gloomberb 0.18.3 → 0.18.4

package/src/plugins/builtin/analytics/risk-pane.tsx

@@ -46,17 +46,20 @@ import { useResearchCloudSession } from "../shared/research-cloud-session";
 import { loadPortfolioRiskMarket } from "./risk-client";
 import { brokerPerformanceEvidence, parsePortfolioRiskEvidence } from "./risk-evidence";
 import { useBrokerPortfolioPerformance } from "./broker-performance";
+import { parseAssetShifts, parseFxShifts, riskCashLines } from "./risk-book";
+import { resolvePortfolioAccountState } from "../portfolio-list/summary";
 import {
   BASKET_VIEWS,
   buildPortfolioRisk,
+  HOLDINGS_SHARE_UNIT,
   HOLDINGS_SUMMARY_ROW_IDS,
+  isShockRow,
   portfolioRiskRequests,
   portfolioRiskTickers,
-  riskCoverageHeadline,
+  riskCoverageLine,
   riskCoverageNotices,
   riskCoverageShortfall,
   riskPercentile,
-  riskAmountBase,
   riskEvidence,
   riskReturnsCurrency,
   riskValue,
@@ -98,6 +101,10 @@ const LABEL_HEADERS: Record<RiskView, string> = {
   greeks: "Metric",
 };
 const EVIDENCE_VIEWS: ReadonlySet<RiskView> = new Set(["performance", "attribution", "greeks"]);
+/** The risk view's tail rows, whose method the footer names. */
+const TAIL_ROW_IDS: ReadonlySet<string> = new Set(["var", "es"]);
+/** The views that read the basket's daily closes, and say to when; Holdings reads current marks. */
+const DAILY_CLOSE_VIEWS: ReadonlySet<RiskView> = new Set(["risk", "factors", "correlation", "stress"]);
 const ATTRIBUTION_PARTS = [
   { id: "allocation", label: "Allocation" },
   { id: "selection", label: "Selection" },
@@ -113,13 +120,17 @@ const bareValue = (row: RiskDisplayRow) => row.value == null ? "--" : row.value.
 const HOLDINGS_SUMMARY_LABELS: Record<string, string> = { top: "Largest", "top-five": "Top five" };
 /** The book concentration figures that lead the holdings view, as a summary band. */
 function holdingsSummaryItems(rows: RiskDisplayRow[]): StatItem[] {
-  return rows.map((row) => ({
-    id: row.id,
-    label: HOLDINGS_SUMMARY_LABELS[row.id] ?? row.label,
-    value: row.value == null ? "--" : row.unit === "% value" ? `${row.value.toFixed(2)}%` : row.value.toFixed(2),
-    // The same note sits on both shares.
-    detail: row.unit === "% value" ? "of market value" : row.detail,
-  }));
+  return rows.map((row) => {
+    // A snapshot saved before the shares named their base reads "% value".
+    const share = row.unit === HOLDINGS_SHARE_UNIT || row.unit === "% value";
+    return {
+      id: row.id,
+      label: HOLDINGS_SUMMARY_LABELS[row.id] ?? row.label,
+      value: row.value == null ? "--" : share ? `${row.value.toFixed(2)}%` : row.value.toFixed(2),
+      // The same note sits on both shares: what they divide.
+      detail: share ? (row.unit === HOLDINGS_SHARE_UNIT ? "of holdings, cash aside" : "of market value") : row.detail,
+    };
+  });
 }
 /**
  * Cumulative return of the basket and of its benchmark across the window of
@@ -224,7 +235,8 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const instance = usePaneInstance(),
     renderer = useRendererHost();
   const portfolios = useAppSelector((state) => state.config.portfolios),
-    tickers = useAppSelector((state) => state.tickers);
+    tickers = useAppSelector((state) => state.tickers),
+    brokerAccounts = useAppSelector((state) => state.brokerAccounts);
   const focusedCollection = useAppSelector((state) =>
     getFocusedCollectionId(state),
   );
@@ -271,8 +283,33 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const [equity] = usePaneSettingValue("equityShift", -10),
     [rates] = usePaneSettingValue("rateShift", 100),
     [volatility] = usePaneSettingValue("volShift", 10),
+    [fxShift] = usePaneSettingValue("fxShift", ""),
+    [assetShift] = usePaneSettingValue("assetShift", ""),
     [since] = usePaneSettingValue("riskSince", "trailing"),
     [weights] = usePaneSettingValue("riskWeights", "13f");
+  // Currency and price shocks as the settings give them; one that does not read is named in the footer, not applied.
+  const shocks = useMemo(() => {
+    const errors: string[] = [];
+    function read<T>(text: unknown, parse: (text: string, flag: string) => T[], label: string): T[] {
+      if (!String(text ?? "").trim()) return [];
+      try {
+        return parse(String(text), label);
+      } catch (error) {
+        errors.push(error instanceof Error ? error.message : `${label} unreadable`);
+        return [];
+      }
+    }
+    return { fx: read(fxShift, parseFxShifts, "FX shift"), assets: read(assetShift, parseAssetShifts, "Asset shift"), errors };
+  }, [fxShift, assetShift]);
+  // The cash beside the holdings: the broker account's last saved balances by currency, else the portfolio's own.
+  const cash = useMemo(() => {
+    if (!portfolio) return [];
+    const account = resolvePortfolioAccountState(portfolio, { config, brokerAccounts }, { status: null, accounts: [] })?.account;
+    return riskCashLines(portfolio, account);
+  }, [brokerAccounts, config, portfolio]);
+  // The currencies the load prices, kept by value so a resynced account with the same ones reloads nothing.
+  const cashKey = cash.map((line) => line.currency).join(",");
+  const cashCurrencies = useMemo(() => (cashKey ? cashKey.split(",") : []), [cashKey]);
   const riskWindow = useMemo(
     () => (since === "filed" ? { since: "filed" as const, weights: weights === "current" ? "current" as const : "13f" as const } : {}),
     [since, weights],
@@ -302,12 +339,12 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
   const loader = useCallback(
     async (force: boolean) => {
       const [market, brokerOptions] = await Promise.all([
-        loadPortfolioRiskMarket(requests, force, portfolio!.currency),
+        loadPortfolioRiskMarket(requests, force, portfolio!.currency, cashCurrencies),
         loadPortfolioOptionBook(localTickers, portfolio!),
       ]);
       return { ...market, brokerOptions };
     },
-    [requests, localTickers, portfolio, session.requestKey],
+    [requests, localTickers, portfolio, cashCurrencies, session.requestKey],
   );
   const resource = useAsyncResource(!frozen && portfolio ? loader : null, {
     clearOnError: isAccessDenied,
@@ -335,14 +372,17 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
             equity: Number(equity),
             rates: Number(rates),
             volatility: Number(volatility),
+            fx: shocks.fx,
+            assets: shocks.assets,
           },
           riskWindow,
+          cash,
         ),
         error: null,
       };
     } catch (error) {
       return {
-        model: buildPortfolioRisk(portfolio, localTickers, market, null, undefined, riskWindow),
+        model: buildPortfolioRisk(portfolio, localTickers, market, null, undefined, riskWindow, cash),
         error: error instanceof Error ? error.message : "Evidence invalid",
       };
     }
@@ -356,7 +396,9 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     equity,
     rates,
     volatility,
+    shocks,
     riskWindow,
+    cash,
   ]);
   const model = derived.model;
   const marketLoading = resource.loading && !resource.data;
@@ -365,8 +407,16 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     if (!model || !BASKET_VIEWS.has(view)) return null;
     if (!frozen && !resource.data)
       return marketLoading ? { loading: true } : resource.error ? { error: resource.error } : null;
-    return view === "holdings" ? null : riskCoverageShortfall(model.coverage);
+    if (view === "holdings") return null;
+    const shortfall = riskCoverageShortfall(model.coverage);
+    // The currency and price shocks reprice the book without the basket, so they stay; the footer says why the basket scenarios do not.
+    return shortfall && view === "stress" && model.rows.stress.some(isShockRow) ? null : shortfall;
   }, [frozen, marketLoading, model, resource.data, resource.error, view]);
+  // Stress with too little covered for the basket scenarios, its shocks shown alone.
+  const stressShortfall = useMemo(
+    () => (!basketBody && model && view === "stress" ? riskCoverageShortfall(model.coverage) : null),
+    [basketBody, model, view],
+  );
   const holdingsSummary = useMemo(
     () => view === "holdings" ? holdingsSummaryItems((model?.rows.holdings ?? []).filter((row) => HOLDINGS_SUMMARY_ROW_IDS.has(row.id))) : [],
     [model, view],
@@ -375,6 +425,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     () =>
       (basketBody ? [] : model?.rows[view] ?? [])
         .filter((row) => view !== "holdings" || !HOLDINGS_SUMMARY_ROW_IDS.has(row.id))
+        .filter((row) => !stressShortfall || isShockRow(row))
         .sort((a, b) => {
         if (!sort.column) return 0;
         const left = a[sort.column as keyof RiskDisplayRow],
@@ -388,7 +439,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           (sort.direction === "asc" ? 1 : -1)
         );
       }),
-    [basketBody, model, view, sort],
+    [basketBody, stressShortfall, model, view, sort],
   );
   const openRow = rows.find((row) => row.id === open);
   const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
@@ -401,6 +452,8 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     rows.length > 1 && rows.every((row) => row.detail === rows[0]!.detail)
       ? rows[0]!.detail
       : null;
+  // The risk rows read their window in their labels, so the footer names how the tail rows are estimated instead of a column.
+  const footerEvidence = (view === "risk" ? rows.find((row) => TAIL_ROW_IDS.has(row.id))?.detail : null) ?? sharedEvidence;
   const importEvidence = useCallback(async () => {
     try {
       const text = await renderer.readText(),
@@ -461,30 +514,37 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
     ...riskCoverageNotices(model?.coverage),
     ...(model?.notes ?? []),
     ...(model?.warnings ?? []),
+    ...shocks.errors,
     ...(derived.error ? [derived.error] : []),
     ...(resource.error ? [resource.error] : []),
   ];
-  // What the basket views leave out, unless the body already says why they show nothing.
-  const coverageText = model && BASKET_VIEWS.has(view) && !basketBody ? riskCoverageHeadline(model.coverage) : null;
-  const asOfDate = model?.rows[view].find((row) => row.asOf)?.asOf?.slice(0, 10) ?? null;
+  // What the basket views cover of the book and leave out, unless the body already says why they show nothing.
+  // Stress showing its shocks alone says instead why the basket scenarios are not there.
+  const coverageText = !model || !BASKET_VIEWS.has(view) || basketBody
+    ? null
+    : stressShortfall
+      ? `Index, 10Y and VIX scenarios: ${stressShortfall.title.replace(/\.$/, "").replace(/^[A-Z](?=[a-z])/, (letter) => letter.toLowerCase())}`
+      : riskCoverageLine(model.coverage);
+  const asOfDate = (stressShortfall ? rows : model?.rows[view])?.find((row) => row.asOf)?.asOf?.slice(0, 10) ?? null;
   // The views estimated from returns name the currency a non-USD account's returns were converted into.
-  const returnsCurrency = BASKET_VIEWS.has(view) && view !== "holdings" ? riskReturnsCurrency(model) : null;
-  const amountBase = rows.map(riskAmountBase).find(Boolean);
+  const returnsCurrency = BASKET_VIEWS.has(view) && view !== "holdings" && !stressShortfall ? riskReturnsCurrency(model) : null;
   // Dated evidence only when a row has a date; a missing date is not a claim about history.
   const asOfText = !model
     ? null
     : [
         ...(basketBody ? [] : [
-          ...(asOfDate && sharedEvidence ? [sharedEvidence] : []),
-          // The value the tail losses in money are taken on names the currency too.
-          ...(amountBase
-            ? [amountBase, ...(returnsCurrency ? [returnsCurrency] : [])]
-            : [returnsCurrency ?? model.portfolio.currency]),
-          ...(asOfDate ? [asOfDate] : []),
+          ...(coverageText ? [coverageText] : []),
+          ...(asOfDate && footerEvidence ? [footerEvidence] : []),
+          // The coverage names the currency of its basket value; a non-USD account's returns say what they converted into.
+          ...(returnsCurrency ? [returnsCurrency] : coverageText ? [] : [model.portfolio.currency]),
           ...(EVIDENCE_VIEWS.has(view) && model.evidence ? [model.evidence.source] : []),
         ]),
-        ...(frozen ? ["snapshot"] : []),
       ].join(" · ") || null;
+  // What the figures are read from and to when: the basket's daily closes, or the marks and evidence of that day.
+  // The shocks alone are repriced at the current marks.
+  const sourceText = basketBody || !asOfDate
+    ? null
+    : DAILY_CLOSE_VIEWS.has(view) && !stressShortfall ? `daily closes to ${asOfDate}` : `as of ${asOfDate}`;
   usePaneNoticeFooter({
     registrationId: "portfolio-risk-notices",
     notices,
@@ -505,12 +565,13 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
               },
             ]
           : []),
-        // One segment, coverage first: a narrow footer cuts the date before what the numbers cover.
-        ...(coverageText || asOfText
-          ? [{
-              id: "asof",
-              parts: [{ text: [coverageText, asOfText].filter(Boolean).join(" · "), tone: "muted" as const }],
-            }]
+        // Coverage first: a narrow footer cuts the method and the date before what the numbers cover.
+        ...(asOfText
+          ? [{ id: "asof", parts: [{ text: asOfText, tone: "muted" as const }] }]
+          : []),
+        // The source and its date, which a capture's own dated status line stands in for.
+        ...(sourceText
+          ? [{ id: "source", asOf: true, parts: [{ text: sourceText, tone: "muted" as const }] }]
           : []),
         ...(actionStatus
           ? [
@@ -523,7 +584,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
       ],
       hints,
     }),
-    [resource.loading, coverageText, asOfText, actionStatus, hints],
+    [resource.loading, asOfText, sourceText, actionStatus, hints],
   );
   useShortcut(
     (event) => {
@@ -611,7 +672,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
         ? []
         : [{ id: "asOf", label: "As of", width: 11, align: "left" as const }]),
       // Attribution's evidence is the three effects, now columns of their own.
-      ...(width >= 95 && !sharedEvidence && !attributionParts
+      ...(width >= 95 && !footerEvidence && !attributionParts
         ? [
             {
               id: "detail",
@@ -623,7 +684,7 @@ export function PortfolioRiskPane({ focused, width, height }: PaneProps) {
           ]
         : []),
     ],
-    [width, view, valueHeader, sharedUnit, attributionParts, sharedEvidence, showPercentile, sharedDate, rows],
+    [width, view, valueHeader, sharedUnit, attributionParts, footerEvidence, showPercentile, sharedDate, rows],
   );
   const selectView = (value: string) => {
     setView(value);

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

@@ -10,6 +10,7 @@ import { useAsyncResource, useAutoRefresh, usePaneSettingValue, usePluginAppActi
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, ScrollBox, Text, TextAttributes, useRendererHost, useUiCapabilities } from "../../../ui";
+import { withCountryFlag } from "../../../components/ui/country-flag";
 import { SignInWall } from "../cloud/auth-actions";
 import { CLOUD_PLAN_KEY, useCloudUpgradeAction } from "../shared/cloud-upgrade";
 import { useOpenDescription } from "../shared/open-description";
@@ -173,13 +174,16 @@ export function AttentionPane({ width, height, focused }: PaneProps) {
           color: row.zScore >= 2 ? colors.warning : row.zScore < 0 ? colors.textDim : colors.text, attributes: row.zScore >= 2 ? TextAttributes.BOLD : 0, keepColorWhenSelected: row.zScore >= 2 };
         case "priceChangePct": return row.priceChangePct == null ? missingCell(colors) : { text: rowCell(row, column.id), value: row.priceChangePct, color: signedColor(row.priceChangePct, colors) };
         case "relativeVolume": return row.relativeVolume == null ? missingCell(colors) : { text: rowCell(row, column.id), value: row.relativeVolume, color: row.relativeVolume >= 2 ? colors.textBright : colors.text };
-        case "sector": case "country": return { text: rowCell(row, column.id), color: colors.textDim };
+        case "sector": return { text: rowCell(row, column.id), color: colors.textDim };
+        // The column has room for the flag beside a code.
+        case "country": return withCountryFlag({ text: rowCell(row, column.id), color: colors.textDim }, row.country, desktop);
         default: return { text: rowCell(row, column.id), value: numeric, color: colors.text };
       }
     }
     const value = row[column.id as keyof AttentionGroup];
-    return { text: typeof value === "number" ? number(value) : value, value: typeof value === "number" ? value : undefined,
+    const groupCell: DataTableCell = { text: typeof value === "number" ? number(value) : value, value: typeof value === "number" ? value : undefined,
       color: column.id === "name" ? colors.textBright : column.id === "tickers" ? colors.textDim : colors.text };
+    return tab === "countries" && column.id === "name" ? withCountryFlag(groupCell, row.name, desktop) : groupCell;
   };
   // The whole board in four figures; a preview would only summarise its own three rows.
   const top = (groups: readonly AttentionGroup[]) => groups[0] ? { value: groups[0].name, detail: `${number(groups[0].sharePct, 1)}%` } : null;

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

@@ -4,7 +4,7 @@ import type { HeadlessBundleSection, HeadlessPaneColumn, HeadlessPaneContext, He
 import { DATE_OPTION_EXAMPLES, isoDateOption } from "../../../utils/calendar-date";
 import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { fetchAward, fetchAwards } from "./client";
-import { AWARD_TABS, awardScope, awardsPreviewNote, awardTypeLabel, futureAwardDatesNote, money } from "./model";
+import { AWARD_TABS, awardScope, awardsCoverageNotes, awardsEmptyReason, awardsPreviewNote, awardTypeLabel, futureAwardDatesNote, money } from "./model";
 import { REPORT_PAGE, REPORT_ROWS } from "../shared/headless-options";
 
 /**
@@ -113,6 +113,8 @@ export const awardsHeadless: HeadlessPaneDefinition<"bundle"> = {
     const missing = filter.ticker && (data.locked || !data.rows.length) ? await notATicker(filter.ticker, ctx) : null;
     const lock = awardsPreviewNote(data, filter);
     const futureDates = futureAwardDatesNote(data.rows, data.generatedAt);
+    const notes = [...awardsCoverageNotes(data), ...(futureDates ? [futureDates] : [])];
+    const empty = awardsEmptyReason(data);
     const sections: HeadlessBundleSection[] = [];
     const tab = String(args.options.tab ?? "feed");
     if (tab === "feed" || tab === "company" || tab === "all") sections.push({ title: "Awards", columns: FEED_COLUMNS, rows: data.rows.map(awardRecord) });
@@ -122,8 +124,10 @@ export const awardsHeadless: HeadlessPaneDefinition<"bundle"> = {
       { title: "Sector totals", columns: aggregateColumns("Sector"), rows: data.sectors.map((row) => ({ ...row })) });
     if (tab === "events" || tab === "all") sections.push({ title: "Awards relative to annual revenue", columns: EVENT_COLUMNS, rows: data.alerts.map(awardRecord) });
     return { complete: !data.locked && !data.nextCursor && data.status === "available" && !Object.values(data.truncated ?? {}).some(Boolean), sections,
-      ...(futureDates ? { notes: [futureDates] } : {}),
-      errors: [...(missing ? [missing] : []), ...data.gaps, ...(lock ? [lock] : [])],
+      // Collection health is what the awards may be missing, a coverage note; only a failure is an error.
+      ...(notes.length ? { notes } : {}),
+      ...(empty ? { empty } : {}),
+      errors: [...(missing ? [missing] : []), ...(lock ? [lock] : [])],
       // A preview is the same latest awards whatever was asked, so the filters were requested, not applied.
       metadata: { generatedAt: data.generatedAt, asOf: data.asOf, access: data.access, nextCursor: data.nextCursor, truncated: data.truncated, coverage: data.coverage, sources: data.sources,
         filters: filter, filtersApplied: !data.locked } };

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

@@ -67,6 +67,24 @@ export function awardsPreviewNote(data: AwardsPayload, filter: AwardFilter): str
   });
 }
 
+/** The server's word for a selection with no awards: the report's empty line, not a gap in coverage. */
+const NO_AWARDS = "No awards are available for this selection.";
+
+/** Why the awards asked for are empty, as the server says it; null while there are some. */
+export function awardsEmptyReason(data: Pick<AwardsPayload, "gaps">): string | null {
+  return data.gaps.includes(NO_AWARDS) ? NO_AWARDS : null;
+}
+
+/**
+ * Collection health (jurisdictions awaiting a first collection, unfinished
+ * windows, quarantined records, a paused or capped store): what the awards
+ * shown may be missing, so coverage notes in the pane, `fn AWARDS` and its
+ * JSON, never errors.
+ */
+export function awardsCoverageNotes(data: Pick<AwardsPayload, "gaps">): string[] {
+  return data.gaps.filter((gap) => gap !== NO_AWARDS);
+}
+
 /** Award dates after the response's own date are the source's, not a mapping slip; they say so instead of passing as past awards. */
 export function futureAwardDatesNote(rows: readonly AwardRow[], generatedAt: string): string | null {
   const today = generatedAt.slice(0, 10);

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

@@ -12,6 +12,7 @@ import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
 import { useThemeColors } from "../../../theme/theme-context";
 import type { PaneProps } from "../../../types/plugin";
 import { Box, Text, TextAttributes, useRendererHost, useUiCapabilities, type ScrollBoxRenderable } from "../../../ui";
+import { withCountryFlag } from "../../../components/ui/country-flag";
 import { publicTickerKey } from "../../../utils/exchanges";
 import { truncateToDisplayWidth } from "../../../utils/format";
 import { SignInWall } from "../cloud/auth-actions";
@@ -23,7 +24,7 @@ import { AwardDetail } from "./detail";
 import { useAwardAlerts } from "./alerts";
 import { AWARDS_UNAVAILABLE, fetchAwards, loadAward, loadAwards, validateAwards } from "./client";
 import { useAwardsEvidence } from "./evidence";
-import { AWARD_TABS, aggregateId, awardHistorySeries, awardPercent, awardPeriod, awardScope, awardsPreviewNote, awardTab, awardTypeLabel, futureAwardDatesNote, money,
+import { AWARD_TABS, aggregateId, awardHistorySeries, awardPercent, awardPeriod, awardScope, awardsCoverageNotes, awardsPreviewNote, awardTab, awardTypeLabel, futureAwardDatesNote, money,
   rankedAggregates } from "./model";
 
 type Item = { kind: "award"; row: AwardRow } | { kind: "aggregate"; row: AwardAggregate } | { kind: "leader"; row: AwardCompanyLeader } | { kind: "locked"; id: string }
@@ -186,7 +187,8 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
     error: data && !denied ? failed?.message ?? null : null, stale: loaded?.stale,
     info: data?.asOf ? [{ id: "asof", parts: [{ text: `as of ${data.asOf.slice(0, 10)}`, tone: "muted" }] }] : [], hints });
   usePaneNoticeFooter({ registrationId: "awards:notices", focused, notices: [
-    ...(data?.status === "partial" ? ["Procurement coverage is incomplete for the selected scope."] : []),
+    // The same coverage notes `fn AWARDS` prints: what the awards shown may be missing.
+    ...(data ? awardsCoverageNotes(data) : []),
     ...(loaded?.refreshError ? [loaded.refreshError] : []),
     ...(data?.truncated && Object.values(data.truncated).some(Boolean) ? ["Some aggregate history exceeds this response's limit. Narrow the date range or scope."] : []),
     ...(tab === "company" && currencies.length > 1 && !currency ? [`Chart in ${chartCurrency}; select a currency to inspect other obligations.`] : []),
@@ -269,7 +271,8 @@ function AwardsView({ width, height, focused, symbol }: PaneProps & { symbol: st
             if (column.id === "recipient") return { text: award.recipient.name, color: colors.textBright };
             if (column.id === "ticker") return award.entity ? { text: award.entity.ticker, content: <Badge label={award.entity.ticker} /> } : missingCell(colors);
             if (column.id === "agency") return { text: award.agency.name, color: colors.text };
-            if (column.id === "country") return { text: award.jurisdiction, color: colors.textDim };
+            // The column has room for the flag beside a code.
+            if (column.id === "country") return withCountryFlag({ text: award.jurisdiction, color: colors.textDim }, award.jurisdiction, desktop);
             if (column.id === "period") return { text: awardPeriod(award), color: colors.textDim };
             if (column.id === "title") return { text: award.title, color: colors.text };
             if (column.id === "ratio") return { text: awardPercent(award), value: award.revenueComparison?.percent ?? null, color: colors.warning, attributes: TextAttributes.BOLD, keepColorWhenSelected: true };

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

@@ -5,7 +5,7 @@ import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { createBacktestDependencies, loadBacktestHistory } from "./client";
 import { BACKTEST_PRESETS, DEFAULT_PRESET, lookbackYears, resolveRules } from "./presets";
 import { BACKTEST_FRESHNESS, backtestPriceUnit, backtestReport } from "./report";
-import { parseRule } from "./rules";
+import { parseRule, RULE_SYNTAX } from "./rules";
 import { runHistoryBacktest } from "./window";
 
 /** The listing's price unit, as `history` reads it from the quote; null when no quote says. */
@@ -39,8 +39,8 @@ export const backtestHeadless: HeadlessPaneDefinition<"bundle"> = {
   options: [
     { key: "preset", type: "enum", defaultValue: DEFAULT_PRESET.id, description: "Strategy preset, or custom to use --entry and --exit",
       values: [...BACKTEST_PRESETS.map(({ id }) => ({ value: id })), { value: "custom" }] },
-    { key: "entry", type: "string", defaultValue: "", description: "Custom entry rule, for example 'close > sma(200)'" },
-    { key: "exit", type: "string", defaultValue: "", description: "Custom exit rule, for example 'close < sma(200)'" },
+    { key: "entry", type: "string", defaultValue: "", description: `Custom entry rule, for example 'close > sma(200)' or 'weekday == 3'. ${RULE_SYNTAX}` },
+    { key: "exit", type: "string", defaultValue: "", description: "Custom exit rule, for example 'close < sma(200)' or 'weekday == 4'. Same operands and comparisons as --entry" },
     { key: "lookback", type: "enum", defaultValue: "10", values: [{ value: "5" }, { value: "10" }, { value: "max" }], description: "Evaluation years after indicator warmup" },
     { key: "cost", type: "integer", defaultValue: 5, minimum: 0, maximum: 100, description: "Cost per side in basis points" },
     { key: "end", type: "string", defaultValue: "", placeholder: "date", example: "--end 2026-10-16 --json",

package/src/plugins/builtin/backtest/rules.ts

@@ -14,9 +14,11 @@ export interface BacktestBar {
 export type Operand =
   | { kind: "number"; value: number }
   | { kind: "field"; field: "close" | "open" | "high" | "low" }
+  | { kind: "calendar"; name: CalendarName }
   | { kind: "indicator"; name: IndicatorName; args: number[] };
 type IndicatorName = "sma" | "ema" | "rsi" | "macd" | "macd_signal" | "bb_upper" | "bb_lower" | "highest" | "lowest";
-type Comparator = ">" | "<" | ">=" | "<=" | "crosses above" | "crosses below";
+type CalendarName = "weekday" | "day_of_month";
+type Comparator = ">" | "<" | ">=" | "<=" | "==" | "!=" | "crosses above" | "crosses below";
 interface Condition { left: Operand; comparator: Comparator; right: Operand }
 /** Conditions are ANDed. */
 export type Rule = Condition[];
@@ -35,6 +37,11 @@ const INDICATORS: Record<IndicatorName, IndicatorSpec> = {
   lowest: { defaults: [20], bounds: [PERIOD], usage: "lowest(n)" },
 };
 const FIELDS = new Set(["close", "open", "high", "low"]);
+/** The session's UTC calendar date as a number, so a rule can trade a day of the week or of the month. */
+const CALENDAR: Record<CalendarName, { min: number; max: number; values: string; of: (date: Date) => number }> = {
+  weekday: { min: 1, max: 7, values: "1 Monday to 7 Sunday", of: (date) => (date.getUTCDay() + 6) % 7 + 1 },
+  day_of_month: { min: 1, max: 31, values: "1 to 31", of: (date) => date.getUTCDate() },
+};
 const COMPARATORS: Array<[RegExp, Comparator]> = [
   [/^crosses\s+above$/, "crosses above"],
   [/^crosses\s+below$/, "crosses below"],
@@ -42,16 +49,29 @@ const COMPARATORS: Array<[RegExp, Comparator]> = [
   [/^(<|below)$/, "<"],
   [/^>=$/, ">="],
   [/^<=$/, "<="],
+  [/^==?$/, "=="],
+  [/^!=$/, "!="],
 ];
 
+/** Every operand a rule takes, as an error and `--help` list them. */
+const RULE_OPERANDS = [
+  "close", "open", "high", "low", "a number",
+  ...Object.entries(CALENDAR).map(([name, entry]) => `${name} (${entry.values})`),
+  ...Object.values(INDICATORS).map((entry) => entry.usage),
+].join(", ");
+const RULE_COMPARISONS = ">, <, >=, <=, ==, !=, crosses above, crosses below";
+/** What a rule is written from, for a message that sends the reader back to the syntax. */
+export const RULE_SYNTAX = `Operands: ${RULE_OPERANDS}. Comparisons: ${RULE_COMPARISONS}. Join conditions with "and".`;
+
 function parseOperand(text: string): Operand {
   const value = text.trim().toLowerCase();
   if (/^[+-]?(\d+(\.\d*)?|\.\d+)$/.test(value)) return { kind: "number", value: Number(value) };
   if (FIELDS.has(value)) return { kind: "field", field: value as "close" };
+  if (Object.hasOwn(CALENDAR, value)) return { kind: "calendar", name: value as CalendarName };
   const match = /^([a-z_]+)\s*(?:\(([^)]*)\))?$/.exec(value);
   const name = match?.[1] as IndicatorName | undefined;
   const spec = name ? INDICATORS[name] : undefined;
-  if (!match || !name || !spec) throw new Error(`Unknown operand "${text.trim()}". Use close, open, high, low, a number or ${Object.values(INDICATORS).map((entry) => entry.usage).join(", ")}.`);
+  if (!match || !name || !spec) throw new Error(`Unknown operand "${text.trim()}". Use ${RULE_OPERANDS}.`);
   const given = match[2]?.trim() ? match[2].split(",").map((part) => part.trim()) : [];
   if (given.length > spec.defaults.length) throw new Error(`${spec.usage} takes at most ${spec.defaults.length} values.`);
   const args = spec.defaults.map((fallback, index) => {
@@ -72,12 +92,19 @@ export function parseRule(text: string): Rule {
   const source = text.trim();
   if (!source) throw new Error("Enter a rule, for example: sma(50) crosses above sma(200)");
   return source.split(/\s+and\s+/i).map((part) => {
-    const match = /^(.+?)\s+(crosses\s+above|crosses\s+below|>=|<=|>|<|above|below)\s+(.+)$/i.exec(part.trim());
-    if (!match) throw new Error(`Cannot read "${part.trim()}". Write <operand> <comparison> <operand>, for example close > sma(200).`);
+    const match = /^(.+?)\s+(crosses\s+above|crosses\s+below|>=|<=|==|!=|=|>|<|above|below)\s+(.+)$/i.exec(part.trim());
+    if (!match) throw new Error(`Cannot read "${part.trim()}". Write <operand> <comparison> <operand>, for example close > sma(200). ${RULE_SYNTAX}`);
     const comparator = COMPARATORS.find(([pattern]) => pattern.test(match[2]!.toLowerCase().replace(/\s+/g, " ")))![1];
     const left = parseOperand(match[1]!);
     const right = parseOperand(match[3]!);
-    if (left.kind === "number" && right.kind === "number") throw new Error("Compare at least one price or indicator.");
+    if (left.kind === "number" && right.kind === "number") throw new Error("Compare at least one price, date or indicator.");
+    for (const [calendar, other] of [[left, right], [right, left]] as const) {
+      if (calendar.kind !== "calendar" || other.kind !== "number") continue;
+      const { min, max, values } = CALENDAR[calendar.name];
+      if (!Number.isInteger(other.value) || other.value < min || other.value > max) {
+        throw new Error(`${calendar.name} is ${values}, not ${other.value}.`);
+      }
+    }
     return { left, comparator, right };
   });
 }
@@ -105,6 +132,13 @@ export function evaluateOperand(operand: Operand, bars: readonly BacktestBar[]):
   const length = bars.length;
   if (operand.kind === "number") return new Float64Array(length).fill(operand.value);
   if (operand.kind === "field") return Float64Array.from(bars, (bar) => bar[operand.field] ?? Number.NaN);
+  if (operand.kind === "calendar") {
+    // A session's date is its UTC calendar day; a bar without a readable one has no weekday.
+    return Float64Array.from(bars, (bar) => {
+      const time = Date.parse(`${bar.date.slice(0, 10)}T00:00:00Z`);
+      return Number.isFinite(time) ? CALENDAR[operand.name].of(new Date(time)) : Number.NaN;
+    });
+  }
   const closes = bars.map((bar) => bar.close);
   const [a = 0, b = 0, c = 0] = operand.args;
   switch (operand.name) {
@@ -161,6 +195,8 @@ export function evaluateRule(rule: Rule, bars: readonly BacktestBar[]): boolean[
       else if (condition.comparator === "<") met = l < r;
       else if (condition.comparator === ">=") met = l >= r;
       else if (condition.comparator === "<=") met = l <= r;
+      else if (condition.comparator === "==") met = l === r;
+      else if (condition.comparator === "!=") met = l !== r;
       else {
         const pl = left[index - 1], pr = right[index - 1];
         met = pl !== undefined && pr !== undefined && !Number.isNaN(pl) && !Number.isNaN(pr)

package/src/plugins/builtin/broker-manager/add-flow.tsx

@@ -2,6 +2,7 @@ import { useCallback, useEffect, useMemo, useRef, useState, useSyncExternalStore
 import { apiClient } from "../../../api-client";
 import {
   brokerMethodLabel,
+  brokerDirectorySummary,
   brokerMethodSummary,
   buildBrokerDirectory,
   type BrokerDirectoryEntry,
@@ -39,7 +40,7 @@ import { isPlainKey } from "../../../utils/keyboard";
 import { usePluginAppActions, usePluginBrokerActions } from "../../runtime";
 import { BrokerProfileForm, profileFieldWidth, type BrokerEditKey } from "./detail";
 import { useBrokerManagerKeyboard } from "./keyboard";
-import type { BrokerManagerMessage } from "./pane-actions";
+import type { BrokerManagerMessage, BrokerRowNote } from "./pane-actions";
 
 /**
  * Adding a profile, one step at a time in the pane's detail: the broker, how
@@ -84,10 +85,13 @@ let attemptSequence = 0;
 export function useBrokerAddFlow({
   setBusy,
   setMessage,
+  setRowNote,
   onProfileAdded,
 }: {
   setBusy: (busy: string | null) => void;
   setMessage: (message: BrokerManagerMessage | null) => void;
+  /** Says on the new profile's row why its first sync failed. */
+  setRowNote: (profileId: string, note: BrokerRowNote | null) => void;
   /** Lands the pane on the profile the flow made, with the flow closed. */
   onProfileAdded: (instanceId: string) => void;
 }) {
@@ -95,7 +99,7 @@ export function useBrokerAddFlow({
   const dispatch = useAppDispatch();
   const getState = useAppGetState();
   const { notify } = usePluginAppActions();
-  const { listBrokerAdapters, createBrokerInstance, syncBrokerInstance } = usePluginBrokerActions();
+  const { listBrokerAdapters, createBrokerInstance, updateBrokerInstance, syncBrokerInstance } = usePluginBrokerActions();
   const [flow, setFlowState] = useState<BrokerAddFlowState | null>(null);
   // Async work reads the flow as it is now, not as it was when it started.
   const flowRef = useRef<BrokerAddFlowState | null>(null);
@@ -165,13 +169,13 @@ export function useBrokerAddFlow({
       if (portfolio) showCollectionInPortfolioPane(state, dispatch, portfolio.id);
       notify({ body: t("Connected! Positions will sync automatically."), type: "success" });
     } catch (error) {
-      // The profile stays: its detail and the footer say why it did not sync.
+      // The profile stays: its row says why it did not sync.
       land();
-      setMessage({ tone: "error", text: errorText(error, tf("Failed to sync {label}.", { label })) });
+      setRowNote(instanceId, { tone: "error", status: t("Sync failed"), text: errorText(error, tf("Failed to sync {label}.", { label })) });
     } finally {
       setBusy(null);
     }
-  }, [dispatch, getState, notify, onProfileAdded, setBusy, setFlow, setMessage, syncBrokerInstance]);
+  }, [dispatch, getState, notify, onProfileAdded, setBusy, setFlow, setRowNote, syncBrokerInstance]);
 
   const connectDevice = useCallback(async () => {
     const current = flowRef.current;
@@ -240,6 +244,7 @@ export function useBrokerAddFlow({
         connected = await connectSignedInBrokerProfile(broker, {
           getConfig: () => getState().config,
           createBrokerInstance,
+          enableBrokerInstance: (instanceId) => updateBrokerInstance(instanceId, {}, { enabled: true }),
           // The first sync runs below, with its progress in the pane.
           syncBrokerInstance: async () => {},
           // Gloom's sign-in over the pane when needed, again after a session Gloom refused.
@@ -278,7 +283,7 @@ export function useBrokerAddFlow({
     } finally {
       if (committing) committingRef.current = false;
     }
-  }, [createBrokerInstance, dialog, getState, setMessage, setStep, showAttempt, syncNewProfile]);
+  }, [createBrokerInstance, dialog, getState, setMessage, setStep, showAttempt, syncNewProfile, updateBrokerInstance]);
 
   const chooseMethod = useCallback((entry: BrokerDirectoryEntry, method: BrokerMethod) => {
     const current = flowRef.current;
@@ -384,7 +389,7 @@ export function BrokerAddFlowContent({
           label: entry.name,
           // The desktop says how it connects under the name, beside its logo.
           ...(desktop
-            ? { description: brokerMethodSummary(entry), leading: <LogoMark src={brokerDirectoryLogo(entry, getBrokerLogo)} name={entry.name} size="lead" /> }
+            ? { description: brokerDirectorySummary(entry), leading: <LogoMark src={brokerDirectoryLogo(entry, getBrokerLogo)} name={entry.name} size="lead" /> }
             : { detail: brokerMethodSummary(entry) }),
         }))}
         rowDescriptions={desktop}