prism.git/services/data_service.py, branch feature/valuation-redesign

Add 1D and 5D intraday periods to overview chart

2026-05-17T07:06:36Z

Adds get_intraday_history() to data_service.py (5m/30m bars, ttl=60s) and wires it into the overview chart with HH:MM x-axis formatting, market-hours filtering, intraday-only primary fetch, hidden comparison buttons, and 1D as the default period on load. Co-Authored-By: Claude Sonnet 4.6

Fix valuation and data robustness bugs

2026-05-16T07:02:32Z

Improve DCF model accuracy

2026-04-03T01:54:01Z

Improve valuation model clarity

2026-04-03T01:11:18Z

Refactor valuation models tab

2026-04-02T07:10:06Z

Harden valuation edge cases

2026-04-02T06:32:01Z

Fix EBITDA consistency and minority interest bug in valuation

2026-03-31T07:24:15Z

- Use TTM EBITDA (from compute_ttm_ratios) as the single canonical source for both Key Ratios and DCF EV/EBITDA — eliminates disagreement between tabs - Remove "Total Equity Gross Minority Interest" from minority_interest fallback in get_balance_sheet_bridge_items; that yfinance row is total equity (not just minority portion) and would have massively over-deducted from DCF equity value Co-Authored-By: Claude Sonnet 4.6

Unify valuation calculations across Prism

2026-03-31T02:36:42Z

- compute EV consistently as market cap + debt - cash - derive DCF/EV bridge inputs from balance-sheet rows - centralize latest price, shares outstanding, and computed market cap helpers - relabel negative net debt as net cash in valuation UI - self-compute historical ratios/key metrics instead of relying on vendor ratios - guard against nonsensical historical EV/EBITDA values - add methodology/source notes in DCF tab

Compute all Key Ratios from raw statements, eliminating FMP ratio calls

2026-03-31T02:09:45Z

Added compute_ttm_ratios() which derives all 16 TTM ratios directly from yfinance quarterly income statements, balance sheets, and cash flow: Valuation: P/E, P/S, P/B, EV/EBITDA, EV/Revenue Profitability: Gross/Operating/Net Margin, ROE, ROA, ROIC Leverage: D/E, Current Ratio, Quick Ratio, Interest Coverage Dividends: Yield, Payout Ratio get_key_ratios() no longer calls FMP's /ratios-ttm or /key-metrics-ttm endpoints, saving ~2 FMP API calls per ticker load (including each Comps peer). Forward P/E still comes from yfinance info dict (analyst estimate). This also fixes EV/EBITDA for all tickers (DDOG was 4998x from FMP/yfinance pre-computed values, now correctly 194x from income statement EBITDA). Co-Authored-By: Claude Sonnet 4.6

Fix EV/EBITDA using income statement EBITDA instead of info dict

2026-03-31T01:54:56Z

yfinance's info["ebitda"] is a miscalculated TTM value for many tickers (e.g. DDOG shows $7.5M when the correct TTM EBITDA is $193.8M). Added get_ebitda_from_income_stmt() which reads directly from t.income_stmt, matching the annual and quarterly figures. Key Ratios and DCF EV/EBITDA valuation now both use this source, with FMP as the preferred override. Co-Authored-By: Claude Sonnet 4.6