rework screener

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MuslemRahimi 2024-09-03 22:16:18 +02:00
parent 0ab23f47ca
commit 1520666f38

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@ -27,100 +27,98 @@
// Define all possible rules and their properties
const allRules = {
avgVolume: { label: 'Avgerage Volume', step: [100,50,20,10,5,1], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
rsi: { label: 'RSI', step: [90,80,70,60,50,40,30,20], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
stochRSI: { label: 'Stoch RSI Fast', step: [90,80,70,60,50,40,30,20], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
mfi: { label: 'MFI', step: [90,80,70,60,50,40,30,20], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
cci: { label: 'CCI', step: [250,200,100,50,20,0,-20,-50,-100,-200,-250], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
atr: { label: 'ATR', step: [20,15,10,5,3,1], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
sma50: { label: 'SMA-50', step: [500,250,100,50,10,1], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
sma200: { label: 'SMA-200', step: [500,250,100,50,10,1], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
ema50: { label: 'EMA-50', step: [500,250,100,50,10,1], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
ema200: { label: 'EMA-200', step: [500,250,100,50,10,1], unit: '', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change1W: { label: 'Price Change 1W [%]', step: [20,10,5,1], unit: '%', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change1M: { label: 'Price Change 1M [%]', step: [100,50,20,10,5,1], unit: '%', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change3M: { label: 'Price Change 3M [%]', step: [100,50,20,10,5,1], unit: '%', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change6M: { label: 'Price Change 6M [%]', step: [100,50,20,10,5,1], unit: '%', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change1Y: { label: 'Price Change 1Y [%]', step: [100,50,20,10,5,1], unit: '%', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change3Y: { label: 'Price Change 3Y [%]', step: [100,50,20,10,5,1], unit: '%', category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
marketCap: { label: 'Market Cap', step: [100,50,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
revenue: { label: 'Revenue', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthRevenue: { label: 'Revenue Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
costOfRevenue: { label: 'Cost of Revenue', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthCostOfRevenue: { label: 'Cost of Revenue Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
costAndExpenses: { label: 'Cost & Expenses', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthCostAndExpenses: { label: 'Cost & Expenses Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
netIncome: { label: 'Net Income', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthNetIncome: { label: 'Net Income Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
grossProfit: { label: 'Gross Profit', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthGrossProfit: { label: 'Gross Profit Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
researchAndDevelopmentExpenses: { label: 'R&D Expenses', step: [100,50,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthResearchAndDevelopmentExpenses: { label: 'R&D Expenses Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
payoutRatio: { label: 'Payout Ratio [%]', step: [100,80,60,40,20,0,-20,-40], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
dividendYield: { label: 'Dividend Yield [%]', step: [50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
annualDividend: { label: 'Annual Dividend', step: [10,5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
dividendGrowth: { label: 'Dividend Growth [%]', step: [50,20,10,5,3,2,1,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
eps: { label: 'EPS', step: [20,15,10,5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthEPS: { label: 'EPS Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
interestIncome: { label: 'Interest Income', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
interestExpense: { label: 'Interest Expenses', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthInterestExpense: { label: 'Interest Expenses Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingExpenses: { label: 'Operating Expenses', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthOperatingExpenses: { label: 'Operating Expenses Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingIncome: { label: 'Operating Income', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthOperatingIncome: { label: 'Operating Income Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
pe: { label: 'PE Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
forwardPE: { label: 'Forward PE', step: [50,20,10,5,1,0,-1,-5,-10,-20,-50], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceToBookRatio: { label: 'PB Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceToSalesRatio: { label: 'PS Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
beta: { label: 'Beta', step: [10,5,1,-5,-10], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
ebitda: { label: 'EBITDA', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthEBITDA: { label: 'EBITDA Growth [%]', step: [200,100,50,20,10,5,1], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
var: { label: 'Value at Risk', step: [-1,-5,-10,-15,-20], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
trendAnalysis: { label: 'AI Trend Analysis (Bullish)', step: [90,80,70,60,50], unit: '%', category: 'ai', defaultCondition: 'over', defaultValue: 'any' },
fundamentalAnalysis: { label: 'AI Fundamental Analysis (Bullish)', step: [90,80,70,60,50], unit: '%', category: 'ai', defaultCondition: 'over', defaultValue: 'any' },
analystRating: { label: 'Analyst Rating', step: ['Buy', 'Hold', 'Sell'], unit: '', category: 'fund', defaultCondition: '', defaultValue: 'any' },
currentRatio: { label: 'Current Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
quickRatio: { label: 'Quick Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
debtEquityRatio: { label: 'Debt / Equity', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
debtRatio: { label: 'Debt Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
returnOnAssets: { label: 'Return on Assets', step: [10,8,6,4,2,1,0,-2,-4,-6,-8,-10], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
returnOnEquity: { label: 'Return on Equity', step: [10,8,6,4,2,1,0,-2,-4,-6,-8,-10], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
enterpriseValue: { label: 'Enterprise Value', step: [200,100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlowPerShare: { label: 'FCF / Share', step: [10,8,6,4,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
cashPerShare: { label: 'Cash / Share', step: [50,20,10,5,1,0,-1,-5,-10,-20,-50], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceToFreeCashFlowsRatio: { label: 'Price / FCF', step: [50,20,10,5,1,0,-1,-5,-10,-20,-50], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
sharesShort: { label: 'Short Interest', step: [50,20,10,5,1,0], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
shortRatio: { label: 'Short Ratio', step: [10,5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
shortFloatPercent: { label: 'Short % Float', step: [50,30,20,10,5,1,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
shortOutStandingPercent: { label: 'Short % Shares', step: [50,30,20,10,5,1,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
failToDeliver: { label: 'Fail to Deliver', step: [500,200,100,50,20,10,5], unit: 'K', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlow: { label: 'Free Cash Flow', step: [500,200,100,20,10,1], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingCashFlow: { label: 'Operating Cash Flow', step: [500,200,100,20,10,1], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingCashFlowPerShare: { label: 'Operating Cash Flow / Share', step: [50,40,30,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlowMargin: { label: 'FCF Margin', step: [80,50,20,10,5,0,-5,-10,-20,-50], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
totalDebt: { label: 'Total Debt', step: [100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
cashFlowToDebtRatio: { label: 'Cash Flow / Debt', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingCashFlowSalesRatio: { label: 'Operating Cash Flow / Sales', step: [5,3,1,0.5,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceCashFlowRatio: { label: 'Price / Cash Flow', step: [20,15,10,5,3,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceEarningsRatio: { label: 'Price / Earnings', step: [100,50,20,10,5,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceEarningsToGrowthRatio: { label: 'Price / Earnings Growth', step: [10,5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
stockBasedCompensation: { label: 'Stock-Based Compensation', step: [10,5,1,0], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
totalStockholdersEquity: { label: 'Shareholders Equity', step: [100,50,20,10,5,1,0], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
grossProfitMargin: { label: 'Gross Margin', step: [80,50,20,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
netProfitMargin: { label: 'Profit Margin', step: [80,50,20,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
pretaxProfitMargin: { label: 'Pretax Margin', step: [80,50,20,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
assetTurnover: { label: 'Asset Turnover', step: [5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
earningsYield: { label: 'Earnings Yield', step: [20,15,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlowYield: { label: 'FCF Yield', step: [20,15,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
effectiveTaxRate: { label: 'Effective Tax Rate', step: [50,30,20,10,5,1,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
fixedAssetTurnover: { label: 'Fixed Asset Turnover', step: [10,5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
sharesOutStanding: { label: 'Shares Outstanding', step: [10,5,3,2,1,0.5], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
employees: { label: 'Employees', step: [500,300,200,100,50,10,1], unit: 'K', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
revenuePerEmployee: { label: 'Revenue Per Employee', step: [10,5,3,2,1,0.5], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
profitPerEmployee: { label: 'Profit Per Employee', step: [10,5,3,2,1,0.5], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
avgVolume: { label: 'Avgerage Volume', step: ['100M','10M','1M','100K','10K','1K','0'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
rsi: { label: 'RSI', step: [90,80,70,60,50,40,30,20], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
stochRSI: { label: 'Stoch RSI Fast', step: [90,80,70,60,50,40,30,20], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
mfi: { label: 'MFI', step: [90,80,70,60,50,40,30,20], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
cci: { label: 'CCI', step: [250,200,100,50,20,0,-20,-50,-100,-200,-250], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
atr: { label: 'ATR', step: [20,15,10,5,3,1], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
sma50: { label: 'SMA-50', step: [500,250,100,50,10,1], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
sma200: { label: 'SMA-200', step: [500,250,100,50,10,1], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
ema50: { label: 'EMA-50', step: [500,250,100,50,10,1], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
ema200: { label: 'EMA-200', step: [500,250,100,50,10,1], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change1W: { label: 'Price Change 1W [%]', step: ['20%','10%','5%','1%','-1%','-5%','-10%','-20%'], category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change1M: { label: 'Price Change 1M [%]', step: ['100%','50%','20%','10%','5%','1%','-1%','-5%','-10%','-20%','-50%'],category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change3M: { label: 'Price Change 3M [%]', step: ['100%','50%','20%','10%','5%','1%','-1%','-5%','-10%','-20%','-50%'],category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change6M: { label: 'Price Change 6M [%]', step: ['100%','50%','20%','10%','5%','1%','-1%','-5%','-10%','-20%','-50%'],category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change1Y: { label: 'Price Change 1Y [%]', step: ['100%','50%','20%','10%','5%','1%','-1%','-5%','-10%','-20%','-50%'],category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
change3Y: { label: 'Price Change 3Y [%]', step: ['100%','50%','20%','10%','5%','1%','-1%','-5%','-10%','-20%','-50%'],category: 'ta', defaultCondition: 'over', defaultValue: 'any' },
marketCap: { label: 'Market Cap', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
revenue: { label: 'Revenue', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthRevenue: { label: 'Revenue Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
costOfRevenue: { label: 'Cost of Revenue', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthCostOfRevenue: { label: 'Cost of Revenue Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
costAndExpenses: { label: 'Cost & Expenses', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthCostAndExpenses: { label: 'Cost & Expenses Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
netIncome: { label: 'Net Income', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthNetIncome: { label: 'Net Income Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
grossProfit: { label: 'Gross Profit', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthGrossProfit: { label: 'Gross Profit Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
researchAndDevelopmentExpenses: { label: 'Research & Development', step: ['10B','1B','100M','10M','1M',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthResearchAndDevelopmentExpenses: { label: 'R&D Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
payoutRatio: { label: 'Payout Ratio [%]', step: ['100%','80%','60%','40%','20%','0%','-20%','-40%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
dividendYield: { label: 'Dividend Yield [%]', step: ['50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
annualDividend: { label: 'Annual Dividend', step: [10,5,3,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
dividendGrowth: { label: 'Dividend Growth [%]', step: ['50%','20%','10%','5%','3%','2%','1%','0%'],category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
eps: { label: 'EPS', step: [20,15,10,5,3,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthEPS: { label: 'EPS Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
interestIncome: { label: 'Interest Income', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
interestExpense: { label: 'Interest Expenses', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthInterestExpense: { label: 'Interest Expenses Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingExpenses: { label: 'Operating Expenses', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthOperatingExpenses: { label: 'Operating Expenses Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingIncome: { label: 'Operating Income', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthOperatingIncome: { label: 'Operating Income Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
pe: { label: 'PE Ratio', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
forwardPE: { label: 'Forward PE', step: [50,20,10,5,1,0,-1,-5,-10,-20,-50], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceToBookRatio: { label: 'PB Ratio', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceToSalesRatio: { label: 'PS Ratio', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
beta: { label: 'Beta', step: [10,5,1,-5,-10], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
ebitda: { label: 'EBITDA', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
growthEBITDA: { label: 'EBITDA Growth [%]', step: ['200%','100%','50%','20%','10%','5%','1%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
var: { label: 'Value-at-Risk', step: ['-1%','-5%','-10%','-15%','-20%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
trendAnalysis: { label: 'AI Trend Analysis (Bullish)', step: ['90%','80%','70%','60%','50%'], category: 'ai', defaultCondition: 'over', defaultValue: 'any' },
fundamentalAnalysis: { label: 'AI Fundamental Analysis (Bullish)', step: ['90%','80%','70%','60%','50%'], category: 'ai', defaultCondition: 'over', defaultValue: 'any' },
analystRating: { label: 'Analyst Rating', step: ['Buy', 'Hold', 'Sell'], category: 'fund', defaultCondition: '', defaultValue: 'any' },
currentRatio: { label: 'Current Ratio', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
quickRatio: { label: 'Quick Ratio', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
debtEquityRatio: { label: 'Debt / Equity', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
debtRatio: { label: 'Debt Ratio', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
returnOnAssets: { label: 'Return on Assets', step: [10,8,6,4,2,1,0,-2,-4,-6,-8,-10], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
returnOnEquity: { label: 'Return on Equity', step: [10,8,6,4,2,1,0,-2,-4,-6,-8,-10], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
enterpriseValue: { label: 'Enterprise Value', step: ['100B','50B','10B','1B','300M','100M','10M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlowPerShare: { label: 'FCF / Share', step: [10,8,6,4,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
cashPerShare: { label: 'Cash / Share', step: [50,20,10,5,1,0,-1,-5,-10,-20,-50], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceToFreeCashFlowsRatio: { label: 'Price / FCF', step: [50,20,10,5,1,0,-1,-5,-10,-20,-50], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
sharesShort: { label: 'Short Interest', step: ['50M','20M','10M','5M','1M','500K'],category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
shortRatio: { label: 'Short Ratio', step: [10,5,3,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
shortFloatPercent: { label: 'Short % Float', step: ['50%','30%','20%','10%','5%','1%','0%'], category:'fund', defaultCondition: 'over', defaultValue: 'any' },
shortOutStandingPercent: { label: 'Short % Shares', step: ['50%','30%','20%','10%','5%','1%','0%'], category:'fund', defaultCondition: 'over', defaultValue: 'any' },
failToDeliver: { label: 'Fail to Deliver', step: ['1M','500K','200K','100K','50K','10K','1K'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlow: { label: 'Free Cash Flow', step: ['50B','10B','1B','100M','10M','1M',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingCashFlow: { label: 'Operating Cash Flow', step: ['50B','10B','1B','100M','10M','1M',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingCashFlowPerShare: { label: 'Operating Cash Flow / Share', step: [50,40,30,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlowMargin: { label: 'FCF Margin', step: ['80%','50%','20%','10%','5%','0%','-5%','-10%','-20%','-50%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
totalDebt: { label: 'Total Debt', step: ['200B','100B','50B','10B','1B','100M','10M','1M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
cashFlowToDebtRatio: { label: 'Cash Flow / Debt', step: [50,40,30,20,10,5,1], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
operatingCashFlowSalesRatio: { label: 'Operating Cash Flow / Sales', step: [5,3,1,0.5,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceCashFlowRatio: { label: 'Price / Cash Flow', step: [20,15,10,5,3,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceEarningsRatio: { label: 'Price / Earnings', step: [100,50,20,10,5,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
priceEarningsToGrowthRatio: { label: 'Price / Earnings Growth', step: [10,5,3,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
stockBasedCompensation: { label: 'Stock-Based Compensation', step: ['10B','1B','100M','10M','1M',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
totalStockholdersEquity: { label: 'Shareholders Equity', step: ['100B','50B','10B','1B','100M','50M','10M','1M',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
grossProfitMargin: { label: 'Gross Margin', step: ['80%','60%','50%','20%','10%','5%','1%','0.5%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
netProfitMargin: { label: 'Profit Margin', step: ['80%','60%','50%','20%','10%','5%','1%','0.5%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
pretaxProfitMargin: { label: 'Pretax Margin', step: ['80%','60%','50%','20%','10%','5%','1%','0.5%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
assetTurnover: { label: 'Asset Turnover', step: [5,3,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
earningsYield: { label: 'Earnings Yield', step: ['20%','15%','10%','5%','0%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
freeCashFlowYield: { label: 'FCF Yield', step: ['20%','15%','10%','5%','0%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
effectiveTaxRate: { label: 'Effective Tax Rate', step: ['20%','15%','10%','5%','0%'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
fixedAssetTurnover: { label: 'Fixed Asset Turnover', step: [10,5,3,2,1,0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
sharesOutStanding: { label: 'Shares Outstanding', step: ['10B','5B','1B','100M','50M','10M','1M'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
employees: { label: 'Employees', step: ['500K','300K','200K','100K','10K','1K','100'], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
revenuePerEmployee: { label: 'Revenue Per Employee', step: ['5M','3M','2M','1M','500K','100K',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
profitPerEmployee: { label: 'Profit Per Employee', step: ['5M','3M','2M','1M','500K','100K',0], category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
};
@ -404,58 +402,74 @@ $: {
}
function convertUnitToValue(input: string | number): number {
if (typeof input === 'number') {
return input; // If it's already a number, return it directly.
}
if (typeof input !== 'string') {
throw new TypeError(`Expected a string or number, but received ${typeof input}`);
}
// Handle specific non-numeric cases
if (input.toLowerCase() === 'any' || ['Hold','Sell','Buy']?.includes(input)) {
return 'any'; // Return a special value for "any" that represents a non-restrictive filter
}
// Handle percentage values by stripping the "%" sign and converting to a number
if (input.endsWith('%')) {
const numericValue = parseFloat(input.slice(0, -1));
if (isNaN(numericValue)) {
throw new Error(`Unable to convert ${input} to a number`);
}
return numericValue; // Convert percentage to a decimal
}
const units = {
'B': 1_000_000_000,
'M': 1_000_000,
'K': 1_000,
};
const match = input.match(/^(\d+(\.\d+)?)([BMK])?$/);
if (match) {
const value = parseFloat(match[1]);
const unit = match[3] as keyof typeof units;
// If there's a unit, multiply the value by the unit's multiplier
if (unit) {
return value * units[unit];
} else {
// If no unit, return the value directly
return value;
}
}
// If input can't be parsed, throw an error
const numericValue = parseFloat(input);
if (isNaN(numericValue)) {
throw new Error(`Unable to convert ${input} to a number`);
}
return numericValue;
}
function filterStockScreenerData() {
return stockScreenerData?.filter(item => {
// Iterate over each rule to apply filtering
for (const rule of ruleOfList) {
const itemValue = item[rule.name];
// Handling different cases based on rule name
if ([
'researchAndDevelopmentExpenses', 'operatingIncome', 'operatingExpenses',
'netIncome', 'revenue', 'marketCap', 'enterpriseValue',
'costAndExpenses', 'costOfRevenue', 'ebitda', 'grossProfit','stockBasedCompensation','totalDebt',
'totalStockholdersEquity','sharesOutStanding'
].includes(rule.name)) {
if (rule.condition === "over" && itemValue !== null && itemValue <= rule.value * 10 ** 9) {
return false;
} else if (rule.condition === "under" && itemValue !== null && itemValue > rule.value * 10 ** 9) {
return false;
}
} else if (['interestIncome', 'interestExpense','freeCashFlow'].includes(rule.name)) {
if (rule.condition === "over" && itemValue !== null && itemValue <= rule.value * 10 ** 6) {
return false;
} else if (rule.condition === "under" && itemValue !== null && itemValue > rule.value * 10 ** 6) {
return false;
}
} else if (['avgVolume', 'sharesShort','operatingCashFlow','revenuePerEmployee','profitPerEmployee'].includes(rule.name)) {
if (rule.condition === "over" && itemValue <= rule.value * 10 ** 6) {
return false;
} else if (rule.condition === "under" && itemValue > rule.value * 10 ** 6) {
return false;
}
} else if (['failToDeliver','employees'].includes(rule.name)) {
if (rule.condition === "over" && itemValue <= rule.value * 10 ** 3) {
return false;
} else if (rule.condition === "under" && itemValue > rule.value * 10 ** 3) {
return false;
}
} else if (['trendAnalysis', 'fundamentalAnalysis'].includes(rule.name)) {
const ruleValue = convertUnitToValue(rule.value);
if (['trendAnalysis', 'fundamentalAnalysis'].includes(rule.name)) {
const accuracy = item[rule.name]?.accuracy;
if (rule.condition === "over" && accuracy <= rule.value) {
if (rule.condition === "over" && accuracy <= ruleValue) {
return false;
} else if (rule.condition === "under" && accuracy > rule.value) {
} else if (rule.condition === "under" && accuracy > ruleValue) {
return false;
}
} else if (rule.name === 'analystRating') {
// Ensure the rule value is one of the valid options
if (['Hold', 'Sell', 'Buy']?.includes(rule.value) && itemValue === rule.value) {
return true;
} else {
@ -463,10 +477,9 @@ function filterStockScreenerData() {
}
} else {
// Handle default case
if (rule.condition === "over" && itemValue !== null && itemValue <= rule.value) {
if (rule.condition === "over" && itemValue !== null && itemValue <= ruleValue) {
return false;
} else if (rule.condition === "under" && itemValue !== null && itemValue > rule.value) {
} else if (rule.condition === "under" && itemValue !== null && itemValue > ruleValue) {
return false;
}
}
@ -825,7 +838,7 @@ async function popularStrategy(state: string) {
{#if valueMappings[row?.rule] === 'any'}
Any
{:else}
{ruleCondition[row?.rule] !== undefined ? ruleCondition[row?.rule] : ''} {valueMappings[row?.rule]}{row?.unit}
{ruleCondition[row?.rule] !== undefined ? ruleCondition[row?.rule] : ''} {valueMappings[row?.rule]}
{/if}
</span>
<svg class=" ml-1 h-6 w-6 xs:ml-2 inline-block" viewBox="0 0 20 20" fill="currentColor" style="max-width:40px" aria-hidden="true">
@ -859,7 +872,7 @@ async function popularStrategy(state: string) {
<button on:click={() => {handleChangeValue(newValue)}} class="block w-full border-b border-gray-600 px-4 py-1.5 text-left text-sm sm:text-[1rem] rounded text-white last:border-0 sm:hover:bg-[#27272A]
focus:bg-blue-100 focus:text-gray-900 focus:outline-none">
{ruleCondition[row?.rule] !== undefined ? ruleCondition[row?.rule] : ''} {newValue}{row?.unit}
{ruleCondition[row?.rule] !== undefined ? ruleCondition[row?.rule] : ''} {newValue}
</button>
</DropdownMenu.Item>
{/each}