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2026-05-17Fix click receivers: visibility:hidden instead of display:noneTyler
display:none removes elements from React's event processing, causing JS-dispatched input events to be silently dropped. Switching to visibility:hidden + height:0 keeps the inputs in the React tree so programmatic value changes trigger reruns correctly. Also covers the new qt_click_receiver for the quotetable. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17Fix quotetable row click: use data-sym + event delegationTyler
Replaced inline onclick with escaped string literals with the same data-sym / closest(tr[data-sym]) event delegation pattern used by the working sidebar watchlist. Avoids JS string quoting issues in HTML attribute context. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17Add QuoteTable as empty-state landing pageTyler
Renders watchlist tickers as a styled psm-card data table (Symbol, Sector, Last, Δ, % Day, Volume) when no ticker is selected. Falls back to the existing placeholder when the watchlist is empty. Uses the same JS hidden-input click pattern as the sidebar watchlist. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17Fix 5D x-axis labels and weekend/closed fallback for intraday defaultTyler
- 5D period now uses '%a %H:%M' tick format so each day is labelled (Mon 09:30) instead of bare times that repeat across five days - default_period resolves to '1mo' when 1D series is empty (market closed, weekend, holiday) so the chart isn't blank on first load - JS activePeriod reads from OVERVIEW_META.default_period at boot instead of hardcoded '1d', and bootOverview syncs the active button to match Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17Add 1D and 5D intraday periods to overview chartTyler
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 <noreply@anthropic.com>
2026-05-16Fix render_top_movers kwarg incompatibility with st.fragmentTyler
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16Sidebar chrome: vertical nav, live clock, brand v1.2, drop snapshotTyler
Replace horizontal st.tabs() with session-state-driven vertical nav buttons in the sidebar (Workspace section). Remove company snapshot entirely — ticker info is covered by the persistent TickerHeader. Add NYSE live clock between brand and search. Update brand sub-label to "v 1.2". Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16Rewrite watchlist as custom HTML component with proper stylingTyler
Replaces st.button rows with a components.html iframe that renders sym·price·Δ% in a 3-column grid with hairline dividers, monospace fonts, and colored change percentages. Adds hidden text_input click receiver so row clicks update session state. Fixes toggle button to show toast when watchlist cap is hit and removes now-redundant psm-watch-toggle CSS. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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
generated by cgit v1.3-2-g0d8e (git 2.53.0) at 2026-06-05 10:37:07 +0000