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2026-03-29Migrate insiders and filings from FMP to yfinanceTyler
FMP v3 insider-trading and sec_filings endpoints are legacy-gated. Switch to yfinance (t.insider_transactions, t.sec_filings) which provides the same data for free with no API key required. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29Add historical ratios, forward estimates, insider transactions, SEC filingsOpenclaw
- services/fmp_service.py: add get_historical_ratios, get_historical_key_metrics, get_analyst_estimates, get_insider_transactions, get_sec_filings - components/valuation.py: add Historical Ratios and Forward Estimates subtabs - components/insiders.py: new — insider buy/sell summary, monthly chart, detail table - components/filings.py: new — SEC filings with type filter and direct links - app.py: wire in Insiders and Filings top-level tabs
2026-03-29Color code financial statement YoY columnsTyler
Green for improvement, red for decline. Cost/expense rows use inverse logic (decline = green). Value cells retain neutral styling. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29Add Prism logo to sidebarTyler
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29Update README with valuation enhancementsTyler
Document FCF growth override slider, EV/EBITDA valuation method, analyst targets, and earnings history tabs. Regenerate HTML readme. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29Use stable FMP stock-peers endpointOpenclaw
2026-03-29Migrate FMP ratios and improve comps fallbacksOpenclaw
2026-03-29Improve UX and disable DCF for financialsOpenclaw
2026-03-29Fix valuation methodology and documentationOpenclaw
2026-03-29Add EV/EBITDA valuation, analyst targets, earnings history, and FCF growth ↵Tyler
override - DCF model: user-adjustable FCF growth rate slider (defaults to historical median) - EV/EBITDA valuation section with target multiple slider and implied price - Analyst Targets tab: price target summary + recommendation breakdown chart - Earnings History tab: EPS actual vs estimate table and line chart with next earnings date Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28Add cgit readmeTyler
2026-03-28Add CLAUDE.mdTyler
2026-03-28Initial commit — Prism financial analysis dashboardTyler
Streamlit app with market bar, price chart, financial statements, DCF valuation engine, comparable companies, and news feed. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>