Holdings — what a household owns, and the four ways it says so

⚠ This heading named the paste alone while the page mounted five surfaces; the four below it are the rest. Pasting an update from a broker: paste, read, check, confirm. The confirm counts what will actually be written and not the rows on screen: a dividend never writes units, because a line never says whether it was paid out or reinvested. The reading is a model call and is inert until a composition holds a provider credential, so nothing read it is the ordinary state for now.

The snapshot paste — a positions screen copied out

Sheet 09’s own grid. It makes no model call, so there are two stages rather than three and no Read by AI notice: the figures are read by a parser, and telling somebody to check them would teach them to distrust the one set in this feature nothing guessed at. The foot names whichever blocker is actually in the way — four of the five are not about matching.

The Investments screen

One total, derived from the rows the table draws — the drawing has four for one portfolio and none of them is the sum of the rows it is a total of. By personregroups across the accounts one person owns, which is sheet 09’s implementation and not the app’s relabel, and the toggle is drawn only where somebody has said whose an account is. The as-of pill is about the feed, which is why the hand-priced holding dated the 12th does not move it.

Record a buy

For an order a bank file will not show. The drawn gate names two faults and this form has seven — the date is not validated at all there, and its parser answers 0 for an empty field, for unreadable text and for a genuine zero alike. Every fault is named, on the field it is about, and all of them at once. The search is over what this household already holds; an empty catalogue is its own state rather than nothing matches.

The two side panels

A price set by hand and the list the return per year is computed from. Values append— a second mark on a day already priced is a correction, and the figure it replaced is the one row struck through, which is the only dimming this panel can derive. The flow list’s foot counts the whole list rather than what is drawn, and its add row carries a note field the drawing has not got: the drawn list fills that column on every row and the drawn form cannot write one.