@fuzzle/opencode-accountant 0.13.21 → 0.14.0-next.1

package/README.md

@@ -16,7 +16,7 @@ An OpenCode accounting agent, specialized in double-entry-bookkepping with hledg
 
 ### Price Fetching Configuration
 
-The `fetch-currency-prices` tool requires a configuration file to specify which currency pairs to fetch. Create a `config/prices.yaml` file in your project directory with the following structure:
+The `fetch-prices` tool requires a configuration file to specify which currency pairs and stock tickers to fetch. Create a `config/prices.yaml` file in your project directory with the following structure:
 
 ```yaml
 currencies:
@@ -38,9 +38,16 @@ currencies:
     file: usd-chf.journal
     fmt_base: USD
     backfill_date: '2025-06-01'
+
+stocks:
+  AG.TO:
+  DRLL:
+  BOGO:
+    pair: BOGO.V
+    fmt_base: BOGO
 ```
 
-#### Configuration Options
+#### Currency Configuration Options
 
 Each currency entry supports the following fields:
 
@@ -52,6 +59,18 @@ Each currency entry supports the following fields:
 | `fmt_base`      | No       | Base currency format override for pricehist (e.g., `USD` for yahoo source) |
 | `backfill_date` | No       | Start date for backfill mode. Defaults to January 1st of the current year  |
 
+#### Stock Configuration Options
+
+The `stocks` section is an optional mapping of ticker symbols. Bare keys (null values) use defaults; entries with properties override them:
+
+| Field           | Default                          | Description                                                      |
+| --------------- | -------------------------------- | ---------------------------------------------------------------- |
+| `source`        | `yahoo`                          | The pricehist data source                                        |
+| `pair`          | the ticker key itself            | The ticker/pair to fetch (useful when exchange ticker differs)   |
+| `file`          | `{lowercase ticker}.journal`     | Output filename in `ledger/stocks/`                              |
+| `fmt_base`      | —                                | Base symbol override (e.g., `BOGO` when pair is `BOGO.V`)       |
+| `backfill_date` | —                                | Start date for backfill mode (defaults to Jan 1 of current year) |
+
 #### Directory Structure
 
 The plugin expects the following directory structure in your project:
@@ -61,10 +80,14 @@ your-project/
 ├── config/
 │   └── prices.yaml      # Price fetching configuration
 └── ledger/
-    └── currencies/      # Where price journal files are written
-        ├── btc-chf.journal
-        ├── eur-chf.journal
-        └── usd-chf.journal
+    ├── currencies/      # Where currency price journals are written
+    │   ├── btc-chf.journal
+    │   ├── eur-chf.journal
+    │   └── usd-chf.journal
+    └── stocks/          # Where stock price journals are written
+        ├── ag.to.journal
+        ├── drll.journal
+        └── bogo.journal
 ```
 
 #### Base Currency

package/agent/accountant.md

@@ -8,7 +8,7 @@ tools:
   bash: true
   edit: true
   write: true
-  # MCP tools available: import-pipeline, fetch-currency-prices, hledger-mcp (read-only queries)
+  # MCP tools available: import-pipeline, fetch-prices, hledger-mcp (read-only queries)
 permissions:
   bash: allow
   edit: allow
@@ -59,7 +59,7 @@ You have access to specialized MCP tools that MUST be used for their designated
 | Tool                    | Use For                                              | NEVER Do Instead                                          |
 | ----------------------- | ---------------------------------------------------- | --------------------------------------------------------- |
 | `import-pipeline`       | Full import workflow (classify → import → reconcile) | Manual file moves, `hledger import`, manual journal edits |
-| `fetch-currency-prices` | Fetching exchange rates                              | `curl` to price APIs, manual price entries                |
+| `fetch-prices`          | Fetching exchange rates and stock prices              | `curl` to price APIs, manual price entries                |
 | hledger MCP tools       | Read-only queries (balance, register, accounts, etc.) | `hledger bal`, `hledger reg`, `hledger print` via bash    |
 
 These tools handle validation, deduplication, error checking, and file organization automatically. Bypassing them risks data corruption, duplicate transactions, and inconsistent state.
@@ -84,7 +84,7 @@ Bash is **FORBIDDEN** for:
 - **`hledger import`** - Use `import-pipeline` tool instead
 - **Moving/copying CSV files** - Use `import-pipeline` tool instead
 - **Writing to files** - Use `edit`/`write` tools with user approval only
-- **Fetching prices** - Use `fetch-currency-prices` tool instead
+- **Fetching prices** - Use `fetch-prices` tool instead
 - **`hledger -f <file>`** - Never specify journal files explicitly; `.hledger.journal` includes all journals automatically
 
 ## Manual Editing Policy
@@ -232,22 +232,23 @@ The following are MCP tools available to you. Always call these tools directly -
 
 ---
 
-### fetch-currency-prices
+### fetch-prices
 
-**Purpose:** Fetches currency exchange rates and updates `ledger/currencies/` journals.
+**Purpose:** Fetches currency exchange rates and stock prices, updates `ledger/currencies/` and `ledger/stocks/` journals.
 
 **Usage:**
 
-- Daily mode (default): `fetch-currency-prices()` or `fetch-currency-prices(backfill: false)`
-- Backfill mode: `fetch-currency-prices(backfill: true)`
+- Daily mode (default): `fetch-prices()` or `fetch-prices(backfill: false)`
+- Backfill mode: `fetch-prices(backfill: true)`
 
 **Behavior:**
 
 - Daily mode: Fetches yesterday's prices only
 - Backfill mode: Fetches from `backfill_date` (or Jan 1 of current year) to yesterday
 - Updates journal files in-place with deduplication (newer prices overwrite older for same date)
-- Processes all currencies independently (partial failures possible)
+- Processes all currencies and stocks independently (partial failures possible)
+- Stock symbols with dots (e.g., `AG.TO`) are automatically quoted for hledger compatibility
 
-**Output:** Returns per-currency results with latest price line or error message
+**Output:** Returns per-ticker results with latest price line or error message
 
-**Configuration:** `config/prices.yaml` defines currencies, sources, pairs, and backfill dates
+**Configuration:** `config/prices.yaml` defines currencies (with full config) and stocks (map with optional overrides)

package/dist/index.js

@@ -16870,7 +16870,7 @@ function tool(input) {
   return input;
 }
 tool.schema = exports_external;
-// src/tools/fetch-currency-prices.ts
+// src/tools/fetch-prices.ts
 var {$ } = globalThis.Bun;
 import * as path4 from "path";
 
@@ -16939,6 +16939,26 @@ function validateCurrencyConfig(name, config2) {
     backfill_date: typeof configObj.backfill_date === "string" ? configObj.backfill_date : undefined
   };
 }
+function normalizeStockConfig(ticker, raw) {
+  if (raw === null || raw === undefined) {
+    return {
+      source: "yahoo",
+      pair: ticker,
+      file: `${ticker.toLowerCase()}.journal`
+    };
+  }
+  if (typeof raw !== "object" || Array.isArray(raw)) {
+    throw new Error(`Invalid config for stock '${ticker}': expected an object or null`);
+  }
+  const obj = raw;
+  return {
+    source: typeof obj.source === "string" && obj.source !== "" ? obj.source : "yahoo",
+    pair: typeof obj.pair === "string" && obj.pair !== "" ? obj.pair : ticker,
+    file: typeof obj.file === "string" && obj.file !== "" ? obj.file : `${ticker.toLowerCase()}.journal`,
+    fmt_base: typeof obj.fmt_base === "string" ? obj.fmt_base : undefined,
+    backfill_date: typeof obj.backfill_date === "string" ? obj.backfill_date : undefined
+  };
+}
 function loadPricesConfig(directory) {
   return loadYamlConfig(directory, CONFIG_FILE, (parsedObj) => {
     if (!parsedObj.currencies || typeof parsedObj.currencies !== "object") {
@@ -16952,7 +16972,17 @@ function loadPricesConfig(directory) {
     for (const [name, config2] of Object.entries(currenciesObj)) {
       currencies[name] = validateCurrencyConfig(name, config2);
     }
-    return { currencies };
+    const stocks = {};
+    if (parsedObj.stocks !== undefined && parsedObj.stocks !== null) {
+      if (typeof parsedObj.stocks !== "object" || Array.isArray(parsedObj.stocks)) {
+        throw new Error(`Invalid config: 'stocks' must be a mapping`);
+      }
+      const stocksObj = parsedObj.stocks;
+      for (const [ticker, raw] of Object.entries(stocksObj)) {
+        stocks[ticker] = normalizeStockConfig(ticker, raw);
+      }
+    }
+    return { currencies, stocks };
   }, `Configuration file not found: ${CONFIG_FILE}. Please refer to the plugin's GitHub repository for setup instructions.`);
 }
 
@@ -17188,12 +17218,12 @@ function buildToolSuccessResult(data) {
   return JSON.stringify(result);
 }
 
-// src/tools/fetch-currency-prices.ts
+// src/tools/fetch-prices.ts
 async function defaultPriceFetcher(cmdArgs) {
   const result = await $`pricehist ${cmdArgs}`.quiet();
   return result.stdout.toString().trim();
 }
-function buildPricehistArgs(startDate, endDate, currencyConfig) {
+function buildPricehistArgs(startDate, endDate, config2) {
   const cmdArgs = [
     "fetch",
     "-o",
@@ -17202,11 +17232,11 @@ function buildPricehistArgs(startDate, endDate, currencyConfig) {
     startDate,
     "-e",
     endDate,
-    currencyConfig.source,
-    currencyConfig.pair
+    config2.source,
+    config2.pair
   ];
-  if (currencyConfig.fmt_base) {
-    cmdArgs.push("--fmt-base", currencyConfig.fmt_base);
+  if (config2.fmt_base) {
+    cmdArgs.push("--fmt-base", config2.fmt_base);
   }
   return cmdArgs;
 }
@@ -17227,6 +17257,14 @@ function parsePriceLine(line) {
     formattedLine: line
   };
 }
+function ensureQuotedSymbols(line) {
+  return line.replace(/^(P \d{4}-\d{2}-\d{2}(?: \d{2}:\d{2}:\d{2})?) (\S+) /, (_match, prefix, symbol2) => {
+    if (symbol2.includes(".") && !symbol2.startsWith('"')) {
+      return `${prefix} "${symbol2}" `;
+    }
+    return `${prefix} ${symbol2} `;
+  });
+}
 function filterAndSortPriceLinesByDateRange(priceLines, startDate, endDate) {
   return priceLines.map(parsePriceLine).filter((parsed) => {
     if (!parsed)
@@ -17234,8 +17272,36 @@ function filterAndSortPriceLinesByDateRange(priceLines, startDate, endDate) {
     return parsed.date >= startDate && parsed.date <= endDate;
   }).sort((a, b) => a.date.localeCompare(b.date)).map((parsed) => parsed.formattedLine);
 }
-async function fetchCurrencyPrices(directory, agent, backfill, priceFetcher = defaultPriceFetcher, configLoader = loadPricesConfig) {
-  const restrictionError = checkAccountantAgent(agent, "fetch currency prices");
+async function fetchAndWritePrices(ticker, config2, outputSubdir, directory, endDate, defaultBackfillDate, backfill, priceFetcher) {
+  const startDate = backfill ? config2.backfill_date || defaultBackfillDate : endDate;
+  const cmdArgs = buildPricehistArgs(startDate, endDate, config2);
+  const output = await priceFetcher(cmdArgs);
+  const rawPriceLines = output.split(`
+`).filter((line) => line.startsWith("P "));
+  if (rawPriceLines.length === 0) {
+    return {
+      ticker,
+      error: `No price lines in pricehist output: ${output}`
+    };
+  }
+  const priceLines = filterAndSortPriceLinesByDateRange(rawPriceLines, startDate, endDate).map(ensureQuotedSymbols);
+  if (priceLines.length === 0) {
+    return {
+      ticker,
+      error: `No price data found within date range ${startDate} to ${endDate}`
+    };
+  }
+  const journalPath = path4.join(directory, outputSubdir, config2.file);
+  updatePriceJournal(journalPath, priceLines);
+  const latestPriceLine = priceLines[priceLines.length - 1];
+  return {
+    ticker,
+    priceLine: latestPriceLine,
+    file: config2.file
+  };
+}
+async function fetchPrices(directory, agent, backfill, priceFetcher = defaultPriceFetcher, configLoader = loadPricesConfig) {
+  const restrictionError = checkAccountantAgent(agent, "fetch prices");
   if (restrictionError) {
     return restrictionError;
   }
@@ -17251,34 +17317,19 @@ async function fetchCurrencyPrices(directory, agent, backfill, priceFetcher = de
   const results = [];
   for (const [ticker, currencyConfig] of Object.entries(config2.currencies)) {
     try {
-      const startDate = backfill ? currencyConfig.backfill_date || defaultBackfillDate : endDate;
-      const cmdArgs = buildPricehistArgs(startDate, endDate, currencyConfig);
-      const output = await priceFetcher(cmdArgs);
-      const rawPriceLines = output.split(`
-`).filter((line) => line.startsWith("P "));
-      if (rawPriceLines.length === 0) {
-        results.push({
-          ticker,
-          error: `No price lines in pricehist output: ${output}`
-        });
-        continue;
-      }
-      const priceLines = filterAndSortPriceLinesByDateRange(rawPriceLines, startDate, endDate);
-      if (priceLines.length === 0) {
-        results.push({
-          ticker,
-          error: `No price data found within date range ${startDate} to ${endDate}`
-        });
-        continue;
-      }
-      const journalPath = path4.join(directory, "ledger", "currencies", currencyConfig.file);
-      updatePriceJournal(journalPath, priceLines);
-      const latestPriceLine = priceLines[priceLines.length - 1];
+      const result = await fetchAndWritePrices(ticker, currencyConfig, "ledger/currencies", directory, endDate, defaultBackfillDate, backfill, priceFetcher);
+      results.push(result);
+    } catch (err) {
       results.push({
         ticker,
-        priceLine: latestPriceLine,
-        file: currencyConfig.file
+        error: String(err)
       });
+    }
+  }
+  for (const [ticker, stockConfig] of Object.entries(config2.stocks)) {
+    try {
+      const result = await fetchAndWritePrices(ticker, stockConfig, "ledger/stocks", directory, endDate, defaultBackfillDate, backfill, priceFetcher);
+      results.push(result);
     } catch (err) {
       results.push({
         ticker,
@@ -17288,15 +17339,15 @@ async function fetchCurrencyPrices(directory, agent, backfill, priceFetcher = de
   }
   return buildSuccessResult(results, endDate, backfill);
 }
-var fetch_currency_prices_default = tool({
-  description: "ACCOUNTANT AGENT ONLY: Fetches end-of-day prices for all configured currencies (from config/prices.yaml) and appends them to the corresponding price journals in ledger/currencies/.",
+var fetch_prices_default = tool({
+  description: "ACCOUNTANT AGENT ONLY: Fetches end-of-day prices for all configured currencies and stock tickers (from config/prices.yaml) and appends them to the corresponding price journals in ledger/currencies/ and ledger/stocks/.",
   args: {
-    backfill: tool.schema.boolean().optional().describe("If true, fetch history from each currency's configured backfill_date (or Jan 1 of current year if not specified)")
+    backfill: tool.schema.boolean().optional().describe("If true, fetch history from each currency/stock's configured backfill_date (or Jan 1 of current year if not specified)")
   },
   async execute(params, context) {
     const { directory, agent } = context;
     const { backfill } = params;
-    return fetchCurrencyPrices(directory, agent, backfill || false);
+    return fetchPrices(directory, agent, backfill || false);
   }
 });
 // src/tools/classify-statements.ts
@@ -27759,7 +27810,7 @@ var AccountantPlugin = async () => {
   const agent = loadAgent(AGENT_FILE);
   return {
     tool: {
-      "fetch-currency-prices": fetch_currency_prices_default,
+      "fetch-prices": fetch_prices_default,
       "classify-statements": classify_statements_default,
       "import-statements": import_statements_default,
       "reconcile-statements": reconcile_statement_default,

package/docs/tools/{fetch-currency-prices.md → fetch-prices.md}

@@ -1,6 +1,6 @@
-# fetch-currency-prices Tool
+# fetch-prices Tool
 
-The `fetch-currency-prices` tool fetches end-of-day currency exchange rates and updates the price journals in `ledger/currencies/`. It uses the external `pricehist` tool to fetch data from various sources (Yahoo Finance, CoinMarketCap, ECB, etc.).
+The `fetch-prices` tool fetches end-of-day currency exchange rates and stock prices, updating the price journals in `ledger/currencies/` and `ledger/stocks/`. It uses the external `pricehist` tool to fetch data from various sources (Yahoo Finance, CoinMarketCap, ECB, etc.).
 
 This tool is **restricted to the accountant agent only**.
 
@@ -33,15 +33,15 @@ When fetching only yesterday's prices:
       "file": "usd.journal"
     },
     {
-      "ticker": "BTC",
-      "priceLine": "P 2026-02-21 BTC 52341.50 CHF",
-      "file": "btc.journal"
+      "ticker": "AG.TO",
+      "priceLine": "P 2026-02-21 \"AG.TO\" 10.07 CAD",
+      "file": "ag.to.journal"
     }
   ]
 }
 ```
 
-**Note:** The `priceLine` shows the latest (most recent) price added. In daily mode, only one price per currency is fetched.
+**Note:** The `priceLine` shows the latest (most recent) price added. In daily mode, only one price per ticker is fetched. Stock symbols with dots are automatically quoted for hledger compatibility.
 
 ### Backfill Success (backfill: true)
 
@@ -59,9 +59,9 @@ When fetching historical prices:
       "file": "eur.journal"
     },
     {
-      "ticker": "USD",
-      "priceLine": "P 2026-02-21 USD 0.881 CHF",
-      "file": "usd.journal"
+      "ticker": "DRLL",
+      "priceLine": "P 2026-02-21 DRLL 28.77 USD",
+      "file": "drll.journal"
     }
   ]
 }
@@ -71,7 +71,7 @@ When fetching historical prices:
 
 ### Partial Failure
 
-When some currencies succeed and others fail:
+When some tickers succeed and others fail:
 
 ```json
 {
@@ -96,7 +96,7 @@ When some currencies succeed and others fail:
 }
 ```
 
-The tool processes all currencies independently. Partial success is possible.
+The tool processes all currencies and stocks independently. Partial success is possible.
 
 ### Configuration Error
 
@@ -126,8 +126,8 @@ When called by the wrong agent:
 
 **Behavior:**
 
-- Fetches only yesterday's price for each currency
-- Fast execution (single date per currency)
+- Fetches only yesterday's price for each currency/stock
+- Fast execution (single date per ticker)
 - Typical use: Daily or weekly routine updates
 
 **Date range:** Yesterday to yesterday
@@ -135,9 +135,9 @@ When called by the wrong agent:
 **Example:**
 
 ```
-fetch-currency-prices()
+fetch-prices()
 # or
-fetch-currency-prices(backfill: false)
+fetch-prices(backfill: false)
 ```
 
 **Use when:**
@@ -151,22 +151,22 @@ fetch-currency-prices(backfill: false)
 **Behavior:**
 
 - Fetches historical prices from `backfill_date` to yesterday
-- Slower execution (multiple dates per currency)
-- Typical use: Initial setup, adding new currency, filling gaps
+- Slower execution (multiple dates per ticker)
+- Typical use: Initial setup, adding new currency/stock, filling gaps
 
-**Date range:** Per-currency `backfill_date` (or default) to yesterday
+**Date range:** Per-ticker `backfill_date` (or default) to yesterday
 
 **Example:**
 
 ```
-fetch-currency-prices(backfill: true)
+fetch-prices(backfill: true)
 ```
 
 **Use when:**
 
-- Adding a new currency (populate full history)
+- Adding a new currency or stock (populate full history)
 - Fixing missing dates (fill gaps)
-- Initial repository setup (populate all currencies)
+- Initial repository setup (populate all prices)
 - Recovering from extended outage
 
 ### Backfill Date Configuration
@@ -182,12 +182,22 @@ currencies:
     backfill_date: '2024-01-01' # Start from this date
 ```
 
+**Per-stock backfill_date:**
+
+```yaml
+stocks:
+  BOGO:
+    pair: BOGO.V
+    fmt_base: BOGO
+    backfill_date: '2025-06-01'
+```
+
 **Default backfill_date:**
 
-- If currency has no `backfill_date` configured: January 1st of current year
+- If no `backfill_date` is configured: January 1st of current year
 - Example: In 2026, default is `2026-01-01`
 
-**Why per-currency?**
+**Why per-ticker?**
 
 - Different assets have different availability histories
 - Cryptocurrencies may have shorter histories
@@ -218,7 +228,7 @@ The tool **always fetches up to yesterday**, never today.
 
 **Backfill mode:**
 
-- Start date = currency's `backfill_date` (or default: Jan 1 of current year)
+- Start date = ticker's `backfill_date` (or default: Jan 1 of current year)
 - Fetches range from start to yesterday
 
 ### Date Filtering
@@ -299,6 +309,12 @@ P 2026-01-16 EUR 0.943 CHF
 P 2026-02-21 EUR 0.944 CHF
 ```
 
+```
+# ledger/stocks/ag.to.journal
+P 2026-01-15 00:00:00 "AG.TO" 10.05 CAD
+P 2026-01-16 00:00:00 "AG.TO" 10.07 CAD
+```
+
 ### Price Line Format
 
 **Format:** `P date commodity price base-currency`
@@ -307,33 +323,40 @@ P 2026-02-21 EUR 0.944 CHF
 
 - `P` = Price directive (hledger syntax)
 - `date` = YYYY-MM-DD (may include timestamp HH:MM:SS)
-- `commodity` = Currency being priced (e.g., EUR, USD, BTC)
-- `price` = Exchange rate value
-- `base-currency` = Base currency for conversion (e.g., CHF)
+- `commodity` = Currency/stock being priced (e.g., EUR, USD, BTC, "AG.TO")
+- `price` = Exchange rate or price value
+- `base-currency` = Base currency for conversion (e.g., CHF, CAD, USD)
 
-**Example:**
+**Examples:**
 
 ```
 P 2026-02-21 EUR 0.944 CHF
+P 2026-02-21 00:00:00 "AG.TO" 10.07 CAD
+P 2026-02-21 00:00:00 DRLL 28.77 USD
 ```
 
-Means: 1 EUR = 0.944 CHF on 2026-02-21
+### Symbol Quoting
+
+Stock symbols containing dots (e.g., `AG.TO`, `BRC.V`) are automatically quoted with double quotes for hledger compatibility. Symbols without dots (e.g., `DRLL`, `GBTC`) remain unquoted.
 
 ### File Locations
 
-- All price journals stored in `ledger/currencies/`
-- One file per currency (configured in `config/prices.yaml`)
+- Currency price journals: `ledger/currencies/` (one file per currency)
+- Stock price journals: `ledger/stocks/` (one file per stock)
 - Files updated in place (existing prices preserved, new ones added/merged)
 
 **Example structure:**
 
 ```
 ledger/
-└── currencies/
-    ├── eur.journal
-    ├── usd.journal
-    ├── btc.journal
-    └── eth.journal
+├── currencies/
+│   ├── eur-chf.journal
+│   ├── usd-chf.journal
+│   └── btc-chf.journal
+└── stocks/
+    ├── ag.to.journal
+    ├── drll.journal
+    └── bogo.journal
 ```
 
 ## Typical Workflow
@@ -342,11 +365,12 @@ ledger/
 
 **Goal:** Keep prices current with daily/weekly updates
 
-1. Run `fetch-currency-prices()` (or `fetch-currency-prices(backfill: false)`)
+1. Run `fetch-prices()` (or `fetch-prices(backfill: false)`)
 2. Check output for any errors
 3. Verify prices were added:
    ```bash
-   tail -3 ledger/currencies/eur.journal
+   tail -3 ledger/currencies/eur-chf.journal
+   tail -3 ledger/stocks/ag.to.journal
    ```
 4. Success: Latest prices now available for hledger
 
@@ -366,39 +390,55 @@ ledger/
        file: gbp.journal
        backfill_date: '2024-01-01'
    ```
-2. Run `fetch-currency-prices(backfill: true)` to fetch historical data
+2. Run `fetch-prices(backfill: true)` to fetch historical data
 3. Check output and verify `ledger/currencies/gbp.journal` created
 4. Inspect file to confirm date range:
    ```bash
    head -3 ledger/currencies/gbp.journal
    tail -3 ledger/currencies/gbp.journal
    ```
-5. Subsequent updates: use daily mode (`fetch-currency-prices()`)
+5. Subsequent updates: use daily mode (`fetch-prices()`)
 
-### Scenario 3: Fixing Missing Dates
+### Scenario 3: Adding a New Stock
+
+**Goal:** Add a new stock ticker
+
+1. Add stock to `config/prices.yaml`:
+   ```yaml
+   stocks:
+     AAPL:            # Defaults: source=yahoo, pair=AAPL, file=aapl.journal
+     BOGO:            # Custom pair and fmt_base for TSXV listing
+       pair: BOGO.V
+       fmt_base: BOGO
+   ```
+2. Run `fetch-prices(backfill: true)` to fetch historical data
+3. Check output and verify `ledger/stocks/aapl.journal` created
+4. Subsequent updates: use daily mode (`fetch-prices()`)
+
+### Scenario 4: Fixing Missing Dates
 
 **Goal:** Fill gaps in existing price history
 
 1. Identify date gaps in price journals:
    ```bash
-   cat ledger/currencies/eur.journal
+   cat ledger/currencies/eur-chf.journal
    # Notice: prices for Feb 15-20 are missing
    ```
-2. Run `fetch-currency-prices(backfill: true)` to fill gaps
+2. Run `fetch-prices(backfill: true)` to fill gaps
 3. Deduplication ensures:
    - Existing prices preserved
    - Missing dates added
    - No duplicate entries
 4. Verify gaps are filled:
    ```bash
-   cat ledger/currencies/eur.journal | grep "2026-02"
+   cat ledger/currencies/eur-chf.journal | grep "2026-02"
    ```
 
-### Scenario 4: Handling Errors
+### Scenario 5: Handling Errors
 
 **Goal:** Recover from partial failures
 
-1. Run `fetch-currency-prices()`
+1. Run `fetch-prices()`
 2. Output shows `success: false` with partial results:
    ```json
    {
@@ -409,7 +449,7 @@ ledger/
      ]
    }
    ```
-3. Check error messages for each failed currency
+3. Check error messages for each failed ticker
 4. Common fixes:
    - **Network issues**: Retry later
    - **API rate limits**: Wait (usually resets hourly/daily) and retry
@@ -417,7 +457,7 @@ ledger/
    - **Missing pricehist**: Install external dependency
 5. Re-run tool (idempotent - safe to retry)
 
-**Note:** Successful currencies are already updated. Only failed currencies need retry.
+**Note:** Successful tickers are already updated. Only failed tickers need retry.
 
 ## Configuration
 
@@ -428,14 +468,23 @@ ledger/
 ```yaml
 currencies:
   <TICKER>:
-    source: <source-name> # e.g., yahoo, coinbase, coinmarketcap, ecb
-    pair: <trading-pair> # Source-specific format
-    file: <journal-filename> # e.g., eur.journal
-    fmt_base: <base-currency> # Optional, e.g., CHF, USD
-    backfill_date: <YYYY-MM-DD> # Optional, per-currency backfill start
+    source: <source-name>         # Required: e.g., yahoo, coinmarketcap, ecb
+    pair: <trading-pair>          # Required: source-specific format
+    file: <journal-filename>      # Required: e.g., eur-chf.journal
+    fmt_base: <base-currency>     # Optional: e.g., CHF, USD
+    backfill_date: <YYYY-MM-DD>   # Optional: per-currency backfill start
+
+stocks:
+  <TICKER>:                       # Null value → all defaults (source=yahoo, pair=key, file=key.lower.journal)
+  <TICKER>:
+    pair: <exchange-ticker>       # Optional: override pair (e.g., BOGO.V for TSXV listing)
+    fmt_base: <symbol>            # Optional: rename symbol in output (e.g., BOGO)
+    source: <source-name>         # Optional: default yahoo
+    file: <journal-filename>      # Optional: default {key.lowercase}.journal
+    backfill_date: <YYYY-MM-DD>   # Optional: per-stock backfill start
 ```
 
-### Field Descriptions
+### Currency Field Descriptions
 
 | Field           | Required | Description                                                    |
 | --------------- | -------- | -------------------------------------------------------------- |
@@ -445,6 +494,16 @@ currencies:
 | `fmt_base`      | No       | Base currency for price notation (default: inferred from pair) |
 | `backfill_date` | No       | Override default backfill start date for this currency         |
 
+### Stock Field Descriptions
+
+| Field           | Default                      | Description                                                      |
+| --------------- | ---------------------------- | ---------------------------------------------------------------- |
+| `source`        | `yahoo`                      | Price data source                                                |
+| `pair`          | the ticker key itself        | Ticker/pair to fetch (useful when exchange ticker differs)       |
+| `file`          | `{lowercase key}.journal`    | Journal filename in `ledger/stocks/`                             |
+| `fmt_base`      | —                            | Symbol override in output (e.g., `BOGO` when pair is `BOGO.V`)  |
+| `backfill_date` | —                            | Override default backfill start date for this stock              |
+
 ### Configuration Examples
 
 **Fiat currencies (Yahoo Finance):**
@@ -494,6 +553,17 @@ currencies:
     file: eur.journal
 ```
 
+**Stocks (Yahoo Finance):**
+
+```yaml
+stocks:
+  AG.TO:              # Defaults: yahoo, pair=AG.TO, file=ag.to.journal
+  DRLL:               # Defaults: yahoo, pair=DRLL, file=drll.journal
+  BOGO:               # Custom: fetches BOGO.V, outputs as BOGO
+    pair: BOGO.V
+    fmt_base: BOGO
+```
+
 ### External Dependency: pricehist
 
 The tool uses the `pricehist` command-line tool to fetch price data.
@@ -520,19 +590,19 @@ The tool uses the `pricehist` command-line tool to fetch price data.
 | Configuration error | Missing or invalid `config/prices.yaml` | Ensure config file exists with proper YAML syntax and required fields          |
 | Invalid date range  | Start date after end date               | Check `backfill_date` configuration; must be before yesterday                  |
 | Agent restriction   | Called by wrong agent                   | Use `Task(subagent_type='accountant', prompt='update prices')`                 |
-| Permission error    | Cannot write to journal files           | Check file permissions on `ledger/currencies/` directory                       |
+| Permission error    | Cannot write to journal files           | Check file permissions on `ledger/currencies/` and `ledger/stocks/` dirs       |
 | Invalid source/pair | Source or pair format incorrect         | Check `pricehist` docs for correct format for your source                      |
 
 ### Partial Failures
 
-The tool processes all currencies **independently**.
+The tool processes all currencies and stocks **independently**.
 
 **Behavior:**
 
-- Each currency is fetched and updated separately
-- Failure in one currency doesn't affect others
-- Overall `success: false` if ANY currency fails
-- Check `results` array for per-currency status
+- Each ticker is fetched and updated separately
+- Failure in one ticker doesn't affect others
+- Overall `success: false` if ANY ticker fails
+- Check `results` array for per-ticker status
 
 **Example:**
 
@@ -540,19 +610,20 @@ The tool processes all currencies **independently**.
 {
   "success": false,
   "results": [
-    { "ticker": "EUR", "priceLine": "P 2026-02-21 EUR 0.944 CHF", "file": "eur.journal" },
-    { "ticker": "BTC", "error": "API rate limit exceeded" }
+    { "ticker": "EUR", "priceLine": "P 2026-02-21 EUR 0.944 CHF", "file": "eur-chf.journal" },
+    { "ticker": "BTC", "error": "API rate limit exceeded" },
+    { "ticker": "AG.TO", "priceLine": "P 2026-02-21 \"AG.TO\" 10.07 CAD", "file": "ag.to.journal" }
   ]
 }
 ```
 
-EUR succeeded (updated), BTC failed (not updated).
+EUR and AG.TO succeeded (updated), BTC failed (not updated).
 
 **Recovery:**
 
 - Can re-run tool safely (idempotent)
-- Successful currencies won't re-fetch (deduplication handles this)
-- Only failed currencies will retry
+- Successful tickers won't re-fetch (deduplication handles this)
+- Only failed tickers will retry
 
 ### Debugging Tips
 
@@ -560,12 +631,15 @@ EUR succeeded (updated), BTC failed (not updated).
 
 ```bash
 pricehist fetch -o ledger -s 2026-02-21 -e 2026-02-21 yahoo EURCHF=X
+pricehist fetch -o ledger -s 2026-02-21 -e 2026-02-21 yahoo AG.TO
+pricehist fetch -o ledger -s 2026-02-21 -e 2026-02-21 yahoo BOGO.V --fmt-base BOGO
 ```
 
-**Check journal file:**
+**Check journal files:**
 
 ```bash
-cat ledger/currencies/eur.journal
+cat ledger/currencies/eur-chf.journal
+cat ledger/stocks/ag.to.journal
 ```
 
 **Check config syntax:**
@@ -578,4 +652,5 @@ cat config/prices.yaml
 
 ```bash
 ls -la ledger/currencies/
+ls -la ledger/stocks/
 ```

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fuzzle/opencode-accountant",
-  "version": "0.13.21",
+  "version": "0.14.0-next.1",
   "description": "An OpenCode accounting agent, specialized in double-entry-bookkepping with hledger",
   "author": {
     "name": "ali bengali",