diff options
| -rw-r--r-- | app.py | 9 | ||||
| -rw-r--r-- | components/macro.py | 320 |
2 files changed, 329 insertions, 0 deletions
@@ -601,6 +601,7 @@ from components.insiders import render_insiders from components.filings import render_filings from components.news import render_news from components.options import render_options +from components.macro import render_macro from services.data_service import get_company_info, search_tickers, get_latest_price import streamlit.components.v1 as components @@ -729,6 +730,7 @@ with st.sidebar: ("insiders", "○ Insiders"), ("filings", "▤ Filings"), ("news", "◉ News"), + ("macro", "⬡ Macro"), ] for _tab_id, _tab_label in _nav: _is_active = st.session_state["active_tab"] == _tab_id @@ -771,6 +773,13 @@ st.divider() # ── Main Content ────────────────────────────────────────────────────────────── +if st.session_state["active_tab"] == "macro": + try: + render_macro() + except Exception as e: + st.error(f"Macro data failed to load: {e}") + st.stop() + if not ticker: _watchlist = st.session_state.get("watchlist", []) if _watchlist: diff --git a/components/macro.py b/components/macro.py new file mode 100644 index 0000000..a166855 --- /dev/null +++ b/components/macro.py @@ -0,0 +1,320 @@ +"""Macro tab — market-wide panels: Index Performance, Yield Curve, Sector Heatmap.""" +import streamlit as st +import streamlit.components.v1 as _html +import plotly.graph_objects as go +import yfinance as yf +import pandas as pd +from datetime import date as _date + + +_INDICES = { + "S&P 500": "^GSPC", + "NASDAQ": "^IXIC", + "DOW": "^DJI", + "Russell": "^RUT", + "VIX": "^VIX", +} + +# (symbol, divisor) — yfinance encodes yields as rate×divisor +_YIELDS = { + "3M": ("^IRX", 100), + "5Y": ("^FVX", 10), + "10Y": ("^TNX", 10), + "30Y": ("^TYX", 10), +} + +_SECTORS = { + "Technology": "XLK", + "Financials": "XLF", + "Healthcare": "XLV", + "Energy": "XLE", + "Industrials": "XLI", + "Cons. Disc.": "XLY", + "Cons. Stap.": "XLP", + "Utilities": "XLU", + "Real Estate": "XLRE", + "Materials": "XLB", + "Comm. Svcs.": "XLC", +} + + +# ── Data fetch ──────────────────────────────────────────────────────────────── + +@st.cache_data(ttl=300) +def _get_macro_data() -> dict: + indices = {} + for name, sym in _INDICES.items(): + try: + hist = yf.Ticker(sym).history(period="1y") + if hist.empty: + indices[name] = None + continue + closes = hist["Close"].dropna() + last = float(closes.iloc[-1]) + + def _pct(n): + if len(closes) > n: + return float((closes.iloc[-1] - closes.iloc[-(n + 1)]) / closes.iloc[-(n + 1)] * 100) + return None + + p1d = _pct(1) + p1w = _pct(5) + p1m = _pct(21) + + today = _date.today() + jan1 = pd.Timestamp(today.year, 1, 1) + idx = closes.index + if idx.tz is not None: + jan1 = jan1.tz_localize(idx.tz) + ytd_slice = closes[idx.normalize() >= jan1.normalize()] + pytd = float((last - float(ytd_slice.iloc[0])) / float(ytd_slice.iloc[0]) * 100) if not ytd_slice.empty else None + + indices[name] = {"price": last, "1d": p1d, "1w": p1w, "1m": p1m, "ytd": pytd} + except Exception: + indices[name] = None + + yields = {} + for label, (sym, div) in _YIELDS.items(): + try: + hist = yf.Ticker(sym).history(period="5d") + if hist.empty: + yields[label] = None + continue + closes = hist["Close"].dropna() + curr = float(closes.iloc[-1]) / div + prev = float(closes.iloc[-2]) / div if len(closes) >= 2 else None + yields[label] = {"rate": curr, "change_1d": (curr - prev) if prev is not None else None} + except Exception: + yields[label] = None + + sectors = {} + for name, etf in _SECTORS.items(): + try: + hist = yf.Ticker(etf).history(period="2d") + if len(hist) >= 2: + pct = float((hist["Close"].iloc[-1] - hist["Close"].iloc[-2]) / hist["Close"].iloc[-2] * 100) + price = float(hist["Close"].iloc[-1]) + elif len(hist) == 1: + pct = 0.0 + price = float(hist["Close"].iloc[-1]) + else: + sectors[name] = None + continue + sectors[name] = {"etf": etf, "pct": pct, "price": price} + except Exception: + sectors[name] = None + + return {"indices": indices, "yields": yields, "sectors": sectors} + + +# ── Helpers ─────────────────────────────────────────────────────────────────── + +def _pct_cell(v) -> str: + """Return an HTML <span> with color class for a % value.""" + if v is None: + return "<span class='flat'>—</span>" + sign = "+" if v >= 0 else "" + cls = "pos" if v > 0.005 else ("neg" if v < -0.005 else "flat") + return "<span class='" + cls + "'>" + sign + f"{v:.2f}%" + "</span>" + + +def _sector_bg(pct: float) -> str: + """Interpolate background color between neutral and pos/neg based on magnitude.""" + neutral = (24, 29, 38) + pos_bg = (21, 36, 26) + neg_bg = (42, 21, 23) + intensity = min(1.0, abs(pct) / 3.0) + target = pos_bg if pct >= 0 else neg_bg + r = int(neutral[0] + (target[0] - neutral[0]) * intensity) + g = int(neutral[1] + (target[1] - neutral[1]) * intensity) + b = int(neutral[2] + (target[2] - neutral[2]) * intensity) + return "rgb(" + str(r) + "," + str(g) + "," + str(b) + ")" + + +# ── Panel renderers ─────────────────────────────────────────────────────────── + +def _render_index_table(indices: dict) -> None: + css = ( + "<style>" + "* { margin:0; padding:0; box-sizing:border-box; }" + "body { background:#0B0E13; font-family:'IBM Plex Mono',monospace; overflow:hidden; }" + "table { width:100%; border-collapse:collapse; }" + "thead th {" + " font-family:'IBM Plex Sans',sans-serif; font-size:10px; font-weight:600;" + " text-transform:uppercase; letter-spacing:0.14em; color:#5E5849;" + " padding:7px 12px 7px; border-bottom:1px solid #232934; text-align:right; }" + "thead th:first-child { text-align:left; }" + "tbody tr { border-bottom:1px solid #181D26; }" + "tbody td { padding:9px 12px; font-size:13px; color:#C7C0AE; text-align:right; " + " font-variant-numeric:tabular-nums; }" + "tbody td:first-child { text-align:left; color:#F2ECDC; font-size:12px; letter-spacing:0.02em; }" + ".pos { color:#4F8C5E; } .neg { color:#B5494B; } .flat { color:#5E5849; }" + "</style>" + ) + head = ( + "<table><thead><tr>" + "<th>Index</th><th>Price</th><th>1D</th><th>1W</th><th>1M</th><th>YTD</th>" + "</tr></thead><tbody>" + ) + rows = "" + for name, d in indices.items(): + if d is None: + rows += "<tr><td>" + name + "</td><td>—</td><td>—</td><td>—</td><td>—</td><td>—</td></tr>" + continue + price = f"{d['price']:,.2f}" + rows += ( + "<tr><td>" + name + "</td>" + "<td>" + price + "</td>" + "<td>" + _pct_cell(d["1d"]) + "</td>" + "<td>" + _pct_cell(d["1w"]) + "</td>" + "<td>" + _pct_cell(d["1m"]) + "</td>" + "<td>" + _pct_cell(d["ytd"]) + "</td>" + "</tr>" + ) + _html.html(css + head + rows + "</tbody></table>", height=290, scrolling=False) + + +def _render_yield_curve(yields: dict) -> None: + labels = list(yields.keys()) + rates = [yields[l]["rate"] if yields[l] else None for l in labels] + valid = [(l, r) for l, r in zip(labels, rates) if r is not None] + + fig = go.Figure() + if valid: + xl, yl = zip(*valid) + fig.add_trace(go.Scatter( + x=list(xl), + y=list(yl), + mode="lines+markers", + line=dict(color="#C2AA7A", width=2), + marker=dict(size=7, color="#C2AA7A", line=dict(width=1, color="#8F7A50")), + hovertemplate="%{x}: %{y:.2f}%<extra></extra>", + )) + + fig.update_layout( + xaxis_title="Maturity", + yaxis=dict(tickformat=".2f", ticksuffix="%"), + height=240, + margin=dict(l=52, r=16, t=16, b=40), + ) + st.plotly_chart(fig, use_container_width=True) + + +def _render_yield_table(yields: dict) -> None: + css = ( + "<style>" + "* { margin:0; padding:0; box-sizing:border-box; }" + "body { background:#0B0E13; font-family:'IBM Plex Mono',monospace; overflow:hidden; }" + "table { width:100%; border-collapse:collapse; }" + "thead th { font-family:'IBM Plex Sans',sans-serif; font-size:10px; font-weight:600;" + " text-transform:uppercase; letter-spacing:0.14em; color:#5E5849;" + " padding:6px 10px; border-bottom:1px solid #232934; text-align:right; }" + "thead th:first-child { text-align:left; }" + "tbody tr { border-bottom:1px solid #181D26; }" + "tbody td { padding:8px 10px; font-size:13px; color:#C7C0AE; text-align:right;" + " font-variant-numeric:tabular-nums; }" + "tbody td:first-child { text-align:left; color:#F2ECDC; }" + ".pos { color:#4F8C5E; } .neg { color:#B5494B; } .flat { color:#5E5849; }" + "</style>" + ) + head = ( + "<table><thead><tr>" + "<th>Maturity</th><th>Yield</th><th>1D Chg</th>" + "</tr></thead><tbody>" + ) + rows = "" + for label, d in yields.items(): + if d is None: + rows += "<tr><td>" + label + "</td><td>—</td><td>—</td></tr>" + continue + rate = f"{d['rate']:.2f}%" + chg = d["change_1d"] + sign = "+" if chg is not None and chg >= 0 else "" + chg_s = (sign + f"{chg:.2f}%") if chg is not None else "—" + cls = "pos" if (chg or 0) > 0.001 else ("neg" if (chg or 0) < -0.001 else "flat") + rows += ( + "<tr><td>" + label + "</td>" + "<td>" + rate + "</td>" + "<td><span class='" + cls + "'>" + chg_s + "</span></td>" + "</tr>" + ) + _html.html(css + head + rows + "</tbody></table>", height=240, scrolling=False) + + +def _render_sector_heatmap(sectors: dict) -> None: + css = ( + "<style>" + "* { margin:0; padding:0; box-sizing:border-box; }" + "body { background:#0B0E13; font-family:'IBM Plex Sans',sans-serif; overflow:hidden; }" + ".grid { display:grid; grid-template-columns:repeat(4,1fr); gap:4px; padding:2px; }" + ".cell { padding:10px 12px; border-radius:2px; border:1px solid #232934; }" + ".cell .name { font-size:11px; font-weight:600; color:#C7C0AE; letter-spacing:0.01em; }" + ".cell .etf { font-family:'IBM Plex Mono',monospace; font-size:10px; color:#5E5849; margin-top:1px; }" + ".cell .pct { font-family:'IBM Plex Mono',monospace; font-size:14px; font-weight:500; margin-top:5px;" + " font-variant-numeric:tabular-nums; }" + ".pos { color:#4F8C5E; } .neg { color:#B5494B; } .flat { color:#5E5849; }" + "</style>" + "<div class='grid'>" + ) + cells = "" + for name, d in sectors.items(): + if d is None: + cells += ( + "<div class='cell' style='background:#11151C'>" + "<div class='name'>" + name + "</div>" + "<div class='pct flat'>—</div>" + "</div>" + ) + continue + pct = d["pct"] + bg = _sector_bg(pct) + sign = "+" if pct >= 0 else "" + cls = "pos" if pct > 0.005 else ("neg" if pct < -0.005 else "flat") + cells += ( + "<div class='cell' style='background:" + bg + "'>" + "<div class='name'>" + name + "</div>" + "<div class='etf'>" + d["etf"] + "</div>" + "<div class='pct " + cls + "'>" + sign + f"{pct:.2f}%" + "</div>" + "</div>" + ) + _html.html(css + cells + "</div>", height=340, scrolling=False) + + +# ── Public entry point ──────────────────────────────────────────────────────── + +def render_macro() -> None: + data = _get_macro_data() + + st.markdown( + "<h5 style='font-family:\"IBM Plex Sans\",sans-serif;font-size:10px;font-weight:600;" + "text-transform:uppercase;letter-spacing:0.14em;color:#5E5849;margin-bottom:8px;'>Index Performance</h5>", + unsafe_allow_html=True, + ) + _render_index_table(data["indices"]) + + st.markdown("<div style='height:24px'></div>", unsafe_allow_html=True) + + col1, col2 = st.columns([3, 2]) + with col1: + st.markdown( + "<h5 style='font-family:\"IBM Plex Sans\",sans-serif;font-size:10px;font-weight:600;" + "text-transform:uppercase;letter-spacing:0.14em;color:#5E5849;margin-bottom:8px;'>Yield Curve</h5>", + unsafe_allow_html=True, + ) + _render_yield_curve(data["yields"]) + with col2: + st.markdown( + "<h5 style='font-family:\"IBM Plex Sans\",sans-serif;font-size:10px;font-weight:600;" + "text-transform:uppercase;letter-spacing:0.14em;color:#5E5849;margin-bottom:8px;'>Treasury Yields</h5>", + unsafe_allow_html=True, + ) + _render_yield_table(data["yields"]) + + st.markdown("<div style='height:24px'></div>", unsafe_allow_html=True) + + st.markdown( + "<h5 style='font-family:\"IBM Plex Sans\",sans-serif;font-size:10px;font-weight:600;" + "text-transform:uppercase;letter-spacing:0.14em;color:#5E5849;margin-bottom:8px;'>Sector Performance — Today</h5>", + unsafe_allow_html=True, + ) + _render_sector_heatmap(data["sectors"]) |