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Adds Stocks/DD Guide (#2001)

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* Adds Stocks/DD Guide

* Demo routine for the Stocks/DD menu

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
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Danglewood
2022-06-28 08:28:35 -07:00
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commit 2e7b54205f
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# Select location folder to export data to (if doesn't exist, will be created by default)
# export didier_analysis_on_$ARGV[0]
# Go into the stocks context
stocks
# Load a ticker that's given as a first argument of the routine
load CF
# Enter the Due Diligence submenu
dd
# Print last twenty SEC filings
sec -l 20
# Print a chart and raw table of historical price targets
pt
pt -l 20 --raw
# See a list of public companies that are customers of, or suppliers to, CF Industries
customer
supplier
# Change tickers to $TSLA
load tsla
# Display table of the last twenty $TSLA trades across all ARK funds
arktrades -l 20
# Export a spreadsheet of historic ARK fund trades of $HOOD
load hood
arktrades --export xlsx
# Show future earnings estimates for $HOOD
est
# Show recent analyst upgrades/downgrades
analyst

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website/content/terminal/stocks/due_diligence/_index.md vendored
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---
title: Introduction to the Due Diligence Menu
keywords: "dd, due, diligence, dilligence, research, company, ticker, analyst, rating, rot, pt, est, sec, supplier, customer, arktrades, ratings, analysts, filings, form, forms, customers, suppliers"
date: "2022-06-01"
type: guides
status: publish
excerpt: "This guide introduces the Due Diligence menu within the Stocks menu, explains the features briefly, then provides examples."
geekdocCollapseSection: true
---
Due diligence is a process that involves doing an investigation, audit, or review to verify facts or information about a subject. Due diligence in the financial industry entails a review of financial records prior to entering into a proposed deal with another party.
The Due Diligence submenu, located within the <a href="https://openbb-finance.github.io/OpenBBTerminal/terminal/stocks/" target="_blank">`Stocks`</a> menu, is primarily for supplementing fundamental analysis with information such as:
**Available commands**
{{< toc-tree >}}
- Analyst ratings and price targets over time
- Earnings estimates
- SEC filings
- Business-to-business customers and suppliers
- What kind of trades, if any, ARK is involved in with the loaded ticker.
To use all features in this menu, two (free) API keys must be obtained. Refer to the <a href="https://openbb-finance.github.io/OpenBBTerminal/terminal/#accessing-other-sources-of-data-via-api-keys" target="_blank">Getting Started Guide</a> for instructions on storing API keys in the Terminal.
- rating: FMP - <a href="https://site.financialmodelingprep.com/developer/docs/" target="_blank">Financial Modeling Prep</a>
- rot: <a href="https://finnhub.io/" target="_blank">Finnhub</a>
Entering the submenu requires having a ticker <a href="https://openbb-finance.github.io/OpenBBTerminal/terminal/#explanation-of-commands" target="_blank">loaded</a> from the `Stocks` menu. With a stock selected, type `dd` into the command line and press `enter`.
![The Due Diligence submenu](https://user-images.githubusercontent.com/85772166/176110875-e23b0016-00a9-4fa0-b7e1-020a344c40ce.png)
<h2>How to use the Due Diligence Menu</h2>
With the same company, as loaded above, `sec -l 20` prints a table of the last twenty SEC filings from the company, and provides a link to a hosted document on <a href="https://marketwatch.com" target="_blank">MarketWatch</a>.
![Printing the last twenty SEC filings of CF Industries](https://user-images.githubusercontent.com/85772166/176111098-0a63a921-9695-422d-a495-0efdabafcd16.png)
`pt` displays a chart of historical adjusted closing prices and price targets. `pt --raw` prints a table, `pt --export xlsx` exports a spreadsheet, while `pt -l [n]` limits the number of price targets to return to `n`.
![Historical price targets for CF Industries](https://user-images.githubusercontent.com/85772166/176111207-4fe741a8-df49-4cbb-8216-94edebde77b7.png)
A new ticker can be loaded directly from the Due Diligence submenu; for example, `load tsla`
<h2>Examples</h2>
With $TSLA loaded, `arktrades -l 20`, shows the last twenty trades across all ARK funds.
![Last twenty Tesla trades across all ARK funds](https://user-images.githubusercontent.com/85772166/176111315-c79eee3a-d9cf-492b-9f07-8f0f6d08430a.png)
Export the history of $HOOD trades for further analysis. `arktrades --export xlsx`
![Robinhood trades across all ARK funds, exported](https://user-images.githubusercontent.com/85772166/176111475-2ba12aca-c0ba-4eb4-9751-dbd09fdd384c.png)
`est` displays futures earnings estimates.
![Hood quarterly earnings estimates](https://user-images.githubusercontent.com/85772166/176111584-3d51027e-7e3a-4579-8c40-14f59a40ce97.png)
![Hood annual earnings estimates](https://user-images.githubusercontent.com/85772166/176111708-3c88d7ce-f4e1-4e23-8107-dcf4e22869dc.png)
`analyst`
![Analyst coverage of Hood](https://user-images.githubusercontent.com/85772166/176111824-1133da8e-18e4-4b12-baa4-7a5d4b77e784.png)
Always do your own Due Diligence! To run a demo in the OpenBB Terminal of the features discussed here, launch the routine from the Main Menu by entering: `exe routines/dd_demo.openbb` in the command line and hitting `enter`. Click <a href="https://openbb-finance.github.io/OpenBBTerminal/terminal/stocks/" target="_blank">here</a> to go back to `Stocks`.