Implement portfolio management backend and terminal UI

MosaicIQ/src-tauri/src/agent/service.rs

@@ -190,7 +190,6 @@ mod tests {
     use std::env;
     use std::fs;
     use std::path::PathBuf;
-    use std::sync::{Mutex, OnceLock};
     use std::time::{SystemTime, UNIX_EPOCH};
 
     use super::SessionManager;
@@ -485,7 +484,7 @@ mod tests {
     }
 
     fn with_test_home<T>(prefix: &str, test: impl FnOnce() -> T) -> T {
-        let _lock = env_lock().lock().unwrap();
+        let _lock = crate::test_support::env_lock().lock().unwrap();
         let home = env::temp_dir().join(unique_identifier(prefix));
         fs::create_dir_all(&home).unwrap();
 
@@ -506,12 +505,6 @@ mod tests {
             Err(payload) => std::panic::resume_unwind(payload),
         }
     }
-
-    fn env_lock() -> &'static Mutex<()> {
-        static LOCK: OnceLock<Mutex<()>> = OnceLock::new();
-        LOCK.get_or_init(|| Mutex::new(()))
-    }
-
     fn cleanup_test_data_dir(path: PathBuf) {
         let _ = fs::remove_dir_all(path);
     }

MosaicIQ/src-tauri/src/commands/terminal.rs

@@ -8,7 +8,9 @@ use crate::agent::{
     ChatStreamStart,
 };
 use crate::state::AppState;
-use crate::terminal::{Company, ExecuteTerminalCommandRequest, LookupCompanyRequest, TerminalCommandResponse};
+use crate::terminal::{
+    Company, ExecuteTerminalCommandRequest, LookupCompanyRequest, TerminalCommandResponse,
+};
 
 /// Executes a slash command and returns either terminal text or a structured panel payload.
 #[tauri::command]

MosaicIQ/src-tauri/src/lib.rs

@@ -7,8 +7,11 @@
 mod agent;
 mod commands;
 mod error;
+mod portfolio;
 mod state;
 mod terminal;
+#[cfg(test)]
+mod test_support;
 
 use tauri::Manager;
 

MosaicIQ/src-tauri/src/portfolio/engine.rs

@@ -0,0 +1,443 @@
+use std::collections::HashMap;
+
+use thiserror::Error;
+
+use crate::portfolio::{
+    OpenLot, PortfolioLedger, PortfolioTransaction, PositionSnapshot, ReplaySnapshot,
+    TransactionKind,
+};
+
+const FLOAT_TOLERANCE: f64 = 1e-9;
+
+#[derive(Debug, Error, Clone, PartialEq)]
+pub enum PortfolioEngineError {
+    #[error("ledger transaction {transaction_id} has invalid numeric fields")]
+    InvalidTransactionNumbers { transaction_id: String },
+    #[error("ledger transaction {transaction_id} is missing required fields")]
+    MissingTransactionFields { transaction_id: String },
+    #[error("ledger transaction {transaction_id} would make cash negative by {shortfall:.2}")]
+    NegativeCash {
+        transaction_id: String,
+        shortfall: f64,
+    },
+    #[error(
+        "ledger transaction {transaction_id} tries to sell {requested_quantity:.4} shares of {symbol} but only {available_quantity:.4} are available"
+    )]
+    InsufficientShares {
+        transaction_id: String,
+        symbol: String,
+        requested_quantity: f64,
+        available_quantity: f64,
+    },
+}
+
+#[must_use]
+pub fn replay_ledger(ledger: &PortfolioLedger) -> Result<ReplaySnapshot, PortfolioEngineError> {
+    let mut ordered_transactions = ledger.transactions.clone();
+    ordered_transactions.sort_by(|left, right| {
+        left.executed_at
+            .cmp(&right.executed_at)
+            .then_with(|| left.id.cmp(&right.id))
+    });
+
+    let mut cash_balance = 0.0;
+    let mut realized_gain = 0.0;
+    let mut lots_by_symbol: HashMap<String, Vec<OpenLot>> = HashMap::new();
+    let mut names_by_symbol: HashMap<String, String> = HashMap::new();
+    let mut latest_trade_at: HashMap<String, String> = HashMap::new();
+    let mut latest_trade_price: HashMap<String, f64> = HashMap::new();
+
+    for transaction in &ordered_transactions {
+        match transaction.kind {
+            TransactionKind::CashDeposit => {
+                validate_cash_amount(transaction)?;
+                cash_balance += transaction.gross_amount;
+            }
+            TransactionKind::CashWithdrawal => {
+                validate_cash_amount(transaction)?;
+                ensure_cash_available(cash_balance, transaction.gross_amount, &transaction.id)?;
+                cash_balance -= transaction.gross_amount;
+            }
+            TransactionKind::Buy => {
+                let (symbol, company_name, quantity, price) =
+                    validate_equity_transaction(transaction)?;
+                let trade_total = quantity * price + transaction.fee;
+                ensure_cash_available(cash_balance, trade_total, &transaction.id)?;
+                cash_balance -= trade_total;
+                lots_by_symbol
+                    .entry(symbol.clone())
+                    .or_default()
+                    .push(OpenLot { quantity, price });
+                names_by_symbol.insert(symbol.clone(), company_name);
+                latest_trade_at.insert(symbol.clone(), transaction.executed_at.clone());
+                latest_trade_price.insert(symbol, price);
+            }
+            TransactionKind::Sell => {
+                let (symbol, company_name, quantity, price) =
+                    validate_equity_transaction(transaction)?;
+                let Some(open_lots) = lots_by_symbol.get_mut(&symbol) else {
+                    return Err(PortfolioEngineError::InsufficientShares {
+                        transaction_id: transaction.id.clone(),
+                        symbol,
+                        requested_quantity: quantity,
+                        available_quantity: 0.0,
+                    });
+                };
+
+                let available_quantity = open_lots.iter().map(|lot| lot.quantity).sum::<f64>();
+                if available_quantity + FLOAT_TOLERANCE < quantity {
+                    return Err(PortfolioEngineError::InsufficientShares {
+                        transaction_id: transaction.id.clone(),
+                        symbol,
+                        requested_quantity: quantity,
+                        available_quantity,
+                    });
+                }
+
+                let depleted_cost = consume_fifo_lots(open_lots, quantity);
+                open_lots.retain(|lot| lot.quantity > FLOAT_TOLERANCE);
+
+                if open_lots.is_empty() {
+                    lots_by_symbol.remove(&symbol);
+                }
+
+                let proceeds = quantity * price - transaction.fee;
+                realized_gain += proceeds - depleted_cost;
+                cash_balance += proceeds;
+                names_by_symbol.insert(symbol.clone(), company_name);
+                latest_trade_at.insert(symbol.clone(), transaction.executed_at.clone());
+                latest_trade_price.insert(symbol, price);
+            }
+        }
+    }
+
+    let mut positions = lots_by_symbol
+        .into_iter()
+        .filter_map(|(symbol, open_lots)| {
+            let quantity = open_lots.iter().map(|lot| lot.quantity).sum::<f64>();
+            if quantity <= FLOAT_TOLERANCE {
+                return None;
+            }
+
+            Some(PositionSnapshot {
+                cost_basis: open_lots
+                    .iter()
+                    .map(|lot| lot.quantity * lot.price)
+                    .sum::<f64>(),
+                company_name: names_by_symbol
+                    .get(&symbol)
+                    .cloned()
+                    .unwrap_or_else(|| symbol.clone()),
+                latest_trade_at: latest_trade_at.get(&symbol).cloned(),
+                latest_trade_price: latest_trade_price.get(&symbol).copied(),
+                open_lots,
+                quantity,
+                symbol,
+            })
+        })
+        .collect::<Vec<_>>();
+    positions.sort_by(|left, right| left.symbol.cmp(&right.symbol));
+
+    Ok(ReplaySnapshot {
+        cash_balance,
+        realized_gain,
+        positions,
+    })
+}
+
+fn validate_cash_amount(transaction: &PortfolioTransaction) -> Result<(), PortfolioEngineError> {
+    if !transaction.gross_amount.is_finite()
+        || !transaction.fee.is_finite()
+        || transaction.gross_amount <= 0.0
+        || transaction.fee < 0.0
+    {
+        return Err(PortfolioEngineError::InvalidTransactionNumbers {
+            transaction_id: transaction.id.clone(),
+        });
+    }
+
+    Ok(())
+}
+
+fn validate_equity_transaction(
+    transaction: &PortfolioTransaction,
+) -> Result<(String, String, f64, f64), PortfolioEngineError> {
+    let Some(symbol) = transaction
+        .symbol
+        .as_deref()
+        .map(str::trim)
+        .filter(|value| !value.is_empty())
+    else {
+        return Err(PortfolioEngineError::MissingTransactionFields {
+            transaction_id: transaction.id.clone(),
+        });
+    };
+
+    let Some(company_name) = transaction
+        .company_name
+        .as_deref()
+        .map(str::trim)
+        .filter(|value| !value.is_empty())
+    else {
+        return Err(PortfolioEngineError::MissingTransactionFields {
+            transaction_id: transaction.id.clone(),
+        });
+    };
+
+    let Some(quantity) = transaction.quantity else {
+        return Err(PortfolioEngineError::MissingTransactionFields {
+            transaction_id: transaction.id.clone(),
+        });
+    };
+    let Some(price) = transaction.price else {
+        return Err(PortfolioEngineError::MissingTransactionFields {
+            transaction_id: transaction.id.clone(),
+        });
+    };
+
+    if !quantity.is_finite()
+        || !price.is_finite()
+        || !transaction.gross_amount.is_finite()
+        || !transaction.fee.is_finite()
+        || quantity <= 0.0
+        || price <= 0.0
+        || transaction.gross_amount <= 0.0
+        || transaction.fee < 0.0
+    {
+        return Err(PortfolioEngineError::InvalidTransactionNumbers {
+            transaction_id: transaction.id.clone(),
+        });
+    }
+
+    Ok((
+        symbol.to_string(),
+        company_name.to_string(),
+        quantity,
+        price,
+    ))
+}
+
+fn ensure_cash_available(
+    cash_balance: f64,
+    required_amount: f64,
+    transaction_id: &str,
+) -> Result<(), PortfolioEngineError> {
+    if cash_balance + FLOAT_TOLERANCE < required_amount {
+        return Err(PortfolioEngineError::NegativeCash {
+            transaction_id: transaction_id.to_string(),
+            shortfall: required_amount - cash_balance,
+        });
+    }
+
+    Ok(())
+}
+
+fn consume_fifo_lots(open_lots: &mut [OpenLot], requested_quantity: f64) -> f64 {
+    let mut remaining_quantity = requested_quantity;
+    let mut depleted_cost = 0.0;
+
+    for lot in open_lots {
+        if remaining_quantity <= FLOAT_TOLERANCE {
+            break;
+        }
+
+        let consumed_quantity = lot.quantity.min(remaining_quantity);
+        depleted_cost += consumed_quantity * lot.price;
+        lot.quantity -= consumed_quantity;
+        remaining_quantity -= consumed_quantity;
+    }
+
+    depleted_cost
+}
+
+#[cfg(test)]
+mod tests {
+    use super::replay_ledger;
+    use crate::portfolio::{PortfolioLedger, PortfolioTransaction, TransactionKind};
+
+    fn buy(
+        id: &str,
+        symbol: &str,
+        quantity: f64,
+        price: f64,
+        executed_at: &str,
+    ) -> PortfolioTransaction {
+        PortfolioTransaction {
+            id: id.to_string(),
+            kind: TransactionKind::Buy,
+            symbol: Some(symbol.to_string()),
+            company_name: Some(format!("{symbol} Corp")),
+            quantity: Some(quantity),
+            price: Some(price),
+            gross_amount: quantity * price,
+            fee: 0.0,
+            executed_at: executed_at.to_string(),
+            note: None,
+        }
+    }
+
+    fn sell(
+        id: &str,
+        symbol: &str,
+        quantity: f64,
+        price: f64,
+        executed_at: &str,
+    ) -> PortfolioTransaction {
+        PortfolioTransaction {
+            id: id.to_string(),
+            kind: TransactionKind::Sell,
+            symbol: Some(symbol.to_string()),
+            company_name: Some(format!("{symbol} Corp")),
+            quantity: Some(quantity),
+            price: Some(price),
+            gross_amount: quantity * price,
+            fee: 0.0,
+            executed_at: executed_at.to_string(),
+            note: None,
+        }
+    }
+
+    fn cash(
+        id: &str,
+        kind: TransactionKind,
+        amount: f64,
+        executed_at: &str,
+    ) -> PortfolioTransaction {
+        PortfolioTransaction {
+            id: id.to_string(),
+            kind,
+            symbol: None,
+            company_name: None,
+            quantity: None,
+            price: None,
+            gross_amount: amount,
+            fee: 0.0,
+            executed_at: executed_at.to_string(),
+            note: None,
+        }
+    }
+
+    #[test]
+    fn replay_creates_open_lot_and_reduces_cash_for_buy() {
+        let ledger = PortfolioLedger {
+            transactions: vec![
+                cash(
+                    "1",
+                    TransactionKind::CashDeposit,
+                    1_000.0,
+                    "2026-01-01T09:00:00Z",
+                ),
+                buy("2", "AAPL", 5.0, 100.0, "2026-01-01T10:00:00Z"),
+            ],
+            ..PortfolioLedger::default()
+        };
+
+        let snapshot = replay_ledger(&ledger).expect("replay should succeed");
+
+        assert_eq!(snapshot.cash_balance, 500.0);
+        assert_eq!(snapshot.positions.len(), 1);
+        assert_eq!(snapshot.positions[0].quantity, 5.0);
+    }
+
+    #[test]
+    fn replay_keeps_multiple_fifo_lots_for_multiple_buys() {
+        let ledger = PortfolioLedger {
+            transactions: vec![
+                cash(
+                    "1",
+                    TransactionKind::CashDeposit,
+                    2_000.0,
+                    "2026-01-01T09:00:00Z",
+                ),
+                buy("2", "AAPL", 5.0, 100.0, "2026-01-01T10:00:00Z"),
+                buy("3", "AAPL", 2.0, 120.0, "2026-01-02T10:00:00Z"),
+            ],
+            ..PortfolioLedger::default()
+        };
+
+        let snapshot = replay_ledger(&ledger).expect("replay should succeed");
+
+        assert_eq!(snapshot.positions[0].open_lots.len(), 2);
+        assert_eq!(snapshot.positions[0].quantity, 7.0);
+    }
+
+    #[test]
+    fn replay_consumes_earliest_lots_first_for_sell() {
+        let ledger = PortfolioLedger {
+            transactions: vec![
+                cash(
+                    "1",
+                    TransactionKind::CashDeposit,
+                    3_000.0,
+                    "2026-01-01T09:00:00Z",
+                ),
+                buy("2", "AAPL", 5.0, 100.0, "2026-01-01T10:00:00Z"),
+                buy("3", "AAPL", 5.0, 120.0, "2026-01-02T10:00:00Z"),
+                sell("4", "AAPL", 6.0, 130.0, "2026-01-03T10:00:00Z"),
+            ],
+            ..PortfolioLedger::default()
+        };
+
+        let snapshot = replay_ledger(&ledger).expect("replay should succeed");
+
+        assert_eq!(snapshot.positions[0].quantity, 4.0);
+        assert_eq!(snapshot.positions[0].open_lots[0].quantity, 4.0);
+        assert_eq!(snapshot.positions[0].open_lots[0].price, 120.0);
+    }
+
+    #[test]
+    fn replay_computes_realized_gain_across_multiple_lots() {
+        let ledger = PortfolioLedger {
+            transactions: vec![
+                cash(
+                    "1",
+                    TransactionKind::CashDeposit,
+                    3_000.0,
+                    "2026-01-01T09:00:00Z",
+                ),
+                buy("2", "AAPL", 5.0, 100.0, "2026-01-01T10:00:00Z"),
+                buy("3", "AAPL", 5.0, 120.0, "2026-01-02T10:00:00Z"),
+                sell("4", "AAPL", 6.0, 130.0, "2026-01-03T10:00:00Z"),
+            ],
+            ..PortfolioLedger::default()
+        };
+
+        let snapshot = replay_ledger(&ledger).expect("replay should succeed");
+
+        assert_eq!(snapshot.realized_gain, 160.0);
+    }
+
+    #[test]
+    fn replay_updates_cash_for_cash_deposit_and_withdrawal() {
+        let ledger = PortfolioLedger {
+            transactions: vec![
+                cash(
+                    "1",
+                    TransactionKind::CashDeposit,
+                    1_500.0,
+                    "2026-01-01T09:00:00Z",
+                ),
+                cash(
+                    "2",
+                    TransactionKind::CashWithdrawal,
+                    250.0,
+                    "2026-01-01T10:00:00Z",
+                ),
+            ],
+            ..PortfolioLedger::default()
+        };
+
+        let snapshot = replay_ledger(&ledger).expect("replay should succeed");
+
+        assert_eq!(snapshot.cash_balance, 1_250.0);
+    }
+
+    #[test]
+    fn replay_returns_zeroed_snapshot_for_empty_ledger() {
+        let snapshot = replay_ledger(&PortfolioLedger::default()).expect("replay should succeed");
+
+        assert_eq!(snapshot.cash_balance, 0.0);
+        assert_eq!(snapshot.realized_gain, 0.0);
+        assert!(snapshot.positions.is_empty());
+    }
+}

MosaicIQ/src-tauri/src/portfolio/mod.rs

@@ -0,0 +1,14 @@
+mod engine;
+mod service;
+mod types;
+
+#[allow(unused_imports)]
+pub use service::{
+    PortfolioCommandError, PortfolioManagement, PortfolioQuoteError, PortfolioService,
+    PortfolioStoreError, PortfolioValidationError,
+};
+pub use types::{
+    CashConfirmation, OpenLot, PortfolioHolding, PortfolioLedger, PortfolioSnapshot,
+    PortfolioStats, PortfolioTransaction, PositionSnapshot, ReplaySnapshot, TradeConfirmation,
+    TransactionKind, PORTFOLIO_LEDGER_KEY, PORTFOLIO_LEDGER_STORE_PATH,
+};

MosaicIQ/src-tauri/src/portfolio/service.rs

@@ -0,0 +1,725 @@
+use std::sync::atomic::{AtomicU64, Ordering};
+use std::sync::Arc;
+
+use chrono::Utc;
+use futures::future::BoxFuture;
+use futures::stream::{self, StreamExt};
+use serde_json::json;
+use tauri::{AppHandle, Runtime};
+use tauri_plugin_store::StoreExt;
+use thiserror::Error;
+use tokio::sync::Mutex;
+
+use crate::portfolio::engine::{replay_ledger, PortfolioEngineError};
+use crate::portfolio::{
+    CashConfirmation, PortfolioHolding, PortfolioLedger, PortfolioSnapshot, PortfolioStats,
+    PortfolioTransaction, ReplaySnapshot, TradeConfirmation, TransactionKind, PORTFOLIO_LEDGER_KEY,
+    PORTFOLIO_LEDGER_STORE_PATH,
+};
+use crate::terminal::security_lookup::{
+    SecurityKind, SecurityLookup, SecurityLookupError, SecurityMatch,
+};
+use crate::terminal::{Holding, Portfolio};
+
+const QUOTE_CONCURRENCY_LIMIT: usize = 4;
+
+#[derive(Debug, Error, Clone, PartialEq, Eq)]
+pub enum PortfolioStoreError {
+    #[error("portfolio store unavailable: {0}")]
+    StoreUnavailable(String),
+    #[error("portfolio ledger is not valid JSON: {0}")]
+    Deserialize(String),
+    #[error("portfolio ledger could not be saved: {0}")]
+    SaveFailed(String),
+    #[error("portfolio ledger is invalid: {0}")]
+    CorruptLedger(String),
+}
+
+#[derive(Debug, Error, Clone, PartialEq, Eq)]
+pub enum PortfolioValidationError {
+    #[error("cash balance is insufficient for this trade")]
+    InsufficientCash,
+    #[error("cash balance is insufficient for this withdrawal")]
+    InsufficientCashWithdrawal,
+    #[error("not enough shares are available to sell for {symbol}")]
+    InsufficientShares { symbol: String },
+}
+
+#[derive(Debug, Error, Clone, PartialEq, Eq)]
+pub enum PortfolioQuoteError {
+    #[error("quote unavailable for {symbol}: {detail}")]
+    Unavailable { symbol: String, detail: String },
+}
+
+#[derive(Debug, Error, Clone, PartialEq, Eq)]
+pub enum PortfolioCommandError {
+    #[error(transparent)]
+    Store(#[from] PortfolioStoreError),
+    #[error(transparent)]
+    Validation(#[from] PortfolioValidationError),
+    #[error(transparent)]
+    Quote(#[from] PortfolioQuoteError),
+}
+
+pub trait PortfolioManagement: Send + Sync {
+    fn portfolio<'a>(&'a self) -> BoxFuture<'a, Result<Portfolio, PortfolioCommandError>>;
+    fn stats<'a>(&'a self) -> BoxFuture<'a, Result<PortfolioStats, PortfolioCommandError>>;
+    fn history<'a>(
+        &'a self,
+        limit: usize,
+    ) -> BoxFuture<'a, Result<Vec<PortfolioTransaction>, PortfolioCommandError>>;
+    fn buy<'a>(
+        &'a self,
+        symbol: &'a str,
+        quantity: f64,
+        price_override: Option<f64>,
+    ) -> BoxFuture<'a, Result<TradeConfirmation, PortfolioCommandError>>;
+    fn sell<'a>(
+        &'a self,
+        symbol: &'a str,
+        quantity: f64,
+        price_override: Option<f64>,
+    ) -> BoxFuture<'a, Result<TradeConfirmation, PortfolioCommandError>>;
+    fn deposit_cash<'a>(
+        &'a self,
+        amount: f64,
+    ) -> BoxFuture<'a, Result<CashConfirmation, PortfolioCommandError>>;
+    fn withdraw_cash<'a>(
+        &'a self,
+        amount: f64,
+    ) -> BoxFuture<'a, Result<CashConfirmation, PortfolioCommandError>>;
+}
+
+pub struct PortfolioService<R: Runtime> {
+    app_handle: AppHandle<R>,
+    security_lookup: Arc<dyn SecurityLookup>,
+    write_lock: Mutex<()>,
+    next_transaction_id: AtomicU64,
+}
+
+impl<R: Runtime> PortfolioService<R> {
+    pub fn new(app_handle: &AppHandle<R>, security_lookup: Arc<dyn SecurityLookup>) -> Self {
+        Self {
+            app_handle: app_handle.clone(),
+            security_lookup,
+            write_lock: Mutex::new(()),
+            next_transaction_id: AtomicU64::new(1),
+        }
+    }
+
+    fn load_ledger(&self) -> Result<PortfolioLedger, PortfolioStoreError> {
+        let store = self
+            .app_handle
+            .store(PORTFOLIO_LEDGER_STORE_PATH)
+            .map_err(|error| PortfolioStoreError::StoreUnavailable(error.to_string()))?;
+
+        match store.get(PORTFOLIO_LEDGER_KEY) {
+            Some(value) => serde_json::from_value(value.clone())
+                .map_err(|error| PortfolioStoreError::Deserialize(error.to_string())),
+            None => Ok(PortfolioLedger::default()),
+        }
+    }
+
+    fn save_ledger(&self, ledger: &PortfolioLedger) -> Result<(), PortfolioStoreError> {
+        let store = self
+            .app_handle
+            .store(PORTFOLIO_LEDGER_STORE_PATH)
+            .map_err(|error| PortfolioStoreError::StoreUnavailable(error.to_string()))?;
+
+        store.set(PORTFOLIO_LEDGER_KEY.to_string(), json!(ledger));
+        store
+            .save()
+            .map_err(|error| PortfolioStoreError::SaveFailed(error.to_string()))
+    }
+
+    fn replay(&self, ledger: &PortfolioLedger) -> Result<ReplaySnapshot, PortfolioStoreError> {
+        replay_ledger(ledger).map_err(map_engine_error)
+    }
+
+    async fn resolve_trade_input(
+        &self,
+        symbol: &str,
+        price_override: Option<f64>,
+    ) -> Result<(String, String, f64), PortfolioCommandError> {
+        let normalized_symbol = symbol.trim().to_ascii_uppercase();
+        let security_match = SecurityMatch {
+            symbol: normalized_symbol.clone(),
+            name: None,
+            exchange: None,
+            kind: SecurityKind::Equity,
+        };
+
+        let company = self
+            .security_lookup
+            .load_company(&security_match)
+            .await
+            .map_err(|error| map_quote_error(&normalized_symbol, error))?;
+
+        Ok((
+            normalized_symbol,
+            company.name,
+            price_override.unwrap_or(company.price),
+        ))
+    }
+
+    async fn candidate_trade_result(
+        &self,
+        symbol: &str,
+        company_name: &str,
+        quantity: f64,
+        price: f64,
+        kind: TransactionKind,
+    ) -> Result<TradeConfirmation, PortfolioCommandError> {
+        let _guard = self.write_lock.lock().await;
+        let mut ledger = self.load_ledger()?;
+        let before_snapshot = self.replay(&ledger)?;
+
+        let transaction = PortfolioTransaction {
+            id: self.next_transaction_id(),
+            kind: kind.clone(),
+            symbol: Some(symbol.to_string()),
+            company_name: Some(company_name.to_string()),
+            quantity: Some(quantity),
+            price: Some(price),
+            gross_amount: quantity * price,
+            fee: 0.0,
+            executed_at: Utc::now().to_rfc3339(),
+            note: None,
+        };
+
+        ledger.transactions.push(transaction);
+
+        let after_snapshot = self.replay(&ledger).map_err(|error| match error {
+            PortfolioStoreError::CorruptLedger(message)
+                if message.contains("would make cash negative") =>
+            {
+                PortfolioCommandError::Validation(PortfolioValidationError::InsufficientCash)
+            }
+            PortfolioStoreError::CorruptLedger(message) if message.contains("tries to sell") => {
+                PortfolioCommandError::Validation(PortfolioValidationError::InsufficientShares {
+                    symbol: symbol.to_string(),
+                })
+            }
+            other => PortfolioCommandError::Store(other),
+        })?;
+
+        self.save_ledger(&ledger)?;
+
+        Ok(TradeConfirmation {
+            symbol: symbol.to_string(),
+            company_name: company_name.to_string(),
+            quantity,
+            price,
+            gross_amount: quantity * price,
+            cash_balance: after_snapshot.cash_balance,
+            realized_gain: matches!(kind, TransactionKind::Sell)
+                .then_some(after_snapshot.realized_gain - before_snapshot.realized_gain),
+        })
+    }
+
+    async fn candidate_cash_result(
+        &self,
+        amount: f64,
+        kind: TransactionKind,
+    ) -> Result<CashConfirmation, PortfolioCommandError> {
+        let _guard = self.write_lock.lock().await;
+        let mut ledger = self.load_ledger()?;
+
+        ledger.transactions.push(PortfolioTransaction {
+            id: self.next_transaction_id(),
+            kind: kind.clone(),
+            symbol: None,
+            company_name: None,
+            quantity: None,
+            price: None,
+            gross_amount: amount,
+            fee: 0.0,
+            executed_at: Utc::now().to_rfc3339(),
+            note: None,
+        });
+
+        let snapshot = self.replay(&ledger).map_err(|error| match error {
+            PortfolioStoreError::CorruptLedger(message)
+                if message.contains("would make cash negative") =>
+            {
+                PortfolioCommandError::Validation(
+                    PortfolioValidationError::InsufficientCashWithdrawal,
+                )
+            }
+            other => PortfolioCommandError::Store(other),
+        })?;
+
+        self.save_ledger(&ledger)?;
+
+        Ok(CashConfirmation {
+            amount,
+            cash_balance: snapshot.cash_balance,
+            kind,
+        })
+    }
+
+    async fn value_portfolio(&self) -> Result<PortfolioSnapshot, PortfolioCommandError> {
+        let ledger = self.load_ledger()?;
+        let replay_snapshot = self.replay(&ledger)?;
+
+        let priced_holdings = stream::iter(replay_snapshot.positions.iter().cloned())
+            .map(|position| async move {
+                let security_match = SecurityMatch {
+                    symbol: position.symbol.clone(),
+                    name: Some(position.company_name.clone()),
+                    exchange: None,
+                    kind: SecurityKind::Equity,
+                };
+
+                let quote = self.security_lookup.load_company(&security_match).await;
+                (position, quote)
+            })
+            .buffer_unordered(QUOTE_CONCURRENCY_LIMIT)
+            .collect::<Vec<_>>()
+            .await;
+
+        let mut holdings = Vec::with_capacity(priced_holdings.len());
+        let mut stale_pricing_symbols = Vec::new();
+        let mut equities_market_value = 0.0;
+        let mut unrealized_gain = 0.0;
+        let mut day_change = 0.0;
+
+        for (position, quote_result) in priced_holdings {
+            let (current_price, day_change_value, stale_pricing) = match quote_result {
+                Ok(company) => (company.price, company.change * position.quantity, false),
+                Err(_) => {
+                    let fallback_price = position.latest_trade_price.unwrap_or(0.0);
+                    stale_pricing_symbols.push(position.symbol.clone());
+                    (fallback_price, 0.0, true)
+                }
+            };
+
+            let current_value = current_price * position.quantity;
+            let holding_unrealized_gain = current_value - position.cost_basis;
+            equities_market_value += current_value;
+            unrealized_gain += holding_unrealized_gain;
+            day_change += day_change_value;
+
+            holdings.push(PortfolioHolding {
+                symbol: position.symbol,
+                name: position.company_name,
+                quantity: position.quantity,
+                cost_basis: position.cost_basis,
+                current_price,
+                current_value,
+                unrealized_gain: holding_unrealized_gain,
+                gain_loss_percent: percent_change(holding_unrealized_gain, position.cost_basis),
+                latest_trade_at: position.latest_trade_at,
+                stale_pricing,
+                day_change: day_change_value,
+            });
+        }
+
+        holdings.sort_by(|left, right| left.symbol.cmp(&right.symbol));
+
+        let invested_cost_basis = holdings
+            .iter()
+            .map(|holding| holding.cost_basis)
+            .sum::<f64>();
+        let total_portfolio_value = equities_market_value + replay_snapshot.cash_balance;
+        let baseline_value = total_portfolio_value - day_change;
+
+        Ok(PortfolioSnapshot {
+            cash_balance: replay_snapshot.cash_balance,
+            day_change,
+            day_change_percent: if baseline_value > 0.0 {
+                (day_change / baseline_value) * 100.0
+            } else {
+                0.0
+            },
+            equities_market_value,
+            holdings,
+            invested_cost_basis,
+            realized_gain: replay_snapshot.realized_gain,
+            stale_pricing_symbols,
+            total_portfolio_value,
+            unrealized_gain,
+        })
+    }
+
+    fn next_transaction_id(&self) -> String {
+        let id = self.next_transaction_id.fetch_add(1, Ordering::Relaxed);
+        format!("portfolio-tx-{id}")
+    }
+}
+
+impl<R: Runtime> PortfolioManagement for PortfolioService<R> {
+    fn portfolio<'a>(&'a self) -> BoxFuture<'a, Result<Portfolio, PortfolioCommandError>> {
+        Box::pin(async move {
+            let snapshot = self.value_portfolio().await?;
+            let holdings_count = snapshot.holdings.len();
+
+            Ok(Portfolio {
+                cash_balance: Some(snapshot.cash_balance),
+                day_change: snapshot.day_change,
+                day_change_percent: snapshot.day_change_percent,
+                holdings: snapshot
+                    .holdings
+                    .into_iter()
+                    .map(|holding| Holding {
+                        avg_cost: if holding.quantity > 0.0 {
+                            holding.cost_basis / holding.quantity
+                        } else {
+                            0.0
+                        },
+                        cost_basis: Some(holding.cost_basis),
+                        current_price: holding.current_price,
+                        current_value: holding.current_value,
+                        gain_loss: holding.unrealized_gain,
+                        gain_loss_percent: holding.gain_loss_percent,
+                        latest_trade_at: holding.latest_trade_at,
+                        name: holding.name,
+                        quantity: holding.quantity,
+                        symbol: holding.symbol,
+                        unrealized_gain: Some(holding.unrealized_gain),
+                    })
+                    .collect(),
+                holdings_count: Some(holdings_count),
+                invested_cost_basis: Some(snapshot.invested_cost_basis),
+                realized_gain: Some(snapshot.realized_gain),
+                stale_pricing_symbols: Some(snapshot.stale_pricing_symbols),
+                total_gain: snapshot.unrealized_gain,
+                total_gain_percent: percent_change(
+                    snapshot.unrealized_gain,
+                    snapshot.invested_cost_basis,
+                ),
+                total_value: snapshot.total_portfolio_value,
+                unrealized_gain: Some(snapshot.unrealized_gain),
+            })
+        })
+    }
+
+    fn stats<'a>(&'a self) -> BoxFuture<'a, Result<PortfolioStats, PortfolioCommandError>> {
+        Box::pin(async move {
+            let snapshot = self.value_portfolio().await?;
+
+            Ok(PortfolioStats {
+                cash_balance: snapshot.cash_balance,
+                day_change: snapshot.day_change,
+                equities_market_value: snapshot.equities_market_value,
+                holdings_count: snapshot.holdings.len(),
+                invested_cost_basis: snapshot.invested_cost_basis,
+                realized_gain: snapshot.realized_gain,
+                stale_pricing_symbols: snapshot.stale_pricing_symbols,
+                total_portfolio_value: snapshot.total_portfolio_value,
+                unrealized_gain: snapshot.unrealized_gain,
+            })
+        })
+    }
+
+    fn history<'a>(
+        &'a self,
+        limit: usize,
+    ) -> BoxFuture<'a, Result<Vec<PortfolioTransaction>, PortfolioCommandError>> {
+        Box::pin(async move {
+            let ledger = self.load_ledger()?;
+            let mut transactions = ledger.transactions;
+            transactions.sort_by(|left, right| {
+                right
+                    .executed_at
+                    .cmp(&left.executed_at)
+                    .then_with(|| right.id.cmp(&left.id))
+            });
+            transactions.truncate(limit);
+            Ok(transactions)
+        })
+    }
+
+    fn buy<'a>(
+        &'a self,
+        symbol: &'a str,
+        quantity: f64,
+        price_override: Option<f64>,
+    ) -> BoxFuture<'a, Result<TradeConfirmation, PortfolioCommandError>> {
+        Box::pin(async move {
+            let (symbol, company_name, price) =
+                self.resolve_trade_input(symbol, price_override).await?;
+            self.candidate_trade_result(
+                &symbol,
+                &company_name,
+                quantity,
+                price,
+                TransactionKind::Buy,
+            )
+            .await
+        })
+    }
+
+    fn sell<'a>(
+        &'a self,
+        symbol: &'a str,
+        quantity: f64,
+        price_override: Option<f64>,
+    ) -> BoxFuture<'a, Result<TradeConfirmation, PortfolioCommandError>> {
+        Box::pin(async move {
+            let (symbol, company_name, price) =
+                self.resolve_trade_input(symbol, price_override).await?;
+            self.candidate_trade_result(
+                &symbol,
+                &company_name,
+                quantity,
+                price,
+                TransactionKind::Sell,
+            )
+            .await
+        })
+    }
+
+    fn deposit_cash<'a>(
+        &'a self,
+        amount: f64,
+    ) -> BoxFuture<'a, Result<CashConfirmation, PortfolioCommandError>> {
+        Box::pin(async move {
+            self.candidate_cash_result(amount, TransactionKind::CashDeposit)
+                .await
+        })
+    }
+
+    fn withdraw_cash<'a>(
+        &'a self,
+        amount: f64,
+    ) -> BoxFuture<'a, Result<CashConfirmation, PortfolioCommandError>> {
+        Box::pin(async move {
+            self.candidate_cash_result(amount, TransactionKind::CashWithdrawal)
+                .await
+        })
+    }
+}
+
+fn map_engine_error(error: PortfolioEngineError) -> PortfolioStoreError {
+    PortfolioStoreError::CorruptLedger(error.to_string())
+}
+
+fn map_quote_error(symbol: &str, error: SecurityLookupError) -> PortfolioCommandError {
+    let detail = match error {
+        SecurityLookupError::DetailUnavailable { detail, .. }
+        | SecurityLookupError::SearchUnavailable { detail, .. } => detail,
+    };
+
+    PortfolioCommandError::Quote(PortfolioQuoteError::Unavailable {
+        symbol: symbol.to_string(),
+        detail,
+    })
+}
+
+fn percent_change(delta: f64, base: f64) -> f64 {
+    if base > 0.0 {
+        (delta / base) * 100.0
+    } else {
+        0.0
+    }
+}
+
+#[cfg(test)]
+mod tests {
+    use std::env;
+    use std::fs;
+    use std::sync::Arc;
+    use std::time::{SystemTime, UNIX_EPOCH};
+
+    use futures::future::BoxFuture;
+    use tauri::test::{mock_builder, mock_context, noop_assets, MockRuntime};
+    use tauri_plugin_store::StoreExt;
+
+    use super::{PortfolioCommandError, PortfolioManagement, PortfolioService};
+    use crate::portfolio::{
+        PortfolioLedger, PortfolioTransaction, PortfolioValidationError, TransactionKind,
+        PORTFOLIO_LEDGER_KEY, PORTFOLIO_LEDGER_STORE_PATH,
+    };
+    use crate::terminal::security_lookup::{SecurityLookup, SecurityLookupError, SecurityMatch};
+    use crate::terminal::Company;
+
+    #[derive(Debug)]
+    struct FakeSecurityLookup;
+
+    impl SecurityLookup for FakeSecurityLookup {
+        fn provider_name(&self) -> &'static str {
+            "Google Finance"
+        }
+
+        fn search<'a>(
+            &'a self,
+            _query: &'a str,
+        ) -> BoxFuture<'a, Result<Vec<SecurityMatch>, SecurityLookupError>> {
+            Box::pin(async { Ok(Vec::new()) })
+        }
+
+        fn load_company<'a>(
+            &'a self,
+            security_match: &'a SecurityMatch,
+        ) -> BoxFuture<'a, Result<Company, SecurityLookupError>> {
+            Box::pin(async move {
+                Ok(Company {
+                    symbol: security_match.symbol.clone(),
+                    name: format!("{} Corp", security_match.symbol),
+                    price: 100.0,
+                    change: 2.0,
+                    change_percent: 2.0,
+                    market_cap: 1_000_000.0,
+                    volume: None,
+                    volume_label: None,
+                    pe: None,
+                    eps: None,
+                    high52_week: None,
+                    low52_week: None,
+                    profile: None,
+                    price_chart: None,
+                    price_chart_ranges: None,
+                })
+            })
+        }
+    }
+
+    #[test]
+    fn loads_default_empty_ledger_when_store_is_empty() {
+        with_test_home("empty-ledger", || {
+            let service = build_service();
+
+            let history =
+                futures::executor::block_on(service.history(10)).expect("history should load");
+
+            assert!(history.is_empty());
+        });
+    }
+
+    #[test]
+    fn persists_appended_transactions() {
+        with_test_home("persisted-ledger", || {
+            let service = build_service();
+
+            futures::executor::block_on(service.deposit_cash(1_000.0))
+                .expect("deposit should succeed");
+
+            let history =
+                futures::executor::block_on(service.history(10)).expect("history should load");
+
+            assert_eq!(history.len(), 1);
+            assert_eq!(history[0].kind, TransactionKind::CashDeposit);
+        });
+    }
+
+    #[test]
+    fn rejects_buy_when_cash_is_insufficient() {
+        with_test_home("buy-insufficient-cash", || {
+            let service = build_service();
+
+            let error = futures::executor::block_on(service.buy("AAPL", 10.0, Some(100.0)))
+                .expect_err("buy should fail");
+
+            assert!(matches!(
+                error,
+                PortfolioCommandError::Validation(PortfolioValidationError::InsufficientCash)
+            ));
+        });
+    }
+
+    #[test]
+    fn rejects_sell_when_shares_are_insufficient() {
+        with_test_home("sell-insufficient-shares", || {
+            let service = build_service();
+
+            futures::executor::block_on(service.deposit_cash(1_000.0))
+                .expect("deposit should succeed");
+
+            let error = futures::executor::block_on(service.sell("AAPL", 1.0, Some(100.0)))
+                .expect_err("sell should fail");
+
+            assert!(matches!(
+                error,
+                PortfolioCommandError::Validation(
+                    PortfolioValidationError::InsufficientShares { .. }
+                )
+            ));
+        });
+    }
+
+    #[test]
+    fn rejects_withdrawal_when_cash_is_insufficient() {
+        with_test_home("withdrawal-insufficient-cash", || {
+            let service = build_service();
+
+            let error = futures::executor::block_on(service.withdraw_cash(100.0))
+                .expect_err("withdrawal should fail");
+
+            assert!(matches!(
+                error,
+                PortfolioCommandError::Validation(
+                    PortfolioValidationError::InsufficientCashWithdrawal
+                )
+            ));
+        });
+    }
+
+    fn build_service() -> PortfolioService<MockRuntime> {
+        let app = mock_builder()
+            .plugin(tauri_plugin_store::Builder::new().build())
+            .build(mock_context(noop_assets()))
+            .expect("test app should build");
+
+        PortfolioService::new(&app.handle(), Arc::new(FakeSecurityLookup))
+    }
+
+    #[allow(dead_code)]
+    fn seed_ledger(service: &PortfolioService<MockRuntime>, ledger: PortfolioLedger) {
+        let store = service
+            .app_handle
+            .store(PORTFOLIO_LEDGER_STORE_PATH)
+            .expect("store should exist");
+        store.set(PORTFOLIO_LEDGER_KEY.to_string(), serde_json::json!(ledger));
+        store.save().expect("store should save");
+    }
+
+    #[allow(dead_code)]
+    fn cash_transaction(id: &str, amount: f64) -> PortfolioTransaction {
+        PortfolioTransaction {
+            id: id.to_string(),
+            kind: TransactionKind::CashDeposit,
+            symbol: None,
+            company_name: None,
+            quantity: None,
+            price: None,
+            gross_amount: amount,
+            fee: 0.0,
+            executed_at: "2026-01-01T00:00:00Z".to_string(),
+            note: None,
+        }
+    }
+
+    fn unique_identifier(prefix: &str) -> String {
+        let nanos = SystemTime::now()
+            .duration_since(UNIX_EPOCH)
+            .expect("clock should work")
+            .as_nanos();
+        format!("com.mosaiciq.portfolio.tests.{prefix}.{nanos}")
+    }
+
+    fn with_test_home<T>(prefix: &str, test: impl FnOnce() -> T) -> T {
+        let _lock = crate::test_support::env_lock()
+            .lock()
+            .expect("env lock should succeed");
+        let home = env::temp_dir().join(unique_identifier(prefix));
+        fs::create_dir_all(&home).expect("home dir should exist");
+
+        let original_home = env::var_os("HOME");
+        env::set_var("HOME", &home);
+
+        let result = std::panic::catch_unwind(std::panic::AssertUnwindSafe(test));
+
+        match original_home {
+            Some(value) => env::set_var("HOME", value),
+            None => env::remove_var("HOME"),
+        }
+
+        let _ = fs::remove_dir_all(&home);
+
+        match result {
+            Ok(value) => value,
+            Err(payload) => std::panic::resume_unwind(payload),
+        }
+    }
+}

MosaicIQ/src-tauri/src/portfolio/types.rs

@@ -0,0 +1,164 @@
+use serde::{Deserialize, Serialize};
+
+/// Store path for the persisted portfolio ledger.
+pub const PORTFOLIO_LEDGER_STORE_PATH: &str = "portfolio-ledger.json";
+/// Top-level key used inside the Tauri store.
+pub const PORTFOLIO_LEDGER_KEY: &str = "ledger";
+/// Current persisted schema version.
+pub const PORTFOLIO_SCHEMA_VERSION: u32 = 1;
+/// Base currency supported by the local portfolio backend.
+pub const DEFAULT_BASE_CURRENCY: &str = "USD";
+
+/// Persisted portfolio ledger containing the transaction source of truth.
+#[derive(Debug, Clone, Deserialize, Serialize, PartialEq)]
+#[serde(rename_all = "camelCase")]
+pub struct PortfolioLedger {
+    pub schema_version: u32,
+    pub base_currency: String,
+    pub transactions: Vec<PortfolioTransaction>,
+}
+
+impl Default for PortfolioLedger {
+    fn default() -> Self {
+        Self {
+            schema_version: PORTFOLIO_SCHEMA_VERSION,
+            base_currency: DEFAULT_BASE_CURRENCY.to_string(),
+            transactions: Vec::new(),
+        }
+    }
+}
+
+/// Supported portfolio transaction kinds.
+#[derive(Debug, Clone, Deserialize, Serialize, PartialEq, Eq)]
+#[serde(rename_all = "camelCase")]
+pub enum TransactionKind {
+    Buy,
+    Sell,
+    CashDeposit,
+    CashWithdrawal,
+}
+
+impl TransactionKind {
+    #[must_use]
+    pub const fn as_label(&self) -> &'static str {
+        match self {
+            Self::Buy => "BUY",
+            Self::Sell => "SELL",
+            Self::CashDeposit => "CASH_DEPOSIT",
+            Self::CashWithdrawal => "CASH_WITHDRAWAL",
+        }
+    }
+}
+
+/// Persisted transaction record.
+#[derive(Debug, Clone, Deserialize, Serialize, PartialEq)]
+#[serde(rename_all = "camelCase")]
+pub struct PortfolioTransaction {
+    pub id: String,
+    pub kind: TransactionKind,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub symbol: Option<String>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub company_name: Option<String>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub quantity: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub price: Option<f64>,
+    pub gross_amount: f64,
+    pub fee: f64,
+    pub executed_at: String,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub note: Option<String>,
+}
+
+/// Open FIFO lot tracked during replay.
+#[derive(Debug, Clone, PartialEq)]
+pub struct OpenLot {
+    pub quantity: f64,
+    pub price: f64,
+}
+
+/// Replay-derived position state before live quote enrichment.
+#[derive(Debug, Clone, PartialEq)]
+pub struct PositionSnapshot {
+    pub symbol: String,
+    pub company_name: String,
+    pub quantity: f64,
+    pub cost_basis: f64,
+    pub open_lots: Vec<OpenLot>,
+    pub latest_trade_at: Option<String>,
+    pub latest_trade_price: Option<f64>,
+}
+
+/// Replay-derived snapshot for the entire ledger.
+#[derive(Debug, Clone, PartialEq)]
+pub struct ReplaySnapshot {
+    pub cash_balance: f64,
+    pub realized_gain: f64,
+    pub positions: Vec<PositionSnapshot>,
+}
+
+/// Live-priced holding row returned to command consumers.
+#[derive(Debug, Clone, PartialEq)]
+pub struct PortfolioHolding {
+    pub symbol: String,
+    pub name: String,
+    pub quantity: f64,
+    pub cost_basis: f64,
+    pub current_price: f64,
+    pub current_value: f64,
+    pub unrealized_gain: f64,
+    pub gain_loss_percent: f64,
+    pub latest_trade_at: Option<String>,
+    pub stale_pricing: bool,
+    pub day_change: f64,
+}
+
+/// Portfolio valuation and summary stats after live price enrichment.
+#[derive(Debug, Clone, PartialEq)]
+pub struct PortfolioSnapshot {
+    pub holdings: Vec<PortfolioHolding>,
+    pub cash_balance: f64,
+    pub invested_cost_basis: f64,
+    pub equities_market_value: f64,
+    pub total_portfolio_value: f64,
+    pub realized_gain: f64,
+    pub unrealized_gain: f64,
+    pub day_change: f64,
+    pub day_change_percent: f64,
+    pub stale_pricing_symbols: Vec<String>,
+}
+
+/// Summary values rendered by `/portfolio stats`.
+#[derive(Debug, Clone, PartialEq)]
+pub struct PortfolioStats {
+    pub cash_balance: f64,
+    pub holdings_count: usize,
+    pub invested_cost_basis: f64,
+    pub equities_market_value: f64,
+    pub total_portfolio_value: f64,
+    pub realized_gain: f64,
+    pub unrealized_gain: f64,
+    pub day_change: f64,
+    pub stale_pricing_symbols: Vec<String>,
+}
+
+/// Confirmation payload returned after a trade command succeeds.
+#[derive(Debug, Clone, PartialEq)]
+pub struct TradeConfirmation {
+    pub symbol: String,
+    pub company_name: String,
+    pub quantity: f64,
+    pub price: f64,
+    pub gross_amount: f64,
+    pub cash_balance: f64,
+    pub realized_gain: Option<f64>,
+}
+
+/// Confirmation payload returned after a cash command succeeds.
+#[derive(Debug, Clone, PartialEq)]
+pub struct CashConfirmation {
+    pub amount: f64,
+    pub cash_balance: f64,
+    pub kind: TransactionKind,
+}

MosaicIQ/src-tauri/src/state.rs

@@ -7,10 +7,12 @@ use tauri::{AppHandle, Wry};
 
 use crate::agent::{AgentService, AgentSettingsService};
 use crate::error::AppError;
+use crate::portfolio::PortfolioService;
 use crate::terminal::google_finance::GoogleFinanceLookup;
 use crate::terminal::sec_edgar::{
     LiveSecFetcher, SecEdgarClient, SecEdgarLookup, SecUserAgentProvider,
 };
+use crate::terminal::security_lookup::SecurityLookup;
 use crate::terminal::TerminalCommandService;
 
 struct SettingsBackedSecUserAgentProvider {
@@ -49,15 +51,19 @@ impl AppState {
         let sec_user_agent_provider = Arc::new(SettingsBackedSecUserAgentProvider {
             settings: AgentSettingsService::new(app_handle),
         });
+        let security_lookup: Arc<dyn SecurityLookup> = Arc::new(GoogleFinanceLookup::default());
         let sec_edgar_lookup = Arc::new(SecEdgarLookup::new(Arc::new(SecEdgarClient::new(
             Box::new(LiveSecFetcher::new(sec_user_agent_provider)),
         ))));
+        let portfolio_service =
+            Arc::new(PortfolioService::new(app_handle, security_lookup.clone()));
 
         Ok(Self {
             agent: Mutex::new(AgentService::new(app_handle)?),
             command_service: TerminalCommandService::new(
-                Arc::new(GoogleFinanceLookup::default()),
+                security_lookup,
                 sec_edgar_lookup,
+                portfolio_service,
             ),
             next_request_id: AtomicU64::new(1),
         })

MosaicIQ/src-tauri/src/terminal/command_service.rs

@@ -1,9 +1,12 @@
 use std::sync::Arc;
 use std::time::Duration;
 
-use crate::terminal::google_finance::GoogleFinanceLookup;
+use crate::portfolio::{
+    CashConfirmation, PortfolioCommandError, PortfolioManagement, PortfolioStats,
+    PortfolioTransaction, TradeConfirmation, TransactionKind,
+};
 use crate::terminal::mock_data::load_mock_financial_data;
-use crate::terminal::sec_edgar::{EdgarDataLookup, EdgarLookupError, SecEdgarLookup};
+use crate::terminal::sec_edgar::{EdgarDataLookup, EdgarLookupError};
 use crate::terminal::security_lookup::{
     SecurityKind, SecurityLookup, SecurityLookupError, SecurityMatch,
 };
@@ -17,30 +20,22 @@ pub struct TerminalCommandService {
     mock_data: MockFinancialData,
     security_lookup: Arc<dyn SecurityLookup>,
     edgar_lookup: Arc<dyn EdgarDataLookup>,
+    portfolio_service: Arc<dyn PortfolioManagement>,
     lookup_followup_delay: Duration,
 }
 
-impl Default for TerminalCommandService {
-    fn default() -> Self {
-        Self::with_dependencies(
-            load_mock_financial_data(),
-            Arc::new(GoogleFinanceLookup::default()),
-            Arc::new(SecEdgarLookup::default()),
-            DEFAULT_LOOKUP_FOLLOWUP_DELAY,
-        )
-    }
-}
-
 impl TerminalCommandService {
     /// Creates a terminal command service with a custom security lookup backend.
     pub fn new(
         security_lookup: Arc<dyn SecurityLookup>,
         edgar_lookup: Arc<dyn EdgarDataLookup>,
+        portfolio_service: Arc<dyn PortfolioManagement>,
     ) -> Self {
         Self::with_dependencies(
             load_mock_financial_data(),
             security_lookup,
             edgar_lookup,
+            portfolio_service,
             DEFAULT_LOOKUP_FOLLOWUP_DELAY,
         )
     }
@@ -49,12 +44,14 @@ impl TerminalCommandService {
         mock_data: MockFinancialData,
         security_lookup: Arc<dyn SecurityLookup>,
         edgar_lookup: Arc<dyn EdgarDataLookup>,
+        portfolio_service: Arc<dyn PortfolioManagement>,
         lookup_followup_delay: Duration,
     ) -> Self {
         Self {
             mock_data,
             security_lookup,
             edgar_lookup,
+            portfolio_service,
             lookup_followup_delay,
         }
     }
@@ -65,11 +62,10 @@ impl TerminalCommandService {
 
         match command.command.as_str() {
             "/search" => self.search(command.args.join(" ").trim()).await,
-            "/portfolio" => TerminalCommandResponse::Panel {
-                panel: PanelPayload::Portfolio {
-                    data: self.mock_data.portfolio.clone(),
-                },
-            },
+            "/portfolio" => self.portfolio_command(&command.args).await,
+            "/buy" => self.buy_command(&command.args).await,
+            "/sell" => self.sell_command(&command.args).await,
+            "/cash" => self.cash_command(&command.args).await,
             "/fa" => {
                 if command.args.len() > 2 {
                     TerminalCommandResponse::Text {
@@ -284,6 +280,110 @@ impl TerminalCommandService {
         }
     }
 
+    async fn portfolio_command(&self, args: &[String]) -> TerminalCommandResponse {
+        match args {
+            [] => match self.portfolio_service.portfolio().await {
+                Ok(portfolio) => TerminalCommandResponse::Panel {
+                    panel: PanelPayload::Portfolio { data: portfolio },
+                },
+                Err(error) => portfolio_error_response(error),
+            },
+            [subcommand] if subcommand.eq_ignore_ascii_case("stats") => {
+                match self.portfolio_service.stats().await {
+                    Ok(stats) => TerminalCommandResponse::Text {
+                        content: format_portfolio_stats(&stats),
+                    },
+                    Err(error) => portfolio_error_response(error),
+                }
+            }
+            [subcommand] if subcommand.eq_ignore_ascii_case("history") => {
+                self.portfolio_history_response(10).await
+            }
+            [subcommand, limit] if subcommand.eq_ignore_ascii_case("history") => {
+                let Some(limit) = parse_positive_usize(limit) else {
+                    return TerminalCommandResponse::Text {
+                        content: "Usage: /portfolio history [limit]".to_string(),
+                    };
+                };
+                self.portfolio_history_response(limit).await
+            }
+            _ => TerminalCommandResponse::Text {
+                content: "Usage: /portfolio [stats|history [limit]]".to_string(),
+            },
+        }
+    }
+
+    async fn portfolio_history_response(&self, limit: usize) -> TerminalCommandResponse {
+        match self.portfolio_service.history(limit).await {
+            Ok(history) if history.is_empty() => TerminalCommandResponse::Text {
+                content: "Portfolio history is empty.".to_string(),
+            },
+            Ok(history) => TerminalCommandResponse::Text {
+                content: format_portfolio_history(&history),
+            },
+            Err(error) => portfolio_error_response(error),
+        }
+    }
+
+    async fn buy_command(&self, args: &[String]) -> TerminalCommandResponse {
+        let Some((symbol, quantity, price_override)) = parse_trade_args("/buy", args) else {
+            return TerminalCommandResponse::Text {
+                content: "Usage: /buy [ticker] [quantity] [price?]".to_string(),
+            };
+        };
+
+        match self
+            .portfolio_service
+            .buy(symbol.as_str(), quantity, price_override)
+            .await
+        {
+            Ok(confirmation) => TerminalCommandResponse::Text {
+                content: format_buy_confirmation(&confirmation),
+            },
+            Err(error) => portfolio_error_response(error),
+        }
+    }
+
+    async fn sell_command(&self, args: &[String]) -> TerminalCommandResponse {
+        let Some((symbol, quantity, price_override)) = parse_trade_args("/sell", args) else {
+            return TerminalCommandResponse::Text {
+                content: "Usage: /sell [ticker] [quantity] [price?]".to_string(),
+            };
+        };
+
+        match self
+            .portfolio_service
+            .sell(symbol.as_str(), quantity, price_override)
+            .await
+        {
+            Ok(confirmation) => TerminalCommandResponse::Text {
+                content: format_sell_confirmation(&confirmation),
+            },
+            Err(error) => portfolio_error_response(error),
+        }
+    }
+
+    async fn cash_command(&self, args: &[String]) -> TerminalCommandResponse {
+        let Some((subcommand, amount)) = parse_cash_args(args) else {
+            return TerminalCommandResponse::Text {
+                content: "Usage: /cash [deposit|withdraw] [amount]".to_string(),
+            };
+        };
+
+        let result = if subcommand.eq_ignore_ascii_case("deposit") {
+            self.portfolio_service.deposit_cash(amount).await
+        } else {
+            self.portfolio_service.withdraw_cash(amount).await
+        };
+
+        match result {
+            Ok(confirmation) => TerminalCommandResponse::Text {
+                content: format_cash_confirmation(&confirmation),
+            },
+            Err(error) => portfolio_error_response(error),
+        }
+    }
+
     async fn financials(
         &self,
         ticker: Option<&String>,
@@ -534,6 +634,49 @@ fn parse_symbol_and_frequency(
     Ok((ticker.to_ascii_uppercase(), frequency))
 }
 
+fn parse_trade_args(command: &str, args: &[String]) -> Option<(String, f64, Option<f64>)> {
+    if args.len() < 2 || args.len() > 3 {
+        return None;
+    }
+
+    let symbol = args.first()?.trim();
+    if symbol.is_empty() {
+        return None;
+    }
+
+    let quantity = parse_positive_f64(args.get(1)?)?;
+    let price_override = match args.get(2) {
+        Some(value) => Some(parse_positive_f64(value)?),
+        None => None,
+    };
+
+    let _ = command;
+    Some((symbol.to_ascii_uppercase(), quantity, price_override))
+}
+
+fn parse_cash_args(args: &[String]) -> Option<(String, f64)> {
+    if args.len() != 2 {
+        return None;
+    }
+
+    let subcommand = args.first()?.trim().to_ascii_lowercase();
+    if !matches!(subcommand.as_str(), "deposit" | "withdraw") {
+        return None;
+    }
+
+    Some((subcommand, parse_positive_f64(args.get(1)?)?))
+}
+
+fn parse_positive_f64(value: &str) -> Option<f64> {
+    let parsed = value.trim().parse::<f64>().ok()?;
+    (parsed.is_finite() && parsed > 0.0).then_some(parsed)
+}
+
+fn parse_positive_usize(value: &str) -> Option<usize> {
+    let parsed = value.trim().parse::<usize>().ok()?;
+    (parsed > 0).then_some(parsed)
+}
+
 /// Parses raw slash-command input into a normalized command plus positional arguments.
 fn parse_command(input: &str) -> ChatCommandRequest {
     let trimmed = input.trim();
@@ -550,7 +693,7 @@ fn parse_command(input: &str) -> ChatCommandRequest {
 
 /// Human-readable help text returned for `/help` and unknown commands.
 fn help_text() -> &'static str {
-    "Available Commands:\n\n  /search [ticker]              - Search live security data\n  /fa [ticker] [annual|quarterly]  - SEC financial statements\n  /cf [ticker] [annual|quarterly]  - SEC cash flow summary\n  /dvd [ticker]                 - SEC dividends history\n  /em [ticker] [annual|quarterly]  - SEC earnings history\n  /portfolio                    - Show your portfolio\n  /news [ticker?]               - Show market news\n  /analyze [ticker]             - Get stock analysis\n  /help                         - Show this help text\n  /clear                        - Clear terminal locally"
+    "Available Commands:\n\n  /search [ticker]                 - Search live security data\n  /buy [ticker] [quantity] [price?] - Buy a company into the portfolio\n  /sell [ticker] [quantity] [price?] - Sell a company from the portfolio\n  /cash [deposit|withdraw] [amount] - Adjust portfolio cash\n  /portfolio                       - Show your portfolio\n  /portfolio stats                 - Show portfolio statistics\n  /portfolio history [limit]       - Show recent transactions\n  /fa [ticker] [annual|quarterly]  - SEC financial statements\n  /cf [ticker] [annual|quarterly]  - SEC cash flow summary\n  /dvd [ticker]                    - SEC dividends history\n  /em [ticker] [annual|quarterly]  - SEC earnings history\n  /news [ticker?]                  - Show market news\n  /analyze [ticker]                - Get stock analysis\n  /help                            - Show this help text\n  /clear                           - Clear terminal locally"
 }
 
 /// Wraps the shared help text into the terminal command response envelope.
@@ -560,6 +703,114 @@ fn help_response() -> TerminalCommandResponse {
     }
 }
 
+fn portfolio_error_response(error: PortfolioCommandError) -> TerminalCommandResponse {
+    TerminalCommandResponse::Text {
+        content: error.to_string(),
+    }
+}
+
+fn format_portfolio_stats(stats: &PortfolioStats) -> String {
+    let stale_pricing = if stats.stale_pricing_symbols.is_empty() {
+        "none".to_string()
+    } else {
+        stats.stale_pricing_symbols.join(", ")
+    };
+
+    format!(
+        "Portfolio Stats\n\nCash Balance: {}\nHoldings Count: {}\nInvested Cost Basis: {}\nEquities Market Value: {}\nTotal Portfolio Value: {}\nUnrealized Gain/Loss: {}\nRealized Gain/Loss: {}\nDay Change: {}\nStale Pricing: {}",
+        format_currency(stats.cash_balance),
+        stats.holdings_count,
+        format_currency(stats.invested_cost_basis),
+        format_currency(stats.equities_market_value),
+        format_currency(stats.total_portfolio_value),
+        format_currency(stats.unrealized_gain),
+        format_currency(stats.realized_gain),
+        format_currency(stats.day_change),
+        stale_pricing,
+    )
+}
+
+fn format_portfolio_history(transactions: &[PortfolioTransaction]) -> String {
+    let rows = transactions
+        .iter()
+        .map(|transaction| {
+            let subject = transaction.symbol.as_deref().unwrap_or("CASH");
+            let quantity = transaction
+                .quantity
+                .map(|value| format!("qty {}", format_quantity(value)))
+                .unwrap_or_else(|| "qty -".to_string());
+            let price = transaction
+                .price
+                .map(format_currency)
+                .unwrap_or_else(|| "-".to_string());
+
+            format!(
+                "{} | {} | {} | {} | price {} | gross {}",
+                transaction.executed_at,
+                transaction.kind.as_label(),
+                subject,
+                quantity,
+                price,
+                format_currency(transaction.gross_amount),
+            )
+        })
+        .collect::<Vec<_>>()
+        .join("\n");
+
+    format!("Portfolio History\n\n{rows}")
+}
+
+fn format_buy_confirmation(confirmation: &TradeConfirmation) -> String {
+    format!(
+        "Bought {} {} @ {} for {}. Cash balance: {}.",
+        format_quantity(confirmation.quantity),
+        confirmation.symbol,
+        format_currency(confirmation.price),
+        format_currency(confirmation.gross_amount),
+        format_currency(confirmation.cash_balance),
+    )
+}
+
+fn format_sell_confirmation(confirmation: &TradeConfirmation) -> String {
+    let realized_gain = confirmation.realized_gain.unwrap_or(0.0);
+    format!(
+        "Sold {} {} @ {} for {}. Realized P/L: {}. Cash balance: {}.",
+        format_quantity(confirmation.quantity),
+        confirmation.symbol,
+        format_currency(confirmation.price),
+        format_currency(confirmation.gross_amount),
+        format_currency(realized_gain),
+        format_currency(confirmation.cash_balance),
+    )
+}
+
+fn format_cash_confirmation(confirmation: &CashConfirmation) -> String {
+    let action = match confirmation.kind {
+        TransactionKind::CashDeposit => "Deposited",
+        TransactionKind::CashWithdrawal => "Withdrew",
+        TransactionKind::Buy | TransactionKind::Sell => "Adjusted",
+    };
+
+    format!(
+        "{action} {}. Cash balance: {}.",
+        format_currency(confirmation.amount),
+        format_currency(confirmation.cash_balance),
+    )
+}
+
+fn format_currency(value: f64) -> String {
+    let sign = if value < 0.0 { "-" } else { "" };
+    format!("{sign}${:.2}", value.abs())
+}
+
+fn format_quantity(value: f64) -> String {
+    let formatted = format!("{value:.4}");
+    formatted
+        .trim_end_matches('0')
+        .trim_end_matches('.')
+        .to_string()
+}
+
 #[cfg(test)]
 mod tests {
     use std::sync::atomic::{AtomicUsize, Ordering};
@@ -569,6 +820,10 @@ mod tests {
     use futures::future::BoxFuture;
 
     use super::TerminalCommandService;
+    use crate::portfolio::{
+        CashConfirmation, PortfolioCommandError, PortfolioManagement, PortfolioStats,
+        PortfolioTransaction, TradeConfirmation, TransactionKind,
+    };
     use crate::terminal::mock_data::load_mock_financial_data;
     use crate::terminal::sec_edgar::{EdgarDataLookup, EdgarLookupError};
     use crate::terminal::security_lookup::{
@@ -576,8 +831,8 @@ mod tests {
     };
     use crate::terminal::{
         CashFlowPanelData, Company, DividendsPanelData, EarningsPanelData,
-        ExecuteTerminalCommandRequest, FinancialsPanelData, Frequency, PanelPayload, SourceStatus,
-        TerminalCommandResponse,
+        ExecuteTerminalCommandRequest, FinancialsPanelData, Frequency, Holding, PanelPayload,
+        Portfolio, SourceStatus, TerminalCommandResponse,
     };
 
     struct FakeSecurityLookup {
@@ -650,6 +905,131 @@ mod tests {
 
     struct FakeEdgarLookup;
 
+    #[derive(Clone)]
+    struct FakePortfolioService {
+        portfolio: Result<Portfolio, PortfolioCommandError>,
+        stats: Result<PortfolioStats, PortfolioCommandError>,
+        history: Result<Vec<PortfolioTransaction>, PortfolioCommandError>,
+        buy: Result<TradeConfirmation, PortfolioCommandError>,
+        sell: Result<TradeConfirmation, PortfolioCommandError>,
+        deposit_cash: Result<CashConfirmation, PortfolioCommandError>,
+        withdraw_cash: Result<CashConfirmation, PortfolioCommandError>,
+    }
+
+    impl Default for FakePortfolioService {
+        fn default() -> Self {
+            Self {
+                portfolio: Ok(Portfolio {
+                    holdings: Vec::new(),
+                    total_value: 0.0,
+                    day_change: 0.0,
+                    day_change_percent: 0.0,
+                    total_gain: 0.0,
+                    total_gain_percent: 0.0,
+                    cash_balance: Some(0.0),
+                    invested_cost_basis: Some(0.0),
+                    realized_gain: Some(0.0),
+                    unrealized_gain: Some(0.0),
+                    holdings_count: Some(0),
+                    stale_pricing_symbols: Some(Vec::new()),
+                }),
+                stats: Ok(PortfolioStats {
+                    cash_balance: 0.0,
+                    holdings_count: 0,
+                    invested_cost_basis: 0.0,
+                    equities_market_value: 0.0,
+                    total_portfolio_value: 0.0,
+                    realized_gain: 0.0,
+                    unrealized_gain: 0.0,
+                    day_change: 0.0,
+                    stale_pricing_symbols: Vec::new(),
+                }),
+                history: Ok(Vec::new()),
+                buy: Ok(TradeConfirmation {
+                    symbol: "AAPL".to_string(),
+                    company_name: "Apple Inc.".to_string(),
+                    quantity: 1.0,
+                    price: 100.0,
+                    gross_amount: 100.0,
+                    cash_balance: 900.0,
+                    realized_gain: None,
+                }),
+                sell: Ok(TradeConfirmation {
+                    symbol: "AAPL".to_string(),
+                    company_name: "Apple Inc.".to_string(),
+                    quantity: 1.0,
+                    price: 110.0,
+                    gross_amount: 110.0,
+                    cash_balance: 1_010.0,
+                    realized_gain: Some(10.0),
+                }),
+                deposit_cash: Ok(CashConfirmation {
+                    amount: 1_000.0,
+                    cash_balance: 1_000.0,
+                    kind: TransactionKind::CashDeposit,
+                }),
+                withdraw_cash: Ok(CashConfirmation {
+                    amount: 100.0,
+                    cash_balance: 900.0,
+                    kind: TransactionKind::CashWithdrawal,
+                }),
+            }
+        }
+    }
+
+    impl PortfolioManagement for FakePortfolioService {
+        fn portfolio<'a>(&'a self) -> BoxFuture<'a, Result<Portfolio, PortfolioCommandError>> {
+            Box::pin(async move { self.portfolio.clone() })
+        }
+
+        fn stats<'a>(&'a self) -> BoxFuture<'a, Result<PortfolioStats, PortfolioCommandError>> {
+            Box::pin(async move { self.stats.clone() })
+        }
+
+        fn history<'a>(
+            &'a self,
+            limit: usize,
+        ) -> BoxFuture<'a, Result<Vec<PortfolioTransaction>, PortfolioCommandError>> {
+            Box::pin(async move {
+                let mut transactions = self.history.clone()?;
+                transactions.truncate(limit);
+                Ok(transactions)
+            })
+        }
+
+        fn buy<'a>(
+            &'a self,
+            _symbol: &'a str,
+            _quantity: f64,
+            _price_override: Option<f64>,
+        ) -> BoxFuture<'a, Result<TradeConfirmation, PortfolioCommandError>> {
+            Box::pin(async move { self.buy.clone() })
+        }
+
+        fn sell<'a>(
+            &'a self,
+            _symbol: &'a str,
+            _quantity: f64,
+            _price_override: Option<f64>,
+        ) -> BoxFuture<'a, Result<TradeConfirmation, PortfolioCommandError>> {
+            Box::pin(async move { self.sell.clone() })
+        }
+
+        fn deposit_cash<'a>(
+            &'a self,
+            _amount: f64,
+        ) -> BoxFuture<'a, Result<CashConfirmation, PortfolioCommandError>> {
+            Box::pin(async move { self.deposit_cash.clone() })
+        }
+
+        fn withdraw_cash<'a>(
+            &'a self,
+            _amount: f64,
+        ) -> BoxFuture<'a, Result<CashConfirmation, PortfolioCommandError>> {
+            Box::pin(async move { self.withdraw_cash.clone() })
+        }
+    }
+
     impl EdgarDataLookup for FakeEdgarLookup {
         fn financials<'a>(
             &'a self,
@@ -743,6 +1123,13 @@ mod tests {
 
     fn build_service(
         search_result: Result<Vec<SecurityMatch>, SecurityLookupError>,
+    ) -> (TerminalCommandService, Arc<FakeSecurityLookup>) {
+        build_service_with_portfolio(search_result, Arc::new(FakePortfolioService::default()))
+    }
+
+    fn build_service_with_portfolio(
+        search_result: Result<Vec<SecurityMatch>, SecurityLookupError>,
+        portfolio_service: Arc<dyn PortfolioManagement>,
     ) -> (TerminalCommandService, Arc<FakeSecurityLookup>) {
         let lookup = Arc::new(FakeSecurityLookup {
             search_result,
@@ -756,6 +1143,7 @@ mod tests {
                 load_mock_financial_data(),
                 lookup.clone(),
                 Arc::new(FakeEdgarLookup),
+                portfolio_service,
                 Duration::ZERO,
             ),
             lookup,
@@ -774,6 +1162,7 @@ mod tests {
                 detail_calls: AtomicUsize::new(0),
             }),
             Arc::new(FakeEdgarLookup),
+            Arc::new(FakePortfolioService::default()),
             Duration::ZERO,
         )
     }
@@ -943,6 +1332,7 @@ mod tests {
             load_mock_financial_data(),
             Arc::new(FakeSecurityLookup::successful(vec![])),
             Arc::new(FakeEdgarLookup),
+            Arc::new(FakePortfolioService::default()),
             Duration::ZERO,
         );
 
@@ -985,6 +1375,7 @@ mod tests {
             load_mock_financial_data(),
             Arc::new(FakeSecurityLookup::successful(vec![])),
             Arc::new(FakeEdgarLookup),
+            Arc::new(FakePortfolioService::default()),
             Duration::ZERO,
         );
 
@@ -1004,6 +1395,7 @@ mod tests {
             load_mock_financial_data(),
             Arc::new(FakeSecurityLookup::successful(vec![])),
             Arc::new(FakeEdgarLookup),
+            Arc::new(FakePortfolioService::default()),
             Duration::ZERO,
         );
 
@@ -1023,6 +1415,7 @@ mod tests {
             load_mock_financial_data(),
             Arc::new(FakeSecurityLookup::successful(vec![])),
             Arc::new(FakeEdgarLookup),
+            Arc::new(FakePortfolioService::default()),
             Duration::ZERO,
         );
 
@@ -1039,6 +1432,235 @@ mod tests {
         }
     }
 
+    #[test]
+    fn buy_command_uses_provided_execution_price() {
+        let portfolio_service = Arc::new(FakePortfolioService {
+            buy: Ok(TradeConfirmation {
+                symbol: "AAPL".to_string(),
+                company_name: "Apple Inc.".to_string(),
+                quantity: 2.0,
+                price: 178.25,
+                gross_amount: 356.5,
+                cash_balance: 643.5,
+                realized_gain: None,
+            }),
+            ..FakePortfolioService::default()
+        });
+        let (service, _) = build_service_with_portfolio(Ok(vec![]), portfolio_service);
+
+        let response = execute(&service, "/buy AAPL 2 178.25");
+
+        match response {
+            TerminalCommandResponse::Text { content } => {
+                assert!(content.contains("Bought 2 AAPL @ $178.25"));
+                assert!(content.contains("Cash balance: $643.50"));
+            }
+            other => panic!("expected text response, got {other:?}"),
+        }
+    }
+
+    #[test]
+    fn buy_command_falls_back_to_live_quote_when_price_is_omitted() {
+        let (service, _) = build_service_with_portfolio(
+            Ok(vec![]),
+            Arc::new(FakePortfolioService {
+                buy: Ok(TradeConfirmation {
+                    symbol: "AAPL".to_string(),
+                    company_name: "Apple Inc.".to_string(),
+                    quantity: 2.0,
+                    price: 100.0,
+                    gross_amount: 200.0,
+                    cash_balance: 800.0,
+                    realized_gain: None,
+                }),
+                ..FakePortfolioService::default()
+            }),
+        );
+
+        let response = execute(&service, "/buy AAPL 2");
+
+        match response {
+            TerminalCommandResponse::Text { content } => {
+                assert!(content.contains("Bought 2 AAPL @ $100.00"));
+            }
+            other => panic!("expected text response, got {other:?}"),
+        }
+    }
+
+    #[test]
+    fn buy_command_surfaces_quote_lookup_failure() {
+        let (service, _) = build_service_with_portfolio(
+            Ok(vec![]),
+            Arc::new(FakePortfolioService {
+                buy: Err(PortfolioCommandError::Quote(
+                    crate::portfolio::PortfolioQuoteError::Unavailable {
+                        symbol: "AAPL".to_string(),
+                        detail: "quote endpoint timed out".to_string(),
+                    },
+                )),
+                ..FakePortfolioService::default()
+            }),
+        );
+
+        let response = execute(&service, "/buy AAPL 2");
+
+        match response {
+            TerminalCommandResponse::Text { content } => {
+                assert!(content.contains("quote unavailable for AAPL"));
+            }
+            other => panic!("expected text response, got {other:?}"),
+        }
+    }
+
+    #[test]
+    fn sell_command_returns_realized_gain_text() {
+        let (service, _) = build_service_with_portfolio(
+            Ok(vec![]),
+            Arc::new(FakePortfolioService {
+                sell: Ok(TradeConfirmation {
+                    symbol: "AAPL".to_string(),
+                    company_name: "Apple Inc.".to_string(),
+                    quantity: 1.5,
+                    price: 110.0,
+                    gross_amount: 165.0,
+                    cash_balance: 965.0,
+                    realized_gain: Some(15.0),
+                }),
+                ..FakePortfolioService::default()
+            }),
+        );
+
+        let response = execute(&service, "/sell AAPL 1.5 110");
+
+        match response {
+            TerminalCommandResponse::Text { content } => {
+                assert!(content.contains("Sold 1.5 AAPL @ $110.00"));
+                assert!(content.contains("Realized P/L: $15.00"));
+            }
+            other => panic!("expected text response, got {other:?}"),
+        }
+    }
+
+    #[test]
+    fn portfolio_command_returns_panel_backed_by_portfolio_service() {
+        let portfolio_service = Arc::new(FakePortfolioService {
+            portfolio: Ok(Portfolio {
+                holdings: vec![Holding {
+                    symbol: "AAPL".to_string(),
+                    name: "Apple Inc.".to_string(),
+                    quantity: 3.0,
+                    avg_cost: 90.0,
+                    current_price: 100.0,
+                    current_value: 300.0,
+                    gain_loss: 30.0,
+                    gain_loss_percent: 11.11,
+                    cost_basis: Some(270.0),
+                    unrealized_gain: Some(30.0),
+                    latest_trade_at: Some("2026-01-01T10:00:00Z".to_string()),
+                }],
+                total_value: 450.0,
+                day_change: 6.0,
+                day_change_percent: 1.35,
+                total_gain: 30.0,
+                total_gain_percent: 11.11,
+                cash_balance: Some(150.0),
+                invested_cost_basis: Some(270.0),
+                realized_gain: Some(10.0),
+                unrealized_gain: Some(30.0),
+                holdings_count: Some(1),
+                stale_pricing_symbols: Some(Vec::new()),
+            }),
+            ..FakePortfolioService::default()
+        });
+        let (service, _) = build_service_with_portfolio(Ok(vec![]), portfolio_service);
+
+        let response = execute(&service, "/portfolio");
+
+        match response {
+            TerminalCommandResponse::Panel {
+                panel: PanelPayload::Portfolio { data },
+            } => {
+                assert_eq!(data.total_value, 450.0);
+                assert_eq!(data.holdings.len(), 1);
+                assert_eq!(data.holdings[0].symbol, "AAPL");
+            }
+            other => panic!("expected portfolio panel, got {other:?}"),
+        }
+    }
+
+    #[test]
+    fn portfolio_history_limits_results() {
+        let (service, _) = build_service_with_portfolio(
+            Ok(vec![]),
+            Arc::new(FakePortfolioService {
+                history: Ok(vec![
+                    PortfolioTransaction {
+                        id: "3".to_string(),
+                        kind: TransactionKind::Sell,
+                        symbol: Some("AAPL".to_string()),
+                        company_name: Some("Apple Inc.".to_string()),
+                        quantity: Some(1.0),
+                        price: Some(110.0),
+                        gross_amount: 110.0,
+                        fee: 0.0,
+                        executed_at: "2026-01-03T10:00:00Z".to_string(),
+                        note: None,
+                    },
+                    PortfolioTransaction {
+                        id: "2".to_string(),
+                        kind: TransactionKind::Buy,
+                        symbol: Some("MSFT".to_string()),
+                        company_name: Some("Microsoft".to_string()),
+                        quantity: Some(2.0),
+                        price: Some(200.0),
+                        gross_amount: 400.0,
+                        fee: 0.0,
+                        executed_at: "2026-01-02T10:00:00Z".to_string(),
+                        note: None,
+                    },
+                    PortfolioTransaction {
+                        id: "1".to_string(),
+                        kind: TransactionKind::CashDeposit,
+                        symbol: None,
+                        company_name: None,
+                        quantity: None,
+                        price: None,
+                        gross_amount: 1_000.0,
+                        fee: 0.0,
+                        executed_at: "2026-01-01T10:00:00Z".to_string(),
+                        note: None,
+                    },
+                ]),
+                ..FakePortfolioService::default()
+            }),
+        );
+
+        let response = execute(&service, "/portfolio history 2");
+
+        match response {
+            TerminalCommandResponse::Text { content } => {
+                assert!(content.contains("2026-01-03T10:00:00Z"));
+                assert!(content.contains("2026-01-02T10:00:00Z"));
+                assert!(!content.contains("2026-01-01T10:00:00Z"));
+            }
+            other => panic!("expected text response, got {other:?}"),
+        }
+    }
+
+    #[test]
+    fn invalid_portfolio_command_forms_return_usage_text() {
+        let (service, _) = build_service(Ok(vec![]));
+
+        let response = execute(&service, "/buy AAPL nope");
+
+        match response {
+            TerminalCommandResponse::Text { content } => {
+                assert_eq!(content, "Usage: /buy [ticker] [quantity] [price?]");
+            }
+            other => panic!("expected text response, got {other:?}"),
+        }
+    }
+
     #[test]
     fn direct_lookup_company_returns_live_company_snapshot() {
         let (service, lookup) = build_service(Ok(vec![]));

MosaicIQ/src-tauri/src/terminal/mod.rs

@@ -9,7 +9,7 @@ pub use command_service::TerminalCommandService;
 pub use types::{
     CashFlowPanelData, CashFlowPeriod, ChatCommandRequest, Company, CompanyPricePoint,
     CompanyProfile, DividendEvent, DividendsPanelData, EarningsPanelData, EarningsPeriod,
-    ErrorPanel, ExecuteTerminalCommandRequest, FilingRef, FinancialsPanelData, Frequency,
-    LookupCompanyRequest, MockFinancialData, PanelPayload, SourceStatus, StatementPeriod,
-    TerminalCommandResponse,
+    ErrorPanel, ExecuteTerminalCommandRequest, FilingRef, FinancialsPanelData, Frequency, Holding,
+    LookupCompanyRequest, MockFinancialData, PanelPayload, Portfolio, SourceStatus,
+    StatementPeriod, TerminalCommandResponse,
 };

MosaicIQ/src-tauri/src/terminal/types.rs

@@ -155,12 +155,18 @@ pub struct CompanyPricePoint {
 pub struct Holding {
     pub symbol: String,
     pub name: String,
-    pub quantity: u64,
+    pub quantity: f64,
     pub avg_cost: f64,
     pub current_price: f64,
     pub current_value: f64,
     pub gain_loss: f64,
     pub gain_loss_percent: f64,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub cost_basis: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub unrealized_gain: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub latest_trade_at: Option<String>,
 }
 
 /// Portfolio summary and holdings data.
@@ -173,6 +179,18 @@ pub struct Portfolio {
     pub day_change_percent: f64,
     pub total_gain: f64,
     pub total_gain_percent: f64,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub cash_balance: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub invested_cost_basis: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub realized_gain: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub unrealized_gain: Option<f64>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub holdings_count: Option<usize>,
+    #[serde(skip_serializing_if = "Option::is_none")]
+    pub stale_pricing_symbols: Option<Vec<String>>,
 }
 
 /// News item serialized with an ISO timestamp for transport safety.

MosaicIQ/src-tauri/src/test_support.rs

@@ -0,0 +1,8 @@
+#[cfg(test)]
+use std::sync::{Mutex, OnceLock};
+
+#[cfg(test)]
+pub(crate) fn env_lock() -> &'static Mutex<()> {
+    static LOCK: OnceLock<Mutex<()>> = OnceLock::new();
+    LOCK.get_or_init(|| Mutex::new(()))
+}

MosaicIQ/src/App.tsx

@@ -1,8 +1,13 @@
 import React, { useEffect, useCallback, useRef } from 'react';
 import { Terminal } from './components/Terminal/Terminal';
+import { CommandInputHandle } from './components/Terminal/CommandInput';
 import { Sidebar } from './components/Sidebar/Sidebar';
 import { TabBar } from './components/TabBar/TabBar';
 import { SettingsPage } from './components/Settings/SettingsPage';
+import {
+  isPortfolioCommand,
+  usePortfolioWorkflow,
+} from './hooks/usePortfolioWorkflow';
 import { useTabs } from './hooks/useTabs';
 import { useTickerHistory } from './hooks/useTickerHistory';
 import { createEntry } from './hooks/useTerminal';
@@ -13,10 +18,30 @@ import {
 } from './lib/tickerHistory';
 import { terminalBridge } from './lib/terminalBridge';
 import { AgentConfigStatus } from './types/agentSettings';
+import { Portfolio } from './types/financial';
+import {
+  PortfolioAction,
+  PortfolioActionDraft,
+  PortfolioActionSeed,
+} from './types/terminal';
 import './App.css';
 
 type AppView = 'terminal' | 'settings';
 
+const isEditableTarget = (target: EventTarget | null) => {
+  if (!(target instanceof HTMLElement)) {
+    return false;
+  }
+
+  const tagName = target.tagName;
+  return (
+    target.isContentEditable ||
+    tagName === 'INPUT' ||
+    tagName === 'TEXTAREA' ||
+    tagName === 'SELECT'
+  );
+};
+
 function App() {
   const tabs = useTabs();
   const tickerHistory = useTickerHistory();
@@ -24,8 +49,11 @@ function App() {
   const [isProcessing, setIsProcessing] = React.useState(false);
   const [agentStatus, setAgentStatus] = React.useState<AgentConfigStatus | null>(null);
   const [activeView, setActiveView] = React.useState<AppView>('terminal');
+  const portfolioWorkflow = usePortfolioWorkflow();
   const commandHistoryRefs = useRef<Record<string, string[]>>({});
   const commandIndexRefs = useRef<Record<string, number>>({});
+  const commandInputRef = useRef<CommandInputHandle | null>(null);
+  const hasAutoLoadedPortfolioRef = useRef(false);
 
   const getActiveHistory = () => {
     return tabs.activeWorkspace?.history || [];
@@ -63,14 +91,34 @@ function App() {
     try {
       await refreshAgentStatus();
     } finally {
+      portfolioWorkflow.exitPortfolioMode(tabs.activeWorkspaceId);
       setActiveView('settings');
     }
-  }, [refreshAgentStatus]);
+  }, [portfolioWorkflow, refreshAgentStatus, tabs.activeWorkspaceId]);
 
   const handleReturnToTerminal = useCallback(() => {
     setActiveView('terminal');
   }, []);
 
+  const handleStartPortfolioAction = useCallback(
+    (action: PortfolioAction, seed?: PortfolioActionSeed) => {
+      setActiveView('terminal');
+      portfolioWorkflow.startPortfolioAction(tabs.activeWorkspaceId, action, seed);
+    },
+    [portfolioWorkflow, tabs.activeWorkspaceId],
+  );
+
+  const handleUpdatePortfolioDraft = useCallback(
+    (patch: Partial<PortfolioActionDraft>) => {
+      portfolioWorkflow.updateDraft(tabs.activeWorkspaceId, patch);
+    },
+    [portfolioWorkflow, tabs.activeWorkspaceId],
+  );
+
+  const handleClearPortfolioAction = useCallback(() => {
+    portfolioWorkflow.clearPortfolioAction(tabs.activeWorkspaceId);
+  }, [portfolioWorkflow, tabs.activeWorkspaceId]);
+
   const handleCommand = useCallback(async (command: string) => {
     const trimmedCommand = command.trim();
     const latestTicker = tickerHistory.history[0]?.company.symbol;
@@ -94,6 +142,9 @@ function App() {
 
     pushCommandHistory(workspaceId, resolvedCommand);
     setIsProcessing(true);
+    if (isPortfolioCommand(resolvedCommand)) {
+      portfolioWorkflow.noteCommandStart(workspaceId, resolvedCommand);
+    }
 
     if (isSlashCommand) {
       // Slash commands intentionally reset the transcript and session before rendering a fresh result.
@@ -116,6 +167,8 @@ function App() {
           ),
         );
 
+        portfolioWorkflow.noteCommandResponse(workspaceId, resolvedCommand, response);
+
         const tickerSymbol = extractTickerSymbolFromResponse(response);
         if (tickerSymbol) {
           void tickerHistory.recordTicker(tickerSymbol);
@@ -128,6 +181,7 @@ function App() {
             content: error instanceof Error ? error.message : 'Command execution failed.',
           }),
         );
+        portfolioWorkflow.noteCommandError(workspaceId, resolvedCommand);
       } finally {
         setIsProcessing(false);
       }
@@ -191,7 +245,20 @@ function App() {
       }));
       setIsProcessing(false);
     }
-  }, [tabs, clearWorkspaceSession, pushCommandHistory, tickerHistory]);
+  }, [
+    tabs,
+    clearWorkspaceSession,
+    pushCommandHistory,
+    tickerHistory,
+    portfolioWorkflow,
+  ]);
+
+  const runCommand = useCallback(
+    (command: string) => {
+      void handleCommand(command);
+    },
+    [handleCommand],
+  );
 
   // Command history navigation
   // Accesses from END of array (most recent commands first)
@@ -231,6 +298,8 @@ function App() {
   }, [tabs.activeWorkspaceId]);
 
   const outputRef = useRef<HTMLDivElement | null>(null);
+  const activePortfolioWorkflow = portfolioWorkflow.readWorkflow(tabs.activeWorkspaceId);
+  const portfolioSnapshot: Portfolio | null = activePortfolioWorkflow.portfolioSnapshot;
 
   useEffect(() => {
     let active = true;
@@ -271,24 +340,42 @@ function App() {
 
   useEffect(() => {
     const handleKeyDown = (e: KeyboardEvent) => {
+      if (
+        activeView === 'terminal' &&
+        !isProcessing &&
+        e.key === '/' &&
+        !e.metaKey &&
+        !e.ctrlKey &&
+        !e.altKey &&
+        !isEditableTarget(e.target)
+      ) {
+        e.preventDefault();
+        commandInputRef.current?.focusWithText('/');
+        return;
+      }
+
       if ((e.metaKey || e.ctrlKey) && e.key === 't') {
         e.preventDefault();
         handleCreateWorkspace();
+        return;
       }
 
       if ((e.metaKey || e.ctrlKey) && e.key === 'w') {
         e.preventDefault();
         tabs.closeWorkspace(tabs.activeWorkspaceId);
+        return;
       }
 
       if ((e.metaKey || e.ctrlKey) && e.key === 'b') {
         e.preventDefault();
         setSidebarOpen(prev => !prev);
+        return;
       }
 
       if ((e.metaKey || e.ctrlKey) && e.key === 'l') {
         e.preventDefault();
         clearTerminal();
+        return;
       }
 
       if ((e.metaKey || e.ctrlKey) && e.key === ',') {
@@ -299,7 +386,14 @@ function App() {
 
     window.addEventListener('keydown', handleKeyDown);
     return () => window.removeEventListener('keydown', handleKeyDown);
-  }, [tabs, clearTerminal, handleCreateWorkspace, handleOpenSettings]);
+  }, [
+    activeView,
+    clearTerminal,
+    handleCreateWorkspace,
+    handleOpenSettings,
+    isProcessing,
+    tabs,
+  ]);
 
   useEffect(() => {
     return () => {
@@ -308,6 +402,19 @@ function App() {
     };
   }, []);
 
+  useEffect(() => {
+    if (hasAutoLoadedPortfolioRef.current) {
+      return;
+    }
+
+    if (activeView !== 'terminal' || isProcessing) {
+      return;
+    }
+
+    hasAutoLoadedPortfolioRef.current = true;
+    void handleCommand('/portfolio');
+  }, [activeView, handleCommand, isProcessing]);
+
   const tabBarTabs = tabs.workspaces.map(w => ({
     id: w.id,
     name: w.name,
@@ -325,6 +432,7 @@ function App() {
         }}
         onToggle={() => setSidebarOpen(!sidebarOpen)}
         onCommand={handleCommand}
+        portfolio={portfolioSnapshot}
         tickerHistory={tickerHistory.history}
         isTickerHistoryLoaded={tickerHistory.isLoaded}
       />
@@ -355,10 +463,16 @@ function App() {
             history={getActiveHistory()}
             isProcessing={isProcessing}
             outputRef={outputRef}
+            inputRef={commandInputRef}
             onSubmit={handleCommand}
+            onRunCommand={runCommand}
+            onStartPortfolioAction={handleStartPortfolioAction}
+            onUpdatePortfolioDraft={handleUpdatePortfolioDraft}
+            onClearPortfolioAction={handleClearPortfolioAction}
             getPreviousCommand={getPreviousCommand}
             getNextCommand={getNextCommand}
             resetCommandIndex={resetCommandIndex}
+            portfolioWorkflow={activePortfolioWorkflow}
           />
         )}
       </div>

MosaicIQ/src/components/Panels/PortfolioPanel.tsx

@@ -1,16 +1,38 @@
 import React from 'react';
 import { Portfolio } from '../../types/financial';
+import { PortfolioAction, PortfolioActionSeed } from '../../types/terminal';
 import { MetricGrid } from '../ui';
 
 interface PortfolioPanelProps {
   portfolio: Portfolio;
+  onRunCommand: (command: string) => void;
+  onStartAction: (action: PortfolioAction, seed?: PortfolioActionSeed) => void;
+  onSelectHolding?: (symbol: string) => void;
 }
 
-const formatCurrency = (value: number) => {
-  return `$${value.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
+const formatCurrency = (value: number) =>
+  `$${value.toLocaleString('en-US', {
+    minimumFractionDigits: 2,
+    maximumFractionDigits: 2,
+  })}`;
+
+const formatSignedCurrency = (value: number) =>
+  `${value >= 0 ? '+' : '-'}${formatCurrency(Math.abs(value))}`;
+
+const formatQuantity = (value: number) => {
+  const rendered = value.toFixed(4);
+  return rendered.replace(/\.?0+$/, '');
 };
 
-export const PortfolioPanel: React.FC<PortfolioPanelProps> = ({ portfolio }) => {
+const actionButtonClass =
+  'border border-[#2a2a2a] bg-[#161616] px-3 py-1.5 text-xs font-mono text-[#888888] transition-colors hover:border-[#58a6ff] hover:text-[#e0e0e0]';
+
+export const PortfolioPanel: React.FC<PortfolioPanelProps> = ({
+  portfolio,
+  onRunCommand,
+  onStartAction,
+  onSelectHolding,
+}) => {
   const totalGainPositive = portfolio.totalGain >= 0;
   const dayChangePositive = portfolio.dayChange >= 0;
 
@@ -22,60 +44,219 @@ export const PortfolioPanel: React.FC<PortfolioPanelProps> = ({ portfolio }) =>
     },
     {
       label: "Today's Change",
-      value: `${dayChangePositive ? '+' : ''}${formatCurrency(portfolio.dayChange)} (${dayChangePositive ? '+' : ''}${portfolio.dayChangePercent.toFixed(2)}%)`,
+      value: `${dayChangePositive ? '+' : ''}${formatCurrency(Math.abs(portfolio.dayChange))} (${dayChangePositive ? '+' : ''}${portfolio.dayChangePercent.toFixed(2)}%)`,
       sentiment: (dayChangePositive ? 'positive' : 'negative') as 'positive' | 'negative',
     },
     {
-      label: 'Total Gain/Loss',
-      value: `${totalGainPositive ? '+' : ''}${formatCurrency(portfolio.totalGain)} (${totalGainPositive ? '+' : ''}${portfolio.totalGainPercent.toFixed(2)}%)`,
+      label: 'Unrealized Gain/Loss',
+      value: `${totalGainPositive ? '+' : ''}${formatCurrency(Math.abs(portfolio.totalGain))} (${totalGainPositive ? '+' : ''}${portfolio.totalGainPercent.toFixed(2)}%)`,
       sentiment: (totalGainPositive ? 'positive' : 'negative') as 'positive' | 'negative',
     },
+    {
+      label: 'Cash Balance',
+      value: formatCurrency(portfolio.cashBalance ?? 0),
+    },
+    {
+      label: 'Realized Gain',
+      value: formatCurrency(portfolio.realizedGain ?? 0),
+      sentiment:
+        ((portfolio.realizedGain ?? 0) >= 0 ? 'positive' : 'negative') as 'positive' | 'negative',
+    },
+    {
+      label: 'Holdings',
+      value: String(portfolio.holdingsCount ?? portfolio.holdings.length),
+    },
   ];
 
   return (
     <div className="portfolio-panel py-4">
-      {/* Header */}
-      <header className="mb-6">
-        <h2 className="text-heading-lg text-[#e0e0e0]">Portfolio Summary</h2>
+      <header className="mb-6 flex flex-col gap-4 border-b border-[#1a1a1a] pb-4">
+        <div className="flex flex-col gap-2 lg:flex-row lg:items-end lg:justify-between">
+          <div>
+            <h2 className="text-heading-lg text-[#e0e0e0]">Portfolio Overview</h2>
+            <p className="mt-1 text-[11px] font-mono text-[#888888]">
+              Review positions, run portfolio commands, and open trade workflows from here.
+            </p>
+          </div>
+          <div className="text-[11px] font-mono text-[#666666]">
+            {portfolio.stalePricingSymbols?.length
+              ? `Stale pricing fallback: ${portfolio.stalePricingSymbols.join(', ')}`
+              : 'Live pricing loaded'}
+          </div>
+        </div>
+
+        <div className="flex flex-wrap gap-2">
+          <button
+            type="button"
+            className={actionButtonClass}
+            onClick={() => onStartAction('buy')}
+          >
+            Buy
+          </button>
+          <button
+            type="button"
+            className={actionButtonClass}
+            onClick={() => onStartAction('sell')}
+          >
+            Sell
+          </button>
+          <button
+            type="button"
+            className={actionButtonClass}
+            onClick={() => onStartAction('deposit')}
+          >
+            Deposit
+          </button>
+          <button
+            type="button"
+            className={actionButtonClass}
+            onClick={() => onStartAction('withdraw')}
+          >
+            Withdraw
+          </button>
+          <button
+            type="button"
+            className={actionButtonClass}
+            onClick={() => onRunCommand('/portfolio stats')}
+          >
+            Stats
+          </button>
+          <button
+            type="button"
+            className={actionButtonClass}
+            onClick={() => onRunCommand('/portfolio history')}
+          >
+            History
+          </button>
+        </div>
       </header>
 
-      {/* Summary Stats - Inline metric grid */}
       <section className="mb-8">
         <MetricGrid metrics={summaryMetrics} columns={3} />
       </section>
 
-      {/* Holdings Table - Minimal */}
-      <section className="holdings-section border-t border-[#1a1a1a] pt-4">
-        <h3 className="text-heading-sm text-[#e0e0e0] mb-4">Holdings ({portfolio.holdings.length})</h3>
+      <section className="border-t border-[#1a1a1a] pt-4">
+        <div className="mb-4 flex items-center justify-between">
+          <h3 className="text-heading-sm text-[#e0e0e0]">
+            Holdings ({portfolio.holdings.length})
+          </h3>
+          <button
+            type="button"
+            className="text-[11px] font-mono text-[#888888] transition-colors hover:text-[#e0e0e0]"
+            onClick={() => onRunCommand('/portfolio')}
+          >
+            Reload overview
+          </button>
+        </div>
+
+        {portfolio.holdings.length === 0 ? (
+          <div className="border border-[#1f1f1f] bg-[#111111] px-4 py-5">
+            <div className="text-sm font-mono text-[#e0e0e0]">No holdings yet.</div>
+            <div className="mt-1 text-[11px] font-mono text-[#888888]">
+              Deposit cash first, then open a buy workflow to record your first position.
+            </div>
+            <div className="mt-4 flex flex-wrap gap-2">
+              <button
+                type="button"
+                className={actionButtonClass}
+                onClick={() => onStartAction('deposit')}
+              >
+                Deposit cash
+              </button>
+              <button
+                type="button"
+                className={actionButtonClass}
+                onClick={() => onStartAction('buy')}
+              >
+                Buy first company
+              </button>
+            </div>
+          </div>
+        ) : (
           <div className="overflow-x-auto">
             <table className="w-full text-sm font-mono">
               <thead className="text-[#888888]">
                 <tr className="border-b border-[#1a1a1a]">
-                <th className="px-4 py-2 text-left text-[10px] uppercase tracking-wider">Symbol</th>
-                <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">Qty</th>
-                <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">Avg Cost</th>
-                <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">Current</th>
-                <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">Value</th>
-                <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">Gain/Loss</th>
+                  <th className="px-4 py-2 text-left text-[10px] uppercase tracking-wider">
+                    Symbol
+                  </th>
+                  <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">
+                    Qty
+                  </th>
+                  <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">
+                    Avg Cost
+                  </th>
+                  <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">
+                    Current
+                  </th>
+                  <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">
+                    Value
+                  </th>
+                  <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">
+                    Gain/Loss
+                  </th>
+                  <th className="px-4 py-2 text-right text-[10px] uppercase tracking-wider">
+                    Actions
+                  </th>
                 </tr>
               </thead>
               <tbody className="divide-y divide-[#1a1a1a]">
                 {portfolio.holdings.map((holding) => {
                   const gainPositive = holding.gainLoss >= 0;
+
                   return (
-                  <tr key={holding.symbol} className="hover:bg-[#1a1a1a]/50 transition-colors">
+                    <tr key={holding.symbol} className="transition-colors hover:bg-[#151515]">
                       <td className="px-4 py-3">
+                        <button
+                          type="button"
+                          className="text-left"
+                          onClick={() => onSelectHolding?.(holding.symbol)}
+                        >
                           <div className="font-semibold text-[#e0e0e0]">{holding.symbol}</div>
                           <div className="text-[10px] text-[#888888]">{holding.name}</div>
+                        </button>
                       </td>
-                    <td className="px-4 py-3 text-right text-[#e0e0e0]">{holding.quantity}</td>
-                    <td className="px-4 py-3 text-right text-[#e0e0e0]">{formatCurrency(holding.avgCost)}</td>
-                    <td className="px-4 py-3 text-right text-[#e0e0e0]">{formatCurrency(holding.currentPrice)}</td>
-                    <td className="px-4 py-3 text-right text-[#e0e0e0]">{formatCurrency(holding.currentValue)}</td>
-                    <td className={`px-4 py-3 text-right font-semibold ${gainPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'}`}>
-                      {gainPositive ? '+' : ''}{formatCurrency(holding.gainLoss)}
+                      <td className="px-4 py-3 text-right text-[#e0e0e0]">
+                        {formatQuantity(holding.quantity)}
+                      </td>
+                      <td className="px-4 py-3 text-right text-[#e0e0e0]">
+                        {formatCurrency(holding.avgCost)}
+                      </td>
+                      <td className="px-4 py-3 text-right text-[#e0e0e0]">
+                        {formatCurrency(holding.currentPrice)}
+                      </td>
+                      <td className="px-4 py-3 text-right text-[#e0e0e0]">
+                        {formatCurrency(holding.currentValue)}
+                      </td>
+                      <td
+                        className={`px-4 py-3 text-right font-semibold ${
+                          gainPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'
+                        }`}
+                      >
+                        {formatSignedCurrency(holding.gainLoss)}
                         <div className="text-[10px]">
-                        ({gainPositive ? '+' : ''}{holding.gainLossPercent.toFixed(2)}%)
+                          ({gainPositive ? '+' : ''}
+                          {holding.gainLossPercent.toFixed(2)}%)
+                        </div>
+                      </td>
+                      <td className="px-4 py-3">
+                        <div className="flex justify-end gap-2">
+                          <button
+                            type="button"
+                            className="border border-[#2a2a2a] px-2 py-1 text-[11px] text-[#888888] transition-colors hover:border-[#58a6ff] hover:text-[#e0e0e0]"
+                            onClick={() =>
+                              onStartAction('sell', { symbol: holding.symbol })
+                            }
+                          >
+                            Sell
+                          </button>
+                          <button
+                            type="button"
+                            className="border border-[#2a2a2a] px-2 py-1 text-[11px] text-[#888888] transition-colors hover:border-[#58a6ff] hover:text-[#e0e0e0]"
+                            onClick={() => onRunCommand(`/search ${holding.symbol}`)}
+                          >
+                            Search
+                          </button>
                         </div>
                       </td>
                     </tr>
@@ -84,6 +265,7 @@ export const PortfolioPanel: React.FC<PortfolioPanelProps> = ({ portfolio }) =>
               </tbody>
             </table>
           </div>
+        )}
       </section>
     </div>
   );

MosaicIQ/src/components/Sidebar/PortfolioSummary.tsx

@@ -1,50 +1,88 @@
 import React, { useState } from 'react';
+import { ChevronDown, ChevronUp, TrendingDown, TrendingUp } from 'lucide-react';
 import { Portfolio } from '../../types/financial';
-import { ChevronDown, ChevronUp, TrendingUp, TrendingDown } from 'lucide-react';
 
 interface PortfolioSummaryProps {
-  portfolio: Portfolio;
+  portfolio: Portfolio | null;
+  onLoadPortfolio: () => void;
 }
 
-export const PortfolioSummary: React.FC<PortfolioSummaryProps> = ({ portfolio }) => {
+export const PortfolioSummary: React.FC<PortfolioSummaryProps> = ({
+  portfolio,
+  onLoadPortfolio,
+}) => {
   const [isExpanded, setIsExpanded] = useState(false);
-  const INITIAL_HOLDINGS_COUNT = 3;
+  const initialHoldingsCount = 3;
 
   const formatCurrency = (value: number) => {
-    if (value >= 1000) {
+    if (Math.abs(value) >= 1000) {
       return `$${(value / 1000).toFixed(1)}K`;
     }
     return `$${value.toFixed(0)}`;
   };
 
+  if (!portfolio) {
+    return (
+      <div className="border-l-2 border-[#1a1a1a] px-3 py-3">
+        <div className="text-[10px] font-mono uppercase tracking-wider text-[#888888]">
+          Portfolio
+        </div>
+        <div className="mt-2 text-xs font-mono text-[#666666]">
+          Load your latest portfolio snapshot into the sidebar.
+        </div>
+        <button
+          type="button"
+          onClick={onLoadPortfolio}
+          className="mt-3 border border-[#2a2a2a] bg-[#161616] px-3 py-2 text-xs font-mono text-[#888888] transition-colors hover:border-[#58a6ff] hover:text-[#e0e0e0]"
+        >
+          Load portfolio
+        </button>
+      </div>
+    );
+  }
+
   const isPositive = portfolio.dayChange >= 0;
-  const visibleHoldings = isExpanded ? portfolio.holdings : portfolio.holdings.slice(0, INITIAL_HOLDINGS_COUNT);
-  const hasMoreHoldings = portfolio.holdings.length > INITIAL_HOLDINGS_COUNT;
+  const visibleHoldings = isExpanded
+    ? portfolio.holdings
+    : portfolio.holdings.slice(0, initialHoldingsCount);
+  const hasMoreHoldings = portfolio.holdings.length > initialHoldingsCount;
 
   return (
-    <div className="border-l-2 border-[#1a1a1a] hover:border-[#58a6ff] transition-colors">
+    <div className="border-l-2 border-[#1a1a1a] transition-colors hover:border-[#58a6ff]">
       <button
-        onClick={() => setIsExpanded(!isExpanded)}
+        onClick={() => {
+          setIsExpanded((current) => !current);
+          onLoadPortfolio();
+        }}
         className="w-full px-3 py-2 text-left"
         aria-expanded={isExpanded}
       >
         <div className="flex items-center justify-between">
           <div className="flex items-center gap-2">
-            <h4 className="text-[10px] font-mono uppercase tracking-wider text-[#888888]">Portfolio</h4>
-            <span className="text-[10px] font-mono text-[#666666]">({portfolio.holdings.length} positions)</span>
+            <h4 className="text-[10px] font-mono uppercase tracking-wider text-[#888888]">
+              Portfolio
+            </h4>
+            <span className="text-[10px] font-mono text-[#666666]">
+              ({portfolio.holdings.length} positions)
+            </span>
           </div>
           <div className="flex items-center gap-2">
-            <div className={`flex items-center gap-1 ${isPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'}`}>
+            <div
+              className={`flex items-center gap-1 ${
+                isPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'
+              }`}
+            >
               {isPositive ? (
                 <TrendingUp className="h-3 w-3" />
               ) : (
                 <TrendingDown className="h-3 w-3" />
               )}
               <span className="text-xs font-mono">
-                {isPositive ? '+' : ''}{portfolio.dayChangePercent.toFixed(1)}%
+                {isPositive ? '+' : ''}
+                {portfolio.dayChangePercent.toFixed(1)}%
               </span>
             </div>
-            {hasMoreHoldings && (
+            {hasMoreHoldings ? (
               <span className="text-[#666666]">
                 {isExpanded ? (
                   <ChevronUp className="h-3 w-3" />
@@ -52,7 +90,7 @@ export const PortfolioSummary: React.FC<PortfolioSummaryProps> = ({ portfolio })
                   <ChevronDown className="h-3 w-3" />
                 )}
               </span>
-            )}
+            ) : null}
           </div>
         </div>
 
@@ -60,53 +98,66 @@ export const PortfolioSummary: React.FC<PortfolioSummaryProps> = ({ portfolio })
           <span className="text-sm font-mono font-bold text-[#e0e0e0]">
             {formatCurrency(portfolio.totalValue)}
           </span>
-          <span className={`text-xs font-mono ${isPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'}`}>
-            {isPositive ? '+' : ''}{formatCurrency(portfolio.dayChange)} today
+          <span
+            className={`text-xs font-mono ${
+              isPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'
+            }`}
+          >
+            {isPositive ? '+' : ''}
+            {formatCurrency(portfolio.dayChange)} today
           </span>
         </div>
       </button>
 
-      {/* Holdings List */}
-      <div className="px-3 pb-2 space-y-1">
+      <div className="space-y-1 px-3 pb-2">
         {visibleHoldings.map((holding) => {
           const holdingPositive = holding.gainLoss >= 0;
           return (
-            <div
+            <button
               key={holding.symbol}
-              className="flex items-center justify-between text-xs py-1 group cursor-pointer hover:bg-[#1a1a1a] px-2 -mx-2 rounded transition-colors"
+              type="button"
+              onClick={onLoadPortfolio}
+              className="group flex w-full items-center justify-between rounded px-2 py-1 text-xs transition-colors hover:bg-[#1a1a1a]"
             >
               <div className="flex items-center gap-2">
-                <span className="font-mono text-[#e0e0e0] group-hover:text-[#58a6ff] transition-colors">
+                <span className="font-mono text-[#e0e0e0] transition-colors group-hover:text-[#58a6ff]">
                   {holding.symbol}
                 </span>
                 <span className="text-[10px] text-[#888888]">
                   {holding.quantity} {holding.quantity === 1 ? 'share' : 'shares'}
                 </span>
               </div>
-              <span className={`font-mono ${holdingPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'}`}>
-                {holdingPositive ? '+' : ''}{holding.gainLossPercent.toFixed(1)}%
+              <span
+                className={`font-mono ${
+                  holdingPositive ? 'text-[#00d26a]' : 'text-[#ff4757]'
+                }`}
+              >
+                {holdingPositive ? '+' : ''}
+                {holding.gainLossPercent.toFixed(1)}%
               </span>
-            </div>
+            </button>
           );
         })}
 
-        {hasMoreHoldings && !isExpanded && (
+        {hasMoreHoldings && !isExpanded ? (
           <button
+            type="button"
             onClick={() => setIsExpanded(true)}
-            className="w-full text-center text-[10px] font-mono text-[#888888] hover:text-[#e0e0e0] py-1.5 transition-colors"
+            className="w-full py-1.5 text-center text-[10px] font-mono text-[#888888] transition-colors hover:text-[#e0e0e0]"
           >
-            See {portfolio.holdings.length - INITIAL_HOLDINGS_COUNT} more positions
+            See {portfolio.holdings.length - initialHoldingsCount} more positions
           </button>
-        )}
+        ) : null}
 
-        {isExpanded && hasMoreHoldings && (
+        {isExpanded && hasMoreHoldings ? (
           <button
+            type="button"
             onClick={() => setIsExpanded(false)}
-            className="w-full text-center text-[10px] font-mono text-[#888888] hover:text-[#e0e0e0] py-1.5 transition-colors"
+            className="w-full py-1.5 text-center text-[10px] font-mono text-[#888888] transition-colors hover:text-[#e0e0e0]"
           >
             Show less
           </button>
-        )}
+        ) : null}
       </div>
     </div>
   );

MosaicIQ/src/components/Sidebar/Sidebar.tsx

@@ -3,6 +3,7 @@ import { Settings, ChevronRight, ChevronLeft, Briefcase } from 'lucide-react';
 import { PortfolioSummary } from './PortfolioSummary';
 import { TickerHistory } from './TickerHistory';
 import { useRealFinancialData } from '../../hooks/useRealFinancialData';
+import { Portfolio } from '../../types/financial';
 import { TickerHistoryEntry } from '../../types/terminal';
 
 interface SidebarProps {
@@ -13,6 +14,7 @@ interface SidebarProps {
   onToggle: () => void;
   tickerHistory: TickerHistoryEntry[];
   isTickerHistoryLoaded: boolean;
+  portfolio: Portfolio | null;
 }
 
 type SidebarState = 'closed' | 'minimized' | 'open';
@@ -25,10 +27,10 @@ export const Sidebar: React.FC<SidebarProps> = ({
   onToggle,
   tickerHistory,
   isTickerHistoryLoaded,
+  portfolio,
 }) => {
-  const { getAllCompanies, getPortfolio } = useRealFinancialData();
+  const { getAllCompanies } = useRealFinancialData();
   const companies = getAllCompanies();
-  const portfolio = getPortfolio();
 
   const handleCompanyClick = (symbol: string) => {
     onCommand(`/search ${symbol}`);
@@ -150,7 +152,10 @@ export const Sidebar: React.FC<SidebarProps> = ({
       {/* Content */}
       <div className="flex-1 overflow-y-auto p-4 space-y-4">
         {/* Portfolio Summary */}
-        <PortfolioSummary portfolio={portfolio} />
+        <PortfolioSummary
+          portfolio={portfolio}
+          onLoadPortfolio={() => onCommand('/portfolio')}
+        />
 
         {/* Ticker History - shows only when loaded */}
         {isTickerHistoryLoaded && (

MosaicIQ/src/components/Terminal/CommandInput.tsx

@@ -1,44 +1,187 @@
-import React, { useState, useRef, useEffect, KeyboardEvent } from 'react';
+import React, {
+  KeyboardEvent,
+  useEffect,
+  useImperativeHandle,
+  useMemo,
+  useRef,
+  useState,
+} from 'react';
+import {
+  CommandSuggestion,
+  PortfolioAction,
+  PortfolioActionDraft,
+} from '../../types/terminal';
 
 interface CommandInputProps {
   onSubmit: (command: string) => void;
+  onStartPortfolioAction: (action: PortfolioAction) => void;
+  onUpdatePortfolioDraft: (patch: Partial<PortfolioActionDraft>) => void;
+  onClearPortfolioAction: () => void;
   isProcessing: boolean;
   getPreviousCommand: () => string | null;
   getNextCommand: () => string | null;
   resetCommandIndex: () => void;
+  portfolioMode: boolean;
+  activePortfolioAction: PortfolioAction | null;
+  portfolioDraft: PortfolioActionDraft;
+  lastPortfolioCommand: string | null;
   placeholder?: string;
 }
 
-export const CommandInput: React.FC<CommandInputProps> = ({
+export interface CommandInputHandle {
+  focusWithText: (text: string) => void;
+}
+
+const SUGGESTIONS: CommandSuggestion[] = [
+  { command: '/search', description: 'Search live security data', category: 'search' },
+  { command: '/portfolio', description: 'Show portfolio overview', category: 'portfolio' },
+  { command: '/portfolio stats', description: 'Show portfolio statistics', category: 'portfolio' },
+  { command: '/portfolio history', description: 'Show recent portfolio transactions', category: 'portfolio' },
+  { command: '/buy', description: 'Create a buy order', category: 'portfolio' },
+  { command: '/sell', description: 'Create a sell order', category: 'portfolio' },
+  { command: '/cash deposit', description: 'Add cash to the portfolio', category: 'cash' },
+  { command: '/cash withdraw', description: 'Withdraw cash from the portfolio', category: 'cash' },
+  { command: '/fa', description: 'SEC financial statements', category: 'financials' },
+  { command: '/cf', description: 'SEC cash flow summary', category: 'cashflow' },
+  { command: '/dvd', description: 'SEC dividends history', category: 'dividends' },
+  { command: '/em', description: 'SEC earnings history', category: 'earnings' },
+  { command: '/news', description: 'Market news', category: 'news' },
+  { command: '/analyze', description: 'AI analysis', category: 'analysis' },
+  { command: '/help', description: 'List commands', category: 'system' },
+];
+
+const ACTION_LABELS: Record<'buy' | 'sell' | 'deposit' | 'withdraw', string> = {
+  buy: 'Buy',
+  sell: 'Sell',
+  deposit: 'Deposit',
+  withdraw: 'Withdraw',
+};
+
+const isActionComposer = (
+  action: PortfolioAction | null,
+): action is 'buy' | 'sell' | 'deposit' | 'withdraw' =>
+  action === 'buy' || action === 'sell' || action === 'deposit' || action === 'withdraw';
+
+const suggestionToAction = (
+  command: string,
+): 'buy' | 'sell' | 'deposit' | 'withdraw' | null => {
+  switch (command) {
+    case '/buy':
+      return 'buy';
+    case '/sell':
+      return 'sell';
+    case '/cash deposit':
+      return 'deposit';
+    case '/cash withdraw':
+      return 'withdraw';
+    default:
+      return null;
+  }
+};
+
+const buildGeneratedCommand = (
+  action: 'buy' | 'sell' | 'deposit' | 'withdraw',
+  draft: PortfolioActionDraft,
+) => {
+  if (action === 'buy' || action === 'sell') {
+    const symbol = draft.symbol.trim().toUpperCase();
+    const quantity = draft.quantity.trim();
+    const price = draft.price.trim();
+
+    if (!symbol) {
+      return { command: `/${action} [ticker] [quantity] [price?]`, error: 'Ticker symbol is required.' };
+    }
+    if (!quantity) {
+      return { command: `/${action} ${symbol} [quantity] [price?]`, error: 'Quantity is required.' };
+    }
+    if (Number.isNaN(Number(quantity)) || Number(quantity) <= 0) {
+      return { command: `/${action} ${symbol} ${quantity}`, error: 'Quantity must be greater than zero.' };
+    }
+    if (price && (Number.isNaN(Number(price)) || Number(price) <= 0)) {
+      return { command: `/${action} ${symbol} ${quantity} ${price}`, error: 'Price must be greater than zero when provided.' };
+    }
+
+    return {
+      command: price ? `/${action} ${symbol} ${quantity} ${price}` : `/${action} ${symbol} ${quantity}`,
+      error: null,
+    };
+  }
+
+  const amount = draft.amount.trim();
+  if (!amount) {
+    return {
+      command: `/cash ${action === 'deposit' ? 'deposit' : 'withdraw'} [amount]`,
+      error: 'Amount is required.',
+    };
+  }
+  if (Number.isNaN(Number(amount)) || Number(amount) <= 0) {
+    return {
+      command: `/cash ${action === 'deposit' ? 'deposit' : 'withdraw'} ${amount}`,
+      error: 'Amount must be greater than zero.',
+    };
+  }
+
+  return {
+    command: `/cash ${action === 'deposit' ? 'deposit' : 'withdraw'} ${amount}`,
+    error: null,
+  };
+};
+
+export const CommandInput = React.forwardRef<CommandInputHandle, CommandInputProps>(
+  (
+    {
       onSubmit,
+      onStartPortfolioAction,
+      onUpdatePortfolioDraft,
+      onClearPortfolioAction,
       isProcessing,
       getPreviousCommand,
       getNextCommand,
       resetCommandIndex,
-  placeholder = 'Type command or natural language query...'
-}) => {
+      portfolioMode,
+      activePortfolioAction,
+      portfolioDraft,
+      lastPortfolioCommand,
+      placeholder = 'Type command or natural language query...',
+    },
+    ref,
+  ) => {
     const [input, setInput] = useState('');
     const [showSuggestions, setShowSuggestions] = useState(false);
     const inputRef = useRef<HTMLInputElement>(null);
-  const suggestionsRef = useRef<HTMLDivElement>(null);
+    const actionPrimaryFieldRef = useRef<HTMLInputElement>(null);
 
-  const suggestions = [
-    { command: '/search', description: 'Search live security data' },
-    { command: '/fa', description: 'SEC financial statements' },
-    { command: '/cf', description: 'SEC cash flow summary' },
-    { command: '/dvd', description: 'SEC dividends history' },
-    { command: '/em', description: 'SEC earnings history' },
-    { command: '/portfolio', description: 'Show portfolio' },
-    { command: '/news', description: 'Market news' },
-    { command: '/analyze', description: 'AI analysis' },
-    { command: '/help', description: 'List commands' }
-  ];
+    const actionComposerActive = isActionComposer(activePortfolioAction);
+    const actionMeta = useMemo(
+      () =>
+        actionComposerActive
+          ? buildGeneratedCommand(activePortfolioAction, portfolioDraft)
+          : null,
+      [actionComposerActive, activePortfolioAction, portfolioDraft],
+    );
 
     useEffect(() => {
       if (!isProcessing) {
+        if (actionComposerActive) {
+          actionPrimaryFieldRef.current?.focus();
+        } else {
           inputRef.current?.focus();
         }
-  }, [isProcessing]);
+      }
+    }, [actionComposerActive, isProcessing]);
+
+    useImperativeHandle(
+      ref,
+      () => ({
+        focusWithText: (text: string) => {
+          setInput(text);
+          setShowSuggestions(text.startsWith('/'));
+          resetCommandIndex();
+          inputRef.current?.focus();
+        },
+      }),
+      [resetCommandIndex],
+    );
 
     const handleSubmit = () => {
       const trimmed = input.trim();
@@ -50,112 +193,241 @@ export const CommandInput: React.FC<CommandInputProps> = ({
       }
     };
 
-  const handleKeyDown = (e: KeyboardEvent<HTMLInputElement>) => {
-    if (e.key === 'Enter') {
-      e.preventDefault();
-      handleSubmit();
-    } else if (e.key === 'ArrowUp') {
-      e.preventDefault();
-      const prev = getPreviousCommand();
-      if (prev !== null) {
-        setInput(prev);
+    const handleActionSubmit = () => {
+      if (!actionComposerActive || !actionMeta || actionMeta.error || isProcessing) {
+        return;
       }
-    } else if (e.key === 'ArrowDown') {
-      e.preventDefault();
-      const next = getNextCommand();
-      if (next !== null) {
-        setInput(next);
-      }
-    } else if (e.key === 'Tab') {
-      e.preventDefault();
-      // Simple autocomplete
-      if (input.startsWith('/')) {
-        const match = suggestions.find(s => s.command.startsWith(input));
-        if (match) {
-          setInput(match.command + ' ');
-        }
-      }
-    } else if (e.key === 'Escape') {
+
+      onSubmit(actionMeta.command);
+      onClearPortfolioAction();
+      setInput('');
       setShowSuggestions(false);
-    }
+      resetCommandIndex();
     };
 
-  const handleInputChange = (e: React.ChangeEvent<HTMLInputElement>) => {
-    setInput(e.target.value);
-    if (e.target.value.startsWith('/')) {
-      setShowSuggestions(true);
-    } else {
+    const activateSuggestion = (command: string) => {
+      const action = suggestionToAction(command);
+      if (action) {
+        onStartPortfolioAction(action);
+        setInput('');
         setShowSuggestions(false);
+        resetCommandIndex();
+        return;
       }
-  };
 
-  const handleSuggestionClick = (command: string) => {
-    setInput(command + ' ');
+      setInput(`${command} `);
       setShowSuggestions(false);
       inputRef.current?.focus();
     };
 
+    const handleKeyDown = (event: KeyboardEvent<HTMLInputElement>) => {
+      if (event.key === 'Enter') {
+        event.preventDefault();
+        handleSubmit();
+      } else if (event.key === 'ArrowUp') {
+        event.preventDefault();
+        const previous = getPreviousCommand();
+        if (previous !== null) {
+          setInput(previous);
+        }
+      } else if (event.key === 'ArrowDown') {
+        event.preventDefault();
+        const next = getNextCommand();
+        if (next !== null) {
+          setInput(next);
+        }
+      } else if (event.key === 'Tab') {
+        event.preventDefault();
+        if (input.startsWith('/')) {
+          const match = SUGGESTIONS.find((suggestion) => suggestion.command.startsWith(input));
+          if (match) {
+            activateSuggestion(match.command);
+          }
+        }
+      } else if (event.key === 'Escape') {
+        setShowSuggestions(false);
+      }
+    };
+
+    const handleInputChange = (event: React.ChangeEvent<HTMLInputElement>) => {
+      setInput(event.target.value);
+      setShowSuggestions(event.target.value.startsWith('/'));
+    };
+
+    const suggestionMatches = SUGGESTIONS.filter(
+      (suggestion) => !input || suggestion.command.startsWith(input),
+    );
+
+    const helperText = actionComposerActive
+      ? `Running ${actionMeta?.command ?? lastPortfolioCommand ?? '/portfolio'} will keep raw terminal output in view.`
+      : portfolioMode
+        ? 'Portfolio tools stay active while you move between overview, history, stats, and trade actions.'
+        : 'Use /portfolio to load interactive portfolio tools.';
+
     return (
       <div className="relative">
-      {/* Suggestions Dropdown */}
-      {showSuggestions && suggestions.some(s => s.command.startsWith(input)) && (
-        <div
-          ref={suggestionsRef}
-          className="absolute top-full left-0 right-0 mt-2 bg-[#1a1a1a] border border-[#2a2a2a] rounded-md overflow-hidden shadow-lg z-20"
-        >
-          {suggestions
-            .filter(s => !input || s.command.startsWith(input))
-            .map((suggestion, idx) => (
+        {actionComposerActive && actionMeta ? (
+          <div className="mb-3 border border-[#2a2a2a] bg-[#111111]">
+            <div className="flex items-center justify-between border-b border-[#1f1f1f] px-4 py-2">
+              <div className="text-xs font-mono text-[#e0e0e0]">
+                {ACTION_LABELS[activePortfolioAction]}
+              </div>
               <button
-                key={idx}
-                className="w-full text-left px-4 py-2 hover:bg-[#2a2a2a] transition-colors font-mono text-sm"
-                onClick={() => handleSuggestionClick(suggestion.command)}
+                type="button"
+                onClick={onClearPortfolioAction}
+                className="text-[11px] font-mono text-[#888888] transition-colors hover:text-[#e0e0e0]"
+              >
+                Use raw command instead
+              </button>
+            </div>
+
+            <div className="grid gap-3 px-4 py-3 md:grid-cols-3">
+              {(activePortfolioAction === 'buy' || activePortfolioAction === 'sell') && (
+                <>
+                  <label className="flex flex-col gap-1 text-[11px] font-mono text-[#888888]">
+                    <span>Symbol</span>
+                    <input
+                      ref={actionPrimaryFieldRef}
+                      type="text"
+                      value={portfolioDraft.symbol}
+                      onChange={(event) =>
+                        onUpdatePortfolioDraft({ symbol: event.target.value.toUpperCase() })
+                      }
+                      disabled={isProcessing}
+                      className="border border-[#2a2a2a] bg-[#0d0d0d] px-3 py-2 text-sm text-[#e0e0e0] outline-none transition-colors focus:border-[#58a6ff]"
+                    />
+                  </label>
+                  <label className="flex flex-col gap-1 text-[11px] font-mono text-[#888888]">
+                    <span>Quantity</span>
+                    <input
+                      type="number"
+                      min="0"
+                      step="any"
+                      value={portfolioDraft.quantity}
+                      onChange={(event) =>
+                        onUpdatePortfolioDraft({ quantity: event.target.value })
+                      }
+                      disabled={isProcessing}
+                      className="border border-[#2a2a2a] bg-[#0d0d0d] px-3 py-2 text-sm text-[#e0e0e0] outline-none transition-colors focus:border-[#58a6ff]"
+                    />
+                  </label>
+                  <label className="flex flex-col gap-1 text-[11px] font-mono text-[#888888]">
+                    <span>Price (optional)</span>
+                    <input
+                      type="number"
+                      min="0"
+                      step="any"
+                      value={portfolioDraft.price}
+                      onChange={(event) =>
+                        onUpdatePortfolioDraft({ price: event.target.value })
+                      }
+                      disabled={isProcessing}
+                      className="border border-[#2a2a2a] bg-[#0d0d0d] px-3 py-2 text-sm text-[#e0e0e0] outline-none transition-colors focus:border-[#58a6ff]"
+                    />
+                  </label>
+                </>
+              )}
+
+              {(activePortfolioAction === 'deposit' || activePortfolioAction === 'withdraw') && (
+                <label className="flex flex-col gap-1 text-[11px] font-mono text-[#888888] md:col-span-2">
+                  <span>Amount</span>
+                  <input
+                    ref={actionPrimaryFieldRef}
+                    type="number"
+                    min="0"
+                    step="any"
+                    value={portfolioDraft.amount}
+                    onChange={(event) =>
+                      onUpdatePortfolioDraft({ amount: event.target.value })
+                    }
+                    disabled={isProcessing}
+                    className="border border-[#2a2a2a] bg-[#0d0d0d] px-3 py-2 text-sm text-[#e0e0e0] outline-none transition-colors focus:border-[#58a6ff]"
+                  />
+                </label>
+              )}
+            </div>
+
+            <div className="border-t border-[#1f1f1f] px-4 py-3">
+              <div className="text-[10px] font-mono uppercase tracking-[0.18em] text-[#666666]">
+                Command Preview
+              </div>
+              <div className="mt-2 border border-[#1f1f1f] bg-[#0d0d0d] px-3 py-2 font-mono text-sm text-[#e0e0e0]">
+                {actionMeta.command}
+              </div>
+              <div className="mt-2 flex items-center justify-between gap-3">
+                <div className="min-h-[18px] text-[11px] font-mono text-[#ff4757]">
+                  {actionMeta.error}
+                </div>
+                <button
+                  type="button"
+                  onClick={handleActionSubmit}
+                  disabled={Boolean(actionMeta.error) || isProcessing}
+                  className="border border-[#2a2a2a] bg-[#161616] px-3 py-2 text-xs font-mono text-[#e0e0e0] transition-colors hover:border-[#58a6ff] hover:text-[#58a6ff] disabled:cursor-not-allowed disabled:opacity-40"
+                >
+                  {isProcessing
+                    ? `Running ${actionMeta.command.split(' ')[0]}...`
+                    : `Run ${ACTION_LABELS[activePortfolioAction]}`}
+                </button>
+              </div>
+            </div>
+          </div>
+        ) : null}
+
+        {showSuggestions && suggestionMatches.length > 0 ? (
+          <div className="absolute inset-x-0 top-full z-20 mt-2 border border-[#2a2a2a] bg-[#1a1a1a]">
+            {suggestionMatches.map((suggestion) => (
+              <button
+                key={suggestion.command}
+                className="flex w-full items-center justify-between px-4 py-2 text-left text-sm font-mono transition-colors hover:bg-[#232323]"
+                onClick={() => activateSuggestion(suggestion.command)}
+                type="button"
               >
                 <span className="text-[#58a6ff]">{suggestion.command}</span>
-                <span className="text-[#888888] ml-2">{suggestion.description}</span>
+                <span className="ml-4 text-[11px] text-[#888888]">{suggestion.description}</span>
               </button>
             ))}
           </div>
-      )}
+        ) : null}
 
-      {/* Input Bar */}
-      <div className="flex items-center gap-2 bg-[#1a1a1a] border border-[#2a2a2a] rounded-md px-4 py-3 focus-within:border-[#58a6ff] focus-within:shadow-[0_0_0_2px_rgba(88,166,255,0.1)] transition-all">
-        {/* Prompt */}
-        <span className="text-[#58a6ff] font-mono text-lg select-none">{'>'}</span>
-
-        {/* Input */}
+        <div className="border border-[#2a2a2a] bg-[#1a1a1a] px-4 py-3 transition-all focus-within:border-[#58a6ff]">
+          <div className="flex items-center gap-2">
+            <span className="select-none font-mono text-lg text-[#58a6ff]">{'>'}</span>
             <input
               ref={inputRef}
               type="text"
               value={input}
               onChange={handleInputChange}
               onKeyDown={handleKeyDown}
-          placeholder={placeholder}
+              placeholder={
+                actionComposerActive
+                  ? 'Or type a raw command directly...'
+                  : placeholder
+              }
               disabled={isProcessing}
-          className="flex-1 bg-transparent border-none outline-none text-[#e0e0e0] font-mono text-[15px] placeholder-[#888888] disabled:opacity-50"
+              className="flex-1 bg-transparent text-[15px] text-[#e0e0e0] outline-none placeholder:text-[#888888] disabled:opacity-50"
             />
 
-        {/* Processing Indicator */}
-        {isProcessing && (
+            {isProcessing ? (
               <div className="flex items-center gap-1">
-            <span className="w-2 h-2 bg-[#58a6ff] rounded-full animate-pulse"></span>
-            <span className="w-2 h-2 bg-[#58a6ff] rounded-full animate-pulse delay-75"></span>
-            <span className="w-2 h-2 bg-[#58a6ff] rounded-full animate-pulse delay-150"></span>
+                <span className="h-2 w-2 animate-pulse rounded-full bg-[#58a6ff]" />
+                <span className="h-2 w-2 animate-pulse rounded-full bg-[#58a6ff] delay-75" />
+                <span className="h-2 w-2 animate-pulse rounded-full bg-[#58a6ff] delay-150" />
+              </div>
+            ) : input ? (
+              <span className="select-none text-xs font-mono text-[#888888]">↵</span>
+            ) : null}
           </div>
-        )}
-
-        {/* Submit Hint */}
-        {!isProcessing && input && (
-          <span className="text-[#888888] text-xs font-mono select-none">↵</span>
-        )}
         </div>
 
-      {/* Command hint */}
-      <div className="mt-2 flex gap-4 text-xs text-[#888888] font-mono">
+        <div className="mt-2 flex flex-wrap items-center gap-x-4 gap-y-1 text-[11px] font-mono text-[#888888]">
           <span>↑/↓ history</span>
           <span>Tab autocomplete</span>
           <span>Ctrl+L clear</span>
+          <span className="text-[#666666]">{helperText}</span>
         </div>
       </div>
     );
-};
+  },
+);
+
+CommandInput.displayName = 'CommandInput';

MosaicIQ/src/components/Terminal/Terminal.tsx

@@ -1,26 +1,47 @@
 import React from 'react';
-import { TerminalEntry } from '../../types/terminal';
+import { PortfolioWorkflowState } from '../../hooks/usePortfolioWorkflow';
+import {
+  PortfolioAction,
+  PortfolioActionDraft,
+  PortfolioActionSeed,
+  TerminalEntry,
+} from '../../types/terminal';
 import { TerminalOutput } from './TerminalOutput';
-import { CommandInput } from './CommandInput';
+import { CommandInput, CommandInputHandle } from './CommandInput';
 
 interface TerminalProps {
   history: TerminalEntry[];
   isProcessing: boolean;
   outputRef: React.RefObject<HTMLDivElement | null>;
+  inputRef: React.RefObject<CommandInputHandle | null>;
   onSubmit: (command: string) => void;
+  onRunCommand: (command: string) => void;
+  onStartPortfolioAction: (
+    action: PortfolioAction,
+    seed?: PortfolioActionSeed,
+  ) => void;
+  onUpdatePortfolioDraft: (patch: Partial<PortfolioActionDraft>) => void;
+  onClearPortfolioAction: () => void;
   getPreviousCommand: () => string | null;
   getNextCommand: () => string | null;
   resetCommandIndex: () => void;
+  portfolioWorkflow: PortfolioWorkflowState;
 }
 
 export const Terminal: React.FC<TerminalProps> = ({
   history,
   isProcessing,
   outputRef,
+  inputRef,
   onSubmit,
+  onRunCommand,
+  onStartPortfolioAction,
+  onUpdatePortfolioDraft,
+  onClearPortfolioAction,
   getPreviousCommand,
   getNextCommand,
-  resetCommandIndex
+  resetCommandIndex,
+  portfolioWorkflow,
 }) => {
   return (
     <div className="flex flex-col h-full bg-[#0a0a0a] relative">
@@ -30,16 +51,29 @@ export const Terminal: React.FC<TerminalProps> = ({
       {/* Command Input */}
       <div className="flex-shrink-0 p-6 border-b border-[#2a2a2a] bg-[#0a0a0a]">
         <CommandInput
+          ref={inputRef}
           onSubmit={onSubmit}
+          onStartPortfolioAction={onStartPortfolioAction}
+          onUpdatePortfolioDraft={onUpdatePortfolioDraft}
+          onClearPortfolioAction={onClearPortfolioAction}
           isProcessing={isProcessing}
           getPreviousCommand={getPreviousCommand}
           getNextCommand={getNextCommand}
           resetCommandIndex={resetCommandIndex}
+          portfolioMode={portfolioWorkflow.isPortfolioMode}
+          activePortfolioAction={portfolioWorkflow.activePortfolioAction}
+          portfolioDraft={portfolioWorkflow.draft}
+          lastPortfolioCommand={portfolioWorkflow.lastPortfolioCommand}
         />
       </div>
 
       {/* Terminal Output */}
-      <TerminalOutput history={history} outputRef={outputRef} />
+      <TerminalOutput
+        history={history}
+        outputRef={outputRef}
+        onRunCommand={onRunCommand}
+        onStartPortfolioAction={onStartPortfolioAction}
+      />
     </div>
   );
 };

MosaicIQ/src/components/Terminal/TerminalOutput.tsx

@@ -1,5 +1,10 @@
 import React, { useEffect } from 'react';
-import { PanelPayload, TerminalEntry } from '../../types/terminal';
+import {
+  PanelPayload,
+  PortfolioAction,
+  PortfolioActionSeed,
+  TerminalEntry,
+} from '../../types/terminal';
 import { CompanyPanel } from '../Panels/CompanyPanel';
 import { PortfolioPanel } from '../Panels/PortfolioPanel';
 import { NewsPanel } from '../Panels/NewsPanel';
@@ -13,9 +18,19 @@ import { EarningsPanel } from '../Panels/EarningsPanel';
 interface TerminalOutputProps {
   history: TerminalEntry[];
   outputRef: React.RefObject<HTMLDivElement | null>;
+  onRunCommand: (command: string) => void;
+  onStartPortfolioAction: (
+    action: PortfolioAction,
+    seed?: PortfolioActionSeed,
+  ) => void;
 }
 
-export const TerminalOutput: React.FC<TerminalOutputProps> = ({ history, outputRef }) => {
+export const TerminalOutput: React.FC<TerminalOutputProps> = ({
+  history,
+  outputRef,
+  onRunCommand,
+  onStartPortfolioAction,
+}) => {
   // Auto-scroll to bottom when history changes
   useEffect(() => {
     if (outputRef.current) {
@@ -99,7 +114,14 @@ export const TerminalOutput: React.FC<TerminalOutputProps> = ({ history, outputR
       case 'error':
         return <ErrorPanel error={panelData.data} />;
       case 'portfolio':
-        return <PortfolioPanel portfolio={panelData.data} />;
+        return (
+          <PortfolioPanel
+            portfolio={panelData.data}
+            onRunCommand={onRunCommand}
+            onStartAction={onStartPortfolioAction}
+            onSelectHolding={(symbol) => onRunCommand(`/search ${symbol}`)}
+          />
+        );
       case 'news':
         return <NewsPanel news={panelData.data} ticker={panelData.ticker} />;
       case 'analysis':
@@ -163,7 +185,7 @@ export const TerminalOutput: React.FC<TerminalOutputProps> = ({ history, outputR
       {history.length === 0 && (
         <div className="text-[#888888] font-mono text-center py-20">
           <div className="text-4xl mb-4">⚡</div>
-          <div>Terminal ready. Type a command to get started.</div>
+          <div>Terminal ready. Type a command or load /portfolio to open portfolio tools.</div>
         </div>
       )}
     </div>

MosaicIQ/src/hooks/usePortfolioWorkflow.ts

@@ -0,0 +1,247 @@
+import { useCallback, useState } from 'react';
+import { Portfolio } from '../types/financial';
+import {
+  PortfolioAction,
+  PortfolioActionDraft,
+  PortfolioActionSeed,
+  ResolvedTerminalCommandResponse,
+} from '../types/terminal';
+
+export type PortfolioSnapshotStatus = 'idle' | 'loading' | 'ready' | 'error';
+
+export interface PortfolioWorkflowState {
+  isPortfolioMode: boolean;
+  activePortfolioAction: PortfolioAction | null;
+  portfolioSnapshot: Portfolio | null;
+  portfolioSnapshotStatus: PortfolioSnapshotStatus;
+  draft: PortfolioActionDraft;
+  lastPortfolioCommand: string | null;
+}
+
+const EMPTY_DRAFT: PortfolioActionDraft = {
+  symbol: '',
+  quantity: '',
+  price: '',
+  amount: '',
+};
+
+const createDefaultState = (): PortfolioWorkflowState => ({
+  isPortfolioMode: false,
+  activePortfolioAction: null,
+  portfolioSnapshot: null,
+  portfolioSnapshotStatus: 'idle',
+  draft: EMPTY_DRAFT,
+  lastPortfolioCommand: null,
+});
+
+const mergeDraft = (
+  draft: PortfolioActionDraft,
+  seed?: PortfolioActionSeed,
+): PortfolioActionDraft => ({
+  symbol: seed?.symbol ?? draft.symbol,
+  quantity: seed?.quantity ?? draft.quantity,
+  price: seed?.price ?? draft.price,
+  amount: seed?.amount ?? draft.amount,
+});
+
+const commandToPortfolioAction = (command: string): PortfolioAction | null => {
+  const normalized = command.trim().toLowerCase();
+
+  if (normalized === '/portfolio') {
+    return 'overview';
+  }
+  if (normalized === '/portfolio stats') {
+    return 'stats';
+  }
+  if (normalized.startsWith('/portfolio history')) {
+    return 'history';
+  }
+  if (normalized.startsWith('/buy ')) {
+    return 'buy';
+  }
+  if (normalized.startsWith('/sell ')) {
+    return 'sell';
+  }
+  if (normalized.startsWith('/cash deposit')) {
+    return 'deposit';
+  }
+  if (normalized.startsWith('/cash withdraw')) {
+    return 'withdraw';
+  }
+
+  return null;
+};
+
+export const isPortfolioCommand = (command: string): boolean =>
+  commandToPortfolioAction(command) !== null;
+
+export const usePortfolioWorkflow = () => {
+  const [workflows, setWorkflows] = useState<Record<string, PortfolioWorkflowState>>({});
+
+  const readWorkflow = useCallback(
+    (workspaceId: string): PortfolioWorkflowState =>
+      workflows[workspaceId] ?? createDefaultState(),
+    [workflows],
+  );
+
+  const updateWorkflow = useCallback(
+    (
+      workspaceId: string,
+      updater: (current: PortfolioWorkflowState) => PortfolioWorkflowState,
+    ) => {
+      setWorkflows((current) => {
+        const nextCurrent = current[workspaceId] ?? createDefaultState();
+        return {
+          ...current,
+          [workspaceId]: updater(nextCurrent),
+        };
+      });
+    },
+    [],
+  );
+
+  const noteCommandStart = useCallback(
+    (workspaceId: string, command: string) => {
+      const action = commandToPortfolioAction(command);
+      if (!action) {
+        return;
+      }
+
+      updateWorkflow(workspaceId, (current) => ({
+        ...current,
+        isPortfolioMode: true,
+        activePortfolioAction: action,
+        lastPortfolioCommand: command,
+        portfolioSnapshotStatus:
+          action === 'overview' ? 'loading' : current.portfolioSnapshotStatus,
+      }));
+    },
+    [updateWorkflow],
+  );
+
+  const noteCommandResponse = useCallback(
+    (
+      workspaceId: string,
+      command: string,
+      response: ResolvedTerminalCommandResponse,
+    ) => {
+      const action = commandToPortfolioAction(command);
+      if (!action) {
+        return;
+      }
+
+      updateWorkflow(workspaceId, (current) => {
+        if (response.kind === 'panel' && response.panel.type === 'portfolio') {
+          return {
+            ...current,
+            isPortfolioMode: true,
+            activePortfolioAction: 'overview',
+            portfolioSnapshot: response.panel.data,
+            portfolioSnapshotStatus: 'ready',
+            lastPortfolioCommand: command,
+          };
+        }
+
+        const completedTradeAction =
+          action === 'buy' ||
+          action === 'sell' ||
+          action === 'deposit' ||
+          action === 'withdraw';
+
+        return {
+          ...current,
+          isPortfolioMode: true,
+          activePortfolioAction: completedTradeAction ? null : action,
+          lastPortfolioCommand: command,
+        };
+      });
+    },
+    [updateWorkflow],
+  );
+
+  const noteCommandError = useCallback(
+    (workspaceId: string, command: string) => {
+      const action = commandToPortfolioAction(command);
+      if (!action) {
+        return;
+      }
+
+      updateWorkflow(workspaceId, (current) => ({
+        ...current,
+        isPortfolioMode: true,
+        activePortfolioAction: action,
+        portfolioSnapshotStatus:
+          action === 'overview' ? 'error' : current.portfolioSnapshotStatus,
+        lastPortfolioCommand: command,
+      }));
+    },
+    [updateWorkflow],
+  );
+
+  const startPortfolioAction = useCallback(
+    (workspaceId: string, action: PortfolioAction, seed?: PortfolioActionSeed) => {
+      updateWorkflow(workspaceId, (current) => ({
+        ...current,
+        isPortfolioMode: true,
+        activePortfolioAction: action,
+        draft: mergeDraft(
+          {
+            ...EMPTY_DRAFT,
+            ...(action === 'buy' || action === 'sell'
+              ? { symbol: current.draft.symbol }
+              : {}),
+          },
+          seed,
+        ),
+      }));
+    },
+    [updateWorkflow],
+  );
+
+  const clearPortfolioAction = useCallback(
+    (workspaceId: string) => {
+      updateWorkflow(workspaceId, (current) => ({
+        ...current,
+        activePortfolioAction: null,
+        draft: EMPTY_DRAFT,
+      }));
+    },
+    [updateWorkflow],
+  );
+
+  const updateDraft = useCallback(
+    (workspaceId: string, patch: Partial<PortfolioActionDraft>) => {
+      updateWorkflow(workspaceId, (current) => ({
+        ...current,
+        draft: {
+          ...current.draft,
+          ...patch,
+        },
+      }));
+    },
+    [updateWorkflow],
+  );
+
+  const exitPortfolioMode = useCallback(
+    (workspaceId: string) => {
+      updateWorkflow(workspaceId, (current) => ({
+        ...current,
+        isPortfolioMode: false,
+        activePortfolioAction: null,
+        draft: EMPTY_DRAFT,
+      }));
+    },
+    [updateWorkflow],
+  );
+
+  return {
+    readWorkflow,
+    noteCommandStart,
+    noteCommandResponse,
+    noteCommandError,
+    startPortfolioAction,
+    clearPortfolioAction,
+    updateDraft,
+    exitPortfolioMode,
+  };
+};

MosaicIQ/src/hooks/useTabs.ts

@@ -18,7 +18,7 @@ export const useTabs = () => {
         {
           id: 'welcome',
           type: 'system',
-          content: 'MosaicIQ Financial Terminal v1.0\nSlash commands (/) clear the panel.\nNatural language builds a conversation.',
+          content: 'MosaicIQ Financial Terminal v1.0\nUse /portfolio to open portfolio tools.\nSlash commands (/) clear the panel. Natural language builds a conversation.',
           timestamp: new Date()
         }
       ],
@@ -38,7 +38,7 @@ export const useTabs = () => {
         {
           id: `welcome-${Date.now()}`,
           type: 'system',
-          content: 'MosaicIQ Financial Terminal v1.0\nSlash commands (/) clear the panel.\nNatural language builds a conversation.',
+          content: 'MosaicIQ Financial Terminal v1.0\nUse /portfolio to open portfolio tools.\nSlash commands (/) clear the panel. Natural language builds a conversation.',
           timestamp: new Date()
         }
       ],

MosaicIQ/src/types/financial.ts

@@ -53,6 +53,9 @@ export interface Holding {
   currentValue: number;
   gainLoss: number;
   gainLossPercent: number;
+  costBasis?: number;
+  unrealizedGain?: number;
+  latestTradeAt?: string;
 }
 
 export interface Portfolio {
@@ -62,6 +65,12 @@ export interface Portfolio {
   dayChangePercent: number;
   totalGain: number;
   totalGainPercent: number;
+  cashBalance?: number;
+  investedCostBasis?: number;
+  realizedGain?: number;
+  unrealizedGain?: number;
+  holdingsCount?: number;
+  stalePricingSymbols?: string[];
 }
 
 export interface NewsItem {

MosaicIQ/src/types/terminal.ts

@@ -110,11 +110,35 @@ export interface CommandSuggestion {
     | 'dividends'
     | 'earnings'
     | 'portfolio'
+    | 'cash'
     | 'news'
     | 'analysis'
     | 'system';
 }
 
+export type PortfolioAction =
+  | 'overview'
+  | 'stats'
+  | 'history'
+  | 'buy'
+  | 'sell'
+  | 'deposit'
+  | 'withdraw';
+
+export interface PortfolioActionDraft {
+  symbol: string;
+  quantity: string;
+  price: string;
+  amount: string;
+}
+
+export interface PortfolioActionSeed {
+  symbol?: string;
+  quantity?: string;
+  price?: string;
+  amount?: string;
+}
+
 export interface TerminalState {
   history: TerminalEntry[];
   currentIndex: number;