gloomberb 0.18.1 → 0.18.3

package/src/cli/commands/ticker.ts

@@ -8,11 +8,12 @@ import { describeFundamentalMarketCap, marketCapShareBasisNote, selectMarketCapi
 import {
   formatCompact,
   formatCurrency,
+  formatCurrencyCode,
   formatNumber,
   formatPercent,
   formatPercentRaw,
 } from "../../utils/format";
-import { formatMarketCostWithCurrency, formatMarketPriceWithCurrency, formatMarketQuantity, formatMarketChangeWithCurrency, quoteFormatOptions, withCurrencyMinorDigits, type MarketFormatOptions } from "../../market-data/market/format";
+import { formatMarketCostWithCurrency, formatMarketPriceWithCurrency, formatMarketQuantity, quoteFormatOptions, withCurrencyMinorDigits, type MarketFormatOptions } from "../../market-data/market/format";
 import {
   cliStyles,
   cliTerminalWidth,
@@ -28,14 +29,17 @@ import {
   getExtendedSessionDisplay,
   getQuoteSessionFields,
   getRegularSessionDisplay,
+  quoteBookSessionLabel,
   quoteHeadlineTime,
   quoteMarketStateLabel,
 } from "../../market-data/market/status";
 import type { FuturesContractTermsPayload } from "../../api-client/futures-curve";
-import { futuresContractLines, futuresSettleText, isFuturesInstrument, loadFuturesContractTerms } from "../../market-data/futures-contract";
+import { changeBasisJson, quoteChangeBasis, quotePreviousCloseDate } from "../../market-data/market/change-basis";
+import { futuresContractLines, futuresSettleText, isFuturesInstrument, loadFuturesContractTerms, minorUnitPricePer } from "../../market-data/futures-contract";
+import { currencyCodeLabel, heldCurrencyUnit } from "../../utils/currency-units";
+import { quotedFxPair } from "../../utils/currency-pair";
 import type { AppConfig } from "../../types/config";
 import type { DeclaredDividendAction, FinancialStatement, Quote, TickerFinancials } from "../../types/financials";
-import { quoteTradingDay } from "../../market-data/quotes/day-range";
 import { atRegularSessionPrice, regularSessionValuationPrice } from "../../market-data/quotes/regular-session-valuation";
 import { computeTickerPriceReturns } from "../../market-data/ticker-price-returns";
 import { instrumentTypeLabel, resolveTickerInstrumentKind } from "../../tickers/instrument-kind";
@@ -46,7 +50,8 @@ import type { TickerRecord } from "../../types/ticker";
 import type { CliCommandContext } from "../../types/plugin";
 import { getPortfolioPositionMetrics, getPortfolioQuoteDisplay, lotCostFxRate, resolvePortfolioMarketValue, resolvePortfolioPositionPnl } from "../../portfolio/position-metrics";
 import { isFuturesTicker } from "../../portfolio/futures-positions";
-import { createBaseConverter } from "../base-converter";
+import { createBaseConverter, type BaseConversion } from "../base-converter";
+import { formatFxRate } from "../fx-pair";
 import { initMarketData, withMarketData } from "../context";
 import { fail } from "../errors";
 import type { MarketContext } from "../types";
@@ -58,6 +63,7 @@ import {
   formatSignedCurrency,
   formatTimestamp,
   formatWatchlistNames,
+  quoteChangeText,
 } from "../helpers";
 import { NotesFiles } from "../../plugins/builtin/notes/files";
 import { isKnownNonUsListing, secFilingItemCodes } from "../../utils/sec";
@@ -68,6 +74,7 @@ import {
   resolveCliListing, type CliListing, type ListingDataRequest,
 } from "../listing-arg";
 import { movedAwayChange } from "../../tickers/ticker-changes";
+import { companyMemberships, loadCompanyMemberships, type CompanyMemberships, type ListMembership } from "../issuer-membership";
 import { isNotATickerMessage } from "../not-a-ticker";
 import { sharesOutstandingInReceipts } from "../../utils/depositary-receipt";
 import { cliFreshnessFooter } from "../result";
@@ -106,10 +113,6 @@ async function loadRecentSecFilings(
 // Prose such as a company description stays readable on wide terminals.
 const MAX_PROSE_WIDTH = 100;
 const METADATA_SEPARATOR = "  ·  ";
-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 states the header reads as CLOSED: the venue is between sessions, so nobody is quoting. */
-const CLOSED_MARKET_STATES = new Set<string>(["CLOSED", "PREPRE", "POSTPOST"]);
 
 interface TickerCommandDependencies {
   /** `--exchange`: the listing, for a symbol that trades in several places. */
@@ -149,25 +152,22 @@ function appendMetricSection(lines: string[], title: string, metrics: Array<[str
 }
 
 /**
- * A closed market's bid and ask are the last quote of its session, not an open book (ITA's $202.00 against
- * $208.74 around a $206.65 close): say so, with the day the quote is from.
+ * Out of the regular session the bid and ask say whose book they are: the pre-market or after-hours book beside
+ * Last and the extended print, or a closed market's last quote with its day (ITA's $202.00 against $208.74
+ * around a $206.65 close is no open book).
  */
 function bidAskText(quote: Quote, options: MarketFormatOptions): string {
   const text = formatBidAsk(quote.bid, quote.ask, quote.bidSize, quote.askSize, quote.currency, options);
-  if (text === "—" || !quote.marketState || !CLOSED_MARKET_STATES.has(quote.marketState)) return text;
-  const day = quoteTradingDay(quote);
-  const date = day ? new Date(`${day}T00:00:00Z`) : null;
-  const label = date && Number.isFinite(date.getTime())
-    ? `, ${WEEKDAYS[date.getUTCDay()]} ${date.getUTCDate()} ${MONTHS[date.getUTCMonth()]}` : "";
-  return `${text}  ${cliStyles.muted(`(last quote${label})`)}`;
+  const label = text === "—" ? null : quoteBookSessionLabel(quote);
+  return label ? `${text}  ${cliStyles.muted(`(${label})`)}` : text;
 }
 
 function wrapProse(text: string): string {
   return wrapText(text, Math.min(cliTerminalWidth() ?? MAX_PROSE_WIDTH, MAX_PROSE_WIDTH)).join("\n");
 }
 
-function buildStatementMetrics(statement: FinancialStatement, currency?: string): Array<[string, string]> {
-  const money = (value: number | undefined, perShare = false) => formatReportedMoney(value, currency, perShare);
+function buildStatementMetrics(statement: FinancialStatement, currency?: string, codes = false): Array<[string, string]> {
+  const money = (value: number | undefined, perShare = false) => formatReportedMoney(value, currency, perShare, codes);
   return [
     ["Revenue", money(statement.totalRevenue)],
     ["Gross Profit", money(statement.grossProfit)],
@@ -303,8 +303,11 @@ function shouldFetchSecFilings(
 }
 
 async function appendTickerPositions(lines: string[], tickerFile: TickerRecord | null, quote: TickerFinancials["quote"],
-  config: AppConfig, toBase: (value: number, currency: string) => Promise<number>): Promise<void> {
+  config: AppConfig, toBase: ReportBaseConverter, rates: ReportRateNotes): Promise<void> {
   const quoteCurrency = quote?.currency?.trim() || tickerFile?.metadata.currency?.trim() || "";
+  const codes = writesCurrencyCodes(config);
+  const money = codes ? formatCurrencyCode : formatCurrency;
+  const converted = new Set<string>();
   if (tickerFile && tickerFile.metadata.positions.length > 0) {
     lines.push("");
     lines.push(renderSection("Positions"));
@@ -319,11 +322,14 @@ async function appendTickerPositions(lines: string[], tickerFile: TickerRecord |
       const currentPrice = getPortfolioQuoteDisplay(metrics, quote)?.price ?? null;
       const currentPriceBase = currentPrice != null && quoteCurrency ? await toBase(currentPrice, quoteCurrency) : null;
       const positionRate = positionCurrency ? await toBase(1, positionCurrency) : Number.NaN;
+      if (positionCurrency) converted.add(positionCurrency.toUpperCase());
+      if (quoteCurrency && currentPrice != null) converted.add(quoteCurrency.toUpperCase());
       const baseMetrics = getPortfolioPositionMetrics({ ...tickerFile, metadata: { ...tickerFile.metadata, positions: [position] } }, undefined, quoteCurrency,
         { currency: config.baseCurrency, convert: value => value * positionRate }, quote);
-      // A cost bought at an entered rate into the base currency converts at it, as its P&L does; any other at today's.
+      // A cost bought at an entered rate into the base currency converts at it, as its P&L does, and says so; any other at today's.
+      const boughtRate = positionCurrency ? lotCostFxRate(position, positionCurrency, config.baseCurrency) : null;
       const costBasisBase = !positionCurrency ? Number.NaN
-        : lotCostFxRate(position, positionCurrency, config.baseCurrency) !== null ? baseMetrics.signedCost
+        : boughtRate !== null ? baseMetrics.signedCost
         : await toBase(metrics.signedCost, positionCurrency);
       const marketValueBase = resolvePortfolioMarketValue(baseMetrics, currentPriceBase)?.net ?? Number.NaN;
       const selectedPnl = resolvePortfolioPositionPnl(baseMetrics, currentPriceBase);
@@ -334,26 +340,79 @@ async function appendTickerPositions(lines: string[], tickerFile: TickerRecord |
       const stats: CliStatEntry[] = [
         [
           "Position",
-          `${formatMarketQuantity(metrics.totalShares, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis, quantityCurrency: positionCurrency })} ${metrics.priceBasis === "percent-of-par" ? "@" : `${tickerFile.metadata.assetCategory === "BOND" ? "units" : contracts ? "contracts" : "shares"} @`} ${positionCurrency ? formatMarketCostWithCurrency(position.avgCost, positionCurrency, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis }) : "—"}`,
+          `${formatMarketQuantity(metrics.totalShares, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis, quantityCurrency: positionCurrency })} ${metrics.priceBasis === "percent-of-par" ? "@" : `${tickerFile.metadata.assetCategory === "BOND" ? "units" : contracts ? "contracts" : "shares"} @`} ${positionCurrency ? formatMarketCostWithCurrency(position.avgCost, positionCurrency, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis, currencyCode: codes }) : "—"}`,
         ],
-        ["Cost Basis", formatCurrency(costBasisBase, config.baseCurrency)],
-        ["Market Value", formatCurrency(marketValueBase, config.baseCurrency)],
+        ["Cost Basis", `${money(costBasisBase, config.baseCurrency)}${boughtRate !== null
+          ? ` (${formatFxRate(boughtRate)} ${config.baseCurrency.trim().toUpperCase()} per ${positionCurrency} when bought)` : ""}`],
+        ["Market Value", money(marketValueBase, config.baseCurrency)],
         [
           selectedPnl.basis === "broker-snapshot" ? "Broker P&L" : "P&L",
-          pnl === null ? "—" : colorBySign(formatSignedCurrency(pnl, config.baseCurrency), pnl),
+          pnl === null ? "—" : colorBySign(formatSignedCurrency(pnl, config.baseCurrency, codes), pnl),
         ],
       ];
       if (position.markPrice != null) {
-        stats.push(["Broker Mark", positionCurrency ? formatMarketPriceWithCurrency(position.markPrice, positionCurrency, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis }) : "—"]);
+        stats.push(["Broker Mark", positionCurrency ? formatMarketPriceWithCurrency(position.markPrice, positionCurrency, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier, priceBasis: metrics.priceBasis, currencyCode: codes }) : "—"]);
       }
       lines.push(renderStats(stats));
       if (index < positions.length - 1) {
         lines.push("");
       }
     }
+    for (const note of conversionNotes(toBase, converted, rates)) lines.push(cliStyles.muted(note));
   }
 }
 
+/** The ticker report's converter: what `createBaseConverter` makes, whose rates a report states; a plain function in tests. */
+type ReportBaseConverter = ((value: number, fromCurrency: string) => Promise<number>) & { conversions?(): BaseConversion[] };
+
+/**
+ * A base currency other than USD reads every amount with its code (259.36
+ * USD, 878.15B CAD): $ alone is also the Canadian, Australian and other
+ * dollars. A USD base keeps the signs it always had.
+ */
+export function writesCurrencyCodes(config: Pick<AppConfig, "baseCurrency"> | undefined): boolean {
+  const base = config?.baseCurrency?.trim().toUpperCase();
+  return !!base && base !== "USD";
+}
+
+/**
+ * What the report's rate notes have said and must say: each currency's rate
+ * is stated once, under the first section that converted it, and a lot whose
+ * cost converts at the rate entered when it was bought is left out of it.
+ */
+interface ReportRateNotes {
+  /** Currencies whose rate a note already gave. */
+  noted: Set<string>;
+  /** Currencies of lots whose Cost Basis is at their own entered rate. */
+  boughtAt: ReadonlySet<string>;
+}
+
+/** The currencies of the shown lots whose cost converts into the base currency at the rate they were bought at. */
+function boughtRateCurrencies(tickerFile: TickerRecord | null, quoteCurrency: string, baseCurrency: string): Set<string> {
+  return new Set((tickerFile?.metadata.positions ?? []).flatMap((position) => {
+    const currency = (position.currency || quoteCurrency).trim();
+    return position.shares !== 0 && currency && lotCostFxRate(position, currency, baseCurrency) !== null ? [currency.toUpperCase()] : [];
+  }));
+}
+
+/**
+ * "CAD figures at USD/CAD 1.40623, as of 2026-10-21 04:46 UTC.": the rate
+ * and its date for each currency in `currencies` the report converted into
+ * the base currency, as markets quote the pair (USD/JPY, not JPY/USD), so a
+ * converted figure is never without what it was converted at. A rate already
+ * stated is not repeated, and a cost basis at its own rate is excepted.
+ */
+function conversionNotes(toBase: ReportBaseConverter, currencies: ReadonlySet<string>, rates: ReportRateNotes): string[] {
+  return (toBase.conversions?.() ?? [])
+    .filter((conversion) => currencies.has(conversion.currency) && conversion.currency !== conversion.baseCurrency && !rates.noted.has(conversion.currency))
+    .map(({ currency, baseCurrency, rate, asOf }) => {
+      rates.noted.add(currency);
+      const quoted = quotedFxPair(currency, baseCurrency, rate);
+      const except = rates.boughtAt.has(currency) ? ", except a cost basis at the rate it was bought at" : "";
+      return `${baseCurrency} figures at ${quoted.pair} ${formatFxRate(quoted.rate)}${asOf != null ? `, as of ${formatTimestamp(asOf)}` : ""}${except}.`;
+    });
+}
+
 /** A source's enterprise value is in the units of the capitalization it reports beside it,
  * which without a declared unit is the listing's quote currency (as the overview labels it). */
 function enterpriseValueCurrency(
@@ -378,9 +437,9 @@ interface FundamentalsMetric {
 
 type MetricFigure = Omit<FundamentalsMetric, "label">;
 
-/** An amount in the currency the source reported it in; `ccy?` when it named none, as the text says. */
-function reportedMoney(value: number | undefined, currency: string | undefined, perShare = false): MetricFigure {
-  return { text: formatReportedMoney(value, currency, perShare), value, unit: currency?.trim() || "ccy?" };
+/** An amount in the currency the source reported it in; `ccy?` when it named none, as the text says. `codes`: per share too (6.54 USD). */
+function reportedMoney(value: number | undefined, currency: string | undefined, perShare = false, codes = false): MetricFigure {
+  return { text: formatReportedMoney(value, currency, perShare, codes), value, unit: currency?.trim() || "ccy?" };
 }
 
 /** The EV line: labelled "(provider)" when it is more than 5% from market cap + debt - cash, "unavailable" when withdrawn. */
@@ -570,6 +629,7 @@ function fundamentalsMetrics(
   enterpriseValue = reportedMoney(reportedEnterpriseValue(fundamentals), enterpriseValueCurrency(quote, fundamentals)),
   distributions: DividendDistributions | null = null,
   bond: FundBondFacts | null = null,
+  codes = false,
 ): FundamentalsMetric[] {
   const signed = (value: number) => colorBySign(formatPercent(value), value);
   const receipt = fundamentals?.sharesOutstanding != null && sharesOutstandingInReceipts(quote, fundamentals, profile?.description);
@@ -581,7 +641,7 @@ function fundamentalsMetrics(
     { label: "Forward P/E", ...multipleFigure(priceEarningsOnEarnings(fundamentals?.forwardPE, fundamentals?.forwardEps)) },
     { label: "PEG", ...multipleFigure(fundamentals?.pegRatio) },
     // The flows and EPS are one trailing-twelve-month block, the same twelve months for each line.
-    { label: "EPS (TTM)", ...reportedMoney(fundamentals?.eps, fundamentals?.epsCurrency?.trim() || reportingCurrency, true) },
+    { label: "EPS (TTM)", ...reportedMoney(fundamentals?.eps, fundamentals?.epsCurrency?.trim() || reportingCurrency, true, codes) },
     {
       label: dividendYieldLabel(fundamentals?.dividendYieldBasis, bond),
       ...forwardYieldFigure(fundamentals, distributions),
@@ -684,6 +744,8 @@ type FundamentalsReportData = TickerFinancials & {
   bank?: BankFiguresPayload | null;
   /** In place of `bank`, for a bank whose figures could not be read. */
   bankNote?: string | null;
+  /** A base currency other than USD: every amount reads with its code (`writesCurrencyCodes`). */
+  currencyCodes?: boolean;
 };
 
 /** "Latest quarter 2026-06-30, 10-Q filed 2026-08-06." and the newer quarter's results release, for the lines under a report's figures. */
@@ -723,7 +785,10 @@ function valuationPriceMetrics(financials: FundamentalsReportData): Fundamentals
   const quote = financials.quote;
   const session = getRegularSessionDisplay(quote);
   if (!quote || !session) return [];
-  const options = withCurrencyMinorDigits(quoteFormatOptions(quote, undefined, financials.quoteMetadata?.instrumentType), quote.currency);
+  const options = withCurrencyMinorDigits({
+    ...quoteFormatOptions(quote, undefined, financials.quoteMetadata?.instrumentType),
+    ...financials.currencyCodes ? { currencyCode: true } : {},
+  }, quote.currency);
   const price = (value: number) => formatMarketPriceWithCurrency(value, quote.currency, options);
   const extended = getExtendedSessionDisplay(quote);
   const extendedLabel = extended ? EXTENDED_SESSION_LABELS[extended.session] : "";
@@ -732,7 +797,8 @@ function valuationPriceMetrics(financials: FundamentalsReportData): Fundamentals
     session.changePercent != null && Number.isFinite(session.changePercent)
       ? {
         label: "Change",
-        text: colorBySign(`${formatMarketChangeWithCurrency(session.change, quote.currency, options, session.price)} (${formatPercentRaw(session.changePercent)})`, session.change),
+        // With what the move is measured from, as `ticker` and `quote` say it: "vs Fri 16 Oct close".
+        text: quoteChangeText(quote, session, options),
         value: session.changePercent,
         unit: "%",
       }
@@ -767,7 +833,7 @@ function fundamentalsReportMetrics(snapshot: FundamentalsReportData, view: "fund
     ? { text: `${formatCompact(capitalization.value)} ${capitalization.currency}`, value: capitalization.value, unit: capitalization.currency }
     : { text: "—" };
   const metrics = fundamentalsMetrics(quote, fundamentals, financials.profile, marketCap, computeTickerPriceReturns(financials), fundamentalsCurrency(financials),
-    undefined, snapshot.distributions ?? null, snapshot.bondFund ?? null);
+    undefined, snapshot.distributions ?? null, snapshot.bondFund ?? null, snapshot.currencyCodes === true);
   if (view === "fundamentals") {
     return [...metrics, ...floatAndShortInterestMetrics(quote, fundamentals, financials.profile)]
       .filter((metric) => metric.text !== "—");
@@ -912,8 +978,11 @@ export async function buildTickerReport({
   distributions = null,
   statementFilings = null,
   bondFund = null,
+  memberships,
 }: {
   symbol: string;
+  /** The lists holding the company, by any of its listings (loadCompanyMemberships); the saved listing's own lists when absent. */
+  memberships?: CompanyMemberships;
   /** The filings behind the latest statements, and a newer quarter's results release. */
   statementFilings?: StatementFilingsReport | null;
   /** A bond fund's SEC yield, yield to worst and duration (loadReportBondFacts). */
@@ -927,7 +996,7 @@ export async function buildTickerReport({
   tickerFile: TickerRecord | null;
   financials: TickerFinancials;
   config: AppConfig;
-  toBase: (value: number, fromCurrency: string) => Promise<number>;
+  toBase: ReportBaseConverter;
   notes?: string;
   /** Why there is no quote, when a source said; "Quote unavailable." otherwise. */
   quoteNote?: string;
@@ -944,8 +1013,14 @@ export async function buildTickerReport({
   const profile = financials.profile;
   const name = quote?.name || tickerFile?.metadata.name || symbol;
   const baseQuoteOptions = quoteFormatOptions(quote, tickerFile?.metadata.assetCategory, financials.quoteMetadata?.instrumentType);
+  const baseCurrency = config.baseCurrency.trim().toUpperCase();
+  const codes = writesCurrencyCodes(config);
+  const rates: ReportRateNotes = {
+    noted: new Set(),
+    boughtAt: boughtRateCurrencies(tickerFile, quote?.currency?.trim() || tickerFile?.metadata.currency?.trim() || "", config.baseCurrency),
+  };
   // Pad money prices to the currency's minor unit so a range reads £35.10 - £35.485, never past it (JPY has none).
-  const quoteOptions = withCurrencyMinorDigits(baseQuoteOptions, quote?.currency);
+  const quoteOptions = withCurrencyMinorDigits(codes ? { ...baseQuoteOptions, currencyCode: true } : baseQuoteOptions, quote?.currency);
   const lines: string[] = [];
 
   lines.push(`${cliStyles.accent(quote?.symbol ?? symbol)} ${cliStyles.bold(name)}`);
@@ -956,9 +1031,10 @@ export async function buildTickerReport({
   const indexLevel = isIndexLevel(quote?.instrumentType?.trim() || financials.quoteMetadata?.instrumentType?.trim() || tickerFile?.metadata.assetCategory);
   const summaryParts = [
     listingVenueLabel(listingExchange, quote, financials, tickerFile) || undefined,
-    indexLevel ? INDEX_POINTS_LABEL : quoteCurrency ? `Currency ${quoteCurrency}` : undefined,
+    indexLevel ? INDEX_POINTS_LABEL : quoteCurrency ? `Currency ${currencyCodeLabel(quoteCurrency)}` : undefined,
     quoteMarketStateLabel(quote) ?? undefined,
-    quote?.dataSource ? `Source ${quote.dataSource.toUpperCase()}` : undefined,
+    // A listing that no longer trades has no delay to speak of: its quote is its last session's close.
+    quote?.dataSource && !quote.delisting ? `Source ${quote.dataSource.toUpperCase()}` : undefined,
   ].filter((part): part is string => !!part);
   if (summaryParts.length > 0) {
     lines.push(cliStyles.muted(summaryParts.join(METADATA_SEPARATOR)));
@@ -977,14 +1053,15 @@ export async function buildTickerReport({
     lines.push(cliStyles.muted(metadataParts.join(METADATA_SEPARATOR)));
   }
 
-  const portfolioNames = tickerFile ? formatPortfolioNames(config, tickerFile.metadata.portfolios) : [];
-  const watchlistNames = tickerFile ? formatWatchlistNames(config, tickerFile.metadata.watchlists) : [];
+  // A list that holds the company as another of its listings says which: "Watchlists R (as RCI.B:TSX)".
+  const lists = memberships ?? companyMemberships(config, tickerFile, [], null);
+  const listNames = (held: readonly ListMembership[]) => held.map((list) => list.via ? `${list.name} (as ${list.via})` : list.name).join(", ");
   const membershipParts = [
-    portfolioNames.length > 0
-      ? `Portfolios ${portfolioNames.join(", ")}`
+    lists.portfolios.length > 0
+      ? `Portfolios ${listNames(lists.portfolios)}`
       : undefined,
-    watchlistNames.length > 0
-      ? `Watchlists ${watchlistNames.join(", ")}`
+    lists.watchlists.length > 0
+      ? `Watchlists ${listNames(lists.watchlists)}`
       : undefined,
   ].filter((part): part is string => !!part);
   if (membershipParts.length > 0) {
@@ -994,21 +1071,27 @@ export async function buildTickerReport({
   // Market cap and the multiples are measured at the regular session price the Quote section heads with.
   const priced = atRegularSessionPrice(financials);
   const capitalization = selectMarketCapitalization(priced.quote, priced.fundamentals);
-  const convertedMarketCap = capitalization ? await toBase(capitalization.value, capitalization.currency) : Number.NaN;
+  // Market cap and EV read in the currency they are reported in, as the revenue and income beside them do,
+  // with the base currency's figure after them when it differs: 627.2B USD (878.15B CAD).
+  const convertedCurrencies = new Set<string>();
+  const inBase = async (value: number, currency: string): Promise<string> => {
+    // A minor unit converts as the hundredth of its currency it is: 2.75T GBp is 27.5B GBP, never 2.75T GBP.
+    const unit = heldCurrencyUnit(currency);
+    if (!unit.currency || (unit.currency === baseCurrency && unit.divisor === 1)) return "";
+    const major = value / unit.divisor;
+    const converted = unit.currency === baseCurrency ? major : await toBase(major, unit.currency);
+    if (!Number.isFinite(converted)) return "";
+    if (unit.currency !== baseCurrency) convertedCurrencies.add(unit.currency);
+    return ` (${formatCompact(converted)} ${baseCurrency})`;
+  };
   const marketCapText = capitalization
-    ? Number.isFinite(convertedMarketCap)
-      ? `${formatCompact(convertedMarketCap)} ${config.baseCurrency}`
-      : `${formatCompact(capitalization.value)} ${capitalization.currency}`
+    ? `${formatCompact(capitalization.value)} ${capitalization.currency}${await inBase(capitalization.value, capitalization.currency)}`
     : "—";
   // Shown in the same currency as the market cap, so the two can be compared.
   const enterpriseValue = reportedEnterpriseValue(priced.fundamentals);
   const evCurrency = enterpriseValueCurrency(quote, fundamentals);
-  // A minor unit such as GBp stays as reported: the converter would read it as the major currency.
-  const convertedEnterpriseValue = enterpriseValue != null && evCurrency && /^[A-Z]{3}$/.test(evCurrency)
-    ? await toBase(enterpriseValue, evCurrency) : Number.NaN;
-  const enterpriseValueText = Number.isFinite(convertedEnterpriseValue)
-    ? `${formatCompact(convertedEnterpriseValue)} ${config.baseCurrency}`
-    : formatReportedMoney(enterpriseValue, evCurrency);
+  const enterpriseValueText = `${formatReportedMoney(enterpriseValue, evCurrency)}${enterpriseValue != null && evCurrency
+    ? await inBase(enterpriseValue, evCurrency) : ""}`;
 
   if (quote) {
     // As the Overview reads it: the regular session, then the extended-hours print against its close.
@@ -1023,13 +1106,16 @@ export async function buildTickerReport({
     const volume = reportedQuoteVolume(quote);
     // A futures price is its latest trade; the exchange settlement is its own row, dated by its session.
     appendMetricSection(lines, "Quote", [
-      ["Last", colorBySign(formatMarketPriceWithCurrency(session.price, quote.currency, quoteOptions), session.change)],
+      // A price in cents says what it is per: 314.95¢/lb.
+      ["Last", colorBySign(`${formatMarketPriceWithCurrency(session.price, quote.currency, quoteOptions)}${minorUnitPricePer(futuresContract, quote.currency)}`, session.change)],
       ...futuresContract
         ? [["Settle", futuresSettleText(futuresContract, quote)] as [string, string]]
         : [],
-      ["Change", colorBySign(`${formatMarketChangeWithCurrency(session.change, quote.currency, quoteOptions, session.price)} (${formatPercentRaw(session.changePercent)})`, session.change)],
+      // The move says what it is measured from: "vs Fri 16 Oct close", a future's "vs Fri 16 Oct settle".
+      ["Change", quoteChangeText(quote, session, quoteOptions, futuresContract)],
       ["Open", quote.open != null ? formatMarketPriceWithCurrency(quote.open, quote.currency, quoteOptions) : "—"],
-      ["Day Range", quote.low != null || quote.high != null
+      // A listing that no longer trades: its last session's range, never today's.
+      [quote.delisting ? "Last Session" : "Day Range", quote.low != null || quote.high != null
         ? formatPriceRange(quote.low, quote.high, quote.currency, quoteOptions)
         : "—"],
       ["52W Range", quote.low52w != null || quote.high52w != null
@@ -1050,10 +1136,11 @@ export async function buildTickerReport({
   }
 
   const metrics = fundamentalsMetrics(quote, priced.fundamentals, profile, { text: marketCapText }, priceReturns, fundamentalsCurrency(financials),
-    { text: enterpriseValueText }, distributions, bondFund);
+    { text: enterpriseValueText }, distributions, bondFund, codes);
   const beforeFundamentals = lines.length;
   appendMetricSection(lines, "Fundamentals", metricLines(metrics));
   for (const note of fundamentalsNotes(priced, metrics, quote?.currency)) lines.push(cliStyles.muted(note));
+  if (lines.length > beforeFundamentals) for (const note of conversionNotes(toBase, convertedCurrencies, rates)) lines.push(cliStyles.muted(note));
   // Where a fund's facts would go: under its fundamentals, or in their place.
   const fund = fundFactsNote(quote?.symbol ?? symbol,
     quote?.tradingExchangeName || listingExchange || quote?.listingExchangeName || quote?.exchangeName || tickerFile?.metadata.exchange, financials, tickerFile);
@@ -1071,13 +1158,13 @@ export async function buildTickerReport({
   const latestAnnual = latestFinancialPeriod(financials.annualStatements, row => row.date);
   if (latestAnnual) {
     appendMetricSection(lines, `Latest Annual (${statementPeriodText(latestAnnual.date, statementFilings?.latestAnnual ?? null)})`,
-      buildStatementMetrics(latestAnnual, statementCurrency(latestAnnual)));
+      buildStatementMetrics(latestAnnual, statementCurrency(latestAnnual), codes));
   }
 
   const latestQuarter = latestFinancialPeriod(financials.quarterlyStatements, row => row.date);
   if (latestQuarter) {
     appendMetricSection(lines, `Latest Quarter (${statementPeriodText(latestQuarter.date, statementFilings?.latestQuarter ?? null)})`,
-      buildStatementMetrics(latestQuarter, statementCurrency(latestQuarter)));
+      buildStatementMetrics(latestQuarter, statementCurrency(latestQuarter), codes));
   }
   // The statements stop a quarter short of the results the company has released.
   if (statementFilings?.resultsRelease && (latestAnnual || latestQuarter)) lines.push(cliStyles.muted(resultsReleaseText(statementFilings.resultsRelease)));
@@ -1113,7 +1200,7 @@ export async function buildTickerReport({
     link: filing.filingUrl,
   })), hiddenFilingsNote(hiddenSecFilings));
 
-  await appendTickerPositions(lines, tickerFile, quote, config, toBase);
+  await appendTickerPositions(lines, tickerFile, quote, config, toBase, rates);
 
   return lines.join("\n");
 }
@@ -1132,9 +1219,11 @@ function buildTickerStructuredData({
   distributions,
   statementFilings,
   bondFund = null,
+  memberships,
 }: {
   symbol: string;
   listing: CliListing;
+  memberships: CompanyMemberships;
   statementFilings: StatementFilingsReport | null;
   bondFund?: FundBondFacts | null;
   futuresContract: FuturesContractTermsPayload | null;
@@ -1161,6 +1250,10 @@ function buildTickerStructuredData({
       name: quote.name,
       // Last and Change as the text report reads them, then the extended print from that close.
       ...getQuoteSessionFields(quote),
+      // What Change is measured from ("vs Fri 16 Oct close"), and the quote's previous close with its exchange-local date.
+      changeBasis: changeBasisJson(quoteChangeBasis(quote, { terms: futuresContract })),
+      previousClose: quote.previousClose ?? null,
+      previousCloseDate: quotePreviousCloseDate(quote),
       priceBasis: quote.priceBasis ?? null,
       currency: quote.currency,
       marketCap: priced.quote?.marketCap ?? null,
@@ -1186,6 +1279,8 @@ function buildTickerStructuredData({
       watchlists: formatWatchlistNames(config, tickerFile.metadata.watchlists),
       positions: tickerFile.metadata.positions,
     } : null,
+    // The lists holding the company by any of its listings; `via` names the other listing a list holds it as.
+    memberships,
     fundamentals: financials.fundamentals || priceReturns.return1Y != null || priceReturns.return3Y != null ? exportedDividendFundamentals(exportedFundamentals({
       ...priced.fundamentals,
       ...priceReturns,
@@ -1318,6 +1413,15 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
       quarter: latestFinancialPeriod(resolvedFinancials.quarterlyStatements, (row) => row.date),
       annual: latestFinancialPeriod(resolvedFinancials.annualStatements, (row) => row.date),
     });
+    // A list holding the company as another of its listings counts (a list of RCI.B:TSX holds RCI); read beside the rest. It never fails.
+    const membershipsLoad = loadCompanyMemberships({
+      config,
+      own: tickerFile,
+      symbol: listing.symbol,
+      exchange: canonicalExchange(listing.exchange || quote?.listingExchangeName || quote?.exchangeName || tickerFile?.metadata.exchange),
+      loadTickers: () => store.loadAllTickers(),
+      dataProvider,
+    });
     const [notesResult, newsResult, secFilingsResult] = await Promise.allSettled([
       notesFiles.load(tickerFile?.metadata.ticker ?? normalized),
       dataProvider.getNews({
@@ -1351,6 +1455,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
     const coinNote = listing.exchange ? null
       : notTheCoinNote(listing.symbol, quote ?? (tickerFile ? { name: tickerFile.metadata.name, instrumentType: tickerFile.metadata.assetCategory } : null));
     const listingNote = [choiceNote, coinNote].filter((note): note is string => !!note).join("\n") || undefined;
+    const memberships = await membershipsLoad;
     if (dependencies.printResult) {
       const warnings = [choiceNote, coinNote, quoteNote].filter((note): note is string => !!note);
       dependencies.printResult({
@@ -1370,6 +1475,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
           distributions: await distributions,
           statementFilings: await statementFilings,
           bondFund: await bondFund,
+          memberships,
         }),
       });
       return;
@@ -1392,6 +1498,7 @@ export async function ticker(symbol: string, dependencies: TickerCommandDependen
         distributions: await distributions,
         statementFilings: await statementFilings,
         bondFund: await bondFund,
+        memberships,
     }));
     if (freshness) console.log(`\n${cliFreshnessFooter(freshness)}`);
   });

package/src/cli/currency-hints.ts

@@ -0,0 +1,27 @@
+import { isVenueAbroad } from "../tickers/listing-fate";
+import type { Quote } from "../types/financials";
+import { isCurrencyCode } from "../utils/currency-pair";
+import { canonicalExchange } from "../utils/exchanges";
+import { UNLISTED_TYPES, type CliListing } from "./listing-arg";
+
+// Quoted as dollars per unit (EUR/USD); every other currency as units per dollar (USD/MXN).
+const DOLLARS_PER_UNIT = new Set(["EUR", "GBP", "AUD", "NZD"]);
+
+/**
+ * "MXN is also a currency: fx MXN, quote USD/MXN" for a bare currency code
+ * that read as a listing abroad (MXN is mixi Inc on Stuttgart's exchange): the
+ * quote is that company's, and a currency was likely what was typed. Null for
+ * a code that is no currency, for the dollar (a US fund trades as USD, and
+ * there is no USD/USD), for a listing that named or saved its venue, and for
+ * one in the US.
+ */
+export function currencyCodeNote(
+  listing: Pick<CliListing, "symbol" | "exchange" | "saved">,
+  quote: Pick<Quote, "listingExchangeName" | "exchangeName" | "instrumentType"> | null | undefined,
+): string | null {
+  const code = listing.symbol;
+  if (!quote || listing.exchange || listing.saved || code === "USD" || !/^[A-Z]{3}$/.test(code) || !isCurrencyCode(code)) return null;
+  if (UNLISTED_TYPES.has(quote.instrumentType?.trim().toUpperCase() ?? "")) return null;
+  if (!isVenueAbroad(canonicalExchange(quote.listingExchangeName || quote.exchangeName))) return null;
+  return `${code} is also a currency: fx ${code}, quote ${DOLLARS_PER_UNIT.has(code) ? `${code}/USD` : `USD/${code}`}`;
+}

package/src/cli/fx-pair.ts

@@ -1,5 +1,6 @@
 import { currencyMinorDigits } from "../market-data/market/format";
 import { parseTypedNumber, readCurrencyAmount } from "../utils/decimal-comma";
+import { currenciesNamed } from "../utils/currency-names";
 
 /**
  * What `gloomberb fx` is asked for. A bare code is one unit of it in the base
@@ -12,6 +13,8 @@ export interface FxRequest {
   currency: string;
   /** The currency the price is in: the base currency for a bare code, the quote of a pair. */
   baseCurrency: string;
+  /** Each currency typed as its name (`yen`) and the code it was read as, said beside the answer. */
+  readAs?: string[];
 }
 
 const CURRENCY_CODE = /^[A-Z]{3}$/;
@@ -30,19 +33,45 @@ function isKnownCurrency(code: string): boolean {
   return knownCurrencies.has(code);
 }
 
+/**
+ * A currency typed as its name: the code a name that is one currency's reads
+ * as, or the sentence listing the currencies a name several share (`peso`),
+ * with `retry` the argument that asks for the first of them. Null for text
+ * that names none.
+ */
+function readCurrencyName(typed: string, retry: (code: string) => string): { code: string } | { error: string } | null {
+  const named = currenciesNamed(typed);
+  if (named.length === 0) return null;
+  if (named.length === 1) return { code: named[0]!.code };
+  const choices = named.map(({ code, qualifier }) => (qualifier ? `${code} (${qualifier})` : code)).join(", ");
+  return { error: `${typed} names several currencies: ${choices}. Write one as its code, such as fx ${retry(named[0]!.code)}.` };
+}
+
 /** The request, or the sentence saying what is wrong with the argument. */
 export function parseFxRequest(raw: string, baseCurrency: string): FxRequest | { error: string } {
+  const typed = raw.trim().split("/").map((part) => part.trim());
   const text = raw.trim().toUpperCase();
-  const parts = text.split("/").map((part) => part.trim());
+  const parts = typed.map((part) => part.toUpperCase());
   if (parts.length > 2 || parts.some((part) => !part)) return { error: `"${raw}" is not a currency or a pair such as USD/NGN.` };
   // EURUSD is the pair typed without its slash: say how to write it.
   const joined = parts.length === 1 && /^[A-Z]{6}$/.test(text) && isKnownCurrency(text.slice(0, 3)) && isKnownCurrency(text.slice(3));
   if (joined) return { error: `${text} is not a currency code; write the pair as ${text.slice(0, 3)}/${text.slice(3)}.` };
+  // A name (peso, yen, Swiss franc) is a currency's code. Three letters that are a code stay one: only a name that is no code reads as one.
+  const readAs: string[] = [];
+  for (const [index, part] of parts.entries()) {
+    if (isKnownCurrency(part)) continue;
+    const named = readCurrencyName(typed[index]!, (code) => parts.map((other, at) => at === index ? code : other).join("/"));
+    if (!named) continue;
+    if ("error" in named) return named;
+    readAs.push(`Read ${typed[index]} as ${named.code}.`);
+    parts[index] = named.code;
+  }
   const bad = parts.filter((part) => !CURRENCY_CODE.test(part));
   if (bad.length > 0) return { error: `${bad.join(" and ")} ${bad.length > 1 ? "are not currency codes" : "is not a currency code"}; use three letters such as NGN.` };
-  return parts.length === 2
+  const request = parts.length === 2
     ? { currency: parts[0]!, baseCurrency: parts[1]! }
     : { currency: parts[0]!, baseCurrency: baseCurrency.trim().toUpperCase() };
+  return readAs.length > 0 ? { ...request, readAs } : request;
 }
 
 /** What `gloomberb fx` is asked for, with the amount to convert when one comes first. */
@@ -55,7 +84,14 @@ export interface FxArgs {
 }
 
 /** Every form `fx` takes, for its usage line. */
-export const FX_USAGE = "fx <currency> | fx <base>/<quote> | fx <amount> <from>/<to> | fx <amount> <from> <to>";
+export const FX_USAGE = "fx <currency> | fx <base>/<quote> | fx <amount> <from>/<to> | fx <amount> <from> <to> [--date <day>]";
+
+/** A currency's name of several words (`hong kong dollar`, `100 swiss franc`) as the one argument it is. */
+function joinNameWords(args: readonly string[]): readonly string[] {
+  const amount = args.length > 2 && parseTypedNumber(args[0]).kind !== "invalid" ? 1 : 0;
+  const name = args.slice(amount).join(" ");
+  return args.length - amount > 1 && currenciesNamed(name).length > 0 ? [...args.slice(0, amount), name] : args;
+}
 
 /**
  * `fx` arguments: a currency or a pair (`EUR`, `USD/NGN`), or an amount and
@@ -66,7 +102,8 @@ export const FX_USAGE = "fx <currency> | fx <base>/<quote> | fx <amount> <from>/
  * refused naming both readings. An amount and one currency converts to USD
  * (`toUsdByDefault`). The error sentence otherwise.
  */
-export function parseFxArgs(args: readonly string[], baseCurrency: string): FxArgs | { error: string } {
+export function parseFxArgs(words: readonly string[], baseCurrency: string): FxArgs | { error: string } {
+  const args = joinNameWords(words);
   if (args.length === 1) {
     const request = parseFxRequest(args[0]!, baseCurrency);
     if (!("error" in request)) return { request };