change portfolio summary when live pricing is applied

src/PortfolioData.zig

@@ -269,6 +269,13 @@ summary: ?PortfolioSummary = null,
 /// Drives the "as of close on YYYY-MM-DD" line in the TUI.
 latest_quote_date: ?Date = null,
 
+/// True when the most recent load overlaid live intraday quotes onto
+/// at least one held position (i.e. the summary reflects today's
+/// quotes, not the candle close). Set only on the TUI refresh path
+/// (`LoadOptions.live_quotes`); false on startup / `R` file reloads.
+/// Drives the portfolio "as of" label wording.
+live_prices_applied: bool = false,
+
 /// Cached prices for watchlist symbols (no live fetching during
 /// render). Allocated in pd's arena.
 watchlist_prices: ?std.StringHashMap(f64) = null,
@@ -446,6 +453,11 @@ fn awaitWorker(self: *PortfolioData, fut: *?std.Io.Future(void)) void {
 /// live map's key, which the caller guarantees outlives the summary
 /// build. Factored out of `load` so the overlay logic is unit-testable
 /// without the full load machinery.
+///
+/// Returns the number of HELD positions whose price was overlaid with
+/// a live quote. The caller uses a non-zero count as the signal that
+/// the portfolio summary now reflects live intraday prices rather than
+/// the candle close (drives the "as of" label).
 fn applyLiveQuoteOverlay(
     arena: Allocator,
     prices: *std.StringHashMap(f64),
@@ -453,7 +465,8 @@ fn applyLiveQuoteOverlay(
     portfolio_set: *const std.StringHashMap(void),
     watchlist_set: *const std.StringHashMap(void),
     live: *const std.StringHashMap(f64),
-) error{OutOfMemory}!void {
+) error{OutOfMemory}!usize {
+    var held_overrides: usize = 0;
     var lit = live.iterator();
     while (lit.next()) |e| {
         const sym = e.key_ptr.*;
@@ -463,11 +476,13 @@ fn applyLiveQuoteOverlay(
             // (load_all-borrowed) key when present; on insert it
             // borrows the live map's key, which outlives this call.
             prices.put(sym, px) catch return error.OutOfMemory;
+            held_overrides += 1;
         } else if (watchlist_set.contains(sym)) {
             const owned = arena.dupe(u8, sym) catch continue;
             wp.put(owned, px) catch |err| log.warn("live watchlist price put({s}): {t}", .{ sym, err });
         }
     }
+    return held_overrides;
 }
 
 /// Kick off a portfolio load. Synchronous: parses the portfolio
@@ -500,6 +515,7 @@ pub fn load(
     self.paths = &.{};
     self.summary = null;
     self.latest_quote_date = null;
+    self.live_prices_applied = false;
     self.watchlist_prices = null;
     self.snapshots_data = null;
     self.dividends_data = null;
@@ -642,7 +658,11 @@ pub fn load(
     // absent from the overlay keep their candle close — the candle
     // layer (built above) is always the fallback.
     if (opts.live_quotes) |live| {
-        try applyLiveQuoteOverlay(arena_alloc, &prices, &wp, &portfolio_set, &watchlist_set, live);
+        const held_overrides = try applyLiveQuoteOverlay(arena_alloc, &prices, &wp, &portfolio_set, &watchlist_set, live);
+        // At least one held position is now priced from a live quote,
+        // so the summary reflects today's intraday prices rather than
+        // the candle close. Drives the portfolio "as of" label.
+        self.live_prices_applied = held_overrides > 0;
     }
     self.watchlist_prices = wp;
 
@@ -1133,8 +1153,12 @@ test "applyLiveQuoteOverlay: held wins in prices, watchlist in wp, others ignore
     try live.put("TSLA", 333.0); // watchlist override
     try live.put("NVDA", 999.0); // in neither set → ignored
 
-    try applyLiveQuoteOverlay(a, &prices, &wp, &portfolio_set, &watchlist_set, &live);
+    const held_overrides = try applyLiveQuoteOverlay(a, &prices, &wp, &portfolio_set, &watchlist_set, &live);
 
+    // AAPL (override) + MSFT (insert) are held; TSLA is watchlist;
+    // NVDA is neither. Only held positions count toward the signal
+    // that the summary now reflects live intraday prices.
+    try testing.expectEqual(@as(usize, 2), held_overrides);
     try testing.expectEqual(@as(f64, 111.0), prices.get("AAPL").?);
     try testing.expectEqual(@as(f64, 222.0), prices.get("MSFT").?);
     try testing.expectEqual(@as(f64, 333.0), wp.get("TSLA").?);
@@ -1144,6 +1168,37 @@ test "applyLiveQuoteOverlay: held wins in prices, watchlist in wp, others ignore
     try testing.expect(!wp.contains("NVDA"));
 }
 
+test "applyLiveQuoteOverlay: watchlist-only live quotes report zero held overrides" {
+    var arena = std.heap.ArenaAllocator.init(testing.allocator);
+    defer arena.deinit();
+    const a = arena.allocator();
+
+    var prices = std.StringHashMap(f64).init(testing.allocator);
+    defer prices.deinit();
+    var wp = std.StringHashMap(f64).init(testing.allocator);
+    defer wp.deinit();
+
+    var portfolio_set = std.StringHashMap(void).init(testing.allocator);
+    defer portfolio_set.deinit();
+    try portfolio_set.put("AAPL", {}); // held, but no live quote arrives
+
+    var watchlist_set = std.StringHashMap(void).init(testing.allocator);
+    defer watchlist_set.deinit();
+    try watchlist_set.put("TSLA", {});
+
+    var live = std.StringHashMap(f64).init(testing.allocator);
+    defer live.deinit();
+    try live.put("TSLA", 333.0); // watchlist only
+
+    const held_overrides = try applyLiveQuoteOverlay(a, &prices, &wp, &portfolio_set, &watchlist_set, &live);
+
+    // No held position got a live price, so the summary still reflects
+    // the candle close → the "as of" label must stay date-based.
+    try testing.expectEqual(@as(usize, 0), held_overrides);
+    try testing.expectEqual(@as(f64, 333.0), wp.get("TSLA").?);
+    try testing.expect(!prices.contains("AAPL"));
+}
+
 test "PortfolioData.candles_data: deinit frees candles_arena cleanly" {
     var svc: DataService = .{
         .allocator = testing.allocator,

src/tui/portfolio_tab.zig

@@ -1322,7 +1322,12 @@ pub fn drawContent(state: *State, app: *App, arena: std.mem.Allocator, buf: []va
             const summary_style = if (filtered_gl >= 0) th.positiveStyle() else th.negativeStyle();
             try lines.append(arena, .{ .text = summary_text, .style = summary_style });
 
-            if (app.portfolio.latest_quote_date) |d| {
+            if (app.portfolio.live_prices_applied) {
+                // Live overlay applied: values reflect today's intraday
+                // quotes, not the candle close. Static text for now; a
+                // precise "as of HH:MM ET" awaits real tz handling.
+                try lines.append(arena, .{ .text = "  (as of intraday quote today)", .style = th.mutedStyle() });
+            } else if (app.portfolio.latest_quote_date) |d| {
                 const asof_text = try std.fmt.allocPrint(arena, "  (as of close on {f})", .{d});
                 try lines.append(arena, .{ .text = asof_text, .style = th.mutedStyle() });
             }
@@ -1341,7 +1346,12 @@ pub fn drawContent(state: *State, app: *App, arena: std.mem.Allocator, buf: []va
             try lines.append(arena, .{ .text = summary_text, .style = summary_style });
 
             // "as of" date indicator
-            if (app.portfolio.latest_quote_date) |d| {
+            if (app.portfolio.live_prices_applied) {
+                // Live overlay applied: values reflect today's intraday
+                // quotes, not the candle close. Static text for now; a
+                // precise "as of HH:MM ET" awaits real tz handling.
+                try lines.append(arena, .{ .text = "  (as of intraday quote today)", .style = th.mutedStyle() });
+            } else if (app.portfolio.latest_quote_date) |d| {
                 const asof_text = try std.fmt.allocPrint(arena, "  (as of close on {f})", .{d});
                 try lines.append(arena, .{ .text = asof_text, .style = th.mutedStyle() });
             }