update screener
This commit is contained in:
MuslemRahimi
parent
424c93977a
commit
283709f05e
@ -356,11 +356,11 @@ else {
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</td>
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<td class="text-white text-end text-sm sm:text-[1rem] font-medium whitespace-nowrap">
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{abbreviateNumber(item?.avgWeeklyTradeCount)}
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{abbreviateNumber(Math.floor(item?.avgWeeklyTradeCount))}
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</td>
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<td class="text-white text-end text-sm sm:text-[1rem] font-medium whitespace-nowrap">
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{abbreviateNumber(item?.avgWeeklyShareQuantity)}
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{abbreviateNumber(Math.floor(item?.avgWeeklyShareQuantity))}
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</td>
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<td class="text-white text-end text-sm sm:text-[1rem] font-medium whitespace-nowrap">
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@ -105,7 +105,6 @@ const getStockScreenerData = async (rules) => {
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growthOperatingExpenses: (ruleOfList?.find(item => item.name === "growthOperatingExpense") || { condition: 'above' }).condition,
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operatingIncome: (ruleOfList?.find(item => item.name === "operatingIncome") || { condition: 'above' }).condition,
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growthOperatingIncome: (ruleOfList?.find(item => item.name === "growthOperatingIncome") || { condition: 'above' }).condition,
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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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@ -174,14 +173,13 @@ const getStockScreenerData = async (rules) => {
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{ rule: 'beta', label: 'Beta', category: 'fund'},
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{ rule: 'ebitda', label: 'Earnings Before Interests, Taxes, Depreciation & Amortisation (EBITDA)', category: 'fund'},
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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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{ rule: 'currentRatio', label: 'Current Ratio',category: 'fund' },
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{ rule: 'quickRatio', label: 'Quick Ratio',category: 'fund' },
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{ rule: 'debtEquityRatio', label: 'Debt Equity Ratio',category: 'fund' },
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{ rule: 'debtEquityRatio', label: 'Debt / Equity',category: 'fund' },
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{ rule: 'debtRatio', label: 'Debt Ratio',category: 'fund' },
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{ rule: 'returnOnAssets', label: 'Return on Assets',category: 'fund' },
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{ rule: 'returnOnEquity', label: 'Return on Equity',category: 'fund' },
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@ -258,7 +256,6 @@ const getStockScreenerData = async (rules) => {
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let valuePriceToBookRatio = (ruleOfList?.find(item => item.name === "priceToBookRatio") || { value: 5 }).value;
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let valuePriceToSalesRatio = (ruleOfList?.find(item => item.name === "priceToSalesRatio") || { value: 10 }).value;
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let valueBeta = (ruleOfList?.find(item => item.name === "beta") || { value: 1 }).value;
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let valueESGScore = (ruleOfList?.find(item => item.name === "esgScore") || { value: 60 }).value;
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let valueMarketCap = (ruleOfList?.find(item => item.name === "marketCap") || { value: 50 }).value;
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let valueAnalyst = (ruleOfList?.find(item => item.name === "ratingRecommendation") || { value: 1 }).value;
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let valueRSI = (ruleOfList?.find(item => item.name === "rsi") || { value: 40 }).value;
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@ -339,7 +336,6 @@ const valueMappings = {
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beta: valueBeta,
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ebitda: valueEBITDA,
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growthEBITDA: valueGrowthEBITDA,
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esgScore: valueESGScore,
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marketCap: valueMarketCap,
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rsi: valueRSI,
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stochRSI: valueStochRSI,
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@ -397,7 +393,6 @@ const conditions = {
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beta: ruleCondition.beta,
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ebitda: ruleCondition.ebitda,
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growthEBITDA: ruleCondition.growthEBITDA,
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esgScore: ruleCondition.esgScore,
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marketCap: ruleCondition.marketCap,
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rsi: ruleCondition.rsi,
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stochRSI: ruleCondition.stochRSI,
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@ -608,227 +603,82 @@ async function handleUpdateRule(rule) {
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}
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/*
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$: {
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if (ruleOfList) {
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const ruleToUpdate = ruleOfList?.find(rule => rule.name === ruleName);
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// Check if the rule exists and if the name is in the valueMappings
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if (ruleToUpdate && valueMappings?.hasOwnProperty(ruleToUpdate.name)) {
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// Update the rule's value from the mappings
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ruleToUpdate.value = valueMappings[ruleToUpdate.name];
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ruleToUpdate.condition = ruleCondition[ruleToUpdate.name];
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// Trigger Svelte's reactivity by reassigning the array.
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ruleOfList = [...ruleOfList];
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}
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filteredData = filterStockScreenerData();
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}
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}
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*/
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$: {
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if (ruleOfList) {
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const ruleToUpdate = ruleOfList?.find(rule => rule.name === ruleName);
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const ruleToUpdate = ruleOfList.find(rule => rule.name === ruleName);
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if (ruleToUpdate) {
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switch (ruleToUpdate.name) {
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case 'payoutRatio':
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ruleToUpdate.value = valuePayoutRatio;
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break;
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case 'dividendGrowth':
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ruleToUpdate.value = valueDividendGrowth;
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break;
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case 'dividendYield':
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ruleToUpdate.value = valueDividendYield;
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break;
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case 'annualDividend':
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ruleToUpdate.value = valueAnnualDividend;
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break;
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case 'eps':
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ruleToUpdate.value = valueEPS;
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break;
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case 'growthEPS':
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ruleToUpdate.value = valueGrowthEPS;
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break;
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case 'marketCap':
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ruleToUpdate.value = valueMarketCap;
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break;
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case 'beta':
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ruleToUpdate.value = valueBeta;
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break;
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case 'pe':
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ruleToUpdate.value = valuePE;
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break;
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case 'forwardPE':
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ruleToUpdate.value = valueForwardPE;
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break;
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case 'priceToBookRatio':
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ruleToUpdate.value = valuePriceToBookRatio;
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break;
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case 'priceToSalesRatio':
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ruleToUpdate.value = valuePriceToSalesRatio;
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break;
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case 'interestIncome':
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ruleToUpdate.value = valueInterestIncome;
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break;
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case 'esgScore':
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ruleToUpdate.value = valueESGScore;
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break;
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case 'ratingRecommendation':
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ruleToUpdate.value = valueAnalyst //ruleTrend[ruleName];
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break;
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case 'revenue':
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ruleToUpdate.value = valueRevenue;
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break;
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case 'growthRevenue':
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ruleToUpdate.value = valueGrowthRevenue;
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break;
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case 'ebitda':
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ruleToUpdate.value = valueEBITDA;
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break;
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case 'growthEBITDA':
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ruleToUpdate.value = valueGrowthEBITDA;
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break;
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case 'operatingExpenses':
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ruleToUpdate.value = valueOperatingExpenses;
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break;
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case 'growthOperatingExpenses':
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ruleToUpdate.value = valueGrowthOperatingExpenses;
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break;
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case 'costOfRevenue':
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ruleToUpdate.value = valueCostOfRevenue;
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break;
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case 'growthCostOfRevenue':
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ruleToUpdate.value = valueGrowthCostOfRevenue;
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break;
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case 'costAndExpenses':
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ruleToUpdate.value = valueCostAndExpenses;
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break;
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case 'growthCostAndExpenses':
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ruleToUpdate.value = valueGrowthCostAndExpenses;
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break;
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case 'netIncome':
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ruleToUpdate.value = valueNetIncome;
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break;
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case 'growthNetIncome':
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ruleToUpdate.value = valueGrowthNetIncome;
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break;
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case 'grossProfit':
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ruleToUpdate.value = valueGrossProfit;
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break;
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case 'growthGrossProfit':
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ruleToUpdate.value = valueGrowthGrossProfit;
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break;
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case 'researchAndDevelopmentExpenses':
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ruleToUpdate.value = valueResearchAndDevelopmentExpenses;
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break;
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case 'growthResearchAndDevelopmentExpenses':
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ruleToUpdate.value = valueGrowthResearchAndDevelopmentExpenses;
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break;
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case 'interestExpense':
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ruleToUpdate.value = valueInterestExpenses;
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break;
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case 'growthInterestExpense':
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ruleToUpdate.value = valueGrowthInterestExpenses;
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break;
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case 'operatingIncome':
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ruleToUpdate.value = valueOperatingIncome;
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break;
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case 'growthOperatingIncome':
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ruleToUpdate.value = valueGrowthOperatingIncome;
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break;
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case 'rsi':
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ruleToUpdate.value = valueRSI;
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break;
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case 'stochRSI':
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ruleToUpdate.value = valueStochRSI;
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break;
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case 'mfi':
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ruleToUpdate.value = valueMFI;
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break;
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case 'cci':
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ruleToUpdate.value = valueCCI;
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break;
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case 'atr':
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ruleToUpdate.value = valueATR;
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break;
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case 'sma50':
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ruleToUpdate.value = valueSMA50;
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break;
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case 'sma200':
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ruleToUpdate.value = valueSMA200;
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break;
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case 'ema50':
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ruleToUpdate.value = valueEMA50;
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break;
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case 'ema200':
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ruleToUpdate.value = valueEMA200;
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break;
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case 'change1W':
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ruleToUpdate.value = valueChange1W;
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break;
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case 'change1M':
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ruleToUpdate.value = valueChange1M;
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break;
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case 'change3M':
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ruleToUpdate.value = valueChange3M;
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break;
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case 'change6M':
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ruleToUpdate.value = valueChange6M;
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break;
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case 'change1Y':
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ruleToUpdate.value = valueChange1Y;
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break;
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case 'change3Y':
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ruleToUpdate.value = valueChange3Y;
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case 'avgVolume':
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ruleToUpdate.value = valueAvgVolume;
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break;
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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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case 'currentRatio':
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ruleToUpdate.value = valueCurrentRatio;
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break;
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case 'quickRatio':
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ruleToUpdate.value = valueQuickRatio;
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break;
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case 'debtEquityRatio':
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ruleToUpdate.value = valueDebtEquityRatio;
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break;
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case 'debtRatio':
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ruleToUpdate.value = valueDebtRatio;
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break;
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case 'returnOnAssets':
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ruleToUpdate.value = valueReturnOnAssets;
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break;
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case 'returnOnEquity':
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ruleToUpdate.value = valueReturnOnEquity;
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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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}
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const valueMap = {
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payoutRatio: valuePayoutRatio,
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dividendGrowth: valueDividendGrowth,
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dividendYield: valueDividendYield,
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annualDividend: valueAnnualDividend,
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eps: valueEPS,
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growthEPS: valueGrowthEPS,
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marketCap: valueMarketCap,
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beta: valueBeta,
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pe: valuePE,
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forwardPE: valueForwardPE,
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priceToBookRatio: valuePriceToBookRatio,
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priceToSalesRatio: valuePriceToSalesRatio,
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interestIncome: valueInterestIncome,
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ratingRecommendation: valueAnalyst,
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revenue: valueRevenue,
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growthRevenue: valueGrowthRevenue,
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ebitda: valueEBITDA,
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growthEBITDA: valueGrowthEBITDA,
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operatingExpenses: valueOperatingExpenses,
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growthOperatingExpenses: valueGrowthOperatingExpenses,
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costOfRevenue: valueCostOfRevenue,
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growthCostOfRevenue: valueGrowthCostOfRevenue,
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costAndExpenses: valueCostAndExpenses,
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growthCostAndExpenses: valueGrowthCostAndExpenses,
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netIncome: valueNetIncome,
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growthNetIncome: valueGrowthNetIncome,
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grossProfit: valueGrossProfit,
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growthGrossProfit: valueGrowthGrossProfit,
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researchAndDevelopmentExpenses: valueResearchAndDevelopmentExpenses,
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growthResearchAndDevelopmentExpenses: valueGrowthResearchAndDevelopmentExpenses,
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interestExpense: valueInterestExpenses,
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growthInterestExpense: valueGrowthInterestExpenses,
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operatingIncome: valueOperatingIncome,
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growthOperatingIncome: valueGrowthOperatingIncome,
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rsi: valueRSI,
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stochRSI: valueStochRSI,
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mfi: valueMFI,
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cci: valueCCI,
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atr: valueATR,
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sma50: valueSMA50,
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sma200: valueSMA200,
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ema50: valueEMA50,
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ema200: valueEMA200,
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change1W: valueChange1W,
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change1M: valueChange1M,
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change3M: valueChange3M,
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change6M: valueChange6M,
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change1Y: valueChange1Y,
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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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currentRatio: valueCurrentRatio,
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quickRatio: valueQuickRatio,
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debtEquityRatio: valueDebtEquityRatio,
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debtRatio: valueDebtRatio,
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returnOnAssets: valueReturnOnAssets,
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returnOnEquity: valueReturnOnEquity,
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};
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ruleToUpdate.value = valueMap[ruleToUpdate.name] ?? ruleToUpdate.value;
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ruleToUpdate.condition = ruleCondition[ruleToUpdate.name];
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ruleOfList = [...ruleOfList]; // This is common for all cases, so it's moved out of the switch.
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ruleOfList = [...ruleOfList];
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}
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filteredData = filterStockScreenerData();
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if(ruleOfList?.some(item => item.name === 'ratingRecommendation')) {
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filteredData = filteredData?.filter(item => item?.ratingRecommendation === valueAnalyst)
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if (ruleOfList?.some(item => item?.name === 'ratingRecommendation')) {
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filteredData = filteredData?.filter(item => item?.ratingRecommendation === valueAnalyst);
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}
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}
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}
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@ -2149,31 +1999,7 @@ $: charNumber = $screenWidth < 640 ? 20 : 40;
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<!--Start ESGScore Rule-->
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{#if ruleName === 'esgScore'}
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<div class="w-full max-w-xl text-white font-medium text-sm sm:text-[1rem] flex flex-row justify-center items-center">
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ESG Score {ruleCondition[ruleName]} {valueESGScore}
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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-[#09090B] 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-[#09090B] 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="10" max="100" step="10" bind:value={valueESGScore} class="range range-secondary" />
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</div>
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{/if}
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<!--End ESGScore Rule-->
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<!--Start RSI Rule-->
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{#if ruleName === 'rsi'}
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@ -2505,46 +2331,45 @@ $: charNumber = $screenWidth < 640 ? 20 : 40;
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<!--End Adding Rules-->
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<!--Start Rules Preview -->
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<div id="step-3" class="m-auto w-5/6 bg-[#09090B] sm:ml-10 h-auto max-h-[400px] no-scrollbar overflow-hidden overflow-y-scroll p-5 sm:rounded-lg border-b sm:border sm:hover:border-slate-700 border-slate-800 pb-10">
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<div class="flex flex-row items-center pb-5 sm:pb-0">
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<div class="text-white font-bold text-xl sm:text-2xl flex justify-start items-center">
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{ruleOfList.length} Rules Preview
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</div>
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<label on:click={handleResetAll} class="ml-auto cursor-pointer transition duration-100 bg-purple-600 sm:hover:bg-purple-700 border border-slate-800 py-2 px-3 rounded-lg text-white text-sm">
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Reset All
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<div id="step-3" class="m-auto w-5/6 bg-[#09090B] sm:ml-10 h-auto max-h-[400px] no-scrollbar overflow-hidden overflow-y-scroll p-5 sm:rounded-lg border-b sm:border sm:hover:border-slate-700 border-slate-800 pb-10">
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<div class="flex flex-row items-center pb-5 sm:pb-0">
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<div class="text-white font-bold text-xl sm:text-2xl flex justify-start items-center">
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{ruleOfList.length} Rules Preview
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</div>
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<label on:click={handleResetAll} class="ml-auto cursor-pointer transition duration-100 bg-purple-600 sm:hover:bg-purple-700 border border-slate-800 py-2 px-3 rounded-lg text-white text-sm">
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Reset All
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</label>
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</div>
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{#if ruleOfList.length === 0}
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<div class="text-slate-300 font-medium text-sm sm:text-md flex flex-row justify-start items-center mt-4">
|
||||
<svg class="w-3 h-3 sm:w-4 sm:h-4 inline-block mr-2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20"><path fill="#ffcc4d" d="M19.59 15.86L12.007 1.924C11.515 1.011 10.779.5 9.989.5c-.79 0-1.515.521-2.016 1.434L.409 15.861c-.49.901-.544 1.825-.138 2.53c.405.707 1.216 1.109 2.219 1.109h15.02c1.003 0 1.814-.402 2.22-1.108c.405-.706.351-1.619-.14-2.531ZM10 4.857c.395 0 .715.326.715.728v6.583c0 .402-.32.728-.715.728a.721.721 0 0 1-.715-.728V5.584c0-.391.32-.728.715-.728Zm0 11.624c-.619 0-1.11-.51-1.11-1.14c0-.63.502-1.141 1.11-1.141c.619 0 1.11.51 1.11 1.14c0 .63-.502 1.141-1.11 1.141Z"/></svg>
|
||||
At least 1 rule is required
|
||||
</div>
|
||||
|
||||
{:else}
|
||||
|
||||
{#each ruleOfList as rule}
|
||||
<div class="flex flex-row mt-4">
|
||||
|
||||
<label on:click={() => handleUpdateRule(rule)} class=" cursor-pointer text-slate-300 sm:font-medium text-sm sm:text-md">
|
||||
|
||||
<svg class="flex-shrink-0 w-5 h-5 sm:w-6 sm:h-6 text-green-400 inline-block" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M16.707 5.293a1 1 0 010 1.414l-8 8a1 1 0 01-1.414 0l-4-4a1 1 0 011.414-1.414L8 12.586l7.293-7.293a1 1 0 011.414 0z" clip-rule="evenodd"></path></svg>
|
||||
|
||||
{ruleMappings[rule.name] || rule.name} · {formatRuleValue(rule)}
|
||||
</label>
|
||||
|
||||
<label on:click={() => handleDeleteRule(rule.name)} class="text-sm text-[#FF3131] cursor-pointer ml-auto sm:ml-0">
|
||||
<svg class="h-6 w-6 ml-2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path fill="currentColor" d="M7 21q-.825 0-1.413-.588T5 19V6q-.425 0-.713-.288T4 5q0-.425.288-.713T5 4h4q0-.425.288-.713T10 3h4q.425 0 .713.288T15 4h4q.425 0 .713.288T20 5q0 .425-.288.713T19 6v13q0 .825-.588 1.413T17 21H7ZM7 6v13h10V6H7Zm2 10q0 .425.288.713T10 17q.425 0 .713-.288T11 16V9q0-.425-.288-.713T10 8q-.425 0-.713.288T9 9v7Zm4 0q0 .425.288.713T14 17q.425 0 .713-.288T15 16V9q0-.425-.288-.713T14 8q-.425 0-.713.288T13 9v7ZM7 6v13V6Z"/></svg>
|
||||
</label>
|
||||
</div>
|
||||
{#if ruleOfList.length === 0}
|
||||
<div class="text-slate-300 font-medium text-sm sm:text-md flex flex-row justify-start items-center mt-4">
|
||||
<svg class="w-3 h-3 sm:w-4 sm:h-4 inline-block mr-2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20"><path fill="#ffcc4d" d="M19.59 15.86L12.007 1.924C11.515 1.011 10.779.5 9.989.5c-.79 0-1.515.521-2.016 1.434L.409 15.861c-.49.901-.544 1.825-.138 2.53c.405.707 1.216 1.109 2.219 1.109h15.02c1.003 0 1.814-.402 2.22-1.108c.405-.706.351-1.619-.14-2.531ZM10 4.857c.395 0 .715.326.715.728v6.583c0 .402-.32.728-.715.728a.721.721 0 0 1-.715-.728V5.584c0-.391.32-.728.715-.728Zm0 11.624c-.619 0-1.11-.51-1.11-1.14c0-.63.502-1.141 1.11-1.141c.619 0 1.11.51 1.11 1.14c0 .63-.502 1.141-1.11 1.141Z"/></svg>
|
||||
At least 1 rule is required
|
||||
</div>
|
||||
|
||||
{:else}
|
||||
|
||||
{#each ruleOfList as rule}
|
||||
<div class="flex flex-row mt-4">
|
||||
|
||||
<label on:click={() => handleUpdateRule(rule)} class=" cursor-pointer text-slate-300 sm:font-medium text-sm sm:text-md">
|
||||
|
||||
<svg class="flex-shrink-0 w-5 h-5 sm:w-6 sm:h-6 text-green-400 inline-block" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M16.707 5.293a1 1 0 010 1.414l-8 8a1 1 0 01-1.414 0l-4-4a1 1 0 011.414-1.414L8 12.586l7.293-7.293a1 1 0 011.414 0z" clip-rule="evenodd"></path></svg>
|
||||
|
||||
{ruleMappings[rule.name] || rule.name} · {formatRuleValue(rule)}
|
||||
</label>
|
||||
|
||||
<label on:click={() => handleDeleteRule(rule.name)} class="text-sm text-[#FF3131] cursor-pointer ml-auto sm:ml-0">
|
||||
<svg class="h-6 w-6 ml-2" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path fill="currentColor" d="M7 21q-.825 0-1.413-.588T5 19V6q-.425 0-.713-.288T4 5q0-.425.288-.713T5 4h4q0-.425.288-.713T10 3h4q.425 0 .713.288T15 4h4q.425 0 .713.288T20 5q0 .425-.288.713T19 6v13q0 .825-.588 1.413T17 21H7ZM7 6v13h10V6H7Zm2 10q0 .425.288.713T10 17q.425 0 .713-.288T11 16V9q0-.425-.288-.713T10 8q-.425 0-.713.288T9 9v7Zm4 0q0 .425.288.713T14 17q.425 0 .713-.288T15 16V9q0-.425-.288-.713T14 8q-.425 0-.713.288T13 9v7ZM7 6v13V6Z"/></svg>
|
||||
</label>
|
||||
</div>
|
||||
{/each}
|
||||
{/if}
|
||||
</div>
|
||||
|
||||
<!--End Rules Preview-->
|
||||
{/each}
|
||||
{/if}
|
||||
</div>
|
||||
|
||||
<!--End Rules Preview-->
|
||||
|
||||
</div>
|
||||
<!--End Build Strategy-->
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user