Files
All-in-one-Financial-Analysis/atlas-terminal
shawnkim1997andClaude Sonnet 4.6 8fe3aaf771 feat: add 13-page institutional equity research report with automated PDF generation
- /report page: comprehensive 13~17 page report (Cover, TOC, Investment Snapshot,
  Company Profile, Financial Performance x4 charts, Quality Assessment, Operating
  Analysis, DCF 3-Scenario, Sensitivity Heatmap, Monte Carlo 5K, Tornado, Peer
  Comparison, Earnings Beat/Miss, Technical Summary, Disclaimer)
- Valuation engine: parallel POST to DCF / Sensitivity / Monte Carlo / Tornado /
  Reverse DCF using smart-defaults; fixed decimal vs percentage conversion for WACC
- Wall Street 10: institutional_report.py gathers DuPont, F-Score, DCF 3-scenario,
  Reverse DCF, peer comps into Gemini mega-prompt; POST /api/analysis/institutional
- SEC HTML viewer: fixed tempdir bug in sec_parser.py; full 10-K HTML now cached
  correctly; inject_sec_item_anchor_ids prefers later heading-like hosts over TOC
- Morgan Stanley Blue design system: navy/blue/gold print-optimised @media print CSS
  targeting A4 with page-break-after per section for PDF output

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 17:36:56 +01:00
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ATLAS Terminal — Web Application

Next.js 14 + FastAPI full-stack financial analysis terminal.

See the main README for full documentation.

Quick Start

# Backend (from atlas-terminal/)
pip install -r requirements.txt
PYTHONPATH="." uvicorn server.main:app --port 8000

# Frontend (from atlas-terminal/apps/web/)
npm install
npm run dev

Stack

  • Frontend: Next.js 14, TypeScript, Tailwind CSS, TradingView Lightweight Charts
  • Backend: FastAPI, Python 3.12+, yfinance, yahooquery, Google Gemini
  • Database: SQLite (local) / PostgreSQL (production)

Recent Updates

2026-03-24

  • Macro: Global Macro & Smart Money dashboard (/macro), Recharts widgets, FastAPI /api/macro/quadrant, /yield-fx, /smart-money (FRED + yfinance + OECD/DBnomics).
  • Stability: Sidebar dynamic(..., ssr: false); useTicker hydration-safe init; app/error.tsx; macro/research layouts use Tailwind grid (removed react-grid-layout).
  • News / Filings: Iframe fallback for blocked publishers (e.g. Yahoo); SEC filings show plain text when HTML snapshot cache is absent.

Earlier

  • Multi-asset analysis branching across Overview/Research/Valuation/Earnings for equity, ETF, and commodity futures.
  • Commodity and ETF market widgets; index-level stock heatmap with interactive index switching.
  • Portfolio OCR upgrades, exchange selection (e.g. SMSN → SMSN.L), inline edit/delete; exchange-aware recalculation and FX matrix for multi-currency display.