Update src/streamlit_app.py

src/streamlit_app.py

@@ -1,40 +1,332 @@
-import altair as alt
-import numpy as np
+import os
+import requests
 import pandas as pd
+import plotly.graph_objects as go
 import streamlit as st
 
-"""
-# Welcome to Streamlit!
-
-Edit `/streamlit_app.py` to customize this app to your heart's desire :heart:.
-If you have any questions, checkout our [documentation](https://docs.streamlit.io) and [community
-forums](https://discuss.streamlit.io).
-
-In the meantime, below is an example of what you can do with just a few lines of code:
-"""
-
-num_points = st.slider("Number of points in spiral", 1, 10000, 1100)
-num_turns = st.slider("Number of turns in spiral", 1, 300, 31)
-
-indices = np.linspace(0, 1, num_points)
-theta = 2 * np.pi * num_turns * indices
-radius = indices
-
-x = radius * np.cos(theta)
-y = radius * np.sin(theta)
-
-df = pd.DataFrame({
-    "x": x,
-    "y": y,
-    "idx": indices,
-    "rand": np.random.randn(num_points),
-})
-
-st.altair_chart(alt.Chart(df, height=700, width=700)
-    .mark_point(filled=True)
-    .encode(
-        x=alt.X("x", axis=None),
-        y=alt.Y("y", axis=None),
-        color=alt.Color("idx", legend=None, scale=alt.Scale()),
-        size=alt.Size("rand", legend=None, scale=alt.Scale(range=[1, 150])),
-    ))
+st.set_page_config(layout="wide")
+
+# you need to save your FMP API Key into the respective environment variable to let it work
+apikey = os.environ["FMP_API_KEY"]
+
+def parse_json(url):
+    resp = requests.get(url)
+    resp.raise_for_status()
+    return pd.DataFrame(resp.json())
+
+def fmt(val):
+    if abs(val) >= 1e9: return f"${val/1e9:.1f}B"
+    if abs(val) >= 1e6: return f"${val/1e6:.1f}M"
+    if abs(val) >= 1e3: return f"${val/1e3:.0f}K"
+    return f"${val:.0f}"
+
+def draw_balance_sankey(balance_sheet, symbol, height, font_size):
+    # define all Sankey flows (left is source, right is target)
+    flows = [
+        # Current Assets
+        ("Cash and Cash Equivalents",            "Total Current Assets",            balance_sheet["cashAndCashEquivalents"]),
+        ("Short-Term Investments",               "Total Current Assets",            balance_sheet["shortTermInvestments"]),
+        ("Net Receivables",                      "Total Current Assets",            balance_sheet["netReceivables"]),
+        ("Inventory",                            "Total Current Assets",            balance_sheet["inventory"]),
+        ("Prepaids",                             "Total Current Assets",            balance_sheet["prepaids"]),
+        # NOTE: Other Current Assets may sometimes overlap with some of the above lines
+        ("Other Current Assets",                 "Total Current Assets",            balance_sheet["otherCurrentAssets"]),
+    
+        # Non-Current Assets
+        ("Property, Plant and Equipment, Net",   "Total Non-Current Assets",        balance_sheet["propertyPlantEquipmentNet"]),
+        ("Goodwill",                             "Total Non-Current Assets",        balance_sheet["goodwill"]),
+        ("Intangible Assets",                    "Total Non-Current Assets",        balance_sheet["intangibleAssets"]),
+        ("Long-Term Investments",                "Total Non-Current Assets",        balance_sheet["longTermInvestments"]),
+        ("Tax Assets",                           "Total Non-Current Assets",        balance_sheet["taxAssets"]),
+        ("Other Non-Current Assets",             "Total Non-Current Assets",        balance_sheet["otherNonCurrentAssets"]),
+    
+        # ... to Total Assets
+        ("Total Current Assets",                 "Total Assets",                    balance_sheet["totalCurrentAssets"]),
+        ("Total Non-Current Assets",             "Total Assets",                    balance_sheet["totalNonCurrentAssets"]),
+    
+        # Total Assets to ...
+        ("Total Assets",                         "Total Liabilities",               balance_sheet["totalLiabilities"]),
+        ("Total Assets",                         "Total Stockholders' Equity",      balance_sheet["totalStockholdersEquity"]),
+    
+        # Current Liabilities
+        ("Total Liabilities",                    "Total Current Liabilities",       balance_sheet["totalCurrentLiabilities"]),
+        ("Total Current Liabilities",            "Tax Payables",                    balance_sheet["taxPayables"]),
+        ("Total Current Liabilities",            "Short-Term Debt",                 balance_sheet["shortTermDebt"]),
+        ("Total Current Liabilities",            "Capital Lease Obligations (Current)", balance_sheet["capitalLeaseObligationsCurrent"]),
+        ("Total Current Liabilities",            "Deferred Revenue (Current)",      balance_sheet["deferredRevenue"]),
+        ("Total Current Liabilities",            "Other Current Liabilities",       balance_sheet["otherCurrentLiabilities"]),
+        ("Total Current Liabilities",            "Accounts Payable",                balance_sheet["accountPayables"]),
+        ("Total Current Liabilities",            "Other Payables",                  balance_sheet["otherPayables"]),
+        ("Total Current Liabilities",            "Accrued Expenses",                balance_sheet["accruedExpenses"]),
+    
+        # Non-Current Liabilities
+        ("Total Liabilities",                    "Total Non-Current Liabilities",   balance_sheet["totalNonCurrentLiabilities"]),
+        ("Total Non-Current Liabilities",        "Long-Term Debt",                  balance_sheet["longTermDebt"]),
+        ("Total Non-Current Liabilities",        "Capital Lease Obligations (Non-Current)", balance_sheet["capitalLeaseObligationsNonCurrent"]),
+        ("Total Non-Current Liabilities",        "Deferred Revenue (Non-Current)",  balance_sheet["deferredRevenueNonCurrent"]),
+        ("Total Non-Current Liabilities",        "Deferred Tax Liabilities (Non-Current)", balance_sheet["deferredTaxLiabilitiesNonCurrent"]),
+        ("Total Non-Current Liabilities",        "Other Non-Current Liabilities",   balance_sheet["otherNonCurrentLiabilities"]),
+    
+        # Equity
+        ("Total Stockholders' Equity",           "Common Stock",                    balance_sheet["commonStock"]),
+        ("Total Stockholders' Equity",           "Retained Earnings",               balance_sheet["retainedEarnings"]),
+        ("Total Stockholders' Equity",           "Accumulated Other Comprehensive Income (Loss)", balance_sheet["accumulatedOtherComprehensiveIncomeLoss"]),
+        ("Total Stockholders' Equity",           "Additional Paid-In Capital",      balance_sheet["additionalPaidInCapital"]),
+        ("Total Stockholders' Equity",           "Other Stockholders' Equity",      balance_sheet["otherTotalStockholdersEquity"]),
+    ]
+    
+    
+    # need to adjust flow to make negative values easier to read
+    adjusted_flows = []
+    for src, tgt, val in flows:
+        if val >= 0:
+            # positive: keep direction, color green
+            adjusted_flows.append((src, tgt, val, 'rgba(50,200,50,0.6)'))
+        else:
+            # negative: reverse direction, color red
+            adjusted_flows.append((tgt, src, -val, 'rgba(200,50,50,0.6)'))
+    
+    # for labelling later, first we store the source and target names
+    labels = []
+    for src, tgt, _ in flows:
+        if src not in labels: labels.append(src)
+        if tgt not in labels: labels.append(tgt)
+    
+    # map label to its actual balance‐sheet value for annotation
+    node_values = {
+        "Cash and Cash Equivalents":                         balance_sheet["cashAndCashEquivalents"],
+        "Short-Term Investments":                            balance_sheet["shortTermInvestments"],
+        "Net Receivables":                                   balance_sheet["netReceivables"],
+        "Inventory":                                         balance_sheet["inventory"],
+        "Prepaids":                                          balance_sheet["prepaids"],
+        "Other Current Assets":                              balance_sheet["otherCurrentAssets"],
+        "Total Current Assets":                              balance_sheet["totalCurrentAssets"],
+        "Property, Plant and Equipment, Net":                balance_sheet["propertyPlantEquipmentNet"],
+        "Goodwill":                                          balance_sheet["goodwill"],
+        "Intangible Assets":                                 balance_sheet["intangibleAssets"],
+        "Long-Term Investments":                             balance_sheet["longTermInvestments"],
+        "Tax Assets":                                        balance_sheet["taxAssets"],
+        "Other Non-Current Assets":                          balance_sheet["otherNonCurrentAssets"],
+        "Total Non-Current Assets":                          balance_sheet["totalNonCurrentAssets"],
+        "Total Assets":                                      balance_sheet["totalAssets"],
+    
+        "Total Liabilities":                                 balance_sheet["totalLiabilities"],
+        "Total Current Liabilities":                         balance_sheet["totalCurrentLiabilities"],
+        "Tax Payables":                                      balance_sheet["taxPayables"],
+        "Short-Term Debt":                                   balance_sheet["shortTermDebt"],
+        "Capital Lease Obligations (Current)":               balance_sheet["capitalLeaseObligationsCurrent"],
+        "Deferred Revenue (Current)":                        balance_sheet["deferredRevenue"],
+        "Other Current Liabilities":                         balance_sheet["otherCurrentLiabilities"],
+    
+        "Accounts Payable":                                  balance_sheet["accountPayables"],
+        "Other Payables":                                    balance_sheet["otherPayables"],
+        "Accrued Expenses":                                  balance_sheet["accruedExpenses"],
+    
+        "Total Non-Current Liabilities":                     balance_sheet["totalNonCurrentLiabilities"],
+        "Long-Term Debt":                                    balance_sheet["longTermDebt"],
+        "Capital Lease Obligations (Non-Current)":           balance_sheet["capitalLeaseObligationsNonCurrent"],
+        "Deferred Revenue (Non-Current)":                    balance_sheet["deferredRevenueNonCurrent"],
+        "Deferred Tax Liabilities (Non-Current)":            balance_sheet["deferredTaxLiabilitiesNonCurrent"],
+        "Other Non-Current Liabilities":                     balance_sheet["otherNonCurrentLiabilities"],
+    
+        "Total Stockholders' Equity":                        balance_sheet["totalStockholdersEquity"],
+        "Common Stock":                                      balance_sheet["commonStock"],
+        "Retained Earnings":                                 balance_sheet["retainedEarnings"],
+        "Accumulated Other Comprehensive Income (Loss)":     balance_sheet["accumulatedOtherComprehensiveIncomeLoss"],
+        "Additional Paid-In Capital":                        balance_sheet["additionalPaidInCapital"],
+        "Other Stockholders' Equity":                        balance_sheet["otherTotalStockholdersEquity"],
+    }
+    
+    # for formatting, annotate labels with $ amounts and take care of billions, millions, thousands
+    def fmt(val): 
+        if abs(val) >= 1e9: return f"${val/1e9:.1f}B"
+        if abs(val) >= 1e6: return f"${val/1e6:.1f}M"
+        if abs(val) >= 1e3: return f"${val/1e3:.0f}K"
+        return f"${val:.0f}"
+    
+    # put the sorce and target values in labels
+    labels = []
+    for s, t, _, _ in adjusted_flows:
+        if s not in labels: labels.append(s)
+        if t not in labels: labels.append(t)
+    
+    idx = {label:i for i,label in enumerate(labels)}
+    source = [ idx[s] for s, t, _, _ in adjusted_flows ] # index of sources for sankey input
+    target = [ idx[t] for s, t, _, _ in adjusted_flows ] # index of target for sankey input
+    value  = [     v   for _, _, v, _ in adjusted_flows ]
+    colors = [     c   for _, _, _, c in adjusted_flows ]
+    
+    label_with_values = []
+    for label in labels:
+        val = node_values[label]          
+        base = label.replace(" (Current)", "")\
+                    .replace(" (Non-Current)", "") # saves some printing space
+        if val < 0:
+            base += " [NEGATIVE]" # just to make negatives more obvious in the label               
+        label_with_values.append(f"{base} ({fmt(val)})")
+
+    fig = go.Figure(go.Sankey(
+        arrangement="snap",
+        node = dict(label=label_with_values, pad=15, thickness=20),
+        link = dict(source=source, target=target, value=value, color=colors)
+    ))
+    fig.update_layout(
+        title_text=f"Balance Sheet Sankey — {symbol}",
+        height=height,
+        font_size=font_size
+    )
+    return fig
+
+def draw_income_sankey(income_statement, symbol, height, font_size):
+    flows = [
+        # Revenue─
+        ("Revenue",               "Cost of Revenue",                      income_statement["costOfRevenue"]),
+        ("Revenue",               "Gross Profit",                         income_statement["grossProfit"]),
+    
+        # Gross Profit
+        ("Gross Profit",          "Operating Income",                     income_statement["operatingIncome"]),
+        ("Gross Profit",          "Operating Expenses",                   income_statement["operatingExpenses"]),
+    
+        # Operating Expenses
+        ("Operating Expenses",    "Research & Development Expenses",      income_statement["researchAndDevelopmentExpenses"]),
+        # ("Operating Expenses",    "General & Administrative Expenses",   income_statement["generalAndAdministrativeExpenses"]), # already in SG&A
+        # ("Operating Expenses",    "Selling & Marketing Expenses",        income_statement["sellingAndMarketingExpenses"]), # already in SG&A
+        ("Operating Expenses",    "SG&A Expenses",                        income_statement["sellingGeneralAndAdministrativeExpenses"]), 
+        ("Operating Expenses",    "Other Operating Expenses",             income_statement["otherExpenses"]),   
+    
+        # Pretax Income
+        ("Pretax Income",         "Income Tax Expense",                   income_statement["incomeTaxExpense"]),
+        ("Pretax Income",         "Net Income",                           income_statement["netIncome"]),
+        ("Pretax Income",         "Interest Expense",                     income_statement["interestExpense"]),  
+        # this value is recorded as negative in API, but we do not need to reverse the flow like in balance sheet
+        # because it decreases the pretax income so we put it together at the same side with all the tax expenses
+        ("Pretax Income",         "Non-Operating Income Excl. Interest", -income_statement["nonOperatingIncomeExcludingInterest"]), 
+        ("Pretax Income",         "Total Other Income & Expenses Net",    income_statement["totalOtherIncomeExpensesNet"]),
+        ("Pretax Income",         "Other Adjustments to Net Income",      income_statement["otherAdjustmentsToNetIncome"]),
+    
+        # Other Income that goes into Pretax Income
+        ("Operating Income",      "Pretax Income",                        income_statement["operatingIncome"]),
+        ("Net Interest Income",   "Pretax Income",                        income_statement["netInterestIncome"]),
+        ("Interest Income",       "Pretax Income",                        income_statement["interestIncome"]),
+    ]
+    
+    
+    # need to adjust flow to make negative values easier to read
+    adjusted_flows = []
+    for src, tgt, val in flows:
+        if val >= 0:
+            # positive: keep direction, color green
+            adjusted_flows.append((src, tgt, val, 'rgba(50,200,50,0.6)'))
+        else:
+            # negative: reverse direction, color red
+            adjusted_flows.append((tgt, src, -val, 'rgba(200,50,50,0.6)'))
+    
+    # for labelling later, first we store the source and target names
+    labels = []
+    for src, tgt, _ in flows:
+        if src not in labels: labels.append(src)
+        if tgt not in labels: labels.append(tgt)
+    
+    # map label to its actual balance‐sheet value for annotation
+    node_values = {
+        "Revenue":                           income_statement["revenue"],
+        "Cost of Revenue":                   income_statement["costOfRevenue"],
+        "Gross Profit":                      income_statement["grossProfit"],
+    
+        "Operating Income":                  income_statement["operatingIncome"],
+        "Operating Expenses":                income_statement["operatingExpenses"],
+        "Research & Development Expenses":   income_statement["researchAndDevelopmentExpenses"],
+        #"General & Administrative Expenses": income_statement["generalAndAdministrativeExpenses"], # already in SG&A
+        #"Selling & Marketing Expenses":      income_statement["sellingAndMarketingExpenses"], # already in SG&A
+        "SG&A Expenses":                     income_statement["sellingGeneralAndAdministrativeExpenses"],
+        "Other Operating Expenses":          income_statement["otherExpenses"],
+    
+        "Net Interest Income":               income_statement["netInterestIncome"],
+        "Interest Income":                   income_statement["interestIncome"],
+        "Interest Expense":                  income_statement["interestExpense"],
+        "Non-Operating Income Excl. Interest":-income_statement["nonOperatingIncomeExcludingInterest"],
+        "Total Other Income & Expenses Net": income_statement["totalOtherIncomeExpensesNet"],
+    
+        "Pretax Income":                     income_statement["incomeBeforeTax"],
+        "Income Tax Expense":                income_statement["incomeTaxExpense"],
+        "Net Income":                        income_statement["netIncome"],
+        "Other Adjustments to Net Income":   income_statement["otherAdjustmentsToNetIncome"],
+        "Bottom Line Net Income":            income_statement["bottomLineNetIncome"],
+    }
+    
+    # for formatting, annotate labels with $ amounts and take care of billions, millions, thousands
+    def fmt(val): 
+        if abs(val) >= 1e9: return f"${val/1e9:.1f}B"
+        if abs(val) >= 1e6: return f"${val/1e6:.1f}M"
+        if abs(val) >= 1e3: return f"${val/1e3:.0f}K"
+        return f"${val:.0f}"
+    
+    # put the sorce and target values in labels
+    labels = []
+    for s, t, _, _ in adjusted_flows:
+        if s not in labels: labels.append(s)
+        if t not in labels: labels.append(t)
+    
+    idx = {label:i for i,label in enumerate(labels)}
+    source = [ idx[s] for s, t, _, _ in adjusted_flows ] # index of sources for sankey input
+    target = [ idx[t] for s, t, _, _ in adjusted_flows ] # index of target for sankey input
+    value  = [     v   for _, _, v, _ in adjusted_flows ]
+    colors = [     c   for _, _, _, c in adjusted_flows ]
+    
+    label_with_values = []
+    for label in labels:
+        val = node_values[label]          
+        base = label.replace(" (Current)", "")\
+                    .replace(" (Non-Current)", "") # saves some printing space
+        if val < 0:
+            base += " [NEGATIVE]" # just to make negatives more obvious in the label               
+        label_with_values.append(f"{base} ({fmt(val)})")
+
+    fig = go.Figure(go.Sankey(
+        arrangement="snap",
+        node = dict(label=label_with_values, pad=15, thickness=20),
+        link = dict(source=source, target=target, value=value, color=colors)
+    ))
+    fig.update_layout(
+        title_text=f"Income Statement Sankey — {symbol}",
+        height=height,
+        font_size=font_size
+    )
+    return fig
+
+st.title("Financial Sankeys")
+
+symbol = st.sidebar.text_input("Ticker symbol", "AMZN").upper()
+
+# sidebar controls
+bs_height = st.sidebar.slider("Balance Sheet height", 500, 1500, 800)
+bs_font   = st.sidebar.slider("Balance Sheet font size", 5, 15, 10)
+is_height = st.sidebar.slider("Income Statement height", 500, 1500, 600)
+is_font   = st.sidebar.slider("Income Statement font size", 5, 15, 10)
+
+# where the data came from
+st.sidebar.markdown("## [Financial Modeling Prep API](https://site.financialmodelingprep.com/?utm_source=medium&utm_medium=medium&utm_campaign=damian8)\
+\n\nFinancial statements are obtained from the FinancialModelingPrep API, feel free to sign up\
+[here](https://site.financialmodelingprep.com/?utm_source=medium&utm_medium=medium&utm_campaign=damian8)\
+    if you wish.")
+
+if symbol:
+    # Balance Sheet
+    st.header(f"Balance Sheet — {symbol}")
+    try:
+        df_bs = parse_json(f"https://financialmodelingprep.com/stable/balance-sheet-statement?symbol={symbol}&apikey={apikey}")
+        balance_sheet = df_bs.iloc[0]
+        fig_bs = draw_balance_sankey(balance_sheet, symbol.upper(), bs_height, bs_font)
+        st.plotly_chart(fig_bs, use_container_width=True)
+    except Exception as e:
+        st.error(f"Failed to fetch balance sheet: {e}")
+
+    # Income Statement
+    st.header(f"Income Statement — {symbol}")
+    try:
+        df_is = parse_json(f"https://financialmodelingprep.com/stable/income-statement?symbol={symbol}&apikey={apikey}")
+        income_statement = df_is.iloc[0]
+        fig_is = draw_income_sankey(income_statement, symbol.upper(), is_height, is_font)
+        st.plotly_chart(fig_is, use_container_width=True)
+    except Exception as e:
+        st.error(f"Failed to fetch income statement: {e}")