@mx-cartographer/experiences 8.0.0-alpha.bb2 → 8.0.0-alpha.bb4

package/dist/investments/index.es.js

@@ -1,46 +1,45 @@
 import { jsxs as o, jsx as e, Fragment as ae } from "react/jsx-runtime";
-import B, { useState as O } from "react";
-import { observer as P } from "mobx-react-lite";
+import A, { useState as O } from "react";
+import { observer as $ } from "mobx-react-lite";
 import _ from "@mui/material/Stack";
 import Ee from "@mui/material/Tab";
 import Ge from "@mui/material/Tabs";
-import { C as ge } from "../ConnectionsDrawer-ByGQE7D5.mjs";
+import { C as ge } from "../ConnectionsDrawer-Dsc04-4Z.mjs";
 import pe from "@mui/material/useMediaQuery";
 import Me from "@mui/material/Box";
 import Ne from "@mui/material/Collapse";
-import K from "@mui/material/Divider";
-import ee from "@mui/material/List";
-import te from "@mui/material/ListItem";
-import He from "@mui/material/ListItemButton";
+import Y from "@mui/material/Divider";
+import te from "@mui/material/List";
+import ne from "@mui/material/ListItem";
+import Ue from "@mui/material/ListItemButton";
 import xe from "@mui/material/ToggleButton";
 import ye from "@mui/material/ToggleButtonGroup";
-import { Text as r, H1 as fe, P as ve, InstitutionLogo as ne } from "@mxenabled/mxui";
-import Ue from "@mui/material/Button";
-import { u as E, g as be, t as H, b as Q, d as se } from "../hooks-D6XlXHf4.mjs";
-import { A as z, W as je } from "../WidgetContainer-BHWANqT4.mjs";
-import { a as ze, f as oe } from "../NumberFormatting-Buh7u8Oi.mjs";
-import { u as U } from "../useScreenSize-B6JyS_Lj.mjs";
-import le from "@mui/material/styles/useTheme";
-import { Icon as k } from "@mxenabled/mx-icons";
-import { D as Oe } from "../Donut-oaQFlbit.mjs";
-import { useTheme as Ve } from "@mui/material/styles";
+import { Text as i, H1 as fe, P as ve, InstitutionLogo as oe } from "@mxenabled/mxui";
+import He from "@mui/material/Button";
+import { u as M, g as be, t as U, b as J, d as le, n as je } from "../hooks-C41HAxM5.mjs";
+import { A as z, W as ze } from "../WidgetContainer-CDh9fjpR.mjs";
+import { a as Oe, f as ie } from "../NumberFormatting-DjTD0t3W.mjs";
+import { u as H } from "../useScreenSize-B5afALev.mjs";
+import { useTheme as X } from "@mui/material/styles";
+import { Icon as B } from "@mxenabled/mx-icons";
+import { D as Ve } from "../Donut-Dmy3JTWd.mjs";
 import { f as Re, A as V } from "../InvestmentUtil-jOyOgzIB.mjs";
-import Pe from "@mui/material/ListItemText";
+import $e from "@mui/material/ListItemText";
 import ce from "@mui/material/IconButton";
-import Xe from "@mui/material/Tooltip";
+import Pe from "@mui/material/Tooltip";
 import _e from "@mui/material/Accordion";
 import we from "@mui/material/AccordionDetails";
 import Ce from "@mui/material/AccordionSummary";
-import ie from "@mui/material/Paper";
-import p from "@mui/system/Stack";
-import Se from "@mui/material/TextField";
-import { D as $e } from "../Drawer-kEE73B87.mjs";
-import { DataGridPro as qe } from "@mui/x-data-grid-pro";
-import { Stack as Ke } from "@mui/material";
-import { L as De } from "../Loader-DUaFpDGv.mjs";
-import { E as Ye } from "../EmptyState-DA_lfRBv.mjs";
+import re from "@mui/material/Paper";
+import x from "@mui/system/Stack";
+import De from "@mui/material/TextField";
+import { D as qe } from "../Drawer-BF40nbsH.mjs";
+import { DataGridPro as Ke } from "@mui/x-data-grid-pro";
+import { Stack as Ye } from "@mui/material";
+import { L as Se } from "../Loader-Ckqi9Rx6.mjs";
+import { E as Qe } from "../EmptyState-DoxNUae-.mjs";
 const de = ({ sx: t = {} }) => {
-  const { investments: h } = E(), { onEvent: c } = be(), { setShowConnectionsWidget: u } = H();
+  const { investments: g } = M(), { onEvent: c } = be(), { setShowConnectionsWidget: u } = U();
   return /* @__PURE__ */ o(_, { sx: { alignItems: "center", gap: 24, height: 164, p: 24, width: "100%", ...t }, children: [
     /* @__PURE__ */ o(
       _,
@@ -53,35 +52,35 @@ const de = ({ sx: t = {} }) => {
           textAlign: "center"
         },
         children: [
-          /* @__PURE__ */ e(r, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "Body", children: h.overview.investment_accounts_footer }),
+          /* @__PURE__ */ e(i, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "body1", children: g.overview.investment_accounts_footer }),
           /* @__PURE__ */ e(
-            r,
+            i,
             {
               sx: {
                 color: "text.secondary",
                 whiteSpace: "normal",
                 fontWeight: 400
               },
-              variant: "ParagraphSmall",
-              children: h.overview.connect_more_accounts_description
+              variant: "subtitle2",
+              children: g.overview.connect_more_accounts_description
             }
           )
         ]
       }
     ),
     /* @__PURE__ */ e(
-      Ue,
+      He,
       {
         onClick: () => {
           u(!0), c(z.ACCOUNTS_CLICK_CONNECT);
         },
         sx: { fontWeight: 600 },
         variant: "outlined",
-        children: h.overview.connect_accounts
+        children: g.overview.connect_accounts
       }
     )
   ] });
-}, Qe = {
+}, Je = {
   allocations_cash: "#AEDCCC",
   allocations_convertible: "#80CAD0",
   allocations_foreign_bond: "#51B9D4",
@@ -91,7 +90,7 @@ const de = ({ sx: t = {} }) => {
   allocations_unknown: "#161D6A",
   allocations_us_bond: "#254995",
   allocations_us_stock: "#1E2D84"
-}, Je = [
+}, Xe = [
   {
     name: "allocations_cash"
   },
@@ -119,124 +118,124 @@ const de = ({ sx: t = {} }) => {
   {
     name: "allocations_unknown"
   }
-], Ze = (t, h, c) => {
-  const u = h, x = c;
-  return t >= Math.min(u, x) && t < Math.max(u, x);
-}, et = (t, h, c) => {
+], Ze = (t, g, c) => {
+  const u = g, v = c;
+  return t >= Math.min(u, v) && t < Math.max(u, v);
+}, et = (t, g, c) => {
   const u = [
-    ...new Set(t.map((d) => d.name.toLowerCase()))
+    ...new Set(t.map((m) => m.name.toLowerCase()))
   ];
-  let x;
-  return u.map((d) => {
-    const l = t.reduce((m, y) => {
-      const b = y.name;
-      return b.toLowerCase() === d ? (x = b, Y(y) * y[h] / 100 + m) : m;
+  let v;
+  return u.map((m) => {
+    const a = t.reduce((y, d) => {
+      const b = d.name;
+      return b.toLowerCase() === m ? (v = b, Q(d) * d[g] / 100 + y) : y;
     }, 0);
     return {
-      displayName: x,
-      name: x,
-      value: l,
-      percentage: l / c
+      displayName: v,
+      name: v,
+      value: a,
+      percentage: a / c
     };
   });
-}, Y = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, tt = (t, h, c) => {
-  const u = Object.values(h.allocations_list), x = [];
-  let v = 0;
-  const d = t.map(({ guid: n }) => n), l = c.filter(({ account_guid: n }) => d.includes(n)).map((n) => ({
+}, Q = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, tt = (t, g, c) => {
+  const u = Object.values(g.allocations_list), v = [];
+  let f = 0;
+  const m = t.map(({ guid: n }) => n), a = c.filter(({ account_guid: n }) => m.includes(n)).map((n) => ({
     ...n,
     name: n.symbol || n.description,
-    gainLoss: n.cost_basis || n.cost_basis === 0 ? Y(n) - n.cost_basis : 0
-  })), { cashBalance: m, totalAccountBalance: y } = t.reduce(
-    (n, g) => ({
-      cashBalance: n.cashBalance + (g.cash_balance || 0),
-      totalAccountBalance: n.totalAccountBalance + (g.balance || 0)
+    gainLoss: n.cost_basis || n.cost_basis === 0 ? Q(n) - n.cost_basis : 0
+  })), { cashBalance: y, totalAccountBalance: d } = t.reduce(
+    (n, p) => ({
+      cashBalance: n.cashBalance + (p.cash_balance || 0),
+      totalAccountBalance: n.totalAccountBalance + (p.balance || 0)
     }),
     { cashBalance: 0, totalAccountBalance: 0 }
-  ), { marketValue: b, totalGainLoss: s } = l.reduce(
-    (n, g) => ({
-      marketValue: n.marketValue + Y(g),
-      totalGainLoss: n.totalGainLoss + g.gainLoss
+  ), { marketValue: b, totalGainLoss: l } = a.reduce(
+    (n, p) => ({
+      marketValue: n.marketValue + Q(p),
+      totalGainLoss: n.totalGainLoss + p.gainLoss
     }),
     { marketValue: 0, totalGainLoss: 0 }
-  ), f = b + m;
-  Je.forEach((n, g) => {
-    const C = l.filter(
-      (W) => !!W[n.name]
+  ), h = b + y;
+  Xe.forEach((n, p) => {
+    const C = a.filter(
+      (I) => !!I[n.name]
     );
-    let S = C.reduce(
-      (W, A) => W + Y(A) * A[n.name] / 100,
+    let D = C.reduce(
+      (I, W) => I + Q(W) * W[n.name] / 100,
       0
     );
-    const L = et(
+    const k = et(
       C,
       n.name,
-      S
+      D
     );
-    if (n.name === "allocations_cash" && m > 0) {
-      S += m;
-      const W = {
-        displayName: h.cash_balance_display_name,
+    if (n.name === "allocations_cash" && y > 0) {
+      D += y;
+      const I = {
+        displayName: g.cash_balance_display_name,
         name: "allocations_name",
-        value: m,
-        percentage: m / f
+        value: y,
+        percentage: y / h
       };
-      L.push(W);
+      k.push(I);
     }
-    S > 0 && (x.push({
+    D > 0 && (v.push({
       name: n.name,
-      displayName: u[g],
-      guid: `${n.name}-${g}`,
-      holdings: L,
-      percentage: S / f,
-      value: S,
-      color: Qe[n.name]
-    }), v += S);
+      displayName: u[p],
+      guid: `${n.name}-${p}`,
+      holdings: k,
+      percentage: D / h,
+      value: D,
+      color: Je[n.name]
+    }), f += D);
   });
-  const i = x.map(
-    ({ displayName: n, guid: g, color: C, value: S }) => ({
-      id: g,
+  const r = v.map(
+    ({ displayName: n, guid: p, color: C, value: D }) => ({
+      id: p,
       color: C,
       label: n,
-      value: S / v * 100
+      value: D / f * 100
     })
   );
   return {
-    investmentsData: x,
-    donutData: i,
-    totalAmount: v,
-    totalGainLoss: s,
-    totalMarketValue: f,
-    totalGainLossPercentage: s / y
+    investmentsData: v,
+    donutData: r,
+    totalAmount: f,
+    totalGainLoss: l,
+    totalMarketValue: h,
+    totalGainLossPercentage: l / d
   };
-}, re = (t) => t < 1e-3 ? "< 0.1%" : ze(t), R = (t) => t === 0 ? oe(t, "0,0.00") : Ze(t, -0.01, 0.01) ? "< $0.01" : oe(t, "0,0.00"), nt = ({
+}, se = (t) => t < 1e-3 ? "< 0.1%" : Oe(t), R = (t) => t === 0 ? ie(t, "0,0.00") : Ze(t, -0.01, 0.01) ? "< $0.01" : ie(t, "0,0.00"), nt = ({
   data: t,
-  onSelected: h,
+  onSelected: g,
   selectedId: c,
   selectedTabs: u,
-  setSelectedTabs: x
+  setSelectedTabs: v
 }) => {
-  const v = (s, f) => {
-    f !== null && x(f);
-  }, { isMobile: d } = U(), {
-    investments: { allocation: l }
-  } = E(), m = [
-    { label: l.tabs_label_dollar, value: 0 },
-    { label: l.tabs_label_percent, value: 1 }
-  ], y = !t?.investmentsData.length, { isSmallMobile: b } = U();
-  return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: d ? 250 : 412 }, children: [
+  const f = (l, h) => {
+    h !== null && v(h);
+  }, { isMobile: m } = H(), {
+    investments: { allocation: a }
+  } = M(), y = [
+    { label: a.tabs_label_dollar, value: 0 },
+    { label: a.tabs_label_percent, value: 1 }
+  ], d = !t?.investmentsData.length, { isSmallMobile: b } = H();
+  return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: m ? 250 : 412 }, children: [
     /* @__PURE__ */ e(
       ye,
       {
         exclusive: !0,
         fullWidth: !0,
-        onChange: v,
-        value: y ? -1 : u,
-        children: m.map(({ label: s, value: f }) => /* @__PURE__ */ e(xe, { color: "primary", value: f, children: /* @__PURE__ */ e(r, { bold: !0, textTransform: "capitalize", variant: "Body", children: s }) }, s))
+        onChange: f,
+        value: d ? -1 : u,
+        children: y.map(({ label: l, value: h }) => /* @__PURE__ */ e(xe, { color: "primary", value: h, children: /* @__PURE__ */ e(i, { bold: !0, textTransform: "capitalize", variant: "body1", children: l }) }, l))
       }
     ),
-    /* @__PURE__ */ e(ee, { sx: { px: 12 }, children: t.investmentsData.map((s) => /* @__PURE__ */ o(B.Fragment, { children: [
+    /* @__PURE__ */ e(te, { sx: { px: 12 }, children: t.investmentsData.map((l) => /* @__PURE__ */ o(A.Fragment, { children: [
       /* @__PURE__ */ e(
-        te,
+        ne,
         {
           disableGutters: !0,
           disablePadding: !0,
@@ -244,10 +243,10 @@ const de = ({ sx: t = {} }) => {
             minHeight: 44
           },
           children: /* @__PURE__ */ o(
-            He,
+            Ue,
             {
-              "aria-expanded": c === s.guid,
-              onClick: () => h(s.guid),
+              "aria-expanded": c === l.guid,
+              onClick: () => g(l.guid),
               sx: { minHeight: 44, px: 12, py: 0 },
               children: [
                 /* @__PURE__ */ e(
@@ -256,7 +255,7 @@ const de = ({ sx: t = {} }) => {
                     borderRadius: 4,
                     flexShrink: 0,
                     height: 8,
-                    sx: { backgroundColor: s.color, mr: 8 },
+                    sx: { backgroundColor: l.color, mr: 8 },
                     width: 8
                   }
                 ),
@@ -268,8 +267,8 @@ const de = ({ sx: t = {} }) => {
                     justifyContent: "space-between",
                     width: "100%",
                     children: [
-                      /* @__PURE__ */ e(r, { bold: c === s.guid, children: s.displayName }),
-                      /* @__PURE__ */ e(r, { bold: c === s.guid, variant: "Body", children: u === 0 ? R(s.value) : re(s.percentage) })
+                      /* @__PURE__ */ e(i, { bold: c === l.guid, children: l.displayName }),
+                      /* @__PURE__ */ e(i, { bold: c === l.guid, variant: "body1", children: u === 0 ? R(l.value) : se(l.percentage) })
                     ]
                   }
                 )
@@ -278,10 +277,10 @@ const de = ({ sx: t = {} }) => {
           )
         }
       ),
-      /* @__PURE__ */ e(K, {}),
-      s.holdings && s.holdings.length > 0 && /* @__PURE__ */ e(Ne, { in: c === s.guid, unmountOnExit: !0, children: /* @__PURE__ */ o(ee, { children: [
-        s?.holdings?.map((f) => /* @__PURE__ */ e(
-          te,
+      /* @__PURE__ */ e(Y, {}),
+      l.holdings && l.holdings.length > 0 && /* @__PURE__ */ e(Ne, { in: c === l.guid, unmountOnExit: !0, children: /* @__PURE__ */ o(te, { children: [
+        l?.holdings?.map((h) => /* @__PURE__ */ e(
+          ne,
           {
             sx: {
               pl: 24,
@@ -289,21 +288,21 @@ const de = ({ sx: t = {} }) => {
               py: 0
             },
             children: /* @__PURE__ */ o(_, { direction: "row", justifyContent: "space-between", width: "100%", children: [
-              /* @__PURE__ */ o(r, { children: [
-                f.displayName,
+              /* @__PURE__ */ o(i, { children: [
+                h.displayName,
                 " "
               ] }),
-              /* @__PURE__ */ e(r, { children: u === 0 ? R(f.value) : re(f.percentage) })
+              /* @__PURE__ */ e(i, { children: u === 0 ? R(h.value) : se(h.percentage) })
             ] })
           },
-          f.displayName
+          h.displayName
         )),
-        /* @__PURE__ */ e(K, {})
+        /* @__PURE__ */ e(Y, {})
       ] }) })
-    ] }, s.guid)) }),
-    y ? /* @__PURE__ */ o(ae, { children: [
-      /* @__PURE__ */ e(r, { sx: { color: "secondary.main", p: 8, textAlign: "center" }, children: l.empty_data }),
-      /* @__PURE__ */ e(K, { sx: { borderColor: "border.light" } }),
+    ] }, l.guid)) }),
+    d ? /* @__PURE__ */ o(ae, { children: [
+      /* @__PURE__ */ e(i, { sx: { color: "secondary.main", p: 8, textAlign: "center" }, children: a.empty_data }),
+      /* @__PURE__ */ e(Y, { sx: { borderColor: "neutral.light" } }),
       /* @__PURE__ */ e(
         de,
         {
@@ -312,55 +311,55 @@ const de = ({ sx: t = {} }) => {
           }
         }
       )
-    ] }) : u === 0 && /* @__PURE__ */ e(r, { bold: !0, sx: { textAlign: "right", pr: 24 }, children: `${l.total_label_text} ${R(t.totalAmount)}` })
+    ] }) : u === 0 && /* @__PURE__ */ e(i, { bold: !0, sx: { textAlign: "right", pr: 24 }, children: `${a.total_label_text} ${R(t.totalAmount)}` })
   ] });
 }, ot = ({
   data: t,
-  hoveredId: h,
+  hoveredId: g,
   isPercentage: c,
   onMouseEnter: u,
-  onMouseLeave: x,
-  onSelected: v,
-  selectedId: d,
-  size: l = 150,
-  totalLabel: m
+  onMouseLeave: v,
+  onSelected: f,
+  selectedId: m,
+  size: a = 150,
+  totalLabel: y
 }) => {
-  const y = le(), b = y.palette.mode === "dark", s = B.useMemo(
-    () => d ? t.investmentsData.find(({ guid: L }) => L === d) : void 0,
-    [d]
+  const d = X(), b = d.palette.mode === "dark", l = A.useMemo(
+    () => m ? t.investmentsData.find(({ guid: k }) => k === m) : void 0,
+    [m]
   ), {
-    investments: { allocation: f }
-  } = E(), i = B.useMemo(() => t.donutData.length > 0 ? t.donutData : [{ id: "0", color: y.palette.border.light, value: 100 }], [t, y]), n = b ? "#0AC295" : "#09A57F", g = b ? "grey.300" : "grey.700", C = () => s ? f.pie_chart_centered_click_for_details : c ? re(t.totalGainLossPercentage) : R(t.totalGainLoss), S = t.totalGainLoss >= 0 ? n : g;
+    investments: { allocation: h }
+  } = M(), r = A.useMemo(() => t.donutData.length > 0 ? t.donutData : [{ id: "0", color: d.palette.neutral.light, value: 100 }], [t, d]), n = b ? "#0AC295" : "#09A57F", p = b ? "grey.300" : "grey.700", C = () => l ? h.pie_chart_centered_click_for_details : c ? se(t.totalGainLossPercentage) : R(t.totalGainLoss), D = t.totalGainLoss >= 0 ? n : p;
   return /* @__PURE__ */ e(
-    Oe,
+    Ve,
     {
-      data: i,
-      hoveredId: h,
-      onClick: v,
+      data: r,
+      hoveredId: g,
+      onClick: f,
       onMouseEnter: u,
-      onMouseLeave: x,
-      selectedId: d,
-      size: l,
-      children: /* @__PURE__ */ e(_, { alignItems: "center", height: "100%", justifyContent: "center", width: "100%", children: /* @__PURE__ */ e(_, { alignItems: "center", justifyContent: "center", minHeight: l, minWidth: l, children: /* @__PURE__ */ o(_, { alignItems: "center", sx: { gap: { xs: 4, xl: 8 }, mb: { xs: 4, xl: 8 } }, children: [
-        /* @__PURE__ */ e(r, { color: "text.secondary", noWrap: !0, children: s?.displayName ?? m }),
-        /* @__PURE__ */ e(fe, { color: "text.primary", children: R(s?.value ?? t.totalMarketValue) }),
+      onMouseLeave: v,
+      selectedId: m,
+      size: a,
+      children: /* @__PURE__ */ e(_, { alignItems: "center", height: "100%", justifyContent: "center", width: "100%", children: /* @__PURE__ */ e(_, { alignItems: "center", justifyContent: "center", minHeight: a, minWidth: a, children: /* @__PURE__ */ o(_, { alignItems: "center", sx: { gap: { xs: 4, xl: 8 }, mb: { xs: 4, xl: 8 } }, children: [
+        /* @__PURE__ */ e(i, { color: "text.secondary", noWrap: !0, children: l?.displayName ?? y }),
+        /* @__PURE__ */ e(fe, { color: "text.primary", children: R(l?.value ?? t.totalMarketValue) }),
         /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-          !s && /* @__PURE__ */ e(
-            k,
+          !l && /* @__PURE__ */ e(
+            B,
             {
               name: t.totalGainLoss >= 0 ? "trending_up" : "trending_down",
               size: 20,
-              sx: { color: S }
+              sx: { color: D }
             }
           ),
           /* @__PURE__ */ e(
-            r,
+            i,
             {
               sx: {
-                color: S,
+                color: D,
                 fontWeight: 700
               },
-              variant: "Small",
+              variant: "body2",
               children: C()
             }
           )
@@ -369,20 +368,20 @@ const de = ({ sx: t = {} }) => {
     }
   );
 }, it = () => {
-  const [t, h] = B.useState(0), [c, u] = B.useState(""), [x, v] = B.useState(""), d = (n) => {
-    c !== n ? u(n) : (u(""), v(""));
-  }, { selectedAccountGuids: l } = Q(), { visibleHoldings: m } = H(), { visibleInvestmentAccounts: y } = se(), {
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     investments: { allocation: b }
-  } = E(), s = tt(
-    y.filter(({ guid: n }) => l.includes(n)),
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         /* @__PURE__ */ e(
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+}, rt = $(it), st = ({
   analysisDetails: t,
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   copy: c,
   setAnalysisType: u
 }) => {
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-    formattedKey: Re(l)
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+  const { isSmallMobile: v } = H(), f = A.useMemo(() => Object.keys(t).filter((a) => t[a] >= 1).map((a) => ({
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@@ -570,13 +569,13 @@ const de = ({ sx: t = {} }) => {
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-                                          children: i.costBasis ? `${(i.totalGainLoss / i.costBasis * 100).toFixed(2)}%` : "0.00%"
+                                          variant: "caption",
+                                          children: r.costBasis ? `${(r.totalGainLoss / r.costBasis * 100).toFixed(2)}%` : "0.00%"
                                         }
                                       ),
-                                      /* @__PURE__ */ e(r, { sx: { color: "grey.700" }, variant: "XSmall", children: "|" }),
+                                      /* @__PURE__ */ e(i, { sx: { color: "grey.700" }, variant: "caption", children: "|" }),
                                       /* @__PURE__ */ e(
-                                        r,
+                                        i,
                                         {
                                           sx: {
-                                            color: i.totalGainLoss <= 0 ? "grey.700" : "success.main",
-                                            fontWeight: i.totalGainLoss <= 0 ? 400 : 700
+                                            color: r.totalGainLoss <= 0 ? "grey.700" : "success.main",
+                                            fontWeight: r.totalGainLoss <= 0 ? 400 : 700
                                           },
-                                          variant: "XSmall",
-                                          children: Math.abs(i.totalGainLoss).toLocaleString("en-US", {
+                                          variant: "caption",
+                                          children: Math.abs(r.totalGainLoss).toLocaleString("en-US", {
                                             currency: "USD",
                                             maximumFractionDigits: 2,
                                             minimumFractionDigits: 2,
@@ -835,9 +834,9 @@ const de = ({ sx: t = {} }) => {
                                     ] })
                                   ] }),
                                   /* @__PURE__ */ e(
-                                    k,
+                                    B,
                                     {
-                                      name: b[i.id] ? "expand_less" : "expand_more",
+                                      name: b[r.id] ? "expand_less" : "expand_more",
                                       size: 20
                                     }
                                   )
@@ -851,7 +850,7 @@ const de = ({ sx: t = {} }) => {
                   }
                 ),
                 /* @__PURE__ */ e(we, { children: /* @__PURE__ */ o(
-                  p,
+                  x,
                   {
                     sx: {
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@@ -860,28 +859,28 @@ const de = ({ sx: t = {} }) => {
                       pl: 24
                     },
                     children: [
-                      /* @__PURE__ */ e(p, { sx: { width: 32 } }),
-                      /* @__PURE__ */ o(p, { sx: { flex: 1 }, children: [
+                      /* @__PURE__ */ e(x, { sx: { width: 32 } }),
+                      /* @__PURE__ */ o(x, { sx: { flex: 1 }, children: [
                         /* @__PURE__ */ o(
-                          p,
+                          x,
                           {
                             sx: {
                               alignItems: "center",
                               borderBottom: 1,
-                              borderColor: "border.main",
+                              borderColor: "neutral.main",
                               flexDirection: "row",
                               height: 48,
                               justifyContent: "space-between",
                               pr: 24
                             },
                             children: [
-                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Body", children: y.overview.quantity }),
-                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Small", children: i.qty })
+                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "body1", children: d.overview.quantity }),
+                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "body2", children: r.qty })
                             ]
                           }
                         ),
                         /* @__PURE__ */ o(
-                          p,
+                          x,
                           {
                             sx: {
                               alignItems: "center",
@@ -891,9 +890,9 @@ const de = ({ sx: t = {} }) => {
                               pr: 24
                             },
                             children: [
-                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Body", children: y.overview.cost_basis_header }),
+                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "body1", children: d.overview.cost_basis_header }),
                               /* @__PURE__ */ o(
-                                p,
+                                x,
                                 {
                                   direction: "row",
                                   sx: {
@@ -901,13 +900,13 @@ const de = ({ sx: t = {} }) => {
                                     gap: 4
                                   },
                                   children: [
-                                    g ? /* @__PURE__ */ e(
-                                      Se,
+                                    p ? /* @__PURE__ */ e(
+                                      De,
                                       {
                                         autoFocus: !0,
-                                        onBlur: () => u(i.id),
-                                        onChange: v,
-                                        onKeyDown: (C) => d(C, i.id),
+                                        onBlur: () => u(r.id),
+                                        onChange: f,
+                                        onKeyDown: (C) => m(C, r.id),
                                         size: "small",
                                         sx: {
                                           fontSize: 14,
@@ -922,9 +921,9 @@ const de = ({ sx: t = {} }) => {
                                             border: "none"
                                           }
                                         },
-                                        value: h
+                                        value: g
                                       }
-                                    ) : /* @__PURE__ */ e(r, { sx: { fontSize: 14, width: 58 }, variant: "Small", children: i.costBasis?.toLocaleString("en-US", {
+                                    ) : /* @__PURE__ */ e(i, { sx: { fontSize: 14, width: 58 }, variant: "body2", children: r.costBasis?.toLocaleString("en-US", {
                                       currency: "USD",
                                       maximumFractionDigits: 2,
                                       minimumFractionDigits: 2,
@@ -933,9 +932,9 @@ const de = ({ sx: t = {} }) => {
                                     /* @__PURE__ */ e(
                                       ce,
                                       {
-                                        onClick: () => x(i.id, i.costBasis),
+                                        onClick: () => v(r.id, r.costBasis),
                                         sx: { minWidth: 16, minHeight: 16 },
-                                        children: /* @__PURE__ */ e(k, { name: "stylus", size: 16, sx: { color: "grey.700" } })
+                                        children: /* @__PURE__ */ e(B, { name: "stylus", size: 16, sx: { color: "grey.700" } })
                                       }
                                     )
                                   ]
@@ -950,28 +949,28 @@ const de = ({ sx: t = {} }) => {
                 ) })
               ]
             },
-            i.id
+            r.id
           );
         })
       ]
     }
   );
-}, ut = P(mt), q = (t) => /* @__PURE__ */ o(Ke, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-  /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600, fontSize: 14 }, variant: "Small", children: t.colDef.headerName }),
-  /* @__PURE__ */ e(k, { name: "expand_all", size: 12 })
+}, ut = $(mt), K = (t) => /* @__PURE__ */ o(Ye, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
+  /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600, fontSize: 14 }, variant: "body2", children: t.colDef.headerName }),
+  /* @__PURE__ */ e(B, { name: "expand_all", size: 12 })
 ] }), ht = ({
   data: t,
-  editingHoldingId: h,
+  editingHoldingId: g,
   currentEditedCostBasis: c,
   handleCostBasisClick: u,
-  handleCostBasisChange: x,
-  handleCostBasisKeyDown: v,
-  handleCostBasisBlur: d
+  handleCostBasisChange: v,
+  handleCostBasisKeyDown: f,
+  handleCostBasisBlur: m
 }) => {
-  const { investments: l } = E(), y = le().palette.mode === "dark", b = "success.main", s = y ? "grey.300" : "grey.700", f = (n, g = "lesserThan") => g === "greaterThan" ? n >= 0 ? b : s : n <= 0 ? s : b, i = [
+  const { investments: a } = M(), d = X().palette.mode === "dark", b = "success.main", l = d ? "grey.300" : "grey.700", h = (n, p = "lesserThan") => p === "greaterThan" ? n >= 0 ? b : l : n <= 0 ? l : b, r = [
     {
       field: "qty",
-      headerName: l.overview.qty_header,
+      headerName: a.overview.qty_header,
       sortable: !1,
       width: 48,
       align: "center",
@@ -979,29 +978,29 @@ const de = ({ sx: t = {} }) => {
     },
     {
       field: "holding",
-      headerName: l.overview.holding_header,
+      headerName: a.overview.holding_header,
       flex: 1,
-      renderHeader: q,
+      renderHeader: K,
       renderCell: (n) => /* @__PURE__ */ e(_, { sx: { alignItems: "center", gap: 16, flexDirection: "row" }, children: /* @__PURE__ */ o(_, { children: [
-        /* @__PURE__ */ e(r, { sx: { fontWeight: 700 }, children: n.row.holding }),
-        /* @__PURE__ */ e(r, { sx: { color: "text.secondary", fontWeight: 400 }, variant: "tiny", children: n.row.description })
+        /* @__PURE__ */ e(i, { sx: { fontWeight: 700 }, children: n.row.holding }),
+        /* @__PURE__ */ e(i, { sx: { color: "text.secondary", fontWeight: 400 }, variant: "tiny", children: n.row.description })
       ] }) })
     },
     {
       field: "costBasis",
-      headerName: l.overview.cost_basis_header,
+      headerName: a.overview.cost_basis_header,
       width: 132,
-      renderHeader: q,
+      renderHeader: K,
       renderCell: (n) => {
-        const g = h === n.row.id;
+        const p = g === n.row.id;
         return /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-          g ? /* @__PURE__ */ e(
-            Se,
+          p ? /* @__PURE__ */ e(
+            De,
             {
               autoFocus: !0,
-              onBlur: () => d(n.row.id),
-              onChange: x,
-              onKeyDown: (C) => v(C, n.row.id),
+              onBlur: () => m(n.row.id),
+              onChange: v,
+              onKeyDown: (C) => f(C, n.row.id),
               size: "small",
               sx: {
                 fontSize: 14,
@@ -1018,7 +1017,7 @@ const de = ({ sx: t = {} }) => {
               },
               value: c
             }
-          ) : /* @__PURE__ */ e(r, { sx: { fontSize: 14, width: 57 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
+          ) : /* @__PURE__ */ e(i, { sx: { fontSize: 14, width: 57 }, variant: "body2", children: n.value?.toLocaleString("en-US", {
             currency: "USD",
             maximumFractionDigits: 2,
             minimumFractionDigits: 2,
@@ -1029,7 +1028,7 @@ const de = ({ sx: t = {} }) => {
             {
               onClick: () => u(n.row.id, n.row.costBasis),
               sx: { minWidth: 12, minHeight: 12 },
-              children: /* @__PURE__ */ e(k, { name: "stylus", size: 12, sx: { color: "grey.700" } })
+              children: /* @__PURE__ */ e(B, { name: "stylus", size: 12, sx: { color: "grey.700" } })
             }
           )
         ] });
@@ -1039,44 +1038,44 @@ const de = ({ sx: t = {} }) => {
     },
     {
       field: "totalGainLoss",
-      headerName: l.overview.total_gain_loss_header,
+      headerName: a.overview.total_gain_loss_header,
       width: 196,
-      renderHeader: q,
+      renderHeader: K,
       renderCell: (n) => {
-        const g = n.row.costBasis, C = g ? n.row.totalGainLoss / g * 100 : 0;
+        const p = n.row.costBasis, C = p ? n.row.totalGainLoss / p * 100 : 0;
         return /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 2 }, children: [
           n.value !== 0 && /* @__PURE__ */ e(
-            k,
+            B,
             {
               name: n.value > 0 ? "trending_up" : "trending_down",
               size: 16,
               sx: {
-                color: f(n.value),
+                color: h(n.value),
                 mr: 1,
                 verticalAlign: "middle"
               }
             }
           ),
           /* @__PURE__ */ e(
-            r,
+            i,
             {
               sx: {
-                color: f(n.value),
+                color: h(n.value),
                 fontWeight: n.value > 0 ? 700 : 400
               },
-              variant: "Small",
-              children: g ? `${C.toFixed(2)}%` : "0.00%"
+              variant: "body2",
+              children: p ? `${C.toFixed(2)}%` : "0.00%"
             }
           ),
-          /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: "|" }),
           /* @__PURE__ */ e(
-            r,
+            i,
             {
               sx: {
-                color: f(n.value),
+                color: h(n.value),
                 fontWeight: n.value > 0 ? 700 : 400
               },
-              variant: "Small",
+              variant: "body2",
               children: Math.abs(n.value).toLocaleString("en-US", {
                 currency: "USD",
                 maximumFractionDigits: 2,
@@ -1093,10 +1092,10 @@ const de = ({ sx: t = {} }) => {
     },
     {
       field: "marketValue",
-      headerName: l.overview.market_value_header,
+      headerName: a.overview.market_value_header,
       width: 132,
-      renderHeader: q,
-      renderCell: (n) => /* @__PURE__ */ e(r, { sx: { fontWeight: 700 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
+      renderHeader: K,
+      renderCell: (n) => /* @__PURE__ */ e(i, { sx: { fontWeight: 700 }, variant: "body2", children: n.value?.toLocaleString("en-US", {
         currency: "USD",
         maximumFractionDigits: 2,
         minimumFractionDigits: 2,
@@ -1107,16 +1106,16 @@ const de = ({ sx: t = {} }) => {
     }
   ];
   return /* @__PURE__ */ e(
-    ie,
+    re,
     {
       sx: {
         boxShadow: "none",
         width: "100%"
       },
       children: /* @__PURE__ */ e(
-        qe,
+        Ke,
         {
-          columns: i,
+          columns: r,
           disableColumnFilter: !0,
           disableColumnMenu: !0,
           disableRowSelectionOnClick: !0,
@@ -1128,69 +1127,69 @@ const de = ({ sx: t = {} }) => {
     }
   );
 }, gt = () => {
-  const { isMobile: t } = U(), [h, c] = O({}), [u, x] = O(!1), { selectedAccountGuids: v } = Q(), { visibleHoldings: d, updateHoldings: l } = H(), [m, y] = B.useState(!1), [b, s] = O({
+  const { isMobile: t } = H(), [g, c] = O({}), [u, v] = O(!1), { selectedAccountGuids: f } = J(), { visibleHoldings: m, updateHoldings: a } = U(), [y, d] = A.useState(!1), [b, l] = O({
     accounts: [],
     holdings: []
-  }), { accounts: f, investments: i } = E(), { isCopyLoaded: n } = Q(), [g, C] = O(null), [S, L] = O(""), A = le().palette.mode === "dark", G = A ? "#0AC295" : "#09A57F", N = A ? "grey.300" : "grey.700", T = (a, w = "lesserThan") => w === "greaterThan" ? a >= 0 ? G : N : a <= 0 ? N : G, j = (a, w) => {
-    C(a), L(w.toFixed(2));
-  }, J = (a) => {
-    const w = a.target.value;
-    /^\d*\.?\d*$/.test(w) && L(w);
-  }, me = (a, w) => {
-    a.key === "Enter" ? Z(w) : a.key === "Escape" && C(null);
-  }, Z = (a) => {
-    const w = d.find(({ guid: F }) => F === a);
+  }), { accounts: h, investments: r } = M(), { isCopyLoaded: n } = J(), [p, C] = O(null), [D, k] = O(""), W = X().palette.mode === "dark", G = W ? "#0AC295" : "#09A57F", F = W ? "grey.300" : "grey.700", T = (s, w = "lesserThan") => w === "greaterThan" ? s >= 0 ? G : F : s <= 0 ? F : G, j = (s, w) => {
+    C(s), k(w.toFixed(2));
+  }, Z = (s) => {
+    const w = s.target.value;
+    /^\d*\.?\d*$/.test(w) && k(w);
+  }, me = (s, w) => {
+    s.key === "Enter" ? ee(w) : s.key === "Escape" && C(null);
+  }, ee = (s) => {
+    const w = m.find(({ guid: E }) => E === s);
     if (!w) return;
-    const M = Number(S);
-    if (l({ ...w, cost_basis: M }), t) {
-      const F = b.holdings.map(
-        (D) => D.id === a ? { ...D, costBasis: M } : D
+    const N = Number(D);
+    if (a({ ...w, cost_basis: N }), t) {
+      const E = b.holdings.map(
+        (S) => S.id === s ? { ...S, costBasis: N } : S
       );
-      s((D) => ({
-        ...D,
-        holdings: F
+      l((S) => ({
+        ...S,
+        holdings: E
       }));
     }
     C(null);
-  }, Le = (a) => (w, M) => {
-    c((F) => ({
-      ...F,
-      [a]: M
+  }, Le = (s) => (w, N) => {
+    c((E) => ({
+      ...E,
+      [s]: N
     }));
-  }, { visibleHoldings: ue } = H(), { visibleInvestmentAccounts: Ie } = se(), X = Ie.filter(
-    ({ guid: a }) => v.includes(a)
-  ), Ae = X.reduce((a, w) => a + (w.balance || 0), 0), Be = X.map(({ guid: a }) => a), $ = ue.filter(
-    ({ account_guid: a }) => Be.includes(a)
-  ).reduce((a, w) => {
-    const M = w.market_value ? w.market_value - (w.cost_basis || 0) : 0;
-    return a + M;
+  }, { visibleHoldings: ue } = U(), { visibleInvestmentAccounts: Ie } = le(), P = Ie.filter(
+    ({ guid: s }) => f.includes(s)
+  ), Ae = P.reduce((s, w) => s + (w.balance || 0), 0), ke = P.map(({ guid: s }) => s), q = ue.filter(
+    ({ account_guid: s }) => ke.includes(s)
+  ).reduce((s, w) => {
+    const N = w.market_value ? w.market_value - (w.cost_basis || 0) : 0;
+    return s + N;
   }, 0), Te = () => {
-    x(!1);
+    v(!1);
   };
-  return n ? /* @__PURE__ */ o(p, { sx: { alignItems: "center", gap: 48, pt: 48, width: "100%" }, children: [
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-      /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, children: i.overview.total_portfolio }),
+  return n ? /* @__PURE__ */ o(x, { sx: { alignItems: "center", gap: 48, pt: 48, width: "100%" }, children: [
+    !!P.length && /* @__PURE__ */ o(x, { sx: { alignItems: "center" }, children: [
+      /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, children: r.overview.total_portfolio }),
       /* @__PURE__ */ e(fe, { children: Ae.toLocaleString("en-US", {
         currency: "USD",
         maximumFractionDigits: 2,
         minimumFractionDigits: 2,
         style: "currency"
       }) }),
-      /* @__PURE__ */ o(p, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
+      /* @__PURE__ */ o(x, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
         /* @__PURE__ */ e(
-          k,
+          B,
           {
-            name: $ >= 0 ? "trending_up" : "trending_down",
+            name: q >= 0 ? "trending_up" : "trending_down",
             size: 20,
-            sx: { color: T($, "greaterThan") }
+            sx: { color: T(q, "greaterThan") }
           }
         ),
         /* @__PURE__ */ e(
-          r,
+          i,
           {
-            sx: { color: T($, "greaterThan"), fontWeight: 700 },
-            variant: "Small",
-            children: $.toLocaleString("en-US", {
+            sx: { color: T(q, "greaterThan"), fontWeight: 700 },
+            variant: "body2",
+            children: q.toLocaleString("en-US", {
               currency: "USD",
               maximumFractionDigits: 2,
               minimumFractionDigits: 2,
@@ -1200,27 +1199,27 @@ const de = ({ sx: t = {} }) => {
         )
       ] })
     ] }),
-    X.map((a) => {
-      const w = ue.filter((I) => I.account_guid === a.guid).map((I) => ({
-        id: I.guid,
-        qty: I.shares || 0,
-        holding: I.symbol || I.description || "Unknown",
-        costBasis: I.cost_basis || 0,
-        totalGainLoss: I.market_value ? I.market_value - (I.cost_basis || 0) : 0,
-        marketValue: I.market_value || 0,
-        description: I.description || ""
-      })), M = w.length > 0, F = a.balance, D = w.reduce(
-        (I, Fe) => Fe.totalGainLoss + I,
+    P.map((s) => {
+      const w = ue.filter((L) => L.account_guid === s.guid).map((L) => ({
+        id: L.guid,
+        qty: L.shares || 0,
+        holding: L.symbol || L.description || "Unknown",
+        costBasis: L.cost_basis || 0,
+        totalGainLoss: L.market_value ? L.market_value - (L.cost_basis || 0) : 0,
+        marketValue: L.market_value || 0,
+        description: L.description || ""
+      })), N = w.length > 0, E = s.balance, S = w.reduce(
+        (L, Fe) => Fe.totalGainLoss + L,
         0
-      ), he = F ? D / F * 100 : 0;
+      ), he = E ? S / E * 100 : 0;
       if (t)
         return /* @__PURE__ */ e(
-          ie,
+          re,
           {
             onClick: w.length ? () => {
-              x(!0), s({
+              v(!0), l({
                 holdings: w,
-                accounts: a
+                accounts: s
               });
             } : void 0,
             sx: {
@@ -1228,11 +1227,11 @@ const de = ({ sx: t = {} }) => {
               overflow: "hidden"
             },
             children: /* @__PURE__ */ o(
-              p,
+              x,
               {
                 sx: {
                   border: 1,
-                  borderColor: "border.main",
+                  borderColor: "divider",
                   borderRadius: "8px",
                   ml: 16,
                   mr: 16,
@@ -1241,12 +1240,12 @@ const de = ({ sx: t = {} }) => {
                 },
                 children: [
                   /* @__PURE__ */ o(
-                    p,
+                    x,
                     {
                       sx: {
                         alignItems: "center",
                         borderBottom: 1,
-                        borderColor: "border.main",
+                        borderColor: "divider",
                         flexDirection: "row",
                         pb: 14,
                         pl: 14,
@@ -1254,22 +1253,22 @@ const de = ({ sx: t = {} }) => {
                       },
                       children: [
                         /* @__PURE__ */ e(
-                          ne,
+                          oe,
                           {
-                            alt: a.institutionName || "",
-                            institutionGuid: a.institution_guid || "",
+                            alt: s.institutionName || "",
+                            institutionGuid: s.institution_guid || "",
                             size: 32
                           }
                         ),
-                        /* @__PURE__ */ o(p, { sx: { overflow: "hidden", pl: 13, pr: 13 }, children: [
-                          /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: a.memberName }),
-                          /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
+                        /* @__PURE__ */ o(x, { sx: { overflow: "hidden", pl: 13, pr: 13 }, children: [
+                          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: s.memberName }),
+                          /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "body1", children: s.user_name || s.name })
                         ] })
                       ]
                     }
                   ),
                   /* @__PURE__ */ o(
-                    p,
+                    x,
                     {
                       sx: {
                         alignItems: "center",
@@ -1280,12 +1279,12 @@ const de = ({ sx: t = {} }) => {
                       },
                       children: [
                         /* @__PURE__ */ o(
-                          p,
+                          x,
                           {
                             sx: {
                               alignItems: "center",
                               borderRight: 1,
-                              borderColor: "border.main",
+                              borderColor: "divider",
                               flex: 1,
                               justifyContent: "center",
                               pb: 14,
@@ -1294,9 +1293,9 @@ const de = ({ sx: t = {} }) => {
                               pt: 14
                             },
                             children: [
-                              /* @__PURE__ */ e(r, { sx: { color: "text.secondary", fontSize: 11 }, variant: "Small", children: i.overview.total_gain_Loss }),
+                              /* @__PURE__ */ e(i, { sx: { color: "text.secondary", fontSize: 11 }, variant: "body2", children: r.overview.total_gain_Loss }),
                               /* @__PURE__ */ o(
-                                p,
+                                x,
                                 {
                                   sx: {
                                     alignItems: "center",
@@ -1305,38 +1304,38 @@ const de = ({ sx: t = {} }) => {
                                     justifyContent: "flex-end"
                                   },
                                   children: [
-                                    D !== 0 && /* @__PURE__ */ e(
-                                      k,
+                                    S !== 0 && /* @__PURE__ */ e(
+                                      B,
                                       {
-                                        name: D > 0 ? "trending_up" : "trending_down",
+                                        name: S > 0 ? "trending_up" : "trending_down",
                                         size: 20,
-                                        sx: { color: T(D) }
+                                        sx: { color: T(S) }
                                       }
                                     ),
                                     /* @__PURE__ */ o(
-                                      r,
+                                      i,
                                       {
                                         sx: {
-                                          color: T(D),
+                                          color: T(S),
                                           fontWeight: 600
                                         },
-                                        variant: "Body",
+                                        variant: "body1",
                                         children: [
                                           he.toFixed(2),
                                           "%"
                                         ]
                                       }
                                     ),
-                                    /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+                                    /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: "|" }),
                                     /* @__PURE__ */ e(
-                                      r,
+                                      i,
                                       {
                                         sx: {
-                                          color: T(D),
+                                          color: T(S),
                                           fontWeight: 600
                                         },
-                                        variant: "Body",
-                                        children: Math.abs(D).toLocaleString("en-US", {
+                                        variant: "body1",
+                                        children: Math.abs(S).toLocaleString("en-US", {
                                           currency: "USD",
                                           maximumFractionDigits: 2,
                                           minimumFractionDigits: 2,
@@ -1351,7 +1350,7 @@ const de = ({ sx: t = {} }) => {
                           }
                         ),
                         /* @__PURE__ */ o(
-                          p,
+                          x,
                           {
                             sx: {
                               alignItems: "center",
@@ -1363,8 +1362,8 @@ const de = ({ sx: t = {} }) => {
                               pt: 14
                             },
                             children: [
-                              /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: i.overview.total_value }),
-                              /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: F?.toLocaleString("en-US", {
+                              /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: r.overview.total_value }),
+                              /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "body1", children: E?.toLocaleString("en-US", {
                                 currency: "USD",
                                 maximumFractionDigits: 2,
                                 minimumFractionDigits: 2,
@@ -1380,14 +1379,14 @@ const de = ({ sx: t = {} }) => {
               }
             )
           },
-          a.guid
+          s.guid
         );
-      const ke = A ? "grey.700" : "grey.400", We = w.length ? "text.primary" : ke;
+      const Be = W ? "grey.700" : "grey.400", We = w.length ? "text.primary" : Be;
       return /* @__PURE__ */ o(
         _e,
         {
-          expanded: h[a.guid] === !0,
-          onChange: M ? Le(a.guid) : () => {
+          expanded: g[s.guid] === !0,
+          onChange: N ? Le(s.guid) : () => {
           },
           sx: {
             border: 1,
@@ -1402,15 +1401,15 @@ const de = ({ sx: t = {} }) => {
                 "aria-controls": "panel1a-content",
                 id: "panel1a-header",
                 sx: [
-                  h[a.guid] && {
+                  g[s.guid] && {
                     borderBottom: 1,
-                    borderColor: "border.main",
+                    borderColor: "divider",
                     maxHeight: 88
                   }
                 ],
                 children: [
                   /* @__PURE__ */ o(
-                    p,
+                    x,
                     {
                       sx: {
                         alignItems: "center",
@@ -1420,27 +1419,27 @@ const de = ({ sx: t = {} }) => {
                         width: "100%"
                       },
                       children: [
-                        /* @__PURE__ */ e(k, { name: "expand_more", size: 20, sx: { color: We } }),
+                        /* @__PURE__ */ e(B, { name: "expand_more", size: 20, sx: { color: We } }),
                         /* @__PURE__ */ e(
-                          ne,
+                          oe,
                           {
-                            alt: a.institutionName || "",
-                            institutionGuid: a.institution_guid || "",
+                            alt: s.institutionName || "",
+                            institutionGuid: s.institution_guid || "",
                             size: 32
                           }
                         ),
-                        /* @__PURE__ */ o(p, { sx: { alignItems: "flex-start" }, children: [
-                          /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: a.memberName }),
-                          /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
+                        /* @__PURE__ */ o(x, { sx: { alignItems: "flex-start" }, children: [
+                          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: s.memberName }),
+                          /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "body1", children: s.user_name || s.name })
                         ] })
                       ]
                     }
                   ),
-                  /* @__PURE__ */ o(p, { sx: { flexDirection: "row" }, children: [
-                    /* @__PURE__ */ o(p, { sx: { alignItems: "flex-end", pb: 14, pl: 24, pr: 24, pt: 14 }, children: [
-                      /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: i.overview.total_gain_Loss }),
+                  /* @__PURE__ */ o(x, { sx: { flexDirection: "row" }, children: [
+                    /* @__PURE__ */ o(x, { sx: { alignItems: "flex-end", pb: 14, pl: 24, pr: 24, pt: 14 }, children: [
+                      /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: r.overview.total_gain_Loss }),
                       /* @__PURE__ */ o(
-                        p,
+                        x,
                         {
                           sx: {
                             alignItems: "center",
@@ -1449,38 +1448,38 @@ const de = ({ sx: t = {} }) => {
                             justifyContent: "flex-end"
                           },
                           children: [
-                            D !== 0 && /* @__PURE__ */ e(
-                              k,
+                            S !== 0 && /* @__PURE__ */ e(
+                              B,
                               {
-                                name: D >= 0 ? "trending_up" : "trending_down",
+                                name: S >= 0 ? "trending_up" : "trending_down",
                                 size: 20,
-                                sx: { color: T(D) }
+                                sx: { color: T(S) }
                               }
                             ),
                             /* @__PURE__ */ o(
-                              r,
+                              i,
                               {
                                 sx: {
-                                  color: T(D),
+                                  color: T(S),
                                   fontWeight: 600
                                 },
-                                variant: "Body",
+                                variant: "body1",
                                 children: [
                                   he.toFixed(2),
                                   "%"
                                 ]
                               }
                             ),
-                            /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+                            /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: "|" }),
                             /* @__PURE__ */ e(
-                              r,
+                              i,
                               {
                                 sx: {
-                                  color: T(D),
+                                  color: T(S),
                                   fontWeight: 600
                                 },
-                                variant: "Body",
-                                children: Math.abs(D).toLocaleString("en-US", {
+                                variant: "body1",
+                                children: Math.abs(S).toLocaleString("en-US", {
                                   currency: "USD",
                                   maximumFractionDigits: 2,
                                   minimumFractionDigits: 2,
@@ -1492,9 +1491,9 @@ const de = ({ sx: t = {} }) => {
                         }
                       )
                     ] }),
-                    /* @__PURE__ */ e(p, { sx: { alignItems: "flex-end", gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }, children: /* @__PURE__ */ o(p, { sx: { alignItems: "flex-end" }, children: [
-                      /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: i.overview.total_value }),
-                      /* @__PURE__ */ e(r, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: F?.toLocaleString("en-US", {
+                    /* @__PURE__ */ e(x, { sx: { alignItems: "flex-end", gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }, children: /* @__PURE__ */ o(x, { sx: { alignItems: "flex-end" }, children: [
+                      /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: r.overview.total_value }),
+                      /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "body1", children: E?.toLocaleString("en-US", {
                         currency: "USD",
                         maximumFractionDigits: 2,
                         minimumFractionDigits: 2,
@@ -1505,21 +1504,21 @@ const de = ({ sx: t = {} }) => {
                 ]
               }
             ),
-            /* @__PURE__ */ e(we, { sx: { bgcolor: "background.default", p: 12 }, children: /* @__PURE__ */ e(ie, { sx: { border: 1, borderColor: "border.light" }, children: /* @__PURE__ */ e(
+            /* @__PURE__ */ e(we, { sx: { bgcolor: "background.default", p: 12 }, children: /* @__PURE__ */ e(re, { sx: { border: 1, borderColor: "neutral.light" }, children: /* @__PURE__ */ e(
               ht,
               {
-                currentEditedCostBasis: S,
+                currentEditedCostBasis: D,
                 data: w,
-                editingHoldingId: g,
-                handleCostBasisBlur: Z,
-                handleCostBasisChange: J,
+                editingHoldingId: p,
+                handleCostBasisBlur: ee,
+                handleCostBasisChange: Z,
                 handleCostBasisClick: j,
                 handleCostBasisKeyDown: me
               }
             ) }) })
           ]
         },
-        a.guid
+        s.guid
       );
     }),
     /* @__PURE__ */ e(de, {}),
@@ -1527,10 +1526,10 @@ const de = ({ sx: t = {} }) => {
       ut,
       {
         accountHoldingsData: b,
-        currentEditedCostBasis: S,
-        editingHoldingId: g,
-        handleCostBasisBlur: Z,
-        handleCostBasisChange: J,
+        currentEditedCostBasis: D,
+        editingHoldingId: p,
+        handleCostBasisBlur: ee,
+        handleCostBasisChange: Z,
         handleCostBasisClick: j,
         handleCostBasisKeyDown: me,
         isOpen: u,
@@ -1540,69 +1539,71 @@ const de = ({ sx: t = {} }) => {
     /* @__PURE__ */ e(
       ge,
       {
-        onClose: () => y(!1),
-        showConnectionsWidget: m,
-        title: f.manage_connections
+        onClose: () => d(!1),
+        showConnectionsWidget: y,
+        title: h.manage_connections
       }
     )
-  ] }) : /* @__PURE__ */ e(De, {});
-}, pt = P(gt), xt = ({ title: t }) => /* @__PURE__ */ e(r, { bold: !0, variant: "Body", children: t }), an = P(({ onBackClick: t, sx: h }) => {
-  const { onEvent: c } = be(), { isMobile: u } = U(), { visibleInvestmentAccounts: x } = se(), {
-    visibleHoldings: v,
-    setShowConnectionsWidget: d,
-    showConnectionsWidget: l
-  } = H(), { investments: m, accounts: y } = E(), { isCopyLoaded: b, isInitialized: s, setSelectedAccounts: f } = Q(), [i, n] = B.useState(0), { loadHoldings: g } = H();
-  B.useEffect(() => {
-    f(x);
-  }, [x]), B.useEffect(() => {
-    s && g().finally();
-  }, [s]);
-  const C = () => {
+  ] }) : /* @__PURE__ */ e(Se, {});
+}, pt = $(gt), xt = ({ title: t }) => /* @__PURE__ */ e(i, { bold: !0, variant: "body1", children: t }), rn = $(({ onBackClick: t, sx: g }) => {
+  const { onEvent: c } = be(), { onLoad: u } = je(), { isMobile: v } = H(), { visibleInvestmentAccounts: f } = le(), {
+    visibleHoldings: m,
+    setShowConnectionsWidget: a,
+    showConnectionsWidget: y
+  } = U(), { investments: d, accounts: b } = M(), { isCopyLoaded: l, isInitialized: h, setSelectedAccounts: r } = J(), [n, p] = A.useState(0), { loadHoldings: C } = U();
+  A.useEffect(() => {
+    r(f);
+  }, [f]), A.useEffect(() => {
+    h && C().finally(() => {
+      u?.("InvestmentsWidget");
+    });
+  }, [h]);
+  const D = () => {
     c(z.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
   };
-  if (!b || !s) return /* @__PURE__ */ e(De, {});
-  const S = [
+  if (!l || !h) return /* @__PURE__ */ e(Se, {});
+  const k = [
     z.INVESTMENT_WIDGET_DETAILS_CLICK,
     z.INVESTMENT_WIDGET_ALLOCATION_CLICK,
     z.INVESTMENT_WIDGET_ANALYSIS_CLICK
-  ], L = x.length === 0 && v.length === 0, W = [
-    m.tab_overview_title,
-    m.tab_allocation_title,
-    m.tab_analysis_title
+  ], I = f.length === 0 && m.length === 0, W = [
+    d.tab_overview_title,
+    d.tab_allocation_title,
+    d.tab_analysis_title
   ];
   return /* @__PURE__ */ o(
-    je,
+    ze,
     {
-      accountOptions: x,
-      onAccountsFilterClick: C,
+      accountOptions: f,
+      onAccountsFilterClick: D,
       onBackClick: t,
-      sx: h,
-      title: m.title,
+      sx: g,
+      title: d.title,
       children: [
-        /* @__PURE__ */ o(_, { mx: u ? 0 : 48, my: 24, children: [
+        /* @__PURE__ */ o(_, { mx: v ? 0 : 48, my: 24, children: [
           /* @__PURE__ */ e(
             Ge,
             {
-              onChange: (A, G) => {
-                n(G), c(S[G]);
+              onChange: (G, F) => {
+                p(F), c(k[F]);
               },
               sx: { bgcolor: "background.paper" },
               textColor: "primary",
-              value: L ? -1 : i,
+              value: I ? -1 : n,
               variant: "fullWidth",
-              children: W.map((A) => /* @__PURE__ */ e(Ee, { disabled: L, label: /* @__PURE__ */ e(xt, { title: A }) }, A))
+              children: W.map((G) => /* @__PURE__ */ e(Ee, { disabled: I, label: /* @__PURE__ */ e(xt, { title: G }) }, G))
             }
           ),
-          L ? /* @__PURE__ */ e(
-            Ye,
+          I ? /* @__PURE__ */ e(
+            Qe,
             {
-              header: m.empty_state_header,
+              header: d.empty_state_header,
               icon: "bid_landscape",
               onClick: () => {
-                d(!0), c(z.ACCOUNTS_CLICK_CONNECT);
+                a(!0), c(z.ACCOUNTS_CLICK_CONNECT);
               },
-              primaryButton: m.overview.connect_accounts,
-              subText: m.empty_state_description,
+              primaryButton: d.overview.connect_accounts,
+              subText: d.empty_state_description,
               sx: {
                 width: { sm: 432 },
                 ".buttons-footer": {
@@ -1616,17 +1617,17 @@ const de = ({ sx: t = {} }) => {
               }
             }
           ) : /* @__PURE__ */ o(ae, { children: [
-            i === 0 && /* @__PURE__ */ e(pt, {}),
-            i === 1 && /* @__PURE__ */ e(rt, {}),
-            i === 2 && /* @__PURE__ */ e(dt, {})
+            n === 0 && /* @__PURE__ */ e(pt, {}),
+            n === 1 && /* @__PURE__ */ e(rt, {}),
+            n === 2 && /* @__PURE__ */ e(dt, {})
           ] })
         ] }),
         /* @__PURE__ */ e(
           ge,
           {
-            onClose: () => d(!1),
-            showConnectionsWidget: l,
-            title: y.manage_connections
+            onClose: () => a(!1),
+            showConnectionsWidget: y,
+            title: b.manage_connections
           }
         )
       ]
@@ -1634,5 +1635,5 @@ const de = ({ sx: t = {} }) => {
   );
 });
 export {
-  an as InvestmentsWidget
+  rn as InvestmentsWidget
 };