shawnkim1997
b630079c34
phase 6: uk cgt calculator
2026-04-22 17:53:46 +01:00
shawnkim1997
48e8d82173
phase 6: portfolio correlation matrix
2026-04-22 12:03:01 +01:00
shawnkim1997
71e045e434
phase 6: ownership holders
2026-04-22 11:22:37 +01:00
shawnkim1997
553ec5347f
phase 6: financial statements
2026-04-22 11:15:01 +01:00
shawnkim1997
b8602548f2
phase 6: economic calendar
2026-04-22 09:54:11 +01:00
shawnkim1997
1a1f2c8f31
phase 5: harden earnings call delta
2026-04-22 09:48:11 +01:00
shawnkim1997
4ef757c81c
phase 4-5: peer matrix and earnings delta
2026-04-22 09:28:15 +01:00
shawnkim1997
feea679f6e
phase 3: secure credential vault
2026-04-21 21:23:14 +01:00
shawnkim1997
1527e7d754
phase 2: terminal state and gateway foundation
2026-04-21 20:23:48 +01:00
shawnkim1997
25b2ad7e15
Refresh Morgan Terminal UI and README media
2026-04-16 11:15:23 +01:00
shawnkim1997 and Claude Opus 4.6
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 and Claude Sonnet 4.6
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 and Claude 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
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 and Claude 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
shawnkim1997