gloomberb 0.7.4 → 0.8.0

package/src/types/config.ts

@@ -1,9 +1,9 @@
 import type { Portfolio, Watchlist } from "./ticker";
 
-export const CURRENT_CONFIG_VERSION = 16;
+export const CURRENT_CONFIG_VERSION = 19;
 
-export type DefaultChartRenderMode = "area" | "line" | "candles" | "ohlc" | "hlc";
-export type ChartRendererPreference = "auto" | "kitty" | "braille";
+type DefaultChartRenderMode = "area" | "line" | "candles" | "ohlc" | "hlc";
+type ChartRendererPreference = "auto" | "kitty" | "braille";
 
 export interface ChartPreferences {
   defaultRenderMode: DefaultChartRenderMode;
@@ -17,6 +17,7 @@ export interface BrokerInstanceConfig {
   connectionMode?: string;
   config: Record<string, unknown>;
   enabled?: boolean;
+  lastSyncedAt?: number;
 }
 
 export interface ColumnConfig {
@@ -68,7 +69,7 @@ export interface PaneInstanceConfig {
   placementMemory?: PanePlacementMemory;
 }
 
-export interface DockPaneNode {
+interface DockPaneNode {
   kind: "pane";
   instanceId: string;
 }
@@ -92,7 +93,7 @@ export interface FloatingPaneEntry {
   zIndex?: number;
 }
 
-export interface DetachedPaneEntry {
+interface DetachedPaneEntry {
   instanceId: string;
   x: number;
   y: number;
@@ -127,22 +128,40 @@ export interface AppConfig {
   layouts: SavedLayout[];
   activeLayoutIndex: number;
   brokerInstances: BrokerInstanceConfig[];
-  plugins: string[];
   disabledPlugins: string[];
   disabledSources: string[];
   pluginConfig: Record<string, Record<string, unknown>>;
   theme: string;
   chartPreferences: ChartPreferences;
+  valueFlashingEnabled: boolean;
   recentTickers: string[];
   onboardingComplete?: boolean;
 }
 
+export const TICKER_RESEARCH_PANE_ID = "ticker-research";
+export const LEGACY_TICKER_DETAIL_PANE_ID = "ticker-detail";
+
+export function normalizePaneId(paneId: string): string {
+  return paneId === LEGACY_TICKER_DETAIL_PANE_ID ? TICKER_RESEARCH_PANE_ID : paneId;
+}
+
 const TICKER_PANE_IDS = new Set([
-  "ticker-detail",
+  TICKER_RESEARCH_PANE_ID,
+  LEGACY_TICKER_DETAIL_PANE_ID,
+  "financial-analysis",
+  "ticker-chart",
   "quote-monitor",
-  "news",
+  "ticker-news",
   "notes",
   "options",
+  "holders",
+  "sec",
+  "insider",
+  "analyst-research",
+  "corporate-actions",
+  "earnings-estimates",
+  "historical-prices",
+  "fundamental-graph",
   "ibkr-trading",
 ]);
 
@@ -163,11 +182,12 @@ export const DEFAULT_PORTFOLIO_COLUMN_IDS = [
   "avg_cost",
   "cost_basis",
   "mkt_value",
+  "day_pnl",
   "pnl",
   "pnl_pct",
 ];
 
-export const DEFAULT_HOME_LAYOUT: LayoutConfig = {
+const DEFAULT_HOME_LAYOUT: LayoutConfig = {
   dockRoot: {
     kind: "split",
     axis: "horizontal",
@@ -201,7 +221,7 @@ export const DEFAULT_HOME_LAYOUT: LayoutConfig = {
     },
     {
       instanceId: "ticker-detail:main",
-      paneId: "ticker-detail",
+      paneId: TICKER_RESEARCH_PANE_ID,
       settings: {
         hideTabs: false,
         lockedTabId: "overview",
@@ -212,7 +232,7 @@ export const DEFAULT_HOME_LAYOUT: LayoutConfig = {
     },
     {
       instanceId: "ticker-detail:nvda",
-      paneId: "ticker-detail",
+      paneId: TICKER_RESEARCH_PANE_ID,
       title: "NVDA",
       settings: {
         hideTabs: false,
@@ -242,7 +262,7 @@ export const DEFAULT_HOME_LAYOUT: LayoutConfig = {
   detached: [],
 };
 
-export const DEFAULT_MONITOR_LAYOUT: LayoutConfig = {
+const DEFAULT_MONITOR_LAYOUT: LayoutConfig = {
   dockRoot: {
     kind: "split",
     axis: "vertical",
@@ -362,7 +382,7 @@ export function createPaneInstanceId(paneId: string): string {
   return `${paneId}:${Date.now().toString(36)}${nextPaneInstanceSeq.toString(36)}`;
 }
 
-export function clonePaneBinding(binding: PaneBinding | undefined): PaneBinding | undefined {
+function clonePaneBinding(binding: PaneBinding | undefined): PaneBinding | undefined {
   if (!binding) return undefined;
   return { ...binding };
 }
@@ -401,23 +421,21 @@ export function isTickerPaneId(paneId: string): boolean {
   return TICKER_PANE_IDS.has(paneId);
 }
 
-export function isTickerPaneInstance(instance: PaneInstanceConfig): boolean {
+function isTickerPaneInstance(instance: PaneInstanceConfig): boolean {
   return isTickerPaneId(instance.paneId);
 }
 
-export function isFollowTickerPane(instance: PaneInstanceConfig): boolean {
-  return isTickerPaneInstance(instance) && instance.binding?.kind === "follow";
-}
-
 export function isFixedTickerPane(instance: PaneInstanceConfig): boolean {
   return isTickerPaneInstance(instance) && instance.binding?.kind === "fixed";
 }
 
 export function findPrimaryPaneInstance(layout: LayoutConfig, paneId: string): PaneInstanceConfig | undefined {
-  const instances = layout.instances.filter((instance) => instance.paneId === paneId);
+  const normalizedPaneId = normalizePaneId(paneId);
+  const instances = layout.instances.filter((instance) => instance.paneId === normalizedPaneId);
   if (instances.length === 0) return undefined;
-  if (!isTickerPaneId(paneId)) return instances[0];
+  if (!isTickerPaneId(normalizedPaneId)) return instances[0];
   return instances.find((instance) => instance.instanceId === `${paneId}:main` && instance.binding?.kind !== "fixed")
+    ?? instances.find((instance) => instance.instanceId === `${normalizedPaneId}:main` && instance.binding?.kind !== "fixed")
     ?? instances.find((instance) => instance.binding?.kind !== "fixed");
 }
 
@@ -446,9 +464,10 @@ export function createPaneInstance(
   paneId: string,
   options: Partial<PaneInstanceConfig> = {},
 ): PaneInstanceConfig {
+  const normalizedPaneId = normalizePaneId(paneId);
   return {
-    instanceId: options.instanceId ?? createPaneInstanceId(paneId),
-    paneId,
+    instanceId: options.instanceId ?? createPaneInstanceId(normalizedPaneId),
+    paneId: normalizedPaneId,
     title: options.title,
     binding: clonePaneBinding(options.binding) ?? { kind: "none" },
     params: options.params ? { ...options.params } : undefined,
@@ -595,7 +614,6 @@ export function createDefaultConfig(dataDir: string): AppConfig {
     ],
     activeLayoutIndex: 0,
     brokerInstances: [],
-    plugins: ["portfolio-list", "ticker-detail", "manual-entry", "ibkr"],
     disabledPlugins: [],
     disabledSources: [],
     pluginConfig: {},
@@ -604,6 +622,7 @@ export function createDefaultConfig(dataDir: string): AppConfig {
       defaultRenderMode: "area",
       renderer: "auto",
     },
+    valueFlashingEnabled: true,
     recentTickers: [],
   };
 }

package/src/types/context-menu.ts

@@ -1,7 +1,7 @@
 import type { TickerFinancials } from "./financials";
 import type { TickerRecord } from "./ticker";
 
-export type ContextMenuRole =
+type ContextMenuRole =
   | "undo"
   | "redo"
   | "cut"

package/src/types/data-provider.ts

@@ -7,8 +7,8 @@ import type {
   OptionsChain,
   HolderData,
 } from "./financials";
-import type { TimeRange } from "../components/chart/chart-types";
-import type { ChartResolutionSupport, ManualChartResolution } from "../components/chart/chart-resolution";
+import type { TimeRange } from "../components/chart/core/types";
+import type { ChartResolutionSupport, ManualChartResolution } from "../components/chart/core/resolution";
 import type { BrokerContractRef, InstrumentSearchResult } from "./instrument";
 import type { CachePolicyMap } from "./persistence";
 

package/src/types/desktop-window.ts

@@ -1,4 +1,4 @@
-import type { PaneRuntimeState } from "../core/state/app-state";
+import type { PaneRuntimeState } from "../core/state/app/state";
 import type { AppConfig } from "./config";
 
 export interface DesktopSharedStateSnapshot {

package/src/types/financials.ts

@@ -86,7 +86,7 @@ export interface Fundamentals {
   sharesOutstanding?: number;
 }
 
-export type HolderOwnerType = "institution" | "fund" | "direct" | "insider";
+type HolderOwnerType = "institution" | "fund" | "direct" | "insider";
 
 export interface HolderRecord {
   providerId?: string;
@@ -100,7 +100,7 @@ export interface HolderRecord {
   changePercent?: number;
 }
 
-export interface HolderSummary {
+interface HolderSummary {
   insidersPercentHeld?: number;
   institutionsPercentHeld?: number;
   institutionsFloatPercentHeld?: number;
@@ -118,7 +118,7 @@ export interface HolderData {
   holders: HolderRecord[];
 }
 
-export interface AnalystPriceTarget {
+interface AnalystPriceTarget {
   high?: number;
   median?: number;
   low?: number;
@@ -127,7 +127,7 @@ export interface AnalystPriceTarget {
   currency?: string;
 }
 
-export interface AnalystRecommendationTrend {
+interface AnalystRecommendationTrend {
   period: string;
   strongBuy?: number;
   buy?: number;
@@ -224,32 +224,137 @@ export interface FinancialStatement {
   researchAndDevelopment?: number;
   operatingExpense?: number;
   operatingIncome?: number;
+  operatingRevenue?: number;
+  totalExpenses?: number;
+  pretaxIncome?: number;
+  normalizedIncome?: number;
+  netIncomeCommonStockholders?: number;
+  netIncomeContinuousOperations?: number;
+  otherIncomeExpense?: number;
+  otherNonOperatingIncomeExpenses?: number;
+  depreciationAmortizationDepletionIncomeStatement?: number;
+  depreciationAndAmortizationInIncomeStatement?: number;
   interestExpense?: number;
   taxProvision?: number;
   netIncome?: number;
   ebitda?: number;
   basicEps?: number;
   eps?: number; // diluted
+  basicShares?: number;
   dilutedShares?: number;
   // Cash Flow
   operatingCashFlow?: number;
+  depreciationAndAmortization?: number;
+  depreciationAmortizationDepletion?: number;
+  depreciation?: number;
+  deferredIncomeTax?: number;
+  deferredTax?: number;
+  stockBasedCompensation?: number;
+  otherNonCashItems?: number;
+  changeInWorkingCapital?: number;
+  changeInReceivables?: number;
+  changeInInventory?: number;
+  changeInPayable?: number;
+  changeInAccountPayable?: number;
+  changeInOtherWorkingCapital?: number;
   capitalExpenditure?: number;
+  cashFlowFromContinuingOperatingActivities?: number;
+  interestPaidSupplementalData?: number;
+  incomeTaxPaidSupplementalData?: number;
+  purchaseOfPPE?: number;
+  saleOfPPE?: number;
+  netPPEPurchaseAndSale?: number;
   freeCashFlow?: number;
   investingCashFlow?: number;
+  cashFlowFromContinuingInvestingActivities?: number;
+  purchaseOfBusiness?: number;
+  saleOfBusiness?: number;
+  netBusinessPurchaseAndSale?: number;
+  purchaseOfInvestment?: number;
+  saleOfInvestment?: number;
+  netInvestmentPurchaseAndSale?: number;
+  netOtherInvestingChanges?: number;
   financingCashFlow?: number;
+  cashFlowFromContinuingFinancingActivities?: number;
   issuanceOfDebt?: number;
+  repaymentOfDebt?: number;
+  netIssuancePaymentsOfDebt?: number;
+  longTermDebtIssuance?: number;
+  longTermDebtPayments?: number;
+  netLongTermDebtIssuance?: number;
+  shortTermDebtIssuance?: number;
+  shortTermDebtPayments?: number;
+  netShortTermDebtIssuance?: number;
   repurchaseOfCapitalStock?: number;
+  commonStockIssuance?: number;
+  commonStockPayments?: number;
+  netCommonStockIssuance?: number;
   cashDividendsPaid?: number;
+  commonStockDividendPaid?: number;
+  netOtherFinancingCharges?: number;
+  beginningCashPosition?: number;
+  endCashPosition?: number;
+  changesInCash?: number;
+  effectOfExchangeRateChanges?: number;
   // Balance Sheet
   totalAssets?: number;
   currentAssets?: number;
   cashAndCashEquivalents?: number;
+  cashCashEquivalentsAndShortTermInvestments?: number;
+  otherShortTermInvestments?: number;
+  receivables?: number;
+  accountsReceivable?: number;
+  inventory?: number;
+  prepaidAssets?: number;
+  otherCurrentAssets?: number;
+  totalNonCurrentAssets?: number;
+  netPPE?: number;
+  grossPPE?: number;
+  accumulatedDepreciation?: number;
+  goodwill?: number;
+  otherIntangibleAssets?: number;
+  goodwillAndOtherIntangibleAssets?: number;
+  investmentsAndAdvances?: number;
+  otherNonCurrentAssets?: number;
   totalLiabilities?: number;
   currentLiabilities?: number;
+  currentDebt?: number;
+  currentDebtAndCapitalLeaseObligation?: number;
+  payablesAndAccruedExpenses?: number;
+  currentAccruedExpenses?: number;
+  payables?: number;
+  accountsPayable?: number;
+  currentDeferredRevenue?: number;
+  currentDeferredLiabilities?: number;
+  otherCurrentLiabilities?: number;
+  totalNonCurrentLiabilities?: number;
   longTermDebt?: number;
+  longTermDebtAndCapitalLeaseObligation?: number;
+  longTermCapitalLeaseObligation?: number;
+  nonCurrentDeferredLiabilities?: number;
+  nonCurrentDeferredTaxesLiabilities?: number;
+  otherNonCurrentLiabilities?: number;
   totalDebt?: number;
+  capitalLeaseObligations?: number;
+  totalCapitalization?: number;
   totalEquity?: number;
+  totalEquityGrossMinorityInterest?: number;
+  commonStockEquity?: number;
+  commonStock?: number;
+  capitalStock?: number;
+  additionalPaidInCapital?: number;
+  treasuryStock?: number;
+  gainsLossesNotAffectingRetainedEarnings?: number;
+  otherEquityAdjustments?: number;
   retainedEarnings?: number;
+  longTermEquityInvestment?: number;
+  workingCapital?: number;
+  netTangibleAssets?: number;
+  investedCapital?: number;
+  tangibleBookValue?: number;
+  shareIssued?: number;
+  ordinarySharesNumber?: number;
+  treasurySharesNumber?: number;
 }
 
 export interface PricePoint {

package/src/types/news-source.ts

@@ -1,7 +1,6 @@
 export type {
   NewsArticle,
   NewsQuery,
-  NewsQueryPhase,
   NewsQueryState,
   NewsStoryItem,
 } from "../news/types";

package/src/types/persistence.ts

@@ -6,7 +6,7 @@ export interface CachePolicy {
 
 export type CachePolicyMap = Partial<Record<string, CachePolicy>>;
 
-export interface PersistedResourceMetadata {
+interface PersistedResourceMetadata {
   fetchedAt: number;
   staleAt: number;
   expiresAt: number;

package/src/types/plugin.ts

@@ -20,8 +20,8 @@ import type { TickerRecord } from "./ticker";
 import type { InstrumentSearchResult } from "./instrument";
 
 export interface GloomSlots {
-  "detail:tab": { ticker: TickerRecord; financials: TickerFinancials | null };
-  "detail:section": { ticker: TickerRecord; financials: TickerFinancials | null };
+  "ticker-research:tab": { ticker: TickerRecord; financials: TickerFinancials | null };
+  "ticker-research:section": { ticker: TickerRecord; financials: TickerFinancials | null };
   "list:column": { ticker: TickerRecord; financials: TickerFinancials | null };
   "command:extra": { query: string };
   "command:preset": Record<string, never>;
@@ -77,7 +77,7 @@ interface PaneSettingFieldBase {
   storage?: "pane" | "plugin";
 }
 
-export interface PaneSettingToggleField extends PaneSettingFieldBase {
+interface PaneSettingToggleField extends PaneSettingFieldBase {
   type: "toggle";
 }
 
@@ -86,17 +86,17 @@ export interface PaneSettingTextField extends PaneSettingFieldBase {
   placeholder?: string;
 }
 
-export interface PaneSettingSelectField extends PaneSettingFieldBase {
+interface PaneSettingSelectField extends PaneSettingFieldBase {
   type: "select";
   options: PaneSettingOption[];
 }
 
-export interface PaneSettingMultiSelectField extends PaneSettingFieldBase {
+interface PaneSettingMultiSelectField extends PaneSettingFieldBase {
   type: "multi-select";
   options: PaneSettingOption[];
 }
 
-export interface PaneSettingOrderedMultiSelectField extends PaneSettingFieldBase {
+interface PaneSettingOrderedMultiSelectField extends PaneSettingFieldBase {
   type: "ordered-multi-select";
   options: PaneSettingOption[];
 }
@@ -122,10 +122,11 @@ export interface PaneTemplateContext {
   activeCollectionId: string | null;
 }
 
-export interface PaneTemplateShortcut {
+interface PaneTemplateShortcut {
   prefix: string;
   argPlaceholder?: string;
   argKind?: "text" | "ticker" | "ticker-list";
+  argOptional?: boolean;
 }
 
 export interface PaneTemplateCreateOptions {
@@ -138,6 +139,7 @@ export interface PaneTemplateCreateOptions {
 }
 
 export interface PaneTemplateInstanceConfig {
+  instanceId?: string;
   title?: string;
   binding?: PaneBinding;
   params?: Record<string, string>;
@@ -177,7 +179,7 @@ export interface CommandShortcutArgContext {
   activeTicker: string | null;
 }
 
-export interface CommandShortcutArgDef {
+interface CommandShortcutArgDef {
   placeholder?: string;
   kind?: "text" | "ticker" | "ticker-list";
   parse?: (
@@ -186,25 +188,37 @@ export interface CommandShortcutArgDef {
   ) => Record<string, string>;
 }
 
-export interface CliHelpColumn {
+export interface CommandResultDef {
+  id: string;
+  label: string;
+  detail?: string;
+  category?: string;
+  right?: string;
+  keywords?: string[];
+  current?: boolean;
+  disabled?: boolean;
+  execute: () => void | Promise<void>;
+}
+
+interface CliHelpColumn {
   header: string;
   align?: "left" | "right" | "center";
   width?: number;
 }
 
-export interface CliCommandHelpSection {
+interface CliCommandHelpSection {
   title: string;
   columns?: CliHelpColumn[];
   rows?: string[][];
   lines?: string[];
 }
 
-export interface CliCommandHelp {
+interface CliCommandHelp {
   usage?: string[];
   sections?: CliCommandHelpSection[];
 }
 
-export interface CliLaunchEnvironment {
+interface CliLaunchEnvironment {
   terminalWidth: number;
   terminalHeight: number;
 }
@@ -231,6 +245,7 @@ export type CliDispatchResult =
 export interface CliCommandContext {
   initConfigData(): Promise<import("../cli/types").ConfigContext>;
   initMarketData(): Promise<import("../cli/types").MarketContext>;
+  plugins: GloomPlugin[];
   fail(message: string, details?: string): never;
   closeAndFail(
     persistence: import("../data/app-persistence").AppPersistence,
@@ -261,6 +276,7 @@ export interface CommandDef {
   keywords: string[];
   shortcut?: string;
   shortcutArg?: CommandShortcutArgDef;
+  buildResults?: (arg: string) => CommandResultDef[];
   execute: (values?: Record<string, string>) => void | Promise<void>;
   category: "navigation" | "data" | "portfolio" | "config";
   description?: string;
@@ -270,14 +286,14 @@ export interface CommandDef {
   hidden?: () => boolean;
 }
 
-export interface CommandConfirmContext {
+interface CommandConfirmContext {
   config: AppConfig;
   layout: LayoutConfig;
   activeTicker: string | null;
   activeCollectionId: string | null;
 }
 
-export interface CommandConfirmDef {
+interface CommandConfirmDef {
   title: string;
   body: string[];
   confirmLabel?: string;
@@ -289,26 +305,26 @@ export interface CustomColumnDef extends ColumnConfig {
   render: (ticker: TickerRecord, financials: TickerFinancials | null) => string;
 }
 
-export interface DetailTabProps {
+export interface TickerResearchTabProps {
   width: number;
   height: number;
   focused: boolean;
   onCapture: (capturing: boolean) => void;
 }
 
-export interface DetailTabVisibilityContext {
+interface TickerResearchTabVisibilityContext {
   config: AppConfig;
   ticker: TickerRecord | null;
   financials: TickerFinancials | null | undefined;
   hasOptionsChain: boolean;
 }
 
-export interface DetailTabDef {
+export interface TickerResearchTabDef {
   id: string;
   name: string;
   order: number;
-  component: (props: DetailTabProps) => ReactNode;
-  isVisible?: (context: DetailTabVisibilityContext) => boolean;
+  component: (props: TickerResearchTabProps) => ReactNode;
+  isVisible?: (context: TickerResearchTabVisibilityContext) => boolean;
 }
 
 export interface KeyboardShortcut {
@@ -381,7 +397,7 @@ export interface PluginPaneSettingsState {
 }
 
 export type AppNotificationType = "info" | "success" | "error";
-export type AppDesktopNotificationMode = "never" | "when-inactive" | "always";
+type AppDesktopNotificationMode = "never" | "when-inactive" | "always";
 
 export interface AppNotificationRequest {
   title?: string;
@@ -420,7 +436,7 @@ export interface GloomPluginContext {
   registerColumn(column: CustomColumnDef): void;
   registerBroker(broker: BrokerAdapter): void;
   registerCapability(capability: PluginCapability): void;
-  registerDetailTab(tab: DetailTabDef): void;
+  registerTickerResearchTab(tab: TickerResearchTabDef): void;
   registerShortcut(shortcut: KeyboardShortcut): void;
   registerTickerAction(action: TickerAction): void;
   registerContextMenuProvider(provider: ContextMenuProviderDef): void;

package/src/types/ticker.ts

@@ -49,6 +49,7 @@ export interface Portfolio {
   brokerId?: string;
   brokerInstanceId?: string;
   brokerAccountId?: string;
+  lastSyncedAt?: number;
 }
 
 export interface Watchlist {

package/src/types/trading.ts

@@ -1,6 +1,6 @@
 import type { BrokerContractRef } from "./instrument";
 
-export type BrokerOrderAction = "BUY" | "SELL";
+type BrokerOrderAction = "BUY" | "SELL";
 export type BrokerOrderType = "MKT" | "LMT" | "STP" | "STP LMT";
 
 export interface BrokerCashBalance {
@@ -24,9 +24,31 @@ export interface BrokerAccount {
   excessLiquidity?: number;
   initMarginReq?: number;
   maintMarginReq?: number;
+  dailyPnl?: number;
+  unrealizedPnl?: number;
+  realizedPnl?: number;
   cashBalances?: BrokerCashBalance[];
 }
 
+export interface BrokerPortfolioPerformancePoint {
+  date: string;
+  value?: number;
+  cumulativeReturn?: number;
+}
+
+export interface BrokerPortfolioPerformance {
+  accountId: string;
+  source: "flex";
+  period: string;
+  currency?: string;
+  fetchedAt: number;
+  startDate?: string;
+  endDate?: string;
+  lastSuccessfulUpdate?: string;
+  stale?: boolean;
+  points: BrokerPortfolioPerformancePoint[];
+}
+
 export interface BrokerOrderRequest {
   brokerInstanceId?: string;
   accountId?: string;

package/src/ui/context-menu.tsx

@@ -1,6 +1,7 @@
 import { createContext, useCallback, useContext, useEffect, useMemo, useRef, type ReactNode } from "react";
 import { getSharedRegistry, type PluginRegistry } from "../plugins/registry";
 import type { TickerFinancials } from "../types/financials";
+import { TICKER_RESEARCH_PANE_ID } from "../types/config";
 import type { TickerRecord } from "../types/ticker";
 import {
   contextMenuDivider,
@@ -127,7 +128,7 @@ function selectedTextMenuItems(text: string, registry: PluginRegistry | null, co
       contextMenuDivider("selected-text:ticker-divider"),
       {
         id: "selected-text:open-ticker",
-        label: "Open Ticker Detail",
+        label: "Open Ticker Research",
         onSelect: () => registry?.navigateTicker(symbol),
       },
       {
@@ -176,7 +177,7 @@ export function linkContextMenuItems({
   ];
 }
 
-export function appContextMenuItems(registry: Pick<PluginRegistry, "openCommandBar"> | null): ContextMenuItem[] {
+function appContextMenuItems(registry: Pick<PluginRegistry, "openCommandBar"> | null): ContextMenuItem[] {
   return [
     {
       id: "app:command-bar",
@@ -224,13 +225,13 @@ export function tickerContextMenuItems({
   const items: ContextMenuItem[] = [
     {
       id: "ticker:open",
-      label: `Open ${symbol} Detail`,
+      label: `Open ${symbol} Ticker Research`,
       onSelect: () => (openTicker ? openTicker(symbol) : registry?.navigateTicker(symbol)),
     },
     {
       id: "ticker:pin-floating",
-      label: `Open ${symbol} in New Floating Detail`,
-      onSelect: () => registry?.pinTicker(symbol, { floating: true, paneType: "ticker-detail", forceNewPane: true }),
+      label: `Open ${symbol} in New Floating Ticker Research`,
+      onSelect: () => registry?.pinTicker(symbol, { floating: true, paneType: TICKER_RESEARCH_PANE_ID, forceNewPane: true }),
     },
     {
       id: "ticker:copy-symbol",