gloomberb 0.7.4 → 0.8.0

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

@@ -1,47 +1,9 @@
-import type { CollectionSortPreference } from "../../../state/app-context";
-import type { ColumnConfig } from "../../../types/config";
-import type { TickerFinancials } from "../../../types/financials";
-import type { TickerRecord } from "../../../types/ticker";
-import { priceColor } from "../../../theme/colors";
-import { formatQuoteAgeWithSource, resolveQuoteAgeTimestamp } from "../../../utils/quote-time";
-import { convertCurrency, formatCompact, formatNumber, formatPercentRaw } from "../../../utils/format";
-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";
+import type { CollectionSortPreference } from "../../../state/app/context";
 
-export interface ColumnContext {
-  activeTab?: string;
-  baseCurrency: string;
-  exchangeRates: Map<string, number>;
-  now: number;
-}
-
-interface PortfolioPositionMetrics {
-  positionCurrency: string;
-  totalShares: number;
-  totalCost: number;
-  totalCostUnits: number;
-  totalPriceUnits: number;
-  multiplierHint: number;
-  brokerMktValue: number;
-  hasBrokerMktValue: boolean;
-  brokerPnl: number;
-  hasBrokerPnl: boolean;
-  brokerMarkPrice: number | undefined;
-}
-
-export interface PortfolioSummaryTotals {
-  totalMktValue: number;
-  dailyPnl: number;
-  dailyPnlPct: number;
-  totalCostBasis: number;
-  hasPositions: boolean;
-  unrealizedPnl: number;
-  unrealizedPnlPct: number;
-  avgWatchlistChange: number;
-  watchlistCount: number;
-}
+export type { ColumnContext } from "./column-values";
+export { getColumnValue, getSortValue, resolvePortfolioPriceValue } from "./column-values";
+export type { PortfolioSummaryTotals } from "./summary/totals";
+export { calculatePortfolioSummaryTotals } from "./summary/totals";
 
 const EMPTY_SORT_PREFERENCE: CollectionSortPreference = {
   columnId: null,
@@ -53,356 +15,6 @@ const DEFAULT_PORTFOLIO_SORT_PREFERENCE: CollectionSortPreference = {
   direction: "desc",
 };
 
-function getPositionCurrency(
-  positions: TickerRecord["metadata"]["positions"],
-  fallbackCurrency: string,
-): string {
-  return positions.find((position) => position.currency)?.currency || fallbackCurrency;
-}
-
-function normalizePositionMultiplier(multiplier: number | undefined): number {
-  return typeof multiplier === "number" && Number.isFinite(multiplier) && multiplier > 0
-    ? multiplier
-    : 1;
-}
-
-function resolvePositionCostMultiplier(
-  position: TickerRecord["metadata"]["positions"][number],
-): number {
-  const priceMultiplier = normalizePositionMultiplier(position.multiplier);
-  if (priceMultiplier === 1) return 1;
-
-  if (position.marketValue == null || position.unrealizedPnl == null) {
-    return priceMultiplier;
-  }
-
-  const costWithoutMultiplier = position.shares * position.avgCost;
-  const costWithMultiplier = costWithoutMultiplier * priceMultiplier;
-  const withoutMultiplierError = Math.abs((position.marketValue - costWithoutMultiplier) - position.unrealizedPnl);
-  const withMultiplierError = Math.abs((position.marketValue - costWithMultiplier) - position.unrealizedPnl);
-
-  // Some broker derivative feeds report avgCost already scaled to the contract.
-  return withoutMultiplierError < withMultiplierError ? 1 : priceMultiplier;
-}
-
-function getPortfolioPositionMetrics(
-  ticker: TickerRecord,
-  activeTab: string | undefined,
-  fallbackCurrency: string,
-): PortfolioPositionMetrics {
-  const tabPositions = activeTab
-    ? ticker.metadata.positions.filter((position) => position.portfolio === activeTab)
-    : ticker.metadata.positions;
-  const positionCurrency = getPositionCurrency(tabPositions, fallbackCurrency);
-  let totalShares = 0;
-  let totalCost = 0;
-  let totalCostUnits = 0;
-  let totalPriceUnits = 0;
-  let multiplierHint = 1;
-  let brokerMktValue = 0;
-  let hasBrokerMktValue = false;
-  let brokerPnl = 0;
-  let hasBrokerPnl = false;
-  for (const position of tabPositions) {
-    const direction = position.side === "short" ? -1 : 1;
-    const priceMultiplier = normalizePositionMultiplier(position.multiplier);
-    const costMultiplier = resolvePositionCostMultiplier(position);
-    multiplierHint = Math.max(multiplierHint, priceMultiplier, costMultiplier);
-
-    totalShares += position.shares * direction;
-    totalCost += position.shares * position.avgCost * costMultiplier;
-    totalCostUnits += position.shares * costMultiplier;
-    totalPriceUnits += position.shares * priceMultiplier * direction;
-
-    if (position.marketValue != null) {
-      brokerMktValue += position.marketValue;
-      hasBrokerMktValue = true;
-    }
-    if (position.unrealizedPnl != null) {
-      brokerPnl += position.unrealizedPnl;
-      hasBrokerPnl = true;
-    }
-  }
-
-  return {
-    positionCurrency,
-    totalShares,
-    totalCost,
-    totalCostUnits,
-    totalPriceUnits,
-    multiplierHint,
-    brokerMktValue,
-    hasBrokerMktValue,
-    brokerPnl,
-    hasBrokerPnl,
-    brokerMarkPrice: tabPositions.length === 1 ? tabPositions[0]?.markPrice : undefined,
-  };
-}
-
-function resolveBrokerFallbackMarketValue(metrics: PortfolioPositionMetrics): number | null {
-  if (metrics.hasBrokerMktValue) return metrics.brokerMktValue;
-  if (metrics.brokerMarkPrice != null && metrics.totalPriceUnits !== 0) {
-    return Math.abs(metrics.totalPriceUnits) * metrics.brokerMarkPrice;
-  }
-  if (metrics.hasBrokerPnl) {
-    return metrics.totalCost + metrics.brokerPnl;
-  }
-  return null;
-}
-
-function resolveBrokerFallbackPnl(metrics: PortfolioPositionMetrics, brokerMarketValue: number | null): number | null {
-  if (metrics.hasBrokerPnl) return metrics.brokerPnl;
-  if (brokerMarketValue != null && metrics.totalCost !== 0) {
-    return brokerMarketValue - metrics.totalCost;
-  }
-  return null;
-}
-
-export function resolvePortfolioPriceValue(
-  activeQuote: ActiveQuoteDisplay | null,
-  brokerMarkPrice: number | undefined,
-  formatOptions: MarketFormatOptions,
-  maxWidth?: number,
-): { text: string; color?: string } {
-  if (activeQuote) {
-    return {
-      text: formatMarketPrice(activeQuote.price, { ...formatOptions, maxWidth }),
-      color: priceColor(activeQuote.change),
-    };
-  }
-  if (brokerMarkPrice != null) {
-    return { text: formatMarketPrice(brokerMarkPrice, { ...formatOptions, maxWidth }) };
-  }
-  return { text: "—" };
-}
-
-export function getColumnValue(
-  col: ColumnConfig,
-  ticker: TickerRecord,
-  financials: TickerFinancials | undefined,
-  ctx: ColumnContext,
-): { text: string; color?: string } {
-  const quote = financials?.quote;
-  const activeQuote = getActiveQuoteDisplay(quote);
-  const fundamentals = financials?.fundamentals;
-  const quoteCurrency = quote?.currency || ticker.metadata.currency || "USD";
-
-  const positionMetrics = getPortfolioPositionMetrics(ticker, ctx.activeTab, quoteCurrency);
-  const { positionCurrency, totalShares, totalCost, totalCostUnits, totalPriceUnits, multiplierHint, brokerMarkPrice } = positionMetrics;
-  const brokerFallbackMktValue = resolveBrokerFallbackMarketValue(positionMetrics);
-  const brokerFallbackPnl = resolveBrokerFallbackPnl(positionMetrics, brokerFallbackMktValue);
-  const toBaseQuote = (value: number) =>
-    convertCurrency(value, quoteCurrency, ctx.baseCurrency, ctx.exchangeRates);
-  const toBasePosition = (value: number) =>
-    convertCurrency(value, positionCurrency, ctx.baseCurrency, ctx.exchangeRates);
-  const formatOptions: MarketFormatOptions = {
-    assetCategory: ticker.metadata.assetCategory,
-    multiplier: multiplierHint,
-  };
-
-  switch (col.id) {
-    case "ticker": {
-      const marketState = quote?.marketState;
-      const statusDot = marketStateDot(marketState);
-      const displayName = ticker.metadata.assetCategory === "OPT"
-        ? formatOptionTicker(ticker.metadata.ticker)
-        : ticker.metadata.ticker;
-      return { text: `${statusDot} ${displayName}` };
-    }
-    case "price":
-      return resolvePortfolioPriceValue(activeQuote, brokerMarkPrice, formatOptions, col.width);
-    case "change":
-      if (!activeQuote) return { text: "—" };
-      return {
-        text: formatSignedMarketPrice(activeQuote.change, { ...formatOptions, maxWidth: col.width }),
-        color: priceColor(activeQuote.change),
-      };
-    case "bid":
-      return { text: quote?.bid != null ? formatMarketPrice(quote.bid, { ...formatOptions, maxWidth: col.width }) : "—" };
-    case "ask":
-      return { text: quote?.ask != null ? formatMarketPrice(quote.ask, { ...formatOptions, maxWidth: col.width }) : "—" };
-    case "spread":
-      return {
-        text: quote?.bid != null && quote?.ask != null
-          ? formatMarketPrice(quote.ask - quote.bid, { ...formatOptions, maxWidth: col.width })
-          : "—",
-      };
-    case "change_pct":
-      return activeQuote
-        ? { text: formatPercentRaw(activeQuote.changePercent), color: priceColor(activeQuote.changePercent) }
-        : { text: quote ? formatPercentRaw(quote.changePercent) : "—", color: quote ? priceColor(quote.changePercent) : undefined };
-    case "market_cap":
-      if (!quote?.marketCap) return { text: "—" };
-      return { text: formatCompact(toBaseQuote(quote.marketCap)) };
-    case "pe":
-      return { text: fundamentals?.trailingPE ? formatNumber(fundamentals.trailingPE, 1) : "—" };
-    case "forward_pe":
-      return { text: fundamentals?.forwardPE ? formatNumber(fundamentals.forwardPE, 1) : "—" };
-    case "dividend_yield":
-      return {
-        text: fundamentals?.dividendYield != null ? `${(fundamentals.dividendYield * 100).toFixed(2)}%` : "—",
-      };
-    case "ext_hours":
-      if ((quote?.marketState === "PRE" || quote?.marketState === "PREPRE") && quote.preMarketPrice != null) {
-        const changePercent = activeQuote?.changePercent ?? quote.preMarketChangePercent ?? 0;
-        return { text: formatPercentRaw(changePercent), color: priceColor(changePercent) };
-      }
-      if ((quote?.marketState === "POST" || quote?.marketState === "POSTPOST") && quote.postMarketPrice != null) {
-        const changePercent = activeQuote?.changePercent ?? quote.postMarketChangePercent ?? 0;
-        return { text: formatPercentRaw(changePercent), color: priceColor(changePercent) };
-      }
-      return { text: "—" };
-    case "shares":
-      return { text: totalShares !== 0 ? formatMarketQuantity(totalShares, { ...formatOptions, maxWidth: col.width }) : "—" };
-    case "avg_cost":
-      if (totalCostUnits === 0) return { text: "—" };
-      return { text: formatMarketCost(totalCost / Math.abs(totalCostUnits), { ...formatOptions, maxWidth: col.width }) };
-    case "cost_basis":
-      if (totalCost === 0) return { text: "—" };
-      return { text: formatCompact(toBasePosition(totalCost)) };
-    case "mkt_value":
-      if (activeQuote && totalPriceUnits !== 0) {
-        return { text: formatCompact(toBaseQuote(Math.abs(totalPriceUnits) * activeQuote.price)) };
-      }
-      if (brokerFallbackMktValue != null) {
-        return { text: formatCompact(toBasePosition(brokerFallbackMktValue)) };
-      }
-      return { text: "—" };
-    case "pnl":
-      if (activeQuote && totalPriceUnits !== 0) {
-        const pnl = toBaseQuote(Math.abs(totalPriceUnits) * activeQuote.price) - toBasePosition(totalCost);
-        return { text: `${pnl >= 0 ? "+" : ""}${formatCompact(pnl)}`, color: priceColor(pnl) };
-      }
-      if (brokerFallbackPnl != null) {
-        const pnl = toBasePosition(brokerFallbackPnl);
-        return { text: `${pnl >= 0 ? "+" : ""}${formatCompact(pnl)}`, color: priceColor(pnl) };
-      }
-      return { text: "—" };
-    case "pnl_pct":
-      if (activeQuote && totalCost !== 0) {
-        const marketValue = toBaseQuote(Math.abs(totalPriceUnits) * activeQuote.price);
-        const costBasis = toBasePosition(totalCost);
-        const percent = costBasis !== 0 ? ((marketValue - costBasis) / costBasis) * 100 : 0;
-        return { text: formatPercentRaw(percent), color: priceColor(percent) };
-      }
-      if (brokerFallbackPnl != null && totalCost !== 0) {
-        const costBasis = toBasePosition(totalCost);
-        const pnl = toBasePosition(brokerFallbackPnl);
-        const percent = costBasis !== 0 ? (pnl / costBasis) * 100 : 0;
-        return { text: formatPercentRaw(percent), color: priceColor(percent) };
-      }
-      return { text: "—" };
-    case "latency":
-      return { text: formatQuoteAgeWithSource(quote, ctx.now) };
-    case PRICE_SPARKLINE_COLUMN_ID:
-      return { text: "" };
-    default:
-      return { text: "—" };
-  }
-}
-
-export function getSortValue(
-  col: ColumnConfig,
-  ticker: TickerRecord,
-  financials: TickerFinancials | undefined,
-  ctx: ColumnContext,
-): number | string | null {
-  const quote = financials?.quote;
-  const activeQuote = getActiveQuoteDisplay(quote);
-  const fundamentals = financials?.fundamentals;
-  const quoteCurrency = quote?.currency || ticker.metadata.currency || "USD";
-
-  const positionMetrics = getPortfolioPositionMetrics(ticker, ctx.activeTab, quoteCurrency);
-  const { positionCurrency, totalShares, totalCost, totalCostUnits, totalPriceUnits, brokerMarkPrice } = positionMetrics;
-  const brokerFallbackMktValue = resolveBrokerFallbackMarketValue(positionMetrics);
-  const brokerFallbackPnl = resolveBrokerFallbackPnl(positionMetrics, brokerFallbackMktValue);
-  const toBaseQuote = (value: number) =>
-    convertCurrency(value, quoteCurrency, ctx.baseCurrency, ctx.exchangeRates);
-  const toBasePosition = (value: number) =>
-    convertCurrency(value, positionCurrency, ctx.baseCurrency, ctx.exchangeRates);
-
-  switch (col.id) {
-    case "ticker":
-      return ticker.metadata.ticker;
-    case "price":
-      if (activeQuote) return activeQuote.price;
-      if (brokerMarkPrice != null) return brokerMarkPrice;
-      return null;
-    case "bid":
-      return quote?.bid ?? null;
-    case "ask":
-      return quote?.ask ?? null;
-    case "spread":
-      return quote?.bid != null && quote?.ask != null ? quote.ask - quote.bid : null;
-    case "change":
-      return activeQuote ? activeQuote.change : null;
-    case "change_pct":
-      return activeQuote?.changePercent ?? null;
-    case "market_cap":
-      return quote?.marketCap ? toBaseQuote(quote.marketCap) : null;
-    case "pe":
-      return fundamentals?.trailingPE ?? null;
-    case "forward_pe":
-      return fundamentals?.forwardPE ?? null;
-    case "dividend_yield":
-      return fundamentals?.dividendYield ?? null;
-    case "ext_hours":
-      if ((quote?.marketState === "PRE" || quote?.marketState === "PREPRE") && quote.preMarketPrice != null) {
-        return activeQuote?.changePercent ?? quote.preMarketChangePercent ?? 0;
-      }
-      if ((quote?.marketState === "POST" || quote?.marketState === "POSTPOST") && quote.postMarketPrice != null) {
-        return activeQuote?.changePercent ?? quote.postMarketChangePercent ?? 0;
-      }
-      return null;
-    case "shares":
-      return totalShares !== 0 ? totalShares : null;
-    case "avg_cost":
-      return totalCostUnits !== 0 ? totalCost / Math.abs(totalCostUnits) : null;
-    case "cost_basis":
-      return totalCost !== 0 ? toBasePosition(totalCost) : null;
-    case "mkt_value":
-      if (activeQuote && totalPriceUnits !== 0) {
-        return toBaseQuote(Math.abs(totalPriceUnits) * activeQuote.price);
-      }
-      if (brokerFallbackMktValue != null) {
-        return toBasePosition(brokerFallbackMktValue);
-      }
-      return null;
-    case "pnl":
-      if (activeQuote && totalPriceUnits !== 0) {
-        return toBaseQuote(Math.abs(totalPriceUnits) * activeQuote.price) - toBasePosition(totalCost);
-      }
-      if (brokerFallbackPnl != null) {
-        return toBasePosition(brokerFallbackPnl);
-      }
-      return null;
-    case "pnl_pct":
-      if (activeQuote && totalCost !== 0) {
-        const marketValue = toBaseQuote(Math.abs(totalPriceUnits) * activeQuote.price);
-        const costBasis = toBasePosition(totalCost);
-        return costBasis !== 0 ? ((marketValue - costBasis) / costBasis) * 100 : null;
-      }
-      if (brokerFallbackPnl != null && totalCost !== 0) {
-        const costBasis = toBasePosition(totalCost);
-        const pnl = toBasePosition(brokerFallbackPnl);
-        return costBasis !== 0 ? (pnl / costBasis) * 100 : null;
-      }
-      return null;
-    case "latency":
-      return quote ? ctx.now - (resolveQuoteAgeTimestamp(quote, 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;
-  }
-}
-
 export function resolveCollectionSortPreference(
   collectionId: string | null,
   isPortfolio: boolean,
@@ -411,72 +23,3 @@ export function resolveCollectionSortPreference(
   if (!collectionId) return EMPTY_SORT_PREFERENCE;
   return collectionSorts[collectionId] ?? (isPortfolio ? DEFAULT_PORTFOLIO_SORT_PREFERENCE : EMPTY_SORT_PREFERENCE);
 }
-
-export function calculatePortfolioSummaryTotals(
-  tickers: TickerRecord[],
-  financialsMap: Map<string, TickerFinancials>,
-  baseCurrency: string,
-  exchangeRates: Map<string, number>,
-  isPortfolio: boolean,
-  collectionId: string | null,
-): PortfolioSummaryTotals {
-  let totalMktValue = 0;
-  let totalPrevValue = 0;
-  let totalCostBasis = 0;
-  let hasPositions = false;
-  let watchlistChangeSum = 0;
-  let watchlistCount = 0;
-
-  for (const ticker of tickers) {
-    const financials = financialsMap.get(ticker.metadata.ticker);
-    const quote = financials?.quote;
-    const activeQuote = getActiveQuoteDisplay(quote);
-    const quoteCurrency = quote?.currency || ticker.metadata.currency || "USD";
-
-    if (!isPortfolio) {
-      if (quote?.changePercent != null) {
-        watchlistChangeSum += quote.changePercent;
-        watchlistCount++;
-      }
-      continue;
-    }
-
-    const positionMetrics = getPortfolioPositionMetrics(ticker, collectionId ?? undefined, quoteCurrency);
-    const { positionCurrency, totalPriceUnits, totalCost } = positionMetrics;
-    const brokerFallbackMktValue = resolveBrokerFallbackMarketValue(positionMetrics);
-    const toBaseQuote = (value: number) => convertCurrency(value, quoteCurrency, baseCurrency, exchangeRates);
-    const toBasePosition = (value: number) => convertCurrency(value, positionCurrency, baseCurrency, exchangeRates);
-
-    if (quote && activeQuote && totalPriceUnits !== 0) {
-      hasPositions = true;
-      const marketValue = Math.abs(totalPriceUnits) * activeQuote.price;
-      totalMktValue += toBaseQuote(marketValue);
-      const previousClose = quote.previousClose || (activeQuote.price - activeQuote.change);
-      totalPrevValue += toBaseQuote(Math.abs(totalPriceUnits) * previousClose);
-      totalCostBasis += toBasePosition(totalCost);
-    } else if (brokerFallbackMktValue != null) {
-      hasPositions = true;
-      totalMktValue += toBasePosition(brokerFallbackMktValue);
-      totalCostBasis += toBasePosition(totalCost);
-      totalPrevValue += toBasePosition(brokerFallbackMktValue);
-    }
-  }
-
-  const dailyPnl = totalMktValue - totalPrevValue;
-  const dailyPnlPct = totalPrevValue !== 0 ? (dailyPnl / totalPrevValue) * 100 : 0;
-  const unrealizedPnl = totalMktValue - totalCostBasis;
-  const unrealizedPnlPct = totalCostBasis !== 0 ? (unrealizedPnl / totalCostBasis) * 100 : 0;
-  const avgWatchlistChange = watchlistCount > 0 ? watchlistChangeSum / watchlistCount : 0;
-
-  return {
-    totalMktValue,
-    dailyPnl,
-    dailyPnlPct,
-    totalCostBasis,
-    hasPositions,
-    unrealizedPnl,
-    unrealizedPnlPct,
-    avgWatchlistChange,
-    watchlistCount,
-  };
-}

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

@@ -0,0 +1,171 @@
+import { createRowValueCache } from "../../../../components/ui/row-value-cache";
+import { PRICE_SPARKLINE_COLUMN_ID } from "../../../../components/price-sparkline/view";
+import type { AppConfig, ColumnConfig } from "../../../../types/config";
+import type { TickerFinancials } from "../../../../types/financials";
+import type { TickerRecord } from "../../../../types/ticker";
+import type { CollectionSortPreference } from "../../../../state/app/context";
+import { isQuoteStaleForCurrentSession } from "../../../../market-data/quotes/freshness";
+import { compareSortValues } from "../../../../utils/sort-values";
+import { getSortValue, type ColumnContext } from "../metrics";
+import type { ResolvedPortfolioAccountState } from "../summary";
+
+export const VISIBLE_FINANCIAL_REFRESH_COOLDOWN_MS = 5 * 60_000;
+export const VISIBLE_FINANCIAL_WARMUP_DELAY_MS = 350;
+export 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);
+
+export interface VisibleWarmupRequirements {
+  fundamentals: boolean;
+  priceHistory: boolean;
+}
+
+export 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),
+  };
+}
+
+export function visibleWarmupKey(kind: "quote" | "snapshot", ticker: TickerRecord): string {
+  return `${kind}:${ticker.metadata.ticker}:${ticker.metadata.exchange ?? ""}`;
+}
+
+export function needsVisibleQuoteWarmup(financials: TickerFinancials | undefined, now = Date.now()): boolean {
+  return !financials?.quote || isQuoteStaleForCurrentSession(financials.quote, now);
+}
+
+export 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(
+  tickers: TickerRecord[],
+  visibleRange: { start: number; end: number },
+  selectedSymbol?: string | null,
+) {
+  const start = Math.max(0, visibleRange.start - STREAM_OVERSCAN_ROWS);
+  const end = Math.min(tickers.length, visibleRange.end + STREAM_OVERSCAN_ROWS);
+  const visible = tickers.slice(start, end);
+  if (!selectedSymbol || visible.some((ticker) => ticker.metadata.ticker === selectedSymbol)) {
+    return visible;
+  }
+  const selectedTicker = tickers.find((ticker) => ticker.metadata.ticker === selectedSymbol);
+  return selectedTicker ? [...visible, selectedTicker] : visible;
+}
+
+export function buildTrackedCurrencies(
+  tickers: TickerRecord[],
+  financialsMap: Map<string, TickerFinancials>,
+  accountState: ResolvedPortfolioAccountState | null,
+  baseCurrency: string,
+): string[] {
+  const currencies = new Set<string>([baseCurrency]);
+
+  for (const ticker of tickers) {
+    if (ticker.metadata.currency) {
+      currencies.add(ticker.metadata.currency);
+    }
+    for (const position of ticker.metadata.positions) {
+      if (position.currency) {
+        currencies.add(position.currency);
+      }
+    }
+    const financials = financialsMap.get(ticker.metadata.ticker);
+    if (financials?.quote?.currency) {
+      currencies.add(financials.quote.currency);
+    }
+  }
+
+  for (const balance of accountState?.visibleCashBalances ?? []) {
+    if (balance.currency) {
+      currencies.add(balance.currency);
+    }
+    if (balance.baseCurrency) {
+      currencies.add(balance.baseCurrency);
+    }
+  }
+
+  return [...currencies];
+}
+
+export function getCollectionTypeFromConfig(config: AppConfig, collectionId: string | null): "portfolio" | "watchlist" | null {
+  if (!collectionId) return null;
+  if (config.portfolios.some((portfolio) => portfolio.id === collectionId)) return "portfolio";
+  if (config.watchlists.some((watchlist) => watchlist.id === collectionId)) return "watchlist";
+  return null;
+}
+
+export function getCollectionTickersFromConfig(
+  config: AppConfig,
+  tickersBySymbol: Map<string, TickerRecord>,
+  collectionId: string | null,
+): TickerRecord[] {
+  if (!collectionId) return [];
+  const isPortfolio = config.portfolios.some((portfolio) => portfolio.id === collectionId);
+  const isWatchlist = !isPortfolio && config.watchlists.some((watchlist) => watchlist.id === collectionId);
+  if (!isPortfolio && !isWatchlist) return [];
+  return [...tickersBySymbol.values()]
+    .filter((ticker) => (
+      isPortfolio
+        ? ticker.metadata.portfolios.includes(collectionId)
+        : ticker.metadata.watchlists.includes(collectionId)
+    ))
+    .sort((left, right) => left.metadata.ticker.localeCompare(right.metadata.ticker));
+}
+
+export function sortTickers(
+  tickers: TickerRecord[],
+  financialsMap: Map<string, TickerFinancials>,
+  sortPreference: CollectionSortPreference,
+  columnContext: ColumnContext,
+  columns: ColumnConfig[],
+) {
+  if (!sortPreference.columnId) return tickers;
+
+  const sortColumn = columns.find((column) => column.id === sortPreference.columnId);
+  if (!sortColumn) return tickers;
+  const exchangeRatesVersion = [...columnContext.exchangeRates]
+    .sort(([left], [right]) => left.localeCompare(right))
+    .map(([currency, rate]) => `${currency}:${rate}`)
+    .join(",");
+  const sortContextVersion = [
+    sortColumn.id,
+    columnContext.activeTab ?? "",
+    columnContext.baseCurrency,
+    exchangeRatesVersion,
+    sortColumn.id === "latency" ? columnContext.now : 0,
+  ].join("|");
+  const sortValues = new Map<string, ReturnType<typeof getSortValue>>();
+  for (const ticker of tickers) {
+    const financials = financialsMap.get(ticker.metadata.ticker);
+    const financialsVersion = [
+      financials?.quote?.lastUpdated ?? 0,
+      Object.keys(financials?.fundamentals ?? {}).length,
+      financials?.priceHistory.length ?? 0,
+    ].join(":");
+    const positionsVersion = JSON.stringify(ticker.metadata.positions);
+    const version = `${sortContextVersion}|${financialsVersion}|${positionsVersion}`;
+    sortValues.set(ticker.metadata.ticker, sortValueCache.get(
+      `${ticker.metadata.ticker}:${sortColumn.id}`,
+      version,
+      () => getSortValue(sortColumn, ticker, financials, columnContext),
+    ));
+  }
+
+  return [...tickers].sort((leftTicker, rightTicker) => {
+    const leftValue = sortValues.get(leftTicker.metadata.ticker) ?? null;
+    const rightValue = sortValues.get(rightTicker.metadata.ticker) ?? null;
+
+    return compareSortValues(leftValue, rightValue, sortPreference.direction);
+  });
+}