gloomberb 0.16.0 → 0.16.2

package/src/components/chart/composite/use-composite-viewport.ts

@@ -0,0 +1,143 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import type { ResolvedSeries } from "../../../time-series/types";
+import {
+  buildCompositeNavigationFrame,
+  compositeNavigationDataViewport,
+  compositeViewportPositions,
+  fitCompositeViewport,
+  panCompositeViewport,
+  sameCompositeViewport,
+  shouldResetCompositeViewport,
+  zoomCompositeViewport,
+  type CompositeNavigationFrame,
+  type CompositeViewportRange,
+} from "./interactions";
+import type { CompositeChartProps } from "./types";
+
+/** How far past the first loaded observation a backfilling chart may pan, as a fraction of the view. */
+const HISTORICAL_PADDING_RATIO = 0.5;
+
+export function useCompositeViewport({
+  viewport,
+  viewportResetKey,
+  visibleSeries,
+  marketTimelineSeries,
+  allowHistoricalBackfill,
+  onViewportChange,
+}: {
+  viewport: CompositeChartProps["viewport"];
+  viewportResetKey: CompositeChartProps["viewportResetKey"];
+  visibleSeries: ResolvedSeries[];
+  marketTimelineSeries: ResolvedSeries[];
+  allowHistoricalBackfill: boolean;
+  onViewportChange: CompositeChartProps["onViewportChange"];
+}) {
+  const previousAuthoredViewportRef = useRef<CompositeViewportRange | null>(viewport ?? null);
+  const previousViewportResetKeyRef = useRef(viewportResetKey);
+  // The user owns this once they navigate. Data refreshes never rewrite it;
+  // only the authored viewport changing or an explicit reset clears it.
+  const [userViewport, setUserViewport] = useState<CompositeViewportRange | null>(null);
+  const hasViewportResetKey = viewportResetKey !== undefined
+    || previousViewportResetKeyRef.current !== undefined;
+  const authoredViewportChanged = hasViewportResetKey
+    ? previousViewportResetKeyRef.current !== viewportResetKey
+    : shouldResetCompositeViewport(
+        previousAuthoredViewportRef.current,
+        viewport ?? null,
+      );
+  const navigationFrame = useMemo(
+    () => buildCompositeNavigationFrame(visibleSeries, marketTimelineSeries, {
+      historicalPaddingRatio: allowHistoricalBackfill ? HISTORICAL_PADDING_RATIO : 0,
+    }),
+    [allowHistoricalBackfill, marketTimelineSeries, visibleSeries],
+  );
+  const authoredViewport = useMemo(() => {
+    // The requested dates own the axis, including gaps in a cached or partial
+    // response. Fitting them to available observations silently changes the
+    // research period. User pan/zoom gestures retain their navigation limits.
+    if (viewport && Number.isFinite(viewport.start.getTime())
+      && Number.isFinite(viewport.end.getTime()) && viewport.start <= viewport.end) return viewport;
+    return navigationFrame ? compositeNavigationDataViewport(navigationFrame) : null;
+  }, [navigationFrame, viewport]);
+  const activeUserViewport = authoredViewportChanged ? null : userViewport;
+  const effectiveViewport = activeUserViewport ?? authoredViewport;
+  const userViewportStart = activeUserViewport?.start.getTime() ?? null;
+  const userViewportEnd = activeUserViewport?.end.getTime() ?? null;
+  const lastReportedViewportRef = useRef<string | null>(null);
+  const viewportInteractionRef = useRef<"pan" | "reset" | "zoom">("reset");
+  useEffect(() => {
+    if (!onViewportChange) return;
+    const key = userViewportStart === null || userViewportEnd === null
+      ? "none"
+      : `${userViewportStart}:${userViewportEnd}`;
+    // The callback drives adaptive data loading. Seed it from the authored
+    // viewport without echoing that controlled value back into the loader.
+    if (lastReportedViewportRef.current === null) {
+      lastReportedViewportRef.current = key;
+      return;
+    }
+    if (lastReportedViewportRef.current === key) return;
+    lastReportedViewportRef.current = key;
+    onViewportChange(
+      userViewportStart === null || userViewportEnd === null
+        ? null
+        : { start: new Date(userViewportStart), end: new Date(userViewportEnd) },
+      viewportInteractionRef.current,
+    );
+  }, [onViewportChange, userViewportEnd, userViewportStart]);
+
+  useEffect(() => {
+    previousAuthoredViewportRef.current = viewport ?? null;
+    previousViewportResetKeyRef.current = viewportResetKey;
+    if (authoredViewportChanged && userViewport) {
+      viewportInteractionRef.current = "reset";
+      setUserViewport(null);
+    }
+  }, [authoredViewportChanged, userViewport, viewport, viewportResetKey]);
+
+  const navigate = useCallback((
+    kind: "pan" | "zoom",
+    compute: (base: CompositeViewportRange, frame: CompositeNavigationFrame) => CompositeViewportRange,
+    gesture?: { frame: CompositeNavigationFrame; from: CompositeViewportRange },
+  ) => {
+    const frame = gesture?.frame ?? navigationFrame;
+    if (!frame) return;
+    viewportInteractionRef.current = kind;
+    setUserViewport((current) => {
+      const base = gesture?.from ?? current ?? authoredViewport;
+      if (!base) return current;
+      const next = compute(base, frame);
+      // Once navigated, the window is the user's until they reset it, even if
+      // a gesture happens to land back on the authored range: the owner may
+      // echo a navigated range back as the authored one, and dropping to null
+      // there would reload the original range under the pointer.
+      return sameCompositeViewport(next, current ?? base) ? current : next;
+    });
+  }, [authoredViewport, navigationFrame]);
+  const panViewport = useCallback((
+    deltaPositions: number,
+    gesture?: { frame: CompositeNavigationFrame; from: CompositeViewportRange },
+  ) => {
+    navigate("pan", (base, frame) => panCompositeViewport(frame, base, deltaPositions), gesture);
+  }, [navigate]);
+  const panViewportByRatio = useCallback((shiftRatio: number) => {
+    if (!navigationFrame || !effectiveViewport) return;
+    const positions = compositeViewportPositions(navigationFrame, effectiveViewport);
+    if (!positions) return;
+    panViewport(shiftRatio * Math.max(positions.end - positions.start, Number.EPSILON));
+  }, [effectiveViewport, navigationFrame, panViewport]);
+  const zoomViewport = useCallback((zoomFactor: number, anchorRatio = 1) => {
+    navigate("zoom", (base, frame) => zoomCompositeViewport(frame, base, zoomFactor, anchorRatio));
+  }, [navigate]);
+  const setViewportRange = useCallback((range: CompositeViewportRange) => {
+    navigate("zoom", (_base, frame) => fitCompositeViewport(frame, range));
+  }, [navigate]);
+  const resetViewport = useCallback(() => {
+    viewportInteractionRef.current = "reset";
+    setUserViewport(null);
+  }, []);
+  return {
+    navigationFrame, activeUserViewport, effectiveViewport,
+    panViewport, panViewportByRatio, zoomViewport, setViewportRange, resetViewport,
+  };
+}

package/src/components/command-bar/commands/collection.ts

@@ -34,6 +34,8 @@ export async function executeCollectionCommandAction(options: {
   buildWorkflowDeps: () => WorkflowDeps;
   openModeRoute: (screen: "ticker-search", initialQuery?: string, payload?: Record<string, unknown>) => void;
   openAddToPortfolioWorkflow: (ticker: TickerRecord, preferredPortfolioId?: string | null) => void;
+  /** Join the named collection without the position form. */
+  directMembership?: boolean;
   pushRoute: (route: CommandBarRoute) => void;
   notify: (body: string, options?: { type?: "info" | "success" | "error" }) => void;
   closeAll: (options?: { revertThemePreview?: boolean }) => void;
@@ -73,7 +75,9 @@ export async function executeCollectionCommandAction(options: {
   };
   if (!selectSavedOwner(options.explicitTargetId ?? options.activeCollectionId)) return;
 
-  if (kind === "portfolio" && action === "add") {
+  // A venue picked from the add row joins that collection directly. The AP
+  // command still asks for the position.
+  if (kind === "portfolio" && action === "add" && !options.directMembership) {
     const manualPortfolios = stateForCommand.config.portfolios.filter(isManualPortfolio);
     if (manualPortfolios.length === 0) {
       options.notify("Create a manual portfolio first.", { type: "info" });

package/src/components/command-bar/list/model.ts

@@ -24,6 +24,11 @@ export interface ResultItem {
   lines?: CommandBarResultLine[];
   /** Short tag drawn left of the label: a shortcut, an asset class, a document type. */
   badge?: string;
+  /**
+   * An instrument's name, drawn muted after the symbol. Listings that share a
+   * symbol (SAP on NYSE and XETRA, Saputo as SAP on TSX) differ only here.
+   */
+  name?: string;
   right?: string;
   /** Provider type retained for symbol/alias identity checks. */
   instrumentType?: string;

package/src/components/command-bar/list/view.tsx

@@ -11,7 +11,7 @@ import {
   TextAttributes,
   type ScrollBoxRenderable,
 } from "../../../ui";
-import { truncateTextSegments, truncateToDisplayWidth } from "../../../utils/format";
+import { displayWidth, truncateTextSegments, truncateToDisplayWidth } from "../../../utils/format";
 import { Spinner } from "../../ui";
 import { useCommandBarPalette } from "../panel/palette";
 import { getRowPresentation } from "../view-model";
@@ -37,6 +37,9 @@ export type CommandBarListScrollEvent = {
 
 /** Columns every row gives up to the badge column, badge or not. */
 const BADGE_INDENT = BADGE_COLUMN_WIDTH + BADGE_GAP;
+const NAME_GAP = 2;
+/** Below this a name is a few letters and an ellipsis, which tells nobody apart. */
+const MIN_NAME_WIDTH = 6;
 
 interface CommandBarListItemRowProps {
   item: ResultItem;
@@ -79,7 +82,12 @@ const CommandBarListItemRow = memo(function CommandBarListItemRow({
   const labelColumnWidth = Math.max(1, labelWidth - BADGE_INDENT);
   // A long title stops one cell short of the right column, so its ellipsis
   // never runs into the date or shortcut sitting there.
-  const label = truncateToDisplayWidth(presentation.label, Math.max(1, labelColumnWidth - (trailingWidth > 0 ? 1 : 0)));
+  const labelSpace = Math.max(1, labelColumnWidth - (trailingWidth > 0 ? 1 : 0));
+  const label = truncateToDisplayWidth(presentation.label, labelSpace);
+  // The name gives way before the symbol: it shrinks to its ellipsis and drops
+  // out once fewer than a few characters of it would show.
+  const nameSpace = labelSpace - displayWidth(label) - NAME_GAP;
+  const name = item.name && nameSpace >= MIN_NAME_WIDTH ? truncateToDisplayWidth(item.name, nameSpace) : "";
   // "current" outranks the shortcut on the right; otherwise a badge lifted from
   // `right` must not be repeated there.
   const trailing = badgeConsumesRight(item) && !item.current
@@ -152,10 +160,15 @@ const CommandBarListItemRow = memo(function CommandBarListItemRow({
         <Box width={BADGE_INDENT} flexDirection="row">
           {badge && <CommandBarRowBadge text={badge.text} tone={badge.tone} width={BADGE_COLUMN_WIDTH} />}
         </Box>
-        <Box width={labelColumnWidth}>
+        <Box width={labelColumnWidth} flexDirection="row">
           <Text fg={isSelected ? palette.selectedText : presentation.primaryMuted ? palette.subtle : palette.text}>
             {label}
           </Text>
+          {name && (
+            <Text fg={isSelected ? palette.selectedText : palette.subtle}>
+              {" ".repeat(NAME_GAP) + name}
+            </Text>
+          )}
         </Box>
         <Box width={trailingWidth}>
           <Text

package/src/components/command-bar/pane-templates/workflow.ts

@@ -165,6 +165,7 @@ export function useCommandBarPaneTemplateActions({
           trimmedList,
           activeCollectionId,
           buildWorkflowDeps(),
+          template.shortcut?.keepArgToken,
         );
         const createOptions = {
           arg: trimmedList,

package/src/components/command-bar/routes/root/command-items.ts

@@ -3,6 +3,7 @@ import type { TickerRecord } from "../../../../types/ticker";
 import { isManualPortfolio } from "../../../../plugins/builtin/portfolio-list/mutations";
 import type { Command } from "../../commands/registry";
 import type { ResultItem } from "../../list/model";
+import { canRestartToApply } from "../../../../updater";
 
 interface RootCommandItemBuilderOptions {
   activeCollectionId: string | null;
@@ -84,6 +85,9 @@ export function createRootCommandItemBuilder({
         return activeTickerSymbol ? `Remove ${activeTickerSymbol} from Portfolio` : command.label;
       case "set-portfolio-position":
         return activeTickerSymbol ? `Set Position for ${activeTickerSymbol}` : command.label;
+      // The row only shows its label, so a downloaded update is announced there.
+      case "check-for-updates":
+        return state.updateProgress?.phase === "ready" ? "Update ready, restart to apply" : command.label;
       default:
         return command.label;
     }
@@ -128,8 +132,9 @@ export function createRootCommandItemBuilder({
           return `Downloading v${state.updateAvailable?.version}: ${state.updateProgress.percent ?? 0}%`;
         }
         if (state.updateProgress?.phase === "replacing") return "Installing update";
+        if (state.updateProgress?.phase === "ready") return "Update ready, restart to apply";
         if (state.updateProgress?.phase === "done") {
-          return state.updateProgress.message ?? "Update installed - restart to apply";
+          return state.updateProgress.message ?? "Update ready, restart to apply";
         }
         if (state.updateProgress?.phase === "error") {
           return `Update failed: ${state.updateProgress.error}`;
@@ -178,6 +183,8 @@ export function createRootCommandItemBuilder({
     switch (command.id) {
       case "set-portfolio-position":
         return "edit position update position modify position manual position portfolio position";
+      case "check-for-updates":
+        return state.updateProgress?.phase === "ready" ? "check for updates restart relaunch" : "";
       default:
         return "";
     }
@@ -196,7 +203,7 @@ export function createRootCommandItemBuilder({
       searchText: smartSearchText(command),
       disabled:
         command.id === "check-for-updates" &&
-        (state.updateCheckInProgress || !!state.updateProgress),
+        (state.updateCheckInProgress || (!!state.updateProgress && !canRestartToApply(state.updateProgress))),
       action: () => runDirectCommand(command, arg),
     };
   };

package/src/components/command-bar/routes/root/plugin-install.ts

@@ -3,7 +3,7 @@ import type { PluginRegistry } from "../../../../plugins/registry";
 import { findAbsorbedPlugin } from "../../../../plugins/absorbed";
 import { isOfficialPluginRepo } from "../../../../plugins/auto-update";
 import { getCurrentPluginTarget, runsExternalPlugins } from "../../../../plugins/current-target";
-import { activateInstalledPlugin } from "../../../../plugins/builtin/plugin-marketplace/activation";
+import { activateInstall } from "../../../../plugins/builtin/plugin-marketplace/activation";
 import { loadRegistry, registryPluginUrl } from "../../../../plugins/builtin/plugin-marketplace/feed";
 import {
   installConsent,
@@ -217,7 +217,7 @@ function buildPluginInstallItem(
       onConfirm: async () => {
         const result = await manager.install(repo, pin);
         if (!result.ok) throw new Error(`Could not install ${plugin.name}: ${result.error}`);
-        const activated = await activateInstalledPlugin(result.directory, host, manager);
+        const activated = await activateInstall(result, host, manager);
         if (!activated.ok) throw new Error(`${plugin.name} installed but did not load: ${activated.error}`);
         if (activated.restart) {
           context.notify(`Restart to finish installing ${plugin.name}.`, "info");

package/src/components/command-bar/routes/root/provider-search.ts

@@ -8,6 +8,7 @@ import {
   mergePlainRootTickerResults,
   mergeTickerSearchResultItems,
   QUICK_LOOK_TICKER_SEARCH_OPTIONS,
+  venueDropdownResults,
 } from "../ticker-search/results";
 import { orderListResults, type ResultItem } from "../../list/model";
 import type { CommandBarCategoryPriorities, CommandBarSectionOrder } from "../../view-model";
@@ -27,6 +28,8 @@ export function useRootProviderSearch(options: {
     brokerInstanceId?: string | null,
   ) => TickerSearchCandidate[] | null;
   rootPlainTickerSearchArg: string | null;
+  /** Set when the query is `NET:` or `NET:N`. Empty string lists every venue. */
+  listingSuffix: string | null;
   rootResultItems: ResultItem[];
   rootTickerSearchArg: string | null;
   tickers: AppState["tickers"];
@@ -52,6 +55,7 @@ export function useRootProviderSearch(options: {
     portfolios,
     readTickerSearchCache,
     rootPlainTickerSearchArg,
+    listingSuffix,
     rootResultItems,
     rootTickerSearchArg,
     tickers,
@@ -181,6 +185,13 @@ export function useRootProviderSearch(options: {
   }, []);
 
   const rootResults = useMemo(() => {
+    if (listingSuffix != null) {
+      if (rootTickerSearchArg && rootProviderResultsQuery === rootTickerSearchArg && rootProviderResults) {
+        return venueDropdownResults(rootTickerSearchArg, rootProviderResults, listingSuffix);
+      }
+      // The venue list replaces commands. Nothing else shows while it loads.
+      return [];
+    }
     if (rootTickerSearchArg && rootProviderResultsQuery === rootTickerSearchArg && rootProviderResults) {
       if (rootPlainTickerSearchArg) {
         return mergePlainRootTickerResults(rootPlainTickerSearchArg, rootProviderResults, rootResultItems);
@@ -189,17 +200,20 @@ export function useRootProviderSearch(options: {
     }
     return rootResultItems;
   }, [
+    listingSuffix,
     rootPlainTickerSearchArg,
     rootProviderResults,
     rootProviderResultsQuery,
     rootResultItems,
     rootTickerSearchArg,
   ]);
-  const rootSectionOrder: CommandBarSectionOrder = rootPlainTickerSearchArg
-    ? "app-first"
-    : rootTickerSearchArg
-      ? "ranked"
-      : "default";
+  const rootSectionOrder: CommandBarSectionOrder = listingSuffix != null
+    ? "ranked"
+    : rootPlainTickerSearchArg
+      ? "app-first"
+      : rootTickerSearchArg
+        ? "ranked"
+        : "default";
   const orderedRootResults = useMemo(
     () => orderListResults(rootResults, { sectionOrder: rootSectionOrder, categoryPriorities }),
     [categoryPriorities, rootResults, rootSectionOrder],

package/src/components/command-bar/routes/root/runtime.ts

@@ -4,7 +4,7 @@ import type { AppState } from "../../../../state/app/context";
 import type { DataProvider } from "../../../../types/data-provider";
 import type { CommandDef, PaneTemplateCreateOptions, PaneTemplateDef } from "../../../../types/plugin";
 import type { TickerRecord } from "../../../../types/ticker";
-import type { TickerSearchCandidate } from "../../../../tickers/search";
+import { listingChoiceQuery, symbolSearchQuery, type TickerSearchCandidate } from "../../../../tickers/search";
 import type { AssistRowHandlers } from "../../assist/model";
 import { matchPrefix, type Command } from "../../commands/registry";
 import type { ResultItem } from "../../list/model";
@@ -246,11 +246,19 @@ export function useCommandBarRootRuntime({
   // Free text that no prefix claims also goes to symbol search, so "nvidia"
   // finds NVDA without the backtick. Skipped when a local row already carries
   // that exact name, since an "Exact Match" symbol would otherwise outrank it.
+  // `NET:` is that symbol's venue dropdown. The search itself is the bare symbol.
+  const rootListingChoice = useMemo(() => {
+    if (currentRoute || activeMatch || rootShortcutIntent.kind !== "none") return null;
+    return listingChoiceQuery(rootQuery);
+  }, [activeMatch, currentRoute, rootQuery, rootShortcutIntent.kind]);
   const rootPlainTickerSearchArg = useMemo(() => {
     if (currentRoute || activeMatch || rootShortcutIntent.kind !== "none") return null;
+    // An explicit venue choice also searches one-letter symbols and names shared with local actions.
+    if (rootListingChoice) return rootListingChoice.symbol;
     const trimmed = rootQuery.trim();
-    if (trimmed.length < 2) return null;
-    const normalizedQuery = normalizeCommandTickerSearchText(trimmed);
+    const symbolQuery = symbolSearchQuery(trimmed);
+    if (symbolQuery.length < 2) return null;
+    const normalizedQuery = normalizeCommandTickerSearchText(symbolQuery);
     // The install row for "TV" is labelled TV, but it leads on purpose and
     // must not keep Grupo Televisa out of the list.
     const hasExactLocalRow = rootResultModel.items.some((item) => (
@@ -259,8 +267,8 @@ export function useCommandBarRootRuntime({
       && item.kind !== "search"
       && normalizeCommandTickerSearchText(item.label) === normalizedQuery
     ));
-    return hasExactLocalRow ? null : trimmed;
-  }, [activeMatch, currentRoute, pluginInstallItem, rootQuery, rootResultModel.items, rootShortcutIntent.kind]);
+    return hasExactLocalRow ? null : symbolQuery;
+  }, [activeMatch, currentRoute, pluginInstallItem, rootListingChoice, rootQuery, rootResultModel.items, rootShortcutIntent.kind]);
   const rootTickerSearchArg = rootSecurityDescriptionArg ?? rootPlainTickerSearchArg;
 
   const {
@@ -278,6 +286,7 @@ export function useCommandBarRootRuntime({
     portfolios: state.config.portfolios,
     readTickerSearchCache,
     rootPlainTickerSearchArg,
+    listingSuffix: rootPlainTickerSearchArg && rootListingChoice ? rootListingChoice.suffix : null,
     rootResultItems: rootResultModel.items,
     rootTickerSearchArg,
     tickers: state.tickers,

package/src/components/command-bar/routes/ticker-search/actions.ts

@@ -64,6 +64,9 @@ export function useCommandBarTickerSearchActions({
     // text goes quiet rather than repeating it.
     const badge = formatInstrumentBadge(candidate);
     const right = candidate.exchangeLabel || candidate.primaryExchangeLabel || candidate.right || undefined;
+    // The candidate's detail leads with the name; the rest repeats the badge or venue.
+    const leadingName = candidate.detail.split(" | ")[0]?.trim();
+    const name = leadingName && leadingName.toUpperCase() !== candidate.label.toUpperCase() ? leadingName : undefined;
 
     if (candidate.kind === "ticker" && candidate.ticker) {
       return {
@@ -74,6 +77,7 @@ export function useCommandBarTickerSearchActions({
         instrumentType: candidate.instrumentType,
         detail,
         badge,
+        name,
         right,
         category: candidate.category,
         kind: "ticker",
@@ -97,6 +101,7 @@ export function useCommandBarTickerSearchActions({
       instrumentType: candidate.instrumentType,
       detail,
       badge,
+      name,
       right,
       category: candidate.category,
       kind: "search",

package/src/components/command-bar/routes/ticker-search/results.ts

@@ -10,7 +10,7 @@ import {
   parseAssetClassQuery,
 } from "../../../../tickers/search/asset-classes";
 import type { ResultItem } from "../../list/model";
-import { canonicalExchange, parsePublicTickerKey } from "../../../../utils/exchanges";
+import { canonicalExchange, parsePublicTickerKey, publicExchange } from "../../../../utils/exchanges";
 import { compactSearchText, getIssuerGroupKey, isExplicitMarketSymbol } from "../../../../tickers/search/ranking";
 
 export const QUICK_LOOK_TICKER_SEARCH_OPTIONS = { includeOptionContracts: false } as const;
@@ -43,10 +43,10 @@ function rawInstrumentType(candidate: Pick<TickerSearchCandidate, "result" | "ti
 }
 
 /**
- * Class tag for the badge column: the class code a query can end with (EQ,
- * CUR, OPT, FUT, IDX, ETF), else FUND or DERIV. An unclassified instrument
- * gets none: the row lifts its exchange code there instead when the code is
- * short enough.
+ * Class tag for the badge column. A query can end with the same code: EQ,
+ * CUR, CRYP, OPT, FUT, IDX, ETF, FUND. A fund or derivative whose type string
+ * did not classify still badges FUND or DERIV. Anything else gets none, and
+ * the row shows its exchange code there when the code is short enough.
  */
 export function formatInstrumentBadge(
   candidate: Pick<TickerSearchCandidate, "instrumentClass" | "result" | "ticker">
@@ -167,6 +167,32 @@ export function mergePlainRootTickerResults(
   ];
 }
 
+function venueMatchesSuffix(item: ResultItem, suffix: string): boolean {
+  if (!suffix) return true;
+  const displayed = (item.right ?? "").trim().toUpperCase();
+  const fromLabel = parsePublicTickerKey(item.label.trim().toUpperCase()).exchange ?? "";
+  const canonicalDisplayed = canonicalExchange(displayed);
+  const targets = [displayed, canonicalDisplayed, fromLabel, publicExchange(canonicalDisplayed || displayed)];
+  if (targets.some((value) => value.startsWith(suffix))) return true;
+  const aliased = canonicalExchange(suffix);
+  return aliased !== suffix && targets.some((value) => canonicalExchange(value) === aliased);
+}
+
+/**
+ * The colon query's dropdown: one row per exact venue, in ranked order. A
+ * typed exchange prefix keeps the rows it matches.
+ */
+export function venueDropdownResults(symbol: string, items: ResultItem[], suffix: string): ResultItem[] {
+  const rows: ResultItem[] = [];
+  for (const item of items) {
+    if (item.kind !== "ticker" && item.kind !== "search") continue;
+    if (!isExactTickerResultMatch(item, symbol)) continue;
+    if (!venueMatchesSuffix(item, suffix)) continue;
+    rows.push(item.category === "Exact Match" ? item : { ...item, category: "Exact Match" });
+  }
+  return rows;
+}
+
 /**
  * Up to the cap, in this order: the first exact row of each security, the
  * exact symbol's other exchanges, then looser hits. The rows keep their

package/src/components/command-bar/routes/ticker-search/route.ts

@@ -2,7 +2,7 @@ import { useCallback, useEffect, useRef, useState } from "react";
 import type { AppState } from "../../../../state/app/context";
 import type { DataProvider } from "../../../../types/data-provider";
 import type { TickerSearchCandidate } from "../../../../tickers/search";
-import { searchTickerCandidates } from "../../../../tickers/search";
+import { searchTickerCandidates, symbolSearchQuery } from "../../../../tickers/search";
 import {
   COMMAND_BAR_TICKER_SEARCH_LIMIT,
   mergeTickerSearchResultItems,
@@ -64,7 +64,7 @@ export function useTickerSearchRouteResults(options: {
       return;
     }
 
-    const searchQuery = routeQuery.trim();
+    const searchQuery = symbolSearchQuery(routeQuery);
     if (!searchQuery) {
       searchRequestIdRef.current += 1;
       setTickerSearchPending(false);

package/src/components/command-bar/routing/actions.ts

@@ -122,12 +122,14 @@ export function useCommandBarRouteActions({
     rawInput?: string,
     explicitTargetId?: string | null,
     selectedTicker?: TickerRecord,
+    directMembership?: boolean,
   ) => executeCollectionCommandAction({
     activeCollectionId,
     activeTickerSymbol,
     buildWorkflowDeps: buildSharedWorkflowDeps,
     closeAll,
     commandId,
+    directMembership,
     explicitTargetId,
     getState: () => stateRef.current,
     notify,

package/src/components/command-bar/selection-runtime.ts

@@ -1,5 +1,8 @@
 import { useCallback, type MutableRefObject } from "react";
 import type { AppState } from "../../state/app/context";
+import type { TickerRecord } from "../../types/ticker";
+import { t } from "../../i18n";
+import { listingChoiceQuery } from "../../tickers/search";
 import type { PluginRegistry } from "../../plugins/registry";
 import type { Command } from "./commands/registry";
 import type {
@@ -30,6 +33,8 @@ type ExecuteCollectionCommandFn = (
   commandId: CollectionCommandId,
   rawInput?: string,
   explicitTargetId?: string | null,
+  selectedTicker?: TickerRecord,
+  directMembership?: boolean,
 ) => Promise<void>;
 
 interface UseCommandBarSelectionRuntimeOptions {
@@ -270,6 +275,38 @@ export function useCommandBarSelectionRuntime({
     const selected = options?.item ?? typed ?? listState.results[listState.selectedIdx];
     if (!selected || selected.disabled) return;
 
+    // Opened from an add row: a venue picked from the colon list joins that
+    // collection. Any other text or screen runs as usual.
+    const addListing = stateRef.current.commandBarLaunchRequest;
+    if (
+      !options?.secondary
+      && addListing?.kind === "add-listing"
+      && !currentRoute
+      && listingChoiceQuery(rootQueryRef.current)
+      && (selected.kind === "ticker" || selected.kind === "search")
+      && selected.resolveTicker
+    ) {
+      const launch = addListing;
+      void (async () => {
+        try {
+          const ticker = await selected.resolveTicker!();
+          await executeCollectionCommand(
+            launch.collectionKind === "watchlist" ? "add-watchlist" : "add-portfolio",
+            ticker.metadata.ticker,
+            launch.collectionId,
+            ticker,
+            true,
+          );
+        } catch (error) {
+          pluginRegistry.notify({
+            type: "error",
+            body: error instanceof Error ? error.message : t("Could not add the selected listing."),
+          });
+        }
+      })();
+      return;
+    }
+
     const run = () => {
       if (options?.secondary && selected.secondaryAction) {
         void selected.secondaryAction();
@@ -320,6 +357,7 @@ export function useCommandBarSelectionRuntime({
     rootQueryRef,
     runRootRow,
     stateConfigLayout,
+    stateRef,
     visibleListStateRef,
   ]);
 

package/src/components/command-bar/surface/index.tsx

@@ -20,6 +20,7 @@ import { useCommandBarRootRuntime } from "../routes/root/runtime";
 import { createQuickLookTickerCandidates } from "../routes/ticker-search/results";
 import { useCommandSearchReport } from "../routes/root/search-report";
 import { useAppStateRef } from "../../../state/app/context";
+import { listingChoiceQuery } from "../../../tickers/search";
 import { parseRootShortcutIntent } from "../routes/root/shortcuts";
 import { useRootPluginInstallItem } from "../routes/root/plugin-install";
 import { useCommandBarThemePreview } from "../theme-preview";
@@ -230,6 +231,9 @@ export function CommandBar({
     paneTemplates: getAvailablePaneShortcutTemplates(rootQuery),
     activeTicker: activeTickerSymbol,
   }), [activeTickerSymbol, availableCommands, getAvailablePaneShortcutTemplates, getAvailablePluginCommands, rootQuery]);
+  const listingChoice = !currentRoute && rootShortcutIntent.kind === "none"
+    ? listingChoiceQuery(rootQuery)
+    : null;
 
   // Runs the typed text again once a plugin installed from the bar is in, the
   // way a key bound to it would. Not over a dialog opened since: the bar would
@@ -258,6 +262,7 @@ export function CommandBar({
   // Only the root list asks on its own, and only for text the prefix parser
   // could not claim — otherwise the user is mid-command, not mid-question.
   const assistAutoAsk = !currentRoute
+    && !listingChoice
     && planAccess.emailVerified
     && shouldAutoAskAssist({ query: rootQuery, hasShortcutIntent: rootShortcutIntent.kind !== "none" });
   // The server keeps a question unless told not to, so the answer always
@@ -373,8 +378,8 @@ export function CommandBar({
     providers: searchProviders,
     query: rootQuery,
     // A resolved prefix means the user is running a command, so free-text
-    // providers neither ask the network nor add rows.
-    enabled: !currentRoute && rootShortcutIntent.kind === "none",
+    // providers neither ask the network nor add rows. A colon is the venue list.
+    enabled: !currentRoute && rootShortcutIntent.kind === "none" && !listingChoice,
     context: searchProviderContext,
     onExecuted: closeAfterProviderResult,
   });

package/src/components/command-bar/workflow/ops.ts

@@ -252,7 +252,7 @@ async function resolvePaneTemplateOptions(
     const rawInput = resolvedOptions?.arg ?? resolvedOptions?.values?.tickers ?? "";
     const symbols = !String(rawInput).trim() && template.shortcut?.openWithoutArg
       ? []
-      : await resolveTickerListInput(rawInput, baseContext.activeCollectionId, deps);
+      : await resolveTickerListInput(rawInput, baseContext.activeCollectionId, deps, template.shortcut?.keepArgToken);
     resolvedOptions = {
       ...resolvedOptions,
       arg: rawInput,