gloomberb 0.4.0 → 0.5.0

package/README.md

@@ -2,9 +2,9 @@
 
 # 📉 Gloomberb
 
-**Extensible financial terminal, for the terminal.**
+**Modern extensible financial terminal.**
 
-> Why pay for Bloomberg when you can have Gloomberb?
+> The Bloomberb Terminal for the rest of us.
 
 <img src="https://gloomberb.com/landing-terminal.png" alt="Gloomberb terminal screenshot" width="720" />
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gloomberb",
-  "version": "0.4.0",
+  "version": "0.5.0",
   "description": "Bloomberg-style stock portfolio tracker for the terminal",
   "module": "src/index.tsx",
   "type": "module",

package/src/app.tsx

@@ -1,4 +1,4 @@
-import { useState, useEffect, useCallback, useRef, useMemo, useLayoutEffect } from "react";
+import { useState, useEffect, useCallback, useRef, useMemo } from "react";
 import { useKeyboard, useRenderer } from "@opentui/react";
 import type { CliRenderer } from "@opentui/core";
 import {
@@ -10,6 +10,7 @@ import {
   useAppState,
 } from "./state/app-context";
 import { bindAppActivity, useAppActive } from "./state/app-activity";
+import { copyActiveSelection, isCopyShortcut, isPasteShortcut, pasteSystemClipboard } from "./utils/selection-clipboard";
 import { Header } from "./components/layout/header";
 import { StatusBar } from "./components/layout/status-bar";
 import { Shell } from "./components/layout/shell";
@@ -20,12 +21,15 @@ import { PluginRegistry } from "./plugins/registry";
 import { AppPersistence } from "./data/app-persistence";
 import { TickerRepository } from "./data/ticker-repository";
 import { ProviderRouter } from "./sources/provider-router";
-import { colors, applyTheme } from "./theme/colors";
+import { colors, syncTheme } from "./theme/colors";
 import {
   createPaneInstance,
   findPaneInstance,
+  findPrimaryPaneInstance,
   isTickerPaneId,
   normalizePaneLayout,
+  resolveFollowBindingInstance,
+  resolvePaneInstance,
   type AppConfig,
   type BrokerInstanceConfig,
   type LayoutConfig,
@@ -51,7 +55,7 @@ import { setLayoutManagerDispatch } from "./plugins/builtin/layout-manager";
 import { getLoadablePlugins } from "./plugins/catalog";
 import { saveConfig } from "./data/config-store";
 import { Toaster, toast } from "@opentui-ui/toast/react";
-import { canSelfUpdate, checkForUpdateDetailed, performUpdate } from "./updater";
+import { canSelfUpdate, checkForUpdateDetailed, performUpdate, type ReleaseInfo } from "./updater";
 import { VERSION } from "./version";
 import { join } from "path";
 import {
@@ -93,6 +97,7 @@ import { debugLog } from "./utils/debug-log";
 import { MarketDataCoordinator, setSharedMarketDataCoordinator } from "./market-data/coordinator";
 import { instrumentFromTicker } from "./market-data/request-types";
 import { syncBrokerInstance } from "./brokers/sync-broker-instance";
+import { createAppNotifier } from "./notifications/app-notifier";
 
 /** Global-level dedup: prevents concurrent refresh calls for the same symbol. */
 const refreshInFlight: Set<string> = (globalThis as any).__refreshInFlight ??= new Set<string>();
@@ -100,6 +105,14 @@ const quoteRefreshInFlight: Set<string> = (globalThis as any).__quoteRefreshInFl
 const PANEL_RESOLUTION_BOUNDS = { x: 0, y: 0, width: 120, height: 40 };
 const appLog = debugLog.createLogger("app");
 
+function isCollectionPaneInstance(instance: PaneInstanceConfig): boolean {
+  return instance.paneId === "portfolio-list";
+}
+
+function isTickerContextPaneInstance(instance: PaneInstanceConfig): boolean {
+  return instance.paneId === "portfolio-list" || isTickerPaneId(instance.paneId);
+}
+
 function summarizeError(error: unknown): Record<string, string> {
   if (error instanceof Error) {
     return {
@@ -122,30 +135,45 @@ interface AppInnerProps {
 function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData, sessionSnapshot = null }: AppInnerProps) {
   const { state, dispatch } = useAppState();
   const appActive = useAppActive();
+  const appActiveRef = useRef(appActive);
   const renderer = useRenderer();
   const dialog = useDialog();
   const stateRef = useRef(state);
   stateRef.current = state;
+  appActiveRef.current = appActive;
   const focusedCollectionId = getFocusedCollectionId(state);
-
-  const resolvePrimaryPaneInstanceId = useCallback((paneId: string, layout: LayoutConfig = state.config.layout): string | null => {
-    const instances = layout.instances.filter((instance) => instance.paneId === paneId);
-    if (instances.length === 0) return null;
-    if (isTickerPaneId(paneId)) {
-      return instances.find((instance) =>
-        instance.instanceId === `${paneId}:main` && instance.binding?.kind !== "fixed",
-      )?.instanceId
-        ?? instances.find((instance) => instance.binding?.kind !== "fixed")?.instanceId
-        ?? null;
-    }
-    return instances[0]?.instanceId ?? null;
-  }, [state.config.layout]);
+  const appNotifier = useMemo(() => createAppNotifier({
+    isAppActive: () => appActiveRef.current,
+    renderToast: (notification) => {
+      const type = notification.type ?? "info";
+      let toastId: string | number | undefined;
+      const options = {
+        duration: notification.duration,
+        action: notification.action
+          ? {
+            label: notification.action.label,
+            onClick: () => {
+              try {
+                notification.action?.onClick();
+              } finally {
+                if (toastId != null) toast.dismiss(toastId);
+              }
+            },
+          }
+          : undefined,
+      };
+      if (type === "success") toastId = toast.success(notification.body, options);
+      else if (type === "error") toastId = toast.error(notification.body, options);
+      else toastId = toast.info(notification.body, options);
+    },
+  }), []);
+  const notify = useCallback((body: string, options?: { type?: "info" | "success" | "error" }) => {
+    pluginRegistry.notify({ body, ...options });
+  }, [pluginRegistry]);
 
   const resolvePaneTarget = useCallback((paneId: string, layout: LayoutConfig = state.config.layout): string | null => {
-    const byInstance = layout.instances.find((instance) => instance.instanceId === paneId);
-    if (byInstance) return byInstance.instanceId;
-    return resolvePrimaryPaneInstanceId(paneId, layout);
-  }, [resolvePrimaryPaneInstanceId, state.config.layout]);
+    return resolvePaneInstance(layout, paneId)?.instanceId ?? null;
+  }, [state.config.layout]);
 
   const getPreferredPortfolio = useCallback((ticker: TickerRecord | null) => {
     const focusedPortfolio = state.config.portfolios.find((portfolio) => portfolio.id === focusedCollectionId);
@@ -197,39 +225,17 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
   }, [dialog]);
 
   const resolveCollectionSourcePaneId = useCallback((preferredPaneId?: string | null) => {
-    const tryResolve = (candidate: string | null | undefined): string | null => {
-      if (!candidate) return null;
-      const instance = findPaneInstance(state.config.layout, candidate);
-      if (!instance) return null;
-      if (instance.paneId === "portfolio-list") return instance.instanceId;
-      if (instance.binding?.kind === "follow") {
-        return tryResolve(instance.binding.sourceInstanceId);
-      }
-      return null;
-    };
-
-    return tryResolve(preferredPaneId)
-      ?? tryResolve(state.focusedPaneId)
-      ?? state.config.layout.instances.find((instance) => instance.paneId === "portfolio-list")?.instanceId
+    return resolveFollowBindingInstance(state.config.layout, preferredPaneId, isCollectionPaneInstance)?.instanceId
+      ?? resolveFollowBindingInstance(state.config.layout, state.focusedPaneId, isCollectionPaneInstance)?.instanceId
+      ?? findPrimaryPaneInstance(state.config.layout, "portfolio-list")?.instanceId
       ?? null;
   }, [state.config.layout, state.focusedPaneId]);
 
   const resolveTickerContextSourcePaneId = useCallback((preferredPaneId?: string | null) => {
-    const tryResolve = (candidate: string | null | undefined): string | null => {
-      if (!candidate) return null;
-      const instance = findPaneInstance(state.config.layout, candidate);
-      if (!instance) return null;
-      if (instance.paneId === "portfolio-list" || isTickerPaneId(instance.paneId)) return instance.instanceId;
-      if (instance.binding?.kind === "follow") {
-        return tryResolve(instance.binding.sourceInstanceId);
-      }
-      return null;
-    };
-
-    return tryResolve(preferredPaneId)
-      ?? tryResolve(state.focusedPaneId)
-      ?? state.config.layout.instances.find((instance) => instance.paneId === "ticker-detail" && instance.binding?.kind !== "fixed")?.instanceId
-      ?? state.config.layout.instances.find((instance) => instance.paneId === "portfolio-list")?.instanceId
+    return resolveFollowBindingInstance(state.config.layout, preferredPaneId, isTickerContextPaneInstance)?.instanceId
+      ?? resolveFollowBindingInstance(state.config.layout, state.focusedPaneId, isTickerContextPaneInstance)?.instanceId
+      ?? findPrimaryPaneInstance(state.config.layout, "ticker-detail")?.instanceId
+      ?? findPrimaryPaneInstance(state.config.layout, "portfolio-list")?.instanceId
       ?? null;
   }, [state.config.layout, state.focusedPaneId]);
 
@@ -273,9 +279,9 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
 
   const switchDetailTab = useCallback((tabId: string, preferredPaneId?: string | null) => {
     const targetPaneId = (() => {
-      const target = preferredPaneId ? findPaneInstance(state.config.layout, preferredPaneId) : null;
+      const target = preferredPaneId ? resolvePaneInstance(state.config.layout, preferredPaneId) : null;
       if (target?.paneId === "ticker-detail") return target.instanceId;
-      const focused = state.focusedPaneId ? findPaneInstance(state.config.layout, state.focusedPaneId) : null;
+      const focused = state.focusedPaneId ? resolvePaneInstance(state.config.layout, state.focusedPaneId) : null;
       if (focused?.paneId === "ticker-detail") return focused.instanceId;
       const sourcePaneId = resolveCollectionSourcePaneId(preferredPaneId);
       if (!sourcePaneId) return null;
@@ -525,6 +531,13 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
     }
   }, [state.config.brokerInstances, importBrokerPositions]);
 
+  const startUpdate = useCallback((release: ReleaseInfo) => {
+    dispatch({ type: "SET_UPDATE_PROGRESS", progress: { phase: "downloading", percent: 0 } });
+    void performUpdate(release, (progress) => {
+      dispatch({ type: "SET_UPDATE_PROGRESS", progress });
+    });
+  }, [dispatch]);
+
   const runUpdateCheck = useCallback(async (manual = false) => {
     if (manual) {
       dispatch({ type: "SET_UPDATE_CHECK_IN_PROGRESS", checking: true });
@@ -566,6 +579,12 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
     void runUpdateCheck(false);
   }, [runUpdateCheck]);
 
+  useEffect(() => {
+    if (!state.updateAvailable || state.updateProgress || state.updateCheckInProgress) return;
+    if (!canSelfUpdate(state.updateAvailable)) return;
+    startUpdate(state.updateAvailable);
+  }, [startUpdate, state.updateAvailable, state.updateCheckInProgress, state.updateProgress]);
+
   // Load tickers on mount
   useEffect(() => {
     if (state.initialized || (globalThis as any).__gloomInitStarted) return;
@@ -783,6 +802,14 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
   pluginRegistry.switchPanelFn = (panel) => dispatch({ type: "SET_ACTIVE_PANEL", panel });
   pluginRegistry.switchTabFn = (tabId, paneId) => switchDetailTab(tabId, paneId);
   pluginRegistry.openCommandBarFn = (query) => dispatch({ type: "SET_COMMAND_BAR", open: true, query });
+  pluginRegistry.openPluginCommandWorkflowFn = (commandId) => {
+    dispatch({
+      type: "SET_COMMAND_BAR",
+      open: true,
+      query: "",
+      launch: { kind: "plugin-command", commandId },
+    });
+  };
   const persistLayout = (layout: LayoutConfig, options?: { pushHistory?: boolean }) => {
     const currentState = stateRef.current;
     const normalizedLayout = normalizePaneLayout(layout);
@@ -881,7 +908,7 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
     if (paneId === "ticker-detail") {
       const sourcePaneId = resolveCollectionSourcePaneId();
       if (!sourcePaneId) {
-        pluginRegistry.showToastFn("Open a collection pane first to inspect a ticker.");
+        notify("Open a collection pane first to inspect a ticker.");
         return;
       }
       const ensured = ensureInspectorPane(sourcePaneId);
@@ -904,7 +931,7 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
       : buildPaneInstance(paneId);
     if (!instance) {
       if (isTickerPaneId(paneId)) {
-        pluginRegistry.showToastFn("Open a ticker or collection context first.");
+        notify("Open a ticker or collection context first.");
       }
       return;
     }
@@ -947,7 +974,7 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
         placePaneInstance,
       });
     } catch (error) {
-      pluginRegistry.showToastFn(
+      notify(
         error instanceof Error ? error.message : `Could not create ${getPaneTemplateDisplayLabel(template).toLowerCase()}.`,
         { type: "info" },
       );
@@ -956,6 +983,7 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
     buildPaneInstance,
     dataProvider,
     dispatch,
+    notify,
     placePaneInstance,
     pluginRegistry,
     runPaneTemplateWizard,
@@ -1067,6 +1095,90 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
     activatePane(instance.instanceId, nextLayout);
   };
 
+  pluginRegistry.navigateTickerFn = (rawSymbol) => {
+    (async () => {
+      try {
+      // Resolve or create the ticker in the local database
+      const resolved = await resolveTickerSearch({
+        query: rawSymbol,
+        activeTicker: null,
+        tickers: stateRef.current.tickers,
+        dataProvider,
+      });
+
+      let symbol = rawSymbol;
+      if (resolved?.kind === "local") {
+        symbol = resolved.symbol;
+      } else if (resolved?.kind === "provider" && resolved.result) {
+        const { ticker, created } = await upsertTickerFromSearchResult(tickerRepository, resolved.result);
+        symbol = ticker.metadata.ticker;
+        dispatch({ type: "UPDATE_TICKER", ticker });
+        if (created) {
+          pluginRegistry.events.emit("ticker:added", { symbol, ticker });
+        }
+      }
+
+      // Active panel resolution — navigate the focused or linked detail pane:
+      // 1. If the focused pane IS a ticker-detail, retarget it directly
+      // 2. If a ticker-detail follows the focused pane, retarget that
+      // 3. Any follow-mode ticker-detail in the layout
+      // 4. Any ticker-detail in the layout
+      // 5. Fall back to pinning a new pane
+      const currentState = stateRef.current;
+      const currentLayout = currentState.config.layout;
+      const focused = currentState.focusedPaneId;
+
+      const focusedInstance = focused
+        ? findPaneInstance(currentLayout, focused)
+        : null;
+
+      const detailPane =
+        (focusedInstance?.paneId === "ticker-detail" && isPaneInLayout(currentLayout, focusedInstance.instanceId)
+          ? focusedInstance
+          : null)
+        ?? currentLayout.instances.find((inst) =>
+          inst.paneId === "ticker-detail"
+          && inst.binding?.kind === "follow"
+          && inst.binding.sourceInstanceId === focused
+          && isPaneInLayout(currentLayout, inst.instanceId),
+        )
+        ?? currentLayout.instances.find((inst) =>
+          inst.paneId === "ticker-detail"
+          && inst.binding?.kind === "follow"
+          && isPaneInLayout(currentLayout, inst.instanceId),
+        )
+        ?? currentLayout.instances.find((inst) =>
+          inst.paneId === "ticker-detail"
+          && isPaneInLayout(currentLayout, inst.instanceId),
+        );
+
+      if (detailPane) {
+        if (detailPane.binding?.kind === "follow") {
+          const sourceId = detailPane.binding.sourceInstanceId;
+          dispatch({ type: "UPDATE_PANE_STATE", paneId: sourceId, patch: { cursorSymbol: symbol } });
+          activatePane(detailPane.instanceId, currentLayout);
+        } else {
+          const nextLayout = {
+            ...currentLayout,
+            instances: currentLayout.instances.map((instance) => (
+              instance.instanceId === detailPane.instanceId
+                ? { ...instance, title: symbol, binding: { kind: "fixed" as const, symbol } }
+                : instance
+            )),
+          };
+          persistLayout(nextLayout);
+          activatePane(detailPane.instanceId, nextLayout);
+        }
+      } else {
+        pluginRegistry.pinTickerFn(symbol, { floating: false });
+      }
+      } catch (err) {
+        const message = err instanceof Error ? err.message : String(err);
+        pluginRegistry.notify({ body: `Failed to navigate to ${rawSymbol}: ${message}`, type: "error" });
+      }
+    })();
+  };
+
   setLayoutManagerDispatch(dispatch, () => ({
     layout: state.config.layout,
     termWidth: pluginRegistry.getTermSizeFn().width,
@@ -1074,14 +1186,8 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
     focusedPaneId: state.focusedPaneId,
   }));
 
-  // Wire up toast
-  pluginRegistry.showToastFn = (message, options) => {
-    const type = options?.type ?? "info";
-    const duration = options?.duration;
-    if (type === "success") toast.success(message, { duration });
-    else if (type === "error") toast.error(message, { duration });
-    else toast.info(message, { duration });
-  };
+  // Wire up app-level notifications.
+  pluginRegistry.notifyFn = appNotifier.notify;
 
   // Persist layout changes (switching, saving, deleting, renaming layouts)
   const prevLayouts = useRef(state.config.layouts);
@@ -1111,6 +1217,17 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
 
   // Global keyboard shortcuts
   useKeyboard((event) => {
+    if (isCopyShortcut(event) && copyActiveSelection(renderer)) {
+      event.preventDefault();
+      event.stopPropagation();
+      return;
+    }
+    if (isPasteShortcut(event) && pasteSystemClipboard(renderer)) {
+      event.preventDefault();
+      event.stopPropagation();
+      return;
+    }
+
     // Skip all global shortcuts when a dialog is open
     if (dialogOpen) return;
 
@@ -1172,9 +1289,7 @@ function AppInner({ pluginRegistry, tickerRepository, dataProvider, marketData,
         dispatch({ type: "SET_COMMAND_BAR", open: true, query: "" });
       }
     } else if (event.name === "u" && state.updateAvailable && !state.updateProgress && !state.updateCheckInProgress && canSelfUpdate(state.updateAvailable)) {
-      performUpdate(state.updateAvailable, (progress) => {
-        dispatch({ type: "SET_UPDATE_PROGRESS", progress });
-      });
+      startUpdate(state.updateAvailable);
     } else {
       // Plugin keyboard shortcuts (built-ins take priority)
       const disabledPlugins = new Set(state.config.disabledPlugins || []);
@@ -1239,11 +1354,10 @@ export function App({
   });
   const [showOnboarding, setShowOnboarding] = useState(!initialConfig.onboardingComplete);
 
-  useEffect(() => bindAppActivity(renderer), [renderer]);
+  // Keep the shared palette aligned before this render builds any JSX that reads `colors`.
+  syncTheme(config.theme);
 
-  useLayoutEffect(() => {
-    if (config.theme) applyTheme(config.theme);
-  }, [config.theme]);
+  useEffect(() => bindAppActivity(renderer), [renderer]);
 
   const services = useMemo(() => {
     const dbPath = join(config.dataDir, ".gloomberb-cache.db");
@@ -1278,6 +1392,7 @@ export function App({
   useEffect(() => {
     return () => {
       setSharedMarketDataCoordinator(null);
+      services.pluginRegistry.destroy();
       services.persistence.close();
     };
   }, [services]);

package/src/cli/commands/ticker.ts

@@ -4,6 +4,7 @@ import {
   formatNumber,
   formatPercent,
 } from "../../utils/format";
+import { formatMarketCostWithCurrency, formatMarketPriceWithCurrency, formatMarketQuantity } from "../../utils/market-format";
 import {
   cliStyles,
   colorBySign,
@@ -77,6 +78,30 @@ function appendTextSection(lines: string[], title: string, content: string | und
   lines.push(text);
 }
 
+function normalizeTimestamp(value: Date | string | number | undefined): number | null {
+  if (value instanceof Date) {
+    const timestamp = value.getTime();
+    return Number.isNaN(timestamp) ? null : timestamp;
+  }
+
+  if (typeof value === "string" || typeof value === "number") {
+    const timestamp = new Date(value).getTime();
+    return Number.isNaN(timestamp) ? null : timestamp;
+  }
+
+  return null;
+}
+
+function formatFeedDate(value: Date | string | number | undefined): string {
+  const timestamp = normalizeTimestamp(value);
+  if (timestamp == null) return "";
+  return new Date(timestamp).toLocaleDateString("en-US", {
+    month: "short",
+    day: "numeric",
+    year: "numeric",
+  });
+}
+
 function appendFeedSection(
   lines: string[],
   title: string,
@@ -215,16 +240,16 @@ export async function buildTickerReport({
     : "—";
 
   appendMetricSection(lines, "Quote", [
-    ["Last", colorBySign(formatCurrency(quote.price, quote.currency), quote.change)],
+    ["Last", colorBySign(formatMarketPriceWithCurrency(quote.price, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory }), quote.change)],
     ["Change", colorBySign(`${formatSignedCurrency(quote.change, quote.currency)} (${formatSignedPercentRaw(quote.changePercent)})`, quote.change)],
-    ["Open", quote.open != null ? formatCurrency(quote.open, quote.currency) : "—"],
+    ["Open", quote.open != null ? formatMarketPriceWithCurrency(quote.open, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory }) : "—"],
     ["Day Range", quote.low != null || quote.high != null
-      ? `${quote.low != null ? formatCurrency(quote.low, quote.currency) : "—"} - ${quote.high != null ? formatCurrency(quote.high, quote.currency) : "—"}`
+      ? `${quote.low != null ? formatMarketPriceWithCurrency(quote.low, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory }) : "—"} - ${quote.high != null ? formatMarketPriceWithCurrency(quote.high, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory }) : "—"}`
       : "—"],
     ["52W Range", quote.low52w != null || quote.high52w != null
-      ? `${quote.low52w != null ? formatCurrency(quote.low52w, quote.currency) : "—"} - ${quote.high52w != null ? formatCurrency(quote.high52w, quote.currency) : "—"}`
+      ? `${quote.low52w != null ? formatMarketPriceWithCurrency(quote.low52w, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory }) : "—"} - ${quote.high52w != null ? formatMarketPriceWithCurrency(quote.high52w, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory }) : "—"}`
       : "—"],
-    ["Bid / Ask", formatBidAsk(quote.bid, quote.ask, quote.bidSize, quote.askSize, quote.currency)],
+    ["Bid / Ask", formatBidAsk(quote.bid, quote.ask, quote.bidSize, quote.askSize, quote.currency, tickerFile?.metadata.assetCategory)],
     ["Volume", quote.volume != null ? formatNumber(quote.volume, 0) : "—"],
     ["Updated", formatTimestamp(quote.lastUpdated)],
   ]);
@@ -232,13 +257,13 @@ export async function buildTickerReport({
   appendMetricSection(lines, "Extended Hours", [
     ["Pre-Market", quote.preMarketPrice != null
       ? colorBySign(
-        `${formatCurrency(quote.preMarketPrice, quote.currency)} (${formatSignedPercentRaw(quote.preMarketChangePercent ?? 0)})`,
+        `${formatMarketPriceWithCurrency(quote.preMarketPrice, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory })} (${formatSignedPercentRaw(quote.preMarketChangePercent ?? 0)})`,
         quote.preMarketChange ?? 0,
       )
       : "—"],
     ["After Hours", quote.postMarketPrice != null
       ? colorBySign(
-        `${formatCurrency(quote.postMarketPrice, quote.currency)} (${formatSignedPercentRaw(quote.postMarketChangePercent ?? 0)})`,
+        `${formatMarketPriceWithCurrency(quote.postMarketPrice, quote.currency, { assetCategory: tickerFile?.metadata.assetCategory })} (${formatSignedPercentRaw(quote.postMarketChangePercent ?? 0)})`,
         quote.postMarketChange ?? 0,
       )
       : "—"],
@@ -288,18 +313,20 @@ export async function buildTickerReport({
     title: item.title,
     meta: [
       item.source,
-      Number.isNaN(item.publishedAt.getTime()) ? "" : formatTimestamp(item.publishedAt.getTime()),
+      (() => {
+        const publishedAt = normalizeTimestamp(item.publishedAt as Date | string | number | undefined);
+        return publishedAt == null ? "" : formatTimestamp(publishedAt);
+      })(),
     ],
     body: item.summary,
     link: item.url,
   })));
 
   appendFeedSection(lines, "Recent SEC Filings", recentSecFilings.map((filing) => ({
-    title: `${filing.form} | ${filing.filingDate.toLocaleDateString("en-US", {
-      month: "short",
-      day: "numeric",
-      year: "numeric",
-    })}`,
+    title: (() => {
+      const filingDate = formatFeedDate(filing.filingDate as Date | string | number | undefined);
+      return filingDate ? `${filing.form} | ${filingDate}` : filing.form;
+    })(),
     meta: [
       filing.items ? `Items ${filing.items}` : "",
       getFilingDescription(filing) ?? "",
@@ -320,12 +347,15 @@ export async function buildTickerReport({
       const pnl = marketValueBase - costBasisBase;
 
       lines.push(cliStyles.bold(`${portfolioName} (${position.broker})`));
-      lines.push(renderStat("Position", `${position.shares} ${multiplier > 1 ? "contracts" : "shares"} @ ${formatCurrency(position.avgCost, positionCurrency)}`));
+      lines.push(renderStat(
+        "Position",
+        `${formatMarketQuantity(position.shares, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier })} ${multiplier > 1 ? "contracts" : "shares"} @ ${formatMarketCostWithCurrency(position.avgCost, positionCurrency, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier })}`,
+      ));
       lines.push(renderStat("Cost Basis", formatCurrency(costBasisBase, config.baseCurrency)));
       lines.push(renderStat("Market Value", formatCurrency(marketValueBase, config.baseCurrency)));
       lines.push(renderStat("P&L", colorBySign(formatSignedCurrency(pnl, config.baseCurrency), pnl)));
       if (position.markPrice != null) {
-        lines.push(renderStat("Mark", formatCurrency(position.markPrice, positionCurrency)));
+        lines.push(renderStat("Mark", formatMarketPriceWithCurrency(position.markPrice, positionCurrency, { assetCategory: tickerFile.metadata.assetCategory, multiplier: position.multiplier })));
       }
       if (index < tickerFile.metadata.positions.length - 1) {
         lines.push(cliStyles.muted("-".repeat(24)));

package/src/cli/helpers.ts

@@ -4,6 +4,7 @@ import {
   formatNumber,
   formatPercentRaw,
 } from "../utils/format";
+import { formatMarketPriceWithCurrency } from "../utils/market-format";
 export { slugifyName } from "../utils/slugify";
 import type { AppConfig } from "../types/config";
 import type { Watchlist, TickerRecord } from "../types/ticker";
@@ -42,13 +43,14 @@ export function formatBidAsk(
   bidSize: number | undefined,
   askSize: number | undefined,
   currency: string,
+  assetCategory?: string,
 ): string {
   if (bid == null && ask == null) return "—";
   const bidText = bid != null
-    ? `${formatCurrency(bid, currency)}${bidSize != null ? ` x ${formatNumber(bidSize, 0)}` : ""}`
+    ? `${formatMarketPriceWithCurrency(bid, currency, { assetCategory })}${bidSize != null ? ` x ${formatNumber(bidSize, 0)}` : ""}`
     : "—";
   const askText = ask != null
-    ? `${formatCurrency(ask, currency)}${askSize != null ? ` x ${formatNumber(askSize, 0)}` : ""}`
+    ? `${formatMarketPriceWithCurrency(ask, currency, { assetCategory })}${askSize != null ? ` x ${formatNumber(askSize, 0)}` : ""}`
     : "—";
   return `${bidText} / ${askText}`;
 }