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# stockAnalysis | ||
The stock analysis app was written in python using the yahooquery package to fetch stock data. The data is then displayed on the frontend using tkinter. | ||
The goal of this application is to perform ratio analysis as well as give a visual representation (in the form of bar charts) of [line items](https://pakaccountants.com/what-is-line-item/#:~:text=In%20financial%20statement%20line%20items,next%20line%20or%20different%20line.) on the financial statements. | ||
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# Stock Analysis 📈 | ||
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### This application is not a recommendation or endorsement of any particular investment or investment strategy. | ||
The **Stock Analysis** application is a Python-based tool that leverages the `yahooquery` package to fetch real-time stock data. The frontend is built using `Tkinter`, allowing users to analyze financial ratios and view visual representations of key financial statement line items through bar and trend charts. | ||
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DEMO | ||
--------------- | ||
When a user enters a stock symbol, multiple [finanical ratios](https://www.investopedia.com/financial-ratios-4689817) | ||
appear: | ||
![StockAnalysisHomePage](http://g.recordit.co/Ms9TtEM4I9.gif) | ||
### Purpose | ||
This application provides users with ratio analysis and visualize data from financial statements in a user-friendly manner. The ratios focused on in this application includes: PE, Return on Equity and Debt to equity ratios. Furthermore, the Profit margin, EPS are also displayed. | ||
The application helps you visualize the financial health of a company by displaying charts in the following areas: | ||
- Free Cash Flow (from the Cash Flow statement) | ||
- Cash to Earnings (from the Cash Flow statement) | ||
- Long Term Debt (from the Balance Sheet) | ||
- Net Income (from the Income Statement) | ||
- Total Revenue | ||
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Additionally, it provides a trend analysis comparing Cash from Operations and Net Income, supporting [cash-based earnings quality analysis](https://www.investopedia.com/terms/q/qualityofearnings.asp). | ||
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The data plotted into the bar graphs comes from: | ||
**Note:** This application does not constitute investment advice or recommendations for any particular stock or investment strategy. | ||
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* Free Cash Flow (From the Cash Flow statement) | ||
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* Long Term Debt (From the Balance sheet) | ||
## Demo | ||
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* Net income (From the Income statement) | ||
When a user enters a stock symbol, multiple [financial ratios](https://www.investopedia.com/financial-ratios-4689817) are displayed: | ||
![StockAnalysisHomePage](assets/home-page.png) | ||
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* There's a bar graph for a company's Total Revenue. | ||
The bar graphs show: | ||
- **Free Cash Flow** (from the Cash Flow statement) | ||
- **Cash to Earnings** (from the Cash Flow statement) | ||
- **Long Term Debt** (from the Balance Sheet) | ||
- **Net Income** (from the Income Statement) | ||
- **Total Revenue** | ||
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Each graph allows the user to toggle between quarterly and yearly views for better comparison. | ||
![Charts](assets/cash-flow.png) | ||
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There is a trend graph comparing the difference between Cash from Operations and Net Income. Basically performing [cash based earnings quality analysis](https://www.investopedia.com/terms/q/qualityofearnings.asp) on a stock | ||
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On each graph, you can choose either a quarterly or yearly view. | ||
![Charts](http://g.recordit.co/eu6GjJB1yV.gif) | ||
## Installation and Usage | ||
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### Prerequisites | ||
- Python 3.x | ||
- `pipenv` for package management | ||
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### Installation Steps | ||
1. Install `pipenv` if you don't already have it: | ||
```bash | ||
pip install pipenv | ||
``` | ||
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2. Install the required dependencies: | ||
```bash | ||
pipenv sync | ||
``` | ||
If you're in a development environment, use: | ||
```bash | ||
pipenv sync --dev | ||
``` | ||
To run: | ||
3. Run the application: | ||
```bash | ||
python userInterface.py | ||
``` | ||
* [Install pipenv](https://pypi.org/project/pipenv/) | ||
### Optional | ||
If `Tkinter` is not installed on your machine, you can install it by running: | ||
```bash | ||
sudo apt-get install python3-tk | ||
``` | ||
* use `pipenv sync` or `pipenv sync --dev` to install the packages in the pipfile. | ||
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* Finally, run the code via terminal: `python userInterface.py` | ||
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__In the off chance that tkinter isn’t install:__ `sudo apt-get install python3-tk` | ||
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