gloomberb 0.13.2 → 0.14.0

package/src/components/onboarding/portfolio-step/index.tsx

@@ -2,11 +2,24 @@ import { BrokerFieldsPanel } from "./broker-fields-panel";
 import { BrokerSetupPanel } from "./broker-setup-panel";
 import { BrokerSyncPanel } from "./broker-sync-panel";
 import { PortfolioChoicePanel } from "./choose-panel";
+import { PositionsPanel } from "./positions-panel";
 import type { PortfolioStepProps, PortfolioSub } from "./types";
 
 export type { PortfolioSub };
 
 export function PortfolioStep(props: PortfolioStepProps) {
+  if (props.sub === "positions") {
+    return (
+      <PositionsPanel
+        state={props.positions}
+        inputRef={props.positionsInputRef}
+        editing={props.positionsEditing}
+        shortcut={props.commandBarShortcut}
+        hasBrokers={props.choices.length > 0}
+      />
+    );
+  }
+
   if (props.sub === "choose") {
     return (
       <PortfolioChoicePanel

package/src/components/onboarding/portfolio-step/positions-panel.tsx

@@ -0,0 +1,292 @@
+import { useState, type RefObject } from "react";
+import { Box, Text, TextAttributes, useUiHost, type InputRenderable } from "../../../ui";
+import { useThemeColors } from "../../../theme/theme-context";
+import { blendHex, priceColor } from "../../../theme/colors";
+import { t, tf } from "../../../i18n";
+import { formatMarketPrice } from "../../../market-data/market/format";
+import { formatPercentRaw } from "../../../utils/format";
+import { Button, NumberField, TextField } from "../../ui";
+import { ONBOARDING_DESKTOP } from "../onboarding-frame";
+import {
+  POSITION_FIELDS,
+  type OnboardingPositionRow,
+  type OnboardingPositionsState,
+  type PositionFieldId,
+} from "../wizard-positions";
+
+const FIELD_LABELS: Record<PositionFieldId, string> = {
+  ticker: "Ticker",
+  shares: "Shares",
+  avgCost: "Avg cost",
+};
+
+const FIELD_PLACEHOLDERS: Record<PositionFieldId, string> = {
+  ticker: "e.g. AAPL",
+  shares: "optional",
+  avgCost: "current price",
+};
+
+/** Company name and last price for the symbol being typed, or why it will not resolve. */
+function PreviewLine({ preview, error }: Pick<OnboardingPositionsState, "preview" | "error">) {
+  const colors = useThemeColors();
+  if (error) return <Text fg={colors.negative} wrapText>{error}</Text>;
+  if (preview.status === "idle") return null;
+  if (preview.status === "checking") {
+    return <Text fg={colors.textDim}>{tf("{query} checking...", { query: preview.query })}</Text>;
+  }
+  if (preview.status === "missing") return <Text fg={colors.textMuted}>{preview.message}</Text>;
+  const price = preview.quote?.price;
+  const change = preview.quote?.changePercent;
+  return (
+    <Box flexDirection="row" minWidth={0} overflow="hidden">
+      <Text fg={colors.text} attributes={TextAttributes.BOLD}>{preview.symbol}</Text>
+      {preview.name ? <Text fg={colors.textDim}>{`  ${preview.name}`}</Text> : null}
+      {price != null ? <Text fg={colors.text}>{`  ${formatMarketPrice(price, { maxWidth: 12 })}`}</Text> : null}
+      {change != null ? <Text fg={priceColor(change, colors)}>{` ${formatPercentRaw(change)}`}</Text> : null}
+      {preview.duplicate ? <Text fg={colors.textMuted}>{t("  already added")}</Text> : null}
+    </Box>
+  );
+}
+
+const wholeCurrencyFormatters = new Map<string, Intl.NumberFormat>();
+
+/** Position value rounded to whole units: cents add noise next to a share count. */
+function formatWholeCurrency(value: number, currency: string): string {
+  let formatter = wholeCurrencyFormatters.get(currency);
+  if (!formatter) {
+    try {
+      formatter = new Intl.NumberFormat("en-US", {
+        style: "currency",
+        currency,
+        minimumFractionDigits: 0,
+        maximumFractionDigits: 0,
+      });
+    } catch {
+      formatter = new Intl.NumberFormat("en-US", { minimumFractionDigits: 0, maximumFractionDigits: 0 });
+    }
+    wholeCurrencyFormatters.set(currency, formatter);
+  }
+  return formatter.format(value);
+}
+
+function positionSummary(row: OnboardingPositionRow): string {
+  if (row.shares === null) return t("following");
+  const shares = Number.isInteger(row.shares) ? String(row.shares) : row.shares.toFixed(4).replace(/\.?0+$/, "");
+  const cost = row.avgCost === null ? "" : ` @ ${formatMarketPrice(row.avgCost, { maxWidth: 12 })}`;
+  return `${shares}${cost}`;
+}
+
+function DesktopPositionRow({
+  row,
+  onRemove,
+}: {
+  row: OnboardingPositionRow;
+  onRemove: (symbol: string) => void;
+}) {
+  const colors = useThemeColors();
+  const [hovered, setHovered] = useState(false);
+  return (
+    <Box
+      flexDirection="row"
+      alignItems="center"
+      minWidth={0}
+      onMouseOver={() => setHovered(true)}
+      onMouseOut={() => setHovered(false)}
+      style={{
+        height: 32,
+        padding: "0 10px",
+        borderRadius: 6,
+        backgroundColor: hovered ? blendHex(colors.panel, colors.textBright, 0.05) : "transparent",
+      }}
+      data-gloom-role="onboarding-position"
+    >
+      <Box style={{ width: 64, flexShrink: 0 }}>
+        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{row.symbol}</Text>
+      </Box>
+      <Box flexGrow={1} minWidth={0} overflow="hidden">
+        <Text fg={colors.textDim}>{row.name}</Text>
+      </Box>
+      <Box flexShrink={0} style={{ marginLeft: 16 }}>
+        <Text fg={colors.text}>{positionSummary(row)}</Text>
+      </Box>
+      <Box flexShrink={0} justifyContent="flex-end" flexDirection="row" style={{ width: 96 }}>
+        <Text fg={row.value === null ? colors.textMuted : colors.textBright}>
+          {row.value === null ? "" : formatWholeCurrency(row.value, row.currency)}
+        </Text>
+      </Box>
+      <Box flexShrink={0} justifyContent="flex-end" flexDirection="row" style={{ width: 64, marginLeft: 8 }}>
+        {hovered ? (
+          <Button label="Remove" variant="plain" compact stopPropagation onPress={() => onRemove(row.symbol)} />
+        ) : null}
+      </Box>
+    </Box>
+  );
+}
+
+function DesktopPositionsPanel({
+  state,
+  inputRef,
+  editing,
+}: PositionsPanelProps) {
+  const colors = useThemeColors();
+  const fieldProps = (field: PositionFieldId, index: number) => ({
+    label: t(FIELD_LABELS[field]),
+    inputRef: index === state.fieldIdx ? inputRef : undefined,
+    value: state.draft[field],
+    placeholder: t(FIELD_PLACEHOLDERS[field]),
+    focused: editing && index === state.fieldIdx && !state.submitting,
+    size: "comfortable" as const,
+    backgroundColor: colors.panel,
+    textColor: colors.text,
+    placeholderColor: colors.textDim,
+    onMouseDown: () => state.focusField(index),
+  });
+
+  return (
+    <Box flexDirection="column" style={{ marginTop: ONBOARDING_DESKTOP.afterHeader }}>
+      <Box flexDirection="row" alignItems="flex-end" style={{ gap: 10 }}>
+        <Box flexGrow={1} minWidth={0}>
+          <TextField {...fieldProps("ticker", 0)} onChange={(value) => state.setField("ticker", value)} />
+        </Box>
+        <Box style={{ width: 96, flexShrink: 0 }}>
+          <NumberField {...fieldProps("shares", 1)} onChange={(value) => state.setField("shares", value)} />
+        </Box>
+        <Box style={{ width: 128, flexShrink: 0 }}>
+          <NumberField {...fieldProps("avgCost", 2)} onChange={(value) => state.setField("avgCost", value)} />
+        </Box>
+        <Box style={{ flexShrink: 0 }}>
+          <Button
+            label={state.submitting ? "Adding..." : "Add"}
+            variant="secondary"
+            height="26px"
+            disabled={state.submitting}
+            onPress={() => { void state.addPosition(); }}
+          />
+        </Box>
+      </Box>
+      <Box style={{ minHeight: 18, marginTop: 8 }}>
+        <PreviewLine preview={state.preview} error={state.error} />
+      </Box>
+      {state.positions.length > 0 ? (
+        <Box flexDirection="column" style={{ marginTop: 16, maxHeight: 200, overflowY: "auto" }}>
+          {state.positions.map((row) => (
+            <DesktopPositionRow key={row.symbol} row={row} onRemove={(symbol) => { void state.removePosition(symbol); }} />
+          ))}
+        </Box>
+      ) : null}
+    </Box>
+  );
+}
+
+function TuiFieldRow({
+  field,
+  index,
+  state,
+  inputRef,
+  editing,
+}: {
+  field: PositionFieldId;
+  index: number;
+  state: OnboardingPositionsState;
+  inputRef: RefObject<InputRenderable | null>;
+  editing: boolean;
+}) {
+  const colors = useThemeColors();
+  const active = editing && index === state.fieldIdx;
+  const value = state.draft[field];
+  const Field = field === "ticker" ? TextField : NumberField;
+  return (
+    <Box height={1} flexDirection="row">
+      <Box width={10} flexShrink={0}>
+        <Text fg={active ? colors.text : colors.textDim} attributes={active ? TextAttributes.BOLD : 0}>
+          {t(FIELD_LABELS[field])}
+        </Text>
+      </Box>
+      <Box width={14} flexShrink={0} onMouseDown={() => state.focusField(index)}>
+        {active ? (
+          <Field
+            inputRef={inputRef}
+            value={value}
+            placeholder={t(FIELD_PLACEHOLDERS[field])}
+            focused={!state.submitting}
+            backgroundColor={colors.panel}
+            textColor={colors.text}
+            placeholderColor={colors.textDim}
+            onChange={(next) => state.setField(field, next)}
+          />
+        ) : (
+          <Text fg={value ? colors.text : colors.textMuted}>{value || t(FIELD_PLACEHOLDERS[field])}</Text>
+        )}
+      </Box>
+      {field === "ticker" ? (
+        <Box flexGrow={1} minWidth={0} overflow="hidden" paddingLeft={1}>
+          <PreviewLine preview={state.preview} error={null} />
+        </Box>
+      ) : null}
+    </Box>
+  );
+}
+
+function TuiPositionsPanel({ state, inputRef, editing, shortcut, hasBrokers }: PositionsPanelProps) {
+  const colors = useThemeColors();
+  const rows = state.positions.slice(-4);
+  return (
+    <Box flexDirection="column" paddingX={2}>
+      {POSITION_FIELDS.map((field, index) => (
+        <TuiFieldRow key={field} field={field} index={index} state={state} inputRef={inputRef} editing={editing} />
+      ))}
+      <Box height={1} overflow="hidden">
+        {state.error ? (
+          <Text fg={colors.negative}>{state.error}</Text>
+        ) : state.submitting ? (
+          <Text fg={colors.textDim}>{t("adding...")}</Text>
+        ) : (
+          <Text fg={colors.textMuted}>
+            {editing
+              ? t("Enter: next field, then add.")
+              : state.positions.length > 0
+                ? tf("Enter continues · a adds another{broker}", { broker: hasBrokers ? t(" · b connects a broker") : "" })
+                : t("Enter to add a ticker.")}
+          </Text>
+        )}
+      </Box>
+      <Box height={1} />
+      <Box height={1} flexDirection="row" overflow="hidden">
+        <Text fg={colors.textDim} attributes={TextAttributes.BOLD}>
+          {tf("Positions ({count})", { count: state.positions.length })}
+        </Text>
+      </Box>
+      {rows.map((row) => (
+        <Box key={row.symbol} height={1} flexDirection="row" overflow="hidden">
+          <Box width={8} flexShrink={0}>
+            <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{row.symbol}</Text>
+          </Box>
+          <Box width={18} flexShrink={0} overflow="hidden">
+            <Text fg={colors.text}>{positionSummary(row)}</Text>
+          </Box>
+          <Box flexGrow={1} minWidth={0} overflow="hidden">
+            <Text fg={colors.textDim}>{row.value === null ? row.name : formatWholeCurrency(row.value, row.currency)}</Text>
+          </Box>
+        </Box>
+      ))}
+      <Box height={1} />
+      <Box height={1} overflow="hidden">
+        <Text fg={colors.textMuted}>{tf("Later: {shortcut}, then AP.", { shortcut })}</Text>
+      </Box>
+    </Box>
+  );
+}
+
+export interface PositionsPanelProps {
+  state: OnboardingPositionsState;
+  inputRef: RefObject<InputRenderable | null>;
+  editing: boolean;
+  /** Command bar shortcut in the host's notation, e.g. "Ctrl+K". */
+  shortcut: string;
+  hasBrokers: boolean;
+}
+
+export function PositionsPanel(props: PositionsPanelProps) {
+  const desktop = useUiHost().kind === "desktop-web";
+  return desktop ? <DesktopPositionsPanel {...props} /> : <TuiPositionsPanel {...props} />;
+}

package/src/components/onboarding/portfolio-step/types.ts

@@ -2,11 +2,17 @@ import type { RefObject } from "react";
 import type { InputRenderable } from "../../../ui";
 import type { BrokerConfigField } from "../../../types/broker";
 import type { ListViewItem } from "../../ui";
+import type { OnboardingPositionsState } from "../wizard-positions";
 
-export type PortfolioSub = "choose" | "broker-setup" | "broker-fields" | "broker-sync";
+/** `positions` is the manual entry form; the rest is the optional broker import. */
+export type PortfolioSub = "positions" | "choose" | "broker-setup" | "broker-fields" | "broker-sync";
 
 export interface PortfolioStepProps {
   sub: PortfolioSub;
+  positions: OnboardingPositionsState;
+  positionsInputRef: RefObject<InputRenderable | null>;
+  positionsEditing: boolean;
+  commandBarShortcut: string;
   choices: ListViewItem[];
   optionIdx: number;
   onOptionSelect: (idx: number) => void;

package/src/components/onboarding/wizard-account.ts

@@ -1,5 +1,6 @@
-import { useCallback, useRef, useState, type Dispatch, type SetStateAction } from "react";
+import { useCallback, useRef, useState } from "react";
 import { apiClient } from "../../api-client";
+import { t } from "../../i18n";
 import { debugLog } from "../../utils/debug-log";
 import {
   advanceAccountField,
@@ -17,7 +18,6 @@ const onboardingLog = debugLog.createLogger("onboarding");
 
 export interface OnboardingAccountState {
   accountSub: AccountSub;
-  accountChoiceIdx: number;
   accountEmail: string;
   accountPassword: string;
   accountFieldIdx: number;
@@ -25,14 +25,13 @@ export interface OnboardingAccountState {
   accountSubmitError: AccountSubmitError | null;
   accountValidationError: string | null;
   accountOutcome: AccountOutcome | null;
-  setAccountChoiceIdx: Dispatch<SetStateAction<number>>;
   setAccountEmail: (value: string) => void;
   setAccountPassword: (value: string) => void;
   focusAccountField: (index: 0 | 1) => void;
   beginAccountMode: (mode: AccountMode) => void;
   beginQrSignIn: () => void;
   completeQrSignIn: (email: string) => void;
-  returnToAccountChooser: () => void;
+  returnToAccountForm: () => void;
   switchToAccountLogin: () => void;
   submitAccountField: () => void;
   submitAccount: () => void;
@@ -56,8 +55,7 @@ export function useOnboardingAccount({
   // error the same keypress just produced.
   const emailRef = useRef("");
   const passwordRef = useRef("");
-  const [accountSub, setAccountSub] = useState<AccountSub>("choose");
-  const [accountChoiceIdx, setAccountChoiceIdx] = useState(0);
+  const [accountSub, setAccountSub] = useState<AccountSub>("signup");
   const [accountEmail, setAccountEmailValue] = useState("");
   const [accountPassword, setAccountPasswordValue] = useState("");
   const [accountFieldIdx, setAccountFieldIdx] = useState(0);
@@ -125,13 +123,14 @@ export function useOnboardingAccount({
     nextStep();
   }, [nextStep, resetAccountPassword]);
 
-  const returnToAccountChooser = useCallback(() => {
+  /** Back to the email form from QR or the login fall-through, ready to type. */
+  const returnToAccountForm = useCallback(() => {
     attemptRef.current += 1;
     clearErrors();
     setAccountSubmitting(false);
     setAccountFieldIdx(0);
-    setAccountSub("choose");
-    setEditingField(false);
+    setAccountSub("signup");
+    setEditingField(true);
   }, [clearErrors, setEditingField]);
 
   const switchToAccountLogin = useCallback(() => {
@@ -172,22 +171,45 @@ export function useOnboardingAccount({
     clearErrors();
 
     void (async () => {
+      let attemptedMode = mode;
       try {
-        await performEmailAuth(mode, email, password);
+        try {
+          await performEmailAuth(mode, email, password);
+        } catch (error) {
+          // One form serves new and returning accounts: an email that already
+          // exists is retried as a login with the same password before the
+          // user sees anything.
+          if (mode !== "signup" || classifyAccountError(error, mode).kind !== "switch-to-login") throw error;
+          if (attemptRef.current !== attemptId) return;
+          attemptedMode = "login";
+          await performEmailAuth("login", email, password);
+        }
 
         if (attemptRef.current !== attemptId) return;
-        onboardingLog.info("Onboarding account step completed", { mode });
+        onboardingLog.info("Onboarding account step completed", { mode: attemptedMode });
         setAccountSubmitting(false);
         resetAccountPassword();
-        setAccountOutcome({ mode, email });
+        setAccountOutcome({ mode: attemptedMode, email });
         setAccountSub("signed-in");
         nextStep();
       } catch (error) {
         if (attemptRef.current !== attemptId) return;
-        const submitError = classifyAccountError(error, mode);
-        onboardingLog.error("Onboarding account step failed", { mode, error: submitError.message });
+        const submitError = attemptedMode === "login" && mode === "signup"
+          ? {
+            kind: "retry" as const,
+            message: t("This email already has an account, and that password did not match."),
+          }
+          : classifyAccountError(error, attemptedMode);
+        onboardingLog.error("Onboarding account step failed", { mode: attemptedMode, error: submitError.message });
         setAccountSubmitting(false);
         setAccountSubmitError(submitError);
+        if (attemptedMode !== mode) {
+          // Stay on the same email, now clearly a login, with the password to redo.
+          resetAccountPassword();
+          setAccountFieldIdx(1);
+          setAccountSub("login");
+          setEditingField(true);
+        }
       }
     })();
   }, [accountEmail, accountPassword, accountSub, accountSubmitting, clearErrors, nextStep, resetAccountPassword, setEditingField]);
@@ -216,7 +238,7 @@ export function useOnboardingAccount({
   }, [accountEmail, accountFieldIdx, accountPassword, accountSub, setEditingField, submitAccount]);
 
   const syncExistingAccountSession = useCallback(() => {
-    if (accountSub !== "choose" || !apiClient.isSignedIn()) return;
+    if (accountSub === "signed-in" || !apiClient.isSignedIn()) return;
     const user = apiClient.getCurrentUser();
     setAccountOutcome((current) => current ?? {
       mode: "login",
@@ -227,7 +249,6 @@ export function useOnboardingAccount({
 
   return {
     accountSub,
-    accountChoiceIdx,
     accountEmail,
     accountPassword,
     accountFieldIdx,
@@ -235,14 +256,13 @@ export function useOnboardingAccount({
     accountSubmitError,
     accountValidationError,
     accountOutcome,
-    setAccountChoiceIdx,
     setAccountEmail,
     setAccountPassword,
     focusAccountField,
     beginAccountMode,
     beginQrSignIn,
     completeQrSignIn,
-    returnToAccountChooser,
+    returnToAccountForm,
     switchToAccountLogin,
     submitAccountField,
     submitAccount,

package/src/components/onboarding/wizard-model.test.ts

@@ -0,0 +1,67 @@
+import { describe, expect, test } from "bun:test";
+import { createDefaultConfig } from "../../types/config";
+import type { TickerRecord } from "../../types/ticker";
+import {
+  getOnboardingProgress,
+  listOnboardingPositions,
+  pickLargestBrokerPosition,
+  pickLargestPosition,
+} from "./wizard-model";
+
+function ticker(symbol: string, shares: number | null, avgCost = 100): TickerRecord {
+  return {
+    metadata: {
+      ticker: symbol,
+      name: `${symbol} Inc.`,
+      currency: "USD",
+      portfolios: ["main"],
+      watchlists: [],
+      positions: shares === null ? [] : [{ portfolio: "main", shares, avgCost, currency: "USD", broker: "manual" }],
+    },
+  } as unknown as TickerRecord;
+}
+
+describe("onboarding positions", () => {
+  test("values rows from the last quote and falls back to cost basis", () => {
+    const rows = listOnboardingPositions(
+      [ticker("AAPL", 10, 180), ticker("MSFT", 4, 400), ticker("NVDA", null)],
+      "main",
+      (symbol) => (symbol === "AAPL" ? { price: 300 } as never : null),
+    );
+    expect(rows.map((row) => [row.symbol, row.value])).toEqual([
+      ["AAPL", 3000],
+      ["MSFT", 1600],
+      ["NVDA", null],
+    ]);
+  });
+
+  test("opens the largest holding, and the first row when nothing is priced", () => {
+    const rows = listOnboardingPositions(
+      [ticker("AAPL", 10, 180), ticker("MSFT", 4, 400), ticker("NVDA", null)],
+      "main",
+      () => null,
+    );
+    expect(pickLargestPosition(rows)?.symbol).toBe("AAPL");
+    expect(pickLargestPosition(rows.filter((row) => row.shares === null))?.symbol).toBe("NVDA");
+    expect(pickLargestPosition([])).toBeNull();
+  });
+
+  test("ranks broker imports by cost basis and ignores rows without a symbol", () => {
+    expect(pickLargestBrokerPosition([
+      { ticker: "", exchange: "NASDAQ", shares: 500, avgCost: 500, currency: "USD" },
+      { ticker: "AAPL", exchange: "NASDAQ", shares: 7, avgCost: 180, currency: "USD" },
+      { ticker: "MSFT", exchange: "NASDAQ", shares: 4, avgCost: 400, currency: "USD" },
+    ])?.ticker).toBe("MSFT");
+  });
+
+  test("maps retired stages onto the surviving steps", () => {
+    const config = createDefaultConfig("/tmp/onboarding");
+    for (const [saved, expected] of [["welcome", "portfolio"], ["add-ticker", "portfolio"], ["verify", "upgrade"], ["ready", "ready"]] as const) {
+      expect(getOnboardingProgress({
+        ...config,
+        onboardingProgress: { version: 1, stage: saved, accountStatus: "signed-in" },
+      })).toMatchObject({ stage: expected, accountStatus: "signed-in" });
+    }
+    expect(getOnboardingProgress(config).stage).toBe("portfolio");
+  });
+});

package/src/components/onboarding/wizard-model.ts

@@ -1,8 +1,23 @@
-import type { BrokerAdapter } from "../../types/broker";
-import type { AppConfig, OnboardingProgress } from "../../types/config";
+import type { BrokerAdapter, BrokerPosition } from "../../types/broker";
+import type { AppConfig, OnboardingProgress, OnboardingStage } from "../../types/config";
+import type { Quote } from "../../types/financials";
+import type { TickerRecord } from "../../types/ticker";
+import { getManualPortfolioPosition } from "../../plugins/builtin/portfolio-list/mutations";
+
+/**
+ * Stages older builds persisted that the wizard no longer renders. A profile
+ * that was mid-flow when it upgraded lands on the closest surviving step.
+ */
+const LEGACY_STAGES: Partial<Record<OnboardingStage, OnboardingStage>> = {
+  welcome: "portfolio",
+  "add-ticker": "portfolio",
+  verify: "upgrade",
+};
 
 export function getOnboardingProgress(config: AppConfig): OnboardingProgress {
-  return config.onboardingProgress ?? { version: 1, stage: "welcome" };
+  const progress = config.onboardingProgress ?? { version: 1, stage: "portfolio" };
+  const stage = LEGACY_STAGES[progress.stage];
+  return stage ? { ...progress, stage } : progress;
 }
 
 export function withOnboardingProgress(
@@ -35,3 +50,84 @@ export function getConnectableBrokerOptions(brokers: Iterable<[string, BrokerAda
   }
   return options;
 }
+
+/** The manual portfolio onboarding writes into: the first one without a broker. */
+export function getOnboardingPortfolioId(config: AppConfig): string {
+  return config.portfolios.find((portfolio) => !portfolio.brokerInstanceId && !portfolio.brokerId)?.id ?? "main";
+}
+
+export interface OnboardingPositionRow {
+  symbol: string;
+  name: string;
+  currency: string;
+  /** Null for a company the user follows without holding it. */
+  shares: number | null;
+  avgCost: number | null;
+  /** Last quote seen for the symbol, when one has been fetched. */
+  price: number | null;
+  /** Shares times the last price (or average cost before a quote arrives). */
+  value: number | null;
+}
+
+/**
+ * Manual rows in the onboarding portfolio, oldest first. Quotes come from the
+ * app's financials map plus whatever the add step fetched, so a row shows a
+ * value as soon as either has priced it.
+ */
+export function listOnboardingPositions(
+  tickers: Iterable<TickerRecord>,
+  portfolioId: string,
+  quotes: (symbol: string) => Quote | null | undefined,
+): OnboardingPositionRow[] {
+  const rows: OnboardingPositionRow[] = [];
+  for (const ticker of tickers) {
+    if (!ticker.metadata.portfolios.includes(portfolioId)) continue;
+    const position = getManualPortfolioPosition(ticker, portfolioId);
+    const price = quotes(ticker.metadata.ticker)?.price;
+    const shares = position?.shares ?? null;
+    const avgCost = position?.avgCost ?? null;
+    const basis = typeof price === "number" && Number.isFinite(price) ? price : avgCost;
+    rows.push({
+      symbol: ticker.metadata.ticker,
+      name: ticker.metadata.name || "",
+      currency: position?.currency ?? ticker.metadata.currency ?? "USD",
+      shares,
+      avgCost,
+      price: typeof price === "number" && Number.isFinite(price) ? price : null,
+      value: shares !== null && basis !== null ? shares * basis : null,
+    });
+  }
+  return rows;
+}
+
+/**
+ * The company the workspace opens on: the largest holding by value, then the
+ * largest by share count when nothing is priced, then the first row added.
+ */
+export function pickLargestPosition(rows: readonly OnboardingPositionRow[]): OnboardingPositionRow | null {
+  if (rows.length === 0) return null;
+  let best = rows[0]!;
+  for (const row of rows.slice(1)) {
+    if ((row.value ?? -1) > (best.value ?? -1)) {
+      best = row;
+    } else if (row.value === null && best.value === null && (row.shares ?? -1) > (best.shares ?? -1)) {
+      best = row;
+    }
+  }
+  return best;
+}
+
+/** Same rule for a broker import, where every position carries its own cost basis. */
+export function pickLargestBrokerPosition(positions: readonly BrokerPosition[]): BrokerPosition | null {
+  let best: BrokerPosition | null = null;
+  let bestValue = -1;
+  for (const position of positions) {
+    if (!position.ticker) continue;
+    const value = Math.abs((position.shares ?? 0) * (position.avgCost ?? 0));
+    if (!best || value > bestValue) {
+      best = position;
+      bestValue = value;
+    }
+  }
+  return best;
+}