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Will show data analysis derived from financial sheets, given a companies ticker.

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StockerAnalysis

Will show data analysis derived from financial sheets, given a companies ticker.

Features

This project allows you to:

  1. Analyse various financial metrics such as in Cashflow Statements, Income Statements and Balance Sheets for the last 4 years.

  2. Allows you to see what insider trading has occured for the last 2 years absolutely free.

  3. You can also also upload your yahoo finance portfolio and see visualised statistics about the distrubution of your stocks sectors are in.


1) Analyse Financial Statements


Balance Sheet Analysis:

Go to BalanceCheck.py for example code.

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The graphs will show you Asset-Liability Ratios, showing ratios such as current a/l and total a/l. Accounts for current assets and liabilities, all plotted for the four leading years.

It also outputs to console:

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Income Statement Analysis

Go to IncomeCheck.py for example code.

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The graphs will show you calculated Gross, Operating, Profit Margins for the last 4 years, an overview of expenses and revenues as well as macro values, such as total revenue, total operating expenses. So you can have a feel and overview of how well you the company is performing from a birds eye view.

It also outputs to console:

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Cash Flow Analysis

Go to cshflw_check.py for example code.

Cashflow statement check doesn't have any graphs or outputs yet, but does have various data accesible from its class, such as cashflow variables from operating, investing and financing activities.

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2) Insider Trading Analysis

Only requirement is that you must have Excel installed on your computer for this. Only works for US Companies

Go to main.py for example code. Get Insider Info on Netflix for the last 2 years.

from InsiderTradingStats import get_insider_stats

get_insider_stats("NLFX")

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3) Portfolio Analysis parsing and processing yf Portfolio CSV

Go to portfolioAnalysis.py for example code.

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Export CSV files from Yahoo finance, usually name qoutes.csv and add to root directory.

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300,000,000 >= Small Market Cap <= 2,000,000,000

2,000,000,000 >= Mid Market Cap <= 10,000,000,000

Large Market Cap > 10,000,000,000

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Will show data analysis derived from financial sheets, given a companies ticker.

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