gloomberb 0.15.7 → 0.16.0

package/src/cli/pane-functions/function-help.ts

@@ -79,6 +79,7 @@ const TABS = key("h/l", " tabs");
 const OPEN = key("Enter", " open");
 const SEARCH = key("/", "search");
 const OPEN_SOURCE = key("o", "pen source");
+const POP_OUT = key("p", "op out");
 const STEP = key("←/→", " step");
 const CHART_KEYS = [key("s", "eries"), key("i", "ndicators"), key("t", "imeframe"), key("f", "ormulas")];
 
@@ -168,6 +169,13 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: QUOTES,
     bloomberg: ["HP"],
   },
+  RETURN: {
+    summary: "Interval and cumulative price returns in a scrollable table, for a selectable range and granularity.",
+    usage: ["RETURN AAPL"],
+    keys: [key("/", "search")],
+    data: QUOTES,
+    bloomberg: [],
+  },
   GR: {
     summary: "How two tickers move together: indexed prices, their ratio, rolling correlation, and a return regression with beta, alpha and R².",
     usage: ["GR NVDA, AMD"],
@@ -283,6 +291,34 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: DAILY_CLOSES,
     bloomberg: ["SEAS"],
   },
+  RIPL: {
+    summary: "Which of my holdings are tied to a company that reports soon? Customers your holdings name in their filings, and suppliers whose filings name your holdings, with the disclosed revenue share, by report date.",
+    usage: ["RIPL", "RIPL CRUS QRVO"],
+    keys: [key("Enter", " supply chain"), key("e", "arnings")],
+    data: ON_RELEASE,
+    bloomberg: [],
+  },
+  RDCF: {
+    summary: "What growth is the price assuming? The yearly free cash flow growth over ten years that makes a DCF equal today's enterprise value, next to the growth the company delivered.",
+    usage: ["RDCF AAPL"],
+    keys: [],
+    data: ON_RELEASE,
+    bloomberg: [],
+  },
+  PEB: {
+    summary: "Is the stock cheap or rich against itself? Weekly price against round multiples of trailing EPS, stepping when each EPS figure became known, with today's P/E ranked in its own history.",
+    usage: ["PEB AAPL", "PEB RELIANCE.NS"],
+    keys: [],
+    data: ON_RELEASE,
+    bloomberg: [],
+  },
+  MDAY: {
+    summary: "Does this name care about CPI day? Its average move on CPI, jobs report and FOMC days against a normal day, the average signed move and share of up days, and the move on every release day.",
+    usage: ["MDAY SPY"],
+    keys: [],
+    data: DAILY_CLOSES,
+    bloomberg: [],
+  },
   VCA: {
     summary: "IV rank, term slope, skew and IV against realized vol for up to 60 US tickers, flagged rich or cheap against each name's own year. Alone it screens index and sector ETFs.",
     usage: ["VCA", "VCA NVDA, AAPL, TSLA"],
@@ -354,6 +390,13 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: same("Twice a month, as FINRA publishes"),
     bloomberg: ["SI"],
   },
+  SIW: {
+    summary: "Which of your names are crowded shorts that are moving up? Short interest as a share of float, days to cover, the change since the prior settlement and the month's price move across your portfolios and watchlists, or the tickers you give.",
+    usage: ["SIW", "SIW GME, AMC, CVNA"],
+    keys: [OPEN],
+    data: same("Twice a month, as FINRA publishes; daily closes"),
+    bloomberg: [],
+  },
   SIV: {
     summary: "FINRA daily off-exchange short volume as a share of volume, against its one-year range. Not short interest; SI has that.",
     usage: ["SIV TSLA"],
@@ -410,6 +453,90 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: pro("As calls, stories and filings arrive"),
     bloomberg: ["NSE"],
   },
+  COVN: {
+    summary: "Financial maintenance covenant thresholds, matching reported values and supported headroom. Open a covenant for its definition, calculation limits, literal filing evidence and instrument revisions.",
+    usage: ["COVN FICO"],
+    keys: [TABS, OPEN, OPEN_SOURCE, key("f", "a"), key("m", "aturities")],
+    data: { free: "As filed; three supported rows per section", pro: "As filed; all covenants, evidence and revisions" },
+    bloomberg: ["CAST"],
+  },
+  CRDOC: {
+    summary: "Issuer capital structure, contractual covenants, supported headroom and maturity walls. Open each instrument for verbatim filing evidence and immutable amendment history. Screen for low headroom and approaching springing maturities.",
+    usage: ["CRDOC FICO", "COVN AAPL"],
+    keys: [TABS, OPEN, OPEN_SOURCE, key("d", "es"), key("f", "a"), key("m", "aturities"), key("c", "ds")],
+    data: { free: "As filed; three rows per section with supporting evidence", pro: "As filed; all stored terms, revisions and risk screens" },
+    bloomberg: ["CAST", "DDIS"],
+  },
+  ATTN: {
+    summary: "See which tickers opted-in Gloom users are researching, with delayed privacy-qualified hourly counts, abnormal attention, sectors, countries and market context. Suppressed activity is unavailable, never zero.",
+    usage: ["ATTN", "ATTN 6758:JPX"],
+    keys: [OPEN, key("e", "vidence"), key("d", "es"), key("g", "raph"), key("n", "ews")],
+    data: { free: "Three published rows per section and the latest history point", pro: "All published rows and hourly history; minimum one-hour publication lag" },
+    bloomberg: [],
+  },
+  HIRE: {
+    summary: "Pro hiring momentum: weekly observed open roles, additions and removals, role families, seniority, remote and location mix, peers and primary posting evidence. Observed requisitions are not headcount. No argument opens the covered-company board.",
+    usage: ["HIRE", "HIRE NET", "HIRE 0700:HKEX"],
+    keys: [TABS, OPEN, key("e", "vidence"), key("o", "pen source"), key("d", "es"), key("g", "raph")],
+    data: { free: "Latest values and three rows per section", pro: "Weekly history, all stored observations and evidence" },
+    bloomberg: [],
+  },
+  APPS: {
+    summary: "Pro app attention: public app ranks by country, rank velocity, rating drift and country spreads, mapped through developers to listed parents. Evidence preserves capture and ownership revisions. Ranks are not downloads or revenue.",
+    usage: ["APPS", "APPS META", "APPS 0700:HKEX"],
+    keys: [TABS, OPEN, key("e", "vidence"), key("o", "pen source"), key("d", "es"), key("g", "raph")],
+    data: { free: "Latest values and three rows per section", pro: "Daily observations, full history, countries and evidence" },
+    bloomberg: [],
+  },
+  CATL: {
+    summary: "Regulatory, clinical, legal and trade-policy events linked to companies. Filter the calendar by type, agency, country and sector, follow upcoming dates or observed changes, and inspect source evidence and revision history.",
+    usage: ["CATL", "CATL PFE", "CATL NOVN:SIX"],
+    keys: [TABS, OPEN, OPEN_SOURCE, key("a", "lert"), key("d", "es")],
+    data: { free: "Three events with primary-source evidence", pro: "All stored events, revision history and local alerts" },
+    bloomberg: [],
+  },
+  LITI: {
+    summary: "Company litigation, enforcement and antitrust dockets with primary documents, resolved parties, dated status changes and revision history. Published coverage varies by jurisdiction.",
+    usage: ["LITI AAPL", "LITI MSFT"],
+    keys: [TABS, OPEN, OPEN_SOURCE, key("t", "o calendar")],
+    data: { free: "Three company events with evidence", pro: "All stored company dockets and history" },
+    bloomberg: ["LITI"],
+  },
+  KPIS: {
+    summary: "Company operating KPIs, fiscal history and revisions with source quotes.",
+    usage: ["KPIS CRM", "KPIS 005930:KRX"],
+    keys: [TABS, OPEN, key("e", "vidence"), OPEN_SOURCE],
+    data: { free: "Pro dataset; fixed latest preview with evidence", pro: "As disclosed; all stored observations and history" },
+    bloomberg: [],
+  },
+  GUIDE: {
+    summary: "Management guidance ranges, raises, cuts and later actuals, with source quotes.",
+    usage: ["GUIDE DAL", "GUIDE CRM"],
+    keys: [TABS, OPEN, key("e", "vidence"), OPEN_SOURCE],
+    data: { free: "Pro dataset; fixed latest preview with evidence", pro: "As issued; full guidance history and actual matches" },
+    bloomberg: [],
+  },
+  EXPO: {
+    summary: "Pro scenario exposure engine. Trace country, supplier, customer, commodity, rate, FX and tariff shocks through holdings, disclosed revenue and supply chains. Table, Drivers, Paths and Portfolio preserve evidence, unknowns, signed NAV weights and separate operating denominators. Drivers adds sourced KPIs, guidance and credit disclosures.",
+    usage: ["EXPO AAPL=60% NVDA=40%", "EXPO PORT:portfolio-id", "EXPO WATCH:watchlist-id"],
+    keys: [TABS, OPEN, key("s", "cenario and holdings"), key("e", "vidence"), key("a", "ll company disclosures"), key("v", "isibility"), key("o", "pen source")],
+    data: { free: "One holding and one-hop evidence preview", pro: "Full holdings and up to four-hop paths, as filed" },
+    bloomberg: ["PORT", "SPLC"],
+  },
+  SPLC: {
+    summary: "Pro global supply chain research in Table, Flow, Graph and Path with a free preview. Filter filings, company announcements, calls and reported evidence. Follow up to four disclosed hops with ranked paths and estimated exposure. Unconfirmed leads stay separate and out of the flow. Evidence carries publisher, date, corroboration, permitted original-language quotes or links, labelled English glosses and native disclosed units.",
+    usage: ["SPLC NVDA", "SUPPLY AAPL", "SPLC 005930.KS", "SPLC 8035.T"],
+    keys: [OPEN, key("e", "vidence"), key("d", "es"), key("g", "raph")],
+    data: { free: "Three relationships per role with evidence and a one-hop graph preview", pro: "Full evidence tiers, one-to-four-hop graphs and ranked paths" },
+    bloomberg: ["SPLC"],
+  },
+  AWARDS: {
+    summary: "Government contracts mapped to verified listed parents, with a dated feed, company award history, agency concentration, sector leaders and awards relative to annual revenue. Inspect original evidence, revisions, subawards and modifications. Coverage varies by jurisdiction.",
+    usage: ["AWARDS", "AWARDS LMT", "AWARDS BA.:LSE"],
+    keys: [TABS, OPEN, SEARCH, key("e", "vidence"), key("o", "pen source"), key("d", "es"), key("f", "a"), key("g", "raph"), key("s", "plc"), key("c", "alendar")],
+    data: { free: "Pro preview: three rows per section", pro: "All collected awards, history, revisions and relationships" },
+    bloomberg: [],
+  },
   SEG: {
     summary: "Quarterly revenue by product, segment or region from the company's 10-Q and 10-K filings.",
     usage: ["SEG AAPL"],
@@ -452,6 +579,13 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: { free: "7 days delayed", pro: "As announced, spreads live" },
     bloomberg: ["MA"],
   },
+  DIST: {
+    summary: "Dated public records about companies in difficulty: 8-K bankruptcy, obligation and listing filings, SEC going-concern disclosures, Taiwan exchange listing designations, and French and UK insolvency notices. The Distress tab of MA.",
+    usage: ["DIST"],
+    keys: [key("←/→", " source"), OPEN, key("t", "icker"), key("o", "pen")],
+    data: same("As published: 8-K filings through the day, going-concern disclosures from monthly SEC data sets, listings and notices daily"),
+    bloomberg: [],
+  },
   ASKG: {
     summary: "Ask a question about what is on screen and watch the tools Gloom runs to answer it.",
     usage: ["ASKG why is NVDA down today"],
@@ -464,35 +598,35 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
   TOP: {
     summary: "Curated stories ranked by importance across wires, publishers and X, with tickers and category. The pane to keep open when you only want what matters.",
     usage: ["TOP"],
-    keys: [OPEN, key("t", "icker")],
+    keys: [OPEN, SEARCH, POP_OUT, key("t", "icker")],
     data: NEWS,
     bloomberg: ["TOP"],
   },
   N: {
     summary: "Every story as it arrives, newest first, with source, tickers, sentiment and importance; filter by sentiment or minimum score.",
     usage: ["N"],
-    keys: [OPEN, key("t", "icker"), key("y", " share")],
+    keys: [OPEN, SEARCH, POP_OUT, key("t", "icker"), key("y", " share")],
     data: NEWS,
     bloomberg: ["N"],
   },
   CN: {
     summary: "Stories linked to the ticker, newest first.",
     usage: ["CN NVDA"],
-    keys: [OPEN, key("t", "icker")],
+    keys: [OPEN, SEARCH, POP_OUT, key("t", "icker")],
     data: NEWS,
     bloomberg: ["CN"],
   },
   NI: {
     summary: "Market news by topic code (MNA, CB, ENERGY, REG, CRYPTO, EARN, IPO) or sector.",
     usage: ["NI ENERGY"],
-    keys: [OPEN, key("t", "icker")],
+    keys: [OPEN, SEARCH, POP_OUT, key("t", "icker")],
     data: NEWS,
     bloomberg: ["NI"],
   },
   FIRST: {
     summary: "Stories flagged as breaking or urgent. Turn on Notifications in its pane settings to hear about new ones while the pane is closed.",
     usage: ["FIRST"],
-    keys: [OPEN, key("t", "icker")],
+    keys: [OPEN, SEARCH, POP_OUT, key("t", "icker")],
     data: NEWS,
     bloomberg: ["FIRST"],
   },
@@ -516,16 +650,23 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     summary: "Major indices grouped by region with last, change and session status: which markets are open and how they closed.",
     usage: ["WEI"],
     keys: [OPEN],
-    data: same("Delayed up to 15 minutes"),
+    data: same(DELAYED),
     bloomberg: ["WEI"],
   },
   BI: {
-    summary: "S&P 500 sectors and industries sorted by the day's move, with their representative ETFs.",
+    summary: "S&P 500 sectors and industries sorted by the day's move, with their representative ETFs, and curated thematic baskets on the Themes tab.",
     usage: ["BI"],
     keys: [TABS, OPEN],
     data: QUOTES,
     bloomberg: ["IMAP"],
   },
+  THEM: {
+    summary: "Curated thematic baskets with equal-weight returns and breadth. Open a theme to see its members, leaders and laggards. The Themes tab of BI.",
+    usage: ["THEM", "THEM nuclear"],
+    keys: [TABS, OPEN, key("Esc", "back")],
+    data: same("Updated every 15 minutes"),
+    bloomberg: ["IMAP", "custom baskets"],
+  },
   RRG: {
     summary: "Each name's strength against SPY or another benchmark, plotted against its momentum with weekly trails through the four quadrants. Sector ETFs by default, or your tickers.",
     usage: ["RRG", "RRG NVDA, AAPL, MSFT"],
@@ -547,6 +688,13 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: FX,
     bloomberg: ["FXC"],
   },
+  PERP: {
+    summary: "Perpetual funding, open interest and premiums across crypto and stock, index, commodity and FX contracts. Per-market History and Evidence. Pro history with a latest-value free preview.",
+    usage: ["PERP", "PERP BTC", "PERP TSLA"],
+    keys: [TABS, SEARCH, OPEN_SOURCE, key("a", "lert"), key("e", "vidence"), key("d", "es"), key("f", "a"), key("g", "raph")],
+    data: { free: "Latest market values", pro: "Observed funding, open interest and stored history; source timestamps retained" },
+    bloomberg: [],
+  },
   CRYP: {
     summary: "The top coins by market cap, stablecoins on their own tab, with returns from a day to a year, a 30-day sparkline, volume and market cap.",
     usage: ["CRYP"],
@@ -558,7 +706,7 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     summary: "Front-month futures across equity index, rates, energy, metals, agriculture, livestock and FX with last price and session change, grouped by sector.",
     usage: ["FUT"],
     keys: [SEARCH, OPEN],
-    data: same("Delayed, usually 10 minutes"),
+    data: same(DELAYED),
     bloomberg: ["GLCO"],
   },
   CTM: {
@@ -582,6 +730,35 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: same("Weekly: Tuesday positions, out on Friday"),
     bloomberg: ["COT"],
   },
+  DOE: {
+    summary: "The EIA's weekly petroleum and natural gas storage numbers: crude, Cushing and the SPR, gasoline, distillates, jet fuel and propane, refinery runs, trade and demand, and gas storage by region. Each row shows the week's build or draw, the change on a year ago and where it sits in its five-year range; the selected one is charted over the year against the five-year band with a plain read of the numbers.",
+    usage: ["DOE", "NGS"],
+    keys: [],
+    data: same("Weekly, on release"),
+    bloomberg: ["DOE"],
+  },
+  POWER: {
+    summary: "Pro: global power interconnection queues, recorded MW history, completion and withdrawal cohorts, large-load requests and approvals, utility exposure and generation capacity. Open a project for primary evidence and revisions; mapped companies link to DES, FA, G and SPLC.",
+    usage: ["POWER", "POWER NEE"],
+    keys: [SEARCH, key("o", "pen source"), key("d", "es"), key("f", "a"), key("g", "raph"), key("s", "plc"), key("c", "ompute"), key("t", "BO")],
+    data: { free: "Three rows per section; limited history", pro: "Snapshots as public registers update; coverage by region" },
+    bloomberg: [],
+  },
+  GPU: {
+    summary: "Pro GPU rental list prices, provider-declared spot rates and marketplace asks in USD per GPU-hour. Compare clouds and hardware variants, inspect observations, anonymised third-party reference indices and dated price changes, and open related equities or TheBuildout.",
+    usage: ["GPU", "GPU H100", "GPU B200"],
+    keys: [key("t", "BO")],
+    data: same("Hourly asks and AWS spot; other published prices every 6 or 24 hours"),
+    bloomberg: [],
+  },
+  NGS: {
+    summary: "Lower 48 working gas in storage and each region's, the week's injection or withdrawal against a year ago and the five-year average, charted over the year. The Gas Storage tab of DOE.",
+    usage: ["NGS"],
+    keys: [],
+    data: same("Weekly, on release"),
+    bloomberg: [],
+    docs: "DOE",
+  },
   VIX: {
     summary: "Daily VIX tenor closes, the term structure and whether it is in contango or inverted, with the cross-asset volatility board beside it.",
     usage: ["VIX"],
@@ -647,6 +824,13 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: ON_RELEASE,
     bloomberg: ["ECST"],
   },
+  CPI: {
+    summary: "The US consumer price index by component: food, energy, core goods, shelter and services ex shelter, each with its weight, the month's change, three- and six-month annualised rates, the change on a year ago and its contribution in points to the headline. The selected row is charted month by month against the headline with a plain read of the numbers; the header gives the next release.",
+    usage: ["CPI", "CPI shelter", "ECAN"],
+    keys: [],
+    data: same("Monthly, on release"),
+    bloomberg: ["ECAN"],
+  },
   CBR: {
     summary: "Policy rates for the G20 central banks with the last move, its date and a one-year percentile; open one for its history.",
     usage: ["CBR"],
@@ -733,6 +917,34 @@ export const FUNCTION_HELP: Readonly<Record<string, FunctionHelp>> = {
     data: AS_FILED,
     bloomberg: ["CF"],
   },
+  ETF: {
+    summary: "A US-listed fund's SEC filings: registration statements and prospectus updates, shareholder reports, N-CEN and N-PORT reports. Open any of them inline.",
+    usage: ["ETF SPY"],
+    keys: [OPEN, OPEN_SOURCE],
+    data: AS_FILED,
+    bloomberg: [],
+  },
+  TRIAL: {
+    summary: "Clinical studies by condition, drug, or sponsor, with status, phase, and enrollment. Open the study record.",
+    usage: ["TRIAL", "TRIAL semaglutide"],
+    keys: [SEARCH, OPEN],
+    data: same("As studies are posted"),
+    bloomberg: [],
+  },
+  CLTR: {
+    summary: "SEC staff comment letters and company responses, newest first. Search their text, or type a ticker for one company's letters, and open a letter to read it.",
+    usage: ["CLTR", "CLTR revenue recognition", "CLTR AAPL"],
+    keys: [SEARCH, OPEN],
+    data: AS_FILED,
+    bloomberg: [],
+  },
+  FDA: {
+    summary: "FDA drug and device adverse event reports and drug recalls, by drug, device or firm name. A report is what someone observed, not proof the product caused it.",
+    usage: ["FDA", "FDA metformin", "FDA insulin pump"],
+    keys: [SEARCH, OPEN],
+    data: same("As FDA updates each dataset; drug reports quarterly"),
+    bloomberg: [],
+  },
   HDS: {
     summary: "Institutional holders as a table (value, shares, change, percent held) or as an ownership treemap.",
     usage: ["HDS NVDA"],

package/src/cli/pane-functions/headless.ts

@@ -170,6 +170,10 @@ export async function loadResolvedHeadlessPaneModel(
       const tickers = (await context.store.loadAllTickers()).filter(row => row.metadata.portfolios.includes(id));
       return { portfolio, tickers };
     },
+    async resolveWatchlist(id) {
+      if (!context.config.watchlists.some(row => row.id === id)) return null;
+      return (await context.store.loadAllTickers()).filter(row => row.metadata.watchlists.includes(id));
+    },
     async resolveInstrument(key) {
       const parsed = parsePublicTickerKey(key);
       const ticker = await context.store.loadTicker(key)

package/src/cli/pane-functions/screenshot-evidence.ts

@@ -1,3 +1,12 @@
+import { creditScreenshotEvidence } from "../../plugins/builtin/credit-documents/evidence";
+import { attentionScreenshotEvidence } from "../../plugins/builtin/attention/evidence";
+import { attentionScreenshotEvidence as companyAttentionScreenshotEvidence } from "../../plugins/builtin/company-attention/evidence";
+import { catalystsScreenshotEvidence, litigationScreenshotEvidence } from "../../plugins/builtin/catalysts/evidence";
+import { companyKpisScreenshotEvidence, companyGuidanceScreenshotEvidence } from "../../plugins/builtin/company-kpis/screenshot-evidence";
+import { powerScreenshotEvidence } from "../../plugins/builtin/power/evidence";
+import { exposureScreenshotEvidence } from "../../plugins/builtin/exposure/evidence";
+import { supplyScreenshotEvidence } from "../../plugins/builtin/supply-chain/evidence";
+import { awardsScreenshotEvidence } from "../../plugins/builtin/awards/evidence";
 import type { RemoteUiNodeSnapshot } from "../../remote/types";
 import type { TickerFinancials } from "../../types/financials";
 import type { DesktopPaneShotPayload, DesktopPaneShotRenderResult } from "../desktop-pane-shot";
@@ -67,6 +76,18 @@ export interface PaneScreenshotEvidenceHook<E extends PaneScreenshotEvidence = P
 
 /** Built-in panes that certify their captures with their own evidence. */
 const PANE_SCREENSHOT_EVIDENCE: readonly PaneScreenshotEvidenceHook[] = [
+  exposureScreenshotEvidence,
+  supplyScreenshotEvidence,
+  creditScreenshotEvidence,
+  attentionScreenshotEvidence,
+  companyAttentionScreenshotEvidence("hiring"),
+  companyAttentionScreenshotEvidence("apps"),
+  catalystsScreenshotEvidence,
+  litigationScreenshotEvidence,
+  companyKpisScreenshotEvidence,
+  companyGuidanceScreenshotEvidence,
+  awardsScreenshotEvidence,
+  powerScreenshotEvidence,
   calculatorScreenshotEvidence,
   scenarioScreenshotEvidence,
   realizedVolScreenshotEvidence,

package/src/cli/pane-functions/screenshot.ts

@@ -84,8 +84,19 @@ import {
   createFallbackTicker,
   fetchTickerFinancials,
   isFinancialAnalysisFunction,
+  readsDailyReturns,
+  withShotDailyReturns,
+  withShotPeriodEndHistory,
   withShotPriceHistory,
+  withShotSeasonalityHistory,
 } from "./data";
+import {
+  financialRatioRenderMismatches,
+  financialRatioShotEvidence,
+  financialRatioShotGap,
+  shotRatioTab,
+  type PaneScreenshotFinancialRatioEvidence,
+} from "./financial-ratio-shot";
 
 const DESKTOP_CELL_WIDTH_PX = 8;
 const DESKTOP_CELL_HEIGHT_PX = 18;
@@ -270,7 +281,7 @@ async function collectShotValuationSeries(
 }
 
 export interface PaneScreenshotExpectedSelection {
-  control: "metric" | "statement" | "period";
+  control: "metric" | "statement" | "ratio" | "period";
   value?: string;
   label?: string;
 }
@@ -368,6 +379,7 @@ export type PaneScreenshotDataEvidence =
   | PaneScreenshotPriceComparisonEvidence
   | PaneScreenshotFundamentalSeriesEvidence
   | PaneScreenshotFinancialStatementEvidence
+  | PaneScreenshotFinancialRatioEvidence
   | PaneScreenshotEvidence;
 
 export interface PaneScreenshotReadinessSignals {
@@ -550,7 +562,8 @@ export async function buildDesktopShotPayload(
       ?? data.quote?.listingExchangeName
       ?? data.quote?.exchangeName
       ?? "";
-    if (resolved.pane.id === "realized-vol" || resolved.pane.id === "iv-history" || resolved.pane.id === "iv-screen"
+    const fiveYearsDaily = resolved.pane.id === "realized-vol" || resolved.pane.id === "iv-history" || resolved.pane.id === "macro-day";
+    if (fiveYearsDaily || resolved.pane.id === "iv-screen" || resolved.pane.id === "short-watch"
       || resolved.pane.id === "backtest" || resolved.pane.id === OPTIONS_PANE_ID) {
       // Generic 5Y snapshots can contain weekly bars. The snapshot provider
       // treats captured history as authoritative, even for a later 1d request.
@@ -560,10 +573,16 @@ export async function buildDesktopShotPayload(
       }
       const priceHistory = await context.dataProvider.getPriceHistoryForResolution(
         entry.instrument.symbol, exchange,
-        resolved.pane.id === "realized-vol" || resolved.pane.id === "iv-history" ? "5Y" : resolved.pane.id === "backtest" ? "ALL" : "1Y",
+        fiveYearsDaily ? "5Y" : resolved.pane.id === "backtest" ? "ALL" : "1Y",
         "1d", toMarketDataContext(entry.instrument),
       );
       data = { ...data, priceHistory };
+    } else if (shotRatioTab(resolved)?.key === "valuation") {
+      data = await withShotPeriodEndHistory(context, entry.instrument, exchange, resolved, data);
+    } else if (resolved.pane.id === "seasonality") {
+      data = await withShotSeasonalityHistory(context, entry.instrument, data);
+    } else if (requestedRange && readsDailyReturns(resolved)) {
+      data = await withShotDailyReturns(context, entry.instrument, exchange, requestedRange, data);
     } else if (requestedRange) {
       try {
         const priceHistory = await context.dataProvider.getPriceHistory(entry.instrument.symbol, exchange, requestedRange);
@@ -717,6 +736,17 @@ export async function renderDesktopShot({
   }
   const renderedInstance = payload.config.layout.instances.find(({ instanceId }) => instanceId === payload.paneId);
   if (renderedInstance) resolved = { ...resolved, instance: renderedInstance };
+  return assessPaneScreenshot(resolved, payload, render, rawArg, outputPath);
+}
+
+/** What a rendered capture shows, and whether it is fit to use. */
+export function assessPaneScreenshot(
+  resolved: ResolvedPaneFunction,
+  payload: DesktopPaneShotPayload,
+  render: DesktopPaneShotRenderResult,
+  rawArg: string,
+  outputPath: string,
+): PaneScreenshotResult {
   const evidenceHook = paneScreenshotEvidenceHook(resolved);
   // The sizer carries portfolio members to value holdings and the earnings board
   // to mark them, but each shows only what its argument asks for.
@@ -747,6 +777,7 @@ export async function renderDesktopShot({
     ...(expectedChart ? chartEvidenceMismatchesFor(render.semanticUi, expectedChart) : []),
     ...intradayChartEvidenceMismatchesFor(resolved, payload, render.semanticUi),
     ...paneEvidenceMismatches(resolved, payload, render),
+    ...financialRatioRenderMismatches(resolved, payload, render),
   ];
   const semanticMismatch = missingExpectedText.length > 0
     || missingExpectedSelections.length > 0
@@ -843,6 +874,8 @@ export function shotUnusableReasonFor(
   if (render.errorStateDetected) return "The pane rendered an error state.";
   if (render.emptyStateDetected) return "The pane rendered an empty state.";
   if (unavailableSymbols.length > 0) return `Data is unavailable for ${unavailableSymbols.join(", ")}.`;
+  const ratioGap = financialRatioShotGap(resolved, payload);
+  if (ratioGap) return ratioGap;
   if (semanticMismatch) return "The rendered content did not match the requested capability.";
   return "The pane did not produce verifiable screenshot evidence.";
 }
@@ -975,6 +1008,7 @@ export function shotDataEvidenceFor(
     return { kind: "fundamental-series", metric, period, series };
   }
 
+  if (shotRatioTab(resolved)) return financialRatioShotEvidence(resolved, payload);
   if (resolved.capability.id === "financial-statements") {
     const [symbol, financials] = payload.financials[0] ?? [];
     if (!symbol || !financials) return null;
@@ -1552,7 +1586,9 @@ export function shotExpectedText(
       balance: "Balance",
       cashflow: "Cash Flow",
     };
-    expected.push(statementLabels[String(resolved.options.statement)] ?? "");
+    // A ratio tab names itself in the query bar and leads with its first ratio.
+    const ratioTab = shotRatioTab(resolved);
+    expected.push(ratioTab?.name ?? statementLabels[String(resolved.options.statement)] ?? "");
     expected.push(resolved.options.period === "annual" ? "Annual" : "Quarterly");
     const financials = payload.financials[0]?.[1];
     if (financials) {
@@ -1576,7 +1612,8 @@ export function shotExpectedText(
           latestStatement.aggregation?.periodEnd,
         ).trim());
       }
-      if (firstMetric) expected.push(firstMetric.unitLabel);
+      const firstLabel = ratioTab ? ratioTab.ratios[0]?.label : firstMetric?.unitLabel;
+      if (firstLabel) expected.push(firstLabel);
     }
   }
   return expected.filter(Boolean);
@@ -1593,6 +1630,13 @@ function shotExpectedSelections(
     }];
   }
   if (resolved.capability.id !== "financial-statements") return [];
+  const ratioTab = shotRatioTab(resolved);
+  if (ratioTab) {
+    return [
+      { control: "ratio", value: ratioTab.key, label: ratioTab.name },
+      { control: "period", value: String(resolved.options.period) },
+    ];
+  }
   const labels: Record<string, string> = {
     income: "Income",
     cashflow: "Cash Flow",

package/src/components/chart/composite/composite-chart.tsx

@@ -1159,6 +1159,17 @@ function CompositePanelSurface({
       color: marker.color,
     };
   }, [formatAxisValue, panel]);
+  const priorCloseMarker = useMemo(() => {
+    const marker = panel.priorClose;
+    const domain = marker ? panel.axes[marker.axis] : undefined;
+    if (!marker || !domain) return null;
+    return {
+      side: marker.axis,
+      yRatio: marker.yRatio,
+      label: formatAxisValue ? formatAxisValue(marker.value, domain) : formatCompositeCursorValue(marker.value, domain),
+      color: colors.textDim,
+    };
+  }, [colors.textDim, formatAxisValue, panel]);
   const levelMarkers = useMemo(() => levelDomain ? [...projectedLevels]
     // The picked level's label first, then alerts', when they compete for room.
     .sort((left, right) => Number(right.level.id === selectedLevelId) - Number(left.level.id === selectedLevelId)
@@ -1181,7 +1192,8 @@ function CompositePanelSurface({
       !!marker && (marker.side === null || marker.side === side)
     );
     const fixed = [lastPriceMarker, axisMarkers].filter(onSide).map(toAxisMarker);
-    const levelLabels = levelMarkers.filter(onSide).map(toAxisMarker);
+    // The prior close's label yields to every level's.
+    const levelLabels = [...levelMarkers, priorCloseMarker].filter(onSide).map(toAxisMarker);
     // A label is a row tall, so close levels would stack into an unreadable
     // pile and hide the last price: each keeps its line, and only the labels
     // with a row to themselves show. Desktop badges sit between rows.
@@ -2885,7 +2897,7 @@ export function CompositeChart({
   const timeAxisCursorLabel = xAxis?.formatCursor && scene.cursorXRatio !== null
     ? xAxis.formatCursor(scene.cursorXRatio)
     : scene.cursorDate
-      ? formatCompositeTimeAxisDate(scene.cursorDate, scene.startTime, scene.endTime)
+      ? formatCompositeTimeAxisDate(scene.cursorDate, scene.startTime, scene.endTime, scene.timeZone)
       : null;
   // The crosshair labels the moving end, so the axis only adds the anchor.
   const timeAxisMarkers = toolSpan
@@ -2895,6 +2907,7 @@ export function CompositeChart({
         new Date(toolSpan.startTime),
         scene.startTime,
         scene.endTime,
+        scene.timeZone,
       ),
       color: toolSpan.color,
     }]

package/src/components/chart/composite/format.ts

@@ -1,6 +1,7 @@
 import { formatMarketPrice, formatMarketPriceWithCurrency, stablePriceFractionDigits, type MarketFormatOptions } from "../../../market-data/market/format";
 import type { ResolvedSeries, TimeSeriesPoint } from "../../../time-series/types";
 import type { CompositeAxisDomain, CompositePanelScene } from "./types";
+import { timeZoneLabel, zonedWallClockMs } from "../../../utils/zoned-date-time";
 
 const CURRENCY_SYMBOLS: Record<string, string> = {
   USD: "$",
@@ -411,17 +412,28 @@ function utcTime(date: Date): string {
   return date.toISOString().slice(11, 16);
 }
 
+/** The date's wall-clock reading in `timeZone` (UTC when absent), and the zone's short name. */
+function onClock(date: Date, timeZone: string | undefined): { wall: Date; zone: string } {
+  if (!timeZone || timeZone === "UTC") return { wall: date, zone: "UTC" };
+  try {
+    return { wall: new Date(zonedWallClockMs(date.getTime(), timeZone)), zone: timeZoneLabel(timeZone) };
+  } catch {
+    return { wall: date, zone: "UTC" };
+  }
+}
+
 function isIntradaySpan(startTime: number, endTime: number): boolean {
   return Number.isFinite(startTime)
     && Number.isFinite(endTime)
     && Math.abs(endTime - startTime) <= INTRADAY_SPAN_MAX_MS;
 }
 
-/** Shared-cursor timestamp using the chart's explicit UTC convention. */
-export function formatCompositeCursorDate(date: Date, startTime: number, endTime: number): string {
+/** Shared-cursor timestamp on the chart's clock: the venue's for intraday bars, else UTC. */
+export function formatCompositeCursorDate(date: Date, startTime: number, endTime: number, timeZone?: string): string {
+  const { wall, zone } = onClock(date, timeZone);
   return isIntradaySpan(startTime, endTime)
-    ? `${utcDate(date)} ${utcTime(date)} UTC`
-    : utcDate(date);
+    ? `${utcDate(wall)} ${utcTime(wall)} ${zone}`
+    : utcDate(wall);
 }
 
 function validUtcTimestamp(date: Date | undefined): string | null {
@@ -462,12 +474,13 @@ export function formatCompositePointDetails(point: TimeSeriesPoint | null | unde
   return details.join(" · ");
 }
 
-/** Compact UTC tick label selected from the full visible chart span. */
-export function formatCompositeTimeAxisDate(date: Date, startTime: number, endTime: number): string {
-  if (!isIntradaySpan(startTime, endTime)) return utcDate(date);
-  const startDate = utcDate(new Date(startTime));
-  const endDate = utcDate(new Date(endTime));
+/** Compact tick label on the chart's clock, selected from the full visible chart span. */
+export function formatCompositeTimeAxisDate(date: Date, startTime: number, endTime: number, timeZone?: string): string {
+  const { wall, zone } = onClock(date, timeZone);
+  if (!isIntradaySpan(startTime, endTime)) return utcDate(wall);
+  const startDate = utcDate(onClock(new Date(startTime), timeZone).wall);
+  const endDate = utcDate(onClock(new Date(endTime), timeZone).wall);
   return startDate === endDate
-    ? `${utcTime(date)} UTC`
-    : `${utcDate(date).slice(5)} ${utcTime(date)} UTC`;
+    ? `${utcTime(wall)} ${zone}`
+    : `${utcDate(wall).slice(5)} ${utcTime(wall)} ${zone}`;
 }