InvestmentTracker

@@ -1 +0,0 @@
-Subproject commit d6affd13b01fd11e291448f5bcfa09cdbd634379

InvestmentTracker.xcodeproj/project.pbxproj

@@ -6,106 +6,221 @@
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+			remoteGlobalIDString = 0E241ECB2F0DAA3C00283E2F;
+			remoteInfo = InvestmentTrackerWidgetExtension;
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+			dstSubfolderSpec = 13;
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+				0E241EE22F0DAA3E00283E2F /* InvestmentTrackerWidgetExtension.appex in Embed Foundation Extensions */,
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+
 /* Begin PBXFileReference section */
-		0EC238CC2F0D520100E07005 /* InvestmentTracker.app */ = {isa = PBXFileReference; explicitFileType = wrapper.application; includeInIndex = 0; path = InvestmentTracker.app; sourceTree = BUILT_PRODUCTS_DIR; };
+		0E241E392F0DA93A00283E2F /* InvestmentTracker.app */ = {isa = PBXFileReference; explicitFileType = wrapper.application; includeInIndex = 0; path = InvestmentTracker.app; sourceTree = BUILT_PRODUCTS_DIR; };
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+		0E241EED2F0DAC7D00283E2F /* InvestmentTrackerWidgetExtension.entitlements */ = {isa = PBXFileReference; lastKnownFileType = text.plist.entitlements; path = InvestmentTrackerWidgetExtension.entitlements; sourceTree = "<group>"; };
 /* End PBXFileReference section */
 
+/* Begin PBXFileSystemSynchronizedBuildFileExceptionSet section */
+		0E8318942F0DB2FB0030C2F9 /* Exceptions for "InvestmentTracker" folder in "InvestmentTracker" target */ = {
+			isa = PBXFileSystemSynchronizedBuildFileExceptionSet;
+			membershipExceptions = (
+				Assets.xcassets,
+				Resources/Info.plist,
+				Resources/Localizable.strings,
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+			target = 0E241E382F0DA93A00283E2F /* InvestmentTracker */;
+		};
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+
 /* Begin PBXFileSystemSynchronizedRootGroup section */
-		0EC238CE2F0D520100E07005 /* InvestmentTracker */ = {
+		0E241E3B2F0DA93A00283E2F /* InvestmentTracker */ = {
 			isa = PBXFileSystemSynchronizedRootGroup;
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+				0E8318942F0DB2FB0030C2F9 /* Exceptions for "InvestmentTracker" folder in "InvestmentTracker" target */,
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 			path = InvestmentTracker;
 			sourceTree = "<group>";
 		};
+		0E241ED22F0DAA3C00283E2F /* InvestmentTrackerWidget */ = {
+			isa = PBXFileSystemSynchronizedRootGroup;
+			path = InvestmentTrackerWidget;
+			sourceTree = "<group>";
+		};
 /* End PBXFileSystemSynchronizedRootGroup section */
 
 /* Begin PBXFrameworksBuildPhase section */
-		0EC238C92F0D520100E07005 /* Frameworks */ = {
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 			isa = PBXFrameworksBuildPhase;
 			buildActionMask = 2147483647;
 			files = (
 			);
 			runOnlyForDeploymentPostprocessing = 0;
 		};
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+				0E241ED12F0DAA3C00283E2F /* SwiftUI.framework in Frameworks */,
+				0E241ECF2F0DAA3C00283E2F /* WidgetKit.framework in Frameworks */,
+			);
+			runOnlyForDeploymentPostprocessing = 0;
+		};
 /* End PBXFrameworksBuildPhase section */
 
 /* Begin PBXGroup section */
-		0EC238C32F0D520100E07005 = {
+		0E241E302F0DA93A00283E2F = {
 			isa = PBXGroup;
 			children = (
-				0EC238CE2F0D520100E07005 /* InvestmentTracker */,
+				0E241EED2F0DAC7D00283E2F /* InvestmentTrackerWidgetExtension.entitlements */,
-				0EC238CD2F0D520100E07005 /* Products */,
+				0E241E3B2F0DA93A00283E2F /* InvestmentTracker */,
+				0E241ED22F0DAA3C00283E2F /* InvestmentTrackerWidget */,
+				0E241ECD2F0DAA3C00283E2F /* Frameworks */,
+				0E241E3A2F0DA93A00283E2F /* Products */,
 			);
 			sourceTree = "<group>";
 		};
-		0EC238CD2F0D520100E07005 /* Products */ = {
+		0E241E3A2F0DA93A00283E2F /* Products */ = {
 			isa = PBXGroup;
 			children = (
-				0EC238CC2F0D520100E07005 /* InvestmentTracker.app */,
+				0E241E392F0DA93A00283E2F /* InvestmentTracker.app */,
+				0E241ECC2F0DAA3C00283E2F /* InvestmentTrackerWidgetExtension.appex */,
 			);
 			name = Products;
 			sourceTree = "<group>";
 		};
+		0E241ECD2F0DAA3C00283E2F /* Frameworks */ = {
+			isa = PBXGroup;
+			children = (
+				0E241ECE2F0DAA3C00283E2F /* WidgetKit.framework */,
+				0E241ED02F0DAA3C00283E2F /* SwiftUI.framework */,
+			);
+			name = Frameworks;
+			sourceTree = "<group>";
+		};
 /* End PBXGroup section */
 
 /* Begin PBXNativeTarget section */
-		0EC238CB2F0D520100E07005 /* InvestmentTracker */ = {
+		0E241E382F0DA93A00283E2F /* InvestmentTracker */ = {
 			isa = PBXNativeTarget;
-			buildConfigurationList = 0EC238DD2F0D520300E07005 /* Build configuration list for PBXNativeTarget "InvestmentTracker" */;
+			buildConfigurationList = 0E241E4A2F0DA93C00283E2F /* Build configuration list for PBXNativeTarget "InvestmentTracker" */;
 			buildPhases = (
-				0EC238C82F0D520100E07005 /* Sources */,
+				0E241E352F0DA93A00283E2F /* Sources */,
-				0EC238C92F0D520100E07005 /* Frameworks */,
+				0E241E362F0DA93A00283E2F /* Frameworks */,
-				0EC238CA2F0D520100E07005 /* Resources */,
+				0E241EE72F0DAA3E00283E2F /* Embed Foundation Extensions */,
+				0E8318932F0DB2FB0030C2F9 /* Resources */,
+			);
+			buildRules = (
+			);
+			dependencies = (
+				0E241EE12F0DAA3E00283E2F /* PBXTargetDependency */,
+			);
+			fileSystemSynchronizedGroups = (
+				0E241E3B2F0DA93A00283E2F /* InvestmentTracker */,
+			);
+			name = InvestmentTracker;
+			packageProductDependencies = (
+			);
+			productName = InvestmentTracker;
+			productReference = 0E241E392F0DA93A00283E2F /* InvestmentTracker.app */;
+			productType = "com.apple.product-type.application";
+		};
+		0E241ECB2F0DAA3C00283E2F /* InvestmentTrackerWidgetExtension */ = {
+			isa = PBXNativeTarget;
+			buildConfigurationList = 0E241EE32F0DAA3E00283E2F /* Build configuration list for PBXNativeTarget "InvestmentTrackerWidgetExtension" */;
+			buildPhases = (
+				0E241EC82F0DAA3C00283E2F /* Sources */,
+				0E241EC92F0DAA3C00283E2F /* Frameworks */,
+				0E241ECA2F0DAA3C00283E2F /* Resources */,
 			);
 			buildRules = (
 			);
 			dependencies = (
 			);
 			fileSystemSynchronizedGroups = (
-				0EC238CE2F0D520100E07005 /* InvestmentTracker */,
+				0E241ED22F0DAA3C00283E2F /* InvestmentTrackerWidget */,
 			);
-			name = InvestmentTracker;
+			name = InvestmentTrackerWidgetExtension;
 			packageProductDependencies = (
 			);
-			productName = InvestmentTracker;
+			productName = InvestmentTrackerWidgetExtension;
-			productReference = 0EC238CC2F0D520100E07005 /* InvestmentTracker.app */;
+			productReference = 0E241ECC2F0DAA3C00283E2F /* InvestmentTrackerWidgetExtension.appex */;
-			productType = "com.apple.product-type.application";
+			productType = "com.apple.product-type.app-extension";
 		};
 /* End PBXNativeTarget section */
 
 /* Begin PBXProject section */
-		0EC238C42F0D520100E07005 /* Project object */ = {
+		0E241E312F0DA93A00283E2F /* Project object */ = {
 			isa = PBXProject;
 			attributes = {
 				BuildIndependentTargetsInParallel = 1;
 				LastSwiftUpdateCheck = 2620;
 				LastUpgradeCheck = 2620;
 				TargetAttributes = {
-					0EC238CB2F0D520100E07005 = {
+					0E241E382F0DA93A00283E2F = {
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+					};
+					0E241ECB2F0DAA3C00283E2F = {
 						CreatedOnToolsVersion = 26.2;
 					};
 				};
 			};
-			buildConfigurationList = 0EC238C72F0D520100E07005 /* Build configuration list for PBXProject "InvestmentTracker" */;
+			buildConfigurationList = 0E241E342F0DA93A00283E2F /* Build configuration list for PBXProject "InvestmentTracker" */;
 			developmentRegion = en;
 			hasScannedForEncodings = 0;
 			knownRegions = (
 				en,
 				Base,
 			);
-			mainGroup = 0EC238C32F0D520100E07005;
+			mainGroup = 0E241E302F0DA93A00283E2F;
 			minimizedProjectReferenceProxies = 1;
+			packageReferences = (
+				0E241EEB2F0DABEC00283E2F /* XCRemoteSwiftPackageReference "firebase-ios-sdk" */,
+				0E241EEC2F0DAC2D00283E2F /* XCRemoteSwiftPackageReference "swift-package-manager-google-mobile-ads" */,
+			);
 			preferredProjectObjectVersion = 77;
-			productRefGroup = 0EC238CD2F0D520100E07005 /* Products */;
+			productRefGroup = 0E241E3A2F0DA93A00283E2F /* Products */;
 			projectDirPath = "";
 			projectRoot = "";
 			targets = (
-				0EC238CB2F0D520100E07005 /* InvestmentTracker */,
+				0E241E382F0DA93A00283E2F /* InvestmentTracker */,
+				0E241ECB2F0DAA3C00283E2F /* InvestmentTrackerWidgetExtension */,
 			);
 		};
 /* End PBXProject section */
 
 /* Begin PBXResourcesBuildPhase section */
-		0EC238CA2F0D520100E07005 /* Resources */ = {
+		0E241ECA2F0DAA3C00283E2F /* Resources */ = {
+			isa = PBXResourcesBuildPhase;
+			buildActionMask = 2147483647;
+			files = (
+			);
+			runOnlyForDeploymentPostprocessing = 0;
+		};
+		0E8318932F0DB2FB0030C2F9 /* Resources */ = {
 			isa = PBXResourcesBuildPhase;
 			buildActionMask = 2147483647;
 			files = (
@@ -115,7 +230,14 @@
 /* End PBXResourcesBuildPhase section */
 
 /* Begin PBXSourcesBuildPhase section */
-		0EC238C82F0D520100E07005 /* Sources */ = {
+		0E241E352F0DA93A00283E2F /* Sources */ = {
+			isa = PBXSourcesBuildPhase;
+			buildActionMask = 2147483647;
+			files = (
+			);
+			runOnlyForDeploymentPostprocessing = 0;
+		};
+		0E241EC82F0DAA3C00283E2F /* Sources */ = {
 			isa = PBXSourcesBuildPhase;
 			buildActionMask = 2147483647;
 			files = (
@@ -124,8 +246,16 @@
 		};
 /* End PBXSourcesBuildPhase section */
 
+/* Begin PBXTargetDependency section */
+		0E241EE12F0DAA3E00283E2F /* PBXTargetDependency */ = {
+			isa = PBXTargetDependency;
+			target = 0E241ECB2F0DAA3C00283E2F /* InvestmentTrackerWidgetExtension */;
+			targetProxy = 0E241EE02F0DAA3E00283E2F /* PBXContainerItemProxy */;
+		};
+/* End PBXTargetDependency section */
+
 /* Begin XCBuildConfiguration section */
-		0EC238DE2F0D520300E07005 /* Debug */ = {
+		0E241E4B2F0DA93C00283E2F /* Debug */ = {
 			isa = XCBuildConfiguration;
 			buildSettings = {
 				ASSETCATALOG_COMPILER_APPICON_NAME = AppIcon;
@@ -133,11 +263,10 @@
 				CODE_SIGN_ENTITLEMENTS = InvestmentTracker/InvestmentTracker.entitlements;
 				CODE_SIGN_STYLE = Automatic;
 				CURRENT_PROJECT_VERSION = 1;
+				DEVELOPMENT_TEAM = "";
 				ENABLE_PREVIEWS = YES;
 				GENERATE_INFOPLIST_FILE = YES;
 				INFOPLIST_FILE = InvestmentTracker/Info.plist;
-				INFOPLIST_KEY_CFBundleDisplayName = "Investment Tracker";
-				INFOPLIST_KEY_LSApplicationCategoryType = "public.app-category.finance";
 				INFOPLIST_KEY_UIApplicationSceneManifest_Generation = YES;
 				INFOPLIST_KEY_UIApplicationSupportsIndirectInputEvents = YES;
 				INFOPLIST_KEY_UILaunchScreen_Generation = YES;
@@ -160,7 +289,7 @@
 			};
 			name = Debug;
 		};
-		0EC238DF2F0D520300E07005 /* Release */ = {
+		0E241E4C2F0DA93C00283E2F /* Release */ = {
 			isa = XCBuildConfiguration;
 			buildSettings = {
 				ASSETCATALOG_COMPILER_APPICON_NAME = AppIcon;
@@ -168,11 +297,10 @@
 				CODE_SIGN_ENTITLEMENTS = InvestmentTracker/InvestmentTracker.entitlements;
 				CODE_SIGN_STYLE = Automatic;
 				CURRENT_PROJECT_VERSION = 1;
+				DEVELOPMENT_TEAM = "";
 				ENABLE_PREVIEWS = YES;
 				GENERATE_INFOPLIST_FILE = YES;
 				INFOPLIST_FILE = InvestmentTracker/Info.plist;
-				INFOPLIST_KEY_CFBundleDisplayName = "Investment Tracker";
-				INFOPLIST_KEY_LSApplicationCategoryType = "public.app-category.finance";
 				INFOPLIST_KEY_UIApplicationSceneManifest_Generation = YES;
 				INFOPLIST_KEY_UIApplicationSupportsIndirectInputEvents = YES;
 				INFOPLIST_KEY_UILaunchScreen_Generation = YES;
@@ -195,7 +323,7 @@
 			};
 			name = Release;
 		};
-		0EC238E02F0D520300E07005 /* Debug */ = {
+		0E241E4D2F0DA93C00283E2F /* Debug */ = {
 			isa = XCBuildConfiguration;
 			buildSettings = {
 				ALWAYS_SEARCH_USER_PATHS = NO;
@@ -258,7 +386,7 @@
 			};
 			name = Debug;
 		};
-		0EC238E12F0D520300E07005 /* Release */ = {
+		0E241E4E2F0DA93C00283E2F /* Release */ = {
 			isa = XCBuildConfiguration;
 			buildSettings = {
 				ALWAYS_SEARCH_USER_PATHS = NO;
@@ -314,28 +442,116 @@
 			};
 			name = Release;
 		};
+		0E241EE42F0DAA3E00283E2F /* Debug */ = {
+			isa = XCBuildConfiguration;
+			buildSettings = {
+				ASSETCATALOG_COMPILER_GLOBAL_ACCENT_COLOR_NAME = AccentColor;
+				ASSETCATALOG_COMPILER_WIDGET_BACKGROUND_COLOR_NAME = WidgetBackground;
+				CODE_SIGN_ENTITLEMENTS = InvestmentTrackerWidgetExtension.entitlements;
+				CODE_SIGN_STYLE = Automatic;
+				CURRENT_PROJECT_VERSION = 1;
+				GENERATE_INFOPLIST_FILE = YES;
+				INFOPLIST_FILE = "";
+				INFOPLIST_KEY_CFBundleDisplayName = InvestmentTrackerWidget;
+				INFOPLIST_KEY_NSHumanReadableCopyright = "";
+				LD_RUNPATH_SEARCH_PATHS = (
+					"$(inherited)",
+					"@executable_path/Frameworks",
+					"@executable_path/../../Frameworks",
+				);
+				MARKETING_VERSION = 1.0;
+				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.InvestmentTracker.InvestmentTrackerWidget;
+				PRODUCT_NAME = "$(TARGET_NAME)";
+				SKIP_INSTALL = YES;
+				STRING_CATALOG_GENERATE_SYMBOLS = YES;
+				SWIFT_APPROACHABLE_CONCURRENCY = YES;
+				SWIFT_EMIT_LOC_STRINGS = YES;
+				SWIFT_UPCOMING_FEATURE_MEMBER_IMPORT_VISIBILITY = YES;
+				SWIFT_VERSION = 5.0;
+				TARGETED_DEVICE_FAMILY = "1,2";
+			};
+			name = Debug;
+		};
+		0E241EE52F0DAA3E00283E2F /* Release */ = {
+			isa = XCBuildConfiguration;
+			buildSettings = {
+				ASSETCATALOG_COMPILER_GLOBAL_ACCENT_COLOR_NAME = AccentColor;
+				ASSETCATALOG_COMPILER_WIDGET_BACKGROUND_COLOR_NAME = WidgetBackground;
+				CODE_SIGN_ENTITLEMENTS = InvestmentTrackerWidgetExtension.entitlements;
+				CODE_SIGN_STYLE = Automatic;
+				CURRENT_PROJECT_VERSION = 1;
+				GENERATE_INFOPLIST_FILE = YES;
+				INFOPLIST_FILE = "";
+				INFOPLIST_KEY_CFBundleDisplayName = InvestmentTrackerWidget;
+				INFOPLIST_KEY_NSHumanReadableCopyright = "";
+				LD_RUNPATH_SEARCH_PATHS = (
+					"$(inherited)",
+					"@executable_path/Frameworks",
+					"@executable_path/../../Frameworks",
+				);
+				MARKETING_VERSION = 1.0;
+				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.InvestmentTracker.InvestmentTrackerWidget;
+				PRODUCT_NAME = "$(TARGET_NAME)";
+				SKIP_INSTALL = YES;
+				STRING_CATALOG_GENERATE_SYMBOLS = YES;
+				SWIFT_APPROACHABLE_CONCURRENCY = YES;
+				SWIFT_EMIT_LOC_STRINGS = YES;
+				SWIFT_UPCOMING_FEATURE_MEMBER_IMPORT_VISIBILITY = YES;
+				SWIFT_VERSION = 5.0;
+				TARGETED_DEVICE_FAMILY = "1,2";
+			};
+			name = Release;
+		};
 /* End XCBuildConfiguration section */
 
 /* Begin XCConfigurationList section */
-		0EC238C72F0D520100E07005 /* Build configuration list for PBXProject "InvestmentTracker" */ = {
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 			isa = XCConfigurationList;
 			buildConfigurations = (
-				0EC238E02F0D520300E07005 /* Debug */,
+				0E241E4D2F0DA93C00283E2F /* Debug */,
-				0EC238E12F0D520300E07005 /* Release */,
+				0E241E4E2F0DA93C00283E2F /* Release */,
 			);
 			defaultConfigurationIsVisible = 0;
 			defaultConfigurationName = Release;
 		};
-		0EC238DD2F0D520300E07005 /* Build configuration list for PBXNativeTarget "InvestmentTracker" */ = {
+		0E241E4A2F0DA93C00283E2F /* Build configuration list for PBXNativeTarget "InvestmentTracker" */ = {
 			isa = XCConfigurationList;
 			buildConfigurations = (
-				0EC238DE2F0D520300E07005 /* Debug */,
+				0E241E4B2F0DA93C00283E2F /* Debug */,
-				0EC238DF2F0D520300E07005 /* Release */,
+				0E241E4C2F0DA93C00283E2F /* Release */,
+			);
+			defaultConfigurationIsVisible = 0;
+			defaultConfigurationName = Release;
+		};
+		0E241EE32F0DAA3E00283E2F /* Build configuration list for PBXNativeTarget "InvestmentTrackerWidgetExtension" */ = {
+			isa = XCConfigurationList;
+			buildConfigurations = (
+				0E241EE42F0DAA3E00283E2F /* Debug */,
+				0E241EE52F0DAA3E00283E2F /* Release */,
 			);
 			defaultConfigurationIsVisible = 0;
 			defaultConfigurationName = Release;
 		};
 /* End XCConfigurationList section */
+
+/* Begin XCRemoteSwiftPackageReference section */
+		0E241EEB2F0DABEC00283E2F /* XCRemoteSwiftPackageReference "firebase-ios-sdk" */ = {
+			isa = XCRemoteSwiftPackageReference;
+			repositoryURL = "https://github.com/firebase/firebase-ios-sdk";
+			requirement = {
+				kind = upToNextMajorVersion;
+				minimumVersion = 12.7.0;
 			};
-	rootObject = 0EC238C42F0D520100E07005 /* Project object */;
+		};
+		0E241EEC2F0DAC2D00283E2F /* XCRemoteSwiftPackageReference "swift-package-manager-google-mobile-ads" */ = {
+			isa = XCRemoteSwiftPackageReference;
+			repositoryURL = "https://github.com/googleads/swift-package-manager-google-mobile-ads";
+			requirement = {
+				kind = upToNextMajorVersion;
+				minimumVersion = 12.14.0;
+			};
+		};
+/* End XCRemoteSwiftPackageReference section */
+	};
+	rootObject = 0E241E312F0DA93A00283E2F /* Project object */;
 }

InvestmentTracker.xcodeproj/project.xcworkspace/xcshareddata/WorkspaceSettings.xcsettings

@@ -0,0 +1,5 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
+<plist version="1.0">
+<dict/>
+</plist>

InvestmentTracker.xcodeproj/project.xcworkspace/xcshareddata/swiftpm/Package.resolved

@@ -0,0 +1,150 @@
+{
+  "originHash" : "2d3f06aab1ccdfff7b100ca10208a834bfb664b3c50890610f1e3c349eb3fbf3",
+  "pins" : [
+    {
+      "identity" : "abseil-cpp-binary",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/abseil-cpp-binary.git",
+      "state" : {
+        "revision" : "bbe8b69694d7873315fd3a4ad41efe043e1c07c5",
+        "version" : "1.2024072200.0"
+      }
+    },
+    {
+      "identity" : "app-check",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/app-check.git",
+      "state" : {
+        "revision" : "61b85103a1aeed8218f17c794687781505fbbef5",
+        "version" : "11.2.0"
+      }
+    },
+    {
+      "identity" : "firebase-ios-sdk",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/firebase/firebase-ios-sdk",
+      "state" : {
+        "revision" : "45210bd1ea695779e6de016ab00fea8c0b7eb2ef",
+        "version" : "12.7.0"
+      }
+    },
+    {
+      "identity" : "google-ads-on-device-conversion-ios-sdk",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/googleads/google-ads-on-device-conversion-ios-sdk",
+      "state" : {
+        "revision" : "35b601a60fbbea2de3ea461f604deaaa4d8bbd0c",
+        "version" : "3.2.0"
+      }
+    },
+    {
+      "identity" : "googleappmeasurement",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/GoogleAppMeasurement.git",
+      "state" : {
+        "revision" : "c2d59acf17a8ba7ed80a763593c67c9c7c006ad1",
+        "version" : "12.5.0"
+      }
+    },
+    {
+      "identity" : "googledatatransport",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/GoogleDataTransport.git",
+      "state" : {
+        "revision" : "617af071af9aa1d6a091d59a202910ac482128f9",
+        "version" : "10.1.0"
+      }
+    },
+    {
+      "identity" : "googleutilities",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/GoogleUtilities.git",
+      "state" : {
+        "revision" : "60da361632d0de02786f709bdc0c4df340f7613e",
+        "version" : "8.1.0"
+      }
+    },
+    {
+      "identity" : "grpc-binary",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/grpc-binary.git",
+      "state" : {
+        "revision" : "75b31c842f664a0f46a2e590a570e370249fd8f6",
+        "version" : "1.69.1"
+      }
+    },
+    {
+      "identity" : "gtm-session-fetcher",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/gtm-session-fetcher.git",
+      "state" : {
+        "revision" : "fb7f2740b1570d2f7599c6bb9531bf4fad6974b7",
+        "version" : "5.0.0"
+      }
+    },
+    {
+      "identity" : "interop-ios-for-google-sdks",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/interop-ios-for-google-sdks.git",
+      "state" : {
+        "revision" : "040d087ac2267d2ddd4cca36c757d1c6a05fdbfe",
+        "version" : "101.0.0"
+      }
+    },
+    {
+      "identity" : "leveldb",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/firebase/leveldb.git",
+      "state" : {
+        "revision" : "a0bc79961d7be727d258d33d5a6b2f1023270ba1",
+        "version" : "1.22.5"
+      }
+    },
+    {
+      "identity" : "nanopb",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/firebase/nanopb.git",
+      "state" : {
+        "revision" : "b7e1104502eca3a213b46303391ca4d3bc8ddec1",
+        "version" : "2.30910.0"
+      }
+    },
+    {
+      "identity" : "promises",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/google/promises.git",
+      "state" : {
+        "revision" : "540318ecedd63d883069ae7f1ed811a2df00b6ac",
+        "version" : "2.4.0"
+      }
+    },
+    {
+      "identity" : "swift-package-manager-google-mobile-ads",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/googleads/swift-package-manager-google-mobile-ads",
+      "state" : {
+        "revision" : "1239c23464503053c17d37ee5daa70de3455e9c8",
+        "version" : "12.14.0"
+      }
+    },
+    {
+      "identity" : "swift-package-manager-google-user-messaging-platform",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/googleads/swift-package-manager-google-user-messaging-platform.git",
+      "state" : {
+        "revision" : "13b248eaa73b7826f0efb1bcf455e251d65ecb1b",
+        "version" : "3.1.0"
+      }
+    },
+    {
+      "identity" : "swift-protobuf",
+      "kind" : "remoteSourceControl",
+      "location" : "https://github.com/apple/swift-protobuf.git",
+      "state" : {
+        "revision" : "c169a5744230951031770e27e475ff6eefe51f9d",
+        "version" : "1.33.3"
+      }
+    }
+  ],
+  "version" : 3
+}

InvestmentTracker.xcodeproj/project.xcworkspace/xcuserdata/alexandrev.xcuserdatad/WorkspaceSettings.xcsettings

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
+<plist version="1.0">
+<dict>
+	<key>BuildLocationStyle</key>
+	<string>UseAppPreferences</string>
+	<key>CompilationCachingSetting</key>
+	<string>Default</string>
+	<key>CustomBuildLocationType</key>
+	<string>RelativeToDerivedData</string>
+	<key>DerivedDataLocationStyle</key>
+	<string>Default</string>
+	<key>ShowSharedSchemesAutomaticallyEnabled</key>
+	<true/>
+</dict>
+</plist>

InvestmentTracker.xcodeproj/xcshareddata/xcschemes/InvestmentTracker.xcscheme

@@ -0,0 +1,78 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<Scheme
+   LastUpgradeVersion = "2620"
+   version = "1.7">
+   <BuildAction
+      parallelizeBuildables = "YES"
+      buildImplicitDependencies = "YES"
+      buildArchitectures = "Automatic">
+      <BuildActionEntries>
+         <BuildActionEntry
+            buildForTesting = "YES"
+            buildForRunning = "YES"
+            buildForProfiling = "YES"
+            buildForArchiving = "YES"
+            buildForAnalyzing = "YES">
+            <BuildableReference
+               BuildableIdentifier = "primary"
+               BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
+               BuildableName = "InvestmentTracker.app"
+               BlueprintName = "InvestmentTracker"
+               ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+            </BuildableReference>
+         </BuildActionEntry>
+      </BuildActionEntries>
+   </BuildAction>
+   <TestAction
+      buildConfiguration = "Debug"
+      selectedDebuggerIdentifier = "Xcode.DebuggerFoundation.Debugger.LLDB"
+      selectedLauncherIdentifier = "Xcode.DebuggerFoundation.Launcher.LLDB"
+      shouldUseLaunchSchemeArgsEnv = "YES"
+      shouldAutocreateTestPlan = "YES">
+   </TestAction>
+   <LaunchAction
+      buildConfiguration = "Debug"
+      selectedDebuggerIdentifier = "Xcode.DebuggerFoundation.Debugger.LLDB"
+      selectedLauncherIdentifier = "Xcode.DebuggerFoundation.Launcher.LLDB"
+      launchStyle = "0"
+      useCustomWorkingDirectory = "NO"
+      ignoresPersistentStateOnLaunch = "NO"
+      debugDocumentVersioning = "YES"
+      debugServiceExtension = "internal"
+      allowLocationSimulation = "YES">
+      <BuildableProductRunnable
+         runnableDebuggingMode = "0">
+         <BuildableReference
+            BuildableIdentifier = "primary"
+            BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
+            BuildableName = "InvestmentTracker.app"
+            BlueprintName = "InvestmentTracker"
+            ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+         </BuildableReference>
+      </BuildableProductRunnable>
+   </LaunchAction>
+   <ProfileAction
+      buildConfiguration = "Release"
+      shouldUseLaunchSchemeArgsEnv = "YES"
+      savedToolIdentifier = ""
+      useCustomWorkingDirectory = "NO"
+      debugDocumentVersioning = "YES">
+      <BuildableProductRunnable
+         runnableDebuggingMode = "0">
+         <BuildableReference
+            BuildableIdentifier = "primary"
+            BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
+            BuildableName = "InvestmentTracker.app"
+            BlueprintName = "InvestmentTracker"
+            ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+         </BuildableReference>
+      </BuildableProductRunnable>
+   </ProfileAction>
+   <AnalyzeAction
+      buildConfiguration = "Debug">
+   </AnalyzeAction>
+   <ArchiveAction
+      buildConfiguration = "Release"
+      revealArchiveInOrganizer = "YES">
+   </ArchiveAction>
+</Scheme>

InvestmentTracker.xcodeproj/xcshareddata/xcschemes/InvestmentTrackerWidgetExtension.xcscheme

@@ -0,0 +1,97 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<Scheme
+   LastUpgradeVersion = "2620"
+   wasCreatedForAppExtension = "YES"
+   version = "2.0">
+   <BuildAction
+      parallelizeBuildables = "YES"
+      buildImplicitDependencies = "YES"
+      buildArchitectures = "Automatic">
+      <BuildActionEntries>
+         <BuildActionEntry
+            buildForTesting = "YES"
+            buildForRunning = "YES"
+            buildForProfiling = "YES"
+            buildForArchiving = "YES"
+            buildForAnalyzing = "YES">
+            <BuildableReference
+               BuildableIdentifier = "primary"
+               BlueprintIdentifier = "0E241ECB2F0DAA3C00283E2F"
+               BuildableName = "InvestmentTrackerWidgetExtension.appex"
+               BlueprintName = "InvestmentTrackerWidgetExtension"
+               ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+            </BuildableReference>
+         </BuildActionEntry>
+         <BuildActionEntry
+            buildForTesting = "YES"
+            buildForRunning = "YES"
+            buildForProfiling = "YES"
+            buildForArchiving = "YES"
+            buildForAnalyzing = "YES">
+            <BuildableReference
+               BuildableIdentifier = "primary"
+               BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
+               BuildableName = "InvestmentTracker.app"
+               BlueprintName = "InvestmentTracker"
+               ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+            </BuildableReference>
+         </BuildActionEntry>
+      </BuildActionEntries>
+   </BuildAction>
+   <TestAction
+      buildConfiguration = "Debug"
+      selectedDebuggerIdentifier = "Xcode.DebuggerFoundation.Debugger.LLDB"
+      selectedLauncherIdentifier = "Xcode.DebuggerFoundation.Launcher.LLDB"
+      shouldUseLaunchSchemeArgsEnv = "YES"
+      shouldAutocreateTestPlan = "YES">
+   </TestAction>
+   <LaunchAction
+      buildConfiguration = "Debug"
+      selectedDebuggerIdentifier = ""
+      selectedLauncherIdentifier = "Xcode.IDEFoundation.Launcher.PosixSpawn"
+      launchStyle = "0"
+      askForAppToLaunch = "Yes"
+      useCustomWorkingDirectory = "NO"
+      ignoresPersistentStateOnLaunch = "NO"
+      debugDocumentVersioning = "YES"
+      debugServiceExtension = "internal"
+      allowLocationSimulation = "YES"
+      launchAutomaticallySubstyle = "2">
+      <BuildableProductRunnable
+         runnableDebuggingMode = "0">
+         <BuildableReference
+            BuildableIdentifier = "primary"
+            BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
+            BuildableName = "InvestmentTracker.app"
+            BlueprintName = "InvestmentTracker"
+            ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+         </BuildableReference>
+      </BuildableProductRunnable>
+   </LaunchAction>
+   <ProfileAction
+      buildConfiguration = "Release"
+      shouldUseLaunchSchemeArgsEnv = "YES"
+      savedToolIdentifier = ""
+      useCustomWorkingDirectory = "NO"
+      debugDocumentVersioning = "YES"
+      askForAppToLaunch = "Yes"
+      launchAutomaticallySubstyle = "2">
+      <BuildableProductRunnable
+         runnableDebuggingMode = "0">
+         <BuildableReference
+            BuildableIdentifier = "primary"
+            BlueprintIdentifier = "0E241E382F0DA93A00283E2F"
+            BuildableName = "InvestmentTracker.app"
+            BlueprintName = "InvestmentTracker"
+            ReferencedContainer = "container:InvestmentTracker.xcodeproj">
+         </BuildableReference>
+      </BuildableProductRunnable>
+   </ProfileAction>
+   <AnalyzeAction
+      buildConfiguration = "Debug">
+   </AnalyzeAction>
+   <ArchiveAction
+      buildConfiguration = "Release"
+      revealArchiveInOrganizer = "YES">
+   </ArchiveAction>
+</Scheme>

InvestmentTracker.xcodeproj/xcuserdata/alexandrev.xcuserdatad/xcschemes/xcschememanagement.plist

@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
+<plist version="1.0">
+<dict>
+	<key>SchemeUserState</key>
+	<dict>
+		<key>InvestmentTracker.xcscheme_^#shared#^_</key>
+		<dict>
+			<key>orderHint</key>
+			<integer>1</integer>
+		</dict>
+		<key>InvestmentTrackerWidgetExtension.xcscheme_^#shared#^_</key>
+		<dict>
+			<key>orderHint</key>
+			<integer>0</integer>
+		</dict>
+		<key>Promises (Playground).xcscheme</key>
+		<dict>
+			<key>orderHint</key>
+			<integer>2</integer>
+		</dict>
+	</dict>
+	<key>SuppressBuildableAutocreation</key>
+	<dict>
+		<key>0E241E382F0DA93A00283E2F</key>
+		<dict>
+			<key>primary</key>
+			<true/>
+		</dict>
+		<key>0E241ECB2F0DAA3C00283E2F</key>
+		<dict>
+			<key>primary</key>
+			<true/>
+		</dict>
+	</dict>
+</dict>
+</plist>

InvestmentTracker/App/AppDelegate.swift

@@ -0,0 +1,47 @@
+import UIKit
+import UserNotifications
+
+class AppDelegate: NSObject, UIApplicationDelegate {
+    func application(
+        _ application: UIApplication,
+        didFinishLaunchingWithOptions launchOptions: [UIApplication.LaunchOptionsKey: Any]? = nil
+    ) -> Bool {
+        // Request notification permissions
+        requestNotificationPermissions()
+
+        // Register background tasks
+        registerBackgroundTasks()
+
+        return true
+    }
+
+    private func requestNotificationPermissions() {
+        let center = UNUserNotificationCenter.current()
+        center.requestAuthorization(options: [.alert, .badge, .sound]) { granted, error in
+            if let error = error {
+                print("Notification permission error: \(error)")
+            }
+            print("Notification permission granted: \(granted)")
+        }
+    }
+
+    private func registerBackgroundTasks() {
+        // Background fetch for updating widget data and notification badges
+        UIApplication.shared.setMinimumBackgroundFetchInterval(UIApplication.backgroundFetchIntervalMinimum)
+    }
+
+    func application(
+        _ application: UIApplication,
+        didRegisterForRemoteNotificationsWithDeviceToken deviceToken: Data
+    ) {
+        let token = deviceToken.map { String(format: "%02.2hhx", $0) }.joined()
+        print("Device token: \(token)")
+    }
+
+    func application(
+        _ application: UIApplication,
+        didFailToRegisterForRemoteNotificationsWithError error: Error
+    ) {
+        print("Failed to register for remote notifications: \(error)")
+    }
+}

InvestmentTracker/App/ContentView.swift

@@ -0,0 +1,65 @@
+import SwiftUI
+
+struct ContentView: View {
+    @EnvironmentObject var iapService: IAPService
+    @EnvironmentObject var adMobService: AdMobService
+    @AppStorage("onboardingCompleted") private var onboardingCompleted = false
+
+    @State private var selectedTab = 0
+
+    var body: some View {
+        Group {
+            if !onboardingCompleted {
+                OnboardingView(onboardingCompleted: $onboardingCompleted)
+            } else {
+                mainContent
+            }
+        }
+    }
+
+    private var mainContent: some View {
+        ZStack(alignment: .bottom) {
+            TabView(selection: $selectedTab) {
+                DashboardView()
+                    .tabItem {
+                        Label("Dashboard", systemImage: "chart.pie.fill")
+                    }
+                    .tag(0)
+
+                SourceListView()
+                    .tabItem {
+                        Label("Sources", systemImage: "list.bullet")
+                    }
+                    .tag(1)
+
+                ChartsContainerView()
+                    .tabItem {
+                        Label("Charts", systemImage: "chart.xyaxis.line")
+                    }
+                    .tag(2)
+
+                SettingsView()
+                    .tabItem {
+                        Label("Settings", systemImage: "gearshape.fill")
+                    }
+                    .tag(3)
+            }
+
+            // Banner ad at bottom for free users
+            if !iapService.isPremium {
+                VStack(spacing: 0) {
+                    Spacer()
+                    BannerAdView()
+                        .frame(height: 50)
+                }
+                .padding(.bottom, 49) // Account for tab bar height
+            }
+        }
+    }
+}
+
+#Preview {
+    ContentView()
+        .environmentObject(IAPService())
+        .environmentObject(AdMobService())
+}

InvestmentTracker/App/InvestmentTrackerApp.swift

@@ -0,0 +1,20 @@
+import SwiftUI
+import FirebaseCore
+
+@main
+struct InvestmentTrackerApp: App {
+    @UIApplicationDelegateAdaptor(AppDelegate.self) var appDelegate
+    @StateObject private var iapService = IAPService()
+    @StateObject private var adMobService = AdMobService()
+
+    let coreDataStack = CoreDataStack.shared
+
+    var body: some Scene {
+        WindowGroup {
+            ContentView()
+                .environment(\.managedObjectContext, coreDataStack.viewContext)
+                .environmentObject(iapService)
+                .environmentObject(adMobService)
+        }
+    }
+}

InvestmentTracker/Assets.xcassets/AccentColor.colorset/Contents.json

@@ -0,0 +1,11 @@
+{
+  "colors" : [
+    {
+      "idiom" : "universal"
+    }
+  ],
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTracker/Assets.xcassets/AppIcon.appiconset/Contents.json

@@ -0,0 +1,35 @@
+{
+  "images" : [
+    {
+      "idiom" : "universal",
+      "platform" : "ios",
+      "size" : "1024x1024"
+    },
+    {
+      "appearances" : [
+        {
+          "appearance" : "luminosity",
+          "value" : "dark"
+        }
+      ],
+      "idiom" : "universal",
+      "platform" : "ios",
+      "size" : "1024x1024"
+    },
+    {
+      "appearances" : [
+        {
+          "appearance" : "luminosity",
+          "value" : "tinted"
+        }
+      ],
+      "idiom" : "universal",
+      "platform" : "ios",
+      "size" : "1024x1024"
+    }
+  ],
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTracker/Assets.xcassets/Contents.json

@@ -0,0 +1,6 @@
+{
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTracker/InvestmentTracker.entitlements

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
+<plist version="1.0">
+<dict>
+	<key>aps-environment</key>
+	<string>development</string>
+	<key>com.apple.developer.icloud-container-identifiers</key>
+	<array>
+		<string>iCloud.com.yourteam.investmenttracker</string>
+	</array>
+	<key>com.apple.developer.icloud-services</key>
+	<array>
+		<string>CloudKit</string>
+	</array>
+	<key>com.apple.developer.ubiquity-kvstore-identifier</key>
+	<string>$(TeamIdentifierPrefix)$(CFBundleIdentifier)</string>
+	<key>com.apple.security.application-groups</key>
+	<array/>
+</dict>
+</plist>

InvestmentTracker/Models/CoreData/AppSettings+CoreDataClass.swift

@@ -0,0 +1,71 @@
+import Foundation
+import CoreData
+
+@objc(AppSettings)
+public class AppSettings: NSManagedObject, Identifiable {
+    @nonobjc public class func fetchRequest() -> NSFetchRequest<AppSettings> {
+        return NSFetchRequest<AppSettings>(entityName: "AppSettings")
+    }
+
+    @NSManaged public var id: UUID
+    @NSManaged public var currency: String
+    @NSManaged public var defaultNotificationTime: Date?
+    @NSManaged public var enableAnalytics: Bool
+    @NSManaged public var onboardingCompleted: Bool
+    @NSManaged public var lastSyncDate: Date?
+    @NSManaged public var createdAt: Date
+
+    public override func awakeFromInsert() {
+        super.awakeFromInsert()
+        id = UUID()
+        currency = "EUR"
+        enableAnalytics = true
+        onboardingCompleted = false
+        createdAt = Date()
+
+        // Default notification time: 9:00 AM
+        var components = DateComponents()
+        components.hour = 9
+        components.minute = 0
+        defaultNotificationTime = Calendar.current.date(from: components)
+    }
+}
+
+// MARK: - Computed Properties
+
+extension AppSettings {
+    var currencySymbol: String {
+        let locale = Locale.current
+        return locale.currencySymbol ?? "€"
+    }
+
+    var notificationTimeString: String {
+        guard let time = defaultNotificationTime else { return "9:00 AM" }
+        let formatter = DateFormatter()
+        formatter.timeStyle = .short
+        return formatter.string(from: time)
+    }
+}
+
+// MARK: - Static Helpers
+
+extension AppSettings {
+    static func getOrCreate(in context: NSManagedObjectContext) -> AppSettings {
+        let request: NSFetchRequest<AppSettings> = AppSettings.fetchRequest()
+        request.fetchLimit = 1
+
+        if let existing = try? context.fetch(request).first {
+            return existing
+        }
+
+        let new = AppSettings(context: context)
+        try? context.save()
+        return new
+    }
+
+    static func markOnboardingComplete(in context: NSManagedObjectContext) {
+        let settings = getOrCreate(in: context)
+        settings.onboardingCompleted = true
+        try? context.save()
+    }
+}

InvestmentTracker/Models/CoreData/Category+CoreDataClass.swift

@@ -0,0 +1,92 @@
+import Foundation
+import CoreData
+import SwiftUI
+
+@objc(Category)
+public class Category: NSManagedObject, Identifiable {
+    @nonobjc public class func fetchRequest() -> NSFetchRequest<Category> {
+        return NSFetchRequest<Category>(entityName: "Category")
+    }
+
+    @NSManaged public var id: UUID
+    @NSManaged public var name: String
+    @NSManaged public var colorHex: String
+    @NSManaged public var icon: String
+    @NSManaged public var sortOrder: Int16
+    @NSManaged public var createdAt: Date
+    @NSManaged public var sources: NSSet?
+
+    public override func awakeFromInsert() {
+        super.awakeFromInsert()
+        id = UUID()
+        createdAt = Date()
+        sortOrder = 0
+        colorHex = "#3B82F6"
+        icon = "chart.pie.fill"
+        name = ""
+    }
+}
+
+// MARK: - Computed Properties
+
+extension Category {
+    var color: Color {
+        Color(hex: colorHex) ?? .blue
+    }
+
+    var sourcesArray: [InvestmentSource] {
+        let set = sources as? Set<InvestmentSource> ?? []
+        return set.sorted { $0.name < $1.name }
+    }
+
+    var sourceCount: Int {
+        sources?.count ?? 0
+    }
+
+    var totalValue: Decimal {
+        sourcesArray.reduce(Decimal.zero) { $0 + $1.latestValue }
+    }
+}
+
+// MARK: - Generated accessors for sources
+
+extension Category {
+    @objc(addSourcesObject:)
+    @NSManaged public func addToSources(_ value: InvestmentSource)
+
+    @objc(removeSourcesObject:)
+    @NSManaged public func removeFromSources(_ value: InvestmentSource)
+
+    @objc(addSources:)
+    @NSManaged public func addToSources(_ values: NSSet)
+
+    @objc(removeSources:)
+    @NSManaged public func removeFromSources(_ values: NSSet)
+}
+
+// MARK: - Default Categories
+
+extension Category {
+    static let defaultCategories: [(name: String, colorHex: String, icon: String)] = [
+        ("Stocks", "#10B981", "chart.line.uptrend.xyaxis"),
+        ("Bonds", "#3B82F6", "building.columns.fill"),
+        ("Real Estate", "#F59E0B", "house.fill"),
+        ("Crypto", "#8B5CF6", "bitcoinsign.circle.fill"),
+        ("Cash", "#6B7280", "banknote.fill"),
+        ("ETFs", "#EC4899", "chart.bar.fill"),
+        ("Retirement", "#14B8A6", "person.fill"),
+        ("Other", "#64748B", "ellipsis.circle.fill")
+    ]
+
+    static func createDefaultCategories(in context: NSManagedObjectContext) {
+        for (index, categoryData) in defaultCategories.enumerated() {
+            let category = Category(context: context)
+            category.name = categoryData.name
+            category.colorHex = categoryData.colorHex
+            category.icon = categoryData.icon
+            category.sortOrder = Int16(index)
+        }
+
+        try? context.save()
+    }
+}

InvestmentTracker/Models/CoreData/InvestmentSource+CoreDataClass.swift

@@ -0,0 +1,144 @@
+import Foundation
+import CoreData
+
+@objc(InvestmentSource)
+public class InvestmentSource: NSManagedObject, Identifiable {
+    @nonobjc public class func fetchRequest() -> NSFetchRequest<InvestmentSource> {
+        return NSFetchRequest<InvestmentSource>(entityName: "InvestmentSource")
+    }
+
+    @NSManaged public var id: UUID
+    @NSManaged public var name: String
+    @NSManaged public var notificationFrequency: String
+    @NSManaged public var customFrequencyMonths: Int16
+    @NSManaged public var isActive: Bool
+    @NSManaged public var createdAt: Date
+    @NSManaged public var category: Category?
+    @NSManaged public var snapshots: NSSet?
+
+    public override func awakeFromInsert() {
+        super.awakeFromInsert()
+        id = UUID()
+        createdAt = Date()
+        isActive = true
+        notificationFrequency = NotificationFrequency.monthly.rawValue
+        customFrequencyMonths = 1
+        name = ""
+    }
+}
+
+// MARK: - Notification Frequency
+
+enum NotificationFrequency: String, CaseIterable, Identifiable {
+    case monthly = "monthly"
+    case quarterly = "quarterly"
+    case semiannual = "semiannual"
+    case annual = "annual"
+    case custom = "custom"
+    case never = "never"
+
+    var id: String { rawValue }
+
+    var displayName: String {
+        switch self {
+        case .monthly: return "Monthly"
+        case .quarterly: return "Quarterly"
+        case .semiannual: return "Semi-Annual"
+        case .annual: return "Annual"
+        case .custom: return "Custom"
+        case .never: return "Never"
+        }
+    }
+
+    var months: Int {
+        switch self {
+        case .monthly: return 1
+        case .quarterly: return 3
+        case .semiannual: return 6
+        case .annual: return 12
+        case .custom, .never: return 0
+        }
+    }
+}
+
+// MARK: - Computed Properties
+
+extension InvestmentSource {
+    var snapshotsArray: [Snapshot] {
+        let set = snapshots as? Set<Snapshot> ?? []
+        return set.sorted { $0.date > $1.date }
+    }
+
+    var sortedSnapshotsByDateAscending: [Snapshot] {
+        let set = snapshots as? Set<Snapshot> ?? []
+        return set.sorted { $0.date < $1.date }
+    }
+
+    var latestSnapshot: Snapshot? {
+        snapshotsArray.first
+    }
+
+    var latestValue: Decimal {
+        latestSnapshot?.value?.decimalValue ?? Decimal.zero
+    }
+
+    var snapshotCount: Int {
+        snapshots?.count ?? 0
+    }
+
+    var frequency: NotificationFrequency {
+        NotificationFrequency(rawValue: notificationFrequency) ?? .monthly
+    }
+
+    var nextReminderDate: Date? {
+        guard frequency != .never else { return nil }
+
+        let months = frequency == .custom ? Int(customFrequencyMonths) : frequency.months
+        guard let lastSnapshot = latestSnapshot else {
+            return Date() // Remind now if no snapshots
+        }
+
+        return Calendar.current.date(byAdding: .month, value: months, to: lastSnapshot.date)
+    }
+
+    var needsUpdate: Bool {
+        guard let nextDate = nextReminderDate else { return false }
+        return Date() >= nextDate
+    }
+
+    // MARK: - Performance Metrics
+
+    var totalReturn: Decimal {
+        guard let first = sortedSnapshotsByDateAscending.first,
+              let last = snapshotsArray.first,
+              let firstValue = first.value?.decimalValue,
+              firstValue != Decimal.zero else {
+            return Decimal.zero
+        }
+
+        let lastValue = last.value?.decimalValue ?? Decimal.zero
+        return ((lastValue - firstValue) / firstValue) * 100
+    }
+
+    var totalContributions: Decimal {
+        snapshotsArray.reduce(Decimal.zero) { result, snapshot in
+            result + (snapshot.contribution?.decimalValue ?? Decimal.zero)
+        }
+    }
+}
+
+// MARK: - Generated accessors for snapshots
+
+extension InvestmentSource {
+    @objc(addSnapshotsObject:)
+    @NSManaged public func addToSnapshots(_ value: Snapshot)
+
+    @objc(removeSnapshotsObject:)
+    @NSManaged public func removeFromSnapshots(_ value: Snapshot)
+
+    @objc(addSnapshots:)
+    @NSManaged public func addToSnapshots(_ values: NSSet)
+
+    @objc(removeSnapshots:)
+    @NSManaged public func removeFromSnapshots(_ values: NSSet)
+}

InvestmentTracker/Models/CoreData/InvestmentTracker.xcdatamodeld/InvestmentTracker.xcdatamodel/contents

@@ -0,0 +1,58 @@
+<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
+<model type="com.apple.IDECoreDataModeler.DataModel" documentVersion="1.0" lastSavedToolsVersion="22522" systemVersion="23F79" minimumToolsVersion="Automatic" sourceLanguage="Swift" usedWithCloudKit="YES" userDefinedModelVersionIdentifier="">
+    <entity name="AppSettings" representedClassName="AppSettings" syncable="YES">
+        <attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="currency" attributeType="String" defaultValueString="EUR"/>
+        <attribute name="defaultNotificationTime" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="enableAnalytics" attributeType="Boolean" defaultValueString="YES" usesScalarValueType="YES"/>
+        <attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="lastSyncDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="onboardingCompleted" attributeType="Boolean" defaultValueString="NO" usesScalarValueType="YES"/>
+    </entity>
+    <entity name="Category" representedClassName="Category" syncable="YES">
+        <attribute name="colorHex" attributeType="String" defaultValueString="#3B82F6"/>
+        <attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="icon" attributeType="String" defaultValueString="chart.pie.fill"/>
+        <attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="name" attributeType="String" defaultValueString=""/>
+        <attribute name="sortOrder" attributeType="Integer 16" defaultValueString="0" usesScalarValueType="YES"/>
+        <relationship name="sources" optional="YES" toMany="YES" deletionRule="Cascade" destinationEntity="InvestmentSource" inverseName="category" inverseEntity="InvestmentSource"/>
+    </entity>
+    <entity name="InvestmentSource" representedClassName="InvestmentSource" syncable="YES">
+        <attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="customFrequencyMonths" attributeType="Integer 16" defaultValueString="1" usesScalarValueType="YES"/>
+        <attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="isActive" attributeType="Boolean" defaultValueString="YES" usesScalarValueType="YES"/>
+        <attribute name="name" attributeType="String" defaultValueString=""/>
+        <attribute name="notificationFrequency" attributeType="String" defaultValueString="monthly"/>
+        <relationship name="category" optional="YES" maxCount="1" deletionRule="Nullify" destinationEntity="Category" inverseName="sources" inverseEntity="Category"/>
+        <relationship name="snapshots" optional="YES" toMany="YES" deletionRule="Cascade" destinationEntity="Snapshot" inverseName="source" inverseEntity="Snapshot"/>
+    </entity>
+    <entity name="PredictionCache" representedClassName="PredictionCache" syncable="YES">
+        <attribute name="algorithm" attributeType="String" defaultValueString="linear"/>
+        <attribute name="calculatedAt" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="predictionData" optional="YES" attributeType="Binary"/>
+        <attribute name="sourceId" optional="YES" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="validUntil" attributeType="Date" usesScalarValueType="NO"/>
+    </entity>
+    <entity name="PremiumStatus" representedClassName="PremiumStatus" syncable="YES">
+        <attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="isFamilyShared" attributeType="Boolean" defaultValueString="NO" usesScalarValueType="YES"/>
+        <attribute name="isPremium" attributeType="Boolean" defaultValueString="NO" usesScalarValueType="YES"/>
+        <attribute name="lastVerificationDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="originalPurchaseDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="productIdentifier" optional="YES" attributeType="String"/>
+        <attribute name="purchaseDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="transactionId" optional="YES" attributeType="String"/>
+    </entity>
+    <entity name="Snapshot" representedClassName="Snapshot" syncable="YES">
+        <attribute name="contribution" optional="YES" attributeType="Decimal"/>
+        <attribute name="createdAt" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="date" attributeType="Date" usesScalarValueType="NO"/>
+        <attribute name="id" attributeType="UUID" usesScalarValueType="NO"/>
+        <attribute name="notes" optional="YES" attributeType="String"/>
+        <attribute name="value" optional="YES" attributeType="Decimal"/>
+        <relationship name="source" optional="YES" maxCount="1" deletionRule="Nullify" destinationEntity="InvestmentSource" inverseName="snapshots" inverseEntity="InvestmentSource"/>
+    </entity>
+</model>

InvestmentTracker/Models/CoreData/PredictionCache+CoreDataClass.swift

@@ -0,0 +1,147 @@
+import Foundation
+import CoreData
+
+@objc(PredictionCache)
+public class PredictionCache: NSManagedObject, Identifiable {
+    @nonobjc public class func fetchRequest() -> NSFetchRequest<PredictionCache> {
+        return NSFetchRequest<PredictionCache>(entityName: "PredictionCache")
+    }
+
+    @NSManaged public var id: UUID
+    @NSManaged public var sourceId: UUID?
+    @NSManaged public var algorithm: String
+    @NSManaged public var predictionData: Data?
+    @NSManaged public var calculatedAt: Date
+    @NSManaged public var validUntil: Date
+
+    public override func awakeFromInsert() {
+        super.awakeFromInsert()
+        id = UUID()
+        calculatedAt = Date()
+        // Cache valid for 24 hours
+        validUntil = Calendar.current.date(byAdding: .hour, value: 24, to: Date()) ?? Date()
+        algorithm = PredictionAlgorithm.linear.rawValue
+    }
+}
+
+// MARK: - Prediction Algorithm
+
+enum PredictionAlgorithm: String, CaseIterable, Identifiable {
+    case linear = "linear"
+    case exponentialSmoothing = "exponential_smoothing"
+    case movingAverage = "moving_average"
+
+    var id: String { rawValue }
+
+    var displayName: String {
+        switch self {
+        case .linear: return "Linear Regression"
+        case .exponentialSmoothing: return "Exponential Smoothing"
+        case .movingAverage: return "Moving Average"
+        }
+    }
+
+    var description: String {
+        switch self {
+        case .linear:
+            return "Projects future values based on historical trend line"
+        case .exponentialSmoothing:
+            return "Gives more weight to recent data points"
+        case .movingAverage:
+            return "Smooths out short-term fluctuations"
+        }
+    }
+}
+
+// MARK: - Computed Properties
+
+extension PredictionCache {
+    var isValid: Bool {
+        Date() < validUntil
+    }
+
+    var algorithmType: PredictionAlgorithm {
+        PredictionAlgorithm(rawValue: algorithm) ?? .linear
+    }
+
+    var predictions: [Prediction]? {
+        guard let data = predictionData else { return nil }
+        return try? JSONDecoder().decode([Prediction].self, from: data)
+    }
+}
+
+// MARK: - Static Helpers
+
+extension PredictionCache {
+    static func getCache(
+        for sourceId: UUID?,
+        algorithm: PredictionAlgorithm,
+        in context: NSManagedObjectContext
+    ) -> PredictionCache? {
+        let request: NSFetchRequest<PredictionCache> = PredictionCache.fetchRequest()
+
+        if let sourceId = sourceId {
+            request.predicate = NSPredicate(
+                format: "sourceId == %@ AND algorithm == %@",
+                sourceId as CVarArg,
+                algorithm.rawValue
+            )
+        } else {
+            request.predicate = NSPredicate(
+                format: "sourceId == nil AND algorithm == %@",
+                algorithm.rawValue
+            )
+        }
+
+        request.fetchLimit = 1
+
+        guard let cache = try? context.fetch(request).first,
+              cache.isValid else {
+            return nil
+        }
+
+        return cache
+    }
+
+    static func saveCache(
+        for sourceId: UUID?,
+        algorithm: PredictionAlgorithm,
+        predictions: [Prediction],
+        in context: NSManagedObjectContext
+    ) {
+        // Remove old cache
+        let request: NSFetchRequest<PredictionCache> = PredictionCache.fetchRequest()
+        if let sourceId = sourceId {
+            request.predicate = NSPredicate(
+                format: "sourceId == %@ AND algorithm == %@",
+                sourceId as CVarArg,
+                algorithm.rawValue
+            )
+        } else {
+            request.predicate = NSPredicate(
+                format: "sourceId == nil AND algorithm == %@",
+                algorithm.rawValue
+            )
+        }
+
+        if let oldCache = try? context.fetch(request) {
+            oldCache.forEach { context.delete($0) }
+        }
+
+        // Create new cache
+        let cache = PredictionCache(context: context)
+        cache.sourceId = sourceId
+        cache.algorithm = algorithm.rawValue
+        cache.predictionData = try? JSONEncoder().encode(predictions)
+
+        try? context.save()
+    }
+
+    static func invalidateAll(in context: NSManagedObjectContext) {
+        let request: NSFetchRequest<PredictionCache> = PredictionCache.fetchRequest()
+        if let caches = try? context.fetch(request) {
+            caches.forEach { context.delete($0) }
+        }
+        try? context.save()
+    }
+}

InvestmentTracker/Models/CoreData/PremiumStatus+CoreDataClass.swift

@@ -0,0 +1,82 @@
+import Foundation
+import CoreData
+
+@objc(PremiumStatus)
+public class PremiumStatus: NSManagedObject, Identifiable {
+    @nonobjc public class func fetchRequest() -> NSFetchRequest<PremiumStatus> {
+        return NSFetchRequest<PremiumStatus>(entityName: "PremiumStatus")
+    }
+
+    @NSManaged public var id: UUID
+    @NSManaged public var isPremium: Bool
+    @NSManaged public var purchaseDate: Date?
+    @NSManaged public var productIdentifier: String?
+    @NSManaged public var transactionId: String?
+    @NSManaged public var isFamilyShared: Bool
+    @NSManaged public var lastVerificationDate: Date?
+    @NSManaged public var originalPurchaseDate: Date?
+
+    public override func awakeFromInsert() {
+        super.awakeFromInsert()
+        id = UUID()
+        isPremium = false
+        isFamilyShared = false
+    }
+}
+
+// MARK: - Computed Properties
+
+extension PremiumStatus {
+    var daysSincePurchase: Int? {
+        guard let purchaseDate = purchaseDate else { return nil }
+        return Calendar.current.dateComponents([.day], from: purchaseDate, to: Date()).day
+    }
+
+    var needsVerification: Bool {
+        guard let lastVerification = lastVerificationDate else { return true }
+        let hoursSinceVerification = Calendar.current.dateComponents(
+            [.hour],
+            from: lastVerification,
+            to: Date()
+        ).hour ?? 0
+        return hoursSinceVerification >= 24
+    }
+}
+
+// MARK: - Static Helpers
+
+extension PremiumStatus {
+    static func getOrCreate(in context: NSManagedObjectContext) -> PremiumStatus {
+        let request: NSFetchRequest<PremiumStatus> = PremiumStatus.fetchRequest()
+        request.fetchLimit = 1
+
+        if let existing = try? context.fetch(request).first {
+            return existing
+        }
+
+        let new = PremiumStatus(context: context)
+        try? context.save()
+        return new
+    }
+
+    static func updateStatus(
+        isPremium: Bool,
+        productIdentifier: String?,
+        transactionId: String?,
+        isFamilyShared: Bool,
+        in context: NSManagedObjectContext
+    ) {
+        let status = getOrCreate(in: context)
+        status.isPremium = isPremium
+        status.productIdentifier = productIdentifier
+        status.transactionId = transactionId
+        status.isFamilyShared = isFamilyShared
+        status.lastVerificationDate = Date()
+
+        if isPremium && status.purchaseDate == nil {
+            status.purchaseDate = Date()
+        }
+
+        try? context.save()
+    }
+}

InvestmentTracker/Models/CoreData/Snapshot+CoreDataClass.swift

@@ -0,0 +1,83 @@
+import Foundation
+import CoreData
+
+@objc(Snapshot)
+public class Snapshot: NSManagedObject, Identifiable {
+    @nonobjc public class func fetchRequest() -> NSFetchRequest<Snapshot> {
+        return NSFetchRequest<Snapshot>(entityName: "Snapshot")
+    }
+
+    @NSManaged public var id: UUID
+    @NSManaged public var date: Date
+    @NSManaged public var value: NSDecimalNumber?
+    @NSManaged public var contribution: NSDecimalNumber?
+    @NSManaged public var notes: String?
+    @NSManaged public var createdAt: Date
+    @NSManaged public var source: InvestmentSource?
+
+    public override func awakeFromInsert() {
+        super.awakeFromInsert()
+        id = UUID()
+        date = Date()
+        createdAt = Date()
+    }
+}
+
+// MARK: - Computed Properties
+
+extension Snapshot {
+    var decimalValue: Decimal {
+        value?.decimalValue ?? Decimal.zero
+    }
+
+    var decimalContribution: Decimal {
+        contribution?.decimalValue ?? Decimal.zero
+    }
+
+    var formattedValue: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 2
+        return formatter.string(from: value ?? 0) ?? "€0.00"
+    }
+
+    var formattedDate: String {
+        let formatter = DateFormatter()
+        formatter.dateStyle = .medium
+        formatter.timeStyle = .none
+        return formatter.string(from: date)
+    }
+
+    var monthYearString: String {
+        let formatter = DateFormatter()
+        formatter.dateFormat = "MMM yyyy"
+        return formatter.string(from: date)
+    }
+}
+
+// MARK: - Comparison with Previous
+
+extension Snapshot {
+    func change(from previousSnapshot: Snapshot?) -> Decimal {
+        guard let previous = previousSnapshot,
+              let previousValue = previous.value?.decimalValue,
+              previousValue != Decimal.zero else {
+            return Decimal.zero
+        }
+
+        let currentValue = value?.decimalValue ?? Decimal.zero
+        return currentValue - previousValue
+    }
+
+    func percentageChange(from previousSnapshot: Snapshot?) -> Decimal {
+        guard let previous = previousSnapshot,
+              let previousValue = previous.value?.decimalValue,
+              previousValue != Decimal.zero else {
+            return Decimal.zero
+        }
+
+        let currentValue = value?.decimalValue ?? Decimal.zero
+        return ((currentValue - previousValue) / previousValue) * 100
+    }
+}

InvestmentTracker/Models/CoreDataStack.swift

@@ -0,0 +1,144 @@
+import CoreData
+import CloudKit
+
+class CoreDataStack: ObservableObject {
+    static let shared = CoreDataStack()
+
+    static let appGroupIdentifier = "group.com.yourteam.investmenttracker"
+    static let cloudKitContainerIdentifier = "iCloud.com.yourteam.investmenttracker"
+
+    lazy var persistentContainer: NSPersistentCloudKitContainer = {
+        let container = NSPersistentCloudKitContainer(name: "InvestmentTracker")
+
+        // App Group store URL for sharing with widgets
+        guard let storeURL = FileManager.default
+            .containerURL(forSecurityApplicationGroupIdentifier: Self.appGroupIdentifier)?
+            .appendingPathComponent("InvestmentTracker.sqlite") else {
+            fatalError("Unable to get App Group container URL")
+        }
+
+        let description = NSPersistentStoreDescription(url: storeURL)
+
+        // CloudKit configuration
+        description.cloudKitContainerOptions = NSPersistentCloudKitContainerOptions(
+            containerIdentifier: Self.cloudKitContainerIdentifier
+        )
+
+        // History tracking for sync
+        description.setOption(true as NSNumber, forKey: NSPersistentHistoryTrackingKey)
+        description.setOption(true as NSNumber, forKey: NSPersistentStoreRemoteChangeNotificationPostOptionKey)
+
+        container.persistentStoreDescriptions = [description]
+
+        container.loadPersistentStores { description, error in
+            if let error = error as NSError? {
+                // In production, handle this error appropriately
+                print("Core Data failed to load: \(error), \(error.userInfo)")
+            }
+        }
+
+        // Merge policy - remote changes win
+        container.viewContext.automaticallyMergesChangesFromParent = true
+        container.viewContext.mergePolicy = NSMergeByPropertyObjectTrumpMergePolicy
+
+        // Performance optimizations
+        container.viewContext.undoManager = nil
+        container.viewContext.shouldDeleteInaccessibleFaults = true
+
+        // Listen for remote changes
+        NotificationCenter.default.addObserver(
+            self,
+            selector: #selector(processRemoteChanges),
+            name: .NSPersistentStoreRemoteChange,
+            object: container.persistentStoreCoordinator
+        )
+
+        return container
+    }()
+
+    var viewContext: NSManagedObjectContext {
+        return persistentContainer.viewContext
+    }
+
+    private init() {}
+
+    // MARK: - Save Context
+
+    func save() {
+        let context = viewContext
+        guard context.hasChanges else { return }
+
+        do {
+            try context.save()
+        } catch {
+            let nsError = error as NSError
+            print("Core Data save error: \(nsError), \(nsError.userInfo)")
+        }
+    }
+
+    // MARK: - Background Context
+
+    func newBackgroundContext() -> NSManagedObjectContext {
+        let context = persistentContainer.newBackgroundContext()
+        context.mergePolicy = NSMergeByPropertyObjectTrumpMergePolicy
+        context.undoManager = nil
+        return context
+    }
+
+    func performBackgroundTask(_ block: @escaping (NSManagedObjectContext) -> Void) {
+        persistentContainer.performBackgroundTask(block)
+    }
+
+    // MARK: - Remote Change Handling
+
+    @objc private func processRemoteChanges(_ notification: Notification) {
+        // Process remote changes on main context
+        DispatchQueue.main.async { [weak self] in
+            self?.objectWillChange.send()
+        }
+    }
+
+    // MARK: - Widget Data Refresh
+
+    func refreshWidgetData() {
+        // Trigger widget timeline refresh when data changes
+        #if os(iOS)
+        if #available(iOS 14.0, *) {
+            import WidgetKit
+            WidgetCenter.shared.reloadAllTimelines()
+        }
+        #endif
+    }
+}
+
+// MARK: - Shared Container for Widgets
+
+extension CoreDataStack {
+    static var sharedStoreURL: URL? {
+        return FileManager.default
+            .containerURL(forSecurityApplicationGroupIdentifier: appGroupIdentifier)?
+            .appendingPathComponent("InvestmentTracker.sqlite")
+    }
+
+    /// Creates a lightweight Core Data stack for widgets (read-only)
+    static func createWidgetContainer() -> NSPersistentContainer {
+        let container = NSPersistentContainer(name: "InvestmentTracker")
+
+        guard let storeURL = sharedStoreURL else {
+            fatalError("Unable to get shared store URL")
+        }
+
+        let description = NSPersistentStoreDescription(url: storeURL)
+        description.isReadOnly = true
+
+        container.persistentStoreDescriptions = [description]
+
+        container.loadPersistentStores { _, error in
+            if let error = error {
+                print("Widget Core Data failed: \(error)")
+            }
+        }
+
+        return container
+    }
+}

InvestmentTracker/Models/InvestmentMetrics.swift

@@ -0,0 +1,220 @@
+import Foundation
+
+struct InvestmentMetrics {
+    // Basic Metrics
+    let totalValue: Decimal
+    let totalContributions: Decimal
+    let absoluteReturn: Decimal
+    let percentageReturn: Decimal
+
+    // Advanced Metrics
+    let cagr: Double // Compound Annual Growth Rate
+    let twr: Double // Time-Weighted Return
+    let volatility: Double // Standard deviation annualized
+    let maxDrawdown: Double // Maximum peak-to-trough decline
+    let sharpeRatio: Double // Risk-adjusted return
+    let bestMonth: MonthlyReturn?
+    let worstMonth: MonthlyReturn?
+    let winRate: Double // Percentage of positive months
+    let averageMonthlyReturn: Double
+
+    // Time period
+    let startDate: Date?
+    let endDate: Date?
+    let totalMonths: Int
+
+    struct MonthlyReturn: Identifiable {
+        let id = UUID()
+        let date: Date
+        let returnPercentage: Double
+
+        var formattedDate: String {
+            let formatter = DateFormatter()
+            formatter.dateFormat = "MMM yyyy"
+            return formatter.string(from: date)
+        }
+
+        var formattedReturn: String {
+            String(format: "%.1f%%", returnPercentage)
+        }
+    }
+}
+
+// MARK: - Formatting Helpers
+
+extension InvestmentMetrics {
+    var formattedTotalValue: String {
+        formatCurrency(totalValue)
+    }
+
+    var formattedAbsoluteReturn: String {
+        let prefix = absoluteReturn >= 0 ? "+" : ""
+        return prefix + formatCurrency(absoluteReturn)
+    }
+
+    var formattedPercentageReturn: String {
+        let prefix = percentageReturn >= 0 ? "+" : ""
+        return String(format: "\(prefix)%.2f%%", NSDecimalNumber(decimal: percentageReturn).doubleValue)
+    }
+
+    var formattedCAGR: String {
+        String(format: "%.2f%%", cagr)
+    }
+
+    var formattedTWR: String {
+        String(format: "%.2f%%", twr)
+    }
+
+    var formattedVolatility: String {
+        String(format: "%.2f%%", volatility)
+    }
+
+    var formattedMaxDrawdown: String {
+        String(format: "%.2f%%", maxDrawdown)
+    }
+
+    var formattedSharpeRatio: String {
+        String(format: "%.2f", sharpeRatio)
+    }
+
+    var formattedWinRate: String {
+        String(format: "%.0f%%", winRate)
+    }
+
+    var formattedAverageMonthlyReturn: String {
+        let prefix = averageMonthlyReturn >= 0 ? "+" : ""
+        return String(format: "\(prefix)%.2f%%", averageMonthlyReturn)
+    }
+
+    private func formatCurrency(_ value: Decimal) -> String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 2
+        return formatter.string(from: value as NSDecimalNumber) ?? "€0.00"
+    }
+}
+
+// MARK: - Empty State
+
+extension InvestmentMetrics {
+    static var empty: InvestmentMetrics {
+        InvestmentMetrics(
+            totalValue: 0,
+            totalContributions: 0,
+            absoluteReturn: 0,
+            percentageReturn: 0,
+            cagr: 0,
+            twr: 0,
+            volatility: 0,
+            maxDrawdown: 0,
+            sharpeRatio: 0,
+            bestMonth: nil,
+            worstMonth: nil,
+            winRate: 0,
+            averageMonthlyReturn: 0,
+            startDate: nil,
+            endDate: nil,
+            totalMonths: 0
+        )
+    }
+}
+
+// MARK: - Category Metrics
+
+struct CategoryMetrics: Identifiable {
+    let id: UUID
+    let categoryName: String
+    let colorHex: String
+    let icon: String
+    let totalValue: Decimal
+    let percentageOfPortfolio: Double
+    let metrics: InvestmentMetrics
+
+    var formattedTotalValue: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 0
+        return formatter.string(from: totalValue as NSDecimalNumber) ?? "€0"
+    }
+
+    var formattedPercentage: String {
+        String(format: "%.1f%%", percentageOfPortfolio)
+    }
+}
+
+// MARK: - Portfolio Summary
+
+struct PortfolioSummary {
+    let totalValue: Decimal
+    let totalContributions: Decimal
+    let dayChange: Decimal
+    let dayChangePercentage: Double
+    let weekChange: Decimal
+    let weekChangePercentage: Double
+    let monthChange: Decimal
+    let monthChangePercentage: Double
+    let yearChange: Decimal
+    let yearChangePercentage: Double
+    let allTimeReturn: Decimal
+    let allTimeReturnPercentage: Double
+    let sourceCount: Int
+    let lastUpdated: Date?
+
+    var formattedTotalValue: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 0
+        return formatter.string(from: totalValue as NSDecimalNumber) ?? "€0"
+    }
+
+    var formattedDayChange: String {
+        formatChange(dayChange, dayChangePercentage)
+    }
+
+    var formattedMonthChange: String {
+        formatChange(monthChange, monthChangePercentage)
+    }
+
+    var formattedYearChange: String {
+        formatChange(yearChange, yearChangePercentage)
+    }
+
+    var formattedAllTimeReturn: String {
+        formatChange(allTimeReturn, allTimeReturnPercentage)
+    }
+
+    private func formatChange(_ absolute: Decimal, _ percentage: Double) -> String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 0
+
+        let prefix = absolute >= 0 ? "+" : ""
+        let absString = formatter.string(from: absolute as NSDecimalNumber) ?? "€0"
+        let pctString = String(format: "%.2f%%", percentage)
+
+        return "\(prefix)\(absString) (\(prefix)\(pctString))"
+    }
+
+    static var empty: PortfolioSummary {
+        PortfolioSummary(
+            totalValue: 0,
+            totalContributions: 0,
+            dayChange: 0,
+            dayChangePercentage: 0,
+            weekChange: 0,
+            weekChangePercentage: 0,
+            monthChange: 0,
+            monthChangePercentage: 0,
+            yearChange: 0,
+            yearChangePercentage: 0,
+            allTimeReturn: 0,
+            allTimeReturnPercentage: 0,
+            sourceCount: 0,
+            lastUpdated: nil
+        )
+    }
+}

InvestmentTracker/Models/Prediction.swift

@@ -0,0 +1,106 @@
+import Foundation
+
+struct Prediction: Codable, Identifiable {
+    let id: UUID
+    let date: Date
+    let predictedValue: Decimal
+    let algorithm: PredictionAlgorithm
+    let confidenceInterval: ConfidenceInterval
+
+    init(
+        id: UUID = UUID(),
+        date: Date,
+        predictedValue: Decimal,
+        algorithm: PredictionAlgorithm,
+        confidenceInterval: ConfidenceInterval
+    ) {
+        self.id = id
+        self.date = date
+        self.predictedValue = predictedValue
+        self.algorithm = algorithm
+        self.confidenceInterval = confidenceInterval
+    }
+
+    struct ConfidenceInterval: Codable {
+        let lower: Decimal
+        let upper: Decimal
+
+        var range: Decimal {
+            upper - lower
+        }
+
+        var percentageWidth: Decimal {
+            guard upper != 0 else { return 0 }
+            return (range / upper) * 100
+        }
+    }
+}
+
+// MARK: - Prediction Algorithm Codable
+
+extension PredictionAlgorithm: Codable {}
+
+// MARK: - Prediction Helpers
+
+extension Prediction {
+    var formattedValue: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 0
+        return formatter.string(from: predictedValue as NSDecimalNumber) ?? "€0"
+    }
+
+    var formattedDate: String {
+        let formatter = DateFormatter()
+        formatter.dateFormat = "MMM yyyy"
+        return formatter.string(from: date)
+    }
+
+    var formattedConfidenceRange: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 0
+
+        let lower = formatter.string(from: confidenceInterval.lower as NSDecimalNumber) ?? "€0"
+        let upper = formatter.string(from: confidenceInterval.upper as NSDecimalNumber) ?? "€0"
+
+        return "\(lower) - \(upper)"
+    }
+}
+
+// MARK: - Prediction Result
+
+struct PredictionResult {
+    let predictions: [Prediction]
+    let algorithm: PredictionAlgorithm
+    let accuracy: Double // R-squared or similar metric
+    let volatility: Double
+
+    var isHighConfidence: Bool {
+        accuracy >= 0.7
+    }
+
+    var confidenceLevel: ConfidenceLevel {
+        switch accuracy {
+        case 0.8...: return .high
+        case 0.5..<0.8: return .medium
+        default: return .low
+        }
+    }
+
+    enum ConfidenceLevel: String {
+        case high = "High"
+        case medium = "Medium"
+        case low = "Low"
+
+        var color: String {
+            switch self {
+            case .high: return "#10B981"
+            case .medium: return "#F59E0B"
+            case .low: return "#EF4444"
+            }
+        }
+    }
+}

InvestmentTracker/Repositories/CategoryRepository.swift

@@ -0,0 +1,147 @@
+import Foundation
+import CoreData
+import Combine
+
+class CategoryRepository: ObservableObject {
+    private let context: NSManagedObjectContext
+
+    @Published private(set) var categories: [Category] = []
+
+    init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
+        self.context = context
+        fetchCategories()
+        setupNotificationObserver()
+    }
+
+    private func setupNotificationObserver() {
+        NotificationCenter.default.addObserver(
+            self,
+            selector: #selector(contextDidChange),
+            name: .NSManagedObjectContextObjectsDidChange,
+            object: context
+        )
+    }
+
+    @objc private func contextDidChange(_ notification: Notification) {
+        fetchCategories()
+    }
+
+    // MARK: - Fetch
+
+    func fetchCategories() {
+        let request: NSFetchRequest<Category> = Category.fetchRequest()
+        request.sortDescriptors = [
+            NSSortDescriptor(keyPath: \Category.sortOrder, ascending: true),
+            NSSortDescriptor(keyPath: \Category.name, ascending: true)
+        ]
+
+        do {
+            categories = try context.fetch(request)
+        } catch {
+            print("Failed to fetch categories: \(error)")
+            categories = []
+        }
+    }
+
+    func fetchCategory(by id: UUID) -> Category? {
+        let request: NSFetchRequest<Category> = Category.fetchRequest()
+        request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    // MARK: - Create
+
+    @discardableResult
+    func createCategory(
+        name: String,
+        colorHex: String,
+        icon: String
+    ) -> Category {
+        let category = Category(context: context)
+        category.name = name
+        category.colorHex = colorHex
+        category.icon = icon
+        category.sortOrder = Int16(categories.count)
+
+        save()
+        return category
+    }
+
+    func createDefaultCategoriesIfNeeded() {
+        guard categories.isEmpty else { return }
+        Category.createDefaultCategories(in: context)
+        fetchCategories()
+    }
+
+    // MARK: - Update
+
+    func updateCategory(
+        _ category: Category,
+        name: String? = nil,
+        colorHex: String? = nil,
+        icon: String? = nil
+    ) {
+        if let name = name {
+            category.name = name
+        }
+        if let colorHex = colorHex {
+            category.colorHex = colorHex
+        }
+        if let icon = icon {
+            category.icon = icon
+        }
+
+        save()
+    }
+
+    func updateSortOrder(_ categories: [Category]) {
+        for (index, category) in categories.enumerated() {
+            category.sortOrder = Int16(index)
+        }
+        save()
+    }
+
+    // MARK: - Delete
+
+    func deleteCategory(_ category: Category) {
+        context.delete(category)
+        save()
+    }
+
+    func deleteCategory(at offsets: IndexSet) {
+        for index in offsets {
+            guard index < categories.count else { continue }
+            context.delete(categories[index])
+        }
+        save()
+    }
+
+    // MARK: - Statistics
+
+    var totalValue: Decimal {
+        categories.reduce(Decimal.zero) { $0 + $1.totalValue }
+    }
+
+    func categoryAllocation() -> [(category: Category, percentage: Double)] {
+        let total = totalValue
+        guard total > 0 else { return [] }
+
+        return categories.map { category in
+            let percentage = NSDecimalNumber(decimal: category.totalValue / total).doubleValue * 100
+            return (category: category, percentage: percentage)
+        }.sorted { $0.percentage > $1.percentage }
+    }
+
+    // MARK: - Save
+
+    private func save() {
+        guard context.hasChanges else { return }
+        do {
+            try context.save()
+            fetchCategories()
+        } catch {
+            print("Failed to save context: \(error)")
+        }
+    }
+}

InvestmentTracker/Repositories/InvestmentSourceRepository.swift

@@ -0,0 +1,177 @@
+import Foundation
+import CoreData
+import Combine
+
+class InvestmentSourceRepository: ObservableObject {
+    private let context: NSManagedObjectContext
+
+    @Published private(set) var sources: [InvestmentSource] = []
+
+    init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
+        self.context = context
+        fetchSources()
+        setupNotificationObserver()
+    }
+
+    private func setupNotificationObserver() {
+        NotificationCenter.default.addObserver(
+            self,
+            selector: #selector(contextDidChange),
+            name: .NSManagedObjectContextObjectsDidChange,
+            object: context
+        )
+    }
+
+    @objc private func contextDidChange(_ notification: Notification) {
+        fetchSources()
+    }
+
+    // MARK: - Fetch
+
+    func fetchSources() {
+        let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
+        request.sortDescriptors = [
+            NSSortDescriptor(keyPath: \InvestmentSource.name, ascending: true)
+        ]
+
+        do {
+            sources = try context.fetch(request)
+        } catch {
+            print("Failed to fetch sources: \(error)")
+            sources = []
+        }
+    }
+
+    func fetchSource(by id: UUID) -> InvestmentSource? {
+        let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
+        request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    func fetchSources(for category: Category) -> [InvestmentSource] {
+        let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
+        request.predicate = NSPredicate(format: "category == %@", category)
+        request.sortDescriptors = [
+            NSSortDescriptor(keyPath: \InvestmentSource.name, ascending: true)
+        ]
+
+        return (try? context.fetch(request)) ?? []
+    }
+
+    func fetchActiveSources() -> [InvestmentSource] {
+        sources.filter { $0.isActive }
+    }
+
+    func fetchSourcesNeedingUpdate() -> [InvestmentSource] {
+        sources.filter { $0.needsUpdate }
+    }
+
+    // MARK: - Create
+
+    @discardableResult
+    func createSource(
+        name: String,
+        category: Category,
+        notificationFrequency: NotificationFrequency = .monthly,
+        customFrequencyMonths: Int = 1
+    ) -> InvestmentSource {
+        let source = InvestmentSource(context: context)
+        source.name = name
+        source.category = category
+        source.notificationFrequency = notificationFrequency.rawValue
+        source.customFrequencyMonths = Int16(customFrequencyMonths)
+
+        save()
+        return source
+    }
+
+    // MARK: - Update
+
+    func updateSource(
+        _ source: InvestmentSource,
+        name: String? = nil,
+        category: Category? = nil,
+        notificationFrequency: NotificationFrequency? = nil,
+        customFrequencyMonths: Int? = nil,
+        isActive: Bool? = nil
+    ) {
+        if let name = name {
+            source.name = name
+        }
+        if let category = category {
+            source.category = category
+        }
+        if let frequency = notificationFrequency {
+            source.notificationFrequency = frequency.rawValue
+        }
+        if let customMonths = customFrequencyMonths {
+            source.customFrequencyMonths = Int16(customMonths)
+        }
+        if let isActive = isActive {
+            source.isActive = isActive
+        }
+
+        save()
+    }
+
+    func toggleActive(_ source: InvestmentSource) {
+        source.isActive.toggle()
+        save()
+    }
+
+    // MARK: - Delete
+
+    func deleteSource(_ source: InvestmentSource) {
+        context.delete(source)
+        save()
+    }
+
+    func deleteSource(at offsets: IndexSet) {
+        for index in offsets {
+            guard index < sources.count else { continue }
+            context.delete(sources[index])
+        }
+        save()
+    }
+
+    // MARK: - Statistics
+
+    var sourceCount: Int {
+        sources.count
+    }
+
+    var activeSourceCount: Int {
+        sources.filter { $0.isActive }.count
+    }
+
+    var totalValue: Decimal {
+        sources.reduce(Decimal.zero) { $0 + $1.latestValue }
+    }
+
+    func topSources(limit: Int = 5) -> [InvestmentSource] {
+        sources
+            .sorted { $0.latestValue > $1.latestValue }
+            .prefix(limit)
+            .map { $0 }
+    }
+
+    // MARK: - Freemium Check
+
+    var canAddMoreSources: Bool {
+        // This will be checked against FreemiumValidator
+        true
+    }
+
+    // MARK: - Save
+
+    private func save() {
+        guard context.hasChanges else { return }
+        do {
+            try context.save()
+            fetchSources()
+        } catch {
+            print("Failed to save context: \(error)")
+        }
+    }
+}

InvestmentTracker/Repositories/SnapshotRepository.swift

@@ -0,0 +1,201 @@
+import Foundation
+import CoreData
+import Combine
+
+class SnapshotRepository: ObservableObject {
+    private let context: NSManagedObjectContext
+
+    @Published private(set) var snapshots: [Snapshot] = []
+
+    init(context: NSManagedObjectContext = CoreDataStack.shared.viewContext) {
+        self.context = context
+    }
+
+    // MARK: - Fetch
+
+    func fetchSnapshots(for source: InvestmentSource) -> [Snapshot] {
+        let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
+        request.predicate = NSPredicate(format: "source == %@", source)
+        request.sortDescriptors = [
+            NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
+        ]
+
+        return (try? context.fetch(request)) ?? []
+    }
+
+    func fetchSnapshot(by id: UUID) -> Snapshot? {
+        let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
+        request.predicate = NSPredicate(format: "id == %@", id as CVarArg)
+        request.fetchLimit = 1
+        return try? context.fetch(request).first
+    }
+
+    func fetchAllSnapshots() -> [Snapshot] {
+        let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
+        request.sortDescriptors = [
+            NSSortDescriptor(keyPath: \Snapshot.date, ascending: false)
+        ]
+
+        return (try? context.fetch(request)) ?? []
+    }
+
+    func fetchSnapshots(from startDate: Date, to endDate: Date) -> [Snapshot] {
+        let request: NSFetchRequest<Snapshot> = Snapshot.fetchRequest()
+        request.predicate = NSPredicate(
+            format: "date >= %@ AND date <= %@",
+            startDate as NSDate,
+            endDate as NSDate
+        )
+        request.sortDescriptors = [
+            NSSortDescriptor(keyPath: \Snapshot.date, ascending: true)
+        ]
+
+        return (try? context.fetch(request)) ?? []
+    }
+
+    func fetchLatestSnapshots() -> [Snapshot] {
+        // Get the latest snapshot for each source
+        let request: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
+        let sources = (try? context.fetch(request)) ?? []
+
+        return sources.compactMap { $0.latestSnapshot }
+    }
+
+    // MARK: - Create
+
+    @discardableResult
+    func createSnapshot(
+        for source: InvestmentSource,
+        date: Date = Date(),
+        value: Decimal,
+        contribution: Decimal? = nil,
+        notes: String? = nil
+    ) -> Snapshot {
+        let snapshot = Snapshot(context: context)
+        snapshot.source = source
+        snapshot.date = date
+        snapshot.value = NSDecimalNumber(decimal: value)
+        if let contribution = contribution {
+            snapshot.contribution = NSDecimalNumber(decimal: contribution)
+        }
+        snapshot.notes = notes
+
+        save()
+        return snapshot
+    }
+
+    // MARK: - Update
+
+    func updateSnapshot(
+        _ snapshot: Snapshot,
+        date: Date? = nil,
+        value: Decimal? = nil,
+        contribution: Decimal? = nil,
+        notes: String? = nil
+    ) {
+        if let date = date {
+            snapshot.date = date
+        }
+        if let value = value {
+            snapshot.value = NSDecimalNumber(decimal: value)
+        }
+        if let contribution = contribution {
+            snapshot.contribution = NSDecimalNumber(decimal: contribution)
+        }
+        if let notes = notes {
+            snapshot.notes = notes
+        }
+
+        save()
+    }
+
+    // MARK: - Delete
+
+    func deleteSnapshot(_ snapshot: Snapshot) {
+        context.delete(snapshot)
+        save()
+    }
+
+    func deleteSnapshots(_ snapshots: [Snapshot]) {
+        snapshots.forEach { context.delete($0) }
+        save()
+    }
+
+    func deleteSnapshot(at offsets: IndexSet, from snapshots: [Snapshot]) {
+        for index in offsets {
+            guard index < snapshots.count else { continue }
+            context.delete(snapshots[index])
+        }
+        save()
+    }
+
+    // MARK: - Filtered Fetch (Freemium)
+
+    func fetchSnapshots(
+        for source: InvestmentSource,
+        limitedToMonths months: Int?
+    ) -> [Snapshot] {
+        var snapshots = fetchSnapshots(for: source)
+
+        if let months = months {
+            let cutoffDate = Calendar.current.date(
+                byAdding: .month,
+                value: -months,
+                to: Date()
+            ) ?? Date()
+
+            snapshots = snapshots.filter { $0.date >= cutoffDate }
+        }
+
+        return snapshots
+    }
+
+    // MARK: - Historical Data
+
+    func getMonthlyValues(for source: InvestmentSource) -> [(date: Date, value: Decimal)] {
+        let snapshots = fetchSnapshots(for: source).reversed()
+
+        var monthlyData: [(date: Date, value: Decimal)] = []
+        var processedMonths: Set<String> = []
+
+        let formatter = DateFormatter()
+        formatter.dateFormat = "yyyy-MM"
+
+        for snapshot in snapshots {
+            let monthKey = formatter.string(from: snapshot.date)
+            if !processedMonths.contains(monthKey) {
+                processedMonths.insert(monthKey)
+                monthlyData.append((date: snapshot.date, value: snapshot.decimalValue))
+            }
+        }
+
+        return monthlyData
+    }
+
+    func getPortfolioHistory() -> [(date: Date, totalValue: Decimal)] {
+        let allSnapshots = fetchAllSnapshots()
+
+        // Group by date
+        var dateValues: [Date: Decimal] = [:]
+
+        for snapshot in allSnapshots {
+            let startOfDay = Calendar.current.startOfDay(for: snapshot.date)
+            dateValues[startOfDay, default: Decimal.zero] += snapshot.decimalValue
+        }
+
+        return dateValues
+            .map { (date: $0.key, totalValue: $0.value) }
+            .sorted { $0.date < $1.date }
+    }
+
+    // MARK: - Save
+
+    private func save() {
+        guard context.hasChanges else { return }
+        do {
+            try context.save()
+        } catch {
+            print("Failed to save context: \(error)")
+        }
+    }
+}

InvestmentTracker/Resources/Info.plist

@@ -0,0 +1,118 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
+<plist version="1.0">
+<dict>
+    <!-- App Info -->
+    <key>CFBundleDevelopmentRegion</key>
+    <string>en</string>
+    <key>CFBundleDisplayName</key>
+    <string>Investment Tracker</string>
+    <key>CFBundleExecutable</key>
+    <string>$(EXECUTABLE_NAME)</string>
+    <key>CFBundleIdentifier</key>
+    <string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
+    <key>CFBundleInfoDictionaryVersion</key>
+    <string>6.0</string>
+    <key>CFBundleName</key>
+    <string>$(PRODUCT_NAME)</string>
+    <key>CFBundlePackageType</key>
+    <string>APPL</string>
+    <key>CFBundleShortVersionString</key>
+    <string>1.0</string>
+    <key>CFBundleVersion</key>
+    <string>1</string>
+    <key>LSRequiresIPhoneOS</key>
+    <true/>
+
+    <!-- Supported Orientations -->
+    <key>UIRequiredDeviceCapabilities</key>
+    <array>
+        <string>armv7</string>
+    </array>
+    <key>UISupportedInterfaceOrientations</key>
+    <array>
+        <string>UIInterfaceOrientationPortrait</string>
+        <string>UIInterfaceOrientationLandscapeLeft</string>
+        <string>UIInterfaceOrientationLandscapeRight</string>
+    </array>
+    <key>UISupportedInterfaceOrientations~ipad</key>
+    <array>
+        <string>UIInterfaceOrientationPortrait</string>
+        <string>UIInterfaceOrientationPortraitUpsideDown</string>
+        <string>UIInterfaceOrientationLandscapeLeft</string>
+        <string>UIInterfaceOrientationLandscapeRight</string>
+    </array>
+
+    <!-- Launch Screen -->
+    <key>UILaunchScreen</key>
+    <dict/>
+
+    <!-- Scene Configuration -->
+    <key>UIApplicationSceneManifest</key>
+    <dict>
+        <key>UIApplicationSupportsMultipleScenes</key>
+        <true/>
+    </dict>
+
+    <!-- AdMob App ID - REPLACE WITH YOUR REAL APP ID FOR PRODUCTION -->
+    <key>GADApplicationIdentifier</key>
+    <string>ca-app-pub-3940256099942544~1458002511</string>
+
+    <!-- AdMob Delay App Measurement -->
+    <key>GADDelayAppMeasurementInit</key>
+    <true/>
+
+    <!-- App Tracking Transparency -->
+    <key>NSUserTrackingUsageDescription</key>
+    <string>This app uses tracking to provide personalized ads and improve your experience. Your data is not sold to third parties.</string>
+
+    <!-- iCloud -->
+    <key>NSUbiquitousContainerIsDocumentScopePublic</key>
+    <true/>
+
+    <!-- Background Modes -->
+    <key>UIBackgroundModes</key>
+    <array>
+        <string>fetch</string>
+        <string>remote-notification</string>
+    </array>
+
+    <!-- Privacy Descriptions -->
+    <key>NSCalendarsUsageDescription</key>
+    <string>Used to set investment update reminders.</string>
+
+    <!-- URL Schemes for Deep Linking -->
+    <key>CFBundleURLTypes</key>
+    <array>
+        <dict>
+            <key>CFBundleURLName</key>
+            <string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
+            <key>CFBundleURLSchemes</key>
+            <array>
+                <string>investmenttracker</string>
+            </array>
+        </dict>
+    </array>
+
+    <!-- Supports iPad Multitasking -->
+    <key>UISupportsDocumentBrowser</key>
+    <false/>
+
+    <!-- App Transport Security -->
+    <key>NSAppTransportSecurity</key>
+    <dict>
+        <key>NSAllowsArbitraryLoads</key>
+        <false/>
+        <key>NSAllowsArbitraryLoadsForMedia</key>
+        <false/>
+        <key>NSAllowsArbitraryLoadsInWebContent</key>
+        <false/>
+    </dict>
+
+    <!-- Status Bar Style -->
+    <key>UIStatusBarStyle</key>
+    <string>UIStatusBarStyleDefault</string>
+    <key>UIViewControllerBasedStatusBarAppearance</key>
+    <true/>
+</dict>
+</plist>

InvestmentTracker/Resources/Localizable.strings

@@ -0,0 +1,188 @@
+/*
+  Localizable.strings
+  InvestmentTracker
+
+  English (Base) localization
+*/
+
+// MARK: - General
+"app_name" = "Investment Tracker";
+"ok" = "OK";
+"cancel" = "Cancel";
+"save" = "Save";
+"delete" = "Delete";
+"edit" = "Edit";
+"add" = "Add";
+"done" = "Done";
+"close" = "Close";
+"continue" = "Continue";
+"skip" = "Skip";
+"error" = "Error";
+"success" = "Success";
+"loading" = "Loading...";
+
+// MARK: - Tab Bar
+"tab_dashboard" = "Dashboard";
+"tab_sources" = "Sources";
+"tab_charts" = "Charts";
+"tab_settings" = "Settings";
+
+// MARK: - Dashboard
+"dashboard_title" = "Dashboard";
+"total_portfolio_value" = "Total Portfolio Value";
+"today" = "today";
+"returns" = "Returns";
+"by_category" = "By Category";
+"pending_updates" = "Pending Updates";
+"see_all" = "See All";
+
+// MARK: - Sources
+"sources_title" = "Sources";
+"add_source" = "Add Source";
+"source_name" = "Source Name";
+"select_category" = "Select Category";
+"initial_value" = "Initial Value";
+"initial_value_optional" = "Initial Value (Optional)";
+"reminder_frequency" = "Reminder Frequency";
+"source_limit_warning" = "Source limit reached. Upgrade to Premium for unlimited sources.";
+"no_sources" = "No Investment Sources";
+"no_sources_message" = "Add your first investment source to start tracking your portfolio.";
+
+// MARK: - Snapshots
+"add_snapshot" = "Add Snapshot";
+"edit_snapshot" = "Edit Snapshot";
+"snapshot_date" = "Date";
+"snapshot_value" = "Value";
+"snapshot_contribution" = "Contribution";
+"contribution_optional" = "Contribution (Optional)";
+"notes" = "Notes";
+"notes_optional" = "Notes (Optional)";
+"previous_value" = "Previous: %@";
+"change_from_previous" = "Change from previous";
+
+// MARK: - Charts
+"charts_title" = "Charts";
+"evolution" = "Evolution";
+"allocation" = "Allocation";
+"performance" = "Performance";
+"drawdown" = "Drawdown";
+"volatility" = "Volatility";
+"prediction" = "Prediction";
+"portfolio_evolution" = "Portfolio Evolution";
+"asset_allocation" = "Asset Allocation";
+"performance_by_category" = "Performance by Category";
+"drawdown_analysis" = "Drawdown Analysis";
+"prediction_12_month" = "12-Month Prediction";
+"not_enough_data" = "Not enough data";
+
+// MARK: - Metrics
+"cagr" = "CAGR";
+"twr" = "TWR";
+"max_drawdown" = "Max Drawdown";
+"sharpe_ratio" = "Sharpe Ratio";
+"win_rate" = "Win Rate";
+"avg_monthly" = "Avg Monthly";
+"best_month" = "Best Month";
+"worst_month" = "Worst Month";
+
+// MARK: - Premium
+"premium" = "Premium";
+"upgrade_to_premium" = "Upgrade to Premium";
+"unlock_full_potential" = "Unlock Full Potential";
+"one_time_purchase" = "One-time purchase";
+"includes_family_sharing" = "Includes Family Sharing";
+"upgrade_now" = "Upgrade Now";
+"restore_purchases" = "Restore Purchases";
+"premium_active" = "Premium Active";
+"premium_feature" = "Premium Feature";
+"unlock" = "Unlock";
+
+// Premium Features
+"feature_unlimited_sources" = "Unlimited Sources";
+"feature_unlimited_sources_desc" = "Track as many investments as you want";
+"feature_full_history" = "Full History";
+"feature_full_history_desc" = "Access your complete investment history";
+"feature_advanced_charts" = "Advanced Charts";
+"feature_advanced_charts_desc" = "5 types of detailed analytics charts";
+"feature_predictions" = "Predictions";
+"feature_predictions_desc" = "AI-powered 12-month forecasts";
+"feature_export" = "Export Data";
+"feature_export_desc" = "Export to CSV and JSON formats";
+"feature_no_ads" = "No Ads";
+"feature_no_ads_desc" = "Ad-free experience forever";
+
+// MARK: - Settings
+"settings_title" = "Settings";
+"subscription" = "Subscription";
+"notifications" = "Notifications";
+"default_reminder_time" = "Default Reminder Time";
+"data" = "Data";
+"export_data" = "Export Data";
+"total_sources" = "Total Sources";
+"total_snapshots" = "Total Snapshots";
+"storage_used" = "Storage Used";
+"about" = "About";
+"version" = "Version";
+"privacy_policy" = "Privacy Policy";
+"terms_of_service" = "Terms of Service";
+"support" = "Support";
+"rate_app" = "Rate App";
+"danger_zone" = "Danger Zone";
+"reset_all_data" = "Reset All Data";
+"reset_confirmation" = "This will permanently delete all your investment data. This action cannot be undone.";
+
+// MARK: - Notification Frequencies
+"frequency_monthly" = "Monthly";
+"frequency_quarterly" = "Quarterly";
+"frequency_semiannual" = "Semi-Annual";
+"frequency_annual" = "Annual";
+"frequency_custom" = "Custom";
+"frequency_never" = "Never";
+"every_n_months" = "Every %d month(s)";
+
+// MARK: - Categories
+"category_stocks" = "Stocks";
+"category_bonds" = "Bonds";
+"category_real_estate" = "Real Estate";
+"category_crypto" = "Crypto";
+"category_cash" = "Cash";
+"category_etfs" = "ETFs";
+"category_retirement" = "Retirement";
+"category_other" = "Other";
+"uncategorized" = "Uncategorized";
+
+// MARK: - Time Ranges
+"time_1m" = "1M";
+"time_3m" = "3M";
+"time_6m" = "6M";
+"time_1y" = "1Y";
+"time_all" = "All";
+
+// MARK: - Export
+"export_format" = "Select Format";
+"export_csv" = "CSV";
+"export_csv_desc" = "Compatible with Excel, Google Sheets";
+"export_json" = "JSON";
+"export_json_desc" = "Full data structure for backup";
+
+// MARK: - Onboarding
+"onboarding_track_title" = "Track Your Investments";
+"onboarding_track_desc" = "Monitor all your investment sources in one place. Stocks, bonds, real estate, crypto, and more.";
+"onboarding_visualize_title" = "Visualize Your Growth";
+"onboarding_visualize_desc" = "Beautiful charts show your portfolio evolution, allocation, and performance over time.";
+"onboarding_reminders_title" = "Never Miss an Update";
+"onboarding_reminders_desc" = "Set reminders to track your investments regularly. Monthly, quarterly, or custom schedules.";
+"onboarding_sync_title" = "Sync Everywhere";
+"onboarding_sync_desc" = "Your data syncs automatically via iCloud across all your Apple devices.";
+"get_started" = "Get Started";
+
+// MARK: - Errors
+"error_generic" = "An error occurred. Please try again.";
+"error_no_purchases" = "No purchases found to restore";
+"error_purchase_failed" = "Purchase failed: %@";
+"error_export_failed" = "Export failed. Please try again.";
+
+// MARK: - Placeholders
+"placeholder_source_name" = "e.g., Vanguard 401k";
+"placeholder_value" = "0.00";
+"placeholder_notes" = "Add notes...";

InvestmentTracker/Services/AdMobService.swift

@@ -0,0 +1,177 @@
+import Foundation
+import GoogleMobileAds
+import AppTrackingTransparency
+import AdSupport
+
+@MainActor
+class AdMobService: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published var isConsentObtained = false
+    @Published var canShowAds = false
+    @Published var isLoading = false
+
+    // MARK: - Ad Unit IDs
+
+    // Test Ad Unit IDs - Replace with production IDs before release
+    #if DEBUG
+    static let bannerAdUnitID = "ca-app-pub-3940256099942544/2934735716"
+    #else
+    static let bannerAdUnitID = "ca-app-pub-XXXXXXXXXXXXXXXX/YYYYYYYYYY" // Replace with your Ad Unit ID
+    #endif
+
+    // MARK: - Initialization
+
+    init() {
+        checkConsentStatus()
+    }
+
+    // MARK: - Consent Management
+
+    func checkConsentStatus() {
+        // Check if we already have consent
+        let consentStatus = UserDefaults.standard.bool(forKey: "adConsentObtained")
+        isConsentObtained = consentStatus
+        canShowAds = consentStatus
+    }
+
+    func requestConsent() async {
+        // Request App Tracking Transparency authorization
+        if #available(iOS 14.5, *) {
+            let status = await ATTrackingManager.requestTrackingAuthorization()
+
+            switch status {
+            case .authorized:
+                isConsentObtained = true
+                canShowAds = true
+            case .denied, .restricted:
+                // Can still show non-personalized ads
+                isConsentObtained = true
+                canShowAds = true
+            case .notDetermined:
+                // Will be asked again later
+                break
+            @unknown default:
+                break
+            }
+        } else {
+            // iOS 14.4 and earlier - consent assumed
+            isConsentObtained = true
+            canShowAds = true
+        }
+
+        UserDefaults.standard.set(isConsentObtained, forKey: "adConsentObtained")
+    }
+
+    // MARK: - GDPR Consent (UMP SDK)
+
+    func requestGDPRConsent() async {
+        // Implement UMP SDK consent flow if targeting EU users
+        // This is a simplified version - full implementation requires UMP SDK
+
+        let isEUUser = isUserInEU()
+
+        if isEUUser {
+            // Show GDPR consent dialog
+            // For now, assume consent if user continues
+            isConsentObtained = true
+            canShowAds = true
+        } else {
+            isConsentObtained = true
+            canShowAds = true
+        }
+
+        UserDefaults.standard.set(isConsentObtained, forKey: "adConsentObtained")
+    }
+
+    private func isUserInEU() -> Bool {
+        let euCountries = [
+            "AT", "BE", "BG", "HR", "CY", "CZ", "DK", "EE", "FI", "FR",
+            "DE", "GR", "HU", "IE", "IT", "LV", "LT", "LU", "MT", "NL",
+            "PL", "PT", "RO", "SK", "SI", "ES", "SE", "GB", "IS", "LI",
+            "NO", "CH"
+        ]
+
+        let countryCode = Locale.current.region?.identifier ?? ""
+        return euCountries.contains(countryCode)
+    }
+
+    // MARK: - Analytics
+
+    func logAdImpression() {
+        FirebaseService.shared.logAdImpression(adType: "banner")
+    }
+
+    func logAdClick() {
+        FirebaseService.shared.logAdClick(adType: "banner")
+    }
+}
+
+// MARK: - Banner Ad Coordinator
+
+class BannerAdCoordinator: NSObject, GADBannerViewDelegate {
+    weak var adMobService: AdMobService?
+
+    func bannerViewDidReceiveAd(_ bannerView: GADBannerView) {
+        print("Banner ad received")
+        adMobService?.logAdImpression()
+    }
+
+    func bannerView(_ bannerView: GADBannerView, didFailToReceiveAdWithError error: Error) {
+        print("Banner ad failed to load: \(error.localizedDescription)")
+    }
+
+    func bannerViewDidRecordImpression(_ bannerView: GADBannerView) {
+        // Impression recorded
+    }
+
+    func bannerViewDidRecordClick(_ bannerView: GADBannerView) {
+        adMobService?.logAdClick()
+    }
+
+    func bannerViewWillPresentScreen(_ bannerView: GADBannerView) {
+        // Ad will present full screen
+    }
+
+    func bannerViewWillDismissScreen(_ bannerView: GADBannerView) {
+        // Ad will dismiss
+    }
+
+    func bannerViewDidDismissScreen(_ bannerView: GADBannerView) {
+        // Ad dismissed
+    }
+}
+
+// MARK: - UIKit Banner View Wrapper
+
+import SwiftUI
+
+struct BannerAdView: UIViewRepresentable {
+    @EnvironmentObject var adMobService: AdMobService
+
+    func makeUIView(context: Context) -> GADBannerView {
+        let bannerView = GADBannerView(adSize: GADAdSizeBanner)
+        bannerView.adUnitID = AdMobService.bannerAdUnitID
+
+        // Get root view controller
+        if let windowScene = UIApplication.shared.connectedScenes.first as? UIWindowScene,
+           let rootViewController = windowScene.windows.first?.rootViewController {
+            bannerView.rootViewController = rootViewController
+        }
+
+        bannerView.delegate = context.coordinator
+        bannerView.load(GADRequest())
+
+        return bannerView
+    }
+
+    func updateUIView(_ uiView: GADBannerView, context: Context) {
+        // Banner updates automatically
+    }
+
+    func makeCoordinator() -> BannerAdCoordinator {
+        let coordinator = BannerAdCoordinator()
+        coordinator.adMobService = adMobService
+        return coordinator
+    }
+}

InvestmentTracker/Services/CalculationService.swift

@@ -0,0 +1,334 @@
+import Foundation
+
+class CalculationService {
+    static let shared = CalculationService()
+
+    private init() {}
+
+    // MARK: - Portfolio Summary
+
+    func calculatePortfolioSummary(
+        from sources: [InvestmentSource],
+        snapshots: [Snapshot]
+    ) -> PortfolioSummary {
+        let totalValue = sources.reduce(Decimal.zero) { $0 + $1.latestValue }
+        let totalContributions = sources.reduce(Decimal.zero) { $0 + $1.totalContributions }
+
+        // Calculate period changes
+        let now = Date()
+        let dayAgo = Calendar.current.date(byAdding: .day, value: -1, to: now) ?? now
+        let weekAgo = Calendar.current.date(byAdding: .weekOfYear, value: -1, to: now) ?? now
+        let monthAgo = Calendar.current.date(byAdding: .month, value: -1, to: now) ?? now
+        let yearAgo = Calendar.current.date(byAdding: .year, value: -1, to: now) ?? now
+
+        let dayChange = calculatePeriodChange(sources: sources, from: dayAgo)
+        let weekChange = calculatePeriodChange(sources: sources, from: weekAgo)
+        let monthChange = calculatePeriodChange(sources: sources, from: monthAgo)
+        let yearChange = calculatePeriodChange(sources: sources, from: yearAgo)
+
+        let allTimeReturn = totalValue - totalContributions
+        let allTimeReturnPercentage = totalContributions > 0
+            ? NSDecimalNumber(decimal: allTimeReturn / totalContributions).doubleValue * 100
+            : 0
+
+        let lastUpdated = snapshots.map { $0.date }.max()
+
+        return PortfolioSummary(
+            totalValue: totalValue,
+            totalContributions: totalContributions,
+            dayChange: dayChange.absolute,
+            dayChangePercentage: dayChange.percentage,
+            weekChange: weekChange.absolute,
+            weekChangePercentage: weekChange.percentage,
+            monthChange: monthChange.absolute,
+            monthChangePercentage: monthChange.percentage,
+            yearChange: yearChange.absolute,
+            yearChangePercentage: yearChange.percentage,
+            allTimeReturn: allTimeReturn,
+            allTimeReturnPercentage: allTimeReturnPercentage,
+            sourceCount: sources.count,
+            lastUpdated: lastUpdated
+        )
+    }
+
+    private func calculatePeriodChange(
+        sources: [InvestmentSource],
+        from startDate: Date
+    ) -> (absolute: Decimal, percentage: Double) {
+        var previousTotal: Decimal = 0
+        var currentTotal: Decimal = 0
+
+        for source in sources {
+            currentTotal += source.latestValue
+
+            // Find snapshot closest to start date
+            let snapshots = source.sortedSnapshotsByDateAscending
+            let previousSnapshot = snapshots.last { $0.date <= startDate } ?? snapshots.first
+            previousTotal += previousSnapshot?.decimalValue ?? 0
+        }
+
+        let absolute = currentTotal - previousTotal
+        let percentage = previousTotal > 0
+            ? NSDecimalNumber(decimal: absolute / previousTotal).doubleValue * 100
+            : 0
+
+        return (absolute, percentage)
+    }
+
+    // MARK: - Investment Metrics
+
+    func calculateMetrics(for snapshots: [Snapshot]) -> InvestmentMetrics {
+        guard !snapshots.isEmpty else { return .empty }
+
+        let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
+        let values = sortedSnapshots.map { $0.decimalValue }
+
+        guard let firstValue = values.first,
+              let lastValue = values.last,
+              firstValue != 0 else {
+            return .empty
+        }
+
+        let totalValue = lastValue
+        let totalContributions = sortedSnapshots.reduce(Decimal.zero) { $0 + $1.decimalContribution }
+        let absoluteReturn = lastValue - firstValue
+        let percentageReturn = (absoluteReturn / firstValue) * 100
+
+        // Calculate monthly returns for advanced metrics
+        let monthlyReturns = calculateMonthlyReturns(from: sortedSnapshots)
+
+        let cagr = calculateCAGR(
+            startValue: firstValue,
+            endValue: lastValue,
+            startDate: sortedSnapshots.first?.date ?? Date(),
+            endDate: sortedSnapshots.last?.date ?? Date()
+        )
+
+        let twr = calculateTWR(snapshots: sortedSnapshots)
+        let volatility = calculateVolatility(monthlyReturns: monthlyReturns)
+        let maxDrawdown = calculateMaxDrawdown(values: values)
+        let sharpeRatio = calculateSharpeRatio(
+            averageReturn: monthlyReturns.map { $0.returnPercentage }.average(),
+            volatility: volatility
+        )
+
+        let winRate = calculateWinRate(monthlyReturns: monthlyReturns)
+        let averageMonthlyReturn = monthlyReturns.map { $0.returnPercentage }.average()
+
+        return InvestmentMetrics(
+            totalValue: totalValue,
+            totalContributions: totalContributions,
+            absoluteReturn: absoluteReturn,
+            percentageReturn: percentageReturn,
+            cagr: cagr,
+            twr: twr,
+            volatility: volatility,
+            maxDrawdown: maxDrawdown,
+            sharpeRatio: sharpeRatio,
+            bestMonth: monthlyReturns.max(by: { $0.returnPercentage < $1.returnPercentage }),
+            worstMonth: monthlyReturns.min(by: { $0.returnPercentage < $1.returnPercentage }),
+            winRate: winRate,
+            averageMonthlyReturn: averageMonthlyReturn,
+            startDate: sortedSnapshots.first?.date,
+            endDate: sortedSnapshots.last?.date,
+            totalMonths: monthlyReturns.count
+        )
+    }
+
+    // MARK: - CAGR (Compound Annual Growth Rate)
+
+    func calculateCAGR(
+        startValue: Decimal,
+        endValue: Decimal,
+        startDate: Date,
+        endDate: Date
+    ) -> Double {
+        guard startValue > 0 else { return 0 }
+
+        let years = Calendar.current.dateComponents(
+            [.day],
+            from: startDate,
+            to: endDate
+        ).day.map { Double($0) / 365.25 } ?? 0
+
+        guard years > 0 else { return 0 }
+
+        let ratio = NSDecimalNumber(decimal: endValue / startValue).doubleValue
+        let cagr = pow(ratio, 1 / years) - 1
+
+        return cagr * 100
+    }
+
+    // MARK: - TWR (Time-Weighted Return)
+
+    func calculateTWR(snapshots: [Snapshot]) -> Double {
+        guard snapshots.count >= 2 else { return 0 }
+
+        var twr: Double = 1.0
+
+        for i in 1..<snapshots.count {
+            let previousValue = snapshots[i-1].decimalValue
+            let currentValue = snapshots[i].decimalValue
+            let contribution = snapshots[i].decimalContribution
+
+            guard previousValue > 0 else { continue }
+
+            // Adjust for contributions
+            let adjustedPreviousValue = previousValue + contribution
+            let periodReturn = NSDecimalNumber(
+                decimal: currentValue / adjustedPreviousValue
+            ).doubleValue
+
+            twr *= periodReturn
+        }
+
+        return (twr - 1) * 100
+    }
+
+    // MARK: - Volatility (Annualized Standard Deviation)
+
+    func calculateVolatility(monthlyReturns: [InvestmentMetrics.MonthlyReturn]) -> Double {
+        let returns = monthlyReturns.map { $0.returnPercentage }
+        guard returns.count >= 2 else { return 0 }
+
+        let mean = returns.average()
+        let squaredDifferences = returns.map { pow($0 - mean, 2) }
+        let variance = squaredDifferences.reduce(0, +) / Double(returns.count - 1)
+        let stdDev = sqrt(variance)
+
+        // Annualize (multiply by sqrt(12) for monthly data)
+        return stdDev * sqrt(12)
+    }
+
+    // MARK: - Max Drawdown
+
+    func calculateMaxDrawdown(values: [Decimal]) -> Double {
+        guard !values.isEmpty else { return 0 }
+
+        var maxDrawdown: Double = 0
+        var peak = values[0]
+
+        for value in values {
+            if value > peak {
+                peak = value
+            }
+
+            guard peak > 0 else { continue }
+
+            let drawdown = NSDecimalNumber(
+                decimal: (peak - value) / peak
+            ).doubleValue * 100
+
+            maxDrawdown = max(maxDrawdown, drawdown)
+        }
+
+        return maxDrawdown
+    }
+
+    // MARK: - Sharpe Ratio
+
+    func calculateSharpeRatio(
+        averageReturn: Double,
+        volatility: Double,
+        riskFreeRate: Double = 2.0 // Assume 2% annual risk-free rate
+    ) -> Double {
+        guard volatility > 0 else { return 0 }
+
+        // Convert to monthly risk-free rate
+        let monthlyRiskFree = riskFreeRate / 12
+
+        return (averageReturn - monthlyRiskFree) / volatility * sqrt(12)
+    }
+
+    // MARK: - Win Rate
+
+    func calculateWinRate(monthlyReturns: [InvestmentMetrics.MonthlyReturn]) -> Double {
+        guard !monthlyReturns.isEmpty else { return 0 }
+
+        let positiveMonths = monthlyReturns.filter { $0.returnPercentage > 0 }.count
+        return Double(positiveMonths) / Double(monthlyReturns.count) * 100
+    }
+
+    // MARK: - Monthly Returns
+
+    func calculateMonthlyReturns(from snapshots: [Snapshot]) -> [InvestmentMetrics.MonthlyReturn] {
+        guard snapshots.count >= 2 else { return [] }
+
+        var monthlyReturns: [InvestmentMetrics.MonthlyReturn] = []
+        let calendar = Calendar.current
+
+        // Group snapshots by month
+        var monthlySnapshots: [String: [Snapshot]] = [:]
+        let formatter = DateFormatter()
+        formatter.dateFormat = "yyyy-MM"
+
+        for snapshot in snapshots {
+            let key = formatter.string(from: snapshot.date)
+            monthlySnapshots[key, default: []].append(snapshot)
+        }
+
+        // Sort months
+        let sortedMonths = monthlySnapshots.keys.sorted()
+
+        for i in 1..<sortedMonths.count {
+            let previousMonth = sortedMonths[i-1]
+            let currentMonth = sortedMonths[i]
+
+            guard let previousSnapshots = monthlySnapshots[previousMonth],
+                  let currentSnapshots = monthlySnapshots[currentMonth],
+                  let previousValue = previousSnapshots.last?.decimalValue,
+                  let currentValue = currentSnapshots.last?.decimalValue,
+                  previousValue > 0 else {
+                continue
+            }
+
+            let returnPercentage = NSDecimalNumber(
+                decimal: (currentValue - previousValue) / previousValue
+            ).doubleValue * 100
+
+            if let date = formatter.date(from: currentMonth) {
+                monthlyReturns.append(InvestmentMetrics.MonthlyReturn(
+                    date: date,
+                    returnPercentage: returnPercentage
+                ))
+            }
+        }
+
+        return monthlyReturns
+    }
+
+    // MARK: - Category Metrics
+
+    func calculateCategoryMetrics(
+        for categories: [Category],
+        totalPortfolioValue: Decimal
+    ) -> [CategoryMetrics] {
+        categories.map { category in
+            let allSnapshots = category.sourcesArray.flatMap { $0.snapshotsArray }
+            let metrics = calculateMetrics(for: allSnapshots)
+
+            let percentage = totalPortfolioValue > 0
+                ? NSDecimalNumber(decimal: category.totalValue / totalPortfolioValue).doubleValue * 100
+                : 0
+
+            return CategoryMetrics(
+                id: category.id,
+                categoryName: category.name,
+                colorHex: category.colorHex,
+                icon: category.icon,
+                totalValue: category.totalValue,
+                percentageOfPortfolio: percentage,
+                metrics: metrics
+            )
+        }
+    }
+}
+
+// MARK: - Array Extension
+
+extension Array where Element == Double {
+    func average() -> Double {
+        guard !isEmpty else { return 0 }
+        return reduce(0, +) / Double(count)
+    }
+}

InvestmentTracker/Services/ExportService.swift

@@ -0,0 +1,239 @@
+import Foundation
+import UIKit
+
+class ExportService {
+    static let shared = ExportService()
+
+    private init() {}
+
+    // MARK: - Export Formats
+
+    enum ExportFormat: String, CaseIterable, Identifiable {
+        case csv = "CSV"
+        case json = "JSON"
+
+        var id: String { rawValue }
+
+        var fileExtension: String {
+            switch self {
+            case .csv: return "csv"
+            case .json: return "json"
+            }
+        }
+
+        var mimeType: String {
+            switch self {
+            case .csv: return "text/csv"
+            case .json: return "application/json"
+            }
+        }
+    }
+
+    // MARK: - Export Data
+
+    func exportToCSV(
+        sources: [InvestmentSource],
+        categories: [Category]
+    ) -> String {
+        var csv = "Category,Source,Date,Value (EUR),Contribution (EUR),Notes\n"
+
+        for source in sources.sorted(by: { $0.name < $1.name }) {
+            let categoryName = source.category?.name ?? "Uncategorized"
+
+            for snapshot in source.snapshotsArray {
+                let date = formatDate(snapshot.date)
+                let value = formatDecimal(snapshot.decimalValue)
+                let contribution = snapshot.contribution != nil
+                    ? formatDecimal(snapshot.decimalContribution)
+                    : ""
+                let notes = escapeCSV(snapshot.notes ?? "")
+
+                csv += "\(escapeCSV(categoryName)),\(escapeCSV(source.name)),\(date),\(value),\(contribution),\(notes)\n"
+            }
+        }
+
+        return csv
+    }
+
+    func exportToJSON(
+        sources: [InvestmentSource],
+        categories: [Category]
+    ) -> String {
+        var exportData: [String: Any] = [:]
+        exportData["exportDate"] = ISO8601DateFormatter().string(from: Date())
+        exportData["currency"] = "EUR"
+
+        // Export categories
+        var categoriesArray: [[String: Any]] = []
+        for category in categories {
+            var categoryDict: [String: Any] = [
+                "id": category.id.uuidString,
+                "name": category.name,
+                "color": category.colorHex,
+                "icon": category.icon
+            ]
+
+            // Export sources in this category
+            var sourcesArray: [[String: Any]] = []
+            for source in category.sourcesArray {
+                var sourceDict: [String: Any] = [
+                    "id": source.id.uuidString,
+                    "name": source.name,
+                    "isActive": source.isActive,
+                    "notificationFrequency": source.notificationFrequency
+                ]
+
+                // Export snapshots
+                var snapshotsArray: [[String: Any]] = []
+                for snapshot in source.snapshotsArray {
+                    var snapshotDict: [String: Any] = [
+                        "id": snapshot.id.uuidString,
+                        "date": ISO8601DateFormatter().string(from: snapshot.date),
+                        "value": NSDecimalNumber(decimal: snapshot.decimalValue).doubleValue
+                    ]
+
+                    if snapshot.contribution != nil {
+                        snapshotDict["contribution"] = NSDecimalNumber(
+                            decimal: snapshot.decimalContribution
+                        ).doubleValue
+                    }
+
+                    if let notes = snapshot.notes, !notes.isEmpty {
+                        snapshotDict["notes"] = notes
+                    }
+
+                    snapshotsArray.append(snapshotDict)
+                }
+
+                sourceDict["snapshots"] = snapshotsArray
+                sourcesArray.append(sourceDict)
+            }
+
+            categoryDict["sources"] = sourcesArray
+            categoriesArray.append(categoryDict)
+        }
+
+        exportData["categories"] = categoriesArray
+
+        // Add summary
+        let totalValue = sources.reduce(Decimal.zero) { $0 + $1.latestValue }
+        exportData["summary"] = [
+            "totalSources": sources.count,
+            "totalCategories": categories.count,
+            "totalValue": NSDecimalNumber(decimal: totalValue).doubleValue,
+            "totalSnapshots": sources.reduce(0) { $0 + $1.snapshotCount }
+        ]
+
+        // Convert to JSON
+        do {
+            let jsonData = try JSONSerialization.data(
+                withJSONObject: exportData,
+                options: [.prettyPrinted, .sortedKeys]
+            )
+            return String(data: jsonData, encoding: .utf8) ?? "{}"
+        } catch {
+            print("JSON export error: \(error)")
+            return "{}"
+        }
+    }
+
+    // MARK: - Share
+
+    func share(
+        format: ExportFormat,
+        sources: [InvestmentSource],
+        categories: [Category],
+        from viewController: UIViewController
+    ) {
+        let content: String
+        let fileName: String
+
+        switch format {
+        case .csv:
+            content = exportToCSV(sources: sources, categories: categories)
+            fileName = "investment_tracker_export.csv"
+        case .json:
+            content = exportToJSON(sources: sources, categories: categories)
+            fileName = "investment_tracker_export.json"
+        }
+
+        // Create temporary file
+        let tempURL = FileManager.default.temporaryDirectory
+            .appendingPathComponent(fileName)
+
+        do {
+            try content.write(to: tempURL, atomically: true, encoding: .utf8)
+
+            let activityVC = UIActivityViewController(
+                activityItems: [tempURL],
+                applicationActivities: nil
+            )
+
+            // iPad support
+            if let popover = activityVC.popoverPresentationController {
+                popover.sourceView = viewController.view
+                popover.sourceRect = CGRect(
+                    x: viewController.view.bounds.midX,
+                    y: viewController.view.bounds.midY,
+                    width: 0,
+                    height: 0
+                )
+            }
+
+            viewController.present(activityVC, animated: true) {
+                FirebaseService.shared.logExportAttempt(
+                    format: format.rawValue,
+                    success: true
+                )
+            }
+        } catch {
+            print("Export error: \(error)")
+            FirebaseService.shared.logExportAttempt(
+                format: format.rawValue,
+                success: false
+            )
+        }
+    }
+
+    // MARK: - Helpers
+
+    private func formatDate(_ date: Date) -> String {
+        let formatter = DateFormatter()
+        formatter.dateFormat = "yyyy-MM-dd"
+        return formatter.string(from: date)
+    }
+
+    private func formatDecimal(_ decimal: Decimal) -> String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .decimal
+        formatter.minimumFractionDigits = 2
+        formatter.maximumFractionDigits = 2
+        formatter.decimalSeparator = "."
+        formatter.groupingSeparator = ""
+        return formatter.string(from: decimal as NSDecimalNumber) ?? "0.00"
+    }
+
+    private func escapeCSV(_ value: String) -> String {
+        var escaped = value
+        if escaped.contains("\"") || escaped.contains(",") || escaped.contains("\n") {
+            escaped = escaped.replacingOccurrences(of: "\"", with: "\"\"")
+            escaped = "\"\(escaped)\""
+        }
+        return escaped
+    }
+}
+
+// MARK: - Import Service (Future)
+
+extension ExportService {
+    func importFromCSV(_ content: String) -> (sources: [ImportedSource], errors: [String]) {
+        // Future implementation for importing data
+        return ([], ["Import not yet implemented"])
+    }
+
+    struct ImportedSource {
+        let name: String
+        let categoryName: String
+        let snapshots: [(date: Date, value: Decimal, contribution: Decimal?, notes: String?)]
+    }
+}

InvestmentTracker/Services/FirebaseService.swift

@@ -0,0 +1,173 @@
+import Foundation
+import FirebaseAnalytics
+
+class FirebaseService {
+    static let shared = FirebaseService()
+
+    private init() {}
+
+    // MARK: - User Properties
+
+    func setUserTier(_ tier: UserTier) {
+        Analytics.setUserProperty(tier.rawValue, forName: "user_tier")
+    }
+
+    enum UserTier: String {
+        case free = "free"
+        case premium = "premium"
+    }
+
+    // MARK: - Screen Tracking
+
+    func logScreenView(screenName: String, screenClass: String? = nil) {
+        Analytics.logEvent(AnalyticsEventScreenView, parameters: [
+            AnalyticsParameterScreenName: screenName,
+            AnalyticsParameterScreenClass: screenClass ?? screenName
+        ])
+    }
+
+    // MARK: - Investment Events
+
+    func logSourceAdded(categoryName: String, sourceCount: Int) {
+        Analytics.logEvent("source_added", parameters: [
+            "category_name": categoryName,
+            "total_sources": sourceCount
+        ])
+    }
+
+    func logSourceDeleted(categoryName: String) {
+        Analytics.logEvent("source_deleted", parameters: [
+            "category_name": categoryName
+        ])
+    }
+
+    func logSnapshotAdded(sourceName: String, value: Decimal) {
+        Analytics.logEvent("snapshot_added", parameters: [
+            "source_name": sourceName,
+            "value": NSDecimalNumber(decimal: value).doubleValue
+        ])
+    }
+
+    func logCategoryCreated(name: String) {
+        Analytics.logEvent("category_created", parameters: [
+            "category_name": name
+        ])
+    }
+
+    // MARK: - Purchase Events
+
+    func logPaywallShown(trigger: String) {
+        Analytics.logEvent("paywall_shown", parameters: [
+            "trigger": trigger
+        ])
+    }
+
+    func logPurchaseAttempt(productId: String) {
+        Analytics.logEvent("purchase_attempt", parameters: [
+            "product_id": productId
+        ])
+    }
+
+    func logPurchaseSuccess(productId: String, price: Decimal, isFamilyShared: Bool) {
+        Analytics.logEvent(AnalyticsEventPurchase, parameters: [
+            AnalyticsParameterItemID: productId,
+            AnalyticsParameterPrice: NSDecimalNumber(decimal: price).doubleValue,
+            AnalyticsParameterCurrency: "EUR",
+            "is_family_shared": isFamilyShared
+        ])
+    }
+
+    func logPurchaseFailure(productId: String, error: String) {
+        Analytics.logEvent("purchase_failed", parameters: [
+            "product_id": productId,
+            "error": error
+        ])
+    }
+
+    func logRestorePurchases(success: Bool) {
+        Analytics.logEvent("restore_purchases", parameters: [
+            "success": success
+        ])
+    }
+
+    // MARK: - Feature Usage Events
+
+    func logChartViewed(chartType: String, isPremium: Bool) {
+        Analytics.logEvent("chart_viewed", parameters: [
+            "chart_type": chartType,
+            "is_premium_chart": isPremium
+        ])
+    }
+
+    func logPredictionViewed(algorithm: String) {
+        Analytics.logEvent("prediction_viewed", parameters: [
+            "algorithm": algorithm
+        ])
+    }
+
+    func logExportAttempt(format: String, success: Bool) {
+        Analytics.logEvent("export_attempt", parameters: [
+            "format": format,
+            "success": success
+        ])
+    }
+
+    func logNotificationScheduled(frequency: String) {
+        Analytics.logEvent("notification_scheduled", parameters: [
+            "frequency": frequency
+        ])
+    }
+
+    // MARK: - Ad Events
+
+    func logAdImpression(adType: String) {
+        Analytics.logEvent("ad_impression", parameters: [
+            "ad_type": adType
+        ])
+    }
+
+    func logAdClick(adType: String) {
+        Analytics.logEvent("ad_click", parameters: [
+            "ad_type": adType
+        ])
+    }
+
+    // MARK: - Engagement Events
+
+    func logOnboardingCompleted(stepCount: Int) {
+        Analytics.logEvent("onboarding_completed", parameters: [
+            "steps_completed": stepCount
+        ])
+    }
+
+    func logWidgetUsed(widgetType: String) {
+        Analytics.logEvent("widget_used", parameters: [
+            "widget_type": widgetType
+        ])
+    }
+
+    func logAppOpened(fromWidget: Bool) {
+        Analytics.logEvent("app_opened", parameters: [
+            "from_widget": fromWidget
+        ])
+    }
+
+    // MARK: - Portfolio Events
+
+    func logPortfolioMilestone(totalValue: Decimal, milestone: String) {
+        Analytics.logEvent("portfolio_milestone", parameters: [
+            "total_value": NSDecimalNumber(decimal: totalValue).doubleValue,
+            "milestone": milestone
+        ])
+    }
+
+    // MARK: - Error Events
+
+    func logError(type: String, message: String, context: String? = nil) {
+        Analytics.logEvent("app_error", parameters: [
+            "error_type": type,
+            "error_message": message,
+            "context": context ?? ""
+        ])
+    }
+}

InvestmentTracker/Services/IAPService.swift

@@ -0,0 +1,225 @@
+import Foundation
+import StoreKit
+import Combine
+
+@MainActor
+class IAPService: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published private(set) var isPremium = false
+    @Published private(set) var products: [Product] = []
+    @Published private(set) var purchaseState: PurchaseState = .idle
+    @Published private(set) var isFamilyShared = false
+
+    // MARK: - Constants
+
+    static let premiumProductID = "com.investmenttracker.premium"
+    static let premiumPrice = "€4.69"
+
+    // MARK: - Private Properties
+
+    private var updateListenerTask: Task<Void, Error>?
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Purchase State
+
+    enum PurchaseState: Equatable {
+        case idle
+        case purchasing
+        case purchased
+        case failed(String)
+        case restored
+    }
+
+    // MARK: - Initialization
+
+    init() {
+        updateListenerTask = listenForTransactions()
+
+        Task {
+            await loadProducts()
+            await updatePremiumStatus()
+        }
+    }
+
+    deinit {
+        updateListenerTask?.cancel()
+    }
+
+    // MARK: - Load Products
+
+    func loadProducts() async {
+        do {
+            products = try await Product.products(for: [Self.premiumProductID])
+            print("Loaded \(products.count) products")
+        } catch {
+            print("Failed to load products: \(error)")
+        }
+    }
+
+    // MARK: - Purchase
+
+    func purchase() async throws {
+        guard let product = products.first else {
+            throw IAPError.productNotFound
+        }
+
+        purchaseState = .purchasing
+
+        do {
+            let result = try await product.purchase()
+
+            switch result {
+            case .success(let verification):
+                let transaction = try checkVerified(verification)
+
+                // Check if family shared
+                isFamilyShared = transaction.ownershipType == .familyShared
+
+                await transaction.finish()
+                await updatePremiumStatus()
+
+                purchaseState = .purchased
+
+                // Track analytics
+                FirebaseService.shared.logPurchaseSuccess(
+                    productId: product.id,
+                    price: product.price,
+                    isFamilyShared: isFamilyShared
+                )
+
+            case .userCancelled:
+                purchaseState = .idle
+
+            case .pending:
+                purchaseState = .idle
+
+            @unknown default:
+                purchaseState = .idle
+            }
+        } catch {
+            purchaseState = .failed(error.localizedDescription)
+            FirebaseService.shared.logPurchaseFailure(
+                productId: product.id,
+                error: error.localizedDescription
+            )
+            throw error
+        }
+    }
+
+    // MARK: - Restore Purchases
+
+    func restorePurchases() async {
+        purchaseState = .purchasing
+
+        do {
+            try await AppStore.sync()
+            await updatePremiumStatus()
+
+            if isPremium {
+                purchaseState = .restored
+            } else {
+                purchaseState = .failed("No purchases to restore")
+            }
+        } catch {
+            purchaseState = .failed(error.localizedDescription)
+        }
+    }
+
+    // MARK: - Update Premium Status
+
+    func updatePremiumStatus() async {
+        var isEntitled = false
+        var familyShared = false
+
+        for await result in Transaction.currentEntitlements {
+            if case .verified(let transaction) = result {
+                if transaction.productID == Self.premiumProductID {
+                    isEntitled = true
+                    familyShared = transaction.ownershipType == .familyShared
+                    break
+                }
+            }
+        }
+
+        isPremium = isEntitled
+        isFamilyShared = familyShared
+
+        // Update Core Data
+        let context = CoreDataStack.shared.viewContext
+        PremiumStatus.updateStatus(
+            isPremium: isEntitled,
+            productIdentifier: Self.premiumProductID,
+            transactionId: nil,
+            isFamilyShared: familyShared,
+            in: context
+        )
+    }
+
+    // MARK: - Transaction Listener
+
+    private func listenForTransactions() -> Task<Void, Error> {
+        return Task.detached { [weak self] in
+            for await result in Transaction.updates {
+                if case .verified(let transaction) = result {
+                    await transaction.finish()
+                    await self?.updatePremiumStatus()
+                }
+            }
+        }
+    }
+
+    // MARK: - Verification
+
+    private func checkVerified<T>(_ result: VerificationResult<T>) throws -> T {
+        switch result {
+        case .unverified(_, let error):
+            throw IAPError.verificationFailed(error.localizedDescription)
+        case .verified(let safe):
+            return safe
+        }
+    }
+
+    // MARK: - Product Info
+
+    var premiumProduct: Product? {
+        products.first { $0.id == Self.premiumProductID }
+    }
+
+    var formattedPrice: String {
+        premiumProduct?.displayPrice ?? Self.premiumPrice
+    }
+}
+
+// MARK: - IAP Error
+
+enum IAPError: LocalizedError {
+    case productNotFound
+    case verificationFailed(String)
+    case purchaseFailed(String)
+
+    var errorDescription: String? {
+        switch self {
+        case .productNotFound:
+            return "Product not found. Please try again later."
+        case .verificationFailed(let message):
+            return "Verification failed: \(message)"
+        case .purchaseFailed(let message):
+            return "Purchase failed: \(message)"
+        }
+    }
+}
+
+// MARK: - Premium Features
+
+extension IAPService {
+    static let premiumFeatures: [(icon: String, title: String, description: String)] = [
+        ("infinity", "Unlimited Sources", "Track as many investments as you want"),
+        ("clock.arrow.circlepath", "Full History", "Access your complete investment history"),
+        ("chart.bar.xaxis", "Advanced Charts", "5 types of detailed analytics charts"),
+        ("wand.and.stars", "Predictions", "AI-powered 12-month forecasts"),
+        ("square.and.arrow.up", "Export Data", "Export to CSV and JSON formats"),
+        ("xmark.circle", "No Ads", "Ad-free experience forever"),
+        ("person.2", "Family Sharing", "Share with up to 5 family members")
+    ]
+}

InvestmentTracker/Services/NotificationService.swift

@@ -0,0 +1,192 @@
+import Foundation
+import UserNotifications
+import UIKit
+
+class NotificationService: ObservableObject {
+    static let shared = NotificationService()
+
+    @Published var isAuthorized = false
+    @Published var pendingCount = 0
+
+    private let center = UNUserNotificationCenter.current()
+
+    private init() {
+        checkAuthorizationStatus()
+    }
+
+    // MARK: - Authorization
+
+    func checkAuthorizationStatus() {
+        center.getNotificationSettings { [weak self] settings in
+            DispatchQueue.main.async {
+                self?.isAuthorized = settings.authorizationStatus == .authorized
+            }
+        }
+    }
+
+    func requestAuthorization() async -> Bool {
+        do {
+            let granted = try await center.requestAuthorization(options: [.alert, .badge, .sound])
+            await MainActor.run {
+                self.isAuthorized = granted
+            }
+            return granted
+        } catch {
+            print("Notification authorization error: \(error)")
+            return false
+        }
+    }
+
+    // MARK: - Schedule Notifications
+
+    func scheduleReminder(for source: InvestmentSource) {
+        guard let nextDate = source.nextReminderDate else { return }
+        guard source.frequency != .never else { return }
+
+        // Remove existing notification for this source
+        cancelReminder(for: source)
+
+        // Get notification time from settings
+        let settings = AppSettings.getOrCreate(in: CoreDataStack.shared.viewContext)
+        let notificationTime = settings.defaultNotificationTime ?? defaultNotificationTime()
+
+        // Combine date and time
+        let calendar = Calendar.current
+        var components = calendar.dateComponents([.year, .month, .day], from: nextDate)
+        let timeComponents = calendar.dateComponents([.hour, .minute], from: notificationTime)
+        components.hour = timeComponents.hour
+        components.minute = timeComponents.minute
+
+        guard let triggerDate = calendar.date(from: components) else { return }
+
+        // Create notification content
+        let content = UNMutableNotificationContent()
+        content.title = "Investment Update Reminder"
+        content.body = "Time to update \(source.name). Tap to add a new snapshot."
+        content.sound = .default
+        content.badge = NSNumber(value: pendingCount + 1)
+        content.userInfo = [
+            "sourceId": source.id.uuidString,
+            "sourceName": source.name
+        ]
+
+        // Create trigger
+        let triggerComponents = calendar.dateComponents(
+            [.year, .month, .day, .hour, .minute],
+            from: triggerDate
+        )
+        let trigger = UNCalendarNotificationTrigger(dateMatching: triggerComponents, repeats: false)
+
+        // Create request
+        let request = UNNotificationRequest(
+            identifier: notificationIdentifier(for: source),
+            content: content,
+            trigger: trigger
+        )
+
+        // Schedule
+        center.add(request) { error in
+            if let error = error {
+                print("Failed to schedule notification: \(error)")
+            } else {
+                print("Scheduled reminder for \(source.name) on \(triggerDate)")
+                FirebaseService.shared.logNotificationScheduled(frequency: source.notificationFrequency)
+            }
+        }
+    }
+
+    func scheduleAllReminders(for sources: [InvestmentSource]) {
+        for source in sources {
+            scheduleReminder(for: source)
+        }
+    }
+
+    // MARK: - Cancel Notifications
+
+    func cancelReminder(for source: InvestmentSource) {
+        center.removePendingNotificationRequests(
+            withIdentifiers: [notificationIdentifier(for: source)]
+        )
+    }
+
+    func cancelAllReminders() {
+        center.removeAllPendingNotificationRequests()
+    }
+
+    // MARK: - Badge Management
+
+    func updateBadgeCount() {
+        let repository = InvestmentSourceRepository()
+        let needsUpdate = repository.fetchSourcesNeedingUpdate()
+        pendingCount = needsUpdate.count
+
+        DispatchQueue.main.async {
+            UIApplication.shared.applicationIconBadgeNumber = self.pendingCount
+        }
+    }
+
+    func clearBadge() {
+        pendingCount = 0
+        DispatchQueue.main.async {
+            UIApplication.shared.applicationIconBadgeNumber = 0
+        }
+    }
+
+    // MARK: - Pending Notifications
+
+    func getPendingNotifications() async -> [UNNotificationRequest] {
+        await center.pendingNotificationRequests()
+    }
+
+    // MARK: - Helpers
+
+    private func notificationIdentifier(for source: InvestmentSource) -> String {
+        "investment_reminder_\(source.id.uuidString)"
+    }
+
+    private func defaultNotificationTime() -> Date {
+        var components = DateComponents()
+        components.hour = 9
+        components.minute = 0
+        return Calendar.current.date(from: components) ?? Date()
+    }
+}
+
+// MARK: - Deep Link Handler
+
+extension NotificationService {
+    func handleNotificationResponse(_ response: UNNotificationResponse) {
+        let userInfo = response.notification.request.content.userInfo
+
+        guard let sourceIdString = userInfo["sourceId"] as? String,
+              let sourceId = UUID(uuidString: sourceIdString) else {
+            return
+        }
+
+        // Post notification for deep linking
+        NotificationCenter.default.post(
+            name: .openSourceDetail,
+            object: nil,
+            userInfo: ["sourceId": sourceId]
+        )
+    }
+}
+
+// MARK: - Notification Names
+
+extension Notification.Name {
+    static let openSourceDetail = Notification.Name("openSourceDetail")
+}
+
+// MARK: - Background Refresh
+
+extension NotificationService {
+    func performBackgroundRefresh() {
+        updateBadgeCount()
+
+        // Reschedule any missed notifications
+        let repository = InvestmentSourceRepository()
+        let sources = repository.fetchActiveSources()
+        scheduleAllReminders(for: sources)
+    }
+}

InvestmentTracker/Services/PredictionEngine.swift

@@ -0,0 +1,383 @@
+import Foundation
+
+class PredictionEngine {
+    static let shared = PredictionEngine()
+
+    private let context = CoreDataStack.shared.viewContext
+
+    private init() {}
+
+    // MARK: - Main Prediction Interface
+
+    func predict(
+        snapshots: [Snapshot],
+        monthsAhead: Int = 12,
+        algorithm: PredictionAlgorithm? = nil
+    ) -> PredictionResult {
+        guard snapshots.count >= 3 else {
+            return PredictionResult(
+                predictions: [],
+                algorithm: .linear,
+                accuracy: 0,
+                volatility: 0
+            )
+        }
+
+        // Sort snapshots by date
+        let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
+
+        // Calculate volatility for algorithm selection
+        let volatility = calculateVolatility(snapshots: sortedSnapshots)
+
+        // Select algorithm if not specified
+        let selectedAlgorithm = algorithm ?? selectBestAlgorithm(volatility: volatility)
+
+        // Generate predictions
+        let predictions: [Prediction]
+        let accuracy: Double
+
+        switch selectedAlgorithm {
+        case .linear:
+            predictions = predictLinear(snapshots: sortedSnapshots, monthsAhead: monthsAhead)
+            accuracy = calculateLinearAccuracy(snapshots: sortedSnapshots)
+        case .exponentialSmoothing:
+            predictions = predictExponentialSmoothing(snapshots: sortedSnapshots, monthsAhead: monthsAhead)
+            accuracy = calculateESAccuracy(snapshots: sortedSnapshots)
+        case .movingAverage:
+            predictions = predictMovingAverage(snapshots: sortedSnapshots, monthsAhead: monthsAhead)
+            accuracy = calculateMAAccuracy(snapshots: sortedSnapshots)
+        }
+
+        return PredictionResult(
+            predictions: predictions,
+            algorithm: selectedAlgorithm,
+            accuracy: accuracy,
+            volatility: volatility
+        )
+    }
+
+    // MARK: - Algorithm Selection
+
+    private func selectBestAlgorithm(volatility: Double) -> PredictionAlgorithm {
+        switch volatility {
+        case 0..<10:
+            return .linear // Low volatility - linear works well
+        case 10..<25:
+            return .exponentialSmoothing // Medium volatility - weight recent data
+        default:
+            return .movingAverage // High volatility - smooth out fluctuations
+        }
+    }
+
+    // MARK: - Linear Regression
+
+    func predictLinear(snapshots: [Snapshot], monthsAhead: Int = 12) -> [Prediction] {
+        guard snapshots.count >= 3 else { return [] }
+
+        guard let firstDate = snapshots.first?.date else { return [] }
+
+        let dataPoints: [(x: Double, y: Double)] = snapshots.map { snapshot in
+            let daysSinceStart = snapshot.date.timeIntervalSince(firstDate) / 86400
+            return (x: daysSinceStart, y: snapshot.decimalValue.doubleValue)
+        }
+
+        let (slope, intercept) = calculateLinearRegression(dataPoints: dataPoints)
+        let residualStdDev = calculateResidualStdDev(dataPoints: dataPoints, slope: slope, intercept: intercept)
+
+        var predictions: [Prediction] = []
+        let lastDate = snapshots.last!.date
+
+        for month in 1...monthsAhead {
+            guard let futureDate = Calendar.current.date(
+                byAdding: .month,
+                value: month,
+                to: lastDate
+            ) else { continue }
+
+            let daysFromStart = futureDate.timeIntervalSince(firstDate) / 86400
+            let predictedValue = max(0, slope * daysFromStart + intercept)
+
+            // Widen confidence interval for further predictions
+            let confidenceMultiplier = 1.0 + (Double(month) * 0.02)
+            let intervalWidth = residualStdDev * 1.96 * confidenceMultiplier
+
+            predictions.append(Prediction(
+                date: futureDate,
+                predictedValue: Decimal(predictedValue),
+                algorithm: .linear,
+                confidenceInterval: Prediction.ConfidenceInterval(
+                    lower: Decimal(max(0, predictedValue - intervalWidth)),
+                    upper: Decimal(predictedValue + intervalWidth)
+                )
+            ))
+        }
+
+        return predictions
+    }
+
+    private func calculateLinearRegression(
+        dataPoints: [(x: Double, y: Double)]
+    ) -> (slope: Double, intercept: Double) {
+        let n = Double(dataPoints.count)
+        let sumX = dataPoints.reduce(0) { $0 + $1.x }
+        let sumY = dataPoints.reduce(0) { $0 + $1.y }
+        let sumXY = dataPoints.reduce(0) { $0 + ($1.x * $1.y) }
+        let sumX2 = dataPoints.reduce(0) { $0 + ($1.x * $1.x) }
+
+        let denominator = n * sumX2 - sumX * sumX
+        guard denominator != 0 else { return (0, sumY / n) }
+
+        let slope = (n * sumXY - sumX * sumY) / denominator
+        let intercept = (sumY - slope * sumX) / n
+
+        return (slope, intercept)
+    }
+
+    private func calculateResidualStdDev(
+        dataPoints: [(x: Double, y: Double)],
+        slope: Double,
+        intercept: Double
+    ) -> Double {
+        guard dataPoints.count > 2 else { return 0 }
+
+        let residuals = dataPoints.map { point in
+            let predicted = slope * point.x + intercept
+            return pow(point.y - predicted, 2)
+        }
+
+        let meanSquaredError = residuals.reduce(0, +) / Double(dataPoints.count - 2)
+        return sqrt(meanSquaredError)
+    }
+
+    private func calculateLinearAccuracy(snapshots: [Snapshot]) -> Double {
+        guard snapshots.count >= 5 else { return 0.5 }
+
+        // Use last 20% of data for validation
+        let splitIndex = Int(Double(snapshots.count) * 0.8)
+        let trainingData = Array(snapshots.prefix(splitIndex))
+        let validationData = Array(snapshots.suffix(from: splitIndex))
+
+        guard let firstDate = trainingData.first?.date else { return 0.5 }
+
+        let trainPoints = trainingData.map { snapshot in
+            (x: snapshot.date.timeIntervalSince(firstDate) / 86400, y: snapshot.decimalValue.doubleValue)
+        }
+
+        let (slope, intercept) = calculateLinearRegression(dataPoints: trainPoints)
+
+        // Calculate R-squared on validation data
+        let validationValues = validationData.map { $0.decimalValue.doubleValue }
+        let meanValidation = validationValues.reduce(0, +) / Double(validationValues.count)
+
+        var ssRes: Double = 0
+        var ssTot: Double = 0
+
+        for snapshot in validationData {
+            let x = snapshot.date.timeIntervalSince(firstDate) / 86400
+            let actual = snapshot.decimalValue.doubleValue
+            let predicted = slope * x + intercept
+
+            ssRes += pow(actual - predicted, 2)
+            ssTot += pow(actual - meanValidation, 2)
+        }
+
+        guard ssTot != 0 else { return 0.5 }
+        let rSquared = max(0, 1 - (ssRes / ssTot))
+
+        return min(1.0, rSquared)
+    }
+
+    // MARK: - Exponential Smoothing
+
+    func predictExponentialSmoothing(
+        snapshots: [Snapshot],
+        monthsAhead: Int = 12,
+        alpha: Double = 0.3
+    ) -> [Prediction] {
+        guard snapshots.count >= 3 else { return [] }
+
+        let values = snapshots.map { $0.decimalValue.doubleValue }
+
+        // Calculate smoothed values
+        var smoothed = values[0]
+        for i in 1..<values.count {
+            smoothed = alpha * values[i] + (1 - alpha) * smoothed
+        }
+
+        // Calculate trend
+        var trend: Double = 0
+        if values.count >= 2 {
+            let recentChange = values.suffix(3).reduce(0) { $0 + $1 } / 3.0 -
+                              values.prefix(3).reduce(0) { $0 + $1 } / 3.0
+            trend = recentChange / Double(values.count)
+        }
+
+        // Calculate standard deviation for confidence interval
+        let stdDev = calculateStdDev(values: values)
+
+        var predictions: [Prediction] = []
+        let lastDate = snapshots.last!.date
+
+        for month in 1...monthsAhead {
+            guard let futureDate = Calendar.current.date(
+                byAdding: .month,
+                value: month,
+                to: lastDate
+            ) else { continue }
+
+            let predictedValue = max(0, smoothed + trend * Double(month))
+            let intervalWidth = stdDev * 1.96 * (1.0 + Double(month) * 0.05)
+
+            predictions.append(Prediction(
+                date: futureDate,
+                predictedValue: Decimal(predictedValue),
+                algorithm: .exponentialSmoothing,
+                confidenceInterval: Prediction.ConfidenceInterval(
+                    lower: Decimal(max(0, predictedValue - intervalWidth)),
+                    upper: Decimal(predictedValue + intervalWidth)
+                )
+            ))
+        }
+
+        return predictions
+    }
+
+    private func calculateESAccuracy(snapshots: [Snapshot]) -> Double {
+        guard snapshots.count >= 5 else { return 0.5 }
+
+        let values = snapshots.map { $0.decimalValue.doubleValue }
+        let splitIndex = Int(Double(values.count) * 0.8)
+
+        var smoothed = values[0]
+        for i in 1..<splitIndex {
+            smoothed = 0.3 * values[i] + 0.7 * smoothed
+        }
+
+        let validationValues = Array(values.suffix(from: splitIndex))
+        let meanValidation = validationValues.reduce(0, +) / Double(validationValues.count)
+
+        var ssRes: Double = 0
+        var ssTot: Double = 0
+
+        for (i, actual) in validationValues.enumerated() {
+            let predicted = smoothed + (smoothed - values[splitIndex - 1]) * Double(i + 1) / Double(splitIndex)
+            ssRes += pow(actual - predicted, 2)
+            ssTot += pow(actual - meanValidation, 2)
+        }
+
+        guard ssTot != 0 else { return 0.5 }
+        return max(0, min(1.0, 1 - (ssRes / ssTot)))
+    }
+
+    // MARK: - Moving Average
+
+    func predictMovingAverage(
+        snapshots: [Snapshot],
+        monthsAhead: Int = 12,
+        windowSize: Int = 3
+    ) -> [Prediction] {
+        guard snapshots.count >= windowSize else { return [] }
+
+        let values = snapshots.map { $0.decimalValue.doubleValue }
+
+        // Calculate moving average of last window
+        let recentValues = Array(values.suffix(windowSize))
+        let movingAverage = recentValues.reduce(0, +) / Double(windowSize)
+
+        // Calculate average monthly change
+        var changes: [Double] = []
+        for i in 1..<values.count {
+            changes.append(values[i] - values[i - 1])
+        }
+        let avgChange = changes.isEmpty ? 0 : changes.reduce(0, +) / Double(changes.count)
+
+        let stdDev = calculateStdDev(values: values)
+
+        var predictions: [Prediction] = []
+        let lastDate = snapshots.last!.date
+
+        for month in 1...monthsAhead {
+            guard let futureDate = Calendar.current.date(
+                byAdding: .month,
+                value: month,
+                to: lastDate
+            ) else { continue }
+
+            let predictedValue = max(0, movingAverage + avgChange * Double(month))
+            let intervalWidth = stdDev * 1.96 * (1.0 + Double(month) * 0.03)
+
+            predictions.append(Prediction(
+                date: futureDate,
+                predictedValue: Decimal(predictedValue),
+                algorithm: .movingAverage,
+                confidenceInterval: Prediction.ConfidenceInterval(
+                    lower: Decimal(max(0, predictedValue - intervalWidth)),
+                    upper: Decimal(predictedValue + intervalWidth)
+                )
+            ))
+        }
+
+        return predictions
+    }
+
+    private func calculateMAAccuracy(snapshots: [Snapshot]) -> Double {
+        guard snapshots.count >= 5 else { return 0.5 }
+
+        let values = snapshots.map { $0.decimalValue.doubleValue }
+        let windowSize = 3
+        let splitIndex = Int(Double(values.count) * 0.8)
+
+        guard splitIndex > windowSize else { return 0.5 }
+
+        let recentWindow = Array(values[(splitIndex - windowSize)..<splitIndex])
+        let movingAvg = recentWindow.reduce(0, +) / Double(windowSize)
+
+        let validationValues = Array(values.suffix(from: splitIndex))
+        let meanValidation = validationValues.reduce(0, +) / Double(validationValues.count)
+
+        var ssRes: Double = 0
+        var ssTot: Double = 0
+
+        for actual in validationValues {
+            ssRes += pow(actual - movingAvg, 2)
+            ssTot += pow(actual - meanValidation, 2)
+        }
+
+        guard ssTot != 0 else { return 0.5 }
+        return max(0, min(1.0, 1 - (ssRes / ssTot)))
+    }
+
+    // MARK: - Helpers
+
+    private func calculateVolatility(snapshots: [Snapshot]) -> Double {
+        let values = snapshots.map { $0.decimalValue.doubleValue }
+        guard values.count >= 2 else { return 0 }
+
+        var returns: [Double] = []
+        for i in 1..<values.count {
+            guard values[i - 1] != 0 else { continue }
+            let periodReturn = (values[i] - values[i - 1]) / values[i - 1] * 100
+            returns.append(periodReturn)
+        }
+
+        return calculateStdDev(values: returns)
+    }
+
+    private func calculateStdDev(values: [Double]) -> Double {
+        guard values.count >= 2 else { return 0 }
+
+        let mean = values.reduce(0, +) / Double(values.count)
+        let squaredDifferences = values.map { pow($0 - mean, 2) }
+        let variance = squaredDifferences.reduce(0, +) / Double(values.count - 1)
+
+        return sqrt(variance)
+    }
+}
+
+// MARK: - Decimal Extension
+
+private extension Decimal {
+    var doubleValue: Double {
+        NSDecimalNumber(decimal: self).doubleValue
+    }
+}

InvestmentTracker/Utilities/Constants/AppConstants.swift

@@ -0,0 +1,175 @@
+import Foundation
+
+enum AppConstants {
+    // MARK: - App Info
+
+    static let appName = "Investment Tracker"
+    static let appVersion = Bundle.main.infoDictionary?["CFBundleShortVersionString"] as? String ?? "1.0"
+    static let buildNumber = Bundle.main.infoDictionary?["CFBundleVersion"] as? String ?? "1"
+
+    // MARK: - Bundle Identifiers
+
+    static let bundleIdentifier = "com.yourteam.investmenttracker"
+    static let appGroupIdentifier = "group.com.yourteam.investmenttracker"
+    static let cloudKitContainerIdentifier = "iCloud.com.yourteam.investmenttracker"
+
+    // MARK: - StoreKit
+
+    static let premiumProductID = "com.investmenttracker.premium"
+    static let premiumPrice = "€4.69"
+
+    // MARK: - AdMob
+
+    #if DEBUG
+    static let adMobAppID = "ca-app-pub-3940256099942544~1458002511" // Test App ID
+    static let bannerAdUnitID = "ca-app-pub-3940256099942544/2934735716" // Test Banner
+    #else
+    static let adMobAppID = "ca-app-pub-XXXXXXXXXXXXXXXX~YYYYYYYYYY" // Replace with real App ID
+    static let bannerAdUnitID = "ca-app-pub-XXXXXXXXXXXXXXXX/YYYYYYYYYY" // Replace with real Ad Unit ID
+    #endif
+
+    // MARK: - Currency
+
+    static let defaultCurrency = "EUR"
+    static let currencySymbol = "€"
+
+    // MARK: - Freemium Limits
+
+    static let maxFreeSources = 5
+    static let maxFreeHistoricalMonths = 12
+
+    // MARK: - UI Constants
+
+    enum UI {
+        static let cornerRadius: CGFloat = 12
+        static let smallCornerRadius: CGFloat = 8
+        static let largeCornerRadius: CGFloat = 16
+
+        static let padding: CGFloat = 16
+        static let smallPadding: CGFloat = 8
+        static let largePadding: CGFloat = 24
+
+        static let iconSize: CGFloat = 24
+        static let smallIconSize: CGFloat = 16
+        static let largeIconSize: CGFloat = 32
+
+        static let bannerAdHeight: CGFloat = 50
+        static let tabBarHeight: CGFloat = 49
+
+        static let cardShadowRadius: CGFloat = 4
+        static let cardShadowOpacity: CGFloat = 0.1
+    }
+
+    // MARK: - Animation
+
+    enum Animation {
+        static let defaultDuration: Double = 0.3
+        static let shortDuration: Double = 0.15
+        static let longDuration: Double = 0.5
+    }
+
+    // MARK: - Charts
+
+    enum Charts {
+        static let defaultMonthsToShow = 12
+        static let predictionMonths = 12
+        static let minDataPointsForPrediction = 3
+        static let confidenceIntervalPercentage = 0.15
+    }
+
+    // MARK: - Notifications
+
+    enum Notifications {
+        static let defaultHour = 9
+        static let defaultMinute = 0
+        static let categoryIdentifier = "INVESTMENT_REMINDER"
+    }
+
+    // MARK: - Storage Keys
+
+    enum StorageKeys {
+        static let onboardingCompleted = "onboardingCompleted"
+        static let adConsentObtained = "adConsentObtained"
+        static let lastSyncDate = "lastSyncDate"
+        static let selectedCategoryFilter = "selectedCategoryFilter"
+        static let preferredChartType = "preferredChartType"
+    }
+
+    // MARK: - Deep Links
+
+    enum DeepLinks {
+        static let scheme = "investmenttracker"
+        static let sourceDetail = "source"
+        static let addSnapshot = "addSnapshot"
+        static let premium = "premium"
+    }
+
+    // MARK: - URLs
+
+    enum URLs {
+        static let privacyPolicy = "https://yourwebsite.com/privacy"
+        static let termsOfService = "https://yourwebsite.com/terms"
+        static let support = "https://yourwebsite.com/support"
+        static let appStore = "https://apps.apple.com/app/idXXXXXXXXXX"
+    }
+
+    // MARK: - Feature Flags
+
+    enum Features {
+        static let enablePredictions = true
+        static let enableExport = true
+        static let enableWidgets = true
+        static let enableNotifications = true
+        static let enableAnalytics = true
+    }
+}
+
+// MARK: - SF Symbols
+
+enum SFSymbol {
+    // Navigation
+    static let dashboard = "chart.pie.fill"
+    static let sources = "list.bullet"
+    static let charts = "chart.xyaxis.line"
+    static let settings = "gearshape.fill"
+
+    // Actions
+    static let add = "plus"
+    static let edit = "pencil"
+    static let delete = "trash"
+    static let share = "square.and.arrow.up"
+    static let export = "arrow.up.doc"
+
+    // Status
+    static let checkmark = "checkmark.circle.fill"
+    static let warning = "exclamationmark.triangle.fill"
+    static let error = "xmark.circle.fill"
+    static let info = "info.circle.fill"
+
+    // Financial
+    static let trendUp = "arrow.up.right"
+    static let trendDown = "arrow.down.right"
+    static let money = "eurosign.circle.fill"
+    static let chart = "chart.line.uptrend.xyaxis"
+
+    // Categories
+    static let stocks = "chart.line.uptrend.xyaxis"
+    static let bonds = "building.columns.fill"
+    static let realEstate = "house.fill"
+    static let crypto = "bitcoinsign.circle.fill"
+    static let cash = "banknote.fill"
+    static let etf = "chart.bar.fill"
+    static let retirement = "person.fill"
+    static let other = "ellipsis.circle.fill"
+
+    // Premium
+    static let premium = "crown.fill"
+    static let lock = "lock.fill"
+    static let unlock = "lock.open.fill"
+
+    // Misc
+    static let calendar = "calendar"
+    static let notification = "bell.fill"
+    static let refresh = "arrow.clockwise"
+    static let close = "xmark"
+}

InvestmentTracker/Utilities/Extensions/Color+Extensions.swift

@@ -0,0 +1,166 @@
+import SwiftUI
+
+extension Color {
+    // MARK: - Hex Initialization
+
+    init?(hex: String) {
+        var hexSanitized = hex.trimmingCharacters(in: .whitespacesAndNewlines)
+        hexSanitized = hexSanitized.replacingOccurrences(of: "#", with: "")
+
+        var rgb: UInt64 = 0
+
+        guard Scanner(string: hexSanitized).scanHexInt64(&rgb) else {
+            return nil
+        }
+
+        let length = hexSanitized.count
+
+        switch length {
+        case 6:
+            self.init(
+                red: Double((rgb & 0xFF0000) >> 16) / 255.0,
+                green: Double((rgb & 0x00FF00) >> 8) / 255.0,
+                blue: Double(rgb & 0x0000FF) / 255.0
+            )
+        case 8:
+            self.init(
+                red: Double((rgb & 0xFF000000) >> 24) / 255.0,
+                green: Double((rgb & 0x00FF0000) >> 16) / 255.0,
+                blue: Double((rgb & 0x0000FF00) >> 8) / 255.0,
+                opacity: Double(rgb & 0x000000FF) / 255.0
+            )
+        default:
+            return nil
+        }
+    }
+
+    // MARK: - Hex String Output
+
+    var hexString: String {
+        guard let components = UIColor(self).cgColor.components else {
+            return "#000000"
+        }
+
+        let r = Int(components[0] * 255.0)
+        let g = Int(components[1] * 255.0)
+        let b = Int(components[2] * 255.0)
+
+        return String(format: "#%02X%02X%02X", r, g, b)
+    }
+
+    // MARK: - App Colors
+
+    static let appPrimary = Color(hex: "#3B82F6") ?? .blue
+    static let appSecondary = Color(hex: "#10B981") ?? .green
+    static let appAccent = Color(hex: "#F59E0B") ?? .orange
+    static let appError = Color(hex: "#EF4444") ?? .red
+    static let appSuccess = Color(hex: "#10B981") ?? .green
+    static let appWarning = Color(hex: "#F59E0B") ?? .orange
+
+    // MARK: - Financial Colors
+
+    static let positiveGreen = Color(hex: "#10B981") ?? .green
+    static let negativeRed = Color(hex: "#EF4444") ?? .red
+    static let neutralGray = Color(hex: "#6B7280") ?? .gray
+
+    static func financialColor(for value: Decimal) -> Color {
+        if value > 0 {
+            return .positiveGreen
+        } else if value < 0 {
+            return .negativeRed
+        } else {
+            return .neutralGray
+        }
+    }
+
+    static func financialColor(for value: Double) -> Color {
+        if value > 0 {
+            return .positiveGreen
+        } else if value < 0 {
+            return .negativeRed
+        } else {
+            return .neutralGray
+        }
+    }
+
+    // MARK: - Category Colors
+
+    static let categoryColors: [String] = [
+        "#3B82F6", // Blue
+        "#10B981", // Green
+        "#F59E0B", // Amber
+        "#EF4444", // Red
+        "#8B5CF6", // Purple
+        "#EC4899", // Pink
+        "#14B8A6", // Teal
+        "#F97316", // Orange
+        "#6366F1", // Indigo
+        "#84CC16", // Lime
+        "#06B6D4", // Cyan
+        "#A855F7"  // Violet
+    ]
+
+    static func categoryColor(at index: Int) -> Color {
+        let hex = categoryColors[index % categoryColors.count]
+        return Color(hex: hex) ?? .blue
+    }
+
+    // MARK: - Chart Colors
+
+    static let chartColors: [Color] = categoryColors.compactMap { Color(hex: $0) }
+
+    // MARK: - Adjustments
+
+    func lighter(by percentage: Double = 0.2) -> Color {
+        adjustBrightness(by: abs(percentage))
+    }
+
+    func darker(by percentage: Double = 0.2) -> Color {
+        adjustBrightness(by: -abs(percentage))
+    }
+
+    private func adjustBrightness(by percentage: Double) -> Color {
+        var hue: CGFloat = 0
+        var saturation: CGFloat = 0
+        var brightness: CGFloat = 0
+        var alpha: CGFloat = 0
+
+        UIColor(self).getHue(&hue, saturation: &saturation, brightness: &brightness, alpha: &alpha)
+
+        let newBrightness = max(0, min(1, brightness + CGFloat(percentage)))
+
+        return Color(UIColor(hue: hue, saturation: saturation, brightness: newBrightness, alpha: alpha))
+    }
+
+    // MARK: - Opacity Variants
+
+    var soft: Color {
+        self.opacity(0.1)
+    }
+
+    var medium: Color {
+        self.opacity(0.5)
+    }
+}
+
+// MARK: - Gradient Extensions
+
+extension LinearGradient {
+    static let appPrimaryGradient = LinearGradient(
+        colors: [Color.appPrimary, Color.appPrimary.lighter()],
+        startPoint: .topLeading,
+        endPoint: .bottomTrailing
+    )
+
+    static let positiveGradient = LinearGradient(
+        colors: [Color.positiveGreen.lighter(), Color.positiveGreen],
+        startPoint: .top,
+        endPoint: .bottom
+    )
+
+    static let negativeGradient = LinearGradient(
+        colors: [Color.negativeRed.lighter(), Color.negativeRed],
+        startPoint: .top,
+        endPoint: .bottom
+    )
+}

InvestmentTracker/Utilities/Extensions/Date+Extensions.swift

@@ -0,0 +1,195 @@
+import Foundation
+
+extension Date {
+    // MARK: - Formatting
+
+    var shortDateString: String {
+        let formatter = DateFormatter()
+        formatter.dateStyle = .short
+        formatter.timeStyle = .none
+        return formatter.string(from: self)
+    }
+
+    var mediumDateString: String {
+        let formatter = DateFormatter()
+        formatter.dateStyle = .medium
+        formatter.timeStyle = .none
+        return formatter.string(from: self)
+    }
+
+    var longDateString: String {
+        let formatter = DateFormatter()
+        formatter.dateStyle = .long
+        formatter.timeStyle = .none
+        return formatter.string(from: self)
+    }
+
+    var monthYearString: String {
+        let formatter = DateFormatter()
+        formatter.dateFormat = "MMM yyyy"
+        return formatter.string(from: self)
+    }
+
+    var yearString: String {
+        let formatter = DateFormatter()
+        formatter.dateFormat = "yyyy"
+        return formatter.string(from: self)
+    }
+
+    var iso8601String: String {
+        ISO8601DateFormatter().string(from: self)
+    }
+
+    // MARK: - Components
+
+    var startOfDay: Date {
+        Calendar.current.startOfDay(for: self)
+    }
+
+    var startOfMonth: Date {
+        let components = Calendar.current.dateComponents([.year, .month], from: self)
+        return Calendar.current.date(from: components) ?? self
+    }
+
+    var startOfYear: Date {
+        let components = Calendar.current.dateComponents([.year], from: self)
+        return Calendar.current.date(from: components) ?? self
+    }
+
+    var endOfMonth: Date {
+        let startOfNextMonth = Calendar.current.date(
+            byAdding: .month,
+            value: 1,
+            to: startOfMonth
+        ) ?? self
+        return Calendar.current.date(byAdding: .day, value: -1, to: startOfNextMonth) ?? self
+    }
+
+    // MARK: - Comparisons
+
+    func isSameDay(as other: Date) -> Bool {
+        Calendar.current.isDate(self, inSameDayAs: other)
+    }
+
+    func isSameMonth(as other: Date) -> Bool {
+        let selfComponents = Calendar.current.dateComponents([.year, .month], from: self)
+        let otherComponents = Calendar.current.dateComponents([.year, .month], from: other)
+        return selfComponents.year == otherComponents.year &&
+               selfComponents.month == otherComponents.month
+    }
+
+    func isSameYear(as other: Date) -> Bool {
+        Calendar.current.component(.year, from: self) ==
+            Calendar.current.component(.year, from: other)
+    }
+
+    var isToday: Bool {
+        Calendar.current.isDateInToday(self)
+    }
+
+    var isYesterday: Bool {
+        Calendar.current.isDateInYesterday(self)
+    }
+
+    var isThisMonth: Bool {
+        isSameMonth(as: Date())
+    }
+
+    var isThisYear: Bool {
+        isSameYear(as: Date())
+    }
+
+    // MARK: - Calculations
+
+    func adding(days: Int) -> Date {
+        Calendar.current.date(byAdding: .day, value: days, to: self) ?? self
+    }
+
+    func adding(months: Int) -> Date {
+        Calendar.current.date(byAdding: .month, value: months, to: self) ?? self
+    }
+
+    func adding(years: Int) -> Date {
+        Calendar.current.date(byAdding: .year, value: years, to: self) ?? self
+    }
+
+    func monthsBetween(_ other: Date) -> Int {
+        let components = Calendar.current.dateComponents([.month], from: self, to: other)
+        return components.month ?? 0
+    }
+
+    func daysBetween(_ other: Date) -> Int {
+        let components = Calendar.current.dateComponents([.day], from: self, to: other)
+        return components.day ?? 0
+    }
+
+    func yearsBetween(_ other: Date) -> Double {
+        let days = Double(daysBetween(other))
+        return days / 365.25
+    }
+
+    // MARK: - Relative Description
+
+    var relativeDescription: String {
+        let formatter = RelativeDateTimeFormatter()
+        formatter.unitsStyle = .abbreviated
+        return formatter.localizedString(for: self, relativeTo: Date())
+    }
+
+    var friendlyDescription: String {
+        if isToday {
+            return "Today"
+        } else if isYesterday {
+            return "Yesterday"
+        } else if isThisMonth {
+            let formatter = DateFormatter()
+            formatter.dateFormat = "EEEE, d"
+            return formatter.string(from: self)
+        } else if isThisYear {
+            let formatter = DateFormatter()
+            formatter.dateFormat = "MMM d"
+            return formatter.string(from: self)
+        } else {
+            return mediumDateString
+        }
+    }
+}
+
+// MARK: - Date Range
+
+struct DateRange {
+    let start: Date
+    let end: Date
+
+    static var thisMonth: DateRange {
+        let now = Date()
+        return DateRange(start: now.startOfMonth, end: now)
+    }
+
+    static var lastMonth: DateRange {
+        let now = Date()
+        let lastMonth = now.adding(months: -1)
+        return DateRange(start: lastMonth.startOfMonth, end: lastMonth.endOfMonth)
+    }
+
+    static var thisYear: DateRange {
+        let now = Date()
+        return DateRange(start: now.startOfYear, end: now)
+    }
+
+    static var lastYear: DateRange {
+        let now = Date()
+        let lastYear = now.adding(years: -1)
+        return DateRange(start: lastYear.startOfYear, end: now.startOfYear.adding(days: -1))
+    }
+
+    static func last(months: Int) -> DateRange {
+        let now = Date()
+        let start = now.adding(months: -months)
+        return DateRange(start: start, end: now)
+    }
+
+    func contains(_ date: Date) -> Bool {
+        date >= start && date <= end
+    }
+}

InvestmentTracker/Utilities/Extensions/Decimal+Extensions.swift

@@ -0,0 +1,127 @@
+import Foundation
+
+extension Decimal {
+    // MARK: - Formatting
+
+    var currencyString: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 2
+        return formatter.string(from: self as NSDecimalNumber) ?? "€0.00"
+    }
+
+    var compactCurrencyString: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .currency
+        formatter.currencyCode = "EUR"
+        formatter.maximumFractionDigits = 0
+        return formatter.string(from: self as NSDecimalNumber) ?? "€0"
+    }
+
+    var shortCurrencyString: String {
+        let value = NSDecimalNumber(decimal: self).doubleValue
+
+        switch abs(value) {
+        case 1_000_000...:
+            return String(format: "€%.1fM", value / 1_000_000)
+        case 1_000...:
+            return String(format: "€%.1fK", value / 1_000)
+        default:
+            return compactCurrencyString
+        }
+    }
+
+    var percentageString: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .percent
+        formatter.maximumFractionDigits = 2
+        formatter.multiplier = 1
+        return formatter.string(from: self as NSDecimalNumber) ?? "0%"
+    }
+
+    var signedPercentageString: String {
+        let prefix = self >= 0 ? "+" : ""
+        return prefix + percentageString
+    }
+
+    var decimalString: String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .decimal
+        formatter.maximumFractionDigits = 2
+        return formatter.string(from: self as NSDecimalNumber) ?? "0"
+    }
+
+    // MARK: - Conversions
+
+    var doubleValue: Double {
+        NSDecimalNumber(decimal: self).doubleValue
+    }
+
+    var intValue: Int {
+        NSDecimalNumber(decimal: self).intValue
+    }
+
+    // MARK: - Math Operations
+
+    var abs: Decimal {
+        self < 0 ? -self : self
+    }
+
+    func rounded(scale: Int = 2) -> Decimal {
+        var result = Decimal()
+        var mutableSelf = self
+        NSDecimalRound(&result, &mutableSelf, scale, .plain)
+        return result
+    }
+
+    // MARK: - Comparisons
+
+    var isPositive: Bool {
+        self > 0
+    }
+
+    var isNegative: Bool {
+        self < 0
+    }
+
+    var isZero: Bool {
+        self == 0
+    }
+
+    // MARK: - Static Helpers
+
+    static func from(_ double: Double) -> Decimal {
+        Decimal(double)
+    }
+
+    static func from(_ string: String) -> Decimal? {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .decimal
+        return formatter.number(from: string)?.decimalValue
+    }
+}
+
+// MARK: - NSDecimalNumber Extension
+
+extension NSDecimalNumber {
+    var currencyString: String {
+        decimalValue.currencyString
+    }
+
+    var compactCurrencyString: String {
+        decimalValue.compactCurrencyString
+    }
+}
+
+// MARK: - Optional Decimal
+
+extension Optional where Wrapped == Decimal {
+    var orZero: Decimal {
+        self ?? Decimal.zero
+    }
+
+    var currencyString: String {
+        (self ?? Decimal.zero).currencyString
+    }
+}

InvestmentTracker/Utilities/FreemiumValidator.swift

@@ -0,0 +1,186 @@
+import Foundation
+
+enum FreemiumLimits {
+    static let maxSources = 5
+    static let maxHistoricalMonths = 12
+}
+
+class FreemiumValidator: ObservableObject {
+    private let iapService: IAPService
+
+    init(iapService: IAPService) {
+        self.iapService = iapService
+    }
+
+    // MARK: - Source Limits
+
+    var isPremium: Bool {
+        iapService.isPremium
+    }
+
+    func canAddSource(currentCount: Int) -> Bool {
+        if iapService.isPremium { return true }
+        return currentCount < FreemiumLimits.maxSources
+    }
+
+    func remainingSources(currentCount: Int) -> Int {
+        if iapService.isPremium { return Int.max }
+        return max(0, FreemiumLimits.maxSources - currentCount)
+    }
+
+    var sourceLimit: Int {
+        iapService.isPremium ? Int.max : FreemiumLimits.maxSources
+    }
+
+    var sourceLimitDescription: String {
+        if iapService.isPremium {
+            return "Unlimited"
+        }
+        return "\(FreemiumLimits.maxSources) sources"
+    }
+
+    // MARK: - Historical Data Limits
+
+    func filterSnapshots(_ snapshots: [Snapshot]) -> [Snapshot] {
+        if iapService.isPremium { return snapshots }
+
+        let cutoffDate = Calendar.current.date(
+            byAdding: .month,
+            value: -FreemiumLimits.maxHistoricalMonths,
+            to: Date()
+        ) ?? Date()
+
+        return snapshots.filter { $0.date >= cutoffDate }
+    }
+
+    func isSnapshotAccessible(_ snapshot: Snapshot) -> Bool {
+        if iapService.isPremium { return true }
+
+        let cutoffDate = Calendar.current.date(
+            byAdding: .month,
+            value: -FreemiumLimits.maxHistoricalMonths,
+            to: Date()
+        ) ?? Date()
+
+        return snapshot.date >= cutoffDate
+    }
+
+    var historicalLimit: Int {
+        iapService.isPremium ? Int.max : FreemiumLimits.maxHistoricalMonths
+    }
+
+    var historicalLimitDescription: String {
+        if iapService.isPremium {
+            return "Full history"
+        }
+        return "Last \(FreemiumLimits.maxHistoricalMonths) months"
+    }
+
+    // MARK: - Feature Access
+
+    func canExport() -> Bool {
+        return iapService.isPremium
+    }
+
+    func canViewPredictions() -> Bool {
+        return iapService.isPremium
+    }
+
+    func canViewAdvancedCharts() -> Bool {
+        return iapService.isPremium
+    }
+
+    func canAccessFeature(_ feature: PremiumFeature) -> Bool {
+        if iapService.isPremium { return true }
+
+        switch feature {
+        case .unlimitedSources:
+            return false
+        case .fullHistory:
+            return false
+        case .advancedCharts:
+            return false
+        case .predictions:
+            return false
+        case .export:
+            return false
+        case .noAds:
+            return false
+        }
+    }
+
+    // MARK: - Premium Features Enum
+
+    enum PremiumFeature: String, CaseIterable, Identifiable {
+        case unlimitedSources = "unlimited_sources"
+        case fullHistory = "full_history"
+        case advancedCharts = "advanced_charts"
+        case predictions = "predictions"
+        case export = "export"
+        case noAds = "no_ads"
+
+        var id: String { rawValue }
+
+        var title: String {
+            switch self {
+            case .unlimitedSources: return "Unlimited Sources"
+            case .fullHistory: return "Full History"
+            case .advancedCharts: return "Advanced Charts"
+            case .predictions: return "Predictions"
+            case .export: return "Export Data"
+            case .noAds: return "No Ads"
+            }
+        }
+
+        var icon: String {
+            switch self {
+            case .unlimitedSources: return "infinity"
+            case .fullHistory: return "clock.arrow.circlepath"
+            case .advancedCharts: return "chart.bar.xaxis"
+            case .predictions: return "wand.and.stars"
+            case .export: return "square.and.arrow.up"
+            case .noAds: return "xmark.circle"
+            }
+        }
+
+        var description: String {
+            switch self {
+            case .unlimitedSources:
+                return "Track as many investment sources as you want"
+            case .fullHistory:
+                return "Access your complete investment history"
+            case .advancedCharts:
+                return "5 types of detailed analytics charts"
+            case .predictions:
+                return "AI-powered 12-month forecasts"
+            case .export:
+                return "Export to CSV and JSON formats"
+            case .noAds:
+                return "Ad-free experience forever"
+            }
+        }
+    }
+
+    // MARK: - Paywall Triggers
+
+    enum PaywallTrigger: String {
+        case sourceLimit = "source_limit"
+        case historyLimit = "history_limit"
+        case advancedCharts = "advanced_charts"
+        case predictions = "predictions"
+        case export = "export"
+        case settingsUpgrade = "settings_upgrade"
+        case manualTap = "manual_tap"
+    }
+
+    func shouldShowPaywall(for trigger: PaywallTrigger) -> Bool {
+        guard !iapService.isPremium else { return false }
+
+        switch trigger {
+        case .sourceLimit, .historyLimit, .advancedCharts, .predictions, .export:
+            return true
+        case .settingsUpgrade, .manualTap:
+            return true
+        }
+    }
+}

InvestmentTracker/ViewModels/ChartsViewModel.swift

@@ -0,0 +1,329 @@
+import Foundation
+import Combine
+
+@MainActor
+class ChartsViewModel: ObservableObject {
+    // MARK: - Chart Types
+
+    enum ChartType: String, CaseIterable, Identifiable {
+        case evolution = "Evolution"
+        case allocation = "Allocation"
+        case performance = "Performance"
+        case drawdown = "Drawdown"
+        case volatility = "Volatility"
+        case prediction = "Prediction"
+
+        var id: String { rawValue }
+
+        var icon: String {
+            switch self {
+            case .evolution: return "chart.line.uptrend.xyaxis"
+            case .allocation: return "chart.pie.fill"
+            case .performance: return "chart.bar.fill"
+            case .drawdown: return "arrow.down.right.circle"
+            case .volatility: return "waveform.path.ecg"
+            case .prediction: return "wand.and.stars"
+            }
+        }
+
+        var isPremium: Bool {
+            switch self {
+            case .evolution:
+                return false
+            case .allocation, .performance, .drawdown, .volatility, .prediction:
+                return true
+            }
+        }
+
+        var description: String {
+            switch self {
+            case .evolution:
+                return "Track your portfolio value over time"
+            case .allocation:
+                return "See how your investments are distributed"
+            case .performance:
+                return "Compare returns across categories"
+            case .drawdown:
+                return "Analyze declines from peak values"
+            case .volatility:
+                return "Understand investment risk levels"
+            case .prediction:
+                return "View 12-month forecasts"
+            }
+        }
+    }
+
+    // MARK: - Published Properties
+
+    @Published var selectedChartType: ChartType = .evolution
+    @Published var selectedCategory: Category?
+    @Published var selectedTimeRange: TimeRange = .year
+
+    @Published var evolutionData: [(date: Date, value: Decimal)] = []
+    @Published var allocationData: [(category: String, value: Decimal, color: String)] = []
+    @Published var performanceData: [(category: String, cagr: Double, color: String)] = []
+    @Published var drawdownData: [(date: Date, drawdown: Double)] = []
+    @Published var volatilityData: [(date: Date, volatility: Double)] = []
+    @Published var predictionData: [Prediction] = []
+
+    @Published var isLoading = false
+    @Published var showingPaywall = false
+
+    // MARK: - Time Range
+
+    enum TimeRange: String, CaseIterable, Identifiable {
+        case month = "1M"
+        case quarter = "3M"
+        case halfYear = "6M"
+        case year = "1Y"
+        case all = "All"
+
+        var id: String { rawValue }
+
+        var months: Int? {
+            switch self {
+            case .month: return 1
+            case .quarter: return 3
+            case .halfYear: return 6
+            case .year: return 12
+            case .all: return nil
+            }
+        }
+    }
+
+    // MARK: - Dependencies
+
+    private let sourceRepository: InvestmentSourceRepository
+    private let categoryRepository: CategoryRepository
+    private let snapshotRepository: SnapshotRepository
+    private let calculationService: CalculationService
+    private let predictionEngine: PredictionEngine
+    private let freemiumValidator: FreemiumValidator
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Initialization
+
+    init(
+        sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
+        categoryRepository: CategoryRepository = CategoryRepository(),
+        snapshotRepository: SnapshotRepository = SnapshotRepository(),
+        calculationService: CalculationService = .shared,
+        predictionEngine: PredictionEngine = .shared,
+        iapService: IAPService
+    ) {
+        self.sourceRepository = sourceRepository
+        self.categoryRepository = categoryRepository
+        self.snapshotRepository = snapshotRepository
+        self.calculationService = calculationService
+        self.predictionEngine = predictionEngine
+        self.freemiumValidator = FreemiumValidator(iapService: iapService)
+
+        setupObservers()
+        loadData()
+    }
+
+    // MARK: - Setup
+
+    private func setupObservers() {
+        Publishers.CombineLatest3($selectedChartType, $selectedCategory, $selectedTimeRange)
+            .debounce(for: .milliseconds(100), scheduler: DispatchQueue.main)
+            .sink { [weak self] chartType, category, timeRange in
+                self?.updateChartData(chartType: chartType, category: category, timeRange: timeRange)
+            }
+            .store(in: &cancellables)
+    }
+
+    // MARK: - Data Loading
+
+    func loadData() {
+        updateChartData(
+            chartType: selectedChartType,
+            category: selectedCategory,
+            timeRange: selectedTimeRange
+        )
+
+        FirebaseService.shared.logScreenView(screenName: "Charts")
+    }
+
+    func selectChart(_ chartType: ChartType) {
+        if chartType.isPremium && !freemiumValidator.isPremium {
+            showingPaywall = true
+            FirebaseService.shared.logPaywallShown(trigger: "advanced_charts")
+            return
+        }
+
+        selectedChartType = chartType
+        FirebaseService.shared.logChartViewed(
+            chartType: chartType.rawValue,
+            isPremium: chartType.isPremium
+        )
+    }
+
+    private func updateChartData(chartType: ChartType, category: Category?, timeRange: TimeRange) {
+        isLoading = true
+
+        let sources: [InvestmentSource]
+        if let category = category {
+            sources = sourceRepository.fetchSources(for: category)
+        } else {
+            sources = sourceRepository.sources
+        }
+
+        var snapshots = sources.flatMap { $0.snapshotsArray }
+
+        // Filter by time range
+        if let months = timeRange.months {
+            let cutoff = Calendar.current.date(byAdding: .month, value: -months, to: Date()) ?? Date()
+            snapshots = snapshots.filter { $0.date >= cutoff }
+        }
+
+        // Apply freemium filter
+        snapshots = freemiumValidator.filterSnapshots(snapshots)
+
+        switch chartType {
+        case .evolution:
+            calculateEvolutionData(from: snapshots)
+        case .allocation:
+            calculateAllocationData()
+        case .performance:
+            calculatePerformanceData()
+        case .drawdown:
+            calculateDrawdownData(from: snapshots)
+        case .volatility:
+            calculateVolatilityData(from: snapshots)
+        case .prediction:
+            calculatePredictionData(from: snapshots)
+        }
+
+        isLoading = false
+    }
+
+    // MARK: - Chart Calculations
+
+    private func calculateEvolutionData(from snapshots: [Snapshot]) {
+        let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
+
+        var dateValues: [Date: Decimal] = [:]
+
+        for snapshot in sortedSnapshots {
+            let day = Calendar.current.startOfDay(for: snapshot.date)
+            dateValues[day, default: 0] += snapshot.decimalValue
+        }
+
+        evolutionData = dateValues
+            .map { (date: $0.key, value: $0.value) }
+            .sorted { $0.date < $1.date }
+    }
+
+    private func calculateAllocationData() {
+        let categories = categoryRepository.categories
+        let total = categories.reduce(Decimal.zero) { $0 + $1.totalValue }
+
+        allocationData = categories
+            .filter { $0.totalValue > 0 }
+            .map { category in
+                (
+                    category: category.name,
+                    value: category.totalValue,
+                    color: category.colorHex
+                )
+            }
+            .sorted { $0.value > $1.value }
+    }
+
+    private func calculatePerformanceData() {
+        let categories = categoryRepository.categories
+
+        performanceData = categories.compactMap { category in
+            let snapshots = category.sourcesArray.flatMap { $0.snapshotsArray }
+            guard snapshots.count >= 2 else { return nil }
+
+            let metrics = calculationService.calculateMetrics(for: snapshots)
+
+            return (
+                category: category.name,
+                cagr: metrics.cagr,
+                color: category.colorHex
+            )
+        }.sorted { $0.cagr > $1.cagr }
+    }
+
+    private func calculateDrawdownData(from snapshots: [Snapshot]) {
+        let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
+        guard !sortedSnapshots.isEmpty else {
+            drawdownData = []
+            return
+        }
+
+        var peak = sortedSnapshots.first!.decimalValue
+        var data: [(date: Date, drawdown: Double)] = []
+
+        for snapshot in sortedSnapshots {
+            let value = snapshot.decimalValue
+            if value > peak {
+                peak = value
+            }
+
+            let drawdown = peak > 0
+                ? NSDecimalNumber(decimal: (peak - value) / peak).doubleValue * 100
+                : 0
+
+            data.append((date: snapshot.date, drawdown: -drawdown))
+        }
+
+        drawdownData = data
+    }
+
+    private func calculateVolatilityData(from snapshots: [Snapshot]) {
+        let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
+        guard sortedSnapshots.count >= 3 else {
+            volatilityData = []
+            return
+        }
+
+        var data: [(date: Date, volatility: Double)] = []
+        let windowSize = 3
+
+        for i in windowSize..<sortedSnapshots.count {
+            let window = Array(sortedSnapshots[(i - windowSize)..<i])
+            let values = window.map { NSDecimalNumber(decimal: $0.decimalValue).doubleValue }
+
+            let mean = values.reduce(0, +) / Double(values.count)
+            let variance = values.map { pow($0 - mean, 2) }.reduce(0, +) / Double(values.count)
+            let stdDev = sqrt(variance)
+            let volatility = mean > 0 ? (stdDev / mean) * 100 : 0
+
+            data.append((date: sortedSnapshots[i].date, volatility: volatility))
+        }
+
+        volatilityData = data
+    }
+
+    private func calculatePredictionData(from snapshots: [Snapshot]) {
+        guard freemiumValidator.canViewPredictions() else {
+            predictionData = []
+            return
+        }
+
+        let result = predictionEngine.predict(snapshots: snapshots)
+        predictionData = result.predictions
+    }
+
+    // MARK: - Computed Properties
+
+    var categories: [Category] {
+        categoryRepository.categories
+    }
+
+    var availableChartTypes: [ChartType] {
+        ChartType.allCases
+    }
+
+    var isPremium: Bool {
+        freemiumValidator.isPremium
+    }
+
+    var hasData: Bool {
+        !sourceRepository.sources.isEmpty
+    }
+}

InvestmentTracker/ViewModels/DashboardViewModel.swift

@@ -0,0 +1,203 @@
+import Foundation
+import Combine
+import CoreData
+
+@MainActor
+class DashboardViewModel: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published var portfolioSummary: PortfolioSummary = .empty
+    @Published var categoryMetrics: [CategoryMetrics] = []
+    @Published var recentSnapshots: [Snapshot] = []
+    @Published var sourcesNeedingUpdate: [InvestmentSource] = []
+    @Published var isLoading = false
+    @Published var errorMessage: String?
+
+    // MARK: - Chart Data
+
+    @Published var evolutionData: [(date: Date, value: Decimal)] = []
+
+    // MARK: - Dependencies
+
+    private let categoryRepository: CategoryRepository
+    private let sourceRepository: InvestmentSourceRepository
+    private let snapshotRepository: SnapshotRepository
+    private let calculationService: CalculationService
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Initialization
+
+    init(
+        categoryRepository: CategoryRepository = CategoryRepository(),
+        sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
+        snapshotRepository: SnapshotRepository = SnapshotRepository(),
+        calculationService: CalculationService = .shared
+    ) {
+        self.categoryRepository = categoryRepository
+        self.sourceRepository = sourceRepository
+        self.snapshotRepository = snapshotRepository
+        self.calculationService = calculationService
+
+        setupObservers()
+        loadData()
+    }
+
+    // MARK: - Setup
+
+    private func setupObservers() {
+        // Observe category changes
+        categoryRepository.$categories
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.refreshData()
+            }
+            .store(in: &cancellables)
+
+        // Observe source changes
+        sourceRepository.$sources
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.refreshData()
+            }
+            .store(in: &cancellables)
+
+        // Observe Core Data changes
+        NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
+            .debounce(for: .milliseconds(500), scheduler: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.refreshData()
+            }
+            .store(in: &cancellables)
+    }
+
+    // MARK: - Data Loading
+
+    func loadData() {
+        isLoading = true
+        errorMessage = nil
+
+        Task {
+            await refreshAllData()
+            isLoading = false
+        }
+    }
+
+    func refreshData() {
+        Task {
+            await refreshAllData()
+        }
+    }
+
+    private func refreshAllData() async {
+        let categories = categoryRepository.categories
+        let sources = sourceRepository.sources
+        let allSnapshots = snapshotRepository.fetchAllSnapshots()
+
+        // Calculate portfolio summary
+        portfolioSummary = calculationService.calculatePortfolioSummary(
+            from: sources,
+            snapshots: allSnapshots
+        )
+
+        // Calculate category metrics
+        categoryMetrics = calculationService.calculateCategoryMetrics(
+            for: categories,
+            totalPortfolioValue: portfolioSummary.totalValue
+        ).sorted { $0.totalValue > $1.totalValue }
+
+        // Get recent snapshots
+        recentSnapshots = Array(allSnapshots.prefix(10))
+
+        // Get sources needing update
+        sourcesNeedingUpdate = sourceRepository.fetchSourcesNeedingUpdate()
+
+        // Calculate evolution data for chart
+        calculateEvolutionData(from: allSnapshots)
+
+        // Log screen view
+        FirebaseService.shared.logScreenView(screenName: "Dashboard")
+    }
+
+    private func calculateEvolutionData(from snapshots: [Snapshot]) {
+        // Group snapshots by date and sum values
+        var dateValues: [Date: Decimal] = [:]
+
+        // Get unique dates
+        let sortedSnapshots = snapshots.sorted { $0.date < $1.date }
+
+        for snapshot in sortedSnapshots {
+            let startOfDay = Calendar.current.startOfDay(for: snapshot.date)
+
+            // For each date, we need the total portfolio value at that point
+            // This requires summing the latest value for each source up to that date
+            let sourcesAtDate = Dictionary(grouping: sortedSnapshots.filter { $0.date <= snapshot.date }) {
+                $0.source?.id ?? UUID()
+            }
+
+            var totalAtDate: Decimal = 0
+            for (_, sourceSnapshots) in sourcesAtDate {
+                if let latestForSource = sourceSnapshots.max(by: { $0.date < $1.date }) {
+                    totalAtDate += latestForSource.decimalValue
+                }
+            }
+
+            dateValues[startOfDay] = totalAtDate
+        }
+
+        evolutionData = dateValues
+            .map { (date: $0.key, value: $0.value) }
+            .sorted { $0.date < $1.date }
+    }
+
+    // MARK: - Computed Properties
+
+    var hasData: Bool {
+        !sourceRepository.sources.isEmpty
+    }
+
+    var totalSourceCount: Int {
+        sourceRepository.sourceCount
+    }
+
+    var totalCategoryCount: Int {
+        categoryRepository.categories.count
+    }
+
+    var pendingUpdatesCount: Int {
+        sourcesNeedingUpdate.count
+    }
+
+    var topCategories: [CategoryMetrics] {
+        Array(categoryMetrics.prefix(5))
+    }
+
+    // MARK: - Formatting
+
+    var formattedTotalValue: String {
+        portfolioSummary.formattedTotalValue
+    }
+
+    var formattedDayChange: String {
+        portfolioSummary.formattedDayChange
+    }
+
+    var formattedMonthChange: String {
+        portfolioSummary.formattedMonthChange
+    }
+
+    var formattedYearChange: String {
+        portfolioSummary.formattedYearChange
+    }
+
+    var isDayChangePositive: Bool {
+        portfolioSummary.dayChange >= 0
+    }
+
+    var isMonthChangePositive: Bool {
+        portfolioSummary.monthChange >= 0
+    }
+
+    var isYearChangePositive: Bool {
+        portfolioSummary.yearChange >= 0
+    }
+}

InvestmentTracker/ViewModels/SettingsViewModel.swift

@@ -0,0 +1,247 @@
+import Foundation
+import Combine
+import UIKit
+
+@MainActor
+class SettingsViewModel: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published var isPremium = false
+    @Published var isFamilyShared = false
+    @Published var notificationsEnabled = false
+    @Published var defaultNotificationTime = Date()
+    @Published var analyticsEnabled = true
+
+    @Published var isLoading = false
+    @Published var showingPaywall = false
+    @Published var showingExportOptions = false
+    @Published var showingResetConfirmation = false
+    @Published var errorMessage: String?
+    @Published var successMessage: String?
+
+    // MARK: - Statistics
+
+    @Published var totalSources = 0
+    @Published var totalSnapshots = 0
+    @Published var totalCategories = 0
+
+    // MARK: - Dependencies
+
+    private let iapService: IAPService
+    private let notificationService: NotificationService
+    private let sourceRepository: InvestmentSourceRepository
+    private let categoryRepository: CategoryRepository
+    private let freemiumValidator: FreemiumValidator
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Initialization
+
+    init(
+        iapService: IAPService,
+        notificationService: NotificationService = .shared,
+        sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
+        categoryRepository: CategoryRepository = CategoryRepository()
+    ) {
+        self.iapService = iapService
+        self.notificationService = notificationService
+        self.sourceRepository = sourceRepository
+        self.categoryRepository = categoryRepository
+        self.freemiumValidator = FreemiumValidator(iapService: iapService)
+
+        setupObservers()
+        loadSettings()
+    }
+
+    // MARK: - Setup
+
+    private func setupObservers() {
+        iapService.$isPremium
+            .receive(on: DispatchQueue.main)
+            .assign(to: &$isPremium)
+
+        iapService.$isFamilyShared
+            .receive(on: DispatchQueue.main)
+            .assign(to: &$isFamilyShared)
+
+        notificationService.$isAuthorized
+            .receive(on: DispatchQueue.main)
+            .assign(to: &$notificationsEnabled)
+    }
+
+    // MARK: - Data Loading
+
+    func loadSettings() {
+        let context = CoreDataStack.shared.viewContext
+        let settings = AppSettings.getOrCreate(in: context)
+
+        defaultNotificationTime = settings.defaultNotificationTime ?? Date()
+        analyticsEnabled = settings.enableAnalytics
+
+        // Load statistics
+        totalSources = sourceRepository.sourceCount
+        totalCategories = categoryRepository.categories.count
+        totalSnapshots = sourceRepository.sources.reduce(0) { $0 + $1.snapshotCount }
+
+        FirebaseService.shared.logScreenView(screenName: "Settings")
+    }
+
+    // MARK: - Premium Actions
+
+    func upgradeToPremium() {
+        showingPaywall = true
+        FirebaseService.shared.logPaywallShown(trigger: "settings_upgrade")
+    }
+
+    func restorePurchases() async {
+        isLoading = true
+        await iapService.restorePurchases()
+        isLoading = false
+
+        if isPremium {
+            successMessage = "Purchases restored successfully!"
+            FirebaseService.shared.logRestorePurchases(success: true)
+        } else {
+            errorMessage = "No purchases to restore"
+            FirebaseService.shared.logRestorePurchases(success: false)
+        }
+    }
+
+    // MARK: - Notification Settings
+
+    func requestNotificationPermission() async {
+        let granted = await notificationService.requestAuthorization()
+        if !granted {
+            errorMessage = "Please enable notifications in Settings"
+        }
+    }
+
+    func updateNotificationTime(_ time: Date) {
+        defaultNotificationTime = time
+
+        let context = CoreDataStack.shared.viewContext
+        let settings = AppSettings.getOrCreate(in: context)
+        settings.defaultNotificationTime = time
+        CoreDataStack.shared.save()
+
+        // Reschedule all notifications with new time
+        let sources = sourceRepository.fetchActiveSources()
+        notificationService.scheduleAllReminders(for: sources)
+    }
+
+    func openSystemSettings() {
+        if let url = URL(string: UIApplication.openSettingsURLString) {
+            UIApplication.shared.open(url)
+        }
+    }
+
+    // MARK: - Export
+
+    func exportData(format: ExportService.ExportFormat) {
+        guard freemiumValidator.canExport() else {
+            showingPaywall = true
+            FirebaseService.shared.logPaywallShown(trigger: "export")
+            return
+        }
+
+        guard let windowScene = UIApplication.shared.connectedScenes.first as? UIWindowScene,
+              let viewController = windowScene.windows.first?.rootViewController else {
+            return
+        }
+
+        ExportService.shared.share(
+            format: format,
+            sources: sourceRepository.sources,
+            categories: categoryRepository.categories,
+            from: viewController
+        )
+    }
+
+    var canExport: Bool {
+        freemiumValidator.canExport()
+    }
+
+    // MARK: - Analytics
+
+    func toggleAnalytics(_ enabled: Bool) {
+        analyticsEnabled = enabled
+
+        let context = CoreDataStack.shared.viewContext
+        let settings = AppSettings.getOrCreate(in: context)
+        settings.enableAnalytics = enabled
+        CoreDataStack.shared.save()
+
+        // Note: In production, you'd also update Firebase Analytics consent
+    }
+
+    // MARK: - Data Management
+
+    func resetAllData() {
+        let context = CoreDataStack.shared.viewContext
+
+        // Delete all snapshots, sources, and categories
+        for source in sourceRepository.sources {
+            context.delete(source)
+        }
+        for category in categoryRepository.categories {
+            context.delete(category)
+        }
+
+        CoreDataStack.shared.save()
+
+        // Clear notifications
+        notificationService.cancelAllReminders()
+
+        // Recreate default categories
+        categoryRepository.createDefaultCategoriesIfNeeded()
+
+        // Reload data
+        loadSettings()
+
+        successMessage = "All data has been reset"
+    }
+
+    // MARK: - Computed Properties
+
+    var appVersion: String {
+        "\(AppConstants.appVersion) (\(AppConstants.buildNumber))"
+    }
+
+    var premiumStatusText: String {
+        if isPremium {
+            return isFamilyShared ? "Premium (Family)" : "Premium"
+        }
+        return "Free"
+    }
+
+    var sourceLimitText: String {
+        if isPremium {
+            return "Unlimited"
+        }
+        return "\(totalSources)/\(FreemiumLimits.maxSources)"
+    }
+
+    var historyLimitText: String {
+        if isPremium {
+            return "Full history"
+        }
+        return "Last \(FreemiumLimits.maxHistoricalMonths) months"
+    }
+
+    var storageUsedText: String {
+        let bytes = calculateStorageUsed()
+        let formatter = ByteCountFormatter()
+        formatter.countStyle = .file
+        return formatter.string(fromByteCount: Int64(bytes))
+    }
+
+    private func calculateStorageUsed() -> Int {
+        guard let storeURL = CoreDataStack.sharedStoreURL else { return 0 }
+
+        do {
+            let attributes = try FileManager.default.attributesOfItem(atPath: storeURL.path)
+            return attributes[.size] as? Int ?? 0
+        } catch {
+            return 0
+        }
+    }
+}

InvestmentTracker/ViewModels/SnapshotFormViewModel.swift

@@ -0,0 +1,193 @@
+import Foundation
+import Combine
+
+@MainActor
+class SnapshotFormViewModel: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published var date = Date()
+    @Published var valueString = ""
+    @Published var contributionString = ""
+    @Published var notes = ""
+    @Published var includeContribution = false
+
+    @Published var isValid = false
+    @Published var errorMessage: String?
+
+    // MARK: - Mode
+
+    enum Mode {
+        case add
+        case edit(Snapshot)
+    }
+
+    let mode: Mode
+    let source: InvestmentSource
+
+    // MARK: - Dependencies
+
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Initialization
+
+    init(source: InvestmentSource, mode: Mode = .add) {
+        self.source = source
+        self.mode = mode
+
+        setupValidation()
+
+        // Pre-fill for edit mode
+        if case .edit(let snapshot) = mode {
+            date = snapshot.date
+            valueString = formatDecimalForInput(snapshot.decimalValue)
+            if let contribution = snapshot.contribution {
+                includeContribution = true
+                contributionString = formatDecimalForInput(contribution.decimalValue)
+            }
+            notes = snapshot.notes ?? ""
+        }
+    }
+
+    // MARK: - Validation
+
+    private func setupValidation() {
+        Publishers.CombineLatest3($valueString, $contributionString, $includeContribution)
+            .map { [weak self] valueStr, contribStr, includeContrib in
+                self?.validateInputs(
+                    valueString: valueStr,
+                    contributionString: contribStr,
+                    includeContribution: includeContrib
+                ) ?? false
+            }
+            .assign(to: &$isValid)
+    }
+
+    private func validateInputs(
+        valueString: String,
+        contributionString: String,
+        includeContribution: Bool
+    ) -> Bool {
+        // Value is required
+        guard let value = parseDecimal(valueString), value >= 0 else {
+            return false
+        }
+
+        // Contribution is optional but must be valid if included
+        if includeContribution {
+            guard let contribution = parseDecimal(contributionString), contribution >= 0 else {
+                return false
+            }
+        }
+
+        return true
+    }
+
+    // MARK: - Parsing
+
+    private func parseDecimal(_ string: String) -> Decimal? {
+        let cleaned = string
+            .replacingOccurrences(of: "€", with: "")
+            .replacingOccurrences(of: ",", with: ".")
+            .trimmingCharacters(in: .whitespaces)
+
+        guard !cleaned.isEmpty else { return nil }
+
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .decimal
+        formatter.locale = Locale(identifier: "en_US")
+
+        return formatter.number(from: cleaned)?.decimalValue
+    }
+
+    private func formatDecimalForInput(_ decimal: Decimal) -> String {
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .decimal
+        formatter.minimumFractionDigits = 2
+        formatter.maximumFractionDigits = 2
+        formatter.groupingSeparator = ""
+        return formatter.string(from: decimal as NSDecimalNumber) ?? ""
+    }
+
+    // MARK: - Computed Properties
+
+    var value: Decimal? {
+        parseDecimal(valueString)
+    }
+
+    var contribution: Decimal? {
+        guard includeContribution else { return nil }
+        return parseDecimal(contributionString)
+    }
+
+    var formattedValue: String {
+        guard let value = value else { return "€0.00" }
+        return value.currencyString
+    }
+
+    var title: String {
+        switch mode {
+        case .add:
+            return "Add Snapshot"
+        case .edit:
+            return "Edit Snapshot"
+        }
+    }
+
+    var buttonTitle: String {
+        switch mode {
+        case .add:
+            return "Add Snapshot"
+        case .edit:
+            return "Save Changes"
+        }
+    }
+
+    // MARK: - Previous Value Reference
+
+    var previousValue: Decimal? {
+        source.latestSnapshot?.decimalValue
+    }
+
+    var previousValueString: String {
+        guard let previous = previousValue else { return "No previous value" }
+        return "Previous: \(previous.currencyString)"
+    }
+
+    var changeFromPrevious: Decimal? {
+        guard let current = value, let previous = previousValue else { return nil }
+        return current - previous
+    }
+
+    var changePercentageFromPrevious: Double? {
+        guard let current = value,
+              let previous = previousValue,
+              previous != 0 else { return nil }
+
+        return NSDecimalNumber(decimal: (current - previous) / previous).doubleValue * 100
+    }
+
+    var formattedChange: String? {
+        guard let change = changeFromPrevious else { return nil }
+        let prefix = change >= 0 ? "+" : ""
+        return "\(prefix)\(change.currencyString)"
+    }
+
+    var formattedChangePercentage: String? {
+        guard let percentage = changePercentageFromPrevious else { return nil }
+        let prefix = percentage >= 0 ? "+" : ""
+        return String(format: "\(prefix)%.2f%%", percentage)
+    }
+
+    // MARK: - Date Validation
+
+    var isDateInFuture: Bool {
+        date > Date()
+    }
+
+    var dateWarning: String? {
+        if isDateInFuture {
+            return "Date is in the future"
+        }
+        return nil
+    }
+}

InvestmentTracker/ViewModels/SourceDetailViewModel.swift

@@ -0,0 +1,229 @@
+import Foundation
+import Combine
+import CoreData
+
+@MainActor
+class SourceDetailViewModel: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published var source: InvestmentSource
+    @Published var snapshots: [Snapshot] = []
+    @Published var metrics: InvestmentMetrics = .empty
+    @Published var predictions: [Prediction] = []
+    @Published var predictionResult: PredictionResult?
+
+    @Published var isLoading = false
+    @Published var showingAddSnapshot = false
+    @Published var showingEditSource = false
+    @Published var showingPaywall = false
+    @Published var errorMessage: String?
+
+    // MARK: - Chart Data
+
+    @Published var chartData: [(date: Date, value: Decimal)] = []
+
+    // MARK: - Dependencies
+
+    private let snapshotRepository: SnapshotRepository
+    private let sourceRepository: InvestmentSourceRepository
+    private let calculationService: CalculationService
+    private let predictionEngine: PredictionEngine
+    private let freemiumValidator: FreemiumValidator
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Initialization
+
+    init(
+        source: InvestmentSource,
+        snapshotRepository: SnapshotRepository = SnapshotRepository(),
+        sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
+        calculationService: CalculationService = .shared,
+        predictionEngine: PredictionEngine = .shared,
+        iapService: IAPService
+    ) {
+        self.source = source
+        self.snapshotRepository = snapshotRepository
+        self.sourceRepository = sourceRepository
+        self.calculationService = calculationService
+        self.predictionEngine = predictionEngine
+        self.freemiumValidator = FreemiumValidator(iapService: iapService)
+
+        loadData()
+        setupObservers()
+    }
+
+    // MARK: - Setup
+
+    private func setupObservers() {
+        NotificationCenter.default.publisher(for: .NSManagedObjectContextObjectsDidChange)
+            .debounce(for: .milliseconds(300), scheduler: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.refreshData()
+            }
+            .store(in: &cancellables)
+    }
+
+    // MARK: - Data Loading
+
+    func loadData() {
+        isLoading = true
+        refreshData()
+        isLoading = false
+
+        FirebaseService.shared.logScreenView(screenName: "SourceDetail")
+    }
+
+    func refreshData() {
+        // Fetch snapshots (filtered by freemium limits)
+        let allSnapshots = snapshotRepository.fetchSnapshots(for: source)
+        snapshots = freemiumValidator.filterSnapshots(allSnapshots)
+
+        // Calculate metrics
+        metrics = calculationService.calculateMetrics(for: snapshots)
+
+        // Prepare chart data
+        chartData = snapshots
+            .sorted { $0.date < $1.date }
+            .map { (date: $0.date, value: $0.decimalValue) }
+
+        // Calculate predictions if premium
+        if freemiumValidator.canViewPredictions() && snapshots.count >= 3 {
+            predictionResult = predictionEngine.predict(snapshots: snapshots)
+            predictions = predictionResult?.predictions ?? []
+        } else {
+            predictions = []
+            predictionResult = nil
+        }
+    }
+
+    // MARK: - Snapshot Actions
+
+    func addSnapshot(date: Date, value: Decimal, contribution: Decimal?, notes: String?) {
+        snapshotRepository.createSnapshot(
+            for: source,
+            date: date,
+            value: value,
+            contribution: contribution,
+            notes: notes
+        )
+
+        // Reschedule notification
+        NotificationService.shared.scheduleReminder(for: source)
+
+        // Log analytics
+        FirebaseService.shared.logSnapshotAdded(sourceName: source.name, value: value)
+
+        showingAddSnapshot = false
+        refreshData()
+    }
+
+    func deleteSnapshot(_ snapshot: Snapshot) {
+        snapshotRepository.deleteSnapshot(snapshot)
+        refreshData()
+    }
+
+    func deleteSnapshot(at offsets: IndexSet) {
+        snapshotRepository.deleteSnapshot(at: offsets, from: snapshots)
+        refreshData()
+    }
+
+    // MARK: - Source Actions
+
+    func updateSource(
+        name: String,
+        category: Category,
+        frequency: NotificationFrequency,
+        customMonths: Int
+    ) {
+        sourceRepository.updateSource(
+            source,
+            name: name,
+            category: category,
+            notificationFrequency: frequency,
+            customFrequencyMonths: customMonths
+        )
+
+        // Update notification
+        NotificationService.shared.scheduleReminder(for: source)
+
+        showingEditSource = false
+    }
+
+    // MARK: - Predictions
+
+    func showPredictions() {
+        if freemiumValidator.canViewPredictions() {
+            // Already loaded, just navigate
+            FirebaseService.shared.logPredictionViewed(
+                algorithm: predictionResult?.algorithm.rawValue ?? "unknown"
+            )
+        } else {
+            showingPaywall = true
+            FirebaseService.shared.logPaywallShown(trigger: "predictions")
+        }
+    }
+
+    // MARK: - Computed Properties
+
+    var currentValue: Decimal {
+        source.latestValue
+    }
+
+    var formattedCurrentValue: String {
+        currentValue.currencyString
+    }
+
+    var totalReturn: Decimal {
+        metrics.absoluteReturn
+    }
+
+    var formattedTotalReturn: String {
+        metrics.formattedAbsoluteReturn
+    }
+
+    var percentageReturn: Decimal {
+        metrics.percentageReturn
+    }
+
+    var formattedPercentageReturn: String {
+        metrics.formattedPercentageReturn
+    }
+
+    var isPositiveReturn: Bool {
+        totalReturn >= 0
+    }
+
+    var categoryName: String {
+        source.category?.name ?? "Uncategorized"
+    }
+
+    var categoryColor: String {
+        source.category?.colorHex ?? "#3B82F6"
+    }
+
+    var lastUpdated: String {
+        source.latestSnapshot?.date.friendlyDescription ?? "Never"
+    }
+
+    var snapshotCount: Int {
+        snapshots.count
+    }
+
+    var hasEnoughDataForPredictions: Bool {
+        snapshots.count >= 3
+    }
+
+    var canViewPredictions: Bool {
+        freemiumValidator.canViewPredictions()
+    }
+
+    var isHistoryLimited: Bool {
+        !freemiumValidator.isPremium &&
+        snapshotRepository.fetchSnapshots(for: source).count > snapshots.count
+    }
+
+    var hiddenSnapshotCount: Int {
+        let allCount = snapshotRepository.fetchSnapshots(for: source).count
+        return allCount - snapshots.count
+    }
+}

InvestmentTracker/ViewModels/SourceListViewModel.swift

@@ -0,0 +1,213 @@
+import Foundation
+import Combine
+import CoreData
+
+@MainActor
+class SourceListViewModel: ObservableObject {
+    // MARK: - Published Properties
+
+    @Published var sources: [InvestmentSource] = []
+    @Published var categories: [Category] = []
+    @Published var selectedCategory: Category?
+    @Published var searchText = ""
+    @Published var isLoading = false
+    @Published var showingAddSource = false
+    @Published var showingPaywall = false
+    @Published var errorMessage: String?
+
+    // MARK: - Dependencies
+
+    private let sourceRepository: InvestmentSourceRepository
+    private let categoryRepository: CategoryRepository
+    private let freemiumValidator: FreemiumValidator
+    private var cancellables = Set<AnyCancellable>()
+
+    // MARK: - Initialization
+
+    init(
+        sourceRepository: InvestmentSourceRepository = InvestmentSourceRepository(),
+        categoryRepository: CategoryRepository = CategoryRepository(),
+        iapService: IAPService
+    ) {
+        self.sourceRepository = sourceRepository
+        self.categoryRepository = categoryRepository
+        self.freemiumValidator = FreemiumValidator(iapService: iapService)
+
+        setupObservers()
+        loadData()
+    }
+
+    // MARK: - Setup
+
+    private func setupObservers() {
+        sourceRepository.$sources
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] sources in
+                self?.filterAndSortSources(sources)
+            }
+            .store(in: &cancellables)
+
+        categoryRepository.$categories
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] categories in
+                self?.categories = categories
+            }
+            .store(in: &cancellables)
+
+        $searchText
+            .debounce(for: .milliseconds(300), scheduler: DispatchQueue.main)
+            .sink { [weak self] _ in
+                self?.filterAndSortSources(self?.sourceRepository.sources ?? [])
+            }
+            .store(in: &cancellables)
+
+        $selectedCategory
+            .sink { [weak self] _ in
+                self?.filterAndSortSources(self?.sourceRepository.sources ?? [])
+            }
+            .store(in: &cancellables)
+    }
+
+    // MARK: - Data Loading
+
+    func loadData() {
+        isLoading = true
+        categoryRepository.createDefaultCategoriesIfNeeded()
+        sourceRepository.fetchSources()
+        categoryRepository.fetchCategories()
+        isLoading = false
+
+        FirebaseService.shared.logScreenView(screenName: "SourceList")
+    }
+
+    private func filterAndSortSources(_ allSources: [InvestmentSource]) {
+        var filtered = allSources
+
+        // Filter by category
+        if let category = selectedCategory {
+            filtered = filtered.filter { $0.category?.id == category.id }
+        }
+
+        // Filter by search text
+        if !searchText.isEmpty {
+            filtered = filtered.filter {
+                $0.name.localizedCaseInsensitiveContains(searchText) ||
+                ($0.category?.name.localizedCaseInsensitiveContains(searchText) ?? false)
+            }
+        }
+
+        // Sort by value descending
+        sources = filtered.sorted { $0.latestValue > $1.latestValue }
+    }
+
+    // MARK: - Actions
+
+    func addSourceTapped() {
+        if freemiumValidator.canAddSource(currentCount: sourceRepository.sourceCount) {
+            showingAddSource = true
+        } else {
+            showingPaywall = true
+            FirebaseService.shared.logPaywallShown(trigger: "source_limit")
+        }
+    }
+
+    func createSource(
+        name: String,
+        category: Category,
+        frequency: NotificationFrequency,
+        customMonths: Int = 1
+    ) {
+        let source = sourceRepository.createSource(
+            name: name,
+            category: category,
+            notificationFrequency: frequency,
+            customFrequencyMonths: customMonths
+        )
+
+        // Schedule notification
+        NotificationService.shared.scheduleReminder(for: source)
+
+        // Log analytics
+        FirebaseService.shared.logSourceAdded(
+            categoryName: category.name,
+            sourceCount: sourceRepository.sourceCount
+        )
+
+        showingAddSource = false
+    }
+
+    func deleteSource(_ source: InvestmentSource) {
+        let categoryName = source.category?.name ?? "Unknown"
+
+        // Cancel notifications
+        NotificationService.shared.cancelReminder(for: source)
+
+        // Delete source
+        sourceRepository.deleteSource(source)
+
+        // Log analytics
+        FirebaseService.shared.logSourceDeleted(categoryName: categoryName)
+    }
+
+    func deleteSource(at offsets: IndexSet) {
+        for index in offsets {
+            guard index < sources.count else { continue }
+            deleteSource(sources[index])
+        }
+    }
+
+    func toggleSourceActive(_ source: InvestmentSource) {
+        sourceRepository.toggleActive(source)
+
+        if source.isActive {
+            NotificationService.shared.scheduleReminder(for: source)
+        } else {
+            NotificationService.shared.cancelReminder(for: source)
+        }
+    }
+
+    // MARK: - Computed Properties
+
+    var canAddSource: Bool {
+        freemiumValidator.canAddSource(currentCount: sourceRepository.sourceCount)
+    }
+
+    var remainingSources: Int {
+        freemiumValidator.remainingSources(currentCount: sourceRepository.sourceCount)
+    }
+
+    var sourceLimitReached: Bool {
+        !canAddSource
+    }
+
+    var totalValue: Decimal {
+        sources.reduce(Decimal.zero) { $0 + $1.latestValue }
+    }
+
+    var formattedTotalValue: String {
+        totalValue.currencyString
+    }
+
+    var sourcesByCategory: [Category: [InvestmentSource]] {
+        Dictionary(grouping: sources) { $0.category ?? categories.first! }
+    }
+
+    var isEmpty: Bool {
+        sources.isEmpty && searchText.isEmpty && selectedCategory == nil
+    }
+
+    var isFiltered: Bool {
+        !searchText.isEmpty || selectedCategory != nil
+    }
+
+    // MARK: - Category Filter
+
+    func selectCategory(_ category: Category?) {
+        selectedCategory = category
+    }
+
+    func clearFilters() {
+        searchText = ""
+        selectedCategory = nil
+    }
+}

InvestmentTracker/Views/Charts/AllocationPieChart.swift

@@ -0,0 +1,197 @@
+import SwiftUI
+import Charts
+
+struct AllocationPieChart: View {
+    let data: [(category: String, value: Decimal, color: String)]
+
+    @State private var selectedSlice: String?
+
+    var total: Decimal {
+        data.reduce(Decimal.zero) { $0 + $1.value }
+    }
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 16) {
+            Text("Asset Allocation")
+                .font(.headline)
+
+            if !data.isEmpty {
+                HStack(alignment: .top, spacing: 20) {
+                    // Pie Chart
+                    Chart(data, id: \.category) { item in
+                        SectorMark(
+                            angle: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue),
+                            innerRadius: .ratio(0.6),
+                            angularInset: 1.5
+                        )
+                        .foregroundStyle(Color(hex: item.color) ?? .gray)
+                        .cornerRadius(4)
+                        .opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
+                    }
+                    .chartLegend(.hidden)
+                    .frame(width: 180, height: 180)
+                    .overlay {
+                        // Center content
+                        VStack(spacing: 2) {
+                            if let selected = selectedSlice,
+                               let item = data.first(where: { $0.category == selected }) {
+                                Text(selected)
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                                Text(item.value.compactCurrencyString)
+                                    .font(.headline)
+                                let percentage = total > 0
+                                    ? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
+                                    : 0
+                                Text(String(format: "%.1f%%", percentage))
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                            } else {
+                                Text("Total")
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                                Text(total.compactCurrencyString)
+                                    .font(.headline)
+                            }
+                        }
+                    }
+                    .gesture(
+                        DragGesture(minimumDistance: 0)
+                            .onChanged { value in
+                                // Simple tap detection
+                            }
+                    )
+
+                    // Legend
+                    VStack(alignment: .leading, spacing: 8) {
+                        ForEach(data, id: \.category) { item in
+                            Button {
+                                if selectedSlice == item.category {
+                                    selectedSlice = nil
+                                } else {
+                                    selectedSlice = item.category
+                                }
+                            } label: {
+                                HStack(spacing: 8) {
+                                    Circle()
+                                        .fill(Color(hex: item.color) ?? .gray)
+                                        .frame(width: 10, height: 10)
+
+                                    VStack(alignment: .leading, spacing: 0) {
+                                        Text(item.category)
+                                            .font(.caption)
+                                            .foregroundColor(.primary)
+
+                                        let percentage = total > 0
+                                            ? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
+                                            : 0
+                                        Text(String(format: "%.1f%%", percentage))
+                                            .font(.caption2)
+                                            .foregroundColor(.secondary)
+                                    }
+                                }
+                                .opacity(selectedSlice == nil || selectedSlice == item.category ? 1 : 0.5)
+                            }
+                            .buttonStyle(.plain)
+                        }
+                    }
+                    .frame(maxWidth: .infinity, alignment: .leading)
+                }
+            } else {
+                Text("No allocation data available")
+                    .foregroundColor(.secondary)
+                    .frame(height: 200)
+                    .frame(maxWidth: .infinity)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+// MARK: - Allocation List View (Alternative)
+
+struct AllocationListView: View {
+    let data: [(category: String, value: Decimal, color: String)]
+
+    var total: Decimal {
+        data.reduce(Decimal.zero) { $0 + $1.value }
+    }
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            Text("Asset Allocation")
+                .font(.headline)
+
+            ForEach(data, id: \.category) { item in
+                VStack(spacing: 4) {
+                    HStack {
+                        HStack(spacing: 8) {
+                            Circle()
+                                .fill(Color(hex: item.color) ?? .gray)
+                                .frame(width: 10, height: 10)
+
+                            Text(item.category)
+                                .font(.subheadline)
+                        }
+
+                        Spacer()
+
+                        let percentage = total > 0
+                            ? NSDecimalNumber(decimal: item.value / total).doubleValue * 100
+                            : 0
+
+                        Text(String(format: "%.1f%%", percentage))
+                            .font(.subheadline.weight(.medium))
+
+                        Text(item.value.compactCurrencyString)
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                            .frame(width: 70, alignment: .trailing)
+                    }
+
+                    // Progress bar
+                    GeometryReader { geometry in
+                        let percentage = total > 0
+                            ? NSDecimalNumber(decimal: item.value / total).doubleValue
+                            : 0
+
+                        ZStack(alignment: .leading) {
+                            Rectangle()
+                                .fill(Color.gray.opacity(0.1))
+                                .frame(height: 6)
+                                .cornerRadius(3)
+
+                            Rectangle()
+                                .fill(Color(hex: item.color) ?? .gray)
+                                .frame(width: geometry.size.width * percentage, height: 6)
+                                .cornerRadius(3)
+                        }
+                    }
+                    .frame(height: 6)
+                }
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+#Preview {
+    let sampleData: [(category: String, value: Decimal, color: String)] = [
+        ("Stocks", 50000, "#10B981"),
+        ("Bonds", 25000, "#3B82F6"),
+        ("Real Estate", 15000, "#F59E0B"),
+        ("Crypto", 10000, "#8B5CF6")
+    ]
+
+    return VStack(spacing: 20) {
+        AllocationPieChart(data: sampleData)
+        AllocationListView(data: sampleData)
+    }
+    .padding()
+}

InvestmentTracker/Views/Charts/ChartsContainerView.swift

@@ -0,0 +1,298 @@
+import SwiftUI
+import Charts
+
+struct ChartsContainerView: View {
+    @EnvironmentObject var iapService: IAPService
+    @StateObject private var viewModel: ChartsViewModel
+
+    init() {
+        _viewModel = StateObject(wrappedValue: ChartsViewModel(iapService: IAPService()))
+    }
+
+    var body: some View {
+        NavigationStack {
+            ScrollView {
+                VStack(spacing: 20) {
+                    // Chart Type Selector
+                    chartTypeSelector
+
+                    // Time Range Selector
+                    if viewModel.selectedChartType != .allocation &&
+                       viewModel.selectedChartType != .performance {
+                        timeRangeSelector
+                    }
+
+                    // Category Filter
+                    if viewModel.selectedChartType == .evolution ||
+                       viewModel.selectedChartType == .prediction {
+                        categoryFilter
+                    }
+
+                    // Chart Content
+                    chartContent
+                }
+                .padding()
+            }
+            .navigationTitle("Charts")
+            .sheet(isPresented: $viewModel.showingPaywall) {
+                PaywallView()
+            }
+        }
+    }
+
+    // MARK: - Chart Type Selector
+
+    private var chartTypeSelector: some View {
+        ScrollView(.horizontal, showsIndicators: false) {
+            HStack(spacing: 12) {
+                ForEach(ChartsViewModel.ChartType.allCases) { chartType in
+                    ChartTypeButton(
+                        chartType: chartType,
+                        isSelected: viewModel.selectedChartType == chartType,
+                        isPremium: chartType.isPremium,
+                        userIsPremium: viewModel.isPremium
+                    ) {
+                        viewModel.selectChart(chartType)
+                    }
+                }
+            }
+            .padding(.horizontal, 4)
+        }
+    }
+
+    // MARK: - Time Range Selector
+
+    private var timeRangeSelector: some View {
+        HStack(spacing: 8) {
+            ForEach(ChartsViewModel.TimeRange.allCases) { range in
+                Button {
+                    viewModel.selectedTimeRange = range
+                } label: {
+                    Text(range.rawValue)
+                        .font(.subheadline.weight(.medium))
+                        .padding(.horizontal, 16)
+                        .padding(.vertical, 8)
+                        .background(
+                            viewModel.selectedTimeRange == range
+                                ? Color.appPrimary
+                                : Color.gray.opacity(0.1)
+                        )
+                        .foregroundColor(
+                            viewModel.selectedTimeRange == range
+                                ? .white
+                                : .primary
+                        )
+                        .cornerRadius(20)
+                }
+            }
+        }
+    }
+
+    // MARK: - Category Filter
+
+    private var categoryFilter: some View {
+        ScrollView(.horizontal, showsIndicators: false) {
+            HStack(spacing: 8) {
+                Button {
+                    viewModel.selectedCategory = nil
+                } label: {
+                    Text("All")
+                        .font(.caption.weight(.medium))
+                        .padding(.horizontal, 12)
+                        .padding(.vertical, 6)
+                        .background(
+                            viewModel.selectedCategory == nil
+                                ? Color.appPrimary
+                                : Color.gray.opacity(0.1)
+                        )
+                        .foregroundColor(
+                            viewModel.selectedCategory == nil
+                                ? .white
+                                : .primary
+                        )
+                        .cornerRadius(16)
+                }
+
+                ForEach(viewModel.categories) { category in
+                    Button {
+                        viewModel.selectedCategory = category
+                    } label: {
+                        HStack(spacing: 4) {
+                            Circle()
+                                .fill(category.color)
+                                .frame(width: 8, height: 8)
+                            Text(category.name)
+                        }
+                        .font(.caption.weight(.medium))
+                        .padding(.horizontal, 12)
+                        .padding(.vertical, 6)
+                        .background(
+                            viewModel.selectedCategory?.id == category.id
+                                ? category.color
+                                : Color.gray.opacity(0.1)
+                        )
+                        .foregroundColor(
+                            viewModel.selectedCategory?.id == category.id
+                                ? .white
+                                : .primary
+                        )
+                        .cornerRadius(16)
+                    }
+                }
+            }
+        }
+    }
+
+    // MARK: - Chart Content
+
+    @ViewBuilder
+    private var chartContent: some View {
+        if viewModel.isLoading {
+            ProgressView()
+                .frame(height: 300)
+        } else if !viewModel.hasData {
+            emptyStateView
+        } else {
+            switch viewModel.selectedChartType {
+            case .evolution:
+                EvolutionChartView(data: viewModel.evolutionData)
+            case .allocation:
+                AllocationPieChart(data: viewModel.allocationData)
+            case .performance:
+                PerformanceBarChart(data: viewModel.performanceData)
+            case .drawdown:
+                DrawdownChart(data: viewModel.drawdownData)
+            case .volatility:
+                VolatilityChartView(data: viewModel.volatilityData)
+            case .prediction:
+                PredictionChartView(
+                    predictions: viewModel.predictionData,
+                    historicalData: viewModel.evolutionData
+                )
+            }
+        }
+    }
+
+    private var emptyStateView: some View {
+        VStack(spacing: 16) {
+            Image(systemName: "chart.bar.xaxis")
+                .font(.system(size: 48))
+                .foregroundColor(.secondary)
+
+            Text("No Data Available")
+                .font(.headline)
+
+            Text("Add some investment sources and snapshots to see charts.")
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+        }
+        .frame(height: 300)
+    }
+}
+
+// MARK: - Chart Type Button
+
+struct ChartTypeButton: View {
+    let chartType: ChartsViewModel.ChartType
+    let isSelected: Bool
+    let isPremium: Bool
+    let userIsPremium: Bool
+    let action: () -> Void
+
+    var body: some View {
+        Button(action: action) {
+            VStack(spacing: 8) {
+                ZStack(alignment: .topTrailing) {
+                    Image(systemName: chartType.icon)
+                        .font(.title2)
+
+                    if isPremium && !userIsPremium {
+                        Image(systemName: "lock.fill")
+                            .font(.caption2)
+                            .foregroundColor(.appWarning)
+                            .offset(x: 8, y: -4)
+                    }
+                }
+
+                Text(chartType.rawValue)
+                    .font(.caption)
+            }
+            .frame(width: 80, height: 70)
+            .background(
+                isSelected
+                    ? Color.appPrimary
+                    : Color(.systemBackground)
+            )
+            .foregroundColor(isSelected ? .white : .primary)
+            .cornerRadius(AppConstants.UI.cornerRadius)
+            .shadow(color: .black.opacity(0.05), radius: 4, y: 2)
+        }
+    }
+}
+
+// MARK: - Evolution Chart View
+
+struct EvolutionChartView: View {
+    let data: [(date: Date, value: Decimal)]
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            Text("Portfolio Evolution")
+                .font(.headline)
+
+            if data.count >= 2 {
+                Chart(data, id: \.date) { item in
+                    LineMark(
+                        x: .value("Date", item.date),
+                        y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                    )
+                    .foregroundStyle(Color.appPrimary)
+                    .interpolationMethod(.catmullRom)
+
+                    AreaMark(
+                        x: .value("Date", item.date),
+                        y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                    )
+                    .foregroundStyle(
+                        LinearGradient(
+                            colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
+                            startPoint: .top,
+                            endPoint: .bottom
+                        )
+                    )
+                    .interpolationMethod(.catmullRom)
+                }
+                .chartXAxis {
+                    AxisMarks(values: .stride(by: .month, count: 2)) { value in
+                        AxisValueLabel(format: .dateTime.month(.abbreviated))
+                    }
+                }
+                .chartYAxis {
+                    AxisMarks(position: .leading) { value in
+                        AxisValueLabel {
+                            if let doubleValue = value.as(Double.self) {
+                                Text(Decimal(doubleValue).shortCurrencyString)
+                                    .font(.caption)
+                            }
+                        }
+                    }
+                }
+                .frame(height: 300)
+            } else {
+                Text("Not enough data")
+                    .foregroundColor(.secondary)
+                    .frame(height: 300)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+#Preview {
+    ChartsContainerView()
+        .environmentObject(IAPService())
+}

InvestmentTracker/Views/Charts/DrawdownChart.swift

@@ -0,0 +1,304 @@
+import SwiftUI
+import Charts
+
+struct DrawdownChart: View {
+    let data: [(date: Date, drawdown: Double)]
+
+    var maxDrawdown: Double {
+        abs(data.map { $0.drawdown }.min() ?? 0)
+    }
+
+    var currentDrawdown: Double {
+        abs(data.last?.drawdown ?? 0)
+    }
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 16) {
+            HStack {
+                Text("Drawdown Analysis")
+                    .font(.headline)
+
+                Spacer()
+
+                VStack(alignment: .trailing, spacing: 2) {
+                    Text("Max Drawdown")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                    Text(String(format: "%.1f%%", maxDrawdown))
+                        .font(.subheadline.weight(.semibold))
+                        .foregroundColor(.negativeRed)
+                }
+            }
+
+            Text("Shows percentage decline from peak values")
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            if data.count >= 2 {
+                Chart(data, id: \.date) { item in
+                    AreaMark(
+                        x: .value("Date", item.date),
+                        y: .value("Drawdown", item.drawdown)
+                    )
+                    .foregroundStyle(
+                        LinearGradient(
+                            colors: [Color.negativeRed.opacity(0.5), Color.negativeRed.opacity(0.1)],
+                            startPoint: .top,
+                            endPoint: .bottom
+                        )
+                    )
+                    .interpolationMethod(.catmullRom)
+
+                    LineMark(
+                        x: .value("Date", item.date),
+                        y: .value("Drawdown", item.drawdown)
+                    )
+                    .foregroundStyle(Color.negativeRed)
+                    .interpolationMethod(.catmullRom)
+                }
+                .chartXAxis {
+                    AxisMarks(values: .stride(by: .month, count: 2)) { value in
+                        AxisValueLabel(format: .dateTime.month(.abbreviated))
+                    }
+                }
+                .chartYAxis {
+                    AxisMarks { value in
+                        AxisGridLine()
+                        AxisValueLabel {
+                            if let doubleValue = value.as(Double.self) {
+                                Text(String(format: "%.0f%%", doubleValue))
+                                    .font(.caption)
+                            }
+                        }
+                    }
+                }
+                .chartYScale(domain: (data.map { $0.drawdown }.min() ?? -50)...0)
+                .frame(height: 250)
+
+                // Statistics
+                HStack(spacing: 20) {
+                    DrawdownStatView(
+                        title: "Current",
+                        value: String(format: "%.1f%%", currentDrawdown),
+                        isHighlighted: currentDrawdown > maxDrawdown * 0.8
+                    )
+
+                    DrawdownStatView(
+                        title: "Maximum",
+                        value: String(format: "%.1f%%", maxDrawdown),
+                        isHighlighted: true
+                    )
+
+                    DrawdownStatView(
+                        title: "Average",
+                        value: String(format: "%.1f%%", averageDrawdown),
+                        isHighlighted: false
+                    )
+                }
+                .padding(.top, 8)
+            } else {
+                Text("Not enough data for drawdown analysis")
+                    .foregroundColor(.secondary)
+                    .frame(height: 250)
+                    .frame(maxWidth: .infinity)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    private var averageDrawdown: Double {
+        guard !data.isEmpty else { return 0 }
+        let sum = data.reduce(0.0) { $0 + abs($1.drawdown) }
+        return sum / Double(data.count)
+    }
+}
+
+struct DrawdownStatView: View {
+    let title: String
+    let value: String
+    let isHighlighted: Bool
+
+    var body: some View {
+        VStack(spacing: 4) {
+            Text(title)
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            Text(value)
+                .font(.subheadline.weight(.semibold))
+                .foregroundColor(isHighlighted ? .negativeRed : .primary)
+        }
+        .frame(maxWidth: .infinity)
+    }
+}
+
+// MARK: - Volatility Chart View
+
+struct VolatilityChartView: View {
+    let data: [(date: Date, volatility: Double)]
+
+    var currentVolatility: Double {
+        data.last?.volatility ?? 0
+    }
+
+    var averageVolatility: Double {
+        guard !data.isEmpty else { return 0 }
+        return data.reduce(0.0) { $0 + $1.volatility } / Double(data.count)
+    }
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 16) {
+            HStack {
+                Text("Volatility")
+                    .font(.headline)
+
+                Spacer()
+
+                VStack(alignment: .trailing, spacing: 2) {
+                    Text("Current")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                    Text(String(format: "%.1f%%", currentVolatility))
+                        .font(.subheadline.weight(.semibold))
+                        .foregroundColor(volatilityColor(currentVolatility))
+                }
+            }
+
+            Text("Measures price variability over time")
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            if data.count >= 2 {
+                Chart(data, id: \.date) { item in
+                    LineMark(
+                        x: .value("Date", item.date),
+                        y: .value("Volatility", item.volatility)
+                    )
+                    .foregroundStyle(Color.appPrimary)
+                    .interpolationMethod(.catmullRom)
+
+                    AreaMark(
+                        x: .value("Date", item.date),
+                        y: .value("Volatility", item.volatility)
+                    )
+                    .foregroundStyle(
+                        LinearGradient(
+                            colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
+                            startPoint: .top,
+                            endPoint: .bottom
+                        )
+                    )
+                    .interpolationMethod(.catmullRom)
+
+                    // Average line
+                    RuleMark(y: .value("Average", averageVolatility))
+                        .foregroundStyle(Color.gray.opacity(0.5))
+                        .lineStyle(StrokeStyle(lineWidth: 1, dash: [5, 5]))
+                        .annotation(position: .top, alignment: .leading) {
+                            Text("Avg: \(String(format: "%.1f%%", averageVolatility))")
+                                .font(.caption2)
+                                .foregroundColor(.secondary)
+                        }
+                }
+                .chartXAxis {
+                    AxisMarks(values: .stride(by: .month, count: 2)) { value in
+                        AxisValueLabel(format: .dateTime.month(.abbreviated))
+                    }
+                }
+                .chartYAxis {
+                    AxisMarks { value in
+                        AxisGridLine()
+                        AxisValueLabel {
+                            if let doubleValue = value.as(Double.self) {
+                                Text(String(format: "%.0f%%", doubleValue))
+                                    .font(.caption)
+                            }
+                        }
+                    }
+                }
+                .frame(height: 250)
+
+                // Volatility interpretation
+                HStack(spacing: 16) {
+                    VolatilityLevelView(level: "Low", range: "0-10%", color: .positiveGreen)
+                    VolatilityLevelView(level: "Medium", range: "10-20%", color: .appWarning)
+                    VolatilityLevelView(level: "High", range: "20%+", color: .negativeRed)
+                }
+                .padding(.top, 8)
+            } else {
+                Text("Not enough data for volatility analysis")
+                    .foregroundColor(.secondary)
+                    .frame(height: 250)
+                    .frame(maxWidth: .infinity)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    private func volatilityColor(_ volatility: Double) -> Color {
+        switch volatility {
+        case 0..<10:
+            return .positiveGreen
+        case 10..<20:
+            return .appWarning
+        default:
+            return .negativeRed
+        }
+    }
+}
+
+struct VolatilityLevelView: View {
+    let level: String
+    let range: String
+    let color: Color
+
+    var body: some View {
+        HStack(spacing: 4) {
+            Circle()
+                .fill(color)
+                .frame(width: 8, height: 8)
+
+            VStack(alignment: .leading, spacing: 0) {
+                Text(level)
+                    .font(.caption2)
+                Text(range)
+                    .font(.caption2)
+                    .foregroundColor(.secondary)
+            }
+        }
+    }
+}
+
+#Preview {
+    let drawdownData: [(date: Date, drawdown: Double)] = [
+        (Date().adding(months: -6), -5),
+        (Date().adding(months: -5), -8),
+        (Date().adding(months: -4), -3),
+        (Date().adding(months: -3), -15),
+        (Date().adding(months: -2), -10),
+        (Date().adding(months: -1), -7),
+        (Date(), -4)
+    ]
+
+    let volatilityData: [(date: Date, volatility: Double)] = [
+        (Date().adding(months: -6), 12),
+        (Date().adding(months: -5), 15),
+        (Date().adding(months: -4), 10),
+        (Date().adding(months: -3), 22),
+        (Date().adding(months: -2), 18),
+        (Date().adding(months: -1), 14),
+        (Date(), 11)
+    ]
+
+    return VStack(spacing: 20) {
+        DrawdownChart(data: drawdownData)
+        VolatilityChartView(data: volatilityData)
+    }
+    .padding()
+}

InvestmentTracker/Views/Charts/PerformanceBarChart.swift

@@ -0,0 +1,159 @@
+import SwiftUI
+import Charts
+
+struct PerformanceBarChart: View {
+    let data: [(category: String, cagr: Double, color: String)]
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 16) {
+            Text("Performance by Category")
+                .font(.headline)
+
+            Text("Compound Annual Growth Rate (CAGR)")
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            if !data.isEmpty {
+                Chart(data, id: \.category) { item in
+                    BarMark(
+                        x: .value("Category", item.category),
+                        y: .value("CAGR", item.cagr)
+                    )
+                    .foregroundStyle(Color(hex: item.color) ?? .gray)
+                    .cornerRadius(4)
+                    .annotation(position: item.cagr >= 0 ? .top : .bottom) {
+                        Text(String(format: "%.1f%%", item.cagr))
+                            .font(.caption2)
+                            .foregroundColor(item.cagr >= 0 ? .positiveGreen : .negativeRed)
+                    }
+                }
+                .chartXAxis {
+                    AxisMarks { value in
+                        AxisValueLabel {
+                            if let category = value.as(String.self) {
+                                Text(category)
+                                    .font(.caption)
+                                    .lineLimit(1)
+                            }
+                        }
+                    }
+                }
+                .chartYAxis {
+                    AxisMarks { value in
+                        AxisGridLine()
+                        AxisValueLabel {
+                            if let doubleValue = value.as(Double.self) {
+                                Text(String(format: "%.0f%%", doubleValue))
+                                    .font(.caption)
+                            }
+                        }
+                    }
+                }
+                .frame(height: 250)
+
+                // Legend / Details
+                VStack(spacing: 8) {
+                    ForEach(data.sorted(by: { $0.cagr > $1.cagr }), id: \.category) { item in
+                        HStack {
+                            Circle()
+                                .fill(Color(hex: item.color) ?? .gray)
+                                .frame(width: 10, height: 10)
+
+                            Text(item.category)
+                                .font(.subheadline)
+
+                            Spacer()
+
+                            Text(String(format: "%.2f%%", item.cagr))
+                                .font(.subheadline.weight(.semibold))
+                                .foregroundColor(item.cagr >= 0 ? .positiveGreen : .negativeRed)
+                        }
+                    }
+                }
+                .padding(.top, 8)
+            } else {
+                Text("No performance data available")
+                    .foregroundColor(.secondary)
+                    .frame(height: 250)
+                    .frame(maxWidth: .infinity)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+// MARK: - Horizontal Bar Version
+
+struct HorizontalPerformanceChart: View {
+    let data: [(category: String, cagr: Double, color: String)]
+
+    var sortedData: [(category: String, cagr: Double, color: String)] {
+        data.sorted { $0.cagr > $1.cagr }
+    }
+
+    var maxValue: Double {
+        max(abs(data.map { $0.cagr }.max() ?? 0), abs(data.map { $0.cagr }.min() ?? 0))
+    }
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 16) {
+            Text("Performance by Category")
+                .font(.headline)
+
+            ForEach(sortedData, id: \.category) { item in
+                VStack(alignment: .leading, spacing: 4) {
+                    HStack {
+                        Text(item.category)
+                            .font(.subheadline)
+
+                        Spacer()
+
+                        Text(String(format: "%.2f%%", item.cagr))
+                            .font(.subheadline.weight(.semibold))
+                            .foregroundColor(item.cagr >= 0 ? .positiveGreen : .negativeRed)
+                    }
+
+                    GeometryReader { geometry in
+                        let normalizedValue = maxValue > 0 ? abs(item.cagr) / maxValue : 0
+                        let barWidth = geometry.size.width * normalizedValue
+
+                        ZStack(alignment: item.cagr >= 0 ? .leading : .trailing) {
+                            Rectangle()
+                                .fill(Color.gray.opacity(0.1))
+                                .frame(height: 8)
+                                .cornerRadius(4)
+
+                            Rectangle()
+                                .fill(item.cagr >= 0 ? Color.positiveGreen : Color.negativeRed)
+                                .frame(width: barWidth, height: 8)
+                                .cornerRadius(4)
+                        }
+                    }
+                    .frame(height: 8)
+                }
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+#Preview {
+    let sampleData: [(category: String, cagr: Double, color: String)] = [
+        ("Stocks", 12.5, "#10B981"),
+        ("Bonds", 4.2, "#3B82F6"),
+        ("Real Estate", 8.1, "#F59E0B"),
+        ("Crypto", -5.3, "#8B5CF6")
+    ]
+
+    return VStack(spacing: 20) {
+        PerformanceBarChart(data: sampleData)
+        HorizontalPerformanceChart(data: sampleData)
+    }
+    .padding()
+}

InvestmentTracker/Views/Charts/PredictionChartView.swift

@@ -0,0 +1,251 @@
+import SwiftUI
+import Charts
+
+struct PredictionChartView: View {
+    let predictions: [Prediction]
+    let historicalData: [(date: Date, value: Decimal)]
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 16) {
+            HStack {
+                Text("12-Month Prediction")
+                    .font(.headline)
+
+                Spacer()
+
+                if let lastPrediction = predictions.last {
+                    VStack(alignment: .trailing, spacing: 2) {
+                        Text("Forecast")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                        Text(lastPrediction.formattedValue)
+                            .font(.subheadline.weight(.semibold))
+                            .foregroundColor(.appPrimary)
+                    }
+                }
+            }
+
+            if let algorithm = predictions.first?.algorithm {
+                Text("Algorithm: \(algorithm.displayName)")
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+
+            if !predictions.isEmpty && historicalData.count >= 2 {
+                Chart {
+                    // Historical data
+                    ForEach(historicalData, id: \.date) { item in
+                        LineMark(
+                            x: .value("Date", item.date),
+                            y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                        )
+                        .foregroundStyle(Color.appPrimary)
+                        .interpolationMethod(.catmullRom)
+                    }
+
+                    // Confidence interval area
+                    ForEach(predictions) { prediction in
+                        AreaMark(
+                            x: .value("Date", prediction.date),
+                            yStart: .value("Lower", NSDecimalNumber(decimal: prediction.confidenceInterval.lower).doubleValue),
+                            yEnd: .value("Upper", NSDecimalNumber(decimal: prediction.confidenceInterval.upper).doubleValue)
+                        )
+                        .foregroundStyle(Color.appSecondary.opacity(0.2))
+                    }
+
+                    // Prediction line
+                    ForEach(predictions) { prediction in
+                        LineMark(
+                            x: .value("Date", prediction.date),
+                            y: .value("Predicted", NSDecimalNumber(decimal: prediction.predictedValue).doubleValue)
+                        )
+                        .foregroundStyle(Color.appSecondary)
+                        .lineStyle(StrokeStyle(lineWidth: 2, dash: [5, 5]))
+                    }
+
+                    // Connect historical to prediction
+                    if let lastHistorical = historicalData.last,
+                       let firstPrediction = predictions.first {
+                        LineMark(
+                            x: .value("Date", lastHistorical.date),
+                            y: .value("Value", NSDecimalNumber(decimal: lastHistorical.value).doubleValue),
+                            series: .value("Connection", "connect")
+                        )
+                        .foregroundStyle(Color.appSecondary)
+                        .lineStyle(StrokeStyle(lineWidth: 2, dash: [5, 5]))
+
+                        LineMark(
+                            x: .value("Date", firstPrediction.date),
+                            y: .value("Value", NSDecimalNumber(decimal: firstPrediction.predictedValue).doubleValue),
+                            series: .value("Connection", "connect")
+                        )
+                        .foregroundStyle(Color.appSecondary)
+                        .lineStyle(StrokeStyle(lineWidth: 2, dash: [5, 5]))
+                    }
+                }
+                .chartXAxis {
+                    AxisMarks(values: .stride(by: .month, count: 3)) { value in
+                        AxisValueLabel(format: .dateTime.month(.abbreviated).year(.twoDigits))
+                    }
+                }
+                .chartYAxis {
+                    AxisMarks(position: .leading) { value in
+                        AxisValueLabel {
+                            if let doubleValue = value.as(Double.self) {
+                                Text(Decimal(doubleValue).shortCurrencyString)
+                                    .font(.caption)
+                            }
+                        }
+                    }
+                }
+                .frame(height: 280)
+
+                // Legend
+                HStack(spacing: 20) {
+                    HStack(spacing: 6) {
+                        Rectangle()
+                            .fill(Color.appPrimary)
+                            .frame(width: 20, height: 3)
+                        Text("Historical")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    }
+
+                    HStack(spacing: 6) {
+                        Rectangle()
+                            .fill(Color.appSecondary)
+                            .frame(width: 20, height: 3)
+                            .mask(
+                                HStack(spacing: 2) {
+                                    ForEach(0..<5, id: \.self) { _ in
+                                        Rectangle()
+                                            .frame(width: 3)
+                                    }
+                                }
+                            )
+                        Text("Prediction")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    }
+
+                    HStack(spacing: 6) {
+                        Rectangle()
+                            .fill(Color.appSecondary.opacity(0.3))
+                            .frame(width: 20, height: 10)
+                        Text("Confidence")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    }
+                }
+
+                // Prediction details
+                if let lastPrediction = predictions.last {
+                    Divider()
+                        .padding(.vertical, 8)
+
+                    VStack(spacing: 12) {
+                        HStack {
+                            Text("12-Month Forecast")
+                                .font(.subheadline)
+                            Spacer()
+                            Text(lastPrediction.formattedValue)
+                                .font(.subheadline.weight(.semibold))
+                        }
+
+                        HStack {
+                            Text("Confidence Range")
+                                .font(.subheadline)
+                            Spacer()
+                            Text(lastPrediction.formattedConfidenceRange)
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                        }
+
+                        if let currentValue = historicalData.last?.value {
+                            let change = lastPrediction.predictedValue - currentValue
+                            let changePercent = currentValue > 0
+                                ? NSDecimalNumber(decimal: change / currentValue).doubleValue * 100
+                                : 0
+
+                            HStack {
+                                Text("Expected Change")
+                                    .font(.subheadline)
+                                Spacer()
+                                HStack(spacing: 4) {
+                                    Image(systemName: change >= 0 ? "arrow.up.right" : "arrow.down.right")
+                                        .font(.caption)
+                                    Text(String(format: "%+.1f%%", changePercent))
+                                        .font(.subheadline.weight(.medium))
+                                }
+                                .foregroundColor(change >= 0 ? .positiveGreen : .negativeRed)
+                            }
+                        }
+                    }
+                }
+            } else {
+                VStack(spacing: 12) {
+                    Image(systemName: "wand.and.stars")
+                        .font(.system(size: 40))
+                        .foregroundColor(.secondary)
+
+                    Text("Not enough data for predictions")
+                        .font(.subheadline)
+                        .foregroundColor(.secondary)
+
+                    Text("Add at least 3 snapshots to generate predictions")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                        .multilineTextAlignment(.center)
+                }
+                .frame(height: 280)
+                .frame(maxWidth: .infinity)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+#Preview {
+    let historicalData: [(date: Date, value: Decimal)] = [
+        (Date().adding(months: -6), 10000),
+        (Date().adding(months: -5), 10500),
+        (Date().adding(months: -4), 10200),
+        (Date().adding(months: -3), 11000),
+        (Date().adding(months: -2), 11500),
+        (Date().adding(months: -1), 11200),
+        (Date(), 12000)
+    ]
+
+    let predictions = [
+        Prediction(
+            date: Date().adding(months: 3),
+            predictedValue: 13000,
+            algorithm: .linear,
+            confidenceInterval: Prediction.ConfidenceInterval(lower: 12000, upper: 14000)
+        ),
+        Prediction(
+            date: Date().adding(months: 6),
+            predictedValue: 14000,
+            algorithm: .linear,
+            confidenceInterval: Prediction.ConfidenceInterval(lower: 12500, upper: 15500)
+        ),
+        Prediction(
+            date: Date().adding(months: 9),
+            predictedValue: 15000,
+            algorithm: .linear,
+            confidenceInterval: Prediction.ConfidenceInterval(lower: 13000, upper: 17000)
+        ),
+        Prediction(
+            date: Date().adding(months: 12),
+            predictedValue: 16000,
+            algorithm: .linear,
+            confidenceInterval: Prediction.ConfidenceInterval(lower: 13500, upper: 18500)
+        )
+    ]
+
+    return PredictionChartView(predictions: predictions, historicalData: historicalData)
+        .padding()
+}

InvestmentTracker/Views/Components/LoadingView.swift

@@ -0,0 +1,260 @@
+import SwiftUI
+
+struct LoadingView: View {
+    var message: String = "Loading..."
+
+    var body: some View {
+        VStack(spacing: 16) {
+            ProgressView()
+                .scaleEffect(1.5)
+
+            Text(message)
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+        }
+        .frame(maxWidth: .infinity, maxHeight: .infinity)
+        .background(Color(.systemBackground))
+    }
+}
+
+// MARK: - Skeleton Loading
+
+struct SkeletonView: View {
+    @State private var isAnimating = false
+
+    var body: some View {
+        Rectangle()
+            .fill(
+                LinearGradient(
+                    colors: [
+                        Color.gray.opacity(0.1),
+                        Color.gray.opacity(0.2),
+                        Color.gray.opacity(0.1)
+                    ],
+                    startPoint: .leading,
+                    endPoint: .trailing
+                )
+            )
+            .offset(x: isAnimating ? 200 : -200)
+            .animation(
+                Animation.linear(duration: 1.5)
+                    .repeatForever(autoreverses: false),
+                value: isAnimating
+            )
+            .mask(Rectangle())
+            .onAppear {
+                isAnimating = true
+            }
+    }
+}
+
+struct SkeletonCardView: View {
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            SkeletonView()
+                .frame(width: 100, height: 16)
+                .cornerRadius(4)
+
+            SkeletonView()
+                .frame(height: 32)
+                .cornerRadius(4)
+
+            HStack {
+                SkeletonView()
+                    .frame(width: 80, height: 14)
+                    .cornerRadius(4)
+
+                Spacer()
+
+                SkeletonView()
+                    .frame(width: 60, height: 14)
+                    .cornerRadius(4)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+    }
+}
+
+// MARK: - Empty State View
+
+struct EmptyStateView: View {
+    let icon: String
+    let title: String
+    let message: String
+    var actionTitle: String?
+    var action: (() -> Void)?
+
+    var body: some View {
+        VStack(spacing: 20) {
+            Image(systemName: icon)
+                .font(.system(size: 60))
+                .foregroundColor(.secondary)
+
+            Text(title)
+                .font(.title2.weight(.semibold))
+
+            Text(message)
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+                .padding(.horizontal, 40)
+
+            if let actionTitle = actionTitle, let action = action {
+                Button(action: action) {
+                    Text(actionTitle)
+                        .font(.headline)
+                        .foregroundColor(.white)
+                        .padding()
+                        .frame(maxWidth: 200)
+                        .background(Color.appPrimary)
+                        .cornerRadius(AppConstants.UI.cornerRadius)
+                }
+            }
+        }
+        .frame(maxWidth: .infinity, maxHeight: .infinity)
+    }
+}
+
+// MARK: - Error View
+
+struct ErrorView: View {
+    let message: String
+    var retryAction: (() -> Void)?
+
+    var body: some View {
+        VStack(spacing: 16) {
+            Image(systemName: "exclamationmark.triangle.fill")
+                .font(.system(size: 48))
+                .foregroundColor(.appWarning)
+
+            Text("Something went wrong")
+                .font(.headline)
+
+            Text(message)
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+                .padding(.horizontal, 40)
+
+            if let retryAction = retryAction {
+                Button(action: retryAction) {
+                    Label("Try Again", systemImage: "arrow.clockwise")
+                        .font(.subheadline.weight(.semibold))
+                        .padding(.horizontal, 20)
+                        .padding(.vertical, 10)
+                        .background(Color.appPrimary)
+                        .foregroundColor(.white)
+                        .cornerRadius(20)
+                }
+            }
+        }
+        .frame(maxWidth: .infinity, maxHeight: .infinity)
+    }
+}
+
+// MARK: - Success View
+
+struct SuccessView: View {
+    let title: String
+    let message: String
+    var action: (() -> Void)?
+
+    var body: some View {
+        VStack(spacing: 20) {
+            ZStack {
+                Circle()
+                    .fill(Color.positiveGreen.opacity(0.1))
+                    .frame(width: 100, height: 100)
+
+                Image(systemName: "checkmark.circle.fill")
+                    .font(.system(size: 60))
+                    .foregroundColor(.positiveGreen)
+            }
+
+            Text(title)
+                .font(.title2.weight(.bold))
+
+            Text(message)
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+                .padding(.horizontal, 40)
+
+            if let action = action {
+                Button(action: action) {
+                    Text("Continue")
+                        .font(.headline)
+                        .foregroundColor(.white)
+                        .padding()
+                        .frame(maxWidth: 200)
+                        .background(Color.appPrimary)
+                        .cornerRadius(AppConstants.UI.cornerRadius)
+                }
+            }
+        }
+    }
+}
+
+// MARK: - Toast View
+
+struct ToastView: View {
+    enum ToastType {
+        case success, error, info
+
+        var icon: String {
+            switch self {
+            case .success: return "checkmark.circle.fill"
+            case .error: return "xmark.circle.fill"
+            case .info: return "info.circle.fill"
+            }
+        }
+
+        var color: Color {
+            switch self {
+            case .success: return .positiveGreen
+            case .error: return .negativeRed
+            case .info: return .appPrimary
+            }
+        }
+    }
+
+    let message: String
+    let type: ToastType
+
+    var body: some View {
+        HStack(spacing: 12) {
+            Image(systemName: type.icon)
+                .foregroundColor(type.color)
+
+            Text(message)
+                .font(.subheadline)
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.1), radius: 10, y: 5)
+    }
+}
+
+#Preview {
+    VStack(spacing: 20) {
+        LoadingView()
+            .frame(height: 100)
+
+        SkeletonCardView()
+
+        EmptyStateView(
+            icon: "tray",
+            title: "No Data",
+            message: "Start adding your investments to see them here.",
+            actionTitle: "Get Started",
+            action: {}
+        )
+        .frame(height: 300)
+
+        ToastView(message: "Successfully saved!", type: .success)
+    }
+    .padding()
+}

InvestmentTracker/Views/Dashboard/CategoryBreakdown.swift

@@ -0,0 +1,191 @@
+import SwiftUI
+
+struct CategoryBreakdownCard: View {
+    let categories: [CategoryMetrics]
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            HStack {
+                Text("By Category")
+                    .font(.headline)
+
+                Spacer()
+
+                NavigationLink {
+                    ChartsContainerView()
+                } label: {
+                    Text("See All")
+                        .font(.subheadline)
+                        .foregroundColor(.appPrimary)
+                }
+            }
+
+            ForEach(categories) { category in
+                CategoryRowView(category: category)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+struct CategoryRowView: View {
+    let category: CategoryMetrics
+
+    var body: some View {
+        HStack(spacing: 12) {
+            // Icon
+            ZStack {
+                Circle()
+                    .fill((Color(hex: category.colorHex) ?? .gray).opacity(0.2))
+                    .frame(width: 36, height: 36)
+
+                Image(systemName: category.icon)
+                    .font(.system(size: 14))
+                    .foregroundColor(Color(hex: category.colorHex) ?? .gray)
+            }
+
+            // Name and percentage
+            VStack(alignment: .leading, spacing: 2) {
+                Text(category.categoryName)
+                    .font(.subheadline.weight(.medium))
+
+                Text(category.formattedPercentage)
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+
+            Spacer()
+
+            // Value and return
+            VStack(alignment: .trailing, spacing: 2) {
+                Text(category.formattedTotalValue)
+                    .font(.subheadline.weight(.semibold))
+
+                HStack(spacing: 2) {
+                    Image(systemName: category.metrics.cagr >= 0 ? "arrow.up.right" : "arrow.down.right")
+                        .font(.caption2)
+                    Text(category.metrics.formattedCAGR)
+                        .font(.caption)
+                }
+                .foregroundColor(category.metrics.cagr >= 0 ? .positiveGreen : .negativeRed)
+            }
+        }
+        .padding(.vertical, 4)
+    }
+}
+
+// MARK: - Category Progress Bar
+
+struct CategoryProgressBar: View {
+    let category: CategoryMetrics
+    let maxValue: Decimal
+
+    var progress: Double {
+        guard maxValue > 0 else { return 0 }
+        return NSDecimalNumber(decimal: category.totalValue / maxValue).doubleValue
+    }
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 4) {
+            HStack {
+                HStack(spacing: 6) {
+                    Circle()
+                        .fill(Color(hex: category.colorHex) ?? .gray)
+                        .frame(width: 8, height: 8)
+
+                    Text(category.categoryName)
+                        .font(.caption)
+                }
+
+                Spacer()
+
+                Text(category.formattedPercentage)
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+
+            GeometryReader { geometry in
+                ZStack(alignment: .leading) {
+                    Rectangle()
+                        .fill(Color.gray.opacity(0.1))
+                        .frame(height: 6)
+                        .cornerRadius(3)
+
+                    Rectangle()
+                        .fill(Color(hex: category.colorHex) ?? .gray)
+                        .frame(width: geometry.size.width * progress, height: 6)
+                        .cornerRadius(3)
+                }
+            }
+            .frame(height: 6)
+        }
+    }
+}
+
+// MARK: - Simple Category List
+
+struct SimpleCategoryList: View {
+    let categories: [CategoryMetrics]
+
+    var body: some View {
+        VStack(spacing: 8) {
+            ForEach(categories) { category in
+                HStack {
+                    Circle()
+                        .fill(Color(hex: category.colorHex) ?? .gray)
+                        .frame(width: 10, height: 10)
+
+                    Text(category.categoryName)
+                        .font(.subheadline)
+
+                    Spacer()
+
+                    Text(category.formattedTotalValue)
+                        .font(.subheadline.weight(.medium))
+
+                    Text("(\(category.formattedPercentage))")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                }
+            }
+        }
+    }
+}
+
+#Preview {
+    let sampleCategories = [
+        CategoryMetrics(
+            id: UUID(),
+            categoryName: "Stocks",
+            colorHex: "#10B981",
+            icon: "chart.line.uptrend.xyaxis",
+            totalValue: 50000,
+            percentageOfPortfolio: 50,
+            metrics: .empty
+        ),
+        CategoryMetrics(
+            id: UUID(),
+            categoryName: "Bonds",
+            colorHex: "#3B82F6",
+            icon: "building.columns.fill",
+            totalValue: 30000,
+            percentageOfPortfolio: 30,
+            metrics: .empty
+        ),
+        CategoryMetrics(
+            id: UUID(),
+            categoryName: "Real Estate",
+            colorHex: "#F59E0B",
+            icon: "house.fill",
+            totalValue: 20000,
+            percentageOfPortfolio: 20,
+            metrics: .empty
+        )
+    ]
+
+    return CategoryBreakdownCard(categories: sampleCategories)
+        .padding()
+}

InvestmentTracker/Views/Dashboard/DashboardView.swift

@@ -0,0 +1,262 @@
+import SwiftUI
+import Charts
+
+struct DashboardView: View {
+    @EnvironmentObject var iapService: IAPService
+    @StateObject private var viewModel: DashboardViewModel
+
+    init() {
+        _viewModel = StateObject(wrappedValue: DashboardViewModel())
+    }
+
+    var body: some View {
+        NavigationStack {
+            ScrollView {
+                VStack(spacing: 20) {
+                    if viewModel.hasData {
+                        // Total Value Card
+                        TotalValueCard(
+                            totalValue: viewModel.portfolioSummary.formattedTotalValue,
+                            dayChange: viewModel.portfolioSummary.formattedDayChange,
+                            isPositive: viewModel.isDayChangePositive
+                        )
+
+                        // Evolution Chart
+                        if !viewModel.evolutionData.isEmpty {
+                            EvolutionChartCard(data: viewModel.evolutionData)
+                        }
+
+                        // Period Returns
+                        PeriodReturnsCard(
+                            monthChange: viewModel.portfolioSummary.formattedMonthChange,
+                            yearChange: viewModel.portfolioSummary.formattedYearChange,
+                            allTimeChange: viewModel.portfolioSummary.formattedAllTimeReturn,
+                            isMonthPositive: viewModel.isMonthChangePositive,
+                            isYearPositive: viewModel.isYearChangePositive,
+                            isAllTimePositive: viewModel.portfolioSummary.allTimeReturn >= 0
+                        )
+
+                        // Category Breakdown
+                        if !viewModel.categoryMetrics.isEmpty {
+                            CategoryBreakdownCard(categories: viewModel.topCategories)
+                        }
+
+                        // Pending Updates
+                        if !viewModel.sourcesNeedingUpdate.isEmpty {
+                            PendingUpdatesCard(sources: viewModel.sourcesNeedingUpdate)
+                        }
+                    } else {
+                        EmptyDashboardView()
+                    }
+                }
+                .padding()
+            }
+            .navigationTitle("Dashboard")
+            .refreshable {
+                viewModel.refreshData()
+            }
+            .overlay {
+                if viewModel.isLoading {
+                    ProgressView()
+                }
+            }
+        }
+    }
+}
+
+// MARK: - Total Value Card
+
+struct TotalValueCard: View {
+    let totalValue: String
+    let dayChange: String
+    let isPositive: Bool
+
+    var body: some View {
+        VStack(spacing: 8) {
+            Text("Total Portfolio Value")
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+
+            Text(totalValue)
+                .font(.system(size: 42, weight: .bold, design: .rounded))
+                .foregroundColor(.primary)
+
+            HStack(spacing: 4) {
+                Image(systemName: isPositive ? "arrow.up.right" : "arrow.down.right")
+                    .font(.caption)
+                Text(dayChange)
+                    .font(.subheadline.weight(.medium))
+                Text("today")
+                    .font(.subheadline)
+                    .foregroundColor(.secondary)
+            }
+            .foregroundColor(isPositive ? .positiveGreen : .negativeRed)
+        }
+        .frame(maxWidth: .infinity)
+        .padding(.vertical, 24)
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+// MARK: - Period Returns Card
+
+struct PeriodReturnsCard: View {
+    let monthChange: String
+    let yearChange: String
+    let allTimeChange: String
+    let isMonthPositive: Bool
+    let isYearPositive: Bool
+    let isAllTimePositive: Bool
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            Text("Returns")
+                .font(.headline)
+
+            HStack(spacing: 16) {
+                ReturnPeriodView(
+                    period: "1M",
+                    change: monthChange,
+                    isPositive: isMonthPositive
+                )
+
+                Divider()
+
+                ReturnPeriodView(
+                    period: "1Y",
+                    change: yearChange,
+                    isPositive: isYearPositive
+                )
+
+                Divider()
+
+                ReturnPeriodView(
+                    period: "All",
+                    change: allTimeChange,
+                    isPositive: isAllTimePositive
+                )
+            }
+            .frame(maxWidth: .infinity)
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+struct ReturnPeriodView: View {
+    let period: String
+    let change: String
+    let isPositive: Bool
+
+    var body: some View {
+        VStack(spacing: 4) {
+            Text(period)
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            Text(change)
+                .font(.subheadline.weight(.semibold))
+                .foregroundColor(isPositive ? .positiveGreen : .negativeRed)
+                .lineLimit(1)
+                .minimumScaleFactor(0.8)
+        }
+        .frame(maxWidth: .infinity)
+    }
+}
+
+// MARK: - Empty Dashboard View
+
+struct EmptyDashboardView: View {
+    var body: some View {
+        VStack(spacing: 20) {
+            Image(systemName: "chart.pie")
+                .font(.system(size: 60))
+                .foregroundColor(.secondary)
+
+            Text("Welcome to Investment Tracker")
+                .font(.title2.weight(.semibold))
+
+            Text("Start by adding your first investment source to track your portfolio.")
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+
+            NavigationLink {
+                AddSourceView()
+            } label: {
+                Label("Add Investment Source", systemImage: "plus")
+                    .font(.headline)
+                    .foregroundColor(.white)
+                    .padding()
+                    .frame(maxWidth: .infinity)
+                    .background(Color.appPrimary)
+                    .cornerRadius(AppConstants.UI.cornerRadius)
+            }
+        }
+        .padding()
+    }
+}
+
+// MARK: - Pending Updates Card
+
+struct PendingUpdatesCard: View {
+    let sources: [InvestmentSource]
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            HStack {
+                Image(systemName: "bell.badge.fill")
+                    .foregroundColor(.appWarning)
+                Text("Pending Updates")
+                    .font(.headline)
+                Spacer()
+                Text("\(sources.count)")
+                    .font(.subheadline)
+                    .foregroundColor(.secondary)
+            }
+
+            ForEach(sources.prefix(3)) { source in
+                NavigationLink(destination: SourceDetailView(source: source)) {
+                    HStack {
+                        Circle()
+                            .fill(source.category?.color ?? .gray)
+                            .frame(width: 8, height: 8)
+
+                        Text(source.name)
+                            .font(.subheadline)
+
+                        Spacer()
+
+                        Text(source.latestSnapshot?.date.relativeDescription ?? "Never")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+
+                        Image(systemName: "chevron.right")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    }
+                }
+                .buttonStyle(.plain)
+            }
+
+            if sources.count > 3 {
+                Text("+ \(sources.count - 3) more")
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+#Preview {
+    DashboardView()
+        .environmentObject(IAPService())
+}

InvestmentTracker/Views/Dashboard/EvolutionChart.swift

@@ -0,0 +1,158 @@
+import SwiftUI
+import Charts
+
+struct EvolutionChartCard: View {
+    let data: [(date: Date, value: Decimal)]
+
+    @State private var selectedDataPoint: (date: Date, value: Decimal)?
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            HStack {
+                Text("Portfolio Evolution")
+                    .font(.headline)
+
+                Spacer()
+
+                if let selected = selectedDataPoint {
+                    VStack(alignment: .trailing) {
+                        Text(selected.value.compactCurrencyString)
+                            .font(.subheadline.weight(.semibold))
+                        Text(selected.date.monthYearString)
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    }
+                }
+            }
+
+            if data.count >= 2 {
+                Chart {
+                    ForEach(data, id: \.date) { item in
+                        LineMark(
+                            x: .value("Date", item.date),
+                            y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                        )
+                        .foregroundStyle(Color.appPrimary)
+                        .interpolationMethod(.catmullRom)
+
+                        AreaMark(
+                            x: .value("Date", item.date),
+                            y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                        )
+                        .foregroundStyle(
+                            LinearGradient(
+                                colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
+                                startPoint: .top,
+                                endPoint: .bottom
+                            )
+                        )
+                        .interpolationMethod(.catmullRom)
+                    }
+
+                    if let selected = selectedDataPoint {
+                        RuleMark(x: .value("Selected", selected.date))
+                            .foregroundStyle(Color.gray.opacity(0.3))
+                            .lineStyle(StrokeStyle(lineWidth: 1, dash: [5, 5]))
+
+                        PointMark(
+                            x: .value("Date", selected.date),
+                            y: .value("Value", NSDecimalNumber(decimal: selected.value).doubleValue)
+                        )
+                        .foregroundStyle(Color.appPrimary)
+                        .symbolSize(100)
+                    }
+                }
+                .chartXAxis {
+                    AxisMarks(values: .stride(by: .month, count: 3)) { value in
+                        AxisValueLabel(format: .dateTime.month(.abbreviated))
+                    }
+                }
+                .chartYAxis {
+                    AxisMarks(position: .leading) { value in
+                        AxisValueLabel {
+                            if let doubleValue = value.as(Double.self) {
+                                Text(Decimal(doubleValue).shortCurrencyString)
+                                    .font(.caption)
+                            }
+                        }
+                    }
+                }
+                .chartOverlay { proxy in
+                    GeometryReader { geometry in
+                        Rectangle()
+                            .fill(.clear)
+                            .contentShape(Rectangle())
+                            .gesture(
+                                DragGesture(minimumDistance: 0)
+                                    .onChanged { value in
+                                        let x = value.location.x - geometry[proxy.plotAreaFrame].origin.x
+                                        guard let date: Date = proxy.value(atX: x) else { return }
+
+                                        if let closest = data.min(by: {
+                                            abs($0.date.timeIntervalSince(date)) < abs($1.date.timeIntervalSince(date))
+                                        }) {
+                                            selectedDataPoint = closest
+                                        }
+                                    }
+                                    .onEnded { _ in
+                                        selectedDataPoint = nil
+                                    }
+                            )
+                    }
+                }
+                .frame(height: 200)
+            } else {
+                Text("Not enough data to display chart")
+                    .font(.subheadline)
+                    .foregroundColor(.secondary)
+                    .frame(height: 200)
+                    .frame(maxWidth: .infinity)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+// MARK: - Mini Sparkline
+
+struct SparklineView: View {
+    let data: [(date: Date, value: Decimal)]
+    let color: Color
+
+    var body: some View {
+        if data.count >= 2 {
+            Chart(data, id: \.date) { item in
+                LineMark(
+                    x: .value("Date", item.date),
+                    y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                )
+                .foregroundStyle(color)
+                .interpolationMethod(.catmullRom)
+            }
+            .chartXAxis(.hidden)
+            .chartYAxis(.hidden)
+            .chartLegend(.hidden)
+        } else {
+            Rectangle()
+                .fill(Color.gray.opacity(0.1))
+        }
+    }
+}
+
+#Preview {
+    let sampleData: [(date: Date, value: Decimal)] = [
+        (Date().adding(months: -6), 10000),
+        (Date().adding(months: -5), 10500),
+        (Date().adding(months: -4), 10200),
+        (Date().adding(months: -3), 11000),
+        (Date().adding(months: -2), 11500),
+        (Date().adding(months: -1), 11200),
+        (Date(), 12000)
+    ]
+
+    return EvolutionChartCard(data: sampleData)
+        .padding()
+}

InvestmentTracker/Views/Onboarding/OnboardingView.swift

@@ -0,0 +1,230 @@
+import SwiftUI
+
+struct OnboardingView: View {
+    @Binding var onboardingCompleted: Bool
+
+    @State private var currentPage = 0
+
+    private let pages: [OnboardingPage] = [
+        OnboardingPage(
+            icon: "chart.pie.fill",
+            title: "Track Your Investments",
+            description: "Monitor all your investment sources in one place. Stocks, bonds, real estate, crypto, and more.",
+            color: .appPrimary
+        ),
+        OnboardingPage(
+            icon: "chart.line.uptrend.xyaxis",
+            title: "Visualize Your Growth",
+            description: "Beautiful charts show your portfolio evolution, allocation, and performance over time.",
+            color: .positiveGreen
+        ),
+        OnboardingPage(
+            icon: "bell.badge.fill",
+            title: "Never Miss an Update",
+            description: "Set reminders to track your investments regularly. Monthly, quarterly, or custom schedules.",
+            color: .appWarning
+        ),
+        OnboardingPage(
+            icon: "icloud.fill",
+            title: "Sync Everywhere",
+            description: "Your data syncs automatically via iCloud across all your Apple devices.",
+            color: .appSecondary
+        )
+    ]
+
+    var body: some View {
+        VStack {
+            // Pages
+            TabView(selection: $currentPage) {
+                ForEach(0..<pages.count, id: \.self) { index in
+                    OnboardingPageView(page: pages[index])
+                        .tag(index)
+                }
+            }
+            .tabViewStyle(.page(indexDisplayMode: .never))
+            .animation(.easeInOut, value: currentPage)
+
+            // Page indicators
+            HStack(spacing: 8) {
+                ForEach(0..<pages.count, id: \.self) { index in
+                    Circle()
+                        .fill(currentPage == index ? Color.appPrimary : Color.gray.opacity(0.3))
+                        .frame(width: 8, height: 8)
+                        .animation(.easeInOut, value: currentPage)
+                }
+            }
+            .padding(.bottom, 20)
+
+            // Buttons
+            VStack(spacing: 12) {
+                if currentPage < pages.count - 1 {
+                    Button {
+                        withAnimation {
+                            currentPage += 1
+                        }
+                    } label: {
+                        Text("Continue")
+                            .font(.headline)
+                            .foregroundColor(.white)
+                            .frame(maxWidth: .infinity)
+                            .padding()
+                            .background(Color.appPrimary)
+                            .cornerRadius(AppConstants.UI.cornerRadius)
+                    }
+
+                    Button {
+                        completeOnboarding()
+                    } label: {
+                        Text("Skip")
+                            .font(.subheadline)
+                            .foregroundColor(.secondary)
+                    }
+                } else {
+                    Button {
+                        completeOnboarding()
+                    } label: {
+                        Text("Get Started")
+                            .font(.headline)
+                            .foregroundColor(.white)
+                            .frame(maxWidth: .infinity)
+                            .padding()
+                            .background(Color.appPrimary)
+                            .cornerRadius(AppConstants.UI.cornerRadius)
+                    }
+                }
+            }
+            .padding(.horizontal, 24)
+            .padding(.bottom, 40)
+        }
+        .background(Color(.systemBackground))
+    }
+
+    private func completeOnboarding() {
+        // Create default categories
+        let categoryRepository = CategoryRepository()
+        categoryRepository.createDefaultCategoriesIfNeeded()
+
+        // Mark onboarding as complete
+        let context = CoreDataStack.shared.viewContext
+        AppSettings.markOnboardingComplete(in: context)
+
+        // Log analytics
+        FirebaseService.shared.logOnboardingCompleted(stepCount: pages.count)
+
+        // Request notification permission
+        Task {
+            await NotificationService.shared.requestAuthorization()
+        }
+
+        withAnimation {
+            onboardingCompleted = true
+        }
+    }
+}
+
+// MARK: - Onboarding Page Model
+
+struct OnboardingPage {
+    let icon: String
+    let title: String
+    let description: String
+    let color: Color
+}
+
+// MARK: - Onboarding Page View
+
+struct OnboardingPageView: View {
+    let page: OnboardingPage
+
+    var body: some View {
+        VStack(spacing: 32) {
+            Spacer()
+
+            // Icon
+            ZStack {
+                Circle()
+                    .fill(page.color.opacity(0.15))
+                    .frame(width: 140, height: 140)
+
+                Circle()
+                    .fill(page.color.opacity(0.3))
+                    .frame(width: 100, height: 100)
+
+                Image(systemName: page.icon)
+                    .font(.system(size: 50))
+                    .foregroundColor(page.color)
+            }
+
+            // Content
+            VStack(spacing: 16) {
+                Text(page.title)
+                    .font(.title.weight(.bold))
+                    .multilineTextAlignment(.center)
+
+                Text(page.description)
+                    .font(.body)
+                    .foregroundColor(.secondary)
+                    .multilineTextAlignment(.center)
+                    .padding(.horizontal, 40)
+            }
+
+            Spacer()
+            Spacer()
+        }
+    }
+}
+
+// MARK: - First Launch Welcome
+
+struct WelcomeView: View {
+    @Binding var showWelcome: Bool
+    let userName: String?
+
+    var body: some View {
+        VStack(spacing: 24) {
+            Spacer()
+
+            Image(systemName: "hand.wave.fill")
+                .font(.system(size: 60))
+                .foregroundColor(.appPrimary)
+
+            VStack(spacing: 8) {
+                if let name = userName {
+                    Text("Welcome back, \(name)!")
+                        .font(.title.weight(.bold))
+                } else {
+                    Text("Welcome!")
+                        .font(.title.weight(.bold))
+                }
+
+                Text("Your investment data has been synced from iCloud.")
+                    .font(.subheadline)
+                    .foregroundColor(.secondary)
+                    .multilineTextAlignment(.center)
+            }
+
+            Spacer()
+
+            Button {
+                withAnimation {
+                    showWelcome = false
+                }
+            } label: {
+                Text("Continue")
+                    .font(.headline)
+                    .foregroundColor(.white)
+                    .frame(maxWidth: .infinity)
+                    .padding()
+                    .background(Color.appPrimary)
+                    .cornerRadius(AppConstants.UI.cornerRadius)
+            }
+            .padding(.horizontal, 24)
+            .padding(.bottom, 40)
+        }
+        .background(Color(.systemBackground))
+    }
+}
+
+#Preview {
+    OnboardingView(onboardingCompleted: .constant(false))
+}

InvestmentTracker/Views/Premium/PaywallView.swift

@@ -0,0 +1,366 @@
+import SwiftUI
+
+struct PaywallView: View {
+    @Environment(\.dismiss) private var dismiss
+    @EnvironmentObject var iapService: IAPService
+
+    @State private var isPurchasing = false
+    @State private var errorMessage: String?
+    @State private var showingError = false
+
+    var body: some View {
+        NavigationStack {
+            ScrollView {
+                VStack(spacing: 24) {
+                    // Header
+                    headerSection
+
+                    // Features List
+                    featuresSection
+
+                    // Price Card
+                    priceCard
+
+                    // Purchase Button
+                    purchaseButton
+
+                    // Restore Button
+                    restoreButton
+
+                    // Legal
+                    legalSection
+                }
+                .padding()
+            }
+            .navigationTitle("Upgrade to Premium")
+            .navigationBarTitleDisplayMode(.inline)
+            .toolbar {
+                ToolbarItem(placement: .navigationBarLeading) {
+                    Button {
+                        dismiss()
+                    } label: {
+                        Image(systemName: "xmark")
+                            .foregroundColor(.secondary)
+                    }
+                }
+            }
+            .alert("Error", isPresented: $showingError) {
+                Button("OK", role: .cancel) {}
+            } message: {
+                Text(errorMessage ?? "An error occurred")
+            }
+            .onChange(of: iapService.isPremium) { _, isPremium in
+                if isPremium {
+                    dismiss()
+                }
+            }
+        }
+    }
+
+    // MARK: - Header Section
+
+    private var headerSection: some View {
+        VStack(spacing: 16) {
+            // Crown icon
+            ZStack {
+                Circle()
+                    .fill(
+                        LinearGradient(
+                            colors: [Color.yellow.opacity(0.3), Color.orange.opacity(0.3)],
+                            startPoint: .topLeading,
+                            endPoint: .bottomTrailing
+                        )
+                    )
+                    .frame(width: 80, height: 80)
+
+                Image(systemName: "crown.fill")
+                    .font(.system(size: 36))
+                    .foregroundStyle(
+                        LinearGradient(
+                            colors: [.yellow, .orange],
+                            startPoint: .topLeading,
+                            endPoint: .bottomTrailing
+                        )
+                    )
+            }
+
+            Text("Unlock Full Potential")
+                .font(.title.weight(.bold))
+
+            Text("Get unlimited access to all features with a one-time purchase")
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+        }
+    }
+
+    // MARK: - Features Section
+
+    private var featuresSection: some View {
+        VStack(spacing: 12) {
+            ForEach(IAPService.premiumFeatures, id: \.title) { feature in
+                FeatureRow(
+                    icon: feature.icon,
+                    title: feature.title,
+                    description: feature.description
+                )
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    // MARK: - Price Card
+
+    private var priceCard: some View {
+        VStack(spacing: 8) {
+            HStack(alignment: .top, spacing: 4) {
+                Text("€")
+                    .font(.title2.weight(.semibold))
+                    .foregroundColor(.appPrimary)
+
+                Text("4.69")
+                    .font(.system(size: 48, weight: .bold, design: .rounded))
+                    .foregroundColor(.appPrimary)
+            }
+
+            Text("One-time purchase")
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+
+            HStack(spacing: 4) {
+                Image(systemName: "person.2.fill")
+                    .font(.caption)
+                Text("Includes Family Sharing")
+                    .font(.caption)
+            }
+            .foregroundColor(.appSecondary)
+            .padding(.top, 4)
+        }
+        .frame(maxWidth: .infinity)
+        .padding(.vertical, 24)
+        .background(
+            RoundedRectangle(cornerRadius: AppConstants.UI.cornerRadius)
+                .fill(Color.appPrimary.opacity(0.1))
+                .overlay(
+                    RoundedRectangle(cornerRadius: AppConstants.UI.cornerRadius)
+                        .stroke(Color.appPrimary, lineWidth: 2)
+                )
+        )
+    }
+
+    // MARK: - Purchase Button
+
+    private var purchaseButton: some View {
+        Button {
+            purchase()
+        } label: {
+            HStack {
+                if isPurchasing {
+                    ProgressView()
+                        .tint(.white)
+                } else {
+                    Text("Upgrade Now")
+                        .font(.headline)
+                }
+            }
+            .frame(maxWidth: .infinity)
+            .padding()
+            .background(Color.appPrimary)
+            .foregroundColor(.white)
+            .cornerRadius(AppConstants.UI.cornerRadius)
+        }
+        .disabled(isPurchasing)
+    }
+
+    // MARK: - Restore Button
+
+    private var restoreButton: some View {
+        Button {
+            restore()
+        } label: {
+            Text("Restore Purchases")
+                .font(.subheadline)
+                .foregroundColor(.appPrimary)
+        }
+        .disabled(isPurchasing)
+    }
+
+    // MARK: - Legal Section
+
+    private var legalSection: some View {
+        VStack(spacing: 8) {
+            Text("Payment will be charged to your Apple ID account. By purchasing, you agree to our Terms of Service and Privacy Policy.")
+                .font(.caption2)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+
+            HStack(spacing: 16) {
+                Link("Terms", destination: URL(string: AppConstants.URLs.termsOfService)!)
+                    .font(.caption)
+
+                Link("Privacy", destination: URL(string: AppConstants.URLs.privacyPolicy)!)
+                    .font(.caption)
+            }
+        }
+        .padding(.top, 8)
+    }
+
+    // MARK: - Actions
+
+    private func purchase() {
+        isPurchasing = true
+        FirebaseService.shared.logPurchaseAttempt(productId: IAPService.premiumProductID)
+
+        Task {
+            do {
+                try await iapService.purchase()
+            } catch {
+                errorMessage = error.localizedDescription
+                showingError = true
+            }
+            isPurchasing = false
+        }
+    }
+
+    private func restore() {
+        isPurchasing = true
+
+        Task {
+            await iapService.restorePurchases()
+
+            if !iapService.isPremium {
+                errorMessage = "No purchases found to restore"
+                showingError = true
+            }
+            isPurchasing = false
+        }
+    }
+}
+
+// MARK: - Feature Row
+
+struct FeatureRow: View {
+    let icon: String
+    let title: String
+    let description: String
+
+    var body: some View {
+        HStack(spacing: 16) {
+            ZStack {
+                Circle()
+                    .fill(Color.appPrimary.opacity(0.1))
+                    .frame(width: 44, height: 44)
+
+                Image(systemName: icon)
+                    .font(.system(size: 18))
+                    .foregroundColor(.appPrimary)
+            }
+
+            VStack(alignment: .leading, spacing: 2) {
+                Text(title)
+                    .font(.subheadline.weight(.semibold))
+
+                Text(description)
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+
+            Spacer()
+
+            Image(systemName: "checkmark.circle.fill")
+                .foregroundColor(.positiveGreen)
+        }
+    }
+}
+
+// MARK: - Compact Paywall (for inline use)
+
+struct CompactPaywallBanner: View {
+    @Binding var showingPaywall: Bool
+
+    var body: some View {
+        HStack(spacing: 12) {
+            Image(systemName: "crown.fill")
+                .font(.title2)
+                .foregroundStyle(
+                    LinearGradient(
+                        colors: [.yellow, .orange],
+                        startPoint: .topLeading,
+                        endPoint: .bottomTrailing
+                    )
+                )
+
+            VStack(alignment: .leading, spacing: 2) {
+                Text("Unlock Premium")
+                    .font(.subheadline.weight(.semibold))
+
+                Text("Get unlimited access to all features")
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+
+            Spacer()
+
+            Button {
+                showingPaywall = true
+            } label: {
+                Text("€4.69")
+                    .font(.caption.weight(.semibold))
+                    .padding(.horizontal, 12)
+                    .padding(.vertical, 6)
+                    .background(Color.appPrimary)
+                    .foregroundColor(.white)
+                    .cornerRadius(16)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+// MARK: - Premium Lock Overlay
+
+struct PremiumLockOverlay: View {
+    let feature: String
+    @Binding var showingPaywall: Bool
+
+    var body: some View {
+        VStack(spacing: 16) {
+            Image(systemName: "lock.fill")
+                .font(.system(size: 32))
+                .foregroundColor(.appWarning)
+
+            Text("Premium Feature")
+                .font(.headline)
+
+            Text(feature)
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+
+            Button {
+                showingPaywall = true
+            } label: {
+                Label("Unlock", systemImage: "crown.fill")
+                    .font(.subheadline.weight(.semibold))
+                    .padding(.horizontal, 20)
+                    .padding(.vertical, 10)
+                    .background(Color.appPrimary)
+                    .foregroundColor(.white)
+                    .cornerRadius(20)
+            }
+        }
+        .frame(maxWidth: .infinity, maxHeight: .infinity)
+        .background(Color(.systemBackground).opacity(0.95))
+    }
+}
+
+#Preview {
+    PaywallView()
+        .environmentObject(IAPService())
+}

InvestmentTracker/Views/Settings/SettingsView.swift

@@ -0,0 +1,388 @@
+import SwiftUI
+
+struct SettingsView: View {
+    @EnvironmentObject var iapService: IAPService
+    @StateObject private var viewModel: SettingsViewModel
+
+    init() {
+        _viewModel = StateObject(wrappedValue: SettingsViewModel(iapService: IAPService()))
+    }
+
+    var body: some View {
+        NavigationStack {
+            List {
+                // Premium Section
+                premiumSection
+
+                // Notifications Section
+                notificationsSection
+
+                // Data Section
+                dataSection
+
+                // About Section
+                aboutSection
+
+                // Danger Zone
+                dangerZoneSection
+            }
+            .navigationTitle("Settings")
+            .sheet(isPresented: $viewModel.showingPaywall) {
+                PaywallView()
+            }
+            .sheet(isPresented: $viewModel.showingExportOptions) {
+                ExportOptionsSheet(viewModel: viewModel)
+            }
+            .confirmationDialog(
+                "Reset All Data",
+                isPresented: $viewModel.showingResetConfirmation,
+                titleVisibility: .visible
+            ) {
+                Button("Reset Everything", role: .destructive) {
+                    viewModel.resetAllData()
+                }
+            } message: {
+                Text("This will permanently delete all your investment data. This action cannot be undone.")
+            }
+            .alert("Success", isPresented: .constant(viewModel.successMessage != nil)) {
+                Button("OK") {
+                    viewModel.successMessage = nil
+                }
+            } message: {
+                Text(viewModel.successMessage ?? "")
+            }
+            .alert("Error", isPresented: .constant(viewModel.errorMessage != nil)) {
+                Button("OK") {
+                    viewModel.errorMessage = nil
+                }
+            } message: {
+                Text(viewModel.errorMessage ?? "")
+            }
+        }
+    }
+
+    // MARK: - Premium Section
+
+    private var premiumSection: some View {
+        Section {
+            if viewModel.isPremium {
+                HStack {
+                    ZStack {
+                        Circle()
+                            .fill(Color.yellow.opacity(0.2))
+                            .frame(width: 44, height: 44)
+
+                        Image(systemName: "crown.fill")
+                            .foregroundStyle(
+                                LinearGradient(
+                                    colors: [.yellow, .orange],
+                                    startPoint: .topLeading,
+                                    endPoint: .bottomTrailing
+                                )
+                            )
+                    }
+
+                    VStack(alignment: .leading, spacing: 2) {
+                        Text("Premium Active")
+                            .font(.headline)
+
+                        if viewModel.isFamilyShared {
+                            Text("Family Sharing")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                        }
+                    }
+
+                    Spacer()
+
+                    Image(systemName: "checkmark.seal.fill")
+                        .foregroundColor(.positiveGreen)
+                }
+            } else {
+                Button {
+                    viewModel.upgradeToPremium()
+                } label: {
+                    HStack {
+                        ZStack {
+                            Circle()
+                                .fill(Color.appPrimary.opacity(0.1))
+                                .frame(width: 44, height: 44)
+
+                            Image(systemName: "crown.fill")
+                                .foregroundColor(.appPrimary)
+                        }
+
+                        VStack(alignment: .leading, spacing: 2) {
+                            Text("Upgrade to Premium")
+                                .font(.headline)
+                                .foregroundColor(.primary)
+
+                            Text("Unlock all features for €4.69")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                        }
+
+                        Spacer()
+
+                        Image(systemName: "chevron.right")
+                            .foregroundColor(.secondary)
+                    }
+                }
+
+                Button {
+                    Task {
+                        await viewModel.restorePurchases()
+                    }
+                } label: {
+                    Text("Restore Purchases")
+                }
+            }
+        } header: {
+            Text("Subscription")
+        } footer: {
+            if !viewModel.isPremium {
+                Text("Free: \(viewModel.sourceLimitText) • \(viewModel.historyLimitText)")
+            }
+        }
+    }
+
+    // MARK: - Notifications Section
+
+    private var notificationsSection: some View {
+        Section {
+            HStack {
+                Text("Notifications")
+                Spacer()
+                Text(viewModel.notificationsEnabled ? "Enabled" : "Disabled")
+                    .foregroundColor(.secondary)
+            }
+            .contentShape(Rectangle())
+            .onTapGesture {
+                if !viewModel.notificationsEnabled {
+                    Task {
+                        await viewModel.requestNotificationPermission()
+                    }
+                } else {
+                    viewModel.openSystemSettings()
+                }
+            }
+
+            if viewModel.notificationsEnabled {
+                DatePicker(
+                    "Default Reminder Time",
+                    selection: $viewModel.defaultNotificationTime,
+                    displayedComponents: .hourAndMinute
+                )
+                .onChange(of: viewModel.defaultNotificationTime) { _, newTime in
+                    viewModel.updateNotificationTime(newTime)
+                }
+            }
+        } header: {
+            Text("Notifications")
+        } footer: {
+            Text("Set when you'd like to receive investment update reminders.")
+        }
+    }
+
+    // MARK: - Data Section
+
+    private var dataSection: some View {
+        Section {
+            Button {
+                if viewModel.canExport {
+                    viewModel.showingExportOptions = true
+                } else {
+                    viewModel.showingPaywall = true
+                }
+            } label: {
+                HStack {
+                    Label("Export Data", systemImage: "square.and.arrow.up")
+
+                    Spacer()
+
+                    if !viewModel.canExport {
+                        Image(systemName: "lock.fill")
+                            .font(.caption)
+                            .foregroundColor(.appWarning)
+                    }
+                }
+            }
+
+            HStack {
+                Text("Total Sources")
+                Spacer()
+                Text("\(viewModel.totalSources)")
+                    .foregroundColor(.secondary)
+            }
+
+            HStack {
+                Text("Total Snapshots")
+                Spacer()
+                Text("\(viewModel.totalSnapshots)")
+                    .foregroundColor(.secondary)
+            }
+
+            HStack {
+                Text("Storage Used")
+                Spacer()
+                Text(viewModel.storageUsedText)
+                    .foregroundColor(.secondary)
+            }
+        } header: {
+            Text("Data")
+        }
+    }
+
+    // MARK: - About Section
+
+    private var aboutSection: some View {
+        Section {
+            HStack {
+                Text("Version")
+                Spacer()
+                Text(viewModel.appVersion)
+                    .foregroundColor(.secondary)
+            }
+
+            Link(destination: URL(string: AppConstants.URLs.privacyPolicy)!) {
+                HStack {
+                    Text("Privacy Policy")
+                    Spacer()
+                    Image(systemName: "arrow.up.right")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                }
+            }
+
+            Link(destination: URL(string: AppConstants.URLs.termsOfService)!) {
+                HStack {
+                    Text("Terms of Service")
+                    Spacer()
+                    Image(systemName: "arrow.up.right")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                }
+            }
+
+            Link(destination: URL(string: AppConstants.URLs.support)!) {
+                HStack {
+                    Text("Support")
+                    Spacer()
+                    Image(systemName: "arrow.up.right")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                }
+            }
+
+            Button {
+                requestAppReview()
+            } label: {
+                HStack {
+                    Text("Rate App")
+                    Spacer()
+                    Image(systemName: "star.fill")
+                        .foregroundColor(.yellow)
+                }
+            }
+        } header: {
+            Text("About")
+        }
+    }
+
+    // MARK: - Danger Zone Section
+
+    private var dangerZoneSection: some View {
+        Section {
+            Button(role: .destructive) {
+                viewModel.showingResetConfirmation = true
+            } label: {
+                HStack {
+                    Image(systemName: "trash")
+                    Text("Reset All Data")
+                }
+            }
+        } header: {
+            Text("Danger Zone")
+        } footer: {
+            Text("This will permanently delete all your investment sources, snapshots, and settings.")
+        }
+    }
+
+    // MARK: - Helpers
+
+    private func requestAppReview() {
+        guard let scene = UIApplication.shared.connectedScenes.first as? UIWindowScene else { return }
+        import StoreKit
+        SKStoreReviewController.requestReview(in: scene)
+    }
+}
+
+// MARK: - Export Options Sheet
+
+struct ExportOptionsSheet: View {
+    @Environment(\.dismiss) private var dismiss
+    @ObservedObject var viewModel: SettingsViewModel
+
+    var body: some View {
+        NavigationStack {
+            List {
+                Section {
+                    Button {
+                        viewModel.exportData(format: .csv)
+                        dismiss()
+                    } label: {
+                        HStack {
+                            Image(systemName: "tablecells")
+                                .foregroundColor(.positiveGreen)
+                                .frame(width: 30)
+
+                            VStack(alignment: .leading) {
+                                Text("CSV")
+                                    .font(.headline)
+                                Text("Compatible with Excel, Google Sheets")
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                            }
+                        }
+                    }
+
+                    Button {
+                        viewModel.exportData(format: .json)
+                        dismiss()
+                    } label: {
+                        HStack {
+                            Image(systemName: "doc.text")
+                                .foregroundColor(.appPrimary)
+                                .frame(width: 30)
+
+                            VStack(alignment: .leading) {
+                                Text("JSON")
+                                    .font(.headline)
+                                Text("Full data structure for backup")
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                            }
+                        }
+                    }
+                } header: {
+                    Text("Select Format")
+                }
+            }
+            .navigationTitle("Export Data")
+            .navigationBarTitleDisplayMode(.inline)
+            .toolbar {
+                ToolbarItem(placement: .navigationBarTrailing) {
+                    Button("Cancel") {
+                        dismiss()
+                    }
+                }
+            }
+        }
+        .presentationDetents([.medium])
+    }
+}
+
+#Preview {
+    SettingsView()
+        .environmentObject(IAPService())
+}

InvestmentTracker/Views/Sources/AddSourceView.swift

@@ -0,0 +1,476 @@
+import SwiftUI
+
+struct AddSourceView: View {
+    @Environment(\.dismiss) private var dismiss
+    @EnvironmentObject var iapService: IAPService
+
+    @State private var name = ""
+    @State private var selectedCategory: Category?
+    @State private var notificationFrequency: NotificationFrequency = .monthly
+    @State private var customFrequencyMonths = 1
+    @State private var initialValue = ""
+    @State private var showingCategoryPicker = false
+
+    @StateObject private var categoryRepository = CategoryRepository()
+
+    var body: some View {
+        NavigationStack {
+            Form {
+                // Source Info
+                Section {
+                    TextField("Source Name", text: $name)
+                        .textContentType(.organizationName)
+
+                    Button {
+                        showingCategoryPicker = true
+                    } label: {
+                        HStack {
+                            Text("Category")
+                                .foregroundColor(.primary)
+
+                            Spacer()
+
+                            if let category = selectedCategory {
+                                HStack(spacing: 6) {
+                                    Image(systemName: category.icon)
+                                        .foregroundColor(category.color)
+                                    Text(category.name)
+                                        .foregroundColor(.secondary)
+                                }
+                            } else {
+                                Text("Select")
+                                    .foregroundColor(.secondary)
+                            }
+
+                            Image(systemName: "chevron.right")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                        }
+                    }
+                } header: {
+                    Text("Source Information")
+                }
+
+                // Initial Value (Optional)
+                Section {
+                    HStack {
+                        Text("€")
+                            .foregroundColor(.secondary)
+
+                        TextField("0.00", text: $initialValue)
+                            .keyboardType(.decimalPad)
+                    }
+                } header: {
+                    Text("Initial Value (Optional)")
+                } footer: {
+                    Text("You can add snapshots later if you prefer.")
+                }
+
+                // Notification Settings
+                Section {
+                    Picker("Reminder Frequency", selection: $notificationFrequency) {
+                        ForEach(NotificationFrequency.allCases) { frequency in
+                            Text(frequency.displayName).tag(frequency)
+                        }
+                    }
+
+                    if notificationFrequency == .custom {
+                        Stepper(
+                            "Every \(customFrequencyMonths) month\(customFrequencyMonths > 1 ? "s" : "")",
+                            value: $customFrequencyMonths,
+                            in: 1...24
+                        )
+                    }
+                } header: {
+                    Text("Reminders")
+                } footer: {
+                    Text("We'll remind you to update this investment based on your selected frequency.")
+                }
+            }
+            .navigationTitle("Add Source")
+            .navigationBarTitleDisplayMode(.inline)
+            .toolbar {
+                ToolbarItem(placement: .navigationBarLeading) {
+                    Button("Cancel") {
+                        dismiss()
+                    }
+                }
+
+                ToolbarItem(placement: .navigationBarTrailing) {
+                    Button("Add") {
+                        saveSource()
+                    }
+                    .disabled(!isValid)
+                    .fontWeight(.semibold)
+                }
+            }
+            .sheet(isPresented: $showingCategoryPicker) {
+                CategoryPickerView(
+                    selectedCategory: $selectedCategory,
+                    categories: categoryRepository.categories
+                )
+            }
+            .onAppear {
+                categoryRepository.createDefaultCategoriesIfNeeded()
+                if selectedCategory == nil {
+                    selectedCategory = categoryRepository.categories.first
+                }
+            }
+        }
+    }
+
+    // MARK: - Validation
+
+    private var isValid: Bool {
+        !name.trimmingCharacters(in: .whitespaces).isEmpty && selectedCategory != nil
+    }
+
+    // MARK: - Save
+
+    private func saveSource() {
+        guard let category = selectedCategory else { return }
+
+        let repository = InvestmentSourceRepository()
+        let source = repository.createSource(
+            name: name.trimmingCharacters(in: .whitespaces),
+            category: category,
+            notificationFrequency: notificationFrequency,
+            customFrequencyMonths: customFrequencyMonths
+        )
+
+        // Add initial snapshot if provided
+        if let value = parseDecimal(initialValue), value > 0 {
+            let snapshotRepository = SnapshotRepository()
+            snapshotRepository.createSnapshot(
+                for: source,
+                date: Date(),
+                value: value
+            )
+        }
+
+        // Schedule notification
+        NotificationService.shared.scheduleReminder(for: source)
+
+        // Log analytics
+        FirebaseService.shared.logSourceAdded(
+            categoryName: category.name,
+            sourceCount: repository.sourceCount
+        )
+
+        dismiss()
+    }
+
+    private func parseDecimal(_ string: String) -> Decimal? {
+        let cleaned = string
+            .replacingOccurrences(of: "€", with: "")
+            .replacingOccurrences(of: ",", with: ".")
+            .trimmingCharacters(in: .whitespaces)
+
+        guard !cleaned.isEmpty else { return nil }
+
+        let formatter = NumberFormatter()
+        formatter.numberStyle = .decimal
+        formatter.locale = Locale(identifier: "en_US")
+
+        return formatter.number(from: cleaned)?.decimalValue
+    }
+}
+
+// MARK: - Category Picker View
+
+struct CategoryPickerView: View {
+    @Environment(\.dismiss) private var dismiss
+    @Binding var selectedCategory: Category?
+    let categories: [Category]
+
+    var body: some View {
+        NavigationStack {
+            List(categories) { category in
+                Button {
+                    selectedCategory = category
+                    dismiss()
+                } label: {
+                    HStack(spacing: 12) {
+                        ZStack {
+                            Circle()
+                                .fill(category.color.opacity(0.2))
+                                .frame(width: 40, height: 40)
+
+                            Image(systemName: category.icon)
+                                .foregroundColor(category.color)
+                        }
+
+                        Text(category.name)
+                            .foregroundColor(.primary)
+
+                        Spacer()
+
+                        if selectedCategory?.id == category.id {
+                            Image(systemName: "checkmark")
+                                .foregroundColor(.appPrimary)
+                        }
+                    }
+                }
+            }
+            .navigationTitle("Select Category")
+            .navigationBarTitleDisplayMode(.inline)
+            .toolbar {
+                ToolbarItem(placement: .navigationBarTrailing) {
+                    Button("Done") {
+                        dismiss()
+                    }
+                }
+            }
+        }
+    }
+}
+
+// MARK: - Edit Source View
+
+struct EditSourceView: View {
+    @Environment(\.dismiss) private var dismiss
+    let source: InvestmentSource
+
+    @State private var name: String
+    @State private var selectedCategory: Category?
+    @State private var notificationFrequency: NotificationFrequency
+    @State private var customFrequencyMonths: Int
+    @State private var showingCategoryPicker = false
+
+    @StateObject private var categoryRepository = CategoryRepository()
+
+    init(source: InvestmentSource) {
+        self.source = source
+        _name = State(initialValue: source.name)
+        _selectedCategory = State(initialValue: source.category)
+        _notificationFrequency = State(initialValue: source.frequency)
+        _customFrequencyMonths = State(initialValue: Int(source.customFrequencyMonths))
+    }
+
+    var body: some View {
+        NavigationStack {
+            Form {
+                Section {
+                    TextField("Source Name", text: $name)
+
+                    Button {
+                        showingCategoryPicker = true
+                    } label: {
+                        HStack {
+                            Text("Category")
+                                .foregroundColor(.primary)
+
+                            Spacer()
+
+                            if let category = selectedCategory {
+                                HStack(spacing: 6) {
+                                    Image(systemName: category.icon)
+                                        .foregroundColor(category.color)
+                                    Text(category.name)
+                                        .foregroundColor(.secondary)
+                                }
+                            }
+
+                            Image(systemName: "chevron.right")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                        }
+                    }
+                }
+
+                Section {
+                    Picker("Reminder Frequency", selection: $notificationFrequency) {
+                        ForEach(NotificationFrequency.allCases) { frequency in
+                            Text(frequency.displayName).tag(frequency)
+                        }
+                    }
+
+                    if notificationFrequency == .custom {
+                        Stepper(
+                            "Every \(customFrequencyMonths) month\(customFrequencyMonths > 1 ? "s" : "")",
+                            value: $customFrequencyMonths,
+                            in: 1...24
+                        )
+                    }
+                } header: {
+                    Text("Reminders")
+                }
+            }
+            .navigationTitle("Edit Source")
+            .navigationBarTitleDisplayMode(.inline)
+            .toolbar {
+                ToolbarItem(placement: .navigationBarLeading) {
+                    Button("Cancel") {
+                        dismiss()
+                    }
+                }
+
+                ToolbarItem(placement: .navigationBarTrailing) {
+                    Button("Save") {
+                        saveChanges()
+                    }
+                    .disabled(!isValid)
+                    .fontWeight(.semibold)
+                }
+            }
+            .sheet(isPresented: $showingCategoryPicker) {
+                CategoryPickerView(
+                    selectedCategory: $selectedCategory,
+                    categories: categoryRepository.categories
+                )
+            }
+        }
+    }
+
+    private var isValid: Bool {
+        !name.trimmingCharacters(in: .whitespaces).isEmpty && selectedCategory != nil
+    }
+
+    private func saveChanges() {
+        guard let category = selectedCategory else { return }
+
+        let repository = InvestmentSourceRepository()
+        repository.updateSource(
+            source,
+            name: name.trimmingCharacters(in: .whitespaces),
+            category: category,
+            notificationFrequency: notificationFrequency,
+            customFrequencyMonths: customFrequencyMonths
+        )
+
+        // Reschedule notification
+        NotificationService.shared.scheduleReminder(for: source)
+
+        dismiss()
+    }
+}
+
+// MARK: - Add Snapshot View
+
+struct AddSnapshotView: View {
+    @Environment(\.dismiss) private var dismiss
+    let source: InvestmentSource
+
+    @StateObject private var viewModel: SnapshotFormViewModel
+
+    init(source: InvestmentSource) {
+        self.source = source
+        _viewModel = StateObject(wrappedValue: SnapshotFormViewModel(source: source))
+    }
+
+    var body: some View {
+        NavigationStack {
+            Form {
+                Section {
+                    DatePicker(
+                        "Date",
+                        selection: $viewModel.date,
+                        in: ...Date(),
+                        displayedComponents: .date
+                    )
+
+                    HStack {
+                        Text("€")
+                            .foregroundColor(.secondary)
+
+                        TextField("Value", text: $viewModel.valueString)
+                            .keyboardType(.decimalPad)
+                    }
+
+                    if let previous = viewModel.previousValueString {
+                        Text(previous)
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    }
+                } header: {
+                    Text("Snapshot Details")
+                }
+
+                // Change preview
+                if let change = viewModel.formattedChange,
+                   let percentage = viewModel.formattedChangePercentage {
+                    Section {
+                        HStack {
+                            Text("Change from previous")
+                            Spacer()
+                            Text("\(change) (\(percentage))")
+                                .foregroundColor(
+                                    (viewModel.changeFromPrevious ?? 0) >= 0
+                                        ? .positiveGreen
+                                        : .negativeRed
+                                )
+                        }
+                    }
+                }
+
+                Section {
+                    Toggle("Include Contribution", isOn: $viewModel.includeContribution)
+
+                    if viewModel.includeContribution {
+                        HStack {
+                            Text("€")
+                                .foregroundColor(.secondary)
+
+                            TextField("New capital added", text: $viewModel.contributionString)
+                                .keyboardType(.decimalPad)
+                        }
+                    }
+                } header: {
+                    Text("Contribution (Optional)")
+                } footer: {
+                    Text("Track new capital you've added to separate it from investment growth.")
+                }
+
+                Section {
+                    TextField("Notes", text: $viewModel.notes, axis: .vertical)
+                        .lineLimit(3...6)
+                } header: {
+                    Text("Notes (Optional)")
+                }
+            }
+            .navigationTitle(viewModel.title)
+            .navigationBarTitleDisplayMode(.inline)
+            .toolbar {
+                ToolbarItem(placement: .navigationBarLeading) {
+                    Button("Cancel") {
+                        dismiss()
+                    }
+                }
+
+                ToolbarItem(placement: .navigationBarTrailing) {
+                    Button(viewModel.buttonTitle) {
+                        saveSnapshot()
+                    }
+                    .disabled(!viewModel.isValid)
+                    .fontWeight(.semibold)
+                }
+            }
+        }
+    }
+
+    private func saveSnapshot() {
+        guard let value = viewModel.value else { return }
+
+        let repository = SnapshotRepository()
+        repository.createSnapshot(
+            for: source,
+            date: viewModel.date,
+            value: value,
+            contribution: viewModel.contribution,
+            notes: viewModel.notes.isEmpty ? nil : viewModel.notes
+        )
+
+        // Reschedule notification
+        NotificationService.shared.scheduleReminder(for: source)
+
+        // Log analytics
+        FirebaseService.shared.logSnapshotAdded(sourceName: source.name, value: value)
+
+        dismiss()
+    }
+}
+
+#Preview {
+    AddSourceView()
+        .environmentObject(IAPService())
+}

InvestmentTracker/Views/Sources/SourceDetailView.swift

@@ -0,0 +1,426 @@
+import SwiftUI
+import Charts
+
+struct SourceDetailView: View {
+    @EnvironmentObject var iapService: IAPService
+    @StateObject private var viewModel: SourceDetailViewModel
+    @Environment(\.dismiss) private var dismiss
+
+    @State private var showingDeleteConfirmation = false
+
+    init(source: InvestmentSource) {
+        _viewModel = StateObject(wrappedValue: SourceDetailViewModel(
+            source: source,
+            iapService: IAPService()
+        ))
+    }
+
+    var body: some View {
+        ScrollView {
+            VStack(spacing: 20) {
+                // Header Card
+                headerCard
+
+                // Quick Actions
+                quickActions
+
+                // Chart
+                if !viewModel.chartData.isEmpty {
+                    chartSection
+                }
+
+                // Metrics
+                metricsSection
+
+                // Predictions (Premium)
+                if viewModel.hasEnoughDataForPredictions {
+                    predictionsSection
+                }
+
+                // Snapshots List
+                snapshotsSection
+            }
+            .padding()
+        }
+        .navigationTitle(viewModel.source.name)
+        .navigationBarTitleDisplayMode(.inline)
+        .toolbar {
+            ToolbarItem(placement: .navigationBarTrailing) {
+                Menu {
+                    Button {
+                        viewModel.showingEditSource = true
+                    } label: {
+                        Label("Edit Source", systemImage: "pencil")
+                    }
+
+                    Button(role: .destructive) {
+                        showingDeleteConfirmation = true
+                    } label: {
+                        Label("Delete Source", systemImage: "trash")
+                    }
+                } label: {
+                    Image(systemName: "ellipsis.circle")
+                }
+            }
+        }
+        .sheet(isPresented: $viewModel.showingAddSnapshot) {
+            AddSnapshotView(source: viewModel.source)
+        }
+        .sheet(isPresented: $viewModel.showingEditSource) {
+            EditSourceView(source: viewModel.source)
+        }
+        .sheet(isPresented: $viewModel.showingPaywall) {
+            PaywallView()
+        }
+        .confirmationDialog(
+            "Delete Source",
+            isPresented: $showingDeleteConfirmation,
+            titleVisibility: .visible
+        ) {
+            Button("Delete", role: .destructive) {
+                // Delete and dismiss
+                let repository = InvestmentSourceRepository()
+                repository.deleteSource(viewModel.source)
+                dismiss()
+            }
+        } message: {
+            Text("This will permanently delete \(viewModel.source.name) and all its snapshots.")
+        }
+    }
+
+    // MARK: - Header Card
+
+    private var headerCard: some View {
+        VStack(spacing: 12) {
+            // Category badge
+            HStack {
+                Image(systemName: viewModel.source.category?.icon ?? "questionmark")
+                Text(viewModel.categoryName)
+            }
+            .font(.caption)
+            .foregroundColor(Color(hex: viewModel.categoryColor) ?? .gray)
+            .padding(.horizontal, 12)
+            .padding(.vertical, 6)
+            .background((Color(hex: viewModel.categoryColor) ?? .gray).opacity(0.1))
+            .cornerRadius(20)
+
+            // Current value
+            Text(viewModel.formattedCurrentValue)
+                .font(.system(size: 36, weight: .bold, design: .rounded))
+
+            // Return
+            HStack(spacing: 4) {
+                Image(systemName: viewModel.isPositiveReturn ? "arrow.up.right" : "arrow.down.right")
+                Text(viewModel.formattedTotalReturn)
+                Text("(\(viewModel.formattedPercentageReturn))")
+            }
+            .font(.subheadline.weight(.medium))
+            .foregroundColor(viewModel.isPositiveReturn ? .positiveGreen : .negativeRed)
+
+            // Last updated
+            Text("Last updated: \(viewModel.lastUpdated)")
+                .font(.caption)
+                .foregroundColor(.secondary)
+        }
+        .frame(maxWidth: .infinity)
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    // MARK: - Quick Actions
+
+    private var quickActions: some View {
+        HStack(spacing: 12) {
+            Button {
+                viewModel.showingAddSnapshot = true
+            } label: {
+                Label("Add Snapshot", systemImage: "plus.circle.fill")
+                    .font(.subheadline.weight(.semibold))
+                    .frame(maxWidth: .infinity)
+                    .padding()
+                    .background(Color.appPrimary)
+                    .foregroundColor(.white)
+                    .cornerRadius(AppConstants.UI.cornerRadius)
+            }
+        }
+    }
+
+    // MARK: - Chart Section
+
+    private var chartSection: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            Text("Value History")
+                .font(.headline)
+
+            Chart(viewModel.chartData, id: \.date) { item in
+                LineMark(
+                    x: .value("Date", item.date),
+                    y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                )
+                .foregroundStyle(Color.appPrimary)
+                .interpolationMethod(.catmullRom)
+
+                AreaMark(
+                    x: .value("Date", item.date),
+                    y: .value("Value", NSDecimalNumber(decimal: item.value).doubleValue)
+                )
+                .foregroundStyle(
+                    LinearGradient(
+                        colors: [Color.appPrimary.opacity(0.3), Color.appPrimary.opacity(0.0)],
+                        startPoint: .top,
+                        endPoint: .bottom
+                    )
+                )
+                .interpolationMethod(.catmullRom)
+            }
+            .chartXAxis {
+                AxisMarks(values: .stride(by: .month, count: 2)) { value in
+                    AxisValueLabel(format: .dateTime.month(.abbreviated))
+                }
+            }
+            .chartYAxis {
+                AxisMarks(position: .leading) { value in
+                    AxisValueLabel {
+                        if let doubleValue = value.as(Double.self) {
+                            Text(Decimal(doubleValue).shortCurrencyString)
+                                .font(.caption)
+                        }
+                    }
+                }
+            }
+            .frame(height: 200)
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    // MARK: - Metrics Section
+
+    private var metricsSection: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            Text("Performance Metrics")
+                .font(.headline)
+
+            LazyVGrid(columns: [
+                GridItem(.flexible()),
+                GridItem(.flexible())
+            ], spacing: 16) {
+                MetricCard(title: "CAGR", value: viewModel.metrics.formattedCAGR)
+                MetricCard(title: "Volatility", value: viewModel.metrics.formattedVolatility)
+                MetricCard(title: "Max Drawdown", value: viewModel.metrics.formattedMaxDrawdown)
+                MetricCard(title: "Sharpe Ratio", value: viewModel.metrics.formattedSharpeRatio)
+                MetricCard(title: "Win Rate", value: viewModel.metrics.formattedWinRate)
+                MetricCard(title: "Avg Monthly", value: viewModel.metrics.formattedAverageMonthlyReturn)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    // MARK: - Predictions Section
+
+    private var predictionsSection: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            HStack {
+                Text("Predictions")
+                    .font(.headline)
+
+                Spacer()
+
+                if !viewModel.canViewPredictions {
+                    Label("Premium", systemImage: "crown.fill")
+                        .font(.caption)
+                        .foregroundColor(.appWarning)
+                }
+            }
+
+            if viewModel.canViewPredictions {
+                if let result = viewModel.predictionResult, !viewModel.predictions.isEmpty {
+                    VStack(alignment: .leading, spacing: 8) {
+                        HStack {
+                            Text("Algorithm: \(result.algorithm.displayName)")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+
+                            Spacer()
+
+                            Text("Confidence: \(result.confidenceLevel.rawValue)")
+                                .font(.caption)
+                                .foregroundColor(Color(hex: result.confidenceLevel.color) ?? .gray)
+                        }
+
+                        // Show 12-month prediction
+                        if let lastPrediction = viewModel.predictions.last {
+                            HStack {
+                                VStack(alignment: .leading) {
+                                    Text("12-Month Forecast")
+                                        .font(.subheadline)
+                                        .foregroundColor(.secondary)
+                                    Text(lastPrediction.formattedValue)
+                                        .font(.title3.weight(.semibold))
+                                }
+
+                                Spacer()
+
+                                VStack(alignment: .trailing) {
+                                    Text("Range")
+                                        .font(.subheadline)
+                                        .foregroundColor(.secondary)
+                                    Text(lastPrediction.formattedConfidenceRange)
+                                        .font(.caption)
+                                }
+                            }
+                        }
+                    }
+                }
+            } else {
+                Button {
+                    viewModel.showingPaywall = true
+                } label: {
+                    HStack {
+                        Image(systemName: "lock.fill")
+                        Text("Unlock Predictions with Premium")
+                    }
+                    .font(.subheadline)
+                    .frame(maxWidth: .infinity)
+                    .padding()
+                    .background(Color.appPrimary.opacity(0.1))
+                    .foregroundColor(.appPrimary)
+                    .cornerRadius(AppConstants.UI.smallCornerRadius)
+                }
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+
+    // MARK: - Snapshots Section
+
+    private var snapshotsSection: some View {
+        VStack(alignment: .leading, spacing: 12) {
+            HStack {
+                Text("Snapshots")
+                    .font(.headline)
+
+                Spacer()
+
+                Text("\(viewModel.snapshotCount)")
+                    .font(.subheadline)
+                    .foregroundColor(.secondary)
+            }
+
+            if viewModel.isHistoryLimited {
+                HStack {
+                    Image(systemName: "info.circle")
+                        .foregroundColor(.appWarning)
+                    Text("\(viewModel.hiddenSnapshotCount) older snapshots hidden. Upgrade for full history.")
+                        .font(.caption)
+
+                    Spacer()
+
+                    Button("Upgrade") {
+                        viewModel.showingPaywall = true
+                    }
+                    .font(.caption.weight(.semibold))
+                }
+                .padding(8)
+                .background(Color.appWarning.opacity(0.1))
+                .cornerRadius(AppConstants.UI.smallCornerRadius)
+            }
+
+            ForEach(viewModel.snapshots.prefix(10)) { snapshot in
+                SnapshotRowView(snapshot: snapshot)
+                    .swipeActions(edge: .trailing) {
+                        Button(role: .destructive) {
+                            viewModel.deleteSnapshot(snapshot)
+                        } label: {
+                            Label("Delete", systemImage: "trash")
+                        }
+                    }
+
+                if snapshot.id != viewModel.snapshots.prefix(10).last?.id {
+                    Divider()
+                }
+            }
+
+            if viewModel.snapshots.count > 10 {
+                Text("+ \(viewModel.snapshots.count - 10) more snapshots")
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+            }
+        }
+        .padding()
+        .background(Color(.systemBackground))
+        .cornerRadius(AppConstants.UI.cornerRadius)
+        .shadow(color: .black.opacity(0.05), radius: 8, y: 2)
+    }
+}
+
+// MARK: - Metric Card
+
+struct MetricCard: View {
+    let title: String
+    let value: String
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 4) {
+            Text(title)
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            Text(value)
+                .font(.subheadline.weight(.semibold))
+        }
+        .frame(maxWidth: .infinity, alignment: .leading)
+    }
+}
+
+// MARK: - Snapshot Row View
+
+struct SnapshotRowView: View {
+    let snapshot: Snapshot
+
+    var body: some View {
+        HStack {
+            VStack(alignment: .leading, spacing: 2) {
+                Text(snapshot.date.friendlyDescription)
+                    .font(.subheadline)
+
+                if let notes = snapshot.notes, !notes.isEmpty {
+                    Text(notes)
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                        .lineLimit(1)
+                }
+            }
+
+            Spacer()
+
+            VStack(alignment: .trailing, spacing: 2) {
+                Text(snapshot.formattedValue)
+                    .font(.subheadline.weight(.medium))
+
+                if snapshot.contribution != nil && snapshot.decimalContribution > 0 {
+                    Text("+ \(snapshot.decimalContribution.currencyString)")
+                        .font(.caption)
+                        .foregroundColor(.appPrimary)
+                }
+            }
+        }
+        .padding(.vertical, 4)
+    }
+}
+
+#Preview {
+    NavigationStack {
+        Text("Source Detail Preview")
+    }
+}

InvestmentTracker/Views/Sources/SourceListView.swift

@@ -0,0 +1,261 @@
+import SwiftUI
+
+struct SourceListView: View {
+    @EnvironmentObject var iapService: IAPService
+    @StateObject private var viewModel: SourceListViewModel
+
+    init() {
+        // We'll set the iapService in onAppear since we need @EnvironmentObject
+        _viewModel = StateObject(wrappedValue: SourceListViewModel(iapService: IAPService()))
+    }
+
+    var body: some View {
+        NavigationStack {
+            Group {
+                if viewModel.isEmpty {
+                    emptyStateView
+                } else {
+                    sourcesList
+                }
+            }
+            .navigationTitle("Sources")
+            .searchable(text: $viewModel.searchText, prompt: "Search sources")
+            .toolbar {
+                ToolbarItem(placement: .navigationBarTrailing) {
+                    Button {
+                        viewModel.addSourceTapped()
+                    } label: {
+                        Image(systemName: "plus")
+                    }
+                }
+
+                ToolbarItem(placement: .navigationBarLeading) {
+                    categoryFilterMenu
+                }
+            }
+            .sheet(isPresented: $viewModel.showingAddSource) {
+                AddSourceView()
+            }
+            .sheet(isPresented: $viewModel.showingPaywall) {
+                PaywallView()
+            }
+        }
+    }
+
+    // MARK: - Sources List
+
+    private var sourcesList: some View {
+        List {
+            // Summary Header
+            if !viewModel.isFiltered {
+                Section {
+                    HStack {
+                        VStack(alignment: .leading) {
+                            Text("Total Value")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                            Text(viewModel.formattedTotalValue)
+                                .font(.title2.weight(.bold))
+                        }
+
+                        Spacer()
+
+                        VStack(alignment: .trailing) {
+                            Text("Sources")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                            Text("\(viewModel.sources.count)")
+                                .font(.title2.weight(.bold))
+                        }
+                    }
+                    .padding(.vertical, 4)
+                }
+            }
+
+            // Source limit warning
+            if viewModel.sourceLimitReached {
+                Section {
+                    HStack {
+                        Image(systemName: "exclamationmark.triangle.fill")
+                            .foregroundColor(.appWarning)
+
+                        Text("Source limit reached. Upgrade to Premium for unlimited sources.")
+                            .font(.subheadline)
+
+                        Spacer()
+
+                        Button("Upgrade") {
+                            viewModel.showingPaywall = true
+                        }
+                        .font(.subheadline.weight(.semibold))
+                        .foregroundColor(.appPrimary)
+                    }
+                }
+            }
+
+            // Sources
+            Section {
+                ForEach(viewModel.sources) { source in
+                    NavigationLink {
+                        SourceDetailView(source: source)
+                    } label: {
+                        SourceRowView(source: source)
+                    }
+                }
+                .onDelete { indexSet in
+                    viewModel.deleteSource(at: indexSet)
+                }
+            } header: {
+                if viewModel.isFiltered {
+                    HStack {
+                        Text("\(viewModel.sources.count) results")
+                        Spacer()
+                        Button("Clear Filters") {
+                            viewModel.clearFilters()
+                        }
+                        .font(.caption)
+                    }
+                }
+            }
+        }
+        .listStyle(.insetGrouped)
+        .refreshable {
+            viewModel.loadData()
+        }
+    }
+
+    // MARK: - Empty State
+
+    private var emptyStateView: some View {
+        VStack(spacing: 20) {
+            Image(systemName: "tray")
+                .font(.system(size: 60))
+                .foregroundColor(.secondary)
+
+            Text("No Investment Sources")
+                .font(.title2.weight(.semibold))
+
+            Text("Add your first investment source to start tracking your portfolio.")
+                .font(.subheadline)
+                .foregroundColor(.secondary)
+                .multilineTextAlignment(.center)
+                .padding(.horizontal, 40)
+
+            Button {
+                viewModel.showingAddSource = true
+            } label: {
+                Label("Add Source", systemImage: "plus")
+                    .font(.headline)
+                    .foregroundColor(.white)
+                    .padding()
+                    .frame(maxWidth: 200)
+                    .background(Color.appPrimary)
+                    .cornerRadius(AppConstants.UI.cornerRadius)
+            }
+        }
+    }
+
+    // MARK: - Category Filter Menu
+
+    private var categoryFilterMenu: some View {
+        Menu {
+            Button {
+                viewModel.selectCategory(nil)
+            } label: {
+                HStack {
+                    Text("All Categories")
+                    if viewModel.selectedCategory == nil {
+                        Image(systemName: "checkmark")
+                    }
+                }
+            }
+
+            Divider()
+
+            ForEach(viewModel.categories) { category in
+                Button {
+                    viewModel.selectCategory(category)
+                } label: {
+                    HStack {
+                        Image(systemName: category.icon)
+                        Text(category.name)
+                        if viewModel.selectedCategory?.id == category.id {
+                            Image(systemName: "checkmark")
+                        }
+                    }
+                }
+            }
+        } label: {
+            HStack(spacing: 4) {
+                Image(systemName: "line.3.horizontal.decrease.circle")
+                if viewModel.selectedCategory != nil {
+                    Circle()
+                        .fill(Color.appPrimary)
+                        .frame(width: 8, height: 8)
+                }
+            }
+        }
+    }
+}
+
+// MARK: - Source Row View
+
+struct SourceRowView: View {
+    let source: InvestmentSource
+
+    var body: some View {
+        HStack(spacing: 12) {
+            // Category indicator
+            ZStack {
+                Circle()
+                    .fill((source.category?.color ?? .gray).opacity(0.2))
+                    .frame(width: 44, height: 44)
+
+                Image(systemName: source.category?.icon ?? "questionmark")
+                    .font(.system(size: 18))
+                    .foregroundColor(source.category?.color ?? .gray)
+            }
+
+            // Source info
+            VStack(alignment: .leading, spacing: 4) {
+                Text(source.name)
+                    .font(.headline)
+
+                HStack(spacing: 8) {
+                    Text(source.category?.name ?? "Uncategorized")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+
+                    if source.needsUpdate {
+                        Label("Needs update", systemImage: "bell.badge.fill")
+                            .font(.caption2)
+                            .foregroundColor(.appWarning)
+                    }
+                }
+            }
+
+            Spacer()
+
+            // Value
+            VStack(alignment: .trailing, spacing: 4) {
+                Text(source.latestValue.compactCurrencyString)
+                    .font(.subheadline.weight(.semibold))
+
+                HStack(spacing: 2) {
+                    Image(systemName: source.totalReturn >= 0 ? "arrow.up.right" : "arrow.down.right")
+                        .font(.caption2)
+                    Text(String(format: "%.1f%%", NSDecimalNumber(decimal: source.totalReturn).doubleValue))
+                        .font(.caption)
+                }
+                .foregroundColor(source.totalReturn >= 0 ? .positiveGreen : .negativeRed)
+            }
+        }
+        .padding(.vertical, 4)
+        .opacity(source.isActive ? 1 : 0.5)
+    }
+}
+
+#Preview {
+    SourceListView()
+        .environmentObject(IAPService())
+}

InvestmentTrackerWidget/Assets.xcassets/AccentColor.colorset/Contents.json

@@ -0,0 +1,11 @@
+{
+  "colors" : [
+    {
+      "idiom" : "universal"
+    }
+  ],
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTrackerWidget/Assets.xcassets/AppIcon.appiconset/Contents.json

@@ -0,0 +1,35 @@
+{
+  "images" : [
+    {
+      "idiom" : "universal",
+      "platform" : "ios",
+      "size" : "1024x1024"
+    },
+    {
+      "appearances" : [
+        {
+          "appearance" : "luminosity",
+          "value" : "dark"
+        }
+      ],
+      "idiom" : "universal",
+      "platform" : "ios",
+      "size" : "1024x1024"
+    },
+    {
+      "appearances" : [
+        {
+          "appearance" : "luminosity",
+          "value" : "tinted"
+        }
+      ],
+      "idiom" : "universal",
+      "platform" : "ios",
+      "size" : "1024x1024"
+    }
+  ],
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTrackerWidget/Assets.xcassets/Contents.json

@@ -0,0 +1,6 @@
+{
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTrackerWidget/Assets.xcassets/WidgetBackground.colorset/Contents.json

@@ -0,0 +1,11 @@
+{
+  "colors" : [
+    {
+      "idiom" : "universal"
+    }
+  ],
+  "info" : {
+    "author" : "xcode",
+    "version" : 1
+  }
+}

InvestmentTrackerWidget/InvestmentWidget.swift

@@ -0,0 +1,299 @@
+import WidgetKit
+import SwiftUI
+import CoreData
+
+// MARK: - Widget Entry
+
+struct InvestmentWidgetEntry: TimelineEntry {
+    let date: Date
+    let totalValue: Decimal
+    let dayChange: Decimal
+    let dayChangePercentage: Double
+    let topSources: [(name: String, value: Decimal, color: String)]
+    let sparklineData: [Decimal]
+}
+
+// MARK: - Widget Provider
+
+struct InvestmentWidgetProvider: TimelineProvider {
+    func placeholder(in context: Context) -> InvestmentWidgetEntry {
+        InvestmentWidgetEntry(
+            date: Date(),
+            totalValue: 50000,
+            dayChange: 250,
+            dayChangePercentage: 0.5,
+            topSources: [
+                ("Stocks", 30000, "#10B981"),
+                ("Bonds", 15000, "#3B82F6"),
+                ("Real Estate", 5000, "#F59E0B")
+            ],
+            sparklineData: [45000, 46000, 47000, 48000, 49000, 50000]
+        )
+    }
+
+    func getSnapshot(in context: Context, completion: @escaping (InvestmentWidgetEntry) -> Void) {
+        let entry = fetchData()
+        completion(entry)
+    }
+
+    func getTimeline(in context: Context, completion: @escaping (Timeline<InvestmentWidgetEntry>) -> Void) {
+        let entry = fetchData()
+
+        // Refresh every hour
+        let nextUpdate = Calendar.current.date(byAdding: .hour, value: 1, to: Date()) ?? Date()
+        let timeline = Timeline(entries: [entry], policy: .after(nextUpdate))
+
+        completion(timeline)
+    }
+
+    private func fetchData() -> InvestmentWidgetEntry {
+        let container = CoreDataStack.createWidgetContainer()
+        let context = container.viewContext
+
+        // Fetch sources
+        let sourceRequest: NSFetchRequest<InvestmentSource> = InvestmentSource.fetchRequest()
+        let sources = (try? context.fetch(sourceRequest)) ?? []
+
+        // Calculate total value
+        let totalValue = sources.reduce(Decimal.zero) { $0 + $1.latestValue }
+
+        // Get top sources
+        let topSources = sources
+            .sorted { $0.latestValue > $1.latestValue }
+            .prefix(3)
+            .map { (name: $0.name, value: $0.latestValue, color: $0.category?.colorHex ?? "#3B82F6") }
+
+        // Calculate day change (simplified - would need proper historical data)
+        let dayChange: Decimal = 0
+        let dayChangePercentage: Double = 0
+
+        // Get sparkline data (last 6 data points)
+        let sparklineData: [Decimal] = []
+
+        return InvestmentWidgetEntry(
+            date: Date(),
+            totalValue: totalValue,
+            dayChange: dayChange,
+            dayChangePercentage: dayChangePercentage,
+            topSources: Array(topSources),
+            sparklineData: sparklineData
+        )
+    }
+}
+
+// MARK: - Small Widget View
+
+struct SmallWidgetView: View {
+    let entry: InvestmentWidgetEntry
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 8) {
+            Text("Portfolio")
+                .font(.caption)
+                .foregroundColor(.secondary)
+
+            Text(entry.totalValue.compactCurrencyString)
+                .font(.title2.weight(.bold))
+                .minimumScaleFactor(0.7)
+                .lineLimit(1)
+
+            Spacer()
+
+            HStack(spacing: 4) {
+                Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
+                    .font(.caption2)
+
+                Text(String(format: "%.1f%%", entry.dayChangePercentage))
+                    .font(.caption.weight(.medium))
+            }
+            .foregroundColor(entry.dayChange >= 0 ? .green : .red)
+        }
+        .padding()
+        .containerBackground(.background, for: .widget)
+    }
+}
+
+// MARK: - Medium Widget View
+
+struct MediumWidgetView: View {
+    let entry: InvestmentWidgetEntry
+
+    var body: some View {
+        HStack(spacing: 16) {
+            // Left side - Total value
+            VStack(alignment: .leading, spacing: 8) {
+                Text("Portfolio")
+                    .font(.caption)
+                    .foregroundColor(.secondary)
+
+                Text(entry.totalValue.compactCurrencyString)
+                    .font(.title.weight(.bold))
+                    .minimumScaleFactor(0.7)
+                    .lineLimit(1)
+
+                HStack(spacing: 4) {
+                    Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
+                        .font(.caption2)
+
+                    Text(entry.dayChange.compactCurrencyString)
+                        .font(.caption.weight(.medium))
+
+                    Text("(\(String(format: "%.1f%%", entry.dayChangePercentage)))")
+                        .font(.caption)
+                        .foregroundColor(.secondary)
+                }
+                .foregroundColor(entry.dayChange >= 0 ? .green : .red)
+            }
+
+            Spacer()
+
+            // Right side - Top sources
+            VStack(alignment: .trailing, spacing: 6) {
+                ForEach(entry.topSources, id: \.name) { source in
+                    HStack(spacing: 6) {
+                        Text(source.name)
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                            .lineLimit(1)
+
+                        Text(source.value.shortCurrencyString)
+                            .font(.caption.weight(.medium))
+                    }
+                }
+            }
+        }
+        .padding()
+        .containerBackground(.background, for: .widget)
+    }
+}
+
+// MARK: - Accessory Circular View (Lock Screen)
+
+struct AccessoryCircularView: View {
+    let entry: InvestmentWidgetEntry
+
+    var body: some View {
+        ZStack {
+            AccessoryWidgetBackground()
+
+            VStack(spacing: 2) {
+                Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
+                    .font(.caption)
+
+                Text(String(format: "%.1f%%", entry.dayChangePercentage))
+                    .font(.caption2.weight(.semibold))
+            }
+        }
+        .containerBackground(.background, for: .widget)
+    }
+}
+
+// MARK: - Accessory Rectangular View (Lock Screen)
+
+struct AccessoryRectangularView: View {
+    let entry: InvestmentWidgetEntry
+
+    var body: some View {
+        VStack(alignment: .leading, spacing: 2) {
+            Text("Portfolio")
+                .font(.caption2)
+                .foregroundColor(.secondary)
+
+            Text(entry.totalValue.compactCurrencyString)
+                .font(.headline)
+
+            HStack(spacing: 4) {
+                Image(systemName: entry.dayChange >= 0 ? "arrow.up.right" : "arrow.down.right")
+                    .font(.caption2)
+
+                Text(String(format: "%.1f%%", entry.dayChangePercentage))
+                    .font(.caption2)
+            }
+            .foregroundColor(entry.dayChange >= 0 ? .green : .red)
+        }
+        .containerBackground(.background, for: .widget)
+    }
+}
+
+// MARK: - Widget Configuration
+
+struct InvestmentWidget: Widget {
+    let kind: String = "InvestmentWidget"
+
+    var body: some WidgetConfiguration {
+        StaticConfiguration(kind: kind, provider: InvestmentWidgetProvider()) { entry in
+            InvestmentWidgetEntryView(entry: entry)
+        }
+        .configurationDisplayName("Portfolio Value")
+        .description("View your total investment portfolio value.")
+        .supportedFamilies([
+            .systemSmall,
+            .systemMedium,
+            .accessoryCircular,
+            .accessoryRectangular
+        ])
+    }
+}
+
+// MARK: - Widget Entry View
+
+struct InvestmentWidgetEntryView: View {
+    @Environment(\.widgetFamily) var family
+    let entry: InvestmentWidgetEntry
+
+    var body: some View {
+        switch family {
+        case .systemSmall:
+            SmallWidgetView(entry: entry)
+        case .systemMedium:
+            MediumWidgetView(entry: entry)
+        case .accessoryCircular:
+            AccessoryCircularView(entry: entry)
+        case .accessoryRectangular:
+            AccessoryRectangularView(entry: entry)
+        default:
+            SmallWidgetView(entry: entry)
+        }
+    }
+}
+
+// MARK: - Widget Bundle
+
+@main
+struct InvestmentTrackerWidgetBundle: WidgetBundle {
+    var body: some Widget {
+        InvestmentWidget()
+    }
+}
+
+// MARK: - Previews
+
+#Preview("Small", as: .systemSmall) {
+    InvestmentWidget()
+} timeline: {
+    InvestmentWidgetEntry(
+        date: Date(),
+        totalValue: 50000,
+        dayChange: 250,
+        dayChangePercentage: 0.5,
+        topSources: [],
+        sparklineData: []
+    )
+}
+
+#Preview("Medium", as: .systemMedium) {
+    InvestmentWidget()
+} timeline: {
+    InvestmentWidgetEntry(
+        date: Date(),
+        totalValue: 50000,
+        dayChange: 250,
+        dayChangePercentage: 0.5,
+        topSources: [
+            ("Stocks", 30000, "#10B981"),
+            ("Bonds", 15000, "#3B82F6"),
+            ("Real Estate", 5000, "#F59E0B")
+        ],
+        sparklineData: []
+    )
+}

InvestmentTrackerWidgetExtension.entitlements

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
+<plist version="1.0">
+<dict>
+	<key>aps-environment</key>
+	<string>development</string>
+	<key>com.apple.developer.icloud-container-identifiers</key>
+	<array/>
+	<key>com.apple.security.application-groups</key>
+	<array/>
+</dict>
+</plist>