gloomberb 0.18.3 → 0.18.4

package/src/api-client/socket.ts

@@ -23,6 +23,7 @@ import { debugLog } from "../utils/debug-log";
 import { canonicalExchange, normalizeSymbol } from "../utils/exchanges";
 import { mergeQuoteSubscriptionTargets } from "../market-data/quote-subscription-target";
 import { recordServerClockSample } from "../market-data/quotes/clock";
+import { perpetualListing } from "../tickers/perpetual-listing";
 import {
   connectionHealth,
   GLOOM_CLOUD_SOCKET_CONNECTION_ID,
@@ -41,6 +42,19 @@ export const CHAT_ATTACHMENTS_FEATURE = "chat.attachments";
 /** The app can run terminal tools relayed from a remote assistant; it still announces itself first. */
 export const TERMINAL_RELAY_FEATURE = "terminal.relay";
 const CLIENT_SOCKET_FEATURES = [MARKET_BATCH_FEATURE, CHAT_ATTACHMENTS_FEATURE, TERMINAL_RELAY_FEATURE] as const;
+/**
+ * The server streams perpetual listings (`BTC:HYPERLIQUID`) from their venues. Until a server offers it, they are
+ * kept off market.subscribe: an older one would read `BTC` on HYPERLIQUID as a stock symbol.
+ */
+const MARKET_PERPS_FEATURE = "market.perps";
+/**
+ * The most perpetual listings the app streams at once, across every pane: on screen and selected first. The server
+ * takes up to 100 from one connection (fewer signed out); the rest keep their fetched readings.
+ */
+const PERP_STREAM_BUDGET = 60;
+/** On screen and selected first, then by weight; equal ones keep the order they were asked in. */
+const perpStreamRank = (target: QuoteStreamTarget) => (target.selected ? 2 : 0) + (target.visible ? 1 : 0);
+const isPerpTarget = (target: QuoteStreamTarget) => !!perpetualListing(target.symbol, target.exchange);
 const cloudApiLog = debugLog.createLogger("cloud-api");
 
 type ChannelListener = (message: ChatMessage) => void;
@@ -143,6 +157,13 @@ export class CloudApiSocket {
   private featuresRequestedFor: WebSocket | null = null;
   /** What the last "ready" frame offered; kept across reconnects so a blip does not hide features. */
   private offeredFeatures: ReadonlySet<string> = new Set();
+  /**
+   * The connection whose server offered perpetual markets. Asked of every connection: a reconnect may reach an older
+   * server, which would read `BTC` on HYPERLIQUID as a stock symbol.
+   */
+  private perpsOfferedOn: WebSocket | null = null;
+  /** The perpetual listings this connection streams, within PERP_STREAM_BUDGET. */
+  private streamedPerps = new Map<string, QuoteStreamTarget>();
   private readonly offeredFeatureListeners = new Set<() => void>();
   private readonly connectionListeners = new Set<(event: "ready" | "closed") => void>();
   private readonly tapeListeners = new Map<string, { symbol: string; exchange: string; listeners: Set<(event: TapeFeedEvent) => void> }>();
@@ -761,6 +782,13 @@ export class CloudApiSocket {
     const changed = next.size !== this.offeredFeatures.size
       || [...next].some((feature) => !this.offeredFeatures.has(feature));
     this.offeredFeatures = next;
+    // Perpetual listings held back since the socket opened go out once this connection's server offers them.
+    const perpsOffered = next.has(MARKET_PERPS_FEATURE) ? this.ws : null;
+    if (perpsOffered !== this.perpsOfferedOn) {
+      this.perpsOfferedOn = perpsOffered;
+      this.streamedPerps.clear();
+      this.syncPerpSubscriptions();
+    }
     if (!changed) return;
     for (const listener of this.offeredFeatureListeners) listener();
   }
@@ -960,14 +988,41 @@ export class CloudApiSocket {
       this.sendSocketMessage({ type: "scanner.subscribe", scanner });
     }
 
-    if (this.quoteTargets.size > 0) {
+    const targets = [...this.quoteTargets.values()].filter((target) => !isPerpTarget(target));
+    if (targets.length > 0) {
       this.sendSocketMessage({
         type: "market.subscribe",
-        symbols: [...this.quoteTargets.values()].map((target) =>
+        symbols: targets.map((target) =>
           this.serializeQuoteStreamTarget(target),
         ),
       });
     }
+    this.streamedPerps.clear();
+    this.syncPerpSubscriptions();
+  }
+
+  /**
+   * Streams the perpetual listings within the budget, once this connection's server offers them: the best ranked
+   * across every pane. One that falls out is unsubscribed; one whose target changed (`changed`) is sent again.
+   */
+  private syncPerpSubscriptions(changed: ReadonlySet<string> = new Set()): void {
+    const ws = this.ws;
+    if (!ws || ws.readyState !== WebSocket.OPEN || this.perpsOfferedOn !== ws) return;
+    const wanted = new Map(
+      [...this.quoteTargets]
+        .filter(([, target]) => isPerpTarget(target))
+        .sort(([, left], [, right]) => perpStreamRank(right) - perpStreamRank(left) || (right.weight ?? 0) - (left.weight ?? 0))
+        .slice(0, PERP_STREAM_BUDGET),
+    );
+    const unsubscribes = [...this.streamedPerps].filter(([key]) => !wanted.has(key)).map(([, target]) => target);
+    const subscribes = [...wanted].filter(([key]) => !this.streamedPerps.has(key) || changed.has(key)).map(([, target]) => target);
+    this.streamedPerps = wanted;
+    if (unsubscribes.length > 0) {
+      this.sendSocketMessage({ type: "market.unsubscribe", symbols: unsubscribes.map((target) => this.serializeQuoteStreamTarget(target)) });
+    }
+    if (subscribes.length > 0) {
+      this.sendSocketMessage({ type: "market.subscribe", symbols: subscribes.map((target) => this.serializeQuoteStreamTarget(target)) });
+    }
   }
 
   private scheduleQuoteSubscriptionFlush(): void {
@@ -1002,10 +1057,15 @@ export class CloudApiSocket {
       this.pendingQuoteUnsubscribes.clear();
       return;
     }
-    const subscribes = [...this.pendingQuoteSubscribes.values()];
-    const unsubscribes = [...this.pendingQuoteUnsubscribes.values()];
+    const subscribes = [...this.pendingQuoteSubscribes.values()].filter((target) => !isPerpTarget(target));
+    const unsubscribes = [...this.pendingQuoteUnsubscribes.values()].filter((target) => !isPerpTarget(target));
+    const perpsChanged = [...this.pendingQuoteSubscribes]
+      .filter(([, target]) => isPerpTarget(target))
+      .map(([key]) => key);
+    const perpsMoved = perpsChanged.length > 0 || [...this.pendingQuoteUnsubscribes.values()].some(isPerpTarget);
     this.pendingQuoteSubscribes.clear();
     this.pendingQuoteUnsubscribes.clear();
+    if (perpsMoved) this.syncPerpSubscriptions(new Set(perpsChanged));
     if (unsubscribes.length > 0) {
       this.sendSocketMessage({
         type: "market.unsubscribe",

package/src/api-client/swap-curve.ts

@@ -0,0 +1,35 @@
+export const SWAP_TENORS = ["1Y", "2Y", "3Y", "5Y", "7Y", "10Y", "15Y", "20Y", "30Y"] as const;
+export type SwapTenor = typeof SWAP_TENORS[number];
+type SwapQuality = "ok" | "thin" | "missing";
+
+export interface SwapPoint {
+  tenor: SwapTenor;
+  years: number;
+  /** Percentage rate: 4.5 means 4.5%. */
+  rate: number | null;
+  changeBp: number | null;
+  spreadBp: number | null;
+  treasuryRate: number | null;
+  tradeCount: number;
+  candidateCount: number;
+  excludedCount: number;
+  notionalUsd: number;
+  quality: SwapQuality;
+}
+
+export interface SwapCurvePayload {
+  source: "DTCC PPD";
+  currency: "USD";
+  benchmark: "SOFR";
+  asOf: string | null;
+  fetchedAt: string | null;
+  stale: boolean;
+  previousDate: string | null;
+  treasuryDate: string | null;
+  points: SwapPoint[];
+  comparisons: Record<"week" | "month", { date: string | null; points: SwapPoint[] }>;
+  history: {
+    tenor: SwapTenor;
+    points: Array<{ date: string; rate: number | null; spreadBp: number | null; tradeCount: number; quality: SwapQuality }>;
+  };
+}

package/src/api-client/themes.ts

@@ -38,7 +38,13 @@ interface SnapshotMetadata {
   asOf: string;
   snapshotId: string;
   stale: boolean;
-  /** The US market as the server's delayed board reads it. Absent from older servers. */
+  /**
+   * Whose prices the board carries: `realtime` for a Pro account, priced from
+   * a live read the server renews every 15 seconds; `delayed`, fifteen
+   * minutes behind, otherwise. An older server leaves it out (delayed).
+   */
+  access?: "realtime" | "delayed";
+  /** The US market as the board reads it: now for a real-time board, fifteen minutes back otherwise. Absent from older servers. */
   session?: "PRE" | "REGULAR" | "POST" | "CLOSED" | null;
   /** Outside the regular session, the completed session every figure describes; null while one trades. */
   regularSessionDate?: string | null;

package/src/api-client/types.ts

@@ -480,6 +480,11 @@ export interface CloudPricePointPayload {
   low?: number;
   close: number;
   volume?: number;
+  /**
+   * One venue's count for a bar whose market volume is unavailable (a US session still trading, counted on IEX
+   * alone), served in place of `volume`.
+   */
+  venueVolume?: { venue: string; volume: number };
   /** A daily bar still forming when served: a coin's UTC day, or the trade date a future is trading. */
   partial?: boolean;
   /** A coin's daily bar whose prices were rebuilt from hourly bars; a day the source left empty has no volume. */
@@ -500,6 +505,43 @@ export interface CloudEconEventPayload {
   forecast: string | null;
   prior: string | null;
   impact: CloudEconImpact;
+  /** Rows the calendar adds beside its feeds: a central bank's kept decision or a statistics office's listed release. */
+  kind?: "central-bank-decision" | "statistics-release";
+  /** The publisher's own clock time and its IANA zone; null when it states no time. */
+  localTime?: string | null;
+  timeZone?: string;
+  /** Why a row has no time, when its publisher states none. */
+  timeNote?: string | null;
+  priorAsOf?: string | null;
+  referencePeriod?: string | null;
+  /** Who publishes the release (Freddie Mac for the 30-year mortgage rate), and its page when one is named. */
+  source?: { name: string; url?: string };
+}
+
+/** One currency's short-term rate, as GET /cloud/econ/short-rates serves it. */
+export interface CloudShortRate {
+  currency: string;
+  /** "SOFR", "TIIE 28d". */
+  name: string;
+  /** "overnight" or the term the rate is for. */
+  tenor: string;
+  tenorDays: number;
+  /** Days in the year the rate is quoted over. */
+  dayCountBasis: 360 | 365;
+  publisher: string;
+  sourceUrl: string;
+  /** Percent a year; null when it could not be read. */
+  value: number | null;
+  /** The day the rate is for. */
+  asOf: string | null;
+  fetchedAt: string | null;
+  stale: boolean;
+  unavailableReason: string | null;
+}
+
+export interface CloudShortRatesPayload {
+  generatedAt: string;
+  rates: CloudShortRate[];
 }
 
 /** CPI, payrolls and FOMC statement days as published, as GET /cloud/econ/release-days serves them. */
@@ -509,8 +551,17 @@ export interface CloudMacroReleaseDaysPayload {
   /** The last New York day the lists are complete for. */
   coveredThrough: string;
   sources: string[];
-  /** New York dates, oldest first. */
-  releases: Record<"cpi" | "jobs" | "fomc", string[]>;
+  /** New York dates, oldest first. Brazil's IPCA days when the server can vouch for them. */
+  releases: Record<"cpi" | "jobs" | "fomc", string[]> & { ipca?: string[] };
+  /** Each kind's figures by New York release day, for the days they are known. */
+  figures?: Partial<Record<"cpi" | "jobs" | "fomc" | "ipca", Record<string, {
+    event: string;
+    actual: string | null;
+    forecast: string | null;
+    prior: string | null;
+    /** Above the consensus (hot), below it (cool), at it (in-line); null without both. */
+    surprise: "hot" | "cool" | "in-line" | null;
+  }>>>;
 }
 
 export interface CloudFredObservationPayload {
@@ -523,6 +574,12 @@ export interface CloudFredObservationPayload {
   publisher?: string;
   /** When that publisher's value was first read, ISO in UTC. */
   publishedAt?: string;
+  /**
+   * The day FRED's source released this value (`YYYY-MM-DD`), on the newest
+   * observation of a weekly to annual series: September's permits are dated
+   * 1 Sep and were released 20 Oct. Absent on daily series and older points.
+   */
+  releasedOn?: string;
 }
 
 export interface CloudFredSeriesInfoPayload {
@@ -681,6 +738,10 @@ export interface CloudCdsLevelsResponse {
 interface CloudShortInterestPointPayload {
   settlementDate: string;
   shortPercentFloat?: number | null;
+  /** The 10-K or 10-Q cover share count known when FINRA published the settlement. Absent on servers older than the field. */
+  sharesOutstanding?: number;
+  /** YYYY-MM-DD that count was taken. */
+  sharesOutstandingAsOf?: string;
   sharesShort: number;
   previousSharesShort: number | null;
   averageDailyVolume: number | null;
@@ -819,6 +880,11 @@ export interface CloudEarningsCallPayload {
   sentiment: number | null;
   /** The replay or event page the transcript came from. */
   webcastUrl?: string | null;
+  /**
+   * Whether `callAt` is the call's start or its day alone (00:00 UTC of that
+   * New York day). Absent from a server that predates it.
+   */
+  callTimeKnown?: boolean;
 }
 
 interface CloudJobsSeriesPoint {
@@ -864,6 +930,17 @@ export interface CloudJobsPosting {
   tags: string[];
 }
 
+/** One posting as its detail view reads it. */
+export interface CloudJobsPostingDetail extends CloudJobsPosting {
+  /** The careers system's own id. */
+  externalId: string;
+  /** As the careers system writes it ("Full time", "FULL_TIME", "CDI"). */
+  employmentType: string | null;
+  /** The start of the role's description, as read from its page. */
+  description: string | null;
+  closedAt: string | null;
+}
+
 export interface CloudJobsChange {
   count: number;
   percent: number | null;
@@ -1335,6 +1412,8 @@ interface CloudSecFilingPayload {
   primaryDocumentUrl?: string;
   /** The filing's SEC file number for this company, empty when it has none. Absent from older servers. */
   fileNumber?: string;
+  /** In a fund's list from a trust that runs several funds: filed for the fund's own series. Absent from older servers. */
+  fundSeries?: boolean;
 }
 
 interface CloudSecDocumentPayload {
@@ -2200,6 +2279,15 @@ export interface TeamCollectionItem {
   exchange: string;
   quantity: number | null;
   note: string | null;
+  /**
+   * A portfolio holding's purchase date (YYYY-MM-DD), its currency, and the
+   * rate its cost was bought at (one unit of `currency` in `costFxCurrency`).
+   * Null when no one has sent one; missing from a server that keeps none.
+   */
+  dateAcquired?: string | null;
+  currency?: string | null;
+  costFxRate?: number | null;
+  costFxCurrency?: string | null;
   addedBy: string;
   addedAt: string;
   updatedAt: string;

package/src/app/pane-runtime/plugin-bindings.ts

@@ -17,6 +17,7 @@ import {
 import { applyPluginToggles } from "../../plugins/ownership";
 import { setLayoutManagerDispatch } from "../../plugins/builtin/layout-manager";
 import { setMarketplaceHost } from "../../plugins/marketplace/store";
+import { deactivatePluginForRemoval } from "../../plugins/marketplace/deactivation";
 import type { InstalledPlugin } from "../../plugins/marketplace/model";
 import {
   listExternalPlugins,
@@ -235,7 +236,7 @@ export function bindAppPanePluginRegistry({
       const sharedPane = materialized.layout.instances[0];
       if (!sharedPane) throw new Error("This shared pane is invalid.");
       const paneDef = pluginRegistry.panes.get(sharedPane.paneId);
-      if (!paneDef) throw new Error("This shared pane is unavailable in this version of Gloomberb.");
+      if (!paneDef) throw new Error("This shared pane is unavailable in this version of Gloom.");
       const owner = pluginRegistry.getDisabledPaneOwner(sharedPane.paneId, stateRef.current.config.disabledPlugins);
       if (owner) throw new PluginOffError(owner, "this shared pane");
       const instance = buildPaneInstance(sharedPane.paneId, sharedPane);
@@ -502,7 +503,13 @@ export function bindAppPanePluginRegistry({
         for (const instanceId of orphaned) next = removePane(next, instanceId);
         persistLayout(next);
       }
-      if (pluginRegistry.allPlugins.has(pluginId)) pluginRegistry.unregister(pluginId);
+      try {
+        deactivatePluginForRemoval(pluginRegistry, pluginId);
+      } catch (error) {
+        const entry = listExternalPlugins().find((candidate) => candidate.plugin.id === pluginId);
+        if (entry) upsertExternalPlugin({ ...entry, needsRestart: true });
+        throw error;
+      }
       removeExternalPlugin(pluginId, directory);
     },
     contributions: (pluginId) => {

package/src/app/runtime/desktop-deeplink.ts

@@ -184,7 +184,7 @@ function parseCloudDeepLink(parsed: ParsedGloomUrl): DesktopDeepLinkAction {
       message: "Pro is active.",
     };
   }
-  return { type: "unsupported", message: "Unsupported Gloomberb cloud link." };
+  return { type: "unsupported", message: "Unsupported Gloom cloud link." };
 }
 
 function parseTickerDeepLink(parsed: ParsedGloomUrl): DesktopDeepLinkAction {
@@ -207,7 +207,7 @@ function parseCollectionDeepLink(parsed: ParsedGloomUrl, kind: CollectionDeepLin
 
 function parseAlertDeepLink(parsed: ParsedGloomUrl): DesktopDeepLinkAction {
   if ((parsed.segments[0] ?? "new") !== "new") {
-    return { type: "unsupported", message: "Unsupported Gloomberb alert link." };
+    return { type: "unsupported", message: "Unsupported Gloom alert link." };
   }
   const symbol = normalizeSymbol(param(parsed.url, "symbol", "ticker"));
   const condition = normalizeAlertCondition(param(parsed.url, "condition", "side", "trigger"));
@@ -255,7 +255,7 @@ function parseNewsDeepLink(parsed: ParsedGloomUrl): DesktopDeepLinkAction {
   if (route === "top") {
     return { type: "open-news", kind: "top", symbol: null, message: "Opened top news." };
   }
-  return { type: "unsupported", message: "Unsupported Gloomberb news link." };
+  return { type: "unsupported", message: "Unsupported Gloom news link." };
 }
 
 function parseLayoutDeepLink(parsed: ParsedGloomUrl): DesktopDeepLinkAction {
@@ -274,7 +274,7 @@ function parseShareDeepLink(parsed: ParsedGloomUrl): DesktopDeepLinkAction {
 
 export function resolveDesktopDeepLinkAction(rawUrl: string): DesktopDeepLinkAction {
   const parsed = parseGloomUrl(rawUrl);
-  if (!parsed) return { type: "unsupported", message: "Unsupported Gloomberb link." };
+  if (!parsed) return { type: "unsupported", message: "Unsupported Gloom link." };
 
   switch (parsed.host) {
     case "cloud":
@@ -298,7 +298,7 @@ export function resolveDesktopDeepLinkAction(rawUrl: string): DesktopDeepLinkAct
     case "layout":
       return parseLayoutDeepLink(parsed);
     default:
-      return { type: "unsupported", message: "Unsupported Gloomberb link." };
+      return { type: "unsupported", message: "Unsupported Gloom link." };
   }
 }
 

package/src/app/runtime/plugin-bindings.ts

@@ -4,7 +4,7 @@ import {
   clearPersistedBrokerAccounts,
   getBrokerAccountCacheSourceKey,
 } from "../../brokers/account-cache";
-import { clearLeftoverBrokerHoldings, findPortfolioHeir, knownBrokerHoldings } from "../../brokers/broker-portfolio-sync";
+import { accountsShownFor, clearLeftoverBrokerHoldings, findPortfolioHeir, knownBrokerHoldings } from "../../brokers/broker-portfolio-sync";
 import type { AppTickerRepositoryPort } from "../../core/app-service-ports";
 import type { MarketDataCoordinator } from "../../market-data/coordinator";
 import { instrumentFromTicker } from "../../market-data/request-types";
@@ -143,7 +143,7 @@ export function bindPluginRegistryRuntimeAccess({
 
       await broker.connect?.(instance);
       if (broker.listAccounts) {
-        const accounts = await broker.listAccounts(instance);
+        const accounts = accountsShownFor(stateRef.current.config, instance, await broker.listAccounts(instance));
         dispatch({ type: "SET_BROKER_ACCOUNTS", instanceId, accounts });
       }
     },

package/src/app/runtime/startup.ts

@@ -8,6 +8,7 @@ import { instrumentFromTicker, type InstrumentRef } from "../../market-data/requ
 import { useSavedLayoutWarmup } from "./layout-warmup";
 import { chatController } from "../../plugins/builtin/chat/controller";
 import { PLUGIN_MARKETPLACE_PANE_ID } from "../../plugins/marketplace/ids";
+import { takePluginSeedNotice } from "../../plugins/seed-notice";
 import type { LoadedExternalPlugin } from "../../plugins/loader";
 import type { PluginRegistry } from "../../plugins/registry";
 import type {
@@ -38,6 +39,8 @@ const appLog = debugLog.createLogger("app");
 
 /** How long the restored panes wait for plugins that register theirs during setup. */
 const RESTORED_FUNCTIONS_WAIT_MS = 15_000;
+/** Long enough to read what to install before it goes. */
+const PLUGIN_SEED_NOTICE_MS = 12_000;
 
 /**
  * One function per pane placed in the layout: docked, floating and popped
@@ -203,6 +206,16 @@ export function useAppStartupRuntime({
     // identity, so this runs when initialization flips and not again.
   }, [externalPlugins, isDetachedWindow, pluginRegistry, state.initialized]);
 
+  // Official plugins the launch could not install (no git, offline) are
+  // otherwise simply missing. One notice, taken once, says which and why.
+  useEffect(() => {
+    if (!state.initialized || isDetachedWindow) return;
+    const notice = takePluginSeedNotice();
+    if (!notice) return;
+    appLog.warn("official plugins not installed at launch", { notice: notice.body });
+    pluginRegistry.notify({ ...notice, duration: PLUGIN_SEED_NOTICE_MS });
+  }, [isDetachedWindow, pluginRegistry, state.initialized]);
+
   // What people keep on screen: the functions open in the workspace restored
   // at launch, counted once per session. The layout is taken as restored,
   // before cloud sync can replace it; the first launch shows the default

package/src/app/star-prompt/status-line.tsx

@@ -49,7 +49,7 @@ function starPromptCopy(widgetRoom: number, openKey: string, dismissKey: string)
     + 1 + (dismissKey ? 1 + displayWidth(dismissKey) : 0)
     // The chip padding after the line.
     + 1;
-  for (const lead of [t("Enjoying Gloomberb? Star it on GitHub"), t("Star on GitHub")]) {
+  for (const lead of [t("Enjoying Gloom? Star it on GitHub"), t("Star on GitHub")]) {
     const columns = displayWidth(STAR + lead) + keys;
     if (spare >= columns) return { lead, columns };
   }
@@ -163,7 +163,7 @@ function StarPromptLine({ delayMs = STAR_PROMPT_DELAY_MS, visibleMs = STAR_PROMP
   return (
     <Box flexDirection="row" flexShrink={0} paddingRight={1} data-gloom-role="star-prompt">
       <Button
-        label={t("Star Gloomberb on GitHub")}
+        label={t("Star Gloom on GitHub")}
         variant="plain"
         compact
         shortcut={openKey || undefined}

package/src/architecture/core-builtin-allowlist.json

@@ -16,15 +16,18 @@
   "src/cli/pane-functions/headless.ts": ["portfolio-list"],
   "src/cli/pane-functions/options.ts": ["ticker-detail"],
   "src/cli/pane-functions/resolver.ts": ["chart-composer"],
+  "src/cli/pane-functions/screenshot-bridge.ts": ["time-sales"],
+  "src/cli/pane-functions/screenshot-chart-evidence.ts": ["chart-composer"],
+  "src/cli/pane-functions/screenshot-data-evidence.ts": ["chart-composer","ticker-detail"],
   "src/cli/pane-functions/screenshot-evidence.ts": ["attention","awards","catalysts","company-attention","company-kpis","credit-documents","exposure","market-heatmap","options-calculator","options-scenario","power","realized-vol","supply-chain","vol-surface","volatility","world-venue-map"],
-  "src/cli/pane-functions/screenshot.ts": ["chart-composer","econ-statistics","market-valuation","portfolio-list","ticker-detail","time-sales"],
+  "src/cli/pane-functions/screenshot-payload.ts": ["chart-composer","econ-statistics","market-valuation","portfolio-list","ticker-detail","time-sales"],
   "src/components/command-bar/commands/direct/index.ts": ["broker-manager"],
   "src/components/command-bar/routes/root/help-items.ts": ["help"],
   "src/components/command-bar/workflow/ops.ts": ["correlation","portfolio-list","ticker-detail"],
   "src/components/layout/shell/index.tsx": ["cloud"],
   "src/components/onboarding/use-onboarding-upgrade.ts": ["chat"],
   "src/layout/desks.ts": ["chart-composer"],
-  "src/plugins/catalog-browser.ts": ["alerts","analytics","attention","awards","backtest","bond-calculator","catalysts","cds","central-bank-rates","changelog","chart-composer","clinical-trials","cloud","comment-letters","commodities-energy","commodity-balances","company-attention","company-kpis","connections","correlation","cot","cpi","credit-boards","credit-conditions","credit-documents","crypto-board","debt-maturities","dividend-yield","docs","doe","earnings-calls","earnings-ripple","econ","econ-statistics","equity-screener","estimate-revisions","executives","exposure","fear-greed","filing-events","fixed-income","futures","futures-curve","fx-matrix","gpu","help","insider","ipo-calendar","iv-history","jobs","jodi","kelly-sizer","layout-manager","macro-day","market-halts","market-heatmap","market-valuation","members","mna","money-markets","news","openfda","options","options-calculator","options-positioning","options-scenario","pe-band","perps","portfolio-list","power","primary-dealers","rate-path","realized-vol","relative-rotation","research","research-search","revenue-breakdown","reverse-dcf","risk-factors","scanner","seasonality","sec","sectors","short-interest","short-volume","social-mentions","supply-chain","ticker-detail","time-sales","trace-bonds","treasury-auctions","treasury-daily","vol-surface","volatility","world-indices","world-venue-map","yield-curve"],
+  "src/plugins/catalog-browser.ts": ["alerts","analytics","attention","awards","backtest","bond-calculator","catalysts","cds","central-bank-rates","changelog","chart-composer","clinical-trials","cloud","comment-letters","commodities-energy","commodity-balances","company-attention","company-kpis","connections","correlation","cot","cpi","credit-boards","credit-conditions","credit-documents","crypto-board","crypto-etf-flows","debt-maturities","dividend-yield","docs","doe","earnings-calls","earnings-ripple","econ","econ-statistics","equity-screener","estimate-revisions","executives","exposure","fear-greed","filing-events","fixed-income","futures","futures-curve","fx-matrix","gpu","help","insider","ipo-calendar","iv-history","jobs","jodi","kelly-sizer","layout-manager","macro-day","market-halts","market-heatmap","market-valuation","members","mna","money-markets","news","openfda","options","options-calculator","options-positioning","options-scenario","pe-band","perps","portfolio-list","power","primary-dealers","rate-path","realized-vol","relative-rotation","research","research-search","revenue-breakdown","reverse-dcf","risk-factors","scanner","seasonality","sec","sectors","short-interest","short-volume","social-mentions","supply-chain","ticker-detail","time-sales","trace-bonds","treasury-auctions","treasury-daily","vol-surface","volatility","world-indices","world-venue-map","yield-curve"],
   "src/plugins/catalog-ui.ts": ["alerts","clinical-trials","cloud","comment-letters","custom-view","fear-greed","ipo-calendar","market-halts","market-heatmap","members","news","notes","openfda","research-search"],
   "src/plugins/catalog.ts": ["debug"],
   "src/remote/controller.ts": ["custom-view"],

package/src/architecture/ui-literals-allowlist.json

@@ -65,14 +65,14 @@
       "radius": 5,
       "spacing": 2
     },
-    "why": "Chat has its own owner and conventions; reported, not changed (GLO-768)."
+    "why": "Chat has its own owner and conventions; reported, not changed."
   },
   "src/plugins/builtin/chat/content/handle-prompt.tsx": {
     "literals": {
       "font weight": 1,
       "spacing": 2
     },
-    "why": "Chat has its own owner and conventions; reported, not changed (GLO-768)."
+    "why": "Chat has its own owner and conventions; reported, not changed."
   },
   "src/plugins/builtin/chat/message/pane-chip.tsx": {
     "literals": {
@@ -80,7 +80,7 @@
       "radius": 3,
       "spacing": 2
     },
-    "why": "Chat has its own owner and conventions; reported, not changed (GLO-768)."
+    "why": "Chat has its own owner and conventions; reported, not changed."
   },
   "src/plugins/builtin/credit-documents/gauge.tsx": {
     "literals": {

package/src/architecture/ui-tokens-allowlist.json

@@ -26,7 +26,7 @@
       "measure": "inset",
       "value": 7.2,
       "component": "PaneSidebarRow",
-      "why": "Chat has its own owner: its channel rows start 7px in (reported, not changed, in GLO-768)."
+      "why": "Chat has its own owner: its channel rows start 7px in (reported, not changed)."
     }
   ],
   "FXMD_REST_HEALTH": [

package/src/brokers/broker-portfolio-sync.ts

@@ -1,6 +1,7 @@
 import type { BrokerAdapter } from "../types/broker";
 import type { AppConfig, BrokerInstanceConfig } from "../types/config";
 import type { Portfolio, TickerPosition, TickerRecord } from "../types/ticker";
+import type { BrokerAccount } from "../types/trading";
 import { buildBrokerPortfolioId, getBrokerInstance, isBrokerPortfolioId } from "../utils/broker-instances";
 import { isSignedInBrokerProfile } from "./signed-in/profile";
 
@@ -55,6 +56,42 @@ export function isHeldByOtherSignedInProfile(
   return !!owner && owner.id !== instance.id && isSignedInBrokerProfile(owner);
 }
 
+/**
+ * The accounts `instance` reports that another enabled profile already holds
+ * under the account's own number, such as IBKR U1234567 synced on this device
+ * and linked through SnapTrade as well. That profile keeps the account, so its
+ * portfolio and positions appear once.
+ */
+export function accountsHeldUnderOwnNumber(
+  config: AppConfig,
+  instance: BrokerInstanceConfig,
+  accounts: readonly BrokerAccount[],
+): Set<string> {
+  const held = new Set(config.portfolios.flatMap((portfolio) => {
+    if (!portfolio.brokerAccountId || portfolio.brokerInstanceId === instance.id) return [];
+    const owner = getBrokerInstance(config.brokerInstances, portfolio.brokerInstanceId);
+    return owner && owner.enabled !== false ? [portfolio.brokerAccountId.trim().toUpperCase()] : [];
+  }));
+  return new Set(accounts.flatMap((account) => {
+    const number = account.brokerageAccountId?.trim().toUpperCase();
+    return number && held.has(number) ? [account.accountId] : [];
+  }));
+}
+
+/**
+ * The accounts of `instance` to list: without those another enabled profile
+ * holds under their own number (`accountsHeldUnderOwnNumber`), so an account
+ * linked twice appears once wherever accounts are chosen or shown.
+ */
+export function accountsShownFor(
+  config: AppConfig,
+  instance: BrokerInstanceConfig,
+  accounts: BrokerAccount[],
+): BrokerAccount[] {
+  const held = accountsHeldUnderOwnNumber(config, instance, accounts);
+  return held.size ? accounts.filter((account) => !held.has(account.accountId)) : accounts;
+}
+
 /**
  * Who keeps a portfolio when the profile holding it is removed: another
  * enabled profile of the same broker that syncs the same account. Only a

package/src/brokers/directory.ts

@@ -57,6 +57,17 @@ export function brokerMethodSummary(entry: BrokerDirectoryEntry): string {
   return signsIn ? t("Sign in") : t("On this device");
 }
 
+/**
+ * The method summary with what the broker says of itself, for a list that
+ * gives each broker a line under its name: "Sign in · Brokerages you link in
+ * SnapTrade" for one that is not itself a broker.
+ */
+export function brokerDirectorySummary(entry: BrokerDirectoryEntry): string {
+  const described = entry.methods.find((method) => method.kind === "signed-in")?.broker.description?.trim();
+  const summary = brokerMethodSummary(entry);
+  return described ? `${summary} · ${described}` : summary;
+}
+
 export function brokerMethodLabel(entry: BrokerDirectoryEntry, method: BrokerMethod): string {
   if (method.kind === "signed-in") {
     return entry.methods.some((candidate) => candidate.kind === "device") ? t("Sign in (recommended)") : t("Sign in");

package/src/brokers/logos.ts

@@ -15,11 +15,13 @@ function svg(markup: string): string {
 
 /**
  * The marks the official plugins ship as their icon, for the same brokers
- * when Gloom connects them, keyed by the backend's broker id.
+ * when Gloom connects them, keyed by the backend's broker id. SnapTrade has
+ * no plugin: its mark is from its own site, on white.
  */
 const SIGNED_IN_BROKER_LOGOS: Readonly<Record<string, string>> = {
   ibkr: svg('<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"><defs><linearGradient id="t" x1="0" y1="0" x2="0" y2="64" gradientUnits="userSpaceOnUse"><stop offset="0" stop-color="#262626"/><stop offset="1" stop-color="#0F0F0F"/></linearGradient><linearGradient id="m" gradientUnits="userSpaceOnUse" x1="3633.335" y1="66.0445" x2="3671.0737" y2="66.0445" gradientTransform="matrix(-1 0 0 1 3673.7529 0)"><stop offset="0" stop-color="#D71F27"/><stop offset="1" stop-color="#971B1E"/></linearGradient></defs><rect width="64" height="64" fill="url(#t)"/><g transform="translate(20.4 8.2) scale(0.539)"><polygon points="40.4,86.8 2.7,86.8 2.7,45.3" fill="url(#m)"/><polygon points="40.4,1.5 2.7,45.3 2.7,86.8" fill="#D71F27"/><circle cx="35.2" cy="55.5" r="11.3" fill="#D71F27"/></g></svg>'),
   robinhood: svg('<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"><rect width="64" height="64" fill="#CCFF00"/><path transform="translate(14 14) scale(1.5)" d="M2.84 24h.53c.096 0 .192-.048.224-.128C7.591 13.696 11.94 8.656 14.67 5.638c.112-.128.064-.225-.096-.225h-4.88a.55.55 0 0 0-.45.225L5.746 9.972c-.514.642-.642 1.236-.642 2.086v4.43c-1.14 3.194-1.862 5.361-2.392 7.32-.032.125.016.192.129.192M20.447.646c-.754-.802-4.157-.834-5.73-.224a3 3 0 0 0-.786.465 41 41 0 0 0-3.323 3.178c-.112.113-.064.225.097.225h5.409c.497 0 .786.289.786.786v6.1c0 .16.128.208.225.064l3.258-4.254c.53-.69.69-.898.835-1.861.192-1.413.08-3.58-.77-4.479m-6.982 16.18 2.231-3.676a.7.7 0 0 0 .064-.29V6.73c0-.16-.112-.225-.224-.097-3.355 3.74-5.971 7.672-8.395 12.407-.06.12.016.225.16.177l5.009-1.54c.565-.174.882-.402 1.155-.852" fill="#1A1A1A"/></svg>'),
+  snaptrade: svg('<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"><defs><linearGradient id="a" x1="14" y1="-33.2" x2="39.35" y2="10.81" gradientUnits="userSpaceOnUse"><stop stop-color="#045856"/><stop offset="1" stop-color="#52C4C2"/></linearGradient><linearGradient id="b" x1="14.33" y1="34.34" x2="-24.58" y2="-4.39" gradientUnits="userSpaceOnUse"><stop stop-color="#E6960D"/><stop offset=".27" stop-color="#F2CA86"/></linearGradient><linearGradient id="c" x1="1.95" y1="33.87" x2="-32.55" y2="-6.92" gradientUnits="userSpaceOnUse"><stop stop-color="#E6960D"/><stop offset=".27" stop-color="#F2CA86"/></linearGradient></defs><rect width="64" height="64" fill="#FFFFFF"/><g transform="translate(12.4 10.45) scale(1.4)"><path d="M27.47 11.24 27.11 10.62 22.55 2.73C21.96 1.72 20.88 1.09 19.7 1.09H11.12C9.95 1.09 8.86 1.72 8.28 2.73L3.71 10.62 8.28 18.51C8.86 19.53 9.95 20.15 11.12 20.15H15.42L9.9 10.62 15.41 1.1 20.92 10.62 25.32 18.23 27.46 14.52C28.05 13.5 28.05 12.25 27.46 11.24Z" fill="url(#a)"/><path d="M24.21 20.15 19.64 12.26C19.06 11.25 17.97 10.62 16.8 10.62H12.5L18.01 20.15 12.5 29.69H16.8C17.97 29.69 19.06 29.06 19.64 28.05Z" fill="url(#b)"/><path d="M6.99 20.15 2.59 12.54.44 16.26C-.15 17.27-.15 18.52.44 19.54L.8 20.15 5.36 28.05C5.95 29.06 7.03 29.69 8.21 29.69H12.5L6.99 20.15Z" fill="url(#c)"/></g></svg>'),
 };
 
 /** The plugin icon of a broker adapter (`getBrokerLogo` on the plugin runtime). */