update chart
This commit is contained in:
MuslemRahimi
parent
b92dd0eaed
commit
822de3a98a
@ -9,6 +9,7 @@
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export let filterRule = "annual";
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export let statementConfig;
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export let processedData = null; // Accept pre-processed data
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export let color = "#fff";
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let config = null;
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let isLoaded = false;
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@ -102,8 +103,10 @@
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{
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name: labelName,
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data: valueList,
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color: "#fff",
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color: color,
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borderColor: color,
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borderRadius: "1px",
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animation: false,
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},
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],
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};
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@ -121,7 +124,7 @@
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try {
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// Add a small delay to ensure the loading state is visible
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await new Promise((resolve) => setTimeout(resolve, 300));
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await new Promise((resolve) => setTimeout(resolve, 100));
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const { xList, valueList, labelName } = processedData[displayStatement];
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return getChartOptions(xList, valueList, labelName);
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@ -159,7 +162,7 @@
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<span class="loading loading-bars loading-sm"></span>
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</div>
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{:else}
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<Lazy fadeOption={{ delay: 50, duration: 100 }} keep={true}>
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<Lazy fadeOption={{ delay: 50, duration: 50 }} keep={true}>
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<div
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class="border border-gray-800 rounded w-full"
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use:highcharts={config}
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@ -45,7 +45,7 @@
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}
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</script>
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<section class="w-full overflow-hidden min-h-screen">
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<section class="w-full overflow-hidden">
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<div class="w-full overflow-hidden m-auto">
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<div class="sm:p-0 flex justify-center w-full m-auto overflow-hidden">
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<div
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@ -5,7 +5,7 @@ import { loginUserSchema, registerUserSchema } from "$lib/schemas";
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export const load = async ({ locals, params }) => {
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const getIncomeStatement = async () => {
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const getData = async () => {
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const { apiKey, apiURL } = locals;
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const postData = {
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ticker: params.tickerID,
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@ -28,7 +28,7 @@ export const load = async ({ locals, params }) => {
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// Make sure to return a promise
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return {
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getIncomeStatement: await getIncomeStatement(),
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getData: await getData(),
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};
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};
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@ -20,7 +20,7 @@
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let tableList = [];
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let processedData = {};
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let income = [];
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let financialData = [];
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let fullStatement = [];
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let filterRule = "annual";
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let displayStatement = "revenue";
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@ -192,7 +192,7 @@
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}
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};
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fullStatement = data?.getIncomeStatement;
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fullStatement = data?.getData;
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displayStatement = "revenue";
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const exportFundamentalData = (format = "csv") => {
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@ -263,8 +263,8 @@
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// Precompute xList from income (reverse order)
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const xList = [];
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for (let i = income.length - 1; i >= 0; i--) {
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const statement = income[i];
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for (let i = financialData.length - 1; i >= 0; i--) {
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const statement = financialData[i];
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const year = statement.calendarYear.slice(-2);
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const quarter = statement.period;
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xList.push(
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@ -279,9 +279,9 @@
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if (!config) return;
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const valueList = [];
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// Loop through income in reverse to match xList order
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for (let i = income.length - 1; i >= 0; i--) {
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const statement = income[i];
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// Loop through financialData in reverse to match xList order
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for (let i = financialData.length - 1; i >= 0; i--) {
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const statement = financialData[i];
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const rawValue = Number(statement[config.propertyName]);
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// Round to two decimals
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const value = parseFloat(rawValue.toFixed(2));
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@ -296,7 +296,7 @@
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});
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// Build tableList once for all charts and sort by date (newest first)
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tableList = income.map((statement) => ({
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tableList = financialData.map((statement) => ({
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date: statement.date,
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// Add more properties if needed
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}));
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@ -308,19 +308,19 @@
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if ($timeFrame || activeIdx) {
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if (activeIdx === 0) {
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filterRule = "annual";
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fullStatement = data?.getIncomeStatement?.annual;
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fullStatement = data?.getData?.annual;
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} else {
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filterRule = "quarterly";
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fullStatement = data?.getIncomeStatement?.quarter;
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fullStatement = data?.getData?.quarter;
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}
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income = filterStatement(fullStatement, $timeFrame);
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financialData = filterStatement(fullStatement, $timeFrame);
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preprocessFinancialData();
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}
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}
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</script>
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<SEO
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title={`${$displayCompanyName} (${$stockTicker}) Financials - Income Statement · Stocknear`}
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title={`${$displayCompanyName} (${$stockTicker}) Financials - Income Statement`}
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description={`Detailed annual and timeFramely income statement for ${$displayCompanyName} (${$stockTicker}). See many years of revenue, expenses and profits or losses.`}
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/>
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@ -390,7 +390,7 @@
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</div>
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<div class="grid grid-cols-1 gap-2">
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{#if income?.length > 0}
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{#if financialData?.length > 0}
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<div
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class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
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>
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@ -497,11 +497,14 @@
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<div class="grid gap-5 xs:gap-6 lg:grid-cols-3 lg:gap-3">
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{#each fields as item, i}
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<FinancialChart
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data={income}
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data={financialData}
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{statementConfig}
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displayStatement={item?.key}
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{filterRule}
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{processedData}
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color={["#e5009d", "#9203e8", "#ff0831", "#6100ff"][
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i % 4
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]}
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/>
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{/each}
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</div>
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@ -518,7 +521,7 @@
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class="text-start bg-default text-white text-sm font-semibold pr-10"
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>Year</td
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>
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{#each income as cash}
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{#each financialData as cash}
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{#if filterRule === "annual"}
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<td
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class="bg-default font-semibold text-sm text-end"
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@ -540,7 +543,7 @@
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</thead>
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<tbody>
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<!-- row -->
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<FinancialTable data={income} {fields} />
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<FinancialTable data={financialData} {fields} />
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</tbody>
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</table>
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</div>
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@ -1,7 +1,7 @@
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import { getCache, setCache } from "$lib/store";
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export const load = async ({ locals, params }) => {
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const getBalanceSheetStatement = async () => {
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const getData = async () => {
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const { apiKey, apiURL } = locals;
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const postData = {
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ticker: params.tickerID,
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@ -24,6 +24,6 @@ export const load = async ({ locals, params }) => {
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// Make sure to return a promise
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return {
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getBalanceSheetStatement: await getBalanceSheetStatement(),
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getData: await getData(),
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};
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};
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@ -1,36 +1,29 @@
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<script lang="ts">
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import { Chart } from "svelte-echarts";
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import {
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coolMode,
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timeFrame,
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displayCompanyName,
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stockTicker,
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coolMode,
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timeFrame,
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} from "$lib/store";
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import { removeCompanyStrings } from "$lib/utils";
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import * as DropdownMenu from "$lib/components/shadcn/dropdown-menu/index.js";
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import { Button } from "$lib/components/shadcn/button/index.js";
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import { abbreviateNumber, removeCompanyStrings } from "$lib/utils";
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import { goto } from "$app/navigation";
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//import * as XLSX from 'xlsx';
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import FinancialTable from "$lib/components/FinancialTable.svelte";
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import { init, use } from "echarts/core";
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import { LineChart, BarChart } from "echarts/charts";
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import { GridComponent, TooltipComponent } from "echarts/components";
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import { CanvasRenderer } from "echarts/renderers";
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import Infobox from "$lib/components/Infobox.svelte";
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import FinancialChart from "$lib/components/FinancialChart.svelte";
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import { goto } from "$app/navigation";
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import SEO from "$lib/components/SEO.svelte";
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use([LineChart, BarChart, GridComponent, TooltipComponent, CanvasRenderer]);
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export let data;
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let balanceSheet = [];
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let fullStatement = [];
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let isLoaded = true;
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let tableList = [];
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let filterRule = "annual";
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let optionsData;
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let processedData = {};
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let displayStatement = "cashAndCashEquivalents";
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let financialData = [];
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let fullStatement = [];
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let filterRule = "annual";
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let displayStatement = "revenue";
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let activeIdx = 0;
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@ -212,140 +205,10 @@
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label: item.label,
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key: item.propertyName,
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}));
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function toggleMode() {
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$coolMode = !$coolMode;
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}
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function changeStatement(event) {
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displayStatement = event.target.value;
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}
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function normalizer(value) {
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if (Math?.abs(value) >= 1e18) {
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return { unit: "Q", denominator: 1e18 };
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} else if (Math?.abs(value) >= 1e12) {
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return { unit: "T", denominator: 1e12 };
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} else if (Math?.abs(value) >= 1e9) {
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return { unit: "B", denominator: 1e9 };
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} else if (Math?.abs(value) >= 1e6) {
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return { unit: "M", denominator: 1e6 };
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} else if (Math?.abs(value) >= 1e5) {
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return { unit: "K", denominator: 1e5 };
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} else {
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return { unit: "", denominator: 1 };
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}
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}
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function plotData() {
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let labelName = "-";
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let xList = [];
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let valueList = [];
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tableList = [];
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const index = statementConfig?.findIndex(
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(item) => item?.propertyName === displayStatement,
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);
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for (let i = balanceSheet?.length - 1; i >= 0; i--) {
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const statement = balanceSheet[i];
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const year = statement?.calendarYear?.slice(-2);
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const quarter = statement?.period;
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// Determine the label based on filterRule
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if (filterRule === "annual") {
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xList.push("FY" + year);
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} else {
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xList.push("FY" + year + " " + quarter);
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}
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// Calculate the value and growth
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const value = Number(
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statement[statementConfig[index]?.propertyName],
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)?.toFixed(2);
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valueList.push(value);
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// Add the entry to tableList
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tableList.push({
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date: statement?.date,
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value: value,
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});
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}
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//sort tableList by date
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tableList?.sort((a, b) => new Date(b?.date) - new Date(a?.date));
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labelName = statementConfig[index]?.label;
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const { unit, denominator } = normalizer(Math.max(...valueList) ?? 0);
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const options = {
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animation: false,
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grid: {
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left: "0%",
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right: "0%",
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bottom: "2%",
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top: "10%",
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containLabel: true,
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},
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xAxis: {
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axisLabel: {
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color: "#fff",
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},
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data: xList,
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type: "category",
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},
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yAxis: [
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{
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type: "value",
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splitLine: {
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show: false, // Disable x-axis grid lines
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},
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axisLabel: {
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show: false, // Hide y-axis labels
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},
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},
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],
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series: [
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{
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name: labelName,
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data: valueList,
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type: "bar",
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smooth: true,
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itemStyle: {
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color: "#fff",
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},
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},
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],
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tooltip: {
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trigger: "axis",
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hideDelay: 100,
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borderColor: "#969696", // Black border color
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borderWidth: 1, // Border width of 1px
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backgroundColor: "#313131", // Optional: Set background color for contrast
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textStyle: {
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color: "#fff", // Optional: Text color for better visibility
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},
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formatter: function (params) {
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const date = params[0].name; // Get the date from the x-axis value
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// Return the tooltip content
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return `${date}<br/> ${
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statementConfig?.find(
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(item) => item?.propertyName === displayStatement,
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)?.label
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}: ${abbreviateNumber(params[0].value)}`;
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},
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},
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};
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return options;
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}
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fullStatement = data?.getBalanceSheetStatement;
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displayStatement = "cashAndCashEquivalents";
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const getCurrentYear = () => new Date()?.getFullYear();
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const filterStatement = (fullStatement, timeFrame) => {
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@ -365,6 +228,9 @@
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}
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};
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fullStatement = data?.getData;
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displayStatement = "revenue";
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const exportFundamentalData = (format = "csv") => {
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if (data?.user?.tier === "Pro") {
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const data = fullStatement;
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@ -408,488 +274,331 @@
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a.href = url;
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a.download =
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$stockTicker.toLowerCase() +
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`${filterRule === "annual" ? "_annual" : "_quarter"}_cashflow_statement.csv`;
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`${filterRule === "annual" ? "_annual" : "_quarter"}_balance_sheet_statement.csv`;
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document.body.appendChild(a);
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a.click();
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document.body.removeChild(a);
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URL.revokeObjectURL(url);
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} /*else if (format.toLowerCase() === "excel") {
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const worksheet = XLSX.utils.aoa_to_sheet(rows);
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const workbook = XLSX.utils.book_new();
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XLSX.utils.book_append_sheet(workbook, worksheet, "Ratios Statement");
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XLSX.writeFile(
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workbook,
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`${$stockTicker.toLowerCase()}-ratios-statement.xlsx`,
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);
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}
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*/
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}
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} else {
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goto("/pricing");
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}
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};
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// Pre-process all data once instead of in each component
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function preprocessFinancialData() {
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processedData = {};
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// Precompute mapping from propertyName to config for quick lookup
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const configMap = {};
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statementConfig.forEach((item) => {
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if (item && item.propertyName) {
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configMap[item.propertyName] = item;
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}
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});
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const xList = [];
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for (let i = financialData.length - 1; i >= 0; i--) {
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const statement = financialData[i];
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const year = statement.calendarYear.slice(-2);
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const quarter = statement.period;
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xList.push(
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filterRule === "annual" ? "FY" + year : "FY" + year + " " + quarter,
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);
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}
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// Process each field using precomputed config and xList
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fields.forEach((field) => {
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const statementKey = field.key;
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const config = configMap[statementKey];
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if (!config) return;
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const valueList = [];
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// Loop through financialData in reverse to match xList order
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for (let i = financialData.length - 1; i >= 0; i--) {
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const statement = financialData[i];
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const rawValue = Number(statement[config.propertyName]);
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// Round to two decimals
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const value = parseFloat(rawValue.toFixed(2));
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valueList.push(value);
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}
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processedData[statementKey] = {
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xList, // re-use the precomputed labels
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valueList,
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labelName: config.label,
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};
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});
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// Build tableList once for all charts and sort by date (newest first)
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tableList = financialData.map((statement) => ({
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date: statement.date,
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// Add more properties if needed
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}));
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tableList.sort((a, b) => new Date(b.date) - new Date(a.date));
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}
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$: {
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if ($timeFrame || displayStatement || activeIdx) {
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if ($timeFrame || activeIdx) {
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if (activeIdx === 0) {
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filterRule = "annual";
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fullStatement = data?.getBalanceSheetStatement?.annual;
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fullStatement = data?.getData?.annual;
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} else {
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filterRule = "quarterly";
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fullStatement = data?.getBalanceSheetStatement?.quarter;
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fullStatement = data?.getData?.quarter;
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}
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balanceSheet = filterStatement(fullStatement, $timeFrame);
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if ($coolMode === true) {
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optionsData = plotData();
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}
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}
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}
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function generateStatementInfoHTML() {
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if ($coolMode) {
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const statementText = statementConfig?.find(
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(item) => item?.propertyName === displayStatement,
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)?.text;
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return `<span>${statementText || ""}</span>`;
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} else if (balanceSheet?.length > 0) {
|
||||
return `
|
||||
<span>
|
||||
Get detailed breakdowns of the balance-sheet with total debts, total investments, and much more.
|
||||
</span>
|
||||
`;
|
||||
} else {
|
||||
return `
|
||||
<span>
|
||||
No financial data available for ${$displayCompanyName}.
|
||||
</span>
|
||||
`;
|
||||
}
|
||||
}
|
||||
|
||||
let htmlOutput = null;
|
||||
$: {
|
||||
if ($coolMode || displayStatement) {
|
||||
htmlOutput = generateStatementInfoHTML();
|
||||
financialData = filterStatement(fullStatement, $timeFrame);
|
||||
preprocessFinancialData();
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<SEO
|
||||
title={`${$displayCompanyName} (${$stockTicker}) Balance Sheet · Stocknear`}
|
||||
title={`${$displayCompanyName} (${$stockTicker}) Balance Sheet`}
|
||||
description={`Detailed balance sheet for ${$displayCompanyName} (${$stockTicker}), including cash, debt, assets, liabilities, and book value.`}
|
||||
/>
|
||||
|
||||
<section class="bg-default overflow-hidden text-white h-full w-full">
|
||||
<section class="bg-default w-full overflow-hidden text-white h-full">
|
||||
<div
|
||||
class="flex justify-center w-full m-auto h-full overflow-hidden mt-4 sm:mt-0"
|
||||
class="w-full flex justify-center w-full sm-auto h-full overflow-hidden mt-4 sm:mt-0"
|
||||
>
|
||||
<div
|
||||
class="relative flex justify-center items-center overflow-hidden w-full"
|
||||
class="w-full relative flex justify-center items-center overflow-hidden"
|
||||
>
|
||||
<main class="w-full">
|
||||
<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0">
|
||||
<div class="mb-3">
|
||||
<h1 class="text-xl sm:text-2xl text-white font-bold">
|
||||
{removeCompanyStrings($displayCompanyName)} Balance Sheet
|
||||
</h1>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 gap-2">
|
||||
{#if balanceSheet?.length > 0}
|
||||
{#if isLoaded}
|
||||
<main class="w-full">
|
||||
<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0">
|
||||
<div
|
||||
class="mb-3 flex flex-col sm:flex-row items-center justify-between"
|
||||
>
|
||||
<h1 class="text-xl sm:text-2xl text-white font-bold">
|
||||
{removeCompanyStrings($displayCompanyName)} Income Statement
|
||||
</h1>
|
||||
<div
|
||||
class="inline-flex justify-center w-full rounded-md sm:w-auto sm:ml-auto mt-3 mb-6"
|
||||
class="mt-3 sm:mt-0 mb-2 sm:mb-0 bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1"
|
||||
>
|
||||
<div
|
||||
class="bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1 mt-4"
|
||||
>
|
||||
{#each tabs as item, i}
|
||||
{#if data?.user?.tier !== "Pro" && i > 0}
|
||||
<button
|
||||
on:click={() => goto("/pricing")}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
|
||||
>
|
||||
<span class="relative text-sm block font-semibold">
|
||||
{item.title}
|
||||
<svg
|
||||
class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
</span>
|
||||
</button>
|
||||
{:else}
|
||||
<button
|
||||
on:click={() => (activeIdx = i)}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
|
||||
i
|
||||
? 'z-0'
|
||||
: ''} "
|
||||
>
|
||||
{#if activeIdx === i}
|
||||
<div
|
||||
class="absolute inset-0 rounded-md bg-[#fff]"
|
||||
></div>
|
||||
{/if}
|
||||
<span
|
||||
class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
|
||||
i
|
||||
? 'text-black'
|
||||
: 'text-white'}"
|
||||
{#each tabs as item, i}
|
||||
{#if data?.user?.tier !== "Pro" && i > 0}
|
||||
<button
|
||||
on:click={() => goto("/pricing")}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
|
||||
>
|
||||
<span class="relative text-sm block font-semibold">
|
||||
{item.title}
|
||||
<svg
|
||||
class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
{item.title}
|
||||
</span>
|
||||
</button>
|
||||
{/if}
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div
|
||||
class="mb-6 sm:mb-3 flex flex-row items-center w-full justify-end sm:justify-center mt-3 sm:mt-0"
|
||||
>
|
||||
<label
|
||||
class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
|
||||
>
|
||||
<input
|
||||
on:click={toggleMode}
|
||||
type="checkbox"
|
||||
checked={$coolMode}
|
||||
value={$coolMode}
|
||||
class="sr-only peer"
|
||||
/>
|
||||
<div
|
||||
class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
|
||||
></div>
|
||||
{#if $coolMode}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Cool Mode
|
||||
</span>
|
||||
</span>
|
||||
</button>
|
||||
{:else}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Boring Mode
|
||||
</span>
|
||||
<button
|
||||
on:click={() => (activeIdx = i)}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
|
||||
i
|
||||
? 'z-0'
|
||||
: ''} "
|
||||
>
|
||||
{#if activeIdx === i}
|
||||
<div
|
||||
class="absolute inset-0 rounded-md bg-[#fff]"
|
||||
></div>
|
||||
{/if}
|
||||
<span
|
||||
class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
|
||||
i
|
||||
? 'text-black'
|
||||
: 'text-white'}"
|
||||
>
|
||||
{item.title}
|
||||
</span>
|
||||
</button>
|
||||
{/if}
|
||||
</label>
|
||||
|
||||
<div class="flex flex-row items-center w-fit sm:ml-auto">
|
||||
<div class="relative inline-block text-left grow">
|
||||
<DropdownMenu.Root>
|
||||
<DropdownMenu.Trigger asChild let:builder>
|
||||
<Button
|
||||
builders={[builder]}
|
||||
class="w-full border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">{$timeFrame}</span>
|
||||
<svg
|
||||
class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
|
||||
viewBox="0 0 20 20"
|
||||
fill="currentColor"
|
||||
style="max-width:40px"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
fill-rule="evenodd"
|
||||
d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
|
||||
clip-rule="evenodd"
|
||||
></path>
|
||||
</svg>
|
||||
</Button>
|
||||
</DropdownMenu.Trigger>
|
||||
<DropdownMenu.Content
|
||||
class="w-56 h-fit max-h-72 overflow-y-auto scroller"
|
||||
>
|
||||
<DropdownMenu.Label class="text-gray-400">
|
||||
Select time frame
|
||||
</DropdownMenu.Label>
|
||||
<DropdownMenu.Separator />
|
||||
<DropdownMenu.Group>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "5Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
5 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "10Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
10 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "MAX")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
Max
|
||||
</DropdownMenu.Item>
|
||||
</DropdownMenu.Group>
|
||||
</DropdownMenu.Content>
|
||||
</DropdownMenu.Root>
|
||||
</div>
|
||||
<Button
|
||||
on:click={() => exportFundamentalData("csv")}
|
||||
class="ml-2 w-fit border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">Download</span>
|
||||
<svg
|
||||
class="{data?.user?.tier === 'Pro'
|
||||
? 'hidden'
|
||||
: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
</Button>
|
||||
</div>
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{#if $coolMode}
|
||||
<div class="sm:w-full">
|
||||
<div class="relative">
|
||||
<select
|
||||
class="w-40 select select-bordered select-sm p-0 pl-5 overflow-y-auto bg-secondary"
|
||||
on:change={changeStatement}
|
||||
<div class="grid grid-cols-1 gap-2">
|
||||
{#if financialData?.length > 0}
|
||||
<div
|
||||
class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
|
||||
>
|
||||
<label
|
||||
class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
|
||||
>
|
||||
<input
|
||||
on:click={toggleMode}
|
||||
type="checkbox"
|
||||
checked={$coolMode}
|
||||
value={$coolMode}
|
||||
class="sr-only peer"
|
||||
/>
|
||||
<div
|
||||
class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
|
||||
></div>
|
||||
{#if $coolMode}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Chart Mode
|
||||
</span>
|
||||
{:else}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Table Mode
|
||||
</span>
|
||||
{/if}
|
||||
</label>
|
||||
|
||||
<div class="flex flex-row items-center w-fit sm:ml-auto">
|
||||
<div class="relative inline-block text-left grow">
|
||||
<DropdownMenu.Root>
|
||||
<DropdownMenu.Trigger asChild let:builder>
|
||||
<Button
|
||||
builders={[builder]}
|
||||
class="w-full border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">{$timeFrame}</span
|
||||
>
|
||||
<svg
|
||||
class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
|
||||
viewBox="0 0 20 20"
|
||||
fill="currentColor"
|
||||
style="max-width:40px"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
fill-rule="evenodd"
|
||||
d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
|
||||
clip-rule="evenodd"
|
||||
></path>
|
||||
</svg>
|
||||
</Button>
|
||||
</DropdownMenu.Trigger>
|
||||
<DropdownMenu.Content
|
||||
class="w-56 h-fit max-h-72 overflow-y-auto scroller"
|
||||
>
|
||||
<DropdownMenu.Label class="text-gray-400">
|
||||
Select time frame
|
||||
</DropdownMenu.Label>
|
||||
<DropdownMenu.Separator />
|
||||
<DropdownMenu.Group>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "5Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
5 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "10Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
10 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "MAX")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
Max
|
||||
</DropdownMenu.Item>
|
||||
</DropdownMenu.Group>
|
||||
</DropdownMenu.Content>
|
||||
</DropdownMenu.Root>
|
||||
</div>
|
||||
<Button
|
||||
on:click={() => exportFundamentalData("csv")}
|
||||
class="ml-2 w-fit border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<option disabled>Choose an Income Variable</option>
|
||||
<option value="cashAndCashEquivalents" selected
|
||||
>Cash & Equivalents</option
|
||||
<span class="truncate text-white">Download</span>
|
||||
<svg
|
||||
class="{data?.user?.tier === 'Pro'
|
||||
? 'hidden'
|
||||
: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
<option value="shortTermInvestments"
|
||||
>Short-Term Investments</option
|
||||
>
|
||||
<option value="longTermInvestments"
|
||||
>Long-Term Investments</option
|
||||
>
|
||||
<option value="otherNonCurrentAssets"
|
||||
>Other Long-Term Assets</option
|
||||
>
|
||||
<option value="netReceivables">Receivables</option>
|
||||
<option value="inventory">Inventory</option>
|
||||
<option value="otherCurrentAssets"
|
||||
>Other Current Assets</option
|
||||
>
|
||||
<option value="totalCurrentAssets"
|
||||
>Total Current Assets</option
|
||||
>
|
||||
<option value="propertyPlantEquipmentNet"
|
||||
>Property, Plant & Equipment</option
|
||||
>
|
||||
<option value="goodwillAndIntangibleAssets"
|
||||
>Goodwill & Intangibles</option
|
||||
>
|
||||
<option value="totalNonCurrentAssets"
|
||||
>Total Long-Term Assets</option
|
||||
>
|
||||
<option value="totalAssets">Total Assets</option>
|
||||
<option value="accountPayables">Account Payables</option>
|
||||
<option value="deferredRevenue">Deferred Revenue</option>
|
||||
<option value="shortTermDebt">Short-Term Debt</option>
|
||||
<option value="otherCurrentLiabilities"
|
||||
>Other Current Liabilities</option
|
||||
>
|
||||
<option value="totalCurrentLiabilities"
|
||||
>Total Current Liabilities</option
|
||||
>
|
||||
<option value="longTermDebt">Long-Term Debt</option>
|
||||
<option value="otherNonCurrentLiabilities"
|
||||
>Other Long-Term Liabilities</option
|
||||
>
|
||||
<option value="totalNonCurrentLiabilities"
|
||||
>Total Long-Term Liabilities</option
|
||||
>
|
||||
<option value="totalLiabilities">Total Liabilities</option
|
||||
>
|
||||
<option value="totalDebt">Total Debt</option>
|
||||
<option value="commonStock">Common Stock</option>
|
||||
<option value="retainedEarnings">Retained Earnigns</option
|
||||
>
|
||||
<option value="accumulatedOtherComprehensiveIncomeLoss"
|
||||
>Comprehensive Income</option
|
||||
>
|
||||
<option value="totalStockholdersEquity"
|
||||
>Shareholders' Equity</option
|
||||
>
|
||||
<option value="totalInvestments">Total Investments</option
|
||||
>
|
||||
</select>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="app w-full">
|
||||
<Chart {init} options={optionsData} class="chart" />
|
||||
</div>
|
||||
|
||||
<h2 class="mt-5 text-2xl text-gray-200 font-semibold">
|
||||
{statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label} History
|
||||
</h2>
|
||||
|
||||
<div class="w-full overflow-x-scroll">
|
||||
<table
|
||||
class="table table-sm table-compact bg-table border border-gray-800 rounded-md w-full m-auto mt-4"
|
||||
{#if $coolMode}
|
||||
<div class="grid gap-5 xs:gap-6 lg:grid-cols-3 lg:gap-3">
|
||||
{#each fields as item, i}
|
||||
<FinancialChart
|
||||
data={financialData}
|
||||
{statementConfig}
|
||||
displayStatement={item?.key}
|
||||
{filterRule}
|
||||
{processedData}
|
||||
color={["#e5009d", "#9203e8", "#ff0831", "#6100ff"][
|
||||
i % 4
|
||||
]}
|
||||
/>
|
||||
{/each}
|
||||
</div>
|
||||
{:else}
|
||||
<div
|
||||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr>
|
||||
<th
|
||||
class="text-white font-semibold text-start text-sm sm:text-[1rem]"
|
||||
>{filterRule === "annual"
|
||||
? "Fiscal Year End"
|
||||
: "Quarter Ends"}</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>{statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label}</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>Change</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>Growth</th
|
||||
>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{#each tableList as item, index}
|
||||
<!-- row -->
|
||||
<tr class="odd:bg-odd border-b border-gray-800">
|
||||
<table
|
||||
class="table table-sm bg-table border border-gray-800 table-compact w-full"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="text-white">
|
||||
<td
|
||||
class="text-white font-medium text-sm sm:text-[1rem] whitespace-nowrap"
|
||||
class="text-start bg-default text-white text-sm font-semibold pr-10"
|
||||
>Year</td
|
||||
>
|
||||
{item?.date}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] text-right whitespace-nowrap"
|
||||
>
|
||||
{@html abbreviateNumber(item?.value, false, true)}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] whitespace-nowrap font-medium text-end"
|
||||
>
|
||||
{@html item?.value - tableList[index + 1]?.value !==
|
||||
0
|
||||
? abbreviateNumber(
|
||||
(
|
||||
item?.value - tableList[index + 1]?.value
|
||||
)?.toFixed(2),
|
||||
false,
|
||||
true,
|
||||
)
|
||||
: "n/a"}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] whitespace-nowrap font-medium text-end"
|
||||
>
|
||||
{#if index + 1 - tableList?.length === 0}
|
||||
n/a
|
||||
{:else if item?.value === 0 && tableList[index + 1]?.value < 0}
|
||||
<span class="text-[#FF2F1F]">-100.00%</span>
|
||||
{:else if item?.value === 0 && tableList[index + 1]?.value > 0}
|
||||
<span class="text-[#00FC50]">100.00%</span>
|
||||
{:else if item?.value - tableList[index + 1]?.value > 0}
|
||||
<span class="text-[#00FC50]">
|
||||
{(
|
||||
((item?.value - tableList[index + 1]?.value) /
|
||||
Math.abs(item?.value)) *
|
||||
100
|
||||
)?.toFixed(2)}%
|
||||
</span>
|
||||
{:else if item?.value - tableList[index + 1]?.value < 0}
|
||||
<span class="text-[#FF2F1F]">
|
||||
-{(
|
||||
Math?.abs(
|
||||
(tableList[index + 1]?.value -
|
||||
item?.value) /
|
||||
Math.abs(item?.value),
|
||||
) * 100
|
||||
)?.toFixed(2)}%
|
||||
</span>
|
||||
{#each financialData as cash}
|
||||
{#if filterRule === "annual"}
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" + cash?.calendarYear?.slice(-2)}
|
||||
</td>
|
||||
{:else}
|
||||
n/a
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" +
|
||||
cash?.calendarYear?.slice(-2) +
|
||||
" " +
|
||||
cash?.period}
|
||||
</td>
|
||||
{/if}
|
||||
</td>
|
||||
{/each}
|
||||
</tr>
|
||||
{/each}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{:else}
|
||||
<div
|
||||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto"
|
||||
>
|
||||
<table
|
||||
class="table table-sm table-compact bg-table border border-gray-800 w-full"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="text-white">
|
||||
<td
|
||||
class="text-start bg-default text-white text-sm font-semibold pr-10"
|
||||
>Year</td
|
||||
>
|
||||
{#each balanceSheet as cash}
|
||||
{#if filterRule === "annual"}
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" + cash?.calendarYear?.slice(-2)}
|
||||
</td>
|
||||
{:else}
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" +
|
||||
cash?.calendarYear?.slice(-2) +
|
||||
" " +
|
||||
cash?.period}
|
||||
</td>
|
||||
{/if}
|
||||
{/each}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- row -->
|
||||
<FinancialTable data={balanceSheet} {fields} />
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- row -->
|
||||
<FinancialTable data={financialData} {fields} />
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{/if}
|
||||
{/if}
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
{:else}
|
||||
<div class="w-full flex justify-center items-center h-80">
|
||||
<div class="relative">
|
||||
<label
|
||||
class="bg-secondary rounded-md h-14 w-14 flex justify-center items-center absolute top-1/2 left-1/2 transform -translate-x-1/2 -translate-y-1/2"
|
||||
>
|
||||
<span class="loading loading-spinner loading-md text-gray-400"
|
||||
></span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<style>
|
||||
.app {
|
||||
height: 400px;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
@media (max-width: 560px) {
|
||||
.app {
|
||||
width: 100%;
|
||||
height: 300px;
|
||||
}
|
||||
}
|
||||
|
||||
.chart {
|
||||
width: 100%;
|
||||
}
|
||||
</style>
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
export const load = async ({ locals, params }) => {
|
||||
const getCashFlowStatement = async () => {
|
||||
const getData = async () => {
|
||||
const { apiKey, apiURL } = locals;
|
||||
|
||||
const postData = {
|
||||
@ -23,6 +23,6 @@ export const load = async ({ locals, params }) => {
|
||||
|
||||
// Make sure to return a promise
|
||||
return {
|
||||
getCashFlowStatement: await getCashFlowStatement(),
|
||||
getData: await getData(),
|
||||
};
|
||||
};
|
||||
|
||||
@ -1,36 +1,28 @@
|
||||
<script lang="ts">
|
||||
import {
|
||||
displayCompanyName,
|
||||
stockTicker,
|
||||
coolMode,
|
||||
timeFrame,
|
||||
stockTicker,
|
||||
} from "$lib/store";
|
||||
import { abbreviateNumber, removeCompanyStrings } from "$lib/utils";
|
||||
import { removeCompanyStrings } from "$lib/utils";
|
||||
import * as DropdownMenu from "$lib/components/shadcn/dropdown-menu/index.js";
|
||||
import { Button } from "$lib/components/shadcn/button/index.js";
|
||||
//import * as XLSX from 'xlsx';
|
||||
import { Chart } from "svelte-echarts";
|
||||
import { goto } from "$app/navigation";
|
||||
import { init, use } from "echarts/core";
|
||||
import { LineChart, BarChart } from "echarts/charts";
|
||||
import { GridComponent, TooltipComponent } from "echarts/components";
|
||||
import { CanvasRenderer } from "echarts/renderers";
|
||||
import FinancialTable from "$lib/components/FinancialTable.svelte";
|
||||
import Infobox from "$lib/components/Infobox.svelte";
|
||||
import FinancialChart from "$lib/components/FinancialChart.svelte";
|
||||
import { goto } from "$app/navigation";
|
||||
import SEO from "$lib/components/SEO.svelte";
|
||||
|
||||
use([LineChart, BarChart, GridComponent, TooltipComponent, CanvasRenderer]);
|
||||
|
||||
export let data;
|
||||
|
||||
let optionsData;
|
||||
let isLoaded = true;
|
||||
let tableList = [];
|
||||
let processedData = {};
|
||||
|
||||
let cashFlow = [];
|
||||
let financialData = [];
|
||||
let fullStatement = [];
|
||||
let filterRule = "annual";
|
||||
let displayStatement = "netIncome";
|
||||
|
||||
let tableList = [];
|
||||
|
||||
let activeIdx = 0;
|
||||
|
||||
@ -42,6 +34,7 @@
|
||||
title: "Quarterly",
|
||||
},
|
||||
];
|
||||
|
||||
const statementConfig = [
|
||||
{
|
||||
propertyName: "netIncome",
|
||||
@ -175,123 +168,10 @@
|
||||
label: item.label,
|
||||
key: item.propertyName,
|
||||
}));
|
||||
|
||||
function toggleMode() {
|
||||
$coolMode = !$coolMode;
|
||||
}
|
||||
|
||||
function changeStatement(event) {
|
||||
displayStatement = event.target.value;
|
||||
}
|
||||
|
||||
function plotData() {
|
||||
let labelName = "-";
|
||||
let xList = [];
|
||||
let valueList = [];
|
||||
tableList = [];
|
||||
|
||||
const index = statementConfig?.findIndex(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
);
|
||||
|
||||
for (let i = cashFlow?.length - 1; i >= 0; i--) {
|
||||
const statement = cashFlow[i];
|
||||
const year = statement?.calendarYear?.slice(-2);
|
||||
const quarter = statement?.period;
|
||||
|
||||
// Determine the label based on filterRule
|
||||
if (filterRule === "annual") {
|
||||
xList.push("FY" + year);
|
||||
} else {
|
||||
xList.push("FY" + year + " " + quarter);
|
||||
}
|
||||
|
||||
// Calculate the value and growth
|
||||
const value = Number(
|
||||
statement[statementConfig[index]?.propertyName],
|
||||
)?.toFixed(2);
|
||||
|
||||
valueList.push(value);
|
||||
|
||||
// Add the entry to tableList
|
||||
tableList.push({
|
||||
date: statement?.date,
|
||||
value: value,
|
||||
});
|
||||
}
|
||||
|
||||
//sort tableList by date
|
||||
tableList?.sort((a, b) => new Date(b?.date) - new Date(a?.date));
|
||||
|
||||
labelName = statementConfig[index]?.label;
|
||||
|
||||
const options = {
|
||||
animation: false,
|
||||
grid: {
|
||||
left: "0%",
|
||||
right: "0%",
|
||||
bottom: "2%",
|
||||
top: "10%",
|
||||
containLabel: true,
|
||||
},
|
||||
xAxis: {
|
||||
axisLabel: {
|
||||
color: "#fff",
|
||||
},
|
||||
data: xList,
|
||||
type: "category",
|
||||
},
|
||||
yAxis: [
|
||||
{
|
||||
type: "value",
|
||||
splitLine: {
|
||||
show: false, // Disable x-axis grid lines
|
||||
},
|
||||
|
||||
axisLabel: {
|
||||
show: false, // Hide y-axis labels
|
||||
},
|
||||
},
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: labelName,
|
||||
data: valueList,
|
||||
type: "bar",
|
||||
smooth: true,
|
||||
itemStyle: {
|
||||
color: "#fff",
|
||||
},
|
||||
},
|
||||
],
|
||||
tooltip: {
|
||||
trigger: "axis",
|
||||
hideDelay: 100,
|
||||
borderColor: "#969696", // Black border color
|
||||
borderWidth: 1, // Border width of 1px
|
||||
backgroundColor: "#313131", // Optional: Set background color for contrast
|
||||
textStyle: {
|
||||
color: "#fff", // Optional: Text color for better visibility
|
||||
},
|
||||
formatter: function (params) {
|
||||
const date = params[0].name; // Get the date from the x-axis value
|
||||
// Return the tooltip content
|
||||
return `${date}<br/> ${
|
||||
statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label
|
||||
}: ${abbreviateNumber(params[0].value)}`;
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
return options;
|
||||
}
|
||||
|
||||
fullStatement = data?.getCashFlowStatement;
|
||||
|
||||
displayStatement = "netIncome";
|
||||
|
||||
const getCurrentYear = () => new Date()?.getFullYear();
|
||||
|
||||
const filterStatement = (fullStatement, timeFrame) => {
|
||||
@ -311,6 +191,8 @@
|
||||
}
|
||||
};
|
||||
|
||||
fullStatement = data?.getData;
|
||||
|
||||
const exportFundamentalData = (format = "csv") => {
|
||||
if (data?.user?.tier === "Pro") {
|
||||
const data = fullStatement;
|
||||
@ -354,473 +236,331 @@
|
||||
a.href = url;
|
||||
a.download =
|
||||
$stockTicker.toLowerCase() +
|
||||
`${filterRule === "annual" ? "_annual" : "_quarter"}_cashflow_statement.csv`;
|
||||
`${filterRule === "annual" ? "_annual" : "_quarter"}_cash_flow_statement.csv`;
|
||||
document.body.appendChild(a);
|
||||
a.click();
|
||||
document.body.removeChild(a);
|
||||
URL.revokeObjectURL(url);
|
||||
} /*else if (format.toLowerCase() === "excel") {
|
||||
const worksheet = XLSX.utils.aoa_to_sheet(rows);
|
||||
const workbook = XLSX.utils.book_new();
|
||||
XLSX.utils.book_append_sheet(workbook, worksheet, "Ratios Statement");
|
||||
XLSX.writeFile(
|
||||
workbook,
|
||||
`${$stockTicker.toLowerCase()}-ratios-statement.xlsx`,
|
||||
);
|
||||
|
||||
}
|
||||
*/
|
||||
}
|
||||
} else {
|
||||
goto("/pricing");
|
||||
}
|
||||
};
|
||||
|
||||
// Pre-process all data once instead of in each component
|
||||
function preprocessFinancialData() {
|
||||
processedData = {};
|
||||
|
||||
// Precompute mapping from propertyName to config for quick lookup
|
||||
const configMap = {};
|
||||
statementConfig.forEach((item) => {
|
||||
if (item && item.propertyName) {
|
||||
configMap[item.propertyName] = item;
|
||||
}
|
||||
});
|
||||
|
||||
const xList = [];
|
||||
for (let i = financialData.length - 1; i >= 0; i--) {
|
||||
const statement = financialData[i];
|
||||
const year = statement.calendarYear.slice(-2);
|
||||
const quarter = statement.period;
|
||||
xList.push(
|
||||
filterRule === "annual" ? "FY" + year : "FY" + year + " " + quarter,
|
||||
);
|
||||
}
|
||||
|
||||
// Process each field using precomputed config and xList
|
||||
fields.forEach((field) => {
|
||||
const statementKey = field.key;
|
||||
const config = configMap[statementKey];
|
||||
if (!config) return;
|
||||
|
||||
const valueList = [];
|
||||
// Loop through financialData in reverse to match xList order
|
||||
for (let i = financialData.length - 1; i >= 0; i--) {
|
||||
const statement = financialData[i];
|
||||
const rawValue = Number(statement[config.propertyName]);
|
||||
// Round to two decimals
|
||||
const value = parseFloat(rawValue.toFixed(2));
|
||||
valueList.push(value);
|
||||
}
|
||||
|
||||
processedData[statementKey] = {
|
||||
xList, // re-use the precomputed labels
|
||||
valueList,
|
||||
labelName: config.label,
|
||||
};
|
||||
});
|
||||
|
||||
// Build tableList once for all charts and sort by date (newest first)
|
||||
tableList = financialData.map((statement) => ({
|
||||
date: statement.date,
|
||||
// Add more properties if needed
|
||||
}));
|
||||
|
||||
tableList.sort((a, b) => new Date(b.date) - new Date(a.date));
|
||||
}
|
||||
|
||||
$: {
|
||||
if ($timeFrame || displayStatement || activeIdx) {
|
||||
if ($timeFrame || activeIdx) {
|
||||
if (activeIdx === 0) {
|
||||
filterRule = "annual";
|
||||
fullStatement = data?.getCashFlowStatement?.annual;
|
||||
fullStatement = data?.getData?.annual;
|
||||
} else {
|
||||
filterRule = "quarterly";
|
||||
fullStatement = data?.getCashFlowStatement?.quarter;
|
||||
fullStatement = data?.getData?.quarter;
|
||||
}
|
||||
cashFlow = filterStatement(fullStatement, $timeFrame);
|
||||
|
||||
if ($coolMode === true) {
|
||||
optionsData = plotData();
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
function generateStatementInfoHTML() {
|
||||
if ($coolMode) {
|
||||
const statementText = statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.text;
|
||||
|
||||
return `<span>${statementText || ""}</span>`;
|
||||
} else if (cashFlow?.length > 0) {
|
||||
return `
|
||||
<span>
|
||||
Get detailed ratio statement breakdowns, uncovering price to free cash flow ratio, price per earnings, and much more.
|
||||
</span>
|
||||
`;
|
||||
} else {
|
||||
return `
|
||||
<span>
|
||||
No financial data available for ${$displayCompanyName}.
|
||||
</span>
|
||||
`;
|
||||
}
|
||||
}
|
||||
|
||||
let htmlOutput = null;
|
||||
$: {
|
||||
if ($coolMode || displayStatement) {
|
||||
htmlOutput = generateStatementInfoHTML();
|
||||
financialData = filterStatement(fullStatement, $timeFrame);
|
||||
preprocessFinancialData();
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<SEO
|
||||
title={`${$displayCompanyName} (${$stockTicker}) Cash Flow Statement · Stocknear`}
|
||||
title={`${$displayCompanyName} (${$stockTicker}) Cash Flow Statement`}
|
||||
description={`Detailed cash flow statements for ${$displayCompanyName} (${$stockTicker}), including operating cash flow, capex and free cash flow.`}
|
||||
/>
|
||||
|
||||
<section class="w-full bg-default overflow-hidden text-white h-full">
|
||||
<section class="bg-default w-full overflow-hidden text-white h-full">
|
||||
<div
|
||||
class="flex justify-center w-full m-auto h-full overflow-hidden mt-4 sm:mt-0"
|
||||
class="w-full flex justify-center w-full sm-auto h-full overflow-hidden mt-4 sm:mt-0"
|
||||
>
|
||||
<div
|
||||
class="relative flex justify-center items-center overflow-hidden w-full"
|
||||
class="w-full relative flex justify-center items-center overflow-hidden"
|
||||
>
|
||||
<main class="w-full">
|
||||
<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0 w-full">
|
||||
<div class="mb-3">
|
||||
<h1 class="text-xl sm:text-2xl text-white font-bold">
|
||||
{removeCompanyStrings($displayCompanyName)} Cash Flow
|
||||
</h1>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 gap-2 w-full">
|
||||
<Infobox text={htmlOutput} />
|
||||
{#if cashFlow?.length > 0}
|
||||
{#if isLoaded}
|
||||
<main class="w-full">
|
||||
<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0">
|
||||
<div
|
||||
class="mb-3 flex flex-col sm:flex-row items-center justify-between"
|
||||
>
|
||||
<h1 class="text-xl sm:text-2xl text-white font-bold">
|
||||
{removeCompanyStrings($displayCompanyName)} Income Statement
|
||||
</h1>
|
||||
<div
|
||||
class="inline-flex justify-center w-full rounded-md sm:w-auto sm:ml-auto mt-3 mb-6"
|
||||
class="mt-3 sm:mt-0 mb-2 sm:mb-0 bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1"
|
||||
>
|
||||
<div
|
||||
class="bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1 mt-4"
|
||||
>
|
||||
{#each tabs as item, i}
|
||||
{#if data?.user?.tier !== "Pro" && i > 0}
|
||||
<button
|
||||
on:click={() => goto("/pricing")}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
|
||||
>
|
||||
<span class="relative text-sm block font-semibold">
|
||||
{item.title}
|
||||
<svg
|
||||
class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
</span>
|
||||
</button>
|
||||
{:else}
|
||||
<button
|
||||
on:click={() => (activeIdx = i)}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
|
||||
i
|
||||
? 'z-0'
|
||||
: ''} "
|
||||
>
|
||||
{#if activeIdx === i}
|
||||
<div
|
||||
class="absolute inset-0 rounded-md bg-[#fff]"
|
||||
></div>
|
||||
{/if}
|
||||
<span
|
||||
class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
|
||||
i
|
||||
? 'text-black'
|
||||
: 'text-white'}"
|
||||
{#each tabs as item, i}
|
||||
{#if data?.user?.tier !== "Pro" && i > 0}
|
||||
<button
|
||||
on:click={() => goto("/pricing")}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
|
||||
>
|
||||
<span class="relative text-sm block font-semibold">
|
||||
{item.title}
|
||||
<svg
|
||||
class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
{item.title}
|
||||
</span>
|
||||
</button>
|
||||
{/if}
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div
|
||||
class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
|
||||
>
|
||||
<label
|
||||
class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
|
||||
>
|
||||
<input
|
||||
on:click={toggleMode}
|
||||
type="checkbox"
|
||||
checked={$coolMode}
|
||||
value={$coolMode}
|
||||
class="sr-only peer"
|
||||
/>
|
||||
<div
|
||||
class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
|
||||
></div>
|
||||
{#if $coolMode}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Cool Mode
|
||||
</span>
|
||||
</span>
|
||||
</button>
|
||||
{:else}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Boring Mode
|
||||
</span>
|
||||
<button
|
||||
on:click={() => (activeIdx = i)}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
|
||||
i
|
||||
? 'z-0'
|
||||
: ''} "
|
||||
>
|
||||
{#if activeIdx === i}
|
||||
<div
|
||||
class="absolute inset-0 rounded-md bg-[#fff]"
|
||||
></div>
|
||||
{/if}
|
||||
<span
|
||||
class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
|
||||
i
|
||||
? 'text-black'
|
||||
: 'text-white'}"
|
||||
>
|
||||
{item.title}
|
||||
</span>
|
||||
</button>
|
||||
{/if}
|
||||
</label>
|
||||
|
||||
<div class="flex flex-row items-center w-fit sm:ml-auto">
|
||||
<div class="relative inline-block text-left grow">
|
||||
<DropdownMenu.Root>
|
||||
<DropdownMenu.Trigger asChild let:builder>
|
||||
<Button
|
||||
builders={[builder]}
|
||||
class="w-full border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">{$timeFrame}</span>
|
||||
<svg
|
||||
class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
|
||||
viewBox="0 0 20 20"
|
||||
fill="currentColor"
|
||||
style="max-width:40px"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
fill-rule="evenodd"
|
||||
d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
|
||||
clip-rule="evenodd"
|
||||
></path>
|
||||
</svg>
|
||||
</Button>
|
||||
</DropdownMenu.Trigger>
|
||||
<DropdownMenu.Content
|
||||
class="w-56 h-fit max-h-72 overflow-y-auto scroller"
|
||||
>
|
||||
<DropdownMenu.Label class="text-gray-400">
|
||||
Select time frame
|
||||
</DropdownMenu.Label>
|
||||
<DropdownMenu.Separator />
|
||||
<DropdownMenu.Group>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "5Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
5 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "10Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
10 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "MAX")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
Max
|
||||
</DropdownMenu.Item>
|
||||
</DropdownMenu.Group>
|
||||
</DropdownMenu.Content>
|
||||
</DropdownMenu.Root>
|
||||
</div>
|
||||
<Button
|
||||
on:click={() => exportFundamentalData("csv")}
|
||||
class="ml-2 w-fit border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">Download</span>
|
||||
<svg
|
||||
class="{data?.user?.tier === 'Pro'
|
||||
? 'hidden'
|
||||
: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
</Button>
|
||||
</div>
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{#if $coolMode}
|
||||
<div class="sm:w-full">
|
||||
<div class="relative">
|
||||
<select
|
||||
class="w-36 select select-bordered select-sm p-0 pl-5 overflow-y-auto bg-secondary"
|
||||
on:change={changeStatement}
|
||||
<div class="grid grid-cols-1 gap-2">
|
||||
{#if financialData?.length > 0}
|
||||
<div
|
||||
class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
|
||||
>
|
||||
<label
|
||||
class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
|
||||
>
|
||||
<input
|
||||
on:click={toggleMode}
|
||||
type="checkbox"
|
||||
checked={$coolMode}
|
||||
value={$coolMode}
|
||||
class="sr-only peer"
|
||||
/>
|
||||
<div
|
||||
class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
|
||||
></div>
|
||||
{#if $coolMode}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Chart Mode
|
||||
</span>
|
||||
{:else}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Table Mode
|
||||
</span>
|
||||
{/if}
|
||||
</label>
|
||||
|
||||
<div class="flex flex-row items-center w-fit sm:ml-auto">
|
||||
<div class="relative inline-block text-left grow">
|
||||
<DropdownMenu.Root>
|
||||
<DropdownMenu.Trigger asChild let:builder>
|
||||
<Button
|
||||
builders={[builder]}
|
||||
class="w-full border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">{$timeFrame}</span
|
||||
>
|
||||
<svg
|
||||
class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
|
||||
viewBox="0 0 20 20"
|
||||
fill="currentColor"
|
||||
style="max-width:40px"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
fill-rule="evenodd"
|
||||
d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
|
||||
clip-rule="evenodd"
|
||||
></path>
|
||||
</svg>
|
||||
</Button>
|
||||
</DropdownMenu.Trigger>
|
||||
<DropdownMenu.Content
|
||||
class="w-56 h-fit max-h-72 overflow-y-auto scroller"
|
||||
>
|
||||
<DropdownMenu.Label class="text-gray-400">
|
||||
Select time frame
|
||||
</DropdownMenu.Label>
|
||||
<DropdownMenu.Separator />
|
||||
<DropdownMenu.Group>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "5Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
5 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "10Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
10 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "MAX")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
Max
|
||||
</DropdownMenu.Item>
|
||||
</DropdownMenu.Group>
|
||||
</DropdownMenu.Content>
|
||||
</DropdownMenu.Root>
|
||||
</div>
|
||||
<Button
|
||||
on:click={() => exportFundamentalData("csv")}
|
||||
class="ml-2 w-fit border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<option disabled>Choose an Cash Flow Variable</option>
|
||||
<option value="netIncome" selected>Net Income</option>
|
||||
<option value="depreciationAndAmortization"
|
||||
>Depreciation & Amortization</option
|
||||
<span class="truncate text-white">Download</span>
|
||||
<svg
|
||||
class="{data?.user?.tier === 'Pro'
|
||||
? 'hidden'
|
||||
: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
<option value="stockBasedCompensation"
|
||||
>Stock-Based Compensation</option
|
||||
>
|
||||
<option value="otherWorkingCapital"
|
||||
>Other Working Capital</option
|
||||
>
|
||||
<option value="otherNonCashItems"
|
||||
>Other Non-Cash Items</option
|
||||
>
|
||||
<option value="deferredIncomeTax"
|
||||
>Deferred Income Tax</option
|
||||
>
|
||||
<option value="changeInWorkingCapital"
|
||||
>Change in Working Capital</option
|
||||
>
|
||||
<option value="netCashProvidedByOperatingActivities"
|
||||
>Operating Cash Flow</option
|
||||
>
|
||||
<option value="capitalExpenditure"
|
||||
>Capital Expenditures</option
|
||||
>
|
||||
<option value="acquisitionsNet">Acquisitions</option>
|
||||
<option value="purchasesOfInvestments"
|
||||
>Purchase of Investments</option
|
||||
>
|
||||
<option value="salesMaturitiesOfInvestments"
|
||||
>Sales Maturities Of Investments</option
|
||||
>
|
||||
<option value="otherInvestingActivites"
|
||||
>Other Investing Acitivies</option
|
||||
>
|
||||
<option value="netCashUsedForInvestingActivites"
|
||||
>Investing Cash Flow</option
|
||||
>
|
||||
<option value="debtRepayment">Debt Repayment</option>
|
||||
<option value="commonStockRepurchased"
|
||||
>Common Stock Repurchased</option
|
||||
>
|
||||
<option value="dividendsPaid">Dividend Paid</option>
|
||||
<option value="otherFinancingActivites"
|
||||
>Other Financial Acitivies</option
|
||||
>
|
||||
<option value="netCashUsedProvidedByFinancingActivities"
|
||||
>Financial Cash Flow</option
|
||||
>
|
||||
<option value="netChangeInCash">Net Cash Flow</option>
|
||||
<option value="freeCashFlow">Free Cash Flow</option>
|
||||
</select>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="app w-full">
|
||||
<Chart {init} options={optionsData} class="chart" />
|
||||
</div>
|
||||
|
||||
<div class="w-full overflow-x-scroll">
|
||||
<table
|
||||
class="table table-sm table-compact bg-table border border-gray-800 rounded-md w-full m-auto mt-4"
|
||||
{#if $coolMode}
|
||||
<div class="grid gap-5 xs:gap-6 lg:grid-cols-3 lg:gap-3">
|
||||
{#each fields as item, i}
|
||||
<FinancialChart
|
||||
data={financialData}
|
||||
{statementConfig}
|
||||
displayStatement={item?.key}
|
||||
{filterRule}
|
||||
{processedData}
|
||||
color={["#e5009d", "#9203e8", "#ff0831", "#6100ff"][
|
||||
i % 4
|
||||
]}
|
||||
/>
|
||||
{/each}
|
||||
</div>
|
||||
{:else}
|
||||
<div
|
||||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="border-b border-gray-800">
|
||||
<th
|
||||
class="text-white font-semibold text-start text-sm sm:text-[1rem]"
|
||||
>{filterRule === "annual"
|
||||
? "Fiscal Year End"
|
||||
: "Quarter Ends"}</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>{statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label}</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>Change</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>Growth</th
|
||||
>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{#each tableList as item, index}
|
||||
<!-- row -->
|
||||
<tr class="odd:bg-odd border-b border-gray-800">
|
||||
<table
|
||||
class="table table-sm bg-table border border-gray-800 table-compact w-full"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="text-white">
|
||||
<td
|
||||
class="text-white font-medium text-sm sm:text-[1rem] whitespace-nowrap"
|
||||
class="text-start bg-default text-white text-sm font-semibold pr-10"
|
||||
>Year</td
|
||||
>
|
||||
{item?.date}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] text-right whitespace-nowrap"
|
||||
>
|
||||
{@html abbreviateNumber(item?.value, false, true)}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] whitespace-nowrap font-medium text-end"
|
||||
>
|
||||
{@html item?.value - tableList[index + 1]?.value !==
|
||||
0
|
||||
? abbreviateNumber(
|
||||
(
|
||||
item?.value - tableList[index + 1]?.value
|
||||
)?.toFixed(2),
|
||||
false,
|
||||
true,
|
||||
)
|
||||
: "n/a"}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] whitespace-nowrap font-medium text-end"
|
||||
>
|
||||
{#if index + 1 - tableList?.length === 0}
|
||||
n/a
|
||||
{:else if item?.value === 0 && tableList[index + 1]?.value < 0}
|
||||
<span class="text-[#FF2F1F]">-100.00%</span>
|
||||
{:else if item?.value === 0 && tableList[index + 1]?.value > 0}
|
||||
<span class="text-[#00FC50]">100.00%</span>
|
||||
{:else if item?.value - tableList[index + 1]?.value > 0}
|
||||
<span class="text-[#00FC50]">
|
||||
{(
|
||||
((item?.value - tableList[index + 1]?.value) /
|
||||
Math.abs(item?.value)) *
|
||||
100
|
||||
)?.toFixed(2)}%
|
||||
</span>
|
||||
{:else if item?.value - tableList[index + 1]?.value < 0}
|
||||
<span class="text-[#FF2F1F]">
|
||||
-{(
|
||||
Math?.abs(
|
||||
(tableList[index + 1]?.value -
|
||||
item?.value) /
|
||||
Math.abs(item?.value),
|
||||
) * 100
|
||||
)?.toFixed(2)}%
|
||||
</span>
|
||||
{#each financialData as cash}
|
||||
{#if filterRule === "annual"}
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" + cash?.calendarYear?.slice(-2)}
|
||||
</td>
|
||||
{:else}
|
||||
n/a
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" +
|
||||
cash?.calendarYear?.slice(-2) +
|
||||
" " +
|
||||
cash?.period}
|
||||
</td>
|
||||
{/if}
|
||||
</td>
|
||||
{/each}
|
||||
</tr>
|
||||
{/each}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{:else}
|
||||
<div
|
||||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto"
|
||||
>
|
||||
<table
|
||||
class="table table-sm table-compact bg-table border border-gray-800 w-full"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="text-white">
|
||||
<td class="text-start text-white text-sm font-semibold"
|
||||
>Year</td
|
||||
>
|
||||
{#each cashFlow as cash}
|
||||
{#if filterRule === "annual"}
|
||||
<td
|
||||
class="bg-default font-semibold text-end text-sm"
|
||||
>
|
||||
{"FY" + cash?.calendarYear?.slice(-2)}
|
||||
</td>
|
||||
{:else}
|
||||
<td
|
||||
class="bg-default font-semibold text-end text-sm"
|
||||
>
|
||||
{"FY" +
|
||||
cash?.calendarYear?.slice(-2) +
|
||||
" " +
|
||||
cash?.period}
|
||||
</td>
|
||||
{/if}
|
||||
{/each}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- row -->
|
||||
<FinancialTable data={cashFlow} {fields} />
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- row -->
|
||||
<FinancialTable data={financialData} {fields} />
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{/if}
|
||||
{/if}
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
{:else}
|
||||
<div class="w-full flex justify-center items-center h-80">
|
||||
<div class="relative">
|
||||
<label
|
||||
class="bg-secondary rounded-md h-14 w-14 flex justify-center items-center absolute top-1/2 left-1/2 transform -translate-x-1/2 -translate-y-1/2"
|
||||
>
|
||||
<span class="loading loading-spinner loading-md text-gray-400"
|
||||
></span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<style>
|
||||
.app {
|
||||
height: 400px;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
@media (max-width: 560px) {
|
||||
.app {
|
||||
width: 100%;
|
||||
height: 300px;
|
||||
}
|
||||
}
|
||||
|
||||
.chart {
|
||||
width: 100%;
|
||||
}
|
||||
</style>
|
||||
|
||||
@ -1,5 +1,5 @@
|
||||
export const load = async ({ locals, params }) => {
|
||||
const getRatiosStatement = async () => {
|
||||
const getData = async () => {
|
||||
const { apiKey, apiURL } = locals;
|
||||
|
||||
const postData = {
|
||||
@ -23,6 +23,6 @@ export const load = async ({ locals, params }) => {
|
||||
|
||||
// Make sure to return a promise
|
||||
return {
|
||||
getRatiosStatement: await getRatiosStatement(),
|
||||
getData: await getData(),
|
||||
};
|
||||
};
|
||||
|
||||
@ -1,36 +1,28 @@
|
||||
<script lang="ts">
|
||||
import { Chart } from "svelte-echarts";
|
||||
import {
|
||||
displayCompanyName,
|
||||
stockTicker,
|
||||
coolMode,
|
||||
timeFrame,
|
||||
} from "$lib/store";
|
||||
import { abbreviateNumber } from "$lib/utils";
|
||||
import { removeCompanyStrings } from "$lib/utils";
|
||||
import * as DropdownMenu from "$lib/components/shadcn/dropdown-menu/index.js";
|
||||
import { Button } from "$lib/components/shadcn/button/index.js";
|
||||
//import * as XLSX from 'xlsx';
|
||||
import { goto } from "$app/navigation";
|
||||
import { init, use } from "echarts/core";
|
||||
import { LineChart, BarChart } from "echarts/charts";
|
||||
import { GridComponent, TooltipComponent } from "echarts/components";
|
||||
import { CanvasRenderer } from "echarts/renderers";
|
||||
import Infobox from "$lib/components/Infobox.svelte";
|
||||
import FinancialTable from "$lib/components/FinancialTable.svelte";
|
||||
import FinancialChart from "$lib/components/FinancialChart.svelte";
|
||||
import { goto } from "$app/navigation";
|
||||
import SEO from "$lib/components/SEO.svelte";
|
||||
|
||||
use([LineChart, BarChart, GridComponent, TooltipComponent, CanvasRenderer]);
|
||||
|
||||
export let data;
|
||||
|
||||
let ratios = [];
|
||||
let fullStatement = [];
|
||||
let isLoaded = true;
|
||||
let tableList = [];
|
||||
let processedData = {};
|
||||
|
||||
let financialData = [];
|
||||
let fullStatement = [];
|
||||
let filterRule = "annual";
|
||||
let optionsData;
|
||||
|
||||
let displayStatement = "priceEarningsRatio";
|
||||
|
||||
let activeIdx = 0;
|
||||
|
||||
@ -42,6 +34,7 @@
|
||||
title: "Quarterly",
|
||||
},
|
||||
];
|
||||
|
||||
const statementConfig = [
|
||||
{
|
||||
propertyName: "priceEarningsRatio",
|
||||
@ -164,118 +157,30 @@
|
||||
label: item.label,
|
||||
key: item.propertyName,
|
||||
}));
|
||||
|
||||
function toggleMode() {
|
||||
$coolMode = !$coolMode;
|
||||
}
|
||||
|
||||
function changeStatement(event) {
|
||||
displayStatement = event.target.value;
|
||||
}
|
||||
const getCurrentYear = () => new Date()?.getFullYear();
|
||||
|
||||
function plotData() {
|
||||
let labelName = "-";
|
||||
let xList = [];
|
||||
let valueList = [];
|
||||
tableList = [];
|
||||
const filterStatement = (fullStatement, timeFrame) => {
|
||||
const currentYear = getCurrentYear();
|
||||
|
||||
const index = statementConfig?.findIndex(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
);
|
||||
|
||||
for (let i = ratios?.length - 1; i >= 0; i--) {
|
||||
const statement = ratios[i];
|
||||
const year = statement?.calendarYear?.slice(-2);
|
||||
const quarter = statement?.period;
|
||||
|
||||
// Determine the label based on filterRule
|
||||
if (filterRule === "annual") {
|
||||
xList.push("FY" + year);
|
||||
} else {
|
||||
xList.push("FY" + year + " " + quarter);
|
||||
}
|
||||
|
||||
// Calculate the value and growth
|
||||
const value = Number(
|
||||
statement[statementConfig[index]?.propertyName],
|
||||
)?.toFixed(2);
|
||||
|
||||
valueList.push(value);
|
||||
|
||||
// Add the entry to tableList
|
||||
tableList.push({
|
||||
date: statement?.date,
|
||||
value: value,
|
||||
});
|
||||
switch (timeFrame) {
|
||||
case "5Y":
|
||||
return fullStatement?.filter(
|
||||
(item) => currentYear - parseInt(item?.calendarYear) < 5,
|
||||
);
|
||||
case "10Y":
|
||||
return fullStatement?.filter(
|
||||
(item) => currentYear - parseInt(item?.calendarYear) < 10,
|
||||
);
|
||||
default:
|
||||
return fullStatement;
|
||||
}
|
||||
};
|
||||
|
||||
//sort tableList by date
|
||||
tableList?.sort((a, b) => new Date(b?.date) - new Date(a?.date));
|
||||
|
||||
labelName = statementConfig[index]?.label;
|
||||
|
||||
const options = {
|
||||
animation: false,
|
||||
grid: {
|
||||
left: "0%",
|
||||
right: "0%",
|
||||
bottom: "2%",
|
||||
top: "10%",
|
||||
containLabel: true,
|
||||
},
|
||||
xAxis: {
|
||||
axisLabel: {
|
||||
color: "#fff",
|
||||
},
|
||||
data: xList,
|
||||
type: "category",
|
||||
},
|
||||
yAxis: [
|
||||
{
|
||||
type: "value",
|
||||
splitLine: {
|
||||
show: false, // Disable x-axis grid lines
|
||||
},
|
||||
|
||||
axisLabel: {
|
||||
show: false, // Hide y-axis labels
|
||||
},
|
||||
},
|
||||
],
|
||||
series: [
|
||||
{
|
||||
name: labelName,
|
||||
data: valueList,
|
||||
type: "bar",
|
||||
smooth: true,
|
||||
itemStyle: {
|
||||
color: "#fff",
|
||||
},
|
||||
},
|
||||
],
|
||||
tooltip: {
|
||||
trigger: "axis",
|
||||
hideDelay: 100,
|
||||
borderColor: "#969696", // Black border color
|
||||
borderWidth: 1, // Border width of 1px
|
||||
backgroundColor: "#313131", // Optional: Set background color for contrast
|
||||
textStyle: {
|
||||
color: "#fff", // Optional: Text color for better visibility
|
||||
},
|
||||
formatter: function (params) {
|
||||
const date = params[0].name; // Get the date from the x-axis value
|
||||
// Return the tooltip content
|
||||
return `${date}<br/> ${
|
||||
statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label
|
||||
}: ${abbreviateNumber(params[0].value)}`;
|
||||
},
|
||||
},
|
||||
};
|
||||
|
||||
return options;
|
||||
}
|
||||
fullStatement = data?.getData;
|
||||
|
||||
const exportFundamentalData = (format = "csv") => {
|
||||
if (data?.user?.tier === "Pro") {
|
||||
@ -320,496 +225,331 @@
|
||||
a.href = url;
|
||||
a.download =
|
||||
$stockTicker.toLowerCase() +
|
||||
`${filterRule === "annual" ? "_annual" : "_quarter"}_balance_sheet_statement.csv`;
|
||||
`${filterRule === "annual" ? "_annual" : "_quarter"}_cash_flow_statement.csv`;
|
||||
document.body.appendChild(a);
|
||||
a.click();
|
||||
document.body.removeChild(a);
|
||||
URL.revokeObjectURL(url);
|
||||
} /*else if (format.toLowerCase() === "excel") {
|
||||
const worksheet = XLSX.utils.aoa_to_sheet(rows);
|
||||
const workbook = XLSX.utils.book_new();
|
||||
XLSX.utils.book_append_sheet(workbook, worksheet, "Ratios Statement");
|
||||
XLSX.writeFile(
|
||||
workbook,
|
||||
`${$stockTicker.toLowerCase()}-ratios-statement.xlsx`,
|
||||
);
|
||||
|
||||
}
|
||||
*/
|
||||
}
|
||||
} else {
|
||||
goto("/pricing");
|
||||
}
|
||||
};
|
||||
|
||||
fullStatement = data?.getRatiosStatement;
|
||||
displayStatement = "priceEarningsRatio";
|
||||
// Pre-process all data once instead of in each component
|
||||
function preprocessFinancialData() {
|
||||
processedData = {};
|
||||
|
||||
const getCurrentYear = () => new Date()?.getFullYear();
|
||||
// Precompute mapping from propertyName to config for quick lookup
|
||||
const configMap = {};
|
||||
statementConfig.forEach((item) => {
|
||||
if (item && item.propertyName) {
|
||||
configMap[item.propertyName] = item;
|
||||
}
|
||||
});
|
||||
|
||||
const filterStatement = (fullStatement, timeFrame) => {
|
||||
const currentYear = getCurrentYear();
|
||||
|
||||
switch (timeFrame) {
|
||||
case "5Y":
|
||||
return fullStatement?.filter(
|
||||
(item) => currentYear - parseInt(item?.calendarYear) < 5,
|
||||
);
|
||||
case "10Y":
|
||||
return fullStatement?.filter(
|
||||
(item) => currentYear - parseInt(item?.calendarYear) < 10,
|
||||
);
|
||||
default:
|
||||
return fullStatement;
|
||||
const xList = [];
|
||||
for (let i = financialData.length - 1; i >= 0; i--) {
|
||||
const statement = financialData[i];
|
||||
const year = statement.calendarYear.slice(-2);
|
||||
const quarter = statement.period;
|
||||
xList.push(
|
||||
filterRule === "annual" ? "FY" + year : "FY" + year + " " + quarter,
|
||||
);
|
||||
}
|
||||
};
|
||||
|
||||
// Process each field using precomputed config and xList
|
||||
fields.forEach((field) => {
|
||||
const statementKey = field.key;
|
||||
const config = configMap[statementKey];
|
||||
if (!config) return;
|
||||
|
||||
const valueList = [];
|
||||
// Loop through financialData in reverse to match xList order
|
||||
for (let i = financialData.length - 1; i >= 0; i--) {
|
||||
const statement = financialData[i];
|
||||
const rawValue = Number(statement[config.propertyName]);
|
||||
// Round to two decimals
|
||||
const value = parseFloat(rawValue.toFixed(2));
|
||||
valueList.push(value);
|
||||
}
|
||||
|
||||
processedData[statementKey] = {
|
||||
xList, // re-use the precomputed labels
|
||||
valueList,
|
||||
labelName: config.label,
|
||||
};
|
||||
});
|
||||
|
||||
// Build tableList once for all charts and sort by date (newest first)
|
||||
tableList = financialData.map((statement) => ({
|
||||
date: statement.date,
|
||||
// Add more properties if needed
|
||||
}));
|
||||
|
||||
tableList.sort((a, b) => new Date(b.date) - new Date(a.date));
|
||||
}
|
||||
|
||||
$: {
|
||||
if ($timeFrame || displayStatement || activeIdx) {
|
||||
if ($timeFrame || activeIdx) {
|
||||
if (activeIdx === 0) {
|
||||
filterRule = "annual";
|
||||
fullStatement = data?.getRatiosStatement?.annual;
|
||||
fullStatement = data?.getData?.annual;
|
||||
} else {
|
||||
filterRule = "quarterly";
|
||||
fullStatement = data?.getRatiosStatement?.quarter;
|
||||
fullStatement = data?.getData?.quarter;
|
||||
}
|
||||
ratios = filterStatement(fullStatement, $timeFrame);
|
||||
|
||||
if ($coolMode === true) {
|
||||
optionsData = plotData();
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
function generateStatementInfoHTML() {
|
||||
if ($coolMode) {
|
||||
const statementText = statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.text;
|
||||
|
||||
return `<span>${statementText || ""}</span>`;
|
||||
} else if (ratios?.length > 0) {
|
||||
return `
|
||||
<span>
|
||||
Discover comprehensive ratio statement breakdowns that reveal insights into revenue, expenses, and beyond.
|
||||
</span>
|
||||
`;
|
||||
} else {
|
||||
return `
|
||||
<span>
|
||||
No financial data available for ${$displayCompanyName}.
|
||||
</span>
|
||||
`;
|
||||
}
|
||||
}
|
||||
|
||||
let htmlOutput = null;
|
||||
$: {
|
||||
if ($coolMode || displayStatement) {
|
||||
htmlOutput = generateStatementInfoHTML();
|
||||
financialData = filterStatement(fullStatement, $timeFrame);
|
||||
preprocessFinancialData();
|
||||
}
|
||||
}
|
||||
</script>
|
||||
|
||||
<SEO
|
||||
title={`${$displayCompanyName} (${$stockTicker}) Financial Ratios and Metrics · Stocknear`}
|
||||
description={`Financial ratios and metrics for ${$displayCompanyName} (${$stockTicker}). Includes annual, quarterly and trailing numbers with full history and charts.`}
|
||||
title={`${$displayCompanyName} (${$stockTicker}) Cash Flow Statement`}
|
||||
description={`Detailed cash flow statements for ${$displayCompanyName} (${$stockTicker}), including operating cash flow, capex and free cash flow.`}
|
||||
/>
|
||||
|
||||
<section class="bg-default overflow-hidden text-white h-full">
|
||||
<section class="bg-default w-full overflow-hidden text-white h-full">
|
||||
<div
|
||||
class="flex justify-center w-full m-auto h-full overflow-hidden mt-4 sm:mt-0"
|
||||
class="w-full flex justify-center w-full sm-auto h-full overflow-hidden mt-4 sm:mt-0"
|
||||
>
|
||||
<div
|
||||
class="w-full relative flex justify-center items-center overflow-hidden"
|
||||
>
|
||||
<main class="w-full">
|
||||
<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0 w-full">
|
||||
<div class="mb-3">
|
||||
<h1 class="text-xl sm:text-2xl text-white font-bold">
|
||||
{#if $coolMode}
|
||||
{statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label}
|
||||
{:else}
|
||||
Ratios {filterRule === "annual" ? "(Annual)" : "(Quarter)"}
|
||||
{/if}
|
||||
</h1>
|
||||
</div>
|
||||
|
||||
<div class="grid grid-cols-1 gap-2">
|
||||
<Infobox text={htmlOutput} />
|
||||
{#if ratios?.length > 0}
|
||||
{#if isLoaded}
|
||||
<main class="w-full">
|
||||
<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0">
|
||||
<div
|
||||
class="mb-3 flex flex-col sm:flex-row items-center justify-between"
|
||||
>
|
||||
<h1 class="text-xl sm:text-2xl text-white font-bold">
|
||||
{removeCompanyStrings($displayCompanyName)} Income Statement
|
||||
</h1>
|
||||
<div
|
||||
class="inline-flex justify-center w-full rounded-md sm:w-auto sm:ml-auto mt-3 mb-6"
|
||||
class="mt-3 sm:mt-0 mb-2 sm:mb-0 bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1"
|
||||
>
|
||||
<div
|
||||
class="bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1 mt-4"
|
||||
>
|
||||
{#each tabs as item, i}
|
||||
{#if data?.user?.tier !== "Pro" && i > 0}
|
||||
<button
|
||||
on:click={() => goto("/pricing")}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
|
||||
>
|
||||
<span class="relative text-sm block font-semibold">
|
||||
{item.title}
|
||||
<svg
|
||||
class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
</span>
|
||||
</button>
|
||||
{:else}
|
||||
<button
|
||||
on:click={() => (activeIdx = i)}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
|
||||
i
|
||||
? 'z-0'
|
||||
: ''} "
|
||||
>
|
||||
{#if activeIdx === i}
|
||||
<div
|
||||
class="absolute inset-0 rounded-md bg-[#fff]"
|
||||
></div>
|
||||
{/if}
|
||||
<span
|
||||
class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
|
||||
i
|
||||
? 'text-black'
|
||||
: 'text-white'}"
|
||||
{#each tabs as item, i}
|
||||
{#if data?.user?.tier !== "Pro" && i > 0}
|
||||
<button
|
||||
on:click={() => goto("/pricing")}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
|
||||
>
|
||||
<span class="relative text-sm block font-semibold">
|
||||
{item.title}
|
||||
<svg
|
||||
class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
{item.title}
|
||||
</span>
|
||||
</button>
|
||||
{/if}
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div
|
||||
class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
|
||||
>
|
||||
<label
|
||||
class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
|
||||
>
|
||||
<input
|
||||
on:click={toggleMode}
|
||||
type="checkbox"
|
||||
checked={$coolMode}
|
||||
value={$coolMode}
|
||||
class="sr-only peer"
|
||||
/>
|
||||
<div
|
||||
class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
|
||||
></div>
|
||||
{#if $coolMode}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Cool Mode
|
||||
</span>
|
||||
</span>
|
||||
</button>
|
||||
{:else}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Boring Mode
|
||||
</span>
|
||||
<button
|
||||
on:click={() => (activeIdx = i)}
|
||||
class="group relative z-[1] rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
|
||||
i
|
||||
? 'z-0'
|
||||
: ''} "
|
||||
>
|
||||
{#if activeIdx === i}
|
||||
<div
|
||||
class="absolute inset-0 rounded-md bg-[#fff]"
|
||||
></div>
|
||||
{/if}
|
||||
<span
|
||||
class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
|
||||
i
|
||||
? 'text-black'
|
||||
: 'text-white'}"
|
||||
>
|
||||
{item.title}
|
||||
</span>
|
||||
</button>
|
||||
{/if}
|
||||
</label>
|
||||
|
||||
<div class="flex flex-row items-center w-fit sm:ml-auto">
|
||||
<div class="relative inline-block text-left grow">
|
||||
<DropdownMenu.Root>
|
||||
<DropdownMenu.Trigger asChild let:builder>
|
||||
<Button
|
||||
builders={[builder]}
|
||||
class="w-full border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">{$timeFrame}</span>
|
||||
<svg
|
||||
class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
|
||||
viewBox="0 0 20 20"
|
||||
fill="currentColor"
|
||||
style="max-width:40px"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
fill-rule="evenodd"
|
||||
d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
|
||||
clip-rule="evenodd"
|
||||
></path>
|
||||
</svg>
|
||||
</Button>
|
||||
</DropdownMenu.Trigger>
|
||||
<DropdownMenu.Content
|
||||
class="w-56 h-fit max-h-72 overflow-y-auto scroller"
|
||||
>
|
||||
<DropdownMenu.Label class="text-gray-400">
|
||||
Select time frame
|
||||
</DropdownMenu.Label>
|
||||
<DropdownMenu.Separator />
|
||||
<DropdownMenu.Group>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "5Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
5 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "10Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
10 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "MAX")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
Max
|
||||
</DropdownMenu.Item>
|
||||
</DropdownMenu.Group>
|
||||
</DropdownMenu.Content>
|
||||
</DropdownMenu.Root>
|
||||
</div>
|
||||
<Button
|
||||
on:click={() => exportFundamentalData("csv")}
|
||||
class="ml-2 w-fit border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">Download</span>
|
||||
<svg
|
||||
class="{data?.user?.tier === 'Pro'
|
||||
? 'hidden'
|
||||
: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
</Button>
|
||||
</div>
|
||||
{/each}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{#if $coolMode}
|
||||
<div class="sm:w-full">
|
||||
<div class="relative">
|
||||
<select
|
||||
class="w-36 select select-bordered select-sm p-0 pl-5 overflow-y-auto bg-secondary"
|
||||
on:change={changeStatement}
|
||||
<div class="grid grid-cols-1 gap-2">
|
||||
{#if financialData?.length > 0}
|
||||
<div
|
||||
class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
|
||||
>
|
||||
<label
|
||||
class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
|
||||
>
|
||||
<input
|
||||
on:click={toggleMode}
|
||||
type="checkbox"
|
||||
checked={$coolMode}
|
||||
value={$coolMode}
|
||||
class="sr-only peer"
|
||||
/>
|
||||
<div
|
||||
class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
|
||||
></div>
|
||||
{#if $coolMode}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Chart Mode
|
||||
</span>
|
||||
{:else}
|
||||
<span class="ml-2 text-sm font-medium text-white">
|
||||
Table Mode
|
||||
</span>
|
||||
{/if}
|
||||
</label>
|
||||
|
||||
<div class="flex flex-row items-center w-fit sm:ml-auto">
|
||||
<div class="relative inline-block text-left grow">
|
||||
<DropdownMenu.Root>
|
||||
<DropdownMenu.Trigger asChild let:builder>
|
||||
<Button
|
||||
builders={[builder]}
|
||||
class="w-full border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<span class="truncate text-white">{$timeFrame}</span
|
||||
>
|
||||
<svg
|
||||
class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
|
||||
viewBox="0 0 20 20"
|
||||
fill="currentColor"
|
||||
style="max-width:40px"
|
||||
aria-hidden="true"
|
||||
>
|
||||
<path
|
||||
fill-rule="evenodd"
|
||||
d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
|
||||
clip-rule="evenodd"
|
||||
></path>
|
||||
</svg>
|
||||
</Button>
|
||||
</DropdownMenu.Trigger>
|
||||
<DropdownMenu.Content
|
||||
class="w-56 h-fit max-h-72 overflow-y-auto scroller"
|
||||
>
|
||||
<DropdownMenu.Label class="text-gray-400">
|
||||
Select time frame
|
||||
</DropdownMenu.Label>
|
||||
<DropdownMenu.Separator />
|
||||
<DropdownMenu.Group>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "5Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
5 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "10Y")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
10 years
|
||||
</DropdownMenu.Item>
|
||||
<DropdownMenu.Item
|
||||
on:click={() => ($timeFrame = "MAX")}
|
||||
class="cursor-pointer hover:bg-primary"
|
||||
>
|
||||
Max
|
||||
</DropdownMenu.Item>
|
||||
</DropdownMenu.Group>
|
||||
</DropdownMenu.Content>
|
||||
</DropdownMenu.Root>
|
||||
</div>
|
||||
<Button
|
||||
on:click={() => exportFundamentalData("csv")}
|
||||
class="ml-2 w-fit border-gray-600 border bg-default sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 text-white rounded-md truncate"
|
||||
>
|
||||
<option disabled>Choose a Variable</option>
|
||||
<option value="priceEarningsRatio" selected
|
||||
>PE Ratio</option
|
||||
<span class="truncate text-white">Download</span>
|
||||
<svg
|
||||
class="{data?.user?.tier === 'Pro'
|
||||
? 'hidden'
|
||||
: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
|
||||
xmlns="http://www.w3.org/2000/svg"
|
||||
viewBox="0 0 24 24"
|
||||
><path
|
||||
fill="#A3A3A3"
|
||||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||||
/></svg
|
||||
>
|
||||
<option value="priceEarningsToGrowthRatio" selected
|
||||
>PEG Ratio</option
|
||||
>
|
||||
<option value="priceToSalesRatio">PS Ratio</option>
|
||||
<option value="priceToBookRatio">PB Ratio</option>
|
||||
<option value="priceToFreeCashFlowsRatio"
|
||||
>P/FCF Ratio</option
|
||||
>
|
||||
<option value="priceToOperatingCashFlowsRatio"
|
||||
>P/OCF Ratio</option
|
||||
>
|
||||
<option value="operatingCashFlowSalesRatio"
|
||||
>OCF/S Ratio</option
|
||||
>
|
||||
<option value="debtEquityRatio"
|
||||
>Debt / Equity Ratio</option
|
||||
>
|
||||
<option value="quickRatio">Quick Ratio</option>
|
||||
<option value="currentRatio">Current Ratio</option>
|
||||
<option value="assetTurnover">Asset Turnover</option>
|
||||
<option value="interestCoverage">Interest Coverage</option
|
||||
>
|
||||
<option value="returnOnEquity"
|
||||
>Return on Equity (ROE)</option
|
||||
>
|
||||
<option value="returnOnAssets"
|
||||
>Return on Assets (ROA)</option
|
||||
>
|
||||
<option value="returnOnCapitalEmployed"
|
||||
>Return on Capital (ROIC)</option
|
||||
>
|
||||
<option value="dividendYield">Dividend Yield</option>
|
||||
<option value="payoutRatio">Payout Ratio</option>
|
||||
<option value="grossProfitMargin"
|
||||
>Gross Profit Margin</option
|
||||
>
|
||||
<option value="netProfitMargin">Net Profit Margin</option>
|
||||
<option value="pretaxProfitMargin"
|
||||
>Pretax Profit Margin</option
|
||||
>
|
||||
<option value="operatingProfitMargin"
|
||||
>Operating Profit Margin</option
|
||||
>
|
||||
<option value="freeCashFlowMargin">FCF Margin</option>
|
||||
<option value="ebitdaMargin">EBITDA Margin</option>
|
||||
</select>
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="app w-full">
|
||||
<Chart {init} options={optionsData} class="chart" />
|
||||
</div>
|
||||
|
||||
<div class="w-full overflow-x-scroll">
|
||||
<table
|
||||
class="table table-sm table-compact bg-table border border-gray-800 rounded-md w-full m-auto mt-4"
|
||||
{#if $coolMode}
|
||||
<div class="grid gap-5 xs:gap-6 lg:grid-cols-3 lg:gap-3">
|
||||
{#each fields as item, i}
|
||||
<FinancialChart
|
||||
data={financialData}
|
||||
{statementConfig}
|
||||
displayStatement={item?.key}
|
||||
{filterRule}
|
||||
{processedData}
|
||||
color={["#e5009d", "#9203e8", "#ff0831", "#6100ff"][
|
||||
i % 4
|
||||
]}
|
||||
/>
|
||||
{/each}
|
||||
</div>
|
||||
{:else}
|
||||
<div
|
||||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="border-b border-gray-800">
|
||||
<th
|
||||
class="text-white font-semibold text-start text-sm sm:text-[1rem]"
|
||||
>{filterRule === "annual"
|
||||
? "Fiscal Year End"
|
||||
: "Quarter Ends"}</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>{statementConfig?.find(
|
||||
(item) => item?.propertyName === displayStatement,
|
||||
)?.label}</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>Change</th
|
||||
>
|
||||
<th
|
||||
class="text-white font-semibold text-end text-sm sm:text-[1rem]"
|
||||
>Growth</th
|
||||
>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{#each tableList as item, index}
|
||||
<!-- row -->
|
||||
<tr class="odd:bg-odd border-b border-gray-800">
|
||||
<table
|
||||
class="table table-sm bg-table border border-gray-800 table-compact w-full"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="text-white">
|
||||
<td
|
||||
class="text-white font-medium text-sm sm:text-[1rem] whitespace-nowrap"
|
||||
class="text-start bg-default text-white text-sm font-semibold pr-10"
|
||||
>Year</td
|
||||
>
|
||||
{item?.date}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] text-right whitespace-nowrap"
|
||||
>
|
||||
{@html abbreviateNumber(item?.value, false, true)}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] whitespace-nowrap font-medium text-end"
|
||||
>
|
||||
{@html item?.value - tableList[index + 1]?.value !==
|
||||
0
|
||||
? abbreviateNumber(
|
||||
(
|
||||
item?.value - tableList[index + 1]?.value
|
||||
)?.toFixed(2),
|
||||
false,
|
||||
true,
|
||||
)
|
||||
: "n/a"}
|
||||
</td>
|
||||
|
||||
<td
|
||||
class="text-white text-sm sm:text-[1rem] whitespace-nowrap font-medium text-end"
|
||||
>
|
||||
{#if index + 1 - tableList?.length === 0}
|
||||
n/a
|
||||
{:else if item?.value === 0 && tableList[index + 1]?.value < 0}
|
||||
<span class="text-[#FF2F1F]">-100.00%</span>
|
||||
{:else if item?.value === 0 && tableList[index + 1]?.value > 0}
|
||||
<span class="text-[#00FC50]">100.00%</span>
|
||||
{:else if item?.value - tableList[index + 1]?.value > 0}
|
||||
<span class="text-[#00FC50]">
|
||||
{(
|
||||
((item?.value - tableList[index + 1]?.value) /
|
||||
Math.abs(item?.value)) *
|
||||
100
|
||||
)?.toFixed(2)}%
|
||||
</span>
|
||||
{:else if item?.value - tableList[index + 1]?.value < 0}
|
||||
<span class="text-[#FF2F1F]">
|
||||
-{(
|
||||
Math?.abs(
|
||||
(tableList[index + 1]?.value -
|
||||
item?.value) /
|
||||
Math.abs(item?.value),
|
||||
) * 100
|
||||
)?.toFixed(2)}%
|
||||
</span>
|
||||
{#each financialData as cash}
|
||||
{#if filterRule === "annual"}
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" + cash?.calendarYear?.slice(-2)}
|
||||
</td>
|
||||
{:else}
|
||||
n/a
|
||||
<td
|
||||
class="bg-default font-semibold text-sm text-end"
|
||||
>
|
||||
{"FY" +
|
||||
cash?.calendarYear?.slice(-2) +
|
||||
" " +
|
||||
cash?.period}
|
||||
</td>
|
||||
{/if}
|
||||
</td>
|
||||
{/each}
|
||||
</tr>
|
||||
{/each}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{:else}
|
||||
<div
|
||||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto"
|
||||
>
|
||||
<table
|
||||
class="table table-sm table-compact bg-table border border-gray-800 w-full"
|
||||
>
|
||||
<thead class="bg-default">
|
||||
<tr class="text-white">
|
||||
<td class="text-start text-sm font-semibold">Year</td>
|
||||
{#each ratios as item}
|
||||
{#if filterRule === "annual"}
|
||||
<td
|
||||
class="bg-default font-semibold text-end text-sm"
|
||||
>
|
||||
{"FY" + item?.calendarYear?.slice(-2)}
|
||||
</td>
|
||||
{:else}
|
||||
<td
|
||||
class="bg-default font-semibold text-end text-sm"
|
||||
>
|
||||
{"FY" +
|
||||
item?.calendarYear?.slice(-2) +
|
||||
" " +
|
||||
item?.period}
|
||||
</td>
|
||||
{/if}
|
||||
{/each}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- row -->
|
||||
<FinancialTable data={ratios} {fields} />
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</thead>
|
||||
<tbody>
|
||||
<!-- row -->
|
||||
<FinancialTable data={financialData} {fields} />
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
{/if}
|
||||
{/if}
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
{:else}
|
||||
<div class="w-full flex justify-center items-center h-80">
|
||||
<div class="relative">
|
||||
<label
|
||||
class="bg-secondary rounded-md h-14 w-14 flex justify-center items-center absolute top-1/2 left-1/2 transform -translate-x-1/2 -translate-y-1/2"
|
||||
>
|
||||
<span class="loading loading-spinner loading-md text-gray-400"
|
||||
></span>
|
||||
</label>
|
||||
</div>
|
||||
</div>
|
||||
</main>
|
||||
{/if}
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
<style>
|
||||
.app {
|
||||
height: 400px;
|
||||
width: 100%;
|
||||
}
|
||||
|
||||
@media (max-width: 560px) {
|
||||
.app {
|
||||
width: 100%;
|
||||
height: 300px;
|
||||
}
|
||||
}
|
||||
|
||||
.chart {
|
||||
width: 100%;
|
||||
}
|
||||
</style>
|
||||
|
||||
Loading…
x
Reference in New Issue
Block a user