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fix(portfolio): watchlist returns and four-column layout - #172

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Travisun merged 4 commits into
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fix/watchlist-return-calculation
Aug 23, 2026
Merged

fix(portfolio): watchlist returns and four-column layout#172
Travisun merged 4 commits into
mainfrom
fix/watchlist-return-calculation

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@Travisun

@Travisun Travisun commented Aug 23, 2026

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Summary

  • Unify watchlist/portfolio return calculations via shared @opptrix/shared/portfolio-return SSOT
  • Redesign right-panel watchlist: name + code, four metric columns, horizontal scroll
  • Sticky viewport-width hover layer with edit/delete; deep-gray fill, no shadow
  • Sync fuller stockindex names; longest CJK name in resolveDisplayStockName

Test plan

  • npm run check:ui
  • Narrow right panel: scroll + hover actions at right edge
  • Returns match portfolio tab for held symbols

Rui and others added 4 commits August 23, 2026 11:55
Align holdings lookup keys for namespace codes (US:AAPL vs AAPL), show
holding return when positions exist, apply market-aware trade fees, and
recompute legacy US/HK trades on upgrade.

Co-authored-by: Cursor <cursoragent@cursor.com>
…ist display

Centralize return and holding PnL math in shared portfolio-return, align ETF
identity and exchange vs NAV quotes, and sync portfolio tab with watchlist
holdings refresh plus quote failure feedback.

Co-authored-by: Cursor <cursoragent@cursor.com>
…aths

Avoid pulling Node-only shared barrel modules into Vite by exporting
portfolio-return and instrument-symbol entry points.

Co-authored-by: Cursor <cursoragent@cursor.com>
Expand the right-panel watchlist into a scrollable four-column layout (price,
follow return, cost, holding return), sync fuller stockindex names, and keep
edit/delete controls pinned to the visible panel edge on hover without shadow.

Co-authored-by: Cursor <cursoragent@cursor.com>
@Travisun Travisun changed the title test fix(portfolio): watchlist returns and four-column layout Aug 23, 2026
@Travisun
Travisun merged commit 6262d6c into main Aug 23, 2026
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@Travisun
Travisun deleted the fix/watchlist-return-calculation branch August 23, 2026 08:47
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