Tips

Clone this repository with

git clone https://github.com/semapheur/py-dash-quantapp

Virtual environment

venv

Create a Python virtual environment with

python -m venv ./<name>

Activate the virtual environment using

# Windows
<name>\scripts\activate.ps1

Conda

conda create --name <env> --file <this file>

Libraries

Install required Python libraries with

pip install -r requirements.txt

TailwindCSS

Install TailwindCSS with

# Node
npm install

Build the CSS file with

npm tw-build

Application

Run the application with

python app.py

XBRL taxonomy

https://xbrl.us/home/filers/sec-reporting/taxonomies/

Jupyter

DataFrame to HTML table

from IPython.display import display

Accounting terms

Profit/Loss

• IncomeLossFromContinuingOperationsIncludingPortionAttributableToNoncontrollingInterest =
  • IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments - IncomeTaxExpenseBenefit + IncomeLossFromEquityMethodInvestments
  • IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest - IncomeTaxExpenseBenefit
• IncomeLossFromContinuingOperations = IncomeLossFromContinuingOperationsIncludingPortionAttributableToNoncontrollingInterest - IncomeLossFromContinuingOperationsAttributableToNoncontrollingEntity
• IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest = IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments + IncomeLossFromEquityMethodInvestments
• IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments = IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic + IncomeLossFromContinuingOperationsBeforeIncomeTaxesForeign
• NetIncomeLossFromContinuingOperationsAvailableToCommonShareholdersBasic
• NetIncomeLossFromContinuingOperationsAvailableToCommonShareholdersDiluted
• IncomeLossBeforeExtraordinaryItemsAndCumulativeEffectOfChangeInAccountingPrinciple = IncomeLossFromContinuingOperationsIncludingPortionAttributableToNoncontrollingInterest + IncomeLossFromDiscontinuedOperationsNetOfTax
• ProfitLoss =
  • ExtraordinaryItemNetOfTax + IncomeLossBeforeExtraordinaryItemsAndCumulativeEffectOfChangeInAccountingPrinciple
  • NetIncomeLossIncludingPortionAttributableToNonredeemableNoncontrollingInterest - NetIncomeLossAttributableToRedeemableNoncontrollingInterest
  • IncomeLossFromContinuingOperationsIncludingPortionAttributableToNoncontrollingInterest + IncomeLossFromDiscontinuedOperationsNetOfTax
• NetIncomeLoss = ProfitLoss - NetIncomeLossAttributableToNoncontrollingInterest
• NetIncomeLossAvailableToCommonStockholdersBasic = NetIncomeLoss - PreferredStockDividendsAndOtherAdjustments
• NetIncomeLossAvailableToCommonStockholdersDiluted = NetIncomeLossAvailableToCommonStockholdersBasic + InterestOnConvertibleDebtNetOfTax + ConvertiblePreferredDividendsNetOfTax + DilutiveSecurities

Marketable securities

• Available for Sale (AFS)
• Held to Maturity (HTM)
• Held for Trading (HFT)
• Fair Value through Net Income (FVNI)
• Fair Value through Other Comprehensive Income (FVOCI)