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v0.5.0 — Typed Models, Scoring, & Multi-Period Analysis

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@zoharbabin zoharbabin released this 17 Apr 18:04
· 28 commits to main since this release
v0.5.0
1d67259

Summary

  • Typed data models: All analysis results returned as dataclasses (AnalysisResult, TickerAnalysis, FilingSnapshot, SnapshotMetrics, ScoresResult)
  • Scoring models: Per-Share Metrics, Working Capital Cycle, Capital Efficiency, DuPont Decomposition, Piotroski F-Score, Altman Z-Score, Beneish M-Score
  • TTM computation: compute_ttm() utility for trailing twelve months from quarterly data
  • DQC validation: Data Quality Committee checks for negative revenue, assets, liabilities
  • Multi-period expansion: YoY growth series and CAGR for all tracked metrics
  • Accounting identity validation: Assets = Liabilities + Equity check with 1% tolerance
  • EBIT/EBITDA (standard): Bottom-up computation from NI + Interest + Tax (+ D&A)
  • Interest Coverage ratio: EBIT / Interest Expense
  • Comprehensive test suite: 200+ unit tests covering all new functionality

🤖 Generated with Claude Code

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