gloomberb 0.13.3 → 0.14.0

package/src/plugins/builtin/portfolio-list/pane/index.test.tsx

@@ -1,13 +1,15 @@
-import { afterEach, describe, expect, test } from "bun:test";
+import { afterEach, describe, expect, spyOn, test } from "bun:test";
 import { existsSync, rmSync } from "fs";
 import { tmpdir } from "os";
 import { join } from "path";
 import { act, useReducer } from "react";
+import { Box } from "../../../../ui";
+import { PaneFooterProvider, PaneFooterBar } from "../../../../components/layout/pane/footer";
 import type { ReactElement } from "react";
 import { testRender } from "../../../../renderers/opentui/test-utils";
 import { AppPersistence } from "../../../../data/app-persistence";
 import { TickerRepository } from "../../../../data/ticker-repository";
-import { AppContext, appReducer, createInitialState, PaneInstanceProvider, type AppAction } from "../../../../state/app/context";
+import { appReducer, createInitialState, type AppAction } from "../../../../state/app/context";
 import { AssetDataRouter } from "../../../../sources/provider-router";
 import {
   cloneLayout,
@@ -23,11 +25,11 @@ import type { TickerRecord } from "../../../../types/ticker";
 import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "../../../../market-data/coordinator";
 import { instrumentFromTicker } from "../../../../market-data/request-types";
 import { createTestPluginRuntime } from "../../../../test-support/plugin-runtime";
-import { PluginRenderProvider, type PluginRuntimeAccess } from "../../../runtime";
+import { createTestDataProvider } from "../../../../test-support/data-provider";
+import type { PluginRuntimeAccess } from "../../../runtime";
 import { PluginRegistry, setSharedMarketDataForTests, setSharedRegistryForTests } from "../../../registry";
-import type { BrokerAdapter } from "../../../../types/broker";
-import { colors } from "../../../../theme/colors";
 import { portfolioListModule } from "..";
+import { TestPaneProvider, createTestTicker, createTestPaneConfig } from "../../../../test-support/pane";
 
 const TEST_PANE_ID = "portfolio-list:test";
 
@@ -35,6 +37,7 @@ let testSetup: Awaited<ReturnType<typeof testRender>> | undefined;
 let harnessDispatch: React.Dispatch<AppAction> | null = null;
 let sharedCoordinator: MarketDataCoordinator | null = null;
 let harnessState: ReturnType<typeof createInitialState> | null = null;
+let quoteClock: ReturnType<typeof spyOn> | undefined;
 const tempPaths: string[] = [];
 const tempPersistences: AppPersistence[] = [];
 
@@ -66,39 +69,30 @@ function createTempDbPath(name: string): string {
 }
 
 function makeTicker(overrides: Partial<TickerRecord["metadata"]> = {}): TickerRecord {
-  return {
-    metadata: {
-      ticker: "AAPL",
-      exchange: "NASDAQ",
-      currency: "USD",
-      name: "Apple",
-      portfolios: ["broker:ibkr-flex:DU12345", "broker:ibkr-live:DU12345"],
-      watchlists: [],
-      positions: [
-        {
-          portfolio: "broker:ibkr-flex:DU12345",
-          shares: 10,
-          avgCost: 100,
-          currency: "USD",
-          broker: "ibkr",
-          brokerInstanceId: "ibkr-flex",
-          brokerAccountId: "DU12345",
-        },
-        {
-          portfolio: "broker:ibkr-live:DU12345",
-          shares: 10,
-          avgCost: 100,
-          currency: "USD",
-          broker: "ibkr",
-          brokerInstanceId: "ibkr-live",
-          brokerAccountId: "DU12345",
-        },
-      ],
-      custom: {},
-      tags: [],
-      ...overrides,
-    },
-  };
+  return createTestTicker("AAPL", "Apple", {
+    portfolios: ["broker:ibkr-flex:DU12345", "broker:ibkr-live:DU12345"],
+    positions: [
+      {
+        portfolio: "broker:ibkr-flex:DU12345",
+        shares: 10,
+        avgCost: 100,
+        currency: "USD",
+        broker: "ibkr",
+        brokerInstanceId: "ibkr-flex",
+        brokerAccountId: "DU12345",
+      },
+      {
+        portfolio: "broker:ibkr-live:DU12345",
+        shares: 10,
+        avgCost: 100,
+        currency: "USD",
+        broker: "ibkr",
+        brokerInstanceId: "ibkr-live",
+        brokerAccountId: "DU12345",
+      },
+    ],
+    ...overrides
+  });
 }
 
 function makeQuote(overrides: Partial<Quote> = {}): Quote {
@@ -121,18 +115,12 @@ function makeQuote(overrides: Partial<Quote> = {}): Quote {
 }
 
 function createPortfolioConfig(portfolioId: string, brokerInstances: BrokerInstanceConfig[] = []): AppConfig {
-  const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
-  const layout: LayoutConfig = {
-    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
-    instances: [{
-      instanceId: TEST_PANE_ID,
-      paneId: "portfolio-list",
-      binding: { kind: "none" as const },
-      params: { collectionId: portfolioId },
-    }],
-    floating: [],
-    detached: [],
-  };
+  const config = createTestPaneConfig("/tmp/gloomberb-portfolio-list", {
+    instanceId: TEST_PANE_ID,
+    paneId: "portfolio-list",
+    binding: { kind: "none" },
+    params: { collectionId: portfolioId },
+  });
 
   return {
     ...config,
@@ -148,8 +136,6 @@ function createPortfolioConfig(portfolioId: string, brokerInstances: BrokerInsta
         brokerAccountId: "DU12345",
       },
     ],
-    layout,
-    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
   };
 }
 
@@ -170,24 +156,12 @@ function createPortfolioConfigWithColumns(
 }
 
 function createManualCollectionConfig(collectionId: string): AppConfig {
-  const config = createDefaultConfig("/tmp/gloomberb-portfolio-list");
-  const layout: LayoutConfig = {
-    dockRoot: { kind: "pane" as const, instanceId: TEST_PANE_ID },
-    instances: [{
-      instanceId: TEST_PANE_ID,
-      paneId: "portfolio-list",
-      binding: { kind: "none" as const },
-      params: { collectionId },
-    }],
-    floating: [],
-    detached: [],
-  };
-
-  return {
-    ...config,
-    layout,
-    layouts: [{ name: "Default", layout: cloneLayout(layout) }],
-  };
+  return createTestPaneConfig("/tmp/gloomberb-portfolio-list", {
+    instanceId: TEST_PANE_ID,
+    paneId: "portfolio-list",
+    binding: { kind: "none" },
+    params: { collectionId },
+  });
 }
 
 function installQuickAddRegistry(provider: DataProvider): PluginRegistry {
@@ -279,6 +253,7 @@ function PortfolioHarness({
   stateMutator,
   runtime = createTestPluginRuntime(),
   paneHeight = 24,
+  paneWidth = 100,
   paneFocused = true,
 }: {
   config: AppConfig;
@@ -291,6 +266,7 @@ function PortfolioHarness({
   stateMutator?: (state: ReturnType<typeof createInitialState>) => void;
   runtime?: PluginRuntimeAccess;
   paneHeight?: number;
+  paneWidth?: number;
   paneFocused?: boolean;
 }) {
   const initialState = createPortfolioState(config, collectionId, expanded, {
@@ -305,19 +281,15 @@ function PortfolioHarness({
   harnessState = state;
 
   return (
-    <AppContext value={{ state, dispatch }}>
-      <PaneInstanceProvider paneId={TEST_PANE_ID}>
-        <PluginRenderProvider pluginId="portfolio" runtime={runtime}>
-          <PortfolioPane
-            paneId={TEST_PANE_ID}
-            paneType="portfolio-list"
-            focused={paneFocused}
-            width={100}
-            height={paneHeight}
-          />
-        </PluginRenderProvider>
-      </PaneInstanceProvider>
-    </AppContext>
+    <TestPaneProvider state={state} dispatch={dispatch} paneId={TEST_PANE_ID} pluginId="portfolio" runtime={runtime}>
+      <PortfolioPane
+        paneId={TEST_PANE_ID}
+        paneType="portfolio-list"
+        focused={paneFocused}
+        width={paneWidth}
+        height={paneHeight}
+      />
+    </TestPaneProvider>
   );
 }
 
@@ -331,13 +303,26 @@ async function flushFrame() {
   });
 }
 
+// Answers for the fixture rows repeat what their cache was primed with, so a
+// snapshot the pane warms for a row near the cursor cannot reorder the list;
+// only SIVE, the row under test, has a quote the cache lacks.
 function makeSortWarmupQuote(symbol: string): Quote {
+  if (symbol === "SIVE") {
+    return makeQuote({
+      symbol,
+      price: 46.7,
+      change: -9.6,
+      changePercent: -17.05,
+      previousClose: 56.3,
+      listingExchangeName: "NASDAQ",
+    });
+  }
+  const index = Number(symbol.replace(/^T/, ""));
   return makeQuote({
     symbol,
-    price: symbol === "SIVE" ? 46.7 : 100,
-    change: symbol === "SIVE" ? -9.6 : 0,
-    changePercent: symbol === "SIVE" ? -17.05 : 0,
-    previousClose: symbol === "SIVE" ? 56.3 : 100,
+    price: 100 + index,
+    change: index,
+    changePercent: index,
     listingExchangeName: "NASDAQ",
   });
 }
@@ -371,6 +356,9 @@ function makeSortWarmupBrokerTicker(portfolioId: string, symbol: string, index:
 }
 
 async function renderHiddenChangePctSortWarmup(options: { staleCachedSiveSnapshot?: boolean } = {}) {
+  // Sorting fixtures have regular-session prices; keep them usable regardless
+  // of the wall-clock session so only the hidden row needs a refresh.
+  quoteClock = spyOn(Date, "now").mockReturnValue(Date.parse("2026-09-14T18:00:00Z"));
   const portfolioId = "broker:ibkr-live:DU12345";
   const config = createPortfolioConfigWithColumns(
     portfolioId,
@@ -413,6 +401,13 @@ async function renderHiddenChangePctSortWarmup(options: { staleCachedSiveSnapsho
   setSharedMarketDataCoordinator(sharedCoordinator);
 
   const tickers = Array.from({ length: 29 }, (_, index) => makeSortWarmupBrokerTicker(portfolioId, `T${String(index).padStart(2, "0")}`, index));
+  sharedCoordinator.primeCachedFinancials(tickers.map((ticker, index) => ({
+    instrument: instrumentFromTicker(ticker, ticker.metadata.ticker, { portfolioId })!,
+    financials: {
+      annualStatements: [], quarterlyStatements: [], priceHistory: [],
+      quote: makeQuote({ symbol: ticker.metadata.ticker, price: 100 + index, change: index, changePercent: index, listingExchangeName: "NASDAQ" }),
+    },
+  })));
   const sive = makeSortWarmupBrokerTicker(portfolioId, "SIVE", 29);
   if (options.staleCachedSiveSnapshot) {
     const siveInstrument = instrumentFromTicker(sive, "SIVE", { portfolioId });
@@ -499,9 +494,43 @@ afterEach(async () => {
   for (const path of tempPaths.splice(0)) {
     if (existsSync(path)) rmSync(path, { force: true });
   }
+  quoteClock?.mockRestore();
+  quoteClock = undefined;
 });
 
 describe("PortfolioListPane cash and margin UI", () => {
+  for (const source of ["unknown currency", "CAD", "missing cash"] as const) {
+    test(`cash drawer and footer preserve account units and missing values (${source})`, async () => {
+      const portfolioId = "broker:ibkr-flex:DU12345";
+      const requested: string[] = [];
+      sharedCoordinator = new MarketDataCoordinator(createTestDataProvider({
+        getQuote: async () => null,
+        getExchangeRate: async (currency) => { requested.push(currency); return 0.75; },
+      }));
+      setSharedMarketDataCoordinator(sharedCoordinator);
+      const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
+      config.baseCurrency = "USD";
+      await act(async () => {
+        testSetup = await testRender(<PaneFooterProvider>{(footer) => <Box flexDirection="column">
+          <PortfolioHarness config={config} collectionId={portfolioId} paneHeight={23}
+            paneWidth={160} brokerAccounts={{ "ibkr-flex": [{
+              accountId: "DU12345", name: "Fixture", source: "flex",
+              currency: source === "unknown currency" ? undefined : "CAD",
+              netLiquidation: 20000, totalCashValue: source === "missing cash" ? undefined : 18000,
+            }] }} />
+          <PaneFooterBar footer={footer} focused width={160} />
+        </Box>}</PaneFooterProvider>, { width: 160, height: 24 });
+      });
+      for (let index = 0; index < 6; index++) await flushFrame();
+      const frame = testSetup!.captureCharFrame();
+      expect(frame).toContain(source === "unknown currency" ? "Net Liq —" : "Net Liq 15k");
+      expect(frame).toContain(source === "CAD" ? "Cash 13.5k" : "Cash —");
+      expect(frame).not.toContain("Cash 0");
+      if (source !== "unknown currency") expect(requested).toContain("CAD");
+      else expect(frame).toContain("FX unavailable");
+    });
+  }
+
   test("opens the selected ticker on a second row click", async () => {
     const portfolioId = "broker:ibkr-flex:DU12345";
     const config = createPortfolioConfig(portfolioId, [createBrokerInstance("flex")]);
@@ -793,6 +822,34 @@ describe("PortfolioListPane cash and margin UI", () => {
     expect(frame).not.toContain("$137.50");
   });
 
+  for (const width of [80, 120]) {
+    test(`keeps unknown imported cost and broker profit distinct until cost recovery at ${width} columns`, async () => {
+      const portfolioId = "cost-review";
+      const config = createPortfolioConfigWithColumns(portfolioId, ["ticker", "avg_cost", "mkt_value", "pnl", "pnl_pct"]);
+      const imported = makeTicker({ portfolios: [portfolioId], positions: [{
+        portfolio: portfolioId, shares: 10, currency: "USD", broker: "demo", unrealizedPnl: 200,
+      }] });
+      testSetup = await testRender(<PaneFooterProvider>{footer => <Box flexDirection="column">
+        <PortfolioHarness config={config} collectionId={portfolioId}
+          ticker={imported} quote={makeQuote({ price: 120 })} paneWidth={width} paneHeight={15} />
+        <PaneFooterBar footer={footer} focused width={width} />
+      </Box>}</PaneFooterProvider>, { width, height: 16 });
+      await flushFrame();
+      const before = testSetup.captureCharFrame();
+      expect(before).toContain("Cost unavailable");
+      expect(before).toMatch(/AAPL\s+—\s+1\.2k\s+\+200\s+—/);
+      expect(before).not.toContain("NaN");
+      const corrected = { ...imported, metadata: { ...imported.metadata,
+        positions: [{ ...imported.metadata.positions[0]!, avgCost: 100 }],
+      } };
+      await act(async () => { harnessDispatch!({ type: "UPDATE_TICKER", ticker: corrected }); });
+      await flushFrame();
+      const after = testSetup.captureCharFrame();
+      expect(after).not.toContain("Cost unavailable");
+      expect(after).toMatch(/AAPL\s+100\s+1\.2k\s+\+200\s+\+20\.00%/);
+    });
+  }
+
   test("shows broker market value and pnl before snapshot warmup", async () => {
     const portfolioId = "broker:ibkr-flex:DU12345";
     const config = createPortfolioConfigWithColumns(
@@ -1240,6 +1297,7 @@ describe("PortfolioListPane cash and margin UI", () => {
   });
 
   test("shows cached market cap on reopen for broker-linked rows", async () => {
+    quoteClock = spyOn(Date, "now").mockReturnValue(Date.parse("2026-09-14T18:00:00Z"));
     const dbPath = createTempDbPath("cached-reopen-market-cap");
     const persistence = new AppPersistence(dbPath);
     const instrument = {
@@ -1406,6 +1464,8 @@ describe("PortfolioListPane cash and margin UI", () => {
   });
 
   test("updates a non-selected broker-linked row from streamed quotes", async () => {
+    let observationNow = Date.parse("2026-09-14T11:00:00Z");
+    quoteClock = spyOn(Date, "now").mockImplementation(() => observationNow);
     const config = createPortfolioConfigWithColumns(
       "broker:ibkr-live:DU12345",
       ["ticker", "price", "change_pct", "latency"],
@@ -1443,6 +1503,8 @@ describe("PortfolioListPane cash and margin UI", () => {
             change: 2,
             changePercent: 0.64,
             previousClose: 313,
+            marketState: "PRE",
+            preMarketPrice: 315,
             name: "Microsoft",
           }),
         };
@@ -1465,6 +1527,8 @@ describe("PortfolioListPane cash and margin UI", () => {
             change: 2,
             changePercent: 0.64,
             previousClose: 313,
+            marketState: "PRE",
+            preMarketPrice: 315,
             name: "Microsoft",
           });
       },
@@ -1538,6 +1602,7 @@ describe("PortfolioListPane cash and margin UI", () => {
     });
     await flushFrame();
 
+    observationNow += 1_000;
     await act(async () => {
       streamed?.(
         {
@@ -1566,7 +1631,7 @@ describe("PortfolioListPane cash and margin UI", () => {
           preMarketPrice: 126.5,
           preMarketChange: 6.5,
           preMarketChangePercent: 5.41,
-          lastUpdated: Date.now() + 1_000,
+          lastUpdated: Date.now(),
         }),
       );
       await Promise.resolve();

package/src/plugins/builtin/portfolio-list/pane/index.tsx

@@ -1,13 +1,17 @@
 import { Box } from "../../../../ui";
+import { colors } from "../../../../theme/colors";
+import { describeFundamentalMarketCap, selectMarketCapitalization } from "../../../../utils/market-capitalization";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import {
   Tabs,
   usePaneFooter,
+  usePaneNoticeFooter,
   type DataTableKeyEvent,
   type TickerListVisibleRange,
 } from "../../../../components";
 import { useTickerSourceActivate } from "../../shared/ticker-source";
 import { useFxRatesMap, useTickerFinancialsMap } from "../../../../market-data/hooks";
+import { buildPortfolioFinancialsMap } from "../../../../market-data/portfolio-financials";
 import { useAppActive } from "../../../../state/app/activity";
 import {
   useAppSelector,
@@ -16,10 +20,14 @@ import {
   usePaneSettingValue,
   usePaneStateValue,
   type CollectionSortPreference,
+  usePaneAppConfig,
 } from "../../../../state/app/context";
 import { selectEffectiveExchangeRates } from "../../../../utils/exchange-rate-map";
+import { summarizeFxRates, fxStatusLabel } from "../../../../utils/fx-status";
+import { getSharedMarketDataCoordinator } from "../../../../market-data/coordinator";
 import type { TickerRecord } from "../../../../types/ticker";
 import type { PaneProps } from "../../../../types/plugin";
+import type { InstrumentRef } from "../../../../market-data/request-types";
 import { calculatePortfolioSummaryTotals, resolveCollectionSortPreference, type ColumnContext } from "../metrics";
 import {
   PortfolioCashMarginDrawer,
@@ -39,6 +47,7 @@ import { useQuoteFlashMap } from "../../../../components/quote-flash";
 import { PortfolioTickerTable } from "../table";
 import { PortfolioGrid } from "../grid";
 import { useThrottledCursorSymbol } from "../use-throttled-cursor-symbol";
+import { useCursorNeighborPrefetch } from "../use-cursor-neighbor-prefetch";
 import { isManualPortfolio } from "../mutations";
 import { QuickAddTickerInput, type QuickAddCollectionKind } from "../quick-add";
 import {
@@ -57,7 +66,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   const activateTicker = useTickerSourceActivate();
   const paneInstance = usePaneInstance();
   const appActive = useAppActive();
-  const config = useAppSelector((state) => state.config);
+  const config = usePaneAppConfig();
   const tickersBySymbol = useAppSelector((state) => state.tickers);
   const cachedFinancials = useAppSelector((state) => state.financials);
   const cachedExchangeRates = useAppSelector((state) => state.exchangeRates);
@@ -113,13 +122,10 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     portfolioId: isPortfolioTab ? activeCollectionId : undefined,
   }), [activeCollectionId, isPortfolioTab]);
   const marketFinancialsMap = useTickerFinancialsMap(tickers, financialsInstrumentOptions);
-  const financialsMap = useMemo(() => {
-    const merged = new Map(cachedFinancials);
-    for (const [symbol, financials] of marketFinancialsMap) {
-      merged.set(symbol, financials);
-    }
-    return merged;
-  }, [cachedFinancials, marketFinancialsMap]);
+  const financialsMap = useMemo(
+    () => buildPortfolioFinancialsMap(tickers, cachedFinancials, marketFinancialsMap, financialsInstrumentOptions),
+    [tickers, cachedFinancials, marketFinancialsMap, financialsInstrumentOptions],
+  );
   const valueFlashingEnabled = useAppSelector((state) => state.config.valueFlashingEnabled);
   const flashSymbols = useQuoteFlashMap(financialsMap, valueFlashingEnabled);
 
@@ -141,6 +147,9 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   );
   const fetchedExchangeRates = useFxRatesMap(trackedCurrencies);
   const effectiveExchangeRates = selectEffectiveExchangeRates(fetchedExchangeRates, cachedExchangeRates);
+  const conversionCurrencies = trackedCurrencies.some((currency) => currency !== config.baseCurrency) ? trackedCurrencies : [];
+  const fxStatus = summarizeFxRates(conversionCurrencies, effectiveExchangeRates, (currency) => getSharedMarketDataCoordinator()?.getFxEntry(currency));
+  const fxStatusText = fxStatusLabel(fxStatus);
   const portfolioSummaryTotals = useMemo(() => calculatePortfolioSummaryTotals(
     tickers,
     financialsMap,
@@ -196,6 +205,20 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   const selectedIdx = sortedTickers.findIndex((ticker) => ticker.metadata.ticker === cursorSymbol);
   const safeSelectedIdx = selectedIdx >= 0 ? selectedIdx : 0;
 
+  const prefetchInstrument = useCallback((instrument: InstrumentRef) => {
+    getSharedMarketDataCoordinator()?.warmTickerGaps(instrument);
+  }, []);
+  const noteCursorForPrefetch = useCursorNeighborPrefetch({
+    tickers: sortedTickers,
+    cursorSymbol,
+    portfolioId: financialsInstrumentOptions.portfolioId,
+    enabled: appActive,
+    prefetch: prefetchInstrument,
+  });
+  const handleCursorChange = useCallback((ticker: TickerRecord) => {
+    noteCursorForPrefetch(ticker.metadata.ticker);
+  }, [noteCursorForPrefetch]);
+
   const showCashDrawer = !paneSettings.hideCash && !!(isPortfolioTab && currentPortfolio?.brokerInstanceId && accountState);
   const requestedDrawerHeight = showCashDrawer
     ? (cashDrawerExpanded ? Math.min(6, Math.max(3, 2 + accountState.visibleCashBalances.length)) : 1)
@@ -377,7 +400,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   ]);
 
   usePaneFooter("portfolio-list", () => ({
-    info: summaryFooterInfo,
+    info: fxStatusText ? [...summaryFooterInfo, { id: "fx", parts: [{ text: `FX ${fxStatusText}`, tone: fxStatus.stale || fxStatus.unknownTime || fxStatus.unavailable ? "warning" as const : "muted" as const }] }] : summaryFooterInfo,
     hints: showCashDrawer
       ? [{
           id: "cash",
@@ -386,7 +409,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
           onPress: () => setCashDrawerExpanded(!cashDrawerExpanded),
         }]
       : [],
-  }), [cashDrawerExpanded, setCashDrawerExpanded, showCashDrawer, summaryFooterInfo]);
+  }), [cashDrawerExpanded, setCashDrawerExpanded, showCashDrawer, summaryFooterInfo, fxStatusText]);
 
   const quickAddCollectionKind = useMemo<QuickAddCollectionKind | null>(() => {
     if (!activeCollectionId) return null;
@@ -399,6 +422,15 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   }, [activeCollectionId, config, currentPortfolio]);
   const showQuickAdd = !!(activeCollectionId && activeCollectionEntry && quickAddCollectionKind);
   const quickAddHeight = showQuickAdd ? 1 : 0;
+  const selectedFinancials = cursorSymbol ? financialsMap.get(cursorSymbol) : undefined;
+  const selectedCap = selectMarketCapitalization(selectedFinancials?.quote, selectedFinancials?.fundamentals);
+  const capNotice = viewMode === "table" && columns.some((column) => column.id === "market_cap") && selectedCap?.provenance.kind === "fundamentals"
+    ? `${cursorSymbol} market cap: ${describeFundamentalMarketCap(selectedCap.provenance)}.` : undefined;
+  usePaneNoticeFooter({
+    registrationId: "portfolio-list-notices",
+    notices: capNotice ? [capNotice] : [],
+    focused: focused && !quickAddFocused,
+  });
   const contentHeight = Math.max(1, height - headerHeight - drawerHeight - quickAddHeight);
   const quickAddRow = activeCollectionId && activeCollectionEntry && quickAddCollectionKind ? (
     <QuickAddTickerInput
@@ -440,6 +472,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
           sortedTickers={sortedTickers}
           cursorSymbol={cursorSymbol}
           setCursorSymbol={setCursorSymbol}
+          onCursorChange={handleCursorChange}
           financialsMap={financialsMap}
           columnContext={columnContext}
           flashSymbols={flashSymbols}

package/src/plugins/builtin/portfolio-list/pane/streaming.ts

@@ -49,10 +49,17 @@ export function usePortfolioPaneStreaming({
   const mountedRef = useRef(true);
   const warmupInFlightRef = useRef(new Set<string>());
   const warmupAttemptRef = useRef(new Map<string, number>());
+  // The scheduled warmup batch, keyed by what it will fetch. Quote ticks and
+  // prefetches replace the financials map many times a second; a batch that
+  // still fetches the same rows keeps its timer instead of restarting it, or
+  // it would never fire while the tape is busy.
+  const pendingWarmupRef = useRef<{ key: string; timeoutId: ReturnType<typeof setTimeout> } | null>(null);
 
   useEffect(() => {
     return () => {
       mountedRef.current = false;
+      if (pendingWarmupRef.current) clearTimeout(pendingWarmupRef.current.timeoutId);
+      pendingWarmupRef.current = null;
     };
   }, []);
 
@@ -161,9 +168,18 @@ export function usePortfolioPaneStreaming({
     }
     const limitedQuoteSnapshotQueue = quoteSnapshotQueue.slice(0, SORT_QUOTE_WARMUP_BATCH_LIMIT);
     const limitedSnapshotQueue = snapshotQueue.slice(0, VISIBLE_SNAPSHOT_WARMUP_BATCH_LIMIT);
-    if (quoteQueue.length === 0 && limitedQuoteSnapshotQueue.length === 0 && limitedSnapshotQueue.length === 0) return;
+    if (quoteQueue.length === 0 && limitedQuoteSnapshotQueue.length === 0 && limitedSnapshotQueue.length === 0) {
+      if (pendingWarmupRef.current) clearTimeout(pendingWarmupRef.current.timeoutId);
+      pendingWarmupRef.current = null;
+      return;
+    }
+    const batchKey = [
+      ...quoteQueue.map((ticker) => `q:${ticker.metadata.ticker}`),
+      ...limitedQuoteSnapshotQueue.map((ticker) => `f:${ticker.metadata.ticker}`),
+      ...limitedSnapshotQueue.map((ticker) => `s:${ticker.metadata.ticker}`),
+    ].join("|");
+    if (pendingWarmupRef.current?.key === batchKey) return;
 
-    let cancelled = false;
     const runBatch = async (): Promise<void> => {
       const quoteEntries = quoteQueue.flatMap((ticker) => {
         const instrument = instrumentFromTicker(ticker, ticker.metadata.ticker, instrumentOptions);
@@ -211,14 +227,12 @@ export function usePortfolioPaneStreaming({
       }
     };
 
+    if (pendingWarmupRef.current) clearTimeout(pendingWarmupRef.current.timeoutId);
     const timeoutId = setTimeout(() => {
-      if (!cancelled && mountedRef.current) void runBatch();
+      pendingWarmupRef.current = null;
+      if (mountedRef.current) void runBatch();
     }, VISIBLE_FINANCIAL_WARMUP_DELAY_MS);
-
-    return () => {
-      cancelled = true;
-      clearTimeout(timeoutId);
-    };
+    pendingWarmupRef.current = { key: batchKey, timeoutId };
   }, [activeSort, appActive, financialsMap, instrumentOptions, liveStreaming, sharedCoordinator, sortedTickers, streamWindow, visibleFinancialTickers, visibleWarmupRequirements]);
 
   useEffect(() => {