feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate

Snapshot of in-progress module work across multiple slices:

- Dealer Flow: dealerExposureEngine, dealerMapService, dealerMapExplain,
  dealerMapIntegrity, dealerMapReplay, dealerStudyEngine, hanStyleLevels
- Mirror Portfolio (M21): fundRepository, captureIngest, mirrorAlertProducers,
  fund holdings strip, live book, position capture ingest
- Options: BSM, NormalizedOptionSurface types, OptionsChainRouter,
  ConvexityGate, option legs panel
- Alert producers: vixLevel, rotation, thesis, unlock, portfolioRisk,
  mirror (fund_capture, fund_13f, mirror_diff)
- FINRA short interest adapter + queue integration
- SEC company tickers adapter + ingest (symbol search index seed)
- Vendor gate (rate-limit-first data plane, ADR-0009)
- CUSIP registry, reverse 13F refresh, stock float service
- LRU cache, portfolio backtest engine
- Frontend: dealer-flow, funds, journal, lab, monitor, plan, portfolio,
  reports, screener, strategies, theses, guided-start, exits, more pages
- Volume profile, workspace profile, visibility-aware poll
- ADRs 0010 (mirror math not advice), 0011 (symbol search index)
- VENDOR_INTEGRATIONS.md, END_USER_TEST.md
- .gitignore: exclude DBs, .DS_Store, local config, agent scratch

app/src/components/PortfolioPanel.tsx

@@ -5,16 +5,10 @@ import { UI_STRINGS } from "@/lib/strings";
 import { Card, CardHeader, Button, Input } from "@/components/ui";
 
 export interface PortfolioPanelProps {
-  /** Called after holdings change so parents (e.g. Risk) can refresh posture. */
   onChange?: (holdings: PortfolioHolding[]) => void;
-  /** When true, omit outer Card chrome (parent already provides a card). */
   bare?: boolean;
 }
 
-/**
- * Record open holdings (symbol / shares / avg cost). Feeds risk posture, not the watchlist.
- * ADR-0007: user-owned records only - no trade instructions.
- */
 export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps) {
   const [holdings, setHoldings] = useState<PortfolioHolding[]>([]);
   const [draftSymbol, setDraftSymbol] = useState("");
@@ -23,6 +17,9 @@ export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps)
   const [loading, setLoading] = useState(true);
   const [busy, setBusy] = useState(false);
   const [error, setError] = useState<string | null>(null);
+  const [editing, setEditing] = useState<string | null>(null);
+  const [editShares, setEditShares] = useState("");
+  const [editCost, setEditCost] = useState("");
 
   const load = useCallback(async (): Promise<PortfolioHolding[] | null> => {
     try {
@@ -84,19 +81,54 @@ export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps)
     }
   };
 
+  const startEdit = (h: PortfolioHolding) => {
+    setEditing(h.symbol);
+    setEditShares(String(h.shares));
+    setEditCost(String(h.avg_cost));
+    setError(null);
+  };
+
+  const cancelEdit = () => {
+    setEditing(null);
+    setEditShares("");
+    setEditCost("");
+  };
+
+  const saveEdit = async (symbol: string) => {
+    const shares = parseFloat(editShares);
+    const avgCost = parseFloat(editCost);
+    if (!Number.isFinite(shares) || shares <= 0 || !Number.isFinite(avgCost) || avgCost < 0) {
+      setError("Shares must be positive and avg cost must be 0 or more.");
+      return;
+    }
+    setBusy(true);
+    setError(null);
+    try {
+      await api.portfolio.updateHolding(symbol, { shares, avgCost });
+      setEditing(null);
+      const next = await load();
+      if (next) notifyChange(next);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : "Could not update holding.");
+    } finally {
+      setBusy(false);
+    }
+  };
+
   const totalValue = holdings.reduce((sum, h) => sum + h.shares * h.avg_cost, 0);
 
   const body = (
     <>
-      <p className="text-xs text-fg-muted mb-3">{UI_STRINGS.portfolioCaption}</p>
-      <p className="text-xs text-fg-faint mb-3">{UI_STRINGS.portfolioVsWatchlist}</p>
+      {UI_STRINGS.portfolioCaption ? (
+        <p className="text-xs text-fg-muted mb-3">{UI_STRINGS.portfolioCaption}</p>
+      ) : null}
 
       <div className="grid grid-cols-1 sm:grid-cols-4 gap-2">
         <label className="block text-xs text-fg-muted sm:col-span-1">
           Symbol
           <Input
             value={draftSymbol}
-            onChange={(e) => setDraftSymbol(e.target.value)}
+            onChange={(e) => { setDraftSymbol(e.target.value); setError(null); }}
             placeholder="e.g. AAPL"
             className="mt-1"
             disabled={busy}
@@ -106,7 +138,7 @@ export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps)
           Shares
           <Input
             value={draftShares}
-            onChange={(e) => setDraftShares(e.target.value)}
+            onChange={(e) => { setDraftShares(e.target.value); setError(null); }}
             placeholder="100"
             type="number"
             className="mt-1"
@@ -117,7 +149,7 @@ export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps)
           Avg cost ($)
           <Input
             value={draftCost}
-            onChange={(e) => setDraftCost(e.target.value)}
+            onChange={(e) => { setDraftCost(e.target.value); setError(null); }}
             placeholder="150.00"
             type="number"
             step="0.01"
@@ -145,26 +177,59 @@ export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps)
             <span className="text-right">Shares</span>
             <span className="text-right">Avg cost</span>
             <span className="text-right">Cost basis</span>
-            <span />
+            <span className="text-right" />
           </div>
           {holdings.map((h) => (
-            <div
-              key={h.symbol}
-              className="grid grid-cols-[minmax(0,1fr)_4.5rem_5rem_5rem_4rem] gap-2 items-center py-1.5 text-sm rounded hover:bg-surface-sunken transition-colors"
-            >
-              <span className="font-mono text-fg truncate">{h.symbol}</span>
-              <span className="text-right tnum text-fg-muted">{h.shares}</span>
-              <span className="text-right tnum text-fg-muted">${h.avg_cost.toFixed(2)}</span>
-              <span className="text-right tnum text-fg">${(h.shares * h.avg_cost).toFixed(0)}</span>
-              <button
-                type="button"
-                onClick={() => remove(h.symbol)}
-                disabled={busy}
-                className="text-xs text-fg-faint hover:text-danger text-right disabled:opacity-50"
+            editing === h.symbol ? (
+              <div key={h.symbol} className="grid grid-cols-[minmax(0,1fr)_4.5rem_5rem_5rem_4rem] gap-2 items-center py-1.5 text-sm rounded bg-surface-sunken">
+                <span className="font-mono text-fg truncate">{h.symbol}</span>
+                <Input
+                  value={editShares}
+                  onChange={(e) => setEditShares(e.target.value)}
+                  type="number"
+                  className="text-right"
+                  disabled={busy}
+                />
+                <Input
+                  value={editCost}
+                  onChange={(e) => setEditCost(e.target.value)}
+                  type="number"
+                  step="0.01"
+                  className="text-right"
+                  disabled={busy}
+                />
+                <span className="text-right tnum text-fg">
+                  ${(parseFloat(editShares || "0") * parseFloat(editCost || "0")).toFixed(0)}
+                </span>
+                <div className="flex gap-1 justify-end">
+                  <Button size="sm" variant="ghost" onClick={() => saveEdit(h.symbol)} disabled={busy}>
+                    Save
+                  </Button>
+                  <Button size="sm" variant="ghost" onClick={cancelEdit} disabled={busy}>
+                    Cancel
+                  </Button>
+                </div>
+              </div>
+            ) : (
+              <div
+                key={h.symbol}
+                className="grid grid-cols-[minmax(0,1fr)_4.5rem_5rem_5rem_4rem] gap-2 items-center py-1.5 text-sm rounded hover:bg-surface-sunken transition-colors cursor-pointer"
+                onClick={() => startEdit(h)}
               >
-                Remove
-              </button>
-            </div>
+                <span className="font-mono text-fg truncate">{h.symbol}</span>
+                <span className="text-right tnum text-fg-muted">{h.shares}</span>
+                <span className="text-right tnum text-fg-muted">${h.avg_cost.toFixed(2)}</span>
+                <span className="text-right tnum text-fg">${(h.shares * h.avg_cost).toFixed(0)}</span>
+                <button
+                  type="button"
+                  onClick={(e) => { e.stopPropagation(); remove(h.symbol); }}
+                  disabled={busy}
+                  className="text-xs text-fg-faint hover:text-danger text-right disabled:opacity-50"
+                >
+                  Remove
+                </button>
+              </div>
+            )
           ))}
           <div className="flex justify-between pt-2 border-t border-line text-sm font-semibold text-fg">
             <span>Cost-basis total</span>
@@ -181,7 +246,6 @@ export function PortfolioPanel({ onChange, bare = false }: PortfolioPanelProps)
     <Card>
       <CardHeader title={UI_STRINGS.portfolioTitle} />
       {body}
-      <p className="mt-4 text-[10px] text-fg-faint italic">{UI_STRINGS.primaryRuleFooter}</p>
     </Card>
   );
 }