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# insider_trading_app.py
import streamlit as st
import requests
import pandas as pd
import plotly.graph_objects as go
import plotly.express as px
import os
# ----------------------------
# Configuration
# ----------------------------
API_KEY = os.getenv("FMP_API_KEY")
API_ENDPOINT_INSIDER_TRADING = "https://financialmodelingprep.com/api/v4/insider-trading"
API_ENDPOINT_TRADE_STATISTICS = "https://financialmodelingprep.com/api/v4/insider-roster-statistic" # Corrected endpoint
TOTAL_PAGES_LIVE_FEED = 25 # Fixed number of pages to fetch
DEFAULT_TOP_N = 5 # Default number of top traded securities to display
# ----------------------------
# Page Configuration
# ----------------------------
st.set_page_config(
page_title="Insider Trading Analysis",
layout="wide",
initial_sidebar_state="expanded",
)
# Initialize session state for both pages
if 'ticker_insider_trades' not in st.session_state:
st.session_state['ticker_insider_trades'] = {}
if 'insider_trades_live_feed' not in st.session_state:
st.session_state['insider_trades_live_feed'] = {}
# Sidebar for page navigation and inputs
st.sidebar.title("Input Parameters")
with st.sidebar.expander("Pages", expanded=True):
page = st.radio("Select Page", ["Ticker Insider Trades", "Insider Trades Live Feed"])
# ----------------------------
# Helper Functions
# ----------------------------
def get_insider_trading_data(symbol):
base_url = "https://financialmodelingprep.com/api/v4"
# Get the latest transactions table
transactions_endpoint = f"{base_url}/insider-trading"
transactions_params = {"symbol": symbol, "page": 0, "apikey": API_KEY}
transactions_response = requests.get(transactions_endpoint, params=transactions_params)
transactions_data = transactions_response.json()
# Convert transactions data to a DataFrame
transactions_df = pd.DataFrame(transactions_data)
# Get the trade statistics over time
statistics_endpoint = f"{base_url}/insider-roaster-statistic"
statistics_params = {"symbol": symbol, "apikey": API_KEY}
statistics_response = requests.get(statistics_endpoint, params=statistics_params)
statistics_data = statistics_response.json()
# Convert statistics data to a DataFrame
statistics_df = pd.DataFrame(statistics_data)
return transactions_df, statistics_df
def fetch_insider_trading_live_feed():
all_data = []
print(f"Starting to fetch live feed data from {TOTAL_PAGES_LIVE_FEED} pages.")
for page_num in range(1, TOTAL_PAGES_LIVE_FEED + 1):
params = {
'apikey': API_KEY,
'page': page_num
}
try:
response = requests.get(API_ENDPOINT_INSIDER_TRADING, params=params)
print(f"Fetching page {page_num}: Status Code {response.status_code}")
response.raise_for_status()
data = response.json()
print(f"Page {page_num} returned {len(data)} records.")
if not data:
print(f"No data returned for page {page_num}. Stopping pagination.")
break # Stop if no more data
all_data.extend(data)
except requests.exceptions.RequestException as e:
print(f"Error fetching page {page_num}: {e}")
continue # Skip to next page on error
if not all_data:
raise ValueError("No data fetched from the API.")
print(f"Total records fetched: {len(all_data)}")
return pd.DataFrame(all_data)
def create_monthly_transactions_chart(transactions_df):
transactions_df['transactionDate'] = pd.to_datetime(transactions_df['transactionDate'])
transactions_df['transactionMonth'] = transactions_df['transactionDate'].dt.to_period('M').dt.to_timestamp()
agg_data = transactions_df.groupby(['transactionMonth', 'acquistionOrDisposition']).agg({
'transactionDate': 'count', # Count of transactions
'securitiesTransacted': 'sum' # Sum of securities transacted
}).reset_index()
d_data = agg_data[agg_data['acquistionOrDisposition'] == 'D']
a_data = agg_data[agg_data['acquistionOrDisposition'] == 'A']
fig = go.Figure()
# Add line traces for count of transactions over time
fig.add_trace(go.Scatter(
x=d_data['transactionMonth'],
y=d_data['transactionDate'],
mode='lines+markers+text',
name='Disposition Transactions (Count)',
line=dict(color='red'),
text=d_data['transactionDate'],
textposition='top center'
))
fig.add_trace(go.Scatter(
x=a_data['transactionMonth'],
y=a_data['transactionDate'],
mode='lines+markers+text',
name='Acquisition Transactions (Count)',
line=dict(color='green'),
text=a_data['transactionDate'],
textposition='top center'
))
# Add bar traces for securities transacted
fig.add_trace(go.Bar(
x=d_data['transactionMonth'],
y=d_data['securitiesTransacted'],
name='Disposition Securities (Volume)',
marker_color='red',
yaxis='y2',
text=d_data['securitiesTransacted'],
textposition='auto'
))
fig.add_trace(go.Bar(
x=a_data['transactionMonth'],
y=a_data['securitiesTransacted'],
name='Acquisition Securities (Volume)',
marker_color='green',
yaxis='y2',
text=a_data['securitiesTransacted'],
textposition='auto'
))
# Update layout for dual y-axes
fig.update_layout(
title='Insider Trading Activity: Monthly Transactions and Securities Transacted (Count vs Volume)',
xaxis_title='Transaction Month',
yaxis=dict(title='Number of Transactions (Count)'),
yaxis2=dict(title='Securities Transacted (Volume)', overlaying='y', side='right'),
barmode='group',
legend_title='Legend',
template='plotly_white',
font=dict(size=12),
title_font=dict(size=16),
hovermode='x unified'
)
return fig
def create_trade_statistics_over_time_chart(trade_statistics_df):
trade_statistics_df['time'] = trade_statistics_df['year'].astype(str) + ' Q' + trade_statistics_df['quarter'].astype(str)
trade_statistics_df['datetime'] = pd.to_datetime(trade_statistics_df['year'].astype(str) + '-Q' + trade_statistics_df['quarter'].astype(str))
trade_statistics_df = trade_statistics_df.sort_values(by='datetime')
fig1 = go.Figure()
fig1.add_trace(go.Scatter(
x=trade_statistics_df['time'],
y=trade_statistics_df['purchases'],
mode='lines+markers',
name='Purchases',
line=dict(color='blue')
))
fig1.add_trace(go.Scatter(
x=trade_statistics_df['time'],
y=trade_statistics_df['sales'],
mode='lines+markers',
name='Sales',
line=dict(color='orange')
))
fig1.add_trace(go.Scatter(
x=trade_statistics_df['time'],
y=trade_statistics_df['buySellRatio'],
mode='lines+markers',
name='Buy/Sell Ratio',
line=dict(color='purple'),
yaxis='y2'
))
# Update layout for dual y-axes
fig1.update_layout(
title='Trade Statistics: Purchases, Sales, and Buy/Sell Ratio Over Time',
xaxis=dict(title='Time (Year and Quarter)', tickmode='linear'),
yaxis=dict(title='Count (Purchases/Sales)'),
yaxis2=dict(title='Buy/Sell Ratio', overlaying='y', side='right'),
legend_title='Legend',
template='plotly_white',
font=dict(size=12),
title_font=dict(size=16),
hovermode='x unified'
)
return fig1
def create_total_avg_bought_sold_chart(trade_statistics_df):
trade_statistics_df = trade_statistics_df.sort_values(by=['year', 'quarter'], ascending=True)
trade_statistics_df['avgBuySellRatio'] = trade_statistics_df['averageBought'] / trade_statistics_df['averageSold']
fig2 = go.Figure()
fig2.add_trace(go.Bar(
x=trade_statistics_df['time'],
y=trade_statistics_df['totalBought'],
name='Total Bought',
marker_color='green'
))
fig2.add_trace(go.Bar(
x=trade_statistics_df['time'],
y=trade_statistics_df['totalSold'],
name='Total Sold',
marker_color='red'
))
fig2.add_trace(go.Scatter(
x=trade_statistics_df['time'],
y=trade_statistics_df['averageBought'],
mode='lines+markers',
name='Average Bought',
line=dict(color='blue')
))
fig2.add_trace(go.Scatter(
x=trade_statistics_df['time'],
y=trade_statistics_df['averageSold'],
mode='lines+markers',
name='Average Sold',
line=dict(color='orange')
))
fig2.add_trace(go.Scatter(
x=trade_statistics_df['time'],
y=trade_statistics_df['avgBuySellRatio'],
mode='lines+markers',
name='Average Buy/Sell Ratio',
line=dict(color='purple'),
yaxis='y2'
))
# Update layout for dual y-axes
fig2.update_layout(
title='Trade Statistics: Total and Average Bought/Sold with Average Buy/Sell Ratio Over Time',
xaxis=dict(title='Time (Year and Quarter)', tickmode='linear'),
yaxis=dict(title='Values (Total/Average Bought/Sold)'),
yaxis2=dict(title='Average Buy/Sell Ratio', overlaying='y', side='right'),
barmode='group',
legend_title='Legend',
template='plotly_white',
font=dict(size=12),
title_font=dict(size=16),
hovermode='x unified'
)
return fig2
def create_daily_counts_chart(df):
df['filingDate'] = pd.to_datetime(df['filingDate']).dt.date
aggregation = df.groupby(['filingDate', 'acquistionOrDisposition']).size().unstack(fill_value=0).reset_index()
aggregation = aggregation.rename(columns={
'A': 'Acquisition',
'D': 'Disposition'
})
for col in ['Acquisition', 'Disposition']:
if col not in aggregation.columns:
aggregation[col] = 0
min_date = aggregation['filingDate'].min()
max_date = aggregation['filingDate'].max()
all_dates = pd.DataFrame({'filingDate': pd.date_range(start=min_date, end=max_date)})
all_dates['filingDate'] = pd.to_datetime(all_dates['filingDate']).dt.date
daily_counts = all_dates.merge(aggregation, on='filingDate', how='left').fillna(0)
daily_counts[['Acquisition', 'Disposition']] = daily_counts[['Acquisition', 'Disposition']].astype(int)
fig_daily = px.bar(
daily_counts,
x='filingDate',
y=['Acquisition', 'Disposition'],
title='Daily Counts of Acquisitions (A) and Dispositions (D)',
labels={'filingDate': 'Filing Date', 'value': 'Count'},
barmode='group',
color_discrete_sequence=['#1f77b4', '#ff7f0e']
)
fig_daily.update_traces(
texttemplate='%{y}',
textposition='outside'
)
fig_daily.update_layout(
xaxis_title='Filing Date',
yaxis_title='Count',
uniformtext_minsize=8,
uniformtext_mode='hide',
legend=dict(
orientation="h",
yanchor="bottom",
y=1.02,
xanchor="right",
x=1
),
margin=dict(t=50, b=50),
template='plotly_white',
font=dict(size=12),
title_font=dict(size=16),
hovermode='x unified'
)
return fig_daily
def create_top_bought_chart(df, top_n):
security_stats = df.groupby(['symbol', 'acquistionOrDisposition']).agg(
Transaction_Count=('acquistionOrDisposition', 'size'),
Total_Securities=('securitiesTransacted', 'sum')
).unstack(fill_value=0).reset_index()
security_stats.columns = ['symbol'] + [f"{stat}_{action}" for stat, action in security_stats.columns if stat != 'symbol']
required_columns = ['Transaction_Count_A', 'Transaction_Count_D', 'Total_Securities_A', 'Total_Securities_D']
for col in required_columns:
if col not in security_stats.columns:
security_stats[col] = 0
security_stats = security_stats.rename(columns={
'Transaction_Count_A': 'Acquisition',
'Transaction_Count_D': 'Disposition',
'Total_Securities_A': 'Total_Securities_Bought',
'Total_Securities_D': 'Total_Securities_Sold'
})
top_bought = (
security_stats[security_stats['Acquisition'] > 0]
.sort_values(by='Acquisition', ascending=False)
.head(top_n)
.reset_index(drop=True)
)
top_bought['Total_Sold'] = top_bought['Disposition']
fig_top_bought = go.Figure()
fig_top_bought.add_trace(
go.Bar(
x=top_bought['symbol'],
y=top_bought['Acquisition'],
name='Acquisition',
marker_color='#1f77b4',
text=top_bought['Acquisition'],
textposition='outside'
)
)
fig_top_bought.add_trace(
go.Bar(
x=top_bought['symbol'],
y=top_bought['Total_Sold'],
name='Total Sold',
marker_color='#aec7e8',
text=top_bought['Total_Sold'],
textposition='outside'
)
)
fig_top_bought.add_trace(
go.Scatter(
x=top_bought['symbol'],
y=top_bought['Total_Securities_Bought'],
name='Total Securities Bought',
mode='lines+markers+text',
yaxis='y2',
marker=dict(color='green'),
text=top_bought['Total_Securities_Bought'],
textposition='top center',
textfont=dict(color='green')
)
)
fig_top_bought.update_layout(
title=f'Top {top_n} Most Frequently Bought Securities',
xaxis=dict(title='Symbol'),
yaxis=dict(
title='Transaction Count',
titlefont=dict(color='#1f77b4'),
tickfont=dict(color='#1f77b4')
),
yaxis2=dict(
title='Total Securities Bought',
titlefont=dict(color='green'),
tickfont=dict(color='green'),
overlaying='y',
side='right'
),
legend=dict(
x=1.05,
y=1,
traceorder='normal',
bgcolor='rgba(255,255,255,0)',
bordercolor='rgba(255,255,255,0)'
),
barmode='group',
uniformtext_minsize=8,
uniformtext_mode='hide',
margin=dict(l=50, r=150, t=50, b=50),
template='plotly_white',
font=dict(size=12),
title_font=dict(size=16),
hovermode='x unified'
)
fig_top_bought.update_traces(
selector=dict(name='Total Securities Bought'),
texttemplate='%{y}',
textposition='top center'
)
return fig_top_bought
def create_top_sold_chart(df, top_n):
security_stats = df.groupby(['symbol', 'acquistionOrDisposition']).agg(
Transaction_Count=('acquistionOrDisposition', 'size'),
Total_Securities=('securitiesTransacted', 'sum')
).unstack(fill_value=0).reset_index()
security_stats.columns = ['symbol'] + [f"{stat}_{action}" for stat, action in security_stats.columns if stat != 'symbol']
required_columns = ['Transaction_Count_A', 'Transaction_Count_D', 'Total_Securities_A', 'Total_Securities_D']
for col in required_columns:
if col not in security_stats.columns:
security_stats[col] = 0
security_stats = security_stats.rename(columns={
'Transaction_Count_A': 'Acquisition',
'Transaction_Count_D': 'Disposition',
'Total_Securities_A': 'Total_Securities_Bought',
'Total_Securities_D': 'Total_Securities_Sold'
})
top_sold = (
security_stats[security_stats['Disposition'] > 0]
.sort_values(by='Disposition', ascending=False)
.head(top_n)
.reset_index(drop=True)
)
top_sold['Total_Bought'] = top_sold['Acquisition']
fig_top_sold = go.Figure()
fig_top_sold.add_trace(
go.Bar(
x=top_sold['symbol'],
y=top_sold['Disposition'],
name='Disposition',
marker_color='#ff7f0e',
text=top_sold['Disposition'],
textposition='outside'
)
)
fig_top_sold.add_trace(
go.Bar(
x=top_sold['symbol'],
y=top_sold['Total_Bought'],
name='Total Bought',
marker_color='#ffbb78',
text=top_sold['Total_Bought'],
textposition='outside'
)
)
fig_top_sold.add_trace(
go.Scatter(
x=top_sold['symbol'],
y=top_sold['Total_Securities_Sold'],
name='Total Securities Sold',
mode='lines+markers+text',
yaxis='y2',
marker=dict(color='purple'),
text=top_sold['Total_Securities_Sold'],
textposition='top center',
textfont=dict(color='purple')
)
)
fig_top_sold.update_layout(
title=f'Top {top_n} Most Frequently Sold Securities',
xaxis=dict(title='Symbol'),
yaxis=dict(
title='Transaction Count',
titlefont=dict(color='#ff7f0e'),
tickfont=dict(color='#ff7f0e')
),
yaxis2=dict(
title='Total Securities Sold',
titlefont=dict(color='purple'),
tickfont=dict(color='purple'),
overlaying='y',
side='right'
),
legend=dict(
x=1.05,
y=1,
traceorder='normal',
bgcolor='rgba(255,255,255,0)',
bordercolor='rgba(255,255,255,0)'
),
barmode='group',
uniformtext_minsize=8,
uniformtext_mode='hide',
margin=dict(l=50, r=150, t=50, b=50),
template='plotly_white',
font=dict(size=12),
title_font=dict(size=16),
hovermode='x unified'
)
fig_top_sold.update_traces(
selector=dict(name='Total Securities Sold'),
texttemplate='%{y}',
textposition='top center'
)
return fig_top_sold
# ----------------------------
# Page 1: Ticker Insider Trades
# ----------------------------
def ticker_insider_trades_page():
st.title("Insider Trades by Company")
st.markdown("""
Analyze insider trading activities for a specific stock ticker.
View the latest insider transactions, trade statistics over time, and detailed data tables.
""")
# Inputs in the sidebar
with st.sidebar.expander("Parameters", expanded=True):
symbol = st.text_input(
"Enter Stock Ticker Symbol",
value=st.session_state['ticker_insider_trades'].get('symbol', 'AAPL'),
help="Enter the stock ticker symbol (e.g., AAPL for Apple Inc.).").upper()
if st.sidebar.button("Fetch Data"):
with st.spinner(f"Fetching insider trading data for {symbol}..."):
try:
latest_transactions, trade_statistics = get_insider_trading_data(symbol)
# Save to session state
st.session_state['ticker_insider_trades']['symbol'] = symbol
st.session_state['ticker_insider_trades']['latest_transactions'] = latest_transactions
st.session_state['ticker_insider_trades']['trade_statistics'] = trade_statistics
st.success(f"Data for {symbol} fetched successfully!")
#st.success("Data fetched successfully!")
except Exception as e:
st.error(f"Error fetching data: {e}")
# Check if data is available
if 'latest_transactions' in st.session_state['ticker_insider_trades']:
symbol = st.session_state['ticker_insider_trades']['symbol']
latest_transactions = st.session_state['ticker_insider_trades']['latest_transactions']
trade_statistics = st.session_state['ticker_insider_trades']['trade_statistics']
# Display Charts
#st.subheader("Insider Trading Activity Insights")
# Chart 1: Monthly Transactions and Securities Transacted
st.markdown(f"### Monthly Transactions and Securities Transacted for {symbol}")
st.markdown("""
This chart visualizes the number of acquisition and disposition transactions each month, alongside the total volume of securities transacted.
- **Lines** represent the count of transactions.
- **Bars** represent the volume of securities transacted.
This dual-axis chart helps in understanding both the frequency and the magnitude of insider trades over time.
""")
st.plotly_chart(create_monthly_transactions_chart(latest_transactions), use_container_width=True)
# Chart 2: Trade Statistics Over Time
st.markdown(f"### Trade Statistics Over Time for {symbol}")
st.markdown("""
This chart displays the trends in purchases, sales, and the buy/sell ratio over different quarters.
- **Purchases and Sales**: Represent the count of buy and sell transactions.
- **Buy/Sell Ratio**: Indicates the balance between buying and selling activities.
""")
st.plotly_chart(create_trade_statistics_over_time_chart(trade_statistics), use_container_width=True)
# Chart 3: Total and Average Bought/Sold
st.markdown(f"### Average Bought/Sold and Buy/Sell Ratio for {symbol}")
st.markdown("""
This chart combines total and average amounts of securities bought and sold, along with the average buy/sell ratio.
- **Bars** show the total bought and sold.
- **Lines** indicate the average bought and sold per transaction.
- **Secondary Y-axis** displays the average buy/sell ratio.
""")
st.plotly_chart(create_total_avg_bought_sold_chart(trade_statistics), use_container_width=True)
# Display DataFrames
st.subheader(f"Latest Transactional Data for {symbol}")
st.markdown("""
Below is the detailed table of the most recent insider transactions for the selected ticker.
It includes information such as the date of transaction, type (acquisition or disposition), and the number of securities transacted.
""")
st.dataframe(latest_transactions, use_container_width=True)
st.subheader(f"Trade Statistics Data for {symbol}")
st.markdown("""
This table presents aggregated trade statistics over time, including total purchases, sales, and the buy/sell ratio for each quarter.
""")
st.dataframe(trade_statistics, use_container_width=True)
# ----------------------------
# Page 2: Insider Trades Live Feed
# ----------------------------
def insider_trades_live_feed_page():
st.title("Insider Trades Live Feed")
st.markdown("""
Monitor real-time insider trading activities across various securities.
Visualize daily counts, and identify top traded securities.
""")
with st.sidebar.expander("Parameters", expanded=True):
# Inputs in the sidebar
top_n = st.number_input(
"Top N Securities",
min_value=1,
max_value=20,
value=st.session_state['insider_trades_live_feed'].get('top_n', DEFAULT_TOP_N),
help="Specify the number of top traded securities to display."
)
if st.sidebar.button("Fetch Live Feed"):
with st.spinner("Fetching live insider trading data..."):
try:
df = fetch_insider_trading_live_feed()
# Save to session state
st.session_state['insider_trades_live_feed']['top_n'] = top_n
st.session_state['insider_trades_live_feed']['df'] = df
st.success("Live feed data fetched successfully!")
except Exception as e:
st.error(f"Error fetching live feed data: {e}")
# Check if data is available
if 'df' in st.session_state['insider_trades_live_feed']:
df = st.session_state['insider_trades_live_feed']['df']
top_n = st.session_state['insider_trades_live_feed']['top_n']
# Display Charts
#st.subheader("Live Insider Trading Activity Charts")
# Chart 1: Daily Counts of Acquisitions and Dispositions
st.markdown("""
### Daily Counts of Acquisitions and Dispositions
This chart displays the daily number of acquisition (A) and disposition (D) transactions across all tracked securities.
- **Bars** represent the count of acquisitions and dispositions each day.
""")
st.plotly_chart(create_daily_counts_chart(df), use_container_width=True)
# Chart 2: Top N Most Frequently Bought Securities
st.markdown(f"""
### Top {top_n} Most Frequently Bought Securities
This chart highlights the top {top_n} securities with the highest number of acquisition transactions.
- **Bars** represent the count of acquisitions.
- **Secondary Line** shows the total volume of securities bought.
""")
st.plotly_chart(create_top_bought_chart(df, top_n), use_container_width=True)
# Chart 3: Top N Most Frequently Sold Securities
st.markdown(f"""
### Top {top_n} Most Frequently Sold Securities
This chart highlights the top {top_n} securities with the highest number of disposition transactions.
- **Bars** represent the count of dispositions.
- **Secondary Line** shows the total volume of securities sold.
""")
st.plotly_chart(create_top_sold_chart(df, top_n), use_container_width=True)
# Display DataFrames
st.subheader("Complete Insider Trades Data")
st.markdown("""
Below is the comprehensive table of all fetched insider trading activities.
It includes details such as the filing date, transaction type (A for acquisition, D for disposition), and the number of securities transacted.
""")
st.dataframe(df, use_container_width=True)
# ----------------------------
# Display the Selected Page
# ----------------------------
if page == "Ticker Insider Trades":
ticker_insider_trades_page()
elif page == "Insider Trades Live Feed":
insider_trades_live_feed_page()
hide_streamlit_style = """
<style>
#MainMenu {visibility: hidden;}
footer {visibility: hidden;}
</style>
"""
st.markdown(hide_streamlit_style, unsafe_allow_html=True)