fix(account): align concentration labels and chart accessibility (WealthLedger/main#48)

.gitea/workflows/verify.yml

@@ -66,7 +66,7 @@ jobs:
       - name: Verify pre-commit secret blocking and redaction
         run: PATH=/tmp/gitleaks-bin:$PATH node --test scripts/test-pre-commit.mjs
       - name: Audit runtime and development dependencies
-        run: npm audit --include=dev --audit-level=low
+        run: npm audit --include=dev --audit-level=moderate
 
   verify:
     needs: [commits, security]

README.md

@@ -123,10 +123,12 @@ Chromium при ширинах 375 и 1280 px. Browser project не исполь
 Новый запуск отменяет устаревший для того же PR/ветки и типа события
 (требуется Gitea 1.26+). Ежедневно в 05:17 UTC выполняется только `security`.
 Job `security` проверяет полную доступную историю Gitleaks 8.30.1 и выполняет
-`npm audit --include=dev --audit-level=low`. Любой advisory блокирует security job;
+`npm audit --include=dev --audit-level=moderate`. Advisory уровня moderate и выше
-исключений frontend нет. Локально можно выполнить те же команды:
+блокирует security job; low не блокирует, т.к. для них часто нет исправленной версии
+(например, GHSA-gcqx-w48m-w2h4 в build-only deepmerge). Других исключений нет.
+Локально можно выполнить те же команды:
 `gitleaks git --log-opts=--all --redact=100 --no-banner` и
-`npm audit --include=dev --audit-level=low`. Audit требует доступа к npm registry;
+`npm audit --include=dev --audit-level=moderate`. Audit требует доступа к npm registry;
 проверка секретов выполняется локально и не выводит их значения.
 
 Имена jobs `commits`, `security`, `verify` сохранены, но Gitea включает имя

index.html

@@ -5,7 +5,7 @@
     <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
     <link rel="apple-touch-icon" href="/apple-touch-icon.png" />
     <meta name="theme-color" content="#ffffff" />
-    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <meta name="viewport" content="width=device-width, initial-scale=1.0, viewport-fit=cover" />
     <title>WealthLedger</title>
   </head>
   <body>

packages/ui/src/EntryCard/EntryCard.tsx

@@ -16,7 +16,7 @@ type EntryCardProps = {
 	tone: "negative"
 		| "neutral"
 		| "positive";
-	value: string;
+	value: ReactNode;
 	valueLabel: string;
 	wrap?: boolean;
 };
@@ -32,6 +32,7 @@ const EntryCard: FC<EntryCardProps> = (props) => {
 
 	const valueContainerClass = props.actions ? classes.valueFooter : undefined;
 	const valueLabelClass = `${classes[props.tone]} ${props.actions ? classes.valueLabel : ""}`;
+	const valueComponent = typeof props.value === "string" ? undefined : "div";
 
 	return (
 		<Paper
@@ -63,7 +64,11 @@ const EntryCard: FC<EntryCardProps> = (props) => {
 			</Stack>
 
 			<Stack className={classes.value} gap={2}>
-				<Text className={classes[props.tone]} fw={700}>
+				<Text
+					className={classes[props.tone]}
+					component={valueComponent}
+					fw={700}
+				>
 					{props.value}
 				</Text>
 

src/app/routes/AppRoutes/AllAccounts.test.tsx

@@ -11,7 +11,7 @@ import {
 } from "@testing-library/react";
 import { http, HttpResponse } from "msw";
 import { MemoryRouter, useLocation } from "react-router";
-import { beforeEach, describe, expect, it } from "vitest";
+import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
 
 import type { BrokerageOperation } from "@/entities/broker-operation";
 import type { IncomeAnalytics } from "@/entities/income";
@@ -46,8 +46,10 @@ const position: Portfolio["positions"][number]
 		displayName: "Сбербанк",
 		figi: "SBER",
 		isin: null,
+		issuer: null,
 		logoName: null,
 		quantity: "2",
+		sector: null,
 		ticker: "SBER",
 		type: "STOCK",
 	};
@@ -145,6 +147,7 @@ function renderPage(path: string) {
 	return client;
 }
 
+afterEach(() => vi.useRealTimers());
 beforeEach(() => {
 	server.use(
 		http.post("*/api/v1/auth/refresh", () =>
@@ -271,6 +274,8 @@ describe("All accounts routes", () => {
 	);
 
 	it("restores applied dates when switching accounts in events", async () => {
+		vi.useFakeTimers({ toFake: ["Date"] });
+		vi.setSystemTime(new Date("2026-10-15T12:00:00Z"));
 		// The events calendar blocks past dates, so pick within selectable dates.
 		const search = `?from=${defaultPeriod()[0]}&to=${defaultPeriod()[1]}`;
 		renderPage(`/accounts/all/events${search}`);
@@ -303,14 +308,16 @@ describe("All accounts routes", () => {
 				"href",
 				`/accounts/${account.id}`,
 			);
-		for (const suffix of ["operations", "income", "events"])
+
-			expect(
+		for (const [suffix, tab] of [
-				screen
+			["operations", "Операции"],
-					.getAllByRole("link")
+			["income", "Доход"],
-					.find(
+			["events", "События"],
-						link => link.getAttribute("href") === `/accounts/all/${suffix}`,
+		]) {
-					),
+			fireEvent.click(screen.getByRole("tab", { name: tab }));
-			).toBeInTheDocument();
+			expect(screen.getByRole("link", { name: "Подробнее" }))
+				.toHaveAttribute("href", `/accounts/all/${suffix}`);
+		}
 	});
 
 	it("switches accounts within operations with applied filters and a fresh cursor", async () => {

src/app/routes/AppRoutes/AppRoutes.test.tsx

@@ -232,7 +232,8 @@ describe("AppRoutes", () => {
 			}),
 		).toBeInTheDocument();
 		expect(
-			screen.getByRole("navigation", { name: "WealthLedger" }),
+			screen.getAllByRole("navigation", { name: "Основная навигация" }),
-		).toBeInTheDocument();
+		).toHaveLength(2);
+		expect(screen.queryByRole("banner")).not.toBeInTheDocument();
 	});
 });

src/app/ui/AppShell/AppShell.module.css

@@ -1,12 +1,22 @@
+.root {
+	--bottom-nav-height: 56px;
+}
+
 .content {
 	max-width: 1120px;
 	margin-inline: auto;
 }
 
-.header {
+.brand {
 	align-items: center;
+	border-bottom: 1px solid var(--mantine-color-gray-3);
 	display: flex;
-	padding: 0 var(--mantine-spacing-md);
+	min-height: 60px;
+	padding-inline: var(--mantine-spacing-sm);
+}
+
+.navList {
+	padding: var(--mantine-spacing-sm);
 }
 
 .bottomNav {
@@ -52,29 +62,85 @@
 	.bottomNav {
 		background: var(--mantine-color-white);
 		border-top: 1px solid var(--mantine-color-gray-3);
-		bottom: 0;
+		display: grid;
-		display: flex;
+		grid-template-columns: repeat(5, minmax(0, 1fr));
-		justify-content: space-around;
+		inset: auto 0 0;
-		left: 0;
+		min-height: calc(var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px));
-		padding: var(--mantine-spacing-xs) 2px;
+		padding-bottom: env(safe-area-inset-bottom, 0px);
-		gap: 2px;
+		padding-inline:
-		font-size: 11px;
+			max(4px, env(safe-area-inset-left, 0px))
-		& a {
+			max(4px, env(safe-area-inset-right, 0px));
-			min-width: 0;
-			padding: 8px 2px;
-			text-align: center;
-		}
 		position: fixed;
-		right: 0;
+		z-index: var(--mantine-z-index-app);
-		z-index: 200;
+	}
+
+	.bottomNavItem {
+		align-items: center;
+		color: var(--mantine-color-gray-7);
+		display: flex;
+		flex-direction: column;
+		gap: 2px;
+		justify-content: center;
+		min-height: var(--bottom-nav-height);
+		min-width: 0;
+		text-decoration: none;
+
+		&:active .iconPill {
+			background-color: var(--mantine-color-gray-1);
+		}
+
+		&:focus-visible {
+			outline: 2px solid var(--mantine-primary-color-filled);
+			outline-offset: -2px;
+		}
+	}
+
+	@media (hover: hover) {
+		.bottomNavItem:hover .iconPill {
+			background-color: var(--mantine-color-gray-1);
+		}
+	}
+
+	.iconPill {
+		align-items: center;
+		border-radius: 14px;
+		display: inline-flex;
+		height: 28px;
+		justify-content: center;
+		width: 48px;
+	}
+
+	.bottomNavLabel {
+		font-size: 12px;
+		font-weight: 500;
+		line-height: 16px;
+		max-width: 100%;
+		overflow: hidden;
+		text-overflow: ellipsis;
+		white-space: nowrap;
+	}
+
+	@media (prefers-reduced-motion: no-preference) {
+		.bottomNavItem,
+		.iconPill {
+			transition:
+				background-color 150ms ease-in-out,
+				color 150ms ease-in-out;
+		}
 	}
 
 	.active {
 		color: var(--mantine-primary-color-filled);
-		font-weight: 600;
+
+		& .iconPill {
+			background-color: var(--mantine-primary-color-light);
+		}
 	}
 
 	.main {
-		padding-bottom: 5rem;
+		padding-bottom: calc(
+			var(--bottom-nav-height) + env(safe-area-inset-bottom, 0px) +
+				var(--mantine-spacing-md)
+		);
 	}
 }

src/app/ui/AppShell/AppShell.test.tsx

@@ -0,0 +1,47 @@
+import { MantineProvider } from "@mantine/core";
+import { render, screen, within } from "@testing-library/react";
+import { MemoryRouter } from "react-router";
+import { describe, expect, it } from "vitest";
+
+import { AppShell } from "./AppShell";
+
+function renderShell(path: string) {
+	return render(
+		<MantineProvider>
+			<MemoryRouter initialEntries={[path]}>
+				<AppShell />
+			</MemoryRouter>
+		</MantineProvider>,
+	);
+}
+
+describe("AppShell", () => {
+	it("has no header banner", () => {
+		renderShell("/cards");
+
+		expect(screen.queryByRole("banner")).not.toBeInTheDocument();
+	});
+
+	it("marks only the current bottom navigation item", () => {
+		renderShell("/cards");
+
+		const bottomNav = screen
+			.getAllByRole("navigation", { name: "Основная навигация" })
+			.at(-1);
+
+		if (!bottomNav) {
+			throw new Error("Bottom navigation is not rendered");
+		}
+
+		const links = within(bottomNav).getAllByRole("link");
+
+		expect(links).toHaveLength(5);
+		expect(within(bottomNav).getByRole("link", { name: "Карты" })).toHaveAttribute(
+			"aria-current",
+			"page",
+		);
+		expect(
+			within(bottomNav).getByRole("link", { name: "Счета" }),
+		).not.toHaveAttribute("aria-current");
+	});
+});

src/app/ui/AppShell/AppShell.tsx

@@ -17,6 +17,12 @@ type AppShellProps = {
 	contentAboveOutlet?: ReactNode;
 };
 
+function getBottomNavItemClass({ isActive }: { isActive: boolean }) {
+	return isActive
+		? `${classes.bottomNavItem} ${classes.active}`
+		: classes.bottomNavItem;
+}
+
 const AppShell: FC<AppShellProps> = (props) => {
 	const { contentAboveOutlet } = props;
 	const { t } = useTranslation();
@@ -24,31 +30,31 @@ const AppShell: FC<AppShellProps> = (props) => {
 
 	const items = [
 		{
-			icon: <PortfolioIcon size={20} />,
+			Icon: PortfolioIcon,
 			iconClassName: classes.portfolioIcon,
 			label: t("navigation.accounts"),
 			to: "/accounts",
 		},
 		{
-			icon: <CardsIcon size={20} />,
+			Icon: CardsIcon,
 			iconClassName: classes.cardsIcon,
 			label: t("navigation.cards"),
 			to: "/cards",
 		},
 		{
-			icon: <StocksIcon size={20} />,
+			Icon: StocksIcon,
 			iconClassName: classes.stocksIcon,
 			label: t("navigation.stocks"),
 			to: "/stocks",
 		},
 		{
-			icon: <BondsIcon size={20} />,
+			Icon: BondsIcon,
 			iconClassName: classes.bondsIcon,
 			label: t("navigation.bonds"),
 			to: "/bonds",
 		},
 		{
-			icon: <SettingsIcon size={20} />,
+			Icon: SettingsIcon,
 			iconClassName: classes.settingsIcon,
 			label: t("navigation.settings"),
 			to: "/settings",
@@ -57,32 +63,32 @@ const AppShell: FC<AppShellProps> = (props) => {
 
 	return (
 		<MantineAppShell
-			header={{ height: 60 }}
+			className={classes.root}
 			navbar={{ breakpoint: "sm", collapsed: { mobile: true }, width: 220 }}
 			padding="md"
 		>
-			<MantineAppShell.Header className={classes.header}>
+			<MantineAppShell.Navbar aria-label={t("navigation.primary")}>
-				<Text fw={700}>{t("appName")}</Text>
+				<div className={classes.brand}>
-			</MantineAppShell.Header>
+					<Text fw={700}>{t("appName")}</Text>
+				</div>
 
-			<MantineAppShell.Navbar p="sm">
+				<div className={classes.navList}>
-				{items.map(item => (
+					{items.map(item => (
-					<NavLink
+						<NavLink
-						active={pathname.startsWith(item.to)}
+							active={pathname.startsWith(item.to)}
-						className={classes.navLink}
+							className={classes.navLink}
-						component={RouterNavLink}
+							component={RouterNavLink}
-						key={item.to}
+							key={item.to}
-						label={item.label}
+							label={item.label}
-						leftSection={(
+							leftSection={(
-							<span
+								<span className={`${classes.navIcon} ${item.iconClassName}`}>
-								className={`${classes.navIcon} ${item.iconClassName ?? ""}`}
+									<item.Icon size={20} />
-							>
+								</span>
-								{item.icon}
+							)}
-							</span>
+							to={item.to}
-						)}
+						/>
-						to={item.to}
+					))}
-					/>
+				</div>
-				))}
 			</MantineAppShell.Navbar>
 
 			<MantineAppShell.Main className={classes.main}>
@@ -93,22 +99,23 @@ const AppShell: FC<AppShellProps> = (props) => {
 				</div>
 			</MantineAppShell.Main>
 
-			<nav aria-label={t("appName")} className={classes.bottomNav}>
+			<nav
-				{items.map((item) => {
+				aria-label={t("navigation.primary")}
-					const appearanceClass = pathname.startsWith(item.to)
+				className={classes.bottomNav}
-						? classes.active
+			>
-						: undefined;
+				{items.map(item => (
+					<RouterNavLink
+						className={getBottomNavItemClass}
+						key={item.to}
+						to={item.to}
+					>
+						<span className={classes.iconPill}>
+							<item.Icon size={24} />
+						</span>
 
-					return (
+						<span className={classes.bottomNavLabel}>{item.label}</span>
-						<RouterNavLink
+					</RouterNavLink>
-							className={appearanceClass}
+				))}
-							key={item.to}
-							to={item.to}
-						>
-							{item.label}
-						</RouterNavLink>
-					);
-				})}
 			</nav>
 		</MantineAppShell>
 	);

src/entities/broker-operation/index.ts

@@ -5,5 +5,7 @@ export {
 	type OperationCategory,
 	useBrokerageOperations,
 } from "./api/useBrokerageOperations";
+export { brokerageOperationGroupKey } from "./model/display";
 export { useBrokerageOperationHistory } from "./model/useBrokerageOperationHistory";
 export { LedgerEntryRow } from "./ui/LedgerEntryRow";
+export { OperationGroup } from "./ui/OperationGroup";

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

@@ -1,9 +1,12 @@
-import { expect, it } from "vitest";
+import { describe, expect, it } from "vitest";
 
-import { operationLabelKey } from "./display";
+import type { BrokerageOperation } from "../api/useBrokerageOperations";
+
+import { brokerageOperationGroupKey, operationLabelKey } from "./display";
 
 it.each([
 	["OPERATION_TYPE_BUY", "buy"],
+	["OPERATION_TYPE_COUPON", "other"],
 	["OPERATION_TYPE_BUY_CARD", "buy"],
 	["OPERATION_TYPE_BUY_MARGIN", "buy"],
 	["OPERATION_TYPE_SELL", "sell"],
@@ -21,3 +24,71 @@ it.each([
 ])("preserves the wire operation label for %s", (type, label) => {
 	expect(operationLabelKey(type)).toBe(`ledger.operationType.${label}`);
 });
+
+describe("brokerageOperationGroupKey", () => {
+	const base: BrokerageOperation = {
+		account: { id: "account-1", name: "Брокерский" },
+		accruedInterest: null,
+		category: "income",
+		commission: null,
+		description: "Купон",
+		figi: "FIGI",
+		id: "operation",
+		instrumentType: "bond",
+		instrumentUid: "UID",
+		logoName: null,
+		occurredAt: "2026-08-14T10:00:00Z",
+		payment: null,
+		price: null,
+		quantity: null,
+		ticker: "BOND",
+		type: "OPERATION_TYPE_COUPON",
+	};
+
+	it("uses screen day, preferred identity and exact type, not account", () => {
+		const first = brokerageOperationGroupKey(base);
+
+		const same = brokerageOperationGroupKey({
+			...base,
+			account: { id: "account-2", name: "ИИС" },
+			figi: "OTHER-FIGI",
+			occurredAt: "2026-08-14T11:00:00Z",
+		});
+
+		expect(same).toBe(first);
+		expect(brokerageOperationGroupKey({
+			...base,
+			type: "OPERATION_TYPE_DIVIDEND",
+		})).not.toBe(first);
+	});
+
+	it("keeps buy and sell of one instrument in different groups", () => {
+		expect(brokerageOperationGroupKey({ ...base, type: "OPERATION_TYPE_BUY" }))
+			.not.toBe(brokerageOperationGroupKey({
+				...base,
+				type: "OPERATION_TYPE_SELL",
+			}));
+	});
+
+	it("separates local midnight and joins one local day across UTC dates", () => {
+		const before = new Date(2026, 7, 14, 23, 59).toISOString();
+		const after = new Date(2026, 7, 15, 0, 1).toISOString();
+		const morning = new Date(2026, 7, 14, 1).toISOString();
+		const evening = new Date(2026, 7, 14, 23).toISOString();
+
+		expect(brokerageOperationGroupKey({ ...base, occurredAt: before }))
+			.not.toBe(brokerageOperationGroupKey({ ...base, occurredAt: after }));
+		expect(brokerageOperationGroupKey({ ...base, occurredAt: morning }))
+			.toBe(brokerageOperationGroupKey({ ...base, occurredAt: evening }));
+	});
+
+	it("falls back to FIGI and leaves missing identity ungrouped", () => {
+		expect(brokerageOperationGroupKey({ ...base, instrumentUid: null }))
+			.toBe(brokerageOperationGroupKey({ ...base, instrumentUid: "" }));
+		expect(brokerageOperationGroupKey({
+			...base,
+			figi: null,
+			instrumentUid: null,
+		})).toBeNull();
+	});
+});

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

@@ -1,4 +1,4 @@
-import { formatMoney } from "@/shared/lib";
+import { formatMoney, formatSnapshotDay } from "@/shared/lib";
 
 import type { BrokerageOperation } from "../api/useBrokerageOperations";
 
@@ -27,6 +27,19 @@ type PaymentPresentation = {
 		| "positive";
 };
 
+function brokerageOperationGroupKey(
+	operation: BrokerageOperation,
+): null | string {
+	const identity = operation.instrumentUid || operation.figi;
+	if (!identity) return null;
+
+	return JSON.stringify([
+		formatSnapshotDay(operation.occurredAt),
+		identity,
+		operation.type,
+	]);
+}
+
 function entryLabelKey(operation: BrokerageOperation): string {
 	if (operation.category === "income")
 		return isOperationType(operation.type, OperationType.Coupon)
@@ -115,4 +128,11 @@ function paymentPresentation(
 	};
 }
 
-export { isIncomePayment, operationLabelKey, paymentPresentation };
+export {
+	brokerageOperationGroupKey,
+	entryLabelKey,
+	isIncomePayment,
+	isZeroDecimal,
+	operationLabelKey,
+	paymentPresentation,
+};

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

@@ -0,0 +1,131 @@
+import { MantineProvider } from "@mantine/core";
+import { render, screen, within } from "@testing-library/react";
+import { MemoryRouter } from "react-router";
+import { describe, expect, it } from "vitest";
+
+import type { BrokerageOperation } from "../api/useBrokerageOperations";
+
+import { OperationGroup } from "./OperationGroup";
+
+function operation(
+	id: string,
+	account: { id: string; name: string },
+	value: null | string,
+	currency = "RUB",
+): BrokerageOperation {
+	return {
+		account,
+		accruedInterest: null,
+		category: "income",
+		commission: null,
+		description: "Купон",
+		figi: "FIGI",
+		id,
+		instrumentType: "bond",
+		instrumentUid: "UID",
+		logoName: null,
+		occurredAt: "2026-08-14T10:00:00Z",
+		payment: value === null ? null : { currency, value },
+		price: null,
+		quantity: null,
+		ticker: "BOND",
+		type: "OPERATION_TYPE_COUPON",
+	};
+}
+
+function renderGroup(
+	operations: BrokerageOperation[],
+	isTotalVisible = true,
+) {
+	return render(
+		<MantineProvider>
+			<MemoryRouter>
+				<ul>
+					<OperationGroup
+						entries={operations.map((operation, index) => ({
+							key: `${operation.id}-${index}`,
+							operation,
+						}))}
+						totalVisible={isTotalVisible}
+					/>
+				</ul>
+			</MemoryRouter>
+		</MantineProvider>,
+	);
+}
+
+describe("OperationGroup", () => {
+	it("shows the header, exact total and separate card rows per account", () => {
+		renderGroup([
+			operation("1", { id: "broker", name: "Брокерский" }, "0.1"),
+			operation("2", { id: "iis", name: "ИИС" }, "0.2"),
+		]);
+
+		expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
+		expect(screen.getByText("+0,3 ₽")).toBeInTheDocument();
+
+		const accounts = within(screen.getByRole("list", {
+			name: /Купон · BOND, Исполнено 14\.08\.2026.*, \+0,3 ₽/,
+		}));
+
+		expect(accounts.getByRole("listitem", { name: "Брокерский, +0,1 ₽" }))
+			.toHaveTextContent("Купон");
+		expect(accounts.getByRole("listitem", { name: "ИИС, +0,2 ₽" }))
+			.toHaveTextContent("Купон");
+		expect(accounts.queryByText(/Исполнено/)).not.toBeInTheDocument();
+		expect(accounts.queryByRole("link")).not.toBeInTheDocument();
+	});
+
+	it("announces the hidden total as unavailable", () => {
+		renderGroup([
+			operation("1", { id: "broker", name: "Брокерский" }, "100"),
+			operation("2", { id: "iis", name: "ИИС" }, null),
+		]);
+
+		expect(screen.getByRole("list", {
+			name: /Купон · BOND, Исполнено .*Итог недоступен/,
+		})).toBeInTheDocument();
+	});
+
+	it.each(["0", "0.000"])(
+		"hides the whole total for a zero source amount (%s)",
+		(value) => {
+			renderGroup([
+				operation("1", { id: "broker", name: "Брокерский" }, value),
+				operation("2", { id: "iis", name: "ИИС" }, "100"),
+			]);
+
+			expect(screen.getAllByText("+100 ₽")).toHaveLength(1);
+			expect(screen.getByText("Итог недоступен")).toBeInTheDocument();
+		},
+	);
+
+	it("hides the total for incomplete data but keeps compensated zero", () => {
+		const { unmount } = renderGroup([
+			operation("1", { id: "broker", name: "Брокерский" }, "100"),
+			operation("2", { id: "iis", name: "ИИС" }, "100"),
+		], false);
+
+		expect(screen.queryByText("+200 ₽")).not.toBeInTheDocument();
+		unmount();
+
+		renderGroup([
+			operation("1", { id: "broker", name: "Брокерский" }, "100"),
+			operation("2", { id: "iis", name: "ИИС" }, "-100"),
+		]);
+		expect(screen.getByText("0 ₽")).toBeInTheDocument();
+	});
+
+	it("renders repeated ids inside one group as separate rows", () => {
+		renderGroup([
+			operation("same", { id: "broker", name: "Брокерский" }, "10"),
+			operation("same", { id: "iis", name: "ИИС" }, "20"),
+		]);
+
+		expect(screen.getByText("+30 ₽")).toBeInTheDocument();
+		const accounts = within(screen.getByRole("list", { name: /Купон/ }));
+		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

@@ -0,0 +1,96 @@
+import type { FC } from "react";
+
+import { EntryCard } from "@wealthledger/ui";
+import { useTranslation } from "react-i18next";
+
+import {
+	formatSnapshotDay,
+	instrumentLogoUrl,
+	sumMoney,
+	totalText,
+} from "@/shared/lib";
+import { AccountCardRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
+
+import type { BrokerageOperation } from "../api/useBrokerageOperations";
+
+import {
+	entryLabelKey,
+	isZeroDecimal,
+	operationLabelKey,
+	paymentPresentation,
+} from "../model/display";
+
+type OperationGroupProps = {
+	entries: { key: string; operation: BrokerageOperation }[];
+	totalVisible: boolean;
+};
+
+const OperationGroup: FC<OperationGroupProps> = (props) => {
+	const { t } = useTranslation();
+	const operations = props.entries.map(entry => entry.operation);
+	const first = operations.at(0);
+
+	// groupItems only emits groups of at least two entries.
+	if (!first) return null;
+
+	const typeLabel = t(first.category === "income"
+		? entryLabelKey(first)
+		: operationLabelKey(first.type));
+
+	const instrument
+		= first.ticker ?? first.instrumentType ?? t("ledger.noInstrument");
+
+	const amounts = operations.flatMap(operation =>
+		operation.payment ? [operation.payment] : [],
+	);
+
+	const isAmountsKnown = amounts.length === operations.length
+		&& amounts.every(amount => !isZeroDecimal(amount.value));
+
+	const totals = isAmountsKnown && props.totalVisible
+		? sumMoney(amounts)
+		: null;
+
+	const date = formatSnapshotDay(first.occurredAt);
+	const title = `${typeLabel} · ${instrument}`;
+	const totalsText = totalText(totals, true);
+
+	const accessibleName = [
+		title,
+		t("payout.executedAt", { date }),
+		totalsText || t("entryGroup.totalUnavailable"),
+	].join(", ");
+
+	return (
+		<EntryGroup
+			header={(
+				<EntryCard
+					imageSrc={instrumentLogoUrl(first.logoName)}
+					initial={(first.ticker?.trim()[0] ?? "?").toUpperCase()}
+					metadata={t("payout.executedAt", { date })}
+					title={title}
+					tone="neutral"
+					value={<EntryGroupTotal isSigned totals={totals} />}
+					valueLabel={typeLabel}
+					wrap
+				/>
+			)}
+			label={accessibleName}
+		>
+			{props.entries.map(({ key, operation }) => {
+				const payment = paymentPresentation(operation);
+
+				return (
+					<AccountCardRow
+						accountName={operation.account?.name ?? "—"}
+						key={key}
+						value={payment.amount}
+						valueLabel={t(payment.label)}
+					/>
+				);
+			})}
+		</EntryGroup>
+	);
+};
+
+export { OperationGroup };

src/entities/brokerage-account/model/display.ts

@@ -8,11 +8,15 @@ const VISIBLE_CURRENCY_LIMIT = 2;
 
 type BrokerageAccountCard = {
 	account: BrokerageAccount;
-	positionCounts: null
+	positionCounts: null | PositionCounts;
-		| { bonds: number; stocks: number };
 	source?: NonNullable<InvestmentResourceMeta["dependencies"]>[number];
 	summary:
-		| { remainingCurrencyCount: number; state: "available"; totals: Money[] }
+		| {
+			portfolio: NonNullable<BrokerageAccount["portfolioSummary"]>;
+			remainingCurrencyCount: number;
+			state: "available";
+			totals: Money[];
+		}
 		| { state: "empty" }
 		| { state: "unavailable" };
 };
@@ -21,6 +25,8 @@ type Money = NonNullable<
 	BrokerageAccount["portfolioSummary"]
 >["totalsByCurrency"][number];
 
+type PositionCounts = { bonds: number; stocks: number; total: number };
+
 function accountTypeKey(type: BrokerageAccount["type"]) {
 	return `accounts.types.${type}` as const;
 }
@@ -48,6 +54,7 @@ function brokerageAccountCards(
 		const positionCounts = {
 			bonds: summary.bondPositionCount,
 			stocks: summary.stockPositionCount,
+			total: summary.totalPositionCount,
 		};
 
 		if (summary.totalsByCurrency.length === 0)
@@ -58,6 +65,7 @@ function brokerageAccountCards(
 			positionCounts,
 			source,
 			summary: {
+				portfolio: summary,
 				remainingCurrencyCount: Math.max(
 					summary.totalsByCurrency.length - VISIBLE_CURRENCY_LIMIT,
 					0,

src/entities/brokerage-account/ui/BrokerageAccountList/BrokerageAccountList.module.css

@@ -1,166 +1,144 @@
 .list {
+	display: grid;
 	width: 100%;
+	margin: 0;
+	padding: 0;
+	gap: var(--mantine-spacing-sm);
+	list-style: none;
 }
 
-.card {
+.row {
-	min-width: 0;
+	display: grid;
-	gap: var(--mantine-spacing-xl);
+	grid-template-areas:
-	background: var(--mantine-color-white);
+		"identity balance"
-	border-color: var(--mantine-color-gray-3);
+		"details balance"
-	box-shadow: 0 4px 16px rgb(15 23 42 / 3%);
+		"structure structure";
+	grid-template-columns: minmax(0, 1fr) minmax(0, auto);
+	gap: var(--mantine-spacing-sm) var(--mantine-spacing-xl);
+	align-items: center;
+	padding: var(--mantine-spacing-lg);
+	border: 1px solid var(--wl-color-border);
+	border-left: 3px solid var(--wl-color-primary);
+	border-radius: var(--mantine-radius-md);
+	background: var(--wl-color-surface);
 	color: inherit;
 	text-decoration: none;
-	transition:
+	transition: background-color 160ms ease, border-color 160ms ease;
-		transform 160ms ease,
-		box-shadow 160ms ease,
-		border-color 160ms ease;
 }
 
-.card:hover,
+.row:hover,
-.card:focus-visible {
+.row:focus-visible {
-	border-color: var(--mantine-color-blue-3);
+	border-color: var(--wl-color-primary);
-	box-shadow: 0 12px 28px rgb(15 23 42 / 8%);
+	background: var(--wl-color-subtle);
-	transform: translateY(-3px);
 }
 
-.card:focus-visible {
+.row:focus-visible {
-	outline: 2px solid var(--mantine-color-blue-6);
+	outline: 2px solid var(--wl-color-primary);
-	outline-offset: 3px;
+	outline-offset: -2px;
 }
 
 .identity {
+	grid-area: identity;
 	min-width: 0;
 }
 
-.kicker {
-	padding: 5px 10px;
-	border-radius: var(--mantine-radius-sm);
-	background: var(--mantine-color-blue-0);
-	color: var(--mantine-color-blue-8);
-	letter-spacing: 0.02em;
-}
-
-.accountIcon {
-	width: 28px;
-	height: 28px;
-	flex-shrink: 0;
-	color: var(--mantine-color-blue-5);
-}
-
 .name {
 	margin: 0;
-	font-size: var(--mantine-h3-font-size);
+	color: var(--wl-color-text);
-	line-height: 1.3;
+	font-size: var(--mantine-font-size-md);
+	line-height: var(--mantine-line-height-md);
 	overflow-wrap: anywhere;
 }
 
+.accountType {
+	flex-shrink: 0;
+	align-self: flex-start;
+	padding: 2px var(--mantine-spacing-xs);
+	border-radius: var(--mantine-radius-sm);
+}
+
 .balance {
-	flex: 1;
+	grid-area: balance;
+	min-width: 0;
+	text-align: right;
 }
 
 .summary {
-	font-variant-numeric: tabular-nums;
+	font-variant-numeric: tabular-nums lining-nums;
+	white-space: nowrap;
 }
 
 .total {
-	font-size: clamp(1.5rem, 2.8vw, 2.25rem);
+	color: var(--wl-color-text);
-	letter-spacing: -0.035em;
-	line-height: 1.2;
-	overflow-wrap: anywhere;
-}
-
-.total + .total {
 	font-size: var(--mantine-font-size-lg);
-	font-weight: 500;
+	line-height: var(--mantine-line-height-lg);
-	letter-spacing: 0;
-	color: var(--mantine-color-gray-7);
 }
 
-.positions {
+.return,
-	display: grid;
+.cashValue {
-	grid-template-columns: repeat(2, minmax(0, 1fr));
+	font-variant-numeric: tabular-nums lining-nums;
-	gap: var(--mantine-spacing-sm);
+	white-space: nowrap;
-	margin: 0;
 }
 
-.positions > div {
+.positive {
-	display: flex;
+	color: var(--wl-color-positive);
-	flex-wrap: wrap;
-	align-items: center;
-	justify-content: space-between;
-	gap: 4px var(--mantine-spacing-sm);
-	padding: var(--mantine-spacing-sm) var(--mantine-spacing-md);
-	border-radius: var(--mantine-radius-md);
 }
 
-.stocks {
+.negative {
-	background: var(--mantine-color-blue-0);
+	color: var(--wl-color-negative);
-	color: var(--mantine-color-blue-8);
 }
 
-.bonds {
+.neutral {
-	background: var(--mantine-color-grape-0);
+	color: var(--wl-color-muted);
-	color: var(--mantine-color-grape-8);
 }
 
-.positions dt {
+.cash {
-	font-size: var(--mantine-font-size-sm);
+	font-variant-numeric: tabular-nums lining-nums;
-	font-weight: 500;
 }
 
-.positions dd {
+.details {
-	margin: 0;
+	grid-area: details;
-	font-size: 1.75rem;
+	min-width: 0;
-	font-weight: 700;
+	font-variant-numeric: tabular-nums lining-nums;
-	font-variant-numeric: tabular-nums;
-	line-height: 1.25;
-	overflow-wrap: anywhere;
 }
 
-.footer {
+.structure {
-	border-top: 1px solid var(--mantine-color-gray-2);
+	grid-area: structure;
-	padding-top: var(--mantine-spacing-md);
-}
-
-.open {
-	display: inline-flex;
-	align-items: center;
 	gap: var(--mantine-spacing-xs);
-	margin-left: auto;
-	color: var(--mantine-color-blue-7);
 }
 
-.arrow {
+.structureBar {
-	font-size: var(--mantine-font-size-lg);
+	display: flex;
-	transition: transform 160ms ease;
+	width: 100%;
+	height: 6px;
+	overflow: hidden;
+	border-radius: var(--mantine-radius-xs);
+	background: var(--wl-color-subtle);
 }
 
-.card:hover .arrow {
+.structureSection {
-	transform: translateX(3px);
+	flex: none;
+	height: 100%;
+	background: var(--category-color);
 }
 
-@media (max-width: 36em) {
+@media (max-width: 47.9375em) {
-	.card {
+	.row {
+		grid-template-areas:
+			"identity"
+			"balance"
+			"structure"
+			"details";
+		grid-template-columns: minmax(0, 1fr);
+		gap: var(--mantine-spacing-sm);
 		padding: var(--mantine-spacing-md);
-		gap: var(--mantine-spacing-lg);
 	}
 
-	.positions > div {
+	.balance {
-		flex-direction: column;
+		text-align: left;
-		align-items: flex-start;
-		padding: var(--mantine-spacing-sm);
 	}
-}
 
-@media (prefers-reduced-motion: reduce) {
+	.balance > div {
-	.card,
+		justify-content: flex-start;
-	.arrow {
-		transition: none;
-	}
-
-	.card:hover,
-	.card:focus-visible,
-	.card:hover .arrow {
-		transform: none;
 	}
 }

src/entities/brokerage-account/ui/BrokerageAccountList/BrokerageAccountList.stories.tsx

@@ -2,32 +2,86 @@ import type { Meta, StoryObj } from "@storybook/react-vite";
 
 import { MemoryRouter } from "react-router";
 
+import { resource } from "@/test/resource";
+
 import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
 
 import { brokerageAccountCards } from "../../model/display";
 import { BrokerageAccountList } from "./BrokerageAccountList";
 
-const syntheticAccount = {
+type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
-	id: "storybook-account",
+
-	name: "Учебный брокерский счёт",
+const rubReturn = {
-	openedOn: "2025-03-15",
+	absolute: "136900",
-	portfolioSummary: {
+	costBasis: "1103600.50",
-		bondPositionCount: 12,
+	currency: "RUB",
-		stockPositionCount: 5,
+	partial: false,
-		totalsByCurrency: [
+	percent: "12.40",
-			{ currency: "RUB", value: "125000.50" },
+};
-			{ currency: "USD", value: "320" },
+
-			{ currency: "EUR", value: "210" },
+const portfolioSummary = {
-		],
+	bondPositionCount: 12,
+	cashBalances: [
+		{ currency: "RUB", value: "82500.50" },
+		{ currency: "USD", value: "1500" },
+	],
+	fundPositionCount: 2,
+	stockPositionCount: 5,
+	structure: {
+		currencies: [{
+			categories: [
+				{ sharePercent: "55.000000", type: "STOCK", value: "682500" },
+				{ sharePercent: "25.000000", type: "BOND", value: "310500" },
+				{ sharePercent: "10.000000", type: "OTHER", value: "124200" },
+				{ sharePercent: "10.000000", type: "CASH", value: "124200" },
+			],
+			currency: "RUB",
+			hasNegativeValues: false,
+			totalValue: "1241400",
+		}],
+		unvaluedCategories: [],
 	},
-	type: "BROKERAGE",
+	totalPositionCount: 19,
-} satisfies BrokerageAccount;
+	totalsByCurrency: [{ currency: "RUB", value: "1240500.50" }],
+	unrealizedReturnByCurrency: [rubReturn],
+} satisfies PortfolioSummary;
+
+function account(
+	id: string,
+	name: string,
+	summary: null | PortfolioSummary = portfolioSummary,
+	type: BrokerageAccount["type"] = "BROKERAGE",
+): BrokerageAccount {
+	return {
+		id,
+		name,
+		openedOn: "2025-03-15",
+		portfolioSummary: summary,
+		type,
+	};
+}
+
+const negativeSummary: PortfolioSummary = {
+	...portfolioSummary,
+	unrealizedReturnByCurrency: [{
+		...rubReturn,
+		absolute: "-4200",
+		percent: "-3.05",
+	}],
+};
+
+const emptySummary: PortfolioSummary = {
+	...portfolioSummary,
+	cashBalances: [],
+	structure: { currencies: [], unvaluedCategories: [] },
+	totalPositionCount: 0,
+	totalsByCurrency: [],
+	unrealizedReturnByCurrency: [],
+};
 
 const meta = {
-	args: { accounts: brokerageAccountCards([syntheticAccount]) },
+	args: { accounts: brokerageAccountCards([account("normal", "Основной ИИС")]) },
-	argTypes: {
+	argTypes: { accounts: { control: false } },
-		accounts: { control: false },
-	},
 	component: BrokerageAccountList,
 	decorators: [
 		Story => (
@@ -40,7 +94,7 @@ const meta = {
 		docs: {
 			description: {
 				component:
-					"Карточки счетов WealthLedger со сводкой по валютам и числом наименований акций и облигаций. Используйте на экране выбора счёта; отсутствие сводки и отсутствие сумм имеют разные сообщения. Примеры содержат вымышленные данные. Ссылки меняют только локальный маршрут MemoryRouter; страница назначения в этой истории не отображается.",
+					"Карточки счетов: стоимость и доходность по валютам, деньги, структура и свежесть источника. Денежные и процентные значения остаются строками. Все примеры содержат вымышленные данные; ссылки работают только внутри MemoryRouter.",
 			},
 		},
 	},
@@ -52,188 +106,112 @@ export default meta;
 
 type Story = StoryObj<typeof meta>;
 
-export const Available: Story = {
+export const Normal: Story = {};
-	name: "Сводка по нескольким валютам",
+
-	parameters: {
+export const MultiCurrency: Story = {
-		docs: {
+	args: {
-			description: {
+		accounts: brokerageAccountCards([account("multi", "Мультивалютный", {
-				story:
+			...portfolioSummary,
-					"Показываются первые две валюты и количество остальных. Суммы разных валют не складываются в общий итог.",
+			cashBalances: [
-			},
+				{ currency: "RUB", value: "82500.50" },
-		},
+				{ currency: "USD", value: "1500" },
+			],
+			totalsByCurrency: [
+				{ currency: "RUB", value: "1240500.50" },
+				{ currency: "USD", value: "3200" },
+				{ currency: "EUR", value: "900" },
+			],
+			unrealizedReturnByCurrency: [
+				...portfolioSummary.unrealizedReturnByCurrency,
+				{
+					absolute: "20",
+					costBasis: "3180",
+					currency: "USD",
+					partial: false,
+					percent: "2.10",
+				},
+				{
+					absolute: "0",
+					costBasis: "900",
+					currency: "EUR",
+					partial: false,
+					percent: null,
+				},
+			],
+		})]),
 	},
 };
 
-export const Unavailable: Story
+export const Negative: Story = {
-	= {
+	args: {
-		args: {
+		accounts: brokerageAccountCards([
-			accounts: brokerageAccountCards([
+			account("negative", "Просевший портфель", negativeSummary),
-				{ ...syntheticAccount, openedOn: null, portfolioSummary: null },
+		]),
-			]),
+	},
-		},
+};
-		name: "Сводка недоступна",
+
-		parameters: {
+export const Partial: Story = {
-			docs: {
+	args: {
-				description: {
+		accounts: brokerageAccountCards([account("partial", "Частичные данные", {
-					story:
+			...portfolioSummary,
-						"Счёт остаётся доступен для открытия, даже если сводка временно недоступна. Неизвестные суммы не заменяются нулём; отсутствующая дата открытия не отображается.",
+			unrealizedReturnByCurrency: [{
-				},
+				...rubReturn,
-			},
+				partial: true,
-		},
+			}],
-	};
+		})]),
+	},
+};
 
 export const Empty: Story = {
 	args: {
 		accounts: brokerageAccountCards([
-			{
+			account("empty", "Новый пустой счёт", emptySummary),
-				...syntheticAccount,
-				portfolioSummary: {
-					bondPositionCount: 0,
-					stockPositionCount: 0,
-					totalsByCurrency: [],
-				},
-			},
 		]),
 	},
-	name: "Нет текущих сумм",
+};
-	parameters: {
+
-		docs: {
+export const Unavailable: Story = {
-			description: {
+	args: {
-				story:
+		accounts: brokerageAccountCards([
-					"Успешно полученная пустая сводка отличается от ошибки получения данных. Карточка сохраняет название, тип счёта и переход.",
+			account("unavailable", "Счёт без сводки", null),
-			},
+		]),
-		},
+	},
+};
+
+export const Stale: Story = {
+	args: {
+		accounts: brokerageAccountCards([
+			account("stale", "Устаревший портфель"),
+		], resource([], {
+			dependencies: [{
+				availability: "available",
+				completeness: "complete",
+				dataRevision: "stale-revision",
+				freshness: "stale",
+				lastAttempt: {
+					finishedAt: null,
+					problems: [],
+					startedAt: null,
+					state: "none",
+				},
+				lastSuccessfulAt: "2026-08-13T00:00:00Z",
+				resourceKey: "portfolio/stale",
+			}],
+			freshness: "stale",
+			lastSuccessfulAt: "2026-08-14T00:00:00Z",
+		}).meta.dependencies),
 	},
 };
 
 export const LongName: Story = {
 	args: {
 		accounts: brokerageAccountCards([
-			{
+			account(
-				...syntheticAccount,
+				"long",
-				name: "Учебный индивидуальный инвестиционный счёт для долгосрочных накоплений",
+				"Очень длинное название индивидуального инвестиционного счёта, которое должно корректно переноситься на узком экране",
-				type: "INDIVIDUAL_INVESTMENT",
+				portfolioSummary,
-			},
+				"INDIVIDUAL_INVESTMENT",
-		]),
-	},
-	name: "Длинное название счёта",
-	parameters: {
-		docs: {
-			description: {
-				story:
-					"Проверьте перенос длинного названия на узком экране и доступность всей карточки с клавиатуры.",
-			},
-		},
-	},
-};
-
-export const AccountGrid: Story = {
-	args: {
-		accounts: brokerageAccountCards([
-			{
-				...syntheticAccount,
-				name: "Основной",
-				portfolioSummary: {
-					bondPositionCount: 14,
-					stockPositionCount: 8,
-					totalsByCurrency: [{ currency: "RUB", value: "1256430.50" }],
-				},
-			},
-			{
-				...syntheticAccount,
-				id: "storybook-iis",
-				name: "Долгосрочные инвестиции",
-				portfolioSummary: {
-					bondPositionCount: 6,
-					stockPositionCount: 0,
-					totalsByCurrency: [{ currency: "RUB", value: "480250" }],
-				},
-				type: "INDIVIDUAL_INVESTMENT",
-			},
-		]),
-	},
-	name: "Несколько счетов",
-};
-
-export const UnvaluedPositions: Story = {
-	args: {
-		accounts: brokerageAccountCards([
-			{
-				...syntheticAccount,
-				portfolioSummary: {
-					bondPositionCount: 1,
-					stockPositionCount: 2,
-					totalsByCurrency: [],
-				},
-			},
-		]),
-	},
-	name: "Бумаги без текущей оценки",
-};
-
-export const LargeValues: Story = {
-	args: {
-		accounts: brokerageAccountCards([
-			{
-				...syntheticAccount,
-				portfolioSummary: {
-					bondPositionCount: 105,
-					stockPositionCount: 21,
-					totalsByCurrency: [
-						{ currency: "RUB", value: "1234567890123456789.50" },
-						{ currency: "USD", value: "-9876543210987654321.50" },
-					],
-				},
-			},
-		]),
-	},
-	name: "Длинные суммы",
-};
-
-export const IndependentFreshness: Story
-	= {
-		args: {
-			accounts: brokerageAccountCards(
-				[
-					syntheticAccount,
-					{
-						...syntheticAccount,
-						id: "waiting",
-						name: "Новый счёт",
-						portfolioSummary: null,
-					},
-				],
-				[
-					{
-						availability: "available",
-						completeness: "complete",
-						dataRevision: "1",
-						freshness: "stale",
-						lastAttempt: {
-							finishedAt: "2026-09-24T10:31:00Z",
-							problems: [],
-							startedAt: "2026-09-24T10:30:00Z",
-							state: "failed",
-						},
-						lastSuccessfulAt: "2026-09-24T10:30:00Z",
-						resourceKey: "portfolio/storybook-account",
-					},
-					{
-						availability: "initial-loading",
-						completeness: "incomplete",
-						dataRevision: "0",
-						freshness: "unknown",
-						lastAttempt: {
-							finishedAt: null,
-							problems: [],
-							startedAt: "2026-09-24T10:30:00Z",
-							state: "running",
-						},
-						lastSuccessfulAt: null,
-						resourceKey: "portfolio/waiting",
-					},
-				],
 			),
-		},
+		]),
-		name: "Независимая свежесть и ошибка сводок",
+	},
-	};
+};

src/entities/brokerage-account/ui/BrokerageAccountList/BrokerageAccountList.test.tsx

@@ -5,122 +5,202 @@ import { describe, expect, it } from "vitest";
 
 import { resource } from "@/test/resource";
 
+import type { BrokerageAccount } from "../../api/useBrokerageAccounts";
+
 import { brokerageAccountCards } from "../../model/display";
 import { BrokerageAccountList } from "./BrokerageAccountList";
 
-describe("BrokerageAccountList", () => {
+type PortfolioSummary = NonNullable<BrokerageAccount["portfolioSummary"]>;
-	it("renders account details and an account link", () => {
-		render(
-			<MantineProvider>
-				<MemoryRouter>
-					<BrokerageAccountList
-						accounts={brokerageAccountCards([
-							{
-								id: "account-1",
-								name: "Основной",
-								openedOn: "2024-08-13",
-								portfolioSummary: {
-									bondPositionCount: 12,
-									stockPositionCount: 5,
-									totalsByCurrency: [
-										{ currency: "RUB", value: "1500" },
-										{ currency: "USD", value: "20" },
-										{ currency: "EUR", value: "5" },
-									],
-								},
-								type: "BROKERAGE",
 
-							},
+const portfolioSummary = {
-							{
+	bondPositionCount: 12,
-								id: "account-2",
+	cashBalances: [
-								name: "Недоступный",
+		{ currency: "RUB", value: "82500.5" },
-								openedOn: null,
+		{ currency: "USD", value: "20" },
-								portfolioSummary: null,
+	],
-								type: "BROKERAGE",
+	fundPositionCount: 0,
-							},
+	stockPositionCount: 5,
-							{
+	structure: {
-								id: "account-3",
+		currencies: [{
-								name: "Пустой",
+			categories: [
-								openedOn: null,
+				{ sharePercent: "50.000000", type: "STOCK", value: "100" },
-								portfolioSummary: {
+				{ sharePercent: "30.000000", type: "BOND", value: "60" },
-									bondPositionCount: 0,
+				{ sharePercent: "0.000000", type: "OTHER", value: "0" },
-									stockPositionCount: 2,
+				{ sharePercent: "20.000000", type: "CASH", value: "40" },
-									totalsByCurrency: [],
+			],
-								},
+			currency: "RUB",
-								type: "BROKERAGE",
+			hasNegativeValues: false,
-							},
+			totalValue: "200",
-						])}
+		}],
-					/>
+		unvaluedCategories: [],
-				</MemoryRouter>
+	},
-			</MantineProvider>,
+	totalPositionCount: 17,
-		);
+	totalsByCurrency: [
+		{ currency: "RUB", value: "123456789012345678901.995" },
+		{ currency: "USD", value: "20" },
+		{ currency: "EUR", value: "5" },
+	],
+	unrealizedReturnByCurrency: [
+		{
+			absolute: "136900",
+			costBasis: "1000000",
+			currency: "RUB",
+			partial: true,
+			percent: "12.40",
+		},
+		{
+			absolute: "-4.2",
+			costBasis: "24.2",
+			currency: "USD",
+			partial: false,
+			percent: "-3.05",
+		},
+		{
+			absolute: "0",
+			costBasis: "5",
+			currency: "EUR",
+			partial: false,
+			percent: null,
+		},
+	],
+} satisfies PortfolioSummary;
 
-		expect(screen.getByRole("link", { name: /Основной/ })).toHaveAttribute(
+type BrokerageAccountCardInput = Parameters<typeof BrokerageAccountList>[0][
-			"href",
+	"accounts"
-			"/accounts/account-1",
+];
-		);
-		expect(screen.getAllByText("Брокерский счет")).toHaveLength(3);
-		expect(screen.getByText(/^Открыт /)).toBeInTheDocument();
-		expect(screen.getByText("1 500 ₽")).toBeInTheDocument();
-		expect(screen.getByText("20 USD")).toBeInTheDocument();
-		expect(screen.getByText("Еще 1 валюта")).toBeInTheDocument();
-		expect(screen.getByText("Сводка временно недоступна")).toBeInTheDocument();
-		expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
-		expect(screen.getAllByText("Открыть счет")).toHaveLength(3);
-		const available = within(screen.getByRole("link", { name: /Основной/ }));
-		expect(available.getAllByRole("definition")[0]).toHaveTextContent("5");
-		expect(available.getAllByRole("definition")[1]).toHaveTextContent("12");
-		const unvalued = within(screen.getByRole("link", { name: /Пустой/ }));
-		expect(unvalued.getAllByRole("definition")[0]).toHaveTextContent("2");
-		expect(unvalued.getAllByRole("definition")[1]).toHaveTextContent("0");
-		expect(
-			within(screen.getByRole("link", { name: /Недоступный/ })).queryByText(
-				"Акции",
-			),
-		).not.toBeInTheDocument();
-	});
-});
 
-it("shows portfolio summary freshness independently for each account", () => {
+function account(
-	const accounts = brokerageAccountCards(
+	id: string,
-		["fresh", "stale"].map(
+	name: string,
+	summary: null | PortfolioSummary,
+): BrokerageAccount {
+	return {
+		id,
+		name,
+		openedOn: null,
+		portfolioSummary: summary,
+		type: "BROKERAGE",
+	};
+}
 
-			id =>
+function renderList(accounts: BrokerageAccountCardInput) {
-				({
+	return render(
-					id,
-					name: id,
-					openedOn: null,
-					portfolioSummary: {
-						bondPositionCount: 0,
-						stockPositionCount: 1,
-						totalsByCurrency: [{ currency: "RUB", value: "10" }],
-					},
-					type: "BROKERAGE" as const,
-				}),
-		),
-		[
-			resource(null, { freshness: "fresh", resourceKey: "portfolio/fresh" })
-				.meta,
-			resource(null, { freshness: "stale", resourceKey: "portfolio/stale" })
-				.meta,
-		],
-	);
-
-	render(
 		<MantineProvider>
 			<MemoryRouter>
 				<BrokerageAccountList accounts={accounts} />
 			</MemoryRouter>
 		</MantineProvider>,
 	);
-	expect(
+}
-		within(screen.getByRole("link", { name: /stale/ })).getByText(
+
-			"Данные требуют обновления",
+describe("BrokerageAccountList", () => {
-		),
+	it("renders returns, cash and structure with precise totals", () => {
-	).toBeVisible();
+		const nullReturnSummary: PortfolioSummary = {
-	expect(
+			...portfolioSummary,
-		within(screen.getByRole("link", { name: /fresh/ })).queryByText(
+			cashBalances: [],
-			"Данные требуют обновления",
+			structure: { currencies: [], unvaluedCategories: [] },
-		),
+			totalsByCurrency: [{ currency: "EUR", value: "5" }],
-	).not.toBeInTheDocument();
+			unrealizedReturnByCurrency: [{
+				absolute: "0",
+				costBasis: "5",
+				currency: "EUR",
+				partial: false,
+				percent: null,
+			}],
+		};
+
+		renderList(brokerageAccountCards([
+			account("account-1", "Основной", portfolioSummary),
+			account("account-2", "Без доходности", nullReturnSummary),
+		]));
+
+		const link = screen.getByRole("link", { name: /Основной/ });
+		expect(link).toHaveAttribute("href", "/accounts/account-1");
+		expect(within(link).getByText("123 456 789 012 345 678 902,00 ₽"))
+			.toBeInTheDocument();
+		expect(within(link).getByText("Еще 1 валюта")).toBeInTheDocument();
+		expect(within(link).getByText("+12,40 %")).toBeInTheDocument();
+		expect(within(link).getByText("+136 900 ₽")).toBeInTheDocument();
+		expect(within(link).getByText("−3,05 %")).toBeInTheDocument();
+		expect(within(link).getByText("−4,2 USD")).toBeInTheDocument();
+		const nullReturnLink = screen.getByRole("link", { name: /Без доходности/ });
+		expect(within(nullReturnLink).getByText("—")).toBeInTheDocument();
+		expect(within(link).getByText("частично")).toBeInTheDocument();
+		expect(within(link).getByText("82 500,50 ₽")).toBeInTheDocument();
+		expect(within(link).getAllByText("20,00 USD")).not.toHaveLength(0);
+		expect(within(link).getByText("17 позиций")).toBeInTheDocument();
+		expect(screen.getByRole("img", {
+			name: "Структура в RUB: Акции 50 %; Облигации 30 %; "
+				+ "Другие активы 0 %; Свободные деньги 20 %",
+		})).toBeInTheDocument();
+		const stockLegend = within(link).getByText(/Акции 50 %/);
+		expect(stockLegend).toHaveTextContent("● Акции 50 %");
+		// eslint-disable-next-line testing-library/no-node-access -- The legend is aria-hidden, so only DOM traversal reaches its container.
+		expect(stockLegend.parentElement).toHaveAttribute("aria-hidden", "true");
+		expect(within(link).queryByText(/Другие активы 0 %/)).not.toBeInTheDocument();
+		expect(link).toHaveTextContent("По данным брокера");
+		expect(link).toHaveTextContent("Структура RUB: Акции 100");
+	});
+
+	it("preserves empty, unavailable and stale states", () => {
+		const emptySummary: PortfolioSummary = {
+			...portfolioSummary,
+			cashBalances: [],
+			structure: { currencies: [], unvaluedCategories: [] },
+			totalPositionCount: 0,
+			totalsByCurrency: [],
+			unrealizedReturnByCurrency: [],
+		};
+
+		const cards = brokerageAccountCards([
+			account("empty", "Пустой", emptySummary),
+			account("unavailable", "Недоступный", null),
+			account("stale", "Устаревший", portfolioSummary),
+			account("failed", "Ошибка обновления", null),
+		], resource([], {
+			dependencies: [{
+				availability: "available",
+				completeness: "complete",
+				dataRevision: "stale-revision",
+				freshness: "stale",
+				lastAttempt: {
+					finishedAt: null,
+					problems: [],
+					startedAt: null,
+					state: "none",
+				},
+				lastSuccessfulAt: "2026-08-13T00:00:00Z",
+				resourceKey: "portfolio/stale",
+			}, {
+				availability: "available",
+				completeness: "complete",
+				dataRevision: "failed-revision",
+				freshness: "stale",
+				lastAttempt: {
+					finishedAt: "2026-08-14T00:01:00Z",
+					problems: [],
+					startedAt: "2026-08-14T00:00:00Z",
+					state: "failed",
+				},
+				lastSuccessfulAt: "2026-08-13T00:00:00Z",
+				resourceKey: "portfolio/failed",
+			}],
+			freshness: "stale",
+			lastSuccessfulAt: "2026-08-14T00:00:00Z",
+		}).meta.dependencies);
+
+		renderList(cards);
+
+		expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
+		expect(screen.getAllByText("Сводка временно недоступна"))
+			.toHaveLength(2);
+		const staleLink = screen.getByRole("link", { name: /Устаревший/ });
+		expect(within(staleLink).getByText("Данные требуют обновления"))
+			.toBeInTheDocument();
+		expect(within(staleLink).getByText(/Данные на/)).toBeInTheDocument();
+		const failedLink = screen.getByRole("link", { name: /Ошибка обновления/ });
+		expect(within(failedLink).getByText(
+			"Не удалось обновить данные. Показаны последние полученные.",
+		)).toBeInTheDocument();
+	});
 });

src/entities/brokerage-account/ui/BrokerageAccountList/BrokerageAccountList.tsx

@@ -1,11 +1,10 @@
-import type { FC } from "react";
+import type { CSSProperties, FC } from "react";
 
-import { Card, Group, SimpleGrid, Stack, Text } from "@mantine/core";
+import { Badge, Group, Stack, Text, VisuallyHidden } from "@mantine/core";
-import { WalletIcon } from "@wealthledger/icons";
 import { useTranslation } from "react-i18next";
 import { Link } from "react-router";
 
-import { formatDate, formatMoney } from "@/shared/lib";
+import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
 import { SourceSyncStatus } from "@/shared/ui";
 
 import type { BrokerageAccountCard } from "../../model/display";
@@ -13,12 +12,176 @@ import type { BrokerageAccountCard } from "../../model/display";
 import { accountTypeKey } from "../../model/display";
 import classes from "./BrokerageAccountList.module.css";
 
+const DECIMAL_PART_COUNT = 2;
+const STRUCTURE_CATEGORY_ORDER = ["STOCK", "BOND", "OTHER", "CASH"] as const;
+
+type AvailableSummary = Extract<
+	BrokerageAccountCard["summary"],
+	{ state: "available" }
+>;
+
 type BrokerageAccountListProps = { accounts: BrokerageAccountCard[] };
 
 type BrokerageAccountSummaryProps = {
 	summary: BrokerageAccountCard["summary"];
 };
 
+type PortfolioSummary = AvailableSummary["portfolio"];
+
+type ReturnValueProps = {
+	item: PortfolioSummary["unrealizedReturnByCurrency"][number];
+};
+
+type StructureCurrency = PortfolioSummary["structure"]["currencies"][number];
+
+function formatPercent(value: null | string) {
+	if (value === null) return "—";
+
+	const formatted = `${value.replace(".", ",")}\u{A0}%`;
+	if (isZero(value))
+		return value.startsWith("-") ? formatted.slice(1) : formatted;
+
+	return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
+}
+
+function formatStructurePercent(value: string) {
+	let trimmed = value;
+	while (trimmed.includes(".") && trimmed.endsWith("0"))
+		trimmed = trimmed.slice(0, -1);
+	if (trimmed.endsWith(".")) trimmed = trimmed.slice(0, -1);
+
+	return trimmed.replace(".", ",");
+}
+
+function isZero(value: string) {
+	const unsigned = value.startsWith("-") ? value.slice(1) : value;
+	const [integer = "", fraction = ""] = unsigned.split(".", DECIMAL_PART_COUNT);
+
+	return integer.replaceAll("0", "") === ""
+		&& fraction.replaceAll("0", "") === "";
+}
+
+const ReturnValue: FC<ReturnValueProps> = (props) => {
+	const { t } = useTranslation();
+	const { item } = props;
+
+	const isNegative = item.percent !== null
+		&& item.percent.startsWith("-")
+		&& !isZero(item.percent);
+
+	const isPositive = item.percent !== null
+		&& !item.percent.startsWith("-")
+		&& !isZero(item.percent);
+
+	let toneClass = classes.neutral;
+	if (isNegative) toneClass = classes.negative;
+	else if (isPositive) toneClass = classes.positive;
+
+	return (
+		<Group className={classes.return} gap="xs" wrap="nowrap">
+			<Text className={toneClass} fw={700} size="sm">
+				{formatPercent(item.percent)}
+			</Text>
+
+			<Text className={toneClass} size="sm">
+				{formatMoney(
+					{ currency: item.currency, value: item.absolute },
+					{ withSign: true },
+				)}
+			</Text>
+
+			{item.partial && (
+				<Text c="dimmed" size="xs">
+					{t("accounts.partial")}
+				</Text>
+			)}
+		</Group>
+	);
+};
+
+type StructureBarProps = { item: StructureCurrency };
+
+const StructureBar: FC<StructureBarProps> = (props) => {
+	const { t } = useTranslation();
+
+	const categories = STRUCTURE_CATEGORY_ORDER.flatMap((type) => {
+		const category = props.item.categories.find(item => item.type === type);
+
+		return category ? [category] : [];
+	});
+
+	const description = categories.map((category) => {
+		const label = t(portfolioCategoryPresentation[category.type].label);
+
+		const percent = category.sharePercent === null
+			? null
+			: formatStructurePercent(category.sharePercent);
+
+		return percent === null
+			? t("accounts.structure.incomplete", { category: label })
+			: t("accounts.structure.category", { category: label, percent });
+	}).join("; ");
+
+	const label = t("accounts.structure.label", {
+		currency: props.item.currency,
+		value: description,
+	});
+
+	const legendCategories = categories.filter(category =>
+		category.sharePercent === null || !isZero(category.sharePercent));
+
+	return (
+		<Stack gap={4}>
+			<div
+				aria-label={label}
+				className={classes.structureBar}
+				role="img"
+				title={label}
+			>
+				{categories.map((category) => {
+					const presentation = portfolioCategoryPresentation[category.type];
+
+					const style = {
+						"--category-color": `var(--mantine-color-${presentation.color.replace(".", "-")})`,
+						"width": `${category.sharePercent ?? 0}%`,
+					} as CSSProperties;
+
+					return (
+						<div
+							aria-hidden
+							className={classes.structureSection}
+							key={category.type}
+							style={style}
+						/>
+					);
+				})}
+			</div>
+
+			<Group aria-hidden gap="xs" wrap="wrap">
+				{legendCategories.map((category) => {
+					const presentation = portfolioCategoryPresentation[category.type];
+					const categoryLabel = t(presentation.label);
+
+					const text = category.sharePercent === null
+						? categoryLabel
+						: t("accounts.structure.category", {
+								category: categoryLabel,
+								percent: formatStructurePercent(category.sharePercent),
+							});
+
+					return (
+						<Text c="dimmed" key={category.type} size="xs">
+							<Text c={presentation.color} component="span">●</Text>
+							{" "}
+							{text}
+						</Text>
+					);
+				})}
+			</Group>
+		</Stack>
+	);
+};
+
 const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
 	const { summary } = props;
 	const { t } = useTranslation();
@@ -36,19 +199,51 @@ const BrokerageAccountSummary: FC<BrokerageAccountSummaryProps> = (props) => {
 		);
 
 	return (
-		<Stack className={classes.summary} gap={4}>
+		<Stack className={classes.balance} gap="xs">
-			{summary.totals.map(total => (
+			<Group align="flex-start" gap="lg" justify="flex-end" wrap="nowrap">
-				<Text className={classes.total} fw={700} key={total.currency}>
+				<Stack className={classes.summary} gap={4}>
-					{formatMoney(total)}
+					{summary.totals.map(total => (
-				</Text>
+						<Text className={classes.total} fw={700} key={total.currency}>
-			))}
+							{formatMoney(total, { withRoundedCents: true })}
+						</Text>
+					))}
 
-			{!!summary.remainingCurrencyCount && (
+					{!!summary.remainingCurrencyCount && (
-				<Text c="dimmed" size="sm">
+						<Text c="dimmed" size="sm">
-					{t("accounts.remainingCurrencies", {
+							{t("accounts.remainingCurrencies", {
-						count: summary.remainingCurrencyCount,
+								count: summary.remainingCurrencyCount,
+							})}
+						</Text>
+					)}
+				</Stack>
+
+				<Stack gap={4}>
+					{summary.totals.map((total) => {
+						const item = summary.portfolio.unrealizedReturnByCurrency.find(
+							returnItem => returnItem.currency === total.currency,
+						);
+
+						return item
+							? <ReturnValue item={item} key={total.currency} />
+							: null;
 					})}
-				</Text>
+				</Stack>
+			</Group>
+
+			{summary.portfolio.cashBalances.length > 0 && (
+				<Group className={classes.cash} gap="xs" justify="flex-end">
+					<Text c="dimmed" size="xs">
+						{t("accounts.cash")}
+					</Text>
+
+					<Stack gap={0}>
+						{summary.portfolio.cashBalances.map(cash => (
+							<Text className={classes.cashValue} key={cash.currency} size="sm">
+								{formatMoney(cash, { withRoundedCents: true })}
+							</Text>
+						))}
+					</Stack>
+				</Group>
 			)}
 		</Stack>
 	);
@@ -61,13 +256,13 @@ type BrokerageAccountSourceStatusProps = {
 const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
 	props,
 ) => {
-	const { source } = props;
 	const { t } = useTranslation();
-
+	const { source } = props;
 	const isSyncing = source?.lastAttempt.state === "running";
 
-	const errorText
+	const errorText = source?.lastAttempt.state === "failed"
-		= source?.lastAttempt.state === "failed" ? t("accounts.refreshError") : null;
+		? t("accounts.refreshError")
+		: null;
 
 	return (
 		<>
@@ -87,86 +282,110 @@ const BrokerageAccountSourceStatus: FC<BrokerageAccountSourceStatusProps> = (
 	);
 };
 
+type AccountDescriptionProps = {
+	account: BrokerageAccountCard;
+};
+
+const AccountDescription: FC<AccountDescriptionProps> = (props) => {
+	const { t } = useTranslation();
+	const { account, summary } = props.account;
+	if (summary.state !== "available") return null;
+
+	const returns = summary.portfolio.unrealizedReturnByCurrency.map(item =>
+		t("accounts.description.return", {
+			absolute: formatMoney(
+				{ currency: item.currency, value: item.absolute },
+				{ withSign: true },
+			),
+			currency: item.currency,
+			percent: formatPercent(item.percent),
+		}),
+	);
+
+	const structures = summary.portfolio.structure.currencies.map((item) => {
+		const categories = item.categories.map(category =>
+			t("accounts.description.structureCategory", {
+				category: t(portfolioCategoryPresentation[category.type].label),
+				value: formatMoney(
+					{ currency: item.currency, value: category.value },
+					{ withRoundedCents: true },
+				),
+			}),
+		).join(", ");
+
+		return t("accounts.description.structure", {
+			currency: item.currency,
+			value: categories,
+		});
+	});
+
+	const hasPartialReturn = summary.portfolio.unrealizedReturnByCurrency.some(
+		item => item.partial,
+	);
+
+	const details = [...returns, ...structures].join(". ");
+
+	return (
+		<VisuallyHidden>
+			{t("accounts.description.start", {
+				name: account.name,
+				type: t(accountTypeKey(account.type)),
+			})}
+			{t("accounts.description.currentValue", {
+				value: summary.portfolio.totalsByCurrency
+					.map(total => formatMoney(total)).join(", "),
+			})}
+			{details ? `${details}. ` : ""}
+			{hasPartialReturn ? t("accounts.brokerDescription") : ""}
+		</VisuallyHidden>
+	);
+};
+
 const BrokerageAccountList: FC<BrokerageAccountListProps> = (props) => {
-	const { accounts } = props;
 	const { t } = useTranslation();
 
 	return (
-		<SimpleGrid className={classes.list} cols={1} spacing="lg">
+		<ul className={classes.list}>
-			{accounts.map(({ account, positionCounts, source, summary }) => (
+			{props.accounts.map(({ account, positionCounts, source, summary }) => (
-				<Card
+				<li key={account.id}>
-					className={classes.card}
+					<Link className={classes.row} to={`/accounts/${account.id}`}>
-					component={Link}
+						<Group className={classes.identity} wrap="nowrap">
-					key={account.id}
+							<h2 className={classes.name}>{account.name}</h2>
-					padding="xl"
+
-					radius="lg"
+							<Badge className={classes.accountType} variant="light">
-					to={`/accounts/${account.id}`}
-					withBorder
-				>
-					<Stack className={classes.identity} gap="sm">
-						<Group gap="sm" justify="space-between" wrap="nowrap">
-							<Text className={classes.kicker} fw={700} size="xs">
 								{t(accountTypeKey(account.type))}
-							</Text>
+							</Badge>
-
-							<WalletIcon className={classes.accountIcon} />
 						</Group>
 
-						<Text className={classes.name} component="h2" fw={700}>
-							{account.name}
-						</Text>
-					</Stack>
-
-					<Stack className={classes.balance} gap="xs">
-						<Text c="dimmed" size="sm">
-							{t("accounts.currentValue")}
-						</Text>
-
 						<BrokerageAccountSummary summary={summary} />
 
-						<BrokerageAccountSourceStatus source={source} />
+						<Stack className={classes.details} gap={2}>
-					</Stack>
+							{positionCounts && (
+								<Text c="dimmed" size="xs">
+									{t("accounts.positions", {
+										count: positionCounts.total,
+									})}
+								</Text>
+							)}
 
-					{!!positionCounts && (
+							<BrokerageAccountSourceStatus source={source} />
-						<dl className={classes.positions}>
+						</Stack>
-							<div className={classes.stocks}>
-								<dt>{t("accounts.stocks")}</dt>
 
-								<dd>
+						{summary.state === "available" && (
-									{new Intl.NumberFormat("ru-RU").format(positionCounts.stocks)}
+							<Stack className={classes.structure} gap={4}>
-								</dd>
+								{summary.portfolio.structure.currencies.map(item => (
-							</div>
+									<StructureBar item={item} key={item.currency} />
-
+								))}
-							<div className={classes.bonds}>
+							</Stack>
-								<dt>{t("accounts.bonds")}</dt>
-
-								<dd>
-									{new Intl.NumberFormat("ru-RU").format(positionCounts.bonds)}
-								</dd>
-							</div>
-						</dl>
-					)}
-
-					<Group className={classes.footer} gap="sm" justify="space-between">
-						{!!account.openedOn && (
-							<Text c="dimmed" size="xs">
-								{t("accounts.openedOn", {
-									date: formatDate(account.openedOn),
-								})}
-							</Text>
 						)}
 
-						<Text className={classes.open} component="span" fw={600} size="sm">
+						<AccountDescription
-							{t("accounts.openAccount")}
+							account={{ account, positionCounts, source, summary }}
-
+						/>
-							<span aria-hidden="true" className={classes.arrow}>
+					</Link>
-								→
+				</li>
-							</span>
-						</Text>
-					</Group>
-				</Card>
 			))}
-		</SimpleGrid>
+		</ul>
 	);
 };
 

src/entities/brokerage-event/index.ts

@@ -2,8 +2,9 @@ export {
 	type BrokerageEvent,
 	useBrokerageEvents,
 } from "./api/useBrokerageEvents";
-export { brokerageEventKey } from "./model/event-key";
+export { brokerageEventGroupKey, brokerageEventKey } from "./model/event-key";
 export { BrokerageEventCard } from "./ui/BrokerageEventCard";
+export { BrokerageEventGroup } from "./ui/BrokerageEventGroup";
 export {
 	BrokerageEventsPreview,
 	type BrokerageEventsPreviewState,

src/entities/brokerage-event/model/event-key.test.ts

@@ -0,0 +1,57 @@
+import { describe, expect, it } from "vitest";
+
+import type { BrokerageEvent } from "../api/useBrokerageEvents";
+
+import { brokerageEventGroupKey } from "./event-key";
+
+const base: BrokerageEvent = {
+	account: { id: "account-1", name: "Брокерский" },
+	date: "2026-08-20",
+	dateKind: "event",
+	displayName: "ОФЗ 26238",
+	figi: "FIGI",
+	instrumentUid: "UID",
+	isin: "RU000A0JX0J2",
+	logoName: null,
+	projectedAmount: { currency: "RUB", value: "100" },
+	ticker: "OFZ",
+	type: "coupon",
+};
+
+describe("brokerageEventGroupKey", () => {
+	it("uses date, preferred identity, exact type and dateKind", () => {
+		const key = brokerageEventGroupKey(base);
+
+		expect(brokerageEventGroupKey({
+			...base,
+			account: { id: "account-2", name: "ИИС" },
+			figi: "OTHER-FIGI",
+		})).toBe(key);
+		expect(brokerageEventGroupKey({ ...base, date: "2026-08-21" }))
+			.not.toBe(key);
+		expect(brokerageEventGroupKey({ ...base, dateKind: "registry" }))
+			.not.toBe(key);
+		expect(brokerageEventGroupKey({ ...base, type: "dividend" }))
+			.not.toBe(key);
+	});
+
+	it("falls back through FIGI and ISIN and rejects missing identity", () => {
+		expect(brokerageEventGroupKey({ ...base, instrumentUid: null }))
+			.toBe(brokerageEventGroupKey({ ...base, instrumentUid: "" }));
+		expect(brokerageEventGroupKey({
+			...base,
+			figi: null,
+			instrumentUid: null,
+		})).toBe(brokerageEventGroupKey({
+			...base,
+			figi: "",
+			instrumentUid: null,
+		}));
+		expect(brokerageEventGroupKey({
+			...base,
+			figi: null,
+			instrumentUid: null,
+			isin: null,
+		})).toBeNull();
+	});
+});

src/entities/brokerage-event/model/event-key.ts

@@ -1,5 +1,13 @@
 import type { BrokerageEvent } from "../api/useBrokerageEvents";
 
+function brokerageEventGroupKey(event: BrokerageEvent): null | string {
+	const identity = event.instrumentUid || event.figi || event.isin;
+
+	return identity
+		? JSON.stringify([event.date, identity, event.type, event.dateKind])
+		: null;
+}
+
 function brokerageEventKey(event: BrokerageEvent) {
 	return JSON.stringify([
 		event.account?.id, event.type, event.date, event.instrumentUid,
@@ -7,4 +15,4 @@ function brokerageEventKey(event: BrokerageEvent) {
 	]);
 }
 
-export { brokerageEventKey };
+export { brokerageEventGroupKey, brokerageEventKey };

src/entities/brokerage-event/ui/BrokerageEventGroup.test.tsx

@@ -0,0 +1,122 @@
+import { MantineProvider } from "@mantine/core";
+import { render, screen, within } from "@testing-library/react";
+import { MemoryRouter } from "react-router";
+import { describe, expect, it } from "vitest";
+
+import type { BrokerageEvent } from "../api/useBrokerageEvents";
+
+import { BrokerageEventGroup } from "./BrokerageEventGroup";
+
+function event(
+	account: { id: string; name: string },
+	value: null | string,
+	currency = "RUB",
+): BrokerageEvent {
+	return {
+		account,
+		date: "2026-08-20",
+		dateKind: "registry",
+		displayName: "ОФЗ 26238",
+		figi: "FIGI",
+		instrumentUid: "UID",
+		isin: "RU000A0JX0J2",
+		logoName: null,
+		projectedAmount: value === null ? null : { currency, value },
+		ticker: "OFZ",
+		type: "coupon",
+	};
+}
+
+function renderGroup(
+	events: [BrokerageEvent, BrokerageEvent],
+	isTotalVisible = true,
+) {
+	return render(
+		<MantineProvider>
+			<MemoryRouter>
+				<ul>
+					<BrokerageEventGroup
+						events={events}
+						totalVisible={isTotalVisible}
+					/>
+				</ul>
+			</MemoryRouter>
+		</MantineProvider>,
+	);
+}
+
+describe("BrokerageEventGroup", () => {
+	it("shows an unsigned forecast total and every account forecast", () => {
+		renderGroup([
+			event({ id: "broker", name: "Брокерский" }, "100.5"),
+			event({ id: "iis", name: "ИИС" }, "49.5"),
+		]);
+
+		expect(screen.getByText("Купон · ОФЗ 26238")).toBeInTheDocument();
+		expect(screen.getByText("150 ₽")).toBeInTheDocument();
+		expect(screen.getAllByText("Прогноз").length).toBeGreaterThanOrEqual(3);
+
+		const accounts = within(screen.getByRole("list", {
+			name: /Купон · ОФЗ 26238, 20\.08\.2026 · Дата реестра, 150 ₽/,
+		}));
+
+		expect(accounts.getByText("Брокерский")).toBeInTheDocument();
+		expect(accounts.getByText("ИИС")).toBeInTheDocument();
+		expect(accounts.getByText("100,5 ₽")).toBeInTheDocument();
+		expect(accounts.getByText("49,5 ₽")).toBeInTheDocument();
+		expect(accounts.queryByRole("link")).not.toBeInTheDocument();
+	});
+
+	it("announces an unknown total as unavailable", () => {
+		renderGroup([
+			event({ id: "broker", name: "Брокерский" }, null),
+			event({ id: "iis", name: "ИИС" }, "49.5"),
+		]);
+
+		expect(screen.getByRole("list", {
+			name: /Купон · ОФЗ 26238.*Итог недоступен/,
+		})).toBeInTheDocument();
+		expect(screen.getByText("Сумма неизвестна")).toBeInTheDocument();
+	});
+
+	it("hides the total for incomplete data", () => {
+		renderGroup([
+			event({ id: "broker", name: "Брокерский" }, "100.5"),
+			event({ id: "iis", name: "ИИС" }, "49.5"),
+		], false);
+		expect(screen.queryByText("150 ₽")).not.toBeInTheDocument();
+	});
+
+	it("allows zero source forecasts to produce a visible zero total", () => {
+		renderGroup([
+			event({ id: "broker", name: "Брокерский" }, "0"),
+			event({ id: "iis", name: "ИИС" }, "0.00"),
+		]);
+
+		expect(screen.getAllByText("0 ₽")).toHaveLength(2);
+		expect(screen.getByText("0,00 ₽")).toBeInTheDocument();
+	});
+
+	it("shows separate forecast totals per currency without conversion", () => {
+		renderGroup([
+			event({ id: "broker", name: "Брокерский" }, "10", "USD"),
+			event({ id: "iis", name: "ИИС" }, "200"),
+		]);
+
+		expect(screen.getByRole("list", { name: /10 USD.*200 ₽/ }))
+			.toBeInTheDocument();
+	});
+
+	it("shows an offer group without a total", () => {
+		renderGroup([
+			{ ...event({ id: "broker", name: "Брокерский" }, null), type: "offer" },
+			{ ...event({ id: "iis", name: "ИИС" }, null), type: "offer" },
+		]);
+
+		const accounts = within(screen.getByRole("list", {
+			name: /Итог недоступен/,
+		}));
+
+		expect(accounts.getAllByRole("listitem")).toHaveLength(2);
+	});
+});

src/entities/brokerage-event/ui/BrokerageEventGroup.tsx

@@ -0,0 +1,87 @@
+import type { FC } from "react";
+
+import { EntryCard } from "@wealthledger/ui";
+import { useTranslation } from "react-i18next";
+
+import {
+	formatDate,
+	formatMoney,
+	instrumentLogoUrl,
+	sumMoney,
+	totalText,
+} from "@/shared/lib";
+import { AccountRow, EntryGroup, EntryGroupTotal } from "@/shared/ui";
+
+import type { BrokerageEvent } from "../api/useBrokerageEvents";
+
+import { brokerageEventKey } from "../model/event-key";
+
+type BrokerageEventGroupProps = {
+	events: [BrokerageEvent, BrokerageEvent, ...BrokerageEvent[]];
+	totalVisible: boolean;
+};
+
+const BrokerageEventGroup: FC<BrokerageEventGroupProps> = (props) => {
+	const { t } = useTranslation();
+	const [first] = props.events;
+	const typeLabel = t(`events.type.${first.type}`);
+
+	const amounts = props.events.flatMap(event =>
+		event.projectedAmount ? [event.projectedAmount] : [],
+	);
+
+	const totals = props.totalVisible && amounts.length === props.events.length
+		? sumMoney(amounts)
+		: null;
+
+	const date = formatDate(first.date);
+
+	const metadata = [
+		date,
+		first.dateKind === "registry" ? t("events.dateKind.registry") : null,
+	].filter(Boolean).join(" · ");
+
+	const title = `${typeLabel} · ${first.displayName}`;
+	const totalsText = totalText(totals, false);
+
+	const accessibleName = [
+		title,
+		metadata,
+		totalsText || t("entryGroup.totalUnavailable"),
+	].join(", ");
+
+	return (
+		<EntryGroup
+			header={(
+				<EntryCard
+					imageSrc={instrumentLogoUrl(first.logoName)}
+					initial={(first.ticker.trim()[0] ?? "?").toUpperCase()}
+					metadata={metadata}
+					title={title}
+					tone="neutral"
+					value={<EntryGroupTotal totals={totals} />}
+					valueLabel={t("payout.forecast")}
+					wrap
+				/>
+			)}
+			label={accessibleName}
+		>
+			{props.events.map((event) => {
+				const value = event.projectedAmount
+					? formatMoney(event.projectedAmount)
+					: t("events.noAmount");
+
+				return (
+					<AccountRow
+						accountName={event.account?.name ?? "—"}
+						key={brokerageEventKey(event)}
+						value={value}
+						valueLabel={t("payout.forecast")}
+					/>
+				);
+			})}
+		</EntryGroup>
+	);
+};
+
+export { BrokerageEventGroup };

src/entities/brokerage-event/ui/BrokerageEventsPreview/BrokerageEventsPreview.tsx

@@ -5,13 +5,18 @@ import { LoadingSkeleton } from "@wealthledger/ui";
 import { useTranslation } from "react-i18next";
 import { Link } from "react-router";
 
+import { groupItems } from "@/shared/lib";
+
 import type { BrokerageEvent } from "../../api/useBrokerageEvents";
 
-import { brokerageEventKey } from "../../model/event-key";
+import { brokerageEventGroupKey, brokerageEventKey } from "../../model/event-key";
 import { BrokerageEventCard } from "../BrokerageEventCard";
+import { BrokerageEventGroup } from "../BrokerageEventGroup";
 
 type BrokerageEventsPreviewProps = {
+	allAccounts?: boolean;
 	events: BrokerageEventsPreviewState;
+	moreLabel?: string;
 };
 
 type BrokerageEventsPreviewState
@@ -19,6 +24,7 @@ type BrokerageEventsPreviewState
 		items: BrokerageEvent[];
 		state: "loaded" | "partial";
 		to: string;
+		totalVisible?: boolean;
 	}
 	| { state: "empty"
 		| "error"
@@ -42,16 +48,35 @@ const BrokerageEventsPreview: FC<BrokerageEventsPreviewProps> = (props) => {
 
 			{events.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
 
-			{(events.state === "loaded" || events.state === "partial")
+			{(events.state === "loaded" || events.state === "partial") && (
-				&& events.items.map(event => (
+				<Stack
-					<BrokerageEventCard
+					component="ul"
-						event={event}
+					gap="sm"
-						key={brokerageEventKey(event)}
+					m={0}
-					/>
+					p={0}
-				))}
+					style={{ listStyle: "none" }}
+				>
+					{groupItems(
+						events.items,
+						props.allAccounts ? brokerageEventGroupKey : () => null,
+					).map(entry => entry.type === "group"
+						? (
+								<BrokerageEventGroup
+									events={entry.items}
+									key={entry.key}
+									totalVisible={events.totalVisible === true}
+								/>
+							)
+						: (
+								<li key={brokerageEventKey(entry.item)}>
+									<BrokerageEventCard event={entry.item} />
+								</li>
+							))}
+				</Stack>
+			)}
 
 			<Button component={Link} to={events.to} variant="subtle">
-				{t("events.open")}
+				{props.moreLabel ?? t("events.open")}
 			</Button>
 		</Stack>
 	);

src/features/auth/model/auth.test.tsx

@@ -3,8 +3,9 @@ import type { FC, PropsWithChildren } from "react";
 import { QueryClientProvider, useQueryClient } from "@tanstack/react-query";
 import { act, renderHook, waitFor } from "@testing-library/react";
 import { http, HttpResponse } from "msw";
-import { describe, expect, it } from "vitest";
+import { describe, expect, it, onTestFinished, vi } from "vitest";
 
+import * as sharedApi from "@/shared/api";
 import { apiClient, apiQueryClient, useAuthenticatedQuery } from "@/shared/api";
 import { createTestQueryClient } from "@/test/query";
 import { resource } from "@/test/resource";
@@ -398,4 +399,23 @@ describe("AuthProvider", () => {
 			expect(result.current.cards.data?.[0]?.id).toBe("b-card"),
 		);
 	});
+
+	it("registers auth handlers once until unmount", async () => {
+		const configure = vi.spyOn(sharedApi, "configureAuthClient");
+		onTestFinished(() => configure.mockRestore());
+
+		const { rerender, result, unmount } = renderHook(useAuth, {
+			wrapper: createAuthWrapper(createTestQueryClient()),
+		});
+
+		await waitFor(() => expect(result.current.ready).toBe(true));
+		const registrations = configure.mock.calls.length;
+
+		rerender();
+		expect(configure).toHaveBeenCalledTimes(registrations);
+
+		unmount();
+		expect(configure).toHaveBeenCalledTimes(registrations + 1);
+		expect(configure).toHaveBeenLastCalledWith();
+	});
 });

src/features/auth/model/auth.vm.ts

@@ -161,7 +161,8 @@ function useAuthProviderVm() {
 			refresh,
 			unavailable: () => unavailableRef.current,
 		});
-	});
+		// `user` tracks access-token changes, which configureAuthClient publishes as session state.
+	}, [clearSession, refresh, user]);
 	useEffect(() => () => configureAuthClient(), []);
 
 	const authContextValue = {

src/pages/account-events/ui/AccountEventsPage/AccountEventsPage.test.tsx

@@ -237,4 +237,79 @@ describe("AccountEventsPage", () => {
 			screen.queryByText("За выбранный период событий не найдено"),
 		).not.toBeInTheDocument();
 	});
+
+	it("groups same-day instrument events only in all-account mode", () => {
+		const events = [
+			{
+				account: { id: "broker", name: "Брокерский" },
+				date: "2026-08-20",
+				dateKind: "event",
+				displayName: "ОФЗ 26238",
+				figi: "FIGI",
+				instrumentUid: "UID",
+				isin: "RU000A0JX0J2",
+				logoName: null,
+				projectedAmount: { currency: "RUB", value: "200" },
+				ticker: "OFZ",
+				type: "coupon",
+			},
+			{
+				account: { id: "iis", name: "ИИС" },
+				date: "2026-08-20",
+				dateKind: "event",
+				displayName: "ОФЗ 26238",
+				figi: "FIGI",
+				instrumentUid: "UID",
+				isin: "RU000A0JX0J2",
+				logoName: null,
+				projectedAmount: { currency: "RUB", value: "100" },
+				ticker: "OFZ",
+				type: "coupon",
+			},
+		] as const;
+
+		query.mockReturnValue({
+			data: {
+				accountId: "all",
+				calculatedAt: "2026-08-14T00:00:00Z",
+				events: [...events],
+			},
+			isError: false,
+			isLoading: false,
+			meta: {
+				availability: "available",
+				completeness: "complete",
+				lastAttempt: {
+					finishedAt: null,
+					problems: [],
+					startedAt: null,
+					state: "none",
+				},
+			},
+			refetch: vi.fn(),
+		} as never);
+
+		render(
+			<MantineProvider>
+				<MemoryRouter initialEntries={["/accounts/all/events"]}>
+					<Routes>
+						<Route
+							element={<AccountEventsPage />}
+							path="/accounts/:accountId/events"
+						/>
+					</Routes>
+				</MemoryRouter>
+			</MantineProvider>,
+		);
+
+		expect(screen.getByText("Купон · ОФЗ 26238")).toBeInTheDocument();
+		expect(screen.getByText("300 ₽")).toBeInTheDocument();
+
+		const accounts = within(screen.getByRole("list", {
+			name: /Купон · ОФЗ 26238, 20\.08\.2026, 300 ₽/,
+		}));
+
+		expect(accounts.getByText("Брокерский")).toBeInTheDocument();
+		expect(accounts.getByText("ИИС")).toBeInTheDocument();
+	});
 });

src/pages/account-events/ui/AccountEventsPage/AccountEventsPage.vm.ts

@@ -18,6 +18,7 @@ import {
 
 type AccountEventsPageViewModel
 	= | {
+		allAccounts: boolean;
 		canApply: boolean;
 		draftPeriod: [null | string, null | string];
 		events: BrokerageEvent[];
@@ -29,6 +30,7 @@ type AccountEventsPageViewModel
 		partial?: boolean;
 		source?: InvestmentResourceMeta;
 		state: "loaded";
+		totalVisible: boolean;
 	}
 	| { onReset: () => void; state: "error" }
 	| { state: "loading" };
@@ -100,6 +102,7 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
 			: { state: "loading" };
 
 	return {
+		allAccounts: accountId === "all",
 		canApply:
 			(draftFrom !== appliedFrom || draftTo !== appliedTo)
 			&& isValidPeriod(draftFrom, draftTo),
@@ -121,6 +124,7 @@ function useAccountEventsPageViewModel(): AccountEventsPageViewModel {
 		partial: events.meta?.completeness === "incomplete",
 		source: events.meta,
 		state: "loaded",
+		totalVisible: events.meta?.completeness === "complete",
 	};
 }
 

src/pages/account-events/ui/AccountEventsPage/components/AccountEventsPageLoaded.view.tsx

@@ -13,8 +13,11 @@ import { useTranslation } from "react-i18next";
 
 import {
 	BrokerageEventCard,
+	BrokerageEventGroup,
+	brokerageEventGroupKey,
 	brokerageEventKey,
 } from "@/entities/brokerage-event";
+import { groupItems } from "@/shared/lib";
 import { SourceSyncStatus } from "@/shared/ui";
 
 import type { AccountEventsPageViewModel } from "../AccountEventsPage.vm";
@@ -30,14 +33,32 @@ const AccountEventsPageLoadedEvents: FC<AccountEventsPageLoadedProps> = (
 	props,
 ) => {
 	if (props.events.length > 0) {
+		const entries = groupItems(
+			props.events,
+			props.allAccounts ? brokerageEventGroupKey : () => null,
+		);
+
 		return (
-			<Stack gap="sm">
+			<Stack
-				{props.events.map(event => (
+				component="ul"
-					<BrokerageEventCard
+				gap="sm"
-						event={event}
+				m={0}
-						key={brokerageEventKey(event)}
+				p={0}
-					/>
+				style={{ listStyle: "none" }}
-				))}
+			>
+				{entries.map(entry => entry.type === "group"
+					? (
+							<BrokerageEventGroup
+								events={entry.items}
+								key={entry.key}
+								totalVisible={props.totalVisible}
+							/>
+						)
+					: (
+							<li key={brokerageEventKey(entry.item)}>
+								<BrokerageEventCard event={entry.item} />
+							</li>
+						))}
 			</Stack>
 		);
 	}

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

@@ -100,7 +100,10 @@ function money(currency: string, value: string) {
 	return { currency, value };
 }
 
-function renderPage(search = "from=2026-08-01&to=2026-08-27") {
+function renderPage(
+	search = "from=2026-08-01&to=2026-08-27",
+	accountId = "account-1",
+) {
 	configureAuthClient({
 		accessToken: () => "token",
 		clear: vi.fn(),
@@ -113,7 +116,7 @@ function renderPage(search = "from=2026-08-01&to=2026-08-27") {
 			<DatesProvider settings={{ locale: "ru" }}>
 				<QueryClientProvider client={queryClient}>
 					<MemoryRouter
-						initialEntries={[`/accounts/account-1/income?${search}`]}
+						initialEntries={[`/accounts/${accountId}/income?${search}`]}
 					>
 						<LocationProbe />
 
@@ -680,4 +683,110 @@ describe("income period and snapshot boundary", () => {
 		expect(screen.queryByText(/Итого:|Выплат:/)).not.toBeInTheDocument();
 		expect(screen.queryByRole("button")).not.toBeInTheDocument();
 	});
+
+	it("groups all-account payouts by instrument with an exact total", async () => {
+		server.use(
+			http.get(
+				"*/api/v1/brokerage-accounts/:accountId/income-analytics",
+				() => HttpResponse.json(resource({
+					...analytics,
+					accountId: "all",
+					entries: [
+						{
+							...entry(),
+							account: { id: "broker", name: "Брокерский" },
+							payment: money("RUB", "10"),
+						},
+						{
+							...entry(),
+							account: { id: "iis", name: "ИИС" },
+							id: "coupon-2",
+							payment: money("RUB", "20"),
+						},
+					],
+				})),
+			),
+		);
+		renderPage(undefined, "all");
+
+		expect(await screen.findByText("Купон · BOND")).toBeInTheDocument();
+		expect(screen.getByText("+30 ₽")).toBeInTheDocument();
+
+		const accounts = within(screen.getByRole("list", {
+			name: /Купон · BOND, Исполнено/,
+		}));
+
+		expect(accounts.getByText("Брокерский")).toBeInTheDocument();
+		expect(accounts.getByText("ИИС")).toBeInTheDocument();
+		expect(accounts.queryByRole("link")).not.toBeInTheDocument();
+	});
+
+	it("keeps repeated payout ids inside one group as separate cards", async () => {
+		server.use(
+			http.get(
+				"*/api/v1/brokerage-accounts/:accountId/income-analytics",
+				() => HttpResponse.json(resource({
+					...analytics,
+					accountId: "all",
+					entries: [
+						{
+							...entry(),
+							account: { id: "broker", name: "Брокерский" },
+							payment: money("RUB", "10"),
+						},
+						{
+							...entry(),
+							account: { id: "iis", name: "ИИС" },
+							payment: money("RUB", "20"),
+						},
+					],
+				})),
+			),
+		);
+		renderPage(undefined, "all");
+
+		expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
+
+		const accounts = within(screen.getByRole("list", {
+			name: /Купон · BOND/,
+		}));
+
+		expect(accounts.getAllByRole("listitem")).toHaveLength(2);
+	});
+
+	it("shows the group total after completeness changes to complete", async () => {
+		let completeness: "complete" | "incomplete" = "incomplete";
+
+		const entries = [
+			{
+				...entry(),
+				account: { id: "broker", name: "Брокерский" },
+				payment: money("RUB", "10"),
+			},
+			{
+				...entry(),
+				account: { id: "iis", name: "ИИС" },
+				id: "coupon-2",
+				payment: money("RUB", "20"),
+			},
+		];
+
+		server.use(
+			http.get(
+				"*/api/v1/brokerage-accounts/:accountId/income-analytics",
+				() => HttpResponse.json(
+					resource({ ...analytics, accountId: "all", entries }, { completeness }),
+				),
+			),
+		);
+		const view = renderPage(undefined, "all");
+
+		await screen.findByText("Купон · BOND");
+		expect(screen.queryByText("+30 ₽")).not.toBeInTheDocument();
+		view.unmount();
+
+		completeness = "complete";
+		renderPage(undefined, "all");
+		expect(await screen.findByText("+30 ₽")).toBeInTheDocument();
+	});
 });

src/pages/account-income/ui/AccountIncomePage/AccountIncomePage.vm.ts

@@ -31,6 +31,7 @@ type AccountIncomePageViewModel
 		onSubmit: (values: IncomeForm) => void;
 		partial?: boolean;
 		state: "loaded";
+		totalVisible: boolean;
 	}
 	| {
 		period: IncomePeriod;
@@ -116,6 +117,7 @@ const useAccountIncomePageViewModel = (): AccountIncomePageViewModel => {
 		onSubmit,
 		partial: analytics.meta?.completeness === "incomplete",
 		state: "loaded",
+		totalVisible: analytics.meta?.completeness === "complete",
 	};
 };
 

src/pages/account-income/ui/AccountIncomePage/components/AccountIncomePageLoaded.view.tsx

@@ -53,7 +53,11 @@ const AccountIncomePageLoaded: FC<LoadedProps> = (props) => {
 
 			<Alert color="blue">{t("income.taxBoundary")}</Alert>
 
-			<IncomePayments entries={display.entries} />
+			<IncomePayments
+				allAccounts={props.analytics.accountId === "all"}
+				entries={display.entries}
+				totalVisible={props.totalVisible}
+			/>
 		</Stack>
 	);
 };

src/pages/account-income/ui/AccountIncomePage/components/IncomePayments.view.tsx

@@ -3,13 +3,22 @@ import type { FC } from "react";
 import { Stack, Title } from "@mantine/core";
 import { useTranslation } from "react-i18next";
 
-import { LedgerEntryRow } from "@/entities/broker-operation";
+import {
+	brokerageOperationGroupKey,
+	LedgerEntryRow,
+	OperationGroup,
+} from "@/entities/broker-operation";
+import { groupItems } from "@/shared/lib";
 
 import type { IncomeDisplayModel } from "../../../model/display";
 
 import classes from "../AccountIncomePage.module.css";
 
-type IncomePaymentsProps = { entries: IncomeDisplayModel["entries"] };
+type IncomePaymentsProps = {
+	allAccounts?: boolean;
+	entries: IncomeDisplayModel["entries"];
+	totalVisible?: boolean;
+};
 
 const IncomePayments: FC<IncomePaymentsProps> = (props) => {
 	const { t } = useTranslation();
@@ -19,11 +28,24 @@ const IncomePayments: FC<IncomePaymentsProps> = (props) => {
 			<Title order={2}>{t("income.payments")}</Title>
 
 			<Stack className={classes.entries} component="ul" gap="sm">
-				{props.entries.map(({ key, operation }) => (
+				{groupItems(
-					<li key={key}>
+					props.entries,
-						<LedgerEntryRow operation={operation} wrap />
+					entry => props.allAccounts
-					</li>
+						? brokerageOperationGroupKey(entry.operation)
-				))}
+						: null,
+				).map(entry => entry.type === "group"
+					? (
+							<OperationGroup
+								entries={entry.items}
+								key={entry.key}
+								totalVisible={props.totalVisible === true}
+							/>
+						)
+					: (
+							<li key={entry.item.key}>
+								<LedgerEntryRow operation={entry.item.operation} wrap />
+							</li>
+						))}
 			</Stack>
 		</Stack>
 	);

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

@@ -2,7 +2,7 @@ import type { FC } from "react";
 
 import { MantineProvider } from "@mantine/core";
 import { QueryClientProvider } from "@tanstack/react-query";
-import { fireEvent, render, screen, waitFor } from "@testing-library/react";
+import { fireEvent, render, screen, waitFor, within } from "@testing-library/react";
 import { http, HttpResponse } from "msw";
 import {
 	MemoryRouter,
@@ -44,6 +44,25 @@ const operation: BrokerageOperation
 		type: "OPERATION_TYPE_BUY",
 	};
 
+function coupon(
+	id: string,
+	accountId: string,
+	accountName: string,
+	value: string,
+): BrokerageOperation {
+	return {
+		...operation,
+		account: { id: accountId, name: accountName },
+		category: "income",
+		description: "Купон",
+		id,
+		instrumentUid: "UID",
+		payment: { currency: "RUB", value },
+		ticker: "BOND",
+		type: "OPERATION_TYPE_COUPON",
+	};
+}
+
 const Navigation: FC = () => {
 	const location = useLocation();
 	const navigate = useNavigate();
@@ -71,12 +90,12 @@ function configureTestAuth() {
 	});
 }
 
-function renderPage(search = "") {
+function renderPage(search = "", accountId = "account-1") {
 	return render(
 		<QueryClientProvider client={createTestQueryClient()}>
 			<MantineProvider>
 				<MemoryRouter
-					initialEntries={[`/accounts/account-1/operations${search}`]}
+					initialEntries={[`/accounts/${accountId}/operations${search}`]}
 				>
 					<Routes>
 						<Route
@@ -217,6 +236,27 @@ describe("LedgerEntryRow", () => {
 	});
 });
 
+const historyStateResource = (historyState: "loading" | "partial") =>
+	HttpResponse.json(
+		resource(
+			{
+				hasNext: false,
+				items: [operation],
+				nextCursor: null,
+			},
+			{
+				coverage: {
+					asOf: null,
+					completeRanges: [],
+					historyBoundary: "unknown",
+					historyState,
+					missingRanges: [],
+					requested: [],
+				},
+			},
+		),
+	);
+
 describe("AccountOperationsPage", () => {
 	it.each(["account-1", "all"])(
 		"normalizes invalid periods and history, preserves one-sided UTC dates and resets cursors for %s",
@@ -478,6 +518,33 @@ describe("AccountOperationsPage", () => {
 		expect(screen.getByRole("button", { name: "Применить" })).toBeDisabled();
 	});
 
+	it("does not show the history loading alert when coverage is partial", async () => {
+		configureTestAuth();
+		server.use(
+			http.get(
+				"*/api/v1/brokerage-accounts/:accountId/operations",
+				() => historyStateResource("partial"),
+			),
+		);
+		renderPage();
+		await screen.findByText("Покупка акций");
+		expect(screen.queryByText("История догружается")).not.toBeInTheDocument();
+	});
+
+	it("shows the history loading alert while historyState is loading", async () => {
+		configureTestAuth();
+		server.use(
+			http.get(
+				"*/api/v1/brokerage-accounts/:accountId/operations",
+				() => historyStateResource("loading"),
+			),
+		);
+		renderPage();
+		expect(
+			await screen.findByText("История догружается"),
+		).toBeInTheDocument();
+	});
+
 	it("renders an error state", async () => {
 		configureTestAuth();
 		server.use(
@@ -602,3 +669,73 @@ it("recovers an invalid cursor at the first page without clearing applied filter
 	for (const key of ["from", "to", "categories"])
 		expect(searches[2].get(key)).toBe(searches[0].get(key));
 });
+
+describe("all-account operation groups", () => {
+	it("groups only the current page and rebuilds the group at its boundary", async () => {
+		configureTestAuth();
+		server.use(
+			http.get(
+				"*/api/v1/brokerage-accounts/:accountId/operations",
+				({ request }) => {
+					const cursor = new URL(request.url).searchParams.get("cursor");
+
+					const items = cursor
+						? [
+								coupon("X2", "iis", "ИИС", "150"),
+								coupon("X3", "broker", "Брокерский", "50"),
+								operation,
+							]
+						: [coupon("X1", "broker", "Брокерский", "100")];
+
+					return HttpResponse.json(resource({
+						accountId: "all",
+						hasNext: !cursor,
+						items,
+						nextCursor: cursor ? null : "page-2",
+					}));
+				},
+			),
+		);
+		renderPage("", "all");
+
+		await screen.findAllByText("Купон");
+		expect(screen.queryByRole("list", { name: "Разбивка по счетам" }))
+			.not.toBeInTheDocument();
+		fireEvent.click(screen.getByRole("button", { name: "Далее" }));
+
+		const accounts = await screen.findByRole("list", {
+			name: /Купон · BOND, Исполнено/,
+		});
+
+		expect(screen.getByText("Купон · BOND")).toBeInTheDocument();
+		expect(screen.getByText("+200 ₽")).toBeInTheDocument();
+		expect(within(accounts).getAllByRole("listitem")).toHaveLength(2);
+
+		fireEvent.click(screen.getByRole("button", { name: "Назад" }));
+		await screen.findAllByText("Купон");
+		expect(screen.queryByRole("list", { name: "Разбивка по счетам" }))
+			.not.toBeInTheDocument();
+	});
+
+	it("leaves repeated operations ungrouped for one account", async () => {
+		configureTestAuth();
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
+				HttpResponse.json(resource({
+					accountId: "account-1",
+					hasNext: false,
+					items: [
+						coupon("X1", "account-1", "Брокерский", "100"),
+						coupon("X2", "account-1", "Брокерский", "150"),
+					],
+					nextCursor: null,
+				})),
+			),
+		);
+		renderPage();
+
+		await screen.findAllByText("Купон");
+		expect(screen.queryByRole("list", { name: /Разбивка|Исполнено/ }))
+			.not.toBeInTheDocument();
+	});
+});

src/pages/account-operations/ui/AccountOperationsPage/AccountOperationsPage.vm.ts

@@ -25,6 +25,7 @@ const operationCategorySet = new Set<string>(operationCategories);
 
 type AccountOperationsPageViewModel
 	= | {
+		allAccounts: boolean;
 		canApply: boolean;
 		draftCategories: OperationCategory[];
 		draftPeriod: [null | string, null | string];
@@ -43,6 +44,7 @@ type AccountOperationsPageViewModel
 		partial?: boolean;
 		source?: InvestmentResourceMeta;
 		state: "loaded";
+		totalVisible: boolean;
 	}
 	| { onReset: () => void; state: "error" }
 	| { state: "loading" };
@@ -147,14 +149,13 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
 			|| !isSameCategories(draftCategories, appliedCategories);
 
 	return {
+		allAccounts: accountId === "all",
 		canApply: isDirty && isValidPeriod(draftFrom, draftTo),
 		draftCategories,
 		draftPeriod,
 		hasNext: Boolean(nextCursor && operations.data.hasNext),
 		hasPrevious: history.hasPrevious,
-		historyLoading:
+		historyLoading: operations.meta?.coverage?.historyState === "loading",
-			operations.meta?.coverage?.historyState === "loading"
-			|| operations.meta?.coverage?.historyState === "partial",
 		items: operations.data.items,
 		maxDate,
 		onApply: () => {
@@ -183,6 +184,7 @@ const useAccountOperationsPageVm = (): AccountOperationsPageViewModel => {
 		partial: operations.meta?.completeness === "incomplete",
 		source: operations.meta,
 		state: "loaded",
+		totalVisible: operations.meta?.completeness === "complete",
 	};
 };
 

src/pages/account-operations/ui/AccountOperationsPage/components/AccountOperationsPageLoaded.view.tsx

@@ -12,7 +12,13 @@ import { DatePickerInput } from "@mantine/dates";
 import { StateView } from "@wealthledger/ui";
 import { useTranslation } from "react-i18next";
 
-import { LedgerEntryRow, operationCategories } from "@/entities/broker-operation";
+import {
+	brokerageOperationGroupKey,
+	LedgerEntryRow,
+	operationCategories,
+	OperationGroup,
+} from "@/entities/broker-operation";
+import { groupItems } from "@/shared/lib";
 import { SourceSyncStatus } from "@/shared/ui";
 
 import type { AccountOperationsPageViewModel } from "../AccountOperationsPage.vm";
@@ -24,22 +30,49 @@ type AccountOperationsPageLoadedProps = Extract<
 
 const AccountOperationsPageLoadedOperations: FC<
 	AccountOperationsPageLoadedProps
-> = (props) => { // eslint-disable-line sonarjs/function-return-type -- React renders elements and lists.
+> = (props) => {
 	const { t } = useTranslation();
 
 	const { items } = props;
 
 	if (items.length > 0) {
-		return items.map(operation => (
+		const entries = groupItems(
-			<LedgerEntryRow
+			items.map(operation => ({
-				key={JSON.stringify([
+				key: JSON.stringify([
 					operation.account?.id,
 					operation.id,
 					operation.logoName,
-				])}
+				]),
-				operation={operation}
+				operation,
-			/>
+			})),
-		));
+			entry => props.allAccounts
+				? brokerageOperationGroupKey(entry.operation)
+				: null,
+		);
+
+		return (
+			<Stack
+				component="ul"
+				gap="lg"
+				m={0}
+				p={0}
+				style={{ listStyle: "none" }}
+			>
+				{entries.map(entry => entry.type === "group"
+					? (
+							<OperationGroup
+								entries={entry.items}
+								key={entry.key}
+								totalVisible={props.totalVisible}
+							/>
+						)
+					: (
+							<li key={entry.item.key}>
+								<LedgerEntryRow operation={entry.item.operation} />
+							</li>
+						))}
+			</Stack>
+		);
 	}
 
 	if (props.partial) {

src/pages/account/model/concentration.test.ts

@@ -0,0 +1,175 @@
+import { describe, expect, it } from "vitest";
+
+import type { Portfolio } from "@/entities/portfolio";
+
+import { toConcentration } from "./concentration";
+import { portfolio, position } from "./positions.fixtures";
+
+function snapshot(positions: Portfolio["positions"]): Portfolio {
+	return { ...portfolio, positions };
+}
+
+function stock(
+	name: string,
+	value: null | string,
+	currency = "RUB",
+	overrides: Partial<Portfolio["positions"][number]> = {},
+): Portfolio["positions"][number] {
+	return {
+		...position,
+		currentValue: value === null ? null : { currency, value },
+		displayName: name,
+		...overrides,
+	};
+}
+
+const labels = {
+	missingIssuer: "Эмитент не указан",
+	missingSector: "Сектор не указан",
+	other: "Прочее",
+	sector: (code: string) => code,
+};
+
+describe("account concentration", () => {
+	it("uses exact positive values and excludes cash, negatives and nulls", () => {
+		const model = toConcentration(snapshot([
+			stock("A", "1"), stock("B", "15"),
+			stock("C", "0"), stock("D", "-50"), stock("E", null),
+			stock("F", null, "USD"), stock("G", "-3", "USD"),
+		]), "stocks", "RUB", labels);
+
+		expect(model.currencies).toEqual(["RUB", "USD"]);
+		expect(model.total).toBe("16");
+		expect(model.items.map(item => item.share)).toEqual(["93,8 %", "6,3 %"]);
+		expect(model.unaccounted).toBe(3);
+		const negative = snapshot([stock("A", "-3", "USD")]);
+		expect(toConcentration(negative, "stocks", "USD", labels))
+			.toMatchObject({ empty: true, unaccounted: 1 });
+	});
+
+	it("ranks seven positions with exact other and top-five totals", () => {
+		const model = toConcentration(snapshot([
+			stock("A", "400"), stock("B", "250"), stock("C", "150"),
+			stock("D", "100"), stock("E", "50"), stock("F", "30"),
+			stock("G", "20"),
+		]), "stocks", "RUB", labels);
+
+		expect(model.items.map(item => item.amount)).toEqual([
+			"400", "250", "150", "100", "50",
+		]);
+		expect(model.other).toMatchObject({
+			amount: "50", count: 2, share: "5 %",
+		});
+		expect(model.top5Share).toBe("95 %");
+		expect(model.other?.entries.map(item => item.share)).toEqual([
+			"3 %", "2 %",
+		]);
+	});
+
+	it("keeps sixth row, tiny share and stable alphabetical ties", () => {
+		const model = toConcentration(snapshot([
+			stock("Сбер", "100"), stock("X5", "100"),
+			stock("VK", "100"), stock("D", "100"),
+			stock("E", "100"), stock("F", "100"),
+		]), "stocks", "RUB", labels);
+
+		expect(model.items).toHaveLength(6);
+		expect(model.other).toBeNull();
+		expect(model.items.slice(0, 2).map(item => item.name)).toEqual([
+			"D", "E",
+		]);
+
+		const tiny = snapshot([
+			stock("Large", "100000000"), stock("Small", "1"),
+		]);
+
+		expect(toConcentration(tiny, "stocks", "RUB", labels).items[1]?.share)
+			.toBe("< 0,1 %");
+	});
+
+	it("groups sectors and issuers by codes, not labels", () => {
+		const positions = [
+			stock("A", "300", "RUB", {
+				issuer: { id: "one", name: "Сбербанк" }, sector: "energy",
+			}),
+			stock("B", "200", "RUB", {
+				issuer: { id: "one", name: "Сбер" }, sector: "energy",
+				type: "BOND",
+			}),
+			stock("C", "100", "RUB", {
+				issuer: { id: "two", name: "Сбер" }, sector: "financial",
+				type: "FUND",
+			}),
+			stock("D", "50", "RUB", { issuer: null, sector: null }),
+		];
+
+		expect(toConcentration(snapshot(positions), "sectors", "RUB", labels)
+			.items.map(item => item.amount)).toEqual(["500", "100", "50"]);
+		expect(toConcentration(snapshot(positions), "issuers", "RUB", labels)
+			.items.map(item => [item.name, item.amount])).toEqual([
+			["Сбербанк", "500"], ["", "50"],
+		]);
+	});
+
+	it("orders equal sums by displayed name", () => {
+		const issuers = snapshot([
+			stock("A", "300", "RUB", {
+				issuer: { id: "g", name: "Газпром" }, sector: "energy",
+			}),
+			stock("B", "300", "RUB", {
+				issuer: { id: "s", name: "Сбер" }, sector: "energy",
+			}),
+			stock("C", "200", "RUB", { issuer: null, sector: "energy" }),
+			stock("D", "100", "RUB", { issuer: null, sector: "energy" }),
+		]);
+
+		expect(toConcentration(issuers, "issuers", "RUB", labels)
+			.items.map(item => [item.label, item.amount])).toEqual([
+			["Газпром", "300"], ["Сбер", "300"], ["Эмитент не указан", "300"],
+		]);
+
+		const sectors = snapshot([
+			stock("A", "100", "RUB", { sector: "it" }),
+			stock("B", "100", "RUB", { sector: "energy" }),
+		]);
+
+		const sectorLabels = {
+			...labels,
+			sector: (code: string) => code === "it"
+				? "Информационные технологии"
+				: "Энергетика",
+		};
+
+		expect(toConcentration(sectors, "sectors", "RUB", sectorLabels)
+			.items.map(item => item.label))
+			.toEqual(["Информационные технологии", "Энергетика"]);
+	});
+
+	it("chooses issuer name from the largest position, then alphabetically", () => {
+		const data = snapshot([
+			stock("A", "100", "RUB", {
+				issuer: { id: "brand", name: "Ястреб" },
+			}),
+			stock("B", "300", "RUB", {
+				issuer: { id: "brand", name: "Альфа" },
+			}),
+			stock("C", "400", "RUB", {
+				issuer: { id: "other", name: "Бета" },
+			}),
+		]);
+
+		expect(toConcentration(data, "issuers", "RUB", labels).items
+			.map(item => [item.name, item.label, item.amount])).toEqual([
+			["Альфа", "Альфа", "400"], ["Бета", "Бета", "400"],
+		]);
+	});
+
+	it("uses ISIN before ticker for bonds", () => {
+		const data = snapshot([stock("Облигация", "100", "RUB", {
+			isin: "RU000A0JX0J2", ticker: "BOND", type: "BOND",
+		})]);
+
+		expect(toConcentration(data, "bonds", "RUB", labels)
+			.items[0]?.logo?.subtitle).toBe("RU000A0JX0J2");
+	});
+});

src/pages/account/model/concentration.ts

@@ -0,0 +1,300 @@
+import type { Portfolio } from "@/entities/portfolio";
+
+import {
+	type Decimal,
+	decimalFromString,
+	decimalToString,
+	instrumentLogoUrl,
+	sumDecimals,
+} from "@/shared/lib";
+
+type Concentration = {
+	currencies: string[];
+	empty: boolean;
+	items: ConcentrationItem[];
+	other: ConcentrationOther | null;
+	top5Share: null | string;
+	total: null | string;
+	unaccounted: number;
+};
+
+type ConcentrationItem = {
+	amount: string;
+	chartValue: number;
+	key: string;
+	label: string;
+	logo: ConcentrationLogo | null;
+	name: string;
+	share: string;
+	unknown: boolean;
+};
+
+type ConcentrationLabels = {
+	missingIssuer: string;
+	missingSector: string;
+	other: string;
+	sector: (code: string) => string;
+};
+
+type ConcentrationLogo = {
+	src: null | string;
+	subtitle: null | string;
+};
+
+type ConcentrationOther = ConcentrationItem & {
+	count: number;
+	entries: ConcentrationItem[];
+};
+
+type Group = {
+	best?: { name: string; value: Decimal };
+	first: number;
+	key: string;
+	label: string;
+	logo: ConcentrationLogo | null;
+	name: string;
+	unknown: boolean;
+	values: Decimal[];
+};
+
+type Position = Portfolio["positions"][number];
+
+type Slice = "bonds"
+	| "issuers"
+	| "sectors"
+	| "stocks";
+
+const eligibleTypes = new Set(["BOND", "FUND", "STOCK"]);
+const RADIX = 10n;
+const CHART_PRECISION = 1_000_000n;
+const SHARE_PRECISION = 1000n;
+const HALF = 2n;
+const TOP = 5;
+const FIRST_OTHER = 7;
+
+const compareNames = (a: string, b: string) =>
+	a.toLowerCase().localeCompare(b.toLowerCase(), "en", {
+		numeric: false,
+	});
+
+function addPosition(
+	groups: Map<string, Group>,
+	position: Position,
+	index: number,
+	slice: Slice,
+	labels: ConcentrationLabels,
+	selected: null | string,
+): number {
+	if (!isIncluded(slice, position.type)) return 0;
+	if (!position.currentValue) return 1;
+	if (position.currentValue.currency !== selected) return 0;
+	const value = decimalFromString(position.currentValue.value);
+	if (value.value < 0n) return 1;
+	if (value.value === 0n) return 0;
+	const identity = groupIdentity(position, slice, index, labels);
+
+	const group = groups.get(identity.key) ?? {
+		...identity, first: index, values: [],
+	};
+
+	group.values.push(value);
+
+	if (slice === "issuers" && !identity.unknown) {
+		const best = group.best;
+
+		if (!best || compareDecimal(value, best.value) > 0
+			|| (compareDecimal(value, best.value) === 0
+				&& compareNames(identity.name, best.name) < 0)) {
+			group.best = { name: identity.name, value };
+			group.name = identity.name;
+			group.label = identity.label;
+		}
+	}
+
+	groups.set(identity.key, group);
+
+	return 0;
+}
+
+function chartValue(part: Decimal, total: Decimal): number {
+	const scale = Math.max(part.scale, total.scale);
+	const numerator = part.value * RADIX ** BigInt(scale - part.scale);
+	const denominator = total.value * RADIX ** BigInt(scale - total.scale);
+
+	return Number(numerator * CHART_PRECISION / denominator)
+		/ Number(CHART_PRECISION);
+}
+
+function compareDecimal(a: Decimal, b: Decimal): number {
+	const scale = Math.max(a.scale, b.scale);
+	const left = a.value * RADIX ** BigInt(scale - a.scale);
+	const right = b.value * RADIX ** BigInt(scale - b.scale);
+
+	if (left > right) return 1;
+
+	return left < right ? -1 : 0;
+}
+
+function concentrationCurrencies(portfolio: Portfolio): string[] {
+	return [...new Set(portfolio.positions
+		.filter(position => eligibleTypes.has(position.type))
+		.filter(position => position.currentValue
+			&& decimalFromString(position.currentValue.value).value !== 0n)
+		.map(position => position.currentValue?.currency)
+		.filter((value): value is string => !!value))]
+		.toSorted((a, b) => a.localeCompare(b));
+}
+
+function groupIdentity(
+	position: Position,
+	slice: Slice,
+	index: number,
+	labels: ConcentrationLabels,
+) {
+	if (slice === "sectors") {
+		const sector = position.sector;
+		const isUnknown = !sector;
+
+		return {
+			key: sector ?? "",
+			label: isUnknown
+				? labels.missingSector
+				: labels.sector(sector),
+			logo: null,
+			name: sector ?? "",
+			unknown: isUnknown,
+		};
+	}
+
+	if (slice === "issuers") {
+		const isUnknown = !position.issuer;
+
+		return {
+			key: position.issuer?.id ?? "",
+			label: position.issuer ? position.issuer.name : labels.missingIssuer,
+			logo: null,
+			name: position.issuer?.name ?? "",
+			unknown: isUnknown,
+		};
+	}
+
+	return {
+		key: String(index),
+		label: position.displayName,
+		logo: {
+			src: instrumentLogoUrl(position.logoName),
+			subtitle: slice === "bonds"
+				? position.isin ?? position.ticker ?? position.figi
+				: position.ticker ?? position.isin ?? position.figi,
+		},
+		name: position.displayName,
+		unknown: false,
+	};
+}
+
+function isIncluded(slice: Slice, type: string): boolean {
+	if (slice === "stocks") return type === "STOCK";
+	if (slice === "bonds") return type === "BOND";
+
+	return slice === "issuers" ? type === "STOCK" || type === "BOND" : eligibleTypes.has(type);
+}
+
+function share(part: Decimal, total: Decimal): string {
+	const scale = Math.max(part.scale, total.scale);
+	const numerator = part.value * RADIX ** BigInt(scale - part.scale);
+	const denominator = total.value * RADIX ** BigInt(scale - total.scale);
+	if (numerator * SHARE_PRECISION < denominator) return "< 0,1 %";
+
+	const tenths = (numerator * SHARE_PRECISION * HALF + denominator)
+		/ (HALF * denominator);
+
+	return tenths % RADIX === 0n ? `${tenths / RADIX} %` : `${tenths / RADIX},${tenths % RADIX} %`;
+}
+
+function toConcentration(
+	portfolio: Portfolio,
+	slice: Slice,
+	currency: null | string,
+	labels: ConcentrationLabels,
+): Concentration {
+	const currencies = concentrationCurrencies(portfolio);
+
+	const selected = currency && currencies.includes(currency)
+		? currency
+		: currencies[0] ?? null;
+
+	const groups = new Map<string, Group>();
+	let unaccounted = 0;
+
+	for (const [index, position] of portfolio.positions.entries()) {
+		unaccounted += addPosition(
+			groups, position, index, slice, labels, selected,
+		);
+	}
+
+	const ranked = Array.from(groups.values(), group => ({
+		...group, sum: sumDecimals(group.values),
+	})).toSorted((a, b) => compareDecimal(b.sum, a.sum)
+		|| compareNames(a.label, b.label) || a.first - b.first);
+
+	const total = ranked.length > 0
+		? sumDecimals(ranked.map(item => item.sum))
+		: null;
+
+	const entries = total
+		? ranked.map(group => ({
+				amount: decimalToString(group.sum),
+				chartValue: chartValue(group.sum, total),
+				key: group.key,
+				label: group.label,
+				logo: group.logo,
+				name: group.name,
+				share: share(group.sum, total),
+				unknown: group.unknown,
+			}))
+		: [];
+
+	const rest = entries.length >= FIRST_OTHER ? entries.slice(TOP) : [];
+
+	const otherSum = rest.length > 0
+		? sumDecimals(ranked.slice(TOP).map(item => item.sum))
+		: null;
+
+	const other = otherSum && total
+		? {
+				amount: decimalToString(otherSum),
+				chartValue: chartValue(otherSum, total),
+				count: rest.length,
+				entries: rest,
+				key: "__other",
+				label: labels.other,
+				logo: null,
+				name: "", share: share(otherSum, total), unknown: false,
+			}
+		: null;
+
+	const top5 = ranked.length > TOP
+		? sumDecimals(ranked.slice(0, TOP).map(item => item.sum))
+		: null;
+
+	return {
+		currencies,
+		empty: !total,
+		items: other ? entries.slice(0, TOP) : entries,
+		other,
+		top5Share: top5 && total ? share(top5, total) : null,
+		total: total && decimalToString(total),
+		unaccounted,
+	};
+}
+
+export {
+	concentrationCurrencies,
+	toConcentration,
+};
+export type {
+	Concentration,
+	ConcentrationItem,
+	ConcentrationLabels,
+	Slice,
+};

src/pages/account/model/positions.fixtures.ts

@@ -13,8 +13,10 @@ const portfolio
 				displayName: "Акция",
 				figi: "FIGI-STOCK",
 				isin: null,
+				issuer: null,
 				logoName: "akciya.png",
 				quantity: "2",
+				sector: null,
 				ticker: null,
 				type: "STOCK",
 			},
@@ -25,8 +27,10 @@ const portfolio
 				displayName: "Облигация",
 				figi: "FIGI-BOND",
 				isin: "RU000A0JX0J2",
+				issuer: null,
 				logoName: null,
 				quantity: "1",
+				sector: null,
 				ticker: null,
 				type: "BOND",
 			},
@@ -37,8 +41,10 @@ const portfolio
 				displayName: "Фонд",
 				figi: "FIGI-FUND",
 				isin: null,
+				issuer: null,
 				logoName: "fond.png",
 				quantity: "3",
+				sector: null,
 				ticker: null,
 				type: "FUND",
 			},

src/pages/account/model/positions.test.ts

@@ -2,9 +2,19 @@ import { describe, expect, it } from "vitest";
 
 import type { Portfolio } from "@/entities/portfolio";
 
-import { toAccountPagePositionSections } from "./positions";
+import {
+	formatPositionReturnPercent,
+	toAccountPagePositionSections,
+	toUnrealizedReturns,
+} from "./positions";
 import { portfolio, position, second } from "./positions.fixtures";
 
+function makePosition(
+	overrides: Partial<Portfolio["positions"][number]>,
+): Portfolio["positions"][number] {
+	return { ...position, ...overrides };
+}
+
 function sections(positions: Portfolio["positions"]) {
 	return toAccountPagePositionSections({
 		...portfolio,
@@ -82,6 +92,8 @@ describe("account position sections", () => {
 					{
 						displayName: "Акция",
 						logoSrc: "https://invest-brands.cdn-tinkoff.ru/akciyax160.png",
+						returnPercent: null,
+						returnPercentText: null,
 						returnText: "+10 ₽",
 						returnTone: "positive",
 						shareText: "66,7 %",
@@ -95,6 +107,8 @@ describe("account position sections", () => {
 					{
 						displayName: "Облигация",
 						logoSrc: null,
+						returnPercent: "-11.111111",
+						returnPercentText: "-11,11 %",
 						returnText: "-5 ₽",
 						returnTone: "negative",
 						shareText: "33,3 %",
@@ -107,6 +121,8 @@ describe("account position sections", () => {
 					{
 						displayName: "Фонд",
 						logoSrc: null,
+						returnPercent: null,
+						returnPercentText: null,
 						returnText: null,
 						returnTone: undefined,
 						shareText: null,
@@ -187,3 +203,109 @@ describe("account position sections", () => {
 		expect(source).toEqual(before);
 	});
 });
+
+describe("account position returns", () => {
+	it.each([
+		{
+			absoluteReturn: { currency: "RUB", value: "25" },
+			averagePurchasePrice: { currency: "RUB", value: "280" },
+			expected: "7.142857",
+			name: "gain",
+			quantity: "1.25",
+			type: "STOCK",
+		},
+		{
+			absoluteReturn: { currency: "RUB", value: "-25" },
+			averagePurchasePrice: { currency: "RUB", value: "280" },
+			expected: "-7.142857",
+			name: "loss",
+			quantity: "1.25",
+			type: "STOCK",
+		},
+		{
+			absoluteReturn: { currency: "RUB", value: "-5" },
+			averagePurchasePrice: { currency: "RUB", value: "45" },
+			expected: "-11.111111",
+			name: "bond without accrued interest",
+			quantity: "1",
+			type: "BOND",
+		},
+	] as const)("calculates $name from the clean purchase cost", (testCase) => {
+		const result = sections([makePosition({
+			absoluteReturn: testCase.absoluteReturn,
+			averagePurchasePrice: testCase.averagePurchasePrice,
+			quantity: testCase.quantity,
+			type: testCase.type,
+		})]);
+
+		expect(result[0]?.groups[0]?.positions[0].returnPercent)
+			.toBe(testCase.expected);
+	});
+
+	it.each([
+		{ name: "zero quantity", overrides: { quantity: "0" } },
+		{ name: "negative quantity", overrides: { quantity: "-1" } },
+		{ name: "missing average price", overrides: { averagePurchasePrice: null } },
+		{
+			name: "currency mismatch",
+			overrides: { averagePurchasePrice: { currency: "USD", value: "280" } },
+		},
+		{ name: "zero cost", overrides: { averagePurchasePrice: { currency: "RUB", value: "0" } } },
+	])("returns null for $name", ({ overrides }) => {
+		const result = sections([makePosition({
+			absoluteReturn: { currency: "RUB", value: "25" },
+			averagePurchasePrice: { currency: "RUB", value: "280" },
+			quantity: "1.25",
+			...overrides,
+		})]);
+
+		expect(result[0]?.groups[0]?.positions[0].returnPercent).toBeNull();
+	});
+
+	it.each([
+		{ absoluteReturn: "1", expected: "0.000001" },
+		{ absoluteReturn: "-1", expected: "-0.000001" },
+	])("rounds an exact half away from zero for $absoluteReturn", (testCase) => {
+		const result = sections([makePosition({
+			absoluteReturn: { currency: "RUB", value: testCase.absoluteReturn },
+			averagePurchasePrice: { currency: "RUB", value: "200000000" },
+			quantity: "1",
+		})]);
+
+		expect(result[0]?.groups[0]?.positions[0].returnPercent)
+			.toBe(testCase.expected);
+	});
+
+	it.each([
+		{ expected: "+1.01", value: "1.005" },
+		{ expected: "-1.01", value: "-1.005" },
+	])("formats $value for display with a sign and two decimals", (testCase) => {
+		expect(formatPositionReturnPercent(testCase.value)).toBe(testCase.expected);
+	});
+
+	it("sums complete unrealized returns by currency", () => {
+		const result = toUnrealizedReturns([
+			makePosition({ absoluteReturn: { currency: "RUB", value: "0.1" } }),
+			makePosition({ absoluteReturn: { currency: "RUB", value: "0.2" } }),
+			makePosition({ absoluteReturn: { currency: "USD", value: "-2.5" } }),
+		]);
+
+		expect(result).toEqual([
+			{ currency: "RUB", value: "0.3" },
+			{ currency: "USD", value: "-2.5" },
+		]);
+	});
+
+	it("omits only currencies with incomplete returns", () => {
+		const result = toUnrealizedReturns([
+			makePosition({ absoluteReturn: { currency: "RUB", value: "10" } }),
+			makePosition({
+				absoluteReturn: null,
+				currentValue: { currency: "RUB", value: "100" },
+			}),
+			makePosition({ absoluteReturn: { currency: "USD", value: "2" } }),
+		]);
+
+		expect(result).toEqual([{ currency: "USD", value: "2" }]);
+	});
+});

src/pages/account/model/positions.ts

@@ -1,9 +1,19 @@
 import { formatShare, type Portfolio } from "@/entities/portfolio";
-import { formatMoney, instrumentLogoUrl } from "@/shared/lib";
+import {
+	type Decimal,
+	decimalFromString,
+	decimalToString,
+	formatDecimal,
+	formatMoney,
+	instrumentLogoUrl,
+	sumDecimals,
+} from "@/shared/lib";
 
 type AccountPagePosition = Portfolio["positions"][number] & {
 	instrumentTo?: string;
 	logoSrc: null | string;
+	returnPercent: null | string;
+	returnPercentText: null | string;
 	returnText: null | string;
 	returnTone?: AccountPageReturnTone;
 	shareText: null | string;
@@ -21,10 +31,44 @@ type AccountPagePositionSection = {
 
 type AccountPageReturnTone = "negative" | "positive";
 
+type Money = NonNullable<Portfolio["positions"][number]["absoluteReturn"]>;
+
 type PositionSectionKind = "bonds"
 	| "other"
 	| "stocks";
 
+const RADIX = 10n;
+const PERCENT_SCALE = 6;
+const DISPLAY_PERCENT_SCALE = 2;
+const PERCENT_FACTOR = 100n;
+const ROUNDING_FACTOR = 2n;
+
+function formatPositionReturnPercent(value: string): string {
+	const decimal = decimalFromString(value);
+	let rounded = decimal.value;
+
+	if (decimal.scale > DISPLAY_PERCENT_SCALE) {
+		const divisor = RADIX ** BigInt(decimal.scale - DISPLAY_PERCENT_SCALE);
+		const remainder = rounded % divisor;
+		const absoluteRemainder = remainder < 0n ? -remainder : remainder;
+		rounded /= divisor;
+
+		if (absoluteRemainder * ROUNDING_FACTOR >= divisor) {
+			rounded += decimal.value < 0n ? -1n : 1n;
+		}
+	}
+	else {
+		rounded *= RADIX ** BigInt(DISPLAY_PERCENT_SCALE - decimal.scale);
+	}
+
+	const sign = rounded > 0n ? "+" : "";
+
+	return `${sign}${decimalToString({
+		scale: DISPLAY_PERCENT_SCALE,
+		value: rounded,
+	})}`;
+}
+
 function groupPositions(
 	positions: AccountPagePosition[],
 ): AccountPagePositionGroup[] {
@@ -67,6 +111,41 @@ function positionIdentity(position: AccountPagePosition) {
 	return position.isin?.trim() ? ["isin", position.isin.trim()] : undefined;
 }
 
+function returnPercent(
+	position: Portfolio["positions"][number],
+): null | string {
+	const result = position.absoluteReturn;
+	const price = position.averagePurchasePrice;
+	if (!result || !price || result.currency !== price.currency) return null;
+
+	const quantity = decimalFromString(position.quantity);
+	const purchasePrice = decimalFromString(price.value);
+
+	const cost = {
+		scale: quantity.scale + purchasePrice.scale,
+		value: quantity.value * purchasePrice.value,
+	};
+
+	if (quantity.value <= 0n || cost.value <= 0n) return null;
+
+	const absoluteReturn = decimalFromString(result.value);
+
+	const numerator = absoluteReturn.value * PERCENT_FACTOR
+		* RADIX ** BigInt(cost.scale + PERCENT_SCALE);
+
+	const denominator = cost.value * RADIX ** BigInt(absoluteReturn.scale);
+	const remainder = numerator % denominator;
+
+	const isRoundsUp = (remainder < 0n ? -remainder : remainder) * ROUNDING_FACTOR
+		>= denominator;
+
+	const rounding = isRoundsUp ? 1n : 0n;
+	const signedRounding = numerator < 0n ? -rounding : rounding;
+	const rounded = numerator / denominator + signedRounding;
+
+	return decimalToString({ scale: PERCENT_SCALE, value: rounded });
+}
+
 function toAccountPagePositionSections(
 	portfolio: Portfolio,
 ): AccountPagePositionSection[] {
@@ -111,6 +190,8 @@ function toPosition(
 	const returnPrefix
 		= isExpanded && returnValue !== null && returnValue > 0 ? "+" : "";
 
+	const percent = returnPercent(position);
+
 	return {
 		...position,
 		instrumentTo:
@@ -120,6 +201,10 @@ function toPosition(
 		logoSrc: isExpanded
 			? instrumentLogoUrl(position.logoName)
 			: null,
+		returnPercent: percent,
+		returnPercentText: percent
+			? `${formatDecimal(formatPositionReturnPercent(percent))} %`
+			: null,
 		returnText: position.absoluteReturn
 			? `${returnPrefix}${formatMoney(position.absoluteReturn)}`
 			: null,
@@ -162,9 +247,46 @@ function toSection(
 	};
 }
 
+function toUnrealizedReturns(
+	positions: Portfolio["positions"],
+): Money[] {
+	const totals = new Map<string, {
+		complete: boolean;
+		values: Decimal[];
+	}>();
+
+	for (const position of positions) {
+		const currencies = position.absoluteReturn
+			? [position.absoluteReturn.currency]
+			: [...new Set([
+					position.averagePurchasePrice?.currency,
+					position.currentValue?.currency,
+				].filter((currency): currency is string => !!currency))];
+
+		for (const currency of currencies) {
+			const total = totals.get(currency) ?? { complete: true, values: [] };
+
+			if (position.absoluteReturn) {
+				total.values.push(decimalFromString(position.absoluteReturn.value));
+			}
+			else {
+				total.complete = false;
+			}
+
+			totals.set(currency, total);
+		}
+	}
+
+	return [...totals].flatMap(([currency, total]) => total.complete
+		? [{ currency, value: decimalToString(sumDecimals(total.values)) }]
+		: []);
+}
+
 export {
 	type AccountPagePosition,
 	type AccountPagePositionGroup,
 	type AccountPagePositionSection,
+	formatPositionReturnPercent,
 	toAccountPagePositionSections,
+	toUnrealizedReturns,
 };

src/pages/account/model/previews.ts

@@ -33,6 +33,7 @@ type AccountPageRecentOperations
 		stale?: boolean;
 		state: "loaded" | "partial";
 		to: string;
+		totalVisible?: boolean;
 	}
 	| {
 		state: "empty"
@@ -84,6 +85,7 @@ function toRecentEvents(
 			items: events.data?.events.slice(0, RECENT_EVENTS_LIMIT) ?? [],
 			state: "partial",
 			to,
+			totalVisible: false,
 		};
 	if (!events.data && (events.isError || events.meta?.lastAttempt.state === "failed"))
 		return { state: "error", to };
@@ -94,6 +96,7 @@ function toRecentEvents(
 		items,
 		state: "loaded",
 		to,
+		totalVisible: events.meta?.completeness === "complete",
 	};
 }
 
@@ -109,7 +112,12 @@ function toRecentOperations(
 	)
 		return { state: "loading", to };
 	if (operations.meta?.completeness === "incomplete")
-		return { items: operations.data?.items ?? [], state: "partial", to };
+		return {
+			items: operations.data?.items ?? [],
+			state: "partial",
+			to,
+			totalVisible: false,
+		};
 	if (
 		!operations.data
 		&& (operations.isError || operations.meta?.lastAttempt.state === "failed")
@@ -125,6 +133,7 @@ function toRecentOperations(
 		stale: operations.meta?.freshness === "stale",
 		state: "loaded",
 		to,
+		totalVisible: operations.meta?.completeness === "complete",
 	};
 }
 

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

@@ -98,21 +98,13 @@
 	font-family: var(--mantine-font-family-monospace);
 }
 
-.accordionControl {
+.tabsList {
-	transition:
+	flex-wrap: nowrap;
-		background-color 150ms ease,
+	overflow-x: auto;
-		color 150ms ease;
 }
 
-.accordionLabel {
+.positionFilter {
-	font-size: var(--mantine-h2-font-size);
+	overflow-x: auto;
-	font-weight: var(--mantine-h2-font-weight);
-	line-height: var(--mantine-h2-line-height);
-}
-
-.accordionPanel {
-	padding-left: 0;
-	padding-right: 0;
 }
 
 .accountPositions {

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

@@ -1,15 +1,19 @@
 import { MantineProvider } from "@mantine/core";
 import { type QueryClient, QueryClientProvider } from "@tanstack/react-query";
 import {
+	fireEvent,
 	render,
 	screen,
 	waitFor,
 	within,
 } from "@testing-library/react";
 import { http, HttpResponse } from "msw";
-import { MemoryRouter, Route, Routes } from "react-router";
+import { useState } from "react";
+import { getI18n } from "react-i18next";
+import { MemoryRouter, Route, Routes, useNavigate } from "react-router";
 import { describe, expect, it, vi } from "vitest";
 
+import type { BrokerageOperation } from "@/entities/broker-operation";
 import type { BrokerageEvent } from "@/entities/brokerage-event";
 
 import { type Portfolio, portfolioQueryOptions } from "@/entities/portfolio";
@@ -23,13 +27,30 @@ import type {
 	AccountPageRecentOperations,
 } from "../../model/previews";
 
-import { toAccountPagePositionSections } from "../../model/positions";
+import { toConcentration } from "../../model/concentration";
+import {
+	toAccountPagePositionSections,
+	toUnrealizedReturns,
+} from "../../model/positions";
 import { AccountPage } from "./AccountPage";
 import { AccountPageEmpty } from "./components/AccountPageEmpty.view";
 import { AccountPageError } from "./components/AccountPageError.view";
 import { AccountPageLoaded } from "./components/AccountPageLoaded.view";
 import { AccountPageLoading } from "./components/AccountPageLoading/AccountPageLoading.view";
 
+function AccountSwitcher() {
+	const navigate = useNavigate();
+
+	return (
+		<button
+			onClick={() => navigate("/accounts/account-2")}
+			type="button"
+		>
+			Другой счёт
+		</button>
+	);
+}
+
 function configureTestAuth() {
 	configureAuthClient({
 		accessToken: () => "test-token",
@@ -45,6 +66,8 @@ function renderAccountRoute(queryClient: QueryClient, accountId = "account-1") {
 		<QueryClientProvider client={queryClient}>
 			<MantineProvider>
 				<MemoryRouter initialEntries={[`/accounts/${accountId}`]}>
+					<AccountSwitcher />
+
 					<Routes>
 						<Route element={<AccountPage />} path="/accounts/:accountId" />
 					</Routes>
@@ -79,8 +102,10 @@ const portfolio
 				displayName: "Вторая",
 				figi: "FIGI-2",
 				isin: null,
+				issuer: null,
 				logoName: "vtoraya.png",
 				quantity: "2",
+				sector: null,
 				ticker: null,
 				type: "STOCK",
 			},
@@ -91,8 +116,10 @@ const portfolio
 				displayName: "Первая",
 				figi: "FIGI-1",
 				isin: "RU000A0JX0J2",
+				issuer: null,
 				logoName: null,
 				quantity: "1",
+				sector: null,
 				ticker: null,
 				type: "BOND",
 			},
@@ -111,8 +138,10 @@ function position(
 		displayName: "Инструмент",
 		figi: null,
 		isin: null,
+		issuer: null,
 		logoName: null,
 		quantity: "1",
+		sector: null,
 		ticker: null,
 		type: "STOCK",
 		...overrides,
@@ -129,6 +158,19 @@ const emptyRecentEvents: AccountPageRecentEvents = {
 	to: "/accounts/account-1/events",
 };
 
+function concentrationLabels() {
+	const i18n = getI18n();
+
+	return {
+		missingIssuer: i18n.t("portfolio.concentration.missingIssuer"),
+		missingSector: i18n.t("portfolio.concentration.missingSector"),
+		other: i18n.t("portfolio.concentration.other"),
+		sector: (code: string) => i18n.t(`stock.sectors.${code}`, {
+			defaultValue: code,
+		}),
+	};
+}
+
 function emptyProps() {
 	return {
 		recentEvents: emptyRecentEvents,
@@ -136,16 +178,371 @@ function emptyProps() {
 	};
 }
 
+const LoadedHarness = (
+	props: Omit<Partial<Parameters<typeof AccountPageLoaded>[0]>, "onTabChange">,
+) => {
+	const [tab, setTab] = useState(props.tab ?? "positions");
+
+	return (
+		<AccountPageLoaded
+			{...loadedProps()}
+			{...props}
+			onTabChange={value => setTab(value ?? "positions")}
+			tab={tab}
+		/>
+	);
+};
+
 function loadedProps(nextPortfolio: Portfolio = portfolio) {
 	return {
+		concentration: null,
+		currency: null,
+		onCurrencyChange: vi.fn(),
+		onSliceChange: vi.fn(),
 		portfolio: nextPortfolio,
 		positionSections: toAccountPagePositionSections(nextPortfolio),
 		recentEvents: emptyRecentEvents,
 		recentOperations: emptyRecentOperations,
+		slice: "stocks" as const,
+		unrealizedReturns: toUnrealizedReturns(nextPortfolio.positions),
 	};
 }
 
 describe("AccountPage states", () => {
+	it("shows concentration only for a loaded individual account", async () => {
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
+				HttpResponse.json(resource({
+					...portfolio,
+					positions: [position({
+						currentValue: { currency: "RUB", value: "100" },
+						displayName: "Акция",
+					})],
+				})),
+			),
+		);
+		const client = createTestQueryClient();
+		renderAccountRoute(client);
+		const tab = await screen.findByRole("tab", { name: "Концентрация" });
+		expect(tab).toHaveAttribute("aria-selected", "false");
+		fireEvent.click(tab);
+		expect(screen.getAllByText("100 ₽")).toHaveLength(2);
+		expect(screen.getByRole("img", { name: "Распределение позиций" }))
+			.toHaveAccessibleDescription(/Акция: 100 ₽, 100 %/);
+	});
+
+	it("expands and resets other when switching slice", () => {
+		const positions = [400, 250, 150, 100, 50, 30, 20].map(
+			(value, index) => position({
+				currentValue: { currency: "RUB", value: String(value) },
+				displayName: `Акция ${index + 1}`,
+			}),
+		);
+
+		const data = { ...portfolio, positions };
+
+		const model = toConcentration(
+			data, "stocks", "RUB", concentrationLabels(),
+		);
+
+		const props = loadedProps(data);
+		renderPage(
+			<LoadedHarness
+				{...props}
+				accountId="a"
+				concentration={model}
+				currency="RUB"
+				tab="concentration"
+			/>,
+		);
+		const other = screen.getByRole("button", { name: /Прочее/ });
+		expect(other).toHaveAttribute("aria-expanded", "false");
+		fireEvent.click(other);
+		expect(other).toHaveAttribute("aria-expanded", "true");
+		expect(screen.getByText("Акция 7")).toBeInTheDocument();
+		fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
+		expect(props.onSliceChange).toHaveBeenCalledWith("sectors");
+	});
+
+	it.each([
+		[2, "2 элемента"],
+		[5, "5 элементов"],
+		[21, "21 элемент"],
+	])("pluralizes the other count %d as %s", (count, expected) => {
+		const values = [400, 250, 150, 100, 50];
+
+		const rest = Array.from(
+			{ length: count },
+			(_, index) => 20 + index,
+		);
+
+		const positions = [...values, ...rest].map(
+			(value, index) => position({
+				currentValue: { currency: "RUB", value: String(value) },
+				displayName: `Акция ${index + 1}`,
+			}),
+		);
+
+		renderPage(
+			<LoadedHarness
+				{...loadedProps({ ...portfolio, positions })}
+				accountId="a"
+				concentration={toConcentration(
+					{ ...portfolio, positions },
+					"stocks",
+					"RUB",
+					concentrationLabels(),
+				)}
+				currency="RUB"
+				tab="concentration"
+			/>,
+		);
+
+		const other = screen.getByRole("button", { name: /Прочее/ });
+		expect(other).toHaveTextContent(expected);
+	});
+
+	it("shows ticker subtitles and stocks rows with logos, issuers without", () => {
+		const positions = [
+			position({
+				currentValue: { currency: "RUB", value: "300" },
+				displayName: "Сбербанк",
+				ticker: "SBER",
+			}),
+		];
+
+		const data = { ...portfolio, positions };
+
+		const view = renderPage(
+			<LoadedHarness
+				{...loadedProps(data)}
+				accountId="a"
+				concentration={toConcentration(
+					data, "stocks", "RUB", concentrationLabels(),
+				)}
+				currency="RUB"
+				tab="concentration"
+			/>,
+		);
+
+		expect(screen.getByText("SBER")).toBeInTheDocument();
+
+		view.unmount();
+
+		renderPage(
+			<LoadedHarness
+				{...loadedProps(data)}
+				accountId="a"
+				concentration={toConcentration(
+					data, "issuers", "RUB", concentrationLabels(),
+				)}
+				currency="RUB"
+				slice="issuers"
+				tab="concentration"
+			/>,
+		);
+
+		expect(screen.queryByText("SBER")).not.toBeInTheDocument();
+	});
+
+	it("hides the currency select when only one currency is available", () => {
+		const data = { ...portfolio, positions: [position({
+			currentValue: { currency: "RUB", value: "100" },
+			displayName: "Акция",
+		})] };
+
+		renderPage(
+			<LoadedHarness
+				{...loadedProps(data)}
+				accountId="a"
+				concentration={toConcentration(
+					data, "stocks", "RUB", concentrationLabels(),
+				)}
+				currency="RUB"
+				tab="concentration"
+			/>,
+		);
+
+		expect(screen.queryByRole("combobox", { name: "Валюта концентрации" }))
+			.not.toBeInTheDocument();
+	});
+
+	it("shows sector labels including government and unknown codes", () => {
+		const positions = [
+			position({
+				currentValue: { currency: "RUB", value: "300" },
+				displayName: "А",
+				sector: "government",
+			}),
+			position({
+				currentValue: { currency: "RUB", value: "100" },
+				displayName: "Б",
+				sector: "unknown_code",
+			}),
+		];
+
+		const data = { ...portfolio, positions };
+
+		renderPage(
+			<LoadedHarness
+				{...loadedProps(data)}
+				accountId="a"
+				concentration={toConcentration(
+					data, "sectors", "RUB", concentrationLabels(),
+				)}
+				currency="RUB"
+				slice="sectors"
+				tab="concentration"
+			/>,
+		);
+
+		expect(screen.getByText("Государственный сектор")).toBeInTheDocument();
+		expect(screen.getByText("unknown_code")).toBeInTheDocument();
+	});
+
+	it("describes ranked segments with amounts and shares", () => {
+		const data = { ...portfolio, positions: [
+			position({
+				currentValue: { currency: "RUB", value: "300" },
+				displayName: "Первая акция",
+			}),
+			position({
+				currentValue: { currency: "RUB", value: "100" },
+				displayName: "Вторая акция",
+			}),
+			...[50, 40, 30, 20, 10].map((value, index) => position({
+				currentValue: { currency: "RUB", value: String(value) },
+				displayName: `Остаток ${index + 1}`,
+			})),
+		] };
+
+		renderPage(
+			<LoadedHarness
+				{...loadedProps(data)}
+				accountId="a"
+				concentration={toConcentration(
+					data, "stocks", "RUB", concentrationLabels(),
+				)}
+				currency="RUB"
+				tab="concentration"
+			/>,
+		);
+
+		const chart = screen.getByRole("img", { name: "Распределение позиций" });
+
+		expect(chart).toHaveAccessibleDescription(
+			/Первая акция: 300 ₽, 54,5 %; Вторая акция: 100 ₽, 18,2 %; Остаток 1: 50 ₽, 9,1 %; Остаток 2: 40 ₽, 7,3 %; Остаток 3: 30 ₽, 5,5 %; Прочее: 30 ₽, 5,5 %/,
+		);
+		expect(screen.getByRole("button", { name: /Прочее/ }))
+			.toBeInTheDocument();
+	});
+
+	it("does not duplicate the partial warning on the concentration tab", () => {
+		const data = { ...portfolio, positions: [position({
+			currentValue: { currency: "RUB", value: "100" },
+			displayName: "Акция",
+		})] };
+
+		renderPage(
+			<LoadedHarness
+				{...loadedProps(data)}
+				accountId="a"
+				concentration={toConcentration(
+					data, "stocks", "RUB", concentrationLabels(),
+				)}
+				currency="RUB"
+				partial
+				tab="concentration"
+			/>,
+		);
+
+		expect(screen.getAllByRole("status"))
+			.toHaveLength(1);
+	});
+
+	it("keeps slice and currency while switching page tabs and resets on account change", async () => {
+		const multiCurrency = { ...portfolio, positions:
+			["RUB", "USD"].flatMap(currency =>
+				[400, 250, 150, 100, 50, 30, 20].map((value, index) =>
+					position({
+						currentValue: { currency, value: String(value) },
+						displayName: `${currency} акция ${index + 1}`,
+						sector: "energy", type: "STOCK",
+					}),
+				),
+			) };
+
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
+				HttpResponse.json(resource(multiCurrency)),
+			),
+		);
+		const client = createTestQueryClient();
+		renderAccountRoute(client);
+
+		fireEvent.click(await screen.findByRole("tab", { name: "Концентрация" }));
+		fireEvent.click(screen.getByRole("button", { name: /Прочее/ }));
+		expect(screen.getByRole("button", { name: /Прочее/ }))
+			.toHaveAttribute("aria-expanded", "true");
+		fireEvent.click(screen.getByRole("combobox", { name: "Валюта концентрации" }));
+		fireEvent.click(screen.getByRole("option", { name: "USD" }));
+		expect(screen.getByRole("button", { name: /Прочее/ }))
+			.toHaveAttribute("aria-expanded", "false");
+		fireEvent.click(screen.getByRole("button", { name: /Прочее/ }));
+		fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
+		fireEvent.click(screen.getByRole("radio", { name: "Акции" }));
+		expect(screen.getByRole("button", { name: /Прочее/ }))
+			.toHaveAttribute("aria-expanded", "false");
+		fireEvent.click(screen.getByRole("radio", { name: "Секторы" }));
+		expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
+			.toHaveValue("USD");
+
+		fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
+		fireEvent.click(screen.getByRole("tab", { name: "Концентрация" }));
+
+		expect(screen.getByRole("radio", { name: "Секторы" }))
+			.toBeChecked();
+		expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
+			.toHaveValue("USD");
+		fireEvent.click(screen.getByRole("button", { name: "Другой счёт" }));
+		fireEvent.click(await screen.findByRole("tab", { name: "Концентрация" }));
+		expect(screen.getByRole("radio", { name: "Акции" })).toBeChecked();
+		expect(screen.getByRole("combobox", { name: "Валюта концентрации" }))
+			.toHaveValue("RUB");
+	});
+
+	it("falls back to the first currency when the selected one disappears", () => {
+		const data = { ...portfolio, positions: [
+			position({
+				currentValue: { currency: "USD", value: "200" },
+			}),
+			position({
+				currentValue: { currency: "RUB", value: "100" },
+			}),
+		] };
+
+		const model = toConcentration(
+			data, "stocks", "EUR", concentrationLabels(),
+		);
+
+		expect(model.currencies).toEqual(["RUB", "USD"]);
+		expect(model.total).toBe("100");
+		expect(model.items.map(item => item.amount)).toEqual(["100"]);
+	});
+	it("shows the loaded portfolio source sync status", async () => {
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/:accountId/portfolio", () =>
+				HttpResponse.json(resource(portfolio, { freshness: "stale" })),
+			),
+		);
+		renderAccountRoute(createTestQueryClient());
+
+		expect(
+			await screen.findByText("Данные требуют обновления"),
+		).toBeInTheDocument();
+		expect(screen.getByText(/Данные на 14\.08\.2026/)).toBeInTheDocument();
+	});
+
 	it.each(
 		["account-1", "all"].flatMap(accountId =>
 			["STOCK", "BOND"].flatMap(type =>
@@ -246,7 +643,7 @@ describe("AccountPage states", () => {
 		).toHaveTextContent("Данные о структуре портфеля пока недоступны.");
 		expect(
 			screen.getAllByRole("definition").map(node => node.textContent),
-		).toEqual(["1 234,5 ₽", "0,5 $"]);
+		).toEqual(["1 234,5 ₽"]);
 	});
 	it("keeps initial placeholders decorative without amounts or focus targets", () => {
 		const { container } = renderPage(<AccountPageLoading />);
@@ -286,7 +683,7 @@ describe("AccountPage states", () => {
 
 	it("shows supplied cash separately without adding currency instruments or recalculating totals", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps({
 					...portfolio,
 					cashBalances: [
@@ -309,8 +706,10 @@ describe("AccountPage states", () => {
 			/>,
 		);
 
+		fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
+
 		const balances = within(
-			screen.getByRole("region", { name: "Денежные остатки" }),
+			screen.getByRole("tabpanel", { name: "Деньги" }),
 		);
 
 		expect(
@@ -318,7 +717,12 @@ describe("AccountPage states", () => {
 		).toEqual(["234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
 		expect(
 			screen.getAllByRole("definition").map(node => node.textContent),
-		).toEqual(["1 234,5 ₽", "234,500000000000000001 ₽", "-0,5 $", "3,00 XYZ"]);
+		).toEqual([
+			"1 234,5 ₽",
+			"234,500000000000000001 ₽",
+			"-0,5 $",
+			"3,00 XYZ",
+		]);
 		expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
 		expect(
 			screen.queryByText(/полная оценка|общая стоимость/i),
@@ -341,6 +745,7 @@ describe("AccountPage states", () => {
 			);
 			renderAccountRoute(createTestQueryClient());
 			await screen.findByRole("heading", { level: 1, name: "Портфель" });
+			fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
 			expect(screen.getByRole("definition")).toHaveTextContent("0,5 $");
 			expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
 		},
@@ -381,9 +786,10 @@ describe("AccountPage states", () => {
 			).not.toBeInTheDocument();
 			expect(screen.queryByText("Торгуемая валюта")).not.toBeInTheDocument();
 			expect(screen.queryByText("Портфель пока пуст")).not.toBeInTheDocument();
+			fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
 			expect(
 				within(
-					screen.getByRole("region", { name: "Денежные остатки" }),
+					screen.getByRole("tabpanel", { name: "Деньги" }),
 				).queryByRole("definition"),
 			).not.toBeInTheDocument();
 			expect(
@@ -395,11 +801,25 @@ describe("AccountPage states", () => {
 		},
 	);
 
-	it("renders the empty state", () => {
+	it("renders the empty state with self-descriptive preview links", () => {
-		renderPage(<AccountPageEmpty {...emptyProps()} />);
+		renderPage(
+			<AccountPageEmpty
+				{...emptyProps()}
+				incomeSummary={{
+					state: "empty",
+					to: "/accounts/account-1/income",
+				}}
+			/>,
+		);
 		expect(
 			screen.getByRole("heading", { name: "Портфель пока пуст" }),
 		).toBeInTheDocument();
+		expect(screen.getByRole("link", { name: "Открыть журнал" }))
+			.toBeInTheDocument();
+		expect(screen.getByRole("link", { name: "Открыть будущие события" }))
+			.toBeInTheDocument();
+		expect(screen.getByRole("link", { name: "Открыть пассивный доход" }))
+			.toBeInTheDocument();
 	});
 
 	it("keeps a null portfolio envelope loading instead of an empty portfolio", async () => {
@@ -447,7 +867,7 @@ describe("AccountPage states", () => {
 	});
 
 	it("renders a stale portfolio in upstream order with nullable values hidden", () => {
-		renderPage(<AccountPageLoaded {...loadedProps()} />);
+		renderPage(<LoadedHarness {...loadedProps()} />);
 
 		expect(
 			screen.getByRole("heading", { level: 1, name: "Портфель" }),
@@ -455,18 +875,22 @@ describe("AccountPage states", () => {
 		expect(screen.queryByText(/T-Bank временно недоступен/))
 			.not.toBeInTheDocument();
 		expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
-		expect(screen.getByRole("button", { name: "Акции" })).toBeInTheDocument();
+		expect(screen.getByRole("radio", { name: "Акции" })).toBeInTheDocument();
 		expect(
-			screen.getByRole("button", { name: "Облигации" }),
+			screen.getByRole("radio", { name: "Облигации" }),
 		).toBeInTheDocument();
 
-		const positions = screen
+		expect(
-			.getAllByText(/Вторая|Первая/)
+			screen.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
-			.map(element => element.textContent);
+		).toEqual(["stocks", "bonds"]);
-
+		expect(screen.getByText("Вторая")).toBeInTheDocument();
-		expect(positions).toEqual(["Вторая", "Первая"]);
-		expect(screen.getByText("10 ₽")).toBeInTheDocument();
 		expect(screen.getByText("-1 ₽")).toBeInTheDocument();
+		expect(screen.getByRole("img", { name: "Вторая" })).toHaveAttribute(
+			"src",
+			"https://invest-brands.cdn-tinkoff.ru/vtorayax160.png",
+		);
+		fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
+		expect(screen.getByText("10 ₽")).toBeInTheDocument();
 		expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
 		expect(
 			screen.getByText("Средняя цена: 11 ₽ · Доля: 100 %"),
@@ -475,17 +899,13 @@ describe("AccountPage states", () => {
 			screen.getByText("Количество: 1 · RU000A0JX0J2"),
 		).toBeInTheDocument();
 		expect(screen.queryByText("—")).not.toBeInTheDocument();
-		expect(screen.getByRole("img", { name: "Вторая" })).toHaveAttribute(
-			"src",
-			"https://invest-brands.cdn-tinkoff.ru/vtorayax160.png",
-		);
 	});
 
 	it.each(["STOCK", "BOND"] as const)(
 		"renders %s logos, fallbacks and signed returns including zero",
 		(type) => {
 			renderPage(
-				<AccountPageLoaded
+				<LoadedHarness
 					{...loadedProps({
 						...portfolio,
 						positions: [
@@ -515,8 +935,11 @@ describe("AccountPage states", () => {
 			expect(screen.getByText("Б")).toBeInTheDocument();
 			expect(screen.getByText("Н")).toBeInTheDocument();
 			expect(screen.getAllByRole("img")).toHaveLength(1);
-			for (const value of ["+3 ₽", "+2 ₽", "0 ₽"])
+
+			for (const value of ["+3 ₽", "+2 ₽", "0 ₽"]) {
 				expect(screen.getByText(value)).toBeInTheDocument();
+			}
+
 			expect(screen.queryByText(/Доход:/)).not.toBeInTheDocument();
 		},
 	);
@@ -525,7 +948,7 @@ describe("AccountPage states", () => {
 		"groups %s supporting metrics into quiet single lines",
 		(type) => {
 			renderPage(
-				<AccountPageLoaded
+				<LoadedHarness
 					{...loadedProps({
 						...portfolio,
 						positions: [position({
@@ -547,7 +970,7 @@ describe("AccountPage states", () => {
 
 	it("uses the ticker only for stock cards and otherwise keeps the ISIN", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps({
 					...portfolio,
 					positions: [
@@ -564,6 +987,7 @@ describe("AccountPage states", () => {
 		expect(screen.queryByText("STOCK-ISIN")).not.toBeInTheDocument();
 		expect(screen.getByText("Количество: 2 · FALLBACK-ISIN"))
 			.toBeInTheDocument();
+		fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
 		expect(screen.getByText("Количество: 3 · BOND-ISIN"))
 			.toBeInTheDocument();
 		expect(screen.queryByText("OFZ")).not.toBeInTheDocument();
@@ -571,7 +995,7 @@ describe("AccountPage states", () => {
 
 	it("keeps other-position cards compact with labeled return and no logo", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps({
 					...portfolio,
 					positions: [position({
@@ -589,7 +1013,7 @@ describe("AccountPage states", () => {
 
 	it("uses the cached account title when available", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps()}
 
 				account={{
@@ -608,7 +1032,7 @@ describe("AccountPage states", () => {
 
 	it("keeps the portfolio visible when recent operations fail", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps()}
 				recentOperations={{
 					state: "error",
@@ -617,15 +1041,17 @@ describe("AccountPage states", () => {
 			/>,
 		);
 
+		fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
 		expect(
 			screen.getByText("Пока недоступно"),
 		).toBeInTheDocument();
+		fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
 		expect(screen.getByText("Вторая")).toBeInTheDocument();
 	});
 
 	it("uses the ledger row for a recent outgoing trade operation", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps()}
 
 				recentOperations={{
@@ -654,6 +1080,7 @@ describe("AccountPage states", () => {
 			/>,
 		);
 
+		fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
 		expect(screen.getByText("Сделка")).toBeInTheDocument();
 		expect(screen.getByText("−12 ₽")).toBeInTheDocument();
 	});
@@ -674,7 +1101,7 @@ describe("AccountPage states", () => {
 			};
 
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps()}
 
 				recentEvents={{
@@ -707,7 +1134,8 @@ describe("AccountPage states", () => {
 			/>,
 		);
 
-		const section = screen.getByRole("region", { name: "Будущие события" });
+		fireEvent.click(screen.getByRole("tab", { name: "События" }));
+		const section = screen.getByRole("tabpanel", { name: "События" });
 		const content = within(section);
 		const text = section.textContent ?? "";
 
@@ -734,7 +1162,7 @@ describe("AccountPage states", () => {
 		expect(content.queryByText("Без движения денег")).not.toBeInTheDocument();
 		expect(content.queryByText(/^\+/)).not.toBeInTheDocument();
 		expect(
-			content.getByRole("link", { name: "Открыть будущие события" }),
+			content.getByRole("link", { name: "Подробнее" }),
 		).toHaveAttribute("href", "/accounts/account-1/events");
 	});
 
@@ -742,14 +1170,16 @@ describe("AccountPage states", () => {
 		"keeps the upcoming %s state and calendar action",
 		(state) => {
 			renderPage(
-				<AccountPageLoaded
+				<LoadedHarness
 					{...loadedProps()}
 					recentEvents={{ state, to: "/accounts/account-1/events" }}
 				/>,
 			);
 
+			fireEvent.click(screen.getByRole("tab", { name: "События" }));
+
 			const content = within(
-				screen.getByRole("region", { name: "Будущие события" }),
+				screen.getByRole("tabpanel", { name: "События" }),
 			);
 
 			if (state === "loading") {
@@ -770,14 +1200,14 @@ describe("AccountPage states", () => {
 			}
 
 			expect(
-				content.getByRole("link", { name: "Открыть будущие события" }),
+				content.getByRole("link", { name: "Подробнее" }),
 			).toHaveAttribute("href", "/accounts/account-1/events");
 		},
 	);
 
 	it("keeps the portfolio visible when upcoming events fail", () => {
 		renderPage(
-			<AccountPageLoaded
+			<LoadedHarness
 				{...loadedProps()}
 				recentEvents={{
 					state: "error",
@@ -786,9 +1216,11 @@ describe("AccountPage states", () => {
 			/>,
 		);
 
+		fireEvent.click(screen.getByRole("tab", { name: "События" }));
 		expect(
 			screen.getByText("Данные появятся здесь, когда чтение восстановится."),
 		).toBeInTheDocument();
+		fireEvent.click(screen.getByRole("tab", { name: "Позиции" }));
 		expect(screen.getByText("Вторая")).toBeInTheDocument();
 	});
 
@@ -857,7 +1289,7 @@ describe("AccountPage states", () => {
 			expect(screen.getByText("Вторая")).toBeInTheDocument();
 			expect(
 				screen.getAllByRole("definition").map(node => node.textContent),
-			).toEqual(["1 234,5 ₽", "0,5 $"]);
+			).toEqual(["1 234,5 ₽"]);
 			expect(screen.queryByRole("button", { name: "Повторить" }))
 				.not.toBeInTheDocument();
 			void queryClient.invalidateQueries({
@@ -867,7 +1299,7 @@ describe("AccountPage states", () => {
 			expect(structure).toHaveTextContent("10 ₽");
 			expect(
 				screen.getAllByRole("definition").map(node => node.textContent),
-			).toEqual(["1 234,5 ₽", "0,5 $"]);
+			).toEqual(["1 234,5 ₽"]);
 			resolveRetry?.(
 				HttpResponse.json(
 					resource(
@@ -886,7 +1318,7 @@ describe("AccountPage states", () => {
 			await waitFor(() =>
 				expect(
 					screen.getAllByRole("definition").map(node => node.textContent),
-				).toEqual(["-0,5 $", "2,50 €"]),
+				).toEqual(["-0,5 $"]),
 			);
 			expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
 			expect(structure).not.toHaveTextContent("10 ₽");
@@ -928,7 +1360,7 @@ describe("AccountPage states", () => {
 		expect(screen.getByText("Вторая")).toBeInTheDocument();
 		expect(
 			screen.getAllByRole("definition").map(node => node.textContent),
-		).toEqual(["1 234,5 ₽", "0,5 $"]);
+		).toEqual(["1 234,5 ₽"]);
 		expect(screen.queryByText(/Данные получены/)).not.toBeInTheDocument();
 		expect(
 			screen.queryByRole("status", { name: "Загрузка" }),
@@ -938,4 +1370,164 @@ describe("AccountPage states", () => {
 
 		resolveRefresh?.(HttpResponse.json(resource(portfolio)));
 	});
+
+	it("opens positions by default and switches between local tabs", () => {
+		renderPage(<LoadedHarness {...loadedProps()} />);
+
+		expect(screen.getByRole("tab", { name: "Позиции" }))
+			.toHaveAttribute("aria-selected", "true");
+		expect(screen.getByText("Вторая")).toBeVisible();
+
+		fireEvent.click(screen.getByRole("tab", { name: "Деньги" }));
+		expect(screen.getByRole("tabpanel", { name: "Деньги" }))
+			.toBeVisible();
+		expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
+
+		fireEvent.click(screen.getByRole("tab", { name: "Операции" }));
+		expect(screen.getByText("Последних событий пока нет.")).toBeVisible();
+	});
+
+	it("links operation, event and income previews to their detail pages", () => {
+		renderPage(
+			<LoadedHarness
+				{...loadedProps()}
+				incomeSummary={{
+					state: "empty",
+					to: "/accounts/account-1/income",
+				}}
+			/>,
+		);
+
+		for (const [tab, href] of [
+			["Операции", "/accounts/account-1/operations"],
+			["События", "/accounts/account-1/events"],
+			["Доход", "/accounts/account-1/income"],
+		]) {
+			fireEvent.click(screen.getByRole("tab", { name: tab }));
+			expect(screen.getByRole("link", { name: "Подробнее" }))
+				.toHaveAttribute("href", href);
+		}
+	});
+
+	it("filters positions by the kinds present in the portfolio", () => {
+		renderPage(<LoadedHarness {...loadedProps()} />);
+
+		expect(
+			screen.getAllByRole<HTMLInputElement>("radio").map(radio => radio.value),
+		).toEqual(["stocks", "bonds"]);
+		expect(screen.getByText("Вторая")).toBeVisible();
+		expect(screen.queryByText("Первая")).not.toBeInTheDocument();
+		fireEvent.click(screen.getByRole("radio", { name: "Облигации" }));
+		expect(screen.getByText("Первая")).toBeVisible();
+		expect(screen.queryByText("Вторая")).not.toBeInTheDocument();
+	});
+
+	it("hides the position filter when only one kind exists", () => {
+		renderPage(
+			<LoadedHarness
+				{...loadedProps({
+					...portfolio,
+					positions: [portfolio.positions[0]],
+				})}
+			/>,
+		);
+
+		expect(screen.queryByRole("radiogroup", { name: "Тип позиции" }))
+			.not.toBeInTheDocument();
+	});
+
+	it("hides unrealized returns for a partial portfolio", () => {
+		renderPage(<LoadedHarness {...loadedProps()} partial />);
+
+		expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
+			.not.toBeInTheDocument();
+	});
+
+	it("omits an unrealized currency total when any return is incomplete", () => {
+		renderPage(
+			<LoadedHarness
+				{...loadedProps({
+					...portfolio,
+					positions: [
+						position({ absoluteReturn: { currency: "RUB", value: "10" } }),
+						position({
+							absoluteReturn: null,
+							currentValue: { currency: "RUB", value: "100" },
+						}),
+					],
+				})}
+			/>,
+		);
+
+		expect(screen.queryByRole("region", { name: "Нереализованный результат" }))
+			.not.toBeInTheDocument();
+	});
+
+	it("groups overview items only after the existing five-item limits", async () => {
+		const operations = Array.from({ length: 6 }, (_, index) => ({
+			account: { id: `account-${index}`, name: `Счёт ${index + 1}` },
+			accruedInterest: null,
+			category: "income",
+			commission: null,
+			description: "Купон",
+			figi: "FIGI",
+			id: `operation-${index}`,
+			instrumentType: "bond",
+			instrumentUid: "UID",
+			logoName: null,
+			occurredAt: "2026-08-14T10:00:00Z",
+			payment: { currency: "RUB", value: "100" },
+			price: null,
+			quantity: null,
+			ticker: "BOND",
+			type: "OPERATION_TYPE_COUPON",
+		})) satisfies BrokerageOperation[];
+
+		const events = Array.from({ length: 6 }, (_, index) => ({
+			account: { id: `account-${index}`, name: `Счёт ${index + 1}` },
+			date: "2026-08-20",
+			dateKind: "event",
+			displayName: "ОФЗ 26238",
+			figi: "FIGI",
+			instrumentUid: "UID",
+			isin: "RU000A0JX0J2",
+			logoName: null,
+			projectedAmount: { currency: "RUB", value: "100" },
+			ticker: "OFZ",
+			type: "coupon",
+		})) satisfies BrokerageEvent[];
+
+		server.use(
+			http.get("*/api/v1/brokerage-accounts/:accountId/operations", () =>
+				HttpResponse.json(resource({
+					accountId: "all",
+					hasNext: true,
+					items: operations.slice(0, 5),
+					nextCursor: "next",
+				}))),
+			http.get("*/api/v1/brokerage-accounts/:accountId/events", () =>
+				HttpResponse.json(resource({
+					accountId: "all",
+					calculatedAt: "2026-08-14T00:00:00Z",
+					events,
+				}))),
+		);
+		renderAccountRoute(createTestQueryClient(), "all");
+		await screen.findByRole("heading", { level: 1, name: "Все счета" });
+
+		const operationGroup = screen.getByRole("list", {
+			name: /Купон · BOND, Исполнено/,
+		});
+
+		expect(screen.getByText("+500 ₽")).toBeInTheDocument();
+		expect(within(operationGroup).getAllByRole("listitem")).toHaveLength(5);
+		expect(within(operationGroup).queryByRole("link")).not.toBeInTheDocument();
+
+		const eventGroup = screen.getByRole("list", {
+			name: /Купон · ОФЗ 26238, 20\.08\.2026, 500 ₽/,
+		});
+
+		expect(screen.getAllByText("500 ₽").length).toBeGreaterThan(0);
+		expect(within(eventGroup).getAllByRole("listitem")).toHaveLength(5);
+	});
 });

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

@@ -25,12 +25,21 @@ const AccountPage: FC = () => {
 		<AccountPageLoaded
 			account={viewModel.account}
 			accountId={viewModel.accountId}
+			concentration={viewModel.concentration}
+			currency={viewModel.currency}
 			incomeSummary={viewModel.incomeSummary}
+			onCurrencyChange={viewModel.onCurrencyChange}
+			onSliceChange={viewModel.onSliceChange}
+			onTabChange={viewModel.onTabChange}
 			partial={viewModel.partial}
 			portfolio={viewModel.portfolio}
 			positionSections={viewModel.positionSections}
 			recentEvents={viewModel.recentEvents}
 			recentOperations={viewModel.recentOperations}
+			slice={viewModel.slice}
+			source={viewModel.source}
+			tab={viewModel.tab}
+			unrealizedReturns={viewModel.unrealizedReturns}
 		/>
 	);
 };

src/pages/account/ui/AccountPage/AccountPage.vm.ts

@@ -1,3 +1,5 @@
+import { useState } from "react";
+import { useTranslation } from "react-i18next";
 import { useParams } from "react-router";
 
 import type { Portfolio } from "@/entities/portfolio";
@@ -17,9 +19,17 @@ import { useScreenSync } from "@/features/tbank-connection";
 import { ApiErrorCode, apiErrorCode, isApiErrorCode } from "@/shared/api";
 import { useInitialAvailability } from "@/shared/lib";
 
+import {
+	type Concentration,
+	concentrationCurrencies,
+	type ConcentrationLabels,
+	type Slice,
+	toConcentration,
+} from "../../model/concentration";
 import {
 	type AccountPagePositionSection,
 	toAccountPagePositionSections,
+	toUnrealizedReturns,
 } from "../../model/positions";
 import {
 	type AccountPageIncomeSummary,
@@ -44,10 +54,18 @@ type AccountPageEmptyViewModel = AccountPageContent & {
 };
 
 type AccountPageLoadedViewModel = AccountPageContent & {
+	concentration: Concentration | null;
+	currency: null | string;
+	onCurrencyChange: (currency: null | string) => void;
+	onSliceChange: (slice: Slice) => void;
+	onTabChange: (tab: null | string) => void;
 	portfolio: Portfolio;
 	positionSections: AccountPagePositionSection[];
+	slice: Slice;
 	source?: InvestmentResourceMeta;
 	state: "loaded";
+	tab: string;
+	unrealizedReturns: Portfolio["totalsByCurrency"];
 };
 
 type AccountPageViewModel
@@ -57,14 +75,31 @@ type AccountPageViewModel
 		| { state: "loading" };
 
 function isPortfolioAccessFailure(code?: string) {
-	return isApiErrorCode(code, ApiErrorCode.Forbidden)
+	return isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
-		|| isApiErrorCode(code, ApiErrorCode.InvalidTbankToken)
 		|| isApiErrorCode(code, ApiErrorCode.NotFound)
 		|| isApiErrorCode(code, ApiErrorCode.TbankNotConnected);
 }
 
 function useAccountPageViewModel(): AccountPageViewModel {
 	const { accountId } = useParams();
+	const { t } = useTranslation();
+
+	const [selection, setSelection] = useState<{
+		accountId?: string;
+		currency: null | string;
+		slice: Slice;
+		tab: string;
+	}>({ accountId, currency: null, slice: "stocks", tab: "positions" });
+
+	const current = selection.accountId === accountId
+		? selection
+		: {
+				accountId, currency: null, slice: "stocks" as const, tab: "positions",
+			};
+
+	const updateSelection = (change: Partial<typeof selection>) =>
+		setSelection({ ...current, ...change });
+
 	const portfolio = usePortfolio(accountId);
 
 	const operations = useBrokerageOperations(accountId, {
@@ -121,18 +156,43 @@ function useAccountPageViewModel(): AccountPageViewModel {
 		};
 
 	const isPartial = portfolio.meta?.completeness === "incomplete";
+	const currencies = concentrationCurrencies(portfolio.data);
+
+	const currency = current.currency && currencies.includes(current.currency)
+		? current.currency
+		: currencies[0] ?? null;
+
+	const labels: ConcentrationLabels = {
+		missingIssuer: t("portfolio.concentration.missingIssuer"),
+		missingSector: t("portfolio.concentration.missingSector"),
+		other: t("portfolio.concentration.other"),
+		sector: code => t(`stock.sectors.${code}`, { defaultValue: code }),
+	};
+
+	const concentration = accountId !== "all"
+		&& current.tab === "concentration"
+		? toConcentration(portfolio.data, current.slice, currency, labels)
+		: null;
 
 	return {
 		account,
 		accountId,
+		concentration,
+		currency,
 		incomeSummary,
+		onCurrencyChange: value => updateSelection({ currency: value }),
+		onSliceChange: slice => updateSelection({ slice }),
+		onTabChange: tab => updateSelection({ tab: tab ?? "positions" }),
 		partial: isPartial,
 		portfolio: portfolio.data,
 		positionSections: toAccountPagePositionSections(portfolio.data),
 		recentEvents,
 		recentOperations,
+		slice: current.slice,
 		source: portfolio.meta,
 		state: "loaded" as const,
+		tab: current.tab,
+		unrealizedReturns: toUnrealizedReturns(portfolio.data.positions),
 	};
 }
 

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

@@ -46,9 +46,15 @@ const AccountPageEmpty: FC<AccountPageEmptyProps> = (props) => {
 				structure={{ currencies: [], unvaluedCategories: [] }}
 			/>
 
-			<RecentOperations operations={props.recentOperations} />
+			<RecentOperations
+				allAccounts={props.accountId === "all"}
+				operations={props.recentOperations}
+			/>
 
-			<BrokerageEventsPreview events={props.recentEvents} />
+			<BrokerageEventsPreview
+				allAccounts={props.accountId === "all"}
+				events={props.recentEvents}
+			/>
 
 			{!!props.incomeSummary && <IncomeSummary {...props.incomeSummary} />}
 		</Stack>

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

@@ -1,6 +1,12 @@
-import type { FC } from "react";
+import {
-
+	Alert,
-import { Accordion, Alert, Stack } from "@mantine/core";
+	Group,
+	SegmentedControl,
+	Stack,
+	Tabs,
+	Text,
+} from "@mantine/core";
+import { type FC, useState } from "react";
 import { useTranslation } from "react-i18next";
 
 import type { BrokerageAccount } from "@/entities/brokerage-account";
@@ -8,9 +14,11 @@ import type { Portfolio } from "@/entities/portfolio";
 import type { InvestmentResourceMeta } from "@/shared/api";
 
 import { BrokerageEventsPreview } from "@/entities/brokerage-event";
+import { formatMoney } from "@/shared/lib";
 import { SourceSyncStatus } from "@/shared/ui";
 import { PortfolioStructure } from "@/widgets/portfolio-structure";
 
+import type { Concentration as ConcentrationModel, Slice } from "../../../model/concentration";
 import type { AccountPagePositionSection } from "../../../model/positions";
 import type {
 	AccountPageIncomeSummary,
@@ -20,6 +28,7 @@ import type {
 
 import classes from "../AccountPage.module.css";
 import { AccountHeading } from "./AccountHeading.view";
+import { Concentration } from "./Concentration/Concentration.view";
 import { CurrencyCards } from "./CurrencyCards/CurrencyCards.view";
 import { IncomeSummary } from "./IncomeSummary.view";
 import { PositionSection } from "./PositionSection.view";
@@ -28,25 +37,44 @@ import { RecentOperations } from "./RecentOperations.view";
 type AccountPageLoadedProps = {
 	account?: BrokerageAccount;
 	accountId?: string;
+	concentration: ConcentrationModel | null;
+	currency: null | string;
 	incomeSummary?: AccountPageIncomeSummary;
+	onCurrencyChange: (currency: null | string) => void;
+	onSliceChange: (slice: Slice) => void;
+	onTabChange: (tab: null | string) => void;
 	partial?: boolean;
 	portfolio: Portfolio;
 	positionSections: AccountPagePositionSection[];
 	recentEvents: AccountPageRecentEvents;
 	recentOperations: AccountPageRecentOperations;
+	slice: Slice;
 	source?: InvestmentResourceMeta;
+	tab: string;
+	unrealizedReturns: Portfolio["totalsByCurrency"];
 };
 
 const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
 	const { t } = useTranslation();
+	const [filter, setFilter] = useState<string>();
+	const tab = props.tab;
 
-	const defaultValue = [
+	const onTabChange = props.onTabChange;
-		...props.positionSections.map(section => section.kind),
+
-		"cash",
+	const activeSection = props.positionSections.find(
-		"recentOperations",
+		section => section.kind === filter,
-		"recentEvents",
+	) ?? props.positionSections[0];
-		"incomeSummary",
+
-	];
+	const positionKindLabels: Record<AccountPagePositionSection["kind"], string> = {
+		bonds: t("portfolio.positionKinds.bonds"),
+		other: t("portfolio.positionKinds.other"),
+		stocks: t("portfolio.positionKinds.stocks"),
+	};
+
+	const filterOptions = props.positionSections.map(section => ({
+		label: positionKindLabels[section.kind],
+		value: section.kind,
+	}));
 
 	return (
 		<Stack gap="lg">
@@ -59,9 +87,31 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
 			/>
 
 			{props.partial
-				? <Alert role="status">{t("investment.partial")}</Alert>
+				? tab !== "concentration" && (
+					<Alert role="status">{t("investment.partial")}</Alert>
+				)
 				: <CurrencyCards amounts={props.portfolio.totalsByCurrency} />}
 
+			{!props.partial && props.unrealizedReturns.length > 0 && (
+				<Stack
+					aria-label={t("portfolio.unrealizedResult")}
+					component="section"
+					gap={4}
+				>
+					<Text fw={600}>{t("portfolio.unrealizedResult")}</Text>
+
+					<Group gap="md">
+						{props.unrealizedReturns.map(total => (
+							<Text key={total.currency}>{formatMoney(total)}</Text>
+						))}
+					</Group>
+
+					<Text c="dimmed" size="xs">
+						{t("portfolio.unrealizedResultCaption")}
+					</Text>
+				</Stack>
+			)}
+
 			{!props.partial && (
 				<PortfolioStructure
 					key={props.accountId}
@@ -69,70 +119,98 @@ const AccountPageLoaded: FC<AccountPageLoadedProps> = (props) => {
 				/>
 			)}
 
-			<Accordion
+			<Tabs
-				classNames={{
+				classNames={{ list: classes.tabsList }}
-					chevron: classes.accordionChevron,
+				keepMounted={false}
-					control: classes.accordionControl,
+				onChange={onTabChange}
-					label: classes.accordionLabel,
+				value={tab}
-					panel: classes.accordionPanel,
-				}}
-				defaultValue={defaultValue}
-				multiple
 			>
-				{props.positionSections.map(section => (
+				<Tabs.List aria-label={t("portfolio.sections")} mb="md">
-					<Accordion.Item key={section.kind} value={section.kind}>
+					<Tabs.Tab value="positions">
-						<Accordion.Control>
+						{t("portfolio.tabs.positions")}
-							{t(positionSectionTitleKey(section.kind))}
+					</Tabs.Tab>
-						</Accordion.Control>
 
-						<Accordion.Panel>
+					{props.accountId !== "all" && (
-							<PositionSection section={section} />
+						<Tabs.Tab value="concentration">
-						</Accordion.Panel>
+							{t("portfolio.concentration.title")}
-					</Accordion.Item>
+						</Tabs.Tab>
-				))}
+					)}
 
-				<Accordion.Item value="cash">
+					<Tabs.Tab value="cash">{t("portfolio.tabs.cash")}</Tabs.Tab>
-					<Accordion.Control>{t("portfolio.cashBalances")}</Accordion.Control>
 
-					<Accordion.Panel>
+					<Tabs.Tab value="operations">
-						<CurrencyCards amounts={props.portfolio.cashBalances} />
+						{t("portfolio.tabs.operations")}
-					</Accordion.Panel>
+					</Tabs.Tab>
-				</Accordion.Item>
 
-				<Accordion.Item value="recentOperations">
+					<Tabs.Tab value="events">{t("portfolio.tabs.events")}</Tabs.Tab>
-					<Accordion.Control>{t("ledger.recentTitle")}</Accordion.Control>
 
-					<Accordion.Panel>
+					<Tabs.Tab value="income">{t("portfolio.tabs.income")}</Tabs.Tab>
-						<RecentOperations operations={props.recentOperations} />
+				</Tabs.List>
-					</Accordion.Panel>
-				</Accordion.Item>
 
-				<Accordion.Item value="recentEvents">
+				<Tabs.Panel value="positions">
-					<Accordion.Control>{t("events.recentTitle")}</Accordion.Control>
+					<Stack gap="md">
-
+						{props.positionSections.length > 1 && (
-					<Accordion.Panel>
+							<div className={classes.positionFilter}>
-						<BrokerageEventsPreview events={props.recentEvents} />
+								<SegmentedControl
-					</Accordion.Panel>
+									aria-label={t("portfolio.positionFilter")}
-				</Accordion.Item>
+									data={filterOptions}
-
+									onChange={setFilter}
-				<Accordion.Item value="incomeSummary">
+									value={activeSection?.kind}
-					<Accordion.Control>{t("income.summaryTitle")}</Accordion.Control>
+								/>
-
+							</div>
-					<Accordion.Panel>
-						{!!props.incomeSummary && (
-							<IncomeSummary {...props.incomeSummary} />
 						)}
-					</Accordion.Panel>
+
-				</Accordion.Item>
+						{activeSection && <PositionSection section={activeSection} />}
-			</Accordion>
+					</Stack>
+				</Tabs.Panel>
+
+				{props.accountId !== "all" && (
+					<Tabs.Panel value="concentration">
+						{props.concentration && (
+							<Concentration
+								currency={props.currency}
+								key={`${props.slice}-${props.currency}`}
+								model={props.concentration}
+								onCurrencyChange={props.onCurrencyChange}
+								onSliceChange={props.onSliceChange}
+								partial={!!props.partial}
+								slice={props.slice}
+							/>
+						)}
+					</Tabs.Panel>
+				)}
+
+				<Tabs.Panel value="cash">
+					<CurrencyCards amounts={props.portfolio.cashBalances} />
+				</Tabs.Panel>
+
+				<Tabs.Panel value="operations">
+					<RecentOperations
+						allAccounts={props.accountId === "all"}
+						moreLabel={t("portfolio.more")}
+						operations={props.recentOperations}
+					/>
+				</Tabs.Panel>
+
+				<Tabs.Panel value="events">
+					<BrokerageEventsPreview
+						allAccounts={props.accountId === "all"}
+						events={props.recentEvents}
+						moreLabel={t("portfolio.more")}
+					/>
+				</Tabs.Panel>
+
+				<Tabs.Panel value="income">
+					{!!props.incomeSummary && (
+						<IncomeSummary
+							{...props.incomeSummary}
+							moreLabel={t("portfolio.more")}
+						/>
+					)}
+				</Tabs.Panel>
+			</Tabs>
 		</Stack>
 	);
 };
 
-function positionSectionTitleKey(kind: AccountPagePositionSection["kind"]) {
-	if (kind === "stocks") return "portfolio.stocks";
-
-	return kind === "bonds" ? "portfolio.bonds" : "portfolio.otherPositions";
-}
-
 export { AccountPageLoaded };

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

@@ -34,7 +34,9 @@ const AccountPageLoading: FC = () => {
 
 			<Skeleton height={260} radius="sm" />
 
-			{["first", "second", "third"].map(placeholder => <Skeleton height={52} key={placeholder} radius="sm" />)}
+			<Skeleton height={40} radius="sm" />
+
+			<Skeleton height={220} radius="sm" />
 		</LoadingSkeleton>
 	);
 };

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

@@ -0,0 +1,111 @@
+.layout {
+	display: grid;
+	grid-template-columns: minmax(260px, 1fr) minmax(0, 1.4fr);
+	gap: var(--mantine-spacing-xl);
+	align-items: center;
+}
+
+.chart {
+	position: relative;
+	justify-self: center;
+}
+
+.pattern {
+	position: absolute;
+	width: 0;
+	height: 0;
+}
+
+.center {
+	position: absolute;
+	inset: 32%;
+	display: flex;
+	flex-direction: column;
+	align-items: center;
+	justify-content: center;
+	text-align: center;
+	font-size: clamp(12px, 1.3vw, 17px);
+	overflow-wrap: anywhere;
+	pointer-events: none;
+}
+
+.srOnly {
+	position: absolute;
+	width: 1px;
+	height: 1px;
+	padding: 0;
+	overflow: hidden;
+	clip: rect(0, 0, 0, 0);
+	white-space: nowrap;
+}
+
+.list {
+	list-style: none;
+	margin: 0;
+	padding: 0;
+}
+
+.row {
+	display: flex;
+	align-items: center;
+	gap: var(--mantine-spacing-sm);
+	min-height: 58px;
+	border-bottom: 1px solid var(--mantine-color-gray-2);
+}
+
+.rank {
+	display: grid;
+	place-items: center;
+	width: 28px;
+	height: 28px;
+	flex: none;
+	border-radius: 50%;
+	color: white;
+}
+
+.identity {
+	flex: 1;
+	min-width: 0;
+	overflow-wrap: anywhere;
+}
+
+.bar,
+.bar span {
+	display: block;
+	height: 4px;
+	border-radius: 4px;
+}
+
+.bar {
+	background: var(--mantine-color-gray-2);
+}
+
+.value {
+	text-align: right;
+	white-space: nowrap;
+}
+
+.other {
+	display: flex;
+	justify-content: space-between;
+	gap: var(--mantine-spacing-sm);
+	width: 100%;
+	min-height: 44px;
+	align-items: center;
+	border: 0;
+	background: var(--mantine-color-gray-0);
+	color: inherit;
+	cursor: pointer;
+	text-align: left;
+}
+
+.other:focus-visible {
+	outline: 2px solid var(--mantine-color-blue-6);
+	outline-offset: 2px;
+}
+
+@media (max-width: 700px) {
+	.layout { grid-template-columns: 1fr; }
+	.slices { max-width: 100%; overflow-x: auto; }
+	.other { flex-wrap: wrap; }
+}

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

@@ -0,0 +1,330 @@
+import { DonutChart } from "@mantine/charts";
+import {
+	Alert, Box, Group, Paper, SegmentedControl, Select, Stack,
+	Text, Title,
+} from "@mantine/core";
+import { type FC, useId, useState } from "react";
+import { useTranslation } from "react-i18next";
+
+import { formatMoney } from "@/shared/lib";
+
+import type {
+	ConcentrationItem,
+	Concentration as ConcentrationModel,
+	Slice,
+} from "../../../../model/concentration";
+
+import { PositionLogo } from "../PositionLogo.view";
+import classes from "./Concentration.module.css";
+
+type Props = {
+	currency: null | string;
+	model: ConcentrationModel;
+	onCurrencyChange: (currency: null | string) => void;
+	onSliceChange: (slice: Slice) => void;
+	partial: boolean;
+	slice: Slice;
+};
+
+const sliceLabels = {
+	bonds: "portfolio.bonds",
+	issuers: "portfolio.concentration.issuers",
+	sectors: "portfolio.concentration.sectors",
+	stocks: "portfolio.stocks",
+} as const;
+
+type RowProps = {
+	color: string;
+	currency: string;
+	index: number;
+	item: ConcentrationItem;
+	logo?: ConcentrationItem["logo"];
+	name: string;
+};
+
+const colors = [
+	"#2563eb", "#18a999", "#f59e0b", "#8b5cf6", "#ef6c5b",
+	"#64748b",
+];
+
+const PERCENT = 100;
+const OTHER_START = 6;
+
+function amountFor(item: ConcentrationItem, currency: string): string {
+	return formatMoney({ currency, value: item.amount });
+}
+
+const ConcentrationRow: FC<RowProps> = props => (
+	<li className={classes.row}>
+		<span
+			aria-hidden="true"
+			className={classes.rank}
+			style={{ backgroundColor: props.color }}
+		>
+			{props.index}
+		</span>
+
+		{props.logo && <PositionLogo label={props.name} src={props.logo.src} />}
+
+		<span className={classes.identity}>
+			<span>{props.name}</span>
+
+			{props.logo?.subtitle && (
+				<Text c="dimmed" size="xs">{props.logo.subtitle}</Text>
+			)}
+
+			<span aria-hidden="true" className={classes.bar}>
+				<span style={{
+					backgroundColor: props.color,
+					width: `${props.item.chartValue * PERCENT}%`,
+				}}
+				/>
+			</span>
+		</span>
+
+		<span className={classes.value}>
+			<strong>{amountFor(props.item, props.currency)}</strong>
+
+			<Text c="dimmed" size="sm">{props.item.share}</Text>
+		</span>
+	</li>
+);
+
+type TooltipProps = {
+	active?: boolean;
+	payload?: { name?: number | string }[];
+	rows: { amount: string; label: string; share: string }[];
+};
+
+function chartCellProps(series: { name: string }, rows: ConcentrationItem[]) {
+	const index = Number(series.name);
+	const item = rows.at(index);
+
+	return {
+		stroke: "white",
+		strokeWidth: 2,
+		...((item?.unknown || (index === rows.length - 1
+			&& item?.key === "__other"))
+		&& { strokeDasharray: "3 2" }),
+	};
+}
+
+function rankLabel({ index }: { index: number; percent?: number }) {
+	return String(index + 1);
+}
+
+const ChartTooltip: FC<TooltipProps> = (props) => {
+	const row = props.rows[Number(props.payload?.[0]?.name)];
+	if (!row || !props.active) return;
+
+	return (
+		<Paper p="sm" radius="md" shadow="sm">
+			<Text fw={600} size="sm">{row.label}</Text>
+
+			<Text size="sm">{row.amount} · {row.share}</Text>
+		</Paper>
+	);
+};
+
+const Concentration: FC<Props> = (props) => {
+	const { t } = useTranslation();
+	const [expanded, setExpanded] = useState(false);
+	const otherId = useId();
+	const chartId = useId();
+	const currency = props.currency ?? "";
+
+	const rows = props.model.other
+		? [...props.model.items, props.model.other]
+		: props.model.items;
+
+	const chartData = rows.map((item, index) => ({
+		color: colors[index % colors.length] ?? colors[0] ?? "blue",
+		name: String(index),
+		value: item.chartValue,
+	}));
+
+	const chartText = [
+		props.model.top5Share && t("portfolio.concentration.top5", {
+			share: props.model.top5Share,
+		}),
+		props.model.total && formatMoney({
+			currency, value: props.model.total,
+		}),
+		...rows.map(item => `${item.label}: ${amountFor(item, currency)}, ${item.share}`),
+	].filter(Boolean).join("; ");
+
+	const slices = [
+		{ label: t("portfolio.stocks"), value: "stocks" },
+		{ label: t("portfolio.bonds"), value: "bonds" },
+		{ label: t("portfolio.concentration.sectors"), value: "sectors" },
+		{ label: t("portfolio.concentration.issuers"), value: "issuers" },
+	];
+
+	// eslint-disable-next-line frontend/readability -- Mantine callback closes over page action.
+	const selectSlice = (value: string) => props.onSliceChange(value as Slice);
+	// eslint-disable-next-line frontend/readability -- Disclosure state belongs to this view.
+	const toggleOther = () => setExpanded(value => !value);
+
+	// eslint-disable-next-line frontend/readability -- Chart callback closes over visible rows.
+	const cellProps = (series: { name: string }) => chartCellProps(series, rows);
+	const pieProps = { isAnimationActive: false, label: rankLabel };
+
+	const tooltipRows = rows.map(item => ({
+		amount: amountFor(item, currency),
+		label: item.label,
+		share: item.share,
+	}));
+
+	const tooltipProps = { content: <ChartTooltip rows={tooltipRows} /> };
+
+	const totalText = props.model.total
+		? formatMoney({ currency, value: props.model.total })
+		: "";
+
+	return (
+		<Stack gap="lg">
+			<Group align="end" justify="space-between">
+				<SegmentedControl
+					aria-label={t("portfolio.concentration.slice")}
+					className={classes.slices}
+					data={slices}
+					onChange={selectSlice}
+					value={props.slice}
+				/>
+
+				{props.model.currencies.length > 1 && (
+					<Select
+						allowDeselect={false}
+						aria-label={t("portfolio.concentration.currency")}
+						data={props.model.currencies}
+						onChange={props.onCurrencyChange}
+						value={props.currency}
+						w={130}
+					/>
+				)}
+			</Group>
+
+			{props.partial && (
+				<Alert role="status">{t("portfolio.concentration.incomplete")}</Alert>
+			)}
+
+			{props.model.empty
+				? (
+						<Stack gap="xs">
+							<Text fw={600}>{t(sliceLabels[props.slice])}
+								{props.currency && ` · ${props.currency}`}
+							</Text>
+
+							<Text>{t("portfolio.concentration.empty")}</Text>
+						</Stack>
+					)
+				: (
+						<Paper className={classes.layout} p="lg" radius="md" withBorder>
+							<Box className={classes.chart}>
+								<DonutChart
+									aria-describedby={chartId}
+									aria-label={t("portfolio.concentration.chart")}
+									cellProps={cellProps}
+									data={chartData}
+									pieProps={pieProps}
+									role="img"
+									size={260}
+									strokeWidth={24}
+									tooltipDataSource="segment"
+									tooltipProps={tooltipProps}
+								/>
+
+								<div aria-hidden="true" className={classes.center}>
+									{props.model.top5Share && (
+										<Text fw={700} size="sm">{t("portfolio.concentration.top5", {
+											share: props.model.top5Share,
+										})}
+										</Text>
+									)}
+
+									<Text fw={700}>{totalText}</Text>
+								</div>
+
+								<Text
+									className={classes.srOnly}
+									id={chartId}
+								>
+									{chartText}
+								</Text>
+							</Box>
+
+							<Stack gap="xs">
+								<Title order={3} size="md">{t("portfolio.concentration.title")}</Title>
+
+								<ol className={classes.list}>
+									{props.model.items.map((item, index) => (
+										<ConcentrationRow
+											color={colors[index % colors.length] ?? "blue"}
+											currency={currency}
+											index={index + 1}
+											item={item}
+											key={item.key}
+											logo={item.logo}
+											name={item.label}
+										/>
+									))}
+								</ol>
+
+								{props.model.other && (
+									<>
+										<button
+											aria-controls={otherId}
+											aria-expanded={expanded}
+											className={classes.other}
+											onClick={toggleOther}
+											type="button"
+										>
+											<span>{t("portfolio.concentration.other")} · {t(
+												"portfolio.concentration.otherCount",
+												{ count: props.model.other.count },
+											)}
+											</span>
+
+											<span>{amountFor(props.model.other, currency)} · {
+												props.model.other.share
+											}
+											</span>
+										</button>
+
+										<ol
+											className={classes.list}
+											hidden={!expanded}
+											id={otherId}
+											start={OTHER_START}
+										>
+											{props.model.other.entries.map((item, index) => (
+												<ConcentrationRow
+													color={colors[(index + OTHER_START) % colors.length]
+														?? "blue"}
+													currency={currency}
+													index={index + OTHER_START}
+													item={item}
+													key={item.key}
+													logo={item.logo}
+													name={item.label}
+												/>
+											))}
+										</ol>
+									</>
+								)}
+							</Stack>
+						</Paper>
+					)}
+
+			{props.model.unaccounted > 0 && (
+				<Text c="dimmed" size="sm">{t(
+					"portfolio.concentration.unaccounted",
+					{ count: props.model.unaccounted },
+				)}
+				</Text>
+			)}
+		</Stack>
+	);
+};
+
+export { Concentration };

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

@@ -9,8 +9,8 @@ import type { IncomeSummary as IncomeSummaryData } from "@/entities/income";
 
 import { formatMoney } from "@/shared/lib";
 
-type IncomeSummaryProps
+type IncomeSummaryProps = { moreLabel?: string } & (
-	= | {
+	| {
 		state: "empty";
 		to: string;
 	}
@@ -27,7 +27,8 @@ type IncomeSummaryProps
 	| {
 		state: "partial";
 		to: string;
-	};
+	}
+);
 
 const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
 	const { t } = useTranslation();
@@ -56,7 +57,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
 				<Text c="dimmed">{t("income.summaryEmpty")}</Text>
 
 				<Button component={Link} to={props.to} variant="subtle">
-					{t("income.open")}
+					{props.moreLabel ?? t("income.open")}
 				</Button>
 			</Stack>
 		);
@@ -75,7 +76,7 @@ const IncomeSummary: FC<IncomeSummaryProps> = (props) => {
 			))}
 
 			<Button component={Link} to={props.to} variant="subtle">
-				{t("income.open")}
+				{props.moreLabel ?? t("income.open")}
 			</Button>
 		</Stack>
 	);

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

@@ -12,11 +12,15 @@ const syntheticPosition
 		displayName: "Учебные технологии",
 		figi: null,
 		isin: null,
+		issuer: null,
 		logoName: null,
 		logoSrc: null,
 		quantity: "100",
+		returnPercent: "25",
+		returnPercentText: "+25,00 %",
 		returnText: "+5 000 ₽",
 		returnTone: "positive",
+		sector: null,
 		shareText: "20%",
 		ticker: "DEMO",
 		type: "STOCK",
@@ -73,6 +77,8 @@ export const BondLoss: Story
 					"Учебные облигации для долгосрочных накоплений, выпуск 2030",
 				isin: "DEMO-BOND-2030",
 				quantity: "10",
+				returnPercent: "-5",
+				returnPercentText: "-5,00 %",
 				returnText: "−500 ₽",
 				returnTone: "negative",
 				shareText: "7,6%",
@@ -123,6 +129,8 @@ export const MissingValuation: Story
 				averagePurchasePrice: null,
 				currentValue: null,
 				displayName: "Учебная позиция без текущей оценки",
+				returnPercent: null,
+				returnPercentText: null,
 				returnText: null,
 				returnTone: undefined,
 				shareText: null,

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

@@ -6,7 +6,10 @@ import { Link } from "react-router";
 
 import { formatMoney } from "@/shared/lib";
 
-import type { AccountPagePosition, AccountPagePositionSection } from "../../../../model/positions";
+import type {
+	AccountPagePosition,
+	AccountPagePositionSection,
+} from "../../../../model/positions";
 
 import classes from "../../AccountPage.module.css";
 import { PositionLogo } from "../PositionLogo.view";
@@ -26,8 +29,15 @@ const PositionCard: FC<PositionCardProps> = (props) => {
 		: undefined;
 
 	let returnText = position.returnText;
-	if (returnText && !isExpanded)
+
+	if (returnText && position.returnPercentText) {
+		returnText += ` · ${position.returnPercentText}`;
+	}
+
+	if (returnText && !isExpanded) {
 		returnText = t("portfolio.return", { value: returnText });
+	}
+
 	const instrumentTo = position.instrumentTo;
 
 	const identifier

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

@@ -6,7 +6,10 @@ import { Link } from "react-router";
 
 import { formatMoney } from "@/shared/lib";
 
-import type { AccountPagePositionGroup, AccountPagePositionSection } from "../../../model/positions";
+import type {
+	AccountPagePositionGroup,
+	AccountPagePositionSection,
+} from "../../../model/positions";
 
 import classes from "../AccountPage.module.css";
 import { PositionLogo } from "./PositionLogo.view";
@@ -60,6 +63,16 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
 						? classes[position.returnTone]
 						: undefined;
 
+					const returnPercent = position.returnPercentText
+						? ` · ${position.returnPercentText}`
+						: "";
+
+					const returnValue = `${position.returnText ?? ""}${returnPercent}`;
+
+					const returnText = kind === "other"
+						? t("portfolio.return", { value: returnValue })
+						: returnValue;
+
 					return (
 						<Stack
 							className={classes.accountPosition}
@@ -89,9 +102,7 @@ const PositionGroupCard: FC<PositionGroupCardProps> = (props) => {
 
 								{!!position.returnText && (
 									<Text className={appearanceClass} size="sm">
-										{kind === "other"
+										{returnText}
-											? t("portfolio.return", { value: position.returnText })
-											: position.returnText}
 									</Text>
 								)}
 							</Group>

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

@@ -5,11 +5,18 @@ import { LoadingSkeleton } from "@wealthledger/ui";
 import { useTranslation } from "react-i18next";
 import { Link } from "react-router";
 
-import { LedgerEntryRow } from "@/entities/broker-operation";
+import {
+	brokerageOperationGroupKey,
+	LedgerEntryRow,
+	OperationGroup,
+} from "@/entities/broker-operation";
+import { groupItems } from "@/shared/lib";
 
 import type { AccountPageRecentOperations } from "../../../model/previews";
 
 type RecentOperationsProps = {
+	allAccounts?: boolean;
+	moreLabel?: string;
 	operations: AccountPageRecentOperations;
 };
 
@@ -31,20 +38,44 @@ const RecentOperations: FC<RecentOperationsProps> = (props) => {
 
 			{operations.state === "partial" && <Text role="status">{t("investment.partial")}</Text>}
 
-			{(operations.state === "loaded" || operations.state === "partial")
+			{(operations.state === "loaded" || operations.state === "partial") && (
-				&& operations.items.map(operation => (
+				<Stack
-					<LedgerEntryRow
+					component="ul"
-						key={JSON.stringify([
+					gap="sm"
-							operation.account?.id,
+					m={0}
-							operation.id,
+					p={0}
-							operation.logoName,
+					style={{ listStyle: "none" }}
-						])}
+				>
-						operation={operation}
+					{groupItems(
-					/>
+						operations.items.map(operation => ({
-				))}
+							key: JSON.stringify([
+								operation.account?.id,
+								operation.id,
+								operation.logoName,
+							]),
+							operation,
+						})),
+						entry => props.allAccounts
+							? brokerageOperationGroupKey(entry.operation)
+							: null,
+					).map(entry => entry.type === "group"
+						? (
+								<OperationGroup
+									entries={entry.items}
+									key={entry.key}
+									totalVisible={operations.totalVisible === true}
+								/>
+							)
+						: (
+								<li key={entry.item.key}>
+									<LedgerEntryRow operation={entry.item.operation} />
+								</li>
+							))}
+				</Stack>
+			)}
 
 			<Button component={Link} to={operations.to} variant="subtle">
-				{t("ledger.open")}
+				{props.moreLabel ?? t("ledger.open")}
 			</Button>
 		</Stack>
 	);

src/pages/account/ui/AccountPage/position-groups.test.tsx

@@ -36,6 +36,8 @@ describe("Positions grouped by security", () => {
 		).toHaveAttribute("href", "/accounts/a");
 		expect(within(rows[0]).getByText("Количество: 1.25")).toBeInTheDocument();
 		expect(within(rows[0]).getByText("375 ₽")).toBeInTheDocument();
+		expect(within(rows[0]).getByText("+25 ₽ · +7,14 %"))
+			.toBeInTheDocument();
 		expect(
 			within(rows[0]).getByText("Средняя цена: 280 ₽"),
 		).toBeInTheDocument();

src/pages/account/ui/AccountPage/position-layout.browser.test.tsx

@@ -37,10 +37,14 @@ it("keeps expanded positions vertical while other positions adapt to the viewpor
 					displayName: `Инструмент ${index}`,
 					figi: null,
 					isin: null,
+					issuer: null,
 					logoName: null,
 					logoSrc: null,
 					quantity: "10",
+					returnPercent: null,
+					returnPercentText: null,
 					returnText: null,
+					sector: null,
 					shareText: null,
 					ticker: null,
 					type: kind === "stocks" ? "STOCK" : otherType,

src/pages/accounts/ui/AccountsPage/AccountsPage.test.tsx

@@ -31,6 +31,19 @@ function configureTestAuth() {
 	});
 }
 
+function portfolioSummary(totals: { currency: string; value: string }[]) {
+	return {
+		bondPositionCount: 1,
+		cashBalances: [],
+		fundPositionCount: 0,
+		stockPositionCount: 0,
+		structure: { currencies: [], unvaluedCategories: [] },
+		totalPositionCount: 1,
+		totalsByCurrency: totals,
+		unrealizedReturnByCurrency: [],
+	};
+}
+
 function renderPage(queryClient: QueryClient) {
 	configureTestAuth();
 
@@ -46,6 +59,65 @@ function renderPage(queryClient: QueryClient) {
 }
 
 describe("AccountsPage", () => {
+	it("summarizes currencies separately and reports excluded accounts", async () => {
+		server.use(http.get("*/api/v1/brokerage-accounts", () =>
+			HttpResponse.json(resource([
+				{
+					...account,
+					portfolioSummary: portfolioSummary([
+						{ currency: "RUB", value: "100.10" },
+						{ currency: "USD", value: "20" },
+					]),
+				},
+				{
+					...account,
+					id: "account-2",
+					name: "Второй",
+					portfolioSummary: portfolioSummary([
+						{ currency: "RUB", value: "50.20" },
+					]),
+				},
+				{
+					...account,
+					id: "account-3",
+					name: "Без сводки",
+					portfolioSummary: null,
+				},
+				{
+					...account,
+					id: "account-4",
+					name: "Только деньги",
+					portfolioSummary: {
+						...portfolioSummary([{ currency: "RUB", value: "25" }]),
+						bondPositionCount: 0,
+						cashBalances: [{ currency: "RUB", value: "25" }],
+						totalPositionCount: 0,
+					},
+				},
+				{
+					...account,
+					id: "account-5",
+					name: "Без сумм",
+					portfolioSummary: {
+						...portfolioSummary([]),
+						totalPositionCount: 0,
+					},
+				},
+			])),
+		));
+		const client = createTestQueryClient();
+
+		renderPage(client);
+
+		expect(await screen.findByText("175,30 ₽")).toBeInTheDocument();
+		expect(screen.getAllByText("20,00 USD")).not.toHaveLength(0);
+		expect(screen.getByText("5 счетов")).toBeInTheDocument();
+		expect(screen.getByText("Нет текущих сумм")).toBeInTheDocument();
+		expect(screen.getByText(
+			"Ещё 1 счёт не включён: нет актуального портфеля",
+		)).toBeInTheDocument();
+	});
+
 	it("loads accounts after retrying an initial HTTP failure", async () => {
 		const modes: (null | string)[] = [];
 		server.use(

src/pages/accounts/ui/AccountsPage/components/AccountsPageLoaded.view.tsx

@@ -1,6 +1,6 @@
 import type { FC } from "react";
 
-import { Button, Stack, Text, Title } from "@mantine/core";
+import { Button, SimpleGrid, Stack, Text, Title } from "@mantine/core";
 import { useTranslation } from "react-i18next";
 import { Link } from "react-router";
 
@@ -10,15 +10,82 @@ import {
 	type BrokerageAccountCard,
 	BrokerageAccountList,
 } from "@/entities/brokerage-account";
+import { formatMoney } from "@/shared/lib";
 import { SourceSyncStatus } from "@/shared/ui";
 
+const DECIMAL_BASE = 10n;
+const DECIMAL_PART_COUNT = 2;
+const ZERO = 0n;
+
 type AccountsPageLoadedProps = {
 	accounts: BrokerageAccountCard[];
 	meta: InvestmentResourceMeta;
 };
 
+type Money = { currency: string; value: string };
+
+function accountTotals(accounts: BrokerageAccountCard[]) {
+	const values = new Map<string, string[]>();
+	let excludedCount = 0;
+
+	for (const { summary } of accounts) {
+		if (summary.state === "empty") continue;
+
+		if (summary.state === "unavailable") {
+			excludedCount += 1;
+			continue;
+		}
+
+		for (const total of summary.portfolio.totalsByCurrency) {
+			values.set(total.currency, [
+				...values.get(total.currency) ?? [],
+				total.value,
+			]);
+		}
+	}
+
+	const totals: Money[] = Array.from(values, ([currency, amounts]) => ({
+		currency,
+		value: sumDecimals(amounts),
+	}));
+
+	return { excludedCount, totals };
+}
+
+function sumDecimals(values: string[]) {
+	const scale = Math.max(
+		0,
+		...values.map(value =>
+			value.split(".", DECIMAL_PART_COUNT)[1]?.length ?? 0),
+	);
+
+	const factor = DECIMAL_BASE ** BigInt(scale);
+	let sum = ZERO;
+
+	for (const value of values) {
+		const isNegative = value.startsWith("-");
+
+		const [integer = "0", fraction = ""] = (isNegative
+			? value.slice(1)
+			: value).split(".", DECIMAL_PART_COUNT);
+
+		const units = BigInt(integer) * factor
+			+ BigInt(fraction.padEnd(scale, "0") || "0");
+
+		sum += isNegative ? -units : units;
+	}
+
+	const isNegative = sum < ZERO;
+	const digits = (isNegative ? -sum : sum).toString().padStart(scale + 1, "0");
+	const integer = scale ? digits.slice(0, -scale) : digits;
+	const fraction = scale ? `.${digits.slice(-scale)}` : "";
+
+	return `${isNegative ? "-" : ""}${integer}${fraction}`;
+}
+
 const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
 	const { t } = useTranslation();
+	const { excludedCount, totals } = accountTotals(props.accounts);
 
 	return (
 		<Stack gap="lg">
@@ -28,6 +95,37 @@ const AccountsPageLoaded: FC<AccountsPageLoadedProps> = (props) => {
 				<Text c="dimmed" size="sm">
 					{t("accounts.subtitle")}
 				</Text>
+			</Stack>
+
+			<Stack gap="xs">
+				<SimpleGrid cols={{ base: 1, xs: 2 }} spacing="xs">
+					<Stack gap={4}>
+						<Text c="dimmed" size="sm">
+							{t("accounts.currentValue")}
+						</Text>
+
+						{totals.length > 0
+							? totals.map(total => (
+									<Text fw={700} key={total.currency} size="lg">
+										{formatMoney(total, { withRoundedCents: true })}
+									</Text>
+								))
+							: <Text c="dimmed">{t("accounts.summaryNoTotals")}</Text>}
+					</Stack>
+
+					<Stack gap={4}>
+						<Text fw={600}>{t("accounts.count", {
+							count: props.accounts.length,
+						})}
+						</Text>
+
+						{excludedCount > 0 && (
+							<Text c="dimmed" size="sm">
+								{t("accounts.summaryExcluded", { count: excludedCount })}
+							</Text>
+						)}
+					</Stack>
+				</SimpleGrid>
 
 				<SourceSyncStatus
 					lastAttempt={props.meta.lastAttempt}

src/shared/api/client.test.ts

@@ -285,7 +285,11 @@ describe("apiClient transient read recovery", () => {
 				http.get("*/api/v1/brokerage-accounts", () => {
 					requests += 1;
 
-					return HttpResponse.json({ code: "FORBIDDEN" }, { status });
+					// Any non-transient code; status alone must prevent the retry.
+					return HttpResponse.json(
+						{ code: "INTERNAL_SERVER_ERROR", status },
+						{ status },
+					);
 				}),
 			);
 			configureAuthClient({

src/shared/api/client.ts

@@ -166,7 +166,6 @@ function isNetworkFailure(error: unknown): boolean {
 
 function isPermanentCode(code?: string): boolean {
 	return [
-		ApiErrorCode.Forbidden,
 		ApiErrorCode.InvalidTbankToken,
 		ApiErrorCode.NotFound,
 		ApiErrorCode.TbankNotConnected,

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

@@ -731,8 +731,11 @@ export interface components {
         ProblemDetailsDto: {
             /** @example 401 */
             status: number;
-            /** @example UNAUTHORIZED */
+            /**
-            code: string;
+             * @example UNAUTHORIZED
+             * @enum {string}
+             */
+            code: "BAD_REQUEST" | "INTERNAL_SERVER_ERROR" | "NOT_FOUND" | "UNAUTHORIZED" | "UNSUPPORTED_MEDIA_TYPE" | "VALIDATION_ERROR" | "EMAIL_ALREADY_REGISTERED" | "INVALID_CREDENTIALS" | "INVALID_OPERATIONS_CURSOR" | "BOND_HISTORY_START_UNAVAILABLE" | "BOND_TICKER_AMBIGUOUS" | "STOCK_HISTORY_START_UNAVAILABLE" | "STOCK_TICKER_AMBIGUOUS" | "INVALID_TBANK_TOKEN" | "TBANK_NOT_CONNECTED" | "TBANK_UNAVAILABLE" | "BANK_CARD_ARCHIVED" | "BANK_DEPENDENT_REFUNDS" | "BANK_DUPLICATE_CATEGORY" | "BANK_IMMUTABLE_OPERATION" | "BANK_INTENT_CONFLICT" | "BANK_INVALID_DATE" | "BANK_INVALID_INPUT" | "BANK_INVALID_MONEY" | "BANK_INVALID_REFUND" | "BANK_NOT_FOUND" | "BANK_OPENING_DATE_CONFLICT" | "BANK_OPERATION_DELETED" | "BANK_REFUND_LIMIT" | "BANK_VERSION_CONFLICT" | "BANK_WRITE_CONFLICT" | "MOEX_UNAVAILABLE" | "NCR_UNAVAILABLE" | "INVALID_EVENTS_PERIOD" | "INVALID_INCOME_PERIOD";
             /**
              * @example [
              *       {
@@ -909,12 +912,54 @@ export interface components {
             version: number;
             archived?: boolean;
         };
+        PortfolioStructureCategoryDto: {
+            /** @enum {string} */
+            type: "STOCK" | "BOND" | "OTHER" | "CASH";
+            /** @description Exact known value as a decimal string. */
+            value: string;
+            /** @description Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions. */
+            sharePercent: string | null;
+        };
+        PortfolioStructureCurrencyDto: {
+            currency: string;
+            totalValue: string;
+            /** @description Any negative constituent, even if netted positive. */
+            hasNegativeValues: boolean;
+            categories: components["schemas"]["PortfolioStructureCategoryDto"][];
+        };
+        PortfolioUnvaluedCategoryDto: {
+            /** @enum {string} */
+            type: "STOCK" | "BOND" | "OTHER";
+            count: number;
+        };
+        PortfolioStructureDto: {
+            currencies: components["schemas"]["PortfolioStructureCurrencyDto"][];
+            /** @description Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty. */
+            unvaluedCategories: components["schemas"]["PortfolioUnvaluedCategoryDto"][];
+        };
+        UnrealizedReturnDto: {
+            currency: string;
+            /** @example 12.345678901 */
+            absolute: string;
+            /** @example 100.00 */
+            costBasis: string;
+            /** @example 12.34 */
+            percent: string | null;
+            partial: boolean;
+        };
         PortfolioSummaryDto: {
             totalsByCurrency: components["schemas"]["MoneyDto"][];
+            cashBalances: components["schemas"]["MoneyDto"][];
+            structure: components["schemas"]["PortfolioStructureDto"];
+            unrealizedReturnByCurrency: components["schemas"]["UnrealizedReturnDto"][];
             /** @description Number of non-zero stock positions, not the number of units. */
             stockPositionCount: number;
             /** @description Number of non-zero bond positions, not the number of units. */
             bondPositionCount: number;
+            /** @description Number of non-zero fund positions, not the number of units. */
+            fundPositionCount: number;
+            /** @description Number of all non-zero positions, not the number of units. */
+            totalPositionCount: number;
         };
         BrokerageAccountDto: {
             id: string;
@@ -1011,6 +1056,10 @@ export interface components {
             id: string;
             name: string;
         };
+        PortfolioIssuerDto: {
+            id: string;
+            name: string;
+        };
         PortfolioPositionDto: {
             instrumentUid?: string | null;
             account?: components["schemas"]["AccountReferenceDto"];
@@ -1025,31 +1074,8 @@ export interface components {
             isin: string | null;
             ticker: string | null;
             logoName: string | null;
-        };
+            sector: string | null;
-        PortfolioStructureCategoryDto: {
+            issuer: components["schemas"]["PortfolioIssuerDto"] | null;
-            /** @enum {string} */
-            type: "STOCK" | "BOND" | "OTHER" | "CASH";
-            /** @description Exact known value as a decimal string. */
-            value: string;
-            /** @description Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions. */
-            sharePercent: string | null;
-        };
-        PortfolioStructureCurrencyDto: {
-            currency: string;
-            totalValue: string;
-            /** @description Any negative constituent, even if netted positive. */
-            hasNegativeValues: boolean;
-            categories: components["schemas"]["PortfolioStructureCategoryDto"][];
-        };
-        PortfolioUnvaluedCategoryDto: {
-            /** @enum {string} */
-            type: "STOCK" | "BOND" | "OTHER";
-            count: number;
-        };
-        PortfolioStructureDto: {
-            currencies: components["schemas"]["PortfolioStructureCurrencyDto"][];
-            /** @description Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty. */
-            unvaluedCategories: components["schemas"]["PortfolioUnvaluedCategoryDto"][];
         };
         PortfolioDto: {
             /** Format: date-time */
@@ -1363,6 +1389,8 @@ export interface components {
             isin: string | null;
             ticker: string | null;
             logoName: string | null;
+            sector: string | null;
+            issuer: components["schemas"]["PortfolioIssuerDto"] | null;
             returnPercent: string | null;
         };
         StockPositionDto: {

src/shared/api/problem-details.ts

@@ -1,3 +1,5 @@
+import type { components } from "./generated/schema";
+
 enum ApiErrorCode {
 	BankDependentRefunds = "BANK_DEPENDENT_REFUNDS",
 	BankIntentConflict = "BANK_INTENT_CONFLICT",
@@ -6,7 +8,6 @@ enum ApiErrorCode {
 	BankVersionConflict = "BANK_VERSION_CONFLICT",
 	BankWriteConflict = "BANK_WRITE_CONFLICT",
 	BondTickerAmbiguous = "BOND_TICKER_AMBIGUOUS",
-	Forbidden = "FORBIDDEN",
 	InvalidOperationsCursor = "INVALID_OPERATIONS_CURSOR",
 	InvalidTbankToken = "INVALID_TBANK_TOKEN",
 	NotFound = "NOT_FOUND",
@@ -16,6 +17,16 @@ enum ApiErrorCode {
 	Unauthorized = "UNAUTHORIZED",
 }
 
+/**
+Compile-time drift guard: collapses to `never` when any enum member is absent
+from the generated ProblemDetails contract, so every call site fails to build.
+*/
+type ContractApiErrorCode
+	= Exclude<
+		`${ApiErrorCode}`,
+		components["schemas"]["ProblemDetailsDto"]["code"]
+	> extends never ? ApiErrorCode : never;
+
 function apiErrorCode(error: unknown): string | undefined {
 	return typeof error === "object" && error !== null && "code" in error
 		? String(error.code)
@@ -23,7 +34,10 @@ function apiErrorCode(error: unknown): string | undefined {
 }
 
 // Incoming codes are an open wire string; unknown values retain their fallback.
-function isApiErrorCode(value: unknown, expected: ApiErrorCode): boolean {
+function isApiErrorCode(
+	value: unknown,
+	expected: ContractApiErrorCode,
+): boolean {
 	return value === expected;
 }
 

src/shared/api/resource-query.ts

@@ -42,7 +42,6 @@ function invalidateResourceAccess(
 	const errorCode = apiErrorCode(error);
 	if (
 		[
-			ApiErrorCode.Forbidden,
 			ApiErrorCode.InvalidTbankToken,
 			ApiErrorCode.NotFound,
 			ApiErrorCode.TbankNotConnected,

src/shared/api/spec/openapi.json

@@ -5204,7 +5204,44 @@
           },
           "code": {
             "type": "string",
-            "example": "UNAUTHORIZED"
+            "example": "UNAUTHORIZED",
+            "enum": [
+              "BAD_REQUEST",
+              "INTERNAL_SERVER_ERROR",
+              "NOT_FOUND",
+              "UNAUTHORIZED",
+              "UNSUPPORTED_MEDIA_TYPE",
+              "VALIDATION_ERROR",
+              "EMAIL_ALREADY_REGISTERED",
+              "INVALID_CREDENTIALS",
+              "INVALID_OPERATIONS_CURSOR",
+              "BOND_HISTORY_START_UNAVAILABLE",
+              "BOND_TICKER_AMBIGUOUS",
+              "STOCK_HISTORY_START_UNAVAILABLE",
+              "STOCK_TICKER_AMBIGUOUS",
+              "INVALID_TBANK_TOKEN",
+              "TBANK_NOT_CONNECTED",
+              "TBANK_UNAVAILABLE",
+              "BANK_CARD_ARCHIVED",
+              "BANK_DEPENDENT_REFUNDS",
+              "BANK_DUPLICATE_CATEGORY",
+              "BANK_IMMUTABLE_OPERATION",
+              "BANK_INTENT_CONFLICT",
+              "BANK_INVALID_DATE",
+              "BANK_INVALID_INPUT",
+              "BANK_INVALID_MONEY",
+              "BANK_INVALID_REFUND",
+              "BANK_NOT_FOUND",
+              "BANK_OPENING_DATE_CONFLICT",
+              "BANK_OPERATION_DELETED",
+              "BANK_REFUND_LIMIT",
+              "BANK_VERSION_CONFLICT",
+              "BANK_WRITE_CONFLICT",
+              "MOEX_UNAVAILABLE",
+              "NCR_UNAVAILABLE",
+              "INVALID_EVENTS_PERIOD",
+              "INVALID_INCOME_PERIOD"
+            ]
           },
           "errors": {
             "type": "array",
@@ -5819,6 +5856,135 @@
           "version"
         ]
       },
+      "PortfolioStructureCategoryDto": {
+        "type": "object",
+        "properties": {
+          "type": {
+            "type": "string",
+            "enum": [
+              "STOCK",
+              "BOND",
+              "OTHER",
+              "CASH"
+            ]
+          },
+          "value": {
+            "type": "string",
+            "description": "Exact known value as a decimal string."
+          },
+          "sharePercent": {
+            "type": "string",
+            "nullable": true,
+            "description": "Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions."
+          }
+        },
+        "required": [
+          "type",
+          "value",
+          "sharePercent"
+        ]
+      },
+      "PortfolioStructureCurrencyDto": {
+        "type": "object",
+        "properties": {
+          "currency": {
+            "type": "string"
+          },
+          "totalValue": {
+            "type": "string"
+          },
+          "hasNegativeValues": {
+            "type": "boolean",
+            "description": "Any negative constituent, even if netted positive."
+          },
+          "categories": {
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/PortfolioStructureCategoryDto"
+            }
+          }
+        },
+        "required": [
+          "currency",
+          "totalValue",
+          "hasNegativeValues",
+          "categories"
+        ]
+      },
+      "PortfolioUnvaluedCategoryDto": {
+        "type": "object",
+        "properties": {
+          "type": {
+            "type": "string",
+            "enum": [
+              "STOCK",
+              "BOND",
+              "OTHER"
+            ]
+          },
+          "count": {
+            "type": "number",
+            "minimum": 1
+          }
+        },
+        "required": [
+          "type",
+          "count"
+        ]
+      },
+      "PortfolioStructureDto": {
+        "type": "object",
+        "properties": {
+          "currencies": {
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/PortfolioStructureCurrencyDto"
+            }
+          },
+          "unvaluedCategories": {
+            "description": "Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty.",
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/PortfolioUnvaluedCategoryDto"
+            }
+          }
+        },
+        "required": [
+          "currencies",
+          "unvaluedCategories"
+        ]
+      },
+      "UnrealizedReturnDto": {
+        "type": "object",
+        "properties": {
+          "currency": {
+            "type": "string"
+          },
+          "absolute": {
+            "type": "string",
+            "example": "12.345678901"
+          },
+          "costBasis": {
+            "type": "string",
+            "example": "100.00"
+          },
+          "percent": {
+            "type": "string",
+            "nullable": true,
+            "example": "12.34"
+          },
+          "partial": {
+            "type": "boolean"
+          }
+        },
+        "required": [
+          "currency",
+          "absolute",
+          "costBasis",
+          "percent",
+          "partial"
+        ]
+      },
       "PortfolioSummaryDto": {
         "type": "object",
         "properties": {
@@ -5828,6 +5994,21 @@
               "$ref": "#/components/schemas/MoneyDto"
             }
           },
+          "cashBalances": {
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/MoneyDto"
+            }
+          },
+          "structure": {
+            "$ref": "#/components/schemas/PortfolioStructureDto"
+          },
+          "unrealizedReturnByCurrency": {
+            "type": "array",
+            "items": {
+              "$ref": "#/components/schemas/UnrealizedReturnDto"
+            }
+          },
           "stockPositionCount": {
             "type": "integer",
             "minimum": 0,
@@ -5837,12 +6018,27 @@
             "type": "integer",
             "minimum": 0,
             "description": "Number of non-zero bond positions, not the number of units."
+          },
+          "fundPositionCount": {
+            "type": "integer",
+            "minimum": 0,
+            "description": "Number of non-zero fund positions, not the number of units."
+          },
+          "totalPositionCount": {
+            "type": "integer",
+            "minimum": 0,
+            "description": "Number of all non-zero positions, not the number of units."
           }
         },
         "required": [
           "totalsByCurrency",
+          "cashBalances",
+          "structure",
+          "unrealizedReturnByCurrency",
           "stockPositionCount",
-          "bondPositionCount"
+          "bondPositionCount",
+          "fundPositionCount",
+          "totalPositionCount"
         ]
       },
       "BrokerageAccountDto": {
@@ -6227,6 +6423,21 @@
           "name"
         ]
       },
+      "PortfolioIssuerDto": {
+        "type": "object",
+        "properties": {
+          "id": {
+            "type": "string"
+          },
+          "name": {
+            "type": "string"
+          }
+        },
+        "required": [
+          "id",
+          "name"
+        ]
+      },
       "PortfolioPositionDto": {
         "type": "object",
         "properties": {
@@ -6299,6 +6510,19 @@
           "logoName": {
             "type": "string",
             "nullable": true
+          },
+          "sector": {
+            "type": "string",
+            "nullable": true
+          },
+          "issuer": {
+            "nullable": true,
+            "type": "object",
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/PortfolioIssuerDto"
+              }
+            ]
           }
         },
         "required": [
@@ -6311,105 +6535,9 @@
           "absoluteReturn",
           "isin",
           "ticker",
-          "logoName"
+          "logoName",
-        ]
+          "sector",
-      },
+          "issuer"
-      "PortfolioStructureCategoryDto": {
-        "type": "object",
-        "properties": {
-          "type": {
-            "type": "string",
-            "enum": [
-              "STOCK",
-              "BOND",
-              "OTHER",
-              "CASH"
-            ]
-          },
-          "value": {
-            "type": "string",
-            "description": "Exact known value as a decimal string."
-          },
-          "sharePercent": {
-            "type": "string",
-            "nullable": true,
-            "description": "Percentage including cash, rounded to six decimal places. Null for incomplete, negative or zero-total compositions."
-          }
-        },
-        "required": [
-          "type",
-          "value",
-          "sharePercent"
-        ]
-      },
-      "PortfolioStructureCurrencyDto": {
-        "type": "object",
-        "properties": {
-          "currency": {
-            "type": "string"
-          },
-          "totalValue": {
-            "type": "string"
-          },
-          "hasNegativeValues": {
-            "type": "boolean",
-            "description": "Any negative constituent, even if netted positive."
-          },
-          "categories": {
-            "type": "array",
-            "items": {
-              "$ref": "#/components/schemas/PortfolioStructureCategoryDto"
-            }
-          }
-        },
-        "required": [
-          "currency",
-          "totalValue",
-          "hasNegativeValues",
-          "categories"
-        ]
-      },
-      "PortfolioUnvaluedCategoryDto": {
-        "type": "object",
-        "properties": {
-          "type": {
-            "type": "string",
-            "enum": [
-              "STOCK",
-              "BOND",
-              "OTHER"
-            ]
-          },
-          "count": {
-            "type": "number",
-            "minimum": 1
-          }
-        },
-        "required": [
-          "type",
-          "count"
-        ]
-      },
-      "PortfolioStructureDto": {
-        "type": "object",
-        "properties": {
-          "currencies": {
-            "type": "array",
-            "items": {
-              "$ref": "#/components/schemas/PortfolioStructureCurrencyDto"
-            }
-          },
-          "unvaluedCategories": {
-            "description": "Positions without current value and known valuation currency. Shares are unavailable across all currencies when nonempty.",
-            "type": "array",
-            "items": {
-              "$ref": "#/components/schemas/PortfolioUnvaluedCategoryDto"
-            }
-          }
-        },
-        "required": [
-          "currencies",
-          "unvaluedCategories"
         ]
       },
       "PortfolioDto": {
@@ -7812,6 +7940,19 @@
             "type": "string",
             "nullable": true
           },
+          "sector": {
+            "type": "string",
+            "nullable": true
+          },
+          "issuer": {
+            "nullable": true,
+            "type": "object",
+            "allOf": [
+              {
+                "$ref": "#/components/schemas/PortfolioIssuerDto"
+              }
+            ]
+          },
           "returnPercent": {
             "type": "string",
             "nullable": true
@@ -7828,6 +7969,8 @@
           "isin",
           "ticker",
           "logoName",
+          "sector",
+          "issuer",
           "returnPercent"
         ]
       },

src/shared/i18n/locales/ru.ts

@@ -5,7 +5,20 @@ const ru = {
 			all: "Все счета",
 			allDescription: "Портфель по всем доступным инвестиционным счетам",
 			bonds: "Облигации",
+			brokerDescription: "По данным брокера",
+			cash: "Деньги на счёте",
+			count_few: "{{count}} счёта",
+			count_many: "{{count}} счетов",
+			count_one: "{{count}} счёт",
+			count_other: "{{count}} счёта",
 			currentValue: "Текущая стоимость",
+			description: {
+				currentValue: "Текущая стоимость: {{value}}. ",
+				return: "Доходность {{currency}}: {{percent}}, {{absolute}}",
+				start: "Счёт {{name}}, {{type}}. ",
+				structure: "Структура {{currency}}: {{value}}",
+				structureCategory: "{{category}} {{value}}",
+			},
 			emptyText:
 				"Откройте инвестиционный счет в T-Bank, чтобы он появился здесь.",
 			emptyTitle: "Нет инвестиционных счетов",
@@ -18,6 +31,11 @@ const ru = {
 			openAll: "Портфель по всем счетам",
 			openedOn: "Открыт {{date}}",
 			openSettings: "Открыть настройки T-Bank",
+			partial: "частично",
+			positions_few: "{{count}} позиции",
+			positions_many: "{{count}} позиций",
+			positions_one: "{{count}} позиция",
+			positions_other: "{{count}} позиции",
 			refreshError:
 				"Не удалось обновить данные. Показаны последние полученные.",
 			refreshing: "Обновляем данные",
@@ -28,8 +46,22 @@ const ru = {
 			retry: "Повторить",
 			scope: "Счёт",
 			stocks: "Акции",
+			structure: {
+				category: "{{category}} {{percent}} %",
+				incomplete: "{{category}}: доля неизвестна",
+				label: "Структура в {{currency}}: {{value}}",
+			},
 			subtitle: "Ваши инвестиции по счетам",
 			summaryEmpty: "Нет текущих сумм",
+			summaryExcluded_few:
+				"Ещё {{count}} счёта не включены: нет актуального портфеля",
+			summaryExcluded_many:
+				"Ещё {{count}} счетов не включены: нет актуального портфеля",
+			summaryExcluded_one:
+				"Ещё {{count}} счёт не включён: нет актуального портфеля",
+			summaryExcluded_other:
+				"Ещё {{count}} счёта не включены: нет актуального портфеля",
+			summaryNoTotals: "Нет данных для сводки",
 			summaryUnavailable: "Сводка временно недоступна",
 			title: "Счета",
 			types: {
@@ -318,6 +350,9 @@ const ru = {
 			operations: "Операции",
 			settings: "Настройки",
 		},
+		entryGroup: {
+			totalUnavailable: "Итог недоступен",
+		},
 		events: {
 			dateKind: { event: "Дата события", registry: "Дата реестра" },
 			emptyText:
@@ -420,10 +455,11 @@ const ru = {
 			next: "Далее",
 			noInstrument: "Без инструмента",
 			noMoney: "Без движения денег",
-			occurredAt: "{{date}}",
+			occurredAt: "Исполнено {{date}}",
 			open: "Открыть журнал",
 			operationType: {
 				buy: "Покупка",
+				coupon: "Купон",
 				dividend: "Зачисление дивидендов",
 				fee: "Комиссия",
 				input: "Зачисление ценных бумаг",
@@ -450,6 +486,7 @@ const ru = {
 			accounts: "Счета",
 			bonds: "Облигации",
 			cards: "Карты",
+			primary: "Основная навигация",
 			settings: "Настройки",
 			stocks: "Акции",
 		},
@@ -472,6 +509,26 @@ const ru = {
 			bonds: "Облигации",
 			byAccount: "Позиции по счетам",
 			cashBalances: "Денежные остатки",
+			concentration: {
+				chart: "Распределение позиций",
+				currency: "Валюта концентрации",
+				empty: "В этом разрезе нет позиций с положительной оценкой.",
+				incomplete: "Данные неполные",
+				issuers: "Эмитенты",
+				missingIssuer: "Эмитент не указан",
+				missingSector: "Сектор не указан",
+				other: "Прочее",
+				otherCount: "{{count}} элементов",
+				otherCount_few: "{{count}} элемента",
+				otherCount_many: "{{count}} элементов",
+				otherCount_one: "{{count}} элемент",
+				otherCount_other: "{{count}} элемента",
+				sectors: "Секторы",
+				slice: "Разрез концентрации",
+				title: "Концентрация",
+				top5: "Топ-5 · {{share}}",
+				unaccounted: "Не учтено позиций: {{count}}",
+			},
 			connectionErrorText: "Настройте подключение, чтобы посмотреть портфель.",
 			connectionErrorTitle: "Проверьте подключение T-Bank",
 			currencies: {
@@ -481,13 +538,21 @@ const ru = {
 			},
 			emptyText: "На счете нет позиций и доступных денежных остатков.",
 			emptyTitle: "Портфель пока пуст",
+			more: "Подробнее",
 			otherPositions: "Другие позиции",
+			positionFilter: "Тип позиции",
+			positionKinds: {
+				bonds: "Облигации",
+				other: "Прочее",
+				stocks: "Акции",
+			},
 			positions: "Позиции",
 			quantity: "Количество: {{value}}",
 			refreshError:
 				"Не удалось обновить портфель. Показан последний полученный снимок.",
 			refreshing: "Обновляем портфель",
 			return: "Доход: {{value}}",
+			sections: "Разделы счёта",
 			share: "Доля: {{value}}",
 			staleWarning:
 				"T-Bank временно недоступен. Показан последний успешный снимок.",
@@ -513,7 +578,16 @@ const ru = {
 				unvalued: "Нет оценки",
 				unvaluedCategory: "{{category}}: без оценки — {{count}}",
 			},
+			tabs: {
+				cash: "Деньги",
+				events: "События",
+				income: "Доход",
+				operations: "Операции",
+				positions: "Позиции",
+			},
 			title: "Портфель",
+			unrealizedResult: "Нереализованный результат",
+			unrealizedResultCaption: "по цене, без НКД и купонов",
 			updatedAt: "Данные получены {{date}}",
 		},
 		routeError: {
@@ -706,6 +780,7 @@ const ru = {
 				consumer: "Потребительский сектор",
 				energy: "Энергетика",
 				financial: "Финансы",
+				government: "Государственный сектор",
 				health_care: "Здравоохранение",
 				industrials: "Промышленность",
 				it: "Информационные технологии",

src/shared/lib/decimal.test.ts

@@ -0,0 +1,41 @@
+import { describe, expect, it } from "vitest";
+
+import { sumMoney } from "./decimal";
+
+describe("sumMoney", () => {
+	it("adds exact signed decimals independently per currency", () => {
+		expect(sumMoney([
+			{ currency: "RUB", value: "0.1" },
+			{ currency: "USD", value: "0.01" },
+			{ currency: "RUB", value: "0.2" },
+			{ currency: "RUB", value: "-1500000.45" },
+			{ currency: "USD", value: "-0.02" },
+			{ currency: "RUB", value: "200" },
+		])).toEqual([
+			{ currency: "RUB", value: "-1499800.15" },
+			{ currency: "USD", value: "-0.01" },
+		]);
+	});
+
+	it("preserves significant fractional digits and a compensated zero", () => {
+		expect(sumMoney([
+			{ currency: "RUB", value: "100.5" },
+			{ currency: "RUB", value: "49.50" },
+			{ currency: "RUB", value: "0.005" },
+		])).toEqual([{ currency: "RUB", value: "150.005" }]);
+		expect(sumMoney([
+			{ currency: "RUB", value: "100" },
+			{ currency: "RUB", value: "-100" },
+		])).toEqual([{ currency: "RUB", value: "0" }]);
+	});
+
+	it.each(["", ".", "1.2.3", "not-a-number"])(
+		"rejects malformed amount %s instead of treating it as zero",
+		(value) => {
+			expect(sumMoney([
+				{ currency: "RUB", value: "100" },
+				{ currency: "RUB", value },
+			])).toBeNull();
+		},
+	);
+});

src/shared/lib/decimal.ts

@@ -0,0 +1,75 @@
+type Decimal = { scale: number; value: bigint };
+
+type Money = { currency: string; value: string };
+
+const DECIMAL_PARTS = 2;
+const RADIX = 10n;
+// Decimal grammar is bounded to digits and one optional dot.
+// eslint-disable-next-line security/detect-unsafe-regex
+const decimalPattern = /^-?\d+(?:\.\d+)?$/;
+
+function decimalFromString(value: string): Decimal {
+	if (!decimalPattern.test(value)) throw new SyntaxError("Invalid decimal");
+	const [whole = "0", fraction = ""] = value.split(".", DECIMAL_PARTS);
+
+	return { scale: fraction.length, value: BigInt(`${whole}${fraction}`) };
+}
+
+function decimalToString(decimal: Decimal): string {
+	const sign = decimal.value < 0n ? "-" : "";
+
+	const digits = (decimal.value < 0n ? -decimal.value : decimal.value)
+		.toString()
+		.padStart(decimal.scale + 1, "0");
+
+	const whole = decimal.scale
+		? digits.slice(0, -decimal.scale)
+		: digits;
+
+	let fraction = decimal.scale ? digits.slice(-decimal.scale) : "";
+
+	while (fraction.endsWith("0")) fraction = fraction.slice(0, -1);
+	const suffix = fraction ? `.${fraction}` : "";
+
+	return `${sign}${whole}${suffix}`;
+}
+
+function sumDecimals(decimals: readonly Decimal[]): Decimal {
+	const scale = Math.max(...decimals.map(decimal => decimal.scale));
+
+	const value = decimals.reduce(
+		(sum, decimal) =>
+			sum + decimal.value * RADIX ** BigInt(scale - decimal.scale),
+		0n,
+	);
+
+	return { scale, value };
+}
+
+function sumMoney(amounts: readonly Money[]): Money[] | null {
+	const decimals = new Map<string, Decimal[]>();
+
+	for (const amount of amounts) {
+		try {
+			const values = decimals.get(amount.currency) ?? [];
+			values.push(decimalFromString(amount.value));
+			decimals.set(amount.currency, values);
+		}
+		catch {
+			return null;
+		}
+	}
+
+	return Array.from(decimals, ([currency, values]) => ({
+		currency,
+		value: decimalToString(sumDecimals(values)),
+	}));
+}
+
+export {
+	type Decimal,
+	decimalFromString,
+	decimalToString,
+	sumDecimals,
+	sumMoney,
+};

src/shared/lib/display.test.ts

@@ -3,6 +3,7 @@ import { describe, expect, it } from "vitest";
 import {
 	formatDate,
 	formatMoney,
+	formatSnapshotDay,
 	formatSnapshotTime,
 	instrumentLogoUrl,
 } from "./display";
@@ -22,6 +23,10 @@ describe("shared display helpers", () => {
 		}).format(new Date(instant));
 
 		expect(formatSnapshotTime(instant)).toBe(expected);
+		expect(formatSnapshotDay(instant)).toBe(
+			new Intl.DateTimeFormat("ru-RU", { dateStyle: "short" })
+				.format(new Date(instant)),
+		);
 	});
 	it("formats decimal strings without financial arithmetic", () => {
 		expect(formatMoney({ currency: "RUB", value: "-1234567.89" })).toBe(
@@ -42,6 +47,28 @@ describe("shared display helpers", () => {
 			formatMoney({ currency: "RUB", value: "1.5" }, { withZeroCents: true }),
 		).toBe("1,50 ₽");
 		expect(formatMoney(null)).toBe("—");
+		expect(formatMoney(
+			{ currency: "RUB", value: "136900" },
+			{ withSign: true },
+		)).toBe("+136 900 ₽");
+		expect(formatMoney(
+			{ currency: "RUB", value: "-4200" },
+			{ withSign: true },
+		)).toBe("−4 200 ₽");
+		expect(formatMoney(
+			{ currency: "RUB", value: "-0.00" },
+			{ withSign: true },
+		)).toBe("0,00 ₽");
+	});
+
+	it("rounds to the currency's minor units and drops the sign of a rounded zero", () => {
+		const rounded = { withRoundedCents: true };
+		expect(formatMoney({ currency: "RUB", value: "-0.004" }, rounded)).toBe("0,00 ₽");
+		expect(formatMoney({ currency: "RUB", value: "-0.005" }, rounded)).toBe("-0,01 ₽");
+		expect(formatMoney({ currency: "RUB", value: "999.995" }, rounded)).toBe("1 000,00 ₽");
+		expect(formatMoney({ currency: "JPY", value: "1500.5" }, rounded)).toBe("1 501 JPY");
+		expect(formatMoney({ currency: "KWD", value: "1.2345" }, rounded)).toBe("1,235 KWD");
+		expect(formatMoney({ currency: "ZZZ", value: "1.234" }, rounded)).toBe("1,23 ZZZ");
 	});
 
 	it("builds the brand logo url from an upstream file name", () => {

src/shared/lib/display.ts

@@ -1,10 +1,19 @@
 const DECIMAL_PART_COUNT = 2;
-const CENTS_PRECISION = 2;
+const DEFAULT_MINOR_UNITS = 2;
 
 type FormatMoneyOptions = {
+	withRoundedCents?: boolean;
+	withSign?: boolean;
 	withZeroCents?: boolean;
 };
 
+const portfolioCategoryPresentation = {
+	BOND: { color: "grape.6", label: "portfolio.bonds" },
+	CASH: { color: "green.6", label: "portfolio.structure.cash" },
+	OTHER: { color: "orange.6", label: "portfolio.structure.other" },
+	STOCK: { color: "blue.6", label: "portfolio.stocks" },
+} as const;
+
 type Money = { currency: string; value: string };
 
 const dateFormatter = new Intl.DateTimeFormat("ru-RU", {
@@ -14,6 +23,17 @@ const dateFormatter = new Intl.DateTimeFormat("ru-RU", {
 	year: "numeric",
 });
 
+// ISO 4217 minor units (JPY 0, KWD 3); unknown codes fall back to 2.
+function currencyMinorUnits(currency: string): number {
+	try {
+		return new Intl.NumberFormat("en", { currency, style: "currency" })
+			.resolvedOptions().maximumFractionDigits ?? DEFAULT_MINOR_UNITS;
+	}
+	catch {
+		return DEFAULT_MINOR_UNITS;
+	}
+}
+
 function formatDate(value: string): string {
 	return dateFormatter.format(new Date(value));
 }
@@ -39,17 +59,27 @@ function formatMoney(
 	money: Money
 		| null
 		| undefined,
-	{ withZeroCents = false }: FormatMoneyOptions = {},
+	{
+		withRoundedCents = false,
+		withSign = false,
+		withZeroCents = false,
+	}: FormatMoneyOptions = {},
 ): string {
 	if (!money) return "—";
 
-	const [integerPart = "", fractionPart = ""] = money.value.split(
+	const minorUnits = currencyMinorUnits(money.currency);
+
+	const value = withRoundedCents
+		? roundDecimal(money.value, minorUnits)
+		: money.value;
+
+	const [integerPart = "", fractionPart = ""] = value.split(
 		".",
 		DECIMAL_PART_COUNT,
 	);
 
-	const normalizedFraction = withZeroCents
+	const normalizedFraction = withRoundedCents || withZeroCents
-		? fractionPart.padEnd(CENTS_PRECISION, "0")
+		? fractionPart.padEnd(minorUnits, "0")
 		: fractionPart;
 
 	const decimal = normalizedFraction
@@ -57,8 +87,46 @@ function formatMoney(
 		: integerPart;
 
 	const currency = money.currency === "RUB" ? "₽" : money.currency;
+	const formatted = `${formatDecimal(decimal)} ${currency}`;
 
-	return `${formatDecimal(decimal)} ${currency}`;
+	if (!withSign) return formatted;
+	if (isZeroDecimal(value))
+		return value.startsWith("-") ? formatted.slice(1) : formatted;
+
+	return value.startsWith("-") ? `−${formatted.slice(1)}` : `+${formatted}`;
+}
+
+function isZeroDecimal(value: string) {
+	const unsigned = value.startsWith("-") ? value.slice(1) : value;
+
+	const [integer = "", fraction = ""] = unsigned.split(
+		".",
+		DECIMAL_PART_COUNT,
+	);
+
+	return integer.replaceAll("0", "") === ""
+		&& fraction.replaceAll("0", "") === "";
+}
+
+function roundDecimal(value: string, places: number): string {
+	const [integer = "", fraction = ""] = value.split(".", DECIMAL_PART_COUNT);
+	const digits = integer.startsWith("-") ? integer.slice(1) : integer;
+	const paddedFraction = fraction.padEnd(places + 1, "0");
+	const units = `${digits}${paddedFraction.slice(0, places)}`;
+	const roundingDigit = paddedFraction.at(places) ?? "0";
+
+	const rounded = (roundingDigit >= "5" ? BigInt(units) + 1n : BigInt(units))
+		.toString()
+		.padStart(places + 1, "0");
+
+	// A value rounded to zero has no sign: "-0.004" → "0.00".
+	const sign = integer.startsWith("-") && /[1-9]/.test(rounded) ? "-" : "";
+	const roundedInteger = rounded.slice(0, rounded.length - places);
+	const roundedFraction = rounded.slice(rounded.length - places);
+
+	return roundedFraction
+		? `${sign}${roundedInteger}.${roundedFraction}`
+		: `${sign}${roundedInteger}`;
 }
 
 // Без timeZone Intl берёт часовой пояс браузера пользователя.
@@ -67,6 +135,14 @@ const snapshotFormatter = new Intl.DateTimeFormat("ru-RU", {
 	timeStyle: "short",
 });
 
+const snapshotDayFormatter = new Intl.DateTimeFormat("ru-RU", {
+	dateStyle: "short",
+});
+
+function formatSnapshotDay(value: string): string {
+	return snapshotDayFormatter.format(new Date(value));
+}
+
 function formatSnapshotTime(value: string): string {
 	return snapshotFormatter.format(new Date(value));
 }
@@ -92,6 +168,8 @@ export {
 	formatDate,
 	formatDecimal,
 	formatMoney,
+	formatSnapshotDay,
 	formatSnapshotTime,
 	instrumentLogoUrl,
+	portfolioCategoryPresentation,
 };

src/shared/lib/group-items.test.ts

@@ -0,0 +1,45 @@
+import { describe, expect, it } from "vitest";
+
+import { groupItems } from "./group-items";
+
+describe("groupItems", () => {
+	it("keeps the first key position and source order through interleaving", () => {
+		const a1 = { id: "A1", key: "A" };
+		const b = { id: "B", key: null };
+		const a2 = { id: "A2", key: "A" };
+		const c = { id: "C", key: "C" };
+		const a3 = { id: "A3", key: "A" };
+		const input = [a1, b, a2, c, a3];
+
+		const result = groupItems(input, item => item.key);
+
+		expect(result).toEqual([
+			{ items: [a1, a2, a3], key: "A", type: "group" },
+			{ item: b, type: "single" },
+			{ item: c, type: "single" },
+		]);
+		expect(input.map(item => item.id)).toEqual(["A1", "B", "A2", "C", "A3"]);
+	});
+
+	it("keeps two interleaved groups independent and singleton rows single", () => {
+		const result = groupItems(
+			[
+				{ id: "X1", key: "X" },
+				{ id: "Y1", key: "Y" },
+				{ id: "X2", key: "X" },
+				{ id: "Y2", key: "Y" },
+				{ id: "X3", key: "X" },
+				{ id: "Z1", key: "Z" },
+			],
+			item => item.key,
+		);
+
+		expect(result.map(entry => entry.type === "group"
+			? [entry.key, entry.items.map(item => item.id)]
+			: [null, [entry.item.id]])).toEqual([
+			["X", ["X1", "X2", "X3"]],
+			["Y", ["Y1", "Y2"]],
+			[null, ["Z1"]],
+		]);
+	});
+});

src/shared/lib/group-items.ts

@@ -0,0 +1,47 @@
+type GroupedItem<T>
+	= | { item: T; type: "single" }
+		| { items: [T, T, ...T[]]; key: string; type: "group" };
+
+function groupItems<T>(
+	items: readonly T[],
+	keyOf: (item: T) => null | string,
+): GroupedItem<T>[] {
+	const result: GroupedItem<T>[] = [];
+	const indices = new Map<string, number>();
+
+	for (const item of items) {
+		const key = keyOf(item);
+
+		if (key === null) {
+			result.push({ item, type: "single" });
+			continue;
+		}
+
+		const index = indices.get(key);
+
+		if (index === undefined) {
+			indices.set(key, result.length);
+			result.push({ item, type: "single" });
+			continue;
+		}
+
+		// eslint-disable-next-line security/detect-object-injection -- Map-owned index.
+		const existing = result[index];
+
+		if (existing?.type === "single") {
+			// eslint-disable-next-line security/detect-object-injection -- Map-owned index.
+			result[index] = {
+				items: [existing.item, item],
+				key,
+				type: "group",
+			};
+		}
+		else if (existing) {
+			existing.items.push(item);
+		}
+	}
+
+	return result;
+}
+
+export { groupItems };

src/shared/lib/index.ts

@@ -1,12 +1,23 @@
 export { compareDateDesc, defaultPeriod, isValidPeriod, moscowDate } from "./calendar";
 export { calendarDate } from "./calendar.schema";
+export {
+	type Decimal,
+	decimalFromString,
+	decimalToString,
+	sumDecimals,
+	sumMoney,
+} from "./decimal";
 export {
 	formatChartValue,
 	formatDate,
 	formatDecimal,
 	formatMoney,
+	formatSnapshotDay,
 	formatSnapshotTime,
 	instrumentLogoUrl,
+	portfolioCategoryPresentation,
 } from "./display";
+export { groupItems } from "./group-items";
 export { useInitialAvailability } from "./initial-availability";
+export { totalText } from "./total-text";
 export { useUrlPeriod } from "./useUrlPeriod";

src/shared/lib/total-text.ts

@@ -0,0 +1,13 @@
+import { formatMoney } from "./display";
+
+type Money = { currency: string; value: string };
+
+function totalText(totals: Money[] | null, isSigned: boolean): string {
+	return totals
+		? totals.map(total =>
+				formatMoney(total, { withSign: isSigned || undefined }),
+			).join(", ")
+		: "";
+}
+
+export { totalText };

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

@@ -0,0 +1,41 @@
+.group {
+	overflow: hidden;
+	border-color: var(--wl-color-border);
+	background: var(--wl-color-subtle);
+}
+
+.accounts {
+	padding: 0 var(--mantine-spacing-md) var(--mantine-spacing-sm);
+	list-style: none;
+}
+
+.accountRow {
+	display: flex;
+	gap: var(--mantine-spacing-sm);
+	align-items: center;
+	justify-content: space-between;
+	padding: var(--mantine-spacing-sm) 0;
+	border-top: 1px solid var(--wl-color-border);
+}
+
+.accountValue {
+	flex-shrink: 0;
+	text-align: right;
+	white-space: nowrap;
+}
+
+.accountCardRow {
+	display: flex;
+	gap: var(--mantine-spacing-sm);
+	align-items: center;
+	justify-content: space-between;
+	padding: var(--mantine-spacing-sm) var(--mantine-spacing-md);
+	border-color: var(--wl-color-border);
+	background: var(--wl-color-surface);
+}
+
+@media (max-width: 36em) {
+	.accountRow {
+		align-items: flex-start;
+	}
+}

src/shared/ui/EntryGroup/EntryGroup.tsx

@@ -0,0 +1,96 @@
+import type { FC, PropsWithChildren, ReactNode } from "react";
+
+import { Paper, Stack, Text, VisuallyHidden } from "@mantine/core";
+import { useTranslation } from "react-i18next";
+
+import { formatMoney } from "@/shared/lib";
+
+import classes from "./EntryGroup.module.css";
+
+type AccountRowProps = {
+	accountName: string;
+	value: string;
+	valueLabel: string;
+};
+
+type EntryGroupProps = PropsWithChildren<{
+	header: ReactNode;
+	label: string;
+}>;
+
+type EntryGroupTotalProps = {
+	isSigned?: boolean;
+	totals: null | { currency: string; value: string }[];
+};
+
+const AccountRow: FC<AccountRowProps> = (props) => {
+	const accessibleName = `${props.accountName}, ${props.value}`;
+
+	return (
+		<li aria-label={accessibleName} className={classes.accountRow}>
+			<Text>{props.accountName}</Text>
+
+			<Stack className={classes.accountValue} gap={2}>
+				<Text fw={700}>{props.value}</Text>
+
+				<Text c="dimmed" size="xs">{props.valueLabel}</Text>
+			</Stack>
+		</li>
+	);
+};
+
+const AccountCardRow: FC<AccountRowProps> = props => (
+	<li aria-label={`${props.accountName}, ${props.value}`}>
+		<Paper className={classes.accountCardRow} withBorder>
+			<Text fw={700}>{props.accountName}</Text>
+
+			<Stack className={classes.accountValue} gap={2}>
+				<Text fw={700}>{props.value}</Text>
+
+				<Text c="dimmed" size="xs">{props.valueLabel}</Text>
+			</Stack>
+		</Paper>
+	</li>
+);
+
+const EntryGroup: FC<EntryGroupProps> = props => (
+	<Paper className={classes.group} component="li" withBorder>
+		{props.header}
+
+		<Stack
+			aria-label={props.label}
+			className={classes.accounts}
+			component="ul"
+			gap={0}
+		>
+			{props.children}
+		</Stack>
+	</Paper>
+);
+
+const EntryGroupTotal: FC<EntryGroupTotalProps> = (props) => {
+	const { t } = useTranslation();
+
+	if (!props.totals) {
+		return <VisuallyHidden>{t("entryGroup.totalUnavailable")}</VisuallyHidden>;
+	}
+
+	const isSigned = props.isSigned === true;
+
+	return (
+		<Stack gap={2}>
+			{props.totals.map(total => (
+				<span key={`${total.currency}-${total.value}`}>
+					{formatMoney(total, { withSign: isSigned || undefined })}
+				</span>
+			))}
+		</Stack>
+	);
+};
+
+export {
+	AccountCardRow,
+	AccountRow,
+	EntryGroup,
+	EntryGroupTotal,
+};

src/shared/ui/index.ts

@@ -1,2 +1,8 @@
+export {
+	AccountCardRow,
+	AccountRow,
+	EntryGroup,
+	EntryGroupTotal,
+} from "./EntryGroup/EntryGroup";
 export { PayoutCard } from "./PayoutCard/PayoutCard";
 export { SourceSyncStatus } from "./SourceSyncStatus/SourceSyncStatus";

src/widgets/portfolio-structure/ui/PortfolioStructure.vm.ts

@@ -5,20 +5,13 @@ import { useTranslation } from "react-i18next";
 
 import type { Portfolio } from "@/entities/portfolio";
 
-import { formatMoney } from "@/shared/lib";
+import { formatMoney, portfolioCategoryPresentation } from "@/shared/lib";
 
 const MIN_VISIBLE_SHARE_PERCENT = 0.01;
 
 // A cached snapshot or an older running server can predate this response field.
 type PortfolioStructureProps = { structure?: null | Portfolio["structure"] };
 
-const categoryPresentation = {
-	BOND: { color: "grape.6", label: "portfolio.bonds" },
-	CASH: { color: "green.6", label: "portfolio.structure.cash" },
-	OTHER: { color: "orange.6", label: "portfolio.structure.other" },
-	STOCK: { color: "blue.6", label: "portfolio.stocks" },
-} as const;
-
 const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
 	const { structure } = props;
 	const { t } = useTranslation();
@@ -45,7 +38,7 @@ const usePortfolioStructureVm = (props: PortfolioStructureProps) => {
 		unvalued:
 			structure?.unvaluedCategories.map(category =>
 				t("portfolio.structure.unvaluedCategory", {
-					category: t(categoryPresentation[category.type].label),
+					category: t(portfolioCategoryPresentation[category.type].label),
 					count: category.count,
 				}),
 			) ?? [],
@@ -61,7 +54,7 @@ function portfolioRows(
 	if (!selected) return [];
 
 	return selected.categories.map((category) => {
-		const presentation = categoryPresentation[category.type];
+		const presentation = portfolioCategoryPresentation[category.type];
 
 		const percentage
 			= category.sharePercent === null