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https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
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shawnkim1997
d337c63976
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>
143 lines
7.4 KiB
Python
143 lines
7.4 KiB
Python
import os
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import streamlit as st
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from utils.prefs import _load_prefs, _save_prefs, _PREFS_PATH
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from utils.ticker import infer_market_from_ticker
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try:
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from yahooquery import search as yq_search
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except ImportError:
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yq_search = None
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def render_sidebar():
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with st.sidebar:
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st.markdown("""
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<div style="display: flex; align-items: center; gap: 8px; margin-bottom: 16px; padding-bottom: 12px; border-bottom: 1px solid rgba(255,255,255,0.06);">
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<span style="font-size: 1.3rem; font-weight: 800; color: #60A5FA; font-family: 'JetBrains Mono', monospace;">ATLAS</span>
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<span style="font-size: 1.3rem; font-weight: 300; color: #6B7280;">TERMINAL</span>
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</div>
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""", unsafe_allow_html=True)
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st.markdown('<div style="color: #6B7280; font-size: 0.7rem; font-weight: 600; letter-spacing: 2px; margin-bottom: 8px;">SETTINGS</div>', unsafe_allow_html=True)
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_prefs = _load_prefs()
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# Restore last selected company on refresh (session_state is empty after reload)
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if _prefs.get("last_ticker") and not st.session_state.get("company_search_options"):
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_lt = _prefs["last_ticker"]
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_opts = _prefs.get("last_company_options") or []
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_syms = _prefs.get("last_company_symbols") or []
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if not _opts and _lt:
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_opts = [f"[Saved] {_lt}"]
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_syms = [_lt]
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st.session_state["ticker"] = _lt
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st.session_state["company_search_options"] = _opts
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st.session_state["company_search_symbols"] = _syms
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_default_key = _prefs.get("google_api_key") or os.environ.get("GOOGLE_API_KEY", "")
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_default_email = _prefs.get("sec_email") or os.environ.get("SEC_EDGAR_EMAIL", "")
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google_api_key = st.text_input(
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"Google API Key (Gemini)",
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value=_default_key,
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help="Required for Tab 1 (10-K insights).",
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key="input_google_api_key",
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)
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sec_email = st.text_input(
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"SEC EDGAR Email",
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value=_default_email,
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help="Required for 10-K download.",
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key="input_sec_email",
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)
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remember_me = st.checkbox(
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"Remember API key & email (save locally)",
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value=bool(_prefs),
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help="Store in .app_prefs.json in this project. Uncheck to clear and stop saving.",
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key="remember_me",
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)
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if remember_me and (google_api_key or sec_email):
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_save_prefs(google_api_key, sec_email)
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elif not remember_me and _PREFS_PATH.exists():
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# Clear only API keys in prefs; keep last_ticker so company selection persists on refresh
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try:
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_cur = _load_prefs()
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_save_prefs("", "", last_ticker=_cur.get("last_ticker"), last_company_options=_cur.get("last_company_options"), last_company_symbols=_cur.get("last_company_symbols"))
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except Exception:
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pass
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st.markdown('<div style="color: #6B7280; font-size: 0.7rem; font-weight: 600; letter-spacing: 2px; margin: 16px 0 8px;">COMPANY SEARCH</div>', unsafe_allow_html=True)
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search_query = st.text_input(
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"Search Company Name (e.g., Apple, 삼성, Mitsubishi)",
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value=st.session_state.get("company_search_input", ""),
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key="company_search_input",
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placeholder="e.g. Apple, 삼성, Mitsubishi",
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)
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if st.button("Search Company", key="search_company_btn"):
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query = (search_query or "").strip()
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if not query:
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st.warning("Enter a company name to search.")
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elif yq_search is None:
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st.warning("yahooquery is not installed; search is unavailable.")
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else:
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try:
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raw_results = yq_search(query)
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if not isinstance(raw_results, dict):
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raw_results = {}
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quotes = raw_results.get("quotes", []) or []
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skip_types = ("INDEX", "MUTUALFUND")
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quotes = [
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q for q in quotes
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if q.get("symbol") and q.get("shortname")
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and (q.get("quoteType") or "EQUITY") not in skip_types
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]
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if not quotes:
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st.session_state["company_search_options"] = []
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st.session_state["company_search_symbols"] = []
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st.warning("No valid equities found. Try typing the English name (e.g., 'Samsung' instead of '삼성').")
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else:
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options = []
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symbols = []
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for q in quotes[:50]:
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sym = (q.get("symbol") or "").strip()
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options.append(f"[{q.get('exchange', 'N/A')}] {q.get('symbol')} - {q.get('shortname', 'Unknown')}")
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symbols.append(sym)
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st.session_state["company_search_options"] = options
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st.session_state["company_search_symbols"] = symbols
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st.session_state["ticker"] = symbols[0]
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st.success(f"Found {len(options)} result(s). Select below.")
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except Exception:
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st.warning("No valid equities found. Try typing the English name (e.g., 'Samsung' instead of '삼성').")
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st.session_state["company_search_options"] = []
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st.session_state["company_search_symbols"] = []
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search_options = st.session_state.get("company_search_options") or []
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search_symbols = st.session_state.get("company_search_symbols") or []
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placeholder = "— Click the search button above —"
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options_for_select = [placeholder] if not search_options else search_options
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current_ticker = st.session_state.get("ticker", "NVDA")
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default_idx = 0
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if search_symbols and current_ticker:
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for i, sym in enumerate(search_symbols):
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if sym == current_ticker:
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default_idx = i
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break
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selected_option = st.selectbox(
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"Select company (ticker - name)",
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options=options_for_select,
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index=0 if not search_options else min(default_idx, len(search_options) - 1),
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key="company_select",
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)
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if search_options and selected_option and selected_option != placeholder and " - " in selected_option:
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first_part = selected_option.split(" - ", 1)[0].strip()
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sym = first_part.split("]", 1)[-1].strip() if "]" in first_part else first_part
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st.session_state["ticker"] = sym
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ticker = st.session_state.get("ticker") or (search_symbols[0] if search_symbols else "NVDA")
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st.session_state["google_api_key"] = google_api_key
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st.session_state["sec_email"] = sec_email
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st.session_state["ticker"] = ticker
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st.session_state["market"] = infer_market_from_ticker(ticker)
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# Persist selected company so it survives page refresh
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_save_prefs(
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google_api_key if st.session_state.get("remember_me") else "",
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sec_email if st.session_state.get("remember_me") else "",
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last_ticker=ticker,
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last_company_options=search_options,
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last_company_symbols=search_symbols,
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)
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st.caption("Search by name (any language), then select. Ticker suffix is set automatically.")
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return ticker
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