Vercel Production

Live Dashboard for decision making.

v1.3.0 — Reverse DCF, Management Commentary & CLI Enhancements

What's New in v1.3.0

🔄 Reverse DCF Analytics

• Back-solves the implied FCF growth rate priced into the current market price
• Outputs implied growth vs. analyst consensus to flag stretched/discounted valuations
• Sensitivity table across WACC × terminal growth rate combos
• Integrated into the existing DCF football field chart

🎙️ Management Commentary Transcript MVP

• Ingests earnings call transcripts (plain text or file path)
• LLM-driven extraction: guidance tone, key themes, forward-looking statements, risk flags
• Output integrates into the research note narrative and exports as standalone JSON

⚙️ CLI Enhancements

• --dry-run flag — validates inputs without live API calls (by @CrestXcode)
• tqdm progress bars across all fetch and build stages (by @kenimoraj)
• --quiet mode and PDF fallback rendering (by @joepaulvilsan)

Upgrading from v1.2.0

No breaking changes.

git pull origin main
pip install -r requirements.txt

Contributors

@CrestXcode · @kenimoraj · @joepaulvilsan

Full release notes: RELEASE_NOTES_v1.3.0.md

v1.2.0 — CLI Refactor, Quiet Mode, PDF Fallback & Session Outputs

✨ What's New

Engine (@joepaulvilsan)

• --quiet flag propagated across pipeline_v2.py and reporting/charts.py — clean output for CI/CD and scheduled runs
• PDF rendering fallback — WeasyPrint failure no longer crashes the pipeline; warning logged and run continues
• Automated chart integration — charts auto-discovered and base64-embedded into HTML report without manual path config
• Test suite aligned with new pipeline_v2 context schema

Session Output Infrastructure (@DogInfantry)

• outputs/session_YYYY-MM-DD/ folder structure — clean per-run versioning
• research_note_YYYY-MM-DD.md — new Markdown output artifact, GitHub-renderable and fully diffable
• Session README.md auto-generated per run with macro regime, top picks, key changes vs prior session

📊 Pipeline Outputs (v1.2.0)

Artifact	Format	Notes
research_note_YYYY-MM-DD.html	HTML	Full 12-section GS-style note, all charts embedded
research_note_YYYY-MM-DD.pdf	PDF	WeasyPrint render, graceful fallback
research_note_YYYY-MM-DD.md	Markdown	New — diffable, GitHub-renderable
daily_note_YYYY-MM-DD.md	Markdown	Compact daily brief
session_YYYY-MM-DD/README.md	Markdown	New — session summary + diff

🚧 Still Pending

• #9 LLM earnings transcript RAG layer
• #6 Reverse DCF
• #10 Interactive Plotly charts
• #7 Excel DCF export

Contributors

@joepaulvilsan · @DogInfantry · @kenimoraj · @CrestXcode

v1.1.0 — Progress Bars & Dry-Run CLI

What's New

✨ Features

• Progress bars — tqdm progress indicators added to loops in pipeline_v2.py and reporting/charts.py (PR #12 by @kenimoraj)
• --dry-run CLI flag — validate your environment (date, SEC_USER_AGENT, output dir, WeasyPrint) before running the full pipeline (PR #13 by @CrestXcode)

🔧 Maintenance

• outputs/ added to .gitignore to prevent generated reports from being committed

v1.0.0 — Initial Public Release

🏦 Sell-Side Research Engine — v1.0.0

First public release of a production-grade equity research pipeline that automates the full sell-side analyst workflow.

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What's Included

Data Ingestion

• SEC EDGAR XBRL parser for audited US fundamentals
• Yahoo Finance adapter for prices, EPS estimates, analyst recommendations
• ECB SDMX API client for European rates and EUR/USD FX
• US macro snapshot — Treasuries, VIX, DXY, WTI, gold futures

Analytics

• Multi-factor stock screener — valuation, growth, quality, momentum (4-factor composite)
• Forward View overlay — analyst consensus, price target upside, earnings revisions
• Multi-scenario DCF (bear/base/bull) with CAPM-based WACC and sensitivity matrices
• Comparable company analysis (CCA) with sector-relative multiples
• Risk suite — VaR (95%), CVaR, Sharpe, Sortino, beta, max drawdown, correlation matrix
• Catalyst calendar builder

Outputs

• 12-section GS-style HTML research note with embedded 150 DPI charts
• PDF export via WeasyPrint
• Git-friendly Markdown daily note
• Optional discretionary analyst overlay via CSV

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Getting Started

git clone https://github.com/DogInfantry/sellside-research-engine.git
cd sellside-research-engine
pip install -r requirements.txt
export SEC_USER_AGENT="Your Name your_email@example.com"
python main_v2.py build-all --as-of 2026-03-27

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Contributing

This project is open for contributions. See CONTRIBUTING.md for setup and guidelines, and the Issues tab for 11 open contribution areas across analytics, LLM, data sources, and engineering.

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Stack

Python · pandas · matplotlib · seaborn · WeasyPrint · Jinja2 · yfinance