gloomberb 0.16.3 → 0.16.4

package/src/plugins/builtin/portfolio-list/headless.ts

@@ -9,12 +9,16 @@ import type {
 import type { TickerRecord } from "../../../types/ticker";
 import { formatNumber, formatPercentRaw } from "../../../utils/format";
 import {
+  collectionQuoteHeadline,
+  extendedQuoteFields,
+  extendedSessionsOf,
   findCollection,
   loadCollectionQuotes,
   valuePortfolioAllocation,
   valuePortfolioPositions,
   type CollectionMatch,
 } from "./cli/render";
+import { EXTENDED_SESSION_LABELS, type ExtendedSession } from "../../../market-data/market/status";
 import {
   BROKER_ACCOUNT_MISSING_NOTE,
   CASH_SYMBOL,
@@ -61,6 +65,7 @@ function textOf(value: unknown): string | undefined {
 const POSITION_COLUMNS: HeadlessPaneColumn[] = [
   { key: "symbol", header: "Ticker" },
   { key: "name", header: "Name" },
+  { key: "exchange", header: "Exchange" },
   { key: "shares", header: "Qty", align: "right", format: quantity },
   { key: "avgCost", header: "Avg Cost", align: "right", format: unitMoney("positionCurrency"), description: "Per unit, in the position's currency." },
   { key: "price", header: "Last", align: "right", format: unitMoney("priceCurrency"), description: "In the quote's currency." },
@@ -79,6 +84,26 @@ const TARGET_COLUMNS: HeadlessPaneColumn[] = [
   { key: "tradeValue", header: "Trade Value", align: "right", format: signedAmount, description: "The trade in the portfolio's currency." },
 ];
 
+/** The pre-market or after-hours print and its move from the regular close, for the rows that have one. */
+function extendedColumn(session: ExtendedSession): HeadlessPaneColumn {
+  return {
+    key: "extendedPrice",
+    header: EXTENDED_SESSION_LABELS[session],
+    align: "right",
+    format: (value, row) => row.extendedSession === session && typeof value === "number"
+      ? `${unitMoney("priceCurrency")(value, row)} ${percent(row.extendedChangePercent)}`
+      : formatNumber(undefined),
+    description: "Measured from the regular close in Last.",
+  };
+}
+
+/** `columns` with an extended column after Chg for each session a row has a print for. */
+function withExtendedColumns(columns: HeadlessPaneColumn[], sessions: readonly ExtendedSession[]): HeadlessPaneColumn[] {
+  if (sessions.length === 0) return columns;
+  const at = columns.findIndex((column) => column.key === "changePercent") + 1;
+  return [...columns.slice(0, at), ...sessions.map(extendedColumn), ...columns.slice(at)];
+}
+
 const WATCHLIST_COLUMNS: HeadlessPaneColumn[] = [
   { key: "symbol", header: "Ticker" },
   { key: "name", header: "Name" },
@@ -154,8 +179,9 @@ async function portfolioHoldings(
   const gross = held.reduce((sum, entry) => sum + Math.abs(finite(entry.row.marketValue) ?? 0), 0);
   const sum = (key: string) => held.reduce((total, entry) => total + (finite(entry.row[key]) ?? 0), 0);
   const seen = new Set<string>();
+  const extendedSessions = extendedSessionsOf(held.map(({ extended }) => extended?.session));
   const rows = held
-    .map(({ ticker, activeQuote, row }) => {
+    .map(({ ticker, headline, extended, row }) => {
       const marketValue = finite(row.marketValue);
       // A ticker held in several lots carries its allocation on its first row.
       const figures = seen.has(ticker.metadata.ticker) ? undefined : allocationBySymbol.get(ticker.metadata.ticker);
@@ -170,9 +196,11 @@ async function portfolioHoldings(
         shares: finite(row.shares),
         avgCost: finite(row.avgCost),
         positionCurrency: row.positionCurrency ?? null,
+        // Last and Chg are the regular session; market value and P&L are at the live price.
         price: finite(row.quotePrice),
         priceCurrency: row.quoteCurrency ?? null,
-        changePercent: finite(activeQuote?.changePercent),
+        changePercent: finite(headline?.changePercent),
+        ...extendedQuoteFields(extended),
         marketValue,
         unrealizedPnl: finite(row.unrealizedPnl),
         weight: figures?.weight ?? null,
@@ -216,7 +244,7 @@ async function portfolioHoldings(
 
   return {
     freshness: { source: broker ? "Your broker account and Gloom Cloud" : "Local portfolio and Gloom Cloud" },
-    columns: showTargets ? [...POSITION_COLUMNS, ...TARGET_COLUMNS] : POSITION_COLUMNS,
+    columns: withExtendedColumns(showTargets ? [...POSITION_COLUMNS, ...TARGET_COLUMNS] : POSITION_COLUMNS, extendedSessions),
     rows: shown,
     complete: unavailable.length === 0,
     ...(unavailable.length
@@ -254,21 +282,24 @@ async function watchlistHoldings(
   ctx.signal.throwIfAborted();
   const rows = tickers.map((ticker) => {
     const quote = quotes.get(ticker.metadata.ticker);
+    // As the watchlist pane shows it: the regular session, then any extended print from its close.
+    const { headline, extended } = collectionQuoteHeadline(quote);
     return {
       ...quoteFreshnessFields(quote),
       updatedAt: quote?.lastUpdated ?? null,
       symbol: ticker.metadata.ticker,
       name: ticker.metadata.name ?? null,
       exchange: ticker.metadata.exchange || null,
-      price: finite(quote?.price),
+      price: finite(headline?.price ?? quote?.price),
       priceCurrency: quote?.currency ?? null,
-      changePercent: finite(quote?.changePercent),
+      changePercent: finite(headline ? headline.changePercent : quote?.changePercent),
+      ...extendedQuoteFields(extended),
     };
   });
   const shown = rows.slice(0, limit);
   return {
     freshness: { source: "Local watchlist and Gloom Cloud" },
-    columns: WATCHLIST_COLUMNS,
+    columns: withExtendedColumns(WATCHLIST_COLUMNS, extendedSessionsOf(shown.map((row) => row.extendedSession))),
     rows: shown,
     metadata: {
       collection: { kind: "watchlist", id: target.id, name: target.name },
@@ -288,7 +319,7 @@ async function watchlistHoldings(
 export const collectionHoldingsHeadless: HeadlessPaneDefinition<"rows"> = {
   shape: "rows",
   description:
-    "Positions held in a portfolio, broker or manual: symbol, quantity, average cost, last price, market value, unrealized P&L and weight of the total with cash, largest first, then the cash line and totals. With target weights set, each row adds its target, drift and the trade to reach it. For a watchlist, its tickers with quotes. Takes a portfolio or watchlist ID; the first portfolio when omitted.",
+    "Positions held in a portfolio, broker or manual: symbol, exchange, shares, average cost, last price, market value, unrealized P&L and weight of the total with cash, largest first, then the cash line and totals. With target weights set, each row adds its target, drift and the trade to reach it. For a watchlist, its tickers with quotes. Takes a portfolio or watchlist ID; the first portfolio when omitted.",
   discovery: {
     dataRequirements: ["Local portfolios, watchlists and synced broker positions; current quotes"],
     limitations: ["Unrealized P&L on current positions; excludes realized trades, distributions and cash flows"],

package/src/plugins/builtin/realized-vol/headless.ts

@@ -46,7 +46,10 @@ export function realizedVolHeadless(initialView: "graph" | "cone"): HeadlessPane
         estimator: ESTIMATOR_OPTIONS.find(({ value }) => value === args.options.estimator)?.value,
         windows, lookbackYears: Number(args.options.lookbackYears) === 2 ? 2 : 1 });
       const errors = [history.error, iv?.error].filter((value): value is string => !!value);
+      // The cone rows are as of the last daily bar, not of when the report ran.
+      const lastBar = model.asOf && Number.isFinite(model.asOf.getTime()) ? model.asOf.toISOString().slice(0, 10) : null;
       return {
+        freshness: { asOf: lastBar },
         sections: [
           { title: "Volatility cone", columns: [
             { key: "window", header: "Sessions" },

package/src/plugins/builtin/realized-vol/pane.tsx

@@ -164,7 +164,7 @@ export function RealizedVolPane({ width, height, focused }: PaneProps) {
       { id: "estimator", label: "Estimator", value: estimator, options: ESTIMATOR_OPTIONS, onChange: (value: string) => setEstimator(value as RealizedVolatilityEstimator) },
       { id: "lookback", label: "Lookback", value: String(lookback), options: [{ value: "1", label: "1Y" }, { value: "2", label: "2Y" }], onChange: setLookback },
     ]} meta={reference ? `ATM IV observed ${reference.date.toISOString().slice(0, 16).replace("T", " ")} UTC` : "Annualized %"} />
-    {!symbol ? <EmptyState title="Choose a ticker." /> : <PaneStatusBody subject="realized volatility" loading={history.loading && !model}
+    {!symbol ? <EmptyState title="Select a ticker." /> : <PaneStatusBody subject="realized volatility" loading={history.loading && !model}
       error={!model ? history.error ?? identityError ?? null : null} empty={!!model && !model.history.length}>
       {model && view === "cone" ? <>
         <StatGrid items={coneStats} width={width} />

package/src/plugins/builtin/research/corporate-actions-pane.tsx

@@ -25,7 +25,7 @@ import { formatPercent } from "../../../utils/format";
 import { useResolvedEntryValue, useSecFilingDocuments, useSecFilingsQuery } from "../../../market-data/hooks";
 import { instrumentFromTicker } from "../../../market-data/request-types";
 import { usePaneTicker } from "../../../state/app/context";
-import { isUsEquityTicker } from "../../../utils/sec";
+import { mayBeUsEquityTicker } from "../../../utils/sec";
 import { useAssetData, usePluginPaneState } from "../../runtime";
 import { handleRefreshKey } from "../../../components/data-table/table-pane";
 import { SignInWall } from "../cloud/auth-actions";
@@ -496,7 +496,7 @@ export function CorporateActionsView({
     : null;
   const instrument = useMemo(() => instrumentFromTicker(ticker, symbol), [symbol, ticker]);
   const secFilingsEntry = useSecFilingsQuery(
-    openRow?.status === "Earnings" && instrument && isUsEquityTicker(ticker)
+    openRow?.status === "Earnings" && instrument && mayBeUsEquityTicker(ticker)
       ? { instrument, count: SEC_EVENT_FILING_LIMIT }
       : null,
   );

package/src/plugins/builtin/research/equity-diagnostic-pane.tsx

@@ -558,7 +558,7 @@ export function EquityDiagnosticView({ focused, width, height }: {
   // Walls and empty states are drawn straight into the pane, like every other
   // pane's; only a report sits in the padded scroll area.
   if (!symbol) {
-    return <PaneStatusBody empty emptyTitle="No ticker selected." emptyMessage="Move the cursor in a list pane to populate this view." />;
+    return <PaneStatusBody empty emptyTitle="Select a ticker." emptyMessage="Move the cursor in a list pane to populate this view." />;
   }
   if (signInRequired || verificationRequired) {
     return <SignInWall placement="diag-signin" width={width} height={height} symbol={symbol} exchange={exchange} action="run the Equity Diagnostic" needsVerification={verificationRequired} />;

package/src/plugins/builtin/revenue-breakdown/client.ts

@@ -4,7 +4,9 @@ import type {
   RevenueBreakdownPayload,
   RevenueBreakdownView,
 } from "../../../api-client/revenue-breakdown";
+import type { IssuerListingParams } from "../../../api-client/paths";
 import { createPluginCache } from "../../../data/plugin-cache";
+import { secListingKey } from "../../../utils/sec";
 
 /**
  * Revenue by product, segment or region comes from Gloom Cloud, which reads
@@ -59,10 +61,12 @@ export async function fetchRevenueBreakdown(
   symbol: string,
   view: RevenueBreakdownView,
   client: Pick<typeof apiClient, "getCloudRevenueBreakdown"> = apiClient,
+  listing?: IssuerListingParams,
 ): Promise<RevenueBreakdownPayload> {
   try {
-    return validateRevenueBreakdown(await client.getCloudRevenueBreakdown(symbol, view));
+    return validateRevenueBreakdown(await client.getCloudRevenueBreakdown(symbol, view, listing));
   } catch (error) {
+    // 404 is also a listing abroad whose company the SEC does not know.
     if (error instanceof ApiRequestError && error.status === 404) throw new Error(NO_BREAKDOWN);
     throw error;
   }
@@ -74,8 +78,9 @@ export interface RevenueResource {
   refreshError: string | null;
 }
 
-const cacheKey = (symbol: string, view: RevenueBreakdownView, pro: boolean) =>
-  `${symbol.toUpperCase()}:${view}:${pro ? "full" : "preview"}`;
+// SAN in Paris is not SAN in New York: a listing abroad is cached under its venue.
+const cacheKey = (symbol: string, view: RevenueBreakdownView, pro: boolean, listing?: IssuerListingParams) =>
+  `${secListingKey(symbol, listing?.exchange)}:${view}:${pro ? "full" : "preview"}`;
 
 // Seeds the first paint while the mount load runs; cache age is not staleness,
 // and a failed refresh reports its own.
@@ -83,8 +88,9 @@ export function cachedRevenueBreakdown(
   symbol: string,
   view: RevenueBreakdownView,
   pro: boolean,
+  listing?: IssuerListingParams,
 ): RevenueResource | null {
-  const cached = revenueBreakdownCache.get(cacheKey(symbol, view, pro), { allowExpired: true });
+  const cached = revenueBreakdownCache.get(cacheKey(symbol, view, pro, listing), { allowExpired: true });
   if (!cached) return null;
   try {
     return { payload: validateRevenueBreakdown(cached.data), stale: false, refreshError: null };
@@ -98,10 +104,11 @@ export async function loadRevenueBreakdown(
   view: RevenueBreakdownView,
   pro: boolean,
   force = false,
+  listing?: IssuerListingParams,
 ): Promise<RevenueResource> {
   const result = await revenueBreakdownCache.load(
-    cacheKey(symbol, view, pro),
-    () => fetchRevenueBreakdown(symbol, view),
+    cacheKey(symbol, view, pro, listing),
+    () => fetchRevenueBreakdown(symbol, view, apiClient, listing),
     { force },
   );
   // A company that stopped reporting a breakdown must not keep showing an old one.

package/src/plugins/builtin/revenue-breakdown/headless.ts

@@ -3,6 +3,7 @@ import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { fetchRevenueBreakdown } from "./client";
 import { quarterLabel, reportedSpan } from "./model";
 import { SEC_FILINGS } from "../shared/report-freshness";
+import { resolveHeadlessIssuerListing } from "../shared/headless-market-data";
 
 export const revenueBreakdownHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
@@ -34,10 +35,12 @@ export const revenueBreakdownHeadless: HeadlessPaneDefinition<"bundle"> = {
   ],
   describe: (args) => `Revenue breakdown | ${args.symbols[0]}`,
   async load(args, ctx) {
+    const symbol = args.symbols[0]!;
     const data = reportedSpan(await fetchRevenueBreakdown(
-      args.symbols[0]!,
+      symbol,
       (args.options.view as RevenueBreakdownView | undefined) ?? "product",
       ctx.apiClient,
+      await resolveHeadlessIssuerListing(ctx, symbol),
     ));
     return {
       complete: data.access === "full",

package/src/plugins/builtin/revenue-breakdown/pane.tsx

@@ -30,7 +30,7 @@ import { Blurred, LockedOverlay, UpgradeLabel } from "../shared/locked-rows";
 import { usePaneStatusFooter } from "../../../components/layout/pane/status-footer";
 import { usePlanAccess } from "../../../api-client/plan-access";
 import { useResearchCloudSession } from "../shared/research-cloud-session";
-import { listingIdentity } from "../shared/ticker-request";
+import { listingIdentity, useIssuerListing } from "../shared/ticker-request";
 import { QuarterBars, type BarHover } from "./bars";
 import {
   cachedRevenueBreakdown,
@@ -82,17 +82,20 @@ function RevenueBreakdownView({ width, height, focused }: { width: number; heigh
   const openUpgrade = useCloudUpgradeAction("seg");
   const identity = listingIdentity(boundSymbol, ticker?.metadata.exchange ?? "");
   const symbol = identity?.symbol ?? null;
+  const { name } = useIssuerListing(ticker);
+  const exchange = identity?.exchange ?? "";
+  const listing = useMemo(() => ({ exchange, name }), [exchange, name]);
   const [requestedView, setView] = usePaneSettingValue<RevenueBreakdownView>("view", "product");
   const [mode, setMode] = usePluginPaneState<RevenueMode>("revenue:mode", "trend");
   const [sort, setSort] = usePluginPaneState<RevenueSort>("revenue:sort", { column: "revenue", direction: "desc" });
   const view = REVENUE_VIEWS.includes(requestedView) ? requestedView : "product";
 
   const loader = useCallback(
-    (force: boolean) => loadRevenueBreakdown(symbol!, view, pro, force),
-    [symbol, view, pro, session.requestKey],
+    (force: boolean) => loadRevenueBreakdown(symbol!, view, pro, force, listing),
+    [symbol, listing, view, pro, session.requestKey],
   );
   const resource = useAsyncResource(symbol ? loader : null, {
-    initialData: () => (symbol ? cachedRevenueBreakdown(symbol, view, pro) : null),
+    initialData: () => (symbol ? cachedRevenueBreakdown(symbol, view, pro, listing) : null),
     clearOnError: (error) => error instanceof Error && error.message === NO_BREAKDOWN,
   });
   useAutoRefresh(resource.updatedAt, resource.load);

package/src/plugins/builtin/reverse-dcf/headless.ts

@@ -36,7 +36,11 @@ export const reverseDcfHeadless: HeadlessPaneDefinition<"bundle"> = {
           ...Object.fromEntries(row.implied.map((value, index) => [`t${index}`, implied(value)])) })) },
       ],
       complete: !inputs.stale && !inputs.error && !model.error,
-      ...(inputs.stale ? { freshness: { status: "stale" as const } } : {}),
+      // Dated by the price the enterprise value is marked at, not by when the report ran.
+      freshness: {
+        asOf: inputs.financials?.quote?.lastUpdated ?? null,
+        ...(inputs.stale ? { status: "stale" as const } : {}),
+      },
       unavailableSymbols: model.implied ? [] : [instrument.symbol],
       errors: [inputs.error, model.error].filter((value): value is string => !!value),
       metadata: { currency: model.currency, discountRate, terminalGrowth: TERMINAL_GROWTH, discountRates: DISCOUNT_RATES,

package/src/plugins/builtin/reverse-dcf/pane.tsx

@@ -91,7 +91,7 @@ export function ReverseDcfPane({ width, height, focused }: PaneProps) {
 
   return <Box width={width} height={height} flexDirection="column" overflow="hidden">
     <QueryBar width={width} filters={[{ id: "discount", label: "Discount", value: String(discount), options: DISCOUNT_OPTIONS, onChange: setDiscount }]} />
-    {!symbol ? <EmptyState title="Choose a ticker." /> : <PaneStatusBody subject="reverse DCF" loading={inputs.loading && !model}
+    {!symbol ? <EmptyState title="Select a ticker." /> : <PaneStatusBody subject="reverse DCF" loading={inputs.loading && !model}
       error={!model ? inputs.error ?? identityError ?? null : model.error} empty={false}>
       {model && !model.error ? <>
         <StatGrid items={stats} width={width} />

package/src/plugins/builtin/risk-factors/data.ts

@@ -4,7 +4,9 @@ import {
   type CloudRiskReportPayload,
 } from "../../../api-client";
 import { ApiRequestError, isPermanentClientError } from "../../../api-client/errors";
+import { listingAbroad, type IssuerListingParams } from "../../../api-client/paths";
 import type { HeadlessPaneApiClient, PluginPersistence } from "../../../types/plugin";
+import { secListingKey } from "../../../utils/sec";
 
 /** Annual reports are immutable; discovery of newly produced reports is not. */
 const LIST_KIND = "reports";
@@ -88,12 +90,20 @@ function loadCached<T extends object>(
   return request.promise;
 }
 
-export function loadRiskReportsWithClient(client: RiskApiClient, ticker: string, options?: { force?: boolean }): Promise<RiskReportsResult> {
-  const key = ticker.trim().toUpperCase();
+interface RiskLoadOptions {
+  force?: boolean;
+  /** The listing's venue and company, for a listing outside the US. */
+  listing?: IssuerListingParams;
+}
+
+export function loadRiskReportsWithClient(client: RiskApiClient, ticker: string, options?: RiskLoadOptions): Promise<RiskReportsResult> {
+  const symbol = ticker.trim().toUpperCase();
+  // SAN in Paris is not SAN in New York: a listing abroad is cached under its venue.
+  const key = secListingKey(symbol, options?.listing?.exchange);
   return loadCached(client, LIST_KIND, key, activeListFetches, LIST_CACHE_POLICY, options?.force ?? false, async () => {
     let payload: CloudRiskReportListPayload;
     try {
-      payload = await client.getRiskReports(key);
+      payload = await client.getRiskReports(symbol, options?.listing);
     } catch (error) {
       // The list answers 404 when no 10-K risk report is on file (20-F filers, funds).
       if (error instanceof ApiRequestError && error.status === 404) return { company: null, reports: [] };
@@ -104,12 +114,16 @@ export function loadRiskReportsWithClient(client: RiskApiClient, ticker: string,
   });
 }
 
-export function loadRiskReportWithClient(client: RiskApiClient, ticker: string, year: number, options?: { force?: boolean }): Promise<RiskReportResult> {
+export function loadRiskReportWithClient(client: RiskApiClient, ticker: string, year: number, options?: RiskLoadOptions): Promise<RiskReportResult> {
   const symbol = ticker.trim().toUpperCase();
-  return loadCached(client, REPORT_KIND, `${symbol}:${year}`, activeReportFetches, REPORT_CACHE_POLICY, options?.force ?? false, async () => {
-    const payload = await client.getRiskReport(symbol, year);
+  const abroad = listingAbroad(symbol, options?.listing?.exchange) !== null;
+  const key = `${secListingKey(symbol, options?.listing?.exchange)}:${year}`;
+  return loadCached(client, REPORT_KIND, key, activeReportFetches, REPORT_CACHE_POLICY, options?.force ?? false, async () => {
+    const payload = await client.getRiskReport(symbol, year, options?.listing);
     // SEC rows spell share classes BRK-B; a BRK.B request is the same company.
-    const sameTicker = (value: string | undefined) => value?.toUpperCase().replace(/\./g, "-") === symbol.replace(/\./g, "-");
+    // A listing abroad reads its registrant's rows, filed under that
+    // registrant's US ticker (Sanofi's SNY for SAN in Paris).
+    const sameTicker = (value: string | undefined) => abroad || value?.toUpperCase().replace(/\./g, "-") === symbol.replace(/\./g, "-");
     if (!payload || !sameTicker(payload.ticker) || payload.reportYear !== year) {
       throw new Error(`Risk report response does not match ${symbol} ${year}.`);
     }
@@ -117,5 +131,5 @@ export function loadRiskReportWithClient(client: RiskApiClient, ticker: string,
   });
 }
 
-export const loadRiskReports = (ticker: string, options?: { force?: boolean }) => loadRiskReportsWithClient(apiClient, ticker, options);
-export const loadRiskReport = (ticker: string, year: number, options?: { force?: boolean }) => loadRiskReportWithClient(apiClient, ticker, year, options);
+export const loadRiskReports = (ticker: string, options?: RiskLoadOptions) => loadRiskReportsWithClient(apiClient, ticker, options);
+export const loadRiskReport = (ticker: string, year: number, options?: RiskLoadOptions) => loadRiskReportWithClient(apiClient, ticker, year, options);

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

@@ -1,6 +1,7 @@
 import type { HeadlessBundleSection, HeadlessPaneDefinition } from "../../../types/plugin";
 import { loadRiskReportWithClient, loadRiskReportsWithClient, type RiskReportsResult } from "./data";
 import { SEC_FILINGS } from "../shared/report-freshness";
+import { resolveHeadlessIssuerListing } from "../shared/headless-market-data";
 
 export const riskFactorsHeadless: HeadlessPaneDefinition<"bundle"> = {
   shape: "bundle",
@@ -16,9 +17,11 @@ export const riskFactorsHeadless: HeadlessPaneDefinition<"bundle"> = {
     const selection = String(args.options.year ?? "latest").trim().toLowerCase();
     if (selection !== "latest" && !/^\d{4}$/.test(selection)) throw new Error("Risk report year must be a four-digit filing year or latest.");
     const force = args.options.refresh === true;
+    // A listing abroad names its venue and company, so it never reads a US namesake's reports.
+    const listing = await resolveHeadlessIssuerListing(context, ticker);
     // A specific immutable filing does not depend on the latest discovery list.
     let list: RiskReportsResult | null = null;
-    if (selection === "latest") list = await loadRiskReportsWithClient(context.apiClient, ticker, { force });
+    if (selection === "latest") list = await loadRiskReportsWithClient(context.apiClient, ticker, { force, listing });
     const year = list
       ? [...list.reports].sort((a, b) => b.reportYear - a.reportYear)[0]?.reportYear
       : Number(selection);
@@ -27,7 +30,7 @@ export const riskFactorsHeadless: HeadlessPaneDefinition<"bundle"> = {
         ? `No cached risk report available for ${ticker}; report discovery failed: ${list.refreshError}`
         : `No 10-K risk reports on file for ${ticker}.`);
     }
-    const report = await loadRiskReportWithClient(context.apiClient, ticker, year, { force });
+    const report = await loadRiskReportWithClient(context.apiClient, ticker, year, { force, listing });
     const sections: HeadlessBundleSection[] = [
       { title: "Filing", entries: [
         { label: "Ticker", value: report.ticker },

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

@@ -21,7 +21,7 @@ import { isPermanentClientError } from "../../../api-client/errors";
 import { usePluginPaneState } from "../../runtime";
 import { useFilingYearReader } from "../shared/filing-year-reader";
 import { useProFeatureWall, type ProFeatureWallCopy, type ReadGuard } from "../shared/pro-feature-wall";
-import { useBoundTicker } from "../shared/ticker-request";
+import { useBoundTicker, useIssuerListing } from "../shared/ticker-request";
 import { loadRiskReport, loadRiskReports } from "./data";
 
 export const RISK_FACTORS_PANE_ID = "risk-factors";
@@ -100,8 +100,9 @@ function RiskFactorsReader({
   nested = false,
   guard,
 }: RiskFactorsPaneProps & { guard: ReadGuard }) {
-  const { symbol } = useBoundTicker();
+  const { symbol, ticker: boundTicker } = useBoundTicker();
   const ticker = symbol ? symbol.toUpperCase() : null;
+  const listing = useIssuerListing(boundTicker);
   const nativePaneChrome = useUiCapabilities().nativePaneChrome === true;
   const rendererHost = useRendererHost();
 
@@ -109,13 +110,13 @@ function RiskFactorsReader({
   // one the pane opened with, so a restored year applies to it.
   const [selectedYear, setSelectedYear] = usePluginPaneState<number | null>("filingYear", null);
   const [selectedTicker, setSelectedTicker] = useState<string | null>(ticker);
-  const listLoader = useCallback((force: boolean) => guard(loadRiskReports(ticker!, { force })), [guard, ticker]);
+  const listLoader = useCallback((force: boolean) => guard(loadRiskReports(ticker!, { force, listing })), [guard, listing, ticker]);
   const list = useAsyncResource(ticker ? listLoader : null, { clearOnError: isPermanentClientError });
   const years = useMemo(() => (list.data?.reports ?? []).map((entry) => entry.reportYear).sort((a, b) => b - a), [list.data]);
   // Null follows the newest discovered filing; an explicit choice stays on that year.
   const year = selectedTicker === ticker && selectedYear !== null
     ? selectedYear : years[0] ?? null;
-  const reportLoader = useCallback((force: boolean) => guard(loadRiskReport(ticker!, year!, { force })), [guard, ticker, year]);
+  const reportLoader = useCallback((force: boolean) => guard(loadRiskReport(ticker!, year!, { force, listing })), [guard, listing, ticker, year]);
   const detail = useAsyncResource(ticker && year !== null ? reportLoader : null, { clearOnError: isPermanentClientError });
   const report = detail.data;
   const listError = list.error ?? list.data?.refreshError ?? null;
@@ -166,7 +167,7 @@ function RiskFactorsReader({
   const bodyWidth = Math.max(12, width - 2);
   const proseWidth = Math.min(bodyWidth, READING_WIDTH);
 
-  if (!ticker) return <EmptyState title="Pick a ticker to see its risk factors." />;
+  if (!ticker) return <EmptyState title="Select a ticker." />;
   if (!list.data && list.loading) return <PaneStatusBody loading align="center" loadingLabel="Loading risk factors..." />;
   if (!list.data && listError && year === null) return <PaneStatusBody error={listError} errorTitle="Could not load risk reports." />;
   if (year === null) return <EmptyState title={`No 10-K risk factors on file for ${ticker}.`} />;

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

@@ -133,7 +133,7 @@ export function SeasonalityPane({ width, height, focused }: PaneProps) {
   return <Box width={width} height={height} flexDirection="column" overflow="hidden">
     {strip}
     <QueryBar width={width} filters={[{ id: "lookback", label: "Lookback", value: String(lookback), options: LOOKBACK_OPTIONS, onChange: setLookback }]} />
-    {!symbol ? <EmptyState title="Choose a ticker." /> : <PaneStatusBody subject="seasonality" loading={history.loading && !model}
+    {!symbol ? <EmptyState title="Select a ticker." /> : <PaneStatusBody subject="seasonality" loading={history.loading && !model}
       error={!model ? history.error ?? identityError ?? null : null} empty={!!model && !model.years.length}>
       {model ? <>
         <StatGrid items={stats} width={width} />

package/src/plugins/builtin/sec/index.tsx

@@ -10,7 +10,7 @@ import { useDebouncedPluginPaneState } from "../../runtime";
 import { usePaneSettingValue } from "../../../state/app/context";
 import type { ScrollBoxRenderable } from "../../../ui";
 import { EmptyState, FeedDataTableStackView, Spinner, StatGrid, usePaneNoticeFooter, useTableLoadMore, type FeedDataTableItem, type StatItem } from "../../../components";
-import { isUsEquityOrFundTicker, isUsEquityTicker, secFilingItemCodes } from "../../../utils/sec";
+import { mayBeUsEquityOrFundTicker, mayBeUsEquityTicker, secFilingItemCodes } from "../../../utils/sec";
 import { parseForm4Xml, transactionTypeLabel } from "../insider/insider-data";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import {
@@ -241,7 +241,7 @@ function SecView({ width, height, focused }: { width: number; height: number; fo
   // ticker. The fund filings view (ETF) lists other forms, so it leaves it.
   useSecFilingFocusRequest(forms ? null : ticker?.metadata.ticker, setOpenItemId);
   // A form list is the fund filings view (ETF), which US-listed funds open too.
-  const eligibleTicker = forms ? isUsEquityOrFundTicker(ticker) : isUsEquityTicker(ticker);
+  const eligibleTicker = forms ? mayBeUsEquityOrFundTicker(ticker) : mayBeUsEquityTicker(ticker);
   const instrument = instrumentFromTicker(ticker, ticker?.metadata.ticker ?? null);
   const filingsEntry = useSecFilingsQuery(
     instrument && eligibleTicker
@@ -449,7 +449,7 @@ export const secModule: PluginModule = {
         keywords: ["sec", "filings", "10-k", "10-q", "8-k"],
         shortcut: "SEC",
         shortcutAliases: ["CF"],
-        canCreate: (_context, options) => !options?.ticker || isUsEquityTicker(options.ticker),
+        canCreate: (_context, options) => !options?.ticker || mayBeUsEquityTicker(options.ticker),
       }),
       headless: secHeadless,
     },
@@ -462,7 +462,7 @@ export const secModule: PluginModule = {
         keywords: ["etf", "fund", "n-1a", "485bpos", "497", "n-csr", "n-cen", "n-port", "prospectus"],
         shortcut: "ETF",
         viewKey: "etf",
-        canCreate: (_context, options) => !options?.ticker || isUsEquityOrFundTicker(options.ticker),
+        canCreate: (_context, options) => !options?.ticker || mayBeUsEquityOrFundTicker(options.ticker),
         settings: () => ({ forms: ETF_FORMS_SETTING }),
       }),
       headless: createSecHeadless(undefined, {
@@ -481,7 +481,7 @@ export const secModule: PluginModule = {
       order: 45,
       component: SecView,
       instruments: ["equity"],
-      isVisible: ({ ticker }) => isUsEquityTicker(ticker),
+      isVisible: ({ ticker }) => mayBeUsEquityTicker(ticker),
     });
   },
   dispose() {

package/src/plugins/builtin/sectors/client.ts

@@ -1,10 +1,12 @@
 import type { DataProvider } from "../../../types/data-provider";
 import type { PricePoint, Quote } from "../../../types/financials";
 import type { SectorDef } from "./sector-data";
+import { getRegularSessionDisplay } from "../../../market-data/market/status";
 import {
   computeTrailingReturn,
   historySessionBefore,
   latestHistoryDate,
+  sectorExtendedFields,
   sectorReturnTargetDate,
   sectorQuoteSessionDate,
   sectorReturnStartDate,
@@ -41,6 +43,8 @@ export async function loadSectorRows(
     sector.etf,
     await provider.getPriceHistory(sector.etf, "", "1Y").catch(() => []),
   ] as const)));
+  // The quotes as sent carry any pre-market or after-hours print, for its own column.
+  const sentQuotes = new Map(quotes);
   for (const [symbol, quote] of quotes) {
     if (quote) quotes.set(symbol, completedSessionQuote(quote, histories.get(symbol) ?? []));
   }
@@ -52,7 +56,10 @@ export async function loadSectorRows(
     let history: PricePoint[] = histories.get(sector.etf) ?? [];
     const quote = quotes.get(sector.etf) ?? null;
     if (!quote && history.length === 0) return { etf: sector.etf, row: null };
-    const lastReportedPrice = quote && Number.isFinite(quote.price) && quote.price > 0 ? quote.price : null;
+    // Price and 1D are the regular session, as `ticker` reads them: after the close
+    // its close and move, with an extended print in its own column.
+    const headline = getRegularSessionDisplay(quote);
+    const lastReportedPrice = headline && Number.isFinite(headline.price) && headline.price > 0 ? headline.price : null;
     const sessionDate = quoteDates.get(sector.etf) ?? null;
     const priceIssue = !quote || lastReportedPrice == null ? "quote unavailable"
       : !sessionDate ? "quote session unknown"
@@ -60,7 +67,7 @@ export async function loadSectorRows(
       : sessionDate !== asOfDate ? `quote from ${sessionDate}; shared session is ${asOfDate}`
       : null;
     const price = priceIssue ? null : lastReportedPrice;
-    const changePercent = price != null && Number.isFinite(quote?.changePercent) ? quote!.changePercent : null;
+    const changePercent = price != null && Number.isFinite(headline?.changePercent) ? headline!.changePercent! : null;
     const quoteIssue = priceIssue ?? (changePercent == null ? "1D change unavailable" : null);
     // A strict trailing request may begin after the prior year's weekend or
     // holiday. Ask for a small boundary buffer when the provider supports it.
@@ -89,6 +96,7 @@ export async function loadSectorRows(
         quoteUpdatedAt: quote && Number.isFinite(quote.lastUpdated) ? quote.lastUpdated : null,
         quoteDataSource: quote?.dataSource,
         changePercent,
+        ...sectorExtendedFields(price == null ? null : sentQuotes.get(sector.etf)),
         return1M: month?.value ?? null,
         return1Y: year?.value ?? null,
         returnAsOfDate: asOfDate,

package/src/plugins/builtin/sectors/headless.ts

@@ -3,19 +3,39 @@ import type {
   HeadlessPaneDefinition,
   HeadlessPaneLoadArgs,
 } from "../../../types/plugin";
+import type { HeadlessPaneColumn } from "../../../types/headless";
 import { formatCurrency, formatPercentRaw } from "../../../utils/format";
+import { EXTENDED_SESSION_LABELS, type ExtendedSession } from "../../../market-data/market/status";
 import { loadSectorRows, type SectorRowOutcome } from "./client";
 import { getSectorCollection, type SectorCollectionId, type SectorDef } from "./sector-data";
-import { DEFAULT_SORT_PREFERENCE, sectorRowIssues, sortRows, type SectorRow } from "./sector-model";
+import { DEFAULT_SORT_PREFERENCE, sectorExtendedSessions, sectorRowIssues, sortRows, type SectorRow } from "./sector-model";
 
-const COLUMNS = [
+const price = (value: unknown, row: Record<string, unknown>) => value == null ? "-" : formatCurrency(Number(value), String(row.currency));
+const percent = (value: unknown) => value == null ? "-" : formatPercentRaw(Number(value));
+
+const LEAD_COLUMNS: HeadlessPaneColumn[] = [
   { key: "name", header: "Sector" },
   { key: "etf", header: "ETF" },
-  { key: "price", header: "Last", align: "right" as const, format: (value: unknown, row: Record<string, unknown>) => value == null ? "-" : formatCurrency(Number(value), String(row.currency)) },
-  { key: "changePercent", header: "1D", align: "right" as const, format: (value: unknown) => value == null ? "-" : formatPercentRaw(Number(value)) },
-  { key: "return1M", header: "1M", align: "right" as const, format: (value: unknown) => value == null ? "-" : formatPercentRaw(Number(value)) },
-  { key: "return1Y", header: "1Y", align: "right" as const, format: (value: unknown) => value == null ? "-" : formatPercentRaw(Number(value)) },
+  { key: "price", header: "Last", align: "right", format: price },
+  { key: "changePercent", header: "1D", align: "right", format: percent },
+];
+const RETURN_COLUMNS: HeadlessPaneColumn[] = [
+  { key: "return1M", header: "1M", align: "right", format: percent },
+  { key: "return1Y", header: "1Y", align: "right", format: percent },
 ];
+const COLUMNS = [...LEAD_COLUMNS, ...RETURN_COLUMNS];
+
+/** The pre-market or after-hours print and its move from the regular close, for the funds that have one. */
+function extendedColumn(session: ExtendedSession): HeadlessPaneColumn {
+  return {
+    key: "extendedPrice",
+    header: EXTENDED_SESSION_LABELS[session],
+    align: "right",
+    format: (value, row) => row.extendedSession === session && typeof value === "number"
+      ? `${price(value, row)} ${percent(row.extendedChangePercent)}`
+      : "-",
+  };
+}
 
 export function projectSectorRows(
   definitions: readonly SectorDef[],
@@ -36,6 +56,10 @@ export function projectSectorRows(
     quoteDataSource: byEtf.get(definition.etf)?.quoteDataSource,
     quoteIssue: byEtf.get(definition.etf)?.quoteIssue ?? null,
     lastReportedPrice: byEtf.get(definition.etf)?.lastReportedPrice ?? null,
+    extendedSession: byEtf.get(definition.etf)?.extendedSession ?? null,
+    extendedPrice: byEtf.get(definition.etf)?.extendedPrice ?? null,
+    extendedChange: byEtf.get(definition.etf)?.extendedChange ?? null,
+    extendedChangePercent: byEtf.get(definition.etf)?.extendedChangePercent ?? null,
     returnIntegrity: byEtf.get(definition.etf)?.returnIntegrity ?? {},
     returnAsOfDate: byEtf.get(definition.etf)?.returnAsOfDate ?? null,
     return1MStartDate: byEtf.get(definition.etf)?.return1MStartDate ?? null,
@@ -82,7 +106,12 @@ export function createSectorsHeadless(
       const unavailableReturns = rows.filter((row) => row.return1M == null || row.return1Y == null).map((row) => row.etf);
       const unavailableDailyChanges = rows.filter((row) => row.changePercent == null).map((row) => row.etf);
       const unavailableSymbols = [...new Set([...unavailableQuotes, ...unavailableReturns, ...unavailableDailyChanges])];
+      // Last and 1D are the regular session; an extended print gets a column only when a fund has one.
+      const extendedSessions = sectorExtendedSessions(rows);
       return {
+        ...(extendedSessions.length > 0
+          ? { columns: [...LEAD_COLUMNS, ...extendedSessions.map(extendedColumn), ...RETURN_COLUMNS] }
+          : {}),
         unavailableSymbols: unavailableSymbols.length > 0 ? unavailableSymbols : undefined,
         errors: rows.flatMap((row) => sectorRowIssues(row).map((issue) => `${row.etf}: ${issue}.`)),
         // The quote behind each row says whether it is real-time or delayed, and how current it is.