gloomberb 0.16.4 → 0.16.6

package/src/plugins/builtin/plugin-marketplace/pane.tsx

@@ -23,11 +23,13 @@ import {
 } from "../../../components";
 import { loadingErrorFooterInfo } from "../../../components/data-table/table-pane";
 import { colors } from "../../../theme/colors";
+import { t, tf } from "../../../i18n";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, TextAttributes, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
 import { useDialog, type PromptContext } from "../../../ui/dialog";
 import { isPlainKeyboardEvent } from "../../../utils/keyboard";
 import { formatRelativeAge } from "../../../utils/datetime-format";
+import { displayWidth } from "../../../utils/format";
 import { requiredGloomberb } from "../../../utils/semver";
 import { VERSION } from "../../../version";
 import { getCurrentPluginTarget, runsExternalPlugins } from "../../current-target";
@@ -36,7 +38,7 @@ import { useAppSelector } from "../../../state/app/context";
 import { BUILTIN_EDITORIAL } from "../../builtin-editorial";
 import { usePluginAppActions, usePluginPaneState } from "../../runtime";
 import { DEBUG_LOG_TEMPLATE_ID } from "../debug/template";
-import { loadRegistry, registryPluginUrl } from "./feed";
+import { loadRegistry, registryPluginUrl } from "../../marketplace/feed";
 import { highlightedCodes, pluginFunctions, proFunctionCount, type PluginFunction } from "../../plugin-functions";
 import {
   matchingPack,
@@ -46,7 +48,7 @@ import {
   STARTER_PACKS,
   type PackChange,
   type StarterPack,
-} from "./packs";
+} from "../../marketplace/packs";
 import {
   buildRows,
   collectCategories,
@@ -67,11 +69,11 @@ import {
   type MarketplaceRow,
   type MarketplaceStatusKind,
   type RegistryPlugin,
-} from "./model";
-import { activateInstall, activateInstalledPlugin } from "./activation";
-import { getMarketplaceHost, getPluginManager, type MarketplaceHost } from "./store";
+} from "../../marketplace/model";
+import { activateInstall, activateInstalledPlugin } from "../../marketplace/activation";
+import { getMarketplaceHost, getPluginManager, type MarketplaceHost } from "../../marketplace/store";
 
-import { PLUGIN_MARKETPLACE_PANE_ID } from "./ids";
+import { PLUGIN_MARKETPLACE_PANE_ID } from "../../marketplace/ids";
 
 type Column = DataTableColumn & { id: "name" | "tagline" | "panes" | "functions" | "pro" | "status" };
 
@@ -158,12 +160,6 @@ function rowKey(row: MarketplaceRow): string {
 
 const isEntryRow = (row: MarketplaceRow) => row.type === "entry";
 
-function renderRowSectionHeader(row: MarketplaceRow) {
-  return row.type === "header"
-    ? { text: `${SECTION_LABELS[row.section]} (${row.count})` }
-    : null;
-}
-
 function renderCell(
   row: MarketplaceRow,
   column: Column,
@@ -356,31 +352,38 @@ function BuiltinDetail({ entry, width, facts, scrollRef }: {
   );
 }
 
-/** The strip's labels; the full names are in the menu, the confirmation and the toast. */
-const PACK_SHORT_LABELS: Record<string, string> = {
-  everything: "Everything",
-  "equity-research": "Equity",
-  "options-desk": "Options",
-  "macro-rates": "Macro",
-  "credit-bonds": "Credit",
-  "alt-data-quant": "Alt data",
-};
-/** The strip's value when the plugins on match no pack. */
-const CUSTOM_PACK = "custom";
+/**
+ * What the research heading says the plugins on are: the pack they match, or
+ * a custom set once someone switched one by hand.
+ */
+function packStateLabel(pack: StarterPack | null): string {
+  return pack ? tf("{name} pack", { name: pack.name }) : t("Custom set");
+}
+
+/** What choosing a pack would switch from here, for its row in the chooser. */
+function packChangeSummary(change: PackChange): string {
+  if (change.turnOff.length === 0 && change.turnOn.length === 0) return t("current");
+  return [
+    ...(change.turnOn.length > 0 ? [tf("{count} on", { count: change.turnOn.length })] : []),
+    ...(change.turnOff.length > 0 ? [tf("{count} off", { count: change.turnOff.length })] : []),
+  ].join(", ");
+}
 
-/** One line per kind of change, with the plugins it names. */
-function PackChangeBody({ change, name, width }: { change: PackChange; name: (id: string) => string; width: number }) {
+/** One line per kind of change, with the plugins it names; as wide as the dialog it sits in. */
+function PackChangeBody({ change, name }: { change: PackChange; name: (id: string) => string }) {
   const lines = [
-    { label: "Turn off", ids: change.turnOff },
-    { label: "Turn on", ids: change.turnOn },
-    { label: "Keep", ids: change.keep },
-  ].filter((line) => line.ids.length > 0);
+    { label: t("Turn off"), ids: change.turnOff },
+    { label: t("Turn on"), ids: change.turnOn },
+    { label: t("Keep"), ids: change.keep },
+  ].filter((line) => line.ids.length > 0).map((line) => ({ ...line, heading: `${line.label} ${line.ids.length}` }));
+  // Wide enough for the longest heading in any language, plus a gap.
+  const headingWidth = Math.max(12, ...lines.map((line) => displayWidth(line.heading) + 2));
   return (
-    <Box flexDirection="column" width={width} gap={1}>
+    <Box flexDirection="column" width="100%" gap={1}>
       {lines.map((line) => (
-        <Box key={line.label} flexDirection="row" width={width}>
-          <Box width={12} flexShrink={0}>
-            <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{`${line.label} ${line.ids.length}`}</Text>
+        <Box key={line.label} flexDirection="row" width="100%">
+          <Box width={headingWidth} flexShrink={0}>
+            <Text fg={colors.textBright} attributes={TextAttributes.BOLD}>{line.heading}</Text>
           </Box>
           <Box flexGrow={1} flexShrink={1} minWidth={0}>
             <Text fg={colors.text} wrapText>{line.ids.map(name).join(", ")}</Text>
@@ -388,7 +391,7 @@ function PackChangeBody({ change, name, width }: { change: PackChange; name: (id
         </Box>
       ))}
       {change.turnOff.length > 0 ? (
-        <Text fg={colors.textDim} wrapText>Panes are hidden, not closed. Undo brings them back.</Text>
+        <Text fg={colors.textDim} wrapText>{t("Panes are hidden, not closed. Undo brings them back.")}</Text>
       ) : null}
     </Box>
   );
@@ -678,13 +681,13 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
     const change = packChange(previous, pack);
     const toggles = packToggles(change);
     if (Object.keys(toggles).length === 0) {
-      notify({ body: `${pack.name} is already what you have on.`, type: "info" });
+      notify({ body: tf("{name} is already what you have on.", { name: pack.name }), type: "info" });
       return;
     }
     const confirmed = await confirmDialog(dialog, {
-      title: `Switch to ${pack.name}?`,
-      body: <PackChangeBody change={change} name={pluginName} width={confirmWidth} />,
-      confirmLabel: "Switch",
+      title: tf("Apply {name}?", { name: pack.name }),
+      body: <PackChangeBody change={change} name={pluginName} />,
+      confirmLabel: "Apply",
       confirmVariant: "primary",
       width: confirmWidth,
     });
@@ -692,16 +695,16 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
     host.setPluginsEnabled(toggles);
     bump();
     const parts = [
-      ...(change.turnOff.length > 0 ? [`${change.turnOff.length} off`] : []),
-      ...(change.turnOn.length > 0 ? [`${change.turnOn.length} back on`] : []),
+      ...(change.turnOff.length > 0 ? [tf("{count} off", { count: change.turnOff.length })] : []),
+      ...(change.turnOn.length > 0 ? [tf("{count} back on", { count: change.turnOn.length })] : []),
     ];
     notify({
-      body: `${pack.name}: ${parts.join(", ")}.`,
+      body: tf("{name} applied: {changes}.", { name: pack.name, changes: parts.join(", ") }),
       type: "success",
       // Long enough to reach for Undo after looking at the list.
       duration: 12_000,
       action: {
-        label: "Undo",
+        label: t("Undo"),
         onClick: () => {
           host.setPluginsEnabled(restoreToggles(previous));
           bump();
@@ -710,21 +713,44 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
     });
   }, [bump, confirmWidth, dialog, disabledPlugins, host, notify, pluginName]);
 
+  /**
+   * The packs as templates to apply: each with its tagline and what it would
+   * switch from the plugins on now. Picking one goes to the confirmation that
+   * names those plugins.
+   */
   const choosePack = useCallback(async () => {
+    if (!host) return;
     const id = await dialog.prompt<string>({
       closeOnClickOutside: true,
       content: (context: PromptContext<string>) => (
         <ChoiceDialog
           {...context}
-          title="Starter packs"
+          title="Apply a starter pack"
           selectedChoiceId={currentPack?.id}
-          choices={STARTER_PACKS.map((pack) => ({ id: pack.id, label: pack.name, description: pack.tagline }))}
+          choices={STARTER_PACKS.map((pack) => ({
+            id: pack.id,
+            label: pack.name,
+            description: pack.tagline,
+            detail: packChangeSummary(packChange(disabledPlugins, pack)),
+          }))}
         />
       ),
     }).catch(() => null);
     const pack = STARTER_PACKS.find((candidate) => candidate.id === id);
     if (pack) await applyPack(pack);
-  }, [applyPack, currentPack, dialog]);
+  }, [applyPack, currentPack, dialog, disabledPlugins, host]);
+
+  // The pack reaches exactly the research section, so its heading says which
+  // one the plugins on match and applies another.
+  const renderSectionHeader = useCallback((row: MarketplaceRow) => {
+    if (row.type !== "header") return null;
+    const text = `${SECTION_LABELS[row.section]} (${row.count})`;
+    if (row.section !== "research" || !host) return { text };
+    return {
+      text,
+      action: { label: packStateLabel(currentPack), title: t("Apply a starter pack"), onPress: () => { void choosePack(); } },
+    };
+  }, [choosePack, currentPack, host]);
 
   const setupSelected = useCallback(() => {
     if (!selected || !selected.installed || !selected.hasSetup || !selected.enabled) return;
@@ -826,7 +852,7 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
   if (canOpen) hints.push({ id: "open-pane", key: "p", label: "ane", onPress: openSelected });
   if (canLog) hints.push({ id: "log", key: "d", label: "ebug log", onPress: openLog });
   if (canRemove) hints.push({ id: "remove", key: "x", label: " remove", onPress: () => { void removeSelected(); } });
-  if (host) hints.push({ id: "packs", key: "a", label: " packs", title: "Starter packs", onPress: () => { void choosePack(); } });
+  if (host) hints.push({ id: "packs", key: "a", label: "pply pack", title: "Apply a starter pack", onPress: () => { void choosePack(); } });
   // A built-in has no repository; its page on gloom.sh shows it at work.
   const seeItUrl = selected?.bundled ? registryPluginUrl(selected.id) : null;
   if (seeItUrl) hints.push({ id: "see-it", key: "o", label: " see it", title: "See it on gloom.sh", onPress: () => openUrl(seeItUrl) });
@@ -845,10 +871,6 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
     status: Math.min(14, Math.max(7, ...visible.map((entry) => statusOf(entry).text.length))),
   }), [factsFor, visible]);
   const columns = useMemo(() => buildColumns(width, fit), [fit, width]);
-  const packOptions = useMemo(() => [
-    ...STARTER_PACKS.map((pack) => ({ value: pack.id, label: pack.name, short: PACK_SHORT_LABELS[pack.id], description: pack.tagline })),
-    ...(currentPack ? [] : [{ value: CUSTOM_PACK, label: "Custom", description: "Your own set of plugins.", disabled: true }]),
-  ], [currentPack]);
   // The pick is saved with the pane, so keep it listed (and resettable) even
   // when the catalog no longer has plugins in it.
   const categoryOptions = useMemo(
@@ -899,21 +921,6 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
           : null}
         detailTitle={selected?.name}
         rootBefore={(
-          <Box flexDirection="column" flexShrink={0}>
-          <QueryBar
-            width={width}
-            filters={[{
-              id: "pack",
-              label: "Starter pack",
-              inline: true,
-              value: currentPack?.id ?? CUSTOM_PACK,
-              options: packOptions,
-              onChange: (value: string) => {
-                const pack = STARTER_PACKS.find((candidate) => candidate.id === value);
-                if (pack) void applyPack(pack);
-              },
-            }]}
-          />
           <QueryBar
             width={width}
             search={{
@@ -935,7 +942,6 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
               { kind: "toggle" as const, id: "builtin", label: "Built in", value: showBuiltin, defaultValue: true, onChange: setShowBuiltin },
             ]}
           />
-          </Box>
         )}
         selection={{
           kind: "id",
@@ -958,7 +964,7 @@ export function PluginMarketplacePane({ focused, width, height }: PaneProps) {
         getItemKey={rowKey}
         sortColumnId={null}
         sortDirection="asc"
-        renderSectionHeader={renderRowSectionHeader}
+        renderSectionHeader={renderSectionHeader}
         renderCell={renderRow}
         emptyContent={<Box width="100%" paddingX={1} paddingY={1}>{emptyState}</Box>}
         emptyStateTitle={status === "error" ? "Plugin catalog unavailable." : query || category ? "No plugins match." : "Nothing installed yet."}

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

@@ -46,6 +46,7 @@ const HANDLED_MODULE_KEYS = [
   "panes",
   "paneTemplates",
   "capabilities",
+  "series",
   "slots",
 ] as const satisfies readonly (keyof PluginModule)[];
 
@@ -140,6 +141,7 @@ export function composeBuiltinPlugin(options: CompositePluginOptions): GloomPlug
   const panes = modules.flatMap((module) => module.panes ?? []);
   const paneTemplates = modules.flatMap((module) => module.paneTemplates ?? []);
   const capabilities = modules.flatMap((module) => module.capabilities ?? []);
+  const series = modules.flatMap((module) => module.series ?? []);
   const slots = composeSlots(modules);
   let startedModules: PluginModule[] = [];
 
@@ -149,6 +151,7 @@ export function composeBuiltinPlugin(options: CompositePluginOptions): GloomPlug
     ...(panes.length > 0 ? { panes } : {}),
     ...(paneTemplates.length > 0 ? { paneTemplates } : {}),
     ...(capabilities.length > 0 ? { capabilities } : {}),
+    ...(series.length > 0 ? { series } : {}),
     ...(slots ? { slots } : {}),
 
     async setup(ctx: GloomPluginContext) {

package/src/plugins/builtin/portfolio-list/account-metrics.ts

@@ -1,7 +1,7 @@
 import type { BrokerAccount } from "../../../types/trading";
 import { isTimestampStaleForExchangeSession } from "../../../market-data/market/freshness";
 import type { PortfolioSummaryTotals } from "./metrics";
-import { portfolioPnlPercent } from "./position-metrics";
+import { portfolioPnlPercent } from "../../../portfolio/position-metrics";
 import { isFiniteNumber } from "../../../utils/guards";
 
 export interface PortfolioAccountMetrics {

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

@@ -211,9 +211,10 @@ export function formatAllocationDrift(value: number | null | undefined): string
 }
 
 /**
- * Units to trade, signed. A holding kept in whole units trades in whole units,
- * rounded to the nearest; fractional holdings and coins keep four decimals
- * (eight for coins).
+ * Units to trade, signed, at display precision: a holding kept in whole units
+ * trades in whole units, rounded to the nearest; a fractional holding to at
+ * most two decimals and a coin to at most four, trailing zeros dropped. JSON,
+ * CSV and the pane's cell value keep the full-precision figure.
  */
 export function formatTradeUnits(
   value: number | null | undefined,
@@ -222,7 +223,7 @@ export function formatTradeUnits(
   if (!finite(value)) return "—";
   const kind = resolveAssetDisplayKind({ assetCategory });
   const whole = kind !== "crypto" && kind !== "cash" && Number.isInteger(units);
-  const decimals = whole ? 0 : kind === "crypto" ? 8 : 4;
+  const decimals = whole ? 0 : kind === "crypto" ? 4 : 2;
   const rounded = Number(value.toFixed(decimals));
   if (rounded === 0) return "0";
   const body = new Intl.NumberFormat("en-US", { maximumFractionDigits: decimals }).format(Math.abs(rounded));

package/src/plugins/builtin/portfolio-list/cell-version.ts

@@ -20,8 +20,13 @@ const FX_COLUMN_IDS = new Set([
 ]);
 /** Columns that divide by the portfolio's total. */
 const ALLOCATION_COLUMN_IDS = new Set(["weight", "drift", "trade", "trade_value"]);
+/** Columns read at the price the pane values at: the latest print or the regular close. */
+const VALUATION_COLUMN_IDS = new Set([
+  "mkt_value", "weight", "drift", "trade", "trade_value", "day_pnl", "pnl", "pnl_pct", "as_of",
+]);
 const SUPPLEMENTAL_COLUMN_IDS = new Set(["target", "target_pct", "rating", "ex_div", "next_earn"]);
-const DAY_CLOCK_COLUMN_IDS = new Set(["held", "ex_div", "next_earn"]);
+const DAY_CLOCK_COLUMN_IDS = new Set(["held", "ex_div", "next_earn", "as_of"]);
+export const PERPETUAL_COLUMN_IDS: ReadonlySet<string> = new Set(["perp_premium", "perp_funding"]);
 
 const exchangeRateVersions = new WeakMap<ReadonlyMap<string, number>, string>();
 
@@ -53,8 +58,10 @@ export function columnContextVersion(columnId: string, ctx: ColumnContext): stri
   let version = `${ctx.activeTab ?? ""}|${ctx.baseCurrency}`;
   if (FX_COLUMN_IDS.has(columnId)) version += `|${exchangeRatesVersion(ctx.exchangeRates)}`;
   if (ALLOCATION_COLUMN_IDS.has(columnId)) version += `|${ctx.portfolioTotalMarketValue ?? 0}`;
+  if (VALUATION_COLUMN_IDS.has(columnId)) version += `|${ctx.valuationBasis ?? "latest-print"}`;
   if (ALLOCATION_COLUMN_IDS.has(columnId) || columnId === "target_weight") version += `|${targetsVersion(ctx.portfolioTargets)}`;
   if (SUPPLEMENTAL_COLUMN_IDS.has(columnId)) version += `|${ctx.supplementalVersion ?? 0}`;
+  if (PERPETUAL_COLUMN_IDS.has(columnId)) version += `|${ctx.perpetualsVersion ?? 0}`;
   if (columnId === "latency") version += `|${ctx.now}`;
   if (DAY_CLOCK_COLUMN_IDS.has(columnId)) version += `|${Math.floor(ctx.now / DAY_MS)}`;
   return version;

package/src/plugins/builtin/portfolio-list/cli/bulk-symbols.ts

@@ -0,0 +1,161 @@
+import type { CliCommandContext } from "../../../../types/plugin";
+import type { TickerRecord } from "../../../../types/ticker";
+import { loadSavedListing, parseListingArg } from "../../../../cli/listing-arg";
+import { StagedTickerRepository } from "../../../../cli/staged-tickers";
+import { splitSymbolArgs, symbolInputKey } from "../../../../cli/symbol-args";
+import { readSymbolList, SymbolListError } from "../../../../cli/symbol-list";
+import { cliStyles } from "../../../../utils/cli-output";
+import {
+  addSymbols,
+  failedRow,
+  listingRow,
+  NO_MATCH,
+  reason,
+  settled,
+  summarizeSymbolRows,
+  type BulkSymbolsOptions,
+  type SymbolRow,
+  type SymbolStatus,
+  type Verb,
+} from "../../../../cli/symbol-rows";
+
+export { addSymbols };
+
+/** The `--file` option of add and remove. */
+export const FILE_OPTION = {
+  flags: "--file <path>",
+  description: "add, remove: read the symbols from a CSV or text file (- reads standard input)",
+};
+
+/** The help section on giving add and remove several symbols. */
+export const SYMBOL_LIST_HELP = {
+  title: "Several symbols",
+  lines: [
+    "add and remove take any number of symbols split by spaces, commas or newlines, a --file, or piped input (or -). A CSV is read from its Symbol, Ticker or Code column, else its first. Quote a list name with spaces.",
+    "Each symbol gets a line, then a summary. Exit status 0 when at least one symbol was added (or removed) or already was, 1 when none resolved or the usage is wrong.",
+  ],
+};
+
+/** A row's line, and under it the coin hint when a bare coin ticker was read as something else. */
+function rowLines(row: SymbolRow, verb: Verb): string {
+  const line = rowLine(row, verb);
+  return row.hint ? `${line}\n  ${cliStyles.warning(row.hint)}` : line;
+}
+
+function rowLine(row: SymbolRow, verb: Verb): string {
+  const typed = symbolInputKey(row.input);
+  const label = row.listing ? (row.name ? `${row.listing} (${row.name})` : row.listing) : typed;
+  // A listing that stopped trading is still added, and says so.
+  const aside = row.message && row.listing ? cliStyles.muted(` (${reason(row.message, label)})`) : "";
+  switch (row.status) {
+    case "added": return `${cliStyles.success(`Added ${label}`)}${aside}`;
+    case "already_listed": return `${cliStyles.warning(`Already in the list: ${label}`)}${aside}`;
+    case "removed": return cliStyles.success(`Removed ${label}`);
+    case "not_listed": return cliStyles.warning(`Not in the list: ${label}`);
+    case "not_found": return cliStyles.danger(`Not found: ${typed}${row.message && !NO_MATCH.test(row.message) ? ` (${reason(row.message, typed)})` : ""}`);
+    case "failed": return cliStyles.danger(`Not ${verb === "add" ? "added" : "removed"}: ${typed} (${reason(row.message ?? "", typed)})`);
+  }
+}
+
+interface CollectionRef {
+  kind: "watchlist" | "portfolio";
+  name: string;
+}
+
+/**
+ * One line per symbol and the summary under them; `--json` and `--csv` give
+ * the rows, with the summary in the JSON metadata and on standard error beside
+ * CSV. The command exits non-zero when no symbol ended up as asked.
+ */
+export function printSymbolRows(
+  ctx: CliCommandContext,
+  rows: SymbolRow[],
+  { verb, collection, repeated }: { verb: Verb; collection: CollectionRef; repeated: number },
+): void {
+  const summary = `${collection.kind === "watchlist" ? "Watchlist" : "Portfolio"} "${collection.name}": ${summarizeSymbolRows(rows, verb, repeated)}`;
+  const count = (status: SymbolStatus) => rows.filter((row) => row.status === status).length;
+  const counts = verb === "add"
+    ? { added: count("added"), alreadyListed: count("already_listed"), notFound: count("not_found"), notAdded: count("failed") }
+    : { removed: count("removed"), notListed: count("not_listed"), notFound: count("not_found"), notRemoved: count("failed") };
+  ctx.printResult({
+    data: rows,
+    metadata: { [collection.kind]: collection.name, ...counts, repeated, summary },
+  }, {
+    text: () => [...rows.map((row) => rowLines(row, verb)), "", summary].join("\n"),
+  });
+  const { format, quiet } = ctx.cliOptions;
+  if ((format === "csv" || format === "ndjson") && !quiet) console.error(summary);
+  if (!rows.some((row) => settled(row, verb))) process.exitCode = 1;
+}
+
+/** A line on standard error while a long add waits to look symbols up again, so it never looks stuck. */
+export function retryNotice(ctx: CliCommandContext): (count: number, waitMs: number) => void {
+  return (count, waitMs) => {
+    if (ctx.cliOptions.quiet) return;
+    console.error(cliStyles.muted(`Gloom Cloud refused some requests; looking ${count} symbol${count === 1 ? "" : "s"} up again in ${Math.round(waitMs / 1000)} s.`));
+  };
+}
+
+/** The symbols an add or remove was given, failing the command when there are none or the file cannot be read. */
+export async function requireSymbolList(
+  ctx: CliCommandContext,
+  args: readonly string[],
+  file: string | undefined,
+  usage: string,
+): Promise<{ symbols: string[]; repeated: number; single: string | null }> {
+  try {
+    const list = await readSymbolList({ args, file });
+    if (list.symbols.length === 0) ctx.fail(usage);
+    // One symbol typed alone keeps the single-symbol output and errors.
+    const typed = splitSymbolArgs(args);
+    const single = file == null && !args.includes("-") && typed.length === 1 ? typed[0]! : null;
+    return { ...list, single };
+  } catch (error) {
+    if (error instanceof SymbolListError) ctx.fail(error.message, usage);
+    throw error;
+  }
+}
+
+/**
+ * Removes each symbol's saved listing from a collection. A symbol names its
+ * listing as the single-symbol remove reads it (SAN:EPA, or `--exchange` for
+ * those without one); one that is not saved is not found. Every change is
+ * written once, at the end.
+ */
+export async function removeSymbols({
+  symbols,
+  exchange,
+  store,
+  reject,
+  remove,
+}: BulkSymbolsOptions & {
+  reject?: (input: string) => Error | null;
+  remove: (ticker: TickerRecord) => { changed: boolean; ticker: TickerRecord; extra?: Record<string, unknown> };
+}): Promise<SymbolRow[]> {
+  const staged = new StagedTickerRepository(store);
+  const rows: SymbolRow[] = [];
+  for (const input of symbols) {
+    const refusal = reject?.(input);
+    if (refusal) {
+      rows.push(failedRow(input, refusal));
+      continue;
+    }
+    let listing;
+    try {
+      listing = parseListingArg(input, exchange, { ownExchangeWins: true });
+    } catch (error) {
+      rows.push(failedRow(input, error instanceof Error ? error : new Error(String(error))));
+      continue;
+    }
+    const ticker = listing.symbol ? await loadSavedListing(staged, listing) : null;
+    if (!ticker) {
+      rows.push(failedRow(input, new Error(`Ticker "${listing.key}" was not found in your local data.`), "not_found"));
+      continue;
+    }
+    const result = remove(ticker);
+    if (result.changed) await staged.saveTicker(result.ticker);
+    rows.push(listingRow(input, result.changed ? "removed" : "not_listed", result.ticker, { extra: result.extra }));
+  }
+  await staged.commit();
+  return rows;
+}

package/src/plugins/builtin/portfolio-list/cli/import-13f.ts

@@ -0,0 +1,109 @@
+import type { HeadlessPaneRow } from "../../../../types/plugin";
+import type { PortfolioImportSource } from "../../../../types/ticker";
+
+/**
+ * A 13F line ranked by reported value, with why it cannot be a portfolio
+ * position when it cannot. Read from the rows `fn 13F <manager>` reports, so
+ * the import goes through the 13F function rather than the 13F plugin's code.
+ */
+export interface ThirteenFImportLine {
+  ticker: string;
+  issuer: string;
+  cusip: string;
+  /** Reported value, USD. */
+  value: number;
+  shares: number;
+  /** Null for a line that can be imported. */
+  skip: string | null;
+}
+
+export interface ThirteenFImportPosition {
+  ticker: string;
+  issuer: string;
+  /** Share of the imported lines' reported value. */
+  weight: number;
+  /** Share of the whole filing's reported value. */
+  filingWeight: number | null;
+  /** Reported shares scaled to the notional. */
+  shares: number;
+  /** Reported value per share: the quarter-end price the filing implies. */
+  avgCost: number;
+}
+
+const text = (value: unknown) => (typeof value === "string" ? value : "");
+
+/** Title-of-class words for lines that are shares but not common stock ("6.375 PREF SER A", "*W EXP 06/30/202"). */
+const NOT_COMMON: Array<[RegExp, string]> = [
+  [/\b(?:PFD|PREF|PREFERRED)\b/i, "preferred stock"],
+  [/\*W\b|\b(?:WTS?|WARRANTS?)\b/i, "warrant"],
+  [/\b(?:RTS?|RIGHTS?)\b/i, "right"],
+  [/\b(?:NOTES?|DBCV|DEBT|BONDS?)\b/i, "debt"],
+];
+const amount = (value: unknown) => (typeof value === "number" && Number.isFinite(value) ? value : null);
+
+/**
+ * The manager's current 13F lines, largest reported value first. Common-stock
+ * lines with a ticker can become positions; options, principal amounts,
+ * preferred stock, warrants, rights and debt, and lines whose CUSIP has no
+ * ticker carry the reason they cannot. Two CUSIPs that map to one ticker are
+ * one line.
+ */
+export function rankThirteenFLines(rows: readonly HeadlessPaneRow[]): ThirteenFImportLine[] {
+  const lines = new Map<string, ThirteenFImportLine>();
+  for (const [index, row] of rows.entries()) {
+    const value = amount(row.value);
+    if (row.action === "exit" || value == null || value <= 0) continue;
+    const ticker = text(row.ticker);
+    const shares = amount(row.shares);
+    const putCall = text(row.putCall);
+    const notCommon = NOT_COMMON.find(([pattern]) => pattern.test(text(row.titleOfClass)))?.[1];
+    const skip = putCall ? `${putCall.toLowerCase()} option, not shares`
+      : text(row.shareType).toUpperCase() === "PRN" ? "principal amount, not shares"
+        : notCommon ? `${notCommon}, not common stock`
+          : !ticker ? `CUSIP ${text(row.cusip) || "unknown"} has no ticker`
+            : shares == null || shares <= 0 ? "no share count reported"
+              : null;
+    const key = skip ? `${index}|skip` : ticker.toUpperCase();
+    const line = lines.get(key);
+    if (line) {
+      line.value += value;
+      line.shares += shares ?? 0;
+    } else {
+      lines.set(key, { ticker, issuer: text(row.issuer), cusip: text(row.cusip), value, shares: shares ?? 0, skip });
+    }
+  }
+  return [...lines.values()].sort((left, right) => right.value - left.value);
+}
+
+/** Round to four decimals: a notional share count need not be whole, but it need not show float noise either. */
+const roundShares = (value: number) => Math.round(value * 10_000) / 10_000;
+
+/**
+ * Positions worth `notional` in total, weighted by reported value: each line's
+ * reported shares scaled by notional over the lines' total value, at the
+ * quarter-end price the filing implies.
+ */
+export function notionalPositions(
+  lines: readonly Pick<ThirteenFImportLine, "ticker" | "issuer" | "value" | "shares">[],
+  notional: number,
+  filingValue: number | null,
+): ThirteenFImportPosition[] {
+  const total = lines.reduce((sum, line) => sum + line.value, 0);
+  if (!(total > 0) || !(notional > 0)) return [];
+  return lines.map((line) => ({
+    ticker: line.ticker,
+    issuer: line.issuer,
+    weight: line.value / total,
+    filingWeight: filingValue && filingValue > 0 ? line.value / filingValue : null,
+    shares: roundShares(line.shares * notional / total),
+    avgCost: line.value / line.shares,
+  }));
+}
+
+/** The filing a 13F holdings report covers, from its metadata, or null when it names no dated filing. */
+export function importSource(metadata: Record<string, unknown> | undefined): PortfolioImportSource | null {
+  const cik = text(metadata?.cik), name = text(metadata?.fund);
+  const period = text(metadata?.latestPeriod), filed = text(metadata?.latestFiled);
+  if (!cik || !period || !filed) return null;
+  return { kind: "13f", cik, name: name || cik, period, filed };
+}