gloomberb 0.16.0 → 0.16.2

package/src/cli/commands/overview.ts

@@ -3,7 +3,7 @@ import type { CliCommandDef } from "../../types/plugin";
 import { withCliServices } from "../context";
 import { formatCompact } from "../../utils/format";
 import {
-  fetchScreener,
+  fetchScreenerResult,
   fetchTrending,
   MARKET_SUMMARY_SYMBOLS,
   rankScreenerQuotes,
@@ -13,13 +13,17 @@ import { formatMoverPrice, moverReferencePrice } from "../../plugins/builtin/mar
 import { loadCalendar, matchesCountry, matchesImpact, type CountryFilter, type ImpactFilter } from "../../plugins/builtin/econ/calendar-model";
 import { isoDate, requireArg, takeOption } from "./command-utils";
 import { buildCorrelationSeries } from "../../plugins/builtin/correlation/matrix/model";
-import { correlateDailyCloses } from "../../plugins/builtin/correlation/compute";
+import { alignDailyCloses, correlateDailyCloses } from "../../plugins/builtin/correlation/compute";
+import { mixedSessionCloseNote } from "../../market-data/market/session-close-note";
 import { CORRELATION_RETURN_BASIS, loadCorrelationHistory } from "../../plugins/builtin/correlation/history";
-import { parsePublicTickerKey } from "../../utils/exchanges";
+import { EXCHANGE_OPTION, listingIdentity, loadForListing, loadListingQuote, requireCliListing, type CliListing } from "../listing-arg";
 import { CLI_COMMAND_GROUPS } from "../help";
 import { formatChangePercentCell, formatCompactCell } from "../helpers";
 import { WORLD_INDICES } from "../../plugins/builtin/world-indices/indices";
 import { getSectorCollection, SECTOR_COLLECTIONS } from "../../plugins/builtin/sectors/sector-data";
+import { DAILY_CLOSES } from "../../plugins/builtin/shared/report-freshness";
+import { newestReportTime, oldestReportTime } from "../../utils/utc-time";
+import { quotesFreshness, rowsFreshness } from "../freshness";
 
 // Batch quotes often omit names for indices and ETFs; these baskets are fixed, so name them here.
 const BASKET_NAMES = new Map<string, string>([
@@ -77,18 +81,17 @@ async function runMoverCommand(args: string[], ctx: Parameters<CliCommandDef["ex
         trending.map(({ symbol }) => ({ symbol, exchange: "" })),
         { forceRefresh: ctx.cliOptions.refresh },
       );
-      ctx.printResult({ data: quoteRows(results), metadata: { category } }, {
+      ctx.printResult({ data: quoteRows(results), metadata: { category }, freshness: quotesFreshness(results.map((result) => result.quote)) }, {
         textColumns: MOVER_COLUMNS.filter((column) => column.key !== "volume"),
       });
     });
     return;
   }
 
-  const rows = rankScreenerQuotes(
-    category,
-    await fetchScreener(category, limit, undefined, { forceRefresh: ctx.cliOptions.refresh }),
-  );
-  ctx.printResult({ data: rows }, {
+  const screener = await fetchScreenerResult(category, limit, undefined, { forceRefresh: ctx.cliOptions.refresh });
+  const rows = rankScreenerQuotes(category, screener.data);
+  // A screener snapshot, as the MOST report reads it: delayed, each row dated by its own last price.
+  ctx.printResult({ data: rows, freshness: rowsFreshness(rows, { status: "delayed" }, { stale: screener.stale === true }) }, {
     columns: [
       ...MOVER_COLUMNS.slice(0, 4),
       { key: "volume", header: "Volume", align: "right", value: (row) => formatCompact(Number(row.volume)) },
@@ -103,7 +106,7 @@ async function runQuoteBasket(symbols: string[], ctx: Parameters<CliCommandDef["
       symbols.map((symbol) => ({ symbol, exchange: "" })),
       { forceRefresh: ctx.cliOptions.refresh },
     );
-    ctx.printResult({ data: quoteRows(results), metadata }, {
+    ctx.printResult({ data: quoteRows(results), metadata, freshness: quotesFreshness(results.map((result) => result.quote)) }, {
       columns: [
         { key: "symbol", header: "Symbol" },
         { key: "name", header: "Name" },
@@ -115,13 +118,12 @@ async function runQuoteBasket(symbols: string[], ctx: Parameters<CliCommandDef["
   });
 }
 
-function localDateTimePart(value: unknown, part: "date" | "time"): string {
+/** The UTC date, or the UTC time with its zone named, of an event's timestamp. */
+function utcDateTimePart(value: unknown, part: "date" | "time"): string {
   const date = new Date(String(value));
   if (Number.isNaN(date.getTime())) return "";
-  const pad = (number: number) => String(number).padStart(2, "0");
-  return part === "date"
-    ? `${date.getFullYear()}-${pad(date.getMonth() + 1)}-${pad(date.getDate())}`
-    : `${pad(date.getHours())}:${pad(date.getMinutes())}`;
+  const iso = date.toISOString();
+  return part === "date" ? iso.slice(0, 10) : `${iso.slice(11, 16)} UTC`;
 }
 
 async function runEcon(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
@@ -144,11 +146,15 @@ async function runEcon(args: string[], ctx: Parameters<CliCommandDef["execute"]>
         forecast: event.forecast ?? "",
         prior: event.prior ?? "",
       }));
-    ctx.printResult({ data: rows, metadata: { country, impact } }, {
+    ctx.printResult({
+      data: rows,
+      metadata: { country, impact },
+      freshness: rowsFreshness(rows, { status: "not-a-feed", basis: "calendar", observedKey: "date", oldest: null }),
+    }, {
       columns: [
-        // Text shows both halves of the event timestamp in local time; exports keep the source values.
-        { key: "date", header: "Date", format: (value) => localDateTimePart(value, "date") },
-        { key: "time", header: "Time", format: (_value, row) => localDateTimePart(row.date, "time") },
+        // Text shows both halves of the event timestamp in UTC, never the host's zone; exports keep the source values.
+        { key: "date", header: "Date", format: (value) => utcDateTimePart(value, "date") },
+        { key: "time", header: "Time", format: (value, row) => value === "All Day" ? "All day" : utcDateTimePart(row.date, "time") },
         { key: "country", header: "Country" },
         { key: "impact", header: "Impact" },
         { key: "event", header: "Event" },
@@ -167,7 +173,11 @@ async function runFred(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
   const seriesId = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb fred <series-id> [--start <yyyy-mm-dd>]", ctx);
   const data = await apiClient.getCloudFredSeries(seriesId, { startDate, sortOrder });
   const rows = data.observations.slice(0, ctx.cliOptions.limit ?? data.observations.length);
-  ctx.printResult({ data: rows, metadata: { info: data.info, seriesId, startDate, sortOrder } }, {
+  ctx.printResult({
+    data: rows,
+    metadata: { info: data.info, seriesId, startDate, sortOrder },
+    freshness: rowsFreshness(rows, { source: "FRED", status: "not-a-feed", basis: "published statistics", observedKey: "date", oldest: null }),
+  }, {
     textColumns: [
       { key: "date", header: "Date" },
       { key: "value", header: data.info?.units ? `Value (${data.info.units})` : "Value", align: "right" },
@@ -190,7 +200,11 @@ async function runYieldCurve(args: string[], ctx: Parameters<CliCommandDef["exec
       title: data.info?.title ?? "",
     };
   }));
-  ctx.printResult({ data: results, metadata: { startDate } }, {
+  ctx.printResult({
+    data: results,
+    metadata: { startDate },
+    freshness: rowsFreshness(results, { source: "FRED", status: "not-a-feed", basis: "daily Treasury yields", observedKey: "date" }),
+  }, {
     textColumns: [
       { key: "tenor", header: "Tenor", value: (row) => YIELD_TENORS[String(row.seriesId)] ?? row.seriesId },
       { key: "value", header: "Yield %", align: "right" },
@@ -200,20 +214,50 @@ async function runYieldCurve(args: string[], ctx: Parameters<CliCommandDef["exec
   });
 }
 
-async function runCorrelation(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
-  const left = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb correlation <symbol-a> <symbol-b>", ctx);
-  const right = requireArg(args[1]?.toUpperCase(), "Usage: gloomberb correlation <symbol-a> <symbol-b>", ctx);
+async function runCorrelation(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
+  const args = [...rawArgs];
+  const exchange = takeOption(args, "--exchange");
+  const usage = "Usage: gloomberb correlation <symbol-a> <symbol-b>";
+  requireArg(args[0], usage, ctx);
+  requireArg(args[1], usage, ctx);
   await withCliServices(ctx, async (services) => {
+    // --exchange is for a symbol that names no exchange of its own.
+    const [leftListing, rightListing] = await Promise.all([args[0]!, args[1]!].map((raw) => (
+      requireCliListing(raw, exchange, services, ctx, { ownExchangeWins: true })
+    )));
+    const left = leftListing!.key;
+    const right = rightListing!.key;
     // Same daily-return model as the CORR pane: price levels of two trending
     // assets correlate spuriously, often with the opposite sign.
-    const loadSeries = async (key: string) => {
-      const parsed = parsePublicTickerKey(key);
-      const exchange = parsed.exchange ?? (await services.store.loadTicker(key))?.metadata.exchange ?? "";
-      return buildCorrelationSeries(key, await loadCorrelationHistory(services.dataProvider, parsed.symbol, exchange, "1Y"));
-    };
-    const [leftSeries, rightSeries] = await Promise.all([loadSeries(left), loadSeries(right)]);
+    const loadSeries = async (listing: CliListing) => buildCorrelationSeries(
+      listing.key,
+      await loadForListing(
+        listing, services, ctx,
+        () => loadCorrelationHistory(services.dataProvider, listing.request.symbol, listing.request.exchange, "1Y"),
+      ),
+    );
+    const [leftSeries, rightSeries] = await Promise.all([loadSeries(leftListing!), loadSeries(rightListing!)]);
     const { correlation, sampleSize } = correlateDailyCloses(leftSeries.prices, rightSeries.prices);
-    ctx.printResult({ data: [{ left, right, samples: sampleSize, correlation }], metadata: { range: "1Y", basis: CORRELATION_RETURN_BASIS } }, {
+    // A bare symbol names no exchange; its quote says where it lists, which sets when its daily close is taken.
+    const [leftQuote, rightQuote] = await Promise.all([leftListing!, rightListing!].map((listing) => loadListingQuote(services.dataProvider, listing)));
+    const sessionNote = mixedSessionCloseNote(
+      { symbol: leftListing!.symbol, exchange: listingIdentity(leftListing!, leftQuote).exchange, label: left },
+      { symbol: rightListing!.symbol, exchange: listingIdentity(rightListing!, rightQuote).exchange, label: right },
+      alignDailyCloses(leftSeries.prices, rightSeries.prices).at(-1)?.dateKey,
+    );
+    // The daily closes used, dated by the newest last bar as the CORR report is.
+    const lastBars = [leftSeries, rightSeries].map((series) => series.prices.at(-1)?.dateKey);
+    const freshness = rowsFreshness([], {
+      ...DAILY_CLOSES,
+      asOf: newestReportTime(lastBars),
+      oldest: oldestReportTime(lastBars),
+    });
+    ctx.printResult({
+      data: [{ left, right, samples: sampleSize, correlation }],
+      ...(sessionNote ? { warnings: [sessionNote] } : {}),
+      metadata: { range: "1Y", basis: CORRELATION_RETURN_BASIS },
+      freshness,
+    }, {
       layout: "record",
       textColumns: [
         { key: "left", header: "Symbols", value: (row) => `${row.left} / ${row.right}` },
@@ -292,7 +336,8 @@ export const overviewCliCommands: CliCommandDef[] = [
     help: {
       group: CLI_COMMAND_GROUPS.research,
       usage: ["correlation <symbol-a> <symbol-b>"],
-      examples: ["correlation AAPL MSFT", "correlation GLD TLT"],
+      options: [EXCHANGE_OPTION],
+      examples: ["correlation AAPL MSFT", "correlation GLD TLT", "correlation BHP:ASX RIO:ASX"],
     },
     execute: runCorrelation,
   },

package/src/cli/commands/ticker.ts

@@ -1,7 +1,7 @@
 import { formatShortDate, parseDisplayDate } from "../../utils/datetime-format";
 import { formatReportedMoney } from "../../utils/reported-money";
 import { latestFinancialPeriod } from "../../utils/latest-financial-period";
-import { formatPriceEarnings } from "../../utils/price-earnings";
+import { exportedFundamentals, formatPriceEarnings, priceEarningsOnEarnings } from "../../utils/price-earnings";
 import { describeFundamentalMarketCap, selectMarketCapitalization } from "../../utils/market-capitalization";
 import {
   formatCompact,
@@ -20,7 +20,12 @@ import {
   wrapText,
   type CliStatEntry,
 } from "../../utils/cli-output";
-import { exchangeShortName, marketStateLabel } from "../../market-data/market/status";
+import {
+  exchangeShortName,
+  getExtendedSessionDisplay,
+  getRegularSessionDisplay,
+  marketStateLabel,
+} from "../../market-data/market/status";
 import type { AppConfig } from "../../types/config";
 import type { FinancialStatement, TickerFinancials } from "../../types/financials";
 import { computeTickerPriceReturns } from "../../market-data/ticker-price-returns";
@@ -44,6 +49,11 @@ import {
 } from "../helpers";
 import { NotesFiles } from "../../plugins/builtin/notes/files";
 import { isUsEquityTicker } from "../../utils/sec";
+import { canonicalExchange, exchangeLabel, isKnownExchangeCode } from "../../utils/exchanges";
+import { failIfNotTraded, ListingArgError, listingIdentity, resolveCliListing, type CliListing } from "../listing-arg";
+import { isDepositaryReceipt } from "../../utils/depositary-receipt";
+import { cliFreshnessFooter } from "../result";
+import { fundamentalsFreshness, quotesFreshness } from "../freshness";
 
 const NEWS_ITEM_LIMIT = 5;
 const SEC_FILING_LIMIT = 5;
@@ -52,6 +62,8 @@ const MAX_PROSE_WIDTH = 100;
 const METADATA_SEPARATOR = "  ·  ";
 
 interface TickerCommandDependencies {
+  /** `--exchange`: the listing, for a symbol that trades in several places. */
+  exchange?: string;
   initMarketData?: () => Promise<MarketContext>;
   fail?: (message: string, details?: string) => never;
   printResult?: CliCommandContext["printResult"];
@@ -232,6 +244,7 @@ function enterpriseValueCurrency(
 function fundamentalsMetrics(
   quote: TickerFinancials["quote"],
   fundamentals: TickerFinancials["fundamentals"],
+  profile: TickerFinancials["profile"],
   marketCapText: string,
   priceReturns: { return1Y?: number | null; return3Y?: number | null },
   enterpriseValueText = formatReportedMoney(fundamentals?.enterpriseValue, enterpriseValueCurrency(quote, fundamentals)),
@@ -239,15 +252,17 @@ function fundamentalsMetrics(
   return [
     ["Market Cap", marketCapText],
     ["Enterprise Value", enterpriseValueText],
-    ["P/E (TTM)", formatPriceEarnings(fundamentals?.trailingPE, 2)],
-    ["Forward P/E", formatPriceEarnings(fundamentals?.forwardPE, 2)],
-    ["PEG", fundamentals?.pegRatio != null ? formatNumber(fundamentals.pegRatio, 2) : "—"],
-    ["EPS", formatReportedMoney(fundamentals?.eps, fundamentals?.financialCurrency, true)],
+    // A multiple over a loss is N/M, even beside a positive one the source served from an older period.
+    ["P/E (TTM)", formatPriceEarnings(priceEarningsOnEarnings(fundamentals?.trailingPE, fundamentals?.eps), 2)],
+    ["Forward P/E", formatPriceEarnings(priceEarningsOnEarnings(fundamentals?.forwardPE, fundamentals?.forwardEps), 2)],
+    ["PEG", formatPriceEarnings(fundamentals?.pegRatio, 2)],
+    // The flows and EPS are one trailing-twelve-month block, the same twelve months for each line.
+    ["EPS (TTM)", formatReportedMoney(fundamentals?.eps, fundamentals?.financialCurrency, true)],
     [`Dividend Yield${fundamentals?.dividendYieldBasis ? ` (${fundamentals.dividendYieldBasis})` : ""}`, fundamentals?.dividendYield != null ? formatFractionPercentCell(fundamentals.dividendYield) : "—"],
-    ["Revenue", formatReportedMoney(fundamentals?.revenue, fundamentals?.financialCurrency)],
-    ["Net Income", formatReportedMoney(fundamentals?.netIncome, fundamentals?.financialCurrency)],
-    ["Operating Cash Flow", formatReportedMoney(fundamentals?.operatingCashFlow, fundamentals?.financialCurrency)],
-    ["Free Cash Flow", formatReportedMoney(fundamentals?.freeCashFlow, fundamentals?.financialCurrency)],
+    ["Revenue (TTM)", formatReportedMoney(fundamentals?.revenue, fundamentals?.financialCurrency)],
+    ["Net Income (TTM)", formatReportedMoney(fundamentals?.netIncome, fundamentals?.financialCurrency)],
+    ["Operating Cash Flow (TTM)", formatReportedMoney(fundamentals?.operatingCashFlow, fundamentals?.financialCurrency)],
+    ["Free Cash Flow (TTM)", formatReportedMoney(fundamentals?.freeCashFlow, fundamentals?.financialCurrency)],
     // Levels, not changes, so they carry no sign.
     ["Operating Margin", fundamentals?.operatingMargin != null ? formatFractionPercentCell(fundamentals.operatingMargin) : "—"],
     ["Profit Margin", fundamentals?.profitMargin != null ? formatFractionPercentCell(fundamentals.profitMargin) : "—"],
@@ -255,15 +270,21 @@ function fundamentalsMetrics(
     ["Last Quarter Growth", fundamentals?.lastQuarterGrowth != null ? colorBySign(formatPercent(fundamentals.lastQuarterGrowth), fundamentals.lastQuarterGrowth) : "—"],
     ["1Y Return", priceReturns.return1Y != null ? colorBySign(formatPercent(priceReturns.return1Y), priceReturns.return1Y) : "—"],
     ["3Y Return", priceReturns.return3Y != null ? colorBySign(formatPercent(priceReturns.return3Y), priceReturns.return3Y) : "—"],
-    ["Shares Outstanding", formatCompact(fundamentals?.sharesOutstanding)],
+    // A receipt's count is its ordinary shares expressed in receipts, as its market cap is.
+    [
+      "Shares Outstanding",
+      fundamentals?.sharesOutstanding != null && isDepositaryReceipt({ ...quote, description: profile?.description })
+        ? `${formatCompact(fundamentals.sharesOutstanding)} (ADR equivalent)`
+        : formatCompact(fundamentals?.sharesOutstanding),
+    ],
   ];
 }
 
-const VALUATION_METRICS = new Set(["Market Cap", "Enterprise Value", "P/E (TTM)", "Forward P/E", "PEG", "EPS"]);
+const VALUATION_METRICS = new Set(["Market Cap", "Enterprise Value", "P/E (TTM)", "Forward P/E", "PEG", "EPS (TTM)"]);
 
 /** Text for `gloomberb fundamentals` and `gloomberb valuation`: the ticker report's fundamentals without the rest. */
 export function renderFundamentalsReport(
-  financials: TickerFinancials & { symbol: string },
+  financials: TickerFinancials & { symbol: string; exchange?: string },
   view: "fundamentals" | "valuation",
 ): string {
   const quote = financials.quote;
@@ -273,11 +294,12 @@ export function renderFundamentalsReport(
   const marketCapText = capitalization
     ? `${formatCompact(capitalization.value)} ${capitalization.currency}`
     : "—";
-  const metrics = fundamentalsMetrics(quote, fundamentals, marketCapText, computeTickerPriceReturns(financials));
+  const metrics = fundamentalsMetrics(quote, fundamentals, profile, marketCapText, computeTickerPriceReturns(financials));
   const symbol = quote?.symbol ?? financials.symbol;
   const name = quote?.name && quote.name !== symbol ? ` ${cliStyles.bold(quote.name)}` : "";
   const lines = [`${cliStyles.accent(symbol)}${name}`];
   const profileParts = [
+    financials.exchange ? exchangeLabel(financials.exchange) : undefined,
     profile?.sector ? `Sector ${profile.sector}` : undefined,
     profile?.industry ? `Industry ${profile.industry}` : undefined,
   ].filter((part): part is string => !!part);
@@ -293,8 +315,21 @@ export function renderFundamentalsReport(
   return lines.join("\n");
 }
 
+/** "Euronext Paris (EPA)": the venue the report is for, named in full when the app knows it. */
+function listingVenueLabel(
+  listingExchange: string | undefined,
+  quote: TickerFinancials["quote"],
+  financials: TickerFinancials,
+  tickerFile: TickerRecord | null,
+): string {
+  const exchangeName = quote?.exchangeName ?? financials.quoteMetadata?.listingExchangeName ?? tickerFile?.metadata.exchange;
+  const venue = canonicalExchange(listingExchange || quote?.listingExchangeName || exchangeName);
+  return isKnownExchangeCode(venue) ? exchangeLabel(venue) : exchangeShortName(exchangeName, quote?.fullExchangeName);
+}
+
 export async function buildTickerReport({
   symbol,
+  listingExchange,
   tickerFile,
   financials,
   config,
@@ -304,6 +339,8 @@ export async function buildTickerReport({
   recentSecFilings = [],
 }: {
   symbol: string;
+  /** The exchange the command named, as a canonical code. */
+  listingExchange?: string;
   tickerFile: TickerRecord | null;
   financials: TickerFinancials;
   config: AppConfig;
@@ -326,7 +363,7 @@ export async function buildTickerReport({
   if (!quote) lines.push(cliStyles.muted("Quote unavailable."));
 
   const summaryParts = [
-    exchangeShortName(quote?.exchangeName ?? financials.quoteMetadata?.listingExchangeName ?? tickerFile?.metadata.exchange, quote?.fullExchangeName) || undefined,
+    listingVenueLabel(listingExchange, quote, financials, tickerFile) || undefined,
     (quote?.currency || financials.quoteMetadata?.currency || tickerFile?.metadata.currency)
       ? `Currency ${quote?.currency || financials.quoteMetadata?.currency || tickerFile?.metadata.currency}` : undefined,
     quote?.marketState ? marketStateLabel(quote.marketState) : undefined,
@@ -380,9 +417,18 @@ export async function buildTickerReport({
     : formatReportedMoney(enterpriseValue, evCurrency);
 
   if (quote) {
+    // As the Overview reads it: the regular session, then the extended-hours print against its close.
+    const session = getRegularSessionDisplay(quote)!;
+    const extended = getExtendedSessionDisplay(quote);
+    const extendedRow = (kind: "PRE" | "POST") => extended?.session === kind
+      ? colorBySign(
+        `${formatMarketPriceWithCurrency(extended.price, quote.currency, quoteOptions)} (${formatPercentRaw(extended.changePercent)})`,
+        extended.change,
+      )
+      : "—";
     appendMetricSection(lines, "Quote", [
-      ["Last", colorBySign(formatMarketPriceWithCurrency(quote.price, quote.currency, quoteOptions), quote.change)],
-      ["Change", colorBySign(`${formatMarketChangeWithCurrency(quote.change, quote.currency, quoteOptions, quote.price)} (${formatPercentRaw(quote.changePercent)})`, quote.change)],
+      ["Last", colorBySign(formatMarketPriceWithCurrency(session.price, quote.currency, quoteOptions), session.change)],
+      ["Change", colorBySign(`${formatMarketChangeWithCurrency(session.change, quote.currency, quoteOptions, session.price)} (${formatPercentRaw(session.changePercent)})`, session.change)],
       ["Open", quote.open != null ? formatMarketPriceWithCurrency(quote.open, quote.currency, quoteOptions) : "—"],
       ["Day Range", quote.low != null || quote.high != null
         ? formatPriceRange(quote.low, quote.high, quote.currency, quoteOptions)
@@ -396,22 +442,12 @@ export async function buildTickerReport({
     ]);
 
     appendMetricSection(lines, "Extended Hours", [
-      ["Pre-Market", quote.preMarketPrice != null
-        ? colorBySign(
-          `${formatMarketPriceWithCurrency(quote.preMarketPrice, quote.currency, quoteOptions)} (${formatPercentRaw(quote.preMarketChangePercent)})`,
-          quote.preMarketChange ?? 0,
-        )
-        : "—"],
-      ["After Hours", quote.postMarketPrice != null
-        ? colorBySign(
-          `${formatMarketPriceWithCurrency(quote.postMarketPrice, quote.currency, quoteOptions)} (${formatPercentRaw(quote.postMarketChangePercent)})`,
-          quote.postMarketChange ?? 0,
-        )
-        : "—"],
+      ["Pre-Market", extendedRow("PRE")],
+      ["After Hours", extendedRow("POST")],
     ]);
   }
 
-  appendMetricSection(lines, "Fundamentals", fundamentalsMetrics(quote, fundamentals, marketCapText, priceReturns, enterpriseValueText));
+  appendMetricSection(lines, "Fundamentals", fundamentalsMetrics(quote, fundamentals, profile, marketCapText, priceReturns, enterpriseValueText));
 
   if (capitalization?.provenance.kind === "fundamentals") {
     lines.push(cliStyles.muted(`Market cap: ${describeFundamentalMarketCap(capitalization.provenance)}.`));
@@ -469,6 +505,7 @@ export async function buildTickerReport({
 
 function buildTickerStructuredData({
   symbol,
+  listing,
   tickerFile,
   financials,
   config,
@@ -477,6 +514,7 @@ function buildTickerStructuredData({
   recentSecFilings,
 }: {
   symbol: string;
+  listing: CliListing;
   tickerFile: TickerRecord | null;
   financials: TickerFinancials;
   config: AppConfig;
@@ -486,8 +524,10 @@ function buildTickerStructuredData({
 }) {
   const quote = financials.quote;
   const priceReturns = computeTickerPriceReturns(financials, tickerFile?.metadata.assetCategory);
+  const identity = listingIdentity(listing, quote);
   return {
     symbol,
+    listing: { symbol: identity.symbol, exchange: identity.exchange || null, name: identity.name },
     quote: quote ? {
       symbol: quote.symbol,
       instrumentType: quote.instrumentType,
@@ -518,10 +558,10 @@ function buildTickerStructuredData({
       watchlists: formatWatchlistNames(config, tickerFile.metadata.watchlists),
       positions: tickerFile.metadata.positions,
     } : null,
-    fundamentals: financials.fundamentals || priceReturns.return1Y != null || priceReturns.return3Y != null ? {
+    fundamentals: financials.fundamentals || priceReturns.return1Y != null || priceReturns.return3Y != null ? exportedFundamentals({
       ...financials.fundamentals,
       ...priceReturns,
-    } : undefined,
+    }) : undefined,
     profile: financials.profile,
     financialCurrency: financials.financialCurrency ?? null,
     latestAnnual: latestFinancialPeriod(financials.annualStatements, row => row.date) ?? null,
@@ -551,19 +591,26 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
   const initMarketDataFn = dependencies.initMarketData ?? initMarketData;
   const failCommand = dependencies.fail ?? fail;
   await withMarketData(initMarketDataFn, async ({ config, store, dataProvider, dataDir }) => {
-    const normalized = symbol.trim().toUpperCase();
-    const tickerFile = await store.loadTicker(normalized);
-    const exchange = tickerFile?.metadata.exchange ?? "";
+    let listing: CliListing;
+    try {
+      listing = await resolveCliListing(symbol, dependencies.exchange, { store, dataProvider });
+    } catch (error) {
+      if (error instanceof ListingArgError) failCommand(error.message, error.details);
+      throw error;
+    }
+    // A named listing goes by its key (SAN:EPA); a bare symbol by its saved listing, as before.
+    const normalized = listing.key;
+    const tickerFile = listing.saved;
+    const { symbol: requestSymbol, exchange } = listing.request;
     const toBase = createBaseConverter(dataProvider, config.baseCurrency);
 
     let financials: TickerFinancials | null = null;
     try {
-      financials = await dataProvider.getTickerFinancials(normalized, exchange);
+      financials = await dataProvider.getTickerFinancials(requestSymbol, exchange);
     } catch (error) {
-      failCommand(
-        `Failed to fetch data for ${normalized}.`,
-        error instanceof Error ? error.message : String(error),
-      );
+      // A known exchange the symbol is not listed on: say where it is.
+      await failIfNotTraded(listing, { store, dataProvider }, { fail: failCommand });
+      failCommand(`Failed to fetch data for ${normalized}.`, error instanceof Error ? error.message : String(error));
     }
 
     const hasResearchData = financials && (
@@ -579,25 +626,30 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
       || financials.quarterlyStatements.length > 0
     );
     if (!financials || (!hasResearchData && !tickerFile?.metadata.positions.some((position) => position.shares !== 0))) {
+      await failIfNotTraded(listing, { store, dataProvider }, { fail: failCommand });
       failCommand(`No research data available for ${normalized}.`);
     }
     const resolvedFinancials = financials as TickerFinancials;
     const quote = resolvedFinancials.quote;
 
     const notesFiles = new NotesFiles(dataDir);
+    const listingName = listingIdentity(listing, quote).name;
     const [notesResult, newsResult, secFilingsResult] = await Promise.allSettled([
-      notesFiles.load(normalized),
+      notesFiles.load(tickerFile?.metadata.ticker ?? normalized),
       dataProvider.getNews({
         feed: "ticker",
         // Still set for news plugins that read the deprecated scope.
         scope: "ticker",
-        ticker: normalized,
+        ticker: requestSymbol,
         exchange: exchange || quote?.exchangeName || "",
         tickerTier: "primary",
         limit: NEWS_ITEM_LIMIT,
       }),
+      // Outside the US the lookup checks the SEC registrant against the listing's company,
+      // and refuses another company's filings.
       shouldFetchSecFilings(tickerFile, resolvedFinancials) && dataProvider.getSecFilings
-        ? dataProvider.getSecFilings(normalized, SEC_FILING_LIMIT, exchange || quote?.exchangeName || "")
+        ? dataProvider.getSecFilings(requestSymbol, SEC_FILING_LIMIT, exchange || quote?.exchangeName || "",
+          listingName ? { listingName } : undefined)
         : Promise.resolve([]),
     ]);
 
@@ -605,11 +657,15 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     const recentNews = newsResult.status === "fulfilled" ? newsResult.value : [];
     const recentSecFilings = secFilingsResult.status === "fulfilled" ? secFilingsResult.value : [];
 
+    // The quote is the feed in this report; without one, the fundamentals date it.
+    const freshness = quote ? quotesFreshness([quote]) : fundamentalsFreshness(resolvedFinancials);
     if (dependencies.printResult) {
       dependencies.printResult({
+        freshness,
         warnings: quote ? undefined : ["Quote unavailable."],
         data: buildTickerStructuredData({
           symbol: normalized,
+          listing,
           tickerFile,
           financials: resolvedFinancials,
           config,
@@ -623,6 +679,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
 
     console.log(await buildTickerReport({
         symbol: normalized,
+        listingExchange: listing.exchange,
         tickerFile,
         financials: resolvedFinancials,
         config,
@@ -631,5 +688,6 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
         recentNews,
         recentSecFilings,
     }));
+    if (freshness) console.log(`\n${cliFreshnessFooter(freshness)}`);
   });
 }