feat(Core): update DTOs and shared models
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@@ -0,0 +1,281 @@
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using System;
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using System.Collections.Generic;
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using System.Text.Json.Serialization;
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namespace FinlyticCore.Dtos.Fundamentals;
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/// <summary>
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/// Data transfer object representing the complete fundamental analysis dataset of an asset.
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/// </summary>
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public record AssetFundamentalsDto
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{
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[JsonPropertyName("isin")]
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public string Isin { get; init; } = string.Empty;
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[JsonPropertyName("primaryTicker")]
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public string PrimaryTicker { get; init; } = string.Empty;
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[JsonPropertyName("ticker")]
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public string Ticker { get; init; } = string.Empty;
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[JsonPropertyName("companyName")]
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public string CompanyName { get; init; } = string.Empty;
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[JsonPropertyName("exchange")]
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public string? Exchange { get; init; }
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[JsonPropertyName("tradingCurrency")]
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public string? TradingCurrency { get; init; }
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[JsonPropertyName("businessSummary")]
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public string? BusinessSummary { get; init; }
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[JsonPropertyName("sector")]
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public string? Sector { get; init; }
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[JsonPropertyName("industry")]
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public string? Industry { get; init; }
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[JsonPropertyName("country")]
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public string? Country { get; init; }
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[JsonPropertyName("employees")]
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public int? Employees { get; init; }
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// Valuation Metrics (derived from Primary Ticker)
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[JsonPropertyName("currentPrice")]
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public decimal CurrentPrice { get; init; }
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[JsonPropertyName("dayChangeAbsolute")]
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public decimal DayChangeAbsolute { get; init; }
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[JsonPropertyName("dayChangePercent")]
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public decimal DayChangePercent { get; init; }
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[JsonPropertyName("fiftyTwoWeekHigh")]
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public decimal FiftyTwoWeekHigh { get; init; }
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[JsonPropertyName("fiftyTwoWeekLow")]
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public decimal FiftyTwoWeekLow { get; init; }
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[JsonPropertyName("marketCapitalization")]
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public decimal MarketCapitalization { get; init; }
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[JsonPropertyName("enterpriseValue")]
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public decimal EnterpriseValue { get; init; }
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[JsonPropertyName("peRatioTrailing")]
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public decimal? PeRatioTrailing { get; init; }
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[JsonPropertyName("peRatioForward")]
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public decimal? PeRatioForward { get; init; }
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[JsonPropertyName("pegRatio")]
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public decimal? PegRatio { get; init; }
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[JsonPropertyName("pbRatio")]
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public decimal? PbRatio { get; init; }
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[JsonPropertyName("psRatio")]
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public decimal? PsRatio { get; init; }
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[JsonPropertyName("evToEbitda")]
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public decimal? EvToEbitda { get; init; }
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[JsonPropertyName("evToRevenue")]
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public decimal? EvToRevenue { get; init; }
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// Financial Health & Leverage
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[JsonPropertyName("grossMargin")]
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public decimal? GrossMargin { get; init; }
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[JsonPropertyName("operatingMargin")]
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public decimal? OperatingMargin { get; init; }
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[JsonPropertyName("netProfitMargin")]
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public decimal? NetProfitMargin { get; init; }
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[JsonPropertyName("returnOnEquity")]
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public decimal? ReturnOnEquity { get; init; }
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[JsonPropertyName("returnOnAssets")]
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public decimal? ReturnOnAssets { get; init; }
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[JsonPropertyName("returnOnInvestedCapital")]
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public decimal? ReturnOnInvestedCapital { get; init; }
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[JsonPropertyName("debtToEquity")]
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public decimal? DebtToEquity { get; init; }
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[JsonPropertyName("currentRatio")]
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public decimal? CurrentRatio { get; init; }
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[JsonPropertyName("quickRatio")]
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public decimal? QuickRatio { get; init; }
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[JsonPropertyName("interestCoverage")]
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public decimal? InterestCoverage { get; init; }
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// Dividends & Ownership
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[JsonPropertyName("dividendYield")]
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public decimal? DividendYield { get; init; }
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[JsonPropertyName("payoutRatio")]
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public decimal? PayoutRatio { get; init; }
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[JsonPropertyName("exDividendDate")]
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public DateTime? ExDividendDate { get; init; }
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[JsonPropertyName("nextEarningsDate")]
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public DateTime? NextEarningsDate { get; init; }
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[JsonPropertyName("percentHeldByInstitutions")]
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public decimal? PercentHeldByInstitutions { get; init; }
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[JsonPropertyName("percentHeldByInsiders")]
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public decimal? PercentHeldByInsiders { get; init; }
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[JsonPropertyName("shortRatio")]
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public decimal? ShortRatio { get; init; }
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[JsonPropertyName("shortPercentOfFloat")]
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public decimal? ShortPercentOfFloat { get; init; }
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// Forecasts
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[JsonPropertyName("consensusRating")]
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public string? ConsensusRating { get; init; }
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[JsonPropertyName("priceTargetLow")]
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public decimal? PriceTargetLow { get; init; }
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[JsonPropertyName("priceTargetHigh")]
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public decimal? PriceTargetHigh { get; init; }
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[JsonPropertyName("priceTargetMedian")]
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public decimal? PriceTargetMedian { get; init; }
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[JsonPropertyName("priceTargetMean")]
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public decimal? PriceTargetMean { get; init; }
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// Timestamps
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[JsonPropertyName("lastUpdatedAt")]
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public DateTime LastUpdatedAt { get; init; }
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// Relational Collections
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[JsonPropertyName("executives")]
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public List<CompanyExecutiveDto> Executives { get; init; } = [];
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[JsonPropertyName("financialStatements")]
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public List<FinancialStatementDto> FinancialStatements { get; init; } = [];
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[JsonPropertyName("estimates")]
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public List<ForwardEstimateDto> Estimates { get; init; } = [];
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[JsonPropertyName("availableTickers")]
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public List<TickerDto> AvailableTickers { get; init; } = [];
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}
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public record CompanyExecutiveDto
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{
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[JsonPropertyName("name")]
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public string Name { get; init; } = string.Empty;
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[JsonPropertyName("title")]
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public string Title { get; init; } = string.Empty;
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[JsonPropertyName("age")]
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public int? Age { get; init; }
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[JsonPropertyName("compensation")]
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public decimal? Compensation { get; init; }
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}
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public record FinancialStatementDto
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{
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[JsonPropertyName("periodType")]
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public string PeriodType { get; init; } = string.Empty; // "Annual" or "Quarterly"
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[JsonPropertyName("endDate")]
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public DateTime EndDate { get; init; }
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// Income Statement
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[JsonPropertyName("totalRevenue")]
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public decimal? TotalRevenue { get; init; }
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[JsonPropertyName("costOfRevenue")]
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public decimal? CostOfRevenue { get; init; }
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[JsonPropertyName("grossProfit")]
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public decimal? GrossProfit { get; init; }
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[JsonPropertyName("operatingExpenses")]
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public decimal? OperatingExpenses { get; init; }
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[JsonPropertyName("operatingIncome")]
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public decimal? OperatingIncome { get; init; }
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[JsonPropertyName("ebitda")]
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public decimal? Ebitda { get; init; }
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[JsonPropertyName("netIncome")]
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public decimal? NetIncome { get; init; }
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[JsonPropertyName("epsBasic")]
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public decimal? EpsBasic { get; init; }
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[JsonPropertyName("epsDiluted")]
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public decimal? EpsDiluted { get; init; }
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// Balance Sheet
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[JsonPropertyName("cashAndCashEquivalents")]
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public decimal? CashAndCashEquivalents { get; init; }
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[JsonPropertyName("accountsReceivable")]
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public decimal? AccountsReceivable { get; init; }
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[JsonPropertyName("inventory")]
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public decimal? Inventory { get; init; }
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[JsonPropertyName("totalCurrentAssets")]
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public decimal? TotalCurrentAssets { get; init; }
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[JsonPropertyName("totalNonCurrentAssets")]
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public decimal? TotalNonCurrentAssets { get; init; }
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[JsonPropertyName("currentLiabilities")]
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public decimal? CurrentLiabilities { get; init; }
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[JsonPropertyName("longTermDebt")]
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public decimal? LongTermDebt { get; init; }
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[JsonPropertyName("totalLiabilities")]
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public decimal? TotalLiabilities { get; init; }
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[JsonPropertyName("totalStockholdersEquity")]
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public decimal? TotalStockholdersEquity { get; init; }
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// Cash Flow Statement
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[JsonPropertyName("operatingCashFlow")]
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public decimal? OperatingCashFlow { get; init; }
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[JsonPropertyName("investingCashFlow")]
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public decimal? InvestingCashFlow { get; init; }
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[JsonPropertyName("capitalExpenditures")]
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public decimal? CapitalExpenditures { get; init; }
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[JsonPropertyName("financingCashFlow")]
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public decimal? FinancingCashFlow { get; init; }
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[JsonPropertyName("freeCashFlow")]
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public decimal? FreeCashFlow { get; init; } // OperatingCashFlow - CapEx
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}
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public record ForwardEstimateDto
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{
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[JsonPropertyName("period")]
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public string Period { get; init; } = string.Empty; // "CurrentQuarter", "NextQuarter", "CurrentYear", "NextYear"
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[JsonPropertyName("expectedRevenue")]
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public decimal? ExpectedRevenue { get; init; }
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[JsonPropertyName("expectedEps")]
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public decimal? ExpectedEps { get; init; }
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[JsonPropertyName("expectedGrowthRate")]
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public decimal? ExpectedGrowthRate { get; init; }
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}
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public record TickerDto
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{
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[JsonPropertyName("ticker")]
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public string Ticker { get; init; } = string.Empty;
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[JsonPropertyName("exchange")]
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public string? Exchange { get; init; }
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[JsonPropertyName("tradingCurrency")]
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public string? TradingCurrency { get; init; }
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[JsonPropertyName("currentPrice")]
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public decimal CurrentPrice { get; init; }
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[JsonPropertyName("dayChangeAbsolute")]
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public decimal DayChangeAbsolute { get; init; }
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[JsonPropertyName("dayChangePercent")]
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public decimal DayChangePercent { get; init; }
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[JsonPropertyName("fiftyTwoWeekHigh")]
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public decimal FiftyTwoWeekHigh { get; init; }
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[JsonPropertyName("fiftyTwoWeekLow")]
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public decimal FiftyTwoWeekLow { get; init; }
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[JsonPropertyName("marketCapitalization")]
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public decimal MarketCapitalization { get; init; }
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[JsonPropertyName("enterpriseValue")]
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public decimal EnterpriseValue { get; init; }
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[JsonPropertyName("peRatioTrailing")]
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public decimal? PeRatioTrailing { get; init; }
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[JsonPropertyName("peRatioForward")]
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public decimal? PeRatioForward { get; init; }
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[JsonPropertyName("pegRatio")]
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public decimal? PegRatio { get; init; }
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[JsonPropertyName("pbRatio")]
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public decimal? PbRatio { get; init; }
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[JsonPropertyName("psRatio")]
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public decimal? PsRatio { get; init; }
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[JsonPropertyName("evToEbitda")]
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public decimal? EvToEbitda { get; init; }
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[JsonPropertyName("evToRevenue")]
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public decimal? EvToRevenue { get; init; }
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[JsonPropertyName("grossMargin")]
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public decimal? GrossMargin { get; init; }
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[JsonPropertyName("operatingMargin")]
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public decimal? OperatingMargin { get; init; }
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[JsonPropertyName("netProfitMargin")]
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public decimal? NetProfitMargin { get; init; }
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[JsonPropertyName("returnOnEquity")]
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public decimal? ReturnOnEquity { get; init; }
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[JsonPropertyName("returnOnAssets")]
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public decimal? ReturnOnAssets { get; init; }
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[JsonPropertyName("returnOnInvestedCapital")]
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public decimal? ReturnOnInvestedCapital { get; init; }
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[JsonPropertyName("debtToEquity")]
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public decimal? DebtToEquity { get; init; }
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[JsonPropertyName("currentRatio")]
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public decimal? CurrentRatio { get; init; }
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[JsonPropertyName("quickRatio")]
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public decimal? QuickRatio { get; init; }
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[JsonPropertyName("interestCoverage")]
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public decimal? InterestCoverage { get; init; }
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[JsonPropertyName("dividendYield")]
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public decimal? DividendYield { get; init; }
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[JsonPropertyName("payoutRatio")]
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public decimal? PayoutRatio { get; init; }
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[JsonPropertyName("exDividendDate")]
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public DateTime? ExDividendDate { get; init; }
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}
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@@ -0,0 +1,25 @@
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using System;
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using System.Text.Json.Serialization;
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namespace FinlyticCore.Dtos.Fundamentals;
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/// <summary>
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/// DTO representing a scheduled corporate event (e.g. Earnings, Ex-Dividend, Dividend Payout).
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/// </summary>
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public record CorporateEventDto
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{
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[JsonPropertyName("isin")]
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public string Isin { get; init; } = string.Empty;
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[JsonPropertyName("ticker")]
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public string Ticker { get; init; } = string.Empty;
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[JsonPropertyName("companyName")]
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public string CompanyName { get; init; } = string.Empty;
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[JsonPropertyName("eventType")]
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public string EventType { get; init; } = string.Empty; // "Quartalsergebnis", "Ex-Dividendentag", "Dividenden-Zahltag"
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[JsonPropertyName("date")]
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public DateTime Date { get; init; }
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}
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