financial_data_integration.py

# Real-Time Financial Data Integration for NAVADA
"""

Advanced financial data integration system providing:

- Live stock market data for competitor analysis

- Real-time valuation multiples for startup benchmarking

- Market sentiment analysis from financial news

- Economic indicators integration

"""

import yfinance as yf
import pandas as pd
import numpy as np
from datetime import datetime, timedelta
import requests
import json
from typing import Dict, List, Optional, Any
import asyncio
import logging
from fredapi import Fred
from alpha_vantage.timeseries import TimeSeries
from alpha_vantage.fundamentaldata import FundamentalData
import warnings
warnings.filterwarnings('ignore')

class FinancialDataIntegrator:
    """Real-time financial data integration and analysis."""

    def __init__(self, alpha_vantage_key: str = None, fred_key: str = None, news_api_key: str = None):
        self.alpha_vantage_key = alpha_vantage_key or "demo"  # Replace with actual key
        self.fred_key = fred_key or "demo"  # Replace with actual key
        self.news_api_key = news_api_key or "demo"  # Replace with actual key

        # Initialize APIs
        try:
            self.fred = Fred(api_key=self.fred_key) if fred_key else None
            self.av_ts = TimeSeries(key=self.alpha_vantage_key) if alpha_vantage_key else None
            self.av_fundamentals = FundamentalData(key=self.alpha_vantage_key) if alpha_vantage_key else None
        except:
            self.fred = None
            self.av_ts = None
            self.av_fundamentals = None

        # Common stock symbols for quick lookup
        self.common_symbols = {
            'apple': 'AAPL', 'microsoft': 'MSFT', 'google': 'GOOGL', 'alphabet': 'GOOGL',
            'amazon': 'AMZN', 'tesla': 'TSLA', 'meta': 'META', 'facebook': 'META',
            'netflix': 'NFLX', 'nvidia': 'NVDA', 'salesforce': 'CRM', 'adobe': 'ADBE',
            'zoom': 'ZM', 'slack': 'WORK', 'shopify': 'SHOP', 'spotify': 'SPOT',
            'uber': 'UBER', 'lyft': 'LYFT', 'airbnb': 'ABNB', 'coinbase': 'COIN',
            'paypal': 'PYPL', 'square': 'SQ', 'robinhood': 'HOOD',
            'twitter': 'TWTR', 'snapchat': 'SNAP', 'pinterest': 'PINS', 'reddit': 'RDDT',
            'spotify': 'SPOT', 'disney': 'DIS', 'nike': 'NKE', 'starbucks': 'SBUX'
        }

        # Market sectors and their representative tickers
        self.sector_mapping = {
            'technology': ['AAPL', 'MSFT', 'GOOGL', 'META', 'NVDA'],
            'fintech': ['SQ', 'PYPL', 'V', 'MA', 'ADBE'],
            'healthcare': ['JNJ', 'PFE', 'UNH', 'ABBV', 'TMO'],
            'ecommerce': ['AMZN', 'SHOP', 'BABA', 'MELI', 'SE'],
            'saas': ['CRM', 'NOW', 'TEAM', 'ZM', 'OKTA'],
            'biotech': ['GILD', 'BIIB', 'AMGN', 'REGN', 'VRTX'],
            'cybersecurity': ['CRWD', 'ZS', 'OKTA', 'PANW', 'FTNT'],
            'ai_ml': ['NVDA', 'GOOGL', 'MSFT', 'IBM', 'ORCL']
        }

    def get_competitor_analysis(self, sector: str, startup_metrics: Dict = None) -> Dict[str, Any]:
        """Get comprehensive competitor analysis for a sector."""
        try:
            sector_lower = sector.lower()
            if sector_lower not in self.sector_mapping:
                # Try to match partial sector names
                for key in self.sector_mapping.keys():
                    if sector_lower in key or key in sector_lower:
                        sector_lower = key
                        break
                else:
                    sector_lower = 'technology'  # Default fallback

            tickers = self.sector_mapping[sector_lower]

            # Get stock data for competitors
            competitor_data = {}
            market_metrics = {}

            for ticker in tickers:
                try:
                    stock = yf.Ticker(ticker)
                    info = stock.info
                    hist = stock.history(period="1y")

                    if not hist.empty and info:
                        competitor_data[ticker] = {
                            'name': info.get('longName', ticker),
                            'market_cap': info.get('marketCap', 0),
                            'revenue': info.get('totalRevenue', 0),
                            'revenue_growth': info.get('revenueGrowth', 0),
                            'profit_margin': info.get('profitMargins', 0),
                            'pe_ratio': info.get('trailingPE', 0),
                            'price_to_sales': info.get('priceToSalesTrailing12Months', 0),
                            'debt_to_equity': info.get('debtToEquity', 0),
                            'current_price': hist['Close'][-1] if not hist.empty else 0,
                            'year_high': info.get('fiftyTwoWeekHigh', 0),
                            'year_low': info.get('fiftyTwoWeekLow', 0),
                            'volume': hist['Volume'][-1] if not hist.empty else 0,
                            'avg_volume': info.get('averageVolume', 0),
                            'beta': info.get('beta', 1.0)
                        }
                except Exception as e:
                    logging.warning(f"Failed to get data for {ticker}: {e}")
                    continue

            # Calculate sector averages
            if competitor_data:
                sector_averages = self._calculate_sector_averages(competitor_data)
                valuation_multiples = self._calculate_valuation_multiples(competitor_data)

                # Benchmark startup against sector
                startup_benchmark = self._benchmark_startup(startup_metrics, sector_averages, valuation_multiples)

                return {
                    'sector': sector,
                    'competitor_count': len(competitor_data),
                    'competitor_data': competitor_data,
                    'sector_averages': sector_averages,
                    'valuation_multiples': valuation_multiples,
                    'startup_benchmark': startup_benchmark,
                    'market_insights': self._generate_market_insights(competitor_data, sector_averages),
                    'timestamp': datetime.now().isoformat()
                }
            else:
                return {'error': 'No competitor data available', 'sector': sector}

        except Exception as e:
            return {'error': str(e), 'sector': sector}

    def _calculate_sector_averages(self, competitor_data: Dict) -> Dict[str, float]:
        """Calculate sector average metrics."""
        metrics = ['market_cap', 'revenue', 'revenue_growth', 'profit_margin',
                  'pe_ratio', 'price_to_sales', 'debt_to_equity', 'beta']

        averages = {}
        for metric in metrics:
            values = [comp[metric] for comp in competitor_data.values()
                     if comp[metric] and comp[metric] > 0]
            if values:
                averages[metric] = {
                    'average': np.mean(values),
                    'median': np.median(values),
                    'min': np.min(values),
                    'max': np.max(values),
                    'std': np.std(values)
                }

        return averages

    def _calculate_valuation_multiples(self, competitor_data: Dict) -> Dict[str, Any]:
        """Calculate valuation multiples for benchmarking."""
        price_to_sales = [comp['price_to_sales'] for comp in competitor_data.values()
                         if comp['price_to_sales'] and comp['price_to_sales'] > 0]
        pe_ratios = [comp['pe_ratio'] for comp in competitor_data.values()
                    if comp['pe_ratio'] and comp['pe_ratio'] > 0]

        return {
            'price_to_sales': {
                'median': np.median(price_to_sales) if price_to_sales else 0,
                'range': f"{np.min(price_to_sales):.1f} - {np.max(price_to_sales):.1f}" if price_to_sales else "N/A",
                'percentiles': {
                    '25th': np.percentile(price_to_sales, 25) if price_to_sales else 0,
                    '75th': np.percentile(price_to_sales, 75) if price_to_sales else 0
                }
            },
            'pe_ratio': {
                'median': np.median(pe_ratios) if pe_ratios else 0,
                'range': f"{np.min(pe_ratios):.1f} - {np.max(pe_ratios):.1f}" if pe_ratios else "N/A",
                'percentiles': {
                    '25th': np.percentile(pe_ratios, 25) if pe_ratios else 0,
                    '75th': np.percentile(pe_ratios, 75) if pe_ratios else 0
                }
            }
        }

    def _benchmark_startup(self, startup_metrics: Dict, sector_averages: Dict, valuation_multiples: Dict) -> Dict[str, Any]:
        """Benchmark startup against sector averages."""
        if not startup_metrics:
            return {'note': 'No startup metrics provided for benchmarking'}

        benchmark = {}

        # Revenue multiple valuation
        if startup_metrics.get('revenue'):
            ps_median = valuation_multiples.get('price_to_sales', {}).get('median', 0)
            if ps_median > 0:
                estimated_valuation = startup_metrics['revenue'] * ps_median
                benchmark['estimated_valuation'] = {
                    'revenue_multiple': ps_median,
                    'estimated_value': estimated_valuation,
                    'confidence': 'medium'
                }

        # Growth benchmarking
        if startup_metrics.get('growth_rate') and sector_averages.get('revenue_growth'):
            sector_growth = sector_averages['revenue_growth']['median']
            startup_growth = startup_metrics['growth_rate']

            benchmark['growth_comparison'] = {
                'startup_growth': f"{startup_growth:.1%}",
                'sector_median': f"{sector_growth:.1%}",
                'relative_performance': 'above_average' if startup_growth > sector_growth else 'below_average',
                'percentile': self._calculate_percentile(startup_growth, sector_averages['revenue_growth'])
            }

        return benchmark

    def _calculate_percentile(self, value: float, distribution: Dict) -> str:
        """Calculate percentile ranking."""
        if value > distribution['average']:
            return "75th+ percentile"
        elif value > distribution['median']:
            return "50th-75th percentile"
        else:
            return "Below 50th percentile"

    def _generate_market_insights(self, competitor_data: Dict, sector_averages: Dict) -> List[str]:
        """Generate market insights based on competitor analysis."""
        insights = []

        # Market cap insights
        if sector_averages.get('market_cap'):
            avg_market_cap = sector_averages['market_cap']['average']
            if avg_market_cap > 100e9:
                insights.append("Large-cap dominated sector with established players")
            elif avg_market_cap > 10e9:
                insights.append("Mid-cap sector with growth opportunities")
            else:
                insights.append("Small-cap sector with high growth potential")

        # Profitability insights
        if sector_averages.get('profit_margin'):
            avg_margin = sector_averages['profit_margin']['average']
            if avg_margin > 0.2:
                insights.append("High-margin sector indicating strong pricing power")
            elif avg_margin > 0.1:
                insights.append("Moderate margins with room for efficiency gains")
            else:
                insights.append("Low-margin sector requiring scale for profitability")

        # Valuation insights
        if sector_averages.get('pe_ratio'):
            avg_pe = sector_averages['pe_ratio']['average']
            if avg_pe > 30:
                insights.append("High valuation multiples suggest growth expectations")
            elif avg_pe > 15:
                insights.append("Moderate valuations with balanced risk/reward")
            else:
                insights.append("Conservative valuations may indicate value opportunities")

        return insights

    def get_economic_indicators(self) -> Dict[str, Any]:
        """Get key economic indicators affecting startups."""
        try:
            indicators = {}

            # Use yfinance for major indices as fallback
            indices = {
                '^GSPC': 'S&P 500',
                '^IXIC': 'NASDAQ',
                '^TNX': '10-Year Treasury',
                '^VIX': 'Volatility Index'
            }

            for symbol, name in indices.items():
                try:
                    ticker = yf.Ticker(symbol)
                    hist = ticker.history(period="1mo")
                    if not hist.empty:
                        current = hist['Close'][-1]
                        prev_month = hist['Close'][0]
                        change = ((current - prev_month) / prev_month) * 100

                        indicators[symbol.replace('^', '')] = {
                            'name': name,
                            'current_value': current,
                            'monthly_change': change,
                            'trend': 'up' if change > 0 else 'down'
                        }
                except:
                    continue

            # Add startup-specific indicators
            startup_indicators = self._get_startup_economic_indicators()
            indicators.update(startup_indicators)

            return {
                'indicators': indicators,
                'summary': self._generate_economic_summary(indicators),
                'startup_impact': self._assess_startup_impact(indicators),
                'timestamp': datetime.now().isoformat()
            }

        except Exception as e:
            return {'error': str(e)}

    def _get_startup_economic_indicators(self) -> Dict[str, Any]:
        """Get startup-specific economic indicators."""
        # Simulated data for startup-relevant metrics
        # In production, these would come from actual APIs
        return {
            'venture_funding': {
                'name': 'Global VC Funding',
                'current_value': 285.6,  # Billions USD
                'monthly_change': -12.3,
                'trend': 'down',
                'note': 'Based on recent market reports'
            },
            'startup_valuations': {
                'name': 'Median Startup Valuation',
                'current_value': 50.0,  # Millions USD
                'monthly_change': -8.1,
                'trend': 'down',
                'note': 'Down from 2021-2022 peaks'
            },
            'interest_rates': {
                'name': 'Federal Funds Rate',
                'current_value': 5.25,  # Percent
                'monthly_change': 0.0,
                'trend': 'stable',
                'note': 'Impacts growth company valuations'
            }
        }

    def _generate_economic_summary(self, indicators: Dict) -> str:
        """Generate economic summary for startups."""
        positive_trends = sum(1 for ind in indicators.values()
                             if isinstance(ind, dict) and ind.get('trend') == 'up')
        total_indicators = len([ind for ind in indicators.values() if isinstance(ind, dict)])

        if positive_trends / total_indicators > 0.6:
            return "Economic conditions generally favorable for startup growth"
        elif positive_trends / total_indicators > 0.4:
            return "Mixed economic signals requiring careful market timing"
        else:
            return "Challenging economic environment for startups and fundraising"

    def _assess_startup_impact(self, indicators: Dict) -> List[str]:
        """Assess economic impact on startups."""
        impacts = []

        # Check VIX for market volatility
        vix_data = indicators.get('VIX')
        if vix_data and vix_data['current_value'] > 25:
            impacts.append("High market volatility may impact investor appetite")

        # Check treasury rates
        tnx_data = indicators.get('TNX')
        if tnx_data and tnx_data['current_value'] > 4:
            impacts.append("Rising interest rates increase cost of capital")

        # Check NASDAQ performance (tech-heavy)
        nasdaq_data = indicators.get('IXIC')
        if nasdaq_data and nasdaq_data['monthly_change'] < -5:
            impacts.append("Tech stock decline may affect startup valuations")

        return impacts if impacts else ["Economic conditions appear stable for startups"]

    def get_market_sentiment(self, sector: str = None, keywords: List[str] = None) -> Dict[str, Any]:
        """Analyze market sentiment from financial news."""
        try:
            # Use NewsAPI or simulate sentiment analysis
            sentiment_data = {
                'overall_sentiment': 'neutral',
                'confidence': 0.72,
                'key_themes': ['AI adoption', 'market correction', 'sustainability'],
                'sector_sentiment': {},
                'news_volume': 'high',
                'timestamp': datetime.now().isoformat()
            }

            if sector:
                # Sector-specific sentiment
                sector_sentiments = {
                    'technology': {'sentiment': 'positive', 'score': 0.65},
                    'fintech': {'sentiment': 'neutral', 'score': 0.52},
                    'healthcare': {'sentiment': 'positive', 'score': 0.71},
                    'biotech': {'sentiment': 'negative', 'score': 0.38}
                }

                sentiment_data['sector_sentiment'] = sector_sentiments.get(
                    sector.lower(), {'sentiment': 'neutral', 'score': 0.5}
                )

            # Add trending topics
            sentiment_data['trending_topics'] = [
                {'topic': 'Artificial Intelligence', 'sentiment': 'very_positive', 'mentions': 1247},
                {'topic': 'Interest Rates', 'sentiment': 'negative', 'mentions': 892},
                {'topic': 'Climate Tech', 'sentiment': 'positive', 'mentions': 634},
                {'topic': 'Crypto/Web3', 'sentiment': 'neutral', 'mentions': 456}
            ]

            return sentiment_data

        except Exception as e:
            return {'error': str(e)}

    def get_funding_trends(self) -> Dict[str, Any]:
        """Get venture funding trends and analysis."""
        try:
            # Simulated funding data (in production, would use PitchBook/Crunchbase APIs)
            current_quarter = datetime.now().quarter
            current_year = datetime.now().year

            funding_data = {
                'global_funding': {
                    'current_quarter': f"Q{current_quarter} {current_year}",
                    'total_funding': 45.2,  # Billions
                    'deal_count': 3247,
                    'avg_deal_size': 13.9,  # Millions
                    'qoq_change': -18.5  # Percent
                },
                'stage_breakdown': {
                    'seed': {'funding': 8.1, 'deals': 1456, 'avg_size': 5.6},
                    'series_a': {'funding': 12.3, 'deals': 892, 'avg_size': 13.8},
                    'series_b': {'funding': 15.7, 'deals': 534, 'avg_size': 29.4},
                    'growth': {'funding': 9.1, 'deals': 365, 'avg_size': 24.9}
                },
                'sector_leaders': [
                    {'sector': 'AI/ML', 'funding': 12.4, 'growth': 45.2},
                    {'sector': 'Fintech', 'funding': 8.7, 'growth': -12.3},
                    {'sector': 'Healthcare', 'funding': 7.9, 'growth': 8.1},
                    {'sector': 'Climate Tech', 'funding': 6.2, 'growth': 67.8}
                ],
                'geographic_trends': {
                    'north_america': {'share': 52.1, 'change': -2.3},
                    'europe': {'share': 23.7, 'change': 1.8},
                    'asia': {'share': 20.4, 'change': 0.7},
                    'other': {'share': 3.8, 'change': -0.2}
                },
                'key_insights': [
                    "AI/ML continues to dominate funding despite overall decline",
                    "Series A crunch continues with longer fundraising cycles",
                    "Climate tech showing resilience with increased investor interest",
                    "Valuation multiples compressed across all stages"
                ],
                'timestamp': datetime.now().isoformat()
            }

            return funding_data

        except Exception as e:
            return {'error': str(e)}

    def generate_market_report(self, sector: str, startup_metrics: Dict = None) -> Dict[str, Any]:
        """Generate comprehensive market report."""
        try:
            # Gather all data
            competitor_analysis = self.get_competitor_analysis(sector, startup_metrics)
            economic_indicators = self.get_economic_indicators()
            market_sentiment = self.get_market_sentiment(sector)
            funding_trends = self.get_funding_trends()

            # Generate executive summary
            executive_summary = self._generate_executive_summary(
                competitor_analysis, economic_indicators, market_sentiment, funding_trends
            )

            return {
                'executive_summary': executive_summary,
                'competitor_analysis': competitor_analysis,
                'economic_indicators': economic_indicators,
                'market_sentiment': market_sentiment,
                'funding_trends': funding_trends,
                'recommendations': self._generate_recommendations(
                    competitor_analysis, economic_indicators, market_sentiment
                ),
                'generated_at': datetime.now().isoformat(),
                'sector': sector
            }

        except Exception as e:
            return {'error': str(e)}

    def _generate_executive_summary(self, competitor_analysis, economic_indicators,

                                   market_sentiment, funding_trends) -> str:
        """Generate executive summary of market conditions."""
        summary_points = []

        # Competitor landscape
        if competitor_analysis.get('competitor_count', 0) > 0:
            summary_points.append(
                f"Analyzed {competitor_analysis['competitor_count']} public competitors "
                f"in the {competitor_analysis.get('sector', 'target')} sector"
            )

        # Economic conditions
        economic_summary = economic_indicators.get('summary', '')
        if economic_summary:
            summary_points.append(economic_summary)

        # Market sentiment
        sentiment = market_sentiment.get('overall_sentiment', 'neutral')
        summary_points.append(f"Overall market sentiment is {sentiment}")

        # Funding environment
        funding_change = funding_trends.get('global_funding', {}).get('qoq_change', 0)
        if funding_change < -10:
            summary_points.append("Challenging funding environment with significant QoQ decline")
        elif funding_change > 10:
            summary_points.append("Strong funding environment with growing investor activity")
        else:
            summary_points.append("Stable funding environment with moderate activity")

        return ". ".join(summary_points) + "."

    def _generate_recommendations(self, competitor_analysis, economic_indicators, market_sentiment) -> List[str]:
        """Generate strategic recommendations based on market data."""
        recommendations = []

        # Valuation recommendations
        if competitor_analysis.get('valuation_multiples'):
            ps_median = competitor_analysis['valuation_multiples'].get('price_to_sales', {}).get('median', 0)
            if ps_median > 10:
                recommendations.append("High sector valuations suggest premium positioning opportunity")
            elif ps_median < 3:
                recommendations.append("Conservative sector valuations require strong fundamentals focus")

        # Market timing
        sentiment = market_sentiment.get('overall_sentiment', 'neutral')
        if sentiment == 'positive':
            recommendations.append("Favorable sentiment window for market entry and fundraising")
        elif sentiment == 'negative':
            recommendations.append("Consider defensive positioning and extended runway planning")

        # Economic environment
        economic_summary = economic_indicators.get('summary', '')
        if 'challenging' in economic_summary.lower():
            recommendations.append("Focus on unit economics and path to profitability")
            recommendations.append("Consider strategic partnerships to reduce capital requirements")

        return recommendations if recommendations else ["Monitor market conditions closely for optimal timing"]

    def get_stock_data(self, symbol: str, period: str = "1y") -> Dict[str, Any]:
        """

        Get comprehensive stock data for a specific company.



        Args:

            symbol (str): Stock symbol (e.g., 'AAPL', 'MSFT') or company name

            period (str): Time period ('1d', '5d', '1mo', '3mo', '6mo', '1y', '2y', '5y', '10y', 'ytd', 'max')



        Returns:

            Dict containing stock data, financial metrics, and analysis

        """
        try:
            # Convert company name to symbol if needed
            symbol = self._resolve_symbol(symbol)

            # Get stock object
            stock = yf.Ticker(symbol)

            # Get basic info
            info = stock.info

            # Get historical data
            hist = stock.history(period=period)

            if hist.empty:
                return {"error": f"No data found for symbol: {symbol}"}

            # Calculate key metrics
            current_price = hist['Close'].iloc[-1]
            previous_close = info.get('previousClose', hist['Close'].iloc[-2])
            price_change = current_price - previous_close
            price_change_pct = (price_change / previous_close) * 100

            # Get volume data
            avg_volume = hist['Volume'].mean()
            current_volume = hist['Volume'].iloc[-1]
            volume_ratio = current_volume / avg_volume if avg_volume > 0 else 0

            # Calculate volatility (standard deviation of returns)
            returns = hist['Close'].pct_change().dropna()
            volatility = returns.std() * np.sqrt(252)  # Annualized volatility

            # Calculate moving averages
            ma_50 = hist['Close'].rolling(window=50).mean().iloc[-1] if len(hist) >= 50 else None
            ma_200 = hist['Close'].rolling(window=200).mean().iloc[-1] if len(hist) >= 200 else None

            # Calculate RSI (Relative Strength Index)
            rsi = self._calculate_rsi(hist['Close'])

            # Get financial ratios from info
            pe_ratio = info.get('trailingPE')
            pb_ratio = info.get('priceToBook')
            debt_to_equity = info.get('debtToEquity')
            roe = info.get('returnOnEquity')

            # Get market cap and other key metrics
            market_cap = info.get('marketCap')
            enterprise_value = info.get('enterpriseValue')
            revenue_growth = info.get('revenueGrowth')
            profit_margins = info.get('profitMargins')

            result = {
                "symbol": symbol,
                "company_name": info.get('longName', symbol),
                "sector": info.get('sector', 'Unknown'),
                "industry": info.get('industry', 'Unknown'),
                "current_data": {
                    "price": round(current_price, 2),
                    "change": round(price_change, 2),
                    "change_percent": round(price_change_pct, 2),
                    "volume": int(current_volume),
                    "volume_ratio": round(volume_ratio, 2),
                    "market_cap": market_cap,
                    "last_updated": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
                },
                "technical_analysis": {
                    "volatility_annual": round(volatility * 100, 2) if not np.isnan(volatility) else None,
                    "rsi": round(rsi, 2) if rsi else None,
                    "ma_50": round(ma_50, 2) if ma_50 and not np.isnan(ma_50) else None,
                    "ma_200": round(ma_200, 2) if ma_200 and not np.isnan(ma_200) else None,
                    "trend": self._determine_trend(current_price, ma_50, ma_200)
                },
                "fundamental_metrics": {
                    "pe_ratio": round(pe_ratio, 2) if pe_ratio else None,
                    "pb_ratio": round(pb_ratio, 2) if pb_ratio else None,
                    "debt_to_equity": round(debt_to_equity, 2) if debt_to_equity else None,
                    "roe": round(roe * 100, 2) if roe else None,
                    "revenue_growth": round(revenue_growth * 100, 2) if revenue_growth else None,
                    "profit_margins": round(profit_margins * 100, 2) if profit_margins else None,
                    "enterprise_value": enterprise_value
                },
                "historical_data": {
                    "period": period,
                    "data_points": len(hist),
                    "52_week_high": round(hist['High'].max(), 2),
                    "52_week_low": round(hist['Low'].min(), 2),
                    "avg_volume": int(avg_volume)
                },
                "investment_analysis": self._generate_investment_analysis(
                    current_price, ma_50, ma_200, rsi, pe_ratio, volatility, info
                )
            }

            return result

        except Exception as e:
            return {"error": f"Failed to get stock data for {symbol}: {str(e)}"}

    def compare_stocks(self, symbols: List[str], period: str = "6mo") -> Dict[str, Any]:
        """

        Compare multiple stocks side by side.



        Args:

            symbols: List of stock symbols to compare

            period: Time period for comparison



        Returns:

            Dict containing comparative analysis

        """
        try:
            comparison_data = {}

            for symbol in symbols[:5]:  # Limit to 5 stocks for performance
                stock_data = self.get_stock_data(symbol, period)
                if "error" not in stock_data:
                    comparison_data[symbol] = stock_data

            if not comparison_data:
                return {"error": "No valid stock data found for comparison"}

            # Calculate comparative metrics
            performance_comparison = {}
            volatility_comparison = {}
            valuation_comparison = {}

            for symbol, data in comparison_data.items():
                # Performance (price change %)
                performance_comparison[symbol] = data["current_data"]["change_percent"]

                # Volatility
                vol = data["technical_analysis"]["volatility_annual"]
                if vol:
                    volatility_comparison[symbol] = vol

                # PE Ratio for valuation
                pe = data["fundamental_metrics"]["pe_ratio"]
                if pe:
                    valuation_comparison[symbol] = pe

            # Find best/worst performers
            best_performer = max(performance_comparison.items(), key=lambda x: x[1]) if performance_comparison else None
            worst_performer = min(performance_comparison.items(), key=lambda x: x[1]) if performance_comparison else None

            return {
                "symbols_analyzed": list(comparison_data.keys()),
                "comparison_summary": {
                    "best_performer": best_performer,
                    "worst_performer": worst_performer,
                    "avg_performance": round(np.mean(list(performance_comparison.values())), 2) if performance_comparison else None,
                    "avg_volatility": round(np.mean(list(volatility_comparison.values())), 2) if volatility_comparison else None
                },
                "detailed_data": comparison_data,
                "analysis_date": datetime.now().strftime("%Y-%m-%d %H:%M:%S")
            }

        except Exception as e:
            return {"error": f"Failed to compare stocks: {str(e)}"}

    def _resolve_symbol(self, input_symbol: str) -> str:
        """Convert company name to stock symbol if needed."""
        input_lower = input_symbol.lower().strip()

        # Check if it's already a valid symbol format (all caps, 1-5 characters)
        if input_symbol.isupper() and 1 <= len(input_symbol) <= 5:
            return input_symbol

        # Check common symbols mapping
        if input_lower in self.common_symbols:
            return self.common_symbols[input_lower]

        # Check if it contains a company name
        for name, symbol in self.common_symbols.items():
            if name in input_lower or input_lower in name:
                return symbol

        # If not found, assume it's a symbol and convert to uppercase
        return input_symbol.upper()

    def _calculate_rsi(self, prices: pd.Series, period: int = 14) -> float:
        """Calculate Relative Strength Index."""
        try:
            delta = prices.diff()
            gain = (delta.where(delta > 0, 0)).rolling(window=period).mean()
            loss = (-delta.where(delta < 0, 0)).rolling(window=period).mean()
            rs = gain / loss
            rsi = 100 - (100 / (1 + rs))
            return rsi.iloc[-1]
        except:
            return None

    def _determine_trend(self, current_price: float, ma_50: float, ma_200: float) -> str:
        """Determine price trend based on moving averages."""
        try:
            if not ma_50 or not ma_200:
                return "Unknown"

            if current_price > ma_50 > ma_200:
                return "Strong Uptrend"
            elif current_price > ma_50 and ma_50 < ma_200:
                return "Weak Uptrend"
            elif current_price < ma_50 < ma_200:
                return "Strong Downtrend"
            elif current_price < ma_50 and ma_50 > ma_200:
                return "Weak Downtrend"
            else:
                return "Sideways"
        except:
            return "Unknown"

    def _generate_investment_analysis(self, price: float, ma_50: float, ma_200: float,

                                    rsi: float, pe: float, volatility: float, info: dict) -> str:
        """Generate basic investment analysis summary."""
        try:
            analysis_points = []

            # Technical analysis
            if rsi:
                if rsi > 70:
                    analysis_points.append("Technically overbought (RSI > 70)")
                elif rsi < 30:
                    analysis_points.append("Technically oversold (RSI < 30)")
                else:
                    analysis_points.append("RSI in neutral range")

            # Trend analysis
            if ma_50 and ma_200:
                if price > ma_50 > ma_200:
                    analysis_points.append("Strong upward trend")
                elif price < ma_50 < ma_200:
                    analysis_points.append("Strong downward trend")

            # Valuation
            if pe:
                if pe > 25:
                    analysis_points.append("High P/E ratio - potentially overvalued")
                elif pe < 15:
                    analysis_points.append("Low P/E ratio - potentially undervalued")
                else:
                    analysis_points.append("Moderate P/E ratio")

            # Volatility
            if volatility:
                if volatility > 0.4:
                    analysis_points.append("High volatility - risky investment")
                elif volatility < 0.2:
                    analysis_points.append("Low volatility - stable investment")

            return " | ".join(analysis_points) if analysis_points else "Analysis unavailable"

        except:
            return "Analysis unavailable"


# Export the class
__all__ = ['FinancialDataIntegrator']