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Rework the Investments page end to end. The current page works, but its design feels dated, loading can be slow, and the data flow is fragile. This milestone is for a cohesive product and technical refresh, with the work to be broken into focused issues later. Goals: - Make the portfolio overview, holdings list, account detail, and buy/sell history clear, polished, responsive, accessible, and useful on mobile and desktop. - Make quantities, unit prices, quote currencies, converted cash values, gains/losses, and manual assets easy to understand and financially correct. Preserve linked cash-to-investment transfer behavior. - Improve loading and refresh performance, avoid repeated per-account request waterfalls, and show reliable loading, empty, stale-price, missing-FX, and error states. - Simplify component and data ownership so edits, refreshes, and valuation rules are easier to maintain and harder to break. Respect privacy settings throughout. - Back the rework with focused tests for calculations, currency handling, transaction history, and key UI flows. Done when the Investments page feels coherent and dependable, performs well with many holdings, and its financial numbers can be traced and verified across the client, API, and MCP where relevant. No due date is set; issues will be scoped and added after a focused review.
No due date•28/28 issues closed