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shawnkim1997 ec2c5b37a2 feat: add 4-tier auto-valuation system for negative FCF companies + platform-wide improvements 
Report page now auto-detects valuation tier based on company financials:
- Tier 1 (FCF > 0): Traditional DCF analysis
- Tier 2 (EBITDA > 0): EV/EBITDA relative valuation with Bear/Base/Bull scenarios
- Tier 3 (Rev Growth > 10%): P/S revenue-based valuation
- Tier 4 (all weak): P/B / NAV approach

Includes RelativeValuationSection, PathToProfitability components, margin trajectory
chart, and cash runway analysis. Also includes fixes across earnings, macro, screener,
technical, filings pages and backend routers.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-29 22:22:03 +01:00
shawnkim1997 8fe3aaf771 feat: add 13-page institutional equity research report with automated PDF generation 
- /report page: comprehensive 13~17 page report (Cover, TOC, Investment Snapshot,
  Company Profile, Financial Performance x4 charts, Quality Assessment, Operating
  Analysis, DCF 3-Scenario, Sensitivity Heatmap, Monte Carlo 5K, Tornado, Peer
  Comparison, Earnings Beat/Miss, Technical Summary, Disclaimer)
- Valuation engine: parallel POST to DCF / Sensitivity / Monte Carlo / Tornado /
  Reverse DCF using smart-defaults; fixed decimal vs percentage conversion for WACC
- Wall Street 10: institutional_report.py gathers DuPont, F-Score, DCF 3-scenario,
  Reverse DCF, peer comps into Gemini mega-prompt; POST /api/analysis/institutional
- SEC HTML viewer: fixed tempdir bug in sec_parser.py; full 10-K HTML now cached
  correctly; inject_sec_item_anchor_ids prefers later heading-like hosts over TOC
- Morgan Stanley Blue design system: navy/blue/gold print-optimised @media print CSS
  targeting A4 with page-break-after per section for PDF output

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-29 17:36:56 +01:00
shawnkim1997 51cbaf7f8d feat: major codebase audit — 21 routers, 37 services, 12 pages fully documented 
- Add missing numpy, scipy, dbnomics to requirements.txt (fixes ImportError on fresh install)
- Sync claude.md with actual codebase: §3 file structure (37 services, 21 routers),
  §5 API endpoints (92 routes), §6 frontend pages (12), §13 TODO status
- Update README.md with current architecture (92 API routes, 21 routers, 37 services),
  multi-asset overview, research grid, macro dashboard, screener+backtest,
  multi-jurisdiction filings, and 2026-03-26 changelog entry
- Add new routers: dart, edinet, fmp, macro, research
- Add new services: cache, dart_fetcher, dart_filing_service, economic_calendar,
  ecos_fetcher, edinet_filing_service, fmp_client, global_macro_quadrant,
  kpi_history_service, macro_cycle, macro_fetcher, oecd_cycle,
  peer_comparison_service, research_dashboard, smart_money_service, yield_fx_service
- Add new frontend: macro page, screener+backtest, research grid components,
  overview (Equity/ETF/Commodity), filings (SEC/DART/EDINET), error boundaries
- Remove 6 unused services: copilot_context, crypto_fetcher, fx_fetcher,
  gemini_analysis, market_data, technical_analysis
- Remove obsolete docs: .agent/, AGENT.md, ATLAS_EVALUATION.md, docs/

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-26 21:39:07 +00:00
shawnkim1997 38c56a5a43 feat: deliver multi-asset analytics, OCR exchange selection, and heatmap UX 
Add asset-type aware market/overview flows, portfolio OCR reverse-engineering with exchange overrides, and interactive index heatmap features. Update README with recent updates and wire backend/frontend APIs for FX matrix, exchange options, and improved portfolio editing flows.

Made-with: Cursor
 2026-03-21 17:08:00 +00:00
shawnkim1997 e225c05cc8 docs: restore Update History changelog table in README 
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>
 2026-03-21 02:17:07 +00:00
shawnkim1997 7596c758b5 docs: comprehensive README rewrite for Atlas Terminal v4 
Full documentation covering all 10 pages, 5 valuation models,
architecture diagram, API endpoints, tech stack, Terminal Noir
design system, and project evolution from Streamlit to Next.js.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-21 02:14:52 +00:00
shawnkim1997 b2acda81ee feat: add Atlas Terminal — Next.js 14 + FastAPI full-stack migration 
Complete migration from Streamlit to Next.js 14 App Router + FastAPI backend.

Frontend (Next.js 14):
- 10 pages: Overview, Research, Valuation, Technical, Markets, Earnings, News, Portfolio, Filings, Settings
- Terminal Noir dark theme with custom Tailwind config
- TradingView Lightweight Charts for candlestick/volume
- Valuation: DCF, Sensitivity Matrix, Monte Carlo, Tornado, Reverse DCF
- Financial Statements table with YoY growth badges and margin rows
- SEC EDGAR inline filing viewer with section tabs
- News split-view with iframe article embedding
- Technical Analysis with RSI, MACD, Bollinger, Fibonacci, Moving Averages
- Earnings beat/miss visualization
- AI Copilot chat panel with Gemini integration

Backend (FastAPI):
- 13 routers: market_data, financials, valuation, technical, earnings, insider, edgar, news, portfolio, analysis, chat, estimates, fx
- Services: DCF engine, Monte Carlo simulation, sensitivity analysis, risk metrics, SEC parser, technical indicators
- yfinance + yahooquery data sources with fallback pattern
- SQLite caching layer

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-03-21 02:10:10 +00:00
shawnkim1997 56a9561f71 docs: add Mermaid architecture diagram to README 
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 22:26:47 +00:00
shawnkim1997 d337c63976 refactor: modular architecture v3.0 + SEC filing viewer fix + README 
Architecture (3,909-line monolith → 28 focused modules, all < 300 lines):
- config/: constants.py (company lists, row maps, Damodaran baselines), theme.py (CSS/HTML)
- utils/: prefs, formatting, ticker, dcf, charts, ui_helpers
- data/: sec_parser, sec_fetcher, sec_downloader, financials, fundamentals,
         valuation, ratios, scores, scores_ai, market
- ai/: gemini_core, gemini_sec, gemini_insights
- views/: sidebar, tab1_quant, tab1_ai, tab1_filings, tab2_dcf,
          tab3_comps, tab4_news, tab5_markets, tab6_crypto, tab7_technical
- app.py: thin orchestrator (~118 lines)
- Strict unidirectional dependency graph (no circular imports)
- All @st.cache_data TTLs and st.session_state keys preserved identically

SEC filing viewer fix:
- Rebuilt EDGAR fetch chain: company_tickers.json → CIK → submissions API
  → filings.recent.primaryDocument[] (replaces deprecated directory.item)
- Filing type selectbox (10-K, 10-Q, 8-K, 20-F, 6-K) connected to backend
- Native HTML rendered via streamlit.components.v1.html() with CSS reset
- Errors surfaced explicitly with st.error()
- DART direct links restored for Korean-listed companies

.gitignore: data/ → data/*.json + data/*.html (preserve Python modules)
README: full rewrite for master's portfolio — 7-tab layout, architecture
diagram, modular structure tree, technical challenges, design rationale

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-03-19 22:11:07 +00:00
shawnkim1997 7ce5661569 README: add 2026-02-18 and 2026-02-17 changelog; Requirements plotly/yfinance 2026-03-19 22:10:39 +00:00
Shawn1997 bb6c0479f9 Update README.md 2026-02-17 11:47:02 +00:00
shawnkim1997 9982cf8e2d docs: 프로젝트 분석 및 신규 기능 정리 문서 추가, app.py 반영 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-17 11:46:10 +00:00
shawnkim1997 e4332e9b53 README: restore English, full changelog; add 2025-02-15 multi-currency & FX 2026-02-15 01:08:36 +00:00
shawnkim1997 78a40cc285 docs: README 최근 업데이트 - Portfolio 통화/소수수량/FX, 앱 전반 다중통화, Valuation·Earnings 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-15 01:04:56 +00:00
shawnkim1997 0918ccac03 docs: add PROJECT_ANALYSIS.md 2026-02-15 01:01:36 +00:00
shawnkim1997 1bc98c7149 UI: company search placeholder in English only 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-14 14:42:39 +00:00
whitesmoke-sketch e5b6500ff2 docs: Add AI agent documentation and navigation hub 
- Create  directory for AI coding agents and new developers
- Add  as the main navigation hub and entrypoint
- Add project context files: , , , , ,
- Add development guidelines and architecture decisions: ,  (including 429 error handling and 10-year DCF logic)
 2026-02-14 22:51:03 +09:00
shawnkim1997 102e6fd9c0 README: global search, Item 8 quant, yahooquery; update run instructions 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-14 12:23:31 +00:00
shawnkim1997 bf8b43e7c9 README: Design Rationale, detailed changelog, institutional DCF notes 2026-02-13 23:35:08 +00:00
shawnkim1997 7c678aba18 Dynamic sector-specific analysis, data robustness, changelog with timestamps 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-13 22:53:27 +00:00
shawnkim1997 ca42f3b83d docs: Update README — 3-tab system (10-K Insights, DCF, Comps) + Project Origin & Vision (English) 2026-02-13 22:13:43 +00:00
shawnkim1997 fd852c7075 docs: Translate Update history (Changelog) to English 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-13 17:47:42 +00:00
shawnkim1997 34c0e76ccc docs: Add Update history (Changelog) with dates to README; add find_toc.py to Project Structure 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-13 17:46:00 +00:00
shawnkim1997 8819d5bcfa Hybrid architecture: Item 7 only to Gemini, yfinance for metrics; HTML cleansing; README and find_toc script 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-13 17:43:26 +00:00
shawnkim1997 522bf4dc75 docs: resolve sync issues and update readme 2026-02-13 12:39:04 +00:00
Seonpil d9fdb2f895 docs: update README with features, run time, S&P 500 list, and recent updates 2026-02-13 12:35:27 +00:00
Seonpil 676b0f58a8 docs: add Technical Challenge, TECHNICAL_NOTES; selective section extraction 2026-02-13 11:52:51 +00:00
Seonpil a083e90b56 docs: add Technical Challenge and TECHNICAL_NOTES for reference 2026-02-13 11:51:56 +00:00
shawnkim1997 ce72040efc Update README.md 2026-02-12 14:59:17 +00:00
Seonpil 06b9bfc0bc docs: translate README to English 2026-02-12 14:58:57 +00:00
Seonpil 69a6a255f7 Initial commit: 10-K Financial Summarizer with Gemini AI 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-12 14:48:19 +00:00