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`. + +![The Due Diligence submenu](https://user-images.githubusercontent.com/85772166/176110875-e23b0016-00a9-4fa0-b7e1-020a344c40ce.png) + +

How to use the Due Diligence Menu

+ +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 MarketWatch. + +![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` + +

Examples

+ +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 here to go back to `Stocks`.