Automate issuer overlay creation from ticker searches

2026-03-19 20:44:58 -04:00
parent 17de3dd72d
commit 391d6d34ce
79 changed files with 4746 additions and 695 deletions
--- a/lib/server/financials/trend-series.ts
+++ b/lib/server/financials/trend-series.ts
@@ -64,6 +64,12 @@ export function buildTrendSeries(input: {
      return (input.statementRows ?? [])
        .filter((row) => row.key === 'operating_cash_flow' || row.key === 'free_cash_flow' || row.key === 'capital_expenditures')
        .map(toTrendSeriesRow);
+    case 'equity_statement':
+      return (input.statementRows ?? [])
+        .filter((row) => row.key === 'total_equity' || row.key === 'retained_earnings' || row.key === 'common_stock_and_apic')
+        .map(toTrendSeriesRow);
+    case 'disclosures':
+      return [];
    case 'ratios':
      return (input.ratioRows ?? [])
        .filter((row) => row.category === 'margins')