add trend && fundamental prediction to stock screeener
This commit is contained in:
MuslemRahimi
parent
7dd459dd7a
commit
05302bbf96
@ -242,6 +242,9 @@ export const formatRuleValue = (rule) => {
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else if (['ratingRecommendation'].includes(rule.name)) {
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return rule.value === 2 ? 'Buy' : rule.value === 1 ? 'Hold' : 'Sell';
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}
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else if (['trendAnalysis','fundamentalAnalysis'].includes(rule.name)) {
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return `${rule.condition} ${rule.value}% Accuracy`;
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}
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else {
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return `${rule.condition} ${rule.value}${rule.name.includes('Growth') ? ' %' : ''}`;
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}
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@ -29,7 +29,16 @@
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const title = data?.getStrategy?.title;
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const stockScreenerData = data?.getStockScreenerData?.filter(item => item?.ratingRecommendation !== null);
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let stockScreenerData = data?.getStockScreenerData?.filter(item => {
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const ratingRecommendationExists = item?.ratingRecommendation !== null;
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const trendAnalysisAccuracyExists = item?.trendAnalysis?.accuracy !== null;
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const fundamentalAnalysisAccuracyExists = item?.fundamentalAnalysis?.accuracy !== null;
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// Return true only if both conditions are satisfied
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return ratingRecommendationExists && trendAnalysisAccuracyExists && fundamentalAnalysisAccuracyExists;
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});
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let filteredData = [];
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@ -82,6 +91,8 @@
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esgScore: (ruleOfList?.find(item => item.name === "esgScore") || { condition: 'above' }).condition,
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marketCap: (ruleOfList?.find(item => item.name === "marketCap") || { condition: 'above' }).condition,
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var: (ruleOfList?.find(item => item.name === "var") || { condition: 'above' }).condition,
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trendAnalysis: (ruleOfList?.find(item => item.name === "trendAnalysis") || { condition: 'above' }).condition,
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fundamentalAnalysis: (ruleOfList?.find(item => item.name === "fundamentalAnalysis") || { condition: 'above' }).condition,
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};
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let ruleTrend = {
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@ -137,6 +148,8 @@
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{ rule: 'growthEBITDA', label: 'EBITDA Growth [%]', category: 'fund'},
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{ rule: 'esgScore', label: 'ESG Score', category: 'fund' },
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{ rule: 'var', label: 'Value at Risk (VaR)', category: 'fund' },
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{ rule: 'trendAnalysis', label: 'AI Trend Analysis (Bullish)', category: 'ai' },
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{ rule: 'fundamentalAnalysis', label: 'AI Fundamental Analysis (Bullish)', category: 'ai' },
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{ rule: 'ratingRecommendation', label: 'Analyst Rating', category: 'fund'}
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];
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@ -216,7 +229,8 @@
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let valueChange3Y = (ruleOfList?.find(item => item.name === "change3Y") || { value: 0 }).value;
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let valueAvgVolume = (ruleOfList?.find(item => item.name === "avgVolume") || { value: 10 }).value;
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let valueVaR = (ruleOfList?.find(item => item.name === "var") || { value: -10 }).value;
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let valueTrendAnalysis = (ruleOfList?.find(item => item.name === "trendAnalysis") || { value: 50 }).value;
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let valueFundamentalAnalysis = (ruleOfList?.find(item => item.name === "fundamentalAnalysis") || { value: 50 }).value;
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const ratingRecommendations = [
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@ -290,6 +304,8 @@ const valueMappings = {
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change3Y: valueChange3Y,
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avgVolume: valueAvgVolume,
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var: valueVaR,
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trendAnalysis: valueTrendAnalysis,
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fundamentalAnalysis: valueFundamentalAnalysis,
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};
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const conditions = {
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@ -339,6 +355,8 @@ const conditions = {
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change3Y: ruleCondition.change3Y,
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avgVolume: ruleCondition.avgVolume,
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var: ruleCondition.var,
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trendAnalysis: ruleCondition.trendAnalysis,
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fundamentalAnalysis: ruleCondition.fundamentalAnalysis,
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};
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@ -676,6 +694,12 @@ $: {
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case 'var':
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ruleToUpdate.value = valueVaR;
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break;
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case 'trendAnalysis':
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ruleToUpdate.value = valueTrendAnalysis;
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break;
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case 'fundamentalAnalysis':
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ruleToUpdate.value = valueFundamentalAnalysis;
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break;
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default:
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// Handle any case not explicitly mentioned
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break;
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@ -721,6 +745,25 @@ function filterStockScreenerData() {
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return false;
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}
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}
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else if (rule.name === 'trendAnalysis') {
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if (rule.condition === "above" && item[rule.name]?.accuracy <= rule.value ) {
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return false;
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}
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else if (rule.condition === "below" && item[rule.name]?.accuracy > rule.value ) {
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return false;
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}
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}
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else if (rule.name === 'fundamentalAnalysis') {
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if (rule.condition === "above" && item[rule.name]?.accuracy <= rule.value ) {
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return false;
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}
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else if (rule.condition === "below" && item[rule.name]?.accuracy > rule.value ) {
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return false;
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}
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}
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else {
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if (rule.condition === "above" && item[rule.name] !== null && item[rule.name] <= rule.value) {
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@ -785,7 +828,6 @@ $: {
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<!-- Other meta tags -->
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<meta property="og:title" content={`Stock Screener · stocknear`}/>
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<meta property="og:description" content={`Build your Stock Screener to find profitable stocks.`} />
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<meta property="og:image" content="https://stocknear-pocketbase.s3.amazonaws.com/logo/meta_logo.jpg"/>
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<meta property="og:type" content="website"/>
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<!-- Add more Open Graph meta tags as needed -->
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@ -793,7 +835,6 @@ $: {
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<meta name="twitter:card" content="summary_large_image"/>
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<meta name="twitter:title" content={`Stock Screener · stocknear`}/>
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<meta name="twitter:description" content={`Build your Stock Screener to find profitable stocks.`} />
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<meta name="twitter:image" content="https://stocknear-pocketbase.s3.amazonaws.com/logo/meta_logo.jpg"/>
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<!-- Add more Twitter meta tags as needed -->
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</svelte:head>
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@ -854,7 +895,54 @@ $: {
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<!--Start Adding Rules-->
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<div class="flex flex-col space-y-2 pt-6 pb-6 justify-center items-center m-auto w-5/6 sm:w-full max-w-md">
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<!--Start AI Trend Analysis Rule-->
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{#if ruleName === 'trendAnalysis'}
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<div class="w-full max-w-xl text-white font-medium text-[1rem] flex flex-row justify-center items-center">
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AI Trend Analysis (Bullish) {ruleCondition[ruleName]} {valueTrendAnalysis}%
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<label on:click={() => changeRuleCondition('below')} class="ml-5 cursor-pointer flex flex-row mr-2 justify-center items-center">
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<input type="radio" class="radio checked:bg-purple-600 bg-[#0F0F0F] border border-slate-800 mr-2" checked={ruleCondition[ruleName] === 'below'} />
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<span class="label-text text-white">Below</span>
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</label>
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<label on:click={() => changeRuleCondition('above')} class="cursor-pointer flex flex-row ml-2 justify-center items-center">
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<input type="radio" class="radio checked:bg-purple-600 bg-[#0F0F0F] border border-slate-800 mr-2" checked={ruleCondition[ruleName] === 'above'} />
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<span class="label-text text-white">Above</span>
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</label>
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</div>
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<div class="w-full pt-5">
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<input type="range" min="0" max="100" step="1" bind:value={valueTrendAnalysis} class="range range-secondary" />
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</div>
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{/if}
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<!--End AI Trend Analysis Rule-->
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<!--Start AI Fundamental Analysis Rule-->
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{#if ruleName === 'fundamentalAnalysis'}
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<div class="w-full max-w-xl text-white font-medium text-[1rem] flex flex-row justify-center items-center">
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AI Fund. Analysis (Bullish) {ruleCondition[ruleName]} {valueFundamentalAnalysis}%
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<label on:click={() => changeRuleCondition('below')} class="ml-5 cursor-pointer flex flex-row mr-2 justify-center items-center">
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<input type="radio" class="radio checked:bg-purple-600 bg-[#0F0F0F] border border-slate-800 mr-2" checked={ruleCondition[ruleName] === 'below'} />
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<span class="label-text text-white">Below</span>
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</label>
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<label on:click={() => changeRuleCondition('above')} class="cursor-pointer flex flex-row ml-2 justify-center items-center">
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<input type="radio" class="radio checked:bg-purple-600 bg-[#0F0F0F] border border-slate-800 mr-2" checked={ruleCondition[ruleName] === 'above'} />
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<span class="label-text text-white">Above</span>
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</label>
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</div>
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<div class="w-full pt-5">
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<input type="range" min="0" max="100" step="1" bind:value={valueFundamentalAnalysis} class="range range-secondary" />
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</div>
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{/if}
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<!--End AI Trend Analysis Rule-->
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<!--Start Revenue Rule-->
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{#if ruleName === 'revenue'}
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@ -2065,11 +2153,11 @@ $: {
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</thead>
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<tbody>
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{#each displayResults as item}
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<tr on:click={() => goto("/stocks/"+item?.symbol)} class="sm:hover:bg-[#245073] sm:hover:bg-opacity-[0.2] bg-[#0F0F0F] border-b-[#0F0F0F] shake-ticker cursor-pointer">
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<tr on:click={() => goto("/stocks/"+item?.symbol)} class="sm:hover:bg-[#245073] sm:hover:bg-opacity-[0.2] bg-[#0F0F0F] border-b-[#0F0F0F] odd:bg-[#202020] cursor-pointer">
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<td class="border-b-[#0F0F0F]">
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<div class="flex flex-col items-start">
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<span class="text-blue-400">{item?.symbol}</span>
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<span class="text-white text-xs">{item?.name?.length > charNumber ? item?.name?.slice(0,charNumber) + "..." : item?.name}</span>
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<span class="text-white text-xs sm:hidden">{item?.name?.length > charNumber ? item?.name?.slice(0,charNumber) + "..." : item?.name}</span>
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</div>
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</td>
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