gloomberb 0.16.6 → 0.17.0

package/src/plugins/builtin/sec/model.ts

@@ -46,11 +46,77 @@ export function getFilingDisplayTitle(filing: SecFilingItem): string {
   return description ? `${formLabel} | ${description}` : formLabel;
 }
 
-/** The adjacent FORM column already identifies the form. Keep its meaning here. */
+/**
+ * 8-K items in a few words, as a reader scans them: what happened, not the
+ * SEC's full caption. 9.01 (exhibits) comes with most reports and says little.
+ */
+const CURRENT_REPORT_ITEMS: Record<string, string> = {
+  "1.01": "Material agreement",
+  "1.02": "Agreement terminated",
+  "1.03": "Bankruptcy or receivership",
+  "1.04": "Mine safety",
+  "1.05": "Cybersecurity incident",
+  "2.01": "Acquisition or disposal",
+  "2.02": "Results of operations",
+  "2.03": "New financial obligation",
+  "2.04": "Obligation accelerated",
+  "2.05": "Exit or restructuring costs",
+  "2.06": "Impairment",
+  "3.01": "Listing standard notice",
+  "3.02": "Unregistered equity sale",
+  "3.03": "Shareholder rights modified",
+  "4.01": "Auditor change",
+  "4.02": "Non-reliance on financials",
+  "5.01": "Change in control",
+  "5.02": "Officer or director change",
+  "5.03": "Charter or bylaws amended",
+  "5.04": "Benefit plan trading suspension",
+  "5.05": "Code of ethics change",
+  "5.06": "Shell company status change",
+  "5.07": "Shareholder vote results",
+  "5.08": "Director nominations",
+  "7.01": "Regulation FD disclosure",
+  "8.01": "Other events",
+  "9.01": "Exhibits",
+};
+
+const isCurrentReport = (form: string) => /^(?:8-K|6-K)(?:\/A)?$/i.test(form.trim());
+
+/** `Results of operations; Exhibits` from `2.02,9.01`; exhibits only when nothing else is reported. */
+function currentReportItemsText(items: string | null | undefined): string | null {
+  const codes = (secFilingItemCodes(items) ?? "").split(",").filter(Boolean);
+  const named = codes.filter((code) => code !== "9.01" || codes.length === 1).map((code) => CURRENT_REPORT_ITEMS[code] ?? `Item ${code}`);
+  return named.length > 0 ? named.join("; ") : null;
+}
+
+/**
+ * The period a 10-K or 10-Q covers, read from its inline XBRL document name
+ * (`aapl-20260627.htm`), which by convention carries the period end. A date
+ * after the filing, or more than 15 months before it, is not taken.
+ */
+function periodicReportPeriod(filing: Pick<SecFilingItem, "form" | "primaryDocument" | "filingDate">): string | null {
+  if (!/^(?:10-K|10-Q|10-KT|10-QT|20-F|40-F)(?:\/A)?$/i.test(filing.form.trim())) return null;
+  const match = /^[a-z0-9.]+-(\d{4})(\d{2})(\d{2})(?:x\d+)?\.html?$/i.exec(filing.primaryDocument?.split("/").pop() ?? "");
+  if (!match) return null;
+  const end = new Date(Date.UTC(Number(match[1]), Number(match[2]) - 1, Number(match[3])));
+  const iso = `${match[1]}-${match[2]}-${match[3]}`;
+  const filed = new Date(filing.filingDate).getTime();
+  if (!Number.isFinite(end.getTime()) || end.toISOString().slice(0, 10) !== iso || !Number.isFinite(filed)) return null;
+  const days = (filed - end.getTime()) / 86_400_000;
+  return days >= 0 && days <= 460 ? iso : null;
+}
+
+/** The adjacent FORM column already identifies the form. Keep its meaning here: what the filing reports. */
 export function getFilingColumnText(filing: SecFilingItem): string {
   const description = getMeaningfulPrimaryDescription(filing);
   const meaning = getFormDescription(filing.form);
-  if (!description) return meaning || "Filing";
+  if (!description) {
+    const items = isCurrentReport(filing.form) ? currentReportItemsText(filing.items) : null;
+    if (items) return /\/A$/i.test(filing.form.trim()) ? `${items} (amended)` : items;
+    const period = periodicReportPeriod(filing);
+    if (period) return `${meaning || "Report"}, period ended ${period}`;
+    return meaning || "Filing";
+  }
   return meaning && normalizeComparableText(description) !== normalizeComparableText(meaning)
     ? `${description} | ${meaning}`
     : description;
@@ -99,6 +165,22 @@ export function getFormDescription(form: string): string {
     case "NPORT-P": return "Monthly Portfolio Holdings Report";
     case "NPORT-EX": return "Portfolio Holdings Exhibit";
     case "24F-2NT": return "Annual Notice of Securities Sold";
+    case "SD": return "Conflict Minerals Report";
+    case "S-3": return "Shelf Registration";
+    case "S-8": return "Employee Plan Registration";
+    case "FWP": return "Free Writing Prospectus";
+    case "DEFA14A": return "Additional Proxy Materials";
+    case "PX14A6G": return "Shareholder Exempt Solicitation";
+    case "11-K": return "Employee Plan Annual Report";
+    case "ARS": return "Annual Report to Shareholders";
+    case "NT 10-K": return "Late Annual Report Notice";
+    case "NT 10-Q": return "Late Quarterly Report Notice";
+    case "25-NSE": return "Delisting Notice";
+    case "6-K": return "Foreign Issuer Current Report";
+    case "40-F": return "Annual Report (Canadian)";
+    case "424B2":
+    case "424B3":
+    case "424B5": return "Prospectus";
     default: {
       const base = normalized.endsWith("/A") ? getFormDescription(normalized.slice(0, -2)) : "";
       return base ? `${base} (Amended)` : "";
@@ -106,6 +188,70 @@ export function getFormDescription(form: string): string {
   }
 }
 
+/** The groups of the Form filter: a reader looks for reports, events or insiders, not one form code. */
+export interface FormGroup {
+  value: string;
+  label: string;
+  matches: (form: string) => boolean;
+}
+
+const upper = (form: string) => form.trim().toUpperCase().replace(/\/A$/, "");
+const oneOf = (...forms: string[]) => (form: string) => forms.includes(upper(form));
+
+export const ALL_FORMS = "all";
+
+export const COMPANY_FORM_GROUPS: readonly FormGroup[] = [
+  { value: "periodic", label: "Annual & quarterly", matches: oneOf("10-K", "10-Q", "10-KT", "10-QT", "20-F", "40-F", "NT 10-K", "NT 10-Q", "NT 20-F") },
+  { value: "current", label: "Current reports", matches: (form) => isCurrentReport(form) || upper(form) === "8-K12B" },
+  { value: "insider", label: "Insider", matches: oneOf("3", "4", "5", "144") },
+  { value: "ownership", label: "13D / 13G", matches: (form) => /^(?:SC|SCHEDULE) 13[DG]$/.test(upper(form)) },
+  { value: "proxy", label: "Proxy", matches: (form) => /^(?:DEF|DEFA|DEFM|PRE|PREM|DFAN)14[AC]$/.test(upper(form).replace(/\s+/g, "")) },
+  { value: "offerings", label: "Registrations & offerings", matches: (form) => /^(?:S-\d|F-\d|424B\d|FWP|S-8 POS|POS AM|425)/.test(upper(form)) },
+];
+
+export const FUND_FORM_GROUPS: readonly FormGroup[] = [
+  { value: "reports", label: "Shareholder reports", matches: oneOf("N-CSR", "N-CSRS", "N-30D") },
+  { value: "holdings", label: "Holdings", matches: oneOf("NPORT-P", "NPORT-EX") },
+  { value: "prospectus", label: "Prospectus & registration", matches: oneOf("N-1A", "N-2", "485APOS", "485BPOS", "485BXT", "497", "497J", "497K") },
+  { value: "census", label: "Flows & census", matches: oneOf("N-CEN", "24F-2NT") },
+];
+
+/** Filings in a group; `all` and an unknown group keep every filing. */
+export function filterFilingsByGroup<T extends { form: string }>(filings: readonly T[], groups: readonly FormGroup[], value: string): T[] {
+  const group = groups.find((entry) => entry.value === value);
+  return group ? filings.filter((filing) => group.matches(filing.form)) : [...filings];
+}
+
+export type FilingTone = "positive" | "negative" | "warning" | "accent" | "muted" | "text";
+
+/**
+ * How much a filing matters, in the tone every research pane gives a state:
+ * events that can sink a company (bankruptcy, delisting, non-reliance, a late
+ * report) red, an insider sale red and a purchase green, a planned sale, an
+ * activist stake, a management or auditor change amber, the periodic reports,
+ * earnings and fund shareholder reports in the accent, and routine paperwork
+ * quiet. A fund's annual notice of securities sold reads green for a year of
+ * net creations and red for net redemptions. The form text never changes, so
+ * the colour is not the only signal.
+ */
+export function filingTone(filing: Pick<SecFilingItem, "form" | "items">, insiderDirection?: "buy" | "sell" | null): FilingTone {
+  const form = upper(filing.form);
+  if (/^NT /.test(form)) return "negative";
+  if (isCurrentReport(filing.form)) {
+    const codes = (secFilingItemCodes(filing.items) ?? "").split(",");
+    if (codes.some((code) => code === "1.03" || code === "3.01" || code === "4.02")) return "negative";
+    if (codes.some((code) => ["2.05", "2.06", "4.01", "5.01", "5.02", "1.05"].includes(code))) return "warning";
+    if (codes.includes("2.02")) return "accent";
+    return "text";
+  }
+  if (form === "4" || form === "5" || form === "24F-2NT") return insiderDirection === "sell" ? "negative" : insiderDirection === "buy" ? "positive" : form === "24F-2NT" ? "muted" : "text";
+  if (form === "144") return "warning";
+  if (/13D$/.test(form)) return "warning";
+  if (/^(?:10-K|10-Q|10-KT|10-QT|20-F|40-F|N-CSR|N-CSRS|N-30D|N-1A|N-2)$/.test(form)) return "accent";
+  if (/^(?:3|SC 13G|SCHEDULE 13G|SD|497|497J|497K|485BPOS|485BXT|NPORT-P|NPORT-EX)$/.test(form)) return "muted";
+  return "text";
+}
+
 export function buildSecFilingRows(filings: readonly SecFilingItem[]) {
   return filings.map((filing) => {
     return {

package/src/plugins/builtin/sec/row-summaries.ts

@@ -0,0 +1,105 @@
+import type { SecFilingItem } from "../../../types/data-provider";
+import { decodeHtmlEntities } from "../../../utils/html-entities";
+import { formatCompact } from "../../../utils/format";
+import { parseForm4Xml, transactionTypeLabel } from "../insider/insider-data";
+import { buildInsiderTransactionTitle } from "./filing-display";
+
+/**
+ * What a small XML filing's own text says, for its row: who traded and which
+ * way on an insider form, how much money came in or went out on a fund's
+ * annual notice of securities sold.
+ */
+export interface RowSummary {
+  title: string;
+  /** An open-market purchase or sale, or a fund's net creations or redemptions. */
+  direction: "buy" | "sell" | null;
+}
+
+const OWNERSHIP_FORMS = /^(?:3|4|5|144)(?:\/A)?$/i;
+const FUND_FLOW_FORM = /^24F-2NT(?:\/A)?$/i;
+
+const isOwnershipForm = (form: string) => OWNERSHIP_FORMS.test(form.trim());
+
+/**
+ * The document a row is read from. Gloom Cloud returns a Form 3, 4 or 5 as
+ * its XML; a Form 144 and a 24F-2NT come as the SEC's rendered page unless
+ * asked for their XML, which a separate key keeps apart from the page the
+ * open filing shows. Other forms are not read for their rows.
+ */
+export function rowSummaryTarget(filing: SecFilingItem): SecFilingItem | null {
+  const form = filing.form.trim();
+  if (!isOwnershipForm(form) && !FUND_FLOW_FORM.test(form)) return null;
+  if (/^[345](?:\/A)?$/i.test(form)) return filing;
+  const url = filing.primaryDocumentUrl?.replace(/\/xsl[^/]+\//, "/");
+  if (!url || url === filing.primaryDocumentUrl) return null;
+  const document = url.split("/").pop() ?? "primary_doc.xml";
+  return { ...filing, accessionNumber: `${filing.accessionNumber}:${document}`, primaryDocument: document, primaryDocumentUrl: url, filingUrl: url };
+}
+
+function tagText(xml: string, tag: string): string {
+  const match = new RegExp(`<(?:[\\w.-]+:)?${tag}(?:\\s[^>]*)?>([\\s\\S]*?)<\\/(?:[\\w.-]+:)?${tag}\\s*>`, "i").exec(xml);
+  return decodeHtmlEntities((match?.[1] ?? "").replace(/<[^>]*>/g, "").trim());
+}
+
+const money = (value: number) => `$${formatCompact(value)}`;
+
+/**
+ * A Form 144 is a notice that someone means to sell: who, how many shares
+ * and what they were worth when it was filed.
+ */
+function form144Summary(xml: string): RowSummary | null {
+  const name = tagText(xml, "nameOfPersonForWhoseAccountTheSecuritiesAreToBeSold");
+  if (!name) return null;
+  const shares = Number(tagText(xml, "noOfUnitsSold"));
+  const value = Number(tagText(xml, "aggregateMarketValue"));
+  const amount = [
+    Number.isFinite(shares) && shares > 0 ? `${formatCompact(shares)} shares` : "",
+    Number.isFinite(value) && value > 0 ? `(${money(value)})` : "",
+  ].filter(Boolean).join(" ");
+  return { title: `${name}: proposed sale${amount ? ` of ${amount}` : ""}`, direction: null };
+}
+
+/** The reporting owner of a Form 3, which lists holdings and no transactions. */
+function initialOwnershipSummary(xml: string): RowSummary | null {
+  const name = tagText(xml, "rptOwnerName");
+  return name ? { title: `${name}: initial holdings`, direction: null } : null;
+}
+
+const signedMoney = (value: number) => `${value < 0 ? "-" : "+"}${money(Math.abs(value))}`;
+
+/**
+ * A fund's 24F-2NT: what it sold (created) and redeemed over its fiscal year,
+ * and the difference, which is the year's net flow.
+ */
+function fundFlowSummary(xml: string): RowSummary | null {
+  const sold = Number(tagText(xml, "aggregateSalePriceOfSecuritiesSold"));
+  const redeemed = Number(tagText(xml, "aggregatePriceOfSecuritiesRedeemedOrRepurchasedInFiscalYear"));
+  if (!tagText(xml, "aggregateSalePriceOfSecuritiesSold") || !Number.isFinite(sold) || !Number.isFinite(redeemed)) return null;
+  const yearEnd = /^(\d{2})\/(\d{2})\/(\d{4})$/.exec(tagText(xml, "lastDayOfFiscalYear"));
+  const net = sold - redeemed;
+  return {
+    title: `${yearEnd ? `Year to ${yearEnd[3]}-${yearEnd[1]}-${yearEnd[2]}: ` : ""}net flow ${signedMoney(net)} (sold ${money(sold)}, redeemed ${money(redeemed)})`,
+    direction: net > 0 ? "buy" : net < 0 ? "sell" : null,
+  };
+}
+
+/**
+ * The row text of a filing whose content has been read, or null when it was
+ * not read or says nothing a row can use. An insider form with one
+ * transaction says it in full; one with several lists their kinds.
+ */
+export function rowSummary(form: string, content: string | null | undefined): RowSummary | null {
+  if (!content) return null;
+  if (FUND_FLOW_FORM.test(form.trim())) return fundFlowSummary(content);
+  if (!isOwnershipForm(form)) return null;
+  const base = form.trim().replace(/\/A$/i, "");
+  if (base === "144") return form144Summary(content);
+  const transactions = parseForm4Xml(content);
+  const first = transactions[0];
+  if (!first) return base === "3" ? initialOwnershipSummary(content) : null;
+  const codes = new Set(transactions.map((transaction) => transaction.transactionType));
+  const direction = codes.has("P") && !codes.has("S") ? "buy" : codes.has("S") && !codes.has("P") ? "sell" : null;
+  if (transactions.length === 1) return { title: `${first.reportedName}: ${buildInsiderTransactionTitle(first)}`, direction };
+  const kinds = [...new Set(transactions.map((transaction) => transactionTypeLabel(transaction.transactionType)))];
+  return { title: `${first.reportedName}: ${transactions.length} transactions, ${kinds.join(", ")}`, direction };
+}

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

@@ -395,6 +395,8 @@ export const sectorsModule: PluginModule = {
       name: "Sector Performance",
       icon: "S",
       component: SectorPerformancePane,
+      // BI and THEM open this pane: THEM sets the theme param; the ETF lists are preferences.
+      identitySettings: [],
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 82, height: 18 },

package/src/plugins/builtin/sectors/sector-model.ts

@@ -7,7 +7,7 @@ import { mergePriceHistoryIntegrity, pricePointIntegrity, type PriceHistoryInteg
 import {
   getExtendedSessionDisplay,
   getRegularSessionDisplay,
-  marketStateLabel,
+  extendedSessionStateLabel,
   type ExtendedSession,
 } from "../../../market-data/market/status";
 import {
@@ -359,7 +359,7 @@ export function buildSectorColumns(width: number, extendedSessions: readonly Ext
   const extendedColumns = extendedSessions.map((session): SectorColumn => ({
     id: session === "PRE" ? "preMarket" : "afterHours",
     // Named for the session it trades in, as the header labels it.
-    label: marketStateLabel(session),
+    label: extendedSessionStateLabel(session),
     width: EXTENDED_COLUMN_WIDTH,
     align: "right",
   }));

package/src/plugins/builtin/series-inventory.ts

@@ -72,6 +72,7 @@ export const SERIES_INVENTORY: readonly SeriesInventoryEntry[] = [
   { module: "power", chart: "Interconnection queue capacity and project generation", notInCatalog: "per-item", reason: "Per project and per queue filter." },
   { module: "power", chart: "European day-ahead power price by country", series: ["day-ahead:*"] },
   { module: "power", chart: "EU carbon allowance (EUA) auction price", series: ["carbon:*"] },
+  { module: "power", chart: "European gas storage by area: % full, TWh and net injection", series: ["gas-storage:*", "gas-storage-twh:*", "gas-injection:*"] },
   { module: "awards", chart: "A company's government award totals by period", series: ["awards:*"] },
   { module: "company-kpis", chart: "A company's reported operating metrics", notInCatalog: "per-item", reason: "Each company reports its own metrics, with no shared list to register." },
   { module: "estimate-revisions", chart: "Consensus estimate for one fiscal period over time", notInCatalog: "per-item", reason: "One fiscal period of one company." },

package/src/plugins/builtin/shared/locked-rows.tsx

@@ -11,7 +11,7 @@ import { useThemeColors } from "../../../theme/theme-context";
 
 export function Blurred({ children }: { children: ReactNode }) {
   return (
-    <Box flexDirection="row" style={{ filter: "blur(5px)", userSelect: "none" }}>
+    <Box flexDirection="row" style={{ filter: "blur(5px)", userSelect: "none", WebkitUserSelect: "none" }}>
       {children}
     </Box>
   );

package/src/plugins/builtin/shared/use-quote-board.ts

@@ -1,7 +1,7 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import type { DataTableCell, DataTableVisibleRange, PaneFooterSegment } from "../../../components";
 import { useQuoteEntries } from "../../../market-data/hooks";
-import { getRegularSessionDisplay, marketStateColor, marketStateLabel } from "../../../market-data/market/status";
+import { getRegularSessionDisplay, quoteSessionColor, quoteSessionLabel } from "../../../market-data/market/status";
 import type { InstrumentRef } from "../../../market-data/request-types";
 import type { QueryEntry } from "../../../market-data/result-types";
 import { buildQuoteKey, resolveEntryData } from "../../../market-data/selectors";
@@ -36,6 +36,23 @@ export interface QuoteBoardOptions {
   selectedSymbol?: string | null;
   /** Snapshot poll cadence for on-screen symbols the stream is not carrying. */
   fallbackIntervalMs?: number;
+  /**
+   * Paint each listed symbol's cached quote, however old, as the network is
+   * asked, and refresh the listed symbols in a few batches at once, each
+   * given up after `refreshTimeoutMs` so one slow symbol cannot hold the
+   * rest. A row whose refresh fails or times out keeps its cached quote,
+   * marked stale.
+   */
+  cacheFirst?: boolean;
+  /**
+   * With `cacheFirst`, the symbols the board lists now (after its search and
+   * collapsed sections): only these are fetched, and the others keep their
+   * cached quote until they are listed. Omitted, every symbol is listed.
+   * Keep the reference stable until its contents change.
+   */
+  listedSymbols?: ReadonlySet<string> | null;
+  /** How long a cache-first refresh waits for one batch. */
+  refreshTimeoutMs?: number;
 }
 
 /**
@@ -49,6 +66,13 @@ const STREAM_SILENCE_MS = 3 * 60_000;
 /** The feed answers a new subscription with a snapshot; give it this long before polling around it. */
 const STREAM_CONNECT_GRACE_MS = 10_000;
 
+/** A cache-first refresh splits the listed symbols into at most this many batches, sent at once. */
+const QUOTE_REFRESH_BATCHES = 4;
+/** And sends no batch smaller than this, so a short list is one request. */
+const QUOTE_REFRESH_MIN_BATCH = 8;
+/** A batch still unanswered after this long is given up and its rows keep their cached quote. */
+const QUOTE_REFRESH_TIMEOUT_MS = 5_000;
+
 const EMPTY_STATE: BoardQuoteState = { quote: null, loading: false, error: null, stale: false };
 
 function errorMessage(value: unknown): string {
@@ -108,6 +132,68 @@ function overlayStreamQuote(base: BoardQuoteState, streamed: Quote | null): Boar
   return { quote: streamed, loading: base.loading, error: null, stale: streamed.stale === true };
 }
 
+/** Quotes for `subset`, one state per symbol; throws only when the whole request fails. */
+async function requestBoardQuotes(
+  dataProvider: NonNullable<ReturnType<typeof useAssetData>>,
+  subset: readonly string[],
+  forceRefresh: boolean,
+  signal?: AbortSignal,
+): Promise<BoardQuoteMap> {
+  const next: BoardQuoteMap = new Map();
+  if (dataProvider.getQuotesBatch) {
+    const results = await dataProvider.getQuotesBatch(
+      subset.map((symbol) => ({ symbol, exchange: "" })),
+      { forceRefresh, ...(signal ? { signal } : {}) },
+    );
+    const bySymbol = new Map(results.map((result) => [result.target.symbol, result]));
+    for (const symbol of subset) {
+      const result = bySymbol.get(symbol);
+      next.set(symbol, {
+        quote: result?.quote ?? null,
+        loading: false,
+        error: result?.error ? errorMessage(result.error) : null,
+        stale: false,
+      });
+    }
+    return next;
+  }
+
+  const context = forceRefresh ? { cacheMode: "refresh" as const } : undefined;
+  await Promise.all(subset.map(async (symbol) => {
+    try {
+      const quote = await dataProvider.getQuote(symbol, "", context);
+      next.set(symbol, { quote, loading: false, error: null, stale: false });
+    } catch (error: unknown) {
+      next.set(symbol, { quote: null, loading: false, error: errorMessage(error), stale: false });
+    }
+  }));
+  return next;
+}
+
+/**
+ * Cached quotes painted under a board that is already loading: a row takes
+ * one when it has none or an older one. A row whose refresh already came back
+ * empty shows the cached quote as stale.
+ */
+function paintCachedQuotes(previous: BoardQuoteMap, cached: readonly { target: { symbol: string }; quote: Quote | null }[]): BoardQuoteMap {
+  let next: BoardQuoteMap | null = null;
+  for (const { target, quote } of cached) {
+    const state = previous.get(target.symbol);
+    if (!state || !finitePrice(quote)) continue;
+    if (state.quote && (state.quote.lastUpdated ?? 0) >= (quote.lastUpdated ?? 0)) continue;
+    next ??= new Map(previous);
+    next.set(target.symbol, { ...state, quote, stale: !state.loading && (!state.quote || state.stale) });
+  }
+  return next ?? previous;
+}
+
+function inBatches(symbols: readonly string[]): string[][] {
+  const size = Math.max(QUOTE_REFRESH_MIN_BATCH, Math.ceil(symbols.length / QUOTE_REFRESH_BATCHES));
+  const batches: string[][] = [];
+  for (let index = 0; index < symbols.length; index += size) batches.push(symbols.slice(index, index + size));
+  return batches;
+}
+
 function sameBoard(left: BoardQuoteMap, right: BoardQuoteMap): boolean {
   if (left.size !== right.size) return false;
   const leftEntries = [...left];
@@ -145,6 +231,9 @@ export function useQuoteBoard(symbols: string[], options: QuoteBoardOptions = {}
     visibleSymbols = null,
     selectedSymbol = null,
     fallbackIntervalMs = QUOTE_BOARD_FALLBACK_MS,
+    cacheFirst = false,
+    listedSymbols = null,
+    refreshTimeoutMs = QUOTE_REFRESH_TIMEOUT_MS,
   } = options;
   const dataProvider = useAssetData();
   const appVisible = useAppVisible();
@@ -195,39 +284,7 @@ export function useQuoteBoard(symbols: string[], options: QuoteBoardOptions = {}
     }
     if (!dataProvider || subset.length === 0) return;
 
-    const loadQuotes = async (): Promise<BoardQuoteMap> => {
-      const next: BoardQuoteMap = new Map();
-      if (dataProvider.getQuotesBatch) {
-        const results = await dataProvider.getQuotesBatch(
-          subset.map((symbol) => ({ symbol, exchange: "" })),
-          { forceRefresh },
-        );
-        const bySymbol = new Map(results.map((result) => [result.target.symbol, result]));
-        for (const symbol of subset) {
-          const result = bySymbol.get(symbol);
-          next.set(symbol, {
-            quote: result?.quote ?? null,
-            loading: false,
-            error: result?.error ? errorMessage(result.error) : null,
-            stale: false,
-          });
-        }
-        return next;
-      }
-
-      const context = forceRefresh ? { cacheMode: "refresh" as const } : undefined;
-      await Promise.all(subset.map(async (symbol) => {
-        try {
-          const quote = await dataProvider.getQuote(symbol, "", context);
-          next.set(symbol, { quote, loading: false, error: null, stale: false });
-        } catch (error: unknown) {
-          next.set(symbol, { quote: null, loading: false, error: errorMessage(error), stale: false });
-        }
-      }));
-      return next;
-    };
-
-    loadQuotes().then((loaded) => {
+    requestBoardQuotes(dataProvider, subset, forceRefresh).then((loaded) => {
       if (fetchGenRef.current !== gen) return;
       setSnapshots((prev) => mergeQuotes(prev, loaded));
     }).catch((error: unknown) => {
@@ -241,14 +298,97 @@ export function useQuoteBoard(symbols: string[], options: QuoteBoardOptions = {}
     });
   }, [dataProvider, symbols]);
 
-  const refresh = useCallback(() => load(true), [load]);
+  const listedRef = useRef(listedSymbols);
+  listedRef.current = listedSymbols;
+  // Symbols a cache-first board has asked the network for since its last full load.
+  const requestedRef = useRef(new Set<string>());
+
+  /** Refreshes `subset` a few batches at once; a batch that fails or times out keeps its rows' cached quotes. */
+  const refreshInBatches = useCallback((subset: readonly string[], forceRefresh: boolean, gen: number) => {
+    if (!dataProvider) return;
+    for (const batch of inBatches(subset)) {
+      const controller = new AbortController();
+      let timer: ReturnType<typeof setTimeout> | undefined;
+      const timedOut = new Promise<never>((_, reject) => {
+        timer = setTimeout(() => {
+          controller.abort();
+          reject(new Error("Quote refresh timed out"));
+        }, refreshTimeoutMs);
+      });
+      Promise.race([requestBoardQuotes(dataProvider, batch, forceRefresh, controller.signal), timedOut])
+        .catch((error: unknown): BoardQuoteMap => new Map(batch.map((symbol) => [
+          symbol,
+          { quote: null, loading: false, error: errorMessage(error), stale: false },
+        ])))
+        .then((loaded) => {
+          clearTimeout(timer);
+          if (fetchGenRef.current !== gen) return;
+          setSnapshots((prev) => mergeQuotes(prev, loaded));
+        });
+    }
+  }, [dataProvider, refreshTimeoutMs]);
+
+  /**
+   * Paints `subset`'s cached quotes, however old. Asked after the refresh, so
+   * the network request is on its way while the cache is read.
+   */
+  const paintFromCache = useCallback((subset: readonly string[], gen: number) => {
+    if (!dataProvider?.getQuotesBatch || subset.length === 0) return;
+    dataProvider.getQuotesBatch(subset.map((symbol) => ({ symbol, exchange: "" })), { cacheOnly: true })
+      .then((cached) => {
+        if (fetchGenRef.current !== gen) return;
+        setSnapshots((prev) => paintCachedQuotes(prev, cached));
+      })
+      .catch(() => {});
+  }, [dataProvider]);
+
+  /** The cache-first full load: the listed symbols' cached quotes at once, then from the network. */
+  const loadCacheFirst = useCallback((forceRefresh: boolean) => {
+    fetchGenRef.current += 1;
+    const gen = fetchGenRef.current;
+    lastLoadAtRef.current = Date.now();
+    const listed = listedRef.current;
+    const requested = symbols.filter((symbol) => !listed || listed.has(symbol));
+    requestedRef.current = new Set(requested);
+    setSnapshots((prev) => {
+      const next: BoardQuoteMap = new Map();
+      for (const symbol of symbols) {
+        next.set(symbol, { ...(prev.get(symbol) ?? EMPTY_STATE), loading: !!dataProvider && requestedRef.current.has(symbol) });
+      }
+      return next;
+    });
+    if (!dataProvider || requested.length === 0) return;
+    refreshInBatches(requested, forceRefresh, gen);
+    if (!forceRefresh) paintFromCache(requested, gen);
+  }, [dataProvider, paintFromCache, refreshInBatches, symbols]);
+
+  const refresh = useCallback(() => (cacheFirst ? loadCacheFirst(true) : load(true)), [cacheFirst, load, loadCacheFirst]);
 
   useEffect(() => {
-    load(false);
+    if (cacheFirst) loadCacheFirst(false);
+    else load(false);
     return () => {
       fetchGenRef.current += 1;
     };
-  }, [load]);
+  }, [cacheFirst, load, loadCacheFirst]);
+
+  // A symbol listed for the first time since the last full load (a search
+  // cleared, a section opened) is fetched then; the others keep what they have.
+  const listedKey = listedSymbols ? [...listedSymbols].sort().join("\u001f") : null;
+  useEffect(() => {
+    if (!cacheFirst || !dataProvider) return;
+    const listed = listedRef.current;
+    const pending = symbols.filter((symbol) => (!listed || listed.has(symbol)) && !requestedRef.current.has(symbol));
+    if (pending.length === 0) return;
+    for (const symbol of pending) requestedRef.current.add(symbol);
+    setSnapshots((prev) => {
+      const next: BoardQuoteMap = new Map(prev);
+      for (const symbol of pending) next.set(symbol, { ...(prev.get(symbol) ?? EMPTY_STATE), loading: true });
+      return next;
+    });
+    refreshInBatches(pending, false, fetchGenRef.current);
+    paintFromCache(pending, fetchGenRef.current);
+  }, [cacheFirst, dataProvider, listedKey, paintFromCache, refreshInBatches, symbols]);
 
   const entriesRef = useRef(entries);
   entriesRef.current = entries;
@@ -508,15 +648,11 @@ export function renderQuoteBoardCell(
   switch (kind) {
     case "status": {
       if (format.sessionText) {
-        const marketState = quote?.marketState;
-        return {
-          text: marketState ? marketStateLabel(marketState) : "—",
-          color: marketState ? marketStateColor(marketState) : colors.textDim,
-        };
+        return { text: quoteSessionLabel(quote) ?? "—", color: quoteSessionColor(quote) };
       }
       const dot = marketStatusDot(quote?.marketState);
       // The dot is a picture; the export says which session it means.
-      return { text: dot.char, value: quote?.marketState ? marketStateLabel(quote.marketState) : null, color: dot.color };
+      return { text: dot.char, value: quoteSessionLabel(quote), color: dot.color };
     }
     case "price":
       if (!quote || !Number.isFinite(quote.price)) return { text: "—", color: colors.textDim };

package/src/plugins/builtin/shared/wall-teaser.tsx

@@ -139,7 +139,7 @@ function Placeholder({ row, column, width, native }: { row: number; column: numb
   const colors = useThemeColors();
   const fraction = placeholderFraction(row, column);
   return native
-    ? <Box style={{ background: colors.textMuted, opacity: 0.35, filter: "blur(3px)", width: `${fraction * 100}%`, height: "0.65em", marginTop: "0.2em", pointerEvents: "none", userSelect: "none" }} />
+    ? <Box style={{ background: colors.textMuted, opacity: 0.35, filter: "blur(3px)", width: `${fraction * 100}%`, height: "0.65em", marginTop: "0.2em", pointerEvents: "none", userSelect: "none", WebkitUserSelect: "none" }} />
     : <Text fg={colors.textMuted} dim>{"░".repeat(Math.max(2, Math.floor(width * fraction)))}</Text>;
 }
 
@@ -167,7 +167,7 @@ function FrozenWallSample({ placement, width, rows, native }: { placement: strin
         <Placeholder row={row} column={0} width={width} native={native} />
       </Box>)}
     </Box> :
-    <Box height={rows + 1} style={native ? { pointerEvents: "none", userSelect: "none" } : undefined}>
+    <Box height={rows + 1} style={native ? { pointerEvents: "none", userSelect: "none", WebkitUserSelect: "none" } : undefined}>
       <DataTableView
         columns={columns} items={SAMPLE_TICKERS.slice(0, rows)} rootWidth={width} rootHeight={rows + 1}
         focused={false} keyboardNavigation={false} selection={{ kind: "none" }} sortable={false}