gloomberb 0.16.2 → 0.16.3

package/src/cli/commands/overview.ts

@@ -10,8 +10,16 @@ import {
   type ScreenerCategory,
 } from "../../plugins/builtin/market-movers/screener";
 import { formatMoverPrice, moverReferencePrice } from "../../plugins/builtin/market-movers/model";
-import { loadCalendar, matchesCountry, matchesImpact, type CountryFilter, type ImpactFilter } from "../../plugins/builtin/econ/calendar-model";
-import { isoDate, requireArg, takeOption } from "./command-utils";
+import {
+  COUNTRY_CYCLE,
+  FILTER_CYCLE,
+  loadCalendar,
+  matchesCountry,
+  matchesImpact,
+  type CountryFilter,
+  type ImpactFilter,
+} from "../../plugins/builtin/econ/calendar-model";
+import { isoDate, rejectExtraArgs, requireArg, requireOneArg, takeOption } from "./command-utils";
 import { buildCorrelationSeries } from "../../plugins/builtin/correlation/matrix/model";
 import { alignDailyCloses, correlateDailyCloses } from "../../plugins/builtin/correlation/compute";
 import { mixedSessionCloseNote } from "../../market-data/market/session-close-note";
@@ -48,11 +56,26 @@ const MOVER_COLUMNS = [
 ];
 const START_OPTION = { flags: "--start <yyyy-mm-dd>", description: "First observation date (default 2021-01-01)" };
 
-function screenerCategory(value: string | undefined): ScreenerCategory | "trending" {
-  if (value === "losers") return "day_losers";
-  if (value === "active" || value === "most-active") return "most_actives";
-  if (value === "trending") return "trending";
-  return "day_gainers";
+const MOVER_LISTS: Record<string, ScreenerCategory | "trending"> = {
+  gainers: "day_gainers",
+  losers: "day_losers",
+  active: "most_actives",
+  "most-active": "most_actives",
+  trending: "trending",
+};
+const MOVERS_USAGE = "movers [gainers|losers|active|trending]";
+
+function screenerCategory(args: readonly string[], ctx: Parameters<CliCommandDef["execute"]>[1]): ScreenerCategory | "trending" {
+  rejectExtraArgs(args, 1, { usage: MOVERS_USAGE, takes: "one list" }, ctx);
+  const list = args[0]?.toLowerCase() ?? "gainers";
+  const category = MOVER_LISTS[list];
+  if (!category) ctx.fail(`Unknown list "${args[0]}".`, "Use gainers, losers, active or trending.");
+  return category;
+}
+
+/** A command that takes no arguments fails on one, rather than answering as if it were not there. */
+function rejectArgs(args: readonly string[], usage: string, ctx: Parameters<CliCommandDef["execute"]>[1], advice?: string): void {
+  rejectExtraArgs(args, 0, { usage, takes: "no arguments", advice }, ctx);
 }
 
 function quoteRows(results: Awaited<ReturnType<NonNullable<import("../../types/data-provider").AssetDataProvider["getQuotesBatch"]>>>) {
@@ -72,7 +95,7 @@ function quoteRows(results: Awaited<ReturnType<NonNullable<import("../../types/d
 }
 
 async function runMoverCommand(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
-  const category = screenerCategory(args[0]);
+  const category = screenerCategory(args, ctx);
   const limit = ctx.cliOptions.limit ?? 25;
   if (category === "trending") {
     await withCliServices(ctx, async (services) => {
@@ -126,10 +149,21 @@ function utcDateTimePart(value: unknown, part: "date" | "time"): string {
   return part === "date" ? iso.slice(0, 10) : `${iso.slice(11, 16)} UTC`;
 }
 
+const ECON_USAGE = "econ [--country <region>] [--impact <level>]";
+
+/** One of a filter's values, matched without regard to case; anything else fails with the list. */
+function parseFilter<T extends string>(value: string | undefined, values: readonly T[], label: string, ctx: Parameters<CliCommandDef["execute"]>[1]): T {
+  if (value == null) return values[0]!;
+  const match = values.find((candidate) => candidate.toLowerCase() === value.trim().toLowerCase());
+  if (!match) ctx.fail(`Unknown ${label} "${value}".`, `Use ${values.join(", ")}.`);
+  return match;
+}
+
 async function runEcon(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
   const rawArgs = [...args];
-  const country = (takeOption(rawArgs, "--country") ?? "all") as CountryFilter;
-  const impact = (takeOption(rawArgs, "--impact") ?? "all") as ImpactFilter;
+  const country: CountryFilter = parseFilter(takeOption(rawArgs, "--country"), COUNTRY_CYCLE, "country", ctx);
+  const impact: ImpactFilter = parseFilter(takeOption(rawArgs, "--impact"), FILTER_CYCLE, "impact", ctx);
+  rejectArgs(rawArgs, ECON_USAGE, ctx, "Filter with --country and --impact.");
   await withCliServices(ctx, async (services) => {
     const { data: events } = await loadCalendar(ctx.cliOptions.refresh);
     const rows = events
@@ -170,7 +204,7 @@ async function runFred(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
   const args = [...rawArgs];
   const startDate = takeOption(args, "--start") ?? "2021-01-01";
   const sortOrder = (takeOption(args, "--sort") ?? "desc") as "asc" | "desc";
-  const seriesId = requireArg(args[0]?.toUpperCase(), "Usage: gloomberb fred <series-id> [--start <yyyy-mm-dd>]", ctx);
+  const seriesId = requireOneArg(args, "fred <series-id> [--start <yyyy-mm-dd>]", "series", ctx).toUpperCase();
   const data = await apiClient.getCloudFredSeries(seriesId, { startDate, sortOrder });
   const rows = data.observations.slice(0, ctx.cliOptions.limit ?? data.observations.length);
   ctx.printResult({
@@ -187,8 +221,10 @@ async function runFred(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
 
 const YIELD_TENORS: Record<string, string> = { DGS3MO: "3M", DGS2: "2Y", DGS10: "10Y", DGS30: "30Y" };
 
-async function runYieldCurve(args: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
+async function runYieldCurve(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
+  const args = [...rawArgs];
   const startDate = takeOption(args, "--start") ?? "2021-01-01";
+  rejectArgs(args, "yield-curve [--start <yyyy-mm-dd>]", ctx);
   const series = Object.keys(YIELD_TENORS);
   const results = await Promise.all(series.map(async (seriesId) => {
     const data = await apiClient.getCloudFredSeries(seriesId, { startDate, sortOrder: "desc" });
@@ -217,9 +253,10 @@ async function runYieldCurve(args: string[], ctx: Parameters<CliCommandDef["exec
 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);
+  const usage = "correlation <symbol-a> <symbol-b>";
+  requireArg(args[0], `Usage: gloomberb ${usage}`, ctx);
+  requireArg(args[1], `Usage: gloomberb ${usage}`, ctx);
+  rejectExtraArgs(args, 2, { usage, takes: "two symbols", advice: "Run it once per pair." }, 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) => (
@@ -274,7 +311,7 @@ export const overviewCliCommands: CliCommandDef[] = [
     description: "Show gainers, losers, most active, or trending stocks",
     help: {
       group: CLI_COMMAND_GROUPS.markets,
-      usage: ["movers [gainers|losers|active|trending]"],
+      usage: [MOVERS_USAGE],
       examples: ["movers", "movers losers --limit 10", "movers trending"],
     },
     execute: runMoverCommand,
@@ -283,20 +320,26 @@ export const overviewCliCommands: CliCommandDef[] = [
     name: "indices",
     description: "Show the major US stock indices",
     help: { group: CLI_COMMAND_GROUPS.markets, usage: ["indices"] },
-    execute: (_args, ctx) => runQuoteBasket([...MARKET_SUMMARY_SYMBOLS], ctx, { group: "indices" }),
+    execute: (args, ctx) => {
+      rejectArgs(args, "indices", ctx);
+      return runQuoteBasket([...MARKET_SUMMARY_SYMBOLS], ctx, { group: "indices" });
+    },
   },
   {
     name: "sectors",
     description: "Show the SPDR sector ETFs",
     help: { group: CLI_COMMAND_GROUPS.markets, usage: ["sectors"] },
-    execute: (_args, ctx) => runQuoteBasket(getSectorCollection("sectors").items.map((item) => item.etf), ctx, { group: "sectors" }),
+    execute: (args, ctx) => {
+      rejectArgs(args, "sectors", ctx);
+      return runQuoteBasket(getSectorCollection("sectors").items.map((item) => item.etf), ctx, { group: "sectors" });
+    },
   },
   {
     name: "econ",
     description: "List upcoming economic calendar events",
     help: {
       group: CLI_COMMAND_GROUPS.markets,
-      usage: ["econ [--country <region>] [--impact <level>]"],
+      usage: [ECON_USAGE],
       options: [
         { flags: "--country <region>", description: "US, G7, EU, or all (default all)" },
         { flags: "--impact <level>", description: "high, medium, low, or all (default all)" },

package/src/cli/commands/ticker.ts

@@ -1,5 +1,6 @@
 import { formatShortDate, parseDisplayDate } from "../../utils/datetime-format";
 import { formatReportedMoney } from "../../utils/reported-money";
+import { fundamentalsCurrency, reportedEnterpriseValue } from "../../utils/fundamentals";
 import { latestFinancialPeriod } from "../../utils/latest-financial-period";
 import { exportedFundamentals, formatPriceEarnings, priceEarningsOnEarnings } from "../../utils/price-earnings";
 import { describeFundamentalMarketCap, selectMarketCapitalization } from "../../utils/market-capitalization";
@@ -51,8 +52,10 @@ 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 { sharesOutstandingInReceipts } from "../../utils/depositary-receipt";
 import { cliFreshnessFooter } from "../result";
+import { exportEntriesTable, reportFooterLines, type CliReportTables } from "../report-tables";
+import type { ReportFreshness } from "../pane-functions/freshness";
 import { fundamentalsFreshness, quotesFreshness } from "../freshness";
 
 const NEWS_ITEM_LIMIT = 5;
@@ -99,10 +102,26 @@ function buildStatementMetrics(statement: FinancialStatement, currency?: string)
     ["Total Debt", money(statement.totalDebt)],
     ["Equity", money(statement.totalEquity)],
     ["Diluted EPS", money(statement.eps, true)],
-    ["Diluted Shares", formatCompact(statement.dilutedShares)],
+    // Labelled only when the service says the row counts receipts.
+    ["Diluted Shares", statement.dilutedShares != null && statement.shareBasis === "depositary_receipt"
+      ? `${formatCompact(statement.dilutedShares)} (ADR equivalent)`
+      : formatCompact(statement.dilutedShares)],
   ];
 }
 
+/**
+ * A receipt's count is its ordinary shares expressed in receipts, as its
+ * market cap is; the ordinary count follows when the service gives it.
+ */
+function sharesOutstandingText(fundamentals: TickerFinancials["fundamentals"], inReceipts: boolean): string {
+  const shares = fundamentals?.sharesOutstanding;
+  if (shares == null || !inReceipts) return formatCompact(shares);
+  const ordinary = fundamentals?.shareBasis === "depositary_receipt" ? fundamentals.underlyingOrdinaryShares : undefined;
+  return ordinary != null && Number.isFinite(ordinary) && ordinary > 0
+    ? `${formatCompact(shares)} (ADR equivalent = ${formatCompact(ordinary)} ordinary shares)`
+    : `${formatCompact(shares)} (ADR equivalent)`;
+}
+
 /** Provider prose is wrapped; `verbatim` keeps the user's own spacing, such as a table in a note. */
 function appendTextSection(lines: string[], title: string, content: string | undefined, verbatim = false) {
   const text = content?.trim();
@@ -241,60 +260,103 @@ function enterpriseValueCurrency(
     || undefined;
 }
 
+/** A fundamentals line: the text the report prints, and for CSV the figure behind it in `unit`. */
+interface FundamentalsMetric {
+  label: string;
+  text: string;
+  value?: number | string | null;
+  unit?: string;
+}
+
+type MetricFigure = Omit<FundamentalsMetric, "label">;
+
+/** An amount in the currency the source reported it in; `ccy?` when it named none, as the text says. */
+function reportedMoney(value: number | undefined, currency: string | undefined, perShare = false): MetricFigure {
+  return { text: formatReportedMoney(value, currency, perShare), value, unit: currency?.trim() || "ccy?" };
+}
+
+function percentFigure(fraction: number | null | undefined, format: (value: number) => string): MetricFigure {
+  return fraction != null ? { text: format(fraction), value: fraction * 100, unit: "%" } : { text: "—" };
+}
+
+function multipleFigure(value: ReturnType<typeof priceEarningsOnEarnings> | number | undefined): MetricFigure {
+  const text = formatPriceEarnings(value, 2);
+  return { text, value: typeof value === "number" && Number.isFinite(value) && value > 0 ? value : text === "N/M" ? text : null };
+}
+
 function fundamentalsMetrics(
   quote: TickerFinancials["quote"],
   fundamentals: TickerFinancials["fundamentals"],
   profile: TickerFinancials["profile"],
-  marketCapText: string,
+  marketCap: MetricFigure,
   priceReturns: { return1Y?: number | null; return3Y?: number | null },
-  enterpriseValueText = formatReportedMoney(fundamentals?.enterpriseValue, enterpriseValueCurrency(quote, fundamentals)),
-): Array<[string, string]> {
+  reportingCurrency: string | undefined,
+  enterpriseValue = reportedMoney(reportedEnterpriseValue(fundamentals), enterpriseValueCurrency(quote, fundamentals)),
+): FundamentalsMetric[] {
+  const signed = (value: number) => colorBySign(formatPercent(value), value);
+  const receipt = fundamentals?.sharesOutstanding != null && sharesOutstandingInReceipts(quote, fundamentals, profile?.description);
   return [
-    ["Market Cap", marketCapText],
-    ["Enterprise Value", enterpriseValueText],
+    { label: "Market Cap", ...marketCap },
+    { label: "Enterprise Value", ...enterpriseValue },
     // 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)],
+    { label: "P/E (TTM)", ...multipleFigure(priceEarningsOnEarnings(fundamentals?.trailingPE, fundamentals?.eps)) },
+    { label: "Forward P/E", ...multipleFigure(priceEarningsOnEarnings(fundamentals?.forwardPE, fundamentals?.forwardEps)) },
+    { label: "PEG", ...multipleFigure(fundamentals?.pegRatio) },
     // 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 (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)],
+    { label: "EPS (TTM)", ...reportedMoney(fundamentals?.eps, reportingCurrency, true) },
+    {
+      label: `Dividend Yield${fundamentals?.dividendYieldBasis ? ` (${fundamentals.dividendYieldBasis})` : ""}`,
+      ...percentFigure(fundamentals?.dividendYield, formatFractionPercentCell),
+    },
+    { label: "Revenue (TTM)", ...reportedMoney(fundamentals?.revenue, reportingCurrency) },
+    { label: "Net Income (TTM)", ...reportedMoney(fundamentals?.netIncome, reportingCurrency) },
+    { label: "Operating Cash Flow (TTM)", ...reportedMoney(fundamentals?.operatingCashFlow, reportingCurrency) },
+    { label: "Free Cash Flow (TTM)", ...reportedMoney(fundamentals?.freeCashFlow, reportingCurrency) },
     // Levels, not changes, so they carry no sign.
-    ["Operating Margin", fundamentals?.operatingMargin != null ? formatFractionPercentCell(fundamentals.operatingMargin) : "—"],
-    ["Profit Margin", fundamentals?.profitMargin != null ? formatFractionPercentCell(fundamentals.profitMargin) : "—"],
-    ["Revenue Growth", fundamentals?.revenueGrowth != null ? colorBySign(formatPercent(fundamentals.revenueGrowth), fundamentals.revenueGrowth) : "—"],
-    ["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) : "—"],
-    // 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),
-    ],
+    { label: "Operating Margin", ...percentFigure(fundamentals?.operatingMargin, formatFractionPercentCell) },
+    { label: "Profit Margin", ...percentFigure(fundamentals?.profitMargin, formatFractionPercentCell) },
+    { label: "Revenue Growth", ...percentFigure(fundamentals?.revenueGrowth, signed) },
+    { label: "Last Quarter Growth", ...percentFigure(fundamentals?.lastQuarterGrowth, signed) },
+    { label: "1Y Return", ...percentFigure(priceReturns.return1Y, signed) },
+    { label: "3Y Return", ...percentFigure(priceReturns.return3Y, signed) },
+    {
+      label: "Shares Outstanding",
+      text: sharesOutstandingText(fundamentals, receipt),
+      value: fundamentals?.sharesOutstanding,
+      ...(receipt ? { unit: "ADR equivalent" } : {}),
+    },
   ];
 }
 
+function metricLines(metrics: readonly FundamentalsMetric[]): Array<[string, string]> {
+  return metrics.map((metric) => [metric.label, metric.text]);
+}
+
 const VALUATION_METRICS = new Set(["Market Cap", "Enterprise Value", "P/E (TTM)", "Forward P/E", "PEG", "EPS (TTM)"]);
 
+type FundamentalsReportData = TickerFinancials & { symbol: string; exchange?: string };
+
+/** The lines `fundamentals` or `valuation` reports, the ones with a value. */
+function fundamentalsReportMetrics(financials: FundamentalsReportData, view: "fundamentals" | "valuation"): FundamentalsMetric[] {
+  const quote = financials.quote;
+  const fundamentals = financials.fundamentals;
+  const capitalization = selectMarketCapitalization(quote, fundamentals);
+  const marketCap: MetricFigure = capitalization
+    ? { text: `${formatCompact(capitalization.value)} ${capitalization.currency}`, value: capitalization.value, unit: capitalization.currency }
+    : { text: "—" };
+  const metrics = fundamentalsMetrics(quote, fundamentals, financials.profile, marketCap, computeTickerPriceReturns(financials), fundamentalsCurrency(financials));
+  return (view === "valuation"
+    ? metrics.filter(({ label }) => VALUATION_METRICS.has(label) || label.startsWith("Dividend Yield"))
+    : metrics).filter((metric) => metric.text !== "—");
+}
+
 /** Text for `gloomberb fundamentals` and `gloomberb valuation`: the ticker report's fundamentals without the rest. */
 export function renderFundamentalsReport(
-  financials: TickerFinancials & { symbol: string; exchange?: string },
+  financials: FundamentalsReportData,
   view: "fundamentals" | "valuation",
 ): string {
   const quote = financials.quote;
-  const fundamentals = financials.fundamentals;
   const profile = financials.profile;
-  const capitalization = selectMarketCapitalization(quote, fundamentals);
-  const marketCapText = capitalization
-    ? `${formatCompact(capitalization.value)} ${capitalization.currency}`
-    : "—";
-  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}`];
@@ -305,16 +367,49 @@ export function renderFundamentalsReport(
   ].filter((part): part is string => !!part);
   if (profileParts.length > 0) lines.push(cliStyles.muted(profileParts.join(METADATA_SEPARATOR)));
 
-  const shown = view === "valuation"
-    ? metrics.filter(([label]) => VALUATION_METRICS.has(label) || label.startsWith("Dividend Yield"))
-    : metrics;
   const before = lines.length;
-  appendMetricSection(lines, view === "valuation" ? "Valuation" : "Fundamentals", shown);
+  appendMetricSection(lines, view === "valuation" ? "Valuation" : "Fundamentals", metricLines(fundamentalsReportMetrics(financials, view)));
   if (lines.length === before) lines.push("", cliStyles.muted(`No ${view} reported for ${financials.symbol}.`));
   if (view === "fundamentals") appendTextSection(lines, "Description", profile?.description);
   return lines.join("\n");
 }
 
+/**
+ * `fundamentals` and `valuation` for `--csv` and `--ndjson`: the metrics as
+ * `Metric,Value` with each unit in its label, and for `fundamentals` the
+ * company profile the text prints around them.
+ */
+export function fundamentalsReportTables(
+  financials: FundamentalsReportData,
+  view: "fundamentals" | "valuation",
+  freshness: ReportFreshness,
+): CliReportTables {
+  const metrics = fundamentalsReportMetrics(financials, view);
+  const tables = [exportEntriesTable(
+    view === "valuation" ? "Valuation" : "Fundamentals",
+    metrics.map((metric) => ({ label: metric.label, value: metric.value, formatted: metric.text, unit: metric.unit })),
+  )];
+  if (view === "fundamentals") {
+    const quote = financials.quote;
+    const profile = financials.profile;
+    tables.push(exportEntriesTable("Profile", [
+      { label: "Symbol", value: quote?.symbol ?? financials.symbol },
+      { label: "Name", value: quote?.name },
+      { label: "Exchange", value: financials.exchange ? exchangeLabel(financials.exchange) : undefined },
+      { label: "Sector", value: profile?.sector },
+      { label: "Industry", value: profile?.industry },
+      { label: "Description", value: profile?.description?.trim() },
+    ].filter((entry) => typeof entry.value === "string" && entry.value.trim().length > 0)));
+  }
+  return {
+    tables,
+    footer: reportFooterLines({
+      freshness,
+      notes: metrics.length === 0 ? [`No ${view} reported for ${financials.symbol}.`] : [],
+    }),
+  };
+}
+
 /** "Euronext Paris (EPA)": the venue the report is for, named in full when the app knows it. */
 function listingVenueLabel(
   listingExchange: string | undefined,
@@ -407,10 +502,10 @@ export async function buildTickerReport({
       : `${formatCompact(capitalization.value)} ${capitalization.currency}`
     : "—";
   // Shown in the same currency as the market cap, so the two can be compared.
-  const enterpriseValue = fundamentals?.enterpriseValue;
+  const enterpriseValue = reportedEnterpriseValue(fundamentals);
   const evCurrency = enterpriseValueCurrency(quote, fundamentals);
   // A minor unit such as GBp stays as reported: the converter would read it as the major currency.
-  const convertedEnterpriseValue = enterpriseValue != null && Number.isFinite(enterpriseValue) && evCurrency && /^[A-Z]{3}$/.test(evCurrency)
+  const convertedEnterpriseValue = enterpriseValue != null && evCurrency && /^[A-Z]{3}$/.test(evCurrency)
     ? await toBase(enterpriseValue, evCurrency) : Number.NaN;
   const enterpriseValueText = Number.isFinite(convertedEnterpriseValue)
     ? `${formatCompact(convertedEnterpriseValue)} ${config.baseCurrency}`
@@ -447,7 +542,7 @@ export async function buildTickerReport({
     ]);
   }
 
-  appendMetricSection(lines, "Fundamentals", fundamentalsMetrics(quote, fundamentals, profile, marketCapText, priceReturns, enterpriseValueText));
+  appendMetricSection(lines, "Fundamentals", metricLines(fundamentalsMetrics(quote, fundamentals, profile, { text: marketCapText }, priceReturns, fundamentalsCurrency(financials), { text: enterpriseValueText })));
 
   if (capitalization?.provenance.kind === "fundamentals") {
     lines.push(cliStyles.muted(`Market cap: ${describeFundamentalMarketCap(capitalization.provenance)}.`));

package/src/cli/desktop-pane-shot.ts

@@ -10,6 +10,7 @@ import type { ManualChartResolution } from "../time-series/resolution";
 import type { SnapshotMarketData } from "../market-data/snapshot-provider";
 import type { InstrumentRef } from "../market-data/request-types";
 import type { TickerRecord } from "../types/ticker";
+import type { BrokerAccount } from "../types/trading";
 import type { PaneRuntimeState } from "../core/state/app/state";
 import type { RemoteUiNodeSnapshot } from "../remote/types";
 import type { DatedObservation } from "../plugins/builtin/market-valuation/series";
@@ -54,6 +55,8 @@ export interface DesktopPaneShotPayload {
   /** Label drawn at the right edge of the pane title bar; null draws nothing. */
   watermark?: string | null;
   tickers: TickerRecord[];
+  /** Broker accounts as last synced, by profile, so a broker portfolio shows its equity and cash. */
+  brokerAccounts?: Record<string, BrokerAccount[]>;
   financials: Array<[string, TickerFinancials]>;
   instrumentFinancials?: SnapshotMarketData["instrumentFinancials"];
   historyVariants?: SnapshotMarketData["historyVariants"];

package/src/cli/help.ts

@@ -10,6 +10,12 @@ import {
   wrapText,
 } from "../utils/cli-output";
 
+/** `--section` of a command whose report has several tables. */
+export const TABLE_SECTION_OPTION = {
+  flags: "--section <title|n>",
+  description: "With --csv or --ndjson, write only that table, by its title or number",
+};
+
 /** Headings of `gloomberb help`, in display order. */
 export const CLI_COMMAND_GROUPS = {
   research: "Research",
@@ -29,7 +35,9 @@ const MAX_HELP_WIDTH = 100;
 const PIPED_HELP_WIDTH = 80;
 
 const GLOBAL_OPTIONS: Array<[string, string]> = [
-  ["--json, --csv, --ndjson", "Print machine-readable output instead of text"],
+  ["--json", "Print the full result as JSON"],
+  ["--csv", "Print rows as CSV under the columns the text shows; fn reports and fundamentals put each table under # section: and end with # source lines"],
+  ["--ndjson", "Print one JSON object per table row"],
   ["--limit <n>", "Show at most n rows"],
   ["--refresh", "Fetch fresh data instead of reading the cache"],
   ["--dry-run", "Preview config, cache, notes, alerts, plugin on/off, and remote changes without saving"],
@@ -178,14 +186,10 @@ function editDistance(left: string, right: string): number {
   return previous[right.length]!;
 }
 
-/** The closest command token to a mistyped one, or null when nothing is plausibly meant. */
-export function suggestCliCommand(token: string, candidates: Iterable<string>): string | null {
-  const needle = token.trim().toLowerCase();
-  if (!needle || needle.startsWith("-")) return null;
+function closestName(needle: string, candidates: Iterable<string>): string | null {
   const allowed = needle.length <= 4 ? 1 : 2;
   let best: { name: string; score: number } | null = null;
   for (const candidate of candidates) {
-    if (candidate.startsWith("-")) continue;
     // A clear prefix ("tick" for "ticker") beats an edit of the same size.
     const score = needle.length >= 3 && candidate.startsWith(needle)
       ? 0.5
@@ -195,3 +199,19 @@ export function suggestCliCommand(token: string, candidates: Iterable<string>):
   }
   return best?.name ?? null;
 }
+
+/** The closest command token to a mistyped one, or null when nothing is plausibly meant. */
+export function suggestCliCommand(token: string, candidates: Iterable<string>): string | null {
+  const needle = token.trim().toLowerCase();
+  if (!needle || needle.startsWith("-")) return null;
+  return closestName(needle, [...candidates].filter((candidate) => !candidate.startsWith("-")));
+}
+
+/** The closest of a command's options to a mistyped one (`--rnage` for `--range`), or null. */
+export function suggestCliOption(flag: string, options: Iterable<string>): string | null {
+  const needle = flag.trim().toLowerCase().replace(/^-+/, "");
+  if (!needle) return null;
+  const byName = new Map([...options].map((option) => [option.replace(/^-+/, ""), option] as const));
+  const name = closestName(needle, byName.keys());
+  return name == null ? null : byName.get(name)!;
+}