Merge pull request #320 from DidierRLopes/improve-features-doc

This commit is contained in:
DidierRLopes
2021-04-07 08:53:17 +01:00
committed by GitHub
8 changed files with 185 additions and 111 deletions

View File

@@ -10,6 +10,12 @@
* [Prediction Techniques](#Prediction-Techniques-)
* [Portfolio Analysis](#Portfolio-Analysis-)
* [Cryptocurrencies](#Cryptocurrencies-)
* [Comparison Analysis](#Comparison-Analysis-)
* [Exploratory Data Analysis](#Exploratory-Data-Analysis-)
* [Residual Analysis](#Residual-Analysis-)
* [FRED](#FRED-)
* [Options](#Options-)
* [Screener](#Screener-)
## Main
@@ -56,21 +62,28 @@ export -f GNUS_data -F csv
Command|Description|Source
---|---|---
`map` |S&P500 index stocks map |[Finviz](https://finviz.com)
`sectors` |show sectors performance |[Alpha Vantage](www.alphavantage.co)
`rtp_sectors` |real-time performance sectors |[Alpha Vantage](www.alphavantage.co)
`gainers` |show latest top gainers |[Yahoo Finance](https://finance.yahoo.com/)
`losers` |show latest top losers |[Yahoo Finance](https://finance.yahoo.com/)
`orders` |orders by Fidelity Customers |[Fidelity](https://www.fidelity.com/)
`ark_orders` |orders by ARK Investment Management LLC | [Cathiesark](https://www.cathiesark.com)
`up_earnings` |upcoming earnings release dates |[Seeking Alpha](https://seekingalpha.com/)
`high_short` |show top high short interest stocks of over 20% ratio |[High Short Interest](https://www.highshortinterest.com/)
`low_float` |show low float stocks under 10M shares float |[Low Float](https://www.lowfloat.com/)
`simply_wallst` |Simply Wall St. research data |[Simply Wall St.](https://simplywall.st/about)
`spachero` |great website for SPACs research |[SpacHero](https://www.spachero.com/)
`uwhales` |good website for SPACs research |[UnusualWhales](https://unusualwhales.com/)
`valuation` |valuation of sectors, industry, country |[Finviz](https://finviz.com)
`performance` |performance of sectors, industry, country |[Finviz](https://finviz.com)
`spectrum` |spectrum of sectors, industry, country |[Finviz](https://finviz.com)
 
## Behavioural Analysis [»](behavioural_analysis/README.md)
Command|Description
----|----
[FinBrain](https://finbrain.tech)|
`finbrain` |sentiment from 15+ major news headlines
[Reddit](https://reddit.com)|
`wsb` |show what WSB gang is up to in subreddit wallstreetbets
`watchlist` |show other users watchlist
@@ -113,6 +126,7 @@ Command|Website
`zacks` |www.zacks.com
`macrotrends` |www.macrotrends.net
`newsfilter` |www.newsfilter.io
`stockanalysis` |www.stockanalysis.com
`resources` |www.tradinganalysisresources.com
 
@@ -125,11 +139,8 @@ Command|Description
`mgmt` |management team of the company ([Business Insider](https://markets.businessinsider.com/))
[Market Watch API](https://markets.businessinsider.com/) |
`income` |income statement of the company
`assets` |assets of the company
`liabilities` |liabilities and shareholders equity of the company
`operating` |cash flow operating activities of the company
`investing` |cash flow investing activities of the company
`financing` |cash flow financing activities of the company
`balance` |balance sheet of the company
`cash` |cash flow statement of the company
[Yahoo Finance API](https://finance.yahoo.com/) |
`info` |information scope of the company
`shrs` |shareholders of the company
@@ -146,9 +157,9 @@ Command|Description
`quote` |quote of the company
`enterprise` |enterprise value of the company over time
`dcf` |discounted cash flow of the company over time
`inc` |income statements of the company
`bal` |balance sheet of the company
`cashf` |cash flow of the company
`income` |income statements of the company
`balance` |balance sheet of the company
`cash` |cash flow of the company
`metrics` |key metrics of the company
`ratios` |financial ratios of the company
`growth` |financial statement growth of the company
@@ -158,6 +169,9 @@ Command|Description
## Technical Analysis [»](technical_analysis/README.md)
Command | Description | Sources
------ | ------ | ------
`view` | view historical data and trendlines| [Finviz](https://finviz.com/quote.ashx?t=tsla)
`summary` | technical summary report| [FinBrain](https://finbrain.tech)
`recom` | recommendation based on Technical Indicators| [Tradingview](https://uk.tradingview.com/widget/technical-analysis/)
[overlap](https://github.com/twopirllc/pandas-ta/tree/master/pandas_ta/overlap) |
`ema` | exponential moving average | [Wikipedia](https://en.wikipedia.org/wiki/Moving_average#Exponential_moving_average), [Investopedia](https://www.investopedia.com/terms/e/ema.asp)
`sma` |simple moving average | [Wikipedia](https://en.wikipedia.org/wiki/Moving_average#Simple_moving_average_(boxcar_filter)), [Investopedia](https://www.investopedia.com/terms/s/sma.asp)
@@ -179,7 +193,7 @@ Command | Description | Sources
 
## Due Diligence [»](due_diligence/README.md)
Command|Explanation|Source
Command|Description|Source
------ | --------|----
`news` |latest news of the company |[Finviz](https://finviz.com/)
`red` |gets due diligence from another user's post |[Reddit](https://reddit.com)
@@ -213,20 +227,110 @@ Command|Technique|Sources
 
## Portfolio Analysis [»](portfolio/README.md)
Command|Description
------ | ------------
`login`| login to desired brokers
`rhhold`| look at robinhood holdings
`rhhist`| look at robinhood portfolio history
`alphold`| look at alpaca holdings
`alphist`| look at alpaca portfolio history
`allyhold`| look at ally holdings
`hold`| look at holdings across all brokers for which you have logged in
Command|Description|Brokers
------ | ------------|---
`login` | login to your brokers
`rhhold` | view robinhood holdings | [Robinhood](https://robinhood.com/us/en/)
`rhhist` | plot robinhood portfolio history | [Robinhood](https://robinhood.com/us/en/)
`alphold` | view alpaca holdings | [Alpaca](https://app.alpaca.markets/login)
`alphist` | view alpaca portfolio history | [Alpaca](https://app.alpaca.markets/login)
`allyhold`| view ally holdings | [Ally](https://www.ally.com/invest/)
`hold` | view net holdings across all logins
 
## Cryptocurrency [»](cryptocurrency/README.md)
Command|Description
------ | ------------
`load`| load coin data vs specified currency
`view`| plot the loaded coin data
`load`| load cryptocurrency data
`view`| load and view cryptocurrency data
 
## Comparison Analysis [»](comparison_analysis/README.md)
Command|Description|Source
------ | --------|----
`get` |get similar companies |[Polygon](https://polygon.io)
`select` |select similar companies
`historical` |historical price data comparison |[Yahoo Finance](https://finance.yahoo.com/)
`hcorr` |historical price correlation |[Yahoo Finance](https://finance.yahoo.com/)
`income` |income financials comparison |[MarketWatch](https://www.marketwatch.com/)
`balance` |balance financials comparison |[MarketWatch](https://www.marketwatch.com/)
`cashflow` |cashflow comparison |[MarketWatch](https://www.marketwatch.com/)
`sentiment` |sentiment analysis comparison |[FinBrain](https://finbrain.tech)
`scorr` |sentiment correlation |[FinBrain](https://finbrain.tech)
 
## Exploratory Data Analysis [»](exploratory_data_analysis/README.md)
Command|Description|Source
------ | --------|----
`get` |get similar companies |[Polygon](https://polygon.io)
`select` |select similar companies
`historical` |historical price data comparison |[Yahoo Finance](https://finance.yahoo.com/)
`hcorr` |historical price correlation |[Yahoo Finance](https://finance.yahoo.com/)
`income` |income financials comparison |[MarketWatch](https://www.marketwatch.com/)
`balance` |balance financials comparison |[MarketWatch](https://www.marketwatch.com/)
`cashflow` |cashflow comparison |[MarketWatch](https://www.marketwatch.com/)
`sentiment` |sentiment analysis comparison |[FinBrain](https://finbrain.tech)
`scorr` |sentiment correlation |[FinBrain](https://finbrain.tech)
 
## Residual Analysis [»](residual_analysis/README.md)
Command|Description|Source
------ | --------|----
`pick` |pick one of the model fitting | Supports [ARIMA](https://en.wikipedia.org/wiki/Autoregressive_integrated_moving_average), [Naive](https://en.wikipedia.org/wiki/Forecasting#Naïve_approach)
`fit` |show model fit against stock | [Wikipedia](https://en.wikipedia.org/wiki/Curve_fitting)
`res` |show residuals | [Wikipedia](https://en.wikipedia.org/wiki/Errors_and_residuals)
`hist` |histogram and density plot | [Wikipedia](https://en.wikipedia.org/wiki/Histogram)
`qqplot` |residuals against standard normal curve | [Wikipedia](https://en.wikipedia.org/wiki/Q–Q_plot)
`acf` |(partial) auto-correlation function | [Wikipedia](https://en.wikipedia.org/wiki/Autocorrelation)
`normality` |normality test (Kurtosis,Skewness,...) | [Wikipedia](https://en.wikipedia.org/wiki/Normality_test)
`goodness` |goodness of fit test (Kolmogorov-Smirnov) | [Wikipedia](https://en.wikipedia.org/wiki/Goodness_of_fit)
`arch` |autoregressive conditional heteroscedasticity | [Wikipedia](https://en.wikipedia.org/wiki/Autoregressive_conditional_heteroskedasticity)
`unitroot` |unit root test / stationarity (ADF, KPSS) | [Wikipedia](https://en.wikipedia.org/wiki/Unit_root_test)
`independence` |tests independent and identically distributed (BDS) | [Wikipedia](https://en.wikipedia.org/wiki/Pearson%27s_chi-squared_test#Testing_for_statistical_independence)
 
## FRED [»](fred/README.md)
Command|Description
------ | --------
`gdp` | GDP
`unemp` | Unemployment Rate
`t1` | 1-Year Treasury Constant Maturity Rate
`t5` | 5-Year Treasury Constant Maturity Rate
`t10` | 10-Year Treasury Constant Maturity Rate
`t30` | 30-Year Treasury Constant Maturity Rate
`mort30` | 30-Year Fixed Rate Mortgage Average
`fedrate` | Effective Federal Funds Rate
`moodAAA` | Moody's Seasoned AAA Corporate Bond Yield
`usdcad` | Canada / U.S. Foreign Exchange Rate (CAD per 1 USD)
`cust` | User Specified FRED Data - Please Specify --id
 
## Options [»](options/README.md)
Command|Description|Source
------ | --------|----
`exp` | see/set expiry date
`volume` | plot options trading volume / open interest |[Yahoo Finance](https://finance.yahoo.com/)
 
## Screener [»](screener/README.md)
Command|Description|Source
------ | --------|----
view |view available presets | [presets]((screener/presets/README.md))
set |set one of the available presets
historical |view historical price |[Yahoo Finance](https://finance.yahoo.com/)
[Finviz](https://finviz.com/screener.ashx) |
overview |overview (e.g. Sector, Industry, Market Cap, Volume)
valuation |valuation (e.g. P/E, PEG, P/S, P/B, EPS this Y)
financial |financial (e.g. Dividend, ROA, ROE, ROI, Earnings)
ownership |ownership (e.g. Float, Insider Own, Short Ratio)
performance |performance (e.g. Perf Week, Perf YTD, Volatility M)
technical |technical (e.g. Beta, SMA50, 52W Low, RSI, Change)
signals |view filter signals (e.g. -s top_gainers)
 

View File

@@ -29,7 +29,7 @@ class CryptoController:
print(" help show this menu again")
print(" q quit this menu, and shows back to main menu")
print(" quit quit to abandon program")
print(f"\nCurrent Coin : {current_coin}")
print(f"\nCurrent Coin: {current_coin}")
print("")
print(" load load cryptocurrency data")
print(" view load and view cryptocurrency data")

View File

@@ -11,16 +11,10 @@ This menu aims to extract all fundamentals of a pre-loaded company, and the usag
* [income](#income)
* income statement of the company
* [assets](#assets)
* assets of the company
* [liabilities](#liabilities)
* liabilities and shareholders equity of the company
* [operating](#operating)
* cash flow operating activities of the company
* [investing](#investing)
* cash flow investing activities of the company
* [financing](#financing)
* cash flow financing activities of the company
* [balance](#balance)
* balance sheet of the company
* [cash](#cash)
* cash flow statement of the company
[YAHOO FINANCE](#YAHOO_FINANCE)
@@ -99,55 +93,32 @@ Prints either yearly or quarterly income statement the company. The following fi
* q : Quarter fundamental data flag. Default False.
### assets <a name="assets"></a>
### balance <a name="balance"></a>
```text
usage: assets [-q]
```
Prints either yearly or quarterly assets from balance sheet of the company. The following fields are expected: Cash & Short Term Investments, Cash & Short Term Investments Growth, Cash Only, Short-Term Investments, Cash & ST Investments / Total Assets, Total Accounts Receivable, Total Accounts Receivable Growth, Accounts Receivables, Net, Accounts Receivables, Gross, Bad Debt/Doubtful Accounts, Other Receivable, Accounts Receivable Turnover, Inventories, Finished Goods, Work in Progress, Raw Materials, Progress Payments & Other, Other Current Assets, Miscellaneous Current Assets, Net Property, Plant & Equipment, Property, Plant & Equipment - Gross, Buildings, Land & Improvements, Computer Software and Equipment, Other Property, Plant & Equipment, Accumulated Depreciation, Total Investments and Advances, Other Long-Term Investments, Long-Term Note Receivables, Intangible Assets, Net Goodwill, Net Other Intangibles, Other Assets. [Source: Market Watch]
Prints either yearly or quarterly assets from balance sheet of the company. The following fields are expected: Cash & Short Term Investments, Cash & Short Term Investments Growth, Cash Only, Short-Term Investments, Cash & ST Investments / Total Assets, Total Accounts Receivable, Total Accounts Receivable Growth, Accounts Receivables, Net, Accounts Receivables, Gross, Bad Debt/Doubtful Accounts, Other Receivable, Accounts Receivable Turnover, Inventories, Finished Goods, Work in Progress, Raw Materials, Progress Payments & Other, Other Current Assets, Miscellaneous Current Assets, Net Property, Plant & Equipment, Property, Plant & Equipment - Gross, Buildings, Land & Improvements, Computer Software and Equipment, Other Property, Plant & Equipment, Accumulated Depreciation, Total Investments and Advances, Other Long-Term Investments, Long-Term Note Receivables, Intangible Assets, Net Goodwill, Net Other Intangibles, Other Assets.
Prints either yearly or quarterly liabilities and shareholders' equity from balance sheet of the company. The following fields are expected: ST Debt & Current Portion LT Debt, Short Term Debt, Current Portion of Long Term Debt, Accounts Payable, Accounts Payable Growth, Income Tax Payable, Other Current Liabilities, Dividends Payable, Accrued Payroll, Miscellaneous Current Liabilities, Long-Term Debt, Long-Term Debt excl. Capitalized Leases, Non-Convertible Debt, Convertible Debt, Capitalized Lease Obligations, Provision for Risks & Charges, Deferred Taxes, Deferred Taxes - Credits, Deferred Taxes - Debit, Other Liabilities, Other Liabilities (excl. Deferred Income), Deferred Income, Non-Equity Reserves, Total Liabilities / Total Assets, Preferred Stock (Carrying Value), Redeemable Preferred Stock, Non-Redeemable Preferred Stock, Common Equity (Total), Common Equity/Total Assets, Common Stock Par/Carry Value, Retained Earnings, ESOP Debt Guarantee, Cumulative Translation Adjustment/Unrealized For. Exch. Gain, Unrealized Gain/Loss Marketable Securities, Revaluation Reserves, Treasury Stock, Total Shareholders' Equity, Total Shareholders' Equity / Total Assets, Accumulated Minority Interest, Total Equity, Total Current Assets, Total Assets, Total Current Liabilities, Total Liabilities, and Liabilities & Shareholders' Equity. [Source: Market Watch]
* q : Quarter fundamental data flag. Default False.
### liabilities <a name="liabilities"></a>
### cash <a name="cash"></a>
```text
usage: liabilities [-q]
usage: cash [-q]
```
Prints either yearly or quarterly liablities and shareholders' equity from balance sheet of the company. The following fields are expected: ST Debt & Current Portion LT Debt, Short Term Debt, Current Portion of Long Term Debt, Accounts Payable, Accounts Payable Growth, Income Tax Payable, Other Current Liabilities, Dividends Payable, Accrued Payroll, Miscellaneous Current Liabilities, Long-Term Debt, Long-Term Debt excl. Capitalized Leases, Non-Convertible Debt, Convertible Debt, Capitalized Lease Obligations, Provision for Risks & Charges, Deferred Taxes, Deferred Taxes - Credits, Deferred Taxes - Debit, Other Liabilities, Other Liabilities (excl. Deferred Income), Deferred Income, Non-Equity Reserves, Total Liabilities / Total Assets, Preferred Stock (Carrying Value), Redeemable Preferred Stock, Non-Redeemable Preferred Stock, Common Equity (Total), Common Equity/Total Assets, Common Stock Par/Carry Value, Retained Earnings, ESOP Debt Guarantee, Cumulative Translation Adjustment/Unrealized For. Exch. Gain, Unrealized Gain/Loss Marketable Securities, Revaluation Reserves, Treasury Stock, Total Shareholders' Equity, Total Shareholders' Equity / Total Assets, Accumulated Minority Interest, Total Equity, Total Current Assets, Total Assets, Total Current Liabilities, Total Liabilities, and Liabilities & Shareholders' Equity. [Source: Market Watch]
Prints either yearly or quarterly cash flow operating activities of the company. The following fields are expected: Net Income before Extraordinaries, Net Income Growth, Depreciation, Depletion & Amortization, Depreciation and Depletion, Amortization of Intangible Assets, Deferred Taxes & Investment Tax Credit, Deferred Taxes, Investment Tax Credit, Other Funds, Funds from Operations, Extraordinaries, Changes in Working Capital, Receivables, Accounts Payable, Other Assets/Liabilities, and Net Operating Cash Flow Growth.
Prints either yearly or quarterly cash flow investing activities of the company. The following fields are expected: Capital Expenditures, Capital Expenditures Growth, Capital Expenditures/Sales, Capital Expenditures (Fixed Assets), Capital Expenditures (Other Assets), Net Assets from Acquisitions, Sale of Fixed Assets & Businesses, Purchase/Sale of Investments, Purchase of Investments, Sale/Maturity of Investments, Other Uses, Other Sources, Net Investing Cash Flow Growth.
Prints either yearly or quarterly cash flow financing activities of the company. The following fields are expected: Cash Dividends Paid - Total, Common Dividends, Preferred Dividends, Change in Capital Stock, Repurchase of Common & Preferred Stk., Sale of Common & Preferred Stock, Proceeds from Stock Options, Other Proceeds from Sale of Stock, Issuance/Reduction of Debt, Net, Change in Current Debt, Change in Long-Term Debt, Issuance of Long-Term Debt, Reduction in Long-Term Debt, Other Funds, Other Uses, Other Sources, Net Financing Cash Flow Growth, Net Financing Cash Flow/Sales, Exchange Rate Effect, Miscellaneous Funds, Net Change in Cash, Free Cash Flow, Free Cash Flow Growth, Free Cash Flow Yield, Net Operating Cash Flow, Net Investing Cash Flow, Net Financing Cash Flow. [Source: Market Watch]
* q : Quarter fundamental data flag. Default False.
### operating <a name="operating"></a>
```text
usage: operating [-q]
```
Prints either yearly or quarterly cash flow operating activities of the company. The following fields are expected: Net Income before Extraordinaries, Net Income Growth, Depreciation, Depletion & Amortization, Depreciation and Depletion, Amortization of Intangible Assets, Deferred Taxes & Investment Tax Credit, Deferred Taxes, Investment Tax Credit, Other Funds, Funds from Operations, Extraordinaries, Changes in Working Capital, Receivables, Accounts Payable, Other Assets/Liabilities, and Net Operating Cash Flow Growth. [Source: Market Watch]
* q : Quarter fundamental data flag. Default False.
### investing <a name="investing"></a>
```text
usage: investing [-q]
```
Prints either yearly or quarterly cash flow investing activities of the company. The following fields are expected: Capital Expenditures, Capital Expenditures Growth, Capital Expenditures/Sales, Capital Expenditures (Fixed Assets), Capital Expenditures (Other Assets), Net Assets from Acquisitions, Sale of Fixed Assets & Businesses, Purchase/Sale of Investments, Purchase of Investments, Sale/Maturity of Investments, Other Uses, Other Sources, Net Investing Cash Flow Growth. [Source: Market Watch]
* q : Quarter fundamental data flag. Default False.
### financing <a name="financing"></a>
```text
usage: financing [-q]
```
Prints either yearly or quarterly cash flow financing activities of the company. The following fields are expected: Cash Dividends Paid - Total, Common Dividends, Preferred Dividends, Change in Capital Stock, Repurchase of Common & Preferred Stk., Sale of Common & Preferred Stock, Proceeds from Stock Options, Other Proceeds from Sale of Stock, Issuance/Reduction of Debt, Net, Change in Current Debt, Change in Long-Term Debt, Issuance of Long-Term Debt, Reduction in Long-Term Debt, Other Funds, Other Uses, Other Sources, Net Financing Cash Flow Growth, Net Financing Cash Flow/Sales, Exchange Rate Effect, Miscellaneous Funds, Net Change in Cash, Free Cash Flow, Free Cash Flow Growth, Free Cash Flow Yield, Net Operating Cash Flow, Net Investing Cash Flow, Net Financing Cash Flow [Source: Market Watch]
* q : Quarter fundamental data flag. Default False.
## YAHOO FINANCE <a name="YAHOO_FINANCE"></a>

View File

@@ -154,12 +154,14 @@ def cash(l_args, s_ticker):
Taxes, Investment Tax Credit, Other Funds, Funds from Operations, Extraordinaries,
Changes in Working Capital, Receivables, Accounts Payable, Other Assets/Liabilities,
and Net Operating Cash Flow Growth.
Prints either yearly or quarterly cash flow investing activities of the company.
The following fields are expected: Capital Expenditures, Capital Expenditures Growth,
Capital Expenditures/Sales, Capital Expenditures (Fixed Assets), Capital Expenditures
(Other Assets), Net Assets from Acquisitions, Sale of Fixed Assets & Businesses,
Purchase/Sale of Investments, Purchase of Investments, Sale/Maturity of Investments,
Other Uses, Other Sources, Net Investing Cash Flow Growth.
Prints either yearly or quarterly cash flow financing activities of the company.
The following fields are expected: Cash Dividends Paid - Total, Common Dividends,
Preferred Dividends, Change in Capital Stock, Repurchase of Common & Preferred Stk.,

View File

@@ -45,31 +45,32 @@ class PortfolioController:
def print_help(broker_list):
""" Print help """
print("\nBrokers Supported: rh - Robinhood")
print(" alp - Alpaca")
print(" ally - Ally Invest")
print("\nPortfolio:")
print(" help show this menu again")
print(
" q quit this menu, and shows back to main menu, logs out of brokers"
)
print(" quit quit to abandon program, logs out of brokers")
print(" login login to your brokers")
print(
f"\nCurrent Brokers : {('None', ', '.join(broker_list))[bool(broker_list)]}"
f"\nCurrent Broker: {('None', ', '.join(broker_list))[bool(broker_list)]}"
)
print("\nCurrently Supported :")
print(" rh Robinhood")
print(" alp Alpaca")
print(" ally Ally Invest")
print("\nCommands (login required):")
print("")
print(" login login to your brokers")
print("\nRobinhood:")
print(" rhhold view rh holdings")
print(" rhhist plot rh portfolio history")
print("\nAlpaca:")
print(" alphold view alp holdings")
print(" alphist view alp portfolio history")
print("\nAlly:")
print(" allyhold view ally holdings")
print(" rhhold view rh holdings")
print(" rhhist plot rh portfolio history")
print("Alpaca:")
print(" alphold view alp holdings")
print(" alphist view alp portfolio history")
print("Ally:")
print(" allyhold view ally holdings")
print("\nMerge:")
print(" hold view net holdings across all logins")
print(" hold view net holdings across all logins")
print("")
def print_portfolio_menu(self):

View File

@@ -87,7 +87,7 @@ class ResidualsController:
print(" normality normality test (Kurtosis,Skewness,...)")
print(" goodness goodness of fit test (Kolmogorov-Smirnov)")
print(" arch autoregressive conditional heteroscedasticity")
print(" unitroot Unit root test / stationarity (ADF, KPSS)")
print(" unitroot unit root test / stationarity (ADF, KPSS)")
print(
" independence tests independent and identically distributed (BDS)"
)

View File

@@ -9,17 +9,17 @@ This menu aims to filter stocks based on pre-specified preset filters, and the u
* [historical](#historical)
* view historical price [Yahoo Finance]
* [overview](#overview)
* overview information [Finviz]
* overview (e.g. Sector, Industry, Market Cap, Volume) [Finviz]
* [valuation](#valuation)
* valuation information [Finviz]
* valuation (e.g. P/E, PEG, P/S, P/B, EPS this Y) [Finviz]
* [financial](#financial)
* financial information [Finviz]
* financial (e.g. Dividend, ROA, ROE, ROI, Earnings) [Finviz]
* [ownership](#ownership)
* ownership information [Finviz]
* ownership (e.g. Float, Insider Own, Short Ratio) [Finviz]
* [performance](#performance)
* performance information [Finviz]
* performance (e.g. Perf Week, Perf YTD, Volatility M) [Finviz]
* [technical](#technical)
* technical information [Finviz]
* technical (e.g. Beta, SMA50, 52W Low, RSI, Change) [Finviz]
* contains [Oversold (-s) signal example](#signal-oversold)
* [signals](#signals)
* view filter signals (e.g. -s top_gainers) [Finviz]
@@ -50,7 +50,7 @@ Set preset from under presets folder.
## historical <a name="historical"></a>
```text
usage: historical [-t {o,h,l,c,a}] [-s {top_gainers,top_losers,...}] [--start START]
usage: historical [-t {o,h,l,c,a}] [-s {top_gainers,top_losers,...}] [--start START]
```
View historical price of stocks. [Source: Yahoo Finance]
@@ -67,10 +67,10 @@ View historical price of stocks. [Source: Yahoo Finance]
## overview <a name="overview"></a>
```text
usage: overview [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
usage: overview [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
```
Prints screener data of the companies that meet the pre-set filtering. The fields shown correspond to the type of function called, i.e.: overview, valuation, financial, ownership, performance, technical. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
Prints screener data of the companies that meet the pre-set filtering. Some of the fields shown are: Sector, Industry, Market Cap, Volume. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
* -p : Filter presets. Default: one pre-loaded in screener menu.
* -s : Signal type. Default: None. When specified (see list available in [signals](#signals)), the preset is disregarded.
@@ -83,10 +83,10 @@ Prints screener data of the companies that meet the pre-set filtering. The field
## valuation <a name="valuation"></a>
```text
usage: valuation [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
usage: valuation [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
```
Prints screener data of the companies that meet the pre-set filtering. The fields shown correspond to the type of function called, i.e.: overview, valuation, financial, ownership, performance, technical. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
Prints screener data of the companies that meet the pre-set filtering. Some of the fields shown are: P/E, PEG, P/S, P/B, EPS this Y. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
* -p : Filter presets. Default: one pre-loaded in screener menu.
* -s : Signal type. Default: None. When specified (see list available in [signals](#signals)), the preset is disregarded.
@@ -99,10 +99,10 @@ Prints screener data of the companies that meet the pre-set filtering. The field
## financial <a name="financial"></a>
```text
usage: financial [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
usage: financial [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
```
Prints screener data of the companies that meet the pre-set filtering. The fields shown correspond to the type of function called, i.e.: overview, valuation, financial, ownership, performance, technical. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
Prints screener data of the companies that meet the pre-set filtering. Some of the fields shown are: Dividend, ROA, ROE, ROI, Earnings. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
* -p : Filter presets. Default: one pre-loaded in screener menu.
* -s : Signal type. Default: None. When specified (see list available in [signals](#signals)), the preset is disregarded.
@@ -115,10 +115,10 @@ Prints screener data of the companies that meet the pre-set filtering. The field
## ownership <a name="ownership"></a>
```text
usage: ownership [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
usage: ownership [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
```
Prints screener data of the companies that meet the pre-set filtering. The fields shown correspond to the type of function called, i.e.: overview, valuation, financial, ownership, performance, technical. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
Prints screener data of the companies that meet the pre-set filtering. Some of the fields shown are: Float, Insider Own, Short Ratio. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
* -p : Filter presets. Default: one pre-loaded in screener menu.
* -s : Signal type. Default: None. When specified (see list available in [signals](#signals)), the preset is disregarded.
@@ -131,10 +131,10 @@ Prints screener data of the companies that meet the pre-set filtering. The field
## performance <a name="performance"></a>
```text
usage: performance [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
usage: performance [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
```
Prints screener data of the companies that meet the pre-set filtering. The fields shown correspond to the type of function called, i.e.: overview, valuation, financial, ownership, performance, technical. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
Prints screener data of the companies that meet the pre-set filtering. Some of the fields shown are: Perf Week, Perf YTD, Volatility M. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
* -p : Filter presets. Default: one pre-loaded in screener menu.
* -s : Signal type. Default: None. When specified (see list available in [signals](#signals)), the preset is disregarded.
@@ -147,11 +147,10 @@ Prints screener data of the companies that meet the pre-set filtering. The field
## technical <a name="technical"></a>
```text
usage: technical [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
usage: technical [-p {template,sexy_year,...}] [-s {top_gainers,top_losers,...}] [-l LIMIT] [-a]
```
Prints screener data of the companies that meet the pre-set filtering. The fields shown correspond to the type of function called, i.e.: overview, valuation, financial,
ownership, performance, technical. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
Prints screener data of the companies that meet the pre-set filtering. Some of the fields shown are: Beta, SMA50, 52W Low, RSI, Change. Note that when the signal parameter (-s) is specified, the preset is disregarded. [Source: Finviz]
* -p : Filter presets. Default: one pre-loaded in screener menu.
* -s : Signal type. Default: None. When specified (see list available in [signals](#signals)), the preset is disregarded.
@@ -181,6 +180,3 @@ Prints list of available signals. [Source: Finviz]
<img width="937" alt="Captura de ecrã 2021-04-05, às 20 25 13" src="https://user-images.githubusercontent.com/25267873/113616495-0ece9580-964d-11eb-97af-4150f928a170.png">

View File

@@ -60,12 +60,12 @@ class ScreenerController:
print(f"PRESET: {self.preset}")
print("")
print(" historical view historical price")
print(" overview overview information")
print(" valuation valuation information")
print(" financial financial information")
print(" ownership ownership information")
print(" performance performance information")
print(" technical technical information")
print(" overview overview (e.g. Sector, Industry, Market Cap, Volume)")
print(" valuation valuation (e.g. P/E, PEG, P/S, P/B, EPS this Y)")
print(" financial financial (e.g. Dividend, ROA, ROE, ROI, Earnings)")
print(" ownership ownership (e.g. Float, Insider Own, Short Ratio)")
print(" performance performance (e.g. Perf Week, Perf YTD, Volatility M)")
print(" technical technical (e.g. Beta, SMA50, 52W Low, RSI, Change)")
print("")
print(" signals view filter signals (e.g. -s top_gainers)")
print("")