Commit Graph
14 Commits
Author SHA1 Message Date
shawnkim1997 e38ef038d4 feat: extend SEC parser for foreign private issuer annual filings (20-F)
- sec_parser detects 20-F filings and maps Item 3D/5/15/18 to the existing risk/MD&A/controls section keys
- edgar router copy reads "annual filing" instead of "10-K" so the API surface covers both 10-K and 20-F
- filings page renders a foreign-issuer section tab variant when the latest annual filing is a 20-F
- New test_sec_parser covers the 20-F mapping plus regression on the original 10-K paths
2026-05-10 23:56:35 +01:00
shawnkim1997 ef429e93c4 feat: daily news workbench and Korean-aware ticker search
- /daily-news route fetches FT ePaper headlines with Gemini-backed Korean translation, plus calendar selector and cached translation TTL
- /api/search and use-ticker-search wire async sidebar search through a unified backend that merges static aliases with the local KOSPI/KOSDAQ universe (162 names) and yfinance metadata
- ticker-alias gains Korean display names, currency and market hints; PeerComparison formats KRW/JPY with locale-aware zero decimals
- EquityOverview surfaces HQ city/country, with Korean Naver snapshot fallback when yfinance info is empty
- market_data adds /korean-universe/search for autocomplete
- New tests for FT ingestion, Korean universe lookups, and updated smoke prefixes
2026-05-10 23:56:27 +01:00
shawnkim1997 fd150e4f51 feat: add video transcripts workflow (2026-05-10) 2026-05-10 22:41:07 +01:00
shawnkim1997 1d63c1e86b phase 6: red team critique 2026-04-23 11:53:53 +01:00
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
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