gloomberb 0.19.1 → 0.19.3

package/src/plugins/builtin/earnings-calls/pane.tsx

@@ -1,8 +1,5 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
-import type {
-  CloudEarningsCallPayload,
-  CloudEarningsTranscriptPayload,
-} from "../../../api-client";
+import type { CloudEarningsCallPayload } from "../../../api-client";
 import { recordResearchActivity } from "../../../api-client/research-activity";
 import {
   DataTableStackView,
@@ -49,7 +46,11 @@ import {
   loadEarningsCalls,
   loadTranscript,
   statusOf,
+  type EarningsTranscriptResult,
 } from "./data";
+import { isPermanentClientError } from "../../../api-client/errors";
+import { savedCopyFooterInfo } from "../../../components/layout/pane/footer";
+import { STALE_SEGMENT } from "../../../components/layout/pane/status-footer";
 import { callPeriod, callTitle, eventLabelOf, formatCallDate, formatDuration, formatSentiment } from "./format";
 import { findCallForQuarter, findInLines, MIN_FIND_LENGTH, turnParagraphs } from "./model";
 import { READER_TABS, TranscriptView, type ReaderTab, type TranscriptPlayback } from "./transcript-view";
@@ -148,6 +149,8 @@ interface TickerLookup {
   calls: CloudEarningsCallPayload[];
   fetchedAt?: number;
   stale?: boolean;
+  /** Its refresh failed and the copy saved at this time (ms) answered instead. */
+  savedAt?: number;
   refreshError?: string;
   refreshRequest?: number;
 }
@@ -280,6 +283,8 @@ function CallsListView({
   const [stale, setStale] = useState(initialShelf?.stale === true);
   // The company's home line the shelf is read from, for a receipt or a foreign line.
   const [companyFrom, setCompanyFrom] = useState(initialShelf?.companyFrom ?? null);
+  // The list's refresh failed and a copy saved at this time (ms) answered instead.
+  const [listSavedAt, setListSavedAt] = useState<number | null>(null);
   const [listFetchedAt, setListFetchedAt] = useState(initialShelf?.fetchedAt ?? 0);
   const listRequestVersion = useRef(0);
   const [listCompletedRequest, setListCompletedRequest] = useState(0);
@@ -292,7 +297,7 @@ function CallsListView({
 
   const [selectedId, setSelectedId] = usePluginPaneState<string | null>(`${stateKey}selectedId`, null);
   const [detailOpen, setDetailOpen] = usePluginPaneState<boolean>(`${stateKey}detailOpen`, false);
-  const [transcript, setTranscript] = useState<CloudEarningsTranscriptPayload | null>(null);
+  const [transcript, setTranscript] = useState<EarningsTranscriptResult | null>(null);
   useEffect(() => {
     if (focused && transcript && detailOpen) recordResearchActivity("pro_feature_used", "transcripts");
   }, [focused, transcript, detailOpen]);
@@ -344,10 +349,12 @@ function CallsListView({
           setHasMore(result.sourceLimitReached === true);
           setStale(result.stale);
           setCompanyFrom(result.companyFrom ?? null);
+          setListSavedAt(result.savedAt ?? null);
           setListFetchedAt(result.fetchedAt);
           setListPending(result.pending === true && result.calls.length === 0);
+          // A saved copy says when it was saved, in the footer, rather than why the refresh failed.
           setListError(
-            result.refreshError ? { message: result.refreshError, status: result.errorStatus } : null,
+            result.refreshError && result.savedAt == null ? { message: result.refreshError, status: result.errorStatus } : null,
           );
           setListStatus("loaded");
           setListCompletedRequest(request);
@@ -357,6 +364,7 @@ function CallsListView({
           setListPending(false);
           setHasMore(false);
           setNextOffset(0);
+          setListSavedAt(null);
           setListError({
             message: error instanceof Error ? error.message : String(error),
             status: statusOf(error),
@@ -415,6 +423,7 @@ function CallsListView({
     setListPending(held?.pending === true && held.calls.length === 0);
     setStale(held?.stale === true);
     setCompanyFrom(held?.companyFrom ?? null);
+    setListSavedAt(null);
     setListFetchedAt(held?.fetchedAt ?? 0);
     setListError(null);
     setLookup(null);
@@ -482,19 +491,22 @@ function CallsListView({
             calls: result.calls,
             fetchedAt: result.fetchedAt,
             stale: result.stale,
-            refreshError: result.refreshError,
+            savedAt: result.savedAt,
+            refreshError: result.savedAt == null ? result.refreshError : undefined,
             refreshRequest,
           });
         })
         .catch((error: unknown) => {
           if (cancelled) return;
-          const retainRows = ![401, 402, 403].includes(statusOf(error) ?? 0);
+          // A refusal asking again will not change clears the rows; a passing failure keeps them.
+          const retainRows = !isPermanentClientError(error);
           setLookup((current) => ({
             ticker: lookupTicker,
             status: "error",
             calls: retainRows && current?.ticker === lookupTicker ? current.calls : [],
             fetchedAt: retainRows && current?.ticker === lookupTicker ? current.fetchedAt : undefined,
             stale: retainRows && current?.ticker === lookupTicker && current.calls.length > 0,
+            savedAt: retainRows && current?.ticker === lookupTicker ? current.savedAt : undefined,
             refreshError: error instanceof Error ? error.message : String(error),
             refreshRequest,
           }));
@@ -864,15 +876,14 @@ function CallsListView({
         }
       }
       const visibleLookup = lookup && (lookup.ticker === lookupTicker || (detailOpen && selected?.ticker === lookup.ticker)) ? lookup : null;
-      if (visibleLookup?.stale) {
-        info.push({ id: "lookup-stale", parts: [{ text: `${visibleLookup.ticker} stale cache`, tone: "warning" }] });
-      }
       if (visibleLookup?.refreshError && lookupState !== "error") {
         info.push({ id: "lookup-error", parts: [{ text: `${visibleLookup.ticker}: ${visibleLookup.refreshError}`, tone: "warning" }] });
       }
-      if (stale) {
-        info.push({ id: "stale", parts: [{ text: "stale cache", tone: "warning" }] });
-      }
+      // What a failed refresh left on screen: a saved copy says when it was saved; a list
+      // held from an earlier session, still refreshing, is only stale.
+      const savedCopy = savedCopyFooterInfo([listSavedAt, visibleLookup?.savedAt, readerOpen ? selectedTranscript?.savedAt : null]);
+      info.push(...savedCopy);
+      if (stale && listSavedAt == null) info.push(STALE_SEGMENT);
       if (listError) {
         info.push({ id: "error", parts: [{ text: listError.message, tone: "warning" }] });
       }
@@ -911,6 +922,8 @@ function CallsListView({
       lookupTicker,
       lookup,
       stale,
+      listSavedAt,
+      selectedTranscript,
       listError,
       proRequired,
       transcriptProRequired,

package/src/plugins/builtin/earnings-ripple/client.ts

@@ -4,8 +4,8 @@ import { DEFAULT_GRAPH_OPTIONS, type GraphOptions, type GraphPayload } from "../
 import { errorMessage } from "../../../utils/errors";
 import { addDays, newYorkToday } from "../earnings/board-model";
 import { loadEarningsBoard } from "../earnings/client";
-import { loadSupplyChain } from "../supply-chain/client";
-import { cachedGraph, loadGraph } from "../supply-chain/graph-client";
+import { loadSupplyChain, loadSupplyChainsAhead } from "../supply-chain/client";
+import { cachedGraph, loadGraph, loadGraphsAhead } from "../supply-chain/graph-client";
 import { projectRipple, projectSecondHop, rippleCompanyTickers, RIPPLE_DAYS, secondHopLinks, type RippleRow, type SecondHopRow } from "./model";
 
 export interface RippleSources {
@@ -13,6 +13,10 @@ export interface RippleSources {
   calendar(query: EarningsCalendarQuery): Promise<EarningsCalendarPayload>;
   /** SPLC's graph, which returns both hops around a holding in one call. Absent when the account sees one hop only. */
   graph?(symbol: string, options: GraphOptions): Promise<GraphPayload>;
+  /** Reads every holding's disclosures ahead in batch requests, for `supplyChain` to find. */
+  supplyChainsAhead?(symbols: readonly string[]): Promise<void>;
+  /** Reads these holdings' graphs ahead in batch requests, for `graph` to find. */
+  graphsAhead?(symbols: readonly string[], options: GraphOptions): Promise<void>;
 }
 
 /**
@@ -60,14 +64,29 @@ export interface RippleSnapshot {
  */
 export function cachedRippleSources(accessKey: string, force = false, graph: "off" | "load" | "cached" = "off"): RippleSources & { staleFlags: boolean[] } {
   const staleFlags: boolean[] = [];
+  // A forced read takes what this refresh read ahead as fresh.
+  const chainsAhead = new Set<string>();
+  const graphsAhead = new Set<string>();
   return {
     staleFlags,
-    supplyChain: async (symbol) => { const result = await loadSupplyChain(symbol, accessKey, force); staleFlags.push(result.stale); return result.payload; },
+    supplyChainsAhead: async (symbols) => {
+      for (const symbol of await loadSupplyChainsAhead(symbols, accessKey, force)) chainsAhead.add(symbol);
+    },
+    supplyChain: async (symbol) => {
+      const result = await loadSupplyChain(symbol, accessKey, force && !chainsAhead.has(symbol.toUpperCase()));
+      staleFlags.push(result.stale);
+      return result.payload;
+    },
     calendar: async (query) => { const result = await loadEarningsBoard(query, force); staleFlags.push(result.stale); return result.payload; },
     // Cached by the full query, apart from SPLC Graph's default one.
     ...(graph !== "off" ? { graph: async (symbol: string, options: GraphOptions) => {
       const cached = graph === "cached" ? cachedGraph(symbol, "", options, accessKey) : null;
-      const result = cached ?? await loadGraph(symbol, "", options, accessKey, force); staleFlags.push(result.stale); return result.payload;
+      const result = cached ?? await loadGraph(symbol, "", options, accessKey, force && !graphsAhead.has(symbol.toUpperCase()));
+      staleFlags.push(result.stale);
+      return result.payload;
+    } } : {}),
+    ...(graph === "load" ? { graphsAhead: async (symbols: readonly string[], options: GraphOptions) => {
+      for (const symbol of await loadGraphsAhead(symbols, options, accessKey, force)) graphsAhead.add(symbol);
     } } : {}),
   };
 }
@@ -84,8 +103,12 @@ async function eachLimited(symbols: readonly string[], load: (symbol: string) =>
 const locked = () => ({ graphs: new Map<string, GraphPayload>(), failures: [] as Failure[], locked: true });
 const isPreview = (graphs: ReadonlyMap<string, GraphPayload>) => [...graphs.values()].some((graph) => graph.access === "preview");
 
-/** One graph call per holding. The first answer says whether the account sees two hops; a one-hop preview skips the rest. */
-async function loadGraphs(holdings: readonly string[], graph: NonNullable<RippleSources["graph"]>) {
+/**
+ * One graph per holding. The first answer says whether the account sees two
+ * hops; a one-hop preview skips the rest, which are otherwise read ahead in
+ * batch requests.
+ */
+async function loadGraphs(holdings: readonly string[], graph: NonNullable<RippleSources["graph"]>, ahead?: RippleSources["graphsAhead"]) {
   const graphs = new Map<string, GraphPayload>();
   const failures: Failure[] = [];
   const load = async (symbol: string) => {
@@ -95,6 +118,7 @@ async function loadGraphs(holdings: readonly string[], graph: NonNullable<Ripple
   const [first, ...rest] = holdings;
   if (first) await load(first);
   if (isPreview(graphs)) return locked();
+  await ahead?.(rest, RIPPLE_GRAPH_OPTIONS);
   await eachLimited(rest, load);
   // Only when the first holding failed can a preview get this far.
   if (isPreview(graphs)) return locked();
@@ -107,11 +131,12 @@ export async function loadRipple(holdings: readonly string[], sources: RippleSou
   const symbols = [...new Set(holdings.map((symbol) => symbol.toUpperCase()))];
   const chains = new Map<string, SupplyChainPayload>();
   const failures: Failure[] = [];
+  await sources.supplyChainsAhead?.(symbols);
   await eachLimited(symbols, async (symbol) => {
     try { chains.set(symbol, await sources.supplyChain(symbol)); }
     catch (error) { failures.push({ symbol, error: errorMessage(error) }); }
   });
-  const second = !secondHop ? null : sources.graph ? await loadGraphs(symbols, sources.graph) : locked();
+  const second = !secondHop ? null : sources.graph ? await loadGraphs(symbols, sources.graph, sources.graphsAhead) : locked();
   const graphs = second?.graphs ?? new Map<string, GraphPayload>();
   const companies = [...rippleCompanyTickers(chains), ...secondHopLinks(chains, graphs).map((link) => link.company.ticker!.toUpperCase())];
   const reports: EarningsCalendarPayload["reports"] = [];

package/src/plugins/builtin/earnings-ripple/index.tsx

@@ -1,7 +1,6 @@
 import type { PluginModule } from "../plugin-module";
 import { formatTickerListInput, parseTickerListInput } from "../../../tickers/list";
 import { earningsRippleHeadless } from "./headless";
-import { EarningsRipplePane } from "./pane";
 
 function namedSymbols(arg: string | undefined): string[] {
   try { return arg?.trim() ? parseTickerListInput(arg) : []; } catch { return []; }
@@ -9,7 +8,7 @@ function namedSymbols(arg: string | undefined): string[] {
 
 export const earningsRippleModule: PluginModule = {
   panes: [{
-    id: "earnings-ripple", name: "Earnings Ripple", icon: "E", component: EarningsRipplePane,
+    id: "earnings-ripple", name: "Earnings Ripple", icon: "E", get component(): typeof import("./pane").EarningsRipplePane { const { EarningsRipplePane } = require("./pane"); return EarningsRipplePane; },
     defaultPosition: "right", defaultMode: "floating", defaultFloatingSize: { width: 96, height: 20 },
     tableExport: true,
     // Without named tickers it lists what is in the person's portfolios.

package/src/plugins/builtin/econ/calendar-model.ts

@@ -256,17 +256,40 @@ export function econEventName(event: Pick<EconEvent, "country" | "event" | "actu
 /** Letters and digits only, lower case: "Non-Farm" and "nonfarm" read alike. */
 const compactName = (text: string) => text.toLowerCase().replace(/[^a-z0-9]+/g, "");
 
+/** Words an initialism leaves out: the U.S. Department of Agriculture is USDA. */
+const INITIALISM_SKIPS = new Set(["of", "the", "and", "for", "on", "in"]);
+
+/**
+ * The ways a row's publisher is written, compacted: its name, its initials
+ * ("usda" for the U.S. Department of Agriculture, "bls" for the Bureau of
+ * Labor Statistics) and the name of its site (usda.gov).
+ */
+function publisherNames(source: EconEvent["source"]): string[] {
+  if (!source?.name?.trim()) return [];
+  const initials = source.name.split(/[\s.,&/()-]+/).filter((word) => word && !INITIALISM_SKIPS.has(word.toLowerCase()))
+    .map((word) => word[0]!).join("");
+  let site = "";
+  try {
+    site = source.url ? new URL(source.url).hostname.replace(/^www\./i, "").split(".")[0] ?? "" : "";
+  } catch {
+    // Intentional ignore: a publisher's address that does not parse leaves its name and initials.
+  }
+  return [source.name, initials, site].map(compactName).filter(Boolean);
+}
+
 /**
- * Whether a row's name carries every word of `query`, case, spaces and
- * punctuation aside: `nonfarm` finds Non Farm Payrolls and Non-Farm
- * Employment Change, `fed funds` the Federal Funds Rate. The name shown and the
- * feed's own are both read.
+ * Whether a row carries every word of `query` in its name or its publisher's,
+ * case, spaces and punctuation aside: `nonfarm` finds Non Farm Payrolls and
+ * Non-Farm Employment Change, `fed funds` the Federal Funds Rate, and `usda`
+ * every row the U.S. Department of Agriculture publishes. The name shown and
+ * the feed's own are both read.
  */
-export function matchesEventSearch(event: Pick<EconEvent, "country" | "event" | "actual" | "forecast" | "prior">, query: string): boolean {
+export function matchesEventSearch(event: Pick<EconEvent, "country" | "event" | "actual" | "forecast" | "prior" | "source">, query: string): boolean {
   const words = query.split(/\s+/).map(compactName).filter(Boolean);
   if (words.length === 0) return true;
   const names = [event.event, econEventName(event)].map(compactName);
-  return names.some((name) => words.every((word) => name.includes(word)));
+  const publisher = publisherNames(event.source);
+  return names.some((name) => words.every((word) => name.includes(word) || publisher.some((text) => text.includes(word))));
 }
 
 /**

package/src/plugins/builtin/econ/detail-view.tsx

@@ -18,6 +18,8 @@ import {
   type StatItem,
 } from "../../../components";
 import { spanDigits } from "../../../components/chart-table";
+import { savedCopyFooterInfo } from "../../../components/layout/pane/footer";
+import { isPermanentClientError } from "../../../api-client/errors";
 import { getTableWidth, hasMeaningfulTableHorizontalOverflow } from "../../../components/ui/table-layout";
 import type { CompositeAxisDomain } from "../../../components/chart/composite/types";
 import {
@@ -123,6 +125,8 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
   const [loading, setLoading] = useState(false);
   const [error, setError] = useState<string | null>(null);
   const [freshnessWarning, setFreshnessWarning] = useState<string | null>(null);
+  // The history's refresh failed and the copy saved at this time (ms) answered instead.
+  const [savedAt, setSavedAt] = useState<number | null>(null);
   const [data, setData] = useState<FredSeriesData | null>(null);
   // Null follows the latest period.
   const [selectedDate, setSelectedDate] = useState<string | null>(null);
@@ -146,6 +150,7 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
       setLoading(false);
       setError(null);
       setFreshnessWarning(null);
+      setSavedAt(null);
       return;
     }
 
@@ -156,6 +161,7 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
         setLoading(false);
         setError(null);
         setFreshnessWarning(null);
+        setSavedAt(null);
         return;
       }
     } else {
@@ -165,6 +171,7 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
     setLoading(true);
     setError(null);
     setFreshnessWarning(null);
+    setSavedAt(null);
 
     loadCachedFredSeries(
       request,
@@ -174,12 +181,18 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
       }),
     )
       .then((entry) => {
+        // A refusal or a reply that fails validation is thrown by the load, never covered by a saved copy.
+        const saved = entry.source === "stale-fallback";
         setData(entry.data);
-        setFreshnessWarning(entry.stale
-          ? `Cached ${new Date(entry.fetchedAt).toISOString().slice(0, 10)} · refresh failed`
+        // A copy a failed refresh left says when it was saved, in the footer as every pane does;
+        // a series its source has not updated since is a note.
+        setSavedAt(saved ? entry.fetchedAt : null);
+        setFreshnessWarning(entry.stale && !saved
+          ? `Source not updated since ${new Date(entry.fetchedAt).toISOString().slice(0, 10)}.`
           : null);
       })
       .catch((err) => {
+        if (isPermanentClientError(err)) setData(null);
         setError(err instanceof Error ? err.message : String(err));
       })
       .finally(() => {
@@ -199,6 +212,7 @@ export function EconDetailView({ event, width, height, focused }: EconDetailView
   // which asks which one when there are several.
   const openTickerChoice = useOpenTickerChoice();
   const relatedTickers = useMemo(() => mapping?.relatedTickers ?? [], [mapping]);
+  usePaneFooter("econ-detail:saved", () => ({ info: savedCopyFooterInfo([savedAt]) }), [savedAt]);
   usePaneFooter("econ-detail:related", () => relatedTickers.length > 0 ? {
     hints: [{
       id: "related",

package/src/plugins/builtin/econ-statistics/index.tsx

@@ -2,7 +2,6 @@ import type { PluginModule } from "../plugin-module";
 import { statsCache } from "./cache";
 import { STAT_CATEGORIES } from "./defs";
 import { econStatisticsHeadless } from "./headless";
-import { EconStatisticsPane } from "./pane";
 import { resolveStatArg, STATS, DEFAULT_STAT_ID } from "./stats";
 
 
@@ -13,7 +12,7 @@ export const econStatisticsModule: PluginModule = {
     id: ECON_STATISTICS_PANE_ID,
     name: "Economic Statistics",
     icon: "E",
-    component: EconStatisticsPane,
+    get component(): typeof import("./pane").EconStatisticsPane { const { EconStatisticsPane } = require("./pane"); return EconStatisticsPane; },
     defaultPosition: "right",
     defaultMode: "floating",
     defaultFloatingSize: { width: 120, height: 36 },

package/src/plugins/builtin/equity-screener/client.ts

@@ -21,7 +21,7 @@ const savedPath = (id: string) => `saved/${encodeURIComponent(id)}`;
 export const screenerApi = {
   query: (query: ScreenQuery, signal?: AbortSignal, client: ScreenerClient = apiClient) =>
     client.equityScreener<ScreenPayload>("query", json("POST", query, { signal })),
-  fields: (signal?: AbortSignal) => apiClient.equityScreener<ScreenFieldsResponse>("fields?include=social,research,attention,hiring-apps,kpis,volatility,dividends,technical,option-volatility,ownership", { signal }),
+  fields: (signal?: AbortSignal) => apiClient.equityScreener<ScreenFieldsResponse>("fields?include=social,research,attention,hiring-apps,kpis,volatility,dividends,technical,option-volatility,ownership,quality", { signal }),
   export: (definition: ScreenDefinition, snapshotId: string) =>
     apiClient.equityScreener<ScreenExportResponse>("export", json("POST", { ...definition, snapshotId }, { headers: { Accept: "application/json" } })),
   saved: async (signal?: AbortSignal, client: ScreenerClient = apiClient) =>

package/src/plugins/builtin/equity-screener/headless.ts

@@ -251,6 +251,7 @@ export const equityScreenerHeadless: HeadlessPaneDefinition<"bundle"> = {
       "IV percentile is the share of the past 52 weeks' options closes with IV30 below the latest; IV30 changes are in volatility points (25% to 27% is +2). IV fields with no close in five days are unavailable. HV20 is 20-session realized volatility, annualized, and HV rank places it between its 52-week low and high.",
       "Technical fields (RSI, moving averages, MACD and golden crosses, new highs and lows, Bollinger width) read US listings' completed daily sessions: they describe the last close, not the session in progress. A days-since field counts trading days, 0 at the last session.",
       "Shares outstanding, float, short % of float and institutional ownership cover US filers: the 10-K or 10-Q cover count, the stored statistics float, the FINRA settlement, the 13F quarter. The source does not say when it measured the float, so float and short % of float are partial, dated by when the statistics were retrieved (within 30 days) and never above the dated shares outstanding. A stale or inconsistent input leaves a field unavailable with its reason. Institutional ownership is over the balance-sheet count at the 13F quarter end; over 100% is partial with its reason.",
+      "ROIC, FCF yield, net debt / EBITDA and debt / equity read FA's latest annual column: the trailing four quarters, or the fiscal year when those quarters are it. Revenue and EPS CAGRs run from the latest fiscal year back 3 or 5 years, both years from the stored statements or both from the SEC filings (US filers), never one of each. Forward growth is the consensus EE shows for the fiscal year in progress. N/M where FA prints it: EBITDA, equity, invested capital or a base year at or below zero.",
     ],
   },
   async load(args, ctx) {

package/src/plugins/builtin/equity-screener/ideas.ts

@@ -23,7 +23,10 @@ const idea = (
   definition: { version: 1, currency: "USD", criteria: [...criteria, TRADED], sort },
 });
 
-/** Technical ideas, read at the last completed session. */
+/**
+ * Technical ideas, read at the last completed session, then fundamental ones, read on `FA`'s bases (the trailing four
+ * quarters, or the latest fiscal year when those quarters are that year) and `EE`'s consensus.
+ */
 export const SCREEN_IDEAS: ScreenIdea[] = [
   idea("oversold-uptrend", "Oversold in an uptrend", [
     { field: "rsi14", op: "lte", value: 30 },
@@ -43,6 +46,32 @@ export const SCREEN_IDEAS: ScreenIdea[] = [
     { field: "macdBullishCrossDays", op: "lte", value: 3 },
     { field: "priceVsSma200Percent", op: "gt", value: 0 },
   ], { field: "macdBullishCrossDays", direction: "asc" }),
+  // A free cash flow yield of 6% or more, about twice the S&P 500's; EV / EBITDA of 10x or less, under the index's
+  // long-run 12x or so; net debt within 3x EBITDA, about where investment grade ends, so a cheap price is not a
+  // stretched balance sheet. Highest yield first.
+  idea("value", "Value", [
+    { field: "fcfYieldPercent", op: "gte", value: 6 },
+    { field: "evToEbitda", op: "lte", value: 10 },
+    { field: "netDebtToEbitda", op: "lte", value: 3 },
+  ], { field: "fcfYieldPercent", direction: "desc" }),
+  // A return on invested capital of 15% or more, above any company's cost of capital; net debt within 2x EBITDA;
+  // revenue compounding at 5% a year or more over five years; free cash flow above zero. Highest return first.
+  idea("quality", "Quality", [
+    { field: "roicPercent", op: "gte", value: 15 },
+    { field: "netDebtToEbitda", op: "lte", value: 2 },
+    { field: "revenueCagr5YPercent", op: "gte", value: 5 },
+    { field: "fcfYieldPercent", op: "gt", value: 0 },
+  ], { field: "roicPercent", direction: "desc" }),
+  // Growth at a reasonable price: consensus EPS growth of 10% to 25% for the fiscal year in progress (Peter Lynch's
+  // range; faster rarely lasts) on a three-year record of 10% a year or more; a forward P/E of 20x or less, so the
+  // price stays within twice the growth; ROIC of 10% or more, so the growth is earned, not a recovery from a loss.
+  // Fastest growth first.
+  idea("garp", "GARP", [
+    { field: "forwardEpsGrowthPercent", op: "between", value: [10, 25] },
+    { field: "epsCagr3YPercent", op: "gte", value: 10 },
+    { field: "forwardPE", op: "lte", value: 20 },
+    { field: "roicPercent", op: "gte", value: 10 },
+  ], { field: "forwardEpsGrowthPercent", direction: "desc" }),
 ];
 
 export const screenIdea = (id: string | undefined): ScreenIdea | undefined =>

package/src/plugins/builtin/equity-screener/index.tsx

@@ -1,6 +1,5 @@
 import type { PluginModule } from "../plugin-module";
 import { equityScreenerHeadless } from "./headless";
-import { EquityScreenerPane } from "./pane";
 
 export const equityScreenerModule: PluginModule = {
   panes: [
@@ -8,7 +7,7 @@ export const equityScreenerModule: PluginModule = {
       id: "equity-screener",
       name: "Equity Screener",
       icon: "S",
-      component: EquityScreenerPane,
+      get component(): typeof import("./pane").EquityScreenerPane { const { EquityScreenerPane } = require("./pane"); return EquityScreenerPane; },
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 108, height: 30 },

package/src/plugins/builtin/equity-screener/model.ts

@@ -6,6 +6,7 @@ import {
   NUMERIC_FIELDS,
   OPTION_VOLATILITY_FIELDS,
   OWNERSHIP_FIELDS,
+  QUALITY_FIELDS,
   RESEARCH_FIELDS,
   KPI_FIELDS,
   SOCIAL_FIELDS,
@@ -126,6 +127,16 @@ export const SHORT_LABELS: Record<NumericField, string> = {
   floatShares: "FLOAT",
   shortPercentOfFloat: "SI % FLOAT",
   institutionalOwnershipPercent: "INST OWN%",
+  roicPercent: "ROIC%",
+  fcfYieldPercent: "FCF YLD%",
+  netDebtToEbitda: "ND/EBITDA",
+  debtToEquity: "D/E",
+  revenueCagr3YPercent: "REV CAGR 3Y%",
+  revenueCagr5YPercent: "REV CAGR 5Y%",
+  epsCagr3YPercent: "EPS CAGR 3Y%",
+  epsCagr5YPercent: "EPS CAGR 5Y%",
+  forwardRevenueGrowthPercent: "FWD REV GR%",
+  forwardEpsGrowthPercent: "FWD EPS GR%",
   hiringOpenRoles: "OPEN ROLES",
   hiringNetAddsWeek: "NET ROLES/WK",
   hiringRemotePercent: "REMOTE%",
@@ -138,7 +149,8 @@ export const SHORT_LABELS: Record<NumericField, string> = {
 const COMPACT = new Set<NumericField>(["kpiArr", "kpiRpo", "kpiCrpo", "kpiSubscribers", "kpiDau", "kpiMau", "kpiGmv", "kpiStores", "kpiBacklog", "marketCap", "volume", "averageVolume20d", "shortInterestShares", "sharesOutstanding", "floatShares"]);
 /** Daily counts: whole numbers below a thousand, compact above. */
 const DAILY_COUNTS = new Set<NumericField>(["xPostsPerDay", "wikiViewsPerDay"]);
-const RATIOS = new Set<NumericField>(["kpiBookToBill", "xPostsVsMedian", "wikiViewsVsMedian", "priceToBook", "evToEbitda", "ivToHv"]);
+const RATIOS = new Set<NumericField>(["kpiBookToBill", "xPostsVsMedian", "wikiViewsVsMedian", "priceToBook", "evToEbitda", "ivToHv",
+  "netDebtToEbitda", "debtToEquity"]);
 const RETURNS: NumericField[] = ["return1WPercent", "return1MPercent", "return3MPercent", "returnYtdPercent", "return1YPercent"];
 const SIGNED = new Set<NumericField>(["hiringNetAddsWeek", "hiringZScore", "appRankVelocity7d", "appRatingDrift7d", "appRatingCountGrowth7d",
   "guideRevenueChangePercent", "guideEpsChangePercent", "kpiSameStoreSalesPercent",
@@ -147,6 +159,8 @@ const SIGNED = new Set<NumericField>(["hiringNetAddsWeek", "hiringZScore", "appR
   ...RETURNS, "fromHigh52WPercent", "epsRevision30dPercent", "analystUpsidePercent",
   "priceVsSma20Percent", "priceVsSma50Percent", "priceVsSma200Percent",
   "iv30Change1d", "iv30Change5d",
+  "revenueCagr3YPercent", "revenueCagr5YPercent", "epsCagr3YPercent", "epsCagr5YPercent",
+  "forwardRevenueGrowthPercent", "forwardEpsGrowthPercent",
 ]);
 /** Moves whose sign is the news: they take the sign colour. */
 export const SIGN_COLORED = new Set<NumericField>(["changePercent", ...RETURNS, "epsRevision30dPercent", "analystUpsidePercent",
@@ -369,6 +383,16 @@ export const screenLabel = (field: string) =>
     floatShares: "Float",
     shortPercentOfFloat: "Short interest % of float",
     institutionalOwnershipPercent: "Institutional ownership % (13F)",
+    roicPercent: "ROIC %",
+    fcfYieldPercent: "FCF yield %",
+    netDebtToEbitda: "Net debt / EBITDA",
+    debtToEquity: "Debt / equity",
+    revenueCagr3YPercent: "Revenue CAGR 3Y %",
+    revenueCagr5YPercent: "Revenue CAGR 5Y %",
+    epsCagr3YPercent: "EPS CAGR 3Y %",
+    epsCagr5YPercent: "EPS CAGR 5Y %",
+    forwardRevenueGrowthPercent: "Forward revenue growth %",
+    forwardEpsGrowthPercent: "Forward EPS growth %",
     hiringOpenRoles: "Hiring open roles",
     hiringNetAddsWeek: "Net open roles per week",
     hiringRemotePercent: "Remote roles %",
@@ -682,9 +706,9 @@ export function validateScreenPayload(value: unknown): ScreenPayload {
       throw new Error("Invalid screener listing identity.");
     ids.add(screenRowId(row));
     for (const field of NUMERIC_FIELDS) {
-      // A server from before social, research, volatility, dividend, technical, option volatility or ownership fields
-      // omits them; they read as unavailable. A Pro field it left out was held back from this caller.
-      if (!row.metrics[field] && ([...SOCIAL_FIELDS, ...RESEARCH_FIELDS, ...VOLATILITY_FIELDS, ...TECHNICAL_FIELDS, ...OPTION_VOLATILITY_FIELDS, ...OWNERSHIP_FIELDS, ...ATTENTION_FIELDS, ...HIRING_APP_FIELDS, ...KPI_FIELDS, ...DIVIDEND_FIELDS] as readonly string[]).includes(field))
+      // A server from before social, research, volatility, dividend, technical, option volatility, ownership or quality
+      // fields omits them; they read as unavailable. A Pro field it left out was held back from this caller.
+      if (!row.metrics[field] && ([...SOCIAL_FIELDS, ...RESEARCH_FIELDS, ...VOLATILITY_FIELDS, ...TECHNICAL_FIELDS, ...OPTION_VOLATILITY_FIELDS, ...OWNERSHIP_FIELDS, ...QUALITY_FIELDS, ...ATTENTION_FIELDS, ...HIRING_APP_FIELDS, ...KPI_FIELDS, ...DIVIDEND_FIELDS] as readonly string[]).includes(field))
         row.metrics[field] = PRO_FIELDS.has(field) ? withheldMetric() : unavailableMetric();
       const metric = row.metrics[field];
       if (

package/src/plugins/builtin/equity-screener/pane.tsx

@@ -52,6 +52,7 @@ import { useResearchCloudSession } from "../shared/research-cloud-session";
 import { INITIAL_STREAM_RANGE, streamWindowRows } from "../shared/use-quote-board";
 import { useSampledValue } from "../../../state/hooks/live-ticker-financials";
 import { usePlanAccess } from "../../../api-client/plan-access";
+import { useQuoteDelayFooter } from "../shared/cloud-upgrade";
 import { SignInWall } from "../cloud/auth-actions";
 import { CriterionEditor } from "./criterion-editor";
 import { SCREEN_IDEAS, screenIdea } from "./ideas";
@@ -584,6 +585,8 @@ function EquityScreenView({
                 disabled: !selected,
               },
             ];
+  // Signed out or free, the quotes streamed over the snapshot's rows are delayed ones.
+  const quoteDelay = useQuoteDelayFooter(Array.from(liveEntries.values(), (entry) => entry.data ?? entry.lastGoodData), "screener-delay");
   usePaneFooter(
     "equity-screener",
     () => check ? null : ({
@@ -632,10 +635,12 @@ function EquityScreenView({
               },
             ]
           : []),
+        ...(quoteDelay ? [quoteDelay] : []),
       ],
       hints,
     }),
     [
+      quoteDelay,
       results.loading,
       results.loadingMore,
       data,

package/src/plugins/builtin/equity-screener/screen-check.ts

@@ -75,12 +75,34 @@ export function screenCheckSummary(data: ScreenCheckPayload): string {
   return data.matches === null ? "Not covered" : data.matches ? "Passes all criteria" : "Does not match";
 }
 
+/** The thresholds a criterion compares a value with: one, or a range's two ends. */
+function thresholds(criterion: ScreenCriterion): number[] {
+  if (!("value" in criterion)) return [];
+  const value = criterion.value as unknown;
+  return (Array.isArray(value) ? value : [value]).filter((entry): entry is number => typeof entry === "number");
+}
+
+/**
+ * A stored value as DVD writes its figures: two decimals (6.93%, 26.42 x), a
+ * whole number without them. A value that would round onto a threshold it is
+ * not (25.0001 against <= 25) keeps the decimals that tell it apart, so its
+ * Fail never reads as 25.00 failing <= 25.
+ */
+function checkValueText(value: number, unit: string, criterion: ScreenCriterion): string {
+  const limits = thresholds(criterion);
+  const whole = Number.isInteger(value) && unit !== "%";
+  let digits = whole ? 0 : 2;
+  while (digits < 15 && limits.some((limit) => limit !== value && Number(value.toFixed(digits)) === limit)) digits += 1;
+  const text = value.toLocaleString("en-US", { minimumFractionDigits: whole ? 0 : 2, maximumFractionDigits: digits });
+  return unit === "%" ? `${text}%` : `${text}${unit ? ` ${unit}` : ""}`;
+}
+
 export function checkRows(data: ScreenCheckPayload) {
   return data.criteria.map((entry, index) => ({
     id: String(index),
     criterion: checkCriterionText(entry.criterion),
     value: entry.state === "not-covered" ? "Not covered" : entry.value === null ? "Missing" : typeof entry.value === "number"
-      ? `${number(entry.value)}${entry.unit ? ` ${entry.unit}` : ""}` : entry.value,
+      ? checkValueText(entry.value, entry.unit, entry.criterion) : entry.value,
     result: entry.passes === null ? "Not evaluated" : entry.passes ? "Pass" : "Fail",
     asOf: entry.asOf?.slice(0, 10) ?? (entry.observedAt ? `${entry.observedAt.slice(0, 10)} (collected)` : "--"),
     state: entry.state,

package/src/plugins/builtin/estimate-revisions/index.tsx

@@ -3,7 +3,6 @@ import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import { estimateRevisionsCache } from "./client";
 import { estimateRevisionsHeadless } from "./headless";
 import { estimateRevisionsLockNote } from "./lock-note";
-import { EstimateRevisionsPane } from "./pane";
 export const estimateRevisionsModule: PluginModule = {
   panes: [
     {
@@ -12,7 +11,7 @@ export const estimateRevisionsModule: PluginModule = {
       reportRequirements: ["Free Gloom sign-in"],
       name: "Estimate Revisions",
       icon: "E",
-      component: EstimateRevisionsPane,
+      get component(): typeof import("./pane").EstimateRevisionsPane { const { EstimateRevisionsPane } = require("./pane"); return EstimateRevisionsPane; },
       defaultPosition: "right",
       tickerFollower: true,
       instruments: ["equity"],