gloomberb 0.7.1 → 0.7.3

package/src/plugins/builtin/holders/index.tsx

@@ -11,9 +11,11 @@ import {
 } from "../../../components";
 import { useShortcut } from "../../../react/input";
 import { blendHex, colors, priceColor } from "../../../theme/colors";
+import { higherContrast } from "../../../theme/color-utils";
 import type { HolderData, HolderRecord } from "../../../types/financials";
 import type { GloomPlugin } from "../../../types/plugin";
 import { formatCompact, formatPercent, formatPercentRaw, padTo } from "../../../utils/format";
+import { isPlainKey } from "../../../utils/keyboard";
 import { useAssetData, usePluginPaneState } from "../../plugin-runtime";
 import { createTickerSurfacePaneTemplate } from "../ticker-surface";
 
@@ -445,6 +447,14 @@ function desktopTileColor(row: HolderRow): string {
   return blendHex(colors.panel, row.changePercent > 0 ? colors.positive : colors.negative, intensity);
 }
 
+function tileTextColor(backgroundColor: string): string {
+  return higherContrast(
+    higherContrast(colors.text, colors.textBright, backgroundColor),
+    colors.selectedText,
+    backgroundColor,
+  );
+}
+
 function Tile({ tile, selected, currency, marketCap, onSelect }: {
   tile: TileLayout;
   selected: boolean;
@@ -455,7 +465,8 @@ function Tile({ tile, selected, currency, marketCap, onSelect }: {
   const renderWidth = Math.max(1, tile.width - (tile.width > 2 ? 1 : 0));
   const renderHeight = Math.max(1, tile.height - (tile.height > 2 ? 1 : 0));
   const innerWidth = Math.max(1, renderWidth - 1);
-  const textColor = "#ffffff";
+  const backgroundColor = selected ? colors.selected : tileColor(tile.row);
+  const textColor = tileTextColor(backgroundColor);
   const attributes = selected ? TextAttributes.BOLD : TextAttributes.NONE;
   const label = tile.row.name;
   const amount = tile.row.value != null
@@ -471,7 +482,7 @@ function Tile({ tile, selected, currency, marketCap, onSelect }: {
       top={tile.y}
       width={renderWidth}
       height={renderHeight}
-      backgroundColor={selected ? colors.selected : tileColor(tile.row)}
+      backgroundColor={backgroundColor}
       onMouseDown={(event: PreventableMouseEvent) => {
         event.preventDefault();
         onSelect();
@@ -516,6 +527,7 @@ function DesktopTile({ tile, chartWidth, chartHeight, selected, hovered, currenc
   const canShowLabel = tile.width >= 4 && tile.height >= 1.4;
   const isTiny = tile.width < 5 || tile.height < 2;
   const backgroundColor = desktopTileColor(tile.row);
+  const textColor = tileTextColor(backgroundColor);
   const style: CSSProperties = {
     position: "absolute",
     left: `calc(${pct(tile.x, chartWidth)} + 1px)`,
@@ -531,14 +543,14 @@ function DesktopTile({ tile, chartWidth, chartHeight, selected, hovered, currenc
       ? `1px solid ${colors.textBright}`
       : hovered
         ? `1px solid ${blendHex(colors.textBright, backgroundColor, 0.55)}`
-        : "1px solid rgba(255,255,255,0.11)",
+        : `1px solid ${blendHex(backgroundColor, colors.textBright, 0.11)}`,
     boxShadow: selected
-      ? "inset 0 0 0 1px rgba(255,255,255,0.55)"
+      ? `inset 0 0 0 1px ${blendHex(backgroundColor, colors.textBright, 0.55)}`
       : hovered
-        ? "inset 0 0 0 1px rgba(255,255,255,0.18)"
+        ? `inset 0 0 0 1px ${blendHex(backgroundColor, colors.textBright, 0.18)}`
         : "none",
     backgroundColor,
-    color: "#ffffff",
+    color: textColor,
     display: "flex",
     flexDirection: "column",
     alignItems: "stretch",
@@ -557,7 +569,7 @@ function DesktopTile({ tile, chartWidth, chartHeight, selected, hovered, currenc
     whiteSpace: "nowrap",
     lineHeight: 1.1,
     letterSpacing: 0,
-    textShadow: "0 1px 1px rgba(0,0,0,0.35)",
+    textShadow: `0 1px 1px ${blendHex(backgroundColor, colors.bg, 0.35)}`,
   };
 
   return (
@@ -573,7 +585,7 @@ function DesktopTile({ tile, chartWidth, chartHeight, selected, hovered, currenc
     >
       {canShowLabel && (
         <Text
-          fg="#ffffff"
+          fg={textColor}
           attributes={selected ? TextAttributes.BOLD : TextAttributes.NONE}
           style={{
             ...textStyle,
@@ -586,10 +598,10 @@ function DesktopTile({ tile, chartWidth, chartHeight, selected, hovered, currenc
       )}
       {canShowDetails && (
         <>
-          <Text fg="#ffffff" style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{amount}</Text>
-          <Text fg="#ffffff" style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{ownership ?? change}</Text>
+          <Text fg={textColor} style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{amount}</Text>
+          <Text fg={textColor} style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{ownership ?? change}</Text>
           {ownership && canShowChange && (
-            <Text fg="#ffffff" style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{change}</Text>
+            <Text fg={textColor} style={{ ...textStyle, fontSize: 12, fontWeight: 600 }}>{change}</Text>
           )}
         </>
       )}
@@ -810,7 +822,7 @@ function HoldersView({ focused, width, height }: { focused: boolean; width: numb
 
   useShortcut((event) => {
     if (!focused || viewMode !== "chart") return;
-    if (event.name === "j" || event.name === "down") {
+    if (isPlainKey(event, "j", "down")) {
       event.preventDefault?.();
       event.stopPropagation?.();
       const nextIdx = Math.min((selectedIdx >= 0 ? selectedIdx : 0) + 1, sortedRows.length - 1);
@@ -818,7 +830,7 @@ function HoldersView({ focused, width, height }: { focused: boolean; width: numb
       if (nextRow) setSelectedId(nextRow.id);
       return;
     }
-    if (event.name === "k" || event.name === "up") {
+    if (isPlainKey(event, "k", "up")) {
       event.preventDefault?.();
       event.stopPropagation?.();
       const nextIdx = Math.max((selectedIdx >= 0 ? selectedIdx : 0) - 1, 0);

package/src/plugins/builtin/layout-manager.tsx

@@ -1,4 +1,3 @@
-import { saveConfig } from "../../data/config-store";
 import { findPaneInstance, type LayoutConfig } from "../../types/config";
 import type { AppNotificationRequest, GloomPlugin, GloomPluginContext } from "../../types/plugin";
 import type { AppAction } from "../../state/app-context";
@@ -30,15 +29,10 @@ export function clearLayoutManagerDispatch() {
   getStateRef = null;
 }
 
-function persistLayout(ctx: Pick<GloomPluginContext, "getConfig">, layout: LayoutConfig) {
+function persistLayout(_ctx: Pick<GloomPluginContext, "getConfig">, layout: LayoutConfig) {
   if (!dispatchRef) return;
   dispatchRef({ type: "PUSH_LAYOUT_HISTORY" });
   dispatchRef({ type: "UPDATE_LAYOUT", layout });
-  const config = ctx.getConfig();
-  const layouts = config.layouts.map((savedLayout, index) => (
-    index === config.activeLayoutIndex ? { ...savedLayout, layout } : savedLayout
-  ));
-  saveConfig({ ...config, layout, layouts }).catch(() => {});
 }
 
 function getFocusedPane(layout: LayoutConfig, focusedPaneId: string | null) {

package/src/plugins/builtin/news-wire/index.tsx

@@ -39,7 +39,7 @@ const TopPane = createNewsPresetPane({
   paneKey: "top",
   title: "Top News",
   query: NEWS_QUERY_PRESETS.top,
-  columns: ["rank", "time", "source", "title", "tickers", "importance"],
+  columns: ["time", "title", "tickers", "importance"],
   defaultSort: { columnId: "importance", direction: "desc" },
   emptyStateTitle: "No top stories yet",
   emptyStateHint: "Try refreshing later as new headlines are ranked.",

package/src/plugins/builtin/news-wire/news-detail-view.tsx

@@ -8,6 +8,7 @@ import { TickerBadge } from "../../../components/ticker-badge";
 import { ExternalLink, ExternalLinkText } from "../../../components/ui";
 import { collectNewsDisplayTickers } from "../../../news/ticker-symbols";
 import { useInlineTickers } from "../../../state/use-inline-tickers";
+import { isPlainKey } from "../../../utils/keyboard";
 import { wrapTextLines } from "../../../utils/text-wrap";
 
 function hasStoryItems(article: MarketNewsItem | null): boolean {
@@ -196,13 +197,13 @@ export function NewsDetailView({ item, focused, width, showTitle = true }: {
 
   useShortcut((event) => {
     if (!focused) return;
-    if (event.name === "j" || event.name === "down") {
+    if (isPlainKey(event, "j", "down")) {
       event.stopPropagation?.();
       event.preventDefault?.();
       scrollBy(1);
       return;
     }
-    if (event.name === "k" || event.name === "up") {
+    if (isPlainKey(event, "k", "up")) {
       event.stopPropagation?.();
       event.preventDefault?.();
       scrollBy(-1);

package/src/plugins/builtin/news-wire/news-preset-pane.tsx

@@ -45,6 +45,9 @@ export function NewsPresetPane({
     `${paneKey}:sort`,
     defaultSort,
   );
+  const effectiveSortPreference = columns.includes(sortPreference.columnId)
+    ? sortPreference
+    : defaultSort;
   const loadNewsStory = useLoadNewsStory();
   const { detailArticle, openArticle, closeDetail } = useNewsArticleDetail(articles, loadNewsStory);
   const { readArticleIds, markArticleRead } = useNewsReadState();
@@ -79,7 +82,7 @@ export function NewsPresetPane({
       readArticleIds={readArticleIds}
       selectedArticleId={selectedArticleId}
       setSelectedArticleId={setSelectedArticleId}
-      sortPreference={sortPreference}
+      sortPreference={effectiveSortPreference}
       setSortPreference={setSortPreference}
       onOpenArticle={openArticle}
       onArticleRead={markArticleRead}

package/src/plugins/builtin/news-wire/persisted-articles.ts

@@ -65,10 +65,16 @@ function samePersistedArticles(left: PersistedNewsArticle[], right: PersistedNew
   if (left.length !== right.length) return false;
   return left.every((article, index) => {
     const other = right[index];
-    return other?.id === article.id && other.publishedAt === article.publishedAt;
+    return other?.id === article.id &&
+      other.publishedAt === article.publishedAt &&
+      storyItemsSignature(other.items) === storyItemsSignature(article.items);
   });
 }
 
+function storyItemsSignature(items: PersistedNewsStoryItem[] | undefined): string {
+  return items?.map((item) => `${item.id}:${item.publishedAt}`).join("|") ?? "";
+}
+
 export function usePersistedNewsArticles(key: string, articles: MarketNewsItem[]): MarketNewsItem[] {
   const [persistedArticles, setPersistedArticles] = usePluginPaneState<PersistedNewsArticle[]>(
     key,

package/src/plugins/builtin/options.tsx

@@ -5,8 +5,9 @@ import type { GloomPlugin } from "../../types/plugin";
 import type { OptionContract, OptionsChain } from "../../types/financials";
 import { usePaneTicker } from "../../state/app-context";
 import { blendHex, colors, hoverBg } from "../../theme/colors";
-import { blendForContrast, contrastRatio, higherContrast } from "../../theme/color-utils";
+import { blendForContrast, contrastRatio } from "../../theme/color-utils";
 import { formatCompact, formatNumber } from "../../utils/format";
+import { isPlainKey } from "../../utils/keyboard";
 import { formatMarketPrice } from "../../utils/market-format";
 import { formatExpDate, resolveOptionsTarget } from "../../utils/options";
 import { useOptionsQuery, useResolvedEntryValue } from "../../market-data/hooks";
@@ -48,15 +49,6 @@ type OptionColorRole = "call" | "put" | "price" | "activity" | "iv" | "strike";
 
 const OPTION_TEXT_MIN_CONTRAST = 4.5;
 
-const OPTION_BASE_COLORS: Record<OptionColorRole, string> = {
-  call: "#5ed69a",
-  put: "#ff9c7a",
-  price: "#dfc05b",
-  activity: "#35a7d6",
-  iv: "#8bd878",
-  strike: "#8fb7ff",
-};
-
 const OPTION_COLUMNS: Array<Omit<OptionColumn, "headerColor">> = [
   { id: "callOpenInterest", label: "C OI", width: 6, align: "right" },
   { id: "callVolume", label: "C VOL", width: 6, align: "right" },
@@ -227,7 +219,7 @@ export function OptionsView({ width, height, focused, onCapture = () => {} }: Op
       return true;
     }
 
-    if (event.name === "j" || event.name === "down") {
+    if (isPlainKey(event, "j", "down")) {
       if (strikes.length === 0) return true;
       event.preventDefault?.();
       event.stopPropagation?.();
@@ -236,7 +228,7 @@ export function OptionsView({ width, height, focused, onCapture = () => {} }: Op
       setStrikeIdx((i) => Math.min(i + 1, strikes.length - 1));
       return true;
     }
-    if (event.name === "k" || event.name === "up") {
+    if (isPlainKey(event, "k", "up")) {
       if (strikes.length === 0) return true;
       event.preventDefault?.();
       event.stopPropagation?.();
@@ -404,14 +396,13 @@ function mostReadableColor(surface: string, candidates: readonly string[]): stri
 }
 
 export function optionRoleColor(role: OptionColorRole, surface: string): string {
-  const preferred = OPTION_BASE_COLORS[role];
-  const themeColor = optionRoleThemeColor(role);
+  const preferred = optionRoleThemeColor(role);
   const fallback = mostReadableColor(surface, [
     preferred,
-    themeColor,
     colors.text,
     colors.textBright,
-    higherContrast("#ffffff", "#000000", surface),
+    colors.selectedText,
+    colors.neutral,
   ]);
   return blendForContrast(preferred, surface, fallback, OPTION_TEXT_MIN_CONTRAST);
 }
@@ -421,7 +412,8 @@ export function optionMutedColor(surface: string): string {
     colors.textDim,
     colors.text,
     colors.textBright,
-    higherContrast("#ffffff", "#000000", surface),
+    colors.selectedText,
+    colors.neutral,
   ]);
   return blendForContrast(colors.textDim, surface, fallback, OPTION_TEXT_MIN_CONTRAST);
 }

package/src/plugins/builtin/portfolio-list/cli/commands.ts

@@ -23,6 +23,7 @@ import type { CliCommandContext, CliCommandDef } from "../../../../types/plugin"
 import type { TickerRecord } from "../../../../types/ticker";
 import {
   addTickerToPortfolio,
+  addTickerToWatchlist,
   createManualPortfolio,
   deleteManualPortfolio,
   findPortfolio,
@@ -415,7 +416,7 @@ async function deleteWatchlist(name: string, ctx: CliCommandContext) {
   persistence.close();
 }
 
-async function addTickerToWatchlist(watchlistName: string, symbol: string, ctx: CliCommandContext) {
+async function addTickerToWatchlistCommand(watchlistName: string, symbol: string, ctx: CliCommandContext) {
   const { config, store, dataProvider, persistence } = await ctx.initMarketData();
   const watchlist = findWatchlist(config, watchlistName);
   if (!watchlist) {
@@ -424,19 +425,14 @@ async function addTickerToWatchlist(watchlistName: string, symbol: string, ctx:
 
   try {
     const ticker = await resolveTickerForCli(symbol, store, dataProvider);
-    if (ticker.metadata.watchlists.includes(watchlist.id)) {
+    const result = addTickerToWatchlist(ticker, watchlist.id);
+    if (!result.changed) {
       console.log(cliStyles.warning(`${ticker.metadata.ticker} is already in "${watchlist.name}".`));
       persistence.close();
       return;
     }
 
-    const nextTicker: TickerRecord = {
-      ...ticker,
-      metadata: {
-        ...ticker.metadata,
-        watchlists: [...ticker.metadata.watchlists, watchlist.id],
-      },
-    };
+    const nextTicker = result.ticker;
     await store.saveTicker(nextTicker);
     console.log(cliStyles.success(`Added ${nextTicker.metadata.ticker} to "${watchlist.name}".`));
     if (nextTicker.metadata.name) {
@@ -644,7 +640,7 @@ export const watchlistCliCommand: CliCommandDef = {
       const symbol = args.at(-1);
       const name = args.slice(1, -1).join(" ");
       if (!name || !symbol) ctx.fail("Usage: gloomberb watchlist add <watchlist> <ticker>");
-      await addTickerToWatchlist(name!, symbol!, ctx);
+      await addTickerToWatchlistCommand(name!, symbol!, ctx);
       return;
     }
 

package/src/plugins/builtin/portfolio-list/metrics.ts

@@ -8,6 +8,7 @@ import { convertCurrency, formatCompact, formatNumber, formatPercentRaw } from "
 import { formatMarketCost, formatMarketPrice, formatMarketQuantity, formatSignedMarketPrice, type MarketFormatOptions } from "../../../utils/market-format";
 import { getActiveQuoteDisplay, marketStateDot, type ActiveQuoteDisplay } from "../../../utils/market-status";
 import { formatOptionTicker } from "../../../utils/options";
+import { PRICE_SPARKLINE_COLUMN_ID } from "../../../components/price-sparkline-view";
 
 export interface ColumnContext {
   activeTab?: string;
@@ -293,6 +294,8 @@ export function getColumnValue(
       return { text: "—" };
     case "latency":
       return { text: formatQuoteAgeWithSource(quote, ctx.now) };
+    case PRICE_SPARKLINE_COLUMN_ID:
+      return { text: "" };
     default:
       return { text: "—" };
   }
@@ -387,6 +390,14 @@ export function getSortValue(
       return null;
     case "latency":
       return quote?.lastUpdated != null ? ctx.now - (clampQuoteTimestamp(quote.lastUpdated, ctx.now) ?? ctx.now) : null;
+    case PRICE_SPARKLINE_COLUMN_ID: {
+      const values = (financials?.priceHistory ?? [])
+        .map((point) => point.close)
+        .filter((value) => Number.isFinite(value));
+      const first = values[0];
+      const last = values.at(-1);
+      return first != null && last != null && first !== 0 ? ((last - first) / Math.abs(first)) * 100 : null;
+    }
     default:
       return null;
   }

package/src/plugins/builtin/portfolio-list/mutations.ts

@@ -121,6 +121,23 @@ export function addTickerToPortfolio(
   };
 }
 
+export function addTickerToWatchlist(
+  ticker: TickerRecord,
+  watchlistId: string,
+): { changed: boolean; ticker: TickerRecord } {
+  if (ticker.metadata.watchlists.includes(watchlistId)) {
+    return { changed: false, ticker };
+  }
+
+  return {
+    changed: true,
+    ticker: replaceTickerMetadata(ticker, {
+      ...ticker.metadata,
+      watchlists: [...ticker.metadata.watchlists, watchlistId],
+    }),
+  };
+}
+
 export function removeTickerFromPortfolio(
   ticker: TickerRecord,
   portfolioId: string,

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

@@ -46,17 +46,47 @@ import { getMostRecentQuoteUpdate } from "../../../utils/quote-time";
 import { priceColor } from "../../../theme/colors";
 import { PortfolioTickerTable, type QuoteFlashDirection } from "./table";
 import { useThrottledCursorSymbol } from "./use-throttled-cursor-symbol";
+import { isManualPortfolio } from "./mutations";
+import { QuickAddTickerInput, type QuickAddCollectionKind } from "./quick-add";
+import { PRICE_SPARKLINE_COLUMN_ID } from "../../../components/price-sparkline-view";
 
 const VISIBLE_FINANCIAL_REFRESH_COOLDOWN_MS = 5 * 60_000;
 const VISIBLE_FINANCIAL_WARMUP_DELAY_MS = 350;
+const VISIBLE_SNAPSHOT_WARMUP_BATCH_LIMIT = 3;
 const STREAM_OVERSCAN_ROWS = 6;
+const FUNDAMENTAL_COLUMN_IDS = new Set(["pe", "forward_pe", "dividend_yield"]);
 const sortValueCache = createRowValueCache<string, ReturnType<typeof getSortValue>>(5000);
 
-function needsVisibleFinancialWarmup(ticker: TickerRecord, financials: TickerFinancials | undefined): boolean {
+interface VisibleWarmupRequirements {
+  fundamentals: boolean;
+  priceHistory: boolean;
+}
+
+function resolveVisibleWarmupRequirements(columns: ColumnConfig[]): VisibleWarmupRequirements {
+  return {
+    fundamentals: columns.some((column) => FUNDAMENTAL_COLUMN_IDS.has(column.id)),
+    priceHistory: columns.some((column) => column.id === PRICE_SPARKLINE_COLUMN_ID),
+  };
+}
+
+function visibleWarmupKey(kind: "quote" | "snapshot", ticker: TickerRecord): string {
+  return `${kind}:${ticker.metadata.ticker}:${ticker.metadata.exchange ?? ""}`;
+}
+
+function needsVisibleQuoteWarmup(ticker: TickerRecord, financials: TickerFinancials | undefined): boolean {
   if (ticker.metadata.assetCategory === "OPT") return false;
-  if (!financials) return true;
-  if (Object.keys(financials.fundamentals ?? {}).length === 0) return true;
-  return financials.priceHistory.length === 0;
+  return !financials?.quote;
+}
+
+function needsVisibleSnapshotWarmup(
+  ticker: TickerRecord,
+  financials: TickerFinancials | undefined,
+  requirements: VisibleWarmupRequirements,
+): boolean {
+  if (ticker.metadata.assetCategory === "OPT") return false;
+  if (!financials?.quote) return false;
+  if (requirements.fundamentals && Object.keys(financials.fundamentals ?? {}).length === 0) return true;
+  return requirements.priceHistory && financials.priceHistory.length === 0;
 }
 
 export function selectStreamTickers(
@@ -209,6 +239,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   const [now, setNow] = useState(Date.now());
   const [flashSymbols, setFlashSymbols] = useState<Map<string, QuoteFlashDirection>>(new Map());
   const [streamWindow, setStreamWindow] = useState({ start: 0, end: 24 });
+  const [quickAddFocused, setQuickAddFocused] = useState(false);
 
   const previousPricesRef = useRef<Map<string, number>>(new Map());
   const mountedRef = useRef(true);
@@ -235,6 +266,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   );
   const activeCollectionId = resolveActiveCollectionId(currentCollectionId, visibleCollections);
   const isPortfolioTab = getCollectionTypeFromConfig(config, activeCollectionId) === "portfolio";
+  const activeCollectionEntry = visibleCollections.find((collection) => collection.id === activeCollectionId) ?? null;
   const currentPortfolio = useMemo(() => (
     isPortfolioTab
       ? config.portfolios.find((portfolio) => portfolio.id === activeCollectionId) ?? null
@@ -261,6 +293,10 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     () => resolveVisibleColumns(paneSettings.columnIds, isPortfolioTab),
     [isPortfolioTab, paneSettings.columnIds],
   );
+  const visibleWarmupRequirements = useMemo(
+    () => resolveVisibleWarmupRequirements(columns),
+    [columns],
+  );
 
   const trackedCurrencies = useMemo(
     () => buildTrackedCurrencies(tickers, financialsMap, accountState, config.baseCurrency),
@@ -334,6 +370,9 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     flushCursorSymbol(ticker.metadata.ticker);
     openTickerFloating(ticker.metadata.ticker);
   }, [flushCursorSymbol, openTickerFloating]);
+  const handleTickerAdded = useCallback((symbol: string) => {
+    setCursorSymbol(symbol, { immediate: true });
+  }, [setCursorSymbol]);
 
   const handleTableKeyDown = useCallback((event: DataTableKeyEvent) => {
     if (!focused) return;
@@ -441,31 +480,64 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     if (!sharedCoordinator) return;
 
     const nowTimestamp = Date.now();
-    const queue = visibleFinancialTickers.filter((ticker) => {
-      const key = `${ticker.metadata.ticker}:${ticker.metadata.exchange ?? ""}`;
-      if (warmupInFlightRef.current.has(key)) return false;
-      if (nowTimestamp - (warmupAttemptRef.current.get(key) ?? 0) < VISIBLE_FINANCIAL_REFRESH_COOLDOWN_MS) return false;
-      return needsVisibleFinancialWarmup(ticker, financialsMap.get(ticker.metadata.ticker));
-    });
-    if (queue.length === 0) return;
+    const quoteQueue: TickerRecord[] = [];
+    const snapshotQueue: TickerRecord[] = [];
+    for (const ticker of visibleFinancialTickers) {
+      const financials = financialsMap.get(ticker.metadata.ticker);
+      const quoteKey = visibleWarmupKey("quote", ticker);
+      if (
+        needsVisibleQuoteWarmup(ticker, financials)
+        && !warmupInFlightRef.current.has(quoteKey)
+        && nowTimestamp - (warmupAttemptRef.current.get(quoteKey) ?? 0) >= VISIBLE_FINANCIAL_REFRESH_COOLDOWN_MS
+      ) {
+        quoteQueue.push(ticker);
+        continue;
+      }
+
+      const snapshotKey = visibleWarmupKey("snapshot", ticker);
+      if (
+        needsVisibleSnapshotWarmup(ticker, financials, visibleWarmupRequirements)
+        && !warmupInFlightRef.current.has(snapshotKey)
+        && nowTimestamp - (warmupAttemptRef.current.get(snapshotKey) ?? 0) >= VISIBLE_FINANCIAL_REFRESH_COOLDOWN_MS
+      ) {
+        snapshotQueue.push(ticker);
+      }
+    }
+    const limitedSnapshotQueue = snapshotQueue.slice(0, VISIBLE_SNAPSHOT_WARMUP_BATCH_LIMIT);
+    if (quoteQueue.length === 0 && limitedSnapshotQueue.length === 0) return;
 
     let cancelled = false;
     const runBatch = async (): Promise<void> => {
-      const entries = queue.flatMap((ticker) => {
+      const quoteEntries = quoteQueue.flatMap((ticker) => {
+        const instrument = instrumentFromTicker(ticker, ticker.metadata.ticker);
+        if (!instrument) return [];
+        const key = visibleWarmupKey("quote", ticker);
+        warmupInFlightRef.current.add(key);
+        warmupAttemptRef.current.set(key, nowTimestamp);
+        return [{ key, instrument }];
+      });
+      const snapshotEntries = limitedSnapshotQueue.flatMap((ticker) => {
         const instrument = instrumentFromTicker(ticker, ticker.metadata.ticker);
         if (!instrument) return [];
-        const key = `${ticker.metadata.ticker}:${ticker.metadata.exchange ?? ""}`;
+        const key = visibleWarmupKey("snapshot", ticker);
         warmupInFlightRef.current.add(key);
         warmupAttemptRef.current.set(key, nowTimestamp);
         return [{ key, instrument }];
       });
-      if (entries.length === 0) return;
+      if (quoteEntries.length === 0 && snapshotEntries.length === 0) return;
       try {
-        await sharedCoordinator.loadSnapshotsBatch(entries.map((entry) => entry.instrument));
+        await Promise.allSettled([
+          quoteEntries.length > 0
+            ? sharedCoordinator.loadQuotesBatch(quoteEntries.map((entry) => entry.instrument))
+            : Promise.resolve(),
+          snapshotEntries.length > 0
+            ? sharedCoordinator.loadSnapshotsBatch(snapshotEntries.map((entry) => entry.instrument))
+            : Promise.resolve(),
+        ]);
       } catch {
         // Best-effort warmup for visible rows only.
       } finally {
-        for (const entry of entries) {
+        for (const entry of [...quoteEntries, ...snapshotEntries]) {
           warmupInFlightRef.current.delete(entry.key);
         }
       }
@@ -479,7 +551,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
       cancelled = true;
       clearTimeout(timeoutId);
     };
-  }, [appActive, financialsMap, focused, sharedCoordinator, visibleFinancialTickers]);
+  }, [appActive, financialsMap, focused, sharedCoordinator, visibleFinancialTickers, visibleWarmupRequirements]);
 
   useQuoteStreaming(streamTargets);
 
@@ -555,6 +627,30 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
       : [],
   }), [cashDrawerExpanded, setCashDrawerExpanded, showCashDrawer, summaryFooterInfo]);
 
+  const quickAddCollectionKind = useMemo<QuickAddCollectionKind | null>(() => {
+    if (!activeCollectionId) return null;
+    const collectionType = getCollectionTypeFromConfig(config, activeCollectionId);
+    if (collectionType === "watchlist") return "watchlist";
+    if (collectionType === "portfolio" && currentPortfolio && isManualPortfolio(currentPortfolio)) {
+      return "portfolio";
+    }
+    return null;
+  }, [activeCollectionId, config, currentPortfolio]);
+  const showQuickAdd = !!(activeCollectionId && activeCollectionEntry && quickAddCollectionKind);
+  const quickAddHeight = showQuickAdd ? 1 : 0;
+  const tableHeight = Math.max(1, height - headerHeight - drawerHeight - quickAddHeight);
+  const quickAddRow = activeCollectionId && activeCollectionEntry && quickAddCollectionKind ? (
+    <QuickAddTickerInput
+      collectionId={activeCollectionId}
+      collectionKind={quickAddCollectionKind}
+      collectionName={activeCollectionEntry.name}
+      focused={focused}
+      width={width}
+      onAdded={handleTickerAdded}
+      onFocusChange={setQuickAddFocused}
+    />
+  ) : null;
+
   return (
     <Box flexDirection="column" width={width} height={height}>
       <Box flexDirection="column" height={headerHeight}>
@@ -575,7 +671,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
 
       <PortfolioTickerTable
         columns={columns}
-        focused={focused}
+        focused={focused && !quickAddFocused}
         sortColumnId={activeSort.columnId}
         sortDirection={activeSort.direction}
         onHeaderClick={handleHeaderClick}
@@ -590,8 +686,11 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
         visibleRangeBuffer={3}
         resetScrollKey={activeCollectionId}
         onRowActivate={handleRowActivate}
+        rootHeight={tableHeight}
       />
 
+      {quickAddRow}
+
       {showCashDrawer && accountState && (
         <Box height={drawerHeight} paddingX={1}>
           <PortfolioCashMarginDrawer