gloomberb 0.16.3 → 0.16.5

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

@@ -56,6 +56,8 @@ import {
   riskCoverageShortfall,
   riskCoverageText,
   riskPercentile,
+  riskAmountBase,
+  riskEvidence,
   riskValue,
   RISK_VIEWS,
   type PortfolioRiskModel,
@@ -79,7 +81,7 @@ const titles = {
 };
 const tabs = RISK_VIEWS.map((value) => ({ value, label: titles[value] }));
 const getKey = (row: RiskDisplayRow) => row.id;
-/** The two return rows chart the basket against SPY over the window they measure. */
+/** The two return rows chart the basket against its benchmark over the window they measure. */
 const RETURN_ROW_IDS: ReadonlySet<string> = new Set(["return", "benchmark"]);
 const formatPercentValue = (value: number) => `${value.toFixed(2)}%`;
 const formatPlainAxis = spanAxisFormatter((value, digits) => value.toFixed(digits));
@@ -119,12 +121,15 @@ function holdingsSummaryItems(rows: RiskDisplayRow[]): StatItem[] {
   }));
 }
 /**
- * Cumulative return of the current-weight basket and of SPY across the last
- * window of paired sessions: the path behind the two return rows, whose
- * values the legend ends on. The series take the rows' names.
+ * Cumulative return of the current-weight basket and of its benchmark across
+ * the window of paired sessions the return rows measure (the last 60, or those
+ * since a 13F filing): the path behind the two rows, whose values the legend
+ * ends on. The series take the rows' names.
  */
 function basketReturnSeries(model: PortfolioRiskModel): ChartTableChart["series"] {
-  const sample = model.sample.slice(-60);
+  // A snapshot saved before the window existed covers the trailing 60.
+  const sessions = model.window?.sessions ?? 60;
+  const sample = sessions > 0 ? model.sample.slice(-sessions) : [];
   if (!sample.length) return [];
   const label = (id: string, fallback: string) => model.rows.risk.find((row) => row.id === id)?.label ?? fallback;
   let wealth = 1,
@@ -137,7 +142,7 @@ function basketReturnSeries(model: PortfolioRiskModel): ChartTableChart["series"
     ),
     staticSeries(
       [start, ...sample.map((row) => scalarPoint(new Date(row.dateKey), ((benchmark *= 1 + row.benchmark) - 1) * 100))],
-      { id: "benchmark", label: label("benchmark", "SPY return"), color: colors.textMuted },
+      { id: "benchmark", label: label("benchmark", `${model.benchmark ?? "SPY"} return`), color: colors.textMuted },
     ),
   ];
 }
@@ -178,7 +183,7 @@ 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) => ({
@@ -263,7 +268,9 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   );
   const [equity] = usePaneSettingValue("equityShift", -10),
     [rates] = usePaneSettingValue("rateShift", 100),
-    [volatility] = usePaneSettingValue("volShift", 10);
+    [volatility] = usePaneSettingValue("volShift", 10),
+    [since] = usePaneSettingValue("riskSince", "trailing");
+  const riskWindow = useMemo(() => (since === "filed" ? { since: "filed" as const } : {}), [since]);
   const [actionStatus, setActionStatus] = useState<string | null>(null);
   const [selected, setSelected] = usePluginPaneState<string | null>(
     "risk:selected",
@@ -323,12 +330,13 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
             rates: Number(rates),
             volatility: Number(volatility),
           },
+          riskWindow,
         ),
         error: null,
       };
     } catch (error) {
       return {
-        model: buildPortfolioRisk(portfolio, localTickers, market),
+        model: buildPortfolioRisk(portfolio, localTickers, market, null, undefined, riskWindow),
         error: error instanceof Error ? error.message : "Evidence invalid",
       };
     }
@@ -342,6 +350,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     equity,
     rates,
     volatility,
+    riskWindow,
   ]);
   const model = derived.model;
   const marketLoading = resource.loading && !resource.data;
@@ -458,7 +467,8 @@ 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 +586,8 @@ 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 +612,7 @@ 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/index.tsx

@@ -4,6 +4,7 @@ import { attentionWindow } from "./model";
 import { attentionHeadless } from "./headless";
 import { TrendingPane } from "./trending";
 import { AttentionPane } from "./pane";
+import { ATTENTION_SERIES } from "./series";
 export const attentionModule: PluginModule = {
   panes: [{ id: "attention", name: "Research Attention", icon: "A", component: AttentionPane, defaultPosition: "right", defaultMode: "floating",
     defaultFloatingSize: { width: 126, height: 32 }, tableExport: true, headless: attentionHeadless },
@@ -13,6 +14,7 @@ export const attentionModule: PluginModule = {
     keywords: ["attention", "trending", "research", "activity"], shortcut: { prefix: "ATTN", argKind: "text", argPlaceholder: "TICKER", argOptional: true },
     headless: attentionHeadless, createInstance: (_ctx, options) => ({ placement: "floating", settings: { window: attentionWindow(options?.values?.window), symbol: (options?.arg ?? options?.symbol)?.trim().toUpperCase() ?? "" } }) },
     { id: "attention-trending-pane", paneId: "attention-trending", label: "Gloom Trending", description: "Compact daily research attention for a home workspace.", keywords: ["trending", "home"], createInstance: () => ({ placement: "floating" }) }],
+  series: ATTENTION_SERIES,
   setup(ctx) { attentionCache.attach(ctx.persistence); },
   dispose() { attentionCache.reset(); },
 };

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

@@ -12,6 +12,7 @@ import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, TextAttributes, useRendererHost, useUiCapabilities } from "../../../ui";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
+import { useOpenDescription } from "../shared/open-description";
 import { Blurred, LockedOverlay } from "../shared/locked-rows";
 import { isCloudSessionRequired, useResearchCloudSession } from "../shared/research-cloud-session";
 import { useAttentionEvidence } from "./evidence";
@@ -87,6 +88,7 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
   const desktop = !!useUiCapabilities().nativePaneChrome;
   const host = useRendererHost();
   const { createPaneFromTemplate } = usePluginAppActions();
+  const openDescription = useOpenDescription();
   const session = useResearchCloudSession();
   const access = usePlanAccess();
   const accessKey = `${session.requestKey}:${access.hasProAccess ? "pro" : "preview"}`;
@@ -126,7 +128,7 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
   usePaneRefreshKey(() => { void resource.reload(); if (detailMode) void detail.reload(); }, { focused });
   const hints: PaneHint[] = [
     ...(selected && !groupMode ? [
-      { id: "description", key: "d", label: "es", onPress: () => createPaneFromTemplate("new-ticker-detail-pane", { symbol: selected.symbol }) },
+      { id: "description", key: "d", label: "es", onPress: () => openDescription(selected.symbol) },
       { id: "financials", key: "f", label: "a", onPress: () => createPaneFromTemplate("financial-analysis-pane", { symbol: selected.symbol }) },
       { id: "chart", key: "g", label: "raph", onPress: () => createPaneFromTemplate("chart-composer-pane", { arg: selected.symbol }) },
       { id: "news", key: "n", label: "ews", onPress: () => createPaneFromTemplate("ticker-news-pane", { symbol: selected.symbol }) },

package/src/plugins/builtin/attention/series.ts

@@ -0,0 +1,26 @@
+import type { SeriesDefinition } from "../../../series/types";
+import { fetchAttention } from "./client";
+import { emptyAttention, historyPoints } from "./model";
+
+/**
+ * The hourly research attention ATTN charts for one ticker. A Pro reading
+ * served per account: the free preview carries no history, so it fails with
+ * the pane's own words instead of drawing an empty chart.
+ */
+export const ATTENTION_SERIES: readonly SeriesDefinition[] = [{
+  id: "attention:research-hours",
+  name: "Research attention",
+  unit: "hours",
+  frequency: "intraday",
+  group: "Alternative data",
+  tags: ["attention", "research", "trending", "researcher-hours"],
+  description: "Rounded researcher-hours opt-in users spent on the ticker in each published hour, as ATTN charts them; an hour below the privacy threshold is a gap. Needs Pro.",
+  input: "ticker",
+  load: async ({ ticker }) => {
+    const data = await fetchAttention("now", ticker!);
+    if (data.entitlement === "preview") throw new Error("Pro unlocks published history.");
+    if (data.status === "disabled") throw new Error(emptyAttention(data));
+    if (!data.history?.length) throw new Error("No privacy-qualified hours for this ticker.");
+    return historyPoints(data.history).map((point) => ({ date: point.date, value: point.value }));
+  },
+}];

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

@@ -2,8 +2,10 @@ import type { PluginModule } from "../plugin-module";
 import { awardDetailCache, awardsCache } from "./client";
 import { awardsHeadless } from "./headless";
 import { AwardsPane } from "./pane";
+import { AWARD_SERIES } from "./series";
 
 export const awardsModule: PluginModule = {
+  series: AWARD_SERIES,
   setup(ctx) { awardsCache.attach(ctx.persistence); awardDetailCache.attach(ctx.persistence); },
   dispose() { awardsCache.reset(); awardDetailCache.reset(); },
   panes: [{ id: "awards", name: "Government Awards", icon: "A", component: AwardsPane, defaultPosition: "right", defaultMode: "floating",

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

@@ -16,6 +16,7 @@ import { publicTickerKey } from "../../../utils/exchanges";
 import { truncateToDisplayWidth } from "../../../utils/format";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
+import { useOpenDescription } from "../shared/open-description";
 import { Blurred, LockedOverlay, UpgradeLabel } from "../shared/locked-rows";
 import { isCloudSessionRequired, useResearchCloudSession } from "../shared/research-cloud-session";
 import { AwardDetail } from "./detail";
@@ -72,6 +73,7 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
   const accessKey = `${session.requestKey}:${access.hasProAccess ? "full" : "preview"}`;
   const openUpgrade = useCloudUpgradeAction("awards");
   const { createPaneFromTemplate } = usePluginAppActions();
+  const openDescription = useOpenDescription();
   const [initialTab] = usePaneSettingValue("tab", symbol ? "company" : "feed");
   const [savedTab, setTab] = usePluginPaneState<string>("awards:tab", initialTab);
   const tab = awardTab(savedTab);
@@ -157,7 +159,7 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
     ...(current ? [{ id: "source", key: "o", label: "pen source", onPress: () => void host.openExternal(current.sourceUrl) }] : []),
     ...(current && !openId ? [{ id: "evidence", key: "e", label: "vidence", onPress: () => setOpen(current.id) }] : []),
     ...(selectedEntity ? [
-      { id: "description", key: "d", label: "es", onPress: () => navigate("new-ticker-detail-pane") },
+      { id: "description", key: "d", label: "es", onPress: () => openDescription(selectedEntity.ticker, selectedEntity.exchange ?? undefined) },
       { id: "financials", key: "f", label: "a", onPress: () => navigate("financial-analysis-pane") },
       { id: "graph", key: "g", label: "raph", onPress: () => navigate("chart-composer-pane") },
       { id: "supply", key: "s", label: "plc", onPress: () => navigate("supply-chain-pane") },

package/src/plugins/builtin/awards/series.ts

@@ -0,0 +1,29 @@
+import type { SeriesDefinition } from "../../../series/types";
+import { fetchAwards } from "./client";
+
+/** The scope AWARDS calls "US federal contracts": one source, one currency and prime awards, so no total counts a contract twice. */
+const US_FEDERAL = { source: "usaspending", currency: "USD", awardType: "prime" } as const;
+
+/**
+ * A company's US federal contract obligations by month, as AWARDS charts its
+ * company history. Pro: the free preview is one shared view, not the
+ * company's history, so it fails with the pane's own words.
+ */
+export const AWARD_SERIES: readonly SeriesDefinition[] = [{
+  id: "awards:us-federal-obligations",
+  name: "US federal contract obligations",
+  unit: "USD",
+  frequency: "monthly",
+  group: "Alternative data",
+  tags: ["government awards", "contracts", "procurement", "defense", "obligations"],
+  description: "Obligated dollars on US federal prime contracts awarded to the company, by award month, as AWARDS charts them. Needs Pro.",
+  input: "ticker",
+  style: "columns",
+  load: async ({ ticker, signal }) => {
+    const data = await fetchAwards({ ticker: ticker!, ...US_FEDERAL, limit: 1 }, undefined, signal);
+    if (data.locked || data.access === "preview") throw new Error("Full award history requires Pro.");
+    const rows = data.history.filter((row) => row.source === US_FEDERAL.source && row.currency === US_FEDERAL.currency && row.awardType === US_FEDERAL.awardType);
+    if (!rows.length) throw new Error(`No US federal contracts awarded to ${ticker}.`);
+    return rows.map((row) => ({ date: `${row.month.slice(0, 7)}-01`, value: row.obligatedAmount === null ? null : Number(row.obligatedAmount) }));
+  },
+}];

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/bond-calculator/model.ts

@@ -1,3 +1,4 @@
+import { numberErrorMessage } from "../../../utils/decimal-comma";
 import { priceBond, solveBondYield, treasurySpread, type BondTerms, type TreasuryBenchmarkPoint } from "./math";
 
 export interface BondDraft {
@@ -20,7 +21,7 @@ export function defaultBondDraft(now = new Date()): BondDraft {
 }
 
 function inputNumber(value: string, label: string): number {
-  if (!value.trim() || !/^[+-]?(?:\d+(?:\.\d*)?|\.\d+)$/.test(value.trim())) throw new Error(`${label} must be a number`);
+  if (!value.trim() || !/^[+-]?(?:\d+(?:\.\d*)?|\.\d+)$/.test(value.trim())) throw new Error(numberErrorMessage(`${label} must be a number`, value));
   const number = Number(value);
   if (!Number.isFinite(number)) throw new Error(`${label} must be finite`);
   return number;

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);

package/src/plugins/builtin/broker-manager/sign-in-end.ts

@@ -0,0 +1,82 @@
+import { useCallback, useMemo, useSyncExternalStore } from "react";
+import { apiClient } from "../../../api-client";
+import { fetchSignedInBrokerConnection, type SignedInBrokerConnection } from "../../../brokers/signed-in/client";
+import { isSignedInBrokerProfile, signedInBrokerId } from "../../../brokers/signed-in/profile";
+import { tf } from "../../../i18n";
+import { useAsyncResource } from "../../../react/async-resource";
+import type { BrokerInstanceConfig } from "../../../types/config";
+import { formatDetailDate, formatShortDate } from "../../../utils/datetime-format";
+
+/**
+ * Some brokers end a sign-in on their own clock, however often it was
+ * refreshed, and Gloom flags it a day before. Only that case shows anything: a
+ * server that predates the flag, or a sign-in with no end in sight, adds nothing.
+ */
+export type SignInEnds = ReadonlyMap<string, number>;
+
+/** When the broker ends the sign-in, if Gloom says it is time to connect again. */
+export function signInEndOf(connection: Pick<SignedInBrokerConnection, "expiresAt" | "expiresSoon">): number | null {
+  if (connection.expiresSoon !== true || !connection.expiresAt) return null;
+  const endsAt = Date.parse(connection.expiresAt);
+  return Number.isFinite(endsAt) ? endsAt : null;
+}
+
+/** The profile row's status, in the place of "Connected": "Ends Oct 10". */
+export function signInEndStatus(endsAt: number, now = Date.now()): string {
+  const date = formatShortDate(endsAt, { year: false });
+  return endsAt > now ? tf("Ends {date}", { date }) : tf("Ended {date}", { date });
+}
+
+/** The profile detail's note: "Sign-in ends Oct 10, 2026 at 3:00 PM". */
+export function signInEndNote(endsAt: number, now = Date.now()): string {
+  const when = formatDetailDate(endsAt);
+  return endsAt > now ? tf("Sign-in ends {when}", { when }) : tf("Sign-in ended {when}", { when });
+}
+
+/**
+ * When each signed-in profile's sign-in ends, by instance id, for the profiles
+ * whose broker is about to end it. Read from Gloom when the pane opens and
+ * after a connect or sync; a failed read is the same as nothing to say.
+ */
+export function useSignInEnds(
+  instances: readonly BrokerInstanceConfig[],
+): { ends: SignInEnds; reload: () => void } {
+  const profiles = useMemo(
+    () => instances.flatMap((instance) => isSignedInBrokerProfile(instance) && instance.enabled !== false
+      ? [{ id: instance.id, broker: signedInBrokerId(instance) }]
+      : []),
+    [instances],
+  );
+  // One read per broker, however many profiles name it.
+  const brokers = useMemo(() => [...new Set(profiles.map((profile) => profile.broker).filter(Boolean))].sort(), [profiles]);
+  const brokerKey = brokers.join(",");
+  const signedIn = useSyncExternalStore(
+    (listener) => apiClient.subscribeCurrentUser(listener),
+    () => apiClient.isSignedIn(),
+    () => apiClient.isSignedIn(),
+  );
+  const loader = useMemo(() => brokerKey && signedIn
+    ? async () => {
+      const reads = await Promise.all(brokerKey.split(",").map(async (broker) => {
+        try {
+          return [broker, signInEndOf(await fetchSignedInBrokerConnection(broker))] as const;
+        } catch {
+          return [broker, null] as const;
+        }
+      }));
+      return new Map(reads);
+    }
+    : null, [brokerKey, signedIn]);
+  const { data, reload } = useAsyncResource(loader, { keepPreviousData: true });
+
+  const ends = useMemo<SignInEnds>(() => {
+    const byInstance = new Map<string, number>();
+    for (const profile of profiles) {
+      const endsAt = data?.get(profile.broker);
+      if (endsAt != null) byInstance.set(profile.id, endsAt);
+    }
+    return byInstance;
+  }, [data, profiles]);
+  const refresh = useCallback(() => { void reload(); }, [reload]);
+  return { ends, reload: refresh };
+}

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

@@ -4,6 +4,7 @@ import { colors } from "../../../theme/colors";
 import { formatRelativeAge } from "../../../utils/datetime-format";
 import type { BrokerDisplayState, BrokerProfileRow } from "./model";
 import { t } from "../../../i18n";
+import { signInEndStatus } from "./sign-in-end";
 
 type BrokerColumnId = "profile" | "status" | "broker" | "mode" | "accounts" | "updated";
 export type BrokerColumn = DataTableColumn & { id: BrokerColumnId };
@@ -45,6 +46,10 @@ export function renderBrokerCell(row: BrokerProfileRow, column: BrokerColumn): D
         attributes: TextAttributes.BOLD,
       };
     case "status":
+      // A sign-in the broker is about to end replaces "Connected" until it is renewed.
+      if (row.signInEndsAt !== null) {
+        return { text: signInEndStatus(row.signInEndsAt), color: colors.warning };
+      }
       return {
         text: row.stateLabel,
         color: stateColor(row.state),

package/src/plugins/builtin/builtin-plugin-meta.ts

@@ -2,8 +2,9 @@
 // the browser catalog (catalog-browser.ts). Keep this file import-free so the
 // browser catalog can read it without pulling in native-only modules.
 //
-// Market Overview and Macro ship fewer panes on the web, so each catalog gives
-// them its own description rather than advertising panes it lacks.
+// Screeners & Movers, Ownership & Insiders and Earnings ship fewer panes on
+// the web, so each catalog gives them their own description rather than
+// advertising panes they lack.
 
 export const applicationPluginMeta = {
   id: "application",
@@ -20,11 +21,44 @@ export const portfolioPluginMeta = {
   toggleable: true,
 };
 
-export const tickerResearchPluginMeta = {
-  id: "ticker-research",
+// Ticker Research's successors. Every module keeps the `ticker-research`
+// state namespace: these four declare it, Alt Data and Quant default to it,
+// and Credit & Bonds and Earnings compose theirs with an override.
+// `ticker-research` itself now stands for all eight in disabledPlugins (see
+// ownership.ts). The core keeps the name people know.
+
+export const tickerCorePluginMeta = {
+  id: "ticker-core",
+  stateId: "ticker-research",
   name: "Ticker Research",
   version: "1.0.0",
-  description: "Company research workspace: overview, charts, financials, filings, ownership, options, analyst research, and events.",
+  description: "Company overview, charts, financials, quotes and returns, analyst research and estimates, KPIs and segments, valuation, dividends, executives, and time and sales.",
+  toggleable: true,
+};
+
+export const optionsVolatilityPluginMeta = {
+  id: "options-volatility",
+  stateId: "ticker-research",
+  name: "Options & Volatility",
+  version: "1.0.0",
+  description: "Option chains and positioning, a pricing calculator, scenarios, the volatility surface, and realized and implied volatility history.",
+  toggleable: true,
+};
+
+export const ownershipPluginMeta = {
+  id: "ownership",
+  stateId: "ticker-research",
+  name: "Ownership & Insiders",
+  version: "1.0.0",
+  toggleable: true,
+};
+
+export const filingsPluginMeta = {
+  id: "filings",
+  stateId: "ticker-research",
+  name: "Filings & Events",
+  version: "1.0.0",
+  description: "SEC filings, risk factors, 8-K events, catalysts and litigation, and M&A and distress.",
   toggleable: true,
 };
 
@@ -36,16 +70,92 @@ export const newsPluginMeta = {
   toggleable: true,
 };
 
-export const marketOverviewPluginMeta = {
-  id: "market-overview",
-  name: "Market Overview",
+// Market Overview's successors. Its modules keep the `market-overview` state
+// namespace; Alt Data and Quant default to `ticker-research`, where their
+// Ticker Research modules keep theirs, and compose their Market Overview
+// modules with a `market-overview` override. `market-overview` itself
+// now stands for all six in disabledPlugins (see ownership.ts).
+
+export const globalMarketsPluginMeta = {
+  id: "global-markets",
+  stateId: "market-overview",
+  name: "Global Markets",
+  version: "1.0.0",
+  description: "World indices, the world map with chokepoint transits, sector and thematic performance, the FX matrix, and relative rotation.",
+  toggleable: true,
+};
+
+export const screenersPluginMeta = {
+  id: "screeners",
+  stateId: "market-overview",
+  name: "Screeners & Movers",
+  version: "1.0.0",
+  toggleable: true,
+};
+
+export const futuresCommoditiesPluginMeta = {
+  id: "futures-commodities",
+  stateId: "market-overview",
+  name: "Futures & Commodities",
+  version: "1.0.0",
+  description: "Futures board and curves, CFTC positioning, and EIA petroleum and gas storage.",
+  toggleable: true,
+};
+
+export const cryptoPluginMeta = {
+  id: "crypto",
+  stateId: "market-overview",
+  name: "Crypto & Perps",
+  version: "1.0.0",
+  description: "Top crypto assets by market cap, and perpetual funding, open interest and premiums.",
+  toggleable: true,
+};
+
+export const altDataPluginMeta = {
+  id: "alt-data",
+  stateId: "ticker-research",
+  name: "Supply Chain & Alt Data",
+  version: "1.0.0",
+  description: "Supply chains and exposure, government awards, hiring, apps and job postings, social mentions, research attention, GPU prices, and power queues.",
+  toggleable: true,
+};
+
+export const quantPluginMeta = {
+  id: "quant",
+  stateId: "ticker-research",
+  name: "Quant",
+  version: "1.0.0",
+  description: "Correlation matrix and relationship graphs, backtests, seasonality, and moves on macro release days.",
+  toggleable: true,
+};
+
+// Macro's successors keep its state namespace, so the pane state, settings and
+// caches saved while they were one plugin stay theirs; the Ticker Research
+// modules Credit & Bonds and Earnings hold keep `ticker-research`. `macro` itself now
+// stands for all three in disabledPlugins (see ownership.ts).
+
+export const ratesMacroPluginMeta = {
+  id: "rates-macro",
+  stateId: "macro",
+  name: "Rates & Macro",
+  version: "1.0.0",
+  description: "Economic calendar and statistics, consumer prices, yield curve, rate path, money markets, central bank rates, volatility, and market valuation.",
+  toggleable: true,
+};
+
+export const creditPluginMeta = {
+  id: "credit",
+  stateId: "macro",
+  name: "Credit & Bonds",
   version: "1.0.0",
+  description: "Single-name, index and sovereign CDS, credit spreads, Treasury auctions, a bond calculator, credit documents and covenants, and debt maturities.",
   toggleable: true,
 };
 
-export const macroPluginMeta = {
-  id: "macro",
-  name: "Macro",
+export const earningsPluginMeta = {
+  id: "earnings",
+  stateId: "macro",
+  name: "Earnings",
   version: "1.0.0",
   toggleable: true,
 };