gloomberb 0.15.0 → 0.15.2

package/src/plugins/builtin/analytics/portfolio-identity.test.tsx

@@ -147,9 +147,9 @@ test("actual analytics account switching changes quote, sector denominator and h
   await act(async () => { setup!.mockInput.pressArrow("right"); await setup!.renderOnce(); }); await settleFrame(setup!, 20);
   expect(latestState.paneState[paneId]?.portfolioId).toBe("b");
   const frame = setup!.captureCharFrame();
-  expect(frame).toContain("Val           4k");
-  expect(frame).toContain("P&L           +800");
-  expect(frame).toContain("Technology                50.0%         2k");
+  expect(frame).toContain("Val           4.0k");
+  expect(frame).toContain("P&L           +800.00");
+  expect(frame).toContain("Technology                50.0%       2.0k");
   expect(frame).not.toContain("Weights unavailable");
   const requested = readChart.mock.calls.filter(([request]) => request.instrument.symbol === "ACME").map(([request]) => request.instrument.instrument?.conId);
   expect(requested).toContain(101); expect(requested).toContain(202);
@@ -163,7 +163,7 @@ for (const portfolioId of ["a", "b"]) test(`actual analytics ${portfolioId} reje
   await act(async () => f.coordinator.primeCachedFinancials([{ instrument: instrumentFromTicker(ticker, "ACME", { portfolioId })!, financials: financials("ACME", 300) }]));
   await settleFrame(setup!, 20);
   expect(setup!.captureCharFrame()).toContain("60.0%");
-  expect(setup!.captureCharFrame()).toContain("Val           5k");
+  expect(setup!.captureCharFrame()).toContain("Val           5.0k");
 });
 
 test("actual shared-portfolio preview uses its selected quote and history contracts", async () => {
@@ -195,7 +195,7 @@ test("unresolved selected contract skips market requests, keeps its own mark and
   restore.push(() => quotes.mockRestore(), () => charts.mockRestore());
   await render(f, "b", new Map([["ACME", financials("ACME", 999)]]));
   const frame = setup!.captureCharFrame();
-  expect(frame).toContain("Technology                50.0%         2k");
+  expect(frame).toContain("Technology                50.0%       2.0k");
   expect(frame).toContain("Broker contract unavailable for ACME");
   expect(quotes.mock.calls.filter(([request]) => request.symbol === "ACME")).toEqual([]);
   expect(charts.mock.calls.filter(([request]) => request.instrument.symbol === "ACME")).toEqual([]);
@@ -249,7 +249,7 @@ test("actual PF rejects another account's symbol-only quote on a scoped cache mi
   const f = fixture(false, "b");
   await render(f, "b", new Map([["ACME", financials("ACME", 999)]]), false, "portfolio-list");
   const frame = setup!.captureCharFrame();
-  expect(frame).toContain("2k"); expect(frame).toContain("50.00%"); expect(frame).not.toContain("9.99k");
+  expect(frame).toContain("2.0k"); expect(frame).toContain("50.00%"); expect(frame).not.toContain("10.0k");
 });
 
 test("actual Kelly uses scoped bankroll, current holding and price without research quote overriding them", async () => {

package/src/plugins/builtin/analytics/risk-client.ts

@@ -57,7 +57,7 @@ const sessionError = (error: unknown) =>
 export const portfolioRiskCache = createPluginCache<RiskMarketSnapshot>({
   kind: "portfolio-risk",
   source: "gloom-cloud",
-  schemaVersion: 1,
+  schemaVersion: 2,
   policy: { staleMs: 2 * 60_000, expireMs: 24 * 60 * 60_000 },
 });
 type RiskCloudClient = Pick<
@@ -288,8 +288,9 @@ export async function fetchPortfolioRiskMarket(
   const start = new Date(now);
   start.setUTCMonth(start.getUTCMonth() - 18);
   start.setUTCDate(1);
+  const today = now.toISOString().slice(0, 10);
   const startDate = start.toISOString().slice(0, 10),
-    endDate = new Date(Date.parse(now.toISOString().slice(0, 10)) - 86_400_000)
+    endDate = new Date(Date.parse(today) - 86_400_000)
       .toISOString()
       .slice(0, 10);
   const histories: RiskMarketHistory[] = new Array(unique.length);
@@ -307,7 +308,9 @@ export async function fetchPortfolioRiskMarket(
             {
               interval: "1day",
               startDate,
-              endDate,
+              // validateRiskHistory drops today's bar; ending on yesterday
+              // loses yesterday's close for most listings.
+              endDate: today,
               outputsize: 1000,
               rangeKey: "2Y",
             },
@@ -364,11 +367,6 @@ export async function fetchPortfolioRiskMarket(
       );
     }
   }
-  const closeMarked = histories.filter((row) => row?.closeMark).length;
-  if (closeMarked)
-    warnings.push(
-      `${closeMarked} instrument${closeMarked === 1 ? "" : "s"} had no current quote; holdings are weighted at the latest completed close.`,
-    );
   return {
     histories,
     yields: fred[0]!.status === "fulfilled" ? fred[0]!.value : null,

package/src/plugins/builtin/analytics/risk-model.test.ts

@@ -29,13 +29,16 @@ function holding(symbol: string, quantity = 1): TickerRecord {
     },
   };
 }
-function market(): RiskMarketSnapshot {
+function market(staleQuotes: readonly string[] = []): RiskMarketSnapshot {
   return {
     histories: RISK_FACTOR_INSTRUMENTS.map((instrument) => {
       const history = riskHistory();
       history.providerMeta!.normalizedSymbol = instrument.symbol;
       history.providerMeta!.normalizedExchange = instrument.exchange;
-      const quote = riskQuote(instrument.symbol, instrument.exchange),
+      const quote = {
+          ...riskQuote(instrument.symbol, instrument.exchange),
+          ...(staleQuotes.includes(instrument.symbol) ? { stale: true } : {}),
+        },
         valid = validateRiskHistory(history, instrument, quote, now);
       return { instrument, currency: "USD", quote, ...valid, error: null };
     }),
@@ -96,6 +99,22 @@ test("factor proxies resolve on their own listing venue", () => {
   expect(factor.samples).toBe(60);
   expect(factor.value).not.toBeNull();
 });
+test("only held positions marked at a close raise the close-mark warning", () => {
+  // Factor proxies with no current quote never weight a holding.
+  const snapshot = market(["IWM", "IWD", "IWF", "MTUM", "IEF", "HYG"]);
+  const warning = (model: ReturnType<typeof buildPortfolioRisk>) =>
+    model.warnings.filter((row) => row.includes("no current quote"));
+  expect(
+    warning(buildPortfolioRisk(portfolio, [holding("SPY")], snapshot)),
+  ).toEqual([]);
+  expect(
+    warning(
+      buildPortfolioRisk(portfolio, [holding("SPY"), holding("IWM")], snapshot),
+    ),
+  ).toEqual([
+    "1 holding had no current quote; weighted at the latest completed close.",
+  ]);
+});
 test("signed equity exposure remains in concentration while shorts block the unfinanced basket", () => {
   const model = buildPortfolioRisk(
     portfolio,

package/src/plugins/builtin/analytics/risk-model.ts

@@ -215,8 +215,16 @@ export function buildPortfolioRisk(
   for (const holding of holdings)
     holding.weight =
       book?.rows.find((row) => row.id === holding.id)?.weight ?? null;
+  const closeMarked = holdings.filter(
+    (row) => row.markSource === "close" && row.value != null,
+  ).length;
   const warnings = [
     ...market.warnings,
+    ...(closeMarked
+      ? [
+          `${closeMarked} holding${closeMarked === 1 ? "" : "s"} had no current quote; weighted at the latest completed close.`,
+        ]
+      : []),
     ...market.histories.flatMap((row) =>
       row.error ? [`${row.instrument.symbol}: ${row.error}`] : [],
     ),

package/src/plugins/builtin/analytics/view.tsx

@@ -8,7 +8,7 @@ import type { StaticChartSurfaceProps } from "../../../components/chart/static";
 import type { DataTableCell } from "../../../components/ui/data-table/types";
 import { colors, priceColor } from "../../../theme/colors";
 import { Box, Text } from "../../../ui";
-import { formatCompact, formatPercentRaw } from "../../../utils/format";
+import { formatCompactAmount, formatPercentRaw } from "../../../utils/format";
 import { formatSignedCompact, formatWeight, renderBar } from "./display";
 import type {
   SectorSortPreference,
@@ -143,7 +143,7 @@ function renderSectorCell(row: SectorTableRow, column: SectorTableColumn): DataT
     case "weight":
       return { text: formatWeight(row.weight) };
     case "value":
-      return { text: row.value == null ? "—" : formatCompact(row.value) };
+      return { text: formatCompactAmount(row.value ?? undefined) };
     case "pnl":
       return {
         text: formatSignedCompact(row.pnl),

package/src/plugins/builtin/backtest/engine.test.ts

@@ -50,7 +50,6 @@ test("signals fill at the next open with costs, and a final open trade is marked
   expect(result.strategy.hitRatePct).toBe(0);
   // Buy-and-hold buys at the first fill after the start with the same cost.
   expect(result.equity.at(-1)!.benchmark).toBeCloseTo(15 / (9 * 1.01), 10);
-  expect(result.warnings[0]).toContain("too few");
 });
 
 test("a signal on the final session does not trade", () => {

package/src/plugins/builtin/backtest/engine.ts

@@ -153,10 +153,7 @@ export function runBacktest(
     windows += 1;
     if (strategy[index]! / strategy[index - TRADING_DAYS]! > benchmark[index]! / benchmark[index - TRADING_DAYS]!) beat += 1;
   }
-  const warnings = [
-    ...(closed.length < 10 ? [`${closed.length} closed trade${closed.length === 1 ? "" : "s"}: too few to judge a hit rate.`] : []),
-    ...(clean.length < bars.length ? [`${bars.length - clean.length} sessions without a positive close were skipped.`] : []),
-  ];
+  const warnings = clean.length < bars.length ? [`${bars.length - clean.length} sessions without a positive close were skipped.`] : [];
   return {
     start: startDate, end: endDate, sessions: dates.length, equity, trades,
     strategy: {

package/src/plugins/builtin/backtest/pane.tsx

@@ -235,7 +235,7 @@ export function BacktestPane({ width, height, focused }: PaneProps) {
                       : column.id === "returnPct" ? (Math.abs(trade.returnPct) < 0.05 ? "0.0%" : `${trade.returnPct > 0 ? "+" : ""}${trade.returnPct.toFixed(1)}%`)
                         : String(trade.sessions),
               color: column.id === "returnPct" ? (Math.abs(trade.returnPct) < 0.05 ? undefined : trade.returnPct > 0 ? colors.positive : colors.negative)
-                : trade.open && column.id === "exitDate" ? colors.warning : undefined,
+                : trade.open && column.id === "exitDate" ? colors.textMuted : undefined,
             })}
             emptyStateTitle="No trades in this window."
           />

package/src/plugins/builtin/buildout/detail/company.tsx

@@ -1,5 +1,5 @@
 import { Section } from "../../../../components";
-import { formatMarketPriceWithCurrency } from "../../../../market-data/market/format";
+import { formatMarketPriceWithCurrency, liveQuoteFormatOptions } from "../../../../market-data/market/format";
 import { useInlineTickerQuote } from "../../../../state/hooks/inline-tickers";
 import { useTickerQuoteStream } from "../../../../state/hooks/live-ticker-financials";
 import { colors } from "../../../../theme/colors";
@@ -32,8 +32,8 @@ export function liveCompanyValues(company: BuildoutCompany, quote: Quote | null)
     ? datasetCap * (quote.price / datasetPrice)
     : null;
   return {
-    price: formatMarketPriceWithCurrency(quote.price, quote.currency, { minimumFractionDigits: 2 }),
-    marketCap: liveCap != null ? `$${formatCompact(liveCap)}` : null,
+    price: formatMarketPriceWithCurrency(quote.price, quote.currency, liveQuoteFormatOptions(quote, quote.currency, "STK")),
+    marketCap: liveCap != null ? `$${formatCompact(liveCap, { fixedDecimals: true })}` : null,
   };
 }
 

package/src/plugins/builtin/central-bank-rates/client.ts

@@ -59,7 +59,8 @@ export async function fetchCentralBankRates(client: Pick<typeof apiClient, "getC
 export interface CentralBankRatesResource { payload: CentralBankRatesPayload; stale: boolean; refreshError: string | null }
 export function getCachedCentralBankRates(): CentralBankRatesResource | null {
   const cached = centralBankRatesCache.get("g20", { allowExpired: true });
-  return cached ? { payload: cached.data, stale: cached.stale, refreshError: null } : null;
+  // The pane revalidates this copy on mount; only a failed refresh makes it stale.
+  return cached ? { payload: cached.data, stale: false, refreshError: null } : null;
 }
 export async function loadCentralBankRates(force = false): Promise<CentralBankRatesResource> {
   const result = await centralBankRatesCache.load("g20", () => fetchCentralBankRates(), { force });

package/src/plugins/builtin/central-bank-rates/headless.ts

@@ -1,6 +1,6 @@
 import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { fetchCentralBankRates } from "./client";
-import { policyBoardRow, policyNotices } from "./model";
+import { hasNoPolicyRate, policyBoardRow, policyNotices } from "./model";
 
 export const centralBankRatesHeadless: HeadlessPaneDefinition<"bundle"> = {
   discovery: { aliases: ["CBR", "ECFC", "CBRT"], dataRequirements: ["Gloom Cloud central-bank-rates endpoint"],
@@ -18,7 +18,7 @@ export const centralBankRatesHeadless: HeadlessPaneDefinition<"bundle"> = {
     ], rows: data.rows.map(({ history: _history, ...row }) => {
       const board = policyBoardRow({ ...row, history: [] });
       return { ...row, valueText: board.valueText, changeText: board.changeText, percentileValue: row.percentile.value };
-    }) }], errors, unavailableSymbols: data.rows.filter((row) => row.status === "unavailable").map((row) => row.id),
+    }) }], errors, unavailableSymbols: data.rows.filter((row) => row.status === "unavailable" && !hasNoPolicyRate(row)).map((row) => row.id),
       metadata: { ...data, complete } };
   },
 };

package/src/plugins/builtin/central-bank-rates/model.test.ts

@@ -1,7 +1,9 @@
 import { describe, expect, test } from "bun:test";
 import type { CentralBankRatesPayload, CentralBankRow } from "../../../api-client/central-bank-rates";
 import { ApiRequestError } from "../../../api-client/errors";
+import type { HeadlessPaneContext } from "../../../types/plugin";
 import { fetchCentralBankRates, validateCentralBankRates } from "./client";
+import { centralBankRatesHeadless } from "./headless";
 import { policyBoardRow, policyHistory, policyNotices } from "./model";
 
 function row(overrides: Partial<CentralBankRow> = {}): CentralBankRow {
@@ -36,7 +38,20 @@ describe("central bank policy boundary", () => {
       previousValue: null, previousAsOf: null, direction: "unavailable", history: [], status: "unavailable", unavailableReason: "no-policy-rate" }));
     expect(validateCentralBankRates(data).rows[1]!.value).toBeNull();
     expect(policyBoardRow(data.rows[1]!).history).toEqual([]);
-    expect(policyNotices(data)).toHaveLength(1);
+    expect(policyNotices(data)).toEqual([]);
+  });
+  test("members without a policy rate stay out of notices and report completeness", async () => {
+    const unavailable = { value: null, range: null, asOf: null, lagDays: null, changeBps: null, lastChangeDate: null,
+      previousValue: null, previousAsOf: null, direction: "unavailable" as const, history: [], status: "unavailable" as const };
+    const data = payload();
+    data.rows.push(row({ id: "AR", label: "Argentina", ...unavailable, unavailableReason: "no-policy-rate" }),
+      row({ id: "african-union", label: "African Union", ...unavailable, unavailableReason: "no-unified-rate" }));
+    const load = (body: CentralBankRatesPayload) => centralBankRatesHeadless.load({ rawArgument: "", argument: null, symbols: [], options: {} },
+      { apiClient: { getCloudCentralBankRates: async () => body } } as unknown as HeadlessPaneContext);
+    expect(await load(data)).toMatchObject({ complete: true, errors: [], unavailableSymbols: [] });
+    data.status = "partial";
+    data.rows.push(row({ id: "IN", label: "India", ...unavailable, unavailableReason: "source-unavailable" }));
+    expect(await load(data)).toMatchObject({ complete: false, errors: ["India: source unavailable."], unavailableSymbols: ["IN"] });
   });
   test("rejects impossible dates, wrong units, contradictory ranges and undated changes", () => {
     for (const overrides of [

package/src/plugins/builtin/central-bank-rates/model.ts

@@ -7,17 +7,17 @@ export const policyRate = (value: number | null) => value == null ? "--" : `${pe
 export const policyLevel = (row: CentralBankRow) => row.range ? `${percentText(row.range.lower)}-${percentText(row.range.upper)}%` : policyRate(row.value);
 export const policyChange = (row: CentralBankRow) => row.changeBps == null ? "--"
   : `${row.changeBps > 0 ? "+" : ""}${Number(row.changeBps.toFixed(1))}bp ${row.direction === "hike" ? "↑" : row.direction === "cut" ? "↓" : ""}`.trim();
+/** Members with no policy rate to publish, kept out of the board and the notices; docs/research-data.md explains them. */
+export const hasNoPolicyRate = (row: CentralBankRow) => row.status === "unavailable"
+  && (row.unavailableReason === "no-policy-rate" || row.unavailableReason === "no-unified-rate");
 export function policyNotices(data: CentralBankRatesPayload): string[] {
-  return data.rows.flatMap((row) => row.status === "stale" ? [`${row.label}: stale, latest observation ${row.asOf ?? "unknown"}${row.lagDays == null ? "" : ` (${row.lagDays} days old)`}.`]
+  return data.rows.filter((row) => !hasNoPolicyRate(row)).flatMap((row) => row.status === "stale" ? [`${row.label}: stale, latest observation ${row.asOf ?? "unknown"}${row.lagDays == null ? "" : ` (${row.lagDays} days old)`}.`]
     : row.status === "unavailable" ? [`${row.label}: ${(row.unavailableReason ?? "unavailable").replaceAll("-", " ")}.`] : []);
 }
 export function policyHistory(row: CentralBankRow) {
   return row.history.filter((point) => (!row.percentile.windowStart || point.date >= row.percentile.windowStart)
     && (!row.percentile.windowEnd || point.date <= row.percentile.windowEnd));
 }
-/** Members with no policy rate to publish, kept out of the board and listed in the notices. */
-export const hasNoPolicyRate = (row: CentralBankRow) => row.status === "unavailable"
-  && (row.unavailableReason === "no-policy-rate" || row.unavailableReason === "no-unified-rate");
 export interface PolicyBoardRow extends MarketBoardRow { observation: CentralBankRow }
 export function policyBoardRow(row: CentralBankRow): PolicyBoardRow {
   return { id: row.id, label: row.label, labelDetail: row.instrument, value: row.value, valueText: policyLevel(row),

package/src/plugins/builtin/central-bank-rates/pane.tsx

@@ -29,7 +29,8 @@ function PolicyDetail({ row, width, height, focused }: { row: CentralBankRow; wi
     // A target range ranks and charts its midpoint, which the band's range would not say.
     { id: "range", label: "1Y range", value: `${policyRate(p.min)} to ${policyRate(p.max)}`, detail: row.range ? "midpoint" : undefined },
     { id: "asOf", label: "As of", value: row.asOf ?? "--", tone: row.status === "stale" ? "warning" : undefined,
-      detail: [row.publicationFrequency, row.lagDays == null ? null : `${row.lagDays}d lag`, row.status === "stale" ? "stale" : null]
+      detail: [row.publicationFrequency, row.lagDays == null ? null : `${row.lagDays}d lag`,
+        row.confirmedAt ? `confirmed ${row.confirmedAt.slice(0, 10)}` : null, row.status === "stale" ? "stale" : null]
         .filter(Boolean).join(" · ") || undefined },
     { id: "meeting", label: "Next meeting", value: row.nextMeeting?.date ?? "--" },
     { id: "source", label: "Source", value: row.source?.toUpperCase() ?? "--", detail: row.sourceSeriesIds.join(", ") || undefined },
@@ -64,7 +65,6 @@ export function CentralBankRatesPane({ width, height, focused }: PaneProps) {
     info: data ? [
       ...(updatedAgo ? [{ id: "updated", parts: [{ text: updatedAgo, tone: "muted" as const }] }] : []),
       ...(resource.data?.stale ? [{ id: "stale", parts: [{ text: "stale", tone: "warning" as const }] }] : []),
-      ...(data.status !== "available" ? [{ id: "partial", parts: [{ text: data.status, tone: "warning" as const }] }] : []),
     ] : [],
   });
   return <Box width={width} height={height} flexDirection="column">

package/src/plugins/builtin/chart-composer/pane.tsx

@@ -11,7 +11,9 @@ import {
 } from "../../../components";
 import {
   MultiSelectDialogButton,
+  NumberPromptDialog,
   type MultiSelectDialogButtonHandle,
+  type MultiSelectRowAction,
 } from "../../../components/ui";
 import { CompositeChart } from "../../../components/chart/composite";
 import type { PaneProps, TickerResearchTabProps } from "../../../types/plugin";
@@ -23,6 +25,7 @@ import {
 } from "../../../time-series/resolution";
 import { useResolvedChartSpec } from "../../../time-series/hooks";
 import { LIVE_CHART_TERMINAL_FRAME_MS } from "../../../time-series/live-quotes";
+import { FORWARD_VALUATION_BASIS_NOTICES } from "../../../time-series/forward-valuation";
 import { chartSeriesSourceKey } from "../../../capabilities";
 import { useShortcut } from "../../../react/input";
 import { useDialog, useDialogState, type PromptContext } from "../../../ui/dialog";
@@ -57,11 +60,16 @@ import {
   buildPriceChartPreset,
   chartSeriesLabel,
   defaultFinancialTimestampMode,
+  builtinStudyPeriod,
   getSelectedBuiltinStudies,
   getSelectedPairStudies,
+  isPeriodStudy,
   setBuiltinStudies,
+  setBuiltinStudyPeriod,
   setPairStudies,
   rebindResearchChartSpec,
+  STUDY_PERIOD_MAX,
+  STUDY_PERIOD_MIN,
   type BuiltinStudySelection,
   type PairStudySelection,
 } from "./presets";
@@ -70,7 +78,9 @@ import {
   CHART_FORMULA_OPTIONS,
   CHART_RANGES as RANGES,
   CHART_RESOLUTIONS as RESOLUTIONS,
-  CHART_STUDY_OPTIONS,
+  chartStudyLabel,
+  chartStudyOptionsFor,
+  chartStudyPeriodTitle,
 } from "./settings";
 import { resolveChartComposerShortcut } from "./shortcuts";
 import { describeChartResolution, formatChartDateWindow, formatChartResolution } from "./viewport-labels";
@@ -309,6 +319,37 @@ function ChartComposerSurface({
   const interactionCaptureRef = useRef(false);
   const interactionCaptureSourcesRef = useRef(new Set<string>());
   const indicatorsDialogRef = useRef<MultiSelectDialogButtonHandle | null>(null);
+  // The Indicators dialog keeps the callbacks it opened with; reading the spec
+  // through this ref keeps a toggle from undoing a period edit made meanwhile.
+  const specRef = useRef(spec);
+  specRef.current = spec;
+  const studyOptions = useMemo(() => chartStudyOptionsFor(spec), [spec]);
+  const studyPeriodAction = useMemo<MultiSelectRowAction>(() => ({
+    label: "Period",
+    shortcut: "p",
+    appliesTo: (value, selected) => selected && isPeriodStudy(value),
+    run: async (value) => {
+      if (!isPeriodStudy(value)) return;
+      const current = builtinStudyPeriod(specRef.current, value) ?? STUDY_PERIOD_MIN;
+      const next = await dialog.prompt<number>({
+        content: (ctx: PromptContext<number>) => (
+          <NumberPromptDialog
+            {...ctx}
+            title={chartStudyPeriodTitle(value)}
+            initialValue={current}
+            min={STUDY_PERIOD_MIN}
+            max={STUDY_PERIOD_MAX}
+            invalidMessage={`Whole number from ${STUDY_PERIOD_MIN} to ${STUDY_PERIOD_MAX}`}
+          />
+        ),
+      });
+      if (next === undefined || next === current) return;
+      const nextSpec = setBuiltinStudyPeriod(specRef.current, value, next);
+      specRef.current = nextSpec;
+      setSpec(nextSpec);
+      return chartStudyLabel(value, next);
+    },
+  }), [dialog, setSpec]);
   const formulasDialogRef = useRef<MultiSelectDialogButtonHandle | null>(null);
   const indicatorsDisabled = !isPriceStudyTarget(spec);
   const formulasDisabled = spec.series.filter((series) => series.visible !== false).length < 2;
@@ -560,6 +601,7 @@ function ChartComposerSurface({
     : []);
   const statusWarnings = resolution.warnings.filter((warning) => (
     warning !== FINANCIAL_VINTAGE_NOTICE && warning !== SEC_EPS_BASIS_NOTICE && warning !== comparisonNotice
+    && !FORWARD_VALUATION_BASIS_NOTICES.has(warning)
     && !duplicateErrorNotices.has(warning) && !comparisonEmptyNotices.has(warning)
     && !spec.studies.some((study) => (
       (study.kind === "ratio" && warning.startsWith(`${study.id}: ratio inputs use different currencies (`)
@@ -640,9 +682,14 @@ function ChartComposerSurface({
         ref={indicatorsDialogRef}
         label="Indicators"
         title="Chart Indicators"
-        options={CHART_STUDY_OPTIONS}
+        options={studyOptions}
         selectedValues={selectedStudies}
-        onChange={(values) => setSpec(setBuiltinStudies(spec, values as BuiltinStudySelection[]))}
+        onChange={(values) => {
+          const nextSpec = setBuiltinStudies(specRef.current, values as BuiltinStudySelection[]);
+          specRef.current = nextSpec;
+          setSpec(nextSpec);
+        }}
+        rowAction={studyPeriodAction}
         disabled={indicatorsDisabled}
         idPrefix={`${footerId}:indicators`}
         shortcutKey="i"

package/src/plugins/builtin/chart-composer/presets.test.ts

@@ -653,3 +653,20 @@ describe("chart composer CLI options", () => {
     });
   });
 });
+
+describe("indicator periods", () => {
+  test("an edited period survives toggling other indicators and names itself in the picker", async () => {
+    const { builtinStudyPeriod, setBuiltinStudyPeriod } = await import("./presets");
+    const { chartStudyLabel } = await import("./settings");
+    const withSma = setBuiltinStudies(buildPriceChartPreset("AAPL"), ["sma50"]);
+    const edited = setBuiltinStudyPeriod(withSma, "sma50", 30);
+    expect(builtinStudyPeriod(edited, "sma50")).toBe(30);
+    // Turning another indicator on and off rebuilds the list from the selection.
+    const toggled = setBuiltinStudies(setBuiltinStudies(edited, ["sma50", "rsi14"]), ["sma50"]);
+    expect(builtinStudyPeriod(toggled, "sma50")).toBe(30);
+    expect(chartStudyLabel("sma50", builtinStudyPeriod(toggled, "sma50"))).toBe("Simple moving average (SMA 30)");
+    // An indicator that is not on keeps its default and is left alone.
+    expect(setBuiltinStudyPeriod(toggled, "ema20", 9)).toBe(toggled);
+    expect(builtinStudyPeriod(toggled, "ema20")).toBe(20);
+  });
+});

package/src/plugins/builtin/chart-composer/presets.ts

@@ -794,6 +794,54 @@ export function setBuiltinStudies(spec: ChartSpec, selected: readonly BuiltinStu
   return { ...spec, studies, panels: reconcilePanels(spec.panels, spec.series, studies) };
 }
 
+/** Builtin studies whose lookback the Indicators dialog lets you change. */
+const PERIOD_STUDIES = new Set<BuiltinStudySelection>(["sma20", "sma50", "sma200", "ema20", "bollinger20", "rsi14"]);
+
+export const STUDY_PERIOD_MIN = 2;
+export const STUDY_PERIOD_MAX = 500;
+
+export function isPeriodStudy(selection: string): selection is BuiltinStudySelection {
+  return PERIOD_STUDIES.has(selection as BuiltinStudySelection);
+}
+
+function builtinStudy(spec: ChartSpec, selection: BuiltinStudySelection): ChartStudySpec | undefined {
+  const prefix = `${BUILTIN_STUDY_ID_PREFIX}${selection}:`;
+  return spec.studies.find((study) => study.id.startsWith(prefix));
+}
+
+export function defaultStudyPeriod(selection: BuiltinStudySelection): number | null {
+  const defaults = STUDY_DEFAULTS[selection].parameters as Record<string, unknown>;
+  return typeof defaults.period === "number" ? defaults.period : null;
+}
+
+/** The period a builtin study runs with: its own when selected, the default otherwise. */
+export function builtinStudyPeriod(spec: ChartSpec, selection: BuiltinStudySelection): number | null {
+  const period = builtinStudy(spec, selection)?.parameters.period;
+  return typeof period === "number" && Number.isFinite(period) ? period : defaultStudyPeriod(selection);
+}
+
+/**
+ * Changes the period of a selected builtin study. The study keeps its id, so
+ * `setBuiltinStudies` carries the new period through later toggles; an
+ * unselected study is left alone.
+ */
+export function setBuiltinStudyPeriod(
+  spec: ChartSpec,
+  selection: BuiltinStudySelection,
+  period: number,
+): ChartSpec {
+  if (!isPeriodStudy(selection)) return spec;
+  const bounded = Math.round(Math.min(STUDY_PERIOD_MAX, Math.max(STUDY_PERIOD_MIN, period)));
+  const target = builtinStudy(spec, selection);
+  if (!target) return spec;
+  return {
+    ...spec,
+    studies: spec.studies.map((study) => (
+      study.id === target.id ? { ...study, parameters: { ...study.parameters, period: bounded } } : study
+    )),
+  };
+}
+
 export type PairStudySelection = "ratio" | "spread" | "correlation";
 
 const PAIR_STUDY_ID_PREFIX = "pair:";

package/src/plugins/builtin/chart-composer/settings.ts

@@ -24,7 +24,10 @@ import {
   chartSeriesLabel,
   formatSeriesExpression,
   getCompatibleSeriesStyles,
+  builtinStudyPeriod,
+  defaultStudyPeriod,
   getSelectedBuiltinStudies,
+  isPeriodStudy,
   getSelectedPairStudies,
   setBuiltinStudies,
   setPairStudies,
@@ -38,17 +41,45 @@ import {
 
 export { CHART_RANGES, CHART_RESOLUTIONS };
 
-export const CHART_STUDY_OPTIONS: Array<PaneSettingOption & { value: BuiltinStudySelection }> = [
-  { value: "volume", label: "Volume", description: "Volume columns in a lower panel." },
-  { value: "sma20", label: "SMA 20", description: "20-bar simple moving average on the primary price series." },
-  { value: "sma50", label: "SMA 50", description: "50-bar simple moving average on the primary price series." },
-  { value: "sma200", label: "SMA 200", description: "200-bar simple moving average on the primary price series." },
-  { value: "ema20", label: "EMA 20", description: "20-bar exponential moving average on the primary price series." },
-  { value: "bollinger20", label: "Bollinger 20", description: "20-bar Bollinger Bands at two standard deviations." },
-  { value: "rsi14", label: "RSI 14", description: "14-bar Relative Strength Index in a lower panel." },
-  { value: "macd", label: "MACD", description: "12/26/9 MACD in a lower panel." },
-  { value: "realized-vol", label: "Realized Volatility", description: "Annualized daily volatility in a lower panel." },
-];
+/** Full name and short form for each builtin indicator; the label adds its period. */
+const CHART_STUDY_NAMES: Record<BuiltinStudySelection, { name: string; short?: string; description: string }> = {
+  volume: { name: "Volume", description: "Volume columns in a lower panel." },
+  sma20: { name: "Simple moving average", short: "SMA", description: "Simple moving average on the primary price series." },
+  sma50: { name: "Simple moving average", short: "SMA", description: "Simple moving average on the primary price series." },
+  sma200: { name: "Simple moving average", short: "SMA", description: "Simple moving average on the primary price series." },
+  ema20: { name: "Exponential moving average", short: "EMA", description: "Exponential moving average on the primary price series." },
+  bollinger20: { name: "Bollinger Bands", short: "BB", description: "Bollinger Bands at two standard deviations." },
+  rsi14: { name: "Relative strength index", short: "RSI", description: "Relative Strength Index in a lower panel." },
+  macd: { name: "MACD", short: "12, 26, 9", description: "12/26/9 MACD in a lower panel." },
+  "realized-vol": { name: "Realized volatility", description: "Annualized daily volatility in a lower panel." },
+};
+
+/** Title of the prompt that edits a study's period: `SMA period`. */
+export function chartStudyPeriodTitle(selection: BuiltinStudySelection): string {
+  return `${CHART_STUDY_NAMES[selection].short ?? CHART_STUDY_NAMES[selection].name} period`;
+}
+
+/** `Simple moving average (SMA 50)`: the name, the acronym and the period it runs with. */
+export function chartStudyLabel(selection: BuiltinStudySelection, period: number | null): string {
+  const { name, short } = CHART_STUDY_NAMES[selection];
+  if (!short) return name;
+  return isPeriodStudy(selection) && period != null ? `${name} (${short} ${period})` : `${name} (${short})`;
+}
+
+function chartStudyOptions(periodOf: (selection: BuiltinStudySelection) => number | null) {
+  return (Object.keys(CHART_STUDY_NAMES) as BuiltinStudySelection[]).map((value) => ({
+    value,
+    label: chartStudyLabel(value, periodOf(value)),
+    description: CHART_STUDY_NAMES[value].description,
+  }));
+}
+
+export const CHART_STUDY_OPTIONS: Array<PaneSettingOption & { value: BuiltinStudySelection }> = chartStudyOptions(defaultStudyPeriod);
+
+/** The indicator options with the periods this chart actually uses. */
+export function chartStudyOptionsFor(spec: ChartSpec): Array<PaneSettingOption & { value: BuiltinStudySelection }> {
+  return chartStudyOptions((selection) => builtinStudyPeriod(spec, selection));
+}
 
 export const CHART_FORMULA_OPTIONS: Array<PaneSettingOption & { value: PairStudySelection }> = [
   { value: "ratio", label: "Ratio", description: "First series divided by the second series." },

package/src/plugins/builtin/chat/chat.test.tsx

@@ -1076,8 +1076,8 @@ describe("ChatContent", () => {
     await flushFrame();
 
     const lines = setup().captureCharFrame().split("\n");
-    const row = lines.findIndex((line) => line.includes("TSLA -5%"));
-    const col = lines[row]?.indexOf("TSLA -5%") ?? -1;
+    const row = lines.findIndex((line) => line.includes("TSLA -5.0%"));
+    const col = lines[row]?.indexOf("TSLA -5.0%") ?? -1;
 
     expect(row).toBeGreaterThanOrEqual(0);
     expect(col).toBeGreaterThanOrEqual(0);

package/src/plugins/builtin/cloud/askg/pane.tsx

@@ -190,7 +190,7 @@ function ToolTimelineRow({
           <Text fg={colors.textDim}>{`  ${truncateWithEllipsis(row.argumentSummary, summaryWidth)}`}</Text>
         ) : null}
         <Box flexGrow={1} />
-        {tier ? <Text fg={colors.warning}>{`${tier}  `}</Text> : null}
+        {tier ? <Text fg={row.writeTier === "ui-write" ? colors.textMuted : colors.warning}>{`${tier}  `}</Text> : null}
         {row.status === "running" || row.status === "pending" ? (
           <Spinner label={status} />
         ) : (