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- Corrected existing labels that didn't match yfinance output
(e.g. 'research development' → 'research and development',
'income tax expense' → 'tax provision',
'selling general administrative' → 'selling general and administration')
- Added balance sheet debt/liability rows: net debt, total debt, long/current
debt, capital lease obligations, all liability subtotals, payables
- Added cash flow rows: debt issuance (increase = bad), equity dilution
(issuance of capital stock = bad), taxes/interest paid (more = bad),
buybacks (repurchase of capital stock = inverse so more buybacks = green)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Overview:
- Score card: green/yellow/red signals for valuation, growth, profitability,
leverage, momentum (vs 52W high), and short interest
- 52W high/low visual range bar with current price marker and % context
- Short interest metrics row: % of float, days to cover, shares short vs
prior month
- Replaced static 52W High/Low metrics with volume and avg volume
Options tab (new):
- Expiry selector across all available expirations
- Put/call ratio by volume and open interest with bullish/bearish label
- IV smile chart (calls + puts) with ATM marker
- Open interest by strike (calls above, puts mirrored below axis)
- Full chain table (calls/puts) in expandable section
CSV exports:
- Download button on each financial statement (income, balance, cash flow)
- Download button on earnings history table
Also fix top padding cut-off: block-container padding-top 1rem → 3.5rem
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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FMP stable /analyst-estimates returns revenueAvg, epsAvg, ebitdaAvg, etc.
but the code was looking for estimatedRevenueAvg, estimatedEpsAvg, etc.
Updated _build_estimates_table and the EPS chart to read both field name
variants so the Forward Estimates tab now renders correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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FMP free tier caps at 250 req/day; hitting the limit caused the Historical
Ratios tab to show an error. get_historical_ratios_yfinance now computes
margins, ROE, ROA, D/E, P/E, P/B, P/S, and EV/EBITDA directly from
yfinance income statements, balance sheets, and price history. FMP
functions fall back to this automatically when they receive an empty
response.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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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>
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- 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
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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>
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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>
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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>
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