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Static Dashboard

The valuation dashboard is a single static HTML file that renders all recently generated analysis results. No web server or background process is required—open the file in your browser once the data has been refreshed.

Quick Start

# 1. Run your preferred analysis pipeline (examples)
uv run python scripts/systematic_analysis.py dashboard/configs/sp500_full.yaml --save-csv

# 2. Regenerate the dashboard HTML from the SQLite results database
uv run python scripts/dashboard.py

# 3. View the dashboard (macOS example)
open dashboard/valuation_dashboard.html

The generator script collects the latest valuations from data/stock_data.db, renders the HTML, and writes dashboard/valuation_dashboard.html. You can host the file anywhere or open it locally.

Updating Data

  1. Collect data – run your normal fetching pipeline (for example scripts/data_fetcher.py if you maintain a cache).
  2. Produce valuations – execute analysis jobs such as scripts/systematic_analysis.py or scripts/offline_analyzer.py --update-dashboard to populate the SQLite tables.
  3. Regenerate HTML – run uv run python scripts/dashboard.py.
  4. Open the dashboard – refresh the file in your browser to see the latest results.

Repeat steps 2–4 whenever you update valuations. The HTML generator is idempotent and overwrites the existing file each time.

Dashboard Features

  • 📊 Multiple Valuation Models – DCF variations, Residual Income, GBM machine learning models, and consensus outputs.
  • 🎯 Interactive Sorting – Click any column header to sort within the browser.
  • 📈 Current Pricing – Displays the latest prices alongside intrinsic value estimates and margin of safety calculations.
  • 🌐 Universe Support – Works with every universe you analyze; the HTML reflects whatever is stored in the database.
  • ⚡ Fast Loading – Static assets only; no runtime dependencies.
  • 📚 Model Documentation – Direct link to comprehensive model documentation for understanding how each model works.

Layout Overview

  • Header – Shows last-updated metadata, stock counts, and helpful command references.
  • Valuation Table – Main grid with tickers, pricing, upside/downside, and per-model valuations.
  • Details & Tooltips – Hover to reveal confidence levels, error messages for unsuitable models, and methodology guidance.
  • Footer – Quick reminders for regenerating analysis and keeping data fresh.

Troubleshooting

  • Empty Dashboard – Ensure the SQLite database contains current_stock_data and valuation_results. Re-run your analysis pipeline if tables are empty.
  • Stale Results – Regenerate the dashboard after every analysis run; the HTML does not auto-refresh.
  • Different Machines – Copy dashboard/valuation_dashboard.html and open it on any machine. No additional setup is required.

With the server-based dashboard removed, this static flow is now the single source of truth for sharing and reviewing valuation results.