From 7dbacdbf0fa835f0093bd70907dbdc75b7132522 Mon Sep 17 00:00:00 2001
From: Kenrick Tandrian <60643640+KenTandrian@users.noreply.github.com>
Date: Sat, 31 Jan 2026 14:43:04 +0700
Subject: [PATCH] Feature/extract top holdings from Yahoo Finance for ETF and
 mutual funds (#6254)

* Extract top holdings from Yahoo Finance for ETF and mutual funds

* Update changelog
---
 CHANGELOG.md                                    |  4 ++++
 .../yahoo-finance/yahoo-finance.service.ts      | 17 +++++++++++++----
 2 files changed, 17 insertions(+), 4 deletions(-)

diff --git a/CHANGELOG.md b/CHANGELOG.md
index d1092b049..a3fb00a66 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -7,6 +7,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## Unreleased
 
+### Added
+
+- Added the ability to fetch top holdings for ETF and mutual fund assets from _Yahoo Finance_
+
 ### Changed
 
 - Removed the deprecated `firstBuyDate` in the portfolio calculator
diff --git a/apps/api/src/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service.ts b/apps/api/src/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service.ts
index 65bcd6c06..97c875360 100644
--- a/apps/api/src/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service.ts
+++ b/apps/api/src/services/data-provider/data-enhancer/yahoo-finance/yahoo-finance.service.ts
@@ -135,10 +135,10 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
     shortName,
     symbol
   }: {
-    longName: Price['longName'];
-    quoteType: Price['quoteType'];
-    shortName: Price['shortName'];
-    symbol: Price['symbol'];
+    longName?: Price['longName'];
+    quoteType?: Price['quoteType'];
+    shortName?: Price['shortName'];
+    symbol?: Price['symbol'];
   }) {
     let name = longName;
 
@@ -217,6 +217,15 @@ export class YahooFinanceDataEnhancerService implements DataEnhancerInterface {
             });
           }
         }
+
+        response.holdings = assetProfile.topHoldings.holdings.map(
+          ({ holdingName, holdingPercent }) => {
+            return {
+              name: this.formatName({ longName: holdingName }),
+              weight: holdingPercent
+            };
+          }
+        );
       } else if (
         assetSubClass === 'STOCK' &&
         assetProfile.summaryProfile?.country