1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
|
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<style>
body { font-family: sans-serif; max-width: 800px; line-height: 1.6; }
code, pre { font-family: monospace; background: #f4f4f4; padding: 0.2em 0.4em; border-radius: 3px; }
pre { padding: 0.75em 1em; overflow-x: auto; }
pre code { background: none; padding: 0; }
table { border-collapse: collapse; width: 100%; }
th, td { border: 1px solid #ccc; padding: 0.4em 0.75em; text-align: left; }
th { background: #f0f0f0; }
</style>
</head>
<body>
<h1>🔷 Prism</h1>
<p>A local financial analysis dashboard. Enter any stock ticker to get a formatted view of financial statements, valuation metrics, a DCF model, and a news feed — all in your browser.</p>
<hr />
<h2>Features</h2>
<ul>
<li><strong>Market Bar</strong> — Live S&P 500, NASDAQ, DOW, and VIX at the top of every page</li>
<li><strong>Overview</strong> — Price chart (1M / 3M / 6M / 1Y / 5Y), key stats (market cap, P/E, 52W range, beta)</li>
<li><strong>Financials</strong> — Annual and quarterly Income Statement, Balance Sheet, and Cash Flow Statement with year-over-year % change columns</li>
<li><strong>Valuation</strong> — Key ratios grid (P/E, EV/EBITDA, margins, ROE, etc.), interactive DCF model with adjustable WACC and growth rate, comparable companies table</li>
<li><strong>News</strong> — Recent articles with Bullish / Bearish / Neutral sentiment badges and a 7-day sentiment summary</li>
</ul>
<hr />
<h2>Setup</h2>
<h3>1. Clone / navigate to the project</h3>
<pre><code class="language-bash">cd ~/Work/prism
</code></pre>
<h3>2. Activate the virtual environment</h3>
<pre><code class="language-bash">source .venv/bin/activate
</code></pre>
<h3>3. Add API keys</h3>
<pre><code class="language-bash">cp .env.example .env
</code></pre>
<p>Open <code>.env</code> and fill in your keys:</p>
<pre><code>FMP_API_KEY=your_key_here
FINNHUB_API_KEY=your_key_here
</code></pre>
<p>Both are <strong>free</strong>:
- <strong>FMP</strong> (Financial Modeling Prep) — <a href="https://financialmodelingprep.com/developer/docs">financialmodelingprep.com</a> — 250 requests/day
- <strong>Finnhub</strong> — <a href="https://finnhub.io">finnhub.io</a> — 60 requests/minute</p>
<blockquote>
<p><strong>No keys?</strong> The app still works. Price data, financials, and market indices are sourced from <code>yfinance</code> (no key required). Ratios, comps, and news won't load until keys are added.</p>
</blockquote>
<h3>4. Run the app</h3>
<pre><code class="language-bash">streamlit run app.py
</code></pre>
<p>Opens at <code>http://localhost:8501</code></p>
<hr />
<h2>Daily Usage</h2>
<pre><code class="language-bash">cd ~/Work/prism
source .venv/bin/activate
streamlit run app.py
</code></pre>
<hr />
<h2>Project Structure</h2>
<pre><code>prism/
├── app.py # Entry point
├── requirements.txt
├── .env # Your API keys (not committed)
├── .env.example # Key template
├── .streamlit/
│ └── config.toml # Dark theme + layout settings
├── services/
│ ├── data_service.py # yfinance — price, financials, indices
│ ├── fmp_service.py # FMP API — ratios, peers
│ ├── news_service.py # Finnhub — news + sentiment
│ └── valuation_service.py # DCF engine (Gordon Growth Model)
├── components/
│ ├── market_bar.py # Index metrics row
│ ├── overview.py # Company header + price chart
│ ├── financials.py # Statement tables
│ ├── valuation.py # Ratios, DCF, comps
│ └── news.py # News feed
└── utils/
└── formatters.py # Number formatting helpers
</code></pre>
<hr />
<h2>DCF Model Notes</h2>
<p>The DCF model uses <strong>5 years of historical Free Cash Flow</strong> from yfinance to compute an average growth rate, then projects forward using your chosen assumptions:</p>
<table>
<thead>
<tr>
<th>Input</th>
<th>Default</th>
<th>Range</th>
</tr>
</thead>
<tbody>
<tr>
<td>WACC</td>
<td>10%</td>
<td>5–20%</td>
</tr>
<tr>
<td>Terminal Growth Rate</td>
<td>2.5%</td>
<td>0.5–5%</td>
</tr>
<tr>
<td>Projection Years</td>
<td>5</td>
<td>3–10</td>
</tr>
</tbody>
</table>
<p>The model uses the <strong>Gordon Growth Model</strong> for terminal value. Intrinsic value per share is compared against the current market price to show upside/downside.</p>
<hr />
<h2>API Rate Limits</h2>
<table>
<thead>
<tr>
<th>Source</th>
<th>Limit</th>
<th>Used For</th>
</tr>
</thead>
<tbody>
<tr>
<td>yfinance</td>
<td>None</td>
<td>Price, financials, indices</td>
</tr>
<tr>
<td>FMP (free)</td>
<td>250 req/day</td>
<td>Ratios, comps, news</td>
</tr>
<tr>
<td>Finnhub (free)</td>
<td>60 req/min</td>
<td>News, sentiment</td>
</tr>
</tbody>
</table>
<p>Data is cached in-memory per session to minimize API calls (financials: 1h, news: 10min, indices: 5min).</p>
</body>
</html>
|
