wip test

* Also adds ability for user to export configurations

README.md

@@ -193,6 +193,7 @@ Just to be safe, we recommend backing up your portfolios before using these comm
 | refresh:market-data | Refreshes market data with your configured market data provider. |
 | refresh:dividend-data | Refreshes dividend data with your configured market data provider. Will also re-calculate your total dividends earned for each holding. |
 | refresh:split-data | Refreshes splits data with your configured market data provider. Will also create new transactions to account for any splits. |
+| refresh:currency-data | Grabs the latest daily currency exchange rate data and persists to the database. |
 | capture:daily-change | Captures a snapshot of each portfolio's daily performance. |
 | sync:daily-change | Re-calculates daily snapshots of your portfolio's daily performance. Useful to fill in gaps in your portfolio charts. (Note: this is an extremely resource intensive query.) |
 | sync:holdings | Re-calculates performance of holdings with related transactions (i.e. dividends, realized gains, etc). |

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/EnsureDailyChangeIsSynced.php

@@ -0,0 +1,35 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Actions;
+
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Support\Facades\Cache;
+
+use function Illuminate\Support\defer;
+
+class EnsureDailyChangeIsSynced
+{
+    public function __invoke(Model $model, callable $next)
+    {
+        if (config('app.env') != 'testing') {
+
+            $cacheKey = 'daily_change_synced'.$model->portfolio_id;
+
+            if (
+                ! Cache::has($cacheKey)
+                && $model->date->lessThan(now())
+                && ($model->date->lessThan($model->portfolio->daily_change()->min('date') ?? now())
+                    || $model->date->lessThan($model->portfolio->transactions()->where('id', '!=', $model->id)->max('date') ?? now())
+                )
+            ) {
+                defer(fn () => $model->portfolio->syncDailyChanges());
+
+                Cache::put($cacheKey, now(), now()->addMinutes(5));
+            }
+        }
+
+        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/Exports/BackupExport.php

@@ -4,6 +4,7 @@ declare(strict_types=1);
 
 namespace App\Exports;
 
+use App\Exports\Sheets\ConfigSheet;
 use App\Exports\Sheets\DailyChangesSheet;
 use App\Exports\Sheets\PortfoliosSheet;
 use App\Exports\Sheets\TransactionsSheet;
@@ -24,6 +25,7 @@ class BackupExport implements WithMultipleSheets
             new PortfoliosSheet($this->empty),
             new TransactionsSheet($this->empty),
             new DailyChangesSheet($this->empty),
+            new ConfigSheet($this->empty),
         ];
     }
 }

app/Exports/Sheets/ConfigSheet.php

@@ -0,0 +1,64 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Exports\Sheets;
+
+use App\Models\Holding;
+use Maatwebsite\Excel\Concerns\FromCollection;
+use Maatwebsite\Excel\Concerns\WithHeadings;
+use Maatwebsite\Excel\Concerns\WithTitle;
+
+class ConfigSheet implements FromCollection, WithHeadings, WithTitle
+{
+    public function __construct(
+        public bool $empty = false
+    ) {}
+
+    public function headings(): array
+    {
+        return [
+            'Key',
+            'Value',
+        ];
+    }
+
+    /**
+     * @return \Illuminate\Support\Collection
+     */
+    public function collection()
+    {
+        $configs = collect();
+
+        if ($this->empty) {
+            return $configs;
+        }
+
+        // collect user settings
+        $configs->push([
+            'key' => 'name',
+            'value' => auth()->user()->name,
+        ], [
+            'key' => 'locale',
+            'value' => auth()->user()->getLocale(),
+        ], [
+            'key' => 'display_currency',
+            'value' => auth()->user()->getCurrency(),
+        ]);
+
+        // reinvested holdings
+        Holding::myHoldings()->where('reinvest_dividends', true)->get()->each(function ($holding) use (&$configs) {
+            $configs->push([
+                'key' => 'reinvested_dividends',
+                'value' => $holding->id,
+            ]);
+        });
+
+        return $configs;
+    }
+
+    public function title(): string
+    {
+        return 'Config';
+    }
+}

app/Exports/Sheets/DailyChangesSheet.php

@@ -34,7 +34,7 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
      */
     public function collection()
     {
-        return $this->empty ? collect() : DailyChange::myDailyChanges()->get();
+        return $this->empty ? collect() : DailyChange::myDailyChanges()->withDailyPerformance()->get();
     }
 
     public function title(): string

app/Exports/Sheets/TransactionsSheet.php

@@ -25,6 +25,7 @@ class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
             'Quantity',
             'Cost Basis',
             'Sale Price',
+            'Currency',
             'Split',
             'Reinvested Dividend',
             'Date',
@@ -38,7 +39,30 @@ class TransactionsSheet implements FromCollection, WithHeadings, WithTitle
      */
     public function collection()
     {
-        return $this->empty ? collect() : Transaction::myTransactions()->get();
+        if ($this->empty) {
+            return collect();
+        }
+
+        return Transaction::myTransactions()
+            ->withMarketData()
+            ->get()
+            ->map(function ($transaction) {
+                return [
+                    'id' => $transaction->id,
+                    'symbol' => $transaction->symbol,
+                    'portfolio_id' => $transaction->portfolio_id,
+                    'transaction_type' => $transaction->transaction_type,
+                    'quantity' => $transaction->quantity,
+                    'cost_basis' => $transaction->cost_basis,
+                    'sale_price' => $transaction->sale_price,
+                    'currency' => $transaction->market_data_currency,
+                    'split' => $transaction->split,
+                    'reinvested_dividend' => $transaction->reinvested_dividend,
+                    'date' => $transaction->date,
+                    'created_at' => $transaction->created_at,
+                    'updated_at' => $transaction->updated_at,
+                ];
+            });
     }
 
     public function title(): string

app/Http/ApiControllers/TransactionController.php

@@ -18,6 +18,7 @@ class TransactionController extends ApiController
 
         $filters->setQuery(Transaction::query());
         $filters->setScopes(['myTransactions']);
+        $filters->setEagerRelations(['market_data']);
         $filters->setSearchableColumns(['symbol']);
 
         return TransactionResource::collection($filters->paginated());

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'),
@@ -42,6 +42,7 @@ class TransactionRequest extends FormRequest
                     $this->requestOrModelValue('date', 'transaction')
                 ),
             ],
+            'currency' => ['required', 'exists:currencies,currency'],
             'cost_basis' => ['exclude_if:transaction_type,SELL', 'min:0', 'numeric'],
             'sale_price' => ['exclude_if:transaction_type,BUY', 'min:0', 'numeric'],
         ];
@@ -50,6 +51,7 @@ class TransactionRequest extends FormRequest
             $rules['portfolio_id'][0] = 'sometimes';
             $rules['symbol'][0] = 'sometimes';
             $rules['transaction_type'][0] = 'sometimes';
+            $rules['currency'][0] = 'sometimes';
             $rules['date'][0] = 'sometimes';
             $rules['quantity'][0] = 'sometimes';
 

app/Http/Resources/HoldingResource.php

@@ -21,6 +21,7 @@ class HoldingResource extends JsonResource
             'portfolio_id' => $this->portfolio_id,
             'symbol' => $this->symbol,
             'quantity' => $this->quantity,
+            'currency' => $this->market_data->currency,
             'reinvest_dividends' => $this->reinvest_dividends,
             'average_cost_basis' => $this->average_cost_basis,
             'total_cost_basis' => $this->total_cost_basis,

app/Http/Resources/TransactionResource.php

@@ -22,6 +22,7 @@ class TransactionResource extends JsonResource
             'portfolio_id' => $this->portfolio_id,
             'transaction_type' => $this->transaction_type,
             'quantity' => $this->quantity,
+            'currency' => $this->market_data->currency,
             'cost_basis' => $this->cost_basis,
             'sale_price' => $this->sale_price,
             'split' => $this->split,

app/Http/Resources/UserResource.php

@@ -22,6 +22,10 @@ class UserResource extends JsonResource
             'name' => $this->name,
             'email' => $this->email,
             'profile_photo_url' => $this->profile_photo_url,
+            'options' => [
+                'display_currency' => $this->getCurrency(),
+                'locale' => $this->getLocale(),
+            ],
             'created_at' => $this->created_at,
             'updated_at' => $this->updated_at,
         ];

app/Imports/BackupImport.php

@@ -8,6 +8,7 @@ use App\Console\Commands\RefreshDividendData;
 use App\Console\Commands\RefreshMarketData;
 use App\Console\Commands\SyncDailyChange;
 use App\Console\Commands\SyncHoldingData;
+use App\Imports\Sheets\ConfigSheet;
 use App\Imports\Sheets\DailyChangesSheet;
 use App\Imports\Sheets\PortfoliosSheet;
 use App\Imports\Sheets\TransactionsSheet;
@@ -69,6 +70,7 @@ class BackupImport implements WithEvents, WithMultipleSheets
             'Portfolios' => new PortfoliosSheet($this->backupImportModel),
             'Transactions' => new TransactionsSheet($this->backupImportModel),
             'Daily Changes' => new DailyChangesSheet($this->backupImportModel),
+            'Config' => new ConfigSheet($this->backupImportModel),
         ];
     }
 }

app/Imports/Sheets/ConfigSheet.php

@@ -0,0 +1,77 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Imports\Sheets;
+
+use App\Models\BackupImport;
+use App\Models\Holding;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\DB;
+use Maatwebsite\Excel\Concerns\SkipsEmptyRows;
+use Maatwebsite\Excel\Concerns\ToCollection;
+use Maatwebsite\Excel\Concerns\WithEvents;
+use Maatwebsite\Excel\Concerns\WithHeadingRow;
+use Maatwebsite\Excel\Concerns\WithValidation;
+use Maatwebsite\Excel\Events\BeforeSheet;
+
+class ConfigSheet implements SkipsEmptyRows, ToCollection, WithEvents, WithHeadingRow, WithValidation
+{
+    public function __construct(
+        public BackupImport $backupImport
+    ) {}
+
+    public function registerEvents(): array
+    {
+        return [
+            BeforeSheet::class => function (BeforeSheet $event) {
+                DB::commit();
+                $this->backupImport->update([
+                    'message' => __('Importing configurations...'),
+                ]);
+                DB::beginTransaction();
+            },
+        ];
+    }
+
+    public function collection(Collection $configs)
+    {
+        foreach ($configs as $config) {
+
+            switch ($config['key']) {
+                case 'name':
+                    $this->backupImport->user->setAttribute('name', $config['value']);
+                    $this->backupImport->user->save();
+                    break;
+
+                case 'locale':
+                    $this->backupImport->user->setOption('locale', $config['value']);
+                    $this->backupImport->user->save();
+                    break;
+
+                case 'display_currency':
+                    $this->backupImport->user->setOption('display_currency', $config['value']);
+                    $this->backupImport->user->save();
+                    break;
+
+                case 'reinvest_dividends':
+
+                    Holding::myHoldings()->where('id', $config['value'])->update([
+                        'reinvest_dividends' => true,
+                    ]);
+                    break;
+
+                default:
+                    break;
+            }
+        }
+    }
+
+    public function rules(): array
+    {
+        return [
+            'key' => ['required', 'string'],
+            'value' => ['required', 'string'],
+        ];
+    }
+}

app/Imports/Sheets/DailyChangesSheet.php

@@ -31,7 +31,7 @@ class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
             BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
-                    'message' => __('Importing daily changes...'),
+                    'message' => __('Preparing to import daily changes...'),
                 ]);
                 DB::beginTransaction();
             },
@@ -40,22 +40,23 @@ class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
 
     public function collection(Collection $dailyChanges)
     {
-        $dailyChanges->chunk($this->batchSize())->each(function ($chunk) {
+        $totalBatches = count($dailyChanges) / $this->batchSize();
+
+        $dailyChanges->chunk($this->batchSize())->each(function ($chunk, $index) use ($totalBatches) {
 
             $this->validatePortfolioAccess($chunk);
 
+            $this->backupImport->update([
+                'message' => __('Importing daily changes (Batch :currentBatch of :totalBatches)...', ['currentBatch' => $index + 1, 'totalBatches' => $totalBatches]),
+            ]);
+
             // have to cast to native values
             $chunk = $chunk->map(function ($dailyChange) {
 
                 return [
-                    'total_market_value' => $dailyChange['total_market_value'],
-                    'total_cost_basis' => $dailyChange['total_cost_basis'],
-                    'total_gain' => $dailyChange['total_gain'],
-                    'total_dividends_earned' => $dailyChange['total_dividends_earned'],
-                    '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(),
                 ];
             });
 
@@ -63,11 +64,6 @@ class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
                 $chunk->toArray(),
                 ['portfolio_id', 'date'],
                 [
-                    'total_market_value',
-                    'total_cost_basis',
-                    'total_gain',
-                    'total_dividends_earned',
-                    'realized_gains',
                     'annotation',
                     'portfolio_id',
                     'date',
@@ -86,11 +82,6 @@ class DailyChangesSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
         return [
             'portfolio_id' => ['required', 'uuid'],
             'date' => ['required', 'date'],
-            'total_market_value' => ['sometimes', 'nullable', 'numeric'],
-            'total_cost_basis' => ['sometimes', 'nullable', 'min:0', 'numeric'],
-            'total_gain' => ['sometimes', 'nullable', 'numeric'],
-            'total_dividends_earned' => ['sometimes', 'nullable', 'min:0', 'numeric'],
-            'realized_gains' => ['sometimes', 'nullable', 'numeric'],
             'annotation' => ['sometimes', 'nullable', 'string'],
         ];
     }

app/Imports/Sheets/TransactionsSheet.php

@@ -6,6 +6,8 @@ namespace App\Imports\Sheets;
 
 use App\Imports\ValidatesPortfolioAccess;
 use App\Models\BackupImport;
+use App\Models\Currency;
+use App\Models\CurrencyRate;
 use App\Models\Holding;
 use App\Models\Transaction;
 use Illuminate\Support\Carbon;
@@ -33,7 +35,7 @@ class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
             BeforeSheet::class => function (BeforeSheet $event) {
                 DB::commit();
                 $this->backupImport->update([
-                    'message' => __('Importing transactions...'),
+                    'message' => __('Preparing to import transactions...'),
                 ]);
                 DB::beginTransaction();
             },
@@ -43,13 +45,37 @@ class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
     public function collection(Collection $transactions)
     {
 
-        $transactions->chunk($this->batchSize())->each(function ($chunk) {
+        // if has any transactions not in base currency, need to sync timeseries conversion rates
+        if ($transactions->where('currency', '!=', config('investbrain.base_currency'))->isNotEmpty()) {
+
+            CurrencyRate::timeSeriesRates('', $transactions->min('date'));
+        }
+
+        $totalBatches = count($transactions) / $this->batchSize();
+
+        // chunk transactions
+        $transactions->chunk($this->batchSize())->each(function ($chunk, $index) use ($totalBatches) {
+
+            $this->backupImport->update([
+                'message' => __('Importing transactions (Batch :currentBatch of :totalBatches)...', ['currentBatch' => $index + 1, 'totalBatches' => $totalBatches]),
+            ]);
 
             $this->validatePortfolioAccess($chunk);
 
             // have to cast to native values
             $chunk = $chunk->map(function ($transaction) {
 
+                $date = Carbon::parse($transaction['date'])->toDateString();
+
+                // if transaction not in base currency, need to convert
+                if ($transaction['currency'] == config('investbrain.base_currency')) {
+                    $cost_basis_base = $transaction['cost_basis'] ?? 0;
+                    $sale_price_base = $transaction['sale_price'];
+                } else {
+                    $cost_basis_base = Currency::convert($transaction['cost_basis'], $transaction['currency'], date: $date);
+                    $sale_price_base = Currency::convert($transaction['sale_price'], $transaction['currency'], date: $date);
+                }
+
                 return [
                     'id' => $transaction['transaction_id'] ?? Str::uuid()->toString(),
                     'symbol' => strtoupper($transaction['symbol']),
@@ -58,9 +84,11 @@ class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
                     'quantity' => $transaction['quantity'],
                     'cost_basis' => $transaction['cost_basis'] ?? 0,
                     'sale_price' => $transaction['sale_price'],
+                    'cost_basis_base' => $cost_basis_base,
+                    'sale_price_base' => $sale_price_base,
                     'split' => boolval($transaction['split']) ? 1 : 0,
                     'reinvested_dividend' => boolval($transaction['reinvested_dividend']) ? 1 : 0,
-                    'date' => Carbon::parse($transaction['date'])->format('Y-m-d'),
+                    'date' => $date,
                 ];
             });
 
@@ -81,7 +109,7 @@ class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
                 ]
             );
 
-            // stub out related holdings
+            // get unique symbol/portfolio id combination and stub out related holdings
             $chunk->unique(fn ($item) => $item['symbol'].$item['portfolio_id'])
                 ->each(function ($holding) {
 
@@ -112,6 +140,7 @@ class TransactionsSheet implements SkipsEmptyRows, ToCollection, WithEvents, Wit
             'transaction_type' => ['required', 'in:BUY,SELL'],
             'date' => ['required', 'date'],
             'quantity' => ['required', 'min:0', 'numeric'],
+            'currency' => ['required', 'string'],
             'split' => ['sometimes', 'nullable', 'boolean'],
             'reinvested_dividend' => ['sometimes', 'nullable', 'boolean'],
             'cost_basis' => ['sometimes', 'nullable', 'min:0', 'numeric'],

app/Imports/ValidatesPortfolioAccess.php

@@ -11,13 +11,13 @@ trait ValidatesPortfolioAccess
     public function validatePortfolioAccess($collection)
     {
 
-        $uniquePortfolios = $collection->unique('portfolio_id')->pluck('portfolio_id');
-        $countPortfoliosWithAccess = Portfolio::fullAccess($this->backupImport->user_id)
-            ->whereIn('id', $uniquePortfolios)
+        $importingPortfolios = $collection->unique('portfolio_id')->pluck('portfolio_id');
+        $portfoliosWithAccess = Portfolio::fullAccess($this->backupImport->user_id)
+            ->whereIn('id', $importingPortfolios)
             ->count();
 
         if (
-            $countPortfoliosWithAccess < $uniquePortfolios->count()
+            $importingPortfolios->count() > $portfoliosWithAccess
         ) {
             throw new \Exception(__('You do not have access to that portfolio.'));
         }

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/QueuedCurrencyRateInsertJob.php

@@ -0,0 +1,34 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Jobs;
+
+use App\Models\CurrencyRate;
+use Illuminate\Contracts\Queue\ShouldQueue;
+use Illuminate\Foundation\Queue\Queueable;
+
+class QueuedCurrencyRateInsertJob implements ShouldQueue
+{
+    use Queueable;
+
+    /**
+     * The number of times the job may be attempted.
+     */
+    public $tries = 3;
+
+    public function __construct(
+        protected array $chunk
+    ) {
+        $this->chunk = $chunk;
+    }
+
+    /**
+     * Execute the job.
+     */
+    public function handle(): void
+    {
+
+        CurrencyRate::insertOrIgnore($this->chunk);
+    }
+}

app/Models/BackupImport.php

@@ -50,4 +50,9 @@ class BackupImport extends Model
             'completed_at' => 'datetime',
         ];
     }
+
+    public function user()
+    {
+        return $this->belongsTo(User::class);
+    }
 }

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 +1,290 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Models;
+
+use App\Jobs\QueuedCurrencyRateInsertJob;
+use Carbon\CarbonInterface;
+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' => $rate,
+                        'updated_at' => now()->toDateTimeString(),
+                        'created_at' => now()->toDateTimeString(),
+                    ];
+                });
+
+                // persist
+                self::chunkInsert($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();
+
+        dump('Creating period');
+
+        $period = CarbonPeriod::create($start, $end);
+
+        // No need to send network request - just generate 1s
+        if ($currency === config('investbrain.base_currency')) {
+
+            dump('same curr');
+
+            $dateRange = [];
+            foreach ($period as $date) {
+
+                $dateRange[$date->toDateString()] = 1;
+            }
+
+            return $dateRange;
+        }
+
+        dump('diff curr');
+
+        [$currency, $adjustment] = self::getCurrencyAliasAdjustments($currency);
+
+        $currencies = Currency::all()->pluck('currency')->toArray();
+
+        dump('got currencies');
+
+        // call api in chunks
+        foreach (collect($period)->chunk(500) as $chunk) {
+
+            dump('calling frankf time series');
+
+            $chunkRates = Frankfurter::setSymbols($currencies)->timeSeries($chunk->min(), $chunk->max());
+
+            $rates = Arr::get($chunkRates, 'rates', []);
+
+            // loop through each date
+            $updates = [];
+
+            foreach ($chunk as $date) {
+
+                $lookupDate = self::getNearestPastDate($date, $rates);
+
+                if (is_null($lookupDate)) {
+                    continue;
+                }
+
+                // loop through each rate
+                foreach ($rates[$lookupDate->toDateString()] as $curr => $rate) {
+
+                    // add to updates
+                    $updates[] = [
+                        'currency' => $curr,
+                        'date' => $date->toDateString(),
+                        'rate' => $rate,
+                        'updated_at' => now()->toDateTimeString(),
+                        'created_at' => now()->toDateTimeString(),
+                    ];
+                }
+
+                dump('inserting');
+
+                // persist
+                self::chunkInsert($updates);
+
+            }
+        }
+
+        dump('done');
+
+        return collect($updates)
+            ->whereBetween('date', [$start, $end ?? now()])
+            ->where('currency', $currency)
+            ->mapWithKeys(fn ($rate) => [
+                $rate['date'] => $rate['rate'] * $adjustment,
+            ])
+            ->toArray();
+    }
+
+    private static function getNearestPastDate(CarbonInterface $date, array $rates): ?CarbonInterface
+    {
+
+        $datesWithRates = array_keys($rates);
+        sort($datesWithRates);
+
+        // get rates or find closest valid rate (handles missing weekend rates)
+        while (! isset($rates[$date->toDateString()])) {
+
+            // is this the start of a range that falls on a weekend?
+            if ($date->lessThan($first_date = Carbon::parse($datesWithRates[0]))) {
+
+                $date = $first_date;
+                break;
+            }
+
+            // try the day before then
+            $date = Carbon::parse($date)->subDay();
+
+            // prevent runaway infinite loops
+            if ($date->lessThan($date->copy()->subWeek())) {
+
+                $date = null;
+                break;
+            }
+        }
+
+        return $date;
+    }
+
+    public static function refreshCurrencyData($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);
+        }
+    }
+
+    public static function chunkInsert(array $updates): void
+    {
+
+        $chunks = array_chunk($updates, 500);
+
+        foreach ($chunks as $chunk) {
+
+            QueuedCurrencyRateInsertJob::dispatch($chunk);
+        }
+    }
+
+    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 $query
+            ->select(['daily_change.date', 'daily_change.portfolio_id'])
+            ->leftJoinSub($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 $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
@@ -68,7 +86,7 @@ class Dividend extends Model
         // nope, refresh forward looking only
         if ($dividends_meta->total_dividends) {
 
-            $start_date = $dividends_meta->last_dividend_update->addHours(24);
+            $start_date = $dividends_meta->last_dividend_update;
         }
 
         // skip refresh if there's already recent data
@@ -77,34 +95,61 @@ class Dividend extends Model
             return;
         }
 
-        // get some data
-        if ($dividend_data = collect() && $start_date && $end_date) {
-            $dividend_data = app(MarketDataInterface::class)->dividends($symbol, $start_date, $end_date);
+        dump('1. getting div data for '.$symbol);
+        try {
+
+            // get some data
+            if ($dividend_data = collect() && $start_date && $end_date) {
+                $dividend_data = app(MarketDataInterface::class)->dividends($symbol, $start_date, $end_date);
+            }
+        } catch (\Throwable $e) {
+            dump('exception: '.$e->getMessage());
         }
 
+        dump('2. got div data for '.$symbol);
+
         // ah, we found some dividends...
         if ($dividend_data->isNotEmpty()) {
+
+            $dividend_data = $dividend_data->sortBy('date');
+
+            dump('3. getting mkt data for '.$symbol);
+
+            $market_data = MarketData::getMarketData($symbol);
+
+            dump('4. got market data for '.$symbol);
+
+            // todo: use this for start_date - $dividend_data->first()->get('date')
+
+            // get historic conversion rates
+            $rate_to_base = CurrencyRate::timeSeriesRates($market_data->currency, $dividend_data->first()->get('date'), $end_date);
+
+            dump('5. got time series for '.$symbol);
             // 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()]];
             }
 
             // insert records
-            (new self)->insert($dividend_data->toArray());
+            (new self)->insertOrIgnore($dividend_data->toArray());
 
+            dump('6. inserted  for '.$symbol);
             // sync to holdings
             self::syncHoldings($symbol);
 
-            // get market data
-            $market_data = MarketData::firstOrNew(['symbol' => $symbol]);
-
             // re-invest dividends
             self::reinvestDividends($dividend_data, $market_data);
 
             // sync last dividend amount to market data table
             $market_data->last_dividend_amount = $dividend_data->sortByDesc('date')->first()['dividend_amount'];
             $market_data->save();
+
         }
+
     }
 
     public static function syncHoldings(string $symbol): void
@@ -127,7 +172,7 @@ 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 $this->hasMany(Transaction::class, 'symbol', 'symbol');
     }
@@ -73,7 +76,7 @@ class Split extends Model
         if ($split_data->isNotEmpty()) {
 
             // insert records
-            (new self)->insert($split_data->map(function ($split) {
+            (new self)->insertOrIgnore($split_data->map(function ($split) {
 
                 return [...$split, ...['id' => Str::uuid()->toString()]];
             })->toArray());
@@ -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 +4,25 @@ declare(strict_types=1);
 
 namespace App\Models;
 
+use App\Actions\ConvertToMarketDataCurrency;
+use App\Actions\CopyToBaseCurrency;
+use App\Actions\EnsureCostBasisAddedToSale;
+use App\Actions\EnsureDailyChangeIsSynced;
+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 +30,7 @@ class Transaction extends Model
         'date',
         'portfolio_id',
         'transaction_type',
+        'currency',
         'quantity',
         'cost_basis',
         'sale_price',
@@ -36,6 +44,11 @@ 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()
@@ -44,17 +57,24 @@ 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();
+            $transaction = Pipeline::send($transaction)
+                ->through([
+                    EnsureDailyChangeIsSynced::class,
+                ])
+                ->then(fn (Transaction $transaction) => $transaction);
 
             cache()->forget('portfolio-metrics-'.$transaction->portfolio_id);
         });
@@ -77,16 +97,6 @@ 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
      *
@@ -101,6 +111,7 @@ class Transaction extends Model
     {
         return $query->withAggregate('market_data', 'name')
             ->withAggregate('market_data', 'market_value')
+            ->withAggregate('market_data', 'currency')
             ->withAggregate('market_data', 'fifty_two_week_low')
             ->withAggregate('market_data', 'fifty_two_week_high')
             ->withAggregate('market_data', 'updated_at')
@@ -141,28 +152,6 @@ 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 +176,8 @@ 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 +86,26 @@ 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');
+    }
+
+    public function setOption(mixed $key, string $value): self
+    {
+
+        $options = is_array($key) ? $key : [$key => $value];
+
+        $this->options = array_merge($this->options ?? [], $options);
+
+        return $this;
+    }
 }

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">

bootstrap/app.php

@@ -2,7 +2,7 @@
 
 declare(strict_types=1);
 
-use App\Http\Middleware\SetLocale;
+use App\Http\Middleware\LocalizationMiddleware;
 use Illuminate\Foundation\Application;
 use Illuminate\Foundation\Configuration\Exceptions;
 use Illuminate\Foundation\Configuration\Middleware;
@@ -15,7 +15,7 @@ return Application::configure(basePath: dirname(__DIR__))
         health: '/up',
     )
     ->withMiddleware(function (Middleware $middleware) {
-        $middleware->append(SetLocale::class);
+        $middleware->appendToGroup('web', LocalizationMiddleware::class);
     })
     ->withExceptions(function (Exceptions $exceptions) {
         //

composer.json

@@ -11,6 +11,7 @@
         "ext-zip": "*",
         "finnhub/client": "master@dev",
         "hackeresq/filter-models": "dev-main",
+        "investbrainapp/frankfurter-client": "dev-main",
         "laravel/framework": "^11.35",
         "laravel/jetstream": "^5.1",
         "laravel/sanctum": "^4.0",
@@ -41,6 +42,11 @@
             "no-api": true,
             "url": "https://github.com/hackeresq/filter-models"
         },
+        {
+            "type": "vcs",
+            "no-api": true,
+            "url": "https://github.com/investbrainapp/frankfurter-client"
+        },
         {
             "type": "vcs",
             "no-api": true,

config/app.php

@@ -79,14 +79,95 @@ return [
     | set to any locale for which you plan to have translation strings.
     |
     */
-    'available_locales' => ['en', 'es'],
-
     'locale' => env('APP_LOCALE', 'en'),
 
     'fallback_locale' => env('APP_FALLBACK_LOCALE', 'en'),
 
     'faker_locale' => env('APP_FAKER_LOCALE', 'en_US'),
 
+    'available_locales' => [
+        [
+            'locale' => 'en_AU',
+            'label' => 'English (Australia)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_BE',
+            'label' => 'English (Belgium)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_CA',
+            'label' => 'English (Canada)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_HK',
+            'label' => 'English (Hong Kong SAR China)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_IN',
+            'label' => 'English (India)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_IE',
+            'label' => 'English (Ireland)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_MT',
+            'label' => 'English (Malta)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_NZ',
+            'label' => 'English (New Zealand)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_PH',
+            'label' => 'English (Philippines)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_SG',
+            'label' => 'English (Singapore)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_ZA',
+            'label' => 'English (South Africa)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_GB',
+            'label' => 'English (United Kingdom)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'en_US',
+            'label' => 'English (United States)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'es_419',
+            'label' => 'Spanish (Latin America)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'es_ES',
+            'label' => 'Spanish (Spain)',
+            'flag' => '',
+        ],
+        [
+            'locale' => 'es_US',
+            'label' => 'Spanish (United States)',
+            'flag' => '',
+        ],
+    ],
+
     /*
     |--------------------------------------------------------------------------
     | Encryption Key

config/investbrain.php

@@ -18,4 +18,12 @@ return [
     'self_hosted' => env('SELF_HOSTED', true),
 
     'daily_change_time_of_day' => env('DAILY_CHANGE_TIME', '23:00'),
+
+    'base_currency' => env('BASE_CURRENCY', 'USD'),
+
+    'currency_aliases' => [
+        'RMB' => ['alias_of' => 'CNY', 'label' => 'Chinese Yuan (Renminbi)', 'adjustment' => 1],
+        'GBX' => ['alias_of' => 'GBP', 'label' => 'British Sterling Pence', 'adjustment' => 100],
+        'ZAC' => ['alias_of' => 'ZAR', 'label' => 'South Africa Rand Cent', 'adjustment' => 100],
+    ],
 ];

config/jetstream.php

@@ -60,7 +60,6 @@ return [
     */
 
     'features' => [
-        ! env('SELF_HOSTED', true) ? Features::termsAndPrivacyPolicy() : null,
         Features::profilePhotos(),
         Features::api(),
         Features::accountDeletion(),

database/factories/TransactionFactory.php

@@ -41,28 +41,35 @@ class TransactionFactory extends Factory
     public function yearsAgo(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => $this->faker->dateTimeBetween('-5 years', '-3 years')->format('Y-m-d'),
+            'date' => now()->subYears($this->faker->numberBetween(3, 5))->toDateString(),
         ]);
     }
 
     public function lastYear(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => now()->subYear()->format('Y-m-d'),
+            'date' => now()->subYear()->toDateString(),
         ]);
     }
 
     public function lastMonth(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => now()->subMonth()->format('Y-m-d'),
+            'date' => now()->subMonth()->toDateString(),
         ]);
     }
 
     public function recent(): static
     {
         return $this->state(fn (array $attributes) => [
-            'date' => $this->faker->dateTimeBetween('-2 weeks', 'now')->format('Y-m-d'),
+            'date' => now()->subDays($this->faker->numberBetween(3, 14))->toDateString(),
+        ]);
+    }
+
+    public function date($date): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'date' => $date,
         ]);
     }
 
@@ -80,6 +87,27 @@ class TransactionFactory extends Factory
         ]);
     }
 
+    public function currency($currency): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'currency' => $currency,
+        ]);
+    }
+
+    public function costBasis($cost_basis): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'cost_basis' => $cost_basis,
+        ]);
+    }
+
+    public function salePrice($sale_price): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'sale_price' => $sale_price,
+        ]);
+    }
+
     public function buy(): static
     {
         return $this->state(fn (array $attributes) => [

database/factories/UserFactory.php

@@ -34,6 +34,10 @@ class UserFactory extends Factory
             'two_factor_recovery_codes' => null,
             'remember_token' => Str::random(10),
             'profile_photo_path' => null,
+            'options' => [
+                'display_currency' => 'USD',
+                'locale' => 'en',
+            ],
         ];
     }
 
@@ -46,4 +50,14 @@ class UserFactory extends Factory
             'email_verified_at' => null,
         ]);
     }
+
+    /**
+     * Indicate that the model's currency.
+     */
+    public function currency($currency): static
+    {
+        return $this->state(fn (array $attributes) => array_merge($attributes['options'], [
+            'currency' => $currency,
+        ]));
+    }
 }

database/migrations/0001_01_01_000000_create_users_table.php

@@ -21,6 +21,7 @@ return new class extends Migration
             $table->string('password');
             $table->rememberToken();
             $table->string('profile_photo_path', 2048)->nullable();
+            $table->boolean('admin')->nullable();
             $table->timestamps();
         });
 
@@ -38,6 +39,5 @@ return new class extends Migration
     {
         Schema::dropIfExists('users');
         Schema::dropIfExists('password_reset_tokens');
-        Schema::dropIfExists('sessions');
     }
 };

database/migrations/2021_02_25_041221_create_market_data_table.php

@@ -2,10 +2,8 @@
 
 declare(strict_types=1);
 
-use Database\Seeders\MarketDataSeeder;
 use Illuminate\Database\Migrations\Migration;
 use Illuminate\Database\Schema\Blueprint;
-use Illuminate\Support\Facades\Artisan;
 use Illuminate\Support\Facades\Schema;
 
 class CreateMarketDataTable extends Migration
@@ -34,10 +32,6 @@ class CreateMarketDataTable extends Migration
             $table->timestamps();
         });
 
-        Artisan::call('db:seed', [
-            '--class' => MarketDataSeeder::class,
-            '--force' => true,
-        ]);
     }
 
     /**

database/migrations/2021_02_25_041227_create_daily_change_table.php

@@ -20,10 +20,6 @@ class CreateDailyChangeTable extends Migration
             $table->date('date');
             $table->foreignIdFor(Portfolio::class, 'portfolio_id')->constrained()->onDelete('cascade');
             $table->float('total_market_value', 12, 4)->nullable();
-            $table->float('total_cost_basis', 12, 4)->nullable();
-            $table->float('total_gain', 12, 4)->nullable();
-            $table->float('total_dividends_earned', 12, 4)->nullable();
-            $table->float('realized_gains', 12, 4)->nullable();
             $table->text('annotation')->nullable();
 
             $table->primary(['date', 'portfolio_id']);

database/migrations/2021_02_25_041236_create_dividends_table.php

@@ -21,6 +21,8 @@ class CreateDividendsTable extends Migration
             $table->string('symbol', 25);
             $table->float('dividend_amount', 12, 4);
             $table->timestamps();
+
+            $table->unique(['date', 'symbol']);
         });
     }
 

database/migrations/2021_02_25_041246_create_splits_table.php

@@ -21,6 +21,8 @@ class CreateSplitsTable extends Migration
             $table->string('symbol', 25);
             $table->float('split_amount', 12, 4);
             $table->timestamps();
+
+            $table->unique(['date', 'symbol']);
         });
     }
 

database/migrations/2021_09_06_014744_create_holdings_table.php

@@ -25,7 +25,6 @@ class CreateHoldingsTable extends Migration
             $table->float('total_cost_basis', 12, 4)->default(0);
             $table->float('realized_gain_dollars', 12, 4)->default(0);
             $table->float('dividends_earned', 12, 4)->default(0);
-            $table->boolean('reinvest_dividends')->default(false);
             $table->timestamp('splits_synced_at')->nullable();
             $table->timestamps();
         });

database/migrations/2024_11_05_000001_add_user_admin_column.php

@@ -1,30 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-use Illuminate\Database\Migrations\Migration;
-use Illuminate\Database\Schema\Blueprint;
-use Illuminate\Support\Facades\Schema;
-
-return new class extends Migration
-{
-    /**
-     * Run the migrations.
-     */
-    public function up(): void
-    {
-        Schema::table('users', function (Blueprint $table) {
-            $table->boolean('admin')->nullable()->after('profile_photo_path');
-        });
-    }
-
-    /**
-     * Reverse the migrations.
-     */
-    public function down(): void
-    {
-        Schema::table('users', function (Blueprint $table) {
-            $table->dropColumn('admin');
-        });
-    }
-};

database/migrations/2025_12_28_000001_add_multi_currency_support.php

@@ -0,0 +1,164 @@
+<?php
+
+declare(strict_types=1);
+
+use App\Models\CurrencyRate;
+use App\Models\Transaction;
+use Database\Seeders\CurrencySeeder;
+use Database\Seeders\MarketDataSeeder;
+use Illuminate\Database\Migrations\Migration;
+use Illuminate\Database\Schema\Blueprint;
+use Illuminate\Support\Facades\Artisan;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Facades\Schema;
+
+return new class extends Migration
+{
+    /**
+     * Run the migrations.
+     */
+    public function up(): void
+    {
+        /**
+         * Add options column to users table
+         */
+        Schema::table('users', function (Blueprint $table) {
+            $table->json('options')->default(json_encode([
+                'locale' => config('app.locale', 'en'),
+                'display_currency' => config('investbrain.base_currency', 'USD'),
+            ]))->after('profile_photo_path');
+        });
+
+        /**
+         * Add _base and currency column to market_data table
+         */
+        Schema::table('market_data', function (Blueprint $table) {
+            $table->float('market_value_base', 12, 4)->nullable()->after('market_value');
+            $table->string('currency', 3)->default(config('investbrain.base_currency'))->after('market_value');
+        });
+        DB::table('market_data')->update([
+            'market_value_base' => DB::raw('market_value'),
+        ]);
+
+        /**
+         * Add _base columns to transactions table
+         */
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->float('cost_basis_base', 12, 4)->nullable()->after('sale_price');
+            $table->float('sale_price_base', 12, 4)->nullable()->after('cost_basis_base');
+        });
+        DB::table('transactions')->update([
+            'cost_basis_base' => DB::raw('cost_basis'),
+            'sale_price_base' => DB::raw('sale_price'),
+        ]);
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->float('cost_basis_base', 12, 4)->nullable(false)->change();
+        });
+
+        /**
+         * Add _base columns to dividends table
+         */
+        Schema::table('dividends', function (Blueprint $table) {
+            $table->float('dividend_amount_base', 12, 4)->nullable()->after('dividend_amount');
+        });
+        DB::table('dividends')->update([
+            'dividend_amount_base' => DB::raw('dividend_amount'),
+        ]);
+        Schema::table('dividends', function (Blueprint $table) {
+            $table->float('dividend_amount_base', 12, 4)->nullable(false)->change();
+        });
+
+        /**
+         * Creates currencies table
+         */
+        Schema::create('currencies', function (Blueprint $table) {
+            $table->string('currency', 3)->primary(); // ISO 4217
+            $table->string('label');
+            $table->timestamps();
+        });
+
+        /**
+         * Creates currency rates table
+         */
+        Schema::create('currency_rates', function (Blueprint $table) {
+            $table->date('date');
+            $table->string('currency', 3);
+            $table->float('rate', 12, 4);
+            $table->timestamps();
+
+            $table->primary(['date', 'currency']);
+        });
+
+        if (config('app.env') != 'testing') {
+
+            Artisan::call('db:seed', [
+                '--class' => CurrencySeeder::class,
+                '--force' => true,
+            ]);
+
+            CurrencyRate::timeSeriesRates(
+                '', // use fake currency to force
+                Transaction::min('date')
+            );
+
+            CurrencyRate::refreshCurrencyData();
+
+            Artisan::call('db:seed', [
+                '--class' => MarketDataSeeder::class,
+                '--force' => true,
+            ]);
+        }
+
+        /**
+         * Cleanup daily change table
+         */
+        if (Schema::hasColumn('daily_change', 'total_cost_basis')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('total_cost_basis');
+            });
+        }
+        if (Schema::hasColumn('daily_change', 'total_gain')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('total_gain');
+            });
+        }
+        if (Schema::hasColumn('daily_change', 'total_dividends_earned')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('total_dividends_earned');
+            });
+        }
+        if (Schema::hasColumn('daily_change', 'realized_gains')) {
+            Schema::table('daily_change', function (Blueprint $table) {
+                $table->dropColumn('realized_gains');
+            });
+        }
+    }
+
+    /**
+     * Reverse the migrations.
+     */
+    public function down(): void
+    {
+        Schema::table('users', function (Blueprint $table) {
+            $table->dropColumn('options');
+        });
+
+        Schema::table('market_data', function (Blueprint $table) {
+            $table->dropColumn('currency');
+            $table->dropColumn('market_value_base');
+        });
+
+        Schema::table('transactions', function (Blueprint $table) {
+            $table->dropColumn('cost_basis_base');
+            $table->dropColumn('sale_price_base');
+        });
+
+        Schema::table('dividends', function (Blueprint $table) {
+            $table->dropColumn('dividend_amount_base');
+        });
+
+        Schema::dropIfExists('currencies');
+
+        Schema::dropIfExists('currency_rates');
+    }
+};

database/seeders/CurrencySeeder.php

@@ -0,0 +1,43 @@
+<?php
+
+declare(strict_types=1);
+
+namespace Database\Seeders;
+
+use App\Models\Currency;
+use Illuminate\Database\Console\Seeds\WithoutModelEvents;
+use Illuminate\Database\Seeder;
+
+class CurrencySeeder extends Seeder
+{
+    use WithoutModelEvents;
+
+    /**
+     * Run the database seeds.
+     */
+    public function run(): void
+    {
+
+        Currency::insert([
+            ['currency' => 'AUD', 'label' => 'Australian Dollar', 'created_at' => now()],
+            ['currency' => 'BRL', 'label' => 'Brazilian Real', 'created_at' => now()],
+            ['currency' => 'GBP', 'label' => 'British Pound', 'created_at' => now()],
+            ['currency' => 'CAD', 'label' => 'Canadian Dollar', 'created_at' => now()],
+            ['currency' => 'CNY', 'label' => 'Chinese Yuan', 'created_at' => now()],
+            ['currency' => 'CZK', 'label' => 'Czech Koruna', 'created_at' => now()],
+            ['currency' => 'DKK', 'label' => 'Danish Krone', 'created_at' => now()],
+            ['currency' => 'EUR', 'label' => 'Euro', 'created_at' => now()],
+            ['currency' => 'HKD', 'label' => 'Hong Kong Dollar', 'created_at' => now()],
+            ['currency' => 'INR', 'label' => 'Indian Rupee', 'created_at' => now()],
+            ['currency' => 'JPY', 'label' => 'Japanese Yen', 'created_at' => now()],
+            ['currency' => 'NZD', 'label' => 'New Zealand Dollar', 'created_at' => now()],
+            ['currency' => 'NOK', 'label' => 'Norwegian Krone', 'created_at' => now()],
+            ['currency' => 'SGD', 'label' => 'Singapore Dollar', 'created_at' => now()],
+            ['currency' => 'KRW', 'label' => 'South Korean Won', 'created_at' => now()],
+            ['currency' => 'ZAR', 'label' => 'South African Rand', 'created_at' => now()],
+            ['currency' => 'SEK', 'label' => 'Swedish Krona', 'created_at' => now()],
+            ['currency' => 'CHF', 'label' => 'Swiss Franc', 'created_at' => now()],
+            ['currency' => 'USD', 'label' => 'United States Dollar', 'created_at' => now()],
+        ]);
+    }
+}

database/seeders/DatabaseSeeder.php

@@ -15,8 +15,6 @@ class DatabaseSeeder extends Seeder
      */
     public function run(): void
     {
-        // User::factory(10)->create();
-
         User::factory()->create([
             'name' => 'Test User',
             'email' => 'test@example.com',

database/seeders/MarketDataSeeder.php

@@ -41,22 +41,21 @@ class MarketDataSeeder extends Seeder
 
                     $data = array_combine($header, $row);
 
+                    $meta_data = json_decode(base64_decode($data['meta_data']), true);
+                    $meta_data['source'] = 'market_data_seeder';
+
                     $this->rows[] = [
                         'symbol' => $data['symbol'],
                         'name' => $data['name'],
-                        'meta_data' => json_encode([
-                            'country' => $data['country'],
-                            'first_trade_year' => $data['first_trade_year'],
-                            'sector' => $data['sector'],
-                            'industry' => $data['industry'],
-                        ]),
+                        'currency' => $data['currency'],
+                        'meta_data' => json_encode($meta_data),
                     ];
 
                     $rowCount++;
 
                     if ($rowCount % $chunkSize == 0) {
-
-                        $this->bulkInsert($this->rows);
+                        DB::table('market_data')->upsert($this->rows, ['symbol'], ['name', 'currency', 'meta_data']);
+                        $this->rows = [];
                     }
                 }
             }

lang/en.json

@@ -367,8 +367,11 @@
     "Import starting...": "Import starting...", 
     "Import is in progress...": "Import is in progress...", 
     "Importing portfolios...": "Importing portfolios...", 
-    "Importing transactions...": "Importing transactions...", 
-    "Importing daily changes...": "Importing daily changes...", 
+    "Preparing to import transactions...": "Preparing to import transactions...",
+    "Importing transactions (Batch :currentBatch of :totalBatches)...": "Importing transactions (Batch :currentBatch of :totalBatches)...", 
+    "Preparing to import daily changes...": "Preparing to import daily changes...", 
+    "Importing daily changes (Batch :currentBatch of :totalBatches)...": "Importing daily changes (Batch :currentBatch of :totalBatches)...", 
+    "Importing configurations...": "Importing configurations...",
     "Import completed successfully!": "Import completed successfully!",
     "Your import will continue in the background": "Your import will continue in the background",
     
@@ -376,5 +379,11 @@
     "Hi, how can I help?": "Hi, how can I help?",
     "Have a question? AI might be able to help...": "Have a question? AI might be able to help...",
     "Feel free to ask me a question!": "Feel free to ask me a question!",
-    "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.": "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor."
+    "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.": "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.",
+
+    "Currency": "Currency",
+    "Locale Options": "Locale Options",
+    "Adjust localization options for your preferred region.": "Adjust localization options for your preferred region.",
+    "Locale": "Locale",
+    "Display Currency": "Display Currency"
 }

lang/es.json

@@ -367,8 +367,11 @@
     "Import starting...": "Iniciando la importación...",
     "Import is in progress...": "La importación está en progreso...",
     "Importing portfolios...": "Importando portafolios...",
-    "Importing transactions...": "Importando transacciones...",
-    "Importing daily changes...": "Importando cambios diarios...",
+    "Preparing to import transactions...": "Preparándose para importar transacciones...",
+    "Importing transactions (Batch :currentBatch of :totalBatches)...": "Importando transacciones (Lote :currentBatch de :totalBatches)...", 
+    "Preparing to import daily changes...": "Preparing to import cambios diarios...", 
+    "Importing daily changes (Batch :currentBatch of :totalBatches)...": "Importando cambios diarios (Lote :currentBatch de :totalBatches)...", 
+    "Importing configurations...": "Importando configuraciones...",
     "Import completed successfully!": "¡La importación se completó con éxito!",
     "Your import will continue in the background": "La importación continuará en segundo plano",
 
@@ -376,5 +379,11 @@
     "Hi, how can I help?": "Hola, ¿cómo puedo ayudarte?",
     "Have a question? AI might be able to help...": "¿Tienes una pregunta? La AI podría ayudarte...",
     "Feel free to ask me a question!": "¡No dudes en hacerme una pregunta!",
-    "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.": "Los consejos generados por AI pueden contener errores. Úsalos bajo tu propio riesgo. Consulta siempre a un asesor de inversiones con licencia."
+    "Advice generated by AI may contain errors. Use at your own risk. Always consult a licensed investment advisor.": "Los consejos generados por AI pueden contener errores. Úsalos bajo tu propio riesgo. Consulta siempre a un asesor de inversiones con licencia.",
+
+    "Currency": "Moneda",
+    "Locale Options": "Opciones de configuración regional",
+    "Adjust localization options for your preferred region.": "Ajusta las opciones de localización para tu región preferida.",
+    "Locale": "Configuración regional",
+    "Display Currency": "Moneda de visualización"
 }

resources/views/auth/register.blade.php

@@ -31,7 +31,7 @@
                 <x-input id="password_confirmation" label="{{ __('Confirm Password') }}" class="block mt-1 w-full" type="password" name="password_confirmation" required autocomplete="new-password" />
             </div>
 
-            @if (Laravel\Jetstream\Jetstream::hasTermsAndPrivacyPolicyFeature())
+            @if (! config('investbrain.self_hosted'))
                 <div class="mt-4">
                     <label>
                         <div class="flex items-center">

resources/views/components/ai-chat-window.blade.php

@@ -73,7 +73,7 @@ new class extends Component {
                 'model' => config('openai.model'),
                 'messages' => [
                     ['role' => 'system', 'content' => "Today's date is "
-                                                                    .now()->format('Y-m-d')
+                                                                    .now()->toDateString()
                                                                     .".\n\n".$this->system_prompt],
                     ...array_slice($this->messages, -10)
                 ],

resources/views/components/fifty-two-week-range.blade.php

@@ -1,18 +1,18 @@
 <span
     class="" 
     style="width:90em;overflow: hidden; white-space: nowrap;"
-    title="{{ Number::currency($low ?? 0) }} - {{ Number::currency($high ?? 0) }}"
+    title="{{ Number::currency($marketData->fifty_two_week_low ?? 0, $marketData->currency) }} - {{ Number::currency($marketData->fifty_two_week_high ?? 0, $marketData->currency) }}"
 >
 
     @php
         // 52-week low must be a non-zero
-        if (empty($low)) {
-            $low = 1;
+        if (empty($marketData->fifty_two_week_low)) {
+            $marketData->fifty_two_week_low = 1;
         }
     @endphp
     
     @for ($x = 0; $x < 10; $x++)
-        @if ((($current - $low) * 100) / ($high - $low) > ($x * 10)) 
+        @if ((($marketData->market_value - $marketData->fifty_two_week_low) * 100) / ($marketData->fifty_two_week_high - $marketData->fifty_two_week_low) > ($x * 10)) 
         
             &#9679;
             

resources/views/components/ib-apex-chart.blade.php

@@ -94,7 +94,7 @@
             }
 
             this.data.yaxis.labels.formatter = function (value) {
-              return `$${value}`
+              return `{{ Number::currencySymbol(auth()->user()->getCurrency()) }}${value}`
             }
 
             this.data.tooltip = {
@@ -103,7 +103,7 @@
                     formatter: (value, { series, seriesIndex, dataPointIndex, w }) => {
                         const firstDataPoint = this.data.series[seriesIndex].data[0][1]
                         const percentageChange = ((value - firstDataPoint) / firstDataPoint) * 100;
-                        return `$${parseFloat(value.toFixed(2))} (${percentageChange.toFixed(2)}%)`;
+                        return `${parseFloat(value.toFixed(2))} (${percentageChange.toFixed(2)}%)`;
                     }
                 },
             }

resources/views/components/partials/main.blade.php

@@ -0,0 +1,64 @@
+@props([
+    'sidebar' => null,
+    'content' => null,
+    'footer' => null,
+    'fullWidth' => false,
+    'withNav' => false,
+    'collapseText' => 'Collapse',
+    'collapseIcon' => 'o-bars-3-bottom-right',
+    'collapsible' => false,
+    'url' => route('mary.toogle-sidebar', absolute: false),
+])
+
+<main class="{{ !$fullWidth ? 'max-w-screen-2xl' : '' }} w-full mx-auto">
+    <div class="drawer {{ $sidebar?->attributes['right'] ? 'drawer-end' : '' }} lg:drawer-open">
+        <input id="{{ $sidebar?->attributes['drawer'] }}" type="checkbox" class="drawer-toggle" />
+
+        <div {{ $content->attributes->class(["drawer-content w-full mx-auto p-5 lg:px-10 lg:py-5"]) }}>
+            {{-- MAIN CONTENT --}}
+            {{ $content }}
+        </div>
+
+        {{-- SIDEBAR --}}
+        @if($sidebar)
+            <div
+                x-data="{
+                    collapsed: {{ session('mary-sidebar-collapsed', 'false') }},
+                    collapseText: '{{ $collapseText }}',
+                    toggle() {
+                        this.collapsed = !this.collapsed;
+                        fetch('{{ $url }}?collapsed=' + this.collapsed);
+                        this.$dispatch('sidebar-toggled', this.collapsed);
+                    }
+                }"
+                @menu-sub-clicked="if(collapsed) { toggle() }"
+                @class(["drawer-side z-20 lg:z-auto", "top-0 lg:top-[73px] lg:h-[calc(100vh-73px)]" => $withNav])
+            >
+                <label for="{{ $sidebar?->attributes['drawer'] }}" aria-label="close sidebar" class="drawer-overlay"></label>
+                {{-- SIDEBAR CONTENT --}}
+                <div>
+                    
+                    {{ $sidebar }}
+                    
+                    {{-- SIDEBAR COLLAPSE --}}
+                    @if($sidebar->attributes['collapsible'])
+                        <x-mary-menu class="hidden !bg-inherit lg:block">
+                            <x-mary-menu-item
+                                @click="toggle"
+                                icon="{{ $sidebar->attributes['collapse-icon'] ?? $collapseIcon }}"
+                                title="{{ $sidebar->attributes['collapse-text'] ?? $collapseText }}" />
+                        </x-mary-menu>
+                    @endif
+                </div>
+            </div>
+        @endif
+        {{-- END SIDEBAR--}}
+    </div>
+</main>
+
+{{-- FOOTER --}}
+@if($footer)
+    <footer {{ $footer?->attributes->class(["mx-auto w-full", "max-w-screen-2xl" => !$fullWidth ]) }}>
+        {{ $footer }}
+    </footer>
+@endif

resources/views/components/partials/nav-bar.blade.php

@@ -1,4 +1,23 @@
+<?php
 
+use Livewire\Volt\Component;
+
+new class extends Component
+{
+    // props
+
+    /**
+     * The component's listeners.
+     *
+     * @var array
+     */
+    protected $listeners = [
+        'refresh-navigation-menu' => '$refresh',
+    ];
+
+    // methods
+
+}; ?>
 <div class="bg-base-100 border-base-300 border-b sticky top-0 z-10">
     <div class="flex justify-between items-center px-7 py-3 gap-4 mx-auto">
         <div class="flex flex-0 items-center">

resources/views/components/partials/side-bar.blade.php

@@ -1,54 +1,94 @@
-<x-menu activate-by-route>
+<?php
 
-    <x-menu-item title="{{ __('Dashboard') }}" icon="o-home" link="{{ route('dashboard') }}" />
-    <x-menu-sub title="{{ __('Portfolios') }}" icon="o-document-duplicate">
-        @foreach (auth()->user()->portfolios as $portfolio)
-        <x-menu-item  icon="o-document" link="{{ route('portfolio.show', ['portfolio' => $portfolio->id ]) }}" >
-            <x-slot:title> 
-                {{ $portfolio->title }} 
-                @if($portfolio->wishlist)
-                <x-badge value="{{ __('Wishlist') }}" class="badge-secondary badge-sm ml-2" />
-                @endif
-            </x-slot:title>
-            
-        </x-menu-item>
-        @endforeach
+use Livewire\Volt\Component;
 
-        <x-menu-item title="{{ __('Create Portfolio') }}" icon="o-document-plus" link="{{ route('portfolio.create') }}" />
-    </x-menu-sub>
-    <x-menu-item title="{{ __('Transactions') }}" icon="o-banknotes" link="{{ route('transaction.index') }}" />
-    {{-- <x-menu-item title="{{ __('Reporting') }}" icon="o-chart-bar-square" link="####" /> --}}
+new class extends Component
+{
+    // props
 
-</x-menu>
+    /**
+     * The component's listeners.
+     *
+     * @var array
+     */
+    protected $listeners = [
+        'refresh-navigation-menu' => '$refresh',
+    ];
 
-</div>
-<div class="px-3">
+    // methods
 
-<x-section-border />
+}; ?>
 
-@php
-    $user = auth()->user();
-@endphp
+<div class="
+    flex
+    flex-col
+    !transition-all
+    !duration-100
+    ease-out
+    overflow-x-hidden
+    overflow-y-auto
+    h-screen
+    lg:h-[calc(100vh-73px)]
+    bg-base-100
+    lg:bg-inherit
+    {{ session('mary-sidebar-collapsed') == 'true' ? 'w-[70px] [&>*_summary::after]:hidden [&_.mary-hideable]:hidden [&_.display-when-collapsed]:block [&_.hidden-when-collapsed]:hidden' : null }}
+    {{ session('mary-sidebar-collapsed') != 'true' ? 'w-[270px] [&>*_summary::after]:block [&_.mary-hideable]:block [&_.hidden-when-collapsed]:block [&_.display-when-collapsed]:hidden' : null }}
+">
+    <div class="flex-1">
+        <x-menu activate-by-route>
 
-<x-list-item :item="$user" avatar="profile_photo_url" value="name" sub-value="email" no-separator no-hover class="mb-3 !-mt-3 rounded">
-    <x-slot:actions>
-        <x-dropdown>
-            <x-slot:trigger>
-                <x-button icon="o-cog-6-tooth" class="btn-circle btn-ghost btn-xs" />
-            </x-slot:trigger>
-            
-            <x-menu-item title="{{ __('Manage Profile') }}" icon="o-user" link="{{ @route('profile.show') }}" />
-            <x-menu-item title="{{ __('API Tokens') }}" icon="o-command-line" link="{{ @route('api-tokens.index') }}" />
-            <x-menu-item title="{{ __('Import / Export Data') }}" icon="o-cloud-arrow-down" link="{{ @route('import-export') }}" />                                    
+            <x-menu-item title="{{ __('Dashboard') }}" icon="o-home" link="{{ route('dashboard') }}" />
+            <x-menu-sub title="{{ __('Portfolios') }}" icon="o-document-duplicate">
+                @foreach (auth()->user()->portfolios as $portfolio)
+                <x-menu-item  icon="o-document" link="{{ route('portfolio.show', ['portfolio' => $portfolio->id ]) }}" >
+                    <x-slot:title> 
+                        {{ $portfolio->title }} 
+                        @if($portfolio->wishlist)
+                        <x-badge value="{{ __('Wishlist') }}" class="badge-secondary badge-sm ml-2" />
+                        @endif
+                    </x-slot:title>
+                    
+                </x-menu-item>
+                @endforeach
 
-            <x-section-border class="py-1" />
+                <x-menu-item title="{{ __('Create Portfolio') }}" icon="o-document-plus" link="{{ route('portfolio.create') }}" />
+            </x-menu-sub>
+            <x-menu-item title="{{ __('Transactions') }}" icon="o-banknotes" link="{{ route('transaction.index') }}" />
+            {{-- <x-menu-item title="{{ __('Reporting') }}" icon="o-chart-bar-square" link="####" /> --}}
 
-            <x-menu-item title="{{ __('Log Out') }}" icon="o-power" onclick="event.preventDefault(); document.getElementById('logout').submit();" />
-            <form id="logout" action="{{ route('logout') }}" method="POST" style="display: none;">
-                {{ csrf_field() }}
-            </form>
+        </x-menu>
 
-        </x-dropdown>
-        
-    </x-slot:actions>
-</x-list-item>
+    </div>
+
+    <div class="px-3">
+
+        <x-section-border />
+
+        @php
+            $user = auth()->user();
+        @endphp
+
+        <x-list-item :item="$user" avatar="profile_photo_url" value="name" sub-value="email" no-separator no-hover class="mb-3 !-mt-3 rounded">
+            <x-slot:actions>
+                <x-dropdown>
+                    <x-slot:trigger>
+                        <x-button icon="o-cog-6-tooth" class="btn-circle btn-ghost btn-xs" />
+                    </x-slot:trigger>
+                    
+                    <x-menu-item title="{{ __('Manage Profile') }}" icon="o-user" link="{{ @route('profile.show') }}" />
+                    <x-menu-item title="{{ __('API Tokens') }}" icon="o-command-line" link="{{ @route('api-tokens.index') }}" />
+                    <x-menu-item title="{{ __('Import / Export Data') }}" icon="o-cloud-arrow-down" link="{{ @route('import-export') }}" />                                    
+
+                    <x-section-border class="py-1" />
+
+                    <x-menu-item title="{{ __('Log Out') }}" icon="o-power" onclick="event.preventDefault(); document.getElementById('logout').submit();" />
+                    <form id="logout" action="{{ route('logout') }}" method="POST" style="display: none;">
+                        {{ csrf_field() }}
+                    </form>
+
+                </x-dropdown>
+                
+            </x-slot:actions>
+        </x-list-item>
+    </div>
+</div>

resources/views/dashboard.blade.php

@@ -1,3 +1,5 @@
+@use('App\Models\Currency')
+
 <x-app-layout>
 
     @livewire('portfolio-performance-chart', [
@@ -7,27 +9,27 @@
     <div class="grid sm:grid-cols-5 gap-5">
         <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
             <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Market Gain/Loss') }}</div>
-            <div class="font-black text-xl"> {{ Number::currency($metrics->total_gain_dollars) }} </div>
+            <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_gain_dollars', 0)) }} </div>
         </x-card>
         
         <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
             <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Total Cost Basis') }}</div>
-            <div class="font-black text-xl"> {{ Number::currency($metrics->total_cost_basis) }} </div>
+            <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_cost_basis', 0)) }} </div>
         </x-card>
         
         <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
             <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Total Market Value') }}</div>
-            <div class="font-black text-xl"> {{ Number::currency($metrics->total_market_value) }} </div>
+            <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_market_value', 0)) }} </div>
         </x-card>
         
         <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
             <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Realized Gain/Loss') }}</div>
-            <div class="font-black text-xl"> {{ Number::currency($metrics->realized_gain_dollars) }} </div>
+            <div class="font-black text-xl"> {{ Number::currency($metrics->get('realized_gain_dollars', 0)) }} </div>
         </x-card>
 
         <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
             <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Dividends Earned') }}</div>
-            <div class="font-black text-xl"> {{ Number::currency($metrics->total_dividends_earned) }} </div>
+            <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_dividends_earned', 0)) }} </div>
         </x-card>
             
     </div>

resources/views/holding/holding-dividends-list.blade.php

@@ -27,9 +27,9 @@ new class extends Component
                 $owned = ($dividend->purchased - $dividend->sold);
             @endphp 
 
-            {{ Number::currency($dividend->dividend_amount) }}
+            {{ Number::currency($dividend->dividend_amount, $holding->market_data->currency) }}
             x {{ $owned }}
-            = {{ Number::currency($owned * $dividend->dividend_amount) }}
+            = {{ Number::currency($owned * $dividend->dividend_amount, $holding->market_data->currency) }}
 
         </x-slot:value>
         <x-slot:sub-value>

resources/views/holding/holding-market-data.blade.php

@@ -3,27 +3,27 @@
 use App\Models\Holding;
 use Livewire\Volt\Component;
 
-new class extends Component {
-
+new class extends Component
+{
     // props
     public Holding $holding;
 
     protected $listeners = [
         'transaction-updated' => '$refresh',
-        'transaction-saved' => '$refresh'
+        'transaction-saved' => '$refresh',
     ];
-    
+
     // methods
 
 }; ?>
 
 <div>
     <div class="font-bold text-2xl py-1 flex items-center">
-        {{ Number::currency($holding->market_data->market_value ?? 0) }} 
+        {{ Number::currency($holding->market_data->market_value ?? 0, $holding->market_data->currency) }} 
         
         <x-gain-loss-arrow-badge 
             :cost-basis="$holding->average_cost_basis"
-            :market-value="$holding->market_data->market_value"
+            :market-value="$holding->market_data->market_value_base"
         />
     </div>
 
@@ -34,22 +34,22 @@ new class extends Component {
 
     <p>
         <span class="font-bold">{{ __('Average Cost Basis') }}: </span>
-        {{ Number::currency($holding->average_cost_basis ?? 0) }} 
+        {{ Number::currency($holding->average_cost_basis ?? 0, $holding->market_data->currency) }} 
     </p>
 
     <p>
         <span class="font-bold">{{ __('Total Cost Basis') }}: </span>
-        {{ Number::currency($holding->total_cost_basis ?? 0) }} 
+        {{ Number::currency($holding->total_cost_basis ?? 0, $holding->market_data->currency) }} 
     </p>
 
     <p>
         <span class="font-bold">{{ __('Realized Gain/Loss') }}: </span>
-        {{ Number::currency($holding->realized_gain_dollars ?? 0) }} 
+        {{ Number::currency($holding->realized_gain_dollars ?? 0, $holding->market_data->currency) }} 
     </p>
 
     <p>
         <span class="font-bold">{{ __('Dividends Earned') }}: </span>
-        {{ Number::currency($holding->dividends_earned ?? 0) }} 
+        {{ Number::currency($holding->dividends_earned ?? 0, $holding->market_data->currency) }} 
     </p>
 
     <p class="pt-2 text-sm" title="{{ \Carbon\Carbon::parse($holding->market_data->updated_at)->toIso8601String() }}">

resources/views/holding/holdings-table.blade.php

@@ -1,13 +1,12 @@
 <?php
 
-use App\Models\Holding;
 use App\Models\Portfolio;
-use App\Models\Transaction;
 use Illuminate\Support\Collection;
 use Livewire\Volt\Component;
+use App\Models\Currency; 
 
-new class extends Component {
-
+new class extends Component
+{
     // props
     public Portfolio $portfolio;
 
@@ -40,13 +39,13 @@ new class extends Component {
     {
 
         $holdings = $this->portfolio
-                        ->holdings()
-                        ->withCount(['transactions as num_transactions' => function($query) {
-                            return $query->whereRaw('transactions.symbol = holdings.symbol');
-                        }])
-                        ->orderBy(...array_values($this->sortBy))
+            ->holdings()
+            ->withCount(['transactions as num_transactions' => function ($query) {
+                return $query->whereRaw('transactions.symbol = holdings.symbol');
+            }])
+            ->orderBy(...array_values($this->sortBy))
                         // ->where('holdings.quantity', '>', 0)
-                        ->get();
+            ->get();
 
         return $holdings;
     }
@@ -55,7 +54,6 @@ new class extends Component {
     {
         return $this->redirect(route('holding.show', ['portfolio' => $holding['portfolio_id'], 'symbol' => $holding['symbol']]));
     }
-
 }; ?>
 
 
@@ -66,16 +64,17 @@ new class extends Component {
     @row-click="$wire.goToHolding($event.detail)"
 >
     @scope('cell_average_cost_basis', $row)
-        {{ Number::currency($row->average_cost_basis ?? 0) }}
+        {{ Number::currency($row->average_cost_basis ?? 0, $row->market_data->currency) }}
+    
     @endscope
     @scope('cell_total_cost_basis', $row)
-        {{ Number::currency($row->total_cost_basis ?? 0) }}
+        {{ Number::currency($row->total_cost_basis ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_realized_gain_dollars', $row)
-        {{ Number::currency($row->realized_gain_dollars ?? 0) }}
+        {{ Number::currency($row->realized_gain_dollars ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_market_gain_dollars', $row)
-        {{ Number::currency($row->market_gain_dollars ?? 0) }}
+        {{ Number::currency($row->market_gain_dollars ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_market_gain_percent', $row)
         <x-gain-loss-arrow-badge 
@@ -84,19 +83,19 @@ new class extends Component {
         />
     @endscope
     @scope('cell_market_data_market_value', $row)
-        {{ Number::currency($row->market_data_market_value ?? 0) }}
+        {{ Number::currency($row->market_data_market_value ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_market_data_fifty_two_week_low', $row)
-        {{ Number::currency($row->market_data_fifty_two_week_low ?? 0) }}
+        {{ Number::currency($row->market_data_fifty_two_week_low ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_market_data_fifty_two_week_high', $row)
-        {{ Number::currency($row->market_data_fifty_two_week_high ?? 0) }}
+        {{ Number::currency($row->market_data_fifty_two_week_high ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_total_market_value', $row)
-        {{ Number::currency($row->total_market_value ?? 0) }}
+        {{ Number::currency($row->total_market_value ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_dividends_earned', $row)
-        {{ Number::currency($row->dividends_earned ?? 0) }}
+        {{ Number::currency($row->dividends_earned ?? 0, $row->market_data->currency) }}
     @endscope
     @scope('cell_market_data_updated_at', $row)
         {{ \Carbon\Carbon::parse($row->market_data_updated_at)->diffForHumans() }}

resources/views/holding/show.blade.php

@@ -1,3 +1,5 @@
+@use('App\Models\Currency')
+
 <x-app-layout>
     <div x-data>  
 
@@ -67,48 +69,56 @@
 
             <x-ib-card title="{{ __('Fundamentals') }}" class="md:col-span-4">
 
+                @if(!empty($holding->market_data->market_cap))
                 <p>
                     <span class="font-bold">{{ __('Market Cap') }}: </span>
-                    ${{ Number::forHumans($holding->market_data->market_cap ?? 0) }} 
+                    {{ Currency::forHumans($holding->market_data->market_cap, $holding->market_data->currency) }}
                 </p>
+                @endif
 
+                @if(!empty($holding->market_data->forward_pe))
                 <p>
                     <span class="font-bold">{{ __('Forward PE') }}: </span>
                     {{ $holding->market_data->forward_pe }} 
                 </p>
+                @endif
 
+                @if(!empty($holding->market_data->trailing_pe))
                 <p>
                     <span class="font-bold">{{ __('Trailing PE') }}: </span>
                     {{ $holding->market_data->trailing_pe }} 
                 </p>
+                @endif
 
-                <p>
-                    <span class="font-bold">{{ __('Book Value') }}: </span>
-                    {{ $holding->market_data->book_value }} 
-                </p>
+                @if(!empty($holding->market_data->book_value))
+                    <p>
+                        <span class="font-bold">{{ __('Book Value') }}: </span>
+                        {{ Number::currency($holding->market_data->book_value, $holding->market_data->currency) }} 
+                    </p>
+                @endif
 
                 <p>
                     <span class="font-bold">{{ __('52 week') }}: </span>
 
-                    <x-fifty-two-week-range 
-                        :low="$holding->market_data->fifty_two_week_low" 
-                        :high="$holding->market_data->fifty_two_week_high" 
-                        :current="$holding->market_data->market_value"
-                    />
+                    <x-fifty-two-week-range :market-data="$holding->market_data" />
                 </p>
 
+                @if(!empty($holding->market_data->dividend_yield))
                 <p>
                     <span class="font-bold">{{ __('Dividend Yield') }}: </span>
                     {{ Number::percentage(
-                        $holding->market_data->dividend_yield ?? 0, 
+                        $holding->market_data->dividend_yield, 
                         $holding->market_data->dividend_yield < 1 ? 2 : 0
                     ) }} 
                 </p>
+                @endif
 
+                @if(!empty($holding->market_data->last_dividend_date))
                 <p>
                     <span class="font-bold">{{ __('Last Dividend Paid') }}: </span>
-                    {{ $holding->market_data?->last_dividend_date?->format('F d, Y') ?? '' }} 
+                    {{ $holding->market_data->last_dividend_date->format('F d, Y') }} 
                 </p>
+                @endif
                 
             </x-ib-card>
 
@@ -164,7 +174,7 @@
             </x-ib-card>
 
             @if(config('services.ai_chat_enabled'))
-            {{-- // TODO: add to system prompt:
+            {{-- // todo: add to system prompt:
                     // Additionally, here is some recent news about {$this->holding->symbol}:
                     // And their latest SEC filings: --}}
             @livewire('ai-chat-window', [
@@ -209,7 +219,7 @@
                          * 52 week high: {$holding->market_data->fifty_two_week_high}
                          * Dividend yield: {$holding->market_data->dividend_yield}
                         
-                        This data is current as of today's date: " . now()->format('Y-m-d') . ". Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
+                        This data is current as of today's date: " . now()->toDateString() . ". Based on this current market data, quantity owned, and average cost basis, you should determine if the {$holding->symbol} holding is making or losing money.
 
                         Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
             ])

resources/views/portfolio/portfolio-performance-chart.blade.php

@@ -35,16 +35,7 @@ new class extends Component
     {
         $filterMethod = collect($this->scopeOptions)->where('id', $this->scope)->first();
 
-        $dailyChangeQuery = DailyChange::myDailyChanges()->selectRaw('
-                    date, 
-                    SUM(total_market_value) as total_market_value, 
-                    SUM(total_cost_basis) as total_cost_basis, 
-                    SUM(total_gain) as total_gain 
-                    /*  ,
-                        SUM(realized_gains) as realized_gains,
-                        SUM(total_dividends_earned) as total_dividends_earned 
-                    */
-                ');
+        $dailyChangeQuery = DailyChange::withDailyPerformance();
 
         if (isset($this->portfolio)) {
 
@@ -54,18 +45,30 @@ new class extends Component
         } else {
 
             // dashboard
-            $dailyChangeQuery->withoutWishlists();
+            $dailyChangeQuery->myDailyChanges()->withoutWishlists();
         }
 
         if ($filterMethod['method']) {
 
-            $dailyChangeQuery->whereDate('date', '>=', now()->{$filterMethod['method']}(...$filterMethod['args']));
+            $dailyChangeQuery->whereDate('daily_change.date', '>=', now()->{$filterMethod['method']}(...$filterMethod['args']));
         }
 
-        $dailyChange = $dailyChangeQuery
-            ->orderBy('date')
+        $dailyChange = $dailyChangeQuery->get();
+
+        $dailyChange = $dailyChange
+            ->sortBy('date')
             ->groupBy('date')
-            ->get();
+            ->map(function ($group) {
+                return (object) [
+                    'date' => $group->first()->date->toDateString(),
+                    'total_market_value' => $group->sum('total_market_value'),
+                    'total_cost_basis' => $group->sum('total_cost_basis'),
+                    'total_gain' => $group->sum('total_gain'),
+                    'realized_gain_dollars' => $group->sum('realized_gain_dollars'),
+                    'total_dividends_earned' => $group->sum('total_dividends_earned'),
+                ];
+            })
+            ->values();
 
         return [
             'series' => [

resources/views/portfolio/show.blade.php

@@ -1,3 +1,5 @@
+@use('App\Models\Currency')
+
 <x-app-layout>
     <div x-data>
 
@@ -63,30 +65,29 @@
 
         <div class="grid sm:grid-cols-5 gap-5">
 
-            
             <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
                 <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Market Gain/Loss') }}</div>
-                <div class="font-black text-xl"> {{ Number::currency($metrics->total_gain_dollars) }} </div>
+                <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_gain_dollars', 0)) }} </div>
             </x-card>
             
             <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
                 <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Total Cost Basis') }}</div>
-                <div class="font-black text-xl"> {{ Number::currency($metrics->total_cost_basis) }} </div>
+                <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_cost_basis', 0)) }} </div>
             </x-card>
             
             <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
                 <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Total Market Value') }}</div>
-                <div class="font-black text-xl"> {{ Number::currency($metrics->total_market_value) }} </div>
+                <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_market_value', 0)) }} </div>
             </x-card>
             
             <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
                 <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Realized Gain/Loss') }}</div>
-                <div class="font-black text-xl"> {{ Number::currency($metrics->realized_gain_dollars) }} </div>
+                <div class="font-black text-xl"> {{ Number::currency($metrics->get('realized_gain_dollars', 0)) }} </div>
             </x-card>
 
             <x-card class="col-span-5 sm:col-span-1 bg-slate-100 dark:bg-base-200 rounded-lg">
                 <div class="text-sm text-gray-400 whitespace-nowrap truncate">{{ __('Dividends Earned') }}</div>
-                <div class="font-black text-xl"> {{ Number::currency($metrics->total_dividends_earned) }} </div>
+                <div class="font-black text-xl"> {{ Number::currency($metrics->get('total_dividends_earned', 0)) }} </div>
             </x-card>
                 
         </div>
@@ -175,7 +176,7 @@
                         
                         {$formattedHoldings}
 
-                        This data is current as of today's date: " . now()->format('Y-m-d') . ". Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
+                        This data is current as of today's date: " . now()->toDateString() . ". Based on the current market data, quantity owned, and average cost basis, you can determine the performance of any holding.
 
                         Below is the question from the investor. Considering these facts, provide a concise response to the following question (give a direct response). Limit your response to no more than 75 words and consider using a common decision framework. Use github style markdown for any formatting:"
             ])

resources/views/profile/import-portfolios-field.blade.php

@@ -1,15 +1,15 @@
 <?php
 
-use Livewire\WithFileUploads;
-use Livewire\Volt\Component;
-use Mary\Traits\Toast;
-use App\Models\BackupImport as BackupImportModel;
-use App\Imports\BackupImport;
 use App\Exports\BackupExport;
+use App\Models\BackupImport as BackupImportModel;
 use Livewire\Attributes\Rule;
+use Livewire\Volt\Component;
+use Livewire\WithFileUploads;
 use Maatwebsite\Excel\Facades\Excel;
+use Mary\Traits\Toast;
 
-new class extends Component {
+new class extends Component
+{
     use Toast;
     use WithFileUploads;
 
@@ -18,23 +18,26 @@ new class extends Component {
     public $file;
 
     public bool $importStatusDialog = false;
+
     public ?BackupImportModel $backupImport = null;
+
     public int $percent = 10;
 
     // methods
-    public function import() 
+    public function import()
     {
         $this->validate();
 
-        if (!RateLimiter::attempt('import:'.auth()->user()->id, $perMinute = 3, fn()=>null)) {
+        if (! RateLimiter::attempt('import:'.auth()->user()->id, $perMinute = 3, fn () => null)) {
 
             $this->error(__('Hang on! You\'re doing that too much.'));
+
             return;
         }
 
         $this->backupImport = BackupImportModel::create([
             'user_id' => auth()->user()->id,
-            'path' => $this->file->getPathname()
+            'path' => $this->file->getPathname(),
         ]);
 
         $this->importStatusDialog = true;
@@ -45,17 +48,17 @@ new class extends Component {
     {
         if (Str::contains($this->backupImport?->message, 'portfolios')) {
 
-            $this->percent = (1/2) * 100;
+            $this->percent = (1 / 2) * 100;
         }
 
         if (Str::contains($this->backupImport?->message, 'transactions')) {
 
-            $this->percent = (3/4) * 100;
+            $this->percent = (3 / 4) * 100;
         }
 
         if (Str::contains($this->backupImport?->message, 'daily changes')) {
 
-            $this->percent = (7/8) * 100;
+            $this->percent = (7 / 8) * 100;
         }
 
         if ($this->backupImport?->status == 'failed') {
@@ -75,9 +78,8 @@ new class extends Component {
 
     public function downloadTemplate()
     {
-        return Excel::download(new BackupExport(empty: true), now()->format('Y_m_d') . '_investbrain_template.xlsx');
+        return Excel::download(new BackupExport(empty: true), now()->format('Y_m_d').'_investbrain_template.xlsx');
     }
-    
 }; ?>
 
 <x-forms.form-section submit="import">
@@ -87,7 +89,7 @@ new class extends Component {
 
     <x-slot name="description">
         {{ __('Upload or recover your Investbrain portfolio and holdings.') }} 
-        <strong><a href="#" title="{{ __('Click to download import template.') }}" @click="$wire.downloadTemplate()"> {{ __('Download import template.') }}</a></strong>
+        <span class="text-xs text-secondary"><a href="#" title="{{ __('Click to download import template.') }}" @click="$wire.downloadTemplate()"> {{ __('Download import template.') }}</a></span>
     </x-slot>
 
     <x-slot:form>