phase-10.5: market screener ui enhancements
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saikiranvella
@@ -882,3 +882,69 @@ A: Not yet. Only consider if:
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- You have $20K+ to spend on GPU infrastructure
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For now, optimize prompts instead. Good prompt beats fine-tuned model.
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---
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## Future Enhancements (Unscheduled)
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### FE-1 — Pinned Stocks Watchlist
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**Concept:** User can pin any stock from the screener table. Pinned stocks appear in a persistent sidebar or dedicated panel showing:
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- Minimal summary: ticker, current price, signal badge, score
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- Price-since-pin sparkline — a small inline chart showing how price moved from the day the stock was pinned to today
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- Quick unpin button
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**Data requirements:**
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- Store `{ ticker, pinnedAt, pinnedPrice }` in SQLite (`pinned_stocks` table)
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- Fetch daily OHLC history from Yahoo Finance for the period `pinnedAt → now` to power the sparkline
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- API: `GET /api/pins` (list), `POST /api/pins` (add), `DELETE /api/pins/:ticker` (remove), `GET /api/pins/:ticker/history` (OHLC since pin)
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**UI notes:**
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- Pin button (📌) appears on hover of each summary row in the screener table
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- Pinned panel can live in a collapsible drawer at the bottom, or a fixed right sidebar
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- Sparkline: use a lightweight SVG path (no charting library needed); green if price above pin price, red if below
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- On click of the sparkline, open a larger chart modal (Phase FE-1b — can use TradingView widget or Chart.js)
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**Why deferred:** Requires persistent per-user state (needs Phase 11 auth to be meaningful across sessions). Build after Phase 11.
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---
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### FE-2 — Column Header Tooltips ("Why does this matter?")
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**Concept:** Clicking a column header in the screener summary row opens a small popover explaining:
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- What the metric measures
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- What a good vs bad value looks like
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- How the screener uses it in scoring
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This turns the table into a learning tool — users understand *why* P/E or ROE matters, not just what the number is.
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**Suggested content per column:**
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| Header | What to explain |
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|--------|----------------|
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| **Score** | Weighted sum of all factor scores. >6 = quality, <4 = weak. Gates must pass first — score only fires if gates are cleared. |
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| **Signal** | Compares two scoring lenses (Mkt-Adjusted vs Graham). Strong Buy = passes both. Momentum = passes inflated only. |
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| **P/E** | Price-to-earnings. Lower = cheaper relative to earnings. Gate: <15x (Graham) or <SPY×1.5 (market-adjusted). >30x warrants scrutiny unless high growth. |
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| **PEG** | P/E ÷ growth rate. Normalises valuation for growth. <1.0 = paying less than growth justifies. Lynch's standard. |
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| **ROE%** | Return on equity — how efficiently the company uses shareholder money. >15% is healthy; >30% is exceptional. Weighted 3× in scoring. |
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| **OpMgn%** | Operating margin — profit per dollar of revenue before interest and tax. Measures business efficiency. |
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| **FCF%** | Free cash flow yield — cash the business actually generates relative to price. Negative = cash-burning; gate fails. |
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| **D/E** | Debt-to-equity. Measures leverage. Gate: <1.5× (general), <2.0× (tech). Higher than 2× raises distress risk. |
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| **52W Chg** | Total price return over last 52 weeks. Positive momentum is healthy; >+50% may signal overextension. |
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| **From High** | % below the 52-week high. -5% to -15% is a typical dip zone; ≤-30% triggers a risk flag. |
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| **Analyst** | Yahoo consensus (1=Strong Buy, 5=Strong Sell). Requires ≥3 analysts to fire. ≤2.0 adds points; >4.0 subtracts. |
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| **DCF Safety** | Margin of safety from a two-stage DCF model. Positive = stock appears undervalued vs intrinsic value. Only fires when FCF > 0. |
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| **Cap** | Market cap tier: Mega (>$200B), Large ($10B+), Mid ($2B+), Small ($300M+), Micro (<$300M). Smaller = higher risk + volatility. |
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| **Style** | Growth classification from revenue + earnings growth rate. High Growth = ≥15% revenue growth. Value = low growth + ≥3% yield. |
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**Implementation approach:**
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- Add `data-tip` attribute to each `<th>` in `AssetTable.svelte`
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- On click, show a positioned `<div class="col-tip">` anchored to the header
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- Dismiss on outside click or Escape
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- No library needed — pure Svelte `$state` + CSS positioning
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- Mobile: tip opens as a bottom sheet modal
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**Why not `title` attribute?** `title` tooltips are unstyled, non-interactive, and don't work on touch. A custom popover lets you format the content properly and include a "Good range" callout.
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**Why deferred:** Nice-to-have educational feature. Build after the core screener UI (Phase 10.5) is stable.
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