bullishpy 0.68.0__py3-none-any.whl → 0.75.0__py3-none-any.whl

bullish/analysis/analysis.py

@@ -497,6 +497,11 @@ class AnalysisView(BaseModel):
     weekly_growth: Optional[float] = None
     monthly_growth: Optional[float] = None
     upside: Optional[float] = None
+    oai_high_price_target: Optional[float] = None
+    oai_low_price_target: Optional[float] = None
+    rsi: Optional[float] = None
+    oai_recommendation: Optional[str] = None
+    oai_moat: Optional[bool] = None
 
 
 def json_loads(value: Any) -> Any:
@@ -527,6 +532,7 @@ class SubjectAnalysis(BaseModel):
     ] = None
     summary: Annotated[Optional[Dict[str, Any]], BeforeValidator(json_loads)] = None
     upside: Optional[float] = None
+    downside: Optional[float] = None
 
     oai_high_price_target: Optional[float] = None
     oai_low_price_target: Optional[float] = None
@@ -534,11 +540,18 @@ class SubjectAnalysis(BaseModel):
     oai_recent_news: Optional[str] = None
     oai_recommendation: Optional[str] = None
     oai_explanation: Optional[str] = None
+    oai_moat: Optional[bool] = None
 
     def compute_upside(self, last_price: float) -> None:
-        if self.high_price_target is not None:
+        if self.oai_high_price_target is not None:
             self.upside = (
-                (float(self.high_price_target) - float(last_price))
+                (float(self.oai_high_price_target) - float(last_price))
+                * 100
+                / float(last_price)
+            )
+        if self.oai_low_price_target is not None:
+            self.downside = (
+                (float(last_price) - float(self.oai_low_price_target))
                 * 100
                 / float(last_price)
             )

bullish/analysis/functions.py

@@ -4,7 +4,7 @@ from typing import Optional, Callable, cast
 
 import numpy as np
 import pandas as pd
-import pandas_ta as ta  # type: ignore
+import pandas_ta as ta
 
 from pydantic import BaseModel
 
@@ -18,7 +18,7 @@ except Exception:
 def cross_simple(
     series_a: pd.Series, series_b: pd.Series, above: bool = True
 ) -> pd.Series:
-    crossing = ta.cross(series_a=series_a, series_b=series_b, above=above)
+    crossing = ta.cross(x=series_a, y=series_b, above=above)  # type: ignore
     return crossing  # type: ignore
 
 
@@ -466,6 +466,6 @@ def bollinger_bands(
     data: pd.DataFrame, window: int = 20, std_dev: float = 2.0
 ) -> pd.DataFrame:
     bbands = ta.bbands(
-        data.close, timeperiod=window, nbdevup=std_dev, nbdevdn=std_dev, matype=0
+        data.close, timeperiod=window, nbdevup=std_dev, nbdevdn=std_dev, matype=0  # type: ignore
     )
-    return bbands  # type: ignore
+    return bbands

bullish/analysis/indicators.py

@@ -297,6 +297,13 @@ def indicators_factory() -> List[Indicator]:
                     type=Optional[date],
                     function=lambda d: (d.RSI < 60) & (d.RSI > 30),
                 ),
+                Signal(
+                    name="RSI",
+                    description="RSI value",
+                    type_info="Overbought",
+                    type=Optional[float],
+                    function=lambda d: d.RSI,
+                ),
             ],
         ),
         Indicator(

bullish/analysis/openai.py

@@ -31,6 +31,7 @@ fences, no extra text:
     "recommendation": str,       // One of: "Strong Buy", "Buy", "Hold", "Sell", "Strong Sell"
     "explanation": str           // Concise explanation for the recommendation above, covering key pros/cons 
     for investors
+    "moat": bool           // Give as a boolean true or false if the company has a strong economic moat
 }}
 
 Formatting rules:
@@ -49,6 +50,7 @@ class OpenAINews(BaseModel):
     recent_news: Optional[str] = None
     recommendation: Optional[str] = None
     explanation: Optional[str] = None
+    moat: Optional[bool] = None
 
     def valid(self) -> bool:
         return bool(
@@ -67,7 +69,7 @@ class OpenAINews(BaseModel):
         print(f"Fetching OpenAI news for {ticker}...")
         client = OpenAI()
         resp = client.responses.create(
-            model="gpt-4o-mini", input=prompt(ticker), tools=[{"type": "web_search"}]  # type: ignore
+            model="gpt-4o", input=prompt(ticker), tools=[{"type": "web_search"}]  # type: ignore
         )
         try:
             return cls.model_validate(json.loads(resp.output_text) | {"symbol": ticker})

bullish/app/app.py

@@ -35,6 +35,7 @@ from bullish.utils.checks import (
     compatible_bullish_database,
     empty_analysis_table,
 )
+from mysec.services import sec  # type: ignore
 
 CACHE_SHELVE = "user_cache"
 DB_KEY = "db_path"
@@ -80,7 +81,7 @@ def on_table_select() -> None:
 
     db = bearish_db(st.session_state.database_path)
     if st.session_state.data.empty or (
-        not st.session_state.data.iloc[row]["symbol"].to_numpy()
+        not st.session_state.data.iloc[row]["symbol"].to_numpy().size > 0
     ):
         return
 
@@ -123,7 +124,7 @@ def dialog_pick_database() -> None:
                 f"The database {db_path} has not the necessary data to run this application. "
                 "A backround job will be started to update the data."
             )
-            analysis(db_path)
+            analysis(db_path, "Update analysis")
         st.rerun()
     if event is None:
         st.stop()
@@ -428,7 +429,7 @@ def main() -> None:
         st.session_state.initialized = True
     bearish_db_ = bearish_db(st.session_state.database_path)
 
-    charts_tab, jobs_tab = st.tabs(["Charts", "Jobs"])
+    charts_tab, jobs_tab, sec_tab = st.tabs(["Charts", "Jobs", "Sec"])
     if "data" not in st.session_state:
         st.session_state.data = load_analysis_data(bearish_db_)
 
@@ -479,6 +480,8 @@ def main() -> None:
             use_container_width=True,
             hide_index=True,
         )
+    with sec_tab:
+        st.plotly_chart(sec(bearish_db_), use_container_width=True)
 
 
 if __name__ == "__main__":

bullish/database/alembic/versions/65662e214031_.py

@@ -0,0 +1,48 @@
+"""
+
+Revision ID: 65662e214031
+Revises: 660897c02c00
+Create Date: 2025-08-20 17:30:47.973725
+
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import sqlite
+
+# revision identifiers, used by Alembic.
+revision: str = "65662e214031"
+down_revision: Union[str, None] = "660897c02c00"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+
+    with op.batch_alter_table("analysis", schema=None) as batch_op:
+        batch_op.add_column(sa.Column("downside", sa.Float(), nullable=True))
+        batch_op.add_column(sa.Column("oai_moat", sa.Boolean(), nullable=True))
+        batch_op.create_index("ix_analysis_downside", ["downside"], unique=False)
+        batch_op.create_index("ix_analysis_oai_moat", ["oai_moat"], unique=False)
+
+    with op.batch_alter_table("openai", schema=None) as batch_op:
+        batch_op.add_column(sa.Column("moat", sa.Boolean(), nullable=True))
+
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table("openai", schema=None) as batch_op:
+        batch_op.drop_column("moat")
+
+    with op.batch_alter_table("analysis", schema=None) as batch_op:
+        batch_op.drop_index("ix_analysis_oai_moat")
+        batch_op.drop_index("ix_analysis_downside")
+        batch_op.drop_column("oai_moat")
+        batch_op.drop_column("downside")
+
+    # ### end Alembic commands ###

bullish/database/alembic/versions/660897c02c00_.py

@@ -0,0 +1,36 @@
+"""
+
+Revision ID: 660897c02c00
+Revises: c828e29e1105
+Create Date: 2025-08-20 17:19:05.423318
+
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import sqlite
+
+# revision identifiers, used by Alembic.
+revision: str = "660897c02c00"
+down_revision: Union[str, None] = "c828e29e1105"
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+
+    with op.batch_alter_table("analysis", schema=None) as batch_op:
+        batch_op.add_column(sa.Column("rsi", sa.Float(), nullable=True))
+        batch_op.create_index("ix_analysis_rsi", ["rsi"], unique=False)
+
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table("analysis", schema=None) as batch_op:
+        batch_op.drop_index("ix_analysis_rsi")
+        batch_op.drop_column("rsi")

bullish/database/crud.py

@@ -74,7 +74,11 @@ class BullishDb(BearishDb, BullishDbBase):  # type: ignore
             logger.info(
                 "Running tickermood upgrade to create the subject table in the database."
             )
-            tickermood_upgrade(database_url=database_url, no_migration=True)
+            try:
+                tickermood_upgrade(database_url=database_url, no_migration=True)
+            except Exception as e:
+                logger.error(f"failed to update database: {e}")
+                print(f"failed to update database: {e}")
         return engine
 
     def model_post_init(self, __context: Any) -> None:
@@ -389,6 +393,7 @@ class BullishDb(BearishDb, BullishDbBase):  # type: ignore
                     "oai_explanation": row_dict_oai.get("explanation"),
                     "oai_high_price_target": row_dict_oai.get("high_price_target"),
                     "oai_low_price_target": row_dict_oai.get("low_price_target"),
+                    "oai_moat": row_dict_oai.get("moat"),
                 }
 
             return SubjectAnalysis.model_validate(row_dict)

bullish/jobs/tasks.py

@@ -4,6 +4,7 @@ from typing import Optional, Any, Callable, List
 
 import pandas as pd
 from bearish.main import Bearish  # type: ignore
+from bearish.models.sec.sec import Secs  # type: ignore
 from tickermood.main import get_news  # type: ignore
 from tickermood.types import DatabaseConfig  # type: ignore
 
@@ -84,6 +85,9 @@ def _base_update(
             series_length=update_query.window_size,
             delay=update_query.data_age_in_days,
         )
+        bearish.get_prices_index(series_length=update_query.window_size)
+        Secs.upload(bearish._bearish_db)
+        Secs.update_values(bearish._secs_db)
         if update_query.update_financials:
             bearish.update_financials()
     bullish_db = BullishDb(database_path=database_path)
@@ -195,22 +199,20 @@ def news(
                 logger.debug(
                     f"extracting news for {symbol} subject: {subject.model_dump()}"
                 )
-                bullish_db.update_analysis(
-                    symbol,
-                    subject.model_dump(
-                        exclude_none=True,
-                        exclude_unset=True,
-                        exclude_defaults=True,
-                        exclude={"symbol"},
-                    ),
-                )
-    base_news(
-        database_path=database_path,
-        job_type=job_type,
-        symbols=symbols,
-        headless=headless,
-        task=task,
-    )
+                try:
+                    bullish_db.update_analysis(
+                        symbol,
+                        subject.model_dump(
+                            exclude_none=True,
+                            exclude_unset=True,
+                            exclude_defaults=True,
+                            exclude={"symbol"},
+                        ),
+                    )
+                except Exception as e:
+                    logger.error(f"failed to extract news for {symbol}: {e}")
+                    print(f"failed to extract news for {symbol}: {e}")
+                    continue
 
 
 @huey.periodic_task(crontab(minute="0", hour="8"), context=True)  # type: ignore

{bullishpy-0.68.0.dist-info → bullishpy-0.75.0.dist-info}/METADATA

@@ -1,17 +1,19 @@
-Metadata-Version: 2.3
+Metadata-Version: 2.4
 Name: bullishpy
-Version: 0.68.0
+Version: 0.75.0
 Summary: 
+License-File: LICENSE
 Author: aan
 Author-email: andoludovic.andriamamonjy@gmail.com
 Requires-Python: >=3.12,<3.13
 Classifier: Programming Language :: Python :: 3
 Classifier: Programming Language :: Python :: 3.12
-Requires-Dist: bearishpy (>=0.26.0,<0.27.0)
+Requires-Dist: bearishpy (>=0.35.0,<0.36.0)
 Requires-Dist: click (>=7.0,<=8.1)
 Requires-Dist: huey (>=2.5.3,<3.0.0)
 Requires-Dist: joblib (>=1.5.1,<2.0.0)
-Requires-Dist: pandas-ta (>=0.3.14b0,<0.4.0)
+Requires-Dist: mysec (>=0.3.0,<0.4.0)
+Requires-Dist: pandas-ta (>=0.4.71b0,<0.5.0)
 Requires-Dist: plotly (>=4.12.0,<6.0.0)
 Requires-Dist: streamlit (>=1.45.1,<2.0.0)
 Requires-Dist: streamlit-file-browser (>=3.2.22,<4.0.0)

{bullishpy-0.68.0.dist-info → bullishpy-0.75.0.dist-info}/RECORD

@@ -1,16 +1,16 @@
 bullish/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 bullish/analysis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-bullish/analysis/analysis.py,sha256=SVAWg0a3-B3mtDwEDatTtjxie_EhH37l02O7gXMvxOw,24614
+bullish/analysis/analysis.py,sha256=3lZSLpTe4lFBGNrCpXmYBZhwD7o0rXSbQEkLpxJLylA,25130
 bullish/analysis/backtest.py,sha256=x91ek5kOzJHvYq0TmJh1Q8wBDDduIaieE0zDaoZFXew,14325
 bullish/analysis/constants.py,sha256=j3vQwjGhY-4dEEV-TkeKMDUTo2GM7M97Hcpi19LDcFQ,11458
 bullish/analysis/filter.py,sha256=VvQALnYNyYylXkorYR3oGhsF4L_sAUSE7-aop4Trp9o,9326
-bullish/analysis/functions.py,sha256=lrbPvTo3GLtylDCfeIKoXCKF5gaY5QFFToNqtuj7xhI,15794
-bullish/analysis/indicators.py,sha256=kdjDVhIFiDBhezJJg9ifGheMC6oCR0gC87d_FiW_tjI,28183
+bullish/analysis/functions.py,sha256=jw1Tc-YtoyobYhC6AWJH-xXgaczwDZMTfQIES6Y_8qM,15780
+bullish/analysis/indicators.py,sha256=CcDu8mu1jOOS5-3gNHYA9qDA3Ua-6PGUyoio2bDIe48,28435
 bullish/analysis/industry_views.py,sha256=-B4CCAYz2arGQtWTXLLMpox0loO_MGdVQd2ycCRMOQQ,6799
-bullish/analysis/openai.py,sha256=RK-1GbuBUKY1jR1S9PE4w6zMp7l_sY9BlSh9bLT8HbI,3313
+bullish/analysis/openai.py,sha256=Fw7A8lFMgSEQFA48Q9GjVpEC3oiBgSHUFi7YO5rzhAc,3444
 bullish/analysis/predefined_filters.py,sha256=E65qrTSaDFuUxoaeZ8D72K5AobumobpQdpcTIF308D4,14053
 bullish/app/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-bullish/app/app.py,sha256=dnTzlyKrG2XTKDeLnJwfdvIf24eXM8fd29bvJWmMr8k,17190
+bullish/app/app.py,sha256=FLWwhjGwMVXYfA9EI5RUeQRQGf9Qu7up0ypJgS4FTFE,17367
 bullish/cli.py,sha256=yYqiEQAvOIQ-pTn77RPuE449gwaEGBeQwNHHAJ5yQDM,2739
 bullish/database/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 bullish/database/alembic/README,sha256=heMzebYwlGhnE8_4CWJ4LS74WoEZjBy-S-mIJRxAEKI,39
@@ -28,6 +28,8 @@ bullish/database/alembic/versions/49c83f9eb5ac_.py,sha256=kCBItp7KmqpJ03roy5ikQj
 bullish/database/alembic/versions/4b0a2f40b7d3_.py,sha256=G0K7w7pOPYjPZkXTB8LWhxoxuWBPcPwOfnubTBtdeEY,1827
 bullish/database/alembic/versions/4ee82b171449_.py,sha256=QtPy5VyZPyZxS7MVkk_wGi3C44PVDoHyJ-9m9fWdqqc,1047
 bullish/database/alembic/versions/5b10ee7604c1_.py,sha256=YlqaagPasR3RKASv7acME1jPS8p26VoTE2BvpOwdCpY,1463
+bullish/database/alembic/versions/65662e214031_.py,sha256=Yq3lOW6liYTYiBaPRcFqVjn3k5z1mWIUXT17bv9ZroY,1596
+bullish/database/alembic/versions/660897c02c00_.py,sha256=Sc_4uJAGheebijw3WzFNHclcWz0YF8vaZKEmVBwglDc,1033
 bullish/database/alembic/versions/6d252e23f543_.py,sha256=izF-ejdXk733INkAokGqjA2U_M0_c1f_ruihZ-cgP7s,1525
 bullish/database/alembic/versions/73564b60fe24_.py,sha256=MTlDRDNHj3E9gK7IMeAzv2UxxxYtWiu3gI_9xTLE-wg,1008
 bullish/database/alembic/versions/79bc71ec6f9e_.py,sha256=4nShut2NEd1F3piSckIIBtke0GEsFAxYw5TZl5YYRzc,1140
@@ -43,7 +45,7 @@ bullish/database/alembic/versions/ec25c8fa449f_.py,sha256=8Yts74KEjK4jg20zIo90_0
 bullish/database/alembic/versions/ee5baabb35f8_.py,sha256=nBMEY-_C8AsSXVPyaDdUkwrFFo2gxShzJhmrjejDwtc,1632
 bullish/database/alembic/versions/fc191121f522_.py,sha256=0sstF6TpAJ09-Mt-Vek9SdSWksvi4C58a5D92rBtuY8,1894
 bullish/database/alembic/versions/ff0cc4ba40ec_.py,sha256=74lxga54ig_LoNZYK9toJL9iRwGbNRezh1zvO1YI40U,2719
-bullish/database/crud.py,sha256=5fcnOQftnf1YtRA_ndcKOihyO0sREnu_vLyC-_6Quik,15888
+bullish/database/crud.py,sha256=-pncRg_YA5y2wE2HELJHiGbeTzmaGF7LjMC8be10qwA,16123
 bullish/database/schemas.py,sha256=HudFJ9lsIkVaEYjQUWammrsDnYSmEe4hOCbim3dN_4A,3946
 bullish/database/scripts/create_revision.py,sha256=rggIf-3koPqJNth8FIg89EOfnIM7a9QrvL8X7UJsP0g,628
 bullish/database/scripts/stamp.py,sha256=PWgVUEBumjNUMjTnGw46qmU3p221LeN-KspnW_gFuu4,839
@@ -57,11 +59,11 @@ bullish/interface/interface.py,sha256=6uZAY19WNtDRKdOitqzqMEo6JTep2M3HC8iFUKYntH
 bullish/jobs/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 bullish/jobs/app.py,sha256=5MJ5KXUo7JSNAvOPgkpIMasD11VTrjQvGzM7vmCY65E,77
 bullish/jobs/models.py,sha256=rBXxtGFBpgZprrxq5_X2Df-bh8BLYEfw-VLMRucrqa8,784
-bullish/jobs/tasks.py,sha256=13oK53fBXd5pjMLLMeOoQ4vG-yH-6dfrodhb9KzAYVw,7230
+bullish/jobs/tasks.py,sha256=PBi5kzXgX800pmBtwypHJoKIW0V3vYIPf4EDh-FJ6os,7563
 bullish/utils/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 bullish/utils/checks.py,sha256=g-5QXNWNe1_BwHKrc2PtvPiLraL0tqGgxnzG7u-Wkgo,2189
-bullishpy-0.68.0.dist-info/LICENSE,sha256=nYb7AJFegu6ndlQhbbk54MjT-GH-0x9RF6Ls-ggJ_g4,1075
-bullishpy-0.68.0.dist-info/METADATA,sha256=VSQAgksxrpSo6pc0TdVZoL7WAbZgPS2n-a4ShDUxX64,3009
-bullishpy-0.68.0.dist-info/WHEEL,sha256=b4K_helf-jlQoXBBETfwnf4B04YC67LOev0jo4fX5m8,88
-bullishpy-0.68.0.dist-info/entry_points.txt,sha256=eaPpmL6vmSBFo0FBtwibCXGqAW4LFJ83whJzT1VjD-0,43
-bullishpy-0.68.0.dist-info/RECORD,,
+bullishpy-0.75.0.dist-info/METADATA,sha256=1uDs1Zxem_Xo3ZsJBulRJeOEBl3WlyWT1bNDVekid7I,3069
+bullishpy-0.75.0.dist-info/WHEEL,sha256=zp0Cn7JsFoX2ATtOhtaFYIiE2rmFAD4OcMhtUki8W3U,88
+bullishpy-0.75.0.dist-info/entry_points.txt,sha256=eaPpmL6vmSBFo0FBtwibCXGqAW4LFJ83whJzT1VjD-0,43
+bullishpy-0.75.0.dist-info/licenses/LICENSE,sha256=nYb7AJFegu6ndlQhbbk54MjT-GH-0x9RF6Ls-ggJ_g4,1075
+bullishpy-0.75.0.dist-info/RECORD,,

{bullishpy-0.68.0.dist-info → bullishpy-0.75.0.dist-info}/WHEEL

@@ -1,4 +1,4 @@
 Wheel-Version: 1.0
-Generator: poetry-core 2.1.3
+Generator: poetry-core 2.2.1
 Root-Is-Purelib: true
 Tag: py3-none-any