diff --git a/routines/dd_demo.openbb b/routines/dd_demo.openbb new file mode 100644 index 00000000000..873b8e0d745 --- /dev/null +++ b/routines/dd_demo.openbb @@ -0,0 +1,38 @@ +# 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 diff --git a/website/content/terminal/stocks/due_diligence/_index.md b/website/content/terminal/stocks/due_diligence/_index.md index f9f437398f2..4faacbd0e49 100755 --- a/website/content/terminal/stocks/due_diligence/_index.md +++ b/website/content/terminal/stocks/due_diligence/_index.md @@ -1,8 +1,60 @@ --- +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 `Stocks` 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 Getting Started Guide for instructions on storing API keys in the Terminal. + + - rating: FMP - Financial Modeling Prep + - rot: Finnhub + +Entering the submenu requires having a ticker loaded from the `Stocks` menu. With a stock selected, type `dd` into the command line and press `enter`. + + + +