From 4fdcb4ce0f00bc8f62d50ba5d352dd2fe01cd7e7 Mon Sep 17 00:00:00 2001
From: Openclaw <openclaw@mail.tylerhoang.xyz>
Date: Sun, 29 Mar 2026 13:21:39 -0700
Subject: Add historical ratios, forward estimates, insider transactions, SEC
 filings
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- 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
---
 components/filings.py | 115 ++++++++++++++++++++++++++++++++++++++++++++++++++
 1 file changed, 115 insertions(+)
 create mode 100644 components/filings.py

(limited to 'components/filings.py')

diff --git a/components/filings.py b/components/filings.py
new file mode 100644
index 0000000..d366a2b
--- /dev/null
+++ b/components/filings.py
@@ -0,0 +1,115 @@
+"""SEC filings — recent 10-K, 10-Q, 8-K and other forms with direct links."""
+import pandas as pd
+import streamlit as st
+
+from services.fmp_service import get_sec_filings
+
+
+_FORM_DESCRIPTIONS = {
+    "10-K": "Annual report",
+    "10-Q": "Quarterly report",
+    "8-K": "Material event disclosure",
+    "DEF 14A": "Proxy statement",
+    "S-1": "IPO registration",
+    "S-3": "Securities registration",
+    "4": "Insider ownership change",
+    "SC 13G": "Beneficial ownership (passive)",
+    "SC 13D": "Beneficial ownership (active)",
+}
+
+_FORM_COLORS = {
+    "10-K": "rgba(79,142,247,0.15)",
+    "10-Q": "rgba(130,224,170,0.15)",
+    "8-K": "rgba(247,162,79,0.15)",
+}
+
+
+def _describe_form(form_type: str) -> str:
+    return _FORM_DESCRIPTIONS.get(form_type.strip().upper(), "")
+
+
+def render_filings(ticker: str):
+    with st.spinner("Loading SEC filings…"):
+        raw = get_sec_filings(ticker)
+
+    if not raw:
+        st.info("No SEC filing data available. Requires FMP API key.")
+        return
+
+    # Collect unique form types for filter
+    form_types = sorted({str(r.get("type") or r.get("form") or "").strip() for r in raw if r.get("type") or r.get("form")})
+    filter_options = ["All"] + [t for t in ["10-K", "10-Q", "8-K"] if t in form_types] + \
+                     [t for t in form_types if t not in ("10-K", "10-Q", "8-K")]
+
+    filter_col, _ = st.columns([1, 3])
+    with filter_col:
+        selected_type = st.selectbox("Form type", options=filter_options, index=0, key="filings_filter")
+
+    # Summary counts
+    counts = {}
+    for r in raw:
+        ft = str(r.get("type") or r.get("form") or "Other").strip()
+        counts[ft] = counts.get(ft, 0) + 1
+
+    priority_forms = ["10-K", "10-Q", "8-K"]
+    summary_forms = [f for f in priority_forms if f in counts]
+    if summary_forms:
+        cols = st.columns(len(summary_forms))
+        for col, ft in zip(cols, summary_forms):
+            col.metric(ft, counts[ft])
+    st.write("")
+
+    # Filter
+    if selected_type == "All":
+        filtered = raw
+    else:
+        filtered = [
+            r for r in raw
+            if str(r.get("type") or r.get("form") or "").strip() == selected_type
+        ]
+
+    if not filtered:
+        st.info("No filings match the current filter.")
+        return
+
+    # Build display table
+    rows = []
+    for item in filtered:
+        form_type = str(item.get("type") or item.get("form") or "—").strip()
+        date = str(item.get("filingDate") or item.get("date") or "")[:10]
+        description = item.get("description") or _describe_form(form_type) or "—"
+        url = item.get("link") or item.get("finalLink") or item.get("url") or ""
+        rows.append({
+            "Date": date,
+            "Form": form_type,
+            "Description": description,
+            "Link": url,
+        })
+
+    df = pd.DataFrame(rows)
+
+    # Render as clickable table — Streamlit doesn't natively support link columns,
+    # so we render each row as a compact card for the most recent 30 entries.
+    for _, row in df.head(30).iterrows():
+        form = row["Form"]
+        color = _FORM_COLORS.get(form, "rgba(255,255,255,0.05)")
+        date = row["Date"]
+        desc = row["Description"]
+        link = row["Link"]
+
+        with st.container():
+            left, right = st.columns([5, 1])
+            with left:
+                st.markdown(
+                    f"<div style='background:{color};padding:6px 10px;border-radius:4px;margin-bottom:2px'>"
+                    f"<strong>{form}</strong> &nbsp;·&nbsp; <span style='color:#9aa0b0;font-size:0.82rem'>{date}</span><br>"
+                    f"<span style='font-size:0.85rem'>{desc}</span>"
+                    f"</div>",
+                    unsafe_allow_html=True,
+                )
+            with right:
+                if link:
+                    st.markdown(
+                        f"<div style='padding-top:8px'><a href='{link}' target='_blank'>🔗 View</a></div>",
+                        unsafe_allow_html=True,
+                    )
-- 
cgit v1.3-2-g0d8e