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shawnkim1997andClaude Opus 4.6
ec2c5b37a2
Report page now auto-detects valuation tier based on company financials: - Tier 1 (FCF > 0): Traditional DCF analysis - Tier 2 (EBITDA > 0): EV/EBITDA relative valuation with Bear/Base/Bull scenarios - Tier 3 (Rev Growth > 10%): P/S revenue-based valuation - Tier 4 (all weak): P/B / NAV approach Includes RelativeValuationSection, PathToProfitability components, margin trajectory chart, and cash runway analysis. Also includes fixes across earnings, macro, screener, technical, filings pages and backend routers. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
63 lines
2.0 KiB
Python
63 lines
2.0 KiB
Python
"""Screener and backtesting router."""
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from __future__ import annotations
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from fastapi import APIRouter
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router = APIRouter()
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@router.post("/search")
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async def search_stocks(filters: dict):
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"""Run stock screener with simple filters."""
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try:
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from server.services.screener import run_screener
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return await run_screener(filters)
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except Exception as e:
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return {"error": str(e), "data": []}
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@router.post("/backtest")
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async def backtest(body: dict):
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"""Run strategy backtest for one ticker."""
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try:
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from server.services.backtester import run_backtest
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return await run_backtest(
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ticker=body.get("ticker", ""),
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strategy=body.get("strategy", "buy_and_hold"),
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start_date=body.get("start_date", "2024-01-01"),
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end_date=body.get("end_date", "2026-01-01"),
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initial_capital=float(body.get("initial_capital", 10000.0)),
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benchmark_ticker=str(body.get("benchmark_ticker") or "SPY"),
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rebalance_months=body.get("rebalance_months"),
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)
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except Exception as e:
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return {"error": str(e)}
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@router.post("/portfolio-backtest")
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async def portfolio_backtest(body: dict):
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"""Run multi-asset portfolio backtest with rebalancing."""
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try:
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from server.services.backtester import run_portfolio_backtest
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tickers = body.get("tickers", [])
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weights = body.get("weights", [])
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if not tickers:
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return {"error": "At least one ticker is required"}
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if not weights:
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weights = [1.0 / len(tickers)] * len(tickers)
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return await run_portfolio_backtest(
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tickers=tickers,
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weights=[float(w) for w in weights],
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start_date=body.get("start_date", "2021-01-01"),
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end_date=body.get("end_date", "2026-01-01"),
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rebalance_months=int(body.get("rebalance_months", 3)),
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benchmark_ticker=str(body.get("benchmark_ticker") or "SPY"),
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)
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except Exception as e:
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return {"error": str(e)}
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