feature enhancement: add ownership stats to shareholder component

This commit is contained in:
MuslemRahimi 2024-06-22 21:42:30 +02:00
parent 1fd1da0249
commit 40118dee51

View File

@ -1,7 +1,7 @@
<script lang='ts'>
import { Chart } from 'svelte-echarts'
import { shareholderComponent, screenWidth, stockTicker, userRegion, getCache, setCache} from '$lib/store';
import { shareholderComponent, screenWidth, stockTicker, userRegion, getCache, setCache, displayCompanyName} from '$lib/store';
import { formatString } from '$lib/utils';
import { goto } from '$app/navigation';
import { abbreviateNumber } from '$lib/utils';
@ -11,6 +11,14 @@ import Lazy from 'svelte-lazy';
let isLoaded = false;
const usRegion = ['cle1','iad1','pdx1','sfo1'];
let callPercentage;
let putPercentage;
let totalCalls;
let totalPuts;
let latestPutCallRatio;
let putCallRatio;
export let data;
let apiURL;
@ -24,6 +32,7 @@ if (usRegion.includes(value)) {
}
});
let rawData = {};
let shareholderList = []
let optionsPieChart;
let institutionalOwner = 0;
@ -39,8 +48,7 @@ const plotPieChart = () => {
shareholderList = shareholderList?.filter(item => item?.ownership <= 100);
topHolders = 0;
otherOwner = 0;
institutionalOwner = 0;
institutionalOwner = shareholderList?.reduce((total, shareholder) => total + shareholder.ownership, 0);
institutionalOwner = rawData?.ownershipPercent;
otherOwner = institutionalOwner === 0 ? 0 : (100-institutionalOwner);
topHolders = shareholderList?.slice(0,10)?.reduce((total, shareholder) => total + shareholder.ownership, 0);
@ -87,7 +95,7 @@ const getShareholders = async (ticker) => {
// Get cached data for the specific tickerID
const cachedData = getCache(ticker, 'getShareholders');
if (cachedData) {
shareholderList = cachedData;
rawData = cachedData;
} else {
const postData = {'ticker': ticker};
@ -100,13 +108,13 @@ const getShareholders = async (ticker) => {
body: JSON.stringify(postData)
});
shareholderList = await response.json();
rawData = await response.json();
// Cache the data for this specific tickerID with a specific name 'getShareholders'
setCache(ticker, shareholderList, 'getShareholders');
setCache(ticker, rawData, 'getShareholders');
}
if(shareholderList?.length !== 0) {
if(Object?.keys(rawData)?.length !== 0) {
$shareholderComponent = true
}
else {
@ -127,7 +135,14 @@ $: {
];
Promise.all(asyncFunctions)
.then((results) => {
optionsPieChart = plotPieChart()
shareholderList = rawData?.shareholders
totalCalls = rawData?.totalCalls
totalPuts = rawData?.totalPuts;
callPercentage = 100*totalCalls/(totalCalls+totalPuts);
putPercentage = (100- callPercentage)
putCallRatio = rawData?.putCallRatio;
optionsPieChart = plotPieChart()
})
.catch((error) => {
console.error('An error occurred:', error);
@ -174,15 +189,13 @@ $: {
{#if shareholderList?.length !== 0}
<div class="p-3 sm:p-0 mt-2 pb-8 sm:pb-2 rounded-lg bg-[#202020] sm:bg-[#0F0F0F]">
<div class="text-white text-md mt-3">
Who owns the most stocks of the company?
We can break it down into two categories.
As of {new Date(rawData?.date)?.toLocaleString('en-US', { month: 'short', day: 'numeric', year: 'numeric', daySuffix: '2-digit' })},
<span class="font-semibold">{rawData?.investorsHolding}</span> Hedge Funds hold a total of <span class="font-semibold">{abbreviateNumber(rawData?.numberOf13Fshares)}</span> {$displayCompanyName} shares, with a combined investment of <span class="font-semibold">{abbreviateNumber(rawData?.totalInvested, true)}</span>.
</div>
<div class="flex flex-row items-center sm:-mt-5">
<Lazy height={300} fadeOption={{delay: 100, duration: 500}} keep={true}>
<div class="app w-56">
<Chart options={optionsPieChart} class="chart w-full" />
@ -210,13 +223,117 @@ $: {
</div>
</div>
<h1 class="text-white font-semibold text-xl sm:text-2xl mb-3 mt-5 sm:-mt-5">
Top Shareholders
Options Activity
</h1>
<div class="mt-3 text-white text-md">
Hedge Funds are holding {callPercentage > 55 ? 'more Calls Contracts as Puts Contracts, indicating a bullish sentiment.' : callPercentage < 45 ? 'more Puts Contracts as Calls Contracts, indicating a bearish sentiment.' : 'Calls/Puts contracts nearly balanced, indicating a neutral sentiment.'}
</div>
<div class="w-full mt-5 mb-10 m-auto flex justify-center items-center">
<div class="w-full grid grid-cols-2 lg:grid-cols-3 gap-y-3 lg:gap-y-3 gap-x-3 ">
<!--Start Put/Call-->
<div class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 bg-[#262626] shadow-lg rounded-md h-20">
<div class="flex flex-col items-start">
<span class="font-medium text-gray-200 text-sm ">Put/Call</span>
<span class="text-start text-sm sm:text-[1rem] font-medium text-white">
{putCallRatio?.toFixed(3)}
</span>
</div>
<!-- Circular Progress -->
<div class="relative size-14 ml-auto">
<svg class="size-full w-14 h-14" viewBox="0 0 36 36" xmlns="http://www.w3.org/2000/svg">
<!-- Background Circle -->
<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#3E3E3E]" stroke-width="3"></circle>
<!-- Progress Circle inside a group with rotation -->
<g class="origin-center -rotate-90 transform">
<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-blue-500" stroke-width="3" stroke-dasharray="100" stroke-dashoffset={putCallRatio >=1 ? 0 : 100-(putCallRatio*100)?.toFixed(2)}></circle>
</g>
</svg>
<!-- Percentage Text -->
<div class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2">
<span class="text-center text-white text-sm">{putCallRatio?.toFixed(2)}</span>
</div>
</div>
<!-- End Circular Progress -->
</div>
<!--End Put/Call-->
<!--Start Call Flow-->
<div class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 bg-[#262626] shadow-lg rounded-md h-20">
<div class="flex flex-col items-start">
<span class="font-medium text-gray-200 text-sm ">Call Flow</span>
<span class="text-start text-sm sm:text-[1rem] font-medium text-white">
{new Intl.NumberFormat("en", {
minimumFractionDigits: 0,
maximumFractionDigits: 0
}).format(rawData?.totalCalls)}
</span>
</div>
<!-- Circular Progress -->
<div class="relative size-14 ml-auto">
<svg class="size-full w-14 h-14" viewBox="0 0 36 36" xmlns="http://www.w3.org/2000/svg">
<!-- Background Circle -->
<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#3E3E3E]" stroke-width="3"></circle>
<!-- Progress Circle inside a group with rotation -->
<g class="origin-center -rotate-90 transform">
<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#00FC50]" stroke-width="3" stroke-dasharray="100" stroke-dashoffset={100-callPercentage?.toFixed(2)}></circle>
</g>
</svg>
<!-- Percentage Text -->
<div class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2">
<span class="text-center text-white text-sm">{callPercentage?.toFixed(1)}%</span>
</div>
</div>
<!-- End Circular Progress -->
</div>
<!--End Call Flow-->
<!--Start Put Flow-->
<div class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 bg-[#262626] shadow-lg rounded-md h-20">
<div class="flex flex-col items-start">
<span class="font-medium text-gray-200 text-sm ">Put Flow</span>
<span class="text-start text-sm sm:text-[1rem] font-medium text-white">
{new Intl.NumberFormat("en", {
minimumFractionDigits: 0,
maximumFractionDigits: 0
}).format(rawData?.totalPuts)}
</span>
</div>
<!-- Circular Progress -->
<div class="relative size-14 ml-auto">
<svg class="size-full w-14 h-14" viewBox="0 0 36 36" xmlns="http://www.w3.org/2000/svg">
<!-- Background Circle -->
<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#3E3E3E]" stroke-width="3"></circle>
<!-- Progress Circle inside a group with rotation -->
<g class="origin-center -rotate-90 transform">
<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#EE5365]" stroke-width="3" stroke-dasharray="100" stroke-dashoffset={100-putPercentage?.toFixed(2)}></circle>
</g>
</svg>
<!-- Percentage Text -->
<div class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2">
<span class="text-center text-white text-sm">{putPercentage?.toFixed(1)}%</span>
</div>
</div>
<!-- End Circular Progress -->
</div>
<!--End Put Flow-->
</div>
</div>
<h3 class="text-white font-semibold text-xl sm:text-2xl mb-3 mt-5">
Top Shareholders
</h3>
{#if topHolders !== 0}
<span class="text-white text-md">
The top 10 shareholders own {topHolders <= 0.01 ? "< 0.01%" : topHolders?.toFixed(2)+'%'}
The top 10 shareholders own <span class="font-semibold">{topHolders <= 0.01 ? "< 0.01%" : topHolders?.toFixed(2)+'%'}</span>
of the company.
</span>
{/if}