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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>
96 lines
3.2 KiB
Python
96 lines
3.2 KiB
Python
"""SEC EDGAR router -- 10-K section download, cache lookup, and comparison."""
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from fastapi import APIRouter, HTTPException, Query
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from server.models.schemas import (
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EdgarSectionsResponse,
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Item7Response,
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CompareResponse,
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)
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router = APIRouter()
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@router.get(
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"/sections/{ticker}",
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response_model=EdgarSectionsResponse,
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summary="Get 10-K sections (cached or download)",
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)
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async def get_sections(
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ticker: str,
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email: str = Query(..., description="SEC EDGAR fair-access email"),
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):
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"""Return cleaned Item 1A, 3, 7, 8, 9A texts for *ticker*.
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If the sections are already cached locally the download is skipped.
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"""
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try:
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from server.services.sec_parser import get_10k_sections
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sections, status = get_10k_sections(ticker.upper(), email)
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return EdgarSectionsResponse(
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status=status,
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item1a=sections.get("item1a", ""),
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item3=sections.get("item3", ""),
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item7=sections.get("item7", ""),
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item8=sections.get("item8", ""),
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item9a=sections.get("item9a", ""),
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)
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except FileNotFoundError as exc:
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raise HTTPException(status_code=404, detail=str(exc)) from exc
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except ValueError as exc:
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raise HTTPException(status_code=422, detail=str(exc)) from exc
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"EDGAR download failed: {exc}") from exc
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@router.get(
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"/item7/{ticker}",
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response_model=Item7Response,
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summary="Get Item 7 (MD&A) text",
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)
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async def get_item7(
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ticker: str,
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email: str = Query(..., description="SEC EDGAR fair-access email"),
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):
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"""Return only the Item 7 Management Discussion & Analysis text."""
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try:
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from server.services.sec_parser import download_and_extract_item7_and_1a
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_, _item1a, item7 = download_and_extract_item7_and_1a(ticker.upper(), email)
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return Item7Response(item7=item7)
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except FileNotFoundError as exc:
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raise HTTPException(status_code=404, detail=str(exc)) from exc
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"Item 7 extraction failed: {exc}") from exc
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@router.get(
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"/compare/{ticker}",
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response_model=CompareResponse,
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summary="Latest vs 3-year-ago Item 7 comparison",
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)
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async def compare_item7(
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ticker: str,
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email: str = Query(..., description="SEC EDGAR fair-access email"),
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):
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"""Download up to 5 10-Ks and return the latest and 3-year-ago Item 7 for
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comparative analysis. Also returns the latest Item 1A.
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"""
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try:
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from server.services.sec_parser import download_item7_latest_and_3y_ago
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item1a, item7_latest, item7_3y_ago, has_comparison = (
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download_item7_latest_and_3y_ago(ticker.upper(), email)
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)
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return CompareResponse(
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item1a_latest=item1a or "",
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item7_latest=item7_latest or "",
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item7_3y_ago=item7_3y_ago,
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has_comparison=has_comparison,
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)
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except FileNotFoundError as exc:
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raise HTTPException(status_code=404, detail=str(exc)) from exc
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"Comparison failed: {exc}") from exc
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