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@@ -1,210 +0,0 @@ -<!DOCTYPE html> -<html lang="en"> -<head> -<meta charset="UTF-8"> -<style> - * { box-sizing: border-box; margin: 0; padding: 0; } - body { - font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; - max-width: 900px; - line-height: 1.7; - color: #333; - background: #fafafa; - padding: 2rem; - margin: 0 auto; - } - h1, h2, h3, h4 { color: #0f2346; margin-top: 1.5em; margin-bottom: 0.5em; font-weight: 700; } - h1 { font-size: 2.2em; margin-top: 0; } - h2 { font-size: 1.6em; border-bottom: 2px solid #c9a84c; padding-bottom: 0.5em; } - h3 { font-size: 1.2em; color: #1a3560; } - p { margin-bottom: 1em; } - ul, ol { margin-left: 1.5em; margin-bottom: 1em; } - li { margin-bottom: 0.5em; } - hr { border: none; border-top: 1px solid #ddd; margin: 2em 0; } - a { color: #234a8a; text-decoration: none; font-weight: 500; } - a:hover { text-decoration: underline; } - blockquote { - border-left: 4px solid #c9a84c; - padding-left: 1em; - margin-left: 0; - color: #666; - font-style: italic; - background: #f5f5f5; - padding: 0.75em 1em; - } - code { - font-family: 'Courier New', Courier, monospace; - background: #f5f5f5; - padding: 0.2em 0.4em; - border-radius: 3px; - color: #d73a49; - font-size: 0.9em; - } - pre { - background: #1e1e1e; - color: #e0e0e0; - padding: 1em; - border-radius: 5px; - overflow-x: auto; - margin-bottom: 1em; - border-left: 4px solid #c9a84c; - } - pre code { - background: none; - padding: 0; - color: #e0e0e0; - font-size: 0.95em; - } - table { - border-collapse: collapse; - width: 100%; - margin-bottom: 1.5em; - border: 1px solid #ddd; - } - th, td { - border: 1px solid #ddd; - padding: 0.75em; - text-align: left; - } - th { - background: #0f2346; - color: #fff; - font-weight: 600; - } - tr:nth-child(even) { background: #f9f9f9; } - tr:hover { background: #f0f0f0; } -</style> -</head> -<body> -<h1>🔷 Prism</h1> -<p>A local financial analysis dashboard. Enter any stock ticker to get a formatted view of financial statements, valuation metrics, a DCF model, and a news feed — all in your browser.</p> -<hr /> -<h2>Features</h2> -<ul> -<li><strong>Market Bar</strong> — Live S&P 500, NASDAQ, DOW, and VIX at the top of every page</li> -<li><strong>Overview</strong> — Price chart (1M / 3M / 6M / 1Y / 5Y), key stats (market cap, P/E, 52W range, beta)</li> -<li><strong>Financials</strong> — Annual and quarterly Income Statement, Balance Sheet, and Cash Flow Statement with year-over-year % change columns</li> -<li><strong>Valuation</strong> — Key ratios grid (P/E, EV/EBITDA, margins, ROE, etc.), DCF model with adjustable WACC/growth/years, EV/EBITDA implied price, comparable companies table, analyst price targets, and earnings history (EPS actual vs. estimate)</li> -<li><strong>News</strong> — Recent articles with heuristic Bullish / Bearish / Neutral tags and a 7-day sentiment summary</li> -</ul> -<hr /> -<h2>Setup</h2> -<h3>1. Clone / navigate to the project</h3> -<pre><code class="language-bash">cd ~/Work/prism -</code></pre> -<h3>2. Activate the virtual environment</h3> -<pre><code class="language-bash">source .venv/bin/activate -</code></pre> -<h3>3. Add API keys</h3> -<pre><code class="language-bash">cp .env.example .env -</code></pre> -<p>Open <code>.env</code> and fill in your keys:</p> -<pre><code>FMP_API_KEY=your_key_here -FINNHUB_API_KEY=your_key_here -</code></pre> -<p>Both are <strong>free</strong>: -- <strong>FMP</strong> (Financial Modeling Prep) — <a href="https://financialmodelingprep.com/developer/docs">financialmodelingprep.com</a> — 250 requests/day -- <strong>Finnhub</strong> — <a href="https://finnhub.io">finnhub.io</a> — 60 requests/minute</p> -<blockquote> -<p><strong>No keys?</strong> The app still works. Price data, financials, and market indices are sourced from <code>yfinance</code> (no key required). Ratios, comps, and news won't load until keys are added.</p> -</blockquote> -<h3>4. Run the app</h3> -<pre><code class="language-bash">streamlit run app.py -</code></pre> -<p>Opens at <code>http://localhost:8501</code></p> -<hr /> -<h2>Daily Usage</h2> -<pre><code class="language-bash">cd ~/Work/prism -source .venv/bin/activate -streamlit run app.py -</code></pre> -<hr /> -<h2>Project Structure</h2> -<pre><code>prism/ -├── app.py # Entry point -├── requirements.txt -├── .env # Your API keys (not committed) -├── .env.example # Key template -├── .streamlit/ -│ └── config.toml # Dark theme + layout settings -├── services/ -│ ├── data_service.py # yfinance — price, financials, indices -│ ├── fmp_service.py # FMP API — ratios, peers -│ ├── news_service.py # Finnhub — news + sentiment -│ └── valuation_service.py # DCF engine (Gordon Growth Model) -├── components/ -│ ├── market_bar.py # Index metrics row -│ ├── overview.py # Company header + price chart -│ ├── financials.py # Statement tables -│ ├── valuation.py # Ratios, DCF, comps -│ └── news.py # News feed -└── utils/ - └── formatters.py # Number formatting helpers -</code></pre> -<hr /> -<h2>DCF Model Notes</h2> -<p>The DCF model uses historical <strong>Free Cash Flow</strong> from yfinance, computes a capped median growth rate from valid positive-FCF periods, and then projects forward using your chosen assumptions:</p> -<table> -<thead> -<tr> -<th>Input</th> -<th>Default</th> -<th>Range</th> -</tr> -</thead> -<tbody> -<tr> -<td>WACC</td> -<td>10%</td> -<td>5–20%</td> -</tr> -<tr> -<td>Terminal Growth Rate</td> -<td>2.5%</td> -<td>0.5–5%</td> -</tr> -<tr> -<td>Projection Years</td> -<td>5</td> -<td>3–10</td> -</tr> -<tr> -<td>FCF Growth Rate</td> -<td>Historical median</td> -<td>-20–30%</td> -</tr> -</tbody> -</table> -<p>The model uses the <strong>Gordon Growth Model</strong> for terminal value. It first estimates <strong>enterprise value</strong>, then bridges to <strong>equity value</strong> using debt and cash before calculating value per share. Terminal growth must remain below WACC. The FCF growth slider defaults to the historical median but can be freely overridden.</p> -<p>The <strong>EV/EBITDA</strong> tab derives an implied price by applying a target multiple to trailing EBITDA, subtracting net debt, and dividing by shares outstanding. The slider defaults to the company's current market multiple.</p> -<hr /> -<h2>API Rate Limits</h2> -<table> -<thead> -<tr> -<th>Source</th> -<th>Limit</th> -<th>Used For</th> -</tr> -</thead> -<tbody> -<tr> -<td>yfinance</td> -<td>None</td> -<td>Price, financials, indices</td> -</tr> -<tr> -<td>FMP (free)</td> -<td>250 req/day</td> -<td>Ratios, comps, news</td> -</tr> -<tr> -<td>Finnhub (free)</td> -<td>60 req/min</td> -<td>News, sentiment</td> -</tr> -</tbody> -</table> -<p>Data is cached in-memory per session to minimize API calls (financials: 1h, news: 10min, indices: 5min).</p> -</body> -</html>
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