portfolio-history.d85bd6c1.chunk.js

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1/*! For license information please see portfolio-history.d85bd6c1.chunk.js.LICENSE.txt */
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0!==a&&a.currentCanProveAbsence?"exited":"historical_only";const s=Math.max(Math.abs(e.quantity),Math.abs(t.quantity),1),n=t.quantity-e.quantity;return Math.abs(n)<=1e-8*s?"same":n>0?"increased":"reduced"}(r,o,a),u=c(null===r||void 0===r?void 0:r.weightPct),m=c(null===o||void 0===o?void 0:o.weightPct),x=c(null===r||void 0===r?void 0:r.marketValue),h=c(null===o||void 0===o?void 0:o.marketValue),p=null!==u&&void 0!==u?u:"new"===d?0:null,b=null!==m&&void 0!==m?m:"exited"===d?0:null,v=null!==x&&void 0!==x?x:"new"===d?0:null,f=null!==h&&void 0!==h?h:"exited"===d?0:null,g=null!=p&&null!=b?b-p:null,y=null!=v&&null!=f?f-v:null,w="new"===d?"entrant":"exited"===d?"exit":null==g?"one_sided":Math.abs(g)<=1e-8?"flat":g>0?"increased":"reduced",j=function(e,t,a){if(!e||!t||!["same","increased","reduced"].includes(a))return{status:"unavailable",delta:null,percent:null};const s=c(e.quantity),n=c(t.quantity);if(!(s>0)||!(n>0))return{status:"unavailable",delta:null,percent:null};const i=n-s,l=i/s*100;return Number.isFinite(i)&&Number.isFinite(l)?{status:"available",delta:i,percent:l}:{status:"unavailable",delta:null,percent:null}}(r,o,d),N=function(e,t,a){if("available"!==(null===a||void 0===a?void 0:a.status))return null;const s=c(e.quantity),n=c(t.quantity),i=c(e.marketValue),l=c(t.marketValue);if(!(i>0)||!(l>0))return null;const r=i/s,o=l/n,d=a.delta,u={earlierUnitValue:r,currentUnitValue:o,endpointUnitValueChangePct:(o-r)/r*100,quantityEffectAtEarlierMark:d*r,endpointPriceMarkEffect:n*(o-r),recomposedValueDelta:d*r+n*(o-r)};return Object.values(u).every(Number.isFinite)?u:null}(r,o,j),k=function(e){const t=c(null===e||void 0===e?void 0:e.quantity),a=c(null===e||void 0===e?void 0:e.marketValue),s=c(null===e||void 0===e?void 0:e.costBasis);if(!e||!(t>0)||null==a||a<0||null==s||s<0)return{currentReportedBasis:{status:"unavailable",value:null},remainingEmbeddedGainLoss:{status:"unavailable",value:null,percentOnBasis:null}};const n=a-s,i=s>0?n/s*100:null;return{currentReportedBasis:{status:"available",value:s},remainingEmbeddedGainLoss:{status:"available",value:n,percentOnBasis:Number.isFinite(i)?i:null}}}(o);return(0,s.A)({ticker:e,name:(null===o||void 0===o?void 0:o.name)||(null===r||void 0===r?void 0:r.name)||e,logoUrl:(null===o||void 0===o?void 0:o.logoUrl)||"",classification:d,allocationClassification:w,historicalQuantity:null!==(t=null===r||void 0===r?void 0:r.quantity)&&void 0!==t?t:null,currentQuantity:null!==(l=null===o||void 0===o?void 0:o.quantity)&&void 0!==l?l:null,quantityDelta:r&&o?o.quantity-r.quantity:null,historicalMarketValue:v,currentMarketValue:f,marketValueDelta:y,historicalWeightPct:p,currentWeightPct:b,allocationDeltaPct:g,shareCountChange:j,drivers:N,currentPositionCoverage:(null===a||void 0===a?void 0:a.currentPositionCoverage)||"unknown",hasCurrentReportedBasisField:Boolean(o&&Object.prototype.hasOwnProperty.call(o,"costBasis"))},k)}))}function C(e){let t=arguments.length>1&&void 0!==arguments[1]?arguments[1]:6;return(Array.isArray(e)?e:[]).filter((e=>Number.isFinite(null===e||void 0===e?void 0:e.allocationDeltaPct)&&"flat"!==e.allocationClassification&&e.historicalWeightPct>=0&&e.currentWeightPct>=0&&("new"===e.classification||e.historicalQuantity>0)&&("exited"===e.classification||e.currentQuantity>0))).sort(((e,t)=>Math.abs(t.allocationDeltaPct)-Math.abs(e.allocationDeltaPct)||Math.abs(t.marketValueDelta||0)-Math.abs(e.marketValueDelta||0)||e.ticker.localeCompare(t.ticker))).slice(0,Math.max(0,t))}function P(e){let t=arguments.length>1&&void 0!==arguments[1]?arguments[1]:6;return(Array.isArray(e)?e:[]).filter((e=>"current_only"===(null===e||void 0===e?void 0:e.classification)?Number.isFinite(e.currentWeightPct)&&e.currentWeightPct>=0&&e.currentQuantity>0:"historical_only"===(null===e||void 0===e?void 0:e.classification)&&(Number.isFinite(e.historicalWeightPct)&&e.historicalWeightPct>=0&&e.historicalQuantity>0))).sort(((e,t)=>{const a="current_only"===e.classification?e.currentWeightPct:e.historicalWeightPct,s="current_only"===t.classification?t.currentWeightPct:t.historicalWeightPct,n="current_only"===e.classification?e.currentMarketValue:e.historicalMarketValue,i="current_only"===t.classification?t.currentMarketValue:t.historicalMarketValue;return s-a||Math.abs(i||0)-Math.abs(n||0)||e.ticker.localeCompare(t.ticker)})).slice(0,Math.max(0,t))}function M(e){const t=new Map;return function(e){return Array.isArray(null===e||void 0===e?void 0:e.historical)?e.historical:[]}(e).forEach((e=>{const a=u(null===e||void 0===e?void 0:e.date),s=c(null===e||void 0===e?void 0:e.adjClose),n=c(null===e||void 0===e?void 0:e.close);a&&(s>0||n>

20)&&t.set(a,{date:a,adjustedClose:s>0?s:null,close:n>0?n:null})})),t}function A(e,t){const a=Date.parse(String(e)+"T00:00:00.000Z");return Number.isFinite(a)?new Date(a+t*r).toISOString().slice(0,10):null}function S(e,t,a){let{edgeToleranceDays:n=d,symbols:r=i}=arguments.length>3&&void 0!==arguments[3]?arguments[3]:{};if(!(h(t,a)>0))return{status:"unavailable",requestedStartDate:t,requestedEndDate:a,actualStartDate:null,actualEndDate:null,edgeToleranceDays:n,benchmarks:{},reason:"invalid_endpoints"};const o=r.filter((e=>l[e])),c=o.filter((e=>t>=l[e])),u=o.filter((e=>!c.includes(e))),m=Object.fromEntries(c.map((t=>[t,M(null===e||void 0===e?void 0:e[t])]))),x=c.length?[...m[c[0]].keys()].filter((e=>c.every((t=>m[t].has(e))))).sort():[],b=A(t,n),v=A(a,-n),f=x.find((e=>e>=t&&e<=b))||null,g=[...x].reverse().find((e=>e<=a&&e>=v))||null,y=Boolean(f&&g&&f<g),w=y?c.flatMap((e=>[m[e].get(f),m[e].get(g)])):[],j=w.length&&w.every((e=>(null===e||void 0===e?void 0:e.adjustedClose)>0))?"adjusted_close":w.length&&w.every((e=>(null===e||void 0===e?void 0:e.close)>0))?"close":null,N={};c.forEach((e=>{if(!y)return void(N[e]={status:"unavailable",symbol:e,reason:"common_endpoint_missing",requestedStartDate:t,requestedEndDate:a});if(!j)return void(N[e]={status:"unavailable",symbol:e,reason:"inconsistent_price_basis",startDate:f,endDate:g});

2const n=m[e].get(f),i=m[e].get(g),l="adjusted_close"===j?n.adjustedClose:n.close,r="adjusted_close"===j?i.adjustedClose:i.close;N[e]=(0,s.A)((0,s.A)({},p(l,r,f,g)),{},{symbol:e,startDate:f,endDate:g,startPrice:l,endPrice:r,priceBasis:j})})),u.forEach((e=>{N[e]={status:"unavailable",symbol:e,reason:"inception_limited",inception:l[e]}}));const k=Object.values(N).filter((e=>"available"===e.status)).length;return{status:k===o.length?"available":k?"partial":"unavailable",requestedStartDate:t,requestedEndDate:a,actualStartDate:y?f:null,actualEndDate:y?g:null,edgeToleranceDays:n,benchmarks:N}}function E(e,t,a){const s=(0,n.WX)(e);if(!l[s]||!u(t)||!u(a)||a<=t)throw new Error("A supported benchmark and exact date range are required.");return{path:"/historical-price-full/"+encodeURIComponent(s),params:{from:t,to:a}}}function _(e,t){if("USD"!==(null===t||void 0===t?void 0:t.currency))return{status:"unavailable",reason:"unsupported_account_currency",years:[]};const a=["SPY","QQQ"],s=Object.fromEntries(a.map((t=>[t,M(null===e||void 0===e?void 0:e[t])]))),n=((null===t||void 0===t?void 0:t.years)||[]).map((e=>{const n="".concat(e.year-1,"-12-31"),i="ytd"===e.kind?t.asOf:"".concat(e.year,"-12-31"),r=(e,t)=>e.filter((e=>e<=t&&e>=A(t,-d))).sort().at(-1),o=a.filter((e=>n>=l[e]&&r([...s[e].keys()],n)&&r([...s[e].keys()],i))),c=o.length?[...s[o[0]].keys()].filter((e=>o.every((t=>s[t].has(e))))):[],u=r(c,n),m=r(c,i),x=u&&m&&u<m,h=x&&o.every((e=>s[e].get(u).adjustedClose>0&&s[e].get(m).adjustedClose>0)),p=Object.fromEntries(a.map((e=>{if(!x||!o.includes(e))return[e,{status:"unavailable",valuePct:null}];const t=s[e].get(u),a=s[e].get(m),n=h?t.adjustedClose:t.close,i=h?a.adjustedClose:a.close,l=n>0&&i>0?100*(i/n-1):null;return[e,Number.isFinite(l)?{status:"available",valuePct:l,startDate:u,endDate:m,priceBasis:h?"adjusted_close":"close"}:{status:"unavailable",valuePct:null}]})));return{year:e.year,kind:e.kind,from:n,to:i,benchmarks:p}})),i=n.flatMap((e=>Object.values(e.benchmarks))),r=i.filter((e=>"available"===e.status)).length;return{status:r===i.length&&r>0?"available":r?"partial":"unavailable",years:n}}},939:(e,t,a)=>{a.d(t,{j:()=>u,v:()=>c});const s=15;function n(e){return/^\d{4}-\d{2}-\d{2}$/.test(String(e||""))?String(e):null}function i(e){const t=n(e);return t?Number(t.slice(0,4)):null}function l(e){return["reported","explicit_zero"].includes(null===e||void 0===e?void 0:e.disclosure)&&"number"===typeof(null===e||void 0===e?void 0:e.amount)&&Number.isFinite(e.amount)}function r(e,t){return"calendar_year"===(null===e||void 0===e?void 0:e.periodKind)||(null===e||void 0===e?void 0:e.periodStart)==="".concat(t,"-01-01")&&(null===e||void 0===e?void 0:e.periodEnd)==="".concat(t,"-12-31")}function o(e,t){return r(e,t)&&["account_external","portfolio_internal_reconciled"].includes(null===e||void 0===e?void 0:e.transferScope)&&l(null===e||void 0===e?void 0:e.deposits)&&l(null===e||void 0===e?void 0:e.withdrawals)}function d(e,t){const a="".concat(t-1,"-12-31"),s="".concat(t,"-12-31");let n=a;for(const l of(null===e||void 0===e||null===(i=e.estimatedPerformance)||void 0===i?void 0:i.periods)||[]){var i;if(!(l.from<a||l.to>s)){if(l.from!==n||!Number.isFinite(l.estimatedReturn)||!["account_external","portfolio_internal_reconciled"].includes(l.transferScope)||l.currency!==e.account.currency)return!1;n=l.to}}return n===s}function c(e){var t,a,l,c;const u=null===e||void 0===e?void 0:e.account,m=null===u||void 0===u?void 0:u.accountId,x=n(null===u||void 0===u?void 0:u.asOf);if(!m||!x)return null;const h=((null===e||void 0===e||null===(t=e.records)||void 0===t?void 0:t.valuations)||[]).filter((e=>(null===e||void 0===e?void 0:e.accountId)===m&&n(null===e||void 0===e?void 0:e.asOf))),p=((null===e||void 0===e||null===(a=e.records)||void 0===a?void 0:a.period_summaries)||[]).filter((e=>(null===e||void 0===e?void 0:e.accountId)===m&&n(null===e||void 0===e?void 0:e.periodEnd))),b=i(x),v=x.endsWith("-12-31")?b:b-1,f=[...h.map((e=>i(e.asOf))),...p.map((e=>i(e.periodEnd)))].filter((e=>Number.isInteger(e)&&e<=v)),g=f.length?Math.max(v-s+1,Math.min(...f)):null,y=!0===(null===e||void 0===e||null===(l=e.indexTruncated)||void 0===l?void 0:l.valuations)||!0===(null===e||void 0===e||null===(c=e.indexTruncated)||void 0===c?void 0:c.periodSummaries),w=[];for(let s=v;null!=g&&s>=g;s-=1){const t=h.filter((e=>i(e.asOf)===s)),a=p.filter((e=>i(e.periodEnd)===s)),n=t.some((e=>

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Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.