add more rules

This commit is contained in:
MuslemRahimi 2024-10-26 13:20:23 +02:00
parent b9ab0ca632
commit ac582a7255
2 changed files with 229 additions and 261 deletions

View File

@ -63,14 +63,14 @@
avgVolume: {
label: "Average Volume",
step: ["100M", "10M", "1M", "100K", "10K", "1K", "0"],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
volume: {
label: "Volume",
step: ["100M", "10M", "1M", "100K", "10K", "1K", "0"],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
@ -205,7 +205,7 @@
price: {
label: "Stock Price",
step: [1000, 500, 400, 300, 200, 150, 100, 80, 60, 50, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 10,
},
@ -315,280 +315,287 @@
marketCap: {
label: "Market Cap",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
workingCapital: {
label: "Working Capital",
step: ["20B", "10B", "5B", "1B", "500M", "100M", "50M", "10M", "1M", "0"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
totalAssets: {
label: "Total Assets",
step: ["500B", "200B", "100B", "50B", "10B", "1B", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
tangibleAssetValue: {
label: "Tangible Assets",
step: ["500B", "200B", "100B", "50B", "10B", "1B", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
revenue: {
label: "Revenue",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
revenueGrowthYears: {
label: "Revenue Growth Years",
step: ["10", "5", "3", "1"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
epsGrowthYears: {
label: "EPS Growth Years",
step: ["10", "5", "3", "1"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
netIncomeGrowthYears: {
label: "Net Income Growth Years",
step: ["10", "5", "3", "1"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
grossProfitGrowthYears: {
label: "Gross Profit Growth Years",
step: ["10", "5", "3", "1"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
growthRevenue: {
label: "Revenue Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
costOfRevenue: {
label: "Cost of Revenue",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthCostOfRevenue: {
label: "Cost of Revenue Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
costAndExpenses: {
label: "Cost & Expenses",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthCostAndExpenses: {
label: "Cost & Expenses Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
netIncome: {
label: "Net Income",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthNetIncome: {
label: "Net Income Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
grossProfit: {
label: "Gross Profit",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthGrossProfit: {
label: "Gross Profit Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
researchAndDevelopmentExpenses: {
label: "Research & Development",
step: ["10B", "1B", "100M", "10M", "1M", 0],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
growthResearchAndDevelopmentExpenses: {
label: "R&D Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
payoutRatio: {
label: "Payout Ratio",
step: ["100%", "80%", "60%", "40%", "20%", "0%", "-20%", "-40%"],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
dividendYield: {
label: "Dividend Yield",
step: ["50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
annualDividend: {
label: "Annual Dividend",
step: [10, 5, 3, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
dividendGrowth: {
label: "Dividend Growth",
step: ["50%", "20%", "10%", "5%", "3%", "2%", "1%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
eps: {
label: "EPS",
step: [20, 15, 10, 5, 3, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
growthEPS: {
label: "EPS Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
interestIncome: {
label: "Interest Income",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
interestExpense: {
label: "Interest Expenses",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthInterestExpense: {
label: "Interest Expenses Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
operatingExpenses: {
label: "Operating Expenses",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthOperatingExpenses: {
label: "Operating Expenses Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
ebit: {
label: "EBIT",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
defaultCondition: "over",
defaultValue: "10M",
},
operatingIncome: {
label: "Operating Income",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthOperatingIncome: {
label: "Operating Income Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
growthFreeCashFlow: {
label: "Free Cash Flow Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
growthOperatingCashFlow: {
label: "Operating Cash Flow Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
growthStockBasedCompensation: {
label: "Stock-Based Compensation Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
growthTotalLiabilities: {
label: "Total Liabilities Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
growthTotalDebt: {
label: "Total Debt Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
growthTotalStockholdersEquity: {
label: "Shareholders Equity Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
researchDevelopmentRevenueRatio: {
label: "R&D / Revenue",
step: ["20%", "10%", "5%", "1%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
@ -596,71 +603,75 @@
cagr3YearRevenue: {
label: "Revenue CAGR 3Y",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
cagr5YearRevenue: {
label: "Revenue CAGR 5Y",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
cagr3YearEPS: {
label: "EPS CAGR 3Y",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
cagr5YearEPS: {
label: "EPS CAGR 5Y",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
returnOnInvestedCapital: {
label: "Return On Capital",
step: ["100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
relativeVolume: {
label: "Relative Volume",
step: ["500%", "200%", "100%", "50%", "10%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "50%",
},
institutionalOwnership: {
label: "Institutional Ownership",
step: ["90%", "80%", "70%", "60%", "50%", "40%", "30%", "20%", "10%"],
category: "fund",
defaultCondition: "over",
defaultValue: "10%",
},
pe: {
label: "Price / Earnings (ttm)",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
peg: {
label: "PEG Ratio",
step: [100, 10, 5, 3, 1, 0.5, 0],
defaultCondition: "over",
defaultValue: 0,
},
forwardPE: {
label: "Forward PE",
step: [50, 20, 10, 5, 1, 0, -1, -5, -10, -20, -50],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
forwardPS: {
label: "Forward PS",
step: [50, 20, 10, 5, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: 5,
},
@ -668,42 +679,42 @@
priceToBookRatio: {
label: "PB Ratio",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
priceToSalesRatio: {
label: "PS Ratio",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
beta: {
label: "Beta",
step: [10, 5, 1, -5, -10],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
ebitda: {
label: "EBITDA",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
growthEBITDA: {
label: "EBITDA Growth",
step: ["200%", "100%", "50%", "20%", "10%", "5%", "1%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
var: {
label: "Value-at-Risk",
step: ["-1%", "-5%", "-10%", "-15%", "-20%"],
category: "fund",
defaultCondition: "over",
defaultValue: "-5%",
},
@ -712,119 +723,143 @@
currentRatio: {
label: "Current Ratio",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
quickRatio: {
label: "Quick Ratio",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
debtEquityRatio: {
label: "Debt / Equity",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: 1,
},
debtRatio: {
label: "Debt Ratio",
step: [1, 0.5, 0, -0.5, -1],
category: "fund",
defaultCondition: "over",
defaultValue: -0.5,
},
returnOnAssets: {
label: "Return on Assets",
step: [10, 8, 6, 4, 2, 1, 0, -2, -4, -6, -8, -10],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
returnOnEquity: {
label: "Return on Equity",
step: [10, 8, 6, 4, 2, 1, 0, -2, -4, -6, -8, -10],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
returnOnTangibleAssets: {
label: "Return on Tangible Assets",
step: [10, 8, 6, 4, 2, 1, 0, -2, -4, -6, -8, -10],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
enterpriseValue: {
label: "Enterprise Value",
step: ["100B", "50B", "10B", "1B", "300M", "100M", "10M"],
category: "fund",
defaultCondition: "over",
defaultValue: "10M",
},
evSales: {
label: "EV / Sales",
step: [50, 20, 10, 5, 1, 0],
defaultCondition: "over",
defaultValue: 0,
},
evEarnings: {
label: "EV / Earnings",
step: [50, 20, 10, 5, 1, 0],
defaultCondition: "over",
defaultValue: 0,
},
evEBITDA: {
label: "EV / EBITDA",
step: [50, 20, 10, 5, 1, 0],
defaultCondition: "over",
defaultValue: 0,
},
evEBIT: {
label: "EV / EBIT",
step: [50, 20, 10, 5, 1, 0],
defaultCondition: "over",
defaultValue: 0,
},
freeCashFlowPerShare: {
label: "FCF / Share",
step: [10, 8, 6, 4, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
cashPerShare: {
label: "Cash / Share",
step: [50, 20, 10, 5, 1, 0, -1, -5, -10, -20, -50],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
priceToFreeCashFlowsRatio: {
label: "Price / FCF",
step: [50, 20, 10, 5, 1, 0, -1, -5, -10, -20, -50],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
sharesShort: {
label: "Short Interest",
step: ["50M", "20M", "10M", "5M", "1M", "500K"],
category: "fund",
defaultCondition: "over",
defaultValue: "500K",
},
shortRatio: {
label: "Short Ratio",
step: [10, 5, 3, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
shortFloatPercent: {
label: "Short % Float",
step: ["50%", "30%", "20%", "10%", "5%", "1%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
shortOutStandingPercent: {
label: "Short % Shares",
step: ["50%", "30%", "20%", "10%", "5%", "1%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
failToDeliver: {
label: "Fail to Deliver (FTD)",
step: ["1M", "500K", "200K", "100K", "50K", "10K", "1K"],
category: "fund",
defaultCondition: "over",
defaultValue: "1K",
},
relativeFTD: {
label: "Relative FTD",
label: "FTD / Avg. Volume",
step: ["300%", "200%", "100%", "50%", "20%", "10%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "50%",
},
@ -832,56 +867,56 @@
freeCashFlow: {
label: "Free Cash Flow",
step: ["50B", "10B", "1B", "100M", "10M", "1M", 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
operatingCashFlow: {
label: "Operating Cash Flow",
step: ["50B", "10B", "1B", "100M", "10M", "1M", 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
operatingCashFlowPerShare: {
label: "Operating Cash Flow / Share",
step: [50, 40, 30, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
revenuePerShare: {
label: "Revenue / Share",
step: [50, 40, 30, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
netIncomePerShare: {
label: "Net Income / Share",
step: [50, 40, 30, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
shareholdersEquityPerShare: {
label: "Shareholders Equity / Share",
step: [50, 40, 30, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
interestDebtPerShare: {
label: "Interest Debt / Share",
step: [50, 40, 30, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
capexPerShare: {
label: "CapEx / Share",
step: [50, 40, 30, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
@ -900,196 +935,196 @@
"-20%",
"-50%",
],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
totalDebt: {
label: "Total Debt",
step: ["200B", "100B", "50B", "10B", "1B", "100M", "10M", "1M"],
category: "fund",
defaultCondition: "over",
defaultValue: "1M",
},
cashFlowToDebtRatio: {
label: "Cash Flow / Debt",
step: [50, 40, 30, 20, 10, 5, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "1",
},
operatingCashFlowSalesRatio: {
label: "Operating Cash Flow / Sales",
step: [5, 3, 1, 0.5, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
priceCashFlowRatio: {
label: "Price / Cash Flow",
step: [20, 15, 10, 5, 3, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
priceEarningsRatio: {
label: "Price / Earnings",
step: [100, 50, 20, 10, 5, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
priceEarningsToGrowthRatio: {
label: "Price / Earnings Growth",
step: [10, 5, 3, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
stockBasedCompensation: {
label: "Stock-Based Compensation",
step: ["10B", "1B", "100M", "10M", "1M", 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
totalStockholdersEquity: {
label: "Shareholders Equity",
step: ["100B", "50B", "10B", "1B", "100M", "50M", "10M", "1M", 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
grossProfitMargin: {
label: "Gross Margin",
step: ["80%", "60%", "50%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
netProfitMargin: {
label: "Profit Margin",
step: ["80%", "60%", "50%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
pretaxProfitMargin: {
label: "Pretax Margin",
step: ["80%", "60%", "50%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
ebitdaMargin: {
label: "EBITDA Margin",
step: ["80%", "60%", "50%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
longTermDebtToCapitalization: {
label: "Long Term Debt / Market Cap",
step: ["80%", "60%", "50%", "30%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
shortTermDebtToCapitalization: {
label: "Short Term Debt / Market Cap",
step: ["80%", "60%", "50%", "30%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
interestIncomeToCapitalization: {
label: "Interest Income / Market Cap",
step: ["80%", "60%", "50%", "30%", "20%", "10%", "5%", "1%", "0.5%"],
category: "fund",
defaultCondition: "over",
defaultValue: "1%",
},
assetTurnover: {
label: "Asset Turnover",
step: [5, 3, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: 0,
},
earningsYield: {
label: "Earnings Yield",
step: ["20%", "15%", "10%", "5%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
freeCashFlowYield: {
label: "FCF Yield",
step: ["20%", "15%", "10%", "5%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
effectiveTaxRate: {
label: "Effective Tax Rate",
step: ["20%", "15%", "10%", "5%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "0%",
},
fixedAssetTurnover: {
label: "Fixed Asset Turnover",
step: [10, 5, 3, 2, 1, 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
sharesOutStanding: {
label: "Shares Outstanding",
step: ["10B", "5B", "1B", "100M", "50M", "10M", "1M"],
category: "fund",
defaultCondition: "over",
defaultValue: "1M",
},
employees: {
label: "Employees",
step: ["500K", "300K", "200K", "100K", "10K", "1K", "100"],
category: "fund",
defaultCondition: "over",
defaultValue: "100K",
},
revenuePerEmployee: {
label: "Revenue Per Employee",
step: ["5M", "3M", "2M", "1M", "500K", "100K", 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
profitPerEmployee: {
label: "Profit Per Employee",
step: ["5M", "3M", "2M", "1M", "500K", "100K", 0],
category: "fund",
defaultCondition: "over",
defaultValue: "0",
},
totalLiabilities: {
label: "Total Liabilities",
step: ["500B", "200B", "100B", "50B", "10B", "1B", "100M", "10M", "1M"],
category: "fund",
defaultCondition: "over",
defaultValue: "1M",
},
altmanZScore: {
label: "Altman-Z-Score",
step: [10, 5, 3, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
piotroskiScore: {
label: "Piotroski F-Score",
step: [9, 8, 7, 6, 5, 4, 3, 2, 1],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
@ -1097,28 +1132,28 @@
analystRating: {
label: "Analyst Rating",
step: ["Strong Buy", "Buy", "Hold", "Sell", "Strong Sell"],
category: "fund",
defaultCondition: "",
defaultValue: "any",
},
analystCounter: {
label: "Analyst Count",
step: ["40", "30", "20", "10", "5", "0"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
priceTarget: {
label: "Price Target",
step: ["1000", "500", "100", "10", "5", "1"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
upside: {
label: "Price Target Upside [%]",
step: ["100%", "50%", "20%", "10%", "5%", "0%"],
category: "fund",
defaultCondition: "over",
defaultValue: "any",
},
@ -1132,28 +1167,28 @@
score: {
label: "AI Score",
step: ["Strong Buy", "Buy", "Hold", "Sell", "Strong Sell"],
category: "fund",
defaultCondition: "",
defaultValue: "any",
},
sector: {
label: "Sector",
step: sectorList,
category: "fund",
defaultCondition: "",
defaultValue: "any",
},
industry: {
label: "Industry",
step: industryList,
category: "fund",
defaultCondition: "",
defaultValue: "any",
},
country: {
label: "Country",
step: listOfRelevantCountries,
category: "fund",
defaultCondition: "",
defaultValue: "any",
},

View File

@ -1,45 +1,19 @@
<script lang="ts">
import Lazy from "$lib/components/Lazy.svelte";
import ReturnCard from "$lib/components/ReturnCard.svelte";
import {
numberOfUnreadNotification,
displayCompanyName,
screenWidth,
stockTicker,
revenueSegmentationComponent,
} from "$lib/store";
import { abbreviateNumber } from "$lib/utils";
export let data;
let companyName = $displayCompanyName
?.replace("Inc.", "")
?.replace(".com", "");
let quantStats = {};
// Function to check if a date is today or yesterday, adjusting for weekends
function ongoingDD(dateString: string) {
const date = new Date(dateString);
const today = new Date();
const yesterday = new Date(today);
yesterday.setDate(yesterday.getDate() - 1);
// Adjust today to Friday if it's Saturday or Sunday
if (today.getDay() === 6) {
// Saturday
today.setDate(today.getDate() - 1); // Set to Friday
} else if (today.getDay() === 0) {
// Sunday
today.setDate(today.getDate() - 2); // Set to Friday
}
return (
(date.getDate() === today.getDate() &&
date.getMonth() === today.getMonth() &&
date.getFullYear() === today.getFullYear()) ||
(date.getDate() === yesterday.getDate() &&
date.getMonth() === yesterday.getMonth() &&
date.getFullYear() === yesterday.getFullYear())
);
}
/*
let progressDayPriceValue = 0;
let progressYearPriceValue = 0;
@ -127,42 +101,9 @@ updateYearRange()
<div
class="-mb-2 flex items-start justify-between border-b border-gray-500 md:-mb-4"
>
<h1 class="mb-3 text-2xl font-bold">Tesla Statistics</h1>
</div>
<div>
<h2 class="mb-2 px-0.5 text-xl font-bold text-white">
Total Valuation
</h2>
<p
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
Tesla has a market cap or net worth of $832.14 billion. The
enterprise value is $812.05 billion.
</p>
<table class="w-full">
<tbody
><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><a
class="dothref text-default"
href="/stocks/tsla/market-cap/">Market Cap</a
></td
>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="832,139,935,299">832.14B</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Enterprise Value</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="812,053,935,299">812.05B</td
>
</tr></tbody
>
</table>
<h1 class="mb-3 text-2xl font-bold">
{companyName} Statistics
</h1>
</div>
<div>
@ -172,8 +113,8 @@ updateYearRange()
<p
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
Tesla has 3.19 billion shares outstanding. The number of shares
has increased by 0.31% in one year.
{companyName} has 3.19 billion shares outstanding. The number of
shares has increased by 0.31% in one year.
</p>
<table class="w-full">
<tbody
@ -201,14 +142,6 @@ updateYearRange()
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="0.460%">+0.46%</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Owned by Insiders (%)</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="12.963%">12.96%</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Owned by Institutions (%)</span>
@ -229,6 +162,62 @@ updateYearRange()
>
</table>
</div>
<div>
<h2 class="mb-2 px-0.5 text-xl font-bold text-white">
Short Selling Information
</h2>
<p
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
The latest short interest is 74.33 million, so 2.33% of the
outstanding shares have been sold short.
</p>
<table class="w-full">
<tbody
><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short Interest</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="74,332,630">74.33M</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short Previous Month</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="77,219,507">77.22M</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short % of Shares Out</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="2.327%">2.33%</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short % of Float</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="2.676%">2.68%</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short Ratio (days to cover)</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="0.930">0.93</td
>
</tr></tbody
>
</table>
</div>
<div>
<h2 class="mb-2 px-0.5 text-xl font-bold text-white">
Valuation Ratios
@ -237,7 +226,7 @@ updateYearRange()
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
The trailing PE ratio is 71.41 and the forward PE ratio is
86.99. Tesla's PEG ratio is 5.94.
86.99. {companyName}'s PEG ratio is 5.94.
</p>
<table class="w-full">
@ -315,8 +304,7 @@ updateYearRange()
<p
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
The stock's EV/EBITDA ratio is 61.31, with an EV/FCF ratio of
224.95.
{$displayCompanyName} has an Enterprise Value (EV) of 11.2B.
</p>
<table class="w-full">
<tbody
@ -545,8 +533,8 @@ updateYearRange()
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
The stock price has increased by +22.82% in the last 52 weeks.
The beta is 2.30, so Tesla's price volatility has been higher
than the market average.
The beta is 2.30, so {companyName}'s price volatility has been
higher than the market average.
</p>
<table class="w-full">
<tbody
@ -602,62 +590,7 @@ updateYearRange()
>
</table>
</div>
<div>
<h2 class="mb-2 px-0.5 text-xl font-bold text-white">
Short Selling Information
</h2>
<p
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
The latest short interest is 74.33 million, so 2.33% of the
outstanding shares have been sold short.
</p>
<table class="w-full">
<tbody
><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short Interest</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="74,332,630">74.33M</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short Previous Month</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="77,219,507">77.22M</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short % of Shares Out</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="2.327%">2.33%</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short % of Float</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="2.676%">2.68%</td
>
</tr><tr class="border-y border-gray-600 odd:bg-[#27272A]"
><td class="px-[5px] py-1.5 xs:px-2.5 xs:py-2"
><span>Short Ratio (days to cover)</span>
</td>
<td
class="px-[5px] py-1.5 text-right font-semibold xs:px-2.5 xs:py-2"
title="0.930">0.93</td
>
</tr></tbody
>
</table>
</div>
<div>
<h2 class="mb-2 px-0.5 text-xl font-bold text-white">
Income Statement
@ -665,8 +598,8 @@ updateYearRange()
<p
class="mb-4 px-0.5 text-white xs:text-[1.05rem] lg:leading-normal"
>
In the last 12 months, Tesla had revenue of $97.15 billion and
earned $12.74 billion in profits. Earnings per share was $3.65.
In the last 12 months, {companyName} had revenue of $97.15 billion
and earned $12.74 billion in profits. Earnings per share was $3.65.
</p>
<table class="w-full">
<tbody