frontend/src/lib/components/DCF.svelte
2024-06-20 11:32:51 +02:00

332 lines
13 KiB
Svelte

<script lang='ts'>
import { Chart } from 'svelte-echarts'
import InfoModal from '$lib/components/InfoModal.svelte';
import {currentPortfolioPrice, stockTicker, screenWidth} from '$lib/store';
import Lazy from 'svelte-lazy';
//export let quantData;
export let fairPrice;
export let data;
let lastPrice:Number;
let optionsBarChart;
let change:Number;
const contentModal = `<span class="text-white">
Discounted Cash Flow (DCF) is a core method for valuing a company's true worth. It starts by predicting the company's growth and how it affects its future cash flow.
<br>
<br>
Then, it adjusts these future cash flows to their present value using a discount rate. This considers the risk associated with future cash flow predictions. Simply put, higher discount rates signal greater risk.
</span>`
const plotBarChart = () => {
const options = {
grid: {
left: '0%',
right: '0%',
top: '0%',
bottom: '0%',
containLabel: true,
},
animation: $screenWidth < 640 ? false: true,
silent: true,
xAxis: {
type: 'value',
axisLabel: {
show: false, // Hide the x-axis labels
},
axisLine: {
show: false, // Hide the y-axis lines
},
splitLine: {
show: false, // Hide the grid lines on the y-axis
},
},
yAxis: {
type: 'category',
axisLabel: {
show: false, // Hide the x-axis labels
},
axisLine: {
show: true, // Hide the y-axis lines
},
splitLine: {
show: false, // Hide the grid lines on the y-axis
},
},
series: [
{
name: 'Current Price',
type: 'bar',
barWidth: $screenWidth < 640 ? '30%' : '30%',
smooth: true,
stack: change < 0 ? 'lastPriceStack' : '',
data: [lastPrice],
label: {
show: true,
position: 'inside',
formatter: function (params) {
return [
'{a|Current Price}',
'{b|' + '$' + params.value + '}',
].join('\n');
},
rich: {
a: {
color: 'white',
fontSize: $screenWidth < 640 ? 15 : 20,
fontWeight: 'bold',
},
b: {
color: 'white',
fontSize: $screenWidth < 640 ? 24 : 30,
fontWeight: 'bold',
},
},
},
markLine: {
symbol: 'none',
label: {
position: 'middle',
formatter: '{b}',
},
lineStyle: {
color: 'white',
fontWeight: 'bold', // Make the mark line bold
type: 'dashed',
width: 2, // Increase the dashed line width
},
data: [{ type: 'average', name: '' }],
},
},
{
name: 'Fair Price',
type: 'bar',
barWidth: $screenWidth < 640 ? '30%' : '30%',
smooth: true,
stack: change > 0 ? 'fairPriceStack' : '',
data: [fairPrice],
itemStyle: {
color: '#2DC97E',
},
label: {
show: true,
position: lastPrice > fairPrice ? 'outside': 'inside',
formatter: function (params) {
return [
'{a|Fair Price}',
'{b|' + '$' + params.value + '}',
].join('\n');
},
rich: {
a: {
color: 'white',
fontSize: $screenWidth < 640 ? 15 : 20,
fontWeight: 'bold',
},
b: {
color: 'white',
fontSize: $screenWidth < 640 ? 24 : 30,
fontWeight: 'bold',
},
},
},
markLine: {
symbol: 'none',
label: {
position: 'middle',
formatter: '{b}',
},
lineStyle: {
color: 'white',
fontWeight: 'bold', // Make the mark line bold
type: 'dashed',
width: 2, // Increase the dashed line width
},
data: [{ type: 'average', name: '' }],
},
},
// Add the new bar chart on top
{
name: 'Difference',
type: 'bar',
barWidth: '100%', // Set the width to cover the other bars
smooth: true,
stack: change > 0 ? 'fairPriceStack' : 'lastPriceStack', // Stack this bar on top of the others
data: change > 0 ? [lastPrice - fairPrice] : [fairPrice - lastPrice], // Set the value to 200
itemStyle: {
color: '#FF2F1F',
},
},
],
aria: {
enabled: true,
decal: {
show: true,
},
},
};
return options;
}
$: {
if ($stockTicker && typeof window !== 'undefined')
{
lastPrice = Number($currentPortfolioPrice);
change = ( (1 - fairPrice/lastPrice ) * 100)?.toFixed(2);
optionsBarChart = plotBarChart()
}
}
</script>
<section class="overflow-hidden text-white h-full pb-8">
<main class="overflow-hidden ">
<div class="flex flex-row items-center">
<label for="dcfInfo" class="mr-1 cursor-pointer flex flex-row items-center text-white text-xl sm:text-3xl font-bold">
Discounted Cashflow Model
</label>
<InfoModal
title={"Discounted Cashflow Model"}
content={contentModal}
id={"dcfInfo"}
/>
</div>
{#if data?.user?.tier === 'Pro'}
{#if fairPrice !== null}
<div class="p-3 sm:p-0 mt-2 pb-8 sm:pb-2 rounded-lg bg-[#202020] sm:bg-[#0F0F0F]">
<div class="mt-4 text-white text-[1rem] sm:text-xl pb-4 sm:pb-0 m-auto text-start">
The DCF model signals a
{#if change < -3 }
<span class="text-[#10DB06]">
<svg class="w-6 h-6 sm:w-7 sm:h-7 inline-block" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><g fill="none" stroke="#10db06" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5"><path d="m3 17l6-6l4 4l8-8"/><path d="M17 7h4v4"/></g></svg>
Buy
</span>
{:else if change > 3 }
<span class="text-[#E57C34]">
<svg class="w-6 h-6 sm:w-7 sm:h-7 inline-block" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256"><path fill="#ff2f1f" d="M244 136v64a12 12 0 0 1-12 12h-64a12 12 0 0 1 0-24h35l-67-67l-31.51 31.52a12 12 0 0 1-17 0l-72-72a12 12 0 0 1 17-17L96 127l31.51-31.52a12 12 0 0 1 17 0L220 171v-35a12 12 0 0 1 24 0Z"/></svg>
Sell
</span>
{:else}
<span class="text-[#FF2F1F]">
<svg class="w-6 h-6 sm:w-7 sm:h-7 inline-block" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path fill="#e57c34" d="m22 12l-4-4v3H3v2h15v3l4-4Z"/></svg>
Hold
</span>
{/if}
</div>
{#if change > 0 }
<div class="text-white">
The Stock Price is
<span class="text-[#FF2F1F] sm:text-lg">{Math?.abs(change)}% overvalued</span>.
</div>
{:else if change < 0 }
<div class="text-white">
The Stock Price is
<span class="text-[#10DB06]">{Math?.abs(change)}% undervalued</span>.
</div>
{/if}
<div class="text-white text-md mt-2">
<span class="text-blue-400">${$stockTicker}</span>
(${lastPrice}) is trading {change < 0 ? 'below' : 'above'}
our estimate of fair value (${fairPrice}).
</div>
<br>
<div class="text-white text-md mb-10 -mt-3">
What is the Fair Price of <span class="font-normal text-blue-400">${$stockTicker}</span> when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model (DCF).
</div>
<Lazy height={300} fadeOption={{delay: 100, duration: 500}} keep={true}>
<div class="app w-full m-auto mb-5">
<Chart options={optionsBarChart} class="chart w-full" />
</div>
</Lazy>
{#if Math?.abs(change) > 30}
<div class=" mb-5 text-gray-100 text-sm sm:text-[1rem] sm:rounded-lg h-auto border border-slate-800 p-4">
<svg class="w-5 h-5 inline-block mr-0.5 flex-shrink-0" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 256 256"><path fill="#60a5fa" d="M128 24a104 104 0 1 0 104 104A104.11 104.11 0 0 0 128 24m-4 48a12 12 0 1 1-12 12a12 12 0 0 1 12-12m12 112a16 16 0 0 1-16-16v-40a8 8 0 0 1 0-16a16 16 0 0 1 16 16v40a8 8 0 0 1 0 16"/></svg>
Caution: The DCF model may not be reliable for <span class="text-blue-400">${$stockTicker}</span> due to significant deviation between intrinsic value and current price.
</div>
{/if}
</div>
{:else}
<h2 class=" mt-10 justify-center items-center text-3xl font-bold text-slate-700 mb-5 m-auto">
No data available
<svg class="w-10 sm:w-12 inline-block" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path fill="#334155" d="M18.68 12.32a4.49 4.49 0 0 0-6.36.01a4.49 4.49 0 0 0 0 6.36a4.508 4.508 0 0 0 5.57.63L21 22.39L22.39 21l-3.09-3.11c1.13-1.77.87-4.09-.62-5.57m-1.41 4.95c-.98.98-2.56.97-3.54 0c-.97-.98-.97-2.56.01-3.54c.97-.97 2.55-.97 3.53 0c.97.98.97 2.56 0 3.54M10.9 20.1a6.527 6.527 0 0 1-1.48-2.32C6.27 17.25 4 15.76 4 14v3c0 2.21 3.58 4 8 4c-.4-.26-.77-.56-1.1-.9M4 9v3c0 1.68 2.07 3.12 5 3.7v-.2c0-.93.2-1.85.58-2.69C6.34 12.3 4 10.79 4 9m8-6C7.58 3 4 4.79 4 7c0 2 3 3.68 6.85 4h.05c1.2-1.26 2.86-2 4.6-2c.91 0 1.81.19 2.64.56A3.215 3.215 0 0 0 20 7c0-2.21-3.58-4-8-4Z"/></svg>
</h2>
{/if}
{:else}
<div class="shadow-lg shadow-bg-[#000] bg-[#202020] sm:bg-opacity-[0.5] text-sm sm:text-[1rem] rounded-md w-full p-4 min-h-24 mt-4 text-white m-auto flex justify-center items-center text-center font-semibold">
<svg class="mr-1.5 w-5 h-5 inline-block"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>
Unlock content with <a class="inline-block ml-2 text-blue-400 hover:sm:text-white" href="/pricing">Pro Subscription</a>
</div>
{/if}
</main>
</section>
<style>
.app {
height: 300px;
max-width: 100%; /* Ensure chart width doesn't exceed the container */
}
@media (max-width: 640px) {
.app {
height: 180px;
}
}
.chart {
width: 100%;
}
</style>