gloomberb 0.19.0 → 0.19.2

package/src/plugins/builtin/portfolio-list/pane/index.tsx

@@ -79,7 +79,7 @@ import {
   removeTickerFromCollection,
   tickerRemovalSummary,
 } from "./remove-ticker";
-import { QuickAddTickerInput, type QuickAddCollectionKind } from "../quick-add";
+import { QUICK_ADD_KEY, QuickAddTickerInput, type QuickAddCollectionKind } from "../quick-add";
 import { delistingLabel } from "../../../../market-data/quotes/delisting";
 import {
   buildTrackedCurrencies,
@@ -143,8 +143,6 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
 
   const [streamWindow, setStreamWindow] = useState({ start: 0, end: 24 });
   const [quickAddFocused, setQuickAddFocused] = useState(false);
-  // Bumped by the empty table's "+ ticker" button to open the add row.
-  const [quickAddRequest, setQuickAddRequest] = useState(0);
 
   const {
     cursorSymbol,
@@ -737,7 +735,6 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
     return null;
   }, [activeCollectionId, config, currentPortfolio]);
   const showQuickAdd = !!(activeCollectionId && activeCollectionEntry && quickAddCollectionKind);
-  const requestQuickAdd = useCallback(() => setQuickAddRequest((count) => count + 1), []);
   const quickAddHeight = showQuickAdd ? 1 : 0;
   const selectedFinancials = cursorSymbol ? financialsMap.get(cursorSymbol) : undefined;
   const selectedCap = liveMarketCapitalization(selectedFinancials?.quote, selectedFinancials?.fundamentals);
@@ -765,7 +762,6 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
       width={width}
       onAdded={handleTickerAdded}
       onFocusChange={setQuickAddFocused}
-      focusRequest={quickAddRequest}
     />
   ) : null;
 
@@ -807,7 +803,7 @@ export function PortfolioListPane({ focused, width, height }: PaneProps) {
           visibleRangeBuffer={3}
           resetScrollKey={activeCollectionId}
           onRowActivate={handleRowActivate}
-          onAddTicker={showQuickAdd ? requestQuickAdd : undefined}
+          addTickerShortcut={showQuickAdd ? QUICK_ADD_KEY : undefined}
           onOpenPerpetual={showsPerpetuals ? openPerpMarket : undefined}
           rootHeight={contentHeight}
         />

package/src/plugins/builtin/portfolio-list/quick-add/index.tsx

@@ -112,7 +112,6 @@ export function QuickAddTickerInput({
   width,
   onAdded,
   onFocusChange,
-  focusRequest = 0,
 }: {
   collectionId: string;
   collectionKind: QuickAddCollectionKind;
@@ -121,12 +120,6 @@ export function QuickAddTickerInput({
   width: number;
   onAdded: (symbol: string) => void;
   onFocusChange?: (focused: boolean) => void;
-  /**
-   * Bumped by a control outside the row, such as the empty table's
-   * "+ ticker" button, to open it. A click there focuses the pane in the same
-   * press, so the row opens once the pane is focused.
-   */
-  focusRequest?: number;
 }) {
   const dispatch = useAppDispatch();
   const { notify } = usePluginAppActions();
@@ -150,13 +143,6 @@ export function QuickAddTickerInput({
     setInputFocused(false);
   }, []);
 
-  const handledFocusRequestRef = useRef(focusRequest);
-  useEffect(() => {
-    if (focusRequest === handledFocusRequestRef.current || !focused) return;
-    handledFocusRequestRef.current = focusRequest;
-    focusInput();
-  }, [focusInput, focusRequest, focused]);
-
   // A symbol with no listing leaves the field, so the next one typed replaces
   // it instead of running on (OMV.VIREP.MC); the line under it still says what
   // failed until something is typed.

package/src/plugins/builtin/portfolio-list/quick-add/resolution.ts

@@ -22,7 +22,8 @@ import {
 } from "../../../../tickers/ticker-changes";
 
 const QUICK_ADD_MAX_QUERY_LENGTH = 32;
-const QUICK_ADD_SYMBOL_RE = /^[A-Z0-9][A-Z0-9.\-\s]*$/;
+// A slash writes a pair as crypto exchanges and FX desks do: BTC/GBP, EUR/USD.
+const QUICK_ADD_SYMBOL_RE = /^[A-Z0-9][A-Z0-9.\-/\s]*$/;
 
 export type QuickAddCollectionKind = "portfolio" | "watchlist";
 

package/src/plugins/builtin/portfolio-list/table.tsx

@@ -1,5 +1,4 @@
 import { useCallback, useMemo, useRef } from "react";
-import { QUICK_ADD_KEY } from "./quick-add";
 import {
   TickerListTableView,
   type DataTableKeyEvent,
@@ -120,7 +119,7 @@ export function PortfolioTickerTable({
   visibleRangeBuffer,
   resetScrollKey,
   onRowActivate,
-  onAddTicker,
+  addTickerShortcut,
   onOpenPerpetual,
   rootHeight,
 }: {
@@ -146,8 +145,8 @@ export function PortfolioTickerTable({
   visibleRangeBuffer?: number;
   resetScrollKey?: unknown;
   onRowActivate?: (ticker: TickerRecord) => void;
-  /** Opens the add row; the empty table offers it as a button. */
-  onAddTicker?: () => void;
+  /** The key of the add row, which the empty table names. The pane shows the row itself, once. */
+  addTickerShortcut?: string;
   /** Opens PERP on a row's stock perpetual: its PERP% and FUND 8H cells link to it. */
   onOpenPerpetual?: (marketId: string) => void;
   rootHeight?: number;
@@ -243,8 +242,7 @@ export function PortfolioTickerTable({
       resetScrollKey={resetScrollKey}
       onRowActivate={onRowActivate}
       rowMenuAccelerators={PORTFOLIO_ROW_MENU_KEYS}
-      onAddTicker={onAddTicker}
-      addTickerShortcut={onAddTicker ? QUICK_ADD_KEY : undefined}
+      addTickerShortcut={addTickerShortcut}
       rootHeight={rootHeight}
     />
   );

package/src/plugins/builtin/power/gas-client.ts

@@ -1,4 +1,5 @@
 import { apiClient } from "../../../api-client";
+import { sourceDidNotAnswer } from "../../../api-client/errors";
 import type { GasStorageBoard, GasStorageHistory, GasStorageRow, GasStorageSeasonal } from "../../../api-client/europe-energy";
 import { createPluginCache } from "../../../data/plugin-cache";
 import { cachedCloudResource, loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
@@ -77,7 +78,7 @@ export async function fetchGasStorage(client: Pick<GasApi, "getCloudEuropeGas">
   } catch (error) {
     throw unavailableOnServer(error, GAS_STORAGE_NOT_AVAILABLE, [404, 503]);
   }
-  if (board.status === "unavailable") throw new Error(GAS_STORAGE_NOT_AVAILABLE);
+  if (board.status === "unavailable") throw sourceDidNotAnswer(GAS_STORAGE_NOT_AVAILABLE);
   return board;
 }
 

package/src/plugins/builtin/power/prices-client.ts

@@ -1,4 +1,5 @@
 import { apiClient } from "../../../api-client";
+import { sourceDidNotAnswer } from "../../../api-client/errors";
 import type { CarbonBoard, CarbonHistory, EuropePowerBoard, EuropePowerHistory, PowerPriceRow } from "../../../api-client/europe-energy";
 import { createPluginCache } from "../../../data/plugin-cache";
 import { cachedCloudResource, loadCloudResource, unavailableOnServer } from "../shared/cloud-resource";
@@ -87,7 +88,7 @@ export async function fetchPowerPrices(client: Pick<PricesApi, "getCloudEuropePo
   } catch (error) {
     throw unavailableOnServer(error, POWER_PRICES_NOT_AVAILABLE, [404, 503]);
   }
-  if (board.status === "unavailable") throw new Error(POWER_PRICES_NOT_AVAILABLE);
+  if (board.status === "unavailable") throw sourceDidNotAnswer(POWER_PRICES_NOT_AVAILABLE);
   return board;
 }
 
@@ -110,7 +111,7 @@ export async function fetchCarbonPrice(client: Pick<PricesApi, "getCloudEuropeCa
   } catch (error) {
     throw unavailableOnServer(error, CARBON_PRICE_NOT_AVAILABLE, [404, 503]);
   }
-  if (board.status === "unavailable") throw new Error(CARBON_PRICE_NOT_AVAILABLE);
+  if (board.status === "unavailable") throw sourceDidNotAnswer(CARBON_PRICE_NOT_AVAILABLE);
   return board;
 }
 

package/src/plugins/builtin/realized-vol/client.ts

@@ -4,6 +4,7 @@ import type { QueryEntry } from "../../../market-data/result-types";
 import type { DataProvider } from "../../../types/data-provider";
 import type { PricePoint } from "../../../types/financials";
 import { createSurfaceDependencies, loadVolatilitySurface, type SurfaceLoaderDependencies } from "../vol-surface/client";
+import type { SurfaceSnapshot } from "../vol-surface/model";
 import { projectCurrentAtmIv, type CurrentAtmIvSnapshot } from "./model";
 import { abortable, abortError } from "../../../utils/async-deadline";
 import { errorMessage } from "../../../utils/errors";
@@ -70,7 +71,9 @@ export interface CurrentAtmIvRequest extends RealizedHistoryRequest {
  * Re-read the current reference's own expiry at the live spot: that one chain
  * is refetched and refitted, the catalogue comes from cache, and the other
  * slices of the full load are not touched. When the refreshed slice cannot
- * price an ATM level, the previous dated reference stands.
+ * price an ATM level, the refresh rejects with why ("ATM IV 31d not
+ * refreshed: ..."): the dated reference already shown stays, and the pane
+ * warns that it is not moving.
  */
 export async function refreshCurrentAtmIv(
   request: CurrentAtmIvRequest,
@@ -80,14 +83,19 @@ export async function refreshCurrentAtmIv(
   const reference = previous.reference;
   if (!reference || !(request.spot > 0) || !Number.isFinite(request.spot)) return previous;
   if (request.signal?.aborted) throw abortError(CANCELLED);
+  const notRefreshed = (reason: string) => new Error(`${reference.label} not refreshed: ${reason}`);
+  let surface: SurfaceSnapshot;
   try {
-    const next = projectCurrentAtmIv(await loadVolatilitySurface({ ...request, forceRefresh: true, expiries: [reference.expiration],
-      settings: { ivSource: reference.ivSource } }, dependencies));
-    return next.reference?.expiration === reference.expiration ? { ...previous, reference: next.reference } : previous;
+    surface = await loadVolatilitySurface({ ...request, forceRefresh: true, expiries: [reference.expiration],
+      settings: { ivSource: reference.ivSource } }, dependencies);
   } catch (error) {
     if (request.signal?.aborted || (error instanceof Error && error.name === "AbortError")) throw abortError(CANCELLED);
-    return previous;
+    throw notRefreshed(errorMessage(error));
   }
+  const next = projectCurrentAtmIv(surface);
+  if (next.reference?.expiration === reference.expiration) return { ...previous, reference: next.reference };
+  const reasons = [...new Set(surface.failures.map((failure) => failure.message))];
+  throw notRefreshed(reasons.join("; ") || "no clean quote at the money");
 }
 
 /** Options are independent of daily history and use the existing surface chain cache. */

package/src/plugins/builtin/realized-vol/evidence.ts

@@ -19,9 +19,18 @@ export interface RealizedVolEvidenceStatus {
   source: string | null;
   asOf: string | null;
   errors: string[];
+  /** The errors that are the current IV's alone: a chart missing only its IV point names that, not the symbol. */
+  ivErrors?: string[];
+  /** The windows the history is too short for: their series have no values, and the capture is whole without them. */
+  shortWindows?: number[];
   currentIv: { value: number; date: string; label: string; source: string | null; expiration: number } | null;
 }
 
+/** A series a short history leaves without values: a selected window it is too short for. */
+function shortSeries(id: string, shortWindows: readonly number[] | undefined): boolean {
+  return /^hv-\d+$/.test(id) && (shortWindows ?? []).includes(Number(id.slice(3)));
+}
+
 export interface RealizedVolEvidence extends RealizedVolEvidenceStatus {
   kind: "realized-volatility";
   version: 1;
@@ -38,7 +47,8 @@ export function realizedVolSemanticEvidence(series: readonly ResolvedSeries[], s
   const plottedValueCount = plotted.reduce((sum, entry) => sum + entry.points.filter((point) => isFiniteNumber(point.value)).length, 0);
   return { ...status, kind: "realized-volatility", version: 1, series: plotted, plottedValueCount,
     complete: !status.loading && !status.stale && status.errors.length === 0 && !!status.asOf
-      && plotted.length > 0 && plotted.every((entry) => entry.points.some((point) => isFiniteNumber(point.value)))
+      && plotted.length > 0 && plotted.some((entry) => entry.points.some((point) => isFiniteNumber(point.value)))
+      && plotted.every((entry) => shortSeries(entry.id, status.shortWindows) || entry.points.some((point) => isFiniteNumber(point.value)))
       && (!status.showIv || status.currentIv != null),
   };
 }
@@ -56,12 +66,15 @@ function readRealizedVolEvidence(value: unknown): RealizedVolEvidence | null {
     || !isFiniteNumber(value.lookbackYears) || typeof value.showIv !== "boolean" || typeof value.complete !== "boolean"
     || typeof value.loading !== "boolean" || typeof value.stale !== "boolean" || !isDateString(value.asOf)
     || !isStringArray(value.errors)
+    || (value.shortWindows !== undefined && (!Array.isArray(value.shortWindows) || !value.shortWindows.every(isFiniteNumber)))
+    || (value.ivErrors !== undefined && !isStringArray(value.ivErrors))
     || !Array.isArray(value.series) || !value.series.every((entry) => isRecord(entry) && typeof entry.id === "string"
       && typeof entry.unit === "string" && Array.isArray(entry.points) && entry.points.every((point) => isRecord(point)
         && isDateString(point.date) && (point.value === null || isFiniteNumber(point.value))))) return null;
   const evidence = value as unknown as RealizedVolEvidence;
+  // The IV point is drawn only when there is one: a chart without it matches its data, and is incomplete for it.
   const required = evidence.view === "graph" ? [...evidence.windows.map((window) => `hv-${window}`), "price",
-    ...(evidence.showIv ? ["current-iv"] : [])] : ["min", "max", "mean", "current"];
+    ...(evidence.showIv && evidence.currentIv != null ? ["current-iv"] : [])] : ["min", "max", "mean", "current"];
   if (!required.length || (evidence.view === "graph" && !evidence.windows.length)
     || evidence.series.length !== required.length || new Set(evidence.series.map((entry) => entry.id)).size !== required.length
     || required.some((id) => !evidence.series.some((entry) => entry.id === id))) return null;
@@ -75,10 +88,19 @@ function readRealizedVolEvidence(value: unknown): RealizedVolEvidence | null {
   }
   if (evidence.complete && (evidence.loading || evidence.stale || evidence.errors.length > 0
     || (evidence.showIv && !evidence.currentIv)
-    || evidence.series.some((entry) => !entry.points.some((point) => isFiniteNumber(point.value))))) return null;
+    || evidence.series.some((entry) => !shortSeries(entry.id, evidence.shortWindows) && !entry.points.some((point) => isFiniteNumber(point.value))))) return null;
   return evidence;
 }
 
+/** Drawn, current and whole but for the current IV, whose errors are the only ones. */
+function missingOnlyIv(evidence: RealizedVolEvidence): boolean {
+  const ivErrors = new Set(evidence.ivErrors ?? []);
+  return evidence.view === "graph" && evidence.showIv && evidence.currentIv == null
+    && !evidence.loading && !evidence.stale && evidence.plottedValueCount > 0
+    && evidence.errors.every((error) => ivErrors.has(error))
+    && evidence.series.every((entry) => shortSeries(entry.id, evidence.shortWindows) || entry.points.some((point) => isFiniteNumber(point.value)));
+}
+
 export const realizedVolScreenshotEvidence: PaneScreenshotEvidenceHook<RealizedVolEvidence> = {
   paneId: "realized-vol",
   kind: "realized-volatility",
@@ -98,6 +120,9 @@ export const realizedVolScreenshotEvidence: PaneScreenshotEvidenceHook<RealizedV
   },
   unavailable(evidence, { resolved, payload }) {
     const symbol = payload.financials[0]?.[0] ?? resolved.createOptions?.symbol;
-    return evidence?.complete && !evidence.loading ? [] : [symbol ?? "realized volatility"];
+    if (evidence?.complete && !evidence.loading) return [];
+    // The volatility drawn whole and only the IV point missing: the capture names the IV, not the symbol.
+    if (evidence && missingOnlyIv(evidence)) return [`${symbol ?? evidence.symbol} current ATM IV`];
+    return [symbol ?? "realized volatility"];
   },
 };

package/src/plugins/builtin/realized-vol/headless.ts

@@ -3,7 +3,7 @@ import type { HeadlessPaneDefinition } from "../../../types/plugin";
 import { createSurfaceDependencies } from "../vol-surface/client";
 import { resolveHeadlessInstrument } from "../shared/headless-market-data";
 import { createRealizedVolatilityDependencies, loadCurrentAtmIv, loadRealizedVolatilityHistory } from "./client";
-import { projectRealizedVolatility, type CurrentAtmIvSnapshot } from "./model";
+import { atmIvObservedLabel, projectRealizedVolatility, type CurrentAtmIvSnapshot } from "./model";
 import { ESTIMATOR_OPTIONS, selectedWindows } from "./settings";
 import { DAILY_CLOSES } from "../shared/report-freshness";
 import { listingAbroadVenue } from "../../../utils/sec";
@@ -69,13 +69,17 @@ export function realizedVolHeadless(initialView: "graph" | "cone"): HeadlessPane
               formatted: iv?.reference ? new Date(iv.reference.expiration * 1000).toISOString().slice(0, 10) : "--" },
             { label: "Days", value: iv?.reference?.daysToExpiry ?? null,
               formatted: iv?.reference ? String(Math.round(iv.reference.daysToExpiry)) : "--" },
-            { label: "Observed", value: iv?.reference?.date.toISOString() ?? null },
+            // To the minute, as the pane reads it; the JSON keeps the chain's read time whole.
+            { label: "Observed", value: iv?.reference?.date.toISOString() ?? null,
+              formatted: iv?.reference ? atmIvObservedLabel(iv.reference.date) : "--" },
           ] },
         ],
-        complete: model.cone.every((row) => row.current != null) && model.warnings.length === 0 && !history.stale && errors.length === 0
+        // A short history is whole: the windows it is too short for have no estimate yet, and the note says when it starts.
+        complete: model.cone.every((row) => row.current != null || model.shortWindows.includes(row.window))
+          && model.warnings.length === 0 && !history.stale && errors.length === 0
           && (!args.options.showIv || iv?.reference != null || iv?.noOptionChain === true),
         unavailableSymbols: model.history.length ? [] : [instrument.symbol], errors,
-        notes: [barsPerYearLabel(model.barsPerYear)],
+        notes: [barsPerYearLabel(model.barsPerYear), ...model.historyNote ? [model.historyNote] : []],
         metadata: { unit: "decimal annualized volatility", annualization: model.barsPerYear, model, currentIv: iv,
           ...(abroad && args.options.showIv ? { notices: [`Options data covers US listings only, so ${args.symbols[0]} has no current IV.`] } : {}),
           source: history.source, stale: history.stale, fetchedAt: history.fetchedAt,

package/src/plugins/builtin/realized-vol/model.ts

@@ -19,6 +19,24 @@ export interface RealizedVolatilityModel {
   /** What the volatility is annualised at, read from the series' own dates. */
   barsPerYear: BarsPerYear;
   warnings: string[];
+  /**
+   * The windows the history is too short for, longest last: a stock that
+   * listed in May has no 180- or 260-bar estimate yet, and nothing failed.
+   */
+  shortWindows: number[];
+  /**
+   * What a short history leaves out, said once: "History starts 2026-05-07: 121
+   * daily bars so far; the 180- and 260-bar windows need more". Null when the
+   * history covers the lookback and every window.
+   */
+  historyNote: string | null;
+}
+
+/** "the 180-bar window", "the 180- and 260-bar windows", "the 90-, 180- and 260-bar windows". */
+function windowsText(windows: readonly number[]): string {
+  if (windows.length === 1) return `the ${windows[0]}-bar window`;
+  const head = windows.slice(0, -1).map((window) => `${window}-`);
+  return `the ${head.join(", ")} and ${windows.at(-1)}-bar windows`;
 }
 
 export interface RealizedVolatilityProjectionOptions {
@@ -45,6 +63,10 @@ export function projectRealizedVolatility(
   const windows = [...new Set(options.windows ?? REALIZED_VOLATILITY_WINDOWS)]
     .filter((window) => REALIZED_VOLATILITY_WINDOWS.some((standard) => standard === window));
   const warnings: string[] = [];
+  // What follows from a history shorter than the windows and lookback asked for: notes, not failures.
+  let shortLookback = false;
+  let shortWarmup = false;
+  const shortWindows: number[] = [];
   const dates = new Map<number, PricePoint>();
   for (const point of points) {
     const date = new Date(point.date);
@@ -66,24 +88,28 @@ export function projectRealizedVolatility(
   const cone = volatilityCone(cadenceIssue ? [] : history, { estimator, lookbackYears });
   const visible = history.filter((point) => point.date.getTime() > cutoff);
   const visibleSeries = series.filter((point) => point.date.getTime() > cutoff);
-  if (history.length > 0 && history[0]!.date.getTime() > cutoff) {
-    warnings.push(`History covers less than the requested ${lookbackYears}Y lookback`);
-  }
+  if (history.length > 0 && history[0]!.date.getTime() > cutoff) shortLookback = true;
   for (const window of history.length > 0 && !cadenceIssue ? REALIZED_VOLATILITY_WINDOWS : []) {
     const result = realizedVolatilityResult(history, window, estimator);
-    if (result.reason === "insufficient-history") warnings.push(`HV${window} needs more daily history`);
+    if (result.reason === "insufficient-history") shortWindows.push(window);
     else if (result.reason) warnings.push(`HV${window} unavailable: ${result.reason.replaceAll("-", " ")}`);
   }
   const priorWarmup = history.filter((point) => point.date.getTime() <= cutoff).length;
   const requiredWarmup = estimator === "close-to-close" || estimator === "yang-zhang" ? 260 : 259;
   if (history.length > 0 && !cadenceIssue && priorWarmup < requiredWarmup) {
-    warnings.push("Long-window cone estimates do not cover the complete lookback");
+    shortWarmup = true;
   } else if (!cadenceIssue && cone.some((row) => row.sampleSize < visible.length)) {
     warnings.push("Unavailable historical estimates reduce volatility-cone sample coverage");
   }
+  const first = history[0]?.date.toISOString().slice(0, 10);
+  // Where the history starts, never read as the listing date: a source's first bar is not proof of when it listed.
+  const historyNote = !first || (!shortLookback && !shortWarmup && !shortWindows.length) ? null
+    : `History starts ${first}: ${history.length} daily bars so far; ${shortWindows.length
+      ? `${windowsText(shortWindows)} need${shortWindows.length === 1 ? "s" : ""} more`
+      : "the long windows' cone covers part of the lookback"}`;
   return { symbol: options.symbol.trim().toUpperCase(), estimator, lookbackYears, windows,
     history: visible, series: visibleSeries, cone, asOf, barsPerYear: barsPerYear(history.map((point) => point.date)),
-    warnings: [...new Set(warnings)] };
+    warnings: [...new Set(warnings)], shortWindows, historyNote };
 }
 
 interface CurrentAtmIvReference {
@@ -107,6 +133,11 @@ export interface CurrentAtmIvSnapshot {
   noOptionChain?: boolean;
 }
 
+/** When an IV was observed, to the minute in UTC (`2026-10-27 20:14 UTC`), in the pane and the report alike. */
+export function atmIvObservedLabel(date: Date): string {
+  return `${date.toISOString().slice(0, 16).replace("T", " ")} UTC`;
+}
+
 /** A LEAPS ATM IV is not comparable with a 10 to 260 session realized cone. */
 const MAX_CURRENT_ATM_IV_DAYS = 90;
 

package/src/plugins/builtin/realized-vol/pane.tsx

@@ -18,7 +18,7 @@ import { useLiveSessionRefresh } from "../shared/volatility/live-session";
 import type { RealizedVolatilityEstimator, VolatilityConeStatistics } from "../shared/volatility";
 import { loadCurrentAtmIv, loadRealizedVolatilityHistory, refreshCurrentAtmIv } from "./client";
 import type { CurrentAtmIvSnapshot } from "./model";
-import { projectRealizedVolatility } from "./model";
+import { atmIvObservedLabel, projectRealizedVolatility } from "./model";
 import { RealizedVolGraph, VolatilityConeChart } from "./charts";
 import { coneWindowDate } from "./chart-model";
 import type { RealizedVolEvidenceStatus } from "./evidence";
@@ -118,7 +118,7 @@ export function RealizedVolPane({ width, height, focused }: PaneProps) {
     priceUnit: priceSeriesUnit(quote?.currency ?? "", quote?.instrumentType), iv: showIv ? iv.data?.reference ?? null : null } : null,
   [model, quote?.currency, quote?.instrumentType, showIv, iv.data]);
   const notices = [identityError, history.error, history.data?.error, iv.error, ivRefresh.error, iv.data?.error,
-    ...(model?.warnings ?? []), ...(showIv ? iv.data?.warnings ?? [] : []),
+    ...(model?.warnings ?? []), model?.historyNote, ...(showIv ? iv.data?.warnings ?? [] : []),
     ...(showIv && symbol && !spotAvailable ? ["Current ATM IV unavailable: underlying quote is missing or stale"] : []),
   ].filter((value): value is string => !!value);
   usePaneNoticeFooter({ registrationId: "realized-vol-notices", notices: [...new Set(notices)], focused });
@@ -154,15 +154,17 @@ export function RealizedVolPane({ width, height, focused }: PaneProps) {
     role: "report-notice", label: "Chart window",
     getMetadata: () => ({ text: `Chart legend: ${legendWindow}-bar window`, key: "legendWindow", value: legendWindow }),
   } : null);
+  const ivErrors = showIv ? [...new Set([iv.error, ivRefresh.error, iv.data?.error, !iv.data?.reference ? "Current ATM IV unavailable" : null]
+    .filter((value): value is string => !!value))] : [];
   const evidence: RealizedVolEvidenceStatus = {
     symbol: model?.symbol ?? symbol ?? "", view: view === "cone" ? "cone" : "graph", estimator, legendWindow,
-    windows, lookbackYears: Number(lookback) === 2 ? 2 : 1, showIv,
+    windows, lookbackYears: Number(lookback) === 2 ? 2 : 1, showIv, shortWindows: model?.shortWindows ?? [],
     loading: history.loading || (showIv && iv.loading),
     stale: history.data?.stale ?? false, source: history.data?.source ?? null,
     asOf: model?.asOf?.toISOString() ?? null,
-    errors: [...new Set([history.error, history.data?.error, ...(model?.warnings ?? []),
-      ...(showIv ? [iv.error, ivRefresh.error, iv.data?.error, !iv.data?.reference ? "Current ATM IV unavailable" : null] : []),
-    ].filter((value): value is string => !!value))],
+    errors: [...new Set([history.error, history.data?.error, ...(model?.warnings ?? []), ...ivErrors]
+      .filter((value): value is string => !!value))],
+    ivErrors,
     currentIv: showIv && iv.data?.reference ? { value: iv.data.reference.value * 100,
       date: iv.data.reference.date.toISOString(), label: iv.data.reference.label,
       source: iv.data.reference.source, expiration: iv.data.reference.expiration } : null,
@@ -183,7 +185,7 @@ export function RealizedVolPane({ width, height, focused }: PaneProps) {
     <QueryBar width={width} filters={[
       { id: "estimator", label: "Estimator", value: estimator, options: ESTIMATOR_OPTIONS, onChange: (value: string) => setEstimator(value as RealizedVolatilityEstimator) },
       { id: "lookback", label: "Lookback", value: String(lookback), options: [{ value: "1", label: "1Y" }, { value: "2", label: "2Y" }], onChange: setLookback },
-    ]} meta={reference ? `ATM IV observed ${reference.date.toISOString().slice(0, 16).replace("T", " ")} UTC` : "Annualized %"} />
+    ]} meta={reference ? `ATM IV observed ${atmIvObservedLabel(reference.date)}` : "Annualized %"} />
     {!symbol ? <EmptyState title="Select a ticker." /> : <PaneStatusBody subject="realized volatility" loading={history.loading && !model}
       error={!model ? history.error ?? identityError ?? null : null} empty={!!model && !model.history.length}>
       {model && view === "cone" ? <>

package/src/plugins/builtin/research/event-model.ts

@@ -422,7 +422,8 @@ export function buildEventRows(
       date: dividend.exDate,
       status: "Dividend",
       period: "-",
-      detail: dividend.payDate ? `Declared, payable ${dividend.payDate}` : "Declared",
+      // A one-off beside the regular payments says so: "Declared special, payable 2026-11-25".
+      detail: `Declared${dividend.special ? " special" : ""}${dividend.payDate ? `, payable ${dividend.payDate}` : ""}`,
       value: formatDistributionAmount(dividend.amount, data?.currency ?? currency),
       tone: "positive",
     });
@@ -480,9 +481,14 @@ export function eventSourceNotice(state: EventSourceState): EventSourceNotice |
   const unavailableSections = Object.entries(state.actions?.coverage ?? {})
     .filter(([section, status]) => status === "unavailable" && (state.variant !== "earnings-estimates" || section === "earnings"))
     .map(([section]) => section);
+  // Sections and estimates that a source failed to give share one line: "Unavailable: earnings, analyst estimates (the source did not answer)".
+  const estimatesCode = !!state.estimatesError && REASON_CODE.test(state.estimatesError.trim());
+  const sharedLine = !state.actionsError && unavailableSections.length > 0 && estimatesCode;
 
   if (state.actionsError) {
-    notices.push(`${actionsLabel} unavailable: ${state.actionsError}`);
+    notices.push(`${actionsLabel} unavailable: ${sourceErrorText(state.actionsError)}`);
+  } else if (sharedLine) {
+    notices.push(`Unavailable: ${unavailableSections.join(", ")}, analyst estimates (${sourceErrorText(state.estimatesError!)})`);
   } else if (unavailableSections.length > 0) {
     notices.push(`Unavailable: ${unavailableSections.join(", ")}`);
   } else if (state.actions && !(state.variant === "earnings-estimates"
@@ -497,7 +503,7 @@ export function eventSourceNotice(state: EventSourceState): EventSourceNotice |
   if (state.estimates?.stale) notices.push(`Analyst estimates stale${state.estimates.fetchedAt ? ` (fetched ${state.estimates.fetchedAt})` : ""}`);
 
   if (state.estimatesError) {
-    notices.push(`Analyst estimates unavailable: ${state.estimatesError}`);
+    if (!sharedLine) notices.push(`Analyst estimates unavailable: ${sourceErrorText(state.estimatesError)}`);
   } else if (state.estimates && !hasAnalystEstimates(state.estimates)) {
     notices.push(`No analyst estimates for ${state.symbol}`);
   }
@@ -509,8 +515,28 @@ export function eventSourceNotice(state: EventSourceState): EventSourceNotice |
   };
 }
 
+/** A data service's reason code (UPSTREAM_ERROR) rather than words. */
+const REASON_CODE = /^[A-Z][A-Z0-9_]+$/;
+
+/**
+ * A source's failure in words: a reason code reads as what happened
+ * ("UPSTREAM_ERROR" is "the source did not answer"); a sentence stands.
+ */
+export function sourceErrorText(error: string): string {
+  const text = error.trim();
+  if (!REASON_CODE.test(text)) return text;
+  switch (text) {
+    case "TIMEOUT": return "the source timed out";
+    case "NOT_FOUND":
+    case "NO_DATA": return "the source has none for this symbol";
+    case "RATE_LIMITED": return "the source is busy, try again shortly";
+    default: return "the source did not answer";
+  }
+}
+
 function hasCorporateActionRows(data: CorporateActionsData): boolean {
-  return data.dividends.length > 0 || data.splits.length > 0 || data.earnings.length > 0;
+  // A declared dividend is a row too: AIOK's $3.50 special with nothing paid yet.
+  return data.dividends.length > 0 || data.splits.length > 0 || data.earnings.length > 0 || declaredDividends(data).length > 0;
 }
 
 function hasAnalystEstimates(data: AnalystResearchData): boolean {

package/src/plugins/builtin/research/index.tsx

@@ -6,6 +6,8 @@ import { CorporateActionsView } from "./corporate-actions-pane";
 import { EquityDiagnosticView } from "./equity-diagnostic-pane";
 import { RelativeValuationPane } from "./relative-valuation-pane";
 import { relativeValuationHeadless } from "./relative-valuation-headless";
+import { AUTO_PEERS_SETTING, relativeValuationTitle } from "./relative-valuation-peers";
+import { buildRelativeValuationSettingsDef, MAX_RELATIVE_VALUATION_TICKERS } from "./relative-valuation-settings";
 import { analystResearchHeadless } from "./analyst-headless";
 import { eventsHeadless } from "./events-headless";
 import { earningsEstimatesHeadless } from "./headless";
@@ -95,6 +97,7 @@ export const researchModule: PluginModule = {
       defaultMode: "floating",
       defaultFloatingSize: { width: 104, height: 24 },
       tableExport: true,
+      settings: buildRelativeValuationSettingsDef,
     },
     {
       id: "earnings-estimates",
@@ -168,14 +171,15 @@ export const researchModule: PluginModule = {
         try {
           symbols = options?.symbols?.length
             ? options.symbols
-            : parseTickerListInput(options?.arg ?? context.activeTicker ?? "", 12);
+            : parseTickerListInput(options?.arg ?? context.activeTicker ?? "", MAX_RELATIVE_VALUATION_TICKERS);
         } catch {
           return null;
         }
         return {
-          title: `RV ${formatTickerListInput(symbols)}`,
+          title: relativeValuationTitle(symbols, null),
           placement: "floating",
-          settings: { symbols, symbolsText: formatTickerListInput(symbols) },
+          // One ticker is compared with the peers `--peers` picks, which the pane finds once it opens.
+          settings: { symbols, symbolsText: formatTickerListInput(symbols), ...(symbols.length === 1 ? { [AUTO_PEERS_SETTING]: true } : {}) },
         };
       },
     },

package/src/plugins/builtin/research/relative-valuation-headless.ts

@@ -8,11 +8,10 @@ import {
   RELATIVE_VALUATION_STALE_FUNDAMENTALS_NOTICE, RELATIVE_VALUATION_STALE_QUOTE_NOTICE, relativeValuationValues, type RelativeValuationGapKey,
 } from "./relative-valuation-model";
 import { paneSchemas } from "./headless-schema";
-import { isRecord } from "../../../utils/guards";
-import { errorMessage } from "../../../utils/errors";
-import { notATickerSymbol } from "../../../sources/provider-errors";
 import { resolveCurrencyUnit } from "../../../utils/currency-units";
-import { pickPeers, peerMethodTitle, type PeerSelection } from "./relative-valuation-peers";
+import {
+  AUTO_PEERS_SETTING, findPeers, peerMethodTitle, peerSelectionOf, PEER_SELECTION_SETTING, relativeValuationTitle, type PeerSelection,
+} from "./relative-valuation-peers";
 import { extraColumns, extraColumnsBasis, loadExtraColumns, parseExtraColumns } from "./relative-valuation-columns";
 import { fundamentalsBasisParts } from "./relative-valuation-basis";
 import { conversionNote, convertMarketCaps, loadFxLegs } from "./relative-valuation-currency";
@@ -103,33 +102,14 @@ const VALUATION_COLUMNS: HeadlessPaneColumn[] = [
   })),
 ];
 
-/** Peers `--peers` chose, as the expansion left them in the settings or the load picked them. */
-function peerSelectionOf(value: unknown, symbols: readonly string[]): PeerSelection | null {
-  if (!isRecord(value) || typeof value.subject !== "string" || !Array.isArray(value.peers)) return null;
-  const selection = value as unknown as PeerSelection;
-  const expected = [selection.subject, ...selection.peers];
-  return expected.length === symbols.length && expected.every((symbol, index) => symbol.toUpperCase() === symbols[index]?.toUpperCase())
-    ? selection : null;
-}
-
 /** The peers of the one symbol `--peers` was given; several symbols are already a peer list. */
 async function choosePeers(symbols: readonly string[], ctx: HeadlessPaneContext): Promise<PeerSelection> {
   if (symbols.length !== 1) {
     throw new Error(`--peers picks the peers of one symbol, such as RV ${symbols[0] ?? "DUOL"} --peers; with several symbols, leave it out.`);
   }
-  const subject = symbols[0]!;
-  const financials = await loadHeadlessFinancials(ctx, subject).catch((error: unknown) => {
-    ctx.signal.throwIfAborted();
-    // A word that is no ticker is said as `fn RV duolingo lrn` says it, which the CLI follows with the search to run.
-    if (notATickerSymbol(errorMessage(error))) throw error;
-    // Any other failure leaves the peers to what the symbol alone places (a curated core's member).
-    return null;
-  });
-  return pickPeers(subject, financials, ctx);
+  return findPeers(symbols[0]!, ctx);
 }
 
-const PEER_SELECTION_SETTING = "peerSelection";
-
 export const relativeValuationHeadless: HeadlessPaneDefinition<"rows"> = {
   ...paneSchemas["relative-valuation-pane"],
   // What Ask Gloom reads. The template's "across peers" never said this is where a list of holdings' P/E is.
@@ -149,9 +129,12 @@ export const relativeValuationHeadless: HeadlessPaneDefinition<"rows"> = {
     return {
       argument: [selection.subject, ...selection.peers].join(", "),
       settings: { [PEER_SELECTION_SETTING]: selection },
-      title: `RV ${selection.subject} + ${peerMethodTitle(selection, { automatic: true })}`,
+      title: relativeValuationTitle([], selection),
     };
   },
+  // The app adds the peers of a pane opened on one ticker; a capture draws the tickers given, as the report does,
+  // unless --peers widened them.
+  shotState: (args) => args.options.peers === true ? {} : { settings: { [AUTO_PEERS_SETTING]: false } },
   async load(args, ctx) {
     // --peers picked in advance (fn and shot) reads the same peers; any other caller picks them here.
     const preset = args.options.peers === true ? peerSelectionOf(ctx.settings?.[PEER_SELECTION_SETTING], args.symbols) : null;