**Verdict: BLOCK** — exact tree `97971e47f40cc85b8d0b2a404d50a97132f1e2c4`

### P0 — 0

### P1 — 3

1. **No-op refresh can write valuation snapshots**
   - `src/jarvis_finance/services/market_service.py:418-428` invokes `run_daily_market_valuation()` whenever coverage is complete, even when `updated == 0`.
   - Deterministic probe with one pre-cached quote returned `updated=0`, `cached=1`, but changed `portfolio_valuation_snapshots` from **0 to 2**.
   - Additionally, `asset_price_refresh.py:183-189,388` treats provider metadata replays as updates in this tree, allowing an aggregate wealth snapshot despite no new economic observation.
   - **Fix:** gate valuation and aggregate snapshot creation on newly persisted economic observations, not cache coverage or provider-processing counts.

2. **Canonical source identity is not the required stable tuple**
   - `src/jarvis_finance/market_data/prices.py:518-525` includes mutable `provider_symbol` and `price_type` in `source_observation_id`.
   - Counterprobe using the same provider, instrument and exact quote timestamp but a corrected symbol produced two unrelated identities, both `payload_version=1`, with no predecessor.
   - This violates provider + instrument + precise quote-time identity and loses correction lineage when mappings/symbols change.
   - **Fix:** derive source identity solely from normalized provider, canonical instrument ID and precise provider timestamp; keep symbol/type in the economic payload.

3. **UI presents the model date as a price date**
   - `frontend/src/components/wealth/WealthCockpitPanel.vue:38-40` labels `modelled.current.date` as **“Verwendeter Kursstichtag”**.
   - The backend sets point `date` from the model timeline (`modelled_wealth.py:725-732`), while actual component provenance is separately held in `source_date`.
   - Carried/stale prices can therefore display today as the supposedly used course date.
   - **Fix:** expose and render an authoritative quote/source-date aggregate, or relabel this field as “Modellstand” and show actual price provenance separately.

### P2 — 1

1. **Displayed valuation-quality counts count heterogeneous components, not valuations**
   - `WealthCockpitPanel.vue:111` counts five wealth component categories and then adds `unknown_accounts`; line 40 labels these totals **“Bewertungen”**.
   - This can materially confuse source categories/accounts with asset valuations.
   - **Fix:** return valuation counts from the backend at the intended instrument/account granularity, or label these explicitly as component categories.

### Evidence / notes

- Focused backend gates passed: **27 tests passed**.
- No repository files were modified.
- The staged index changed concurrently during review from requested tree `97971e47` to `825cc9b8`; findings above remain explicitly bound to immutable tree `97971e47`.