@gloom-sh/terminal 0.18.5 → 0.19.1

package/src/cli/commands/themes.ts

@@ -16,14 +16,23 @@ function themeChoicesText(): string {
   return `Themes: ${choices}. gloom config themes lists them with notes.`;
 }
 
+/** `Light themes: paper (Paper), github-light (GitHub Light), ...`, for `light` or `dark` typed as a theme; null for anything else. */
+function appearanceHint(input: string): string | null {
+  const appearance = input.trim().toLowerCase();
+  if (appearance !== "light" && appearance !== "dark") return null;
+  const matching = listThemes().filter((theme) => theme.appearance === appearance).map(({ id, name }) => `${id} (${name})`);
+  return matching.length > 0 ? ` ${appearance === "light" ? "Light" : "Dark"} themes: ${matching.join(", ")}.` : null;
+}
+
 /**
  * The id `input` names, by id or display name in any case. Anything else
- * fails with the closest id when there is one, and every id with its name.
+ * fails with the closest id when there is one, and every id with its name;
+ * `light` or `dark` with the themes of that look.
  */
 export function requireThemeId(input: string): string {
   const lookup = resolveThemeId(input);
   if (lookup.ok) return lookup.id;
-  const hint = lookup.suggestion ? ` Did you mean ${describeThemeId(lookup.suggestion)}?` : "";
+  const hint = appearanceHint(input) ?? (lookup.suggestion ? ` Did you mean ${describeThemeId(lookup.suggestion)}?` : "");
   return fail(`Unknown theme "${input.trim()}".${hint}`, themeChoicesText());
 }
 

package/src/cli/commands/ticker.ts

@@ -3,12 +3,12 @@ import { formatShortDate, parseDisplayDate } from "../../utils/datetime-format";
 import { formatReportedMoney } from "../../utils/reported-money";
 import {
   appTtmRate, computedEnterpriseValueNote, convertedPriceEarningsNote, enterpriseValueLabel, enterpriseValueReconciliationNote, epsConversionNote,
-  fundamentalsCurrency, reportedEnterpriseValue, ttmAtAppRate, ttmConversionNote,
+  fundamentalsCurrency, reportedEnterpriseValue, trailingEpsSourceNote, ttmAtAppRate, ttmConversionNote,
 } from "../../utils/fundamentals";
 import { latestFinancialPeriod } from "../../utils/latest-financial-period";
 import { burnsCash, cashRunway, SHORT_RUNWAY_HISTORY, formatRunwayMonths, offeringNote, offeringsAfter, runwayMethod, type CashRunway, type OfferingFiling, type RunwayEstimate } from "../../utils/cash-runway";
 import { exportedFundamentals, formatPriceEarnings, NOT_MEANINGFUL, priceEarningsOnEarnings } from "../../utils/price-earnings";
-import { describeFundamentalMarketCap, marketCapBasisNote, selectMarketCapitalization, viewMarketCapitalization } from "../../utils/market-capitalization";
+import { describeFundamentalMarketCap, marketCapBasisNote, selectMarketCapitalization, viewMarketCapitalization, withheldMarketCap } from "../../utils/market-capitalization";
 import {
   formatCompact,
   formatCurrency,
@@ -76,14 +76,14 @@ import { isKnownNonUsListing, secFilingItemCodes, US_FUND_FACTS_ONLY } from "../
 import { currentReportItemsLabel, hiddenFilingsNote, loadLatestFilings, type HiddenFilings } from "../../utils/sec-filings";
 import { canonicalExchange, exchangeLabel, isKnownExchangeCode, isUsListingExchange } from "../../utils/exchanges";
 import {
-  failIfNotTraded, failMovedSymbol, ListingArgError, listingChoiceNotes, listingFateLoader, listingIdentity, loadBareVenues,
+  coinListingNotes, failIfNotTraded, failMovedSymbol, ListingArgError, listingChoiceNotes, listingFateLoader, listingIdentity, loadBareVenues,
   resolveCliListing, type CliListing, type ListingDataRequest,
 } from "../listing-arg";
 import { movedAwayChange } from "../../tickers/ticker-changes";
 import { companyMemberships, loadCompanyMemberships, type CompanyMemberships, type ListMembership } from "../issuer-membership";
 import { isNotATickerMessage } from "../not-a-ticker";
 import { sharesOutstandingInReceipts } from "../../utils/depositary-receipt";
-import { depositaryPairText, isReceiptSide, listingDepositaryPair } from "../../market-data/depositary-pair";
+import { cedearRatioText, depositaryPairText, isReceiptSide, listingCedearRatio, listingDepositaryPair } from "../../market-data/depositary-pair";
 import { cliFreshnessFooter } from "../result";
 import { providerMissReason } from "../../sources/provider-errors";
 import { exportEntriesTable, reportFooterLines, type CliReportTables } from "../report-tables";
@@ -92,14 +92,15 @@ import { fundamentalsFreshness, quotesFreshness } from "../freshness";
 import { distributionHistory, forwardDividendBasis, forwardDividendMayHaveLapsed, lapsedDividend, noCurrentDividend, TRAILING_DIVIDEND_BASIS, type DistributionHistory, type DividendLapse } from "../../utils/forward-dividend";
 import { declaredDividends } from "../../utils/declared-dividends";
 import { historyTrailingDividendYield, measuresTrailingYield } from "../../market-data/quotes/live-valuation";
-import { notTheCoinNote } from "./crypto-hints";
 import { loadOfferingFilings, loadStatementFilings, resultsReleaseText, statementPeriodText, type StatementFilingsReport } from "../statement-filings";
 import type { BankFiguresPayload } from "../../api-client/bank-figures";
 import { bankSection } from "../bank-section";
-import type { FundBondFacts } from "../../api-client/fund-facts";
-import { bondFigures, fetchFundBondFacts, NOT_SEC_YIELD } from "../../market-data/bond-funds";
+import type { FundBondFacts, FundFactsPayload } from "../../api-client/fund-facts";
+import { bondFigures, NOT_SEC_YIELD } from "../../market-data/bond-funds";
+import { readFundFacts } from "../../market-data/fund-facts";
 import { taxEquivalentLines, type TaxEquivalentAnalysis } from "../../market-data/tax-equivalent";
 import { isRoundTheClockCoin } from "../../utils/crypto-pair";
+import { ipoDetailNotes, ipoMetricRows, loadTickerIpo, type TickerIpo } from "../../plugins/builtin/ipo-calendar/listing-ipo";
 import { coinNewsFallbackNotice } from "../../sources/gloomberb-cloud/news";
 
 const NEWS_ITEM_LIMIT = 5;
@@ -126,6 +127,8 @@ const METADATA_SEPARATOR = "  ·  ";
 interface TickerCommandDependencies {
   /** `--exchange`: the listing, for a symbol that trades in several places. */
   exchange?: string;
+  /** A stock's IPO of the last year with its lock-up news; a failure leaves the IPO section out. */
+  listingIpo?: (listing: { symbol: string; exchange?: string | null }) => Promise<TickerIpo | null>;
   initMarketData?: () => Promise<MarketContext>;
   fail?: (message: string, details?: string) => never;
   printResult?: CliCommandContext["printResult"];
@@ -667,21 +670,23 @@ function isYieldMetric(label: string): boolean {
 }
 
 /**
- * A US-listed fund's bond facts for the yield lines; null for any other
- * listing, and when they cannot be read, which leaves the yield as it was.
+ * A US-listed fund's facts for the report: the bond figures its yield lines
+ * read, and whether `fn ETF` has figures to point to. Null for any other
+ * listing, and when they cannot be read, which leaves the yield as it was
+ * and points nowhere.
  */
-export async function loadReportBondFacts(
+export async function loadReportFundFacts(
   symbol: string,
   exchange: string | undefined,
   financials: Pick<TickerFinancials, "quote" | "quoteMetadata">,
   tickerFile: TickerRecord | null = null,
-  load: (symbol: string) => Promise<FundBondFacts | null> = fetchFundBondFacts,
-): Promise<FundBondFacts | null> {
+  load: (symbol: string) => Promise<FundFactsPayload> = (ticker) => readFundFacts(ticker),
+): Promise<FundFactsPayload | null> {
   if (resolveTickerInstrumentKind(tickerFile, financials) !== "fund" || (exchange && !isUsListingExchange(exchange))) return null;
   try {
     return await load(symbol);
   } catch (error) {
-    logFailure("cli.commands-ticker", "Read bond fund facts failed")(error);
+    logFailure("cli.commands-ticker", "Read fund facts failed")(error);
     return null;
   }
 }
@@ -712,7 +717,8 @@ function fundamentalsMetrics(
     { label: "P/E (TTM)", ...multipleFigure(priceEarningsOnEarnings(fundamentals?.trailingPE, fundamentals?.eps)) },
     { label: "Forward P/E", ...multipleFigure(priceEarningsOnEarnings(fundamentals?.forwardPE, fundamentals?.forwardEps)) },
     { label: "PEG", ...multipleFigure(fundamentals?.pegRatio) },
-    // The flows and EPS are one trailing-twelve-month block, the same twelve months for each line.
+    // EPS (TTM) is the last four filed quarters' (filed-trailing-eps), so its twelve months can end before those of
+    // the flows below, Gloom Cloud's trailing block; Gloom Cloud's EPS standing in is noted (trailingEpsSourceNote).
     { label: "EPS (TTM)", ...reportedMoney(fundamentals?.eps, fundamentals?.epsCurrency?.trim() || reportingCurrency, true, codes) },
     {
       label: dividendYieldLabel(fundamentals?.dividendYieldBasis, bond),
@@ -797,6 +803,7 @@ function fundamentalsNotes(
     : undefined;
   const conversion = [...TRAILING_MONEY_METRICS].some(shown) ? ttmConversionNote(fundamentals) : undefined;
   const eps = shown("EPS (TTM)") ? epsConversionNote(fundamentals) : undefined;
+  const epsSource = trailingEpsSourceNote(fundamentals, { eps: shown("EPS (TTM)"), pe: shown("P/E (TTM)") });
   const priceEarnings = metrics.some((metric) => metric.label === "P/E (TTM)" && typeof metric.value === "number")
     ? convertedPriceEarningsNote(fundamentals, quoteCurrency)
     : undefined;
@@ -804,7 +811,9 @@ function fundamentalsNotes(
   const enterpriseValue = shown("Enterprise Value")
     ? enterpriseValueReconciliationNote(fundamentals) ?? computedEnterpriseValueNote(fundamentals)
     : undefined;
-  return [shareBasis, enterpriseValue, conversion, eps, priceEarnings].filter((note): note is string => !!note);
+  // A cap Gloom Cloud withheld says why, as RV and EQS do.
+  const withheld = withheldMarketCap(fundamentals)?.note;
+  return [withheld, shareBasis, enterpriseValue, conversion, eps, epsSource, priceEarnings].filter((note): note is string => !!note);
 }
 
 // The share count is the market cap's basis: the cap is the count times the price, or a note says why not.
@@ -814,8 +823,10 @@ type FundamentalsReportData = TickerFinancials & {
   symbol: string;
   exchange?: string;
   distributions?: DividendDistributions | null;
-  /** A bond fund's SEC yield, yield to worst and duration (loadReportBondFacts). */
+  /** A bond fund's SEC yield, yield to worst and duration (loadReportFundFacts). */
   bondFund?: FundBondFacts | null;
+  /** A US-listed fund's facts (loadReportFundFacts): the note points to `fn ETF` only when they cover it. */
+  fundFacts?: FundFactsPayload | null;
   /** `fundamentals --tax-rate`: the tax-equivalent yield and muni/Treasury ratio. */
   taxEquivalent?: TaxEquivalentAnalysis | null;
   /** The filings behind the latest statements, and a newer quarter's results release. */
@@ -839,20 +850,25 @@ function statementFilingsNotes(report: StatementFilingsReport | null | undefined
 }
 
 /**
- * Where a fund's facts are: for a US listing, the ETF function (fee, NAV,
- * premium, net assets); a fund listed elsewhere has none yet. Only for a
- * fund: a stock's report says nothing of it.
+ * Where a fund's facts are: for a US listing, the ETF function, naming the
+ * figures it has (fee, NAV, premium, net assets), and only when it has some:
+ * a fund it has none for, or whose facts could not be read, gets no pointer
+ * to a pane that would only say why. A fund listed elsewhere has none yet.
+ * Only for a fund: a stock's report says nothing of it.
  */
 function fundFactsNote(
   symbol: string,
   exchange: string | undefined,
   financials: Pick<TickerFinancials, "quote" | "quoteMetadata">,
   tickerFile: TickerRecord | null = null,
+  facts: FundFactsPayload | null = null,
 ): string | null {
   if (resolveTickerInstrumentKind(tickerFile, financials) !== "fund") return null;
-  return !exchange || isUsListingExchange(exchange)
-    ? `Fund facts (fee, NAV, premium, net assets): fn ETF ${symbol}.`
-    : US_FUND_FACTS_ONLY;
+  if (exchange && !isUsListingExchange(exchange)) return US_FUND_FACTS_ONLY;
+  if (!facts?.covered) return null;
+  const figures = [facts.expenseRatio && "fee", facts.nav && "NAV", facts.premiumDiscount && "premium", facts.netAssets && "net assets"]
+    .filter((figure): figure is string => !!figure);
+  return `Fund facts${figures.length ? ` (${figures.join(", ")})` : ""}: fn ETF ${symbol}.`;
 }
 
 /**
@@ -947,7 +963,7 @@ export function renderFundamentalsReport(
   const before = lines.length;
   const metrics = fundamentalsReportMetrics(financials, view);
   appendMetricSection(lines, view === "valuation" ? "Valuation" : "Fundamentals", metricLines(metrics));
-  const fund = fundFactsNote(symbol, financials.exchange || quote?.exchangeName, financials);
+  const fund = fundFactsNote(symbol, financials.exchange || quote?.exchangeName, financials, null, financials.fundFacts);
   if (lines.length === before) lines.push("", cliStyles.muted([`No ${view} reported for ${financials.symbol}.`, fund].filter(Boolean).join(" ")));
   else if (fund) lines.push(cliStyles.muted(fund));
   for (const note of fundamentalsNotes(atRegularSessionPrice(financials), metrics, quote?.currency)) lines.push(cliStyles.muted(note));
@@ -987,7 +1003,8 @@ export function fundamentalsReportTables(
   freshness: ReportFreshness,
 ): CliReportTables {
   const metrics = fundamentalsReportMetrics(financials, view);
-  const fund = fundFactsNote(financials.quote?.symbol ?? financials.symbol, financials.exchange || financials.quote?.exchangeName, financials);
+  const fund = fundFactsNote(financials.quote?.symbol ?? financials.symbol, financials.exchange || financials.quote?.exchangeName, financials, null,
+    financials.fundFacts);
   const tables = [exportEntriesTable(
     view === "valuation" ? "Valuation" : "Fundamentals",
     metrics.map((metric) => ({ label: metric.label, value: metric.value, formatted: metric.text, unit: metric.unit })),
@@ -1064,18 +1081,24 @@ export async function buildTickerReport({
   distributions = null,
   statementFilings = null,
   bondFund = null,
+  fundFacts = null,
   memberships,
   offerings = [],
+  ipo = null,
 }: {
   symbol: string;
+  /** A stock's IPO of the last year, with its lock-up estimate and news (loadTickerIpo). */
+  ipo?: TickerIpo | null;
   /** The lists holding the company, by any of its listings (loadCompanyMemberships); the saved listing's own lists when absent. */
   memberships?: CompanyMemberships;
   /** The filings behind the latest statements, and a newer quarter's results release. */
   statementFilings?: StatementFilingsReport | null;
   /** The company's latest offering prospectuses (424B5, 424B4); those after the latest balance sheet get a note. */
   offerings?: readonly OfferingFiling[];
-  /** A bond fund's SEC yield, yield to worst and duration (loadReportBondFacts). */
+  /** A bond fund's SEC yield, yield to worst and duration (loadReportFundFacts). */
   bondFund?: FundBondFacts | null;
+  /** A US-listed fund's facts (loadReportFundFacts): the report points to `fn ETF` only when they cover it. */
+  fundFacts?: FundFactsPayload | null;
   /** The distributions a dividend yield is read with (loadDividendDistributions). */
   distributions?: DividendDistributions | null;
   /** The exchange the command named, as a canonical code. */
@@ -1091,7 +1114,7 @@ export async function buildTickerReport({
   notes?: string;
   /** Why there is no quote, when a source said; "Quote unavailable." otherwise. */
   quoteNote?: string;
-  /** "CAR = Avis Budget Group, NASDAQ (also XETRA, ASX)", for a bare symbol several companies list. */
+  /** "CAR = Avis Budget Group, NASDAQ (different companies on XETRA, ASX)", for a bare symbol several companies list. */
   listingNote?: string;
   recentNews?: NewsArticle[];
   recentSecFilings?: SecFilingItem[];
@@ -1148,6 +1171,9 @@ export async function buildTickerReport({
   if (depositaryPair) {
     lines.push(cliStyles.muted(`ADR ratio ${depositaryPairText(depositaryPair, isReceiptSide(financials))}. Implied FX and premium: gloom fn ADR ${quote?.symbol ?? symbol}`));
   }
+  // A CEDEAR states its ratio in its company's shares, as a receipt does.
+  const cedearRatio = listingCedearRatio(financials);
+  if (cedearRatio) lines.push(cliStyles.muted(`CEDEAR ratio ${cedearRatioText(cedearRatio)}.`));
 
   // A list that holds the company as another of its listings says which: "Watchlists R (as RCI.B:TSX)".
   const lists = memberships ?? companyMemberships(config, tickerFile, [], null);
@@ -1233,7 +1259,15 @@ export async function buildTickerReport({
     ]);
   }
 
-  const metrics = fundamentalsMetrics(quote, priced.fundamentals, profile, { text: marketCapText }, priceReturns, fundamentalsCurrency(financials),
+  // A stock that listed in the last year: its IPO, the move since, and when its lock-up is estimated to end.
+  if (ipo) {
+    appendMetricSection(lines, "IPO", ipoMetricRows(ipo.deal, quote ? getRegularSessionDisplay(quote)?.price : null));
+    for (const note of ipoDetailNotes(ipo.deal, ipo.news)) lines.push(cliStyles.muted(note));
+  }
+
+  // A listing of the last year may have no statements yet: its IPO says how recent it is.
+  const listing = { listedSince: ipo ? ipo.deal.listingDate ?? ipo.deal.firstDay?.session ?? null : null };
+  const metrics = fundamentalsMetrics(quote, priced.fundamentals, profile, { text: marketCapText }, priceReturns, fundamentalsCurrency(financials, listing),
     { text: enterpriseValueText }, distributions, bondFund, codes);
   const reportedCurrency = financials.financialCurrency?.trim();
   const statements = [...financials.annualStatements, ...financials.quarterlyStatements];
@@ -1254,7 +1288,8 @@ export async function buildTickerReport({
   if (lines.length > beforeFundamentals) for (const note of conversionNotes(toBase, convertedCurrencies, rates)) lines.push(cliStyles.muted(note));
   // Where a fund's facts would go: under its fundamentals, or in their place.
   const fund = fundFactsNote(quote?.symbol ?? symbol,
-    quote?.tradingExchangeName || listingExchange || quote?.listingExchangeName || quote?.exchangeName || tickerFile?.metadata.exchange, financials, tickerFile);
+    quote?.tradingExchangeName || listingExchange || quote?.listingExchangeName || quote?.exchangeName || tickerFile?.metadata.exchange, financials, tickerFile,
+    fundFacts);
   if (fund) lines.push(...lines.length === beforeFundamentals ? [""] : [], cliStyles.muted(fund));
 
   if (capitalization?.provenance.kind === "fundamentals") {
@@ -1331,9 +1366,11 @@ function buildTickerStructuredData({
   bondFund = null,
   memberships,
   offerings = [],
+  ipo = null,
 }: {
   symbol: string;
   listing: CliListing;
+  ipo?: TickerIpo | null;
   memberships: CompanyMemberships;
   statementFilings: StatementFilingsReport | null;
   offerings?: readonly OfferingFiling[];
@@ -1416,6 +1453,8 @@ function buildTickerStructuredData({
     // and the offering prospectuses filed since that the cash does not include.
     cashRunway: runway,
     offeringsAfterBalanceSheet: runway ? offeringsAfter(offerings, runway.periodEnd) : [],
+    // A stock that listed in the last year: its IPO deal (offer price, first day, lock-up estimate) and lock-up news.
+    ...ipo ? { ipo: { ...ipo.deal, lockupNews: ipo.news } } : {},
     // The form and filed date of the latest periods' filings, and a newer quarter's results released before its statements.
     statementFilings,
     notes,
@@ -1444,6 +1483,8 @@ function buildTickerStructuredData({
 }
 
 function depositaryPairJson(financials: TickerFinancials) {
+  const cedear = listingCedearRatio(financials);
+  if (cedear) return { cedearRatio: { ...cedear, text: cedearRatioText(cedear) } };
   const pair = listingDepositaryPair(financials);
   if (!pair) return {};
   const receipt = isReceiptSide(financials);
@@ -1535,10 +1576,11 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     // The yield's distributions, read beside the rest when a trailing yield, a forward basis or its lapse needs them; they never fail the report.
     const distributions = loadDividendDistributions(dataProvider, { symbol: requestSymbol, exchange }, resolvedFinancials,
       { declared: !dependencies.printResult });
-    // A bond fund's SEC yield, yield to worst and duration, beside its distribution yield.
-    const bondFund = loadReportBondFacts(requestSymbol,
+    // A fund's facts: its bond figures beside its distribution yield, and whether fn ETF has any to point to.
+    const fundFacts = loadReportFundFacts(requestSymbol,
       quote?.tradingExchangeName || exchange || quote?.listingExchangeName || quote?.exchangeName || tickerFile?.metadata.exchange,
       resolvedFinancials, tickerFile);
+    const bondFund = fundFacts.then((facts) => facts?.bond ?? null);
     const statementFilings = loadStatementFilings(statementSources, { symbol: requestSymbol, exchange }, {
       quarter: latestFinancialPeriod(resolvedFinancials.quarterlyStatements, (row) => row.date),
       annual: latestFinancialPeriod(resolvedFinancials.annualStatements, (row) => row.date),
@@ -1554,6 +1596,11 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     });
     // An offering since the latest balance sheet, read only when the report has a runway to flag.
     const offerings = loadOfferingFilings(statementSources, { symbol: requestSymbol, exchange }, cashRunway(resolvedFinancials) != null);
+    // A stock's IPO of the last year, read beside the rest; it never fails the report.
+    const ipoLoad = quote && resolveTickerInstrumentKind(tickerFile, resolvedFinancials) === "equity"
+      ? (dependencies.listingIpo ?? loadTickerIpo)({ symbol: requestSymbol, exchange: exchange || quote.listingExchangeName || quote.exchangeName })
+        .catch(logFailure("cli.commands-ticker", "Read a listing's IPO failed", null))
+      : Promise.resolve(null);
     const [notesResult, newsResult, secFilingsResult] = await Promise.allSettled([
       notesFiles.load(tickerFile?.metadata.ticker ?? normalized),
       dataProvider.getNews({
@@ -1589,17 +1636,18 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     // The quote is the feed in this report; without one, the fundamentals date it.
     const freshness = quote ? quotesFreshness([quote]) : fundamentalsFreshness(resolvedFinancials);
     const quoteNote = quote ? undefined : await quoteUnavailableNote(dataProvider, requestSymbol, exchange);
-    const [choiceNote] = await listingChoiceNotes(listing, { store, dataProvider }, quote, venues);
-    // A bare coin ticker read as a fund says where the coin is, as `quote` does; a named listing was meant.
-    const coinNote = listing.exchange ? null
-      : notTheCoinNote(listing.symbol, quote ?? (tickerFile ? { name: tickerFile.metadata.name, instrumentType: tickerFile.metadata.assetCategory } : null));
-    const listingNote = [choiceNote, coinNote].filter((note): note is string => !!note).join("\n") || undefined;
+    // A bare coin ticker read as another listing says where the coin is, as `quote` does: from the quote, else from the saved listing.
+    const choiceNotes = [
+      ...await listingChoiceNotes(listing, { store, dataProvider }, quote, venues),
+      ...quote || !tickerFile ? [] : coinListingNotes(listing, { name: tickerFile.metadata.name, instrumentType: tickerFile.metadata.assetCategory }),
+    ];
+    const listingNote = choiceNotes.join("\n") || undefined;
     const memberships = await membershipsLoad;
     // A converted TTM block at the rate the rest of the report converts at, the one `fx` reports.
     const shownFinancials = await atReportTtmRate(resolvedFinancials, toBase);
     if (dependencies.printResult) {
       const newsNote = recentNews[0]?.searchedFor ? coinNewsFallbackNotice(requestSymbol, recentNews[0].searchedFor) : null;
-      const warnings = [choiceNote, coinNote, quoteNote, newsNote].filter((note): note is string => !!note);
+      const warnings = [...choiceNotes, quoteNote, newsNote].filter((note): note is string => !!note);
       dependencies.printResult({
         freshness,
         warnings: warnings.length > 0 ? warnings : undefined,
@@ -1620,6 +1668,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
           bondFund: await bondFund,
           memberships,
           offerings: await offerings,
+          ipo: await ipoLoad,
         }),
       });
       return;
@@ -1643,8 +1692,10 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
         distributions: await distributions,
         statementFilings: await statementFilings,
         bondFund: await bondFund,
+        fundFacts: await fundFacts,
         memberships,
         offerings: await offerings,
+        ipo: await ipoLoad,
     }));
     if (freshness) console.log(`\n${cliFreshnessFooter(freshness, quote ?? resolvedFinancials)}`);
   });

package/src/cli/company-name-hint.ts

@@ -0,0 +1,41 @@
+import type { CliListing } from "./listing-arg";
+import { companyNameSuggestion, isUnsettledNoProvider, type ListingDeps } from "./listing-arg";
+import { describeSuggestion } from "./listing-suggestion";
+import { isNotATickerMessage, withListingSuggestion } from "./not-a-ticker";
+
+type SearchDeps = Pick<ListingDeps, "dataProvider">;
+
+/**
+ * "Not a ticker: PALANTIR TECHNOLOGIES. Did you mean PLTR (Palantir
+ * Technologies Inc.)?" for words typed where one ticker goes, with the
+ * company search names for them. Without one the sentence ends at the
+ * symbol, and the error printer adds the search to try.
+ */
+export async function notATickerWords(typed: string, deps: SearchDeps): Promise<string> {
+  const symbol = typed.trim().replace(/^\$/, "").toUpperCase();
+  const message = `Not a ticker: ${symbol}.`;
+  const suggestion = await companyNameSuggestion(typed, deps);
+  return suggestion ? withListingSuggestion(message, describeSuggestion(suggestion)) : message;
+}
+
+/**
+ * Why a command stops on a listing whose own quote failed with `error`, when
+ * the word typed for it is no ticker, or null when it is not known to be: the
+ * source's "Not a ticker: PALANTIR.", and a word a source could not answer for
+ * (a timeout, a rate limit) that search resolves to a company all the same, as
+ * `quote` says it of a name. Both name the company beside it. A real ticker a
+ * source failed to quote is not stopped here: it is not a company's name.
+ */
+export async function notATickerStop(
+  error: unknown,
+  listing: Pick<CliListing, "symbol" | "exchange" | "typed">,
+  deps: SearchDeps,
+): Promise<string | null> {
+  const message = error instanceof Error ? error.message : null;
+  const notATicker = isNotATickerMessage(message);
+  if (!notATicker && !isUnsettledNoProvider(error)) return null;
+  if (listing.exchange || !listing.typed) return notATicker ? message : null;
+  const suggestion = await companyNameSuggestion(listing.typed, deps);
+  if (!suggestion) return notATicker ? message : null;
+  return withListingSuggestion(notATicker ? message! : `Not a ticker: ${listing.symbol}.`, describeSuggestion(suggestion));
+}

package/src/cli/earnings-calendar.ts

@@ -43,7 +43,7 @@ export async function noListingCalendarNote(
 }
 
 /**
- * "SAN = Banco Santander, NYSE (also EPA, LSE)" for a bare symbol whose
+ * "SAN = Banco Santander, NYSE (different companies on EPA, LSE)" for a bare symbol whose
  * calendar date is its US line's, when several companies list the symbol:
  * the event names the company the date is for.
  */

package/src/cli/errors.ts

@@ -10,8 +10,10 @@ import { DATA_SERVICE_UNREACHABLE_MESSAGE, isNetworkFailure } from "../utils/net
 const USAGE_PREFIX = "Usage: ";
 /** The code of every error a command fails with: bad input, nothing found, an option it does not take. */
 export const CLI_ERROR_CODE = "cli_error";
+/** The code of a command that ran, and the data service has nothing for what it asked. */
+export const NO_DATA_CODE = "no_data";
 /** The code of a command whose requests never reached the data service. */
-export const SERVICE_UNREACHABLE_CODE = "service_unreachable";
+const SERVICE_UNREACHABLE_CODE = "service_unreachable";
 
 /** What to check when nothing answered: the connection, and the proxy when one is set. */
 function unreachableHint(): string {
@@ -61,11 +63,32 @@ export function failWithFields(message: string, code: string, fields: Record<str
   throw new CliFailure(message, undefined, code, undefined, fields);
 }
 
+/** Fails as `error` says: its code, message, details and whether to retry, and any field it carries beside them. */
+export function failWithError(error: CliErrorObject): never {
+  const { code, message, details, retryable, ...fields } = error;
+  throw new CliFailure(message, details, code, retryable, Object.keys(fields).length > 0 ? fields : undefined);
+}
+
 /** Fails with what asking again shortly may get past (a busy service): `--json` marks it `retryable`. */
 export function failRetryable(message: string, code: string): never {
   throw new CliFailure(message, undefined, code, true);
 }
 
+/**
+ * What a command says when its requests never reached the data service:
+ * `message` names what it could not get (by default only that), and the
+ * details what to check. `--json` marks it retryable.
+ */
+export function unreachableError(message = DATA_SERVICE_UNREACHABLE_MESSAGE): CliErrorObject {
+  return { code: SERVICE_UNREACHABLE_CODE, message, details: unreachableHint(), retryable: true };
+}
+
+/** Fails as a command whose requests never reached the data service (`unreachableError`). */
+export function failUnreachable(message?: string): never {
+  const error = unreachableError(message);
+  throw new CliFailure(error.message, error.details, error.code, error.retryable);
+}
+
 export function closeAndFail(persistence: AppPersistence, message: string, details?: string): never {
   persistence.close();
   fail(message, details);
@@ -96,7 +119,7 @@ function cliErrorObject(error: unknown): CliErrorObject {
   }
   // No answer came back at all: in Gloom's words, whichever fetch failed (Bun's "Unable to connect", a refused proxy).
   if (isNetworkFailure(error)) {
-    return { code: SERVICE_UNREACHABLE_CODE, message: DATA_SERVICE_UNREACHABLE_MESSAGE, details: unreachableHint(), retryable: true };
+    return unreachableError();
   }
   // Gloom Cloud refused what was asked (an unknown series, a bad date): the input was wrong, not the program.
   if (error instanceof ApiRequestError && error.status === 400) {

package/src/cli/glossary.ts

@@ -437,6 +437,12 @@ export const GLOSSARY: readonly GlossaryEntry[] = [
     definition: "How many ordinary shares one depositary receipt holds: 1 ADR = 10 ordinary shares means one GGAL in New York is ten GGAL.BA shares in Buenos Aires. "
       + "A receipt's price compares with its home price only once the home price is multiplied by the ratio.",
   },
+  {
+    term: "CEDEAR ratio", aliases: ["cedear", "cedears", "certificado de deposito argentino"],
+    functions: ["DES"], shown: ["CEDEAR ratio", "CEDEAR Ratio"],
+    definition: "How many Buenos Aires CEDEARs make the company's shares they stand for, from BYMA's published list: 20 AAPL:BYMA = 1 Apple Inc. share. "
+      + "A CEDEAR's market cap is its company's, in the currency of the listing it stands for (Apple's in dollars), not the certificate's peso price times a share count.",
+  },
   {
     term: "ADR premium", aliases: ["adr discount", "adr vs home", "receipt premium", "adr premium/discount"],
     functions: ["ADR"], shown: ["ADR vs home", "premium", "discount"],
@@ -714,7 +720,30 @@ export const GLOSSARY: readonly GlossaryEntry[] = [
   },
   {
     term: "Other reportables", aliases: ["other reportable", "other reportable traders"], functions: ["COT"], shown: ["Other Reportables"],
-    definition: "The disaggregated report's large traders that fit none of its other classes, such as proprietary traders and family offices.",
+    definition: "The disaggregated and TFF reports' large traders that fit none of their other classes, such as proprietary traders and family offices.",
+  },
+  // The Traders in Financial Futures report's classes, and the options it can count.
+  {
+    term: "Traders in Financial Futures", short: "TFF", aliases: ["tff report", "financial futures report", "financial traders report"], functions: ["COT"], shown: ["Financial (TFF)"],
+    definition: "The CFTC's report on financial futures, such as rates, currencies, stock indexes and VIX. "
+      + "It splits large traders into dealers, asset managers, leveraged funds and other reportables.",
+  },
+  {
+    term: "Leveraged funds", aliases: ["leveraged fund", "leveraged money", "lev funds"], functions: ["COT"], shown: ["Leveraged Funds"],
+    definition: "The TFF report's hedge funds, CTAs and other money managers trading for clients or with borrowed money: the speculators most watched in rates, currencies and indexes.",
+  },
+  {
+    term: "Asset manager/institutional", aliases: ["asset manager", "asset managers", "institutional", "real money"], functions: ["COT"], shown: ["Asset Manager/Institutional"],
+    definition: "The TFF report's pension funds, insurers, mutual funds and endowments, investing for the long run; usually net long stock index futures.",
+  },
+  {
+    term: "Dealer/intermediary", aliases: ["dealer intermediary", "intermediary", "intermediaries"], functions: ["COT"], shown: ["Dealer/Intermediary"],
+    definition: "The TFF report's banks and dealers on the sell side, taking the other side of their clients' trades and hedging it.",
+  },
+  {
+    term: "Futures and options combined", aliases: ["futures + options", "futures and options", "combined report", "combined positions"], functions: ["COT"], shown: ["Futures + options"],
+    definition: "A COT report that adds each group's options to its futures, delta-adjusted: an option counts as the futures it moves like. "
+      + "Futures only, the default, counts futures alone.",
   },
   // Futures basis and curve shape (CTM, FUT, PERP).
   {
@@ -800,7 +829,7 @@ export const GLOSSARY: readonly GlossaryEntry[] = [
     term: "Risk reversal", short: "RR", aliases: ["25d risk reversal", "25-delta risk reversal", "25 delta risk reversal", "rr25", "risk reversals"],
     functions: ["OVDV"], shown: ["RR"],
     definition: "The 25-delta call's implied volatility minus the 25-delta put's, in vol points, for one expiry. Negative means puts cost more than calls "
-      + "as far from the forward (downside protection is bid), positive that upside calls are. OVDV signs it call minus put.",
+      + "as far from the forward (downside protection is bid), positive that upside calls are. OVDV, VCA and HIVG's rr25d all sign it call minus put.",
   },
   {
     term: "Butterfly", short: "BF", aliases: ["25d butterfly", "25-delta butterfly", "25 delta butterfly", "bf25", "smile curvature", "fly"],