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Update comparison.md

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Jeroen Bouma
2023-02-15 09:51:12 +01:00
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website/content/terminal/guides/intros/stocks/comparison.md vendored
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@@ -5,35 +5,27 @@ description: The Comparison Analysis menu provides the user with tools for compa
---
The Comparison Analysis menu provides the user with tools for comparison (similar) stocks. It is not necessary to load a ticker from the <a href="/terminal/guides/intros/stocks" target="_blank" rel="noreferrer noopener">Stocks menu</a> to use these features. Enter the Comparison Analysis submenu by typing `ca` and pressing `ENTER` (⏎).
<a target="_blank" href="https://user-images.githubusercontent.com/46355364/171148283-2cbb5942-dc56-4276-a30c-7cbc045627a1.png"><img alt="Comparison Analysis Menu" src="https://user-images.githubusercontent.com/46355364/171148283-2cbb5942-dc56-4276-a30c-7cbc045627a1.png"></img></a>
<img width="800" alt="image" src="https://user-images.githubusercontent.com/46355364/218978432-a47e817c-30c6-4dbb-bb86-52a1eb83901d.png">
### How to use
To add a primary ticker, or to swap it for another, enter `ticker AMZN`. The command has three sources, use: `getfinnhub`, `getpolygon`
To add a primary ticker, or to swap it for another, enter `ticker WMT`. The command has three sources, use: `getfinnhub`, `getpolygon`
and `getfinviz` to access the different sources. Sources may return different results.
````
(🦋) /stocks/ca/ $ getfinviz
[Finviz] Similar Companies: WMT, BIG, BJ, COST, DG, DLTR, OLLI, PSMT, TGT, TUEM
(🦋) /stocks/ca/ $ get --source Finviz
[Finviz] Similar Companies: WMT, BIG, BJ, COST, DG, DLTR, OLLI, PSMT, TGT
(🦋) /stocks/ca/ $ get --source Polygon
(🦋) /stocks/ca/ $ getpoly
[Polygon] Similar Companies: WMT, AMZN, COST, EBAY, DLTR, KSS, JCP, TGT, M, DG
(🦋) /stocks/ca/ $ getfinnhub
[Finnhub] Similar Companies: WMT, COST, BJ, PSMT
````
Using any of these commands will automatically populate the list of similar companies for analysis. Furthermore, `add` & `rmv` allows the user to make modifications, or create a list from scratch.
<a target="_blank" href="https://user-images.githubusercontent.com/46355364/171148589-08cc106f-4e1d-4d94-92b5-09190f1798d4.png"><img alt="Get similar companies for analysis" src="https://user-images.githubusercontent.com/46355364/171148589-08cc106f-4e1d-4d94-92b5-09190f1798d4.png"></img></a>
To show a correlation matrix, use the `hcorr` command. The start dates can be modified, which changes the results, to show correlation over different periods. For example, obtain a one year correlation matrix with `hcorr`:
Using any of these commands will automatically populate the list of similar companies for analysis. Furthermore, `add` & `rmv` allows the user to make modifications, or create a list from scratch. To show a correlation matrix, use the `hcorr` command. The start dates can be modified, which changes the results, to show correlation over different periods. For example, obtain a one year correlation matrix with `hcorr`:
<a target="_blank" href="https://user-images.githubusercontent.com/46355364/171148882-a0f1c57a-6761-4fbc-a03f-e5213a52c7f0.png"><img alt="One year correlation matrix" src="https://user-images.githubusercontent.com/46355364/171148882-a0f1c57a-6761-4fbc-a03f-e5213a52c7f0.png"></img></a>
Or, by adjusting the date, it is possible to define a correlation matrix with a different time horizon, e.g `hcorr -s 2022-01-01`:
<a target="_blank" href="https://user-images.githubusercontent.com/46355364/171149853-1a84e9af-7099-4a72-b687-01f2e32d0485.png"><img alt="YTD correlation matrix" src="https://user-images.githubusercontent.com/46355364/171149853-1a84e9af-7099-4a72-b687-01f2e32d0485.png"></img></a>
The list of similar companies can be compared by a number of fundamental metrics.
`valuation` displays earnings and valuation multiples.
@@ -295,4 +287,4 @@ Other available yearly timeframes are: 2017, 2018, 2019, 2020, 2021
├──────────────────────────────────────────────┼──────────┼──────────┼──────────┼──────────┼──────────┼─────────┼──────────┼───────────┼──────────┼──────────┤
│ Diluted Shares Outstanding │ 444.2M │ 8.56B │ 2.05B │ 1.35B │ 3.03B │ 355.8M │ 426M │ 4.1B │ 1.82B │ 1.49B │
└──────────────────────────────────────────────┴──────────┴──────────┴──────────┴──────────┴──────────┴─────────┴──────────┴───────────┴──────────┴──────────┘
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