A dictionary is a key–value structure for associating an identifier with metadata or a standardized value. In an asset monitor, a lookup table maps broker tickers to portfolio, asset type, and platform-specific ticker names, keeping merged data consistent. section 6.4
Practical uses include:
- Mapping exceptional identifiers, such as a broker ticker to its Yahoo Finance or Google Finance equivalent. section 6.4
- Representing structured API payloads with properties, formatting, and content for Notion pages. section 9.2.2
Asset identifier lookup
A lookup record can retain `BRK.B` as the broker ticker and store `BRK-B` for Yahoo Finance. Missing platform-specific values fall back to the broker ticker before the metadata is merged into the positions DataFrame.









































