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institutional-trader
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feat: Add 1W, 1M, 1Y returns to macro dashboard
Build Institutional Trader / build-and-deploy (push) Successful in 2m9s Details

This commit is contained in:
Deep Koluguri 2026-06-25 22:36:15 -04:00
parent e43361fadd
commit 7907fa30f2
4 changed files with 88 additions and 20 deletions
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2
Dockerfile
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@ -30,3 +30,5 @@ EXPOSE 3010
CMD ["node", "src/server.js"]
# Cache bust 20260625222919
# Cache bust 20260625223615

4
backend/src/routes/marketAnalysis.js
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@ -7,7 +7,7 @@
import express from 'express';
import NodeCache from 'node-cache';
import { UNIVERSE, getSymbolMeta, classifyCapTier } from '../services/stockUniverseService.js';
import { fetchBasicQuote, fetchQuoteSummary, fetchTechnicals, fetchFullAnalysis } from '../services/fundamentalsService.js';
import { fetchBasicQuote, fetchQuoteSummary, fetchTechnicals, fetchFullAnalysis, fetchMacroPerformance } from '../services/fundamentalsService.js';
import { fetchInstitutionalHolders, fetchInsiderTransactions } from '../services/institutionalHoldersService.js';
import { fetchNewsForSymbol, fetchMarketNews } from '../services/newsService.js';
import { scoreSuitability } from '../services/scoringEngine.js';
@ -304,7 +304,7 @@ router.get('/macro', async (req, res) => {
const results = await Promise.allSettled(
MACRO_SYMBOLS.map(async (entry) => {
const q = await fetchBasicQuote(entry.symbol);
const q = await fetchMacroPerformance(entry.symbol);
return q ? { symbol: entry.symbol, name: entry.name, ...q } : null;
})
);

45
backend/src/services/fundamentalsService.js
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@ -81,6 +81,51 @@ export async function fetchBasicQuote(symbol) {
}
}
/**
* Fetch macro performance (1D, 1W, 1M, 1Y)
*/
export async function fetchMacroPerformance(symbol) {
const cacheKey = `macro_perf_${symbol}`;
const cached = fundamentalsCache.get(cacheKey);
if (cached) return cached;
const url = `${YF_BASE}/v8/finance/chart/${symbol}?interval=1d&range=1y`;
try {
const data = await yfFetchAuth(url);
const result = data?.chart?.result?.[0];
if (!result) return null;
const closes = result.indicators?.quote?.[0]?.close?.filter(v => v != null) || [];
if (closes.length === 0) return null;
const currentPrice = closes[closes.length - 1];
// Calculate returns safely based on available data length
const getRet = (daysBack) => {
if (closes.length <= daysBack) return null;
const oldPrice = closes[closes.length - 1 - daysBack];
if (!oldPrice) return null;
return ((currentPrice - oldPrice) / oldPrice) * 100;
};
const q = {
symbol: symbol.toUpperCase(),
price: currentPrice,
change_pct: getRet(1),
change_1w: getRet(5),
change_1m: getRet(21),
change_1y: getRet(closes.length - 1),
};
fundamentalsCache.set(cacheKey, q);
return q;
} catch (err) {
console.warn(`[fundamentalsService] macro perf failed for ${symbol}:`, err.message);
return null;
}
}
/**
* Fetch full fundamentals via quoteSummary v10
*/

57
frontend/src/components/dashboard/MacroIndicatorsPanel.jsx
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@ -47,30 +47,51 @@ export default function MacroIndicatorsPanel() {
if (data.length === 0) return null;
function fmtPct(n) {
if (n == null) return '—';
return (n >= 0 ? '+' : '') + n.toFixed(2) + '%';
}
function getColor(n) {
if (n == null) return 'text-slate-500';
return n >= 0 ? 'text-emerald-400' : 'text-red-400';
}
return (
<div className="mb-6">
<div className="text-xs font-bold text-slate-500 mb-3 uppercase tracking-wider pl-1">Global Macro Context</div>
<div className="flex gap-3 overflow-x-auto pb-4 scrollbar-thin scrollbar-thumb-slate-700 scrollbar-track-transparent">
{data.map((item) => {
const isPositive = (item.change_pct ?? 0) >= 0;
return (
<div
key={item.symbol}
className="bg-slate-900 border border-slate-700/50 rounded-xl p-3 min-w-[150px] flex-shrink-0 flex flex-col justify-between hover:bg-slate-800 transition-colors shadow-sm"
>
<div className="text-xs font-semibold text-slate-400 mb-1">{item.name}</div>
<div className="flex items-end justify-between">
<span className="text-white font-mono font-bold">
{fmtPrice(item.price, item.symbol)}
</span>
<span className={`text-xs font-semibold tabular-nums ${isPositive ? 'text-emerald-400' : 'text-red-400'}`}>
{isPositive ? '+' : ''}{(item.change_pct ?? 0).toFixed(2)}%
</span>
{data.map((item) => (
<div
key={item.symbol}
className="bg-slate-900 border border-slate-700/50 rounded-xl p-3 min-w-[200px] flex-shrink-0 flex flex-col justify-between hover:bg-slate-800 transition-colors shadow-sm"
>
<div className="flex justify-between items-start mb-2">
<div className="text-xs font-semibold text-slate-400">{item.name}</div>
<span className="text-white font-mono font-bold text-sm">
{fmtPrice(item.price, item.symbol)}
</span>
</div>
<div className="grid grid-cols-4 gap-1 text-[10px] text-center">
<div className="flex flex-col bg-slate-800/50 rounded p-1">
<span className="text-slate-500 mb-0.5">1D</span>
<span className={`font-semibold tabular-nums ${getColor(item.change_pct)}`}>{fmtPct(item.change_pct)}</span>
</div>
<div className="flex flex-col bg-slate-800/50 rounded p-1">
<span className="text-slate-500 mb-0.5">1W</span>
<span className={`font-semibold tabular-nums ${getColor(item.change_1w)}`}>{fmtPct(item.change_1w)}</span>
</div>
<div className="flex flex-col bg-slate-800/50 rounded p-1">
<span className="text-slate-500 mb-0.5">1M</span>
<span className={`font-semibold tabular-nums ${getColor(item.change_1m)}`}>{fmtPct(item.change_1m)}</span>
</div>
<div className="flex flex-col bg-slate-800/50 rounded p-1">
<span className="text-slate-500 mb-0.5">1Y</span>
<span className={`font-semibold tabular-nums ${getColor(item.change_1y)}`}>{fmtPct(item.change_1y)}</span>
</div>
</div>
);
})}
</div>
))}
</div>
</div>
);