feat(account): add Result tab with return vs Moscow Exchange index (WealthLedger/main#54)

src/entities/broker-operation/model/display.ts

@@ -49,6 +49,10 @@ function entryLabelKey(operation: BrokerageOperation): string {
 	return `ledger.category.${operation.category}`;
 }
 
+function isCouponPayment(operation: BrokerageOperation): boolean {
+	return isOperationType(operation.type, OperationType.Coupon);
+}
+
 function isIncomePayment(operation: BrokerageOperation): boolean {
 	return [OperationType.Coupon, OperationType.Dividend].some(type =>
 		isOperationType(operation.type, type),
@@ -131,6 +135,7 @@ function paymentPresentation(
 export {
 	brokerageOperationGroupKey,
 	entryLabelKey,
+	isCouponPayment,
 	isIncomePayment,
 	isZeroDecimal,
 	operationLabelKey,

src/entities/broker-operation/ui/OperationGroup.test.tsx

@@ -55,23 +55,27 @@ function renderGroup(
 }
 
 describe("OperationGroup", () => {
-	it("shows the header, exact total and separate card rows per account", () => {
+	it("shows the received coupon and positive totals in flat account rows", () => {
 		renderGroup([
-			operation("1", { id: "broker", name: "Брокерский" }, "0.1"),
+			{ ...operation("1", { id: "broker", name: "Брокерский" }, "0.1"), description: "Выплата купонов СФО ВТБ РКС Эталон 04" },
 			operation("2", { id: "iis", name: "ИИС" }, "0.2"),
 		]);
 
-		expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
+		expect(screen.getByText("Выплата купонов СФО ВТБ РКС Эталон 04")).toBeInTheDocument();
 		expect(screen.getByText("+0,3 ₽")).toBeInTheDocument();
 
 		const accounts = within(screen.getByRole("list", {
-			name: /Купон · BOND, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
+			name: /Выплата купонов СФО ВТБ РКС Эталон 04, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
 		}));
 
 		expect(accounts.getByRole("listitem", { name: "Брокерский, +0,1 ₽" }))
 			.toHaveTextContent("Купон");
+		expect(accounts.getByText("+0,1 ₽")).toHaveClass(/positive/);
 		expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
 			.toHaveTextContent("Купон");
+		expect(accounts.getByText("+0,2 ₽")).toHaveClass(/positive/);
+		expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
+			.not.toHaveClass("EntryGroup_accountCardRow");
 		expect(accounts.queryByText(/Исполнено/)).not.toBeInTheDocument();
 		expect(accounts.queryByRole("link")).not.toBeInTheDocument();
 	});
@@ -83,8 +87,10 @@ describe("OperationGroup", () => {
 		]);
 
 		expect(screen.getByRole("list", {
-			name: /Купон · BOND, Исполнено .*Итог недоступен/,
+			name: /Выплата купонов BOND, Исполнено .*Итог недоступен/,
 		})).toBeInTheDocument();
+		expect(screen.getByText("Итог недоступен")).toBeInTheDocument();
+		expect(screen.getByText("—")).not.toHaveClass(/positive/);
 	});
 
 	it.each(["0", "0.000"])(
@@ -114,6 +120,7 @@ describe("OperationGroup", () => {
 			operation("2", { id: "iis", name: "ИИС" }, "-100"),
 		]);
 		expect(screen.getByText("0 ₽")).toBeInTheDocument();
+		expect(screen.getByText("−100 ₽")).toHaveClass(/negative/);
 	});
 
 	it("renders repeated ids inside one group as separate rows", () => {
@@ -123,7 +130,7 @@ describe("OperationGroup", () => {
 		]);
 
 		expect(screen.getByText("+30 ₽")).toBeInTheDocument();
-		const accounts = within(screen.getByRole("list", { name: /Купон/ }));
+		const accounts = within(screen.getByRole("list", { name: /Выплата купонов/ }));
 		expect(accounts.getAllByText("Брокерский")).toHaveLength(1);
 		expect(accounts.getAllByText("ИИС")).toHaveLength(1);
 		expect(accounts.getAllByRole("listitem")).toHaveLength(2);

src/entities/broker-operation/ui/OperationGroup.tsx

@@ -9,12 +9,13 @@ import {
 	sumMoney,
 	totalText,
 } from "@/shared/lib";
-import { AccountCardRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
+import { AccountCardRow, AccountRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
 
 import type { BrokerageOperation } from "../api/useBrokerageOperations";
 
 import {
 	entryLabelKey,
+	isCouponPayment,
 	isZeroDecimal,
 	operationLabelKey,
 	paymentPresentation,
@@ -37,6 +38,8 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
 		? entryLabelKey(first)
 		: operationLabelKey(first.type));
 
+	const isCoupon = isCouponPayment(first);
+
 	const instrument
 		= first.ticker ?? first.instrumentType ?? t("ledger.noInstrument");
 
@@ -52,9 +55,21 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
 		: null;
 
 	const date = formatSnapshotDay(first.occurredAt);
-	const title = `${typeLabel} · ${instrument}`;
+	const description = first.description.trim();
+	let title = `${typeLabel} · ${instrument}`;
+
+	if (isCoupon) {
+		title = description && description.toLocaleLowerCase() !== "купон"
+			? description
+			: t("ledger.couponPayment", { instrument });
+	}
+
 	const totalsText = totalText(totals, true);
 
+	const totalTone = isCoupon && totals?.length && totals.every(total => !isZeroDecimal(total.value) && !total.value.startsWith("-"))
+		? "positive"
+		: "neutral";
+
 	const accessibleName = [
 		title,
 		t("payout.executedAt", { date }),
@@ -63,13 +78,14 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
 
 	return (
 		<EntryGroup
+			flat={isCoupon}
 			header={(
 				<EntryCard
 					imageSrc={instrumentLogoUrl(first.logoName)}
 					initial={(first.ticker?.trim()[0] ?? "?").toUpperCase()}
 					metadata={t("payout.executedAt", { date })}
 					title={title}
-					tone="neutral"
+					tone={totalTone}
 					value={<EntryGroupTotal isSigned totals={totals} />}
 					valueLabel={typeLabel}
 					wrap
@@ -80,14 +96,15 @@ const OperationGroup: FC<OperationGroupProps> = (props) => {
 			{props.entries.map(({ key, operation }) => {
 				const payment = paymentPresentation(operation);
 
-				return (
-					<AccountCardRow
-						accountName={operation.account?.name ?? "—"}
-						key={key}
-						value={payment.amount}
-						valueLabel={t(payment.label)}
-					/>
-				);
+				const accountRowProps = {
+					accountName: operation.account?.name ?? "—",
+					value: payment.amount,
+					valueLabel: t(payment.label),
+				};
+
+				return isCoupon
+					? <AccountRow key={key} {...accountRowProps} tone={payment.tone} />
+					: <AccountCardRow key={key} {...accountRowProps} />;
 			})}
 		</EntryGroup>
 	);

src/entities/performance/api/usePerformance.ts

@@ -0,0 +1,20 @@
+import { apiQueryClient, type paths, useAuthenticatedQuery } from "@/shared/api";
+
+type Performance = NonNullable<
+	paths["/api/v1/brokerage-accounts/{accountId}/performance"]["get"]["responses"][200]["content"]["application/json"]["data"]
+>;
+
+function usePerformance(accountId: string) {
+	return useAuthenticatedQuery({
+		meta: { accessGroup: "brokerage" },
+		...apiQueryClient.queryOptions(
+			"get",
+			"/api/v1/brokerage-accounts/{accountId}/performance",
+			{ params: { path: { accountId } } },
+		),
+		enabled: Boolean(accountId),
+		staleTime: 30_000,
+	});
+}
+
+export { type Performance, usePerformance };

src/entities/performance/index.ts

@@ -0,0 +1 @@
+export { type Performance, usePerformance } from "./api/usePerformance";

src/features/tbank-connection/model/screen-sync.test.tsx

@@ -10,6 +10,9 @@ import { server } from "@/test/server";
 
 import { useScreenSync } from "../index";
 
+const TRANSPORT_ATTEMPTS = 3;
+const TRANSPORT_RECOVERY_MS = 3000;
+
 function auth() {
 	configureAuthClient({
 		accessToken: () => "synthetic",
@@ -28,11 +31,13 @@ describe("read-only screen synchronization", () => {
 				gets += 1;
 				syncModes.push(new URL(request.url).searchParams.get("sync"));
 
-				return gets === 1
+				// The transport retries a transient read twice (1 s, 2 s) on its own.
+				return gets <= TRANSPORT_ATTEMPTS
 					? HttpResponse.json({ code: "TBANK_UNAVAILABLE" }, { status: 503 })
 					: HttpResponse.json(resource([]));
 			}),
 		);
+		vi.useFakeTimers();
 
 		const { result } = renderHook(
 			() => {
@@ -46,12 +51,26 @@ describe("read-only screen synchronization", () => {
 			{ wrapper: createQueryWrapper().wrapper },
 		);
 
-		await waitFor(() => expect(gets).toBe(1));
-		await act(async () => result.current.sync.retry());
-		await waitFor(() => expect(result.current.accounts.data).toEqual([]));
+		try {
+			// Exhaust the transport back-off so the query settles in error.
+			await vi.waitFor(async () => {
+				await act(() => vi.advanceTimersByTimeAsync(TRANSPORT_RECOVERY_MS));
+				expect(result.current.sync.transportError).toBe(true);
+			});
+			expect(gets).toBe(TRANSPORT_ATTEMPTS);
 
-		expect(gets).toBe(2);
-		expect(syncModes).toEqual([null, null]);
+			await act(async () => result.current.sync.retry());
+			await vi.waitFor(async () => {
+				await act(() => vi.advanceTimersByTimeAsync(0));
+				expect(result.current.accounts.data).toEqual([]);
+			});
+		}
+		finally {
+			vi.useRealTimers();
+		}
+
+		expect(gets).toBe(TRANSPORT_ATTEMPTS + 1);
+		expect(syncModes).toEqual(Array.from({ length: gets }, () => null));
 	});
 
 	it("refreshes the currently open resources together", async () => {

src/pages/account-income/ui/AccountIncomePage/AccountIncomePage.test.tsx

@@ -817,11 +817,11 @@ describe("income period and snapshot boundary", () => {
 		);
 		renderPage(undefined, "all");
 
-		expect(await screen.findByText("Купон · BOND")).toBeInTheDocument();
+		expect(await screen.findByText("Выплата купонов BOND")).toBeInTheDocument();
 		expect(screen.getByText("+30 ₽")).toBeInTheDocument();
 
 		const accounts = within(screen.getByRole("list", {
-			name: /Купон · BOND, Исполнено/,
+			name: /Выплата купонов BOND, Исполнено/,
 		}));
 
 		expect(accounts.getByText("Брокерский")).toBeInTheDocument();
@@ -856,7 +856,7 @@ describe("income period and snapshot boundary", () => {
 		expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
 
 		const accounts = within(screen.getByRole("list", {
-			name: /Купон · BOND/,
+			name: /Выплата купонов BOND/,
 		}));
 
 		expect(accounts.getAllByRole("listitem")).toHaveLength(2);
@@ -889,7 +889,7 @@ describe("income period and snapshot boundary", () => {
 		);
 		const view = renderPage(undefined, "all");
 
-		await screen.findByText("Купон · BOND");
+		await screen.findByText("Выплата купонов BOND");
 		expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
 		view.unmount();
 

src/pages/account-operations/ui/AccountOperationsPage/AccountOperationsPage.test.tsx

@@ -787,10 +787,10 @@ describe("all-account operation groups", () => {
 		fireEvent.click(screen.getByRole("button", { name: "Далее" }));
 
 		const accounts = await screen.findByRole("list", {
-			name: /Купон · BOND, Исполнено/,
+			name: /Выплата купонов BOND, Исполнено/,
 		});
 
-		expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
+		expect(screen.getByText("Выплата купонов BOND")).toBeInTheDocument();
 		expect(screen.getByText("+200 ₽")).toBeInTheDocument();
 		expect(within(accounts).getAllByRole("listitem")).toHaveLength(2);
 

src/pages/account/model/performance.ts

@@ -0,0 +1,105 @@
+import type { Performance } from "@/entities/performance";
+
+import { formatDate, formatMoney, formatPercentagePoints, formatSignedPercent } from "@/shared/lib";
+
+type TextValue = { tone: Tone; value: string };
+
+type Tone
+	= | "negative"
+		| "neutral"
+		| "positive";
+
+const reasonLabels: Record<string, string> = {
+	ACCOUNT_VALUATION_DATES_DIFFER: "Оценки счетов сделаны в разные дни",
+	AMBIGUOUS_RETURN: "У расчёта доходности несколько возможных решений",
+	HISTORY_START_UNKNOWN: "Начало истории счёта неизвестно",
+	INDEX_HISTORY_UNAVAILABLE: "История индекса временно недоступна",
+	NO_SOLUTION: "Расчёт доходности не сходится",
+	NON_RUB_ACTIVITY: "Есть операции или позиции не в рублях",
+	OPERATIONS_HISTORY_INCOMPLETE: "История операций ещё не получена полностью",
+	PORTFOLIO_VALUATION_INCOMPLETE: "Нет полной оценки портфеля",
+	UNCONFIRMED_TRANSFER: "Перевод между счетами не удалось подтвердить",
+	UNVALUED_SECURITIES_TRANSFER: "Бумаги переведены без денежной оценки",
+};
+
+const unknownReason = "Причину недоступности не удалось определить";
+
+function performanceVm(data: Performance) {
+	return {
+		basis: data.return.basis,
+		comparison: data.outperformance
+			? {
+					money: signedMoney(data.outperformance.money),
+					points: valueText(
+						data.outperformance.percentagePoints,
+						formatPercentagePoints,
+					),
+				}
+			: null,
+		current: formatMoney(data.currentValue),
+		currentPoint: data.series.length > 0
+			? { date: formatDate(`${data.series.at(-1)?.date ?? data.period.to}T00:00:00Z`) }
+			: null,
+		days: data.period.days,
+		excluded: data.excludedAccounts.map(item => ({
+			id: item.accountId,
+			name: item.name,
+			reason: reasonText(item.reason),
+		})),
+		from: data.period.from,
+		indexReason: data.benchmark.unavailableReason
+			? reasonText(data.benchmark.unavailableReason)
+			: null,
+		indexReturn: valueText(data.benchmark.return.value, formatSignedPercent),
+		indexValue: data.benchmark.value ? formatMoney(data.benchmark.value) : "—",
+		invested: formatMoney(data.netInvested),
+		profit: signedMoney(data.profit),
+		returnReason: data.return.unavailableReason
+			? reasonText(data.return.unavailableReason)
+			: null,
+		returnValue: valueText(data.return.value, formatSignedPercent),
+		series: data.series.map(item => ({
+			benchmarkValue: Number(item.benchmarkValue),
+			date: item.date,
+			label: formatDate(`${item.date}T00:00:00Z`),
+			netInvested: Number(item.netInvested),
+			referenceValue: item.referenceValue === null
+				? null
+				: Number(item.referenceValue),
+		})),
+		to: data.period.to,
+	};
+}
+
+function reasonText(reason: string): string {
+	// eslint-disable-next-line security/detect-object-injection -- Lookup accepts only an API reason, with a safe fallback.
+	return reasonLabels[reason] ?? unknownReason;
+}
+
+function signedMoney(value: Performance["profit"]): TextValue {
+	return {
+		tone: tone(value.value),
+		value: formatMoney(value, { withSign: true }),
+	};
+}
+
+function tone(value: string): Tone {
+	const number = Number(value);
+	if (number > 0) return "positive";
+
+	return number < 0 ? "negative" : "neutral";
+}
+
+// Tone follows the displayed text, so "0,0 %" is never coloured.
+function valueText(
+	value: null | string,
+	format: (value: string) => string,
+): TextValue {
+	if (value === null) return { tone: "neutral", value: "—" };
+	const text = format(value);
+	if (text.startsWith("+")) return { tone: "positive", value: text };
+
+	return { tone: text.startsWith("−") ? "negative" : "neutral", value: text };
+}
+
+export { performanceVm, reasonText };

src/pages/account/ui/AccountPage/AccountPage.test.tsx

@@ -1655,7 +1655,7 @@ describe("AccountPage states", () => {
 		await screen.findByRole("heading", { level: 1, name: "Все счета" });
 
 		const operationGroup = screen.getByRole("list", {
-			name: /Купон · BOND, Исполнено/,
+			name: /Выплата купонов BOND, Исполнено/,
 		});
 
 		expect(screen.getByText("+500 ₽")).toBeInTheDocument();

src/pages/account/ui/AccountPage/components/AccountPageLoaded.view.tsx

@@ -30,6 +30,7 @@ import { AccountHeading } from "./AccountHeading.view";
 import { Concentration } from "./Concentration/Concentration.view";
 import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
 import { IncomeSummary } from "./IncomeSummary.view";
+import { PerformanceTab } from "./Performance/PerformanceTab";
 import { PortfolioStructure } from "./PortfolioStructure/PortfolioStructure";
 import { PositionSection } from "./PositionSection.view";
 import { RecentOperations } from "./RecentOperations.view";
@@ -148,6 +149,8 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
 					<Tabs.Tab value="events">{t("portfolio.tabs.events")}</Tabs.Tab>
 
 					<Tabs.Tab value="income">{t("portfolio.tabs.income")}</Tabs.Tab>
+
+					<Tabs.Tab value="performance">{t("portfolio.tabs.performance")}</Tabs.Tab>
 				</Tabs.List>
 
 				<Tabs.Panel value="positions">
@@ -211,6 +214,10 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
 						/>
 					)}
 				</Tabs.Panel>
+
+				<Tabs.Panel value="performance">
+					{props.accountId && <PerformanceTab accountId={props.accountId} />}
+				</Tabs.Panel>
 			</Tabs>
 		</Stack>
 	);

src/pages/account/ui/AccountPage/components/Performance/Performance.module.css

@@ -0,0 +1,3 @@
+.positive { color: var(--wl-color-positive); }
+.negative { color: var(--wl-color-negative); }
+.neutral { color: var(--mantine-color-dark-7); }

src/pages/account/ui/AccountPage/components/Performance/Performance.stories.tsx

@@ -0,0 +1,106 @@
+import type { Meta, StoryObj } from "@storybook/react-vite";
+
+import type { Performance } from "@/entities/performance";
+
+import { PerformanceView } from "./Performance.view";
+
+const rub = (value: string) => ({ currency: "RUB", value });
+
+const series = Array.from({ length: 24 }, (_, month) => {
+	const date = new Date(Date.UTC(2024, month, 1)).toISOString().slice(0, 10);
+	const invested = 300_000 + Math.floor(month / 6) * 150_000;
+
+	return {
+		benchmarkValue: String(Math.round(invested * (1 + month * 0.009))),
+		date,
+		netInvested: String(invested),
+		referenceValue: String(Math.round(invested * (1 + month * 0.004))),
+	};
+});
+
+const data: Performance = {
+	accountId: "account-1",
+	benchmark: {
+		asOf: "2025-12-01",
+		code: "MCFTRR",
+		return: { basis: "annual", unavailableReason: null, value: "0.108" },
+		unavailableReason: null,
+		value: rub("1387973"),
+	},
+	calculatedAt: "2025-12-01T00:00:00Z",
+	completeness: "complete",
+	currentValue: rub("1536400"),
+	excludedAccounts: [],
+	netInvested: rub("1060000"),
+	outperformance: { money: rub("148427"), percentagePoints: "0.043" },
+	period: { days: 700, from: "2024-01-01", to: "2025-12-01" },
+	profit: rub("476400"),
+	reference: {
+		asOf: "2025-12-01",
+		code: "IMOEX",
+		return: { basis: "annual", unavailableReason: null, value: "0.047" },
+		unavailableReason: null,
+		value: rub("1150000"),
+	},
+	return: { basis: "annual", unavailableReason: null, value: "0.151" },
+	series,
+};
+
+const meta = {
+	args: { data },
+	component: PerformanceView,
+	parameters: {
+		docs: {
+			description: {
+				component:
+					"Вкладка «Результат»: доходность, прибыль, те же деньги в индексе Мосбиржи и опережение. Синтетический серверный ответ без расчётов на клиенте.",
+			},
+		},
+	},
+	tags: ["autodocs"],
+	title: "Product/Performance",
+} satisfies Meta<typeof PerformanceView>;
+
+export default meta;
+
+type Story = StoryObj<typeof meta>;
+
+export const Ahead: Story = {};
+
+export const Behind: Story = {
+	args: {
+		data: {
+			...data,
+			currentValue: rub("1172400"),
+			outperformance: { money: rub("-215573"), percentagePoints: "-0.068" },
+			profit: rub("112400"),
+			return: { basis: "annual", unavailableReason: null, value: "0.04" },
+		},
+	},
+};
+
+export const ShortHistory: Story = {
+	args: {
+		data: {
+			...data,
+			benchmark: {
+				...data.benchmark,
+				return: { basis: "period", unavailableReason: null, value: "0.112" },
+			},
+			period: { days: 277, from: "2025-02-27", to: "2025-12-01" },
+			return: { basis: "period", unavailableReason: null, value: "0.074" },
+		},
+	},
+};
+
+export const Incomplete: Story = {
+	args: {
+		data: {
+			...data,
+			completeness: "incomplete",
+			excludedAccounts: [
+				{ accountId: "usd", name: "Валютный", reason: "NON_RUB_ACTIVITY" },
+			],
+		},
+	},
+};

src/pages/account/ui/AccountPage/components/Performance/Performance.view.tsx

@@ -0,0 +1,185 @@
+import { LineChart } from "@mantine/charts";
+import {
+	Accordion,
+	ActionIcon,
+	Alert,
+	Group,
+	Paper,
+	SimpleGrid,
+	Stack,
+	Text,
+	Title,
+	Tooltip,
+} from "@mantine/core";
+import { useTranslation } from "react-i18next";
+
+import type { Performance } from "@/entities/performance";
+
+import { formatChartValue, formatDate } from "@/shared/lib";
+
+import { performanceVm } from "../../../../model/performance";
+import classes from "./Performance.module.css";
+
+const formatRub = (value: number) => `${formatChartValue(Math.round(value))} ₽`;
+
+function PerformanceView({ data }: Readonly<{ data: Performance }>) {
+	const { t } = useTranslation();
+	const vm = performanceVm(data);
+
+	const basis = vm.basis === "annual"
+		? t("portfolio.performance.yearly")
+		: t("portfolio.performance.periodLabel", { days: vm.days });
+
+	const comparisonTone = vm.comparison?.points.tone ?? "neutral";
+	let comparisonTitle = t("portfolio.performance.marketEqual");
+	if (comparisonTone === "positive") comparisonTitle = t("portfolio.performance.marketAhead");
+	else if (comparisonTone === "negative") comparisonTitle = t("portfolio.performance.marketBehind");
+	const percentText = vm.returnValue.value;
+	const indexText = vm.indexReturn.value;
+
+	const currentLines = vm.currentPoint
+		? [{ color: "blue.6", label: t("portfolio.performance.current"), x: vm.currentPoint.date }]
+		: [];
+
+	const profitCaption = t("portfolio.performance.profitCaption", { current: vm.current, invested: vm.invested });
+
+	const chartLabel = [
+		`${t("portfolio.performance.invested")}: ${vm.invested}`,
+		`${t("portfolio.performance.benchmark")}: ${vm.indexValue}`,
+		`${t("portfolio.performance.current")}: ${vm.current}`,
+		`${t("portfolio.performance.returnLabel")}: ${percentText}`,
+	].join("; ");
+
+	return (
+		<Stack gap="md">
+			{vm.excluded.length > 0 && (
+				<Alert role="status" title={t("portfolio.performance.incomplete")}>
+					{vm.excluded.map(item => (
+						<Text key={item.id} size="sm">
+							{t("portfolio.performance.unavailableReason", item)}
+						</Text>
+					))}
+				</Alert>
+			)}
+
+			{vm.basis === "period" && (
+				<Alert role="status">
+					{t("portfolio.performance.periodNote", { days: vm.days })}
+				</Alert>
+			)}
+
+			<SimpleGrid cols={{ base: 1, lg: 4, sm: 2 }}>
+				<Paper component="dl" m={0} p="md" withBorder>
+					<Text component="dt" size="sm">{t("portfolio.performance.returnLabel")}</Text>
+
+					<Text className={classes[vm.returnValue.tone]} component="dd" fw={700} m={0} size="xl">
+						{percentText}
+					</Text>
+
+					<Text c="dimmed" size="xs">{vm.returnReason ?? basis}</Text>
+				</Paper>
+
+				<Paper component="dl" m={0} p="md" withBorder>
+					<Text component="dt" size="sm">{t("portfolio.performance.profit")}</Text>
+
+					<Text className={classes[vm.profit.tone]} component="dd" fw={700} m={0} size="xl">
+						{vm.profit.value}
+					</Text>
+
+					<Text c="dimmed" size="xs">{profitCaption}</Text>
+				</Paper>
+
+				<Paper component="dl" m={0} p="md" withBorder>
+					<Group gap="xs">
+						<Text component="dt" size="sm">{t("portfolio.performance.benchmark")}</Text>
+
+						<Tooltip
+							events={{ focus: true, hover: true, touch: true }}
+							label={t("portfolio.performance.benchmarkHint")}
+							multiline
+							w={280}
+						>
+							<ActionIcon
+								aria-label={t("portfolio.performance.benchmarkHint")}
+								size="xs"
+								variant="subtle"
+							>?
+							</ActionIcon>
+						</Tooltip>
+					</Group>
+
+					<Text component="dd" fw={700} m={0} size="xl">{indexText}</Text>
+
+					<Text c="dimmed" size="xs">
+						{vm.indexReason ?? `${basis} · ${vm.indexValue}`}
+					</Text>
+				</Paper>
+
+				<Paper component="dl" m={0} p="md" withBorder>
+					<Text component="dt" size="sm">
+						{comparisonTitle}
+					</Text>
+
+					<Text
+						className={classes[vm.comparison?.points.tone ?? "neutral"]}
+						component="dd"
+						fw={700}
+						m={0}
+						size="xl"
+					>
+						{vm.comparison?.points.value ?? "—"}
+					</Text>
+
+					<Text c="dimmed" size="xs">{vm.comparison?.money.value ?? vm.indexReason ?? vm.returnReason}</Text>
+				</Paper>
+			</SimpleGrid>
+
+			<Paper component="section" p="md" withBorder>
+				<Title mb="sm" order={2} size="h4">{t("portfolio.performance.chartTitle")}</Title>
+
+				{vm.series.length > 0
+					? (
+							<LineChart
+								aria-label={chartLabel}
+								curveType="linear"
+								data={vm.series}
+								dataKey="label"
+								gridAxis="y"
+								h={{ base: 220, sm: 300 }}
+								lineProps={{ isAnimationActive: false }}
+								referenceLines={currentLines}
+								series={[
+									{ color: "dark.4", label: t("portfolio.performance.invested"), name: "netInvested" },
+									{ color: "orange.6", label: t("portfolio.performance.benchmark"), name: "benchmarkValue" },
+									{ color: "gray.5", label: t("portfolio.performance.reference"), name: "referenceValue", strokeDasharray: "4 3" },
+								]}
+								tooltipAnimationDuration={0}
+								valueFormatter={formatRub}
+								yAxisProps={{ domain: [0, "auto"], width: 70 }}
+							/>
+						)
+					: <Text c="dimmed">{t("portfolio.performance.benchmarkUnavailable")}</Text>}
+
+				<Text c="dimmed" mt="sm" size="sm">
+					{t("portfolio.performance.missingHistory")}
+				</Text>
+			</Paper>
+
+			<Accordion variant="contained">
+				<Accordion.Item value="method">
+					<Accordion.Control>{t("portfolio.performance.calculation")}</Accordion.Control>
+
+					<Accordion.Panel>
+						<Text size="sm">
+							{t("portfolio.performance.datePeriod", { from: formatDate(`${vm.from}T00:00:00Z`), to: formatDate(`${vm.to}T00:00:00Z`) })}
+						</Text>
+
+						<Text mt="sm" size="sm">{t("portfolio.performance.method")}</Text>
+					</Accordion.Panel>
+				</Accordion.Item>
+			</Accordion>
+		</Stack>
+	);
+}
+
+export { PerformanceView };

src/pages/account/ui/AccountPage/components/Performance/PerformanceTab.test.tsx

@@ -0,0 +1,193 @@
+import { MantineProvider } from "@mantine/core";
+import { QueryClientProvider } from "@tanstack/react-query";
+import { fireEvent, render, screen } from "@testing-library/react";
+import { http, HttpResponse, type JsonBodyType } from "msw";
+import { describe, expect, it, vi } from "vitest";
+
+import type { Performance } from "@/entities/performance";
+
+import { configureAuthClient } from "@/shared/api";
+import { createTestQueryClient } from "@/test/query";
+import { server } from "@/test/server";
+
+import { PerformanceTab } from "./PerformanceTab";
+
+const url = "*/api/v1/brokerage-accounts/:accountId/performance";
+
+const rub = (value: string) => ({ currency: "RUB", value });
+
+function performance(overrides: Partial<Performance> = {}): Performance {
+	return {
+		accountId: "account-1",
+		benchmark: {
+			asOf: "2025-12-31",
+			code: "MCFTRR",
+			return: { basis: "annual", unavailableReason: null, value: "0.048809" },
+			unavailableReason: null,
+			value: rub("110000"),
+		},
+		calculatedAt: "2026-01-01T00:00:00Z",
+		completeness: "complete",
+		currentValue: rub("121000"),
+		excludedAccounts: [],
+		netInvested: rub("100000"),
+		outperformance: { money: rub("11000"), percentagePoints: "0.051191" },
+		period: { days: 730, from: "2024-01-01", to: "2025-12-31" },
+		profit: rub("21000"),
+		reference: {
+			asOf: "2025-12-31",
+			code: "IMOEX",
+			return: { basis: "annual", unavailableReason: null, value: "0.02" },
+			unavailableReason: null,
+			value: rub("105000"),
+		},
+		return: { basis: "annual", unavailableReason: null, value: "0.1" },
+		series: [
+			{ benchmarkValue: "100000", date: "2024-01-01", netInvested: "100000", referenceValue: "100000" },
+			{ benchmarkValue: "110000", date: "2025-12-31", netInvested: "100000", referenceValue: "105000" },
+		],
+		...overrides,
+	};
+}
+
+function renderTab(body: JsonBodyType, status = 200) {
+	configureAuthClient({
+		accessToken: () => "test-token",
+		clear: vi.fn(),
+		refresh: () => Promise.resolve(true),
+	});
+	server.use(http.get(url, () => HttpResponse.json(body, { status })));
+
+	return render(
+		<QueryClientProvider client={createTestQueryClient()}>
+			<MantineProvider>
+				<PerformanceTab accountId="account-1" />
+			</MantineProvider>
+		</QueryClientProvider>,
+	);
+}
+
+const meta = { dependencies: [], unavailable: [] };
+
+describe("PerformanceTab", () => {
+	it("shows return, profit, the same money in the index and outperformance with signs", async () => {
+		renderTab({ data: performance(), meta });
+
+		expect(await screen.findByText("+10,0 %")).toBeInTheDocument();
+		expect(screen.getByText("+21 000 ₽")).toBeInTheDocument();
+		expect(screen.getByText("+4,9 %")).toBeInTheDocument();
+		expect(screen.getByText("Опережение рынка")).toBeInTheDocument();
+		expect(screen.getByText("+5,1 п.п.")).toBeInTheDocument();
+		expect(screen.getByText("+11 000 ₽")).toBeInTheDocument();
+		// Index codes are allowed only inside "Как считали", not as captions.
+		expect(screen.getByText("Те же деньги в индексе Мосбиржи")).toBeInTheDocument();
+		expect(screen.queryByText("MCFTRR")).not.toBeInTheDocument();
+	});
+
+	it("labels lagging the market without colour-only meaning", async () => {
+		renderTab({
+			data: performance({
+				outperformance: { money: rub("-5000"), percentagePoints: "-0.02" },
+			}),
+			meta,
+		});
+
+		expect(await screen.findByText("Отставание от рынка")).toBeInTheDocument();
+		expect(screen.getByText("−2,0 п.п.")).toBeInTheDocument();
+	});
+
+	it("never says annual when history is shorter than a year", async () => {
+		renderTab({
+			data: performance({
+				benchmark: { ...performance().benchmark, return: { basis: "period", unavailableReason: null, value: "0.05" } },
+				period: { days: 200, from: "2025-06-14", to: "2025-12-31" },
+				return: { basis: "period", unavailableReason: null, value: "0.07" },
+			}),
+			meta,
+		});
+
+		expect(await screen.findByText(/проценты показаны за 200 дн\./)).toBeInTheDocument();
+		expect(screen.queryByText(/годовых/)).not.toBeInTheDocument();
+	});
+
+	it("lists excluded accounts when the all-accounts result is incomplete", async () => {
+		renderTab({
+			data: performance({
+				completeness: "incomplete",
+				excludedAccounts: [{ accountId: "usd", name: "Валютный", reason: "NON_RUB_ACTIVITY" }],
+			}),
+			meta,
+		});
+
+		expect(await screen.findByText("Результат неполный")).toBeInTheDocument();
+		expect(screen.getByText("Валютный: Есть операции или позиции не в рублях")).toBeInTheDocument();
+	});
+
+	it("explains unavailability instead of showing zeros, including unknown reasons", async () => {
+		renderTab({
+			data: null,
+			meta: {
+				dependencies: [],
+				unavailable: [
+					{ accountId: "iis", name: "ИИС", reason: "HISTORY_START_UNKNOWN" },
+					{ accountId: "x", name: "Новый", reason: "SOMETHING_NEW" },
+				],
+			},
+		});
+
+		expect(await screen.findByText("Доходность недоступна")).toBeInTheDocument();
+		expect(screen.getByText("ИИС: Начало истории счёта неизвестно")).toBeInTheDocument();
+		expect(screen.getByText("Новый: Причину недоступности не удалось определить")).toBeInTheDocument();
+		expect(screen.queryByText(/0,0 %/)).not.toBeInTheDocument();
+	});
+
+	it("keeps profit and hides the comparison when the index is unavailable", async () => {
+		renderTab({
+			data: performance({
+				benchmark: {
+					asOf: null,
+					code: "MCFTRR",
+					return: { basis: "annual", unavailableReason: "INDEX_HISTORY_UNAVAILABLE", value: null },
+					unavailableReason: "INDEX_HISTORY_UNAVAILABLE",
+					value: null,
+				},
+				outperformance: null,
+				series: [],
+			}),
+			meta,
+		});
+
+		expect(await screen.findByText("+21 000 ₽")).toBeInTheDocument();
+		expect(screen.getByText("Сравнение с индексом сейчас недоступно")).toBeInTheDocument();
+	});
+
+	it("does not colour or call a rounded-to-zero difference outperformance", async () => {
+		renderTab({
+			data: performance({
+				outperformance: { money: rub("0"), percentagePoints: "-0.0004" },
+			}),
+			meta,
+		});
+
+		expect(await screen.findByText("Сравнение с рынком")).toBeInTheDocument();
+		expect(screen.getByText("0,0 п.п.")).toBeInTheDocument();
+	});
+
+	it("explains a pending sync when no account reasons are available", async () => {
+		renderTab({ data: null, meta });
+
+		expect(await screen.findByText(/ещё синхронизируются/)).toBeInTheDocument();
+	});
+
+	it("shows a local error with retry", async () => {
+		renderTab({ code: "INTERNAL_SERVER_ERROR", status: 500 }, 500);
+
+		expect(await screen.findByText("Не удалось загрузить результат инвестирования", {}, { timeout: 8000 })).toBeInTheDocument();
+		server.use(http.get(
+			url,
+			() => HttpResponse.json({ data: performance(), meta }),
+		));
+		fireEvent.click(screen.getByRole("button", { name: "Повторить" }));
+		expect(await screen.findByText("+10,0 %")).toBeInTheDocument();
+	}, 10_000);
+});

src/pages/account/ui/AccountPage/components/Performance/PerformanceTab.tsx

@@ -0,0 +1,66 @@
+import { Button, Paper, SimpleGrid, Skeleton, Stack, Text, Title } from "@mantine/core";
+import { useTranslation } from "react-i18next";
+
+import { usePerformance } from "@/entities/performance";
+
+import { reasonText } from "../../../../model/performance";
+import { PerformanceView } from "./Performance.view";
+
+function PerformanceTab({ accountId }: Readonly<{ accountId: string }>) {
+	const { t } = useTranslation();
+	const query = usePerformance(accountId);
+
+	if (query.isPending) return (
+		<Stack aria-label={t("portfolio.performance.returnLabel")} gap="md">
+			<SimpleGrid cols={{ base: 1, lg: 4, sm: 2 }}>
+				{["rate", "profit", "benchmark", "difference"].map(key => (
+					<Paper key={key} p="md" withBorder>
+						<Skeleton h={14} mb="sm" w="60%" />
+
+						<Skeleton h={28} w="80%" />
+					</Paper>
+				))}
+			</SimpleGrid>
+
+			<Skeleton h={220} />
+		</Stack>
+	);
+
+	const onRetry = () => {
+		void query.refetch();
+	};
+
+	if (query.isError) return (
+		<Paper p="lg" withBorder>
+			<Stack align="flex-start" gap="sm">
+				<Text>{t("portfolio.performance.error")}</Text>
+
+				<Button onClick={onRetry} variant="light">
+					{t("portfolio.performance.retry")}
+				</Button>
+			</Stack>
+		</Paper>
+	);
+	if (!query.data.data) return (
+		<Paper p="xl" withBorder>
+			<Title order={2} size="h4">{t("portfolio.performance.unavailable")}</Title>
+
+			{query.data.meta.unavailable.length === 0 && (
+				<Text c="dimmed" mt="sm">{t("portfolio.performance.syncing")}</Text>
+			)}
+
+			{query.data.meta.unavailable.map(item => (
+				<Text c="dimmed" key={item.accountId} mt="sm">
+					{t("portfolio.performance.unavailableReason", {
+						name: item.name,
+						reason: reasonText(item.reason),
+					})}
+				</Text>
+			))}
+		</Paper>
+	);
+
+	return <PerformanceView data={query.data.data} />;
+}
+
+export { PerformanceTab };

src/shared/api/generated/schema.d.ts

@@ -276,6 +276,38 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
+    "/api/v1/brokerage-accounts/all/performance": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        get: operations["PerformanceController_all"];
+        put?: never;
+        post?: never;
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
+    "/api/v1/brokerage-accounts/{accountId}/performance": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        get: operations["PerformanceController_account"];
+        put?: never;
+        post?: never;
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/api/v1/brokerage-accounts/all/operations": {
         parameters: {
             query?: never;
@@ -708,22 +740,6 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
-    "/api/v1/tbank-sync/{id}": {
-        parameters: {
-            query?: never;
-            header?: never;
-            path?: never;
-            cookie?: never;
-        };
-        get: operations["TbankSyncController_status"];
-        put?: never;
-        post?: never;
-        delete?: never;
-        options?: never;
-        head?: never;
-        patch?: never;
-        trace?: never;
-    };
 }
 export type webhooks = Record<string, never>;
 export interface components {
@@ -1138,6 +1154,73 @@ export interface components {
             data: components["schemas"]["PortfolioDto"] | null;
             meta: components["schemas"]["InvestmentResourceMetaDto"];
         };
+        PerformancePeriodDto: {
+            /** Format: date */
+            from: string;
+            /** Format: date */
+            to: string;
+            days: number;
+        };
+        /** @enum {string} */
+        PerformanceUnavailableReason: "ACCOUNT_VALUATION_DATES_DIFFER" | "AMBIGUOUS_RETURN" | "HISTORY_START_UNKNOWN" | "INDEX_HISTORY_UNAVAILABLE" | "NON_RUB_ACTIVITY" | "NO_SOLUTION" | "OPERATIONS_HISTORY_INCOMPLETE" | "PORTFOLIO_VALUATION_INCOMPLETE" | "UNCONFIRMED_TRANSFER" | "UNVALUED_SECURITIES_TRANSFER";
+        PerformanceReturnDto: {
+            /** @description Decimal fraction: 0.151 = 15.1% */
+            value: string | null;
+            /** @enum {string} */
+            basis: "annual" | "period";
+            unavailableReason: components["schemas"]["PerformanceUnavailableReason"] | null;
+        };
+        PerformanceIndexDto: {
+            /** @enum {string} */
+            code: "MCFTRR" | "IMOEX";
+            value: components["schemas"]["MoneyDto"] | null;
+            return: components["schemas"]["PerformanceReturnDto"];
+            /** Format: date */
+            asOf: string | null;
+            unavailableReason: components["schemas"]["PerformanceUnavailableReason"] | null;
+        };
+        PerformanceOutperformanceDto: {
+            /** @description Difference between rates as decimal fractions */
+            percentagePoints: string;
+            money: components["schemas"]["MoneyDto"];
+        };
+        PerformanceSeriesPointDto: {
+            /** Format: date */
+            date: string;
+            netInvested: string;
+            benchmarkValue: string;
+            referenceValue: string | null;
+        };
+        PerformanceExcludedAccountDto: {
+            accountId: string;
+            name: string;
+            reason: components["schemas"]["PerformanceUnavailableReason"];
+        };
+        PerformanceDto: {
+            accountId: string;
+            period: components["schemas"]["PerformancePeriodDto"];
+            netInvested: components["schemas"]["MoneyDto"];
+            currentValue: components["schemas"]["MoneyDto"];
+            profit: components["schemas"]["MoneyDto"];
+            return: components["schemas"]["PerformanceReturnDto"];
+            benchmark: components["schemas"]["PerformanceIndexDto"];
+            reference: components["schemas"]["PerformanceIndexDto"];
+            outperformance: components["schemas"]["PerformanceOutperformanceDto"] | null;
+            series: components["schemas"]["PerformanceSeriesPointDto"][];
+            /** @enum {string} */
+            completeness: "complete" | "incomplete";
+            excludedAccounts: components["schemas"]["PerformanceExcludedAccountDto"][];
+            /** Format: date-time */
+            calculatedAt: string;
+        };
+        PerformanceMetaDto: {
+            dependencies: components["schemas"]["InvestmentDependencyDto"][];
+            unavailable: components["schemas"]["PerformanceExcludedAccountDto"][];
+        };
+        PerformanceResourceDto: {
+            data: components["schemas"]["PerformanceDto"] | null;
+            meta: components["schemas"]["PerformanceMetaDto"];
+        };
         BrokerageOperationDto: {
             account?: components["schemas"]["AccountReferenceDto"];
             id: string;
@@ -1708,84 +1791,6 @@ export interface components {
         PutTbankConnectionDto: {
             token: string;
         };
-        EventsInvestmentScreenDto: {
-            accountId: string;
-            /**
-             * @description discriminator enum property added by openapi-typescript
-             * @enum {string}
-             */
-            screen: "events";
-            /**
-             * Format: date
-             * @description Inclusive UTC calendar start date (YYYY-MM-DD). May be supplied independently; defaults to today in UTC.
-             */
-            from?: string;
-            /**
-             * Format: date
-             * @description Inclusive UTC calendar end date (YYYY-MM-DD). May be supplied independently; defaults to 30 days after from. Timestamp queries use the start of the following UTC day as the exclusive end.
-             */
-            to?: string;
-        };
-        IncomeInvestmentScreenDto: {
-            accountId: string;
-            /**
-             * @description discriminator enum property added by openapi-typescript
-             * @enum {string}
-             */
-            screen: "income";
-            /**
-             * Format: date
-             * @description Inclusive start calendar date in Europe/Moscow (YYYY-MM-DD). Supply both from and to, or neither for the current Moscow month.
-             */
-            from?: string;
-            /**
-             * Format: date
-             * @description Inclusive end calendar date in Europe/Moscow (YYYY-MM-DD). Supply both from and to, or neither. Timestamp queries use the start of the following Moscow day as the exclusive end, capped at now.
-             */
-            to?: string;
-        };
-        SyncCandleRangeDto: {
-            /** Format: date-time */
-            from: string;
-            /** Format: date-time */
-            to: string;
-        };
-        TimestampInvestmentScreenDto: {
-            accountId?: string;
-            /** Format: uuid */
-            instrumentUid?: string;
-            query?: string;
-            /** @enum {string} */
-            candlePeriod?: "month" | "halfYear" | "year" | "all";
-            candleRange?: components["schemas"]["SyncCandleRangeDto"];
-            categories?: ("trade" | "income" | "tax" | "fee" | "transfer" | "other")[];
-            limit?: number;
-            /**
-             * @description discriminator enum property added by openapi-typescript
-             * @enum {string}
-             */
-            screen: "accounts" | "account" | "operations" | "stocks" | "bonds" | "stock" | "bond";
-            /**
-             * Format: date-time
-             * @description Start instant for operations.
-             */
-            from?: string;
-            /**
-             * Format: date-time
-             * @description End instant for operations.
-             */
-            to?: string;
-        };
-        TbankSyncStatusDto: {
-            /** Format: uuid */
-            id: string;
-            scope: (components["schemas"]["IncomeInvestmentScreenDto"] | components["schemas"]["EventsInvestmentScreenDto"] | components["schemas"]["TimestampInvestmentScreenDto"]) | null;
-            /** Format: date-time */
-            now: string;
-            /** @enum {string} */
-            state: "running" | "succeeded" | "failed" | "cancelled";
-            errorCode: string | null;
-        };
     };
     responses: never;
     parameters: never;
@@ -3525,6 +3530,136 @@ export interface operations {
             };
         };
     };
+    PerformanceController_all: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["PerformanceResourceDto"];
+                };
+            };
+            /** @description Invalid request */
+            400: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Authentication required */
+            401: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Resource not found */
+            404: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Internal server error */
+            500: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Upstream service unavailable */
+            503: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+        };
+    };
+    PerformanceController_account: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                accountId: string;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["PerformanceResourceDto"];
+                };
+            };
+            /** @description Invalid request */
+            400: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Authentication required */
+            401: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Resource not found */
+            404: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Internal server error */
+            500: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+            /** @description Upstream service unavailable */
+            503: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
+                };
+            };
+        };
+    };
     BrokerageOperationsController_all: {
         parameters: {
             query?: {
@@ -3673,9 +3808,7 @@ export interface operations {
     };
     IncomeAnalyticsController_allSummary: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path?: never;
             cookie?: never;
@@ -3740,7 +3873,6 @@ export interface operations {
     IncomeAnalyticsController_allAnalytics: {
         parameters: {
             query?: {
-                sync?: "observe";
                 /** @description Inclusive calendar date in Europe/Moscow. Supply both from/to or neither. */
                 from?: string;
                 /** @description Inclusive calendar date in Europe/Moscow, no later than today. Supply both from/to or neither. */
@@ -3809,9 +3941,7 @@ export interface operations {
     };
     IncomeAnalyticsController_summary: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 accountId: string;
@@ -3878,7 +4008,6 @@ export interface operations {
     IncomeAnalyticsController_analytics: {
         parameters: {
             query?: {
-                sync?: "observe";
                 /** @description Inclusive calendar date in Europe/Moscow. Supply both from/to or neither. */
                 from?: string;
                 /** @description Inclusive calendar date in Europe/Moscow, no later than today. Supply both from/to or neither. */
@@ -3950,7 +4079,6 @@ export interface operations {
     UpcomingEventsController_all: {
         parameters: {
             query?: {
-                sync?: "observe";
                 /** @description Inclusive UTC calendar start date (YYYY-MM-DD). May be supplied independently; defaults to today in UTC. */
                 from?: string;
                 /** @description Inclusive UTC calendar end date (YYYY-MM-DD). May be supplied independently; defaults to 30 days after from. Timestamp queries use the start of the following UTC day as the exclusive end. */
@@ -4020,7 +4148,6 @@ export interface operations {
     UpcomingEventsController_get: {
         parameters: {
             query?: {
-                sync?: "observe";
                 /** @description Inclusive UTC calendar start date (YYYY-MM-DD). May be supplied independently; defaults to today in UTC. */
                 from?: string;
                 /** @description Inclusive UTC calendar end date (YYYY-MM-DD). May be supplied independently; defaults to 30 days after from. Timestamp queries use the start of the following UTC day as the exclusive end. */
@@ -4092,7 +4219,6 @@ export interface operations {
     StockController_search: {
         parameters: {
             query: {
-                sync?: "observe";
                 query: string;
             };
             header?: never;
@@ -4158,9 +4284,7 @@ export interface operations {
     };
     StockController_getByTicker: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 ticker: string;
@@ -4362,9 +4486,7 @@ export interface operations {
     };
     StockController_get: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -4430,9 +4552,7 @@ export interface operations {
     };
     StockController_quote: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -4499,7 +4619,6 @@ export interface operations {
     StockController_candles: {
         parameters: {
             query?: {
-                sync?: "observe";
                 period?: "month" | "halfYear" | "year" | "all";
             };
             header?: never;
@@ -4633,9 +4752,7 @@ export interface operations {
     };
     StockController_company: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -4701,9 +4818,7 @@ export interface operations {
     };
     StockController_dividends: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -4769,9 +4884,7 @@ export interface operations {
     };
     BondController_metrics: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -4838,7 +4951,6 @@ export interface operations {
     BondController_search: {
         parameters: {
             query: {
-                sync?: "observe";
                 query: string;
             };
             header?: never;
@@ -4904,9 +5016,7 @@ export interface operations {
     };
     BondController_getByTicker: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 ticker: string;
@@ -4972,9 +5082,7 @@ export interface operations {
     };
     BondController_get: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -5040,9 +5148,7 @@ export interface operations {
     };
     BondController_quote: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -5109,7 +5215,6 @@ export interface operations {
     BondController_candles: {
         parameters: {
             query?: {
-                sync?: "observe";
                 period?: "month" | "halfYear" | "year" | "all";
             };
             header?: never;
@@ -5243,9 +5348,7 @@ export interface operations {
     };
     BondController_coupons: {
         parameters: {
-            query?: {
-                sync?: "observe";
-            };
+            query?: never;
             header?: never;
             path: {
                 uid: string;
@@ -5503,70 +5606,4 @@ export interface operations {
             };
         };
     };
-    TbankSyncController_status: {
-        parameters: {
-            query?: never;
-            header?: never;
-            path: {
-                id: string;
-            };
-            cookie?: never;
-        };
-        requestBody?: never;
-        responses: {
-            200: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/json": components["schemas"]["TbankSyncStatusDto"];
-                };
-            };
-            /** @description Invalid request */
-            400: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
-                };
-            };
-            /** @description Authentication required */
-            401: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
-                };
-            };
-            /** @description Resource not found */
-            404: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
-                };
-            };
-            /** @description Internal server error */
-            500: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
-                };
-            };
-            /** @description Upstream service unavailable */
-            503: {
-                headers: {
-                    [name: string]: unknown;
-                };
-                content: {
-                    "application/problem+json": components["schemas"]["ProblemDetailsDto"];
-                };
-            };
-        };
-    };
 }

src/shared/i18n/locales/ru.ts

@@ -443,6 +443,7 @@ const ru = {
 				transfer: "Перевод",
 			},
 			clearPeriod: "Очистить период",
+			couponPayment: "Выплата купонов {{instrument}}",
 			emptyText: "Измените период или фильтры.",
 			emptyTitle: "Операций нет",
 			entryLabel: {
@@ -542,6 +543,38 @@ const ru = {
 			emptyTitle: "Портфель пока пуст",
 			more: "Подробнее",
 			otherPositions: "Другие позиции",
+			performance: {
+				benchmark: "Те же деньги в индексе Мосбиржи",
+				benchmarkHint:
+					"Если бы каждое пополнение вкладывалось в индекс Мосбиржи с учётом дивидендов после налогов",
+				benchmarkUnavailable: "Сравнение с индексом сейчас недоступно",
+				calculation: "Как считали",
+				chartTitle: "Ваш портфель против индекса",
+				current: "Ваш портфель сейчас",
+				datePeriod: "С {{from}} по {{to}}",
+				error: "Не удалось загрузить результат инвестирования",
+				incomplete: "Результат неполный",
+				invested: "Вложено (нетто)",
+				marketAhead: "Опережение рынка",
+				marketBehind: "Отставание от рынка",
+				marketEqual: "Сравнение с рынком",
+				method:
+					"Доходность учитывает суммы и даты пополнений и выводов. Купоны, дивиденды, налоги и комиссии уже входят в текущую стоимость. Для сравнения те же потоки вложены в индекс полной доходности Мосбиржи с дивидендами после налогов (MCFTRR). Ценовой индекс IMOEX дивиденды не учитывает и показан только для справки. Источник: MOEX ISS. Это не налоговый расчёт.",
+				missingHistory:
+					"Линии прошлой стоимости вашего портфеля нет: такая история ещё не накоплена. Точка справа — текущая оценка.",
+				periodLabel: "за {{days}} дн.",
+				periodNote:
+					"История меньше года: проценты показаны за {{days}} дн. без пересчёта в годовые.",
+				profit: "Прибыль",
+				profitCaption: "{{current}} сейчас · вложено {{invested}}",
+				reference: "Индекс Мосбиржи без дивидендов",
+				retry: "Повторить",
+				returnLabel: "Доходность",
+				syncing: "Данные счетов ещё синхронизируются. Результат появится после загрузки.",
+				unavailable: "Доходность недоступна",
+				unavailableReason: "{{name}}: {{reason}}",
+				yearly: "годовых",
+			},
 			positionFilter: "Тип позиции",
 			positionKinds: {
 				bonds: "Облигации",
@@ -585,6 +618,7 @@ const ru = {
 				events: "Предстоящие события",
 				income: "Доход",
 				operations: "История операций",
+				performance: "Результат",
 				positions: "Позиции",
 			},
 			title: "Портфель",

src/shared/lib/display.test.ts

@@ -3,12 +3,22 @@ import { describe, expect, it } from "vitest";
 import {
 	formatDate,
 	formatMoney,
+	formatPercentagePoints,
+	formatSignedPercent,
 	formatSnapshotDay,
 	formatSnapshotTime,
 	instrumentLogoUrl,
 } from "./display";
 
 describe("shared display helpers", () => {
+	it("formats signed rates as percentages and percentage points without negative zero", () => {
+		expect(formatSignedPercent("0.151")).toBe("+15,1 %");
+		expect(formatSignedPercent("-0.15149")).toBe("−15,1 %");
+		expect(formatSignedPercent("0")).toBe("0,0 %");
+		expect(formatSignedPercent("-0.00049")).toBe("0,0 %");
+		expect(formatPercentagePoints("0.043")).toBe("+4,3 п.п.");
+		expect(formatPercentagePoints("-0.0435")).toBe("−4,4 п.п.");
+	});
 	it("uses padded Russian dates and preserves the UTC date of timestamps", () => {
 		expect(formatDate("2027-09-10")).toBe("10.09.2027");
 		expect(formatDate("2024-02-29")).toBe("29.02.2024");

src/shared/lib/display.ts

@@ -1,3 +1,5 @@
+import { decimalFromString } from "./decimal";
+
 const DECIMAL_PART_COUNT = 2;
 const DEFAULT_MINOR_UNITS = 2;
 
@@ -99,6 +101,29 @@ function formatMoney(
 	return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
 }
 
+function formatPercentagePoints(rate: string): string {
+	return formatRate(rate, "п.п.");
+}
+
+function formatRate(rate: string, suffix: string): string {
+	const { scale, value } = decimalFromString(rate);
+	const abs = value < 0n ? -value : value;
+	const radix = 10n;
+	const half = 2n;
+	const tenthsPerUnit = 1000n;
+	const denominator = radix ** BigInt(scale);
+	const tenths = (abs * tenthsPerUnit + denominator / half) / denominator;
+	let sign = "";
+	if (tenths !== 0n) sign = value < 0n ? "−" : "+";
+	const formatted = `${formatDecimal(String(tenths / radix))},${tenths % radix}`;
+
+	return `${sign}${formatted} ${suffix}`;
+}
+
+function formatSignedPercent(rate: string): string {
+	return formatRate(rate, "%");
+}
+
 function isZeroDecimal(value: string) {
 	const unsigned = value.startsWith("-") ? value.slice(1) : value;
 
@@ -171,6 +196,8 @@ export {
 	formatDate,
 	formatDecimal,
 	formatMoney,
+	formatPercentagePoints,
+	formatSignedPercent,
 	formatSnapshotDay,
 	formatSnapshotTime,
 	instrumentLogoUrl,

src/shared/lib/index.ts

@@ -12,6 +12,8 @@ export {
 	formatDate,
 	formatDecimal,
 	formatMoney,
+	formatPercentagePoints,
+	formatSignedPercent,
 	formatSnapshotDay,
 	formatSnapshotTime,
 	instrumentLogoUrl,

src/shared/ui/EntryGroup/EntryGroup.module.css

@@ -4,6 +4,40 @@
 	background: var(--wl-color-subtle);
 }
 
+.flat {
+	background: var(--wl-color-surface);
+}
+
+.flat > :first-child {
+	border: 0;
+	background: transparent;
+}
+
+.flat .accounts {
+	padding-bottom: var(--mantine-spacing-md);
+}
+
+.flat .accountRow {
+	padding-block: var(--mantine-spacing-md);
+}
+
+.flat .accountRow:last-child {
+	padding-bottom: 0;
+}
+
+.flat .accountRow > :first-child {
+	min-width: 0;
+	overflow-wrap: anywhere;
+}
+
+.positive {
+	color: var(--wl-color-positive);
+}
+
+.negative {
+	color: var(--wl-color-negative);
+}
+
 .accounts {
 	padding: 0 var(--mantine-spacing-md) var(--mantine-spacing-sm);
 	list-style: none;
@@ -38,4 +72,12 @@
 	.accountRow {
 		align-items: flex-start;
 	}
+
+	.flat .accountRow {
+		flex-wrap: wrap;
+	}
+
+	.flat .accountValue {
+		white-space: normal;
+	}
 }

src/shared/ui/EntryGroup/EntryGroup.tsx

@@ -9,11 +9,15 @@ import classes from "./EntryGroup.module.css";
 
 type AccountRowProps = {
 	accountName: string;
+	tone?: "negative"
+		| "neutral"
+		| "positive";
 	value: string;
 	valueLabel: string;
 };
 
 type EntryGroupProps = PropsWithChildren<{
+	flat?: boolean;
 	header: ReactNode;
 	label: string;
 }>;
@@ -25,13 +29,14 @@ type EntryGroupTotalProps = {
 
 const AccountRow: FC<AccountRowProps> = (props) => {
 	const accessibleName = `${props.accountName}, ${props.value}`;
+	const valueClass = props.tone ? classes[props.tone] : undefined;
 
 	return (
 		<li aria-label={accessibleName} className={classes.accountRow}>
 			<Text>{props.accountName}</Text>
 
 			<Stack className={classes.accountValue} gap={2}>
-				<Text fw={700}>{props.value}</Text>
+				<Text className={valueClass} fw={700}>{props.value}</Text>
 
 				<Text c="dimmed" size="xs">{props.valueLabel}</Text>
 			</Stack>
@@ -53,20 +58,24 @@ const AccountCardRow: FC<AccountRowProps> = props => (
 	</li>
 );
 
-const EntryGroup: FC<EntryGroupProps> = props => (
-	<Paper className={classes.group} component="li" withBorder>
-		{props.header}
+const EntryGroup: FC<EntryGroupProps> = (props) => {
+	const groupClass = props.flat ? `${classes.group} ${classes.flat}` : classes.group;
 
-		<Stack
-			aria-label={props.label}
-			className={classes.accounts}
-			component="ul"
-			gap={0}
-		>
-			{props.children}
-		</Stack>
-	</Paper>
-);
+	return (
+		<Paper className={groupClass} component="li" withBorder>
+			{props.header}
+
+			<Stack
+				aria-label={props.label}
+				className={classes.accounts}
+				component="ul"
+				gap={0}
+			>
+				{props.children}
+			</Stack>
+		</Paper>
+	);
+};
 
 const EntryGroupTotal: FC<EntryGroupTotalProps> = (props) => {
 	const { t } = useTranslation();

src/test/setup.ts

@@ -1,5 +1,6 @@
 import "@testing-library/jest-dom/vitest";
 import { cleanup, configure } from "@testing-library/react";
+import { MotionGlobalConfig } from "motion/react";
 import { afterAll, afterEach, beforeAll, vi } from "vitest";
 
 import { configureAuthClient } from "@/shared/api";
@@ -10,6 +11,9 @@ import { server } from "./server";
 // Allow async UI updates on the slower CI runner; local waits stay unchanged.
 if (process.env.CI) configure({ asyncUtilTimeout: 5000 });
 
+// Route fades start at opacity 0; under load toBeVisible can catch that frame.
+MotionGlobalConfig.skipAnimations = true;
+
 beforeAll(() => server.listen({ onUnhandledRequest: "error" }));
 afterEach(() => {
 	cleanup();