gloomberb 0.9.2 → 0.9.4

package/src/plugins/builtin/kelly-sizer/pane.tsx

@@ -0,0 +1,558 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { Box, Text, TextAttributes, type InputRenderable } from "../../../ui";
+import { useShortcut } from "../../../react/input";
+import { colors } from "../../../theme/colors";
+import {
+  InputSearchBar,
+  Tabs,
+  usePaneFooter,
+} from "../../../components";
+import type { PaneProps } from "../../../types/plugin";
+import { useFxRatesMap, useTickerFinancials, useTickerFinancialsMap } from "../../../market-data/hooks";
+import { formatCurrency } from "../../../utils/format";
+import { selectEffectiveExchangeRates } from "../../../utils/exchange-rate-map";
+import {
+  useAppDispatch,
+  getFocusedCollectionId,
+  getFocusedTickerSymbol,
+  useAppSelector,
+  usePaneInstance,
+  usePaneStateValue,
+} from "../../../state/app/context";
+import { selectCommandBarOpen } from "../../../state/selectors-ui";
+import { usePortfolioAccountState } from "../portfolio-list/header";
+import { getSharedRegistry } from "../../registry";
+import { resolveTickerOpenTarget } from "../../../tickers/open-target";
+import { calculatePortfolioSummaryTotals } from "../portfolio-list/metrics";
+import {
+  buildTrackedCurrencies,
+  getCollectionTickersFromConfig,
+} from "../portfolio-list/pane/data";
+import {
+  DEFAULT_KELLY_DRAFTS,
+  KELLY_MODES,
+  applyKellyCommonAssumptions,
+  buildKellyCurvePoints,
+  buildSensitivityGrid,
+  calculateExpectedLogGrowthAtFraction,
+  calculateKellySizing,
+  cloneKellyDrafts,
+  getKellyCurveMaxFraction,
+  type KellySizerDraft,
+  type KellySizerModeDrafts,
+  type KellySizingMode,
+} from "./model";
+import { KELLY_PANE_ID } from "./constants";
+import {
+  InlineFieldView,
+  buildKellyCurveXAxisLabels,
+  isPlainShortcut,
+  truncateText,
+} from "./view";
+import {
+  buildCommonFields,
+  buildModeFields,
+  type InlineField,
+} from "./fields";
+import type { StaticChartXMarker } from "../../../components/chart/static/chart/surface";
+import {
+  KellyCurveSection,
+  KellyResultMetrics,
+  KellySensitivitySection,
+} from "./sections";
+import { getPortfolioPositionValue, resolveActivePortfolioId } from "./portfolio";
+import { useKellyCommonAssumptions } from "./state";
+
+export function KellySizerPane({ focused, width, height }: PaneProps) {
+  const paneInstance = usePaneInstance();
+  const dispatch = useAppDispatch();
+  const config = useAppSelector((state) => state.config);
+  const activeCollectionId = useAppSelector((state) => getFocusedCollectionId(state));
+  const focusedSymbol = useAppSelector((state) => getFocusedTickerSymbol(state));
+  const [symbolOverride, setSymbolOverride] = usePaneStateValue<string | null>("symbol", null);
+  const requestedSymbol = symbolOverride || paneInstance?.params?.symbol || focusedSymbol;
+  const ticker = useAppSelector((state) => (requestedSymbol ? state.tickers.get(requestedSymbol) ?? null : null));
+  const cachedFinancials = useAppSelector((state) => (requestedSymbol ? state.financials.get(requestedSymbol) ?? null : null));
+  const liveFinancials = useTickerFinancials(requestedSymbol ?? null, ticker);
+  const financials = liveFinancials ?? cachedFinancials;
+  const tickersBySymbol = useAppSelector((state) => state.tickers);
+  const cachedPortfolioFinancials = useAppSelector((state) => state.financials);
+  const cachedExchangeRates = useAppSelector((state) => state.exchangeRates);
+  const brokerAccounts = useAppSelector((state) => state.brokerAccounts);
+  const commandBarOpen = useAppSelector(selectCommandBarOpen);
+
+  const [mode, setMode] = usePaneStateValue<KellySizingMode>("mode", "binary");
+  const [drafts, setDrafts] = usePaneStateValue<KellySizerModeDrafts>("drafts", cloneKellyDrafts());
+  const [showSensitivity, setShowSensitivity] = usePaneStateValue<boolean>("showSensitivity", false);
+  const [selectedPortfolioId, setSelectedPortfolioId] = usePaneStateValue<string | null>("portfolioId", null);
+  const [bankrollOverride, setBankrollOverride] = usePaneStateValue<number | null>("bankrollOverride", null);
+  const [currentValueOverride, setCurrentValueOverride] = usePaneStateValue<number | null>("currentValueOverride", null);
+  const [selectedFieldIndex, setSelectedFieldIndex] = useState(0);
+  const [activeInputId, setActiveInputId] = useState<string | null>(null);
+  const tickerInputRef = useRef<InputRenderable | null>(null);
+  const [tickerSearchActive, setTickerSearchActive] = useState(false);
+  const [tickerSearchQuery, setTickerSearchQuery] = useState(requestedSymbol ?? "");
+  const [tickerSearchFocusToken, setTickerSearchFocusToken] = useState(0);
+  const [tickerSearchStatus, setTickerSearchStatus] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (!tickerSearchActive) {
+      setTickerSearchQuery(requestedSymbol ?? "");
+    }
+  }, [requestedSymbol, tickerSearchActive]);
+
+  const activateInput = useCallback((inputId: string | null, fieldIndex?: number) => {
+    if (typeof fieldIndex === "number") setSelectedFieldIndex(fieldIndex);
+    setActiveInputId(inputId);
+  }, []);
+
+  const focusTickerSearch = useCallback(() => {
+    setTickerSearchActive(true);
+    setTickerSearchFocusToken((value) => value + 1);
+    activateInput(null);
+  }, [activateInput]);
+
+  const resolveTickerQuery = useCallback(async (query: string) => {
+    const normalizedQuery = query.trim().toUpperCase();
+    setTickerSearchQuery(normalizedQuery);
+    if (!normalizedQuery || normalizedQuery === requestedSymbol) {
+      setTickerSearchStatus(null);
+      return;
+    }
+
+    const registry = getSharedRegistry();
+    if (!registry) {
+      setTickerSearchStatus("lookup unavailable");
+      return;
+    }
+
+    setTickerSearchStatus("checking...");
+    const target = await resolveTickerOpenTarget({
+      query: normalizedQuery,
+      tickers: tickersBySymbol,
+      dataProvider: registry.marketData,
+      tickerRepository: registry.tickerRepository,
+    });
+
+    if (!target) {
+      setTickerSearchStatus("not found");
+      return;
+    }
+
+    dispatch({ type: "UPDATE_TICKER", ticker: target.ticker });
+    if (target.created) {
+      registry.events.emit("ticker:added", { symbol: target.symbol, ticker: target.ticker });
+    }
+    setSymbolOverride(target.symbol);
+    setBankrollOverride(null);
+    setCurrentValueOverride(null);
+    setTickerSearchQuery(target.symbol);
+    setTickerSearchStatus(null);
+  }, [
+    dispatch,
+    requestedSymbol,
+    setBankrollOverride,
+    setCurrentValueOverride,
+    setSymbolOverride,
+    tickersBySymbol,
+  ]);
+
+  const activePortfolioId = resolveActivePortfolioId({
+    requestedPortfolioId: selectedPortfolioId ?? paneInstance?.params?.portfolioId ?? null,
+    activeCollectionId,
+    symbol: requestedSymbol ?? null,
+    ticker,
+    config,
+  });
+  const activePortfolio = useMemo(
+    () => config.portfolios.find((portfolio) => portfolio.id === activePortfolioId) ?? null,
+    [activePortfolioId, config.portfolios],
+  );
+  const portfolioTickers = useMemo(
+    () => activePortfolioId ? getCollectionTickersFromConfig(config, tickersBySymbol, activePortfolioId) : [],
+    [activePortfolioId, config, tickersBySymbol],
+  );
+  const livePortfolioFinancials = useTickerFinancialsMap(portfolioTickers);
+  const portfolioFinancials = useMemo(() => {
+    const merged = new Map(cachedPortfolioFinancials);
+    for (const [symbol, value] of livePortfolioFinancials) merged.set(symbol, value);
+    if (requestedSymbol && financials) merged.set(requestedSymbol, financials);
+    return merged;
+  }, [cachedPortfolioFinancials, financials, livePortfolioFinancials, requestedSymbol]);
+  const accountState = usePortfolioAccountState(activePortfolio, { brokerAccounts, config });
+  const trackedCurrencies = useMemo(
+    () => buildTrackedCurrencies(portfolioTickers, portfolioFinancials, accountState, config.baseCurrency),
+    [accountState, config.baseCurrency, portfolioFinancials, portfolioTickers],
+  );
+  const fetchedExchangeRates = useFxRatesMap(trackedCurrencies);
+  const exchangeRates = selectEffectiveExchangeRates(fetchedExchangeRates, cachedExchangeRates);
+  const portfolioSummary = useMemo(
+    () => calculatePortfolioSummaryTotals(
+      portfolioTickers,
+      portfolioFinancials,
+      config.baseCurrency,
+      exchangeRates,
+      true,
+      activePortfolioId,
+    ),
+    [activePortfolioId, config.baseCurrency, exchangeRates, portfolioFinancials, portfolioTickers],
+  );
+  const sourceBankroll = accountState?.account.netLiquidation
+    ?? portfolioSummary.totalMktValue
+    ?? 0;
+  const sourceCurrentValue = getPortfolioPositionValue({
+    ticker,
+    financials,
+    portfolioId: activePortfolioId,
+    baseCurrency: config.baseCurrency,
+    exchangeRates,
+  });
+  const bankroll = bankrollOverride ?? sourceBankroll;
+  const currentValue = currentValueOverride ?? sourceCurrentValue;
+  const price = financials?.quote?.price ?? null;
+  const rawActiveDraft = drafts[mode] ?? DEFAULT_KELLY_DRAFTS[mode];
+  const { commonAssumptions, updateCommon } = useKellyCommonAssumptions(rawActiveDraft);
+  const activeDraft = useMemo(
+    () => applyKellyCommonAssumptions(rawActiveDraft, commonAssumptions),
+    [commonAssumptions, rawActiveDraft],
+  );
+
+  const updateDraft = useCallback((patch: Partial<KellySizerDraft>) => {
+    setDrafts((current) => ({
+      ...cloneKellyDrafts(current),
+      [mode]: {
+        ...(current[mode] ?? DEFAULT_KELLY_DRAFTS[mode]),
+        ...patch,
+      } as KellySizerDraft,
+    }));
+  }, [mode, setDrafts]);
+
+  const fields = useMemo(
+    () => buildModeFields({ mode, draft: activeDraft, updateDraft }),
+    [activeDraft, mode, updateDraft],
+  );
+  const commonFields = useMemo(
+    () => buildCommonFields({ common: commonAssumptions, updateCommon }),
+    [commonAssumptions, updateCommon],
+  );
+  const contextFields = useMemo<InlineField[]>(() => [
+    {
+      id: "context:bankroll",
+      label: "Bankroll",
+      value: bankroll,
+      suffix: config.baseCurrency,
+      onValue: (value) => setBankrollOverride(Math.max(0, value)),
+      onClear: () => setBankrollOverride(null),
+    },
+    {
+      id: "context:current",
+      label: "Current",
+      value: currentValue,
+      suffix: config.baseCurrency,
+      onValue: (value) => setCurrentValueOverride(Math.max(0, value)),
+      onClear: () => setCurrentValueOverride(null),
+    },
+  ], [bankroll, config.baseCurrency, currentValue, setBankrollOverride, setCurrentValueOverride]);
+  const editableFields = useMemo(() => [...commonFields, ...fields], [commonFields, fields]);
+  const safeSelectedFieldIndex = Math.min(selectedFieldIndex, Math.max(0, editableFields.length - 1));
+  const result = useMemo(
+    () => calculateKellySizing({
+      mode,
+      draft: activeDraft,
+      bankroll,
+      currentValue,
+      price,
+    }),
+    [activeDraft, bankroll, currentValue, mode, price],
+  );
+  const sensitivity = useMemo(() => buildSensitivityGrid(mode, activeDraft), [activeDraft, mode]);
+  const curveMaxFraction = useMemo(
+    () => getKellyCurveMaxFraction(mode, activeDraft, [
+      result.currentFraction,
+      result.clippedFraction,
+      result.fullKellyFraction,
+    ]),
+    [activeDraft, mode, result.clippedFraction, result.currentFraction, result.fullKellyFraction],
+  );
+  const curvePoints = useMemo(
+    () => buildKellyCurvePoints(mode, activeDraft, curveMaxFraction),
+    [activeDraft, curveMaxFraction, mode],
+  );
+  const curveXAxisLabels = useMemo(() => buildKellyCurveXAxisLabels(curveMaxFraction), [curveMaxFraction]);
+  const currentGrowth = useMemo(
+    () => calculateExpectedLogGrowthAtFraction(mode, activeDraft, result.currentFraction),
+    [activeDraft, mode, result.currentFraction],
+  );
+  const targetGrowth = useMemo(
+    () => calculateExpectedLogGrowthAtFraction(mode, activeDraft, result.clippedFraction),
+    [activeDraft, mode, result.clippedFraction],
+  );
+  const curveMarkers = useMemo<StaticChartXMarker[]>(() => {
+    if (!Number.isFinite(curveMaxFraction) || curveMaxFraction <= 0) return [];
+    const targetLabel = result.clipReasons[0]?.replace(/^max /, "") ?? "target";
+    const markers: StaticChartXMarker[] = [
+      {
+        id: "current",
+        xRatio: result.currentFraction / curveMaxFraction,
+        label: "current",
+        color: colors.textDim,
+        lineChar: "┊",
+      },
+      {
+        id: "target",
+        xRatio: result.clippedFraction / curveMaxFraction,
+        label: targetLabel === "target" ? "target" : `${targetLabel} cap`,
+        color: colors.positive,
+        lineChar: "┃",
+      },
+      {
+        id: "full",
+        xRatio: result.fullKellyFraction / curveMaxFraction,
+        label: "full",
+        color: colors.textMuted,
+        lineChar: "│",
+      },
+    ];
+    return markers.filter((marker) => Number.isFinite(marker.xRatio) && marker.xRatio >= 0);
+  }, [
+    curveMaxFraction,
+    result.clipReasons,
+    result.clippedFraction,
+    result.currentFraction,
+    result.fullKellyFraction,
+  ]);
+  const summaryLine = requestedSymbol
+    ? `${requestedSymbol}${activePortfolio ? ` · ${activePortfolio.name}` : ""}`
+    : "No ticker selected";
+
+  const toggleSensitivity = useCallback(() => {
+    setShowSensitivity((current) => !current);
+  }, [setShowSensitivity]);
+
+  useShortcut((event) => {
+    if (!focused) return;
+    if (commandBarOpen || event.defaultPrevented || event.propagationStopped) return;
+    if (event.ctrl || event.meta || event.super || event.alt || event.targetEditable) return;
+
+    if (isPlainShortcut(event, "s")) {
+      event.preventDefault?.();
+      event.stopPropagation?.();
+      toggleSensitivity();
+      return;
+    }
+    if (isPlainShortcut(event, "t")) {
+      event.preventDefault?.();
+      event.stopPropagation?.();
+      focusTickerSearch();
+      return;
+    }
+    if (isPlainShortcut(event, "e")) {
+      event.preventDefault?.();
+      event.stopPropagation?.();
+      activateInput(editableFields[safeSelectedFieldIndex]?.id ?? null);
+    }
+  }, { enabled: focused });
+
+  usePaneFooter(KELLY_PANE_ID, () => ({
+    info: result.warnings.length > 0
+      ? [{ id: "warning", parts: [{ text: result.warnings[0]!, tone: "warning" as const }] }]
+      : result.clipReasons.length > 0
+        ? [{ id: "clip", parts: [{ text: `clip ${result.clipReasons.join(", ")}`, tone: "muted" as const }] }]
+        : [],
+    hints: [
+      { id: "ticker", key: "t", label: "icker", onPress: focusTickerSearch },
+      { id: "sensitivity", key: "s", label: showSensitivity ? "ensitivity off" : "ensitivity", onPress: toggleSensitivity },
+    ],
+  }), [focusTickerSearch, result.clipReasons, result.warnings, showSensitivity, toggleSensitivity]);
+
+  const portfolioTabs = useMemo(
+    () => config.portfolios.map((portfolio) => ({ label: portfolio.name, value: portfolio.id })),
+    [config.portfolios],
+  );
+  const fieldColumns = width >= 92 ? 3 : 2;
+  const commonColumns = width >= 78 ? 3 : 2;
+  const commonRows = Math.max(1, Math.ceil(commonFields.length / commonColumns));
+  const fieldsRows = Math.max(1, Math.ceil(fields.length / fieldColumns));
+  const commonFieldWidth = Math.max(22, Math.floor((width - 2) / commonColumns));
+  const fieldWidth = Math.max(22, Math.floor((width - 2) / fieldColumns));
+  const contextFieldWidth = Math.max(28, Math.floor((width - 2) / 2));
+  const metricsRows = 6;
+  const curveDecisionRows = 1;
+  const chartHeight = showSensitivity ? 0 : Math.max(7, Math.min(10, height - commonRows - fieldsRows - metricsRows - curveDecisionRows - 8));
+  const showChart = !showSensitivity && chartHeight >= 6 && curvePoints.length > 0;
+  const leftMetricsWidth = Math.max(36, Math.floor((width - 2) * 0.52));
+  const rightMetricsWidth = Math.max(28, width - 2 - leftMetricsWidth);
+
+  if (!requestedSymbol || !ticker) {
+    return (
+      <Box flexDirection="column" width={width} height={height} paddingX={1} paddingY={1}>
+        <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>Position Sizer</Text>
+        <Box height={1} />
+        <Text fg={colors.textMuted}>Select a ticker or open with KELLY &lt;ticker&gt;.</Text>
+      </Box>
+    );
+  }
+
+  return (
+    <Box
+      flexDirection="column"
+      width={width}
+      height={height}
+    >
+      <Box height={1} paddingX={1} flexDirection="row">
+        <Box flexGrow={1} overflow="hidden">
+          {tickerSearchActive ? (
+            <InputSearchBar
+              value={tickerSearchQuery}
+              focused={focused}
+              active={tickerSearchActive}
+              width={Math.min(36, Math.max(12, width - 18))}
+              focusToken={tickerSearchFocusToken}
+              inputRef={tickerInputRef}
+              placeholder="ticker"
+              debounceMs={500}
+              normalizeValue={(value) => value.trim().toUpperCase()}
+              onFocus={() => setTickerSearchActive(true)}
+              onBlur={() => setTickerSearchActive(false)}
+              onQueryChange={(query) => {
+                void resolveTickerQuery(query);
+              }}
+            />
+          ) : (
+            <Box height={1} flexDirection="row" onMouseDown={focusTickerSearch}>
+              <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>
+                {truncateText(summaryLine, Math.max(8, width - 2))}
+              </Text>
+              {tickerSearchStatus ? (
+                <Text fg={colors.textMuted}>
+                  {truncateText(`  ${tickerSearchStatus}`, Math.max(0, width - summaryLine.length - 18))}
+                </Text>
+              ) : null}
+            </Box>
+          )}
+        </Box>
+        {price != null && (
+          <Text fg={colors.textDim}>
+            {formatCurrency(price, financials?.quote?.currency ?? ticker.metadata.currency ?? config.baseCurrency)}
+          </Text>
+        )}
+      </Box>
+
+      {portfolioTabs.length > 1 && (
+        <Box height={1} flexDirection="row">
+          <Box flexShrink={1} overflow="hidden">
+            <Tabs
+              tabs={portfolioTabs}
+              activeValue={activePortfolioId}
+              onSelect={(portfolioId) => {
+                setSelectedPortfolioId(portfolioId);
+                setBankrollOverride(null);
+                setCurrentValueOverride(null);
+              }}
+              compact
+              focused={focused && !activeInputId}
+              keyboardNavigation={false}
+            />
+          </Box>
+        </Box>
+      )}
+
+      <Box height={1} flexDirection="row" paddingX={1}>
+        {contextFields.map((field) => (
+          <InlineFieldView
+            key={field.id}
+            field={field}
+            active={activeInputId === field.id}
+            focused={focused}
+            width={contextFieldWidth}
+            onFocus={() => activateInput(field.id)}
+          />
+        ))}
+        {bankrollOverride != null || currentValueOverride != null ? (
+          <Text fg={colors.textMuted}> override</Text>
+        ) : null}
+      </Box>
+
+      <Box height={1} paddingX={1}>
+        <Tabs
+          tabs={KELLY_MODES.map((entry) => ({ label: entry.label, value: entry.id }))}
+          activeValue={mode}
+          onSelect={(nextMode) => {
+            setMode(nextMode as KellySizingMode);
+            setSelectedFieldIndex(0);
+            activateInput(null);
+          }}
+          compact
+          focused={focused && !activeInputId}
+        />
+      </Box>
+
+      <Box flexDirection="column" paddingX={1} height={commonRows}>
+        {Array.from({ length: commonRows }, (_, rowIndex) => (
+          <Box key={rowIndex} height={1} flexDirection="row">
+            {commonFields.slice(rowIndex * commonColumns, rowIndex * commonColumns + commonColumns).map((field, offset) => {
+              const index = rowIndex * commonColumns + offset;
+              return (
+                <InlineFieldView
+                  key={field.id}
+                  field={field}
+                  active={activeInputId === field.id}
+                  focused={focused}
+                  width={commonFieldWidth}
+                  onFocus={() => activateInput(field.id, index)}
+                />
+              );
+            })}
+          </Box>
+        ))}
+      </Box>
+
+      <Box flexDirection="column" paddingX={1} height={fieldsRows}>
+        {Array.from({ length: fieldsRows }, (_, rowIndex) => (
+          <Box key={rowIndex} height={1} flexDirection="row">
+            {fields.slice(rowIndex * fieldColumns, rowIndex * fieldColumns + fieldColumns).map((field, offset) => {
+              const index = rowIndex * fieldColumns + offset;
+              return (
+                <InlineFieldView
+                  key={field.id}
+                  field={field}
+                  active={activeInputId === field.id}
+                  focused={focused}
+                  width={fieldWidth}
+                  onFocus={() => activateInput(field.id, commonFields.length + index)}
+                />
+              );
+            })}
+          </Box>
+        ))}
+      </Box>
+
+      <KellyResultMetrics
+        result={result}
+        activeDraft={activeDraft}
+        baseCurrency={config.baseCurrency}
+        leftWidth={leftMetricsWidth}
+        rightWidth={rightMetricsWidth}
+      />
+
+      {showChart && (
+        <KellyCurveSection
+          width={width}
+          height={chartHeight}
+          points={curvePoints}
+          xAxisLabels={curveXAxisLabels}
+          curveMaxFraction={curveMaxFraction}
+          markers={curveMarkers}
+          result={result}
+          currentGrowth={currentGrowth}
+          targetGrowth={targetGrowth}
+          baseCurrency={config.baseCurrency}
+        />
+      )}
+
+      {showSensitivity && (
+        <KellySensitivitySection width={width} sensitivity={sensitivity} />
+      )}
+    </Box>
+  );
+}

package/src/plugins/builtin/kelly-sizer/portfolio.ts

@@ -0,0 +1,71 @@
+import type { AppConfig } from "../../../types/config";
+import type { TickerFinancials } from "../../../types/financials";
+import type { TickerRecord } from "../../../types/ticker";
+import { getActiveQuoteDisplay } from "../../../market-data/market/status";
+import { convertCurrency } from "../../../utils/format";
+import { getCollectionTypeFromConfig } from "../portfolio-list/pane/data";
+import { getPortfolioPositionMetrics, resolveBrokerFallbackMarketValue } from "../portfolio-list/position-metrics";
+
+export function getPortfolioPositionValue({
+  ticker,
+  financials,
+  portfolioId,
+  baseCurrency,
+  exchangeRates,
+}: {
+  ticker: TickerRecord | null;
+  financials: TickerFinancials | null;
+  portfolioId: string | null;
+  baseCurrency: string;
+  exchangeRates: Map<string, number>;
+}): number {
+  if (!ticker) return 0;
+  const scopedTicker: TickerRecord = portfolioId
+    ? {
+        ...ticker,
+        metadata: {
+          ...ticker.metadata,
+          positions: ticker.metadata.positions.filter((position) => position.portfolio === portfolioId),
+        },
+      }
+    : ticker;
+  const quote = financials?.quote;
+  const activeQuote = getActiveQuoteDisplay(quote);
+  const quoteCurrency = quote?.currency || ticker.metadata.currency || baseCurrency;
+  const metrics = getPortfolioPositionMetrics(scopedTicker, undefined, quoteCurrency);
+
+  if (activeQuote && metrics.totalPriceUnits !== 0) {
+    return convertCurrency(Math.abs(metrics.totalPriceUnits) * activeQuote.price, quoteCurrency, baseCurrency, exchangeRates);
+  }
+
+  const brokerFallback = resolveBrokerFallbackMarketValue(metrics);
+  const positionCurrency = metrics.positionCurrency || quoteCurrency;
+  return convertCurrency(Math.abs(brokerFallback ?? metrics.totalCost), positionCurrency, baseCurrency, exchangeRates);
+}
+
+export function resolveActivePortfolioId({
+  requestedPortfolioId,
+  activeCollectionId,
+  symbol,
+  ticker,
+  config,
+}: {
+  requestedPortfolioId?: string | null;
+  activeCollectionId: string | null;
+  symbol: string | null;
+  ticker: TickerRecord | null;
+  config: AppConfig;
+}): string | null {
+  if (requestedPortfolioId && config.portfolios.some((portfolio) => portfolio.id === requestedPortfolioId)) {
+    return requestedPortfolioId;
+  }
+  if (activeCollectionId && getCollectionTypeFromConfig(config, activeCollectionId) === "portfolio") {
+    return activeCollectionId;
+  }
+  if (ticker) {
+    const positionPortfolio = ticker.metadata.positions.find((position) => position.portfolio)?.portfolio;
+    if (positionPortfolio) return positionPortfolio;
+    if (ticker.metadata.portfolios[0]) return ticker.metadata.portfolios[0];
+  }
+  return symbol ? config.portfolios[0]?.id ?? null : null;
+}