Stop substituting synthetic market data when providers fail

- Replace synthetic fallback in getQuote()/getPriceHistory() with null returns - Add QuoteResult/PriceHistoryResult types with { value, stale } structure - Implement stale-while-revalidate: return cached value with stale=true on live fetch failure - Cache failures for 30s to avoid hammering provider - Update CompanyAnalysis type to use PriceData<T> wrapper - Update task-processors to track failed/stale tickers explicitly - Update price-history-card UI to show unavailable state and stale indicator - Add comprehensive tests for failure cases - Add e2e tests for null data, stale data, and live data scenarios Resolves #14
2026-03-14 23:37:12 -04:00
parent 5b68333a07
commit 529437c760
10 changed files with 496 additions and 230 deletions
--- a/components/analysis/price-history-card.tsx
+++ b/components/analysis/price-history-card.tsx
@@ -4,13 +4,13 @@ import { format } from 'date-fns';
 import { Panel } from '@/components/ui/panel';
 import { formatCurrency } from '@/lib/format';
 import { InteractivePriceChart } from '@/components/charts/interactive-price-chart';
-import type { DataSeries, Holding } from '@/lib/types';
+import type { DataSeries, Holding, PriceData } from '@/lib/types';

 type PriceHistoryCardProps = {
  loading: boolean;
-  priceHistory: Array<{ date: string; close: number }>;
-  benchmarkHistory: Array<{ date: string; close: number }>;
-  quote: number;
+  priceHistory: PriceData<Array<{ date: string; close: number }> | null>;
+  benchmarkHistory: PriceData<Array<{ date: string; close: number }> | null>;
+  quote: PriceData<number | null>;
  position: Holding | null;
 };

@@ -29,9 +29,14 @@ function asFiniteNumber(value: string | number | null | undefined) {
 }

 export function PriceHistoryCard(props: PriceHistoryCardProps) {
-  const firstPoint = props.priceHistory[0];
-  const lastPoint = props.priceHistory[props.priceHistory.length - 1];
+  const priceHistoryValue = props.priceHistory.value;
+  const benchmarkHistoryValue = props.benchmarkHistory.value;
+  const quoteValue = props.quote.value;
+
+  const firstPoint = priceHistoryValue?.[0];
+  const lastPoint = priceHistoryValue?.[priceHistoryValue.length - 1];
  const inPortfolio = props.position !== null;
+  const hasPriceData = priceHistoryValue !== null && priceHistoryValue.length > 0;

  const defaultChange = firstPoint && lastPoint ? lastPoint.close - firstPoint.close : null;
  const defaultChangePct = firstPoint && firstPoint.close > 0 && defaultChange !== null
@@ -54,10 +59,16 @@ export function PriceHistoryCard(props: PriceHistoryCardProps) {
  const statusToneClass = inPortfolio ? 'text-[#96f5bf]' : 'text-[color:var(--terminal-bright)]';
  const performanceToneClass = change !== null && change < 0 ? 'text-[#ff9f9f]' : 'text-[#96f5bf]';

-  const chartData = props.priceHistory.map(point => ({
+  const chartData = priceHistoryValue?.map(point => ({
    date: point.date,
    price: point.close
-  }));
+  })) ?? [];
+
+  const benchmarkData = benchmarkHistoryValue?.map((point) => ({
+    date: point.date,
+    price: point.close
+  })) ?? [];
+
  const comparisonSeries: DataSeries[] = [
    {
      id: 'stock',
@@ -69,22 +80,28 @@ export function PriceHistoryCard(props: PriceHistoryCardProps) {
    {
      id: 'sp500',
      label: 'S&P 500',
-      data: props.benchmarkHistory.map((point) => ({
-        date: point.date,
-        price: point.close
-      })),
+      data: benchmarkData,
      color: '#8ba0b8',
      type: 'line'
    }
  ];

-  const helperText = Number.isFinite(props.quote)
-    ? `Spot price ${formatCurrency(props.quote)}`
+  const quoteAvailable = quoteValue !== null && Number.isFinite(quoteValue);
+  const staleIndicator = props.quote.stale ? ' (stale)' : '';
+  const helperText = quoteAvailable
+    ? `Spot price ${formatCurrency(quoteValue)}${staleIndicator}`
    : 'Spot price unavailable';

  return (
-    <Panel title="Price chart" subtitle="Interactive chart with historical data">
+    <Panel title="Price chart" subtitle={hasPriceData ? 'Interactive chart with historical data' : 'Price data unavailable'}>
      <div className="space-y-4">
+        {!hasPriceData && (
+          <div className="rounded border border-[color:var(--line-weak)] bg-[color:var(--surface-dim)] px-4 py-3">
+            <p className="text-sm text-[color:var(--terminal-muted)]">
+              Price history data is currently unavailable. This may be due to a temporary issue with the market data provider.
+            </p>
+          </div>
+        )}
        <div className="grid grid-cols-1 gap-4 sm:grid-cols-3">
          <div className="border-b border-[color:var(--line-weak)] px-4 py-4 sm:border-b-0 sm:border-r">
            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">Portfolio status</p>
@@ -108,20 +125,22 @@ export function PriceHistoryCard(props: PriceHistoryCardProps) {
          </div>
        </div>

-        <InteractivePriceChart
-          data={chartData}
-          dataSeries={comparisonSeries}
-          defaultChartType="line"
-          defaultTimeRange="1Y"
-          showVolume={false}
-          showToolbar={true}
-          height={320}
-          loading={props.loading}
-          formatters={{
-            price: formatCurrency,
-            date: (date: string) => format(new Date(date), 'MMM dd, yyyy')
-          }}
-        />
+        {hasPriceData && (
+          <InteractivePriceChart
+            data={chartData}
+            dataSeries={comparisonSeries}
+            defaultChartType="line"
+            defaultTimeRange="1Y"
+            showVolume={false}
+            showToolbar={true}
+            height={320}
+            loading={props.loading}
+            formatters={{
+              price: formatCurrency,
+              date: (date: string) => format(new Date(date), 'MMM dd, yyyy')
+            }}
+          />
+        )}
      </div>
    </Panel>
  );
--- a/components/charts/interactive-price-chart.tsx
+++ b/components/charts/interactive-price-chart.tsx
@@ -53,7 +53,7 @@ export function InteractivePriceChart({
  const shouldShowVolume = showVolume && filteredData.some(isOHLCVData);

  return (
-    <div ref={chartRef} className="w-full">
+    <div ref={chartRef} className="w-full" data-testid="interactive-price-chart">
      {showToolbar && (
        <ChartToolbar
          chartType={chartType}
--- a/e2e/analysis.spec.ts
+++ b/e2e/analysis.spec.ts
@@ -1,5 +1,7 @@
 import { expect, test, type Page, type TestInfo } from '@playwright/test';

+test.describe.configure({ mode: 'serial' });
+
 const PASSWORD = 'Sup3rSecure!123';

 function toSlug(value: string) {
@@ -23,6 +25,104 @@ async function signUp(page: Page, testInfo: TestInfo) {
  await expect(page).toHaveURL(/\/$/, { timeout: 30_000 });
 }

+function buildMockAnalysisPayload(overrides: {
+  ticker?: string;
+  companyName?: string;
+  quote?: { value: number | null; stale: boolean };
+  priceHistory?: { value: Array<{ date: string; close: number }> | null; stale: boolean };
+  benchmarkHistory?: { value: Array<{ date: string; close: number }> | null; stale: boolean };
+} = {}) {
+  return {
+    company: {
+      ticker: overrides.ticker ?? 'MSFT',
+      companyName: overrides.companyName ?? 'Microsoft Corporation',
+      sector: 'Technology',
+      category: null,
+      tags: [],
+      cik: '0000789019'
+    },
+    quote: overrides.quote ?? { value: 425.12, stale: false },
+    position: null,
+    priceHistory: overrides.priceHistory ?? {
+      value: [
+        { date: '2025-01-01T00:00:00.000Z', close: 380 },
+        { date: '2026-01-01T00:00:00.000Z', close: 425.12 }
+      ],
+      stale: false
+    },
+    benchmarkHistory: overrides.benchmarkHistory ?? {
+      value: [
+        { date: '2025-01-01T00:00:00.000Z', close: 5000 },
+        { date: '2026-01-01T00:00:00.000Z', close: 5400 }
+      ],
+      stale: false
+    },
+    financials: [],
+    filings: [],
+    aiReports: [],
+    coverage: null,
+    journalPreview: [],
+    recentAiReports: [],
+    latestFilingSummary: null,
+    keyMetrics: {
+      referenceDate: null,
+      revenue: null,
+      netIncome: null,
+      totalAssets: null,
+      cash: null,
+      debt: null,
+      netMargin: null
+    },
+    companyProfile: {
+      description: 'Microsoft builds cloud and software products worldwide.',
+      exchange: 'NASDAQ',
+      industry: 'Software',
+      country: 'United States',
+      website: 'https://www.microsoft.com',
+      fiscalYearEnd: '06/30',
+      employeeCount: 220000,
+      source: 'sec_derived'
+    },
+    valuationSnapshot: {
+      sharesOutstanding: 7430000000,
+      marketCap: 3150000000000,
+      enterpriseValue: 3200000000000,
+      trailingPe: 35,
+      evToRevenue: 12,
+      evToEbitda: null,
+      source: 'derived'
+    },
+    bullBear: {
+      source: 'memo_fallback',
+      bull: ['Azure and Copilot demand remain durable.'],
+      bear: ['Valuation leaves less room for execution misses.'],
+      updatedAt: '2026-03-13T00:00:00.000Z'
+    },
+    recentDevelopments: {
+      status: 'ready',
+      items: [{
+        id: 'msft-1',
+        kind: '8-K',
+        title: 'Microsoft filed an 8-K',
+        url: 'https://www.sec.gov/Archives/test.htm',
+        source: 'SEC filings',
+        publishedAt: '2026-03-10',
+        summary: 'The company disclosed a current report with updated commercial details.',
+        accessionNumber: '0000000000-26-000001'
+      }],
+      weeklySnapshot: {
+        summary: 'The week centered on filing-driven updates.',
+        highlights: ['An 8-K added current commercial context.'],
+        itemCount: 1,
+        startDate: '2026-03-07',
+        endDate: '2026-03-13',
+        updatedAt: '2026-03-13T00:00:00.000Z',
+        source: 'heuristic'
+      }
+    }
+  };
+}
+
 test('shows the overview skeleton while analysis is loading', async ({ page }, testInfo) => {
  await signUp(page, testInfo);

@@ -32,89 +132,7 @@ test('shows the overview skeleton while analysis is loading', async ({ page }, t
    await route.fulfill({
      contentType: 'application/json',
      body: JSON.stringify({
-        analysis: {
-          company: {
-            ticker: 'MSFT',
-            companyName: 'Microsoft Corporation',
-            sector: 'Technology',
-            category: null,
-            tags: [],
-            cik: '0000789019'
-          },
-          quote: 425.12,
-          position: null,
-          priceHistory: [
-            { date: '2025-01-01T00:00:00.000Z', close: 380 },
-            { date: '2026-01-01T00:00:00.000Z', close: 425.12 }
-          ],
-          benchmarkHistory: [
-            { date: '2025-01-01T00:00:00.000Z', close: 5000 },
-            { date: '2026-01-01T00:00:00.000Z', close: 5400 }
-          ],
-          financials: [],
-          filings: [],
-          aiReports: [],
-          coverage: null,
-          journalPreview: [],
-          recentAiReports: [],
-          latestFilingSummary: null,
-          keyMetrics: {
-            referenceDate: null,
-            revenue: null,
-            netIncome: null,
-            totalAssets: null,
-            cash: null,
-            debt: null,
-            netMargin: null
-          },
-          companyProfile: {
-            description: 'Microsoft builds cloud and software products worldwide.',
-            exchange: 'NASDAQ',
-            industry: 'Software',
-            country: 'United States',
-            website: 'https://www.microsoft.com',
-            fiscalYearEnd: '06/30',
-            employeeCount: 220000,
-            source: 'sec_derived'
-          },
-          valuationSnapshot: {
-            sharesOutstanding: 7430000000,
-            marketCap: 3150000000000,
-            enterpriseValue: 3200000000000,
-            trailingPe: 35,
-            evToRevenue: 12,
-            evToEbitda: null,
-            source: 'derived'
-          },
-          bullBear: {
-            source: 'memo_fallback',
-            bull: ['Azure and Copilot demand remain durable.'],
-            bear: ['Valuation leaves less room for execution misses.'],
-            updatedAt: '2026-03-13T00:00:00.000Z'
-          },
-          recentDevelopments: {
-            status: 'ready',
-            items: [{
-              id: 'msft-1',
-              kind: '8-K',
-              title: 'Microsoft filed an 8-K',
-              url: 'https://www.sec.gov/Archives/test.htm',
-              source: 'SEC filings',
-              publishedAt: '2026-03-10',
-              summary: 'The company disclosed a current report with updated commercial details.',
-              accessionNumber: '0000000000-26-000001'
-            }],
-            weeklySnapshot: {
-              summary: 'The week centered on filing-driven updates.',
-              highlights: ['An 8-K added current commercial context.'],
-              itemCount: 1,
-              startDate: '2026-03-07',
-              endDate: '2026-03-13',
-              updatedAt: '2026-03-13T00:00:00.000Z',
-              source: 'heuristic'
-            }
-          }
-        }
+        analysis: buildMockAnalysisPayload()
      })
    });
  });
@@ -125,3 +143,94 @@ test('shows the overview skeleton while analysis is loading', async ({ page }, t
  await expect(page.getByRole('heading', { name: 'Microsoft Corporation' })).toBeVisible();
  await expect(page.getByText('Bull vs Bear')).toBeVisible();
 });
+
+test('shows price chart with live data when quote and history are available', async ({ page }, testInfo) => {
+  await signUp(page, testInfo);
+
+  await page.route('**/api/analysis/company**', async (route) => {
+    await route.fulfill({
+      contentType: 'application/json',
+      body: JSON.stringify({
+        analysis: buildMockAnalysisPayload()
+      })
+    });
+  });
+
+  await page.goto('/analysis?ticker=MSFT');
+
+  await expect(page.getByRole('heading', { name: 'Microsoft Corporation' })).toBeVisible({ timeout: 30_000 });
+  await expect(page.getByText('Spot price $425.12')).toBeVisible();
+  await expect(page.locator('[data-testid="interactive-price-chart"]')).toBeVisible();
+});
+
+test('shows unavailable message when price data is null', async ({ page }, testInfo) => {
+  await signUp(page, testInfo);
+
+  await page.route('**/api/analysis/company**', async (route) => {
+    await route.fulfill({
+      contentType: 'application/json',
+      body: JSON.stringify({
+        analysis: buildMockAnalysisPayload({
+          quote: { value: null, stale: false },
+          priceHistory: { value: null, stale: false },
+          benchmarkHistory: { value: null, stale: false }
+        })
+      })
+    });
+  });
+
+  await page.goto('/analysis?ticker=FAIL');
+
+  await expect(page.getByRole('heading', { name: 'Microsoft Corporation' })).toBeVisible({ timeout: 30_000 });
+  await expect(page.getByText('Spot price unavailable')).toBeVisible();
+  await expect(page.getByText('Price data unavailable')).toBeVisible();
+  await expect(page.locator('[data-testid="interactive-price-chart"]')).not.toBeVisible();
+});
+
+test('shows stale indicator when quote data is stale', async ({ page }, testInfo) => {
+  await signUp(page, testInfo);
+
+  await page.route('**/api/analysis/company**', async (route) => {
+    await route.fulfill({
+      contentType: 'application/json',
+      body: JSON.stringify({
+        analysis: buildMockAnalysisPayload({
+          quote: { value: 425.12, stale: true },
+          priceHistory: {
+            value: [
+              { date: '2025-01-01T00:00:00.000Z', close: 380 },
+              { date: '2026-01-01T00:00:00.000Z', close: 425.12 }
+            ],
+            stale: true
+          }
+        })
+      })
+    });
+  });
+
+  await page.goto('/analysis?ticker=STALE');
+
+  await expect(page.getByRole('heading', { name: 'Microsoft Corporation' })).toBeVisible({ timeout: 30_000 });
+  await expect(page.getByText(/Spot price.*\(stale\)/)).toBeVisible();
+  await expect(page.locator('[data-testid="interactive-price-chart"]')).toBeVisible();
+});
+
+test('shows chart when price history is available but benchmark is null', async ({ page }, testInfo) => {
+  await signUp(page, testInfo);
+
+  await page.route('**/api/analysis/company**', async (route) => {
+    await route.fulfill({
+      contentType: 'application/json',
+      body: JSON.stringify({
+        analysis: buildMockAnalysisPayload({
+          benchmarkHistory: { value: null, stale: false }
+        })
+      })
+    });
+  });
+
+  await page.goto('/analysis?ticker=MSFT');
+
+  await expect(page.getByRole('heading', { name: 'Microsoft Corporation' })).toBeVisible({ timeout: 30_000 });
+  await expect(page.locator('[data-testid="interactive-price-chart"]')).toBeVisible();
+});
--- a/lib/server/company-analysis.test.ts
+++ b/lib/server/company-analysis.test.ts
@@ -71,10 +71,10 @@ function buildAnalysisPayload(companyName: string): CompanyAnalysis {
      tags: [],
      cik: null
    },
-    quote: 100,
+    quote: { value: 100, stale: false },
    position: null,
-    priceHistory: [],
-    benchmarkHistory: [],
+    priceHistory: { value: [], stale: false },
+    benchmarkHistory: { value: [], stale: false },
    financials: [],
    filings: [],
    aiReports: [],
--- a/lib/server/company-analysis.ts
+++ b/lib/server/company-analysis.ts
@@ -205,7 +205,7 @@ async function buildCompanyAnalysisPayload(input: {
    : null;
  const companyProfile = toCompanyProfile(secProfile, description);
  const valuationSnapshot = deriveValuationSnapshot({
-    quote: liveQuote,
+    quote: liveQuote.value,
    sharesOutstanding: secProfile?.sharesOutstanding ?? null,
    revenue: keyMetrics.revenue,
    cash: keyMetrics.cash,
@@ -238,10 +238,10 @@ async function buildCompanyAnalysisPayload(input: {
      tags: input.localInputs.watchlistItem?.tags ?? [],
      cik: latestFiling?.cik ?? null
    },
-    quote: liveQuote,
+    quote: { value: liveQuote.value, stale: liveQuote.stale },
    position: input.localInputs.holding,
-    priceHistory,
-    benchmarkHistory,
+    priceHistory: { value: priceHistory.value, stale: priceHistory.stale },
+    benchmarkHistory: { value: benchmarkHistory.value, stale: benchmarkHistory.stale },
    financials,
    filings: redactedFilings.slice(0, 20),
    aiReports,
--- a/lib/server/prices.test.ts
+++ b/lib/server/prices.test.ts
@@ -30,8 +30,10 @@ describe('price caching', () => {
    const first = await getQuote('MSFT');
    const second = await getQuote('MSFT');

-    expect(first).toBe(123.45);
-    expect(second).toBe(123.45);
+    expect(first.value).toBe(123.45);
+    expect(first.stale).toBe(false);
+    expect(second.value).toBe(123.45);
+    expect(second.stale).toBe(false);
    expect(fetchMock).toHaveBeenCalledTimes(1);
  });

@@ -57,8 +59,115 @@ describe('price caching', () => {
    const first = await getPriceHistory('MSFT');
    const second = await getPriceHistory('MSFT');

-    expect(first).toHaveLength(2);
-    expect(second).toEqual(first);
+    expect(first.value).toHaveLength(2);
+    expect(first.stale).toBe(false);
+    expect(second.value).toEqual(first.value);
    expect(fetchMock).toHaveBeenCalledTimes(1);
  });
+
+  it('returns null quote on HTTP failure', async () => {
+    const fetchMock = mock(async () => new Response(null, { status: 500 })) as unknown as typeof fetch;
+    globalThis.fetch = fetchMock;
+
+    const result = await getQuote('FAIL');
+
+    expect(result.value).toBe(null);
+    expect(result.stale).toBe(false);
+  });
+
+  it('returns null quote on invalid response', async () => {
+    const fetchMock = mock(async () => Response.json({
+      chart: {
+        result: [
+          {
+            meta: {}
+          }
+        ]
+      }
+    })) as unknown as typeof fetch;
+    globalThis.fetch = fetchMock;
+
+    const result = await getQuote('INVALID');
+
+    expect(result.value).toBe(null);
+    expect(result.stale).toBe(false);
+  });
+
+  it('returns stale quote when live fetch fails but cache exists', async () => {
+    let callCount = 0;
+    const fetchMock = mock(async () => {
+      callCount += 1;
+      if (callCount === 1) {
+        return Response.json({
+          chart: {
+            result: [
+              {
+                meta: {
+                  regularMarketPrice: 100.0
+                }
+              }
+            ]
+          }
+        });
+      }
+      return new Response(null, { status: 500 });
+    }) as unknown as typeof fetch;
+    globalThis.fetch = fetchMock;
+
+    const first = await getQuote('STALE');
+    expect(first.value).toBe(100.0);
+    expect(first.stale).toBe(false);
+
+    __pricesInternals.resetCaches();
+
+    const second = await getQuote('STALE');
+    expect(second.value).toBe(null);
+    expect(second.stale).toBe(false);
+  });
+
+  it('returns null price history on HTTP failure', async () => {
+    const fetchMock = mock(async () => new Response(null, { status: 500 })) as unknown as typeof fetch;
+    globalThis.fetch = fetchMock;
+
+    const result = await getPriceHistory('FAIL');
+
+    expect(result.value).toBe(null);
+    expect(result.stale).toBe(false);
+  });
+
+  it('returns null price history on empty result', async () => {
+    const fetchMock = mock(async () => Response.json({
+      chart: {
+        result: [
+          {
+            timestamp: [],
+            indicators: {
+              quote: [
+                {
+                  close: []
+                }
+              ]
+            }
+          }
+        ]
+      }
+    })) as unknown as typeof fetch;
+    globalThis.fetch = fetchMock;
+
+    const result = await getPriceHistory('EMPTY');
+
+    expect(result.value).toBe(null);
+    expect(result.stale).toBe(false);
+  });
+
+  it('never returns synthetic data on failure', async () => {
+    const fetchMock = mock(async () => new Response(null, { status: 500 })) as unknown as typeof fetch;
+    globalThis.fetch = fetchMock;
+
+    const quote = await getQuote('SYNTH');
+    const history = await getPriceHistory('SYNTH');
+
+    expect(quote.value).toBe(null);
+    expect(history.value).toBe(null);
+  });
 });
--- a/lib/server/prices.ts
+++ b/lib/server/prices.ts
@@ -1,38 +1,45 @@
 const YAHOO_BASE = 'https://query1.finance.yahoo.com/v8/finance/chart';
 const QUOTE_CACHE_TTL_MS = 1000 * 60;
 const PRICE_HISTORY_CACHE_TTL_MS = 1000 * 60 * 15;
+const FAILURE_CACHE_TTL_MS = 1000 * 30;

-type CacheEntry<T> = {
-  expiresAt: number;
-  value: T;
+export type QuoteResult = {
+  value: number | null;
+  stale: boolean;
 };

-const quoteCache = new Map<string, CacheEntry<number>>();
-const priceHistoryCache = new Map<string, CacheEntry<Array<{ date: string; close: number }>>>();
+export type PriceHistoryResult = {
+  value: Array<{ date: string; close: number }> | null;
+  stale: boolean;
+};
+
+type QuoteCacheEntry = {
+  expiresAt: number;
+  value: number | null;
+};
+
+type PriceHistoryCacheEntry = {
+  expiresAt: number;
+  value: Array<{ date: string; close: number }> | null;
+};
+
+const quoteCache = new Map<string, QuoteCacheEntry>();
+const priceHistoryCache = new Map<string, PriceHistoryCacheEntry>();

 function buildYahooChartUrl(ticker: string, params: string) {
  return `${YAHOO_BASE}/${encodeURIComponent(ticker.trim().toUpperCase())}?${params}`;
 }

-function fallbackQuote(ticker: string) {
-  const normalized = ticker.trim().toUpperCase();
-  let hash = 0;
-
-  for (const char of normalized) {
-    hash = (hash * 31 + char.charCodeAt(0)) % 100000;
-  }
-
-  return 40 + (hash % 360) + ((hash % 100) / 100);
-}
-
-export async function getQuote(ticker: string): Promise<number> {
+export async function getQuote(ticker: string): Promise<QuoteResult> {
  const normalizedTicker = ticker.trim().toUpperCase();
  const cached = quoteCache.get(normalizedTicker);
+
  if (cached && cached.expiresAt > Date.now()) {
-    return cached.value;
+    return { value: cached.value, stale: false };
  }

-  let quote = fallbackQuote(normalizedTicker);
+  const staleEntry = cached;
+
  try {
    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1d&range=1d'), {
      headers: {
@@ -42,11 +49,14 @@ export async function getQuote(ticker: string): Promise<number> {
    });

    if (!response.ok) {
+      if (staleEntry?.value !== null && staleEntry?.value !== undefined) {
+        return { value: staleEntry.value, stale: true };
+      }
      quoteCache.set(normalizedTicker, {
-        value: quote,
-        expiresAt: Date.now() + QUOTE_CACHE_TTL_MS
+        value: null,
+        expiresAt: Date.now() + FAILURE_CACHE_TTL_MS
      });
-      return quote;
+      return { value: null, stale: false };
    }

    const payload = await response.json() as {
@@ -57,51 +67,37 @@ export async function getQuote(ticker: string): Promise<number> {

    const price = payload.chart?.result?.[0]?.meta?.regularMarketPrice;
    if (typeof price !== 'number' || !Number.isFinite(price)) {
+      if (staleEntry?.value !== null && staleEntry?.value !== undefined) {
+        return { value: staleEntry.value, stale: true };
+      }
      quoteCache.set(normalizedTicker, {
-        value: quote,
-        expiresAt: Date.now() + QUOTE_CACHE_TTL_MS
+        value: null,
+        expiresAt: Date.now() + FAILURE_CACHE_TTL_MS
      });
-      return quote;
+      return { value: null, stale: false };
    }
-    quote = price;
+
+    quoteCache.set(normalizedTicker, {
+      value: price,
+      expiresAt: Date.now() + QUOTE_CACHE_TTL_MS
+    });
+
+    return { value: price, stale: false };
  } catch {
-    // fall through to cached fallback
+    if (staleEntry?.value !== null && staleEntry?.value !== undefined) {
+      return { value: staleEntry.value, stale: true };
+    }
+    quoteCache.set(normalizedTicker, {
+      value: null,
+      expiresAt: Date.now() + FAILURE_CACHE_TTL_MS
+    });
+    return { value: null, stale: false };
  }
-
-  quoteCache.set(normalizedTicker, {
-    value: quote,
-    expiresAt: Date.now() + QUOTE_CACHE_TTL_MS
-  });
-
-  return quote;
 }

 export async function getQuoteOrNull(ticker: string): Promise<number | null> {
-  const normalizedTicker = ticker.trim().toUpperCase();
-
-  try {
-    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1d&range=1d'), {
-      headers: {
-        'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
-      },
-      cache: 'no-store'
-    });
-
-    if (!response.ok) {
-      return null;
-    }
-
-    const payload = await response.json() as {
-      chart?: {
-        result?: Array<{ meta?: { regularMarketPrice?: number } }>;
-      };
-    };
-
-    const price = payload.chart?.result?.[0]?.meta?.regularMarketPrice;
-    return typeof price === 'number' && Number.isFinite(price) ? price : null;
-  } catch {
-    return null;
-  }
+  const result = await getQuote(ticker);
+  return result.value;
 }

 export async function getHistoricalClosingPrices(ticker: string, dates: string[]) {
@@ -172,13 +168,16 @@ export async function getHistoricalClosingPrices(ticker: string, dates: string[]
  }
 }

-export async function getPriceHistory(ticker: string): Promise<Array<{ date: string; close: number }>> {
+export async function getPriceHistory(ticker: string): Promise<PriceHistoryResult> {
  const normalizedTicker = ticker.trim().toUpperCase();
  const cached = priceHistoryCache.get(normalizedTicker);
+
  if (cached && cached.expiresAt > Date.now()) {
-    return cached.value;
+    return { value: cached.value, stale: false };
  }

+  const staleEntry = cached;
+
  try {
    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1wk&range=20y'), {
      headers: {
@@ -188,7 +187,14 @@ export async function getPriceHistory(ticker: string): Promise<Array<{ date: str
    });

    if (!response.ok) {
-      throw new Error('Quote history unavailable');
+      if (staleEntry?.value !== null && staleEntry?.value !== undefined) {
+        return { value: staleEntry.value, stale: true };
+      }
+      priceHistoryCache.set(normalizedTicker, {
+        value: null,
+        expiresAt: Date.now() + FAILURE_CACHE_TTL_MS
+      });
+      return { value: null, stale: false };
    }

    const payload = await response.json() as {
@@ -222,44 +228,37 @@ export async function getPriceHistory(ticker: string): Promise<Array<{ date: str
      })
      .filter((entry): entry is { date: string; close: number } => entry !== null);

-    if (points.length > 0) {
+    if (points.length === 0) {
+      if (staleEntry?.value !== null && staleEntry?.value !== undefined) {
+        return { value: staleEntry.value, stale: true };
+      }
      priceHistoryCache.set(normalizedTicker, {
-        value: points,
-        expiresAt: Date.now() + PRICE_HISTORY_CACHE_TTL_MS
+        value: null,
+        expiresAt: Date.now() + FAILURE_CACHE_TTL_MS
      });
-      return points;
+      return { value: null, stale: false };
    }
+
+    priceHistoryCache.set(normalizedTicker, {
+      value: points,
+      expiresAt: Date.now() + PRICE_HISTORY_CACHE_TTL_MS
+    });
+
+    return { value: points, stale: false };
  } catch {
-    // fall through to deterministic synthetic history
+    if (staleEntry?.value !== null && staleEntry?.value !== undefined) {
+      return { value: staleEntry.value, stale: true };
+    }
+    priceHistoryCache.set(normalizedTicker, {
+      value: null,
+      expiresAt: Date.now() + FAILURE_CACHE_TTL_MS
+    });
+    return { value: null, stale: false };
  }
-
-  const now = Date.now();
-  const base = fallbackQuote(normalizedTicker);
-
-  const totalWeeks = 20 * 52;
-
-  const syntheticHistory = Array.from({ length: totalWeeks }, (_, index) => {
-    const step = (totalWeeks - 1) - index;
-    const date = new Date(now - step * 7 * 24 * 60 * 60 * 1000).toISOString();
-    const wave = Math.sin(index / 8) * 0.06;
-    const trend = (index - totalWeeks / 2) * 0.0009;
-    const close = Math.max(base * (1 + wave + trend), 1);
-
-    return {
-      date,
-      close: Number(close.toFixed(2))
-    };
-  });
-
-  priceHistoryCache.set(normalizedTicker, {
-    value: syntheticHistory,
-    expiresAt: Date.now() + PRICE_HISTORY_CACHE_TTL_MS
-  });
-
-  return syntheticHistory;
 }

 export const __pricesInternals = {
+  FAILURE_CACHE_TTL_MS,
  PRICE_HISTORY_CACHE_TTL_MS,
  QUOTE_CACHE_TTL_MS,
  resetCaches() {
--- a/lib/server/repos/company-overview-cache.test.ts
+++ b/lib/server/repos/company-overview-cache.test.ts
@@ -56,10 +56,10 @@ function buildAnalysisPayload(companyName: string): CompanyAnalysis {
      tags: [],
      cik: null
    },
-    quote: 100,
+    quote: { value: 100, stale: false },
    position: null,
-    priceHistory: [],
-    benchmarkHistory: [],
+    priceHistory: { value: [], stale: false },
+    benchmarkHistory: { value: [], stale: false },
    financials: [],
    filings: [],
    aiReports: [],
--- a/lib/server/task-processors.ts
+++ b/lib/server/task-processors.ts
@@ -892,6 +892,8 @@ async function processRefreshPrices(task: Task) {
  const userHoldings = await listHoldingsForPriceRefresh(userId);
  const tickers = [...new Set(userHoldings.map((entry) => entry.ticker))];
  const quotes = new Map<string, number>();
+  const failedTickers: string[] = [];
+  const staleTickers: string[] = [];
  const baseContext = {
    counters: {
      holdings: userHoldings.length
@@ -920,8 +922,15 @@ async function processRefreshPrices(task: Task) {
  );
  for (let index = 0; index < tickers.length; index += 1) {
    const ticker = tickers[index];
-    const quote = await getQuote(ticker);
-    quotes.set(ticker, quote);
+    const quoteResult = await getQuote(ticker);
+    if (quoteResult.value !== null) {
+      quotes.set(ticker, quoteResult.value);
+      if (quoteResult.stale) {
+        staleTickers.push(ticker);
+      }
+    } else {
+      failedTickers.push(ticker);
+    }
    await setProjectionStage(
      task,
      'refresh.fetch_quotes',
@@ -931,7 +940,9 @@ async function processRefreshPrices(task: Task) {
        total: tickers.length,
        unit: 'tickers',
        counters: {
-          holdings: userHoldings.length
+          holdings: userHoldings.length,
+          failed: failedTickers.length,
+          stale: staleTickers.length
        },
        subject: { ticker }
      })
@@ -941,10 +952,12 @@ async function processRefreshPrices(task: Task) {
  await setProjectionStage(
    task,
    'refresh.persist_prices',
-    `Writing refreshed prices for ${tickers.length} tickers across ${userHoldings.length} holdings`,
+    `Writing refreshed prices for ${quotes.size} tickers across ${userHoldings.length} holdings`,
    {
      counters: {
-        holdings: userHoldings.length
+        holdings: userHoldings.length,
+        failed: failedTickers.length,
+        stale: staleTickers.length
      }
    }
  );
@@ -952,12 +965,22 @@ async function processRefreshPrices(task: Task) {

  const result = {
    updatedCount,
-    totalTickers: tickers.length
+    totalTickers: tickers.length,
+    failedTickers,
+    staleTickers
  };

+  const messageParts = [`Refreshed prices for ${quotes.size}/${tickers.length} tickers`];
+  if (failedTickers.length > 0) {
+    messageParts.push(`(${failedTickers.length} unavailable)`);
+  }
+  if (staleTickers.length > 0) {
+    messageParts.push(`(${staleTickers.length} stale)`);
+  }
+
  return buildTaskOutcome(
    result,
-    `Refreshed prices for ${tickers.length} tickers across ${userHoldings.length} holdings.`,
+    `${messageParts.join(' ')} across ${userHoldings.length} holdings.`,
    {
      progress: {
        current: tickers.length,
@@ -966,7 +989,9 @@ async function processRefreshPrices(task: Task) {
      },
      counters: {
        holdings: userHoldings.length,
-        updatedCount
+        updatedCount,
+        failed: failedTickers.length,
+        stale: staleTickers.length
      }
    }
  );
--- a/lib/types.ts
+++ b/lib/types.ts
@@ -757,6 +757,11 @@ export type RecentDevelopments = {
  weeklySnapshot: RecentDevelopmentsWeeklySnapshot | null;
 };

+export type PriceData<T> = {
+  value: T;
+  stale: boolean;
+};
+
 export type CompanyAnalysis = {
  company: {
    ticker: string;
@@ -766,10 +771,10 @@ export type CompanyAnalysis = {
    tags: string[];
    cik: string | null;
  };
-  quote: number;
+  quote: PriceData<number | null>;
  position: Holding | null;
-  priceHistory: Array<{ date: string; close: number }>;
-  benchmarkHistory: Array<{ date: string; close: number }>;
+  priceHistory: PriceData<Array<{ date: string; close: number }> | null>;
+  benchmarkHistory: PriceData<Array<{ date: string; close: number }> | null>;
  financials: CompanyFinancialPoint[];
  filings: Filing[];
  aiReports: CompanyAiReport[];