TradeAssist 0.6.7__tar.gz

tradeassist-0.6.7/PKG-INFO

@@ -0,0 +1,140 @@
+Metadata-Version: 2.4
+Name: TradeAssist
+Version: 0.6.7
+Summary: SEC-Gemini AI Workspace with modern visualizer and analyzer features
+Author: Frank Morgan
+Project-URL: Homepage, https://github.com/subnoize90/TradeAssist
+Project-URL: Documentation, https://github.com/subnoize90/TradeAssist#readme
+Project-URL: Repository, https://github.com/subnoize90/TradeAssist.git
+Project-URL: Bug Tracker, https://github.com/subnoize90/TradeAssist/issues
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Operating System :: OS Independent
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Requires-Python: >=3.11
+Description-Content-Type: text/markdown
+Requires-Dist: google-genai>=2.23.0
+Requires-Dist: pydantic>=2.13.5
+Requires-Dist: PyQt6>=6.11.0
+Requires-Dist: PyQt6-Qt6>=6.11.2
+Requires-Dist: PyQt6_sip>=13.12.0
+Requires-Dist: pandas>=2.3.3
+Requires-Dist: numpy>=1.26.4
+Requires-Dist: yfinance>=1.7.0
+Requires-Dist: finnhub-python>=2.4.29
+Requires-Dist: beautifulsoup4>=4.15.0
+Requires-Dist: lxml>=6.1.3
+Requires-Dist: curl_cffi>=0.16.3
+Requires-Dist: peewee>=4.5.1
+Requires-Dist: websockets>=16.1.1
+Requires-Dist: requests>=2.34.2
+
+# TradeAssist: Gemini SEC Filing Analyzer
+
+A modern, highly modular PyQt6 application that maps stock tickers to SEC CIK records, downloads specific SEC EDGAR filings (like 10-Ks, 10-Qs, and 8-Ks), parses their clean text, and feeds them into Google's Gemini models (using the new `google-genai` SDK) using custom or preconfigured prompt instructions to receive clean, structured JSON or plain text data.
+
+This workspace separates the core Gemini/SEC analysis **backend logic** completely from the **PyQt GUI layer**, enabling you to easily import the core analytical engine (`GeminiSecAnalyzer`) directly into your trading bot or automated pipelines without dragging in any GUI dependencies.
+
+---
+
+## Project Directory Structure
+
+```text
+TradeAssist/
+├── app/                       # Main application package
+│   ├── __init__.py            # Package entry point
+│   ├── config.py              # Central configurations (API keys, logging, SEC headers)
+│   │
+│   ├── backend/               # Pure Python backend (NO PyQt dependencies)
+│   │   ├── __init__.py
+│   │   ├── data_models.py     # Pydantic schemas for Gemini structured JSON outputs
+│   │   ├── sec_client.py      # SEC EDGAR client (CIK mapping, listing & downloading filings)
+│   │   ├── gemini_client.py   # Google GenAI wrapper with exponential rate-limit retries
+│   │   └── analyzer.py        # Coordinating core engine coupling Gemini and SEC
+│   │
+│   ├── gui/                   # PyQt6 User Interface package
+│   │   ├── __init__.py
+│   │   ├── main_window.py     # Main window orchestrating components & worker threads
+│   │   ├── worker.py          # Asynchronous QThread workers (keeps GUI responsive)
+│   │   └── components/        # Reusable GUI widgets
+│   │       ├── __init__.py
+│   │       ├── filing_panel.py # Search, list, select filings; toggle bot scan mode
+│   │       ├── prompt_panel.py # Model configuration (temperature, schema, custom/preset prompts)
+│   │       └── results_panel.py # Dynamic HTML renderer for structured/text results
+│   │
+│   └── main.py                # Graphical App entry point (QApplication)
+│
+├── sec.py                     # [Reference] Original single-file bot implementation
+├── requirements.txt           # Python library dependencies
+└── README.md                  # This documentation file
+```
+
+---
+
+## Features
+
+1. **Two Core Analysis Modes**:
+   - **Specific Filing Analysis**: Select a specific filing (e.g. 10-K, 10-Q, 8-K), choose/input a prompt, and extract targeted details (Risk factors, Balance sheets, Dilution signs).
+   - **Comprehensive Bot Scan**: Check the box to run a multi-variable scan across news headlines, RSS filing metadata, share counts, and financial statements directly—mirroring your original bot scanning logic.
+2. **Strict Structured JSON Responses**: Uses Pydantic schemas (under `data_models.py`) coupled with Gemini's `response_schema` mode to guarantee output structure for bot pipelines.
+3. **Decoupled Backend Engine**: Built cleanly using the official new `google-genai` SDK, ready to be dropped into any script.
+4. **Asynchronous Multi-threading**: SEC scraping and Gemini inference runs in native PyQt background threads to ensure the UI remains fully responsive.
+5. **Modern styling**: Uses the polished Fusion desktop palette and rich-HTML color-coded results cards for analysis ratings.
+
+---
+
+## Setup & Running
+
+### 1. Install Dependencies
+Ensure you have a Python 3.11+ environment active, then install the required libraries:
+```bash
+pip install -r requirements.txt
+```
+
+### 2. Set Your API Keys
+Ensure your Gemini API key is configured in your environment:
+```powershell
+# Windows PowerShell
+$env:GEMINI_API_KEY="your-gemini-api-key-here"
+
+# Windows Command Prompt
+set GEMINI_API_KEY=your-gemini-api-key-here
+```
+
+### 3. Run the GUI App
+Launch the main dashboard:
+```bash
+python -m app.main
+```
+
+---
+
+## Drop-in Integration: Plugging Into Your Trading Bot
+
+Because the backend logic is completely decoupled from the PyQt GUI library, you can import and run the exact same analysis programmatically inside your automated trading bot in just a few lines of code!
+
+Here is a simple example showing how to plug it in:
+
+```python
+import os
+from app.backend.analyzer import GeminiSecAnalyzer
+from app.backend.data_models import StockAnalysis
+
+# 1. Initialize analyzer (it picks up GEMINI_API_KEY from environment)
+analyzer = GeminiSecAnalyzer()
+
+# 2. Run the comprehensive bot scan on a ticker (returns strict StockAnalysis pydantic model)
+result: StockAnalysis = analyzer.analyze_ticker_comprehensive("TSLA")
+
+# 3. Read the structured scores and trigger bot decisions!
+print(f"News Score: {result.news_score}/10")
+print(f"SEC Filing Score: {result.SEC_score}/10")
+print(f"Dilution Risk: {result.dilution_score}/10")
+print(f"Cash Burn Risk: {result.cash_burn_score}/10")
+
+if result.dilution_score > 7 or result.cash_burn_score > 8:
+    print("⚠️ WARNING: High risk detected! Aborting stock purchasing pipeline.")
+else:
+    print("✅ Target meets bot risk tolerance standards. Proceeding to market evaluation.")
+```

tradeassist-0.6.7/README.md

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+# TradeAssist: Gemini SEC Filing Analyzer
+
+A modern, highly modular PyQt6 application that maps stock tickers to SEC CIK records, downloads specific SEC EDGAR filings (like 10-Ks, 10-Qs, and 8-Ks), parses their clean text, and feeds them into Google's Gemini models (using the new `google-genai` SDK) using custom or preconfigured prompt instructions to receive clean, structured JSON or plain text data.
+
+This workspace separates the core Gemini/SEC analysis **backend logic** completely from the **PyQt GUI layer**, enabling you to easily import the core analytical engine (`GeminiSecAnalyzer`) directly into your trading bot or automated pipelines without dragging in any GUI dependencies.
+
+---
+
+## Project Directory Structure
+
+```text
+TradeAssist/
+├── app/                       # Main application package
+│   ├── __init__.py            # Package entry point
+│   ├── config.py              # Central configurations (API keys, logging, SEC headers)
+│   │
+│   ├── backend/               # Pure Python backend (NO PyQt dependencies)
+│   │   ├── __init__.py
+│   │   ├── data_models.py     # Pydantic schemas for Gemini structured JSON outputs
+│   │   ├── sec_client.py      # SEC EDGAR client (CIK mapping, listing & downloading filings)
+│   │   ├── gemini_client.py   # Google GenAI wrapper with exponential rate-limit retries
+│   │   └── analyzer.py        # Coordinating core engine coupling Gemini and SEC
+│   │
+│   ├── gui/                   # PyQt6 User Interface package
+│   │   ├── __init__.py
+│   │   ├── main_window.py     # Main window orchestrating components & worker threads
+│   │   ├── worker.py          # Asynchronous QThread workers (keeps GUI responsive)
+│   │   └── components/        # Reusable GUI widgets
+│   │       ├── __init__.py
+│   │       ├── filing_panel.py # Search, list, select filings; toggle bot scan mode
+│   │       ├── prompt_panel.py # Model configuration (temperature, schema, custom/preset prompts)
+│   │       └── results_panel.py # Dynamic HTML renderer for structured/text results
+│   │
+│   └── main.py                # Graphical App entry point (QApplication)
+│
+├── sec.py                     # [Reference] Original single-file bot implementation
+├── requirements.txt           # Python library dependencies
+└── README.md                  # This documentation file
+```
+
+---
+
+## Features
+
+1. **Two Core Analysis Modes**:
+   - **Specific Filing Analysis**: Select a specific filing (e.g. 10-K, 10-Q, 8-K), choose/input a prompt, and extract targeted details (Risk factors, Balance sheets, Dilution signs).
+   - **Comprehensive Bot Scan**: Check the box to run a multi-variable scan across news headlines, RSS filing metadata, share counts, and financial statements directly—mirroring your original bot scanning logic.
+2. **Strict Structured JSON Responses**: Uses Pydantic schemas (under `data_models.py`) coupled with Gemini's `response_schema` mode to guarantee output structure for bot pipelines.
+3. **Decoupled Backend Engine**: Built cleanly using the official new `google-genai` SDK, ready to be dropped into any script.
+4. **Asynchronous Multi-threading**: SEC scraping and Gemini inference runs in native PyQt background threads to ensure the UI remains fully responsive.
+5. **Modern styling**: Uses the polished Fusion desktop palette and rich-HTML color-coded results cards for analysis ratings.
+
+---
+
+## Setup & Running
+
+### 1. Install Dependencies
+Ensure you have a Python 3.11+ environment active, then install the required libraries:
+```bash
+pip install -r requirements.txt
+```
+
+### 2. Set Your API Keys
+Ensure your Gemini API key is configured in your environment:
+```powershell
+# Windows PowerShell
+$env:GEMINI_API_KEY="your-gemini-api-key-here"
+
+# Windows Command Prompt
+set GEMINI_API_KEY=your-gemini-api-key-here
+```
+
+### 3. Run the GUI App
+Launch the main dashboard:
+```bash
+python -m app.main
+```
+
+---
+
+## Drop-in Integration: Plugging Into Your Trading Bot
+
+Because the backend logic is completely decoupled from the PyQt GUI library, you can import and run the exact same analysis programmatically inside your automated trading bot in just a few lines of code!
+
+Here is a simple example showing how to plug it in:
+
+```python
+import os
+from app.backend.analyzer import GeminiSecAnalyzer
+from app.backend.data_models import StockAnalysis
+
+# 1. Initialize analyzer (it picks up GEMINI_API_KEY from environment)
+analyzer = GeminiSecAnalyzer()
+
+# 2. Run the comprehensive bot scan on a ticker (returns strict StockAnalysis pydantic model)
+result: StockAnalysis = analyzer.analyze_ticker_comprehensive("TSLA")
+
+# 3. Read the structured scores and trigger bot decisions!
+print(f"News Score: {result.news_score}/10")
+print(f"SEC Filing Score: {result.SEC_score}/10")
+print(f"Dilution Risk: {result.dilution_score}/10")
+print(f"Cash Burn Risk: {result.cash_burn_score}/10")
+
+if result.dilution_score > 7 or result.cash_burn_score > 8:
+    print("⚠️ WARNING: High risk detected! Aborting stock purchasing pipeline.")
+else:
+    print("✅ Target meets bot risk tolerance standards. Proceeding to market evaluation.")
+```

tradeassist-0.6.7/TradeAssist.egg-info/PKG-INFO

@@ -0,0 +1,140 @@
+Metadata-Version: 2.4
+Name: TradeAssist
+Version: 0.6.7
+Summary: SEC-Gemini AI Workspace with modern visualizer and analyzer features
+Author: Frank Morgan
+Project-URL: Homepage, https://github.com/subnoize90/TradeAssist
+Project-URL: Documentation, https://github.com/subnoize90/TradeAssist#readme
+Project-URL: Repository, https://github.com/subnoize90/TradeAssist.git
+Project-URL: Bug Tracker, https://github.com/subnoize90/TradeAssist/issues
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Operating System :: OS Independent
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Requires-Python: >=3.11
+Description-Content-Type: text/markdown
+Requires-Dist: google-genai>=2.23.0
+Requires-Dist: pydantic>=2.13.5
+Requires-Dist: PyQt6>=6.11.0
+Requires-Dist: PyQt6-Qt6>=6.11.2
+Requires-Dist: PyQt6_sip>=13.12.0
+Requires-Dist: pandas>=2.3.3
+Requires-Dist: numpy>=1.26.4
+Requires-Dist: yfinance>=1.7.0
+Requires-Dist: finnhub-python>=2.4.29
+Requires-Dist: beautifulsoup4>=4.15.0
+Requires-Dist: lxml>=6.1.3
+Requires-Dist: curl_cffi>=0.16.3
+Requires-Dist: peewee>=4.5.1
+Requires-Dist: websockets>=16.1.1
+Requires-Dist: requests>=2.34.2
+
+# TradeAssist: Gemini SEC Filing Analyzer
+
+A modern, highly modular PyQt6 application that maps stock tickers to SEC CIK records, downloads specific SEC EDGAR filings (like 10-Ks, 10-Qs, and 8-Ks), parses their clean text, and feeds them into Google's Gemini models (using the new `google-genai` SDK) using custom or preconfigured prompt instructions to receive clean, structured JSON or plain text data.
+
+This workspace separates the core Gemini/SEC analysis **backend logic** completely from the **PyQt GUI layer**, enabling you to easily import the core analytical engine (`GeminiSecAnalyzer`) directly into your trading bot or automated pipelines without dragging in any GUI dependencies.
+
+---
+
+## Project Directory Structure
+
+```text
+TradeAssist/
+├── app/                       # Main application package
+│   ├── __init__.py            # Package entry point
+│   ├── config.py              # Central configurations (API keys, logging, SEC headers)
+│   │
+│   ├── backend/               # Pure Python backend (NO PyQt dependencies)
+│   │   ├── __init__.py
+│   │   ├── data_models.py     # Pydantic schemas for Gemini structured JSON outputs
+│   │   ├── sec_client.py      # SEC EDGAR client (CIK mapping, listing & downloading filings)
+│   │   ├── gemini_client.py   # Google GenAI wrapper with exponential rate-limit retries
+│   │   └── analyzer.py        # Coordinating core engine coupling Gemini and SEC
+│   │
+│   ├── gui/                   # PyQt6 User Interface package
+│   │   ├── __init__.py
+│   │   ├── main_window.py     # Main window orchestrating components & worker threads
+│   │   ├── worker.py          # Asynchronous QThread workers (keeps GUI responsive)
+│   │   └── components/        # Reusable GUI widgets
+│   │       ├── __init__.py
+│   │       ├── filing_panel.py # Search, list, select filings; toggle bot scan mode
+│   │       ├── prompt_panel.py # Model configuration (temperature, schema, custom/preset prompts)
+│   │       └── results_panel.py # Dynamic HTML renderer for structured/text results
+│   │
+│   └── main.py                # Graphical App entry point (QApplication)
+│
+├── sec.py                     # [Reference] Original single-file bot implementation
+├── requirements.txt           # Python library dependencies
+└── README.md                  # This documentation file
+```
+
+---
+
+## Features
+
+1. **Two Core Analysis Modes**:
+   - **Specific Filing Analysis**: Select a specific filing (e.g. 10-K, 10-Q, 8-K), choose/input a prompt, and extract targeted details (Risk factors, Balance sheets, Dilution signs).
+   - **Comprehensive Bot Scan**: Check the box to run a multi-variable scan across news headlines, RSS filing metadata, share counts, and financial statements directly—mirroring your original bot scanning logic.
+2. **Strict Structured JSON Responses**: Uses Pydantic schemas (under `data_models.py`) coupled with Gemini's `response_schema` mode to guarantee output structure for bot pipelines.
+3. **Decoupled Backend Engine**: Built cleanly using the official new `google-genai` SDK, ready to be dropped into any script.
+4. **Asynchronous Multi-threading**: SEC scraping and Gemini inference runs in native PyQt background threads to ensure the UI remains fully responsive.
+5. **Modern styling**: Uses the polished Fusion desktop palette and rich-HTML color-coded results cards for analysis ratings.
+
+---
+
+## Setup & Running
+
+### 1. Install Dependencies
+Ensure you have a Python 3.11+ environment active, then install the required libraries:
+```bash
+pip install -r requirements.txt
+```
+
+### 2. Set Your API Keys
+Ensure your Gemini API key is configured in your environment:
+```powershell
+# Windows PowerShell
+$env:GEMINI_API_KEY="your-gemini-api-key-here"
+
+# Windows Command Prompt
+set GEMINI_API_KEY=your-gemini-api-key-here
+```
+
+### 3. Run the GUI App
+Launch the main dashboard:
+```bash
+python -m app.main
+```
+
+---
+
+## Drop-in Integration: Plugging Into Your Trading Bot
+
+Because the backend logic is completely decoupled from the PyQt GUI library, you can import and run the exact same analysis programmatically inside your automated trading bot in just a few lines of code!
+
+Here is a simple example showing how to plug it in:
+
+```python
+import os
+from app.backend.analyzer import GeminiSecAnalyzer
+from app.backend.data_models import StockAnalysis
+
+# 1. Initialize analyzer (it picks up GEMINI_API_KEY from environment)
+analyzer = GeminiSecAnalyzer()
+
+# 2. Run the comprehensive bot scan on a ticker (returns strict StockAnalysis pydantic model)
+result: StockAnalysis = analyzer.analyze_ticker_comprehensive("TSLA")
+
+# 3. Read the structured scores and trigger bot decisions!
+print(f"News Score: {result.news_score}/10")
+print(f"SEC Filing Score: {result.SEC_score}/10")
+print(f"Dilution Risk: {result.dilution_score}/10")
+print(f"Cash Burn Risk: {result.cash_burn_score}/10")
+
+if result.dilution_score > 7 or result.cash_burn_score > 8:
+    print("⚠️ WARNING: High risk detected! Aborting stock purchasing pipeline.")
+else:
+    print("✅ Target meets bot risk tolerance standards. Proceeding to market evaluation.")
+```

tradeassist-0.6.7/TradeAssist.egg-info/SOURCES.txt

@@ -0,0 +1,27 @@
+README.md
+pyproject.toml
+TradeAssist.egg-info/PKG-INFO
+TradeAssist.egg-info/SOURCES.txt
+TradeAssist.egg-info/dependency_links.txt
+TradeAssist.egg-info/entry_points.txt
+TradeAssist.egg-info/requires.txt
+TradeAssist.egg-info/top_level.txt
+app/__init__.py
+app/config.py
+app/history_manager.py
+app/main.py
+app/settings_manager.py
+app/backend/__init__.py
+app/backend/analyzer.py
+app/backend/data_models.py
+app/backend/gemini_client.py
+app/backend/sec_client.py
+app/gui/__init__.py
+app/gui/main_window.py
+app/gui/worker.py
+app/gui/components/__init__.py
+app/gui/components/filing_panel.py
+app/gui/components/prompt_panel.py
+app/gui/components/results_panel.py
+app/gui/components/saved_analyses_dialog.py
+app/gui/components/settings_dialog.py

tradeassist-0.6.7/TradeAssist.egg-info/dependency_links.txt

@@ -0,0 +1 @@
+

tradeassist-0.6.7/TradeAssist.egg-info/entry_points.txt

@@ -0,0 +1,2 @@
+[gui_scripts]
+tradeassist = app.main:main

tradeassist-0.6.7/TradeAssist.egg-info/requires.txt

@@ -0,0 +1,15 @@
+google-genai>=2.23.0
+pydantic>=2.13.5
+PyQt6>=6.11.0
+PyQt6-Qt6>=6.11.2
+PyQt6_sip>=13.12.0
+pandas>=2.3.3
+numpy>=1.26.4
+yfinance>=1.7.0
+finnhub-python>=2.4.29
+beautifulsoup4>=4.15.0
+lxml>=6.1.3
+curl_cffi>=0.16.3
+peewee>=4.5.1
+websockets>=16.1.1
+requests>=2.34.2

tradeassist-0.6.7/TradeAssist.egg-info/top_level.txt

@@ -0,0 +1 @@
+app

tradeassist-0.6.7/app/__init__.py

@@ -0,0 +1,4 @@
+# TradeAssist Gemini-SEC Analyzer Package
+from app.config import VERSION
+
+__version__ = VERSION

tradeassist-0.6.7/app/backend/__init__.py

@@ -0,0 +1,2 @@
+# Backend logic for TradeAssist Gemini-SEC Analyzer
+# Keeping this package 100% pure Python/Pydantic/Gemini-SDK, free of PyQt6 GUI dependencies.