mirror of
https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
synced 2026-08-18 12:58:07 +00:00
66 lines
2.4 KiB
Python
66 lines
2.4 KiB
Python
"""Peer universe helpers shared by gateway providers and legacy services."""
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from __future__ import annotations
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from typing import List, Optional, Tuple
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from server.utils.ticker_utils import SECTORS
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_BUCKET_KEYWORDS: list[tuple[str, list[str]]] = [
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("Semiconductors & Hardware", ["semiconductor", "semiconductors", "semi ", "hardware"]),
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("Software & Cloud", ["software", "cloud", "saas", "internet content"]),
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("Consumer Retail", ["retail", "consumer", "restaurant", "specialty retail"]),
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("Financial Services", ["financial", "bank", "insurance", "capital market"]),
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("Healthcare", ["health", "drug", "biotech", "medical"]),
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]
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def match_peer_bucket(sector: str, industry: str) -> Optional[str]:
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text = f"{sector} {industry}".lower()
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for bucket, keywords in _BUCKET_KEYWORDS:
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if any(keyword in text for keyword in keywords):
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return bucket
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for bucket_name in SECTORS:
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parts = bucket_name.lower().replace("&", " ").split()
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if any(part in text for part in parts if len(part) > 3):
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return bucket_name
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return None
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def fallback_large_caps(sector: str) -> list[str]:
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s = (sector or "").lower()
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if "technology" in s or "tech" in s:
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return ["MSFT", "AAPL", "GOOGL", "META", "NVDA"]
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if "financial" in s or "financials" in s:
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return ["JPM", "BAC", "GS", "MS", "V"]
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if "health" in s:
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return ["UNH", "JNJ", "LLY", "ABBV", "MRK"]
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if "consumer" in s:
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return ["AMZN", "WMT", "HD", "MCD", "SBUX"]
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return ["MSFT", "AAPL", "GOOGL", "AMZN", "JPM"]
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def peer_symbols_for_profile(ticker: str, sector: str, industry: str, cap: int = 8) -> List[str]:
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t = ticker.upper().strip()
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bucket = match_peer_bucket(sector, industry)
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syms = list(SECTORS[bucket]) if bucket and bucket in SECTORS else fallback_large_caps(sector)
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if t not in syms:
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syms = [t] + [symbol for symbol in syms if symbol != t]
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seen: set[str] = set()
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out: list[str] = []
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for symbol in syms:
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normalized = symbol.upper()
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if normalized not in seen:
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seen.add(normalized)
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out.append(normalized)
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if len(out) >= cap:
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break
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return out
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def peer_symbols(ticker: str, sector: str, industry: str) -> List[str]:
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"""Backward-compatible alias used by older services."""
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return peer_symbols_for_profile(ticker, sector, industry)
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