gloomberb 0.18.1 → 0.18.2

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")} />

package/src/plugins/builtin/ticker-detail/pane.tsx

@@ -39,6 +39,7 @@ import { ResearchTabKeysProvider, useResearchTabKeysHost } from "./research-tab-
 import { ResearchTabNavigationProvider } from "./research-tab-navigation";
 import { usePluginAppActions } from "../../../public/react";
 import { resolveTickerInstrumentKind } from "../../../tickers/instrument-kind";
+import { ResearchTradeWorkspace } from "../broker-trading/dock";
 
 const TICKER_RESEARCH_TAB_COMMIT_DELAY_MS = 120;
 /** A tab counts as viewed once it stays open this long, not when h/l passes over it. */
@@ -207,7 +208,9 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
   const quoteFooterActive = resolvedTabId === "overview" || resolvedTabId === "chart";
   const cloudAccess = useCloudAccessFooter({
     delayLabel: tf("{count}m", { count: CLOUD_QUOTE_DELAY_MINUTES }),
-    degraded: financials?.quote?.priceObservation !== "nav" && financials?.quote?.dataSource !== "live",
+    // A listing that no longer trades has no delay to speak of: its quote is its last session's close.
+    degraded: !financials?.quote?.delisting && financials?.quote?.priceObservation !== "nav"
+      && financials?.quote?.dataSource !== "live",
     focused: focused && quoteFooterActive,
     segmentId: "ticker-research-access",
     shortcutScope: "ticker-research:upgrade",
@@ -359,16 +362,14 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
     );
   }
 
-  return (
-    <Box flexDirection="column" flexGrow={1} flexBasis={0} overflow="hidden">
-      {tabStrip}
-
-      <Box height={contentHeight} flexGrow={1} flexBasis={0} overflow="hidden">
-        <ResearchTabKeysProvider value={showTabs ? researchTabKeys.value : null}>
+  const tradeAvailable = visibleTabIds.has("broker-trade");
+  // Trade shows Chart beside its ticket: the workspace names the tab it shows.
+  const renderTabs = (contentWidth: number, contentFocused: boolean, shownTabId = resolvedTabId) => (
+    <ResearchTabKeysProvider value={showTabs ? researchTabKeys.value : null}>
           {tickerResearchTabs.map((tab) => {
-            if (!renderedTabIds.has(tab.id) || !visibleTabIds.has(tab.id)) return null;
+            if (tradeAvailable && tab.id === "broker-trade" || !(renderedTabIds.has(tab.id) || tab.id === shownTabId) || !visibleTabIds.has(tab.id)) return null;
             const TickerResearchTab = tab.component;
-            const isActive = resolvedTabId === tab.id;
+            const isActive = shownTabId === tab.id;
             return (
               <Box
                 key={tab.id}
@@ -383,9 +384,9 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
                   <NestedPaneTabs>
                     <ResearchTabNavigationProvider value={showTabs ? openResearchTab : null}>
                       <TickerResearchTab
-                        width={width}
+                        width={contentWidth}
                         height={contentHeight}
-                        focused={focused && isActive}
+                        focused={contentFocused && isActive}
                         onCapture={isActive ? handlePluginCapture : ignorePluginCapture}
                       />
                     </ResearchTabNavigationProvider>
@@ -394,8 +395,14 @@ export function TickerResearchPane({ focused, width, height }: PaneProps) {
               </Box>
             );
           })}
-        </ResearchTabKeysProvider>
-      </Box>
-    </Box>
+    </ResearchTabKeysProvider>
   );
+  return <Box flexDirection="column" flexGrow={1} flexBasis={0} overflow="hidden">
+    {tabStrip}
+    <Box height={contentHeight} flexGrow={1} flexBasis={0} overflow="hidden">
+      {tradeAvailable ? <ResearchTradeWorkspace width={width} height={contentHeight} focused={focused} symbol={ticker.metadata.ticker}
+        tabId={resolvedTabId} selectTab={selectResearchTab} onCapture={handlePluginCapture} locked={!!paneSettings.hideTabs}>{renderTabs}</ResearchTradeWorkspace>
+        : renderTabs(width, focused)}
+    </Box>
+  </Box>;
 }

package/src/plugins/builtin/ticker-detail/quote-footer.ts

@@ -2,6 +2,7 @@ import type { PaneFooterSegment } from "../../../components/layout/pane/footer";
 import { t } from "../../../i18n";
 import { isQuoteStaleForCurrentSession } from "../../../market-data/quotes/freshness";
 import { formatQuoteNavAsOf } from "../../../market-data/quotes/time";
+import { delistingLabel } from "../../../market-data/quotes/delisting";
 import type { Quote } from "../../../types/financials";
 import { displayWidth } from "../../../utils/format";
 
@@ -12,7 +13,10 @@ export function tickerQuoteFooterInfo(
 ): PaneFooterSegment[] {
   const info: PaneFooterSegment[] = [];
   const navAsOf = formatQuoteNavAsOf(quote);
-  if (isQuoteStaleForCurrentSession(quote)) {
+  if (quote?.delisting) {
+    // A listing that no longer trades: its quote is its last trade, said once with its date.
+    info.push({ id: "ticker-research-stale", parts: [{ text: delistingLabel(quote.delisting), tone: "warning" }] });
+  } else if (isQuoteStaleForCurrentSession(quote)) {
     const status: PaneFooterSegment = { id: "ticker-research-stale", parts: [{ text: t("Stale quote"), tone: "warning" }] };
     const timestamp = new Date(quote!.lastUpdated);
     if (navAsOf) {

package/src/plugins/builtin/ticker-detail/quote-monitor/card.tsx

@@ -20,6 +20,7 @@ import {
 } from "../../../../market-data/market/status";
 import { t } from "../../../../i18n";
 import { isQuoteStaleForCurrentSession } from "../../../../market-data/quotes/freshness";
+import { delistingLabel, delistingStateLabel } from "../../../../market-data/quotes/delisting";
 import { formatQuoteNavAsOf } from "../../../../market-data/quotes/time";
 import { useQuoteFlashDirection } from "../../../../components/quote-flash";
 import { followLiveSparklinePrice } from "../../../../components/price-sparkline/model";
@@ -89,6 +90,8 @@ interface QuoteStatus {
   failed: boolean;
   text: string;
   stale?: boolean;
+  /** DELISTED or INACTIVE: the listing no longer trades, and `text` says since when. */
+  ended?: string;
 }
 
 function resolveQuoteStatus(entry: QueryEntry<Quote> | null, symbol: string, quote: Quote | null | undefined): QuoteStatus {
@@ -98,6 +101,7 @@ function resolveQuoteStatus(entry: QueryEntry<Quote> | null, symbol: string, quo
       ? { failed: true, text: `${symbol} not recognized` }
       : { failed: true, text: error.message || "Quote unavailable" };
   }
+  if (quote?.delisting) return { failed: true, text: delistingLabel(quote.delisting), stale: true, ended: delistingStateLabel(quote.delisting) };
   if (isQuoteStaleForCurrentSession(quote)) return { failed: true, text: "Stale quote", stale: true };
   if (entry?.phase === "ready") return { failed: false, text: "No quote data" };
   return { failed: false, text: "Loading quote..." };
@@ -175,8 +179,9 @@ export function QuoteMonitorCard({
   // One decimal count per instrument, so streamed ticks never narrow or widen the price column.
   const priceOptions = liveQuoteFormatOptions(quote, currency, assetCategory, cachedFinancials?.quoteMetadata?.instrumentType);
   const priceText = display ? formatMarketPriceWithCurrency(display.price, currency, priceOptions) : "";
-  const changePercentText = display ? formatPercentRaw(display.changePercent) : "";
-  const changeValueText = display ? formatSignedMarketPrice(display.change, priceOptions) : "";
+  // A listing that no longer trades shows its last close alone: no move, not even a dash for one.
+  const changePercentText = display && !quote?.delisting ? formatPercentRaw(display.changePercent) : "";
+  const changeValueText = display && !quote?.delisting ? formatSignedMarketPrice(display.change, priceOptions) : "";
   const priceColumnWidth = Math.max(priceText.length, changePercentText.length + changeValueText.length + 1);
   const nameMaxWidth = Math.max(10, width - priceColumnWidth - (nativePaneChrome ? 5 : 3));
   // The terminal sets the line beside the change, under the symbol (or after it in a
@@ -187,6 +192,8 @@ export function QuoteMonitorCard({
   const extendedParts = display && extended
     ? extendedLineParts(extended, formatMarketPriceWithCurrency(extended.price, currency, priceOptions), (text) => displayWidth(text) <= extendedRoom)
     : null;
+  // A desktop card says a listing no longer trades on a row of its own.
+  const endedRow = nativePaneChrome && quoteFailed && !!quoteStatus.ended && !extendedParts;
   const extendedColor = quoteFailed ? colors.textDim : priceColor(extended?.change ?? 0);
   const extendedDim = !!flashDirection && headlineHolds;
   const sparklineRange = resolvePriceSparklineRange(priceHistory, chartPeriod);
@@ -254,7 +261,7 @@ export function QuoteMonitorCard({
           <Text attributes={TextAttributes.BOLD} fg={symbolFg} bg={symbolBg} style={desktopSymbolStyle}>
             {symbol}
           </Text>
-          <Text fg={quoteStatus.failed ? colors.negative : colors.textDim}>{quoteStatus.text}</Text>
+          <Text fg={quoteStatus.ended ? colors.warning : quoteStatus.failed ? colors.negative : colors.textDim}>{quoteStatus.text}</Text>
         </Box>
       ) : nativePaneChrome ? (
         <Box
@@ -276,7 +283,7 @@ export function QuoteMonitorCard({
             minWidth={0}
             style={{
               gridColumn: "1",
-              gridRow: extendedParts ? "1" : "1 / span 2",
+              gridRow: extendedParts || endedRow ? "1" : "1 / span 2",
               minWidth: 0,
               overflow: "hidden",
             }}
@@ -284,8 +291,8 @@ export function QuoteMonitorCard({
             <Text attributes={TextAttributes.BOLD} fg={symbolFg} bg={symbolBg} style={desktopSymbolStyle}>
               {symbol}
             </Text>
-            {quoteFailed && (
-              <Text fg={colors.negative} style={{ fontSize: "var(--gloom-type-ui)", lineHeight: "14px" }}>
+            {quoteFailed && !endedRow && (
+              <Text fg={quoteStatus.ended ? colors.warning : colors.negative} style={{ fontSize: "var(--gloom-type-ui)", lineHeight: "14px" }}>
                 {quoteStatus.text}
               </Text>
             )}
@@ -332,6 +339,28 @@ export function QuoteMonitorCard({
             </Box>
           </Box>
 
+          {endedRow && (
+            // Under the price, across the card, so the date is never cut on a narrow card;
+            // backed like the price so the sparkline does not run through it.
+            <Text
+              fg={colors.warning}
+              style={{
+                gridColumn: "1 / -1",
+                gridRow: "2",
+                justifySelf: "start",
+                alignSelf: "start",
+                fontSize: "var(--gloom-type-ui)",
+                lineHeight: "14px",
+                whiteSpace: "nowrap",
+                backgroundColor: colors.bg,
+                borderRadius: "var(--gloom-radius-sm)",
+                boxShadow: `0 0 0 2px ${colors.bg}`,
+              }}
+            >
+              {quoteStatus.text}
+            </Text>
+          )}
+
           {extendedParts && (
             <ExtendedSessionLine
               parts={extendedParts}
@@ -385,7 +414,7 @@ export function QuoteMonitorCard({
               </Box>
               <Box flexDirection="column">
                 <FigureText fg={changeColor} dim={flashing} style={figureHalo}>
-                  {compactQuoteFailure ? `${priceText} · ${quoteStatus.stale ? "STALE" : "ERROR"}` : priceText}
+                  {compactQuoteFailure ? `${priceText} · ${quoteStatus.ended ?? (quoteStatus.stale ? "STALE" : "ERROR")}` : priceText}
                 </FigureText>
                 <Box flexDirection="row" gap={1}>
                   <FigureText part="sub" fg={changeColor} dim={flashing} style={figureHalo}>{changePercentText}</FigureText>
@@ -432,7 +461,7 @@ export function QuoteMonitorCard({
           )}
 
           {quoteFailed && !compactQuoteFailure && (
-            <Box height={1} overflow="hidden"><Text fg={colors.negative}>{quoteStatus.text}</Text></Box>
+            <Box height={1} overflow="hidden"><Text fg={quoteStatus.ended ? colors.warning : colors.negative}>{quoteStatus.text}</Text></Box>
           )}
           {navAsOf && !compactNavAsOf && (
             <Box height={1} overflow="hidden"><Text fg={colors.textDim}>{navAsOf}</Text></Box>

package/src/plugins/builtin/time-sales/pane.tsx

@@ -1,7 +1,7 @@
 import { useEffect, useMemo, useRef, useState } from "react";
 import { Box } from "../../../ui";
 import { usePaneSettingValue, useShortcut } from "../../../public/react";
-import { DataTableStackView, KeyValueRow, PaneStatusBody, StatGrid, usePaneFooter, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, usePaneTicker, type DataTableColumn } from "../../../components";
+import { splitDelayedStatus, DataTableStackView, KeyValueRow, PaneStatusBody, StatGrid, usePaneFooter, usePaneNoticeFooter, usePaneStatusFooter, usePaneTabs, usePaneTicker, type DataTableColumn } from "../../../components";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import type { TapeQuote, TapeSnapshot, TapeTrade } from "../../../api-client/tape";
@@ -109,7 +109,7 @@ function TimeSalesView({ width, height, focused, symbol, exchange }: PaneProps &
   usePaneNoticeFooter({ registrationId: "time-sales:notices", focused, notices: [...(data?.gaps ?? []), ...(resource.transport ? [resource.transport] : []),
     ...(pinnedBeforeTape ? [`The pinned moment is before this tape's first ${tab === "quotes" ? "quote" : "print"}, ${tapeStampNewYork(rowTime(rows.at(-1)!))}.`] : [])] });
   usePaneStatusFooter({ registrationId: "time-sales:status", loading: resource.loading, error: resource.error,
-    info: data ? [{ id: "feed", quoteStatus: true, parts: [{ text: `${data.feed === "sip" ? "real-time" : "15m delayed"} · ${tapeStampNewYork(data.asOf)}`, tone: "muted" }] },
+    info: data ? [...splitDelayedStatus({ id: "feed", quoteStatus: true, parts: [{ text: `${data.feed === "sip" ? "real-time" : "15m delayed"} · ${tapeStampNewYork(data.asOf)}`, tone: "muted" }] }),
       ...(frozen ? [{ id: "paused", parts: [{ text: "paused", tone: "warning" as const }] }] : []),
       ...(!data.connected || resource.snapshotOnly ? [{ id: "snapshot", parts: [{ text: "snapshot", tone: "warning" as const }] }] : [])] : [] });
   const selectTab = (value: string) => { setTab(value); setDetail(null); setSelected(null); };