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Prioritize SEC financials for 10-K/10-Q and keep other filings qualitative

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francy51
2026-03-01 00:37:47 -05:00
parent 953d7c0099
commit 2a5b548d89
11 changed files with 773 additions and 149 deletions
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14
app/analysis/page.tsx
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@@ -30,6 +30,10 @@ function formatShortDate(value: string) {
return format(new Date(value), 'MMM yyyy');
}
function hasFinancialSnapshot(filingType: CompanyAnalysis['filings'][number]['filing_type']) {
return filingType === '10-K' || filingType === '10-Q';
}
export default function AnalysisPage() {
return (
<Suspense fallback={<div className="flex min-h-screen items-center justify-center text-sm text-[color:var(--terminal-muted)]">Loading analysis desk...</div>}>
@@ -110,7 +114,7 @@ function AnalysisPageContent() {
return (
<AppShell
title="Company Analysis"
subtitle="Research a single ticker across pricing, reported financials, filings, and generated AI reports."
subtitle="Research a single ticker across pricing, 10-K/10-Q financials, qualitative filings, and generated AI reports."
actions={(
<Button variant="secondary" onClick={() => void loadAnalysis(ticker)}>
<RefreshCcw className="size-4" />
@@ -246,10 +250,10 @@ function AnalysisPageContent() {
{analysis.filings.map((filing) => (
<tr key={filing.accession_number}>
<td>{format(new Date(filing.filing_date), 'MMM dd, yyyy')}</td>
<td>{filing.filing_type}</td>
<td>{filing.metrics?.revenue ? formatCompactCurrency(filing.metrics.revenue) : 'n/a'}</td>
<td>{filing.metrics?.netIncome ? formatCompactCurrency(filing.metrics.netIncome) : 'n/a'}</td>
<td>{filing.metrics?.totalAssets ? formatCompactCurrency(filing.metrics.totalAssets) : 'n/a'}</td>
<td>{filing.filing_type}{hasFinancialSnapshot(filing.filing_type) ? '' : ' (Qualitative)'}</td>
<td>{hasFinancialSnapshot(filing.filing_type) ? (filing.metrics?.revenue ? formatCompactCurrency(filing.metrics.revenue) : 'n/a') : 'qualitative only'}</td>
<td>{hasFinancialSnapshot(filing.filing_type) ? (filing.metrics?.netIncome ? formatCompactCurrency(filing.metrics.netIncome) : 'n/a') : 'qualitative only'}</td>
<td>{hasFinancialSnapshot(filing.filing_type) ? (filing.metrics?.totalAssets ? formatCompactCurrency(filing.metrics.totalAssets) : 'n/a') : 'qualitative only'}</td>
<td>
{filing.filing_url ? (
<a href={filing.filing_url} target="_blank" rel="noreferrer" className="text-xs text-[color:var(--accent)] hover:text-[color:var(--accent-strong)]">