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"""Company overview tab rendered as a client-side HTML surface."""
from datetime import datetime
from html import escape as _esc
import pandas as pd
import streamlit as st
import streamlit.components.v1 as components
from services.data_service import get_company_info, get_latest_price, get_price_history
from utils.security import json_for_script
PERIODS = {"1mo": "1M", "3mo": "3M", "6mo": "6M", "1y": "1Y", "5y": "5Y"}
SECTOR_ETF_MAP = {
"Technology": "XLK",
"Communication Services": "XLC",
"Consumer Cyclical": "XLY",
"Consumer Defensive": "XLP",
"Financial Services": "XLF",
"Healthcare": "XLV",
"Industrials": "XLI",
"Energy": "XLE",
"Utilities": "XLU",
"Real Estate": "XLRE",
"Basic Materials": "XLB",
}
INDUSTRY_PEER_MAP = {
"consumer electronics": ["SONY", "DELL", "HPQ"],
"software - infrastructure": ["MSFT", "ORCL", "CRM"],
"semiconductors": ["NVDA", "AMD", "AVGO"],
"internet content & information": ["GOOGL", "META", "RDDT"],
"banks - diversified": ["JPM", "BAC", "WFC"],
"credit services": ["V", "MA", "AXP"],
"insurance - diversified": ["BRK-B", "AIG", "ALL"],
"reit - industrial": ["PLD", "PSA", "EXR"],
}
SECTOR_PEER_MAP = {
"Technology": ["AAPL", "MSFT", "NVDA"],
"Communication Services": ["GOOGL", "META", "NFLX"],
"Consumer Cyclical": ["AMZN", "TSLA", "HD"],
"Consumer Defensive": ["WMT", "COST", "PG"],
"Financial Services": ["JPM", "BAC", "GS"],
"Healthcare": ["LLY", "UNH", "JNJ"],
"Industrials": ["GE", "CAT", "RTX"],
"Energy": ["XOM", "CVX", "COP"],
"Utilities": ["NEE", "DUK", "SO"],
"Real Estate": ["PLD", "AMT", "EQIX"],
}
_XMAP = {"NYQ": "NYSE", "NMS": "NASDAQ", "NGM": "NASDAQ", "NCM": "NASDAQ", "ASE": "AMEX"}
def _to_float(val):
try:
n = float(val)
except (TypeError, ValueError):
return None
if pd.isna(n):
return None
return n
def _to_int(val):
try:
n = float(val)
except (TypeError, ValueError):
return None
if pd.isna(n):
return None
return int(round(n))
def _series_points(symbol: str, period: str) -> list[dict]:
hist = get_price_history(symbol, period=period)
if hist is None or hist.empty or "Close" not in hist.columns:
return []
closes = pd.to_numeric(hist["Close"], errors="coerce")
out = []
for idx, v in closes.dropna().items():
ts = idx.strftime("%Y-%m-%d")
out.append({"d": ts, "c": float(v)})
return out
def _build_signals(info: dict) -> list[dict]:
signals = []
pe = _to_float(info.get("trailingPE"))
if pe is not None and pe > 0:
if pe < 15:
signals.append({"k": "Valuation", "state": "pos", "v": "P/E " + "{:.1f}".format(pe) + "x", "d": "Attractive multiple"})
elif pe < 30:
signals.append({"k": "Valuation", "state": "warn", "v": "P/E " + "{:.1f}".format(pe) + "x", "d": "Middle of range"})
else:
signals.append({"k": "Valuation", "state": "neg", "v": "P/E " + "{:.1f}".format(pe) + "x", "d": "Premium multiple"})
else:
signals.append({"k": "Valuation", "state": "neu", "v": "P/E unavailable", "d": "No trailing earnings"})
rev_growth = _to_float(info.get("revenueGrowth"))
if rev_growth is not None:
if rev_growth > 0.10:
state = "pos"
desc = "Strong top-line growth"
elif rev_growth >= 0:
state = "warn"
desc = "Low but positive growth"
else:
state = "neg"
desc = "Contracting revenue"
signals.append({"k": "Growth", "state": state, "v": "{:+.0f}%".format(rev_growth * 100.0), "d": desc})
margin = _to_float(info.get("profitMargins"))
if margin is not None:
if margin > 0.15:
state = "pos"
desc = "High net margin"
elif margin > 0.05:
state = "warn"
desc = "Moderate net margin"
else:
state = "neg"
desc = "Thin or negative margin"
signals.append({"k": "Profit", "state": state, "v": "{:.0f}%".format(margin * 100.0), "d": desc})
de = _to_float(info.get("debtToEquity"))
if de is not None:
de_x = de / 100.0
if de_x < 0.5:
state = "pos"
desc = "Low leverage"
elif de_x < 2.0:
state = "warn"
desc = "Moderate leverage"
else:
state = "neg"
desc = "High leverage"
signals.append({"k": "Leverage", "state": state, "v": "D/E " + "{:.2f}".format(de_x) + "x", "d": desc})
price = _to_float(info.get("currentPrice") or info.get("regularMarketPrice"))
high52 = _to_float(info.get("fiftyTwoWeekHigh"))
if price is not None and high52 is not None and high52 > 0:
from_high = (price - high52) / high52 * 100.0
if from_high > -10:
state = "pos"
desc = "Near 52-week highs"
elif from_high > -25:
state = "warn"
desc = "Mid-range momentum"
else:
state = "neg"
desc = "Far below highs"
signals.append({"k": "Momentum", "state": state, "v": "{:+.0f}%".format(from_high), "d": desc})
short_pct = _to_float(info.get("shortPercentOfFloat"))
if short_pct is not None:
if short_pct < 0.05:
state = "pos"
desc = "Low crowding"
elif short_pct < 0.15:
state = "warn"
desc = "Moderate crowding"
else:
state = "neg"
desc = "Elevated crowding"
signals.append({"k": "Short Int.", "state": state, "v": "{:.1f}%".format(short_pct * 100.0), "d": desc})
return signals
def _comparison_list(ticker: str, info: dict) -> list[dict]:
out = [{"label": "S&P 500", "symbol": "^GSPC"}]
sector = str(info.get("sector") or "").strip()
industry = str(info.get("industry") or "").strip().lower()
etf = SECTOR_ETF_MAP.get(sector)
if etf:
out.append({"label": sector + " ETF", "symbol": etf})
peers = INDUSTRY_PEER_MAP.get(industry) or SECTOR_PEER_MAP.get(sector) or []
for p in peers:
pp = str(p).upper()
if pp != ticker.upper():
out.append({"label": pp, "symbol": pp})
deduped = []
seen = set()
for row in out:
sym = row["symbol"]
if sym not in seen:
deduped.append(row)
seen.add(sym)
return deduped[:6]
def render_overview(ticker: str):
info = get_company_info(ticker) or {}
if not info:
st.error("Could not load data for this ticker.")
return
tkr = str(ticker or "").upper()
name = str(info.get("longName") or info.get("shortName") or tkr)
sector = str(info.get("sector") or "") or None
industry = str(info.get("industry") or "") or None
exchange_raw = str(info.get("exchange") or "")
exchange = _XMAP.get(exchange_raw, exchange_raw) or None
price = _to_float(info.get("currentPrice") or info.get("regularMarketPrice") or get_latest_price(ticker))
prev_close = _to_float(info.get("regularMarketPreviousClose") or info.get("previousClose"))
comparisons = _comparison_list(tkr, info)
symbols = [tkr]
for c in comparisons:
sym = c.get("symbol")
if sym and sym not in symbols:
symbols.append(sym)
series = {}
for period in PERIODS.keys():
bucket = {}
for sym in symbols:
pts = _series_points(sym, period)
if pts:
bucket[sym] = pts
series[period] = bucket
short_pct = _to_float(info.get("shortPercentOfFloat"))
short_ratio = _to_float(info.get("shortRatio"))
shares_short = _to_int(info.get("sharesShort"))
shares_short_prior = _to_int(info.get("sharesShortPriorMonth"))
short_delta_pct = None
if shares_short is not None and shares_short_prior is not None and shares_short_prior > 0:
short_delta_pct = (float(shares_short) - float(shares_short_prior)) / float(shares_short_prior)
payload = {
"ticker": tkr,
"name": name,
"sector": sector,
"industry": industry,
"exchange": exchange,
"price": price,
"prev_close": prev_close,
"signals": _build_signals(info),
"stats": {
"marketCap": _to_float(info.get("marketCap")),
"trailingPE": _to_float(info.get("trailingPE")),
"trailingEps": _to_float(info.get("trailingEps")),
"volume": _to_float(info.get("volume")),
"averageVolume": _to_float(info.get("averageVolume")),
"beta": _to_float(info.get("beta")),
},
"range_52w": {
"low": _to_float(info.get("fiftyTwoWeekLow")),
"high": _to_float(info.get("fiftyTwoWeekHigh")),
"price": price,
},
"short_interest": {
"shortPercentOfFloat": short_pct,
"shortRatio": short_ratio,
"sharesShort": shares_short,
"sharesShortPriorMonth": shares_short_prior,
"sharesShortDeltaPct": short_delta_pct,
},
"comparisons": comparisons,
"series": series,
}
meta = {
"updated_label": datetime.now().strftime("%Y-%m-%d %H:%M"),
"default_period": "1y",
"default_mode": "price",
"default_comparisons": ["^GSPC"],
}
payload_js = "const OVERVIEW_DATA=" + json_for_script(payload) + ";"
meta_js = "const OVERVIEW_META=" + json_for_script(meta) + ";"
if price is not None and prev_close is not None and prev_close > 0:
chg_pct = (price - prev_close) / prev_close * 100.0
chg_sign = "+" if chg_pct >= 0 else ""
chg_arrow = "▲" if chg_pct >= 0 else "▼"
chg_str = chg_arrow + " " + chg_sign + "{:.2f}%".format(chg_pct)
chg_cls = "chg-pos" if chg_pct >= 0 else "chg-neg"
else:
chg_str = "—"
chg_cls = ""
price_str = "${:,.2f}".format(price) if price is not None else "—"
co_name = _esc(name)
plotly_cdn = "<script src='https://cdn.plot.ly/plotly-2.27.0.min.js'></script>"
_ROOT = (
"<style>*,*::before,*::after{box-sizing:border-box}"
":root{"
"--ink-0:#0B0E13;--ink-1:#11151C;--ink-2:#181D26;--ink-3:#222934;--ink-4:#2C3340;"
"--line-1:#232934;--line-2:#2E3645;--line-3:#3D4658;"
"--fg-1:#F2ECDC;--fg-2:#C7C0AE;--fg-3:#8E8676;--fg-4:#5E5849;"
"--brass:#C2AA7A;--brass-bright:#DCC79E;--brass-deep:#8F7A50;--brass-ink:#17120A;"
"--oxford:#1F3D5C;--oxford-light:#2E5A87;"
"--positive:#4F8C5E;--positive-bg:#15241A;--negative:#B5494B;--negative-bg:#2A1517;"
"--warning:#C49545;--warning-bg:#2A1F0F;--info:#4A78B5;--info-bg:#11202E;"
"--font-display:'EB Garamond',Georgia,serif;"
"--font-sans:'IBM Plex Sans','Helvetica Neue',system-ui,sans-serif;"
"--font-mono:'IBM Plex Mono','SF Mono',Menlo,monospace;"
"--fs-12:0.75rem;--fs-13:0.8125rem;--fs-14:0.875rem;--fs-16:1rem;--fs-18:1.125rem;"
"--fs-20:1.25rem;--fs-24:1.5rem;--fs-30:1.875rem;--fs-38:2.375rem;"
"--tr-wider:0.12em;--tr-wide:0.04em;--tr-tight:-0.02em;"
"--sp-1:4px;--sp-2:8px;--sp-3:12px;--sp-4:16px;--sp-5:24px;--sp-6:32px;--sp-7:48px;"
"--r-1:2px;--r-2:4px;--r-3:6px;--r-full:999px;"
"--shadow-1:0 1px 3px rgba(0,0,0,0.4);"
"}"
"html,body{margin:0;padding:0;background:var(--ink-0);color:var(--fg-2);"
"font-family:var(--font-sans);font-size:14px;-webkit-font-smoothing:antialiased}"
"</style>"
)
fonts_link = (
"<link rel='preconnect' href='https://fonts.googleapis.com'>"
"<link href='https://fonts.googleapis.com/css2?family=EB+Garamond:ital,wght@0,400;0,500;1,400;1,500"
"&family=IBM+Plex+Mono:wght@300;400;500;600&family=IBM+Plex+Sans:wght@300;400;500;600&display=swap'"
" rel='stylesheet'>"
)
_OV_CSS = """<style>
.ov-wrap{background:var(--ink-0);min-height:100vh}
.num{font-family:var(--font-mono);font-variant-numeric:tabular-nums}
.eyebrow-lbl{font-family:var(--font-sans);font-size:var(--fs-12);text-transform:uppercase;letter-spacing:var(--tr-wider);color:var(--fg-3);font-weight:600}
.val-ctx{display:flex;align-items:center;gap:var(--sp-4);padding:var(--sp-3) var(--sp-5);border-bottom:1px solid var(--line-1);background:var(--ink-1)}
.val-ctx .sym{font-family:var(--font-display);font-size:var(--fs-24);font-weight:500;letter-spacing:var(--tr-tight)}
.val-ctx .name{font-family:var(--font-display);font-style:italic;font-size:var(--fs-16);color:var(--fg-2);margin-left:calc(-1 * var(--sp-1));white-space:nowrap;overflow:hidden;text-overflow:ellipsis;max-width:48ch}
.val-ctx .eyebrow-ctx{font-family:var(--font-sans);font-size:var(--fs-12);text-transform:uppercase;letter-spacing:var(--tr-wider);color:var(--fg-3);font-weight:600;white-space:nowrap}
.val-ctx .meta{display:flex;gap:var(--sp-4);margin-left:auto;font-family:var(--font-mono);font-size:var(--fs-12);color:var(--fg-3)}
.val-ctx .meta span{white-space:nowrap}
.val-ctx .meta .px{color:var(--fg-1);font-size:var(--fs-14)}
.val-ctx .meta .chg-pos{color:var(--positive)}
.val-ctx .meta .chg-neg{color:var(--negative)}
.ov-body{padding:var(--sp-5);display:flex;flex-direction:column;gap:var(--sp-4)}
.ov-lede{display:grid;grid-template-columns:1.6fr 1fr;gap:var(--sp-5);align-items:stretch;background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-3);padding:var(--sp-5)}
.ov-lede .left{display:flex;flex-direction:column;gap:var(--sp-2)}
.ov-lede .ttl{font-family:var(--font-display);font-size:var(--fs-30);font-weight:500;letter-spacing:var(--tr-tight);line-height:1.1;color:var(--fg-1);margin:var(--sp-1) 0 0}
.ov-lede .sub{font-family:var(--font-sans);font-size:var(--fs-13);color:var(--fg-2);line-height:1.55;max-width:68ch;margin:0}
.ov-lede .right{display:grid;grid-template-columns:repeat(3,1fr);gap:var(--sp-3);align-content:end}
.kr-source{display:flex;flex-direction:column;gap:2px;padding:var(--sp-3) var(--sp-4);background:var(--ink-2);border:1px solid var(--line-1);border-radius:var(--r-2)}
.kr-source .lbl{font-family:var(--font-sans);font-size:10px;text-transform:uppercase;letter-spacing:var(--tr-wider);color:var(--fg-3);font-weight:600}
.kr-source .v{font-family:var(--font-mono);font-size:var(--fs-14);font-variant-numeric:tabular-nums;color:var(--fg-1);font-weight:500}
.ov-signals{display:grid;grid-template-columns:repeat(6,1fr);gap:var(--sp-3)}
.ov-sig{background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-3);padding:var(--sp-3) var(--sp-4);display:flex;flex-direction:column;gap:var(--sp-1)}
.ov-sig .k{font-family:var(--font-sans);font-size:10px;text-transform:uppercase;letter-spacing:var(--tr-wider);color:var(--fg-4);font-weight:600}
.ov-sig .v{font-family:var(--font-mono);font-size:var(--fs-14);font-variant-numeric:tabular-nums;color:var(--fg-1)}
.ov-sig .d{font-family:var(--font-sans);font-size:var(--fs-12);color:var(--fg-3)}
.ov-sig.pos{border-color:var(--positive)}
.ov-sig.pos .v{color:var(--positive)}
.ov-sig.warn{border-color:var(--warning)}
.ov-sig.warn .v{color:var(--warning)}
.ov-sig.neg{border-color:var(--negative)}
.ov-sig.neg .v{color:var(--negative)}
.ov-sig.neu .v{color:var(--fg-3)}
.ov-kpis{display:grid;grid-template-columns:repeat(6,1fr);gap:var(--sp-3)}
.ov-kpi{background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-3);padding:var(--sp-3) var(--sp-4);display:flex;flex-direction:column;gap:var(--sp-1)}
.ov-kpi .lbl{font-family:var(--font-mono);font-size:10px;text-transform:uppercase;letter-spacing:var(--tr-wider);color:var(--fg-4)}
.ov-kpi .v{font-family:var(--font-mono);font-size:var(--fs-24);font-variant-numeric:tabular-nums;color:var(--fg-1);line-height:1.1}
.ov-range-short{display:grid;grid-template-columns:1fr 1fr;gap:var(--sp-4)}
.ov-card{background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-3);padding:var(--sp-4)}
.ov-card .hd{font-family:var(--font-sans);font-size:var(--fs-12);font-weight:600;letter-spacing:var(--tr-wider);text-transform:uppercase;color:var(--fg-3);margin-bottom:var(--sp-3)}
.range-grid{display:grid;grid-template-columns:1fr auto 1fr;align-items:center;gap:var(--sp-2);margin-bottom:var(--sp-2)}
.range-grid .edge{font-family:var(--font-mono);font-size:var(--fs-12);color:var(--fg-3)}
.range-grid .mid{font-family:var(--font-mono);font-size:var(--fs-14);color:var(--brass-bright)}
.range-rail{position:relative;height:4px;border-radius:var(--r-full);background:var(--line-2)}
.range-fill{position:absolute;left:0;top:0;height:100%;border-radius:var(--r-full);background:var(--brass)}
.range-pin{position:absolute;top:-4px;width:2px;height:12px;border-radius:var(--r-1);background:var(--brass-bright)}
.range-meta{display:flex;justify-content:space-between;font-family:var(--font-mono);font-size:var(--fs-12);color:var(--fg-3);margin-top:var(--sp-2)}
.short-grid{display:grid;grid-template-columns:repeat(2,1fr);gap:var(--sp-3)}
.short-cell{padding:var(--sp-2) var(--sp-3);border:1px solid var(--line-1);border-radius:var(--r-2);background:var(--ink-2)}
.short-cell .lbl{font-family:var(--font-sans);font-size:10px;letter-spacing:var(--tr-wider);text-transform:uppercase;color:var(--fg-4)}
.short-cell .v{font-family:var(--font-mono);font-size:var(--fs-14);color:var(--fg-1)}
.short-cell .delta-pos{color:var(--positive)}
.short-cell .delta-neg{color:var(--negative)}
.ov-controls{display:grid;grid-template-columns:1fr 1fr 1.2fr;gap:var(--sp-3);padding:var(--sp-3) var(--sp-4);background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-3)}
.ctl-group{display:flex;align-items:center;gap:var(--sp-2);flex-wrap:wrap}
.ctl-lbl{font-family:var(--font-mono);font-size:10px;letter-spacing:var(--tr-wider);text-transform:uppercase;color:var(--fg-4);margin-right:var(--sp-2)}
.ctl-btn{font-family:var(--font-sans);font-size:var(--fs-12);font-weight:500;padding:5px 14px;border-radius:var(--r-2);border:1px solid var(--line-2);background:var(--ink-2);color:var(--fg-3);cursor:pointer;letter-spacing:var(--tr-wide)}
.ctl-btn:hover{background:var(--ink-3);color:var(--fg-2)}
.ctl-btn.active{background:var(--ink-3);color:var(--brass);border-color:var(--brass-deep)}
.comp-wrap{display:flex;align-items:center;gap:var(--sp-2);flex-wrap:wrap}
.comp-btn{font-family:var(--font-sans);font-size:var(--fs-12);padding:4px 10px;border-radius:var(--r-full);border:1px solid var(--line-2);background:var(--ink-2);color:var(--fg-3);cursor:pointer}
.comp-btn.active{color:var(--brass);border-color:var(--brass-deep);background:var(--ink-3)}
.comp-wrap.hidden{display:none}
.ov-chart-card{background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-3);padding:var(--sp-2)}
#ov-chart{height:320px}
.ov-readout{background:var(--ink-1);border:1px solid var(--line-1);border-radius:var(--r-2);padding:var(--sp-3) var(--sp-4);font-family:var(--font-sans);font-size:var(--fs-13);color:var(--fg-2)}
.va-foot{font-family:var(--font-sans);font-size:var(--fs-12);color:var(--fg-3);line-height:1.6;padding:var(--sp-3) var(--sp-5);border:1px solid var(--line-1);border-radius:var(--r-2);background:var(--ink-1)}
@media (max-width:1100px){
.ov-lede,.ov-range-short{grid-template-columns:1fr}
.ov-lede .right{grid-template-columns:1fr}
.ov-signals{grid-template-columns:1fr 1fr 1fr}
.ov-kpis{grid-template-columns:1fr 1fr 1fr}
.ov-controls{grid-template-columns:1fr}
}
</style>"""
ctx_html = (
'<div class="val-ctx">'
+ '<span class="sym">'
+ _esc(tkr)
+ "</span>"
+ '<span class="name">'
+ co_name
+ "</span>"
+ '<span class="eyebrow-ctx" style="margin-left:12px">Overview</span>'
+ '<div class="meta">'
+ "<span>"
+ _esc(exchange or "—")
+ "</span>"
+ '<span class="px num">'
+ price_str
+ "</span>"
+ '<span class="'
+ chg_cls
+ ' num">'
+ chg_str
+ "</span>"
+ "</div></div>"
)
lede_html = (
'<section class="ov-lede">'
+ '<div class="left">'
+ '<span class="eyebrow-lbl">Snapshot</span>'
+ '<div class="ttl">Business quality, valuation, and positioning</div>'
+ '<p class="sub">A fast company snapshot with valuation and risk signals, core fundamentals, 52-week positioning, short-interest context, and price versus relative performance across multiple windows.</p>'
+ "</div>"
+ '<div class="right">'
+ '<div class="kr-source"><span class="lbl">Source</span><span class="v">yfinance</span></div>'
+ '<div class="kr-source"><span class="lbl">Window</span><span class="v">market + fundamentals</span></div>'
+ '<div class="kr-source"><span class="lbl">Updated</span><span class="v num">'
+ _esc(meta["updated_label"])
+ "</span></div>"
+ "</div></section>"
)
controls_html = (
'<section class="ov-controls">'
+ '<div class="ctl-group">'
+ '<span class="ctl-lbl">Period</span>'
+ '<button class="ctl-btn" id="btn-p-1mo" onclick="setPeriod(\'1mo\',this)">1M</button>'
+ '<button class="ctl-btn" id="btn-p-3mo" onclick="setPeriod(\'3mo\',this)">3M</button>'
+ '<button class="ctl-btn" id="btn-p-6mo" onclick="setPeriod(\'6mo\',this)">6M</button>'
+ '<button class="ctl-btn active" id="btn-p-1y" onclick="setPeriod(\'1y\',this)">1Y</button>'
+ '<button class="ctl-btn" id="btn-p-5y" onclick="setPeriod(\'5y\',this)">5Y</button>'
+ "</div>"
+ '<div class="ctl-group">'
+ '<span class="ctl-lbl">Mode</span>'
+ '<button class="ctl-btn active" id="btn-m-price" onclick="setMode(\'price\',this)">Price</button>'
+ '<button class="ctl-btn" id="btn-m-relative" onclick="setMode(\'relative\',this)">Relative</button>'
+ "</div>"
+ '<div class="comp-wrap hidden" id="ov-comps"></div>'
+ "</section>"
)
foot_html = (
'<div class="va-foot">'
+ "Overview data provided by Yahoo Finance via yfinance · Relative performance is rebased to 0% at period start · Some fields may be unavailable for certain tickers"
+ "</div>"
)
js = (
"<script>"
+ payload_js
+ meta_js
+ "var activePeriod='1y';var activeMode='price';var activeComparisons=['^GSPC'];"
+ "function cssVar(n){return getComputedStyle(document.documentElement).getPropertyValue(n).trim();}"
+ "function withAlpha(hex,a){if(!hex||hex.charAt(0)!=='#'||hex.length!==7)return 'rgba(0,0,0,'+a+')';var r=parseInt(hex.substring(1,3),16),g=parseInt(hex.substring(3,5),16),b=parseInt(hex.substring(5,7),16);return 'rgba('+r+','+g+','+b+','+a+')';}"
+ "var C_FG1=cssVar('--fg-1');var C_FG2=cssVar('--fg-2');var C_FG3=cssVar('--fg-3');var C_LINE=cssVar('--line-1');var C_BRASS=cssVar('--brass');var C_BRASS_B=cssVar('--brass-bright');var C_POS=cssVar('--positive');var C_NEG=cssVar('--negative');var C_WARN=cssVar('--warning');var C_INFO=cssVar('--info');"
+ "var REL_COLORS=[C_BRASS,C_POS,C_INFO,C_WARN,C_NEG,cssVar('--oxford-light')];"
+ "function asNum(v){if(v===null||v===undefined||v==='')return null;var n=Number(v);return isFinite(n)?n:null;}"
+ "function esc(s){if(s===null||s===undefined)return '';return String(s).replace(/&/g,'&').replace(/</g,'<').replace(/>/g,'>');}"
+ "function fmtInt(v){var n=asNum(v);if(n===null)return '—';return Math.round(n).toLocaleString();}"
+ "function fmtRatio(v,d){var n=asNum(v);if(n===null)return '—';return n.toFixed(d);};"
+ "function fmtCurrency(v,d){var n=asNum(v);if(n===null)return '—';return '$'+n.toLocaleString(undefined,{minimumFractionDigits:d,maximumFractionDigits:d});}"
+ "function fmtLarge(v){var n=asNum(v);if(n===null)return '—';var a=Math.abs(n);if(a>=1e12)return (n<0?'-':'')+(a/1e12).toFixed(2)+'T';if(a>=1e9)return (n<0?'-':'')+(a/1e9).toFixed(2)+'B';if(a>=1e6)return (n<0?'-':'')+(a/1e6).toFixed(1)+'M';if(a>=1e3)return (n<0?'-':'')+(a/1e3).toFixed(1)+'K';return String(Math.round(n));}"
+ "function periodLabel(p){return ({'1mo':'1M','3mo':'3M','6mo':'6M','1y':'1Y','5y':'5Y'})[p]||p;}"
+ "function getSeries(sym){var b=((OVERVIEW_DATA.series||{})[activePeriod]||{});return b[sym]||[];}"
+ "function toTraceData(list){var x=[],y=[];list.forEach(function(r){if(r&&r.d&&r.c!==null&&r.c!==undefined){x.push(r.d);y.push(Number(r.c));}});return {x:x,y:y};}"
+ "function rebased(list){var clean=[];list.forEach(function(r){if(r&&r.d&&r.c!==null&&r.c!==undefined){clean.push({d:r.d,c:Number(r.c)});}});if(!clean.length)return {x:[],y:[]};var base=clean[0].c;if(!isFinite(base)||base<=0)return {x:[],y:[]};var x=[],y=[];clean.forEach(function(r){x.push(r.d);y.push(((r.c/base)-1)*100);});return {x:x,y:y};}"
+ "function renderSignals(){var arr=OVERVIEW_DATA.signals||[];var html='';arr.forEach(function(s){var st=s.state||'neu';html+='<div class=\"ov-sig '+st+'\"><div class=\"k\">'+esc(s.k||'')+'</div><div class=\"v num\">'+esc(s.v||'—')+'</div><div class=\"d\">'+esc(s.d||'')+'</div></div>';});if(!html){html='<div class=\"ov-sig neu\"><div class=\"k\">Signals</div><div class=\"v num\">—</div><div class=\"d\">No fundamentals available.</div></div>';}document.getElementById('ov-signals').innerHTML=html;}"
+ "function renderKpis(){var s=OVERVIEW_DATA.stats||{};var rows=[['Market Cap',fmtLarge(s.marketCap)],['P/E (TTM)',fmtRatio(s.trailingPE,2)],['EPS (TTM)',fmtCurrency(s.trailingEps,2)],['Volume',fmtLarge(s.volume)],['Avg Volume',fmtLarge(s.averageVolume)],['Beta',fmtRatio(s.beta,2)]];var html='';rows.forEach(function(r){html+='<div class=\"ov-kpi\"><div class=\"lbl\">'+r[0]+'</div><div class=\"v num\">'+r[1]+'</div></div>';});document.getElementById('ov-kpis').innerHTML=html;}"
+ "function renderRangeCard(){var rg=OVERVIEW_DATA.range_52w||{};var lo=asNum(rg.low),hi=asNum(rg.high),px=asNum(rg.price);if(lo===null||hi===null||px===null||!(hi>lo)){document.getElementById('ov-range').innerHTML='<div class=\"short-cell\"><div class=\"lbl\">52W Range</div><div class=\"v num\">Unavailable</div></div>';return;}var pct=Math.max(0,Math.min(100,((px-lo)/(hi-lo))*100));var fromLow=((px-lo)/lo)*100;var toHigh=((hi-px)/px)*100;var html='';html+='<div class=\"range-grid\"><div class=\"edge num\">'+fmtCurrency(lo,2)+'</div><div class=\"mid num\">'+fmtCurrency(px,2)+'</div><div class=\"edge num\" style=\"text-align:right\">'+fmtCurrency(hi,2)+'</div></div>';html+='<div class=\"range-rail\"><div class=\"range-fill\" style=\"width:'+pct+'%\"></div><div class=\"range-pin\" style=\"left:calc('+pct+'% - 1px)\"></div></div>';html+='<div class=\"range-meta\"><span class=\"num\">'+fromLow.toFixed(1)+'% from low</span><span class=\"num\">'+toHigh.toFixed(1)+'% to high</span></div>';document.getElementById('ov-range').innerHTML=html;}"
+ "function renderShortCard(){var s=OVERVIEW_DATA.short_interest||{};var d=s.sharesShortDeltaPct;var dCls='';var dTxt='—';if(asNum(d)!==null){dCls=d>=0?'delta-pos':'delta-neg';dTxt=(d>=0?'+':'')+(d*100).toFixed(1)+'%';}var rows=[['Short % Float',asNum(s.shortPercentOfFloat)===null?'—':(s.shortPercentOfFloat*100).toFixed(2)+'%'],['Days to Cover',asNum(s.shortRatio)===null?'—':Number(s.shortRatio).toFixed(2)],['Shares Short',fmtInt(s.sharesShort)],['Vs Prior Month',dTxt,dCls]];var html='';rows.forEach(function(r){html+='<div class=\"short-cell\"><div class=\"lbl\">'+r[0]+'</div><div class=\"v num '+(r[2]||'')+'\">'+r[1]+'</div></div>';});document.getElementById('ov-short').innerHTML=html;}"
+ "function renderCompButtons(){var root=document.getElementById('ov-comps');var arr=OVERVIEW_DATA.comparisons||[];var html='<span class=\"ctl-lbl\">Compare</span>';arr.forEach(function(c){var sym=c.symbol||'';var act=activeComparisons.indexOf(sym)>=0;html+='<button class=\"comp-btn '+(act?'active':'')+'\" onclick=\"toggleComparison(\\\''+sym+'\\\',this)\">'+esc(c.label||sym)+'</button>';});root.innerHTML=html;root.classList.toggle('hidden',activeMode!=='relative'||arr.length===0);}"
+ "function setPeriod(period,btn){activePeriod=period;document.querySelectorAll('[id^=btn-p-]').forEach(function(b){b.classList.remove('active');});if(btn)btn.classList.add('active');refreshAll();}"
+ "function setMode(mode,btn){activeMode=mode;document.querySelectorAll('[id^=btn-m-]').forEach(function(b){b.classList.remove('active');});if(btn)btn.classList.add('active');renderCompButtons();renderChart();renderReadout();}"
+ "function toggleComparison(sym,btn){var i=activeComparisons.indexOf(sym);if(i>=0){activeComparisons.splice(i,1);}else{activeComparisons.push(sym);}if(!activeComparisons.length){activeComparisons=['^GSPC'];}renderCompButtons();renderChart();renderReadout();}"
+ "function renderChart(){if(typeof Plotly==='undefined'){return;}var tkr=OVERVIEW_DATA.ticker;var base=getSeries(tkr);var traces=[];if(activeMode==='price'){var p=toTraceData(base);traces.push({x:p.x,y:p.y,type:'scatter',mode:'lines',name:tkr,line:{color:C_BRASS,width:2.2},fill:'tozeroy',fillcolor:withAlpha(C_BRASS,0.10)});}else{var p2=rebased(base);traces.push({x:p2.x,y:p2.y,type:'scatter',mode:'lines',name:tkr,line:{color:C_BRASS,width:2.4}});var idx=1;activeComparisons.forEach(function(sym){if(sym===tkr)return;var rr=rebased(getSeries(sym));if(!rr.x.length)return;var label=sym;var comps=OVERVIEW_DATA.comparisons||[];for(var i=0;i<comps.length;i+=1){if(comps[i].symbol===sym){label=comps[i].label||sym;break;}}traces.push({x:rr.x,y:rr.y,type:'scatter',mode:'lines',name:label,line:{color:REL_COLORS[idx%REL_COLORS.length],width:1.8}});idx+=1;});}var layout={height:320,margin:{l:52,r:14,t:14,b:34},paper_bgcolor:'rgba(0,0,0,0)',plot_bgcolor:'rgba(0,0,0,0)',hovermode:'x unified',font:{family:'IBM Plex Mono',color:C_FG3},xaxis:{showgrid:false,zeroline:false,tickfont:{family:'IBM Plex Mono'}},yaxis:{showgrid:true,gridcolor:C_LINE,zeroline:(activeMode==='relative'),zerolinecolor:C_LINE,tickprefix:(activeMode==='price'?'$':''),ticksuffix:(activeMode==='relative'?'%':''),tickformat:(activeMode==='relative'?'.1f':',.2f')},legend:{orientation:'h',x:0,y:1.12,bgcolor:'rgba(0,0,0,0)',font:{family:'IBM Plex Mono',color:C_FG2,size:11}}};Plotly.react('ov-chart',traces,layout,{displayModeBar:false,responsive:true});}"
+ "function renderReadout(){var rg=OVERVIEW_DATA.range_52w||{};var lo=asNum(rg.low),hi=asNum(rg.high),px=asNum(rg.price);var txt='';if(lo!==null&&hi!==null&&px!==null&&hi>lo&&px>0){var above=((px-lo)/lo)*100;var below=((hi-px)/px)*100;txt='Stock is '+above.toFixed(1)+'% above 52-week low and '+below.toFixed(1)+'% below 52-week high.';}if(activeMode==='relative'){var t=rebased(getSeries(OVERVIEW_DATA.ticker));var tLast=t.y.length?t.y[t.y.length-1]:null;var sp=rebased(getSeries('^GSPC'));var spLast=sp.y.length?sp.y[sp.y.length-1]:null;if(tLast!==null&&spLast!==null){txt='Relative over '+periodLabel(activePeriod)+': '+OVERVIEW_DATA.ticker+' '+(tLast>=0?'+':'')+tLast.toFixed(1)+'% vs S&P 500 '+(spLast>=0?'+':'')+spLast.toFixed(1)+'%.';}}if(!txt){txt='Data is limited for this ticker and selected period, but chart controls remain available.';}document.getElementById('ov-readout').textContent=txt;}"
+ "function refreshAll(){renderSignals();renderKpis();renderRangeCard();renderShortCard();renderCompButtons();renderChart();renderReadout();}"
+ "function bootOverview(){refreshAll();if(typeof Plotly==='undefined'){setTimeout(refreshAll,350);setTimeout(refreshAll,900);}}"
+ "if(document.readyState==='loading'){document.addEventListener('DOMContentLoaded',bootOverview);}else{bootOverview();}"
+ "</script>"
)
height = 1950 # extra ~470px buffer for responsive single-column collapse at <1100px
doc = (
"<!doctype html><html><head><meta charset='utf-8'>"
+ "<meta name='viewport' content='width=device-width, initial-scale=1'>"
+ fonts_link
+ plotly_cdn
+ _ROOT
+ _OV_CSS
+ "</head><body>"
+ '<div class="ov-wrap">'
+ ctx_html
+ '<div class="ov-body">'
+ lede_html
+ '<section class="ov-signals" id="ov-signals"></section>'
+ '<section class="ov-kpis" id="ov-kpis"></section>'
+ '<section class="ov-range-short">'
+ '<div class="ov-card"><div class="hd">52-Week Positioning</div><div id="ov-range"></div></div>'
+ '<div class="ov-card"><div class="hd">Short Interest</div><div class="short-grid" id="ov-short"></div></div>'
+ "</section>"
+ controls_html
+ '<section class="ov-chart-card"><div id="ov-chart"></div></section>'
+ '<section class="ov-readout" id="ov-readout"></section>'
+ foot_html
+ "</div></div>"
+ js
+ "</body></html>"
)
components.html(doc, height=height, scrolling=False)
|
