What each tab does

• Prices — live spot prices for the major precious metals. Refresh + insert into a slide as a table or text.
• Bloomberg — multi-year historical price chart per metal, with DMA overlays, candle / lease sub-views, range buttons, and per-metal annotations (point or shaded zone). Sub-tabs: Stats, Ratios, Correlation, ETFs, Equities.
• Markets — supply / demand / balance charts per metal, with multi-year animation and forecast overlays.
• News — multi-source PGM news, ★-saved headlines, search, source filter, "NEW since last visit" badge.
• Cost Curve — per-mine production vs unit cost stacked by component (on-mine, smelting, refining, other, SIB). Click a bar for the decomposition popover; click a mine name to highlight it. Filter, sort, sparkline trend, Δ YoY column, basket-price overlay, custom reference lines.
• Briefing — multi-slide market briefing generator. Tick the sections you want (cover, cost curve, per-PGM price charts, supply / demand, headlines, equities, AI exec summary), tune branding + advanced options, then click Generate Briefing. Slides append to the active deck.
• Settings — display currency, auto-refresh, saved-view import/export, BYO LLM key for AI summaries, price alerts.

Common workflows

1. Insert a chart into the active slide — load the data on its tab (Bloomberg / Markets / Cost Curve), then click Insert Chart on that tab. Or use 📋 As Slide to add a fresh title-slide containing the chart and a source line.
2. Save and reload a view preset — on Cost / Markets / Bloomberg, configure the filters / range / format you want, type a name into the Save view input and click save. Recall via the dropdown at any time. Views persist in localStorage and round-trip through the JSON export under Settings → Saved Views.
3. Filter and export the cost curve — use the search input above the mine table to narrow rows, click any column header to sort, then ↓ CSV. The download mirrors what's on screen — same filter, same sort, same Δ YoY and Total cost columns. Filename ends with -filtered when fewer rows than the unfiltered set.
4. Annotate a Bloomberg chart — open 📌 Annotations, pick a date (and optionally an end date for a shaded zone), choose a type (Event / Regulatory / Supply / Demand / Geopolitical / Data), enter a label and optional note, click Add. The marker appears immediately on screen and in every export. Toggle the eye icon to hide without deleting.
5. Add reference lines on the cost curve — open Filters, scroll to Reference lines, type a value (in current y-axis units) and a label (e.g. 1100 / Avg Pt), click +Add. Multiple lines are colour-cycled and labelled on the left edge. Saved with the view.
6. Configure your LLM key for AI summaries — Settings → LLM (BYO key) → pick provider → paste key → Save key → Test connection. Then enable ✨ AI executive summary on the Briefing tab and click Generate Briefing.
7. Generate a multi-slide briefing — Briefing tab → tick the sections you want → Generate. Slides append to the end of the active deck; existing slides aren't touched. The narrative slide (if enabled) is spliced in right after the cover.
8. Restore data after a stale cache — the dot strip above the tab bar shows freshness per source (green <1h, amber <6h, red older). Click into the relevant tab and use its refresh button to force a fresh fetch.

Data sources

• Prices — Yahoo Finance (live spot, refreshed on demand or via auto-refresh).
• Bloomberg / Markets — local JSON caches built nightly from the SFA Bloomberg sheet; the addin reads the cache files directly.
• Cost Curve — the SFA quarterly cost workbook (COLLATION_New_*.xlsx), parsed server-side into per-mine and per-region records.
• News — multiple RSS / news APIs aggregated server-side per metal; refreshed on a cron + lazy fetch when you visit the tab.
• Equities — Yahoo Finance for live and historical price; per-ticker company news fetched on click.

Annotations

• Point vs zone — leaving the End date empty produces a single dashed vertical line; filling it produces a translucent shaded band between the two dates.
• Type drives the colour and list glyph: ● Event (orange), ⚖ Regulatory (cyan), ⛏ Supply (red), ↗ Demand (green), ⚔ Geopolitical (purple), 📊 Data release (grey).
• Hidden vs deleted — the eye icon temporarily hides without losing the entry; ✕ deletes permanently.
• Per-metal scope — annotations are stored per metal under sfaBbAnnotations; switching metals shows that metal's set.
• Annotations carry into every export (Insert Chart, As Slide, Insert GIF, briefings).

Privacy & your data

• All data lives in this browser's localStorage on your machine — saved views, annotations, news favourites, LLM keys, briefing preferences.
• Your LLM key is sent only to the provider you select (OpenAI or Anthropic) when you trigger an AI feature. It never reaches SFA servers.
• Live prices and news come from third-party APIs via the SFA local server. The server caches responses but doesn't log identifiable user activity.
• To wipe everything, clear localStorage for the addin's host (DevTools → Application → Storage).

Troubleshooting

• "Cost data not loading" — check the freshness dot. If red/cold, the server hasn't loaded the workbook yet. Try the refresh button on the Cost tab.
• "Bloomberg chart looks empty" — first visit on a metal triggers a lazy fetch; allow a few seconds. If still empty after 30s, refresh.
• "AI summary fails with a 401" — your LLM key is invalid or expired. Re-paste in Settings → LLM, then Test connection.
• "AI summary fails with a 429" — rate limit hit. Wait a minute and retry, or set a lower max-tokens cap in state.llm.maxTokens.
• "Inserted chart looks small / blurry" — the SVG is rasterised at 3× the slide size; if PowerPoint still scales it down, increase the chart's Width in the format panel before inserting.
• "Annotation didn't appear on chart" — date may fall outside the visible range. Check the range bar and widen it, or check the annotation isn't toggled hidden (eye icon).

Glossary

Search domain abbreviations. Items below also surface as dotted-underline tooltips wherever they appear in the addin.

Keyboard shortcuts

About

SFA Market Intelligence — an internal SFA Oxford add-in for live price monitoring, Bloomberg history analysis, market-balance charts, news aggregation and cost-curve interrogation. Source data is SFA's own research plus Bloomberg / Yahoo / Refinitiv where annotated.

Settings

Saved Views

Export / import your named view presets across all tabs. Useful for backing up before a workbook reload, or sharing a configuration with a colleague.

LLM (BYO key)

Bring your own OpenAI or Anthropic key for AI-written executive summaries in briefings. Stored in this browser's localStorage. Use a project-scoped key with the lowest spend cap that does the job. Keys are only sent to the provider you select; never to SFA servers.

Price Alerts