gloomberb 0.16.2 → 0.16.4

package/src/market-data/quotes/metadata.ts

@@ -38,6 +38,18 @@ function metadataExchange(value?: string): string {
   return exchange === "NY MERCANTILE" ? "NYMEX" : exchange;
 }
 
+/**
+ * The pair an FX symbol names, base then quote: EURUSD for EUR/USD and
+ * EURUSD=X, USDJPY for USD/JPY, USDJPY=X and JPY=X, the dollar pair's short
+ * spelling.
+ */
+function currencyPairCode(symbol: string): string | null {
+  const pair = /^([A-Z]{3})\/([A-Z]{3})$/.exec(symbol) ?? /^([A-Z]{3})([A-Z]{3})=X$/.exec(symbol);
+  if (pair) return `${pair[1]}${pair[2]}`;
+  const dollarPair = /^([A-Z]{3})=X$/.exec(symbol);
+  return dollarPair ? `USD${dollarPair[1]}` : null;
+}
+
 /** Qualified listings must agree; provider suffix spellings use the existing exact-listing normalizer. */
 export function quoteMetadataMatchesTarget(metadata: QuoteMetadata, symbol: string, exchange?: string): boolean {
   const target = parsePublicTickerKey(symbol);
@@ -48,6 +60,10 @@ export function quoteMetadataMatchesTarget(metadata: QuoteMetadata, symbol: stri
   if (symbolExchange && actualExchange && symbolExchange !== actualExchange) return false;
   if (requestedExchange && actualExchange !== requestedExchange) return false;
   if (target.symbol === actual.symbol) return true;
+  // Gloom Cloud answers a currency pair in one spelling however it was asked
+  // for: EUR/USD comes back as EURUSD=X on its currency venue.
+  const pair = actualExchange === "CCY" ? currencyPairCode(actual.symbol) : null;
+  if (pair && pair === currencyPairCode(target.symbol)) return true;
   const listing = requestedExchange || actualExchange;
   if (!listing) return false;
   const candidates = getListingSymbolsToTry(target.symbol, listing, { exactExchange: true });

package/src/market-data/quotes/screener-live-quotes.ts

@@ -6,6 +6,7 @@ import type { QueryEntry } from "../result-types";
 import { resolveCurrencyUnit } from "../../utils/currency-units";
 import { isFiniteNumber } from "../../utils/guards";
 import { getCompletedRegularSessionDisplay, getSessionMoveDisplay, type ExtendedSession } from "../market/status";
+import { quoteTradingDay } from "./day-range";
 
 const STREAM_FRESHNESS_MS = 2 * 60_000;
 const STREAM_CONNECTING_GRACE_MS = 15_000;
@@ -39,6 +40,21 @@ export interface ScreenerQuoteOverlayOptions {
    * two different days.
    */
   extendedSessions?: boolean;
+  /**
+   * Only the regular session, never an extended print, whatever
+   * `extendedSessions` says: the live quote while the session trades, then
+   * the completed session's close and its move, given as
+   * `regularChangePercent`. A quote that cannot say which close that is
+   * leaves its row as it was.
+   */
+  regularSession?: boolean;
+  /**
+   * With `regularSession`, the completed regular session the rows already
+   * are (a New York date) when they were taken outside the session. A quote
+   * replaces such a row only with that session's close or a later one, and a
+   * live quote only once a later session trades.
+   */
+  completedSessionDate?: string | null;
 }
 
 export interface ScreenerQuoteFreshness {
@@ -83,14 +99,18 @@ function overlayCurrency(row: ScreenerQuoteRow, quote: Quote): string {
  * entries map, but most rows' quotes did not move; returning the same row
  * object for those lets memoized table rows skip the render.
  */
-const overlayCache = new WeakMap<object, { quote: Quote; extended: boolean; row: ScreenerQuoteRow }>();
+const overlayCache = new WeakMap<object, { quote: Quote; basis: string; row: ScreenerQuoteRow }>();
 
 export function overlayScreenerQuoteEntries<T extends ScreenerQuoteRow>(
   rows: readonly T[],
   entries: ReadonlyMap<string, QueryEntry<Quote>>,
   options: ScreenerQuoteOverlayOptions = {},
 ): T[] {
-  const extended = options.extendedSessions === true;
+  const regular = options.regularSession === true;
+  const completedSessionDate = regular ? options.completedSessionDate ?? null : null;
+  const extended = !regular && options.extendedSessions === true;
+  // The cached row is reused only for the same quote under the same options.
+  const basis = regular ? `regular:${completedSessionDate ?? ""}` : extended ? "extended" : "plain";
   return rows.map((row) => {
     const quote = resolveEntryData(entries.get(quoteKey(row)));
     if (!quote || !isFiniteNumber(quote.price)) return row;
@@ -102,9 +122,11 @@ export function overlayScreenerQuoteEntries<T extends ScreenerQuoteRow>(
       return row;
     }
     const cached = overlayCache.get(row);
-    if (cached?.quote === quote && cached.extended === extended) return cached.row as T;
-    const overlaid = extended ? overlaySessionQuote(row, quote) : overlayQuote(row, quote);
-    overlayCache.set(row, { quote, extended, row: overlaid });
+    if (cached?.quote === quote && cached.basis === basis) return cached.row as T;
+    const overlaid = regular
+      ? overlayRegularSessionQuote(row, quote, completedSessionDate)
+      : extended ? overlaySessionQuote(row, quote) : overlayQuote(row, quote);
+    overlayCache.set(row, { quote, basis, row: overlaid });
     return overlaid;
   });
 }
@@ -149,6 +171,35 @@ function overlaySessionQuote<T extends ScreenerQuoteRow>(row: T, quote: Quote):
   };
 }
 
+function overlayRegularSessionQuote<T extends ScreenerQuoteRow>(row: T, quote: Quote, completedSessionDate: string | null): T {
+  const state = quote.marketState;
+  if (state == null || state === "REGULAR") {
+    // On a board of a completed session, only a session that trades after it is news.
+    if (completedSessionDate) {
+      const day = state === "REGULAR" ? quoteTradingDay(quote) : null;
+      if (day == null || day <= completedSessionDate) return row;
+    }
+    return overlayQuote(row, quote);
+  }
+  const display = getCompletedRegularSessionDisplay(quote);
+  const closeDate = quote.regularCloseSessionDate;
+  if (
+    !display
+    || !(isFiniteNumber(display.price) && display.price > 0)
+    || !isFiniteNumber(display.changePercent)
+    || (completedSessionDate != null && closeDate != null && closeDate < completedSessionDate)
+  ) {
+    return row;
+  }
+  return {
+    ...overlayQuote(row, quote),
+    price: display.price,
+    change: isFiniteNumber(display.change) ? display.change : null,
+    changePercent: display.changePercent,
+    regularChangePercent: display.changePercent,
+  };
+}
+
 function freshQuote(
   entry: QueryEntry<Quote> | undefined,
   freshness: ScreenerQuoteFreshness,

package/src/plugins/builtin/account-management/keyboard.ts

@@ -22,6 +22,7 @@ export function useAccountManagementKeyboard({
   draftRef,
   fieldOrder,
   focused,
+  openAssistants,
   openPasswordDialog,
   openPortfolioDialog,
   openUpgrade,
@@ -38,6 +39,7 @@ export function useAccountManagementKeyboard({
   /** The active tab's ring, in reading order. */
   fieldOrder: readonly AccountFieldKey[];
   focused: boolean;
+  openAssistants: () => void;
   openPasswordDialog: () => void;
   openPortfolioDialog: () => Promise<void>;
   openUpgrade: () => void;
@@ -52,6 +54,7 @@ export function useAccountManagementKeyboard({
     sharedPortfolioId: () => { void openPortfolioDialog(); },
     passwordAction: openPasswordDialog,
     upgradeAction: openUpgrade,
+    assistantsAction: openAssistants,
     deleteAccountAction: () => { void deleteAccount(); },
     emailAlertsOffAction: () => { void turnOffEmailAlerts(); },
   };

package/src/plugins/builtin/account-management/model.ts

@@ -21,6 +21,7 @@ export type AccountFieldKey =
   | "chatEmailNotificationsEnabled"
   | "emailAlertsOffAction"
   | "upgradeAction"
+  | "assistantsAction"
   | "passwordAction"
   | "deleteAccountAction";
 

package/src/plugins/builtin/account-management/navigation.ts

@@ -1,6 +1,6 @@
 import { createPaneRequestChannel } from "../shared/pane-request";
 
-export type AccountManagementTab = "profile" | "emails" | "calendar" | "pro" | "teams" | "advanced";
+export type AccountManagementTab = "profile" | "emails" | "calendar" | "pro" | "teams" | "agents" | "advanced";
 
 const tabRequests = createPaneRequestChannel<AccountManagementTab>();
 

package/src/plugins/builtin/account-management/pane.tsx

@@ -12,6 +12,8 @@ import {
   type StatItem,
 } from "../../../components";
 import { useAppSelector, usePaneAppConfig } from "../../../state/app/context";
+import { useViewport } from "../../../react/input";
+import { displayWidth } from "../../../utils/format";
 import { useChartQueries, useFxRatesMap } from "../../../market-data/hooks";
 import { buildPortfolioFinancialsMap } from "../../../market-data/portfolio-financials";
 import { useLiveTickerFinancialsMap, useSampledValue } from "../../../state/hooks/live-ticker-financials";
@@ -33,7 +35,9 @@ import { apiClient, type AccountProfile, type CloudPricing } from "../../../api-
 import { chatController } from "../chat/controller";
 import { SignInWall } from "../cloud/auth-actions";
 import { loadUpgradeOffer } from "../cloud/upgrade-dialog";
+import { openMcpConnectDialog } from "../cloud/mcp-connect/dialog";
 import { TeamsAccountTab } from "../cloud/team/acm-tab";
+import { AgentsAccountTab } from "../cloud/terminal-relay/acm-tab";
 import {
   CheckboxRow,
   FieldRow,
@@ -87,6 +91,7 @@ const ACCOUNT_TAB_DEFS: Array<{ label: string; value: AccountManagementTab }> =
   { label: "Calendar", value: "calendar" },
   { label: "Pro", value: "pro" },
   { label: "Teams", value: "teams" },
+  { label: "Agents", value: "agents" },
   { label: "Advanced", value: "advanced" },
 ];
 
@@ -114,7 +119,9 @@ const ACCOUNT_TAB_FIELD_ORDER: Record<AccountManagementTab, AccountFieldKey[]> =
   pro: ["upgradeAction"],
   // The Teams tab owns its own keyboard handling (a list, not form fields).
   teams: [],
-  advanced: ["passwordAction", "deleteAccountAction"],
+  // Remote assistants allowed to drive this terminal; a list with its own footer.
+  agents: [],
+  advanced: ["assistantsAction", "passwordAction", "deleteAccountAction"],
 };
 
 const PROFILE_PREVIEW_SAMPLE_MS = 10_000;
@@ -562,6 +569,12 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
     }).catch(() => {});
   }, [busy, dialog]);
 
+  const viewport = useViewport();
+  const openAssistants = useCallback(() => {
+    setActiveField("assistantsAction");
+    void openMcpConnectDialog(dialog, { viewportWidth: viewport.width });
+  }, [dialog, viewport.width]);
+
   const openPortfolioPicker = useCallback(async () => {
     setActiveField("sharedPortfolioId");
     portfolioSelectRef.current?.open();
@@ -705,8 +718,8 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
 
   useAccountManagementFooter({
     busy,
-    // The Calendar tab saves nothing and shows its own status.
-    enabled: activeTab !== "calendar",
+    // The Calendar and Agents tabs save nothing and show their own status.
+    enabled: activeTab !== "calendar" && activeTab !== "agents",
     hasSession,
     message,
     saveProfile,
@@ -719,7 +732,8 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
     draftRef,
     fieldOrder,
     // Behind the sign-in wall the fields are not there, and Enter is the wall's.
-    focused: focused && activeTab !== "teams" && activeTab !== "calendar" && (hasSession || apiClient.isSignedIn()),
+    focused: focused && activeTab !== "teams" && activeTab !== "calendar" && activeTab !== "agents" && (hasSession || apiClient.isSignedIn()),
+    openAssistants,
     openPasswordDialog,
     openPortfolioDialog: openPortfolioPicker,
     openUpgrade,
@@ -927,8 +941,21 @@ export function AccountManagementPane({ focused, width, height }: PaneProps) {
           {activeTab === "teams" ? (
             <TeamsAccountTab focused={focused} width={contentWidth} />
           ) : null}
+          {activeTab === "agents" ? (
+            <AgentsAccountTab focused={focused} width={contentWidth} />
+          ) : null}
           {activeTab === "advanced" ? (
             <>
+              <Box ref={fieldNodeRef("assistantsAction")} flexDirection="row" gap={1} alignItems="center">
+                {/* The only label on the tab, so it takes the room it needs, with the terminal's "> " marker. */}
+                <FieldLabel label={t("Assistants (MCP)")} active={activeField === "assistantsAction"} width={displayWidth(t("Assistants (MCP)")) + 3} />
+                <Button
+                  label={t("Connect an AI Assistant")}
+                  active={activeField === "assistantsAction"}
+                  onPress={openAssistants}
+                  disabled={!!busy}
+                />
+              </Box>
               <Box flexDirection="row" gap={1}>
                 <Button
                   label={t("Change Password")}

package/src/plugins/builtin/alerts/quotes.ts

@@ -1,6 +1,7 @@
 import type { DataProvider } from "../../../types/data-provider";
 import type { Quote } from "../../../types/financials";
 import { getActiveQuoteDisplay } from "../../../market-data/market/status";
+import { isQuoteStaleForCurrentSession } from "../../../market-data/quotes/freshness";
 import type { AlertRule } from "./types";
 
 export function normalizeAlertSymbol(value: string | null | undefined): string {
@@ -21,6 +22,8 @@ export async function resolveAlertQuote(
   exchange = "",
 ): Promise<Quote> {
   const quote = await marketData.getQuote(symbol, exchange);
+  // A last known price is not the price now: it must neither trigger an alert nor set its baseline.
+  if (isQuoteStaleForCurrentSession(quote)) throw new Error(`The quote for "${symbol}" is stale.`);
   const display = getActiveQuoteDisplay(quote);
   if (!display || !Number.isFinite(display.price)) {
     throw new Error(`No quote found for "${symbol}".`);

package/src/plugins/builtin/analytics/pane-model.ts

@@ -12,6 +12,7 @@ import { instrumentFromTicker, type ChartRequest, type TickerInstrumentOptions }
 import { buildChartKey } from "../../../market-data/selectors";
 import {
   resolvePortfolioAccountMetrics,
+  resolvePortfolioLeverage,
   resolvePortfolioMarketValue,
   resolvePortfolioNetLiquidation,
 } from "../portfolio-list/account-metrics";
@@ -69,8 +70,8 @@ function formatAccountFreshness(account: ResolvedPortfolioAccountState["account"
 }
 
 function formatMarginLeverage(netLiquidation: number | undefined, totalMarketValue: number): string | null {
-  if (!isFiniteNumber(netLiquidation) || netLiquidation <= 0 || !isFiniteNumber(totalMarketValue) || totalMarketValue < 0) return null;
-  return `${(totalMarketValue / netLiquidation).toFixed(1)}x`;
+  const leverage = resolvePortfolioLeverage(totalMarketValue, netLiquidation);
+  return leverage == null ? null : `${leverage.toFixed(1)}x`;
 }
 
 export function buildPortfolioChartTargets(
@@ -205,6 +206,7 @@ export function buildPortfolioBetaResult(portfolio: PortfolioReturnSeriesResult,
 
 export function buildAnalyticsSummaryRows({
   accountState,
+  activePortfolio,
   brokerPerformance,
   portfolioStats,
   convertAccountValue = (value) => value,
@@ -232,6 +234,8 @@ export function buildAnalyticsSummaryRows({
   const totalMarketValue = resolvePortfolioMarketValue(portfolioStats, account, convertAccountValue, basis);
   const netLiquidation = resolvePortfolioNetLiquidation(portfolioStats, account, convertAccountValue, basis);
   const hasMarketValue = portfolioStats.hasPositions || isFiniteNumber(account?.grossPositionValue);
+  // As in the portfolio header: a broker account is worth its equity, and its positions alone are its gross.
+  const broker = !!account || !!activePortfolio?.brokerInstanceId;
 
   if (portfolioStats.unavailableConversions?.length || (account && !Number.isFinite(convertAccountValue(1)))) {
     rows.push({
@@ -241,19 +245,19 @@ export function buildAnalyticsSummaryRows({
     });
   }
 
-  if (netLiquidation != null) {
+  if (netLiquidation != null || (broker && hasMarketValue)) {
     rows.push({
       id: "net-liquidation",
       label: "Net Liq",
-      value: money(netLiquidation),
-      color: colors.text,
+      value: money(netLiquidation ?? Number.NaN),
+      color: netLiquidation != null ? colors.text : colors.textDim,
     });
   }
 
   if (hasMarketValue) {
     rows.push({
       id: "total-value",
-      label: "Val",
+      label: broker || portfolioStats.hasShorts ? "Gross" : "Val",
       value: money(totalMarketValue),
       color: colors.text,
     });

package/src/plugins/builtin/analytics/risk-headless.ts

@@ -11,6 +11,7 @@ import {
   riskCoverageShortfall,
   riskCoverageText,
   RISK_VIEWS,
+  riskEvidence,
   riskPercentile,
   riskValue,
   type PortfolioRiskModel,
@@ -39,7 +40,8 @@ function displayRow(row: RiskDisplayRow) {
     value: riskValue(row),
     percentile: riskPercentile(row),
     asOf: row.asOf?.slice(0, 10) ?? null,
-    detail: row.detail,
+    detail: riskEvidence(row),
+    ...(row.amount != null ? { amount: row.amount, currency: row.amountCurrency ?? null } : {}),
   };
 }
 

package/src/plugins/builtin/analytics/risk-model.ts

@@ -1,6 +1,6 @@
 import { portfolioOptionGreeks } from "./risk-options";
 import type { Portfolio, TickerRecord } from "../../../types/ticker";
-import { formatNumber } from "../../../utils/format";
+import { formatCurrency, formatNumber } from "../../../utils/format";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
 import {
   getPortfolioPositionMetrics,
@@ -97,7 +97,13 @@ export interface RiskDisplayRow {
   interaction?: number;
   /** Holdings rows only: why the holding is outside the covered basket. */
   leftOut?: string;
+  /** VaR and expected shortfall only: the loss `value` is on the covered basket's current value (`amountBase`), in `amountCurrency`. */
+  amount?: number;
+  amountCurrency?: string;
+  amountBase?: number;
 }
+/** The tail-loss rows, which also read in money on the covered basket. */
+const TAIL_ROW_IDS: ReadonlySet<string> = new Set(["var", "es"]);
 /**
  * Below half of market value the qualifying holdings are not most of the
  * account, so a basket estimate would mostly describe something other than it;
@@ -565,12 +571,19 @@ export function buildPortfolioRisk(
     : null;
   warnings.push(...(greeks?.warnings ?? []));
   const rows: Record<RiskView, RiskDisplayRow[]> = {
-    risk: metrics.map((row) => ({
-      ...row,
-      percentile: row.rank.percentile,
-      // The method (price returns at fixed current weights) is in docs; the footer keeps room for coverage.
-      detail: `${row.samples} sessions`,
-    })),
+    risk: metrics.map((row) => {
+      // VaR and expected shortfall are a one-day loss on the covered basket's current value, in the portfolio currency.
+      const tail = TAIL_ROW_IDS.has(row.id) && row.value != null && coverage.coveredValue > 0;
+      return {
+        ...row,
+        percentile: row.rank.percentile,
+        // The method (price returns at fixed current weights) is in docs; the footer keeps room for coverage.
+        detail: `${row.samples} sessions`,
+        ...(tail
+          ? { amount: (row.value! / 100) * coverage.coveredValue, amountCurrency: coverage.currency, amountBase: coverage.coveredValue }
+          : {}),
+      };
+    }),
     factors: factors.map((row) => ({
       ...row,
       percentile: row.rank.percentile,
@@ -770,6 +783,22 @@ export const riskValue = (row: RiskDisplayRow) =>
     ? "left out"
     : row.value == null
     ? "--"
-    : `${row.value.toFixed(2)}${row.unit === "%" ? "%" : ` ${row.unit}`}`;
+    : `${row.value.toFixed(2)}${row.unit === "%" ? "%" : ` ${row.unit}`}${riskAmount(row)}`;
+/** "220,476 USD basket": the value a tail loss in money is taken on, or null for a row without one. */
+export function riskAmountBase(row: Pick<RiskDisplayRow, "amountBase" | "amountCurrency">): string | null {
+  return row.amountBase != null && Number.isFinite(row.amountBase) && row.amountCurrency
+    ? `${formatNumber(row.amountBase, 0)} ${row.amountCurrency} basket`
+    : null;
+}
+/** A row's evidence with the basket a tail loss in money is taken on. */
+export function riskEvidence(row: RiskDisplayRow): string {
+  const base = riskAmountBase(row);
+  return base ? `${row.detail}; of ${base}` : row.detail;
+}
+/** " ($5,735)": a tail loss in money beside its percent. */
+function riskAmount(row: RiskDisplayRow): string {
+  if (row.amount == null || !Number.isFinite(row.amount) || !row.amountCurrency) return "";
+  return ` (${formatCurrency(row.amount, row.amountCurrency, 0)})`;
+}
 export const riskPercentile = (row: RiskDisplayRow) =>
   row.percentile == null ? "--" : String(Math.round(row.percentile));

package/src/plugins/builtin/analytics/risk-pane.tsx

@@ -56,6 +56,8 @@ import {
   riskCoverageShortfall,
   riskCoverageText,
   riskPercentile,
+  riskAmountBase,
+  riskEvidence,
   riskValue,
   RISK_VIEWS,
   type PortfolioRiskModel,
@@ -178,7 +180,7 @@ function RiskDetail({
       detail: row.asOf?.slice(0, 10) ?? "Source date unavailable",
     },
     ...(row.percentile != null ? [{ id: "percentile", label: "Pctl 1Y", value: riskPercentile(row) }] : []),
-    { id: "evidence", label: "Evidence", value: row.detail, wide: true },
+    { id: "evidence", label: "Evidence", value: riskEvidence(row), wide: true },
   ];
   const statRows = statGridRows(items, width);
   const points = (row.history ?? []).map((point, index) => ({
@@ -458,7 +460,8 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     : [
         ...(basketBody ? [] : [
           ...(asOfDate && sharedEvidence ? [sharedEvidence] : []),
-          model.portfolio.currency,
+          // The value the tail losses in money are taken on names the currency too.
+          rows.map(riskAmountBase).find(Boolean) ?? model.portfolio.currency,
           ...(asOfDate ? [asOfDate] : []),
           ...(EVIDENCE_VIEWS.has(view) && model.evidence ? [model.evidence.source] : []),
         ]),
@@ -576,7 +579,8 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
       {
         id: "value",
         label: valueHeader,
-        width: sharedUnit || attributionParts ? Math.max(9, valueHeader.length) : 16,
+        // A tail loss reads in money beside its percent: 2.60% ($5,735).
+        width: sharedUnit || attributionParts ? Math.max(9, valueHeader.length) : rows.some((row) => row.amount != null) ? 18 : 16,
         align: "right",
       },
       ...(attributionParts
@@ -601,7 +605,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           ]
         : []),
     ],
-    [width, view, valueHeader, sharedUnit, attributionParts, sharedEvidence, showPercentile, sharedDate],
+    [width, view, valueHeader, sharedUnit, attributionParts, sharedEvidence, showPercentile, sharedDate, rows],
   );
   const selectView = (value: string) => {
     setView(value);

package/src/plugins/builtin/attention/pane.tsx

@@ -58,7 +58,7 @@ function Evidence({ row, data, width, height }: { row: DetailRow; data: Attentio
   const sameDay = row.evidence.periodStart.slice(0, 10) === row.evidence.periodEnd.slice(0, 10);
   const period = sameDay ? `${hour(row.evidence.periodStart)} to ${row.evidence.periodEnd.slice(11, 16)} UTC` : `${hour(row.evidence.periodStart)} to ${date(row.evidence.periodEnd)}`;
   const latest = point?.bucketStart === row.history.at(-1)?.bucketStart;
-  return <ScrollBox width={width} height={desktop ? undefined : height} flexGrow={1} flexBasis={0} contentOptions={{ paddingX: 1 }}>
+  return <ScrollBox scrollY width={width} height={desktop ? undefined : height} flexGrow={1} flexBasis={0} contentOptions={{ paddingX: 1 }}>
     <KeyValueRow label="Listing" value={row.symbol} detail={row.name ?? undefined} labelWidth={20} />
     <SectionHeading title="Publication" />
     <KeyValueRow label="Research hours" value={number(row.researchUnits)} detail={`rounded to ${data.privacy.rounding}`} labelWidth={20} />

package/src/plugins/builtin/backtest/pane.tsx

@@ -146,7 +146,7 @@ export function BacktestPane({ width, height, focused }: PaneProps) {
   }), [history.loading, result, view, paneId, symbol]);
 
   const { strip: tabStrip, rows: tabRows } = usePaneTabs(symbol ? { tabs: TABS, activeValue: view, onSelect: setView, focused, dense: true } : null);
-  if (!symbol) return <EmptyState title="Choose a ticker." hint="Open BT with a symbol, for example BT AAPL." />;
+  if (!symbol) return <EmptyState title="Select a ticker." hint="Open BT with a symbol, for example BT AAPL." />;
   const bodyHeight = Math.max(4, height - 1 - tabRows);
   const wide = width - SUMMARY_WIDTH - 1 >= MIN_WIDE_CHART_COLS;
   const summaryTable = (tableWidth: number, tableHeight: number, before?: ReactNode) => (

package/src/plugins/builtin/broker-manager/detail.tsx

@@ -14,6 +14,7 @@ import { formatCurrency, truncateToDisplayWidth } from "../../../utils/format";
 import { t, tf } from "../../../i18n";
 import type { BrokerProfileRow } from "./model";
 import type { BrokerManagerMessage } from "./pane-actions";
+import { signInEndNote } from "./sign-in-end";
 import { stateColor } from "./table";
 
 export type BrokerEditKey = "label" | "enabled" | string;
@@ -277,6 +278,9 @@ export function BrokerDetailContent({
         >
           {detailStatusMessage}
         </Text>
+        {row.signInEndsAt !== null && (
+          <Text fg={colors.warning} width={width} wrapText>{signInEndNote(row.signInEndsAt)}</Text>
+        )}
         <Text fg={colors.textMuted}>{tf("Last sync {time}", { time: formatRelativeAge(row.lastSyncedAt) })}</Text>
         <Text fg={colors.textMuted}>{tf("Status updated {time}", { time: formatRelativeAge(row.updatedAt) })}</Text>
         <Box height={1} />

package/src/plugins/builtin/broker-manager/index.tsx

@@ -37,6 +37,7 @@ import {
   type BrokerProfileRow,
 } from "./model";
 import { useBrokerManagerActions } from "./pane-actions";
+import { useSignInEnds } from "./sign-in-end";
 import {
   buildBrokerColumns,
   renderBrokerCell,
@@ -78,9 +79,10 @@ export function BrokersPane({ focused, width, height }: PaneProps) {
 
   // Signed-in profiles take their broker's name from the connector list.
   const signedInBrokers = useSyncExternalStore(subscribeSignedInBrokers, getSignedInBrokers, getSignedInBrokers);
+  const { ends: signInEnds, reload: reloadSignInEnds } = useSignInEnds(config.brokerInstances);
   const rows = useMemo(
-    () => buildBrokerProfileRows(config, adapters, brokerAccounts),
-    [adapters, brokerAccounts, config, language, signedInBrokers, statusVersion],
+    () => buildBrokerProfileRows(config, adapters, brokerAccounts, signInEnds),
+    [adapters, brokerAccounts, config, language, signInEnds, signedInBrokers, statusVersion],
   );
   const selectedIndex = Math.max(0, rows.findIndex((row) => row.id === selectedId));
   const selectedRow = rows[selectedIndex] ?? null;
@@ -107,9 +109,11 @@ export function BrokersPane({ focused, width, height }: PaneProps) {
     if (!editKeys.includes(activeEditKey)) setActiveEditKey(editKeys[0] ?? "label");
   }, [activeEditKey, editDraft, editKeys]);
 
+  // After a connect or sync, which can renew a sign-in or find it ended.
   const refreshStatuses = useCallback(() => {
     setStatusVersion((version) => version + 1);
-  }, []);
+    reloadSignInEnds();
+  }, [reloadSignInEnds]);
 
   const {
     busy,

package/src/plugins/builtin/broker-manager/model.ts

@@ -3,6 +3,7 @@ import type { AppConfig, BrokerInstanceConfig } from "../../../types/config";
 import type { BrokerAccount } from "../../../types/trading";
 import { formatCurrency } from "../../../utils/format";
 import { t } from "../../../i18n";
+import type { SignInEnds } from "./sign-in-end";
 
 export type BrokerDisplayState =
   | "disabled"
@@ -24,6 +25,8 @@ export interface BrokerProfileRow {
   accountCount: number;
   accountSummary: string;
   accountIds: string[];
+  /** When the broker ends this profile's sign-in, once Gloom says it is time to connect again. */
+  signInEndsAt: number | null;
   instance: BrokerInstanceConfig;
   adapter: BrokerAdapter | null;
 }
@@ -107,6 +110,7 @@ export function buildBrokerProfileRows(
   config: AppConfig,
   adapters: ReadonlyMap<string, BrokerAdapter | null>,
   brokerAccounts: Record<string, BrokerAccount[]>,
+  signInEnds: SignInEnds = new Map(),
 ): BrokerProfileRow[] {
   return config.brokerInstances.map((instance) => {
     const adapter = adapters.get(instance.brokerType) ?? null;
@@ -139,6 +143,10 @@ export function buildBrokerProfileRows(
       accountCount: accounts.length,
       accountSummary: summarizeBrokerAccounts(accounts),
       accountIds: accounts.map((account) => account.accountId),
+      // Say nothing next to a failure or a profile that does not connect.
+      signInEndsAt: state.state === "error" || state.state === "disabled" || state.state === "unavailable"
+        ? null
+        : signInEnds.get(instance.id) ?? null,
       instance,
       adapter,
     };

package/src/plugins/builtin/broker-manager/pane-actions.tsx

@@ -114,8 +114,14 @@ export function useBrokerManagerActions({
       const broker = signedInBrokerForProfile(selectedRow.instance, selectedRow.brokerName);
       try {
         setBusy(t("Connecting…"));
-        if (!await requestBrokerSignIn(broker)) {
-          setMessage(infoMessage(tf("{broker} was not connected.", { broker: broker.name })));
+        // A connected broker is connected again only by a new sign-in: this renews it before the broker ends it.
+        // A row that says when the sign-in ends is renewable before this session's first sync too.
+        const renew = selectedRow.state === "connected" || selectedRow.signInEndsAt !== null;
+        if (!await requestBrokerSignIn(broker, { renew })) {
+          // Backing out of a renewal leaves the broker connected, for now.
+          setMessage(infoMessage(renew
+            ? tf("{broker} sign-in was not renewed.", { broker: broker.name })
+            : tf("{broker} was not connected.", { broker: broker.name })));
           return;
         }
         await syncBrokerInstance(selectedRow.id);