from dataclasses import dataclass, asdict
from datetime import datetime
from typing import Optional, Dict, Any
@dataclass
class StockData:
"""株式データのメインモデル（全Finvizフィールド対応）"""
ticker: str
company_name: str
sector: str
industry: str
country: Optional[str] = None
# 基本価格・出来高データ
price: Optional[float] = None
price_change: Optional[float] = None
price_change_percent: Optional[float] = None
volume: Optional[int] = None
avg_volume: Optional[int] = None
relative_volume: Optional[float] = None
# 新規追加：詳細OHLC データ
prev_close: Optional[float] = None
open_price: Optional[float] = None
high_price: Optional[float] = None
low_price: Optional[float] = None
change_from_open: Optional[float] = None
trades_count: Optional[int] = None
# 時間外取引データ
premarket_price: Optional[float] = None
premarket_change: Optional[float] = None
premarket_change_percent: Optional[float] = None
afterhours_price: Optional[float] = None
afterhours_change: Optional[float] = None
afterhours_change_percent: Optional[float] = None
# 市場データ
market_cap: Optional[float] = None
income: Optional[float] = None
sales: Optional[float] = None
book_value_per_share: Optional[float] = None
cash_per_share: Optional[float] = None
dividend: Optional[float] = None
dividend_yield: Optional[float] = None
employees: Optional[int] = None
# 新規追加：指数・分類情報
index: Optional[str] = None # 所属指数（S&P500等）
optionable: Optional[bool] = None
shortable: Optional[bool] = None
ipo_date: Optional[str] = None
# バリュエーション指標
pe_ratio: Optional[float] = None
forward_pe: Optional[float] = None
peg: Optional[float] = None
ps_ratio: Optional[float] = None
pb_ratio: Optional[float] = None
price_to_cash: Optional[float] = None
price_to_free_cash_flow: Optional[float] = None
# 収益性指標
eps: Optional[float] = None
eps_this_y: Optional[float] = None
eps_next_y: Optional[float] = None
eps_past_5y: Optional[float] = None
eps_next_5y: Optional[float] = None
sales_past_5y: Optional[float] = None
eps_growth_this_y: Optional[float] = None
eps_growth_next_y: Optional[float] = None
eps_growth_past_5y: Optional[float] = None
eps_growth_next_5y: Optional[float] = None
sales_growth_qtr: Optional[float] = None
eps_growth_qtr: Optional[float] = None
eps_next_q: Optional[float] = None # 新規追加：次四半期EPS予想
# 財務健全性指標
debt_to_equity: Optional[float] = None
current_ratio: Optional[float] = None
quick_ratio: Optional[float] = None
lt_debt_to_equity: Optional[float] = None
# 収益性マージン
gross_margin: Optional[float] = None
operating_margin: Optional[float] = None
profit_margin: Optional[float] = None
# ROE・ROA・ROI
roe: Optional[float] = None
roa: Optional[float] = None
roi: Optional[float] = None
roic: Optional[float] = None # 新規追加：投下資本利益率
# 配当関連
payout_ratio: Optional[float] = None
# 持株構造
insider_ownership: Optional[float] = None
insider_transactions: Optional[float] = None
institutional_ownership: Optional[float] = None
institutional_transactions: Optional[float] = None
float_short: Optional[float] = None
short_ratio: Optional[float] = None
short_interest: Optional[float] = None
# 株式数
shares_outstanding: Optional[float] = None
shares_float: Optional[float] = None
float_percentage: Optional[float] = None # 新規追加：Float %
# テクニカル・パフォーマンス指標
volatility: Optional[float] = None
volatility_week: Optional[float] = None # 新規追加：週次ボラティリティ
volatility_month: Optional[float] = None # 新規追加：月次ボラティリティ
beta: Optional[float] = None
atr: Optional[float] = None
# 新規追加：短時間パフォーマンス
performance_1min: Optional[float] = None
performance_2min: Optional[float] = None
performance_3min: Optional[float] = None
performance_5min: Optional[float] = None
performance_10min: Optional[float] = None
performance_15min: Optional[float] = None
performance_30min: Optional[float] = None
performance_1h: Optional[float] = None
performance_2h: Optional[float] = None
performance_4h: Optional[float] = None
# パフォーマンス
performance_1w: Optional[float] = None
performance_1m: Optional[float] = None
performance_3m: Optional[float] = None
performance_6m: Optional[float] = None
performance_ytd: Optional[float] = None
performance_1y: Optional[float] = None
performance_2y: Optional[float] = None
performance_3y: Optional[float] = None
performance_5y: Optional[float] = None
performance_10y: Optional[float] = None # 新規追加：10年パフォーマンス
performance_since_inception: Optional[float] = None # 新規追加：設定来パフォーマンス
# 移動平均線
sma_20: Optional[float] = None
sma_50: Optional[float] = None
sma_200: Optional[float] = None
above_sma_20: Optional[bool] = None
above_sma_50: Optional[bool] = None
above_sma_200: Optional[bool] = None
sma_20_relative: Optional[float] = None
sma_50_relative: Optional[float] = None
sma_200_relative: Optional[float] = None
# 高値・安値
week_52_high: Optional[float] = None
week_52_low: Optional[float] = None
high_52w_relative: Optional[float] = None
low_52w_relative: Optional[float] = None
# 新規追加：50日高値・安値
day_50_high: Optional[float] = None
day_50_low: Optional[float] = None
all_time_high: Optional[float] = None
all_time_low: Optional[float] = None
# テクニカル指標
rsi: Optional[float] = None
rsi_14: Optional[float] = None
rel_volume: Optional[float] = None
avg_true_range: Optional[float] = None
# 決算関連データ
earnings_date: Optional[str] = None
earnings_timing: Optional[str] = None
eps_surprise: Optional[float] = None
revenue_surprise: Optional[float] = None
eps_estimate: Optional[float] = None
revenue_estimate: Optional[float] = None
eps_actual: Optional[float] = None
revenue_actual: Optional[float] = None
eps_qoq_growth: Optional[float] = None
sales_qoq_growth: Optional[float] = None
eps_revision: Optional[float] = None
revenue_revision: Optional[float] = None
# アナリスト推奨・目標価格
target_price: Optional[float] = None
analyst_recommendation: Optional[str] = None
# オプション関連
average_volume: Optional[int] = None
# ETF専用フィールド（新規追加）
single_category: Optional[str] = None
asset_type: Optional[str] = None
etf_type: Optional[str] = None
sector_theme: Optional[str] = None
region: Optional[str] = None
active_passive: Optional[str] = None
net_expense_ratio: Optional[float] = None
total_holdings: Optional[int] = None
aum: Optional[float] = None # Assets Under Management
nav: Optional[float] = None # Net Asset Value
nav_percent: Optional[float] = None
# ETFフロー関連（新規追加）
net_flows_1m: Optional[float] = None
net_flows_1m_percent: Optional[float] = None
net_flows_3m: Optional[float] = None
net_flows_3m_percent: Optional[float] = None
net_flows_ytd: Optional[float] = None
net_flows_ytd_percent: Optional[float] = None
net_flows_1y: Optional[float] = None
net_flows_1y_percent: Optional[float] = None
# その他のFinviz指標
gap: Optional[float] = None
tags: Optional[str] = None # 新規追加：タグ情報
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
return asdict(self)
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'StockData':
"""辞書から作成"""
return cls(**data)
@dataclass
class NewsData:
"""ニュースデータモデル"""
ticker: str
title: str
source: str
date: datetime
url: str
category: str
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
data = asdict(self)
# datetime を文字列に変換
data['date'] = self.date.isoformat()
return data
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'NewsData':
"""辞書から作成"""
# 文字列の日付を datetime に変換
if isinstance(data.get('date'), str):
data['date'] = datetime.fromisoformat(data['date'])
return cls(**data)
@dataclass
class SectorPerformance:
"""セクターパフォーマンスデータモデル"""
sector: str
performance_1d: float
performance_1w: float
performance_1m: float
performance_3m: float
performance_6m: float
performance_1y: float
stock_count: int
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
return asdict(self)
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'SectorPerformance':
"""辞書から作成"""
return cls(**data)
@dataclass
class EarningsData:
"""決算データモデル"""
ticker: str
company_name: str
earnings_date: str
earnings_timing: str # "before" or "after"
# 価格データ
pre_earnings_price: Optional[float] = None
post_earnings_price: Optional[float] = None
premarket_price: Optional[float] = None
afterhours_price: Optional[float] = None
current_price: Optional[float] = None
price_change_percent: Optional[float] = None
gap_percent: Optional[float] = None
# 出来高データ
volume: Optional[int] = None
avg_volume: Optional[int] = None
relative_volume: Optional[float] = None
# 決算結果・サプライズ
eps_surprise: Optional[float] = None
revenue_surprise: Optional[float] = None
eps_estimate: Optional[float] = None
eps_actual: Optional[float] = None
revenue_estimate: Optional[float] = None
revenue_actual: Optional[float] = None
earnings_revision: Optional[str] = None
# 市場反応・分析
market_reaction: Optional[str] = None # "positive", "negative", "neutral"
volatility: Optional[float] = None
beta: Optional[float] = None
performance_4w: Optional[float] = None
recovery_from_decline: Optional[bool] = None
trading_opportunity_score: Optional[float] = None # 1-10
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
return asdict(self)
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'EarningsData':
"""辞書から作成"""
return cls(**data)
@dataclass
class ScreeningResult:
"""スクリーニング結果のコンテナ"""
query_parameters: Dict[str, Any]
results: list
total_count: int
execution_time: Optional[float] = None
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
return {
'query_parameters': self.query_parameters,
'results': [stock.to_dict() for stock in self.results],
'total_count': self.total_count,
'execution_time': self.execution_time
}
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'ScreeningResult':
"""辞書から作成"""
results = [StockData.from_dict(item) for item in data.get('results', [])]
return cls(
query_parameters=data.get('query_parameters', {}),
results=results,
total_count=data.get('total_count', 0),
execution_time=data.get('execution_time')
)
# 古いマッピング定数は削除され、constants.pyに統合されました
# Finvizのフィールドマッピング定数（既存のシンプル版も保持）
FINVIZ_FIELD_MAPPING = {
# 基本情報
'ticker': 'Ticker',
'company': 'Company',
'sector': 'Sector',
'industry': 'Industry',
'country': 'Country',
# 価格・出来高
'price': 'Price',
'change': 'Change',
'change_percent': 'Change',
'volume': 'Volume',
'avg_volume': 'Average Volume',
'relative_volume': 'Relative Volume',
# 市場データ
'market_cap': 'Market Cap',
'pe_ratio': 'P/E',
'forward_pe': 'Forward P/E',
'peg': 'PEG',
'eps': 'EPS (ttm)',
'dividend_yield': 'Dividend Yield',
# テクニカル指標
'rsi': 'Relative Strength Index (14)',
'beta': 'Beta',
'volatility': 'Volatility (Week)',
'performance_1w': 'Performance (Week)',
'performance_1m': 'Performance (Month)',
'performance_ytd': 'Performance (YTD)',
# 移動平均
'sma_20': '20-Day Simple Moving Average',
'sma_50': '50-Day Simple Moving Average',
'sma_200': '200-Day Simple Moving Average',
# その他
'target_price': 'Target Price',
'analyst_recom': 'Analyst Recom',
'insider_own': 'Insider Ownership',
'institutional_own': 'Institutional Ownership',
'short_interest': 'Short Interest',
'week_52_high': '52-Week High',
'week_52_low': '52-Week Low',
'earnings_date': 'Earnings Date'
}
# セクター定数
SECTORS = [
'Basic Materials',
'Communication Services',
'Consumer Cyclical',
'Consumer Defensive',
'Energy',
'Financial Services',
'Healthcare',
'Industrials',
'Real Estate',
'Technology',
'Utilities'
]
# 時価総額フィルタ定数
MARKET_CAP_FILTERS = {
'mega': 'Mega ($200bln and more)',
'large': 'Large ($10bln to $200bln)',
'mid': 'Mid ($2bln to $10bln)',
'small': 'Small ($300mln to $2bln)',
'micro': 'Micro ($50mln to $300mln)',
'nano': 'Nano (under $50mln)',
'smallover': 'Small+ ($300mln and more)',
'midover': 'Mid+ ($2bln and more)'
}
@dataclass
class UpcomingEarningsData:
"""来週決算予定データモデル"""
ticker: str
company_name: str
sector: str
industry: str
earnings_date: str
earnings_timing: str # "before" or "after"
# 基本株価データ
current_price: Optional[float] = None
market_cap: Optional[float] = None
avg_volume: Optional[int] = None
# 決算予想データ
eps_estimate: Optional[float] = None
revenue_estimate: Optional[float] = None
eps_estimate_revision: Optional[float] = None
revenue_estimate_revision: Optional[float] = None
analyst_count: Optional[int] = None
estimate_trend: Optional[str] = None # "improving", "declining", "stable"
# 過去のサプライズ履歴
historical_eps_surprise: Optional[list] = None
historical_revenue_surprise: Optional[list] = None
avg_eps_surprise: Optional[float] = None
avg_revenue_surprise: Optional[float] = None
# 評価・推奨データ
pe_ratio: Optional[float] = None
forward_pe: Optional[float] = None
peg: Optional[float] = None
target_price: Optional[float] = None
target_price_upside: Optional[float] = None
analyst_recommendation: Optional[str] = None
recent_rating_changes: Optional[list] = None
# リスク評価指標
volatility: Optional[float] = None
beta: Optional[float] = None
short_interest: Optional[float] = None
short_ratio: Optional[float] = None
insider_ownership: Optional[float] = None
institutional_ownership: Optional[float] = None
# パフォーマンス・テクニカル指標
performance_1w: Optional[float] = None
performance_1m: Optional[float] = None
performance_3m: Optional[float] = None
sma_200_relative: Optional[float] = None
rsi: Optional[float] = None
# オプション活動（オプション）
options_volume: Optional[int] = None
put_call_ratio: Optional[float] = None
implied_volatility: Optional[float] = None
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
return asdict(self)
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'UpcomingEarningsData':
"""辞書から作成"""
return cls(**data)
@dataclass
class SECFilingData:
"""SECファイリングデータモデル"""
ticker: str
filing_date: str
report_date: str
form: str
description: str
filing_url: str
document_url: str
def to_dict(self) -> Dict[str, Any]:
"""辞書形式に変換"""
return asdict(self)
@classmethod
def from_dict(cls, data: Dict[str, Any]) -> 'SECFilingData':
"""辞書から作成"""
return cls(**data)
