finance-bot / pages /Stock_Analysis.py
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# pages/stock_report.py
import os
import asyncio
import streamlit as st
import pandas as pd
import altair as alt
from io import BytesIO
import base64
import tempfile
import weasyprint
import markdown
import json
from datetime import datetime
from modules.analysis_pipeline import run_analysis_pipeline, generate_html_report
from twelvedata_api import TwelveDataAPI
# Initialize session state for this page
if "stock_report_initialized" not in st.session_state:
st.session_state.stock_report_initialized = True
if "analysis_requested" not in st.session_state:
st.session_state.analysis_requested = False
if "analysis_complete" not in st.session_state:
st.session_state.analysis_complete = False
# Page setup - make sure this is consistent with Home.py
st.set_page_config(
page_title="Stock Analysis Report",
page_icon="📊",
layout="wide",
initial_sidebar_state="expanded"
)
# Clear the page for fresh rendering
main_container = st.container()
with main_container:
# Application title
st.title("📄 In-depth Stock Analysis Report")
st.markdown("""
This application generates a comprehensive analysis report for a stock symbol, combining data from multiple sources
and using AI to synthesize information, helping you make better investment decisions.
""")
# Function to create price chart
def create_price_chart(price_data, period):
"""Create price chart from data"""
if 'values' not in price_data:
return None
df = pd.DataFrame(price_data['values'])
if df.empty:
return None
df['datetime'] = pd.to_datetime(df['datetime'])
df['close'] = pd.to_numeric(df['close'])
# Determine chart title based on time period
title_map = {
'1_month': 'Stock price over the last month',
'3_months': 'Stock price over the last 3 months',
'1_year': 'Stock price over the last year'
}
# Create chart with Altair
chart = alt.Chart(df).mark_line().encode(
x=alt.X('datetime:T', title='Time'),
y=alt.Y('close:Q', title='Closing Price', scale=alt.Scale(zero=False)),
tooltip=[
alt.Tooltip('datetime:T', title='Date', format='%d/%m/%Y'),
alt.Tooltip('close:Q', title='Closing Price', format=',.2f'),
alt.Tooltip('volume:Q', title='Volume', format=',.0f')
]
).properties(
title=title_map.get(period, f'Stock price ({period})'),
height=350
).interactive()
return chart
# Function to convert analysis results to PDF
def convert_html_to_pdf(html_content):
"""Convert HTML to PDF file"""
with tempfile.NamedTemporaryFile(suffix='.html', delete=False) as f:
f.write(html_content.encode())
temp_html = f.name
pdf_bytes = weasyprint.HTML(filename=temp_html).write_pdf()
# Delete temporary file after use
os.unlink(temp_html)
return pdf_bytes
# Function to create PDF download link
def get_download_link(pdf_bytes, filename):
"""Create download link for PDF file"""
b64 = base64.b64encode(pdf_bytes).decode()
href = f'<a href="data:application/pdf;base64,{b64}" download="{filename}">Download Report (PDF)</a>'
return href
# List of popular stock symbols and information
@st.cache_data(ttl=3600)
def load_stock_symbols():
"""Load stock symbols from cache or create new cache"""
cache_file = "static/stock_symbols_cache.json"
# Check if cache exists
if os.path.exists(cache_file):
try:
with open(cache_file, 'r') as f:
return json.load(f)
except Exception as e:
print(f"Error loading cache: {e}")
# Default list if cache doesn't exist or fails to load
default_symbols = [
{"symbol": "AAPL", "name": "Apple Inc."},
{"symbol": "MSFT", "name": "Microsoft Corporation"},
{"symbol": "GOOGL", "name": "Alphabet Inc."},
{"symbol": "AMZN", "name": "Amazon.com Inc."},
{"symbol": "TSLA", "name": "Tesla, Inc."},
{"symbol": "META", "name": "Meta Platforms, Inc."},
{"symbol": "NVDA", "name": "NVIDIA Corporation"},
{"symbol": "JPM", "name": "JPMorgan Chase & Co."},
{"symbol": "V", "name": "Visa Inc."},
{"symbol": "JNJ", "name": "Johnson & Johnson"},
{"symbol": "WMT", "name": "Walmart Inc."},
{"symbol": "MA", "name": "Mastercard Incorporated"},
{"symbol": "PG", "name": "Procter & Gamble Co."},
{"symbol": "UNH", "name": "UnitedHealth Group Inc."},
{"symbol": "HD", "name": "Home Depot Inc."},
{"symbol": "BAC", "name": "Bank of America Corp."},
{"symbol": "XOM", "name": "Exxon Mobil Corporation"},
{"symbol": "DIS", "name": "Walt Disney Co."},
{"symbol": "CSCO", "name": "Cisco Systems, Inc."},
{"symbol": "VZ", "name": "Verizon Communications Inc."},
{"symbol": "ADBE", "name": "Adobe Inc."},
{"symbol": "NFLX", "name": "Netflix, Inc."},
{"symbol": "CMCSA", "name": "Comcast Corporation"},
{"symbol": "PFE", "name": "Pfizer Inc."},
{"symbol": "KO", "name": "Coca-Cola Company"},
{"symbol": "INTC", "name": "Intel Corporation"},
{"symbol": "PYPL", "name": "PayPal Holdings, Inc."},
{"symbol": "T", "name": "AT&T Inc."},
{"symbol": "PEP", "name": "PepsiCo, Inc."},
{"symbol": "MRK", "name": "Merck & Co., Inc."}
]
# Try to fetch more comprehensive list if API key is available
try:
from dotenv import load_dotenv
load_dotenv()
api_key = os.getenv("TWELVEDATA_API_KEY")
if api_key:
td_api = TwelveDataAPI(api_key)
stocks_data = td_api.get_all_stocks(exchange="NASDAQ")
if stocks_data and 'data' in stocks_data:
# Convert to format we need and take first 1000 stocks
symbols = [{"symbol": stock["symbol"], "name": stock.get("name", "Unknown")}
for stock in stocks_data['data']]
# Save to cache
os.makedirs(os.path.dirname(cache_file), exist_ok=True)
with open(cache_file, 'w') as f:
json.dump(symbols, f)
return symbols
except Exception as e:
print(f"Error fetching stock symbols from API: {e}")
# If everything fails, return default list
return default_symbols
# Load stock symbols
STOCK_SYMBOLS = load_stock_symbols()
# Function to format stock options for display
def format_stock_option(stock):
return f"{stock['symbol']} - {stock['name']}"
# Create interface
col1, col2 = st.columns([3, 1])
# Information input section
with col2:
st.subheader("Enter Information")
# Create a list of formatted options and a mapping back to symbols
stock_options = [format_stock_option(stock) for stock in STOCK_SYMBOLS]
# Use selectbox with search functionality
selected_stock = st.selectbox(
"Select a stock symbol",
options=stock_options,
index=0 if stock_options else None,
placeholder="Search for a stock symbol...",
)
# Extract symbol from selection
if selected_stock:
stock_symbol = selected_stock.split(" - ")[0]
else:
stock_symbol = ""
if st.button("Generate Report", use_container_width=True, type="primary"):
if not stock_symbol:
st.error("Please select a stock symbol to continue.")
else:
# Save stock symbol to session state to maintain between runs
st.session_state.stock_symbol = stock_symbol
st.session_state.analysis_requested = True
st.rerun()
# PDF report generation section
if "analysis_complete" in st.session_state and st.session_state.analysis_complete:
st.divider()
st.subheader("PDF Report")
# Get results from session state
analysis_results = st.session_state.analysis_results
# Create static directory if it doesn't exist
os.makedirs("static", exist_ok=True)
# Create PDF filename and path
filename = f"Report_{analysis_results['symbol']}_{datetime.now().strftime('%d%m%Y')}.pdf"
pdf_path = os.path.join("static", filename)
# Display information
st.markdown("Get a complete PDF report with price charts:")
# Import PDF generation function
from modules.analysis_pipeline import generate_pdf_report
# Generate and download PDF button (combined)
if st.button("📊 Generate & Download PDF Report", use_container_width=True, key="pdf_btn", type="primary"):
# Check if file doesn't exist or needs to be recreated
if not os.path.exists(pdf_path):
with st.spinner("Creating PDF report with charts..."):
generate_pdf_report(analysis_results, pdf_path)
if not os.path.exists(pdf_path):
st.error("Failed to create PDF report.")
st.stop()
# Read PDF file for download
with open(pdf_path, "rb") as pdf_file:
pdf_bytes = pdf_file.read()
# Display success message and download widget
st.success("PDF report generated successfully!")
st.download_button(
label="⬇️ Download Report",
data=pdf_bytes,
file_name=filename,
mime="application/pdf",
use_container_width=True,
key="download_pdf_btn"
)
# Report display section
with col1:
# Check if there's an analysis request
if "analysis_requested" in st.session_state and st.session_state.analysis_requested:
symbol = st.session_state.stock_symbol
with st.spinner(f"🔍 Collecting data and analyzing {symbol} stock... (this may take a few minutes)"):
try:
# Run analysis
analysis_results = asyncio.run(run_analysis_pipeline(symbol))
# Save results to session state
st.session_state.analysis_results = analysis_results
st.session_state.analysis_complete = True
st.session_state.analysis_requested = False
# Automatically rerun to display results
st.rerun()
except Exception as e:
st.error(f"An error occurred during analysis: {str(e)}")
st.session_state.analysis_requested = False
# Check if analysis is complete
if "analysis_complete" in st.session_state and st.session_state.analysis_complete:
# Get results from session state
analysis_results = st.session_state.analysis_results
# Create tabs to display content
tab1, tab2, tab3, tab4, tab5 = st.tabs([
"📋 Overview",
"💰 Financial Health",
"📰 News & Sentiment",
"👨‍💼 Market Analysis",
"📊 Price Charts"
])
with tab1:
# Display basic company information
overview = analysis_results.get('overview', {})
if overview:
col1, col2 = st.columns([1, 1])
with col1:
st.subheader(f"{analysis_results['symbol']} - {overview.get('Name', 'N/A')}")
st.write(f"**Industry:** {overview.get('Industry', 'N/A')}")
st.write(f"**Sector:** {overview.get('Sector', 'N/A')}")
with col2:
st.write(f"**Market Cap:** {overview.get('MarketCapitalization', 'N/A')}")
st.write(f"**P/E Ratio:** {overview.get('PERatio', 'N/A')}")
st.write(f"**Dividend Yield:** {overview.get('DividendYield', 'N/A')}%")
# Display summary
st.markdown("### Summary & Recommendation")
st.markdown(analysis_results['analysis']['summary'])
with tab2:
st.markdown("### Financial Health Analysis")
st.markdown(analysis_results['analysis']['financial_health'])
with tab3:
st.markdown("### News & Market Sentiment Analysis")
st.markdown(analysis_results['analysis']['news_sentiment'])
with tab4:
st.markdown("### Market Analysis")
st.markdown(analysis_results['analysis']['expert_opinion'])
with tab5:
st.markdown("### Stock Price Charts")
# Display charts from price data
price_data = analysis_results.get('price_data', {})
if price_data:
period_tabs = st.tabs(['1 Month', '3 Months', '1 Year'])
periods = ['1_month', '3_months', '1_year']
for i, period in enumerate(periods):
with period_tabs[i]:
if period in price_data:
chart = create_price_chart(price_data[period], period)
if chart:
st.altair_chart(chart, use_container_width=True)
else:
st.info(f"Insufficient data to display chart for {period} timeframe.")
else:
st.info(f"No chart data available for {period} timeframe.")
else:
st.info("No price chart data available for this stock.")
else:
# Display instructions when no analysis is present
st.info("👈 Enter a stock symbol and click 'Generate Report' to begin.")
st.markdown("""
### About Stock Analysis Reports
The stock analysis report includes the following information:
1. **Overview & Investment Recommendation**: Summary of the company and general investment potential assessment.
2. **Financial Health Analysis**: Evaluation of financial metrics, revenue growth, and profitability.
3. **News & Market Sentiment Analysis**: Summary of notable news related to the company.
4. **Market Analysis**: Analysis of current stock performance and market trends.
5. **Price Charts**: Stock price charts for various timeframes.
Reports are generated based on data from multiple sources and analyzed by AI.
""")
# Display popular stock symbols
st.markdown("### Popular Stock Symbols")
# Display list of popular stock symbols in grid
# Only take first 12 to avoid cluttering the interface
display_stocks = STOCK_SYMBOLS[:12]
# Create grid with 4 columns
cols = st.columns(4)
for i, stock in enumerate(display_stocks):
col = cols[i % 4]
if col.button(f"{stock['symbol']} - {stock['name']}", key=f"pop_stock_{i}", use_container_width=True):
st.session_state.stock_symbol = stock['symbol']
st.session_state.analysis_requested = True
st.rerun()