gloomberb 0.17.1 → 0.17.2

package/src/plugins/builtin/earnings/board-table.ts

@@ -2,10 +2,13 @@ import type { DataTableCell, DataTableColumn } from "../../../components";
 import { TABLE_COLUMN_GAP, tableColumnWidth } from "../../../components/ui/table-layout";
 import { colors } from "../../../theme/colors";
 import { TextAttributes } from "../../../ui";
+import { epsBasisShort, showsEpsBasis } from "../shared/earnings-report";
 import type { BoardRow, BoardSort } from "./board-model";
 import { epsText, impliedText, moneyText, moveSize, TIMING_LABEL, weekday } from "./format";
 
-type BoardColumnId = "owned" | "symbol" | "name" | "when" | "cap" | "epsEstimate" | "epsActual" | "revenueEstimate" | "implied" | "average";
+type BoardColumnId =
+  | "owned" | "symbol" | "name" | "when" | "status" | "cap" | "epsEstimate" | "analysts" | "epsActual" | "basis"
+  | "revenueEstimate" | "implied" | "average";
 
 export type BoardColumn = DataTableColumn & { id: BoardColumnId };
 
@@ -16,16 +19,19 @@ const ALL_COLUMNS: BoardColumn[] = [
   { id: "symbol", label: "TICKER", width: 6, align: "left" },
   { id: "name", label: "NAME", width: NAME_MIN_WIDTH, align: "left" },
   { id: "when", label: "WHEN", width: 7, align: "left" },
+  { id: "status", label: "STATUS", width: 9, align: "left" },
   { id: "implied", label: "IMPLIED", width: 7, align: "right" },
   { id: "average", label: "AVG MOVE", width: 8, align: "right" },
   { id: "epsEstimate", label: "EPS EST", width: 7, align: "right" },
+  { id: "analysts", label: "ESTS", width: 4, align: "right" },
   { id: "epsActual", label: "EPS ACT", width: 7, align: "right" },
+  { id: "basis", label: "BASIS", width: 5, align: "left" },
   { id: "revenueEstimate", label: "SALES EST", width: 9, align: "right" },
   { id: "cap", label: "MKT CAP", width: 8, align: "right" },
 ];
 
-/** Dropped first when narrow; the implied move and its average stay beside the name. */
-const DROP_ORDER: BoardColumnId[] = ["epsActual", "cap", "revenueEstimate", "epsEstimate", "owned"];
+/** Dropped first when narrow, the report's labels before its figures; the implied move and its average stay beside the name. */
+const DROP_ORDER: BoardColumnId[] = ["basis", "analysts", "status", "epsActual", "cap", "revenueEstimate", "epsEstimate", "owned"];
 
 /** Header clicks sort these; the rest keep the ranking. */
 export const SORTABLE: Partial<Record<BoardColumnId, BoardSort["column"]>> = {
@@ -66,14 +72,23 @@ export function renderBoardCell(row: BoardRow, column: BoardColumn): DataTableCe
       // An expected time, from the company's last reports, reads quieter than an announced one.
       return { text: row.showDay ? `${weekday(report.date)} ${timing}` : timing, color: report.expectedTiming ? colors.textMuted : dim };
     }
+    case "status":
+      // A projected date reads quieter than an announced one, as an expected time does.
+      return { text: report.dateStatus ?? "--", color: report.dateStatus === "projected" ? colors.textMuted : dim };
     case "cap":
       return { text: moneyText(report.marketCap), color: dim };
     case "epsEstimate":
       return { text: epsText(report.epsEstimate), color: dim };
+    case "analysts":
+      return { text: report.epsAnalysts == null ? "--" : String(report.epsAnalysts), color: dim };
     case "epsActual": {
       const beat = report.epsActual != null && report.epsEstimate != null ? report.epsActual - report.epsEstimate : null;
       return { text: report.epsActual == null ? "" : epsText(report.epsActual), color: beat == null || beat === 0 ? colors.text : beat > 0 ? colors.positive : colors.negative };
     }
+    case "basis":
+      return !showsEpsBasis(report)
+        ? { text: "" }
+        : { text: epsBasisShort(report.epsBasis), color: report.epsBasis ? colors.textMuted : dim };
     case "revenueEstimate":
       return { text: moneyText(report.revenueEstimate), color: dim };
     case "implied":

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

@@ -13,7 +13,7 @@ import { fetchEarningsCalendar, fetchEarningsHistory } from "./client";
 import { loadEarningsCalendar } from "./data/cache";
 import { epsText, impliedText, moneyText, moveSize, signedPercent, TIMING_LABEL } from "./format";
 import { historyRows } from "./history-model";
-import { EPS_BASIS_NOTE, epsBasisName } from "../shared/earnings-report";
+import { EPS_BASIS_NOTE, epsBasisName, showsEpsBasis } from "../shared/earnings-report";
 import { isUsListingExchange } from "../../../utils/exchanges";
 import { listingAbroadVenue } from "../../../utils/sec";
 import { findUsListingOfCompany } from "../../../tickers/us-listing";
@@ -24,17 +24,23 @@ const num = (value: unknown) => (typeof value === "number" && Number.isFinite(va
 
 const BOARD_COLUMNS: HeadlessPaneColumn[] = [
   { key: "date", header: "Date" },
+  { key: "dateStatus", header: "Status" },
   { key: "timing", header: "When" },
   { key: "symbol", header: "Ticker" },
   { key: "name", header: "Name" },
   { key: "marketCap", header: "Mkt cap", align: right, format: (value) => moneyText(num(value)) },
   { key: "epsEstimate", header: "EPS est", align: right, format: (value) => epsText(num(value)) },
+  { key: "epsAnalysts", header: "Ests", align: right },
   { key: "epsActual", header: "EPS act", align: right, format: (value) => epsText(num(value)) },
+  { key: "epsBasis", header: "Basis" },
   { key: "revenueEstimate", header: "Sales est", align: right, format: (value) => moneyText(num(value)) },
   { key: "impliedMove", header: "Implied", align: right, format: (value) => impliedText(num(value)) },
   { key: "averageMove", header: "Avg move", align: right, format: (value) => moveSize(num(value)) },
 ];
 
+/** Where the board's caps come from and how old they can be, in its metadata. */
+const MARKET_CAP_NOTE = "Each company's market cap as RV shows it: its latest financials snapshot at the regular session's price (the close outside the session), from the newest quote Gloom Cloud holds for it. A company with no snapshot shows the earnings calendar's figure.";
+
 const HISTORY_COLUMNS: HeadlessPaneColumn[] = [
   { key: "date", header: "Date" },
   { key: "dateStatus", header: "Status" },
@@ -105,13 +111,16 @@ async function boardRows(args: HeadlessPaneLoadArgs, context: HeadlessPaneContex
   const all = [...reports, ...extra].sort((left, right) => left.date.localeCompare(right.date) || (right.marketCap ?? 0) - (left.marketCap ?? 0));
   const rows = all.slice(0, limit).map((report) => ({
     date: report.date,
+    dateStatus: report.dateStatus,
     timing: report.timing ? TIMING_LABEL[report.timing] : null,
     timingExpected: report.expectedTiming,
     symbol: report.symbol,
     name: report.name,
     marketCap: report.marketCap,
     epsEstimate: report.epsEstimate,
+    epsAnalysts: report.epsAnalysts,
     epsActual: report.epsActual,
+    epsBasis: showsEpsBasis(report) ? epsBasisName(report.epsBasis) : null,
     revenueEstimate: report.revenueEstimate,
     impliedMove: report.impliedMove,
     averageMove: report.averageMove,
@@ -127,6 +136,8 @@ async function boardRows(args: HeadlessPaneLoadArgs, context: HeadlessPaneContex
       from: query.from,
       to: query.to,
       averageMoveOver: `last 8 reports, at least ${MIN_AVERAGE_REPORTS}`,
+      epsBasis: EPS_BASIS_NOTE,
+      marketCap: MARKET_CAP_NOTE,
       total: all.length,
       returned: rows.length,
       truncated: rows.length < all.length,
@@ -168,7 +179,7 @@ async function historyReport(symbol: string, context: HeadlessPaneContext, deps:
     epsEstimate: row.epsEstimate,
     epsAnalysts: row.epsAnalysts,
     epsActual: row.epsActual,
-    epsBasis: row.epsActual == null ? null : epsBasisName(row.epsBasis),
+    epsBasis: showsEpsBasis(row) ? epsBasisName(row.epsBasis) : null,
     epsSurprise: row.epsSurprise,
     revenueEstimate: row.revenueEstimate,
     revenueActual: row.revenueActual,

package/src/plugins/builtin/earnings/history-model.ts

@@ -87,7 +87,7 @@ export function historyRows(payload: EarningsHistoryPayload | null, today: strin
         epsEstimate: coherentEarningsValue(upcoming, "epsEstimate"),
         epsAnalysts: coherentEarningsValue(upcoming, "epsAnalysts"),
         epsActual: null,
-        epsBasis: null,
+        epsBasis: earningsEpsBasis(upcoming.epsBasis),
         epsSurprise: null,
         revenueEstimate: coherentEarningsValue(upcoming, "revenueEstimate"),
         revenueActual: null,

package/src/plugins/builtin/earnings/history-table.ts

@@ -3,7 +3,7 @@ import { TABLE_COLUMN_GAP, tableColumnWidth } from "../../../components/ui/table
 import { colors } from "../../../theme/colors";
 import { TextAttributes } from "../../../ui";
 import { datedYear, epsText, fiscalMonth, impliedText, moneyText, signedPercent, TIMING_LABEL } from "./format";
-import { epsBasisShort } from "../shared/earnings-report";
+import { epsBasisShort, showsEpsBasis } from "../shared/earnings-report";
 import type { HistoryRow } from "./history-model";
 
 type HistoryColumnId =
@@ -74,7 +74,7 @@ export function renderHistoryCell(row: HistoryRow, column: HistoryColumn): DataT
     case "epsActual":
       return { text: epsText(row.epsActual), color: colors.text };
     case "basis":
-      return row.epsActual == null
+      return !showsEpsBasis(row)
         ? { text: "--", color: dim }
         : { text: epsBasisShort(row.epsBasis), color: row.epsBasis ? colors.textMuted : dim };
     case "epsSurprise":

package/src/plugins/builtin/help/feedback-tab.tsx

@@ -7,7 +7,7 @@ import { t } from "../../../i18n";
 import { colors } from "../../../theme/colors";
 import { Box, Text } from "../../../ui";
 import { formatRelativeTime } from "../../../utils/datetime-format";
-import { requestAuthDialog } from "../cloud/auth-dialog";
+import { requestAuthDialog } from "../../../account/auth-dialog";
 
 const STATUS_BADGES: Record<FeedbackStatus, { label: string; tone: "neutral" | "accent" | "positive" }> = {
   received: { label: "Received", tone: "neutral" },

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

@@ -1,6 +1,6 @@
 import { apiClient } from "../../../api-client";
 import type { GloomPlugin } from "../../../types/plugin";
-import { teamStore } from "../cloud/team/store";
+import { teamStore } from "../../../team/store";
 import { notesCliCommand } from "./cli";
 import { exportNotesToDirectory, exportSourceLabel } from "./export";
 import { NotesFiles } from "./files";

package/src/plugins/builtin/notes/owner.tsx

@@ -5,8 +5,8 @@ import { QueryBar } from "../../../components/ui/query-bar";
 import { Box, Text } from "../../../ui";
 import type { DialogApi, PromptContext } from "../../../ui/dialog";
 import { colors } from "../../../theme/colors";
-import { teamAccentHex, teamPrefix } from "../cloud/team/model";
-import { teamStore } from "../cloud/team/store";
+import { teamAccentHex, teamPrefix } from "../../../team/model";
+import { teamStore } from "../../../team/store";
 import { NoteConflictError, type NoteOwner, noteOwnerKey } from "./store";
 
 export function useNoteTeams(): TeamSummary[] {

package/src/plugins/builtin/options/carry.ts

@@ -48,6 +48,42 @@ export function optionCarry(
   return { extrinsic, extrinsicPerYear: days >= MIN_CARRY_DAYS ? extrinsic / spot / (days / 365) : null };
 }
 
+/**
+ * Extrinsic per year net of financing and dividends, a fraction of spot per
+ * year (`gloomberb options --leaps --columns carry-net`):
+ *
+ *   call: (extrinsic - strike x rate x years + spot x dividend yield x years) / spot / years
+ *   put:  (extrinsic + strike x rate x years - spot x dividend yield x years) / spot / years
+ *
+ * A call bought instead of the stock leaves the strike in cash earning the rate
+ * and forgoes the dividends; a put's midpoint already has both in it the other
+ * way round (put-call parity), so the signs turn. Simple interest over the same
+ * years as `optionCarry`. Null when the carry has no yearly figure.
+ */
+export function optionCarryNet(
+  carry: OptionCarry,
+  side: OptionSide,
+  strike: number,
+  spot: number,
+  rate: number,
+  dividendYield: number,
+): number | null {
+  if (carry.extrinsicPerYear == null || !positive(spot) || !positive(strike)) return null;
+  const financing = rate * strike / spot - dividendYield;
+  return side === "call" ? carry.extrinsicPerYear - financing : carry.extrinsicPerYear + financing;
+}
+
+/**
+ * Where the underlying has to finish for a contract bought at its midpoint to
+ * pay back at expiry: strike plus the midpoint for a call, strike less it for a
+ * put. Null without a two-sided quote.
+ */
+export function optionBreakeven(contract: Pick<OptionContract, "bid" | "ask" | "strike">, side: OptionSide): number | null {
+  const mid = optionMid(contract);
+  if (mid == null || !positive(contract.strike)) return null;
+  return side === "call" ? contract.strike + mid : contract.strike - mid;
+}
+
 /** Bid/ask width as a percent of the midpoint; null without a two-sided quote. */
 export function optionSpreadPercent(contract: Pick<OptionContract, "bid" | "ask">): number | null {
   const spread = optionSpread(contract);

package/src/plugins/builtin/options/open-interest-as-of.ts

@@ -4,11 +4,11 @@ import { loadOpenInterest, type OpenInterestPayload, type OptionsPositioningApi
 
 /**
  * The session a chain's open interest is counted at
- * (docs/research-data.md#greeks-spot-and-time). The chain carries no date for
- * its counts; OPX's listed open interest does, the session whose close its
- * counts are. That date is the chain's only when the chain's counts are
- * OPX's: every contract with a count in both agrees. Otherwise the date is not
- * stated, never borrowed.
+ * (docs/research-data.md#greeks-spot-and-time). Gloom Cloud states it on the
+ * chain (`openInterestAsOf`). A chain that does not say, from an older server,
+ * borrows OPX's listed date, the session whose close its counts are, only when
+ * the chain's counts are OPX's: every contract with a count in both agrees.
+ * Otherwise the date is not stated.
  */
 export interface OpenInterestAsOf {
   /** The session the chain's counts are as of, YYYY-MM-DD; null when it cannot be established. */
@@ -21,6 +21,17 @@ export interface OpenInterestAsOf {
   matched: number;
 }
 
+/**
+ * The date the chain states for its counts: a session, or null when none of
+ * its counts is dated. Undefined when the chain does not say, and only then is
+ * OPX's listing compared.
+ */
+export function statedOpenInterestAsOf(chain: Pick<OptionsChain, "openInterestAsOf">): OpenInterestAsOf | undefined {
+  const stated = chain.openInterestAsOf;
+  if (stated !== null && (typeof stated !== "string" || !/^\d{4}-\d{2}-\d{2}$/.test(stated))) return undefined;
+  return { date: stated, listedDate: null, compared: 0, matched: 0 };
+}
+
 export function chainOpenInterestAsOf(
   chain: Pick<OptionsChain, "calls" | "puts">,
   listed: Pick<OpenInterestPayload, "oiDate" | "strikes">,

package/src/plugins/builtin/options/view.tsx

@@ -6,7 +6,9 @@ import { isPlainKey } from "../../../utils/keyboard";
 import { formatCompact, formatPercentRaw } from "../../../utils/format";
 import { formatMarketPrice, formatSignedMarketPrice, liveQuoteFormatOptions } from "../../../market-data/market/format";
 import { formatExpDate, resolveOptionsTarget } from "../../../utils/options";
-import { expiryIsoDate, findListedExpiry, formatDaysToExpiry, daysToExpiry, missingExpiryText, readOptionExpiration } from "../../../utils/option-expiry";
+import {
+  expiryIsoDate, findListedExpiry, formatDaysToExpiry, daysToExpiry, missingExpiryMessage, missingExpiryText, readOptionExpiration,
+} from "../../../utils/option-expiry";
 import { canonicalTickerKey } from "../../../utils/exchanges";
 import { isOptionsUnavailableError, listedOptionsAlternative, optionsUnavailableTitle } from "../../../market-data/options-alternatives";
 import { useChartQueries, useOptionsQuery, useResolvedEntryValue, useTickerFinancials } from "../../../market-data/hooks";
@@ -73,7 +75,7 @@ import { useOptionsSessionOpen, useThrottledValue } from "../shared/volatility/l
 import { useRemoteUiNode } from "../../../remote/semantic-tree";
 import { optionCarry, optionCostOfSpot } from "./carry";
 import { formatModelSpotPrice, modelSpotLabel, optionModelSpot } from "./model-spot";
-import { chainOpenInterestAsOf, loadListedOpenInterest, openInterestAsOfLabel } from "./open-interest-as-of";
+import { chainOpenInterestAsOf, loadListedOpenInterest, openInterestAsOfLabel, statedOpenInterestAsOf } from "./open-interest-as-of";
 import { useAsyncResource } from "../../../react/async-resource";
 import {
   ALL_STRIKES,
@@ -402,7 +404,7 @@ export function OptionsView({ width, height, focused, nestedInTabs = false, ivRa
   const expiryAsOfMs = Number.isFinite(chainAsOfMs) ? chainAsOfMs : Date.now();
   const expiryDate = selectedExpiration == null ? "" : expiryIsoDate(selectedExpiration);
   const expiryDays = selectedExpiration == null ? "" : formatDaysToExpiry(selectedExpiration, expiryAsOfMs);
-  useRemoteUiNode(expiryDate && chain ? {
+  useRemoteUiNode(expiryDate && chain && !expirationUnavailable ? {
     role: "report-notice",
     label: "Expiry",
     getMetadata: () => ({
@@ -411,6 +413,12 @@ export function OptionsView({ width, height, focused, nestedInTabs = false, ivRa
       value: { date: expiryDate, daysToExpiry: daysToExpiry(selectedExpiration!, expiryAsOfMs) },
     }),
   } : null);
+  // `fn OMON --expiration` on a date the chain cannot show fails as `options --expiration` does.
+  useRemoteUiNode(expirationUnavailable && selectedExpiration != null && effectiveTicker ? {
+    role: "report-failure",
+    label: "Expiry unavailable",
+    getMetadata: () => missingExpiryMessage(effectiveTicker, selectedExpiration, availableExpirations),
+  } : null);
   // A refresh that failed keeps the last chain, which is then stale.
   const asOfEntry = strikeChain == null ? null : strikeChain === expirationChain ? expirationChainEntry : initialChainEntry;
   const chainDelay = asOfChain?.delayMinutes ?? 0;
@@ -529,12 +537,16 @@ export function OptionsView({ width, height, focused, nestedInTabs = false, ivRa
       isPositionStrike: !!parsed && strike === parsed.strike,
     };
   }), [callsByStrike, dividendYield, greeksSpot, parsed, putsByStrike, spot, strikes, volatilities]);
-  // The open interest's session, from OPX's listing of the same expiry, stated only when the counts are OPX's.
-  const listedExpiry = selectedExpiration == null || !effectiveTicker ? null : expiryIsoDate(selectedExpiration);
+  // The open interest's session: the chain's own, or for a chain that does not say, OPX's listing of the
+  // same expiry, stated only when the counts are OPX's.
+  const statedOpenInterest = useMemo(() => strikeChain ? statedOpenInterestAsOf(strikeChain) : undefined, [strikeChain]);
+  const listedExpiry = selectedExpiration == null || !effectiveTicker || !strikeChain || statedOpenInterest
+    ? null : expiryIsoDate(selectedExpiration);
   const listedLoader = useCallback(() => loadListedOpenInterest(effectiveTicker, listedExpiry!), [effectiveTicker, listedExpiry]);
   const listedOpenInterest = useAsyncResource(listedExpiry ? listedLoader : null);
-  const openInterestAsOf = useMemo(() => strikeChain && listedOpenInterest.data ? chainOpenInterestAsOf(strikeChain, listedOpenInterest.data) : null,
-    [strikeChain, listedOpenInterest.data]);
+  const openInterestAsOf = useMemo(() => statedOpenInterest
+    ?? (strikeChain && listedOpenInterest.data ? chainOpenInterestAsOf(strikeChain, listedOpenInterest.data) : null),
+  [statedOpenInterest, strikeChain, listedOpenInterest.data]);
   // A report of the pane (`gloomberb fn OMON`) names them too.
   useRemoteUiNode(modelSpot ? {
     role: "report-notice",

package/src/plugins/builtin/options-calculator/pane.tsx

@@ -1,11 +1,12 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { FieldGrid, KeyValueRow, QueryBar, usePaneFooter, usePaneNoticeFooter, type GridField } from "../../../components";
+import { CompositeChart } from "../../../components/chart/composite/composite-chart";
 import { useAsyncResource, useInputCapture } from "../../../public/react";
 import { useShortcut } from "../../../react/input";
 import { useAppSelector, usePaneInstance, usePaneStateValue } from "../../../state/app/context";
 import { colors } from "../../../theme/colors";
 import type { PaneProps } from "../../../types/plugin";
-import { Box, ScrollBox } from "../../../ui";
+import { Box, ScrollBox, Text } from "../../../ui";
 import { formatNumber } from "../../../utils/format";
 import { isPlainKey } from "../../../utils/keyboard";
 import { OPTIONS_CALCULATOR_PANE_ID, describeDraftProblem, draftFromParams, reconcileOptionCalcDraft, updateOptionCalcDraft, type OptionCalcDraft } from "./model";
@@ -20,6 +21,8 @@ import { useThrottledValue } from "../shared/volatility/live-session";
 import { valueBinomialOption, solveBinomialImpliedVolatility, effectiveBinomialSteps } from "./binomial";
 import { draftFromCalculatorInputs, parseCashDividends } from "./inputs";
 import { loadCalculatorSurfaceVol } from "./surface";
+import { loadContractPremiumHistory, premiumSeries } from "./premium-history";
+import type { ResolvedSeries } from "../../../time-series/types";
 import { OptionQuoteContext, optionQuoteContextHeight } from "../options/quote-context";
 import { useCalculatorEvidence, CALCULATOR_IGNORED_DIVIDENDS_NOTICE, type CalculatorScreenshotSnapshot } from "./evidence";
 
@@ -89,6 +92,12 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
   // any edit is theirs and ends the link for that input.
   const liveStreaming = useLiveStreamingSetting();
   const reference = draft.marketReference;
+  const contractSymbol = screenshotSnapshot ? null : reference?.contractSymbol ?? null;
+  const loadPremium = useCallback(async () => {
+    if (!contractSymbol) return [];
+    return loadContractPremiumHistory(contractSymbol);
+  }, [contractSymbol]);
+  const premiumResource = useAsyncResource(contractSymbol ? loadPremium : null);
   const priceLinked = !screenshotSnapshot && !!draft.marketPriceSource && !!reference && !!draft.symbol;
   const spotLinked = priceLinked && draft.spot === seed.spot;
   // One stable subscription while the price is linked: dropping the
@@ -331,6 +340,15 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
         {linkedDraft.marketReference && <Box paddingX={1} height={referenceHeight} flexShrink={0}>
           <OptionQuoteContext reference={linkedDraft.marketReference} width={resultWidth} height={referenceHeight} snapshot={!liveInputs} scrollable={false} />
         </Box>}
+        {contractSymbol ? (
+          <ContractPremiumChart
+            series={premiumSeries(premiumResource.data ?? [], colors.positive)}
+            loading={premiumResource.loading && !premiumResource.data}
+            unavailable={premiumResource.error != null && !premiumResource.data}
+            width={resultWidth}
+            focused={focused}
+          />
+        ) : null}
 
         <Box flexDirection={pairMetrics ? "row" : "column"} paddingX={1}>
           <KeyValueRow
@@ -366,6 +384,43 @@ export function OptionsCalculatorPane({ focused, width, height }: PaneProps) {
   );
 }
 
+const PREMIUM_CHART_ROWS = 8;
+
+function ContractPremiumChart({
+  series,
+  loading,
+  unavailable,
+  width,
+  focused,
+}: {
+  series: ResolvedSeries[];
+  loading: boolean;
+  unavailable: boolean;
+  width: number;
+  focused: boolean;
+}) {
+  const empty = unavailable ? "Premium history unavailable." : series.length < 1 ? "No premium history." : undefined;
+  return (
+    <Box flexDirection="column" paddingX={1} height={PREMIUM_CHART_ROWS} flexShrink={0}>
+      {empty && !loading ? (
+        <Text fg={colors.textDim}>{empty}</Text>
+      ) : (
+        <CompositeChart
+          series={series}
+          panels={[{ id: "main" }]}
+          width={width}
+          height={PREMIUM_CHART_ROWS}
+          focused={focused}
+          navigable={false}
+          remoteKind="option-premium-history"
+          formatValue={(value) => formatNumber(value, 2)}
+          emptyMessage={loading ? "Loading..." : "No premium history."}
+        />
+      )}
+    </Box>
+  );
+}
+
 function SurfaceNotices({ notices, focused }: { notices: string[]; focused: boolean }) {
   usePaneNoticeFooter({ registrationId: "ovme-surface-notices", notices, focused });
   return null;

package/src/plugins/builtin/options-calculator/premium-history.ts

@@ -0,0 +1,34 @@
+import { apiClient } from "../../../api-client";
+import { scalarPoint, staticSeries } from "../../../components/chart/static/series";
+import type { ResolvedSeries } from "../../../time-series/types";
+import { OPTIONS_QUOTE_EXCHANGE } from "../options/live-quotes";
+
+/** Daily closes for one listed contract. A typed premium has no contract to chart. */
+export async function loadContractPremiumHistory(
+  contractSymbol: string,
+  signal?: AbortSignal,
+): Promise<{ date: string; close: number }[]> {
+  const response = await apiClient.getCloudHistory(contractSymbol, OPTIONS_QUOTE_EXCHANGE, {
+    interval: "1day",
+    outputsize: 400,
+  }, signal ? { signal } : {});
+  const rows = response.data ?? [];
+  return rows.flatMap((row) => {
+    const close = row.close;
+    if (!row.date || !Number.isFinite(close) || close < 0) return [];
+    const time = Date.parse(row.date);
+    if (!Number.isFinite(time)) return [];
+    return [{ date: row.date, close }];
+  });
+}
+
+export function premiumSeries(
+  rows: readonly { date: string; close: number }[],
+  color: string,
+): ResolvedSeries[] {
+  if (rows.length < 2) return [];
+  return [staticSeries(
+    rows.map((row) => scalarPoint(new Date(row.date), row.close)),
+    { id: "premium", label: "Premium", color, calendarSpaced: true },
+  )];
+}

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

@@ -2,7 +2,7 @@ import type { AppConfig } from "../../../types/config";
 import type { Portfolio, PortfolioCash, TickerPosition, TickerRecord, Watchlist } from "../../../types/ticker";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
 import { slugifyName } from "../../../utils/slugify";
-import { parseCollectionRef } from "../cloud/team/collections";
+import { parseCollectionRef } from "../../../team/collections";
 import { findNamedCollection } from "../../../portfolio/collection-name";
 
 export interface DeleteWatchlistResult {

package/src/plugins/builtin/portfolio-list/pane/remove-ticker.ts

@@ -2,7 +2,7 @@ import { t, tf } from "../../../../i18n";
 import { formatMarketCost, formatMarketQuantity } from "../../../../market-data/market/format";
 import type { AppConfig } from "../../../../types/config";
 import type { TickerRecord } from "../../../../types/ticker";
-import { parseCollectionRef } from "../../cloud/team/collections";
+import { parseCollectionRef } from "../../../../team/collections";
 import { isManualPortfolio, removeTickerFromPortfolio, removeTickerFromWatchlist } from "../mutations";
 
 export interface RemovableCollection {

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

@@ -285,9 +285,11 @@ export function buildEventDetail({
   const comparison: EventDetailBlock[] = [
     ...(row.dateStatus && row.dateStatus !== "reported" ? [detailRow("Report date", row.date, row.dateStatus)] : []),
     detailRow("Actual", earningsInput(row.epsActual, row.epsCurrency),
-      row.epsBasis === "unknown" ? "basis unknown" : row.epsBasis),
+      row.epsActual == null ? undefined : row.epsBasis === "unknown" ? "basis unknown" : row.epsBasis),
+    // An upcoming estimate names its basis when it is adjusted (a REIT's FFO consensus).
     detailRow("Consensus", earningsInput(row.epsEstimate, row.epsCurrency),
-      row.epsAnalysts != null ? `${row.epsAnalysts} analysts` : undefined),
+      [row.epsAnalysts != null ? `${row.epsAnalysts} analysts` : null,
+        row.epsActual == null && row.epsBasis === "adjusted" ? "adjusted" : null].filter(Boolean).join(", ") || undefined),
   ];
   if (row.epsDifference != null) comparison.push(detailRow("Difference", earningsInput(row.epsDifference, row.epsCurrency)));
   if (row.surprisePercent != null) {

package/src/plugins/builtin/research/event-model.ts

@@ -20,6 +20,7 @@ import {
   epsBasisName,
   epsSurprise,
   inFiscalMonth,
+  showsEpsBasis,
   type EpsBasisName,
 } from "../shared/earnings-report";
 
@@ -46,7 +47,7 @@ export interface EventRow {
   epsEstimate?: number;
   epsDifference?: number;
   surprisePercent?: number;
-  /** A reported figure's basis; the same quarter is named the same way in ERN. */
+  /** A reported figure's basis, or an upcoming estimate's when it is adjusted; the same quarter is named the same way in ERN. */
   epsBasis?: EpsBasisName;
   /** Analysts behind `epsEstimate`, when known. */
   epsAnalysts?: number;
@@ -224,11 +225,12 @@ function ttmRow(
   };
 }
 
-/** A reported row names its basis and beat; a pending one whether its date is announced and its analysts. */
+/** A reported row names its basis and beat; a pending one whether its date is announced, its analysts and an adjusted estimate's basis. */
 function earningsDetail(earning: CorporateActionsData["earnings"][number]): string {
   if (earning.epsActual == null) {
     const status = earningsDateStatus(earning.dateStatus);
-    const parts = [status === "reported" ? null : status, earning.epsAnalysts != null ? `${earning.epsAnalysts} analysts` : null];
+    const parts = [status === "reported" ? null : status, earning.epsAnalysts != null ? `${earning.epsAnalysts} analysts` : null,
+      earningsEpsBasis(earning.epsBasis) === "adjusted" ? BASIS_TEXT.adjusted : null];
     return parts.filter(Boolean).join(", ") || "Pending";
   }
   const basis = BASIS_TEXT[epsBasisName(earningsEpsBasis(earning.epsBasis))];
@@ -341,7 +343,8 @@ export function buildEventRows(
       epsEstimate: earning.epsEstimate,
       epsDifference: earning.epsActual == null ? undefined : earning.difference,
       surprisePercent,
-      epsBasis: earning.epsActual == null ? undefined : epsBasisName(earningsEpsBasis(earning.epsBasis)),
+      epsBasis: showsEpsBasis({ epsActual: earning.epsActual, epsBasis: earningsEpsBasis(earning.epsBasis) })
+        ? epsBasisName(earningsEpsBasis(earning.epsBasis)) : undefined,
       epsAnalysts: earning.epsAnalysts,
       dateStatus: earningsDateStatus(earning.dateStatus) ?? undefined,
       providerId: data?.providerId,

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

@@ -37,6 +37,7 @@ export const SERIES_INVENTORY: readonly SeriesInventoryEntry[] = [
   { module: "realized-vol", chart: "Realized volatility cone and rolling windows", notInCatalog: "derived", reason: "The composer's realized volatility study draws it from any price series." },
   { module: "vol-surface", chart: "Implied volatility surface by strike and expiry", notInCatalog: "not-a-time-series", reason: "A surface over strike and tenor." },
   { module: "options-positioning", chart: "Open interest and gamma by strike and expiry", notInCatalog: "not-a-time-series", reason: "Plotted by strike and expiry, not by date." },
+  { module: "options-calculator", chart: "A linked option contract's daily premium", series: ["option:*"] },
   { module: "options-scenario", chart: "Option payoff by underlying price", notInCatalog: "not-a-time-series", reason: "A payoff curve over prices." },
   { module: "kelly-sizer", chart: "Position size against win rate", notInCatalog: "account", reason: "Drawn from the inputs typed into the sizer." },
   { module: "yield-curve", chart: "Treasury curve and each maturity's history", series: ["ust:*", "fred:T10Y2Y", "fred:T10Y3M", "fred:DFII*"] },

package/src/plugins/builtin/shared/earnings-report.ts

@@ -2,9 +2,10 @@ import type { EarningsDateStatus, EarningsEpsBasis } from "../../../types/financ
 
 /**
  * How every earnings surface (ERN, EE, the corporate-actions events and
- * their headless rows) reads and names a reported quarter's EPS basis and a
- * report date's status. Gloom Cloud resolves one figure per quarter; this
- * keeps the panes from naming it differently.
+ * their headless rows) reads and names a reported quarter's EPS basis, an
+ * upcoming estimate's when Gloom Cloud names one, and a report date's
+ * status. Gloom Cloud resolves one figure per quarter; this keeps the panes
+ * from naming it differently.
  */
 
 const BASES: ReadonlySet<string> = new Set<EarningsEpsBasis>(["gaap", "adjusted"]);
@@ -27,13 +28,18 @@ export function dateStatusFromEstimateFlag(isDateEstimate: boolean | null | unde
 export type EpsBasisName = "GAAP" | "adjusted" | "unknown";
 
 /** What the basis names mean, in every report's metadata. */
-export const EPS_BASIS_NOTE = "One reported EPS per quarter. GAAP: the quarter's diluted statement EPS. adjusted: the consensus-basis figure the estimate is measured against, which leaves out items the statements include. unknown: no statement on a comparable share basis to tell.";
+export const EPS_BASIS_NOTE = "One reported EPS per quarter. GAAP: the quarter's diluted statement EPS. adjusted: the consensus-basis figure the estimate is measured against, which leaves out items the statements include. unknown: no statement on a comparable share basis to tell. An upcoming report's estimate is labelled adjusted when it is the consensus on the adjusted basis the company's reports are on (a REIT's FFO), not a GAAP forecast.";
 
 /** The basis as rows, exports and tools name it. */
 export function epsBasisName(basis: EarningsEpsBasis | null): EpsBasisName {
   return basis === "gaap" ? "GAAP" : basis === "adjusted" ? "adjusted" : "unknown";
 }
 
+/** Whether a row names a basis: a reported figure always does, an upcoming estimate only when Gloom Cloud labels it. */
+export function showsEpsBasis(row: { epsActual: number | null | undefined; epsBasis: EarningsEpsBasis | null | undefined }): boolean {
+  return row.epsActual != null || row.epsBasis != null;
+}
+
 /** The basis in a table cell or a detail line. */
 export function epsBasisShort(basis: EarningsEpsBasis | null): string {
   return basis === "gaap" ? "GAAP" : basis === "adjusted" ? "adj" : "?";

package/src/renderers/dom/styles.css

@@ -1280,14 +1280,16 @@ html[data-gloom-screenshot="true"] [data-gloom-role="chart-watermark"] {
 }
 
 /* Reading columns (src/components/reader) set their type from their own
-   width, not from a count of cells: 1.45em, or 1.35em under 480px. */
+   width, not from a count of cells: body text at 1.1667em of the app's size
+   (14px), or 1.1em (13.2px) under 480px. The rest of the reader's scale is in
+   em of it (reader-text.tsx). */
 [data-gloom-ui="article-reader"],
 [data-gloom-ui="detail-reader"] {
   container-type: inline-size;
 }
 @container (max-width: 480px) {
   [data-gloom-ui="reader-column"] {
-    --reader-em: 1.35;
+    --reader-em: 1.1;
   }
 }
 /* A detail's facts: label and value pairs, two pairs to a row when the

package/src/sources/gloomberb-cloud/normalizers.ts

@@ -311,6 +311,8 @@ export function mapOptionsChain(
     delayMinutes: chain.delayMinutes,
     realtimeEligible: chain.realtimeEligible,
     asOf: chain.asOf,
+    // Left absent when the server does not send it, so the date is then established against OPX.
+    ...(chain.openInterestAsOf !== undefined ? { openInterestAsOf: chain.openInterestAsOf } : {}),
   };
 }