mirror of
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>
119 lines
4.3 KiB
Python
119 lines
4.3 KiB
Python
"""
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ATLAS Terminal — Thin Orchestrator
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All-in-One Financial Analysis Dashboard — Hybrid Architecture
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- Tab 1: 10-K & MD&A Insights (Item 7 + Item 1A → Gemini, qualitative only).
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- Tab 2: 3-Scenario DCF Valuation (yfinance + sliders, no LLM).
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- Tab 3: Industry Comps (yfinance multiples: Forward P/E, EV/EBITDA, P/B).
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- Cost-effective: Gemini only for text; all numbers from yfinance.
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"""
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import os
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os.environ["OBJC_DISABLE_INITIALIZE_FORK_SAFETY"] = "YES"
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import streamlit as st
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from config.constants import MARKET_OPTIONS
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from config.theme import SOFT_NAVY_CSS, HEADER_HTML
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from utils.ticker import get_global_ticker
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from data.market import _get_ticker_bar_data
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from data.fundamentals import get_sector_industry
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from views.sidebar import render_sidebar
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from views.tab1_quant import render_tab1_quantitative
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from views.tab1_ai import render_tab1_ai_analysis
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from views.tab1_filings import render_tab1_filings
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from views.tab2_dcf import render_tab2
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from views.tab3_comps import render_tab3
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from views.tab4_news import render_tab4
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from views.tab5_markets import render_tab5
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from views.tab6_crypto import render_tab6
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from views.tab7_technical import render_tab7
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try:
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import yfinance as yf
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except ImportError:
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yf = None
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try:
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from dotenv import load_dotenv
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load_dotenv()
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except ImportError:
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pass
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# ---------- Page config & theme ----------
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st.set_page_config(page_title="ATLAS Terminal", layout="wide", initial_sidebar_state="expanded")
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st.markdown(SOFT_NAVY_CSS, unsafe_allow_html=True)
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st.markdown(HEADER_HTML, unsafe_allow_html=True)
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# ---------- Ticker bar — major indices & crypto ----------
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ticker_data = _get_ticker_bar_data() if yf else []
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if ticker_data:
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_cells = ""
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for item in ticker_data:
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_c = "#34D399" if item["change"] >= 0 else "#F87171"
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_a = "\u25b2" if item["change"] >= 0 else "\u25bc"
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_cells += (
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f'<div style="flex:1;text-align:center;padding:10px 6px;background:rgba(255,255,255,0.03);'
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f'border-radius:6px;border:1px solid rgba(255,255,255,0.06);min-width:100px;">'
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f'<div style="color:#6B7280;font-size:0.65rem;font-weight:600;letter-spacing:1px;">{item["label"]}</div>'
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f'<div style="color:#F3F4F6;font-size:1.05rem;font-family:\'Inter\',JetBrains Mono,monospace;font-weight:700;margin:2px 0;">{item["price"]:,.2f}</div>'
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f'<div style="color:{_c};font-size:0.75rem;font-family:\'Inter\',JetBrains Mono,monospace;">{_a} {item["change"]:+.2f}%</div>'
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f'</div>'
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)
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st.markdown(f'<div style="display:flex;gap:8px;margin-bottom:16px;overflow-x:auto;">{_cells}</div>', unsafe_allow_html=True)
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# ---------- Sidebar ----------
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ticker = render_sidebar()
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# ---------- Tabs ----------
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tab1, tab2, tab3, tab4, tab5, tab6, tab7 = st.tabs([
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"\U0001f4ca 10-K & MD&A Insights",
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"\U0001f4b0 DCF Valuation",
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"\U0001f3ed Industry Comps",
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"\U0001f4f0 News Feed",
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"\U0001f30d Markets & FX",
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"\u20bf Crypto",
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"\U0001f6e1 Technical & Risk",
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])
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# ----- Tab 1: 10-K & MD&A Insights -----
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with tab1:
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market = st.session_state.get("market") or MARKET_OPTIONS[0]
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quant_ticker = get_global_ticker(ticker, market) if ticker else ""
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st.subheader("10-K & MD&A Insights — Qualitative and Quantitative")
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if ticker:
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si = get_sector_industry(quant_ticker)
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sector, industry = si.get("sector", "N/A"), si.get("industry", "N/A")
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st.caption(
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f"Sector: **{sector}** · Industry: **{industry}**"
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+ (f" · Ticker: **{quant_ticker}**" if quant_ticker != ticker else "")
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)
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if ticker:
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google_api_key = (st.session_state.get("google_api_key") or "").strip()
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sec_email = (st.session_state.get("sec_email") or "").strip()
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render_tab1_quantitative(ticker, quant_ticker, market, sector, industry, google_api_key, sec_email)
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render_tab1_ai_analysis(ticker, quant_ticker, market)
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render_tab1_filings(ticker, market)
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# ----- Tab 2: DCF Valuation -----
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with tab2:
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render_tab2(ticker)
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# ----- Tab 3: Industry Comps -----
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with tab3:
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render_tab3(ticker)
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# ----- Tab 4: News Feed -----
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with tab4:
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render_tab4(ticker)
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# ----- Tab 5: Markets & FX -----
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with tab5:
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render_tab5()
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# ----- Tab 6: Crypto -----
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with tab6:
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render_tab6()
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# ----- Tab 7: Technical & Risk -----
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with tab7:
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render_tab7(ticker)
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