diff --git a/web/src/components/layout/AppShell.dom.test.tsx b/web/src/components/layout/AppShell.dom.test.tsx
index e02b77d..54e24c2 100644
--- a/web/src/components/layout/AppShell.dom.test.tsx
+++ b/web/src/components/layout/AppShell.dom.test.tsx
@@ -53,6 +53,16 @@ vi.mock('../../views/SettingsView', () => ({
 }));
 
 describe('AppShell routing fallback', () => {
+  it('renders the plans view directly on the canonical /plans route', async () => {
+    render(
+      <MemoryRouter initialEntries={['/plans']}>
+        <AppShell />
+      </MemoryRouter>,
+    );
+
+    expect(await screen.findByText('Simple view')).toBeInTheDocument();
+  });
+
   it('keeps /simple as a redirect alias to the plans view', async () => {
     render(
       <MemoryRouter initialEntries={['/simple?setupId=setup-1']}>
diff --git a/web/src/views/PortfolioView.dom.test.tsx b/web/src/views/PortfolioView.dom.test.tsx
new file mode 100644
index 0000000..67a94f5
--- /dev/null
+++ b/web/src/views/PortfolioView.dom.test.tsx
@@ -0,0 +1,84 @@
+// @vitest-environment jsdom
+import { render, screen } from '@testing-library/react';
+import userEvent from '@testing-library/user-event';
+import { MemoryRouter } from 'react-router-dom';
+import { describe, expect, it, vi } from 'vitest';
+import { PortfolioView } from './PortfolioView';
+
+const navigateMock = vi.fn();
+
+vi.mock('react-router-dom', async () => {
+  const actual = await vi.importActual<typeof import('react-router-dom')>('react-router-dom');
+  return {
+    ...actual,
+    useNavigate: () => navigateMock,
+  };
+});
+
+vi.mock('../context/AppContext', () => ({
+  useAppContext: () => ({
+    botState: {
+      symbols: {},
+      alerts: [],
+      positions: [],
+      orders: [],
+      history: [],
+      settings: {
+        executionMode: 'Paper',
+        riskPerTrade: 0.01,
+        totalCapital: 1000,
+        maxOpenTrades: 3,
+        isAlgoEnabled: true,
+        enabledRules: [],
+      },
+      uptime: 1000,
+    },
+  }),
+}));
+
+vi.mock('../tabs/PositionsTab', () => ({
+  PositionsTab: ({ onManageHolding }: any) => (
+    <div>
+      <button
+        type="button"
+        onClick={() => onManageHolding?.({
+          symbol: 'AAPL',
+          tradeId: 'TRD-AAPL',
+          planEntryId: 'setup-aapl',
+        }, 'open-plan')}
+      >
+        open linked plan
+      </button>
+      <button
+        type="button"
+        onClick={() => onManageHolding?.({
+          symbol: 'MSFT',
+          tradeId: 'TRD-MSFT',
+        }, 'create-exit-plan')}
+      >
+        create exit plan
+      </button>
+    </div>
+  ),
+}));
+
+vi.mock('../tabs/HistoryTab', () => ({
+  HistoryTab: () => <div>History tab</div>,
+}));
+
+describe('PortfolioView navigation', () => {
+  it('navigates to the canonical plans route for exact plan drill-in and new exit plans', async () => {
+    const user = userEvent.setup();
+    render(
+      <MemoryRouter>
+        <PortfolioView />
+      </MemoryRouter>,
+    );
+
+    await user.click(screen.getByRole('button', { name: 'open linked plan' }));
+    expect(navigateMock).toHaveBeenCalledWith('/plans?setupId=setup-aapl');
+
+    await user.click(screen.getByRole('button', { name: 'create exit plan' }));
+    expect(navigateMock).toHaveBeenCalledWith('/plans?mode=sell&symbol=MSFT&tradeId=TRD-MSFT');
+  });
+});