gloomberb 0.18.0 → 0.18.2

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

@@ -2,9 +2,29 @@ import { THEME_PERIODS, type ThemeAggregate, type ThemeMember, type ThemePeriod,
 import type { DataTableColumn } from "../../../components";
 import { dropColumnsToFit, getTableWidth } from "../../../components/ui/table-layout";
 import { extendedSessionStateLabel, type ExtendedSession } from "../../../market-data/market/status";
+import { yearToDateBaseLabel } from "../../../market-data/market/year-to-date";
 import { compareSortValues, type SortDirection } from "../../../utils/sort-values";
 
-export const PERIOD_LABELS: Record<ThemePeriod, string> = { changePercent: "1D", return1WPercent: "1W", return1MPercent: "1M", return3MPercent: "3M", returnYtdPercent: "YTD" };
+const PERIOD_LABELS: Record<ThemePeriod, string> = { changePercent: "1D", return1WPercent: "1W", return1MPercent: "1M", return3MPercent: "3M", returnYtdPercent: "YTD" };
+
+/**
+ * The close a board's YTD is measured from, `31 Dec`: NYSE's last session of
+ * the year before the session the board describes, as the server measures it.
+ */
+export function boardYtdBase(payload: { asOf?: unknown; regularSessionDate?: unknown; regularSessionClosedAt?: unknown }, now = Date.now()): string {
+  const day = boardClose(payload)?.date ?? (typeof payload.asOf === "string" && /^\d{4}-\d{2}-\d{2}/.test(payload.asOf) ? payload.asOf.slice(0, 10) : new Date(now).toISOString().slice(0, 10));
+  return yearToDateBaseLabel(day, "NYSE", now);
+}
+
+/**
+ * A period's header. YTD names its base close, as long as `room` allows:
+ * `YTD vs 31 Dec close`, `YTD vs 31 Dec`, then `YTD 31 Dec`.
+ */
+export function periodLabel(period: ThemePeriod, ytdBase: string | null, room = Infinity): string {
+  if (period !== "returnYtdPercent" || !ytdBase) return PERIOD_LABELS[period];
+  const labels = [`YTD vs ${ytdBase} close`, `YTD vs ${ytdBase}`, `YTD ${ytdBase}`];
+  return labels.find((label) => label.length <= room) ?? labels.at(-1)!;
+}
 export interface ThemeSort { columnId: string; direction: SortDirection }
 export const DEFAULT_SORT: ThemeSort = { columnId: "changePercent", direction: "desc" };
 export function percent(value: number | null): string {
@@ -110,17 +130,27 @@ export function matchTheme(rows: readonly ThemeSummary[], input: string): ThemeS
 }
 
 const column = (id: string, label: string, width: number, align: "left" | "right" = "right"): DataTableColumn => ({ id, label, width, align });
-/** Drop leaders/laggards first, then longer windows; keep the day's move and breadth. */
-export function themeColumns(width: number, rows: readonly ThemeSummary[]): DataTableColumn[] {
+/** Room a header has in its column: the sort indicator takes two cells. */
+const HEADER_ROOM = 2;
+/**
+ * Drop leaders/laggards first, then longer windows; keep the day's move and
+ * breadth. YTD names `ytdBase`, the close it is measured from, as fully as
+ * its column allows.
+ */
+export function themeColumns(width: number, rows: readonly ThemeSummary[], ytdBase: string | null = null): DataTableColumn[] {
   const suffixWidth = (period: ThemePeriod) => coverageWidth(rows.map((row) => row.returns[period]));
   const metricWidth = (period: ThemePeriod) => Math.max(8, ...rows.map((row) => percent(row.returns[period].value).length)) + suffixWidth(period);
+  // The same trailing space is reserved in every cell and its header. A note
+  // occupies that space without moving the number away from its label.
+  const label = (period: ThemePeriod, room?: number) => periodLabel(period, ytdBase, room) + " ".repeat(suffixWidth(period));
   const columns = [column("name", "Theme", 26, "left"), column("memberCount", "N", 3),
-    // The same trailing space is reserved in every cell and its header. A note
-    // occupies that space without moving the number away from its label.
-    ...THEME_PERIODS.map((period) => column(period, PERIOD_LABELS[period] + " ".repeat(suffixWidth(period)), metricWidth(period))),
+    ...THEME_PERIODS.map((period) => column(period, label(period, 0), Math.max(metricWidth(period), label(period, 0).length + HEADER_ROOM))),
     column("breadth", "Breadth" + " ".repeat(coverageWidth(rows.map((row) => row.breadth))), 7 + coverageWidth(rows.map((row) => row.breadth))),
     column("best", "Best 1D", 15), column("worst", "Worst 1D", 15)];
-  return fitColumns(columns, width, ["worst", "best", "return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "memberCount"]);
+  const fitted = fitColumns(columns, width, ["worst", "best", "return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "memberCount"]);
+  const ytd = fitted.find((col) => col.id === "returnYtdPercent");
+  if (ytd) ytd.label = label("returnYtdPercent", ytd.width - HEADER_ROOM - suffixWidth("returnYtdPercent"));
+  return fitted;
 }
 /**
  * The member table at `width`. Price and 1D are the regular session's; a
@@ -128,12 +158,15 @@ export function themeColumns(width: number, rows: readonly ThemeSummary[]): Data
  * each session in `extendedSessions`. A narrow pane gives up the longer
  * windows first, then that column, then the name.
  */
-export function memberColumns(width: number, extendedSessions: readonly ExtendedSession[] = []): DataTableColumn[] {
+export function memberColumns(width: number, extendedSessions: readonly ExtendedSession[] = [], ytdBase: string | null = null): DataTableColumn[] {
   const extended = extendedSessions.map((session) => column(session === "PRE" ? "preMarket" : "afterHours", extendedSessionStateLabel(session), 9));
-  const [day, ...windows] = THEME_PERIODS.map((period) => column(period, PERIOD_LABELS[period], 9));
-  return fitColumns([column("symbol", "Ticker", 7, "left"), column("name", "Name", 24, "left"), column("price", "Price $", 10),
+  const [day, ...windows] = THEME_PERIODS.map((period) => column(period, periodLabel(period, ytdBase, 0), Math.max(9, periodLabel(period, ytdBase, 0).length + HEADER_ROOM)));
+  const fitted = fitColumns([column("symbol", "Ticker", 7, "left"), column("name", "Name", 24, "left"), column("price", "Price $", 10),
     day!, ...extended, ...windows], width,
   ["return3MPercent", "returnYtdPercent", "return1MPercent", "return1WPercent", "preMarket", "afterHours", "name", "price"]);
+  const ytd = fitted.find((col) => col.id === "returnYtdPercent");
+  if (ytd) ytd.label = periodLabel("returnYtdPercent", ytdBase, ytd.width - HEADER_ROOM);
+  return fitted;
 }
 function fitColumns(columns: DataTableColumn[], width: number, drop: string[]): DataTableColumn[] {
   columns = dropColumnsToFit(columns, width, drop);

package/src/plugins/builtin/themes/pane.tsx

@@ -1,6 +1,6 @@
 import { useCallback, useMemo, type ReactNode } from "react";
 import type { ThemeMember, ThemePeriod, ThemeSummary } from "../../../api-client/themes";
-import { DataTableStackView, DataTableView, PaneStatusBody, usePaneNoticeFooter, usePaneStatusFooter, type DataTableCell, type DataTableColumn } from "../../../components";
+import { splitDelayedStatus, DataTableStackView, DataTableView, PaneStatusBody, usePaneNoticeFooter, usePaneStatusFooter, type DataTableCell, type DataTableColumn } from "../../../components";
 import { usePaneRefreshKey } from "../../../components/data-table/table-pane";
 import type { ExtendedSession } from "../../../market-data/market/status";
 import { useAsyncResource, useAutoRefresh, usePluginPaneState, usePluginTickerActions, useUpdatedAgo } from "../../../public/react";
@@ -12,7 +12,7 @@ import { nextHeaderSort } from "../../../utils/sort-values";
 import { useMembersMenu } from "../shared/members-menu";
 import { cachedMembers, cachedThemes, loadMembers, loadThemes } from "./client";
 import {
-  aggregateText, coverageWidth, DEFAULT_SORT, extendedMove, matchTheme, memberColumns, memberExtendedSessions, memberPrice, percent,
+  aggregateText, boardYtdBase, coverageWidth, DEFAULT_SORT, extendedMove, matchTheme, memberColumns, memberExtendedSessions, memberPrice, percent,
   SNAPSHOT_STALE_MS, snapshotFooterText, sortMembers, sortThemes, themeColumns, type ThemeSort,
 } from "./model";
 
@@ -24,7 +24,7 @@ function useSnapshotFooter(id: string, resource: { loading: boolean; error: stri
   const payload = data?.payload;
   // Outside the regular session the figures are a close, so the footer names it, not the snapshot's time.
   const text = age && payload ? snapshotFooterText(payload, age) : null;
-  const info = useMemo(() => text ? [{ id: "snapshot", parts: [{ text, tone: "muted" as const }] }] : [], [text]);
+  const info = useMemo(() => text ? splitDelayedStatus({ id: "snapshot", parts: [{ text, tone: "muted" }] }) : [], [text]);
   // The server flag includes retained historical returns; it does not mean the daily board is old.
   const snapshotStale = !!data && Date.now() - Date.parse(data.payload.asOf) > SNAPSHOT_STALE_MS;
   usePaneStatusFooter({ registrationId: id, enabled, loading: resource.loading && !!data,
@@ -45,8 +45,10 @@ function Members({ id, width, height, focused }: { id: string; width: number; he
   const rows = useMemo(() => sortMembers(data?.members ?? [], sort), [data, sort]);
   // Price and 1D are the regular session's; a pre-market or after-hours print gets its own column when a member has one.
   const extendedSessionsKey = useMemo(() => memberExtendedSessions(data?.members ?? []).join(","), [data]);
-  const columns = useMemo(() => memberColumns(width, extendedSessionsKey ? extendedSessionsKey.split(",") as ExtendedSession[] : []),
-    [extendedSessionsKey, width]);
+  // YTD names the close it is measured from, `31 Dec`.
+  const ytdBase = data ? boardYtdBase(data) : null;
+  const columns = useMemo(() => memberColumns(width, extendedSessionsKey ? extendedSessionsKey.split(",") as ExtendedSession[] : [], ytdBase),
+    [extendedSessionsKey, width, ytdBase]);
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => void resource.reload(), { focused });
   useSnapshotFooter("themes:members", resource, focused);
@@ -103,7 +105,7 @@ export function ThemesBoard({ width, height, focused, tabStrip, tabRows = 0 }: T
   const resource = useAsyncResource(loadThemes, { initialData: cachedThemes });
   const data = resource.data?.payload;
   const rows = useMemo(() => sortThemes(data?.themes ?? [], sort), [data, sort]);
-  const columns = useMemo(() => themeColumns(width, data?.themes ?? []), [width, data]);
+  const columns = useMemo(() => themeColumns(width, data?.themes ?? [], data ? boardYtdBase(data) : null), [width, data]);
   const theme = opened && data ? matchTheme(data.themes, opened) : null;
   useAutoRefresh(resource.updatedAt, resource.load);
   usePaneRefreshKey(() => void resource.reload(), { focused, enabled: !opened });

package/src/plugins/builtin/thirteenf/api.ts

@@ -13,6 +13,7 @@ import { apiClient } from "../../../api-client";
 import { ApiRequestError, isPermanentClientError } from "../../../api-client/errors";
 import { httpFetch } from "../../../utils/http-transport";
 import { asRecord, finiteOrNull } from "../../../utils/guards";
+import { logFailure } from "../../../utils/log-failure";
 
 const FORMS_13F_BASE_URL = "https://forms13f.com/api/v1";
 const FORM_PAGE_LIMIT = 100;
@@ -169,7 +170,9 @@ async function fetchForms13F<T>(
   slot.promise = promise;
   activeRequests.set(key, promise);
   if (cached != null && !options.forceRefresh) {
-    void promise.catch(() => {});
+    void promise.catch((error: unknown) => {
+      if (!options.signal?.aborted) logFailure("thirteenf.api", "Refresh cached filing data failed")(error);
+    });
     return cached.value;
   }
   return promise;

package/src/plugins/builtin/thirteenf/data.ts

@@ -13,6 +13,7 @@ import {
 } from "./api";
 import { isoDateDaysAgo, isoDateToday, isoDateYearsAgo } from "../../../utils/calendar-date";
 import { abortable, withDeadline } from "../../../utils/async-deadline";
+import { logFailure } from "../../../utils/log-failure";
 import {
   buildBrowserRows,
   filingGapFor,
@@ -239,7 +240,10 @@ async function loadBrowserPage(
   }
   const found = await searchThirteenFFunds(trimmed, browserLimit, signal, pageApiOptions);
   const funds = oneFundPerCik(found);
-  const topFunds = await listTopThirteenFFunds(quarter, browserLimit, signal, apiOptions).catch((): ThirteenFTopFund[] => []);
+  const topFunds = await listTopThirteenFFunds(quarter, browserLimit, signal, apiOptions).catch((error: unknown): ThirteenFTopFund[] => {
+    if (!signal?.aborted) logFailure("thirteenf.data", "Load performance ranks for fund search failed")(error);
+    return [];
+  });
   const topByCik = new Map(topFunds.map((fund) => [fund.cik, fund]));
   const matchedTopFunds = funds
     .map((fund) => topByCik.get(fund.cik))

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

@@ -647,7 +647,9 @@ export function createThirteenFHeadless(
             if (ctx.signal?.aborted) throw error;
             return [];
           });
-          shadowed.catch(() => {});
+          shadowed.catch(() => {
+            // Intentional ignore: only cancellation reaches this guard; the awaited promise still rejects.
+          });
         }
         try {
           holdings = await loadTickerHoldings(ticker, Number(args.options.offset ?? 0), ctx.signal);

package/src/plugins/builtin/thirteenf/pane.tsx

@@ -17,6 +17,7 @@ import {
 } from "../../../ui";
 import { isDetailBackNavigationKey } from "../../../utils/back-navigation";
 import { isPlainKey } from "../../../utils/keyboard";
+import { logFailure } from "../../../utils/log-failure";
 import { isPlainArrowUp, stopSearchFocusNavigation } from "../../../utils/search-focus-navigation";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { useAssetData, usePluginPaneState, usePluginTickerActions } from "../../runtime";
@@ -118,7 +119,7 @@ function ThirteenFBrowserPane({ focused, width, height, onDetailChange }: PanePr
     let alive = true;
     void Promise.all(browser.pages.map((page) => page.reportsLoaded ?? Promise.resolve())).then(() => {
       if (alive) setReportPaint((value) => value + 1);
-    }, () => {});
+    }, logFailure("thirteenf.pane", "Load filing metadata for fund rows failed"));
     return () => { alive = false; };
   }, [browser.pages]);
   const error = browser.error?.message ?? null;
@@ -193,7 +194,9 @@ function ThirteenFBrowserPane({ focused, width, height, onDetailChange }: PanePr
   // Every request behind a fund detail is cached per path, so warming it
   // while the cursor rests on the row makes Enter read from cache.
   const prefetchDetail = useCallback((row: FundBrowserRow) => {
-    void loadFundDetail(row.cik, row.name).catch(() => {});
+    void loadFundDetail(row.cik, row.name).catch(() => {
+      // Intentional ignore: speculative prefetch is retried and failures are shown when the fund opens.
+    });
   }, []);
 
   const browserStatusInfo = useMemo<PaneFooterSegment[]>(() => [
@@ -376,7 +379,9 @@ export function FundDetailView({
           : Promise.resolve(new Map<string, number | null>())
         ).then((factors) => {
           if (abortRef.current === controller) setSplitFactors(factors);
-        }, () => {});
+        }, () => {
+          // Intentional ignore: split lookups reject only on cancellation; individual failures remain unconfirmed.
+        });
       })
       .catch((loadError) => {
         if (abortRef.current !== controller) return;

package/src/plugins/builtin/ticker-detail/overview/model.ts

@@ -2,7 +2,9 @@ import { formatPriceEarnings } from "../../../../utils/price-earnings";
 import { convertMarketCapitalization } from "../../../../utils/market-capitalization";
 import { priceColor } from "../../../../theme/colors";
 import type { CompanyProfile, NextEarnings, Quote, TickerFinancials } from "../../../../types/financials";
-import type { TickerPosition, TickerRecord } from "../../../../types/ticker";
+import type { Portfolio, TickerPosition, TickerRecord } from "../../../../types/ticker";
+import type { BrokerInstanceConfig } from "../../../../types/config";
+import type { BrokerAccount } from "../../../../types/trading";
 import {
   formatCompact,
   formatCompactCurrency,
@@ -65,15 +67,45 @@ function daysAhead(days: number, prefix?: string): string[] {
   return days === 0 ? [`${lead}today`] : [`${lead}in ${days}d`, `${lead}${days}d`];
 }
 
-function compactPositionAccount(position: TickerPosition): string {
-  const rawAccount = position.brokerAccountId || position.portfolio;
-  const isBrokerPortfolio = rawAccount.startsWith("broker:");
-  const account = isBrokerPortfolio
-    ? rawAccount.split(":").filter(Boolean).at(-1) || rawAccount
-    : rawAccount;
-  const prefix = !isBrokerPortfolio && position.broker && position.broker !== "manual" ? `${position.broker} ` : "";
+/** What the Account column reads names from: the portfolios, the brokers' accounts and their profiles. */
+export interface PositionAccountNames {
+  portfolios: readonly Pick<Portfolio, "id" | "name" | "brokerAccountId" | "brokerInstanceId">[];
+  /** Accounts each broker profile reported, by profile id. */
+  brokerAccounts?: Readonly<Record<string, readonly Pick<BrokerAccount, "accountId" | "name">[]>>;
+  brokerInstances?: readonly Pick<BrokerInstanceConfig, "id" | "label">[];
+}
+
+const NO_ACCOUNT_NAMES: PositionAccountNames = { portfolios: [] };
+
+/**
+ * The account a position is held in, by the name the Portfolio pane gives its
+ * portfolio ("Aries individual (simulation)"), never the broker's raw account
+ * id: a portfolio still named by its id takes the name the broker reports for
+ * the account, then the broker profile's.
+ */
+function positionAccountName(position: TickerPosition, names: PositionAccountNames): string {
+  const portfolio = names.portfolios.find((entry) => entry.id === position.portfolio);
+  const brokerPortfolio = position.portfolio.startsWith("broker:");
+  const accountId = position.brokerAccountId || portfolio?.brokerAccountId
+    || (brokerPortfolio ? position.portfolio.split(":").slice(2).join(":") : "");
+  const named = (name: string | undefined) => {
+    const text = name?.trim();
+    return text && text !== accountId && text !== position.portfolio ? text : null;
+  };
+  const portfolioName = named(portfolio?.name);
+  if (portfolioName) return portfolioName;
+  const instanceId = position.brokerInstanceId || portfolio?.brokerInstanceId;
+  if (!accountId && !brokerPortfolio && !instanceId) return portfolio?.name.trim() || position.portfolio;
+  const accounts = instanceId ? names.brokerAccounts?.[instanceId] ?? [] : [];
+  const accountName = named(accounts.find((account) => account.accountId === accountId)?.name);
+  if (accountName) return accountName;
+  const profileName = named(names.brokerInstances?.find((instance) => instance.id === instanceId)?.label);
+  return profileName ?? position.broker;
+}
+
+function positionAccountLabel(position: TickerPosition, names: PositionAccountNames): string {
   const suffix = signedPositionDirection(position) < 0 ? " SHORT" : "";
-  return `${prefix}${account}${suffix}`;
+  return `${positionAccountName(position, names)}${suffix}`;
 }
 
 export function buildOverviewStats({
@@ -294,12 +326,14 @@ export function buildPositionRows({
   quoteCurrency,
   baseCurrency,
   toBase,
+  accountNames = NO_ACCOUNT_NAMES,
 }: {
   ticker: TickerRecord;
   quote: Quote | undefined;
   quoteCurrency: string;
   baseCurrency: string;
   toBase: CurrencyConverter;
+  accountNames?: PositionAccountNames;
 }): PositionTableRow[] {
   return ticker.metadata.positions.filter((position) => position.shares !== 0).map((position) => {
     const positionCurrency = getPortfolioPositionMetrics(
@@ -328,7 +362,7 @@ export function buildPositionRows({
     const unit = metrics.priceBasis === "percent-of-par" ? "" : ticker.metadata.assetCategory === "BOND" ? " units" : metrics.multiplierHint > 1 ? " ct" : " sh";
 
     return {
-      account: compactPositionAccount(position),
+      account: positionAccountLabel(position, accountNames),
       qty: `${formatMarketQuantity(metrics.totalShares, { assetCategory: ticker.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis, quantityCurrency: positionCurrency, maxWidth: metrics.priceBasis === "percent-of-par" ? 11 : undefined })}${unit}`,
       quantityUnit: metrics.priceBasis === "percent-of-par" ? "face" : undefined,
       // Avg and Mark sit side by side, so both keep the currency's minor unit ($118.40 beside $224.36).

package/src/plugins/builtin/ticker-detail/overview/option-contract.ts

@@ -0,0 +1,64 @@
+import { useMemo } from "react";
+import { useOptionsQuery, useResolvedEntryValue } from "../../../../market-data/hooks";
+import { formatMarketPriceWithCurrency } from "../../../../market-data/market/format";
+import type { OptionContract } from "../../../../types/financials";
+import type { TickerRecord } from "../../../../types/ticker";
+import { formatCompact, formatNumber } from "../../../../utils/format";
+import { expiryIsoDate, formatDaysToExpiry } from "../../../../utils/option-expiry";
+import { resolveOptionsTarget, type ResolvedOptionsTarget } from "../../../../utils/options";
+import type { StatField } from "./types";
+
+const contractKey = (symbol: string) => symbol.replace(/\s+/g, "").toUpperCase();
+
+/**
+ * An option contract's own row of its chain, the same query OMON reads: it
+ * carries the open interest and implied volatility a contract quote leaves out.
+ * Null for anything that is not an option, and until the chain answers.
+ */
+export function useOptionContractRow(ticker: TickerRecord | null | undefined): OptionContract | null {
+  const target = resolveOptionsTarget(ticker);
+  const option = target?.isOptionTicker && target.parsedOption ? target : null;
+  const entry = useOptionsQuery(option ? {
+    instrument: {
+      symbol: option.effectiveTicker, exchange: option.effectiveExchange,
+      brokerId: option.instrument?.brokerId, brokerInstanceId: option.instrument?.brokerInstanceId, instrument: option.instrument,
+    },
+    expirationDate: option.parsedOption!.expTs,
+  } : null);
+  const chain = useResolvedEntryValue(entry);
+  const symbol = ticker?.metadata.ticker;
+  return useMemo(() => {
+    if (!chain || !symbol || !option) return null;
+    const key = contractKey(symbol);
+    return [...chain.calls, ...chain.puts].find((contract) => contractKey(contract.contractSymbol) === key) ?? null;
+  }, [chain, option !== null, symbol]);
+}
+
+/**
+ * What a contract is, then what its market says about it: underlying, side,
+ * strike, expiry and deliverable, with the open interest, implied volatility
+ * and volume the broker's chain gives. A figure the broker leaves out is left out.
+ */
+export function optionContractFields(
+  target: Pick<ResolvedOptionsTarget, "parsedOption" | "effectiveTicker" | "instrument"> | null,
+  row: OptionContract | null,
+  currency: string,
+  now = Date.now(),
+): StatField[] {
+  const parsed = target?.parsedOption;
+  if (!target || !parsed) return [];
+  const fields: StatField[] = [
+    { label: "Underlying", value: target.effectiveTicker },
+    { label: "Type", value: parsed.side === "C" ? "Call" : "Put" },
+    { label: "Strike", value: formatMarketPriceWithCurrency(parsed.strike, currency) },
+    { label: "Expiry", value: expiryIsoDate(parsed.expTs), detail: formatDaysToExpiry(parsed.expTs, now) },
+  ];
+  const multiplier = Number(target.instrument?.multiplier);
+  if (Number.isFinite(multiplier) && multiplier > 0) fields.push({ label: "Multiplier", value: formatNumber(multiplier, 0) });
+  if (row?.openInterest != null && Number.isFinite(row.openInterest)) fields.push({ label: "Open Int", value: formatCompact(row.openInterest) });
+  if (Number.isFinite(row?.impliedVolatility) && row!.impliedVolatility > 0) {
+    fields.push({ label: "Implied Vol", value: `${(row!.impliedVolatility * 100).toFixed(1)}%` });
+  }
+  if (row?.volume != null && Number.isFinite(row.volume)) fields.push({ label: "Volume", value: formatCompact(row.volume) });
+  return fields;
+}

package/src/plugins/builtin/ticker-detail/overview-tab.tsx

@@ -3,7 +3,9 @@ import { fundFactOverviewFields } from "../sec/fund-facts";
 import { useFundFacts } from "../sec/fund-facts-view";
 import { resolveTickerInstrumentKind } from "../../../tickers/instrument-kind";
 import { mayBeUsEquityOrFundTicker } from "../../../utils/sec";
-import type { ReactNode } from "react";
+import { ResearchTradeActions, researchTradeMatches, useResearchTrading } from "../shared/research-trading";
+import { instrumentFromTicker } from "../../../market-data/request-types";
+import { useMemo, type ReactNode } from "react";
 import { EmptyState, PaneLinkMenu, SectionHeading, usePaneNoticeFooter } from "../../../components";
 import { CompositeChart, pricePointsToResolvedSeries } from "../../../components/chart/composite";
 import { CompanyLogo, resolveCompanyLogoSrc } from "../../../components/company-logo";
@@ -22,7 +24,11 @@ import {
   quoteSessionLabel,
 } from "../../../market-data/market/status";
 import { appendQuoteToPriceReturnHistory, buildPriceReturnFields } from "../../../market-data/performance";
-import { fitFuturesContractLines, futuresContractLines, futuresSettleText, isFuturesInstrument, type FuturesContractLine } from "../../../market-data/futures-contract";
+import { changeBasisLabel, changeBasisNote, quoteChangeBasis } from "../../../market-data/market/change-basis";
+import {
+  fitFuturesContractLines, futuresContractLines, futuresSettleText, isFuturesInstrument, minorUnitPricePer,
+  type FuturesContractLine,
+} from "../../../market-data/futures-contract";
 import { useViewport } from "../../../react/input";
 import { useAppSelector } from "../../../state/app/context";
 import { colors, priceColor } from "../../../theme/colors";
@@ -47,6 +53,8 @@ import {
 } from "./overview/components";
 import { useFuturesContractTerms } from "./overview/futures-contract";
 import type { OverviewDividendState } from "./overview/dividend";
+import { optionContractFields, useOptionContractRow } from "./overview/option-contract";
+import { resolveOptionsTarget } from "../../../utils/options";
 import { buildOverviewStats, buildPositionRows, buildProfileFields } from "./overview/model";
 import type { OverviewFunctionLink, StatField } from "./overview/types";
 import { describeFundamentalMarketCap } from "../../../utils/market-capitalization";
@@ -99,7 +107,15 @@ export function OverviewTab(props: OverviewTabProps) {
 const FUND_FACTS_LINK: OverviewFunctionLink = { name: "Fund Facts", templateId: "sec-etf-pane" };
 
 function ResolvedOverviewTab({ width, height, focused = false, ticker, financials, onOpenChart, onOpenFunction, perpetuals, dividend }: OverviewTabProps & { ticker: TickerRecord }) {
+  const trade = useResearchTrading();
   const baseCurrency = useAppSelector((state) => state.config.baseCurrency);
+  const portfolios = useAppSelector((state) => state.config.portfolios);
+  const brokerInstances = useAppSelector((state) => state.config.brokerInstances);
+  const brokerAccounts = useAppSelector((state) => state.brokerAccounts);
+  const accountNames = useMemo(
+    () => ({ portfolios, brokerInstances, brokerAccounts }),
+    [brokerAccounts, brokerInstances, portfolios],
+  );
   const { width: termWidth } = useViewport();
   const { fractionalViewport = false, nativePaneChrome, cellWidthPx = 8, cellHeightPx = 18, pixelRatio = 1 } = useUiCapabilities();
   const figureCells = useFigureCells();
@@ -114,6 +130,7 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
   // A futures symbol's settlement and contract terms load beside the quote, never in its way.
   const futuresSymbol = quote?.symbol || ticker.metadata.ticker;
   const contractTerms = useFuturesContractTerms(isFuturesInstrument(futuresSymbol, instrumentType) ? futuresSymbol : null);
+  const optionRow = useOptionContractRow(ticker);
   const exchangeRates = useFxRatesMap([
     baseCurrency,
     ticker.metadata.currency,
@@ -179,7 +196,9 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
     ],
     focused,
   });
-  const hasBidAsk = quote?.bid != null || quote?.ask != null;
+  // A listing that no longer trades has no book: its quote is its last session's close.
+  const delisted = !!quote?.delisting;
+  const hasBidAsk = !delisted && (quote?.bid != null || quote?.ask != null);
   const quoteBookInline = hasBidAsk && contentWidth >= 68;
   const quoteBookWidth = quoteBookInline ? Math.min(32, Math.max(24, Math.floor(contentWidth * 0.3))) : Math.min(contentWidth, 32);
   const quoteSummaryWidth = quoteBookInline ? Math.max(20, contentWidth - quoteBookWidth - 2) : contentWidth;
@@ -188,9 +207,16 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
   // The headline is the regular session, which stops at the close; extended trading is the line below it.
   const sessionQuote = getRegularSessionDisplay(quote);
   const extendedQuote = getExtendedSessionDisplay(quote);
-  const quotePriceText = sessionQuote ? formatMarketPriceWithCurrency(sessionQuote.price, quote?.currency, moneyOptions) : "";
-  const quoteChangeText = sessionQuote ? formatSignedMarketPrice(sessionQuote.change, moneyOptions) : "";
-  const quotePercentText = sessionQuote ? `(${formatPercentRaw(sessionQuote.changePercent)})` : "";
+  // A price in cents says what it is per (314.95¢/lb), and the move what it is measured from (vs Fri 16 Oct close).
+  const quotePriceText = sessionQuote
+    ? `${formatMarketPriceWithCurrency(sessionQuote.price, quote?.currency, moneyOptions)}${minorUnitPricePer(contractTerms, quote?.currency)}` : "";
+  // Nor a move: the close it ended on is where it stays.
+  const quoteChangeText = sessionQuote && !delisted ? formatSignedMarketPrice(sessionQuote.change, moneyOptions) : "";
+  const quotePercentText = sessionQuote && !delisted ? `(${formatPercentRaw(sessionQuote.changePercent)})` : "";
+  const changeBasis = delisted ? null : quoteChangeBasis(quote, { terms: contractTerms });
+  const changeBasisText = changeBasis ? changeBasisLabel(changeBasis) : "";
+  // The days the venue was closed since that close, under the move: "HKEX closed Mon 19 Oct, holiday".
+  const changeBasisNoteText = changeBasisNote(changeBasis);
   // The pane title already names the ticker, so the line leads with the company and drops a name that only repeats it.
   const companyName = [ticker.metadata.name, quote?.name].find((name) => name && name !== ticker.metadata.ticker) ?? "";
   const venueText = listingVenue ? (companyName ? ` (${listingVenue})` : listingVenue) : "";
@@ -217,15 +243,25 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
     ? truncateToDisplayWidth(futuresSettleText(contractTerms, quote),
       Math.max(1, quoteTextWidth - displayWidth(settleLabel) - 1))
     : "";
-  const quoteChangeCells = figureCells(quoteChangeText, "sub") + 1 + figureCells(quotePercentText, "sub");
+  const quoteChangeCells = delisted ? 0 : figureCells(quoteChangeText, "sub") + 1 + figureCells(quotePercentText, "sub");
   const stackQuoteChange = quoteChangeCells > quoteTextWidth;
   const stackQuoteSummary = figureCells(quotePriceText) + 2 + quoteChangeCells > quoteTextWidth;
+  // What the move is from follows it on its line when there is room; otherwise it takes the line
+  // under the headline, so a narrow pane never splits the move itself to fit the words.
+  const changeBasisInline = !!changeBasisText && (stackQuoteSummary ? 0 : figureCells(quotePriceText) + 2)
+    + quoteChangeCells + 1 + displayWidth(changeBasisText) <= quoteTextWidth;
   const companyNameWidth = Math.max(8, quoteTextWidth
     - displayWidth(venueText)
     - (marketStateText ? displayWidth(marketStateText) + 1 : 0));
+  // A listing that no longer trades keeps its delisting date whole on a narrow pane: the venue gives way, then the name.
+  const delistedRoom = quote?.delisting && marketStateText ? quoteTextWidth - displayWidth(marketStateText) - 1 : null;
+  const identityVenue = delistedRoom !== null && delistedRoom - displayWidth(venueText) < 8 ? "" : venueText;
+  const identityNameWidth = delistedRoom !== null ? delistedRoom - displayWidth(identityVenue) : companyNameWidth;
+  const identityName = identityNameWidth >= 4 ? companyName : "";
   const hasDayRange = quote?.low != null && quote?.high != null && quote.high > quote.low;
   const yearRange = liveFiftyTwoWeekRange(quote);
-  const dayRangeLabel = t("Day Range");
+  // A listing that no longer trades: its range is its last session's, years ago perhaps, never today's.
+  const dayRangeLabel = delisted ? t("Last Session") : t("Day Range");
   const yearRangeLabel = t("52W Range");
   const rangeLabelWidth = Math.max(
     hasDayRange ? displayWidth(dayRangeLabel) : 0,
@@ -243,7 +279,12 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
   const contractLines = contractTerms ? futuresContractLines(contractTerms, futuresSymbol) : [];
   // Columns that keep every term whole; a narrow pane stacks them in one.
   const contractColumns = textGridColumns(contractLines.map(contractField), contentWidth);
-  const contractFields = fitFuturesContractLines(contractLines, contractColumns * contractRowBudget(height)).map(contractField);
+  const futuresFields = fitFuturesContractLines(contractLines, contractColumns * contractRowBudget(height)).map(contractField);
+  // An option contract states its own terms, and the chain's open interest and IV, where a stock has a profile.
+  const optionTarget = resolveOptionsTarget(ticker);
+  const optionFields = optionTarget?.isOptionTicker ? optionContractFields(optionTarget, optionRow, quoteCurrency) : [];
+  const contractFields = futuresFields.length > 0 ? futuresFields : optionFields;
+  const contractGridColumns = futuresFields.length > 0 ? contractColumns : textGridColumns(optionFields, contentWidth);
   const stats = buildOverviewStats({
     quote,
     fundamentals,
@@ -260,7 +301,8 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
     bond: fundFacts?.bond ?? null,
   });
   const profileFields = buildProfileFields({
-    instrumentType: instrumentTypeLabel(instrumentType, quote?.name || ticker.metadata.name),
+    // The contract section names an option's type.
+    instrumentType: optionFields.length > 0 ? undefined : instrumentTypeLabel(instrumentType, quote?.name || ticker.metadata.name),
     sector,
     industry,
     profile,
@@ -276,6 +318,7 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
     quoteCurrency,
     baseCurrency,
     toBase,
+    accountNames,
   });
 
   return (
@@ -315,13 +358,13 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
             <Box flexDirection="column" flexGrow={1} flexShrink={1} minWidth={0}>
             {hasIdentityLine && (
               <Box flexDirection="row" minWidth={0} overflow="hidden">
-                {companyName && (
-                  <ClippedText fg={colors.textDim} text={companyName} width={companyNameWidth} />
+                {identityName && (
+                  <ClippedText fg={colors.textDim} text={identityName} width={identityNameWidth} />
                 )}
-                {venueText && <Text flexShrink={0} fg={colors.textDim}>{venueText}</Text>}
-                {quote?.marketState && (
+                {identityVenue && <Text flexShrink={0} fg={colors.textDim}>{identityVenue}</Text>}
+                {marketStateText && (
                   <Text flexShrink={0} fg={quoteSessionColor(quote)}>
-                    {companyName || venueText ? " " : ""}{marketStateText}
+                    {identityName || identityVenue ? " " : ""}{marketStateText}
                   </Text>
                 )}
               </Box>
@@ -334,12 +377,26 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
                 alignItems={stackQuoteSummary ? undefined : "baseline"}
               >
                 <FigureText>{quotePriceText}</FigureText>
-                <Box flexDirection={stackQuoteChange ? "column" : "row"} gap={stackQuoteChange ? 0 : 1}>
-                  <FigureText part="sub" change={sessionQuote.change}>{quoteChangeText}</FigureText>
-                  <FigureText part="sub" change={sessionQuote.change}>{quotePercentText}</FigureText>
-                </Box>
+                {!delisted && (
+                  <Box flexDirection={stackQuoteChange ? "column" : "row"} gap={stackQuoteChange ? 0 : 1}
+                    alignItems={changeBasisInline ? "baseline" : undefined}>
+                    <FigureText part="sub" change={sessionQuote.change}>{quoteChangeText}</FigureText>
+                    <FigureText part="sub" change={sessionQuote.change}>{quotePercentText}</FigureText>
+                    {changeBasisInline ? <Text flexShrink={0} fg={colors.textDim}>{changeBasisText}</Text> : null}
+                  </Box>
+                )}
               </Box>
             )}
+            {sessionQuote && changeBasisText && !changeBasisInline ? (
+              <Box minWidth={0} overflow="hidden">
+                <ClippedText fg={colors.textDim} text={changeBasisText} width={quoteTextWidth} />
+              </Box>
+            ) : null}
+            {sessionQuote && changeBasisNoteText ? (
+              <Box minWidth={0} overflow="hidden">
+                <ClippedText fg={colors.textDim} text={changeBasisNoteText} width={quoteTextWidth} />
+              </Box>
+            ) : null}
             {extendedQuote && (
               <Box flexDirection="row" gap={2}>
                 <Text fg={colors.textDim}>{extendedSessionLineLabel(extendedQuote, t)}:</Text>
@@ -384,7 +441,7 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
                 low={quote.low!}
                 high={quote.high!}
                 label={dayRangeLabel}
-                shortLabel={t("Day")}
+                shortLabel={delisted ? t("Last") : t("Day")}
                 labelWidth={rangeLabelWidth}
                 endpointWidth={rangeEndpointCells}
                 width={rangeWidth}
@@ -414,10 +471,11 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
         {contractFields.length > 0 && (
           <Box flexDirection="column">
             <SectionHeading title={t("Contract")} />
-            <FundamentalsGrid fields={contractFields} width={contentWidth} columns={contractColumns} />
+            <FundamentalsGrid fields={contractFields} width={contentWidth} columns={contractGridColumns} />
           </Box>
         )}
 
+        <ResearchTradeActions focused={focused} />
         {hasHistory && (
           <Box
             onMouseDown={onOpenChart
@@ -437,6 +495,7 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
               interactive={false}
               series={[priceSeries]}
               panels={[{ id: "price" }]}
+              levels={trade && researchTradeMatches(trade, instrumentFromTicker(ticker)) ? { seriesId: priceSeries.id, items: trade.levels } : undefined}
               axisWidth={8}
               showLegend={false}
             />
@@ -475,6 +534,8 @@ function ResolvedOverviewTab({ width, height, focused = false, ticker, financial
           </Box>
         )}
 
+        {trade?.orders?.(contentWidth)}
+
         {profileFields.length > 0 && (
           <Box flexDirection="column">
             <SectionHeading title={t("Profile")} />