Portfolio Tracker

final effectiveCurrency = h.holding.assetType == AssetType.crypto
    ? 'USD'
    : h.holding.currency;

// Build the forex pair key for lookup
final rateKey = '$effectiveCurrency$displayCurrency'; // e.g. "USDSGD"
final fxRate = fxRates[rateKey] ?? 1.0;
final convertedValue = marketValue * fxRate;

final portfolioFxRatesProvider = FutureProvider<Map<String, double>>((ref) async {
    final holdings = await ref.watch(holdingsProvider.future);
    final displayCurrency = ref.watch(currencyProvider);

    // Collect unique foreign currencies in this portfolio
    final needed = <String>{};
    for (final h in holdings) {
        final eff = h.assetType == AssetType.crypto ? 'USD' : h.currency;
        if (eff != displayCurrency) needed.add('$eff$displayCurrency');
    }
    // Always include USD if portfolio has crypto and display != USD
    if (holdings.any((h) => h.assetType == AssetType.crypto) && displayCurrency != 'USD') {
        needed.add('USD$displayCurrency');
    }

    return marketService.getForexRates(needed.toList());
});

// Use formatConverted when the value needs FX conversion
// (individual holding tiles, cost basis per holding)
formatConverted(value, displayCurrency, rates, baseCurrency: effectiveCurrency)
// → applies fxRates['USDSGD'] conversion

// Use format when value is already in displayCurrency
// (hero total, pre-summed market value)
format(value, displayCurrency)
// → no conversion, just number formatting

final _stockCache = <String, _CacheEntry<Map<String, StockPriceData>>>{};
// Cache key: sorted symbols joined with commas → "AAPL,MSFT,TSLA"

final _inflightStock = <String, Completer<Map<String, StockPriceData>>>{};
// If holdingsProvider and heatmapProvider both fire for same symbols at the same time,
// the second call gets the first call's future — zero duplicate HTTP requests.

Future<BatchMarketData> getBatchData({
    List<String> stockSymbols = const [],
    List<String> cryptoIds = const [],
    List<String> forexPairs = const [],
})

double _calculateFDCurrentValue(Holding h) {
    // Rate parsed from notes field via regex: r'\d+\.?\d*%'
    // e.g. notes = "3.5% p.a." → rate = 3.5
    final rateMatch = RegExp(r'(\d+\.?\d*)%').firstMatch(h.notes ?? '');
    final rate = double.tryParse(rateMatch?.group(1) ?? '') ?? 0.0;
    final years = DateTime.now().difference(h.purchaseDate!).inDays / 365.0;
    return h.quantity * h.avgPrice * (1 + rate / 100 * years);
}

// gold → XAU=F (futures), silver → SI=F, etc.
// Used only if user enters the metal name directly rather than the ETF ticker

final coinId = h.symbol.toLowerCase();

costBasis = Σ (quantity × avgPrice × fxRate)

marketValue = Σ (quantity × currentPrice × fxRate)

totalReturn% = ((marketValue - costBasis) / costBasis) × 100

pnl = quantity × (currentPrice - avgPrice)
pnl% = ((currentPrice - avgPrice) / avgPrice) × 100

// assetType differentiates the backend endpoint called
ref.watch(assetHistoryProvider((symbol: 'AAPL', period: '1mo', assetType: 'stock')))

final portfolioSparklineProvider = FutureProvider<List<double>>((ref) async {
    // Splits holdings into two groups:
    // market: stocks/crypto that have yfinance/CoinGecko history
    // non-market: FD/bonds/real estate (use avgPrice as flat line)
    //
    // For market holdings: fetch 14d history per symbol, multiply by quantity, sum daily
    // For non-market: add flat contribution to every day
    // Returns 14 data points
});