feat: user-editable ISIN→ticker mappings for unrecognised holdings

When a holding has no price (ISIN not in the built-in map and Yahoo
rejects the raw ISIN), the portfolio page now shows an amber banner
listing each missing ISIN with an inline text input and a "Look up"
link to Yahoo Finance symbol search.

Submitting the form POSTs to /portfolio/ticker which upserts the mapping
into a finance_ticker_mappings collection keyed by (user_id, ISIN).
On the next page load custom mappings are resolved first, before the
hardcoded isinToTicker table, so user overrides always win.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

apps/finance/services/api/main/handler.go

@@ -186,6 +186,8 @@ type storeIface interface {
 	updateGoal(ctx context.Context, id, userID string, update bson.M) error
 	deleteGoal(ctx context.Context, id, userID string) error
 	seedCategories(ctx context.Context, userID string) error
+	getTickerMappings(ctx context.Context, userID string) ([]TickerMapping, error)
+	saveTickerMapping(ctx context.Context, userID, isin, ticker string) error
 	getHousehold(ctx context.Context, userID string) (*Household, error)
 	createHousehold(ctx context.Context, h *Household) error
 	deleteHousehold(ctx context.Context, userID string) error
@@ -460,7 +462,7 @@ func (h *Handler) Dashboard(w http.ResponseWriter, r *http.Request) {
 	var portfolioHoldings []Holding
 	var portfolioPricesAvailable bool
 	if trades, err := h.store.getTrades(ctx, a.UserID); err == nil && len(trades) > 0 {
-		prices, _ := fetchPricesByISIN(uniqueISINs(trades))
+		prices, _ := fetchPricesByISIN(uniqueISINs(trades), nil)
 		holdings := computeHoldings(trades, prices)
 		pr := aggregatePortfolio(holdings)
 		portfolioHoldings = pr.Holdings
@@ -1330,11 +1332,26 @@ func (h *Handler) Portfolio(w http.ResponseWriter, r *http.Request) {
 		return
 	}
 
-	prices, err := fetchPricesByISIN(isins)
+	// load user-saved ISIN→ticker overrides
+	customMappings, _ := h.store.getTickerMappings(ctx, a.UserID)
+	custom := make(map[string]string, len(customMappings))
+	for _, m := range customMappings {
+		custom[m.ISIN] = m.Ticker
+	}
+
+	prices, err := fetchPricesByISIN(isins, custom)
 	if err != nil {
 		slog.Error("fetch prices", "err", err)
 	}
 
+	// collect ISINs for which we got no price
+	var missingPrices []string
+	for _, isin := range isins {
+		if prices[isin] == 0 {
+			missingPrices = append(missingPrices, isin)
+		}
+	}
+
 	holdings := computeHoldings(trades, prices)
 	pr := aggregatePortfolio(holdings)
 
@@ -1348,9 +1365,27 @@ func (h *Handler) Portfolio(w http.ResponseWriter, r *http.Request) {
 		TotalCostCents:  pr.TotalCost,
 		TotalPCLCents:   pr.TotalPCL,
 		TotalPCLPct:     pr.PCLPct,
+		MissingPrices:   missingPrices,
 	})
 }
 
+func (h *Handler) SaveTickerMapping(w http.ResponseWriter, r *http.Request) {
+	ctx := r.Context()
+	a := getAuth(r)
+	isin := strings.TrimSpace(r.FormValue("isin"))
+	ticker := strings.TrimSpace(r.FormValue("ticker"))
+	if isin == "" || ticker == "" {
+		http.Error(w, "isin and ticker required", http.StatusBadRequest)
+		return
+	}
+	if err := h.store.saveTickerMapping(ctx, a.UserID, isin, ticker); err != nil {
+		slog.Error("save ticker mapping", "err", err)
+		http.Error(w, "save error", http.StatusInternalServerError)
+		return
+	}
+	http.Redirect(w, r, "/portfolio", http.StatusSeeOther)
+}
+
 func (h *Handler) ImportSecurities(w http.ResponseWriter, r *http.Request) {
 	ctx := r.Context()
 	a := getAuth(r)
@@ -1884,7 +1919,7 @@ func (h *Handler) NetWorth(w http.ResponseWriter, r *http.Request) {
 	var portfolioCents int64
 	var pricesAvailable bool
 	if trades, err2 := h.store.getTrades(ctx, a.UserID); err2 == nil && len(trades) > 0 {
-		prices, _ := fetchPricesByISIN(uniqueISINs(trades))
+		prices, _ := fetchPricesByISIN(uniqueISINs(trades), nil)
 		holdings := computeHoldings(trades, prices)
 		pr := aggregatePortfolio(holdings)
 		for _, p := range prices {
@@ -2414,6 +2449,7 @@ func (h *Handler) RegisterRoutes(mux *http.ServeMux) {
 	mux.HandleFunc("POST /import/preview", h.ImportPreview)
 	mux.HandleFunc("POST /import/confirm", h.ImportConfirm)
 	mux.HandleFunc("POST /import/securities", h.ImportSecurities)
+	mux.HandleFunc("POST /portfolio/ticker", h.SaveTickerMapping)
 	mux.HandleFunc("POST /accounts", h.Accounts)
 	mux.HandleFunc("DELETE /accounts/{id}", h.Accounts)
 	mux.HandleFunc("POST /categories", h.Categories)

apps/finance/services/api/main/handler_test.go

@@ -154,6 +154,11 @@ func (m *mockStore) deleteGoal(_ context.Context, id, _ string) error {
 }
 func (m *mockStore) seedCategories(_ context.Context, _ string) error { return nil }
 
+func (m *mockStore) getTickerMappings(_ context.Context, _ string) ([]TickerMapping, error) {
+	return nil, nil
+}
+func (m *mockStore) saveTickerMapping(_ context.Context, _, _, _ string) error { return nil }
+
 func (m *mockStore) getHousehold(_ context.Context, _ string) (*Household, error) {
 	return nil, fmt.Errorf("not found")
 }

apps/finance/services/api/main/models.go

@@ -207,6 +207,8 @@ type PortfolioData struct {
 	TotalPCLCents    int64
 	TotalPCLPct      float64
 	RealizedPCLCents int64
+	// ISINs for which no price could be fetched (so user can supply a ticker)
+	MissingPrices []string
 }
 
 type SharingData struct {

apps/finance/services/api/main/portfolio.go

@@ -13,6 +13,7 @@ import (
 
 type TickerMapping struct {
 	ISIN   string `bson:"_id" json:"isin"`
+	UserID string `bson:"user_id" json:"user_id"`
 	Ticker string `bson:"ticker" json:"ticker"`
 }
 
@@ -150,10 +151,10 @@ type TickerStore interface {
 	Load() error
 }
 
-// fetchPricesByISIN resolves each ISIN to a Yahoo Finance ticker (via isinToTicker),
+// fetchPricesByISIN resolves each ISIN to a Yahoo Finance ticker, checking
-// fetches the current market price, and returns a map keyed by ISIN.
+// custom (user-saved) mappings first, then the hardcoded isinToTicker map,
-// ISINs with no known ticker mapping are tried directly as a ticker (fallback).
+// then falling back to the raw ISIN as a last resort.
-func fetchPricesByISIN(isins []string) (map[string]int64, error) {
+func fetchPricesByISIN(isins []string, custom map[string]string) (map[string]int64, error) {
 	if len(isins) == 0 {
 		return map[string]int64{}, nil
 	}
@@ -162,8 +163,11 @@ func fetchPricesByISIN(isins []string) (map[string]int64, error) {
 	client := &http.Client{Timeout: 10 * time.Second}
 
 	for _, isin := range isins {
-		ticker, ok := isinToTicker[isin]
+		ticker := custom[isin]
-		if !ok {
+		if ticker == "" {
+			ticker = isinToTicker[isin]
+		}
+		if ticker == "" {
 			ticker = isin // last-resort fallback
 		}
 

apps/finance/services/api/main/store.go

@@ -328,6 +328,36 @@ var defaultCategories = []struct {
 	{"Other", "#9E9E9E"},
 }
 
+func (s *Store) tickerMappings() *mgmongo.Collection {
+	return s.db.Collection("finance_ticker_mappings")
+}
+
+func (s *Store) getTickerMappings(ctx context.Context, userID string) ([]TickerMapping, error) {
+	ctx, span := mongo.StartSpan(ctx, "Store.getTickerMappings")
+	defer span.End()
+	cur, err := s.tickerMappings().Find(ctx, bson.M{"user_id": userID})
+	if err != nil {
+		return nil, err
+	}
+	defer cur.Close(ctx)
+	var items []TickerMapping
+	if err := cur.All(ctx, &items); err != nil {
+		return nil, err
+	}
+	return items, nil
+}
+
+func (s *Store) saveTickerMapping(ctx context.Context, userID, isin, ticker string) error {
+	ctx, span := mongo.StartSpan(ctx, "Store.saveTickerMapping")
+	defer span.End()
+	_, err := s.tickerMappings().UpdateOne(ctx,
+		bson.M{"_id": isin, "user_id": userID},
+		bson.M{"$set": bson.M{"ticker": ticker, "user_id": userID}},
+		options.UpdateOne().SetUpsert(true),
+	)
+	return err
+}
+
 func (s *Store) households() *mgmongo.Collection {
 	return s.db.Collection("finance_households")
 }

apps/finance/services/api/main/templates/portfolio.html

@@ -4,6 +4,23 @@
 
 {{if $d.Holdings}}
 
+{{if $d.MissingPrices}}
+<div style="background:rgba(245,158,11,0.08); border:1px solid rgba(245,158,11,0.35); border-radius:12px; padding:16px 20px; margin-bottom:20px;">
+  <div style="font-weight:600; font-size:0.9rem; margin-bottom:12px;">⚠ Live price unavailable for {{len $d.MissingPrices}} holding{{if gt (len $d.MissingPrices) 1}}s{{end}} — add a Yahoo Finance ticker to fix this</div>
+  {{range $d.MissingPrices}}
+  <form method="post" action="/portfolio/ticker" style="display:flex; align-items:center; gap:8px; margin-bottom:8px;">
+    <input type="hidden" name="isin" value="{{.}}">
+    <code style="font-size:0.8rem; color:var(--muted); min-width:140px;">{{.}}</code>
+    <input type="text" name="ticker" placeholder="e.g. QDVE.DE" required
+           style="padding:6px 10px; border:1px solid var(--border); border-radius:8px; background:var(--bg); color:var(--text); font-size:0.85rem; width:130px;">
+    <button type="submit" style="padding:6px 14px; background:var(--accent); color:#fff; border:none; border-radius:8px; font-size:0.85rem; font-weight:600; cursor:pointer;">Save</button>
+    <a href="https://finance.yahoo.com/lookup/" target="_blank" rel="noopener"
+       style="font-size:0.78rem; color:var(--accent);">Look up ↗</a>
+  </form>
+  {{end}}
+</div>
+{{end}}
+
 <div class="grid">
   <div class="card value-card animate-on-scroll">
     <h2>Total Value</h2>

apps/finance/services/api/main/testdata/traderepublic_securities.csv

@@ -1,6 +0,0 @@
-"datetime","date","account_type","category","type","asset_class","name","symbol","shares","price","amount","fee","tax","currency","original_amount","original_currency","fx_rate","description","transaction_id","counterparty_name","counterparty_iban","payment_reference","mcc_code"
-"2025-12-11T08:08:30.375Z","2025-12-11","DEFAULT","TRADING","BUY","FUND","S&P 500 Information Tech USD (Acc)","IE00B3WJKG14","0.8289580000","36.1900000000","-30.00","-1.00","","EUR","","","","Buy trade IE00B3WJKG14 iShares S&P 500 Info Tech UCITS ETF USD (Acc), quantity: 0.828958","905f97ce-8c20-4891-8713-cb084b0cecb1","","","",""
-"2025-12-11T08:09:16.732Z","2025-12-11","DEFAULT","TRADING","BUY","FUND","Core S&P 500 USD (Acc)","IE00B5BMR087","0.0287900000","625.1800000000","-18.00","-1.00","","EUR","","","","Buy trade IE00B5BMR087 iShares Core S&P 500 UCITS ETF USD (Acc), quantity: 0.02879","8bf8206a-a90e-4df4-98d5-3473dcf1c7d6","","","",""
-"2026-02-26T07:53:08.309Z","2026-02-26","DEFAULT","TRADING","BUY","FUND","Core S&P 500 USD (Acc)","IE00B5BMR087","0.1586540000","630.3000000000","-100.00","-1.00","","EUR","","","","Buy trade IE00B5BMR087 iShares Core S&P 500 UCITS ETF USD (Acc), quantity: 0.158654","c154e2fd-7e13-43dc-b78f-48a0bf4b9fc6","","","",""
-"2026-02-26T07:54:29.927Z","2026-02-26","DEFAULT","TRADING","BUY","FUND","Core MSCI World USD (Acc)","IE00B4L5Y983","0.8578050000","114.2500000000","-98.00","-1.00","","EUR","","","","Buy trade IE00B4L5Y983 iShares Core MSCI World UCITS ETF USD (Acc), quantity: 0.857805","7c79b9aa-82ce-48e7-bf93-20786b7977b5","","","",""
-"2026-04-15T07:28:37.604Z","2026-04-15","DEFAULT","TRADING","BUY","FUND","Core S&P 500 USD (Acc)","IE00B5BMR087","0.1575100000","634.8800000000","-100.00","-1.00","","EUR","","","","Buy trade IE00B5BMR087 iShares Core S&P 500 UCITS ETF USD (Acc), quantity: 0.15751","4062d871-f968-483a-8f1f-16447c877201","","","",""