feat(DATA-004): add underlying instrument selector

app/pages/hedge.py

@@ -86,9 +86,10 @@ async def _resolve_hedge_spot(workspace_id: str | None = None) -> tuple[dict[str
 
     try:
         data_service = get_data_service()
-        quote = await data_service.get_quote(data_service.default_symbol)
+        underlying = config.underlying or "GLD"
+        quote = await data_service.get_quote(underlying)
         spot, source, updated_at = resolve_portfolio_spot_from_quote(
-            config, quote, fallback_symbol=data_service.default_symbol
+            config, quote, fallback_symbol=underlying
         )
         portfolio = portfolio_snapshot(config, runtime_spot_price=spot)
         return portfolio, source, updated_at
@@ -120,12 +121,25 @@ async def _render_hedge_page(workspace_id: str | None = None) -> None:
         )
     updated_label = f"Quote timestamp: {quote_updated_at}" if quote_updated_at else "Quote timestamp: unavailable"
 
+    # Get underlying for display
+    underlying = "GLD"
+    if workspace_id:
+        try:
+            repo = get_workspace_repository()
+            config = repo.load_portfolio_config(workspace_id)
+            underlying = config.underlying or "GLD"
+        except Exception:
+            pass
+
     with dashboard_page(
         "Hedge Analysis",
-        "Compare hedge structures across scenarios, visualize cost-benefit tradeoffs, and inspect net equity impacts.",
+        f"Compare hedge structures across scenarios, visualize cost-benefit tradeoffs, and inspect net equity impacts for {underlying}.",
         "hedge",
         workspace_id=workspace_id,
     ):
+        with ui.row().classes("w-full items-center justify-between gap-4 max-md:flex-col max-md:items-start"):
+            ui.label(f"Active underlying: {underlying}").classes("text-sm text-slate-500 dark:text-slate-400")
+
         left_pane, right_pane = split_page_panes(
             left_testid="hedge-left-pane",
             right_testid="hedge-right-pane",

app/pages/overview.py

@@ -141,7 +141,8 @@ async def overview_page(workspace_id: str) -> None:
 
     config = repo.load_portfolio_config(workspace_id)
     data_service = get_data_service()
-    symbol = data_service.default_symbol
+    underlying = config.underlying or "GLD"
+    symbol = underlying
     quote = await data_service.get_quote(symbol)
     overview_spot_price, overview_source, overview_updated_at = _resolve_overview_spot(
         config, quote, fallback_symbol=symbol
@@ -199,14 +200,14 @@ async def overview_page(workspace_id: str) -> None:
 
     with dashboard_page(
         "Overview",
-        "Portfolio health, LTV risk, and quick strategy guidance for the current GLD-backed loan.",
+        f"Portfolio health, LTV risk, and quick strategy guidance for the current {underlying}-backed loan.",
         "overview",
         workspace_id=workspace_id,
     ):
         with ui.row().classes("w-full items-center justify-between gap-4 max-md:flex-col max-md:items-start"):
             ui.label(quote_status).classes("text-sm text-slate-500 dark:text-slate-400")
             ui.label(
-                f"Configured collateral baseline: ${config.gold_value:,.0f} · Loan ${config.loan_amount:,.0f}"
+                f"Active underlying: {underlying} · Configured collateral baseline: ${config.gold_value:,.0f} · Loan ${config.loan_amount:,.0f}"
             ).classes("text-sm text-slate-500 dark:text-slate-400")
 
         left_pane, right_pane = split_page_panes(

app/pages/settings.py

@@ -121,6 +121,7 @@ def settings_page(workspace_id: str) -> None:
             primary_source=str(primary_source.value),
             fallback_source=str(fallback_source.value),
             refresh_interval=parsed_refresh_interval,
+            underlying=str(underlying.value),
             volatility_spike=float(vol_alert.value),
             spot_drawdown=float(price_alert.value),
             email_alerts=bool(email_alerts.value),
@@ -244,6 +245,14 @@ def settings_page(workspace_id: str) -> None:
                 "w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
             ):
                 ui.label("Data Sources").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
+                underlying = ui.select(
+                    {
+                        "GLD": "SPDR Gold Shares ETF (live data via yfinance)",
+                        "GC=F": "Gold Futures (coming soon)",
+                    },
+                    value=config.underlying,
+                    label="Underlying instrument",
+                ).classes("w-full")
                 primary_source = ui.select(
                     ["yfinance", "ibkr", "alpaca"],
                     value=config.primary_source,