From cc076bbdb9df9e00595047646c0ea59f8a3a6537 Mon Sep 17 00:00:00 2001 From: DidierRLopes Date: Fri, 16 Sep 2022 12:07:23 +0100 Subject: [PATCH] add a new routine based on Twitter thread (#2555) * add a new routine based on Twitter thread * fix minor things --- routines/due_diligence_stock.openbb | 83 +++++++++++++++++++++++++++++ 1 file changed, 83 insertions(+) create mode 100644 routines/due_diligence_stock.openbb diff --git a/routines/due_diligence_stock.openbb b/routines/due_diligence_stock.openbb new file mode 100644 index 00000000000..26a6404cdd6 --- /dev/null +++ b/routines/due_diligence_stock.openbb @@ -0,0 +1,83 @@ +# This script requires you to use a ticker as an argument. This can be done with the following: +# exe due_diligence_stock.openbb -i AMT + +# Go to the stocks menu +stocks + +# Load a ticker, given the argument used. E.g. -i AMT +load $ARGV[0] + +# Display stock price over time +candle + +# Check market cap +fa/mktcap + +# Check company management +mgmt + +# Check fundamentals +income/balance/cash + +# Look into sustainability +sust + +# Look into historical dividends +divs + +# Display most important notes of SEC filings based on a NLP model +analysis + +# Create discounted cash flow spreadsheet +dcf + +# show latest insider activity +../ins/stats + +# check price vs short interest volume +../dps/psi + +# check historical quarterly government contracts +../gov/histcont + +# check rating from analysts +../dd/rating + +# check price targets over time along share price +pt + +# check annual earnings estimates +est + +# check simple moving average 20,50 window +../ta/sma + +# check recommendation and summary based on main technical analysis indicators +recom/summary + +# check Twitter's sentiment on the ticker +../ba/sentiment + +# go into sector and industry analysis menu +../sia + +# check total cash metrics across similar tickers +metric tc + +# check free cash flow metrics across similar tickers +metric fcf + +# check operating income over time +vis oi + +# go into comparison analysis menu +ca + +# share price over time +historical + +# correlation heatmap +hcorr + +# compare fundamentals across these companies +cashflow/balance/income