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github.com/daloopa/investing
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Functions
224 in github.com/daloopa/investing
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Functions
224
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Types & classes
1
↓ 19 callers
Function
_error
Print error JSON to stderr and exit.
infra/chart_generator.py:118
↓ 18 callers
Function
_safe_get
Safely get a value from yfinance info dict, returning None on failure.
infra/market_data.py:59
↓ 17 callers
Function
_col_letter
(col: int)
infra/excel_builder.py:191
↓ 15 callers
Function
get
GET request with auth. Returns parsed JSON.
recipes/daloopa_client.py:54
↓ 11 callers
Function
_companies
(ctx: dict)
infra/comp_builder.py:174
↓ 10 callers
Function
_write_header_row
Write a row of header-styled cells.
infra/excel_builder.py:117
↓ 9 callers
Function
_header_row
(ws, row: int, values: list, start_col: int = 1)
infra/comp_builder.py:122
↓ 9 callers
Function
trailing_vals
Last n values from series, filtering None.
infra/projection_engine.py:66
↓ 8 callers
Function
_auto_col_widths
Set column widths based on content length, clamped to [min_w, max_w].
infra/excel_builder.py:100
↓ 8 callers
Function
_auto_col_widths
(ws, min_w: int = COL_MIN_WIDTH, max_w: int = COL_MAX_WIDTH)
infra/comp_builder.py:107
↓ 7 callers
Function
_freeze
(ws, row: int = 2, col: int = 2)
infra/comp_builder.py:118
↓ 6 callers
Function
_format_number
Format a number with comma separators.
infra/chart_generator.py:92
↓ 6 callers
Function
_freeze_pane
Freeze the first row and first column.
infra/excel_builder.py:112
↓ 6 callers
Function
_save
Save figure and close.
infra/chart_generator.py:106
↓ 6 callers
Function
_write_data_cell
Write a single data cell with proper style and number format.
infra/excel_builder.py:152
↓ 5 callers
Function
_fmt
(name: str)
infra/comp_builder.py:142
↓ 5 callers
Function
_historical_ratio
Compute trailing average ratio of numerator/denominator over recent periods.
infra/excel_builder.py:1140
↓ 4 callers
Function
_add_growth_conditional_formatting
Apply green/red conditional formatting for positive/negative values.
infra/excel_builder.py:172
↓ 4 callers
Function
_col
(col: int)
infra/comp_builder.py:103
↓ 4 callers
Function
_flatten
Recursively flatten a nested dict into dot-notation key/value pairs.
infra/report_differ.py:20
↓ 4 callers
Function
_is_pct_metric
Return True if a metric name looks like a percentage.
infra/excel_builder.py:124
↓ 4 callers
Function
_latest_val
(data: dict, key: str, period: str | None)
infra/comp_builder.py:339
↓ 3 callers
Function
_apply_base_style
Apply design system styling to an axes object.
infra/chart_generator.py:75
↓ 3 callers
Function
_build_financial_tab
Generic builder for Income Statement, Balance Sheet, Cash Flow tabs.
infra/excel_builder.py:249
↓ 3 callers
Function
_last_value
Get the most recent non-None value for a metric.
infra/excel_builder.py:1169
↓ 3 callers
Function
_number_format_for_metric
(name: str)
infra/excel_builder.py:144
↓ 3 callers
Function
_trailing_avg
Compute trailing average of a metric over the last n available periods.
infra/excel_builder.py:1156
↓ 3 callers
Function
get_headers
Build Basic Auth headers from environment variables.
recipes/daloopa_client.py:41
↓ 3 callers
Function
paginate
Auto-paginate a list endpoint that returns {count, next, results}.
recipes/daloopa_client.py:81
↓ 2 callers
Function
_build_table_subdoc
Build a Subdoc containing a formatted table. Args: doc: DocxTemplate instance rows_data: list of dicts (the table rows) c
infra/docx_renderer.py:169
↓ 2 callers
Function
_compare_dicts
Recursively compare two dicts, returning a list of change entries.
infra/report_differ.py:106
↓ 2 callers
Function
_get_multiples
Internal helper to fetch multiples for a ticker. Returns a dict.
infra/market_data.py:109
↓ 2 callers
Function
_is_eps_metric
(name: str)
infra/excel_builder.py:133
↓ 2 callers
Function
_is_pct
(name: str)
infra/comp_builder.py:128
↓ 2 callers
Function
_set_cell_shading
(cell, color_hex)
infra/docx_renderer.py:76
↓ 2 callers
Function
_style_cell
Write text into a cell and apply formatting.
infra/docx_renderer.py:144
↓ 2 callers
Function
check_once
Run a single poll cycle.
recipes/poll_for_updates.py:56
↓ 2 callers
Function
compute_seasonal_pattern
Compute each quarter's share of trailing annual revenue. Returns a list of n_quarters fractions that sum to ~1.0, representing the seasonal w
infra/projection_engine.py:86
↓ 2 callers
Function
cv
(vals)
infra/projection_engine.py:424
↓ 2 callers
Function
list_sub_industries
List all available sub-industries.
recipes/industry_analysis.py:23
↓ 2 callers
Function
load_env_file
Load .env file manually without requiring python-dotenv.
infra/market_data.py:20
↓ 2 callers
Function
post
POST request with auth. Returns parsed JSON.
recipes/daloopa_client.py:62
↓ 2 callers
Function
safe_div
Division returning None when b is zero or either operand is None.
infra/projection_engine.py:51
↓ 1 callers
Function
_add_appendix
(doc)
scripts/create_template.py:212
↓ 1 callers
Function
_add_appendix
(doc)
scripts/update_research_template.py:237
↓ 1 callers
Function
_add_capital_allocation
(doc)
scripts/create_template.py:187
↓ 1 callers
Function
_add_capital_allocation
(doc)
scripts/update_research_template.py:204
↓ 1 callers
Function
_add_centered_paragraph
(doc, text, style="Normal", color=None)
scripts/create_template.py:102
↓ 1 callers
Function
_add_centered_paragraph
(doc, text, style="Normal", color=None)
scripts/update_research_template.py:101
↓ 1 callers
Function
_add_company_overview
(doc)
scripts/create_template.py:141
↓ 1 callers
Function
_add_company_overview
(doc)
scripts/update_research_template.py:140
↓ 1 callers
Function
_add_cond_fmt
(ws, min_row: int, max_row: int, min_col: int, max_col: int)
infra/comp_builder.py:164
↓ 1 callers
Function
_add_cover_page
(doc)
scripts/create_template.py:115
↓ 1 callers
Function
_add_cover_page
(doc)
scripts/update_research_template.py:114
↓ 1 callers
Function
_add_executive_summary
(doc)
scripts/create_template.py:126
↓ 1 callers
Function
_add_executive_summary
(doc)
scripts/update_research_template.py:125
↓ 1 callers
Function
_add_financial_analysis
(doc)
scripts/create_template.py:146
↓ 1 callers
Function
_add_financial_analysis
(doc)
scripts/update_research_template.py:150
↓ 1 callers
Function
_add_forward_catalysts
(doc)
scripts/update_research_template.py:198
↓ 1 callers
Function
_add_guidance_track_record
(doc)
scripts/create_template.py:160
↓ 1 callers
Function
_add_guidance_track_record
(doc)
scripts/update_research_template.py:176
↓ 1 callers
Function
_add_hyperlink
Add a clickable hyperlink to a paragraph.
infra/docx_renderer.py:99
↓ 1 callers
Function
_add_industry_deep_dive
(doc)
scripts/update_research_template.py:171
↓ 1 callers
Function
_add_investment_thesis
(doc)
scripts/create_template.py:134
↓ 1 callers
Function
_add_investment_thesis
(doc)
scripts/update_research_template.py:133
↓ 1 callers
Function
_add_monitoring_framework
(doc)
scripts/update_research_template.py:229
↓ 1 callers
Function
_add_news_and_events
(doc)
scripts/update_research_template.py:145
↓ 1 callers
Function
_add_page_break
(doc)
scripts/create_template.py:98
↓ 1 callers
Function
_add_page_break
(doc)
scripts/update_research_template.py:97
↓ 1 callers
Function
_add_risks
(doc)
scripts/create_template.py:207
↓ 1 callers
Function
_add_risks
(doc)
scripts/update_research_template.py:224
↓ 1 callers
Function
_add_scenario_analysis
(doc)
scripts/create_template.py:167
↓ 1 callers
Function
_add_valuation
(doc)
scripts/create_template.py:192
↓ 1 callers
Function
_add_valuation
(doc)
scripts/update_research_template.py:209
↓ 1 callers
Function
_add_what_you_need_to_believe
(doc)
scripts/update_research_template.py:183
↓ 1 callers
Function
_build_dynamic_config
Build a table config from the keys in the first row of data. Assumes every row dict has a 'metric' key plus period columns.
infra/docx_renderer.py:225
↓ 1 callers
Function
_compare_lists
Compare two lists and return change entries for added/removed/changed items.
infra/report_differ.py:41
↓ 1 callers
Function
_compute_sections_status
Determine changed/unchanged status for each top-level section.
infra/report_differ.py:160
↓ 1 callers
Function
_compute_yoy_growth
Compute YoY growth percentages. Returns list same length as values, with None for the first 4 entries (no prior-year comp).
infra/chart_generator.py:124
↓ 1 callers
Function
_configure_styles
Set up document styles for Title, Heading 1, Heading 2, and Normal.
scripts/create_template.py:44
↓ 1 callers
Function
_configure_styles
Set up document styles for Title, Heading 1, Heading 2, and Normal.
scripts/update_research_template.py:43
↓ 1 callers
Function
_default_output_path
Generate a default output path from chart type and timestamp.
infra/chart_generator.py:99
↓ 1 callers
Function
_enrich_projections
Derive sub-line items for projected periods from high-level projections. Uses historical ratios to fill in IS/CF/BS items that weren't directly
infra/excel_builder.py:1179
↓ 1 callers
Function
_find_chrome
Find Chrome/Chromium binary.
infra/pdf_renderer.py:237
↓ 1 callers
Function
_find_chrome
Find Chrome/Chromium binary.
infra/deck_renderer.py:20
↓ 1 callers
Function
_is_multiple
(name: str)
infra/comp_builder.py:135
↓ 1 callers
Function
_load_dotenv
Load .env file from project root if it exists.
recipes/daloopa_client.py:24
↓ 1 callers
Function
_merge_projections_into_financials
Merge projected values into income_statement, balance_sheet, and cash_flow. For each metric in ctx["projections"], if a matching metric name exis
infra/excel_builder.py:1121
↓ 1 callers
Function
_set_cell_borders
(cell)
infra/docx_renderer.py:83
↓ 1 callers
Function
_set_page_margins
(doc)
scripts/create_template.py:88
↓ 1 callers
Function
_set_page_margins
(doc)
scripts/update_research_template.py:87
↓ 1 callers
Function
_target
(ctx: dict)
infra/comp_builder.py:178
↓ 1 callers
Function
_top_level_section
Extract the top-level section name from a dotted path.
infra/report_differ.py:36
↓ 1 callers
Function
_write_text_with_links
Write text into a cell, converting [text](url) to hyperlinks.
infra/docx_renderer.py:116
↓ 1 callers
Function
advance_periods
Generate n period labels after last_period_str.
infra/projection_engine.py:41
↓ 1 callers
Function
build_workbook
Build the full multi-tab workbook from context data.
infra/excel_builder.py:1412
↓ 1 callers
Function
build_workbook
(ctx: dict)
infra/comp_builder.py:920
↓ 1 callers
Function
check_status
Check the latest update timestamps for a list of companies.
recipes/poll_for_updates.py:26
↓ 1 callers
Method
crawl
Main crawling function
scripts/docs_crawler.py:159
↓ 1 callers
Function
diff_json
Compare two JSON objects and return a structured diff report.
infra/report_differ.py:173
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