gloomberb 0.18.3 → 0.18.5

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1018) hide show
  1. package/README.md +8 -8
  2. package/README.zh-CN.md +11 -11
  3. package/bin/{gloomberb → gloom} +3 -1
  4. package/package.json +6 -2
  5. package/patches/electrobun@1.18.1.patch +32 -1
  6. package/src/account/auth-model.ts +7 -3
  7. package/src/account/checkout-handoff.tsx +225 -0
  8. package/src/account/device-signin-dialog.tsx +2 -2
  9. package/src/account/device-signin.ts +2 -2
  10. package/src/account/upgrade-dialog.tsx +1 -1
  11. package/src/api-client/askg.ts +2 -2
  12. package/src/api-client/auth.ts +11 -6
  13. package/src/api-client/catalysts.ts +2 -1
  14. package/src/api-client/central-bank-rates.ts +6 -0
  15. package/src/api-client/collections.ts +5 -1
  16. package/src/api-client/cot.ts +2 -0
  17. package/src/api-client/crypto-etf-flows.ts +37 -0
  18. package/src/api-client/crypto-markets.ts +60 -0
  19. package/src/api-client/data.ts +98 -5
  20. package/src/api-client/doe.ts +15 -0
  21. package/src/api-client/equity-screener.ts +28 -0
  22. package/src/api-client/exchange-announcements.ts +38 -0
  23. package/src/api-client/fund-facts.ts +39 -0
  24. package/src/api-client/futures-curve.ts +9 -1
  25. package/src/api-client/hiring.ts +301 -0
  26. package/src/api-client/index.ts +182 -16
  27. package/src/api-client/live-scan.ts +91 -0
  28. package/src/api-client/market-discovery.ts +14 -0
  29. package/src/api-client/members.ts +18 -0
  30. package/src/api-client/mna.ts +6 -0
  31. package/src/api-client/paths.ts +18 -1
  32. package/src/api-client/request.ts +224 -26
  33. package/src/api-client/research-activity.ts +3 -10
  34. package/src/api-client/short-side-publications.ts +37 -0
  35. package/src/api-client/socket.ts +64 -4
  36. package/src/api-client/swap-curve.ts +35 -0
  37. package/src/api-client/themes.ts +7 -1
  38. package/src/api-client/types.ts +96 -2
  39. package/src/app/keybindings/index.ts +3 -0
  40. package/src/app/keybindings/labels.ts +18 -1
  41. package/src/app/keybindings/resolve.ts +14 -0
  42. package/src/app/pane-runtime/plugin-bindings.ts +9 -2
  43. package/src/app/runtime/broker-import.ts +43 -26
  44. package/src/app/runtime/desktop-deeplink.ts +5 -5
  45. package/src/app/runtime/plugin-bindings.ts +2 -2
  46. package/src/app/runtime/startup.ts +13 -0
  47. package/src/app/star-prompt/status-line.tsx +2 -2
  48. package/src/architecture/core-builtin-allowlist.json +5 -2
  49. package/src/architecture/ui-literals-allowlist.json +3 -3
  50. package/src/architecture/ui-tokens-allowlist.json +1 -1
  51. package/src/brokers/broker-portfolio-sync.ts +37 -0
  52. package/src/brokers/directory.ts +11 -0
  53. package/src/brokers/logos.ts +3 -1
  54. package/src/brokers/signed-in/adapter.ts +304 -26
  55. package/src/brokers/signed-in/client.ts +14 -2
  56. package/src/brokers/signed-in/connect.ts +10 -2
  57. package/src/brokers/sync-broker-instance.ts +9 -1
  58. package/src/capabilities/chart-series.ts +22 -6
  59. package/src/cli/bank-section.ts +1 -1
  60. package/src/cli/base-converter.ts +23 -14
  61. package/src/cli/central-bank-events.ts +1 -1
  62. package/src/cli/command-options.ts +59 -4
  63. package/src/cli/commands/api.ts +9 -6
  64. package/src/cli/commands/broker.ts +2 -2
  65. package/src/cli/commands/command-utils.ts +2 -2
  66. package/src/cli/commands/crypto-hints.ts +7 -20
  67. package/src/cli/commands/fred-series.ts +9 -2
  68. package/src/cli/commands/keybindings.ts +25 -2
  69. package/src/cli/commands/market.ts +1177 -278
  70. package/src/cli/commands/news-hints.ts +2 -2
  71. package/src/cli/commands/news-search.ts +59 -6
  72. package/src/cli/commands/options-chain.ts +59 -3
  73. package/src/cli/commands/options-leaps.ts +41 -26
  74. package/src/cli/commands/overview.ts +222 -61
  75. package/src/cli/commands/plugins.ts +9 -9
  76. package/src/cli/commands/remote.ts +13 -10
  77. package/src/cli/commands/search.ts +82 -46
  78. package/src/cli/commands/system.ts +27 -19
  79. package/src/cli/commands/themes.ts +1 -1
  80. package/src/cli/commands/ticker.ts +194 -48
  81. package/src/cli/context.ts +3 -2
  82. package/src/cli/desktop-pane-shot-view.ts +2 -2
  83. package/src/cli/desktop-pane-shot.ts +1 -1
  84. package/src/cli/earnings-calendar.ts +4 -4
  85. package/src/cli/entry.ts +18 -1
  86. package/src/cli/errors.ts +21 -3
  87. package/src/cli/exit-codes.ts +1 -1
  88. package/src/cli/export-source.ts +38 -4
  89. package/src/cli/freshness.ts +2 -8
  90. package/src/cli/fx-forward.ts +130 -0
  91. package/src/cli/fx-pair.ts +10 -9
  92. package/src/cli/glossary.ts +113 -20
  93. package/src/cli/help.ts +19 -13
  94. package/src/cli/history-export.ts +126 -0
  95. package/src/cli/history-rows.ts +226 -50
  96. package/src/cli/index-roots.ts +5 -45
  97. package/src/cli/index.ts +24 -18
  98. package/src/cli/known-gaps.ts +123 -27
  99. package/src/cli/listing-arg.ts +316 -46
  100. package/src/cli/name-entries.ts +30 -18
  101. package/src/cli/native-smoke.ts +2 -0
  102. package/src/cli/not-a-ticker.ts +19 -9
  103. package/src/cli/opentui-libc.ts +5 -0
  104. package/src/cli/options.ts +12 -0
  105. package/src/cli/pane-functions/capabilities.ts +75 -20
  106. package/src/cli/pane-functions/catalog.ts +24 -23
  107. package/src/cli/pane-functions/discovery.ts +1 -1
  108. package/src/cli/pane-functions/dom.ts +10 -7
  109. package/src/cli/pane-functions/financial-ratio-shot.ts +2 -2
  110. package/src/cli/pane-functions/freshness.ts +193 -30
  111. package/src/cli/pane-functions/function-help.ts +76 -30
  112. package/src/cli/pane-functions/headless.ts +59 -12
  113. package/src/cli/pane-functions/index.ts +28 -19
  114. package/src/cli/pane-functions/market-session.ts +15 -5
  115. package/src/cli/pane-functions/options.ts +22 -2
  116. package/src/cli/pane-functions/report-notices.ts +12 -4
  117. package/src/cli/pane-functions/report.ts +10 -6
  118. package/src/cli/pane-functions/resolver.ts +64 -11
  119. package/src/cli/pane-functions/screenshot-assessment.ts +322 -0
  120. package/src/cli/pane-functions/screenshot-bridge.ts +152 -0
  121. package/src/cli/pane-functions/screenshot-chart-evidence.ts +396 -0
  122. package/src/cli/pane-functions/screenshot-data-evidence.ts +383 -0
  123. package/src/cli/pane-functions/screenshot-evidence.ts +1 -1
  124. package/src/cli/pane-functions/screenshot-payload.ts +453 -0
  125. package/src/cli/pane-functions/screenshot-render.ts +316 -0
  126. package/src/cli/pane-functions/screenshot-types.ts +162 -0
  127. package/src/cli/pane-functions/shot-options.ts +8 -3
  128. package/src/cli/peso-dollar-rates.ts +79 -0
  129. package/src/cli/quote-answer.ts +45 -4
  130. package/src/cli/report-tables.ts +75 -19
  131. package/src/cli/restore-plugins.ts +42 -15
  132. package/src/cli/result.ts +164 -23
  133. package/src/cli/series-search.ts +5 -5
  134. package/src/cli/statement-filings.ts +19 -0
  135. package/src/cli/suffixed-listing-rows.ts +49 -0
  136. package/src/cli/symbol-args.ts +50 -15
  137. package/src/cli/symbol-cells.ts +120 -0
  138. package/src/cli/symbol-list.ts +198 -68
  139. package/src/cli/symbol-rows.ts +131 -25
  140. package/src/cli/ticker-resolution.ts +108 -11
  141. package/src/cli/treasury-yields.ts +5 -5
  142. package/src/cli/types.ts +2 -0
  143. package/src/cli/uncovered-instrument.ts +3 -3
  144. package/src/cli/unknown-command.ts +6 -6
  145. package/src/components/chart/composite/chart-layout.ts +131 -0
  146. package/src/components/chart/composite/composite-chart.tsx +395 -20
  147. package/src/components/chart/composite/format.ts +27 -0
  148. package/src/components/chart/composite/interactions.ts +7 -2
  149. package/src/components/chart/composite/legend.tsx +75 -3
  150. package/src/components/chart/composite/levels.ts +7 -0
  151. package/src/components/chart/composite/panel-gestures.ts +41 -0
  152. package/src/components/chart/composite/panel-labels.ts +2 -1
  153. package/src/components/chart/composite/panel-series.ts +1 -0
  154. package/src/components/chart/composite/panel-surface.tsx +314 -13
  155. package/src/components/chart/composite/price-axis-labels.tsx +27 -3
  156. package/src/components/chart/composite/range-statistics.ts +62 -0
  157. package/src/components/chart/composite/rasterizer.ts +44 -19
  158. package/src/components/chart/composite/scene.ts +20 -4
  159. package/src/components/chart/composite/series-axis-tags.tsx +16 -9
  160. package/src/components/chart/composite/text-renderer.ts +48 -21
  161. package/src/components/chart/composite/toolbar.tsx +52 -5
  162. package/src/components/chart/composite/types.ts +17 -0
  163. package/src/components/chart/composite/use-composite-chart-keyboard.ts +120 -13
  164. package/src/components/chart/composite/use-composite-value-scales.ts +44 -0
  165. package/src/components/chart/composite/use-composite-viewport.ts +12 -3
  166. package/src/components/chart/composite/value-scale.ts +149 -0
  167. package/src/components/chart/composite/volume-profile-paint.ts +6 -3
  168. package/src/components/chart/core/pointer.ts +2 -0
  169. package/src/components/chart-table/index.ts +2 -0
  170. package/src/components/chart-table/read.tsx +74 -0
  171. package/src/components/command-bar/commands/collection-list.ts +41 -19
  172. package/src/components/command-bar/commands/collection.ts +9 -3
  173. package/src/components/command-bar/commands/direct/index.ts +1 -1
  174. package/src/components/command-bar/commands/direct/runtime.ts +3 -2
  175. package/src/components/command-bar/pane-templates/items.ts +59 -6
  176. package/src/components/command-bar/pane-templates/workflow.ts +10 -1
  177. package/src/components/command-bar/panel/prompt-binding.ts +0 -8
  178. package/src/components/command-bar/routes/root/plugin-install.ts +1 -1
  179. package/src/components/command-bar/routes/root/provider-search.ts +42 -11
  180. package/src/components/command-bar/routes/root/results.ts +18 -4
  181. package/src/components/command-bar/routes/root/runtime.ts +15 -3
  182. package/src/components/command-bar/routes/root/search-providers.ts +25 -2
  183. package/src/components/command-bar/routes/root/selection.ts +6 -1
  184. package/src/components/command-bar/routes/root/shortcut-feedback.ts +4 -1
  185. package/src/components/command-bar/routes/root/shortcuts.ts +30 -3
  186. package/src/components/command-bar/routes/ticker-search/results.ts +73 -4
  187. package/src/components/command-bar/selection-runtime.ts +50 -10
  188. package/src/components/command-bar/surface/index.tsx +24 -2
  189. package/src/components/command-bar/view-model.ts +7 -0
  190. package/src/components/command-bar/workflow/alert.ts +1 -1
  191. package/src/components/command-bar/workflow/broker.ts +2 -2
  192. package/src/components/command-bar/workflow/collection-actions.ts +46 -7
  193. package/src/components/command-bar/workflow/collection-ticker.ts +32 -4
  194. package/src/components/command-bar/workflow/fields.ts +8 -2
  195. package/src/components/command-bar/workflow/ops.ts +18 -4
  196. package/src/components/command-bar/workflow/portfolio-position.ts +53 -4
  197. package/src/components/command-bar/workflow/submit.ts +3 -2
  198. package/src/components/command-bar/workflow/tickers.ts +5 -1
  199. package/src/components/company-logo.tsx +39 -0
  200. package/src/components/data-table/sections.ts +4 -2
  201. package/src/components/form-modal/confirm.tsx +2 -1
  202. package/src/components/form-modal/request.ts +5 -0
  203. package/src/components/form-modal/routes.ts +4 -1
  204. package/src/components/index.ts +12 -6
  205. package/src/components/layout/header.tsx +33 -46
  206. package/src/components/layout/market-summary.ts +9 -6
  207. package/src/components/layout/pane/capture-status.ts +1 -1
  208. package/src/components/layout/pane/footer/index.tsx +1 -0
  209. package/src/components/layout/pane/footer/model.ts +38 -5
  210. package/src/components/layout/shell/chrome.ts +19 -6
  211. package/src/components/layout/shell/index.tsx +2 -1
  212. package/src/components/layout/shell/pane/layers.tsx +19 -1
  213. package/src/components/layout/status-bar.tsx +2 -2
  214. package/src/components/market-board/index.tsx +11 -3
  215. package/src/components/onboarding/onboarding-frame.tsx +1 -1
  216. package/src/components/onboarding/onboarding-wizard.tsx +1 -0
  217. package/src/components/onboarding/portfolio-step/broker-setup-panel.tsx +2 -2
  218. package/src/components/onboarding/portfolio-step/positions-panel.tsx +2 -2
  219. package/src/components/onboarding/wizard-broker-sync.ts +4 -1
  220. package/src/components/pane-settings-dialog/desktop.tsx +20 -7
  221. package/src/components/pane-settings-dialog/tui.tsx +17 -9
  222. package/src/components/pane-settings-dialog/value.ts +8 -1
  223. package/src/components/pane-settings-dialog.tsx +44 -13
  224. package/src/components/sign-in-code-panel.tsx +27 -19
  225. package/src/components/ui/column-grid.tsx +48 -4
  226. package/src/components/ui/country-flag-art.tsx +180 -0
  227. package/src/components/ui/country-flag.tsx +118 -12
  228. package/src/components/ui/data-table/opentui/index.tsx +61 -2
  229. package/src/components/ui/data-table/opentui/model.ts +109 -2
  230. package/src/components/ui/data-table/types.ts +1 -1
  231. package/src/components/ui/display.tsx +10 -2
  232. package/src/components/ui/index.ts +3 -1
  233. package/src/components/ui/logo-mark.tsx +11 -2
  234. package/src/components/ui/query-bar.tsx +1 -1
  235. package/src/components/ui/row-notes.ts +79 -0
  236. package/src/core/state/app/layout.ts +6 -4
  237. package/src/core/state/app/state.ts +9 -0
  238. package/src/core/state/app/types.ts +3 -0
  239. package/src/data/cached-query.ts +8 -1
  240. package/src/data/config/chart-settings.ts +3 -3
  241. package/src/data/config/home.ts +10 -2
  242. package/src/data/config/layout.ts +4 -1
  243. package/src/data/config/store/node.ts +4 -0
  244. package/src/data/config/store/normalize.ts +13 -3
  245. package/src/data/config/store/portfolio-as-of-column.ts +2 -2
  246. package/src/data/json-storage.ts +2 -0
  247. package/src/data/saved-copies.ts +123 -0
  248. package/src/docs/snapshot.json +422 -112
  249. package/src/i18n/es.ts +30 -13
  250. package/src/i18n/ja.ts +30 -13
  251. package/src/i18n/ko.ts +30 -13
  252. package/src/i18n/zh-cn.ts +30 -13
  253. package/src/i18n/zh-tw.ts +30 -13
  254. package/src/layout/desks.ts +1 -1
  255. package/src/layout/launch-layout.ts +1 -1
  256. package/src/layout/pane-manager/floating-actions.ts +5 -3
  257. package/src/layout/pane-manager/floating.ts +43 -1
  258. package/src/layout/pane-manager/index.ts +2 -0
  259. package/src/layout/selected-ticker.ts +74 -0
  260. package/src/market-data/coordinator/financials.ts +10 -2
  261. package/src/market-data/coordinator/index.ts +3 -1
  262. package/src/market-data/coordinator/quotes.ts +4 -2
  263. package/src/market-data/depositary-pair.ts +251 -0
  264. package/src/market-data/futures-board.ts +1 -1
  265. package/src/market-data/futures-contract.ts +124 -40
  266. package/src/market-data/fx-closes.ts +17 -2
  267. package/src/market-data/hooks.tsx +19 -11
  268. package/src/market-data/market/change-basis.ts +81 -11
  269. package/src/market-data/market/dated-previous-close.ts +203 -0
  270. package/src/market-data/market/freshness.ts +34 -5
  271. package/src/market-data/market/futures-week.ts +68 -0
  272. package/src/market-data/market/period-return.ts +163 -0
  273. package/src/market-data/market/status.ts +16 -4
  274. package/src/market-data/market/trading-sessions.ts +13 -0
  275. package/src/market-data/market/year-to-date.ts +8 -13
  276. package/src/market-data/options-alternatives.ts +60 -0
  277. package/src/market-data/performance.ts +20 -14
  278. package/src/market-data/perpetual-premium.ts +32 -0
  279. package/src/market-data/published-apac-sessions.ts +2 -1
  280. package/src/market-data/published-futures-sessions.ts +69 -0
  281. package/src/market-data/quotes/contributions.ts +25 -3
  282. package/src/market-data/quotes/freshness.ts +42 -0
  283. package/src/market-data/quotes/intraday-bar.ts +37 -0
  284. package/src/market-data/quotes/regular-session-valuation.ts +13 -8
  285. package/src/market-data/quotes/resolution.ts +7 -2
  286. package/src/market-data/selectors.ts +3 -0
  287. package/src/market-data/tax-equivalent.ts +1 -1
  288. package/src/market-data/ticker-price-returns.ts +3 -1
  289. package/src/news/aggregator.ts +5 -1
  290. package/src/news/news-model.ts +4 -0
  291. package/src/news/types.ts +11 -0
  292. package/src/notifications/app-notifier.ts +1 -1
  293. package/src/notifications/notification-log.ts +6 -4
  294. package/src/plugins/auto-update.ts +2 -2
  295. package/src/plugins/builtin/account-management/index.tsx +1 -0
  296. package/src/plugins/builtin/account-management/pane.tsx +9 -8
  297. package/src/plugins/builtin/alerts/alert-engine.ts +34 -20
  298. package/src/plugins/builtin/alerts/calendar-events.ts +429 -0
  299. package/src/plugins/builtin/alerts/cli.ts +533 -85
  300. package/src/plugins/builtin/alerts/command.ts +12 -10
  301. package/src/plugins/builtin/alerts/constants.ts +1 -1
  302. package/src/plugins/builtin/alerts/event-rows.ts +9 -5
  303. package/src/plugins/builtin/alerts/events-pane.tsx +71 -56
  304. package/src/plugins/builtin/alerts/events.ts +107 -5
  305. package/src/plugins/builtin/alerts/fired-log.ts +119 -0
  306. package/src/plugins/builtin/alerts/format.ts +10 -3
  307. package/src/plugins/builtin/alerts/headless.ts +107 -41
  308. package/src/plugins/builtin/alerts/history-pane.tsx +105 -62
  309. package/src/plugins/builtin/alerts/history-rows.ts +92 -0
  310. package/src/plugins/builtin/alerts/history.ts +2 -0
  311. package/src/plugins/builtin/alerts/index.tsx +107 -30
  312. package/src/plugins/builtin/alerts/iv-level.ts +365 -0
  313. package/src/plugins/builtin/alerts/levels.ts +3 -3
  314. package/src/plugins/builtin/alerts/live.ts +3 -3
  315. package/src/plugins/builtin/alerts/metric-command.ts +61 -0
  316. package/src/plugins/builtin/alerts/metric-data.ts +70 -0
  317. package/src/plugins/builtin/alerts/metric-model.ts +175 -0
  318. package/src/plugins/builtin/alerts/metric-parity-fixture.json +725 -0
  319. package/src/plugins/builtin/alerts/pane.tsx +130 -49
  320. package/src/plugins/builtin/alerts/price.ts +35 -0
  321. package/src/plugins/builtin/alerts/quotes.ts +24 -0
  322. package/src/plugins/builtin/alerts/research-builder.ts +84 -11
  323. package/src/plugins/builtin/alerts/research-rules.ts +76 -3
  324. package/src/plugins/builtin/alerts/scheduled-check.ts +206 -32
  325. package/src/plugins/builtin/alerts/scheduled-sources.ts +26 -3
  326. package/src/plugins/builtin/alerts/scheduled.ts +188 -29
  327. package/src/plugins/builtin/alerts/storage.ts +38 -12
  328. package/src/plugins/builtin/alerts/targets.ts +12 -3
  329. package/src/plugins/builtin/alerts/types.ts +3 -0
  330. package/src/plugins/builtin/analytics/index.tsx +8 -2
  331. package/src/plugins/builtin/analytics/metrics.ts +1 -1
  332. package/src/plugins/builtin/analytics/risk-book.ts +215 -0
  333. package/src/plugins/builtin/analytics/risk-client.ts +13 -6
  334. package/src/plugins/builtin/analytics/risk-headless.ts +55 -21
  335. package/src/plugins/builtin/analytics/risk-math.ts +6 -3
  336. package/src/plugins/builtin/analytics/risk-model.ts +297 -104
  337. package/src/plugins/builtin/analytics/risk-options.ts +17 -2
  338. package/src/plugins/builtin/analytics/risk-pane.tsx +97 -36
  339. package/src/plugins/builtin/attention/pane.tsx +6 -2
  340. package/src/plugins/builtin/awards/headless.ts +7 -3
  341. package/src/plugins/builtin/awards/model.ts +18 -0
  342. package/src/plugins/builtin/awards/pane.tsx +6 -3
  343. package/src/plugins/builtin/backtest/headless.ts +13 -8
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  968. package/src/types/config.ts +14 -0
  969. package/src/types/data-provider.ts +23 -1
  970. package/src/types/desktop-window.ts +2 -0
  971. package/src/types/exchange-rate.ts +6 -0
  972. package/src/types/financials.ts +145 -8
  973. package/src/types/headless.ts +117 -9
  974. package/src/types/instrument.ts +6 -0
  975. package/src/types/plugin.ts +66 -9
  976. package/src/types/price-history.ts +2 -0
  977. package/src/types/ticker.ts +13 -0
  978. package/src/types/trading.ts +59 -1
  979. package/src/ui/ascii-font.ts +13 -1
  980. package/src/ui/host.tsx +6 -1
  981. package/src/updater/command-names.ts +180 -0
  982. package/src/updater/index.ts +10 -5
  983. package/src/utils/calendar-date.ts +32 -15
  984. package/src/utils/cash-runway.ts +241 -0
  985. package/src/utils/central-banks.ts +42 -0
  986. package/src/utils/cli-output.ts +259 -80
  987. package/src/utils/contract-month.ts +16 -0
  988. package/src/utils/crypto-pair.ts +61 -3
  989. package/src/utils/currency-units.ts +29 -0
  990. package/src/utils/datetime-format.ts +10 -0
  991. package/src/utils/debug-log.ts +1 -1
  992. package/src/utils/decimal-comma.ts +39 -6
  993. package/src/utils/exchange-announcements.ts +71 -0
  994. package/src/utils/exchange-rate-snapshot.ts +10 -0
  995. package/src/utils/financial-statements.ts +89 -5
  996. package/src/utils/format.ts +34 -16
  997. package/src/utils/fundamentals.ts +150 -34
  998. package/src/utils/fx-market-hours.ts +10 -1
  999. package/src/utils/latest-financial-period.ts +8 -0
  1000. package/src/utils/linux-libc.ts +54 -0
  1001. package/src/utils/market-capitalization.ts +111 -15
  1002. package/src/utils/max-drawdown.ts +64 -0
  1003. package/src/utils/network-failure.ts +86 -0
  1004. package/src/utils/option-expiry.ts +186 -7
  1005. package/src/utils/options.ts +10 -0
  1006. package/src/utils/plugin-proxy-hosts.json +1 -0
  1007. package/src/utils/price-earnings.ts +11 -5
  1008. package/src/utils/price-history.ts +23 -8
  1009. package/src/utils/price-window.ts +131 -0
  1010. package/src/utils/release-date.ts +47 -0
  1011. package/src/utils/sec.ts +3 -0
  1012. package/src/utils/throttled-fetch.ts +11 -4
  1013. package/src/utils/trailing-eps.ts +67 -0
  1014. package/src/utils/typed-text.ts +21 -0
  1015. package/src/utils/utc-time.ts +24 -1
  1016. package/src/version.ts +6 -0
  1017. package/src/cli/pane-functions/screenshot.ts +0 -2122
  1018. package/src/renderers/browser/first-screen.ts +0 -193
@@ -14,7 +14,7 @@ import type {
14
14
  } from "../../types/financials";
15
15
  import { currencyPriceMinDigits, formatMarketPrice, formatMarketPriceWithCurrency, quoteFormatOptions, resolveAssetDisplayKind, withCurrencyMinorDigits } from "../../market-data/market/format";
16
16
  import { INDEX_POINTS_EXPORT_UNIT, isIndexLevel, reportedQuoteVolume } from "../../market-data/market/index-level";
17
- import { changeBasisJson, changeBasisLabel, changeBasisNote, quoteChangeBasis, quotePreviousCloseDate } from "../../market-data/market/change-basis";
17
+ import { changeBasisJson, changeBasisLabel, changeBasisNote, quoteChangeBasis, quotePreviousCloseDate, quoteSettleText } from "../../market-data/market/change-basis";
18
18
  import {
19
19
  EXTENDED_SESSION_LABELS,
20
20
  getExtendedSessionDisplay,
@@ -25,7 +25,7 @@ import {
25
25
  quoteSessionStateLabel,
26
26
  type ExtendedSession,
27
27
  } from "../../market-data/market/status";
28
- import { formatCompact, formatCurrency, formatDistributionAmount, formatNumber, formatPercent, formatPercentRaw } from "../../utils/format";
28
+ import { formatCompact, formatCurrency, formatDistributionAmount, formatNumber, formatPercent } from "../../utils/format";
29
29
  import { withCliServices, withMarketData } from "../context";
30
30
  import { isoDate, parsePositiveInt, requireOneArg, takeFlag, takeOption } from "./command-utils";
31
31
  import type { BuiltinCliCommandDef } from "../command-options";
@@ -38,8 +38,8 @@ import {
38
38
  formatPriceRange,
39
39
  quoteChangeText,
40
40
  } from "../helpers";
41
- import { cliStyles, colorBySign, renderSection, renderStats } from "../../utils/cli-output";
42
- import { statementHistoryNotes } from "../../utils/financial-statements";
41
+ import { cliArrow, cliStyles, colorBySign, renderSection, renderStats } from "../../utils/cli-output";
42
+ import { filledPeriodsNote, stalePeriodNote, statementHistoryNotes } from "../../utils/financial-statements";
43
43
  import { formatPerShareNumber } from "../../utils/reported-money";
44
44
  import {
45
45
  analystTargetCurrency,
@@ -47,29 +47,42 @@ import {
47
47
  formatRatingLabel,
48
48
  formatRecommendationMix,
49
49
  recommendationTotal,
50
- targetUpside,
50
+ analystReferenceMetadata,
51
+ analystUpside,
52
+ formatAnalystReference,
51
53
  } from "../../plugins/builtin/research/analyst-model";
52
54
  import { getPublishedUsEquityCalendarYears, getPublishedUsEquitySession } from "../../market-data/published-us-sessions";
53
- import { isQuoteStaleForCurrentSession } from "../../market-data/quotes/freshness";
54
- import { isOptionsUnavailableError, listedOptionsAlternative, optionsUnavailableTitle } from "../../market-data/options-alternatives";
55
+ import { isQuoteStaleForCurrentSession, noPrintsTodayText } from "../../market-data/quotes/freshness";
55
56
  import {
56
- cliFuturesContract, futuresContractMetrics, exportedDividendFundamentals, fundamentalsReportTables, loadDividendDistributions, loadReportBondFacts,
57
- renderFundamentalsReport, writesCurrencyCodes,
57
+ coinOptionsAlternativesText, isCoinWithoutOptions, isOptionsUnavailableError, listedOptionsAlternative, optionsUnavailableTitle,
58
+ } from "../../market-data/options-alternatives";
59
+ import {
60
+ atReportTtmRate, cliFuturesContract, futuresContractMetrics, exportedDividendFundamentals, fundamentalsReportTables, loadDividendDistributions,
61
+ loadReportBondFacts, renderFundamentalsReport, writesCurrencyCodes,
58
62
  } from "./ticker";
63
+ import { createBaseConverter } from "../base-converter";
59
64
  import { loadStatementFilings } from "../statement-filings";
60
65
  import { loadBankFigures } from "../bank-section";
61
66
  import { latestFinancialPeriod } from "../../utils/latest-financial-period";
62
67
  import type { FuturesContractTermsPayload } from "../../api-client/futures-curve";
63
68
  import { currencyCodeLabel } from "../../utils/currency-units";
64
- import { futuresContractLines, futuresRollLines, futuresSettleText, isFuturesInstrument, minorUnitPricePer } from "../../market-data/futures-contract";
69
+ import {
70
+ futuresContractLines, futuresPricePer, futuresRollLines, isFuturesInstrument, loadUsdPerMmbtu, usdPerMmbtuText, type UsdPerMmbtu,
71
+ } from "../../market-data/futures-contract";
65
72
  import {
66
73
  chainHasExpiry,
67
74
  formatExpiryList,
68
75
  loadOptionModelInputs,
69
76
  loadOptionsChainOpenInterest,
77
+ chainCoinCurrency,
78
+ formatCoinPremiumCell,
70
79
  formatOptionDeltaCell,
80
+ formatOptionDollarCell,
81
+ formatOptionGammaCell,
71
82
  formatOptionIvCell,
72
83
  formatOptionQuoteCell,
84
+ isMarkedChain,
85
+ MARKED_OPTION_FIELDS,
73
86
  OPTION_MODEL_RATE,
74
87
  OPTION_VOLATILITY_FIELDS,
75
88
  OPTIONS_USAGE,
@@ -80,9 +93,14 @@ import {
80
93
  valueChainAtModelSpot,
81
94
  type OptionsChainBasis,
82
95
  } from "./options-chain";
83
- import { missingExpiryMessage, OPTION_EXPIRATION_FORMAT, OPTION_EXPIRATION_PLACEHOLDER } from "../../utils/option-expiry";
96
+ import {
97
+ expirationHint, expiredExpiryText, expiryIsoDate, isLiveOptionExpiry, liveDefaultExpiry, liveOptionExpiries, missingExpiryMessage,
98
+ OPTION_EXPIRATION_FORMAT, OPTION_EXPIRATION_PLACEHOLDER, optionExpiryVenue, withLiveExpiryList,
99
+ } from "../../utils/option-expiry";
84
100
  import { DATE_OPTION_EXAMPLES, isoDateOption, isoDateToday } from "../../utils/calendar-date";
85
101
  import { apiClient } from "../../api-client";
102
+ import type { ExchangeAnnouncementsPayload } from "../../api-client/exchange-announcements";
103
+ import { exchangeAnnouncementsPage, listsExchangeAnnouncements, type ExchangeAnnouncementsPage } from "../../utils/exchange-announcements";
86
104
  import { dailyFxLeg, fxCloseOnDate, type FxCloseReading } from "../../market-data/fx-closes";
87
105
  import { declaredDividends } from "../../utils/declared-dividends";
88
106
  import {
@@ -91,15 +109,21 @@ import {
91
109
  import type { CliResultColumn } from "../result";
92
110
  import type { PriceHistoryResult } from "../../types/price-history";
93
111
  import {
112
+ exportNumber,
94
113
  exportRowsTable,
95
114
  reportFooterLines,
96
115
  selectReportTables,
97
116
  type CliReportTables,
98
117
  } from "../report-tables";
118
+ import { historyCoverageNotice } from "../../sources/history-coverage";
119
+ import { maxDrawdown, maxDrawdownText } from "../../utils/max-drawdown";
120
+ import { isPastPriceWindow, loadPriceWindowHistory, PRICE_WINDOW_FROM_HELP, PRICE_WINDOW_TO_HELP, priceWindowText, readPriceWindow, type PriceWindow } from "../../utils/price-window";
99
121
  import {
122
+ BAR_INTERVAL_LABELS,
100
123
  closedPeriodBarDay,
101
124
  formingPeriodBar,
102
125
  historyBarStatusNote,
126
+ venueTradingDay,
103
127
  historyCoverageWarning,
104
128
  historyFacts,
105
129
  historyFlagNote,
@@ -109,6 +133,7 @@ import {
109
133
  historyAllRangeYears,
110
134
  historyIntervalsByRange,
111
135
  historyMissingVolumeNote,
136
+ historyVenueVolumeNote,
112
137
  historyNotes,
113
138
  historyReportsVolume,
114
139
  historyPriceDecimals,
@@ -116,20 +141,54 @@ import {
116
141
  historyUnit,
117
142
  historyVolume,
118
143
  historyVolumeText,
144
+ type HistoryRow,
145
+ type HistoryUnit,
146
+ type HistoryVolume,
119
147
  } from "../history-rows";
148
+ import {
149
+ HISTORY_EXPORT_COLUMNS,
150
+ historyExportStatus,
151
+ historyFailureRow,
152
+ oneLineFailure,
153
+ symbolListNotes,
154
+ type HistoryListRow,
155
+ } from "../history-export";
156
+ import { isCliFailure } from "../errors";
157
+ import { mapWithConcurrency } from "../../utils/concurrency";
120
158
  import { MISSING_VOLUME_TEXT } from "../../utils/price-history-integrity";
121
159
  import { CRYPTO_BOARD_HINT, quoteNotes } from "./crypto-hints";
122
160
  import { bareFuturesCode, futuresBoardContract } from "../../market-data/futures-board";
123
161
  import { commodityNamedIn, commoditySearchName } from "../../market-data/commodity-names";
124
162
  import { newsEmptyMessage } from "./news-hints";
125
- import { commodityNewsRoute, commonWordCandidate, newsFallbackText, newsSearchHeading, newsSearchText, newsSearchTextProblem, noStoriesMessage, quotedSearchCommand, searchNewsStories, wordMeansMore } from "./news-search";
163
+ import {
164
+ commodityNewsRoute,
165
+ commonWordCandidate,
166
+ METALS_NEWS_TOPIC,
167
+ metalCodeNewsRoute,
168
+ type MetalNewsRoute,
169
+ metalNewsHeading,
170
+ metalNewsRoute,
171
+ newsFallbackText,
172
+ newsSearchHeading,
173
+ newsSearchText,
174
+ newsSearchTextProblem,
175
+ noMetalStoriesMessage,
176
+ noStoriesMessage,
177
+ quotedSearchCommand,
178
+ searchNewsStories,
179
+ wordMeansMore,
180
+ } from "./news-search";
126
181
  import { formatUtcTime } from "../../utils/utc-time";
127
182
  import { DAY_SO_FAR_TEXT, withSessionBar } from "../../time-series/session-bar";
128
183
  import { isFiniteNumber } from "../../utils/guards";
129
184
  import { exportedFundamentals } from "../../utils/price-earnings";
130
185
  import { fundamentalsFreshness, fxPairFreshness, quotesFreshness, rowsFreshness, valuationFreshness } from "../freshness";
131
- import { atRegularSessionPrice } from "../../market-data/quotes/regular-session-valuation";
132
- import { selectMarketCapitalization } from "../../utils/market-capitalization";
186
+ import { fxRateNotes } from "../../plugins/builtin/shared/fx-rate-freshness";
187
+ import { quoteBarNotes } from "../../market-data/quotes/intraday-bar";
188
+ import { depositaryPairText, isReceiptSide, listingDepositaryPair } from "../../market-data/depositary-pair";
189
+ import { isPesoDollarPair, loadPesoDollarRates, pesoDollarRateLines, pesoDollarRatesJson } from "../peso-dollar-rates";
190
+ import { atRegularSessionPrice, regularSessionValuationPrice } from "../../market-data/quotes/regular-session-valuation";
191
+ import { viewMarketCapitalization } from "../../utils/market-capitalization";
133
192
  import {
134
193
  barHistoryFreshness,
135
194
  barResolutionFromDates,
@@ -147,6 +206,14 @@ import {
147
206
  quarterLabel,
148
207
  showsEpsBasis,
149
208
  } from "../../plugins/builtin/shared/earnings-report";
209
+ import {
210
+ calendarEventOf,
211
+ calendarStatus,
212
+ newYorkDay,
213
+ resolveListingEvents,
214
+ withResolvedEarnings,
215
+ type ResolvedEarningsEvent,
216
+ } from "../../plugins/builtin/shared/earnings-calendar";
150
217
  import {
151
218
  EXCHANGE_OPTION,
152
219
  listingHeading,
@@ -155,12 +222,17 @@ import {
155
222
  listingVenues,
156
223
  listingChoiceNotes,
157
224
  listingReadNotes,
225
+ failUnchosenListing,
158
226
  loadBareVenues,
159
227
  loadForListing,
160
228
  loadListingQuote,
229
+ loadListingQuoteAnswer,
161
230
  listingFateLoader,
231
+ meantQuestion,
162
232
  movedSymbolLine,
233
+ ListingArgError,
163
234
  requireCliListing,
235
+ resolveCliListing,
164
236
  type CliListing,
165
237
  type ListingIdentity,
166
238
  } from "../listing-arg";
@@ -173,6 +245,8 @@ import { CBOE_YIELD_INDEX_CLOSE } from "../../plugins/builtin/shared/treasury-cu
173
245
  import { earningsCalendarFailure, earningsChoiceNote, earningsDateLabel, isListingAbroad, noListingCalendarNote } from "../earnings-calendar";
174
246
  import { formatBasisPoints, toBasisPoints } from "../../utils/basis-points";
175
247
  import { providerMissReason } from "../../sources/provider-errors";
248
+ import { isNetworkFailure } from "../../utils/network-failure";
249
+ import { withSavedCopy, type ReportFreshness } from "../pane-functions/freshness";
176
250
  import { isNotATickerMessage } from "../not-a-ticker";
177
251
  import { primeBoardCoins } from "../board-coins";
178
252
  import { suggestUsTicker, type ListingSuggestion } from "../listing-suggestion";
@@ -180,11 +254,12 @@ import { quotedPhrase, splitSymbolArgs, uniqueSecuritySymbols } from "../symbol-
180
254
  import { isCompanyNameInput } from "../../tickers/company-name-listing";
181
255
  import { readNameEntries, readPhraseArgument } from "../name-entries";
182
256
  import { readSymbolList, SymbolListError } from "../symbol-list";
257
+ import { notASymbolError } from "../symbol-cells";
183
258
  import { cliPerpetualContract, perpetualContractStats, type PerpetualContractPayload } from "../perpetual-contract";
184
259
  import { knownGapMessage, subMinuteDataMessage } from "../known-gaps";
185
260
  import { phraseSearchReport } from "./search";
186
261
  import { secRegistrantMismatchMessage, SecRegistrantMismatchError, areDifferentCompanies } from "../../sources/sec-registrant";
187
- import { isCryptoPairSymbol } from "../../utils/crypto-pair";
262
+ import { isCryptoPairSymbol, isRoundTheClockCoin } from "../../utils/crypto-pair";
188
263
  import { isUsListingExchange } from "../../utils/exchanges";
189
264
  import {
190
265
  describeFormerIssuer, describeTickerChange, movedAwayChange, startTickerChangeLookup, tickerChangeLine, type FormerIssuer, type TickerChange,
@@ -193,7 +268,21 @@ import { noSecReportsNotice, nonUsSecListingVenue, secFilingItemCodes } from "..
193
268
  import type { MarketContext } from "../types";
194
269
  import { windowRows } from "../row-window";
195
270
  import { answerQuote, errorMessage, notUsTickerSentence } from "../quote-answer";
196
- import { crossRate, describeFxConversion, describeFxRate, FX_USAGE, isUsableRate, parseFxArgs } from "../fx-pair";
271
+ import { crossRate, describeFxConversion, describeFxRate, formatFxRate, FX_USAGE, isUsableRate, parseFxArgs } from "../fx-pair";
272
+ import {
273
+ describeShortRate,
274
+ formatForwardPoints,
275
+ formatRatePercent,
276
+ formatSignedPercent,
277
+ IMPLIED_FORWARD_LABEL,
278
+ impliedForward,
279
+ parseForwardTenor,
280
+ shortRateFor,
281
+ } from "../fx-forward";
282
+ import { unavailableOnServer } from "../../plugins/builtin/shared/cloud-resource";
283
+
284
+ /** `fx`'s forward form, for its usage line. */
285
+ const FX_FORWARD_USAGE = "fx <base>/<quote> --forward <tenor>";
197
286
  import {
198
287
  holderListFacts,
199
288
  holderListPeriod,
@@ -215,7 +304,15 @@ import {
215
304
  } from "../../plugins/builtin/holders/report-rows";
216
305
  import { fetchBeneficialOwners } from "../../plugins/builtin/holders/beneficial-client";
217
306
  import { centralBankEventsMessage } from "../central-bank-events";
218
- import { classSharesToday } from "../../plugins/builtin/holders/client";
307
+ import { classSharesAsOf, classSharesToday } from "../../plugins/builtin/holders/client";
308
+ import {
309
+ HOLDER_ROWS_MAX,
310
+ indexedHoldersPartialNote,
311
+ indexedHolderUnits,
312
+ indexHolderTicker,
313
+ loadIndexedHolders,
314
+ withIndexedHolders,
315
+ } from "../../plugins/builtin/holders/index-holders";
219
316
  import { filingFormMatches, SEC_FILING_FETCH_LIMIT } from "../../plugins/builtin/sec/forms";
220
317
  import { currentReportItemsLabel } from "../../utils/sec-filings";
221
318
  import { INSIDER_REPORT_FILINGS, loadParsedInsiderFilings } from "../../plugins/builtin/insider/client";
@@ -249,6 +346,11 @@ type QuoteCliRecord = Omit<QuoteBatchResult, "error"> & {
249
346
  futuresContract?: FuturesContractTermsPayload;
250
347
  /** The quote of the root's front contract, for a futures row that prices another one (NGF27, NG2). */
251
348
  futuresFront?: Quote;
349
+ /**
350
+ * A per-MWh gas price (Dutch TTF) in dollars per MMBtu, the unit Henry Hub
351
+ * trades in, converted at the day's rate: one unit of the quote's currency in dollars.
352
+ */
353
+ usdPerMmbtu?: UsdPerMmbtu;
252
354
  /** A perpetual row's market, funding per eight hours and open interest. */
253
355
  perpetualContract?: PerpetualContractPayload;
254
356
  /** The symbol changed: its issuer moved to another symbol, or its holder had another before. */
@@ -299,10 +401,11 @@ async function readSymbols(symbols: readonly string[], dataProvider: Parameters<
299
401
  }
300
402
 
301
403
  /**
302
- * The symbols of `--file <path>` or standard input (`-`), with any typed
303
- * beside them, read by the parser `watchlist add` uses, and its notes on what
304
- * it left out. Standard input is read only when asked for, so a script that
305
- * pipes in nothing never waits on it.
404
+ * The symbols typed, of `--file <path>` and of standard input (`-`), read by
405
+ * the reader `watchlist add` uses, and its notes on what it left out (a
406
+ * stray separator, the prices beside the symbols, in one line). Standard
407
+ * input is read only when asked for, so a script that pipes in nothing never
408
+ * waits on it.
306
409
  */
307
410
  async function readListedSymbols(
308
411
  args: readonly string[],
@@ -315,7 +418,11 @@ async function readListedSymbols(
315
418
  const list = await readSymbolList({
316
419
  args, file, stdinPiped: false, readEntries: (entries) => readNameEntries(entries, market.dataProvider),
317
420
  });
318
- if (list.symbols.length === 0) ctx.fail(`No symbols in ${file && file !== "-" ? file : "standard input"}.`, usage);
421
+ // Only numbers, or nothing: the message says what was left out (`Ignored 1.899, a number, not a symbol.`).
422
+ if (list.symbols.length === 0) {
423
+ const where = file && file !== "-" ? file : args.includes("-") ? "standard input" : "what was given";
424
+ ctx.fail([`No symbols in ${where}.`, ...list.notes].join(" "), usage);
425
+ }
319
426
  return { symbols: uniqueEntries(list.symbols), notes: list.notes };
320
427
  } catch (error) {
321
428
  if (error instanceof SymbolListError) ctx.fail(error.message, usage);
@@ -323,6 +430,15 @@ async function readListedSymbols(
323
430
  }
324
431
  }
325
432
 
433
+ /** What `quote --csv` and `compare --csv` write, for `help quote` and `help compare`. */
434
+ const QUOTE_CSV_SECTION = {
435
+ title: "CSV",
436
+ lines: [
437
+ "Last, Chg%, Prev Close and each extended print are plain numbers, the currency in Cur and currency_or_unit. A pre-market, after-hours or overnight print's move is in Pre-Market Chg%, After Hours Chg% or Overnight Chg%, and compare's day range in Day Low and Day High, after the columns the export already had.",
438
+ "A row with no figure says why in its status column, never NaN; a symbol with no quote is also named on standard error.",
439
+ ],
440
+ };
441
+
326
442
  /** `--file` of quote and compare, as `watchlist add` takes it. */
327
443
  const LIST_FILE_OPTION = {
328
444
  flags: "--file <path>",
@@ -334,8 +450,8 @@ function listingMetadata(identity: ListingIdentity) {
334
450
  return { symbol: identity.symbol, exchange: identity.exchange || null, name: identity.name };
335
451
  }
336
452
 
337
- // Fitted to a narrow width, the columns marked optional go first (higher dropPriority first), then Name is cut short.
338
- // What a user types or reads the price by stays whole.
453
+ // Fitted to a narrow width, quote's Updated, Feed, Cur, Chg Basis and session prints move to labelled lines under
454
+ // their row, in that order, before Name wraps: quote never drops a column. What a user types or reads the price by stays whole.
339
455
  const QUOTE_LEAD_COLUMNS = [
340
456
  { key: "symbol", header: "Symbol", shrink: false },
341
457
  { key: "name", header: "Name" },
@@ -343,18 +459,24 @@ const QUOTE_LEAD_COLUMNS = [
343
459
  key: "price",
344
460
  header: "Last",
345
461
  align: "right" as const,
346
- format: (value: unknown, row: QuoteRow) => (
347
- row.error && !value
462
+ // An export writes the number; the row's Cur and currency_or_unit name what it is in.
463
+ value: (row: QuoteRow) => exportFigure(row.rawPrice),
464
+ format: (_value: unknown, row: QuoteRow) => (
465
+ row.error && !row.price
348
466
  // A typo is not an outage: say what is wrong with the symbol itself.
349
467
  ? isNotATickerMessage(row.error) ? cliStyles.warning("not a ticker") : cliStyles.danger("unavailable")
350
- : yieldLevelCell(value, row)
468
+ : yieldLevelCell(row.price, row)
351
469
  ),
352
470
  },
353
471
  {
354
472
  key: "changePercent",
355
473
  header: "Chg%",
356
474
  align: "right" as const,
357
- format: (value: unknown, row: QuoteRow) => row.yieldIndex ? yieldChangeCell(row) : formatChangePercentCell(value),
475
+ format: (value: unknown, row: QuoteRow) => {
476
+ const move = row.yieldIndex ? yieldChangeCell(row) : formatChangePercentCell(value);
477
+ // Keep a rolling move's short label with the value when narrow tables drop Chg Basis.
478
+ return move && row.changeBasis === "24h" ? `${move} ${cliStyles.muted("24h")}` : move;
479
+ },
358
480
  },
359
481
  // Text drops a column no row fills, so a table without an extended print stays as narrow as before.
360
482
  extendedColumn("PRE"),
@@ -373,16 +495,21 @@ type QuoteRow = ReturnType<typeof quoteRows>[number];
373
495
  * its existing columns, so a column read by position stays where it was.
374
496
  */
375
497
  const CHANGE_BASIS_COLUMN = {
376
- key: "changeBasis", header: "Chg Basis", shrink: false, optional: true, format: (value: unknown) => cliStyles.muted(String(value ?? "")),
498
+ key: "changeBasis", header: "Chg Basis", shrink: false, stackPriority: 2,
499
+ format: (value: unknown) => value === "24h" ? "" : cliStyles.muted(String(value ?? "")),
377
500
  };
378
501
  const CHANGE_BASIS_EXPORT_COLUMNS = [
379
502
  { key: "changeBasis", header: "Chg Basis" },
380
503
  { key: "changeBasisNote", header: "Chg Basis Note" },
381
504
  ];
382
505
 
383
- /** The table's columns: Chg Basis follows Chg%, and the note is a line under the table. */
506
+ /**
507
+ * The table's columns: Chg Basis follows Chg%, and the note is a line under
508
+ * the table. The figures an export adds (an extended print's move, the day's
509
+ * low and high) are already in the table's own cells.
510
+ */
384
511
  function quoteTextColumns<Column extends { key: string }>(columns: Column[]): Array<Column | typeof CHANGE_BASIS_COLUMN> {
385
- const exported = new Set(CHANGE_BASIS_EXPORT_COLUMNS.map((column) => column.key));
512
+ const exported = new Set([...CHANGE_BASIS_EXPORT_COLUMNS, ...EXTENDED_CHANGE_EXPORT_COLUMNS, ...DAY_RANGE_EXPORT_COLUMNS].map((column) => column.key));
386
513
  const kept = columns.filter((column) => !exported.has(column.key));
387
514
  const at = kept.findIndex((column) => column.key === "changePercent") + 1;
388
515
  return [...kept.slice(0, at), CHANGE_BASIS_COLUMN, ...kept.slice(at)];
@@ -399,28 +526,70 @@ function yieldChangeCell(row: QuoteRow): string {
399
526
  return row.changeBasisPoints == null ? "" : colorBySign(formatBasisPoints(row.changeBasisPoints / 100, 1), row.changeBasisPoints);
400
527
  }
401
528
 
529
+ /** A figure as an export writes it: the number without float noise, nothing for none. */
530
+ function exportFigure(value: number | null | undefined): number | null {
531
+ return value == null ? null : Number.isFinite(value) ? exportNumber(value) : value;
532
+ }
533
+
534
+ const EXTENDED_SESSIONS = ["PRE", "POST", "OVERNIGHT"] as const satisfies readonly ExtendedSession[];
535
+
536
+ function extendedKey(session: ExtendedSession): string {
537
+ return session === "PRE" ? "preMarket" : session === "POST" ? "afterHours" : "overnight";
538
+ }
539
+
402
540
  /**
403
541
  * The pre-market, after-hours or overnight print and its move from the
404
542
  * regular close, in its own column; "mid" when it is a bid and ask midpoint.
543
+ * An export writes the price alone, its move going to `<session> Chg%`
544
+ * (EXTENDED_CHANGE_EXPORT_COLUMNS) and a midpoint to a closing note.
405
545
  */
406
546
  function extendedColumn(session: ExtendedSession) {
407
547
  const price = (row: QuoteRow) => row.extendedMark ? `${row.extendedPrice} mid` : row.extendedPrice;
408
548
  return {
409
- key: session === "PRE" ? "preMarket" : session === "POST" ? "afterHours" : "overnight",
549
+ key: extendedKey(session),
410
550
  header: EXTENDED_SESSION_LABELS[session],
411
551
  align: "right" as const,
412
- value: (row: QuoteRow) => row.extendedSession === session && row.extendedPrice
413
- ? [price(row), row.extendedChangePercent == null ? "" : formatPercentRaw(row.extendedChangePercent)].join(" ").trim()
414
- : "",
415
- format: (value: unknown, row: QuoteRow) => (
416
- value ? [price(row), formatChangePercentCell(row.extendedChangePercent)].join(" ").trim() : ""
552
+ value: (row: QuoteRow) => row.extendedSession === session ? exportFigure(row.rawExtendedPrice) : null,
553
+ format: (_value: unknown, row: QuoteRow) => (
554
+ row.extendedSession === session && row.extendedPrice
555
+ ? [price(row), formatChangePercentCell(row.extendedChangePercent)].join(" ").trim()
556
+ : ""
417
557
  ),
418
558
  };
419
559
  }
420
560
 
421
- /** A percent to two decimals, as the table prints it. */
561
+ /**
562
+ * Each extended print's move from the regular close, as a number: the
563
+ * columns an export adds after those it had, so a column read by position
564
+ * stays where it was. The table keeps the move beside the price.
565
+ */
566
+ const EXTENDED_CHANGE_EXPORT_COLUMNS = EXTENDED_SESSIONS.map((session) => ({
567
+ key: `${extendedKey(session)}ChangePercent`,
568
+ header: `${EXTENDED_SESSION_LABELS[session]} Chg%`,
569
+ value: (row: QuoteRow) => row.extendedSession === session ? row.extendedChangePercent : null,
570
+ }));
571
+
572
+ /**
573
+ * Why an exported quote row's figures are empty, for its status column: the
574
+ * symbol's failure as the warning says it, or the figure it has no value for.
575
+ */
576
+ function quoteExportStatus(row: QuoteRow): string {
577
+ if (row.rawPrice == null || !Number.isFinite(row.rawPrice)) return row.error || "Last: no price";
578
+ if (row.changePercent == null || !Number.isFinite(row.changePercent)) return "Chg%: no previous close";
579
+ return "";
580
+ }
581
+
582
+ /** The closing note of an export with an extended price that is a bid and ask midpoint: the cell holds the bare number. */
583
+ function extendedMidNotes(data: readonly QuoteCliRecord[]): string[] {
584
+ return data.flatMap((row) => {
585
+ const extended = getExtendedSessionDisplay(row.quote);
586
+ return extended?.mark ? [`${row.target.symbol} ${EXTENDED_SESSION_LABELS[extended.session]} is the bid and ask midpoint; nothing has traded in that session`] : [];
587
+ });
588
+ }
589
+
590
+ /** A percent to two decimals, as the table prints it; none for a move that is no number (a zero close). */
422
591
  function roundedPercent(value: number | undefined): number | null {
423
- return value == null ? null : Number(value.toFixed(2));
592
+ return value == null || !Number.isFinite(value) ? null : Number(value.toFixed(2));
424
593
  }
425
594
 
426
595
  /** The quote's currency code, US cents as US¢; an export keeps the code (USX). */
@@ -428,35 +597,54 @@ function currencyCell(value: unknown): string {
428
597
  return currencyCodeLabel(typeof value === "string" ? value : "");
429
598
  }
430
599
 
600
+ /** The session prints of a narrow quote table move under their row after its other columns, before the name. */
601
+ const EXTENDED_KEYS = new Set(["preMarket", "afterHours", "overnight"]);
602
+
431
603
  function quoteColumns() {
432
604
  return [
433
- ...QUOTE_LEAD_COLUMNS,
434
- { key: "currency", header: "Cur", shrink: false, optional: true, dropPriority: 1, format: currencyCell },
605
+ ...QUOTE_LEAD_COLUMNS.map((column) => EXTENDED_KEYS.has(column.key) ? { ...column, stackPriority: 1 } : column),
606
+ { key: "currency", header: "Cur", shrink: false, stackPriority: 3, format: currencyCell },
435
607
  // Whether the price is real-time, delayed or stale: a feed state, not where it came from. A stale
436
608
  // row says so here, so the closing line's "N of M stale" always points at rows the table marks.
437
609
  {
438
610
  key: "feed",
439
611
  header: "Feed",
440
612
  shrink: false,
441
- optional: true,
442
- dropPriority: 2,
613
+ stackPriority: 4,
443
614
  format: (value: unknown) => value === "stale" ? cliStyles.warning(value) : String(value ?? ""),
444
615
  },
445
- // In a narrow terminal the closing line's as-of stands in for each row's.
446
- { key: "updatedAt", header: "Updated", shrink: false, optional: true, dropPriority: 3 },
616
+ { key: "updatedAt", header: "Updated", shrink: false, stackPriority: 5 },
447
617
  ...CHANGE_BASIS_EXPORT_COLUMNS,
618
+ ...EXTENDED_CHANGE_EXPORT_COLUMNS,
448
619
  ];
449
620
  }
450
621
 
622
+ /** The day's low and high as numbers, after the columns an export already had. */
623
+ const DAY_RANGE_EXPORT_COLUMNS = [
624
+ { key: "dayLow", header: "Day Low", value: (row: QuoteRow) => exportFigure(row.rawDayLow) },
625
+ { key: "dayHigh", header: "Day High", value: (row: QuoteRow) => exportFigure(row.rawDayHigh) },
626
+ ];
627
+
451
628
  function compareColumns() {
452
629
  return [
453
630
  ...QUOTE_LEAD_COLUMNS,
454
- { key: "previousClose", header: "Prev Close", align: "right" as const, format: yieldLevelCell },
631
+ {
632
+ key: "previousClose", header: "Prev Close", align: "right" as const,
633
+ value: (row: QuoteRow) => exportFigure(row.rawPreviousClose),
634
+ format: (_value: unknown, row: QuoteRow) => yieldLevelCell(row.previousClose, row),
635
+ },
455
636
  // A narrow terminal drops these before it cuts the names short.
456
- { key: "dayRange", header: "Day Range", align: "right" as const, optional: true, dropPriority: 1 },
637
+ // An export writes the range as plain numbers (12.5-13.1), and each end as a number in Day Low and Day High.
638
+ {
639
+ key: "dayRange", header: "Day Range", align: "right" as const, optional: true, dropPriority: 1,
640
+ value: (row: QuoteRow) => row.rawDayLow != null && row.rawDayHigh != null ? `${exportFigure(row.rawDayLow)}-${exportFigure(row.rawDayHigh)}` : "",
641
+ format: (_value: unknown, row: QuoteRow) => row.dayRange,
642
+ },
457
643
  { key: "volume", header: "Volume", align: "right" as const, format: formatCountCell, optional: true, dropPriority: 2 },
458
644
  { key: "currency", header: "Cur", shrink: false, optional: true, dropPriority: 3, format: currencyCell },
459
645
  ...CHANGE_BASIS_EXPORT_COLUMNS,
646
+ ...EXTENDED_CHANGE_EXPORT_COLUMNS,
647
+ ...DAY_RANGE_EXPORT_COLUMNS,
460
648
  ];
461
649
  }
462
650
 
@@ -504,18 +692,24 @@ function changeBasisNotes(results: QuoteCliRecord[], now = Date.now()): string[]
504
692
  function withPreviousCloseDate(quote: Quote | null | undefined): (Quote & { previousCloseDate?: string | null }) | null {
505
693
  if (!quote) return null;
506
694
  const previousCloseDate = quotePreviousCloseDate(quote);
507
- const entries = Object.entries(quote);
695
+ const entries = Object.entries(quote).filter(([key]) => key !== "previousCloseDate");
508
696
  const at = entries.findIndex(([key]) => key === "previousClose");
509
697
  entries.splice(at < 0 ? entries.length : at + 1, 0, ["previousCloseDate", previousCloseDate]);
510
698
  return Object.fromEntries(entries) as Quote & { previousCloseDate?: string | null };
511
699
  }
512
700
 
701
+ /** An explicit missing comparison wins over any leftover numeric move in a CLI quote. */
702
+ function quoteSessionFields(quote: Quote | null | undefined) {
703
+ const fields = getQuoteSessionFields(quote);
704
+ return quote?.changeBasis === "none" ? { ...fields, change: null, changePercent: null } : fields;
705
+ }
706
+
513
707
  function quoteRows(results: QuoteCliRecord[], now = Date.now()) {
514
708
  return results.map((result) => {
515
709
  const quote = result.quote;
516
710
  // Last and Chg% are the regular session, as `ticker` and the quote monitor read it; a
517
711
  // pre-market or after-hours print is its own column, measured from that session's close.
518
- const display = getRegularSessionDisplay(quote);
712
+ const display = quoteSessionFields(quote);
519
713
  const extended = getExtendedSessionDisplay(quote);
520
714
  const yieldIndex = isYieldIndexSymbol(result.target.symbol);
521
715
  // An index level is in points, not in the currency its members trade in.
@@ -527,25 +721,26 @@ function quoteRows(results: QuoteCliRecord[], now = Date.now()) {
527
721
  minimumFractionDigits: indexPoints ? 2 : currencyPriceMinDigits(quote?.currency),
528
722
  ...nearParCoin(quote) ? { fixedFractionDigits: STABLECOIN_PRICE_DIGITS } : {},
529
723
  };
530
- const price = (value: number | undefined) => (
724
+ const price = (value: number | null | undefined) => (
531
725
  quote && value != null
532
726
  ? indexPoints ? formatMarketPrice(value, options) : formatMarketPriceWithCurrency(value, quote.currency, options)
533
727
  : ""
534
728
  );
535
729
  // A price in cents says what it is per, as the contract terms word it: 314.95¢/lb.
536
- const per = display?.price != null ? minorUnitPricePer(result.futuresContract, quote?.currency) : "";
730
+ const per = display.price != null ? futuresPricePer(result.futuresContract, quote?.currency) : "";
731
+ const previousClose = display.price != null && display.change != null ? display.price - display.change : quote?.previousClose;
537
732
  return {
538
733
  symbol: result.target.symbol,
539
734
  name: quote?.name || result.listing?.name || "",
540
- price: `${price(display?.price)}${per}`,
541
- rawPrice: display?.price ?? null,
735
+ price: `${price(display.price)}${per}`,
736
+ rawPrice: display.price,
542
737
  priceBasis: quote?.priceBasis ?? null,
543
738
  instrumentType: quote?.instrumentType ?? null,
544
- change: display?.change ?? null,
545
- changePercent: roundedPercent(display?.changePercent),
739
+ change: display.change,
740
+ changePercent: roundedPercent(display.changePercent ?? undefined),
546
741
  // A Cboe yield index is read as a yield in percent and moves in basis points.
547
742
  yieldIndex,
548
- changeBasisPoints: yieldIndex && display?.change != null ? toBasisPoints(display.change, 1) : null,
743
+ changeBasisPoints: yieldIndex && display.change != null ? toBasisPoints(display.change, 1) : null,
549
744
  extendedSession: extended?.session ?? null,
550
745
  extendedPrice: price(extended?.price),
551
746
  rawExtendedPrice: extended?.price ?? null,
@@ -556,7 +751,10 @@ function quoteRows(results: QuoteCliRecord[], now = Date.now()) {
556
751
  session: quoteSessionStateLabel(quote, now) ?? "",
557
752
  sessionLabel: quoteSessionLabel(quote, now) ?? "",
558
753
  // The close the shown move is measured from: the one before the session Last is.
559
- previousClose: price(display?.change != null ? display.price - display.change : quote?.previousClose),
754
+ previousClose: price(previousClose),
755
+ rawPreviousClose: previousClose ?? null,
756
+ rawDayLow: quote?.low != null && quote.high != null ? quote.low : null,
757
+ rawDayHigh: quote?.low != null && quote.high != null ? quote.high : null,
560
758
  dayRange: quote?.low != null && quote.high != null
561
759
  ? indexPoints ? `${price(quote.low)}-${price(quote.high)}` : formatPriceRange(quote.low, quote.high, quote.currency, options, "-")
562
760
  : "",
@@ -625,15 +823,17 @@ function filingsWithItemLabels(filings: SecFilingItem[]) {
625
823
  });
626
824
  }
627
825
 
628
- function analystSummary(data: AnalystResearchData): string {
826
+ /** The summary over the ratings: the upside from Last, and the price and time it is measured from, as `fn ANR` gives them. */
827
+ function analystSummary(data: AnalystResearchData, quote: Quote | null): string {
629
828
  const target = data.priceTarget;
630
829
  const currency = analystTargetCurrency(data);
631
- const upside = targetUpside(target);
830
+ const { upside, reference } = analystUpside(data, quote);
632
831
  const analysts = recommendationTotal(data);
633
832
  const mix = formatRecommendationMix(data);
634
833
  const entries: Array<[string, string]> = [
635
834
  ["Average Target", formatAnalystPrice(target?.average, currency)],
636
835
  ["Upside", upside == null ? "-" : formatPercent(upside)],
836
+ ["Upside vs", upside == null ? "-" : formatAnalystReference(reference, currency)],
637
837
  ["Low / Median / High", target && [target.low, target.median, target.high].some((value) => value != null)
638
838
  ? [target.low, target.median, target.high].map((value) => formatAnalystPrice(value, currency)).join(" / ")
639
839
  : "-"],
@@ -734,13 +934,13 @@ function formatEpsCell(value: unknown): string {
734
934
  return typeof value === "number" && Number.isFinite(value) ? value.toFixed(2) : "";
735
935
  }
736
936
 
737
- function earningsRows(events: EarningsEvent[]) {
937
+ function earningsRows(events: ResolvedEarningsEvent[]) {
738
938
  return events.map((event) => ({
739
939
  symbol: event.symbol,
740
940
  name: event.name,
741
941
  date: isoDate(event.earningsDate).slice(0, 10),
742
- // Whether the company announced the date or it is projected from past reports.
743
- status: earningsDateLabel(event),
942
+ // Out, announced by the company, or projected from its past reports.
943
+ status: earningsDateLabel(event.dateStatus),
744
944
  timing: event.timing,
745
945
  epsEstimate: event.epsEstimate,
746
946
  epsActual: event.epsActual,
@@ -756,17 +956,17 @@ const MAX_CHOICE_LOOKUPS = 10;
756
956
  * The line `quote` prints beside a symbol that changed, as `history` and
757
957
  * `ticker` word it: a company that moved, with nothing new listed there,
758
958
  * names the quote of its new symbol ("HFC became DINO on 2022-03-15:
759
- * `gloomberb quote DINO`"); its old line's last price stays in the row.
959
+ * `gloom quote DINO`"); its old line's last price stays in the row.
760
960
  */
761
961
  function quoteChangeLine(change: TickerChange | null | undefined, formerIssuer?: FormerIssuer | null): string | null {
762
962
  const moved = movedAwayChange(change);
763
963
  // One line per symbol: a company that left it, else the company that merged away from it (GOGL).
764
- return (moved ? movedSymbolLine(moved, `gloomberb quote ${moved.tradesAs}`) : tickerChangeLine(change)) ?? formerIssuer?.note ?? null;
964
+ return (moved ? movedSymbolLine(moved, `gloom quote ${moved.tradesAs}`) : tickerChangeLine(change)) ?? formerIssuer?.note ?? null;
765
965
  }
766
966
 
767
967
  async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1], commandName: "quote" | "compare") {
768
968
  const args = [...rawArgs];
769
- const usage = `Usage: gloomberb ${commandName} <symbol...> [--file <path>]`;
969
+ const usage = `Usage: gloom ${commandName} <symbol...> [--file <path>]`;
770
970
  const exchange = takeOption(args, "--exchange") ?? "";
771
971
  // A list from a file or standard input (`-`), read as `watchlist add` reads one.
772
972
  const file = args.some((arg) => arg === "--file" || arg.startsWith("--file=")) ? takeOption(args, "--file") ?? "" : undefined;
@@ -779,16 +979,33 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
779
979
  await withMarketData(ctx, async (market) => {
780
980
  const read = phrase ? await readPhraseArgument(phrase, market.dataProvider) : null;
781
981
  if (read?.kind === "phrase") return answerPhrase(read.phrase, market, ctx);
782
- // A list read from a file names what it left out: a stray separator, the cells beside a table's symbols.
783
- const list = listed && !read ? await readListedSymbols(args, file, market, ctx, usage) : null;
982
+ // Typed or from a file, one reader names what it left out: a stray separator, the prices beside the symbols.
983
+ const list = read ? null : await readListedSymbols(args, file, market, ctx, usage);
784
984
  const symbols = read?.kind === "name" ? [read.name]
785
985
  : read?.kind === "symbols" ? uniqueEntries(read.symbols)
786
- : list ? list.symbols
787
- : await readSymbols(entries, market.dataProvider);
788
- // With several symbols, --exchange is for the ones that name no exchange of their own.
789
- const listings = await Promise.all(symbols.map((symbol) => requireCliListing(
790
- symbol, exchange, market, ctx, { ownExchangeWins: symbols.length > 1 },
791
- )));
986
+ : list!.symbols;
987
+ // What cannot be a symbol (N/A, $$$, a price alone) is never looked up; one line names it.
988
+ const refused = symbols.flatMap((symbol) => notASymbolError(symbol) ?? []);
989
+ if (refused.length === symbols.length) {
990
+ ctx.fail(refused.length === 1 ? refused[0]!.message : `Nothing to quote: ${refusedList(refused)} are not symbols.`, usage);
991
+ }
992
+ // With several symbols, --exchange is for the ones that name no exchange of their own, and one that names no
993
+ // listing (EQT:NYSE:US) is named in a line while the others are quoted.
994
+ const resolvedListings = await Promise.all(symbols.filter((symbol) => !notASymbolError(symbol)).map(async (symbol) => {
995
+ if (symbols.length === 1) return { symbol, listing: await requireCliListing(symbol, exchange, market, ctx) };
996
+ try {
997
+ return { symbol, listing: await resolveCliListing(symbol, exchange, market, { ownExchangeWins: true }) };
998
+ } catch (error) {
999
+ if (error instanceof ListingArgError) return { symbol, error };
1000
+ throw error;
1001
+ }
1002
+ }));
1003
+ const unread = resolvedListings.flatMap((entry) => "error" in entry && entry.error ? [{ symbol: entry.symbol, error: entry.error }] : []);
1004
+ const listings = resolvedListings.flatMap((entry) => "listing" in entry && entry.listing ? [entry.listing] : []);
1005
+ if (listings.length === 0) {
1006
+ const [first] = unread;
1007
+ ctx.fail(first!.error.message, [...unread.slice(1).map(unreadLine), ...refused.length > 0 ? [refusedLine(refused)] : []].join("\n") || first!.error.details);
1008
+ }
792
1009
  const targets: QuoteSubscriptionTarget[] = listings.map((listing) => ({ symbol: listing.request.symbol, exchange: listing.request.exchange }));
793
1010
  // A bare symbol's venues load beside its quote, to name the company it was read as when several list it.
794
1011
  // Each costs a search, so a long list (a portfolio check, not a lookup) names none.
@@ -798,14 +1015,15 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
798
1015
  const changes = new Map(listings.length > MAX_CHOICE_LOOKUPS ? []
799
1016
  : listings.map((listing) => [listing, startTickerChangeLookup(market.dataProvider, listing.symbol, listing.exchange)] as const));
800
1017
  // The service's quote of the moment, not each form's local copy from whenever it was last asked for:
801
- // BRK.B saved on NYSE, BRK-B and BRK.B:NYSE print one quote (GLO-735). A local copy answers only offline.
802
- const results = await market.dataProvider.getQuotesBatch(targets, { forceRefresh: ctx.cliOptions.refresh, revalidate: true });
1018
+ // BRK.B saved on NYSE, BRK-B and BRK.B:NYSE print one quote. A local copy answers only offline.
1019
+ // Each row prints what its move is from (Chg Basis).
1020
+ const results = await market.dataProvider.getQuotesBatch(targets, { forceRefresh: ctx.cliOptions.refresh, revalidate: true, datesChangeBasis: true });
803
1021
  const listingOf = (result: QuoteBatchResult, index: number) => listings[targets.indexOf(result.target)] ?? listings[index]!;
804
1022
  const asked = results.map(listingOf);
805
1023
  const request = { command: commandName, noun: "quote" };
806
1024
  const answers = await Promise.all(results.map((result, index) => {
807
1025
  const listing = asked[index]!;
808
- return answerQuote(result, listing, market, request, ctx.cliOptions.refresh, venues.get(listing) ?? null);
1026
+ return answerQuote(result, listing, market, request, ctx.cliOptions.refresh, venues.get(listing) ?? null, { datesChangeBasis: true });
809
1027
  }));
810
1028
  const now = Date.now();
811
1029
  const symbolChanges = await Promise.all(answers.map(async ({ result }, index) => {
@@ -819,7 +1037,7 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
819
1037
  const tickerChanges = symbolChanges.map(({ change }) => change);
820
1038
  const formerIssuers = symbolChanges.map(({ formerIssuer }) => formerIssuer);
821
1039
  const failed = answers[0]?.failure;
822
- if (listings.length === 1 && failed) {
1040
+ if (symbols.length === 1 && failed) {
823
1041
  ctx.fail(failed.message, [quoteChangeLine(tickerChanges[0], formerIssuers[0]), failed.details].filter(Boolean).join("\n") || undefined);
824
1042
  }
825
1043
  // A futures quote adds its dated settlement and contract terms, as `ticker` prints them; `compare` stays a table.
@@ -828,6 +1046,9 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
828
1046
  : null));
829
1047
  // A contract that is not its root's front (NGF27, NG2) prints the front's own price beside it, read in one batch.
830
1048
  const fronts = await loadFuturesFrontQuotes(contracts, market.dataProvider);
1049
+ // A per-MWh gas price (TTF) adds its dollars per MMBtu at the day's rate, to read beside Henry Hub.
1050
+ const gasInUsd = await Promise.all(answers.map(({ result }, index) => loadUsdPerMmbtu(
1051
+ getRegularSessionDisplay(result.quote)?.price, contracts[index], result.quote?.currency, (currency) => market.dataProvider.getExchangeRate(currency))));
831
1052
  // A perpetual adds its funding per eight hours and open interest, the figures PERP lists beside its mark.
832
1053
  const perpetualContracts = await Promise.all(answers.map(({ result }) => commandName === "quote" && result.quote
833
1054
  ? cliPerpetualContract(result.quote)
@@ -842,12 +1063,13 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
842
1063
  target: result.target,
843
1064
  listing: listingMetadata(listingIdentity(listing, result.quote)),
844
1065
  // The figures the table shows, beside the quote as the source sent it.
845
- ...getQuoteSessionFields(result.quote),
1066
+ ...quoteSessionFields(result.quote),
846
1067
  // What `change` is measured from, with the label and holiday note the table shows.
847
1068
  changeBasis: changeBasisJson(quoteChangeBasis(result.quote, { terms: contracts[index] }), now),
848
1069
  quote: withPreviousCloseDate(result.quote),
849
1070
  ...contracts[index] ? { futuresContract: contracts[index] } : {},
850
1071
  ...fronts[index] ? { futuresFront: fronts[index] } : {},
1072
+ ...gasInUsd[index] ? { usdPerMmbtu: gasInUsd[index] } : {},
851
1073
  ...perpetualContracts[index] ? { perpetualContract: perpetualContracts[index] } : {},
852
1074
  ...usSuggestions[index] ? { usSuggestion: usSuggestions[index] } : {},
853
1075
  error: failure?.oneLine ?? errorMessage(result.error),
@@ -857,21 +1079,34 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
857
1079
  }));
858
1080
  const notes = [
859
1081
  ...list?.notes ?? [],
1082
+ ...refused.length > 0 ? [refusedLine(refused)] : [],
1083
+ ...unread.map(unreadLine),
860
1084
  // FB now lists another security; the company that was FB trades as META. A symbol a
861
1085
  // company renamed into (META) is what was typed: its change is in the row, not here.
862
1086
  // GOGL was Golden Ocean, which merged into CMB.Tech; a fund lists there now.
863
1087
  ...tickerChanges.flatMap((change, index) => quoteChangeLine(change, formerIssuers[index]) ?? []),
864
1088
  // Which listing a bare symbol was read as, and the index a bare root is not, are in no row.
865
1089
  ...answers.flatMap((answer) => answer.notes),
866
- // A row that stopped trading long ago reads as a quote that is merely stale.
867
- ...data.flatMap((row) => row.quote
868
- ? noLongerTradingNote(`${row.target.symbol}${row.listing.name ? ` (${row.listing.name})` : ""}`, row.quote, now) ?? []
869
- : []),
870
- // Text mode shows only "unavailable" in the cell; the JSON rows already carry each reason.
871
- ...ctx.cliOptions.format === "text" ? quoteNotes(data, { exchange }) : [],
1090
+ // A row that stopped trading long ago reads as a quote that is merely stale, and one with
1091
+ // nothing printed in a session the calendar has open (a feed that stalled, a typhoon day) says since when.
1092
+ ...data.flatMap((row) => {
1093
+ if (!row.quote) return [];
1094
+ const label = `${row.target.symbol}${row.listing.name ? ` (${row.listing.name})` : ""}`;
1095
+ const ended = noLongerTradingNote(label, row.quote, now);
1096
+ const quiet = ended ? null : noPrintsTodayText(row.quote, now);
1097
+ return [ended ?? (quiet ? `${label}: ${quiet}` : []), quoteBarNotes(label, row.quote, now)].flat();
1098
+ }),
1099
+ // A receipt and its home line each say the ratio, as `ticker` does.
1100
+ ...data.flatMap((row) => {
1101
+ const pair = listingDepositaryPair({ quote: row.quote });
1102
+ return pair ? [`${row.target.symbol}: ${depositaryPairText(pair, isReceiptSide({ quote: row.quote }))}.`] : [];
1103
+ }),
1104
+ // A cell shows only "unavailable", and an exported row only its status, so stderr names each failure; the JSON rows carry each reason.
1105
+ ...ctx.cliOptions.format !== "json" ? quoteNotes(data, { exchange }) : [],
872
1106
  ];
873
1107
  const columns = commandName === "compare" ? compareColumns() : quoteColumns();
874
1108
  const basisNotes = changeBasisNotes(data, now);
1109
+ const midNotes = extendedMidNotes(data);
875
1110
  if (ctx.cliOptions.format !== "json") await primeBoardCoins(notes);
876
1111
  // Only yield indices: their change is in bp, so the text header drops the percent sign (CSV keeps the percent it holds).
877
1112
  const yieldsOnly = data.length > 0 && data.every((row) => isYieldIndexSymbol(row.target.symbol));
@@ -880,7 +1115,11 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
880
1115
  warnings: notes.length > 0 ? notes : undefined,
881
1116
  // A Cboe yield index stops at its 15:00 ET close, before the Treasury's curve is taken: the line says so, so its
882
1117
  // close does not read as a contradiction of DGS10 or GC for the same day.
883
- freshness: quotesFreshness(data.map((row) => row.quote), yieldsOnly ? { schedule: `Cboe close ${CBOE_YIELD_INDEX_CLOSE}` } : undefined),
1118
+ // Dated by the quotes as served, which say whether one is the saved copy.
1119
+ freshness: withSavedCopy(
1120
+ quotesFreshness(data.map((row) => row.quote), yieldsOnly ? { schedule: `Cboe close ${CBOE_YIELD_INDEX_CLOSE}` } : undefined),
1121
+ answers.map(({ result }) => result.quote),
1122
+ ),
884
1123
  }, {
885
1124
  rows: quoteRows,
886
1125
  // An index row's Cur is blank, its level having no currency; the export names what it is in instead.
@@ -888,6 +1127,9 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
888
1127
  symbolOrSeries: row.symbol,
889
1128
  currencyOrUnit: row.currency || (row.yieldIndex ? "pct" : isIndexLevel(row.instrumentType) ? INDEX_POINTS_EXPORT_UNIT : null),
890
1129
  }),
1130
+ // A row with no price or move says why in its status column, as the warnings do.
1131
+ exportStatus: quoteExportStatus,
1132
+ ...(midNotes.length > 0 ? { exportNotes: midNotes } : {}),
891
1133
  details: quoteDetailsText,
892
1134
  ...(basisNotes.length ? { footnote: basisNotes.join("\n") } : {}),
893
1135
  columns,
@@ -895,11 +1137,27 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
895
1137
  ? columns.map((column) => column.key === "changePercent" ? { ...column, header: "Chg" } : column)
896
1138
  : columns),
897
1139
  });
898
- // The table names each symbol it found nothing for; with none found, the exit status says so too.
1140
+ // The table and the warnings name each symbol it found nothing for; with none found, the exit status says so too.
899
1141
  if (data.every((row) => !row.quote)) process.exitCode = CLI_EXIT_CODES.error;
900
1142
  });
901
1143
  }
902
1144
 
1145
+ /** The entries refused before any lookup, named as written: `$$$, N/A`, split by semicolons when one has a comma. */
1146
+ function refusedList(refused: ReadonlyArray<{ input: string }>): string {
1147
+ const inputs = refused.map((error) => error.input.trim());
1148
+ return inputs.join(inputs.some((input) => input.includes(",")) ? "; " : ", ");
1149
+ }
1150
+
1151
+ /** The one line a quote prints for what it did not look up: `Not a symbol, not quoted: $$$, N/A.` */
1152
+ function refusedLine(refused: ReadonlyArray<{ input: string }>): string {
1153
+ return `Not ${refused.length === 1 ? "a symbol" : "symbols"}, not quoted: ${refusedList(refused)}.`;
1154
+ }
1155
+
1156
+ /** A symbol of a list that names no listing: `Not quoted: EQT:NYSE:US (Unknown exchange US for EQT:NYSE).` */
1157
+ function unreadLine({ symbol, error }: { symbol: string; error: ListingArgError }): string {
1158
+ return `Not quoted: ${symbol} (${error.message.replace(/\.$/, "")}).`;
1159
+ }
1160
+
903
1161
  /**
904
1162
  * `quote "10 year yield"`: a phrase that is no ticker and no company's name
905
1163
  * is answered with what search finds for it and the catalog, never quoted
@@ -909,7 +1167,7 @@ async function runQuote(rawArgs: string[], ctx: Parameters<CliCommandDef["execut
909
1167
  async function answerPhrase(phrase: string, market: MarketContext, ctx: Parameters<CliCommandDef["execute"]>[1]): Promise<void> {
910
1168
  const said = `"${phrase}" is not a ticker or a company's name.`;
911
1169
  if (ctx.cliOptions.format !== "text") {
912
- ctx.fail(said, [knownGapMessage(phrase), `Search for it: gloomberb search "${phrase}"`, `Functions and data: gloomberb catalog "${phrase}"`]
1170
+ ctx.fail(said, [knownGapMessage(phrase), `Search for it: gloom search "${phrase}"`, `Functions and data: gloom catalog "${phrase}"`]
913
1171
  .filter(Boolean).join("\n"));
914
1172
  }
915
1173
  process.exitCode = CLI_EXIT_CODES.error;
@@ -964,12 +1222,15 @@ function quoteFuturesContractText(data: QuoteCliRecord[]): string {
964
1222
  }
965
1223
  const terms = row.futuresContract;
966
1224
  if (!terms || !row.quote) return [];
967
- const settle: [string, string] = ["Settle", futuresSettleText(terms, row.quote)];
1225
+ const settle: [string, string] = ["Settle", quoteSettleText(row.quote, terms)];
968
1226
  // The move Chg% gives, in the quote's money and with what it is measured from: "vs Fri settle".
969
1227
  const session = getRegularSessionDisplay(row.quote);
970
1228
  const change: Array<[string, string]> = session?.change != null && Number.isFinite(session.change)
971
1229
  ? [["Change", quoteChangeText(row.quote, session, withCurrencyMinorDigits(quoteFormatOptions(row.quote, "FUTURE"), row.quote.currency), terms)]]
972
1230
  : [];
1231
+ // European gas beside Henry Hub: "≈ $30.832/MMBtu at EUR/USD 1.1650", a conversion that says so.
1232
+ const inUsd = row.usdPerMmbtu;
1233
+ if (inUsd) change.push(["In USD", usdPerMmbtuText(inUsd)]);
973
1234
  const metrics = futuresContractMetrics(terms, row.quote.symbol || row.target.symbol);
974
1235
  const rolls = futuresRollLines(terms, row.futuresFront).map((line): [string, string] => [line.label, line.value]);
975
1236
  const at = futuresContractLines(terms, row.quote.symbol || row.target.symbol)[0]?.key === "contract" ? 1 : 0;
@@ -990,17 +1251,21 @@ function yieldIndexFields(result: QuoteBatchResult): { unit?: "percent"; changeB
990
1251
  return { unit: "percent", ...(change == null ? {} : { changeBasisPoints: toBasisPoints(change, 1) }) };
991
1252
  }
992
1253
 
993
- /** A crypto pair that will not load points at the crypto board. Structured formats keep the error as thrown. */
1254
+ /**
1255
+ * A crypto pair that will not load points at the crypto board. Structured
1256
+ * formats keep the error as thrown, and so does no connection at all, which
1257
+ * the board cannot get past either.
1258
+ */
994
1259
  function failHistory(error: unknown, symbol: string, ctx: Parameters<CliCommandDef["execute"]>[1]): never {
995
- if (ctx.cliOptions.format !== "text" || !isCryptoPairSymbol(symbol)) throw error;
1260
+ if (ctx.cliOptions.format !== "text" || !isCryptoPairSymbol(symbol) || isNetworkFailure(error)) throw error;
996
1261
  return ctx.fail(errorMessage(error) ?? `No history available for ${symbol}`, CRYPTO_BOARD_HINT);
997
1262
  }
998
1263
 
999
- const HISTORY_USAGE = "history <symbol> [--range <range>]";
1264
+ const HISTORY_USAGE = "history <symbol...> [--range <range> | --from <year|date> [--to <year|date>]]";
1000
1265
  const HISTORY_ALL_RANGE = `ALL gives the full history the source has, up to ${historyAllRangeYears()} years`;
1001
1266
  const HISTORY_YTD_RANGE = "YTD starts at the prior year's last close, the one year-to-date returns are measured from";
1002
- /** Options people reach for to ask for dates, which history answers with a range. */
1003
- const DATE_WINDOW_OPTIONS = new Set(["--from", "--to", "--start", "--end", "--since", "--until", "--date", "--start-date", "--end-date"]);
1267
+ /** Options people reach for to ask for dates, which history answers with --from and --to (or --start and --end). */
1268
+ const DATE_WINDOW_OPTIONS = new Set(["--since", "--until", "--date", "--start-date", "--end-date"]);
1004
1269
  /** Options people reach for to pick a bar size, which history derives from the range. */
1005
1270
  const BAR_SIZE_OPTIONS = new Set(["--interval", "--resolution", "--bar", "--bars", "--bar-size", "--granularity", "--timeframe", "--frequency", "--freq", "--tick", "--ticks"]);
1006
1271
 
@@ -1030,16 +1295,26 @@ function financialsSymbolArg(args: readonly string[]): string | undefined {
1030
1295
  function financialsOptionHint(flag: string, args: readonly string[]): string | null {
1031
1296
  if (!QUARTERLY_OPTIONS.has(flag)) return null;
1032
1297
  const symbol = financialsSymbolArg(args) ?? "<symbol>";
1033
- return `financials lists fiscal years. For quarters: gloomberb fn GF ${symbol} --period quarterly --periods 40 (one metric at a time), `
1034
- + `or gloomberb fn FA ${symbol} --period quarterly (the statements).`;
1298
+ return `financials lists fiscal years. For quarters: gloom fn GF ${symbol} --period quarterly --periods 40 (one metric at a time), `
1299
+ + `or gloom fn FA ${symbol} --period quarterly (the statements).`;
1035
1300
  }
1036
1301
 
1037
1302
  function historyOptionHint(flag: string, args: readonly string[]): string | null {
1038
- if (DATE_WINDOW_OPTIONS.has(flag)) return `history takes a --range instead of dates: ${HISTORY_RANGES.join(", ")}. ${HISTORY_YTD_RANGE}; ${HISTORY_ALL_RANGE}.`;
1303
+ if (DATE_WINDOW_OPTIONS.has(flag)) {
1304
+ return `history takes dates as --from and --to (or --start and --end), each a year or a date (--from 2007 --to 2009), or a --range: ${HISTORY_RANGES.join(", ")}.`;
1305
+ }
1039
1306
  if (BAR_SIZE_OPTIONS.has(flag)) return `history serves each --range in one bar size. ${subMinuteDataMessage(historySymbolArg(args))}`;
1040
1307
  return null;
1041
1308
  }
1042
1309
 
1310
+ /** "Asked from 1990-01-01, data starts 1995-01-03 (first available bar)" when the bars start over a week into the window. */
1311
+ function windowHistoryNotes(window: PriceWindow, rows: readonly { date: string }[]): string[] {
1312
+ const first = rows[0]?.date.slice(0, 10);
1313
+ if (!first) return [];
1314
+ return Date.parse(`${first}T00:00:00Z`) - Date.parse(`${window.from}T00:00:00Z`) > 7 * 86_400_000
1315
+ ? [`Asked from ${window.from}, data starts ${first} (first available bar)`] : [];
1316
+ }
1317
+
1043
1318
  /** "Asked YTD, data starts 2026-03-05 (first available bar)" when no bar reaches the prior year's last close. */
1044
1319
  function ytdHistoryNotes(rows: readonly { date: string }[]): string[] {
1045
1320
  const first = rows[0]?.date.slice(0, 10);
@@ -1047,116 +1322,246 @@ function ytdHistoryNotes(rows: readonly { date: string }[]): string[] {
1047
1322
  return first && last && first > `${Number(last.slice(0, 4)) - 1}-12-31` ? [`Asked YTD, data starts ${first} (first available bar)`] : [];
1048
1323
  }
1049
1324
 
1050
- async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
1051
- const args = [...rawArgs];
1052
- const range = parseRange(takeOption(args, "--range"), ctx);
1325
+ /** What `history` was asked for: a range, or a window of dates in its place. */
1326
+ interface HistoryAsk {
1327
+ range: HistoryRange;
1328
+ window: PriceWindow | null;
1329
+ }
1330
+
1331
+ /** One listing's bars as `history` prints them, with what its heading, warnings and closing line say. */
1332
+ interface ListingHistory {
1333
+ listing: CliListing;
1334
+ identity: ListingIdentity;
1335
+ unit: HistoryUnit;
1336
+ data: HistoryRow[];
1337
+ resolution: PriceHistoryResult["resolution"];
1338
+ interval: HistoryRow["interval"];
1339
+ decimals: number;
1340
+ /** Intraday bars, which print in UTC as times. */
1341
+ intraday: boolean;
1342
+ volume: HistoryVolume | null;
1343
+ freshness: ReportFreshness | undefined;
1344
+ notes: string[];
1345
+ }
1346
+
1347
+ /** The command a listing that cannot be served is pointed back at: `history`, `history --range 5Y`. */
1348
+ function historyCommand({ range, window }: HistoryAsk): string {
1349
+ // A window that runs to today retries to the day it is run on, not the one it was first run on.
1350
+ return window ? `history --from ${window.from}${isPastPriceWindow(window) ? ` --to ${window.to}` : ""}` : range === "1Y" ? "history" : `history --range ${range}`;
1351
+ }
1352
+
1353
+ /**
1354
+ * One listing's bars, dated and checked as `history` prints them. Without
1355
+ * `lookups` it does not look up the other venues of a bare symbol or whether
1356
+ * its company moved, which a long list skips, as `quote` does.
1357
+ */
1358
+ async function loadListingHistory(
1359
+ listing: CliListing,
1360
+ market: MarketContext,
1361
+ ctx: Parameters<CliCommandDef["execute"]>[1],
1362
+ ask: HistoryAsk,
1363
+ { lookups }: { lookups: boolean },
1364
+ ): Promise<ListingHistory> {
1365
+ const { range, window } = ask;
1053
1366
  // YTD reads the year's daily bars and starts at the last one on or before 31 Dec.
1054
1367
  const loadRange: TimeRange = range === "YTD" ? "1Y" : range;
1368
+ const venues = lookups ? loadBareVenues(listing, market) : null;
1369
+ const { symbol, exchange } = listing.request;
1370
+ const context = { cacheMode: ctx.cliOptions.refresh ? "refresh" as const : "default" as const };
1371
+ const load = () => window ? loadPriceWindowHistory(market.dataProvider, symbol, exchange, window, context)
1372
+ : market.dataProvider.getPriceHistoryWithMetadata
1373
+ ? market.dataProvider.getPriceHistoryWithMetadata(symbol, exchange, loadRange, context)
1374
+ : market.dataProvider.getPriceHistory(symbol, exchange, loadRange, context).then((points): PriceHistoryResult => ({ points, resolution: null }));
1375
+ const quoteAnswer = loadListingQuoteAnswer(market.dataProvider, listing);
1376
+ const quoted = quoteAnswer.then((answer) => answer.quote);
1377
+ const fate = lookups ? listingFateLoader(listing, market, quoted) : null;
1378
+ const request = { command: historyCommand(ask), noun: "history", ...(fate ? { fate } : {}) };
1379
+ const [loaded, quote] = await Promise.all([
1380
+ loadForListing(listing, market, ctx, load, (loaded) => loaded.points.length === 0, request)
1381
+ .catch((error) => failHistory(error, listing.key, ctx)),
1382
+ quoted,
1383
+ ]);
1384
+ // A bare symbol several companies list is never served from the one the data service picked, in a range or a window:
1385
+ // it asks for an exchange as `quote` does, and in a list that is the symbol's row alone.
1386
+ await failUnchosenListing(listing, market, ctx, request, (await quoteAnswer).error);
1387
+ const { resolution } = loaded;
1388
+ // While the session trades the day's bar is the quote's, whatever range the history was cut for (withSessionBar).
1389
+ // A window that ended before today has no session in progress.
1390
+ const points = window && isPastPriceWindow(window) ? loaded.points
1391
+ : withSessionBar(loaded.points, quote, { now: Date.now(), venue: quote?.listingExchangeName || exchange || undefined });
1392
+ const fromQuote = points !== loaded.points;
1393
+ const identity = listingIdentity(listing, quote);
1394
+ // Without a quote currency, the listing metadata research reads (as `ticker` does) may still state it.
1395
+ const listed = quote?.currency ? quote : await market.dataProvider.getQuoteMetadata?.(symbol, exchange).catch(logFailure("cli.commands-market", "Read quote metadata for history failed", null));
1396
+ const unit = historyUnit(listing.key, listed ?? quote);
1397
+ const traded = {
1398
+ listing: listing.key, exchange: quote?.listingExchangeName || exchange || undefined, instrumentType: quote?.instrumentType,
1399
+ };
1400
+ // A coin's volume is traded value in its quote currency: said in every row and on the status line.
1401
+ const volume = historyVolume(unit, traded);
1402
+ const rows = historyRows(points, resolution, unit.currency, unit.unit, volume);
1403
+ // Bars stop arriving on the listing's own trading days, not New York's.
1404
+ const venue = quote?.listingExchangeName || exchange || undefined;
1405
+ const served = range === "YTD" && !window ? rows.slice(Math.max(0, yearToDateStartIndex(rows.map((row) => row.date), rows[0]?.interval, venue))) : rows;
1406
+ // October's monthly bar on 16 Oct runs through the 15th: marked partial, and the status line says how far.
1407
+ const forming = formingPeriodBar(served, venue);
1408
+ // A complete one is dated by the day its last session closed, the day its close is from.
1409
+ const closedDay = forming ? null : closedPeriodBarDay(served, venue);
1410
+ const data = forming?.rows ?? served;
1411
+ const interval = data[0]?.interval ?? null;
1412
+ // Intraday bars print in UTC, as the charts and time and sales label them, not the host zone.
1413
+ const intraday = data.some((row) => row.date.length > 10);
1414
+ // A bar history: dated by its last bar, stale once bars of its size stop arriving.
1415
+ // The day's own bar, while its session trades, is not a close: dated by the quote it was read from.
1416
+ const dayToDate = fromQuote && interval === "1d" && data.at(-1)?.partial === true;
1417
+ // The source that served the bars, a broker or another source when Gloom Cloud could not.
1418
+ const source = loaded.sourceName ? { source: loaded.sourceName } : {};
1419
+ // A window that closed before today is the history asked for: no later bar makes it stale.
1420
+ const freshness = withSavedCopy(window && isPastPriceWindow(window) ? rowsFreshness(data, {
1421
+ ...source,
1422
+ status: "not-a-feed", basis: `${interval ? BAR_INTERVAL_LABELS[interval] : "price"} bars, ${priceWindowText(window)}`, observedKey: "date", oldest: null,
1423
+ }) : rowsFreshness(data, {
1424
+ ...source,
1425
+ ...barHistoryFreshness(intraday ? null : barResolutionFromDates(data.map((row) => row.date))),
1426
+ observedKey: "date",
1427
+ oldest: null,
1428
+ cadenceExchange: venue,
1429
+ ...(forming ? { periodToDate: forming.periodToDate } : closedDay ? { asOf: closedDay } : {}),
1430
+ ...(dayToDate ? { basis: "daily bars", ...(quote && Number.isFinite(quote.lastUpdated) ? { asOf: new Date(quote.lastUpdated).toISOString() } : {}) } : {}),
1431
+ ...(volume || dayToDate ? { note: [volume ? historyVolumeText(volume, interval) : null, dayToDate ? `the newest bar is ${DAY_SO_FAR_TEXT}` : null].filter(Boolean).join("; ") } : {}),
1432
+ // The rows are drawn from the bars served, which say whether they are the saved copy.
1433
+ }), loaded);
1434
+ const gaps = historyGapNote(data, traded);
1435
+ const coverage = window ? historyCoverageNotice(loaded.coverageStart, Date.parse(`${window.from}T00:00:00Z`), loaded.coverageNote)
1436
+ : range === "YTD" ? null : historyCoverageWarning(range, loaded);
1437
+ const notes = [
1438
+ // A window the source has no bar in (a typo, a weekend, a listing that had not started) is said, not an empty table alone.
1439
+ ...data.length === 0 ? [emptyHistoryNote(listing.key, ask)] : [],
1440
+ // FB's bars are the fund listed there now; META's from 2021 are from when it was FB.
1441
+ ...fate ? listingFateNotes(await fate(), { served: data.length > 0, firstDate: data[0]?.date }) : [],
1442
+ ...lookups ? await listingChoiceNotes(listing, market, quote, venues) : [],
1443
+ // ALL says where the source's bars start (BTC-USD's in 2014-09), unless the coverage line does.
1444
+ ...window ? [...windowHistoryNotes(window, data), coverage ?? []]
1445
+ : range === "YTD" ? ytdHistoryNotes(data) : [...historyNotes(range, interval, data[0]?.date, Date.now(), coverage != null), coverage ?? []],
1446
+ // The status line says how far a bar still forming runs; the note is for the bars it does not name.
1447
+ gaps ?? [], historyJumpNote(data) ?? [], historyFlagNote(data) ?? [], historyMissingVolumeNote(data) ?? [],
1448
+ historyVenueVolumeNote(data) ?? [],
1449
+ historyBarStatusNote(forming ? served : data, { tradingDay: venueTradingDay(venue, Date.now()) }) ?? [],
1450
+ ].flat();
1451
+ return {
1452
+ listing, identity, unit, data, resolution, interval, intraday, volume, freshness, notes,
1453
+ decimals: historyPriceDecimals(data, listing.saved?.metadata.assetCategory),
1454
+ };
1455
+ }
1456
+
1457
+ /** What a listing with no bar for what was asked says, in a warning and in a list's status column. */
1458
+ function emptyHistoryNote(symbol: string, { range, window }: HistoryAsk): string {
1459
+ return window ? `No bars for ${symbol} from ${priceWindowText(window)}.` : `No bars for ${symbol} in ${range}.`;
1460
+ }
1461
+
1462
+ /** A bar's prices to the decimals its history prints them to. */
1463
+ function historyPrice(decimals: number) {
1464
+ return (value: unknown) => typeof value === "number" ? value.toFixed(decimals) : "";
1465
+ }
1466
+
1467
+ /** The columns a history table prints: Time in UTC for intraday bars, prices to `price`'s decimals. */
1468
+ function historyTextColumns(intraday: boolean, price: (value: unknown, row: Record<string, unknown>) => string): CliResultColumn[] {
1469
+ return [
1470
+ intraday
1471
+ ? { key: "date", header: "Time", format: (value) => typeof value === "string" ? formatUtcTime(value) : "" }
1472
+ : { key: "date", header: "Date" },
1473
+ { key: "open", header: "Open", align: "right", format: price },
1474
+ { key: "high", header: "High", align: "right", format: price },
1475
+ { key: "low", header: "Low", align: "right", format: price },
1476
+ { key: "close", header: "Close", align: "right", format: price },
1477
+ { key: "volume", header: "Volume", align: "right", format: formatCountCell },
1478
+ ];
1479
+ }
1480
+
1481
+ /**
1482
+ * The volume a table prints: a bar with one venue's count in place of the
1483
+ * market's shows it beside the venue, never as its volume, and a bar without
1484
+ * volume in a history that reports it prints as missing, never as 0 or blank.
1485
+ */
1486
+ function historyVolumeCell(missingVolume: (row: Record<string, unknown>) => string) {
1487
+ return (value: unknown, row: Record<string, unknown>) => formatCountCell(value)
1488
+ || (typeof row.venueVolume === "number"
1489
+ ? cliStyles.muted(`${formatCountCell(row.venueVolume)} ${typeof row.volumeVenue === "string" ? row.volumeVenue : ""}`.trim())
1490
+ : missingVolume(row));
1491
+ }
1492
+
1493
+ /** Text marks a bar still forming, rebuilt from hourly bars or closing before its settlement beside its flag; exports keep them as columns. */
1494
+ const HISTORY_FLAG_TEXT_COLUMN: CliResultColumn = {
1495
+ key: "flag",
1496
+ header: "Flag",
1497
+ format: (value, row) => [
1498
+ typeof value === "string" ? cliStyles.warning(value) : "",
1499
+ row.partial ? cliStyles.muted("partial") : "",
1500
+ row.filled ? cliStyles.muted("filled") : "",
1501
+ row.unsettled ? cliStyles.muted("unsettled") : "",
1502
+ typeof row.status === "string" ? cliStyles.warning(row.status) : "",
1503
+ ].filter(Boolean).join(" "),
1504
+ };
1505
+
1506
+ /** The dates `--from` and `--to` (or `--start` and `--end`) name, each given once. */
1507
+ function historyWindowOption(args: string[], rangeOption: string | undefined, ctx: Parameters<CliCommandDef["execute"]>[1]): PriceWindow | null {
1508
+ const bound = (flag: string, alias: string) => {
1509
+ const value = takeOption(args, flag);
1510
+ const aliased = takeOption(args, alias);
1511
+ if (value != null && aliased != null) ctx.fail(`${alias} is ${flag}; give one of them.`, `Usage: gloom ${HISTORY_USAGE}`);
1512
+ return { value: value ?? aliased, flag: aliased != null ? alias : flag };
1513
+ };
1514
+ const typedFrom = bound("--from", "--start");
1515
+ const typedTo = bound("--to", "--end");
1516
+ // Every message names the options as typed: an --end alone asks for a --start, not a --from.
1517
+ const from = { ...typedFrom, flag: typedFrom.value == null && typedTo.flag === "--end" ? "--start" : typedFrom.flag };
1518
+ const to = { ...typedTo, flag: typedTo.value == null && from.flag === "--start" ? "--end" : typedTo.flag };
1519
+ let window: PriceWindow | null;
1520
+ try {
1521
+ window = readPriceWindow(from.value, to.value, new Date(), undefined, { from: from.flag, to: to.flag });
1522
+ } catch (error) {
1523
+ return ctx.fail(errorMessage(error) ?? `Invalid ${from.flag} or ${to.flag}.`, `Usage: gloom ${HISTORY_USAGE}`);
1524
+ }
1525
+ if (window && rangeOption != null) ctx.fail(`${from.flag} replaces --range; give one of them.`, `Usage: gloom ${HISTORY_USAGE}`);
1526
+ return window;
1527
+ }
1528
+
1529
+ /** How many symbols of a list load at once: enough that a few hundred take a minute or two, not one call after another. */
1530
+ const HISTORY_LIST_CONCURRENCY = 8;
1531
+
1532
+ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
1533
+ const args = [...rawArgs];
1534
+ const rangeOption = takeOption(args, "--range");
1535
+ // --from 2007 --to 2009: those years' bars, daily up to five years, in place of a range ending now.
1536
+ const window = historyWindowOption(args, rangeOption, ctx);
1537
+ const ask: HistoryAsk = { range: parseRange(rangeOption, ctx), window };
1055
1538
  const requestedExchange = takeOption(args, "--exchange");
1539
+ // A list from a file or standard input (`-`), or several symbols typed (AAPL MSFT, AAPL,MSFT), is one long table.
1540
+ // One argument with spaces stays one, as before: it may be a company's name.
1541
+ const file = args.some((arg) => arg === "--file" || arg.startsWith("--file=")) ? takeOption(args, "--file") ?? "" : undefined;
1542
+ if (file != null || args.includes("-") || uniqueEntries(args).length > 1 || args.some((arg) => /[,;]/.test(arg))) {
1543
+ return runHistoryList(args, file, requestedExchange, ask, ctx);
1544
+ }
1056
1545
  const raw = requireOneArg(args, HISTORY_USAGE, "symbol", ctx);
1057
1546
  await withMarketData(ctx, async (market) => {
1058
1547
  const listing = await requireCliListing(raw, requestedExchange, market, ctx);
1059
- const venues = loadBareVenues(listing, market);
1060
- const { symbol, exchange } = listing.request;
1061
- const context = { cacheMode: ctx.cliOptions.refresh ? "refresh" as const : "default" as const };
1062
- const load = () => market.dataProvider.getPriceHistoryWithMetadata
1063
- ? market.dataProvider.getPriceHistoryWithMetadata(symbol, exchange, loadRange, context)
1064
- : market.dataProvider.getPriceHistory(symbol, exchange, loadRange, context).then((points): PriceHistoryResult => ({ points, resolution: null }));
1065
- const quoted = loadListingQuote(market.dataProvider, listing);
1066
- const fate = listingFateLoader(listing, market, quoted);
1067
- const [loaded, quote] = await Promise.all([
1068
- loadForListing(listing, market, ctx, load, (loaded) => loaded.points.length === 0, {
1069
- command: range === "1Y" ? "history" : `history --range ${range}`, noun: "history", fate,
1070
- })
1071
- .catch((error) => failHistory(error, listing.key, ctx)),
1072
- quoted,
1073
- ]);
1074
- const { resolution } = loaded;
1075
- // While the session trades the day's bar is the quote's, whatever range the history was cut for (withSessionBar).
1076
- const points = withSessionBar(loaded.points, quote, { now: Date.now(), venue: quote?.listingExchangeName || exchange || undefined });
1077
- const fromQuote = points !== loaded.points;
1078
- const identity = listingIdentity(listing, quote);
1079
- // Without a quote currency, the listing metadata research reads (as `ticker` does) may still state it.
1080
- const listed = quote?.currency ? quote : await market.dataProvider.getQuoteMetadata?.(symbol, exchange).catch(logFailure("cli.commands-market", "Read quote metadata for history failed", null));
1081
- const unit = historyUnit(listing.key, listed ?? quote);
1082
- const traded = {
1083
- listing: listing.key, exchange: quote?.listingExchangeName || exchange || undefined, instrumentType: quote?.instrumentType,
1084
- };
1085
- // A coin's volume is traded value in its quote currency: said in every row and on the status line.
1086
- const volume = historyVolume(unit, traded);
1087
- const rows = historyRows(points, resolution, unit.currency, unit.unit, volume);
1088
- const served = range === "YTD" ? rows.slice(Math.max(0, yearToDateStartIndex(rows.map((row) => row.date), rows[0]?.interval))) : rows;
1089
- // Bars stop arriving on the listing's own trading days, not New York's.
1090
- const venue = quote?.listingExchangeName || exchange || undefined;
1091
- // October's monthly bar on 16 Oct runs through the 15th: marked partial, and the status line says how far.
1092
- const forming = formingPeriodBar(served, venue);
1093
- // A complete one is dated by the day its last session closed, the day its close is from.
1094
- const closedDay = forming ? null : closedPeriodBarDay(served, venue);
1095
- const data = forming?.rows ?? served;
1096
- const interval = data[0]?.interval ?? null;
1097
- const decimals = historyPriceDecimals(data, listing.saved?.metadata.assetCategory);
1098
- const price = (value: unknown) => typeof value === "number" ? value.toFixed(decimals) : "";
1099
- // Intraday bars print in UTC, as the charts and time and sales label them, not the host zone.
1100
- const intraday = data.some((row) => row.date.length > 10);
1101
- // A bar history: dated by its last bar, stale once bars of its size stop arriving.
1102
- // The day's own bar, while its session trades, is not a close: dated by the quote it was read from.
1103
- const dayToDate = fromQuote && interval === "1d" && data.at(-1)?.partial === true;
1104
- const freshness = rowsFreshness(data, {
1105
- ...barHistoryFreshness(intraday ? null : barResolutionFromDates(data.map((row) => row.date))),
1106
- observedKey: "date",
1107
- oldest: null,
1108
- cadenceExchange: venue,
1109
- ...(forming ? { periodToDate: forming.periodToDate } : closedDay ? { asOf: closedDay } : {}),
1110
- ...(dayToDate ? { basis: "daily bars", ...(quote && Number.isFinite(quote.lastUpdated) ? { asOf: new Date(quote.lastUpdated).toISOString() } : {}) } : {}),
1111
- ...(volume || dayToDate ? { note: [volume ? historyVolumeText(volume, interval) : null, dayToDate ? `the newest bar is ${DAY_SO_FAR_TEXT}` : null].filter(Boolean).join("; ") } : {}),
1112
- });
1113
- const gaps = historyGapNote(data, traded);
1114
- const notes = [
1115
- // FB's bars are the fund listed there now; META's from 2021 are from when it was FB.
1116
- ...listingFateNotes(await fate(), { served: data.length > 0, firstDate: data[0]?.date }),
1117
- ...await listingChoiceNotes(listing, market, quote, venues),
1118
- ...range === "YTD" ? ytdHistoryNotes(data) : [...historyNotes(range, interval, data[0]?.date), historyCoverageWarning(range, loaded) ?? []],
1119
- // The status line says how far a bar still forming runs; the note is for the bars it does not name.
1120
- gaps ?? [], historyJumpNote(data) ?? [], historyFlagNote(data) ?? [], historyMissingVolumeNote(data) ?? [],
1121
- historyBarStatusNote(forming ? served : data) ?? [],
1122
- ].flat();
1123
- const priceColumns: CliResultColumn[] = [
1124
- intraday
1125
- ? { key: "date", header: "Time", format: (value) => typeof value === "string" ? formatUtcTime(value) : "" }
1126
- : { key: "date", header: "Date" },
1127
- { key: "open", header: "Open", align: "right", format: price },
1128
- { key: "high", header: "High", align: "right", format: price },
1129
- { key: "low", header: "Low", align: "right", format: price },
1130
- { key: "close", header: "Close", align: "right", format: price },
1131
- { key: "volume", header: "Volume", align: "right", format: formatCountCell },
1132
- ];
1133
- // A bar without volume in a history that reports it prints as missing, never as 0 or blank beside the others.
1548
+ const history = await loadListingHistory(listing, market, ctx, ask, { lookups: true });
1549
+ const { identity, unit, data, interval, intraday, volume, freshness, notes } = history;
1550
+ const price = historyPrice(history.decimals);
1551
+ // A bar without volume in a history that reports it prints as missing.
1134
1552
  const missingVolume = historyReportsVolume(data) ? MISSING_VOLUME_TEXT : "";
1135
- const textPriceColumns = priceColumns.map((column) => column.key !== "volume" ? column
1136
- : { ...column, format: (value: unknown) => formatCountCell(value) || missingVolume });
1137
- // Text shows a flag only on a bar that has one; the column is dropped when none does.
1138
- const flagColumn: CliResultColumn = {
1139
- key: "flag", header: "Flag", format: (value) => typeof value === "string" ? cliStyles.warning(value) : "",
1140
- };
1141
- // Text also marks a bar still forming, rebuilt from hourly bars or closing before its settlement; exports keep them as fields.
1142
- const flagTextColumn: CliResultColumn = {
1143
- ...flagColumn,
1144
- format: (value, row) => [
1145
- typeof value === "string" ? cliStyles.warning(value) : "",
1146
- row.partial ? cliStyles.muted("partial") : "",
1147
- row.filled ? cliStyles.muted("filled") : "",
1148
- row.unsettled ? cliStyles.muted("unsettled") : "",
1149
- ].filter(Boolean).join(" "),
1150
- };
1151
- const marked = data.some((row) => row.partial || row.filled);
1152
- const unsettled = data.some((row) => row.unsettled);
1553
+ const textColumns = historyTextColumns(intraday, price).map((column) => column.key !== "volume" ? column
1554
+ : { ...column, format: historyVolumeCell(() => missingVolume) });
1555
+ // The largest fall from a close to a later one in the bars shown, said under the heading.
1556
+ const drawdown = maxDrawdown(data);
1153
1557
  ctx.printResult({
1154
1558
  data,
1155
1559
  metadata: {
1156
1560
  ...listingMetadata(identity),
1157
- range,
1158
- resolution,
1159
- requestedRange: range,
1561
+ range: window ? null : ask.range,
1562
+ resolution: history.resolution,
1563
+ requestedRange: window ? null : ask.range,
1564
+ ...(window ? { requestedWindow: window } : {}),
1160
1565
  currency: unit.currency,
1161
1566
  unit: unit.unit,
1162
1567
  interval,
@@ -1165,25 +1570,141 @@ async function runHistory(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1165
1570
  // The first bar after the last gap or jump; the first bar when there is none.
1166
1571
  unbrokenFrom: historyUnbrokenFrom(data) ?? data[0]?.date ?? null,
1167
1572
  bars: data.length,
1573
+ maxDrawdown: drawdown,
1168
1574
  asOf: freshness?.asOf ?? null,
1169
1575
  ...(volume ? { volumeUnit: volume.unit, volumePeriod: interval === "1d" ? "UTC day" : interval } : {}),
1170
1576
  },
1171
1577
  ...(notes.length > 0 ? { warnings: notes } : {}),
1172
1578
  freshness,
1173
1579
  }, {
1174
- heading: `${listingHeading(identity)}\n${cliStyles.muted(historyFacts(unit, data).join(" · "))}`,
1580
+ heading: [listingHeading(identity), cliStyles.muted(historyFacts(unit, data).join(" · ")),
1581
+ ...drawdown && interval ? [cliStyles.muted(maxDrawdownText(drawdown, { basis: `${BAR_INTERVAL_LABELS[interval]} closes`, price,
1582
+ date: (text) => intraday ? formatUtcTime(text) : text.slice(0, 10) }))] : []].join("\n"),
1175
1583
  dateKey: "date",
1176
- textColumns: [...textPriceColumns, flagTextColumn],
1177
- columns: [
1178
- ...priceColumns,
1179
- flagColumn,
1180
- ...marked ? [{ key: "partial", header: "Partial" }, { key: "filled", header: "Filled" }] : [],
1181
- ...unsettled ? [{ key: "unsettled", header: "Unsettled" }] : [],
1182
- ...volume ? [{ key: "volumeUnit", header: "Volume unit" }, { key: "volumeNote", header: "Volume note" }] : [],
1183
- ],
1584
+ textColumns: [...textColumns, HISTORY_FLAG_TEXT_COLUMN],
1585
+ // One header whatever the market is doing, for one symbol as for a list (HISTORY_EXPORT_COLUMNS).
1586
+ columns: HISTORY_EXPORT_COLUMNS,
1587
+ exportStatus: historyExportStatus,
1184
1588
  // Every exported row says what it is a bar of, the currency a price is in and its bar size, so it survives head and concatenation.
1185
- exportIdentity: { symbolOrSeries: listing.key, currencyOrUnit: unit.currency ?? unit.unit, interval },
1589
+ exportIdentity: { symbolOrSeries: history.listing.key, currencyOrUnit: unit.currency ?? unit.unit, interval },
1590
+ });
1591
+ });
1592
+ }
1593
+
1594
+ /** A symbol of a list: its bars, or why it has none. */
1595
+ type ListedHistory = { symbol: string; history: ListingHistory } | { symbol: string; error: string };
1596
+
1597
+ /**
1598
+ * `history --file holdings.txt` (or several symbols, or `-` for standard
1599
+ * input): every symbol's bars in one long table, `HISTORY_LIST_CONCURRENCY`
1600
+ * symbols loading at once. A symbol that serves nothing is one row with its
1601
+ * reason in `status`, and a warning; the command fails only when none served.
1602
+ */
1603
+ async function runHistoryList(
1604
+ args: string[],
1605
+ file: string | undefined,
1606
+ exchange: string | undefined,
1607
+ ask: HistoryAsk,
1608
+ ctx: Parameters<CliCommandDef["execute"]>[1],
1609
+ ) {
1610
+ const usage = `Usage: gloom ${HISTORY_USAGE}`;
1611
+ await withMarketData(ctx, async (market) => {
1612
+ const list = await readListedSymbols(args, file, market, ctx, usage);
1613
+ const refused = list.symbols.flatMap((symbol) => notASymbolError(symbol) ?? []);
1614
+ const symbols = list.symbols.filter((symbol) => !notASymbolError(symbol));
1615
+ if (symbols.length === 0) ctx.fail(refused.length === 1 ? refused[0]!.message : `No history to read: ${refusedList(refused)} are not symbols.`, usage);
1616
+ // A long list is a batch, not a lookup: it skips the per-symbol venue and moved-company lookups, as `quote` does.
1617
+ const lookups = symbols.length <= MAX_CHOICE_LOOKUPS;
1618
+ const listed = await mapWithConcurrency(symbols, HISTORY_LIST_CONCURRENCY, async (symbol): Promise<ListedHistory> => {
1619
+ try {
1620
+ const listing = await resolveCliListing(symbol, exchange, market, { ownExchangeWins: true });
1621
+ return { symbol, history: await loadListingHistory(listing, market, ctx, ask, { lookups }) };
1622
+ } catch (error) {
1623
+ const message = errorMessage(error) ?? `No history for ${symbol}`;
1624
+ return { symbol, error: isCliFailure(error) ? oneLineFailure(message, error.details) : message };
1625
+ }
1626
+ });
1627
+ const served = listed.flatMap((entry) => "history" in entry && entry.history.data.length > 0 ? [entry.history] : []);
1628
+ // A symbol with no bars, whether its request failed or came back empty, is one row with the reason.
1629
+ const rows: HistoryListRow[] = listed.flatMap((entry) => "history" in entry
1630
+ ? entry.history.data.length > 0
1631
+ ? entry.history.data.map((row) => ({ symbol: entry.history.listing.key, ...row }))
1632
+ : [historyFailureRow(entry.history.listing.key, emptyHistoryNote(entry.history.listing.key, ask))]
1633
+ : [historyFailureRow(entry.symbol, entry.error)]);
1634
+ const bySymbol = new Map(served.map((history) => [history.listing.key, history] as const));
1635
+ const notes = [
1636
+ ...list.notes,
1637
+ ...refused.length > 0 ? [`Not ${refused.length === 1 ? "a symbol" : "symbols"}, no history read: ${refusedList(refused)}.`] : [],
1638
+ ...symbolListNotes(listed.map((entry) => ({
1639
+ symbol: "history" in entry ? entry.history.listing.key : entry.symbol,
1640
+ notes: "history" in entry ? entry.history.notes : [entry.error],
1641
+ }))),
1642
+ ];
1643
+ // The closing lines date the list by its newest bar; each row's as_of is its own symbol's.
1644
+ const lastBars = served.flatMap((history) => history.data.at(-1) ?? []);
1645
+ const pastWindow = ask.window && isPastPriceWindow(ask.window);
1646
+ const listFreshness = served.length === 0 ? undefined : rowsFreshness(lastBars, pastWindow && ask.window ? {
1647
+ status: "not-a-feed", basis: `price bars, ${priceWindowText(ask.window)}`, observedKey: "date", oldest: null,
1648
+ } : {
1649
+ ...barHistoryFreshness(served.some((history) => history.intraday) ? null : served[0]!.interval ?? "1d"),
1650
+ observedKey: "date",
1651
+ oldest: null,
1652
+ });
1653
+ // A saved copy is marked on the bars a symbol loaded, not on the rows drawn from them (loadListingHistory
1654
+ // reads it there): the list ends "couldn't refresh; saved copy from <time>" for the oldest copy among its symbols.
1655
+ const savedAt = served.flatMap((history) => history.freshness?.savedAt ?? []).sort()[0];
1656
+ const freshness = listFreshness && savedAt && !listFreshness.savedAt ? { ...listFreshness, savedAt } : listFreshness;
1657
+ const decimals = (row: Record<string, unknown>) => bySymbol.get(String(row.symbol))?.decimals ?? 2;
1658
+ const intraday = served.some((history) => history.intraday);
1659
+ const textColumns = historyTextColumns(intraday, (value, row) => historyPrice(decimals(row))(value)).map((column) => column.key !== "volume" ? column
1660
+ : { ...column, format: historyVolumeCell((row) => {
1661
+ const history = bySymbol.get(String(row.symbol));
1662
+ return history && row.date && historyReportsVolume(history.data) ? MISSING_VOLUME_TEXT : "";
1663
+ }) });
1664
+ ctx.printResult({
1665
+ data: rows,
1666
+ metadata: {
1667
+ range: ask.window ? null : ask.range,
1668
+ requestedRange: ask.window ? null : ask.range,
1669
+ ...(ask.window ? { requestedWindow: ask.window } : {}),
1670
+ // Each symbol as a single `history` describes it, or the reason it has no bars.
1671
+ symbols: listed.map((entry) => "history" in entry ? {
1672
+ ...listingMetadata(entry.history.identity),
1673
+ currency: entry.history.unit.currency,
1674
+ unit: entry.history.unit.unit,
1675
+ interval: entry.history.interval,
1676
+ firstDate: entry.history.data[0]?.date ?? null,
1677
+ lastDate: entry.history.data.at(-1)?.date ?? null,
1678
+ bars: entry.history.data.length,
1679
+ asOf: entry.history.freshness?.asOf ?? null,
1680
+ } : { symbol: entry.symbol, error: entry.error }),
1681
+ },
1682
+ ...(notes.length > 0 ? { warnings: notes } : {}),
1683
+ ...(served.length === 0 ? { failure: { code: "cli_error", message: `No history for ${symbols.join(", ")}.` } } : {}),
1684
+ freshness,
1685
+ // With no bars to date, an export still ends its rows with what each is of, under the same header.
1686
+ ...(freshness ? {} : { exportFreshness: rowsFreshness([], { status: "not-a-feed", basis: "price bars" }) }),
1687
+ }, {
1688
+ seriesKey: "symbol",
1689
+ dateKey: "date",
1690
+ textColumns: [{ key: "symbol", header: "Symbol", shrink: false }, ...textColumns,
1691
+ { key: "currency", header: "Cur", shrink: false, format: currencyCell }, HISTORY_FLAG_TEXT_COLUMN],
1692
+ columns: HISTORY_EXPORT_COLUMNS,
1693
+ exportStatus: historyExportStatus,
1694
+ // Every row names its symbol, the currency its prices are in, its bar size and the as-of of its own symbol's bars.
1695
+ exportIdentity: (row) => {
1696
+ const history = bySymbol.get(String(row.symbol));
1697
+ return {
1698
+ symbolOrSeries: String(row.symbol),
1699
+ currencyOrUnit: history ? history.unit.currency ?? history.unit.unit : null,
1700
+ interval: history?.interval ?? null,
1701
+ // A symbol with no bars has no as-of of its own.
1702
+ asOf: history ? history.freshness?.asOf ?? undefined : null,
1703
+ };
1704
+ },
1186
1705
  });
1706
+ // The table and the warnings name each symbol with no bars; with none served, the exit status says so too.
1707
+ if (served.length === 0) process.exitCode = CLI_EXIT_CODES.error;
1187
1708
  });
1188
1709
  }
1189
1710
 
@@ -1234,9 +1755,12 @@ async function runFinancials(rawArgs: string[], ctx: Parameters<CliCommandDef["e
1234
1755
  await withMarketData(ctx, async (market) => {
1235
1756
  const listing = await requireCliListing(raw, exchangeOption, market, ctx);
1236
1757
  const venues = loadBareVenues(listing, market);
1237
- const financials = await loadForListing(listing, market, ctx, () => market.dataProvider.getTickerFinancials(
1758
+ const loaded = await loadForListing(listing, market, ctx, () => market.dataProvider.getTickerFinancials(
1238
1759
  listing.request.symbol, listing.request.exchange, { cacheMode: ctx.cliOptions.refresh ? "refresh" : "default" },
1239
1760
  ), undefined, { command: commandName, noun: commandName === "valuation" ? "valuation data" : commandName });
1761
+ // A converted TTM block at the rate `fx` reports, as `ticker` shows it; only the US dollar legs are read.
1762
+ const financials = view === "statements" ? loaded
1763
+ : await atReportTtmRate(loaded, createBaseConverter(market.dataProvider, "USD"));
1240
1764
  // A trailing yield is measured from the cash history as DVD measures it, a forward yield dated ahead names the
1241
1765
  // declared distribution it annualizes (not in JSON), and one whose dividend stopped says so; read beside the listing notes.
1242
1766
  const distributions = view === "statements" ? null : loadDividendDistributions(
@@ -1259,7 +1783,8 @@ async function runFinancials(rawArgs: string[], ctx: Parameters<CliCommandDef["e
1259
1783
  const freshness = view === "valuation" ? valuationFreshness(financials) : fundamentalsFreshness(financials);
1260
1784
  // Market cap, the multiples and the yield at the regular session price, as the text gives them; the quote stays as sent.
1261
1785
  const priced = atRegularSessionPrice(financials);
1262
- const capitalization = selectMarketCapitalization(priced.quote, priced.fundamentals);
1786
+ // One market cap per view: the share count times the price where the provider's sits more than 2% from it.
1787
+ const capitalization = viewMarketCapitalization(priced.quote, priced.fundamentals, regularSessionValuationPrice(priced.quote));
1263
1788
  // The filings behind the latest statements, and for a bank its deposits, uninsured share and CRE.
1264
1789
  const [statementFilings, bank] = view === "fundamentals"
1265
1790
  ? await Promise.all([
@@ -1307,8 +1832,13 @@ async function runFinancials(rawArgs: string[], ctx: Parameters<CliCommandDef["e
1307
1832
  const freshness = rowsFreshness(rows, {
1308
1833
  ...REPORTED_DATA, basis: "financial statements", observedKey: "date", oldest: null,
1309
1834
  });
1310
- // The rows are the annual years served; older ones are not, and the closing lines say so.
1311
- const historyNotes = statementHistoryNotes("annual", rows.map((row) => row.date), listing.key);
1835
+ // The rows are the annual years served; older ones are not, and the closing lines say so, after how old
1836
+ // the latest year is when it ended over 15 months ago.
1837
+ const stale = stalePeriodNote(rows.map((row) => ({ date: row.date, lead: row.revenue != null })));
1838
+ // Years filled from the listing's exchange, for the revenue and net income columns.
1839
+ const filled = filledPeriodsNote(financials.annualStatements.filter((statement) => rows.some((row) => row.date === statement.date)),
1840
+ new Set(["totalRevenue", "netIncome"]));
1841
+ const historyNotes = [...stale ? [stale] : [], ...filled ? [filled] : [], ...statementHistoryNotes("annual", rows.map((row) => row.date), listing.key)];
1312
1842
  // NDJSON keeps the raw statement rows it always wrote; CSV gets the table and its closing lines.
1313
1843
  const tables = tabular
1314
1844
  ? selectTables({
@@ -1348,9 +1878,9 @@ const NEWS_COLUMNS = [
1348
1878
  header: "Published",
1349
1879
  format: (value: unknown) => typeof value === "string" ? formatUtcTime(value) : "",
1350
1880
  },
1351
- { key: "source", header: "Source", maxWidth: 20 },
1881
+ { key: "source", header: "Source" },
1352
1882
  { key: "title", header: "Title" },
1353
- { key: "tickers", header: "Tickers", maxWidth: 16 },
1883
+ { key: "tickers", header: "Tickers" },
1354
1884
  { key: "url", header: "URL", optional: true },
1355
1885
  ];
1356
1886
 
@@ -1365,7 +1895,14 @@ const NEWS_COLUMNS = [
1365
1895
  async function printNewsSearch(
1366
1896
  text: string,
1367
1897
  articles: NewsArticle[],
1368
- { reason, empty, commodity = true, failure }: { reason?: string; empty?: string; commodity?: boolean; failure?: string },
1898
+ { reason, empty, commodity = true, failure, ticker = null }: {
1899
+ reason?: string;
1900
+ empty?: string;
1901
+ commodity?: boolean;
1902
+ failure?: string;
1903
+ /** The listing a coin pair's search stands in for. */
1904
+ ticker?: string | null;
1905
+ },
1369
1906
  ctx: Parameters<CliCommandDef["execute"]>[1],
1370
1907
  ) {
1371
1908
  const searched = failure === undefined;
@@ -1374,7 +1911,7 @@ async function printNewsSearch(
1374
1911
  ctx.printResult({
1375
1912
  data: articles,
1376
1913
  ...(searched ? {} : { warnings: [`Searching stories for "${text}" failed: ${failure}`] }),
1377
- metadata: { ticker: null, search: text, feed: null, ...(route ? { futuresNews: route.command } : {}) },
1914
+ metadata: { ticker, search: text, feed: null, ...(route ? { futuresNews: route.command } : {}) },
1378
1915
  freshness: rowsFreshness(newsRows(articles), cloudNewsFreshness(await cloudRealtimeAccess())),
1379
1916
  }, {
1380
1917
  heading: newsSearchHeading(text, reason),
@@ -1384,6 +1921,50 @@ async function printNewsSearch(
1384
1921
  });
1385
1922
  }
1386
1923
 
1924
+ /** The ticker a metal's name is in capitals, when one answers to exactly that: GOLD, Gold.com Inc., for "gold". */
1925
+ async function tickerOfWord(word: string, market: MarketContext): Promise<{ symbol: string; name: string | null } | null> {
1926
+ const symbol = word.toUpperCase();
1927
+ const listing = await resolveCliListing(symbol, null, market).catch(() => {
1928
+ // Intentional ignore: a word no listing answers to offers no ticker under the metal's news.
1929
+ return null;
1930
+ });
1931
+ if (!listing || listing.symbol.toUpperCase() !== symbol) return null;
1932
+ const quote = await loadListingQuote(market.dataProvider, listing);
1933
+ const identity = listingIdentity(listing, quote);
1934
+ return quote !== null || identity.name != null ? { symbol: listing.symbol, name: identity.name ?? null } : null;
1935
+ }
1936
+
1937
+ /**
1938
+ * A metal's market news: the stories tagged METALS that mention
1939
+ * it, for its future, its board code or its name. Under them, the ticker its
1940
+ * name is in capitals, whose company news `news GOLD` keeps.
1941
+ */
1942
+ async function printMetalNews(route: MetalNewsRoute, limit: number, ctx: Parameters<CliCommandDef["execute"]>[1], market?: MarketContext) {
1943
+ const search = searchNewsStories(route.metal, limit, [METALS_NEWS_TOPIC]).then((found) => ({ found, failure: undefined }), (error: unknown) => {
1944
+ logFailure("cli.commands-market", "Search metals news failed")(error);
1945
+ return { found: [] as NewsArticle[], failure: errorMessage(error) ?? "no answer" };
1946
+ });
1947
+ const word = route.word;
1948
+ const ticker = word
1949
+ ? await (market ? tickerOfWord(word, market) : withMarketData(ctx, (context) => tickerOfWord(word, context)))
1950
+ .catch(logFailure("cli.commands-market", "Read the ticker a metal's name is failed", null))
1951
+ : null;
1952
+ const { found, failure } = await search;
1953
+ const companyNews = ticker ? `gloom news ${ticker.symbol}` : null;
1954
+ ctx.printResult({
1955
+ data: found,
1956
+ ...(failure === undefined ? {} : { warnings: [`Searching metals stories for "${route.metal}" failed: ${failure}`] }),
1957
+ metadata: { ticker: null, search: route.metal, topics: [METALS_NEWS_TOPIC], feed: null, ...(companyNews ? { companyNews } : {}) },
1958
+ freshness: rowsFreshness(newsRows(found), cloudNewsFreshness(await cloudRealtimeAccess())),
1959
+ }, {
1960
+ heading: metalNewsHeading(route),
1961
+ rows: newsRows,
1962
+ columns: NEWS_COLUMNS,
1963
+ empty: failure === undefined ? noMetalStoriesMessage(route) : "No stories to show.",
1964
+ ...(ticker ? { footnote: `${word} ${cliArrow("→")} ${route.metal}'s market news. For ${ticker.name ?? ticker.symbol} (ticker ${ticker.symbol}), try: ${companyNews}` } : {}),
1965
+ });
1966
+ }
1967
+
1387
1968
  async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
1388
1969
  const args = [...rawArgs];
1389
1970
  const feed = parseNewsFeed(takeOption(args, "--feed"));
@@ -1392,27 +1973,42 @@ async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
1392
1973
  const limit = ctx.cliOptions.tail ?? ctx.cliOptions.limit ?? 20;
1393
1974
  const text = newsSearchText(args);
1394
1975
  if (text != null) {
1395
- if (exchangeOption || feed) ctx.fail(`${exchangeOption ? "--exchange" : "--feed"} goes with a symbol, not with text to search stories for.`, "Usage: gloomberb news <query>");
1976
+ if (exchangeOption || feed) ctx.fail(`${exchangeOption ? "--exchange" : "--feed"} goes with a symbol, not with text to search stories for.`, "Usage: gloom news <query>");
1396
1977
  const problem = newsSearchTextProblem(text);
1397
1978
  if (problem) ctx.fail(problem);
1398
1979
  await printNewsSearch(text, await searchNewsStories(text, limit), {}, ctx);
1399
1980
  return;
1400
1981
  }
1401
- if (exchangeOption && !args[0]) ctx.fail("--exchange needs a symbol: gloomberb news <symbol> --exchange <code>");
1982
+ // A metal's future or name is its market's news, not a company's: GOLD in capitals stays Gold.com's.
1983
+ const metal = args.length === 1 && !exchangeOption && !feed ? metalNewsRoute(args[0]!) : null;
1984
+ if (metal) {
1985
+ await printMetalNews(metal, limit, ctx);
1986
+ return;
1987
+ }
1988
+ if (exchangeOption && !args[0]) ctx.fail("--exchange needs a symbol: gloom news <symbol> --exchange <code>");
1402
1989
  await withMarketData(ctx, async (market) => {
1403
1990
  const listing = args[0] ? await requireCliListing(args[0], exchangeOption, market, ctx) : null;
1404
- const loadNews = () => market.dataProvider.getNews({
1991
+ const quoteLoad = listing ? loadListingQuote(market.dataProvider, listing) : Promise.resolve(null);
1992
+ // A coin pair's feed searches for the coin when no story is filed under the pair, by the name its quote gives.
1993
+ const coin = !!listing && !feed && isRoundTheClockCoin(listing.request.symbol, listing.request.exchange);
1994
+ const loadNews = async () => market.dataProvider.getNews({
1405
1995
  feed: feed ?? (listing ? "ticker" : "latest"),
1406
1996
  // Still set for news plugins that read the deprecated scope.
1407
1997
  scope: listing ? "ticker" : "global",
1408
1998
  ticker: listing?.request.symbol,
1409
1999
  exchange: listing?.request.exchange || undefined,
1410
2000
  limit,
2001
+ ...(coin ? { listingName: (await quoteLoad)?.name || listing!.saved?.metadata.name || undefined } : {}),
1411
2002
  });
1412
2003
  const [articles, quote] = await Promise.all([
1413
2004
  listing ? loadForListing(listing, market, ctx, loadNews, (found) => found.length === 0) : loadNews(),
1414
- listing ? loadListingQuote(market.dataProvider, listing) : null,
2005
+ quoteLoad,
1415
2006
  ]);
2007
+ const searchedFor = listing ? articles[0]?.searchedFor : undefined;
2008
+ if (listing && searchedFor) {
2009
+ await printNewsSearch(searchedFor, articles, { reason: `no stories filed under ${listing.symbol}`, ticker: listing.key }, ctx);
2010
+ return;
2011
+ }
1416
2012
  const identity = listing ? listingIdentity(listing, quote) : null;
1417
2013
  const resolved = quote !== null || identity?.name != null;
1418
2014
  const unfiled = !!listing && !listing.exchange && !feed && articles.length === 0;
@@ -1430,6 +2026,12 @@ async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
1430
2026
  const emptyMessage = (searched: boolean) => listing && identity
1431
2027
  ? newsEmptyMessage(searched && word ? word : listing.symbol, listingTitle(identity), quote, resolved, searched)
1432
2028
  : undefined;
2029
+ // A metal's board code no listing answers to (GC, SI) is the metal's market news.
2030
+ const metalCode = !resolved && unfiled && !exchangeOption ? metalCodeNewsRoute(args[0]!) : null;
2031
+ if (metalCode) {
2032
+ await printMetalNews(metalCode, limit, ctx, market);
2033
+ return;
2034
+ }
1433
2035
  if (word && reason) {
1434
2036
  // The lookup that found no ticker already answered; a search that fails leaves that answer.
1435
2037
  const search = await searchNewsStories(word, limit).then((found) => ({ found, failure: undefined }), (error: unknown) => {
@@ -1447,7 +2049,7 @@ async function runNews(rawArgs: string[], ctx: Parameters<CliCommandDef["execute
1447
2049
  const typed = args[0]?.trim() ?? "";
1448
2050
  const wordHint = listing && resolved && !listing.exchange && !feed && !exchangeOption && commonWordCandidate(typed, identity?.name)
1449
2051
  && wordMeansMore(await searchNewsStories(typed, 20).catch(logFailure("cli.commands-market", "Search news stories for a ticker word failed", [])), listing.symbol)
1450
- ? `${typed} → ${identity?.name ?? listing.symbol} (ticker ${listing.symbol}). For stories that mention ${typed.toLowerCase()}, try: ${quotedSearchCommand(typed.toLowerCase())}`
2052
+ ? `${typed} ${cliArrow("→")} ${identity?.name ?? listing.symbol} (ticker ${listing.symbol}). For stories that mention ${typed.toLowerCase()}, try: ${quotedSearchCommand(typed.toLowerCase())}`
1451
2053
  : null;
1452
2054
  ctx.printResult({
1453
2055
  data: articles,
@@ -1490,6 +2092,27 @@ async function registrantUsExchange(market: MarketContext, symbol: string, regis
1490
2092
  return (venues.find((venue) => isUsListingExchange(venue.exchange)) ?? venues[0])?.exchange ?? null;
1491
2093
  }
1492
2094
 
2095
+ /** ASX announcements as `filings` lists them for a listing that files nothing with the SEC. */
2096
+ const ANNOUNCEMENT_COLUMNS = [
2097
+ { key: "date", header: "Released", format: (value: unknown) => typeof value === "string" ? `${value.slice(0, 16).replace("T", " ")} UTC` : "" },
2098
+ { key: "headline", header: "Headline", maxWidth: 60 },
2099
+ { key: "type", header: "Type", maxWidth: 36 },
2100
+ { key: "priceSensitive", header: "Price sensitive", format: (value: unknown) => value === true ? "yes" : "" },
2101
+ { key: "url", header: "URL", optional: true },
2102
+ ];
2103
+
2104
+ const ASX_ANNOUNCEMENTS = { source: "ASX company announcements", status: "not-a-feed", basis: "exchange announcements", oldest: null } as const;
2105
+
2106
+ function announcementRows(payload: ExchangeAnnouncementsPayload) {
2107
+ return payload.announcements.map((item) => ({
2108
+ date: item.date,
2109
+ headline: item.headline,
2110
+ type: item.types.join("; "),
2111
+ priceSensitive: item.priceSensitive,
2112
+ url: item.url,
2113
+ }));
2114
+ }
2115
+
1493
2116
  async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
1494
2117
  const args = [...rawArgs];
1495
2118
  // Filings come newest first, so --tail asks for the same first n as --limit.
@@ -1498,12 +2121,16 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1498
2121
  const form = takeOption(args, "--form")?.trim() || null;
1499
2122
  const raw = requireOneArg(args, "filings <symbol> [--count <n>] [--form <form>]", "symbol", ctx);
1500
2123
  await withMarketData(ctx, async (market) => {
1501
- const listing = await requireCliListing(raw, exchangeOption, market, ctx);
2124
+ // NST.AX is NST:ASX, as quote, valuation and the pane functions read it: the SEC is asked by venue.
2125
+ const listing = await requireCliListing(raw, exchangeOption, market, ctx, { venueSuffix: true });
1502
2126
  const venues = loadBareVenues(listing, market);
1503
2127
  const { symbol, exchange } = listing.request;
1504
2128
  // A listing outside the US sends its company to the lookup, which needs its quote first.
1505
2129
  const quotePromise = loadListingQuote(market.dataProvider, listing);
1506
2130
  const identity = nonUsSecListingVenue(symbol, exchange) ? listingIdentity(listing, await quotePromise) : null;
2131
+ // Where a listing abroad publishes its announcements, whatever the SEC holds for it.
2132
+ const page = identity ? exchangeAnnouncementsPage(identity.symbol, identity.exchange) : null;
2133
+ const pageLine = page ? `${page.name}: ${page.url}` : null;
1507
2134
  try {
1508
2135
  const context = identity?.name ? { listingName: identity.name } : undefined;
1509
2136
  const [filings, quote] = await Promise.all([
@@ -1517,9 +2144,17 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1517
2144
  ]);
1518
2145
  const resolved = identity ?? listingIdentity(listing, quote);
1519
2146
  const choice = await listingChoiceNotes(listing, market, quote, venues);
2147
+ // A company on ASX that files nothing with the SEC lists its ASX announcements instead.
2148
+ if (identity && filings.length === 0 && !form && listsExchangeAnnouncements(identity.exchange)) {
2149
+ await printExchangeAnnouncements(ctx, { resolved, count, choice, page: page! });
2150
+ return;
2151
+ }
1520
2152
  ctx.printResult({
1521
2153
  data: filingsWithItemLabels(filings),
1522
- metadata: { ...listingMetadata(resolved), ...(form ? { form } : {}) },
2154
+ metadata: {
2155
+ ...listingMetadata(resolved), ...(form ? { form } : {}),
2156
+ ...(page ? { announcementsPage: page.url } : {}),
2157
+ },
1523
2158
  freshness: rowsFreshness(filingRows(filings), { ...SEC_FILINGS, observedKey: "filingDate" }),
1524
2159
  ...(choice.length > 0 ? { warnings: choice } : {}),
1525
2160
  }, {
@@ -1527,10 +2162,12 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1527
2162
  rows: filingRows,
1528
2163
  columns: FILING_COLUMNS,
1529
2164
  textColumns: FILING_TEXT_COLUMNS,
1530
- // A listing abroad is looked up by its company: none found means the company files nothing with the SEC.
1531
- empty: form ? `No ${form} filings found for ${listingTitle(resolved)}.`
2165
+ // A listing abroad is looked up by its company: none found means the company files nothing with the SEC,
2166
+ // and the page its own exchange publishes its announcements on is where to read them.
2167
+ empty: [form ? `No ${form} filings found for ${listingTitle(resolved)}.`
1532
2168
  : identity ? noSecReportsNotice(resolved)
1533
- : `No SEC filings found for ${listingTitle(resolved)}.`,
2169
+ : `No SEC filings found for ${listingTitle(resolved)}.`, pageLine].filter(Boolean).join("\n"),
2170
+ ...(pageLine ? { footnote: pageLine, exportNotes: [pageLine] } : {}),
1534
2171
  });
1535
2172
  } catch (error) {
1536
2173
  if (!(error instanceof SecRegistrantMismatchError)) throw error;
@@ -1541,13 +2178,59 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1541
2178
  const resolved = identity ?? listingIdentity(listing, await quotePromise);
1542
2179
  ctx.printResult({
1543
2180
  data: [] as SecFilingItem[],
1544
- metadata: { ...listingMetadata(resolved), secRegistrant: error.registrantName },
2181
+ metadata: { ...listingMetadata(resolved), secRegistrant: error.registrantName, ...(page ? { announcementsPage: page.url } : {}) },
1545
2182
  warnings: ctx.cliOptions.format === "text" ? undefined : [message],
1546
- }, { rows: filingRows, columns: FILING_COLUMNS, textColumns: FILING_TEXT_COLUMNS, empty: message });
2183
+ }, { rows: filingRows, columns: FILING_COLUMNS, textColumns: FILING_TEXT_COLUMNS, empty: [message, pageLine].filter(Boolean).join("\n") });
1547
2184
  }
1548
2185
  });
1549
2186
  }
1550
2187
 
2188
+ /**
2189
+ * `filings` for a company on ASX that files nothing with the SEC: its latest
2190
+ * ASX announcements from Gloom Cloud, newest first, under the line saying it
2191
+ * files no SEC reports, with its ASX announcements page. A failed read still
2192
+ * ends on that page, with the reason.
2193
+ */
2194
+ async function printExchangeAnnouncements(
2195
+ ctx: Parameters<CliCommandDef["execute"]>[1],
2196
+ input: { resolved: ListingIdentity; count: number; choice: string[]; page: ExchangeAnnouncementsPage },
2197
+ ): Promise<void> {
2198
+ const { resolved, count, choice, page } = input;
2199
+ const notice = noSecReportsNotice(resolved);
2200
+ const pageLine = `${page.name}: ${page.url}`;
2201
+ let payload: ExchangeAnnouncementsPayload | null = null;
2202
+ let failure: string | null = null;
2203
+ try {
2204
+ payload = await apiClient.getCloudExchangeAnnouncements({ symbol: resolved.symbol, exchange: resolved.exchange, limit: Math.min(count, 50) });
2205
+ } catch (error) {
2206
+ failure = `ASX announcements unavailable: ${error instanceof Error ? error.message : String(error)}`;
2207
+ }
2208
+ const rows = payload ? announcementRows(payload) : [];
2209
+ const warnings = [
2210
+ ...choice,
2211
+ ...payload?.stale ? ["ASX could not be reached; these are the announcements Gloom Cloud read last."] : [],
2212
+ ...failure ? [failure] : [],
2213
+ ];
2214
+ ctx.printResult({
2215
+ data: rows,
2216
+ metadata: {
2217
+ ...listingMetadata(resolved), secFilings: 0, announcementsPage: payload?.page ?? page.url,
2218
+ ...(payload ? { announcementsTotal: payload.total, announcementsRetrievedAt: payload.retrievedAt } : {}),
2219
+ },
2220
+ freshness: rowsFreshness(rows, { ...ASX_ANNOUNCEMENTS, observedKey: "date" }),
2221
+ ...(warnings.length > 0 ? { warnings } : {}),
2222
+ }, {
2223
+ heading: listingHeading(resolved),
2224
+ ...(rows.length > 0 ? { summary: () => `${notice} Its latest ASX announcements:` } : {}),
2225
+ rows: () => rows,
2226
+ columns: ANNOUNCEMENT_COLUMNS,
2227
+ empty: `${failure ? notice : `${notice} ASX lists no announcements for it.`}\n${pageLine}`,
2228
+ footnote: pageLine,
2229
+ exportNotes: [notice, pageLine],
2230
+ exportIdentity: { symbolOrSeries: `${resolved.symbol}:${resolved.exchange}` },
2231
+ });
2232
+ }
2233
+
1551
2234
  type Form4Insiders = "available" | "none" | "foreign-private-issuer" | "no-sec-reports";
1552
2235
 
1553
2236
  /** The company's own Form 4 filings as `fn INS` reads them: whether it has any, and its summary of them. */
@@ -1620,7 +2303,7 @@ function insiderSummary(
1620
2303
  const transactions = form4?.status === "available"
1621
2304
  ? [
1622
2305
  ...form4.summary ? [form4.summary] : [],
1623
- `${form4.lines} Form 4 ${form4.lines === 1 ? "line" : "lines"} in the latest ${form4.filings} ${form4.filings === 1 ? "filing" : "filings"}${form4.newestFiled ? `, newest filed ${form4.newestFiled}` : ""}: gloomberb fn INS ${listing.key}`,
2306
+ `${form4.lines} Form 4 ${form4.lines === 1 ? "line" : "lines"} in the latest ${form4.filings} ${form4.filings === 1 ? "filing" : "filings"}${form4.newestFiled ? `, newest filed ${form4.newestFiled}` : ""}: gloom fn INS ${listing.key}`,
1624
2307
  ].join("\n")
1625
2308
  : form4?.status === "no-sec-reports" ? [noSecReportsNotice(identity), form4.home].filter(Boolean).join(" ")
1626
2309
  : form4 ? insiderEmptyNotice(form4.status === "foreign-private-issuer", form4.home) : "";
@@ -1651,7 +2334,8 @@ async function printBeneficialOwners(
1651
2334
  const sharesOutstanding = classSharesToday(financials);
1652
2335
  const rows = buildBeneficialReportRows(payload, { history, holders, sharesOutstanding });
1653
2336
  const notices = beneficialCoverageNotices(payload.coverage);
1654
- const legend = beneficialReportLegend(rows, sharesOutstanding);
2337
+ const sharesOutstandingAsOf = classSharesAsOf(financials);
2338
+ const legend = beneficialReportLegend(rows, sharesOutstanding, sharesOutstandingAsOf);
1655
2339
  ctx.printResult({
1656
2340
  data: rows,
1657
2341
  ...(notices.length ? { warnings: notices } : {}),
@@ -1665,6 +2349,7 @@ async function printBeneficialOwners(
1665
2349
  coverage: payload.coverage,
1666
2350
  complete: beneficialListComplete(payload),
1667
2351
  sharesOutstanding,
2352
+ ...(sharesOutstandingAsOf ? { sharesOutstandingAsOf } : {}),
1668
2353
  },
1669
2354
  }, {
1670
2355
  heading: `${listingHeading(identity)}${cliStyles.muted(beneficialListFacts(payload, form, rows.length, history).map((fact) => ` · ${fact}`).join(""))}`,
@@ -1687,6 +2372,9 @@ async function printBeneficialOwners(
1687
2372
  });
1688
2373
  }
1689
2374
 
2375
+ /** Holder rows `holders` and `13f` print without `--limit`, as fn HDS does. */
2376
+ const HOLDERS_DEFAULT_ROWS = 25;
2377
+
1690
2378
  async function runHolders(
1691
2379
  rawArgs: string[],
1692
2380
  ctx: Parameters<CliCommandDef["execute"]>[1],
@@ -1705,8 +2393,15 @@ async function runHolders(
1705
2393
  const listing = await requireCliListing(raw, exchangeOption, market, ctx);
1706
2394
  if (form !== "13f") return printBeneficialOwners(listing, market, form, history, ctx);
1707
2395
  const insiderCommand = commandName === "insider" && ownerTypes != null;
2396
+ const institutional = !ownerTypes?.has("insider");
1708
2397
  const venues = loadBareVenues(listing, market);
1709
- const [data, quote, form4] = await Promise.all([
2398
+ // A US line's institutions are every 13F filer, from the SEC holder index as fn 13F lists them,
2399
+ // as many as the limit asks (HDS's 25 by default); elsewhere, or when the index cannot be read, the source's few.
2400
+ const indexTicker = institutional ? indexHolderTicker(listing.request.symbol, listing.request.exchange) : null;
2401
+ // --tail counts back from the end of the rows loaded, so it loads at least as many as it asks for.
2402
+ const tail = ctx.cliOptions.tail;
2403
+ const indexLimit = Math.min(ctx.cliOptions.limit ?? Math.max(tail ?? 0, HOLDERS_DEFAULT_ROWS), HOLDER_ROWS_MAX);
2404
+ const [source, quote, form4, index] = await Promise.all([
1710
2405
  loadForListing(
1711
2406
  listing, market, ctx,
1712
2407
  () => market.dataProvider.getHolders(listing.request.symbol, listing.request.exchange),
@@ -1715,7 +2410,12 @@ async function runHolders(
1715
2410
  ),
1716
2411
  loadListingQuote(market.dataProvider, listing),
1717
2412
  insiderCommand ? loadForm4Report(market, listing) : null,
2413
+ indexTicker ? loadIndexedHolders(indexTicker, indexLimit).catch(logFailure("cli.commands-market", "Read the 13F holder index failed", null)) : null,
1718
2414
  ]);
2415
+ const indexed = !!index?.rows.length && indexHolderTicker(listing.request.symbol, listing.request.exchange, source) != null;
2416
+ const data = indexed
2417
+ ? withIndexedHolders(source, indexTicker!, { ...index!, rows: index!.rows.slice(0, indexLimit) }, indexedHolderUnits(source, quote?.price))
2418
+ : source;
1719
2419
  const identity = listingIdentity(listing, quote);
1720
2420
  const choice = await listingChoiceNotes(listing, market, quote, venues);
1721
2421
  // A London line's values can be dollars from the 13F filings; the listing's currency is not their unit.
@@ -1727,7 +2427,6 @@ async function runHolders(
1727
2427
  });
1728
2428
  const shownRows = windowRows(rows, ctx.cliOptions).rows;
1729
2429
  const shown = shownRows.length;
1730
- const institutional = !ownerTypes?.has("insider");
1731
2430
  const total = institutional ? data.summary?.institutionsCount ?? null : null;
1732
2431
  const reportDate = sharedReportDate(rows);
1733
2432
  const valueBasis = rows.length > 0 ? holderValueBasis(reportDate, data.valueBasis, valueCurrency) : null;
@@ -1755,7 +2454,13 @@ async function runHolders(
1755
2454
  : rowsFreshness(shownRows, { ...SEC_FILINGS, basis: "13F filings" }, { asOf: data.asOf ?? null });
1756
2455
  // Named as fn HDS takes it, so the closing notes point to the same listing.
1757
2456
  const requested = exchangeOption && !raw.includes(":") ? `${raw}:${exchangeOption.toUpperCase()}` : raw;
1758
- const { notices } = holderReportNotices({ data, requested, shown: shownRows, reported: rows.length, total });
2457
+ const { notices } = holderReportNotices({ data, requested, shown: shownRows, reported: rows.length, total, indexed });
2458
+ // The index's smallest filers are pages past what was loaded: --tail is the end of the loaded rows, not of every filer.
2459
+ const tailNote = indexed && tail != null && total != null && rows.length < total
2460
+ ? `--tail ${tail} is the last ${shown} of the largest ${rows.length} loaded, not the smallest of all ${total.toLocaleString("en-US")} holders.`
2461
+ : null;
2462
+ const partialNote = indexed ? indexedHoldersPartialNote(index, indexLimit) : null;
2463
+ const warnings = [...choice, ...(partialNote ? [partialNote] : []), ...(tailNote ? [tailNote] : [])];
1759
2464
  ctx.printResult({
1760
2465
  data: rows,
1761
2466
  ...(freshness ? { freshness } : {}),
@@ -1780,7 +2485,7 @@ async function runHolders(
1780
2485
  form4: form4 ? { summary: form4.summary, lines: form4.lines, filings: form4.filings, newestFiled: form4.newestFiled, notCovered: form4.home } : null,
1781
2486
  } : {}),
1782
2487
  },
1783
- ...(choice.length > 0 ? { warnings: choice } : {}),
2488
+ ...(warnings.length > 0 ? { warnings } : {}),
1784
2489
  }, {
1785
2490
  heading: `${listingHeading(identity)}${cliStyles.muted(facts.map((fact) => ` · ${fact}`).join(""))}`,
1786
2491
  columns,
@@ -1835,6 +2540,7 @@ async function runAnalyst(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1835
2540
  ]);
1836
2541
  const identity = listingIdentity(listing, quote);
1837
2542
  const choice = await listingChoiceNotes(listing, market, quote, venues);
2543
+ const { upside, reference } = analystUpside(data, quote);
1838
2544
  ctx.printResult({
1839
2545
  data,
1840
2546
  metadata: {
@@ -1842,6 +2548,8 @@ async function runAnalyst(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1842
2548
  recommendationRating: data.recommendationRating,
1843
2549
  priceTarget: data.priceTarget,
1844
2550
  recommendations: data.recommendations,
2551
+ upside: upside ?? null,
2552
+ upsideReference: analystReferenceMetadata(reference),
1845
2553
  },
1846
2554
  freshness: rowsFreshness(analystRows(data), {
1847
2555
  ...REPORTED_DATA, basis: "analyst ratings", observedKey: "date", oldest: null,
@@ -1850,7 +2558,7 @@ async function runAnalyst(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1850
2558
  }, {
1851
2559
  heading: listingHeading(identity),
1852
2560
  rows: analystRows,
1853
- summary: analystSummary,
2561
+ summary: (research) => analystSummary(research, quote),
1854
2562
  columns: [
1855
2563
  { key: "date", header: "Date" },
1856
2564
  { key: "firm", header: "Firm" },
@@ -1872,13 +2580,18 @@ async function runEvents(rawArgs: string[], ctx: Parameters<CliCommandDef["execu
1872
2580
  await withMarketData(ctx, async (market) => {
1873
2581
  const listing = await requireCliListing(raw, exchangeOption, market, ctx);
1874
2582
  const venues = loadBareVenues(listing, market);
1875
- const [data, quote] = await Promise.all([
2583
+ // The earnings rows are resolved against the calendar `earnings` reads, so the next report is the same in both.
2584
+ const calendar = market.dataProvider.getEarningsCalendar?.([listing.key])
2585
+ .catch(logFailure("cli.commands-market", "Read the earnings calendar for events failed", [] as EarningsEvent[]));
2586
+ const [recorded, quote, events] = await Promise.all([
1876
2587
  loadForListing(
1877
2588
  listing, market, ctx, () => market.dataProvider.getCorporateActions(listing.request.symbol, listing.request.exchange),
1878
2589
  undefined, { command: "events", noun: "corporate events" },
1879
2590
  ),
1880
2591
  loadListingQuote(market.dataProvider, listing),
2592
+ calendar,
1881
2593
  ]);
2594
+ const data = withResolvedEarnings(recorded, calendarEventOf(events, listing.key), newYorkDay());
1882
2595
  const identity = listingIdentity(listing, quote);
1883
2596
  const choice = await listingChoiceNotes(listing, market, quote, venues);
1884
2597
  ctx.printResult({
@@ -1909,14 +2622,14 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1909
2622
  // With --leaps, --expiration is a window of one expiry.
1910
2623
  const expirationGiven = expiration != null || rawArgs.some((arg) => arg === "--expiration" || arg.startsWith("--expiration="));
1911
2624
  const criteria = parseLeapsCriteria({ ...leapsOptions.raw, ...expirationGiven ? { "--expiration": expiration ?? "" } : {} });
1912
- if ("error" in criteria) ctx.fail(criteria.error, `Usage: gloomberb ${LEAPS_USAGE}`);
2625
+ if ("error" in criteria) ctx.fail(criteria.error, `Usage: gloom ${LEAPS_USAGE}`);
1913
2626
  const entries = normalizeSymbols(args);
1914
- if (entries.length === 0) ctx.fail("--leaps needs at least one symbol.", `Usage: gloomberb ${LEAPS_USAGE}`);
2627
+ if (entries.length === 0) ctx.fail("--leaps needs at least one symbol.", `Usage: gloom ${LEAPS_USAGE}`);
1915
2628
  await withMarketData(ctx, async (market) => runLeapsScreen(await readSymbols(entries, market.dataProvider), exchangeOption, criteria, market, ctx));
1916
2629
  return;
1917
2630
  }
1918
2631
  if (leapsOptions.given.length > 0) {
1919
- ctx.fail(`${leapsOptions.given.join(", ")} only ${leapsOptions.given.length > 1 ? "apply" : "applies"} with --leaps.`, `Usage: gloomberb ${LEAPS_USAGE}`);
2632
+ ctx.fail(`${leapsOptions.given.join(", ")} only ${leapsOptions.given.length > 1 ? "apply" : "applies"} with --leaps.`, `Usage: gloom ${LEAPS_USAGE}`);
1920
2633
  }
1921
2634
  const raw = requireOneArg(args, OPTIONS_USAGE, "symbol", ctx);
1922
2635
  let expirationDate: number | undefined;
@@ -1925,7 +2638,7 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1925
2638
  if (parsed == null) {
1926
2639
  ctx.fail(
1927
2640
  expiration == null ? "--expiration needs a date." : `Invalid --expiration "${expiration}".`,
1928
- `Use ${OPTION_EXPIRATION_FORMAT}.\nUsage: gloomberb ${OPTIONS_USAGE}`,
2641
+ `Use ${OPTION_EXPIRATION_FORMAT}.${expiration == null ? "" : expirationHint(expiration)}\nUsage: gloom ${OPTIONS_USAGE}`,
1929
2642
  );
1930
2643
  }
1931
2644
  expirationDate = parsed;
@@ -1938,30 +2651,58 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1938
2651
  const quotePromise = loadListingQuote(market.dataProvider, listing);
1939
2652
  const fate = listingFateLoader(listing, market, quotePromise);
1940
2653
  const inputsPromise = loadOptionModelInputs(market.dataProvider, listing, quotePromise, refresh);
1941
- const { result, chain: loaded } = await loadForListing(listing, market, ctx, async () => {
1942
- const cached = await market.dataProvider.getCachedQuery?.("getOptionsChain", [symbol, exchange, expirationDate, undefined])
2654
+ const now = Date.now();
2655
+ // Expiries close on the listing's clock: a coin's options (Deribit) settle at 08:00 UTC on any day.
2656
+ const expiryVenue = optionExpiryVenue(symbol, exchange);
2657
+ const readChain = async (expiry: number | undefined) => {
2658
+ const cached = await market.dataProvider.getCachedQuery?.("getOptionsChain", [symbol, exchange, expiry, undefined])
1943
2659
  .load({ force: refresh });
1944
2660
  return {
1945
2661
  result: cached,
1946
- chain: cached?.value ?? await market.dataProvider.getOptionsChain(symbol, exchange, expirationDate, {
2662
+ chain: cached?.value ?? await market.dataProvider.getOptionsChain(symbol, exchange, expiry, {
1947
2663
  cacheMode: refresh ? "refresh" : "default",
1948
2664
  }),
1949
2665
  };
2666
+ };
2667
+ // An expiry whose last session has closed has no chain to show: it says so, and names the nearest live one.
2668
+ if (expirationDate != null && !isLiveOptionExpiry(expirationDate, now, expiryVenue)) {
2669
+ const listed = await readChain(undefined).then(({ chain }) => chain.expirationDates,
2670
+ logFailure("cli-market", "Read available option expirations failed", []));
2671
+ ctx.fail(`expiry ${expiryIsoDate(expirationDate)} for ${listing.key} `
2672
+ + expiredExpiryText(expirationDate, listed, now, { exchange: expiryVenue, flag: "expiration" }),
2673
+ `Run gloom options ${listing.key} to list the live expiries.`);
2674
+ }
2675
+ const { result, chain: read } = await loadForListing(listing, market, ctx, async () => {
2676
+ const first = await readChain(expirationDate);
2677
+ // A source can still default to the expiry that lapsed at Friday's close; the nearest live one is shown instead.
2678
+ const live = expirationDate == null ? liveDefaultExpiry(first.chain, now, expiryVenue) : undefined;
2679
+ if (live === null) return { ...first, chain: { ...first.chain, calls: [], puts: [] } };
2680
+ if (live == null) return first;
2681
+ // The default's list stays the catalogue: a dated chain can list fewer expiries.
2682
+ const shown = await readChain(live);
2683
+ return { ...shown, chain: { ...shown.chain,
2684
+ expirationDates: [...new Set([...first.chain.expirationDates, ...shown.chain.expirationDates])].sort((a, b) => a - b) } };
1950
2685
  }, undefined, { command: "options", noun: "options chain", fate }).catch((error: unknown) => {
1951
2686
  if (!isOptionsUnavailableError(error)) throw error;
2687
+ // A coin other than BTC and ETH: say which coins have options, and the bitcoin-linked listings.
2688
+ if (isCoinWithoutOptions(listing.key)) return ctx.fail(optionsUnavailableTitle(listing.key), coinOptionsAlternativesText("options"));
1952
2689
  // A future or commodity with no chain of its own: name the listed fund whose options stand in.
1953
2690
  const alternative = listedOptionsAlternative(listing.key);
1954
- return ctx.fail(optionsUnavailableTitle(listing.key), alternative
1955
- ? `Nearest listed alternative: ${alternative.symbol} (${alternative.name}), gloomberb options ${alternative.symbol}.`
1956
- + ` Strategy payoffs: gloomberb fn OSA ${alternative.symbol}`
1957
- : "Strategy payoffs on a listed underlying: gloomberb fn OSA <ticker>");
2691
+ // A name read as a fund or an index asks about the company's stock it means, whose options are listed.
2692
+ const meant = meantQuestion(listing);
2693
+ return ctx.fail(meant ? `${optionsUnavailableTitle(listing.key)} ${meant}` : optionsUnavailableTitle(listing.key), alternative
2694
+ ? `Nearest listed alternative: ${alternative.symbol} (${alternative.name}), gloom options ${alternative.symbol}.`
2695
+ + ` Strategy payoffs: gloom fn OSA ${alternative.symbol}`
2696
+ : "Strategy payoffs on a listed underlying: gloom fn OSA <ticker>");
1958
2697
  });
2698
+ const loaded = withLiveExpiryList(read, now, expiryVenue);
1959
2699
  const inputs = await inputsPromise;
1960
2700
  if (expirationDate != null && !chainHasExpiry(loaded, expirationDate)) {
1961
2701
  // An unlisted date comes back as an empty chain; its own list of expiries, else the default chain's, says what to pick.
1962
2702
  const listed = loaded.expirationDates.length > 0 ? loaded.expirationDates : await market.dataProvider
1963
2703
  .getOptionsChain(symbol, exchange, undefined, { cacheMode: "default" })
1964
- .then((fallback) => fallback.expirationDates, logFailure("cli-market", "Read available option expirations failed", []));
2704
+ .then((fallback) => liveOptionExpiries(fallback.expirationDates, now, expiryVenue),
2705
+ logFailure("cli-market", "Read available option expirations failed", []));
1965
2706
  const miss = missingExpiryMessage(listing.key, expirationDate, listed);
1966
2707
  ctx.fail(miss.message, miss.details);
1967
2708
  }
@@ -1979,7 +2720,10 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
1979
2720
  : `Options refresh failed; showing the chain stored ${new Date(result.fetchedAt).toISOString()}`
1980
2721
  + (chain.asOf ? ` (last trade ${chain.asOf})` : "");
1981
2722
  const sessionWarning = refreshWarning ? null : priorSessionChainWarning(chain, identity.exchange, Date.now());
1982
- const modelWarning = inputs.spot == null && (chain.calls.length > 0 || chain.puts.length > 0)
2723
+ // A venue that marks its contracts (Deribit) states IV and greeks without a quote.
2724
+ const marked = isMarkedChain(chain);
2725
+ const coin = chainCoinCurrency(chain);
2726
+ const modelWarning = !marked && inputs.spot == null && (chain.calls.length > 0 || chain.puts.length > 0)
1983
2727
  ? `IV and delta need a current ${listing.key} quote; those columns are blank`
1984
2728
  : null;
1985
2729
  const listed = chain.expirationDates.length > 0 || chain.calls.length > 0 || chain.puts.length > 0;
@@ -2006,25 +2750,28 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
2006
2750
  // `iv` is annualised volatility and `delta` the option's change per 1.00 move in the underlying, both decimals.
2007
2751
  units: { iv: "annualized decimal", delta: "decimal per 1.00 move in the underlying" },
2008
2752
  // What each contract's `iv` and `impliedVolatility` are, so neither is read as the other.
2009
- fields: OPTION_VOLATILITY_FIELDS,
2753
+ fields: marked ? MARKED_OPTION_FIELDS : OPTION_VOLATILITY_FIELDS,
2010
2754
  // What `iv` and `delta` on each contract are valued from; the provider's own impliedVolatility is left as sent.
2011
- model: {
2012
- spot: basisFields.spot, spotBasis: basisFields.spotBasis, spotAsOf: basisFields.spotAsOf,
2013
- valuationTime: modelSpot ? new Date(modelSpot.valuationTime).toISOString() : null,
2014
- dividendYield: inputs.dividendYield ?? null, rate: OPTION_MODEL_RATE,
2015
- },
2755
+ model: marked
2756
+ ? { venue: chain.venue ?? null, marks: "venue", rate: chain.rate ?? 0, basis: "the expiry's forward", coin }
2757
+ : {
2758
+ spot: basisFields.spot, spotBasis: basisFields.spotBasis, spotAsOf: basisFields.spotAsOf,
2759
+ valuationTime: modelSpot ? new Date(modelSpot.valuationTime).toISOString() : null,
2760
+ dividendYield: inputs.dividendYield ?? null, rate: OPTION_MODEL_RATE,
2761
+ },
2016
2762
  openInterest: { asOf: basisFields.openInterestAsOf, listedAsOf: basis.openInterest?.listedDate ?? null,
2017
2763
  compared: basis.openInterest?.compared ?? 0, matched: basis.openInterest?.matched ?? 0 },
2018
2764
  },
2019
2765
  ...(warnings.length > 0 ? { warnings } : {}),
2020
2766
  freshness,
2021
2767
  }, {
2022
- heading: listingHeading(identity),
2768
+ // Options a venue other than the US exchanges lists (Deribit's) are headed by that venue, not the coin's board.
2769
+ heading: chain.venue ? `${cliStyles.bold(identity.name || identity.symbol)}${cliStyles.muted(` · ${chain.venue}`)}` : listingHeading(identity),
2023
2770
  rows: (data: OptionsChain) => optionRows(data).map((row) => ({ ...row, ...basisFields })),
2024
2771
  // Choosing an expiry needs the list; once one is chosen the table is that expiry.
2025
2772
  summary: (data: OptionsChain) => expirationDate == null ? formatExpiryList(data.expirationDates) : "",
2026
2773
  empty: `No option contracts for ${listingTitle(identity)}.`,
2027
- ...(contractCount > 0 ? { footnote: optionsBasisFootnote(basis) } : {}),
2774
+ ...(contractCount > 0 ? { footnote: optionsBasisFootnote(basis, chain) } : {}),
2028
2775
  exportIdentity: { symbolOrSeries: listing.key, currencyOrUnit: currency, interval: OPTIONS_EXPORT_INTERVAL },
2029
2776
  // Exports state each decimal's unit in its header and end every row with the spot and dates it is as of.
2030
2777
  columns: [
@@ -2043,8 +2790,34 @@ async function runOptions(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
2043
2790
  { key: "spotBasis", header: "Spot basis" },
2044
2791
  { key: "spotAsOf", header: "Spot as of" },
2045
2792
  { key: "openInterestAsOf", header: "OI as of" },
2793
+ // A venue's marks and its coin prices (Deribit's BTC and ETH options).
2794
+ ...(marked ? [
2795
+ { key: "mark", header: "Mark (USD)" }, { key: "gamma", header: "Gamma (per 1.00)" },
2796
+ { key: "vega", header: "Vega (USD per vol point)" }, { key: "theta", header: "Theta (USD per day)" },
2797
+ { key: "forward", header: "Forward" }, { key: "expiresAt", header: "Settles" },
2798
+ ] : []),
2799
+ ...(coin ? [
2800
+ { key: "coinBid", header: `Bid (${coin})` }, { key: "coinAsk", header: `Ask (${coin})` },
2801
+ { key: "coinMark", header: `Mark (${coin})` }, { key: "coinLast", header: `Last (${coin})` },
2802
+ ] : []),
2046
2803
  ],
2047
- textColumns: [
2804
+ // A coin's options are quoted in the coin: its bid, ask and mark, then the mark in dollars and the venue's greeks.
2805
+ textColumns: coin ? [
2806
+ { key: "side", header: "Side" },
2807
+ { key: "contract", header: "Contract", shrink: false },
2808
+ { key: "strike", header: "Strike", align: "right" },
2809
+ { key: "coinBid", header: `Bid ${coin}`, align: "right", format: formatCoinPremiumCell },
2810
+ { key: "coinAsk", header: `Ask ${coin}`, align: "right", format: formatCoinPremiumCell },
2811
+ { key: "coinMark", header: `Mark ${coin}`, align: "right", format: formatCoinPremiumCell },
2812
+ { key: "mark", header: "Mark $", align: "right", format: formatOptionDollarCell },
2813
+ { key: "iv", header: "IV", align: "right", format: formatOptionIvCell },
2814
+ { key: "delta", header: "Delta", align: "right", format: formatOptionDeltaCell },
2815
+ { key: "gamma", header: "Gamma", align: "right", format: formatOptionGammaCell, optional: true, dropPriority: 3 },
2816
+ { key: "vega", header: "Vega $", align: "right", format: formatOptionDollarCell, optional: true, dropPriority: 2 },
2817
+ { key: "theta", header: "Theta $", align: "right", format: formatOptionDollarCell, optional: true, dropPriority: 2 },
2818
+ { key: "volume", header: "Vol", align: "right", format: formatCountCell, optional: true, dropPriority: 1 },
2819
+ { key: "openInterest", header: "OI", align: "right", format: formatCountCell, optional: true, dropPriority: 1 },
2820
+ ] : [
2048
2821
  { key: "side", header: "Side" },
2049
2822
  { key: "contract", header: "Contract", shrink: false },
2050
2823
  // The contract symbol already carries the date, so this goes first when the table is narrow.
@@ -2162,15 +2935,35 @@ async function runFxOnDate(
2162
2935
  async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]>[1]) {
2163
2936
  const args = [...rawArgs];
2164
2937
  const dateOption = takeOption(args, "--date");
2165
- if (args.length === 0) ctx.fail(`Usage: gloomberb ${FX_USAGE}`);
2938
+ const forwardOption = takeOption(args, "--forward");
2939
+ if (args.length === 0) ctx.fail(`Usage: gloom ${FX_USAGE}`);
2940
+ // A forward is implied from today's spot and the latest short rates, which are all Gloom Cloud serves.
2941
+ if (dateOption != null && forwardOption != null) {
2942
+ ctx.fail(
2943
+ "fx --forward does not take --date: the forward is implied from today's spot and the latest short rates, and past short rates are not served.",
2944
+ `For that day's close: gloom fx ${args.join(" ")} --date ${dateOption}. For today's forward, drop --date.`,
2945
+ );
2946
+ }
2166
2947
  const date = dateOption == null ? null : readFxDate(dateOption, ctx);
2948
+ const tenor = forwardOption == null ? null : parseForwardTenor(forwardOption);
2949
+ if (tenor && "error" in tenor) ctx.fail(tenor.error, `Usage: gloom ${FX_FORWARD_USAGE}`);
2167
2950
  await withMarketData(ctx, async (market) => {
2168
2951
  const parsed = parseFxArgs(args, market.config.baseCurrency);
2169
- if ("error" in parsed) return ctx.fail(parsed.error, `Usage: gloomberb ${FX_USAGE}`);
2952
+ if ("error" in parsed) return ctx.fail(parsed.error, `Usage: gloom ${forwardOption == null ? FX_USAGE : FX_FORWARD_USAGE}`);
2170
2953
  if (date) return runFxOnDate(parsed, date, args, market, ctx);
2171
2954
  const { request, amount, toUsdByDefault } = parsed;
2172
2955
  const { currency, baseCurrency } = request;
2173
2956
  const pair = `${currency}/${baseCurrency}`;
2957
+ if (tenor) {
2958
+ if (amount != null) ctx.fail("--forward prices a pair, not an amount.", `Usage: gloom ${FX_FORWARD_USAGE}`);
2959
+ if (currency === baseCurrency) ctx.fail(`${pair} has no forward: both sides are ${currency}.`, `Usage: gloom ${FX_FORWARD_USAGE}`);
2960
+ }
2961
+ // The short rates are read alongside spot. A failed read is held as a value, not left to reject
2962
+ // unobserved while spot loads, and is raised where the forward needs the rates.
2963
+ const shortRates = tenor && !("error" in tenor) ? apiClient.getCloudShortRates().then(
2964
+ (payload) => ({ payload }),
2965
+ (error: unknown) => ({ error: unavailableOnServer(error, "Forwards are not available from Gloom Cloud yet: it serves no short rates.") }),
2966
+ ) : null;
2174
2967
  const reasons = new Map<string, string>();
2175
2968
  const load = (code: string) => market.dataProvider.getCachedQuery("getExchangeRate", [code])
2176
2969
  .load({ force: ctx.cliOptions.refresh }).catch((error) => {
@@ -2199,13 +2992,68 @@ async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]
2199
2992
  const converted = amount == null ? null : amount * rate;
2200
2993
  const row = { currency, baseCurrency, rate, asOf, stale, pair, inverse: 1 / rate, ...(amount == null ? {} : { amount, converted }) };
2201
2994
  // The closing line dates the rate, and says when it is stale, as `fn FXC` does.
2202
- const freshness = fxPairFreshness(new Map(codes.flatMap((code, index) => {
2995
+ const loaded = new Map(codes.flatMap((code, index) => {
2203
2996
  const leg = legs[index];
2204
2997
  return leg ? [[code, {
2205
2998
  rate: leg.value,
2206
- timing: { asOf: leg.asOf, staleAt: leg.staleAt, error: leg.refreshError, delayMinutes: leg.delayMinutes },
2999
+ timing: {
3000
+ asOf: leg.asOf, staleAt: leg.staleAt, error: leg.refreshError, delayMinutes: leg.delayMinutes,
3001
+ intradayBar: leg.intradayBar, staleReason: leg.staleReason,
3002
+ },
2207
3003
  }] as const] : [];
2208
- })));
3004
+ }));
3005
+ const freshness = fxPairFreshness(loaded);
3006
+ // A rate that is its pair's bar says which bar, and a stale one why it stands.
3007
+ const rateNotes = fxRateNotes(new Map([...loaded].map(([code, leg]) => [code, leg.timing])));
3008
+ if (tenor && shortRates && !("error" in tenor)) {
3009
+ const read = await shortRates;
3010
+ if ("error" in read) throw read.error;
3011
+ const { rates } = read.payload;
3012
+ // BASE/QUOTE: the forward needs the rate of each; a missing one is named, never filled in.
3013
+ const base = shortRateFor(currency, rates);
3014
+ const quote = shortRateFor(baseCurrency, rates);
3015
+ const missing = [base, quote].flatMap((lookup) => "error" in lookup ? [lookup.error] : []);
3016
+ if ("error" in base || "error" in quote) {
3017
+ return ctx.fail(`No ${tenor.label} forward for ${pair}. ${missing.join(" ")}`, "The forward is implied from both currencies' short rates by covered interest parity.");
3018
+ }
3019
+ const implied = impliedForward(rate, tenor.days, base.rate, quote.rate);
3020
+ const forwardDate = new Date(Math.floor(Date.now() / 86_400_000) * 86_400_000 + tenor.days * 86_400_000).toISOString().slice(0, 10);
3021
+ const rateFields = (short: typeof base.rate) => ({
3022
+ currency: short.currency, name: short.name, tenor: short.tenor, value: short.value, asOf: short.asOf,
3023
+ dayCountBasis: short.dayCountBasis, publisher: short.publisher, sourceUrl: short.sourceUrl, stale: short.stale,
3024
+ });
3025
+ const staleRates = [base.rate, quote.rate].filter((short) => short.stale)
3026
+ .map((short) => `${short.name} (${short.currency}) is the last copy read, dated ${short.asOf ?? "undated"}; its source could not be read since.`);
3027
+ const forwardRow = {
3028
+ pair, tenor: tenor.label, days: tenor.days, forwardDate, spot: rate, spotAsOf: asOf, forward: implied.forward,
3029
+ points: implied.points, pointSize: implied.pointSize, premiumPercent: implied.premiumPercent, annualizedPercent: implied.annualizedPercent,
3030
+ baseRate: rateFields(base.rate), quoteRate: rateFields(quote.rate), method: "covered interest parity", label: IMPLIED_FORWARD_LABEL,
3031
+ };
3032
+ const growth = (short: typeof base.rate) => `(1 + ${formatRatePercent(short.value)} × ${tenor.days}/${short.dayCountBasis})`;
3033
+ // A currency typed as its name (yen) says which code it was read as, as the spot answer does.
3034
+ const forwardWarnings = [...request.readAs ?? [], ...rateNotes, ...staleRates];
3035
+ return ctx.printResult({ data: [forwardRow], freshness, ...(forwardWarnings.length > 0 ? { warnings: forwardWarnings } : {}) }, {
3036
+ text: () => [
3037
+ `${pair} ${tenor.label} forward ${formatFxRate(implied.forward)}, ${IMPLIED_FORWARD_LABEL}`,
3038
+ `Spot ${formatFxRate(rate)} · forward points ${formatForwardPoints(implied.points)} (pips of ${implied.pointSize}) · ${implied.premiumPercent >= 0 ? "premium" : "discount"} ${formatSignedPercent(implied.premiumPercent)} over ${tenor.days} days to ${forwardDate}, ${formatSignedPercent(implied.annualizedPercent, 2)} a year (×360/${tenor.days})`,
3039
+ `${currency} rate: ${describeShortRate(base.rate)}`,
3040
+ `${baseCurrency} rate: ${describeShortRate(quote.rate)}`,
3041
+ `Covered interest parity: ${formatFxRate(rate)} × ${growth(quote.rate)} / ${growth(base.rate)}; each rate earns simple interest over the ${tenor.days} days, standing in for a ${tenor.label} term rate.`,
3042
+ ].join("\n"),
3043
+ exportIdentity: { symbolOrSeries: pair, currencyOrUnit: baseCurrency, interval: `forward ${tenor.label}` },
3044
+ columns: [
3045
+ { key: "pair", header: "Pair" },
3046
+ { key: "tenor", header: "Tenor" },
3047
+ { key: "days", header: "Days", align: "right" },
3048
+ { key: "forwardDate", header: "Forward date" },
3049
+ { key: "spot", header: "Spot", align: "right" },
3050
+ { key: "forward", header: "Forward", align: "right" },
3051
+ { key: "points", header: "Points", align: "right" },
3052
+ { key: "premiumPercent", header: "Premium %", align: "right" },
3053
+ { key: "annualizedPercent", header: "Annualized %", align: "right" },
3054
+ ],
3055
+ });
3056
+ }
2209
3057
  // An amount with one currency names no target; the answer says it went to USD.
2210
3058
  const warnings = [
2211
3059
  // A currency typed as its name (yen) says which code it was read as.
@@ -2213,10 +3061,21 @@ async function runFx(rawArgs: string[], ctx: Parameters<CliCommandDef["execute"]
2213
3061
  ...toUsdByDefault && amount != null
2214
3062
  ? [`No target currency given, so ${currency} is converted to USD; for another, write fx ${args[0]!.trim()} ${currency}/<to>.`]
2215
3063
  : [],
3064
+ ...rateNotes,
2216
3065
  ];
2217
- ctx.printResult({ data: [row], freshness, warnings: warnings.length > 0 ? warnings : undefined }, {
3066
+ // The peso's dollar rate is the official one; the market rates Buenos Aires prices imply follow it, each with its inputs.
3067
+ const peso = isPesoDollarPair(currency, baseCurrency)
3068
+ ? await loadPesoDollarRates((targets) => market.dataProvider.getQuotesBatch(targets, { forceRefresh: ctx.cliOptions.refresh }))
3069
+ : null;
3070
+ if (peso && peso.missing.length > 0) warnings.push(`No price for ${peso.missing.join(", ")}, so the rates from ${peso.missing.length === 1 ? "it are" : "them are"} left out.`);
3071
+ const rateText = peso ? `${describeFxRate(request, rate)} · ${peso.spotKind} rate` : describeFxRate(request, rate);
3072
+ ctx.printResult({ data: [peso ? { ...row, ...pesoDollarRatesJson(peso) } : row], freshness, warnings: warnings.length > 0 ? warnings : undefined }, {
2218
3073
  // The conversion, then the rate it used; the source line under it dates that rate.
2219
- text: () => amount == null ? describeFxRate(request, rate) : `${describeFxConversion(request, amount, rate)}\n${describeFxRate(request, rate)}`,
3074
+ text: () => [
3075
+ ...amount == null ? [] : [describeFxConversion(request, amount, rate)],
3076
+ rateText,
3077
+ ...peso ? pesoDollarRateLines(peso) : [],
3078
+ ].join("\n"),
2220
3079
  // The rate is the base currency's price of one unit of the other, at the latest quote of each leg.
2221
3080
  exportIdentity: { symbolOrSeries: pair, currencyOrUnit: baseCurrency, interval: "spot" },
2222
3081
  columns: [
@@ -2240,7 +3099,7 @@ async function runEarnings(rawArgs: string[], ctx: Parameters<CliCommandDef["exe
2240
3099
  const args = [...rawArgs];
2241
3100
  const exchangeOption = takeOption(args, "--exchange");
2242
3101
  const entries = normalizeSymbols(args);
2243
- if (entries.length === 0) ctx.fail("Usage: gloomberb earnings <symbol...>");
3102
+ if (entries.length === 0) ctx.fail("Usage: gloom earnings <symbol...>");
2244
3103
  await withCliServices(ctx, async (services) => {
2245
3104
  const symbols = await readSymbols(entries, services.dataProvider);
2246
3105
  const listings = await Promise.all(symbols.map((symbol) => requireCliListing(
@@ -2250,9 +3109,9 @@ async function runEarnings(rawArgs: string[], ctx: Parameters<CliCommandDef["exe
2250
3109
  // Each bare symbol's venues cost a search, so a long list (a portfolio check, not a lookup) names none.
2251
3110
  const venues = new Map(listings.length > MAX_CHOICE_LOOKUPS ? []
2252
3111
  : listings.map((listing) => [listing, loadBareVenues(listing, services)] as const));
2253
- let events: EarningsEvent[];
3112
+ let calendar: EarningsEvent[];
2254
3113
  try {
2255
- events = await loadForListing(
3114
+ calendar = await loadForListing(
2256
3115
  listings, services, ctx,
2257
3116
  () => services.dataProvider.getEarningsCalendar(keys),
2258
3117
  (found) => found.length === 0,
@@ -2262,6 +3121,15 @@ async function runEarnings(rawArgs: string[], ctx: Parameters<CliCommandDef["exe
2262
3121
  if (failure) ctx.fail(failure);
2263
3122
  throw error;
2264
3123
  }
3124
+ // Each date is resolved as events, EE, ERN and OSA resolve it: one that has come is read against the
3125
+ // company's quarters on record, for its actual and the next report on record (shared/earnings-calendar).
3126
+ const today = newYorkDay();
3127
+ const resolved = await resolveListingEvents(services.dataProvider, listings.map((listing) => ({
3128
+ key: listing.key, symbol: listing.request.symbol, exchange: listing.request.exchange,
3129
+ })), calendar, today);
3130
+ const events: ResolvedEarningsEvent[] = calendar
3131
+ .map((event) => resolved.get(event.symbol.toUpperCase()) ?? { ...event, dateStatus: calendarStatus(event, today) })
3132
+ .sort((left, right) => left.earningsDate.getTime() - right.earningsDate.getTime());
2265
3133
  const eventOf = (listing: CliListing) => events.find((event) => event.symbol.toUpperCase() === listing.key.toUpperCase());
2266
3134
  const [abroadNotes, choiceNotes] = await Promise.all([
2267
3135
  // A listing abroad with no date of its own says so, with its US line's date when that line is the same company.
@@ -2281,7 +3149,8 @@ async function runEarnings(rawArgs: string[], ctx: Parameters<CliCommandDef["exe
2281
3149
  ];
2282
3150
  ctx.printResult({
2283
3151
  data: events,
2284
- freshness: rowsFreshness(earningsRows(events), { status: "not-a-feed", basis: "calendar", observedKey: "date", oldest: null }),
3152
+ // Dated by when it was read: a row's date is when the report is, not how old the calendar is.
3153
+ freshness: rowsFreshness([], { status: "not-a-feed", basis: "calendar", oldest: null }),
2285
3154
  ...(warnings.length > 0 ? { warnings } : {}),
2286
3155
  }, {
2287
3156
  rows: earningsRows,
@@ -2307,7 +3176,9 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2307
3176
  group: CLI_COMMAND_GROUPS.research,
2308
3177
  usage: ["quote <symbol...>", "quote --file <path>"],
2309
3178
  options: [EXCHANGE_OPTION, LIST_FILE_OPTION],
2310
- examples: ["quote AAPL MSFT NVDA", "quote SAN:EPA BHP:ASX", "quote BTC-USD EURUSD=X", "quote binance:BZUSDT", "quote AAPL --json", "quote --file holdings.csv"],
3179
+ sections: [QUOTE_CSV_SECTION],
3180
+ examples: ["quote AAPL MSFT NVDA", "quote SAN:EPA BHP:ASX", "quote BTC-USD EURUSD=X", "quote binance:BZUSDT", "quote AAPL --json", "quote --file holdings.csv",
3181
+ "quote --file holdings.csv --csv > quotes.csv"],
2311
3182
  },
2312
3183
  execute: (args, ctx) => runQuote(args, ctx, "quote"),
2313
3184
  },
@@ -2318,6 +3189,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2318
3189
  group: CLI_COMMAND_GROUPS.research,
2319
3190
  usage: ["compare <symbol...>", "compare --file <path>"],
2320
3191
  options: [EXCHANGE_OPTION, LIST_FILE_OPTION],
3192
+ sections: [QUOTE_CSV_SECTION],
2321
3193
  examples: ["compare KO PEP", "compare SAN:EPA SAN:NYSE", "compare SPY QQQ IWM --csv", "compare - < peers.txt"],
2322
3194
  },
2323
3195
  execute: (args, ctx) => runQuote(args, ctx, "compare"),
@@ -2327,26 +3199,45 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2327
3199
  description: "Fetch open, high, low, close, and volume over a range",
2328
3200
  help: {
2329
3201
  group: CLI_COMMAND_GROUPS.research,
2330
- usage: [HISTORY_USAGE],
3202
+ usage: [HISTORY_USAGE, "history --file <path> [--range <range> | --from <year|date> [--to <year|date>]]"],
2331
3203
  options: [
2332
3204
  { flags: "--range <range>", description: `${HISTORY_RANGES.join(", ")} (default 1Y); ${HISTORY_YTD_RANGE}; ${HISTORY_ALL_RANGE}` },
3205
+ { flags: "--from <year|date>, --start <year|date>", description: `${PRICE_WINDOW_FROM_HELP}. Up to five years come in daily bars, up to twenty weekly, longer monthly` },
3206
+ { flags: "--to <year|date>, --end <year|date>", description: PRICE_WINDOW_TO_HELP },
3207
+ { flags: "--file <path>", description: "Read the symbols from a text or CSV file, one per line (- reads standard input), and write every symbol's bars in one table" },
2333
3208
  EXCHANGE_OPTION,
2334
3209
  ],
2335
3210
  sections: [{
2336
3211
  title: "Bars",
2337
3212
  lines: [
2338
3213
  `Each range comes in one bar size: ${historyIntervalsByRange()}. The line under the heading, and the --json metadata, give the currency, the bar size actually served, the first and last bar and the bar count. A warning says when the bars are coarser, or start later, than the range asked for, and for a coin, which trades every day, names each day it has no bar for.`,
2339
- "A bar whose prices contradict each other (high below the open or close, or low above them) is left blank and flagged, such as high<open, with the count in a warning. Every --csv and --ndjson row carries its flag and ends with symbol_or_series, currency_or_unit, interval, source and as_of; --json rows carry currency, unit, interval and flag.",
3214
+ "A bar whose prices contradict each other (high below the open or close, or low above them) is left blank and flagged, such as high<open, with the count in a warning. --json rows carry currency, unit, interval and flag.",
2340
3215
  "A break in the series flags the bar after it, which keeps its prices: gap after more than three months with no bar (weeks for weekly, daily and intraday bars), jump when the close is over 100 times the one before or under a hundredth of it. A warning names each break, and the heading says the date the series runs unbroken from.",
3216
+ "The heading's last line is the max drawdown of the bars shown: the largest fall from a close to a later close, with the peak and the trough, their dates, and the date a close got back to the peak, if one did (maxDrawdown in --json).",
3217
+ ],
3218
+ }, {
3219
+ title: "CSV",
3220
+ lines: [
3221
+ "Every --csv has one header, whatever the symbol, range or market state: Date, Open, High, Low, Close, Volume, Flag, Partial, Filled, Unsettled, Volume unit, Volume note, Venue volume, Volume venue, status, then symbol_or_series, currency_or_unit, interval, source and as_of. Prices are plain numbers in the currency currency_or_unit names. Partial, Filled and Unsettled are true or false, and status says why a row has no prices.",
3222
+ ],
3223
+ }, {
3224
+ title: "Several symbols",
3225
+ lines: [
3226
+ `history AAPL MSFT 000660.KS, or --file with one symbol a line (- reads standard input), writes every symbol's bars in one long table, ${HISTORY_LIST_CONCURRENCY} symbols loading at once. Each row names its symbol, its currency and the as-of of that symbol's bars in symbol_or_series, currency_or_unit and as_of.`,
3227
+ "A symbol with no history is one row with its reason in status, and a warning names it; the command fails only when no symbol has any. --tail 5 keeps each symbol's newest five bars.",
2341
3228
  ],
2342
3229
  }, {
2343
3230
  title: "Long history",
2344
3231
  lines: [
2345
- "ZAR has daily FRED data from 1980: gloomberb fred DEXSFUS --start 1980 --sort asc --csv",
2346
- "NGN, SAR and ILS have no FRED series. Their daily bars cover the last five years (gloomberb fn G USDNGN=X --rangePreset 5Y --chartResolution 1d --csv); before that there are monthly bars only (gloomberb history USDNGN=X --range ALL).",
3232
+ "ZAR has daily FRED data from 1980: gloom fred DEXSFUS --start 1980 --sort asc --csv",
3233
+ "NGN, SAR and ILS have no FRED series. Their daily bars cover the last five years (gloom fn G USDNGN=X --range-preset 5Y --chart-resolution 1d --csv); before that there are monthly bars only (gloom history USDNGN=X --range ALL).",
2347
3234
  ],
2348
3235
  }],
2349
- examples: ["history AAPL", "history BHP:ASX --range 5Y", "history ZAR=X --range ALL", "history ZAR=X --tail 5", "history AAPL --range 5Y --csv > aapl.csv"],
3236
+ examples: [
3237
+ "history AAPL", "history BHP:ASX --range 5Y", "history JPM --from 2007 --to 2009", "history ZAR=X --range ALL", "history ZAR=X --tail 5",
3238
+ "history AAPL --range 5Y --csv > aapl.csv", "history AAPL MSFT 000660.KS --range 1M --csv",
3239
+ "history --file holdings.txt --start 2024-01-01 --end 2024-12-31 --csv > bars.csv",
3240
+ ],
2350
3241
  },
2351
3242
  unknownOptionHint: historyOptionHint,
2352
3243
  execute: runHistory,
@@ -2422,7 +3313,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2422
3313
  },
2423
3314
  execute: async (args, ctx) => {
2424
3315
  const query = args.join(" ");
2425
- if (!query) ctx.fail("Usage: gloomberb provider-search <query>");
3316
+ if (!query) ctx.fail("Usage: gloom provider-search <query>");
2426
3317
  await withMarketData(ctx, async (market) => {
2427
3318
  const results = await market.dataProvider.search(query);
2428
3319
  ctx.printResult({ data: results.slice(0, ctx.cliOptions.limit ?? results.length) }, {
@@ -2522,6 +3413,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2522
3413
  title: "Output",
2523
3414
  lines: [
2524
3415
  "Holders run largest value first, as in fn HDS. --csv and --json carry the HDS report's columns: values in the currency the header names, shares, and the quarter's change and the stake in percent (0.59 is 0.59%).",
3416
+ "A US listing lists every 13F filer, as fn 13F does: the largest 25, or as many as --limit asks up to 200; --tail counts back from the end of those, not from the smallest filer. A listing abroad has only the source's largest few.",
2525
3417
  ],
2526
3418
  }],
2527
3419
  examples: ["holders AAPL", "holders SAN:EPA", "holders SAN --csv", "holders CAR --form all", "holders CAR --form 13g --history --json"],
@@ -2548,7 +3440,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2548
3440
  options: [EXCHANGE_OPTION],
2549
3441
  sections: [{
2550
3442
  title: "13F filings",
2551
- lines: ["For each fund's reported position and its change over the quarter, run gloomberb fn 13F <symbol>."],
3443
+ lines: ["For each fund's reported position and its change over the quarter, run gloom fn 13F <symbol>."],
2552
3444
  }],
2553
3445
  examples: ["13f AAPL", "13f BP:NYSE"],
2554
3446
  },
@@ -2556,7 +3448,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2556
3448
  },
2557
3449
  {
2558
3450
  name: "filings",
2559
- description: "Fetch recent SEC filings",
3451
+ description: "Fetch recent SEC filings; a listing abroad gets its exchange's announcements page, and ASX's list",
2560
3452
  help: {
2561
3453
  group: CLI_COMMAND_GROUPS.companyData,
2562
3454
  usage: ["filings <symbol> [--count <n>] [--form <form>]"],
@@ -2565,7 +3457,7 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2565
3457
  { flags: "--form <form>", description: "Only this form and its amendments, such as 10-K or 13D" },
2566
3458
  EXCHANGE_OPTION,
2567
3459
  ],
2568
- examples: ["filings AAPL", "filings BHP:ASX", "filings AAPL --count 40 --json", "filings CAR --form 13G"],
3460
+ examples: ["filings AAPL", "filings BHP:ASX", "filings NST.AX", "filings AAPL --count 40 --json", "filings CAR --form 13G"],
2569
3461
  },
2570
3462
  execute: runFilings,
2571
3463
  },
@@ -2595,9 +3487,10 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2595
3487
  description: "Convert a currency into your base currency, quote a pair such as USD/NGN, or convert an amount such as fx 1234.5 EUR/USD",
2596
3488
  help: {
2597
3489
  group: CLI_COMMAND_GROUPS.markets,
2598
- usage: ["fx <currency>", "fx <base>/<quote>", "fx <amount> <from>/<to>", "fx <amount> <from> <to>", "fx <pair> --date <day>"],
3490
+ usage: ["fx <currency>", "fx <base>/<quote>", "fx <amount> <from>/<to>", "fx <amount> <from> <to>", "fx <pair> --date <day>", FX_FORWARD_USAGE],
2599
3491
  options: [
2600
3492
  { flags: "--date <day>", description: `The rate at that day's daily FX close, such as a transaction date (${DATE_OPTION_EXAMPLES}); a weekend or holiday reads the trading day before it` },
3493
+ { flags: "--forward <tenor>", description: "The forward implied by both currencies' short rates (covered interest parity), not a dealer quote: 30d, 2w, 3m, up to 1y; today's only, so not with --date" },
2601
3494
  ],
2602
3495
  sections: [{
2603
3496
  title: "Direction",
@@ -2616,8 +3509,14 @@ export const marketDataCliCommands: BuiltinCliCommandDef[] = [
2616
3509
  lines: [
2617
3510
  "--date gives the rate at that day's daily FX close instead of the latest: fx USD/CAD --date 2026-09-02, or with an amount, fx 1250 USD/CAD --date 2026-09-02. Each currency's USD pair is read at its close of that day and crossed through USD, as the latest rate is. A weekend or market holiday has no close: the answer then gives the trading day before it and says so. The source line dates the close; --json adds date (the day asked for) and asOf (the close used).",
2618
3511
  ],
3512
+ }, {
3513
+ title: "Forwards",
3514
+ lines: [
3515
+ "--forward <tenor> gives the forward implied by covered interest parity: spot × (1 + quote rate × days/basis) / (1 + base rate × days/basis), with the forward points (pips of 0.0001, 0.01 against JPY) and the premium over spot for the period and a year. It is implied by rates, not a dealer quote.",
3516
+ "The rates are SOFR (USD), €STR (EUR), SONIA (GBP) and TIIE 28d (MXN), each with its day and publisher. A pair whose rate is missing says which one. Tenors count calendar days from today: 30d, 2w, 3m, 1y. The forward is today's: it does not take --date, as only the latest short rates are served.",
3517
+ ],
2619
3518
  }],
2620
- examples: ["fx EUR", "fx NGN", "fx yen", "fx USD/NGN", "fx ZAR/NGN", "fx 1234.5 EUR/USD", "fx 1234,5 EUR USD", "fx USD/CAD --date 2026-09-02", "fx JPY --json"],
3519
+ examples: ["fx EUR", "fx NGN", "fx yen", "fx USD/NGN", "fx ZAR/NGN", "fx 1234.5 EUR/USD", "fx 1234,5 EUR USD", "fx USD/CAD --date 2026-09-02", "fx JPY --json", "fx USD/MXN --forward 30d", "fx EUR/USD --forward 3m"],
2621
3520
  },
2622
3521
  execute: runFx,
2623
3522
  },