Commit Graph
6 Commits
Author SHA1 Message Date
shawnkim1997andClaude Opus 4.6 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
shawnkim1997andClaude Opus 4.6 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
shawnkim1997andClaude Sonnet 4.6 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
shawnkim1997andCursor 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
SeonpilandCursor 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