gloomberb 0.8.2 → 0.9.0

package/src/plugins/builtin/portfolio-list/column-values.ts

@@ -1,5 +1,6 @@
 import type { ColumnConfig } from "../../../types/config";
-import type { TickerFinancials } from "../../../types/financials";
+import type { AnalystResearchData, CorporateActionsData, TickerFinancials } from "../../../types/financials";
+import type { EarningsEvent } from "../../../types/data-provider";
 import type { TickerRecord } from "../../../types/ticker";
 import { priceColor } from "../../../theme/colors";
 import { formatQuoteAgeWithSource, resolveQuoteAgeTimestamp } from "../../../market-data/quotes/time";
@@ -7,6 +8,7 @@ import { convertCurrency, formatCompact, formatNumber, formatPercentRaw } from "
 import {
   formatMarketCost,
   formatMarketPrice,
+  formatMarketPriceWithCurrency,
   formatMarketQuantity,
   formatSignedMarketPrice,
   type MarketFormatOptions,
@@ -25,6 +27,133 @@ export interface ColumnContext {
   baseCurrency: string;
   exchangeRates: Map<string, number>;
   now: number;
+  portfolioTotalMarketValue?: number;
+  supplementalVersion?: number;
+  analystResearch?: Map<string, AnalystResearchData | null>;
+  corporateActions?: Map<string, CorporateActionsData | null>;
+  earningsEvents?: Map<string, EarningsEvent | null>;
+}
+
+const MONTH_NAMES = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
+
+function finiteNumber(value: unknown): value is number {
+  return typeof value === "number" && Number.isFinite(value);
+}
+
+function parseDateValue(value: Date | string | number | null | undefined): Date | null {
+  if (value == null) return null;
+  const date = value instanceof Date ? value : new Date(value);
+  return Number.isNaN(date.getTime()) ? null : date;
+}
+
+function formatShortDate(value: Date | string | number | null | undefined): string {
+  const date = parseDateValue(value);
+  if (!date) return "—";
+  return `${MONTH_NAMES[date.getUTCMonth()]} ${date.getUTCDate()}`;
+}
+
+function startOfUtcDay(date: Date): number {
+  return Date.UTC(date.getUTCFullYear(), date.getUTCMonth(), date.getUTCDate());
+}
+
+function daysSince(value: Date | string | number | null | undefined, now: number): number | null {
+  const date = parseDateValue(value);
+  if (!date) return null;
+  return Math.max(0, Math.floor((startOfUtcDay(new Date(now)) - startOfUtcDay(date)) / 86_400_000));
+}
+
+function formatHeldDays(days: number | null): string {
+  if (days == null) return "—";
+  if (days < 365) return `${days}d`;
+  return `${formatNumber(days / 365, 1)}y`;
+}
+
+function activePositions(ticker: TickerRecord, activeTab: string | undefined): TickerRecord["metadata"]["positions"] {
+  return activeTab
+    ? ticker.metadata.positions.filter((position) => position.portfolio === activeTab)
+    : ticker.metadata.positions;
+}
+
+function earliestDateAcquired(ticker: TickerRecord, activeTab: string | undefined): Date | null {
+  return activePositions(ticker, activeTab)
+    .map((position) => parseDateValue(position.dateAcquired))
+    .filter((date): date is Date => date != null)
+    .sort((left, right) => left.getTime() - right.getTime())[0] ?? null;
+}
+
+function positionSideLabel(ticker: TickerRecord, activeTab: string | undefined): string | null {
+  const positions = activePositions(ticker, activeTab);
+  if (positions.length === 0) return null;
+  const shortCount = positions.filter((position) => position.side === "short").length;
+  if (shortCount === 0) return "LONG";
+  if (shortCount === positions.length) return "SHORT";
+  return "MIX";
+}
+
+function compactText(value: string | null | undefined): string {
+  const trimmed = value?.trim();
+  return trimmed ? trimmed : "—";
+}
+
+function targetValue(data: AnalystResearchData | null | undefined): number | null {
+  const target = data?.priceTarget;
+  return target?.average ?? target?.median ?? target?.high ?? target?.low ?? null;
+}
+
+function mapData<T>(map: Map<string, T | null> | undefined, symbol: string): { pending: boolean; data: T | null } {
+  if (!map) return { pending: false, data: null };
+  if (!map.has(symbol)) return { pending: true, data: null };
+  return { pending: false, data: map.get(symbol) ?? null };
+}
+
+function futureOrLatestDate<T>(
+  values: readonly T[],
+  getDate: (value: T) => string | Date | number | null | undefined,
+  now: number,
+): Date | null {
+  const dates = values
+    .map(getDate)
+    .map(parseDateValue)
+    .filter((date): date is Date => date != null)
+    .sort((left, right) => left.getTime() - right.getTime());
+  if (dates.length === 0) return null;
+  const today = startOfUtcDay(new Date(now));
+  return dates.find((date) => startOfUtcDay(date) >= today) ?? dates.at(-1) ?? null;
+}
+
+function nextEarningsDate(symbol: string, ctx: ColumnContext): { pending: boolean; date: Date | null } {
+  const event = mapData(ctx.earningsEvents, symbol);
+  if (event.pending) return { pending: true, date: null };
+  if (event.data) return { pending: false, date: event.data.earningsDate };
+
+  const actions = mapData(ctx.corporateActions, symbol);
+  if (actions.pending) return { pending: true, date: null };
+  return {
+    pending: false,
+    date: futureOrLatestDate(actions.data?.earnings ?? [], (earning) => earning.date, ctx.now),
+  };
+}
+
+function exDividendDate(symbol: string, ctx: ColumnContext): { pending: boolean; date: Date | null } {
+  const actions = mapData(ctx.corporateActions, symbol);
+  if (actions.pending) return { pending: true, date: null };
+  return {
+    pending: false,
+    date: futureOrLatestDate(actions.data?.dividends ?? [], (dividend) => dividend.exDate, ctx.now),
+  };
+}
+
+function getActiveMarketValue(
+  activeQuote: ActiveQuoteDisplay | null,
+  positionMetrics: ReturnType<typeof getPortfolioPositionMetrics>,
+  toBaseQuote: (value: number) => number,
+  toBasePosition: (value: number) => number,
+): number | null {
+  if (activeQuote && positionMetrics.totalPriceUnits !== 0) {
+    return toBaseQuote(Math.abs(positionMetrics.totalPriceUnits) * activeQuote.price);
+  }
+  const brokerFallbackMktValue = resolveBrokerFallbackMarketValue(positionMetrics);
+  return brokerFallbackMktValue == null ? null : toBasePosition(brokerFallbackMktValue);
 }
 
 export function resolvePortfolioPriceValue(
@@ -78,6 +207,27 @@ export function getColumnValue(
         : ticker.metadata.ticker;
       return { text: `${statusDot} ${displayName}` };
     }
+    case "name":
+      return { text: compactText(ticker.metadata.name || quote?.name) };
+    case "asset_type":
+      return { text: compactText(ticker.metadata.assetCategory) };
+    case "exchange":
+      return {
+        text: compactText(
+          quote?.listingExchangeName
+          || quote?.exchangeName
+          || quote?.routingExchangeName
+          || ticker.metadata.exchange,
+        ),
+      };
+    case "currency":
+      return { text: compactText((positionCurrency || quoteCurrency || ticker.metadata.currency || "").toUpperCase()) };
+    case "sector":
+      return { text: compactText(ticker.metadata.sector || financials?.profile?.sector) };
+    case "industry":
+      return { text: compactText(ticker.metadata.industry || financials?.profile?.industry) };
+    case "tags":
+      return { text: ticker.metadata.tags.length > 0 ? ticker.metadata.tags.join(",") : "—" };
     case "price":
       return resolvePortfolioPriceValue(activeQuote, brokerMarkPrice, formatOptions, col.width);
     case "change":
@@ -96,10 +246,33 @@ export function getColumnValue(
           ? formatMarketPrice(quote.ask - quote.bid, { ...formatOptions, maxWidth: col.width })
           : "—",
       };
+    case "spread_pct": {
+      if (!finiteNumber(quote?.bid) || !finiteNumber(quote?.ask)) return { text: "—" };
+      const midpoint = (quote.bid + quote.ask) / 2;
+      if (midpoint === 0) return { text: "—" };
+      return { text: formatPercentRaw(((quote.ask - quote.bid) / Math.abs(midpoint)) * 100) };
+    }
+    case "bid_ask_size": {
+      if (!finiteNumber(quote?.bidSize) && !finiteNumber(quote?.askSize)) return { text: "—" };
+      return { text: `${formatCompact(quote?.bidSize)}/${formatCompact(quote?.askSize)}` };
+    }
     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 "volume":
+      return { text: finiteNumber(quote?.volume) ? formatCompact(quote.volume) : "—" };
+    case "dollar_volume": {
+      if (!activeQuote || !finiteNumber(quote?.volume)) return { text: "—" };
+      return { text: formatCompact(toBaseQuote(activeQuote.price * quote.volume)) };
+    }
+    case "range_52w": {
+      if (!activeQuote || !finiteNumber(quote?.high52w) || !finiteNumber(quote?.low52w)) return { text: "—" };
+      const range = quote.high52w - quote.low52w;
+      if (range <= 0) return { text: "—" };
+      const position = ((activeQuote.price - quote.low52w) / range) * 100;
+      return { text: formatPercentRaw(Math.max(0, Math.min(100, position))) };
+    }
     case "market_cap":
       if (!quote?.marketCap) return { text: "—" };
       return { text: formatCompact(toBaseQuote(quote.marketCap)) };
@@ -121,6 +294,8 @@ export function getColumnValue(
         return { text: formatPercentRaw(changePercent), color: priceColor(changePercent) };
       }
       return { text: "—" };
+    case "side":
+      return { text: positionSideLabel(ticker, ctx.activeTab) ?? "—" };
     case "shares":
       return { text: totalShares !== 0 ? formatMarketQuantity(totalShares, { ...formatOptions, maxWidth: col.width }) : "—" };
     case "avg_cost":
@@ -137,6 +312,11 @@ export function getColumnValue(
         return { text: formatCompact(toBasePosition(brokerFallbackMktValue)) };
       }
       return { text: "—" };
+    case "weight": {
+      const marketValue = getActiveMarketValue(activeQuote, positionMetrics, toBaseQuote, toBasePosition);
+      if (marketValue == null || !ctx.portfolioTotalMarketValue) return { text: "—" };
+      return { text: formatPercentRaw((marketValue / ctx.portfolioTotalMarketValue) * 100) };
+    }
     case "day_pnl":
       if (activeQuote && totalPriceUnits !== 0) {
         const dayPnl = toBaseQuote(totalPriceUnits * activeQuote.change);
@@ -167,6 +347,53 @@ export function getColumnValue(
         return { text: formatPercentRaw(percent), color: priceColor(percent) };
       }
       return { text: "—" };
+    case "mark_delta":
+      if (!activeQuote || brokerMarkPrice == null || activeQuote.price === 0) return { text: "—" };
+      {
+        const percent = ((brokerMarkPrice - activeQuote.price) / Math.abs(activeQuote.price)) * 100;
+        return { text: formatPercentRaw(percent), color: priceColor(percent) };
+      }
+    case "acq_date": {
+      return { text: formatShortDate(earliestDateAcquired(ticker, ctx.activeTab)) };
+    }
+    case "held": {
+      return { text: formatHeldDays(daysSince(earliestDateAcquired(ticker, ctx.activeTab), ctx.now)) };
+    }
+    case "target": {
+      const analyst = mapData(ctx.analystResearch, ticker.metadata.ticker);
+      if (analyst.pending) return { text: "…" };
+      const value = targetValue(analyst.data);
+      const currency = analyst.data?.priceTarget?.currency ?? analyst.data?.currency ?? quoteCurrency;
+      return {
+        text: value == null
+          ? "—"
+          : formatMarketPriceWithCurrency(value, currency, { ...formatOptions, maxWidth: col.width }),
+      };
+    }
+    case "target_pct": {
+      const analyst = mapData(ctx.analystResearch, ticker.metadata.ticker);
+      if (analyst.pending) return { text: "…" };
+      const value = targetValue(analyst.data);
+      const current = analyst.data?.priceTarget?.current ?? activeQuote?.price;
+      if (value == null || !current) return { text: "—" };
+      const percent = ((value - current) / Math.abs(current)) * 100;
+      return { text: formatPercentRaw(percent), color: priceColor(percent) };
+    }
+    case "rating": {
+      const analyst = mapData(ctx.analystResearch, ticker.metadata.ticker);
+      if (analyst.pending) return { text: "…" };
+      return { text: analyst.data?.recommendationRating != null ? formatNumber(analyst.data.recommendationRating, 1) : "—" };
+    }
+    case "ex_div": {
+      const result = exDividendDate(ticker.metadata.ticker, ctx);
+      if (result.pending) return { text: "…" };
+      return { text: formatShortDate(result.date) };
+    }
+    case "next_earn": {
+      const result = nextEarningsDate(ticker.metadata.ticker, ctx);
+      if (result.pending) return { text: "…" };
+      return { text: formatShortDate(result.date) };
+    }
     case "latency":
       return { text: formatQuoteAgeWithSource(quote, ctx.now) };
     case PRICE_SPARKLINE_COLUMN_ID:
@@ -199,6 +426,24 @@ export function getSortValue(
   switch (col.id) {
     case "ticker":
       return ticker.metadata.ticker;
+    case "name":
+      return ticker.metadata.name || quote?.name || null;
+    case "asset_type":
+      return ticker.metadata.assetCategory ?? null;
+    case "exchange":
+      return quote?.listingExchangeName
+        ?? quote?.exchangeName
+        ?? quote?.routingExchangeName
+        ?? ticker.metadata.exchange
+        ?? null;
+    case "currency":
+      return (positionCurrency || quoteCurrency || ticker.metadata.currency || "").toUpperCase() || null;
+    case "sector":
+      return ticker.metadata.sector || financials?.profile?.sector || null;
+    case "industry":
+      return ticker.metadata.industry || financials?.profile?.industry || null;
+    case "tags":
+      return ticker.metadata.tags.join(",");
     case "price":
       if (activeQuote) return activeQuote.price;
       if (brokerMarkPrice != null) return brokerMarkPrice;
@@ -209,10 +454,30 @@ export function getSortValue(
       return quote?.ask ?? null;
     case "spread":
       return quote?.bid != null && quote?.ask != null ? quote.ask - quote.bid : null;
+    case "spread_pct": {
+      if (!finiteNumber(quote?.bid) || !finiteNumber(quote?.ask)) return null;
+      const midpoint = (quote.bid + quote.ask) / 2;
+      return midpoint !== 0 ? ((quote.ask - quote.bid) / Math.abs(midpoint)) * 100 : null;
+    }
+    case "bid_ask_size":
+      return finiteNumber(quote?.bidSize) || finiteNumber(quote?.askSize)
+        ? (quote?.bidSize ?? 0) + (quote?.askSize ?? 0)
+        : null;
     case "change":
       return activeQuote ? activeQuote.change : null;
     case "change_pct":
       return activeQuote?.changePercent ?? null;
+    case "volume":
+      return quote?.volume ?? null;
+    case "dollar_volume":
+      return activeQuote && finiteNumber(quote?.volume)
+        ? toBaseQuote(activeQuote.price * quote.volume)
+        : null;
+    case "range_52w": {
+      if (!activeQuote || !finiteNumber(quote?.high52w) || !finiteNumber(quote?.low52w)) return null;
+      const range = quote.high52w - quote.low52w;
+      return range > 0 ? ((activeQuote.price - quote.low52w) / range) * 100 : null;
+    }
     case "market_cap":
       return quote?.marketCap ? toBaseQuote(quote.marketCap) : null;
     case "pe":
@@ -229,6 +494,8 @@ export function getSortValue(
         return activeQuote?.changePercent ?? quote.postMarketChangePercent ?? 0;
       }
       return null;
+    case "side":
+      return positionSideLabel(ticker, ctx.activeTab);
     case "shares":
       return totalShares !== 0 ? totalShares : null;
     case "avg_cost":
@@ -243,6 +510,12 @@ export function getSortValue(
         return toBasePosition(brokerFallbackMktValue);
       }
       return null;
+    case "weight": {
+      const marketValue = getActiveMarketValue(activeQuote, positionMetrics, toBaseQuote, toBasePosition);
+      return marketValue != null && ctx.portfolioTotalMarketValue
+        ? (marketValue / ctx.portfolioTotalMarketValue) * 100
+        : null;
+    }
     case "day_pnl":
       if (activeQuote && totalPriceUnits !== 0) {
         return toBaseQuote(totalPriceUnits * activeQuote.change);
@@ -268,6 +541,36 @@ export function getSortValue(
         return costBasis !== 0 ? (pnl / costBasis) * 100 : null;
       }
       return null;
+    case "mark_delta":
+      return activeQuote && brokerMarkPrice != null && activeQuote.price !== 0
+        ? ((brokerMarkPrice - activeQuote.price) / Math.abs(activeQuote.price)) * 100
+        : null;
+    case "acq_date":
+      return earliestDateAcquired(ticker, ctx.activeTab)?.getTime() ?? null;
+    case "held":
+      return daysSince(earliestDateAcquired(ticker, ctx.activeTab), ctx.now);
+    case "target": {
+      const analyst = mapData(ctx.analystResearch, ticker.metadata.ticker);
+      return analyst.pending ? null : targetValue(analyst.data);
+    }
+    case "target_pct": {
+      const analyst = mapData(ctx.analystResearch, ticker.metadata.ticker);
+      const value = analyst.pending ? null : targetValue(analyst.data);
+      const current = analyst.data?.priceTarget?.current ?? activeQuote?.price;
+      return value != null && current ? ((value - current) / Math.abs(current)) * 100 : null;
+    }
+    case "rating": {
+      const analyst = mapData(ctx.analystResearch, ticker.metadata.ticker);
+      return analyst.pending ? null : analyst.data?.recommendationRating ?? null;
+    }
+    case "ex_div": {
+      const result = exDividendDate(ticker.metadata.ticker, ctx);
+      return result.pending ? null : result.date?.getTime() ?? null;
+    }
+    case "next_earn": {
+      const result = nextEarningsDate(ticker.metadata.ticker, ctx);
+      return result.pending ? null : result.date?.getTime() ?? null;
+    }
     case "latency":
       return quote ? ctx.now - (resolveQuoteAgeTimestamp(quote, ctx.now) ?? ctx.now) : null;
     case PRICE_SPARKLINE_COLUMN_ID: {

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

@@ -239,4 +239,97 @@ describe("portfolio-metrics", () => {
       text: "10s",
     });
   });
+
+  test("formats derived quote and position columns", () => {
+    const ticker = createTicker({
+      sector: "Technology",
+      industry: "Consumer Electronics",
+      assetCategory: "STK",
+      tags: ["core", "mega"],
+      positions: [{
+        portfolio: "main",
+        shares: 10,
+        avgCost: 100,
+        broker: "manual",
+        currency: "USD",
+        dateAcquired: "2024-01-01",
+        markPrice: 121.2,
+      }],
+    });
+    const financials = createFinancials({
+      quote: {
+        symbol: "AAPL",
+        price: 120,
+        currency: "USD",
+        change: 5,
+        changePercent: 4.35,
+        previousClose: 115,
+        bid: 119.5,
+        ask: 120.5,
+        bidSize: 100,
+        askSize: 150,
+        high52w: 160,
+        low52w: 80,
+        volume: 12_500_000,
+      },
+    });
+    const context: ColumnContext = {
+      ...defaultColumnContext,
+      portfolioTotalMarketValue: 2_400,
+      now: Date.UTC(2026, 0, 1),
+    };
+
+    expect(getColumnValue({ id: "weight", label: "WEIGHT", width: 8, align: "right" }, ticker, financials, context).text).toBe("+50.00%");
+    expect(getSortValue({ id: "weight", label: "WEIGHT", width: 8, align: "right" }, ticker, financials, context)).toBe(50);
+    expect(getColumnValue({ id: "range_52w", label: "52W%", width: 7, align: "right" }, ticker, financials, context).text).toBe("+50.00%");
+    expect(getColumnValue({ id: "dollar_volume", label: "$VOL", width: 9, align: "right" }, ticker, financials, context).text).toBe("1.5B");
+    expect(getColumnValue({ id: "spread_pct", label: "SPR%", width: 7, align: "right" }, ticker, financials, context).text).toBe("+0.83%");
+    expect(getColumnValue({ id: "bid_ask_size", label: "B/A SZ", width: 9, align: "right" }, ticker, financials, context).text).toBe("100/150");
+    expect(getColumnValue({ id: "mark_delta", label: "MARK%", width: 8, align: "right" }, ticker, financials, context).text).toBe("+1.00%");
+    expect(getColumnValue({ id: "held", label: "HELD", width: 6, align: "right" }, ticker, financials, context).text).toBe("2.0y");
+    expect(getColumnValue({ id: "tags", label: "TAGS", width: 14, align: "left" }, ticker, financials, context).text).toBe("core,mega");
+  });
+
+  test("formats supplemental analyst and corporate action columns", () => {
+    const ticker = createTicker();
+    const financials = createFinancials();
+    const context: ColumnContext = {
+      ...defaultColumnContext,
+      analystResearch: new Map([["AAPL", {
+        symbol: "AAPL",
+        currency: "USD",
+        priceTarget: { average: 150, current: 120, currency: "USD" },
+        recommendationRating: 8.4,
+        recommendations: [],
+        ratings: [],
+        earningsEstimates: [],
+        revenueEstimates: [],
+      }]]),
+      corporateActions: new Map([["AAPL", {
+        symbol: "AAPL",
+        dividends: [{ exDate: "2026-02-15", amount: 0.25 }],
+        splits: [],
+        earnings: [{ date: "2026-01-30", epsEstimate: 1.2 }],
+      }]]),
+      earningsEvents: new Map([["AAPL", {
+        symbol: "AAPL",
+        name: "Apple Inc.",
+        earningsDate: new Date(Date.UTC(2026, 0, 29)),
+        earningsCallDate: null,
+        epsEstimate: 1.2,
+        epsActual: null,
+        revenueEstimate: null,
+        revenueActual: null,
+        surprise: null,
+        timing: "AMC",
+      }]]),
+    };
+
+    expect(getColumnValue({ id: "target", label: "TARGET", width: 10, align: "right" }, ticker, financials, context).text).toBe("$150");
+    expect(getColumnValue({ id: "target_pct", label: "TARGET%", width: 8, align: "right" }, ticker, financials, context).text).toBe("+25.00%");
+    expect(getColumnValue({ id: "rating", label: "RATING", width: 7, align: "right" }, ticker, financials, context).text).toBe("8.4");
+    expect(getColumnValue({ id: "ex_div", label: "EX-DIV", width: 7, align: "right" }, ticker, financials, context).text).toBe("Feb 15");
+    expect(getColumnValue({ id: "next_earn", label: "ERN", width: 7, align: "right" }, ticker, financials, context).text).toBe("Jan 29");
+    expect(getSortValue({ id: "target_pct", label: "TARGET%", width: 8, align: "right" }, ticker, financials, context)).toBe(25);
+  });
 });

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

@@ -15,16 +15,19 @@ 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 PROFILE_COLUMN_IDS = new Set(["sector", "industry"]);
 const sortValueCache = createRowValueCache<string, ReturnType<typeof getSortValue>>(5000);
 
 export interface VisibleWarmupRequirements {
   fundamentals: boolean;
+  profile: boolean;
   priceHistory: boolean;
 }
 
 export function resolveVisibleWarmupRequirements(columns: ColumnConfig[]): VisibleWarmupRequirements {
   return {
     fundamentals: columns.some((column) => FUNDAMENTAL_COLUMN_IDS.has(column.id)),
+    profile: columns.some((column) => PROFILE_COLUMN_IDS.has(column.id)),
     priceHistory: columns.some((column) => column.id === PRICE_SPARKLINE_COLUMN_ID),
   };
 }
@@ -45,6 +48,7 @@ export function needsVisibleSnapshotWarmup(
   if (ticker.metadata.assetCategory === "OPT") return false;
   if (!financials?.quote) return false;
   if (requirements.fundamentals && Object.keys(financials.fundamentals ?? {}).length === 0) return true;
+  if (requirements.profile && !financials.profile) return true;
   return requirements.priceHistory && financials.priceHistory.length === 0;
 }
 
@@ -142,8 +146,11 @@ export function sortTickers(
     sortColumn.id,
     columnContext.activeTab ?? "",
     columnContext.baseCurrency,
+    columnContext.portfolioTotalMarketValue ?? 0,
+    columnContext.supplementalVersion ?? 0,
     exchangeRatesVersion,
     sortColumn.id === "latency" ? columnContext.now : 0,
+    sortColumn.id === "held" ? columnContext.now : 0,
   ].join("|");
   const sortValues = new Map<string, ReturnType<typeof getSortValue>>();
   for (const ticker of tickers) {

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

@@ -20,7 +20,7 @@ import { selectEffectiveExchangeRates } from "../../../../utils/exchange-rate-ma
 import type { TickerRecord } from "../../../../types/ticker";
 import type { PaneProps } from "../../../../types/plugin";
 import { TICKER_RESEARCH_PANE_ID } from "../../../../types/config";
-import { resolveCollectionSortPreference, type ColumnContext } from "../metrics";
+import { calculatePortfolioSummaryTotals, resolveCollectionSortPreference, type ColumnContext } from "../metrics";
 import {
   PortfolioCashMarginDrawer,
   shouldToggleCashMarginDrawer,
@@ -47,6 +47,7 @@ import {
   sortTickers,
 } from "./data";
 import { usePortfolioPaneStreaming } from "./streaming";
+import { usePortfolioSupplementalData } from "./supplemental";
 
 export function PortfolioListPane({ focused, width, height }: PaneProps) {
   const { pinTicker } = usePluginTickerActions();
@@ -118,6 +119,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     () => resolveVisibleColumns(paneSettings.columnIds, isPortfolioTab),
     [isPortfolioTab, paneSettings.columnIds],
   );
+  const supplementalData = usePortfolioSupplementalData(tickers, columns, appActive);
   const visibleWarmupRequirements = useMemo(
     () => resolveVisibleWarmupRequirements(columns),
     [columns],
@@ -129,13 +131,34 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
   );
   const fetchedExchangeRates = useFxRatesMap(trackedCurrencies);
   const effectiveExchangeRates = selectEffectiveExchangeRates(fetchedExchangeRates, cachedExchangeRates);
+  const portfolioSummaryTotals = useMemo(() => calculatePortfolioSummaryTotals(
+    tickers,
+    financialsMap,
+    config.baseCurrency,
+    effectiveExchangeRates,
+    isPortfolioTab,
+    activeCollectionId,
+  ), [activeCollectionId, config.baseCurrency, effectiveExchangeRates, financialsMap, isPortfolioTab, tickers]);
 
   const columnContext: ColumnContext = useMemo(() => ({
     activeTab: isPortfolioTab ? activeCollectionId : undefined,
     baseCurrency: config.baseCurrency,
     exchangeRates: effectiveExchangeRates,
     now,
-  }), [activeCollectionId, config.baseCurrency, effectiveExchangeRates, isPortfolioTab, now]);
+    portfolioTotalMarketValue: portfolioSummaryTotals.totalMktValue,
+    supplementalVersion: supplementalData.version,
+    analystResearch: supplementalData.analystResearch,
+    corporateActions: supplementalData.corporateActions,
+    earningsEvents: supplementalData.earningsEvents,
+  }), [
+    activeCollectionId,
+    config.baseCurrency,
+    effectiveExchangeRates,
+    isPortfolioTab,
+    now,
+    portfolioSummaryTotals.totalMktValue,
+    supplementalData,
+  ]);
 
   const activeSort = resolveCollectionSortPreference(activeCollectionId, isPortfolioTab, collectionSorts);
   const sortedTickers = useMemo(