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Values the top holdings of ETFs to assess if it is overall overvalued or undervalued at the current price.

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ETFHoldingsDecomp

Values the top holdings of ETFs to assess if it is overall overvalued or undervalued at the current price.

DEMO: HERE

Running Locally

uv run main.py

Todo

  • We are currently using Benjamin Graham's formula to value the holdings, but I don't believe this is suitable in the current Market. A better solution would be to use a discount cash flow model to value the stocks. Just need to find out where to pull this data from.
  • Streamlit live dashboard

License

MIT License

Copyright (c) 2024 Greg James

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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Values the top holdings of ETFs to assess if it is overall overvalued or undervalued at the current price.

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