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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
shawnkim1997 7ce5661569 README: add 2026-02-18 and 2026-02-17 changelog; Requirements plotly/yfinance 2026-03-19 22:10:39 +00:00
Shawn1997andGitHub bb6c0479f9 Update README.md 2026-02-17 11:47:02 +00:00
shawnkim1997andCursor 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
shawnkim1997andCursor 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
shawnkim1997andCursor 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
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
shawnkim1997andCursor 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
shawnkim1997andCursor fd852c7075 docs: Translate Update history (Changelog) to English 
Co-authored-by: Cursor <cursoragent@cursor.com>
 2026-02-13 17:47:42 +00:00
shawnkim1997andCursor 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
shawnkim1997andCursor 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
shawnkim1997andGitHub 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
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