gloomberb 0.16.3 → 0.16.4

package/src/plugins/builtin/iv-history/charts.tsx

@@ -3,7 +3,8 @@ import { CompositeChart } from "../../../components";
 import { resolveChartPalette } from "../../../components/chart/core/palette";
 import { formatCompositeSeriesValue } from "../../../components/chart/composite/format";
 import { staticSeries } from "../../../components/chart/static/series";
-import { useThemeColors } from "../../../theme/theme-context";
+import { useThemeColors, useThemeId } from "../../../theme/theme-context";
+import { themeSeriesColors } from "../../../theme/series-colors";
 import type { ResolvedSeries } from "../../../time-series/types";
 import { formatPoints } from "./format";
 import type { DatedValue, IvHistoryModel } from "./model";
@@ -11,8 +12,15 @@ import type { DatedValue, IvHistoryModel } from "./model";
 const PANELS = [{ id: "vol", height: 3 }, { id: "spread", height: 1 }];
 /** The chart drawing blue: IV90 must read apart from amber IV30 in every theme. */
 const IV90_COLOR = "#4c9aff";
-/** The live capture point must stand apart from the amber IV30 line it continues. */
-const LIVE_COLOR = "#c084fc";
+/** The quote capture point must stand apart from the amber IV30 line it continues. */
+const QUOTE_COLOR = "#c084fc";
+/** IV1Y: pink, apart from amber IV30, blue IV90, green HV and the violet quote points. */
+const IV365_COLOR = "#f783ac";
+/**
+ * Palette slots for a theme with its own series colours (the colour-blind
+ * ones), where the up colour HV takes elsewhere is the same blue as IV90.
+ */
+const THEMED_SLOTS = { iv30: 1, iv90: 0, hv: 2, quote: 5, iv365: 4 } as const;
 
 function volSeries(id: string, label: string, color: string, points: readonly DatedValue[], panelId: string,
   style: ResolvedSeries["style"] = "line"): ResolvedSeries {
@@ -27,22 +35,28 @@ function formatLegendValue(value: number, series: ResolvedSeries): string {
   return series.id === "spread" ? `${formatPoints(value / 100)} pts` : formatCompositeSeriesValue(value, series);
 }
 
-function ivHistorySeries(model: IvHistoryModel, colors: { iv30: string; iv90: string; hv: string; quote: string; spread: string },
+function ivHistorySeries(model: IvHistoryModel, colors: { iv30: string; iv90: string; iv365: string; hv: string; quote: string; spread: string },
   hvLabel: string): ResolvedSeries[] {
   return [
     volSeries("iv30", "IV 30d", colors.iv30, model.iv30, "vol"),
     volSeries("iv90", "IV 90d", colors.iv90, model.iv90, "vol"),
+    // Drawn only once there is a 1Y close, so an empty legend entry never suggests one.
+    ...(model.iv365.length ? [volSeries("iv365", "IV 1Y", colors.iv365, model.iv365, "vol")] : []),
     volSeries("hv", hvLabel, colors.hv, model.hv, "vol"),
-    ...(model.quoteIv30.length ? [volSeries("iv30-quote", "IV 30d live", colors.quote, model.quoteIv30, "vol", "points")] : []),
+    ...(model.quoteIv30.length ? [volSeries("iv30-quote", "IV 30d quote", colors.quote, model.quoteIv30, "vol", "points")] : []),
     { ...volSeries("spread", `IV 30d - ${hvLabel}`, colors.spread, model.spread, "spread", "columns"), ...SPREAD_UNIT },
   ];
 }
 
 export function IvHistoryChart({ model, width, height, hvLabel, focused = false }: { model: IvHistoryModel; width: number; height: number; hvLabel: string; focused?: boolean }) {
   const colors = useThemeColors();
+  const themed = themeSeriesColors(useThemeId());
   const palette = resolveChartPalette(colors);
-  const series = useMemo(() => ivHistorySeries(model, { iv30: colors.warning, iv90: IV90_COLOR, hv: colors.positive,
-    quote: LIVE_COLOR, spread: colors.textDim }, hvLabel), [model, colors, hvLabel]);
+  const series = useMemo(() => ivHistorySeries(model, themed
+    ? { iv30: themed[THEMED_SLOTS.iv30]!, iv90: themed[THEMED_SLOTS.iv90]!, iv365: themed[THEMED_SLOTS.iv365]!, hv: themed[THEMED_SLOTS.hv]!,
+      quote: themed[THEMED_SLOTS.quote]!, spread: colors.textDim }
+    : { iv30: colors.warning, iv90: IV90_COLOR, iv365: IV365_COLOR, hv: colors.positive, quote: QUOTE_COLOR, spread: colors.textDim },
+  hvLabel), [model, colors, themed, hvLabel]);
   return <CompositeChart series={series} panels={PANELS} width={width} height={height} focused={focused} navigable={false} showLegend showTimeAxis formatValue={formatLegendValue}
     remoteKind="implied-volatility-history"
     colors={{ background: palette.bgColor, grid: palette.gridColor, crosshair: palette.crosshairColor, text: colors.text,

package/src/plugins/builtin/iv-history/client.ts

@@ -33,6 +33,10 @@ export interface IvStats {
   high: number | null;
   samples: number;
   windowStart: string | null;
+  /** Prior sessions the rank needs: 120, or 60 for IV1Y. Absent from older servers. */
+  minSamples?: number;
+  /** Why rank or percentile is empty, when one is. */
+  rankNote?: string | null;
 }
 interface IvReading {
   date: string;
@@ -51,8 +55,12 @@ export interface IvHistoryPayload {
   symbol: string;
   asOf: string;
   status: IvCoverageStatus;
-  coverage: { source: "seed" | "demand"; addedAt: string; backfilledThrough: string | null; since: string | null } | null;
-  stats: { iv30: IvStats | null; iv90: IvStats | null };
+  coverage: {
+    source: "seed" | "demand"; addedAt: string; backfilledThrough: string | null; since: string | null;
+    /** First trade close with a one-year reading; the 1Y series starts later and is sparser. */
+    iv365Since?: string | null;
+  } | null;
+  stats: { iv30: IvStats | null; iv90: IvStats | null; iv365?: IvStats | null };
   latest: IvReading | null;
   series: IvPoint[];
   warnings: string[];
@@ -62,6 +70,8 @@ export interface IvScreenRow {
   status: "ready" | "queued";
   iv30: IvStats | null;
   iv90: IvStats | null;
+  iv365?: IvStats | null;
+  iv365Since?: string | null;
   latest: IvReading | null;
   skew: { date: string; put25: number; call25: number; skew: number } | null;
 }

package/src/plugins/builtin/iv-history/format.ts

@@ -1,4 +1,16 @@
-import type { IvStatRow, IvStatUnit, RichCheap } from "./model";
+import type { IvMethod } from "./client";
+import type { IvStatRow, IvStatUnit, RichCheap, RichCheapDates } from "./model";
+
+/**
+ * VCA's sign conventions, and what VIX is beside an at-the-money IV30, one
+ * line each: under the table, in the shot and in the report's notes. The skew
+ * is the stored 25-delta put and call IVs at a 30-day constant maturity, from
+ * the latest quote capture; both differences are decimal IV shown in points.
+ */
+export const VCA_DEFINITIONS = [
+  "25D skew: 30-day 25-delta put IV minus 25-delta call IV, in vol points; positive means puts are richer. 30-90: IV30 minus IV90.",
+  "VIX is Cboe's 30-day S&P 500 implied vol from the whole SPX strike strip, skew included; IV30 here is at the money, so VIX usually reads higher.",
+] as const;
 
 export const formatVol = (value: number | null | undefined) => value == null || !Number.isFinite(value) ? "--" : `${(value * 100).toFixed(1)}%`;
 export const formatPoints = (value: number | null | undefined) =>
@@ -13,6 +25,25 @@ export function formatStat(value: number | null | undefined, unit: IvStatUnit):
   if (value == null || !Number.isFinite(value)) return "--";
   return unit === "vol" ? formatVol(value) : unit === "points" ? formatPoints(value) : value.toFixed(2);
 }
+/**
+ * How a stored reading was taken. A quote capture is the option quote mids
+ * from the minutes before the close, taken once a session and never updated:
+ * it is not a live feed, so it is not called live.
+ */
+const readingSource = (method: IvMethod | null | undefined) => method === "quote-mid" ? "quote" : "close";
 export function statSource(row: Pick<IvStatRow, "method">): string {
-  return row.method === "quote-mid" ? "live" : row.method === "prices" ? "closes" : row.method === "trade-close" ? "close" : "";
+  return row.method === "prices" ? "closes" : row.method ? readingSource(row.method) : "";
+}
+/** "2026-10-09 quote": the session a reading belongs to and how it was taken. */
+export const readingLabel = (date: string, method: IvMethod | null | undefined, short = false) =>
+  `${short ? shortDate(date) : date} ${readingSource(method)}`;
+/**
+ * The dates every row agrees on, said once: the reading's, and the trade close
+ * its rank is measured on. `short` is for a footer with little room: month and
+ * day, and no window.
+ */
+export function sharedDates({ reading, rank }: Pick<RichCheapDates, "reading" | "rank">, short = false): string[] {
+  if (reading?.method === "trade-close" && reading.date === rank) return [readingLabel(reading.date, reading.method, short)];
+  return [reading && `IV30 ${readingLabel(reading.date, reading.method, short)}`,
+    rank && (short ? `IVR/IVP ${shortDate(rank)} close` : `IVR/IVP vs 52 weeks to ${rank} close`)].filter((part): part is string => !!part);
 }

package/src/plugins/builtin/iv-history/headless.ts

@@ -2,8 +2,8 @@ import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { createRealizedVolatilityDependencies, loadRealizedVolatilityHistory } from "../realized-vol/client";
 import { createHvDependencies, loadIvHistory, loadIvScreen, loadRealizedVolatilities } from "./client";
-import { formatPoints, formatRank, formatStat, formatVol, verdictLabel } from "./format";
-import { HV_WINDOWS, type HvWindow, type IvLookback, type IvStatRow, projectIvHistory, projectRichCheap, sharedReading, VCA_LIMIT, VCA_PRESETS } from "./model";
+import { formatPoints, formatRank, formatStat, formatVol, readingLabel, sharedDates, VCA_DEFINITIONS, verdictLabel } from "./format";
+import { HV_WINDOWS, type HvWindow, type IvLookback, type IvStatRow, projectIvHistory, projectRichCheap, type RichCheapRow, richCheapDates, VCA_LIMIT, VCA_PRESETS } from "./model";
 import { vcaUniverse } from "./universe";
 
 const METHODOLOGY = "docs/research-data.md#implied-volatility-history";
@@ -14,7 +14,8 @@ export const ivHistoryHeadless: HeadlessPaneDefinition<"bundle"> = {
   freshness: { status: "not-a-feed", basis: "daily implied volatility", cadence: "daily", observedKey: "date", oldest: null },
   describe: (args) => `HIVG ${args.symbols[0] ?? ""}`,
   discovery: { aliases: ["HIVG"], screenshotReadiness: "live-dom", dataRequirements: ["Cloud stored implied volatility", "Daily price history"],
-    limitations: ["History starts February 2024 (OPRA daily trade closes)", "Rank and percentile use trade-close readings only"] },
+    limitations: ["History starts February 2024 (daily option trade closes)", "Rank and percentile use trade-close readings only",
+      "IV1Y needs long-dated trades: it can start later, has gaps, and ranks from 60 prior sessions"] },
   options: [
     { key: "lookback", type: "enum", values: [{ value: "1Y" }, { value: "2Y" }, { value: "ALL" }], defaultValue: "1Y", description: "Visible history" },
     { key: "hvWindow", type: "enum", values: HV_WINDOWS.map((window) => ({ value: String(window) })), defaultValue: "20", description: "Realized volatility window in sessions" },
@@ -28,8 +29,10 @@ export const ivHistoryHeadless: HeadlessPaneDefinition<"bundle"> = {
     const model = projectIvHistory(payload, prices.history, { lookback: String(args.options.lookback) as IvLookback,
       hvWindow: (Number(args.options.hvWindow) === 30 ? 30 : 20) as HvWindow });
     const hvByDay = new Map(model.hv.map((point) => [point.date.getTime(), point.value]));
+    const iv365ByDay = new Map(model.iv365.map((point) => [point.date.getTime(), point.value]));
     const rows = model.iv30.map((point, index) => ({ date: point.date.toISOString().slice(0, 10), iv30: point.value,
       iv90: model.iv90.find((entry) => entry.date.getTime() === point.date.getTime())?.value ?? null,
+      iv365: iv365ByDay.get(point.date.getTime()) ?? null,
       hv: hvByDay.get(point.date.getTime()) ?? null, spread: model.spread[index]?.value ?? null })).reverse();
     const errors = [prices.error, ...model.warnings].filter((value): value is string => !!value);
     return {
@@ -45,11 +48,12 @@ export const ivHistoryHeadless: HeadlessPaneDefinition<"bundle"> = {
           { key: "samples", header: "Sessions" },
         ], rows: model.stats.map((row) => ({ ...row })) },
         { title: "Daily history", columns: [{ key: "date", header: "Session" },
-          ...["iv30", "iv90", "hv"].map((key) => ({ key, header: key.toUpperCase(), format: percent })),
+          ...[["iv30", "IV30"], ["iv90", "IV90"], ["iv365", "IV1Y"], ["hv", "HV"]].map(([key, header]) => ({ key: key!, header: header!, format: percent })),
           { key: "spread", header: "IV-HV", format: (value: unknown) => typeof value === "number" ? formatPoints(value) : "--" }], rows },
       ],
       complete: payload.status === "ready" && errors.length === 0,
       unavailableSymbols: model.iv30.length ? [] : [instrument.symbol], errors,
+      ...(model.oneYearNote ? { notes: [model.oneYearNote] } : {}),
       metadata: { status: payload.status, coverage: payload.coverage, latest: payload.latest, stats: payload.stats,
         unit: "decimal annualized volatility", methodology: METHODOLOGY },
     };
@@ -58,7 +62,8 @@ export const ivHistoryHeadless: HeadlessPaneDefinition<"bundle"> = {
 
 export const ivScreenHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
-  freshness: { status: "not-a-feed", basis: "daily implied volatility", cadence: "daily" },
+  // Dated by the readings themselves; the response's own date is the day it was fetched.
+  freshness: { status: "not-a-feed", basis: "daily implied volatility", cadence: "daily", observedKey: "date" },
   argument: { kind: "symbol-list", optional: true, maximum: VCA_LIMIT, description: "US option underlyings; defaults to index and sector ETFs." },
   options: [{ key: "preset", type: "enum", values: [{ value: "etfs" }, { value: "megacaps" }], defaultValue: "etfs", description: "Preset when no symbols are given" }],
   describe: "Volatility rich/cheap",
@@ -73,24 +78,31 @@ export const ivScreenHeadless: HeadlessPaneDefinition<"bundle"> = {
     ]);
     const rows = projectRichCheap(payload.rows, hv).sort((a, b) => (b.percentile ?? -1) - (a.percentile ?? -1));
     const queued = rows.filter((row) => row.status === "queued").map((row) => row.symbol);
-    const shared = sharedReading(rows);
+    const dates = richCheapDates(rows);
     const hasSkew = rows.some((row) => row.skew != null);
+    const hasIv1y = rows.some((row) => row.iv1y != null), hasIv1yRank = rows.some((row) => row.iv1yPercentile != null);
+    const dated = (value: unknown) => typeof value === "string" ? value : "--";
     return {
-      sections: [{ title: `Rich/cheap · ${universe.label}${shared ? ` · ${shared.date} ${shared.method === "quote-mid" ? "live" : "close"}` : ""}`, columns: [
+      sections: [{ title: ["Rich/cheap", universe.label, ...sharedDates(dates)].join(" · "), columns: [
         { key: "symbol", header: "Symbol" }, { key: "iv30", header: "IV30", format: percent },
-        ...(shared ? [] : [{ key: "date", header: "As of" }]),
+        ...(dates.reading ? [] : [{ key: "date", header: "As of", format: (value: unknown, row?: unknown) =>
+          typeof value === "string" ? readingLabel(value, (row as RichCheapRow).method) : "--" }]),
+        ...(dates.rankApart ? [{ key: "rankDate", header: "Rank as of", format: (value: unknown) => typeof value === "string" ? `${value} close` : "--" }] : []),
         { key: "rank", header: "IVR", format: (value: unknown) => formatRank(value as number | null) },
         { key: "percentile", header: "IVP", format: (value: unknown) => formatRank(value as number | null) },
         { key: "verdict", header: "Rich/Cheap", format: (value: unknown) => verdictLabel(value as never) },
+        ...(hasIv1y ? [{ key: "iv1y", header: "IV1Y", format: percent }] : []),
+        ...(hasIv1yRank ? [{ key: "iv1yPercentile", header: "IVP1Y", format: (value: unknown) => formatRank(value as number | null) }] : []),
         { key: "termSlope", header: "30-90", format: (value: unknown) => formatPoints(value as number | null) },
         ...(hasSkew ? [{ key: "skew", header: "25D skew", format: (value: unknown) => formatPoints(value as number | null) }] : []),
+        ...(hasSkew && dates.skewApart ? [{ key: "skewDate", header: "Skew as of", format: dated }] : []),
         { key: "hv", header: "HV20", format: percent },
         { key: "ivHv", header: "IV/HV", format: (value: unknown) => typeof value === "number" ? value.toFixed(2) : "--" },
       ], rows: rows.map((row) => ({ ...row })) }],
       complete: !queued.length && !universe.error, unavailableSymbols: queued,
       errors: [universe.error].filter((value): value is string => !!value),
-      ...(queued.length ? { notes: [`Queued for backfill: ${queued.join(", ")}.`] } : {}),
-      metadata: { asOf: payload.asOf, presets: VCA_PRESETS, methodology: METHODOLOGY },
+      notes: [...queued.length ? [`Queued for backfill: ${queued.join(", ")}.`] : [], ...VCA_DEFINITIONS],
+      metadata: { presets: VCA_PRESETS, methodology: METHODOLOGY },
     };
   },
 };

package/src/plugins/builtin/iv-history/index.tsx

@@ -26,12 +26,12 @@ export const ivHistoryModule: PluginModule = {
   paneTemplates: [
     { ...createTickerSurfacePaneTemplate({
       id: "iv-history-pane", paneId: "iv-history", label: "Implied Volatility History",
-      description: "30 and 90-day ATM implied volatility since 2024 against realized, with IV rank and percentile.",
-      keywords: ["hivg", "implied", "volatility", "history", "iv rank", "ivr", "percentile", "vrp"], shortcut: "HIVG", publicShare: true,
+      description: "30-day, 90-day and one-year ATM implied volatility since 2024 against realized, with IV rank and percentile.",
+      keywords: ["hivg", "implied", "volatility", "history", "iv rank", "ivr", "percentile", "vrp", "iv1y", "leaps"], shortcut: "HIVG", publicShare: true,
     }), headless: ivHistoryHeadless },
     {
       id: "iv-screen-pane", paneId: "iv-screen", label: "Volatility Rich/Cheap",
-      description: "IV rank, percentile, term slope, skew and IV/HV across a list, ranked rich to cheap.",
+      description: "IV rank, percentile, one-year IV, term slope, skew and IV/HV across a list, ranked rich to cheap.",
       keywords: ["vca", "rich", "cheap", "iv rank", "implied volatility", "screen"],
       shortcut: { prefix: "VCA", argKind: "ticker-list" as const, argOptional: true }, headless: ivScreenHeadless,
       createInstance: (_context, options) => ({

package/src/plugins/builtin/iv-history/model.ts

@@ -31,12 +31,16 @@ export interface IvHistoryModel {
   status: IvHistoryPayload["status"];
   iv30: DatedValue[];
   iv90: DatedValue[];
+  /** Trade-close one-year IV; it starts later than IV30 and has gaps where long-dated series did not trade. */
+  iv365: DatedValue[];
   /** Same-session quote captures, drawn as points over the trade-close line. */
   quoteIv30: DatedValue[];
   hv: DatedValue[];
   spread: DatedValue[];
   stats: IvStatRow[];
   since: string | null;
+  /** Where the 1Y series starts and how deep it is, when that differs from the rest or leaves it unranked. */
+  oneYearNote: string | null;
   asOf: string | null;
   warnings: string[];
 }
@@ -76,7 +80,7 @@ function seriesStat(id: string, label: string, unit: IvStatUnit, points: readonl
     percentile: midrankPercentile(window, value), samples: window.length };
 }
 
-function byMethod(series: readonly IvPoint[], method: IvMethod, field: "iv30" | "iv90") {
+function byMethod(series: readonly IvPoint[], method: IvMethod, field: "iv30" | "iv90" | "iv365") {
   return series.filter((point) => point.method === method && point[field] != null)
     .map((point) => ({ date: utc(point.sessionDate), value: point[field] }))
     .sort((a, b) => a.date.getTime() - b.date.getTime());
@@ -119,12 +123,18 @@ export function projectIvHistory(
     value: stats?.value ?? null, date: stats?.date ?? null, method: stats?.method ?? null, low: stats?.low ?? null, high: stats?.high ?? null,
     rank: stats?.rank ?? null, percentile: stats?.percentile ?? null, samples: stats?.samples ?? 0 });
   const stats: IvStatRow[] = [fromServer("iv30", "IV 30d ATM", payload.stats.iv30)];
-  // A newer same-day quote capture is shown on its own row: its rank would mix methods.
+  // A newer quote capture is shown on its own row: its rank would mix methods.
   if (latest?.method === "quote-mid" && latest.iv30 != null && (!payload.stats.iv30 || latest.date > payload.stats.iv30.date)) {
-    stats.push({ id: "iv30-live", label: "IV 30d live", unit: "vol", value: latest.iv30, date: latest.date, method: "quote-mid",
+    stats.push({ id: "iv30-quote", label: "IV 30d quote", unit: "vol", value: latest.iv30, date: latest.date, method: "quote-mid",
       low: null, high: null, rank: null, percentile: null, samples: 0 });
   }
+  // IV1Y ranks trade closes only; until there is one, a stored quote gives its level, unranked.
+  const oneYear = payload.stats.iv365 ?? null;
   stats.push(fromServer("iv90", "IV 90d ATM", payload.stats.iv90),
+    !oneYear && latest?.iv365 != null
+      ? { id: "iv365", label: "IV 1Y ATM", unit: "vol", value: latest.iv365, date: latest.date, method: latest.method,
+        low: null, high: null, rank: null, percentile: null, samples: 0 }
+      : fromServer("iv365", "IV 1Y ATM", oneYear),
     seriesStat("hv", `HV ${window}`, "vol", rolling, "prices"),
     seriesStat("spread", `IV 30d - HV ${window}`, "points", spreadAll, "trade-close"),
     seriesStat("term", "IV 30d / 90d", "ratio", termAll, "trade-close"));
@@ -134,12 +144,19 @@ export function projectIvHistory(
   else if (payload.status === "unavailable" && !payload.warnings.length) warnings.push(`No listed options history found for ${payload.symbol}.`);
   if (!prices.length) warnings.push("Realized volatility unavailable: daily price history is missing.");
 
+  const tradeIv365 = byMethod(payload.series, "trade-close", "iv365");
+  const since = payload.coverage?.since ?? earliest;
+  const oneYearSince = payload.coverage?.iv365Since ?? (tradeIv365[0] ? day(tradeIv365[0].date) : null);
+  const oneYearNote = !oneYearSince ? (since ? "no IV1Y history yet" : null)
+    : oneYear?.percentile == null ? `IV1Y from ${oneYearSince}, ${tradeIv365.length} session${tradeIv365.length === 1 ? "" : "s"}`
+    : since && oneYearSince > since ? `IV1Y from ${oneYearSince}` : null;
+
   return {
     symbol: payload.symbol, status: payload.status,
-    iv30: visible(tradeIv30), iv90: visible(byMethod(payload.series, "trade-close", "iv90")),
+    iv30: visible(tradeIv30), iv90: visible(byMethod(payload.series, "trade-close", "iv90")), iv365: visible(tradeIv365),
     quoteIv30: visible(byMethod(payload.series, "quote-mid", "iv30")),
     hv, spread: visible(spreadAll), stats,
-    since: payload.coverage?.since ?? earliest, asOf: latestDate, warnings,
+    since, oneYearNote, asOf: latestDate, warnings,
   };
 }
 
@@ -152,21 +169,50 @@ export interface RichCheapRow {
   method: IvMethod | null;
   rank: number | null;
   percentile: number | null;
-  /** Session the rank belongs to (latest trade close). */
+  /** Trade close the rank is measured on: the newest trade-close session, which a newer quote reading can be ahead of. */
   rankDate: string | null;
   termSlope: number | null;
+  /** The latest reading's one-year IV, dated with IV30. */
+  iv1y: number | null;
+  /**
+   * IV1Y percentile on the close IVR and IVP are ranked on. Empty when the 1Y
+   * series has no reading that session, or there is no IV1Y beside it to describe.
+   */
+  iv1yPercentile: number | null;
   skew: number | null;
+  /** Session of the quote capture the skew comes from. */
+  skewDate: string | null;
   hv: number | null;
   ivHv: number | null;
   verdict: RichCheap;
 }
 
-/** The one reading date every screened row shares, shown once instead of per row. */
-export function sharedReading(rows: readonly RichCheapRow[]): { date: string; method: IvMethod | null } | null {
-  const dated = rows.filter((row) => row.date);
-  const first = dated[0];
-  return first && dated.every((row) => row.date === first.date && row.method === first.method)
-    ? { date: first.date!, method: first.method } : null;
+/**
+ * The dates the screened rows agree on, so each is said once instead of per
+ * row. The reading (IV30, term slope, IV/HV) and the rank (IVR, IVP) are dated
+ * apart: a quote reading can be a session ahead of the trade close its rank
+ * is measured on. A group the rows disagree on gets its own column.
+ */
+export interface RichCheapDates {
+  reading: { date: string; method: IvMethod } | null;
+  /** The trade close every ranked row is ranked on. */
+  rank: string | null;
+  /** Ranked rows are ranked on different closes. */
+  rankApart: boolean;
+  /** Some skew comes from a different session than its row's reading. */
+  skewApart: boolean;
+}
+export function richCheapDates(rows: readonly RichCheapRow[]): RichCheapDates {
+  const read = rows.filter((row) => row.date && row.method);
+  const ranked = rows.filter((row) => row.rankDate);
+  const first = read[0], firstRanked = ranked[0];
+  return {
+    reading: first && read.every((row) => row.date === first.date && row.method === first.method)
+      ? { date: first.date!, method: first.method! } : null,
+    rank: firstRanked && ranked.every((row) => row.rankDate === firstRanked.rankDate) ? firstRanked.rankDate : null,
+    rankApart: !!firstRanked && ranked.some((row) => row.rankDate !== firstRanked.rankDate),
+    skewApart: rows.some((row) => row.skew != null && row.skewDate !== row.date),
+  };
 }
 
 /** Rich or cheap against the symbol's own year: IV30 percentile at or above 80, or at or below 20. */
@@ -185,7 +231,9 @@ export function projectRichCheap(rows: readonly IvScreenRow[], hv: ReadonlyMap<s
       symbol: row.symbol, status: row.status, iv30, date: latest?.date ?? null, method: latest?.method ?? null,
       rank: row.iv30?.rank ?? null, percentile, rankDate: row.iv30?.date ?? null,
       termSlope: iv30 != null && latest?.iv90 != null ? iv30 - latest.iv90 : null,
-      skew: row.skew?.skew ?? null, hv: realized,
+      iv1y: latest?.iv365 ?? null,
+      iv1yPercentile: latest?.iv365 != null && row.iv365 && row.iv365.date === row.iv30?.date ? row.iv365.percentile : null,
+      skew: row.skew?.skew ?? null, skewDate: row.skew?.date ?? null, hv: realized,
       ivHv: iv30 != null && realized != null && realized > 0 ? iv30 / realized : null,
       verdict: verdictFor(percentile),
     };

package/src/plugins/builtin/iv-history/pane.tsx

@@ -17,6 +17,8 @@ import { loadIvHistory } from "./client";
 import { formatRank, formatStat, statSource } from "./format";
 import { HV_WINDOWS, type HvWindow, type IvLookback, type IvStatRow, projectIvHistory } from "./model";
 
+/** Pane borders, the footer's padding and its [s]urface hint. */
+const FOOTER_RESERVE = 16;
 const LOOKBACKS = [{ value: "1Y", label: "1Y" }, { value: "2Y", label: "2Y" }, { value: "ALL", label: "All" }];
 const HV_OPTIONS = HV_WINDOWS.map((window) => ({ value: String(window), label: `HV ${window}` }));
 const STAT_COLUMNS: DataTableColumn[] = [
@@ -80,14 +82,19 @@ export function IvHistoryPane({ width, height, focused }: PaneProps) {
     else return;
     event.preventDefault(); event.stopPropagation();
   }, { enabled: focused });
+  // In a pane too narrow for the whole footer, the history start drops its prefix.
+  const sinceText = model?.since ? `trade closes since ${model.since}` : null;
+  const footerText = [sinceText, model?.oneYearNote, model?.asOf].filter(Boolean).join(" ");
+  const since = sinceText && footerText.length + FOOTER_RESERVE > width ? `since ${model!.since}` : sinceText;
   usePaneFooter("iv-history", () => ({ info: [
     ...(resource.loading ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
-    ...(model?.since ? [{ id: "since", parts: [{ text: `trade closes since ${model.since}`, tone: "muted" as const }] }] : []),
+    ...(since ? [{ id: "since", parts: [{ text: since, tone: "muted" as const }] }] : []),
+    ...(model?.oneYearNote ? [{ id: "one-year", parts: [{ text: model.oneYearNote, tone: "muted" as const }] }] : []),
     ...(model?.asOf ? [{ id: "date", parts: [{ text: model.asOf, tone: "muted" as const }] }] : []),
   ], hints: [
     // Lookback (y) and realized window (w) keep their keys; the query bar shows them.
     ...(symbol ? [{ id: "surface", key: "s", label: "urface", onPress: openSurface }] : []),
-  ] }), [resource.loading, model?.since, model?.asOf, lookback, hvWindow, symbol]);
+  ] }), [resource.loading, since, model?.oneYearNote, model?.asOf, lookback, hvWindow, symbol]);
 
   const statsHeight = model ? model.stats.length + 1 : 0;
   const statSelection = statSelectionValue ?? model?.stats[0]?.id ?? "";
@@ -112,7 +119,7 @@ export function IvHistoryPane({ width, height, focused }: PaneProps) {
       { id: "lookback", label: "Lookback", value: lookback, options: LOOKBACKS, onChange: setLookback },
       { id: "realized", label: "Realized", value: String(hvWindow), options: HV_OPTIONS, onChange: setHvWindow },
     ]} />
-    {!symbol ? <EmptyState title="Choose a ticker." /> : <PaneStatusBody subject="implied volatility history" loading={resource.loading && !model}
+    {!symbol ? <EmptyState title="Select a ticker." /> : <PaneStatusBody subject="implied volatility history" loading={resource.loading && !model}
       error={!model ? resource.error ?? identityError ?? null : null} empty={!!model && !model.iv30.length && !model.quoteIv30.length}
       emptyTitle={model?.status === "queued" || model?.status === "backfilling" ? `Backfilling ${symbol} implied volatility history...` : undefined}>
       {model ? <>
@@ -120,6 +127,7 @@ export function IvHistoryPane({ width, height, focused }: PaneProps) {
           getItemKey={(row) => row.id} emptyStateTitle="No statistics." sortColumnId={null} sortDirection="asc"
           selection={{ kind: "id", selectedId: statSelection, getId: (row) => row.id, onChange: (id) => setStatSelection(id) }}
           getExportMetadata={() => [["symbol", model.symbol], ["as of", model.asOf], ["history since", model.since],
+            ...(model.oneYearNote ? [["IV1Y", model.oneYearNote]] : []),
             ["IV", "ATM, constant maturity, annualized"], ["HV", `${hvWindow}-session close-to-close`], ["warnings", ...notices]]}
           renderCell={(row, column) => statCell(row, column.id)} />
         <IvHistoryChart model={model} width={width} height={Math.max(6, height - 1 - statsHeight)} hvLabel={`HV ${hvWindow}`} focused={focused} />

package/src/plugins/builtin/iv-history/screen-pane.tsx

@@ -4,25 +4,32 @@ import { useAsyncResource } from "../../../react/async-resource";
 import { usePaneCollection, usePaneSettingValue, usePluginAppActions, useTickers } from "../../../public/react";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
-import { Box } from "../../../ui";
+import { Box, Text } from "../../../ui";
+import { wrapTextLines } from "../../../utils/text-wrap";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { compareSortValues, nextHeaderSort, type SortDirection } from "../../../utils/sort-values";
 import { loadIvScreen, loadRealizedVolatilities } from "./client";
-import { formatPoints, formatRank, formatVol, shortDate, verdictLabel } from "./format";
-import { projectRichCheap, type RichCheapRow, sharedReading, type VcaPreset } from "./model";
+import { formatPoints, formatRank, formatVol, readingLabel, sharedDates, shortDate, VCA_DEFINITIONS, verdictLabel } from "./format";
+import { projectRichCheap, type RichCheapRow, richCheapDates, type VcaPreset } from "./model";
 import { vcaUniverse } from "./universe";
 
 type SortId = keyof RichCheapRow;
 const HV_WINDOW = 20;
+/** Pane borders and the footer's own padding. */
+const FOOTER_MARGIN = 6;
 const COLUMNS: DataTableColumn[] = [
   { id: "symbol", label: "Symbol", width: 8, align: "left" },
   { id: "iv30", label: "IV30", width: 7, align: "right" },
   { id: "date", label: "As of", width: 11, align: "right" },
+  { id: "rankDate", label: "Rank as of", width: 11, align: "right" },
   { id: "rank", label: "IVR", width: 5, align: "right" },
   { id: "percentile", label: "IVP", width: 5, align: "right" },
   { id: "verdict", label: "Rich/Cheap", width: 11, align: "left" },
+  { id: "iv1y", label: "IV1Y", width: 7, align: "right" },
+  { id: "iv1yPercentile", label: "IVP1Y", width: 6, align: "right" },
   { id: "termSlope", label: "30-90", width: 7, align: "right" },
   { id: "skew", label: "25D skew", width: 9, align: "right" },
+  { id: "skewDate", label: "Skew as of", width: 11, align: "right" },
   { id: "hv", label: `HV${HV_WINDOW}`, width: 7, align: "right" },
   { id: "ivHv", label: "IV/HV", width: 6, align: "right" },
 ];
@@ -57,10 +64,19 @@ export function IvScreenPane({ width, height, focused }: PaneProps) {
     const projected = projectRichCheap(resource.data?.rows ?? [], hv);
     return projected.sort((left, right) => compareSortValues(left[sort.columnId], right[sort.columnId], sort.direction));
   }, [resource.data, hv, sort]);
-  const shared = useMemo(() => sharedReading(rows), [rows]);
-  // A shared reading date moves to the footer, and a column no row fills is left out.
-  const columns = useMemo(() => COLUMNS.filter((column) => !(column.id === "date" && shared)
-    && !(column.id === "skew" && rows.every((row) => row.skew == null))), [rows, shared]);
+  const dates = useMemo(() => richCheapDates(rows), [rows]);
+  // A date every row shares moves to the footer; a column no row fills, or whose dates agree, is left out.
+  const columns = useMemo(() => COLUMNS.filter((column) => {
+    switch (column.id) {
+      case "date": return !dates.reading;
+      case "rankDate": return dates.rankApart;
+      case "iv1y": return rows.some((row) => row.iv1y != null);
+      case "iv1yPercentile": return rows.some((row) => row.iv1yPercentile != null);
+      case "skew": return rows.some((row) => row.skew != null);
+      case "skewDate": return dates.skewApart;
+      default: return true;
+    }
+  }), [rows, dates]);
   const [selected, setSelected] = useState<string | null>(null);
   const queued = rows.filter((row) => row.status === "queued").length;
   const uncovered = rows.filter((row) => row.status !== "queued" && row.iv30 == null).length;
@@ -70,11 +86,13 @@ export function IvScreenPane({ width, height, focused }: PaneProps) {
     .filter((value): value is string => !!value);
   usePaneNoticeFooter({ registrationId: "iv-screen-notices", notices, focused });
   const openHistory = (row: RichCheapRow) => createPaneFromTemplate("iv-history-pane", { symbol: row.symbol });
+  // The full wording gives way to the short form in a pane too narrow to show the rank date.
+  const fullDatesText = useMemo(() => sharedDates(dates).join(" · "), [dates]);
+  const datesText = fullDatesText.length + FOOTER_MARGIN > width ? sharedDates(dates, true).join(" · ") : fullDatesText;
   usePaneFooter("iv-screen", () => ({ info: [
     ...(resource.loading ? [{ id: "loading", parts: [{ text: "loading", tone: "muted" as const }] }] : []),
-    ...(shared ? [{ id: "date", parts: [{ text: readingLabel(shared.date, shared.method), tone: "muted" as const }] }]
-      : resource.data?.asOf ? [{ id: "date", parts: [{ text: resource.data.asOf, tone: "muted" as const }] }] : []),
-  ] }), [resource.loading, shared, resource.data?.asOf]);
+    ...(datesText ? [{ id: "dates", parts: [{ text: datesText, tone: "muted" as const }] }] : []),
+  ] }), [resource.loading, datesText]);
   const handleKey = (event: DataTableKeyEvent): boolean => {
     if (event.ctrl || event.alt || event.meta || event.name !== "r") return false;
     void resource.reload();
@@ -84,19 +102,25 @@ export function IvScreenPane({ width, height, focused }: PaneProps) {
     switch (id) {
       case "symbol": return { text: row.symbol, color: colors.textBright };
       case "iv30": return { text: formatVol(row.iv30), color: colors.warning };
-      case "date": return { text: row.date ? readingLabel(row.date, row.method) : row.status === "queued" ? "queued" : "--",
+      case "date": return { text: row.date ? readingLabel(row.date, row.method, true) : row.status === "queued" ? "queued" : "--",
         color: colors.textDim };
+      case "rankDate": return { text: row.rankDate ? `${shortDate(row.rankDate)} close` : "--", color: colors.textDim };
       case "rank": return { text: formatRank(row.rank) };
       case "percentile": return { text: formatRank(row.percentile) };
       case "verdict": return { text: verdictLabel(row.verdict), color: row.verdict === "rich" ? colors.negative : row.verdict === "cheap" ? colors.positive : colors.textDim };
+      case "iv1y": return { text: formatVol(row.iv1y) };
+      case "iv1yPercentile": return { text: formatRank(row.iv1yPercentile) };
       case "termSlope": return { text: formatPoints(row.termSlope), color: row.termSlope != null && row.termSlope > 0 ? colors.negative : colors.text };
       case "skew": return { text: formatPoints(row.skew) };
+      case "skewDate": return { text: row.skewDate ? readingLabel(row.skewDate, "quote-mid", true) : "--", color: colors.textDim };
       case "hv": return { text: hv.has(row.symbol) ? formatVol(row.hv) : "...", color: colors.positive };
       case "ivHv": return { text: row.ivHv == null ? "--" : row.ivHv.toFixed(2) };
       default: return { text: "" };
     }
   };
   const custom = scope === "custom";
+  // The skew's sign and VIX beside IV30 are units of the figures above them, so they stay under the table.
+  const definitions = useMemo(() => VCA_DEFINITIONS.flatMap((line) => wrapTextLines(line, Math.max(1, width - 2))), [width]);
   return <Box width={width} height={height} flexDirection="column" overflow="hidden">
     <QueryBar width={width} filters={[
       { id: "universe", label: "Universe", value: VCA_SCOPE_OPTIONS.some((option) => option.value === scope) ? scope : "etfs",
@@ -106,22 +130,22 @@ export function IvScreenPane({ width, height, focused }: PaneProps) {
         onChange: setSymbolsText }] : []),
     ]} />
     <PaneStatusBody subject="volatility rich/cheap" loading={resource.loading && !resource.data} error={universe.error && !universe.instruments.length ? universe.error : !resource.data ? resource.error : null}>
-      <DataTableView<RichCheapRow> focused={focused && !symbolsActive} columns={columns} items={rows} rootWidth={width} rootHeight={Math.max(2, height - 1)}
+      <DataTableView<RichCheapRow> focused={focused && !symbolsActive} columns={columns} items={rows} rootWidth={width}
+        rootHeight={Math.max(2, height - 1 - definitions.length)}
         getItemKey={(row) => row.symbol} sortColumnId={sort.columnId} sortDirection={sort.direction} emptyStateTitle="No symbols to screen."
         onHeaderClick={(id) => setSort((current) => nextHeaderSort(current, id as SortId, { firstDirection: "desc" }))}
         selection={{ kind: "id", selectedId: selected ?? rows[0]?.symbol ?? "", getId: (row) => row.symbol, onChange: (id) => setSelected(id) }}
         onActivate={openHistory} onRootKeyDown={handleKey}
-        getExportMetadata={() => [["universe", universe.label], ["as of", resource.data?.asOf], ["IV", "30-day ATM, annualized"],
-          ["rank window", "prior 52 weeks of trade-close readings"], ["HV", `${HV_WINDOW}-session close-to-close`]]}
+        getExportMetadata={() => [["universe", universe.label], ["as of", fullDatesText || undefined],
+          ["IV", "30-day ATM, annualized"], ["IV1Y", "one-year ATM, annualized"], ["rank window", "prior 52 weeks of trade-close readings"], ["HV", `${HV_WINDOW}-session close-to-close`]]}
         renderCell={(row, column) => cell(row, column.id)} />
+      <Box flexDirection="column" paddingX={1} height={definitions.length} flexShrink={0}>
+        {definitions.map((line, index) => <Text key={index} fg={colors.textDim}>{line}</Text>)}
+      </Box>
     </PaneStatusBody>
   </Box>;
 }
 
-function readingLabel(date: string, method: RichCheapRow["method"]): string {
-  return `${shortDate(date)} ${method === "quote-mid" ? "live" : "close"}`;
-}
-
 export const VCA_SCOPE_OPTIONS = [
   { value: "etfs", label: "Index and sector ETFs" },
   { value: "megacaps", label: "US mega caps" },

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

@@ -750,7 +750,7 @@ function JobsView({ width, height, focused, companyOnly = false }: JobsViewProps
   if (!access.hasProAccess) return <HiringProWall symbol={symbol} exchange={exchange} width={width} height={height} />;
 
   if (!symbol) {
-    if (companyOnly) return <EmptyState title="No ticker selected." message="Select a ticker to see its hiring." />;
+    if (companyOnly) return <EmptyState title="Select a ticker." />;
     return <HomeView width={width} height={height} focused={focused} registrationId={registrationId} />;
   }
   return (