gloomberb 0.18.3 → 0.18.4

package/src/plugins/builtin/market-heatmap/headless.ts

@@ -40,15 +40,16 @@ function noMoveNotice(symbols: readonly string[], names: number): string {
 }
 
 /**
- * When the board's figures are from, and whose sessions they follow: outside
+ * When the board's figures are from, and whose sessions they follow: when its
+ * prices printed, from a server that says (`pricesAsOf`). Otherwise, outside
  * the regular session the tiles are the completed session's, so the board is
  * as of that session's close (its date, from a server that does not send the
- * close), not when the snapshot was put together; while it trades, the
- * snapshot time.
+ * close); while it trades, the snapshot time, which is later than its prices.
  */
-function boardObservation(board: Pick<MarketHeatmapBoard, "fetchedAt" | "regularSessionDate" | "regularSessionClosedAt">) {
+function boardObservation(board: Pick<MarketHeatmapBoard, "fetchedAt" | "regularSessionDate" | "regularSessionClosedAt" | "pricesAsOf">) {
   const closedAt = board.regularSessionDate ? board.regularSessionClosedAt : null;
-  const asOf = typeof closedAt === "number" && closedAt > 0 ? new Date(closedAt).toISOString()
+  const pricedAt = typeof board.pricesAsOf === "number" && board.pricesAsOf > 0 ? board.pricesAsOf : closedAt;
+  const asOf = typeof pricedAt === "number" && pricedAt > 0 ? new Date(pricedAt).toISOString()
     : board.regularSessionDate || new Date(board.fetchedAt).toISOString();
   return { asOf, sessionExchange: "NYSE" };
 }
@@ -101,7 +102,7 @@ export const marketHeatmapHeadless: HeadlessPaneDefinition<"rows"> = {
     aliases: ["HM", "heatmap"],
     dataRequirements: ["Gloom Cloud market heatmap snapshot"],
     limitations: [
-      "The snapshot the pane starts from, refreshed about once a minute; the pane's live-streamed colors are not in the report.",
+      "The snapshot the pane starts from: real-time with Pro, fifteen minutes behind otherwise; the pane's live-streamed colors are not in the report.",
       "Sizes, shares and the weighted move use market cap (net assets for ETFs), not the pane's tile area, which follows its Size by setting (the day's move by default).",
     ],
   },
@@ -129,6 +130,8 @@ export const marketHeatmapHeadless: HeadlessPaneDefinition<"rows"> = {
       columns: columns(universe, groupBy, flat),
       rows: groups.map((summary) => projectRow(summary, groupBy, flat)),
       complete: !result.stale && covered,
+      // A Pro account's board is priced from a live read.
+      freshness: { status: result.access === "realtime" ? "live" : "delayed", tradingDayMarket: "US" },
       unavailableSymbols: covered ? [] : noMove,
       metadata: {
         universe,

package/src/plugins/builtin/market-heatmap/index.tsx

@@ -48,6 +48,7 @@ import {
   MARKET_HEATMAP_REQUEST_COUNT,
   MARKET_HEATMAP_UNIVERSES,
   fetchMarketHeatmap,
+  heatmapCheckIntervalMs,
   resetMarketHeatmapCache,
   type MarketHeatmapBoard,
   type MarketHeatmapUniverseId,
@@ -102,7 +103,6 @@ import {
 
 const NO_ASSETS: HeatmapBoardAsset[] = [];
 const NO_TARGETS: QuoteSubscriptionTarget[] = [];
-const SNAPSHOT_REFRESH_MS = 60_000;
 const LAYOUT_THROTTLE_MS = 5_000;
 /** A size change below this share of a tile's area is not worth moving it. */
 const LAYOUT_TOLERANCE = 0.005;
@@ -631,8 +631,8 @@ function MarketHeatmapPane({ focused, width, height }: PaneProps) {
   // Ages the last check that succeeded, not the snapshot, which the server can
   // hand back unchanged long after it was put together.
   const checked = useUpdatedAgo(shownBoard?.checkedAt ?? null);
-  // The snapshot carries sizes and every name the stream does not; the server caches it for a minute.
-  useAutoRefresh(board?.checkedAt ?? null, autoRefresh, { intervalMs: SNAPSHOT_REFRESH_MS });
+  // The snapshot carries sizes and every name the stream does not: a minute on the server, a quarter of one real-time.
+  useAutoRefresh(board?.checkedAt ?? null, autoRefresh, { intervalMs: heatmapCheckIntervalMs(board) });
 
   usePaneStatusFooter({ registrationId: "market-heatmap-retained", stale: hasBoard && stale && !portfolioTab });
   usePaneNoticeFooter({

package/src/plugins/builtin/market-heatmap/model.ts

@@ -85,16 +85,18 @@ const isTimestamp = (value: number | null | undefined): value is number =>
  * the largest names it holds, the completed regular session it shows outside
  * that session, the time its figures are as of, in New York time, dated when
  * that day is not the session's (or, while the session trades, today's), and
- * when this client last checked, which is a separate figure. A board of a
- * completed session is as of that session's close (`regularSessionClosedAt`);
- * otherwise, or from a server that does not say, the time is when the server
- * put the snapshot together. A footer narrower than `maxWidth` loses the check
+ * when this client last checked, which is a separate figure. A board is as of
+ * when its prices printed (`pricesAsOf`), a board of a completed session from
+ * a server that gives only its close as of that close
+ * (`regularSessionClosedAt`); otherwise the time is when the server put the
+ * snapshot together, at least fifteen minutes after its prices, and says so.
+ * A footer narrower than `maxWidth` loses the check
  * first, then that time, then the session; after a failed refresh (`failed`)
  * the age of the last good check outlasts the time. Null when not even the
  * count fits.
  */
 export function heatmapBoardCaption(
-  board: { topCount: number; fetchedAt: number; regularSessionDate?: string | null; regularSessionClosedAt?: number | null },
+  board: { topCount: number; fetchedAt: number; regularSessionDate?: string | null; regularSessionClosedAt?: number | null; pricesAsOf?: number | null },
   { now, checked = null, failed = false, maxWidth = Number.POSITIVE_INFINITY }:
     { now: number; checked?: string | null; failed?: boolean; maxWidth?: number },
 ): string | null {
@@ -103,12 +105,13 @@ export function heatmapBoardCaption(
   const parts: Array<{ text: string; rank: number }> = [{ text: `top ${board.topCount}`, rank: 0 }];
   if (sessionDate) parts.push({ text: `${dayLabel(sessionDate)} session`, rank: 1 });
   const closedAt = sessionDate && isTimestamp(board.regularSessionClosedAt) ? board.regularSessionClosedAt : null;
-  const time = closedAt ?? (isTimestamp(board.fetchedAt) ? board.fetchedAt : null);
+  const pricedAt = isTimestamp(board.pricesAsOf) ? board.pricesAsOf : closedAt;
+  const time = pricedAt ?? (isTimestamp(board.fetchedAt) ? board.fetchedAt : null);
   if (time != null) {
     const { hour, minute } = zonedDateTimeParts(time, NEW_YORK);
     const clock = `${twoDigits(hour)}:${twoDigits(minute)} ET`;
     const day = zonedDateKey(time, NEW_YORK);
-    const text = `${closedAt != null ? "as of" : "snapshot"} ${day === (sessionDate ?? zonedDateKey(now, NEW_YORK)) ? clock : `${dayLabel(day)} ${clock}`}`;
+    const text = `${pricedAt != null ? "as of" : "snapshot"} ${day === (sessionDate ?? zonedDateKey(now, NEW_YORK)) ? clock : `${dayLabel(day)} ${clock}`}`;
     parts.push({ text, rank: failed ? 3 : 2 });
   }
   if (checked) parts.push({ text: `checked ${checked}`, rank: failed ? 2 : 3 });

package/src/plugins/builtin/market-movers/client.ts

@@ -18,7 +18,8 @@ import {
 } from "./model";
 import {
   fetchPreferredMarketMovers,
-  fetchTrending,
+  fetchTrendingResult,
+  type CachedResult,
   type MarketMoversResult,
   type PreferredMoversOptions,
   type TrendingSymbol,
@@ -30,6 +31,8 @@ export interface MarketMoverTabResult extends MarketMoversResult {
   quotes: MoverQuote[];
   /** What the list is ranked by; absent for trending, which keeps its source's order. */
   rankedBy?: MoverRanking;
+  /** Requested trending names whose quotes did not load. */
+  unavailableSymbols?: string[];
 }
 
 /** Rows a list shows. */
@@ -46,29 +49,31 @@ export interface MarketMoverTabDependencies {
     count: number,
     options?: PreferredMoversOptions,
   ): Promise<MarketMoversResult>;
-  fetchTrending(count: number, options?: { forceRefresh?: boolean }): Promise<TrendingSymbol[]>;
+  fetchTrending(count: number, options?: { forceRefresh?: boolean }): Promise<CachedResult<TrendingSymbol[]>>;
 }
 
 const defaultDependencies: MarketMoverTabDependencies = {
   fetchPreferred: (category, count, options) => fetchPreferredMarketMovers(category, count, options),
-  fetchTrending: (count, options) => fetchTrending(count, undefined, options),
+  fetchTrending: (count, options) => fetchTrendingResult(count, undefined, options),
 };
 
 async function hydrateTrending(
   trending: readonly TrendingSymbol[],
   provider: DataProvider | null,
-): Promise<MoverQuote[]> {
-  const symbols = trending.slice(0, 25).map(({ symbol }) => symbol);
+): Promise<Pick<MarketMoverTabResult, "quotes" | "unavailableSymbols">> {
+  const symbols = trending.slice(0, LIST_ROWS).map(({ symbol }) => symbol);
   const bySymbol = new Map<string, MoverQuote>();
-  if (!provider) return [];
-  if (provider.getQuotesBatch) {
-    const results = await provider.getQuotesBatch(
-      symbols.map((symbol) => ({ symbol, exchange: "" })),
-    ).catch(logFailure("market-movers", "Trending quote batch failed", []));
-    for (const result of results) {
-      if (result.quote) bySymbol.set(result.target.symbol, screenerQuoteFromQuote(result.target.symbol, result.quote));
+  if (symbols.length === 0) return { quotes: [] };
+  if (provider?.getQuotesBatch) {
+    try {
+      const results = await provider.getQuotesBatch(symbols.map((symbol) => ({ symbol, exchange: "" })));
+      for (const result of results) {
+        if (result.quote) bySymbol.set(result.target.symbol, screenerQuoteFromQuote(result.target.symbol, result.quote));
+      }
+    } catch (error) {
+      logFailure("market-movers", "Trending quote batch failed")(error);
     }
-  } else {
+  } else if (provider) {
     await Promise.all(symbols.map(async (symbol) => {
       try {
         const quote = await provider.getQuote(symbol, "");
@@ -78,10 +83,18 @@ async function hydrateTrending(
       }
     }));
   }
-  return symbols.flatMap((symbol) => {
-    const quote = bySymbol.get(symbol);
-    return quote ? [quote] : [];
-  });
+  const unavailableSymbols = [...new Set(symbols.filter((symbol) => !bySymbol.has(symbol)))];
+  return {
+    quotes: symbols.flatMap((symbol) => {
+      const quote = bySymbol.get(symbol);
+      return quote ? [quote] : [];
+    }),
+    ...(unavailableSymbols.length ? { unavailableSymbols } : {}),
+  };
+}
+
+export function marketMoverQuoteError(result: Pick<MarketMoverTabResult, "unavailableSymbols">): string | null {
+  return result.unavailableSymbols?.length ? `Quotes unavailable: ${result.unavailableSymbols.join(", ")}.` : null;
 }
 
 export async function loadMarketMoverTab(
@@ -93,11 +106,12 @@ export async function loadMarketMoverTab(
   const { basis, ...fetchOptions } = options ?? {};
   if (tab === "trending") {
     const trending = await dependencies.fetchTrending(LIST_ROWS, fetchOptions);
+    const hydrated = await hydrateTrending(trending.data, provider);
     return {
       tab,
-      quotes: await hydrateTrending(trending, provider),
+      ...hydrated,
       source: "gloom",
-      stale: false,
+      stale: trending.stale || !!hydrated.unavailableSymbols?.length,
     };
   }
   const category = CATEGORY_MAP[tab];

package/src/plugins/builtin/market-movers/headless.ts

@@ -9,7 +9,7 @@ import type {
   CloudSessionMoversPayload,
   CloudSessionMoversSide,
 } from "../../../api-client/market-movers";
-import { loadMarketMoverTab, loadSessionMovers, type MarketMoverTabResult } from "./client";
+import { loadMarketMoverTab, loadSessionMovers, marketMoverQuoteError, type MarketMoverTabResult } from "./client";
 import { createRows, fiftyTwoWeekPositionPercent, formatMoverPrice, MOVER_RANKING_LABELS, moverExtendedSessions, moverReferencePrice, type MarketMoverRow, type ScreenerTabId, type TabId } from "./model";
 import { EXTENDED_SESSION_LABELS, type ExtendedSession } from "../../../market-data/market/status";
 import type { HeadlessPaneColumn } from "../../../types/headless";
@@ -98,7 +98,7 @@ export function createMarketMoversHeadless(
 ): HeadlessPaneDefinition<"rows"> {
   return {
     shape: "rows",
-    // A screener snapshot, not a real-time feed; rows keep the time of their own last price.
+    // The delayed lists unless the list says it is real-time; rows keep the time of their own last price.
     freshness: { status: "delayed" },
     argument: { kind: "none" },
     options: [{
@@ -145,6 +145,8 @@ export function createMarketMoversHeadless(
             events: item.catalysts.map((catalyst) => CATALYST_LABEL[catalyst] ?? catalyst).join(" "),
           })),
           metadata: { list: tab, side, session: payload.session, phase: payload.phase, asOf: payload.asOf, stale: payload.stale === true },
+          // A Pro account's list is the live board; the free one says it is delayed.
+          ...(payload.access === "delayed" ? {} : { freshness: { status: "live" as const } }),
         };
       }
       const result = await dependencies.load(args, tab, ctx.marketData);
@@ -165,15 +167,19 @@ export function createMarketMoversHeadless(
       }));
       // Beside an extended column, say which move the order follows.
       const rankedBy = result.rankedBy ?? null;
+      const quoteError = marketMoverQuoteError(result);
       return {
         ...(extendedSessions.length > 0
           ? { columns: [...COLUMNS.slice(0, 5), ...extendedSessions.map(extendedColumn), ...COLUMNS.slice(5)] }
           : {}),
         rows,
+        ...(quoteError ? { complete: false, unavailableSymbols: result.unavailableSymbols, errors: [quoteError] } : {}),
         ...(rankedBy && rankedBy !== "volume" && extendedSessions.length > 0
           ? { notes: [`Ranked by ${MOVER_RANKING_LABELS[rankedBy]}.`] }
           : {}),
         metadata: { list: tab, source: result.source, stale: result.stale, rankedBy },
+        // A Pro account's Gainers, Losers and Most Active are the real-time lists.
+        ...(result.source === "cloud" ? { freshness: { status: "live" as const } } : {}),
       };
     },
   };

package/src/plugins/builtin/market-movers/index.tsx

@@ -1,4 +1,4 @@
-import { Box } from "../../../ui";
+import { Box, useUiCapabilities } from "../../../ui";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { DataTableView, EmptyState, usePaneFooter, usePaneTabs, type DataTableKeyEvent } from "../../../components";
@@ -37,7 +37,7 @@ import {
   type ScreenerTabId,
   type TabId,
 } from "./model";
-import { loadMarketMoverTab } from "./client";
+import { loadMarketMoverTab, marketMoverQuoteError } from "./client";
 import { summaryFooterSegments } from "./footer";
 import { isSessionTab, resolveActiveTab, usSessionAt, type UsSession } from "./session";
 import { SessionMoversBody } from "./session-body";
@@ -161,7 +161,7 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
   const [selectedSymbol, setSelectedSymbol] = useState<string | null>(null);
   const [sortPreference, setSortPreference] = useState<MarketMoverSortPreference>(DEFAULT_SORT_PREFERENCE);
   const [moversStale, setMoversStale] = useState(false);
-  const [lastLoadedAt, setLastLoadedAt] = useState<number | null>(null);
+  const [lastSuccess, setLastSuccess] = useState<{ tab: ScreenerTabId; at: number } | null>(null);
 
   const fetchGenRef = useRef(0);
 
@@ -226,12 +226,16 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
       });
       if (fetchGenRef.current !== gen) return;
 
-      setQuotes(result.quotes);
-      setLoadedTab(tab);
+      const quoteError = marketMoverQuoteError(result);
+      // A partial list shows only its current rows; a total failure keeps this list's prior rows.
+      if (!quoteError || result.quotes.length > 0) {
+        setQuotes(result.quotes);
+        setLoadedTab(tab);
+        if (!options?.background) setSelectedSymbol(null);
+      }
       setMoversStale(result.stale);
-      if (!options?.background) setSelectedSymbol(null);
-      setLoadError(null);
-      setLastLoadedAt(Date.now());
+      setLoadError(quoteError);
+      if (!quoteError && !result.stale) setLastSuccess({ tab, at: Date.now() });
     } catch {
       if (fetchGenRef.current !== gen) return;
       setMoversStale(true);
@@ -250,7 +254,7 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
   const backgroundRefresh = useCallback(() => {
     void loadTab(activeTab, { background: true });
   }, [activeTab, loadTab]);
-  useAutoRefresh(lastLoadedAt, backgroundRefresh);
+  useAutoRefresh(lastSuccess?.tab === activeTab ? lastSuccess.at : null, backgroundRefresh);
 
   const openSymbol = useCallback((row: MarketMoverRow) => {
     pinTicker(moverKey(row), { floating: true, paneType: TICKER_RESEARCH_PANE_ID, instrument: null });
@@ -262,6 +266,8 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
     }));
   }, []);
 
+  const logos = useUiCapabilities().nativePaneChrome === true;
+  const renderCell = useCallback((row: MarketMoverRow, column: MarketMoverColumn) => renderMarketMoverCell(row, column, logos), [logos]);
   const handleTableKeyDown = useCallback((event: DataTableKeyEvent) => (
     handleRefreshKey(event, () => loadTab(activeTab, { forceRefresh: true }), { stopPropagation: true })
   ), [activeTab, loadTab]);
@@ -301,7 +307,7 @@ function ScreenerMoversBody({ activeTab, focused, width, summaryQuotes, liveStre
       onHeaderClick={handleHeaderClick}
       getItemKey={moverKey}
       onActivate={openSymbol}
-      renderCell={renderMarketMoverCell}
+      renderCell={renderCell}
       selectedTextOverridesCellColor
       emptyStateTitle={loading ? "Loading movers..." : loadError ?? "No movers returned."}
       emptyContent={loadError ? (

package/src/plugins/builtin/market-movers/screener.ts

@@ -146,7 +146,7 @@ export interface MarketMoversResult {
 }
 
 export interface PreferredMarketMoverSources {
-  isCloudEligible(): boolean;
+  isCloudEligible(): boolean | Promise<boolean>;
   fetchCloud(
     category: CloudMarketScreenerCategory,
     count: number,
@@ -275,9 +275,19 @@ function cloudScreenerCategory(category: ScreenerCategory): CloudMarketScreenerC
   return "most-active";
 }
 
-function isCloudScreenerEligible(): boolean {
+/**
+ * Whether the signed-in account reads the real-time lists. A session restored
+ * without its account, as the CLI starts from the saved one, is asked for it
+ * first, so a Pro account is never handed the delayed lists.
+ */
+export function isCloudScreenerEligible(): boolean | Promise<boolean> {
   const user = apiClient.getCurrentUser();
-  return apiClient.isVerified() && hasProAccess(user);
+  if (user || !apiClient.isSignedIn()) return apiClient.isVerified() && hasProAccess(user);
+  return apiClient.ensureVerifiedSession().then((verified) => !!verified && hasProAccess(verified), (error: unknown) => {
+    // The delayed lists still load; the failed account check is logged, not shown.
+    logFailure("market-movers", "Account check for the real-time lists failed")(error);
+    return false;
+  });
 }
 
 const defaultPreferredMarketMoverSources: PreferredMarketMoverSources = {
@@ -361,7 +371,9 @@ export async function fetchPreferredMarketMovers(
   sources: PreferredMarketMoverSources = defaultPreferredMarketMoverSources,
 ): Promise<MarketMoversResult> {
   const { metadataWaitMs = MARKET_METADATA_WAIT_MS, ...options } = preferredOptions ?? {};
-  if (!sources.isCloudEligible()) {
+  // Answered at once unless the account has to be asked for, so a loaded account's list starts as soon as before.
+  const eligibility = sources.isCloudEligible();
+  if (!(typeof eligibility === "boolean" ? eligibility : await eligibility)) {
     const result = await sources.fetchMarket(category, count, options);
     return { quotes: rankScreenerQuotes(category, result.data), source: "gloom", stale: result.stale };
   }
@@ -410,19 +422,28 @@ export function parseTrendingResponse(data: unknown): TrendingSymbol[] {
   return data.flatMap(q => q && typeof q.symbol === "string" && q.symbol.trim() ? [{ symbol: q.symbol.trim() }] : []);
 }
 
-export async function fetchTrending(
+export async function fetchTrendingResult(
   count = 25,
   api: MarketScreenerApi = screenerApi,
   options?: FetchCacheOptions,
-): Promise<TrendingSymbol[]> {
+): Promise<CachedResult<TrendingSymbol[]>> {
   const load = async () => {
     const response = await (api.getMarketTrending ?? apiClient.getMarketTrending)(count);
     if (response.status === "empty") return { data: [], stale: response.stale === true };
     if (!response.data) throw new Error("Market trends unavailable");
     return { data: parseTrendingResponse(response.data), stale: response.stale === true };
   };
-  if (!shouldUseCache(api, options)) return (await load()).data;
-  return (await loadCached(`trending:US:count=${count}`, load, options)).data;
+  if (!shouldUseCache(api, options)) return load();
+  return loadCached(`trending:US:count=${count}`, load, options);
+}
+
+/** Array-only reader retained for the overview command. */
+export async function fetchTrending(
+  count = 25,
+  api: MarketScreenerApi = screenerApi,
+  options?: FetchCacheOptions,
+): Promise<TrendingSymbol[]> {
+  return (await fetchTrendingResult(count, api, options)).data;
 }
 
 export const MARKET_SUMMARY_SYMBOLS = ["^GSPC", "^DJI", "^IXIC", "^RUT"] as const;

package/src/plugins/builtin/market-movers/session-body.tsx

@@ -14,7 +14,7 @@ import {
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { useLiveQuoteEntries } from "../../../state/hooks/quote-streaming";
 import { TICKER_RESEARCH_PANE_ID } from "../../../types/config";
-import { Box } from "../../../ui";
+import { Box, useUiCapabilities } from "../../../ui";
 import { publicTickerKey } from "../../../utils/exchanges";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { usePluginPaneState, usePluginTickerActions } from "../../runtime";
@@ -208,6 +208,8 @@ function SessionMoversTable({ view, session, focused, width, summaryQuotes, live
   const handleHeaderClick = useCallback((columnId: string) => {
     setSortPreference(nextHeaderSort(sort, columnId as SessionMoverColumn["id"], { resetTo: DEFAULT_SORT }));
   }, [sort]);
+  const logos = useUiCapabilities().nativePaneChrome === true;
+  const renderCell = useCallback((row: SessionMoverRow, column: SessionMoverColumn) => renderSessionMoverCell(row, column, logos), [logos]);
   const handleKeyDown = useCallback((event: DataTableKeyEvent) => (
     handleRefreshKey(event, () => load({ forceRefresh: true }), { stopPropagation: true })
   ), [load]);
@@ -243,7 +245,7 @@ function SessionMoversTable({ view, session, focused, width, summaryQuotes, live
       onHeaderClick={handleHeaderClick}
       getItemKey={rowKey}
       onActivate={openRow}
-      renderCell={renderSessionMoverCell}
+      renderCell={renderCell}
       selectedTextOverridesCellColor
       emptyStateTitle={emptyTitle}
       emptyContent={loadError && !payload ? (

package/src/plugins/builtin/market-movers/session-table.ts

@@ -1,5 +1,6 @@
 import type { CloudSessionMoversCategory } from "../../../api-client/market-movers";
 import type { DataTableCell, DataTableColumn } from "../../../components";
+import { withCompanyLogo } from "../../../components/company-logo";
 import { getTableWidth } from "../../../components/ui/table-layout";
 import { colors, priceColor } from "../../../theme/colors";
 import { TextAttributes } from "../../../ui";
@@ -60,14 +61,15 @@ function signedPercent(value: number | null): DataTableCell {
   };
 }
 
-export function renderSessionMoverCell(row: SessionMoverRow, column: SessionMoverColumn): DataTableCell {
+/** `logos`: the desktop and the web lead each name with the company's logo; the terminal draws none. */
+export function renderSessionMoverCell(row: SessionMoverRow, column: SessionMoverColumn, logos = false): DataTableCell {
   switch (column.id) {
     case "rank":
       return { text: String(row.rank), color: colors.textDim };
     case "symbol":
       return { text: row.symbol, color: colors.textBright, attributes: TextAttributes.BOLD };
     case "name":
-      return { text: row.name };
+      return withCompanyLogo({ text: row.name }, row, logos);
     case "price":
       return { text: formatMoverPrice(row.price, row.currency, moverReferencePrice({ ...row, previousClose: row.referenceClose })), value: row.price };
     case "gapPercent":

package/src/plugins/builtin/market-movers/table.ts

@@ -1,4 +1,5 @@
 import type { DataTableCell } from "../../../components";
+import { withCompanyLogo } from "../../../components/company-logo";
 import { getTableWidth } from "../../../components/ui/table-layout";
 import { TextAttributes } from "../../../ui";
 import { colors, priceColor } from "../../../theme/colors";
@@ -65,9 +66,11 @@ export function buildMarketMoverColumns(width: number, extendedSessions: readonl
   return [...lead, { id: "name", label: "NAME", width: Math.max(6, nameRoom()), align: "left" }, ...quote, ...trailing];
 }
 
+/** `logos`: the desktop and the web lead each name with the company's logo; the terminal draws none. */
 export function renderMarketMoverCell(
   row: MarketMoverRow,
   column: MarketMoverColumn,
+  logos = false,
 ): DataTableCell {
   switch (column.id) {
     case "rank":
@@ -79,7 +82,7 @@ export function renderMarketMoverCell(
         attributes: TextAttributes.BOLD,
       };
     case "name":
-      return { text: row.name };
+      return withCompanyLogo({ text: row.name }, row, logos);
     case "price":
       return { text: formatMoverPrice(row.price, row.currency, moverReferencePrice(row)) };
     case "changePercent":

package/src/plugins/builtin/market-valuation/headless.ts

@@ -74,7 +74,9 @@ function projectValuationHeadlessBundle(
     richPercentile: view.richPercentile,
     richSigma: view.richSigma,
     historyStart: view.historyStart,
+    // The first day of the period the reading covers; the report names the period, not that day.
     asOf: view.asOf,
+    ...(view.periodicity ? { periodicity: view.periodicity } : {}),
     stale: view.observationStale,
   }));
 

package/src/plugins/builtin/market-valuation/view.ts

@@ -9,6 +9,8 @@ import {
   type ZoneHit,
 } from "./defs";
 import { historySpan, type HistorySpan } from "../shared/history-span";
+import { periodsPerYear } from "../shared/stat-transform";
+import { periodStartPeriodicity } from "../../../utils/release-date";
 import { fitTrend, sigmaVsTrend, trendAt, type TrendFit } from "../shared/trend";
 
 const MS_PER_DAY = 86_400_000;
@@ -64,6 +66,8 @@ export interface IndicatorViewModel {
    */
   historyStart: string | null;
   asOf: string;
+  /** How often the indicator is read when `asOf` is the first day of its period (Shiller's monthly CAPE); null otherwise. */
+  periodicity: "monthly" | "quarterly" | "annual" | null;
   observationStale: boolean;
 }
 
@@ -137,6 +141,7 @@ export function projectView(
     span: points[0] ? historySpan(points[0].date, visible.filter(isUsableRatio), RANGE_WINDOWS_MS[range]) : null,
     historyStart: points[0]?.date ?? null,
     asOf: current.date,
+    periodicity: periodStartPeriodicity(current.date, periodsPerYear(history.slice(-24).map((point) => ({ date: point.date, value: point.ratio })))),
     observationStale: build.sourceStale === true || nowMs - parseDateMs(current.date) > indicator.staleAfterMs,
   };
 }

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

@@ -11,7 +11,7 @@ const columns: HeadlessPaneColumn[] = [
 export const membersHeadless: HeadlessPaneDefinition<"rows"> = {
   shape: "rows", argument: { kind: "ticker", optional: true, placeholder: "fund", description: "Covered fund or index alias; omit for the fund list." },
   options: [{ key: "tab", type: "enum", values: [{ value: "members" }, { value: "movers" }, { value: "changes" }], defaultValue: "members", description: "Members, movers or changes." }],
-  discovery: { aliases: ["MEMB", "MRR", "IMOV"], limitations: ["ETF holdings, with file dates.", "Partial delayed member return coverage.", "Nasdaq-100 is not covered."] },
+  discovery: { aliases: ["MEMB", "MRR", "IMOV"], limitations: ["ETF holdings, with file dates.", "Member prices are real-time with Pro and fifteen minutes delayed otherwise; partial 1D coverage.", "Nasdaq-100 is not covered."] },
   describe: (args) => args.rawArgument ? `MEMB ${args.rawArgument}` : "Index and ETF members",
   async load(args, context) {
     const input = args.symbols[0] ?? args.rawArgument ?? "";
@@ -25,15 +25,16 @@ export const membersHeadless: HeadlessPaneDefinition<"rows"> = {
     const data = await fetchMembers(fund, context.apiClient);
     const movers = args.options.tab === "movers";
     const rows = memberRows(data.members, movers ? "movers" : "members", "", DEFAULT_SORT).flatMap((row) => row.kind === "item" ? [{ ...row.item }] : []);
-    // Member prices are the pane's 15-minute delayed quotes. As in the pane, the fund's snapshot says
-    // whether it is stale; the members' own flags are not what the pane reads.
-    return { freshness: { status: data.stale ? "stale" : "delayed", delayMinutes: 15, ignoreStaleFlags: true }, rows, columns: movers ? [...columns.slice(0, 3), { key: "contribution", header: "Contrib. pp", align: "right", format: (value) => percent(value as number | null, "", 3) }] : columns,
+    // Member prices are the pane's quotes: real-time for a Pro account, 15 minutes delayed otherwise. As in the
+    // pane, the fund's snapshot says whether it is stale; the members' own flags are not what the pane reads.
+    const live = data.access === "realtime";
+    return { freshness: { status: data.stale ? "stale" : live ? "live" : "delayed", delayMinutes: 15, ignoreStaleFlags: true }, rows, columns: movers ? [...columns.slice(0, 3), { key: "contribution", header: "Contrib. pp", align: "right", format: (value) => percent(value as number | null, "", 3) }] : columns,
       complete: !data.stale && data.aggregate.fresh1D === data.aggregate.total,
       unavailableSymbols: data.members.flatMap((row) => row.symbol && row.changePercent === null ? [row.symbol] : []),
       metadata: { fund: data.fund, asOf: data.asOf, snapshotAsOf: data.snapshotAsOf, aggregate: data.aggregate, stale: data.stale, notices: [
         holdingsSourceText(input, data),
         // The pane's coverage figure, and once what the table's dashes mean instead of leaving them bare.
-        [coverageText(data.aggregate), data.aggregate.fresh1D < data.aggregate.total ? "1D -- means no fresh delayed quote; those holdings are not counted" : ""].filter(Boolean).join(" | "),
+        [coverageText(data.aggregate), data.aggregate.fresh1D < data.aggregate.total ? `1D -- means no fresh ${live ? "" : "delayed "}quote; those holdings are not counted` : ""].filter(Boolean).join(" | "),
         ...holdingsCaveats(data, movers),
       ] } };
   },

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

@@ -17,6 +17,8 @@ import { canonicalFund, changeColumns, changeLabel, changeReason, coverageText,
 
 type ViewProps = Pick<PaneProps, "width" | "height" | "focused"> & { fund: string; active: boolean };
 const rowKey = (row: SectionedRow<FundMember>) => row.key;
+/** How often live members are worth checking again: the server renews their prices every 15 seconds. */
+const LIVE_MEMBERS_REFRESH_MS = 15_000;
 
 function Holdings({ fund, tab, width, height, focused, active }: ViewProps & { tab: MembersTab }) {
   const colors = useThemeColors();
@@ -39,10 +41,13 @@ function Holdings({ fund, tab, width, height, focused, active }: ViewProps & { t
       members: rows.flatMap((row) => isSectionedItemRow(row) && row.item.symbol ? [{ symbol: row.item.symbol, name: row.item.name }] : []) };
   }, [data, fund, query, rows, tab]);
   useMembersMenu("members:members-menu", memberList);
-  useAutoRefresh(resource.updatedAt, () => { if (active) void resource.load(); });
+  // A Pro account's members are priced from the server's live read, renewed every 15 seconds.
+  const live = data?.access === "realtime";
+  useAutoRefresh(resource.updatedAt, () => { if (active) void resource.load(live); }, { intervalMs: live ? LIVE_MEMBERS_REFRESH_MS : null });
   usePaneRefreshKey(() => void resource.reload(), { focused, enabled: active && !search.active });
   const info = useMemo<PaneFooterSegment[]>(() => {
     if (!data) return [];
+    const feed = data.access === "realtime" ? "live" : "15m delayed";
     const dates = [...new Set(data.members.flatMap((row) => row.changePercent !== null && row.dailyAsOf ? [row.dailyAsOf.slice(0, 10)] : []))].sort();
     const date = dates.length === 1 ? dates[0] : dates.length ? `${dates[0]} to ${dates.at(-1)}` : data.fundDailyAsOf?.slice(0, 10);
     const partial = data.aggregate.fresh1D < data.aggregate.total;
@@ -50,10 +55,12 @@ function Holdings({ fund, tab, width, height, focused, active }: ViewProps & { t
       { id: "coverage", parts: [{ text: coverageText(data.aggregate, width < 60), tone: partial ? "warning" : "muted" }] },
       // A capture's status line says the quotes' date and delay too; it does not say returns are unavailable.
       ...(data.quotesUnavailable
-        ? [{ id: "quote-date", title: `${date ?? "Quote date unavailable"} · 15m delayed · holdings ${data.asOf}`, parts: [{ text: "returns unavailable", tone: "muted" as const }] }]
+        ? [{ id: "quote-date", title: `${date ?? "Quote date unavailable"} · ${feed} · holdings ${data.asOf}`, parts: [{ text: "returns unavailable", tone: "muted" as const }] }]
         : [
-          delayedFooterSegment({ id: "quote-delay", detail: "15m delayed", delay: "15m", quoteStatus: true }),
-          ...(date ? [{ id: "quote-date", title: `${date} · 15m delayed · holdings ${data.asOf}`, quoteStatus: true,
+          data.access === "realtime"
+            ? { id: "quote-live", quoteStatus: true, parts: [{ text: "live", tone: "positive" as const }] }
+            : delayedFooterSegment({ id: "quote-delay", detail: "15m delayed", delay: "15m", quoteStatus: true }),
+          ...(date ? [{ id: "quote-date", title: `${date} · ${feed} · holdings ${data.asOf}`, quoteStatus: true,
             parts: [{ text: width < 60 && dates.length === 1 ? date.slice(5) : date, tone: "muted" as const }] }] : []),
         ]),
       ...(width >= 60 ? [{ id: "holdings-date", asOf: true, parts: [{ text: `holdings ${data.asOf}`, tone: "muted" as const }] }] : []),

package/src/plugins/builtin/mna/client.ts

@@ -58,6 +58,7 @@ function validDeal(deal: MnaDeal): boolean {
     && !!terms && CONSIDERATIONS.has(terms.consideration)
     && numberOrNull(terms.cashPerShare) && numberOrNull(terms.exchangeRatio)
     && textOrNull(terms.ratioSymbol) && textOrNull(terms.currency)
+    && (terms.election === undefined || typeof terms.election === "boolean")
     && typeof terms.cvr === "boolean" && typeof terms.partial === "boolean"
     && numberOrNull(deal.value) && textOrNull(deal.valueCurrency) && numberOrNull(deal.valueUsd)
     && day(deal.announced)