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2026-05-16Add session-scoped personal watchlist to sidebarTyler
Adds a save/remove toggle below the company snapshot, a watchlist section (capped at 10 tickers) that renders sym · price · Δ% rows above Top Movers, and an empty-state placeholder. Clicking a watchlist row loads that ticker. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16Add TickerHeader + KPI strip above tab stripTyler
Injects a persistent header band between the market bar and st.tabs(): sector tag, italic symbol, company name, 52W range rail with price pin, price, and Δ/% change chip; below that a 6-cell KPI strip (Market Cap, P/E, EPS, Div Yield, Beta, Short % Float). All data from cached service calls — free hits. Graceful "—" fallbacks for missing fields. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16Harden script embedding, timezone parsing, and layout buffersTyler
- overview: use json_for_script for inline payload/meta to prevent </script> break-out from yfinance-sourced strings; raise iframe height to cover responsive single-column collapse under 1100px - news: treat naive ISO/strptime datetimes as UTC before converting to local-naive, matching the int-timestamp branch from 75dbe29 - news: bump per-row iframe height to fit summary + metadata under scrolling=False - top_movers: drop name column in compact (sidebar) mode and tighten grid so symbol/price/change fit a default-width Streamlit sidebar Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-16Rewrite overview tab as client-side HTML surfaceTyler
2026-05-16Move Top Movers to sidebar and tighten top spacingTyler
2026-05-16Fix timezone shift and script-tag escape in news tabTyler
Unix-int timestamps from Finnhub were returned as naive UTC, then .timestamp() reinterpreted them as local time — shifting relative ages and date filtering. Now normalize to local-naive like the other branches. Also escape </ in the JSON embedded in <script>, so headlines containing </script> cannot break out of the inline script. Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-16Redesign news tab UI surfaceTyler
2026-05-16Redesign insiders tab with client-side HTML viewTyler
2026-05-16Fix valuation and data robustness bugsTyler
2026-05-15Redesign filings tab as client-side surfaceTyler
2026-05-15Fix options lede title styleTyler
2026-05-15Redesigned Financials tab with components.html() dark-terminal aestheticTyler
Replaces st.radio/st.tabs/st.expander/st.dataframe with a single components.html() panel matching the Prism design system — same token block, val-ctx bar, lede card, and CSS grid tables as the Valuation tabs. Annual/Quarterly toggle and Income/Balance Sheet/Cash Flow tabs are handled in-iframe via vanilla JS with no Streamlit re-renders. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15Fix inner scrollbars on Forward Estimates, Analyst Targets, Earnings History ↵Tyler
tabs Switch scrolling=True → scrolling=False and increase height estimates so iframe content never clips. Excess height is invisible whitespace matching page background. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15Fix peer comparison track slider visual issuesTyler
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15Redesigned valuation tabsTyler
2026-05-14Completely refreshed Key Ratios, Historical Ratios, and DCF/MultiplesTyler
tab.
2026-05-14Move DCF sliders into left rail of canvas iframeTyler
The sliders live inside the canvas iframe (keeping live JS behavior) but are now in a narrow left rail column — the same visual layout as before the live-DCF refactor. The canvas uses a 272px + 1fr grid: left aside has the header, four range inputs, and the filings panel; right div has all output sections unchanged. Removes the horizontal va-controls bar added in the previous commit. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14Make DCF sliders live — no page reruns on dragTyler
Move all four DCF assumptions (WACC, TG, horizon, FCF growth) from st.slider widgets into the canvas iframe as native range inputs. A JavaScript runDCF() engine recomputes the full projection in the browser on every drag event, updating the verdict, bar chart (Plotly.react), cash-flow table, bridge, recon strip, and cross-check cell in place without a Streamlit round-trip. Python still runs run_dcf() once on page load (using session-state defaults) to populate dcf_intrinsic for the Multiples cross-check. The Recompute button in the rail clears API caches and reruns when fresh filing data is needed. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13Add Multiples view; fix Recompute button text colorTyler
- Collapse model picker from 4 tabs → 2: DCF and Multiples, persisted in session_state["models_view"] - New Multiples view: summary band, interactive comparison grid (8 math rows × 3 methods), sensitivity strip, DCF cross-check, footer - In-canvas sliders with sector marker + typical-band shading; JS recomputes all derived values live without a Streamlit rerun - Sector medians computed from peer ratios via FMP; falls back to reasonable defaults when peer data is unavailable - DCF intrinsic stored in session_state["dcf_intrinsic"] so the cross-check on the Multiples tab reads the live DCF value - P/Book applicability shows ◐ + warning color for asset-light companies instead of the solid ● used for strong-fit methods - Fix Recompute button text: target inner <p>/<span> with color: var(--brass-ink) to override Streamlit's fg-2 default Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13Redesign DCF tab — inspector rail layout with HTML canvasTyler
Replaces the flat column layout with a two-column inspector design: left rail holds four st.slider inputs + "From the filings" reference panel + Reset/Recompute actions; right canvas renders verdict hero, projection card (Plotly.js bar chart + cash-flow table), EV bridge, per-share recon, and cross-check via a single components.v1.html block. Also fixes primary button text color app-wide by targeting the modern Streamlit selector (stBaseButton-primary) alongside the legacy one. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13Apply Prism design system — brass/ink palette, EB Garamond + IBM Plex ↵Tyler
typography Implements the design kit: champagne brass accent (#C2AA7A), deep midnight backgrounds, EB Garamond italic headings, IBM Plex Sans/Mono body and numbers, terminal-density KPI cards, restyled sidebar brand mark, flat pill tabs, and a global Plotly theme so all charts inherit the dark palette automatically. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06gitignoreTyler
2026-04-09Update README to reflect current app stateTyler Hoang
- Add Top Movers section - Note sidebar live price and company info display - Rename DCF Model tab to Models; document all four valuation models - Update project structure with top_movers.py and valuation_service.py description - Expand valuation notes to cover EV/EBITDA, EV/Revenue, and P/B models Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03Make valuation models collapsibleTyler
2026-04-03Always show available P/B modelTyler
2026-04-03Show uncapped historical FCF growthTyler
2026-04-02Improve DCF model accuracyTyler
2026-04-02Fix valuation summary formattingTyler
2026-04-02Improve valuation model clarityTyler
2026-04-02Refactor valuation models tabTyler
2026-04-01Harden valuation edge casesOpenclaw
2026-03-31Add relative performance chart and refine top moversTyler
2026-03-31Add top movers section (gainers, losers, most active)Openclaw
2026-03-31Map Yahoo Finance exchange codes to readable namesTyler
NYQ→NYSE, NMS/NGM/NCM→NASDAQ, ASE→AMEX, etc. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31Add live price + daily change to sidebarTyler
Shows current price, $ change, and % change (green/red) below the company name so the stock price is always visible while navigating tabs. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31Fix EBITDA consistency and minority interest bug in valuationTyler
- 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 <noreply@anthropic.com>
2026-03-30Update README with all new featuresTyler
Covers: score card, 52W range bar, short interest, Options tab, CSV exports, 7-tab Valuation panel, self-computed key ratios (no FMP quota), updated project structure, corrected API usage table. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30delete readmeTyler
2026-03-30delete readme.htmlTyler
2026-03-30Improve README.html styling for better readabilityOpenclaw
2026-03-30Add logo to browser tab (favicon)Openclaw
2026-03-30Revert Prism branding experimentOpenclaw
- restore original logo asset and sidebar layout - remove temporary logo lockup/icon files - return app branding to pre-experiment state
2026-03-30Fix Prism logo rendering in sidebarOpenclaw
- use corrected base logo asset with transparent background - recrop lockup and icon files with proper padding - render sidebar logo at fixed width to avoid stretching
2026-03-30Refine Prism logo asset handlingOpenclaw
- update app to use revised Prism lockup asset - improve logo cropping and transparency for sidebar rendering - keep icon and lockup files in repo for future branding iterations
2026-03-30Update Prism branding assetsOpenclaw
- replace app logo with final selected Prism lockup and icon - update sidebar to use lockup asset - add canonical logo files for future mockups and branding
2026-03-30Organize financial statements into grouped viewsOpenclaw
- add Organized/Raw toggle for income statement, balance sheet, and cash flow - group line items into expandable sections for easier navigation - add Prism Net Debt row to annual balance sheet using valuation bridge logic - keep full raw statement tables and CSV download support
2026-03-30Unify valuation calculations across PrismOpenclaw
- 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
2026-03-30Fix EV/EBITDA valuation tooltip using computed multiple instead of info dictTyler
The slider tooltip still read info["enterpriseToEbitda"] (the bad yfinance pre-computed value showing 4998x for DDOG). Now computed as enterpriseValue / income statement EBITDA, consistent with the Key Ratios tab fix. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30Compute all Key Ratios from raw statements, eliminating FMP ratio callsTyler
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 <noreply@anthropic.com>
2026-03-30Always compute EV/EBITDA from income stmt, never pre-computed multiplesTyler
FMP and yfinance both return the same bad EV/EBITDA value (4998x for DDOG) because their pre-computed multiples use a miscalculated EBITDA. Removed the FMP preference fallback — EV/EBITDA is now always computed directly as enterpriseValue / get_ebitda_from_income_stmt(). Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
generated by cgit v1.3-2-g0d8e (git 2.53.0) at 2026-06-05 06:24:32 +0000