galaxis-po/docs/plans/2026-02-16-stock-name-display-design.md

Stock Name Display Design

Problem

Portfolio-related menus display stock codes (e.g., "095570") instead of stock names (e.g., "AJ네트웍스"), making them hard to read. Stock names should be the primary display, with codes available via tooltip on hover.

Decision

• Display stock name as primary text everywhere
• Show stock code via browser-native tooltip (title attribute) on hover
• Fallback to stock code when name is unavailable: name || ticker

Display Pattern

<span title={item.ticker}>{item.name || item.ticker}</span>

Backend Changes

Schemas to Update

Schema	Change
SnapshotHoldingResponse	Add name: str | None = None
TransactionResponse	Add name: str | None = None

API Endpoints to Update

Endpoint	Change
GET /snapshots/{snapshot_id}	Call get_stock_names(), populate holdings name
GET /transactions	Call get_stock_names(), populate transactions name

Already Has Name (No Change)

• HoldingWithValue, RebalanceItem, RebalanceCalculateItem
• Strategy API responses (all 3 strategies)
• Backtest holdings (BacktestHolding.name column exists)

Frontend Changes

File	Change
portfolio-card.tsx	Add name to Holding, show name in badges with ticker tooltip
history/page.tsx	Add name to snapshot holdings, show name in table
[id]/page.tsx	Transactions tab: add name display. Holdings already uses name.
rebalance/page.tsx	Swap: name as primary in price inputs and results table
strategy/multi-factor/page.tsx	Swap: name as primary, ticker as tooltip
strategy/quality/page.tsx	Swap: name as primary, ticker as tooltip
strategy/value-momentum/page.tsx	Swap: name as primary, ticker as tooltip
backtest/[id]/page.tsx	Swap: name as primary for holdings, add name for transactions