adding more rules
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MuslemRahimi
parent
f33d9cb96a
commit
ab77ccebef
@ -79,7 +79,7 @@ const allRules = {
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var: { label: 'Value at Risk', step: [-1,-5,-10,-15,-20], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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trendAnalysis: { label: 'AI Trend Analysis (Bullish)', step: [90,80,70,60,50], unit: '%', category: 'ai', defaultCondition: 'over', defaultValue: 'any' },
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fundamentalAnalysis: { label: 'AI Fundamental Analysis (Bullish)', step: [90,80,70,60,50], unit: '%', category: 'ai', defaultCondition: 'over', defaultValue: 'any' },
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analystRating: { label: 'Analyst Rating', step: ['Buy', 'Hold', 'Sell'], unit: '', category: 'fund', defaultCondition: 'equals', defaultValue: 'any' },
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analystRating: { label: 'Analyst Rating', step: ['Buy', 'Hold', 'Sell'], unit: '', category: 'fund', defaultCondition: '', defaultValue: 'any' },
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currentRatio: { label: 'Current Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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quickRatio: { label: 'Quick Ratio', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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debtEquityRatio: { label: 'Debt / Equity', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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@ -99,6 +99,19 @@ const allRules = {
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operatingCashFlow: { label: 'Operating Cash Flow', step: [500,200,100,20,10,1], unit: 'M', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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operatingCashFlowPerShare: { label: 'Operating Cash Flow / Share', step: [50,40,30,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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freeCashFlowMargin: { label: 'FCF Margin', step: [80,50,20,10,5,0,-5,-10,-20,-50], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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totalDebt: { label: 'Total Debt', step: [100,50,20,10,1], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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cashFlowToDebtRatio: { label: 'Cash Flow / Debt', step: [50,40,30,20,10,5,1], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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operatingCashFlowSalesRatio: { label: 'Operating Cash Flow / Sales', step: [5,3,1,0.5,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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priceCashFlowRatio: { label: 'Price / Cash Flow', step: [20,15,10,5,3,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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priceEarningsRatio: { label: 'Price / Earnings', step: [100,50,20,10,5,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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stockBasedCompensation: { label: 'Stock-Based Compensation', step: [10,5,1,0], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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totalStockholdersEquity: { label: 'Shareholders Equity', step: [100,50,20,10,5,1,0], unit: 'B', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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grossProfitMargin: { label: 'Gross Margin', step: [80,50,20,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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netProfitMargin: { label: 'Profit Margin', step: [80,50,20,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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pretaxProfitMargin: { label: 'Pretax Margin', step: [80,50,20,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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assetTurnover: { label: 'Asset Turnover', step: [5,3,2,1,0], unit: '', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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earningsYield: { label: 'Earnings Yield', step: [20,15,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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freeCashFlowYield: { label: 'FCF Yield', step: [20,15,10,5,0], unit: '%', category: 'fund', defaultCondition: 'over', defaultValue: 'any' },
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};
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@ -184,22 +197,32 @@ function changeRule(state: string)
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}
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function handleAddRule() {
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if (ruleName === '') {
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toast.error('Please select a rule', {
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style: 'border-radius: 200px; background: #333; color: #fff;'
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});
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return;
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}
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if (ruleName === '') {
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toast.error('Please select a rule', {
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style: 'border-radius: 200px; background: #333; color: #fff;'
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});
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return;
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}
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let newRule;
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switch (ruleName) {
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case 'analystRating':
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newRule = { name: ruleName, value: valueMappings[ruleName] }; //ruleTrend[ruleName]
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break;
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default:
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// Handle other cases if needed
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newRule ={
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name: ruleName,
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condition: ruleCondition[ruleName],
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value: valueMappings[ruleName]
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};
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break;
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}
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const newRule = {
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name: ruleName,
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condition: ruleCondition[ruleName],
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value: valueMappings[ruleName]
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};
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handleRule(newRule);
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handleRule(newRule);
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}
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async function handleRule(newRule) {
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@ -240,6 +263,8 @@ async function updateStockScreenerData() {
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displayRules = allRows?.filter(row => ruleOfList?.some(rule => rule.name === row.rule));
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filteredData = filterStockScreenerData();
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displayResults = filteredData?.slice(0, 50);
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} catch (error) {
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console.error('Error fetching new stock screener data:', error);
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@ -371,62 +396,67 @@ $: {
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function filterStockScreenerData() {
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console.log(ruleOfList)
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return stockScreenerData?.filter(item => {
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// Iterate over each rule to apply filtering
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for (const rule of ruleOfList) {
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const itemValue = item[rule.name];
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// Handling different cases based on rule name
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if ([
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'researchAndDevelopmentExpenses',
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'operatingIncome',
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'operatingExpenses',
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'netIncome',
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'revenue',
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'marketCap',
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'enterpriseValue',
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'costAndExpenses',
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'costOfRevenue',
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'ebitda',
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'grossProfit'
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'researchAndDevelopmentExpenses', 'operatingIncome', 'operatingExpenses',
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'netIncome', 'revenue', 'marketCap', 'enterpriseValue',
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'costAndExpenses', 'costOfRevenue', 'ebitda', 'grossProfit','stockBasedCompensation','totalDebt',
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'totalStockholdersEquity',
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].includes(rule.name)) {
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if (rule.condition === "over" && item[rule.name] !== null && item[rule.name] <= rule.value * 10**(9)) {
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if (rule.condition === "over" && itemValue !== null && itemValue <= rule.value * 10 ** 9) {
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return false;
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} else if (rule.condition === "under" && item[rule.name] !== null && item[rule.name] > rule.value * 10**(9)) {
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} else if (rule.condition === "under" && itemValue !== null && itemValue > rule.value * 10 ** 9) {
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return false;
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}
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} else if (rule.name === 'interestIncome' || rule.name === 'interestExpense') {
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if (rule.condition === "over" && item[rule.name] !== null && item[rule.name] <= rule.value * 10**(6)) {
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} else if (['interestIncome', 'interestExpense','freeCashFlow'].includes(rule.name)) {
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if (rule.condition === "over" && itemValue !== null && itemValue <= rule.value * 10 ** 6) {
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return false;
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} else if (rule.condition === "under" && item[rule.name] !== null && item[rule.name] > rule.value * 10**(6)) {
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} else if (rule.condition === "under" && itemValue !== null && itemValue > rule.value * 10 ** 6) {
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return false;
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}
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} else if (['avgVolume','sharesShort']?.includes(rule.name)) {
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if (rule.condition === "over" && item[rule.name] <= rule.value * 10**(6)) {
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} else if (['avgVolume', 'sharesShort','operatingCashFlow'].includes(rule.name)) {
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if (rule.condition === "over" && itemValue <= rule.value * 10 ** 6) {
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return false;
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} else if (rule.condition === "under" && item[rule.name] > rule.value * 10**(6)) {
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} else if (rule.condition === "under" && itemValue > rule.value * 10 ** 6) {
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return false;
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}
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} else if (['failToDeliver']?.includes(rule.name)) {
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if (rule.condition === "over" && item[rule.name] <= rule.value * 10**(3)) {
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} else if (['failToDeliver'].includes(rule.name)) {
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if (rule.condition === "over" && itemValue <= rule.value * 10 ** 3) {
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return false;
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} else if (rule.condition === "under" && item[rule.name] > rule.value * 10**(3)) {
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} else if (rule.condition === "under" && itemValue > rule.value * 10 ** 3) {
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return false;
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}
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} else if (rule.name === 'trendAnalysis') {
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if (rule.condition === "over" && item[rule.name]?.accuracy <= rule.value) {
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} else if (['trendAnalysis', 'fundamentalAnalysis'].includes(rule.name)) {
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const accuracy = item[rule.name]?.accuracy;
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if (rule.condition === "over" && accuracy <= rule.value) {
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return false;
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} else if (rule.condition === "under" && item[rule.name]?.accuracy > rule.value) {
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} else if (rule.condition === "under" && accuracy > rule.value) {
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return false;
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}
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} else if (rule.name === 'fundamentalAnalysis') {
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if (rule.condition === "over" && item[rule.name]?.accuracy <= rule.value) {
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return false;
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} else if (rule.condition === "under" && item[rule.name]?.accuracy > rule.value) {
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} else if (rule.name === 'analystRating') {
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// Ensure the rule value is one of the valid options
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if (['Hold', 'Sell', 'Buy']?.includes(rule.value) && itemValue === rule.value) {
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return true;
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} else {
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return false;
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}
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} else {
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if (rule.condition === "over" && item[rule.name] !== null && item[rule.name] <= rule.value) {
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// Handle default case
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if (rule.condition === "over" && itemValue !== null && itemValue <= rule.value) {
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return false;
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} else if (rule.condition === "under" && item[rule.name] !== null && item[rule.name] > rule.value) {
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} else if (rule.condition === "under" && itemValue !== null && itemValue > rule.value) {
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return false;
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}
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}
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@ -582,7 +612,7 @@ async function popularStrategy(state: string) {
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{ condition: "over", name: "marketCap", value: 1 },
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{ condition: "over", name: "freeCashFlow", value: 500 },
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{ condition: "over", name: "operatingCashFlowPerShare", value: 5 },
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{ condition: "over", name: "operatingCashFlow", value: "any" },
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{ condition: "over", name: "operatingCashFlow", value: 500 },
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{ condition: "over", name: "freeCashFlowPerShare", value: 2 },
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{ condition: "over", name: "freeCashFlowMargin", value: 50 }
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]
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