Feat: Adds multi currency support (#88)

app/Actions/ConvertToMarketDataCurrency.php

@@ -0,0 +1,45 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Actions;
+
+use App\Models\Currency;
+use Illuminate\Database\Eloquent\Model;
+
+class ConvertToMarketDataCurrency
+{
+    public function __invoke(Model $model, callable $next)
+    {
+        if (is_null($model?->market_data)) {
+
+            $model->loadMarketData();
+        }
+
+        if (! is_null($model->currency) && $model->currency !== $model->market_data->currency) {
+
+            // convert to market data currency
+            $model->cost_basis = Currency::convert(
+                value: $model->cost_basis,
+                from: $model->currency,
+                to: $model->market_data->currency,
+                date: $model->date
+            );
+
+            if ($model->transaction_type == 'SELL') {
+
+                $model->sale_price = Currency::convert(
+                    value: $model->sale_price,
+                    from: $model->currency,
+                    to: $model->market_data->currency,
+                    date: $model->date
+                );
+            }
+        }
+
+        // currency cannot be saved to the database - we already know market_data.currency anyway
+        unset($model->currency);
+
+        return $next($model);
+    }
+}

app/Actions/CopyToBaseCurrency.php

@@ -0,0 +1,24 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Actions;
+
+use App\Casts\BaseCurrency;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Str;
+
+class CopyToBaseCurrency
+{
+    public function __invoke(Model $model, callable $next)
+    {
+        foreach ($model->getCasts() as $key => $value) {
+            if ($value === BaseCurrency::class) {
+
+                $model[$key] = $model[Str::beforeLast($key, '_base')];
+            }
+        }
+
+        return $next($model);
+    }
+}

app/Actions/EnsureCostBasisAddedToSale.php

@@ -0,0 +1,29 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Actions;
+
+use App\Models\Transaction;
+use Illuminate\Database\Eloquent\Model;
+
+class EnsureCostBasisAddedToSale
+{
+    public function __invoke(Model $model, callable $next)
+    {
+        // cost basis is required for sales to calculate realized gains
+        if ($model->transaction_type == 'SELL') {
+
+            $average_cost_basis = Transaction::where([
+                'portfolio_id' => $model->portfolio_id,
+                'symbol' => $model->symbol,
+                'transaction_type' => 'BUY',
+            ])->whereDate('date', '<=', $model->date)
+                ->average('cost_basis');
+
+            $model->cost_basis = $average_cost_basis ?? 0;
+        }
+
+        return $next($model);
+    }
+}

app/Actions/Fortify/CreateNewUser.php

@@ -9,7 +9,6 @@ use App\Traits\WithTrimStrings;
 use Illuminate\Support\Facades\Hash;
 use Illuminate\Support\Facades\Validator;
 use Laravel\Fortify\Contracts\CreatesNewUsers;
-use Laravel\Jetstream\Jetstream;
 
 class CreateNewUser implements CreatesNewUsers
 {
@@ -32,13 +31,22 @@ class CreateNewUser implements CreatesNewUsers
             'name' => ['required', 'string', 'max:255'],
             'email' => ['required', 'string', 'email', 'max:255', 'unique:users'],
             'password' => $this->passwordRules(),
-            'terms' => Jetstream::hasTermsAndPrivacyPolicyFeature() ? ['accepted', 'required'] : '',
+            'terms' => config('investbrain.self_hosted') ? '' : ['accepted', 'required'],
         ])->validate();
 
-        return User::create([
+        $user = User::make([
             'name' => $input['name'],
             'email' => $input['email'],
             'password' => Hash::make($input['password']),
         ]);
+
+        // ensure first user is flagged as an admin
+        if (User::count() === 0) {
+            $user->admin = true;
+        }
+
+        $user->save();
+
+        return $user;
     }
 }

app/Casts/BaseCurrency.php

@@ -0,0 +1,46 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Casts;
+
+use App\Models\Currency;
+use Illuminate\Contracts\Database\Eloquent\CastsAttributes;
+use Illuminate\Database\Eloquent\Model;
+
+class BaseCurrency implements CastsAttributes
+{
+    /**
+     * Cast the given value to user's display currency
+     *
+     * @param  array<string, mixed>  $attributes
+     */
+    public function get(Model $model, string $key, mixed $value, array $attributes): mixed
+    {
+
+        return (float) $value;
+    }
+
+    /**
+     * Prepare the given value for storage in base currency
+     *
+     * @param  array<string, mixed>  $attributes
+     */
+    public function set(Model $model, string $key, mixed $value, array $attributes): mixed
+    {
+
+        // for market data and transactions the `currency` attribute is available...
+        // but for dividends and other types, need to make sure `market_data` is loaded
+        if (is_null($model?->currency)) {
+
+            $model->loadMarketData();
+        }
+
+        return Currency::convert(
+            (float) $value,
+            $model?->currency ?? $model->market_data?->currency,
+            config('investbrain.base_currency'),
+            $model?->date
+        );
+    }
+}

app/Console/Commands/CaptureDailyChange.php

@@ -4,6 +4,7 @@ declare(strict_types=1);
 
 namespace App\Console\Commands;
 
+use App\Models\Holding;
 use App\Models\Portfolio;
 use Illuminate\Console\Command;
 
@@ -44,23 +45,20 @@ class CaptureDailyChange extends Command
 
             $this->line('Capturing daily change for '.$portfolio->title);
 
-            $total_cost_basis = $portfolio->holdings->sum('total_cost_basis');
+            $metrics = Holding::query()
+                ->portfolio($portfolio->id)
+                ->getPortfolioMetrics(config('investbrain.base_currency'));
 
-            $total_dividends = $portfolio->holdings->sum('dividends_earned');
-
-            $realized_gains = $portfolio->holdings->sum('realized_gain_dollars');
-
-            $total_market_value = $portfolio->holdings->sum(function ($holding) {
-                return $holding->market_data->market_value * $holding->quantity;
-            });
+            $total_cost_basis = $metrics->get('total_cost_basis');
+            $total_market_value = $metrics->get('total_market_value');
 
             $portfolio->daily_change()->create([
                 'date' => now(),
                 'total_market_value' => $total_market_value,
                 'total_cost_basis' => $total_cost_basis,
                 'total_gain' => $total_market_value - $total_cost_basis,
-                'total_dividends_earned' => $total_dividends,
-                'realized_gains' => $realized_gains,
+                'total_dividends_earned' => $metrics->get('total_dividends_earned'),
+                'realized_gains' => $metrics->get('realized_gain_dollars'),
             ]);
         });
     }

app/Console/Commands/RefreshCurrencyData.php

@@ -0,0 +1,47 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Console\Commands;
+
+use App\Models\CurrencyRate;
+use Illuminate\Console\Command;
+
+class RefreshCurrencyData extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'refresh:currency-data
+                                {--force : Refresh of currency data}';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Refresh currency data from data provider';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+
+        CurrencyRate::refreshCurrencyData($this->option('force') ?? false);
+    }
+}

app/Http/Controllers/DashboardController.php

@@ -17,16 +17,14 @@ class DashboardController extends Controller
         $user = $request->user()->load(['portfolios', 'holdings', 'transactions']);
 
         // get portfolio metrics
-        $metrics = cache()->remember(
+        $metrics = cache()->tags(['metrics-'.$user->id])->remember(
             'dashboard-metrics-'.$user->id,
             10,
             function () {
-                return
-                 Holding::query()
-                     ->myHoldings()
-                     ->withoutWishlists()
-                     ->withPortfolioMetrics()
-                     ->first();
+                return Holding::query()
+                    ->myHoldings()
+                    ->withoutWishlists()
+                    ->getPortfolioMetrics();
             }
         );
 

app/Http/Controllers/HoldingController.php

@@ -21,9 +21,9 @@ class HoldingController extends Controller
                 $query->where('transactions.symbol', $symbol);
             },
         ])
-            ->symbol($symbol)
-            ->portfolio($portfolio->id)
-            ->firstOrFail();
+        ->symbol($symbol)
+        ->portfolio($portfolio->id)
+        ->firstOrFail();
 
         $formattedTransactions = $holding->getFormattedTransactions();
 

app/Http/Controllers/PortfolioController.php

@@ -29,14 +29,13 @@ class PortfolioController extends Controller
         $portfolio->load(['transactions', 'holdings']);
 
         // get portfolio metrics
-        $metrics = cache()->remember(
+        $metrics = cache()->tags(['metrics-'.$request->user()->id])->remember(
             'portfolio-metrics-'.$portfolio->id,
             60,
             function () use ($portfolio) {
                 return Holding::query()
                     ->portfolio($portfolio->id)
-                    ->withPortfolioMetrics()
-                    ->first();
+                    ->getPortfolioMetrics();
             }
         );
 

app/Http/Middleware/LocalizationMiddleware.php

@@ -0,0 +1,37 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Middleware;
+
+use Closure;
+use Illuminate\Support\Str;
+use Illuminate\Http\Request;
+use Illuminate\Support\Number;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Foundation\Events\LocaleUpdated;
+
+class LocalizationMiddleware
+{
+    /**
+     * Handle an incoming request.
+     *
+     * @return mixed
+     */
+    public function handle(Request $request, Closure $next)
+    {
+        if (Auth::check()) {
+
+            $locale = auth()->user()->getLocale();
+
+            config(['app.locale' => $locale]);
+            app('translator')->setLocale(Str::before($locale, '_'));
+            app('events')->dispatch(new LocaleUpdated($locale));
+
+            Number::useLocale($locale);
+            Number::useCurrency(auth()->user()->getCurrency());
+        }
+        
+        return $next($request);
+    }
+}

app/Http/Middleware/SetLocale.php

@@ -1,29 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Http\Middleware;
-
-use Closure;
-use Illuminate\Http\Request;
-
-class SetLocale
-{
-    /**
-     * Handle an incoming request.
-     *
-     * @return mixed
-     */
-    public function handle(Request $request, Closure $next)
-    {
-        if (! session()->has('locale')) {
-            session()->put('locale', $request->getPreferredLanguage(
-                config('app.available_locales')
-            ));
-        }
-
-        app()->setLocale(session('locale'));
-
-        return $next($request);
-    }
-}

app/Http/Requests/TransactionRequest.php

@@ -30,11 +30,11 @@ class TransactionRequest extends FormRequest
             'portfolio_id' => ['required', 'exists:portfolios,id'],
             'symbol' => ['required', 'string', new SymbolValidationRule],
             'transaction_type' => ['required', 'string', 'in:BUY,SELL'],
-            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->format('Y-m-d')],
+            'date' => ['required', 'date_format:Y-m-d', 'before_or_equal:'.now()->toDateString()],
             'quantity' => [
                 'required',
                 'numeric',
-                'min:0',
+                'gt:0',
                 new QuantityValidationRule(
                     $this->input('portfolio'),
                     $this->requestOrModelValue('symbol', 'transaction'),

app/Imports/Sheets/DailyChangesSheet.php

@@ -55,7 +55,7 @@ class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
                     'realized_gains' => $dailyChange['realized_gains'],
                     'annotation' => $dailyChange['annotation'],
                     'portfolio_id' => $dailyChange['portfolio_id'],
-                    'date' => Carbon::parse($dailyChange['date'])->format('Y-m-d'),
+                    'date' => Carbon::parse($dailyChange['date'])->toDateString(),
                 ];
             });
 

app/Imports/Sheets/TransactionsSheet.php

@@ -60,7 +60,7 @@ class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
                     'sale_price' => $transaction['sale_price'],
                     'split' => boolval($transaction['split']) ? 1 : 0,
                     'reinvested_dividend' => boolval($transaction['reinvested_dividend']) ? 1 : 0,
-                    'date' => Carbon::parse($transaction['date'])->format('Y-m-d'),
+                    'date' => Carbon::parse($transaction['date'])->toDateString(),
                 ];
             });
 

app/Interfaces/MarketData/AlphaVantageMarketData.php

@@ -23,23 +23,44 @@ class AlphaVantageMarketData implements MarketDataInterface
 
     public function quote(string $symbol): Quote
     {
+
+        $search = Alphavantage::core()->search($symbol);
+        $search = Arr::get($search, 'bestMatches.0', null);
+
+        if (Arr::get($search, '9. matchScore') !== '1.0000') {
+            throw new \Exception('Could not find ticker on Alphavantage');
+        }
+
         $quote = Alphavantage::core()->quoteEndpoint($symbol);
         $quote = Arr::get($quote, 'Global Quote', []);
 
         $fundamental = cache()->remember(
             'av-symbol-'.$symbol,
             1440,
-            function () use ($symbol) {
-                return Alphavantage::fundamentals()->overview($symbol);
+            function () use ($symbol, $search) {
+                if (Arr::get($search, '3. type') === 'Equity') {
+
+                    $fundamental = (array) Alphavantage::fundamentals()->overview($symbol);
+                } else {
+
+                    $fundamental = (array) Alphavantage::fundamentals()->etfProfile($symbol);
+
+                    Arr::set($fundamental, 'DividendYield', Arr::get($fundamental, 'dividend_yield'));
+                    Arr::set($fundamental, 'MarketCapitalization', Arr::get($fundamental, 'net_assets'));
+                    Arr::set($fundamental, 'InceptionDate', Arr::get($fundamental, 'inception_date'));
+                }
+
+                return $fundamental;
             }
         );
 
         return new Quote([
-            'name' => Arr::get($fundamental, 'Name'),
+            'name' => Arr::get($search, '2. name'),
             'symbol' => $symbol,
-            'market_value' => Arr::get($quote, '05. price'),
-            'fifty_two_week_high' => Arr::get($fundamental, '52WeekHigh'),
-            'fifty_two_week_low' => Arr::get($fundamental, '52WeekLow'),
+            'market_value' => (float) Arr::get($quote, '05. price'),
+            'currency' => Arr::get($search, '8. currency'),
+            'fifty_two_week_high' => (float) Arr::get($fundamental, '52WeekHigh'),
+            'fifty_two_week_low' => (float) Arr::get($fundamental, '52WeekLow'),
             'forward_pe' => Arr::get($fundamental, 'ForwardPE'),
             'trailing_pe' => Arr::get($fundamental, 'TrailingPE'),
             'market_cap' => Arr::get($fundamental, 'MarketCapitalization'),
@@ -48,8 +69,20 @@ class AlphaVantageMarketData implements MarketDataInterface
                         ? Arr::get($fundamental, 'DividendDate')
                         : null,
             'dividend_yield' => Arr::get($fundamental, 'DividendYield') != 'None'
-                        ? Arr::get($fundamental, 'DividendYield')
+                        ? Arr::get($fundamental, 'DividendYield') * 100
                         : null,
+            'meta_data' => [
+                'industry' => Arr::get($fundamental, 'Industry'),
+                'country' => Arr::get($search, '4. region'),
+                'exchange' => Arr::get($fundamental, 'Exchange'),
+                'description' => Arr::get($fundamental, 'Description'),
+                'asset_type' => Arr::get($search, '3. type'),
+                'sector' => Arr::get($fundamental, 'Sector'),
+                'first_trade_year' => Arr::get($fundamental, 'InceptionDate')
+                                    ? Carbon::parse(Arr::get($fundamental, 'InceptionDate'))->format('Y')
+                                    : null,
+                'source' => 'alphavantage',
+            ],
         ]);
     }
 
@@ -107,7 +140,7 @@ class AlphaVantageMarketData implements MarketDataInterface
             })
             ->mapWithKeys(function ($history, $date) use ($symbol) {
 
-                $date = Carbon::parse($date)->format('Y-m-d');
+                $date = Carbon::parse($date)->toDateString();
 
                 return [$date => new Ohlc([
                     'symbol' => $symbol,

app/Interfaces/MarketData/FakeMarketData.php

@@ -8,6 +8,7 @@ use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
+use Carbon\CarbonPeriod;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 
@@ -25,6 +26,7 @@ class FakeMarketData implements MarketDataInterface
         return new Quote([
             'name' => 'ACME Company Ltd',
             'symbol' => $symbol,
+            'currency' => 'USD',
             'market_value' => 230.19,
             'fifty_two_week_high' => 512.90,
             'fifty_two_week_low' => 341.20,
@@ -34,6 +36,7 @@ class FakeMarketData implements MarketDataInterface
             'book_value' => 4.7,
             'last_dividend_date' => now()->subDays(45),
             'dividend_yield' => 0.033,
+            'meta_data' => [],
         ]);
     }
 
@@ -65,7 +68,7 @@ class FakeMarketData implements MarketDataInterface
         return collect([
             new Split([
                 'symbol' => $symbol,
-                'date' => now()->subMonths(36),
+                'date' => now()->subMonths(12),
                 'split_amount' => 10,
             ]),
         ]);
@@ -73,16 +76,27 @@ class FakeMarketData implements MarketDataInterface
 
     public function history(string $symbol, $startDate, $endDate): Collection
     {
-        $numDays = Carbon::parse($startDate)->diffInDays($endDate, true);
+        $endDate = now()->isBefore(Carbon::parse(config('investbrain.daily_change_time_of_day')))
+            ? now()->subDay()
+            : now();
 
-        for ($i = 0; $i < $numDays; $i++) {
+        $days = CarbonPeriod::create($startDate, $endDate)->filter('isWeekday');
 
-            $date = now()->subDays($i)->format('Y-m-d');
+        $countOfDays = $days->count();
+
+        foreach ($days as $index => $date) {
+
+            $date = $date->toDateString();
 
             $series[$date] = new Ohlc([
                 'symbol' => $symbol,
                 'date' => $date,
-                'close' => rand(150, 400),
+                'open' => rand(150, 400),
+                'high' => rand(150, 400),
+                'low' => rand(150, 400),
+                'close' => $index == $countOfDays - 1
+                    ? 230.19 // most recent close should match current market value
+                    : rand(150, 400),
             ]);
         }
 

app/Interfaces/MarketData/FallbackInterface.php

@@ -18,9 +18,10 @@ class FallbackInterface
         foreach ($providers as $provider) {
 
             $provider = trim($provider);
+            $symbol = $arguments[0];
 
             try {
-                Log::warning("Calling method {$method} ({$provider})");
+                Log::info("Calling method {$method} for {$symbol} ({$provider})");
 
                 if (! in_array($provider, array_keys(config('investbrain.interfaces', [])))) {
 
@@ -35,17 +36,17 @@ class FallbackInterface
 
                 $this->latest_error = $e->getMessage();
 
-                Log::warning("Failed calling method {$method} ({$provider}): {$this->latest_error}");
+                Log::error("Failed calling method {$method} for {$symbol} ({$provider}): {$this->latest_error}");
             }
         }
 
-        // don't need to throw error if calling exists
+        // don't need to throw error if calling exists method...
         if ($method == 'exists') {
 
             // symbol prob just doesn't exist
             return false;
         }
 
-        throw new \Exception("Could not get market data: {$this->latest_error}");
+        throw new \Exception("Could not get market data calling method {$method}: {$this->latest_error}");
     }
 }

app/Interfaces/MarketData/FinnhubMarketData.php

@@ -8,6 +8,7 @@ use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
+use Finnhub\ObjectSerializer;
 use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
@@ -35,32 +36,46 @@ class FinnhubMarketData implements MarketDataInterface
     {
         $quote = $this->client->quote($symbol);
 
+        if (is_null(Arr::get($quote, 'd'))) {
+            throw new \Exception('Could not find ticker on Finnhub');
+        }
+
         $fundamental = cache()->remember(
             'fh-symbol-'.$symbol,
             1440,
             function () use ($symbol) {
-                return $this->client->companyBasicFinancials($symbol, 'all');
+
+                return array_merge(
+                    (array) ObjectSerializer::sanitizeForSerialization($this->client->companyProfile2($symbol)),
+                    (array) ObjectSerializer::sanitizeForSerialization($this->client->companyBasicFinancials($symbol, 'all')),
+                );
             }
         );
 
         return new Quote([
-            'name' => Arr::get($fundamental, 'metric.name'),
+            'name' => Arr::get($fundamental, 'name'),
             'symbol' => $symbol,
+            'currency' => Arr::get($fundamental, 'currency'),
             'market_value' => Arr::get($quote, 'c'),
             'fifty_two_week_high' => Arr::get($fundamental, 'metric.52WeekHigh'),
             'fifty_two_week_low' => Arr::get($fundamental, 'metric.52WeekLow'),
-            'forward_pe' => Arr::get($fundamental, 'metric.forwardPE'), // confirm
-            'trailing_pe' => Arr::get($fundamental, 'metric.trailingPE'), // confirm
-            'market_cap' => Arr::get($fundamental, 'metric.marketCapitalization'), // confirm
-            'book_value' => Arr::get($fundamental, 'metric.bookValuePerShare'), // confirm
-            'last_dividend_date' => Arr::get($fundamental, 'metric.lastDivDate'), // confirm
-            'dividend_yield' => Arr::get($fundamental, 'metric.dividendYield'), // confirm
+            'forward_pe' => Arr::get($fundamental, 'metric.peAnnual'),
+            'trailing_pe' => Arr::get($fundamental, 'metric.peTTM'),
+            'market_cap' => Arr::get($fundamental, 'metric.marketCapitalization', 0) * 1000000,
+            'book_value' => Arr::get($fundamental, 'metric.bookValuePerShareAnnual'),
+            'dividend_yield' => Arr::get($fundamental, 'metric.dividendYieldIndicatedAnnual'),
+            'meta_data' => [
+                'country' => Arr::get($fundamental, 'country'),
+                'exchange' => Arr::get($fundamental, 'exchange'),
+                'first_trade_year' => Arr::get($fundamental, 'ipo') ? Carbon::parse(Arr::get($fundamental, 'ipo'))->format('Y') : null,
+                'source' => 'finnhub',
+            ],
         ]);
     }
 
     public function dividends($symbol, $startDate, $endDate): Collection
     {
-        $dividends = $this->client->stockDividends($symbol, $startDate->format('Y-m-d'), $endDate->format('Y-m-d'));
+        $dividends = $this->client->stockDividends($symbol, $startDate->toDateString(), $endDate->toDateString());
 
         return collect($dividends)->map(function ($dividend) use ($symbol) {
 
@@ -75,7 +90,7 @@ class FinnhubMarketData implements MarketDataInterface
     public function splits($symbol, $startDate, $endDate): Collection
     {
 
-        $splits = $this->client->stockSplits($symbol, $startDate->format('Y-m-d'), $endDate->format('Y-m-d'));
+        $splits = $this->client->stockSplits($symbol, $startDate->toDateString(), $endDate->toDateString());
 
         return collect($splits)->map(function ($split) use ($symbol) {
 
@@ -96,7 +111,7 @@ class FinnhubMarketData implements MarketDataInterface
         $closes = Arr::get($history, 'c', []);
 
         return collect($timestamps)->mapWithKeys(function ($timestamp, $index) use ($symbol, $closes) {
-            $date = Carbon::createFromTimestamp($timestamp)->format('Y-m-d');
+            $date = Carbon::createFromTimestamp($timestamp)->toDateString();
 
             return [$date => new Ohlc([
                 'symbol' => $symbol,

app/Interfaces/MarketData/Types/Dividend.php

@@ -21,7 +21,7 @@ class Dividend extends MarketDataType
         return $this->items['symbol'] ?? '';
     }
 
-    public function setDividendAmount($dividendAmount): self
+    public function setDividendAmount(int|float $dividendAmount): self
     {
         $this->items['dividend_amount'] = (float) $dividendAmount;
 

app/Interfaces/MarketData/Types/MarketDataType.php

@@ -4,6 +4,7 @@ declare(strict_types=1);
 
 namespace App\Interfaces\MarketData\Types;
 
+use Illuminate\Support\Arr;
 use Illuminate\Support\Collection;
 use Illuminate\Support\Str;
 
@@ -12,24 +13,79 @@ class MarketDataType extends Collection
     public function __construct($items = [])
     {
 
-        foreach ($this->getArrayableItems($items) as $key => $value) {
+        $items = $this->getArrayableItems($items);
 
-            $this->{$key} = $value;
+        foreach ($items as $key => $value) {
+
+            $this->validateRequiredTypes($key, $value);
+
+            if (! is_null($value)) {
+                $this->{$key} = $value;
+            }
         }
     }
 
-    public function toArray()
-    {
-        return $this->items;
-    }
-
     public function __set($key, $value)
     {
-        $this->{'set'.Str::studly($key)}($value);
+
+        $this->{$this->getSetMethodName($key)}($value);
     }
 
     public function __get($key)
     {
         return $this->items[$key] ?? null;
     }
+
+    protected function getSetMethodName($key): string
+    {
+        return 'set'.Str::studly($key);
+    }
+
+    protected function validateRequiredTypes($key, $value, $type = null): void
+    {
+        $method = new \ReflectionMethod($this, $this->getSetMethodName($key));
+        $params = $method->getParameters();
+
+        // no required type
+        if (is_null($type) && is_null($type = $params[0]->getType())) {
+            return;
+        }
+
+        // can`t validate a mixed type
+        if ($type == 'mixed') {
+            return;
+        }
+
+        // has a union type, let's iterate
+        if ($type instanceof \ReflectionUnionType) {
+
+            foreach ($type->getTypes() as $subType) {
+                $expected[] = $subType;
+
+                try {
+                    $this->validateRequiredTypes($key, $value, $subType);
+
+                    return;
+                } catch (\InvalidArgumentException) {
+                }
+            }
+        }
+
+        // check type
+        if ($type instanceof \ReflectionNamedType) {
+            $expected = $type->getName();
+
+            if (get_debug_type($value) == $expected || ($type->allowsNull() && $value === null)) {
+
+                return;
+            }
+
+            if (class_exists($expected) && is_subclass_of(get_debug_type($value), $expected)) {
+
+                return;
+            }
+        }
+
+        throw new \InvalidArgumentException("Invalid type for {$key}. Expected ".implode('|', array_map(fn ($t) => $t, Arr::wrap($expected))).' but got '.get_debug_type($value));
+    }
 }

app/Interfaces/MarketData/Types/Ohlc.php

@@ -21,7 +21,7 @@ class Ohlc extends MarketDataType
         return $this->items['symbol'] ?? '';
     }
 
-    public function setOpen($open): self
+    public function setOpen(int|float $open): self
     {
         $this->items['open'] = (float) $open;
 
@@ -33,7 +33,7 @@ class Ohlc extends MarketDataType
         return $this->items['open'] ?? 0.0;
     }
 
-    public function setHigh($high): self
+    public function setHigh(int|float $high): self
     {
         $this->items['high'] = (float) $high;
 
@@ -45,7 +45,7 @@ class Ohlc extends MarketDataType
         return $this->items['high'] ?? 0.0;
     }
 
-    public function setLow($low): self
+    public function setLow(int|float $low): self
     {
         $this->items['low'] = (float) $low;
 
@@ -57,7 +57,7 @@ class Ohlc extends MarketDataType
         return $this->items['low'] ?? 0.0;
     }
 
-    public function setClose($close): self
+    public function setClose(int|float $close): self
     {
         $this->items['close'] = (float) $close;
 

app/Interfaces/MarketData/Types/Quote.php

@@ -5,6 +5,7 @@ declare(strict_types=1);
 namespace App\Interfaces\MarketData\Types;
 
 use DateTime;
+use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
 
 class Quote extends MarketDataType
@@ -35,7 +36,19 @@ class Quote extends MarketDataType
         return $this->items['symbol'] ?? '';
     }
 
-    public function setMarketValue($marketValue): self
+    public function setCurrency(string $currency): self
+    {
+        $this->items['currency'] = strtoupper((string) $currency);
+
+        return $this;
+    }
+
+    public function getCurrency(): string
+    {
+        return $this->items['currency'] ?? '';
+    }
+
+    public function setMarketValue(int|float $marketValue): self
     {
         $this->items['market_value'] = (float) $marketValue;
 
@@ -97,6 +110,7 @@ class Quote extends MarketDataType
 
     public function setMarketCap($cap): self
     {
+        // return $this;
         $this->items['market_cap'] = (int) $cap;
 
         return $this;
@@ -119,6 +133,18 @@ class Quote extends MarketDataType
         return $this->items['book_value'] ?? 0.0;
     }
 
+    public function setLastDividendAmount($value): self
+    {
+        $this->items['last_dividend_amount'] = (float) $value;
+
+        return $this;
+    }
+
+    public function getLastDividendAmount(): float
+    {
+        return $this->items['last_dividend_amount'] ?? 0.0;
+    }
+
     public function setLastDividendDate(mixed $date): self
     {
         $this->items['last_dividend_date'] = is_null($date) ? null : Carbon::parse($date)->format('Y-m-d H:i:s');
@@ -142,4 +168,28 @@ class Quote extends MarketDataType
     {
         return $this->items['dividend_yield'] ?? 0.0;
     }
+
+    public function setMetaData(array $meta_data): self
+    {
+        $defaults = [
+            'sector' => null,
+            'industry' => null,
+            'country' => null,
+            'exchange' => null,
+            'description' => null,
+            'asset_type' => null,
+            'first_trade_year' => null,
+            'source' => null,
+        ];
+
+        // merges the NEW values with highest priority over previous values and defaults
+        $this->items['meta_data'] = array_merge($defaults, $this->items['meta_data'] ?? [], Arr::skipEmptyValues($meta_data));
+
+        return $this;
+    }
+
+    public function getMetaData(): array
+    {
+        return $this->items['meta_data'];
+    }
 }

app/Interfaces/MarketData/Types/Split.php

@@ -21,7 +21,7 @@ class Split extends MarketDataType
         return $this->items['symbol'] ?? '';
     }
 
-    public function setSplitAmount($splitAmount): self
+    public function setSplitAmount(int|float $splitAmount): self
     {
         $this->items['split_amount'] = (float) $splitAmount;
 

app/Interfaces/MarketData/YahooMarketData.php

@@ -8,6 +8,7 @@ use App\Interfaces\MarketData\Types\Dividend;
 use App\Interfaces\MarketData\Types\Ohlc;
 use App\Interfaces\MarketData\Types\Quote;
 use App\Interfaces\MarketData\Types\Split;
+use Illuminate\Support\Carbon;
 use Illuminate\Support\Collection;
 use Scheb\YahooFinanceApi\ApiClient;
 use Scheb\YahooFinanceApi\ApiClientFactory as YahooFinance;
@@ -34,9 +35,14 @@ class YahooMarketData implements MarketDataInterface
 
         $quote = $this->client->getQuote($symbol);
 
+        if (is_null($quote?->getRegularMarketPrice())) {
+            throw new \Exception('Could not find ticker on Yahoo');
+        }
+
         return new Quote([
             'name' => $quote?->getLongName() ?? $quote?->getShortName(),
             'symbol' => $symbol,
+            'currency' => $quote?->getCurrency(),
             'market_value' => $quote?->getRegularMarketPrice(),
             'fifty_two_week_high' => $quote?->getFiftyTwoWeekHigh(),
             'fifty_two_week_low' => $quote?->getFiftyTwoWeekLow(),
@@ -46,6 +52,11 @@ class YahooMarketData implements MarketDataInterface
             'book_value' => $quote?->getBookValue(),
             'last_dividend_date' => $quote?->getDividendDate(),
             'dividend_yield' => $quote?->getTrailingAnnualDividendYield() * 100,
+            'meta_data' => [
+                'exchange' => $quote?->getExchange(),
+                'asset_type' => $quote?->getQuoteType(),
+                'source' => 'yahoo',
+            ],
         ]);
     }
 
@@ -84,7 +95,7 @@ class YahooMarketData implements MarketDataInterface
         return collect($this->client->getHistoricalQuoteData($symbol, ApiClient::INTERVAL_1_DAY, $startDate, $endDate))
             ->mapWithKeys(function ($history) use ($symbol) {
 
-                $date = $history->getDate()->format('Y-m-d');
+                $date = Carbon::parse($history->getDate())->toDateString();
 
                 return [$date => new Ohlc([
                     'symbol' => $symbol,

app/Jobs/BatchInsertNewCurrencyRatesJob.php

@@ -0,0 +1,41 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Jobs;
+
+use App\Models\CurrencyRate;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Queue\Queueable;
+
+class BatchInsertNewCurrencyRatesJob implements ShouldQueue
+{
+    use Queueable;
+
+    /**
+     * The number of times the job may be attempted.
+     */
+    public $tries = 3;
+
+    public int $chunk_size = 100;
+
+    public function __construct(
+        protected array $updates
+    ) {
+        $this->updates = $updates;
+    }
+
+    /**
+     * Execute the job.
+     */
+    public function handle(): void
+    {
+
+        $chunks = array_chunk($this->updates, $this->chunk_size);
+
+        foreach ($chunks as $chunk) {
+            CurrencyRate::insertOrIgnore($chunk);
+        }
+
+    }
+}

app/Models/Currency.php

@@ -0,0 +1,100 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Number;
+
+class Currency extends Model
+{
+    protected $hidden = [];
+
+    protected $primaryKey = 'currency';
+
+    protected $keyType = 'string';
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'currency',
+        'label',
+    ];
+
+    /**
+     * Get the attributes that should be cast.
+     *
+     * @return array<string, string>
+     */
+    protected function casts(): array
+    {
+        return [
+            'created_at' => 'datetime',
+            'updated_at' => 'datetime',
+        ];
+    }
+
+    public static function forHumans(int|float $number, ?string $currency = null, ?string $locale = null): string
+    {
+        $symbol = Number::currencySymbol($currency, $locale);
+
+        return $symbol.Number::forHumans($number);
+    }
+
+    /**
+     * Returns a list of supported currencies
+     *
+     * @param  bool|null  $withAliases  Whether to include aliases in list of currencies
+     */
+    public static function list(?bool $withAliases = true): Collection
+    {
+        $aliases = $withAliases ? collect(config('investbrain.currency_aliases'))->map(function ($value, $currency) {
+            return [
+                'currency' => $currency,
+                'label' => $value['label'],
+            ];
+        })->values() : collect();
+
+        return $aliases->merge(self::get()->map->only(['currency', 'label']));
+    }
+
+    /**
+     * Converts between supported currencies
+     *
+     * @param  string|null  $to  (defaults to base currency)
+     */
+    public static function convert(?float $value, string $from, ?string $to = null, mixed $date = null): float
+    {
+        if (empty($value)) {
+            return 0;
+        }
+
+        // Assume converting to base
+        if (empty($to)) {
+            $to = config('investbrain.base_currency');
+        }
+
+        // Get rate
+        [$from, $to] = [
+            cache()->remember($from.'_rate_'.$date, 10, function () use ($from, $date) {
+                return CurrencyRate::historic($from, $date);
+            }),
+            cache()->remember($to.'_rate_'.$date, 10, function () use ($to, $date) {
+                return CurrencyRate::historic($to, $date);
+            }),
+        ];
+
+        // get from rate
+        $rate_to_base = 1 / $from;
+
+        // get value in base currency
+        $base_currency_value = $value * $rate_to_base;
+
+        return (float) $base_currency_value * $to;
+    }
+}

app/Models/CurrencyRate.php

@@ -0,0 +1,251 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use App\Jobs\BatchInsertNewCurrencyRatesJob;
+use Carbon\CarbonPeriod;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Carbon;
+use Investbrain\Frankfurter\Frankfurter;
+
+class CurrencyRate extends Model
+{
+    protected $hidden = [];
+
+    protected $primaryKey = 'currency';
+
+    protected $keyType = 'string';
+
+    /**
+     * The attributes that are mass assignable.
+     *
+     * @var array
+     */
+    protected $fillable = [
+        'date',
+        'currency',
+        'rate',
+    ];
+
+    /**
+     * Get the attributes that should be cast.
+     *
+     * @return array<string, string>
+     */
+    protected function casts(): array
+    {
+        return [
+            'rate' => 'float',
+            'date' => 'date',
+            'created_at' => 'datetime',
+            'updated_at' => 'datetime',
+        ];
+    }
+
+    public static function current(string $currency): float
+    {
+        return (float) self::historic($currency);
+    }
+
+    /**
+     * Get historic rate for symbol
+     */
+    public static function historic(string $currency, mixed $date = null): float
+    {
+        // No need to convert
+        if ($currency === config('investbrain.base_currency')) {
+
+            return 1;
+        }
+
+        // If we don't need historic, let's use current rate
+        if (empty($date)) {
+
+            $date = now();
+        }
+
+        // Make sure we have a Carbon date
+        $date = Carbon::parse($date);
+
+        // Handle aliases
+        [$currency, $adjustment] = self::getCurrencyAliasAdjustments($currency);
+
+        // Get or create historic rate
+        $rate = self::select('rate')
+            ->whereDate('date', $date->toDateString())
+            ->where(['currency' => $currency])
+            ->firstOr(function () use ($date, $currency) {
+
+                $currencies = Currency::all()->pluck('currency')->toArray();
+
+                $rates = Frankfurter::setSymbols($currencies)->historical($date);
+
+                $date = Arr::get($rates, 'date');
+
+                $updates = Arr::map(Arr::get($rates, 'rates', []), function ($rate, $curr) use ($date) {
+
+                    return [
+                        'currency' => $curr,
+                        'date' => $date,
+                        'rate' => $rate,
+                        'updated_at' => now()->toDateTimeString(),
+                        'created_at' => now()->toDateTimeString(),
+                    ];
+                });
+
+                // persist
+                BatchInsertNewCurrencyRatesJob::dispatch($updates);
+
+                return new CurrencyRate(Arr::first($updates, fn ($update) => $update['currency'] == $currency) ?? ['rate' => 1]);
+            });
+
+        return (float) $rate->rate * $adjustment;
+    }
+
+    /**
+     * Get rates for range of dates
+     *
+     * @return array<string, float>
+     */
+    public static function timeSeriesRates(string $currency, mixed $start = null, mixed $end = null): array
+    {
+        if (empty($start)) {
+            return [];
+        }
+
+        $end = $end ?? now();
+
+        $period = CarbonPeriod::create($start, $end);
+
+        // No need to send network request - just generate 1s
+        if ($currency === config('investbrain.base_currency')) {
+
+            $dateRange = [];
+            foreach ($period as $date) {
+                $dateRange[$date->toDateString()] = 1;
+            }
+
+            return $dateRange;
+        }
+
+        [$currency, $adjustment] = self::getCurrencyAliasAdjustments($currency);
+
+        $currencies = Currency::all()->pluck('currency')->toArray();
+
+        // call api in chunks
+        $rates = [];
+        foreach (collect($period)->chunk(500) as $chunk) {
+
+            $chunkRates = Frankfurter::setSymbols($currencies)->timeSeries($chunk->min(), $chunk->max());
+
+            $rates = array_merge($rates, Arr::get($chunkRates, 'rates', []));
+        }
+
+        // loop through each date
+        $updates = [];
+        foreach ($period as $date) {
+
+            $skip = false;
+
+            $lookupDate = $date->toDateString();
+
+            // get rates or find closest valid rate (handles missing weekend rates)
+            while (! isset($rates[$lookupDate])) {
+                $lookupDate = Carbon::parse($lookupDate)->subDay();
+
+                // prevent runaway infinite loops
+                if ($lookupDate->lessThan($date->copy()->subWeek())) {
+
+                    $skip = true;
+                    break;
+                }
+
+                $lookupDate = $lookupDate->toDateString();
+            }
+
+            if ($skip) {
+                continue;
+            }
+
+            // make date a string
+            $date = $date->toDateString();
+
+            // loop through each rate
+            foreach ($rates[$lookupDate] as $curr => $rate) {
+
+                // add to updates
+                $updates[] = [
+                    'currency' => $curr,
+                    'date' => $date,
+                    'rate' => $rate,
+                    'updated_at' => now()->toDateTimeString(),
+                    'created_at' => now()->toDateTimeString(),
+                ];
+            }
+        }
+
+        // persist
+        BatchInsertNewCurrencyRatesJob::dispatch($updates);
+
+        return collect($updates)
+            ->whereBetween('date', [$start, $end ?? now()])
+            ->where('currency', $currency)
+            ->mapWithKeys(fn ($rate) => [
+                $rate['date'] => $rate['rate'] * $adjustment,
+            ])
+            ->toArray();
+    }
+
+    public static function refreshCurrencyData($force = false): void
+    {
+        $currencies = Currency::all()->pluck('currency')->toArray();
+
+        $rates = Frankfurter::setBaseCurrency(config('investbrain.base_currency'))
+            ->setSymbols($currencies)
+            ->latest();
+
+        $updates = [];
+        foreach (Arr::get($rates, 'rates', []) as $currency => $rate) {
+
+            // update currency
+            $updates[] = [
+                'date' => now()->toDateString(),
+                'currency' => $currency,
+                'rate' => $rate,
+            ];
+        }
+
+        // nothing to update
+        if (empty($updates)) {
+            return;
+        }
+
+        if ($force) {
+
+            // force overwrite existing rates
+            CurrencyRate::upsert($updates, ['currency', 'date'], ['rate']);
+        } else {
+
+            // only insert new rates
+            CurrencyRate::insertOrIgnore($updates);
+        }
+    }
+
+    protected static function getCurrencyAliasAdjustments($currency)
+    {
+        $adjustment = 1;
+
+        if (array_key_exists($currency, config('investbrain.currency_aliases', []))) {
+
+            $config = config('investbrain.currency_aliases.'.$currency);
+
+            $adjustment = $config['adjustment'];
+            $currency = $config['alias_of'];
+        }
+
+        return [$currency, $adjustment];
+    }
+}

app/Models/DailyChange.php

@@ -7,6 +7,7 @@ namespace App\Models;
 use App\Traits\HasCompositePrimaryKey;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\DB;
 
 class DailyChange extends Model
 {
@@ -22,10 +23,6 @@ class DailyChange extends Model
         'portfolio_id',
         'date',
         'total_market_value',
-        'total_cost_basis',
-        'total_gain',
-        'total_dividends_earned',
-        'realized_gains',
         'notes',
     ];
 
@@ -33,11 +30,16 @@ class DailyChange extends Model
 
     protected $casts = [
         'date' => 'datetime',
+        'total_market_value' => 'float',
+        'total_cost_basis' => 'float',
+        'total_gain' => 'float',
+        'realized_gain_dollars' => 'float',
+        'total_dividends_earned' => 'float',
     ];
 
     public function scopePortfolio($query, $portfolio)
     {
-        return $query->where('portfolio_id', $portfolio);
+        return $query->where('daily_change.portfolio_id', $portfolio);
     }
 
     public function scopeMyDailyChanges()
@@ -56,6 +58,141 @@ class DailyChange extends Model
         });
     }
 
+    public function scopeWithDailyPerformance($query)
+    {
+        $currency = auth()->user()?->getCurrency() ?? config('investbrain.base_currency');
+
+        $dividendSub = DB::table('holdings')
+            ->join('dividends', 'dividends.symbol', '=', 'holdings.symbol')
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join->on('cr.date', '=', 'dividends.date')
+                    ->where('cr.currency', '=', $currency);
+            })
+            ->join('transactions as tx', function ($join) {
+                $join->on('tx.symbol', '=', 'holdings.symbol')
+                    ->on('tx.portfolio_id', '=', 'holdings.portfolio_id')
+                    ->whereColumn('tx.date', '<=', 'dividends.date');
+            })
+            ->select(['holdings.portfolio_id', 'dividends.date'])
+            ->selectRaw("
+                ((CASE WHEN tx.transaction_type = 'BUY'
+                    THEN tx.quantity ELSE 0 END)
+                - (CASE WHEN tx.transaction_type = 'SELL'
+                    THEN tx.quantity ELSE 0 END))
+                * SUM(
+                    dividends.dividend_amount_base
+                    * COALESCE(cr.rate, 1)
+                )
+                AS total_dividends_earned")
+            ->groupBy(['holdings.portfolio_id', 'dividends.date', 'tx.transaction_type', 'tx.quantity']);
+
+        $totalCostBasisSub = DB::table('transactions as tx1')
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join->on('cr.date', '=', 'tx1.date')
+                    ->where('cr.currency', '=', $currency);
+            })
+            ->select([
+                'tx1.portfolio_id',
+                'tx1.date',
+                'tx1.symbol',
+                'tx1.transaction_type',
+                'tx1.quantity',
+            ])
+            ->selectRaw("(CASE
+                WHEN tx1.transaction_type = 'BUY'
+                    THEN COALESCE(cr.rate, 1)
+                ELSE (
+                    SELECT
+                        SUM(COALESCE(cr2.rate, 1) * buy.cost_basis_base)
+                        / SUM(buy.cost_basis_base)
+                    FROM transactions as buy
+                    LEFT JOIN currency_rates as cr2
+                        ON cr2.date = buy.date
+                        AND cr2.currency = '{$currency}'
+                    WHERE buy.symbol = tx1.symbol
+                        AND buy.portfolio_id = tx1.portfolio_id
+                        AND buy.transaction_type = 'BUY'
+                        AND buy.date <= tx1.date
+                ) END)
+                AS rate")
+            ->selectRaw(
+                "(CASE
+                WHEN tx1.transaction_type = 'BUY'
+                    THEN AVG(tx1.cost_basis_base)
+                ELSE (
+                    SELECT
+                        AVG(-buy.cost_basis_base)
+                    FROM transactions as buy
+                    WHERE buy.symbol = tx1.symbol
+                        AND buy.portfolio_id = tx1.portfolio_id
+                        AND buy.transaction_type = 'BUY'
+                        AND buy.date <= tx1.date
+                ) END)
+                AS cost_basis_base")
+            ->selectRaw(
+                "(CASE
+                WHEN tx1.transaction_type = 'SELL'
+                    THEN tx1.sale_price_base - tx1.cost_basis_base
+                ELSE 0 END)
+                * tx1.quantity
+                * COALESCE(cr.rate, 1)
+                AS realized_gain_dollars")
+            ->groupBy([
+                'tx1.portfolio_id',
+                'tx1.date',
+                'tx1.symbol',
+                'tx1.transaction_type',
+                'tx1.cost_basis_base',
+                'tx1.quantity',
+                'cr.rate',
+                'tx1.sale_price_base',
+            ]);
+
+        return $query
+            ->select(['daily_change.portfolio_id', 'daily_change.date'])
+            ->leftJoinSub($totalCostBasisSub, 'cost_basis_display', function ($join) {
+                $join->on('daily_change.date', '>=', 'cost_basis_display.date')
+                    ->whereColumn('daily_change.portfolio_id', '=', 'cost_basis_display.portfolio_id');
+            })
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join->on('cr.date', '=', 'daily_change.date')
+                    ->where('cr.currency', '=', $currency);
+            })
+            ->selectRaw('
+                SUM(
+                    cost_basis_display.cost_basis_base
+                    * cost_basis_display.quantity
+                    * cost_basis_display.rate
+                ) as total_cost_basis')
+            ->selectRaw('(
+                daily_change.total_market_value * COALESCE(cr.rate, 1)
+                ) - SUM(
+                    cost_basis_display.cost_basis_base
+                    * cost_basis_display.quantity
+                    * cost_basis_display.rate
+                ) as total_gain')
+            ->selectRaw('(
+                daily_change.total_market_value * COALESCE(cr.rate, 1)
+                ) as total_market_value')
+            ->selectRaw('
+                SUM(
+                    cost_basis_display.realized_gain_dollars
+                ) as realized_gain_dollars')
+            ->selectSub(function ($query) use ($dividendSub) {
+                $query->fromSub($dividendSub, 'd')
+                    ->selectRaw('SUM(d.total_dividends_earned)')
+                    ->whereColumn('d.date', '<=', 'daily_change.date')
+                    ->whereColumn('d.portfolio_id', '=', 'daily_change.portfolio_id');
+            }, 'total_dividends_earned')
+            ->groupBy([
+                'daily_change.date',
+                'cr.rate',
+                'daily_change.total_market_value',
+                'daily_change.portfolio_id',
+            ])
+            ->orderBy('daily_change.date');
+    }
+
     public function portfolio()
     {
         return $this->belongsTo(Portfolio::class);

app/Models/Dividend.php

@@ -4,17 +4,24 @@ declare(strict_types=1);
 
 namespace App\Models;
 
+use App\Actions\CopyToBaseCurrency;
+use App\Casts\BaseCurrency;
 use App\Interfaces\MarketData\MarketDataInterface;
+use App\Traits\HasMarketData;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Support\Arr;
 use Illuminate\Support\Carbon;
 use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Pipeline;
 use Illuminate\Support\Str;
 
 class Dividend extends Model
 {
     use HasFactory;
+    use HasMarketData;
     use HasUuids;
 
     protected $fillable = [
@@ -26,21 +33,32 @@ class Dividend extends Model
     protected $hidden = [];
 
     protected $casts = [
-        'date' => 'datetime',
-        'last_dividend_update' => 'datetime',
+        'date' => 'date',
+        'last_dividend_update' => 'date',
+        'dividend_amount' => 'float',
+        'dividend_amount_base' => BaseCurrency::class,
     ];
 
-    public function marketData()
+    protected static function boot()
     {
-        return $this->belongsTo(MarketData::class, 'symbol', 'symbol');
+        parent::boot();
+
+        static::saving(function ($dividend) {
+
+            $dividend = Pipeline::send($dividend)
+                ->through([
+                    CopyToBaseCurrency::class,
+                ])
+                ->then(fn (Dividend $dividend) => $dividend);
+        });
     }
 
-    public function holdings()
+    public function holdings(): HasMany
     {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
 
-    public function transactions()
+    public function transactions(): HasMany
     {
         return $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
@@ -84,8 +102,18 @@ class Dividend extends Model
 
         // ah, we found some dividends...
         if ($dividend_data->isNotEmpty()) {
+
+            $market_data = MarketData::getMarketData($symbol);
+
+            // get historic conversion rates
+            $rate_to_base = CurrencyRate::timeSeriesRates($market_data->currency, $start_date, $end_date);
+
             // create mass insert
             foreach ($dividend_data as $index => $dividend) {
+                $rate_to_base_date = 1 / Arr::get($rate_to_base, Carbon::parse(Arr::get($dividend, 'date'))->toDateString(), 1);
+
+                $dividend['dividend_amount_base'] = $dividend['dividend_amount'] * $rate_to_base_date;
+
                 $dividend_data[$index] = [...$dividend, ...['id' => Str::uuid()->toString(), 'updated_at' => now(), 'created_at' => now()]];
             }
 
@@ -95,9 +123,6 @@ class Dividend extends Model
             // sync to holdings
             self::syncHoldings($symbol);
 
-            // get market data
-            $market_data = MarketData::firstOrNew(['symbol' => $symbol]);
-
             // re-invest dividends
             self::reinvestDividends($dividend_data, $market_data);
 
@@ -127,7 +152,7 @@ class Dividend extends Model
         ")->join('transactions', 'transactions.symbol', '=', 'dividends.symbol')
             ->join('holdings', 'transactions.portfolio_id', '=', 'holdings.portfolio_id')
             ->where('dividends.symbol', $symbol)
-            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount');
+            ->groupBy('holdings.portfolio_id', 'dividends.date', 'dividends.symbol', 'dividends.dividend_amount', 'dividends.dividend_amount_base');
 
         $dividends = DB::table(DB::raw("({$subQuery->toSql()}) as sub"))
             ->mergeBindings($subQuery->getQuery())

app/Models/Holding.php

@@ -4,15 +4,18 @@ declare(strict_types=1);
 
 namespace App\Models;
 
+use App\Traits\HasMarketData;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Support\Arr;
+use Illuminate\Support\Collection;
 use Illuminate\Support\Facades\DB;
 
 class Holding extends Model
 {
     use HasFactory;
+    use HasMarketData;
     use HasUuids;
 
     protected $fillable = [
@@ -28,21 +31,24 @@ class Holding extends Model
     ];
 
     protected $casts = [
+        'reinvest_dividends' => 'boolean',
         'splits_synced_at' => 'datetime',
         'first_transaction_date' => 'datetime',
-        'reinvest_dividends' => 'boolean',
+        'quantity' => 'float',
+        'average_cost_basis' => 'float',
+        'total_cost_basis' => 'float',
+        'realized_gain_dollars' => 'float',
+        'dividends_earned' => 'float',
+        'total_gain_dollars' => 'float',
+        'market_gain_dollars' => 'float',
+        'total_market_value' => 'float',
+        'total_dividends_earned' => 'float',
+        'market_data_market_value' => 'float',
+        'market_data_fifty_two_week_low' => 'float',
+        'market_data_fifty_two_week_high' => 'float',
+        'market_gain_percent' => 'float',
     ];
 
-    /**
-     * Market data for holding
-     *
-     * @return void
-     */
-    public function market_data()
-    {
-        return $this->hasOne(MarketData::class, 'symbol', 'symbol');
-    }
-
     /**
      * Related transactions for holding
      *
@@ -61,7 +67,7 @@ class Holding extends Model
     public function dividends()
     {
         return $this->hasMany(Dividend::class, 'symbol', 'symbol')
-            ->select(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount'])
+            ->select(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount', 'dividends.dividend_amount_base'])
             ->selectRaw("SUM(
                     CASE WHEN transaction_type = 'BUY'
                         AND transactions.symbol = dividends.symbol
@@ -91,8 +97,21 @@ class Holding extends Model
                         THEN transactions.quantity ELSE 0 END)
                     * dividends.dividend_amount
                 ) AS total_received")
+            ->selectRaw("SUM(
+                (CASE WHEN transaction_type = 'BUY'
+                    AND transactions.symbol = dividends.symbol
+                    AND transactions.portfolio_id = '$this->portfolio_id'
+                    AND date(transactions.date) <= date(dividends.date)
+                    THEN transactions.quantity ELSE 0 END
+                - CASE WHEN transaction_type = 'SELL'
+                    AND transactions.symbol = dividends.symbol
+                    AND transactions.portfolio_id = '$this->portfolio_id'
+                    AND date(transactions.date) <= date(dividends.date)
+                    THEN transactions.quantity ELSE 0 END)
+                * dividends.dividend_amount_base
+            ) AS total_received_base")
             ->join('transactions', 'transactions.symbol', 'dividends.symbol')
-            ->groupBy(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount'])
+            ->groupBy(['dividends.symbol', 'dividends.date', 'dividends.dividend_amount', 'dividends.dividend_amount_base'])
             ->orderBy('dividends.date', 'DESC')
             ->where('dividends.date', '>=', function ($query) {
                 $query->selectRaw('min(transactions.date)')
@@ -118,7 +137,7 @@ class Holding extends Model
                 THEN transactions.quantity 
                 ELSE 0 
                 END)
-            ) * dividends.dividend_amount > 0");
+            ) * dividends.dividend_amount_base > 0");
     }
 
     /**
@@ -156,12 +175,16 @@ class Holding extends Model
     {
         return $query->withAggregate('market_data', 'name')
             ->withAggregate('market_data', 'market_value')
+            ->withAggregate('market_data', 'market_value_base')
             ->withAggregate('market_data', 'fifty_two_week_low')
             ->withAggregate('market_data', 'fifty_two_week_high')
             ->withAggregate('market_data', 'updated_at')
             ->join('market_data', 'holdings.symbol', 'market_data.symbol');
     }
 
+    /**
+     * Calculate performance for holding in its local currency
+     */
     public function scopeWithPerformance($query)
     {
         return $query->selectRaw('COALESCE(market_data.market_value * holdings.quantity, 0) AS total_market_value')
@@ -193,15 +216,169 @@ class Holding extends Model
         });
     }
 
-    public function scopeWithPortfolioMetrics($query)
+    /**
+     * Scope which returns collection of performance metrics for holdings
+     *
+     * @param  string  $currency  Allows casting to specified currency
+     */
+    public function scopeGetPortfolioMetrics($query, $currency = null): Collection
     {
-        return $query->selectRaw('COALESCE(SUM(holdings.dividends_earned), 0) AS total_dividends_earned')
-            ->selectRaw('COALESCE(SUM(holdings.realized_gain_dollars), 0) AS realized_gain_dollars')
-            ->selectRaw('COALESCE(SUM(holdings.quantity * market_data.market_value), 0) AS total_market_value')
-            ->selectRaw('COALESCE(SUM(holdings.total_cost_basis), 0) AS total_cost_basis')
-            ->selectRaw('COALESCE(SUM(holdings.quantity * market_data.market_value), 0) - COALESCE(SUM(holdings.total_cost_basis), 0) AS total_gain_dollars')
-                    // ->selectRaw('COALESCE((@total_gain_dollars / @sum_total_cost_basis) * 100,0) AS total_gain_percent')
-            ->join('market_data', 'market_data.symbol', '=', 'holdings.symbol');
+        $result = $query->withPortfolioMetrics($currency)->get();
+
+        return collect([
+            'total_cost_basis' => $result->sum('total_cost_basis'),
+            'total_market_value' => $result->sum('total_market_value'),
+            'total_gain_dollars' => $result->sum('total_gain_dollars'),
+            'realized_gain_dollars' => $result->sum('realized_gain_dollars'),
+            'total_dividends_earned' => $result->sum('total_dividends_earned'),
+        ]);
+    }
+
+    /**
+     * Scope to collect performance metrics for holdings
+     *
+     * @param  string  $currency  Allows casting to specified currency
+     */
+    public function scopeWithPortfolioMetrics($query, $currency = null): mixed
+    {
+        $currency = $currency ?? auth()->user()->getCurrency();
+
+        return $query->select([
+            'holdings.symbol',
+            'holdings.portfolio_id',
+            'transactions_display.total_cost_basis',
+            'transactions_display.realized_gain_dollars',
+            'dividends_display.total_dividends_earned',
+        ])
+            ->groupBy([
+                'holdings.symbol',
+                'holdings.quantity',
+                'holdings.portfolio_id',
+                'cr.rate',
+                'transactions_display.total_cost_basis',
+                'transactions_display.realized_gain_dollars',
+                'dividends_display.total_dividends_earned',
+                'market_data.market_value_base',
+            ])
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join->where('cr.currency', '=', $currency);
+
+                if (config('database.default') === 'sqlite') {
+
+                    $join->whereRaw("strftime('%Y-%m-%d', cr.date) = ?", [now()->toDateString()]);
+                } else {
+
+                    $join->on('cr.date', '=', DB::raw("'".now()->toDateString()."'"));
+                }
+            })
+            ->leftJoin('market_data', function ($join) {
+                $join->on('market_data.symbol', '=', 'holdings.symbol');
+            })
+            ->selectRaw(
+                'holdings.quantity * market_data.market_value_base * COALESCE(cr.rate, 1) AS total_market_value'
+            )
+            ->selectRaw('(
+                holdings.quantity * market_data.market_value_base * COALESCE(cr.rate, 1)
+                ) - transactions_display.total_cost_basis as total_gain_dollars')
+            ->leftJoinSub(
+                DB::table('transactions')
+                    ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                        $join->on('cr.date', '=', 'transactions.date')
+                            ->where('cr.currency', '=', $currency);
+                    })
+                    ->select(['transactions.symbol', 'transactions.portfolio_id'])
+                    ->leftJoinSub(
+                        DB::table('transactions')
+                            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                                $join
+                                    ->on('cr.date', '=', 'transactions.date')
+                                    ->where('cr.currency', '=', $currency);
+                            })
+                            ->select([
+                                'transactions.symbol',
+                                'transactions.portfolio_id',
+                                'transactions.quantity',
+                                'transactions.date',
+                            ])
+                            ->selectRaw(
+                                "(CASE
+                                        WHEN transactions.transaction_type = 'BUY'
+                                            THEN COALESCE(cr.rate, 1)
+                                        ELSE (
+                                            SELECT
+                                                SUM(COALESCE(cr2.rate, 1) * buy.cost_basis_base)
+                                                / SUM(buy.cost_basis_base)
+                                            FROM transactions as buy
+                                            LEFT JOIN currency_rates as cr2
+                                                ON cr2.date = buy.date
+                                                AND cr2.currency = '{$currency}'
+                                            WHERE buy.symbol = transactions.symbol
+                                                AND buy.portfolio_id = transactions.portfolio_id
+                                                AND buy.transaction_type = 'BUY'
+                                                AND buy.date <= transactions.date
+                                        ) END)
+                                        AS rate"
+                            )
+                            ->selectRaw(
+                                "(CASE
+                                        WHEN transactions.transaction_type = 'BUY'
+                                            THEN AVG(transactions.cost_basis_base)
+                                        ELSE (
+                                            SELECT
+                                                AVG(-buy.cost_basis_base)
+                                            FROM transactions as buy
+                                            WHERE buy.symbol = transactions.symbol
+                                                AND buy.portfolio_id = transactions.portfolio_id
+                                                AND buy.transaction_type = 'BUY'
+                                                AND buy.date <= transactions.date
+                                        ) END)
+                                        AS cost_basis_base"
+                            )
+                            ->groupBy([
+                                'transactions.symbol',
+                                'transactions.date',
+                                'transactions.portfolio_id',
+                                'transactions.transaction_type',
+                                'transactions.quantity',
+                                'cr.rate',
+                            ]), 'cost_basis_display', function ($join) {
+                                $join->on('transactions.symbol', '=', 'cost_basis_display.symbol')
+                                    ->on('transactions.portfolio_id', '=', 'cost_basis_display.portfolio_id')
+                                    ->on('transactions.date', '=', 'cost_basis_display.date');
+                            })
+                    ->selectRaw(
+                        "SUM(CASE WHEN transactions.transaction_type = 'SELL' THEN (transactions.sale_price_base - transactions.cost_basis_base) * transactions.quantity * COALESCE(cr.rate, 1) ELSE 0 END) AS realized_gain_dollars"
+                    )
+                    ->selectRaw(
+                        'SUM(cost_basis_display.cost_basis_base * cost_basis_display.quantity * cost_basis_display.rate) AS total_cost_basis'
+                    )
+                    ->groupBy(['transactions.symbol', 'transactions.portfolio_id']),
+                'transactions_display',
+                function ($join) {
+                    $join->on('holdings.symbol', '=', 'transactions_display.symbol')
+                        ->on('holdings.portfolio_id', '=', 'transactions_display.portfolio_id');
+                }
+            )
+            ->leftJoinSub(
+                DB::table('dividends')
+                    ->join('transactions as tx', function ($join) {
+                        $join->on('tx.symbol', '=', 'dividends.symbol')
+                            ->on('tx.date', '<=', 'dividends.date');
+                    })
+                    ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                        $join->on('cr.date', '=', 'dividends.date')
+                            ->where('cr.currency', '=', $currency);
+                    })
+                    ->select(['dividends.symbol'])
+                    ->selectRaw(
+                        "SUM(((CASE WHEN transaction_type = 'BUY' THEN tx.quantity ELSE 0 END) - (CASE WHEN transaction_type = 'SELL' THEN tx.quantity ELSE 0 END)) * dividends.dividend_amount_base * COALESCE(cr.rate, 1)) AS total_dividends_earned"
+                    )
+                    ->groupBy(['dividends.symbol']),
+                'dividends_display',
+                function ($join) {
+                    $join->on('holdings.symbol', '=', 'dividends_display.symbol');
+                }
+            );
     }
 
     public function syncTransactionsAndDividends()
@@ -209,14 +386,14 @@ class Holding extends Model
         // pull existing transaction data
         $query = Transaction::where([
             'portfolio_id' => $this->portfolio_id,
-            'symbol' => $this->symbol,
+            'transactions.symbol' => $this->symbol,
         ])->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN quantity ELSE 0 END) AS qty_purchases")
             ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN quantity ELSE 0 END) AS qty_sales")
+            ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN (sale_price - cost_basis) * quantity ELSE 0 END) AS realized_gain_dollars")
             ->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN (quantity * cost_basis) ELSE 0 END) AS total_cost_basis")
-            ->selectRaw("SUM(CASE WHEN transaction_type = 'SELL' THEN (quantity * sale_price) ELSE 0 END) AS total_sale_price")
             ->first();
 
-        $total_quantity = round($query->qty_purchases - $query->qty_sales, 3);
+        $total_quantity = round($query->qty_purchases - $query->qty_sales, 4);
 
         $average_cost_basis = (
             $query->qty_purchases > 0
@@ -229,9 +406,7 @@ class Holding extends Model
             'quantity' => $total_quantity,
             'average_cost_basis' => $average_cost_basis,
             'total_cost_basis' => $total_quantity * $average_cost_basis,
-            'realized_gain_dollars' => $query->qty_purchases > 0 && $query->total_sale_price > 0
-                    ? $query->total_sale_price - ($query->qty_sales * ($query->total_cost_basis / $query->qty_purchases))
-                    : 0,
+            'realized_gain_dollars' => $query->realized_gain_dollars ?? 0,
             'dividends_earned' => $this->dividends->sum('total_received'),
         ]);
 
@@ -253,6 +428,11 @@ class Holding extends Model
         return $purchases - $sales;
     }
 
+    /**
+     * Method that enables calculating daily performance for a given holding
+     *
+     * @return void
+     */
     public function dailyPerformance(
         ?\Illuminate\Support\Carbon $start_date = null,
         ?\Illuminate\Support\Carbon $end_date = null,
@@ -277,11 +457,11 @@ class Holding extends Model
         // Default CTE time series query (for MySQL and SQLite)
         $timeSeriesQuery = DB::table(DB::raw("(
             WITH RECURSIVE date_series AS (
-                SELECT '{$start_date->format('Y-m-d')}' AS date
+                SELECT '{$start_date->toDateString()}' AS date
                 UNION ALL
                 SELECT $date_interval
                 FROM date_series
-                WHERE date < '{$end_date->format('Y-m-d')}'
+                WHERE date < '{$end_date->toDateString()}'
             )
             SELECT date_series.date
             FROM date_series
@@ -292,8 +472,8 @@ class Holding extends Model
 
             $timeSeriesQuery = DB::table(DB::raw("
                 generate_series(
-                    date '{$start_date->format('Y-m-d')}', 
-                    date '{$end_date->format('Y-m-d')}', 
+                    date '{$start_date->toDateString()}', 
+                    date '{$end_date->toDateString()}', 
                     interval '1 day'
                 ) as date_series"));
 
@@ -335,12 +515,12 @@ class Holding extends Model
                     CASE
                         WHEN ({$quantityQuery}) = 0 THEN 0
                         ELSE SUM(CASE
-                            WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity * transactions.cost_basis
+                            WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity * transactions.cost_basis_base
                             ELSE 0
                         END)
                     END AS cost_basis
                 "),
-                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price - cost_basis) * quantity) ELSE 0 END), 0) AS realized_gains"),
+                DB::raw("COALESCE(SUM(CASE WHEN transaction_type = 'SELL' THEN ((sale_price_base - cost_basis_base) * quantity) ELSE 0 END), 0) AS realized_gains"),
             ])
             ->leftJoin('transactions', function ($join) {
                 $join->on(DB::raw('DATE(transactions.date)'), '<=', 'date_series.date')
@@ -357,7 +537,7 @@ class Holding extends Model
     {
         $formattedTransactions = '';
         foreach ($this->transactions->sortByDesc('date') as $transaction) {
-            $formattedTransactions .= ' * '.$transaction->date->format('Y-m-d')
+            $formattedTransactions .= ' * '.$transaction->date->toDateString()
                                     .' '.$transaction->transaction_type
                                     .' '.$transaction->quantity
                                     .' @ '.$transaction->cost_basis

app/Models/MarketData.php

@@ -4,9 +4,12 @@ declare(strict_types=1);
 
 namespace App\Models;
 
+use App\Actions\CopyToBaseCurrency;
+use App\Casts\BaseCurrency;
 use App\Interfaces\MarketData\MarketDataInterface;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Pipeline;
 
 class MarketData extends Model
 {
@@ -21,7 +24,9 @@ class MarketData extends Model
     protected $fillable = [
         'symbol',
         'name',
+        'currency',
         'market_value',
+        'market_value_base',
         'fifty_two_week_high',
         'fifty_two_week_low',
         'forward_pe',
@@ -29,21 +34,40 @@ class MarketData extends Model
         'market_cap',
         'book_value',
         'last_dividend_date',
+        'last_dividend_amount',
         'dividend_yield',
+        'meta_data',
     ];
 
     protected $casts = [
-        'last_dividend_date' => 'datetime',
         'market_value' => 'float',
+        'market_value_base' => BaseCurrency::class,
         'fifty_two_week_high' => 'float',
         'fifty_two_week_low' => 'float',
         'forward_pe' => 'float',
         'trailing_pe' => 'float',
-        'market_cap' => 'float',
+        'market_cap' => 'integer',
         'book_value' => 'float',
+        'last_dividend_date' => 'datetime',
+        'last_dividend_amount' => 'float',
         'dividend_yield' => 'float',
+        'meta_data' => 'json',
     ];
 
+    protected static function boot()
+    {
+        parent::boot();
+
+        static::saving(function ($market_data) {
+
+            $market_data = Pipeline::send($market_data)
+                ->through([
+                    CopyToBaseCurrency::class,
+                ])
+                ->then(fn (MarketData $market_data) => $market_data);
+        });
+    }
+
     public function holdings()
     {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
@@ -54,7 +78,7 @@ class MarketData extends Model
         return $query->where('symbol', $symbol);
     }
 
-    public static function getMarketData($symbol, $force = false)
+    public static function getMarketData($symbol, $force = false): self
     {
         $market_data = self::firstOrNew([
             'symbol' => $symbol,

app/Models/Portfolio.php

@@ -136,6 +136,9 @@ class Portfolio extends Model
         }
     }
 
+    /**
+     * Writes daily change history for a portfolio to the database
+     */
     public function syncDailyChanges(): void
     {
         $holdings = $this->holdings()
@@ -147,11 +150,9 @@ class Portfolio extends Model
             ->groupBy(['holdings.symbol', 'holdings.portfolio_id'])
             ->get();
 
-        $dividends = Dividend::whereIn('symbol', $holdings->pluck('symbol'))->get();
-
         $total_performance = [];
 
-        $holdings->each(function ($holding) use (&$total_performance, $dividends) {
+        $holdings->each(function ($holding) use (&$total_performance) {
 
             $period = CarbonPeriod::create(
                 $holding->first_transaction_date,
@@ -160,34 +161,25 @@ class Portfolio extends Model
                     : now()
             );
 
-            $holding->setRelation('dividends', $dividends->where('symbol', $holding->symbol));
-
             $daily_performance = $holding->dailyPerformance($holding->first_transaction_date, now());
-            $dividends = $holding->dividends->keyBy(function ($dividend, $key) {
-                return $dividend['date']->format('Y-m-d');
-            });
             $all_history = app(MarketDataInterface::class)->history($holding->symbol, $holding->first_transaction_date, now());
+            $currency_rates = CurrencyRate::timeSeriesRates($holding->market_data->currency, $holding->first_transaction_date, now());
 
-            $dividends_earned = 0;
             $holding_performance = [];
 
             foreach ($period as $date) {
-                $date = $date->format('Y-m-d');
+                $date = $date->toDateString();
 
                 $close = $this->getMostRecentCloseData($all_history, $date);
 
                 $total_market_value = $daily_performance->get($date)->owned * $close;
-                $dividends_earned += $daily_performance->get($date)->owned * ($dividends->get($date)?->dividend_amount ?? 0);
 
                 if (Carbon::parse($date)->isWeekday()) {
+
                     $holding_performance[$date] = [
                         'date' => $date,
                         'portfolio_id' => $this->id,
-                        'total_market_value' => $total_market_value,
-                        'total_cost_basis' => $daily_performance->get($date)->cost_basis,
-                        'total_gain' => $total_market_value - $daily_performance->get($date)->cost_basis,
-                        'realized_gains' => $daily_performance->get($date)->realized_gains,
-                        'total_dividends_earned' => $dividends_earned,
+                        'total_market_value' => $total_market_value * (1 / Arr::get($currency_rates, $date, 1)),
                     ];
                 }
             }
@@ -200,10 +192,6 @@ class Portfolio extends Model
                 } else {
 
                     $total_performance[$date]['total_market_value'] += $performance['total_market_value'];
-                    $total_performance[$date]['total_cost_basis'] += $performance['total_cost_basis'];
-                    $total_performance[$date]['total_gain'] += $performance['total_gain'];
-                    $total_performance[$date]['realized_gains'] += $performance['realized_gains'];
-                    $total_performance[$date]['total_dividends_earned'] += $performance['total_dividends_earned'];
                 }
             }
         });
@@ -221,10 +209,6 @@ class Portfolio extends Model
                     ['date', 'portfolio_id'],
                     [
                         'total_market_value',
-                        'total_cost_basis',
-                        'total_gain',
-                        'realized_gains',
-                        'total_dividends_earned',
                     ]
                 );
             });
@@ -239,7 +223,7 @@ class Portfolio extends Model
 
             $i++;
 
-            $date = Carbon::parse($date)->subDay()->format('Y-m-d');
+            $date = Carbon::parse($date)->subDay()->toDateString();
 
             return $this->getMostRecentCloseData($history, $date, $i);
         }

app/Models/Split.php

@@ -5,15 +5,18 @@ declare(strict_types=1);
 namespace App\Models;
 
 use App\Interfaces\MarketData\MarketDataInterface;
+use App\Traits\HasMarketData;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\HasMany;
 use Illuminate\Support\Facades\DB;
 use Illuminate\Support\Str;
 
 class Split extends Model
 {
     use HasFactory;
+    use HasMarketData;
     use HasUuids;
 
     protected $fillable = [
@@ -29,12 +32,12 @@ class Split extends Model
         'last_date' => 'datetime',
     ];
 
-    public function holdings()
+    public function holdings(): HasMany
     {
         return $this->hasMany(Holding::class, 'symbol', 'symbol');
     }
 
-    public function transactions()
+    public function transactions(): HasMany
     {
         return $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
@@ -114,7 +117,7 @@ class Split extends Model
                 'symbol' => $split->symbol,
                 'portfolio_id' => $split->portfolio_id,
             ])
-                ->whereDate('transactions.date', '<', $split->date->format('Y-m-d'))
+                ->whereDate('transactions.date', '<', $split->date->toDateString())
                 ->selectRaw("SUM(CASE WHEN transaction_type = 'BUY' THEN quantity ELSE 0 END) -
                             SUM(CASE WHEN transaction_type = 'SELL' THEN quantity ELSE 0 END) AS qty_owned")
                 ->value('qty_owned');

app/Models/Transaction.php

@@ -4,18 +4,24 @@ declare(strict_types=1);
 
 namespace App\Models;
 
+use App\Actions\ConvertToMarketDataCurrency;
+use App\Actions\CopyToBaseCurrency;
+use App\Actions\EnsureCostBasisAddedToSale;
+use App\Casts\BaseCurrency;
+use App\Traits\HasMarketData;
 use Illuminate\Contracts\Database\Eloquent\Builder;
 use Illuminate\Database\Eloquent\Casts\Attribute;
 use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Database\Eloquent\Model;
 use Illuminate\Database\Eloquent\Relations\BelongsTo;
-use Illuminate\Database\Eloquent\Relations\HasOne;
 use Illuminate\Support\Arr;
+use Illuminate\Support\Facades\Pipeline;
 
 class Transaction extends Model
 {
     use HasFactory;
+    use HasMarketData;
     use HasUuids;
 
     protected $fillable = [
@@ -23,6 +29,7 @@ class Transaction extends Model
         'date',
         'portfolio_id',
         'transaction_type',
+        'currency',
         'quantity',
         'cost_basis',
         'sale_price',
@@ -36,6 +43,11 @@ class Transaction extends Model
         'date' => 'datetime',
         'split' => 'boolean',
         'reinvested_dividend' => 'boolean',
+        'quantity' => 'float',
+        'cost_basis' => 'float',
+        'sale_price' => 'float',
+        'cost_basis_base' => BaseCurrency::class,
+        'sale_price_base' => BaseCurrency::class,
     ];
 
     protected static function boot()
@@ -44,18 +56,19 @@ class Transaction extends Model
 
         static::saving(function ($transaction) {
 
-            if ($transaction->transaction_type == 'SELL') {
-
-                $transaction->ensureCostBasisIsAddedToSale();
-            }
+            $transaction = Pipeline::send($transaction)
+                ->through([
+                    ConvertToMarketDataCurrency::class,
+                    EnsureCostBasisAddedToSale::class,
+                    CopyToBaseCurrency::class,
+                ])
+                ->then(fn (Transaction $transaction) => $transaction);
         });
 
         static::saved(function ($transaction) {
 
             $transaction->syncToHolding();
 
-            $transaction->refreshMarketData();
-
             cache()->forget('portfolio-metrics-'.$transaction->portfolio_id);
         });
 
@@ -77,16 +90,6 @@ class Transaction extends Model
         );
     }
 
-    /**
-     * Related market data for transaction
-     *
-     * @return void
-     */
-    public function market_data(): HasOne
-    {
-        return $this->hasOne(MarketData::class, 'symbol', 'symbol');
-    }
-
     /**
      * Related portfolio
      *
@@ -141,28 +144,6 @@ class Transaction extends Model
         });
     }
 
-    public function refreshMarketData(): void
-    {
-        MarketData::getMarketData($this->attributes['symbol']);
-    }
-
-    /**
-     * Writes average cost basis to a sale transaction
-     */
-    public function ensureCostBasisIsAddedToSale(): Transaction
-    {
-        $average_cost_basis = Transaction::where([
-            'portfolio_id' => $this->portfolio_id,
-            'symbol' => $this->symbol,
-            'transaction_type' => 'BUY',
-        ])->whereDate('date', '<=', $this->date)
-            ->average('cost_basis');
-
-        $this->cost_basis = $average_cost_basis ?? 0;
-
-        return $this;
-    }
-
     /**
      * Syncs the holding related to this transaction
      */
@@ -187,8 +168,8 @@ class Transaction extends Model
             'portfolio_id' => $this->portfolio_id,
             'symbol' => $this->symbol,
             'quantity' => $this->quantity,
-            'average_cost_basis' => $this->cost_basis,
-            'total_cost_basis' => $this->quantity * $this->cost_basis,
+            'average_cost_basis' => $this->cost_basis_base,
+            'total_cost_basis' => $this->quantity * $this->cost_basis_base,
             'splits_synced_at' => now(),
         ])->syncTransactionsAndDividends();
     }

app/Models/User.php

@@ -10,6 +10,7 @@ use Illuminate\Database\Eloquent\Concerns\HasUuids;
 use Illuminate\Database\Eloquent\Factories\HasFactory;
 use Illuminate\Foundation\Auth\User as Authenticatable;
 use Illuminate\Notifications\Notifiable;
+use Illuminate\Support\Arr;
 use Laravel\Fortify\TwoFactorAuthenticatable;
 use Laravel\Jetstream\HasProfilePhoto;
 use Laravel\Sanctum\HasApiTokens;
@@ -31,6 +32,7 @@ class User extends Authenticatable implements MustVerifyEmail
         'name',
         'email',
         'password',
+        'options',
     ];
 
     protected $hidden = [
@@ -50,6 +52,8 @@ class User extends Authenticatable implements MustVerifyEmail
         return [
             'email_verified_at' => 'datetime',
             'password' => 'hashed',
+            'admin' => 'boolean',
+            'options' => 'json',
         ];
     }
 
@@ -82,4 +86,16 @@ class User extends Authenticatable implements MustVerifyEmail
                     ELSE COALESCE(market_data.market_value - transactions.cost_basis, 0)
                 END AS gain_dollars');
     }
+
+    public function getCurrency(): string
+    {
+        return Arr::get($this->options, 'display_currency') ?? config('investbrain.base_currency');
+    }
+
+    public function getLocale(): string
+    {
+        $available_locales = Arr::pluck(config('app.available_locales'), 'locale');
+
+        return Arr::get($this->options, 'locale') ?? request()->getPreferredLanguage($available_locales) ?? config('app.locale');
+    }
 }

app/Providers/AppServiceProvider.php

@@ -5,7 +5,10 @@ declare(strict_types=1);
 namespace App\Providers;
 
 use Illuminate\Http\Resources\Json\JsonResource;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Number;
 use Illuminate\Support\ServiceProvider;
+use NumberFormatter;
 
 class AppServiceProvider extends ServiceProvider
 {
@@ -26,5 +29,28 @@ class AppServiceProvider extends ServiceProvider
     public function boot(): void
     {
         JsonResource::withoutWrapping();
+
+        Arr::macro('skipEmptyValues', function (array $array) {
+
+            return Arr::mapWithKeys($array, function (mixed $value, mixed $key) {
+                $result = [];
+                if (! empty($value)) {
+                    $result[$key] = $value;
+                }
+
+                return $result;
+            });
+        });
+
+        Number::macro('currencySymbol', function (?string $currency = null, ?string $locale = null) {
+
+            $currency = $currency ?? Number::defaultCurrency();
+
+            $locale = $locale ?? Number::defaultLocale();
+
+            $formatter = new NumberFormatter($locale."@currency=$currency", NumberFormatter::CURRENCY);
+
+            return $formatter->getSymbol(NumberFormatter::CURRENCY_SYMBOL);
+        });
     }
 }

app/Providers/VoltServiceProvider.php

@@ -23,8 +23,13 @@ class VoltServiceProvider extends ServiceProvider
     public function boot(): void
     {
         Volt::mount([
-            config('livewire.view_path', resource_path('views/livewire')),
-            resource_path('views/pages'),
+            // config('livewire.view_path', resource_path('views/livewire')),
+            resource_path('views/components'),
+            resource_path('views/profile'),
+            resource_path('views/holding'),
+            resource_path('views/transaction'),
+            resource_path('views/portfolio'),
+            resource_path('views/auth'),
         ]);
     }
 }

app/Rules/QuantityValidationRule.php

@@ -5,8 +5,9 @@ declare(strict_types=1);
 namespace App\Rules;
 
 use App\Models\Portfolio;
-use Illuminate\Contracts\Validation\ValidationRule;
+use App\Models\Transaction;
 use Illuminate\Support\Carbon;
+use Illuminate\Contracts\Validation\ValidationRule;
 
 class QuantityValidationRule implements ValidationRule
 {
@@ -20,12 +21,7 @@ class QuantityValidationRule implements ValidationRule
         protected ?string $symbol,
         protected ?string $transactionType,
         protected string|Carbon|null $date
-    ) {
-        $this->portfolio = $portfolio;
-        $this->symbol = $symbol;
-        $this->transactionType = $transactionType;
-        $this->date = $date;
-    }
+    ) { }
 
     /**
      * Validate the attribute.
@@ -39,21 +35,21 @@ class QuantityValidationRule implements ValidationRule
 
         if ($this->transactionType == 'SELL') {
 
-            $purchase_qty = $this->portfolio->transactions()
+            $purchase_qty = (float) $this->portfolio->transactions()
                 ->symbol($this->symbol)
                 ->buy()
-                ->beforeDate($this->date)
+                ->whereDate('date', '<', $this->date)
                 ->sum('quantity');
 
-            $sales_qty = $this->portfolio->transactions()
+            $sales_qty = (float) $this->portfolio->transactions()
                 ->symbol($this->symbol)
                 ->sell()
-                ->beforeDate($this->date)
+                ->whereDate('date', '<', $this->date)
                 ->sum('quantity');
 
             $maxQuantity = $purchase_qty - $sales_qty;
 
-            if (round($value, 3) > round($maxQuantity, 3)) {
+            if (round($value, 4) > round($maxQuantity, 4)) {
                 $fail(__('The quantity must not be greater than the available quantity.'));
             }
         }

app/Support/Helpers.php

@@ -2,16 +2,15 @@
 
 declare(strict_types=1);
 
-// if (!function_exists('formatMoney')) {
-//     /**
-//      * Returns a formatted string for currency
-//      *
-//      * @param int|float $amount
-//      *
-//      * */
-//     function formatMoney(int|float $amount) {
-//         $formatter = new NumberFormatter('en_US', NumberFormatter::CURRENCY);
+use App\Models\Currency;
 
-//         return $formatter->formatCurrency((float) $amount, 'USD');
-//     }
-// }
+if (! function_exists('currency')) {
+
+    // /**
+    //  * Returns an instance of the currency model
+    //  * */
+    // function currency(): Currency
+    // {
+    //     return new Currency;
+    // }
+}

app/Traits/HasMarketData.php

@@ -0,0 +1,43 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Traits;
+
+use App\Models\MarketData;
+use Illuminate\Database\Eloquent\Relations\HasOne;
+
+trait HasMarketData
+{
+    /**
+     * Related market data for model
+     *
+     * @return void
+     */
+    public function market_data(): HasOne
+    {
+        return $this->hasOne(MarketData::class, 'symbol', 'symbol');
+    }
+
+    /**
+     * Gracefully loads related market data as relationship (creates if doesn't exist)
+     */
+    public function loadMarketData(): void
+    {
+        if (is_null($this->market_data)) {
+
+            $this->setRelation('market_data', MarketData::getMarketData($this->attributes['symbol']));
+        }
+    }
+
+    public function scopeNotBaseCurrency($query): void
+    {
+        $query->with('market_data')
+            ->whereRelation(
+                'market_data',
+                'currency',
+                '!=',
+                config('investbrain.base_currency')
+            );
+    }
+}

app/View/Components/AppLayout.php

@@ -21,11 +21,11 @@ class AppLayout extends Component
 
                                 <x-partials.nav-bar />
 
-                                <x-main with-nav full-width>
+                                <x-partials.main with-nav full-width>
 
                                     <x-slot:sidebar drawer="main-drawer" class="bg-base-100 lg:bg-inherit">
-                            
-                                        <x-partials.side-bar />
+                                        
+                                        @livewire('partials.side-bar')
 
                                     </x-slot:sidebar>
 
@@ -34,7 +34,7 @@ class AppLayout extends Component
                                         {{ $slot }}
                                     </x-slot:content>
 
-                                </x-main>
+                                </x-partials.main>
                             
                                 @if(session('toast'))
                                     <script lang="text/javascript">