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AJAY KASU commited on
Commit Β·
f773bc9
1
Parent(s): e6a3151
Feat: Switch to Streamlit as main app (Option A)
Browse files- Dockerfile +3 -3
- streamlit_app.py +71 -94
Dockerfile
CHANGED
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@@ -7,8 +7,8 @@ RUN pip install --no-cache-dir -r requirements.txt
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COPY . .
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# Expose
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EXPOSE 7860
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# Run
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CMD ["
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COPY . .
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# Expose Streamlit Port
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EXPOSE 7860
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# Run Streamlit
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CMD ["streamlit", "run", "streamlit_app.py", "--server.port=7860", "--server.address=0.0.0.0", "--server.headless=true"]
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streamlit_app.py
CHANGED
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@@ -1,12 +1,11 @@
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"""
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QuantScale AI - Streamlit Frontend
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full portfolio allocation with Investment ($) and Allocation (%).
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"""
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import re
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import requests
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import pandas as pd
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import streamlit as st
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# --- Page Config ---
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st.set_page_config(
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@@ -16,20 +15,18 @@ st.set_page_config(
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initial_sidebar_state="collapsed"
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)
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# Custom dark-mode CSS
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st.markdown("""
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<style>
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/* Overall dark background */
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.stApp { background-color: #0f1117; }
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-
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/* Header */
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.main-header {
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background: linear-gradient(90deg, #60a5fa, #34d399);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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font-size: 2.5rem;
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font-weight: 700;
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text-align: center;
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}
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.sub-header {
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color: #94a3b8;
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@@ -37,26 +34,21 @@ st.markdown("""
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text-align: center;
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margin-bottom: 2rem;
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}
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-
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/* Metric Cards */
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div[data-testid="metric-container"] {
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background-color: #1e212b;
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border: 1px solid #2d3748;
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border-radius: 12px;
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padding: 1rem;
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}
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-
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/* Section headers */
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.section-title {
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color: #94a3b8;
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-
font-size: 0.
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text-transform: uppercase;
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letter-spacing: 0.08em;
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font-weight: 600;
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margin-bottom: 0.5rem;
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}
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-
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/* Narrative / Commentary Box */
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.narrative-box {
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background-color: #1e212b;
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border-left: 4px solid #10b981;
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@@ -64,21 +56,12 @@ st.markdown("""
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border-radius: 0 12px 12px 0;
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line-height: 1.8;
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color: #e2e8f0;
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-
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-
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/* Dataframe styling override */
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.stDataFrame thead tr th {
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background-color: #1e212b !important;
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color: #94a3b8 !important;
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font-size: 0.8rem !important;
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text-transform: uppercase;
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letter-spacing: 0.05em;
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}
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</style>
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""", unsafe_allow_html=True)
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# --- Constants ---
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API_BASE_URL = "http://localhost:8000" # Change to HF Space URL in prod
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SECTOR_KEYWORDS = {
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"Energy": ["energy", "oil", "gas"],
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"Technology": ["technology", "tech", "software", "it"],
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INCLUDE_KEYWORDS = ["keep", "include", "with", "stay", "portfolio", "only"]
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def parse_investment_amount(text: str) -> float:
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text = text.replace(",", "") # Remove commas: $10,000 -> $10000
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# Match patterns like $10000, $10K, 10K, 10000, 50k
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match = re.search(r'\$?([\d.]+)\s*([kKmM]?)', text)
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if match:
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amount = float(match.group(1))
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suffix = match.group(2).lower()
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if suffix == 'k':
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elif suffix == 'm':
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amount *= 1_000_000
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return amount
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return 100_000.0
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def parse_excluded_sectors(text: str) -> list:
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"""Extract sectors to exclude from natural language, respecting 'keep' intent."""
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lower = text.lower()
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excluded = []
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for sector, keywords in SECTOR_KEYWORDS.items():
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if any(k in lower for k in keywords):
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-
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inc_pattern = _re.compile(
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rf'({"|".join(INCLUDE_KEYWORDS)})\s+(the\s+)?({"|".join([sector.lower()] + keywords)})',
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-
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)
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if not inc_pattern.search(lower):
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excluded.append(sector)
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def parse_strategy(text: str):
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"""Detect strategy keywords and Top N."""
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lower = text.lower()
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strategy = None
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top_n = None
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if "smallest" in lower:
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strategy = "smallest_market_cap"
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elif "largest" in lower:
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def build_portfolio_df(allocations: dict, investment: float) -> pd.DataFrame:
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"""Convert raw allocation dict to a formatted DataFrame."""
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rows = []
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for ticker, weight in sorted(allocations.items(), key=lambda x: x[1], reverse=True):
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rows.append({
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"Ticker": ticker,
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"Allocation (%)": weight,
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"Investment ($)": weight * investment
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})
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df["Investment ($)"] = df["Investment ($)"].apply(lambda x: f"${x:,.2f}")
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return df
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-
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st.markdown('<div class="main-header">QuantScale AI</div>', unsafe_allow_html=True)
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st.markdown('<div class="sub-header">Direct Indexing & Attribution Engine</div>', unsafe_allow_html=True)
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# Input
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user_input = st.text_area(
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"",
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placeholder="Describe your goal, e.g., 'Optimize my $10,000 portfolio but exclude the Energy sector.'",
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)
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run_btn = st.button("π Generate Portfolio Strategy", use_container_width=True, type="primary")
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# --- Main Logic ---
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if run_btn and user_input:
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investment_amount = parse_investment_amount(user_input)
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excluded_sectors = parse_excluded_sectors(user_input)
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strategy, top_n = parse_strategy(user_input)
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-
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-
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-
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-
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-
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with st.spinner("Running Convex Optimization & AI Analysis..."):
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try:
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-
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st.error(f"β API Error: {e}")
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st.stop()
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-
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col1, col2, col3 = st.columns(3)
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with col1:
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st.metric(
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"πΌ Invested Amount",
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f"${investment_amount:,.0f}"
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)
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with col2:
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te = data.get("tracking_error", 0.0)
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st.metric(
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"π
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f"{
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help="How closely
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)
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with col3:
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-
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st.metric("π« Excluded
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st.divider()
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# --- AI Commentary ---
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st.markdown('<p class="section-title">AI Performance Attribution</p>', unsafe_allow_html=True)
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st.markdown(f'<div class="narrative-box">{narrative}</div>', unsafe_allow_html=True)
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st.divider()
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# --- Full Portfolio Table ---
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allocations =
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if allocations:
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df = build_portfolio_df(allocations, investment_amount)
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st.markdown(
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f'<p class="section-title">Full Portfolio Allocation (100%) β {
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unsafe_allow_html=True
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)
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# Summary stats row above table
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c1, c2, c3 = st.columns(3)
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c1.metric("Total Holdings",
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c2.metric("Largest Position", df["Ticker"].iloc[0]
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c3.metric("Smallest Position", df["Ticker"].iloc[-1]
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st.dataframe(
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df,
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use_container_width=True,
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hide_index=True,
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height=min(
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column_config={
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"Ticker": st.column_config.TextColumn("Ticker", width="small"),
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"Allocation (%)": st.column_config.TextColumn("Allocation (%)", width="
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"Investment ($)": st.column_config.TextColumn(
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}
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)
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else:
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st.warning("No allocation data returned from the optimizer.")
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"""
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QuantScale AI - Streamlit Frontend (Main App)
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Directly imports QuantScaleSystem - no HTTP dependency needed.
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"""
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import re
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import pandas as pd
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import streamlit as st
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from core.schema import OptimizationRequest
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# --- Page Config ---
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st.set_page_config(
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initial_sidebar_state="collapsed"
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)
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st.markdown("""
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<style>
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.stApp { background-color: #0f1117; }
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.main-header {
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background: linear-gradient(90deg, #60a5fa, #34d399);
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-webkit-background-clip: text;
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background-clip: text;
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-webkit-text-fill-color: transparent;
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font-size: 2.5rem;
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font-weight: 700;
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text-align: center;
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padding-top: 1rem;
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}
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.sub-header {
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color: #94a3b8;
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text-align: center;
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margin-bottom: 2rem;
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}
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div[data-testid="metric-container"] {
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background-color: #1e212b;
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border: 1px solid #2d3748;
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border-radius: 12px;
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padding: 1rem;
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}
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.section-title {
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color: #94a3b8;
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font-size: 0.8rem;
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text-transform: uppercase;
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letter-spacing: 0.08em;
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font-weight: 600;
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margin-bottom: 0.5rem;
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+
margin-top: 1.5rem;
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}
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.narrative-box {
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background-color: #1e212b;
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border-left: 4px solid #10b981;
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border-radius: 0 12px 12px 0;
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line-height: 1.8;
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color: #e2e8f0;
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font-size: 0.95rem;
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}
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</style>
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""", unsafe_allow_html=True)
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# --- Constants ---
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SECTOR_KEYWORDS = {
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"Energy": ["energy", "oil", "gas"],
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"Technology": ["technology", "tech", "software", "it"],
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INCLUDE_KEYWORDS = ["keep", "include", "with", "stay", "portfolio", "only"]
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# --- Parsers ---
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def parse_investment_amount(text: str) -> float:
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text = text.replace(",", "")
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match = re.search(r'\$?([\d.]+)\s*([kKmM]?)', text)
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if match:
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amount = float(match.group(1))
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suffix = match.group(2).lower()
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if suffix == 'k': amount *= 1_000
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elif suffix == 'm': amount *= 1_000_000
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return amount
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return 100_000.0
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def parse_excluded_sectors(text: str) -> list:
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lower = text.lower()
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excluded = []
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for sector, keywords in SECTOR_KEYWORDS.items():
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if any(k in lower for k in keywords):
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inc_pattern = re.compile(
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rf'({"|".join(INCLUDE_KEYWORDS)})\s+(the\s+)?({"|".join([sector.lower()] + keywords)})',
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re.IGNORECASE
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)
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if not inc_pattern.search(lower):
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excluded.append(sector)
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def parse_strategy(text: str):
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lower = text.lower()
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strategy, top_n = None, None
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if "smallest" in lower:
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strategy = "smallest_market_cap"
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elif "largest" in lower:
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def build_portfolio_df(allocations: dict, investment: float) -> pd.DataFrame:
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rows = []
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for ticker, weight in sorted(allocations.items(), key=lambda x: x[1], reverse=True):
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rows.append({
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"Ticker": ticker,
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"Allocation (%)": f"{weight * 100:.2f}%",
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"Investment ($)": f"${weight * investment:,.2f}"
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})
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return pd.DataFrame(rows)
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+
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# --- Lazy-load system to avoid import overhead on every rerender ---
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@st.cache_resource(show_spinner="Loading QuantScale Engine...")
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def get_system():
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from main import QuantScaleSystem
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return QuantScaleSystem()
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+
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# --- UI ---
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st.markdown('<div class="main-header">QuantScale AI</div>', unsafe_allow_html=True)
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st.markdown('<div class="sub-header">Direct Indexing & Attribution Engine</div>', unsafe_allow_html=True)
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user_input = st.text_area(
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"",
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placeholder="Describe your goal, e.g., 'Optimize my $10,000 portfolio but exclude the Energy sector.'",
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)
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run_btn = st.button("π Generate Portfolio Strategy", use_container_width=True, type="primary")
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if run_btn and user_input:
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investment_amount = parse_investment_amount(user_input)
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excluded_sectors = parse_excluded_sectors(user_input)
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strategy, top_n = parse_strategy(user_input)
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request = OptimizationRequest(
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client_id="StreamlitUser",
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initial_investment=investment_amount,
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excluded_sectors=excluded_sectors,
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excluded_tickers=[],
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strategy=strategy,
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top_n=top_n,
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benchmark="^GSPC"
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)
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with st.spinner("βοΈ Running Convex Optimization & AI Analysis..."):
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try:
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system = get_system()
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result = system.run_pipeline(request)
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except Exception as e:
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st.error(f"β Optimization error: {e}")
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st.stop()
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if not result:
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st.error("Pipeline returned no result. Check your input.")
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st.stop()
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+
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opt = result["optimization"]
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commentary = result["commentary"]
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+
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| 179 |
+
# --- Metrics ---
|
| 180 |
col1, col2, col3 = st.columns(3)
|
| 181 |
with col1:
|
| 182 |
+
st.metric("πΌ Invested", f"${investment_amount:,.0f}")
|
|
|
|
|
|
|
|
|
|
| 183 |
with col2:
|
|
|
|
| 184 |
st.metric(
|
| 185 |
+
"π Tracking Error",
|
| 186 |
+
f"{opt.tracking_error * 100:.4f}%",
|
| 187 |
+
help="How closely the portfolio tracks the S&P 500"
|
| 188 |
)
|
| 189 |
with col3:
|
| 190 |
+
excl_display = ", ".join(excluded_sectors) if excluded_sectors else "None"
|
| 191 |
+
st.metric("π« Excluded", excl_display if len(excl_display) <= 30 else f"{len(excluded_sectors)} Sectors")
|
| 192 |
|
| 193 |
st.divider()
|
| 194 |
|
| 195 |
# --- AI Commentary ---
|
| 196 |
st.markdown('<p class="section-title">AI Performance Attribution</p>', unsafe_allow_html=True)
|
| 197 |
+
st.markdown(f'<div class="narrative-box">{commentary}</div>', unsafe_allow_html=True)
|
|
|
|
| 198 |
|
| 199 |
st.divider()
|
| 200 |
|
| 201 |
# --- Full Portfolio Table ---
|
| 202 |
+
allocations = opt.weights
|
| 203 |
if allocations:
|
| 204 |
df = build_portfolio_df(allocations, investment_amount)
|
| 205 |
+
total = len(df)
|
| 206 |
+
|
| 207 |
st.markdown(
|
| 208 |
+
f'<p class="section-title">Full Portfolio Allocation (100%) β {total} Holdings</p>',
|
| 209 |
unsafe_allow_html=True
|
| 210 |
)
|
| 211 |
+
|
|
|
|
| 212 |
c1, c2, c3 = st.columns(3)
|
| 213 |
+
c1.metric("Total Holdings", total)
|
| 214 |
+
c2.metric("Largest Position", df["Ticker"].iloc[0])
|
| 215 |
+
c3.metric("Smallest Position", df["Ticker"].iloc[-1])
|
| 216 |
+
|
| 217 |
st.dataframe(
|
| 218 |
df,
|
| 219 |
use_container_width=True,
|
| 220 |
hide_index=True,
|
| 221 |
+
height=min(500, 36 * total + 40),
|
| 222 |
column_config={
|
| 223 |
"Ticker": st.column_config.TextColumn("Ticker", width="small"),
|
| 224 |
+
"Allocation (%)": st.column_config.TextColumn("Allocation (%)", width="small"),
|
| 225 |
+
"Investment ($)": st.column_config.TextColumn(
|
| 226 |
+
f"Investment (of ${investment_amount:,.0f})", width="medium"
|
| 227 |
+
),
|
| 228 |
}
|
| 229 |
)
|
|
|
|
|
|