summaryrefslogtreecommitdiff
AgeCommit message (Collapse)Author
2026-05-19feat: add ValuationOverviewCard to overview right column (multiples)Tyler Hoang
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19feat: replace StatsCard with QualityCard (margins, returns, leverage)Tyler Hoang
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19fix: correct VolumeCard bar transition to 150ms per design systemTyler Hoang
2026-05-19feat: add VolumeCard to overview left column (today vs 30d avg)Tyler Hoang
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19chore: remove unused unavailableFields helperTyler Hoang
2026-05-19feat: remove Coverage card from overview tab, move Profile to top of right ↵Tyler Hoang
column Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19chore: ignore next-env.d.tsTyler Hoang
2026-05-19feat: add real-time DCF sliders to ValuationCardTyler Hoang
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19fix: replace undefined --fs-10/11 vars with --fs-12 in DCF slider CSSTyler Hoang
2026-05-19feat: add DCF slider CSS to prism-shellTyler Hoang
2026-05-19feat: add client-side computeDcf utilityTyler Hoang
2026-05-19feat: add projection_years to DcfResult frontend typeTyler Hoang
2026-05-18feat: add projection_years to DcfResult schema and service outputTyler Hoang
Add projection_years: int = 5 field to the DcfResult Pydantic schema and emit it from the data_service.get_valuation() function across all three dcf_out cases (unavailable, error, and successful). This enables frontend DCF sliders to know the default projection horizon. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18Merge branch 'feat/key-ratios-tab'Tyler Hoang
2026-05-18fix: add no-key fallback for sector ratio benchmarksTyler Hoang
2026-05-18fix: populate sector benchmark values for ratios tabTyler Hoang
2026-05-18feat: wire Ratios subtab into FinancialsPage, move tab strip up from ↵Tyler Hoang
FinancialsCard
2026-05-18feat: add RatiosPage data-fetch wrapperTyler Hoang
2026-05-18feat: add RatiosCard component with hero KPIs, sparklines, and detail rowsTyler Hoang
2026-05-18feat: add RatioPoint, RatiosResponse types and api.ratios()Tyler Hoang
2026-05-18feat: add GET /api/tickers/{symbol}/ratios routeTyler Hoang
2026-05-18fix: correct historical ratios share and debt inputsTyler Hoang
2026-05-18Add ratios service and testsTyler Hoang
2026-05-18feat: add RatioPoint and RatiosResponse schemasTyler Hoang
2026-05-18chore: ignore local worktreesTyler Hoang
2026-05-18updated gitignoreTyler Hoang
2026-05-18feat: wire valuation tab routing and enable nav itemTyler Hoang
2026-05-18feat: add ValuationPage data-fetch wrapperTyler Hoang
2026-05-18feat: add ValuationCard component and psm-val-* CSSTyler Hoang
2026-05-18feat: add ValuationResponse types and api.valuation() methodTyler Hoang
2026-05-18feat: add GET /api/tickers/{symbol}/valuation routeTyler Hoang
2026-05-18feat: add get_valuation() service functionTyler Hoang
2026-05-18feat: add _run_dcf, _run_ev_ebitda, _run_ev_revenue, _run_price_to_bookTyler Hoang
2026-05-18feat: add valuation math helpers and VALUATION_CACHETyler Hoang
2026-05-18feat: add DcfResult, MultipleResult, ValuationResponse schemasTyler Hoang
2026-05-18docs: add valuation tab implementation planTyler Hoang
2026-05-18docs: add valuation tab design specTyler Hoang
2026-05-18updated gitignoreTyler Hoang
2026-05-18Merge worktree-financials-tab: add financials tab (income/balance/cashflow)Tyler Hoang
2026-05-18variousTyler Hoang
2026-05-18fix: give each statement fetcher its own cache to prevent key collisionsTyler Hoang
2026-05-18feat: wire financials tab routing in Sidebar and page.tsxTyler Hoang
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18feat: add FinancialsPage data-fetching wrapperTyler Hoang
2026-05-18feat: add FinancialsCard component with statement tabs and period toggleTyler Hoang
Renders income/balance/cash_flow statements with annual/quarterly toggle, section headers, indent levels, total rows, margin rows, and negative-value coloring via --negative. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18feat: add api.financials() and enable financials nav itemTyler Hoang
2026-05-18feat: add FinancialRow/Statement/Response frontend typesTyler Hoang
2026-05-18feat: add /api/tickers/{symbol}/financials endpointTyler Hoang
2026-05-18feat: add get_financials() with income/balance/cashflow buildersTyler Hoang
Implements _build_income, _build_balance, _build_cash_flow, and get_financials() (cached) in data_service.py. Annual mode appends TTM (income/CF) and MRQ (balance) columns; quarterly mode returns up to 8 periods. Adds annual_frame helper and 5 TDD tests covering column labels, TTM sums, MRQ values, FCF computation, and empty-statement graceful returns. Test count: 19 → 24. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18feat: add financials cache and row-builder helper functionsTyler Hoang
2026-05-18feat: add financials cache and row-builder helper functionsTyler Hoang