gloomberb 0.18.0 → 0.18.2

package/src/market-data/market/status.ts

@@ -4,6 +4,7 @@ import { isFiniteNumber } from "../../utils/guards";
 import { canonicalExchange, isKnownExchangeCode } from "../../utils/exchanges";
 import { quoteTradingDay } from "../quotes/day-range";
 import { isQuoteBeforeLatestSession } from "../quotes/freshness";
+import { delistingLabel, delistingStateLabel } from "../quotes/delisting";
 import { preMarketOpenOn, regularSessionCloseOn } from "./freshness";
 
 const CLOSED_CHANGE_MUTING_RATIO = 0.55;
@@ -66,6 +67,30 @@ export function marketStateLabel(state: MarketState): string {
 const STALE_SESSION_LABEL = "STALE";
 
 const WEEKDAYS = ["Sun", "Mon", "Tue", "Wed", "Thu", "Fri", "Sat"] as const;
+const MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
+
+/** The books an extended session's bid and ask belong to, as `ticker` names them. */
+const EXTENDED_BOOK_LABELS: Partial<Record<MarketState, string>> = { PRE: "pre-market book", POST: "after-hours book" };
+
+/**
+ * What a quote's bid and ask are when the regular session is not on: the
+ * pre-market or after-hours book, or a closed market's last quote with the
+ * day it is from (ITA's $202.00 against $208.74 around a $206.65 close is no
+ * open book). Null in the regular session or without a known state, when the
+ * book is the live one. `ticker` prints it after Bid / Ask; the overview's
+ * header already names the session, so its quote book does not repeat it.
+ */
+export function quoteBookSessionLabel(quote: Quote): string | null {
+  const state = quote.marketState;
+  if (!state || state === "REGULAR") return null;
+  const extended = EXTENDED_BOOK_LABELS[state];
+  if (extended) return extended;
+  const day = quoteTradingDay(quote);
+  const date = day ? new Date(`${day}T00:00:00Z`) : null;
+  return date && Number.isFinite(date.getTime())
+    ? `last quote, ${WEEKDAYS[date.getUTCDay()]} ${date.getUTCDate()} ${MONTHS[date.getUTCMonth()]}`
+    : "last quote";
+}
 
 /** `Thu close`: the weekday of the session whose close a quote still stands at. */
 function closeLabel(date: string): string {
@@ -75,9 +100,12 @@ function closeLabel(date: string): string {
 /**
  * A quote's market state as a status cell names it (marketStateLabel), STALE
  * for a print older than its venue's latest session, and the close it stands
- * at (`Thu close`) in a pre-market nothing has traded in yet.
+ * at (`Thu close`) in a pre-market nothing has traded in yet. A listing that
+ * no longer trades says so with its last session ("Delisted Oct 27, 2022"),
+ * whatever state its last print carries.
  */
 export function quoteMarketStateLabel(quote: Quote | null | undefined, now = Date.now()): string | null {
+  if (quote?.delisting) return delistingLabel(quote.delisting);
   if (!quote?.marketState) return null;
   if (isQuoteBeforeLatestSession(quote, now)) return STALE_SESSION_LABEL;
   const awaiting = preMarketCloseAwaitingPrint(quote);
@@ -160,8 +188,9 @@ function overnightSessionDisplay(quote: Quote): ExtendedSessionDisplay | null {
 }
 
 /**
- * A quote's session as a status cell names it: STALE when its last print is
- * older than its venue's latest completed session (isQuoteBeforeLatestSession),
+ * A quote's session as a status cell names it: "Delisted Oct 27, 2022" (or
+ * "Last traded ...") for a listing that no longer trades, STALE when its last
+ * print is older than its venue's latest completed session (isQuoteBeforeLatestSession),
  * the overnight session while the quote is priced by it, the close it stands
  * at (`Thu close`) in a pre-market nothing has traded in yet, else its market
  * state (marketStateLabel). The exchange stays closed overnight, so the state
@@ -174,13 +203,15 @@ export function quoteSessionLabel(quote: Quote | null | undefined, now = Date.no
 /**
  * quoteSessionLabel as an export keeps it, one of a fixed set: the market
  * state (`PRE-MKT`) in a pre-market nothing has traded in yet, where the
- * status cell names the close (`Thu close`).
+ * status cell names the close (`Thu close`), and DELISTED or INACTIVE for a
+ * listing that no longer trades, its date being the export's own field.
  */
 export function quoteSessionStateLabel(quote: Quote | null | undefined, now = Date.now()): string | null {
   return sessionLabel(quote, now, false);
 }
 
 function sessionLabel(quote: Quote | null | undefined, now: number, standingClose: boolean): string | null {
+  if (quote?.delisting) return standingClose ? delistingLabel(quote.delisting) : delistingStateLabel(quote.delisting);
   if (!quote?.marketState) return null;
   if (isQuoteBeforeLatestSession(quote, now)) return STALE_SESSION_LABEL;
   if (overnightSessionDisplay(quote)) return "OVERNIGHT";
@@ -189,11 +220,13 @@ function sessionLabel(quote: Quote | null | undefined, now: number, standingClos
 }
 
 /**
- * The color of quoteSessionLabel: STALE in the warning color every stale
- * mark uses, an extended session's while the overnight session prices the
- * quote, a closed session's for the close a pre-market still stands at.
+ * The color of quoteSessionLabel: STALE, and a listing that no longer trades,
+ * in the warning color every stale mark uses, an extended session's while the
+ * overnight session prices the quote, a closed session's for the close a
+ * pre-market still stands at.
  */
 export function quoteSessionColor(quote: Quote | null | undefined, palette: ThemeColors = colors, now = Date.now()): string {
+  if (quote?.delisting) return palette.warning;
   if (!quote?.marketState) return palette.textDim;
   if (isQuoteBeforeLatestSession(quote, now)) return palette.warning;
   if (overnightSessionDisplay(quote)) return marketStateColor("POST", palette);
@@ -206,7 +239,7 @@ export function quoteSessionColor(quote: Quote | null | undefined, palette: Them
  * with no known session rather than an open market.
  */
 export function quoteDotMarketState(quote: Quote | null | undefined, now = Date.now()): MarketState | undefined {
-  return quote && !isQuoteBeforeLatestSession(quote, now) ? quote.marketState : undefined;
+  return quote && !quote.delisting && !isQuoteBeforeLatestSession(quote, now) ? quote.marketState : undefined;
 }
 
 /** Closed prices are final snapshots, so they should not look live or directional. */
@@ -378,6 +411,8 @@ export function quoteHeadlineTime(quote: Quote): number {
  */
 export function getRegularSessionDisplay(quote: Quote | null | undefined): ActiveQuoteDisplay | null {
   if (!quote) return null;
+  // A listing that no longer trades: its last session's close, which moves no more.
+  if (quote.delisting) return { price: quote.price };
   const session = completedRegularSession(quote);
   if (session == null) return { price: quote.price, change: quote.change, changePercent: quote.changePercent };
   const { close, reported } = session;
@@ -390,6 +425,17 @@ export function getRegularSessionDisplay(quote: Quote | null | undefined): Activ
   return { price: close, change, changePercent: (change / reference) * 100 };
 }
 
+/**
+ * The exchange-local session getRegularSessionDisplay's move belongs to: the
+ * completed session's while the headline still shows its close (a pre-market
+ * quote before anything trades, whose own session is the day ahead), the
+ * quote's declared session otherwise. Null when the quote names neither.
+ */
+export function regularSessionDisplayDate(quote: Quote | null | undefined): string | null {
+  if (!quote) return null;
+  return completedRegularSession(quote)?.date ?? quote.changeSessionDate ?? null;
+}
+
 /**
  * getRegularSessionDisplay once the regular session is over (and in the
  * pre-market, while the quote carries the last session's close and move), null
@@ -429,7 +475,7 @@ export function getRegularSessionBarClose(quote: Quote | null | undefined): { pr
  * when there is no extended print to show.
  */
 export function getExtendedSessionDisplay(quote: Quote | null | undefined): ExtendedSessionDisplay | null {
-  if (!quote) return null;
+  if (!quote || quote.delisting) return null;
   const overnight = overnightSessionDisplay(quote);
   if (overnight) return overnight;
   const state = quote.marketState;

package/src/market-data/market/year-to-date.ts

@@ -0,0 +1,46 @@
+import { barLastSession } from "./bar-period";
+
+const MONTHS = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"] as const;
+
+/**
+ * The session a year-to-date figure dated `day` is measured from at `venue`:
+ * the venue's last close of the year before, `YYYY-MM-DD`. 2026 runs from
+ * Wed 31 Dec 2025, 2023 from Fri 30 Dec 2022 (31 Dec was a Saturday). A venue
+ * whose sessions are unknown reads December's last weekday.
+ */
+export function yearToDateBaseDay(day: string, venue: string | undefined, now = Date.now()): string | null {
+  if (!/^\d{4}-\d{2}-\d{2}/.test(day)) return null;
+  return barLastSession(`${Number(day.slice(0, 4)) - 1}-12-01`, "month", venue, now);
+}
+
+/** That close as a column header names it, `31 Dec`. */
+export function yearToDateBaseLabel(day: string, venue: string | undefined, now = Date.now()): string {
+  const base = yearToDateBaseDay(day, venue, now) ?? `${Number(day.slice(0, 4)) - 1}-12-31`;
+  const date = new Date(`${base}T00:00:00Z`);
+  return Number.isFinite(date.getTime()) ? `${date.getUTCDate()} ${MONTHS[date.getUTCMonth()]}` : "31 Dec";
+}
+
+/**
+ * Where a year-to-date run of bars starts: the last bar whose close is from on
+ * or before 31 Dec of the year before the newest bar, the close the year is
+ * measured from, never the year's first session. A weekly bar (dated by its
+ * week's start) closes as its week ends and a monthly one as its month does,
+ * so the week of Mon 29 Dec 2025, which closes on 2 Jan, is after it. 0 when
+ * every bar is from the year itself (a listing that started trading in it);
+ * -1 without bars.
+ */
+export function yearToDateStartIndex(dates: readonly string[], interval?: string | null): number {
+  const last = dates.at(-1);
+  if (!last) return -1;
+  const yearEnd = `${Number(last.slice(0, 4)) - 1}-12-31`;
+  const closes = (date: string) => {
+    const day = Date.parse(`${date.slice(0, 10)}T00:00:00Z`);
+    if (interval === "1wk") return new Date(day + 6 * 86_400_000).toISOString().slice(0, 10);
+    if (interval === "1mo") return new Date(Date.UTC(new Date(day).getUTCFullYear(), new Date(day).getUTCMonth() + 1, 0)).toISOString().slice(0, 10);
+    return date.slice(0, 10);
+  };
+  for (let index = dates.length - 1; index >= 0; index -= 1) {
+    if (closes(dates[index]!) <= yearEnd) return index;
+  }
+  return 0;
+}

package/src/market-data/quotes/contributions.ts

@@ -212,12 +212,24 @@ export function mergeQuoteContribution(
     overnightPriceKind: next.overnightPriceKind,
     // The board this observation was read on; one read on the listing's own line names none.
     tradingExchangeName: next.tradingExchangeName,
+    // Whether the listing no longer trades is said with each observation: a symbol that trades again drops it.
+    delisting: next.delisting,
     regularClose: next.regularClose,
     regularCloseSessionDate: next.regularClose != null ? next.regularCloseSessionDate : undefined,
     regularChange: next.regularClose != null ? next.regularChange : undefined,
     regularChangePercent: next.regularClose != null ? next.regularChangePercent : undefined,
   };
 
+  // What this observation's move is from, when not its previous close (a coin's
+  // 24 hours, Linear: GLO-1089), is said with each one: a quote back on its
+  // previous close drops an earlier "24h", and one on 24 hours drops the
+  // earlier close its move no longer runs from.
+  if (next.changeBasis == null) {
+    delete merged.changeBasis;
+  } else if (next.previousClose === undefined) {
+    delete merged.previousClose;
+  }
+
   if (isOtherTradingDay(current, next)) {
     const record = merged as unknown as Record<string, unknown>;
     for (const field of TRADING_DAY_FIELDS) {

package/src/market-data/quotes/delisting.ts

@@ -0,0 +1,34 @@
+import type { ListingDelisting } from "../../types/financials";
+import { tf } from "../../i18n";
+import { formatShortDate } from "../../utils/datetime-format";
+
+const DATE = /^\d{4}-\d{2}-\d{2}$/;
+
+/**
+ * A listing's delisting as Gloom Cloud sends it, or undefined for anything
+ * else: the service's answer is untrusted, and a malformed one must not mark
+ * a listing that trades.
+ */
+export function parseListingDelisting(value: unknown): ListingDelisting | undefined {
+  if (!value || typeof value !== "object") return undefined;
+  const { status, lastTradeDate, historyStart } = value as Record<string, unknown>;
+  if (status !== "delisted" && status !== "inactive") return undefined;
+  if (typeof lastTradeDate !== "string" || !DATE.test(lastTradeDate)) return undefined;
+  if (typeof historyStart !== "string" || !DATE.test(historyStart) || historyStart > lastTradeDate) return undefined;
+  return { status, lastTradeDate, historyStart };
+}
+
+/**
+ * What a listing that no longer trades reads as beside its symbol, always with
+ * its last session: "Delisted Oct 27, 2022" when the exchange's removal is on
+ * record, "Last traded Apr 28, 2023" when only the last trade is known.
+ */
+export function delistingLabel(delisting: ListingDelisting): string {
+  const date = formatShortDate(delisting.lastTradeDate, { utc: true });
+  return delisting.status === "delisted" ? tf("Delisted {date}", { date }) : tf("Last traded {date}", { date });
+}
+
+/** The state alone, for a cell that names a session in a word (OPEN, CLOSED): DELISTED or INACTIVE. */
+export function delistingStateLabel(delisting: ListingDelisting): "DELISTED" | "INACTIVE" {
+  return delisting.status === "delisted" ? "DELISTED" : "INACTIVE";
+}

package/src/market-data/quotes/live-valuation.ts

@@ -189,6 +189,29 @@ export function liveFiftyTwoWeekRange(
   return high > low ? { low, high } : null;
 }
 
+/**
+ * The currency an analyst's targets are written in: the one the target or its
+ * research names, whatever the quote's (a target in pounds under a quote in
+ * pence stays in pounds). When neither names one, the quote's, but its major
+ * unit when the quote is in a minor one (GBp, USX) and the target's reference
+ * price, or the target itself, is a hundred times under the quote's price.
+ */
+export function analystTargetDisplayCurrency(
+  analyst: AnalystResearchData | null | undefined,
+  quoteCurrency: string,
+  currentPrice: number | null | undefined,
+): string {
+  const named = analyst?.priceTarget?.currency?.trim() || analyst?.currency?.trim();
+  if (named) return named;
+  const unit = resolveCurrencyUnit(quoteCurrency);
+  if (unit.divisor === 1 || !positive(currentPrice)) return quoteCurrency;
+  const target = analyst?.priceTarget;
+  const sample = [target?.current, target?.average, target?.median].find(positive);
+  return sample != null && sample < currentPrice
+    && hasLikelyQuoteUnitMismatch({ currency: quoteCurrency, price: sample }, { currency: quoteCurrency, price: currentPrice })
+    ? unit.currency : quoteCurrency;
+}
+
 /**
  * The price an analyst target is compared with. The current price when the
  * target is quoted in the listing's currency; otherwise the research snapshot's

package/src/market-data/quotes/resolution.ts

@@ -213,7 +213,9 @@ function assignDailyChangeFields(
   const referenceProvider = buildDailyReferenceCandidates(candidates, priceProvider)[0];
   if (!referenceProvider) {
     pickField(target, provenance, "previousClose", candidates);
-    pickField(target, provenance, "change", candidates);
+    // A move not from a previous close says what it is from (a coin's 24 hours,
+    // Linear: GLO-1089), and that is said by the source whose move it is.
+    assignField(target, provenance, "changeBasis", pickField(target, provenance, "change", candidates));
     pickField(target, provenance, "changePercent", candidates);
     return;
   }
@@ -222,7 +224,7 @@ function assignDailyChangeFields(
   const price = target.price;
   const previousClose = target.previousClose;
   if (!finitePositiveNumber(price) || !finitePositiveNumber(previousClose)) {
-    pickField(target, provenance, "change", candidates);
+    assignField(target, provenance, "changeBasis", pickField(target, provenance, "change", candidates));
     pickField(target, provenance, "changePercent", candidates);
     return;
   }
@@ -495,6 +497,8 @@ export function resolveCanonicalQuote(
     currency: String(resolved.currency ?? priceProvider?.currency ?? contributions[0]!.currency ?? ""),
     change: resolved.change ?? Number.NaN,
     changePercent: resolved.changePercent ?? Number.NaN,
+    // What that move is from when it is not previousClose; absent when it is.
+    ...(resolved.changeBasis ? { changeBasis: resolved.changeBasis } : {}),
     previousClose: resolved.previousClose as Quote["previousClose"],
     regularClose: priceProvider?.regularClose,
     regularCloseSessionDate: priceProvider?.regularClose != null ? priceProvider.regularCloseSessionDate : undefined,
@@ -534,6 +538,8 @@ export function resolveCanonicalQuote(
     overnightPriceKind: priceProvider?.overnightPriceKind,
     // An index's regular sessions come with the print they date.
     indexSession: priceProvider?.indexSession,
+    // A listing that no longer trades: the price is its last trade.
+    delisting: priceProvider?.delisting,
     bid: resolved.bid as Quote["bid"],
     ask: resolved.ask as Quote["ask"],
     bidSize: resolved.bidSize as Quote["bidSize"],

package/src/market-data/tax-equivalent.ts

@@ -161,6 +161,8 @@ export function taxEquivalentYield(yieldPercent: number, combinedRatePercent: nu
 export interface TaxEquivalentAnalysis {
   symbol: string;
   rates: TaxRates;
+  /** A failed prerequisite check, distinct from a confirmed inapplicable fund. */
+  checkError?: string;
   /** Why there is no tax-equivalent yield: the fund is not a muni fund, or nothing classes it. */
   notApplicable?: string;
   /** The rate the yield is grossed up by: federal, plus the state's for one of its own funds. */
@@ -187,16 +189,18 @@ function formatRate(value: number): string {
  * fund its sponsor classes as municipal has one; any other says why not.
  */
 export function analyzeTaxEquivalent({
-  symbol, bond, rates, distribution, treasury,
+  symbol, bond, rates, distribution, treasury, checkError,
 }: {
   symbol: string;
   bond: FundBondFacts | null | undefined;
   rates: TaxRates;
+  checkError?: string;
   /** The distribution yield in percent and its label, for a fund without a SEC yield. */
   distribution?: YieldBasis | null;
   /** The Treasury curve's points, or null when it could not be read. */
   treasury?: readonly TreasuryTenor[] | null;
 }): TaxEquivalentAnalysis {
+  if (checkError) return { symbol, rates, checkError };
   if (!bond) {
     return { symbol, rates, notApplicable: `no tax-equivalent yield: ${symbol} is not a bond fund with sponsor figures (iShares, Vanguard and SPDR bond ETFs have them)` };
   }
@@ -257,6 +261,9 @@ export interface TaxEquivalentLine {
  *   Muni/Treasury ratio   81.0% (SEC yield 4.04% / 7Y Treasury 4.99% on 2026-10-16, the tenor nearest its 7.13-year duration)
  */
 export function taxEquivalentLines(analysis: TaxEquivalentAnalysis): TaxEquivalentLine[] {
+  if (analysis.checkError) {
+    return [{ key: "taxEquivalentYield", label: "Tax-equivalent yield", text: analysis.checkError, value: null }];
+  }
   const { rates } = analysis;
   const stateText = !rates.state ? (analysis.notApplicable ? "federal" : "federal; no state rate given")
     : analysis.stateApplied ? `federal ${formatRate(rates.federal)} + ${rates.state.code} ${formatRate(rates.state.rate)}`
@@ -302,7 +309,8 @@ export function taxEquivalentJson(tax: TaxEquivalentAnalysis) {
       value: tax.ratio.value, tenor: tax.ratio.treasury.tenor, treasuryYield: tax.ratio.treasury.yield,
       treasuryAsOf: tax.ratio.treasury.asOf, durationYears: tax.ratio.durationYears,
     } : null,
-    notes: [tax.notApplicable, tax.stateNote, tax.ratioNote].filter((note): note is string => !!note),
+    ...(tax.checkError ? { checkError: tax.checkError } : {}),
+    notes: [tax.checkError, tax.notApplicable, tax.stateNote, tax.ratioNote].filter((note): note is string => !!note),
     formula: TAX_EQUIVALENT_FORMULA,
     ratioFormula: MUNI_TREASURY_RATIO_FORMULA,
   };

package/src/notifications/app-notifier.ts

@@ -245,8 +245,8 @@ export function createAppNotifier({
 }: CreateAppNotifierOptions): AppNotifier {
   return {
     notify(request) {
-      // A missed price, catalyst or team notice waits in the Unread list; using
-      // its toast action means it was seen.
+      // A missed price, catalyst, economic release or team notice waits in the
+      // Unread list; using its toast action means it was seen.
       const logged = appendNotificationLog(request);
       const notification: AppNotificationRequest = logged && request.action
         ? {

package/src/notifications/notification-log.ts

@@ -6,20 +6,22 @@ export const NOTIFICATION_LOG_LIMIT = 300;
 
 /**
  * The notices worth finding again after their toast is gone: a price alert or
- * a catalyst that fired, and a team card. Chat keeps its own unread state on
- * the account, and plain info, success and error toasts are not logged.
+ * a catalyst that fired, a high-impact economic print, and a team card. Chat
+ * keeps its own unread state on the account, and plain info, success and
+ * error toasts are not logged.
  */
-export type MissedNoticeKind = "price" | "catalyst" | "team";
+export type MissedNoticeKind = "price" | "catalyst" | "econ" | "team";
 
 const KIND_PREFIXES: ReadonlyArray<readonly [MissedNoticeKind, string]> = [
   ["price", "price:"],
   ["catalyst", "catalyst:"],
+  ["econ", "econ:"],
   ["team", "team:"],
 ];
 
 export interface NotificationLogEntry {
   id: string;
-  /** `price:<alertId>`, `catalyst:<eventId>` or `team:<cardId>`. A later notice with the same ref updates this row. */
+  /** `price:<alertId>`, `catalyst:<eventId>`, `econ:<eventId>` or `team:<cardId>`. A later notice with the same ref updates this row. */
   refId: string;
   title?: string;
   body: string;
@@ -134,8 +136,8 @@ export function unreadNotificationLogCount(log: readonly NotificationLogEntry[]
 }
 
 /**
- * Records a notice whose `refId` names a price alert, a catalyst or a team
- * card; anything else returns null and is not kept. The same ref replaces its
+ * Records a notice whose `refId` names a price alert, a catalyst, an economic
+ * release or a team card; anything else returns null and is not kept. The same ref replaces its
  * row: a price alert that fires again is new and unread again.
  */
 export function appendNotificationLog(

package/src/plugins/builtin/alerts/cli.ts

@@ -2,11 +2,12 @@ import { withConfigData, withMarketData } from "../../../cli/scoped-context";
 import { CLI_COMMAND_GROUPS } from "../../../cli/help";
 import { dryRunNote } from "../../../cli/helpers";
 import { requireArg, takeOption } from "../../../cli/commands/command-utils";
-import { EXCHANGE_OPTION, listingReadNotes, requireListingArg, type ListingArg } from "../../../cli/listing-arg";
+import { requireQuotedListing } from "../../../cli/quote-answer";
+import { EXCHANGE_OPTION, listingReadNotes, requireListingArg } from "../../../cli/listing-arg";
 import { saveConfig } from "../../../data/config/store";
-import type { CliCommandContext, CliCommandDef } from "../../../types/plugin";
+import type { CliCommandDef } from "../../../types/plugin";
+import type { Quote } from "../../../types/financials";
 import { getActiveQuoteDisplay } from "../../../market-data/market/status";
-import { settleWithin } from "../../../utils/async-deadline";
 import { cliStyles } from "../../../utils/cli-output";
 import { ambiguousNumberMessage, meantThousandsDot, parsePastedNumber, thousandsDotReadings, type ThousandsDotReadings } from "../../../utils/decimal-comma";
 import { newYorkToday } from "../earnings/board-model";
@@ -38,6 +39,15 @@ import { scheduledEventSources } from "./scheduled-sources";
 import { readAlertStores } from "./storage";
 import type { AlertCondition, AlertRule } from "./types";
 
+/**
+ * What delivers a price alert, as docs/usage.md states it: the app checks it on
+ * every tick while it runs. Signed in with Cloud sync on, Gloom Cloud also
+ * pushes the trigger to a registered phone, and emails it once no app has
+ * synced the account for a while, so a rule the app has synced reaches you
+ * with the app closed. Signed out, only the running app does.
+ */
+const PRICE_DELIVERY = "the app alerts while it is running; sign in with Cloud sync for email or phone alerts when it is closed";
+
 const ADD_USAGE = "Usage: gloomberb alerts add <symbol> <above|below|crosses> <price>, alerts add <symbol> earnings [--days <n>], or alerts add <CPI|FOMC> [--days <n>]";
 const DAYS_RULE = `--days takes a whole number of days from 1 to ${MAX_LEAD_DAYS}; without it the alert goes off 1 day before.`;
 
@@ -112,19 +122,13 @@ function retypeCommand(symbol: string, condition: AlertCondition, price: number,
   return `gloomberb alerts add ${symbol} ${condition} ${price}${exchange ? ` --exchange ${exchange}` : ""}`;
 }
 
-const LAST_PRICE_TIMEOUT_MS = 10_000;
-
 /**
  * The listing's last price, as the alert will check it, for telling 81.000
  * typed for 81000 from 81; null when there is none, and the price is then
  * read as written.
  */
-async function lastPrice(listing: ListingArg, ctx: Pick<CliCommandContext, "initMarketData">): Promise<number | null> {
-  const quote = await settleWithin(
-    withMarketData(ctx, (market) => market.dataProvider.getQuote(listing.key.toUpperCase(), listing.exchange)),
-    LAST_PRICE_TIMEOUT_MS,
-  );
-  const price = quote ? getActiveQuoteDisplay(quote)?.price ?? quote.price : null;
+function lastPrice(quote: Quote): number | null {
+  const price = getActiveQuoteDisplay(quote)?.price ?? quote.price;
   return price != null && Number.isFinite(price) && price !== 0 ? price : null;
 }
 
@@ -271,13 +275,17 @@ export const alertsCliCommand: CliCommandDef = {
       }
     };
     const request = action === "add" ? parseAdd() : null;
-    const priceListing = request?.kind === "price" ? await requireListingArg(request.symbol, exchangeOption, ctx) : null;
-    if (request?.kind === "price" && request.thousandsDot && priceListing) {
-      const question = thousandsDotMessage(request, priceListing.key, await lastPrice(priceListing, ctx), exchangeOption);
+    // A price alert is kept for the listing `quote` prints for the symbol, and for no symbol that quotes nothing.
+    const priced = request?.kind === "price"
+      ? await withMarketData(ctx, (market) => requireQuotedListing(request.symbol, exchangeOption, market, ctx, "alerts add"))
+      : null;
+    const priceListing = priced?.listing ?? null;
+    if (request?.kind === "price" && request.thousandsDot && priced) {
+      const question = thousandsDotMessage(request, priced.listing.key, lastPrice(priced.quote), exchangeOption);
       if (question) ctx.fail(question);
     }
-    // What a typed listing was read as (7203:TSE as 7203:JPX), said beside what was added.
-    let read = priceListing ? listingReadNotes(priceListing) : [];
+    // What a typed listing was read as (7203:TSE as 7203:JPX, MXN as MXN:FWB2), said beside what was added.
+    let read = priced?.notes ?? [];
     let newEventRule: EventAlertRule | null = null;
     if (request && request.kind !== "price") {
       const target: ScheduledEventTarget = request.kind === "macro"
@@ -356,8 +364,8 @@ export const alertsCliCommand: CliCommandDef = {
         const alert = createAlert(symbol, condition, price, priceListing?.exchange);
         await save({ alerts: [...alerts, alert] });
         ctx.printResult({ data: { changed: !ctx.cliOptions.dryRun, dryRun: ctx.cliOptions.dryRun, alert }, ...(read.length > 0 ? { warnings: read } : {}) }, {
-          // No full stop after the price, which would read as part of it (below 81.).
-          text: (data) => `Added alert ${data.alert.id}: ${symbol} ${condition} ${price}${dryRunNote(data.dryRun)}`,
+          // The delivery, as docs/usage.md states it, before any full stop, which after the price would read as part of it (below 81.).
+          text: (data) => `Added alert ${data.alert.id}: ${symbol} ${condition} ${price} (${PRICE_DELIVERY}).${dryRunNote(data.dryRun)}`,
         });
         return;
       }

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

@@ -139,7 +139,7 @@ async function historyResult(ctx: HeadlessPaneContext): Promise<HeadlessRowsResu
       offset = history.hasMore ? history.nextOffset : null;
     }
   } catch (error) {
-    throw explainRefusal(error, alertHistoryLockNote, { symbol: null, token: "ALRT" });
+    throw await explainRefusal(error, alertHistoryLockNote, { symbol: null, token: "ALRT" });
   }
   const unavailable = first?.status === "unavailable";
   return {

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

@@ -60,7 +60,7 @@ export const alertsPlugin: GloomPlugin = {
   id: "alerts",
   name: "Alerts",
   version: "1.0.0",
-  description: "Price, market and filing event alerts",
+  description: "Price, earnings, filing, news and flow alerts",
   toggleable: true,
   cliCommands: [alertsCliCommand],
 
@@ -189,7 +189,11 @@ export const alertsPlugin: GloomPlugin = {
       id: "set-event-alert",
       label: "Add Event Alert",
       description: "Create an alert before earnings, CPI or FOMC, or for filings, news and market moves",
-      keywords: ["alert", "event", "congress", "13f", "fund", "member", "follow", "earnings", "cpi", "fomc", "days before"],
+      keywords: [
+        "alert", "event", "congress", "13f", "fund", "member", "follow", "earnings", "cpi", "fomc", "days before",
+        "filing", "filings", "sec", "8-k", "news", "keyword", "analyst", "52-week", "unusual volume", "volume",
+        "short interest", "insider", "catalyst", "implied volatility", "iv spike", "options flow", "perps", "funding",
+      ],
       category: "data",
       wizardLayout: "form",
       wizard: [
@@ -348,8 +352,13 @@ export const alertsPlugin: GloomPlugin = {
       id: "alerts-pane",
       paneId: "alerts",
       label: "Alerts",
-      description: "Price, market and filing event alerts",
-      keywords: ["alerts", "price", "trigger", "alarm", "watch", "notify"],
+      description: "Price, earnings, filing, news and flow alerts",
+      keywords: [
+        "alerts", "alert", "price", "trigger", "alarm", "watch", "notify", "notification",
+        "earnings", "cpi", "fomc", "filing", "filings", "sec", "8-k", "13f", "news", "keyword",
+        "analyst", "upgrade", "downgrade", "52-week", "unusual volume", "volume", "short interest",
+        "insider", "congress", "catalyst", "implied volatility", "iv spike", "options flow", "perps", "funding",
+      ],
       shortcut: { prefix: "ALRT" },
       headless: alertsHeadless,
     });

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

@@ -482,7 +482,7 @@ export const portfolioAnalyticsModule: PluginModule = {
       paneId: "analytics",
       label: prefix === "PORT" ? "Portfolio Analytics" : "Portfolio Market Risk",
       description: "Benchmark-relative risk, factor betas, stress shifts and local account evidence.",
-      keywords: ["risk", "analytics", "sharpe", "beta", "sector", "allocation", "portfolio"],
+      keywords: ["risk", "analytics", "sharpe", "beta", "sector", "allocation", "portfolio", "style", "quality", "factor tilt"],
       shortcut: { prefix, argKind: "text", argOptional: true, argPlaceholder: "portfolio-id" },
       headless: portfolioRiskHeadless,
       canCreate: (context) => context.config.portfolios.length > 0,