Commit Graph
12 Commits
Author SHA1 Message Date
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 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
shawnkim1997andCursor 1bc98c7149 UI: company search placeholder in English only
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-14 14:42:39 +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
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 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 676b0f58a8 docs: add Technical Challenge, TECHNICAL_NOTES; selective section extraction 2026-02-13 11:52:51 +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