fix: export daily change dates transposition

reference #148

.env.example

@@ -24,6 +24,9 @@ OPENAI_ORGANIZATION=
 MARKET_DATA_PROVIDER=yahoo
 ALPHAVANTAGE_API_KEY=
 FINNHUB_API_KEY=
+ALPACA_API_KEY=
+ALPACA_API_SECRET=
+TWELVEDATA_API_SECRET=
 
 # Cadence to refresh market data (in minutes)
 MARKET_DATA_REFRESH=30

.github/workflows/build-and-push-images.yml

@@ -43,7 +43,16 @@ jobs:
       - name: Extract version from tag
         id: extract-version
         run: |
-          echo "version=${GITHUB_REF_NAME#v}" >> $GITHUB_ENV
+          VERSION="${GITHUB_REF_NAME#v}"
+      
+          TAGS="investbrainapp/investbrain:${VERSION},ghcr.io/investbrainapp/investbrain:${VERSION}"
+      
+          # Conditionally add 'latest' tags unless 'pre-release' is in the version
+          if [[ "${GITHUB_REF_NAME}" != *alpha* && "${GITHUB_REF_NAME}" != *beta* && "${GITHUB_REF_NAME}" != *rc* ]]; then
+            TAGS="$TAGS,investbrainapp/investbrain:latest,ghcr.io/investbrainapp/investbrain:latest"
+          fi
+      
+          echo "tags=$TAGS" >> $GITHUB_OUTPUT
 
       - name: Build and push
         uses: docker/build-push-action@v6
@@ -51,8 +60,7 @@ jobs:
           platforms: linux/amd64,linux/arm64
           file: ./docker/Dockerfile
           push: true
-          tags: |
-            investbrainapp/investbrain:latest
-            investbrainapp/investbrain:${{ env.version }}
-            ghcr.io/investbrainapp/investbrain:latest
-            ghcr.io/investbrainapp/investbrain:${{ env.version }}
+          tags: ${{ steps.extract-version.outputs.tags }}
+          build-args: |
+            VERSION=${{ github.ref_name }}
+

README.md

@@ -28,7 +28,7 @@ Investbrain is a smart open-source investment tracker that helps you manage, tra
 
 ## Under the hood
 
-Investbrain is a Laravel PHP web application that leverages Livewire and Tailwind for its frontend. Most databases should work, including MySQL and SQLite. Out of the box, we feature three market data providers: [Yahoo Finance](https://finance.yahoo.com/), [Finnhub](https://finnhub.io/pricing-stock-api-market-data), and [Alpha Vantage](https://www.alphavantage.co/support/). But we also offer an extensible market data provider interface for intrepid developers to create their own! We also offer integrations with OpenAI and Ollama for our ["chat with your holdings"](#chat-with-your-holdings) capability. Finally, of course we have robust support for i18n, a11y, and dark mode. 
+Investbrain is a Laravel PHP web application that has an extensible market data provider interface. Out of the box, we feature many market data providers. But intrepid developers can [create their own providers](#custom-providers)! We also offer integrations with OpenAI and Ollama for our ["chat with your holdings"](#chat-with-your-holdings) capability. Finally, of course we have robust support for i18n, a11y, and dark mode. 
 
 ## Self hosting
 
@@ -50,8 +50,6 @@ curl -O https://raw.githubusercontent.com/investbrainapp/investbrain/main/docker
 
 Adjust the `environment` properties in the compose file to your preferences. 
 
-**Importantly**, you need to set the `APP_KEY` value.  If you're unsure, Investbrain will generate an `APP_KEY` for you on first run, but it will not persist. You must _manually_ update your environment configuration with this generated value!
-
 **3. Run `docker compose up`**
 
 It might take a few minutes to pull the Docker images. But assuming everything worked as expected, you should now be able to access Investbrain in the browser by visiting:
@@ -74,7 +72,7 @@ Always keep in mind the limitations of LLMs. When in doubt, consult a licensed i
 
 ## Market data providers
 
-Investbrain includes an extensible market data provider interface that allows you to retrieve stock market data from multiple providers, such as Yahoo Finance, Alpha Vantage, or Finnhub. The interface includes a built-in fallback mechanism to ensure reliable data access, even if a provider fails.
+Investbrain includes an extensible market data provider interface that allows you to retrieve stock market data from multiple providers, such as [Yahoo Finance](https://finance.yahoo.com/), [Twelve Data](https://twelvedata.com), [Finnhub](https://finnhub.io/pricing-stock-api-market-data), [Alpaca](https://alpaca.markets/), and [Alpha Vantage](https://www.alphavantage.co/support/). The interface includes a built-in fallback mechanism to ensure reliable data access, even if a provider fails.
 
 ### Configuration
 
@@ -92,7 +90,7 @@ Your selected providers should be listed in your environment variables. Each sho
 MARKET_DATA_PROVIDER=yahoo,alphavantage
 ```
 
-In the above example, Yahoo Finance will be attempted first and the Alpha Vantage provider will be used as the fallback. If Yahoo Finance fails to retrieve market data, the application will automatically try Alpha Vantage.
+In the above example, Yahoo Finance will be attempted first. If Yahoo Finance fails to retrieve market data, the application will automatically try Alpha Vantage.
 
 ### Custom providers
 
@@ -137,10 +135,13 @@ There are several optional configurations available when installing using the re
 | ------------- | ------------- | ------------- |
 | APP_URL | The URL where your Investbrain installation will be accessible | http://localhost |
 | APP_PORT | The HTTP port exposed by the NGINX container | 8000 |
-| APP_KEY | Must be set during install - encryption key for various security-related functions | `null` |
-| MARKET_DATA_PROVIDER | The market data provider to use (either `yahoo`, `alphavantage`, or `finnhub`) | yahoo |
+| APP_KEY | Encryption key for various security-related functions | Set automatically during install |
+| MARKET_DATA_PROVIDER | The market data provider to use (either `yahoo`, `twelvedata`, `alphavantage`, `alpaca`, or `finnhub`) | yahoo |
 | ALPHAVANTAGE_API_KEY | If using the Alpha Vantage provider | `null` |
 | FINNHUB_API_KEY | If using the Finnhub provider | `null` |
+| ALPACA_API_KEY | If using the Alpaca provider | `null` |
+| ALPACA_API_SECRET | If using the Alpaca provider | `null` |
+| TWELVEDATA_API_SECRET | If using the Twelve Data provider | `null` |
 | MARKET_DATA_REFRESH | Cadence to refresh market data in minutes | 30 |
 | APP_TIMEZONE | Timezone for the application, including daily change captures | UTC |
 | AI_CHAT_ENABLED | Whether to enable AI chat features | `false` |
@@ -178,7 +179,7 @@ Easy as that!
 
 ## Command line utilities
 
-Investbrain comes bundled with several helpful command line utilities to make managing your portfolios and holdings more efficient. Keep in mind these commands are extremely powerful and can make irreversable changes to your holdings. 
+Investbrain comes bundled with several helpful command line utilities to make managing your portfolios and holdings more efficient. Keep in mind these commands are extremely powerful and can make irreversable changes to your holdings.  Just to be safe, we recommend backing up your portfolios before using these commands.
 
 To run these commands, you can use `docker exec` like this:
 
@@ -186,16 +187,23 @@ To run these commands, you can use `docker exec` like this:
 docker exec -it investbrain-app php artisan <replace with command you want to run>
 ```
 
-Just to be safe, we recommend backing up your portfolios before using these commands:
+If you need more details on what the command does, you can take a look at the options available using the `help` option:
+
+```bash
+<command you want to run> --help
+```
+
 
 | Command      | Description      |
 | ------------- | ------------- |
 | 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). |
+| sync:daily-change | Syncs 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 | Syncs performance of holdings with related transactions (i.e. dividends, realized gains, etc). |
+| fix:cost-basis-for-sales | Utility to automatically re-calculates cost basis for sale transactions. |
 
 ## Troubleshooting
 

SECURITY.md

@@ -4,7 +4,8 @@
 
 | Version | Supported          |
 | ------- | ------------------ |
-| 1.1.x   | :white_check_mark: |
+| 1.2.x   | :white_check_mark: |
+| 1.1.x   | :x: |
 | 1.0.x   | :x: |
 | < 1.0.0   | :x:                |
 

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 +1,35 @@
+<?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') {
+
+            $cost_basis = Transaction::where([
+                'portfolio_id' => $model->portfolio_id,
+                'symbol' => $model->symbol,
+                'transaction_type' => 'BUY',
+            ])->whereDate('date', '<=', $model->date)
+                ->selectRaw('SUM(transactions.cost_basis * transactions.quantity) as total_cost_basis')
+                ->selectRaw('SUM(transactions.quantity) as total_quantity')
+                ->first();
+
+            $average_cost_basis = empty($cost_basis->total_quantity)
+                ? 0
+                : $cost_basis->total_cost_basis / $cost_basis->total_quantity;
+
+            $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/Actions/Jetstream/DeleteUser.php

@@ -1,21 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Actions\Jetstream;
-
-use App\Models\User;
-use Laravel\Jetstream\Contracts\DeletesUsers;
-
-class DeleteUser implements DeletesUsers
-{
-    /**
-     * Delete the given user.
-     */
-    public function delete(User $user): void
-    {
-        $user->deleteProfilePhoto();
-        $user->tokens->each->delete();
-        $user->delete();
-    }
-}

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 +45,13 @@ class CaptureDailyChange extends Command
 
             $this->line('Capturing daily change for '.$portfolio->title);
 
-            $total_cost_basis = $portfolio->holdings->sum('total_cost_basis');
-
-            $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;
-            });
+            $metrics = Holding::query()
+                ->portfolio($portfolio->id)
+                ->getPortfolioMetrics(config('investbrain.base_currency'));
 
             $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_market_value' => $metrics->get('total_market_value'),
             ]);
         });
     }

app/Console/Commands/FixCostBasisForSales.php

@@ -0,0 +1,101 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Console\Commands;
+
+use App\Models\Portfolio;
+use App\Models\Transaction;
+use Illuminate\Console\Command;
+
+class FixCostBasisForSales extends Command
+{
+    /**
+     * The name and signature of the console command.
+     *
+     * @var string
+     */
+    protected $signature = 'fix:cost-basis-for-sales
+                                    {--portfolio= : The ID of the portfolio to fix.}
+                                    {--user= : The user ID of transactions to fix.}';
+
+    /**
+     * The console command description.
+     *
+     * @var string
+     */
+    protected $description = 'Fixes broken costs basis for sale transactions';
+
+    /**
+     * Create a new command instance.
+     *
+     * @return void
+     */
+    public function __construct()
+    {
+        parent::__construct();
+    }
+
+    /**
+     * Execute the console command.
+     *
+     * @return int
+     */
+    public function handle()
+    {
+
+        if (empty($this->option('user')) && empty($this->option('portfolio'))) {
+
+            $this->error('Must provide at least a user or portfolio.');
+
+            return;
+        }
+
+        $transactions = Transaction::where(['transaction_type' => 'SELL']);
+
+        if ($this->option('user')) {
+
+            $portfolios = Portfolio::fullAccess($this->option('user'))->get('id')
+                ->pluck('id')
+                ->toArray();
+
+            $transactions->whereIn('portfolio_id', $portfolios);
+
+        } else {
+
+            $transactions->where(['portfolio_id' => $this->option('portfolio')]);
+        }
+
+        $transactions = $transactions->get();
+
+        $this->line("Fixing cost basis for {$transactions->count()} sale transactions...");
+
+        $transactions->chunk(10)->each(function ($chunk) {
+
+            dispatch(function () use ($chunk) {
+
+                $chunk->each(function ($transaction) {
+
+                    $cost_basis = Transaction::where([
+                        'portfolio_id' => $transaction->portfolio_id,
+                        'symbol' => $transaction->symbol,
+                        'transaction_type' => 'BUY',
+                    ])->whereDate('date', '<=', $transaction->date)
+                        ->selectRaw('SUM(transactions.cost_basis * transactions.quantity) as total_cost_basis')
+                        ->selectRaw('SUM(transactions.quantity) as total_quantity')
+                        ->first();
+
+                    $average_cost_basis = empty($cost_basis->total_quantity)
+                        ? 0
+                        : $cost_basis->total_cost_basis / $cost_basis->total_quantity;
+
+                    $transaction->cost_basis = $average_cost_basis ?? 0;
+
+                    $transaction->save();
+                });
+            });
+        });
+
+        $this->line('Done!');
+    }
+}

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/Console/Commands/RefreshMarketData.php

@@ -7,7 +7,6 @@ namespace App\Console\Commands;
 use App\Models\Holding;
 use App\Models\MarketData;
 use Illuminate\Console\Command;
-use Illuminate\Support\Facades\Log;
 
 class RefreshMarketData extends Command
 {
@@ -61,7 +60,7 @@ class RefreshMarketData extends Command
             try {
                 MarketData::getMarketData($holding->symbol, $force);
             } catch (\Throwable $e) {
-                Log::error('Could not refresh '.$holding->symbol.' ('.$e->getMessage().')');
+                $this->line('Could not refresh '.$holding->symbol.' ('.$e->getMessage().')');
             }
         }
     }

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 +1,65 @@
+<?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
+        $reinvested_holdings = Holding::myHoldings()->where('reinvest_dividends', true)->get(['portfolio_id', 'symbol']);
+        if ($reinvested_holdings->isNotEmpty()) {
+            $configs->push([
+                'key' => 'reinvested_dividends',
+                'value' => $reinvested_holdings->toJson(),
+            ]);
+        }
+
+        return $configs;
+    }
+
+    public function title(): string
+    {
+        return 'Config';
+    }
+}

app/Exports/Sheets/DailyChangesSheet.php

@@ -22,9 +22,8 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
             'Portfolio ID',
             'Total Market Value',
             'Total Cost Basis',
-            'Total Gain',
-            'Total Dividends Earned',
             'Realized Gains',
+            'Total Dividends Earned',
             'Annotation',
         ];
     }
@@ -34,7 +33,24 @@ class DailyChangesSheet implements FromCollection, WithHeadings, WithTitle
      */
     public function collection()
     {
-        return $this->empty ? collect() : DailyChange::myDailyChanges()->get();
+        if ($this->empty) {
+            return collect();
+        }
+
+        return DailyChange::myDailyChanges()
+            ->withDailyPerformance()
+            ->get()
+            ->map(function ($daily_change) {
+                return [
+                    'date' => date_format($daily_change->date, 'Y-m-d'),
+                    'portfolio_id' => $daily_change->portfolio_id,
+                    'total_market_value' => $daily_change->total_market_value,
+                    'total_cost_basis' => $daily_change->total_cost_basis,
+                    'realized_gains' => $daily_change->realized_gain_dollars,
+                    'total_dividends_earned' => $daily_change->total_dividends_earned,
+                    'annotation' => $daily_change->annotation,
+                ];
+            });
     }
 
     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' => $transaction->reinvested_dividend,
+                    'date' => date_format($transaction->date, 'Y-m-d'),
+                    '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/ApiTokenController.php

@@ -0,0 +1,24 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Controllers;
+
+use Illuminate\Http\Request;
+use Illuminate\Routing\Controller;
+
+class ApiTokenController extends Controller
+{
+    /**
+     * Show the user API token screen.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function index(Request $request)
+    {
+        return view('api.index', [
+            'request' => $request,
+            'user' => $request->user(),
+        ]);
+    }
+}

app/Http/Controllers/ConnectedAccountController.php

@@ -124,7 +124,7 @@ class ConnectedAccountController extends Controller
                 'title' => __('Your :provider account has been connected.', ['provider' => config("services.{$connected_account->provider}.name")]),
                 'description' => null,
                 'css' => 'alert-success',
-                'icon' => Blade::render("<x-mary-icon class='w-7 h-7' name='o-check-circle' />"),
+                'icon' => Blade::render("<x-ui.icon class='w-7 h-7' name='o-check-circle' />"),
                 'position' => 'toast-top toast-end',
                 'timeout' => '5000',
             ],

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/Controllers/PrivacyPolicyController.php

@@ -0,0 +1,29 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Controllers;
+
+use App\Traits\HasLocalizedMarkdown;
+use Illuminate\Http\Request;
+use Illuminate\Routing\Controller;
+use Illuminate\Support\Str;
+
+class PrivacyPolicyController extends Controller
+{
+    use HasLocalizedMarkdown;
+
+    /**
+     * Show the privacy policy for the application.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function show(Request $request)
+    {
+        $policyFile = $this->localizedMarkdownPath('policy.md');
+
+        return view('policy', [
+            'policy' => Str::markdown(file_get_contents($policyFile)),
+        ]);
+    }
+}

app/Http/Controllers/TermsOfServiceController.php

@@ -0,0 +1,29 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Controllers;
+
+use App\Traits\HasLocalizedMarkdown;
+use Illuminate\Http\Request;
+use Illuminate\Routing\Controller;
+use Illuminate\Support\Str;
+
+class TermsOfServiceController extends Controller
+{
+    use HasLocalizedMarkdown;
+
+    /**
+     * Show the terms of service for the application.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function show(Request $request)
+    {
+        $termsFile = $this->localizedMarkdownPath('terms.md');
+
+        return view('terms', [
+            'terms' => Str::markdown(file_get_contents($termsFile)),
+        ]);
+    }
+}

app/Http/Controllers/UserProfileController.php

@@ -0,0 +1,24 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Controllers;
+
+use Illuminate\Http\Request;
+use Illuminate\Routing\Controller;
+
+class UserProfileController extends Controller
+{
+    /**
+     * Show the user profile screen.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function show(Request $request)
+    {
+        return view('profile.show', [
+            'request' => $request,
+            'user' => $request->user(),
+        ]);
+    }
+}

app/Http/Middleware/LocalizationMiddleware.php

@@ -0,0 +1,34 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Http\Middleware;
+
+use Closure;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Number;
+use Illuminate\Support\Str;
+
+class LocalizationMiddleware
+{
+    /**
+     * Handle an incoming request.
+     *
+     * @return mixed
+     */
+    public function handle(Request $request, Closure $next)
+    {
+        if (Auth::check()) {
+
+            $locale = auth()->user()->getLocale();
+
+            app()->setLocale(Str::before($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

@@ -30,18 +30,20 @@ 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'),
                     $this->requestOrModelValue('transaction_type', 'transaction'),
-                    $this->requestOrModelValue('date', 'transaction')
+                    $this->requestOrModelValue('date', 'transaction'),
+                    $this->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 +52,7 @@ 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

@@ -22,11 +22,12 @@ 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,
             'reinvested_dividend' => $this->reinvested_dividend,
-            'date' => $this->date,
+            'date' => date_format($this->date, 'Y-m-d'),
             'created_at' => $this->created_at,
             'updated_at' => $this->updated_at,
         ];

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 +1,83 @@
+<?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']);
+                    $this->backupImport->user->save();
+                    break;
+
+                case 'reinvested_dividends':
+                    if (json_validate($config['value'])) {
+                        foreach (json_decode($config['value'], true) as $reinvest) {
+                            Holding::myHoldings($this->backupImport->user->id)
+                                ->where('portfolio_id', $reinvest['portfolio_id'])
+                                ->where('symbol', $reinvest['symbol'])
+                                ->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'), $transactions->max('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/AlpacaMarketData.php

@@ -0,0 +1,180 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Interfaces\MarketData;
+
+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\CarbonInterval;
+use Illuminate\Http\Client\PendingRequest;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Http;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
+
+class AlpacaMarketData implements MarketDataInterface
+{
+    public PendingRequest $client;
+
+    public string $dataBaseUrl = 'https://data.alpaca.markets/';
+
+    public string $apiBaseUrl = 'https://api.alpaca.markets/';
+
+    public function __construct()
+    {
+        $this->createNewClient();
+    }
+
+    private function createNewClient()
+    {
+        $this->client = Http::withOptions([
+            'headers' => [
+                'content-type' => 'application/json',
+                'accept' => 'application/json',
+                'Apca-Api-Key-Id' => config('alpaca.key'),
+                'Apca-Api-Secret-Key' => config('alpaca.secret'),
+            ],
+        ]);
+    }
+
+    public function exists(string $symbol): bool
+    {
+        return (bool) $this->quote($symbol);
+    }
+
+    public function quote(string $symbol): Quote
+    {
+        $response = $this->client->baseUrl($this->dataBaseUrl)->get("v2/stocks/{$symbol}/trades/latest");
+
+        $quote = $response->json('trade');
+
+        throw_if(empty(Arr::get($quote, 'p')), NotFoundHttpException::class, "Symbol `{$symbol}` was not found");
+
+        $fundamental = cache()->remember(
+            'ap-symbol-'.$symbol,
+            1440,
+            function () use ($symbol) {
+
+                $this->createNewClient();
+
+                $basic = $this->client->baseUrl($this->apiBaseUrl)->get("v2/assets/{$symbol}")->json();
+                $fifty_two_week = $this->client->baseUrl($this->dataBaseUrl)->withQueryParameters([
+                    'timeframe' => '12M',
+                    'start' => now()->subWeeks(53)->format('Y-m-d'),
+                    'end' => now()->subWeeks(1)->format('Y-m-d'), // todo: can't query recent SIP data
+                ])->get("v2/stocks/{$symbol}/bars")->json();
+
+                return array_merge($fifty_two_week, $basic);
+            }
+        );
+
+        return new Quote([
+            'name' => Arr::get($fundamental, 'name'),
+            'symbol' => $symbol,
+            'currency' => 'USD', // Alpaca only has US equitities
+            'market_value' => Arr::get($quote, 'p'),
+            'fifty_two_week_high' => Arr::get($fundamental, 'bars.0.h'),
+            'fifty_two_week_low' => Arr::get($fundamental, 'bars.0.l'),
+        ]);
+    }
+
+    public function dividends(string $symbol, $startDate, $endDate): Collection
+    {
+        $response = $this->client->baseUrl($this->dataBaseUrl)->withQueryParameters([
+            'symbols' => $symbol,
+            'limit' => 1000,
+            'sort' => 'asc',
+            'types' => 'cash_dividend',
+            'start' => $startDate->format('Y-m-d'),
+            'end' => $endDate->format('Y-m-d'),
+        ])->get('v1/corporate-actions');
+
+        $dividends = $response->json('corporate_actions.cash_dividends');
+
+        return collect($dividends)
+            ->map(function ($dividend) use ($symbol) {
+
+                return new Dividend([
+                    'symbol' => $symbol,
+                    'date' => Carbon::parse(Arr::get($dividend, 'ex_date')),
+                    'dividend_amount' => Arr::get($dividend, 'rate'),
+                ]);
+            });
+    }
+
+    public function splits(string $symbol, $startDate, $endDate): Collection
+    {
+        $response = $this->client->baseUrl($this->dataBaseUrl)->withQueryParameters([
+            'symbols' => $symbol,
+            'limit' => 1000,
+            'sort' => 'asc',
+            'types' => 'forward_split',
+            'start' => $startDate->format('Y-m-d'),
+            'end' => $endDate->format('Y-m-d'),
+        ])->get('v1/corporate-actions');
+
+        $splits = $response->json('corporate_actions.forward_splits');
+
+        return collect($splits)
+            ->map(function ($split) use ($symbol) {
+
+                return new Split([
+                    'symbol' => $symbol,
+                    'date' => Carbon::parse(Arr::get($split, 'ex_date')),
+                    'split_amount' => Arr::get($split, 'new_rate') / Arr::get($split, 'old_rate'),
+                ]);
+            });
+    }
+
+    public function history(string $symbol, $startDate, $endDate): Collection
+    {
+        $startDate = Carbon::parse($startDate);
+        $endDate = Carbon::parse($endDate)->subHours(36); // alpaca has sip data limits
+
+        $allHistory = collect();
+
+        $chunks = 1000;
+
+        $period = CarbonInterval::days($chunks)->toPeriod($startDate, $endDate);
+        foreach ($period as $startDate) {
+
+            $chunkEnd = $startDate->copy()->addDays($chunks - 1);
+
+            if ($chunkEnd->gt($endDate)) {
+                $chunkEnd = $endDate;
+            }
+
+            $this->createNewClient();
+
+            $response = $this->client->baseUrl($this->dataBaseUrl)->withQueryParameters([
+                'timeframe' => '1D',
+                'start' => $startDate->format('Y-m-d'),
+                'end' => $chunkEnd->format('Y-m-d'),
+            ])->get("v2/stocks/{$symbol}/bars");
+
+            $history = $response->json('bars');
+
+            throw_if(empty($history), NotFoundHttpException::class, "Symbol `{$symbol}` was not found");
+
+            $chunkedHistory = collect($history)
+                ->mapWithKeys(function ($history) use ($symbol) {
+
+                    $date = Carbon::parse($history['t'])->format('Y-m-d');
+
+                    return [$date => new Ohlc([
+                        'symbol' => $symbol,
+                        'date' => $date,
+                        'close' => Arr::get($history, 'c'),
+                    ])];
+                });
+
+            $allHistory = $allHistory->merge($chunkedHistory);
+        }
+
+        return $allHistory;
+    }
+}

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')
+                        ? ((float) 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',
+            ],
         ]);
     }
 
@@ -68,7 +101,7 @@ class AlphaVantageMarketData implements MarketDataInterface
                 return new Dividend([
                     'symbol' => $symbol,
                     'date' => Carbon::parse(Arr::get($dividend, 'ex_dividend_date')),
-                    'dividend_amount' => Arr::get($dividend, 'amount'),
+                    'dividend_amount' => (float) Arr::get($dividend, 'amount'),
                 ]);
             });
     }
@@ -88,7 +121,7 @@ class AlphaVantageMarketData implements MarketDataInterface
                 return new Split([
                     'symbol' => $symbol,
                     'date' => Carbon::parse(Arr::get($split, 'effective_date')),
-                    'split_amount' => Arr::get($split, 'split_factor'),
+                    'split_amount' => (float) Arr::get($split, 'split_factor'),
                 ]);
             });
     }
@@ -107,12 +140,12 @@ 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,
                     'date' => $date,
-                    'close' => Arr::get($history, '4. close'),
+                    'close' => (float) Arr::get($history, '4. close'),
                 ])];
             });
     }

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/TwelveDataMarketData.php

@@ -0,0 +1,170 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Interfaces\MarketData;
+
+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\Http\Client\PendingRequest;
+use Illuminate\Support\Arr;
+use Illuminate\Support\Carbon;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\Http;
+use Symfony\Component\HttpKernel\Exception\NotFoundHttpException;
+
+class TwelveDataMarketData implements MarketDataInterface
+{
+    public PendingRequest $client;
+
+    public string $apiBaseUrl = 'https://api.twelvedata.com/';
+
+    public function __construct()
+    {
+        $this->createNewClient();
+    }
+
+    private function createNewClient()
+    {
+        $this->client = Http::withOptions([
+            'headers' => [
+                'content-type' => 'application/json',
+                'accept' => 'application/json',
+            ],
+        ])->withQueryParameters([
+            'apikey' => config('twelvedata.secret'),
+        ]);
+    }
+
+    public function exists(string $symbol): bool
+    {
+
+        return (bool) $this->quote($symbol);
+    }
+
+    public function quote(string $symbol): Quote
+    {
+
+        $response = $this->client
+            ->baseUrl($this->apiBaseUrl)
+            ->withQueryParameters(['symbol' => $symbol])
+            ->get('price');
+
+        $quote = $response->json();
+
+        throw_if(empty(Arr::get($quote, 'price')), NotFoundHttpException::class, "Symbol `{$symbol}` was not found");
+
+        $current_market_value = Arr::get($quote, 'price');
+
+        $fundamental = cache()->remember(
+            'twelve-data-symbol-'.$symbol,
+            1440,
+            function () use ($symbol) {
+
+                $this->createNewClient();
+
+                $response = $this->client
+                    ->baseUrl($this->apiBaseUrl)
+                    ->withQueryParameters(['symbol' => $symbol])
+                    ->get('quote');
+
+                return $response->json();
+            }
+        );
+
+        return new Quote([
+            'name' => Arr::get($fundamental, 'name'),
+            'symbol' => $symbol,
+            'currency' => Arr::get($fundamental, 'currency'),
+            'market_value' => (float) $current_market_value,
+            'fifty_two_week_high' => (float) Arr::get($fundamental, 'fifty_two_week.high'),
+            'fifty_two_week_low' => (float) Arr::get($fundamental, 'fifty_two_week.low'),
+            'meta_data' => [
+                'exchange' => Arr::get($fundamental, 'exchange'),
+                'source' => 'twelvedata',
+            ],
+        ]);
+    }
+
+    public function dividends(string $symbol, $startDate, $endDate): Collection
+    {
+
+        $response = $this->client
+            ->baseUrl($this->apiBaseUrl)
+            ->withQueryParameters([
+                'symbol' => $symbol,
+                'start_date' => Carbon::parse($startDate)->toDateString(),
+                'end_date' => Carbon::parse($endDate)->toDateString(),
+            ])
+            ->get('dividends');
+
+        $dividends = $response->json('dividends');
+
+        return collect($dividends)
+            ->map(function ($dividend) use ($symbol) {
+
+                return new Dividend([
+                    'symbol' => $symbol,
+                    'date' => Arr::get($dividend, 'ex_date'),
+                    'dividend_amount' => Arr::get($dividend, 'amount'),
+                ]);
+            });
+    }
+
+    public function splits(string $symbol, $startDate, $endDate): Collection
+    {
+
+        $response = $this->client
+            ->baseUrl($this->apiBaseUrl)
+            ->withQueryParameters([
+                'symbol' => $symbol,
+                'start_date' => Carbon::parse($startDate)->toDateString(),
+                'end_date' => Carbon::parse($endDate)->toDateString(),
+            ])
+            ->get('splits');
+
+        $splits = $response->json('splits');
+
+        return collect($splits)
+            ->map(function ($split) use ($symbol) {
+
+                return new Split([
+                    'symbol' => $symbol,
+                    'date' => Arr::get($split, 'date'),
+                    'split_amount' => Arr::get($split, 'from_factor') / Arr::get($split, 'to_factor'),
+                ]);
+            });
+    }
+
+    public function history(string $symbol, $startDate, $endDate): Collection
+    {
+
+        $response = $this->client
+            ->baseUrl($this->apiBaseUrl)
+            ->withQueryParameters([
+                'symbol' => $symbol,
+                'interval' => '1day',
+                'start_date' => Carbon::parse($startDate)->toDateString(),
+                'end_date' => Carbon::parse($endDate)->toDateString(),
+            ])
+            ->get('time_series');
+
+        $history = $response->json('values');
+
+        throw_if(empty($history), NotFoundHttpException::class, "Symbol `{$symbol}` was not found");
+
+        return collect($history)
+            ->mapWithKeys(function ($history) use ($symbol) {
+
+                $date = Carbon::parse(Arr::get($history, 'datetime'))->toDateString();
+
+                return [$date => new Ohlc([
+                    'symbol' => $symbol,
+                    'date' => $date,
+                    'close' => (float) Arr::get($history, 'close'),
+                ])];
+            });
+    }
+}

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 +36,27 @@ class Quote extends MarketDataType
         return $this->items['symbol'] ?? '';
     }
 
-    public function setMarketValue($marketValue): self
+    public function setCurrency(string $currency): self
+    {
+        // need to standardize to ISO 4217
+        $currency = match ($currency) {
+            'US' => 'USD',
+            'CA' => 'CAD',
+            'GBp' => 'GBX',
+            default => $currency
+        };
+
+        $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 +118,7 @@ class Quote extends MarketDataType
 
     public function setMarketCap($cap): self
     {
+        // return $this;
         $this->items['market_cap'] = (int) $cap;
 
         return $this;
@@ -119,6 +141,18 @@ 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 +176,28 @@ 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;
@@ -20,7 +21,10 @@ class YahooMarketData implements MarketDataInterface
     {
 
         // create yahoo finance client factory
-        $this->client = YahooFinance::createApiClient();
+        $this->client = YahooFinance::createApiClient(
+            clientOptions: ['headers' => ['User-Agent' => 'Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/116.0.0.0 Safari/537.36']],
+            cache: app('cache.psr6')
+        );
     }
 
     public function exists(string $symbol): bool
@@ -34,9 +38,14 @@ 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 +55,11 @@ 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 +98,7 @@ 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/Livewire/Datatables/HoldingsTable.php

@@ -0,0 +1,171 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Datatables;
+
+use App\Models\Holding;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Number;
+use Rappasoft\LaravelLivewireTables\DataTableComponent;
+use Rappasoft\LaravelLivewireTables\Views\Column;
+
+class HoldingsTable extends DataTableComponent
+{
+    public $portfolio;
+
+    public array $hiddenColumns = [];
+
+    public function mount($portfolio): void
+    {
+        //
+    }
+
+    public function builder(): Builder
+    {
+        return Holding::query()
+            ->portfolio($this->portfolio->id)
+            ->with(['market_data'])
+            ->withCount(['transactions as num_transactions' => function ($query) {
+                return $query->whereRaw('transactions.symbol = holdings.symbol');
+            }])
+            ->withPerformance();
+    }
+
+    public function configure(): void
+    {
+        $this->hiddenColumns = ['name', 'average_cost_basis', 'market_value', 'fifty_two_week_low', 'fifty_two_week_high'];
+
+        $this->setTableWrapperAttributes([
+            'default' => false,
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'overflow-scroll',
+        ]);
+        $this->setTableAttributes([
+            'default' => false,
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'table',
+        ]);
+        $this->setTheadAttributes([
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setThAttributes(function (Column $column) {
+
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap',
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+        $this->setThSortButtonAttributes(fn () => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer',
+        ]);
+        $this->setTbodyAttributes([
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setTrAttributes(fn () => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer hover:bg-neutral/25',
+        ]);
+        $this->setTdAttributes(function (Column $column) {
+
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-nowrap',
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+
+        $this->setDefaultSort('symbol', 'asc');
+
+        $this->setToolsDisabled();
+        $this->setFooterDisabled();
+        $this->setPaginationDisabled();
+        $this->setDisplayPaginationDetailsDisabled();
+
+        $this->setPrimaryKey('id');
+
+        $this->setTableRowUrl(function ($row) {
+            return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
+
+        })->setTableRowUrlTarget(function ($row) {
+
+            return 'navigate';
+        });
+    }
+
+    public function columns(): array
+    {
+        return [
+            Column::make(__('Symbol'), 'symbol')
+                ->sortable(),
+            Column::make(__('Name'), 'market_data.name')
+                ->sortable(),
+            Column::make(__('Quantity'), 'quantity')
+                ->sortable(),
+            Column::make(__('Average Cost Basis'), 'average_cost_basis')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('Total Cost Basis'), 'total_cost_basis')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('Market Value'), 'market_data.market_value')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('Total Market Value'))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('total_market_value', $direction))
+                ->label(fn ($row) => Number::currency($row->total_market_value ?? 0, $row->market_data?->currency)),
+            Column::make(__('Market Gain/Loss'))
+                ->html()
+                ->label(fn ($row) => Number::currency($row->market_gain_dollars ?? 0, $row->market_data?->currency).view('components.ui.gain-loss-arrow-badge', [
+                    'costBasis' => $row->average_cost_basis,
+                    'marketValue' => $row->market_data?->market_value,
+                    'small' => true,
+                ]))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('market_gain_dollars', $direction)),
+            Column::make(__('Realized Gain/Loss'), 'realized_gain_dollars')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('Dividends Earned'), 'dividends_earned')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('52 week low'), 'market_data.fifty_two_week_low')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('52 week high'), 'market_data.fifty_two_week_high')
+                ->sortable()
+                ->format(fn ($value, $row) => Number::currency($value ?? 0, $row->market_data?->currency)),
+            Column::make(__('Number of Transactions'))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('num_transactions', $direction))
+                ->label(fn ($row) => $row->num_transactions),
+            Column::make(__('Last Refreshed'), 'market_data.updated_at')
+                ->sortable()
+                ->format(fn ($value) => \Carbon\Carbon::parse($value)->diffForHumans()),
+        ];
+    }
+}

app/Livewire/Datatables/TransactionsTable.php

@@ -0,0 +1,159 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Livewire\Datatables;
+
+use App\Models\Transaction;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Number;
+use Rappasoft\LaravelLivewireTables\DataTableComponent;
+use Rappasoft\LaravelLivewireTables\Views\Column;
+
+class TransactionsTable extends DataTableComponent
+{
+    public array $hiddenColumns = [];
+
+    public function mount(): void
+    {
+        //
+    }
+
+    public function builder(): Builder
+    {
+        return Transaction::query()
+            ->with(['portfolio', 'market_data'])
+            ->myTransactions()
+            ->addSelect(['portfolio_id', 'transaction_type', 'split', 'cost_basis'])
+            ->selectRaw('
+                (CASE
+                    WHEN transaction_type = \'SELL\' 
+                    THEN COALESCE(transactions.sale_price, 0)
+                    ELSE COALESCE(market_data.market_value, 0)
+                END) - COALESCE(transactions.cost_basis, 0) AS gain_dollars');
+    }
+
+    public function configure(): void
+    {
+        $this->hiddenColumns = ['name', 'cost_basis', 'gain_dollars'];
+
+        $this->setTableWrapperAttributes([
+            'default' => false,
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'overflow-scroll',
+        ]);
+        $this->setTableAttributes([
+            'default' => false,
+            'default-styling' => false,
+            'default-colors' => false,
+            'class' => 'table',
+        ]);
+        $this->setTheadAttributes([
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setThAttributes(function (Column $column) {
+
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-xs font-medium whitespace-nowrap uppercase tracking-wider text-nowrap',
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+        $this->setThSortButtonAttributes(fn () => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer',
+        ]);
+        $this->setTbodyAttributes([
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+        ]);
+        $this->setTrAttributes(fn () => [
+            'default' => false,
+            'default-styling' => true,
+            'default-colors' => false,
+            'class' => 'cursor-pointer hover:bg-neutral/25',
+        ]);
+        $this->setTdAttributes(function (Column $column) {
+
+            $attributes = [
+                'default' => false,
+                'default-styling' => false,
+                'default-colors' => false,
+                'class' => 'text-nowrap',
+            ];
+
+            if (in_array($column->getField(), $this->hiddenColumns)) {
+                $attributes['class'] = $attributes['class'].' hidden md:table-cell';
+            }
+
+            return $attributes;
+        });
+
+        $this->setDefaultSort('date', 'desc');
+
+        $this->setPerPageAccepted([10, 15, 20]);
+        $this->setPerPage(15);
+        $this->setSearchDisabled();
+        $this->setColumnSelectDisabled();
+        $this->setPerPageVisibilityDisabled();
+        $this->setFooterDisabled();
+
+        $this->setPrimaryKey('id');
+
+        $this->setTableRowUrl(function ($row) {
+            return route('holding.show', ['portfolio' => $row->portfolio_id, 'symbol' => $row->symbol]);
+
+        })->setTableRowUrlTarget(function ($row) {
+
+            return 'navigate';
+        });
+    }
+
+    public function columns(): array
+    {
+        return [
+
+            Column::make(__('Date'), 'date')
+                ->sortable()
+                ->format(fn ($value) => \Carbon\Carbon::parse($value)->format('M d, Y')),
+            Column::make(__('Portfolio'), 'portfolio.title')
+                ->sortable(),
+            Column::make(__('Symbol'), 'symbol')
+                ->sortable(),
+            Column::make(__('Name'), 'market_data.name')
+                ->sortable(),
+            Column::make(__('Type'), 'transaction_type')
+                ->label(fn ($row) => view('components.ui.badge', [
+                    'value' => $row->split ? 'SPLIT'
+                        : ($row->reinvested_dividend
+                            ? 'REINVEST'
+                            : $row->transaction_type),
+                    'class' => ($row->transaction_type == 'BUY'
+                        ? 'badge-success'
+                        : 'badge-error').' badge-sm mr-3',
+                ]))
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('transaction_type', $direction)),
+            Column::make(__('Quantity'), 'quantity')
+                ->sortable(),
+            Column::make(__('Cost Basis'), 'cost_basis')
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('cost_basis', $direction))
+                ->label(fn ($row) => Number::currency($row->cost_basis ?? 0, $row->market_data->currency)),
+            Column::make(__('Gain/Loss'), 'gain_dollars')
+                ->sortable(fn (Builder $query, string $direction) => $query->orderBy('gain_dollars', $direction))
+                ->label(fn ($row) => Number::currency($row->gain_dollars ?? 0, $row->market_data->currency)),
+        ];
+    }
+}

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 +1,298 @@
+<?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|array|null $currency = null, mixed $start = null, mixed $end = null): array
+    {
+        if (empty($start)) {
+            return [];
+        }
+
+        $end = $end ?? now();
+
+        $period = CarbonPeriod::create($start, $end);
+
+        // No need to send network request - just generate 1s
+        if ($currency === config('investbrain.base_currency')) {
+
+            $dateRange = [];
+            foreach ($period as $date) {
+                $dateRange[$date->toDateString()] = 1;
+            }
+
+            return $dateRange;
+        }
+
+        if (is_array($currency)) {
+
+            $i = 1;
+            foreach ($currency as $curr) {
+
+                dispatch(fn () => self::timeSeriesRates($curr, $start, $end))->delay(now()->addSeconds(30 * $i));
+                $i++;
+            }
+
+            return [];
+        }
+
+        // handle currency alias
+        if (! empty($currency)) {
+
+            [$currency, $adjustment] = self::getCurrencyAliasAdjustments($currency);
+
+        } else {
+
+            $currency = Currency::all()->pluck('currency')->toArray();
+        }
+
+        // get rates
+        $rates = Frankfurter::setSymbols($currency)->timeSeries($period->first(), $period->last());
+
+        $rates = collect(Arr::get($rates, 'rates', []))->sortKeys()->toArray();
+
+        $datesOnly = array_keys($rates);
+
+        // loop through each date
+        $updates = [];
+        foreach ($period as $date) {
+
+            $lookupDate = self::getNearestPastDate($date, $datesOnly, $rates);
+
+            if (is_null($lookupDate)) {
+                continue;
+            }
+
+            // loop through each rate
+            foreach ($rates[$lookupDate->toDateString()] as $curr => $rate) {
+
+                // add to updates
+                $updates[] = [
+                    'currency' => $curr,
+                    'date' => $date->toDateString(),
+                    'rate' => $rate,
+                    'updated_at' => now()->toDateTimeString(),
+                    'created_at' => now()->toDateTimeString(),
+                ];
+            }
+        }
+
+        // persist
+        self::chunkInsert($updates);
+
+        if (is_string($currency)) {
+
+            return collect($updates)
+                ->whereBetween('date', [$start, $end ?? now()])
+                ->where('currency', $currency)
+                ->mapWithKeys(fn ($rate) => [
+                    $rate['date'] => $rate['rate'] * ($adjustment ?? 1),
+                ])
+                ->toArray();
+        }
+
+        return [];
+    }
+
+    private static function getNearestPastDate(CarbonInterface $date, array $datesOnly, array $rates): ?CarbonInterface
+    {
+
+        // if no dates, nothing to do...
+        if (empty($datesOnly)) {
+
+            return null;
+        }
+
+        $mutableDate = $date->copy();
+        $weekAgo = $date->copy()->subWeek();
+        $firstDate = Carbon::parse($datesOnly[0]);
+
+        // get rates or find closest valid rate (handles missing weekend rates)
+        while (! isset($rates[$mutableDate->toDateString()])) {
+
+            // prevent runaway infinite loops
+            if ($mutableDate->lessThan($weekAgo)) {
+
+                return null;
+            }
+
+            // is this the start of a range that falls on a weekend?
+            if ($mutableDate->lessThan($firstDate)) {
+
+                return $firstDate;
+            }
+
+            // try the day before then
+            $mutableDate = $mutableDate->subDay();
+        }
+
+        return $mutableDate;
+    }
+
+    public static function refreshCurrencyData($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 $updates): void
+    {
+
+        foreach (array_chunk($updates, 500) as $chunk) {
+
+            QueuedCurrencyRateInsertJob::dispatch($chunk);
+        }
+    }
+
+    protected static function getCurrencyAliasAdjustments(string $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',
     ];
 
@@ -33,16 +30,21 @@ class DailyChange extends Model
 
     protected $casts = [
         'date' => 'datetime',
+        'total_market_value' => 'float',
+        'total_cost_basis' => 'float',
+        'total_market_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()
+    public function scopeMyDailyChanges($query)
     {
-        return $this->whereHas('portfolio', function ($query) {
+        return $query->whereHas('portfolio', function ($query) {
             $query->whereHas('users', function ($query) {
                 return $query->where('id', auth()->id());
             });
@@ -56,6 +58,109 @@ 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']);
+
+        $transactionTotals = DB::table('transactions')
+            ->select(['transactions.portfolio_id', 'transactions.date'])
+            ->selectRaw("
+                SUM(
+                    (CASE WHEN transactions.transaction_type = 'BUY' THEN 1 ELSE -1 END) 
+                    * transactions.quantity 
+                    * transactions.cost_basis_base 
+                    * COALESCE(cr.rate, 1)
+                ) AS daily_cost_basis
+            ")
+            ->selectRaw("
+                SUM(
+                    (CASE 
+                        WHEN transactions.transaction_type = 'SELL' 
+                        THEN ( transactions.sale_price_base - transactions.cost_basis_base ) 
+                             * transactions.quantity
+                             * COALESCE(cr.rate, 1)
+                    END)
+                ) AS daily_realized_gains
+            ")
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join
+                    ->on(DB::raw('DATE(cr.date)'), '=', DB::raw('DATE(transactions.date)'))
+                    ->where('cr.currency', $currency);
+            })
+            ->groupBy('transactions.portfolio_id', 'transactions.date');
+
+        $cumulativeCostBasis = DB::table(DB::raw("({$transactionTotals->toSql()}) AS transaction_totals"))
+            ->mergeBindings($transactionTotals)
+            ->select(['portfolio_id', 'date'])
+            ->selectRaw('SUM(daily_cost_basis) AS cumulative_cost_basis')
+            ->selectRaw('SUM(daily_realized_gains) AS cumulative_realized_gains')
+            ->groupBy('portfolio_id', 'date');
+
+        return $query
+            ->select(['daily_change.date', 'daily_change.portfolio_id'])
+            ->selectRaw('daily_change.total_market_value * COALESCE(cr.rate, 1) AS total_market_value')
+            ->selectRaw('SUM(COALESCE(ccb.cumulative_cost_basis, 0)) AS total_cost_basis')
+            ->selectRaw('daily_change.total_market_value * COALESCE(cr.rate, 1) 
+                - SUM(COALESCE(ccb.cumulative_cost_basis, 0)) 
+                AS total_market_gain')
+            ->selectRaw('SUM(COALESCE(ccb.cumulative_realized_gains, 0)) AS realized_gain_dollars')
+            ->selectSub(function ($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')
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join
+                    ->on(DB::raw('DATE(cr.date)'), '=', DB::raw('DATE(daily_change.date)'))
+                    ->where('cr.currency', $currency);
+            })
+            ->leftJoinSub($cumulativeCostBasis, 'ccb', function ($join) {
+                $join
+                    ->on('ccb.portfolio_id', '=', 'daily_change.portfolio_id')
+                    ->whereRaw('ccb.date <= daily_change.date');
+            })
+            ->groupBy(['daily_change.date', 'daily_change.portfolio_id', 'cr.rate'])
+            ->orderBy('daily_change.date');
+    }
+
+    public function scopeWithMultipleDailyPerformance($query)
+    {
+        return DB::table(DB::raw("({$query->toSql()}) AS daily_query"))
+            ->addBinding($query->getQuery()->getBindings(), 'join')
+            ->select('date')
+            ->selectRaw('SUM(total_market_value) AS total_market_value')
+            ->selectRaw('SUM(total_cost_basis) AS total_cost_basis')
+            ->selectRaw('SUM(total_market_gain) AS total_market_gain')
+            ->selectRaw('SUM(realized_gain_dollars) AS realized_gain_dollars')
+            ->selectRaw('SUM(total_dividends_earned) AS total_dividends_earned')
+            ->groupBy('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
@@ -84,20 +102,32 @@ class Dividend extends Model
 
         // ah, we found some dividends...
         if ($dividend_data->isNotEmpty()) {
-            // create mass insert
-            foreach ($dividend_data as $index => $dividend) {
-                $dividend_data[$index] = [...$dividend, ...['id' => Str::uuid()->toString(), 'updated_at' => now(), 'created_at' => now()]];
-            }
 
-            // insert records
-            (new self)->insert($dividend_data->toArray());
+            $market_data = MarketData::getMarketData($symbol);
+
+            $dividend_data
+                ->chunk(10)
+                ->each(function ($chunk) use ($market_data) {
+
+                    // get historic conversion rates
+                    $rate_to_base = CurrencyRate::timeSeriesRates($market_data->currency, $chunk->min('date'), $chunk->max('date'));
+
+                    // create mass insert
+                    foreach ($chunk 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;
+
+                        $chunk[$index] = [...$dividend, ...['id' => Str::uuid()->toString(), 'updated_at' => now(), 'created_at' => now()]];
+                    }
+
+                    // insert records
+                    (new self)->insertOrIgnore($chunk->toArray());
+                });
 
             // sync to holdings
             self::syncHoldings($symbol);
 
-            // get market data
-            $market_data = MarketData::firstOrNew(['symbol' => $symbol]);
-
             // re-invest dividends
             self::reinvestDividends($dividend_data, $market_data);
 
@@ -127,7 +157,7 @@ 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())
@@ -161,6 +191,7 @@ class Dividend extends Model
                         'date' => $dividend['date'],
                         'portfolio_id' => $holding->portfolio_id,
                         'symbol' => $holding->symbol,
+                        'currency' => $holding->market_data->currency,
                         'transaction_type' => 'BUY',
                         'reinvested_dividend' => true,
                         'cost_basis' => 0,

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_market_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 +216,197 @@ 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_market_gain_dollars' => $result->sum('total_market_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();
+
+        $cost_basis_sub = DB::table('transactions')
+            ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                $join
+                    ->on('cr.date', '=', 'transactions.date')
+                    ->where('cr.currency', '=', $currency);
+            })
+            ->select([
+                'transactions.id',
+                'transactions.symbol',
+                'transactions.portfolio_id',
+            ])
+            ->leftJoinSub(
+                DB::table('transactions')
+                    ->leftJoin('currency_rates as cr', function ($join) use ($currency) {
+                        $join
+                            ->on('cr.date', '=', 'transactions.date')
+                            ->where('cr.currency', '=', $currency);
+                    })
+                    ->select([
+                        'transactions.symbol',
+                        'transactions.portfolio_id',
+                        'transactions.quantity',
+                        'transactions.cost_basis_base',
+                        'transactions.date',
+                    ])
+                    ->selectRaw("
+                            (CASE
+                                WHEN 
+                                    transactions.transaction_type = 'BUY'
+                                    OR SUM(transactions.cost_basis_base) = 0
+                                THEN 
+                                    COALESCE(cr.rate, 1)
+                                ELSE (
+                                    SELECT
+                                        SUM(COALESCE(cr2.rate, 1) * buy.cost_basis_base)
+                                        / SUM(buy.cost_basis_base)
+                                    FROM transactions as buy
+                                    LEFT JOIN currency_rates as cr2
+                                        ON cr2.date = buy.date
+                                        AND cr2.currency = '{$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")
+                    ->groupBy([
+                        'transactions.id',
+                        'transactions.symbol',
+                        'transactions.date',
+                        'transactions.portfolio_id',
+                        'transactions.transaction_type',
+                        'transactions.cost_basis_base',
+                        '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(
+                "CASE WHEN transactions.transaction_type = 'SELL' THEN (transactions.sale_price_base - transactions.cost_basis_base) * transactions.quantity * COALESCE(cr.rate, 1) END AS realized_gain_dollars"
+            )
+            ->selectRaw(
+                "CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.cost_basis_base * transactions.quantity * cost_basis_display.rate END AS total_cost_basis"
+            )
+            ->selectRaw(
+                "CASE WHEN transactions.transaction_type = 'BUY' THEN transactions.quantity END AS total_purchases"
+            )
+            ->groupBy([
+                'transactions.id',
+                'transactions.symbol',
+                'transactions.portfolio_id',
+                'transactions.cost_basis_base',
+                'transactions.quantity',
+                'cost_basis_display.rate',
+                'cr.rate',
+            ]);
+
+        $dividends_sub = DB::table('dividends')
+            ->join('transactions as tx', function ($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', 'tx.portfolio_id'])
+            ->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', 'tx.portfolio_id']);
+
+        return $query->select([
+            'holdings.symbol',
+            'holdings.portfolio_id',
+            'dividends_display.total_dividends_earned',
+        ])
+            ->groupBy([
+                'holdings.symbol',
+                'holdings.quantity',
+                'holdings.portfolio_id',
+                'cr.rate',
+                'dividends_display.total_dividends_earned',
+                'market_data.market_value_base',
+            ])
+            ->leftJoin('currency_rates as cr', function ($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) {
+                $join->on('market_data.symbol', '=', 'holdings.symbol');
+            })
+            ->selectRaw('
+                holdings.quantity * market_data.market_value_base * COALESCE(cr.rate, 1) 
+                AS total_market_value
+            ')
+            ->selectRaw('
+                SUM(transactions_display.realized_gain_dollars) 
+                AS realized_gain_dollars
+            ')
+            ->selectRaw('
+                (SUM(transactions_display.total_cost_basis) / SUM(transactions_display.total_purchases)) 
+                * holdings.quantity 
+                AS total_cost_basis
+            ')
+            ->selectRaw('
+                (holdings.quantity * market_data.market_value_base * COALESCE(cr.rate, 1)) 
+                - (SUM(transactions_display.total_cost_basis) / SUM(transactions_display.total_purchases)) 
+                * holdings.quantity 
+                AS total_market_gain_dollars
+            ')
+            ->leftJoinSub($cost_basis_sub, 'transactions_display',
+                function ($join) {
+                    $join
+                        ->on('holdings.symbol', '=', 'transactions_display.symbol')
+                        ->on('holdings.portfolio_id', '=', 'transactions_display.portfolio_id');
+                }
+            )
+            ->leftJoinSub($dividends_sub, 'dividends_display',
+                function ($join) {
+                    $join->on('holdings.symbol', '=', 'dividends_display.symbol') // todo: this isnt limiting to port ids
+                        ->on('holdings.portfolio_id', '=', 'dividends_display.portfolio_id');
+                }
+            );
+
     }
 
     public function syncTransactionsAndDividends()
@@ -209,14 +414,22 @@ 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 - $query->qty_sales, 3);
+        // delete holding if no transactions
+        if (empty($query->qty_purchases + $query->qty_sales)) {
+
+            $this->delete();
+
+            return;
+        }
+
+        $total_quantity = round($query->qty_purchases - $query->qty_sales, 4);
 
         $average_cost_basis = (
             $query->qty_purchases > 0
@@ -229,9 +442,7 @@ 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 +464,11 @@ 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 +493,11 @@ 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 +508,8 @@ 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 +551,12 @@ 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 +573,7 @@ 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 +150,15 @@ 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) {
+        // get unique currencies for holdings
+        $currency_rates = [];
+        foreach ($holdings->groupBy('market_data.currency')->keys() as $currency) {
+            $currency_rates[$currency] = CurrencyRate::timeSeriesRates($currency, $holdings->min('first_transaction_date'), now());
+        }
+
+        $holdings->each(function ($holding) use (&$total_performance, $currency_rates) {
 
             $period = CarbonPeriod::create(
                 $holding->first_transaction_date,
@@ -160,34 +167,24 @@ 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());
 
-            $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[$holding->market_data->currency], $date, 1)),
                     ];
                 }
             }
@@ -200,10 +197,6 @@ 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'] += $performance['total_dividends_earned'];
                 }
             }
         });
@@ -221,14 +214,13 @@ class Portfolio extends Model
                     ['date', 'portfolio_id'],
                     [
                         'total_market_value',
-                        'total_cost_basis',
-                        'total_gain',
-                        'realized_gains',
-                        'total_dividends_earned',
                     ]
                 );
             });
         }
+
+        cache()->forget('graph-YTD-'.$this->id);
+        cache()->forget('graph-YTD-'.request()->user()?->id);
     }
 
     protected function getMostRecentCloseData($history, $date, $i = 0, $max_attempts = 5)
@@ -239,7 +231,7 @@ 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

@@ -5,13 +5,14 @@ declare(strict_types=1);
 namespace App\Models;
 
 use App\Traits\HasConnectedAccounts;
+use App\Traits\HasProfilePhoto;
 use Illuminate\Contracts\Auth\MustVerifyEmail;
 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;
 use Staudenmeir\EloquentHasManyDeep\HasManyDeep;
 use Staudenmeir\EloquentHasManyDeep\HasRelationships;
@@ -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 = null): 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/FortifyServiceProvider.php

@@ -30,6 +30,7 @@ class FortifyServiceProvider extends ServiceProvider
      */
     public function boot(): void
     {
+        Fortify::viewPrefix('auth.');
 
         Fortify::createUsersUsing(CreateNewUser::class);
         Fortify::updateUserProfileInformationUsing(UpdateUserProfileInformation::class);

app/Providers/JetstreamServiceProvider.php

@@ -1,55 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\Providers;
-
-use App\Actions\Jetstream\DeleteUser;
-use Illuminate\Support\ServiceProvider;
-use Laravel\Jetstream\Jetstream;
-
-class JetstreamServiceProvider extends ServiceProvider
-{
-    /**
-     * Register any application services.
-     */
-    public function register(): void
-    {
-        //
-    }
-
-    /**
-     * Bootstrap any application services.
-     */
-    public function boot(): void
-    {
-
-        $this->configurePermissions();
-
-        Jetstream::deleteUsersUsing(DeleteUser::class);
-    }
-
-    /**
-     * Configure the permissions that are available within the application.
-     */
-    protected function configurePermissions(): void
-    {
-        Jetstream::defaultApiTokenPermissions([
-            // 'portfolio:read',
-            // 'portfolio:write',
-            // 'holding:read',
-            // 'holding:write',
-            // 'transaction:read',
-            // 'transaction:write',
-        ]);
-
-        Jetstream::permissions([
-            // 'Read Portfolios' => 'portfolio:read',
-            // 'Create Portfolios' => 'portfolio:write',
-            // 'Read Holdings' => 'holding:read',
-            // 'Update Holdings' => 'holding:write',
-            // 'Read Transactions' => 'transaction:read',
-            // 'Create Transactions' => 'transaction:write',
-        ]);
-    }
-}

app/Providers/VoltServiceProvider.php

@@ -4,8 +4,8 @@ declare(strict_types=1);
 
 namespace App\Providers;
 
-use Illuminate\Support\ServiceProvider;
 use Livewire\Volt\Volt;
+use Illuminate\Support\ServiceProvider;
 
 class VoltServiceProvider extends ServiceProvider
 {
@@ -21,10 +21,17 @@ class VoltServiceProvider extends ServiceProvider
      * Bootstrap services.
      */
     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/api'),
+            resource_path('views/holding'),
+            resource_path('views/transaction'),
+            resource_path('views/portfolio'),
+            resource_path('views/import-export'),
+            resource_path('views/auth'),
         ]);
     }
 }

app/Rules/QuantityValidationRule.php

@@ -5,6 +5,7 @@ declare(strict_types=1);
 namespace App\Rules;
 
 use App\Models\Portfolio;
+use App\Models\Transaction;
 use Illuminate\Contracts\Validation\ValidationRule;
 use Illuminate\Support\Carbon;
 
@@ -19,13 +20,9 @@ class QuantityValidationRule implements ValidationRule
         protected ?Portfolio $portfolio,
         protected ?string $symbol,
         protected ?string $transactionType,
-        protected string|Carbon|null $date
-    ) {
-        $this->portfolio = $portfolio;
-        $this->symbol = $symbol;
-        $this->transactionType = $transactionType;
-        $this->date = $date;
-    }
+        protected string|Carbon|null $date,
+        protected ?Transaction $transaction
+    ) {}
 
     /**
      * Validate the attribute.
@@ -39,21 +36,22 @@ 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()
+                ->where('id', '!=', $this->transaction?->id)
                 ->symbol($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

@@ -1,17 +0,0 @@
-<?php
-
-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);
-
-//         return $formatter->formatCurrency((float) $amount, 'USD');
-//     }
-// }

app/Traits/ConfirmsPasswords.php

@@ -0,0 +1,115 @@
+<?php
+
+namespace App\Traits;
+
+use Illuminate\Contracts\Auth\StatefulGuard;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Validation\ValidationException;
+use Laravel\Fortify\Actions\ConfirmPassword;
+
+trait ConfirmsPasswords
+{
+    /**
+     * Indicates if the user's password is being confirmed.
+     *
+     * @var bool
+     */
+    public $confirmingPassword = false;
+
+    /**
+     * The ID of the operation being confirmed.
+     *
+     * @var string|null
+     */
+    public $confirmableId = null;
+
+    /**
+     * The user's password.
+     *
+     * @var string
+     */
+    public $confirmablePassword = '';
+
+    /**
+     * Start confirming the user's password.
+     *
+     * @param  string  $confirmableId
+     * @return void
+     */
+    public function startConfirmingPassword(string $confirmableId)
+    {
+        $this->resetErrorBag();
+
+        if ($this->passwordIsConfirmed()) {
+            return $this->dispatch('password-confirmed',
+                id: $confirmableId,
+            );
+        }
+
+        $this->confirmingPassword = true;
+        $this->confirmableId = $confirmableId;
+        $this->confirmablePassword = '';
+
+        $this->dispatch('confirming-password');
+    }
+
+    /**
+     * Stop confirming the user's password.
+     *
+     * @return void
+     */
+    public function stopConfirmingPassword()
+    {
+        $this->confirmingPassword = false;
+        $this->confirmableId = null;
+        $this->confirmablePassword = '';
+    }
+
+    /**
+     * Confirm the user's password.
+     *
+     * @return void
+     */
+    public function confirmPassword()
+    {
+        if (! app(ConfirmPassword::class)(app(StatefulGuard::class), Auth::user(), $this->confirmablePassword)) {
+            throw ValidationException::withMessages([
+                'confirmable_password' => [__('This password does not match our records.')],
+            ]);
+        }
+
+        session(['auth.password_confirmed_at' => time()]);
+
+        $this->dispatch('password-confirmed',
+            id: $this->confirmableId,
+        );
+
+        $this->stopConfirmingPassword();
+    }
+
+    /**
+     * Ensure that the user's password has been recently confirmed.
+     *
+     * @param  int|null  $maximumSecondsSinceConfirmation
+     * @return void
+     */
+    protected function ensurePasswordIsConfirmed($maximumSecondsSinceConfirmation = null)
+    {
+        $maximumSecondsSinceConfirmation = $maximumSecondsSinceConfirmation ?: config('auth.password_timeout', 900);
+
+        $this->passwordIsConfirmed($maximumSecondsSinceConfirmation) ? null : abort(403);
+    }
+
+    /**
+     * Determine if the user's password has been recently confirmed.
+     *
+     * @param  int|null  $maximumSecondsSinceConfirmation
+     * @return bool
+     */
+    protected function passwordIsConfirmed($maximumSecondsSinceConfirmation = null)
+    {
+        $maximumSecondsSinceConfirmation = $maximumSecondsSinceConfirmation ?: config('auth.password_timeout', 900);
+
+        return (time() - session('auth.password_confirmed_at', 0)) < $maximumSecondsSinceConfirmation;
+    }
+}

app/Traits/HasLocalizedMarkdown.php

@@ -0,0 +1,22 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Traits;
+
+use Illuminate\Support\Arr;
+
+trait HasLocalizedMarkdown
+{
+    public function localizedMarkdownPath($name)
+    {
+        $localName = preg_replace('#(\.md)$#i', '.'.app()->getLocale().'$1', $name);
+
+        return Arr::first([
+            resource_path('markdown/'.$localName),
+            resource_path('markdown/'.$name),
+        ], function ($path) {
+            return file_exists($path);
+        });
+    }
+}

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/Traits/HasProfilePhoto.php

@@ -0,0 +1,87 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Traits;
+
+use Illuminate\Database\Eloquent\Casts\Attribute;
+use Illuminate\Http\UploadedFile;
+use Illuminate\Support\Facades\Storage;
+
+trait HasProfilePhoto
+{
+    /**
+     * Update the user's profile photo.
+     *
+     * @param  string  $storagePath
+     * @return void
+     */
+    public function updateProfilePhoto(UploadedFile $photo, $storagePath = 'profile-photos')
+    {
+        tap($this->profile_photo_path, function ($previous) use ($photo, $storagePath) {
+            $this->forceFill([
+                'profile_photo_path' => $photo->storePublicly(
+                    $storagePath, ['disk' => $this->profilePhotoDisk()]
+                ),
+            ])->save();
+
+            if ($previous) {
+                Storage::disk($this->profilePhotoDisk())->delete($previous);
+            }
+        });
+    }
+
+    /**
+     * Delete the user's profile photo.
+     *
+     * @return void
+     */
+    public function deleteProfilePhoto()
+    {
+        if (is_null($this->profile_photo_path)) {
+            return;
+        }
+
+        Storage::disk($this->profilePhotoDisk())->delete($this->profile_photo_path);
+
+        $this->forceFill([
+            'profile_photo_path' => null,
+        ])->save();
+    }
+
+    /**
+     * Get the URL to the user's profile photo.
+     */
+    protected function profilePhotoUrl(): Attribute
+    {
+        return Attribute::get(function (): string {
+            return $this->profile_photo_path
+                    ? Storage::disk($this->profilePhotoDisk())->url($this->profile_photo_path)
+                    : $this->defaultProfilePhotoUrl();
+        });
+    }
+
+    /**
+     * Get the default profile photo URL if no profile photo has been uploaded.
+     *
+     * @return string
+     */
+    protected function defaultProfilePhotoUrl()
+    {
+        $name = trim(collect(explode(' ', $this->name))->map(function ($segment) {
+            return mb_substr($segment, 0, 1);
+        })->join(' '));
+
+        return 'https://ui-avatars.com/api/?name='.urlencode($name).'&color=7F9CF5&background=EBF4FF';
+    }
+
+    /**
+     * Get the disk that profile photos should be stored on.
+     *
+     * @return string
+     */
+    protected function profilePhotoDisk()
+    {
+        return config('filesystems.default', 'local');
+    }
+}

app/Traits/Toast.php

@@ -0,0 +1,85 @@
+<?php
+
+declare(strict_types=1);
+
+namespace App\Traits;
+
+use Illuminate\Support\Facades\Blade;
+
+trait Toast
+{
+    public function toast(
+        string $type,
+        string $title,
+        ?string $description = null,
+        ?string $position = null,
+        string $icon = 'o-information-circle',
+        string $css = 'alert-info',
+        int $timeout = 3000,
+        ?string $redirectTo = null
+    ) {
+        $toast = [
+            'type' => $type,
+            'title' => $title,
+            'description' => $description,
+            'position' => $position,
+            'icon' => Blade::render("<x-ui.icon class='w-7 h-7' name='".$icon."' />"),
+            'css' => $css,
+            'timeout' => $timeout,
+        ];
+
+        $this->js('toast('.json_encode(['toast' => $toast]).')');
+
+        if ($redirectTo) {
+            return $this->redirect($redirectTo, navigate: true);
+        }
+    }
+
+    public function success(
+        string $title,
+        ?string $description = null,
+        ?string $position = null,
+        string $icon = 'o-check-circle',
+        string $css = 'alert-success',
+        int $timeout = 3000,
+        ?string $redirectTo = null
+    ) {
+        return $this->toast('success', $title, $description, $position, $icon, $css, $timeout, $redirectTo);
+    }
+
+    public function warning(
+        string $title,
+        ?string $description = null,
+        ?string $position = null,
+        string $icon = 'o-exclamation-triangle',
+        string $css = 'alert-warning',
+        int $timeout = 3000,
+        ?string $redirectTo = null
+    ) {
+        return $this->toast('warning', $title, $description, $position, $icon, $css, $timeout, $redirectTo);
+    }
+
+    public function error(
+        string $title,
+        ?string $description = null,
+        ?string $position = null,
+        string $icon = 'o-x-circle',
+        string $css = 'alert-error',
+        int $timeout = 3000,
+        ?string $redirectTo = null
+    ) {
+        return $this->toast('error', $title, $description, $position, $icon, $css, $timeout, $redirectTo);
+    }
+
+    public function info(
+        string $title,
+        ?string $description = null,
+        ?string $position = null,
+        string $icon = 'o-information-circle',
+        string $css = 'alert-info',
+        int $timeout = 3000,
+        ?string $redirectTo = null
+    ) {
+        return $this->toast('info', $title, $description, $position, $icon, $css, $timeout, $redirectTo);
+    }
+}

app/View/Components/AppLayout.php

@@ -1,53 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\View\Components;
-
-use Illuminate\View\Component;
-
-class AppLayout extends Component
-{
-    /**
-     * Get the view / contents that represents the component.
-     */
-    public function render()
-    {
-        return <<<'HTML'
-                    <x-main-layout>
-                        <x-slot:body class="min-h-screen font-sans antialiased bg-base-200/50 dark:bg-base-200" x-data>
-
-                            <div>
-
-                                <x-partials.nav-bar />
-
-                                <x-main with-nav full-width>
-
-                                    <x-slot:sidebar drawer="main-drawer" class="bg-base-100 lg:bg-inherit">
-                            
-                                        <x-partials.side-bar />
-
-                                    </x-slot:sidebar>
-
-                                    <x-slot:content>
-
-                                        {{ $slot }}
-                                    </x-slot:content>
-
-                                </x-main>
-                            
-                                @if(session('toast'))
-                                    <script lang="text/javascript">
-                                        window.addEventListener('DOMContentLoaded', function () {
-                                            window.toast(JSON.parse(@json(session('toast'))))
-                                        });
-                                    </script>
-                                @endif
-                                <x-toast />
-                            </div>
-                    
-                        </x-slot:body>
-                    </x-main-layout>
-                HTML;
-    }
-}

app/View/Components/GuestLayout.php

@@ -1,28 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\View\Components;
-
-use Illuminate\View\Component;
-
-class GuestLayout extends Component
-{
-    /**
-     * Get the view / contents that represents the component.
-     */
-    public function render()
-    {
-        return <<<'HTML'
-                    <x-main-layout>
-                        <x-slot:body class="font-sans text-gray-900 dark:text-gray-100 antialiased">
-
-                            {{ $slot }}
-
-                            <x-theme-toggle class="hidden" darkTheme="business" lightTheme="corporate"/>
-
-                        </x-slot:body>
-                    </x-main-layout>
-                HTML;
-    }
-}

app/View/Components/MainLayout.php

@@ -1,25 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-namespace App\View\Components;
-
-use Illuminate\View\Component;
-use Illuminate\View\View;
-
-class MainLayout extends Component
-{
-    public function __construct(
-
-        // Slots
-        public mixed $body = null,
-    ) {}
-
-    /**
-     * Get the view / contents that represents the component.
-     */
-    public function render(): View
-    {
-        return view('layouts.main-layout');
-    }
-}

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) {
         //

bootstrap/providers.php

@@ -5,6 +5,5 @@ declare(strict_types=1);
 return [
     App\Providers\AppServiceProvider::class,
     App\Providers\FortifyServiceProvider::class,
-    App\Providers\JetstreamServiceProvider::class,
     App\Providers\VoltServiceProvider::class,
 ];

composer.json

@@ -2,17 +2,25 @@
     "name": "investbrainapp/investbrain",
     "type": "project",
     "description": "A smart open-source tool that consolidates and tracks portfolios from your different brokerages",
-    "keywords": ["stocks", "dividends", "investments", "tracking"],
+    "keywords": [
+        "stocks",
+        "dividends",
+        "investments",
+        "tracking"
+    ],
     "license": "CC-BY-NC 4.0",
     "require": {
         "php": "^8.3",
         "ext-gd": "*",
+        "ext-json": "*",
         "ext-mbstring": "*",
         "ext-zip": "*",
+        "blade-ui-kit/blade-heroicons": "^2.6",
         "finnhub/client": "master@dev",
         "hackeresq/filter-models": "dev-main",
-        "laravel/framework": "^11.35",
-        "laravel/jetstream": "^5.1",
+        "investbrainapp/frankfurter-client": "dev-main",
+        "laravel/fortify": "^1.30.0",
+        "laravel/framework": "^12.0",
         "laravel/sanctum": "^4.0",
         "laravel/socialite": "^5.16",
         "laravel/tinker": "^2.9",
@@ -22,18 +30,19 @@
         "maatwebsite/excel": "^3.1",
         "openai-php/client": "^0.10.3",
         "predis/predis": "^2.2",
-        "robsontenorio/mary": "^1.35",
-        "scheb/yahoo-finance-api": "^4.11",
+        "rappasoft/laravel-livewire-tables": "^3.7",
+        "scheb/yahoo-finance-api": "^5.0",
         "staudenmeir/eloquent-has-many-deep": "^1.20",
+        "symfony/cache": "^7.3",
         "tschucki/alphavantage-laravel": "^0.0"
     },
     "require-dev": {
         "fakerphp/faker": "^1.23",
-        "laravel/pint": "^1.13",
+        "laravel/pint": "^1.25",
         "laravel/sail": "^1.26",
         "mockery/mockery": "^1.6",
         "nunomaduro/collision": "^8.0",
-        "phpunit/phpunit": "^11.0.1"
+        "phpunit/phpunit": "^11.0"
     },
     "repositories": [
         {
@@ -41,6 +50,11 @@
             "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,
@@ -48,9 +62,6 @@
         }
     ],
     "autoload": {
-        "files": [
-            "app/Support/Helpers.php"
-        ],
         "psr-4": {
             "App\\": "app/",
             "Database\\Factories\\": "database/factories/",

config/alpaca.php

@@ -0,0 +1,8 @@
+<?php
+
+declare(strict_types=1);
+
+return [
+    'key' => env('ALPACA_API_KEY'),
+    'secret' => env('ALPACA_API_SECRET'),
+];

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

@@ -11,11 +11,21 @@ return [
     'interfaces' => [
         'yahoo' => App\Interfaces\MarketData\YahooMarketData::class,
         'alphavantage' => App\Interfaces\MarketData\AlphaVantageMarketData::class,
+        'alpaca' => App\Interfaces\MarketData\AlpacaMarketData::class,
         'finnhub' => App\Interfaces\MarketData\FinnhubMarketData::class,
+        'twelvedata' => App\Interfaces\MarketData\TwelveDataMarketData::class,
         'fake' => App\Interfaces\MarketData\FakeMarketData::class,
     ],
 
     '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

@@ -1,82 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-use Laravel\Jetstream\Features;
-use Laravel\Jetstream\Http\Middleware\AuthenticateSession;
-
-return [
-
-    /*
-    |--------------------------------------------------------------------------
-    | Jetstream Stack
-    |--------------------------------------------------------------------------
-    |
-    | This configuration value informs Jetstream which "stack" you will be
-    | using for your application. In general, this value is set for you
-    | during installation and will not need to be changed after that.
-    |
-    */
-
-    'stack' => 'livewire',
-
-    /*
-     |--------------------------------------------------------------------------
-     | Jetstream Route Middleware
-     |--------------------------------------------------------------------------
-     |
-     | Here you may specify which middleware Jetstream will assign to the routes
-     | that it registers with the application. When necessary, you may modify
-     | these middleware; however, this default value is usually sufficient.
-     |
-     */
-
-    'middleware' => ['web'],
-
-    'auth_session' => AuthenticateSession::class,
-
-    /*
-    |--------------------------------------------------------------------------
-    | Jetstream Guard
-    |--------------------------------------------------------------------------
-    |
-    | Here you may specify the authentication guard Jetstream will use while
-    | authenticating users. This value should correspond with one of your
-    | guards that is already present in your "auth" configuration file.
-    |
-    */
-
-    'guard' => 'sanctum',
-
-    /*
-    |--------------------------------------------------------------------------
-    | Features
-    |--------------------------------------------------------------------------
-    |
-    | Some of Jetstream's features are optional. You may disable the features
-    | by removing them from this array. You're free to only remove some of
-    | these features or you can even remove all of these if you need to.
-    |
-    */
-
-    'features' => [
-        ! env('SELF_HOSTED', true) ? Features::termsAndPrivacyPolicy() : null,
-        Features::profilePhotos(),
-        Features::api(),
-        Features::accountDeletion(),
-    ],
-
-    /*
-    |--------------------------------------------------------------------------
-    | Profile Photo Disk
-    |--------------------------------------------------------------------------
-    |
-    | This configuration value determines the default disk that will be used
-    | when storing profile photos for your application's users. Typically
-    | this will be the "public" disk but you may adjust this if needed.
-    |
-    */
-
-    'profile_photo_disk' => env('JETSTREAM_PROFILE_PHOTO_DISK', 'public'),
-
-];

config/livewire-tables.php

@@ -0,0 +1,24 @@
+<?php
+
+declare(strict_types=1);
+
+return [
+
+    'theme' => 'tailwind',
+        
+    /**
+     * Enable or Disable automatic injection of core assets
+     */
+    'inject_core_assets_enabled' => false,
+    
+    /**
+     * Enable or Disable automatic injection of third-party assets
+     */
+    'inject_third_party_assets_enabled' => false,
+    
+    /**
+     * Enable Blade Directives (Not required if automatically injecting or using bundler approaches)
+     */
+    'enable_blade_directives ' => false,
+
+];

config/mary.php

@@ -1,46 +0,0 @@
-<?php
-
-declare(strict_types=1);
-
-return [
-    /**
-     * Default component prefix.
-     *
-     * Make sure to clear view cache after renaming with `php artisan view:clear`
-     *
-     *    prefix => ''
-     *              <x-button />
-     *              <x-card />
-     *
-     *    prefix => 'mary-'
-     *               <x-mary-button />
-     *               <x-mary-card />
-     */
-    'prefix' => '',
-
-    /**
-     * Default route prefix.
-     *
-     * Some maryUI components make network request to its internal routes.
-     *
-     *      route_prefix => ''
-     *          - Spotlight: '/mary/spotlight'
-     *          - Editor: '/mary/upload'
-     *          - ...
-     *
-     *      route_prefix => 'my-components'
-     *          - Spotlight: '/my-components/mary/spotlight'
-     *          - Editor: '/my-components/mary/upload'
-     *          - ...
-     */
-    'route_prefix' => '',
-
-    /**
-     * Components settings
-     */
-    'components' => [
-        'spotlight' => [
-            'class' => 'App\Support\Spotlight',
-        ],
-    ],
-];

config/twelvedata.php

@@ -0,0 +1,7 @@
+<?php
+
+declare(strict_types=1);
+
+return [
+    'secret' => env('TWELVEDATA_API_SECRET'),
+];

database/factories/TransactionFactory.php

@@ -41,28 +41,49 @@ 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 sixMonthsAgo(): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'date' => now()->subMonths(6)->toDateString(),
+        ]);
+    }
+
+    public function today(): static
+    {
+        return $this->state(fn (array $attributes) => [
+            'date' => now()->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,
         ]);
     }
 
@@ -80,19 +101,42 @@ class TransactionFactory extends Factory
         ]);
     }
 
-    public function buy(): static
+    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' => $sale_price,
+        ]);
+    }
+
+    public function buy($quantity = 1): static
     {
         return $this->state(fn (array $attributes) => [
             'transaction_type' => 'BUY',
+            'quantity' => $quantity,
             'cost_basis' => $this->faker->randomFloat(2, 10, 500),
             'sale_price' => null,
         ]);
     }
 
-    public function sell(): static
+    public function sell($quantity = 1): static
     {
         return $this->state(fn (array $attributes) => [
             'transaction_type' => 'SELL',
+            'quantity' => $quantity,
             'sale_price' => $this->faker->randomFloat(2, 10, 500),
             'cost_basis' => null,
         ]);

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');
-        });
-    }
-};