gavindiaz/All-in-one-Financial-Analysis
1
0
Fork 0
mirror of https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git synced 2026-08-09 08:47:44 +00:00
Code Issues Packages Projects Releases Wiki Activity

docs: restore Update History changelog table in README

Browse Source 
Adds full development timeline (2025-01 through 2026-03-21)
showing incremental feature additions — useful for admissions review.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
shawnkim1997
2026-03-21 02:17:07 +00:00
parent 7596c758b5
commit e225c05cc8
1 changed files with 19 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files
README.md
+19
View File
@@ -362,6 +362,25 @@ Frontend: `next`, `react`, `tailwindcss`, `lightweight-charts`
---
## Update History (Changelog)
| Date | Update |
|------|--------|
| **2026-03-21** | **Full-stack migration (v4.0) — Next.js 14 + FastAPI:** Complete rewrite from Streamlit to Next.js 14 App Router + FastAPI backend. 10 dedicated pages (Overview, Research, Valuation, Technical, Markets, Earnings, News, Portfolio, Filings, Settings). 13 REST API routers with Swagger docs. 5 valuation models (DCF, Sensitivity Matrix, Monte Carlo 5000-sim, Tornado, Reverse DCF with scipy brentq). TradingView Lightweight Charts for candlestick/volume. Technical Analysis page with RSI, MACD, Bollinger, Fibonacci, Moving Averages, ADX. Earnings beat/miss visualization. News split-view with iframe article embedding. SEC EDGAR inline filing viewer with 5 section tabs + AI Summary. Financial Statements table with YoY growth badges and margin rows. Terminal Noir dark theme design system. AI Copilot chat panel with Gemini. |
| **2026-03-19** | **Modular refactoring (v3.0) + SEC filing viewer fix:** (1) **Architecture:** 3,909-line `app.py` refactored into 28 focused modules across `config/`, `utils/`, `data/`, `ai/`, `views/`. Each file under 300 lines. Strict unidirectional dependency graph (no circular imports). All `@st.cache_data` TTLs and `st.session_state` keys preserved identically. (2) **SEC Filing Viewer fixed:** Rebuilt EDGAR fetch chain using `submissions/CIK{cik}.json` → `filings.recent.primaryDocument[]` (replaces deprecated `directory.item` lookup). Added filing type `st.selectbox` (10-K, 10-Q, 8-K, 20-F, 6-K) connected to backend dynamically. Native HTML rendered via `streamlit.components.v1.html()` with injected CSS reset. Errors surfaced explicitly with `st.error()`. (3) **DART links** restored for Korean-listed companies. |
| **2026-02-18** | **Market Heatmap & FX charts:** Sector heatmap with 5d/1mo data and per-ticker fallback (weekend/holiday robust). FX Momentum normalized 1Y line chart (GBP/USD, EUR/USD, USD/JPY, KRW). 10-K language toggle (한글/영문) via Gemini translation. plotly/yfinance added to requirements. |
| **2026-02-17** | **DART, prefs, run script:** DART fetch timeout 90s; DART report titles in English (cached). SEC & DART per-category iframe viewer. Last selected company persisted in `.app_prefs.json` (survives page refresh). Single run script `run.sh` at port 8501. |
| **2025-02-15** | **Multi-currency portfolio & FX:** Per-position currency (USD/GBP/EUR/KRW/JPY/CNY), fractional quantity, FX-adjusted returns. Gemini Vision AI screenshot import (extracts ticker, price, currency, quantity). App-wide `get_currency_for_ticker`, `get_fx_rate`, `format_price_with_usd`. |
| **2025-02-14** | **Global company search:** yahooquery `search()` replaces static dropdown. Search by name in any language; filters INDEX/MUTUALFUND; auto-infers .KS/.KQ/.T/.L suffix. |
| **2025-02-13** | **Design Rationale & 10Y DCF:** Design rationale section (undergrad automation mindset, 10Y 2-stage DCF, Damodaran integration). Wall Street Assumptions panel (analyst consensus + Damodaran baselines). Smart DCF defaults from Beta/CAPM. |
| **2025-02-13** | **Robust data & comps redesign:** Multi-step shares/debt/cash fallback (fast_info → info → balance). Top-down sector analysis with `SECTORS` dict and AI Industry Outlook (Gemini). |
| **2025-02-12** | **Hybrid architecture:** Item 7 only to Gemini; yfinance for all numbers. HTML cleansing pipeline (BeautifulSoup + regex). |
| **2025-02-12** | **DuPont, Altman Z, Piotroski, sector KPIs, TTM fallback:** Full quantitative financial health suite. Sector-specific metrics (Tech: Rule of 40; Retail: Inventory Turnover; Financials: ROE/ROA). |
| **2025-02-12** | **Preference persistence:** "Remember API key & email" checkbox; `.app_prefs.json` (gitignored). |
| **2025-01-XX** | **Initial release:** SEC EDGAR 10-K download, Item 7/8 extraction, Gemini analysis, Streamlit UI. |
---
## License & Disclaimer
This project is built for learning, research, and portfolio demonstration purposes. Nothing in this application constitutes investment advice. Comply with [SEC EDGAR policy](https://www.sec.gov/os/webmaster-faq#code-support) when accessing SEC data, and with Google's terms of service for the Gemini API.