gloomberb 0.15.3 → 0.15.4

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gloomberb",
-  "version": "0.15.3",
+  "version": "0.15.4",
   "packageManager": "bun@1.3.11",
   "description": "Market research and portfolio tracker for the terminal",
   "module": "src/public/index.ts",

package/src/plugins/auto-update-node.ts

@@ -13,6 +13,7 @@ import type { PluginManager } from "./builtin/plugin-marketplace/store";
 import { checkPluginCompatibility, readPluginManifest } from "./compat";
 import { installedPeerPlugins } from "./host-link";
 import { getPluginCacheDir, getPluginsDir, pluginsMissingHostExports, readPluginCommit } from "./loader";
+import { bunCommand } from "./dependencies";
 
 /**
  * Automatic plugin updates for a process that can run git and bun: the
@@ -65,7 +66,7 @@ function createNodeAutoUpdateDeps(manager: PluginManager): PluginAutoUpdateDeps
     },
     remoteHead: async (directory) => (await installer()).readPluginRemoteHead(directory),
     hasLocalChanges: async (directory) => (await installer()).hasLocalChanges(join(getPluginsDir(), directory)),
-    hasBun: () => Bun.which("bun") !== null,
+    hasBun: () => bunCommand() !== null,
     update: (directory, pin) => manager.update(directory, pin),
     log: (message) => log.info(message),
   };

package/src/plugins/builtin/correlation/colors.ts

@@ -36,11 +36,16 @@ function heatmapBaseBackground(): string {
   return blendHex(colors.panel, colors.bg, HEATMAP_BASE_BLEND);
 }
 
+// Diverging: red below zero, green above, and no tint at zero. A yellow
+// midpoint made every moderate positive the same olive, so 0.45 and 0.64
+// could not be told apart.
 function heatmapSemanticColor(correlation: number): string {
-  const clamped = Math.max(-1, Math.min(1, correlation));
-  return clamped < 0
-    ? blendHex(colors.negative, colors.warning, clamped + 1)
-    : blendHex(colors.warning, colors.positive, clamped);
+  return correlation < 0 ? colors.negative : colors.positive;
+}
+
+/** How far a cell leans toward its hue: none at zero, strongest at +/-1. */
+function heatmapTargetStrength(correlation: number): number {
+  return 0.06 + Math.abs(correlation) * 0.56;
 }
 
 function heatmapTintSteps(targetStrength: number): number[] {
@@ -52,10 +57,15 @@ function readableForeground(background: string): string {
   return highestContrast(textCandidates(), background);
 }
 
-export function resolveCorrelationHeatmapCellColors(correlation: number | null): CorrelationHeatmapCellColors {
+export function resolveCorrelationHeatmapCellColors(
+  correlation: number | null,
+  options: { diagonal?: boolean } = {},
+): CorrelationHeatmapCellColors {
   const baseBackground = heatmapBaseBackground();
 
-  if (correlation === null) {
+  // A series against itself is always 1.00 and says nothing: keep it quiet so
+  // the eye goes to the pairs.
+  if (correlation === null || options.diagonal) {
     const muted = colors.textMuted;
     return {
       background: baseBackground,
@@ -67,7 +77,7 @@ export function resolveCorrelationHeatmapCellColors(correlation: number | null):
 
   const clamped = Math.max(-1, Math.min(1, correlation));
   const semanticColor = heatmapSemanticColor(clamped);
-  const targetStrength = 0.3 + Math.abs(clamped) * 0.26;
+  const targetStrength = heatmapTargetStrength(clamped);
   let fallback: CorrelationHeatmapCellColors | null = null;
 
   for (const tintStrength of heatmapTintSteps(targetStrength)) {

package/src/plugins/builtin/correlation/index.tsx

@@ -285,7 +285,7 @@ function CorrelationMatrixPane({ focused, width, height }: PaneProps) {
                   {/* Cells */}
                   {symbols.map((colSym) => {
                     const r = matrix.results.get(pairKey(rowSym, colSym))?.correlation ?? null;
-                    const cellColors = resolveCorrelationHeatmapCellColors(r);
+                    const cellColors = resolveCorrelationHeatmapCellColors(r, { diagonal: rowSym === colSym });
                     const text = formatCorrelation(r);
                     return (
                       <Box

package/src/plugins/builtin/ticker-detail/overview/components.tsx

@@ -1,10 +1,12 @@
-import { t } from "../../../../i18n";
+import type { ReactNode } from "react";
+import { ExternalLinkText, usePaneLinkMenuEntry } from "../../../../components";
+import { t, tf } from "../../../../i18n";
 import { formatMarketPriceWithCurrency, liveQuoteFormatOptions, type MarketFormatOptions } from "../../../../market-data/market/format";
-import { colors, priceColor } from "../../../../theme/colors";
+import { colors, hoverBg, priceColor } from "../../../../theme/colors";
 import type { Quote } from "../../../../types/financials";
 import { Box, Text, useUiCapabilities } from "../../../../ui";
-import { displayWidth, formatNumber, padTo } from "../../../../utils/format";
-import type { PositionTableRow, StatField } from "./types";
+import { displayWidth, formatNumber, padTo, truncateToDisplayWidth } from "../../../../utils/format";
+import type { OverviewFunctionLink, PositionTableRow, StatField } from "./types";
 import { portfolioPnlLabel } from "../../portfolio-list/position-metrics";
 
 const STAT_COLUMN_GAP = 2;
@@ -190,8 +192,70 @@ export function fundamentalsGridColumns(width: number): number {
   return Math.max(2, Math.min(4, Math.ceil((width + STAT_COLUMN_GAP) / (FUNDAMENTALS_MAX_COLUMN_WIDTH + STAT_COLUMN_GAP))));
 }
 
-export function FundamentalsGrid({ fields, width }: { fields: StatField[]; width: number }) {
-  const columnCount = fundamentalsGridColumns(width);
+function gridLabelWidth(colWidth: number): number {
+  return Math.min(STAT_LABEL_WIDTH, Math.max(8, Math.floor(colWidth * 0.45)));
+}
+
+/**
+ * Columns for words rather than figures (an industry, a website): the most
+ * the grid allows at which every value reads whole. A title that may be cut
+ * (a SIC description) does not count.
+ */
+export function textGridColumns(fields: StatField[], width: number): number {
+  const widest = Math.max(0, ...fields.map((field) => displayWidth(field.value)));
+  for (let columns = fundamentalsGridColumns(width); columns > 1; columns -= 1) {
+    const colWidth = Math.floor((width - STAT_COLUMN_GAP * (columns - 1)) / columns);
+    if (colWidth - gridLabelWidth(colWidth) >= widest) return columns;
+  }
+  return 1;
+}
+
+/** A figure that opens its research function: the whole cell is the target. */
+function LinkedStatCell({
+  link,
+  width,
+  onOpen,
+  children,
+}: {
+  link: OverviewFunctionLink;
+  width: number;
+  onOpen: (link: OverviewFunctionLink) => void;
+  children: ReactNode;
+}) {
+  // The pane menu lists each function once, so the keyboard reaches what a click opens.
+  usePaneLinkMenuEntry(`function:${link.templateId}`, tf("Open {label}", { label: t(link.name) }), () => onOpen(link));
+  return (
+    <Box
+      width={width}
+      flexDirection="row"
+      hoverBackgroundColor={hoverBg()}
+      onMouseDown={(event?: { button?: number }) => {
+        if ((event?.button ?? 0) === 0) onOpen(link);
+      }}
+      cursor="pointer"
+      data-gloom-interactive="true"
+      data-gloom-label={tf("Open {label}", { label: t(link.name) })}
+      data-gloom-ui="key-value-row"
+    >
+      {children}
+    </Box>
+  );
+}
+
+export function FundamentalsGrid({
+  fields,
+  width,
+  columns,
+  onOpenLink,
+}: {
+  fields: StatField[];
+  width: number;
+  /** Fixed column count; by default as many as keep each value near its label. */
+  columns?: number;
+  /** Opens a figure's research function; without it figures are plain. */
+  onOpenLink?: (link: OverviewFunctionLink) => void;
+}) {
+  const columnCount = columns ?? fundamentalsGridColumns(width);
   const availableWidth = width - STAT_COLUMN_GAP * (columnCount - 1);
   const baseColWidth = Math.floor(availableWidth / columnCount);
   const extraWidth = availableWidth - baseColWidth * columnCount;
@@ -215,19 +279,34 @@ export function FundamentalsGrid({ fields, width }: { fields: StatField[]; width
                 </Box>
               );
             }
-            const labelWidth = Math.min(STAT_LABEL_WIDTH, Math.max(8, Math.floor(colWidth * 0.45)));
+            const labelWidth = gridLabelWidth(colWidth);
             const valueWidth = Math.max(1, colWidth - labelWidth);
+            // A long value (an industry, a SIC title) is cut from the end, never from the label side.
+            const value = truncateToDisplayWidth(field.value, valueWidth);
+            const detailRoom = valueWidth - displayWidth(value) - 1;
+            const details = typeof field.detail === "string" ? [field.detail] : field.detail ?? [];
+            // A cut "in 4..." misleads; a title cut to "Semicond..." still names it.
+            const detail = details.find((text) => displayWidth(text) <= detailRoom)
+              ?? (field.clipDetail && details[0] && detailRoom >= 4 ? truncateToDisplayWidth(details[0], detailRoom) : "");
+            const content = (
+              <>
+                <Box width={labelWidth} overflow="hidden">
+                  <Text fg={colors.textDim}>{t(field.label)}</Text>
+                </Box>
+                <Box flexDirection="row" width={valueWidth} justifyContent="flex-end" overflow="hidden">
+                  {field.url
+                    ? <ExternalLinkText url={field.url} label={value} color={field.valueColor ?? colors.text} />
+                    : <Text fg={field.valueColor ?? colors.text}>{value}</Text>}
+                  {detail ? <Text fg={colors.textDim}>{` ${detail}`}</Text> : null}
+                </Box>
+              </>
+            );
             return (
               <Box key={j} flexDirection="row">
                 {j > 0 && <Box width={STAT_COLUMN_GAP} />}
-                <Box width={colWidth} flexDirection="row" data-gloom-ui="key-value-row">
-                  <Box width={labelWidth} overflow="hidden">
-                    <Text fg={colors.textDim}>{t(field.label)}</Text>
-                  </Box>
-                  <Box flexDirection="row" width={valueWidth} justifyContent="flex-end" overflow="hidden">
-                    <Text fg={field.valueColor ?? colors.text}>{field.value}</Text>
-                  </Box>
-                </Box>
+                {field.link && onOpenLink
+                  ? <LinkedStatCell link={field.link} width={colWidth} onOpen={onOpenLink}>{content}</LinkedStatCell>
+                  : <Box width={colWidth} flexDirection="row" data-gloom-ui="key-value-row">{content}</Box>}
               </Box>
             );
           })}

package/src/plugins/builtin/ticker-detail/overview/model.ts

@@ -1,7 +1,7 @@
 import { formatPriceEarnings } from "../../../../utils/price-earnings";
 import { convertMarketCapitalization } from "../../../../utils/market-capitalization";
 import { priceColor } from "../../../../theme/colors";
-import type { Quote, TickerFinancials } from "../../../../types/financials";
+import type { CompanyProfile, NextEarnings, Quote, TickerFinancials } from "../../../../types/financials";
 import type { TickerPosition, TickerRecord } from "../../../../types/ticker";
 import {
   formatCompact,
@@ -18,13 +18,42 @@ import {
   formatMarketQuantity,
   withCurrencyMinorDigits,
 } from "../../../../market-data/market/format";
-import type { PositionTableRow, StatField } from "./types";
+import type { OverviewFunctionLink, PositionTableRow, StatField } from "./types";
 import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, resolvePortfolioMarketValue, resolvePortfolioPositionPnl, portfolioPnlPercent, signedPositionDirection } from "../../portfolio-list/position-metrics";
 import { liveDividendYield, liveForwardPE, liveMarketCapitalization, liveTrailingPE } from "../../portfolio-list/live-valuation";
 import { formatReportedMoney } from "../../../../utils/reported-money";
+import { formatShortDate } from "../../../../utils/datetime-format";
+import { safeExternalUrl } from "../../../../utils/external-url";
 
 type CurrencyConverter = (value: number, fromCurrency: string) => number;
 
+const RELATIONSHIP_GRAPH: OverviewFunctionLink = { name: "Relationship Graph", templateId: "relationship-graph-pane" };
+const HOLDERS: OverviewFunctionLink = { name: "Holders", tabId: "holders", templateId: "holders-pane" };
+const SHORT_INTEREST: OverviewFunctionLink = { name: "Short Interest", tabId: "short-interest", templateId: "short-interest-pane" };
+const EARNINGS: OverviewFunctionLink = { name: "Earnings", templateId: "earnings-calendar-pane" };
+const DIVIDENDS: OverviewFunctionLink = { name: "Dividends", tabId: "dividend-yield", templateId: "dividend-yield-pane" };
+
+const MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
+const ISO_DATE = /^\d{4}-\d{2}-\d{2}$/;
+
+const finite = (value: number | undefined): value is number => value != null && Number.isFinite(value);
+
+/** Whole calendar days from `today` to `date`, both YYYY-MM-DD. */
+function daysUntil(date: string, today: string): number {
+  return Math.round((Date.parse(`${date}T00:00:00Z`) - Date.parse(`${today}T00:00:00Z`)) / 86_400_000);
+}
+
+/** "Sep 10", or "Dec 12, 25" in another year. */
+function calendarDate(date: string, today: string): string {
+  return formatShortDate(`${date}T00:00:00Z`, { year: date.slice(0, 4) === today.slice(0, 4) ? false : "2-digit", utc: true });
+}
+
+/** "in 49d", then "49d" for a narrow column. */
+function daysAhead(days: number, prefix?: string): string[] {
+  const lead = prefix ? `${prefix} ` : "";
+  return days === 0 ? [`${lead}today`] : [`${lead}in ${days}d`, `${lead}${days}d`];
+}
+
 function compactPositionAccount(position: TickerPosition): string {
   const rawAccount = position.brokerAccountId || position.portfolio;
   const isBrokerPortfolio = rawAccount.startsWith("broker:");
@@ -42,6 +71,8 @@ export function buildOverviewStats({
   quoteCurrency,
   baseCurrency,
   marketCapExchangeRates = new Map(),
+  nextEarnings,
+  today,
 }: {
   quote: Quote | undefined;
   fundamentals: TickerFinancials["fundamentals"] | undefined;
@@ -49,6 +80,9 @@ export function buildOverviewStats({
   baseCurrency: string;
   toBase: CurrencyConverter;
   marketCapExchangeRates?: ReadonlyMap<string, number>;
+  nextEarnings?: NextEarnings;
+  /** The listing's calendar day, YYYY-MM-DD; dates before it are left out. */
+  today?: string;
 }): StatField[] {
   const stats: StatField[] = [];
   const money = (value: number, perShare = false) => formatReportedMoney(value, fundamentals?.financialCurrency, perShare);
@@ -73,6 +107,9 @@ export function buildOverviewStats({
   if (fundamentals?.sharesOutstanding) {
     stats.push({ label: "Shares Out", value: formatCompact(fundamentals.sharesOutstanding) });
   }
+  if (finite(fundamentals?.floatShares) && fundamentals.floatShares > 0) {
+    stats.push({ label: "Float", value: formatCompact(fundamentals.floatShares) });
+  }
   const trailingPE = liveTrailingPE(quote, fundamentals);
   if (trailingPE != null) {
     stats.push({ label: "P/E (TTM)", value: formatPriceEarnings(trailingPE) });
@@ -87,11 +124,31 @@ export function buildOverviewStats({
   if (fundamentals?.pegRatio != null) {
     stats.push({ label: "PEG", value: formatNumber(fundamentals.pegRatio, 2) });
   }
+  // A report the payload still lists after its day has passed is not the next one.
+  if (today && nextEarnings && ISO_DATE.test(nextEarnings.date) && nextEarnings.date >= today) {
+    const timing = nextEarnings.timing?.toUpperCase();
+    stats.push({
+      label: "Earnings",
+      value: calendarDate(nextEarnings.date, today),
+      detail: daysAhead(daysUntil(nextEarnings.date, today), timing),
+      link: EARNINGS,
+    });
+  }
   const dividendYield = liveDividendYield(quote, fundamentals);
   if (fundamentals && dividendYield != null) {
     const label = fundamentals.dividendYieldBasis === "forward" ? "Fwd Div Yld" : fundamentals.dividendYieldBasis === "trailing" ? "TTM Div Yld" : "Div Yield";
     stats.push({ label, value: formatLevelPercent(dividendYield) });
   }
+  const exDividendDate = fundamentals?.exDividendDate;
+  if (exDividendDate && ISO_DATE.test(exDividendDate)) {
+    const days = today ? daysUntil(exDividendDate, today) : -1;
+    stats.push({
+      label: "Ex-Dividend",
+      value: calendarDate(exDividendDate, today ?? exDividendDate),
+      detail: days >= 0 ? daysAhead(days) : undefined,
+      link: DIVIDENDS,
+    });
+  }
   if (fundamentals?.revenue != null) {
     stats.push({ label: "Revenue", value: money(fundamentals.revenue) });
   }
@@ -119,10 +176,59 @@ export function buildOverviewStats({
   } else if (fundamentals?.enterpriseValue != null) {
     stats.push({ label: "EV", value: formatCompactCurrency(fundamentals.enterpriseValue, quoteCurrency) });
   }
+  if (finite(fundamentals?.beta)) {
+    stats.push({ label: "Beta", value: formatNumber(fundamentals.beta, 2), link: RELATIONSHIP_GRAPH });
+  }
+  if (finite(fundamentals?.shortPercentOfFloat)) {
+    stats.push({
+      label: "Short Float",
+      value: formatLevelPercent(fundamentals.shortPercentOfFloat),
+      detail: finite(fundamentals.shortRatio) ? `${formatNumber(fundamentals.shortRatio, 1)}d to cover` : undefined,
+      link: SHORT_INTEREST,
+    });
+  }
+  if (finite(fundamentals?.institutionPercentHeld)) {
+    stats.push({ label: "Inst Own", value: formatLevelPercent(fundamentals.institutionPercentHeld), link: HOLDERS });
+  }
+  if (finite(fundamentals?.insiderPercentHeld)) {
+    stats.push({ label: "Insider Own", value: formatLevelPercent(fundamentals.insiderPercentHeld), link: HOLDERS });
+  }
 
   return stats;
 }
 
+/** Who the company is: instrument type, classification, head count, site and identifiers. */
+export function buildProfileFields({
+  instrumentType,
+  sector,
+  industry,
+  profile,
+  isin,
+}: {
+  instrumentType?: string;
+  sector?: string;
+  industry?: string;
+  profile?: CompanyProfile;
+  isin?: string;
+}): StatField[] {
+  const fields: StatField[] = [];
+  if (instrumentType) fields.push({ label: "Type", value: instrumentType });
+  if (sector) fields.push({ label: "Sector", value: sector });
+  if (industry) fields.push({ label: "Industry", value: industry });
+  if (finite(profile?.employees) && profile.employees > 0) {
+    fields.push({ label: "Employees", value: formatNumber(profile.employees, 0) });
+  }
+  const fiscalMonth = MONTHS[Number(/^(\d{2})-\d{2}$/.exec(profile?.fiscalYearEnd ?? "")?.[1]) - 1];
+  if (fiscalMonth) fields.push({ label: "FY End", value: fiscalMonth });
+  if (profile?.sic) fields.push({ label: "SIC", value: profile.sic, detail: profile.sicDescription, clipDetail: true });
+  const website = profile?.website ? safeExternalUrl(profile.website) : null;
+  if (website) {
+    fields.push({ label: "Website", value: new URL(website).hostname.replace(/^www\./, ""), url: website });
+  }
+  if (isin) fields.push({ label: "ISIN", value: isin });
+  return fields;
+}
+
 export function buildPositionRows({
   ticker,
   quote,

package/src/plugins/builtin/ticker-detail/overview/pane.tsx

@@ -6,8 +6,11 @@ import {
   usePaneInstance,
   usePaneTicker,
 } from "../../../../state/app/context";
+import { usePluginAppActions } from "../../../runtime";
 import { getTickerResearchPaneSettings } from "../settings";
 import { OverviewTab } from "../overview-tab";
+import { useOpenResearchTab } from "../research-tab-navigation";
+import type { OverviewFunctionLink } from "./types";
 
 /** Registered by the chart composer, in the same plugin as this tab. */
 const CHART_TAB_ID = "chart";
@@ -17,11 +20,19 @@ export function OverviewResearchTab({ width, focused }: TickerResearchTabProps)
   const dispatch = useAppDispatch();
   const paneId = useOptionalPaneInstanceId();
   const paneInstance = usePaneInstance();
+  const openResearchTab = useOpenResearchTab();
+  const { createPaneFromTemplate } = usePluginAppActions();
   // A pane locked to one tab has nowhere to go.
   const lockedToOneTab = getTickerResearchPaneSettings(paneInstance?.settings).hideTabs;
   const openChart = useCallback(() => {
     if (paneId) dispatch({ type: "UPDATE_PANE_STATE", paneId, patch: { activeTabId: CHART_TAB_ID } });
   }, [dispatch, paneId]);
+  // A figure opens its function here when this pane has that tab, and in its own pane otherwise.
+  const openFunction = useCallback((link: OverviewFunctionLink) => {
+    if (link.tabId && openResearchTab?.(link.tabId)) return;
+    const symbol = ticker?.metadata.ticker;
+    if (symbol) createPaneFromTemplate(link.templateId, { symbol, symbols: [symbol], ticker });
+  }, [createPaneFromTemplate, openResearchTab, ticker]);
   return (
     <OverviewTab
       width={width}
@@ -29,6 +40,7 @@ export function OverviewResearchTab({ width, focused }: TickerResearchTabProps)
       ticker={ticker}
       financials={financials}
       onOpenChart={paneId && !lockedToOneTab ? openChart : undefined}
+      onOpenFunction={openFunction}
     />
   );
 }

package/src/plugins/builtin/ticker-detail/overview/types.ts

@@ -1,7 +1,28 @@
+/**
+ * The research function a figure opens: the Ticker Research tab that shows
+ * it when this pane has one, otherwise the function's own pane.
+ */
+export interface OverviewFunctionLink {
+  /** Named in the pane menu ("Open Holders"). */
+  name: string;
+  tabId?: string;
+  templateId: string;
+}
+
 export interface StatField {
   label: string;
   value: string;
   valueColor?: string;
+  /**
+   * Muted context after the value (days to cover, days to go), shown whole or
+   * not at all; a list offers shorter forms for narrow columns.
+   */
+  detail?: string | readonly string[];
+  /** Descriptive context (a SIC title) that may be cut to fit instead. */
+  clipDetail?: boolean;
+  link?: OverviewFunctionLink;
+  /** An address the value opens in the browser. */
+  url?: string;
 }
 
 export interface PositionTableRow {

package/src/plugins/builtin/ticker-detail/overview-tab.tsx

@@ -1,4 +1,4 @@
-import { EmptyState, SectionHeading, usePaneNoticeFooter } from "../../../components";
+import { EmptyState, PaneLinkMenu, SectionHeading, usePaneNoticeFooter } from "../../../components";
 import { CompositeChart, pricePointsToResolvedSeries } from "../../../components/chart/composite";
 import { CompanyLogo } from "../../../components/company-logo";
 import { PriceReturnStrip } from "../../../components/price-performance";
@@ -16,8 +16,10 @@ import type { TickerRecord } from "../../../types/ticker";
 import { Box, ScrollBox, Text, TextAttributes, useUiCapabilities } from "../../../ui";
 import { resolveExchangeTimeZone } from "../../../utils/exchanges";
 import { convertCurrency, displayWidth, formatPercentRaw, truncateToDisplayWidth } from "../../../utils/format";
-import { CompactRangeBar, FundamentalsGrid, PositionTable, QuoteBook } from "./overview/components";
-import { buildOverviewStats, buildPositionRows } from "./overview/model";
+import { zonedDateKey } from "../../../utils/zoned-date-time";
+import { CompactRangeBar, FundamentalsGrid, PositionTable, QuoteBook, textGridColumns } from "./overview/components";
+import { buildOverviewStats, buildPositionRows, buildProfileFields } from "./overview/model";
+import type { OverviewFunctionLink } from "./overview/types";
 import { describeFundamentalMarketCap } from "../../../utils/market-capitalization";
 import { liveFiftyTwoWeekRange, liveMarketCapitalization } from "../portfolio-list/live-valuation";
 
@@ -28,6 +30,8 @@ interface OverviewTabProps {
   financials: TickerFinancials | null;
   /** A click on the price chart opens the full chart. */
   onOpenChart?: () => void;
+  /** A click on a figure opens its research function (beta to GR, holders to HDS). */
+  onOpenFunction?: (link: OverviewFunctionLink) => void;
 }
 
 export function OverviewTab(props: OverviewTabProps) {
@@ -35,7 +39,7 @@ export function OverviewTab(props: OverviewTabProps) {
   return <ResolvedOverviewTab {...props} ticker={props.ticker} />;
 }
 
-function ResolvedOverviewTab({ width, focused = false, ticker, financials, onOpenChart }: OverviewTabProps & { ticker: TickerRecord }) {
+function ResolvedOverviewTab({ width, focused = false, ticker, financials, onOpenChart, onOpenFunction }: OverviewTabProps & { ticker: TickerRecord }) {
   const baseCurrency = useAppSelector((state) => state.config.baseCurrency);
   const { width: termWidth } = useViewport();
   const { fractionalViewport = false, nativePaneChrome } = useUiCapabilities();
@@ -134,6 +138,16 @@ function ResolvedOverviewTab({ width, focused = false, ticker, financials, onOpe
     baseCurrency,
     toBase,
     marketCapExchangeRates: exchangeRates,
+    nextEarnings: financials?.nextEarnings,
+    // Report and ex-dividend dates are the listing's calendar days.
+    today: zonedDateKey(Date.now(), chartTimeZone ?? "America/New_York"),
+  });
+  const profileFields = buildProfileFields({
+    instrumentType,
+    sector,
+    industry,
+    profile,
+    isin: ticker.metadata.isin,
   });
   const performanceFields = buildPriceReturnFields(
     appendQuoteToPriceReturnHistory(financials?.priceHistory ?? [], historyQuote),
@@ -280,7 +294,9 @@ function ResolvedOverviewTab({ width, focused = false, ticker, financials, onOpe
         {stats.length > 0 && (
           <Box flexDirection="column">
             <SectionHeading title={t("Fundamentals")} />
-            <FundamentalsGrid fields={stats} width={contentWidth} />
+            <PaneLinkMenu>
+              <FundamentalsGrid fields={stats} width={contentWidth} onOpenLink={onOpenFunction} />
+            </PaneLinkMenu>
           </Box>
         )}
 
@@ -291,35 +307,12 @@ function ResolvedOverviewTab({ width, focused = false, ticker, financials, onOpe
           </Box>
         )}
 
-        {/* Sector / Industry / Type */}
-        {(sector || industry || instrumentType) && (
-          <Box flexDirection="row" height={1} gap={3}>
-            {instrumentType && (
-              <Box flexDirection="row">
-                <Text fg={colors.textDim}>{t("Type")}: </Text>
-                <Text fg={colors.text}>{instrumentType}</Text>
-              </Box>
-            )}
-            {sector && (
-              <Box flexDirection="row">
-                <Text fg={colors.textDim}>{t("Sector")}: </Text>
-                <Text fg={colors.text}>{sector}</Text>
-              </Box>
-            )}
-            {industry && (
-              <Box flexDirection="row">
-                <Text fg={colors.textDim}>{t("Industry")}: </Text>
-                <Text fg={colors.text}>{industry}</Text>
-              </Box>
-            )}
-          </Box>
-        )}
-
-        {/* ISIN */}
-        {ticker.metadata.isin && (
-          <Box flexDirection="row" height={1}>
-            <Text fg={colors.textDim}>{t("ISIN")}: </Text>
-            <Text fg={colors.text}>{ticker.metadata.isin}</Text>
+        {profileFields.length > 0 && (
+          <Box flexDirection="column">
+            <SectionHeading title={t("Profile")} />
+            <PaneLinkMenu>
+              <FundamentalsGrid fields={profileFields} width={contentWidth} columns={textGridColumns(profileFields, contentWidth)} />
+            </PaneLinkMenu>
           </Box>
         )}
 

package/src/plugins/builtin/ticker-detail/pane.tsx

@@ -35,6 +35,7 @@ import { parsePublicTickerKey } from "../../../utils/exchanges";
 import { tickerHasYahooSuffix } from "../../../sources/yahoo-finance/symbols";
 import { tickerQuoteFooterInfo } from "./quote-footer";
 import { ResearchTabKeysProvider, useResearchTabKeysHost } from "./research-tab-keys";
+import { ResearchTabNavigationProvider } from "./research-tab-navigation";
 
 const TICKER_RESEARCH_TAB_COMMIT_DELAY_MS = 120;
 /** A tab counts as viewed once it stays open this long, not when h/l passes over it. */
@@ -261,6 +262,12 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
   }, [focused, registry, resolvedTabId, showTabs]);
   const contentHeight = Math.max(1, height - tabBarHeight);
   const visibleTabIds = useMemo(() => new Set(allTabs.map((tab) => tab.id)), [visibleTabIdKey]);
+  // A figure on one tab can open the tab that explains it (holders, short interest).
+  const openResearchTab = useCallback((tabId: string) => {
+    if (!visibleTabIds.has(tabId)) return false;
+    setActiveTabId(tabId);
+    return true;
+  }, [setActiveTabId, visibleTabIds]);
   const renderedTabIds = useMemo(() => {
     const next = new Set<string>();
     for (const tabId of mountedTabIds) {
@@ -331,12 +338,14 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
               >
                 <PaneFooterScope active={isActive}>
                   <NestedPaneTabs>
-                    <TickerResearchTab
-                      width={width}
-                      height={contentHeight}
-                      focused={focused && isActive}
-                      onCapture={isActive ? handlePluginCapture : ignorePluginCapture}
-                    />
+                    <ResearchTabNavigationProvider value={showTabs ? openResearchTab : null}>
+                      <TickerResearchTab
+                        width={width}
+                        height={contentHeight}
+                        focused={focused && isActive}
+                        onCapture={isActive ? handlePluginCapture : ignorePluginCapture}
+                      />
+                    </ResearchTabNavigationProvider>
                   </NestedPaneTabs>
                 </PaneFooterScope>
               </Box>

package/src/plugins/builtin/ticker-detail/research-tab-navigation.tsx

@@ -0,0 +1,14 @@
+import { createContext, useContext } from "react";
+
+/** Selects a research tab and says whether this pane shows it for the ticker. */
+export type OpenResearchTab = (tabId: string) => boolean;
+
+const ResearchTabNavigationContext = createContext<OpenResearchTab | null>(null);
+
+/** `null` while the pane is locked to one tab. */
+export const ResearchTabNavigationProvider = ResearchTabNavigationContext.Provider;
+
+/** Null outside the research pane, or while it has no tab strip to move. */
+export function useOpenResearchTab(): OpenResearchTab | null {
+  return useContext(ResearchTabNavigationContext);
+}

package/src/plugins/dependencies.ts

@@ -0,0 +1,56 @@
+import { existsSync, readFileSync } from "fs";
+import { join } from "path";
+import { linkHostPackages } from "./host-link";
+
+/**
+ * The Bun that installs a plugin's dependencies, and the environment to run
+ * it in. A packaged desktop app and the compiled terminal usually have no
+ * `bun` on PATH (an app opened from the Finder gets a minimal PATH), and the
+ * install then failed quietly, leaving plugins such as BYOK AI without their
+ * packages. The running executable is Bun either way: the desktop's Bun
+ * process is the bun binary itself, and a compiled binary acts as the Bun CLI
+ * when BUN_BE_BUN is set.
+ */
+export function bunCommand(): { command: string; env?: NodeJS.ProcessEnv } | null {
+  const onPath = typeof Bun !== "undefined" ? Bun.which("bun") : null;
+  if (onPath) return { command: onPath };
+  if (typeof Bun === "undefined") return null;
+  return { command: process.execPath, env: { ...process.env, BUN_BE_BUN: "1" } };
+}
+
+/** Runtime dependencies a plugin declares that are not in its `node_modules`. */
+export function missingPluginDependencies(pluginDir: string): string[] {
+  let dependencies: unknown;
+  try {
+    dependencies = JSON.parse(readFileSync(join(pluginDir, "package.json"), "utf8")).dependencies;
+  } catch {
+    return [];
+  }
+  if (!dependencies || typeof dependencies !== "object") return [];
+  return Object.keys(dependencies).filter((name) => !existsSync(join(pluginDir, "node_modules", name, "package.json")));
+}
+
+/**
+ * Installs the dependencies of a plugin that was installed without them, and
+ * relinks `gloomberb` and `react`, which `bun install` prunes. Runs through
+ * `Bun.spawn` so the loader, which the desktop view also bundles, pulls in no
+ * Node process module.
+ */
+export async function installPluginDependencies(pluginDir: string): Promise<boolean> {
+  const bun = bunCommand();
+  if (!bun) return false;
+  let code: number | null = null;
+  try {
+    const child = Bun.spawn([bun.command, "install", "--production"], {
+      cwd: pluginDir,
+      env: bun.env ?? process.env,
+      stdout: "ignore",
+      stderr: "ignore",
+    });
+    code = await child.exited;
+  } catch {
+    code = null;
+  }
+  linkHostPackages(pluginDir);
+  return code === 0;
+}

package/src/plugins/host-link.ts

@@ -1,5 +1,5 @@
-import { existsSync, lstatSync, mkdirSync, readFileSync, readlinkSync, rmSync, symlinkSync } from "fs";
-import { dirname, join, resolve } from "path";
+import { existsSync, lstatSync, mkdirSync, readFileSync, realpathSync, rmSync, symlinkSync, unlinkSync, type Stats } from "fs";
+import { basename, dirname, join, resolve } from "path";
 
 import { installPluginHostResolver } from "./host-resolver";
 import { isPluginPackageName, pluginDirectoryNames } from "./plugin-names";
@@ -88,18 +88,34 @@ export function hostPublicModules(): ReadonlyMap<string, string> {
 function linkTarget(hostRoot: string, pkg: string): string | null {
   if (pkg === "gloomberb") return hostRoot;
   const candidate = join(hostRoot, "node_modules", pkg);
-  return existsSync(candidate) ? candidate : null;
+  if (existsSync(candidate)) return candidate;
+  // A global install hoists dependencies beside the package rather than
+  // inside it (`bun add -g` keeps one flat node_modules), so `react` is found
+  // the way the host itself resolves it.
+  try {
+    return dirname(Bun.resolveSync(`${pkg}/package.json`, hostRoot));
+  } catch {
+    return null;
+  }
 }
 
-/** True when `path` is already a symlink pointing at `target`. */
+/** True when `path` is already a link pointing at `target`. Compared by real
+ * path: Windows spells a junction's target its own way. */
 function alreadyLinked(path: string, target: string): boolean {
   try {
-    return lstatSync(path).isSymbolicLink() && resolve(dirname(path), readlinkSync(path)) === resolve(target);
+    return isLink(path, lstatSync(path)) && realpathSync(path) === realpathSync(target);
   } catch {
     return false;
   }
 }
 
+/** A symlink or a junction. A directory whose real path is somewhere else is
+ * treated as a link too, so a recursive delete never walks into its target. */
+function isLink(path: string, stats: Stats): boolean {
+  if (stats.isSymbolicLink()) return true;
+  return stats.isDirectory() && realpathSync(path) !== join(realpathSync(dirname(path)), basename(path));
+}
+
 /**
  * Makes `linkPath` a directory symlink to `target`, replacing whatever is
  * there. A real directory means `bun install` fetched a second copy; replacing
@@ -109,10 +125,13 @@ function alreadyLinked(path: string, target: string): boolean {
 function ensureDirLink(linkPath: string, target: string): void {
   if (alreadyLinked(linkPath, target)) return;
   mkdirSync(dirname(linkPath), { recursive: true });
-  if (existsSync(linkPath) || lstatSync(linkPath, { throwIfNoEntry: false })) {
-    rmSync(linkPath, { recursive: true, force: true });
-  }
-  symlinkSync(target, linkPath, "dir");
+  const existing = lstatSync(linkPath, { throwIfNoEntry: false });
+  if (existing && isLink(linkPath, existing)) unlinkSync(linkPath);
+  else if (existing) rmSync(linkPath, { recursive: true, force: true });
+  // A directory symlink on Windows needs Developer Mode or admin rights, and
+  // without them every external plugin lost `gloomberb` and `react`. A
+  // junction needs neither; other platforms ignore the type.
+  symlinkSync(target, linkPath, process.platform === "win32" ? "junction" : "dir");
 }
 
 /**

package/src/plugins/installer.ts

@@ -4,6 +4,7 @@ import { execFile as execFileCallback, execFileSync, spawn } from "child_process
 import { promisify } from "util";
 import { findAbsorbedPlugin, type AbsorbedPlugin } from "./absorbed";
 import type { PluginPin } from "./builtin/plugin-marketplace/store";
+import { bunCommand } from "./dependencies";
 import { linkHostPackages } from "./host-link";
 import {
   findAbsorbedCheckout,
@@ -241,7 +242,10 @@ async function installDependencies(targetDir: string, quiet: boolean): Promise<v
   // symlinked in instead, and pulling a second full copy here would both
   // waste a lot of disk and risk a duplicate React.
   const output = quiet ? "pipe" : "inherit";
-  const result = await run("bun", ["install", "--production"], targetDir, { stdout: output, stderr: output }).catch(() => null);
+  const bun = bunCommand();
+  const result = bun
+    ? await run(bun.command, ["install", "--production"], targetDir, { stdout: output, stderr: output }, bun.env).catch(() => null)
+    : null;
   if (result?.code !== 0 && !quiet) console.error(cliStyles.warning("Warning: failed to install plugin dependencies."));
 
   // After `bun install`, which prunes links it does not know about.

package/src/plugins/loader.ts

@@ -7,6 +7,7 @@ import { debugLog } from "../utils/debug-log";
 import { reportCrash } from "../telemetry/crash-reports";
 import { findAbsorbedPlugin, type AbsorbedPlugin } from "./absorbed";
 import { checkPluginCompatibility, explainPluginLoadError, findMissingHostExport, pluginSourceFiles, readPluginManifest } from "./compat";
+import { installPluginDependencies, missingPluginDependencies } from "./dependencies";
 import { linkHostPackages } from "./host-link";
 import { pluginFromModule, pluginSupportsTarget } from "./plugin-export";
 
@@ -252,6 +253,16 @@ export async function loadExternalPlugin(
     };
   }
 
+  // A plugin installed where `bun` was not on PATH never got its packages.
+  // Not for a linked checkout: that is the author's to install.
+  if (!linked) {
+    const missing = missingPluginDependencies(pluginDir);
+    if (missing.length > 0) {
+      loaderLog.info(`Installing ${directory}'s missing dependencies: ${missing.join(", ")}`);
+      await installPluginDependencies(pluginDir);
+    }
+  }
+
   const restart = hasStaleModules(pluginDir, commit) ? { needsRestart: true } : {};
   if (!importedCommits.has(pluginDir)) importedCommits.set(pluginDir, commit);
 

package/src/sources/gloomberb-cloud/normalizers.ts

@@ -3,6 +3,7 @@ import type { TimeRange } from "../../time-series/range";
 import type {
   FinancialStatement,
   Fundamentals,
+  NextEarnings,
   OptionsChain,
   PricePoint,
   Quote,
@@ -206,6 +207,19 @@ export function mapCloudFundamentals(fundamentals: Fundamentals | undefined): Fu
   return result;
 }
 
+const EARNINGS_TIMINGS: ReadonlySet<unknown> = new Set(["bmo", "dmh", "amc"]);
+const EARNINGS_TIMING_SOURCES: ReadonlySet<unknown> = new Set(["filing", "calendar", "history"]);
+
+/** The served next report; one without a calendar date is left out. */
+function mapCloudNextEarnings(value: NextEarnings | undefined): NextEarnings | undefined {
+  if (!value || typeof value.date !== "string" || !/^\d{4}-\d{2}-\d{2}$/.test(value.date)) return undefined;
+  return {
+    date: value.date,
+    timing: EARNINGS_TIMINGS.has(value.timing) ? value.timing : null,
+    timingSource: EARNINGS_TIMING_SOURCES.has(value.timingSource) ? value.timingSource : null,
+  };
+}
+
 /**
  * A served statement row with withdrawn values read as declared gaps, without
  * the per-issuer provenance the service can still attach.
@@ -228,6 +242,7 @@ export function mapCloudFinancials(
     quoteMetadata: financials.quoteMetadata,
     quoteContributions: financials.quoteContributions,
     profile: financials.profile,
+    ...(financials.nextEarnings ? { nextEarnings: mapCloudNextEarnings(financials.nextEarnings) } : {}),
     fundamentals: mapCloudFundamentals(financials.fundamentals),
     financialCurrency: financials.financialCurrency,
     statementHistory: financials.statementHistory,

package/src/sources/provider-router/financials.ts

@@ -57,11 +57,13 @@ function excludeNonCompanyFinancials(financials: TickerFinancials): TickerFinanc
       dividendYieldBasis: statistics.dividendYieldBasis,
       dividendYieldSource: statistics.dividendYieldSource,
       dividendRate: statistics.dividendRate,
+      exDividendDate: statistics.exDividendDate,
       source: statistics.source,
       fetchedAt: statistics.fetchedAt,
       stale: statistics.stale,
     } : undefined,
     profile: fund && financials.profile?.description ? { description: financials.profile.description } : undefined,
+    nextEarnings: undefined,
     annualStatements: [],
     quarterlyStatements: [],
   };

package/src/types/financials.ts

@@ -147,6 +147,20 @@ export interface Fundamentals {
   return3Y?: number;
   lastQuarterGrowth?: number;
   sharesOutstanding?: number;
+  /** Free float: shares outstanding less insider and strategic holdings. */
+  floatShares?: number;
+  beta?: number;
+  /** Shares sold short at the source's latest settlement. */
+  sharesShort?: number;
+  /** Shares short over float from the same observation, as a fraction (0.0127 for 1.27%). */
+  shortPercentOfFloat?: number;
+  /** Days to cover: shares short over average daily volume. */
+  shortRatio?: number;
+  /** Fractions of shares outstanding. */
+  insiderPercentHeld?: number;
+  institutionPercentHeld?: number;
+  /** The latest ex-dividend date (YYYY-MM-DD) while the dividend is being paid. */
+  exDividendDate?: string;
 }
 
 type HolderOwnerType = "institution" | "fund" | "direct" | "insider";
@@ -287,6 +301,22 @@ export interface CompanyProfile {
   description?: string;
   sector?: string;
   industry?: string;
+  employees?: number;
+  website?: string;
+  /** SEC Standard Industrial Classification, four digits (US filers). */
+  sic?: string;
+  sicDescription?: string;
+  /** Fiscal year end as MM-DD (US filers). */
+  fiscalYearEnd?: string;
+}
+
+/** A company's next report from the earnings calendar. */
+export interface NextEarnings {
+  date: string;
+  /** Before the open, during market hours, after the close. */
+  timing: "bmo" | "dmh" | "amc" | null;
+  /** "history" when the timing is predicted from the last two reports. */
+  timingSource: "filing" | "calendar" | "history" | null;
 }
 
 export type IncomeStatementField = "netIncome" | "netIncomeIncludingNoncontrollingInterests" | "netIncomeCommonStockholders";
@@ -664,6 +694,7 @@ export interface TickerFinancials {
   quoteContributions?: QuoteContributionMap;
   fundamentals?: Fundamentals;
   profile?: CompanyProfile;
+  nextEarnings?: NextEarnings;
   annualStatements: FinancialStatement[];
   quarterlyStatements: FinancialStatement[];
   priceHistory: PricePoint[];