gloomberb 0.15.0 → 0.15.2

package/src/plugins/builtin/options-calculator/pane.tsx

@@ -11,6 +11,7 @@ import { formatNumber } from "../../../utils/format";
 import { isPlainKey } from "../../../utils/keyboard";
 import { OPTIONS_CALCULATOR_PANE_ID, daysToExpiryFrom, describeDraftProblem, draftFromParams, reconcileOptionCalcDraft, solveImpliedVolatility, updateOptionCalcDraft, valueOption, type OptionCalcDraft, type OptionSide } from "./model";
 import { buildQuoteKey, resolveEntryData } from "../../../market-data/selectors";
+import { liveQuoteFormatOptions } from "../../../market-data/market/format";
 import { useLiveQuoteEntries } from "../../../state/hooks/quote-streaming";
 import type { QuoteSubscriptionTarget } from "../../../types/data-provider";
 import { buildOptionQuoteKey, freshOptionQuote, OPTIONS_QUOTE_EXCHANGE } from "../options/live-quotes";
@@ -126,6 +127,13 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
     // The contract's remaining time runs with the clock while its price is live.
     daysToExpiry: liveInputs.price != null && reference ? daysToExpiryFrom(reference.expiration, Date.now()) : draft.daysToExpiry,
     marketReference: liveInputs.reference }, [draft, liveInputs, reference]);
+  // A spot that follows the underlying keeps the underlying's decimals, so a
+  // tick on a whole dime shows 910.10 rather than 910.1. A typed spot shows as typed.
+  const underlyingQuote = spotLinked ? resolveEntryData(liveEntries.get(buildQuoteKey({ symbol: draft.symbol, exchange: "" }))) : null;
+  const spotText = spotLinked
+    ? linkedDraft.spot.toFixed(liveQuoteFormatOptions(underlyingQuote, underlyingQuote?.currency ?? reference?.currency).fixedFractionDigits ?? 2)
+    : String(linkedDraft.spot);
+  const daysRunning = liveInputs?.price != null && !!reference;
   const effectiveDraft = useMemo(() => ({ ...linkedDraft, dividends: dividendInput.dividends,
     volatility: surfaceSource && surface?.volatility != null ? surface.volatility : linkedDraft.volatility }), [linkedDraft, dividendInput.dividends, surfaceSource, surface?.volatility]);
 
@@ -135,7 +143,7 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
   }, [seed, setDraft]);
 
   const fields = useMemo<GridField[]>(() => [
-    { id: "spot", label: "Spot", value: linkedDraft.spot, valueText: String(linkedDraft.spot), onValue: (value) => updateDraft({ spot: value }) },
+    { id: "spot", label: "Spot", value: linkedDraft.spot, valueText: spotText, onValue: (value) => updateDraft({ spot: value }) },
     { id: "strike", label: "Strike", value: draft.strike, valueText: String(draft.strike), onValue: (value) => updateDraft({ strike: value }) },
     {
       id: "days",
@@ -143,11 +151,14 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
       value: linkedDraft.daysToExpiry,
       // Keep intraday expiry visible; rounding six hours to "0 d" makes a
       // live contract appear expired while its time value is still priced.
-      valueText: Number.isInteger(linkedDraft.daysToExpiry)
-        ? String(linkedDraft.daysToExpiry)
-        : linkedDraft.daysToExpiry > 0 && linkedDraft.daysToExpiry < 0.0001
-          ? "<0.0001"
-          : String(Number(linkedDraft.daysToExpiry.toFixed(4))),
+      // Days that run with the clock keep all four decimals from tick to tick.
+      valueText: linkedDraft.daysToExpiry > 0 && linkedDraft.daysToExpiry < 0.0001
+        ? "<0.0001"
+        : daysRunning
+          ? linkedDraft.daysToExpiry.toFixed(4)
+          : Number.isInteger(linkedDraft.daysToExpiry)
+            ? String(linkedDraft.daysToExpiry)
+            : String(Number(linkedDraft.daysToExpiry.toFixed(4))),
       suffix: "d",
       onValue: (value) => updateDraft({ daysToExpiry: Math.max(0, value) }),
     },
@@ -158,14 +169,18 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
       id: "marketPrice",
       label: draft.marketPriceSource === "mid" ? "Mid" : draft.marketPriceSource === "last" ? "Last" : draft.marketPrice > 0 ? "Input" : "Market",
       value: linkedDraft.marketPrice,
-      valueText: String(Number(linkedDraft.marketPrice.toPrecision(12))),
+      // A linked mid or last streams, so it keeps fixed decimals; a mid of two
+      // penny quotes can land on a half cent, so it keeps three.
+      valueText: draft.marketPriceSource === "mid" ? linkedDraft.marketPrice.toFixed(3)
+        : draft.marketPriceSource === "last" ? linkedDraft.marketPrice.toFixed(2)
+          : String(Number(linkedDraft.marketPrice.toPrecision(12))),
       // Clearing the field is how a standalone user says "no market price".
       onValue: (value) => updateDraft({ marketPrice: Math.max(0, value), marketPriceSource: undefined }),
       onClear: () => updateDraft({ marketPrice: 0, marketPriceSource: undefined }),
     },
     ...(american ? [{ id: "steps", label: "Steps", value: draft.steps ?? 400, valueText: String(draft.steps ?? 400),
       onValue: (value: number) => updateDraft({ steps: value }) }] : []),
-  ], [draft, linkedDraft, updateDraft, american, surfaceSource, effectiveDraft.volatility, surface?.volatility]);
+  ], [draft, linkedDraft, spotText, daysRunning, updateDraft, american, surfaceSource, effectiveDraft.volatility, surface?.volatility]);
 
   const calculation = useMemo(() => {
     const unavailable = seedError ?? (american ? dividendInput.error : null)

package/src/plugins/builtin/options-calculator/surface.test.ts

@@ -60,15 +60,30 @@ describe("calculator surface source", () => {
     expect(projected.volatility).toBeCloseTo(month.cells[0]!.volatility!, 10);
   });
 
+  test("brackets quoted in the same New York session do not warn about differing dates", async () => {
+    const quoted = (asOf: Record<number, string>) => dependencies({ loadOptions: async (query) => {
+      const expiration = query.expirationDate ?? expirations[0]!;
+      return ready({ ...chain(expiration), asOf: asOf[expiration] ?? "2026-09-22T13:45:00Z" });
+    } });
+    const same = await loadCalculatorSurfaceVol(request, quoted({ [expirations[0]!]: "2026-09-22T13:45:00.004Z", [expirations[1]!]: "2026-09-22T13:44:00.001Z" }));
+    expect(same.error).toBeNull();
+    expect(same.asOf).toBe("2026-09-22T13:44:00.001Z");
+    expect(same.warnings.some((warning) => warning.startsWith("Surface quote dates differ"))).toBe(false);
+    const mixed = await loadCalculatorSurfaceVol(request, quoted({ [expirations[1]!]: "2026-09-21T19:59:59Z" }));
+    expect(mixed.warnings).toContain("Surface quote dates differ: 2026-09-21, 2026-09-22");
+  });
+
   test("exact listed tenor needs one usable slice and does not require a neighboring smile", async () => {
     const result = await loadCalculatorSurfaceVol({ ...request, daysToExpiry: days(expirations[1]!) }, dependencies({
       loadOptions: async (query) => {
-        if (query.expirationDate === expirations[2]) throw new Error("Unused neighboring expiry offline");
+        if (query.expirationDate != null && query.expirationDate !== expirations[1]) throw new Error("Unused neighboring expiry offline");
         return ready(chain(query.expirationDate ?? expirations[0]!));
       },
     }));
     expect(result.error).toBeNull();
     expect(result.volatility).toBeCloseTo(.4, 4);
+    // The representative front expiry is loaded too, but its failure does not concern this price.
+    expect(result.warnings).toEqual([]);
   });
 
   test("pins actual adjacent listings with bounded requests and reuses the selected OMON cache", async () => {

package/src/plugins/builtin/options-calculator/surface.ts

@@ -6,7 +6,7 @@ import type { OptionsChain, Quote } from "../../../types/financials";
 import type { DataProvider } from "../../../types/data-provider";
 import { canonicalExchange, parsePublicTickerKey } from "../../../utils/exchanges";
 import { loadVolatilitySurface, type SurfaceLoaderDependencies } from "../vol-surface/client";
-import { evaluateSurfaceSmile, type SurfaceSnapshot } from "../vol-surface/model";
+import { evaluateSurfaceSmile, surfaceCalendarWarnings, type SurfaceExpiry, type SurfaceSnapshot } from "../vol-surface/model";
 import { interpolateTotalVariance, logForwardMoneyness } from "../shared/volatility";
 import { daysToExpiryFrom } from "./model";
 import type { YieldPoint } from "../yield-curve/treasury-data";
@@ -56,6 +56,8 @@ const positive = (value: unknown): value is number => typeof value === "number"
 const finite = (value: unknown): value is number => typeof value === "number" && Number.isFinite(value);
 const message = (error: unknown): string => error instanceof Error ? error.message : String(error);
 const expiryLabel = (expiration: number): string => new Date(expiration * 1000).toISOString().slice(0, 10);
+/** Brackets are fetched separately, so their quote instants never match; the New York session is what must agree. */
+const quoteSession = new Intl.DateTimeFormat("en-CA", { timeZone: "America/New_York", year: "numeric", month: "2-digit", day: "2-digit" });
 const empty = (error: string, warnings: string[] = []): CalculatorSurfaceVol => ({
   volatility: null, rate: null, dividendYield: null, asOf: null, sourceSpot: null, spotAsOf: null, rateAsOf: [],
   source: "OVDV midpoint", warnings, error,
@@ -86,15 +88,19 @@ export function projectCalculatorSurfaceVol(
   snapshot: SurfaceSnapshot,
   request: Pick<CalculatorSurfaceRequest, "symbol" | "strike" | "daysToExpiry">,
 ): CalculatorSurfaceVol {
-  const warnings = [...new Set([...snapshot.warnings, ...snapshot.failures.map((failure) =>
-    `${failure.expiration == null ? "Surface" : expiryLabel(failure.expiration)}: ${failure.message}`)])];
+  // Only the brackets price the option: other loaded expiries' caveats do not apply to it.
+  const failures = (expirations: readonly number[]) => snapshot.failures
+    .filter((failure) => failure.expiration == null || expirations.includes(failure.expiration))
+    .map((failure) => `${failure.expiration == null ? "Surface" : expiryLabel(failure.expiration)}: ${failure.message}`);
   if (snapshot.symbol !== parsePublicTickerKey(request.symbol).symbol || !positive(snapshot.spot)) {
-    return empty("Surface snapshot does not match the requested underlying mark", warnings);
+    return empty("Surface snapshot does not match the requested underlying mark", failures([]));
   }
   const years = request.daysToExpiry / 365;
   const brackets = bracketingExpiries(snapshot.catalogue, years, snapshot.fetchedAt);
-  if (!brackets.length) return empty("Requested tenor is outside the listed surface range; extrapolation is unavailable", warnings);
+  if (!brackets.length) return empty("Requested tenor is outside the listed surface range; extrapolation is unavailable", failures([]));
   const selected = brackets.map((expiration) => snapshot.expiries.find((expiry) => expiry.expiration === expiration));
+  const slices = selected.filter((expiry): expiry is SurfaceExpiry => expiry != null);
+  const warnings = [...new Set([...slices.flatMap((expiry) => expiry.warnings), ...surfaceCalendarWarnings(slices), ...failures(brackets)])];
   for (let index = 0; index < selected.length; index += 1) {
     const expiry = selected[index];
     if (!expiry || expiry.stale || expiry.error || expiry.state !== "ready" || !expiry.fit
@@ -120,7 +126,8 @@ export function projectCalculatorSurfaceVol(
   const dates = [...new Set(selected.flatMap((expiry) => expiry?.asOf && Number.isFinite(Date.parse(expiry.asOf)) ? [expiry.asOf] : []))];
   const asOf = dates.length ? dates.toSorted((a, b) => Date.parse(a) - Date.parse(b))[0]! : null;
   if (selected.some((expiry) => !expiry?.asOf || !Number.isFinite(Date.parse(expiry.asOf)))) warnings.push("Surface quote observation date unavailable");
-  if (dates.length > 1) warnings.push(`Surface quote dates differ: ${dates.join(", ")}`);
+  const sessions = [...new Set(dates.map((date) => quoteSession.format(Date.parse(date))))].sort();
+  if (sessions.length > 1) warnings.push(`Surface quote dates differ: ${sessions.join(", ")}`);
   const rateDates = [...new Set(selected.flatMap((expiry) => expiry!.rateAsOf))];
   if (!rateDates.length) warnings.push("Treasury observation date unavailable");
   const fits = selected.map((expiry) => `${expiryLabel(expiry!.expiration)} ${expiry!.fit!.method} (${expiry!.source ?? "source unavailable"})`);

package/src/plugins/builtin/portfolio-list/column-values.ts

@@ -6,7 +6,7 @@ import type { EarningsEvent } from "../../../types/data-provider";
 import type { TickerRecord } from "../../../types/ticker";
 import { priceColor } from "../../../theme/colors";
 import { formatQuoteAgeWithSource, resolveQuoteAgeTimestamp } from "../../../market-data/quotes/time";
-import { convertCurrency, formatCompact, formatNumber, formatPercentRaw } from "../../../utils/format";
+import { convertCurrency, formatCompact, formatCompactAmount, formatNumber, formatPercentRaw } from "../../../utils/format";
 import {
   formatMarketCost,
   quoteFormatOptions,
@@ -14,6 +14,7 @@ import {
   formatMarketPriceWithCurrency,
   formatMarketQuantity,
   formatSignedMarketPrice,
+  withStablePriceDigits,
   type MarketFormatOptions,
 } from "../../../market-data/market/format";
 import {
@@ -239,7 +240,14 @@ export function getColumnValue(
     multiplier: multiplierHint,
     priceBasis: positionMetrics.priceBasis,
   };
-  const currentQuoteOptions = { ...formatOptions, ...quoteFormatOptions(quote, ticker.metadata.assetCategory, financials?.quoteMetadata?.instrumentType) };
+  // Streamed prices keep one decimal count per instrument, so a tick landing on
+  // a whole dime does not print 150.1 and jump the column's digits.
+  const currentQuoteOptions = withStablePriceDigits(
+    { ...formatOptions, ...quoteFormatOptions(quote, ticker.metadata.assetCategory, financials?.quoteMetadata?.instrumentType) },
+    quoteCurrency,
+    quote,
+  );
+  const markOptions = withStablePriceDigits(formatOptions, positionCurrency || quoteCurrency, { price: brokerMarkPrice });
 
   switch (col.id) {
     case "ticker": {
@@ -272,7 +280,7 @@ export function getColumnValue(
     case "tags":
       return { text: ticker.metadata.tags.length > 0 ? ticker.metadata.tags.join(",") : "—" };
     case "price":
-      return resolvePortfolioPriceValue(displayQuote, brokerMarkPrice, displayQuote ? currentQuoteOptions : formatOptions, col.width, quote?.marketState);
+      return resolvePortfolioPriceValue(displayQuote, brokerMarkPrice, displayQuote ? currentQuoteOptions : markOptions, col.width, quote?.marketState);
     case "change":
       if (!displayQuote) return { text: "—" };
       return {
@@ -304,10 +312,10 @@ export function getColumnValue(
         ? { text: formatPercentRaw(displayQuote.changePercent), color: marketChangeColor(displayQuote.changePercent, quote?.marketState) }
         : { text: quote ? formatPercentRaw(quote.changePercent) : "—", color: quote ? marketChangeColor(quote.changePercent, quote.marketState) : undefined };
     case "volume":
-      return { text: finiteNumber(quote?.volume) ? formatCompact(quote.volume) : "—" };
+      return { text: finiteNumber(quote?.volume) ? formatCompact(quote.volume, { fixedDecimals: true }) : "—" };
     case "dollar_volume": {
       if (!displayQuote || !finiteNumber(quote?.volume)) return { text: "—" };
-      return { text: formatCompact(toBaseQuote(displayQuote.price * quote.volume)) };
+      return { text: formatCompact(toBaseQuote(displayQuote.price * quote.volume), { fixedDecimals: true }) };
     }
     case "range_52w": {
       const position = fiftyTwoWeekPosition(displayQuote, quote);
@@ -316,7 +324,7 @@ export function getColumnValue(
     case "market_cap": {
       const cap = liveMarketCapitalization(quote, fundamentals);
       const value = cap ? convertMarketCapitalization(cap.value, cap.currency, ctx.baseCurrency, ctx.exchangeRates) : null;
-      return { text: value == null ? "—" : formatCompact(value) };
+      return { text: value == null ? "—" : formatCompact(value, { fixedDecimals: true }) };
     }
     case "pe":
       return { text: formatPriceEarnings(liveTrailingPE(quote, fundamentals)) };
@@ -349,7 +357,7 @@ export function getColumnValue(
       if (baseMetrics.positionCount === 0 || !Number.isFinite(baseMetrics.totalCost)) return { text: "—" };
       return { text: formatCompact(baseMetrics.totalCost) };
     case "mkt_value":
-      return { text: formatCompact(resolvePortfolioMarketValue(baseMetrics, activeQuote ? toBaseQuote(activeQuote.price) : null)?.gross ?? Number.NaN) };
+      return { text: formatCompactAmount(resolvePortfolioMarketValue(baseMetrics, activeQuote ? toBaseQuote(activeQuote.price) : null)?.gross ?? Number.NaN) };
     case "weight": {
       const marketValue = getActiveMarketValue(activeQuote, baseMetrics, toBaseQuote);
       if (marketValue == null || !ctx.portfolioTotalMarketValue) return { text: "—" };
@@ -358,13 +366,13 @@ export function getColumnValue(
     case "day_pnl":
       if (activeQuote && finiteNumber(activeQuote.change) && Number.isFinite(positionMetrics.grossPriceUnits) && positionMetrics.grossPriceUnits !== 0) {
         const dayPnl = toBaseQuote(totalPriceUnits * activeQuote.change);
-        return { text: `${dayPnl >= 0 ? "+" : ""}${formatCompact(dayPnl)}`, color: priceColor(dayPnl) };
+        return { text: formatCompactAmount(dayPnl, { signed: true }), color: priceColor(dayPnl) };
       }
       return { text: "—" };
     case "pnl": {
       const pnl = positionPnl.value;
       return pnl === null ? { text: "—", pnlBasis: positionPnl.basis }
-        : { text: `${pnl >= 0 ? "+" : ""}${formatCompact(pnl)}`, color: priceColor(pnl), pnlBasis: positionPnl.basis };
+        : { text: formatCompactAmount(pnl, { signed: true }), color: priceColor(pnl), pnlBasis: positionPnl.basis };
     }
     case "pnl_pct": {
       const percent = portfolioPnlPercent(positionPnl.value, baseMetrics.totalCost);

package/src/plugins/builtin/portfolio-list/index.test.ts

@@ -59,7 +59,7 @@ describe("buildPortfolioSummarySegments", () => {
     const segments = fitSummarySegments(buildPortfolioSummarySegments({
       totals,
       accountState: { account, sourceLabel: "Live" },
-    }), 24);
+    }), 26);
 
     expect(segments.map((segment) => segment.id)).toEqual(["netliq", "val"]);
   });
@@ -85,14 +85,14 @@ describe("buildPortfolioSummarySegments", () => {
       accountState: { account, sourceLabel: "Live" },
     });
 
-    expect(segments.find((segment) => segment.id === "val")?.parts[1]?.text).toBe("175k");
+    expect(segments.find((segment) => segment.id === "val")?.parts[1]?.text).toBe("175.0k");
   });
 
   test("drops low-priority broker segments before required ones", () => {
     const segments = fitSummarySegments(buildPortfolioSummarySegments({
       totals,
       accountState: { account, sourceLabel: "Live" },
-    }), 100);
+    }), 112);
 
     expect(segments.map((segment) => segment.id)).toEqual([
       "netliq",
@@ -107,12 +107,12 @@ describe("buildPortfolioSummarySegments", () => {
 
   test("the open cash drawer continues where the header row ran out of room", () => {
     const segments = buildPortfolioSummarySegments({ totals, accountState: { account, sourceLabel: "Live" } });
-    const layout = layoutPortfolioSummaryHeader(segments, 50, { cashDrawer: true, hideHeader: false });
+    const layout = layoutPortfolioSummaryHeader(segments, 56, { cashDrawer: true, hideHeader: false });
     const ids = (list: typeof segments) => list.map((segment) => segment.id);
 
     expect(ids(layout.row)).toEqual(["netliq", "val", "cash"]);
     expect(ids(layout.detail)).toEqual(["day", "pnl", "settled"]);
-    expect(ids(layoutPortfolioSummaryHeader(segments, 50, { cashDrawer: true, hideHeader: true }).detail))
+    expect(ids(layoutPortfolioSummaryHeader(segments, 56, { cashDrawer: true, hideHeader: true }).detail))
       .toEqual(["netliq", "val", "cash"]);
   });
 

package/src/plugins/builtin/portfolio-list/metrics.test.ts

@@ -143,11 +143,11 @@ describe("portfolio-metrics", () => {
     const mutedPositive = blendHex(colors.positive, colors.textDim, 0.55);
 
     expect(getColumnValue(priceColumn, ticker, financials, defaultColumnContext)).toEqual({
-      text: "120",
+      text: "120.00",
       color: colors.textDim,
     });
     expect(getColumnValue(changeColumn, ticker, financials, defaultColumnContext)).toEqual({
-      text: "+5",
+      text: "+5.00",
       color: mutedPositive,
     });
     expect(getColumnValue(changePctColumn, ticker, financials, defaultColumnContext)).toEqual({
@@ -337,13 +337,13 @@ describe("portfolio-metrics", () => {
     const latencyColumn: ColumnConfig = { id: "latency", label: "AGE", width: 6, align: "right" };
 
     expect(getColumnValue(dayPnlColumn, ticker, financials, defaultColumnContext)).toEqual({
-      text: "+50",
+      text: "+50.00",
       color: expect.any(String),
     });
     expect(getSortValue(dayPnlColumn, ticker, financials, defaultColumnContext)).toBe(50);
     expect(getColumnValue(pnlColumn, ticker, financials, defaultColumnContext)).toEqual({
       pnlBasis: "quote-and-cost",
-      text: "+200",
+      text: "+200.00",
       color: expect.any(String),
     });
     expect(getSortValue(pnlColumn, ticker, financials, defaultColumnContext)).toBe(200);
@@ -366,7 +366,7 @@ describe("portfolio-metrics", () => {
     expect(getSortValue(pnlColumn, ticker, financials, defaultColumnContext)).toBe(200);
     expect(getColumnValue(pnlColumn, ticker, financials, defaultColumnContext)).toEqual({
       pnlBasis: "quote-and-cost",
-      text: "+200",
+      text: "+200.00",
       color: expect.any(String),
     });
     expect(calculatePortfolioSummaryTotals(
@@ -425,7 +425,7 @@ describe("portfolio-metrics", () => {
     expect(getColumnValue({ id: "weight", label: "WEIGHT", width: 8, align: "right" }, ticker, financials, context).text).toBe("+50.00%");
     expect(getSortValue({ id: "weight", label: "WEIGHT", width: 8, align: "right" }, ticker, financials, context)).toBe(50);
     expect(getColumnValue({ id: "range_52w", label: "52W%", width: 7, align: "right" }, ticker, financials, context).text).toBe("+50.00%");
-    expect(getColumnValue({ id: "dollar_volume", label: "$VOL", width: 9, align: "right" }, ticker, financials, context).text).toBe("1.5B");
+    expect(getColumnValue({ id: "dollar_volume", label: "$VOL", width: 9, align: "right" }, ticker, financials, context).text).toBe("1.50B");
     expect(getColumnValue({ id: "spread_pct", label: "SPR%", width: 7, align: "right" }, ticker, financials, context).text).toBe("+0.83%");
     expect(getColumnValue({ id: "bid_ask_size", label: "B/A SZ", width: 9, align: "right" }, ticker, financials, context).text).toBe("100/150");
     expect(getColumnValue({ id: "mark_delta", label: "MARK%", width: 8, align: "right" }, ticker, financials, context).text).toBe("+1.00%");
@@ -492,8 +492,8 @@ describe("position aggregation across sides, currencies and broker coverage", ()
     expect(getSortValue(column("pnl"), ticker, financials, defaultColumnContext)).toBe(1000);
     expect(getSortValue(column("pnl_pct"), ticker, financials, defaultColumnContext)).toBeCloseTo(1000 / 21000 * 100);
     expect(getColumnValue(column("shares"), ticker, financials, defaultColumnContext).text).toBe("0");
-    expect(getColumnValue(column("pnl"), ticker, financials, defaultColumnContext).text).toBe("+1k");
-    expect(buildPortfolioSummarySegments({ totals, accountState: null }).map(segment => segment.parts.map(part => part.text).join(" ")).join(" ")).toContain("Gross 24k Net 0");
+    expect(getColumnValue(column("pnl"), ticker, financials, defaultColumnContext).text).toBe("+1.0k");
+    expect(buildPortfolioSummarySegments({ totals, accountState: null }).map(segment => segment.parts.map(part => part.text).join(" ")).join(" ")).toContain("Gross 24.0k Net 0.00");
   });
 
   test("converts each cost basis before summing and withholds averages across native currencies", () => {

package/src/plugins/builtin/portfolio-list/pane/index.test.tsx

@@ -524,7 +524,7 @@ describe("PortfolioListPane cash and margin UI", () => {
       });
       for (let index = 0; index < 6; index++) await flushFrame();
       const frame = testSetup!.captureCharFrame();
-      expect(frame).toContain(source === "unknown currency" ? "Net Liq —" : "Net Liq 15k");
+      expect(frame).toContain(source === "unknown currency" ? "Net Liq —" : "Net Liq 15.0k");
       expect(frame).toContain(source === "CAD" ? "Cash 13.5k" : "Cash —");
       expect(frame).not.toContain("Cash 0");
       if (source !== "unknown currency") expect(requested).toContain("CAD");
@@ -815,7 +815,7 @@ describe("PortfolioListPane cash and margin UI", () => {
     await flushFrame();
 
     const frame = testSetup.captureCharFrame();
-    expect(frame).toMatch(/AAPL\s+125\s+\+4\.17%/);
+    expect(frame).toMatch(/AAPL\s+125\.00\s+\+4\.17%/);
     expect(frame).toContain("100");
     expect(frame).toContain("1.4k");
     expect(frame).toContain("+275");
@@ -838,7 +838,7 @@ describe("PortfolioListPane cash and margin UI", () => {
       await flushFrame();
       const before = testSetup.captureCharFrame();
       expect(before).toContain("⚠");
-      expect(before).toMatch(/AAPL\s+—\s+1\.2k\s+\+200\s+—/);
+      expect(before).toMatch(/AAPL\s+—\s+1\.2k\s+\+200\.00\s+—/);
       expect(before).not.toContain("NaN");
       const corrected = { ...imported, metadata: { ...imported.metadata,
         positions: [{ ...imported.metadata.positions[0]!, avgCost: 100 }],
@@ -847,7 +847,7 @@ describe("PortfolioListPane cash and margin UI", () => {
       await flushFrame();
       const after = testSetup.captureCharFrame();
       expect(after).not.toContain("⚠");
-      expect(after).toMatch(/AAPL\s+100\s+1\.2k\s+\+200\s+\+20\.00%/);
+      expect(after).toMatch(/AAPL\s+100\s+1\.2k\s+\+200\.00\s+\+20\.00%/);
     });
   }
 
@@ -1055,8 +1055,8 @@ describe("PortfolioListPane cash and margin UI", () => {
     expect(frame).toContain("4.25");
     expect(frame).toContain("5");
     expect(frame).toContain("850");
-    expect(frame).toContain("1k");
-    expect(frame).toContain("+150");
+    expect(frame).toContain("1.0k");
+    expect(frame).toContain("+150.00");
     expect(frame).not.toContain("$4.25");
   });
 
@@ -1093,8 +1093,8 @@ describe("PortfolioListPane cash and margin UI", () => {
 
     const frame = testSetup.captureCharFrame();
     expect(frame).toContain("Cash & Margin");
-    expect(frame.match(/Cash -50k/g)).toHaveLength(1);
-    expect(frame.match(/Net Liq 125k/g)).toHaveLength(1);
+    expect(frame.match(/Cash -50.0k/g)).toHaveLength(1);
+    expect(frame.match(/Net Liq 125.0k/g)).toHaveLength(1);
     expect(frame).toContain("Flex Mar 27");
     expect(frame).toContain("-351,957.025");
     expect(frame).not.toContain("Avail");
@@ -1142,7 +1142,7 @@ describe("PortfolioListPane cash and margin UI", () => {
       { width: 60, height: 8 },
     );
     await flushFrame();
-    expect(testSetup.captureCharFrame()).toMatch(/AAPL\s+125\s+2s/);
+    expect(testSetup.captureCharFrame()).toMatch(/AAPL\s+125\.00\s+2s/);
 
     // A quote received since the clock last ticked reads its true age on the next tick.
     clock += 5_000;
@@ -1150,7 +1150,7 @@ describe("PortfolioListPane cash and margin UI", () => {
       await Bun.sleep(AGE_CLOCK_MS + 50);
     });
     await flushFrame();
-    expect(testSetup.captureCharFrame()).toMatch(/AAPL\s+125\s+7s/);
+    expect(testSetup.captureCharFrame()).toMatch(/AAPL\s+125\.00\s+7s/);
   });
 
   test("warms full financials for visible rows when only quote data is loaded", async () => {
@@ -1252,7 +1252,7 @@ describe("PortfolioListPane cash and margin UI", () => {
 
     const frame = testSetup.captureCharFrame();
     expect(calls).toBeGreaterThan(0);
-    expect(frame).toContain("2B");
+    expect(frame).toContain("2.00B");
     expect(frame).toContain("25.0");
     expect(frame).toContain("22.0");
   });
@@ -1511,7 +1511,7 @@ describe("PortfolioListPane cash and margin UI", () => {
 
     const frame = testSetup.captureCharFrame();
     expect(liveCalls).toBe(0);
-    expect(frame).toContain("2B");
+    expect(frame).toContain("2.00B");
     expect(frame).toContain("25.0");
     expect(frame).toContain("22.0");
 

package/src/plugins/builtin/portfolio-list/position-cost-integrity.test.ts

@@ -54,7 +54,7 @@ test("a current mark cannot refresh broker profit without cost, and manual corre
   const record = ticker(lot({ unrealizedPnl: 200, marketValue: 1150, markPrice: 115 }));
   expect(totals(record)).toMatchObject({ totalMktValue: 1200, totalCostBasis: Number.NaN, unrealizedPnl: 200, unrealizedPnlPct: Number.NaN,
     unrealizedPnlBasis: "broker-snapshot", unavailableCostSymbols: ["AAPL"], brokerPnlSymbols: ["AAPL"] });
-  expect(getColumnValue(column("pnl"), record, financials, context)).toMatchObject({ text: "+200", pnlBasis: "broker-snapshot" });
+  expect(getColumnValue(column("pnl"), record, financials, context)).toMatchObject({ text: "+200.00", pnlBasis: "broker-snapshot" });
   expect(getSortValue(column("pnl"), record, financials, context)).toBe(200);
   const summary = buildPortfolioSummarySegments({ totals: totals(record), accountState: null });
   expect(summary.flatMap(segment => segment.parts.map(part => part.text)).join(" ")).toContain("Broker P&L");
@@ -71,7 +71,7 @@ test("mixed lots select each independently, preserve offsetting exposure, and wi
   const record = ticker(lot({ avgCost: 100 }), lot({ shares: -10, unrealizedPnl: 50 }));
   expect(totals(record)).toMatchObject({ netMktValue: 0, totalMktValue: 2400, unrealizedPnl: 250,
     unrealizedPnlBasis: "mixed", totalCostBasis: Number.NaN, unrealizedPnlPct: Number.NaN });
-  expect(getColumnValue(column("pnl"), record, financials, context)).toMatchObject({ text: "+250", pnlBasis: "mixed" });
+  expect(getColumnValue(column("pnl"), record, financials, context)).toMatchObject({ text: "+250.00", pnlBasis: "mixed" });
   expect(getSortValue(column("pnl"), record, financials, context)).toBe(250);
   record.metadata.positions.push(lot({ shares: 1 }));
   expect(totals(record).unrealizedPnl).toBeNaN();

package/src/plugins/builtin/portfolio-list/summary/index.tsx

@@ -7,7 +7,7 @@ import type { BrokerConnectionStatus } from "../../../../types/broker";
 import type { TickerFinancials } from "../../../../types/financials";
 import type { Portfolio, TickerRecord } from "../../../../types/ticker";
 import type { BrokerAccount, BrokerCashBalance } from "../../../../types/trading";
-import { displayWidth, formatCompact, formatPercentRaw } from "../../../../utils/format";
+import { displayWidth, formatCompactAmount, formatPercentRaw } from "../../../../utils/format";
 import { getBrokerInstance } from "../../../../utils/broker-instances";
 import {
   resolvePortfolioAccountMetrics,
@@ -59,8 +59,9 @@ function createSummarySegment(
   };
 }
 
+// Totals move with every streamed price; fixed decimals keep the segments after them still.
 function formatSignedCompact(value: number): string {
-  return `${value >= 0 ? "+" : ""}${formatCompact(value)}`;
+  return formatCompactAmount(value, { signed: true });
 }
 
 function formatMonthDay(date: Date): string {
@@ -240,26 +241,26 @@ export function buildPortfolioSummarySegments({
   const accountValue = (id: string, label: string, value: number | undefined) => value != null
     ? createSummarySegment(id, [
       { text: label, tone: "label" },
-      { text: formatCompact(convertAccountValue(value)), tone: "value", bold: true },
+      { text: formatCompactAmount(convertAccountValue(value)), tone: "value", bold: true },
     ])
     : null;
 
   if (netLiquidation != null) {
     candidates.push(createSummarySegment("netliq", [
       { text: "Net Liq", tone: "label" },
-      { text: formatCompact(netLiquidation), tone: "value", bold: true },
+      { text: formatCompactAmount(netLiquidation), tone: "value", bold: true },
     ]));
   }
 
   candidates.push(createSummarySegment("val", [
     { text: totals.hasShorts ? "Gross" : "Val", tone: "label" },
-    { text: formatCompact(totalMarketValue), tone: "value", bold: true },
+    { text: formatCompactAmount(totalMarketValue), tone: "value", bold: true },
   ]));
 
   if (totals.hasShorts && totals.netMktValue != null) {
     candidates.push(createSummarySegment("net-value", [
       { text: "Net", tone: "label" },
-      { text: formatCompact(totals.netMktValue), tone: "value", bold: true },
+      { text: formatCompactAmount(totals.netMktValue), tone: "value", bold: true },
     ]));
   }
 

package/src/plugins/builtin/rate-path/client.ts

@@ -47,7 +47,8 @@ export async function fetchRatePath(client: Pick<typeof apiClient, "getCloudRate
 
 export function getCachedRatePath(): RatePathPayload | null {
   const cached = ratePathCache.get("usd", { allowExpired: true });
-  return cached ? { ...cached.data, stale: cached.data.stale || cached.stale } : null;
+  // The pane revalidates this copy on mount; only the source or a failed refresh makes it stale.
+  return cached?.data ?? null;
 }
 
 export async function loadRatePath(force = false): Promise<RatePathPayload> {

package/src/plugins/builtin/rate-path/headless.ts

@@ -29,7 +29,7 @@ const contractColumns: HeadlessPaneColumn[] = [
 
 export const ratePathHeadless: HeadlessPaneDefinition<"bundle"> = {
   discovery: { aliases: ["WIRP", "FFIP"], dataRequirements: ["Gloom Cloud rate-path endpoint"],
-    limitations: ["Conditional two-outcome probabilities", "Sparse SOFR history", "Maintained FOMC schedule and SEP snapshot"] },
+    limitations: ["Conditional two-outcome probabilities", "SR3 history from hourly trades", "Maintained FOMC schedule and SEP snapshot"] },
   shape: "bundle", argument: { kind: "none" }, options: [], describe: "US rate path",
   async load(_args, ctx) {
     const data = await fetchRatePath(ctx.apiClient);

package/src/plugins/builtin/rate-path/pane.tsx

@@ -107,7 +107,6 @@ export function RatePathPane({ width, height, focused }: PaneProps) {
     info: data ? [
       { id: "as-of", parts: [{ text: `as of ${timestamp(data.asOf)} UTC`, tone: "muted" }] },
       ...(data.stale ? [{ id: "stale", parts: [{ text: "stale", tone: "warning" as const }] }] : []),
-      ...(data.status !== "available" ? [{ id: "partial", parts: [{ text: data.status, tone: "warning" as const }] }] : []),
     ] : [],
   });
   const selection = { kind: "id" as const, selectedId: selected, getId: (row: RateMeeting) => row.date, onChange: setSelected };

package/src/plugins/builtin/realized-vol/client.test.ts

@@ -173,6 +173,13 @@ describe("independent current-IV loading", () => {
     expect(calls).toBe(1);
   });
 
+  test("an underlying with no option chain has no IV line and no error", async () => {
+    const empty: OptionsChain = { underlyingSymbol: "7203.T", expirationDates: [], calls: [], puts: [] };
+    const result = await loadCurrentAtmIv({ instrument: { symbol: "7203.T" }, spot: 100 }, { now: () => now, loadYieldCurve: async () => [],
+      loadOptions: async () => ({ ...ready(empty), error: { reasonCode: "NO_DATA", message: "No data available" } }) });
+    expect(result).toEqual({ reference: null, error: null, warnings: [], noOptionChain: true });
+  });
+
   test("surface cancellation remains cancellation rather than a missing-IV result", async () => {
     const gate = deferred<QueryEntry<OptionsChain>>();
     const controller = new AbortController();

package/src/plugins/builtin/realized-vol/headless.ts

@@ -63,7 +63,7 @@ export function realizedVolHeadless(initialView: "graph" | "cone"): HeadlessPane
           ] },
         ],
         complete: model.cone.every((row) => row.current != null) && model.warnings.length === 0 && !history.stale && errors.length === 0
-          && (!args.options.showIv || iv?.reference != null),
+          && (!args.options.showIv || iv?.reference != null || iv?.noOptionChain === true),
         unavailableSymbols: model.history.length ? [] : [instrument.symbol], errors,
         metadata: { unit: "decimal annualized volatility", annualization: 252, model, currentIv: iv,
           source: history.source, stale: history.stale, fetchedAt: history.fetchedAt,

package/src/plugins/builtin/realized-vol/model.test.ts

@@ -111,10 +111,12 @@ describe("realized-volatility projection", () => {
 });
 
 describe("current ATM IV reference", () => {
-  test("selects the listed tenor nearest 30 days and preserves source date and independent failures", () => {
-    const selected = expiry(31, { atmIV: 0.27 });
-    const result = projectCurrentAtmIv(surface([expiry(7), selected, expiry(60)], {
+  test("selects the listed tenor nearest 30 days and keeps only its own and surface-wide caveats", () => {
+    const selected = expiry(31, { atmIV: 0.27, warnings: ["9 butterfly arbitrage warnings"] });
+    const leaps = expiry(800, { warnings: ["SVI did not converge"] });
+    const result = projectCurrentAtmIv(surface([expiry(7), selected, expiry(60), leaps], {
       phase: "partial", failures: [{ expiration: 100, message: "unrelated expiry offline" }],
+      warnings: ["SVI did not converge", "9 butterfly arbitrage warnings", "2 calendar arbitrage warnings"],
     }));
     expect(result.reference!.value).toBe(0.27);
     expect(result.reference!.expiration).toBe(selected.expiration);
@@ -122,7 +124,17 @@ describe("current ATM IV reference", () => {
     expect(result.reference!.date.toISOString()).toBe(new Date(selected.asOf!).toISOString());
     expect(result.reference!.source).toBe("test");
     expect(result.reference!.ivSource).toBe("recomputed");
-    expect(result.error).toBe("unrelated expiry offline");
+    expect(result.error).toBeNull();
+    expect(result.warnings).toEqual(["9 butterfly arbitrage warnings"]);
+    const offline = projectCurrentAtmIv(surface([selected], { failures: [{ expiration: null, message: "Treasury: offline" }] }));
+    expect(offline.error).toBe("Treasury: offline");
+  });
+
+  test("says when nearer expiries without usable quotes pushed the reference to a farther tenor", () => {
+    const result = projectCurrentAtmIv(surface([expiry(1), expiry(29, { atmIV: null, state: "empty" }), expiry(60, { atmIV: null, state: "error" })]));
+    expect(result.reference!.daysToExpiry).toBeCloseTo(1, 12);
+    expect(result.warnings).toContain("Expiries nearer 30 days have no usable ATM quotes; reference uses the 1d expiry");
+    expect(projectCurrentAtmIv(surface([expiry(29), expiry(60, { atmIV: null, state: "empty" })])).warnings).toEqual([]);
   });
 
   test("withholds stale, failed and undated observations and chooses the next eligible expiry", () => {