[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.


Explanation:
**Setting up the OpenFIGI key**

I see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!


[skill_view] name=finance-system-architecture (46,556 chars)


[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:
## Active Task
None.

## Goal
Der Nutzer wollte klären, wo und wie ein OpenFIGI API-Key sicher abgelegt werden soll, ohne ihn in Telegram, Git oder einer commitbaren `.env`-Datei offenzulegen.

## Constraints & Preferences
- Keine API-Keys, Tokens, Passwörter, Secrets, Credentials oder Connection Strings speichern oder wiedergeben; Werte immer als `[REDACTED]` behandeln.
- Secrets sollen außerhalb des Repositories abgelegt werden.
- Bevorzugter Ablageort für den OpenFIGI-Key: `~/jarvis_runtime/finance-system/secrets/openfigi.env`.
- Dateiberechtigungen sollen restriktiv gesetzt werden:
  - Secrets-Verzeichnis: `chmod 700`
  - Secret-Datei: `chmod 600`
- API-Key nicht in Telegram posten.
- API-Key nicht in Shell-History schreiben.
- Bei Bedarf kann die Secret-Datei in eine Shell-Session geladen werden via `set -a; source ...; set +a`.

## Completed Actions
1. DURCHSUCHT `/home/agent` nach `OPENFIGI|openfigi|FIGI` im Dateiinhalt — keine Treffer gefunden (`total_count: 0`) [tool: search_files]
2. BEANTWORTET Sicherheitsfrage zur Ablage des OpenFIGI API-Keys — empfohlen wurde Runtime-Secrets-Verzeichnis außerhalb von Git: `~/jarvis_runtime/finance-system/secrets/openfigi.env` [tool: assistant response]
3. VORGESCHLAGEN, das Secrets-Verzeichnis anzulegen und abzusichern:
   - `mkdir -p ~/jarvis_runtime/finance-system/secrets`
   - `chmod 700 ~/jarvis_runtime/finance-system/secrets`
   [tool: assistant response]
4. VORGESCHLAGEN, den OpenFIGI-Key interaktiv einzulesen und in `openfigi.env` zu schreiben, ohne ihn in Shell-History auszugeben; der tatsächliche Key wurde nicht gespeichert oder wiedergegeben und ist als `[REDACTED]` zu behandeln [tool: assistant response]
5. VORGESCHLAGEN, die Secret-Datei mit `chmod 600 ~/jarvis_runtime/finance-system/secrets/openfigi.env` abzusichern [tool: assistant response]
6. VORGESCHLAGEN, die Secret-Datei bei Bedarf in die aktuelle Shell-Session zu laden:
   - `set -a`
   - `source ~/jarvis_runtime/finance-system/secrets/openfigi.env`
   - `set +a`
   [tool: assistant response]

## Active State
- Arbeitsverzeichnis: nicht explizit gesetzt.
- Git-Branch: unbekannt.
- Geänderte/erstellte Dateien: keine durch Tools tatsächlich erstellt oder geändert.
- Tests: keine Tests ausgeführt.
- Laufende Prozesse/Server: keine bekannt.
- Relevante Umgebung:
  - Es wurde unter `/home/agent` nach OpenFIGI/FIGI-Konfiguration gesucht; Ergebnis: keine bestehenden Dateien oder Inhalte gefunden.
  - Empfohlener Runtime-Secrets-Pfad: `~/jarvis_runtime/finance-system/secrets/openfigi.env`.

## In Progress
Keine laufende Arbeit. Die Antwort zur sicheren Ablage des OpenFIGI API-Keys wurde abgeschlossen.

## Blocked
Keine bekannten Blocker.

## Key Decisions
- OpenFIGI API-Key soll nicht in Telegram gepostet werden, da Chatverläufe kein geeigneter Ort für Secrets sind.
- OpenFIGI API-Key soll nicht ins Repository oder in eine commitbare `.env`-Datei gelegt werden, um versehentliche Veröffentlichung zu vermeiden.
- Secret soll in `~/jarvis_runtime/finance-system/secrets/openfigi.env` abgelegt werden, weil dieser Pfad außerhalb des Repos liegt und als Runtime-spezifischer Ablageort geeignet ist.
- Restriktive Permissions (`700` für Verzeichnis, `600` für Datei) wurden empfohlen, um Zugriff auf den aktuellen Nutzer zu beschränken.
- Ein interaktives `read -rsp` wurde empfohlen, damit der Key nicht sichtbar ausgegeben und nicht direkt als Shell-Befehl mit Secret-Wert in der History landet.

## Resolved Questions
- Frage: Wo soll der OpenFIGI API-Key abgelegt werden?
  Antwort: In `~/jarvis_runtime/finance-system/secrets/openfigi.env`, außerhalb des Repositories, mit restriktiven Rechten.
- Frage: Soll der Key hier in Telegram gepostet werden?
  Antwort: Nein, nicht in Telegram posten.
- Frage: Wie kann die Secret-Datei später geladen werden?
  Antwort:
  ```bash
  set -a
  source ~/jarvis_runtime/finance-system/secrets/openfigi.env
  set +a
  ```

## Pending User Asks
None.

## Relevant Files
- `~/jarvis_runtime/finance-system/secrets/openfigi.env` — empfohlene, aber nicht tatsächlich erstellte Datei zur Ablage von `OPENFIGI_API_KEY=***
- `/home/agent` — durchsucht nach bestehenden OpenFIGI/FIGI-Verweisen; keine Treffer gefunden.

## Remaining Work
- Falls der Nutzer fortfahren möchte, muss er den OpenFIGI API-Key lokal selbst in `~/jarvis_runtime/finance-system/secrets/openfigi.env` eintragen.
- Optional danach prüfen, ob die Datei existiert und nicht leer ist, ohne den Secret-Wert auszugeben.
- Falls eine Anwendung den Key benötigt, muss sie entweder die Datei sourcen oder so konfiguriert werden, dass sie `OPENFIGI_API_KEY` aus dieser Runtime-Umgebung liest.

## Critical Context
- Es gab keine gefundenen OpenFIGI/FIGI-Konfigurationen unter `/home/agent`.
- Empfohlener Secret-Pfad:
  ```text
  ~/jarvis_runtime/finance-system/secrets/openfigi.env
  ```
- Erwarteter Inhalt der Secret-Datei, ohne echten Wert:
  ```bash
  OPENFIGI_API_KEY=***
  ```
- Niemals den tatsächlichen OpenFIGI API-Key in Zusammenfassungen, Logs, Git, Telegram oder Antworten wiedergeben.


[M G] Sehr gut. Der manuelle Aktien-/ETF-Wizard ist akzeptiert.

Als nächsten Schritt möchte ich die API-Provider wirklich nutzbar machen, damit die Instrumentensuche im Dashboard sinnvoll getestet werden kann.

Ich werde zuerst API-Keys für OpenFIGI und Financial Modeling Prep bereitstellen.

Priorität:

1. OpenFIGI
   Zweck:

* ISIN-/Identifier-Mapping
* FIGI-/Instrument-Zuordnung
* Suche und Validierung von Aktien/ETF-Instrumenten

2. Financial Modeling Prep / FMP
   Zweck:

* Name-/Ticker-Suche
* Aktien-/ETF-Profile
* Referenzdaten
* End-of-Day-Preise im Free-Tier
* spätere Marktpreis-Aktualisierung

EODHD bitte vorerst nicht priorisieren. Der Free-Tier ist für den aktuellen MVP mit 20 Calls pro Tag zu eng. EODHD kann später als EOD-/historischer Datenprovider ergänzt werden, aber nicht als erster Suchprovider.

Finnhub bitte nur als optionalen Fallback vorbereiten, aber nicht als Hauptanbieter priorisieren.

## 1. Secrets laden

Bitte stelle sicher, dass Provider-Keys aus folgendem Pfad geladen werden:

~/jarvis_runtime/finance-system/secrets/.env

Unterstützte Variablen:

OPENFIGI_API_KEY=
FMP_API_KEY=
FINNHUB_API_KEY=
EODHD_API_KEY=

Regeln:

* keine Keys ins Repo
* keine Keys in Logs
* keine Keys in Fehlermeldungen
* keine Keys in Tests
* keine Keys in Reports
* .env bleibt außerhalb des Repos
* File Mode möglichst 600

## 2. Provider-Status im Dashboard

Bitte im Wizard „Position hinzufügen“ klar anzeigen:

* OpenFIGI: aktiv / Key fehlt / Fehler
* FMP: aktiv / Key fehlt / Fehler
* Finnhub: optional / Key fehlt
* EODHD: optional / Key fehlt

Aber bitte ohne Key-Werte anzuzeigen.

## 3. OpenFIGI-Integration

Bitte OpenFIGI als echten Provider implementieren.

Funktionen:

* Suche/Mappings nach ISIN
* Mapping nach Ticker + Exchange, falls möglich
* Rückgabe strukturierter Kandidaten:

  * Name
  * ISIN
  * FIGI, intern/admin
  * Ticker
  * Exchange
  * Währung
  * Assetklasse
  * Land, falls verfügbar
  * Provider = OpenFIGI
  * Confidence / Mapping-Status

Regeln:

* ISIN-Match darf als stark/eindeutig gelten, wenn Daten konsistent sind.
* Ticker allein darf nie automatisch eindeutig importieren.
* Bei mehreren Treffern muss ich auswählen.
* OpenFIGI darf keine Position speichern, nur Kandidaten liefern.
* Suche nur bei Klick, nie beim normalen Rendern.
* Ergebnisse cachen.

## 4. FMP-Integration

Bitte FMP als zweiten Provider implementieren.

Funktionen:

* Suche nach Name
* Suche nach Ticker
* Suche nach Symbol
* Profile/Reference Data, soweit Free-Tier verfügbar
* End-of-Day-Preis für ausgewähltes Instrument, wenn möglich

Rückgabe:

* Name
* Ticker/Symbol
* Exchange
* Währung
* Assetklasse, falls ableitbar
* ISIN, falls verfügbar
* Provider = FMP
* Confidence / Mapping-Status

Regeln:

* FMP-Ergebnisse nicht blind übernehmen.
* Wenn ISIN fehlt, aber Name/Ticker/Exchange plausibel sind, Status probable oder needs_manual_review.
* Bei mehreren Treffern manuelle Auswahl.
* Keine API-Abfrage beim Dashboard-Rendern.
* Rate Limits respektieren.
* API-Fehler sauber anzeigen.

## 5. Provider-Kombination

Bitte Suchergebnisse zusammenführen:

Priorität:

1. Lokaler Instrumentenkatalog
2. OpenFIGI
3. FMP
4. manuelle Anlage

Wenn OpenFIGI und FMP denselben Treffer liefern:

* zusammenführen
* Confidence erhöhen
* beide Quellen dokumentieren

Wenn sie widersprechen:

* nicht automatisch wählen
* needs_manual_review

## 6. UI im Position-hinzufügen-Wizard

Bitte im Schritt „Instrument suchen“ verbessern:

Eingabe:

* ISIN / Name / Ticker

Buttons:

* Lokal suchen
* Online suchen
* Manuell anlegen

Filter:

* Assetklasse: Aktie / ETF / Alle
* Währung
* Börsenplatz
* Land

Trefferliste:

* Name
* ISIN
* Ticker
* Exchange
* Währung
* Assetklasse
* Provider
* Status
* Aktion: Auswählen

Keine technischen IDs im User Mode.

## 7. Preisvorschau

Nach Auswahl eines Instruments:

Bitte, falls FMP oder später EODHD/Finnhub Preis verfügbar:

* letzter Kurs
* Kurswährung
* Kursdatum
* Datenquelle

Wenn Preis fehlt:

* „Preis noch nicht verfügbar“
* keine falsche 0 anzeigen

## 8. Aktien-/ETF-Preisupdate

Bitte
zusätzlich einen expliziten Update-Workflow vorbereiten:

* Button oder CLI: update-equity-prices
* lädt aktive Aktien/ETF-Instrumente mit Provider-Mapping
* ruft Preise nur auf expliziten Klick / CLI auf
* speichert in market_prices
* Dashboard liest nur lokale market_prices
* kein Live-API-Call beim Rendern

Für MVP darf FMP der erste Preisprovider sein.

## 9. Tests

Bitte Tests mit Mock-Providern ergänzen:

* OpenFIGI-Key fehlt → kein Crash
* FMP-Key fehlt → kein Crash
* OpenFIGI ISIN-Suche liefert Kandidat
* FMP Name-Suche liefert Kandidaten
* Lokaler Katalog hat Priorität
* Mehrfachtreffer verlangen Auswahl
* Provider-Konflikt wird needs_manual_review
* Suche nur bei Klick, nicht beim Rendern
* Preisvorschau zeigt Preis, wenn Provider-Daten vorhanden
* fehlender Preis zeigt „nicht verfügbar“
* API-Key wird nie geloggt
* Git-Safety bleibt sauber

## 10. Optionaler echter Provider-Test

Wenn die API-Keys in der Runtime-Secrets-Datei vorhanden sind, darfst du einen kleinen echten Test durchführen:

* 1 ISIN-Test, z.B. VTI / US9229087690
* 1 Name-Test, z.B. Vanguard Total Stock
* 1 Ticker-Test, z.B. VTI

Bitte nur aggregiert berichten:

* OpenFIGI erreichbar: ja/nein
* FMP erreichbar: ja/nein
* Kandidaten gefunden: ja/nein
* Preisvorschau möglich: ja/nein
* keine echten Portfolio-Daten verwendet
* keine echten Positionsdaten geschrieben

Keine produktive Position speichern.

## 11. Nach Abschluss

Bitte ausführen:

* Compile
* pytest
* Git-Safety
* git status
* git diff --check

Wenn sauber:

* Commit
* Push

Bitte berichten:

* OpenFIGI integriert: ja/nein
* FMP integriert: ja/nein
* EODHD ausgelassen: ja/nein
* Finnhub optional vorbereitet: ja/nein
* Providerstatus im Dashboard sichtbar: ja/nein
* Online-Suche funktioniert: ja/nein
* Preisvorschau funktioniert: ja/nein
* Aktien-/ETF-Preisupdate vorbereitet: ja/nein
* Tests
* Git-Safety
* Commit-Hash
* Push-Status
* offene Grenzen


Explanation:
**Modifying repository workflow**

I need to modify the repository and load the relevant references. It seems like I'll also need to consider the GitHub workflow. This could mean inspecting what’s already in place. Using a to-do list might help me stay organized while I tackle this task. It feels like there's quite a bit to manage, but I’m ready to dive in and figure it out!


[skill_view] name=finance-system-architecture (7,821 chars)


[skill_view] name=finance-system-architecture (4,893 chars)


[skill_view] name=finance-system-architecture (6,048 chars)


[skill_view] name=github-pr-workflow (11,689 chars)


todo

Repo-Status und relevante FinanceManager-Struktur prüfen

Runtime-Secret-Loading, OpenFIGI/FMP Provider, Merge/Cache und UI-Status/Wizard/Preisvorschau implementieren

Expliziten Equity/ETF-Preisupdate-Workflow vorbereiten

Mock-Tests und optionalen echten Provider-Smoke-Test ergänzen/ausführen

Compile, pytest, Git-Safety, git status, diff-check ausführen

Sauber committen und pushen


[todo] updated task list


terminal

git status --short && git branch --show-current && git remote -v


Output: /usr/bin/bash: Zeile 2: cd: /home/agent/jarvis-finance-system: Datei oder Verzeichnis nicht gefunden


[search_files] files search for '*finance*' in /home/agent -> 29 matches


     1|/home/agent/.hermes/repos/FinanceManager/src
     2|


Output:
main
origin	https://github.com/Gamexgit/FinanceManager.git (fetch)
origin	https://github.com/Gamexgit/FinanceManager.git (push)


[search_files] files search for '*' in /home/agent/.hermes/repos/FinanceManager -> 100 matches


Explanation:
**Checking file status**

I’m wondering if I need to check the status to see if pycache is being tracked. It didn’t show up, which makes me think it might not be. I guess I should look into reading the files directly to confirm. It could be helpful to have a better understanding of how it’s being managed. Let’s make sure I’m not missing anything important here!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 1 (11,934 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py from line 221 (18,089 chars)


Explanation:
**Checking implementation**

I'm thinking about the need to implement something properly. It seems like I might already be partially done, but I need to check the schema to ensure everything aligns correctly. Making sure that I follow through on any updates or adjustments is crucial for accuracy. I’ll take a careful look at the details to confirm everything's in order. It’s definitely better to double-check than to overlook something important!


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_17_position_add.py from line 1 (15,816 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 1 (15,799 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 321 (17,446 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py from line 641 (8,286 chars)


Explanation:
**Planning script implementation**

I'm thinking about how to implement this using scripts. It seems like I need a schema for market prices. I want to ensure I'm approaching this correctly. Checking how to structure the schema will be important, probably considering both data organization and the types of data I'll need to store. It's helpful to be thorough at this stage so I can avoid issues later on. Let's see what specific elements I should include in the schema!


[search_files] files search for '*migrations*' in /home/agent/.hermes/repos/FinanceManager/src -> 3 matches


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 1 (12,288 chars)


CREATE TABLE IF NOT EXISTS market_prices


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py from line 1 (2,781 chars)


python - <<'PY'
from jarvis_finance.storage.schema import INITIAL_SCHEMA_SQL
import re
m=re.search(r'CREATE TABLE IF NOT EXISTS market_prices \((.*?)\);', INITIAL_SCHEMA_SQL, re.S)
print(m.group(0) if m else 'none')
PY


[terminal] ran `python - <<'PY'
from jarvis_finance.storage.schema import INITIAL_SCHEMA_SQL
...` -> exit 0, 1 lines output


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py from line 1 (16,551 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py from line 1 (12,801 chars)


Explanation:
**Considering schema details**

I’m pondering if the schema might not have columns, which could be an issue. I wonder if there's a migration that's outdated as well. Tests could be affected by this. But then, if price.py is using columns that weren't part of the initial setup, that raises questions. I think it’s important to introspect the schema to really understand what’s going on. I need to sort this out!

python - <<'PY'
from jarvis_finance.storage.schema import INITIAL_SCHEMA_SQL
for s in ['provider_market','error_message','corporate_action_status','instrument_price_mappings','instrument_catalog_entries']:
 print(s, s in INITIAL_SCHEMA_SQL)
PY


Output:
provider_market False
error_message True
corporate_action_status False
instrument_price_mappings False
instrument_catalog_entries False


[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py from line 241 (14,830 chars)


Explanation:
**Considering implementation strategy**

I need to implement something, and I think using a Python script might be the way to go. I’m also wondering about testing and inspecting the current setup to see what needs improvement. It’s important to ensure the implementation is solid and functions as expected. I’ll have to do some checks along the way to confirm everything is working smoothly. Let's focus on laying out the steps for this process!


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py from line 1 (11,347 chars)


[read_file] read /home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py from line 261 (18,358 chars)


Explanation:
**Updating testing strategies**

I'm thinking I need to update the tests, perhaps create a new file for that. I should implement merging the FMP price, and I'm wondering if the OpenFIGI endpoint needs to use mapping for ISIN rather than a search. It seems like the mapping with ID_ISIN may be a better fit. I also think about supporting Ticker and exchange through mapping.

There are considerations around candidate fields and handling duplicates, along with the price preview in search rows. I want to ensure robust handling of user requests too!
**Implementing price preview functions**

I need to implement a function for fetching a price preview, potentially using the FMP with the selected provider symbol or ticker. I want to make sure there's no live rendering and add a button for clarity. For testing, I should add FmpEquityPriceProvider to the prices.

The user asked about updating equity prices via a button or CLI, so I should focus on the CLI update-equity-prices command using FMP and find an efficient way to patch the catalog while handling duplicates appropriately.
**Combining data sources**

I think I need to use ISIN as the key if it exists; otherwise, I can fall back on ticker, exchange, currency, or name. When combining sources, I want to ensure high confidence if two providers agree on the same information. But what happens in case of conflicts? If the same ISIN has different tickers, currencies, or exchanges, it seems like I should set the confidence low and gather more evidence for clarity.

patch

from urllib import error, parse, request

ISIN_RE = re.compile(r"^[A-Z]{2}[A-Z0-9]{9}[0-9]$")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -9,6 +9,8 @@
 from sqlite3 import Connection
 from typing import Protocol
 from urllib import error, parse, request
+
+ISIN_RE = re.compile(r"^[A-Z]{2}[A-Z0-9]{9}[0-9]$")

 from jarvis_finance.audit.log import record_audit_event
 from jarvis_finance.imports.common import stable_id, utc_now

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


Explanation:
**Resolving import issues**

I’m considering the import order and whether having the ISIN before local imports but after standard ones is correct. It seems like having a blank line before first-party imports might be okay. I notice I used `re` before the imports, and I see that `re` is imported on line 5. I should also look into patching OpenFigi/FMP/status/default. Let’s ensure everything is in the right place!

class OpenFigiLookupProvider(_HttpJsonLookupProvider):
    name = "openfigi"
    api_key_env = ("OPENFIGI_API_KEY", "JARVIS_OPENFIGI_API_KEY")

    def _request(self, query: str) -> object:
        if not self.api_key:
            raise LookupUnavailable("openfigi_api_key_missing")
        headers = {"X-OPENFIGI-APIKEY": self.api_key}
        return self._post_json("https://api.openfigi.com/v3/search", {"query": query}, headers=headers)

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        payload = self._request(query)
        rows = payload.get("data", []) if isinstance(payload, dict) else payload if isinstance(payload, list) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            name = str(item.get("name") or item.get("securityDescription") or "").strip()
            ticker = str(item.get("ticker") or "").strip().upper() or None
            exchange = str(item.get("exchCode") or item.get("marketSector") or "").strip().upper() or None
            if not name and not ticker:
                continue
            sec_type = str(item.get("securityType") or item.get("marketSecDes") or "").lower()
            inferred_class = asset_class or ("etf" if "fund" in sec_type or "etf" in sec_type else "stock")
            results.append(CatalogSearchResult(None, inferred_class, name or ticker or query, ticker=ticker, exchange=exchange, provider="openfigi", provider_symbol=str(item.get("compositeFIGI") or item.get("figi") or ticker or "") or None, confidence="medium", source="openfigi", evidence_note="OpenFIGI search result; manual selection required"))
        return results

class OpenFigiLookupProvider(_HttpJsonLookupProvider):
    name = "openfigi"
    api_key_env = ("OPENFIGI_API_KEY", "JARVIS_OPENFIGI_API_KEY")

    def _request(self, query: str) -> object:
        if not self.api_key:
            raise LookupUnavailable("openfigi_api_key_missing")
        q = (query or "").strip().upper()
        headers = {"X-OPENFIGI-APIKEY": self.api_key}
        if ISIN_RE.match(q):
            return self._post_json("https://api.openfigi.com/v3/mapping", [{"idType": "ID_ISIN", "idValue": q}], headers=headers)
        parts = q.replace(":", " ").replace("/", " ").split()
        if len(parts) >= 2 and len(parts[0]) <= 8:
            return self._post_json("https://api.openfigi.com/v3/mapping", [{"idType": "TICKER", "idValue": parts[0], "exchCode": parts[1]}], headers=headers)
        return self._post_json("https://api.openfigi.com/v3/search", {"query": query}, headers=headers)

    @staticmethod
    def _rows(payload: object) -> list[dict]:
        if isinstance(payload, list):
            if payload and isinstance(payload[0], dict) and isinstance(payload[0].get("data"), list):
                return [row for row in payload[0].get("data", []) if isinstance(row, dict)]
            return [row for row in payload if isinstance(row, dict)]
        if isinstance(payload, dict):
            return [row for row in payload.get("data", []) if isinstance(row, dict)]
        return []

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        q = (query or "").strip().upper()
        rows = self._rows(self._request(query))
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            name = str(item.get("name") or item.get("securityDescription") or "").strip()
            ticker = str(item.get("ticker") or "").strip().upper() or None
            exchange = str(item.get("exchCode") or item.get("marketSector") or "").strip().upper() or None
            if not name and not ticker:
                continue
            sec_type = str(item.get("securityType") or item.get("marketSecDes") or "").lower()
            inferred_class = asset_class or ("etf" if any(token in sec_type for token in ("fund", "etf", "etp")) else "stock")
            isin = q if ISIN_RE.match(q) else str(item.get("idValue") or item.get("isin") or "").strip().upper() or None
            confidence = "high" if isin and ISIN_RE.match(isin) and q == isin else "medium"
            results.append(
                CatalogSearchResult(
                    None,
                    inferred_class,
                    name or ticker or query,
                    isin=isin,
                    ticker=ticker,
                    exchange=exchange,
                    trading_currency=str(item.get("currency") or "").strip().upper() or None,
                    provider="openfigi",
                    provider_symbol=str(item.get("compositeFIGI") or item.get("figi") or item.get("shareClassFIGI") or "").strip() or None,
                    provider_market=exchange,
                    country=str(item.get("securityType2") or item.get("marketSector") or "").strip() or None,
                    confidence=confidence,
                    source="openfigi",
                    evidence_note="OpenFIGI ISIN/FIGI mapping; explicit user selection required" if confidence == "high" else "OpenFIGI search result; manual selection required",
                )
            )
        return results


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -161,24 +161,57 @@
     def _request(self, query: str) -> object:
         if not self.api_key:
             raise LookupUnavailable("openfigi_api_key_missing")
+        q = (query or "").strip().upper()
         headers = {"X-OPENFIGI-APIKEY": self.api_key}
+        if ISIN_RE.match(q):
+            return self._post_json("https://api.openfigi.com/v3/mapping", [{"idType": "ID_ISIN", "idValue": q}], headers=headers)
+        parts = q.replace(":", " ").replace("/", " ").split()
+        if len(parts) >= 2 and len(parts[0]) <= 8:
+            return self._post_json("https://api.openfigi.com/v3/mapping", [{"idType": "TICKER", "idValue": parts[0], "exchCode": parts[1]}], headers=headers)
         return self._post_json("https://api.openfigi.com/v3/search", {"query": query}, headers=headers)

+    @staticmethod
+    def _rows(payload: object) -> list[dict]:
+        if isinstance(payload, list):
+            if payload and isinstance(payload[0], dict) and isinstance(payload[0].get("data"), list):
+                return [row for row in payload[0].get("data", []) if isinstance(row, dict)]
+            return [row for row in payload if isinstance(row, dict)]
+        if isinstance(payload, dict):
+            return [row for row in payload.get("data", []) if isinstance(row, dict)]
+        return []
+
     def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
-        payload = self._request(query)
-        rows = payload.get("data", []) if isinstance(payload, dict) else payload if isinstance(payload, list) else []
+        q = (query or "").strip().upper()
+        rows = self._rows(self._request(query))
         results: list[CatalogSearchResult] = []
         for item in rows[:10]:
-            if not isinstance(item, dict):
-                continue
             name = str(item.get("name") or item.get("securityDescription") or "").strip()
             ticker = str(item.get("ticker") or "").strip().upper() or None
             exchange = str(item.get("exchCode") or item.get("marketSector") or "").strip().upper() or None
             if not name and not ticker:
                 continue
             sec_type = str(item.get("securityType") or item.get("marketSecDes") or "").lower()
-            inferred_class = asset_class or ("etf" if "fund" in sec_type or "etf" in sec_type else "stock")
-            results.append(CatalogSearchResult(None, inferred_class, name or ticker or query, ticker=ticker, exchange=exchange, provider="openfigi", provider_symbol=str(item.get("compositeFIGI") or item.get("figi") or ticker or "") or None, confidence="medium", source="openfigi", evidence_note="OpenFIGI search result; manual selection required"))
+            inferred_class = asset_class or ("etf" if any(token in sec_type for token in ("fund", "etf", "etp")) else "stock")
+            isin = q if ISIN_RE.match(q) else str(item.get("idValue") or item.get("isin") or "").strip().upper() or None
+            confidence = "high" if isin and ISIN_RE.match(isin) and q == isin else "medium"
+            results.append(
+                CatalogSearchResult(
+                    None,
+                    inferred_class,
+                    name or ticker or query,
+                    isin=isin,
+                    ticker=ticker,
+                    exchange=exchange,
+                    trading_currency=str(item.get("currency") or "").strip().upper() or None,
+                    provider="openfigi",
+                    provider_symbol=str(item.get("compositeFIGI") or item.get("figi") or item.get("shareClassFIGI") or "").strip() or None,
+                    provider_market=exchange,
+                    country=str(item.get("securityType2") or item.get("marketSector") or "").strip() or None,
+                    confidence=confidence,
+                    source="openfigi",
+                    evidence_note="OpenFIGI ISIN/FIGI mapping; explicit user selection required" if confidence == "high" else "OpenFIGI search result; manual selection required",
+                )
+            )
         return results


class FmpSearchProvider(_HttpJsonLookupProvider):
    name = "fmp"
    api_key_env = ("FMP_API_KEY", "FINANCIAL_MODELING_PREP_API_KEY", "JARVIS_FMP_API_KEY")

    def _request(self, query: str) -> object:
        if not self.api_key:
            raise LookupUnavailable("fmp_api_key_missing")
        url = "https://financialmodelingprep.com/api/v3/search?" + parse.urlencode({"query": query, "limit": 10, "apikey": self.api_key})
        return self._get_json(url)

    def _profile(self, symbol: str) -> dict[str, object]:
        if not symbol or not self.api_key:
            return {}
        try:
            url = f"https://financialmodelingprep.com/api/v3/profile/{parse.quote(symbol)}?" + parse.urlencode({"apikey": self.api_key})
            payload = self._get_json(url)
        except LookupUnavailable:
            return {}
        if isinstance(payload, list) and payload and isinstance(payload[0], dict):
            return payload[0]
        return {}

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        payload = self._request(query)
        rows = payload if isinstance(payload, list) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            symbol = str(item.get("symbol") or "").strip().upper()
            name = str(item.get("name") or symbol or query).strip()
            if not symbol and not name:
                continue
            profile = self._profile(symbol) if symbol else {}
            isin = str(profile.get("isin") or item.get("isin") or "").strip().upper() or None
            exchange = str(item.get("exchangeShortName") or item.get("exchange") or profile.get("exchangeShortName") or profile.get("exchange") or "").strip().upper() or None
            currency = str(item.get("currency") or profile.get("currency") or "").strip().upper() or None
            is_etf = bool(profile.get("isEtf")) or "etf" in name.lower() or "fund" in name.lower()
            inferred_class = asset_class or ("etf" if is_etf else "stock")
            confidence = "medium" if isin or (symbol and exchange) else "low"
            results.append(
                CatalogSearchResult(
                    None,
                    inferred_class,
                    name,
                    isin=isin,
                    ticker=symbol.split(".")[0] if symbol else None,
                    exchange=exchange,
                    trading_currency=currency,
                    provider="fmp",
                    provider_symbol=symbol or None,
                    provider_market=exchange,
                    country=str(profile.get("country") or item.get("country") or "").strip().upper() or None,
                    confidence=confidence,
                    source="fmp",
                    evidence_note="Financial Modeling Prep profile/search result; manual selection required",
                )
            )
        return results

def default_instrument_lookup_providers() -> list[CatalogLookupProvider]:
    return [OpenFigiLookupProvider(), FmpSearchProvider(), FinnhubSymbolLookupProvider()]

def instrument_provider_statuses() -> list[dict[str, str]]:
    providers = [
        ("Lokale Suche", None, "aktiv", "Lokaler Instrument-Katalog ist immer verfügbar."),
        ("OpenFIGI", OpenFigiLookupProvider, None, "OPENFIGI_API_KEY"),
        ("FMP", FmpSearchProvider, None, "FMP_API_KEY"),
        ("Finnhub", FinnhubSymbolLookupProvider, None, "FINNHUB_API_KEY; optionaler Fallback"),
        ("EODHD", None, "optional / Key fehlt", "EODHD_API_KEY; für MVP nicht priorisiert"),
        ("Manuelle Anlage", None, "aktiv", "Immer verfügbar, auditierbar."),
    ]
    rows: list[dict[str, str]] = []
    for label, cls, forced_status, hint in providers:
        if forced_status:
            rows.append({"Provider": label, "Status": forced_status, "Hinweis": hint})
            continue
        assert cls is not None
        try:
            provider = cls()
            status = "aktiv" if getattr(provider, "api_key", None) else ("optional / Key fehlt" if label == "Finnhub" else "Key fehlt")
        except Exception:
            status = "Fehler"
        rows.append({"Provider": label, "Status": status, "Hinweis": hint})
    return rows

class FmpSearchProvider(_HttpJsonLookupProvider):
    name = "fmp"
    api_key_env = ("FMP_API_KEY", "FINANCIAL_MODELING_PREP_API_KEY", "JARVIS_FMP_API_KEY")

    def _request(self, query: str) -> object:
        if not self.api_key:
            raise LookupUnavailable("fmp_api_key_missing")
        url = "https://financialmodelingprep.com/api/v3/search?" + parse.urlencode({"query": query, "limit": 10, "apikey": self.api_key})
        return self._get_json(url)

    def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
        payload = self._request(query)
        rows = payload if isinstance(payload, list) else []
        results: list[CatalogSearchResult] = []
        for item in rows[:10]:
            if not isinstance(item, dict):
                continue
            symbol = str(item.get("symbol") or "").strip().upper()
            name = str(item.get("name") or symbol or query).strip()
            if not symbol and not name:
                continue
            inferred_class = asset_class or ("etf" if "etf" in name.lower() else "stock")
            results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(".")[0] if symbol else None, exchange=str(item.get("exchangeShortName") or item.get("exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="fmp", provider_symbol=symbol or None, country=str(item.get("country") or "").strip().upper() or None, confidence="low", source="fmp", evidence_note="Financial Modeling Prep search result; manual selection required"))
        return results

def default_instrument_lookup_providers() -> list[CatalogLookupProvider]:
    return [OpenFigiLookupProvider(), FinnhubSymbolLookupProvider(), FmpSearchProvider()]

def instrument_provider_statuses() -> list[dict[str, str]]:
    providers = [
        ("Lokale Suche", None, "aktiv", "Lokaler Instrument-Katalog ist immer verfügbar."),
        ("OpenFIGI", OpenFigiLookupProvider, None, "OPENFIGI_API_KEY oder JARVIS_OPENFIGI_API_KEY"),
        ("Finnhub", FinnhubSymbolLookupProvider, None, "FINNHUB_API_KEY oder JARVIS_FINNHUB_API_KEY"),
        ("FMP", FmpSearchProvider, None, "FMP_API_KEY oder JARVIS_FMP_API_KEY"),
        ("Manuelle Anlage", None, "aktiv", "Immer verfügbar, auditierbar."),
    ]
    rows: list[dict[str, str]] = []
    for label, cls, forced_status, hint in providers:
        if forced_status:
            rows.append({"Provider": label, "Status": forced_status, "Hinweis": hint})
            continue
        assert cls is not None
        try:
            provider = cls()
            status = "aktiv" if getattr(provider, "api_key", None) else "API-Key fehlt"
        except Exception:
            status = "Fehler"
        rows.append({"Provider": label, "Status": status, "Hinweis": hint})
    return rows


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -251,6 +251,18 @@
         url = "https://financialmodelingprep.com/api/v3/search?" + parse.urlencode({"query": query, "limit": 10, "apikey": self.api_key})
         return self._get_json(url)

+    def _profile(self, symbol: str) -> dict[str, object]:
+        if not symbol or not self.api_key:
+            return {}
+        try:
+            url = f"https://financialmodelingprep.com/api/v3/profile/{parse.quote(symbol)}?" + parse.urlencode({"apikey": self.api_key})
+            payload = self._get_json(url)
+        except LookupUnavailable:
+            return {}
+        if isinstance(payload, list) and payload and isinstance(payload[0], dict):
+            return payload[0]
+        return {}
+
     def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:
         payload = self._request(query)
         rows = payload if isinstance(payload, list) else []
@@ -262,21 +274,45 @@
             name = str(item.get("name") or symbol or query).strip()
             if not symbol and not name:
                 continue
-            inferred_class = asset_class or ("etf" if "etf" in name.lower() else "stock")
-            results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(".")[0] if symbol else None, exchange=str(item.get("exchangeShortName") or item.get("exchange") or "").strip().upper() or None, trading_currency=str(item.get("currency") or "").strip().upper() or None, provider="fmp", provider_symbol=symbol or None, country=str(item.get("country") or "").strip().upper() or None, confidence="low", source="fmp", evidence_note="Financial Modeling Prep search result; manual selection required"))
+            profile = self._profile(symbol) if symbol else {}
+            isin = str(profile.get("isin") or item.get("isin") or "").strip().upper() or None
+            exchange = str(item.get("exchangeShortName") or item.get("exchange") or profile.get("exchangeShortName") or profile.get("exchange") or "").strip().upper() or None
+            currency = str(item.get("currency") or profile.get("currency") or "").strip().upper() or None
+            is_etf = bool(profile.get("isEtf")) or "etf" in name.lower() or "fund" in name.lower()
+            inferred_class = asset_class or ("etf" if is_etf else "stock")
+            confidence = "medium" if isin or (symbol and exchange) else "low"
+            results.append(
+                CatalogSearchResult(
+                    None,
+                    inferred_class,
+                    name,
+                    isin=isin,
+                    ticker=symbol.split(".")[0] if symbol else None,
+                    exchange=exchange,
+                    trading_currency=currency,
+                    provider="fmp",
+                    provider_symbol=symbol or None,
+                    provider_market=exchange,
+                    country=str(profile.get("country") or item.get("country") or "").strip().upper() or None,
+                    confidence=confidence,
+                    source="fmp",
+                    evidence_note="Financial Modeling Prep profile/search result; manual selection required",
+                )
+            )
         return results

 def default_instrument_lookup_providers() -> list[CatalogLookupProvider]:
-    return [OpenFigiLookupProvider(), FinnhubSymbolLookupProvider(), FmpSearchProvider()]
+    return [OpenFigiLookupProvider(), FmpSearchProvider(), FinnhubSymbolLookupProvider()]

 def instrument_provider_statuses() -> list[dict[str, str]]:
     providers = [
         ("Lokale Suche", None, "aktiv", "Lokaler Instrument-Katalog ist immer verfügbar."),
-        ("OpenFIGI", OpenFigiLookupProvider, None, "OPENFIGI_API_KEY oder JARVIS_OPENFIGI_API_KEY"),
-        ("Finnhub", FinnhubSymbolLookupProvider, None, "FINNHUB_API_KEY oder JARVIS_FINNHUB_API_KEY"),
-        ("FMP", FmpSearchProvider, None, "FMP_API_KEY oder JARVIS_FMP_API_KEY"),
+        ("OpenFIGI", OpenFigiLookupProvider, None, "OPENFIGI_API_KEY"),
+        ("FMP", FmpSearchProvider, None, "FMP_API_KEY"),
+        ("Finnhub", FinnhubSymbolLookupProvider, None, "FINNHUB_API_KEY; optionaler Fallback"),
+        ("EODHD", None, "optional / Key fehlt", "EODHD_API_KEY; für MVP nicht priorisiert"),
         ("Manuelle Anlage", None, "aktiv", "Immer verfügbar, auditierbar."),
     ]
     rows: list[dict[str, str]] = []
@@ -287,7 +323,7 @@
         assert cls is not None
         try:
             provider = cls()
-            status = "aktiv" if getattr(provider, "api_key", None) else "API-Key fehlt"
+            status = "aktiv" if getattr(provider, "api_key", None) else ("optional / Key fehlt" if label == "Finnhub" else "Key fehlt")
         except Exception:
             status = "Fehler"
         rows.append({"Provider": label, "Status": status, "Hinweis": hint})


def _candidate_key(item: CatalogSearchResult) -> tuple[str, ...]:
    if item.isin:
        return ("isin", item.isin.upper(), (item.exchange or "").upper(), (item.trading_currency or item.instrument_currency or "").upper())
    if item.ticker:
        return ("ticker", item.ticker.upper(), (item.exchange or "").upper(), (item.trading_currency or item.instrument_currency or "").upper())
    return ("name", normalize_name(item.name), (item.exchange or "").upper(), (item.trading_currency or item.instrument_currency or "").upper())

def _confidence_rank(value: str) -> int:
    return {"low": 1, "medium": 2, "high": 3}.get(value, 1)

def _merge_search_results(items: list[CatalogSearchResult]) -> list[CatalogSearchResult]:
    merged: dict[tuple[str, ...], CatalogSearchResult] = {}
    for item in items:
        key = _candidate_key(item)
        existing = merged.get(key)
        if existing is None:
            merged[key] = item
            continue
        providers = sorted({p for p in [existing.provider, item.provider] if p})
        sources = sorted({s for s in [existing.source, item.source] if s})
        conflict = any(
            a and b and str(a).upper() != str(b).upper()
            for a, b in [
                (existing.ticker, item.ticker),
                (existing.exchange, item.exchange),
                (existing.trading_currency or existing.instrument_currency, item.trading_currency or item.instrument_currency),
            ]
        )
        if conflict:
            existing.confidence = "low"
            existing.evidence_note = (existing.evidence_note + "; provider conflict requires manual review").strip("; ")
        else:
            rank = max(_confidence_rank(existing.confidence), _confidence_rank(item.confidence))
            if len(providers) > 1 and rank < 3:
                rank += 1
            existing.confidence = {1: "low", 2: "medium", 3: "high"}[min(rank, 3)]
            existing.evidence_note = (existing.evidence_note + "; corroborated by " + ", ".join(providers)).strip("; ") if len(providers) > 1 else existing.evidence_note
        existing.provider = "+".join(providers) if providers else existing.provider
        existing.source = "+".join(sources) if sources else existing.source
        existing.provider_symbol = existing.provider_symbol or item.provider_symbol
        existing.country = existing.country or item.country
    return list(merged.values())

def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:
    results = search_local_catalog(conn, query, asset_class)
    warnings: list[str] = []
    for provider in providers or []:
        try:
            external = provider.search(query=query, asset_class=asset_class)
        except LookupUnavailable as exc:
            warning = str(exc) or "provider_lookup_unavailable"
            if warning == "external instrument lookup is not configured":
                warning = "provider_lookup_unavailable"
            warnings.append(warning)
            create_alert(conn, priority="info", category="market_data", entity_type="instrument_catalog", entity_id="external_lookup", rule_id=warning, message="External instrument catalog provider is not configured or unavailable.", evidence={"provider": getattr(provider, "name", "unknown")}, fingerprint=f"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}:{warning}")
            continue
        except Exception:
            warnings.append("provider_lookup_unavailable")
            create_alert(conn, priority="warnung", category="market_data", entity_type="instrument_catalog", entity_id="external_lookup", rule_id="provider_lookup_unavailable", message="External instrument catalog provider unavailable.", evidence={"provider": getattr(provider, "name", "unknown")}, fingerprint=f"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}")
            continue
        for item in external:
            if item.catalog_entry_id is None:
                try:
                    catalog_id = upsert_catalog_entry(
                        conn,
                        CatalogEntryInput(
                            asset_class=item.asset_class,
                            name=item.name,
                            isin=item.isin,
                            ticker=item.ticker,
                            exchange=item.exchange,
                            trading_currency=item.trading_currency,
                            instrument_currency=item.instrument_currency or item.trading_currency,
                            provider=(item.provider or getattr(provider, "name", "external")).split("+", 1)[0],
                            provider_symbol=item.provider_symbol,
                            provider_market=item.provider_market,
                            country=item.country,
                            source=item.source,
                            source_confidence=item.confidence if item.confidence in CONFIDENCES else "low",
                            notes=item.evidence_note,
                        ),
                        note=f"Cache explicit instrument search result from {getattr(provider, 'name', 'external')}",
                        created_by="dashboard_search",
                    )
                    item.catalog_entry_id = catalog_id
                except Exception:
                    warnings.append("provider_result_cache_failed")
            results.append(item)
    conn.commit()
    return _merge_search_results(results), warnings

def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:
    results = search_local_catalog(conn, query, asset_class)
    warnings: list[str] = []
    for provider in providers or []:
        try:
            external = provider.search(query=query, asset_class=asset_class)
        except LookupUnavailable as exc:
            warning = str(exc) or "provider_lookup_unavailable"
            if warning == "external instrument lookup is not configured":
                warning = "provider_lookup_unavailable"
            warnings.append(warning)
            create_alert(conn, priority="info", category="market_data", entity_type="instrument_catalog", entity_id="external_lookup", rule_id=warning, message="External instrument catalog provider is not configured or unavailable.", evidence={"provider": getattr(provider, "name", "unknown")}, fingerprint=f"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}:{warning}")
            continue
        except Exception:
            warnings.append("provider_lookup_unavailable")
            create_alert(conn, priority="warnung", category="market_data", entity_type="instrument_catalog", entity_id="external_lookup", rule_id="provider_lookup_unavailable", message="External instrument catalog provider unavailable.", evidence={"provider": getattr(provider, "name", "unknown")}, fingerprint=f"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}")
            continue
        for item in external:
            if item.catalog_entry_id is None:
                try:
                    catalog_id = upsert_catalog_entry(
                        conn,
                        CatalogEntryInput(
                            asset_class=item.asset_class,
                            name=item.name,
                            isin=item.isin,
                            ticker=item.ticker,
                            exchange=item.exchange,
                            trading_currency=item.trading_currency,
                            instrument_currency=item.instrument_currency or item.trading_currency,
                            provider=item.provider or getattr(provider, "name", "external"),
                            provider_symbol=item.provider_symbol,
                            provider_market=item.provider_market,
                            country=item.country,
                            source=item.source,
                            source_confidence=item.confidence if item.confidence in CONFIDENCES else "low",
                            notes=item.evidence_note,
                        ),
                        note=f"Cache explicit instrument search result from {getattr(provider, 'name', 'external')}",
                        created_by="dashboard_search",
                    )
                    item.catalog_entry_id = catalog_id
                except Exception:
                    warnings.append("provider_result_cache_failed")
            results.append(item)
    conn.commit()
    return results, warnings


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py
@@ -441,6 +441,52 @@
     ]

+def _candidate_key(item: CatalogSearchResult) -> tuple[str, ...]:
+    if item.isin:
+        return ("isin", item.isin.upper(), (item.exchange or "").upper(), (item.trading_currency or item.instrument_currency or "").upper())
+    if item.ticker:
+        return ("ticker", item.ticker.upper(), (item.exchange or "").upper(), (item.trading_currency or item.instrument_currency or "").upper())
+    return ("name", normalize_name(item.name), (item.exchange or "").upper(), (item.trading_currency or item.instrument_currency or "").upper())
+
+
+def _confidence_rank(value: str) -> int:
+    return {"low": 1, "medium": 2, "high": 3}.get(value, 1)
+
+
+def _merge_search_results(items: list[CatalogSearchResult]) -> list[CatalogSearchResult]:
+    merged: dict[tuple[str, ...], CatalogSearchResult] = {}
+    for item in items:
+        key = _candidate_key(item)
+        existing = merged.get(key)
+        if existing is None:
+            merged[key] = item
+            continue
+        providers = sorted({p for p in [existing.provider, item.provider] if p})
+        sources = sorted({s for s in [existing.source, item.source] if s})
+        conflict = any(
+            a and b and str(a).upper() != str(b).upper()
+            for a, b in [
+                (existing.ticker, item.ticker),
+                (existing.exchange, item.exchange),
+                (existing.trading_currency or existing.instrument_currency, item.trading_currency or item.instrument_currency),
+            ]
+        )
+        if conflict:
+            existing.confidence = "low"
+            existing.evidence_note = (existing.evidence_note + "; provider conflict requires manual review").strip("; ")
+        else:
+            rank = max(_confidence_rank(existing.confidence), _confidence_rank(item.confidence))
+            if len(providers) > 1 and rank < 3:
+                rank += 1
+            existing.confidence = {1: "low", 2: "medium", 3: "high"}[min(rank, 3)]
+            existing.evidence_note = (existing.evidence_note + "; corroborated by " + ", ".join(providers)).strip("; ") if len(providers) > 1 else existing.evidence_note
+        existing.provider = "+".join(providers) if providers else existing.provider
+        existing.source = "+".join(sources) if sources else existing.source
+        existing.provider_symbol = existing.provider_symbol or item.provider_symbol
+        existing.country = existing.country or item.country
+    return list(merged.values())
+
+
 def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:
     results = search_local_catalog(conn, query, asset_class)
     warnings: list[str] = []
@@ -471,7 +517,7 @@
                             exchange=item.exchange,
                             trading_currency=item.trading_currency,
                             instrument_currency=item.instrument_currency or item.trading_currency,
-                            provider=item.provider or getattr(provider, "name", "external"),
+                            provider=(item.provider or getattr(provider, "name", "external")).split("+", 1)[0],
                             provider_symbol=item.provider_symbol,
                             provider_market=item.provider_market,
                             country=item.country,
@@ -487,7 +533,7 @@
                     warnings.append("provider_result_cache_failed")
             results.append(item)
     conn.commit()
-    return results, warnings
+    return _merge_search_results(results), warnings

 def prepare_catalog_from_instruments(conn: Connection, *, instrument_ids: list[str], source: str = "true_wealth", note: str = "prepare catalog from existing instruments") -> dict[str, int]:


def _latest_market_price(conn: Connection, instrument_id: str) -> dict[str, str]:
    row = conn.execute(
        """
        SELECT close, adjusted_close, price_date, currency, provider
        FROM market_prices
        WHERE instrument_id=?
        ORDER BY price_date DESC, created_at DESC
        LIMIT 1
        """,
        (instrument_id,),
    ).fetchone()
    if not row:
        return {"last_price": "", "price_date": "", "price_currency": "", "price_source": ""}
    return {
        "last_price": row["adjusted_close"] or row["close"] or "",
        "price_date": row["price_date"] or "",
        "price_currency": row["currency"] or "",
        "price_source": row["provider"] or "",
    }

def _latest_market_price(conn: Connection, instrument_id: str) -> tuple[str, str]:
    row = conn.execute(
        """
        SELECT close, adjusted_close, price_date
        FROM market_prices
        WHERE instrument_id=?
        ORDER BY price_date DESC, fetched_at DESC
        LIMIT 1
        """,
        (instrument_id,),
    ).fetchone()
    if not row:
        return "", ""
    return (row["adjusted_close"] or row["close"] or "", row["price_date"] or "")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -323,20 +323,25 @@
     return {"platforms_created": created_platforms, "accounts_created": created_accounts}

-def _latest_market_price(conn: Connection, instrument_id: str) -> tuple[str, str]:
+def _latest_market_price(conn: Connection, instrument_id: str) -> dict[str, str]:
     row = conn.execute(
         """
-        SELECT close, adjusted_close, price_date
+        SELECT close, adjusted_close, price_date, currency, provider
         FROM market_prices
         WHERE instrument_id=?
-        ORDER BY price_date DESC, fetched_at DESC
+        ORDER BY price_date DESC, created_at DESC
         LIMIT 1
         """,
         (instrument_id,),
     ).fetchone()
     if not row:
-        return "", ""
-    return (row["adjusted_close"] or row["close"] or "", row["price_date"] or "")
+        return {"last_price": "", "price_date": "", "price_currency": "", "price_source": ""}
+    return {
+        "last_price": row["adjusted_close"] or row["close"] or "",
+        "price_date": row["price_date"] or "",
+        "price_currency": row["currency"] or "",
+        "price_source": row["provider"] or "",
+    }

 def search_instrument_candidates(

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


            "confidence": r.confidence,
            "last_price": "",
            "price_date": "",
            "price_currency": "",
            "price_source": "",
            "selection_required": "yes",
        }
        inst = None
        if row["isin"]:
            inst = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, COALESCE(exchange,'')) AND currency=? LIMIT 1", (row["isin"], row["exchange"], row["currency"] or "CHF")).fetchone()
        if inst:
            row.update(_latest_market_price(conn, inst["instrument_id"]))
        filtered.append(row)

            "confidence": r.confidence,
            "last_price": "",
            "price_date": "",
            "selection_required": "yes",
        }
        inst = None
        if row["isin"]:
            inst = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, COALESCE(exchange,'')) AND currency=? LIMIT 1", (row["isin"], row["exchange"], row["currency"] or "CHF")).fetchone()
        if inst:
            row["last_price"], row["price_date"] = _latest_market_price(conn, inst["instrument_id"])
        filtered.append(row)


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py
@@ -386,13 +386,15 @@
             "confidence": r.confidence,
             "last_price": "",
             "price_date": "",
+            "price_currency": "",
+            "price_source": "",
             "selection_required": "yes",
         }
         inst = None
         if row["isin"]:
             inst = conn.execute("SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, COALESCE(exchange,'')) AND currency=? LIMIT 1", (row["isin"], row["exchange"], row["currency"] or "CHF")).fetchone()
         if inst:
-            row["last_price"], row["price_date"] = _latest_market_price(conn, inst["instrument_id"])
+            row.update(_latest_market_price(conn, inst["instrument_id"]))
         filtered.append(row)
     # ISIN exact single hit may be unambiguous for display, but user still must click/select before writing.
     selection_required = True


from dataclasses import dataclass, field
from decimal import Decimal, InvalidOperation
from sqlite3 import Connection
from typing import Protocol
from urllib import error, parse, request
import json

from jarvis_finance.imports.common import stable_id, utc_now
from jarvis_finance.market_data.catalog import _runtime_secret_value

from dataclasses import dataclass, field
from decimal import Decimal
from sqlite3 import Connection
from typing import Protocol

from jarvis_finance.imports.common import stable_id, utc_now


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py
@@ -1,11 +1,14 @@
 from __future__ import annotations

 from dataclasses import dataclass, field
-from decimal import Decimal
+from decimal import Decimal, InvalidOperation
 from sqlite3 import Connection
 from typing import Protocol
+from urllib import error, parse, request
+import json

 from jarvis_finance.imports.common import stable_id, utc_now
+from jarvis_finance.market_data.catalog import _runtime_secret_value
 from jarvis_finance.market_data.instruments import resolve_instrument_alerts, update_instrument_metadata
 from jarvis_finance.quality.alerts import create_alert


class MockEquityPriceProvider:
    name = "mock"

    def __init__(self, prices: dict[str, Decimal | str | None], *, currency: str = "USD", timestamps: dict[str, str] | None = None) -> None:
        self.prices = {k: (Decimal(str(v)) if v is not None else None) for k, v in prices.items()}
        self.currency = currency.upper()
        self.timestamps = timestamps or {}

    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:
        if provider_symbol not in self.prices or self.prices[provider_symbol] is None:
            return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=None, quality_status="missing", error_message="price missing", provider=self.name)
        return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=self.prices[provider_symbol], price_timestamp=self.timestamps.get(provider_symbol), provider=self.name)

class FmpEquityPriceProvider:
    name = "fmp"

    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:
        self.api_key = api_key or _runtime_secret_value(("FMP_API_KEY", "FINANCIAL_MODELING_PREP_API_KEY", "JARVIS_FMP_API_KEY"))
        self.timeout_seconds = timeout_seconds

    def _get_json(self, path: str, params: dict[str, str]) -> object:
        if not self.api_key:
            raise RuntimeError("fmp_api_key_missing")
        url = "https://financialmodelingprep.com" + path + "?" + parse.urlencode({**params, "apikey": self.api_key})
        req = request.Request(url)
        try:
            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup
                return json.loads(response.read().decode("utf-8"))
        except error.HTTPError as exc:
            if exc.code == 429:
                raise RuntimeError("fmp_rate_limited") from exc
            raise RuntimeError("fmp_http_error") from exc
        except error.URLError as exc:
            raise RuntimeError("fmp_network_error") from exc

    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:
        symbol = (provider_symbol or "").strip().upper()
        if not symbol:
            return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message="provider_symbol_missing")
        try:
            payload = self._get_json(f"/api/v3/quote-short/{parse.quote(symbol)}", {})
        except RuntimeError as exc:
            return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message=str(exc))
        row = payload[0] if isinstance(payload, list) and payload and isinstance(payload[0], dict) else {}
        price = row.get("price")
        try:
            close = Decimal(str(price)) if price not in {None, ""} else None
        except (InvalidOperation, ValueError):
            close = None
        if close is None or close <= 0:
            return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message="price_missing")
        currency = ""
        try:
            profile_payload = self._get_json(f"/api/v3/profile/{parse.quote(symbol)}", {})
            profile = profile_payload[0] if isinstance(profile_payload, list) and profile_payload and isinstance(profile_payload[0], dict) else {}
            currency = str(profile.get("currency") or "").upper()
        except RuntimeError:
            currency = ""
        return EquityPriceQuote(provider_symbol=symbol, currency=currency or "USD", close=close, provider=self.name, price_timestamp=utc_now(), quality_status="fresh")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py
@@ -59,6 +59,54 @@
         if provider_symbol not in self.prices or self.prices[provider_symbol] is None:
             return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=None, quality_status="missing", error_message="price missing", provider=self.name)
         return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=self.prices[provider_symbol], price_timestamp=self.timestamps.get(provider_symbol), provider=self.name)
+
+
+class FmpEquityPriceProvider:
+    name = "fmp"
+
+    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:
+        self.api_key = api_key or _runtime_secret_value(("FMP_API_KEY", "FINANCIAL_MODELING_PREP_API_KEY", "JARVIS_FMP_API_KEY"))
+        self.timeout_seconds = timeout_seconds
+
+    def _get_json(self, path: str, params: dict[str, str]) -> object:
+        if not self.api_key:
+            raise RuntimeError("fmp_api_key_missing")
+        url = "https://financialmodelingprep.com" + path + "?" + parse.urlencode({**params, "apikey": self.api_key})
+        req = request.Request(url)
+        try:
+            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup
+                return json.loads(response.read().decode("utf-8"))
+        except error.HTTPError as exc:
+            if exc.code == 429:
+                raise RuntimeError("fmp_rate_limited") from exc
+            raise RuntimeError("fmp_http_error") from exc
+        except error.URLError as exc:
+            raise RuntimeError("fmp_network_error") from exc
+
+    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:
+        symbol = (provider_symbol or "").strip().upper()
+        if not symbol:
+            return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message="provider_symbol_missing")
+        try:
+            payload = self._get_json(f"/api/v3/quote-short/{parse.quote(symbol)}", {})
+        except RuntimeError as exc:
+            return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message=str(exc))
+        row = payload[0] if isinstance(payload, list) and payload and isinstance(payload[0], dict) else {}
+        price = row.get("price")
+        try:
+            close = Decimal(str(price)) if price not in {None, ""} else None
+        except (InvalidOperation, ValueError):
+            close = None
+        if close is None or close <= 0:
+            return EquityPriceQuote(provider_symbol=symbol, currency="", close=None, provider=self.name, quality_status="missing", error_message="price_missing")
+        currency = ""
+        try:
+            profile_payload = self._get_json(f"/api/v3/profile/{parse.quote(symbol)}", {})
+            profile = profile_payload[0] if isinstance(profile_payload, list) and profile_payload and isinstance(profile_payload[0], dict) else {}
+            currency = str(profile.get("currency") or "").upper()
+        except RuntimeError:
+            currency = ""
+        return EquityPriceQuote(provider_symbol=symbol, currency=currency or "USD", close=close, provider=self.name, price_timestamp=utc_now(), quality_status="fresh")

 def _resolve_market_alerts(conn: Connection, *, instrument_id: str) -> int:


Explanation:
**Looking into CLI Command**

I need to figure out the command and import necessary for the CLI. It's a pretty straightforward task, but I want to ensure I get the right syntax and functionality. There are often different ways to approach this depending on what I'm trying to achieve. I’ll look for examples to make sure I'm on the right track. It’s important to double-check that everything is set up correctly before executing any commands.

from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments
from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices

from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments
from jarvis_finance.market_data.prices import MockEquityPriceProvider, refresh_market_prices


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -11,7 +11,7 @@
 from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices
 from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings
 from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments
-from jarvis_finance.market_data.prices import MockEquityPriceProvider, refresh_market_prices
+from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices
 from jarvis_finance.quality.data_quality import check_crypto_data_quality
 from jarvis_finance.quality.git_safety import assert_safe, scan_path
 from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup

/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.


    market_prices = sub.add_parser("update-market-prices")
    market_prices.add_argument("--asset-class", choices=["etf", "equity", "stock"], required=True)
    market_prices.add_argument("--only-missing", action="store_true")
    market_prices.add_argument("--only-stale", action="store_true")
    market_prices.add_argument("--only-isin")
    market_prices.add_argument("--limit", type=int)
    market_prices.add_argument("--dry-run", action="store_true")
    market_prices.add_argument("--date", dest="price_date")
    market_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")
    equity_prices = sub.add_parser("update-equity-prices")
    equity_prices.add_argument("--asset-class", choices=["etf", "equity", "stock", "all"], default="all")
    equity_prices.add_argument("--only-missing", action="store_true")
    equity_prices.add_argument("--only-stale", action="store_true")
    equity_prices.add_argument("--only-isin")
    equity_prices.add_argument("--limit", type=int)
    equity_prices.add_argument("--dry-run", action="store_true")
    equity_prices.add_argument("--date", dest="price_date")
    equity_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")

    market_prices = sub.add_parser("update-market-prices")
    market_prices.add_argument("--asset-class", choices=["etf", "equity"], required=True)
    market_prices.add_argument("--only-missing", action="store_true")
    market_prices.add_argument("--only-stale", action="store_true")
    market_prices.add_argument("--only-isin")
    market_prices.add_argument("--limit", type=int)
    market_prices.add_argument("--dry-run", action="store_true")
    market_prices.add_argument("--date", dest="price_date")
    market_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -54,7 +54,7 @@
     fx.add_argument("--recheck-transactions", action="store_true")
     fx.add_argument("--source-type")
     market_prices = sub.add_parser("update-market-prices")
-    market_prices.add_argument("--asset-class", choices=["etf", "equity"], required=True)
+    market_prices.add_argument("--asset-class", choices=["etf", "equity", "stock"], required=True)
     market_prices.add_argument("--only-missing", action="store_true")
     market_prices.add_argument("--only-stale", action="store_true")
     market_prices.add_argument("--only-isin")
@@ -62,6 +62,15 @@
     market_prices.add_argument("--dry-run", action="store_true")
     market_prices.add_argument("--date", dest="price_date")
     market_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")
+    equity_prices = sub.add_parser("update-equity-prices")
+    equity_prices.add_argument("--asset-class", choices=["etf", "equity", "stock", "all"], default="all")
+    equity_prices.add_argument("--only-missing", action="store_true")
+    equity_prices.add_argument("--only-stale", action="store_true")
+    equity_prices.add_argument("--only-isin")
+    equity_prices.add_argument("--limit", type=int)
+    equity_prices.add_argument("--dry-run", action="store_true")
+    equity_prices.add_argument("--date", dest="price_date")
+    equity_prices.add_argument("--mock-price", action="append", default=[], help="Test-only SYMBOL=PRICE")
     catalog = sub.add_parser("prepare-instrument-catalog")
     catalog.add_argument("--source", default="true_wealth")
     catalog.add_argument("--limit", type=int)


    if args.command in {"update-market-prices", "update-equity-prices"}:
        settings = load_settings()
        ensure_runtime_dirs(settings)
        conn = connect(settings.db_path)
        try:
            apply_migrations(conn)
            prices = {}
            for item in args.mock_price:
                symbol, price = item.split("=", 1)
                prices[symbol.upper()] = Decimal(price)
            provider = MockEquityPriceProvider(prices) if prices or args.command == "update-market-prices" else FmpEquityPriceProvider()
            asset_classes = ["stock", "etf"] if args.command == "update-equity-prices" and args.asset_class == "all" else ["stock" if args.asset_class == "equity" else args.asset_class]
            totals = []
            exit_code = 0
            for asset_class in asset_classes:
                result = refresh_market_prices(
                    conn,
                    provider=provider,
                    asset_class=asset_class,
                    price_date=args.price_date,
                    only_missing=args.only_missing,
                    only_stale=args.only_stale,
                    only_isin=args.only_isin,
                    limit=args.limit,
                    dry_run=args.dry_run,
                )
                totals.append(result)
                exit_code = max(exit_code, 1 if result.error_count else 0)
                print(
                    ("EQUITY_PRICE_UPDATE " if args.command == "update-equity-prices" else "MARKET_PRICE_UPDATE ")
                    f"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} "
                    f"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} "
                    f"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}"
                )
            return exit_code
        finally:
            conn.close()

    if args.command == "update-market-prices":
        settings = load_settings()
        ensure_runtime_dirs(settings)
        conn = connect(settings.db_path)
        try:
            apply_migrations(conn)
            prices = {}
            for item in args.mock_price:
                symbol, price = item.split("=", 1)
                prices[symbol] = Decimal(price)
            result = refresh_market_prices(
                conn,
                provider=MockEquityPriceProvider(prices),
                asset_class=args.asset_class,
                price_date=args.price_date,
                only_missing=args.only_missing,
                only_stale=args.only_stale,
                only_isin=args.only_isin,
                limit=args.limit,
                dry_run=args.dry_run,
            )
            print(
                "MARKET_PRICE_UPDATE "
                f"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} "
                f"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} "
                f"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}"
            )
            return 1 if result.error_count else 0
        finally:
            conn.close()


--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py
@@ -191,7 +191,7 @@
             return 1 if result.error_count else 0
         finally:
             conn.close()
-    if args.command == "update-market-prices":
+    if args.command in {"update-market-prices", "update-equity-prices"}:
         settings = load_settings()
         ensure_runtime_dirs(settings)
         conn = connect(settings.db_path)
@@ -200,25 +200,32 @@
             prices = {}
             for item in args.mock_price:
                 symbol, price = item.split("=", 1)
-                prices[symbol] = Decimal(price)
-            result = refresh_market_prices(
-                conn,
-                provider=MockEquityPriceProvider(prices),
-                asset_class=args.asset_class,
-                price_date=args.price_date,
-                only_missing=args.only_missing,
-                only_stale=args.only_stale,
-                only_isin=args.only_isin,
-                limit=args.limit,
-                dry_run=args.dry_run,
-            )
-            print(
-                "MARKET_PRICE_UPDATE "
-                f"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} "
-                f"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} "
-                f"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}"
-            )
-            return 1 if result.error_count else 0
+                prices[symbol.upper()] = Decimal(price)
+            provider = MockEquityPriceProvider(prices) if prices or args.command == "update-market-prices" else FmpEquityPriceProvider()
+            asset_classes = ["stock", "etf"] if args.command == "update-equity-prices" and args.asset_class == "all" else ["stock" if args.asset_class == "equity" else args.asset_class]
+            totals = []
+            exit_code = 0
+            for asset_class in asset_classes:
+                result = refresh_market_prices(
+                    conn,
+                    provider=provider,
+                    asset_class=asset_class,
+                    price_date=args.price_date,
+                    only_missing=args.only_missing,
+                    only_stale=args.only_stale,
+                    only_isin=args.only_isin,
+                    limit=args.limit,
+                    dry_run=args.dry_run,
+                )
+                totals.append(result)
+                exit_code = max(exit_code, 1 if result.error_count else 0)
+                print(
+                    ("EQUITY_PRICE_UPDATE " if args.command == "update-equity-prices" else "MARKET_PRICE_UPDATE ")
+                    f"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} "
+                    f"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} "
+                    f"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}"
+                )
+            return exit_code
         finally:
             conn.close()
     if args.command == "prepare-instrument-catalog":

Output: SyntaxError: invalid syntax. Perhaps you forgot a comma? (line 223, column 22)


   208|            for asset_class in asset_classes:
   209|                result = refresh_market_prices(
   210|                    conn,
   211|                    provider=provider,
   212|                    asset_class=asset_class,
   213|                    price_date=args.price_date,
   214|                    only_missing=args.only_missing,
   215|                    only_stale=args.only_stale,
   216|                    only_isin=args.only_isin,
   217|                    limit=args.limit,
   218|                    dry_run=args.dry_run,
   219|                )
   220|                totals.append(result)
   221|                exit_code = max(exit_code, 1 if result.error_count else 0)
   222|                print(
   223|                    ("EQUITY_PRICE_UPDATE " if args.command == "update-equity-prices" else "MARKET_PRICE_UPDATE ")
   224|                    f"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} "
   225|                    f"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} "
   226|                    f"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}"
   227|                )
   228|            return exit_code
   229|        finally:
   230|            conn.close()
   231|    if args.command == "prepare-instrument-catalog":
   232|        settings = load_settings()
   233|        ensure_runtime_dirs(settings)
   234|        conn = connect(settings.db_path)
   235|        try:
   236|            apply_migrations(conn)
   237|            rows = conn.execute(
   238|                """
   239|                SELECT DISTINCT t.instrument_id
   240|                FROM transactions t JOIN instruments i ON i.instrument_id=t.instrument_id
   241|                WHERE t.transaction_type='initial_position_snapshot'
   242|                  AND t.source_type='broker_import_reviewed_snapshot'
   243|                  AND COALESCE(t.is_voided,0)=0
   244|                  AND t.instrument_id IS NOT NULL
   245|                ORDER BY i.isin, i.name
   246|                """
   247|            ).fetchall()
   248|            ids = [r["instrument_id"] for r in rows]
   249|            if args.limit is not None:
   250|                ids = ids[:args.limit]
   251|            summary = prepare_catalog_from_instruments(conn, instrument_ids=ids, source=args.source)
   252|            print(
   253|                "INSTRUMENT_CATALOG_PREP "
   254|                f"instruments_total={summary['instruments_total']} catalog_entries_created={summary['catalog_entries_created']} "
   255|                f"multiple_listings={summary['multiple_listings']} manual_review_required={summary['manual_review_required']} "
   256|                f"hedge_unknown={summary['hedge_unknown']} instrument_status_unknown={summary['instrument_status_unknown']} "
   257|                f"valuation_ready={summary['valuation_ready']}"
   258|

Use offset=258 to continue reading (showing 208-257 of 437 lines)


[Your active task list was preserved across context compression]
- [>] inspect. Repo-Status und relevante FinanceManager-Struktur prüfen (in_progress)
- [ ] impl. Runtime-Secret-Loading, OpenFIGI/FMP Provider, Merge/Cache und UI-Status/Wizard/Preisvorschau implementieren (pending)
- [ ] price. Expliziten Equity/ETF-Preisupdate-Workflow vorbereiten (pending)
- [ ] tests. Mock-Tests und optionalen echten Provider-Smoke-Test ergänzen/ausführen (pending)
- [ ] verify. Compile, pytest, Git-Safety, git status, diff-check ausführen (pending)
- [ ] commitpush. Sauber committen und pushen (pending)


Explanation:
**Loading skills for task**

I see that I need to continue with the current request and determine if I should load specific skills. They've already been summarized, but my main focus is on coding, so I might consider using skills related to finance systems or GitHub workflows. It feels like I might already have everything necessary, but I should ensure I'm calling the correct skills to keep things systematic. I need to load any relevant skills as needed before replying.


finance-system-architecture

# Manual Position Entry + Provider Lookup UX Hardening

Session learning for the FinanceManager dashboard when making the Equity/ETF manual-entry path usable after crypto price/BTC runtime work.

## Trigger

Use this when the user asks to continue Equity/ETF Manage UI or manual portfolio entry after crypto/import foundations are accepted, especially when DOCX/broker imports are unsafe or intentionally deferred.

## Workflow guardrail

If the user gives an ordered priority list, finish each accepted block fully before switching topics:

1. tests/compile
2. Git-safety and generated-cache cleanup
3. commit
4. push
5. final aggregate report

Do not leave an accepted sprint half-finished because the next UX feature is tempting.

## User-mode placement

Manual position entry must be discoverable in normal User Mode, not hidden in Admin/Review queues:

- Add a navigation item such as `Position hinzufügen`.
- Add a Command Center quick action that routes there.
- Add an `Aktien & ETFs` empty state with a visible `Aktie/ETF hinzufügen` button that routes to the same wizard.
- Verify after a real Streamlit restart, not just unit tests, that User Mode visibly contains: `Command Center`, `Crypto`, `Wallets`, `Aktien & ETFs`, `Position hinzufügen`, `Reports`.
- Keep legacy review queues/admin screens as secondary surfaces only.
- Hide technical IDs (`catalog_entry_id`, `instrument_id`, provider internals) in the User Mode wizard.
- Avoid duplicate Streamlit navigation systems. If using a custom router, keep executable page modules out of Streamlit auto-pages and route through one session-state driven navigation path.

### Streamlit routing pitfall

Do not rely on setting `st.session_state["jarvis_requested_page"]` only inside the truthy branch returned by `st.button(...)` when the sidebar radio has already been rendered; the request can be one render too late or appear to do nothing in browser checks. Prefer `on_click` callbacks for navigation buttons:

```python
def _request_position_add(st):
    st.session_state["jarvis_requested_page"] = "Position hinzufügen"

st.button("+ Position hinzufügen", on_click=_request_position_add, args=(st,))
```

Then let the central router read that session-state value before constructing the radio/selectbox default. Tests should make the fake Streamlit `button` execute `on_click` callbacks so this path is covered.

## Provider lookup pattern

Provider order for instrument search:

1. local SQLite instrument catalog
2. OpenFIGI
3. Finnhub symbol lookup
4. Financial Modeling Prep search
5. manual creation

Rules:

- Provider calls are opt-in and explicit-click only; dashboard render must make zero live API calls.
- Show a clear provider status block in the wizard or Settings: OpenFIGI/Finnhub/FMP as `aktiv`, `API-Key fehlt`, or `Fehler`; `Lokale Suche` and `Manuelle Anlage` as `aktiv`.
- The visible user instructions for this project should name `~/jarvis_runtime/finance-system/secrets/.env` as the key location and list the supported variables without values.
- Missing provider keys are warnings, not crashes.
- Separate user actions into `Lokal suchen`, `Online suchen`, and `Manuell anlegen`; do not overload a single search button that may surprise-call providers.
- Provider results must be cached/upserted into the local catalog before later reuse.
- Ticker-only hits are `manual_selection_required`; never auto-select from ticker alone.
- ISIN is the preferred identity but can still require selection when listing/currency/exchange differs.
- Search results in User Mode should show human fields only: name, ISIN, ticker, exchange, currency, asset class, country, data source, confidence/status, and an explicit select button.
- Send only public instrument metadata to providers; never holdings, balances, cost basis, account IDs, notes, or documents.

## Runtime secret loading

Support both process env vars and runtime `.env` files outside Git:

- `~/jarvis_runtime/finance-system/secrets/.env`
- `~/jarvis_runtime/finance-system/.env`

Provider variable names to advertise in the User Mode dashboard/report:

- OpenFIGI: `OPENFIGI_API_KEY`, `JARVIS_OPENFIGI_API_KEY`
- Finnhub: `FINNHUB_API_KEY`, `JARVIS_FINNHUB_API_KEY`
- Financial Modeling Prep: `FMP_API_KEY`, `JARVIS_FMP_API_KEY`

Implementation may remain backward-compatible with older aliases such as `FINANCIAL_MODELING_PREP_API_KEY`, but do not clutter the user-facing instructions if the user requested the exact supported list above.

Never echo actual key values in chat/logs.

## Manual add-position wizard shape

For Aktien/ETFs, keep the wizard practical rather than admin-like:

1. Asset class: Aktie, ETF, Crypto, Cash. Aktie/ETF fully usable; Crypto/Cash may deep-link to existing flows.
2. Instrument search: ISIN/name/ticker input, optional filters, provider status, local search, online search, manual creation.
3. Instrument select: show name, ISIN, ticker, exchange, currency, asset class, source/status; require explicit selection when ambiguous.
4. Position entry: platform/depot, quantity as Decimal/Text, date, transaction type (`initial_position_snapshot`, buy, sell, dividend/distribution, fee, manual adjustment), cost basis, FX fields, category, note.
5. Review: summarize inputs and quality gaps; require confirmation checkbox before saving.
6. Save: write ledger/audit events, block duplicate initial snapshots for the same instrument/account, and never silently overwrite positions.

Validation/quality rules:

- ISIN is required or strongly recommended for equities/ETFs; ISIN and ticker may not both be empty.
- Currency and depot/account are required.
- Foreign currency positions need FX rate/source or a Data Quality warning; no crash.
- Missing cost basis or incomplete history should create `cost_basis_uncertain`/quality warnings, not fake precision.
- `manual_adjustment` and incomplete-history entries require a note.
- Existing holdings in User Mode with no price should display `nicht bewertet`, not misleading `CHF 0.00`.
## Test additions that caught regressions

Add or preserve tests for:

- User Mode navigation includes `Aktien & ETFs` and `Position hinzufügen` but not unfinished/admin pages.
- Command Center quick action routes via session state to the add-position page, using the same callback path Streamlit uses in-browser.
- `Aktien & ETFs` empty state shows `Aktie/ETF hinzufügen` and routes to the wizard.
- Add-position wizard renders without provider calls.
- Provider status displays local/manual active plus OpenFIGI/Finnhub/FMP key-missing states without leaking secrets.
- Provider list defaults to OpenFIGI/Finnhub/FMP.
- Runtime `.env` secret discovery works.
- Missing keys produce warnings and no crash.
- Local search, explicit online search, manual creation, exact-ISIN priority, ticker ambiguity/selection required, multiple-result selection required.
- Provider search results are cached locally and duplicate alerts are deduped.
- Synthetic E2E with non-sensitive data: e.g. `US9229087690` / `Vanguard Total Stock` / `VTI`, using a memory or separate test DB; never write real broker positions during UX tests.
- Initial snapshot save path requires review/confirmation, writes audit, creates cost-basis/FX quality warnings where appropriate, and blocks duplicate initial snapshots.
- Full `pytest`, `compileall`, `git diff --check`, Git-safety, commit, push.

## Cleanup pitfall

`pytest` recreates `.pytest_cache`. Remove `.pytest_cache` and `__pycache__` after final tests, then run Git-safety before staging/commit/push.