phase-2: extract shared utils

server/screener/assets/Asset.js

@@ -0,0 +1,19 @@
+export class Asset {
+  constructor(data) {
+    this.ticker = (data.ticker || 'UNKNOWN').toUpperCase();
+    this.currentPrice = data.currentPrice || 0;
+    this.type = (data.type || 'STOCK').toUpperCase();
+  }
+
+  formatCurrency(val) {
+    return val ? `$${val.toFixed(2)}` : 'N/A';
+  }
+
+  formatLargeNumber(num) {
+    if (!num) return 'N/A';
+    if (num >= 1e12) return `${(num / 1e12).toFixed(2)}T`;
+    if (num >= 1e9) return `${(num / 1e9).toFixed(2)}B`;
+    if (num >= 1e6) return `${(num / 1e6).toFixed(2)}M`;
+    return num.toString();
+  }
+}

server/screener/assets/Bond.js

@@ -0,0 +1,29 @@
+import { CREDIT_RATING_SCALE } from '../../config/ScoringConfig.js';
+import { Asset } from './Asset.js';
+
+export class Bond extends Asset {
+  constructor(data) {
+    super(data);
+
+    const creditRating = data.creditRating || 'BBB';
+    const creditRatingNumeric = CREDIT_RATING_SCALE[creditRating] ?? 7;
+
+    this.metrics = {
+      ytm: parseFloat(data.yieldToMaturity) || 0,
+      duration: parseFloat(data.duration) || 0,
+      creditRating,
+      creditRatingNumeric,
+    };
+  }
+
+  getDisplayMetrics() {
+    return {
+      Ticker: this.ticker,
+      Type: 'BOND',
+      Price: this.formatCurrency(this.currentPrice),
+      'YTM%': `${this.metrics.ytm.toFixed(2)}%`,
+      Duration: this.metrics.duration.toFixed(1),
+      Rating: `${this.metrics.creditRating} (${this.metrics.creditRatingNumeric})`,
+    };
+  }
+}

server/screener/assets/Etf.js

@@ -0,0 +1,26 @@
+import { Asset } from './Asset.js';
+
+export class Etf extends Asset {
+  constructor(data) {
+    super(data);
+    this.metrics = {
+      expenseRatio: parseFloat(data.expenseRatio) || 0,
+      totalAssets: parseFloat(data.totalAssets) || 0,
+      yield: parseFloat(data.yield) || 0,
+      volume: parseFloat(data.volume) || 0,
+      fiveYearReturn: parseFloat(data.fiveYearReturn) || 0,
+    };
+  }
+
+  getDisplayMetrics() {
+    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)}%`,
+    };
+  }
+}

server/screener/assets/Stock.js

@@ -0,0 +1,134 @@
+import { Asset } from './Asset.js';
+
+export class Stock extends Asset {
+  constructor(data) {
+    super(data);
+    // console.log('Data:', data);
+    this.sector = this._mapToStandardSector(data || {});
+
+    this.metrics = {
+      sector: this.sector,
+      // Valuation
+      peRatio: data.peRatio ?? null,
+      pegRatio: data.pegRatio ?? null,
+      priceToBook: data.priceToBook ?? null,
+      // Profitability
+      netProfitMargin: data.netProfitMargin ?? null,
+      operatingMargin: data.operatingMargin ?? null,
+      returnOnEquity: data.returnOnEquity ?? null,
+      // Growth
+      revenueGrowth: data.revenueGrowth ?? null,
+      earningsGrowth: data.earningsGrowth ?? null,
+      // Financial health
+      debtToEquity: data.debtToEquity ?? null,
+      quickRatio: data.quickRatio ?? null,
+      // Cash flow
+      fcfYield: data.fcfYield ?? null,
+      pFFO: data.pFFO ?? null,
+      // Income
+      dividendYield: data.dividendYield ?? null,
+      // Risk & momentum
+      beta: data.beta ?? null,
+      week52High: data.week52High ?? null,
+      week52Low: data.week52Low ?? null,
+      currentPrice: data.currentPrice ?? 0,
+    };
+  }
+
+  _mapToStandardSector(data) {
+    const profile = data.assetProfile || {};
+    const industry = (profile.industry || '').toLowerCase();
+    const sector = (profile.sector || '').toLowerCase();
+    const combined = `${industry} ${sector}`;
+
+    // Yahoo Finance sector/industry strings mapped to our internal sector constants.
+    // Order matters — more specific matches first.
+    if (
+      combined.includes('technology') ||
+      combined.includes('electronic') ||
+      combined.includes('semiconductor') ||
+      combined.includes('software')
+    )
+      return 'TECHNOLOGY';
+    if (combined.includes('real estate') || combined.includes('reit')) return 'REIT';
+    if (
+      combined.includes('financial') ||
+      combined.includes('bank') ||
+      combined.includes('insurance') ||
+      combined.includes('asset management')
+    )
+      return 'FINANCIAL';
+    if (
+      combined.includes('energy') ||
+      combined.includes('oil') ||
+      combined.includes('gas') ||
+      combined.includes('petroleum')
+    )
+      return 'ENERGY';
+    if (
+      combined.includes('health') ||
+      combined.includes('biotech') ||
+      combined.includes('pharmaceutical') ||
+      combined.includes('medical')
+    )
+      return 'HEALTHCARE';
+    // Yahoo calls this "Communication Services" — covers META, GOOGL, NFLX, DIS, T
+    if (
+      combined.includes('communication') ||
+      combined.includes('media') ||
+      combined.includes('entertainment') ||
+      combined.includes('telecom')
+    )
+      return 'COMMUNICATION';
+    if (
+      combined.includes('consumer defensive') ||
+      combined.includes('consumer staples') ||
+      combined.includes('household') ||
+      combined.includes('beverage') ||
+      combined.includes('food')
+    )
+      return 'CONSUMER_STAPLES';
+    if (
+      combined.includes('consumer cyclical') ||
+      combined.includes('consumer discretionary') ||
+      combined.includes('retail') ||
+      combined.includes('apparel') ||
+      combined.includes('auto')
+    )
+      return 'CONSUMER_DISCRETIONARY';
+
+    return 'GENERAL';
+  }
+
+  getDisplayMetrics() {
+    const fmt = (v, dec = 1, suffix = '') => (v != null ? `${v.toFixed(dec)}${suffix}` : null);
+    const m = this.metrics;
+    const w52pos =
+      m.week52High > 0 && m.week52Low != null && m.currentPrice > 0
+        ? (((m.currentPrice - m.week52Low) / (m.week52High - m.week52Low)) * 100).toFixed(0) + '%'
+        : null;
+
+    // Only include fields that have actual data — null fields are omitted
+    const display = {
+      Ticker: this.ticker,
+      Price: this.formatCurrency(this.currentPrice),
+      Sector: this.sector,
+    };
+    if (m.peRatio != null) display['P/E'] = fmt(m.peRatio, 1);
+    if (m.pegRatio != null) display['PEG'] = fmt(m.pegRatio, 2);
+    if (m.priceToBook != null) display['P/B'] = fmt(m.priceToBook, 2);
+    if (m.returnOnEquity != null) display['ROE%'] = fmt(m.returnOnEquity, 1, '%');
+    if (m.operatingMargin != null) display['OpMgn%'] = fmt(m.operatingMargin, 1, '%');
+    if (m.netProfitMargin != null) display['NetMgn%'] = fmt(m.netProfitMargin, 1, '%');
+    if (m.revenueGrowth != null) display['Rev%'] = fmt(m.revenueGrowth, 1, '%');
+    if (m.fcfYield != null) display['FCF Yld%'] = fmt(m.fcfYield, 1, '%');
+    if (m.dividendYield != null) display['Div%'] = fmt(m.dividendYield, 2, '%');
+    if (m.debtToEquity != null) display['D/E'] = fmt(m.debtToEquity, 2);
+    if (m.quickRatio != null) display['Quick'] = fmt(m.quickRatio, 2);
+    if (m.beta != null) display['Beta'] = fmt(m.beta, 2);
+    if (w52pos != null) display['52W Pos'] = w52pos;
+    if (m.pFFO != null) display['P/FFO'] = fmt(m.pFFO, 1);
+
+    return display;
+  }
+}