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+# Stock Name Display Implementation Plan
+
+> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
+
+**Goal:** Replace stock code displays with stock name as primary text across all portfolio-related views, with stock codes available via tooltip.
+
+**Architecture:** Backend schemas and API endpoints that currently lack stock names (`SnapshotHoldingResponse`, `TransactionResponse`, backtest `TransactionItem`) get `name` fields added, with name resolution via the existing `RebalanceService.get_stock_names()`. Frontend swaps display pattern from `ticker` (primary) + `name` (subtitle) to `name` (primary) with `title={ticker}` tooltip.
+
+**Tech Stack:** FastAPI + SQLAlchemy (backend), Next.js 15 + React 19 + TypeScript (frontend)
+
+---
+
+### Task 1: Add `name` field to `SnapshotHoldingResponse` schema
+
+**Files:**
+- Modify: `backend/app/schemas/portfolio.py:114-122`
+
+**Step 1: Add name field to schema**
+
+In `backend/app/schemas/portfolio.py`, add `name` field to `SnapshotHoldingResponse`:
+
+```python
+class SnapshotHoldingResponse(BaseModel):
+    ticker: str
+    name: str | None = None
+    quantity: int
+    price: FloatDecimal
+    value: FloatDecimal
+    current_ratio: FloatDecimal
+
+    class Config:
+        from_attributes = True
+```
+
+**Step 2: Commit**
+
+```bash
+git add backend/app/schemas/portfolio.py
+git commit -m "feat: add name field to SnapshotHoldingResponse schema"
+```
+
+---
+
+### Task 2: Add `name` field to `TransactionResponse` schema
+
+**Files:**
+- Modify: `backend/app/schemas/portfolio.py:72-76`
+
+**Step 1: Add name field to schema**
+
+In `backend/app/schemas/portfolio.py`, add `name` field to `TransactionResponse`:
+
+```python
+class TransactionResponse(TransactionBase):
+    id: int
+    name: str | None = None
+
+    class Config:
+        from_attributes = True
+```
+
+**Step 2: Commit**
+
+```bash
+git add backend/app/schemas/portfolio.py
+git commit -m "feat: add name field to TransactionResponse schema"
+```
+
+---
+
+### Task 3: Add `name` field to backtest `TransactionItem` schema
+
+**Files:**
+- Modify: `backend/app/schemas/backtest.py:119-131`
+
+**Step 1: Add name field to schema**
+
+In `backend/app/schemas/backtest.py`, add `name` field to `TransactionItem`:
+
+```python
+class TransactionItem(BaseModel):
+    """Single transaction."""
+    id: int
+    date: date
+    ticker: str
+    name: str | None = None
+    action: str
+    shares: int
+    price: FloatDecimal
+    commission: FloatDecimal
+
+    class Config:
+        from_attributes = True
+```
+
+**Step 2: Commit**
+
+```bash
+git add backend/app/schemas/backtest.py
+git commit -m "feat: add name field to backtest TransactionItem schema"
+```
+
+---
+
+### Task 4: Populate snapshot holdings with stock names in snapshot API
+
+**Files:**
+- Modify: `backend/app/api/snapshot.py:53-128` (create_snapshot endpoint)
+- Modify: `backend/app/api/snapshot.py:131-168` (get_snapshot endpoint)
+
+**Step 1: Update imports**
+
+Add `RebalanceService` import at top of `backend/app/api/snapshot.py`:
+
+```python
+from app.services.rebalance import RebalanceService
+```
+
+**Step 2: Update `create_snapshot` endpoint to include names**
+
+In the `create_snapshot` function, after getting prices and before creating snapshot, resolve names and include them in the response. Replace the return statement (lines 113-128):
+
+```python
+    # Get stock names
+    name_service = RebalanceService(db)
+    names = name_service.get_stock_names(tickers)
+
+    return SnapshotResponse(
+        id=snapshot.id,
+        portfolio_id=snapshot.portfolio_id,
+        total_value=snapshot.total_value,
+        snapshot_date=snapshot.snapshot_date,
+        holdings=[
+            SnapshotHoldingResponse(
+                ticker=h.ticker,
+                name=names.get(h.ticker),
+                quantity=h.quantity,
+                price=h.price,
+                value=h.value,
+                current_ratio=h.current_ratio,
+            )
+            for h in snapshot.holdings
+        ],
+    )
+```
+
+**Step 3: Update `get_snapshot` endpoint to include names**
+
+In the `get_snapshot` function, resolve names before returning. Replace lines 153-168:
+
+```python
+    # Get stock names
+    tickers = [h.ticker for h in snapshot.holdings]
+    name_service = RebalanceService(db)
+    names = name_service.get_stock_names(tickers)
+
+    return SnapshotResponse(
+        id=snapshot.id,
+        portfolio_id=snapshot.portfolio_id,
+        total_value=snapshot.total_value,
+        snapshot_date=snapshot.snapshot_date,
+        holdings=[
+            SnapshotHoldingResponse(
+                ticker=h.ticker,
+                name=names.get(h.ticker),
+                quantity=h.quantity,
+                price=h.price,
+                value=h.value,
+                current_ratio=h.current_ratio,
+            )
+            for h in snapshot.holdings
+        ],
+    )
+```
+
+**Step 4: Commit**
+
+```bash
+git add backend/app/api/snapshot.py
+git commit -m "feat: include stock names in snapshot API responses"
+```
+
+---
+
+### Task 5: Populate transactions with stock names in portfolio API
+
+**Files:**
+- Modify: `backend/app/api/portfolio.py:218-234`
+
+**Step 1: Update imports**
+
+At top of `backend/app/api/portfolio.py`, `RebalanceService` is already imported (line 21). No change needed.
+
+**Step 2: Update `get_transactions` endpoint**
+
+Replace the `get_transactions` function body to resolve names:
+
+```python
+@router.get("/{portfolio_id}/transactions", response_model=List[TransactionResponse])
+async def get_transactions(
+    portfolio_id: int,
+    current_user: CurrentUser,
+    db: Session = Depends(get_db),
+    limit: int = 50,
+):
+    """Get transaction history for a portfolio."""
+    _get_portfolio(db, portfolio_id, current_user.id)
+    transactions = (
+        db.query(Transaction)
+        .filter(Transaction.portfolio_id == portfolio_id)
+        .order_by(Transaction.executed_at.desc())
+        .limit(limit)
+        .all()
+    )
+
+    # Resolve stock names
+    tickers = list({tx.ticker for tx in transactions})
+    service = RebalanceService(db)
+    names = service.get_stock_names(tickers)
+
+    return [
+        TransactionResponse(
+            id=tx.id,
+            ticker=tx.ticker,
+            name=names.get(tx.ticker),
+            tx_type=tx.tx_type.value,
+            quantity=tx.quantity,
+            price=tx.price,
+            executed_at=tx.executed_at,
+            memo=tx.memo,
+        )
+        for tx in transactions
+    ]
+```
+
+**Step 3: Commit**
+
+```bash
+git add backend/app/api/portfolio.py
+git commit -m "feat: include stock names in transaction API responses"
+```
+
+---
+
+### Task 6: Populate backtest transactions with stock names
+
+**Files:**
+- Modify: `backend/app/api/backtest.py:209-242`
+
+**Step 1: Add import**
+
+Add `RebalanceService` import at top of `backend/app/api/backtest.py`:
+
+```python
+from app.services.rebalance import RebalanceService
+```
+
+**Step 2: Update `get_transactions` endpoint**
+
+Replace the return logic in the backtest `get_transactions` endpoint:
+
+```python
+    transactions = (
+        db.query(BacktestTransaction)
+        .filter(BacktestTransaction.backtest_id == backtest_id)
+        .order_by(BacktestTransaction.date, BacktestTransaction.id)
+        .all()
+    )
+
+    # Resolve stock names
+    tickers = list({t.ticker for t in transactions})
+    name_service = RebalanceService(db)
+    names = name_service.get_stock_names(tickers)
+
+    return [
+        TransactionItem(
+            id=t.id,
+            date=t.date,
+            ticker=t.ticker,
+            name=names.get(t.ticker),
+            action=t.action,
+            shares=t.shares,
+            price=t.price,
+            commission=t.commission,
+        )
+        for t in transactions
+    ]
+```
+
+**Step 3: Commit**
+
+```bash
+git add backend/app/api/backtest.py
+git commit -m "feat: include stock names in backtest transaction responses"
+```
+
+---
+
+### Task 7: Update portfolio-card.tsx - show name instead of ticker
+
+**Files:**
+- Modify: `frontend/src/components/portfolio/portfolio-card.tsx`
+
+**Step 1: Add `name` to Holding interface**
+
+```typescript
+interface Holding {
+  ticker: string;
+  name: string | null;
+  current_ratio: number | null;
+}
+```
+
+**Step 2: Update pieData mapping to use name**
+
+Change line 64 from `name: h.ticker` to:
+
+```typescript
+name: h.name || h.ticker,
+```
+
+**Step 3: Add title attribute to holdings preview badges**
+
+Change the badge span (line 144-149) to include a `title`:
+
+```tsx
+<span
+  key={index}
+  className="text-xs px-2 py-0.5 rounded bg-muted text-muted-foreground"
+  title={pieData[index]?.name !== holdings[index]?.name ? holdings.find(h => (h.name || h.ticker) === item.name)?.ticker : undefined}
+>
+  {item.name}
+</span>
+```
+
+Actually, simpler approach - since `pieData` is derived from `holdings`, we can track the original ticker. Let's use a simpler approach: map pieData to include the original ticker, then use `title={item.ticker}`:
+
+Change the pieData mapping (lines 60-67):
+
+```typescript
+const pieData = holdings
+  .filter((h) => h.current_ratio !== null && h.current_ratio > 0)
+  .slice(0, 6)
+  .map((h, index) => ({
+    name: h.name || h.ticker,
+    ticker: h.ticker,
+    value: h.current_ratio ?? 0,
+    color: CHART_COLORS[index % CHART_COLORS.length],
+  }));
+```
+
+Then update the badge (lines 143-149):
+
+```tsx
+{pieData.slice(0, 4).map((item, index) => (
+  <span
+    key={index}
+    className="text-xs px-2 py-0.5 rounded bg-muted text-muted-foreground"
+    title={item.ticker}
+  >
+    {item.name}
+  </span>
+))}
+```
+
+**Step 4: Also update HoldingWithValue in portfolio list page**
+
+In `frontend/src/app/portfolio/page.tsx`, add `name` to the `HoldingWithValue` interface (line 12-15):
+
+```typescript
+interface HoldingWithValue {
+  ticker: string;
+  name: string | null;
+  current_ratio: number | null;
+}
+```
+
+**Step 5: Commit**
+
+```bash
+git add frontend/src/components/portfolio/portfolio-card.tsx frontend/src/app/portfolio/page.tsx
+git commit -m "feat: show stock names in portfolio cards"
+```
+
+---
+
+### Task 8: Update portfolio detail page - fix holdings ticker subtitle removal + transactions name
+
+**Files:**
+- Modify: `frontend/src/app/portfolio/[id]/page.tsx`
+
+**Step 1: Add `name` to Transaction interface**
+
+```typescript
+interface Transaction {
+  id: number;
+  ticker: string;
+  name: string | null;
+  tx_type: string;
+  quantity: number;
+  price: number;
+  executed_at: string;
+}
+```
+
+**Step 2: Update holdings table - remove ticker subtitle, add title tooltip**
+
+Change lines 343-348 from:
+
+```tsx
+<td className="px-4 py-3">
+  <div className="font-medium text-sm">{holding.name || holding.ticker}</div>
+  {holding.name && (
+    <div className="text-xs text-muted-foreground">{holding.ticker}</div>
+  )}
+</td>
+```
+
+To:
+
+```tsx
+<td className="px-4 py-3">
+  <span className="font-medium text-sm" title={holding.ticker}>{holding.name || holding.ticker}</span>
+</td>
+```
+
+**Step 3: Update transactions table - show name instead of ticker**
+
+Change line 457 from:
+
+```tsx
+<td className="px-4 py-3 text-sm font-medium">{tx.ticker}</td>
+```
+
+To:
+
+```tsx
+<td className="px-4 py-3 text-sm font-medium" title={tx.ticker}>{tx.name || tx.ticker}</td>
+```
+
+**Step 4: Update Target vs Actual section - add title tooltip**
+
+Change line 522 from:
+
+```tsx
+<span className="font-medium">{holding?.name || target.ticker}</span>
+```
+
+To:
+
+```tsx
+<span className="font-medium" title={target.ticker}>{holding?.name || target.ticker}</span>
+```
+
+**Step 5: Commit**
+
+```bash
+git add frontend/src/app/portfolio/[id]/page.tsx
+git commit -m "feat: show stock names as primary display in portfolio detail"
+```
+
+---
+
+### Task 9: Update rebalance page - name as primary display
+
+**Files:**
+- Modify: `frontend/src/app/portfolio/[id]/rebalance/page.tsx`
+
+**Step 1: Fetch stock names for price input labels**
+
+The rebalance page needs names for the price input section. The targets and holdings don't have names, but the rebalance result does. We need to store a name map. Add state and fetch names when targets/holdings load.
+
+Add `nameMap` state after existing state declarations (after line 61):
+
+```typescript
+const [nameMap, setNameMap] = useState<Record<string, string>>({});
+```
+
+In the `init` function, after setting targets and holdings, fetch portfolio detail to get names:
+
+```typescript
+// Fetch stock names from portfolio detail
+try {
+  const detail = await api.get<{ holdings: { ticker: string; name: string | null }[] }>(`/api/portfolios/${portfolioId}/detail`);
+  const names: Record<string, string> = {};
+  for (const h of detail.holdings) {
+    if (h.name) names[h.ticker] = h.name;
+  }
+  setNameMap(names);
+} catch {
+  // Names are optional, continue without
+}
+```
+
+**Step 2: Update price input labels to use name**
+
+Change line 183 from:
+
+```tsx
+{ticker} {target ? `(목표 ${target.target_ratio}%)` : ''} - 보유 {getHoldingQty(ticker)}주
+```
+
+To:
+
+```tsx
+{nameMap[ticker] || ticker} {target ? `(목표 ${target.target_ratio}%)` : ''} - 보유 {getHoldingQty(ticker)}주
+```
+
+**Step 3: Update results table - name as primary**
+
+Change lines 299-304 from:
+
+```tsx
+<td className="px-3 py-3">
+  <div className="font-medium">{item.ticker}</div>
+  {item.name && (
+    <div className="text-xs text-muted-foreground">{item.name}</div>
+  )}
+</td>
+```
+
+To:
+
+```tsx
+<td className="px-3 py-3">
+  <span className="font-medium" title={item.ticker}>{item.name || item.ticker}</span>
+</td>
+```
+
+**Step 4: Also update nameMap from rebalance results**
+
+After the calculate function sets the result, update nameMap with any names from the result:
+
+In the `calculate` function, after `setResult(data)` (line 117), add:
+
+```typescript
+// Update name map from results
+const newNames = { ...nameMap };
+for (const item of data.items) {
+  if (item.name) newNames[item.ticker] = item.name;
+}
+setNameMap(newNames);
+```
+
+**Step 5: Commit**
+
+```bash
+git add frontend/src/app/portfolio/[id]/rebalance/page.tsx
+git commit -m "feat: show stock names as primary display in rebalance page"
+```
+
+---
+
+### Task 10: Update portfolio history page - show names in snapshot
+
+**Files:**
+- Modify: `frontend/src/app/portfolio/[id]/history/page.tsx`
+
+**Step 1: Add `name` to SnapshotDetail holdings interface**
+
+Change the `holdings` type in `SnapshotDetail` interface (lines 23-29):
+
+```typescript
+holdings: {
+  ticker: string;
+  name: string | null;
+  quantity: number;
+  price: string;
+  value: string;
+  current_ratio: string;
+}[];
+```
+
+**Step 2: Update snapshot detail modal table**
+
+Change line 428 from:
+
+```tsx
+<td className="px-4 py-2 text-sm text-foreground">
+  {holding.ticker}
+</td>
+```
+
+To:
+
+```tsx
+<td className="px-4 py-2 text-sm text-foreground" title={holding.ticker}>
+  {holding.name || holding.ticker}
+</td>
+```
+
+**Step 3: Commit**
+
+```bash
+git add frontend/src/app/portfolio/[id]/history/page.tsx
+git commit -m "feat: show stock names in portfolio history snapshots"
+```
+
+---
+
+### Task 11: Update strategy pages - name as primary (3 files)
+
+**Files:**
+- Modify: `frontend/src/app/strategy/multi-factor/page.tsx:209-211`
+- Modify: `frontend/src/app/strategy/quality/page.tsx:174-176`
+- Modify: `frontend/src/app/strategy/value-momentum/page.tsx:190-192`
+
+**Step 1: Update multi-factor page**
+
+Change lines 209-211 from:
+
+```tsx
+<td className="px-4 py-3">
+  <div className="font-medium">{stock.ticker}</div>
+  <div className="text-xs text-muted-foreground">{stock.name}</div>
+</td>
+```
+
+To:
+
+```tsx
+<td className="px-4 py-3">
+  <span className="font-medium" title={stock.ticker}>{stock.name || stock.ticker}</span>
+</td>
+```
+
+**Step 2: Update quality page**
+
+Same change at lines 174-176.
+
+**Step 3: Update value-momentum page**
+
+Same change at lines 190-192.
+
+**Step 4: Commit**
+
+```bash
+git add frontend/src/app/strategy/multi-factor/page.tsx frontend/src/app/strategy/quality/page.tsx frontend/src/app/strategy/value-momentum/page.tsx
+git commit -m "feat: show stock names as primary display in strategy pages"
+```
+
+---
+
+### Task 12: Update backtest detail page - name as primary
+
+**Files:**
+- Modify: `frontend/src/app/backtest/[id]/page.tsx`
+
+**Step 1: Add `name` to TransactionItem interface**
+
+```typescript
+interface TransactionItem {
+  id: number;
+  date: string;
+  ticker: string;
+  name: string | null;
+  action: string;
+  shares: number;
+  price: number;
+  commission: number;
+}
+```
+
+**Step 2: Update holdings tab display**
+
+Change lines 392-394 from:
+
+```tsx
+<td className="px-4 py-3">
+  <div className="font-medium">{h.ticker}</div>
+  <div className="text-xs text-muted-foreground">{h.name}</div>
+</td>
+```
+
+To:
+
+```tsx
+<td className="px-4 py-3">
+  <span className="font-medium" title={h.ticker}>{h.name || h.ticker}</span>
+</td>
+```
+
+**Step 3: Update transactions tab display**
+
+Change line 425 from:
+
+```tsx
+<td className="px-4 py-3 text-sm font-medium">{t.ticker}</td>
+```
+
+To:
+
+```tsx
+<td className="px-4 py-3 text-sm font-medium" title={t.ticker}>{t.name || t.ticker}</td>
+```
+
+**Step 4: Commit**
+
+```bash
+git add frontend/src/app/backtest/[id]/page.tsx
+git commit -m "feat: show stock names as primary display in backtest detail"
+```
+
+---
+
+### Task 13: Verify frontend build
+
+**Step 1: Run frontend build to check for TypeScript errors**
+
+```bash
+cd frontend && npm run build
+```
+
+Expected: Build succeeds with no type errors.
+
+**Step 2: If build fails, fix any TypeScript errors and re-run**
+
+**Step 3: Commit any fixes**
+
+```bash
+git add -A && git commit -m "fix: resolve build errors from stock name display changes"
+```