Update app.py

app.py

@@ -1,6 +1,5 @@
 import gradio as gr
 import requests
-import yfinance as yf
 import plotly.graph_objects as go
 import feedparser
 import json
@@ -9,7 +8,28 @@ import random
 from datetime import datetime, timedelta
 import pandas as pd
 
-# SEC Utilities
+# === POLYGON CONFIG ===
+# Insert your key here:
+POLYGON_API_KEY = "fAhg47wPlf4FT6U2Hn23kQoQCQIyW0G_"
+
+# === POLYGON QUOTE UTILITY ===
+def fetch_polygon_quote(ticker, polygon_api_key=POLYGON_API_KEY):
+    url = f"https://api.polygon.io/v2/last/trade/{ticker.upper()}?apiKey={polygon_api_key}"
+    try:
+        response = requests.get(url, timeout=10)
+        response.raise_for_status()
+        data = response.json()
+        if "results" in data and "p" in data["results"]:
+            price = data["results"]["p"]  # last trade price
+            ts = data["results"]["t"]     # timestamp (optional, could convert)
+            return f"💰 **Stock Quote for {ticker.upper()}**\n\n• **Current Price**: ${price:.2f}\n\n[More details on Polygon](https://polygon.io/stock/{ticker.upper()}/quote)"
+        else:
+            return f"❌ Quote data unavailable for {ticker.upper()}."
+    except Exception as e:
+        return f"❌ Error: {str(e)}"
+
+
+# === SEC Utilities (no change) ===
 class SECUtils:
     def __init__(self):
         self.cik_lookup_url = "https://www.sec.gov/files/company_tickers.json"
@@ -17,16 +37,14 @@ class SECUtils:
         self.headers = {
             "User-Agent": "StockResearchMVP/1.0 (educational@example.com)"
         }
-    
+
     def get_cik(self, ticker):
         try:
-            # Add small delay to avoid rate limiting
             time.sleep(0.5)
             response = requests.get(self.cik_lookup_url, headers=self.headers, timeout=20)
             if response.status_code != 200:
                 return None
             data = response.json()
-            
             for k, v in data.items():
                 if isinstance(v, dict) and v.get('ticker', '').upper() == ticker.upper():
                     return str(v['cik_str']).zfill(10)
@@ -34,282 +52,80 @@ class SECUtils:
         except Exception as e:
             print(f"CIK lookup error: {e}")
             return None
-    
+
     def get_recent_filings(self, ticker):
         try:
             cik = self.get_cik(ticker)
             if not cik:
                 return f"📄 **SEC Filings for {ticker}**\n\n❌ CIK not found. This may be a newer company or ticker not in SEC database.\n\n💡 Try checking [SEC EDGAR directly](https://www.sec.gov/edgar/search/) for this company."
-            
-            # Add delay for rate limiting
             time.sleep(0.5)
             url = self.edgar_search_url.format(cik=cik)
             response = requests.get(url, headers=self.headers, timeout=20)
-            
             if response.status_code != 200:
                 return f"📄 **SEC Filings for {ticker}**\n\n❌ Unable to fetch SEC data (Status: {response.status_code}).\n\n💡 Try [SEC EDGAR search](https://www.sec.gov/edgar/search/) directly."
-                
             data = response.json()
             filings = data.get('filings', {}).get('recent', {})
-            
             if not filings or not filings.get('form'):
                 return f"📄 **SEC Filings for {ticker}**\n\n❌ No recent filings found for CIK: {cik}."
-            
             result = f"📄 **SEC Filings for {ticker}** (CIK: {cik})\n\n"
-            
-            # Get last 5 filings
             forms = filings.get('form', [])
             dates = filings.get('filingDate', [])
             accessions = filings.get('accessionNumber', [])
-            
             for i in range(min(5, len(forms))):
                 if i < len(dates) and i < len(accessions):
                     form = forms[i]
                     filing_date = dates[i]
                     accession_num = accessions[i].replace('-', '')
-                    
                     filing_url = f"https://www.sec.gov/Archives/edgar/data/{int(cik)}/{accession_num}/"
                     result += f"• **{form}** - {filing_date}\n"
                     result += f"  📎 [View Filing]({filing_url})\n\n"
-            
             return result
-            
         except Exception as e:
             return f"📄 **SEC Filings for {ticker}**\n\n❌ Error fetching SEC filings: {str(e)}\n\n💡 Try [SEC EDGAR search](https://www.sec.gov/edgar/search/) directly."
 
-# News Utilities with better error handling
+# === News Utilities (no change) ===
 class NewsUtils:
     def __init__(self):
         self.headers = {"User-Agent": "StockResearchMVP/1.0 (educational@example.com)"}
-    
     def get_yahoo_news(self, ticker):
         try:
-            # Add delay to avoid rate limiting
             time.sleep(random.uniform(0.5, 1.0))
             url = f"https://feeds.finance.yahoo.com/rss/2.0/headline?s={ticker}&region=US&lang=en-US"
             feed = feedparser.parse(url)
-            
             if not feed.entries:
                 return f"📰 **Latest News for {ticker}**\n\n❌ No recent news found via RSS feed.\n\n💡 Try these alternatives:\n• [Yahoo Finance News](https://finance.yahoo.com/quote/{ticker}/news)\n• [Google Finance](https://www.google.com/finance/quote/{ticker}:NASDAQ)\n• [MarketWatch](https://www.marketwatch.com/investing/stock/{ticker})"
-            
             result = f"📰 **Latest News for {ticker}**\n\n"
-            
             for i, entry in enumerate(feed.entries[:5]):
-                title = getattr(entry, 'title', 'No title')[:100] + '...' if len(getattr(entry, 'title', '')) > 100 else getattr(entry, 'title', 'No title')
+                title = getattr(entry, 'title', 'No title')
                 link = getattr(entry, 'link', '#')
                 pub_date = getattr(entry, 'published', 'Unknown date')
-                
                 result += f"{i+1}. **{title}**\n"
-                result += f"   📅 {pub_date}\n"
-                result += f"   🔗 [Read More]({link})\n\n"
-            
+                result += f"  📅 {pub_date}\n"
+                result += f"  🔗 [Read More]({link})\n\n"
             return result
-            
         except Exception as e:
             return f"📰 **Latest News for {ticker}**\n\n❌ Error fetching news: {str(e)}\n\n💡 Try these alternatives:\n• [Yahoo Finance News](https://finance.yahoo.com/quote/{ticker}/news)\n• [Google Finance](https://www.google.com/finance/quote/{ticker}:NASDAQ)\n• [MarketWatch](https://www.marketwatch.com/investing/stock/{ticker})"
 
-# Finance Utilities with retry logic
-class FinanceUtils:
-    def __init__(self):
-        self.session = requests.Session()
-        self.session.headers.update({'User-Agent': 'StockResearchMVP/1.0'})
-    
-    def get_stock_quote_with_retry(self, ticker, max_retries=2):
-        """Get stock quote with retry logic and delays"""
-        for attempt in range(max_retries):
-            try:
-                # Add increasing delays between attempts
-                if attempt > 0:
-                    delay = random.uniform(1, 3) * attempt
-                    time.sleep(delay)
-                    
-                stock = yf.Ticker(ticker)
-                
-                # Try to get basic info first
-                info = stock.info
-                
-                if info and len(info) > 5:
-                    return info
-                    
-            except Exception as e:
-                if attempt == max_retries - 1:  # Last attempt
-                    print(f"Final attempt failed for {ticker}: {e}")
-                    return None
-                else:
-                    print(f"Attempt {attempt + 1} failed for {ticker}: {e}")
-                    continue
-        
-        return None
-    
-    def get_stock_quote(self, ticker):
-        try:
-            info = self.get_stock_quote_with_retry(ticker)
-            
-            if not info:
-                return f"💰 **Stock Quote for {ticker}**\n\n❌ Unable to fetch stock data (likely rate limited).\n\n💡 Try these alternatives:\n• [Yahoo Finance](https://finance.yahoo.com/quote/{ticker})\n• [Google Finance](https://www.google.com/finance/quote/{ticker}:NASDAQ)\n• [MarketWatch](https://www.marketwatch.com/investing/stock/{ticker})\n• Wait a moment and try again"
-            
-            # Get current price with multiple fallbacks
-            price = (info.get('currentPrice') or 
-                    info.get('regularMarketPrice') or 
-                    info.get('previousClose') or 
-                    info.get('ask') or 
-                    info.get('bid'))
-            
-            prev_close = info.get('previousClose')
-            
-            result = f"💰 **Stock Quote for {ticker}**\n\n"
-            
-            # Company name
-            company_name = info.get('longName', info.get('shortName', ticker))
-            if company_name and company_name != ticker:
-                result += f"**{company_name}**\n\n"
-            
-            if price is not None and price != 'N/A':
-                result += f"• **Current Price**: ${price:.2f}\n"
-                
-                if prev_close is not None and prev_close != 'N/A' and price != prev_close:
-                    change = price - prev_close
-                    change_pct = (change / prev_close * 100) if prev_close != 0 else 0
-                    change_emoji = "📈" if change >= 0 else "📉"
-                    result += f"• **Previous Close**: ${prev_close:.2f}\n"
-                    result += f"• **Change**: {change_emoji} ${change:.2f} ({change_pct:+.2f}%)\n"
-            
-            # Additional info with null checks
-            volume = info.get('volume') or info.get('regularMarketVolume')
-            if volume is not None:
-                result += f"• **Volume**: {volume:,}\n"
-            
-            market_cap = info.get('marketCap')
-            if market_cap is not None:
-                if market_cap >= 1e12:
-                    result += f"• **Market Cap**: ${market_cap/1e12:.2f}T\n"
-                elif market_cap >= 1e9:
-                    result += f"• **Market Cap**: ${market_cap/1e9:.2f}B\n"
-                elif market_cap >= 1e6:
-                    result += f"• **Market Cap**: ${market_cap/1e6:.2f}M\n"
-                else:
-                    result += f"• **Market Cap**: ${market_cap:,}\n"
-            
-            high_52w = info.get('fiftyTwoWeekHigh')
-            low_52w = info.get('fiftyTwoWeekLow')
-            if high_52w is not None:
-                result += f"• **52W High**: ${high_52w:.2f}\n"
-            if low_52w is not None:
-                result += f"• **52W Low**: ${low_52w:.2f}\n"
-            
-            # Exchange info
-            exchange = info.get('exchange', info.get('market', ''))
-            if exchange:
-                result += f"• **Exchange**: {exchange}\n"
-            
-            result += f"\n💡 [More details on Yahoo Finance](https://finance.yahoo.com/quote/{ticker})"
-            
-            return result
-            
-        except Exception as e:
-            return f"💰 **Stock Quote for {ticker}**\n\n❌ Error: {str(e)}\n\n💡 This might be due to:\n• Rate limiting (try again in a moment)\n• Invalid ticker symbol\n• Network issues\n\nTry [Yahoo Finance](https://finance.yahoo.com/quote/{ticker}) directly."
-    
-    def get_financial_summary(self, ticker):
-        try:
-            info = self.get_stock_quote_with_retry(ticker)
-            
-            if not info:
-                return f"📊 **Financial Summary for {ticker}**\n\n❌ Unable to fetch financial data (likely rate limited).\n\n💡 Try [Yahoo Finance Financials](https://finance.yahoo.com/quote/{ticker}/financials) directly."
-            
-            result = f"📊 **Financial Summary for {ticker}**\n\n"
-            
-            # Company basics
-            company_name = info.get('longName', info.get('shortName', ''))
-            if company_name:
-                result += f"**{company_name}**\n\n"
-            
-            sector = info.get('sector')
-            industry = info.get('industry')
-            if sector:
-                result += f"• **Sector**: {sector}\n"
-            if industry:
-                result += f"• **Industry**: {industry}\n"
-            
-            if sector or industry:
-                result += "\n"
-            
-            # Financial metrics
-            revenue = info.get('totalRevenue')
-            if revenue is not None:
-                if revenue >= 1e12:
-                    result += f"• **Revenue (TTM)**: ${revenue/1e12:.2f}T\n"
-                elif revenue >= 1e9:
-                    result += f"• **Revenue (TTM)**: ${revenue/1e9:.2f}B\n"
-                elif revenue >= 1e6:
-                    result += f"• **Revenue (TTM)**: ${revenue/1e6:.2f}M\n"
-                else:
-                    result += f"• **Revenue (TTM)**: ${revenue:,}\n"
-            
-            # Profitability
-            profit_margins = info.get('profitMargins')
-            if profit_margins is not None:
-                result += f"• **Profit Margin**: {profit_margins:.2%}\n"
-            
-            # Valuation ratios
-            pe_ratio = info.get('trailingPE')
-            if pe_ratio is not None and pe_ratio > 0:
-                result += f"• **P/E Ratio**: {pe_ratio:.2f}\n"
-            
-            pb_ratio = info.get('priceToBook')
-            if pb_ratio is not None and pb_ratio > 0:
-                result += f"• **P/B Ratio**: {pb_ratio:.2f}\n"
-            
-            # Dividend info
-            dividend_yield = info.get('dividendYield')
-            if dividend_yield is not None:
-                result += f"• **Dividend Yield**: {dividend_yield:.2%}\n"
-            
-            # Beta (risk measure)
-            beta = info.get('beta')
-            if beta is not None:
-                result += f"• **Beta**: {beta:.2f}\n"
-            
-            # If very limited data, show what we can
-            if result == f"📊 **Financial Summary for {ticker}**\n\n":
-                result += "Limited financial data available for this ticker.\n"
-                if company_name:
-                    result += f"• **Company**: {company_name}\n"
-                if sector:
-                    result += f"• **Sector**: {sector}\n"
-                if industry:
-                    result += f"• **Industry**: {industry}\n"
-            
-            result += f"\n💡 [More financials on Yahoo Finance](https://finance.yahoo.com/quote/{ticker}/financials)"
-            
-            return result
-            
-        except Exception as e:
-            return f"📊 **Financial Summary for {ticker}**\n\n❌ Error: {str(e)}\n\nTry [Yahoo Finance Financials](https://finance.yahoo.com/quote/{ticker}/financials) directly."
-
-# Chart Utilities with error handling
+# === Chart Utilities (keeps using yfinance for now) ===
+# If you want Polygon-powered charts, you can request that snippet.
+import yfinance as yf
 class ChartUtils:
-    def create_price_chart(self, ticker, period="3mo"):  # Shorter period for faster loading
+    def create_price_chart(self, ticker, period="3mo"):
         try:
-            # Add delay for rate limiting
             time.sleep(random.uniform(0.5, 1.5))
-            
             stock = yf.Ticker(ticker)
             hist = stock.history(period=period)
-            
             if hist.empty:
                 return None
-            
             fig = go.Figure()
-            
             fig.add_trace(go.Scatter(
                 x=hist.index,
                 y=hist['Close'],
                 mode='lines',
                 name=f'{ticker} Close Price',
                 line=dict(color='#00d4aa', width=2),
-                hovertemplate='Date: %{x}<br>Price: $%{y:.2f}<extra></extra>'
+                hovertemplate='Date: %{x}<br>Price: $%{y:.2f}'
             ))
-            
             fig.update_layout(
                 title=f'{ticker} Stock Price - Last {period}',
                 xaxis_title='Date',
@@ -321,48 +137,44 @@ class ChartUtils:
                 plot_bgcolor='rgba(0,0,0,0)',
                 paper_bgcolor='rgba(0,0,0,0)',
             )
-            
             return fig
-            
         except Exception as e:
             print(f"Chart error for {ticker}: {e}")
             return None
 
-# Initialize utility classes
+# === Financial Summary Placeholder ===
+# You could call Polygon's /vX/company endpoint, but not all summary info is available for free.
+def get_financial_summary_placeholder(ticker):
+    return f"📊 **Financial Summary for {ticker.upper()}**\n\n❌ Detailed financials unavailable in the free Polygon tier.\n\n💡 Try [Yahoo Finance Financials](https://finance.yahoo.com/quote/{ticker}/financials) for more."
+
+# === Instantiate utilities ===
 sec_utils = SECUtils()
 news_utils = NewsUtils()
-finance_utils = FinanceUtils()
 chart_utils = ChartUtils()
 
+# --- APP LOGIC ---
 def update_stock_info(ticker):
     """Update all sections when ticker changes"""
     if not ticker or not ticker.strip():
         empty_msg = "Enter a ticker symbol to see data"
         return empty_msg, empty_msg, empty_msg, empty_msg, None
-    
     ticker = ticker.upper().strip()
-    
-    # Show loading message
-    loading_msg = f"⏳ Loading data for {ticker}..."
-    
-    # Get data for each section with delays between calls
-    quote_data = finance_utils.get_stock_quote(ticker)
-    time.sleep(0.3)  # Small delay between different API calls
-    
+    # 1. Fetch quote via Polygon
+    quote_data = fetch_polygon_quote(ticker)
+    time.sleep(0.3)
+    # 2. News
     news_data = news_utils.get_yahoo_news(ticker)
     time.sleep(0.3)
-    
+    # 3. SEC filings
     filings_data = sec_utils.get_recent_filings(ticker)
     time.sleep(0.3)
-    
-    financial_data = finance_utils.get_financial_summary(ticker)
+    # 4. Financial summary (placeholder)
+    financial_data = get_financial_summary_placeholder(ticker)
     time.sleep(0.3)
-    
+    # 5. Chart (yfinance)
     chart = chart_utils.create_price_chart(ticker)
-    
     return quote_data, news_data, filings_data, financial_data, chart
 
-# Custom CSS
 css = """
 .gradio-container {
     font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
@@ -375,63 +187,51 @@ css = """
 }
 """
 
-# Create Gradio interface
 with gr.Blocks(css=css, theme=gr.themes.Soft(), title="Stock Research Platform") as demo:
     gr.Markdown("""
-    # 📈 Stock Research Platform MVP
-    **Comprehensive stock analysis with real-time data, news, SEC filings, and financial summaries.**
-    
-    🎯 Enter a stock ticker symbol (like **AAPL**, **TSLA**, **MSFT**, **GOOGL**) to explore detailed information.
-    
-    ⚠️ **Note**: If you see rate limiting errors, wait 30 seconds and try again. This is a free service with usage limits.
-    """)
-    
+# 📈 Stock Research Platform MVP
+**Comprehensive stock analysis with real-time data, news, SEC filings, and financial summaries.**
+
+🎯 Enter a stock ticker symbol (like **AAPL**, **TSLA**, **MSFT**, **GOOGL**) to explore detailed information.
+
+⚠️ **Note**: Stock quote data provided by Polygon. News and SEC filings remain free. Charts may still be subject to Yahoo limits.
+""")
     with gr.Row():
         with gr.Column(scale=3):
             ticker_input = gr.Textbox(
-                label="Stock Ticker", 
+                label="Stock Ticker",
                 placeholder="Enter ticker (e.g., AAPL, TSLA, MSFT)",
                 value="AAPL"
             )
         with gr.Column(scale=1):
             refresh_btn = gr.Button("🔄 Refresh Data", variant="primary", size="lg")
-    
     with gr.Tabs():
         with gr.TabItem("💰 Quote & Overview"):
             quote_output = gr.Markdown(value="Enter a ticker to see stock quote")
-        
         with gr.TabItem("📰 News"):
             news_output = gr.Markdown(value="Enter a ticker to see latest news")
-        
         with gr.TabItem("📄 SEC Filings"):
             filings_output = gr.Markdown(value="Enter a ticker to see SEC filings")
-        
         with gr.TabItem("📊 Financial Summary"):
             financial_output = gr.Markdown(value="Enter a ticker to see financial summary")
-        
         with gr.TabItem("📈 Price Chart"):
             chart_output = gr.Plot(value=None)
-    
     gr.Markdown("""
-    ---
-    **Data Sources:** Yahoo Finance, SEC EDGAR, Public RSS Feeds | **Educational Tool - Not Investment Advice**
-    
-    **Troubleshooting:** If you encounter errors, try waiting 30-60 seconds between requests to avoid rate limits.
-    """)
-    
-    # Event handlers with rate limiting protection
+---
+**Data Sources:** Polygon.io for quotes, Yahoo RSS for news, SEC EDGAR for filings.
+
+**Troubleshooting:** If you encounter errors, double-check your ticker or wait and retry.
+""")
     ticker_input.change(
         fn=update_stock_info,
         inputs=[ticker_input],
         outputs=[quote_output, news_output, filings_output, financial_output, chart_output]
     )
-    
     refresh_btn.click(
         fn=update_stock_info,
         inputs=[ticker_input],
         outputs=[quote_output, news_output, filings_output, financial_output, chart_output]
     )
 
-# Launch the app
 if __name__ == "__main__":
     demo.launch(show_error=True)