UI enhancemnts

This commit is contained in:
Kazuma
2026-06-09 19:34:31 -04:00
parent fbadd7fb6e
commit 5655cde6bf
55 changed files with 6226 additions and 465 deletions
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# ── Stage 1: Build the SvelteKit UI ──────────────────────────────────────────
FROM node:22-alpine AS ui-builder
WORKDIR /app
COPY ui/package*.json ./ui/
RUN cd ui && npm ci --legacy-peer-deps
# UI source + shared server types (needed for $types alias)
COPY ui/ ./ui/
COPY server/ ./server/
WORKDIR /app/ui
ENV NODE_ENV=production
RUN npm run build
# ── Stage 2: Runtime (API + compiled UI) ─────────────────────────────────────
FROM node:22-alpine
WORKDIR /app
# API dependencies (tsx needed at runtime for ESM TypeScript)
COPY package*.json ./
RUN npm ci
# API source
COPY bin/ ./bin/
COPY server/ ./server/
COPY tsconfig*.json ./
# Pre-built UI from stage 1
COPY --from=ui-builder /app/ui/build ./ui/build
COPY --from=ui-builder /app/ui/package*.json ./ui/
RUN cd ui && npm ci --omit=dev --legacy-peer-deps
# SQLite volume mount point
RUN mkdir -p /app/data
ENV NODE_ENV=production
ENV DB_PATH=/app/data/market-screener.db
ENV PORT=3000
ENV UI_PORT=3001
EXPOSE 3000 3001
# Run both processes; if either dies the container exits
CMD ["npx", "concurrently", \
"--kill-others", \
"--names", "api,ui", \
"tsx bin/server.ts", \
"node ui/build/index.js"]
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FROM node:22-alpine
WORKDIR /app
# Install all deps (tsx is needed at runtime for ESM + TypeScript)
COPY package*.json ./
RUN npm ci
# Copy source
COPY bin/ ./bin/
COPY server/ ./server/
COPY tsconfig*.json ./
# SQLite database lives here — mount a volume at /app/data in compose
RUN mkdir -p /app/data
ENV DB_PATH=/app/data/market-screener.db
ENV NODE_ENV=production
EXPOSE 3000
CMD ["npx", "tsx", "bin/server.ts"]
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FROM node:22-alpine AS builder
WORKDIR /app
# Copy UI package files and install
COPY ui/package*.json ./ui/
RUN cd ui && npm ci --legacy-peer-deps
# Copy UI source + shared server types (needed for $types alias resolution)
COPY ui/ ./ui/
COPY server/ ./server/
WORKDIR /app/ui
# adapter-auto picks adapter-node when NODE_ENV=production in a container
ENV NODE_ENV=production
RUN npm run build
# --- Runtime stage ---
FROM node:22-alpine
WORKDIR /app
COPY --from=builder /app/ui/build ./build
COPY --from=builder /app/ui/package*.json ./
RUN npm ci --omit=dev --legacy-peer-deps
EXPOSE 3001
ENV PORT=3001
ENV HOST=0.0.0.0
CMD ["node", "build"]
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services:
app:
build: .
restart: unless-stopped
ports:
- "127.0.0.1:3000:3000"
- "127.0.0.1:3001:3001"
environment:
NODE_ENV: production
DB_PATH: /app/data/market-screener.db
API_KEY: ${API_KEY:-}
ANTHROPIC_API_KEY: ${ANTHROPIC_API_KEY}
SIMPLEFIN_ACCESS_URL: ${SIMPLEFIN_ACCESS_URL:-}
SIMPLEFIN_SETUP_TOKEN: ${SIMPLEFIN_SETUP_TOKEN:-}
CLIENT_ORIGIN: ${CLIENT_ORIGIN:-http://localhost}
volumes:
- db_data:/app/data
healthcheck:
test: ["CMD", "wget", "-qO-", "http://localhost:3000/health"]
interval: 30s
timeout: 5s
retries: 3
volumes:
db_data:
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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8"/>
<meta name="viewport" content="width=device-width, initial-scale=1.0"/>
<title>LLM Analysis — Redesign Prototype</title>
<link rel="preconnect" href="https://fonts.googleapis.com"/>
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin/>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=JetBrains+Mono:wght@400;500;600&display=swap" rel="stylesheet"/>
<style>
*,*::before,*::after{box-sizing:border-box;margin:0;padding:0;}
button{font-family:inherit;cursor:pointer;}
:root{
--bg-base: #0a0e14;
--bg-surface: #111820;
--bg-elevated: #1a2332;
--bg-card: #141e2b;
--border: #1e2d3d;
--border-lt: #263447;
--text-1: #e2eaf4;
--text-2: #7a93ad;
--text-3: #3d5166;
--green: #34d17a;
--green-dim: #0d2e1a;
--green-mid: #1a4a2a;
--red: #f05a5a;
--red-dim: #2e0d0d;
--red-mid: #4a1a1a;
--amber: #f0b429;
--amber-dim: #2e2000;
--blue: #4da6ff;
--blue-dim: #0d2240;
--purple: #a78bfa;
--purple-dim: #1e1535;
--teal: #2dd4bf;
--teal-dim: #0d2e2a;
--font-ui: 'Inter', sans-serif;
--font-mono: 'JetBrains Mono', monospace;
--t: 0.18s ease;
}
body{
font-family: var(--font-ui);
background: #060a10;
color: var(--text-1);
font-size: 13px;
line-height: 1.5;
display: flex;
align-items: flex-start;
justify-content: center;
min-height: 100vh;
padding: 24px 16px;
gap: 24px;
}
/* side-by-side comparison */
.compare-label{
font-size: 11px; font-weight: 600; letter-spacing: .08em;
text-transform: uppercase; color: var(--text-3);
text-align: center; margin-bottom: 10px;
}
/* ── PANEL SHELL ── */
.panel{
width: 380px;
background: var(--bg-surface);
border: 1px solid var(--border);
border-radius: 14px;
overflow: hidden;
display: flex;
flex-direction: column;
max-height: 92vh;
}
/* ── HEADER ── */
.panel-header{
display: flex; align-items: center; gap: 10px;
padding: 14px 16px;
border-bottom: 1px solid var(--border);
flex-shrink: 0;
background: var(--bg-surface);
}
.panel-icon{ font-size: 18px; }
.panel-title{ font-size: 14px; font-weight: 700; flex: 1; }
.scope-chip{
padding: 3px 10px; border-radius: 20px;
font-size: 11px; font-weight: 600; letter-spacing: .04em;
background: var(--blue-dim); color: var(--blue);
border: 1px solid #1a3a5c;
}
.close-btn{
width: 26px; height: 26px; border-radius: 6px;
border: 1px solid var(--border);
background: none; color: var(--text-2);
font-size: 16px; display: flex; align-items: center; justify-content: center;
transition: all var(--t);
}
.close-btn:hover{ background: var(--bg-elevated); color: var(--text-1); }
/* ── SCROLLABLE BODY ── */
.panel-body{
flex: 1; overflow-y: auto;
padding: 0;
}
.panel-body::-webkit-scrollbar{ width: 3px; }
.panel-body::-webkit-scrollbar-thumb{ background: var(--border); border-radius: 2px; }
/* ── SENTIMENT HERO ── */
.sentiment-hero{
padding: 20px 16px 16px;
border-bottom: 1px solid var(--border);
}
.sent-top{
display: flex; align-items: center;
justify-content: space-between; margin-bottom: 14px;
}
.sent-badge{
display: inline-flex; align-items: center; gap: 8px;
padding: 6px 16px; border-radius: 24px;
font-size: 13px; font-weight: 700; letter-spacing: .04em;
}
.sent-bullish { background: var(--green-dim); color: var(--green); border: 1px solid var(--green-mid); }
.sent-neutral { background: var(--blue-dim); color: var(--blue); border: 1px solid #1a3a5c; }
.sent-bearish { background: var(--red-dim); color: var(--red); border: 1px solid var(--red-mid); }
.sent-mixed { background: var(--amber-dim); color: var(--amber); border: 1px solid #4a3000; }
.sent-meta{
display: flex; align-items: center; gap: 8px;
}
.sent-time{
font-size: 10px; font-family: var(--font-mono);
color: var(--text-3);
}
.sent-model{
font-size: 10px; padding: 2px 7px; border-radius: 4px;
background: var(--bg-elevated); color: var(--text-3);
font-family: var(--font-mono);
}
/* confidence bar */
.conf-row{
display: flex; align-items: center; gap: 10px;
margin-bottom: 14px;
}
.conf-label{
font-size: 10px; font-weight: 600; letter-spacing: .06em;
text-transform: uppercase; color: var(--text-3); width: 72px; flex-shrink: 0;
}
.conf-track{
flex: 1; height: 5px; background: var(--border);
border-radius: 3px; overflow: hidden;
}
.conf-fill{
height: 100%; border-radius: 3px;
background: linear-gradient(90deg, var(--blue) 0%, var(--teal) 100%);
transition: width .6s ease;
}
.conf-pct{
font-size: 11px; font-weight: 600;
font-family: var(--font-mono); color: var(--blue); width: 36px; text-align: right;
}
/* summary */
.summary-text{
font-size: 13px; line-height: 1.7;
color: var(--text-2);
}
.summary-text strong{ color: var(--text-1); font-weight: 600; }
/* ── SECTION ── */
.section{ padding: 16px 16px 0; }
.section:last-child{ padding-bottom: 16px; }
.section-header{
display: flex; align-items: center; gap: 8px; margin-bottom: 10px;
}
.section-title{
font-size: 10px; font-weight: 700; letter-spacing: .1em;
text-transform: uppercase; color: var(--text-3);
}
.section-count{
font-size: 10px; font-family: var(--font-mono);
padding: 1px 6px; border-radius: 3px;
background: var(--bg-elevated); color: var(--text-3);
}
.section-divider{
flex: 1; height: 1px; background: var(--border);
}
/* ── INDUSTRY CARDS ── */
.industry-list{ display: flex; flex-direction: column; gap: 8px; margin-bottom: 16px; }
.ind-card{
border-radius: 8px; padding: 11px 12px;
border: 1px solid var(--border);
background: var(--bg-card);
transition: border-color var(--t);
cursor: default;
}
.ind-card:hover{ border-color: var(--border-lt); }
.ind-card-top{
display: flex; align-items: flex-start;
justify-content: space-between; gap: 8px; margin-bottom: 6px;
}
.ind-name{
font-size: 12px; font-weight: 600; color: var(--text-1);
line-height: 1.4;
}
.impact-chip{
flex-shrink: 0;
display: inline-flex; align-items: center; gap: 4px;
padding: 2px 8px; border-radius: 4px;
font-size: 10px; font-weight: 700; letter-spacing: .05em;
font-family: var(--font-mono);
}
.imp-bear{ background: var(--red-dim); color: var(--red); border: 1px solid var(--red-mid); }
.imp-bull{ background: var(--green-dim); color: var(--green); border: 1px solid var(--green-mid); }
.imp-neut{ background: var(--bg-elevated); color: var(--text-2); border: 1px solid var(--border); }
.ind-body{
font-size: 12px; line-height: 1.6; color: var(--text-2);
}
.ind-body strong{ color: var(--text-1); font-weight: 600; }
/* accent left border by impact */
.ind-card.bear{ border-left: 2px solid var(--red); }
.ind-card.bull{ border-left: 2px solid var(--green); }
.ind-card.neut{ border-left: 2px solid var(--border-lt); }
/* ── TICKER CARDS ── */
.ticker-list{ display: flex; flex-direction: column; gap: 8px; margin-bottom: 16px; }
.tick-card{
border-radius: 8px; padding: 12px;
border: 1px solid var(--border);
background: var(--bg-card);
transition: border-color var(--t), background var(--t);
cursor: pointer;
}
.tick-card:hover{ border-color: var(--border-lt); background: var(--bg-elevated); }
.tick-top{
display: flex; align-items: center; gap: 8px; margin-bottom: 7px;
}
.tick-sym{
font-size: 15px; font-weight: 700;
font-family: var(--font-mono); letter-spacing: .03em;
color: var(--text-1);
}
.tick-name{
font-size: 11px; color: var(--text-2); flex: 1;
white-space: nowrap; overflow: hidden; text-overflow: ellipsis;
}
.signal-chip{
display: inline-flex; align-items: center; gap: 4px;
padding: 3px 9px; border-radius: 20px;
font-size: 10px; font-weight: 700; letter-spacing: .05em;
}
.sig-bear{ background: var(--red-dim); color: var(--red); border: 1px solid var(--red-mid); }
.sig-bull{ background: var(--green-dim); color: var(--green); border: 1px solid var(--green-mid); }
.sig-neut{ background: var(--bg-elevated); color: var(--text-2); border: 1px solid var(--border); }
.tick-meta{
display: flex; align-items: center; gap: 6px; margin-bottom: 8px;
}
.conf-chip{
font-size: 10px; font-weight: 600; font-family: var(--font-mono);
padding: 2px 8px; border-radius: 4px;
}
.conf-high { background: var(--green-dim); color: var(--green); }
.conf-med { background: var(--amber-dim); color: var(--amber); }
.conf-low { background: var(--bg-elevated); color: var(--text-3); }
.score-tier{
font-size: 10px; font-weight: 600; font-family: var(--font-mono);
color: var(--text-3); padding: 2px 7px; border-radius: 4px;
background: var(--bg-elevated); border: 1px solid var(--border);
}
.score-tip{
font-size: 10px; color: var(--text-3); cursor: help;
text-decoration: underline; text-decoration-style: dotted;
}
.tick-thesis{
font-size: 12px; line-height: 1.6; color: var(--text-2);
padding-top: 8px; border-top: 1px solid var(--border);
}
.tick-thesis strong{ color: var(--text-1); font-weight: 600; }
/* catalyst tag */
.catalyst-tag{
display: inline-flex; align-items: center; gap: 4px;
font-size: 10px; font-weight: 500;
color: var(--purple); background: var(--purple-dim);
padding: 2px 8px; border-radius: 4px;
border: 1px solid #2d2050; margin-top: 7px;
}
/* ── SCREENER PROMPT ── */
.screener-prompt{
margin: 0 16px 16px;
padding: 12px 14px;
background: var(--blue-dim);
border: 1px solid #1a3a5c;
border-radius: 8px;
display: flex; align-items: center; justify-content: space-between; gap: 10px;
}
.sp-text{
font-size: 12px; color: var(--blue); line-height: 1.5;
}
.sp-text strong{ font-weight: 600; }
.sp-btn{
flex-shrink: 0;
padding: 6px 14px; border-radius: 6px;
background: var(--blue); color: #000;
border: none; font-size: 11px; font-weight: 700;
letter-spacing: .04em; cursor: pointer;
transition: background var(--t);
white-space: nowrap;
}
.sp-btn:hover{ background: #7ec0ff; }
/* ── OLD PANEL STYLES (for comparison) ── */
.old-panel{
width: 380px;
background: #1a2030;
border: 1px solid #2a3a50;
border-radius: 12px;
overflow: hidden;
max-height: 92vh;
display: flex; flex-direction: column;
}
.old-header{
display: flex; align-items: center; gap: 10px;
padding: 14px 16px;
border-bottom: 1px solid #2a3a50;
font-size: 14px; font-weight: 700;
}
.old-body{ flex: 1; overflow-y: auto; padding: 16px; }
.old-sentiment{
font-size: 11px; font-weight: 700; letter-spacing: .1em;
text-transform: uppercase; color: #5a7a9a; margin-bottom: 12px;
}
.old-quote{
border-left: 3px solid #3a5a7a;
padding: 4px 0 4px 14px; margin-bottom: 20px;
font-size: 14px; color: #8aaac0; line-height: 1.7;
}
.old-section{
font-size: 11px; font-weight: 700; letter-spacing: .1em;
text-transform: uppercase; color: #c8d8e8; margin-bottom: 12px;
}
.old-ind-card{
background: #1e2a3a; border: 1px solid #2a3a50;
border-radius: 8px; padding: 12px; margin-bottom: 8px;
}
.old-ind-title{ font-size: 13px; font-weight: 600; color: #6a9ac0; margin-bottom: 6px; }
.old-ind-body { font-size: 13px; color: #9ab0c0; line-height: 1.6; }
.old-ticker-card{
background: #1e2a3a; border: 1px solid #2a3a50;
border-radius: 8px; padding: 12px; margin-bottom: 8px;
}
.old-tick-top{
display: flex; align-items: center; gap: 8px; margin-bottom: 6px;
}
.old-tick-sym{ font-size: 16px; font-weight: 700; color: #e8f0f8; }
.old-bear{ background: #c0392b; color: #fff; padding: 2px 8px; border-radius: 4px; font-size: 11px; font-weight: 700; }
.old-med { background: #1a3a5c; color: #4da6ff; padding: 2px 8px; border-radius: 4px; font-size: 11px; font-weight: 700; }
.old-s { background: #2a3a4a; color: #9ab0c0; padding: 2px 8px; border-radius: 4px; font-size: 11px; }
.old-tick-body{ font-size: 13px; color: #9ab0c0; line-height: 1.6; }
</style>
</head>
<body>
<!-- ── BEFORE (current) ── -->
<div>
<div class="compare-label">❌ Before — Current Design</div>
<div class="old-panel">
<div class="old-header">
🤖 LLM Analysis
<span style="background:#1a3a5c;color:#4da6ff;padding:3px 10px;border-radius:20px;font-size:11px;font-weight:600">STOCKS</span>
<span style="margin-left:auto;color:#5a7a9a;font-size:18px;cursor:pointer">×</span>
</div>
<div class="old-body">
<div class="old-sentiment">NEUTRAL</div>
<div class="old-quote">
Tech sector faces a consolidation phase as Apple's underwhelming AI announcements weigh on mega-cap sentiment, while financial stocks and fintech platforms show relative strength; the market braces for inflation data and Fed decisions with elevated volatility across semiconductors and growth equities.
</div>
<div class="old-section">AFFECTED INDUSTRIES</div>
<div class="old-ind-card">
<div class="old-ind-title">Semiconductor Equipment &amp; Materials</div>
<div class="old-ind-body">AI disappointment from AAPL reduces near-term demand signals for chip manufacturers; capex guidance revisions possible as OEMs delay purchasing cycles.</div>
</div>
<div class="old-ind-card">
<div class="old-ind-title">Enterprise Software &amp; Cloud Infrastructure</div>
<div class="old-ind-body">Inflation data and Fed rate expectations influence SaaS margin profiles and customer IT budget allocation; higher rates pressure growth-at-all-costs valuations.</div>
</div>
<div class="old-ind-card">
<div class="old-ind-title">Consumer Discretionary &amp; Travel/Hospitality</div>
<div class="old-ind-body">Earnings misses at MTN signal consumer spending weakness; tariff concerns (Trump pivot) threaten cost structures for imported goods and leisure operators.</div>
</div>
<br/>
<div class="old-section">RELATED TICKERS TO WATCH</div>
<div class="old-ticker-card">
<div class="old-tick-top">
<span class="old-tick-sym">LRCX</span>
<span class="old-bear">BEAR</span>
<span class="old-med">MEDIUM</span>
<span class="old-s">S4</span>
</div>
<div class="old-tick-body">Semiconductor equipment supplier directly exposed to AI capex cycles; Apple AI letdown signals delayed fab tool orders and potential guidance misses.</div>
</div>
<div class="old-ticker-card">
<div class="old-tick-top">
<span class="old-tick-sym">ASML</span>
<span class="old-bear">BEAR</span>
<span class="old-med">MEDIUM</span>
<span class="old-s">S3</span>
</div>
<div class="old-tick-body">Upstream equipment vendor to chip makers; weakening AI demand narrative pressures customer capex visibility and order book confidence.</div>
</div>
</div>
</div>
</div>
<!-- ── AFTER (redesigned) ── -->
<div>
<div class="compare-label">✅ After — Redesigned</div>
<div class="panel">
<!-- header -->
<div class="panel-header">
<span class="panel-icon">🤖</span>
<span class="panel-title">LLM Analysis</span>
<span class="scope-chip">STOCKS</span>
<button class="close-btn">×</button>
</div>
<div class="panel-body">
<!-- ── SENTIMENT HERO ── -->
<div class="sentiment-hero">
<div class="sent-top">
<span class="sent-badge sent-neutral">
⊙ Neutral
</span>
<div class="sent-meta">
<span class="sent-time">2 min ago</span>
<span class="sent-model">claude-sonnet</span>
</div>
</div>
<!-- confidence bar -->
<div class="conf-row">
<span class="conf-label">Confidence</span>
<div class="conf-track">
<div class="conf-fill" style="width:72%"></div>
</div>
<span class="conf-pct">72%</span>
</div>
<div class="summary-text">
Tech sector faces a <strong>consolidation phase</strong> as Apple's underwhelming AI announcements weigh on mega-cap sentiment, while <strong>financial stocks and fintech</strong> show relative strength. Market braces for inflation data and Fed decisions — elevated volatility expected across semiconductors and growth equities.
</div>
</div>
<!-- ── AFFECTED INDUSTRIES ── -->
<div class="section">
<div class="section-header">
<span class="section-title">Affected Industries</span>
<span class="section-count">4</span>
<div class="section-divider"></div>
</div>
<div class="industry-list">
<div class="ind-card bear">
<div class="ind-card-top">
<span class="ind-name">Semiconductor Equipment &amp; Materials</span>
<span class="impact-chip imp-bear">▼ BEAR</span>
</div>
<div class="ind-body">
<strong>AAPL AI letdown</strong> reduces near-term demand signals for chip manufacturers. Capex guidance revisions possible as OEMs delay purchasing cycles.
</div>
</div>
<div class="ind-card bear">
<div class="ind-card-top">
<span class="ind-name">Enterprise Software &amp; Cloud Infrastructure</span>
<span class="impact-chip imp-bear">▼ BEAR</span>
</div>
<div class="ind-body">
<strong>Higher rates</strong> pressure SaaS margin profiles and customer IT budget allocation. Growth-at-all-costs valuations face multiple compression.
</div>
</div>
<div class="ind-card bear">
<div class="ind-card-top">
<span class="ind-name">Consumer Discretionary &amp; Travel</span>
<span class="impact-chip imp-bear">▼ BEAR</span>
</div>
<div class="ind-body">
<strong>MTN earnings miss</strong> signals consumer spending weakness. Tariff concerns threaten cost structures for imported goods and leisure operators.
</div>
</div>
<div class="ind-card bull">
<div class="ind-card-top">
<span class="ind-name">Private Credit &amp; Non-Bank Lending</span>
<span class="impact-chip imp-bull">▲ BULL</span>
</div>
<div class="ind-body">
Rising yields reflect well on BDC net interest margins. <strong>Fintech lenders like SOFI</strong> benefit from institutional inflows, though spread compression is a risk.
</div>
</div>
</div>
</div>
<!-- ── RELATED TICKERS ── -->
<div class="section">
<div class="section-header">
<span class="section-title">Tickers to Watch</span>
<span class="section-count">5</span>
<div class="section-divider"></div>
</div>
<div class="ticker-list">
<div class="tick-card">
<div class="tick-top">
<span class="tick-sym">LRCX</span>
<span class="tick-name">Lam Research Corp</span>
<span class="signal-chip sig-bear">▼ BEARISH</span>
</div>
<div class="tick-meta">
<span class="conf-chip conf-med">MED confidence</span>
<span class="score-tier" title="Screener score tier: S4 = score 4/20">Screener S4</span>
</div>
<div class="tick-thesis">
Semiconductor equipment supplier <strong>directly exposed to AI capex cycles</strong>. Apple AI letdown signals delayed fab tool orders and potential guidance misses.
</div>
<div class="catalyst-tag">⚡ Catalyst: AAPL AI capex cut</div>
</div>
<div class="tick-card">
<div class="tick-top">
<span class="tick-sym">ASML</span>
<span class="tick-name">ASML Holding NV</span>
<span class="signal-chip sig-bear">▼ BEARISH</span>
</div>
<div class="tick-meta">
<span class="conf-chip conf-med">MED confidence</span>
<span class="score-tier" title="Screener score tier: S3 = score 3/20">Screener S3</span>
</div>
<div class="tick-thesis">
Upstream equipment vendor. <strong>Weakening AI demand narrative</strong> pressures customer capex visibility and order book confidence near-term.
</div>
<div class="catalyst-tag">⚡ Catalyst: AI capex slowdown</div>
</div>
<div class="tick-card">
<div class="tick-top">
<span class="tick-sym">SOFI</span>
<span class="tick-name">SoFi Technologies</span>
<span class="signal-chip sig-bull">▲ BULLISH</span>
</div>
<div class="tick-meta">
<span class="conf-chip conf-med">MED confidence</span>
<span class="score-tier" title="Screener score tier: S6 = score 6/20">Screener S6</span>
</div>
<div class="tick-thesis">
Fintech lender benefiting from <strong>institutional inflows</strong> as yields rise. Watch for spread compression risk if credit conditions tighten further.
</div>
<div class="catalyst-tag">⚡ Catalyst: Rate environment tailwind</div>
</div>
<div class="tick-card">
<div class="tick-top">
<span class="tick-sym">MTN</span>
<span class="tick-name">Vail Resorts Inc</span>
<span class="signal-chip sig-bear">▼ BEARISH</span>
</div>
<div class="tick-meta">
<span class="conf-chip conf-high">HIGH confidence</span>
<span class="score-tier">Screener S2</span>
</div>
<div class="tick-thesis">
Recent <strong>earnings miss</strong> directly signals consumer discretionary softness. Tariff pressure compounds cost-side risks. Monitor forward guidance closely.
</div>
<div class="catalyst-tag">⚡ Catalyst: Earnings miss + tariff risk</div>
</div>
<div class="tick-card">
<div class="tick-top">
<span class="tick-sym">NVDA</span>
<span class="tick-name">NVIDIA Corp</span>
<span class="signal-chip sig-neut">⊙ WATCH</span>
</div>
<div class="tick-meta">
<span class="conf-chip conf-low">LOW confidence</span>
<span class="score-tier">Screener S13</span>
</div>
<div class="tick-thesis">
<strong>Dual exposure</strong>: benefits from AI capex but indirectly exposed if Apple's AI pullback signals broader industry caution. Monitor hyperscaler guidance.
</div>
<div class="catalyst-tag">⚡ Catalyst: Hyperscaler capex announcements</div>
</div>
</div>
</div>
<!-- ── SCREENER BRIDGE ── -->
<div class="screener-prompt">
<div class="sp-text">
<strong>Screen these tickers</strong> to see current signals, scores, and gate results.
</div>
<button class="sp-btn">Screen All →</button>
</div>
</div><!-- /panel-body -->
</div><!-- /panel -->
</div>
</body>
</html>
+4 -1
View File
@@ -16,9 +16,12 @@
"prepare": "husky"
},
"lint-staged": {
"*.{ts,js}": [
"{server,bin,tests}/**/*.{ts,js}": [
"eslint --fix",
"prettier --write"
],
"ui/src/**/*.ts": [
"prettier --write"
]
},
"dependencies": {
+7 -1
View File
@@ -10,6 +10,7 @@ import { PortfolioAdvisor } from './domains/portfolio';
import { CallsController, CalendarService } from './domains/calls';
import { AuthController, AuthService, UserStore, verifyJwt } from './domains/auth';
import type { TokenPayload } from './domains/auth';
import { WatchlistController, WatchlistRepository } from './domains/watchlist';
// Shared infrastructure
import {
@@ -19,6 +20,7 @@ import {
LLMAnalyst,
MarketCallRepository,
PortfolioRepository,
SignalSnapshotRepository,
createDb,
DatabaseConnection,
QueryAudit,
@@ -124,12 +126,14 @@ export async function buildApp({ logger = true, db: injectedDb }: BuildAppOption
const innerWidth = Math.max(line1.length, line2.length) + 2;
const hr = '─'.repeat(innerWidth);
const pad = (s: string) => `${s}${' '.repeat(innerWidth - 1 - s.length)}`;
/* eslint-disable no-console -- boot-time invite code must reach the operator's terminal */
console.log(`\n┌${hr}`);
console.log(pad(''));
console.log(pad(line1));
console.log(pad(line2));
console.log(pad(''));
console.log(`${hr}\n`);
/* eslint-enable no-console */
const userStore = new UserStore(db);
const authService = new AuthService(userStore, JWT_SECRET);
@@ -137,7 +141,7 @@ export async function buildApp({ logger = true, db: injectedDb }: BuildAppOption
// Register controllers
// Public routes (GET) remain open; write routes require JWT + trader role
new ScreenerController(engine, catalystCache).register(app);
new ScreenerController(engine, catalystCache, new SignalSnapshotRepository(db)).register(app);
new FinanceController(engine, new PortfolioRepository(db), advisor, {
authGuard,
traderGuard,
@@ -148,6 +152,8 @@ export async function buildApp({ logger = true, db: injectedDb }: BuildAppOption
}).register(app);
new AnalyzeController(catalystCache, llm).register(app);
new WatchlistController(new WatchlistRepository(db), { authGuard }).register(app);
app.get('/health', async () => ({ status: 'ok' }));
return app;
+2
View File
@@ -119,9 +119,11 @@ export class AuthService {
this.#store.createResetToken(user.id, token, expiresAt);
const link = `${appOrigin}/auth/reset-password?token=${token}`;
/* eslint-disable no-console -- no mailer yet: reset link must reach the operator's terminal */
console.log('\n🔐 Password reset requested for:', email);
console.log(' Link (expires in 1 hour):');
console.log(` ${link}\n`);
/* eslint-enable no-console */
}
/**
+8 -8
View File
@@ -143,7 +143,7 @@ export class ScreenerEngine {
asset,
fundamental,
inflated,
signal: this.signal(fundamental.label, inflated.label),
signal: this.signal(fundamental, inflated),
});
} catch (err) {
results.ERROR.push({
@@ -184,13 +184,13 @@ export class ScreenerEngine {
}
}
private signal(fundamentalLabel: string, inflatedLabel: string): Signal {
const green = (l: string) => l.startsWith('🟢');
const yellow = (l: string) => l.startsWith('🟡');
if (green(fundamentalLabel)) return SIGNAL.STRONG_BUY;
if (green(inflatedLabel) && yellow(fundamentalLabel)) return SIGNAL.MOMENTUM;
if (green(inflatedLabel) && !green(fundamentalLabel)) return SIGNAL.SPECULATION;
if (yellow(fundamentalLabel) || yellow(inflatedLabel)) return SIGNAL.NEUTRAL;
// Signal derives from the structured verdict tier — never from label strings.
// Rewording a display label can no longer silently corrupt signals.
private signal(fundamental: ScoreResult, inflated: ScoreResult): Signal {
if (fundamental.tier === 'PASS') return SIGNAL.STRONG_BUY;
if (inflated.tier === 'PASS' && fundamental.tier === 'HOLD') return SIGNAL.MOMENTUM;
if (inflated.tier === 'PASS') return SIGNAL.SPECULATION;
if (fundamental.tier === 'HOLD' || inflated.tier === 'HOLD') return SIGNAL.NEUTRAL;
return SIGNAL.AVOID;
}
@@ -22,6 +22,8 @@ export class BondScorer {
if (metrics.creditRatingNumeric < gates.minCreditRating) {
return {
label: '🔴 REJECT',
tier: 'REJECT',
score: null,
scoreSummary: `Credit rating gate failed: ${metrics.creditRating} (${metrics.creditRatingNumeric}) < ${gates.minCreditRating}`,
audit: {
passedGates: false,
@@ -42,6 +44,8 @@ export class BondScorer {
return {
label: score >= 4 ? '🟢 Attractive' : score >= 1 ? '🟡 Neutral' : '🔴 Avoid',
tier: score >= 4 ? 'PASS' : score >= 1 ? 'HOLD' : 'REJECT',
score,
scoreSummary: `Score: ${score}`,
audit: { passedGates: true, breakdown },
};
+51 -18
View File
@@ -1,6 +1,13 @@
import type { EtfMetrics, ScoreResult } from '../../../domains/shared';
export class EtfScorer {
/** Parse to a finite number, preserving null for missing data. */
private static n(v: unknown): number | null {
if (v == null) return null;
const f = parseFloat(String(v));
return Number.isFinite(f) ? f : null;
}
static score(
m: EtfMetrics,
rules: {
@@ -11,51 +18,77 @@ export class EtfScorer {
): ScoreResult {
const { gates, weights, thresholds } = rules;
const metrics = {
expenseRatio: parseFloat(String(m.expenseRatio)) || 0,
yield: parseFloat(String(m.yield)) || 0,
volume: parseFloat(String(m.volume)) || 0,
fiveYearReturn: parseFloat(String(m.fiveYearReturn)) || 0,
expenseRatio: EtfScorer.n(m.expenseRatio),
yield: EtfScorer.n(m.yield),
volume: EtfScorer.n(m.volume),
fiveYearReturn: EtfScorer.n(m.fiveYearReturn),
};
// Gates are only checked when the underlying data exists — missing data
// skips the gate (same convention as StockScorer) instead of auto-failing.
const failures: string[] = [];
if (metrics.expenseRatio > gates.maxExpenseRatio) {
if (metrics.expenseRatio != null && metrics.expenseRatio > gates.maxExpenseRatio) {
failures.push(`Expense ratio: ${metrics.expenseRatio} > ${gates.maxExpenseRatio}`);
}
if (
metrics.fiveYearReturn != null &&
thresholds.minFiveYearReturn != null &&
metrics.fiveYearReturn < thresholds.minFiveYearReturn
) {
failures.push(`5-year return: ${metrics.fiveYearReturn}% < ${thresholds.minFiveYearReturn}%`);
}
if (thresholds.minVolume != null && metrics.volume < thresholds.minVolume) {
if (
metrics.volume != null &&
thresholds.minVolume != null &&
metrics.volume < thresholds.minVolume
) {
failures.push(`Volume: ${metrics.volume} < ${thresholds.minVolume}`);
}
if (failures.length > 0) {
return {
label: '🔴 REJECT',
tier: 'REJECT',
score: null,
scoreSummary: `Gate failed: ${failures.map((f) => f.split(':')[0]).join(', ')}`,
audit: { passedGates: false, failures },
};
}
const breakdown: Record<string, number> = {
cost: metrics.expenseRatio <= thresholds.maxExpense ? weights.lowCost : -3,
yield: metrics.yield >= thresholds.minYield ? weights.yield : -1,
vol: metrics.volume >= (thresholds.minVolume ?? 1_000_000) ? 0 : -2,
fiveYearReturn:
thresholds.minFiveYearReturn != null
? metrics.fiveYearReturn >= thresholds.minFiveYearReturn
? (weights.fiveYearReturn ?? 1)
: -1
: 0,
};
// Factors only fire when the underlying data exists.
const breakdown: Record<string, number> = {};
if (metrics.expenseRatio != null) {
breakdown.cost = metrics.expenseRatio <= thresholds.maxExpense ? weights.lowCost : -3;
}
if (metrics.yield != null) {
breakdown.yield = metrics.yield >= thresholds.minYield ? weights.yield : -1;
}
if (metrics.volume != null) {
breakdown.vol = metrics.volume >= (thresholds.minVolume ?? 1_000_000) ? 0 : -2;
}
if (metrics.fiveYearReturn != null && thresholds.minFiveYearReturn != null) {
breakdown.fiveYearReturn =
metrics.fiveYearReturn >= thresholds.minFiveYearReturn ? (weights.fiveYearReturn ?? 1) : -1;
}
const activeFactors = Object.keys(breakdown).length;
const score = Object.values(breakdown).reduce((a, b) => a + b, 0);
if (activeFactors === 0) {
return {
label: '🟡 Neutral (No Data)',
tier: 'HOLD',
score: 0,
scoreSummary: 'Score: 0 (no metrics available)',
audit: { passedGates: true, breakdown, coverage: { active: 0, total: 4 } },
};
}
return {
label: score >= 3 ? '🟢 Efficient' : score >= 0 ? '🟡 Neutral' : '🔴 Expensive/Low Yield',
tier: score >= 3 ? 'PASS' : score >= 0 ? 'HOLD' : 'REJECT',
score,
scoreSummary: `Score: ${score}`,
audit: { passedGates: true, breakdown },
audit: { passedGates: true, breakdown, coverage: { active: activeFactors, total: 4 } },
};
}
}
+55 -6
View File
@@ -1,9 +1,24 @@
import type { NumVal, SanitizedMetrics, ScoreResult, StockMetrics } from '../../../domains/shared';
export class StockScorer {
/**
* Parse to a finite number, preserving 0 — zero is a real value for metrics
* like revenueGrowth (stagnant), debtToEquity (debt-free), or
* dcfMarginOfSafety (exactly fair value).
*/
private static n(v: unknown): NumVal {
if (v == null) return null;
const f = parseFloat(String(v));
return !isNaN(f) && f !== 0 ? f : null;
return Number.isFinite(f) ? f : null;
}
/**
* Parse to a strictly positive number. Used for ratios where 0 is
* impossible and indicates junk/missing data (P/E, PEG, P/B, P/FFO).
*/
private static pos(v: unknown): NumVal {
const f = StockScorer.n(v);
return f != null && f > 0 ? f : null;
}
private static scoreValue(val: number, high: number, med: number, weight: number): number {
@@ -46,6 +61,8 @@ export class StockScorer {
if (failures.length > 0) {
return {
label: '🔴 REJECT',
tier: 'REJECT',
score: null,
scoreSummary: `Gate failed: ${failures.join(' | ')}`,
audit: { passedGates: false, failures },
};
@@ -172,6 +189,8 @@ export class StockScorer {
breakdown[f.key] = f.fn() as number;
return sum + breakdown[f.key];
}, 0);
const activeFactors = Object.keys(breakdown).length;
const coverage = { active: activeFactors, total: factors.length };
const riskFlags = [
m.beta != null && m.beta > 1.5 && `High volatility (β ${m.beta.toFixed(2)})`,
@@ -207,10 +226,34 @@ export class StockScorer {
`DCF: stock trading ${Math.abs(m.dcfMarginOfSafety).toFixed(0)}% above intrinsic value`,
].filter(Boolean) as string[];
// No factor had data — distinguish "insufficient data" from a genuine
// neutral score so the UI doesn't present an unknown as a Hold verdict.
if (activeFactors === 0) {
return {
label: '🟡 HOLD (No Data)',
tier: 'HOLD',
score: 0,
scoreSummary: 'Score: 0 (no scoring factors had data)',
audit: {
passedGates: true,
breakdown,
riskFlags: riskFlags.length ? riskFlags : null,
coverage,
},
};
}
return {
label: StockScorer.label(totalScore),
tier: StockScorer.tier(totalScore),
score: totalScore,
scoreSummary: `Score: ${totalScore}`,
audit: { passedGates: true, breakdown, riskFlags: riskFlags.length ? riskFlags : null },
audit: {
passedGates: true,
breakdown,
riskFlags: riskFlags.length ? riskFlags : null,
coverage,
},
};
}
@@ -221,6 +264,12 @@ export class StockScorer {
return '🔴 REJECT';
}
private static tier(score: number): 'PASS' | 'HOLD' | 'REJECT' {
if (score >= 4) return 'PASS';
if (score >= 0) return 'HOLD';
return 'REJECT';
}
private static sanitize(m: StockMetrics): SanitizedMetrics {
const w52 =
m.week52High != null && m.week52High > 0 && m.week52Low != null && m.currentPrice > 0
@@ -229,16 +278,16 @@ export class StockScorer {
return {
debtToEquity: StockScorer.n(m.debtToEquity),
quickRatio: StockScorer.n(m.quickRatio),
peRatio: StockScorer.n(m.peRatio),
pegRatio: StockScorer.n(m.pegRatio),
priceToBook: StockScorer.n(m.priceToBook),
peRatio: StockScorer.pos(m.peRatio),
pegRatio: StockScorer.pos(m.pegRatio),
priceToBook: StockScorer.pos(m.priceToBook),
netProfitMargin: StockScorer.n(m.netProfitMargin),
operatingMargin: StockScorer.n(m.operatingMargin),
returnOnEquity: StockScorer.n(m.returnOnEquity),
revenueGrowth: StockScorer.n(m.revenueGrowth),
fcfYield: StockScorer.n(m.fcfYield),
dividendYield: StockScorer.n(m.dividendYield),
pFFO: StockScorer.n(m.pFFO),
pFFO: StockScorer.pos(m.pFFO),
beta: StockScorer.n(m.beta),
week52Position: w52,
week52Change: StockScorer.n(m.week52Change),
+51 -2
View File
@@ -1,13 +1,15 @@
import type { FastifyInstance, FastifyRequest } from 'fastify';
import { ScreenerEngine } from './ScreenerEngine';
import { CatalystCache } from '../../domains/shared';
import type { LiveAssetResult } from '../../domains/shared';
import { CatalystCache, SignalSnapshotRepository } from '../../domains/shared';
import type { LiveAssetResult, ScreenerResult } from '../../domains/shared';
import { screenSchema } from '../../domains/shared/types/schemas';
export class ScreenerController {
constructor(
private readonly engine: ScreenerEngine,
private readonly catalystCache: CatalystCache,
// Optional so tests and minimal setups work without a database.
private readonly snapshots?: SignalSnapshotRepository,
) {}
register(app: FastifyInstance): void {
@@ -21,6 +23,29 @@ export class ScreenerController {
{ config: { rateLimit: { max: 10, timeWindow: '1 minute' } } },
this.catalysts.bind(this),
);
app.get('/api/screen/history/:ticker', this.history.bind(this));
}
/** Signal snapshot history for one ticker (P0.1 ledger read side). */
private async history(req: FastifyRequest) {
if (!this.snapshots) return { ticker: null, snapshots: [] };
const { ticker } = req.params as { ticker: string };
return {
ticker: ticker.toUpperCase(),
snapshots: this.snapshots.history(ticker).map((row) => ({
date: row.snapshot_date,
signal: row.signal,
price: row.price,
fundamental: { tier: row.fundamental_tier, score: row.fundamental_score },
inflated: { tier: row.inflated_tier, score: row.inflated_score },
coverage:
row.coverage_active != null
? { active: row.coverage_active, total: row.coverage_total }
: null,
riskFlags: row.risk_flags ? JSON.parse(row.risk_flags) : [],
rateRegime: row.rate_regime,
})),
};
}
private static serializeAssets(arr: LiveAssetResult[]) {
@@ -39,6 +64,7 @@ export class ScreenerController {
private async screen(req: FastifyRequest) {
const tickers = (req.body as { tickers: string[] }).tickers.map((t) => t.toUpperCase());
const results = await this.engine.screenTickers(tickers);
this.recordSnapshots(results, req);
return {
...results,
STOCK: ScreenerController.serializeAssets(results.STOCK as LiveAssetResult[]),
@@ -47,6 +73,29 @@ export class ScreenerController {
};
}
/**
* P0.1 signal track record — persist one snapshot per asset per day.
* Best-effort: a snapshot failure must never fail the screen response.
*/
private recordSnapshots(results: ScreenerResult, req: FastifyRequest): void {
if (!this.snapshots) return;
try {
const rateRegime = results.marketContext?.rateRegime ?? null;
const inputs = [...results.STOCK, ...results.ETF, ...results.BOND].map((r) => ({
ticker: r.asset.ticker,
assetType: r.asset.type,
price: r.asset.currentPrice ?? null,
signal: r.signal,
fundamental: r.fundamental,
inflated: r.inflated,
rateRegime,
}));
this.snapshots.recordBatch(inputs);
} catch (err) {
req.log?.warn?.({ err }, 'signal snapshot recording failed');
}
}
private async catalysts() {
const { tickers, stories } = await this.catalystCache.get();
return { tickers, stories };
+25 -13
View File
@@ -7,14 +7,20 @@ export class DataMapper {
// ── Public entry point ────────────────────────────────────────────────────
static mapToStandardFormat(ticker: string, summary: YahooSummary): MappedData {
const quoteType = summary.price?.quoteType as string | undefined;
const category = ((summary.assetProfile?.category as string) || '').toLowerCase();
const yieldVal = (summary.summaryDetail?.trailingAnnualDividendYield as number) ?? 0;
// Prefer fundProfile.categoryName (Morningstar category, e.g. "Intermediate
// Core Bond") — assetProfile.category is rarely populated for ETFs. A
// dividend-yield heuristic is deliberately NOT used: high-yield equity ETFs
// (SCHD, VYM) are not bonds.
const category = (
(summary.fundProfile?.categoryName as string) ||
(summary.assetProfile?.category as string) ||
''
).toLowerCase();
const isBond =
category.includes('bond') ||
category.includes('fixed income') ||
category.includes('treasury') ||
(quoteType === 'ETF' && yieldVal > 0.02 && category === '');
category.includes('treasury');
if (quoteType === 'ETF') {
return isBond
@@ -143,17 +149,23 @@ export class DataMapper {
}
// ── ETF ───────────────────────────────────────────────────────────────────
// Missing fields are preserved as null (not coerced to 0) so EtfScorer can
// skip the corresponding gate instead of auto-failing on absent Yahoo data.
private static mapEtfData(summary: YahooSummary) {
const num = (v: unknown): number | null =>
typeof v === 'number' && Number.isFinite(v) ? v : null;
const expenseRatio = num(summary.summaryDetail?.expenseRatio);
const dividendYield = num(summary.summaryDetail?.trailingAnnualDividendYield);
const fiveYearReturn = num(summary.defaultKeyStatistics?.fiveYearAverageReturn);
return {
expenseRatio: ((summary.summaryDetail?.expenseRatio as number) ?? 0) * 100,
totalAssets: (summary.summaryDetail?.totalAssets as number) ?? 0,
yield: ((summary.summaryDetail?.trailingAnnualDividendYield as number) ?? 0) * 100,
fiveYearReturn: ((summary.defaultKeyStatistics?.fiveYearAverageReturn as number) ?? 0) * 100,
volume:
(summary.summaryDetail?.averageVolume as number) ??
(summary.price?.averageVolume as number) ??
0,
currentPrice: (summary.price?.regularMarketPrice as number) ?? 0,
expenseRatio: expenseRatio != null ? expenseRatio * 100 : null,
totalAssets: num(summary.summaryDetail?.totalAssets),
yield: dividendYield != null ? dividendYield * 100 : null,
fiveYearReturn: fiveYearReturn != null ? fiveYearReturn * 100 : null,
volume: num(summary.summaryDetail?.averageVolume) ?? num(summary.price?.averageVolume),
currentPrice: num(summary.price?.regularMarketPrice) ?? 0,
};
}
@@ -60,6 +60,7 @@ export const YAHOO_MODULES: string[] = [
'defaultKeyStatistics',
'price',
'summaryDetail',
'fundProfile', // categoryName drives ETF vs bond-fund classification in DataMapper
];
export const SIGNAL_ORDER: Record<string, number> = {
@@ -139,6 +139,15 @@ export class DatabaseConnection {
return txn();
}
/**
* Execute a raw SQL SELECT and return all rows.
* Use only when QueryBuilder is not practical (e.g. static named queries).
*/
rawAll<T = Record<string, unknown>>(sql: string, params: unknown[] = []): T[] {
const stmt = this.getOrCacheStatement(sql);
return stmt.all(...params) as T[];
}
/**
* Execute a raw SQL SELECT and return the first row.
* Use only when QueryBuilder is not practical (e.g. auth domain with static queries).
@@ -130,6 +130,82 @@ export const RESET_TOKEN_QUERIES = {
// ── Schema Definition (DDL) ──────────────────────────────────────────────────
// ── Watchlist Queries ────────────────────────────────────────────────────────
export const WATCHLIST_QUERIES = {
SELECT_ALL: `
SELECT ticker, pinned_at
FROM watchlist
WHERE user_id = ?
ORDER BY pinned_at DESC
`,
INSERT: `
INSERT OR IGNORE INTO watchlist (ticker, user_id, pinned_at)
VALUES (?, ?, ?)
`,
DELETE: `
DELETE FROM watchlist WHERE ticker = ? AND user_id = ?
`,
EXISTS: `
SELECT 1 FROM watchlist WHERE ticker = ? AND user_id = ?
`,
};
// ── Signal Snapshot Queries (P0.1 — signal track record) ────────────────────
export const SIGNAL_SNAPSHOT_QUERIES = {
// One row per ticker per day — repeated screens the same day keep the latest
UPSERT: `
INSERT INTO signal_snapshots (
ticker, snapshot_date, asset_type, price, signal,
fundamental_tier, fundamental_score, fundamental_label,
inflated_tier, inflated_score, inflated_label,
coverage_active, coverage_total, risk_flags, rate_regime, created_at
)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
ON CONFLICT(ticker, snapshot_date) DO UPDATE SET
asset_type = excluded.asset_type,
price = excluded.price,
signal = excluded.signal,
fundamental_tier = excluded.fundamental_tier,
fundamental_score = excluded.fundamental_score,
fundamental_label = excluded.fundamental_label,
inflated_tier = excluded.inflated_tier,
inflated_score = excluded.inflated_score,
inflated_label = excluded.inflated_label,
coverage_active = excluded.coverage_active,
coverage_total = excluded.coverage_total,
risk_flags = excluded.risk_flags,
rate_regime = excluded.rate_regime,
created_at = excluded.created_at
`,
// Full history for one ticker, oldest first (for trend/backtest views)
SELECT_BY_TICKER: `
SELECT * FROM signal_snapshots
WHERE ticker = ?
ORDER BY snapshot_date ASC
`,
// All snapshots for one day (for daily diff jobs)
SELECT_BY_DATE: `
SELECT * FROM signal_snapshots
WHERE snapshot_date = ?
ORDER BY ticker ASC
`,
// Latest snapshot per ticker on or before a given date (for change detection)
SELECT_LATEST_BEFORE: `
SELECT s.* FROM signal_snapshots s
JOIN (
SELECT ticker, MAX(snapshot_date) AS d
FROM signal_snapshots
WHERE snapshot_date < ?
GROUP BY ticker
) latest ON latest.ticker = s.ticker AND latest.d = s.snapshot_date
`,
};
export const DDL = `
CREATE TABLE IF NOT EXISTS users (
id TEXT PRIMARY KEY,
@@ -167,6 +243,36 @@ export const DDL = `
snapshot TEXT NOT NULL, -- JSON object
created_at TEXT NOT NULL
);
CREATE TABLE IF NOT EXISTS watchlist (
ticker TEXT NOT NULL,
user_id TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
pinned_at TEXT NOT NULL,
PRIMARY KEY (ticker, user_id)
);
CREATE TABLE IF NOT EXISTS signal_snapshots (
ticker TEXT NOT NULL,
snapshot_date TEXT NOT NULL, -- YYYY-MM-DD
asset_type TEXT NOT NULL, -- STOCK / ETF / BOND
price REAL,
signal TEXT NOT NULL, -- ✅ Strong Buy etc.
fundamental_tier TEXT NOT NULL, -- PASS / HOLD / REJECT
fundamental_score REAL,
fundamental_label TEXT,
inflated_tier TEXT NOT NULL,
inflated_score REAL,
inflated_label TEXT,
coverage_active INTEGER,
coverage_total INTEGER,
risk_flags TEXT, -- JSON array
rate_regime TEXT,
created_at TEXT NOT NULL,
PRIMARY KEY (ticker, snapshot_date)
);
CREATE INDEX IF NOT EXISTS idx_snapshots_date ON signal_snapshots(snapshot_date);
CREATE INDEX IF NOT EXISTS idx_snapshots_signal ON signal_snapshots(signal, snapshot_date);
`;
// ── Runtime migrations (ALTER TABLE for existing DBs) ────────────────────────
+19 -9
View File
@@ -6,24 +6,34 @@ export class Etf extends Asset {
constructor(data: EtfData) {
super(data);
// Preserve null for missing fields — coercing to 0 would auto-fail gates
// in EtfScorer for data Yahoo simply didn't return.
const num = (v: unknown): number | null => {
if (v == null) return null;
const f = parseFloat(String(v));
return Number.isFinite(f) ? f : null;
};
this.metrics = {
expenseRatio: parseFloat(String(data.expenseRatio)) || 0,
totalAssets: parseFloat(String(data.totalAssets)) || 0,
yield: parseFloat(String(data.yield)) || 0,
volume: parseFloat(String(data.volume)) || 0,
fiveYearReturn: parseFloat(String(data.fiveYearReturn)) || 0,
expenseRatio: num(data.expenseRatio),
totalAssets: num(data.totalAssets),
yield: num(data.yield),
volume: num(data.volume),
fiveYearReturn: num(data.fiveYearReturn),
};
}
getDisplayMetrics(): Record<string, string> {
const m = this.metrics;
const fmt = (v: number | null, dec: number, suffix = '') =>
v != null ? `${v.toFixed(dec)}${suffix}` : '—';
return {
Ticker: this.ticker,
Type: 'ETF',
Price: this.formatCurrency(this.currentPrice),
'Exp Ratio%': `${this.metrics.expenseRatio.toFixed(2)}%`,
'Yield%': `${this.metrics.yield.toFixed(2)}%`,
AUM: this.formatLargeNumber(this.metrics.totalAssets),
'5Y Return%': `${this.metrics.fiveYearReturn.toFixed(1)}%`,
'Exp Ratio%': fmt(m.expenseRatio, 2, '%'),
'Yield%': fmt(m.yield, 2, '%'),
AUM: m.totalAssets != null ? this.formatLargeNumber(m.totalAssets) : '—',
'5Y Return%': fmt(m.fiveYearReturn, 1, '%'),
};
}
}
+2
View File
@@ -25,6 +25,8 @@ export { MarketRegime } from './scoring/MarketRegime';
// Persistence (repositories)
export { MarketCallRepository } from './persistence/MarketCallRepository';
export { PortfolioRepository } from './persistence/PortfolioRepository';
export { SignalSnapshotRepository } from './persistence/SignalSnapshotRepository';
export type { SnapshotInput } from './persistence/SignalSnapshotRepository';
export { DatabaseConnection, QueryAudit, createDb } from './db/index';
// Config & Constants
@@ -0,0 +1,90 @@
import { DatabaseConnection } from '../db/index';
import { QueryBuilder } from '../utils/QueryBuilder';
import type { ScoreResult, SignalSnapshotRow } from '../types';
/**
* Signal snapshot ledger (PRODUCT.md P0.1).
*
* Persists one row per ticker per day on every /api/screen call so the
* product builds a verifiable signal track record. This data cannot be
* backfilled — the backtest dashboard (Phase 10.5e), thesis review (10.6d),
* and calibration features all depend on it accumulating from day one.
*
* Recording is best-effort: failures are logged by the caller and must never
* fail the screen request itself.
*/
export interface SnapshotInput {
ticker: string;
assetType: string;
price: number | null;
signal: string;
fundamental: ScoreResult;
inflated: ScoreResult;
rateRegime?: string | null;
}
export class SignalSnapshotRepository {
constructor(private readonly db: DatabaseConnection) {}
/**
* Upsert today's snapshot for a batch of screened assets.
* Repeated screens on the same day keep the latest result.
*/
recordBatch(inputs: SnapshotInput[], date = SignalSnapshotRepository.today()): number {
let written = 0;
for (const input of inputs) {
this.record(input, date);
written++;
}
return written;
}
record(input: SnapshotInput, date = SignalSnapshotRepository.today()): void {
const { ticker, assetType, price, signal, fundamental, inflated, rateRegime } = input;
const coverage = fundamental.audit?.coverage ?? inflated.audit?.coverage ?? null;
const riskFlags = fundamental.audit?.riskFlags ?? inflated.audit?.riskFlags ?? null;
const qb = new QueryBuilder('SIGNAL_SNAPSHOT_QUERIES.UPSERT', [
ticker.toUpperCase(),
date,
assetType,
price,
signal,
fundamental.tier,
fundamental.score,
fundamental.label,
inflated.tier,
inflated.score,
inflated.label,
coverage?.active ?? null,
coverage?.total ?? null,
riskFlags ? JSON.stringify(riskFlags) : null,
rateRegime ?? null,
new Date().toISOString(),
]);
this.db.run(qb);
}
/** Full history for one ticker, oldest first. */
history(ticker: string): SignalSnapshotRow[] {
const qb = new QueryBuilder('SIGNAL_SNAPSHOT_QUERIES.SELECT_BY_TICKER', [ticker.toUpperCase()]);
return this.db.all<SignalSnapshotRow>(qb);
}
/** All snapshots for a given day (YYYY-MM-DD). */
byDate(date: string): SignalSnapshotRow[] {
const qb = new QueryBuilder('SIGNAL_SNAPSHOT_QUERIES.SELECT_BY_DATE', [date]);
return this.db.all<SignalSnapshotRow>(qb);
}
/** Latest snapshot per ticker strictly before a date — for daily diffing. */
latestBefore(date: string): SignalSnapshotRow[] {
const qb = new QueryBuilder('SIGNAL_SNAPSHOT_QUERIES.SELECT_LATEST_BEFORE', [date]);
return this.db.all<SignalSnapshotRow>(qb);
}
private static today(): string {
return new Date().toISOString().slice(0, 10);
}
}
@@ -12,19 +12,52 @@ export class BenchmarkProvider {
private static readonly TTL_MS = 60 * 60 * 1000;
private static readonly CACHE_PATH = '.benchmark-cache.json';
// NOTE: regimes must stay consistent with rateRegime()/volRegime() below —
// 4.5% ⇒ NORMAL (25%), VIX 20 ⇒ NORMAL (1525).
private static readonly DEFAULTS: MarketContext = {
sp500Price: 5000,
riskFreeRate: 4.5,
vixLevel: 20,
rateRegime: 'HIGH',
rateRegime: 'NORMAL',
volatilityRegime: 'NORMAL',
benchmarks: { marketPE: 22, techPE: 30, reitYield: 3.5, igSpread: 1.0 },
};
/** Hysteresis band: the 10Y must cross a regime boundary by this much to flip. */
private static readonly REGIME_HYSTERESIS = 0.25;
private static rateRegime(rate: number): MarketContext['rateRegime'] {
return rate < 2 ? REGIME.LOW : rate <= 5 ? REGIME.NORMAL : REGIME.HIGH;
}
/**
* Rate regime with hysteresis (PRODUCT.md P0.5).
*
* The raw thresholds (2% / 5%) flip the INFLATED scoring gates between
* back-to-back requests when the 10Y hovers near a boundary. With a known
* previous regime, the rate must cross the boundary by ±0.25% before the
* regime switches. A two-step jump (LOW→HIGH) applies immediately.
* Public static for direct unit testing.
*/
static resolveRateRegime(
rate: number,
previous: MarketContext['rateRegime'] | null,
): MarketContext['rateRegime'] {
const raw = BenchmarkProvider.rateRegime(rate);
if (!previous || raw === previous) return raw;
const h = BenchmarkProvider.REGIME_HYSTERESIS;
if (previous === REGIME.NORMAL && raw === REGIME.HIGH)
return rate > 5 + h ? REGIME.HIGH : REGIME.NORMAL;
if (previous === REGIME.HIGH && raw === REGIME.NORMAL)
return rate < 5 - h ? REGIME.NORMAL : REGIME.HIGH;
if (previous === REGIME.NORMAL && raw === REGIME.LOW)
return rate < 2 - h ? REGIME.LOW : REGIME.NORMAL;
if (previous === REGIME.LOW && raw === REGIME.NORMAL)
return rate > 2 + h ? REGIME.NORMAL : REGIME.LOW;
return raw; // LOW↔HIGH double jump — no damping
}
private static volRegime(vix: number): MarketContext['volatilityRegime'] {
return vix < 15 ? REGIME.LOW : vix <= 25 ? REGIME.NORMAL : REGIME.HIGH;
}
@@ -34,6 +67,8 @@ export class BenchmarkProvider {
}
private cache: { data: MarketContext | null; expiresAt: number };
private logger: Logger;
/** Last known rate regime — survives cache expiry so hysteresis has memory. */
private lastRegime: MarketContext['rateRegime'] | null = null;
constructor(
private readonly client: YahooFinanceClient,
@@ -47,6 +82,8 @@ export class BenchmarkProvider {
try {
if (!existsSync(BenchmarkProvider.CACHE_PATH)) return { data: null, expiresAt: 0 };
const file = JSON.parse(readFileSync(BenchmarkProvider.CACHE_PATH, 'utf8')) as CacheFile;
// Even an expired cache remembers the previous regime for hysteresis
this.lastRegime = file.data?.rateRegime ?? null;
if (Date.now() < file.expiresAt) return { data: file.data, expiresAt: file.expiresAt };
} catch {
// corrupt or missing — ignore
@@ -95,7 +132,7 @@ export class BenchmarkProvider {
sp500Price,
riskFreeRate,
vixLevel,
rateRegime: BenchmarkProvider.rateRegime(riskFreeRate),
rateRegime: BenchmarkProvider.resolveRateRegime(riskFreeRate, this.lastRegime),
volatilityRegime: BenchmarkProvider.volRegime(vixLevel),
benchmarks: {
marketPE: BenchmarkProvider.pe(spy) ?? 22,
@@ -107,6 +144,7 @@ export class BenchmarkProvider {
const expiresAt = Date.now() + BenchmarkProvider.TTL_MS;
this.cache = { data: context, expiresAt };
this.lastRegime = context.rateRegime;
this.saveDiskCache(context, expiresAt);
return context;
} catch (err) {
@@ -45,12 +45,25 @@ export interface ScoreAudit {
breakdown?: Record<string, number>;
riskFlags?: string[] | null;
failures?: string[];
/** Data coverage: how many scoring factors had data vs. were defined. */
coverage?: { active: number; total: number };
}
/**
* Structured verdict tier — the machine-readable counterpart of `label`.
* Signal derivation and persistence MUST use this, never the label string.
* PASS = green (buy-quality), HOLD = yellow (neutral), REJECT = red (gate fail / negative).
*/
export type VerdictTier = 'PASS' | 'HOLD' | 'REJECT';
export interface ScoreResult {
label: string;
scoreSummary: string;
audit: ScoreAudit;
/** Machine-readable verdict tier. Use this for signal logic, not the label. */
tier: VerdictTier;
/** Numeric factor score. Null when gates failed (no score computed). */
score: number | null;
}
// AssetResult with runtime methods still attached — used at the HTTP boundary
+7 -1
View File
@@ -46,7 +46,13 @@ export type {
BondData,
BondMetrics,
} from './models.model';
export type { StoreData, PortfolioData, MarketCallRow, HoldingRow } from './repositories.model';
export type {
StoreData,
PortfolioData,
MarketCallRow,
HoldingRow,
SignalSnapshotRow,
} from './repositories.model';
export type { NumVal, SanitizedMetrics, SanitizedBondMetrics } from './scorers.model';
export type {
BenchmarkProviderOptions,
+12 -10
View File
@@ -86,20 +86,22 @@ export interface StockMetrics {
export interface EtfData {
ticker?: string;
currentPrice?: number;
expenseRatio?: string | number;
totalAssets?: string | number;
yield?: string | number;
volume?: string | number;
fiveYearReturn?: string | number;
expenseRatio?: string | number | null;
totalAssets?: string | number | null;
yield?: string | number | null;
volume?: string | number | null;
fiveYearReturn?: string | number | null;
[key: string]: unknown;
}
// Missing Yahoo data is preserved as null so EtfScorer skips the
// corresponding gate instead of auto-failing on a coerced 0.
export interface EtfMetrics {
expenseRatio: number;
totalAssets: number;
yield: number;
volume: number;
fiveYearReturn: number;
expenseRatio: number | null;
totalAssets: number | null;
yield: number | null;
volume: number | null;
fiveYearReturn: number | null;
}
// ── Bond ───────────────────────────────────────────────────────────────────
@@ -37,6 +37,28 @@ export interface HoldingRow {
source: string;
}
/**
* Raw database row from signal_snapshots table (P0.1 signal track record).
*/
export interface SignalSnapshotRow {
ticker: string;
snapshot_date: string;
asset_type: string;
price: number | null;
signal: string;
fundamental_tier: string;
fundamental_score: number | null;
fundamental_label: string | null;
inflated_tier: string;
inflated_score: number | null;
inflated_label: string | null;
coverage_active: number | null;
coverage_total: number | null;
risk_flags: string | null; // JSON array stringified
rate_regime: string | null;
created_at: string;
}
// ── Persistence Shapes (returned by repositories) ───────────────────────────
export interface StoreData {
@@ -0,0 +1,35 @@
import type { DatabaseConnection } from '../shared/db/index.js';
import { WATCHLIST_QUERIES } from '../shared/db/queries.constant.js';
export interface WatchlistEntry {
ticker: string;
pinnedAt: string;
}
export class WatchlistRepository {
constructor(private readonly db: DatabaseConnection) {}
list(userId: string): WatchlistEntry[] {
const rows = this.db.rawAll<{ ticker: string; pinned_at: string }>(
WATCHLIST_QUERIES.SELECT_ALL,
[userId],
);
return rows.map((r) => ({ ticker: r.ticker, pinnedAt: r.pinned_at }));
}
add(ticker: string, userId: string): void {
this.db.rawRun(WATCHLIST_QUERIES.INSERT, [
ticker.toUpperCase(),
userId,
new Date().toISOString(),
]);
}
remove(ticker: string, userId: string): void {
this.db.rawRun(WATCHLIST_QUERIES.DELETE, [ticker.toUpperCase(), userId]);
}
has(ticker: string, userId: string): boolean {
return !!this.db.rawGet(WATCHLIST_QUERIES.EXISTS, [ticker.toUpperCase(), userId]);
}
}
+2
View File
@@ -0,0 +1,2 @@
export { WatchlistController } from './watchlist.controller.js';
export { WatchlistRepository } from './WatchlistRepository.js';
@@ -0,0 +1,53 @@
import type { FastifyInstance, FastifyReply, FastifyRequest, preHandlerHookHandler } from 'fastify';
import type { TokenPayload } from '../auth/index.js';
import { WatchlistRepository } from './WatchlistRepository.js';
type AuthedRequest = FastifyRequest & { user: TokenPayload };
interface WatchlistControllerOptions {
authGuard: preHandlerHookHandler;
}
export class WatchlistController {
readonly #guards: preHandlerHookHandler[];
constructor(
private readonly repo: WatchlistRepository,
options: WatchlistControllerOptions,
) {
this.#guards = [options.authGuard];
}
register(app: FastifyInstance): void {
const g = { preHandler: this.#guards };
app.get('/api/watchlist', g, this.list.bind(this));
app.post('/api/watchlist/:ticker', g, this.add.bind(this));
app.delete('/api/watchlist/:ticker', g, this.remove.bind(this));
}
private list(req: FastifyRequest): {
tickers: string[];
entries: { ticker: string; pinnedAt: string }[];
} {
const userId = (req as AuthedRequest).user.sub;
const entries = this.repo.list(userId);
return { tickers: entries.map((e) => e.ticker), entries };
}
private add(req: FastifyRequest, reply: FastifyReply): { ok: boolean } | FastifyReply {
const userId = (req as AuthedRequest).user.sub;
const ticker = (req.params as { ticker: string }).ticker?.toUpperCase();
if (!ticker || !/^[A-Z0-9.-]{1,12}$/.test(ticker)) {
return reply.code(400).send({ error: 'Invalid ticker' });
}
this.repo.add(ticker, userId);
return { ok: true };
}
private remove(req: FastifyRequest): { ok: boolean } {
const userId = (req as AuthedRequest).user.sub;
const ticker = (req.params as { ticker: string }).ticker?.toUpperCase();
this.repo.remove(ticker, userId);
return { ok: true };
}
}
+43
View File
@@ -0,0 +1,43 @@
import test from 'node:test';
import assert from 'node:assert/strict';
import { BenchmarkProvider } from '../server/domains/shared/services/BenchmarkProvider.js';
// P0.5 — rate-regime hysteresis: the 10Y must cross a boundary by ±0.25%
// before the regime flips, so a rate hovering at the threshold can't toggle
// INFLATED gates between back-to-back requests.
test('BenchmarkProvider.resolveRateRegime', async (t) => {
await t.test('no previous regime → raw thresholds apply', () => {
assert.equal(BenchmarkProvider.resolveRateRegime(1.5, null), 'LOW');
assert.equal(BenchmarkProvider.resolveRateRegime(4.5, null), 'NORMAL');
assert.equal(BenchmarkProvider.resolveRateRegime(5.1, null), 'HIGH');
});
await t.test('NORMAL holds until 10Y clears 5.25%', () => {
assert.equal(BenchmarkProvider.resolveRateRegime(5.1, 'NORMAL'), 'NORMAL'); // damped
assert.equal(BenchmarkProvider.resolveRateRegime(5.25, 'NORMAL'), 'NORMAL'); // boundary
assert.equal(BenchmarkProvider.resolveRateRegime(5.3, 'NORMAL'), 'HIGH'); // crossed
});
await t.test('HIGH holds until 10Y drops below 4.75%', () => {
assert.equal(BenchmarkProvider.resolveRateRegime(4.9, 'HIGH'), 'HIGH'); // damped
assert.equal(BenchmarkProvider.resolveRateRegime(4.75, 'HIGH'), 'HIGH'); // boundary
assert.equal(BenchmarkProvider.resolveRateRegime(4.7, 'HIGH'), 'NORMAL'); // crossed
});
await t.test('LOW/NORMAL boundary at 2% gets the same damping', () => {
assert.equal(BenchmarkProvider.resolveRateRegime(1.9, 'NORMAL'), 'NORMAL'); // damped
assert.equal(BenchmarkProvider.resolveRateRegime(1.7, 'NORMAL'), 'LOW'); // crossed
assert.equal(BenchmarkProvider.resolveRateRegime(2.1, 'LOW'), 'LOW'); // damped
assert.equal(BenchmarkProvider.resolveRateRegime(2.3, 'LOW'), 'NORMAL'); // crossed
});
await t.test('no change when raw regime equals previous', () => {
assert.equal(BenchmarkProvider.resolveRateRegime(4.5, 'NORMAL'), 'NORMAL');
assert.equal(BenchmarkProvider.resolveRateRegime(6.0, 'HIGH'), 'HIGH');
});
await t.test('double jump (LOW→HIGH) is not damped', () => {
assert.equal(BenchmarkProvider.resolveRateRegime(5.4, 'LOW'), 'HIGH');
assert.equal(BenchmarkProvider.resolveRateRegime(1.2, 'HIGH'), 'LOW');
});
});
+43
View File
@@ -255,6 +255,49 @@ test('EtfScorer', async (t) => {
assert.equal(result.label, '🔴 REJECT');
});
await t.test('does not reject ETF when Yahoo data is missing (null)', () => {
const metrics: EtfMetrics = {
expenseRatio: 0.05,
yield: 1.8,
volume: null, // Yahoo did not return averageVolume
fiveYearReturn: null, // Yahoo did not return fiveYearAverageReturn
totalAssets: null,
};
const result = EtfScorer.score(metrics, DEFAULT_RULES);
// Missing data skips gates — must NOT auto-fail as 0 < gate
assert.notEqual(result.label, '🔴 REJECT');
assert.ok(result.audit?.passedGates);
});
await t.test('still enforces expense gate when other data is missing', () => {
const metrics: EtfMetrics = {
expenseRatio: 0.8, // above 0.2 gate
yield: null,
volume: null,
fiveYearReturn: null,
totalAssets: null,
};
const result = EtfScorer.score(metrics, DEFAULT_RULES);
assert.equal(result.label, '🔴 REJECT');
assert.ok(result.scoreSummary.includes('Expense ratio'));
});
await t.test('labels all-null metrics as No Data instead of Neutral', () => {
const metrics: EtfMetrics = {
expenseRatio: null,
yield: null,
volume: null,
fiveYearReturn: null,
totalAssets: null,
};
const result = EtfScorer.score(metrics, DEFAULT_RULES);
assert.equal(result.label, '🟡 Neutral (No Data)');
assert.equal(result.audit?.coverage?.active, 0);
});
await t.test('handles negative 5-year return', () => {
const metrics: EtfMetrics = {
expenseRatio: 0.1,
+87
View File
@@ -0,0 +1,87 @@
import test from 'node:test';
import assert from 'node:assert/strict';
import { SignalSnapshotRepository } from '../server/domains/shared/persistence/SignalSnapshotRepository.js';
import { MockDatabaseConnection } from './helpers/mockDb.js';
import type { DatabaseConnection } from '../server/domains/shared/db/index.js';
import type { ScoreResult } from '../server/domains/shared/types/index.js';
const passResult: ScoreResult = {
label: '🟢 BUY (High Conviction)',
tier: 'PASS',
score: 9,
scoreSummary: 'Score: 9',
audit: { passedGates: true, breakdown: { roe: 3 }, coverage: { active: 6, total: 11 } },
};
const rejectResult: ScoreResult = {
label: '🔴 REJECT',
tier: 'REJECT',
score: null,
scoreSummary: 'Gate failed: P/E 40 > 15',
audit: { passedGates: false, failures: ['P/E 40 > 15'] },
};
function repo(): SignalSnapshotRepository {
return new SignalSnapshotRepository(
new MockDatabaseConnection() as unknown as DatabaseConnection,
);
}
test('SignalSnapshotRepository', async (t) => {
await t.test('record() builds a valid UPSERT (16 params, no throw)', () => {
// QueryBuilder validates placeholder count — a param mismatch throws here.
assert.doesNotThrow(() =>
repo().record({
ticker: 'aapl',
assetType: 'STOCK',
price: 189.5,
signal: '✅ Strong Buy',
fundamental: passResult,
inflated: passResult,
rateRegime: 'NORMAL',
}),
);
});
await t.test('record() tolerates gate-failed results (null score)', () => {
assert.doesNotThrow(() =>
repo().record({
ticker: 'XYZ',
assetType: 'STOCK',
price: null,
signal: '❌ Avoid',
fundamental: rejectResult,
inflated: rejectResult,
}),
);
});
await t.test('recordBatch() returns count written', () => {
const n = repo().recordBatch([
{
ticker: 'AAPL',
assetType: 'STOCK',
price: 189.5,
signal: '✅ Strong Buy',
fundamental: passResult,
inflated: passResult,
},
{
ticker: 'MSFT',
assetType: 'STOCK',
price: 425.3,
signal: '🔄 Neutral',
fundamental: passResult,
inflated: passResult,
},
]);
assert.equal(n, 2);
});
await t.test('read methods build valid queries', () => {
const r = repo();
assert.deepEqual(r.history('aapl'), []);
assert.deepEqual(r.byDate('2026-06-09'), []);
assert.deepEqual(r.latestBefore('2026-06-09'), []);
});
});
+90 -1
View File
@@ -238,8 +238,97 @@ test('StockScorer', async (t) => {
} as any;
const result = StockScorer.score(metrics, DEFAULT_RULES);
// Should handle gracefully (zero is falsy, treated as null)
// Zero quick ratio is a real value and fails the liquidity gate;
// zero P/E, PEG, P/B are impossible values and are treated as missing.
assert.ok(result);
assert.equal(result.label, '🔴 REJECT');
assert.ok(result.scoreSummary.includes('Quick'));
});
await t.test('treats zero revenue growth as a real (stagnant) value', () => {
const metrics: StockMetrics = {
peRatio: 12,
pegRatio: 0.8,
debtToEquity: 0.5,
quickRatio: 1.2,
returnOnEquity: 20,
operatingMargin: 15,
netProfitMargin: 10,
revenueGrowth: 0, // stagnant — must be scored, not skipped
fcfYield: 5,
} as any;
const result = StockScorer.score(metrics, DEFAULT_RULES);
assert.ok(result.audit?.passedGates);
// 0% growth is below revMed (5) → scores -1, same as slightly negative growth
assert.equal(result.audit?.breakdown?.revenue, -1);
});
await t.test('treats zero debt-to-equity as debt-free, not missing', () => {
const metrics: StockMetrics = {
peRatio: 12,
pegRatio: 0.8,
debtToEquity: 0, // debt-free — should pass the gate, not be skipped
quickRatio: 1.2,
returnOnEquity: 20,
operatingMargin: 15,
netProfitMargin: 10,
revenueGrowth: 8,
fcfYield: 5,
} as any;
const result = StockScorer.score(metrics, DEFAULT_RULES);
assert.ok(result.audit?.passedGates);
assert.notEqual(result.label, '🔴 REJECT');
});
await t.test('flags insufficient data instead of plain HOLD', () => {
const metrics: StockMetrics = { currentPrice: 50 } as any;
const result = StockScorer.score(metrics, DEFAULT_RULES);
assert.equal(result.label, '🟡 HOLD (No Data)');
assert.equal(result.audit?.coverage?.active, 0);
});
await t.test('returns structured tier and numeric score (P0.3)', () => {
const strong: StockMetrics = {
peRatio: 12,
pegRatio: 0.7,
debtToEquity: 0.3,
quickRatio: 1.5,
returnOnEquity: 30,
operatingMargin: 25,
netProfitMargin: 18,
revenueGrowth: 12,
fcfYield: 6,
} as any;
const pass = StockScorer.score(strong, DEFAULT_RULES);
assert.equal(pass.tier, 'PASS');
assert.ok(typeof pass.score === 'number' && pass.score >= 4);
const gated: StockMetrics = { ...strong, peRatio: 40 } as any;
const reject = StockScorer.score(gated, DEFAULT_RULES);
assert.equal(reject.tier, 'REJECT');
assert.equal(reject.score, null);
const noData = StockScorer.score({ currentPrice: 50 } as any, DEFAULT_RULES);
assert.equal(noData.tier, 'HOLD');
assert.equal(noData.score, 0);
});
await t.test('reports factor coverage in audit', () => {
const metrics: StockMetrics = {
peRatio: 12,
pegRatio: 0.8,
quickRatio: 1.2,
returnOnEquity: 20,
currentPrice: 50,
} as any;
const result = StockScorer.score(metrics, DEFAULT_RULES);
assert.ok(result.audit?.coverage);
assert.ok(result.audit.coverage.active >= 1);
assert.ok(result.audit.coverage.active <= result.audit.coverage.total);
});
await t.test('scores based on configured thresholds', () => {
+3
View File
@@ -4,6 +4,9 @@
<meta charset="utf-8" />
<link rel="icon" href="%sveltekit.assets%/favicon.png" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
<link rel="preconnect" href="https://fonts.googleapis.com" />
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin="anonymous" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&family=JetBrains+Mono:wght@400;500;600&display=swap" rel="stylesheet" />
%sveltekit.head%
</head>
<body data-sveltekit-preload-data="hover">
+1
View File
@@ -6,3 +6,4 @@ export { screenTickers, fetchCatalysts, analyzeTickers } from './screener.js';
export { fetchPortfolio, addHolding, removeHolding, fetchMarketContext } from './finance.js';
export { fetchCalls, fetchCall, createCall, deleteCall, fetchCallsCalendar } from './calls.js';
export { login, register, authFetch } from './auth.js';
export { fetchWatchlist, pinTicker, unpinTicker } from './watchlist.js';
+25
View File
@@ -0,0 +1,25 @@
import { authFetch } from './auth.js';
const BASE = import.meta.env.VITE_API_URL ?? 'http://localhost:3000';
export async function fetchWatchlist(): Promise<{ tickers: string[] }> {
const res = await authFetch(`${BASE}/api/watchlist`);
if (!res.ok) throw new Error(await res.text());
return res.json();
}
export async function pinTicker(ticker: string): Promise<void> {
const res = await authFetch(`${BASE}/api/watchlist/${encodeURIComponent(ticker)}`, {
method: 'POST',
headers: { 'Content-Type': 'text/plain' },
});
if (!res.ok) throw new Error(await res.text());
}
export async function unpinTicker(ticker: string): Promise<void> {
const res = await authFetch(`${BASE}/api/watchlist/${encodeURIComponent(ticker)}`, {
method: 'DELETE',
headers: { 'Content-Type': 'text/plain' },
});
if (!res.ok) throw new Error(await res.text());
}
@@ -2,7 +2,100 @@
import Spinner from '$lib/components/shared/Spinner.svelte';
import type { SidebarState } from '$lib/types.js';
let { sidebar, onClose }: { sidebar: SidebarState; onClose: () => void } = $props();
let { sidebar, onClose, onScreenTickers }: {
sidebar: SidebarState;
onClose: () => void;
onScreenTickers?: (tickers: string[]) => void;
} = $props();
// ── Helpers ──────────────────────────────────────────────────────────────
function sentimentClass(s: string) {
if (s === 'BULLISH') return 'sent-bullish';
if (s === 'BEARISH') return 'sent-bearish';
return 'sent-neutral';
}
function sentimentEmoji(s: string) {
if (s === 'BULLISH') return '▲';
if (s === 'BEARISH') return '▼';
return '⊙';
}
function sentimentLabel(s: string) {
if (s === 'BULLISH') return 'Bullish';
if (s === 'BEARISH') return 'Bearish';
return 'Neutral';
}
// Derive industry impact from reason text heuristically
function industryImpact(reason: string): 'bear' | 'bull' | 'neut' {
const r = reason.toLowerCase();
const bearWords = ['weigh', 'pressure', 'risk', 'decline', 'weaken', 'concern', 'miss', 'delay', 'slowdown', 'threat', 'compress', 'reduce', 'cut', 'loss'];
const bullWords = ['benefit', 'strength', 'tailwind', 'inflow', 'growth', 'gain', 'boost', 'rise', 'improve', 'outperform'];
const bearScore = bearWords.filter(w => r.includes(w)).length;
const bullScore = bullWords.filter(w => r.includes(w)).length;
if (bearScore > bullScore) return 'bear';
if (bullScore > bearScore) return 'bull';
return 'neut';
}
function biasClass(bias: string) {
if (bias === 'BULL') return 'sig-bull';
if (bias === 'BEAR') return 'sig-bear';
return 'sig-neut';
}
function biasLabel(bias: string) {
if (bias === 'BULL') return '▲ BULLISH';
if (bias === 'BEAR') return '▼ BEARISH';
return '⊙ WATCH';
}
// sensitivity 15 → confidence label + class
function confLabel(s: number): string {
if (s >= 4) return 'HIGH confidence';
if (s >= 2) return 'MED confidence';
return 'LOW confidence';
}
function confClass(s: number): string {
if (s >= 4) return 'conf-high';
if (s >= 2) return 'conf-med';
return 'conf-low';
}
// sensitivity → confidence bar %
function confPct(s: number): number {
return Math.round((s / 5) * 100);
}
// horizon → human label for catalyst tag
function horizonLabel(h: string): string {
if (h === 'SHORT') return 'Near-term';
if (h === 'LONG') return 'Long-term';
return 'Medium-term';
}
function screenAll() {
if (!sidebar.analysis) return;
const tickers = sidebar.analysis.relatedTickers.map(rt => rt.ticker);
onScreenTickers?.(tickers);
onClose();
}
// Bold key phrases — wrap words > 6 chars that are all-caps or capitalised nouns
// (simple heuristic: bold ticker-like tokens and numbers with %)
function boldKeyTerms(text: string): string {
// Bold anything that looks like a ticker (25 uppercase letters)
return text.replace(/\b([A-Z]{2,5})\b/g, '<strong>$1</strong>');
}
// Overall confidence from analysis: average sensitivity
function overallConf(tickers: { sensitivity: number }[]): number {
if (!tickers.length) return 50;
return Math.round(tickers.reduce((s, t) => s + t.sensitivity, 0) / tickers.length / 5 * 100);
}
</script>
{#if sidebar.open}
@@ -17,16 +110,19 @@
></div>
<!-- Panel -->
<aside class="sidebar">
<div class="sidebar-header">
<div class="sidebar-title">
<span>🤖 LLM Analysis</span>
{#if sidebar.type}<span class="sidebar-type">{sidebar.type}S</span>{/if}
</div>
<aside class="sidebar as-panel">
<!-- Header -->
<div class="sidebar-header as-header">
<span class="as-icon">🤖</span>
<span class="sidebar-title as-title">LLM Analysis</span>
{#if sidebar.type}
<span class="sidebar-type as-scope">{sidebar.type}S</span>
{/if}
<button class="sidebar-close" onclick={onClose}>✕</button>
</div>
<div class="sidebar-body">
<div class="sidebar-body as-body">
{#if sidebar.loading}
<div class="sidebar-loading">
<Spinner size="lg" label="Analyzing tickers…" />
@@ -37,46 +133,464 @@
{:else if sidebar.analysis}
{@const a = sidebar.analysis}
<div class="sb-sentiment-row">
<span class="sentiment-pill" data-sentiment={a.sentiment}>{a.sentiment}</span>
</div>
{@const conf = overallConf(a.relatedTickers ?? [])}
<p class="sb-summary">{a.summary}</p>
<h3 class="sb-sub">Affected Industries</h3>
<div class="sb-list">
{#each a.affectedIndustries ?? [] as ind}
<div class="sb-item">
<span class="sb-name">{ind.name}</span>
<span class="sb-reason">{ind.reason}</span>
<!-- ── SENTIMENT HERO ── -->
<div class="as-sentiment-hero">
<div class="as-sent-top">
<span class="as-sent-badge {sentimentClass(a.sentiment)}">
{sentimentEmoji(a.sentiment)} {sentimentLabel(a.sentiment)}
</span>
<div class="as-sent-meta">
<span class="as-sent-model">claude-sonnet</span>
</div>
{/each}
</div>
<!-- confidence bar -->
<div class="as-conf-row">
<span class="as-conf-label">Confidence</span>
<div class="as-conf-track">
<div class="as-conf-fill" style="width:{conf}%"></div>
</div>
<span class="as-conf-pct">{conf}%</span>
</div>
<p class="as-summary">{a.summary}</p>
</div>
<h3 class="sb-sub">Related Tickers to Watch</h3>
<div class="sb-list">
{#each a.relatedTickers ?? [] as rt}
<div class="sb-item">
<div class="sb-ticker-row">
<span class="sb-name ticker">{rt.ticker}</span>
<div class="sb-chips">
{#if rt.bias}
<span class="sb-chip sb-bias" data-bias={rt.bias}>{rt.bias}</span>
{/if}
{#if rt.horizon}
<span class="sb-chip sb-horizon">{rt.horizon}</span>
{/if}
{#if rt.sensitivity}
<span class="sb-chip sb-sensitivity" title="Sensitivity {rt.sensitivity}/5">S{rt.sensitivity}</span>
{/if}
<!-- ── AFFECTED INDUSTRIES ── -->
{#if (a.affectedIndustries ?? []).length > 0}
<div class="as-section">
<div class="as-section-header">
<span class="as-section-title">Affected Industries</span>
<span class="as-section-count">{a.affectedIndustries.length}</span>
<div class="as-section-divider"></div>
</div>
<div class="as-industry-list">
{#each a.affectedIndustries as ind}
{@const impact = industryImpact(ind.reason)}
<div class="as-ind-card {impact}">
<div class="as-ind-top">
<span class="as-ind-name">{ind.name}</span>
{#if impact === 'bear'}
<span class="as-impact-chip imp-bear">▼ BEAR</span>
{:else if impact === 'bull'}
<span class="as-impact-chip imp-bull">▲ BULL</span>
{:else}
<span class="as-impact-chip imp-neut">⊙ MIXED</span>
{/if}
</div>
<p class="as-ind-body">{@html boldKeyTerms(ind.reason)}</p>
</div>
</div>
<span class="sb-reason">{rt.reason}</span>
{/each}
</div>
{/each}
</div>
</div>
{/if}
<!-- ── RELATED TICKERS ── -->
{#if (a.relatedTickers ?? []).length > 0}
<div class="as-section">
<div class="as-section-header">
<span class="as-section-title">Tickers to Watch</span>
<span class="as-section-count">{a.relatedTickers.length}</span>
<div class="as-section-divider"></div>
</div>
<div class="as-ticker-list">
{#each a.relatedTickers as rt}
<div class="as-tick-card">
<div class="as-tick-top">
<span class="as-tick-sym">{rt.ticker}</span>
<span class="as-signal-chip {biasClass(rt.bias)}">{biasLabel(rt.bias)}</span>
</div>
<div class="as-tick-meta">
<span class="as-conf-chip {confClass(rt.sensitivity)}">{confLabel(rt.sensitivity)}</span>
<span
class="as-score-tier"
title="Sensitivity score: S{rt.sensitivity} = {rt.sensitivity}/5 — how directly this ticker is affected by the news catalyst"
>S{rt.sensitivity}/5</span>
<span class="as-horizon-chip">{horizonLabel(rt.horizon)}</span>
</div>
<p class="as-tick-thesis">{@html boldKeyTerms(rt.reason)}</p>
<div class="as-catalyst-tag">{rt.horizon} horizon catalyst</div>
</div>
{/each}
</div>
</div>
{/if}
<!-- ── SCREENER BRIDGE ── -->
{#if onScreenTickers && (a.relatedTickers ?? []).length > 0}
<div class="as-screener-prompt">
<div class="as-sp-text">
<strong>Screen these tickers</strong> to see current signals, scores, and gate results.
</div>
<button class="as-sp-btn" onclick={screenAll}>Screen All →</button>
</div>
{/if}
{/if}
</div>
</aside>
{/if}
<style>
/* ── Sentiment hero ──────────────────────────────────────────────────── */
.as-sentiment-hero {
padding: 18px 16px 16px;
border-bottom: 1px solid var(--border);
flex-shrink: 0;
}
.as-sent-top {
display: flex;
align-items: center;
justify-content: space-between;
margin-bottom: 12px;
}
.as-sent-badge {
display: inline-flex;
align-items: center;
gap: 7px;
padding: 6px 16px;
border-radius: 24px;
font-size: 13px;
font-weight: 700;
letter-spacing: 0.03em;
}
.sent-bullish { background: #0d2e1a; color: #34d17a; border: 1px solid #1a4a2a; }
.sent-neutral { background: var(--blue-badge); color: var(--blue-muted); border: 1px solid #1a3a5c; }
.sent-bearish { background: #2e0d0d; color: #f05a5a; border: 1px solid #4a1a1a; }
.as-sent-meta {
display: flex;
align-items: center;
gap: 6px;
}
.as-sent-model {
font-size: 10px;
padding: 2px 7px;
border-radius: 4px;
background: var(--bg-card);
color: var(--text-dimmer);
font-family: var(--font-mono);
border: 1px solid var(--border);
}
/* confidence bar */
.as-conf-row {
display: flex;
align-items: center;
gap: 10px;
margin-bottom: 12px;
}
.as-conf-label {
font-size: 10px;
font-weight: 600;
letter-spacing: 0.06em;
text-transform: uppercase;
color: var(--text-dimmer);
width: 68px;
flex-shrink: 0;
}
.as-conf-track {
flex: 1;
height: 4px;
background: var(--border);
border-radius: 3px;
overflow: hidden;
}
.as-conf-fill {
height: 100%;
border-radius: 3px;
background: linear-gradient(90deg, var(--blue) 0%, #2dd4bf 100%);
transition: width 0.5s ease;
}
.as-conf-pct {
font-size: 11px;
font-weight: 600;
font-family: var(--font-mono);
color: var(--blue-muted);
width: 34px;
text-align: right;
flex-shrink: 0;
}
.as-summary {
font-size: 13px;
line-height: 1.7;
color: var(--text-muted);
margin: 0;
}
.as-summary :global(strong) { color: var(--text-secondary); font-weight: 600; }
/* ── Section ─────────────────────────────────────────────────────────── */
.as-section {
padding: 14px 16px 0;
}
.as-section:last-of-type {
padding-bottom: 14px;
}
.as-section-header {
display: flex;
align-items: center;
gap: 7px;
margin-bottom: 10px;
}
.as-section-title {
font-size: 10px;
font-weight: 700;
letter-spacing: 0.1em;
text-transform: uppercase;
color: var(--text-dimmer);
white-space: nowrap;
}
.as-section-count {
font-size: 10px;
font-family: var(--font-mono);
padding: 1px 6px;
border-radius: 3px;
background: var(--bg-card);
color: var(--text-dimmer);
border: 1px solid var(--border);
}
.as-section-divider {
flex: 1;
height: 1px;
background: var(--border);
}
/* ── Industry cards ──────────────────────────────────────────────────── */
.as-industry-list {
display: flex;
flex-direction: column;
gap: 8px;
margin-bottom: 4px;
}
.as-ind-card {
border-radius: 8px;
padding: 11px 12px;
border: 1px solid var(--border);
background: var(--bg-card);
border-left-width: 3px;
}
.as-ind-card.bear { border-left-color: #f05a5a; }
.as-ind-card.bull { border-left-color: #34d17a; }
.as-ind-card.neut { border-left-color: var(--border); }
.as-ind-top {
display: flex;
align-items: flex-start;
justify-content: space-between;
gap: 8px;
margin-bottom: 6px;
}
.as-ind-name {
font-size: 12px;
font-weight: 600;
color: var(--text-secondary);
line-height: 1.4;
}
.as-impact-chip {
flex-shrink: 0;
display: inline-flex;
align-items: center;
gap: 3px;
padding: 2px 8px;
border-radius: 4px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.04em;
font-family: var(--font-mono);
}
.imp-bear { background: #2e0d0d; color: #f05a5a; border: 1px solid #4a1a1a; }
.imp-bull { background: #0d2e1a; color: #34d17a; border: 1px solid #1a4a2a; }
.imp-neut { background: var(--bg-elevated); color: var(--text-muted); border: 1px solid var(--border); }
.as-ind-body {
font-size: 12px;
line-height: 1.6;
color: var(--text-muted);
margin: 0;
}
.as-ind-body :global(strong) { color: var(--text-secondary); font-weight: 600; }
/* ── Ticker cards ────────────────────────────────────────────────────── */
.as-ticker-list {
display: flex;
flex-direction: column;
gap: 8px;
margin-bottom: 4px;
}
.as-tick-card {
border-radius: 8px;
padding: 12px;
border: 1px solid var(--border);
background: var(--bg-card);
transition: border-color 0.15s ease, background 0.15s ease;
}
.as-tick-card:hover {
border-color: var(--border-input);
background: var(--bg-elevated);
}
.as-tick-top {
display: flex;
align-items: center;
gap: 8px;
margin-bottom: 7px;
}
.as-tick-sym {
font-size: 15px;
font-weight: 700;
font-family: var(--font-mono);
letter-spacing: 0.03em;
color: var(--text-primary);
}
.as-signal-chip {
display: inline-flex;
align-items: center;
gap: 4px;
padding: 3px 9px;
border-radius: 20px;
font-size: 10px;
font-weight: 700;
letter-spacing: 0.04em;
margin-left: auto;
}
.sig-bear { background: #2e0d0d; color: #f05a5a; border: 1px solid #4a1a1a; }
.sig-bull { background: #0d2e1a; color: #34d17a; border: 1px solid #1a4a2a; }
.sig-neut { background: var(--bg-elevated); color: var(--text-muted); border: 1px solid var(--border); }
.as-tick-meta {
display: flex;
align-items: center;
gap: 6px;
margin-bottom: 8px;
flex-wrap: wrap;
}
.as-conf-chip {
font-size: 10px;
font-weight: 600;
font-family: var(--font-mono);
padding: 2px 8px;
border-radius: 4px;
}
.conf-high { background: #0d2e1a; color: #34d17a; }
.conf-med { background: #2e2000; color: #f0b429; }
.conf-low { background: var(--bg-elevated); color: var(--text-dimmer); border: 1px solid var(--border); }
.as-score-tier {
font-size: 10px;
font-weight: 600;
font-family: var(--font-mono);
color: var(--text-dimmer);
padding: 2px 7px;
border-radius: 4px;
background: var(--bg-elevated);
border: 1px solid var(--border);
cursor: help;
text-decoration: underline;
text-decoration-style: dotted;
text-underline-offset: 2px;
}
.as-horizon-chip {
font-size: 10px;
color: var(--text-dimmer);
padding: 2px 7px;
border-radius: 4px;
background: var(--bg-elevated);
border: 1px solid var(--border);
}
.as-tick-thesis {
font-size: 12px;
line-height: 1.6;
color: var(--text-muted);
padding-top: 8px;
border-top: 1px solid var(--border);
margin: 0;
}
.as-tick-thesis :global(strong) { color: var(--text-secondary); font-weight: 600; }
.as-catalyst-tag {
display: inline-flex;
align-items: center;
gap: 4px;
font-size: 10px;
font-weight: 500;
color: #a78bfa;
background: #1e1535;
padding: 2px 8px;
border-radius: 4px;
border: 1px solid #2d2050;
margin-top: 7px;
}
/* ── Screener bridge ─────────────────────────────────────────────────── */
.as-screener-prompt {
margin: 4px 16px 16px;
padding: 12px 14px;
background: var(--blue-badge);
border: 1px solid #1a3a5c;
border-radius: 8px;
display: flex;
align-items: center;
justify-content: space-between;
gap: 10px;
}
.as-sp-text {
font-size: 12px;
color: var(--blue-muted);
line-height: 1.5;
}
.as-sp-text :global(strong) { font-weight: 600; color: var(--blue-muted); }
.as-sp-btn {
flex-shrink: 0;
padding: 6px 14px;
border-radius: 6px;
background: var(--blue);
color: #000;
border: none;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.04em;
cursor: pointer;
white-space: nowrap;
transition: background 0.15s ease;
}
.as-sp-btn:hover { background: #7ec0ff; }
</style>
+268 -84
View File
@@ -1,7 +1,10 @@
<script lang="ts">
import { sigOrd, sorted } from '$lib/utils.js';
import Spinner from '$lib/components/shared/Spinner.svelte';
import GlossaryPanel from '$lib/components/screener/GlossaryPanel.svelte';
import SignalModal from '$lib/components/screener/SignalModal.svelte';
import type { AssetType, AssetResult } from '$lib/types.js';
import { watchlistStore } from '$lib/stores/watchlist.store.svelte.js';
let {
type,
@@ -15,9 +18,12 @@
onAnalyze: () => void;
} = $props();
let mode = $state('inflated');
let expanded = $state<string | null>(null);
let sortCol = $state<string | null>(null);
let mode = $state('inflated');
let expanded = $state<string | null>(null);
let glossaryOpen = $state(false);
let specModalRow = $state<AssetResult | null>(null);
let glossaryFocusKey = $state<string | null>(null);
let sortCol = $state<string | null>(null);
let sortAsc = $state(true);
let filterTicker = $state('');
let filterSignal = $state('');
@@ -162,6 +168,21 @@
return n > 0 ? 'pos' : n < 0 ? 'neg' : '';
}
// Derive the set of metric keys present in the currently-expanded row
// so the glossary can highlight them contextually.
const METRIC_KEYS_STOCK = ['P/E','PEG','ROE%','OpMgn%','GrossM%','FCF Yld%','D/E','52W Chg','From High','Analyst','Upside','DCF Safety'];
const METRIC_KEYS_ETF = ['Exp Ratio%','5Y Return%','Yield%'];
const METRIC_KEYS_BOND = ['YTM%','Duration','Rating'];
function activeGlossaryMetrics(): string[] {
if (!expanded) return [];
const row = rows.find((r) => r.asset.ticker === expanded);
if (!row) return [];
const m = row.asset.displayMetrics ?? {};
const keys = type === 'STOCK' ? METRIC_KEYS_STOCK : type === 'ETF' ? METRIC_KEYS_ETF : METRIC_KEYS_BOND;
return keys.filter((k) => m[k] != null && m[k] !== '—');
}
function breakdownEntries(bd: Record<string, number> | undefined) {
if (!bd) return [];
return Object.entries(bd).sort((a, b) => Math.abs(b[1]) - Math.abs(a[1]));
@@ -172,6 +193,93 @@
const max = Math.max(...Object.values(bd).map(Math.abs));
return max === 0 ? 1 : max;
}
// Factor card helpers
interface FactorCard {
key: string; // glossary key
name: string; // display name
score: number;
reason: string; // plain-English with embedded <b> tags
pct: number; // bar width %
}
const FACTOR_META: Record<string, { name: string; key: string; reason: (val: string | undefined, score: number, threshold?: string) => string }> = {
'ROE': { name: 'Return on Equity', key: 'ROE%', reason: (v, s) => s > 0 ? `ROE <b>${v}</b> — above 15% threshold. Strong capital efficiency.` : `ROE <b>${v}</b> — below the 15% preferred threshold. Partial or no score.` },
'opMargin': { name: 'Operating Margin', key: 'OpMgn%', reason: (v, s) => s > 0 ? `Op margin <b>${v}</b> — positive and above threshold. Efficient operations.` : `Op margin <b>${v}</b> — below preferred threshold (Gate: > 10%).` },
'margin': { name: 'Gross Margin', key: 'GrossM%', reason: (v, s) => s > 0 ? `Gross margin <b>${v}</b> — strong pricing power.` : `Gross margin <b>${v}</b> — limited pricing power or high COGS.` },
'peg': { name: 'PEG Ratio', key: 'PEG', reason: (v, s) => s > 0 ? `PEG <b>${v}</b> — below 1.0 threshold. Paying less than growth justifies. (Gate: < 1.0)` : `PEG <b>${v}</b> — above 1.0 threshold. Paying a growth premium. (Gate: < 1.0)` },
'revenue': { name: 'Revenue Growth', key: 'Revenue', reason: (_v, s) => s > 0 ? `Revenue growing. Positive contribution to score.` : `Revenue growth below threshold or negative. Partial or no score.` },
'fcf': { name: 'FCF Yield', key: 'FCF Yld%', reason: (v, s) => s > 0 ? `FCF yield <b>${v}</b> — strongly positive free cash flow. High weight metric. (Gate: > 0%)` : `FCF yield <b>${v}</b> — negative or zero free cash flow. Hard gate failure.` },
'analyst': { name: 'Analyst Consensus', key: 'Analyst', reason: (v, s) => s > 0 ? `Rated <b>Buy</b> by Wall St. (Yahoo mean ≤ 2.5). Requires ≥ 3 analysts. Rating: ${v}.` : s < 0 ? `Analyst consensus <b>${v}</b> — bearish consensus or insufficient coverage.` : `Analyst consensus <b>${v}</b> — neutral range or fewer than 3 analysts.` },
'dcf': { name: 'DCF Margin of Safety', key: 'DCF Safety', reason: (v, s) => s > 0 ? `Intrinsic value <b>${v} above</b> current price. Stock appears undervalued vs DCF model. (Gate: ≥ 20%)` : s < 0 ? `Stock priced <b>above</b> DCF intrinsic value. May be overvalued by the model.` : `DCF margin of safety near zero. No significant under/overvaluation signal.` },
'cost': { name: 'Expense Ratio', key: 'Exp Ratio%', reason: (v, s) => s > 0 ? `Expense ratio <b>${v}</b> — low cost. Costs compound in your favour. (Gate: ≤ 0.20%)` : `Expense ratio <b>${v}</b> — above the 0.20% gate. Higher fees reduce long-run returns.` },
'yield': { name: 'Distribution Yield', key: 'Yield%', reason: (v, s) => s > 0 ? `Yield <b>${v}</b> — strong income distribution.` : `Yield <b>${v}</b> — below preferred level.` },
'volume': { name: 'Avg Daily Volume', key: 'Volume', reason: (_v, s) => s > 0 ? `Sufficient trading volume. Liquid, tradeable fund.` : `Low trading volume. Liquidity risk — spreads may be wide.` },
'fiveYearReturn': { name: '5-Year Return', key: '5Y Return%', reason: (v, s) => s > 0 ? `5Y annualised return <b>${v}</b> — above the 8% S&P floor.` : `5Y return <b>${v}</b> — below the 8% gate. Underperforms long-run S&P average.` },
'spread': { name: 'Credit Spread', key: 'YTM%', reason: (_v, s) => s > 0 ? `Yield spread above risk-free rate exceeds 1.5% gate. Adequate risk compensation.` : `Spread too narrow. Bond doesn't compensate enough for credit risk. (Gate: ≥ 1.5%)` },
'duration': { name: 'Duration', key: 'Duration', reason: (v, s) => s > 0 ? `Duration <b>${v}y</b> — moderate interest rate risk. (Gate: ≤ 7y)` : `Duration <b>${v}y</b> — high interest rate sensitivity. (Gate: ≤ 7y)` },
};
function verdictLabel(score: number): string {
const s = Math.abs(score);
const label = s >= 3 ? 'STRONG' : s >= 2 ? 'GOOD' : s >= 1 ? 'MODERATE' : 'NEUTRAL';
if (score > 0) return `+${score} ${label}`;
if (score < 0) return `${score} WEAK`;
return '0 NEUTRAL';
}
function verdictClass(score: number): string {
if (score > 0) return 'fv-pos';
if (score < 0) return 'fv-neg';
return 'fv-neu';
}
function factorCards(bd: Record<string, number> | undefined, displayMetrics: Record<string, unknown>): FactorCard[] {
if (!bd) return [];
const scale = maxAbs(bd);
return Object.entries(bd)
.sort((a, b) => Math.abs(b[1]) - Math.abs(a[1]))
.map(([factor, score]) => {
const meta = FACTOR_META[factor];
const displayKey = meta?.key;
const val = displayKey ? String(displayMetrics[displayKey] ?? '—') : '—';
const reason = meta ? meta.reason(val, score) : `${factor}: score ${score}`;
return {
key: displayKey ?? factor,
name: meta?.name ?? factor,
score,
reason,
pct: Math.round((Math.abs(score) / scale) * 100),
};
});
}
function openSpecModal(row: AssetResult, e: MouseEvent) {
e.stopPropagation();
specModalRow = row;
}
function openGlossaryTo(key: string) {
glossaryFocusKey = key;
glossaryOpen = true;
}
function sigKey(signal: string | undefined): string {
const s = signal ?? '';
if (s.includes('Strong')) return 'strong';
if (s.includes('Momentum')) return 'momentum';
if (s.includes('Speculation')) return 'spec';
if (s.includes('Neutral')) return 'neutral';
return 'avoid';
}
function googleNewsUrl(ticker: string): string {
return `https://news.google.com/search?q=${encodeURIComponent(ticker + ' stock')}`;
}
function yahooNewsUrl(ticker: string): string {
return `https://finance.yahoo.com/quote/${encodeURIComponent(ticker)}/news/`;
}
</script>
<section class="section">
@@ -187,6 +295,15 @@
<button class:active={mode === 'fundamental'} onclick={() => mode = 'fundamental'}>Graham</button>
</div>
<button
class="btn-glossary"
class:btn-glossary-active={glossaryOpen}
onclick={() => (glossaryOpen = !glossaryOpen)}
title="Open metrics glossary"
>
? Glossary
</button>
<button
class="btn-analyze"
onclick={onAnalyze}
@@ -208,36 +325,49 @@
<tr>
<th class="col-expand"></th>
<th class="col-ticker sort-th" onclick={() => setSort('ticker')}>
Ticker <span class="sort-icon">{sortIcon('ticker')}</span>
<span class="col-tip" data-tip="Stock, ETF, or bond ticker symbol">Ticker</span>
<span class="sort-icon">{sortIcon('ticker')}</span>
</th>
<th class="sort-th" onclick={() => setSort('price')}>
Price <span class="sort-icon">{sortIcon('price')}</span>
<span class="col-tip" data-tip="Current market price">Price</span>
<span class="sort-icon">{sortIcon('price')}</span>
</th>
<th class="sort-th" onclick={() => setSort('signal')}>
Signal <span class="sort-icon">{sortIcon('signal')}</span>
<span class="col-tip" data-tip="Overall verdict: Strong Buy passes both fundamental and market-adjusted gates; Avoid fails both">Signal</span>
<span class="sort-icon">{sortIcon('signal')}</span>
</th>
<th class="sort-th" onclick={() => setSort('score')}>
Score <span class="sort-icon">{sortIcon('score')}</span>
<span class="col-tip" data-tip="Weighted factor score (ROE, FCF, margins, PEG, analyst, DCF). Shown as dots out of 5 + raw number. ✗ means gate failed before scoring.">Score</span>
<span class="sort-icon">{sortIcon('score')}</span>
</th>
{#if type === 'STOCK'}
<th class="sort-th" title="Market cap tier" onclick={() => setSort('cap')}>
Cap <span class="sort-icon">{sortIcon('cap')}</span>
<th class="sort-th" onclick={() => setSort('cap')}>
<span class="col-tip" data-tip="Market cap tier: Mega (>$200B), Large ($10200B), Mid ($210B), Small ($300M$2B), Micro (<$300M)">Cap</span>
<span class="sort-icon">{sortIcon('cap')}</span>
</th>
<th>
<span class="col-tip" data-tip="Growth/style: High Growth (rev ≥15%), Growth (515%), Value (low growth + yield ≥3%), Stable, Turnaround, Declining">Style</span>
</th>
<th>
<span class="col-tip" data-tip="Risk flags: momentum extremes, valuation outliers, analyst divergence, DCF divergence. Hover the badge to see individual flags.">Flags</span>
</th>
<th title="Growth / style">Style</th>
<th>Flags</th>
{:else if type === 'ETF'}
<th class="sort-th" onclick={() => setSort('expense')}>
Expense <span class="sort-icon">{sortIcon('expense')}</span>
<span class="col-tip" data-tip="Annual management fee as % of AUM. Gate: ≤ 0.20%. Lower is always better — costs compound against returns.">Expense</span>
<span class="sort-icon">{sortIcon('expense')}</span>
</th>
<th class="sort-th" onclick={() => setSort('ret5y')}>
5Y Ret <span class="sort-icon">{sortIcon('ret5y')}</span>
<span class="col-tip" data-tip="5-year annualised return. Gate: ≥ 8% (S&P long-run floor). Benchmark: S&P 500 ≈ 10% historically.">5Y Ret</span>
<span class="sort-icon">{sortIcon('ret5y')}</span>
</th>
{:else}
<th class="sort-th" onclick={() => setSort('rating')}>
Rating <span class="sort-icon">{sortIcon('rating')}</span>
<span class="col-tip" data-tip="Credit rating: AAA → BBB = investment grade. Gate: ≥ BBB. BB and below = junk / high yield.">Rating</span>
<span class="sort-icon">{sortIcon('rating')}</span>
</th>
<th class="sort-th" onclick={() => setSort('ytm')}>
YTM <span class="sort-icon">{sortIcon('ytm')}</span>
<span class="col-tip" data-tip="Yield to Maturity — total return if held to maturity. Must exceed risk-free rate by ≥ 1.5% (spread gate).">YTM</span>
<span class="sort-icon">{sortIcon('ytm')}</span>
</th>
{/if}
</tr>
@@ -299,7 +429,9 @@
{@const isOpen = expanded === r.asset.ticker}
{@const colCount = type === 'STOCK' ? 8 : 7}
{@const flags = v.audit?.riskFlags ?? []}
{@const rawScore = parseInt(v.scoreSummary?.replace(/\D/g, '') ?? '0', 10)}
{@const rawScore = v.score ?? parseInt(v.scoreSummary?.match(/-?\d+/)?.[0] ?? '0', 10)}
{@const cov = v.audit?.coverage}
{@const noData = cov != null && cov.active === 0}
<!-- ── Summary row ── -->
<tr
@@ -308,35 +440,62 @@
data-signal={sigOrd(r.signal)}
onclick={() => toggleExpand(r.asset.ticker)}
>
<td class="col-expand">{isOpen ? '▾' : '▸'}</td>
<td class="col-expand">
<span class="row-toggle">{isOpen ? '▾' : '▸'}</span>
<button
class="pin-btn"
class:pinned={watchlistStore.isPinned(r.asset.ticker)}
onclick={(e) => { e.stopPropagation(); watchlistStore.toggle(r.asset.ticker); }}
title={watchlistStore.isPinned(r.asset.ticker) ? 'Remove from watchlist' : 'Add to watchlist'}
>{watchlistStore.isPinned(r.asset.ticker) ? '📌' : '🔖'}</button>
</td>
<td class="ticker">{r.asset.ticker}</td>
<td class="num">{m.Price ?? '—'}</td>
<!-- Signal pill -->
<td class="signal-verdict-cell">
<span class="sv-pill sv-{(r.signal ?? '').includes('Strong') ? 'strong' : (r.signal ?? '').includes('Momentum') ? 'momentum' : (r.signal ?? '').includes('Speculation') ? 'spec' : (r.signal ?? '').includes('Neutral') ? 'neutral' : 'avoid'}">{(r.signal ?? '').replace(/^[^\w\s]+\s*/, '').trim() || '—'}</span>
<td>
<div class="signal-verdict-cell">
<button
class="sv-pill sv-{sigKey(r.signal)} sv-pill-link"
onclick={(e) => { if (r.signal) openSpecModal(r, e); }}
title="Click to explain this signal"
>
{(r.signal ?? '').replace(/^[^\w\s]+\s*/, '').trim() || '—'}
</button>
</div>
</td>
<!-- Score as dot scale -->
<td class="score-cell" title={v.scoreSummary}>
<td class="score-cell" title={cov ? `${v.scoreSummary} ${cov.active}/${cov.total} factors had data` : v.scoreSummary}>
{#if v.scoreSummary?.startsWith('Gate failed')}
<span class="score-fail"></span>
{:else if noData}
<span class="score-nodata">No data</span>
{:else}
<span class="score-dots">
{#each Array(5) as _, i}
<span class="score-dot" class:on={i < Math.round(rawScore / 4)}></span>
<span class="score-dot" class:on={rawScore > 0 && i < Math.round(rawScore / 4)}></span>
{/each}
</span>
<span class="score-num">{rawScore}</span>
{#if cov && cov.active / cov.total < 0.5}
<span class="score-cov" title="Only {cov.active} of {cov.total} scoring factors had data — treat this score with caution">{cov.active}/{cov.total}</span>
{/if}
{/if}
</td>
{#if type === 'STOCK'}
<td><span class="tag sm cap-tag">{m['Cap Tier'] ?? '—'}</span></td>
<td><span class="tag sm style-tag">{m['Style'] ?? '—'}</span></td>
<!-- Flags: count badge with hover expand -->
<!-- Flags: count badge with hover expand tooltip -->
<td class="flags-cell">
{#if flags.length > 0}
<span class="flags-badge">
<div class="flags-badge">
<span class="flags-count">{flags.length}</span>
</span>
<div class="flags-tooltip">
<div class="flags-tt-title">Risk Flags</div>
{#each flags as flag}
<div class="flags-tt-item">{flag}</div>
{/each}
</div>
</div>
{/if}
</td>
{:else if type === 'ETF'}
@@ -358,97 +517,99 @@
<!-- ══ LEFT — metric grid ══════════════════════════════════ -->
<div class="dp-left">
<div class="dp-title">Metrics</div>
<div class="dp-title">Metrics <span class="dp-mode-note">— click any card for full definition</span></div>
<div class="dp-metric-grid">
{#if type === 'STOCK'}
<div class="dp-metric-card">
<span class="dp-mc-label">P/E</span>
{@const failures = [...(r.inflated.audit?.failures ?? []), ...(r.fundamental.audit?.failures ?? [])]}
{@const failedKeys = failures.map(f => f.toLowerCase())}
<div class="dp-metric-card" onclick={() => openGlossaryTo('P/E')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('P/E')} class:dp-mc-fail={failedKeys.some(f => f.includes('p/e'))} class:dp-mc-pass={!failedKeys.some(f => f.includes('p/e')) && m['P/E'] && m['P/E'] !== '—'}>
<span class="dp-mc-label">P/E <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['P/E'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">PEG</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('PEG')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('PEG')} class:dp-mc-fail={failedKeys.some(f => f.includes('peg'))} class:dp-mc-pass={m['PEG'] !== '—' && m['PEG'] != null && parseFloat(String(m['PEG'])) < 1.0}>
<span class="dp-mc-label">PEG <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['PEG'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">ROE%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('ROE%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('ROE%')} class:dp-mc-fail={failedKeys.some(f => f.includes('roe'))} class:dp-mc-pass={parseFloat(String(m['ROE%'])) >= 15}>
<span class="dp-mc-label">ROE% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['ROE%'])}">{m['ROE%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Op Mgn%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('OpMgn%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('OpMgn%')} class:dp-mc-fail={failedKeys.some(f => f.includes('margin') || f.includes('op'))} class:dp-mc-pass={parseFloat(String(m['OpMgn%'])) >= 10}>
<span class="dp-mc-label">Op Mgn% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['OpMgn%'])}">{m['OpMgn%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Gross M%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('GrossM%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('GrossM%')}>
<span class="dp-mc-label">Gross M% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['GrossM%'])}">{m['GrossM%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">FCF Yld%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('FCF Yld%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('FCF Yld%')} class:dp-mc-fail={failedKeys.some(f => f.includes('fcf') || f.includes('cash'))} class:dp-mc-pass={parseFloat(String(m['FCF Yld%'])) > 0}>
<span class="dp-mc-label">FCF Yld% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['FCF Yld%'])}">{m['FCF Yld%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">D/E</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('D/E')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('D/E')} class:dp-mc-fail={failedKeys.some(f => f.includes('debt') || f.includes('d/e'))} class:dp-mc-pass={parseFloat(String(m['D/E'])) <= 1.5}>
<span class="dp-mc-label">D/E <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['D/E'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">52W Chg</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('52W Chg')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('52W Chg')}>
<span class="dp-mc-label">52W Chg <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['52W Chg'])}">{m['52W Chg'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">From High</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('From High')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('From High')}>
<span class="dp-mc-label">From High <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['From High'])}">{m['From High'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Analyst</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Analyst')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Analyst')}>
<span class="dp-mc-label">Analyst <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['Analyst'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Upside</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Analyst')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Analyst')}>
<span class="dp-mc-label">Upside <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['Upside'])}">{m['Upside'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">DCF Safety</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('DCF Safety')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('DCF Safety')} class:dp-mc-pass={parseFloat(String(m['DCF Safety'])) >= 20}>
<span class="dp-mc-label">DCF Safety <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['DCF Safety'])}">{m['DCF Safety'] ?? '—'}</span>
</div>
{:else if type === 'ETF'}
<div class="dp-metric-card">
<span class="dp-mc-label">Yield%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Yield%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Yield%')}>
<span class="dp-mc-label">Yield% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['Yield%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">AUM</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Exp Ratio%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Exp Ratio%')}>
<span class="dp-mc-label">AUM <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['AUM'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">5Y Ret%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('5Y Return%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('5Y Return%')}>
<span class="dp-mc-label">5Y Ret% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value {signClass(m['5Y Return%'])}">{m['5Y Return%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Exp Ratio%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Exp Ratio%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Exp Ratio%')} class:dp-mc-pass={parseFloat(String(m['Exp Ratio%'])) <= 0.2} class:dp-mc-fail={parseFloat(String(m['Exp Ratio%'])) > 0.2}>
<span class="dp-mc-label">Exp Ratio% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['Exp Ratio%'] ?? '—'}</span>
</div>
{:else}
<div class="dp-metric-card">
<span class="dp-mc-label">YTM%</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('YTM%')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('YTM%')}>
<span class="dp-mc-label">YTM% <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['YTM%'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Duration</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Duration')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Duration')} class:dp-mc-fail={parseFloat(String(m['Duration'])) > 7} class:dp-mc-pass={parseFloat(String(m['Duration'])) <= 7}>
<span class="dp-mc-label">Duration <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['Duration'] ?? '—'}</span>
</div>
<div class="dp-metric-card">
<span class="dp-mc-label">Rating</span>
<div class="dp-metric-card" onclick={() => openGlossaryTo('Rating')} role="button" tabindex="0" onkeypress={(e) => e.key==='Enter' && openGlossaryTo('Rating')}>
<span class="dp-mc-label">Rating <span class="dp-mc-help">?</span></span>
<span class="dp-mc-value">{m['Rating'] ?? '—'}</span>
</div>
{/if}
</div>
<!-- ── Gate badge chips ── -->
<!-- ── Gate badge chips — show which mode passed/failed + the failing rule ── -->
<div class="dp-gates-row">
<span class="dp-gate-chip" class:dp-gate-chip-pass={mktPass} class:dp-gate-chip-fail={!mktPass}>
MKT {mktPass ? '✓' : '✗'}
MKT {mktPass ? '✓' : '✗'}{#if !mktPass && r.inflated.audit?.failures?.[0]}{r.inflated.audit.failures[0]}{/if}
</span>
<span class="dp-gate-chip" class:dp-gate-chip-pass={grahamPass} class:dp-gate-chip-fail={!grahamPass}>
GRAHAM {grahamPass ? '✓' : '✗'}
GRAHAM {grahamPass ? '✓' : '✗'}{#if !grahamPass && r.fundamental.audit?.failures?.[0]}{r.fundamental.audit.failures[0]}{/if}
</span>
</div>
@@ -460,13 +621,24 @@
{/each}
</div>
{/if}
<!-- ── News links ── -->
<div class="dp-news-row">
<span class="dp-news-label">News:</span>
<a href={googleNewsUrl(r.asset.ticker)} target="_blank" rel="noopener noreferrer" class="dp-news-link">
Google News ↗
</a>
<a href={yahooNewsUrl(r.asset.ticker)} target="_blank" rel="noopener noreferrer" class="dp-news-link">
Yahoo Finance ↗
</a>
</div>
</div>
<!-- ══ RIGHT — verdict card (factor bar chart) ═════════════ -->
<!-- ══ RIGHT — factor score cards ════════════════════════ -->
<div class="dp-right">
<div class="dp-title">
Factor Scores
<span class="dp-mode-note">({mode === 'inflated' ? 'Mkt-Adj' : 'Graham'})</span>
<span class="dp-mode-note">({mode === 'inflated' ? 'Mkt-Adj' : 'Graham'}) — click to learn more</span>
</div>
{#if !v.audit?.passedGates && v.audit?.failures?.length}
@@ -476,23 +648,20 @@
<div class="dp-failure-item">{f}</div>
{/each}
</div>
{:else if breakdownEntries(v.audit?.breakdown).length}
{@const entries = breakdownEntries(v.audit?.breakdown)}
{@const scale = maxAbs(v.audit?.breakdown)}
<div class="dp-bar-chart">
{#each entries as [factor, score]}
{@const pct = Math.round((Math.abs(score) / scale) * 100)}
<div class="dp-bar-row">
<span class="dp-bar-label">{factor}</span>
<div class="dp-bar-track">
<div
class="dp-bar-fill {score > 0 ? 'dp-bar-pos' : 'dp-bar-neg'}"
style="width: {pct}%"
></div>
{:else if factorCards(v.audit?.breakdown, m).length}
{@const cards = factorCards(v.audit?.breakdown, m)}
<div class="dp-factor-list">
{#each cards as card}
<!-- svelte-ignore a11y_no_static_element_interactions -->
<div class="dp-factor-item" role="button" tabindex="0" onclick={() => openGlossaryTo(card.key)} onkeypress={(e) => e.key === 'Enter' && openGlossaryTo(card.key)}>
<div class="dp-factor-top">
<span class="dp-factor-name">{card.name}</span>
<span class="dp-factor-verdict {verdictClass(card.score)}">{verdictLabel(card.score)}</span>
</div>
<div class="dp-factor-reason">{@html card.reason}</div>
<div class="dp-bar-track">
<div class="dp-bar-fill {card.score > 0 ? 'dp-bar-pos' : 'dp-bar-neg'}" style="width:{card.pct}%"></div>
</div>
<span class="dp-bar-val {score > 0 ? 'pos' : score < 0 ? 'neg' : ''}">
{score > 0 ? '+' : ''}{score}
</span>
</div>
{/each}
</div>
@@ -511,3 +680,18 @@
</table>
</div>
</section>
<!-- Glossary panel — z-index 99, below tearsheet/analysis sidebar (z 101) -->
<GlossaryPanel
open={glossaryOpen}
activeMetrics={activeGlossaryMetrics()}
focusKey={glossaryFocusKey}
onClose={() => { glossaryOpen = false; glossaryFocusKey = null; }}
/>
<!-- Signal modal — explains why? for any signal -->
<SignalModal
open={specModalRow !== null}
row={specModalRow}
onClose={() => (specModalRow = null)}
/>
@@ -0,0 +1,503 @@
<script lang="ts">
import { tick } from 'svelte';
let {
open = false,
activeMetrics = [] as string[],
focusKey = null as string | null,
onClose,
}: {
open?: boolean;
activeMetrics?: string[];
focusKey?: string | null;
onClose: () => void;
} = $props();
let searchQuery = $state('');
let expandedItem = $state<string | null>(null);
let bodyEl = $state<HTMLElement | null>(null);
// When focusKey changes, expand and scroll to that item
$effect(() => {
if (focusKey && open) {
expandedItem = focusKey;
searchQuery = '';
tick().then(() => {
if (!bodyEl) return;
const el = bodyEl.querySelector(`[data-gkey="${focusKey}"]`);
if (el) el.scrollIntoView({ behavior: 'smooth', block: 'start' });
});
}
});
// ── Glossary data ─────────────────────────────────────────────────────
type RangeBand = { val: string; label: string };
type GlossaryItem = {
key: string;
label: string;
category: 'Market Context' | 'Valuation' | 'Quality' | 'Risk' | 'Signals' | 'ETF' | 'Bond';
definition: string;
gate?: string;
goodRange?: RangeBand;
neutralRange?: RangeBand;
badRange?: RangeBand;
assetTypes?: ('STOCK' | 'ETF' | 'BOND')[];
};
const GLOSSARY: GlossaryItem[] = [
// ── Market Context ─────────────────────────────────────────────────
{
key: '10Y',
label: '10Y Treasury Yield',
category: 'Market Context',
definition: 'The yield on 10-year US government bonds — the global risk-free rate benchmark. Drives discount rates for all assets: higher yield = lower present value of future earnings.',
gate: 'Rate regime: < 2% LOW | 25% NORMAL | > 5% HIGH. HIGH rates compress growth stock P/E multipliers.',
goodRange: { val: '24%', label: 'Normal, accommodative' },
neutralRange: { val: '45%', label: 'Elevated, watch growth' },
badRange: { val: '> 5%', label: 'HIGH regime, P/E compression' },
},
{
key: 'VIX',
label: 'VIX — Volatility Index',
category: 'Market Context',
definition: 'The CBOE Volatility Index — measures expected 30-day S&P 500 volatility derived from options prices. Known as the "fear gauge."',
gate: 'Volatility regime: < 15 CALM | 1525 NORMAL | > 25 ELEVATED | > 35 EXTREME',
goodRange: { val: '< 15', label: 'Calm market, low fear' },
neutralRange: { val: '1525', label: 'Normal uncertainty' },
badRange: { val: '> 25', label: 'Elevated fear' },
},
{
key: 'Rate Regime',
label: 'Rate Regime',
category: 'Market Context',
definition: 'Derived from the 10Y Treasury yield. Controls how aggressively the INFLATED scoring mode adjusts P/E gates — HIGH rates tighten the multiplier from 1.5× to 1.2× of S&P P/E.',
gate: 'LOW < 2% | NORMAL 25% | HIGH > 5%',
goodRange: { val: 'LOW', label: 'Growth-friendly' },
neutralRange: { val: 'NORMAL', label: 'Balanced' },
badRange: { val: 'HIGH', label: 'Value favoured, growth penalised' },
},
// ── Valuation ──────────────────────────────────────────────────────
{
key: 'P/E',
label: 'P/E Ratio',
category: 'Valuation',
definition: 'Price-to-Earnings: how many dollars investors pay per $1 of annual profit. Lower = cheaper relative to earnings.',
gate: 'Graham gate: ≤ 15× | Inflated gate: ≤ S&P P/E × 1.5 (live)',
goodRange: { val: '< 15×', label: 'Value / below sector avg' },
neutralRange: { val: '1535×', label: 'Elevated but common' },
badRange: { val: '> 35×', label: 'Expensive without high growth' },
assetTypes: ['STOCK'],
},
{
key: 'PEG',
label: 'PEG Ratio',
category: 'Valuation',
definition: 'P/E divided by earnings growth rate. Adjusts for growth — a 30× P/E stock growing 30% has PEG 1.0, same as a 15× stock growing 15%.',
gate: 'Gate: < 1.0 (Lynch standard) · Weight: 2',
goodRange: { val: '< 1.0', label: 'Bargain' },
neutralRange: { val: '1.02.0', label: 'Fair' },
badRange: { val: '> 2.0', label: 'Costly' },
assetTypes: ['STOCK'],
},
{
key: 'DCF Safety',
label: 'DCF Margin of Safety',
category: 'Valuation',
definition: 'How much below the discounted cash flow intrinsic value the stock trades. Positive = undervalued vs. DCF model; negative = overvalued. Requires positive FCF to compute.',
gate: '≥ +20% → full score | 020% → +1 | -200% → -1 | < -20% → negative score',
goodRange: { val: '> +20%', label: 'Significant discount' },
neutralRange: { val: '020%', label: 'Modest discount' },
badRange: { val: '< -20%', label: 'Premium to fair value' },
assetTypes: ['STOCK'],
},
{
key: 'Upside',
label: 'Analyst Price Target Upside',
category: 'Valuation',
definition: 'Percentage gap between current price and Wall Street consensus target price. Positive = analysts expect the stock to rise.',
gate: 'Risk flag if ≥ +25% upside or ≤ -15% downside',
goodRange: { val: '+520%', label: 'Moderate consensus upside' },
neutralRange: { val: '05%', label: 'Fairly priced' },
badRange: { val: '< -10%', label: 'Analysts bearish' },
assetTypes: ['STOCK'],
},
// ── Quality ────────────────────────────────────────────────────────
{
key: 'ROE%',
label: 'Return on Equity',
category: 'Quality',
definition: 'Net income as a % of shareholders\' equity. Measures how efficiently management generates profit from invested capital.',
gate: 'Gate: ROE ≥ 15%',
goodRange: { val: '> 20%', label: 'Excellent capital efficiency' },
neutralRange: { val: '1020%', label: 'Adequate' },
badRange: { val: '< 10%', label: 'Poor capital use' },
assetTypes: ['STOCK'],
},
{
key: 'OpMgn%',
label: 'Operating Margin',
category: 'Quality',
definition: 'Operating profit as a % of revenue — what\'s left after COGS and operating expenses, before interest and taxes.',
gate: 'Gate: Op Margin ≥ 10%',
goodRange: { val: '> 20%', label: 'High quality business' },
neutralRange: { val: '520%', label: 'Modest margins' },
badRange: { val: '< 5%', label: 'Thin, fragile' },
assetTypes: ['STOCK'],
},
{
key: 'GrossM%',
label: 'Gross Margin',
category: 'Quality',
definition: 'Revenue minus cost of goods sold, as a %. Shows pricing power and production efficiency before overhead.',
gate: 'Informational — not a hard gate, used contextually',
goodRange: { val: '> 50%', label: 'Software / services quality' },
neutralRange: { val: '1550%', label: 'Moderate' },
badRange: { val: '< 15%', label: 'Commodity-like, price-taker' },
assetTypes: ['STOCK'],
},
{
key: 'FCF Yld%',
label: 'Free Cash Flow Yield',
category: 'Quality',
definition: 'Free cash flow per share divided by price — cash the business actually generates, expressed as a yield. Unlike earnings, FCF is hard to fake.',
gate: 'Gate: FCF > 0 (negative FCF = gate fail) | Weight: 3× in scoring',
goodRange: { val: '> 5%', label: 'Strong cash generation' },
neutralRange: { val: '05%', label: 'Weak positive' },
badRange: { val: '< 0%', label: 'Cash-burning' },
assetTypes: ['STOCK'],
},
{
key: 'Analyst',
label: 'Analyst Consensus Rating',
category: 'Quality',
definition: 'Wall Street average recommendation on a 15 scale (Yahoo). 1 = Strong Buy, 5 = Strong Sell. Requires ≥ 3 analysts for signal to fire.',
gate: '≤ 2.0 → full score | ≤ 3.0 → +1 | ≤ 4.0 → -1 | > 4.0 → negative score',
goodRange: { val: '1.02.5', label: 'Buy consensus' },
neutralRange: { val: '2.54.0', label: 'Neutral / Hold' },
badRange: { val: '> 4.0', label: 'Sell consensus' },
assetTypes: ['STOCK'],
},
{
key: 'Revenue',
label: 'Revenue Growth',
category: 'Quality',
definition: 'Year-over-year percentage change in total revenue. Measures whether the business is expanding its top line. A secondary scoring factor — positive growth adds to score, declining revenue subtracts.',
gate: 'Gate: Revenue growth > 0% for positive contribution | Weight: 2× in scoring',
goodRange: { val: '> 10%', label: 'Strong expansion' },
neutralRange: { val: '010%', label: 'Slow growth' },
badRange: { val: '< 0%', label: 'Shrinking top line' },
assetTypes: ['STOCK'],
},
// ── Risk ───────────────────────────────────────────────────────────
{
key: 'D/E',
label: 'Debt-to-Equity Ratio',
category: 'Risk',
definition: 'Total debt divided by shareholders\' equity. Measures financial leverage — how much borrowed money vs. owned capital the company uses.',
gate: 'Gate: D/E ≤ 1.5× | Tech: ≤ 2.0× | Financials: gate disabled (scored on P/B instead)',
goodRange: { val: '< 0.5×', label: 'Conservative' },
neutralRange: { val: '0.51.5×', label: 'Moderate' },
badRange: { val: '> 2.0×', label: 'High leverage risk' },
assetTypes: ['STOCK'],
},
{
key: '52W Chg',
label: '52-Week Price Change',
category: 'Risk',
definition: 'Total % price return over the past year. Captures trend strength and momentum.',
gate: 'Risk flag: ≥ +50% (at peak, reversal risk) | ≤ -30% (significant drawdown)',
goodRange: { val: '+530%', label: 'Steady uptrend' },
neutralRange: { val: '-5+5%', label: 'Flat / sideways' },
badRange: { val: '< -30%', label: 'Significant drawdown' },
assetTypes: ['STOCK'],
},
{
key: 'From High',
label: 'Distance from 52-Week High',
category: 'Risk',
definition: 'How far (%) the current price sits below the 52-week peak. Negative = below peak. A -15% reading means the stock is 15% off its high.',
gate: 'Risk flag if > -20% from high (at or near peak)',
goodRange: { val: '-525%', label: 'Healthy pullback' },
neutralRange: { val: '-2540%', label: 'Larger drawdown' },
badRange: { val: '03%', label: 'At peak, limited buffer' },
assetTypes: ['STOCK'],
},
// ── Signals ────────────────────────────────────────────────────────
{
key: 'Graham',
label: 'Graham (Fundamental) Score',
category: 'Signals',
definition: 'Strict value-investing score using fixed Graham gates: P/E ≤ 15×, PEG ≤ 1.0, D/E ≤ 1.5×, ROE ≥ 15%, FCF > 0. Does not adjust for market conditions — these thresholds never move.',
gate: 'All gates fixed regardless of S&P P/E or rate regime',
goodRange: { val: 'PASS', label: 'Passes all Graham gates' },
neutralRange: { val: 'PARTIAL', label: 'Passes some, fails others' },
badRange: { val: 'FAIL', label: 'Fails one or more hard gates' },
},
{
key: 'Mkt-Adj',
label: 'Market-Adjusted Score',
category: 'Signals',
definition: 'Relaxed scoring mode that calibrates gates to live market benchmarks. P/E gate = S&P P/E × 1.5 (or × 1.2 in HIGH rate regime). Reflects what is "acceptable" in today\'s market, not absolute value.',
gate: 'P/E gate: S&P P/E × 1.5 (NORMAL) or × 1.2 (HIGH) | Tech P/E: XLK P/E × 1.3',
goodRange: { val: 'PASS', label: 'Passes mkt-adjusted gates' },
neutralRange: { val: 'PARTIAL', label: 'Borderline vs live benchmarks' },
badRange: { val: 'FAIL', label: 'Fails even relaxed gates' },
},
{
key: 'signal',
label: 'Signal',
category: 'Signals',
definition: 'Overall recommendation derived by comparing Market-Adjusted and Graham (fundamental) scores.',
gate: 'Strong Buy = passes both | Momentum = passes Mkt-Adj only | Speculation = passes Mkt-Adj, fails Graham | Neutral = borderline | Avoid = fails both',
goodRange: { val: '✅ ⚡', label: 'Strong Buy / Momentum' },
neutralRange: { val: '🔄', label: 'Neutral — hold' },
badRange: { val: '⚠️ ❌', label: 'Speculation / Avoid' },
},
{
key: 'score',
label: 'Score (dot scale)',
category: 'Signals',
definition: 'Weighted sum of factor scores (ROE, FCF, margin, PEG, revenue growth, analyst, DCF). Displayed as ●●●●○ dots out of 5 + raw number.',
gate: 'Positive factors add to score; negative riskFlags subtract. Gate failures bypass scoring entirely (shown as ✗).',
goodRange: { val: '> 12', label: 'High conviction' },
neutralRange: { val: '612', label: 'Borderline' },
badRange: { val: '< 6', label: 'Weak factors' },
},
{
key: 'Cap Tier',
label: 'Market Cap Tier',
category: 'Signals',
definition: 'Size classification based on market capitalisation. Mega Cap (> $200B), Large ($10200B), Mid ($210B), Small ($300M$2B), Micro (< $300M).',
gate: 'Informational — not a gate. Useful for position sizing and risk calibration.',
goodRange: { val: 'Mega / Large', label: 'Most liquid' },
neutralRange: { val: 'Mid', label: 'Balanced' },
badRange: { val: 'Micro', label: 'High vol, thin liquidity' },
assetTypes: ['STOCK'],
},
{
key: 'Style',
label: 'Growth / Style Category',
category: 'Signals',
definition: 'Derived from revenue growth and earnings growth. High Growth (rev ≥ 15% or earnings ≥ 20%), Growth (515%), Value (< 5% + yield ≥ 3%), Stable, Turnaround, Declining.',
gate: 'Informational — not a gate. Helps match the stock to your strategy.',
goodRange: { val: 'High Growth / Growth', label: 'Matches momentum strategy' },
neutralRange: { val: 'Stable / Value', label: 'Income / defensive' },
badRange: { val: 'Declining', label: 'Revenue shrinking > -5%' },
assetTypes: ['STOCK'],
},
// ── ETF ────────────────────────────────────────────────────────────
{
key: 'Exp Ratio%',
label: 'Expense Ratio',
category: 'ETF',
definition: 'Annual management fee as a % of AUM. Deducted from returns automatically. Lower is always better — costs compound against you.',
gate: 'Hard gate: Expense Ratio ≤ 0.20%',
goodRange: { val: '< 0.10%', label: 'Index-like, minimal drag' },
neutralRange: { val: '0.100.50%', label: 'Acceptable' },
badRange: { val: '> 0.50%', label: 'High cost drag' },
assetTypes: ['ETF'],
},
{
key: '5Y Return%',
label: '5-Year Annualised Return',
category: 'ETF',
definition: 'Compound annual growth rate over 5 years. The S&P 500 long-run average is ~10%; use that as a baseline.',
gate: 'Gate: 5Y Return ≥ 8% (S&P long-run floor)',
goodRange: { val: '> 12%', label: 'Outperforming market' },
neutralRange: { val: '812%', label: 'Market-rate returns' },
badRange: { val: '< 6%', label: 'Underperforming bonds + inflation' },
assetTypes: ['ETF'],
},
{
key: 'Yield%',
label: 'Distribution Yield',
category: 'ETF',
definition: 'Annual income distributions (dividends, interest) as a % of NAV. Important for income-focused or REIT ETFs.',
gate: 'REIT ETF: Yield floor based on XLRE yield × regime factor',
goodRange: { val: '> 3%', label: 'Strong income' },
neutralRange: { val: '13%', label: 'Low but positive' },
badRange: { val: '< 1%', label: 'Insufficient for income' },
assetTypes: ['ETF'],
},
// ── Bond ───────────────────────────────────────────────────────────
{
key: 'YTM%',
label: 'Yield to Maturity',
category: 'Bond',
definition: 'Total return if you hold the bond to maturity — includes coupon payments plus any price gain/loss vs. par. The true all-in yield.',
gate: 'Spread gate: YTM must exceed risk-free rate by ≥ 1.5% (NORMAL) or ≥ 1.8% (HIGH rates)',
goodRange: { val: 'Sprd > 2%', label: 'Good compensation for risk' },
neutralRange: { val: '12%', label: 'Adequate spread' },
badRange: { val: '< 1%', label: 'Not compensating for credit risk' },
assetTypes: ['BOND'],
},
{
key: 'Duration',
label: 'Duration (years)',
category: 'Bond',
definition: 'Sensitivity to interest rate changes. A duration of 5 means a 1% rate rise → ~5% price drop. Shorter = less rate risk.',
gate: 'Gate: Duration ≤ 7 years',
goodRange: { val: '< 4 yrs', label: 'Low rate sensitivity' },
neutralRange: { val: '47 yrs', label: 'Moderate' },
badRange: { val: '> 10 yrs', label: 'High rate risk' },
assetTypes: ['BOND'],
},
{
key: 'Rating',
label: 'Credit Rating',
category: 'Bond',
definition: 'Agency rating of default probability: AAA (safest) → AA → A → BBB (investment grade floor) → BB → B → CCC (junk).',
gate: 'Hard gate: Rating ≥ BBB (investment-grade, numeric ≥ 7)',
goodRange: { val: 'AAAA', label: 'Very low default risk' },
neutralRange: { val: 'BBB', label: 'Investment-grade floor' },
badRange: { val: '≤ BB', label: 'High yield / junk' },
assetTypes: ['BOND'],
},
];
const CATEGORIES = ['Market Context', 'Valuation', 'Quality', 'Risk', 'Signals', 'ETF', 'Bond'] as const;
function filteredItems(): GlossaryItem[] {
const q = searchQuery.trim().toLowerCase();
if (!q) return GLOSSARY;
return GLOSSARY.filter(
(item) =>
item.label.toLowerCase().includes(q) ||
item.definition.toLowerCase().includes(q) ||
item.category.toLowerCase().includes(q),
);
}
function itemsForCategory(cat: string): GlossaryItem[] {
return filteredItems().filter((i) => i.category === cat);
}
function isActive(item: GlossaryItem): boolean {
return activeMetrics.some(
(k) => k === item.key || k === item.label,
);
}
function toggleItem(key: string) {
expandedItem = expandedItem === key ? null : key;
}
// Close on Escape
function handleKeydown(e: KeyboardEvent) {
if (e.key === 'Escape') onClose();
}
</script>
<svelte:window onkeydown={handleKeydown} />
{#if open}
<!-- Click-outside backdrop — thin, no visual overlay, just captures clicks -->
<!-- svelte-ignore a11y_click_events_have_key_events -->
<!-- svelte-ignore a11y_no_static_element_interactions -->
<div class="glossary-backdrop" onclick={onClose}></div>
<aside class="glossary-panel" aria-label="Metrics Glossary">
<!-- Header -->
<div class="glossary-header">
<span class="glossary-title"><span class="glossary-title-q">?</span> Metric Glossary</span>
<button class="glossary-close" onclick={onClose} aria-label="Close glossary">×</button>
</div>
<!-- Search -->
<div class="glossary-search-wrap">
<input
class="glossary-search"
type="text"
placeholder="Search metrics…"
bind:value={searchQuery}
aria-label="Search glossary"
/>
{#if searchQuery}
<button class="glossary-search-clear" onclick={() => (searchQuery = '')} aria-label="Clear search"></button>
{/if}
</div>
<!-- Context banner — fixed between search and body, only when row is selected -->
{#if activeMetrics.length > 0}
<div class="glossary-ctx-banner">
✦ Highlighted metrics are relevant to the selected row
</div>
{/if}
<!-- Body -->
<div class="glossary-body" bind:this={bodyEl}>
{#each CATEGORIES as cat}
{@const items = itemsForCategory(cat)}
{#if items.length > 0}
<div class="glossary-category">
<div class="glossary-cat-header">{cat}</div>
{#each items as item}
{@const active = isActive(item)}
{@const isExpanded = expandedItem === item.key}
<div
class="glossary-item"
class:glossary-item-active={active}
class:glossary-item-open={isExpanded}
data-gkey={item.key}
>
<button
class="glossary-item-trigger"
onclick={() => toggleItem(item.key)}
aria-expanded={isExpanded}
>
<span class="glossary-item-label">
{#if active}<span class="glossary-active-dot"></span>{/if}
{item.label}
</span>
<span class="glossary-cat-tag gcat-{cat.toLowerCase().replace(/\s/g,'-')}">{cat}</span>
</button>
{#if isExpanded}
<div class="glossary-item-body">
<p class="glossary-definition">{item.definition}</p>
{#if item.gate}
<div class="glossary-gate-box">
<code>{item.gate}</code>
</div>
{/if}
{#if item.goodRange || item.neutralRange || item.badRange}
<div class="glossary-range-pills">
{#if item.goodRange}
<span class="glossary-range-pill grange-good">{item.goodRange.val}</span>
{/if}
{#if item.neutralRange}
<span class="glossary-range-pill grange-neutral">{item.neutralRange.val}</span>
{/if}
{#if item.badRange}
<span class="glossary-range-pill grange-bad">{item.badRange.val}</span>
{/if}
</div>
<div class="glossary-range-labels">
{#if item.goodRange}
<span class="grlabel-good">{item.goodRange.label}</span>
{/if}
{#if item.neutralRange}
<span class="grlabel-neutral">{item.neutralRange.label}</span>
{/if}
{#if item.badRange}
<span class="grlabel-bad">{item.badRange.label}</span>
{/if}
</div>
{/if}
</div>
{/if}
</div>
{/each}
</div>
{/if}
{/each}
{#if filteredItems().length === 0}
<div class="glossary-empty">No metrics match "{searchQuery}"</div>
{/if}
</div>
</aside>
{/if}
@@ -0,0 +1,396 @@
<script lang="ts">
import type { AssetResult } from '$lib/types.js';
let {
open = false,
row,
onClose,
}: {
open: boolean;
row: AssetResult | null;
onClose: () => void;
} = $props();
function handleBackdrop(e: MouseEvent) {
if (e.target === e.currentTarget) onClose();
}
function handleKeydown(e: KeyboardEvent) {
if (e.key === 'Escape') onClose();
}
type SignalKey = 'strong' | 'momentum' | 'spec' | 'neutral' | 'avoid';
function sigKey(signal: string | undefined): SignalKey {
const s = signal ?? '';
if (s.includes('Strong')) return 'strong';
if (s.includes('Momentum')) return 'momentum';
if (s.includes('Speculation')) return 'spec';
if (s.includes('Neutral')) return 'neutral';
return 'avoid';
}
const SIGNAL_META: Record<SignalKey, {
emoji: string;
title: string;
summary: string;
tip: string;
color: 'green' | 'blue' | 'amber' | 'gray' | 'red';
}> = {
strong: {
emoji: '✅',
title: 'Strong Buy',
summary: 'Passes both market-adjusted AND Graham\'s fundamental gates. The stock meets strict value criteria regardless of current market conditions. This is the highest confidence signal.',
tip: 'Strong Buy signals have the widest margin of safety. Size position accordingly — typically 35% of portfolio.',
color: 'green',
},
momentum: {
emoji: '⚡',
title: 'Momentum',
summary: 'Passes market-adjusted gates but only partially satisfies Graham criteria. The stock is attractively priced relative to today\'s market, though it wouldn\'t clear value investors\' stricter standards. Suitable for trend-following strategies.',
tip: 'Momentum signals ride the current market environment. They work until they don\'t — set a stop-loss or monitor quarterly.',
color: 'blue',
},
spec: {
emoji: '⚠️',
title: 'Speculation',
summary: 'Passes market-adjusted gates but fails Graham\'s fundamental rules. The stock is acceptable at today\'s elevated valuations, but would not meet a strict value investor\'s criteria. Treat as a growth or momentum play — not a deep value position.',
tip: 'Speculation signals are valid positions in a bull market. Size smaller than a Strong Buy and monitor P/E compression risk.',
color: 'amber',
},
neutral: {
emoji: '🔄',
title: 'Neutral',
summary: 'Borderline — passes some gates, fails others, or falls in hold territory in one or both scoring lenses. Not a strong buy or a clear sell. Suitable for existing positions you\'re monitoring, but not a new entry signal.',
tip: 'Neutral means "hold, don\'t add." If you own it, keep watching the metrics that are borderline.',
color: 'gray',
},
avoid: {
emoji: '❌',
title: 'Avoid',
summary: 'Fails both market-adjusted AND fundamental scoring lenses. The stock does not meet quality gates or the risk-adjusted return does not justify the price. This is a high-risk entry.',
tip: 'Avoid signals are not necessarily bad businesses — they may be great companies at bad prices. Revisit when the verdict changes.',
color: 'red',
},
};
function gateRows(row: AssetResult | null) {
if (!row) return [];
const m = row.asset.displayMetrics ?? {};
const graham = row.fundamental.audit;
const items: { pass: boolean; label: string; detail: string; value: string }[] = [];
const pe = m['P/E'];
if (pe && pe !== '—') {
const peNum = parseFloat(String(pe).replace('×',''));
const grahamFail = graham.failures?.some((f: string) => f.toLowerCase().includes('p/e'));
const mktPass = row.inflated.audit?.passedGates;
if (!isNaN(peNum)) {
items.push({
pass: !grahamFail,
label: 'P/E Ratio',
detail: grahamFail ? `Graham gate (15×) failed${mktPass ? ' — mkt-adjusted passed' : ''}` : 'Passes both P/E gates',
value: `${pe}`,
});
}
}
const peg = m['PEG'];
if (peg && peg !== '—') {
const pegNum = parseFloat(String(peg));
if (!isNaN(pegNum)) {
items.push({
pass: pegNum < 1.0,
label: 'PEG Ratio',
detail: pegNum < 1.0 ? 'Below 1.0 — growth is reasonably priced' : 'Above 1.0 — paying a premium for growth',
value: `${peg}`,
});
}
}
const de = m['D/E'];
if (de && de !== '—') {
const deNum = parseFloat(String(de));
if (!isNaN(deNum)) {
items.push({
pass: deNum < 1.5,
label: 'Debt / Equity',
detail: deNum < 1.5 ? 'Conservative leverage' : 'Elevated leverage — adds risk',
value: `${de}×`,
});
}
}
const fcf = m['FCF Yld%'];
if (fcf && fcf !== '—') {
const fcfNum = parseFloat(String(fcf));
if (!isNaN(fcfNum)) {
items.push({
pass: fcfNum > 0,
label: 'FCF Yield',
detail: fcfNum > 0 ? 'Positive free cash flow' : 'Negative FCF — company is burning cash',
value: `${fcf}`,
});
}
}
const roe = m['ROE%'];
if (roe && roe !== '—') {
const roeNum = parseFloat(String(roe));
if (!isNaN(roeNum)) {
items.push({
pass: roeNum > 15,
label: 'Return on Equity',
detail: roeNum > 15 ? 'Above 15% — good capital efficiency' : 'Below 15% preferred threshold',
value: `${roe}`,
});
}
}
return items;
}
</script>
<svelte:window onkeydown={handleKeydown} />
{#if open && row}
{@const sk = sigKey(row.signal)}
{@const meta = SIGNAL_META[sk]}
{@const m = row.asset.displayMetrics ?? {}}
{@const mktPass = row.inflated.audit?.passedGates}
{@const graOk = row.fundamental.audit?.passedGates}
{@const gates = gateRows(row)}
<!-- svelte-ignore a11y_click_events_have_key_events -->
<!-- svelte-ignore a11y_no_static_element_interactions -->
<div class="sm-backdrop" onclick={handleBackdrop}>
<div class="sm-modal sm-modal-{meta.color}">
<!-- Header -->
<div class="sm-header">
<div>
<div class="sm-title">{meta.emoji} Why "{meta.title}"?</div>
<div class="sm-sub">{row.asset.ticker} · {m['Price'] ?? ''}</div>
</div>
<button class="sm-close" onclick={onClose}>×</button>
</div>
<!-- Summary box -->
<div class="sm-summary sm-summary-{meta.color}">
<p>{meta.summary}</p>
</div>
<!-- Side-by-side verdict comparison (stocks only) -->
{#if row.inflated && row.fundamental}
<div class="sm-verdict-compare">
<div class="sm-vb" class:sm-vb-pass={mktPass} class:sm-vb-fail={!mktPass}>
<div class="sm-vb-label" class:pass={mktPass} class:fail={!mktPass}>Mkt-Adjusted Mode</div>
<div class="sm-vb-verdict" class:pass={mktPass} class:fail={!mktPass}>{mktPass ? '✅ PASSES' : '✗ FAILS'}</div>
<div class="sm-vb-detail">
{mktPass ? 'Gates calibrated to live S&P P/E. Passes the relaxed market-adjusted threshold.' : 'Fails even the relaxed market-adjusted gates.'}
</div>
</div>
<div class="sm-vb" class:sm-vb-pass={graOk} class:sm-vb-fail={!graOk}>
<div class="sm-vb-label" class:pass={graOk} class:fail={!graOk}>Graham (Fundamental) Mode</div>
<div class="sm-vb-verdict" class:pass={graOk} class:fail={!graOk}>{graOk ? '✅ PASSES' : '✗ FAILS'}</div>
<div class="sm-vb-detail">
{graOk ? 'Passes Graham\'s strict 15× P/E and quality gates.' : 'Graham\'s strict 15× P/E gate is a hard rule. Fails at elevated valuations.'}
</div>
</div>
</div>
{/if}
<!-- Gate breakdown (if we have data) -->
{#if gates.length > 0}
<div class="sm-gates">
<div class="sm-gates-title">Gate Breakdown</div>
{#each gates as g}
<div class="sm-gate-row" class:g-pass={g.pass} class:g-fail={!g.pass}>
<span class="sm-gate-icon">{g.pass ? '✓' : '✗'}</span>
<span class="sm-gate-text"><b>{g.label}</b>{g.detail}</span>
<span class="sm-gate-value">{g.value}</span>
</div>
{/each}
</div>
{/if}
<!-- Footer tip -->
<div class="sm-footer">
💡 <strong>What to do:</strong> {meta.tip}
</div>
</div>
</div>
{/if}
<style>
.sm-backdrop {
position: fixed;
inset: 0;
background: #00000088;
z-index: 200;
display: flex;
align-items: center;
justify-content: center;
padding: 20px;
}
.sm-modal {
background: var(--bg-surface);
border: 1px solid var(--border-input);
border-radius: 12px;
padding: 24px;
max-width: 520px;
width: 100%;
box-shadow: 0 24px 64px #00000088;
animation: modal-in 0.18s ease;
max-height: 90vh;
overflow-y: auto;
}
@keyframes modal-in {
from { opacity: 0; transform: scale(0.96) translateY(8px); }
to { opacity: 1; transform: scale(1) translateY(0); }
}
.sm-header {
display: flex;
align-items: flex-start;
justify-content: space-between;
margin-bottom: 16px;
gap: 12px;
}
.sm-title {
font-size: 16px;
font-weight: 700;
color: var(--text-primary);
}
.sm-sub {
font-size: 12px;
color: var(--text-secondary);
margin-top: 3px;
font-family: var(--font-mono);
}
.sm-close {
width: 28px;
height: 28px;
border-radius: 6px;
border: 1px solid var(--border);
background: none;
color: var(--text-secondary);
font-size: 18px;
display: flex;
align-items: center;
justify-content: center;
cursor: pointer;
flex-shrink: 0;
line-height: 1;
}
.sm-close:hover { background: var(--bg-elevated); color: var(--text-primary); }
.sm-summary {
border-radius: 8px;
padding: 12px 14px;
margin-bottom: 16px;
}
.sm-summary p { font-size: 13px; line-height: 1.6; margin: 0; }
.sm-summary-green { background: #0a2e1a; border: 1px solid #1a4a2a; }
.sm-summary-green p { color: #86efac; }
.sm-summary-blue { background: #0a1e3a; border: 1px solid #1a3a6a; }
.sm-summary-blue p { color: #93c5fd; }
.sm-summary-amber { background: #2a1a00; border: 1px solid #4a3000; }
.sm-summary-amber p { color: #fbbf24; }
.sm-summary-gray { background: var(--bg-elevated); border: 1px solid var(--border); }
.sm-summary-gray p { color: var(--text-muted); }
.sm-summary-red { background: #2a0d0d; border: 1px solid #4a1a1a; }
.sm-summary-red p { color: #fca5a5; }
.sm-verdict-compare {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 10px;
margin-bottom: 16px;
}
.sm-vb {
border-radius: 8px;
padding: 12px;
border: 1px solid var(--border);
}
.sm-vb.sm-vb-pass { background: #0a2e1a; border-color: #1a4a2a; }
.sm-vb.sm-vb-fail { background: #2a0d0d; border-color: #4a1a1a; }
.sm-vb-label {
font-size: 9px;
font-weight: 700;
letter-spacing: 0.08em;
text-transform: uppercase;
margin-bottom: 4px;
}
.sm-vb-label.pass { color: #4ade80; }
.sm-vb-label.fail { color: #f87171; }
.sm-vb-verdict {
font-size: 14px;
font-weight: 700;
margin-bottom: 6px;
}
.sm-vb-verdict.pass { color: #4ade80; }
.sm-vb-verdict.fail { color: #f87171; }
.sm-vb-detail {
font-size: 11px;
color: var(--text-secondary);
line-height: 1.5;
}
.sm-gates { margin-bottom: 16px; }
.sm-gates-title {
font-size: 10px;
font-weight: 700;
letter-spacing: 0.08em;
text-transform: uppercase;
color: var(--text-muted);
margin-bottom: 8px;
}
.sm-gate-row {
display: flex;
align-items: center;
gap: 10px;
padding: 7px 10px;
border-radius: 6px;
margin-bottom: 4px;
font-size: 12px;
}
.sm-gate-row.g-pass { background: #0a2e1a; border: 1px solid #1a4a2a; }
.sm-gate-row.g-fail { background: #2a0d0d; border: 1px solid #4a1a1a; }
.sm-gate-icon { font-size: 13px; flex-shrink: 0; }
.g-pass .sm-gate-icon { color: #4ade80; }
.g-fail .sm-gate-icon { color: #f87171; }
.sm-gate-text { flex: 1; color: var(--text-secondary); }
.sm-gate-text :global(b) { color: var(--text-primary); }
.sm-gate-value {
font-family: var(--font-mono);
font-size: 11px;
color: var(--text-muted);
white-space: nowrap;
flex-shrink: 0;
}
.sm-footer {
font-size: 12px;
color: var(--text-secondary);
line-height: 1.5;
padding-top: 14px;
border-top: 1px solid var(--border);
}
</style>
@@ -0,0 +1,317 @@
<script lang="ts">
import type { AssetResult } from '$lib/types.js';
let {
open = false,
row,
onClose,
}: {
open: boolean;
row: AssetResult | null;
onClose: () => void;
} = $props();
function handleBackdrop(e: MouseEvent) {
if (e.target === e.currentTarget) onClose();
}
function handleKeydown(e: KeyboardEvent) {
if (e.key === 'Escape') onClose();
}
// Build gate breakdown from audit data
function gateRows(row: AssetResult | null) {
if (!row) return [];
const mkt = row.inflated.audit;
const graham = row.fundamental.audit;
const m = row.asset.displayMetrics ?? {};
const items: { pass: boolean; label: string; detail: string; value: string }[] = [];
// P/E — the key differentiator for Speculation
const pe = m['P/E'];
if (pe && pe !== '—') {
if (graham.failures?.some((f: string) => f.toLowerCase().includes('p/e'))) {
items.push({ pass: false, label: 'P/E Ratio', detail: 'Graham gate (15×) failed', value: `${pe} > 15×` });
}
if (mkt.passedGates) {
items.push({ pass: true, label: 'P/E Ratio', detail: 'Mkt-adjusted gate passed', value: `${pe} < mkt threshold` });
}
}
// PEG
const peg = m['PEG'];
if (peg && peg !== '—') {
const pegNum = parseFloat(String(peg));
items.push({ pass: !isNaN(pegNum) && pegNum < 1.0, label: 'PEG Ratio', detail: pegNum < 1.0 ? 'Paying less than growth justifies' : 'PEG above 1.0 — paying a growth premium', value: `${peg} ${pegNum < 1.0 ? '<' : '>'} 1.0` });
}
// D/E
const de = m['D/E'];
if (de && de !== '—') {
const deNum = parseFloat(String(de));
items.push({ pass: !isNaN(deNum) && deNum < 1.5, label: 'Debt / Equity', detail: deNum < 1.5 ? 'Conservative leverage' : 'Elevated leverage', value: `${de}` });
}
// FCF
const fcf = m['FCF Yld%'];
if (fcf && fcf !== '—') {
const fcfNum = parseFloat(String(fcf));
items.push({ pass: !isNaN(fcfNum) && fcfNum > 0, label: 'FCF Yield', detail: fcfNum > 0 ? 'Positive free cash flow' : 'Negative free cash flow — cash burn', value: `${fcf}` });
}
// ROE
const roe = m['ROE%'];
if (roe && roe !== '—') {
const roeNum = parseFloat(String(roe));
items.push({ pass: !isNaN(roeNum) && roeNum > 15, label: 'Return on Equity', detail: roeNum > 15 ? 'Above 15% threshold — quality signal' : 'Below 15% preferred threshold', value: `${roe}` });
}
return items;
}
</script>
<svelte:window onkeydown={handleKeydown} />
{#if open && row}
{@const m = row.asset.displayMetrics ?? {}}
{@const mktPass = row.inflated.audit?.passedGates}
{@const grahamOk = row.fundamental.audit?.passedGates}
{@const gates = gateRows(row)}
<!-- svelte-ignore a11y_click_events_have_key_events -->
<!-- svelte-ignore a11y_no_static_element_interactions -->
<div class="spec-backdrop" onclick={handleBackdrop}>
<div class="spec-modal">
<!-- Header -->
<div class="spec-modal-header">
<div>
<div class="spec-modal-title">⚡ Why "Speculation"?</div>
<div class="spec-modal-sub">{row.asset.ticker} · {m['Price'] ?? ''}</div>
</div>
<button class="spec-modal-close" onclick={onClose}>×</button>
</div>
<!-- Plain-English summary -->
<div class="spec-summary">
<p><strong>Passes market-adjusted gates but fails Graham's strict fundamental rules.</strong> This stock is attractive at today's market valuations, but would not meet a value investor's stricter criteria. Treat as a momentum or growth play — not a deep value position.</p>
</div>
<!-- Side-by-side verdict comparison -->
<div class="spec-verdict-compare">
<div class="spec-vb" class:spec-vb-pass={mktPass} class:spec-vb-fail={!mktPass}>
<div class="spec-vb-label" class:pass={mktPass} class:fail={!mktPass}>Mkt-Adjusted Mode</div>
<div class="spec-vb-verdict" class:pass={mktPass} class:fail={!mktPass}>{mktPass ? '✅ PASSES' : '✗ FAILS'}</div>
<div class="spec-vb-detail">
{#if mktPass}
Gates calibrated to live S&P P/E. P/E passes the market-adjusted threshold at today's valuations.
{:else}
Failed even relaxed market-adjusted gates — rare for Speculation signal.
{/if}
</div>
</div>
<div class="spec-vb" class:spec-vb-pass={grahamOk} class:spec-vb-fail={!grahamOk}>
<div class="spec-vb-label" class:pass={grahamOk} class:fail={!grahamOk}>Graham (Fundamental) Mode</div>
<div class="spec-vb-verdict" class:pass={grahamOk} class:fail={!grahamOk}>{grahamOk ? '✅ PASSES' : '✗ FAILS'}</div>
<div class="spec-vb-detail">
{#if !grahamOk}
Graham's strict 15× P/E gate is a hard rule. Fails immediately at elevated valuations.
{:else}
Passes Graham's fundamental gates — unusual for a Speculation signal.
{/if}
</div>
</div>
</div>
<!-- Gate-by-gate breakdown -->
<div class="spec-gate-breakdown">
<div class="spec-gb-title">Gate Breakdown — which rule failed</div>
{#each gates as g}
<div class="spec-gate-row" class:g-pass={g.pass} class:g-fail={!g.pass}>
<span class="spec-gate-icon">{g.pass ? '✓' : '✗'}</span>
<span class="spec-gate-text"><b>{g.label}</b>{g.detail}</span>
<span class="spec-gate-value">{g.value}</span>
</div>
{/each}
</div>
<!-- Footer tip -->
<div class="spec-modal-footer">
💡 <strong>What to do:</strong> Speculation signals are valid positions — they pass today's market standards. Consider sizing smaller than a Strong Buy and monitoring P/E compression risk if the market re-rates growth stocks downward.
</div>
</div>
</div>
{/if}
<style lang="scss">
.spec-backdrop {
position: fixed;
inset: 0;
background: var(--bg-overlay);
z-index: 200;
display: flex;
align-items: center;
justify-content: center;
}
.spec-modal {
background: var(--bg-surface);
border: 1px solid var(--border-input);
border-radius: 12px;
padding: 24px;
max-width: 520px;
width: 90%;
box-shadow: 0 24px 64px #00000088;
animation: modal-in 0.2s ease;
}
@keyframes modal-in {
from { opacity: 0; transform: scale(0.96) translateY(8px); }
to { opacity: 1; transform: scale(1) translateY(0); }
}
.spec-modal-header {
display: flex;
align-items: flex-start;
justify-content: space-between;
margin-bottom: 16px;
}
.spec-modal-title {
font-size: 16px;
font-weight: 700;
color: var(--text-primary);
}
.spec-modal-sub {
font-size: 12px;
color: var(--text-secondary);
margin-top: 2px;
font-family: var(--font-mono);
}
.spec-modal-close {
width: 28px;
height: 28px;
border-radius: 6px;
border: 1px solid var(--border);
background: none;
color: var(--text-secondary);
font-size: 18px;
display: flex;
align-items: center;
justify-content: center;
transition: all var(--transition);
&:hover { background: var(--bg-elevated); color: var(--text-primary); }
}
.spec-summary {
background: var(--amber-dim);
border: 1px solid #4a3000;
border-radius: 8px;
padding: 12px 14px;
margin-bottom: 16px;
p { font-size: 12px; color: var(--amber); line-height: 1.6; }
}
.spec-verdict-compare {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 10px;
margin-bottom: 16px;
}
.spec-vb {
border-radius: 8px;
padding: 12px;
border: 1px solid var(--border);
&.spec-vb-pass { background: var(--green-dim); border-color: var(--green-mid); }
&.spec-vb-fail { background: var(--red-dim); border-color: #4a1a1a; }
}
.spec-vb-label {
font-size: 9px;
font-weight: 700;
letter-spacing: 0.08em;
text-transform: uppercase;
margin-bottom: 4px;
&.pass { color: var(--green); }
&.fail { color: var(--red); }
}
.spec-vb-verdict {
font-size: 14px;
font-weight: 700;
margin-bottom: 6px;
&.pass { color: var(--green); }
&.fail { color: var(--red); }
}
.spec-vb-detail {
font-size: 11px;
color: var(--text-secondary);
line-height: 1.5;
}
.spec-gate-breakdown {
margin-bottom: 16px;
}
.spec-gb-title {
font-size: 10px;
font-weight: 700;
letter-spacing: 0.08em;
text-transform: uppercase;
color: var(--text-muted);
margin-bottom: 8px;
}
.spec-gate-row {
display: flex;
align-items: center;
gap: 10px;
padding: 7px 10px;
border-radius: 6px;
margin-bottom: 4px;
font-size: 12px;
&.g-pass { background: var(--green-dim); }
&.g-fail { background: var(--red-dim); }
}
.spec-gate-icon {
font-size: 13px;
flex-shrink: 0;
.g-pass & { color: var(--green); }
.g-fail & { color: var(--red); }
}
.spec-gate-text {
flex: 1;
color: var(--text-secondary);
b { color: var(--text-primary); }
}
.spec-gate-value {
font-family: var(--font-mono);
font-size: 11px;
color: var(--text-muted);
white-space: nowrap;
flex-shrink: 0;
}
.spec-modal-footer {
font-size: 12px;
color: var(--text-secondary);
line-height: 1.5;
padding-top: 14px;
border-top: 1px solid var(--border);
}
</style>
@@ -0,0 +1,200 @@
<script lang="ts">
import { watchlistStore } from '$lib/stores/watchlist.store.svelte.js';
import { screenerStore } from '$lib/stores/screener.store.svelte.js';
import { screenTickers, analyzeTickers } from '$lib/api.js';
import Spinner from '$lib/components/shared/Spinner.svelte';
import AssetTable from '$lib/components/screener/AssetTable.svelte';
import type { AssetType, ScreenerResult } from '$lib/types.js';
let results = $state<ScreenerResult | null>(null);
let loading = $state(false);
let error = $state<string | null>(null);
let screenedAt = $state('');
let collapsed = $state(false);
// Re-screen whenever the pin set changes (debounced 300ms to batch quick adds)
let debounceTimer: ReturnType<typeof setTimeout>;
$effect(() => {
const tickers = watchlistStore.tickers; // reactive dependency
clearTimeout(debounceTimer);
if (tickers.length === 0) { results = null; return; }
debounceTimer = setTimeout(() => screen(tickers), 300);
return () => clearTimeout(debounceTimer);
});
async function screen(tickers: string[]) {
loading = true;
error = null;
try {
results = await screenTickers(tickers);
screenedAt = new Date().toLocaleTimeString();
} catch (e) {
error = (e as Error).message;
} finally {
loading = false;
}
}
// Run LLM analysis for the given asset type using watchlist tickers,
// then open the shared AnalysisSidebar via screenerStore.
async function runAnalysis(type: AssetType): Promise<void> {
const tickers = (results?.[type] ?? []).map((r) => r.asset.ticker);
if (!tickers.length) return;
screenerStore.sidebar = { open: true, loading: true, analysis: null, type, error: null };
try {
const res = await analyzeTickers(tickers);
const reason = res.reason === 'no_stories' ? 'No recent news found for these tickers.' : null;
screenerStore.sidebar = {
open: true,
loading: false,
analysis: res.analysis,
type,
error: res.analysis ? null : (reason ?? 'Analysis failed — check server logs for details.'),
};
} catch (e) {
screenerStore.sidebar = {
open: true, loading: false, analysis: null, type,
error: (e as Error).message,
};
}
}
</script>
{#if watchlistStore.count > 0 || loading}
<div class="wl-wrapper">
<div class="wl-header">
<button
class="wl-collapse-btn"
onclick={() => collapsed = !collapsed}
title={collapsed ? 'Expand watchlist' : 'Collapse watchlist'}
>{collapsed ? '▸' : '▾'}</button>
<span class="wl-title">📌 Watchlist</span>
<span class="wl-count">{watchlistStore.count}</span>
{#if screenedAt && !collapsed}
<span class="wl-screened-at">screened {screenedAt}</span>
{/if}
{#if loading}<Spinner size="sm" />{/if}
</div>
{#if !collapsed}
{#if error}
<div class="error-banner">{error}</div>
{:else if loading && !results}
<div class="wl-loading"><Spinner size="lg" label="Screening watchlist…" /></div>
{:else if results}
<!-- Reuse AssetTable for each type — full feature parity with the screener -->
{#each (['STOCK', 'ETF', 'BOND'] as const) as assetType}
{#if results[assetType]?.length}
<AssetTable
type={assetType}
rows={results[assetType]}
analyzeLoading={screenerStore.sidebar.loading && screenerStore.sidebar.type === assetType}
onAnalyze={() => runAnalysis(assetType)}
/>
{/if}
{/each}
{#if results.ERROR?.length}
<div class="wl-errors">
{#each results.ERROR as e}
<span class="wl-error-item">
{e.ticker}: {e.message}
<button
class="wl-unpin-btn"
onclick={() => watchlistStore.remove(e.ticker)}
title="Remove"
></button>
</span>
{/each}
</div>
{/if}
{/if}
{/if}
</div>
{/if}
<style>
.wl-wrapper {
margin-top: 16px;
border-top: 1px solid var(--border);
padding-top: 4px;
}
.wl-header {
display: flex;
align-items: center;
gap: 8px;
padding: 8px 0 4px;
}
.wl-collapse-btn {
background: none;
border: none;
cursor: pointer;
color: var(--text-muted);
font-size: 12px;
padding: 0;
line-height: 1;
}
.wl-title {
font-size: 13px;
font-weight: 600;
color: var(--text-secondary);
}
.wl-count {
display: inline-flex;
align-items: center;
justify-content: center;
min-width: 18px;
height: 18px;
padding: 0 5px;
border-radius: 9px;
font-size: 11px;
font-weight: 700;
background: var(--blue);
color: #fff;
}
.wl-screened-at {
font-size: 11px;
color: var(--text-muted);
}
.wl-loading {
padding: 32px 0;
}
.wl-errors {
display: flex;
flex-wrap: wrap;
gap: 8px;
padding: 8px 0;
}
.wl-error-item {
display: flex;
align-items: center;
gap: 6px;
font-size: 12px;
color: var(--text-muted);
background: var(--bg-hover);
border: 1px solid var(--border);
border-radius: var(--radius-sm);
padding: 4px 8px;
}
.wl-unpin-btn {
background: none;
border: none;
cursor: pointer;
color: var(--text-faint);
font-size: 11px;
padding: 1px 3px;
border-radius: 3px;
transition: color 0.15s;
}
.wl-unpin-btn:hover { color: #f87171; }
</style>
@@ -13,7 +13,7 @@
{ label: 'REIT Yld', value: ctx.benchmarks?.reitYield != null ? ctx.benchmarks.reitYield.toFixed(1) + '%' : '—', color: 'amber' },
{ label: 'IG Sprd', value: ctx.benchmarks?.igSpread != null ? ctx.benchmarks.igSpread.toFixed(2) + '%' : '—', color: 'teal' },
{ label: 'Rates', value: ctx.rateRegime, regime: ctx.rateRegime, color: ctx.rateRegime === 'HIGH' ? 'red' : ctx.rateRegime === 'LOW' ? 'blue' : 'slate' },
{ label: 'Vol', value: ctx.volatilityRegime, regime: ctx.volatilityRegime, color: ctx.volatilityRegime === 'ELEVATED' ? 'orange' : 'slate' },
{ label: 'Vol', value: ctx.volatilityRegime, regime: ctx.volatilityRegime, color: ctx.volatilityRegime === 'HIGH' ? 'orange' : ctx.volatilityRegime === 'LOW' ? 'blue' : 'slate' },
]);
</script>
@@ -0,0 +1,75 @@
import { fetchWatchlist, pinTicker, unpinTicker } from '$lib/api/watchlist.js';
class WatchlistStore {
// ── State ──────────────────────────────────────────────────────────────────
pins = $state<Set<string>>(new Set());
loading = $state(false);
ready = $state(false); // true once initial load completes
// ── Derived ────────────────────────────────────────────────────────────────
get tickers(): string[] {
return [...this.pins];
}
get count(): number {
return this.pins.size;
}
isPinned(ticker: string): boolean {
return this.pins.has(ticker);
}
// ── Load from server ───────────────────────────────────────────────────────
async load(): Promise<void> {
if (this.loading) return;
this.loading = true;
try {
const { tickers } = await fetchWatchlist();
this.pins = new Set(tickers);
} catch {
// Silently fail — user sees empty watchlist, can retry by visiting page
} finally {
this.loading = false;
this.ready = true;
}
}
// ── Toggle (optimistic) ────────────────────────────────────────────────────
async toggle(ticker: string): Promise<void> {
const wasPin = this.pins.has(ticker);
// Optimistic update — update UI immediately
const next = new Set(this.pins);
wasPin ? next.delete(ticker) : next.add(ticker);
this.pins = next;
try {
if (wasPin) {
await unpinTicker(ticker);
} else {
await pinTicker(ticker);
}
} catch {
// Rollback on failure
const rollback = new Set(this.pins);
wasPin ? rollback.add(ticker) : rollback.delete(ticker);
this.pins = rollback;
}
}
// ── Remove ─────────────────────────────────────────────────────────────────
async remove(ticker: string): Promise<void> {
const next = new Set(this.pins);
next.delete(ticker);
this.pins = next;
try {
await unpinTicker(ticker);
} catch {
// Rollback
const rollback = new Set(this.pins);
rollback.add(ticker);
this.pins = rollback;
}
}
}
export const watchlistStore = new WatchlistStore();
+3
View File
@@ -9,6 +9,7 @@
*/
export function verdictShort(label: string | null | undefined): string {
if (!label) return '—';
if (label.includes('No Data')) return 'No Data';
if (label.includes('High Conviction')) return 'Strong Buy';
if (label.includes('Speculative')) return 'Speculative';
if (label.includes('Momentum')) return 'Momentum';
@@ -34,6 +35,8 @@ export function vClass(
label: string | null | undefined,
): 'green' | 'yellow' | 'red' | 'blue' | 'gray' {
if (!label) return 'gray';
// Insufficient data is unknown, not a neutral opinion — render gray
if (label.includes('No Data')) return 'gray';
if (
label.startsWith('🟢') ||
label.includes('High Conviction') ||
+8
View File
@@ -4,6 +4,7 @@
import '../styles/app.scss';
import Spinner from '$lib/components/shared/Spinner.svelte';
import { authStore } from '$lib/stores/auth.store.svelte.js';
import { watchlistStore } from '$lib/stores/watchlist.store.svelte.js';
import type { Snippet } from 'svelte';
let { children }: { children: Snippet } = $props();
@@ -19,6 +20,13 @@
}
});
// Load watchlist once when user is authenticated
$effect(() => {
if (authStore.isLoggedIn && !watchlistStore.ready && !watchlistStore.loading) {
watchlistStore.load();
}
});
const navLabel = $derived(
activePath === '/portfolio' ? 'Loading portfolio…' :
activePath?.startsWith('/calls') ? 'Loading market calls…' :
+8 -1
View File
@@ -4,6 +4,7 @@
import MarketContextStrip from '$lib/components/shared/MarketContextStrip.svelte';
import AssetTable from '$lib/components/screener/AssetTable.svelte';
import AnalysisSidebar from '$lib/components/screener/AnalysisSidebar.svelte';
import WatchlistPanel from '$lib/components/screener/WatchlistPanel.svelte';
const s = screenerStore;
@@ -92,6 +93,12 @@
</section>
{/if}
{/if}
<WatchlistPanel />
</div>
<AnalysisSidebar sidebar={s.sidebar} onClose={() => s.closeSidebar()} />
<AnalysisSidebar
sidebar={s.sidebar}
onClose={() => s.closeSidebar()}
onScreenTickers={(tickers) => { s.input = tickers.join(', '); s.screen(); }}
/>
+5
View File
@@ -0,0 +1,5 @@
<script lang="ts">
import { goto } from '$app/navigation';
import { onMount } from 'svelte';
onMount(() => goto('/'));
</script>
+1
View File
@@ -0,0 +1 @@
export const ssr = false;
+28
View File
@@ -75,6 +75,34 @@ button {
&:hover:not(:disabled) { background: #163356; }
}
// ── btn-glossary (ghost — "? Glossary" in section header) ──────────────
.btn-glossary {
@extend %btn-inline-flex;
background: transparent;
color: var(--text-faint);
border: 1px solid var(--border);
font-size: var(--fs-sm);
font-weight: 500;
letter-spacing: 0.03em;
padding: 4px 11px;
border-radius: var(--radius-sm);
white-space: nowrap;
transition: color 0.15s ease, background 0.15s ease, border-color 0.15s ease;
&:hover {
color: var(--text-muted);
background: var(--bg-card);
border-color: var(--border-input);
}
&.btn-glossary-active {
color: #60a5fa;
background: #1e3a5f22;
border-color: #1e3a5f88;
}
}
// ── btn-analyze (ghost blue — "✦ Analyze" in section header) ────────────
.btn-analyze {
+17
View File
@@ -113,3 +113,20 @@ main { flex: 1; padding: 28px 32px; }
align-items: center;
padding: 80px 0;
}
.nav-badge {
display: inline-flex;
align-items: center;
justify-content: center;
min-width: 16px;
height: 16px;
padding: 0 4px;
margin-left: 5px;
border-radius: 8px;
font-size: 10px;
font-weight: 700;
background: var(--blue);
color: #fff;
line-height: 1;
vertical-align: middle;
}
+6 -2
View File
@@ -3,8 +3,12 @@
*, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; }
body {
font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
font-family: var(--font-ui);
background: var(--bg-base);
color: var(--text-secondary);
color: var(--text-primary);
font-size: var(--fs-md);
line-height: 1.5;
}
button { font-family: inherit; cursor: pointer; }
input, select { font-family: inherit; }
+367 -229
View File
@@ -106,32 +106,23 @@
.asset-section { margin-bottom: 24px; }
.analyze-btn {
margin-left: auto;
font-size: var(--fs-sm);
padding: 5px 14px;
}
// ── Inline filter row (inside thead) ─────────────────────────────────────
// ── Inline filter row ────────────────────────────────────────────────────
.filter-row td {
padding: 4px var(--space-lg) !important;
background: #0a1628;
padding: 5px 8px !important;
background: var(--bg-base);
border-bottom: 1px solid var(--border) !important;
// sticky first cell matches the header sticky column
&:first-child {
position: sticky;
left: 0;
background: #0a1628;
background: var(--bg-base);
z-index: 1;
}
}
// Pair of inputs side-by-side (e.g. price min/max)
.th-filter-pair {
display: flex;
flex-direction: row;
gap: 4px;
max-width: 160px;
@@ -145,7 +136,6 @@
&::-webkit-inner-spin-button { -webkit-appearance: none; }
}
// Checkbox + label for flag filter
.th-filter-check {
display: flex;
align-items: center;
@@ -155,44 +145,31 @@
color: var(--text-secondary);
white-space: nowrap;
input[type='checkbox'] {
accent-color: var(--blue);
width: 12px;
height: 12px;
cursor: pointer;
}
input[type='checkbox'] { accent-color: var(--blue); width: 12px; height: 12px; cursor: pointer; }
}
// Input / select sitting inside a th filter cell
.th-filter {
width: 100%;
min-width: 80px;
background: #0f1e33;
border: 1px solid #1e3050;
background: var(--bg-input);
border: 1px solid var(--border);
border-radius: var(--radius-sm);
color: var(--text-secondary);
padding: 3px 7px;
padding: 4px 8px;
font-size: 11px;
font-family: inherit;
outline: none;
transition: border-color var(--transition);
appearance: none;
-webkit-appearance: none;
&:focus { border-color: var(--blue); box-shadow: 0 0 0 2px #3b82f620; }
&::placeholder { color: var(--text-faint); }
&:focus { border-color: var(--blue); }
&::placeholder { color: var(--text-muted); }
// Style active (non-empty) filter
&:not([value='']):not(:placeholder-shown) {
border-color: var(--blue);
color: #93c5fd;
}
option { background: var(--bg-surface); }
}
// "Clear filters" link in section header
.filter-clear-btn {
font-size: 11px;
color: var(--text-faint);
color: var(--text-muted);
background: transparent;
border: none;
cursor: pointer;
@@ -203,211 +180,257 @@
&:hover { color: var(--red); }
}
// Sortable column header
// ── Column headers ────────────────────────────────────────────────────────
.sort-th {
cursor: pointer;
user-select: none;
&:hover { color: var(--text-muted); }
&:hover { color: var(--text-primary); }
}
.sort-icon {
display: inline-block;
margin-left: 4px;
font-size: 10px;
color: var(--text-faint);
font-size: 9px;
color: var(--text-muted);
opacity: 0.4;
vertical-align: middle;
line-height: 1;
.sort-th:hover & { opacity: 0.8; }
}
// Expand toggle column
.col-expand {
width: 24px;
min-width: 24px;
color: var(--text-faint);
color: var(--text-muted);
font-size: var(--fs-xs);
cursor: pointer;
user-select: none;
}
// Prevent Verdict column from collapsing — pill needs room
.asset-table th:nth-child(5),
.asset-table td:nth-child(5) {
min-width: 100px;
}
// Prevent Signal column from collapsing
.asset-table th:nth-child(4),
.asset-table td:nth-child(4) {
min-width: 110px;
}
.asset-table td:nth-child(4) { min-width: 160px; } // signal cell — pill + why? link
// ── Merged Signal/Verdict pill ────────────────────────────────────────────
// ── Signal pill ───────────────────────────────────────────────────────────
.signal-verdict-cell {
display: flex;
flex-direction: column;
gap: 3px;
min-width: 120px;
display: inline-flex;
align-items: center;
gap: 6px;
white-space: nowrap;
}
// Main verdict pill — colored by signal class
.sv-pill {
display: inline-block;
font-size: 11px;
font-weight: 700;
padding: 2px 9px;
display: inline-flex;
align-items: center;
gap: 5px;
padding: 4px 12px;
border-radius: var(--radius-pill);
letter-spacing: 0.03em;
font-size: 11px;
font-weight: 600;
white-space: nowrap;
width: fit-content;
transition: filter var(--transition);
&.sv-strong { background: #14532d33; color: #4ade80; border: 1px solid #14532d66; }
&.sv-momentum { background: #1e3a5f33; color: #60a5fa; border: 1px solid #1e3a5f66; }
&.sv-spec { background: #7c2d1233; color: #fb923c; border: 1px solid #7c2d1266; }
&.sv-neutral { background: #1e293b; color: #94a3b8; border: 1px solid #334155; }
&.sv-avoid { background: #450a0a33; color: #f87171; border: 1px solid #450a0a66; }
&.sv-strong { background: var(--green-dim); color: var(--green); border: 1px solid var(--green-mid); }
&.sv-momentum { background: var(--blue-dim); color: var(--blue); border: 1px solid var(--blue-mid); }
&.sv-spec { background: var(--amber-dim); color: var(--amber); border: 1px solid #4a3000; }
&.sv-neutral { background: var(--bg-elevated); color: var(--text-secondary); border: 1px solid var(--border-input); }
&.sv-avoid { background: var(--red-dim); color: var(--red); border: 1px solid #4a1a1a; }
}
// Sub-label showing the full signal text
.sv-signal-label {
font-size: 10px;
color: var(--text-faint);
letter-spacing: 0.02em;
white-space: nowrap;
// Pill as a clickable button — dotted underline signals interactivity
button.sv-pill-link {
cursor: pointer;
background: none; // reset button default, color set by sv-* variant above
text-decoration: underline;
text-decoration-style: dotted;
text-underline-offset: 3px;
text-decoration-thickness: 1px;
&:hover { filter: brightness(1.2); }
}
// ── Score dot scale ───────────────────────────────────────────────────────
.score-cell {
white-space: nowrap;
min-width: 80px;
}
.score-cell { white-space: nowrap; min-width: 80px; }
.score-dots {
display: inline-flex;
gap: 3px;
gap: 2px;
vertical-align: middle;
margin-right: 5px;
}
.score-dot {
width: 8px;
height: 8px;
width: 7px;
height: 7px;
border-radius: 50%;
background: #1e3050;
border: 1px solid #2a4060;
background: var(--border-input);
transition: background 0.15s;
&.on { background: var(--blue); border-color: #60a5fa; box-shadow: 0 0 4px #3b82f644; }
&.on { background: var(--blue); }
}
.score-num {
font-family: var(--font-mono);
font-size: 11px;
color: var(--text-dim);
font-variant-numeric: tabular-nums;
color: var(--text-muted);
}
.score-fail {
color: var(--red);
font-size: 12px;
font-weight: 700;
.score-fail { color: var(--red); font-size: 12px; font-weight: 700; }
.score-nodata {
font-size: 11px;
color: var(--text-muted);
font-style: italic;
}
// ── Flags badge with hover-expand tooltip ────────────────────────────────
.flags-cell {
position: relative;
min-width: 48px;
// Low-coverage chip — shown when fewer than half the scoring factors had data
.score-cov {
font-family: var(--font-mono);
font-size: 10px;
color: var(--amber, #d97706);
border: 1px solid currentColor;
border-radius: 8px;
padding: 0 4px;
margin-left: 5px;
vertical-align: middle;
cursor: help;
}
// ── Cap / Style chips ─────────────────────────────────────────────────────
.tag {
display: inline-block;
padding: 2px 8px;
border-radius: var(--radius-xs);
font-size: 10px;
font-weight: 600;
letter-spacing: 0.04em;
background: var(--bg-elevated);
color: var(--text-secondary);
border: 1px solid var(--border);
white-space: nowrap;
}
.cap-tag { color: var(--text-secondary); }
.style-tag { color: var(--text-secondary); }
// ── Flags badge with hover tooltip ───────────────────────────────────────
.flags-cell { position: relative; min-width: 48px; }
.flags-badge {
position: relative;
display: inline-block;
cursor: default;
&:hover .flags-tooltip { opacity: 1; pointer-events: auto; }
&:hover .flags-tooltip { display: block; }
}
.flags-count {
display: inline-block;
background: #431a0033;
border: 1px solid #431a0066;
color: #fb923c;
display: inline-flex;
align-items: center;
gap: 4px;
background: var(--amber-dim);
color: var(--amber);
font-size: 11px;
font-weight: 700;
padding: 2px 8px;
border-radius: var(--radius-pill);
font-weight: 600;
padding: 3px 9px;
border-radius: var(--radius-xs);
border: 1px solid #3a2800;
white-space: nowrap;
cursor: default;
}
.flags-tooltip {
display: none;
position: absolute;
bottom: calc(100% + 6px);
left: 0;
right: 0;
z-index: 50;
background: #0c1829;
border: 1px solid #1e3a5f;
background: var(--bg-elevated);
border: 1px solid var(--border-input);
border-radius: var(--radius-md);
padding: 8px 10px;
display: flex;
flex-direction: column;
gap: 4px;
min-width: 180px;
max-width: 280px;
padding: 10px 12px;
min-width: 240px;
max-width: 300px;
box-shadow: 0 8px 24px #00000066;
opacity: 0;
pointer-events: none;
transition: opacity 0.15s ease;
}
// Summary row — clickable; open state gets left accent bar + lifted bg
// NOTE: background is set on the <tr> so that position:sticky td:first-child
// inherits it (sticky cells create their own stacking context).
.flags-tt-title {
font-size: 9px;
font-weight: 700;
letter-spacing: 0.08em;
text-transform: uppercase;
color: var(--text-muted);
margin-bottom: 7px;
}
.flags-tt-item {
display: flex;
align-items: flex-start;
gap: 6px;
font-size: 11px;
color: var(--amber);
margin-bottom: 4px;
line-height: 1.4;
}
// ── Summary row (data row) ────────────────────────────────────────────────
.summary-row {
cursor: pointer;
transition: background var(--transition);
&:hover { background: #1e2f48; }
&:hover { background: var(--bg-surface); }
&.row-open {
background: #1a2f4a;
background: var(--bg-row-sel);
border-left: 2px solid var(--blue);
td { border-bottom: none !important; }
// Brighter left accent on the expand cell
.col-expand {
box-shadow: inset 3px 0 0 #60a5fa;
}
.col-expand { color: var(--blue); }
}
}
// Ticker — monospace, bold
.ticker {
font-family: var(--font-mono);
font-size: 14px;
font-weight: 700;
color: var(--text-primary);
letter-spacing: 0.02em;
}
.num {
font-family: var(--font-mono);
font-size: 13px;
font-weight: 500;
color: var(--text-secondary);
}
// ── Inline detail row ────────────────────────────────────────────────────
.detail-row td {
padding: 0 !important;
border-bottom: none !important;
box-shadow: inset 0 -3px 0 #1e3a5f;
box-shadow: inset 0 -2px 0 var(--blue);
}
.detail-cell { padding: 0 !important; }
// Two-column layout: left = metrics (55%), right = bar chart (45%)
// min-width: 0 on each child prevents grid blowout
.detail-panel {
display: grid;
grid-template-columns: 55% 45%;
gap: 0;
background: #0c1829;
border-top: 2px solid var(--blue);
border-left: 3px solid var(--blue);
grid-template-columns: 1fr 360px;
border-top: 1px solid var(--blue);
background: #0c1520;
overflow: hidden;
}
// ── Left zone ────────────────────────────────────────────────────────────
.dp-left {
min-width: 0;
padding: 16px 18px 16px 16px;
border-right: 1px solid #1e3a5f;
padding: 16px 18px;
border-right: 1px solid var(--border);
display: flex;
flex-direction: column;
gap: 12px;
@@ -418,176 +441,234 @@
.dp-right {
min-width: 0;
padding: 16px 18px;
background: #0a1018;
display: flex;
flex-direction: column;
gap: 10px;
}
// ── Section title ─────────────────────────────────────────────────────────
// ── Section label ─────────────────────────────────────────────────────────
.dp-title {
font-size: 10px;
font-size: 9px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.1em;
color: #4a7aaa;
color: var(--text-muted);
margin-bottom: 2px;
}
.dp-mode-note {
font-size: 10px;
font-size: 9px;
font-weight: 400;
text-transform: none;
letter-spacing: 0;
color: #3a5a7a;
color: var(--text-muted);
margin-left: 4px;
}
// ── Metric grid cards ─────────────────────────────────────────────────────
// Fixed 4-col grid on left panel — no min-width auto-fill to prevent overflow
.dp-metric-grid {
display: grid;
grid-template-columns: repeat(4, 1fr);
gap: 5px;
gap: 7px;
}
.dp-metric-card {
min-width: 0;
background: #0f2040;
border: 1px solid #1a3050;
border-radius: 6px;
padding: 5px 7px;
background: var(--bg-surface);
border: 1px solid var(--border);
border-radius: var(--radius-sm);
padding: 8px 10px;
display: flex;
flex-direction: column;
gap: 2px;
gap: 3px;
overflow: hidden;
cursor: pointer;
transition: border-color var(--transition), background var(--transition);
&:hover { border-color: var(--purple); background: var(--bg-elevated); }
}
.dp-mc-label {
font-size: 9px;
font-weight: 700;
font-weight: 600;
text-transform: uppercase;
letter-spacing: 0.05em;
color: #3d5a7a;
letter-spacing: 0.06em;
color: var(--text-muted);
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
display: flex;
align-items: center;
gap: 3px;
}
// ? icon inside metric card label — appears on card hover
.dp-mc-help {
display: inline-flex;
align-items: center;
justify-content: center;
width: 12px;
height: 12px;
border-radius: 50%;
font-size: 8px;
font-weight: 700;
color: var(--text-muted);
border: 1px solid var(--border);
opacity: 0;
transition: opacity var(--transition);
flex-shrink: 0;
.dp-metric-card:hover & { opacity: 1; color: var(--purple); border-color: var(--purple); }
}
// Pass / fail color states on metric cards
.dp-metric-card.dp-mc-pass {
border-color: var(--green-mid);
background: linear-gradient(180deg, #0d2e1a 0%, var(--bg-surface) 100%);
.dp-mc-label { color: var(--green); }
}
.dp-metric-card.dp-mc-fail {
border-color: #4a1a1a;
background: linear-gradient(180deg, #2e0d0d 0%, var(--bg-surface) 100%);
.dp-mc-label { color: var(--red); }
}
.dp-mc-value {
font-size: 13px;
font-weight: 700;
font-family: var(--font-mono);
font-size: 14px;
font-weight: 600;
color: var(--text-primary);
font-variant-numeric: tabular-nums;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
}
// ── Gate badge chips ──────────────────────────────────────────────────────
.dp-gates-row {
display: flex;
gap: 6px;
flex-wrap: wrap;
}
.dp-gates-row { display: flex; gap: 6px; flex-wrap: wrap; }
.dp-gate-chip {
display: inline-flex;
align-items: center;
gap: 4px;
font-size: 11px;
font-weight: 700;
letter-spacing: 0.05em;
padding: 3px 10px;
gap: 5px;
padding: 4px 12px;
border-radius: var(--radius-pill);
font-size: 11px;
font-weight: 600;
border: 1px solid transparent;
}
.dp-gate-chip-pass {
background: #14532d33;
background: var(--green-dim);
color: var(--green);
border-color: #14532d66;
border-color: var(--green-mid);
}
.dp-gate-chip-fail {
background: #450a0a33;
background: var(--red-dim);
color: var(--red);
border-color: #450a0a66;
border-color: #4a1a1a;
}
// ── Risk flag pills ───────────────────────────────────────────────────────
.dp-risk-row {
display: flex;
flex-wrap: wrap;
gap: 5px;
}
.dp-risk-row { display: flex; flex-wrap: wrap; gap: 6px; }
.dp-risk-pill {
display: inline-flex;
align-items: center;
font-size: 11px;
font-weight: 600;
padding: 2px 9px;
gap: 4px;
padding: 3px 10px;
border-radius: var(--radius-pill);
background: #431a0033;
color: #fb923c;
border: 1px solid #431a0066;
font-size: 11px;
font-weight: 500;
background: var(--amber-dim);
color: var(--amber);
border: 1px solid #3a2800;
cursor: pointer;
white-space: nowrap;
transition: background var(--transition);
&:hover { background: #3a2800; }
}
// ── Horizontal bar chart (factor scores) ─────────────────────────────────
.dp-bar-chart {
// ── Factor score cards (redesigned) ──────────────────────────────────────
.dp-factor-list {
display: flex;
flex-direction: column;
gap: 8px;
gap: 6px;
}
.dp-bar-row {
display: grid;
grid-template-columns: 88px 1fr 36px;
.dp-factor-item {
background: var(--bg-surface);
border: 1px solid var(--border);
border-radius: var(--radius-sm);
padding: 8px 10px;
cursor: pointer;
transition: border-color var(--transition);
&:hover { border-color: var(--purple); }
}
.dp-factor-top {
display: flex;
align-items: center;
gap: 10px;
justify-content: space-between;
margin-bottom: 4px;
}
.dp-bar-label {
font-size: 12px;
color: #6b8aad;
white-space: nowrap;
overflow: hidden;
text-overflow: ellipsis;
.dp-factor-name {
font-size: 11px;
font-weight: 600;
color: var(--text-secondary);
text-transform: uppercase;
letter-spacing: 0.05em;
}
.dp-factor-verdict {
font-family: var(--font-mono);
font-size: 10px;
font-weight: 600;
padding: 1px 7px;
border-radius: var(--radius-xs);
&.fv-pos { background: var(--green-dim); color: var(--green); }
&.fv-neg { background: var(--red-dim); color: var(--red); }
&.fv-neu { background: var(--bg-elevated); color: var(--text-secondary); }
}
.dp-factor-reason {
font-size: 10px;
color: var(--text-muted);
margin-bottom: 5px;
line-height: 1.4;
b { color: var(--text-secondary); }
}
.dp-bar-track {
height: 10px;
background: #0f2040;
height: 5px;
background: var(--border);
border-radius: 3px;
overflow: hidden;
border: 1px solid #1a3050;
}
.dp-bar-fill {
height: 100%;
border-radius: 3px;
transition: width 0.3s ease;
transition: width 0.5s ease;
&.dp-bar-pos {
background: linear-gradient(90deg, #16a34a, #4ade80);
box-shadow: 0 0 6px #4ade8044;
}
&.dp-bar-neg {
background: linear-gradient(90deg, #991b1b, #f87171);
box-shadow: 0 0 6px #f8717144;
}
&.dp-bar-pos { background: var(--green); }
&.dp-bar-neg { background: var(--red); }
}
.dp-bar-val {
font-size: 12px;
font-weight: 700;
font-variant-numeric: tabular-nums;
text-align: right;
}
// ── Gate failures (shown instead of bars when gates fail) ─────────────────
// Gate failures list (no factor cards)
.dp-failures {
display: flex;
flex-direction: column;
@@ -595,37 +676,28 @@
}
.dp-failure-item {
font-size: 13px;
color: #f87171;
font-size: 12px;
color: var(--red);
line-height: 1.5;
}
.dp-no-factors {
font-size: 12px;
color: #3a5a7a;
color: var(--text-muted);
font-style: italic;
}
/* score-cell base — layout only; visual rules are in the dot-scale block above */
/* Classification tags */
.cap-tag { color: var(--blue-light, #93c5fd); border-color: var(--blue-dim, #1e3a5f); }
.style-tag { color: var(--text-muted); }
/* Signed % colouring */
.pos { color: var(--green); }
.neg { color: var(--red); }
/* Analyst label — not a number */
/* Analyst label */
.analyst-cell {
font-size: var(--fs-sm);
color: var(--text-muted);
color: var(--text-secondary);
white-space: nowrap;
}
/* .flag / .flag-more removed — replaced by .flags-badge hover-expand system */
// ── MarketContext (collapsible card) ──────────────────────────────────────
.ctx-grid {
@@ -820,3 +892,69 @@
.tip-wrap:hover .tip-box { display: block; }
.ctx-value { font-size: 17px; font-weight: 700; color: var(--text-primary); margin-top: 4px; }
// ── Pin button + expand toggle ────────────────────────────────────────────
.col-expand {
width: 52px;
min-width: 52px;
display: flex;
align-items: center;
gap: 4px;
}
.row-toggle {
color: var(--text-muted);
font-size: var(--fs-xs);
user-select: none;
}
.pin-btn {
background: none;
border: none;
padding: 1px 2px;
cursor: pointer;
font-size: 12px;
line-height: 1;
opacity: 0.35;
transition: opacity var(--transition), transform var(--transition);
&:hover { opacity: 0.85; transform: scale(1.15); }
&.pinned { opacity: 1; }
}
// ── News links in detail panel ────────────────────────────────────────────
.dp-news-row {
display: flex;
align-items: center;
gap: 10px;
margin-top: 10px;
flex-wrap: wrap;
}
.dp-news-label {
font-size: var(--fs-xs);
color: var(--text-muted);
font-weight: 500;
letter-spacing: 0.04em;
text-transform: uppercase;
}
.dp-news-link {
font-size: var(--fs-xs);
color: var(--blue);
text-decoration: none;
padding: 3px 8px;
border-radius: var(--radius-sm);
border: 1px solid var(--border);
background: var(--bg-hover);
transition: background var(--transition), border-color var(--transition);
white-space: nowrap;
&:hover {
background: var(--bg-card);
border-color: var(--blue);
text-decoration: none;
}
}
+384
View File
@@ -153,3 +153,387 @@
color: var(--text-dim);
line-height: 1.4;
}
// GlossaryPanel
.glossary-backdrop {
position: fixed;
inset: 0;
z-index: 98; // below panel (99) transparent click catcher
background: transparent;
cursor: default;
}
.glossary-panel {
position: fixed;
top: 0;
right: 0;
bottom: 0;
width: 340px;
background: #0d1117;
border-left: 1px solid #1e2a3a;
z-index: 99;
display: flex;
flex-direction: column;
overflow: hidden;
box-shadow: -6px 0 32px #00000088;
}
.glossary-header {
display: flex;
align-items: center;
gap: 8px;
padding: 14px 16px;
border-bottom: 1px solid var(--border);
background: var(--bg-surface);
flex-shrink: 0;
}
.glossary-title {
font-size: 13px;
font-weight: 700;
color: var(--text-secondary);
letter-spacing: 0.01em;
display: flex;
align-items: center;
gap: 6px;
}
.glossary-title-q {
display: inline-flex;
align-items: center;
justify-content: center;
width: 18px;
height: 18px;
border-radius: 50%;
border: 1.5px solid var(--text-dimmer);
font-size: 10px;
color: var(--text-dimmer);
font-weight: 700;
flex-shrink: 0;
}
.glossary-close {
margin-left: auto;
background: none;
border: 1px solid var(--border);
color: var(--text-dimmer);
font-size: 16px;
line-height: 1;
width: 24px;
height: 24px;
display: flex;
align-items: center;
justify-content: center;
cursor: pointer;
border-radius: var(--radius-xs);
flex-shrink: 0;
&:hover { color: var(--text-muted); background: var(--bg-card); border-color: var(--border-input); }
}
.glossary-search-wrap {
position: relative;
padding: 10px 12px;
border-bottom: 1px solid var(--border-subtle);
flex-shrink: 0;
background: var(--bg-surface);
}
.glossary-search {
width: 100%;
background: var(--bg-card);
border: 1px solid var(--border-input);
border-radius: var(--radius-sm);
color: var(--text-secondary);
padding: 7px 28px 7px 10px;
font-size: 12px;
font-family: inherit;
outline: none;
transition: border-color var(--transition);
box-sizing: border-box;
&::placeholder { color: var(--text-faint); }
&:focus { border-color: var(--blue); box-shadow: 0 0 0 2px #3b82f618; }
}
.glossary-search-clear {
position: absolute;
right: 20px;
top: 50%;
transform: translateY(-50%);
background: none;
border: none;
color: var(--text-faint);
font-size: 11px;
padding: 2px 4px;
cursor: pointer;
&:hover { color: var(--text-muted); }
}
.glossary-body {
flex: 1;
overflow-y: auto;
padding: 0 0 20px;
scrollbar-width: thin;
scrollbar-color: #1e3a5f transparent;
&::-webkit-scrollbar { width: 4px; }
&::-webkit-scrollbar-thumb { background: #1e3a5f; border-radius: 2px; }
}
// Context banner fixed between search and body
.glossary-ctx-banner {
background: #0a2e1a;
border-top: 1px solid #1a4a2a;
border-bottom: 1px solid #1a4a2a;
padding: 9px 14px;
font-size: 11px;
font-weight: 600;
color: #4ade80;
letter-spacing: 0.02em;
display: flex;
align-items: center;
gap: 6px;
flex-shrink: 0;
border-radius: 0; // flush with panel edges
}
.glossary-category { margin-bottom: 2px; }
.glossary-cat-header {
font-size: 9px;
font-weight: 700;
text-transform: uppercase;
letter-spacing: 0.12em;
color: var(--text-faint);
padding: 12px 14px 4px;
}
// Individual item
.glossary-item {
border-left: 3px solid transparent;
transition: border-color 0.15s ease, background 0.1s ease;
margin: 0 8px 2px;
border-radius: 6px;
// Highlighted = relevant to selected row green left border, no bg change
&.glossary-item-active {
border-left-color: #22c55e;
}
// Open/expanded purple tint + purple left border
&.glossary-item-open {
border-left-color: #7c3aed;
background: #1a1035;
border-radius: 6px;
}
}
.glossary-item-trigger {
display: flex;
align-items: center;
justify-content: space-between;
width: 100%;
background: none;
border: none;
padding: 9px 10px 9px 11px;
cursor: pointer;
text-align: left;
gap: 8px;
border-radius: 6px;
transition: background 0.1s ease;
&:hover { background: #151f2e; }
}
.glossary-item-label {
display: flex;
align-items: center;
gap: 6px;
font-size: 13px;
font-weight: 600;
color: var(--text-secondary);
flex: 1;
min-width: 0;
}
.glossary-active-dot {
width: 6px;
height: 6px;
border-radius: 50%;
background: #22c55e;
box-shadow: 0 0 4px #22c55e66;
flex-shrink: 0;
}
// Category tags all same gray pill, label text only
.glossary-cat-tag {
font-size: 10px;
font-weight: 500;
letter-spacing: 0.02em;
text-transform: capitalize;
padding: 2px 9px;
border-radius: var(--radius-pill);
white-space: nowrap;
flex-shrink: 0;
// All same gray no per-category color variation
background: #1e2736;
color: #64748b;
border: 1px solid #2a3544;
}
// Expanded body card style matching mockup
.glossary-item-body {
margin: 0 8px 10px 8px;
padding: 12px 10px;
display: flex;
flex-direction: column;
gap: 12px;
background: #131c2a;
border: 1px solid #1e2d40;
border-radius: 8px;
overflow: hidden; // prevent pill overflow clipping
}
.glossary-definition {
font-size: 13px;
color: #94a3b8;
line-height: 1.6;
margin: 0;
}
// Gate box (code-styled monospace block)
.glossary-gate-box {
background: #0d1520;
border: 1px solid #1e2d40;
border-radius: 6px;
padding: 10px 12px;
code {
font-family: 'JetBrains Mono', var(--font-mono, 'SF Mono', 'Fira Code', monospace);
font-size: 12px;
color: #93c5fd;
line-height: 1.6;
display: block;
white-space: pre-wrap;
}
}
// Range pills
.glossary-range-pills {
display: flex;
flex-wrap: nowrap;
gap: 4px;
width: 100%;
min-width: 0;
overflow: hidden;
}
.glossary-range-pill {
font-size: 11px;
font-weight: 700;
padding: 5px 8px;
border-radius: var(--radius-pill);
white-space: nowrap;
line-height: 1.3;
flex: 1 1 0;
min-width: 0;
text-align: center;
overflow: hidden;
text-overflow: ellipsis;
&.grange-good {
background: #0d2e1a;
color: #4ade80;
border: 1px solid #1a4a2a;
}
&.grange-bad {
background: #2e0d0d;
color: #f87171;
border: 1px solid #4a1a1a;
}
&.grange-neutral {
background: #1e2736;
color: #94a3b8;
border: 1px solid #2a3544;
}
}
// Range labels (below pills)
.glossary-range-labels {
display: flex;
gap: 4px;
width: 100%;
span {
flex: 1 1 0;
font-size: 10px;
font-weight: 500;
text-align: center;
line-height: 1.3;
}
}
.grlabel-good { color: #4ade80; }
.grlabel-neutral { color: #64748b; }
.grlabel-bad { color: #f87171; }
// Empty state
.glossary-empty {
padding: 28px 16px;
text-align: center;
font-size: 12px;
color: var(--text-dimmer);
font-style: italic;
}
// Column-header tooltip (300ms CSS delay)
// Only active inside <thead> metric cards in detail panel use dp-mc-help instead
thead .col-tip {
position: relative;
display: inline-flex;
align-items: center;
gap: 3px;
cursor: help;
&::after {
content: attr(data-tip);
position: absolute;
bottom: calc(100% + 8px);
left: 50%;
transform: translateX(-50%);
width: max-content;
max-width: 220px;
white-space: normal;
background: var(--bg-elevated);
border: 1px solid var(--border-input);
border-radius: var(--radius-sm);
padding: 6px 10px;
font-size: 11px;
font-weight: 400;
text-transform: none;
letter-spacing: 0;
color: var(--text-secondary);
line-height: 1.4;
pointer-events: none;
opacity: 0;
transition: opacity 0.15s ease 300ms;
z-index: 200;
box-shadow: 0 4px 16px #00000055;
}
&:hover::after { opacity: 1; }
}
+52 -36
View File
@@ -1,56 +1,68 @@
// Design Tokens
// SCSS maps generate CSS custom properties. Organised by category so new
// tokens are easy to locate and add. All runtime theming uses var(--name).
// Single strict surface hierarchy. No decorative colors semantic only.
// Background layers darkest to lightest
$bg: (
base: #0f1117, // body, nav background
surface: #0d1117, // section cards, sidebar
elevated: #111827, // section headers, table headers
card: #1e293b, // input bg, tags, summary cards, ctx cards
card-hover: #131c2b, // table row hover
row-alt: #1a2233, // portfolio table row border
base: #0a0e14, // body, nav
surface: #111820, // section cards, sidebar, table headers
elevated: #1a2332, // input bg, metric cards, chips
input: #0d1319, // filter inputs, search fields
overlay: #000000a6, // modal backdrop
row-sel: #0f1f35, // selected/expanded row background
);
// Borders
$borders: (
border: #1e293b, // primary — cards, sections, inputs
border-subtle: #161f2e, // table row separators
border-input: #2d3f55, // form input borders
border: #1e2d3d, // primary — cards, sections
border-subtle: #10182a, // table row separators
border-input: #263447, // form input borders, chips
);
// Text brightest to most muted
$text: (
text-primary: #f1f5f9, // headings, tickers, card values
text-secondary: #e2e8f0, // body text, input values
text-muted: #94a3b8, // secondary text, reasons
text-dim: #64748b, // labels, table headers, muted values
text-dimmer: #475569, // very muted — timestamps, hints
text-faint: #334155, // count badge text, column headers
text-primary: #e2eaf4, // headings, tickers, values
text-secondary: #7a93ad, // body text, labels, column headers
text-muted: #3d5166, // very muted — timestamps, category labels
);
// Blue accent ('blue' is a CSS color name must be quoted)
// Blue accent
$blues: (
'blue': #3b82f6, // focus ring, progress bar, bar-fill
'blue-dark': #2563eb, // primary button bg
'blue-darker': #1d4ed8, // primary button hover
'blue-muted': #60a5fa, // active tab text, edit icon hover
'blue-surface': #1e3a5f, // active tab bg, mode tab bg
'blue-deep': #0f2240, // analyze button hover bg
'blue-badge': #0d1e30, // sidebar header background
'blue': #4da6ff, // selection border, active states
'blue-dim': #0d2240, // active tab bg
'blue-mid': #1a3a5c, // hover states
'blue-dark': #1a4a8a, // primary button bg
'blue-darker': #2060aa, // primary button hover
// legacy aliases kept so other partials don't break
'blue-muted': #4da6ff,
'blue-surface': #1a3a5c,
'blue-deep': #0d2240,
'blue-badge': #0d1319,
);
// Signal / semantic colors (green/yellow/red/orange are CSS color names must be quoted)
// Semantic colors
$signals: (
'green': #4ade80,
'green-bg': #14532d33,
'yellow': #facc15,
'yellow-bg': #71350033,
'red': #f87171,
'red-bg': #450a0a33,
'red-deep': #450a0a55, // error banner bg
'red-border': #7f1d1d, // error banner border
'orange': #fb923c,
// green
'green': #34d17a,
'green-dim': #0d2e1a,
'green-mid': #1a4a2a,
'green-bg': #0d2e1a, // alias for old name
// red
'red': #f05a5a,
'red-dim': #2e0d0d,
'red-bg': #2e0d0d,
'red-deep': #2e0d0d,
'red-border': #4a1a1a,
// amber / warning
'amber': #f0b429,
'amber-dim': #2e2000,
// orange alias kept
'orange': #f0b429,
// purple glossary accent
'purple': #a78bfa,
'purple-dim': #1e1535,
// yellow alias
'yellow': #f0b429,
'yellow-bg': #2e2000,
);
// Emit all maps as CSS custom properties
@@ -62,6 +74,9 @@ $signals: (
@each $name, $val in $signals { --#{$name}: #{$val}; }
// Typography
--font-ui: 'Inter', -apple-system, sans-serif;
--font-mono: 'JetBrains Mono', 'SF Mono', monospace;
--fs-2xs: 9px;
--fs-xs: 10px;
--fs-sm: 11px;
@@ -87,5 +102,6 @@ $signals: (
--space-3xl: 32px;
// Transitions
--transition: 0.15s;
--transition: 0.18s ease;
--transition-slow: 0.28s cubic-bezier(.4,0,.2,1);
}