): DataSource {
-    return DataSource[this.configurationService.get('DATA_SOURCES')[0]];
+    return DataSource[this.configurationService.get('DATA_SOURCE_PRIMARY')];
   }
 
   private getDataProvider(providerName: DataSource) {

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

@@ -1,4 +1,10 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
+import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
+import {
+  IDataProviderHistoricalResponse,
+  IDataProviderResponse,
+  MarketState
+} from '@ghostfolio/api/services/interfaces/interfaces';
 import { PrismaService } from '@ghostfolio/api/services/prisma.service';
 import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
 import {
@@ -13,13 +19,6 @@ import * as bent from 'bent';
 import * as cheerio from 'cheerio';
 import { format } from 'date-fns';
 
-import {
-  IDataProviderHistoricalResponse,
-  IDataProviderResponse,
-  MarketState
-} from '../../interfaces/interfaces';
-import { DataProviderInterface } from '../interfaces/data-provider.interface';
-
 @Injectable()
 export class GhostfolioScraperApiService implements DataProviderInterface {
   private static NUMERIC_REGEXP = /[-]{0,1}[\d]*[.,]{0,1}[\d]+/g;
@@ -59,7 +58,7 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
         [symbol]: {
           marketPrice,
           currency: symbolProfile?.currency,
-          dataSource: DataSource.GHOSTFOLIO,
+          dataSource: this.getName(),
           marketState: MarketState.delayed
         }
       };
@@ -116,8 +115,35 @@ export class GhostfolioScraperApiService implements DataProviderInterface {
     return DataSource.GHOSTFOLIO;
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
-    return { items: [] };
+  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+    const items = await this.prismaService.symbolProfile.findMany({
+      select: {
+        currency: true,
+        dataSource: true,
+        name: true,
+        symbol: true
+      },
+      where: {
+        OR: [
+          {
+            dataSource: this.getName(),
+            name: {
+              mode: 'insensitive',
+              startsWith: aQuery
+            }
+          },
+          {
+            dataSource: this.getName(),
+            symbol: {
+              mode: 'insensitive',
+              startsWith: aQuery
+            }
+          }
+        ]
+      }
+    });
+
+    return { items };
   }
 
   private extractNumberFromString(aString: string): number {

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

@@ -0,0 +1,172 @@
+import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
+import { ConfigurationService } from '@ghostfolio/api/services/configuration.service';
+import { DataProviderInterface } from '@ghostfolio/api/services/data-provider/interfaces/data-provider.interface';
+import {
+  IDataProviderHistoricalResponse,
+  IDataProviderResponse,
+  MarketState
+} from '@ghostfolio/api/services/interfaces/interfaces';
+import { PrismaService } from '@ghostfolio/api/services/prisma.service';
+import { SymbolProfileService } from '@ghostfolio/api/services/symbol-profile.service';
+import { DATE_FORMAT } from '@ghostfolio/common/helper';
+import { Granularity } from '@ghostfolio/common/types';
+import { Injectable, Logger } from '@nestjs/common';
+import { DataSource } from '@prisma/client';
+import { format } from 'date-fns';
+import { GoogleSpreadsheet } from 'google-spreadsheet';
+
+@Injectable()
+export class GoogleSheetsService implements DataProviderInterface {
+  public constructor(
+    private readonly configurationService: ConfigurationService,
+    private readonly prismaService: PrismaService,
+    private readonly symbolProfileService: SymbolProfileService
+  ) {}
+
+  public canHandle(symbol: string) {
+    return true;
+  }
+
+  public async get(
+    aSymbols: string[]
+  ): Promise<{ [symbol: string]: IDataProviderResponse }> {
+    if (aSymbols.length <= 0) {
+      return {};
+    }
+
+    try {
+      const [symbol] = aSymbols;
+      const [symbolProfile] = await this.symbolProfileService.getSymbolProfiles(
+        [symbol]
+      );
+
+      const sheet = await this.getSheet({
+        sheetId: this.configurationService.get('GOOGLE_SHEETS_ID'),
+        symbol
+      });
+      const marketPrice = parseFloat(
+        (await sheet.getCellByA1('B1').value) as string
+      );
+
+      return {
+        [symbol]: {
+          marketPrice,
+          currency: symbolProfile?.currency,
+          dataSource: this.getName(),
+          marketState: MarketState.delayed
+        }
+      };
+    } catch (error) {
+      Logger.error(error);
+    }
+
+    return {};
+  }
+
+  public async getHistorical(
+    aSymbols: string[],
+    aGranularity: Granularity = 'day',
+    from: Date,
+    to: Date
+  ): Promise<{
+    [symbol: string]: { [date: string]: IDataProviderHistoricalResponse };
+  }> {
+    if (aSymbols.length <= 0) {
+      return {};
+    }
+
+    try {
+      const [symbol] = aSymbols;
+
+      const sheet = await this.getSheet({
+        symbol,
+        sheetId: this.configurationService.get('GOOGLE_SHEETS_ID')
+      });
+
+      const rows = await sheet.getRows();
+
+      const historicalData: {
+        [date: string]: IDataProviderHistoricalResponse;
+      } = {};
+
+      rows
+        .filter((row, index) => {
+          return index >= 1;
+        })
+        .forEach((row) => {
+          const date = new Date(row._rawData[0]);
+          const close = parseFloat(row._rawData[1]);
+
+          historicalData[format(date, DATE_FORMAT)] = { marketPrice: close };
+        });
+
+      return {
+        [symbol]: historicalData
+      };
+    } catch (error) {
+      Logger.error(error);
+    }
+
+    return {};
+  }
+
+  public getName(): DataSource {
+    return DataSource.GOOGLE_SHEETS;
+  }
+
+  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
+    const items = await this.prismaService.symbolProfile.findMany({
+      select: {
+        currency: true,
+        dataSource: true,
+        name: true,
+        symbol: true
+      },
+      where: {
+        OR: [
+          {
+            dataSource: this.getName(),
+            name: {
+              mode: 'insensitive',
+              startsWith: aQuery
+            }
+          },
+          {
+            dataSource: this.getName(),
+            symbol: {
+              mode: 'insensitive',
+              startsWith: aQuery
+            }
+          }
+        ]
+      }
+    });
+
+    return { items };
+  }
+
+  private async getSheet({
+    sheetId,
+    symbol
+  }: {
+    sheetId: string;
+    symbol: string;
+  }) {
+    const doc = new GoogleSpreadsheet(sheetId);
+
+    await doc.useServiceAccountAuth({
+      client_email: this.configurationService.get('GOOGLE_SHEETS_ACCOUNT'),
+      private_key: this.configurationService
+        .get('GOOGLE_SHEETS_PRIVATE_KEY')
+        .replace(/\\n/g, '\n')
+    });
+
+    await doc.loadInfo();
+
+    const sheet = doc.sheetsByTitle[symbol];
+
+    await sheet.loadCells();
+
+    return sheet;
+  }
+}

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

@@ -1,11 +1,10 @@
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
-import { Granularity } from '@ghostfolio/common/types';
-import { DataSource } from '@prisma/client';
-
 import {
   IDataProviderHistoricalResponse,
   IDataProviderResponse
-} from '../../interfaces/interfaces';
+} from '@ghostfolio/api/services/interfaces/interfaces';
+import { Granularity } from '@ghostfolio/common/types';
+import { DataSource } from '@prisma/client';
 
 export interface DataProviderInterface {
   canHandle(symbol: string): boolean;
@@ -23,5 +22,5 @@ export interface DataProviderInterface {
 
   getName(): DataSource;
 
-  search(aSymbol: string): Promise<{ items: LookupItem[] }>;
+  search(aQuery: string): Promise<{ items: LookupItem[] }>;
 }

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

@@ -45,7 +45,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
         return {
           [ghostfolioFearAndGreedIndexSymbol]: {
             currency: undefined,
-            dataSource: DataSource.RAKUTEN,
+            dataSource: this.getName(),
             marketPrice: fgi.now.value,
             marketState: MarketState.open,
             name: RakutenRapidApiService.FEAR_AND_GREED_INDEX_NAME
@@ -85,7 +85,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
           await this.prismaService.marketData.create({
             data: {
               symbol,
-              dataSource: DataSource.RAKUTEN,
+              dataSource: this.getName(),
               date: subWeeks(getToday(), 1),
               marketPrice: fgi.oneWeekAgo.value
             }
@@ -94,7 +94,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
           await this.prismaService.marketData.create({
             data: {
               symbol,
-              dataSource: DataSource.RAKUTEN,
+              dataSource: this.getName(),
               date: subMonths(getToday(), 1),
               marketPrice: fgi.oneMonthAgo.value
             }
@@ -103,7 +103,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
           await this.prismaService.marketData.create({
             data: {
               symbol,
-              dataSource: DataSource.RAKUTEN,
+              dataSource: this.getName(),
               date: subYears(getToday(), 1),
               marketPrice: fgi.oneYearAgo.value
             }
@@ -129,7 +129,7 @@ export class RakutenRapidApiService implements DataProviderInterface {
     return DataSource.RAKUTEN;
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
+  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
     return { items: [] };
   }
 

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

@@ -103,7 +103,7 @@ export class YahooFinanceService implements DataProviderInterface {
           assetClass,
           assetSubClass,
           currency: value.price?.currency,
-          dataSource: DataSource.YAHOO,
+          dataSource: this.getName(),
           exchange: this.parseExchange(value.price?.exchangeName),
           marketState:
             value.price?.marketState === 'REGULAR' ||
@@ -221,12 +221,14 @@ export class YahooFinanceService implements DataProviderInterface {
     return DataSource.YAHOO;
   }
 
-  public async search(aSymbol: string): Promise<{ items: LookupItem[] }> {
+  public async search(aQuery: string): Promise<{ items: LookupItem[] }> {
     const items: LookupItem[] = [];
 
     try {
       const get = bent(
-        `${this.yahooFinanceHostname}/v1/finance/search?q=${aSymbol}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
+        `${this.yahooFinanceHostname}/v1/finance/search?q=${encodeURIComponent(
+          aQuery
+        )}&lang=en-US&region=US&quotesCount=8&newsCount=0&enableFuzzyQuery=false&quotesQueryId=tss_match_phrase_query&multiQuoteQueryId=multi_quote_single_token_query&newsQueryId=news_cie_vespa&enableCb=true&enableNavLinks=false&enableEnhancedTrivialQuery=true`,
         'GET',
         'json',
         200
@@ -268,7 +270,7 @@ export class YahooFinanceService implements DataProviderInterface {
         items.push({
           symbol,
           currency: value.currency,
-          dataSource: DataSource.YAHOO,
+          dataSource: this.getName(),
           name: value.name
         });
       }

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

@@ -4,6 +4,7 @@ export interface Environment extends CleanedEnvAccessors {
   ACCESS_TOKEN_SALT: string;
   ALPHA_VANTAGE_API_KEY: string;
   CACHE_TTL: number;
+  DATA_SOURCE_PRIMARY: string;
   DATA_SOURCES: string | string[]; // string is not correct, error in envalid?
   ENABLE_FEATURE_BLOG: boolean;
   ENABLE_FEATURE_CUSTOM_SYMBOLS: boolean;
@@ -16,6 +17,9 @@ export interface Environment extends CleanedEnvAccessors {
   ENABLE_FEATURE_SYSTEM_MESSAGE: boolean;
   GOOGLE_CLIENT_ID: string;
   GOOGLE_SECRET: string;
+  GOOGLE_SHEETS_ACCOUNT: string;
+  GOOGLE_SHEETS_ID: string;
+  GOOGLE_SHEETS_PRIVATE_KEY: string;
   JWT_SECRET_KEY: string;
   MAX_ITEM_IN_CACHE: number;
   MAX_ORDERS_TO_IMPORT: number;

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

@@ -9,6 +9,13 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/about/about-page.module').then((m) => m.AboutPageModule)
   },
+  {
+    path: 'about/changelog',
+    loadChildren: () =>
+      import('./pages/about/changelog/changelog-page.module').then(
+        (m) => m.ChangelogPageModule
+      )
+  },
   {
     path: 'account',
     loadChildren: () =>
@@ -33,6 +40,11 @@ const routes: Routes = [
     loadChildren: () =>
       import('./pages/auth/auth-page.module').then((m) => m.AuthPageModule)
   },
+  {
+    path: 'blog',
+    loadChildren: () =>
+      import('./pages/blog/blog-page.module').then((m) => m.BlogPageModule)
+  },
   {
     path: 'de/blog/2021/07/hallo-ghostfolio',
     loadChildren: () =>
@@ -47,6 +59,13 @@ const routes: Routes = [
         './pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.module'
       ).then((m) => m.HelloGhostfolioPageModule)
   },
+  {
+    path: 'en/blog/2022/01/ghostfolio-first-months-in-open-source',
+    loadChildren: () =>
+      import(
+        './pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module'
+      ).then((m) => m.FirstMonthsInOpenSourcePageModule)
+  },
   {
     path: 'home',
     loadChildren: () =>
@@ -66,6 +85,13 @@ const routes: Routes = [
         (m) => m.PortfolioPageModule
       )
   },
+  {
+    path: 'portfolio/activities',
+    loadChildren: () =>
+      import('./pages/portfolio/transactions/transactions-page.module').then(
+        (m) => m.TransactionsPageModule
+      )
+  },
   {
     path: 'portfolio/allocations',
     loadChildren: () =>
@@ -87,13 +113,6 @@ const routes: Routes = [
         (m) => m.ReportPageModule
       )
   },
-  {
-    path: 'portfolio/transactions',
-    loadChildren: () =>
-      import('./pages/portfolio/transactions/transactions-page.module').then(
-        (m) => m.TransactionsPageModule
-      )
-  },
   {
     path: 'pricing',
     loadChildren: () =>

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

@@ -5,10 +5,10 @@ import { MatInputModule } from '@angular/material/input';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
-import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
 import { AccountsTableComponent } from './accounts-table.component';
 
 @NgModule({

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

@@ -43,6 +43,19 @@ export class AdminMarketDataComponent implements OnDestroy, OnInit {
     this.fetchAdminMarketData();
   }
 
+  public onGatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    this.adminService
+      .gatherProfileDataBySymbol({ dataSource, symbol })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(() => {});
+  }
+
   public onGatherSymbol({
     dataSource,
     symbol

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

@@ -38,6 +38,13 @@
                   >
                     Gather Data
                   </button>
+                  <button
+                    i18n
+                    mat-menu-item
+                    (click)="onGatherProfileDataBySymbol({dataSource: item.dataSource, symbol: item.symbol})"
+                  >
+                    Gather Profile Data
+                  </button>
                 </mat-menu>
               </td>
             </tr>

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

@@ -48,7 +48,7 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
         if (params['positionDetailDialog'] && params['symbol']) {
-          this.openDialog(params['symbol']);
+          this.openPositionDialog({ symbol: params['symbol'] });
         }
       });
 
@@ -91,24 +91,31 @@ export class HomeHoldingsComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.complete();
   }
 
-  private openDialog(aSymbol: string): void {
-    const dialogRef = this.dialog.open(PositionDetailDialog, {
-      autoFocus: false,
-      data: {
-        baseCurrency: this.user?.settings?.baseCurrency,
-        deviceType: this.deviceType,
-        locale: this.user?.settings?.locale,
-        symbol: aSymbol
-      },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
-      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
-    });
-
-    dialogRef
-      .afterClosed()
+  private openPositionDialog({ symbol }: { symbol: string }) {
+    this.userService
+      .get()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.router.navigate(['.'], { relativeTo: this.route });
+      .subscribe((user) => {
+        this.user = user;
+
+        const dialogRef = this.dialog.open(PositionDetailDialog, {
+          autoFocus: false,
+          data: {
+            symbol,
+            baseCurrency: this.user?.settings?.baseCurrency,
+            deviceType: this.deviceType,
+            locale: this.user?.settings?.locale
+          },
+          height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+          width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+        });
+
+        dialogRef
+          .afterClosed()
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.router.navigate(['.'], { relativeTo: this.route });
+          });
       });
   }
 

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

@@ -14,6 +14,7 @@
           <gf-positions
             [baseCurrency]="user?.settings?.baseCurrency"
             [deviceType]="deviceType"
+            [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
             [locale]="user?.settings?.locale"
             [positions]="positions"
             [range]="dateRange"
@@ -25,8 +26,8 @@
           class="mt-3"
           i18n
           mat-button
-          [routerLink]="['/portfolio', 'transactions']"
-          >Manage Transactions...</a
+          [routerLink]="['/portfolio', 'activities']"
+          >Manage Activities...</a
         >
       </div>
     </div>

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

@@ -8,6 +8,7 @@ import {
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { defaultDateRangeOptions } from '@ghostfolio/common/config';
 import { PortfolioPerformance, User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { DateRange } from '@ghostfolio/common/types';
 import { LineChartItem } from '@ghostfolio/ui/line-chart/interfaces/line-chart.interface';
 import { DeviceDetectorService } from 'ngx-device-detector';
@@ -25,6 +26,7 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
   public deviceType: string;
   public hasError: boolean;
   public hasImpersonationId: boolean;
+  public hasPermissionToCreateOrder: boolean;
   public historicalDataItems: LineChartItem[];
   public isAllTimeHigh: boolean;
   public isAllTimeLow: boolean;
@@ -51,6 +53,11 @@ export class HomeOverviewComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToCreateOrder = hasPermission(
+            this.user.permissions,
+            permissions.createOrder
+          );
+
           this.changeDetectorRef.markForCheck();
         }
       });

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

@@ -13,7 +13,7 @@
         [showYAxis]="false"
       ></gf-line-chart>
       <div
-        *ngIf="historicalDataItems?.length === 0"
+        *ngIf="hasPermissionToCreateOrder&& historicalDataItems?.length === 0"
         class="align-items-center d-flex h-100 justify-content-center w-100"
       >
         <div class="d-flex justify-content-center">

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

@@ -10,6 +10,7 @@ import {
   ViewChild
 } from '@angular/core';
 import { primaryColorRgb } from '@ghostfolio/common/config';
+import { parseDate } from '@ghostfolio/common/helper';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import {
   Chart,
@@ -19,7 +20,7 @@ import {
   PointElement,
   TimeScale
 } from 'chart.js';
-import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
+import { addDays, isAfter, parseISO, subDays } from 'date-fns';
 
 @Component({
   selector: 'gf-investment-chart',
@@ -27,8 +28,10 @@ import { addMonths, isAfter, parseISO, subMonths } from 'date-fns';
   templateUrl: './investment-chart.component.html',
   styleUrls: ['./investment-chart.component.scss']
 })
-export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
+export class InvestmentChartComponent implements OnChanges, OnDestroy {
+  @Input() daysInMarket: number;
   @Input() investments: InvestmentItem[];
+  @Input() isInPercent = false;
 
   @ViewChild('chartCanvas') chartCanvas;
 
@@ -45,8 +48,6 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
     );
   }
 
-  public ngOnInit() {}
-
   public ngOnChanges() {
     if (this.investments) {
       this.initialize();
@@ -61,19 +62,25 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
     this.isLoading = true;
 
     if (this.investments?.length > 0) {
-      // Extend chart by three months (before)
+      // Extend chart by 5% of days in market (before)
       const firstItem = this.investments[0];
       this.investments.unshift({
         ...firstItem,
-        date: subMonths(parseISO(firstItem.date), 3).toISOString(),
+        date: subDays(
+          parseISO(firstItem.date),
+          this.daysInMarket * 0.05 || 90
+        ).toISOString(),
         investment: 0
       });
 
-      // Extend chart by three months (after)
+      // Extend chart by 5% of days in market (after)
       const lastItem = this.investments[this.investments.length - 1];
       this.investments.push({
         ...lastItem,
-        date: addMonths(new Date(), 3).toISOString()
+        date: addDays(
+          parseDate(lastItem.date),
+          this.daysInMarket * 0.05 || 90
+        ).toISOString()
       });
     }
 
@@ -136,12 +143,26 @@ export class InvestmentChartComponent implements OnChanges, OnDestroy, OnInit {
                 }
               },
               y: {
-                display: false,
+                display: !this.isInPercent,
                 grid: {
                   display: false
                 },
                 ticks: {
-                  display: false
+                  display: true,
+                  callback: (tickValue, index, ticks) => {
+                    if (index === 0 || index === ticks.length - 1) {
+                      // Only print last and first legend entry
+                      if (typeof tickValue === 'number') {
+                        return tickValue.toFixed(2);
+                      }
+
+                      return tickValue;
+                    }
+
+                    return '';
+                  },
+                  mirror: true,
+                  z: 1
                 }
               }
             }

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

@@ -7,7 +7,6 @@ import { InvestmentChartComponent } from './investment-chart.component';
 @NgModule({
   declarations: [InvestmentChartComponent],
   exports: [InvestmentChartComponent],
-  imports: [CommonModule, NgxSkeletonLoaderModule],
-  providers: []
+  imports: [CommonModule, NgxSkeletonLoaderModule]
 })
 export class GfInvestmentChartModule {}

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

@@ -3,12 +3,15 @@
     <div
       class="flex-grow-1 status text-muted text-right"
       [title]="
-        hasError
+        hasError && !isLoading
           ? 'Sorry! Our data provider partner is experiencing the hiccups.'
           : ''
       "
     >
-      <ion-icon *ngIf="hasError" name="alert-circle-outline"></ion-icon>
+      <ion-icon
+        *ngIf="hasError && !isLoading"
+        name="alert-circle-outline"
+      ></ion-icon>
     </div>
     <div *ngIf="isLoading" class="align-items-center d-flex">
       <ngx-skeleton-loader

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.html

@@ -12,7 +12,7 @@
       <div class="col-12 d-flex justify-content-center mb-3">
         <gf-value
           size="large"
-          [currency]="data.baseCurrency"
+          [currency]="currency"
           [locale]="data.locale"
           [value]="value"
         ></gf-value>
@@ -125,19 +125,19 @@
     </div>
   </div>
 
-  <gf-transactions-table
+  <gf-activities-table
     *ngIf="orders?.length > 0"
+    [activities]="orders"
     [baseCurrency]="data.baseCurrency"
     [deviceType]="data.deviceType"
-    [hasPermissionToCreateOrder]="false"
+    [hasPermissionToCreateActivity]="false"
     [hasPermissionToFilter]="false"
-    [hasPermissionToImportOrders]="false"
+    [hasPermissionToImportActivities]="false"
     [hasPermissionToOpenDetails]="false"
     [locale]="data.locale"
     [showActions]="false"
     [showSymbolColumn]="false"
-    [transactions]="orders"
-  ></gf-transactions-table>
+  ></gf-activities-table>
 </div>
 
 <gf-dialog-footer

apps/client/src/app/components/position/position-detail-dialog/position-detail-dialog.module.ts

@@ -4,7 +4,7 @@ import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule } from '@angular/material/dialog';
 import { GfDialogFooterModule } from '@ghostfolio/client/components/dialog-footer/dialog-footer.module';
 import { GfDialogHeaderModule } from '@ghostfolio/client/components/dialog-header/dialog-header.module';
-import { GfTransactionsTableModule } from '@ghostfolio/client/components/transactions-table/transactions-table.module';
+import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 import { GfLineChartModule } from '@ghostfolio/ui/line-chart/line-chart.module';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@@ -16,10 +16,10 @@ import { PositionDetailDialog } from './position-detail-dialog.component';
   exports: [],
   imports: [
     CommonModule,
+    GfActivitiesTableModule,
     GfDialogFooterModule,
     GfDialogHeaderModule,
     GfLineChartModule,
-    GfTransactionsTableModule,
     GfValueModule,
     MatButtonModule,
     MatDialogModule,

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

@@ -123,7 +123,12 @@
   }"
 ></ngx-skeleton-loader>
 
-<div *ngIf="dataSource.data.length === 0 && !isLoading" class="p-3 text-center">
+<div
+  *ngIf="
+    dataSource.data.length === 0 && hasPermissionToCreateOrder && !isLoading
+  "
+  class="p-3 text-center"
+>
   <gf-no-transactions-info-indicator
     [hasBorder]="false"
   ></gf-no-transactions-info-indicator>

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

@@ -9,16 +9,13 @@ import {
   Output,
   ViewChild
 } from '@angular/core';
-import { MatDialog } from '@angular/material/dialog';
 import { MatPaginator } from '@angular/material/paginator';
 import { MatSort } from '@angular/material/sort';
 import { MatTableDataSource } from '@angular/material/table';
-import { ActivatedRoute, Router } from '@angular/router';
-import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
+import { Router } from '@angular/router';
 import { PortfolioPosition } from '@ghostfolio/common/interfaces';
 import { AssetClass, Order as OrderModel } from '@prisma/client';
 import { Subject, Subscription } from 'rxjs';
-import { takeUntil } from 'rxjs/operators';
 
 @Component({
   selector: 'gf-positions-table',
@@ -29,6 +26,7 @@ import { takeUntil } from 'rxjs/operators';
 export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
+  @Input() hasPermissionToCreateOrder: boolean;
   @Input() locale: string;
   @Input() positions: PortfolioPosition[];
 
@@ -48,21 +46,7 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
 
   private unsubscribeSubject = new Subject<void>();
 
-  public constructor(
-    private dialog: MatDialog,
-    private route: ActivatedRoute,
-    private router: Router
-  ) {
-    this.routeQueryParams = route.queryParams
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((params) => {
-        if (params['positionDetailDialog'] && params['symbol']) {
-          this.openPositionDialog({
-            symbol: params['symbol']
-          });
-        }
-      });
-  }
+  public constructor(private router: Router) {}
 
   public ngOnInit() {}
 
@@ -105,27 +89,6 @@ export class PositionsTableComponent implements OnChanges, OnDestroy, OnInit {
     });
   }
 
-  public openPositionDialog({ symbol }: { symbol: string }): void {
-    const dialogRef = this.dialog.open(PositionDetailDialog, {
-      autoFocus: false,
-      data: {
-        symbol,
-        baseCurrency: this.baseCurrency,
-        deviceType: this.deviceType,
-        locale: this.locale
-      },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
-      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
-    });
-
-    dialogRef
-      .afterClosed()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.router.navigate(['.'], { relativeTo: this.route });
-      });
-  }
-
   public ngOnDestroy() {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();

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

@@ -23,7 +23,10 @@
             [range]="range"
           ></gf-position>
         </ng-container>
-        <div *ngIf="!hasPositions" class="p-3 text-center">
+        <div
+          *ngIf="hasPermissionToCreateOrder && !hasPositions"
+          class="p-3 text-center"
+        >
           <gf-no-transactions-info-indicator
             [hasBorder]="false"
           ></gf-no-transactions-info-indicator>

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

@@ -17,6 +17,7 @@ import { Position } from '@ghostfolio/common/interfaces';
 export class PositionsComponent implements OnChanges, OnInit {
   @Input() baseCurrency: string;
   @Input() deviceType: string;
+  @Input() hasPermissionToCreateOrder: boolean;
   @Input() locale: string;
   @Input() positions: Position[];
   @Input() range: string;

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

@@ -1,7 +1,10 @@
 <div class="container p-0">
   <div class="row no-gutters">
     <div class="col">
-      <mat-card *ngIf="rules === null" class="my-2 text-center">
+      <mat-card
+        *ngIf="hasPermissionToCreateOrder && rules === null"
+        class="my-2 text-center"
+      >
         <gf-no-transactions-info-indicator
           [hasBorder]="false"
         ></gf-no-transactions-info-indicator>

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

@@ -8,6 +8,7 @@ import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
   styleUrls: ['./rules.component.scss']
 })
 export class RulesComponent {
+  @Input() hasPermissionToCreateOrder: boolean;
   @Input() rules: PortfolioReportRule;
 
   public constructor() {}

apps/client/src/app/core/auth.guard.ts

@@ -16,6 +16,8 @@ import { UserService } from '../services/user/user.service';
 export class AuthGuard implements CanActivate {
   private static PUBLIC_PAGE_ROUTES = [
     '/about',
+    '/about/changelog',
+    '/blog',
     '/de/blog',
     '/en/blog',
     '/p',

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

@@ -149,73 +149,23 @@
     </div>
   </div>
 
-  <div *ngIf="hasPermissionForBlog" class="mb-5 row">
-    <div class="col">
-      <h3 class="mb-3 text-center" i18n>Blog</h3>
-      <mat-card class="blog-container">
-        <mat-card-content>
-          <div class="container p-0">
-            <div class="flex-nowrap mb-3 no-gutters row">
-              <a
-                class="d-flex w-100"
-                [routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
-              >
-                <div class="flex-grow-1">
-                  <div class="h6 m-0 text-truncate">Hello Ghostfolio</div>
-                  <div class="d-flex text-muted">31.07.2021</div>
-                </div>
-                <div class="align-items-center d-flex">
-                  <ion-icon
-                    class="chevron text-muted"
-                    name="chevron-forward-outline"
-                    size="small"
-                  ></ion-icon>
-                </div>
-              </a>
-            </div>
-            <div class="flex-nowrap no-gutters row">
-              <a
-                class="d-flex w-100"
-                [routerLink]="['/de', 'blog', '2021', '07', 'hallo-ghostfolio']"
-              >
-                <div class="flex-grow-1">
-                  <div class="h6 m-0 text-truncate">Hallo Ghostfolio</div>
-                  <div class="d-flex text-muted">31.07.2021</div>
-                </div>
-                <div class="align-items-center d-flex">
-                  <ion-icon
-                    class="chevron text-muted"
-                    name="chevron-forward-outline"
-                    size="small"
-                  ></ion-icon>
-                </div>
-              </a>
-            </div>
-          </div>
-        </mat-card-content>
-      </mat-card>
-    </div>
-  </div>
-
-  <div class="mb-5 row">
-    <div class="col">
-      <h3 class="mb-3 text-center" i18n>Changelog</h3>
-      <mat-card class="changelog">
-        <mat-card-content>
-          <markdown [src]="'assets/CHANGELOG.md'"></markdown>
-        </mat-card-content>
-      </mat-card>
-    </div>
-  </div>
-
   <div class="row">
-    <div class="col">
-      <h3 class="mb-3 text-center" i18n>License</h3>
-      <mat-card>
-        <mat-card-content>
-          <markdown [src]="'assets/LICENSE'"></markdown>
-        </mat-card-content>
-      </mat-card>
+    <div *ngIf="hasPermissionForBlog" class="col-md-6 col-xs-12 my-2">
+      <a class="py-2 w-100" i18n mat-stroked-button [routerLink]="['/blog']"
+        >Blog</a
+      >
+    </div>
+    <div
+      class="col-md-6 col-xs-12 my-2"
+      [ngClass]="{ 'offset-md-3': !hasPermissionForBlog }"
+    >
+      <a
+        class="py-2 w-100"
+        i18n
+        mat-stroked-button
+        [routerLink]="['/about', 'changelog']"
+        >Changelog & License</a
+      >
     </div>
   </div>
 </div>

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

@@ -2,7 +2,6 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
-import { MarkdownModule } from 'ngx-markdown';
 
 import { AboutPageRoutingModule } from './about-page-routing.module';
 import { AboutPageComponent } from './about-page.component';
@@ -13,7 +12,6 @@ import { AboutPageComponent } from './about-page.component';
   imports: [
     AboutPageRoutingModule,
     CommonModule,
-    MarkdownModule.forChild(),
     MatButtonModule,
     MatCardModule
   ],

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

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

apps/client/src/app/pages/about/changelog/changelog-page.component.ts

@@ -0,0 +1,22 @@
+import { Component, OnDestroy } from '@angular/core';
+import { Subject } from 'rxjs';
+
+@Component({
+  host: { class: 'mb-5' },
+  selector: 'gf-changelog-page',
+  styleUrls: ['./changelog-page.scss'],
+  templateUrl: './changelog-page.html'
+})
+export class ChangelogPageComponent implements OnDestroy {
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor() {}
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

apps/client/src/app/pages/about/changelog/changelog-page.html

@@ -0,0 +1,23 @@
+<div class="container">
+  <div class="mb-5 row">
+    <div class="col">
+      <h3 class="mb-3 text-center" i18n>Changelog</h3>
+      <mat-card class="changelog">
+        <mat-card-content>
+          <markdown [src]="'assets/CHANGELOG.md'"></markdown>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+
+  <div class="row">
+    <div class="col">
+      <h3 class="mb-3 text-center" i18n>License</h3>
+      <mat-card>
+        <mat-card-content>
+          <markdown [src]="'assets/LICENSE'"></markdown>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+</div>

apps/client/src/app/pages/about/changelog/changelog-page.module.ts

@@ -0,0 +1,19 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatCardModule } from '@angular/material/card';
+import { MarkdownModule } from 'ngx-markdown';
+
+import { ChangelogPageRoutingModule } from './changelog-page-routing.module';
+import { ChangelogPageComponent } from './changelog-page.component';
+
+@NgModule({
+  declarations: [ChangelogPageComponent],
+  imports: [
+    ChangelogPageRoutingModule,
+    CommonModule,
+    MarkdownModule.forChild(),
+    MatCardModule
+  ],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class ChangelogPageModule {}

apps/client/src/app/pages/about/changelog/changelog-page.scss

@@ -0,0 +1,44 @@
+:host {
+  color: rgb(var(--dark-primary-text));
+  display: block;
+
+  .mat-card {
+    &.changelog {
+      a {
+        color: rgba(var(--palette-primary-500), 1);
+        font-weight: 500;
+
+        &:hover {
+          color: rgba(var(--palette-primary-300), 1);
+        }
+      }
+    }
+
+    &.changelog {
+      ::ng-deep {
+        markdown {
+          h1,
+          p {
+            display: none;
+          }
+
+          h2 {
+            font-size: 18px;
+
+            &:not(:first-of-type) {
+              margin-top: 2rem;
+            }
+          }
+
+          h3 {
+            font-size: 15px;
+          }
+        }
+      }
+    }
+  }
+}
+
+:host-context(.is-dark-theme) {
+  color: rgb(var(--light-primary-text));
+}

apps/client/src/app/pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.html

@@ -1,6 +1,6 @@
 <div class="blog container">
   <div class="row">
-    <div class="col">
+    <div class="col-md-8 offset-md-2">
       <article>
         <div class="mb-4 text-center">
           <h1 class="mb-1" i18n>Hallo Ghostfolio 👋</h1>
@@ -141,58 +141,59 @@
         </section>
         <section class="mb-4">
           <ul class="list-inline">
-            <li class="h5">
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Aktie</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Altersvorsorge</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Anlage</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2">App</span>
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Cryptocurrency</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2">ETF</span>
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Feedback</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Fintech</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Ghostfolio</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Investition</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Open Source</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2">OSS</span>
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Portfolio</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Software</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Strategie</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Trading</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >TypeScript</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Vermögen</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Wealth Management</span
-              >
+            <li class="list-inline-item">
+              <span class="badge badge-light">Aktie</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Altersvorsorge</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Anlage</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">App</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Cryptocurrency</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Feedback</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fintech</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investition</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Open Source</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">OSS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Software</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Strategie</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Trading</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">TypeScript</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Vermögen</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth Management</span>
             </li>
           </ul>
         </section>

apps/client/src/app/pages/blog/2021/07/hallo-ghostfolio/hallo-ghostfolio-page.module.ts

@@ -7,9 +7,7 @@ import { HalloGhostfolioPageComponent } from './hallo-ghostfolio-page.component'
 
 @NgModule({
   declarations: [HalloGhostfolioPageComponent],
-  exports: [],
   imports: [CommonModule, HalloGhostfolioPageRoutingModule, RouterModule],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class HalloGhostfolioPageModule {}

apps/client/src/app/pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.html

@@ -1,6 +1,6 @@
 <div class="blog container">
   <div class="row">
-    <div class="col">
+    <div class="col-md-8 offset-md-2">
       <article>
         <div class="mb-4 text-center">
           <h1 class="mb-1" i18n>Hello Ghostfolio 👋</h1>
@@ -136,42 +136,44 @@
         </section>
         <section class="mb-4">
           <ul class="list-inline">
-            <li class="h5">
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Cryptocurrency</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2">ETF</span>
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Fintech</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Ghostfolio</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Investment</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Open Source</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2">OSS</span>
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Portfolio</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Software</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Stock</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Strategy</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Wealth</span
-              >
-              <span class="badge badge-light font-weight-normal mr-2"
-                >Wealth Management</span
-              >
+            <li class="list-inline-item">
+              <span class="badge badge-light">Cryptocurrency</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">ETF</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fintech</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investment</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Open Source</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">OSS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Software</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Stock</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Strategy</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth Management</span>
             </li>
           </ul>
         </section>

apps/client/src/app/pages/blog/2021/07/hello-ghostfolio/hello-ghostfolio-page.module.ts

@@ -7,9 +7,7 @@ import { HelloGhostfolioPageComponent } from './hello-ghostfolio-page.component'
 
 @NgModule({
   declarations: [HelloGhostfolioPageComponent],
-  exports: [],
   imports: [CommonModule, HelloGhostfolioPageRoutingModule, RouterModule],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
 export class HelloGhostfolioPageModule {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page-routing.module.ts

@@ -0,0 +1,19 @@
+import { NgModule } from '@angular/core';
+import { RouterModule, Routes } from '@angular/router';
+import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
+
+import { FirstMonthsInOpenSourcePageComponent } from './first-months-in-open-source-page.component';
+
+const routes: Routes = [
+  {
+    path: '',
+    component: FirstMonthsInOpenSourcePageComponent,
+    canActivate: [AuthGuard]
+  }
+];
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class FirstMonthsInOpenSourceRoutingModule {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.component.ts

@@ -0,0 +1,9 @@
+import { Component } from '@angular/core';
+
+@Component({
+  host: { class: 'mb-5' },
+  selector: 'gf-first-months-in-open-source-page',
+  styleUrls: ['./first-months-in-open-source-page.scss'],
+  templateUrl: './first-months-in-open-source-page.html'
+})
+export class FirstMonthsInOpenSourcePageComponent {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.html

@@ -0,0 +1,185 @@
+<div class="blog container">
+  <div class="row">
+    <div class="col-md-8 offset-md-2">
+      <article>
+        <div class="mb-4 text-center">
+          <h1 class="mb-1" i18n>
+            👻 Ghostfolio –
+            <span class="text-nowrap">First months in Open Source</span>
+          </h1>
+          <div class="text-muted"><small>05.01.2022</small></div>
+        </div>
+        <section class="mb-4">
+          <p>
+            In this article I would like to recap the first months running the
+            open source project <a href="https://ghostfol.io">Ghostfolio</a>, a
+            web-based personal finance management software.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">From 1* to 100 stars on GitHub</h2>
+          <p>
+            When I decided to
+            <a [routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
+              >publish</a
+            >
+            the project as
+            <a href="https://github.com/ghostfolio/ghostfolio"
+              >open source software</a
+            >
+            (OSS), I did not know what exactly to expect. In the worst case,
+            nobody would care. And in the best case, the repository would be
+            overrun with contributions. The truth is probably somewhere in
+            between.
+          </p>
+          <p>
+            In the beginning, it felt quite weird to develop in public where
+            anyone can observe the progress. Stupid mistakes remain visible
+            forever. But this feeling, fortunately, quickly settled. I believe
+            the benefits like all the learning clearly outweigh the drawbacks
+            when you just do it.
+          </p>
+          <p>
+            At the end of 2021, Ghostfolio reached an important milestone:
+            <a href="https://twitter.com/ghostfolio_/status/1470075774640218121"
+              >100 stars</a
+            >
+            on GitHub. This is really exciting with almost no marketing. I am a
+            technical founder, so I prefer writing code over anything else. But
+            there is so much more to make this project happen: writing
+            documentation, maintaining bug reports and feature requests,
+            supporting users and managing the community, keeping the SaaS
+            running, etc.
+          </p>
+          <p>
+            Reaching 100 stars will not only attract very early adopters, but
+            also the early adopters. At the same time, the demands and
+            expectations are also increasing.
+          </p>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">What is new?</h2>
+          <p>
+            During the last months, Ghostfolio has transformed from a one man
+            project into a prospering wealth management application with 9
+            contributors and counting. User feedback has directly shaped the
+            direction of the product development.
+          </p>
+          <p>These are some selected key features:</p>
+          <ul>
+            <li>
+              Simplified self-hosting with an
+              <a href="https://hub.docker.com/r/ghostfolio/ghostfolio"
+                >official Ghostfolio docker image</a
+              >
+              on Docker Hub
+            </li>
+            <li>Improved import for activities (transactions and dividend)</li>
+            <li>Enriched market data for ETFs (region and industries)</li>
+          </ul>
+        </section>
+        <section class="mb-4">
+          <h2 class="h4">What is coming?</h2>
+          <p>Here is a brief overview of what I am planning in 2022.</p>
+          <p>
+            The goal remains to offer a simple and solid software to manage
+            personal finances. Thus, the main focus is on the core
+            functionality.
+          </p>
+          <p>
+            My personal goal is to reach break-even with the Saas offering (<a
+              [routerLink]="['/pricing']"
+              >Ghostfolio Premium</a
+            >) and regularly report about the progress and my learnings on this
+            exciting journey.
+          </p>
+          <p>
+            I have already started to build a
+            <a
+              href="https://join.slack.com/t/ghostfolio/shared_invite/zt-vsaan64h-F_I0fEo5M0P88lP9ibCxFg"
+              >community</a
+            >
+            of users. In the future, I would like to involve more contributors
+            to further extend the functionality of Ghostfolio (e.g. with new
+            reports). Get in touch with me by email at
+            <a href="mailto:hi@ghostfol.io">hi@ghostfol.io</a> or on Twitter
+            <a href="https://twitter.com/ghostfolio_">@ghostfolio_</a> if you
+            are interested, I’m happy to discuss ideas.
+          </p>
+          <p>
+            I would like to say thank you for all your feedback and support
+            during the last months.
+          </p>
+          <p>
+            Have a great start into the new year and happy investing<br />
+            Thomas from Ghostfolio
+          </p>
+        </section>
+        <section class="mb-4">
+          <p>* Pro Tip: add the first star to your own open source project</p>
+        </section>
+        <section class="mb-4">
+          <ul class="list-inline">
+            <li class="list-inline-item">
+              <span class="badge badge-light">BuildInPublic</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Community</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Cryptocurrency</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Docker</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">ETF</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Fintech</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Ghostfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Image</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Investment</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Open Source</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">OSS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Portfolio</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Progress</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">SaaS</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Software</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Stock</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Strategy</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth</span>
+            </li>
+            <li class="list-inline-item">
+              <span class="badge badge-light">Wealth Management</span>
+            </li>
+          </ul>
+        </section>
+      </article>
+    </div>
+  </div>
+</div>

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.module.ts

@@ -0,0 +1,13 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { RouterModule } from '@angular/router';
+
+import { FirstMonthsInOpenSourceRoutingModule } from './first-months-in-open-source-page-routing.module';
+import { FirstMonthsInOpenSourcePageComponent } from './first-months-in-open-source-page.component';
+
+@NgModule({
+  declarations: [FirstMonthsInOpenSourcePageComponent],
+  imports: [CommonModule, FirstMonthsInOpenSourceRoutingModule, RouterModule],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class FirstMonthsInOpenSourcePageModule {}

apps/client/src/app/pages/blog/2022/01/first-months-in-open-source/first-months-in-open-source-page.scss

@@ -0,0 +1,3 @@
+:host {
+  display: block;
+}

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

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

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

@@ -0,0 +1,22 @@
+import { Component, OnDestroy } from '@angular/core';
+import { Subject } from 'rxjs';
+
+@Component({
+  host: { class: 'mb-5' },
+  selector: 'gf-blog-page',
+  styleUrls: ['./blog-page.scss'],
+  templateUrl: './blog-page.html'
+})
+export class BlogPageComponent implements OnDestroy {
+  private unsubscribeSubject = new Subject<void>();
+
+  /**
+   * @constructor
+   */
+  public constructor() {}
+
+  public ngOnDestroy() {
+    this.unsubscribeSubject.next();
+    this.unsubscribeSubject.complete();
+  }
+}

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

@@ -0,0 +1,69 @@
+<div class="container">
+  <div class="mb-5 row">
+    <div class="col">
+      <h3 class="mb-3 text-center" i18n>Blog</h3>
+      <mat-card class="blog-container">
+        <mat-card-content>
+          <div class="container p-0">
+            <div class="flex-nowrap mb-3 no-gutters row">
+              <a
+                class="d-flex w-100"
+                [routerLink]="['/en', 'blog', '2022', '01', 'ghostfolio-first-months-in-open-source']"
+              >
+                <div class="flex-grow-1">
+                  <div class="h6 m-0 text-truncate">
+                    First months in Open Source
+                  </div>
+                  <div class="d-flex text-muted">05.01.2021</div>
+                </div>
+                <div class="align-items-center d-flex">
+                  <ion-icon
+                    class="chevron text-muted"
+                    name="chevron-forward-outline"
+                    size="small"
+                  ></ion-icon>
+                </div>
+              </a>
+            </div>
+            <div class="flex-nowrap mb-3 no-gutters row">
+              <a
+                class="d-flex w-100"
+                [routerLink]="['/en', 'blog', '2021', '07', 'hello-ghostfolio']"
+              >
+                <div class="flex-grow-1">
+                  <div class="h6 m-0 text-truncate">Hello Ghostfolio</div>
+                  <div class="d-flex text-muted">31.07.2021</div>
+                </div>
+                <div class="align-items-center d-flex">
+                  <ion-icon
+                    class="chevron text-muted"
+                    name="chevron-forward-outline"
+                    size="small"
+                  ></ion-icon>
+                </div>
+              </a>
+            </div>
+            <div class="flex-nowrap no-gutters row">
+              <a
+                class="d-flex w-100"
+                [routerLink]="['/de', 'blog', '2021', '07', 'hallo-ghostfolio']"
+              >
+                <div class="flex-grow-1">
+                  <div class="h6 m-0 text-truncate">Hallo Ghostfolio</div>
+                  <div class="d-flex text-muted">31.07.2021</div>
+                </div>
+                <div class="align-items-center d-flex">
+                  <ion-icon
+                    class="chevron text-muted"
+                    name="chevron-forward-outline"
+                    size="small"
+                  ></ion-icon>
+                </div>
+              </a>
+            </div>
+          </div>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
+</div>

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

@@ -0,0 +1,13 @@
+import { CommonModule } from '@angular/common';
+import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
+import { MatCardModule } from '@angular/material/card';
+
+import { BlogPageRoutingModule } from './blog-page-routing.module';
+import { BlogPageComponent } from './blog-page.component';
+
+@NgModule({
+  declarations: [BlogPageComponent],
+  imports: [BlogPageRoutingModule, CommonModule, MatCardModule],
+  schemas: [CUSTOM_ELEMENTS_SCHEMA]
+})
+export class BlogPageModule {}

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

@@ -0,0 +1,8 @@
+:host {
+  color: rgb(var(--dark-primary-text));
+  display: block;
+}
+
+:host-context(.is-dark-theme) {
+  color: rgb(var(--light-primary-text));
+}

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

@@ -1,4 +1,7 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
+import { MatDialog } from '@angular/material/dialog';
+import { ActivatedRoute, Router } from '@angular/router';
+import { PositionDetailDialog } from '@ghostfolio/client/components/position/position-detail-dialog/position-detail-dialog.component';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
@@ -9,10 +12,11 @@ import {
   PortfolioPosition,
   User
 } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { ToggleOption } from '@ghostfolio/common/types';
 import { AssetClass } from '@prisma/client';
 import { DeviceDetectorService } from 'ngx-device-detector';
-import { Subject } from 'rxjs';
+import { Subject, Subscription } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
 @Component({
@@ -33,6 +37,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
   };
   public deviceType: string;
   public hasImpersonationId: boolean;
+  public hasPermissionToCreateOrder: boolean;
   public period = 'current';
   public periodOptions: ToggleOption[] = [
     { label: 'Initial', value: 'original' },
@@ -51,6 +56,7 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     >;
   };
   public positionsArray: PortfolioPosition[];
+  public routeQueryParams: Subscription;
   public sectors: {
     [name: string]: { name: string; value: number };
   };
@@ -69,9 +75,22 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     private changeDetectorRef: ChangeDetectorRef,
     private dataService: DataService,
     private deviceService: DeviceDetectorService,
+    private dialog: MatDialog,
     private impersonationStorageService: ImpersonationStorageService,
+    private route: ActivatedRoute,
+    private router: Router,
     private userService: UserService
-  ) {}
+  ) {
+    this.routeQueryParams = route.queryParams
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((params) => {
+        if (params['positionDetailDialog'] && params['symbol']) {
+          this.openPositionDialog({
+            symbol: params['symbol']
+          });
+        }
+      });
+  }
 
   /**
    * Initializes the controller
@@ -103,6 +122,11 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
         if (state?.user) {
           this.user = state.user;
 
+          this.hasPermissionToCreateOrder = hasPermission(
+            this.user.permissions,
+            permissions.createOrder
+          );
+
           this.changeDetectorRef.markForCheck();
         }
       });
@@ -266,4 +290,32 @@ export class AllocationsPageComponent implements OnDestroy, OnInit {
     this.unsubscribeSubject.next();
     this.unsubscribeSubject.complete();
   }
+
+  private openPositionDialog({ symbol }: { symbol: string }) {
+    this.userService
+      .get()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((user) => {
+        this.user = user;
+
+        const dialogRef = this.dialog.open(PositionDetailDialog, {
+          autoFocus: false,
+          data: {
+            symbol,
+            baseCurrency: this.user?.settings?.baseCurrency,
+            deviceType: this.deviceType,
+            locale: this.user?.settings?.locale
+          },
+          height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+          width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+        });
+
+        dialogRef
+          .afterClosed()
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.router.navigate(['.'], { relativeTo: this.route });
+          });
+      });
+  }
 }

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

@@ -197,6 +197,7 @@
       <gf-positions-table
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"
+        [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
         [locale]="user?.settings?.locale"
         [positions]="positionsArray"
       ></gf-positions-table>

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

@@ -2,9 +2,10 @@ import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
 import { ImpersonationStorageService } from '@ghostfolio/client/services/impersonation-storage.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
-import { PortfolioPosition, User } from '@ghostfolio/common/interfaces';
+import { Position, User } from '@ghostfolio/common/interfaces';
 import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
-import { ToggleOption } from '@ghostfolio/common/types';
+import { differenceInDays } from 'date-fns';
+import { sortBy } from 'lodash';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
@@ -16,28 +17,12 @@ import { takeUntil } from 'rxjs/operators';
   templateUrl: './analysis-page.html'
 })
 export class AnalysisPageComponent implements OnDestroy, OnInit {
-  public accounts: {
-    [symbol: string]: Pick<PortfolioPosition, 'name'> & { value: number };
-  };
-  public continents: {
-    [code: string]: { name: string; value: number };
-  };
-  public countries: {
-    [code: string]: { name: string; value: number };
-  };
+  public bottom3: Position[];
+  public daysInMarket: number;
   public deviceType: string;
   public hasImpersonationId: boolean;
-  public period = 'current';
-  public periodOptions: ToggleOption[] = [
-    { label: 'Initial', value: 'original' },
-    { label: 'Current', value: 'current' }
-  ];
   public investments: InvestmentItem[];
-  public portfolioPositions: { [symbol: string]: PortfolioPosition };
-  public positions: { [symbol: string]: any };
-  public sectors: {
-    [name: string]: { name: string; value: number };
-  };
+  public top3: Position[];
   public user: User;
 
   private unsubscribeSubject = new Subject<void>();
@@ -69,8 +54,29 @@ export class AnalysisPageComponent implements OnDestroy, OnInit {
     this.dataService
       .fetchInvestments()
       .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe((response) => {
-        this.investments = response;
+      .subscribe(({ firstOrderDate, investments }) => {
+        this.daysInMarket = differenceInDays(new Date(), firstOrderDate);
+        this.investments = investments;
+
+        this.changeDetectorRef.markForCheck();
+      });
+
+    this.dataService
+      .fetchPositions({ range: 'max' })
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe(({ positions }) => {
+        const positionsSorted = sortBy(
+          positions,
+          'netPerformancePercentage'
+        ).reverse();
+
+        this.top3 = positionsSorted.slice(0, 3);
+
+        if (positions?.length > 3) {
+          this.bottom3 = positionsSorted.slice(-3).reverse();
+        } else {
+          this.bottom3 = [];
+        }
 
         this.changeDetectorRef.markForCheck();
       });

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

@@ -5,16 +5,96 @@
       <mat-card class="mb-3">
         <mat-card-header>
           <mat-card-title class="align-items-center d-flex" i18n
-            >Timeline</mat-card-title
+            >Investment Timeline</mat-card-title
           >
         </mat-card-header>
         <mat-card-content>
           <gf-investment-chart
             class="h-100"
+            [daysInMarket]="daysInMarket"
+            [isInPercent]="hasImpersonationId || user.settings.isRestrictedView"
             [investments]="investments"
           ></gf-investment-chart>
         </mat-card-content>
       </mat-card>
     </div>
   </div>
+
+  <div class="row">
+    <div class="col-md-6">
+      <mat-card class="mb-3">
+        <mat-card-header>
+          <mat-card-title class="align-items-center d-flex" i18n
+            >Top 3</mat-card-title
+          >
+        </mat-card-header>
+        <mat-card-content>
+          <div *ngFor="let position of top3; let i = index" class="d-flex py-1">
+            <div class="flex-grow-1 mr-2 text-truncate">
+              {{ i + 1 }}. {{ position.name }}
+            </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [colorizeSign]="true"
+                [isPercent]="true"
+                [locale]="user?.settings?.locale"
+                [value]="position.netPerformancePercentage"
+              ></gf-value>
+            </div>
+          </div>
+          <div>
+            <ngx-skeleton-loader
+              *ngIf="!top3"
+              animation="pulse"
+              [theme]="{
+                height: '1.5rem',
+                width: '100%'
+              }"
+            ></ngx-skeleton-loader>
+          </div>
+        </mat-card-content>
+      </mat-card>
+    </div>
+    <div class="col-md-6">
+      <mat-card class="mb-3">
+        <mat-card-header>
+          <mat-card-title class="align-items-center d-flex" i18n
+            >Bottom 3</mat-card-title
+          >
+        </mat-card-header>
+        <mat-card-content>
+          <div
+            *ngFor="let position of bottom3; let i = index"
+            class="d-flex py-1"
+          >
+            <div class="flex-grow-1 mr-2 text-truncate">
+              {{ i + 1 }}. {{ position.name }}
+            </div>
+            <div class="d-flex justify-content-end">
+              <gf-value
+                class="justify-content-end"
+                position="end"
+                [colorizeSign]="true"
+                [isPercent]="true"
+                [locale]="user?.settings?.locale"
+                [value]="position.netPerformancePercentage"
+              ></gf-value>
+            </div>
+          </div>
+          <div>
+            <ngx-skeleton-loader
+              *ngIf="!bottom3"
+              animation="pulse"
+              [theme]="{
+                height: '1.5rem',
+                width: '100%'
+              }"
+            ></ngx-skeleton-loader>
+          </div>
+        </mat-card-content>
+      </mat-card>
+    </div>
+  </div>
 </div>

apps/client/src/app/pages/portfolio/analysis/analysis-page.module.ts

@@ -2,6 +2,8 @@ import { CommonModule } from '@angular/common';
 import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatCardModule } from '@angular/material/card';
 import { GfInvestmentChartModule } from '@ghostfolio/client/components/investment-chart/investment-chart.module';
+import { GfValueModule } from '@ghostfolio/ui/value';
+import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
 import { AnalysisPageRoutingModule } from './analysis-page-routing.module';
 import { AnalysisPageComponent } from './analysis-page.component';
@@ -13,7 +15,9 @@ import { AnalysisPageComponent } from './analysis-page.component';
     AnalysisPageRoutingModule,
     CommonModule,
     GfInvestmentChartModule,
-    MatCardModule
+    GfValueModule,
+    MatCardModule,
+    NgxSkeletonLoaderModule
   ],
   providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]

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

@@ -3,16 +3,16 @@
   <div class="row">
     <div class="col-xs-12 col-md-6">
       <mat-card class="mb-3">
-        <h4 i18n>Transactions</h4>
-        <p class="mb-0">Manage your transactions.</p>
+        <h4 i18n>Activities</h4>
+        <p class="mb-0">Manage your activities.</p>
         <p class="text-right">
           <a
             color="primary"
-            i18n
             mat-button
-            [routerLink]="['/portfolio', 'transactions']"
+            [routerLink]="['/portfolio', 'activities']"
           >
-            Open Transactions →
+            <span i18n>Open Activities</span>
+            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
           </a>
         </p>
       </mat-card>
@@ -31,12 +31,12 @@
         <p class="text-right">
           <a
             color="primary"
-            i18n
             mat-button
             [disabled]="hasPermissionForSubscription && user?.settings?.viewMode !== 'DEFAULT'"
             [routerLink]="['/portfolio', 'allocations']"
           >
-            Open Allocations →
+            <span i18n>Open Allocations</span>
+            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
           </a>
         </p>
       </mat-card>
@@ -57,12 +57,12 @@
         <p class="text-right">
           <a
             color="primary"
-            i18n
             mat-button
             [disabled]="hasPermissionForSubscription && user?.settings?.viewMode !== 'DEFAULT'"
             [routerLink]="['/portfolio', 'analysis']"
           >
-            Open Analysis →
+            <span i18n>Open Analysis</span>
+            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
           </a>
         </p>
       </mat-card>
@@ -84,12 +84,12 @@
         <p class="text-right">
           <a
             color="primary"
-            i18n
             mat-button
             [disabled]="hasPermissionForSubscription && user?.settings?.viewMode !== 'DEFAULT'"
             [routerLink]="['/portfolio', 'report']"
           >
-            Open X-ray →
+            <span i18n>Open X-ray</span>
+            <ion-icon class="ml-1" name="arrow-forward-outline"></ion-icon>
           </a>
         </p>
       </mat-card>

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

@@ -1,6 +1,8 @@
 import { ChangeDetectorRef, Component, OnDestroy, OnInit } from '@angular/core';
 import { DataService } from '@ghostfolio/client/services/data.service';
-import { PortfolioReportRule } from '@ghostfolio/common/interfaces';
+import { UserService } from '@ghostfolio/client/services/user/user.service';
+import { PortfolioReportRule, User } from '@ghostfolio/common/interfaces';
+import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { Subject } from 'rxjs';
 import { takeUntil } from 'rxjs/operators';
 
@@ -14,6 +16,8 @@ export class ReportPageComponent implements OnDestroy, OnInit {
   public accountClusterRiskRules: PortfolioReportRule[];
   public currencyClusterRiskRules: PortfolioReportRule[];
   public feeRules: PortfolioReportRule[];
+  public hasPermissionToCreateOrder: boolean;
+  public user: User;
 
   private unsubscribeSubject = new Subject<void>();
 
@@ -22,7 +26,8 @@ export class ReportPageComponent implements OnDestroy, OnInit {
    */
   public constructor(
     private changeDetectorRef: ChangeDetectorRef,
-    private dataService: DataService
+    private dataService: DataService,
+    private userService: UserService
   ) {}
 
   /**
@@ -41,6 +46,21 @@ export class ReportPageComponent implements OnDestroy, OnInit {
 
         this.changeDetectorRef.markForCheck();
       });
+
+    this.userService.stateChanged
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((state) => {
+        if (state?.user) {
+          this.user = state.user;
+
+          this.hasPermissionToCreateOrder = hasPermission(
+            this.user.permissions,
+            permissions.createOrder
+          );
+
+          this.changeDetectorRef.markForCheck();
+        }
+      });
   }
 
   public ngOnDestroy() {

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

@@ -15,15 +15,24 @@
       </p>
       <div class="mb-4">
         <h4 class="m-0" i18n>Currency Cluster Risks</h4>
-        <gf-rules [rules]="currencyClusterRiskRules"></gf-rules>
+        <gf-rules
+          [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
+          [rules]="currencyClusterRiskRules"
+        ></gf-rules>
       </div>
       <div class="mb-4">
         <h4 class="m-0" i18n>Account Cluster Risks</h4>
-        <gf-rules [rules]="accountClusterRiskRules"></gf-rules>
+        <gf-rules
+          [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
+          [rules]="accountClusterRiskRules"
+        ></gf-rules>
       </div>
       <div>
         <h4 class="m-0" i18n>Fees</h4>
-        <gf-rules [rules]="feeRules"></gf-rules>
+        <gf-rules
+          [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
+          [rules]="feeRules"
+        ></gf-rules>
       </div>
     </div>
   </div>

apps/client/src/app/pages/portfolio/transactions/create-or-update-transaction-dialog/create-or-update-transaction-dialog.html

@@ -1,6 +1,6 @@
 <form #addTransactionForm="ngForm" class="d-flex flex-column h-100">
-  <h1 *ngIf="data.transaction.id" mat-dialog-title i18n>Update transaction</h1>
-  <h1 *ngIf="!data.transaction.id" mat-dialog-title i18n>Add transaction</h1>
+  <h1 *ngIf="data.transaction.id" mat-dialog-title i18n>Update activity</h1>
+  <h1 *ngIf="!data.transaction.id" mat-dialog-title i18n>Add activity</h1>
   <div class="flex-grow-1" mat-dialog-content>
     <div>
       <mat-form-field appearance="outline" class="w-100">

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

@@ -62,7 +62,7 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
     this.routeQueryParams = route.queryParams
       .pipe(takeUntil(this.unsubscribeSubject))
       .subscribe((params) => {
-        if (params['createDialog'] && this.hasPermissionToCreateOrder) {
+        if (params['createDialog']) {
           this.openCreateTransactionDialog();
         } else if (params['editDialog']) {
           if (this.transactions) {
@@ -255,27 +255,6 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
     });
   }
 
-  public openPositionDialog({ symbol }: { symbol: string }): void {
-    const dialogRef = this.dialog.open(PositionDetailDialog, {
-      autoFocus: false,
-      data: {
-        symbol,
-        baseCurrency: this.user?.settings?.baseCurrency,
-        deviceType: this.deviceType,
-        locale: this.user?.settings?.locale
-      },
-      height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
-      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
-    });
-
-    dialogRef
-      .afterClosed()
-      .pipe(takeUntil(this.unsubscribeSubject))
-      .subscribe(() => {
-        this.router.navigate(['.'], { relativeTo: this.route });
-      });
-  }
-
   public openUpdateTransactionDialog({
     accountId,
     currency,
@@ -412,4 +391,32 @@ export class TransactionsPageComponent implements OnDestroy, OnInit {
         this.router.navigate(['.'], { relativeTo: this.route });
       });
   }
+
+  private openPositionDialog({ symbol }: { symbol: string }) {
+    this.userService
+      .get()
+      .pipe(takeUntil(this.unsubscribeSubject))
+      .subscribe((user) => {
+        this.user = user;
+
+        const dialogRef = this.dialog.open(PositionDetailDialog, {
+          autoFocus: false,
+          data: {
+            symbol,
+            baseCurrency: this.user?.settings?.baseCurrency,
+            deviceType: this.deviceType,
+            locale: this.user?.settings?.locale
+          },
+          height: this.deviceType === 'mobile' ? '97.5vh' : '80vh',
+          width: this.deviceType === 'mobile' ? '100vw' : '50rem'
+        });
+
+        dialogRef
+          .afterClosed()
+          .pipe(takeUntil(this.unsubscribeSubject))
+          .subscribe(() => {
+            this.router.navigate(['.'], { relativeTo: this.route });
+          });
+      });
+  }
 }

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

@@ -1,21 +1,21 @@
 <div class="container">
   <div class="row mb-3">
     <div class="col">
-      <h3 class="d-flex justify-content-center mb-3" i18n>Transactions</h3>
-      <gf-transactions-table
+      <h3 class="d-flex justify-content-center mb-3" i18n>Activities</h3>
+      <gf-activities-table
+        [activities]="transactions"
         [baseCurrency]="user?.settings?.baseCurrency"
         [deviceType]="deviceType"
-        [hasPermissionToCreateOrder]="hasPermissionToCreateOrder"
-        [hasPermissionToImportOrders]="hasPermissionToImportOrders"
+        [hasPermissionToCreateActivity]="hasPermissionToCreateOrder"
+        [hasPermissionToImportActivities]="hasPermissionToImportOrders"
         [locale]="user?.settings?.locale"
         [showActions]="!hasImpersonationId && hasPermissionToDeleteOrder && !user.settings.isRestrictedView"
-        [transactions]="transactions"
+        (activityDeleted)="onDeleteTransaction($event)"
+        (activityToClone)="onCloneTransaction($event)"
+        (activityToUpdate)="onUpdateTransaction($event)"
         (export)="onExport()"
         (import)="onImport()"
-        (transactionDeleted)="onDeleteTransaction($event)"
-        (transactionToClone)="onCloneTransaction($event)"
-        (transactionToUpdate)="onUpdateTransaction($event)"
-      ></gf-transactions-table>
+      ></gf-activities-table>
     </div>
   </div>
 

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

@@ -3,8 +3,8 @@ import { CUSTOM_ELEMENTS_SCHEMA, NgModule } from '@angular/core';
 import { MatButtonModule } from '@angular/material/button';
 import { MatSnackBarModule } from '@angular/material/snack-bar';
 import { RouterModule } from '@angular/router';
-import { GfTransactionsTableModule } from '@ghostfolio/client/components/transactions-table/transactions-table.module';
 import { ImportTransactionsService } from '@ghostfolio/client/services/import-transactions.service';
+import { GfActivitiesTableModule } from '@ghostfolio/ui/activities-table/activities-table.module';
 
 import { GfCreateOrUpdateTransactionDialogModule } from './create-or-update-transaction-dialog/create-or-update-transaction-dialog.module';
 import { GfImportTransactionDialogModule } from './import-transaction-dialog/import-transaction-dialog.module';
@@ -16,9 +16,9 @@ import { TransactionsPageComponent } from './transactions-page.component';
   exports: [],
   imports: [
     CommonModule,
+    GfActivitiesTableModule,
     GfCreateOrUpdateTransactionDialogModule,
     GfImportTransactionDialogModule,
-    GfTransactionsTableModule,
     MatButtonModule,
     MatSnackBarModule,
     RouterModule,

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

@@ -20,6 +20,19 @@ export class AdminService {
     return this.http.post<void>(`/api/admin/gather/profile-data`, {});
   }
 
+  public gatherProfileDataBySymbol({
+    dataSource,
+    symbol
+  }: {
+    dataSource: DataSource;
+    symbol: string;
+  }) {
+    return this.http.post<void>(
+      `/api/admin/gather/profile-data/${dataSource}/${symbol}`,
+      {}
+    );
+  }
+
   public gatherSymbol({
     dataSource,
     date,

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

@@ -5,7 +5,6 @@ import { CreateAccountDto } from '@ghostfolio/api/app/account/create-account.dto
 import { UpdateAccountDto } from '@ghostfolio/api/app/account/update-account.dto';
 import { CreateOrderDto } from '@ghostfolio/api/app/order/create-order.dto';
 import { UpdateOrderDto } from '@ghostfolio/api/app/order/update-order.dto';
-import { PortfolioPositionDetail } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-position-detail.interface';
 import { PortfolioPositions } from '@ghostfolio/api/app/portfolio/interfaces/portfolio-positions.interface';
 import { LookupItem } from '@ghostfolio/api/app/symbol/interfaces/lookup-item.interface';
 import { SymbolItem } from '@ghostfolio/api/app/symbol/interfaces/symbol-item.interface';
@@ -23,13 +22,13 @@ import {
   InfoItem,
   PortfolioChart,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioPerformance,
   PortfolioPublicDetails,
   PortfolioReport,
   PortfolioSummary,
   User
 } from '@ghostfolio/common/interfaces';
-import { InvestmentItem } from '@ghostfolio/common/interfaces/investment-item.interface';
 import { permissions } from '@ghostfolio/common/permissions';
 import { DateRange } from '@ghostfolio/common/types';
 import { DataSource, Order as OrderModel } from '@prisma/client';
@@ -124,6 +123,18 @@ export class DataService {
     return info;
   }
 
+  public fetchInvestments(): Observable<PortfolioInvestments> {
+    return this.http.get<any>('/api/portfolio/investments').pipe(
+      map((response) => {
+        if (response.firstOrderDate) {
+          response.firstOrderDate = parseISO(response.firstOrderDate);
+        }
+
+        return response;
+      })
+    );
+  }
+
   public fetchSymbolItem({
     dataSource,
     includeHistoricalData = false,
@@ -170,10 +181,6 @@ export class DataService {
     );
   }
 
-  public fetchInvestments() {
-    return this.http.get<InvestmentItem[]>('/api/portfolio/investments');
-  }
-
   public fetchPortfolioDetails(aParams: { [param: string]: any }) {
     return this.http.get<PortfolioDetails>('/api/portfolio/details', {
       params: aParams

apps/client/src/assets/robots.txt

@@ -1,4 +1,5 @@
 User-agent: *
 Allow: /
+Disallow: /p/*
 
 Sitemap: https://ghostfol.io/sitemap.xml

apps/client/src/assets/sitemap.xml

@@ -6,30 +6,42 @@
             http://www.sitemaps.org/schemas/sitemap/0.9/sitemap.xsd">
   <url>
     <loc>https://ghostfol.io</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/about</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/about/changelog</loc>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/blog</loc>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/de/blog/2021/07/hallo-ghostfolio</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/en/blog/2021/07/hello-ghostfolio</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
+  </url>
+  <url>
+    <loc>https://ghostfol.io/en/blog/2022/01/ghostfolio-first-months-in-open-source</loc>
+    <lastmod>2022-01-05T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/pricing</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/register</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
   </url>
   <url>
     <loc>https://ghostfol.io/resources</loc>
-    <lastmod>2021-07-31T00:00:00+00:00</lastmod>
+    <lastmod>2022-01-01T00:00:00+00:00</lastmod>
   </url>
 </urlset>

apps/client/src/styles.scss

@@ -38,7 +38,7 @@ body {
 
   .blog {
     a {
-      color: rgba(var(--palette-primary-500), 1);
+      color: rgba(var(--palette-primary-500), 1) !important;
       font-weight: 500;
 
       &:hover {

libs/common/src/lib/config.ts

@@ -10,6 +10,8 @@ export const defaultDateRangeOptions: ToggleOption[] = [
   { label: 'Max', value: 'max' }
 ];
 
+export const DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
+
 export const ghostfolioScraperApiSymbolPrefix = '_GF_';
 export const ghostfolioCashSymbol = `${ghostfolioScraperApiSymbolPrefix}CASH`;
 export const ghostfolioFearAndGreedIndexSymbol = `${ghostfolioScraperApiSymbolPrefix}FEAR_AND_GREED_INDEX`;

libs/common/src/lib/helper.ts

@@ -3,8 +3,6 @@ import { getDate, getMonth, getYear, parse, subDays } from 'date-fns';
 
 import { ghostfolioScraperApiSymbolPrefix } from './config';
 
-export const DEMO_USER_ID = '9b112b4d-3b7d-4bad-9bdd-3b0f7b4dac2f';
-
 export function capitalize(aString: string) {
   return aString.charAt(0).toUpperCase() + aString.slice(1).toLowerCase();
 }

libs/common/src/lib/interfaces/index.ts

@@ -8,6 +8,7 @@ import { Export } from './export.interface';
 import { InfoItem } from './info-item.interface';
 import { PortfolioChart } from './portfolio-chart.interface';
 import { PortfolioDetails } from './portfolio-details.interface';
+import { PortfolioInvestments } from './portfolio-investments.interface';
 import { PortfolioItem } from './portfolio-item.interface';
 import { PortfolioOverview } from './portfolio-overview.interface';
 import { PortfolioPerformance } from './portfolio-performance.interface';
@@ -33,6 +34,7 @@ export {
   InfoItem,
   PortfolioChart,
   PortfolioDetails,
+  PortfolioInvestments,
   PortfolioItem,
   PortfolioOverview,
   PortfolioPerformance,

libs/common/src/lib/interfaces/portfolio-investments.interface.ts

@@ -0,0 +1,6 @@
+import { InvestmentItem } from './investment-item.interface';
+
+export interface PortfolioInvestments {
+  firstOrderDate: Date;
+  investments: InvestmentItem[];
+}

libs/ui/src/lib/activities-table/activities-table.component.html

@@ -230,14 +230,14 @@
       <button
         class="mx-1 no-min-width px-2"
         mat-button
-        [matMenuTriggerFor]="transactionsMenu"
+        [matMenuTriggerFor]="activitiesMenu"
         (click)="$event.stopPropagation()"
       >
         <ion-icon name="ellipsis-vertical"></ion-icon>
       </button>
-      <mat-menu #transactionsMenu="matMenu" xPosition="before">
+      <mat-menu #activitiesMenu="matMenu" xPosition="before">
         <button
-          *ngIf="hasPermissionToImportOrders"
+          *ngIf="hasPermissionToImportActivities"
           class="align-items-center d-flex"
           mat-menu-item
           (click)="onImport()"
@@ -259,19 +259,19 @@
       <button
         class="mx-1 no-min-width px-2"
         mat-button
-        [matMenuTriggerFor]="transactionMenu"
+        [matMenuTriggerFor]="activityMenu"
         (click)="$event.stopPropagation()"
       >
         <ion-icon name="ellipsis-vertical"></ion-icon>
       </button>
-      <mat-menu #transactionMenu="matMenu" xPosition="before">
-        <button i18n mat-menu-item (click)="onUpdateTransaction(element)">
+      <mat-menu #activityMenu="matMenu" xPosition="before">
+        <button i18n mat-menu-item (click)="onUpdateActivity(element)">
           Edit
         </button>
-        <button i18n mat-menu-item (click)="onCloneTransaction(element)">
+        <button i18n mat-menu-item (click)="onCloneActivity(element)">
           Clone
         </button>
-        <button i18n mat-menu-item (click)="onDeleteTransaction(element.id)">
+        <button i18n mat-menu-item (click)="onDeleteActivity(element.id)">
           Delete
         </button>
       </mat-menu>
@@ -305,7 +305,7 @@
 
 <div
   *ngIf="
-    dataSource.data.length === 0 && hasPermissionToCreateOrder && !isLoading
+    dataSource.data.length === 0 && hasPermissionToCreateActivity && !isLoading
   "
   class="p-3 text-center"
 >

libs/ui/src/lib/activities-table/activities-table.component.ts

@@ -30,30 +30,28 @@ const SEARCH_PLACEHOLDER = 'Search for account, currency, symbol or type...';
 const SEARCH_STRING_SEPARATOR = ',';
 
 @Component({
-  selector: 'gf-transactions-table',
   changeDetection: ChangeDetectionStrategy.OnPush,
-  templateUrl: './transactions-table.component.html',
-  styleUrls: ['./transactions-table.component.scss']
+  selector: 'gf-activities-table',
+  styleUrls: ['./activities-table.component.scss'],
+  templateUrl: './activities-table.component.html'
 })
-export class TransactionsTableComponent
-  implements OnChanges, OnDestroy, OnInit
-{
+export class ActivitiesTableComponent implements OnChanges, OnDestroy {
+  @Input() activities: OrderWithAccount[];
   @Input() baseCurrency: string;
   @Input() deviceType: string;
-  @Input() hasPermissionToCreateOrder: boolean;
+  @Input() hasPermissionToCreateActivity: boolean;
   @Input() hasPermissionToFilter = true;
-  @Input() hasPermissionToImportOrders: boolean;
+  @Input() hasPermissionToImportActivities: boolean;
   @Input() hasPermissionToOpenDetails = true;
   @Input() locale: string;
   @Input() showActions: boolean;
   @Input() showSymbolColumn = true;
-  @Input() transactions: OrderWithAccount[];
 
+  @Output() activityDeleted = new EventEmitter<string>();
+  @Output() activityToClone = new EventEmitter<OrderWithAccount>();
+  @Output() activityToUpdate = new EventEmitter<OrderWithAccount>();
   @Output() export = new EventEmitter<void>();
   @Output() import = new EventEmitter<void>();
-  @Output() transactionDeleted = new EventEmitter<string>();
-  @Output() transactionToClone = new EventEmitter<OrderWithAccount>();
-  @Output() transactionToUpdate = new EventEmitter<OrderWithAccount>();
 
   @ViewChild('autocomplete') matAutocomplete: MatAutocomplete;
   @ViewChild('searchInput') searchInput: ElementRef<HTMLInputElement>;
@@ -124,8 +122,6 @@ export class TransactionsTableComponent
     this.searchControl.setValue(null);
   }
 
-  public ngOnInit() {}
-
   public ngOnChanges() {
     this.displayedColumns = [
       'count',
@@ -152,8 +148,8 @@ export class TransactionsTableComponent
 
     this.isLoading = true;
 
-    if (this.transactions) {
-      this.dataSource = new MatTableDataSource(this.transactions);
+    if (this.activities) {
+      this.dataSource = new MatTableDataSource(this.activities);
       this.dataSource.filterPredicate = (data, filter) => {
         const dataString = this.getFilterableValues(data)
           .join(' ')
@@ -171,13 +167,15 @@ export class TransactionsTableComponent
     }
   }
 
-  public onDeleteTransaction(aId: string) {
-    const confirmation = confirm(
-      'Do you really want to delete this transaction?'
-    );
+  public onCloneActivity(aActivity: OrderWithAccount) {
+    this.activityToClone.emit(aActivity);
+  }
+
+  public onDeleteActivity(aId: string) {
+    const confirmation = confirm('Do you really want to delete this activity?');
 
     if (confirmation) {
-      this.transactionDeleted.emit(aId);
+      this.activityDeleted.emit(aId);
     }
   }
 
@@ -195,12 +193,8 @@ export class TransactionsTableComponent
     });
   }
 
-  public onUpdateTransaction(aTransaction: OrderWithAccount) {
-    this.transactionToUpdate.emit(aTransaction);
-  }
-
-  public onCloneTransaction(aTransaction: OrderWithAccount) {
-    this.transactionToClone.emit(aTransaction);
+  public onUpdateActivity(aActivity: OrderWithAccount) {
+    this.activityToUpdate.emit(aActivity);
   }
 
   public ngOnDestroy() {
@@ -217,7 +211,7 @@ export class TransactionsTableComponent
     this.placeholder =
       lowercaseSearchKeywords.length <= 0 ? SEARCH_PLACEHOLDER : '';
 
-    this.allFilters = this.getSearchableFieldValues(this.transactions).filter(
+    this.allFilters = this.getSearchableFieldValues(this.activities).filter(
       (item) => {
         return !lowercaseSearchKeywords.includes(item.trim().toLowerCase());
       }
@@ -226,11 +220,11 @@ export class TransactionsTableComponent
     this.filters$.next(this.allFilters);
   }
 
-  private getSearchableFieldValues(transactions: OrderWithAccount[]): string[] {
+  private getSearchableFieldValues(activities: OrderWithAccount[]): string[] {
     const fieldValues = new Set<string>();
 
-    for (const transaction of transactions) {
-      this.getFilterableValues(transaction, fieldValues);
+    for (const activity of activities) {
+      this.getFilterableValues(activity, fieldValues);
     }
 
     return [...fieldValues]
@@ -255,15 +249,15 @@ export class TransactionsTableComponent
   }
 
   private getFilterableValues(
-    transaction: OrderWithAccount,
+    activity: OrderWithAccount,
     fieldValues: Set<string> = new Set<string>()
   ): string[] {
-    fieldValues.add(transaction.currency);
-    fieldValues.add(transaction.symbol);
-    fieldValues.add(transaction.type);
-    fieldValues.add(transaction.Account?.name);
-    fieldValues.add(transaction.Account?.Platform?.name);
-    fieldValues.add(format(transaction.date, 'yyyy'));
+    fieldValues.add(activity.currency);
+    fieldValues.add(activity.symbol);
+    fieldValues.add(activity.type);
+    fieldValues.add(activity.Account?.name);
+    fieldValues.add(activity.Account?.Platform?.name);
+    fieldValues.add(format(activity.date, 'yyyy'));
 
     return [...fieldValues].filter((item) => {
       return item !== undefined;

libs/ui/src/lib/activities-table/activities-table.module.ts

@@ -9,17 +9,17 @@ import { MatMenuModule } from '@angular/material/menu';
 import { MatSortModule } from '@angular/material/sort';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
+import { GfSymbolIconModule } from '@ghostfolio/client/components/symbol-icon/symbol-icon.module';
 import { GfSymbolModule } from '@ghostfolio/client/pipes/symbol/symbol.module';
 import { GfNoTransactionsInfoModule } from '@ghostfolio/ui/no-transactions-info';
 import { GfValueModule } from '@ghostfolio/ui/value';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 
-import { GfSymbolIconModule } from '../symbol-icon/symbol-icon.module';
-import { TransactionsTableComponent } from './transactions-table.component';
+import { ActivitiesTableComponent } from './activities-table.component';
 
 @NgModule({
-  declarations: [TransactionsTableComponent],
-  exports: [TransactionsTableComponent],
+  declarations: [ActivitiesTableComponent],
+  exports: [ActivitiesTableComponent],
   imports: [
     CommonModule,
     GfNoTransactionsInfoModule,
@@ -37,7 +37,6 @@ import { TransactionsTableComponent } from './transactions-table.component';
     ReactiveFormsModule,
     RouterModule
   ],
-  providers: [],
   schemas: [CUSTOM_ELEMENTS_SCHEMA]
 })
-export class GfTransactionsTableModule {}
+export class GfActivitiesTableModule {}

libs/ui/src/lib/no-transactions-info/no-transactions-info.component.html

@@ -5,10 +5,10 @@
   <a
     class="align-items-center justify-content-center"
     color="primary"
-    [routerLink]="['/portfolio', 'transactions']"
+    [routerLink]="['/portfolio', 'activities']"
     [queryParams]="{ createDialog: true }"
     mat-button
   >
-    <span i18n>Time to add your first transaction.</span>
+    <span i18n>Time to add your first activity.</span>
   </a>
 </div>

package.json

@@ -1,6 +1,6 @@
 {
   "name": "ghostfolio",
-  "version": "1.98.0",
+  "version": "1.101.0",
   "homepage": "https://ghostfol.io",
   "license": "AGPL-3.0",
   "scripts": {
@@ -21,7 +21,7 @@
     "database:gui": "prisma studio",
     "database:migrate": "prisma migrate deploy",
     "database:push": "prisma db push",
-    "database:seed": "prisma db seed --preview-feature",
+    "database:seed": "prisma db seed",
     "database:setup": "yarn database:push && yarn database:seed",
     "dep-graph": "nx dep-graph",
     "e2e": "ng e2e",
@@ -48,16 +48,16 @@
     "workspace-generator": "nx workspace-generator"
   },
   "dependencies": {
-    "@angular/animations": "13.0.2",
-    "@angular/cdk": "13.0.2",
-    "@angular/common": "13.0.2",
-    "@angular/compiler": "13.0.2",
-    "@angular/core": "13.0.2",
-    "@angular/forms": "13.0.2",
-    "@angular/material": "13.0.2",
-    "@angular/platform-browser": "13.0.2",
-    "@angular/platform-browser-dynamic": "13.0.2",
-    "@angular/router": "13.0.2",
+    "@angular/animations": "13.1.1",
+    "@angular/cdk": "13.1.1",
+    "@angular/common": "13.1.1",
+    "@angular/compiler": "13.1.1",
+    "@angular/core": "13.1.1",
+    "@angular/forms": "13.1.1",
+    "@angular/material": "13.1.1",
+    "@angular/platform-browser": "13.1.1",
+    "@angular/platform-browser-dynamic": "13.1.1",
+    "@angular/router": "13.1.1",
     "@codewithdan/observable-store": "2.2.11",
     "@dinero.js/currencies": "2.0.0-alpha.8",
     "@nestjs/common": "8.2.3",
@@ -68,7 +68,7 @@
     "@nestjs/platform-express": "8.2.3",
     "@nestjs/schedule": "1.0.2",
     "@nestjs/serve-static": "2.2.2",
-    "@nrwl/angular": "13.3.0",
+    "@nrwl/angular": "13.4.1",
     "@prisma/client": "3.7.0",
     "@simplewebauthn/browser": "4.1.0",
     "@simplewebauthn/server": "4.1.0",
@@ -82,7 +82,7 @@
     "bootstrap": "4.6.0",
     "cache-manager": "3.4.3",
     "cache-manager-redis-store": "2.0.0",
-    "chart.js": "3.5.0",
+    "chart.js": "3.7.0",
     "chartjs-adapter-date-fns": "2.0.0",
     "chartjs-plugin-datalabels": "2.0.0",
     "cheerio": "1.0.0-rc.6",
@@ -94,6 +94,7 @@
     "cryptocurrencies": "7.0.0",
     "date-fns": "2.22.1",
     "envalid": "7.2.1",
+    "google-spreadsheet": "3.2.0",
     "http-status-codes": "2.2.0",
     "ionicons": "5.5.1",
     "lodash": "4.17.21",
@@ -117,25 +118,25 @@
     "zone.js": "0.11.4"
   },
   "devDependencies": {
-    "@angular-devkit/build-angular": "13.0.3",
+    "@angular-devkit/build-angular": "13.1.2",
     "@angular-eslint/eslint-plugin": "13.0.1",
     "@angular-eslint/eslint-plugin-template": "13.0.1",
     "@angular-eslint/template-parser": "13.0.1",
-    "@angular/cli": "13.0.3",
-    "@angular/compiler-cli": "13.0.2",
-    "@angular/language-service": "13.0.2",
-    "@angular/localize": "13.0.2",
+    "@angular/cli": "13.1.2",
+    "@angular/compiler-cli": "13.1.1",
+    "@angular/language-service": "13.1.1",
+    "@angular/localize": "13.1.1",
     "@nestjs/schematics": "8.0.5",
     "@nestjs/testing": "8.2.3",
-    "@nrwl/cli": "13.3.0",
-    "@nrwl/cypress": "13.3.0",
-    "@nrwl/eslint-plugin-nx": "13.3.0",
-    "@nrwl/jest": "13.3.0",
-    "@nrwl/nest": "13.3.0",
-    "@nrwl/node": "13.3.0",
-    "@nrwl/storybook": "13.3.0",
-    "@nrwl/tao": "13.3.0",
-    "@nrwl/workspace": "13.3.0",
+    "@nrwl/cli": "13.4.1",
+    "@nrwl/cypress": "13.4.1",
+    "@nrwl/eslint-plugin-nx": "13.4.1",
+    "@nrwl/jest": "13.4.1",
+    "@nrwl/nest": "13.4.1",
+    "@nrwl/node": "13.4.1",
+    "@nrwl/storybook": "13.4.1",
+    "@nrwl/tao": "13.4.1",
+    "@nrwl/workspace": "13.4.1",
     "@storybook/addon-essentials": "6.4.9",
     "@storybook/angular": "6.4.9",
     "@storybook/builder-webpack5": "6.4.9",
@@ -143,6 +144,7 @@
     "@types/big.js": "6.1.2",
     "@types/cache-manager": "3.4.2",
     "@types/color": "3.0.2",
+    "@types/google-spreadsheet": "3.1.5",
     "@types/jest": "27.0.2",
     "@types/lodash": "4.14.174",
     "@types/node": "14.14.33",
@@ -166,7 +168,7 @@
     "rimraf": "3.0.2",
     "ts-jest": "27.0.5",
     "ts-node": "9.1.1",
-    "typescript": "4.4.4"
+    "typescript": "4.5.4"
   },
   "engines": {
     "node": ">=14"

prisma/migrations/20220108083624_added_google_sheets_to_data_source/migration.sql

@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "DataSource" ADD VALUE 'GOOGLE_SHEETS';

prisma/schema.prisma

@@ -184,6 +184,7 @@ enum AssetSubClass {
 enum DataSource {
   ALPHA_VANTAGE
   GHOSTFOLIO
+  GOOGLE_SHEETS
   RAKUTEN
   YAHOO
 }