Implement fiscal-style research MVP flows

app/analysis/page.tsx

@@ -13,7 +13,15 @@ import {
   XAxis,
   YAxis
 } from 'recharts';
-import { BrainCircuit, ChartNoAxesCombined, RefreshCcw, Search } from 'lucide-react';
+import {
+  BrainCircuit,
+  ChartNoAxesCombined,
+  NotebookPen,
+  RefreshCcw,
+  Search,
+  SquarePen,
+  Trash2
+} from 'lucide-react';
 import { useSearchParams } from 'next/navigation';
 import { AppShell } from '@/components/shell/app-shell';
 import { Button } from '@/components/ui/button';
@@ -21,6 +29,11 @@ import { Input } from '@/components/ui/input';
 import { Panel } from '@/components/ui/panel';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
 import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
+import {
+  createResearchJournalEntry,
+  deleteResearchJournalEntry,
+  updateResearchJournalEntry
+} from '@/lib/api';
 import {
   asNumber,
   formatCurrency,
@@ -29,8 +42,14 @@ import {
   type NumberScaleUnit
 } from '@/lib/format';
 import { queryKeys } from '@/lib/query/keys';
-import { companyAnalysisQueryOptions } from '@/lib/query/options';
+import {
-import type { CompanyAnalysis } from '@/lib/types';
+  companyAnalysisQueryOptions,
+  researchJournalQueryOptions
+} from '@/lib/query/options';
+import type {
+  CompanyAnalysis,
+  ResearchJournalEntry
+} from '@/lib/types';
 
 type FinancialPeriodFilter = 'quarterlyAndFiscalYearEnd' | 'quarterlyOnly' | 'fiscalYearEndOnly';
 
@@ -44,6 +63,18 @@ type FinancialSeriesPoint = {
   netMargin: number | null;
 };
 
+type JournalFormState = {
+  title: string;
+  bodyMarkdown: string;
+  accessionNumber: string;
+};
+
+const EMPTY_JOURNAL_FORM: JournalFormState = {
+  title: '',
+  bodyMarkdown: '',
+  accessionNumber: ''
+};
+
 const FINANCIAL_PERIOD_FILTER_OPTIONS: Array<{ value: FinancialPeriodFilter; label: string }> = [
   { value: 'quarterlyAndFiscalYearEnd', label: 'Quarterly + Fiscal Year End' },
   { value: 'quarterlyOnly', label: 'Quarterly only' },
@@ -70,6 +101,10 @@ function formatLongDate(value: string) {
   return format(new Date(value), 'MMM dd, yyyy');
 }
 
+function formatDateTime(value: string) {
+  return format(new Date(value), 'MMM dd, yyyy · HH:mm');
+}
+
 function ratioPercent(numerator: number | null, denominator: number | null) {
   if (numerator === null || denominator === null || denominator === 0) {
     return null;
@@ -78,6 +113,11 @@ function ratioPercent(numerator: number | null, denominator: number | null) {
   return (numerator / denominator) * 100;
 }
 
+function normalizeTickerInput(value: string | null) {
+  const normalized = value?.trim().toUpperCase() ?? '';
+  return normalized || null;
+}
+
 function isFinancialSnapshotForm(
   filingType: CompanyAnalysis['filings'][number]['filing_type']
 ): filingType is '10-K' | '10-Q' {
@@ -120,22 +160,22 @@ function AnalysisPageContent() {
   const searchParams = useSearchParams();
   const queryClient = useQueryClient();
   const { prefetchReport, prefetchResearchTicker } = useLinkPrefetch();
+  const initialTicker = normalizeTickerInput(searchParams.get('ticker')) ?? 'MSFT';
 
-  const [tickerInput, setTickerInput] = useState('MSFT');
+  const [tickerInput, setTickerInput] = useState(initialTicker);
-  const [ticker, setTicker] = useState('MSFT');
+  const [ticker, setTicker] = useState(initialTicker);
   const [analysis, setAnalysis] = useState<CompanyAnalysis | null>(null);
+  const [journalEntries, setJournalEntries] = useState<ResearchJournalEntry[]>([]);
+  const [journalLoading, setJournalLoading] = useState(true);
+  const [journalForm, setJournalForm] = useState<JournalFormState>(EMPTY_JOURNAL_FORM);
+  const [editingJournalId, setEditingJournalId] = useState<number | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
   const [financialPeriodFilter, setFinancialPeriodFilter] = useState<FinancialPeriodFilter>('quarterlyAndFiscalYearEnd');
   const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
 
   useEffect(() => {
-    const fromQuery = searchParams.get('ticker');
+    const normalized = normalizeTickerInput(searchParams.get('ticker'));
-    if (!fromQuery) {
-      return;
-    }
-
-    const normalized = fromQuery.trim().toUpperCase();
     if (!normalized) {
       return;
     }
@@ -154,7 +194,7 @@ function AnalysisPageContent() {
     setError(null);
 
     try {
-      const response = await queryClient.ensureQueryData(options);
+      const response = await queryClient.fetchQuery(options);
       setAnalysis(response.analysis);
     } catch (err) {
       setError(err instanceof Error ? err.message : 'Unable to load company analysis');
@@ -164,11 +204,32 @@ function AnalysisPageContent() {
     }
   }, [queryClient]);
 
+  const loadJournal = useCallback(async (symbol: string) => {
+    const options = researchJournalQueryOptions(symbol);
+
+    if (!queryClient.getQueryData(options.queryKey)) {
+      setJournalLoading(true);
+    }
+
+    try {
+      const response = await queryClient.fetchQuery(options);
+      setJournalEntries(response.entries);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to load research journal');
+      setJournalEntries([]);
+    } finally {
+      setJournalLoading(false);
+    }
+  }, [queryClient]);
+
   useEffect(() => {
     if (!isPending && isAuthenticated) {
-      void loadAnalysis(ticker);
+      void Promise.all([
+        loadAnalysis(ticker),
+        loadJournal(ticker)
+      ]);
     }
-  }, [isPending, isAuthenticated, ticker, loadAnalysis]);
+  }, [isPending, isAuthenticated, loadAnalysis, loadJournal, ticker]);
 
   const priceSeries = useMemo(() => {
     return (analysis?.priceHistory ?? []).map((point) => ({
@@ -207,6 +268,77 @@ function AnalysisPageContent() {
     return FINANCIAL_VALUE_SCALE_OPTIONS.find((option) => option.value === financialValueScale)?.label ?? 'Millions (M)';
   }, [financialValueScale]);
 
+  const resetJournalForm = useCallback(() => {
+    setEditingJournalId(null);
+    setJournalForm(EMPTY_JOURNAL_FORM);
+  }, []);
+
+  const activeTicker = analysis?.company.ticker ?? ticker;
+
+  const saveJournalEntry = async (event: React.FormEvent<HTMLFormElement>) => {
+    event.preventDefault();
+    const normalizedTicker = activeTicker.trim().toUpperCase();
+    if (!normalizedTicker) {
+      return;
+    }
+
+    setError(null);
+
+    try {
+      if (editingJournalId === null) {
+        await createResearchJournalEntry({
+          ticker: normalizedTicker,
+          entryType: journalForm.accessionNumber.trim() ? 'filing_note' : 'note',
+          title: journalForm.title.trim() || undefined,
+          bodyMarkdown: journalForm.bodyMarkdown,
+          accessionNumber: journalForm.accessionNumber.trim() || undefined
+        });
+      } else {
+        await updateResearchJournalEntry(editingJournalId, {
+          title: journalForm.title.trim() || undefined,
+          bodyMarkdown: journalForm.bodyMarkdown
+        });
+      }
+
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(normalizedTicker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(normalizedTicker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+      await Promise.all([
+        loadAnalysis(normalizedTicker),
+        loadJournal(normalizedTicker)
+      ]);
+      resetJournalForm();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to save journal entry');
+    }
+  };
+
+  const beginEditJournalEntry = (entry: ResearchJournalEntry) => {
+    setEditingJournalId(entry.id);
+    setJournalForm({
+      title: entry.title ?? '',
+      bodyMarkdown: entry.body_markdown,
+      accessionNumber: entry.accession_number ?? ''
+    });
+  };
+
+  const removeJournalEntry = async (entry: ResearchJournalEntry) => {
+    try {
+      await deleteResearchJournalEntry(entry.id);
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(entry.ticker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(entry.ticker) });
+      await Promise.all([
+        loadAnalysis(entry.ticker),
+        loadJournal(entry.ticker)
+      ]);
+      if (editingJournalId === entry.id) {
+        resetJournalForm();
+      }
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Unable to delete journal entry');
+    }
+  };
+
   if (isPending || !isAuthenticated) {
     return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading analysis desk...</div>;
   }
@@ -220,8 +352,13 @@ function AnalysisPageContent() {
         <Button
           variant="secondary"
           onClick={() => {
-            void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(ticker.trim().toUpperCase()) });
+            const normalizedTicker = activeTicker.trim().toUpperCase();
-            void loadAnalysis(ticker);
+            void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(normalizedTicker) });
+            void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(normalizedTicker) });
+            void Promise.all([
+              loadAnalysis(normalizedTicker),
+              loadJournal(normalizedTicker)
+            ]);
           }}
         >
           <RefreshCcw className="size-4" />
@@ -243,6 +380,7 @@ function AnalysisPageContent() {
         >
           <Input
             value={tickerInput}
+            aria-label="Analysis ticker"
             onChange={(event) => setTickerInput(event.target.value.toUpperCase())}
             placeholder="Ticker (AAPL)"
             className="max-w-xs"
@@ -252,14 +390,24 @@ function AnalysisPageContent() {
             Analyze
           </Button>
           {analysis ? (
-            <Link
+            <>
-              href={`/filings?ticker=${analysis.company.ticker}`}
+              <Link
-              onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
+                href={`/financials?ticker=${analysis.company.ticker}`}
-              onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
+                onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
-              className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
-            >
+                className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
-              Open filing stream
+              >
-            </Link>
+                Open financials
+              </Link>
+              <Link
+                href={`/filings?ticker=${analysis.company.ticker}`}
+                onMouseEnter={() => prefetchResearchTicker(analysis.company.ticker)}
+                onFocus={() => prefetchResearchTicker(analysis.company.ticker)}
+                className="text-sm text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+              >
+                Open filing stream
+              </Link>
+            </>
           ) : null}
         </form>
       </Panel>
@@ -310,6 +458,101 @@ function AnalysisPageContent() {
         </Panel>
       </div>
 
+      <div className="grid grid-cols-1 gap-4 xl:grid-cols-3">
+        <Panel title="Coverage Workflow" subtitle="Coverage metadata shared with the Coverage page.">
+          {analysis?.coverage ? (
+            <div className="space-y-3 text-sm">
+              <div className="grid grid-cols-2 gap-3">
+                <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                  <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Status</p>
+                  <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.status}</p>
+                </div>
+                <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                  <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Priority</p>
+                  <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.priority}</p>
+                </div>
+              </div>
+              <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Last Reviewed</p>
+                <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.last_reviewed_at ? formatDateTime(analysis.coverage.last_reviewed_at) : 'No research review recorded yet'}</p>
+              </div>
+              <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Latest Filing</p>
+                <p className="mt-1 text-[color:var(--terminal-bright)]">{analysis.coverage.latest_filing_date ? formatLongDate(analysis.coverage.latest_filing_date) : 'No filing history loaded yet'}</p>
+              </div>
+              <Link href="/watchlist" className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">
+                Manage coverage
+              </Link>
+            </div>
+          ) : (
+            <p className="text-sm text-[color:var(--terminal-muted)]">This company is not yet in your coverage list. Add it from Coverage to track workflow status and review cadence.</p>
+          )}
+        </Panel>
+
+        <Panel title="Key Metrics" subtitle="Latest filing-level metrics used to anchor research.">
+          <div className="grid grid-cols-1 gap-3 text-sm md:grid-cols-2">
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Revenue</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(analysis?.keyMetrics.revenue, financialValueScale)}</p>
+            </div>
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Net Income</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(analysis?.keyMetrics.netIncome, financialValueScale)}</p>
+            </div>
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Assets</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">{asScaledFinancialCurrency(analysis?.keyMetrics.totalAssets, financialValueScale)}</p>
+            </div>
+            <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+              <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Cash / Debt</p>
+              <p className="mt-1 text-[color:var(--terminal-bright)]">
+                {analysis?.keyMetrics.cash != null && analysis?.keyMetrics.debt != null
+                  ? `${asScaledFinancialCurrency(analysis.keyMetrics.cash, financialValueScale)} / ${asScaledFinancialCurrency(analysis.keyMetrics.debt, financialValueScale)}`
+                  : 'n/a'}
+              </p>
+            </div>
+          </div>
+          <p className="mt-3 text-xs text-[color:var(--terminal-muted)]">
+            Reference date: {analysis?.keyMetrics.referenceDate ? formatLongDate(analysis.keyMetrics.referenceDate) : 'No financial filing selected'}.
+            {' '}Net margin: {analysis && analysis.keyMetrics.netMargin !== null ? formatPercent(analysis.keyMetrics.netMargin) : 'n/a'}.
+          </p>
+        </Panel>
+
+        <Panel title="Latest Filing Snapshot" subtitle="Most recent filing and whether an AI memo already exists.">
+          {analysis?.latestFilingSummary ? (
+            <div className="space-y-3 text-sm">
+              <div className="rounded-md border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2">
+                <p className="text-xs uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]">Filing</p>
+                <p className="mt-1 text-[color:var(--terminal-bright)]">
+                  {analysis.latestFilingSummary.filingType} · {formatLongDate(analysis.latestFilingSummary.filingDate)}
+                </p>
+              </div>
+              <p className="text-[color:var(--terminal-bright)]">
+                {analysis.latestFilingSummary.summary ?? 'No AI summary stored yet for the most recent filing.'}
+              </p>
+              <div className="flex flex-wrap gap-2">
+                {analysis.latestFilingSummary.hasAnalysis ? (
+                  <Link
+                    href={`/analysis/reports/${analysis.company.ticker}/${encodeURIComponent(analysis.latestFilingSummary.accessionNumber)}`}
+                    className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                  >
+                    Open latest memo
+                  </Link>
+                ) : null}
+                <Link
+                  href={`/filings?ticker=${analysis.company.ticker}`}
+                  className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                >
+                  Open filing stream
+                </Link>
+              </div>
+            </div>
+          ) : (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No filing snapshot available yet for this company.</p>
+          )}
+        </Panel>
+      </div>
+
       <div className="grid grid-cols-1 gap-6 xl:grid-cols-2">
         <Panel title="Price History" subtitle="Weekly close over the last year.">
           {loading ? (
@@ -480,11 +723,11 @@ function AnalysisPageContent() {
       <Panel title="AI Reports" subtitle="Generated filing analyses for this company.">
         {loading ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">Loading AI reports...</p>
-        ) : !analysis || analysis.aiReports.length === 0 ? (
+        ) : !analysis || analysis.recentAiReports.length === 0 ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">No AI reports generated yet. Run filing analysis from the filings stream.</p>
         ) : (
           <div className="grid grid-cols-1 gap-3 lg:grid-cols-2">
-            {analysis.aiReports.map((report) => (
+            {analysis.recentAiReports.map((report) => (
               <article key={report.accessionNumber} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
                 <div className="flex items-start justify-between gap-3">
                   <div>
@@ -513,10 +756,122 @@ function AnalysisPageContent() {
         )}
       </Panel>
 
+      <div className="grid grid-cols-1 gap-6 xl:grid-cols-[1fr_1.3fr]">
+        <Panel
+          title={editingJournalId === null ? 'Research Journal' : 'Edit Journal Entry'}
+          subtitle="Private markdown notes for this company. Linked filing notes update the coverage review timestamp."
+        >
+          <form onSubmit={saveJournalEntry} className="space-y-3">
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Title</label>
+              <Input
+                value={journalForm.title}
+                aria-label="Journal title"
+                onChange={(event) => setJournalForm((prev) => ({ ...prev, title: event.target.value }))}
+                placeholder="Investment thesis checkpoint, risk note, follow-up..."
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Linked Filing (optional)</label>
+              <Input
+                value={journalForm.accessionNumber}
+                aria-label="Journal linked filing"
+                onChange={(event) => setJournalForm((prev) => ({ ...prev, accessionNumber: event.target.value }))}
+                placeholder="0000000000-26-000001"
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Body</label>
+              <textarea
+                value={journalForm.bodyMarkdown}
+                aria-label="Journal body"
+                onChange={(event) => setJournalForm((prev) => ({ ...prev, bodyMarkdown: event.target.value }))}
+                placeholder="Write your thesis update, questions, risks, and next steps..."
+                className="min-h-[220px] w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition placeholder:text-[color:var(--terminal-muted)] focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_rgba(0,255,180,0.14)]"
+                required
+              />
+            </div>
+            <div className="flex flex-wrap gap-2">
+              <Button type="submit">
+                <NotebookPen className="size-4" />
+                {editingJournalId === null ? 'Save note' : 'Update note'}
+              </Button>
+              {editingJournalId !== null ? (
+                <Button type="button" variant="ghost" onClick={resetJournalForm}>
+                  Cancel edit
+                </Button>
+              ) : null}
+            </div>
+          </form>
+        </Panel>
+
+        <Panel title="Journal Timeline" subtitle={`${journalEntries.length} stored entries for ${activeTicker}.`}>
+          {journalLoading ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">Loading journal entries...</p>
+          ) : journalEntries.length === 0 ? (
+            <p className="text-sm text-[color:var(--terminal-muted)]">No journal notes yet. Start a thesis log or attach a filing note from the filings stream.</p>
+          ) : (
+            <div className="space-y-3">
+              {journalEntries.map((entry) => {
+                const canEdit = entry.entry_type !== 'status_change';
+
+                return (
+                  <article key={entry.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                    <div className="flex flex-wrap items-start justify-between gap-3">
+                      <div>
+                        <p className="text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+                          {entry.entry_type.replace('_', ' ')} · {formatDateTime(entry.updated_at)}
+                        </p>
+                        <h4 className="mt-1 text-sm font-semibold text-[color:var(--terminal-bright)]">
+                          {entry.title ?? 'Untitled entry'}
+                        </h4>
+                      </div>
+                      {entry.accession_number ? (
+                        <Link
+                          href={`/filings?ticker=${activeTicker}`}
+                          onMouseEnter={() => prefetchResearchTicker(activeTicker)}
+                          onFocus={() => prefetchResearchTicker(activeTicker)}
+                          className="text-xs uppercase tracking-[0.12em] text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                        >
+                          Open filing stream
+                        </Link>
+                      ) : null}
+                    </div>
+                    <p className="mt-3 whitespace-pre-wrap text-sm leading-6 text-[color:var(--terminal-bright)]">{entry.body_markdown}</p>
+                    {canEdit ? (
+                      <div className="mt-4 flex flex-wrap items-center gap-2">
+                        <Button
+                          variant="ghost"
+                          className="px-2 py-1 text-xs"
+                          onClick={() => beginEditJournalEntry(entry)}
+                        >
+                          <SquarePen className="size-3" />
+                          Edit
+                        </Button>
+                        <Button
+                          variant="danger"
+                          className="px-2 py-1 text-xs"
+                          onClick={() => {
+                            void removeJournalEntry(entry);
+                          }}
+                        >
+                          <Trash2 className="size-3" />
+                          Delete
+                        </Button>
+                      </div>
+                    ) : null}
+                  </article>
+                );
+              })}
+            </div>
+          )}
+        </Panel>
+      </div>
+
       <Panel>
         <div className="flex items-center gap-2 text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
           <ChartNoAxesCombined className="size-4" />
-          Analysis scope: price + filings + ai synthesis
+          Analysis scope: price + filings + ai synthesis + research journal
         </div>
       </Panel>
     </AppShell>

app/analysis/reports/[ticker]/[accessionNumber]/page.tsx

@@ -4,7 +4,7 @@ import { useQueryClient } from '@tanstack/react-query';
 import Link from 'next/link';
 import { useCallback, useEffect, useMemo, useState } from 'react';
 import { format } from 'date-fns';
-import { ArrowLeft, BrainCircuit, RefreshCcw } from 'lucide-react';
+import { ArrowLeft, BrainCircuit, NotebookPen, RefreshCcw } from 'lucide-react';
 import { useParams } from 'next/navigation';
 import { AppShell } from '@/components/shell/app-shell';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
@@ -14,6 +14,7 @@ import { aiReportQueryOptions } from '@/lib/query/options';
 import type { CompanyAiReportDetail } from '@/lib/types';
 import { Button } from '@/components/ui/button';
 import { Panel } from '@/components/ui/panel';
+import { createResearchJournalEntry } from '@/lib/api';
 
 function formatFilingDate(value: string) {
   const date = new Date(value);
@@ -44,6 +45,8 @@ export default function AnalysisReportPage() {
   const [report, setReport] = useState<CompanyAiReportDetail | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
+  const [savingToJournal, setSavingToJournal] = useState(false);
+  const [journalNotice, setJournalNotice] = useState<string | null>(null);
 
   const loadReport = useCallback(async () => {
     if (!accessionNumber) {
@@ -174,6 +177,49 @@ export default function AnalysisReportPage() {
               <BrainCircuit className="size-3.5" />
               Full text view
             </div>
+            {journalNotice ? (
+              <p className="mb-3 text-xs text-[color:var(--accent)]">{journalNotice}</p>
+            ) : null}
+            <div className="mb-4 flex flex-wrap gap-2">
+              <Button
+                variant="secondary"
+                disabled={savingToJournal}
+                onClick={async () => {
+                  if (!report) {
+                    return;
+                  }
+
+                  setSavingToJournal(true);
+                  setJournalNotice(null);
+
+                  try {
+                    await createResearchJournalEntry({
+                      ticker: report.ticker,
+                      accessionNumber: report.accessionNumber,
+                      entryType: 'filing_note',
+                      title: `${report.filingType} AI memo`,
+                      bodyMarkdown: [
+                        `Stored AI memo for ${report.companyName} (${report.ticker}).`,
+                        `Accession: ${report.accessionNumber}`,
+                        '',
+                        report.summary
+                      ].join('\n')
+                    });
+                    void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(report.ticker) });
+                    void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(report.ticker) });
+                    void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+                    setJournalNotice('Saved to the company research journal.');
+                  } catch (err) {
+                    setError(err instanceof Error ? err.message : 'Unable to save report to journal');
+                  } finally {
+                    setSavingToJournal(false);
+                  }
+                }}
+              >
+                <NotebookPen className="size-4" />
+                {savingToJournal ? 'Saving...' : 'Add to journal'}
+              </Button>
+            </div>
             <p className="whitespace-pre-wrap text-sm leading-7 text-[color:var(--terminal-bright)]">
               {report.summary}
             </p>

app/filings/page.tsx

@@ -5,7 +5,7 @@ import Link from 'next/link';
 import { useCallback, useEffect, useMemo, useState } from 'react';
 import { Suspense } from 'react';
 import { format } from 'date-fns';
-import { Bot, Download, ExternalLink, Search, TimerReset } from 'lucide-react';
+import { Bot, Download, ExternalLink, NotebookPen, Search, TimerReset } from 'lucide-react';
 import { useSearchParams } from 'next/navigation';
 import { AppShell } from '@/components/shell/app-shell';
 import { Panel } from '@/components/ui/panel';
@@ -13,7 +13,11 @@ import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
 import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
-import { queueFilingAnalysis, queueFilingSync } from '@/lib/api';
+import {
+  createResearchJournalEntry,
+  queueFilingAnalysis,
+  queueFilingSync
+} from '@/lib/api';
 import type { Filing } from '@/lib/types';
 import { formatCurrencyByScale, type NumberScaleUnit } from '@/lib/format';
 import { queryKeys } from '@/lib/query/keys';
@@ -131,6 +135,7 @@ function FilingsPageContent() {
   const [filterTickerInput, setFilterTickerInput] = useState('');
   const [searchTicker, setSearchTicker] = useState('');
   const [financialValueScale, setFinancialValueScale] = useState<NumberScaleUnit>('millions');
+  const [actionNotice, setActionNotice] = useState<string | null>(null);
 
   useEffect(() => {
     const ticker = searchParams.get('ticker');
@@ -152,7 +157,7 @@ function FilingsPageContent() {
     setError(null);
 
     try {
-      const response = await queryClient.ensureQueryData(options);
+      const response = await queryClient.fetchQuery(options);
       setFilings(response.filings);
     } catch (err) {
       setError(err instanceof Error ? err.message : 'Unable to fetch filings');
@@ -197,6 +202,30 @@ function FilingsPageContent() {
     }
   };
 
+  const addToJournal = async (filing: Filing) => {
+    try {
+      await createResearchJournalEntry({
+        ticker: filing.ticker,
+        accessionNumber: filing.accession_number,
+        entryType: 'filing_note',
+        title: `${filing.filing_type} filing note`,
+        bodyMarkdown: [
+          `Captured filing note for ${filing.company_name} (${filing.ticker}).`,
+          `Filed: ${formatFilingDate(filing.filing_date)}`,
+          `Accession: ${filing.accession_number}`,
+          '',
+          filing.analysis?.text ?? filing.analysis?.legacyInsights ?? 'Follow up on this filing from the stream.'
+        ].join('\n')
+      });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(filing.ticker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(filing.ticker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+      setActionNotice(`Saved ${filing.accession_number} to the ${filing.ticker} journal.`);
+    } catch (err) {
+      setError(err instanceof Error ? err.message : 'Failed to add filing to journal');
+    }
+  };
+
   const groupedByTicker = useMemo(() => {
     const counts = new Map<string, number>();
 
@@ -321,6 +350,7 @@ function FilingsPageContent() {
         )}
       >
         {error ? <p className="text-sm text-[#ffb5b5]">{error}</p> : null}
+        {actionNotice ? <p className="mt-2 text-sm text-[color:var(--accent)]">{actionNotice}</p> : null}
         {loading ? (
           <p className="text-sm text-[color:var(--terminal-muted)]">Fetching filings...</p>
         ) : filings.length === 0 ? (
@@ -379,6 +409,14 @@ function FilingsPageContent() {
                         <Bot className="size-3" />
                         Analyze
                       </Button>
+                      <Button
+                        variant="ghost"
+                        onClick={() => void addToJournal(filing)}
+                        className="px-2 py-1 text-xs"
+                      >
+                        <NotebookPen className="size-3" />
+                        Add to journal
+                      </Button>
                       {hasAnalysis ? (
                         <Link
                           href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}
@@ -449,6 +487,14 @@ function FilingsPageContent() {
                               <Bot className="size-3" />
                               Analyze
                             </Button>
+                            <Button
+                              variant="ghost"
+                              onClick={() => void addToJournal(filing)}
+                              className="px-2 py-1 text-xs"
+                            >
+                              <NotebookPen className="size-3" />
+                              Journal
+                            </Button>
                             {hasAnalysis ? (
                               <Link
                                 href={`/analysis/reports/${filing.ticker}/${encodeURIComponent(filing.accession_number)}`}

app/financials/page.tsx

@@ -178,6 +178,50 @@ function mergeSurfaceRows<T extends { key: string; values: Record<string, number
   return [...rowMap.values()];
 }
 
+function mergeOverviewMetrics(
+  base: CompanyFinancialStatementsResponse['overviewMetrics'],
+  next: CompanyFinancialStatementsResponse['overviewMetrics']
+): CompanyFinancialStatementsResponse['overviewMetrics'] {
+  const mergedSeriesMap = new Map<string, CompanyFinancialStatementsResponse['overviewMetrics']['series'][number]>();
+
+  for (const source of [base.series, next.series]) {
+    for (const point of source) {
+      const existing = mergedSeriesMap.get(point.periodId);
+      if (!existing) {
+        mergedSeriesMap.set(point.periodId, { ...point });
+        continue;
+      }
+
+      existing.filingDate = existing.filingDate || point.filingDate;
+      existing.periodEnd = existing.periodEnd ?? point.periodEnd;
+      existing.label = existing.label || point.label;
+      existing.revenue = existing.revenue ?? point.revenue;
+      existing.netIncome = existing.netIncome ?? point.netIncome;
+      existing.totalAssets = existing.totalAssets ?? point.totalAssets;
+      existing.cash = existing.cash ?? point.cash;
+      existing.debt = existing.debt ?? point.debt;
+    }
+  }
+
+  const series = [...mergedSeriesMap.values()].sort((left, right) => {
+    return Date.parse(left.periodEnd ?? left.filingDate) - Date.parse(right.periodEnd ?? right.filingDate);
+  });
+  const latest = series[series.length - 1] ?? null;
+
+  return {
+    referencePeriodId: next.referencePeriodId ?? base.referencePeriodId ?? latest?.periodId ?? null,
+    referenceDate: next.referenceDate ?? base.referenceDate ?? latest?.filingDate ?? null,
+    latest: {
+      revenue: next.latest.revenue ?? base.latest.revenue ?? latest?.revenue ?? null,
+      netIncome: next.latest.netIncome ?? base.latest.netIncome ?? latest?.netIncome ?? null,
+      totalAssets: next.latest.totalAssets ?? base.latest.totalAssets ?? latest?.totalAssets ?? null,
+      cash: next.latest.cash ?? base.latest.cash ?? latest?.cash ?? null,
+      debt: next.latest.debt ?? base.latest.debt ?? latest?.debt ?? null
+    },
+    series
+  };
+}
+
 function mergeFinancialPages(
   base: CompanyFinancialStatementsResponse | null,
   next: CompanyFinancialStatementsResponse
@@ -317,6 +361,7 @@ function mergeFinancialPages(
       ...next.dataSourceStatus,
       queuedSync: base.dataSourceStatus.queuedSync || next.dataSourceStatus.queuedSync
     },
+    overviewMetrics: mergeOverviewMetrics(base.overviewMetrics, next.overviewMetrics),
     dimensionBreakdown
   };
 }
@@ -342,6 +387,33 @@ function buildOverviewSeries(
   incomeData: CompanyFinancialStatementsResponse | null,
   balanceData: CompanyFinancialStatementsResponse | null
 ): OverviewPoint[] {
+  const overviewSeriesMap = new Map<string, OverviewPoint>();
+
+  for (const source of [incomeData?.overviewMetrics.series ?? [], balanceData?.overviewMetrics.series ?? []]) {
+    for (const point of source) {
+      const existing = overviewSeriesMap.get(point.periodId);
+      if (!existing) {
+        overviewSeriesMap.set(point.periodId, { ...point });
+        continue;
+      }
+
+      existing.filingDate = existing.filingDate || point.filingDate;
+      existing.periodEnd = existing.periodEnd ?? point.periodEnd;
+      existing.label = existing.label || point.label;
+      existing.revenue = existing.revenue ?? point.revenue;
+      existing.netIncome = existing.netIncome ?? point.netIncome;
+      existing.totalAssets = existing.totalAssets ?? point.totalAssets;
+      existing.cash = existing.cash ?? point.cash;
+      existing.debt = existing.debt ?? point.debt;
+    }
+  }
+
+  if (overviewSeriesMap.size > 0) {
+    return [...overviewSeriesMap.values()].sort((left, right) => {
+      return Date.parse(left.periodEnd ?? left.filingDate) - Date.parse(right.periodEnd ?? right.filingDate);
+    });
+  }
+
   const periodMap = new Map<string, { filingDate: string; periodEnd: string | null }>();
 
   for (const source of [incomeData, balanceData]) {
@@ -609,27 +681,36 @@ function FinancialsPageContent() {
 
   const latestStandardizedIncome = overviewIncome?.surfaces.standardized.rows ?? [];
   const latestStandardizedBalance = overviewBalance?.surfaces.standardized.rows ?? [];
-  const latestRevenue = latestOverview?.revenue
+  const latestRevenue = overviewIncome?.overviewMetrics.latest.revenue
+    ?? latestOverview?.revenue
     ?? findStandardizedRow(latestStandardizedIncome, 'revenue')?.values[periods[periods.length - 1]?.id ?? '']
     ?? latestTaxonomyMetrics?.revenue
     ?? null;
-  const latestNetIncome = latestOverview?.netIncome
+  const latestNetIncome = overviewIncome?.overviewMetrics.latest.netIncome
+    ?? latestOverview?.netIncome
     ?? findStandardizedRow(latestStandardizedIncome, 'net-income')?.values[periods[periods.length - 1]?.id ?? '']
     ?? latestTaxonomyMetrics?.netIncome
     ?? null;
-  const latestTotalAssets = latestOverview?.totalAssets
+  const latestTotalAssets = overviewBalance?.overviewMetrics.latest.totalAssets
+    ?? latestOverview?.totalAssets
     ?? findStandardizedRow(latestStandardizedBalance, 'total-assets')?.values[periods[periods.length - 1]?.id ?? '']
     ?? latestTaxonomyMetrics?.totalAssets
     ?? null;
-  const latestCash = latestOverview?.cash
+  const latestCash = overviewBalance?.overviewMetrics.latest.cash
+    ?? latestOverview?.cash
     ?? findStandardizedRow(latestStandardizedBalance, 'cash-and-equivalents')?.values[periods[periods.length - 1]?.id ?? '']
     ?? latestTaxonomyMetrics?.cash
     ?? null;
-  const latestDebt = latestOverview?.debt
+  const latestDebt = overviewBalance?.overviewMetrics.latest.debt
+    ?? latestOverview?.debt
     ?? findStandardizedRow(latestStandardizedBalance, 'total-debt')?.values[periods[periods.length - 1]?.id ?? '']
     ?? latestTaxonomyMetrics?.debt
     ?? null;
-  const latestReferenceDate = latestOverview?.filingDate ?? periods[periods.length - 1]?.filingDate ?? null;
+  const latestReferenceDate = overviewIncome?.overviewMetrics.referenceDate
+    ?? overviewBalance?.overviewMetrics.referenceDate
+    ?? latestOverview?.filingDate
+    ?? periods[periods.length - 1]?.filingDate
+    ?? null;
 
   const selectedRow = useMemo(() => {
     if (!selectedRowKey) {

app/page.tsx

@@ -164,7 +164,7 @@ export default function CommandCenterPage() {
           positive={Number(state.summary.total_gain_loss) >= 0}
         />
         <MetricCard label="Tracked Filings" value={String(state.filingsCount)} delta="Last 200 records" />
-        <MetricCard label="Watchlist Nodes" value={String(state.watchlistCount)} delta={`${state.summary.positions} positions active`} />
+        <MetricCard label="Coverage Names" value={String(state.watchlistCount)} delta={`${state.summary.positions} positions active`} />
       </div>
 
       <div className="grid grid-cols-1 gap-6 xl:grid-cols-3">
@@ -223,7 +223,7 @@ export default function CommandCenterPage() {
             onFocus={() => prefetchPortfolioSurfaces()}
           >
             <p className="panel-heading text-xs uppercase text-[color:var(--terminal-muted)]">Portfolio</p>
-            <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">Manage holdings and mark to market in real time.</p>
+            <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">Manage the active private portfolio and mark positions to market.</p>
           </Link>
           <Link
             className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4 transition hover:border-[color:var(--line-strong)] hover:bg-[color:var(--panel-bright)]"
@@ -231,8 +231,8 @@ export default function CommandCenterPage() {
             onMouseEnter={() => prefetchPortfolioSurfaces()}
             onFocus={() => prefetchPortfolioSurfaces()}
           >
-            <p className="panel-heading text-xs uppercase text-[color:var(--terminal-muted)]">Watchlist</p>
+            <p className="panel-heading text-xs uppercase text-[color:var(--terminal-muted)]">Coverage</p>
-            <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">Track priority tickers for monitoring and ingestion.</p>
+            <p className="mt-2 text-sm text-[color:var(--terminal-bright)]">Track research status, review cadence, and filing freshness per company.</p>
           </Link>
         </div>
       </Panel>

app/portfolio/page.tsx

@@ -1,18 +1,21 @@
 'use client';
 
 import { useQueryClient } from '@tanstack/react-query';
+import Link from 'next/link';
 import { useCallback, useEffect, useMemo, useState } from 'react';
 import { PieChart, Pie, Cell, Tooltip, Legend, ResponsiveContainer, BarChart, CartesianGrid, XAxis, YAxis, Bar } from 'recharts';
-import { BrainCircuit, Plus, RefreshCcw, Trash2 } from 'lucide-react';
+import { BrainCircuit, Plus, RefreshCcw, SquarePen, Trash2 } from 'lucide-react';
 import { AppShell } from '@/components/shell/app-shell';
 import { Panel } from '@/components/ui/panel';
 import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
+import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
 import {
   deleteHolding,
   queuePortfolioInsights,
   queuePriceRefresh,
+  updateHolding,
   upsertHolding
 } from '@/lib/api';
 import type { Holding, PortfolioInsight, PortfolioSummary } from '@/lib/types';
@@ -26,6 +29,7 @@ import {
 
 type FormState = {
   ticker: string;
+  companyName: string;
   shares: string;
   avgCost: string;
   currentPrice: string;
@@ -49,13 +53,15 @@ const EMPTY_SUMMARY: PortfolioSummary = {
 export default function PortfolioPage() {
   const { isPending, isAuthenticated } = useAuthGuard();
   const queryClient = useQueryClient();
+  const { prefetchResearchTicker } = useLinkPrefetch();
 
   const [holdings, setHoldings] = useState<Holding[]>([]);
   const [summary, setSummary] = useState<PortfolioSummary>(EMPTY_SUMMARY);
   const [latestInsight, setLatestInsight] = useState<PortfolioInsight | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
-  const [form, setForm] = useState<FormState>({ ticker: '', shares: '', avgCost: '', currentPrice: '' });
+  const [editingHoldingId, setEditingHoldingId] = useState<number | null>(null);
+  const [form, setForm] = useState<FormState>({ ticker: '', companyName: '', shares: '', avgCost: '', currentPrice: '' });
 
   const loadPortfolio = useCallback(async () => {
     const holdingsOptions = holdingsQueryOptions();
@@ -70,9 +76,9 @@ export default function PortfolioPage() {
 
     try {
       const [holdingsRes, summaryRes, insightRes] = await Promise.all([
-        queryClient.ensureQueryData(holdingsOptions),
+        queryClient.fetchQuery(holdingsOptions),
-        queryClient.ensureQueryData(summaryOptions),
+        queryClient.fetchQuery(summaryOptions),
-        queryClient.ensureQueryData(insightOptions)
+        queryClient.fetchQuery(insightOptions)
       ]);
 
       setHoldings(holdingsRes.holdings);
@@ -107,18 +113,33 @@ export default function PortfolioPage() {
     [holdings]
   );
 
+  const resetHoldingForm = useCallback(() => {
+    setEditingHoldingId(null);
+    setForm({ ticker: '', companyName: '', shares: '', avgCost: '', currentPrice: '' });
+  }, []);
+
   const submitHolding = async (event: React.FormEvent<HTMLFormElement>) => {
     event.preventDefault();
 
     try {
-      await upsertHolding({
+      if (editingHoldingId === null) {
-        ticker: form.ticker.toUpperCase(),
+        await upsertHolding({
-        shares: Number(form.shares),
+          ticker: form.ticker.toUpperCase(),
-        avgCost: Number(form.avgCost),
+          companyName: form.companyName.trim() || undefined,
-        currentPrice: form.currentPrice ? Number(form.currentPrice) : undefined
+          shares: Number(form.shares),
-      });
+          avgCost: Number(form.avgCost),
+          currentPrice: form.currentPrice ? Number(form.currentPrice) : undefined
+        });
+      } else {
+        await updateHolding(editingHoldingId, {
+          companyName: form.companyName.trim() || undefined,
+          shares: Number(form.shares),
+          avgCost: Number(form.avgCost),
+          currentPrice: form.currentPrice ? Number(form.currentPrice) : undefined
+        });
+      }
 
-      setForm({ ticker: '', shares: '', avgCost: '', currentPrice: '' });
+      resetHoldingForm();
       void queryClient.invalidateQueries({ queryKey: queryKeys.holdings() });
       void queryClient.invalidateQueries({ queryKey: queryKeys.portfolioSummary() });
       await loadPortfolio();
@@ -282,15 +303,17 @@ export default function PortfolioPage() {
             <p className="text-sm text-[color:var(--terminal-muted)]">No holdings added yet.</p>
           ) : (
             <div className="max-w-full overflow-x-auto">
-              <table className="data-table min-w-[780px]">
+              <table className="data-table min-w-[1020px]">
                 <thead>
                   <tr>
                     <th>Ticker</th>
+                    <th>Company</th>
                     <th>Shares</th>
                     <th>Avg Cost</th>
                     <th>Price</th>
                     <th>Value</th>
                     <th>Gain/Loss</th>
+                    <th>Research</th>
                     <th>Action</th>
                   </tr>
                 </thead>
@@ -298,6 +321,7 @@ export default function PortfolioPage() {
                   {holdings.map((holding) => (
                     <tr key={holding.id}>
                       <td>{holding.ticker}</td>
+                      <td>{holding.company_name ?? 'n/a'}</td>
                       <td>{asNumber(holding.shares).toLocaleString()}</td>
                       <td>{formatCurrency(holding.avg_cost)}</td>
                       <td>{holding.current_price ? formatCurrency(holding.current_price) : 'n/a'}</td>
@@ -306,23 +330,73 @@ export default function PortfolioPage() {
                         {formatCurrency(holding.gain_loss)} ({formatPercent(holding.gain_loss_pct)})
                       </td>
                       <td>
-                        <Button
+                        <div className="flex flex-wrap gap-2">
-                          variant="danger"
+                          <Link
-                          className="px-2 py-1 text-xs"
+                            href={`/analysis?ticker=${holding.ticker}`}
-                          onClick={async () => {
+                            onMouseEnter={() => prefetchResearchTicker(holding.ticker)}
-                            try {
+                            onFocus={() => prefetchResearchTicker(holding.ticker)}
-                              await deleteHolding(holding.id);
+                            className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
-                              void queryClient.invalidateQueries({ queryKey: queryKeys.holdings() });
+                          >
-                              void queryClient.invalidateQueries({ queryKey: queryKeys.portfolioSummary() });
+                            Analysis
-                              await loadPortfolio();
+                          </Link>
-                            } catch (err) {
+                          <Link
-                              setError(err instanceof Error ? err.message : 'Failed to delete holding');
+                            href={`/financials?ticker=${holding.ticker}`}
-                            }
+                            onMouseEnter={() => prefetchResearchTicker(holding.ticker)}
-                          }}
+                            onFocus={() => prefetchResearchTicker(holding.ticker)}
-                        >
+                            className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
-                          <Trash2 className="size-3" />
+                          >
-                          Delete
+                            Financials
-                        </Button>
+                          </Link>
+                          <Link
+                            href={`/filings?ticker=${holding.ticker}`}
+                            onMouseEnter={() => prefetchResearchTicker(holding.ticker)}
+                            onFocus={() => prefetchResearchTicker(holding.ticker)}
+                            className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                          >
+                            Filings
+                          </Link>
+                        </div>
+                      </td>
+                      <td>
+                        <div className="flex flex-wrap gap-2">
+                          <Button
+                            variant="ghost"
+                            className="px-2 py-1 text-xs"
+                            onClick={() => {
+                              setEditingHoldingId(holding.id);
+                              setForm({
+                                ticker: holding.ticker,
+                                companyName: holding.company_name ?? '',
+                                shares: String(asNumber(holding.shares)),
+                                avgCost: String(asNumber(holding.avg_cost)),
+                                currentPrice: holding.current_price ? String(asNumber(holding.current_price)) : ''
+                              });
+                            }}
+                          >
+                            <SquarePen className="size-3" />
+                            Edit
+                          </Button>
+                          <Button
+                            variant="danger"
+                            className="px-2 py-1 text-xs"
+                            onClick={async () => {
+                              try {
+                                await deleteHolding(holding.id);
+                                void queryClient.invalidateQueries({ queryKey: queryKeys.holdings() });
+                                void queryClient.invalidateQueries({ queryKey: queryKeys.portfolioSummary() });
+                                await loadPortfolio();
+                                if (editingHoldingId === holding.id) {
+                                  resetHoldingForm();
+                                }
+                              } catch (err) {
+                                setError(err instanceof Error ? err.message : 'Failed to delete holding');
+                              }
+                            }}
+                          >
+                            <Trash2 className="size-3" />
+                            Delete
+                          </Button>
+                        </div>
                       </td>
                     </tr>
                   ))}
@@ -332,28 +406,50 @@ export default function PortfolioPage() {
           )}
         </Panel>
 
-        <Panel title="Add / Update Holding">
+        <Panel title={editingHoldingId === null ? 'Add Holding' : 'Edit Holding'}>
           <form onSubmit={submitHolding} className="space-y-3">
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Ticker</label>
-              <Input value={form.ticker} onChange={(event) => setForm((prev) => ({ ...prev, ticker: event.target.value.toUpperCase() }))} required />
+              <Input
+                value={form.ticker}
+                aria-label="Holding ticker"
+                disabled={editingHoldingId !== null}
+                onChange={(event) => setForm((prev) => ({ ...prev, ticker: event.target.value.toUpperCase() }))}
+                required
+              />
+            </div>
+            <div>
+              <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Company Name (optional)</label>
+              <Input
+                value={form.companyName}
+                aria-label="Holding company name"
+                onChange={(event) => setForm((prev) => ({ ...prev, companyName: event.target.value }))}
+                placeholder="Resolved from coverage or filings if left blank"
+              />
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Shares</label>
-              <Input type="number" step="0.0001" min="0.0001" value={form.shares} onChange={(event) => setForm((prev) => ({ ...prev, shares: event.target.value }))} required />
+              <Input aria-label="Holding shares" type="number" step="0.0001" min="0.0001" value={form.shares} onChange={(event) => setForm((prev) => ({ ...prev, shares: event.target.value }))} required />
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Average Cost</label>
-              <Input type="number" step="0.0001" min="0.0001" value={form.avgCost} onChange={(event) => setForm((prev) => ({ ...prev, avgCost: event.target.value }))} required />
+              <Input aria-label="Holding average cost" type="number" step="0.0001" min="0.0001" value={form.avgCost} onChange={(event) => setForm((prev) => ({ ...prev, avgCost: event.target.value }))} required />
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">Current Price (optional)</label>
-              <Input type="number" step="0.0001" min="0" value={form.currentPrice} onChange={(event) => setForm((prev) => ({ ...prev, currentPrice: event.target.value }))} />
+              <Input aria-label="Holding current price" type="number" step="0.0001" min="0" value={form.currentPrice} onChange={(event) => setForm((prev) => ({ ...prev, currentPrice: event.target.value }))} />
+            </div>
+            <div className="flex flex-wrap gap-2">
+              <Button type="submit" className="flex-1">
+                <Plus className="size-4" />
+                {editingHoldingId === null ? 'Save holding' : 'Update holding'}
+              </Button>
+              {editingHoldingId !== null ? (
+                <Button type="button" variant="ghost" onClick={resetHoldingForm}>
+                  Cancel
+                </Button>
+              ) : null}
             </div>
-            <Button type="submit" className="w-full">
-              <Plus className="size-4" />
-              Save holding
-            </Button>
           </form>
 
           <div className="mt-5 border-t border-[color:var(--line-weak)] pt-4">

app/watchlist/page.tsx

@@ -1,28 +1,65 @@
 'use client';
 
 import { useQueryClient } from '@tanstack/react-query';
-import { useCallback, useEffect, useState } from 'react';
+import { format } from 'date-fns';
-import { ArrowRight, Eye, Plus, Trash2 } from 'lucide-react';
+import { ArrowRight, CalendarClock, Plus, RefreshCcw, SquarePen, Trash2 } from 'lucide-react';
 import Link from 'next/link';
+import { useCallback, useEffect, useMemo, useState } from 'react';
 import { AppShell } from '@/components/shell/app-shell';
-import { Panel } from '@/components/ui/panel';
 import { Button } from '@/components/ui/button';
 import { Input } from '@/components/ui/input';
-import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
+import { Panel } from '@/components/ui/panel';
 import { useAuthGuard } from '@/hooks/use-auth-guard';
-import { deleteWatchlistItem, queueFilingSync, upsertWatchlistItem } from '@/lib/api';
+import { useLinkPrefetch } from '@/hooks/use-link-prefetch';
-import type { WatchlistItem } from '@/lib/types';
+import {
+  deleteWatchlistItem,
+  queueFilingSync,
+  updateWatchlistItem,
+  upsertWatchlistItem
+} from '@/lib/api';
 import { queryKeys } from '@/lib/query/keys';
 import { watchlistQueryOptions } from '@/lib/query/options';
+import type {
+  CoveragePriority,
+  CoverageStatus,
+  WatchlistItem
+} from '@/lib/types';
 
 type FormState = {
   ticker: string;
   companyName: string;
   sector: string;
   category: string;
+  status: CoverageStatus;
+  priority: CoveragePriority;
   tags: string;
 };
 
+const STATUS_OPTIONS: Array<{ value: CoverageStatus; label: string }> = [
+  { value: 'backlog', label: 'Backlog' },
+  { value: 'active', label: 'Active' },
+  { value: 'watch', label: 'Watch' },
+  { value: 'archive', label: 'Archive' }
+];
+
+const PRIORITY_OPTIONS: Array<{ value: CoveragePriority; label: string }> = [
+  { value: 'high', label: 'High' },
+  { value: 'medium', label: 'Medium' },
+  { value: 'low', label: 'Low' }
+];
+
+const EMPTY_FORM: FormState = {
+  ticker: '',
+  companyName: '',
+  sector: '',
+  category: '',
+  status: 'backlog',
+  priority: 'medium',
+  tags: ''
+};
+
+const SELECT_CLASS_NAME = 'w-full rounded-lg border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-2 text-sm text-[color:var(--terminal-bright)] outline-none transition focus:border-[color:var(--line-strong)] focus:shadow-[0_0_0_3px_rgba(0,255,180,0.14)]';
+
 function parseTagsInput(input: string) {
   const unique = new Set<string>();
 
@@ -38,6 +75,36 @@ function parseTagsInput(input: string) {
   return [...unique];
 }
 
+function formatDateTime(value: string | null) {
+  if (!value) {
+    return 'Not reviewed';
+  }
+
+  const parsed = new Date(value);
+  if (Number.isNaN(parsed.getTime())) {
+    return value;
+  }
+
+  return format(parsed, 'MMM dd, yyyy · HH:mm');
+}
+
+function formatDateOnly(value: string | null) {
+  if (!value) {
+    return 'No filings';
+  }
+
+  const parsed = new Date(value);
+  if (Number.isNaN(parsed.getTime())) {
+    return value;
+  }
+
+  return format(parsed, 'MMM dd, yyyy');
+}
+
+function normalizeSearchValue(value: string) {
+  return value.trim().toLowerCase();
+}
+
 export default function WatchlistPage() {
   const { isPending, isAuthenticated } = useAuthGuard();
   const queryClient = useQueryClient();
@@ -45,16 +112,13 @@ export default function WatchlistPage() {
 
   const [items, setItems] = useState<WatchlistItem[]>([]);
   const [loading, setLoading] = useState(true);
+  const [saving, setSaving] = useState(false);
+  const [search, setSearch] = useState('');
   const [error, setError] = useState<string | null>(null);
-  const [form, setForm] = useState<FormState>({
+  const [editingItemId, setEditingItemId] = useState<number | null>(null);
-    ticker: '',
+  const [form, setForm] = useState<FormState>(EMPTY_FORM);
-    companyName: '',
-    sector: '',
-    category: '',
-    tags: ''
-  });
 
-  const loadWatchlist = useCallback(async () => {
+  const loadCoverage = useCallback(async () => {
     const options = watchlistQueryOptions();
 
     if (!queryClient.getQueryData(options.queryKey)) {
@@ -64,10 +128,10 @@ export default function WatchlistPage() {
     setError(null);
 
     try {
-      const response = await queryClient.ensureQueryData(options);
+      const response = await queryClient.fetchQuery(options);
       setItems(response.items);
     } catch (err) {
-      setError(err instanceof Error ? err.message : 'Failed to load watchlist');
+      setError(err instanceof Error ? err.message : 'Failed to load coverage');
     } finally {
       setLoading(false);
     }
@@ -75,33 +139,110 @@ export default function WatchlistPage() {
 
   useEffect(() => {
     if (!isPending && isAuthenticated) {
-      void loadWatchlist();
+      void loadCoverage();
     }
-  }, [isPending, isAuthenticated, loadWatchlist]);
+  }, [isPending, isAuthenticated, loadCoverage]);
 
-  const submit = async (event: React.FormEvent<HTMLFormElement>) => {
+  const filteredItems = useMemo(() => {
+    const normalizedSearch = normalizeSearchValue(search);
+    if (!normalizedSearch) {
+      return items;
+    }
+
+    return items.filter((item) => {
+      const haystack = [
+        item.ticker,
+        item.company_name,
+        item.sector ?? '',
+        item.category ?? '',
+        item.status,
+        item.priority,
+        ...item.tags
+      ].join(' ').toLowerCase();
+
+      return haystack.includes(normalizedSearch);
+    });
+  }, [items, search]);
+
+  const resetForm = useCallback(() => {
+    setEditingItemId(null);
+    setForm(EMPTY_FORM);
+  }, []);
+
+  const beginEdit = useCallback((item: WatchlistItem) => {
+    setEditingItemId(item.id);
+    setForm({
+      ticker: item.ticker,
+      companyName: item.company_name,
+      sector: item.sector ?? '',
+      category: item.category ?? '',
+      status: item.status,
+      priority: item.priority,
+      tags: item.tags.join(', ')
+    });
+  }, []);
+
+  const invalidateCoverageQueries = useCallback((ticker?: string) => {
+    void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+    if (ticker) {
+      const normalizedTicker = ticker.trim().toUpperCase();
+      void queryClient.invalidateQueries({ queryKey: queryKeys.companyAnalysis(normalizedTicker) });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.researchJournal(normalizedTicker) });
+    }
+  }, [queryClient]);
+
+  const saveCoverage = async (event: React.FormEvent<HTMLFormElement>) => {
     event.preventDefault();
+    setSaving(true);
+    setError(null);
 
     try {
-      await upsertWatchlistItem({
+      const payload = {
-        ticker: form.ticker.toUpperCase(),
+        companyName: form.companyName.trim(),
-        companyName: form.companyName,
+        sector: form.sector.trim() || undefined,
-        sector: form.sector || undefined,
+        category: form.category.trim() || undefined,
-        category: form.category || undefined,
+        status: form.status,
+        priority: form.priority,
         tags: parseTagsInput(form.tags)
-      });
+      };
 
-      setForm({
+      if (editingItemId === null) {
-        ticker: '',
+        await upsertWatchlistItem({
-        companyName: '',
+          ticker: form.ticker.trim().toUpperCase(),
-        sector: '',
+          ...payload
-        category: '',
+        });
-        tags: ''
+      } else {
-      });
+        await updateWatchlistItem(editingItemId, payload);
-      void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+      }
-      await loadWatchlist();
+
+      invalidateCoverageQueries(form.ticker);
+      await loadCoverage();
+      resetForm();
     } catch (err) {
-      setError(err instanceof Error ? err.message : 'Failed to save watchlist item');
+      setError(err instanceof Error ? err.message : 'Failed to save coverage item');
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const updateCoverageInline = async (
+    item: WatchlistItem,
+    patch: {
+      status?: CoverageStatus;
+      priority?: CoveragePriority;
+      lastReviewedAt?: string;
+    }
+  ) => {
+    try {
+      await updateWatchlistItem(item.id, {
+        status: patch.status,
+        priority: patch.priority,
+        lastReviewedAt: patch.lastReviewedAt
+      });
+      invalidateCoverageQueries(item.ticker);
+      await loadCoverage();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : `Failed to update ${item.ticker}`);
     }
   };
 
@@ -114,127 +255,303 @@ export default function WatchlistPage() {
         tags: item.tags.length > 0 ? item.tags : undefined
       });
       void queryClient.invalidateQueries({ queryKey: queryKeys.recentTasks(20) });
-      void queryClient.invalidateQueries({ queryKey: ['filings'] });
+      void queryClient.invalidateQueries({ queryKey: queryKeys.filings(item.ticker, 120) });
     } catch (err) {
-      setError(err instanceof Error ? err.message : `Failed to queue sync for ${item.ticker}`);
+      setError(err instanceof Error ? err.message : `Failed to queue filing sync for ${item.ticker}`);
     }
   };
 
   if (isPending || !isAuthenticated) {
-    return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading watchlist terminal...</div>;
+    return <div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading coverage terminal...</div>;
   }
 
   return (
     <AppShell
-      title="Watchlist"
+      title="Coverage"
-      subtitle="Track symbols, company context, and trigger filing ingestion jobs from one surface."
+      subtitle="Track research status, priorities, filing recency, and handoff into company analysis."
     >
-      <div className="grid grid-cols-1 gap-6 xl:grid-cols-[1.6fr_1fr]">
+      <div className="grid grid-cols-1 gap-6 xl:grid-cols-[1.8fr_1fr]">
-        <Panel title="Symbols" subtitle="Your monitored universe.">
+        <Panel
+          title="Coverage Board"
+          subtitle={`${items.length} tracked companies across backlog, active work, and archive.`}
+          actions={(
+            <div className="flex w-full flex-col gap-2 sm:w-auto sm:flex-row">
+              <Input
+                value={search}
+                aria-label="Search coverage"
+                onChange={(event) => setSearch(event.target.value)}
+                placeholder="Search ticker, company, tag, sector..."
+                className="min-w-[18rem]"
+              />
+              <Button
+                variant="secondary"
+                onClick={() => {
+                  void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+                  void loadCoverage();
+                }}
+              >
+                <RefreshCcw className="size-4" />
+                Refresh
+              </Button>
+            </div>
+          )}
+        >
           {error ? <p className="text-sm text-[#ffb5b5]">{error}</p> : null}
           {loading ? (
-            <p className="text-sm text-[color:var(--terminal-muted)]">Loading watchlist...</p>
+            <p className="text-sm text-[color:var(--terminal-muted)]">Loading coverage...</p>
-          ) : items.length === 0 ? (
+          ) : filteredItems.length === 0 ? (
-            <p className="text-sm text-[color:var(--terminal-muted)]">No symbols yet. Add one from the right panel.</p>
+            <p className="text-sm text-[color:var(--terminal-muted)]">No coverage items match the current search.</p>
           ) : (
-            <div className="grid grid-cols-1 gap-3 md:grid-cols-2">
+            <div className="overflow-x-auto">
-              {items.map((item) => (
+              <table className="data-table min-w-[1120px]">
-                <article key={item.id} className="rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] p-4">
+                <thead>
-                  <div className="flex items-start justify-between gap-3">
+                  <tr>
-                    <div>
+                    <th>Company</th>
-                      <p className="text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">
+                    <th>Status</th>
-                        {item.sector ?? 'Unclassified'}
+                    <th>Priority</th>
-                        {item.category ? ` · ${item.category}` : ''}
+                    <th>Tags</th>
-                      </p>
+                    <th>Last Filing</th>
-                      <h3 className="mt-1 text-xl font-semibold text-[color:var(--terminal-bright)]">{item.ticker}</h3>
+                    <th>Last Reviewed</th>
-                      <p className="mt-1 text-sm text-[color:var(--terminal-muted)]">{item.company_name}</p>
+                    <th>Actions</th>
-                      {item.tags.length > 0 ? (
+                  </tr>
-                        <div className="mt-2 flex flex-wrap gap-1">
+                </thead>
-                          {item.tags.map((tag) => (
+                <tbody>
-                            <span
+                  {filteredItems.map((item) => (
-                              key={`${item.id}-${tag}`}
+                    <tr key={item.id}>
-                              className="rounded border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-1.5 py-0.5 text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]"
+                      <td>
-                            >
+                        <div className="font-medium text-[color:var(--terminal-bright)]">{item.ticker}</div>
-                              {tag}
+                        <div className="text-sm text-[color:var(--terminal-bright)]">{item.company_name}</div>
-                            </span>
+                        <div className="text-xs text-[color:var(--terminal-muted)]">
-                          ))}
+                          {item.sector ?? 'Unclassified'}
+                          {item.category ? ` · ${item.category}` : ''}
                         </div>
-                      ) : null}
+                      </td>
-                    </div>
+                      <td>
-                    <Eye className="size-4 text-[color:var(--accent)]" />
+                        <select
-                  </div>
+                          aria-label={`${item.ticker} status`}
-
+                          className={SELECT_CLASS_NAME}
-                  <div className="mt-4 flex flex-wrap items-center gap-2">
+                          value={item.status}
-                    <Button variant="secondary" className="px-2 py-1 text-xs" onClick={() => void queueSync(item)}>
+                          onChange={(event) => {
-                      Sync filings
+                            void updateCoverageInline(item, {
-                    </Button>
+                              status: event.target.value as CoverageStatus
-                    <Link
+                            });
-                      href={`/filings?ticker=${item.ticker}`}
+                          }}
-                      onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                        >
-                      onFocus={() => prefetchResearchTicker(item.ticker)}
+                          {STATUS_OPTIONS.map((option) => (
-                      className="inline-flex items-center gap-1 text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                            <option key={option.value} value={option.value}>
-                    >
+                              {option.label}
-                      Open stream
+                            </option>
-                      <ArrowRight className="size-3" />
+                          ))}
-                    </Link>
+                        </select>
-                    <Link
+                      </td>
-                      href={`/analysis?ticker=${item.ticker}`}
+                      <td>
-                      onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                        <select
-                      onFocus={() => prefetchResearchTicker(item.ticker)}
+                          aria-label={`${item.ticker} priority`}
-                      className="inline-flex items-center gap-1 text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]"
+                          className={SELECT_CLASS_NAME}
-                    >
+                          value={item.priority}
-                      Analyze
+                          onChange={(event) => {
-                      <ArrowRight className="size-3" />
+                            void updateCoverageInline(item, {
-                    </Link>
+                              priority: event.target.value as CoveragePriority
-                    <Button
+                            });
-                      variant="danger"
+                          }}
-                      className="ml-auto px-2 py-1 text-xs"
+                        >
-                      onClick={async () => {
+                          {PRIORITY_OPTIONS.map((option) => (
-                        try {
+                            <option key={option.value} value={option.value}>
-                          await deleteWatchlistItem(item.id);
+                              {option.label}
-                          void queryClient.invalidateQueries({ queryKey: queryKeys.watchlist() });
+                            </option>
-                          await loadWatchlist();
+                          ))}
-                        } catch (err) {
+                        </select>
-                          setError(err instanceof Error ? err.message : 'Failed to remove symbol');
+                      </td>
-                        }
+                      <td>
-                      }}
+                        {item.tags.length > 0 ? (
-                    >
+                          <div className="flex max-w-[18rem] flex-wrap gap-1">
-                      <Trash2 className="size-3" />
+                            {item.tags.map((tag) => (
-                      Remove
+                              <span
-                    </Button>
+                                key={`${item.id}-${tag}`}
-                  </div>
+                                className="rounded border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-1.5 py-0.5 text-[10px] uppercase tracking-[0.12em] text-[color:var(--terminal-muted)]"
-                </article>
+                              >
-              ))}
+                                {tag}
+                              </span>
+                            ))}
+                          </div>
+                        ) : (
+                          <span className="text-xs text-[color:var(--terminal-muted)]">No tags</span>
+                        )}
+                      </td>
+                      <td>{formatDateOnly(item.latest_filing_date)}</td>
+                      <td>{formatDateTime(item.last_reviewed_at)}</td>
+                      <td>
+                        <div className="flex flex-wrap items-center gap-2">
+                          <Link
+                            href={`/analysis?ticker=${item.ticker}`}
+                            onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                            onFocus={() => prefetchResearchTicker(item.ticker)}
+                            className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                          >
+                            Analyze
+                            <ArrowRight className="size-3" />
+                          </Link>
+                          <Link
+                            href={`/financials?ticker=${item.ticker}`}
+                            onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                            onFocus={() => prefetchResearchTicker(item.ticker)}
+                            className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                          >
+                            Financials
+                          </Link>
+                          <Link
+                            href={`/filings?ticker=${item.ticker}`}
+                            onMouseEnter={() => prefetchResearchTicker(item.ticker)}
+                            onFocus={() => prefetchResearchTicker(item.ticker)}
+                            className="inline-flex items-center gap-1 rounded-md border border-[color:var(--line-weak)] px-2 py-1 text-xs text-[color:var(--accent)] transition hover:border-[color:var(--line-strong)] hover:text-[color:var(--accent-strong)]"
+                          >
+                            Filings
+                          </Link>
+                          <Button variant="secondary" className="px-2 py-1 text-xs" onClick={() => void queueSync(item)}>
+                            Sync
+                          </Button>
+                          <Button
+                            variant="ghost"
+                            className="px-2 py-1 text-xs"
+                            onClick={() => {
+                              void updateCoverageInline(item, {
+                                lastReviewedAt: new Date().toISOString()
+                              });
+                            }}
+                          >
+                            <CalendarClock className="size-3" />
+                            Review
+                          </Button>
+                          <Button
+                            variant="ghost"
+                            className="px-2 py-1 text-xs"
+                            onClick={() => beginEdit(item)}
+                          >
+                            <SquarePen className="size-3" />
+                            Edit
+                          </Button>
+                          <Button
+                            variant="danger"
+                            className="px-2 py-1 text-xs"
+                            onClick={async () => {
+                              try {
+                                await deleteWatchlistItem(item.id);
+                                invalidateCoverageQueries(item.ticker);
+                                await loadCoverage();
+                                if (editingItemId === item.id) {
+                                  resetForm();
+                                }
+                              } catch (err) {
+                                setError(err instanceof Error ? err.message : `Failed to remove ${item.ticker}`);
+                              }
+                            }}
+                          >
+                            <Trash2 className="size-3" />
+                            Remove
+                          </Button>
+                        </div>
+                      </td>
+                    </tr>
+                  ))}
+                </tbody>
+              </table>
             </div>
           )}
         </Panel>
 
-        <Panel title="Add Symbol" subtitle="Create or update a watchlist item.">
+        <Panel
-          <form onSubmit={submit} className="space-y-3">
+          title={editingItemId === null ? 'Add Coverage' : 'Edit Coverage'}
+          subtitle={editingItemId === null ? 'Create a new company coverage record.' : 'Update metadata, priority, and workflow status.'}
+        >
+          <form onSubmit={saveCoverage} className="space-y-3">
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Ticker</label>
-              <Input value={form.ticker} onChange={(event) => setForm((prev) => ({ ...prev, ticker: event.target.value.toUpperCase() }))} required />
+              <Input
+                value={form.ticker}
+                aria-label="Coverage ticker"
+                disabled={editingItemId !== null}
+                onChange={(event) => setForm((prev) => ({ ...prev, ticker: event.target.value.toUpperCase() }))}
+                required
+              />
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Company Name</label>
-              <Input value={form.companyName} onChange={(event) => setForm((prev) => ({ ...prev, companyName: event.target.value }))} required />
+              <Input
+                value={form.companyName}
+                aria-label="Coverage company name"
+                onChange={(event) => setForm((prev) => ({ ...prev, companyName: event.target.value }))}
+                required
+              />
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Sector</label>
-              <Input value={form.sector} onChange={(event) => setForm((prev) => ({ ...prev, sector: event.target.value }))} />
+              <Input
+                value={form.sector}
+                aria-label="Coverage sector"
+                onChange={(event) => setForm((prev) => ({ ...prev, sector: event.target.value }))}
+              />
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Category</label>
-              <Input value={form.category} onChange={(event) => setForm((prev) => ({ ...prev, category: event.target.value }))} placeholder="e.g. Core, Speculative, Watch only" />
+              <Input
+                value={form.category}
+                aria-label="Coverage category"
+                onChange={(event) => setForm((prev) => ({ ...prev, category: event.target.value }))}
+                placeholder="Core, cyclical, event-driven..."
+              />
+            </div>
+            <div className="grid grid-cols-1 gap-3 md:grid-cols-2">
+              <div>
+                <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Status</label>
+                <select
+                  aria-label="Coverage status"
+                  className={SELECT_CLASS_NAME}
+                  value={form.status}
+                  onChange={(event) => setForm((prev) => ({ ...prev, status: event.target.value as CoverageStatus }))}
+                >
+                  {STATUS_OPTIONS.map((option) => (
+                    <option key={option.value} value={option.value}>
+                      {option.label}
+                    </option>
+                  ))}
+                </select>
+              </div>
+              <div>
+                <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Priority</label>
+                <select
+                  aria-label="Coverage priority"
+                  className={SELECT_CLASS_NAME}
+                  value={form.priority}
+                  onChange={(event) => setForm((prev) => ({ ...prev, priority: event.target.value as CoveragePriority }))}
+                >
+                  {PRIORITY_OPTIONS.map((option) => (
+                    <option key={option.value} value={option.value}>
+                      {option.label}
+                    </option>
+                  ))}
+                </select>
+              </div>
             </div>
             <div>
               <label className="mb-1 block text-xs uppercase tracking-[0.2em] text-[color:var(--terminal-muted)]">Tags</label>
-              <Input value={form.tags} onChange={(event) => setForm((prev) => ({ ...prev, tags: event.target.value }))} placeholder="Comma-separated tags" />
+              <Input
+                value={form.tags}
+                aria-label="Coverage tags"
+                onChange={(event) => setForm((prev) => ({ ...prev, tags: event.target.value }))}
+                placeholder="Comma-separated tags"
+              />
+            </div>
+            <div className="flex flex-wrap gap-2">
+              <Button type="submit" className="flex-1" disabled={saving}>
+                <Plus className="size-4" />
+                {saving ? 'Saving...' : editingItemId === null ? 'Save coverage' : 'Update coverage'}
+              </Button>
+              {editingItemId !== null ? (
+                <Button type="button" variant="ghost" onClick={resetForm}>
+                  Clear
+                </Button>
+              ) : null}
             </div>
-            <Button type="submit" className="w-full">
-              <Plus className="size-4" />
-              Save symbol
-            </Button>
           </form>
         </Panel>
       </div>

components/shell/app-shell.tsx

@@ -88,7 +88,7 @@ const NAV_ITEMS: NavConfigItem[] = [
   {
     id: 'watchlist',
     href: '/watchlist',
-    label: 'Watchlist',
+    label: 'Coverage',
     icon: Eye,
     group: 'portfolio',
     matchMode: 'exact',
@@ -174,7 +174,7 @@ function buildDefaultBreadcrumbs(pathname: string, activeTicker: string | null)
   if (pathname.startsWith('/watchlist')) {
     return [
       { label: 'Portfolio', href: '/portfolio' },
-      { label: 'Watchlist' }
+      { label: 'Coverage' }
     ];
   }
 

drizzle/0006_coverage_journal_tracking.sql

@@ -0,0 +1,41 @@
+ALTER TABLE `watchlist_item` ADD `status` text NOT NULL DEFAULT 'backlog';
+--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `priority` text NOT NULL DEFAULT 'medium';
+--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `updated_at` text NOT NULL DEFAULT '';
+--> statement-breakpoint
+UPDATE `watchlist_item`
+SET `status` = 'backlog'
+WHERE `status` IS NULL OR TRIM(`status`) = '';
+--> statement-breakpoint
+UPDATE `watchlist_item`
+SET `priority` = 'medium'
+WHERE `priority` IS NULL OR TRIM(`priority`) = '';
+--> statement-breakpoint
+UPDATE `watchlist_item`
+SET `updated_at` = COALESCE(NULLIF(`created_at`, ''), CURRENT_TIMESTAMP)
+WHERE `updated_at` IS NULL OR TRIM(`updated_at`) = '';
+--> statement-breakpoint
+ALTER TABLE `watchlist_item` ADD `last_reviewed_at` text;
+--> statement-breakpoint
+ALTER TABLE `holding` ADD `company_name` text;
+--> statement-breakpoint
+CREATE INDEX `watchlist_user_updated_idx` ON `watchlist_item` (`user_id`, `updated_at`);
+--> statement-breakpoint
+CREATE TABLE `research_journal_entry` (
+  `id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+  `user_id` text NOT NULL,
+  `ticker` text NOT NULL,
+  `accession_number` text,
+  `entry_type` text NOT NULL,
+  `title` text,
+  `body_markdown` text NOT NULL,
+  `metadata` text,
+  `created_at` text NOT NULL,
+  `updated_at` text NOT NULL,
+  FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
+);
+--> statement-breakpoint
+CREATE INDEX `research_journal_ticker_idx` ON `research_journal_entry` (`user_id`, `ticker`, `created_at`);
+--> statement-breakpoint
+CREATE INDEX `research_journal_accession_idx` ON `research_journal_entry` (`user_id`, `accession_number`);

drizzle/meta/_journal.json

@@ -43,6 +43,13 @@
       "when": 1772668800000,
       "tag": "0005_financial_taxonomy_v3",
       "breakpoints": true
+    },
+    {
+      "idx": 6,
+      "version": "6",
+      "when": 1772830800000,
+      "tag": "0006_coverage_journal_tracking",
+      "breakpoints": true
     }
   ]
 }

e2e/research-mvp.spec.ts

@@ -0,0 +1,189 @@
+import { expect, test, type Page, type TestInfo } from '@playwright/test';
+import { execFileSync } from 'node:child_process';
+import { join } from 'node:path';
+
+const PASSWORD = 'Sup3rSecure!123';
+const E2E_DATABASE_PATH = join(process.cwd(), 'data', 'e2e.sqlite');
+
+test.describe.configure({ mode: 'serial' });
+
+function toSlug(value: string) {
+  return value
+    .toLowerCase()
+    .replace(/[^a-z0-9]+/g, '-')
+    .replace(/^-+|-+$/g, '')
+    .slice(0, 48);
+}
+
+async function signUp(page: Page, testInfo: TestInfo) {
+  const email = `playwright-research-${testInfo.workerIndex}-${toSlug(testInfo.title)}-${Date.now()}@example.com`;
+
+  await page.goto('/auth/signup');
+  await page.locator('input[autocomplete="name"]').fill('Playwright Research User');
+  await page.locator('input[autocomplete="email"]').fill(email);
+  await page.locator('input[autocomplete="new-password"]').first().fill(PASSWORD);
+  await page.locator('input[autocomplete="new-password"]').nth(1).fill(PASSWORD);
+  await page.getByRole('button', { name: 'Create account' }).click();
+
+  await expect(page).toHaveURL(/\/$/);
+  return email;
+}
+
+function seedFiling(input: {
+  ticker: string;
+  companyName: string;
+  accessionNumber: string;
+  filingType: '10-K' | '10-Q';
+  filingDate: string;
+  summary: string;
+}) {
+  const now = new Date().toISOString();
+
+  execFileSync('python3', [
+    '-c',
+    `
+import json
+import sqlite3
+import sys
+
+db_path, ticker, filing_type, filing_date, accession, company_name, now, summary = sys.argv[1:]
+connection = sqlite3.connect(db_path)
+try:
+    connection.execute(
+        """
+        INSERT INTO filing (
+            ticker,
+            filing_type,
+            filing_date,
+            accession_number,
+            cik,
+            company_name,
+            filing_url,
+            submission_url,
+            primary_document,
+            metrics,
+            analysis,
+            created_at,
+            updated_at
+        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+        """,
+        (
+            ticker,
+            filing_type,
+            filing_date,
+            accession,
+            "0001045810",
+            company_name,
+            f"https://www.sec.gov/Archives/{accession}.htm",
+            f"https://www.sec.gov/submissions/{accession}.json",
+            f"{accession}.htm",
+            json.dumps({
+                "revenue": 61000000000,
+                "netIncome": 29000000000,
+                "totalAssets": 98000000000,
+                "cash": 27000000000,
+                "debt": 11000000000,
+            }),
+            json.dumps({
+                "provider": "playwright",
+                "model": "fixture",
+                "text": summary,
+            }),
+            now,
+            now,
+        ),
+    )
+    connection.commit()
+finally:
+    connection.close()
+    `,
+    E2E_DATABASE_PATH,
+    input.ticker,
+    input.filingType,
+    input.filingDate,
+    input.accessionNumber,
+    input.companyName,
+    now,
+    input.summary
+  ]);
+}
+
+test('supports the core coverage-to-research workflow', async ({ page }, testInfo) => {
+  const accessionNumber = `0001045810-26-${String(Date.now()).slice(-6)}`;
+  await signUp(page, testInfo);
+
+  seedFiling({
+    ticker: 'NVDA',
+    companyName: 'NVIDIA Corporation',
+    accessionNumber,
+    filingType: '10-K',
+    filingDate: '2026-02-18',
+    summary: 'AI datacenter demand remained the central upside driver with expanding operating leverage.'
+  });
+
+  await page.goto('/watchlist');
+  await page.getByLabel('Coverage ticker').fill('NVDA');
+  await page.getByLabel('Coverage company name').fill('NVIDIA Corporation');
+  await page.getByLabel('Coverage sector').fill('Technology');
+  await page.getByLabel('Coverage category').fill('Core');
+  await page.getByLabel('Coverage tags').fill('AI, semis');
+  await page.getByRole('button', { name: 'Save coverage' }).click();
+
+  await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
+  await page.getByLabel('NVDA status').selectOption('active');
+  await expect(page.getByLabel('NVDA status')).toHaveValue('active');
+  await page.getByLabel('NVDA priority').selectOption('high');
+  await expect(page.getByLabel('NVDA priority')).toHaveValue('high');
+
+  await page.getByRole('link', { name: /^Analyze/ }).first().click();
+  await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
+  await expect(page.getByText('Coverage Workflow')).toBeVisible();
+
+  await page.getByLabel('Journal title').fill('Own-the-stack moat check');
+  await page.getByLabel('Journal body').fill('Monitor hyperscaler concentration, gross margin durability, and Blackwell shipment cadence.');
+  await page.getByRole('button', { name: 'Save note' }).click();
+  await expect(page.getByText('Own-the-stack moat check')).toBeVisible();
+
+  await page.getByRole('link', { name: 'Open summary' }).first().click();
+  await expect(page).toHaveURL(/\/analysis\/reports\/NVDA\//);
+  await page.getByRole('button', { name: 'Add to journal' }).click();
+  await expect(page.getByText('Saved to the company research journal.')).toBeVisible();
+
+  await page.getByRole('link', { name: 'Back to analysis' }).click();
+  await expect(page).toHaveURL(/\/analysis\?ticker=NVDA/);
+  await expect(page.getByText('10-K AI memo')).toBeVisible();
+
+  await page.getByRole('link', { name: 'Open financials' }).click();
+  await expect(page).toHaveURL(/\/financials\?ticker=NVDA/);
+
+  await page.getByRole('link', { name: 'Filings' }).first().click();
+  await expect(page).toHaveURL(/\/filings\?ticker=NVDA/);
+  await expect(page.getByRole('cell', { name: 'NVIDIA Corporation' })).toBeVisible();
+  await expect(page.getByRole('button', { name: /journal/i }).first()).toBeVisible();
+});
+
+test('supports add, edit, and delete holding flows with summary refresh', async ({ page }, testInfo) => {
+  await signUp(page, testInfo);
+
+  await page.goto('/portfolio');
+  await page.getByLabel('Holding ticker').fill('MSFT');
+  await page.getByLabel('Holding company name').fill('Microsoft Corporation');
+  await page.getByLabel('Holding shares').fill('10');
+  await page.getByLabel('Holding average cost').fill('100');
+  await page.getByLabel('Holding current price').fill('110');
+  await page.getByRole('button', { name: 'Save holding' }).click();
+
+  await expect(page.getByText('Microsoft Corporation')).toBeVisible();
+  await expect(page.getByRole('cell', { name: '$1,100.00' })).toBeVisible();
+
+  await page.getByRole('button', { name: /^Edit$/ }).first().click();
+  await page.getByLabel('Holding company name').fill('Microsoft Corp.');
+  await page.getByLabel('Holding current price').fill('120');
+  await page.getByRole('button', { name: 'Update holding' }).click();
+
+  await expect(page.getByText('Microsoft Corp.')).toBeVisible();
+  await expect(page.getByRole('cell', { name: '$1,200.00' })).toBeVisible();
+
+  await page.getByRole('button', { name: /^Delete$/ }).first().click();
+  await expect(page.getByText('No holdings added yet.')).toBeVisible();
+});

lib/api.ts

@@ -4,12 +4,16 @@ import type {
   CompanyAiReportDetail,
   CompanyAnalysis,
   CompanyFinancialStatementsResponse,
+  CoveragePriority,
+  CoverageStatus,
   Filing,
   Holding,
   FinancialHistoryWindow,
   FinancialStatementKind,
   PortfolioInsight,
   PortfolioSummary,
+  ResearchJournalEntry,
+  ResearchJournalEntryType,
   Task,
   TaskStatus,
   TaskTimeline,
@@ -99,6 +103,36 @@ async function unwrapData<T>(result: TreatyResult, fallback: string) {
   return payload as T;
 }
 
+async function requestJson<T>(input: {
+  path: string;
+  method?: 'GET' | 'POST' | 'PATCH' | 'DELETE';
+  body?: unknown;
+}, fallback: string) {
+  const response = await fetch(`${API_BASE}${input.path}`, {
+    method: input.method ?? 'GET',
+    credentials: 'include',
+    cache: 'no-store',
+    headers: input.body === undefined ? undefined : {
+      'content-type': 'application/json'
+    },
+    body: input.body === undefined ? undefined : JSON.stringify(input.body)
+  });
+
+  const payload = await response.json().catch(() => null);
+  if (!response.ok) {
+    throw new ApiError(
+      extractErrorMessage({ value: payload }, fallback),
+      response.status
+    );
+  }
+
+  if (payload === null || payload === undefined) {
+    throw new ApiError(fallback, response.status);
+  }
+
+  return payload as T;
+}
+
 export async function getMe() {
   const result = await client.api.me.get();
   return await unwrapData<{ user: User }>(result, 'Unable to fetch session');
@@ -115,16 +149,80 @@ export async function upsertWatchlistItem(input: {
   sector?: string;
   category?: string;
   tags?: string[];
+  status?: CoverageStatus;
+  priority?: CoveragePriority;
+  lastReviewedAt?: string;
 }) {
   const result = await client.api.watchlist.post(input);
   return await unwrapData<{ item: WatchlistItem }>(result, 'Unable to save watchlist item');
 }
 
+export async function updateWatchlistItem(id: number, input: {
+  companyName?: string;
+  sector?: string;
+  category?: string;
+  tags?: string[];
+  status?: CoverageStatus;
+  priority?: CoveragePriority;
+  lastReviewedAt?: string;
+}) {
+  return await requestJson<{ item: WatchlistItem; statusChangeJournalCreated: boolean }>({
+    path: `/api/watchlist/${id}`,
+    method: 'PATCH',
+    body: input
+  }, 'Unable to update watchlist item');
+}
+
 export async function deleteWatchlistItem(id: number) {
   const result = await client.api.watchlist[id].delete();
   return await unwrapData<{ success: boolean }>(result, 'Unable to delete watchlist item');
 }
 
+export async function listResearchJournal(ticker: string) {
+  const result = await client.api.research.journal.get({
+    $query: {
+      ticker: ticker.trim().toUpperCase()
+    }
+  });
+
+  return await unwrapData<{ entries: ResearchJournalEntry[] }>(result, 'Unable to fetch research journal');
+}
+
+export async function createResearchJournalEntry(input: {
+  ticker: string;
+  accessionNumber?: string;
+  entryType: ResearchJournalEntryType;
+  title?: string;
+  bodyMarkdown: string;
+  metadata?: Record<string, unknown>;
+}) {
+  return await requestJson<{ entry: ResearchJournalEntry }>({
+    path: '/api/research/journal',
+    method: 'POST',
+    body: {
+      ...input,
+      ticker: input.ticker.trim().toUpperCase()
+    }
+  }, 'Unable to create journal entry');
+}
+
+export async function updateResearchJournalEntry(id: number, input: {
+  title?: string;
+  bodyMarkdown?: string;
+  metadata?: Record<string, unknown>;
+}) {
+  return await requestJson<{ entry: ResearchJournalEntry }>({
+    path: `/api/research/journal/${id}`,
+    method: 'PATCH',
+    body: input
+  }, 'Unable to update journal entry');
+}
+
+export async function deleteResearchJournalEntry(id: number) {
+  const result = await client.api.research.journal[id].delete();
+  return await unwrapData<{ success: boolean }>(result, 'Unable to delete journal entry');
+}
+
 export async function listHoldings() {
   const result = await client.api.portfolio.holdings.get();
   return await unwrapData<{ holdings: Holding[] }>(result, 'Unable to fetch holdings');
@@ -140,11 +238,22 @@ export async function upsertHolding(input: {
   shares: number;
   avgCost: number;
   currentPrice?: number;
+  companyName?: string;
 }) {
   const result = await client.api.portfolio.holdings.post(input);
   return await unwrapData<{ holding: Holding }>(result, 'Unable to save holding');
 }
 
+export async function updateHolding(id: number, input: {
+  shares?: number;
+  avgCost?: number;
+  currentPrice?: number;
+  companyName?: string;
+}) {
+  const result = await client.api.portfolio.holdings[id].patch(input);
+  return await unwrapData<{ holding: Holding }>(result, 'Unable to update holding');
+}
+
 export async function deleteHolding(id: number) {
   const result = await client.api.portfolio.holdings[id].delete();
   return await unwrapData<{ success: boolean }>(result, 'Unable to delete holding');

lib/query/keys.ts

@@ -14,6 +14,7 @@ export const queryKeys = {
   filings: (ticker: string | null, limit: number) => ['filings', ticker ?? '', limit] as const,
   report: (accessionNumber: string) => ['report', accessionNumber] as const,
   watchlist: () => ['watchlist'] as const,
+  researchJournal: (ticker: string) => ['research', 'journal', ticker] as const,
   holdings: () => ['portfolio', 'holdings'] as const,
   portfolioSummary: () => ['portfolio', 'summary'] as const,
   latestPortfolioInsight: () => ['portfolio', 'insights', 'latest'] as const,

lib/query/options.ts

@@ -10,6 +10,7 @@ import {
   listFilings,
   listHoldings,
   listRecentTasks,
+  listResearchJournal,
   listWatchlist
 } from '@/lib/api';
 import { queryKeys } from '@/lib/query/keys';
@@ -103,6 +104,16 @@ export function watchlistQueryOptions() {
   });
 }
 
+export function researchJournalQueryOptions(ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+
+  return queryOptions({
+    queryKey: queryKeys.researchJournal(normalizedTicker),
+    queryFn: () => listResearchJournal(normalizedTicker),
+    staleTime: 15_000
+  });
+}
+
 export function holdingsQueryOptions() {
   return queryOptions({
     queryKey: queryKeys.holdings(),

lib/server/api/app.ts

@@ -1,9 +1,12 @@
 import { Elysia, t } from 'elysia';
 import { getWorld } from 'workflow/runtime';
 import type {
+  CoveragePriority,
+  CoverageStatus,
   Filing,
   FinancialHistoryWindow,
   FinancialStatementKind,
+  ResearchJournalEntryType,
   TaskStatus
 } from '@/lib/types';
 import { auth } from '@/lib/auth';
@@ -15,18 +18,32 @@ import {
   getCompanyFinancialTaxonomy
 } from '@/lib/server/financial-taxonomy';
 import { redactInternalFilingAnalysisFields } from '@/lib/server/api/filing-redaction';
-import { getFilingByAccession, listFilingsRecords } from '@/lib/server/repos/filings';
+import {
+  getFilingByAccession,
+  listFilingsRecords,
+  listLatestFilingDatesByTickers
+} from '@/lib/server/repos/filings';
 import {
   deleteHoldingByIdRecord,
+  getHoldingByTicker,
   listUserHoldings,
   updateHoldingByIdRecord,
   upsertHoldingRecord
 } from '@/lib/server/repos/holdings';
 import { getLatestPortfolioInsight } from '@/lib/server/repos/insights';
+import {
+  createResearchJournalEntryRecord,
+  deleteResearchJournalEntryRecord,
+  listResearchJournalEntries,
+  updateResearchJournalEntryRecord
+} from '@/lib/server/repos/research-journal';
 import {
   deleteWatchlistItemRecord,
+  getWatchlistItemById,
   getWatchlistItemByTicker,
   listWatchlistItems,
+  updateWatchlistItemRecord,
+  updateWatchlistReviewByTicker,
   upsertWatchlistItemRecord
 } from '@/lib/server/repos/watchlist';
 import { getPriceHistory, getQuote } from '@/lib/server/prices';
@@ -52,6 +69,9 @@ const FINANCIAL_STATEMENT_KINDS: FinancialStatementKind[] = [
   'comprehensive_income'
 ];
 const FINANCIAL_HISTORY_WINDOWS: FinancialHistoryWindow[] = ['10y', 'all'];
+const COVERAGE_STATUSES: CoverageStatus[] = ['backlog', 'active', 'watch', 'archive'];
+const COVERAGE_PRIORITIES: CoveragePriority[] = ['low', 'medium', 'high'];
+const JOURNAL_ENTRY_TYPES: ResearchJournalEntryType[] = ['note', 'filing_note', 'status_change'];
 
 function asRecord(value: unknown): Record<string, unknown> {
   if (!value || typeof value !== 'object' || Array.isArray(value)) {
@@ -94,6 +114,14 @@ function asOptionalString(value: unknown) {
   return normalized.length > 0 ? normalized : null;
 }
 
+function asOptionalRecord(value: unknown) {
+  if (!value || typeof value !== 'object' || Array.isArray(value)) {
+    return null;
+  }
+
+  return value as Record<string, unknown>;
+}
+
 function asTags(value: unknown) {
   const source = Array.isArray(value)
     ? value
@@ -130,6 +158,31 @@ function asHistoryWindow(value: unknown): FinancialHistoryWindow {
     : '10y';
 }
 
+function asCoverageStatus(value: unknown) {
+  return COVERAGE_STATUSES.includes(value as CoverageStatus)
+    ? value as CoverageStatus
+    : undefined;
+}
+
+function asCoveragePriority(value: unknown) {
+  return COVERAGE_PRIORITIES.includes(value as CoveragePriority)
+    ? value as CoveragePriority
+    : undefined;
+}
+
+function asJournalEntryType(value: unknown) {
+  return JOURNAL_ENTRY_TYPES.includes(value as ResearchJournalEntryType)
+    ? value as ResearchJournalEntryType
+    : undefined;
+}
+
+function formatLabel(value: string) {
+  return value
+    .split('_')
+    .map((part) => part.charAt(0).toUpperCase() + part.slice(1))
+    .join(' ');
+}
+
 function withFinancialMetricsPolicy(filing: Filing): Filing {
   if (FINANCIAL_FORMS.has(filing.filing_type)) {
     return filing;
@@ -266,7 +319,14 @@ export const app = new Elysia({ prefix: '/api' })
     }
 
     const items = await listWatchlistItems(session.user.id);
-    return Response.json({ items });
+    const latestFilingDates = await listLatestFilingDatesByTickers(items.map((item) => item.ticker));
+
+    return Response.json({
+      items: items.map((item) => ({
+        ...item,
+        latest_filing_date: latestFilingDates.get(item.ticker) ?? null
+      }))
+    });
   })
   .post('/watchlist', async ({ body }) => {
     const { session, response } = await requireAuthenticatedSession();
@@ -280,6 +340,9 @@ export const app = new Elysia({ prefix: '/api' })
     const sector = asOptionalString(payload.sector) ?? '';
     const category = asOptionalString(payload.category) ?? '';
     const tags = asTags(payload.tags);
+    const status = asCoverageStatus(payload.status);
+    const priority = asCoveragePriority(payload.priority);
+    const lastReviewedAt = asOptionalString(payload.lastReviewedAt);
 
     if (!ticker) {
       return jsonError('ticker is required');
@@ -296,7 +359,10 @@ export const app = new Elysia({ prefix: '/api' })
         companyName,
         sector,
         category,
-        tags
+        tags,
+        status,
+        priority,
+        lastReviewedAt
       });
 
       const autoFilingSyncQueued = created
@@ -316,9 +382,94 @@ export const app = new Elysia({ prefix: '/api' })
       companyName: t.String({ minLength: 1 }),
       sector: t.Optional(t.String()),
       category: t.Optional(t.String()),
-      tags: t.Optional(t.Union([t.Array(t.String()), t.String()]))
+      tags: t.Optional(t.Union([t.Array(t.String()), t.String()])),
+      status: t.Optional(t.Union([
+        t.Literal('backlog'),
+        t.Literal('active'),
+        t.Literal('watch'),
+        t.Literal('archive')
+      ])),
+      priority: t.Optional(t.Union([
+        t.Literal('low'),
+        t.Literal('medium'),
+        t.Literal('high')
+      ])),
+      lastReviewedAt: t.Optional(t.String())
     })
   })
+  .patch('/watchlist/:id', async ({ params, body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid watchlist id', 400);
+    }
+
+    const existing = await getWatchlistItemById(session.user.id, numericId);
+    if (!existing) {
+      return jsonError('Watchlist item not found', 404);
+    }
+
+    const payload = asRecord(body);
+    const nextStatus = payload.status === undefined
+      ? existing.status
+      : asCoverageStatus(payload.status);
+    const nextPriority = payload.priority === undefined
+      ? existing.priority
+      : asCoveragePriority(payload.priority);
+
+    if (payload.status !== undefined && !nextStatus) {
+      return jsonError('Invalid coverage status', 400);
+    }
+
+    if (payload.priority !== undefined && !nextPriority) {
+      return jsonError('Invalid coverage priority', 400);
+    }
+
+    try {
+      const item = await updateWatchlistItemRecord({
+        userId: session.user.id,
+        id: numericId,
+        companyName: payload.companyName === undefined ? undefined : (typeof payload.companyName === 'string' ? payload.companyName : ''),
+        sector: payload.sector === undefined ? undefined : (typeof payload.sector === 'string' ? payload.sector : ''),
+        category: payload.category === undefined ? undefined : (typeof payload.category === 'string' ? payload.category : ''),
+        tags: payload.tags === undefined ? undefined : asTags(payload.tags),
+        status: nextStatus,
+        priority: nextPriority,
+        lastReviewedAt: payload.lastReviewedAt === undefined ? undefined : asOptionalString(payload.lastReviewedAt)
+      });
+
+      if (!item) {
+        return jsonError('Watchlist item not found', 404);
+      }
+
+      const statusChanged = existing.status !== item.status;
+      if (statusChanged) {
+        await createResearchJournalEntryRecord({
+          userId: session.user.id,
+          ticker: item.ticker,
+          entryType: 'status_change',
+          title: `Coverage status changed to ${formatLabel(item.status)}`,
+          bodyMarkdown: `Coverage status changed from ${formatLabel(existing.status)} to ${formatLabel(item.status)}.`,
+          metadata: {
+            previousStatus: existing.status,
+            nextStatus: item.status,
+            priority: item.priority
+          }
+        });
+      }
+
+      return Response.json({
+        item,
+        statusChangeJournalCreated: statusChanged
+      });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to update coverage item'));
+    }
+  })
   .delete('/watchlist/:id', async ({ params }) => {
     const { session, response } = await requireAuthenticatedSession();
     if (response) {
@@ -377,13 +528,15 @@ export const app = new Elysia({ prefix: '/api' })
 
     try {
       const currentPrice = asPositiveNumber(payload.currentPrice) ?? avgCost;
+      const companyName = asOptionalString(payload.companyName) ?? undefined;
 
       const { holding, created } = await upsertHoldingRecord({
         userId: session.user.id,
         ticker,
         shares,
         avgCost,
-        currentPrice
+        currentPrice,
+        companyName
       });
 
       const autoFilingSyncQueued = created
@@ -399,7 +552,8 @@ export const app = new Elysia({ prefix: '/api' })
       ticker: t.String({ minLength: 1 }),
       shares: t.Number({ exclusiveMinimum: 0 }),
       avgCost: t.Number({ exclusiveMinimum: 0 }),
-      currentPrice: t.Optional(t.Number({ exclusiveMinimum: 0 }))
+      currentPrice: t.Optional(t.Number({ exclusiveMinimum: 0 })),
+      companyName: t.Optional(t.String())
     })
   })
   .patch('/portfolio/holdings/:id', async ({ params, body }) => {
@@ -420,7 +574,8 @@ export const app = new Elysia({ prefix: '/api' })
       id: numericId,
       shares: asPositiveNumber(payload.shares) ?? undefined,
       avgCost: asPositiveNumber(payload.avgCost) ?? undefined,
-      currentPrice: asPositiveNumber(payload.currentPrice) ?? undefined
+      currentPrice: asPositiveNumber(payload.currentPrice) ?? undefined,
+      companyName: payload.companyName === undefined ? undefined : (asOptionalString(payload.companyName) ?? '')
     });
 
     if (!updated) {
@@ -435,7 +590,8 @@ export const app = new Elysia({ prefix: '/api' })
     body: t.Object({
       shares: t.Optional(t.Number({ exclusiveMinimum: 0 })),
       avgCost: t.Optional(t.Number({ exclusiveMinimum: 0 })),
-      currentPrice: t.Optional(t.Number({ exclusiveMinimum: 0 }))
+      currentPrice: t.Optional(t.Number({ exclusiveMinimum: 0 })),
+      companyName: t.Optional(t.String())
     })
   })
   .delete('/portfolio/holdings/:id', async ({ params }) => {
@@ -522,6 +678,127 @@ export const app = new Elysia({ prefix: '/api' })
 
     return Response.json({ insight });
   })
+  .get('/research/journal', async ({ query }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const ticker = typeof query.ticker === 'string' ? query.ticker.trim().toUpperCase() : '';
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    const entries = await listResearchJournalEntries(session.user.id, ticker);
+    return Response.json({ entries });
+  }, {
+    query: t.Object({
+      ticker: t.String({ minLength: 1 })
+    })
+  })
+  .post('/research/journal', async ({ body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const payload = asRecord(body);
+    const ticker = typeof payload.ticker === 'string' ? payload.ticker.trim().toUpperCase() : '';
+    const entryType = asJournalEntryType(payload.entryType);
+    const title = asOptionalString(payload.title);
+    const bodyMarkdown = typeof payload.bodyMarkdown === 'string' ? payload.bodyMarkdown.trim() : '';
+    const accessionNumber = asOptionalString(payload.accessionNumber);
+    const metadata = asOptionalRecord(payload.metadata);
+
+    if (!ticker) {
+      return jsonError('ticker is required');
+    }
+
+    if (!entryType) {
+      return jsonError('entryType is required');
+    }
+
+    if (!bodyMarkdown) {
+      return jsonError('bodyMarkdown is required');
+    }
+
+    try {
+      const entry = await createResearchJournalEntryRecord({
+        userId: session.user.id,
+        ticker,
+        entryType,
+        title,
+        bodyMarkdown,
+        accessionNumber,
+        metadata
+      });
+
+      await updateWatchlistReviewByTicker(session.user.id, ticker, entry.updated_at);
+
+      return Response.json({ entry });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to create journal entry'));
+    }
+  })
+  .patch('/research/journal/:id', async ({ params, body }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid journal id', 400);
+    }
+
+    const payload = asRecord(body);
+    const title = payload.title === undefined ? undefined : asOptionalString(payload.title);
+    const bodyMarkdown = payload.bodyMarkdown === undefined
+      ? undefined
+      : (typeof payload.bodyMarkdown === 'string' ? payload.bodyMarkdown : '');
+
+    try {
+      const entry = await updateResearchJournalEntryRecord({
+        userId: session.user.id,
+        id: numericId,
+        title,
+        bodyMarkdown,
+        metadata: payload.metadata === undefined ? undefined : asOptionalRecord(payload.metadata)
+      });
+
+      if (!entry) {
+        return jsonError('Journal entry not found', 404);
+      }
+
+      await updateWatchlistReviewByTicker(session.user.id, entry.ticker, entry.updated_at);
+
+      return Response.json({ entry });
+    } catch (error) {
+      return jsonError(asErrorMessage(error, 'Failed to update journal entry'));
+    }
+  })
+  .delete('/research/journal/:id', async ({ params }) => {
+    const { session, response } = await requireAuthenticatedSession();
+    if (response) {
+      return response;
+    }
+
+    const numericId = Number(params.id);
+    if (!Number.isInteger(numericId) || numericId <= 0) {
+      return jsonError('Invalid journal id', 400);
+    }
+
+    const removed = await deleteResearchJournalEntryRecord(session.user.id, numericId);
+    if (!removed) {
+      return jsonError('Journal entry not found', 404);
+    }
+
+    return Response.json({ success: true });
+  }, {
+    params: t.Object({
+      id: t.String({ minLength: 1 })
+    })
+  })
   .get('/analysis/company', async ({ query }) => {
     const { session, response } = await requireAuthenticatedSession();
     if (response) {
@@ -533,22 +810,21 @@ export const app = new Elysia({ prefix: '/api' })
       return jsonError('ticker is required');
     }
 
-    const [filings, holdings, watchlist, liveQuote, priceHistory] = await Promise.all([
+    const [filings, holding, watchlistItem, liveQuote, priceHistory, journalPreview] = await Promise.all([
       listFilingsRecords({ ticker, limit: 40 }),
-      listUserHoldings(session.user.id),
+      getHoldingByTicker(session.user.id, ticker),
-      listWatchlistItems(session.user.id),
+      getWatchlistItemByTicker(session.user.id, ticker),
       getQuote(ticker),
-      getPriceHistory(ticker)
+      getPriceHistory(ticker),
+      listResearchJournalEntries(session.user.id, ticker, 6)
     ]);
     const redactedFilings = filings
       .map(redactInternalFilingAnalysisFields)
       .map(withFinancialMetricsPolicy);
 
     const latestFiling = redactedFilings[0] ?? null;
-    const holding = holdings.find((entry) => entry.ticker === ticker) ?? null;
-    const watchlistItem = watchlist.find((entry) => entry.ticker === ticker) ?? null;
-
     const companyName = latestFiling?.company_name
+      ?? holding?.company_name
       ?? watchlistItem?.company_name
       ?? ticker;
 
@@ -575,6 +851,30 @@ export const app = new Elysia({ prefix: '/api' })
         model: entry.analysis?.model ?? 'unknown',
         summary: entry.analysis?.text ?? entry.analysis?.legacyInsights ?? ''
       }));
+    const latestMetricsFiling = redactedFilings.find((entry) => entry.metrics) ?? null;
+    const referenceMetrics = latestMetricsFiling?.metrics ?? null;
+    const keyMetrics = {
+      referenceDate: latestMetricsFiling?.filing_date ?? latestFiling?.filing_date ?? null,
+      revenue: referenceMetrics?.revenue ?? null,
+      netIncome: referenceMetrics?.netIncome ?? null,
+      totalAssets: referenceMetrics?.totalAssets ?? null,
+      cash: referenceMetrics?.cash ?? null,
+      debt: referenceMetrics?.debt ?? null,
+      netMargin: referenceMetrics?.revenue && referenceMetrics.netIncome !== null
+        ? (referenceMetrics.netIncome / referenceMetrics.revenue) * 100
+        : null
+    };
+    const latestFilingSummary = latestFiling
+      ? {
+        accessionNumber: latestFiling.accession_number,
+        filingDate: latestFiling.filing_date,
+        filingType: latestFiling.filing_type,
+        filingUrl: latestFiling.filing_url,
+        submissionUrl: latestFiling.submission_url ?? null,
+        summary: latestFiling.analysis?.text ?? latestFiling.analysis?.legacyInsights ?? null,
+        hasAnalysis: Boolean(latestFiling.analysis?.text || latestFiling.analysis?.legacyInsights)
+      }
+      : null;
 
     return Response.json({
       analysis: {
@@ -591,7 +891,17 @@ export const app = new Elysia({ prefix: '/api' })
         priceHistory,
         financials,
         filings: redactedFilings.slice(0, 20),
-        aiReports
+        aiReports,
+        coverage: watchlistItem
+          ? {
+            ...watchlistItem,
+            latest_filing_date: latestFiling?.filing_date ?? watchlistItem.latest_filing_date ?? null
+          }
+          : null,
+        journalPreview,
+        recentAiReports: aiReports.slice(0, 5),
+        latestFilingSummary,
+        keyMetrics
       }
     });
   }, {

lib/server/api/task-workflow-hybrid.e2e.test.ts

@@ -10,6 +10,7 @@ import {
 import { mkdtempSync, readFileSync, rmSync } from 'node:fs';
 import { tmpdir } from 'node:os';
 import { join } from 'node:path';
+import { Database } from 'bun:sqlite';
 import type { WorkflowRunStatus } from '@workflow/world';
 
 const TEST_USER_ID = 'e2e-user';
@@ -21,7 +22,7 @@ let runCounter = 0;
 let workflowBackendHealthy = true;
 
 let tempDir: string | null = null;
-let sqliteClient: { exec: (query: string) => void; close: () => void } | null = null;
+let sqliteClient: Database | null = null;
 let app: { handle: (request: Request) => Promise<Response> } | null = null;
 
 mock.module('workflow/api', () => ({
@@ -87,7 +88,8 @@ function applySqlMigrations(client: { exec: (query: string) => void }) {
     '0002_workflow_task_projection_metadata.sql',
     '0003_task_stage_event_timeline.sql',
     '0004_watchlist_company_taxonomy.sql',
-    '0005_financial_taxonomy_v3.sql'
+    '0005_financial_taxonomy_v3.sql',
+    '0006_coverage_journal_tracking.sql'
   ];
 
   for (const file of migrationFiles) {
@@ -121,10 +123,72 @@ function ensureTestUser(client: { exec: (query: string) => void }) {
 function clearProjectionTables(client: { exec: (query: string) => void }) {
   client.exec('DELETE FROM task_stage_event;');
   client.exec('DELETE FROM task_run;');
+  client.exec('DELETE FROM research_journal_entry;');
+  client.exec('DELETE FROM holding;');
+  client.exec('DELETE FROM watchlist_item;');
+  client.exec('DELETE FROM portfolio_insight;');
+  client.exec('DELETE FROM filing;');
+}
+
+function seedFilingRecord(client: Database, input: {
+  ticker: string;
+  accessionNumber: string;
+  filingType: '10-K' | '10-Q' | '8-K';
+  filingDate: string;
+  companyName: string;
+  cik?: string;
+  metrics?: {
+    revenue: number | null;
+    netIncome: number | null;
+    totalAssets: number | null;
+    cash: number | null;
+    debt: number | null;
+  } | null;
+  analysisText?: string | null;
+}) {
+  const now = new Date().toISOString();
+
+  client.query(`
+    INSERT INTO filing (
+      ticker,
+      filing_type,
+      filing_date,
+      accession_number,
+      cik,
+      company_name,
+      filing_url,
+      submission_url,
+      primary_document,
+      metrics,
+      analysis,
+      created_at,
+      updated_at
+    ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?);
+  `).run(
+    input.ticker,
+    input.filingType,
+    input.filingDate,
+    input.accessionNumber,
+    input.cik ?? '0000000000',
+    input.companyName,
+    `https://www.sec.gov/Archives/${input.accessionNumber}.htm`,
+    `https://www.sec.gov/submissions/${input.accessionNumber}.json`,
+    `${input.accessionNumber}.htm`,
+    input.metrics ? JSON.stringify(input.metrics) : null,
+    input.analysisText
+      ? JSON.stringify({
+        provider: 'test',
+        model: 'fixture',
+        text: input.analysisText
+      })
+      : null,
+    now,
+    now
+  );
 }
 
 async function jsonRequest(
-  method: 'GET' | 'POST' | 'PATCH',
+  method: 'GET' | 'POST' | 'PATCH' | 'DELETE',
   path: string,
   body?: Record<string, unknown>
 ) {
@@ -154,8 +218,8 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
 
     resetDbSingletons();
 
-    const dbModule = await import('@/lib/server/db');
+    sqliteClient = new Database(join(tempDir, 'e2e.sqlite'), { create: true });
-    sqliteClient = dbModule.getSqliteClient();
+    sqliteClient.exec('PRAGMA foreign_keys = ON;');
     applySqlMigrations(sqliteClient);
     ensureTestUser(sqliteClient);
 
@@ -164,6 +228,7 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
   });
 
   afterAll(() => {
+    sqliteClient?.close();
     resetDbSingletons();
 
     if (tempDir) {
@@ -291,6 +356,199 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
     expect(task.payload.tags).toEqual(['semis', 'ai']);
   });
 
+  it('updates coverage status and archives while appending status-change journal history', async () => {
+    const created = await jsonRequest('POST', '/api/watchlist', {
+      ticker: 'amd',
+      companyName: 'Advanced Micro Devices, Inc.',
+      sector: 'Technology',
+      status: 'backlog',
+      priority: 'medium',
+      tags: ['semis']
+    });
+
+    expect(created.response.status).toBe(200);
+    const createdItem = (created.json as {
+      item: { id: number; ticker: string; status: string; priority: string };
+    }).item;
+    expect(createdItem.status).toBe('backlog');
+    expect(createdItem.priority).toBe('medium');
+
+    const activated = await jsonRequest('PATCH', `/api/watchlist/${createdItem.id}`, {
+      status: 'active',
+      priority: 'high',
+      lastReviewedAt: '2026-03-01T15:30:00.000Z'
+    });
+    expect(activated.response.status).toBe(200);
+    const activatedBody = activated.json as {
+      item: { status: string; priority: string; last_reviewed_at: string | null };
+      statusChangeJournalCreated: boolean;
+    };
+    expect(activatedBody.item.status).toBe('active');
+    expect(activatedBody.item.priority).toBe('high');
+    expect(activatedBody.item.last_reviewed_at).toBe('2026-03-01T15:30:00.000Z');
+    expect(activatedBody.statusChangeJournalCreated).toBe(true);
+
+    const archived = await jsonRequest('PATCH', `/api/watchlist/${createdItem.id}`, {
+      status: 'archive'
+    });
+    expect(archived.response.status).toBe(200);
+    expect((archived.json as {
+      item: { status: string };
+      statusChangeJournalCreated: boolean;
+    }).item.status).toBe('archive');
+
+    const journal = await jsonRequest('GET', '/api/research/journal?ticker=AMD');
+    expect(journal.response.status).toBe(200);
+    const entries = (journal.json as {
+      entries: Array<{
+        entry_type: string;
+        title: string | null;
+      }>;
+    }).entries;
+    expect(entries.length).toBe(2);
+    expect(entries.every((entry) => entry.entry_type === 'status_change')).toBe(true);
+    expect(entries[0]?.title).toContain('Archive');
+
+    const coverage = await jsonRequest('GET', '/api/watchlist');
+    const saved = (coverage.json as {
+      items: Array<{
+        ticker: string;
+        status: string;
+        priority: string;
+      }>;
+    }).items.find((item) => item.ticker === 'AMD');
+    expect(saved?.status).toBe('archive');
+    expect(saved?.priority).toBe('high');
+  });
+
+  it('supports journal CRUD and includes coverage, preview, reports, and key metrics in analysis payload', async () => {
+    if (!sqliteClient) {
+      throw new Error('sqlite client not initialized');
+    }
+
+    seedFilingRecord(sqliteClient, {
+      ticker: 'NFLX',
+      accessionNumber: '0000000000-26-000777',
+      filingType: '10-K',
+      filingDate: '2026-02-15',
+      companyName: 'Netflix, Inc.',
+      metrics: {
+        revenue: 41000000000,
+        netIncome: 8600000000,
+        totalAssets: 52000000000,
+        cash: 7800000000,
+        debt: 14000000000
+      },
+      analysisText: 'Subscriber growth reaccelerated with improved operating leverage.'
+    });
+
+    await jsonRequest('POST', '/api/watchlist', {
+      ticker: 'nflx',
+      companyName: 'Netflix, Inc.',
+      sector: 'Communication Services',
+      status: 'active',
+      priority: 'high',
+      tags: ['streaming', 'quality']
+    });
+
+    await jsonRequest('POST', '/api/portfolio/holdings', {
+      ticker: 'NFLX',
+      companyName: 'Netflix, Inc.',
+      shares: 12,
+      avgCost: 440,
+      currentPrice: 455
+    });
+
+    const createdEntry = await jsonRequest('POST', '/api/research/journal', {
+      ticker: 'NFLX',
+      entryType: 'note',
+      title: 'Thesis refresh',
+      bodyMarkdown: 'Monitor ad-tier margin progression and content amortization.'
+    });
+    expect(createdEntry.response.status).toBe(200);
+    const entryId = (createdEntry.json as {
+      entry: { id: number };
+    }).entry.id;
+
+    const analysis = await jsonRequest('GET', '/api/analysis/company?ticker=NFLX');
+    expect(analysis.response.status).toBe(200);
+    const payload = (analysis.json as {
+      analysis: {
+        coverage: { status: string; priority: string; tags: string[] } | null;
+        journalPreview: Array<{ title: string | null; body_markdown: string }>;
+        recentAiReports: Array<{ accessionNumber: string; summary: string }>;
+        latestFilingSummary: { accessionNumber: string; summary: string | null } | null;
+        keyMetrics: { revenue: number | null; netMargin: number | null };
+        position: { company_name: string | null } | null;
+      };
+    }).analysis;
+
+    expect(payload.coverage?.status).toBe('active');
+    expect(payload.coverage?.priority).toBe('high');
+    expect(payload.coverage?.tags).toEqual(['streaming', 'quality']);
+    expect(payload.journalPreview.length).toBe(1);
+    expect(payload.journalPreview[0]?.title).toBe('Thesis refresh');
+    expect(payload.recentAiReports.length).toBe(1);
+    expect(payload.latestFilingSummary?.accessionNumber).toBe('0000000000-26-000777');
+    expect(payload.latestFilingSummary?.summary).toContain('Subscriber growth reaccelerated');
+    expect(payload.keyMetrics.revenue).toBe(41000000000);
+    expect(payload.keyMetrics.netMargin).not.toBeNull();
+    expect(payload.position?.company_name).toBe('Netflix, Inc.');
+
+    const updatedEntry = await jsonRequest('PATCH', `/api/research/journal/${entryId}`, {
+      title: 'Thesis refresh v2',
+      bodyMarkdown: 'Monitor ad-tier margin progression, churn, and cash content spend.'
+    });
+    expect(updatedEntry.response.status).toBe(200);
+    expect((updatedEntry.json as {
+      entry: { title: string | null; body_markdown: string };
+    }).entry.title).toBe('Thesis refresh v2');
+
+    const journalAfterUpdate = await jsonRequest('GET', '/api/research/journal?ticker=NFLX');
+    expect(journalAfterUpdate.response.status).toBe(200);
+    expect((journalAfterUpdate.json as {
+      entries: Array<{ title: string | null; body_markdown: string }>;
+    }).entries[0]?.body_markdown).toContain('cash content spend');
+
+    const removed = await jsonRequest('DELETE', `/api/research/journal/${entryId}`);
+    expect(removed.response.status).toBe(200);
+
+    const journalAfterDelete = await jsonRequest('GET', '/api/research/journal?ticker=NFLX');
+    expect((journalAfterDelete.json as {
+      entries: unknown[];
+    }).entries).toHaveLength(0);
+  });
+
+  it('persists nullable holding company names and allows later enrichment', async () => {
+    const created = await jsonRequest('POST', '/api/portfolio/holdings', {
+      ticker: 'ORCL',
+      shares: 5,
+      avgCost: 100,
+      currentPrice: 110
+    });
+    expect(created.response.status).toBe(200);
+
+    const holdings = await jsonRequest('GET', '/api/portfolio/holdings');
+    expect(holdings.response.status).toBe(200);
+    const saved = (holdings.json as {
+      holdings: Array<{
+        id: number;
+        ticker: string;
+        company_name: string | null;
+      }>;
+    }).holdings.find((entry) => entry.ticker === 'ORCL');
+
+    expect(saved?.company_name).toBeNull();
+
+    const updated = await jsonRequest('PATCH', `/api/portfolio/holdings/${saved?.id}`, {
+      companyName: 'Oracle Corporation'
+    });
+    expect(updated.response.status).toBe(200);
+    expect((updated.json as {
+      holding: { company_name: string | null };
+    }).holding.company_name).toBe('Oracle Corporation');
+  });
+
   it('updates notification read and silenced state via patch endpoint', async () => {
     const created = await jsonRequest('POST', '/api/filings/0000000000-26-000010/analyze');
     const taskId = (created.json as { task: { id: string } }).task.id;

lib/server/db/index.test.ts

@@ -20,14 +20,23 @@ describe('sqlite schema compatibility bootstrap', () => {
     applyMigration(client, '0003_task_stage_event_timeline.sql');
 
     expect(__dbInternals.hasColumn(client, 'watchlist_item', 'category')).toBe(false);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'status')).toBe(false);
+    expect(__dbInternals.hasColumn(client, 'holding', 'company_name')).toBe(false);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_snapshot')).toBe(false);
+    expect(__dbInternals.hasTable(client, 'research_journal_entry')).toBe(false);
 
     __dbInternals.ensureLocalSqliteSchema(client);
 
     expect(__dbInternals.hasColumn(client, 'watchlist_item', 'category')).toBe(true);
     expect(__dbInternals.hasColumn(client, 'watchlist_item', 'tags')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'status')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'priority')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'updated_at')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'last_reviewed_at')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'holding', 'company_name')).toBe(true);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_snapshot')).toBe(true);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_fact')).toBe(true);
+    expect(__dbInternals.hasTable(client, 'research_journal_entry')).toBe(true);
 
     client.close();
   });

lib/server/db/index.ts

@@ -78,7 +78,11 @@ function ensureLocalSqliteSchema(client: Database) {
   if (hasTable(client, 'watchlist_item')) {
     const missingWatchlistColumns: Array<{ name: string; sql: string }> = [
       { name: 'category', sql: 'ALTER TABLE `watchlist_item` ADD `category` text;' },
-      { name: 'tags', sql: 'ALTER TABLE `watchlist_item` ADD `tags` text;' }
+      { name: 'tags', sql: 'ALTER TABLE `watchlist_item` ADD `tags` text;' },
+      { name: 'status', sql: "ALTER TABLE `watchlist_item` ADD `status` text NOT NULL DEFAULT 'backlog';" },
+      { name: 'priority', sql: "ALTER TABLE `watchlist_item` ADD `priority` text NOT NULL DEFAULT 'medium';" },
+      { name: 'updated_at', sql: "ALTER TABLE `watchlist_item` ADD `updated_at` text NOT NULL DEFAULT '';" },
+      { name: 'last_reviewed_at', sql: 'ALTER TABLE `watchlist_item` ADD `last_reviewed_at` text;' }
     ];
 
     for (const column of missingWatchlistColumns) {
@@ -86,11 +90,54 @@ function ensureLocalSqliteSchema(client: Database) {
         client.exec(column.sql);
       }
     }
+
+    client.exec(`
+      UPDATE \`watchlist_item\`
+      SET
+        \`status\` = CASE
+          WHEN \`status\` IS NULL OR TRIM(\`status\`) = '' THEN 'backlog'
+          ELSE \`status\`
+        END,
+        \`priority\` = CASE
+          WHEN \`priority\` IS NULL OR TRIM(\`priority\`) = '' THEN 'medium'
+          ELSE \`priority\`
+        END,
+        \`updated_at\` = CASE
+          WHEN \`updated_at\` IS NULL OR TRIM(\`updated_at\`) = '' THEN COALESCE(NULLIF(\`created_at\`, ''), CURRENT_TIMESTAMP)
+          ELSE \`updated_at\`
+        END;
+    `);
+
+    client.exec('CREATE INDEX IF NOT EXISTS `watchlist_user_updated_idx` ON `watchlist_item` (`user_id`, `updated_at`);');
+  }
+
+  if (hasTable(client, 'holding') && !hasColumn(client, 'holding', 'company_name')) {
+    client.exec('ALTER TABLE `holding` ADD `company_name` text;');
   }
 
   if (!hasTable(client, 'filing_taxonomy_snapshot')) {
     applySqlFile(client, '0005_financial_taxonomy_v3.sql');
   }
+
+  if (!hasTable(client, 'research_journal_entry')) {
+    client.exec(`
+      CREATE TABLE IF NOT EXISTS \`research_journal_entry\` (
+        \`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+        \`user_id\` text NOT NULL,
+        \`ticker\` text NOT NULL,
+        \`accession_number\` text,
+        \`entry_type\` text NOT NULL,
+        \`title\` text,
+        \`body_markdown\` text NOT NULL,
+        \`metadata\` text,
+        \`created_at\` text NOT NULL,
+        \`updated_at\` text NOT NULL,
+        FOREIGN KEY (\`user_id\`) REFERENCES \`user\`(\`id\`) ON UPDATE no action ON DELETE cascade
+      );
+    `);
+    client.exec('CREATE INDEX IF NOT EXISTS `research_journal_ticker_idx` ON `research_journal_entry` (`user_id`, `ticker`, `created_at`);');
+    client.exec('CREATE INDEX IF NOT EXISTS `research_journal_accession_idx` ON `research_journal_entry` (`user_id`, `accession_number`);');
+  }
 }
 
 export function getSqliteClient() {

lib/server/db/schema.ts

@@ -27,6 +27,9 @@ type TaxonomyAssetType =
 
 type TaxonomyParseStatus = 'ready' | 'partial' | 'failed';
 type TaxonomyMetricValidationStatus = 'not_run' | 'matched' | 'mismatch' | 'error';
+type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
+type CoveragePriority = 'low' | 'medium' | 'high';
+type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
 
 type FilingAnalysis = {
   provider?: string;
@@ -269,16 +272,22 @@ export const watchlistItem = sqliteTable('watchlist_item', {
   sector: text('sector'),
   category: text('category'),
   tags: text('tags', { mode: 'json' }).$type<string[]>(),
-  created_at: text('created_at').notNull()
+  status: text('status').$type<CoverageStatus>().notNull().default('backlog'),
+  priority: text('priority').$type<CoveragePriority>().notNull().default('medium'),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull(),
+  last_reviewed_at: text('last_reviewed_at')
 }, (table) => ({
   watchlistUserTickerUnique: uniqueIndex('watchlist_user_ticker_uidx').on(table.user_id, table.ticker),
-  watchlistUserCreatedIndex: index('watchlist_user_created_idx').on(table.user_id, table.created_at)
+  watchlistUserCreatedIndex: index('watchlist_user_created_idx').on(table.user_id, table.created_at),
+  watchlistUserUpdatedIndex: index('watchlist_user_updated_idx').on(table.user_id, table.updated_at)
 }));
 
 export const holding = sqliteTable('holding', {
   id: integer('id').primaryKey({ autoIncrement: true }),
   user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
   ticker: text('ticker').notNull(),
+  company_name: text('company_name'),
   shares: numeric('shares').notNull(),
   avg_cost: numeric('avg_cost').notNull(),
   current_price: numeric('current_price'),
@@ -520,6 +529,22 @@ export const portfolioInsight = sqliteTable('portfolio_insight', {
   insightUserCreatedIndex: index('insight_user_created_idx').on(table.user_id, table.created_at)
 }));
 
+export const researchJournalEntry = sqliteTable('research_journal_entry', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
+  ticker: text('ticker').notNull(),
+  accession_number: text('accession_number'),
+  entry_type: text('entry_type').$type<ResearchJournalEntryType>().notNull(),
+  title: text('title'),
+  body_markdown: text('body_markdown').notNull(),
+  metadata: text('metadata', { mode: 'json' }).$type<Record<string, unknown> | null>(),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull()
+}, (table) => ({
+  researchJournalTickerIndex: index('research_journal_ticker_idx').on(table.user_id, table.ticker, table.created_at),
+  researchJournalAccessionIndex: index('research_journal_accession_idx').on(table.user_id, table.accession_number)
+}));
+
 export const authSchema = {
   user,
   session,
@@ -543,7 +568,8 @@ export const appSchema = {
   filingLink,
   taskRun,
   taskStageEvent,
-  portfolioInsight
+  portfolioInsight,
+  researchJournalEntry
 };
 
 export const schema = {

lib/server/financial-taxonomy.ts

@@ -707,6 +707,85 @@ function latestMetrics(snapshots: FilingTaxonomySnapshotRecord[]) {
   };
 }
 
+function rowValue(row: { values: Record<string, number | null> }, periodId: string) {
+  return periodId in row.values ? row.values[periodId] : null;
+}
+
+function findStandardizedRow(rows: StandardizedStatementRow[], key: string) {
+  return rows.find((row) => row.key === key) ?? null;
+}
+
+function findFaithfulRowByLocalNames(rows: TaxonomyStatementRow[], localNames: string[]) {
+  const normalizedNames = localNames.map((name) => name.toLowerCase());
+  const exact = rows.find((row) => normalizedNames.includes(row.localName.toLowerCase()));
+  if (exact) {
+    return exact;
+  }
+
+  return rows.find((row) => {
+    const haystack = `${row.key} ${row.label} ${row.localName} ${row.qname}`.toLowerCase();
+    return normalizedNames.some((name) => haystack.includes(name));
+  }) ?? null;
+}
+
+function asOverviewLabel(period: FinancialStatementPeriod) {
+  const source = period.periodEnd ?? period.filingDate;
+  const parsed = Date.parse(source);
+  if (!Number.isFinite(parsed)) {
+    return source;
+  }
+
+  return new Intl.DateTimeFormat('en-US', {
+    month: 'short',
+    year: 'numeric'
+  }).format(new Date(parsed));
+}
+
+function buildOverviewMetrics(input: {
+  periods: FinancialStatementPeriod[];
+  faithfulRows: TaxonomyStatementRow[];
+  standardizedRows: StandardizedStatementRow[];
+}): CompanyFinancialStatementsResponse['overviewMetrics'] {
+  const periods = [...input.periods].sort(periodSorter);
+  const revenueRow = findStandardizedRow(input.standardizedRows, 'revenue')
+    ?? findFaithfulRowByLocalNames(input.faithfulRows, ['RevenueFromContractWithCustomerExcludingAssessedTax', 'Revenues', 'SalesRevenueNet', 'Revenue']);
+  const netIncomeRow = findStandardizedRow(input.standardizedRows, 'net-income')
+    ?? findFaithfulRowByLocalNames(input.faithfulRows, ['NetIncomeLoss', 'ProfitLoss']);
+  const assetsRow = findStandardizedRow(input.standardizedRows, 'total-assets')
+    ?? findFaithfulRowByLocalNames(input.faithfulRows, ['Assets']);
+  const cashRow = findStandardizedRow(input.standardizedRows, 'cash-and-equivalents')
+    ?? findFaithfulRowByLocalNames(input.faithfulRows, ['CashAndCashEquivalentsAtCarryingValue', 'CashAndShortTermInvestments', 'Cash']);
+  const debtRow = findStandardizedRow(input.standardizedRows, 'total-debt')
+    ?? findFaithfulRowByLocalNames(input.faithfulRows, ['LongTermDebt', 'Debt', 'LongTermDebtNoncurrent']);
+
+  const series = periods.map((period) => ({
+    periodId: period.id,
+    filingDate: period.filingDate,
+    periodEnd: period.periodEnd,
+    label: asOverviewLabel(period),
+    revenue: revenueRow ? rowValue(revenueRow, period.id) : null,
+    netIncome: netIncomeRow ? rowValue(netIncomeRow, period.id) : null,
+    totalAssets: assetsRow ? rowValue(assetsRow, period.id) : null,
+    cash: cashRow ? rowValue(cashRow, period.id) : null,
+    debt: debtRow ? rowValue(debtRow, period.id) : null
+  }));
+
+  const latest = series[series.length - 1] ?? null;
+
+  return {
+    referencePeriodId: latest?.periodId ?? null,
+    referenceDate: latest?.filingDate ?? null,
+    latest: {
+      revenue: latest?.revenue ?? null,
+      netIncome: latest?.netIncome ?? null,
+      totalAssets: latest?.totalAssets ?? null,
+      cash: latest?.cash ?? null,
+      debt: latest?.debt ?? null
+    },
+    series
+  };
+}
+
 export function defaultFinancialSyncLimit(window: FinancialHistoryWindow) {
   return window === 'all' ? 120 : 60;
 }
@@ -806,6 +885,11 @@ export async function getCompanyFinancialTaxonomy(input: GetCompanyFinancialTaxo
       pendingFilings: Math.max(0, financialFilings.length - statuses.ready - statuses.partial - statuses.failed),
       queuedSync: input.queuedSync
     },
+    overviewMetrics: buildOverviewMetrics({
+      periods,
+      faithfulRows,
+      standardizedRows
+    }),
     metrics,
     dimensionBreakdown
   };

lib/server/repos/filings.ts

@@ -1,4 +1,4 @@
-import { desc, eq } from 'drizzle-orm';
+import { desc, eq, inArray, max } from 'drizzle-orm';
 import type { Filing } from '@/lib/types';
 import { db } from '@/lib/server/db';
 import { filing, filingLink } from '@/lib/server/db/schema';
@@ -87,6 +87,35 @@ export async function getFilingByAccession(accessionNumber: string) {
   return row ? toFiling(row) : null;
 }
 
+export async function listLatestFilingDatesByTickers(tickers: string[]) {
+  const normalizedTickers = [...new Set(
+    tickers
+      .map((ticker) => ticker.trim().toUpperCase())
+      .filter((ticker) => ticker.length > 0)
+  )];
+
+  if (normalizedTickers.length === 0) {
+    return new Map<string, string>();
+  }
+
+  const rows = await db
+    .select({
+      ticker: filing.ticker,
+      latest_filing_date: max(filing.filing_date)
+    })
+    .from(filing)
+    .where(inArray(filing.ticker, normalizedTickers))
+    .groupBy(filing.ticker);
+
+  return new Map(
+    rows
+      .filter((row): row is { ticker: string; latest_filing_date: string } => {
+        return typeof row.ticker === 'string' && typeof row.latest_filing_date === 'string';
+      })
+      .map((row) => [row.ticker, row.latest_filing_date])
+  );
+}
+
 export async function upsertFilingsRecords(items: UpsertFilingInput[]) {
   let inserted = 0;
   let updated = 0;

lib/server/repos/holdings.ts

@@ -1,8 +1,8 @@
-import { and, eq } from 'drizzle-orm';
+import { and, desc, eq } from 'drizzle-orm';
 import type { Holding } from '@/lib/types';
 import { recalculateHolding } from '@/lib/server/portfolio';
 import { db } from '@/lib/server/db';
-import { holding } from '@/lib/server/db/schema';
+import { filing, holding, watchlistItem } from '@/lib/server/db/schema';
 
 type HoldingRow = typeof holding.$inferSelect;
 
@@ -11,6 +11,7 @@ function toHolding(row: HoldingRow): Holding {
     id: row.id,
     user_id: row.user_id,
     ticker: row.ticker,
+    company_name: row.company_name ?? null,
     shares: row.shares,
     avg_cost: row.avg_cost,
     current_price: row.current_price,
@@ -36,6 +37,41 @@ function normalizeHoldingInput(input: { ticker: string; shares: number; avgCost:
   };
 }
 
+async function resolveHoldingCompanyName(input: {
+  userId: string;
+  ticker: string;
+  companyName?: string;
+  existingCompanyName?: string | null;
+}) {
+  const explicitCompanyName = input.companyName?.trim();
+  if (explicitCompanyName) {
+    return explicitCompanyName;
+  }
+
+  if (input.existingCompanyName?.trim()) {
+    return input.existingCompanyName.trim();
+  }
+
+  const [watchlistMatch] = await db
+    .select({ company_name: watchlistItem.company_name })
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, input.ticker)))
+    .limit(1);
+
+  if (watchlistMatch?.company_name?.trim()) {
+    return watchlistMatch.company_name.trim();
+  }
+
+  const [filingMatch] = await db
+    .select({ company_name: filing.company_name })
+    .from(filing)
+    .where(eq(filing.ticker, input.ticker))
+    .orderBy(desc(filing.filing_date), desc(filing.updated_at))
+    .limit(1);
+
+  return filingMatch?.company_name?.trim() ? filingMatch.company_name.trim() : null;
+}
+
 export async function listUserHoldings(userId: string) {
   const rows = await db
     .select()
@@ -45,12 +81,28 @@ export async function listUserHoldings(userId: string) {
   return sortByMarketValueDesc(rows.map(toHolding));
 }
 
+export async function getHoldingByTicker(userId: string, ticker: string) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+  if (!normalizedTicker) {
+    return null;
+  }
+
+  const [row] = await db
+    .select()
+    .from(holding)
+    .where(and(eq(holding.user_id, userId), eq(holding.ticker, normalizedTicker)))
+    .limit(1);
+
+  return row ? toHolding(row) : null;
+}
+
 export async function upsertHoldingRecord(input: {
   userId: string;
   ticker: string;
   shares: number;
   avgCost: number;
   currentPrice?: number;
+  companyName?: string;
 }) {
   const ticker = input.ticker.trim().toUpperCase();
   const now = new Date().toISOString();
@@ -64,6 +116,12 @@ export async function upsertHoldingRecord(input: {
   const currentPrice = Number.isFinite(input.currentPrice)
     ? Number(input.currentPrice)
     : input.avgCost;
+  const companyName = await resolveHoldingCompanyName({
+    userId: input.userId,
+    ticker,
+    companyName: input.companyName,
+    existingCompanyName: existing?.company_name ?? null
+  });
 
   if (existing) {
     const normalized = normalizeHoldingInput({
@@ -84,6 +142,7 @@ export async function upsertHoldingRecord(input: {
       .update(holding)
       .set({
         ticker: next.ticker,
+        company_name: companyName,
         shares: next.shares,
         avg_cost: next.avg_cost,
         current_price: next.current_price,
@@ -113,6 +172,7 @@ export async function upsertHoldingRecord(input: {
     id: 0,
     user_id: input.userId,
     ticker: normalized.ticker,
+    company_name: companyName,
     shares: normalized.shares,
     avg_cost: normalized.avg_cost,
     current_price: normalized.current_price,
@@ -131,6 +191,7 @@ export async function upsertHoldingRecord(input: {
     .values({
       user_id: created.user_id,
       ticker: created.ticker,
+      company_name: created.company_name,
       shares: created.shares,
       avg_cost: created.avg_cost,
       current_price: created.current_price,
@@ -155,6 +216,7 @@ export async function updateHoldingByIdRecord(input: {
   shares?: number;
   avgCost?: number;
   currentPrice?: number;
+  companyName?: string;
 }) {
   const [existing] = await db
     .select()
@@ -176,9 +238,16 @@ export async function updateHoldingByIdRecord(input: {
   const currentPrice = Number.isFinite(input.currentPrice)
     ? Number(input.currentPrice)
     : Number(current.current_price ?? current.avg_cost);
+  const companyName = await resolveHoldingCompanyName({
+    userId: input.userId,
+    ticker: current.ticker,
+    companyName: input.companyName,
+    existingCompanyName: current.company_name
+  });
 
   const next = recalculateHolding({
     ...current,
+    company_name: companyName,
     shares: shares.toFixed(6),
     avg_cost: avgCost.toFixed(6),
     current_price: currentPrice.toFixed(6),
@@ -189,6 +258,7 @@ export async function updateHoldingByIdRecord(input: {
   const [updated] = await db
     .update(holding)
     .set({
+      company_name: companyName,
       shares: next.shares,
       avg_cost: next.avg_cost,
       current_price: next.current_price,

lib/server/repos/research-journal.ts

@@ -0,0 +1,148 @@
+import { and, desc, eq } from 'drizzle-orm';
+import type {
+  ResearchJournalEntry,
+  ResearchJournalEntryType
+} from '@/lib/types';
+import { db } from '@/lib/server/db';
+import { researchJournalEntry } from '@/lib/server/db/schema';
+
+type ResearchJournalRow = typeof researchJournalEntry.$inferSelect;
+
+function normalizeTicker(ticker: string) {
+  return ticker.trim().toUpperCase();
+}
+
+function normalizeTitle(title?: string | null) {
+  const normalized = title?.trim();
+  return normalized ? normalized : null;
+}
+
+function normalizeAccessionNumber(accessionNumber?: string | null) {
+  const normalized = accessionNumber?.trim();
+  return normalized ? normalized : null;
+}
+
+function normalizeMetadata(metadata?: Record<string, unknown> | null) {
+  if (!metadata || typeof metadata !== 'object' || Array.isArray(metadata)) {
+    return null;
+  }
+
+  return metadata;
+}
+
+function toResearchJournalEntry(row: ResearchJournalRow): ResearchJournalEntry {
+  return {
+    id: row.id,
+    user_id: row.user_id,
+    ticker: row.ticker,
+    accession_number: row.accession_number ?? null,
+    entry_type: row.entry_type,
+    title: row.title ?? null,
+    body_markdown: row.body_markdown,
+    metadata: row.metadata ?? null,
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+
+export async function listResearchJournalEntries(userId: string, ticker: string, limit = 100) {
+  const normalizedTicker = normalizeTicker(ticker);
+  if (!normalizedTicker) {
+    return [];
+  }
+
+  const safeLimit = Math.min(Math.max(Math.trunc(limit), 1), 250);
+  const rows = await db
+    .select()
+    .from(researchJournalEntry)
+    .where(and(eq(researchJournalEntry.user_id, userId), eq(researchJournalEntry.ticker, normalizedTicker)))
+    .orderBy(desc(researchJournalEntry.created_at), desc(researchJournalEntry.id))
+    .limit(safeLimit);
+
+  return rows.map(toResearchJournalEntry);
+}
+
+export async function createResearchJournalEntryRecord(input: {
+  userId: string;
+  ticker: string;
+  accessionNumber?: string | null;
+  entryType: ResearchJournalEntryType;
+  title?: string | null;
+  bodyMarkdown: string;
+  metadata?: Record<string, unknown> | null;
+}) {
+  const ticker = normalizeTicker(input.ticker);
+  const bodyMarkdown = input.bodyMarkdown.trim();
+  if (!ticker) {
+    throw new Error('ticker is required');
+  }
+
+  if (!bodyMarkdown) {
+    throw new Error('bodyMarkdown is required');
+  }
+
+  const now = new Date().toISOString();
+  const [created] = await db
+    .insert(researchJournalEntry)
+    .values({
+      user_id: input.userId,
+      ticker,
+      accession_number: normalizeAccessionNumber(input.accessionNumber),
+      entry_type: input.entryType,
+      title: normalizeTitle(input.title),
+      body_markdown: bodyMarkdown,
+      metadata: normalizeMetadata(input.metadata),
+      created_at: now,
+      updated_at: now
+    })
+    .returning();
+
+  return toResearchJournalEntry(created);
+}
+
+export async function updateResearchJournalEntryRecord(input: {
+  userId: string;
+  id: number;
+  title?: string | null;
+  bodyMarkdown?: string;
+  metadata?: Record<string, unknown> | null;
+}) {
+  const [existing] = await db
+    .select()
+    .from(researchJournalEntry)
+    .where(and(eq(researchJournalEntry.user_id, input.userId), eq(researchJournalEntry.id, input.id)))
+    .limit(1);
+
+  if (!existing) {
+    return null;
+  }
+
+  const nextBodyMarkdown = input.bodyMarkdown === undefined
+    ? existing.body_markdown
+    : input.bodyMarkdown.trim();
+  if (!nextBodyMarkdown) {
+    throw new Error('bodyMarkdown is required');
+  }
+
+  const [updated] = await db
+    .update(researchJournalEntry)
+    .set({
+      title: input.title === undefined ? existing.title : normalizeTitle(input.title),
+      body_markdown: nextBodyMarkdown,
+      metadata: input.metadata === undefined ? existing.metadata ?? null : normalizeMetadata(input.metadata),
+      updated_at: new Date().toISOString()
+    })
+    .where(and(eq(researchJournalEntry.user_id, input.userId), eq(researchJournalEntry.id, input.id)))
+    .returning();
+
+  return updated ? toResearchJournalEntry(updated) : null;
+}
+
+export async function deleteResearchJournalEntryRecord(userId: string, id: number) {
+  const rows = await db
+    .delete(researchJournalEntry)
+    .where(and(eq(researchJournalEntry.user_id, userId), eq(researchJournalEntry.id, id)))
+    .returning({ id: researchJournalEntry.id });
+
+  return rows.length > 0;
+}

lib/server/repos/watchlist.ts

@@ -1,9 +1,15 @@
 import { and, desc, eq } from 'drizzle-orm';
-import type { WatchlistItem } from '@/lib/types';
+import type {
+  CoveragePriority,
+  CoverageStatus,
+  WatchlistItem
+} from '@/lib/types';
 import { db } from '@/lib/server/db';
 import { watchlistItem } from '@/lib/server/db/schema';
 
 type WatchlistRow = typeof watchlistItem.$inferSelect;
+const DEFAULT_STATUS: CoverageStatus = 'backlog';
+const DEFAULT_PRIORITY: CoveragePriority = 'medium';
 
 function normalizeTags(tags?: string[]) {
   if (!Array.isArray(tags)) {
@@ -32,7 +38,7 @@ function normalizeTags(tags?: string[]) {
   return [...unique];
 }
 
-function toWatchlistItem(row: WatchlistRow): WatchlistItem {
+function toWatchlistItem(row: WatchlistRow, latestFilingDate: string | null = null): WatchlistItem {
   return {
     id: row.id,
     user_id: row.user_id,
@@ -43,7 +49,12 @@ function toWatchlistItem(row: WatchlistRow): WatchlistItem {
     tags: Array.isArray(row.tags)
       ? row.tags.filter((entry): entry is string => typeof entry === 'string')
       : [],
-    created_at: row.created_at
+    created_at: row.created_at,
+    status: row.status ?? DEFAULT_STATUS,
+    priority: row.priority ?? DEFAULT_PRIORITY,
+    updated_at: row.updated_at || row.created_at,
+    last_reviewed_at: row.last_reviewed_at ?? null,
+    latest_filing_date: latestFilingDate
   };
 }
 
@@ -52,9 +63,19 @@ export async function listWatchlistItems(userId: string) {
     .select()
     .from(watchlistItem)
     .where(eq(watchlistItem.user_id, userId))
-    .orderBy(desc(watchlistItem.created_at));
+    .orderBy(desc(watchlistItem.updated_at), desc(watchlistItem.created_at));
 
-  return rows.map(toWatchlistItem);
+  return rows.map((row) => toWatchlistItem(row));
+}
+
+export async function getWatchlistItemById(userId: string, id: number) {
+  const [row] = await db
+    .select()
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, userId), eq(watchlistItem.id, id)))
+    .limit(1);
+
+  return row ? toWatchlistItem(row) : null;
 }
 
 export async function getWatchlistItemByTicker(userId: string, ticker: string) {
@@ -79,11 +100,18 @@ export async function upsertWatchlistItemRecord(input: {
   sector?: string;
   category?: string;
   tags?: string[];
+  status?: CoverageStatus;
+  priority?: CoveragePriority;
+  lastReviewedAt?: string | null;
 }) {
   const normalizedTicker = input.ticker.trim().toUpperCase();
   const normalizedSector = input.sector?.trim() ? input.sector.trim() : null;
   const normalizedCategory = input.category?.trim() ? input.category.trim() : null;
   const normalizedTags = normalizeTags(input.tags);
+  const normalizedCompanyName = input.companyName.trim();
+  const normalizedLastReviewedAt = input.lastReviewedAt?.trim()
+    ? input.lastReviewedAt.trim()
+    : null;
   const now = new Date().toISOString();
 
   const [inserted] = await db
@@ -91,11 +119,15 @@ export async function upsertWatchlistItemRecord(input: {
     .values({
       user_id: input.userId,
       ticker: normalizedTicker,
-      company_name: input.companyName,
+      company_name: normalizedCompanyName,
       sector: normalizedSector,
       category: normalizedCategory,
       tags: normalizedTags,
-      created_at: now
+      status: input.status ?? DEFAULT_STATUS,
+      priority: input.priority ?? DEFAULT_PRIORITY,
+      created_at: now,
+      updated_at: now,
+      last_reviewed_at: normalizedLastReviewedAt
     })
     .onConflictDoNothing({
       target: [watchlistItem.user_id, watchlistItem.ticker],
@@ -109,13 +141,23 @@ export async function upsertWatchlistItemRecord(input: {
     };
   }
 
+  const [existing] = await db
+    .select()
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, normalizedTicker)))
+    .limit(1);
+
   const [updated] = await db
     .update(watchlistItem)
     .set({
-      company_name: input.companyName,
+      company_name: normalizedCompanyName,
       sector: normalizedSector,
       category: normalizedCategory,
-      tags: normalizedTags
+      tags: normalizedTags,
+      status: input.status ?? existing?.status ?? DEFAULT_STATUS,
+      priority: input.priority ?? existing?.priority ?? DEFAULT_PRIORITY,
+      updated_at: now,
+      last_reviewed_at: normalizedLastReviewedAt ?? existing?.last_reviewed_at ?? null
     })
     .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.ticker, normalizedTicker)))
     .returning();
@@ -130,6 +172,93 @@ export async function upsertWatchlistItemRecord(input: {
   };
 }
 
+export async function updateWatchlistItemRecord(input: {
+  userId: string;
+  id: number;
+  companyName?: string;
+  sector?: string;
+  category?: string;
+  tags?: string[];
+  status?: CoverageStatus;
+  priority?: CoveragePriority;
+  lastReviewedAt?: string | null;
+}) {
+  const [existing] = await db
+    .select()
+    .from(watchlistItem)
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.id, input.id)))
+    .limit(1);
+
+  if (!existing) {
+    return null;
+  }
+
+  const nextCompanyName = input.companyName === undefined
+    ? existing.company_name
+    : input.companyName.trim();
+  if (!nextCompanyName) {
+    throw new Error('companyName is required');
+  }
+
+  const nextSector = input.sector === undefined
+    ? existing.sector
+    : input.sector.trim()
+      ? input.sector.trim()
+      : null;
+  const nextCategory = input.category === undefined
+    ? existing.category
+    : input.category.trim()
+      ? input.category.trim()
+      : null;
+  const nextTags = input.tags === undefined
+    ? existing.tags ?? null
+    : normalizeTags(input.tags);
+  const nextLastReviewedAt = input.lastReviewedAt === undefined
+    ? existing.last_reviewed_at
+    : input.lastReviewedAt?.trim()
+      ? input.lastReviewedAt.trim()
+      : null;
+
+  const [updated] = await db
+    .update(watchlistItem)
+    .set({
+      company_name: nextCompanyName,
+      sector: nextSector,
+      category: nextCategory,
+      tags: nextTags,
+      status: input.status ?? existing.status ?? DEFAULT_STATUS,
+      priority: input.priority ?? existing.priority ?? DEFAULT_PRIORITY,
+      updated_at: new Date().toISOString(),
+      last_reviewed_at: nextLastReviewedAt
+    })
+    .where(and(eq(watchlistItem.user_id, input.userId), eq(watchlistItem.id, input.id)))
+    .returning();
+
+  return updated ? toWatchlistItem(updated) : null;
+}
+
+export async function updateWatchlistReviewByTicker(
+  userId: string,
+  ticker: string,
+  reviewedAt: string
+) {
+  const normalizedTicker = ticker.trim().toUpperCase();
+  if (!normalizedTicker) {
+    return null;
+  }
+
+  const [updated] = await db
+    .update(watchlistItem)
+    .set({
+      last_reviewed_at: reviewedAt,
+      updated_at: reviewedAt
+    })
+    .where(and(eq(watchlistItem.user_id, userId), eq(watchlistItem.ticker, normalizedTicker)))
+    .returning();
+
+  return updated ? toWatchlistItem(updated) : null;
+}
+
 export async function deleteWatchlistItemRecord(userId: string, id: number) {
   const removed = await db
     .delete(watchlistItem)

lib/types.ts

@@ -5,6 +5,10 @@ export type User = {
   image: string | null;
 };
 
+export type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
+export type CoveragePriority = 'low' | 'medium' | 'high';
+export type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
+
 export type WatchlistItem = {
   id: number;
   user_id: string;
@@ -14,12 +18,18 @@ export type WatchlistItem = {
   category: string | null;
   tags: string[];
   created_at: string;
+  status: CoverageStatus;
+  priority: CoveragePriority;
+  updated_at: string;
+  last_reviewed_at: string | null;
+  latest_filing_date: string | null;
 };
 
 export type Holding = {
   id: number;
   user_id: string;
   ticker: string;
+  company_name: string | null;
   shares: string;
   avg_cost: string;
   current_price: string | null;
@@ -165,6 +175,19 @@ export type PortfolioInsight = {
   created_at: string;
 };
 
+export type ResearchJournalEntry = {
+  id: number;
+  user_id: string;
+  ticker: string;
+  accession_number: string | null;
+  entry_type: ResearchJournalEntryType;
+  title: string | null;
+  body_markdown: string;
+  metadata: Record<string, unknown> | null;
+  created_at: string;
+  updated_at: string;
+};
+
 export type CompanyFinancialPoint = {
   filingDate: string;
   filingType: Filing['filing_type'];
@@ -332,6 +355,28 @@ export type CompanyFinancialStatementsResponse = {
     pendingFilings: number;
     queuedSync: boolean;
   };
+  overviewMetrics: {
+    referencePeriodId: string | null;
+    referenceDate: string | null;
+    latest: {
+      revenue: number | null;
+      netIncome: number | null;
+      totalAssets: number | null;
+      cash: number | null;
+      debt: number | null;
+    };
+    series: Array<{
+      periodId: string;
+      filingDate: string;
+      periodEnd: string | null;
+      label: string;
+      revenue: number | null;
+      netIncome: number | null;
+      totalAssets: number | null;
+      cash: number | null;
+      debt: number | null;
+    }>;
+  };
   metrics: {
     taxonomy: Filing['metrics'];
     validation: MetricValidationResult | null;
@@ -371,6 +416,27 @@ export type CompanyAnalysis = {
   financials: CompanyFinancialPoint[];
   filings: Filing[];
   aiReports: CompanyAiReport[];
+  coverage: WatchlistItem | null;
+  journalPreview: ResearchJournalEntry[];
+  recentAiReports: CompanyAiReport[];
+  latestFilingSummary: {
+    accessionNumber: string;
+    filingDate: string;
+    filingType: Filing['filing_type'];
+    filingUrl: string | null;
+    submissionUrl: string | null;
+    summary: string | null;
+    hasAnalysis: boolean;
+  } | null;
+  keyMetrics: {
+    referenceDate: string | null;
+    revenue: number | null;
+    netIncome: number | null;
+    totalAssets: number | null;
+    cash: number | null;
+    debt: number | null;
+    netMargin: number | null;
+  };
 };
 
 export type NavGroup = 'overview' | 'research' | 'portfolio';

scripts/e2e-prepare.ts

@@ -8,7 +8,8 @@ const MIGRATION_FILES = [
   '0002_workflow_task_projection_metadata.sql',
   '0003_task_stage_event_timeline.sql',
   '0004_watchlist_company_taxonomy.sql',
-  '0005_financial_taxonomy_v3.sql'
+  '0005_financial_taxonomy_v3.sql',
+  '0006_coverage_journal_tracking.sql'
 ] as const;
 
 export const E2E_DATABASE_PATH = join(process.cwd(), 'data', 'e2e.sqlite');