feat: saxo price

backend/services/saxo_client.py

@@ -60,17 +60,23 @@ def _synthesize_quote(
 
 # Bounded, stable catalogs worth fully caching in our own DB (StockOption/StockIndexOption
 # are far too large to bulk-fetch — those stay resolved on demand via Keywords search).
-# ContractFutures (outright futures — Brent, WTI, Gold, Copper, index e-minis) and FxSpot
+# ContractFutures/CfdOnFutures/FxSpot are the underlying-side equivalents of the option
-# (FX pairs) are the underlying-side equivalents of the option types above — added so the
+# types above — added so the Instruments Watchlist "Quote" link
-# Instruments Watchlist "Quote" link (services.database.set_instrument_watchlist_saxo_quote_symbol)
+# (services.database.set_instrument_watchlist_saxo_quote_symbol) has a real catalog to
-# has a real catalog to search instead of only ever finding option instruments.
+# search instead of only ever finding option instruments. Two flavors of "futures" on
-CATALOG_ASSET_TYPES = ["FuturesOption", "FxVanillaOption", "ContractFutures", "FxSpot"]
+# purpose: ContractFutures lists one instrument PER expiry month (e.g. Brent LCOU6 =
+# Sep 2026, LCOZ6 = Dec 2026 — needs manual rolling as contracts expire), while
+# CfdOnFutures is Saxo's CFD product tracking the same underlying continuously, closer
+# to what a "spot price" ticker like yfinance's BZ=F implies. Confirmed 2026-07-23 via
+# the Config -> Saxo "Tester" tool that ContractFutures/LCOU6 resolves live for Brent;
+# CfdOnFutures availability not yet confirmed for this account.
+CATALOG_ASSET_TYPES = ["FuturesOption", "FxVanillaOption", "ContractFutures", "CfdOnFutures", "FxSpot"]
 
 # Which of CATALOG_ASSET_TYPES are options (Instruments Watchlist "Option" picker) vs.
 # underlyings (the "Quote" picker) — see routers/instruments_watchlist.py's saxo-*-link
 # endpoints and frontend/src/pages/Config.tsx's SaxoLinkPicker.
 OPTION_ASSET_TYPES = ["FuturesOption", "FxVanillaOption", "StockOption", "StockIndexOption"]
-UNDERLYING_ASSET_TYPES = ["ContractFutures", "FxSpot", "StockIndex"]
+UNDERLYING_ASSET_TYPES = ["ContractFutures", "CfdOnFutures", "FxSpot", "StockIndex"]
 
 # symbol -> resolved instrument details, cheap in-process cache (roots don't change within a session)
 _root_uic_cache: Dict[str, Dict[str, Any]] = {}

frontend/src/pages/Config.tsx

@@ -341,6 +341,25 @@ function RiskProfilesCard() {
 // Asset-type filters matching backend services.saxo_client.OPTION_ASSET_TYPES /
 // UNDERLYING_ASSET_TYPES — keeps each picker's search scoped to the catalog rows that
 // are actually relevant, instead of both searching the same undifferentiated list.
+// Saxo has no shared naming convention with yfinance — its catalog search matches on
+// Saxo's own instrument description text ("Brent Crude"), not the yfinance ticker code
+// ("BZ=F"). This maps the common yfinance futures-root/index tickers to the plain-English
+// name worth searching for, so opening a picker pre-fills something useful instead of an
+// empty box the user has to guess into. Not exhaustive — anything not listed here (most
+// FX pairs, where the Saxo symbol IS the yfinance root, e.g. "EURUSD=X" -> "EURUSD") falls
+// back to a best-effort strip of yfinance's own suffix/prefix decoration.
+const YFINANCE_SEARCH_HINTS: Record<string, string> = {
+  'BZ=F': 'Brent', 'CL=F': 'WTI Crude', 'NG=F': 'Natural Gas',
+  'GC=F': 'Gold', 'SI=F': 'Silver', 'HG=F': 'Copper', 'PL=F': 'Platinum',
+  '^GSPC': 'S&P 500', '^NDX': 'Nasdaq 100', '^DJI': 'Dow Jones', '^RUT': 'Russell 2000',
+  '^VIX': 'VIX',
+}
+
+function guessSaxoSearchHint(ticker: string): string {
+  if (YFINANCE_SEARCH_HINTS[ticker]) return YFINANCE_SEARCH_HINTS[ticker]
+  return ticker.replace(/=F$|=X$|^\^/g, '')
+}
+
 const SAXO_LINK_KIND_META = {
   option: {
     label: 'Option', placeholder: 'Search Saxo option symbol…',
@@ -350,7 +369,7 @@ const SAXO_LINK_KIND_META = {
   quote: {
     label: 'Quote', placeholder: 'Search Saxo spot/futures symbol…',
     activeCls: 'text-sky-400 hover:text-sky-300 bg-sky-900/20 border-sky-700/30',
-    assetTypes: 'ContractFutures,FxSpot,StockIndex',
+    assetTypes: 'ContractFutures,CfdOnFutures,FxSpot,StockIndex',
   },
 } as const
 
@@ -375,7 +394,7 @@ function SaxoLinkPicker({ ticker, kind, saxoSymbol }: { ticker: string; kind: ke
         <Link2 className="w-2.5 h-2.5" /> {meta.label}: {saxoSymbol}
       </button>
     ) : (
-      <button onClick={() => setEditing(true)} className="flex items-center gap-1 text-[9px] text-slate-500 hover:text-slate-300 border border-slate-700/40 px-1.5 py-0.5 rounded">
+      <button onClick={() => { setEditing(true); setValue(guessSaxoSearchHint(ticker)); setShowDropdown(true) }} className="flex items-center gap-1 text-[9px] text-slate-500 hover:text-slate-300 border border-slate-700/40 px-1.5 py-0.5 rounded">
         <Unlink className="w-2.5 h-2.5" /> {meta.label}
       </button>
     )
@@ -780,6 +799,7 @@ function SaxoConnectionCard() {
             <option value="Stock">Stock</option>
             <option value="StockIndex">StockIndex</option>
             <option value="ContractFutures">ContractFutures</option>
+            <option value="CfdOnFutures">CfdOnFutures</option>
           </select>
           <button
             onClick={() => testQuote.mutate({ symbol: quoteSymbol, assetType: quoteAssetType })}