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vault-dash/docs/roadmap/backlog/DATA-004-underlying-instrument-selector.yaml

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id: DATA-004
title: Underlying Instrument Selector
status: backlog
priority: P2
size: L
depends_on:
- PRICING-001
acceptance_criteria:
- User can choose underlying instrument for options evaluation (GLD vs GC=F)
- Settings page exposes underlying selector with brief descriptions
- Workspace-scoped preference persisted
- Overview and Hedge pages reflect chosen underlying for price display and options strategy
- GC=F options data source placeholder exists (not yet wired to live data)
- UI clearly indicates which underlying is active and whether data is live or placeholder
notes:
- GLD is the MVP supported underlying with live data via yfinance
- GC=F futures options will require a new data source (future roadmap item)
- For now, GC=F selection can show "coming soon" or use estimated/stubbed pricing
- Each underlying has different contract specs (100 shares vs futures contract multiplier)
implementation_hints:
- Add underlying field to workspace/portfolio settings
- Extend app/domain/instruments.py with GC=F metadata (futures contract specs)
- Add underlying selector UI in settings
- DataService routes quote/options requests based on selected underlying
- For GC=F, stub with estimated pricing or clear "data source needed" state