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--- |
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title: Swift Stock Screener |
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emoji: 💹 |
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colorFrom: green |
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colorTo: gray |
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sdk: gradio |
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sdk_version: 5.29.0 |
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app_file: app.py |
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pinned: true |
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license: apache-2.0 |
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short_description: Search over 12k companies by theme (VSS) or similarity (NNS) |
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--- |
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## Overview |
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**Swift Stock Screener (SSS)** is an interactive application that enables semantic and similarity-based stock screening across ~13,000 equities. |
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It combines **semantic vector search** on company descriptions with **nearest neighbor search** on financial fundamentals. |
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The app allows two main modes: |
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- **Theme search**: find stocks relevant to a concept (e.g., *“lithium”*, *“cloud computing”*). |
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- **Ticker similarity search**: find peers to a given stock (e.g., *NVDA* → other semiconductors). |
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Data (fundamentals and descriptions) is sourced from **Yahoo Finance**. Company **descriptions used in the semantic search** come directly from Yahoo Finance long summaries. |
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--- |
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## Features |
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- **Semantic Theme Search** |
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Uses `FinLang/finance-embeddings-investopedia` to embed queries and company descriptions. |
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DuckDB with **HNSW vector index** executes approximate nearest neighbor search. |
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Re-ranking adds: |
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- **Literal rewards** (companies explicitly mentioning query terms boosted). |
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- **Brevity penalties** (companies with very short descriptions are penalized). |
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- **Ticker Similarity Search** |
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Uses normalized numeric fundamentals (e.g., Market Cap, P/E, Revenue Growth, Volatility). |
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Scikit-learn **NearestNeighbors** finds the closest peers. |
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A **Similarity Index (0–100)** is computed with a gamma distribution scaling to give intuitive scores. |
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- **Interactive Results Table** |
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Paginated grid view with columns: |
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- Name, Country, Sector, Market Cap |
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- 1yr Return, Volatility, P/E, Revenue Growth, Dividend Yield, Beta |
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Negative values are highlighted red. |
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- **Dynamic Filtering** |
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Click on a sector, industry, or country in the grid to filter results interactively. |
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Multiple filters can be applied in succession. |
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- **Company Details View** |
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- Company name + Yahoo Finance description. |
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- Full fundamentals table. |
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- **Radar chart** of 5 normalized metrics: Beta, Debt/Equity, 1yr Return, Revenue Growth, Volatility. |
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- **Controls** |
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- **Theme box**: free text search. |
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- **Ticker box**: find peers to a stock. |
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- **Search** / **Reset** / **Random ticker** buttons. |
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- Sorting by any metric. |
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--- |
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## Architecture |
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- **Data**: Yahoo Finance fundamentals + descriptions. |
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- **Embeddings**: `FinLang/finance-embeddings-investopedia` (768-dim vectors). |
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- **Vector DB**: DuckDB with VSS extension + HNSW cosine index. |
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- **Ticker similarity**: Scikit-learn `NearestNeighbors` with Euclidean distance over normalized features. |
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- **UI**: Python + Gradio Blocks. |
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- **Visualization**: Plotly for radar chart. |
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