feat: instrument analysis

backend/routers/instruments.py

@@ -15,11 +15,16 @@ from services.instrument_service import (
     get_snapshot,
     get_narrative,
     update_instrument_drivers,
+    update_instrument_saxo_link,
 )
 
 class DriverUpdate(BaseModel):
     drivers: List[Dict[str, Any]]
 
+
+class SaxoLinkBody(BaseModel):
+    saxo_symbol: Optional[str] = None
+
 router = APIRouter(prefix="/api/instruments", tags=["instruments"])
 
 
@@ -90,6 +95,25 @@ def update_drivers(instrument_id: str, body: DriverUpdate) -> Dict[str, Any]:
     return {"ok": True, "instrument_id": instrument_id.upper(), "drivers_count": len(body.drivers)}
 
 
+@router.put("/{instrument_id}/saxo-link")
+def set_saxo_link(instrument_id: str, body: SaxoLinkBody) -> Dict[str, Any]:
+    """Link this instrument to the Saxo symbol used to price it (chart, indicators, regime,
+    wavelets) instead of yfinance — or pass null to unlink. Mirrors
+    routers/instruments_watchlist.py's /{ticker}/saxo-quote-link, but persisted in
+    instruments.json (this catalog's own store) rather than the instruments_watchlist table."""
+    config = get_instrument(instrument_id)
+    if not config:
+        raise HTTPException(status_code=404, detail=f"Instrument '{instrument_id}' not found")
+
+    saxo_symbol = (body.saxo_symbol or "").strip().upper() or None
+    try:
+        update_instrument_saxo_link(instrument_id, saxo_symbol)
+    except Exception as e:
+        raise HTTPException(status_code=500, detail=str(e))
+
+    return {"instrument_id": instrument_id.upper(), "saxo_quote_symbol": saxo_symbol}
+
+
 # ── Instrument mult (pips → price conversion) ─────────────────────────────────
 
 _INST_MULT: Dict[str, int] = {"EURUSD": 10000, "GBPUSD": 10000, "USDJPY": 100, "AUDUSD": 10000}

backend/routers/wavelet.py

@@ -23,7 +23,26 @@ _PERIOD_TO_DAYS = {
 }
 
 
-def _fetch_history(symbol: str, period: str, interval: str = "1d", start: Optional[str] = None, end: Optional[str] = None):
+def _fetch_history(symbol: str, period: str, interval: str = "1d", start: Optional[str] = None, end: Optional[str] = None, saxo_symbol: Optional[str] = None):
+    """Saxo-first when saxo_symbol is given (resolved via the watchlist/Instrument Analysis
+    Saxo link), yfinance otherwise or as a silent fallback on any Saxo failure. Wavelets only
+    ever consume the close series, so unlike instrument_service's snapshot fetch this doesn't
+    need full OHLCV."""
+    if saxo_symbol and start is None and end is None:
+        # Saxo's Chart API is day-count-from-now only (no explicit date range), so a custom
+        # start_date/end_date request can't be served from Saxo — falls through to yfinance.
+        try:
+            from services.database import get_saxo_catalog_by_symbol
+            from services.saxo_client import get_price_history
+            entry = get_saxo_catalog_by_symbol(saxo_symbol)
+            asset_type = entry["asset_type"] if entry else "FxSpot"
+            days = _PERIOD_TO_DAYS.get(period, 365)
+            bars = get_price_history(saxo_symbol, asset_type, days=days)
+            return [b["close"] for b in bars], [b["date"] for b in bars]
+        except Exception as e:
+            import logging
+            logging.getLogger(__name__).warning(f"[wavelet] Saxo fetch failed for '{saxo_symbol}', falling back to yfinance: {e}")
+
     from services.data_fetcher import get_historical
     hist = get_historical(symbol, period=period, interval=interval, start=start, end=end)
     values = [h["close"] for h in hist]
@@ -34,7 +53,7 @@ def _fetch_history(symbol: str, period: str, interval: str = "1d", start: Option
 def _fetch_padded_history(
     symbol: str, lookback: int, period: str = "1y",
     start_date: Optional[str] = None, end_date: Optional[str] = None,
-    future_padding_days: int = 0,
+    future_padding_days: int = 0, saxo_symbol: Optional[str] = None,
 ):
     """Fetch enough history to cover the requested causal-output range plus a
     `lookback`-sized warmup window before it (mirrors main.py's fetch_start padding).
@@ -60,7 +79,7 @@ def _fetch_padded_history(
     if start_date:
         fetch_start = (date.fromisoformat(start_date) - timedelta(days=pad_days)).isoformat()
         fetch_end = (date.fromisoformat(end_date) + timedelta(days=future_padding_days)).isoformat() if end_date and future_padding_days else end_date
-        values, dates = _fetch_history(symbol, period, start=fetch_start, end=fetch_end)
+        values, dates = _fetch_history(symbol, period, start=fetch_start, end=fetch_end, saxo_symbol=saxo_symbol)
         return values, dates, start_date
 
     out_days = _PERIOD_TO_DAYS.get(period, 365)
@@ -69,7 +88,7 @@ def _fetch_padded_history(
         (p for p, d in sorted(_PERIOD_TO_DAYS.items(), key=lambda kv: kv[1]) if d >= total_days),
         "10y",
     )
-    values, dates = _fetch_history(symbol, fetch_period)
+    values, dates = _fetch_history(symbol, fetch_period, saxo_symbol=saxo_symbol)
     cutoff = (datetime.utcnow() - timedelta(days=out_days)).date().isoformat()
     return values, dates, cutoff
 
@@ -84,10 +103,11 @@ def wavelet_analyze(
     method: str = Query("cwt", description="cwt (default) or ssq"),
     start_date: Optional[str] = Query(None, description="ISO date (YYYY-MM-DD) — overrides `period` with an explicit custom range"),
     end_date: Optional[str] = Query(None, description="ISO date (YYYY-MM-DD), only used alongside start_date; omit for 'through today'"),
+    saxo_symbol: Optional[str] = Query(None, description="Saxo quote symbol — Saxo-first, falls back to `symbol` (yfinance) on any failure"),
 ):
     from services.wavelet_engine import windowed_band_decompose, band_decompose_ssq
 
-    values, dates = _fetch_history(symbol, period, start=start_date, end=end_date)
+    values, dates = _fetch_history(symbol, period, start=start_date, end=end_date, saxo_symbol=saxo_symbol)
     if len(values) < 32:
         raise HTTPException(400, "Historique insuffisant pour une analyse ondelette (32 points minimum).")
 
@@ -112,13 +132,14 @@ def wavelet_rolling(
     method: str = Query("cwt", description="cwt (default) or ssq"),
     start_date: Optional[str] = Query(None, description="ISO date (YYYY-MM-DD) — overrides `period`; the causal output starts here"),
     end_date: Optional[str] = Query(None, description="ISO date (YYYY-MM-DD), only used alongside start_date; omit for 'through today'"),
+    saxo_symbol: Optional[str] = Query(None, description="Saxo quote symbol — Saxo-first, falls back to `symbol` (yfinance) on any failure"),
 ):
     """Walk-forward version of /analyze: band values are computed day by day from a
     trailing `lookback`-point window only, so a trade simulation built on this never
     sees data past its own decision date."""
     from services.wavelet_engine import rolling_causal_bands, rolling_causal_bands_ssq
 
-    values, dates, cutoff = _fetch_padded_history(symbol, lookback, period, start_date, end_date)
+    values, dates, cutoff = _fetch_padded_history(symbol, lookback, period, start_date, end_date, saxo_symbol=saxo_symbol)
     if len(values) < lookback + 32:
         raise HTTPException(400, "Historique insuffisant pour une analyse ondelette (32 points minimum).")
 
@@ -158,6 +179,7 @@ def wavelet_reliability_endpoint(
     max_future_padding: int = Query(60, ge=10, le=180, description="extra real days fetched beyond the requested range, to cover the slowest band's own (data-driven) confirm horizon"),
     start_date: Optional[str] = Query(None, description="ISO date (YYYY-MM-DD) — overrides `period`; the causal output starts here"),
     end_date: Optional[str] = Query(None, description="ISO date (YYYY-MM-DD), only used alongside start_date; omit for 'through today'"),
+    saxo_symbol: Optional[str] = Query(None, description="Saxo quote symbol — Saxo-first, falls back to `symbol` (yfinance) on any failure"),
 ):
     """For every reversal a live (causal, walk-forward) decomposition would have flagged,
     checks whether redoing the decomposition later still shows the same reversal — a
@@ -169,7 +191,7 @@ def wavelet_reliability_endpoint(
     # The horizon is now computed per band inside wavelet_reliability (from each band's own
     # measured cycle length), so we don't know it in advance here — pad generously enough to
     # cover even a slow band's cycle instead.
-    values, dates, cutoff = _fetch_padded_history(symbol, lookback, period, start_date, end_date, future_padding_days=max_future_padding)
+    values, dates, cutoff = _fetch_padded_history(symbol, lookback, period, start_date, end_date, future_padding_days=max_future_padding, saxo_symbol=saxo_symbol)
     if len(values) < lookback + max_future_padding + 32:
         raise HTTPException(400, "Historique insuffisant pour un test de fiabilité (32 points minimum au-delà de la fenêtre + marge).")
 

backend/services/instrument_service.py

@@ -75,6 +75,32 @@ def update_instrument_drivers(instrument_id: str, drivers: List[Dict]) -> None:
     logger.info(f"[instrument_service] Updated drivers for {uid} ({len(drivers)} drivers)")
 
 
+def update_instrument_saxo_link(instrument_id: str, saxo_symbol: Optional[str]) -> None:
+    """Persist the Saxo quote-symbol link to instruments.json and refresh in-memory config.
+    saxo_symbol=None clears the link (falls back to yfinance)."""
+    global _configs
+    if _configs is None:
+        _load_configs()
+
+    uid = instrument_id.upper()
+    if uid not in _configs:
+        raise ValueError(f"Instrument {uid} not found")
+
+    with open(CONFIG_PATH, "r", encoding="utf-8") as f:
+        raw = json.load(f)
+
+    for inst in raw["instruments"]:
+        if inst["id"] == uid:
+            inst["saxo_quote_symbol"] = saxo_symbol
+            break
+
+    with open(CONFIG_PATH, "w", encoding="utf-8") as f:
+        json.dump(raw, f, ensure_ascii=False, indent=2)
+
+    _configs[uid]["saxo_quote_symbol"] = saxo_symbol
+    logger.info(f"[instrument_service] Updated Saxo link for {uid}: {saxo_symbol}")
+
+
 # ── DataFrame helpers ──────────────────────────────────────────────────────────
 
 def _ohlcv_to_df(records: List[Dict]) -> pd.DataFrame:
@@ -653,6 +679,46 @@ def _get_relevant_events(
 
 # ── Main snapshot ──────────────────────────────────────────────────────────────
 
+# Approximate calendar-day span of each yfinance-style period string — used to size the
+# Saxo `days` fetch window (Saxo's Chart API is day-count based, not period-string based).
+# Same values as routers/wavelet.py's _PERIOD_TO_DAYS; duplicated locally since it's a
+# tiny, stable lookup table not worth sharing across modules.
+_PERIOD_TO_DAYS = {
+    "5d": 5, "1mo": 30, "3mo": 90, "6mo": 182,
+    "1y": 365, "2y": 730, "5y": 1825, "10y": 3650, "max": 3650,
+}
+
+
+def _fetch_ohlcv(config: Dict[str, Any], instrument_id: str, period: str, interval: str) -> Tuple[List[Dict], str]:
+    """Fetch OHLCV records for the snapshot — Saxo-first when the instrument has a
+    saxo_quote_symbol linked, yfinance otherwise (or as a silent fallback on any Saxo
+    failure). Returns (records, source)."""
+    saxo_symbol = config.get("saxo_quote_symbol")
+    if saxo_symbol:
+        try:
+            from services.database import get_saxo_catalog_by_symbol
+            from services.saxo_client import get_price_history
+            entry = get_saxo_catalog_by_symbol(saxo_symbol)
+            asset_type = entry["asset_type"] if entry else "FxSpot"
+            days = _PERIOD_TO_DAYS.get(period, 365)
+            bars = get_price_history(saxo_symbol, asset_type, days=days)
+            records = [{"date": b["date"], "open": b.get("open"), "high": b.get("high"),
+                        "low": b.get("low"), "close": b.get("close"), "volume": b.get("volume")}
+                       for b in bars]
+            return records, "saxo"
+        except Exception as e:
+            logger.warning(f"[instrument_service] Saxo fetch failed for {instrument_id} ({saxo_symbol}), falling back to yfinance: {e}")
+
+    yf_ticker = config.get("yf_ticker", instrument_id)
+    try:
+        from services.data_fetcher import get_historical
+        records = get_historical(yf_ticker, period=period, interval=interval)
+    except Exception as e:
+        logger.error(f"[instrument_service] Data fetch failed for {instrument_id}: {e}")
+        records = []
+    return records, "yfinance"
+
+
 async def get_snapshot(
     instrument_id: str,
     period: str = "1y",
@@ -666,16 +732,7 @@ async def get_snapshot(
     if not config:
         return {"error": f"Unknown instrument: {instrument_id}"}
 
-    yf_ticker = config.get("yf_ticker", instrument_id)
-
-    # Fetch OHLCV
-    try:
-        from services.data_fetcher import get_historical
-        records = get_historical(yf_ticker, period=period, interval=interval)
-    except Exception as e:
-        logger.error(f"[instrument_service] Data fetch failed for {instrument_id}: {e}")
-        records = []
-
+    records, source = _fetch_ohlcv(config, instrument_id, period, interval)
     df = _ohlcv_to_df(records)
 
     # Compute everything
@@ -752,6 +809,7 @@ async def get_snapshot(
         "change_pct": change_pct,
         "change_abs": change_abs,
         "period": period,
+        "source": source,
     }
 
 

backend/services/saxo_client.py

@@ -249,7 +249,9 @@ def get_price_history(symbol: str, asset_type: str = "FxSpot", days: int = 90) -
     Callers should treat any failure here (entitlement gap, still-wrong field names for
     some other asset type, etc.) as routine and fall back to another source, not surface
     it as a hard error.
-    Returns oldest-first [{"date": "YYYY-MM-DD", "close": float}, ...].
+    Returns oldest-first [{"date": "YYYY-MM-DD", "close": float, "open": float|None,
+    "high": float|None, "low": float|None, "volume": float|None}, ...] — open/high/low/volume
+    are None when the raw bar doesn't carry them (e.g. FX Spot has no traded volume).
     """
     instrument = resolve_instrument(symbol, asset_types=asset_type)
     data = _get("/chart/v3/charts", {
@@ -271,7 +273,14 @@ def get_price_history(symbol: str, asset_type: str = "FxSpot", days: int = 90) -
             close = (bar["CloseBid"] + bar["CloseAsk"]) / 2
         if close is None or not time_str:
             continue
-        out.append({"date": str(time_str)[:10], "close": float(close)})
+        out.append({
+            "date": str(time_str)[:10],
+            "close": float(close),
+            "open": float(bar["Open"]) if bar.get("Open") is not None else None,
+            "high": float(bar["High"]) if bar.get("High") is not None else None,
+            "low": float(bar["Low"]) if bar.get("Low") is not None else None,
+            "volume": float(bar["Volume"]) if bar.get("Volume") is not None else None,
+        })
     if not out:
         raise ValueError(f"Chart data for '{symbol}' had no usable Close/CloseMid/CloseBid+CloseAsk/Time fields — raw bar keys: {list(bars[0].keys()) if bars else []}")
     return out

frontend/src/components/SaxoLinkPicker.tsx

@@ -0,0 +1,106 @@
+import { useState } from 'react'
+import { Link2, Unlink } from 'lucide-react'
+import clsx from 'clsx'
+import { useSaxoCatalog } from '../hooks/useApi'
+
+// 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', 'IEF': 'Treasury',
+}
+
+export function guessSaxoSearchHint(ticker: string): string {
+  if (YFINANCE_SEARCH_HINTS[ticker]) return YFINANCE_SEARCH_HINTS[ticker]
+  return ticker.replace(/=F$|=X$|^\^/g, '')
+}
+
+export const SAXO_LINK_KIND_META = {
+  option: {
+    label: 'Option', placeholder: 'Search Saxo option symbol…',
+    activeCls: 'text-emerald-400 hover:text-emerald-300 bg-emerald-900/20 border-emerald-700/30',
+    assetTypes: 'FuturesOption,FxVanillaOption,StockOption,StockIndexOption',
+  },
+  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,CfdOnFutures,FxSpot,StockIndex',
+  },
+} as const
+
+export type SaxoLinkKind = keyof typeof SAXO_LINK_KIND_META
+
+// Generic Saxo symbol linker — ticker/saxoSymbol are display data, onSave/isPending are
+// injected by the caller so this can drive any backing store (instruments_watchlist's
+// saxo_option_symbol/saxo_quote_symbol columns via Config.tsx, or instruments.json's
+// saxo_quote_symbol field via InstrumentDashboard.tsx) without knowing which one it is.
+export default function SaxoLinkPicker({ ticker, kind, saxoSymbol, onSave, isPending }: {
+  ticker: string
+  kind: SaxoLinkKind
+  saxoSymbol: string | null
+  onSave: (symbol: string | null) => void
+  isPending: boolean
+}) {
+  const [editing, setEditing] = useState(false)
+  const [value, setValue] = useState(saxoSymbol ?? '')
+  const [showDropdown, setShowDropdown] = useState(false)
+  const meta = SAXO_LINK_KIND_META[kind]
+  const { data: catalogMatches } = useSaxoCatalog(meta.assetTypes, value.length >= 2 ? value : undefined)
+
+  const save = (sym?: string) => {
+    const resolved = (sym ?? value).trim().toUpperCase() || null
+    onSave(resolved)
+    setEditing(false)
+  }
+
+  if (!editing) {
+    return saxoSymbol ? (
+      <button onClick={() => { setEditing(true); setValue(saxoSymbol) }} className={clsx('flex items-center gap-1 text-[9px] px-1.5 py-0.5 rounded border', meta.activeCls)}>
+        <Link2 className="w-2.5 h-2.5" /> {meta.label}: {saxoSymbol}
+      </button>
+    ) : (
+      <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>
+    )
+  }
+
+  return (
+    <div className="relative">
+      <input
+        autoFocus
+        value={value}
+        onChange={e => { setValue(e.target.value); setShowDropdown(true) }}
+        onFocus={() => setShowDropdown(true)}
+        onKeyDown={e => { if (e.key === 'Enter') save(); if (e.key === 'Escape') setEditing(false) }}
+        onBlur={() => save()}
+        placeholder={meta.placeholder}
+        className="bg-dark-800 border border-slate-700/40 rounded px-1.5 py-0.5 text-[9px] text-white w-28 focus:outline-none focus:border-blue-500/50"
+      />
+      {isPending && <span className="text-[9px] text-slate-600 ml-1">…</span>}
+      {showDropdown && (catalogMatches ?? []).length > 0 && (
+        <div className="absolute z-20 top-full left-0 mt-1 w-72 max-h-60 overflow-y-auto bg-dark-800 border border-slate-700 rounded shadow-xl">
+          {(catalogMatches ?? []).map((c: any) => (
+            <button
+              key={c.symbol}
+              type="button"
+              onMouseDown={e => e.preventDefault()}
+              onClick={() => { setValue(c.symbol); setShowDropdown(false); save(c.symbol) }}
+              className="flex items-center justify-between gap-3 w-full text-left px-2.5 py-1.5 text-[10px] hover:bg-dark-700 transition-colors"
+            >
+              <span className="font-mono font-bold text-white shrink-0">{c.symbol}</span>
+              <span className="text-slate-500 truncate">{c.description}</span>
+            </button>
+          ))}
+        </div>
+      )}
+    </div>
+  )
+}

frontend/src/hooks/useApi.ts

@@ -200,6 +200,17 @@ export const useSetWatchlistSaxoQuoteLink = () => {
   })
 }
 
+// Links an Instrument Analysis instrument (backend/config/instruments.json — a separate
+// catalog from instruments_watchlist above) to a Saxo quote symbol, so its chart/indicators/
+// wavelets are Saxo-sourced instead of yfinance. InstrumentDashboard.tsx doesn't use React
+// Query for its own data (plain axios + useState), so this mutation carries no
+// invalidateQueries — the caller re-fetches the instrument list/snapshot itself on success.
+export const useSetInstrumentSaxoLink = () =>
+  useMutation({
+    mutationFn: ({ instrumentId, saxoSymbol }: { instrumentId: string; saxoSymbol: string | null }) =>
+      api.put(`/instruments/${encodeURIComponent(instrumentId)}/saxo-link`, { saxo_symbol: saxoSymbol }).then(r => r.data),
+  })
+
 // Free-form display name — no longer tied to yfinance's long_name lookup, since an
 // instrument can now be entirely Saxo-sourced.
 export const useRenameWatchlistInstrument = () => {

frontend/src/pages/Config.tsx

@@ -4,6 +4,7 @@ import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { useSources, useUpdateSources, useUpdateApiKeys, useConfig, useAiStatus, useAnalysisConfig, useSaveAnalysisConfig, useCycleStatus, useUpdateCycleConfig, useTriggerCycle, useCycleStepCatalog, useRiskProfiles, useUpsertProfile, useDeleteProfile, useExitDefaults, useSaveExitDefaults, useOptionsGate, useSaveOptionsGate, useTechIndicatorsConfig, useSaveTechIndicatorsConfig, useInstrumentsWatchlist, useAddWatchlistInstrument, useRemoveWatchlistInstrument, useSetWatchlistSaxoOptionLink, useSetWatchlistSaxoQuoteLink, useRenameWatchlistInstrument, useSaxoStatus, useDisconnectSaxo, useSaxoWatchlist, useUpdateSaxoWatchlist, useSnapshotSaxoNow, useValidateSaxoWatchlist, useSaxoCatalog, useSaxoCatalogSummary, useRefreshSaxoCatalog, useTestSaxoQuote, useSaxoSettings, useUpdateSaxoSettings, useSnapshotAllSaxoNow, useExpandSaxoWatchlist, type CycleStepDef } from '../hooks/useApi'
 import { Settings, Key, Globe, CheckCircle, XCircle, AlertCircle, Save, Eye, EyeOff, Brain, SlidersHorizontal, RefreshCw, Zap, Plus, Trash2, Pencil, X, Lock, Gauge, DollarSign, TrendingUp, ShieldAlert, DatabaseBackup, Radar, Link2, Unlink, Camera, ShieldCheck, ExternalLink } from 'lucide-react'
 import clsx from 'clsx'
+import SaxoLinkPicker from '../components/SaxoLinkPicker'
 
 const API = ''
 
@@ -338,101 +339,6 @@ function RiskProfilesCard() {
 //              scheduler's watchlist (Config -> Saxo below) so it gets snapshotted.
 //   'quote'  — which Saxo spot/futures symbol prices this instrument in the Cockpit,
 //              replacing yfinance's unadjusted continuous-futures tickers.
-// 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', 'IEF': 'Treasury',
-}
-
-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…',
-    activeCls: 'text-emerald-400 hover:text-emerald-300 bg-emerald-900/20 border-emerald-700/30',
-    assetTypes: 'FuturesOption,FxVanillaOption,StockOption,StockIndexOption',
-  },
-  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,CfdOnFutures,FxSpot,StockIndex',
-  },
-} as const
-
-function SaxoLinkPicker({ ticker, kind, saxoSymbol }: { ticker: string; kind: keyof typeof SAXO_LINK_KIND_META; saxoSymbol: string | null }) {
-  const [editing, setEditing] = useState(false)
-  const [value, setValue] = useState(saxoSymbol ?? '')
-  const [showDropdown, setShowDropdown] = useState(false)
-  const optionLink = useSetWatchlistSaxoOptionLink()
-  const quoteLink = useSetWatchlistSaxoQuoteLink()
-  const { mutate: setLink, isPending } = kind === 'option' ? optionLink : quoteLink
-  const meta = SAXO_LINK_KIND_META[kind]
-  const { data: catalogMatches } = useSaxoCatalog(meta.assetTypes, value.length >= 2 ? value : undefined)
-
-  const save = (sym?: string) => {
-    const resolved = (sym ?? value).trim().toUpperCase() || null
-    setLink({ ticker, saxoSymbol: resolved }, { onSuccess: () => setEditing(false) })
-  }
-
-  if (!editing) {
-    return saxoSymbol ? (
-      <button onClick={() => { setEditing(true); setValue(saxoSymbol) }} className={clsx('flex items-center gap-1 text-[9px] px-1.5 py-0.5 rounded border', meta.activeCls)}>
-        <Link2 className="w-2.5 h-2.5" /> {meta.label}: {saxoSymbol}
-      </button>
-    ) : (
-      <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>
-    )
-  }
-
-  return (
-    <div className="relative">
-      <input
-        autoFocus
-        value={value}
-        onChange={e => { setValue(e.target.value); setShowDropdown(true) }}
-        onFocus={() => setShowDropdown(true)}
-        onKeyDown={e => { if (e.key === 'Enter') save(); if (e.key === 'Escape') setEditing(false) }}
-        onBlur={() => save()}
-        placeholder={meta.placeholder}
-        className="bg-dark-800 border border-slate-700/40 rounded px-1.5 py-0.5 text-[9px] text-white w-28 focus:outline-none focus:border-blue-500/50"
-      />
-      {isPending && <span className="text-[9px] text-slate-600 ml-1">…</span>}
-      {showDropdown && (catalogMatches ?? []).length > 0 && (
-        <div className="absolute z-20 top-full left-0 mt-1 w-72 max-h-60 overflow-y-auto bg-dark-800 border border-slate-700 rounded shadow-xl">
-          {(catalogMatches ?? []).map((c: any) => (
-            <button
-              key={c.symbol}
-              type="button"
-              onMouseDown={e => e.preventDefault()}
-              onClick={() => { setValue(c.symbol); setShowDropdown(false); save(c.symbol) }}
-              className="flex items-center justify-between gap-3 w-full text-left px-2.5 py-1.5 text-[10px] hover:bg-dark-700 transition-colors"
-            >
-              <span className="font-mono font-bold text-white shrink-0">{c.symbol}</span>
-              <span className="text-slate-500 truncate">{c.description}</span>
-            </button>
-          ))}
-        </div>
-      )}
-    </div>
-  )
-}
-
 // Inline-editable display name — the ticker (primary key) no longer has to be a
 // yfinance-recognized code now that an instrument can be entirely Saxo-sourced, so the
 // name shouldn't be stuck at whatever yfinance's long_name lookup produced (often just
@@ -474,6 +380,8 @@ function WatchlistCard() {
   const { data: items, isLoading } = useInstrumentsWatchlist()
   const { mutateAsync: addTicker, isPending: adding } = useAddWatchlistInstrument()
   const { mutate: removeTicker } = useRemoveWatchlistInstrument()
+  const optionLink = useSetWatchlistSaxoOptionLink()
+  const quoteLink = useSetWatchlistSaxoQuoteLink()
   const [input, setInput] = useState('')
   const [error, setError] = useState('')
   const [note, setNote] = useState('')
@@ -543,8 +451,12 @@ function WatchlistCard() {
                 <span className="text-[9px] text-slate-700 bg-dark-700 px-1.5 py-0.5 rounded capitalize">{item.asset_class}</span>
               </div>
               <div className="flex items-center gap-2 shrink-0">
-                <SaxoLinkPicker ticker={item.ticker} kind="option" saxoSymbol={item.saxo_option_symbol ?? null} />
-                <SaxoLinkPicker ticker={item.ticker} kind="quote" saxoSymbol={item.saxo_quote_symbol ?? null} />
+                <SaxoLinkPicker ticker={item.ticker} kind="option" saxoSymbol={item.saxo_option_symbol ?? null}
+                  isPending={optionLink.isPending}
+                  onSave={sym => optionLink.mutate({ ticker: item.ticker, saxoSymbol: sym })} />
+                <SaxoLinkPicker ticker={item.ticker} kind="quote" saxoSymbol={item.saxo_quote_symbol ?? null}
+                  isPending={quoteLink.isPending}
+                  onSave={sym => quoteLink.mutate({ ticker: item.ticker, saxoSymbol: sym })} />
                 <button onClick={() => removeTicker(item.ticker)} className="text-slate-600 hover:text-red-400 transition-colors">
                   <X className="w-3.5 h-3.5" />
                 </button>

frontend/src/pages/InstrumentDashboard.tsx

@@ -2,12 +2,14 @@ import { useState, useEffect, useCallback, useMemo, useRef } from 'react'
 import { useParams, useNavigate, useSearchParams } from 'react-router-dom'
 import {
   Sparkles, RefreshCw, ChevronDown, TrendingUp, TrendingDown,
-  Minus, BarChart2, Clock, Calendar, AlertCircle,
+  Minus, BarChart2, Clock, Calendar, AlertCircle, Link2,
 } from 'lucide-react'
 import axios from 'axios'
 import clsx from 'clsx'
 import { LineChart, Line, XAxis, YAxis, CartesianGrid, Tooltip, ResponsiveContainer } from 'recharts'
 import InstrumentChart, { TheoPoint } from '../components/InstrumentChart'
+import SaxoLinkPicker from '../components/SaxoLinkPicker'
+import { useSetInstrumentSaxoLink } from '../hooks/useApi'
 import { fmtPrice } from '../lib/format'
 
 const api = axios.create({ baseURL: '/api' })
@@ -122,6 +124,7 @@ interface InstrumentConfig {
   regime_labels: string[]
   chart: { ma_periods: number[]; show_volume: boolean }
   correlation_instruments: string[]
+  saxo_quote_symbol?: string | null
 }
 
 interface PriceCandle { time: string; open: number; high: number; low: number; close: number; volume: number }
@@ -182,6 +185,7 @@ interface Snapshot {
   trend: TrendMetrics
   events: SnapshotEvent[]
   current_price: number; change_pct: number; change_abs: number; period: string
+  source?: 'saxo' | 'yfinance'
 }
 
 // ── Helpers ───────────────────────────────────────────────────────────────────
@@ -1419,6 +1423,7 @@ export default function InstrumentDashboard({ instrumentIdProp, isVisible }: { i
   const [period, setPeriod]           = useState('1y')
   const [chartStyle, setChartStyle]   = useState<'candles' | 'line'>('candles')
   const [instruments, setInstruments] = useState<InstrumentConfig[]>([])
+  const setSaxoLink = useSetInstrumentSaxoLink()
   const [snapshot, setSnapshot]       = useState<Snapshot | null>(null)
   const [narrative, setNarrative]     = useState('')
   const [loading, setLoading]         = useState(false)
@@ -1641,6 +1646,7 @@ export default function InstrumentDashboard({ instrumentIdProp, isVisible }: { i
     try {
       const path = waveletCausal ? '/wavelet/rolling' : '/wavelet/analyze'
       const params: any = { symbol: selected.yf_ticker, period, levels: waveletLevels, wavelet: waveletFamily, method: waveletMethod }
+      if (selected.saxo_quote_symbol) params.saxo_symbol = selected.saxo_quote_symbol
       if (waveletCausal) params.lookback = waveletLookback
       const { data } = await api.get(path, { params })
       setWaveletData(data)
@@ -1661,6 +1667,7 @@ export default function InstrumentDashboard({ instrumentIdProp, isVisible }: { i
         params: {
           symbol: selected.yf_ticker, period, levels: waveletLevels,
           wavelet: waveletFamily, method: waveletMethod, lookback: waveletLookback,
+          ...(selected.saxo_quote_symbol ? { saxo_symbol: selected.saxo_quote_symbol } : {}),
         },
       })
       setWaveletReliability(data)
@@ -1672,6 +1679,19 @@ export default function InstrumentDashboard({ instrumentIdProp, isVisible }: { i
     }
   }
 
+  // Re-fetch the instrument catalog (source of `selected.saxo_quote_symbol`) and the
+  // current snapshot after linking/unlinking a Saxo symbol — this component manages its
+  // own data via useState/axios rather than React Query, so there's no cache to invalidate.
+  const handleSaxoLinkSave = (saxoSymbol: string | null) => {
+    if (!instrumentId) return
+    setSaxoLink.mutate({ instrumentId, saxoSymbol }, {
+      onSuccess: () => {
+        api.get('/instruments').then(r => setInstruments(r.data)).catch(() => {})
+        fetchSnapshot()
+      },
+    })
+  }
+
   const waveletChartData = useMemo(() => {
     if (!waveletData) return []
     const { dates, original, bands, mean } = waveletData
@@ -1907,6 +1927,11 @@ export default function InstrumentDashboard({ instrumentIdProp, isVisible }: { i
           </span>
         )}
 
+        {selected && (
+          <SaxoLinkPicker ticker={selected.id} kind="quote" saxoSymbol={selected.saxo_quote_symbol ?? null}
+            isPending={setSaxoLink.isPending} onSave={handleSaxoLinkSave} />
+        )}
+
         {displayPrice !== undefined && (
           <div className="flex items-center gap-3">
             <span className="text-xl font-bold text-white">
@@ -1917,6 +1942,11 @@ export default function InstrumentDashboard({ instrumentIdProp, isVisible }: { i
                 {(snapshot.change_pct ?? 0) >= 0 ? '+' : ''}{fmtPrice(snapshot.change_abs)} ({(snapshot.change_pct ?? 0) >= 0 ? '+' : ''}{snapshot.change_pct?.toFixed(2)}%)
               </span>
             )}
+            {snapshot?.source === 'saxo' && (
+              <span className="flex items-center gap-1 text-[10px] text-emerald-500" title="Prix source Saxo">
+                <Link2 className="w-3 h-3" /> ● Saxo
+              </span>
+            )}
           </div>
         )}