mirror of
https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
synced 2026-08-19 13:28:07 +00:00
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>
175 lines
5.7 KiB
Python
175 lines
5.7 KiB
Python
"""Macro data: FRED, OECD (best effort), ECOS, economic calendar (FMP)."""
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import asyncio
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import os
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from typing import Any, Dict, Optional
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from fastapi import APIRouter, Query
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from server.services import fmp_client
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from server.services import macro_fetcher
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from server.services.global_macro_quadrant import get_global_macro_quadrant
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from server.services.smart_money_service import get_smart_money_snapshot
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from server.services.yield_fx_service import get_yield_fx_pair
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router = APIRouter()
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@router.get("/quadrant", summary="Global growth vs inflation quadrant (Z-scores)")
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async def macro_quadrant() -> Dict[str, Any]:
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try:
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return await asyncio.to_thread(get_global_macro_quadrant)
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except Exception as exc:
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return {"updated_at": None, "points": [], "error": str(exc)}
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@router.get("/yield-fx", summary="US10Y spread vs FX (usdjpy|eurusd|usdkrw)")
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async def macro_yield_fx(
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pair: str = Query("usdjpy", description="usdjpy, eurusd, or usdkrw"),
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) -> Dict[str, Any]:
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try:
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return await asyncio.to_thread(get_yield_fx_pair, pair)
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except Exception as exc:
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return {
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"pair": pair,
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"updated_at": None,
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"series": [],
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"error": str(exc),
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}
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@router.get("/smart-money", summary="Copper/Gold + RORO composite")
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async def macro_smart_money() -> Dict[str, Any]:
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try:
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return await asyncio.to_thread(get_smart_money_snapshot)
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except Exception as exc:
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return {
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"updated_at": None,
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"roro_z": None,
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"roro_label": None,
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"copper_gold": [],
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"components": {},
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"error": str(exc),
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}
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@router.get("/subfactors", summary="4-category macro subfactor breakdown + cycle stage")
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async def macro_subfactors() -> Dict[str, Any]:
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from server.services.macro_cycle import get_subfactor_breakdown
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try:
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return await asyncio.to_thread(get_subfactor_breakdown)
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except Exception as exc:
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return {
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"updated_at": None,
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"composite_score": 0.0,
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"cycle_stage": "Unknown",
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"categories": {},
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"error": str(exc),
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}
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@router.get("/fred/{series_id}", summary="FRED time series (public CSV)")
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async def macro_fred(
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series_id: str,
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start: Optional[str] = Query(None, description="YYYY-MM-DD"),
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end: Optional[str] = Query(None, description="YYYY-MM-DD"),
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) -> Dict[str, Any]:
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rows = await asyncio.to_thread(
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macro_fetcher.fetch_fred_series,
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series_id,
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start,
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end,
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)
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return {"series": series_id.strip().upper(), "count": len(rows), "data": rows}
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@router.get("/oecd/mei", summary="OECD MEI (best effort)")
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async def macro_oecd_mei() -> Dict[str, Any]:
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rows = await asyncio.to_thread(macro_fetcher.fetch_oecd_mei)
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return {"count": len(rows), "data": rows}
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@router.get("/oecd/cli", summary="OECD CLI snapshot (DBnomics)")
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async def macro_oecd_cli() -> Dict[str, Any]:
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from server.services.oecd_cycle import get_oecd_cli_snapshot
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try:
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return await asyncio.to_thread(get_oecd_cli_snapshot)
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except Exception as exc:
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return {"updated_at": None, "countries": [], "error": str(exc)}
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@router.get("/snapshot", summary="Macro cycle heatmap, countries, asset valuation")
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async def macro_snapshot() -> Dict[str, Any]:
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from server.services.macro_cycle import get_macro_cycle_snapshot
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try:
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return await asyncio.to_thread(get_macro_cycle_snapshot)
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except Exception as exc:
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return {
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"updated_at": None,
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"cycle_score": 0.0,
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"regime": "Unknown",
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"cycle_heatmap": [],
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"country_heatmap": [],
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"asset_valuation": [],
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"error": str(exc),
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}
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@router.get("/korea", summary="Korea indicators (ECOS or yfinance fallback)")
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async def macro_korea(
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api_key: Optional[str] = Query(None, description="ECOS API key (optional)"),
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) -> Dict[str, Any]:
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from server.services.ecos_fetcher import get_korea_snapshot
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key = (api_key or os.getenv("ECOS_API_KEY") or "").strip() or None
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return await asyncio.to_thread(get_korea_snapshot, key)
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@router.get("/economic-calendar", summary="Economic calendar (scraped; no API key)")
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async def macro_economic_calendar(
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days: int = Query(7, ge=1, le=30),
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) -> Dict[str, Any]:
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from server.services.economic_calendar import get_economic_calendar
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try:
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return await asyncio.to_thread(get_economic_calendar, days)
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except Exception as exc:
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return {"events": [], "next_high_impact": None, "total": 0, "error": str(exc)}
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@router.get("/ecos", summary="Korea Bank ECOS (requires ECOS_API_KEY)")
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async def macro_ecos(
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stat_code: str = Query(..., description="ECOS statistics table code"),
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cycle: str = Query("M", description="D/W/M/Q/S/Y"),
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start_ym: str = Query("201501"),
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end_ym: Optional[str] = Query(None),
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) -> Dict[str, Any]:
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rows = await asyncio.to_thread(
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macro_fetcher.fetch_ecos_series,
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stat_code,
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cycle,
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start_ym,
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end_ym,
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)
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return {"stat_code": stat_code, "count": len(rows), "data": rows}
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@router.get("/calendar", summary="Economic calendar (FMP when key set)")
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async def macro_calendar(
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date_from: str = Query(..., description="YYYY-MM-DD"),
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date_to: str = Query(..., description="YYYY-MM-DD"),
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) -> Dict[str, Any]:
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if not fmp_client.fmp_is_configured():
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return {
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"source": "none",
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"data": [],
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"message": "Set FMP_API_KEY for economic_calendar, or use FRED directly.",
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}
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rows = await fmp_client.fetch_economic_calendar(date_from, date_to)
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if rows:
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return {"source": "fmp", "count": len(rows), "data": rows}
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return {"source": "fmp", "data": [], "message": "No rows (range or API limit)."}
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