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docs: restore Update History changelog table in README

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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>
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shawnkim1997
2026-03-21 02:17:07 +00:00
co-authored by Claude Opus 4.6
parent 7596c758b5
commit e225c05cc8
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README.md
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@@ -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 ## 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. 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.