gloomberb 0.16.3 → 0.16.5

package/src/plugins/builtin/portfolio-list/cli/watchlist-command.ts

@@ -2,25 +2,45 @@ import { saveConfig } from "../../../../data/config/store";
 import { withConfigData, withMarketData } from "../../../../cli/scoped-context";
 import { countCollectionTickers, findWatchlist } from "../../../../cli/helpers";
 import { slugifyName } from "../../../../utils/slugify";
-import { resolveTickerForCli } from "../../../../cli/ticker-resolution";
+import { resolveCliTicker } from "../../../../cli/ticker-resolution";
 import { takeOption } from "../../../../cli/commands/command-utils";
-import { EXCHANGE_OPTION, loadSavedListing, requireListingArg, savedListingName } from "../../../../cli/listing-arg";
+import { EXCHANGE_OPTION, ListingArgError, loadSavedListing, requireListingArg, savedListingName } from "../../../../cli/listing-arg";
 import {
   cliStyles,
   renderSection,
   renderStats,
   renderTable,
 } from "../../../../utils/cli-output";
+import type { AppConfig } from "../../../../types/config";
 import type { CliCommandContext, CliCommandDef } from "../../../../types/plugin";
+import type { Watchlist } from "../../../../types/ticker";
+import type { ConfigContext, MarketContext } from "../../../../cli/types";
 import {
   addTickerToWatchlist,
   deleteWatchlist as deleteWatchlistConfig,
   removeTickerFromWatchlist as removeWatchlistMembership,
 } from "../mutations";
 import { showCollection } from "./render";
-import { listingFields } from "./shared";
+import { listingFields, takeCollectionName } from "./shared";
+import { addSymbols, FILE_OPTION, printSymbolRows, removeSymbols, requireSymbolList, retryNotice, SYMBOL_LIST_HELP } from "./bulk-symbols";
 import { CLI_COMMAND_GROUPS } from "../../../../cli/help";
 
+const ADD_USAGE = "Usage: gloomberb watchlist add <watchlist> <symbols...> [--file <path>]";
+const REMOVE_USAGE = "Usage: gloomberb watchlist remove <watchlist> <symbols...> [--file <path>]";
+
+/** The watchlist the leading arguments name and the symbols after it; fails naming the watchlists there are. */
+function requireWatchlistArgs(config: AppConfig, args: readonly string[], usage: string, ctx: CliCommandContext): { watchlist: Watchlist; rest: string[] } {
+  if (args.length === 0) ctx.fail(usage);
+  const match = takeCollectionName(args, config.watchlists);
+  if (!match) {
+    ctx.fail(
+      `Watchlist "${args[0]}" was not found.`,
+      config.watchlists.length > 0 ? `Watchlists: ${config.watchlists.map((entry) => entry.name).join(", ")}` : undefined,
+    );
+  }
+  return { watchlist: match.collection, rest: match.rest };
+}
+
 async function createWatchlist(name: string, ctx: CliCommandContext) {
   await withConfigData(ctx, async ({ config }) => {
     const trimmedName = name.trim();
@@ -58,47 +78,83 @@ async function deleteWatchlist(name: string, ctx: CliCommandContext) {
   });
 }
 
-async function addTickerToWatchlistCommand(watchlistName: string, symbol: string, exchange: string | undefined, ctx: CliCommandContext) {
-  await withMarketData(ctx, async ({ config, store, dataProvider }) => {
-    const watchlist = findWatchlist(config, watchlistName);
-    if (!watchlist) ctx.fail(`Watchlist "${watchlistName}" was not found.`);
-
-    try {
-      const ticker = await resolveTickerForCli(symbol, store, dataProvider, exchange);
-      const result = addTickerToWatchlist(ticker, watchlist.id);
-      // Name the listing that was stored: SAN:EPA is not the SAN that a bare SAN means.
-      const saved = savedListingName(ticker);
-      const data = { changed: result.changed, ...listingFields(saved), watchlist: watchlist.name };
-      if (!result.changed) {
-        ctx.printResult({ data }, { text: () => cliStyles.warning(`${saved.label} is already in "${watchlist.name}".`) });
-        return;
-      }
-
-      await store.saveTicker(result.ticker);
-      ctx.printResult({ data }, { text: () => cliStyles.success(`Added ${saved.label} to "${watchlist.name}".`) });
-    } catch (error) {
-      ctx.fail(error instanceof Error ? error.message : `Failed to add ${symbol} to "${watchlist.name}".`);
+async function addTickerToWatchlistCommand(watchlist: Watchlist, symbol: string, exchange: string | undefined, ctx: CliCommandContext, { store, dataProvider }: MarketContext) {
+  try {
+    // A bare symbol is stored on the listing `quote` reads it as, and the notes say which.
+    const { ticker, notes } = await resolveCliTicker(symbol, store, dataProvider, exchange, {
+      retry: (key) => `gloomberb watchlist add ${watchlist.name} ${key}`,
+    });
+    const result = addTickerToWatchlist(ticker, watchlist.id);
+    // Name the listing that was stored: SAN:EPA is not the SAN that a bare SAN means.
+    const saved = savedListingName(ticker);
+    const data = { changed: result.changed, ...listingFields(saved), watchlist: watchlist.name };
+    const warnings = notes.length > 0 ? notes : undefined;
+    if (!result.changed) {
+      ctx.printResult({ data, warnings }, { text: () => cliStyles.warning(`${saved.label} is already in "${watchlist.name}".`) });
+      return;
     }
+
+    await store.saveTicker(result.ticker);
+    ctx.printResult({ data, warnings }, { text: () => cliStyles.success(`Added ${saved.label} to "${watchlist.name}".`) });
+  } catch (error) {
+    ctx.fail(
+      error instanceof Error ? error.message : `Failed to add ${symbol} to "${watchlist.name}".`,
+      error instanceof ListingArgError ? error.details : undefined,
+    );
+  }
+}
+
+async function addToWatchlistCommand(args: string[], file: string | undefined, exchange: string | undefined, ctx: CliCommandContext) {
+  await withMarketData(ctx, async (market) => {
+    const { watchlist, rest } = requireWatchlistArgs(market.config, args, ADD_USAGE, ctx);
+    const list = await requireSymbolList(ctx, rest, file, ADD_USAGE);
+    if (list.single) {
+      await addTickerToWatchlistCommand(watchlist, list.single, exchange, ctx, market);
+      return;
+    }
+    const rows = await addSymbols({
+      symbols: list.symbols,
+      exchange,
+      store: market.store,
+      dataProvider: market.dataProvider,
+      onRetry: retryNotice(ctx),
+      retry: (key) => `gloomberb watchlist add ${watchlist.name} ${key}`,
+      add: (ticker) => addTickerToWatchlist(ticker, watchlist.id),
+    });
+    printSymbolRows(ctx, rows, { verb: "add", collection: { kind: "watchlist", name: watchlist.name }, repeated: list.repeated });
   });
 }
 
-async function removeTickerFromWatchlist(watchlistName: string, symbol: string, exchange: string | undefined, ctx: CliCommandContext) {
+async function removeTickerFromWatchlist(watchlist: Watchlist, symbol: string, exchange: string | undefined, ctx: CliCommandContext, { store }: ConfigContext) {
   // SAN:EPA and SAN --exchange EPA name the stored listing, which a bare SAN may hold under another venue.
   const listing = await requireListingArg(symbol, exchange, ctx);
-  await withConfigData(ctx, async ({ config, store }) => {
-    const watchlist = findWatchlist(config, watchlistName);
-    if (!watchlist) ctx.fail(`Watchlist "${watchlistName}" was not found.`);
+  const ticker = await loadSavedListing(store, listing);
+  if (!ticker) ctx.fail(`Ticker "${listing.key}" was not found in your local data.`);
+  const saved = savedListingName(ticker);
+  const result = removeWatchlistMembership(ticker, watchlist.id);
+  if (!result.changed) ctx.fail(`${saved.key} is not in "${watchlist.name}".`);
 
-    const ticker = await loadSavedListing(store, listing);
-    if (!ticker) ctx.fail(`Ticker "${listing.key}" was not found in your local data.`);
-    const saved = savedListingName(ticker);
-    const result = removeWatchlistMembership(ticker, watchlist.id);
-    if (!result.changed) ctx.fail(`${saved.key} is not in "${watchlist.name}".`);
+  await store.saveTicker(result.ticker);
+  ctx.printResult({ data: { changed: true, ...listingFields(saved), watchlist: watchlist.name } }, {
+    text: () => cliStyles.success(`Removed ${saved.label} from "${watchlist.name}".`),
+  });
+}
 
-    await store.saveTicker(result.ticker);
-    ctx.printResult({ data: { changed: true, ...listingFields(saved), watchlist: watchlist.name } }, {
-      text: () => cliStyles.success(`Removed ${saved.label} from "${watchlist.name}".`),
+async function removeFromWatchlistCommand(args: string[], file: string | undefined, exchange: string | undefined, ctx: CliCommandContext) {
+  await withConfigData(ctx, async (context) => {
+    const { watchlist, rest } = requireWatchlistArgs(context.config, args, REMOVE_USAGE, ctx);
+    const list = await requireSymbolList(ctx, rest, file, REMOVE_USAGE);
+    if (list.single) {
+      await removeTickerFromWatchlist(watchlist, list.single, exchange, ctx, context);
+      return;
+    }
+    const rows = await removeSymbols({
+      symbols: list.symbols,
+      exchange,
+      store: context.store,
+      remove: (ticker) => removeWatchlistMembership(ticker, watchlist.id),
     });
+    printSymbolRows(ctx, rows, { verb: "remove", collection: { kind: "watchlist", name: watchlist.name }, repeated: list.repeated });
   });
 }
 
@@ -154,16 +210,28 @@ export const watchlistCliCommand: CliCommandDef = {
       "watchlist show <name>",
       "watchlist create <name>",
       "watchlist delete <name>",
-      "watchlist add <watchlist> <symbol>",
-      "watchlist remove <watchlist> <symbol>",
+      "watchlist add <watchlist> <symbols...> [--file <path>]",
+      "watchlist remove <watchlist> <symbols...> [--file <path>]",
     ],
-    options: [EXCHANGE_OPTION],
-    examples: ["watchlist show Growth", "watchlist create Growth", "watchlist add Growth NVDA", "watchlist add Growth SAN:EPA"],
+    options: [EXCHANGE_OPTION, FILE_OPTION],
+    examples: [
+      "watchlist show Growth",
+      "watchlist create Growth",
+      "watchlist add Growth NVDA",
+      "watchlist add Growth SAN:EPA",
+      "watchlist add Growth NVDA AMD,AVGO",
+      "watchlist add Growth --file holdings.csv",
+      "watchlist show Growth --csv",
+    ],
+    sections: [SYMBOL_LIST_HELP],
   },
   execute: async (rawArgs, ctx) => {
     const args = [...rawArgs];
     const exchange = takeOption(args, "--exchange");
+    const hasFile = args.some((arg) => arg === "--file" || arg.startsWith("--file="));
+    const file = hasFile ? takeOption(args, "--file") ?? "" : undefined;
     const action = args[0];
+    if (file != null && action !== "add" && action !== "remove") ctx.fail(`--file is an option of watchlist add and remove, not watchlist ${action ?? "list"}.`, ADD_USAGE);
 
     if (!action || action === "list") {
       await listWatchlists(ctx);
@@ -192,21 +260,26 @@ export const watchlistCliCommand: CliCommandDef = {
     }
 
     if (action === "add") {
-      const symbol = args.at(-1);
-      const name = args.slice(1, -1).join(" ");
-      if (!name || !symbol) ctx.fail("Usage: gloomberb watchlist add <watchlist> <ticker>");
-      await addTickerToWatchlistCommand(name!, symbol!, exchange, ctx);
+      await addToWatchlistCommand(args.slice(1), file, exchange, ctx);
       return;
     }
 
     if (action === "remove") {
-      const symbol = args.at(-1);
-      const name = args.slice(1, -1).join(" ");
-      if (!name || !symbol) ctx.fail("Usage: gloomberb watchlist remove <watchlist> <ticker>");
-      await removeTickerFromWatchlist(name!, symbol!, exchange, ctx);
+      await removeFromWatchlistCommand(args.slice(1), file, exchange, ctx);
       return;
     }
 
+    if (action === "import") {
+      // A list of symbols is what add reads; say how, with the user's own list and file.
+      const rest = args.slice(1);
+      const path = /\.\w+$/.test(rest.at(-1) ?? "") ? rest.at(-1)! : null;
+      const name = (path ? rest.slice(0, -1) : rest).join(" ") || "<watchlist>";
+      ctx.fail(
+        `watchlist has no import. To add the symbols in ${path ?? "a file"}, run: gloomberb watchlist add ${/\s/.test(name) ? `"${name}"` : name} --file ${path ?? "<path>"}`,
+        ADD_USAGE,
+      );
+    }
+
     await showCollection(args.join(" "), ctx);
   },
 };

package/src/plugins/builtin/portfolio-list/column-values.ts

@@ -49,7 +49,7 @@ import {
   portfolioPnlPercent,
   signedPositionDirection,
   type PortfolioPositionPnl,
-} from "./position-metrics";
+} from "../../../portfolio/position-metrics";
 import { isFiniteNumber } from "../../../utils/guards";
 import {
   allocationFigures,

package/src/plugins/builtin/portfolio-list/grid.tsx

@@ -17,7 +17,7 @@ import { createRowValueCache, type RowValueCache } from "../../../components/ui/
 import { objectVersion } from "../../../utils/object-version";
 import { columnContextVersion } from "./cell-version";
 import { getColumnValue, getSortValue, type ColumnContext } from "./metrics";
-import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay } from "./position-metrics";
+import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay } from "../../../portfolio/position-metrics";
 import { PORTFOLIO_ROW_MENU_KEYS } from "./row-actions";
 import { PORTFOLIO_REORDER_THROTTLE_MS } from "./use-throttled-ticker-order";
 import { useThrottledMemo } from "./use-throttled-memo";

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

@@ -9,12 +9,17 @@ import type {
 import type { TickerRecord } from "../../../types/ticker";
 import { formatNumber, formatPercentRaw } from "../../../utils/format";
 import {
+  collectionQuoteHeadline,
+  extendedQuoteFields,
+  extendedSessionsOf,
   findCollection,
+  listingLabel,
   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,
@@ -23,9 +28,10 @@ import {
   formatAllocationWeight,
   formatTradeUnits,
 } from "./allocation";
-import { currencyMinorDigits, formatMarketPrice, formatMarketQuantity } from "../../../market-data/market/format";
+import { currencyPriceMinDigits, formatMarketPrice, formatMarketQuantity } from "../../../market-data/market/format";
 import { resolvePortfolioTotalsCurrency } from "./summary/totals";
 import { quoteFreshnessFields } from "../shared/report-freshness";
+import { importedFromText } from "./imported-from";
 
 const DEFAULT_ROW_LIMIT = 50;
 const MAX_ROW_LIMIT = 200;
@@ -50,7 +56,7 @@ const tradeUnits = (value: unknown, row: HeadlessPaneRow) => (
 /** Money per unit at the currency's minor digits: $230.00, not 230. */
 const unitMoney = (currencyKey: string) => (value: unknown, row: HeadlessPaneRow) => (
   typeof value === "number"
-    ? formatMarketPrice(value, { assetCategory: textOf(row.assetCategory), minimumFractionDigits: Math.min(2, currencyMinorDigits(textOf(row[currencyKey]))) })
+    ? formatMarketPrice(value, { assetCategory: textOf(row.assetCategory), minimumFractionDigits: currencyPriceMinDigits(textOf(row[currencyKey])) })
     : formatNumber(undefined)
 );
 
@@ -61,6 +67,7 @@ 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 +86,26 @@ 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" },
@@ -88,6 +115,25 @@ const WATCHLIST_COLUMNS: HeadlessPaneColumn[] = [
   { key: "changePercent", header: "Chg", align: "right", format: percent },
 ];
 
+/**
+ * `columns` with the text report's Ticker column naming each listing as
+ * `portfolio show` does (SAN:EPA, SAN:NYSE), not by the key it is stored under,
+ * which leaves two listings of one symbol looking alike. `textFormat` is text
+ * only: JSON and CSV keep the stored key in `symbol`, and the rows stay keyed
+ * by it.
+ */
+function withListingLabels(columns: HeadlessPaneColumn[], tickers: readonly TickerRecord[]): HeadlessPaneColumn[] {
+  const labels = new Map(tickers.map((ticker) => [ticker.metadata.ticker, listingLabel(ticker)]));
+  return columns.map((column) => column.key !== "symbol" ? column : {
+    ...column,
+    textFormat: (value, row) => {
+      // The cash line is not a listing, even when a ticker is called CASH; its row carries no exchange.
+      if (typeof value !== "string" || !("exchange" in row)) return textOf(value) ?? formatNumber(undefined);
+      return labels.get(value) ?? value;
+    },
+  });
+}
+
 function finite(value: unknown): number | null {
   return typeof value === "number" && Number.isFinite(value) ? value : null;
 }
@@ -154,8 +200,9 @@ 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 +217,11 @@ 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,
@@ -206,7 +255,9 @@ async function portfolioHoldings(
   const broker = !!(target.portfolio.brokerId || target.portfolio.brokerInstanceId);
   const showTargets = allocation.targetSum != null;
   const targetNote = describeTargetSum(allocation.targetSum);
+  const imported = importedFromText(target.portfolio);
   const notices = [
+    ...(imported ? [imported] : []),
     ...(rows.length > limit
       ? [`${rows.length - limit} more position${rows.length - limit === 1 ? "" : "s"} not shown; totals include every position.`]
       : []),
@@ -216,7 +267,10 @@ 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: withListingLabels(
+      withExtendedColumns(showTargets ? [...POSITION_COLUMNS, ...TARGET_COLUMNS] : POSITION_COLUMNS, extendedSessions),
+      tickers,
+    ),
     rows: shown,
     complete: unavailable.length === 0,
     ...(unavailable.length
@@ -224,6 +278,7 @@ async function portfolioHoldings(
       : {}),
     metadata: {
       collection: { kind: "portfolio", id: target.id, name: target.name, broker },
+      ...(target.portfolio.importedFrom ? { importedFrom: target.portfolio.importedFrom } : {}),
       currency,
       positions: rows.length,
       totals: {
@@ -254,21 +309,27 @@ 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: withListingLabels(
+      withExtendedColumns(WATCHLIST_COLUMNS, extendedSessionsOf(shown.map((row) => row.extendedSession))),
+      tickers,
+    ),
     rows: shown,
     metadata: {
       collection: { kind: "watchlist", id: target.id, name: target.name },
@@ -288,7 +349,7 @@ 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/portfolio-list/imported-from.ts

@@ -0,0 +1,8 @@
+import type { Portfolio } from "../../../types/ticker";
+
+/** One line naming the filing an imported portfolio comes from, as `portfolio show`, `fn PF` and the import print it. */
+export function importedFromText(portfolio: Pick<Portfolio, "importedFrom">): string | null {
+  const source = portfolio.importedFrom;
+  if (!source) return null;
+  return `Weights from ${source.name}'s 13F for ${source.period}, filed ${source.filed}; not your holdings.`;
+}

package/src/plugins/builtin/portfolio-list/live-valuation.ts

@@ -1,5 +1,6 @@
 import type { AnalystResearchData, Fundamentals, Quote } from "../../../types/financials";
 import { hasLikelyQuoteUnitMismatch } from "../../../utils/currency-units";
+import { priceEarningsEps } from "../../../utils/fundamentals";
 import { selectMarketCapitalization, type MarketCapitalization } from "../../../utils/market-capitalization";
 import { priceEarningsOnEarnings, type PriceEarnings } from "../../../utils/price-earnings";
 
@@ -54,9 +55,12 @@ function repriceMultiple(
   return price / perShare;
 }
 
-/** Trailing P/E over the current price; not meaningful when the trailing EPS is zero or a loss. */
+/**
+ * Trailing P/E over the current price; not meaningful when the trailing EPS is zero or a loss. An EPS in another
+ * currency than the price is repriced at the rate the served P/E converted it at.
+ */
 export function liveTrailingPE(quote: Quote | null | undefined, fundamentals: Fundamentals | undefined): PriceEarnings | undefined {
-  return priceEarningsOnEarnings(repriceMultiple(fundamentals?.trailingPE, fundamentals?.eps, quote, fundamentals), fundamentals?.eps);
+  return priceEarningsOnEarnings(repriceMultiple(fundamentals?.trailingPE, priceEarningsEps(fundamentals), quote, fundamentals), fundamentals?.eps);
 }
 
 /** Forward P/E over the current price; not meaningful when the forward EPS behind it is zero or a loss. */

package/src/plugins/builtin/portfolio-list/pane/index.tsx

@@ -88,7 +88,7 @@ import { useThrottledTickerOrder } from "../use-throttled-ticker-order";
 import { useThrottledMemo } from "../use-throttled-memo";
 import { useColumnClock } from "../use-column-clock";
 import { liveMarketCapitalization } from "../live-valuation";
-import { hasUnknownOptionMultiplier } from "../position-metrics";
+import { hasUnknownOptionMultiplier } from "../../../../portfolio/position-metrics";
 import {
   allocationTotal,
   buildPortfolioAllocation,
@@ -126,6 +126,8 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
 
   const [streamWindow, setStreamWindow] = useState({ start: 0, end: 24 });
   const [quickAddFocused, setQuickAddFocused] = useState(false);
+  // Bumped by the empty table's "+ ticker" button to open the add row.
+  const [quickAddRequest, setQuickAddRequest] = useState(0);
 
   const {
     cursorSymbol,
@@ -612,6 +614,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     return null;
   }, [activeCollectionId, config, currentPortfolio]);
   const showQuickAdd = !!(activeCollectionId && activeCollectionEntry && quickAddCollectionKind);
+  const requestQuickAdd = useCallback(() => setQuickAddRequest((count) => count + 1), []);
   const quickAddHeight = showQuickAdd ? 1 : 0;
   const selectedFinancials = cursorSymbol ? financialsMap.get(cursorSymbol) : undefined;
   const selectedCap = liveMarketCapitalization(selectedFinancials?.quote, selectedFinancials?.fundamentals);
@@ -636,6 +639,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
       width={width}
       onAdded={handleTickerAdded}
       onFocusChange={setQuickAddFocused}
+      focusRequest={quickAddRequest}
     />
   ) : null;
 
@@ -674,6 +678,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
           visibleRangeBuffer={3}
           resetScrollKey={activeCollectionId}
           onRowActivate={handleRowActivate}
+          onAddTicker={showQuickAdd ? requestQuickAdd : undefined}
           rootHeight={contentHeight}
         />
       ) : (

package/src/plugins/builtin/portfolio-list/quick-add/index.tsx

@@ -30,6 +30,8 @@ import {
 } from "./resolution";
 
 const QUICK_ADD_DEBOUNCE_MS = 300;
+/** The pane key that opens the add row, as its footer hint shows it. */
+export const QUICK_ADD_KEY = "a";
 
 export type { QuickAddCollectionKind } from "./resolution";
 
@@ -101,6 +103,7 @@ export function QuickAddTickerInput({
   width,
   onAdded,
   onFocusChange,
+  focusRequest = 0,
 }: {
   collectionId: string;
   collectionKind: QuickAddCollectionKind;
@@ -109,6 +112,12 @@ export function QuickAddTickerInput({
   width: number;
   onAdded: (symbol: string) => void;
   onFocusChange?: (focused: boolean) => void;
+  /**
+   * Bumped by a control outside the row, such as the empty table's
+   * "+ ticker" button, to open it. A click there focuses the pane in the same
+   * press, so the row opens once the pane is focused.
+   */
+  focusRequest?: number;
 }) {
   const dispatch = useAppDispatch();
   const { notify } = usePluginAppActions();
@@ -132,6 +141,13 @@ export function QuickAddTickerInput({
     setInputFocused(false);
   }, []);
 
+  const handledFocusRequestRef = useRef(focusRequest);
+  useEffect(() => {
+    if (focusRequest === handledFocusRequestRef.current || !focused) return;
+    handledFocusRequestRef.current = focusRequest;
+    focusInput();
+  }, [focusInput, focusRequest, focused]);
+
   const resetInput = useCallback(() => {
     setInputValue("");
     setValidation(IDLE_VALIDATION);
@@ -350,7 +366,7 @@ export function QuickAddTickerInput({
 
   // The row shows only its placeholder, so the footer says which key reaches it.
   usePaneFooter("portfolio-list:quick-add", () => ({
-    hints: inputFocused ? [] : [{ id: "add", key: "a", label: "dd", onPress: focusInput }],
+    hints: inputFocused ? [] : [{ id: "add", key: QUICK_ADD_KEY, label: "dd", onPress: focusInput }],
   }), [focusInput, inputFocused]);
 
   return (

package/src/plugins/builtin/portfolio-list/summary/totals.ts

@@ -14,7 +14,7 @@ import {
   resolvePortfolioPositionPnl,
   portfolioPnlPercent,
   type PortfolioPositionPnl,
-} from "../position-metrics";
+} from "../../../../portfolio/position-metrics";
 
 /** A position lot valued from a current quote, in the totals currency. */
 interface PricedPortfolioLot {

package/src/plugins/builtin/portfolio-list/table.tsx

@@ -1,4 +1,5 @@
 import { useCallback, useMemo, useRef } from "react";
+import { QUICK_ADD_KEY } from "./quick-add";
 import {
   TickerListTableView,
   type DataTableKeyEvent,
@@ -15,7 +16,7 @@ import type { TickerRecord } from "../../../types/ticker";
 import { objectVersion } from "../../../utils/object-version";
 import { columnContextVersion } from "./cell-version";
 import { getColumnValue, type ColumnContext } from "./metrics";
-import { portfolioPnlLabel } from "./position-metrics";
+import { portfolioPnlLabel } from "../../../portfolio/position-metrics";
 import { PORTFOLIO_ROW_MENU_KEYS } from "./row-actions";
 
 export type { QuoteFlashDirection };
@@ -98,6 +99,7 @@ export function PortfolioTickerTable({
   visibleRangeBuffer,
   resetScrollKey,
   onRowActivate,
+  onAddTicker,
   rootHeight,
 }: {
   columns: ColumnConfig[];
@@ -117,6 +119,8 @@ export function PortfolioTickerTable({
   visibleRangeBuffer?: number;
   resetScrollKey?: unknown;
   onRowActivate?: (ticker: TickerRecord) => void;
+  /** Opens the add row; the empty table offers it as a button. */
+  onAddTicker?: () => void;
   rootHeight?: number;
 }) {
   const cellCacheRef = useRef(createRowValueCache<string, ReturnType<typeof getColumnValue>>(5000));
@@ -175,6 +179,8 @@ export function PortfolioTickerTable({
       resetScrollKey={resetScrollKey}
       onRowActivate={onRowActivate}
       rowMenuAccelerators={PORTFOLIO_ROW_MENU_KEYS}
+      onAddTicker={onAddTicker}
+      addTickerShortcut={onAddTicker ? QUICK_ADD_KEY : undefined}
       rootHeight={rootHeight}
     />
   );

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

@@ -2,6 +2,8 @@ import { apiClient } from "../../../api-client";
 import type { PowerBoard, PowerDetail, PowerFilter, PowerHistory, PowerProject } from "../../../api-client/power";
 import { createPluginCache } from "../../../data/plugin-cache";
 import { loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
+import { powerTickerScopes, type PowerTab, type PowerTickerScope } from "./model";
+import { powerQuery } from "./query";
 
 const cacheOptions = { source: "gloom-cloud", schemaVersion: 1, policy: { staleMs: 60 * 60_000, expireMs: 30 * 86_400_000 } };
 export const powerBoardCache = createPluginCache<PowerBoard>({ ...cacheOptions, kind: "power-board" });
@@ -88,6 +90,20 @@ export async function fetchAllPowerHistory(filter: PowerFilter, client: Pick<Pow
   }
   return { ...first, points, hasMore: false, nextOffset: null };
 }
+/**
+ * How many records name a ticker on each other tab, for a tab that has none:
+ * one single-row page per scope, read for its total, which a free preview
+ * reports in full. A scope that fails to answer has no total rather than
+ * failing the tab it explains.
+ */
+export async function fetchPowerTickerScopes(symbol: string, tab: PowerTab, context: string,
+  client: Pick<PowerApi, "getCloudPowerBoard"> = apiClient, signal?: AbortSignal): Promise<PowerTickerScope[]> {
+  return Promise.all(powerTickerScopes(tab, context).map((scope) => {
+    const count = () => fetchPowerBoard({ ...powerQuery({ tab: scope.tab, context: scope.context }, symbol), limit: 1 }, client, signal).then((board) => board.total);
+    // One retry: a count is cheap, and the first of several at once is the one most often refused.
+    return count().catch(() => count()).then((total) => ({ ...scope, total }), () => ({ ...scope, total: null }));
+  }));
+}
 const key = (query: unknown, scope: string) => `${scope}:${JSON.stringify(query)}`;
 export const loadPowerBoard = (filter: PowerFilter, scope: string, force = false, signal?: AbortSignal) =>
   loadCloudResource(powerBoardCache, key(filter, scope), () => fetchPowerBoard(filter, apiClient, signal), { force, validate: validatePowerBoard });