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- Remove dead _build_dcf_canvas_html (~525 lines, superseded by
_build_dcf_canvas_only_html)
- Remove unused ev_ebit assignment
- Fix FCF yield KPI strip and mini row using dividendYieldTTM as peer
band proxy (pass None — no equivalent peer field for FCF yield)
- Expand st.spinner in _render_historical_ratios to cover get_peers()
and get_ratios_for_tickers() calls
- Collapse _render_all_multiples / _render_multiples_model indirection
into a single function
- Replace Comps fixed 2600px height with max(1900, 1500 + n_peers*80),
saving 400-700px whitespace for typical 5-8 peer sets
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Missing semicolon after pts.forEach() prevented ASI, causing a JS syntax
error that silently killed all chart and matrix rendering. Also bumped
Earnings History iframe height to stop the table from being clipped.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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- Key Ratios: 6-KPI snapshot strip with sparklines, 5-category ratio grid
(Valuation, Profitability, Growth, Health, Cash Returns) via components.html()
- Models (DCF): two-column layout — st.slider() rail + prominent verdict chip,
EV→equity bridge, per-share reconciliation, cross-check grid as HTML canvas
- Historical Ratios: SVG line chart (subject vs sector median) + clickable
heatmap matrix that updates the chart via client-side JS
- Comps: 4 percentile rank bars + sortable peer table, all via components.html()
- Multiples: math-flow columns (EV/EBITDA, EV/Revenue, P/Book) with sensitivity
strip and DCF cross-check; HTML range sliders drive JS computation
All redesigned tabs: scrolling=False, string-concat HTML (no f-strings),
XSS-safe (escape_html on all user-supplied strings injected into HTML/JS).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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All four treasury yield symbols return values already in percent;
the old /10 and /100 divisors were displaying ~0.04–0.46% instead
of the correct 3–5% range. Also rename ambiguous `l` variable and
add a spinner for the cold-cache load.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Two root causes:
1. The JS wrote empty session defaults to localStorage before reading
stored values back, destroying saved data on every fresh page load.
Fixed by gating on data-loaded: JS reads+restores only when loaded=0,
writes+saves only when loaded=1.
2. st.rerun() inside render_persistence_bridge() aborted the render
before qt_click_receiver/wl_click_receiver were registered. Streamlit
clears unrendered widget state, so pending click values (_qt_click,
_wl_click) were wiped before quotetable/watchlist could process them.
Fixed by removing st.rerun() — the bridge runs at the top of the
render cycle so restored session state propagates to components below
in the same pass; no extra rerun needed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Three market-wide panels backed by yfinance (no new API keys). Macro tab
renders before the st.stop() ticker guard so it's always accessible regardless
of ticker state.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Persists watchlist and active ticker across browser refreshes via a
localStorage bridge (components/persistence.py), and adds a sidebar
"← Watchlist" button to clear the active ticker and return to the
QuoteTable landing page.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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- Rename "Positions" → "Quotes" (heading was misleading; implies holdings)
- Always clear _qt_click on read so stale values from removed tickers
don't persist across rerenders
- Replace serial get_latest_price + get_company_info calls with
parallel ThreadPoolExecutor fetch of get_company_info only;
regularMarketPrice/currentPrice from info is sufficient for the table
and halves the number of yfinance calls
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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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>
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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>
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- 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>
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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>
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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>
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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>
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- 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>
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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>
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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>
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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>
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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tab.
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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>
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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>
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- 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>
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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>
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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>
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- 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>
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- 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
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- 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
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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>
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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>
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