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https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
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shawnkim1997andClaude Opus 4.6
b2acda81ee
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>
70 lines
2.5 KiB
Python
70 lines
2.5 KiB
Python
"""Insider trading router -- recent insider transactions from yfinance."""
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from typing import Any, Dict, List
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from fastapi import APIRouter, HTTPException
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router = APIRouter()
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def _safe_float(val, default=None):
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if val is None:
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return default
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try:
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import math
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f = float(val)
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return default if math.isnan(f) or math.isinf(f) else f
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except (TypeError, ValueError):
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return default
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@router.get("/{ticker}", summary="Recent insider transactions")
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async def insider_transactions(ticker: str) -> Dict[str, Any]:
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try:
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import yfinance as yf
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t = yf.Ticker(ticker.upper())
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insiders = t.insider_transactions
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if insiders is None or (hasattr(insiders, 'empty') and insiders.empty):
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return {"ticker": ticker.upper(), "transactions": []}
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transactions: List[Dict[str, Any]] = []
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if hasattr(insiders, 'iterrows'):
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for _, row in insiders.iterrows():
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transactions.append({
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"date": str(row.get("Start Date", ""))[:10] if "Start Date" in row.index else "",
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"insider": str(row.get("Insider", "")),
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"relation": str(row.get("Position", row.get("Relationship", ""))),
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"transaction": str(row.get("Transaction", "")),
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"shares": _safe_float(row.get("Shares")),
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"value": _safe_float(row.get("Value")),
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})
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return {"ticker": ticker.upper(), "transactions": transactions[:30]}
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"Insider transactions failed: {exc}") from exc
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@router.get("/{ticker}/holders", summary="Institutional and mutual fund holders")
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async def holders(ticker: str) -> Dict[str, Any]:
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try:
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import yfinance as yf
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t = yf.Ticker(ticker.upper())
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institutional = []
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inst = t.institutional_holders
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if inst is not None and hasattr(inst, 'iterrows'):
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for _, row in inst.iterrows():
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institutional.append({
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"holder": str(row.get("Holder", "")),
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"shares": _safe_float(row.get("Shares")),
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"value": _safe_float(row.get("Value")),
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"pct_held": _safe_float(row.get("% Out")),
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})
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return {
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"ticker": ticker.upper(),
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"institutional": institutional[:15],
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}
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"Holders failed: {exc}") from exc
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