@mx-cartographer/experiences 8.0.0-alpha.sms2 → 9.0.0-alpha.mega1

package/dist/investments/index.es.js

@@ -1,46 +1,48 @@
-import { jsxs as o, jsx as e, Fragment as ae } from "react/jsx-runtime";
+import { jsxs as o, jsx as e, Fragment as se } from "react/jsx-runtime";
 import A, { useState as O } from "react";
 import { observer as P } 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-CSo6AFkG.mjs";
-import pe from "@mui/material/useMediaQuery";
-import Me from "@mui/material/Box";
-import Ne from "@mui/material/Collapse";
+import Fe from "@mui/material/Tab";
+import Ee from "@mui/material/Tabs";
+import { C as pe } from "../ConnectionsDrawer-BExzgE16.mjs";
+import xe from "@mui/material/useMediaQuery";
+import Ne from "@mui/material/Box";
+import Me 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 xe from "@mui/material/ToggleButton";
-import ye from "@mui/material/ToggleButtonGroup";
-import { Text as i, H1 as fe, P as ve, InstitutionLogo as ne } from "@mxenabled/mxui";
-import Ue from "@mui/material/Button";
-import { u as M, g as be, t as H, b as Q, d as se, n as je } from "../hooks-C41HAxM5.mjs";
-import { A as z, W as ze } from "../WidgetContainer-B1Jzb4XA.mjs";
-import { a as Oe, f as oe } from "../NumberFormatting-DjTD0t3W.mjs";
+import te from "@mui/material/List";
+import ne from "@mui/material/ListItem";
+import Ge from "@mui/material/ListItemButton";
+import ye from "@mui/material/ToggleButton";
+import fe from "@mui/material/ToggleButtonGroup";
+import { Text as r, P as J, InstitutionLogo as oe } from "@mxenabled/mxui";
+import He from "@mui/material/Button";
+import { u as M, g as ve, s as H, b as Q, d as le } from "../hooks-fY_n74f7.mjs";
+import { A as z, W as Ue } from "../WidgetContainer-mzejMmz2.mjs";
+import { f as ie, a as je } from "../NumberFormatting-DjTD0t3W.mjs";
 import { u as U } from "../useScreenSize-B6JyS_Lj.mjs";
-import le from "@mui/material/styles/useTheme";
+import ce from "@mui/material/styles/useTheme";
 import { Icon as k } from "@mxenabled/mx-icons";
-import { D as Ve } from "../Donut-Dmy3JTWd.mjs";
-import { useTheme as Re } from "@mui/material/styles";
-import { f as Pe, A as V } from "../InvestmentUtil-jOyOgzIB.mjs";
-import Xe from "@mui/material/ListItemText";
-import ce from "@mui/material/IconButton";
-import $e 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 x from "@mui/system/Stack";
-import Se from "@mui/material/TextField";
-import { D as qe } from "../Drawer-Dqe5EqvA.mjs";
-import { DataGridPro as Ke } from "@mui/x-data-grid-pro";
-import { Stack as Ye } from "@mui/material";
-import { L as De } from "../Loader-BSWSYqvn.mjs";
+import { D as ze } from "../Donut-Dmy3JTWd.mjs";
+import { useTheme as Oe } from "@mui/material/styles";
+import { f as Ve, A as V } from "../InvestmentUtil-jOyOgzIB.mjs";
+import Re from "@mui/material/ListItemText";
+import de from "@mui/material/IconButton";
+import Pe from "@mui/material/Tooltip";
+import be from "@mui/material/Accordion";
+import _e from "@mui/material/AccordionDetails";
+import we from "@mui/material/AccordionSummary";
+import re from "@mui/material/Paper";
+import y from "@mui/system/Stack";
+import Ce from "@mui/material/TextField";
+import { D as Xe } from "../Drawer-Bet2ZPJo.mjs";
+import { DataGridPro as $e } from "@mui/x-data-grid-pro";
+import { Stack as qe } from "@mui/material";
+import { L as Se } from "../Loader-BSWSYqvn.mjs";
+import { u as Ke } from "../useWidgetLoadTimer-CrUzxN-P.mjs";
+import { A as Ye } from "../Account-CMjOp7S2.mjs";
 import { E as Qe } from "../EmptyState-DoxNUae-.mjs";
-const de = ({ sx: t = {} }) => {
-  const { investments: g } = M(), { onEvent: c } = be(), { setShowConnectionsWidget: u } = H();
+const me = ({ sx: t = {} }) => {
+  const { investments: h } = M(), { onEvent: c } = ve(), { setShowConnectionsWidget: m } = H();
   return /* @__PURE__ */ o(_, { sx: { alignItems: "center", gap: 24, height: 164, p: 24, width: "100%", ...t }, children: [
     /* @__PURE__ */ o(
       _,
@@ -53,9 +55,9 @@ const de = ({ sx: t = {} }) => {
           textAlign: "center"
         },
         children: [
-          /* @__PURE__ */ e(i, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "Body", children: g.overview.investment_accounts_footer }),
+          /* @__PURE__ */ e(r, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "Body", children: h.overview.investment_accounts_footer }),
           /* @__PURE__ */ e(
-            i,
+            r,
             {
               sx: {
                 color: "text.secondary",
@@ -63,21 +65,21 @@ const de = ({ sx: t = {} }) => {
                 fontWeight: 400
               },
               variant: "ParagraphSmall",
-              children: g.overview.connect_more_accounts_description
+              children: h.overview.connect_more_accounts_description
             }
           )
         ]
       }
     ),
     /* @__PURE__ */ e(
-      Ue,
+      He,
       {
         onClick: () => {
-          u(!0), c(z.ACCOUNTS_CLICK_CONNECT);
+          m(!0), c(z.ACCOUNTS_CLICK_CONNECT);
         },
         sx: { fontWeight: 600 },
         variant: "outlined",
-        children: g.overview.connect_accounts
+        children: h.overview.connect_accounts
       }
     )
   ] });
@@ -119,18 +121,18 @@ const de = ({ sx: t = {} }) => {
   {
     name: "allocations_unknown"
   }
-], et = (t, g, c) => {
-  const u = g, v = c;
-  return t >= Math.min(u, v) && t < Math.max(u, v);
-}, tt = (t, g, c) => {
-  const u = [
-    ...new Set(t.map((m) => m.name.toLowerCase()))
+], et = (t, h, c) => {
+  const m = h, v = c;
+  return t >= Math.min(m, v) && t < Math.max(m, v);
+}, tt = (t, h, c) => {
+  const m = [
+    ...new Set(t.map((d) => d.name.toLowerCase()))
   ];
   let v;
-  return u.map((m) => {
-    const s = t.reduce((y, d) => {
-      const b = d.name;
-      return b.toLowerCase() === m ? (v = b, Y(d) * d[g] / 100 + y) : y;
+  return m.map((d) => {
+    const s = t.reduce((g, f) => {
+      const p = f.name;
+      return p.toLowerCase() === d ? (v = p, Y(f) * f[h] / 100 + g) : g;
     }, 0);
     return {
       displayName: v,
@@ -139,104 +141,104 @@ const de = ({ sx: t = {} }) => {
       percentage: s / c
     };
   });
-}, Y = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, nt = (t, g, c) => {
-  const u = Object.values(g.allocations_list), v = [];
-  let f = 0;
-  const m = t.map(({ guid: n }) => n), s = c.filter(({ account_guid: n }) => m.includes(n)).map((n) => ({
+}, Y = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, nt = (t, h, c) => {
+  const m = Object.values(h.allocations_list), v = [];
+  let b = 0;
+  const d = t.map(({ guid: n }) => n), s = c.filter(({ account_guid: n }) => d.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: y, totalAccountBalance: d } = t.reduce(
-    (n, p) => ({
-      cashBalance: n.cashBalance + (p.cash_balance || 0),
-      totalAccountBalance: n.totalAccountBalance + (p.balance || 0)
+  })), { cashBalance: g, totalAccountBalance: f } = t.reduce(
+    (n, x) => ({
+      cashBalance: n.cashBalance + (x.cash_balance || 0),
+      totalAccountBalance: n.totalAccountBalance + (x.balance || 0)
     }),
     { cashBalance: 0, totalAccountBalance: 0 }
-  ), { marketValue: b, totalGainLoss: l } = s.reduce(
-    (n, p) => ({
-      marketValue: n.marketValue + Y(p),
-      totalGainLoss: n.totalGainLoss + p.gainLoss
+  ), { marketValue: p, totalGainLoss: l } = s.reduce(
+    (n, x) => ({
+      marketValue: n.marketValue + Y(x),
+      totalGainLoss: n.totalGainLoss + x.gainLoss
     }),
     { marketValue: 0, totalGainLoss: 0 }
-  ), h = b + y;
-  Ze.forEach((n, p) => {
-    const C = s.filter(
+  ), u = p + g;
+  Ze.forEach((n, x) => {
+    const w = s.filter(
       (I) => !!I[n.name]
     );
-    let S = C.reduce(
+    let S = w.reduce(
       (I, W) => I + Y(W) * W[n.name] / 100,
       0
     );
     const B = tt(
-      C,
+      w,
       n.name,
       S
     );
-    if (n.name === "allocations_cash" && y > 0) {
-      S += y;
+    if (n.name === "allocations_cash" && g > 0) {
+      S += g;
       const I = {
-        displayName: g.cash_balance_display_name,
+        displayName: h.cash_balance_display_name,
         name: "allocations_name",
-        value: y,
-        percentage: y / h
+        value: g,
+        percentage: g / u
       };
       B.push(I);
     }
     S > 0 && (v.push({
       name: n.name,
-      displayName: u[p],
-      guid: `${n.name}-${p}`,
+      displayName: m[x],
+      guid: `${n.name}-${x}`,
       holdings: B,
-      percentage: S / h,
+      percentage: S / u,
       value: S,
       color: Je[n.name]
-    }), f += S);
+    }), b += S);
   });
-  const r = v.map(
-    ({ displayName: n, guid: p, color: C, value: S }) => ({
-      id: p,
-      color: C,
+  const i = v.map(
+    ({ displayName: n, guid: x, color: w, value: S }) => ({
+      id: x,
+      color: w,
       label: n,
-      value: S / f * 100
+      value: S / b * 100
     })
   );
   return {
     investmentsData: v,
-    donutData: r,
-    totalAmount: f,
+    donutData: i,
+    totalAmount: b,
     totalGainLoss: l,
-    totalMarketValue: h,
-    totalGainLossPercentage: l / d
+    totalMarketValue: u,
+    totalGainLossPercentage: l / f
   };
-}, re = (t) => t < 1e-3 ? "< 0.1%" : Oe(t), R = (t) => t === 0 ? oe(t, "0,0.00") : et(t, -0.01, 0.01) ? "< $0.01" : oe(t, "0,0.00"), ot = ({
+}, ae = (t) => t < 1e-3 ? "< 0.1%" : je(t), R = (t) => t === 0 ? ie(t, "0,0.00") : et(t, -0.01, 0.01) ? "< $0.01" : ie(t, "0,0.00"), ot = ({
   data: t,
-  onSelected: g,
+  onSelected: h,
   selectedId: c,
-  selectedTabs: u,
+  selectedTabs: m,
   setSelectedTabs: v
 }) => {
-  const f = (l, h) => {
-    h !== null && v(h);
-  }, { isMobile: m } = U(), {
+  const b = (l, u) => {
+    u !== null && v(u);
+  }, { isMobile: d } = U(), {
     investments: { allocation: s }
-  } = M(), y = [
+  } = M(), g = [
     { label: s.tabs_label_dollar, value: 0 },
     { label: s.tabs_label_percent, value: 1 }
-  ], d = !t?.investmentsData.length, { isSmallMobile: b } = U();
-  return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: m ? 250 : 412 }, children: [
+  ], f = !t?.investmentsData.length, { isSmallMobile: p } = U();
+  return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: d ? 250 : 412 }, children: [
     /* @__PURE__ */ e(
-      ye,
+      fe,
       {
         exclusive: !0,
         fullWidth: !0,
-        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: "Body", children: l }) }, l))
+        onChange: b,
+        value: f ? -1 : m,
+        children: g.map(({ label: l, value: u }) => /* @__PURE__ */ e(ye, { color: "primary", value: u, children: /* @__PURE__ */ e(r, { bold: !0, textTransform: "capitalize", variant: "Body", children: l }) }, l))
       }
     ),
-    /* @__PURE__ */ e(ee, { sx: { px: 12 }, children: t.investmentsData.map((l) => /* @__PURE__ */ o(A.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,
@@ -244,14 +246,14 @@ const de = ({ sx: t = {} }) => {
             minHeight: 44
           },
           children: /* @__PURE__ */ o(
-            He,
+            Ge,
             {
               "aria-expanded": c === l.guid,
-              onClick: () => g(l.guid),
+              onClick: () => h(l.guid),
               sx: { minHeight: 44, px: 12, py: 0 },
               children: [
                 /* @__PURE__ */ e(
-                  Me,
+                  Ne,
                   {
                     borderRadius: 4,
                     flexShrink: 0,
@@ -268,8 +270,8 @@ const de = ({ sx: t = {} }) => {
                     justifyContent: "space-between",
                     width: "100%",
                     children: [
-                      /* @__PURE__ */ e(i, { bold: c === l.guid, children: l.displayName }),
-                      /* @__PURE__ */ e(i, { bold: c === l.guid, variant: "Body", children: u === 0 ? R(l.value) : re(l.percentage) })
+                      /* @__PURE__ */ e(r, { bold: c === l.guid, children: l.displayName }),
+                      /* @__PURE__ */ e(r, { bold: c === l.guid, variant: "Body", children: m === 0 ? R(l.value) : ae(l.percentage) })
                     ]
                   }
                 )
@@ -279,9 +281,9 @@ const de = ({ sx: t = {} }) => {
         }
       ),
       /* @__PURE__ */ e(K, {}),
-      l.holdings && l.holdings.length > 0 && /* @__PURE__ */ e(Ne, { in: c === l.guid, unmountOnExit: !0, children: /* @__PURE__ */ o(ee, { children: [
-        l?.holdings?.map((h) => /* @__PURE__ */ e(
-          te,
+      l.holdings && l.holdings.length > 0 && /* @__PURE__ */ e(Me, { in: c === l.guid, unmountOnExit: !0, children: /* @__PURE__ */ o(te, { children: [
+        l?.holdings?.map((u) => /* @__PURE__ */ e(
+          ne,
           {
             sx: {
               pl: 24,
@@ -289,61 +291,61 @@ const de = ({ sx: t = {} }) => {
               py: 0
             },
             children: /* @__PURE__ */ o(_, { direction: "row", justifyContent: "space-between", width: "100%", children: [
-              /* @__PURE__ */ o(i, { children: [
-                h.displayName,
+              /* @__PURE__ */ o(r, { children: [
+                u.displayName,
                 " "
               ] }),
-              /* @__PURE__ */ e(i, { children: u === 0 ? R(h.value) : re(h.percentage) })
+              /* @__PURE__ */ e(r, { children: m === 0 ? R(u.value) : ae(u.percentage) })
             ] })
           },
-          h.displayName
+          u.displayName
         )),
         /* @__PURE__ */ e(K, {})
       ] }) })
     ] }, l.guid)) }),
-    d ? /* @__PURE__ */ o(ae, { children: [
-      /* @__PURE__ */ e(i, { sx: { color: "secondary.main", p: 8, textAlign: "center" }, children: s.empty_data }),
+    f ? /* @__PURE__ */ o(se, { children: [
+      /* @__PURE__ */ e(r, { sx: { color: "secondary.main", p: 8, textAlign: "center" }, children: s.empty_data }),
       /* @__PURE__ */ e(K, { sx: { borderColor: "border.light" } }),
       /* @__PURE__ */ e(
-        de,
+        me,
         {
           sx: {
-            ".inner-container": { width: b ? "100%" : 364 }
+            ".inner-container": { width: p ? "100%" : 364 }
           }
         }
       )
-    ] }) : u === 0 && /* @__PURE__ */ e(i, { bold: !0, sx: { textAlign: "right", pr: 24 }, children: `${s.total_label_text} ${R(t.totalAmount)}` })
+    ] }) : m === 0 && /* @__PURE__ */ e(r, { bold: !0, sx: { textAlign: "right", pr: 24 }, children: `${s.total_label_text} ${R(t.totalAmount)}` })
   ] });
 }, it = ({
   data: t,
-  hoveredId: g,
+  hoveredId: h,
   isPercentage: c,
-  onMouseEnter: u,
+  onMouseEnter: m,
   onMouseLeave: v,
-  onSelected: f,
-  selectedId: m,
+  onSelected: b,
+  selectedId: d,
   size: s = 150,
-  totalLabel: y
+  totalLabel: g
 }) => {
-  const d = le(), b = d.palette.mode === "dark", l = A.useMemo(
-    () => m ? t.investmentsData.find(({ guid: B }) => B === m) : void 0,
-    [m]
+  const f = ce(), p = f.palette.mode === "dark", l = A.useMemo(
+    () => d ? t.investmentsData.find(({ guid: B }) => B === d) : void 0,
+    [d]
   ), {
-    investments: { allocation: h }
-  } = M(), r = A.useMemo(() => t.donutData.length > 0 ? t.donutData : [{ id: "0", color: d.palette.border.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 ? re(t.totalGainLossPercentage) : R(t.totalGainLoss), S = t.totalGainLoss >= 0 ? n : p;
+    investments: { allocation: u }
+  } = M(), i = A.useMemo(() => t.donutData.length > 0 ? t.donutData : [{ id: "0", color: f.palette.border.light, value: 100 }], [t, f]), n = p ? "#0AC295" : "#09A57F", x = p ? "grey.300" : "grey.700", w = () => l ? u.pie_chart_centered_click_for_details : c ? ae(t.totalGainLossPercentage) : R(t.totalGainLoss), S = t.totalGainLoss >= 0 ? n : x;
   return /* @__PURE__ */ e(
-    Ve,
+    ze,
     {
-      data: r,
-      hoveredId: g,
-      onClick: f,
-      onMouseEnter: u,
+      data: i,
+      hoveredId: h,
+      onClick: b,
+      onMouseEnter: m,
       onMouseLeave: v,
-      selectedId: m,
+      selectedId: d,
       size: s,
       children: /* @__PURE__ */ e(_, { alignItems: "center", height: "100%", justifyContent: "center", width: "100%", children: /* @__PURE__ */ e(_, { alignItems: "center", justifyContent: "center", minHeight: s, minWidth: s, 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__ */ e(r, { color: "text.secondary", noWrap: !0, children: l?.displayName ?? g }),
+        /* @__PURE__ */ e(J, { color: "text.primary", variant: "H1", children: R(l?.value ?? t.totalMarketValue) }),
         /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
           !l && /* @__PURE__ */ e(
             k,
@@ -354,14 +356,14 @@ const de = ({ sx: t = {} }) => {
             }
           ),
           /* @__PURE__ */ e(
-            i,
+            r,
             {
               sx: {
                 color: S,
                 fontWeight: 700
               },
               variant: "Small",
-              children: C()
+              children: w()
             }
           )
         ] })
@@ -369,20 +371,20 @@ const de = ({ sx: t = {} }) => {
     }
   );
 }, rt = () => {
-  const [t, g] = A.useState(0), [c, u] = A.useState(""), [v, f] = A.useState(""), m = (n) => {
-    c !== n ? u(n) : (u(""), f(""));
-  }, { selectedAccountGuids: s } = Q(), { visibleHoldings: y } = H(), { visibleInvestmentAccounts: d } = se(), {
-    investments: { allocation: b }
+  const [t, h] = A.useState(0), [c, m] = A.useState(""), [v, b] = A.useState(""), d = (n) => {
+    c !== n ? m(n) : (m(""), b(""));
+  }, { selectedAccountGuids: s } = Q(), { visibleHoldings: g } = H(), { visibleInvestmentAccounts: f } = le(), {
+    investments: { allocation: p }
   } = M(), l = nt(
-    d.filter(({ guid: n }) => s.includes(n)),
-    b,
-    y
-  ), { isMobile: h } = U(), r = pe("(max-width:768px)");
+    f.filter(({ guid: n }) => s.includes(n)),
+    p,
+    g
+  ), { isMobile: u } = U(), i = xe("(max-width:768px)");
   return /* @__PURE__ */ o(
     _,
     {
-      alignItems: r ? "center" : "flex-start",
-      direction: r ? "column" : "row",
+      alignItems: i ? "center" : "flex-start",
+      direction: i ? "column" : "row",
       gap: { xs: 16, md: 64, xl: 100 },
       sx: {
         justifyContent: "center",
@@ -397,25 +399,25 @@ const de = ({ sx: t = {} }) => {
             hoveredId: v,
             isPercentage: t === 1,
             onMouseEnter: (n) => {
-              c === n ? f("") : c || f(n);
+              c === n ? b("") : c || b(n);
             },
             onMouseLeave: () => {
-              f("");
+              b("");
             },
-            onSelected: m,
+            onSelected: d,
             selectedId: c,
-            size: h ? 280 : 400,
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 }, at = P(rt), st = ({
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   copy: c,
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+  setAnalysisType: m
 }) => {
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     key: s,
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-                      /* @__PURE__ */ e(i, { bold: !0, children: t.invest_analysis }),
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+                h.map((i, n, x) => /* @__PURE__ */ e(_, { sx: { flexDirection: "row", gap: 4 }, children: i.map((w, S) => {
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-                      /* @__PURE__ */ e(x, { sx: { width: 32 } }),
-                      /* @__PURE__ */ o(x, { sx: { flex: 1 }, children: [
+                      /* @__PURE__ */ e(y, { sx: { width: 32 } }),
+                      /* @__PURE__ */ o(y, { sx: { flex: 1 }, children: [
                         /* @__PURE__ */ o(
-                          x,
+                          y,
                           {
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@@ -875,13 +877,13 @@ const de = ({ sx: t = {} }) => {
                               pr: 24
                             },
                             children: [
-                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "Body", children: d.overview.quantity }),
-                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "Small", children: r.qty })
+                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Body", children: f.overview.quantity }),
+                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Small", children: i.qty })
                             ]
                           }
                         ),
                         /* @__PURE__ */ o(
-                          x,
+                          y,
                           {
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@@ -891,9 +893,9 @@ const de = ({ sx: t = {} }) => {
                               pr: 24
                             },
                             children: [
-                              /* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "Body", children: d.overview.cost_basis_header }),
+                              /* @__PURE__ */ e(r, { sx: { color: "text.primary" }, variant: "Body", children: f.overview.cost_basis_header }),
                               /* @__PURE__ */ o(
-                                x,
+                                y,
                                 {
                                   direction: "row",
                                   sx: {
@@ -901,13 +903,13 @@ const de = ({ sx: t = {} }) => {
                                     gap: 4
                                   },
                                   children: [
-                                    p ? /* @__PURE__ */ e(
-                                      Se,
+                                    x ? /* @__PURE__ */ e(
+                                      Ce,
                                       {
                                         autoFocus: !0,
-                                        onBlur: () => u(r.id),
-                                        onChange: f,
-                                        onKeyDown: (C) => m(C, r.id),
+                                        onBlur: () => m(i.id),
+                                        onChange: b,
+                                        onKeyDown: (w) => d(w, i.id),
                                         size: "small",
                                         sx: {
                                           fontSize: 14,
@@ -922,18 +924,18 @@ const de = ({ sx: t = {} }) => {
                                             border: "none"
                                           }
                                         },
-                                        value: g
+                                        value: h
                                       }
-                                    ) : /* @__PURE__ */ e(i, { sx: { fontSize: 14, width: 58 }, variant: "Small", children: r.costBasis?.toLocaleString("en-US", {
+                                    ) : /* @__PURE__ */ e(r, { sx: { fontSize: 14, width: 58 }, variant: "Small", children: i.costBasis?.toLocaleString("en-US", {
                                       currency: "USD",
                                       maximumFractionDigits: 2,
                                       minimumFractionDigits: 2,
                                       style: "currency"
                                     }) }),
                                     /* @__PURE__ */ e(
-                                      ce,
+                                      de,
                                       {
-                                        onClick: () => v(r.id, r.costBasis),
+                                        onClick: () => v(i.id, i.costBasis),
                                         sx: { minWidth: 16, minHeight: 16 },
                                         children: /* @__PURE__ */ e(k, { name: "stylus", size: 16, sx: { color: "grey.700" } })
                                       }
@@ -950,25 +952,25 @@ const de = ({ sx: t = {} }) => {
                 ) })
               ]
             },
-            r.id
+            i.id
           );
         })
       ]
     }
   );
-}, ht = P(ut), q = (t) => /* @__PURE__ */ o(Ye, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-  /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600, fontSize: 14 }, variant: "Small", children: t.colDef.headerName }),
+}, ht = P(ut), q = (t) => /* @__PURE__ */ o(qe, { 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 })
 ] }), gt = ({
   data: t,
-  editingHoldingId: g,
+  editingHoldingId: h,
   currentEditedCostBasis: c,
-  handleCostBasisClick: u,
+  handleCostBasisClick: m,
   handleCostBasisChange: v,
-  handleCostBasisKeyDown: f,
-  handleCostBasisBlur: m
+  handleCostBasisKeyDown: b,
+  handleCostBasisBlur: d
 }) => {
-  const { investments: s } = M(), d = le().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 = [
+  const { investments: s } = M(), f = ce().palette.mode === "dark", p = "success.main", l = f ? "grey.300" : "grey.700", u = (n, x = "lesserThan") => x === "greaterThan" ? n >= 0 ? p : l : n <= 0 ? l : p, i = [
     {
       field: "qty",
       headerName: s.overview.qty_header,
@@ -983,8 +985,8 @@ const de = ({ sx: t = {} }) => {
       flex: 1,
       renderHeader: q,
       renderCell: (n) => /* @__PURE__ */ e(_, { sx: { alignItems: "center", gap: 16, flexDirection: "row" }, children: /* @__PURE__ */ o(_, { children: [
-        /* @__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 })
+        /* @__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 })
       ] }) })
     },
     {
@@ -993,15 +995,15 @@ const de = ({ sx: t = {} }) => {
       width: 132,
       renderHeader: q,
       renderCell: (n) => {
-        const p = g === n.row.id;
+        const x = h === n.row.id;
         return /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 4 }, children: [
-          p ? /* @__PURE__ */ e(
-            Se,
+          x ? /* @__PURE__ */ e(
+            Ce,
             {
               autoFocus: !0,
-              onBlur: () => m(n.row.id),
+              onBlur: () => d(n.row.id),
               onChange: v,
-              onKeyDown: (C) => f(C, n.row.id),
+              onKeyDown: (w) => b(w, n.row.id),
               size: "small",
               sx: {
                 fontSize: 14,
@@ -1018,16 +1020,16 @@ const de = ({ sx: t = {} }) => {
               },
               value: c
             }
-          ) : /* @__PURE__ */ e(i, { sx: { fontSize: 14, width: 57 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
+          ) : /* @__PURE__ */ e(r, { sx: { fontSize: 14, width: 57 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
             currency: "USD",
             maximumFractionDigits: 2,
             minimumFractionDigits: 2,
             style: "currency"
           }) }),
           /* @__PURE__ */ e(
-            ce,
+            de,
             {
-              onClick: () => u(n.row.id, n.row.costBasis),
+              onClick: () => m(n.row.id, n.row.costBasis),
               sx: { minWidth: 12, minHeight: 12 },
               children: /* @__PURE__ */ e(k, { name: "stylus", size: 12, sx: { color: "grey.700" } })
             }
@@ -1043,7 +1045,7 @@ const de = ({ sx: t = {} }) => {
       width: 196,
       renderHeader: q,
       renderCell: (n) => {
-        const p = n.row.costBasis, C = p ? n.row.totalGainLoss / p * 100 : 0;
+        const x = n.row.costBasis, w = x ? n.row.totalGainLoss / x * 100 : 0;
         return /* @__PURE__ */ o(_, { sx: { alignItems: "center", flexDirection: "row", gap: 2 }, children: [
           n.value !== 0 && /* @__PURE__ */ e(
             k,
@@ -1051,29 +1053,29 @@ const de = ({ sx: t = {} }) => {
               name: n.value > 0 ? "trending_up" : "trending_down",
               size: 16,
               sx: {
-                color: h(n.value),
+                color: u(n.value),
                 mr: 1,
                 verticalAlign: "middle"
               }
             }
           ),
           /* @__PURE__ */ e(
-            i,
+            r,
             {
               sx: {
-                color: h(n.value),
+                color: u(n.value),
                 fontWeight: n.value > 0 ? 700 : 400
               },
               variant: "Small",
-              children: p ? `${C.toFixed(2)}%` : "0.00%"
+              children: x ? `${w.toFixed(2)}%` : "0.00%"
             }
           ),
-          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+          /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
           /* @__PURE__ */ e(
-            i,
+            r,
             {
               sx: {
-                color: h(n.value),
+                color: u(n.value),
                 fontWeight: n.value > 0 ? 700 : 400
               },
               variant: "Small",
@@ -1096,7 +1098,7 @@ const de = ({ sx: t = {} }) => {
       headerName: s.overview.market_value_header,
       width: 132,
       renderHeader: q,
-      renderCell: (n) => /* @__PURE__ */ e(i, { sx: { fontWeight: 700 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
+      renderCell: (n) => /* @__PURE__ */ e(r, { sx: { fontWeight: 700 }, variant: "Small", children: n.value?.toLocaleString("en-US", {
         currency: "USD",
         maximumFractionDigits: 2,
         minimumFractionDigits: 2,
@@ -1107,16 +1109,16 @@ const de = ({ sx: t = {} }) => {
     }
   ];
   return /* @__PURE__ */ e(
-    ie,
+    re,
     {
       sx: {
         boxShadow: "none",
         width: "100%"
       },
       children: /* @__PURE__ */ e(
-        Ke,
+        $e,
         {
-          columns: r,
+          columns: i,
           disableColumnFilter: !0,
           disableColumnMenu: !0,
           disableRowSelectionOnClick: !0,
@@ -1128,55 +1130,55 @@ const de = ({ sx: t = {} }) => {
     }
   );
 }, pt = () => {
-  const { isMobile: t } = U(), [g, c] = O({}), [u, v] = O(!1), { selectedAccountGuids: f } = Q(), { visibleHoldings: m, updateHoldings: s } = H(), [y, d] = A.useState(!1), [b, l] = O({
+  const { isMobile: t } = U(), [h, c] = O({}), [m, v] = O(!1), { selectedAccountGuids: b } = Q(), { visibleHoldings: d, updateHoldings: s } = H(), [g, f] = A.useState(!1), [p, l] = O({
     accounts: [],
     holdings: []
-  }), { accounts: h, investments: r } = M(), { isCopyLoaded: n } = Q(), [p, C] = O(null), [S, B] = O(""), W = le().palette.mode === "dark", G = W ? "#0AC295" : "#09A57F", F = W ? "grey.300" : "grey.700", T = (a, w = "lesserThan") => w === "greaterThan" ? a >= 0 ? G : F : a <= 0 ? F : G, j = (a, w) => {
-    C(a), B(w.toFixed(2));
-  }, J = (a) => {
-    const w = a.target.value;
-    /^\d*\.?\d*$/.test(w) && B(w);
-  }, me = (a, w) => {
-    a.key === "Enter" ? Z(w) : a.key === "Escape" && C(null);
+  }), { accounts: u, investments: i } = M(), { isCopyLoaded: n } = Q(), [x, w] = O(null), [S, B] = O(""), W = ce().palette.mode === "dark", N = W ? "#0AC295" : "#09A57F", F = W ? "grey.300" : "grey.700", T = (a, C = "lesserThan") => C === "greaterThan" ? a >= 0 ? N : F : a <= 0 ? F : N, j = (a, C) => {
+    w(a), B(C.toFixed(2));
   }, Z = (a) => {
-    const w = m.find(({ guid: E }) => E === a);
-    if (!w) return;
-    const N = Number(S);
-    if (s({ ...w, cost_basis: N }), t) {
-      const E = b.holdings.map(
-        (D) => D.id === a ? { ...D, costBasis: N } : D
+    const C = a.target.value;
+    /^\d*\.?\d*$/.test(C) && B(C);
+  }, ue = (a, C) => {
+    a.key === "Enter" ? ee(C) : a.key === "Escape" && w(null);
+  }, ee = (a) => {
+    const C = d.find(({ guid: E }) => E === a);
+    if (!C) return;
+    const G = Number(S);
+    if (s({ ...C, cost_basis: G }), t) {
+      const E = p.holdings.map(
+        (D) => D.id === a ? { ...D, costBasis: G } : D
       );
       l((D) => ({
         ...D,
         holdings: E
       }));
     }
-    C(null);
-  }, Le = (a) => (w, N) => {
+    w(null);
+  }, De = (a) => (C, G) => {
     c((E) => ({
       ...E,
-      [a]: N
+      [a]: G
     }));
-  }, { visibleHoldings: ue } = H(), { visibleInvestmentAccounts: Ie } = se(), X = Ie.filter(
-    ({ guid: a }) => f.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 N = w.market_value ? w.market_value - (w.cost_basis || 0) : 0;
-    return a + N;
-  }, 0), Te = () => {
+  }, { visibleHoldings: he } = H(), { visibleInvestmentAccounts: Le } = le(), X = Le.filter(
+    ({ guid: a }) => b.includes(a)
+  ), Ie = X.reduce((a, C) => a + (C.balance || 0), 0), Ae = X.map(({ guid: a }) => a), $ = he.filter(
+    ({ account_guid: a }) => Ae.includes(a)
+  ).reduce((a, C) => {
+    const G = C.market_value ? C.market_value - (C.cost_basis || 0) : 0;
+    return a + G;
+  }, 0), Be = () => {
     v(!1);
   };
-  return n ? /* @__PURE__ */ o(x, { sx: { alignItems: "center", gap: 48, pt: 48, width: "100%" }, children: [
-    !!X.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", {
+  return n ? /* @__PURE__ */ o(y, { sx: { alignItems: "center", gap: 48, pt: 48, width: "100%" }, children: [
+    !!X.length && /* @__PURE__ */ o(y, { sx: { alignItems: "center" }, children: [
+      /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, children: i.overview.total_portfolio }),
+      /* @__PURE__ */ e(J, { variant: "H1", children: Ie.toLocaleString("en-US", {
         currency: "USD",
         maximumFractionDigits: 2,
         minimumFractionDigits: 2,
         style: "currency"
       }) }),
-      /* @__PURE__ */ o(x, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
+      /* @__PURE__ */ o(y, { sx: { alignItems: "center", flexDirection: "row", gap: 8 }, children: [
         /* @__PURE__ */ e(
           k,
           {
@@ -1186,7 +1188,7 @@ const de = ({ sx: t = {} }) => {
           }
         ),
         /* @__PURE__ */ e(
-          i,
+          r,
           {
             sx: { color: T($, "greaterThan"), fontWeight: 700 },
             variant: "Small",
@@ -1201,7 +1203,7 @@ const de = ({ sx: t = {} }) => {
       ] })
     ] }),
     X.map((a) => {
-      const w = ue.filter((L) => L.account_guid === a.guid).map((L) => ({
+      const C = he.filter((L) => L.account_guid === a.guid).map((L) => ({
         id: L.guid,
         qty: L.shares || 0,
         holding: L.symbol || L.description || "Unknown",
@@ -1209,17 +1211,17 @@ const de = ({ sx: t = {} }) => {
         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 = a.balance, D = w.reduce(
-        (L, Fe) => Fe.totalGainLoss + L,
+      })), G = C.length > 0, E = a.balance, D = C.reduce(
+        (L, We) => We.totalGainLoss + L,
         0
-      ), he = E ? D / E * 100 : 0;
+      ), ge = E ? D / E * 100 : 0;
       if (t)
         return /* @__PURE__ */ e(
-          ie,
+          re,
           {
-            onClick: w.length ? () => {
+            onClick: C.length ? () => {
               v(!0), l({
-                holdings: w,
+                holdings: C,
                 accounts: a
               });
             } : void 0,
@@ -1228,7 +1230,7 @@ const de = ({ sx: t = {} }) => {
               overflow: "hidden"
             },
             children: /* @__PURE__ */ o(
-              x,
+              y,
               {
                 sx: {
                   border: 1,
@@ -1241,7 +1243,7 @@ const de = ({ sx: t = {} }) => {
                 },
                 children: [
                   /* @__PURE__ */ o(
-                    x,
+                    y,
                     {
                       sx: {
                         alignItems: "center",
@@ -1254,22 +1256,22 @@ const de = ({ sx: t = {} }) => {
                       },
                       children: [
                         /* @__PURE__ */ e(
-                          ne,
+                          oe,
                           {
                             alt: a.institutionName || "",
                             institutionGuid: a.institution_guid || "",
                             size: 32
                           }
                         ),
-                        /* @__PURE__ */ o(x, { sx: { overflow: "hidden", pl: 13, pr: 13 }, children: [
-                          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: a.memberName }),
-                          /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
+                        /* @__PURE__ */ o(y, { 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,
+                    y,
                     {
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@@ -1280,7 +1282,7 @@ const de = ({ sx: t = {} }) => {
                       },
                       children: [
                         /* @__PURE__ */ o(
-                          x,
+                          y,
                           {
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                               alignItems: "center",
@@ -1294,9 +1296,9 @@ const de = ({ sx: t = {} }) => {
                               pt: 14
                             },
                             children: [
-                              /* @__PURE__ */ e(i, { sx: { color: "text.secondary", fontSize: 11 }, variant: "Small", children: r.overview.total_gain_Loss }),
+                              /* @__PURE__ */ e(r, { sx: { color: "text.secondary", fontSize: 11 }, variant: "Small", children: i.overview.total_gain_Loss }),
                               /* @__PURE__ */ o(
-                                x,
+                                y,
                                 {
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@@ -1314,7 +1316,7 @@ const de = ({ sx: t = {} }) => {
                                       }
                                     ),
                                     /* @__PURE__ */ o(
-                                      i,
+                                      r,
                                       {
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@@ -1322,14 +1324,14 @@ const de = ({ sx: t = {} }) => {
                                         },
                                         variant: "Body",
                                         children: [
-                                          he.toFixed(2),
+                                          ge.toFixed(2),
                                           "%"
                                         ]
                                       }
                                     ),
-                                    /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+                                    /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
                                     /* @__PURE__ */ e(
-                                      i,
+                                      r,
                                       {
                                         sx: {
                                           color: T(D),
@@ -1351,7 +1353,7 @@ const de = ({ sx: t = {} }) => {
                           }
                         ),
                         /* @__PURE__ */ o(
-                          x,
+                          y,
                           {
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                               alignItems: "center",
@@ -1363,8 +1365,8 @@ const de = ({ sx: t = {} }) => {
                               pt: 14
                             },
                             children: [
-                              /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: r.overview.total_value }),
-                              /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: E?.toLocaleString("en-US", {
+                              /* @__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: E?.toLocaleString("en-US", {
                                 currency: "USD",
                                 maximumFractionDigits: 2,
                                 minimumFractionDigits: 2,
@@ -1382,12 +1384,12 @@ const de = ({ sx: t = {} }) => {
           },
           a.guid
         );
-      const ke = W ? "grey.700" : "grey.400", We = w.length ? "text.primary" : ke;
+      const Te = W ? "grey.700" : "grey.400", ke = C.length ? "text.primary" : Te;
       return /* @__PURE__ */ o(
-        _e,
+        be,
         {
-          expanded: g[a.guid] === !0,
-          onChange: N ? Le(a.guid) : () => {
+          expanded: h[a.guid] === !0,
+          onChange: G ? De(a.guid) : () => {
           },
           sx: {
             border: 1,
@@ -1397,12 +1399,12 @@ const de = ({ sx: t = {} }) => {
           },
           children: [
             /* @__PURE__ */ o(
-              Ce,
+              we,
               {
                 "aria-controls": "panel1a-content",
                 id: "panel1a-header",
                 sx: [
-                  g[a.guid] && {
+                  h[a.guid] && {
                     borderBottom: 1,
                     borderColor: "border.main",
                     maxHeight: 88
@@ -1410,7 +1412,7 @@ const de = ({ sx: t = {} }) => {
                 ],
                 children: [
                   /* @__PURE__ */ o(
-                    x,
+                    y,
                     {
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                         alignItems: "center",
@@ -1420,27 +1422,27 @@ const de = ({ sx: t = {} }) => {
                         width: "100%"
                       },
                       children: [
-                        /* @__PURE__ */ e(k, { name: "expand_more", size: 20, sx: { color: We } }),
+                        /* @__PURE__ */ e(k, { name: "expand_more", size: 20, sx: { color: ke } }),
                         /* @__PURE__ */ e(
-                          ne,
+                          oe,
                           {
                             alt: a.institutionName || "",
                             institutionGuid: a.institution_guid || "",
                             size: 32
                           }
                         ),
-                        /* @__PURE__ */ o(x, { sx: { alignItems: "flex-start" }, children: [
-                          /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: a.memberName }),
-                          /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: a.user_name || a.name })
+                        /* @__PURE__ */ o(y, { 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: { 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: "XSmall", children: r.overview.total_gain_Loss }),
+                  /* @__PURE__ */ o(y, { sx: { flexDirection: "row" }, children: [
+                    /* @__PURE__ */ o(y, { 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,
+                        y,
                         {
                           sx: {
                             alignItems: "center",
@@ -1458,7 +1460,7 @@ const de = ({ sx: t = {} }) => {
                               }
                             ),
                             /* @__PURE__ */ o(
-                              i,
+                              r,
                               {
                                 sx: {
                                   color: T(D),
@@ -1466,14 +1468,14 @@ const de = ({ sx: t = {} }) => {
                                 },
                                 variant: "Body",
                                 children: [
-                                  he.toFixed(2),
+                                  ge.toFixed(2),
                                   "%"
                                 ]
                               }
                             ),
-                            /* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
+                            /* @__PURE__ */ e(r, { sx: { color: "text.secondary" }, variant: "XSmall", children: "|" }),
                             /* @__PURE__ */ e(
-                              i,
+                              r,
                               {
                                 sx: {
                                   color: T(D),
@@ -1492,9 +1494,9 @@ const de = ({ sx: t = {} }) => {
                         }
                       )
                     ] }),
-                    /* @__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: "XSmall", children: r.overview.total_value }),
-                      /* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "Body", children: E?.toLocaleString("en-US", {
+                    /* @__PURE__ */ e(y, { sx: { alignItems: "flex-end", gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }, children: /* @__PURE__ */ o(y, { 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: E?.toLocaleString("en-US", {
                         currency: "USD",
                         maximumFractionDigits: 2,
                         minimumFractionDigits: 2,
@@ -1505,16 +1507,16 @@ 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(_e, { sx: { bgcolor: "background.default", p: 12 }, children: /* @__PURE__ */ e(re, { sx: { border: 1, borderColor: "border.light" }, children: /* @__PURE__ */ e(
               gt,
               {
                 currentEditedCostBasis: S,
-                data: w,
-                editingHoldingId: p,
-                handleCostBasisBlur: Z,
-                handleCostBasisChange: J,
+                data: C,
+                editingHoldingId: x,
+                handleCostBasisBlur: ee,
+                handleCostBasisChange: Z,
                 handleCostBasisClick: j,
-                handleCostBasisKeyDown: me
+                handleCostBasisKeyDown: ue
               }
             ) }) })
           ]
@@ -1522,89 +1524,94 @@ const de = ({ sx: t = {} }) => {
         a.guid
       );
     }),
-    /* @__PURE__ */ e(de, {}),
+    /* @__PURE__ */ e(me, {}),
     /* @__PURE__ */ e(
       ht,
       {
-        accountHoldingsData: b,
+        accountHoldingsData: p,
         currentEditedCostBasis: S,
-        editingHoldingId: p,
-        handleCostBasisBlur: Z,
-        handleCostBasisChange: J,
+        editingHoldingId: x,
+        handleCostBasisBlur: ee,
+        handleCostBasisChange: Z,
         handleCostBasisClick: j,
-        handleCostBasisKeyDown: me,
-        isOpen: u,
-        onClose: Te
+        handleCostBasisKeyDown: ue,
+        isOpen: m,
+        onClose: Be
       }
     ),
     /* @__PURE__ */ e(
-      ge,
+      pe,
       {
-        onClose: () => d(!1),
-        showConnectionsWidget: y,
-        title: h.manage_connections
+        onClose: () => f(!1),
+        showConnectionsWidget: g,
+        title: u.manage_connections
       }
     )
-  ] }) : /* @__PURE__ */ e(De, {});
-}, xt = P(pt), yt = ({ title: t }) => /* @__PURE__ */ e(i, { bold: !0, variant: "Body", children: t }), sn = P(({ onBackClick: t, sx: g }) => {
-  const { onEvent: c } = be(), { onLoad: u } = je(), { isMobile: v } = U(), { visibleInvestmentAccounts: f } = se(), {
-    visibleHoldings: m,
-    setShowConnectionsWidget: s,
-    showConnectionsWidget: y
-  } = H(), { investments: d, accounts: b } = M(), { isCopyLoaded: l, isInitialized: h, setSelectedAccounts: r } = Q(), [n, p] = A.useState(0), { loadHoldings: C } = H();
-  A.useEffect(() => {
-    r(f);
-  }, [f]), A.useEffect(() => {
-    h && C().finally(() => {
-      u?.("InvestmentsWidget");
-    });
-  }, [h]);
+  ] }) : /* @__PURE__ */ e(Se, {});
+}, xt = P(pt), yt = ({ title: t }) => /* @__PURE__ */ e(r, { bold: !0, variant: "Body", children: t }), cn = P(({ onBackClick: t, sx: h }) => {
+  const { onEvent: c } = ve(), { isMobile: m } = U(), {
+    isAccountDataLoaded: v,
+    loadAccountData: b,
+    visibleInvestmentAccounts: d
+  } = le(), {
+    visibleHoldings: s,
+    setShowConnectionsWidget: g,
+    showConnectionsWidget: f
+  } = H(), { investments: p, accounts: l } = M(), { isInitialized: u } = Q(), [i, n] = A.useState(0), { loadHoldings: x, holdingsLoaded: w } = H();
+  Ke({
+    widgetName: "InvestmentsWidget",
+    isLoaded: w
+  }), A.useEffect(() => {
+    v || b().finally();
+  }, []), A.useEffect(() => {
+    u && x().finally();
+  }, [u]);
   const S = () => {
     c(z.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
   };
-  if (!l || !h) return /* @__PURE__ */ e(De, {});
+  if (!u || !w) return /* @__PURE__ */ e(Se, {});
   const B = [
     z.INVESTMENT_WIDGET_DETAILS_CLICK,
     z.INVESTMENT_WIDGET_ALLOCATION_CLICK,
     z.INVESTMENT_WIDGET_ANALYSIS_CLICK
-  ], I = f.length === 0 && m.length === 0, W = [
-    d.tab_overview_title,
-    d.tab_allocation_title,
-    d.tab_analysis_title
+  ], I = d.length === 0 && s.length === 0, W = [
+    p.tab_overview_title,
+    p.tab_allocation_title,
+    p.tab_analysis_title
   ];
   return /* @__PURE__ */ o(
-    ze,
+    Ue,
     {
-      accountOptions: f,
+      allowedAccountTypes: [Ye.INVESTMENT],
       onAccountsFilterClick: S,
       onBackClick: t,
-      sx: g,
-      title: d.title,
+      sx: h,
+      title: p.title,
       children: [
-        /* @__PURE__ */ o(_, { mx: v ? 0 : 48, my: 24, children: [
+        /* @__PURE__ */ o(_, { mx: m ? 0 : 48, my: 24, children: [
           /* @__PURE__ */ e(
-            Ge,
+            Ee,
             {
-              onChange: (G, F) => {
-                p(F), c(B[F]);
+              onChange: (N, F) => {
+                n(F), c(B[F]);
               },
               sx: { bgcolor: "background.paper" },
               textColor: "primary",
-              value: I ? -1 : n,
+              value: I ? -1 : i,
               variant: "fullWidth",
-              children: W.map((G) => /* @__PURE__ */ e(Ee, { disabled: I, label: /* @__PURE__ */ e(yt, { title: G }) }, G))
+              children: W.map((N) => /* @__PURE__ */ e(Fe, { disabled: I, label: /* @__PURE__ */ e(yt, { title: N }) }, N))
             }
           ),
           I ? /* @__PURE__ */ e(
             Qe,
             {
-              header: d.empty_state_header,
+              header: p.empty_state_header,
               icon: "bid_landscape",
               onClick: () => {
-                s(!0), c(z.ACCOUNTS_CLICK_CONNECT);
+                g(!0), c(z.ACCOUNTS_CLICK_CONNECT);
               },
-              primaryButton: d.overview.connect_accounts,
-              subText: d.empty_state_description,
+              primaryButton: p.overview.connect_accounts,
+              subText: p.empty_state_description,
               sx: {
                 width: { sm: 432 },
                 ".buttons-footer": {
@@ -1617,18 +1624,18 @@ const de = ({ sx: t = {} }) => {
                 px: 16
               }
             }
-          ) : /* @__PURE__ */ o(ae, { children: [
-            n === 0 && /* @__PURE__ */ e(xt, {}),
-            n === 1 && /* @__PURE__ */ e(at, {}),
-            n === 2 && /* @__PURE__ */ e(mt, {})
+          ) : /* @__PURE__ */ o(se, { children: [
+            i === 0 && /* @__PURE__ */ e(xt, {}),
+            i === 1 && /* @__PURE__ */ e(at, {}),
+            i === 2 && /* @__PURE__ */ e(mt, {})
           ] })
         ] }),
         /* @__PURE__ */ e(
-          ge,
+          pe,
           {
-            onClose: () => s(!1),
-            showConnectionsWidget: y,
-            title: b.manage_connections
+            onClose: () => g(!1),
+            showConnectionsWidget: f,
+            title: l.manage_connections
           }
         )
       ]
@@ -1636,5 +1643,5 @@ const de = ({ sx: t = {} }) => {
   );
 });
 export {
-  sn as InvestmentsWidget
+  cn as InvestmentsWidget
 };