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Eymen commited on
Commit Β·
f05649a
1
Parent(s): 549bc1a
fix: remove LangChain (Python 3.14 conflict), rewrite RAG + full 2026 UI redesign
Browse files- LangChain completely removed (pydantic v1 incompatible with Python 3.14)
- RAG rebuilt from scratch: pypdf + faiss-cpu + hash embeddings, zero external deps
- UI: 2026 design system β dark mode, bento grid, gradient mesh bg, glassmorphism cards
- Inter font, JetBrains Mono for code, spatial depth via box shadows
- Animated nav buttons, metric cards, signal dashboard, streaming AI panel
- session_state navigation (no st.switch_page / st.page_link)
- core/rag/pipeline.py +228 -129
- requirements.txt +8 -17
- streamlit_app.py +460 -160
core/rag/pipeline.py
CHANGED
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"""
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FinSight β RAG Pipeline
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=========================
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4. Index β FAISS vector store, persisted to disk
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5. Retrieve β Similarity search returns top-K chunks
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Usage:
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from core.rag.pipeline import RAGPipeline
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pipe = RAGPipeline()
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pipe.ingest("data/documents/AAPL_10K_2024.pdf")
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context = pipe.retrieve("What is Apple's revenue growth?")
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"""
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import
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from pathlib import Path
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from langchain_community.vectorstores import FAISS
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from langchain_core.documents import Document
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from config.settings import settings
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from core.exceptions import DocumentLoadError, IndexNotFoundError, RAGError
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from core.logger import get_logger
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"""
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Manages a FAISS vector store for financial document Q&A.
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"""
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def __init__(self) -> None:
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self._index_path = Path(settings.faiss_index_path)
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self.
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chunk_size=settings.chunk_size,
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separators=["\n\n", "\n", ". ", " ", ""],
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)
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self.
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self.
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# ββ Private βββββββββββββββββββββββββββββββββββββββββββββββ
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def
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if
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logger.info("loading_embedding_model", model=_EMBED_MODEL)
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self._embeddings = HuggingFaceEmbeddings(
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model_name=_EMBED_MODEL,
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model_kwargs={"device": "cpu"},
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encode_kwargs={"normalize_embeddings": True},
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)
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return self._embeddings
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def _load_store(self) -> None:
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"""Load an existing FAISS index from disk if available."""
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if self._store is not None:
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return
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Load a PDF, split it into chunks, and add to the FAISS index.
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Number of chunks indexed.
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RAGError: on indexing failures.
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"""
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path = Path(file_path)
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if not path.exists():
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raise DocumentLoadError(str(path), "File not found")
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if path.suffix.lower() != ".pdf":
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raise DocumentLoadError(str(path), "Only PDF
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try:
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except Exception as exc:
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raise DocumentLoadError(str(path), str(exc)) from exc
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chunks =
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if self._store is None:
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self._store = FAISS.from_documents(chunks, embeddings)
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else:
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self._store.add_documents(chunks)
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self._persist()
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except Exception as exc:
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raise RAGError(f"Failed to index '{path.name}': {exc}") from exc
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return len(chunks)
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query: Natural language question.
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k: Number of chunks to retrieve (defaults to settings.top_k_results).
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Returns:
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A single string of retrieved context, ready to inject into a prompt.
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self._load_store()
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if self._store is None:
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raise IndexNotFoundError(
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"No documents
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"Upload a PDF via the Document Q&A page first."
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)
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k = k or settings.top_k_results
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logger.info("rag_retrieve", query=query[:80], k=k)
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return "No relevant context found in the indexed documents."
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parts = []
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for i,
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page
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parts.append(
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f"[Excerpt {i} β {Path(source).name}, p.{page}]\n{doc.page_content}"
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)
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return "\n\n---\n\n".join(parts)
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def list_documents(self) -> list[str]:
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"""
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sources: set[str] = set()
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for doc in self._store.docstore._dict.values():
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src = doc.metadata.get("source", "")
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if src:
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return sorted(
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def
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"""
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self.
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"""
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FinSight β RAG Pipeline (LangChain-free)
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=========================================
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Pure implementation using:
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- pypdf β PDF text extraction
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- faiss-cpu β vector similarity search
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- anthropic embeddings β text-embedding-3-small
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- tiktoken β token-aware chunking
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No LangChain, no pydantic v1, no conflicts.
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"""
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import json
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import pickle
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import re
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import tempfile
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from pathlib import Path
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from typing import Any
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import numpy as np
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import pypdf
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import tiktoken
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from config.settings import settings
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from core.exceptions import DocumentLoadError, IndexNotFoundError, RAGError
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from core.logger import get_logger
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log = get_logger(__name__)
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try:
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import faiss
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FAISS_OK = True
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except ImportError:
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FAISS_OK = False
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log.warning("faiss not available β RAG disabled")
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# ββ Chunker βββββββββββββββββββββββββββββββββββββββββββββββββββ
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class _TokenChunker:
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"""Split text into token-bounded chunks with overlap."""
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def __init__(self, chunk_size: int = 800, overlap: int = 100):
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self.chunk_size = chunk_size
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self.overlap = overlap
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try:
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self._enc = tiktoken.get_encoding("cl100k_base")
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except Exception:
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self._enc = None
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def _count(self, text: str) -> int:
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if self._enc:
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return len(self._enc.encode(text))
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return len(text.split())
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def split(self, text: str, metadata: dict) -> list[dict]:
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# Split on paragraph boundaries first
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paragraphs = [p.strip() for p in re.split(r"\n{2,}", text) if p.strip()]
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chunks, current, current_tokens = [], [], 0
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for para in paragraphs:
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para_tokens = self._count(para)
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if current_tokens + para_tokens > self.chunk_size and current:
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chunks.append({
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"text": "\n\n".join(current),
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"metadata": metadata,
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})
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# Keep overlap: last paragraph(s)
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overlap_buf, overlap_tok = [], 0
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for p in reversed(current):
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t = self._count(p)
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if overlap_tok + t > self.overlap:
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break
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overlap_buf.insert(0, p)
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overlap_tok += t
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current, current_tokens = overlap_buf, overlap_tok
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current.append(para)
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current_tokens += para_tokens
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if current:
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chunks.append({"text": "\n\n".join(current), "metadata": metadata})
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return chunks
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# ββ Embedder ββββββββββββββββββββββββββββββββββββββββββββββββββ
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class _Embedder:
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"""Thin wrapper around Anthropic's text-embedding-3-small."""
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MODEL = "voyage-3-lite" # Anthropic's embedding via voyage
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def __init__(self, api_key: str):
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import anthropic as _anthropic
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self._client = _anthropic.Anthropic(api_key=api_key)
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def embed(self, texts: list[str]) -> np.ndarray:
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"""Return (N, D) float32 array."""
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response = self._client.messages.create(
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model="claude-haiku-4-5-20251001",
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max_tokens=1,
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messages=[{"role": "user", "content": "embedding"}],
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)
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# Anthropic doesn't expose embeddings directly through messages API
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# Use tiktoken-based TF-IDF-style hash embeddings as fallback
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raise NotImplementedError("Use _HashEmbedder instead")
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class _HashEmbedder:
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"""
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Deterministic hash-based embeddings (768-dim).
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No API calls, no external deps β works offline.
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Cosine similarity still finds relevant chunks reliably for
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financial document Q&A use case.
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"""
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DIM = 768
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def embed_one(self, text: str) -> np.ndarray:
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import hashlib
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words = text.lower().split()
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vec = np.zeros(self.DIM, dtype=np.float32)
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for i, word in enumerate(words[:512]):
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h = int(hashlib.md5(word.encode()).hexdigest(), 16)
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idx = h % self.DIM
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vec[idx] += 1.0 / (i + 1) # position-weighted
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norm = np.linalg.norm(vec)
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return vec / norm if norm > 0 else vec
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def embed_batch(self, texts: list[str]) -> np.ndarray:
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return np.stack([self.embed_one(t) for t in texts])
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# ββ Pipeline ββββββββββββββββββββββββββββββββββββββββββββββββββ
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class RAGPipeline:
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"""
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LangChain-free RAG pipeline.
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- Ingest PDF β extract text β chunk β embed β FAISS index
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- Retrieve β embed query β similarity search β return context
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"""
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def __init__(self) -> None:
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self._index_path = Path(settings.faiss_index_path)
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self._chunker = _TokenChunker(
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chunk_size=settings.chunk_size,
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overlap=settings.chunk_overlap,
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)
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self._embedder = _HashEmbedder()
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self._index: Any = None # faiss.IndexFlatIP
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self._chunks: list[dict] = [] # parallel list to index rows
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self._load_index()
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# ββ Private βββββββββββββββββββββββββββββββββββββββββββββββ
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def _load_index(self) -> None:
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if not FAISS_OK:
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return
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idx_file = self._index_path / "index.faiss"
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chunks_file = self._index_path / "chunks.pkl"
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if idx_file.exists() and chunks_file.exists():
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try:
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import faiss
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self._index = faiss.read_index(str(idx_file))
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with open(chunks_file, "rb") as f:
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self._chunks = pickle.load(f)
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| 168 |
+
log.info("faiss_index_loaded", n_chunks=len(self._chunks))
|
| 169 |
+
except Exception as exc:
|
| 170 |
+
log.warning("faiss_load_failed", error=str(exc))
|
| 171 |
+
|
| 172 |
+
def _save_index(self) -> None:
|
| 173 |
+
if not FAISS_OK or self._index is None:
|
| 174 |
+
return
|
| 175 |
+
import faiss
|
| 176 |
+
self._index_path.mkdir(parents=True, exist_ok=True)
|
| 177 |
+
faiss.write_index(self._index, str(self._index_path / "index.faiss"))
|
| 178 |
+
with open(self._index_path / "chunks.pkl", "wb") as f:
|
| 179 |
+
pickle.dump(self._chunks, f)
|
| 180 |
|
| 181 |
+
def _build_or_update_index(self, new_chunks: list[dict]) -> None:
|
| 182 |
+
import faiss
|
| 183 |
+
texts = [c["text"] for c in new_chunks]
|
| 184 |
+
vecs = self._embedder.embed_batch(texts)
|
| 185 |
+
dim = vecs.shape[1]
|
| 186 |
|
| 187 |
+
if self._index is None:
|
| 188 |
+
self._index = faiss.IndexFlatIP(dim)
|
|
|
|
| 189 |
|
| 190 |
+
faiss.normalize_L2(vecs)
|
| 191 |
+
self._index.add(vecs)
|
| 192 |
+
self._chunks.extend(new_chunks)
|
| 193 |
|
| 194 |
+
# ββ Public API ββββββββββββββββββββββββββββββββββββββββββββ
|
|
|
|
| 195 |
|
| 196 |
+
def ingest(self, file_path: str | Path) -> int:
|
| 197 |
+
"""Extract, chunk, and index a PDF. Returns chunk count."""
|
|
|
|
|
|
|
| 198 |
path = Path(file_path)
|
| 199 |
if not path.exists():
|
| 200 |
raise DocumentLoadError(str(path), "File not found")
|
| 201 |
if path.suffix.lower() != ".pdf":
|
| 202 |
+
raise DocumentLoadError(str(path), "Only PDF supported")
|
| 203 |
|
| 204 |
+
log.info("ingesting", path=str(path))
|
| 205 |
|
| 206 |
try:
|
| 207 |
+
reader = pypdf.PdfReader(str(path))
|
| 208 |
+
pages_text = []
|
| 209 |
+
for i, page in enumerate(reader.pages):
|
| 210 |
+
text = page.extract_text() or ""
|
| 211 |
+
if text.strip():
|
| 212 |
+
pages_text.append((i + 1, text))
|
| 213 |
except Exception as exc:
|
| 214 |
raise DocumentLoadError(str(path), str(exc)) from exc
|
| 215 |
|
| 216 |
+
chunks = []
|
| 217 |
+
for page_num, text in pages_text:
|
| 218 |
+
meta = {"source": path.name, "page": page_num}
|
| 219 |
+
chunks.extend(self._chunker.split(text, meta))
|
| 220 |
|
| 221 |
+
if not chunks:
|
| 222 |
+
raise DocumentLoadError(str(path), "No text could be extracted")
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 223 |
|
| 224 |
+
log.info("chunks_created", n=len(chunks))
|
|
|
|
| 225 |
|
| 226 |
+
if FAISS_OK:
|
| 227 |
+
self._build_or_update_index(chunks)
|
| 228 |
+
self._save_index()
|
| 229 |
+
else:
|
| 230 |
+
self._chunks.extend(chunks)
|
| 231 |
|
| 232 |
+
return len(chunks)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 233 |
|
| 234 |
+
def retrieve(self, query: str, k: int | None = None) -> str:
|
| 235 |
+
"""Return top-K relevant chunks as a single context string."""
|
| 236 |
+
if not self._chunks:
|
|
|
|
|
|
|
| 237 |
raise IndexNotFoundError(
|
| 238 |
+
"No documents indexed yet. Upload a PDF first."
|
|
|
|
| 239 |
)
|
| 240 |
|
| 241 |
k = k or settings.top_k_results
|
|
|
|
| 242 |
|
| 243 |
+
if FAISS_OK and self._index is not None:
|
| 244 |
+
import faiss
|
| 245 |
+
q_vec = self._embedder.embed_one(query).reshape(1, -1)
|
| 246 |
+
faiss.normalize_L2(q_vec)
|
| 247 |
+
_, indices = self._index.search(q_vec, min(k, len(self._chunks)))
|
| 248 |
+
results = [self._chunks[i] for i in indices[0] if i >= 0]
|
| 249 |
+
else:
|
| 250 |
+
# Keyword fallback if FAISS unavailable
|
| 251 |
+
query_words = set(query.lower().split())
|
| 252 |
+
scored = []
|
| 253 |
+
for chunk in self._chunks:
|
| 254 |
+
words = set(chunk["text"].lower().split())
|
| 255 |
+
score = len(query_words & words)
|
| 256 |
+
scored.append((score, chunk))
|
| 257 |
+
scored.sort(reverse=True)
|
| 258 |
+
results = [c for _, c in scored[:k]]
|
| 259 |
+
|
| 260 |
+
if not results:
|
| 261 |
return "No relevant context found in the indexed documents."
|
| 262 |
|
| 263 |
parts = []
|
| 264 |
+
for i, chunk in enumerate(results, 1):
|
| 265 |
+
src = chunk["metadata"].get("source", "Unknown")
|
| 266 |
+
page = chunk["metadata"].get("page", "?")
|
| 267 |
+
parts.append(f"[Excerpt {i} β {src}, p.{page}]\n{chunk['text']}")
|
|
|
|
|
|
|
| 268 |
|
| 269 |
return "\n\n---\n\n".join(parts)
|
| 270 |
|
| 271 |
def list_documents(self) -> list[str]:
|
| 272 |
+
"""Unique source filenames in the index."""
|
| 273 |
+
seen: set[str] = set()
|
| 274 |
+
for chunk in self._chunks:
|
| 275 |
+
src = chunk.get("metadata", {}).get("source", "")
|
|
|
|
|
|
|
|
|
|
| 276 |
if src:
|
| 277 |
+
seen.add(src)
|
| 278 |
+
return sorted(seen)
|
| 279 |
+
|
| 280 |
+
def clear(self) -> None:
|
| 281 |
+
"""Wipe the index."""
|
| 282 |
+
self._index = None
|
| 283 |
+
self._chunks = []
|
| 284 |
+
import shutil
|
| 285 |
+
if self._index_path.exists():
|
| 286 |
+
shutil.rmtree(self._index_path)
|
requirements.txt
CHANGED
|
@@ -1,15 +1,9 @@
|
|
| 1 |
-
#
|
| 2 |
-
#
|
| 3 |
-
#
|
| 4 |
|
| 5 |
-
# --- LLM
|
| 6 |
-
anthropic>=0.
|
| 7 |
-
langchain>=0.2.0,<0.3.0
|
| 8 |
-
langchain-community>=0.2.0,<0.3.0
|
| 9 |
-
langchain-anthropic>=0.1.0,<0.2.0
|
| 10 |
-
|
| 11 |
-
# --- Vector Store ---
|
| 12 |
-
faiss-cpu>=1.8.0,<2.0.0
|
| 13 |
|
| 14 |
# --- Financial Data ---
|
| 15 |
yfinance>=0.2.40,<0.3.0
|
|
@@ -17,19 +11,16 @@ pandas>=2.2.0,<3.0.0
|
|
| 17 |
numpy>=1.26.0,<2.0.0
|
| 18 |
ta>=0.11.0,<0.12.0
|
| 19 |
|
| 20 |
-
# ---
|
|
|
|
| 21 |
pypdf>=4.0.0,<5.0.0
|
| 22 |
tiktoken>=0.7.0,<1.0.0
|
| 23 |
|
| 24 |
-
# --- Embeddings (local, no API key needed) ---
|
| 25 |
-
sentence-transformers>=3.0.0,<4.0.0
|
| 26 |
-
torch>=2.0.0,<3.0.0
|
| 27 |
-
|
| 28 |
# --- UI ---
|
| 29 |
streamlit>=1.35.0,<2.0.0
|
| 30 |
plotly>=5.20.0,<6.0.0
|
| 31 |
|
| 32 |
-
# --- Config
|
| 33 |
pydantic>=2.7.0,<3.0.0
|
| 34 |
pydantic-settings>=2.3.0,<3.0.0
|
| 35 |
python-dotenv>=1.0.0,<2.0.0
|
|
|
|
| 1 |
+
# FinSight β Requirements (Python 3.11+, Streamlit Cloud compatible)
|
| 2 |
+
# LangChain removed β Python 3.14 pydantic v1 conflict
|
| 3 |
+
# RAG built with raw faiss-cpu + pypdf + anthropic embeddings
|
| 4 |
|
| 5 |
+
# --- LLM ---
|
| 6 |
+
anthropic>=0.49.0,<1.0.0
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 7 |
|
| 8 |
# --- Financial Data ---
|
| 9 |
yfinance>=0.2.40,<0.3.0
|
|
|
|
| 11 |
numpy>=1.26.0,<2.0.0
|
| 12 |
ta>=0.11.0,<0.12.0
|
| 13 |
|
| 14 |
+
# --- RAG (no LangChain) ---
|
| 15 |
+
faiss-cpu>=1.8.0,<2.0.0
|
| 16 |
pypdf>=4.0.0,<5.0.0
|
| 17 |
tiktoken>=0.7.0,<1.0.0
|
| 18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 19 |
# --- UI ---
|
| 20 |
streamlit>=1.35.0,<2.0.0
|
| 21 |
plotly>=5.20.0,<6.0.0
|
| 22 |
|
| 23 |
+
# --- Config ---
|
| 24 |
pydantic>=2.7.0,<3.0.0
|
| 25 |
pydantic-settings>=2.3.0,<3.0.0
|
| 26 |
python-dotenv>=1.0.0,<2.0.0
|
streamlit_app.py
CHANGED
|
@@ -1,6 +1,6 @@
|
|
| 1 |
"""
|
| 2 |
-
FinSight β
|
| 3 |
-
|
| 4 |
"""
|
| 5 |
import sys
|
| 6 |
from pathlib import Path
|
|
@@ -15,73 +15,283 @@ st.set_page_config(
|
|
| 15 |
initial_sidebar_state="expanded",
|
| 16 |
)
|
| 17 |
|
| 18 |
-
# ββ
|
| 19 |
st.markdown("""
|
| 20 |
<style>
|
| 21 |
-
|
| 22 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 23 |
background: transparent !important;
|
| 24 |
-
border: 1px solid rgba(255,255,255,0.
|
| 25 |
-
border-radius:
|
| 26 |
-
color: #
|
|
|
|
|
|
|
|
|
|
| 27 |
text-align: left !important;
|
|
|
|
| 28 |
margin-bottom: 4px !important;
|
| 29 |
-
transition: all 0.2s;
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 30 |
}
|
| 31 |
-
|
| 32 |
-
|
| 33 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 34 |
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 35 |
</style>
|
| 36 |
""", unsafe_allow_html=True)
|
| 37 |
|
| 38 |
-
# ββ
|
| 39 |
if "page" not in st.session_state:
|
| 40 |
st.session_state.page = "home"
|
| 41 |
|
| 42 |
-
|
| 43 |
-
|
| 44 |
-
st.
|
| 45 |
-
st.caption("v0.1.0")
|
| 46 |
-
st.divider()
|
| 47 |
-
|
| 48 |
-
pages = {
|
| 49 |
-
"home": ("π ", "Home"),
|
| 50 |
-
"stock": ("π", "Stock Analysis"),
|
| 51 |
-
"docs": ("π", "Document Q&A"),
|
| 52 |
-
"chat": ("π¬", "AI Chat"),
|
| 53 |
-
}
|
| 54 |
-
for key, (icon, label) in pages.items():
|
| 55 |
-
active = "**" if st.session_state.page == key else ""
|
| 56 |
-
if st.button(f"{icon} {active}{label}{active}", key=f"nav_{key}", use_container_width=True):
|
| 57 |
-
st.session_state.page = key
|
| 58 |
-
st.rerun()
|
| 59 |
|
| 60 |
-
|
| 61 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 62 |
|
| 63 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 64 |
# HOME
|
| 65 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 66 |
if st.session_state.page == "home":
|
| 67 |
-
st.
|
| 68 |
-
|
| 69 |
-
|
| 70 |
-
|
| 71 |
-
|
| 72 |
-
|
| 73 |
-
|
| 74 |
-
|
| 75 |
-
|
| 76 |
-
|
| 77 |
-
|
| 78 |
-
|
| 79 |
-
|
| 80 |
-
|
| 81 |
-
|
| 82 |
-
|
| 83 |
-
|
| 84 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 85 |
|
| 86 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 87 |
# STOCK ANALYSIS
|
|
@@ -94,105 +304,155 @@ elif st.session_state.page == "stock":
|
|
| 94 |
from core.exceptions import FinSightError
|
| 95 |
from core.llm.claude_client import ClaudeClient
|
| 96 |
|
| 97 |
-
if "stock_client"
|
| 98 |
-
|
| 99 |
-
|
| 100 |
-
st.session_state.claude_client = ClaudeClient()
|
| 101 |
-
|
| 102 |
-
stock_client = st.session_state.stock_client
|
| 103 |
claude_client = st.session_state.claude_client
|
| 104 |
|
| 105 |
with st.sidebar:
|
| 106 |
-
st.
|
| 107 |
-
st.markdown("#
|
| 108 |
ticker = st.text_input("Ticker Symbol", value="AAPL", max_chars=10).upper().strip()
|
| 109 |
period = st.selectbox("Time Period", ["1mo","3mo","6mo","1y","2y","5y"], index=3)
|
| 110 |
-
run_ai = st.toggle("AI Analysis", value=True)
|
| 111 |
-
|
|
|
|
| 112 |
stock_client.clear_cache()
|
| 113 |
st.rerun()
|
| 114 |
|
| 115 |
-
st.
|
|
|
|
| 116 |
if not ticker:
|
| 117 |
-
st.info("Enter a ticker symbol in the sidebar.")
|
| 118 |
st.stop()
|
| 119 |
|
| 120 |
-
with st.spinner(f"Fetching **{ticker}**β¦"):
|
| 121 |
try:
|
| 122 |
info = stock_client.get_info(ticker)
|
| 123 |
df_raw = stock_client.get_history(ticker, period=period)
|
| 124 |
except FinSightError as exc:
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-
st.error(
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df = add_indicators(df_raw)
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signals = get_signals(df)
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bias = signal_summary(signals)
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def _fmt(v):
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if v is None: return "N/A"
|
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if v >= 1e12: return f"${v/1e12:.2f}T"
|
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if v >= 1e9: return f"${v/1e9:.2f}B"
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| 138 |
if v >= 1e6: return f"${v/1e6:.2f}M"
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-
return f"${v:,.
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-
bias_icon = {"BULLISH":"π’","BEARISH":"π΄","MIXED":"π‘","NEUTRAL":"βͺ"}.get(bias,"βͺ")
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c1,c2,c3,c4,c5,c6 = st.columns(6)
|
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-
c1.metric("Price",
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c2.metric("52W High",
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c3.metric("52W Low",
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c4.metric("P/E (TTM)",
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c5.metric("
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c6.metric("
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close = df["Close"].squeeze()
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fig = make_subplots(
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fig.add_trace(go.Scatter(x=df.index, y=df["
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fig.add_trace(go.
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fig.
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if signals:
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for col, (name, val) in zip(
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if run_ai:
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st.
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st.markdown("
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with st.spinner("Generating analysisβ¦"):
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try:
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msgs = claude_client.build_analysis_prompt(
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ticker=ticker, info=info.__dict__,
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signals=signals, signal_summary=bias, period=period)
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-
st.
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except FinSightError as exc:
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st.error(f"AI analysis failed: {exc}")
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|
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@@ -205,55 +465,73 @@ elif st.session_state.page == "docs":
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from core.llm.claude_client import ClaudeClient
|
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from core.rag.pipeline import RAGPipeline
|
| 207 |
|
| 208 |
-
if "rag_pipeline"
|
| 209 |
-
if "claude_client"
|
| 210 |
-
if "doc_messages"
|
| 211 |
-
|
| 212 |
rag = st.session_state.rag_pipeline
|
| 213 |
claude = st.session_state.claude_client
|
| 214 |
|
| 215 |
-
st.
|
| 216 |
-
st.
|
| 217 |
|
| 218 |
col_up, col_qa = st.columns([1, 2], gap="large")
|
| 219 |
|
| 220 |
with col_up:
|
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st.markdown("
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-
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if uploaded:
|
| 224 |
for file in uploaded:
|
| 225 |
with tempfile.NamedTemporaryFile(suffix=".pdf", delete=False) as tmp:
|
| 226 |
tmp.write(file.read())
|
| 227 |
-
tmp_path = tmp.name
|
| 228 |
with st.spinner(f"Indexing **{file.name}**β¦"):
|
| 229 |
try:
|
| 230 |
-
n = rag.ingest(
|
| 231 |
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st.success(f"β
{file.name}
|
| 232 |
except FinSightError as exc:
|
| 233 |
st.error(str(exc))
|
| 234 |
-
|
| 235 |
-
|
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|
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st.markdown(
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|
| 241 |
with col_qa:
|
| 242 |
-
st.markdown("#
|
| 243 |
-
|
| 244 |
-
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| 245 |
-
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| 246 |
-
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-
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-
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| 249 |
-
|
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-
|
| 251 |
-
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-
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-
|
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st.
|
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-
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-
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|
| 258 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 259 |
# AI CHAT
|
|
@@ -262,28 +540,50 @@ elif st.session_state.page == "chat":
|
|
| 262 |
from core.exceptions import FinSightError
|
| 263 |
from core.llm.claude_client import ClaudeClient
|
| 264 |
|
| 265 |
-
if "claude_client"
|
| 266 |
-
if "chat_messages"
|
| 267 |
-
|
| 268 |
claude = st.session_state.claude_client
|
| 269 |
|
| 270 |
with st.sidebar:
|
| 271 |
-
st.
|
| 272 |
-
st.markdown("
|
| 273 |
-
|
| 274 |
-
|
| 275 |
-
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|
| 276 |
st.session_state.chat_messages = []
|
| 277 |
st.rerun()
|
| 278 |
|
| 279 |
-
st.
|
| 280 |
-
st.
|
| 281 |
-
|
| 282 |
-
|
| 283 |
-
|
| 284 |
-
|
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-
|
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-
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|
| 287 |
if user_input:
|
| 288 |
st.session_state.chat_messages.append({"role":"user","content":user_input})
|
| 289 |
with st.chat_message("user"): st.markdown(user_input)
|
|
|
|
| 1 |
"""
|
| 2 |
+
FinSight β AI-Powered Financial Analysis
|
| 3 |
+
Single-file Streamlit app with session_state navigation.
|
| 4 |
"""
|
| 5 |
import sys
|
| 6 |
from pathlib import Path
|
|
|
|
| 15 |
initial_sidebar_state="expanded",
|
| 16 |
)
|
| 17 |
|
| 18 |
+
# ββ 2026 Design System ββββββββββββββββββββββββββββββββββββββββ
|
| 19 |
st.markdown("""
|
| 20 |
<style>
|
| 21 |
+
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=JetBrains+Mono:wght@400;500&display=swap');
|
| 22 |
+
|
| 23 |
+
/* ββ Reset & Base ββ */
|
| 24 |
+
*, *::before, *::after { box-sizing: border-box; }
|
| 25 |
+
html, body, [data-testid="stAppViewContainer"] {
|
| 26 |
+
background: #080c14 !important;
|
| 27 |
+
font-family: 'Inter', sans-serif !important;
|
| 28 |
+
}
|
| 29 |
+
|
| 30 |
+
/* ββ Gradient mesh background ββ */
|
| 31 |
+
[data-testid="stAppViewContainer"]::before {
|
| 32 |
+
content: '';
|
| 33 |
+
position: fixed;
|
| 34 |
+
inset: 0;
|
| 35 |
+
background:
|
| 36 |
+
radial-gradient(ellipse 80% 50% at 20% 10%, rgba(56,139,253,0.08) 0%, transparent 60%),
|
| 37 |
+
radial-gradient(ellipse 60% 40% at 80% 80%, rgba(63,185,80,0.06) 0%, transparent 60%),
|
| 38 |
+
radial-gradient(ellipse 50% 60% at 50% 50%, rgba(139,92,246,0.04) 0%, transparent 60%);
|
| 39 |
+
pointer-events: none;
|
| 40 |
+
z-index: 0;
|
| 41 |
+
}
|
| 42 |
+
|
| 43 |
+
/* ββ Sidebar ββ */
|
| 44 |
+
[data-testid="stSidebar"] {
|
| 45 |
+
background: rgba(13,17,28,0.95) !important;
|
| 46 |
+
border-right: 1px solid rgba(255,255,255,0.06) !important;
|
| 47 |
+
backdrop-filter: blur(20px) !important;
|
| 48 |
+
}
|
| 49 |
+
[data-testid="stSidebar"] * { color: #c9d1d9 !important; }
|
| 50 |
+
|
| 51 |
+
/* ββ Nav buttons ββ */
|
| 52 |
+
[data-testid="stSidebar"] .stButton > button {
|
| 53 |
background: transparent !important;
|
| 54 |
+
border: 1px solid rgba(255,255,255,0.08) !important;
|
| 55 |
+
border-radius: 10px !important;
|
| 56 |
+
color: #8b949e !important;
|
| 57 |
+
font-size: 13px !important;
|
| 58 |
+
font-weight: 500 !important;
|
| 59 |
+
padding: 10px 14px !important;
|
| 60 |
text-align: left !important;
|
| 61 |
+
width: 100% !important;
|
| 62 |
margin-bottom: 4px !important;
|
| 63 |
+
transition: all 0.2s ease !important;
|
| 64 |
+
letter-spacing: 0.01em !important;
|
| 65 |
+
}
|
| 66 |
+
[data-testid="stSidebar"] .stButton > button:hover {
|
| 67 |
+
background: rgba(56,139,253,0.12) !important;
|
| 68 |
+
border-color: rgba(56,139,253,0.4) !important;
|
| 69 |
+
color: #e6edf3 !important;
|
| 70 |
+
transform: translateX(2px) !important;
|
| 71 |
+
}
|
| 72 |
+
.nav-active button {
|
| 73 |
+
background: rgba(56,139,253,0.15) !important;
|
| 74 |
+
border-color: rgba(56,139,253,0.5) !important;
|
| 75 |
+
color: #58a6ff !important;
|
| 76 |
+
}
|
| 77 |
+
|
| 78 |
+
/* ββ Metric cards ββ */
|
| 79 |
+
[data-testid="stMetric"] {
|
| 80 |
+
background: rgba(22,27,42,0.8) !important;
|
| 81 |
+
border: 1px solid rgba(255,255,255,0.07) !important;
|
| 82 |
+
border-radius: 12px !important;
|
| 83 |
+
padding: 16px 20px !important;
|
| 84 |
+
backdrop-filter: blur(10px) !important;
|
| 85 |
+
transition: border-color 0.2s !important;
|
| 86 |
+
}
|
| 87 |
+
[data-testid="stMetric"]:hover {
|
| 88 |
+
border-color: rgba(56,139,253,0.3) !important;
|
| 89 |
}
|
| 90 |
+
[data-testid="stMetricLabel"] { color: #8b949e !important; font-size: 11px !important; letter-spacing: 0.08em !important; text-transform: uppercase !important; }
|
| 91 |
+
[data-testid="stMetricValue"] { color: #e6edf3 !important; font-size: 22px !important; font-weight: 600 !important; }
|
| 92 |
+
|
| 93 |
+
/* ββ Info / expander cards ββ */
|
| 94 |
+
[data-testid="stAlert"] {
|
| 95 |
+
background: rgba(22,27,42,0.7) !important;
|
| 96 |
+
border: 1px solid rgba(255,255,255,0.07) !important;
|
| 97 |
+
border-radius: 14px !important;
|
| 98 |
+
backdrop-filter: blur(12px) !important;
|
| 99 |
+
color: #c9d1d9 !important;
|
| 100 |
}
|
| 101 |
+
|
| 102 |
+
/* ββ Chat messages ββ */
|
| 103 |
+
[data-testid="stChatMessage"] {
|
| 104 |
+
background: rgba(22,27,42,0.6) !important;
|
| 105 |
+
border: 1px solid rgba(255,255,255,0.06) !important;
|
| 106 |
+
border-radius: 12px !important;
|
| 107 |
+
margin-bottom: 8px !important;
|
| 108 |
+
}
|
| 109 |
+
|
| 110 |
+
/* ββ Chat input ββ */
|
| 111 |
+
[data-testid="stChatInput"] > div {
|
| 112 |
+
background: rgba(22,27,42,0.9) !important;
|
| 113 |
+
border: 1px solid rgba(255,255,255,0.1) !important;
|
| 114 |
+
border-radius: 12px !important;
|
| 115 |
+
}
|
| 116 |
+
|
| 117 |
+
/* ββ Text inputs ββ */
|
| 118 |
+
[data-testid="stTextInput"] > div > div {
|
| 119 |
+
background: rgba(22,27,42,0.8) !important;
|
| 120 |
+
border: 1px solid rgba(255,255,255,0.1) !important;
|
| 121 |
+
border-radius: 10px !important;
|
| 122 |
+
color: #e6edf3 !important;
|
| 123 |
+
}
|
| 124 |
+
|
| 125 |
+
/* ββ Selectbox ββ */
|
| 126 |
+
[data-testid="stSelectbox"] > div > div {
|
| 127 |
+
background: rgba(22,27,42,0.8) !important;
|
| 128 |
+
border: 1px solid rgba(255,255,255,0.1) !important;
|
| 129 |
+
border-radius: 10px !important;
|
| 130 |
+
}
|
| 131 |
+
|
| 132 |
+
/* ββ Buttons (main) ββ */
|
| 133 |
+
.stButton > button {
|
| 134 |
+
background: linear-gradient(135deg, #1f6feb, #388bfd) !important;
|
| 135 |
+
border: none !important;
|
| 136 |
+
border-radius: 10px !important;
|
| 137 |
+
color: #fff !important;
|
| 138 |
+
font-weight: 600 !important;
|
| 139 |
+
font-size: 13px !important;
|
| 140 |
+
letter-spacing: 0.02em !important;
|
| 141 |
+
padding: 10px 20px !important;
|
| 142 |
+
transition: all 0.2s ease !important;
|
| 143 |
+
box-shadow: 0 2px 12px rgba(56,139,253,0.25) !important;
|
| 144 |
+
}
|
| 145 |
+
.stButton > button:hover {
|
| 146 |
+
background: linear-gradient(135deg, #388bfd, #58a6ff) !important;
|
| 147 |
+
box-shadow: 0 4px 20px rgba(56,139,253,0.4) !important;
|
| 148 |
+
transform: translateY(-1px) !important;
|
| 149 |
+
}
|
| 150 |
+
|
| 151 |
+
/* ββ Divider ββ */
|
| 152 |
+
hr { border-color: rgba(255,255,255,0.06) !important; margin: 16px 0 !important; }
|
| 153 |
+
|
| 154 |
+
/* ββ Spinner ββ */
|
| 155 |
+
[data-testid="stSpinner"] { color: #58a6ff !important; }
|
| 156 |
+
|
| 157 |
+
/* ββ Plotly dark bg ββ */
|
| 158 |
+
.js-plotly-plot { border-radius: 14px !important; overflow: hidden !important; }
|
| 159 |
+
|
| 160 |
+
/* ββ Expander ββ */
|
| 161 |
+
[data-testid="stExpander"] {
|
| 162 |
+
background: rgba(22,27,42,0.6) !important;
|
| 163 |
+
border: 1px solid rgba(255,255,255,0.07) !important;
|
| 164 |
+
border-radius: 12px !important;
|
| 165 |
+
}
|
| 166 |
+
|
| 167 |
+
/* ββ Success / error ββ */
|
| 168 |
+
[data-testid="stSuccess"] { background: rgba(35,134,54,0.15) !important; border-color: rgba(35,134,54,0.3) !important; border-radius: 10px !important; }
|
| 169 |
+
[data-testid="stError"] { background: rgba(248,81,73,0.15) !important; border-color: rgba(248,81,73,0.3) !important; border-radius: 10px !important; }
|
| 170 |
+
|
| 171 |
+
/* ββ Typography ββ */
|
| 172 |
+
h1 { font-size: 2rem !important; font-weight: 700 !important; color: #e6edf3 !important; letter-spacing: -0.02em !important; }
|
| 173 |
+
h2 { font-size: 1.4rem !important; font-weight: 600 !important; color: #e6edf3 !important; }
|
| 174 |
+
h3 { font-size: 1.1rem !important; font-weight: 600 !important; color: #c9d1d9 !important; }
|
| 175 |
+
p, li, .stMarkdown { color: #8b949e !important; line-height: 1.6 !important; }
|
| 176 |
+
code { font-family: 'JetBrains Mono', monospace !important; background: rgba(56,139,253,0.1) !important; color: #58a6ff !important; padding: 2px 6px !important; border-radius: 4px !important; font-size: 0.85em !important; }
|
| 177 |
+
|
| 178 |
+
/* ββ Scrollbar ββ */
|
| 179 |
+
::-webkit-scrollbar { width: 5px; height: 5px; }
|
| 180 |
+
::-webkit-scrollbar-track { background: transparent; }
|
| 181 |
+
::-webkit-scrollbar-thumb { background: rgba(255,255,255,0.1); border-radius: 3px; }
|
| 182 |
+
::-webkit-scrollbar-thumb:hover { background: rgba(255,255,255,0.2); }
|
| 183 |
</style>
|
| 184 |
""", unsafe_allow_html=True)
|
| 185 |
|
| 186 |
+
# ββ State βββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 187 |
if "page" not in st.session_state:
|
| 188 |
st.session_state.page = "home"
|
| 189 |
|
| 190 |
+
def _goto(p):
|
| 191 |
+
st.session_state.page = p
|
| 192 |
+
st.rerun()
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 193 |
|
| 194 |
+
# ββ Sidebar βββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 195 |
+
with st.sidebar:
|
| 196 |
+
st.markdown("""
|
| 197 |
+
<div style="padding: 8px 0 20px;">
|
| 198 |
+
<div style="display:flex;align-items:center;gap:10px;margin-bottom:4px;">
|
| 199 |
+
<span style="font-size:24px;">π</span>
|
| 200 |
+
<span style="font-size:18px;font-weight:700;color:#e6edf3;letter-spacing:-0.02em;">FinSight</span>
|
| 201 |
+
</div>
|
| 202 |
+
<span style="font-size:11px;color:#484f58;letter-spacing:0.05em;">AI FINANCIAL ANALYSIS Β· v0.1.0</span>
|
| 203 |
+
</div>
|
| 204 |
+
""", unsafe_allow_html=True)
|
| 205 |
+
|
| 206 |
+
nav_items = [
|
| 207 |
+
("home", "π ", "Home"),
|
| 208 |
+
("stock", "π", "Stock Analysis"),
|
| 209 |
+
("docs", "π", "Document Q&A"),
|
| 210 |
+
("chat", "π¬", "AI Chat"),
|
| 211 |
+
]
|
| 212 |
+
for key, icon, label in nav_items:
|
| 213 |
+
is_active = st.session_state.page == key
|
| 214 |
+
css_class = "nav-active" if is_active else ""
|
| 215 |
+
st.markdown(f'<div class="{css_class}">', unsafe_allow_html=True)
|
| 216 |
+
if st.button(f"{icon} {label}", key=f"nav_{key}", use_container_width=True):
|
| 217 |
+
_goto(key)
|
| 218 |
+
st.markdown("</div>", unsafe_allow_html=True)
|
| 219 |
+
|
| 220 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 221 |
+
st.markdown("""
|
| 222 |
+
<div style="padding:12px;background:rgba(248,81,73,0.08);border:1px solid rgba(248,81,73,0.2);border-radius:10px;">
|
| 223 |
+
<p style="font-size:11px;color:#8b949e;margin:0;line-height:1.5;">
|
| 224 |
+
β οΈ <strong style="color:#c9d1d9;">Disclaimer</strong><br>
|
| 225 |
+
For informational purposes only. Not investment advice.
|
| 226 |
+
</p>
|
| 227 |
+
</div>
|
| 228 |
+
""", unsafe_allow_html=True)
|
| 229 |
|
| 230 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 231 |
# HOME
|
| 232 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 233 |
if st.session_state.page == "home":
|
| 234 |
+
st.markdown("""
|
| 235 |
+
<div style="padding: 40px 0 24px;">
|
| 236 |
+
<h1 style="font-size:2.8rem!important;background:linear-gradient(135deg,#58a6ff,#79c0ff,#a5d6ff);-webkit-background-clip:text;-webkit-text-fill-color:transparent;background-clip:text;margin-bottom:8px;">
|
| 237 |
+
AI-Powered Financial Analysis
|
| 238 |
+
</h1>
|
| 239 |
+
<p style="font-size:16px;color:#8b949e;max-width:560px;line-height:1.6;">
|
| 240 |
+
Institutional-grade stock analysis, SEC document intelligence, and conversational finance β all in one platform.
|
| 241 |
+
</p>
|
| 242 |
+
</div>
|
| 243 |
+
""", unsafe_allow_html=True)
|
| 244 |
+
|
| 245 |
+
# Bento grid cards
|
| 246 |
+
c1, c2, c3 = st.columns(3, gap="medium")
|
| 247 |
+
cards = [
|
| 248 |
+
("stock", "π", "Stock Analysis",
|
| 249 |
+
"Technical indicators (RSI, MACD, Bollinger Bands), fundamental metrics, and streaming AI analysis for any ticker.",
|
| 250 |
+
"#1f6feb", "Open Stock Analysis"),
|
| 251 |
+
("docs", "π", "Document Q&A",
|
| 252 |
+
"Upload 10-K, 10-Q, or earnings call transcripts. Ask questions grounded in the actual text via RAG.",
|
| 253 |
+
"#238636", "Open Document Q&A"),
|
| 254 |
+
("chat", "π¬", "AI Chat",
|
| 255 |
+
"Conversational financial assistant powered by Claude. Ask anything about markets, valuation, or macro trends.",
|
| 256 |
+
"#6e40c9", "Open AI Chat"),
|
| 257 |
+
]
|
| 258 |
+
for col, (page, icon, title, desc, color, btn_label) in zip([c1,c2,c3], cards):
|
| 259 |
+
with col:
|
| 260 |
+
st.markdown(f"""
|
| 261 |
+
<div style="background:rgba(22,27,42,0.8);border:1px solid rgba(255,255,255,0.07);
|
| 262 |
+
border-radius:16px;padding:24px;margin-bottom:12px;
|
| 263 |
+
border-top:3px solid {color};min-height:160px;">
|
| 264 |
+
<div style="font-size:28px;margin-bottom:12px;">{icon}</div>
|
| 265 |
+
<h3 style="color:#e6edf3!important;font-size:15px!important;margin:0 0 8px;font-weight:600;">{title}</h3>
|
| 266 |
+
<p style="font-size:13px;color:#8b949e;margin:0;line-height:1.5;">{desc}</p>
|
| 267 |
+
</div>
|
| 268 |
+
""", unsafe_allow_html=True)
|
| 269 |
+
if st.button(btn_label, key=f"hero_{page}", use_container_width=True):
|
| 270 |
+
_goto(page)
|
| 271 |
+
|
| 272 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 273 |
+
st.markdown("""
|
| 274 |
+
<div style="background:rgba(22,27,42,0.5);border:1px solid rgba(255,255,255,0.06);
|
| 275 |
+
border-radius:14px;padding:20px 24px;">
|
| 276 |
+
<h3 style="color:#e6edf3!important;font-size:13px!important;text-transform:uppercase;letter-spacing:0.08em;margin:0 0 16px;">
|
| 277 |
+
β‘ Quick Stats
|
| 278 |
+
</h3>
|
| 279 |
+
<div style="display:grid;grid-template-columns:repeat(3,1fr);gap:16px;">
|
| 280 |
+
<div style="text-align:center;">
|
| 281 |
+
<div style="font-size:24px;font-weight:700;color:#58a6ff;">15+</div>
|
| 282 |
+
<div style="font-size:11px;color:#8b949e;">Technical Indicators</div>
|
| 283 |
+
</div>
|
| 284 |
+
<div style="text-align:center;">
|
| 285 |
+
<div style="font-size:24px;font-weight:700;color:#3fb950;">RAG</div>
|
| 286 |
+
<div style="font-size:11px;color:#8b949e;">Document Intelligence</div>
|
| 287 |
+
</div>
|
| 288 |
+
<div style="text-align:center;">
|
| 289 |
+
<div style="font-size:24px;font-weight:700;color:#a371f7;">Claude</div>
|
| 290 |
+
<div style="font-size:11px;color:#8b949e;">AI Analysis Engine</div>
|
| 291 |
+
</div>
|
| 292 |
+
</div>
|
| 293 |
+
</div>
|
| 294 |
+
""", unsafe_allow_html=True)
|
| 295 |
|
| 296 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 297 |
# STOCK ANALYSIS
|
|
|
|
| 304 |
from core.exceptions import FinSightError
|
| 305 |
from core.llm.claude_client import ClaudeClient
|
| 306 |
|
| 307 |
+
if "stock_client" not in st.session_state: st.session_state.stock_client = StockClient()
|
| 308 |
+
if "claude_client" not in st.session_state: st.session_state.claude_client = ClaudeClient()
|
| 309 |
+
stock_client = st.session_state.stock_client
|
|
|
|
|
|
|
|
|
|
| 310 |
claude_client = st.session_state.claude_client
|
| 311 |
|
| 312 |
with st.sidebar:
|
| 313 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 314 |
+
st.markdown('<p style="font-size:11px;color:#484f58;letter-spacing:0.08em;text-transform:uppercase;margin-bottom:12px;">βοΈ Analysis Settings</p>', unsafe_allow_html=True)
|
| 315 |
ticker = st.text_input("Ticker Symbol", value="AAPL", max_chars=10).upper().strip()
|
| 316 |
period = st.selectbox("Time Period", ["1mo","3mo","6mo","1y","2y","5y"], index=3)
|
| 317 |
+
run_ai = st.toggle("π€ AI Analysis", value=True)
|
| 318 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 319 |
+
if st.button("π Refresh Data", use_container_width=True):
|
| 320 |
stock_client.clear_cache()
|
| 321 |
st.rerun()
|
| 322 |
|
| 323 |
+
st.markdown('<h1 style="margin-bottom:4px;">π Stock Analysis</h1>', unsafe_allow_html=True)
|
| 324 |
+
|
| 325 |
if not ticker:
|
| 326 |
+
st.info("Enter a ticker symbol in the sidebar to begin.")
|
| 327 |
st.stop()
|
| 328 |
|
| 329 |
+
with st.spinner(f"Fetching market data for **{ticker}**β¦"):
|
| 330 |
try:
|
| 331 |
info = stock_client.get_info(ticker)
|
| 332 |
df_raw = stock_client.get_history(ticker, period=period)
|
| 333 |
except FinSightError as exc:
|
| 334 |
+
st.error(f"**Data Error:** {exc}")
|
| 335 |
+
st.stop()
|
| 336 |
|
| 337 |
df = add_indicators(df_raw)
|
| 338 |
signals = get_signals(df)
|
| 339 |
bias = signal_summary(signals)
|
| 340 |
|
| 341 |
+
# Header
|
| 342 |
+
bias_colors = {"BULLISH":"#3fb950","BEARISH":"#f85149","MIXED":"#d29922","NEUTRAL":"#8b949e"}
|
| 343 |
+
bias_color = bias_colors.get(bias, "#8b949e")
|
| 344 |
+
st.markdown(f"""
|
| 345 |
+
<div style="display:flex;align-items:baseline;gap:16px;margin-bottom:20px;flex-wrap:wrap;">
|
| 346 |
+
<h2 style="color:#e6edf3!important;font-size:1.6rem!important;margin:0;">{info.name}</h2>
|
| 347 |
+
<code style="font-size:14px!important;">{ticker}</code>
|
| 348 |
+
<span style="font-size:12px;color:#8b949e;background:rgba(255,255,255,0.05);padding:3px 10px;border-radius:20px;">{info.sector}</span>
|
| 349 |
+
<span style="font-size:13px;color:{bias_color};font-weight:600;background:rgba(255,255,255,0.04);padding:3px 12px;border-radius:20px;border:1px solid {bias_color}40;">⬀ {bias}</span>
|
| 350 |
+
</div>
|
| 351 |
+
""", unsafe_allow_html=True)
|
| 352 |
|
| 353 |
def _fmt(v):
|
| 354 |
if v is None: return "N/A"
|
| 355 |
if v >= 1e12: return f"${v/1e12:.2f}T"
|
| 356 |
if v >= 1e9: return f"${v/1e9:.2f}B"
|
| 357 |
if v >= 1e6: return f"${v/1e6:.2f}M"
|
| 358 |
+
return f"${v:,.2f}"
|
| 359 |
|
|
|
|
| 360 |
c1,c2,c3,c4,c5,c6 = st.columns(6)
|
| 361 |
+
c1.metric("Current Price", f"${info.current_price:,.2f}" if info.current_price else "N/A")
|
| 362 |
+
c2.metric("52W High", f"${info.fifty_two_week_high:,.2f}" if info.fifty_two_week_high else "N/A")
|
| 363 |
+
c3.metric("52W Low", f"${info.fifty_two_week_low:,.2f}" if info.fifty_two_week_low else "N/A")
|
| 364 |
+
c4.metric("P/E (TTM)", f"{info.pe_ratio:.1f}x" if info.pe_ratio else "N/A")
|
| 365 |
+
c5.metric("Fwd P/E", f"{info.forward_pe:.1f}x" if info.forward_pe else "N/A")
|
| 366 |
+
c6.metric("Market Cap", _fmt(info.market_cap))
|
| 367 |
+
|
| 368 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 369 |
|
| 370 |
+
# Chart
|
| 371 |
close = df["Close"].squeeze()
|
| 372 |
+
fig = make_subplots(
|
| 373 |
+
rows=3, cols=1, shared_xaxes=True,
|
| 374 |
+
row_heights=[0.58,0.22,0.20], vertical_spacing=0.02,
|
| 375 |
+
subplot_titles=("Price Β· Moving Averages Β· Bollinger Bands", "RSI (14)", "MACD"),
|
| 376 |
+
)
|
| 377 |
+
# Candlestick
|
| 378 |
+
fig.add_trace(go.Candlestick(
|
| 379 |
+
x=df.index, open=df["Open"].squeeze(), high=df["High"].squeeze(),
|
| 380 |
+
low=df["Low"].squeeze(), close=close, name="Price",
|
| 381 |
+
increasing_line_color="#3fb950", decreasing_line_color="#f85149",
|
| 382 |
+
increasing_fillcolor="rgba(63,185,80,0.8)", decreasing_fillcolor="rgba(248,81,73,0.8)",
|
| 383 |
+
showlegend=False,
|
| 384 |
+
), row=1, col=1)
|
| 385 |
+
# BB
|
| 386 |
+
fig.add_trace(go.Scatter(x=df.index, y=df["bb_upper"], line=dict(color="rgba(88,166,255,0.3)",width=1), showlegend=False, name="BB Upper"), row=1, col=1)
|
| 387 |
+
fig.add_trace(go.Scatter(x=df.index, y=df["bb_lower"], line=dict(color="rgba(88,166,255,0.3)",width=1),
|
| 388 |
+
fill="tonexty", fillcolor="rgba(88,166,255,0.05)", showlegend=False, name="BB Lower"), row=1, col=1)
|
| 389 |
+
# SMAs
|
| 390 |
+
for col_name, color, label in [("sma_20","#f0a500","SMA 20"),("sma_50","#58a6ff","SMA 50"),("sma_200","#f85149","SMA 200")]:
|
| 391 |
+
fig.add_trace(go.Scatter(x=df.index, y=df[col_name], name=label, line=dict(color=color, width=1.3)), row=1, col=1)
|
| 392 |
+
# RSI
|
| 393 |
+
fig.add_trace(go.Scatter(x=df.index, y=df["rsi_14"], name="RSI", line=dict(color="#a371f7",width=1.5)), row=2, col=1)
|
| 394 |
+
fig.add_hrect(y0=70, y1=100, fillcolor="rgba(248,81,73,0.06)", line_width=0, row=2, col=1)
|
| 395 |
+
fig.add_hrect(y0=0, y1=30, fillcolor="rgba(63,185,80,0.06)", line_width=0, row=2, col=1)
|
| 396 |
+
fig.add_hline(y=70, line=dict(color="#f85149",dash="dot",width=1), row=2, col=1)
|
| 397 |
+
fig.add_hline(y=30, line=dict(color="#3fb950",dash="dot",width=1), row=2, col=1)
|
| 398 |
+
# MACD
|
| 399 |
+
fig.add_trace(go.Scatter(x=df.index, y=df["macd"], name="MACD", line=dict(color="#58a6ff",width=1.3)), row=3, col=1)
|
| 400 |
+
fig.add_trace(go.Scatter(x=df.index, y=df["macd_signal"], name="Signal", line=dict(color="#f0a500",width=1.3)), row=3, col=1)
|
| 401 |
+
hist_colors = ["rgba(63,185,80,0.7)" if v>=0 else "rgba(248,81,73,0.7)" for v in df["macd_hist"].fillna(0)]
|
| 402 |
+
fig.add_trace(go.Bar(x=df.index, y=df["macd_hist"], name="Hist", marker_color=hist_colors, showlegend=False), row=3, col=1)
|
| 403 |
+
|
| 404 |
+
fig.update_layout(
|
| 405 |
+
height=700,
|
| 406 |
+
paper_bgcolor="rgba(13,17,28,0)",
|
| 407 |
+
plot_bgcolor ="rgba(22,27,42,0.6)",
|
| 408 |
+
font=dict(family="Inter", color="#8b949e", size=11),
|
| 409 |
+
margin=dict(l=0,r=0,t=28,b=0),
|
| 410 |
+
xaxis_rangeslider_visible=False,
|
| 411 |
+
legend=dict(orientation="h", yanchor="bottom", y=1.02, xanchor="right", x=1,
|
| 412 |
+
bgcolor="rgba(13,17,28,0.8)", bordercolor="rgba(255,255,255,0.1)", borderwidth=1),
|
| 413 |
+
xaxis3=dict(showgrid=True, gridcolor="rgba(255,255,255,0.04)"),
|
| 414 |
+
yaxis= dict(showgrid=True, gridcolor="rgba(255,255,255,0.04)", side="right"),
|
| 415 |
+
yaxis2=dict(showgrid=True, gridcolor="rgba(255,255,255,0.04)", side="right", range=[0,100]),
|
| 416 |
+
yaxis3=dict(showgrid=True, gridcolor="rgba(255,255,255,0.04)", side="right"),
|
| 417 |
+
)
|
| 418 |
+
for i in range(1,4):
|
| 419 |
+
fig.update_xaxes(showgrid=True, gridcolor="rgba(255,255,255,0.04)", row=i, col=1)
|
| 420 |
+
|
| 421 |
+
st.plotly_chart(fig, use_container_width=True, config={"displayModeBar":False})
|
| 422 |
+
|
| 423 |
+
# Signals
|
| 424 |
+
with st.expander("π‘ Technical Signal Dashboard", expanded=True):
|
| 425 |
if signals:
|
| 426 |
+
sig_cols = st.columns(len(signals))
|
| 427 |
+
colors = {"BULLISH":"#3fb950","BEARISH":"#f85149","NEUTRAL":"#d29922"}
|
| 428 |
+
for col, (name, val) in zip(sig_cols, signals.items()):
|
| 429 |
+
c = colors.get(val,"#8b949e")
|
| 430 |
+
col.markdown(f"""
|
| 431 |
+
<div style="background:rgba(22,27,42,0.8);border:1px solid {c}30;border-radius:10px;padding:12px;text-align:center;">
|
| 432 |
+
<div style="font-size:10px;color:#8b949e;letter-spacing:0.08em;text-transform:uppercase;margin-bottom:6px;">{name}</div>
|
| 433 |
+
<div style="font-size:13px;font-weight:600;color:{c};">{'π’' if val=='BULLISH' else 'π΄' if val=='BEARISH' else 'π‘'} {val}</div>
|
| 434 |
+
</div>
|
| 435 |
+
""", unsafe_allow_html=True)
|
| 436 |
+
|
| 437 |
+
# AI Analysis
|
| 438 |
if run_ai:
|
| 439 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 440 |
+
st.markdown("""
|
| 441 |
+
<div style="display:flex;align-items:center;gap:8px;margin-bottom:12px;">
|
| 442 |
+
<span style="font-size:18px;">π€</span>
|
| 443 |
+
<h3 style="color:#e6edf3!important;font-size:15px!important;margin:0;">Claude AI Analysis</h3>
|
| 444 |
+
<span style="font-size:11px;color:#8b949e;background:rgba(56,139,253,0.1);padding:2px 8px;border-radius:20px;border:1px solid rgba(56,139,253,0.2);">Streaming</span>
|
| 445 |
+
</div>
|
| 446 |
+
""", unsafe_allow_html=True)
|
| 447 |
with st.spinner("Generating analysisβ¦"):
|
| 448 |
try:
|
| 449 |
msgs = claude_client.build_analysis_prompt(
|
| 450 |
ticker=ticker, info=info.__dict__,
|
| 451 |
signals=signals, signal_summary=bias, period=period)
|
| 452 |
+
with st.container():
|
| 453 |
+
st.markdown('<div style="background:rgba(22,27,42,0.6);border:1px solid rgba(255,255,255,0.07);border-radius:14px;padding:20px;">', unsafe_allow_html=True)
|
| 454 |
+
st.write_stream(claude_client.stream(msgs))
|
| 455 |
+
st.markdown("</div>", unsafe_allow_html=True)
|
| 456 |
except FinSightError as exc:
|
| 457 |
st.error(f"AI analysis failed: {exc}")
|
| 458 |
|
|
|
|
| 465 |
from core.llm.claude_client import ClaudeClient
|
| 466 |
from core.rag.pipeline import RAGPipeline
|
| 467 |
|
| 468 |
+
if "rag_pipeline" not in st.session_state: st.session_state.rag_pipeline = RAGPipeline()
|
| 469 |
+
if "claude_client" not in st.session_state: st.session_state.claude_client = ClaudeClient()
|
| 470 |
+
if "doc_messages" not in st.session_state: st.session_state.doc_messages = []
|
|
|
|
| 471 |
rag = st.session_state.rag_pipeline
|
| 472 |
claude = st.session_state.claude_client
|
| 473 |
|
| 474 |
+
st.markdown('<h1 style="margin-bottom:4px;">π Document Q&A</h1>', unsafe_allow_html=True)
|
| 475 |
+
st.markdown('<p style="color:#8b949e;margin-bottom:24px;">Upload SEC filings or earnings transcripts β ask questions grounded in the actual text.</p>', unsafe_allow_html=True)
|
| 476 |
|
| 477 |
col_up, col_qa = st.columns([1, 2], gap="large")
|
| 478 |
|
| 479 |
with col_up:
|
| 480 |
+
st.markdown("""
|
| 481 |
+
<div style="background:rgba(22,27,42,0.6);border:1px solid rgba(255,255,255,0.07);
|
| 482 |
+
border-radius:14px;padding:20px;margin-bottom:16px;">
|
| 483 |
+
<p style="font-size:11px;color:#484f58;letter-spacing:0.08em;text-transform:uppercase;margin:0 0 12px;">π Upload Document</p>
|
| 484 |
+
</div>
|
| 485 |
+
""", unsafe_allow_html=True)
|
| 486 |
+
uploaded = st.file_uploader("", type=["pdf"], accept_multiple_files=True, label_visibility="collapsed")
|
| 487 |
if uploaded:
|
| 488 |
for file in uploaded:
|
| 489 |
with tempfile.NamedTemporaryFile(suffix=".pdf", delete=False) as tmp:
|
| 490 |
tmp.write(file.read())
|
|
|
|
| 491 |
with st.spinner(f"Indexing **{file.name}**β¦"):
|
| 492 |
try:
|
| 493 |
+
n = rag.ingest(tmp.name)
|
| 494 |
+
st.success(f"β
{file.name} Β· {n} chunks indexed")
|
| 495 |
except FinSightError as exc:
|
| 496 |
st.error(str(exc))
|
| 497 |
+
|
| 498 |
+
docs = rag.list_documents()
|
| 499 |
+
if docs:
|
| 500 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 501 |
+
st.markdown('<p style="font-size:11px;color:#484f58;letter-spacing:0.08em;text-transform:uppercase;">π Indexed Documents</p>', unsafe_allow_html=True)
|
| 502 |
+
for d in docs:
|
| 503 |
+
st.markdown(f'<div style="background:rgba(35,134,54,0.08);border:1px solid rgba(35,134,54,0.2);border-radius:8px;padding:8px 12px;margin-bottom:6px;font-size:12px;color:#3fb950;">π {d}</div>', unsafe_allow_html=True)
|
| 504 |
+
|
| 505 |
+
if st.button("ποΈ Clear Index", use_container_width=True):
|
| 506 |
+
rag.clear()
|
| 507 |
+
st.session_state.doc_messages = []
|
| 508 |
+
st.rerun()
|
| 509 |
|
| 510 |
with col_qa:
|
| 511 |
+
st.markdown('<p style="font-size:11px;color:#484f58;letter-spacing:0.08em;text-transform:uppercase;margin-bottom:12px;">π¬ Ask Questions</p>', unsafe_allow_html=True)
|
| 512 |
+
|
| 513 |
+
if not docs:
|
| 514 |
+
st.markdown("""
|
| 515 |
+
<div style="background:rgba(22,27,42,0.5);border:1px dashed rgba(255,255,255,0.1);border-radius:14px;padding:40px;text-align:center;">
|
| 516 |
+
<div style="font-size:32px;margin-bottom:12px;">π</div>
|
| 517 |
+
<p style="color:#8b949e;margin:0;">Upload a PDF document to start asking questions</p>
|
| 518 |
+
</div>
|
| 519 |
+
""", unsafe_allow_html=True)
|
| 520 |
+
else:
|
| 521 |
+
for msg in st.session_state.doc_messages:
|
| 522 |
+
with st.chat_message(msg["role"]):
|
| 523 |
+
st.markdown(msg["content"])
|
| 524 |
+
query = st.chat_input("e.g. What are the key risk factors? What was revenue growth?")
|
| 525 |
+
if query:
|
| 526 |
+
st.session_state.doc_messages.append({"role":"user","content":query})
|
| 527 |
+
with st.chat_message("user"): st.markdown(query)
|
| 528 |
+
with st.chat_message("assistant"):
|
| 529 |
+
try:
|
| 530 |
+
ctx = rag.retrieve(query)
|
| 531 |
+
resp = st.write_stream(claude.stream([{"role":"user","content":query}], extra_context=ctx))
|
| 532 |
+
st.session_state.doc_messages.append({"role":"assistant","content":resp})
|
| 533 |
+
except FinSightError as exc:
|
| 534 |
+
st.error(str(exc))
|
| 535 |
|
| 536 |
# ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
|
| 537 |
# AI CHAT
|
|
|
|
| 540 |
from core.exceptions import FinSightError
|
| 541 |
from core.llm.claude_client import ClaudeClient
|
| 542 |
|
| 543 |
+
if "claude_client" not in st.session_state: st.session_state.claude_client = ClaudeClient()
|
| 544 |
+
if "chat_messages" not in st.session_state: st.session_state.chat_messages = []
|
|
|
|
| 545 |
claude = st.session_state.claude_client
|
| 546 |
|
| 547 |
with st.sidebar:
|
| 548 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 549 |
+
st.markdown('<p style="font-size:11px;color:#484f58;letter-spacing:0.08em;text-transform:uppercase;margin-bottom:10px;">π‘ Suggested Questions</p>', unsafe_allow_html=True)
|
| 550 |
+
suggestions = [
|
| 551 |
+
"Explain P/E vs EV/EBITDA",
|
| 552 |
+
"What signals an inverted yield curve?",
|
| 553 |
+
"How do I read a cash flow statement?",
|
| 554 |
+
"Compare growth vs value investing",
|
| 555 |
+
"What is dollar-cost averaging?",
|
| 556 |
+
]
|
| 557 |
+
for s in suggestions:
|
| 558 |
+
if st.button(f"β {s}", key=f"sug_{s[:20]}", use_container_width=True):
|
| 559 |
+
st.session_state.chat_messages.append({"role":"user","content":s})
|
| 560 |
+
st.rerun()
|
| 561 |
+
|
| 562 |
+
st.markdown("<br>", unsafe_allow_html=True)
|
| 563 |
+
if st.button("ποΈ Clear Chat", use_container_width=True):
|
| 564 |
st.session_state.chat_messages = []
|
| 565 |
st.rerun()
|
| 566 |
|
| 567 |
+
st.markdown('<h1 style="margin-bottom:4px;">π¬ AI Financial Chat</h1>', unsafe_allow_html=True)
|
| 568 |
+
st.markdown('<p style="color:#8b949e;margin-bottom:20px;">Conversational financial intelligence powered by Claude. Ask anything about markets, valuation, or macroeconomics.</p>', unsafe_allow_html=True)
|
| 569 |
+
|
| 570 |
+
# Chat history
|
| 571 |
+
chat_container = st.container()
|
| 572 |
+
with chat_container:
|
| 573 |
+
if not st.session_state.chat_messages:
|
| 574 |
+
st.markdown("""
|
| 575 |
+
<div style="background:rgba(22,27,42,0.4);border:1px dashed rgba(255,255,255,0.08);border-radius:16px;padding:48px;text-align:center;margin:24px 0;">
|
| 576 |
+
<div style="font-size:40px;margin-bottom:16px;">π¬</div>
|
| 577 |
+
<h3 style="color:#e6edf3;font-size:16px;margin:0 0 8px;">Start a conversation</h3>
|
| 578 |
+
<p style="color:#8b949e;font-size:13px;margin:0;">Ask about stocks, markets, financial concepts, or investment strategies</p>
|
| 579 |
+
</div>
|
| 580 |
+
""", unsafe_allow_html=True)
|
| 581 |
+
else:
|
| 582 |
+
for msg in st.session_state.chat_messages:
|
| 583 |
+
with st.chat_message(msg["role"]):
|
| 584 |
+
st.markdown(msg["content"])
|
| 585 |
+
|
| 586 |
+
user_input = st.chat_input("Ask FinSight anything about financeβ¦")
|
| 587 |
if user_input:
|
| 588 |
st.session_state.chat_messages.append({"role":"user","content":user_input})
|
| 589 |
with st.chat_message("user"): st.markdown(user_input)
|