OpenBB/gamestonk_terminal/reports/similar_analysis.ipynb

{
 "cells": [
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "phantom-facility",
   "metadata": {},
   "outputs": [],
   "source": [
    "# Import most generic modules\n",
    "import importlib\n",
    "import pathlib\n",
    "import os\n",
    "import sys\n",
    "from datetime import datetime, timedelta\n",
    "import pandas as pd\n",
    "from IPython.display import display, Markdown\n",
    "import warnings\n",
    "warnings.filterwarnings('ignore')\n",
    "module_path = os.path.abspath(os.path.join('../..'))\n",
    "\n",
    "if module_path not in sys.path:\n",
    "    sys.path.append(module_path)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "compact-count",
   "metadata": {
    "tags": [
     "parameters"
    ]
   },
   "outputs": [],
   "source": [
    "# Parameters that will be replaced when calling this notebook\n",
    "ticker=\"TSLA\"\n",
    "\n",
    "report_name=f\"{datetime.now().strftime('%Y%m%d_%H%M%S')}_comparison_{ticker.upper()}\""
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "possible-constraint",
   "metadata": {},
   "outputs": [],
   "source": [
    "display(Markdown(f\"# {ticker.upper()} - Comparison - {datetime.now().strftime('%Y/%m/%d %H:%M:%S')}\"))"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "b9eaca4a-a46d-45a3-9306-e80e74234f12",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_model, yahoo_finance_model\n",
    "\n",
    "ticker = ticker.upper()\n",
    "finviz_similar = finviz_compare_model.get_similar_companies(ticker, [\"Sector\", \"Industry\", \"Country\"])[0]"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "ffea4266-e801-4a4e-8cac-3d60e735aa4e",
   "metadata": {},
   "source": [
    "### Similar companies and descriptions"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "21122245-457b-4347-b89f-d4aabb5bdc9a",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.fundamental_analysis import yahoo_finance_model\n",
    "\n",
    "df_info = yahoo_finance_model.get_info(ticker)\n",
    "if \"Long business summary\" in df_info.index:\n",
    "    summary = df_info.loc[\"Long business summary\"].values[0]\n",
    "if \"Website\" in df_info.index:\n",
    "    website = df_info.loc[\"Website\"].values[0]\n",
    "    \n",
    "if finviz_similar:\n",
    "    print(f\"{ticker}: {website}\")\n",
    "    print(summary)\n",
    "    \n",
    "    for symbol in finviz_similar:\n",
    "        df_info = yahoo_finance_model.get_info(symbol)\n",
    "        if \"Long business summary\" in df_info.index:\n",
    "            summary = df_info.loc[\"Long business summary\"].values[0]\n",
    "        if \"Website\" in df_info.index:\n",
    "            website = df_info.loc[\"Website\"].values[0]\n",
    "            \n",
    "        print(\"\")\n",
    "        print(f\"{symbol}: {website}\")\n",
    "        print(summary)"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "temporal-clerk",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Historical prices"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "1fdfac4c-62cd-4bd3-b7df-41ba67263798",
   "metadata": {},
   "outputs": [],
   "source": [
    "import math\n",
    "from gamestonk_terminal.stocks.comparison_analysis import yahoo_finance_view\n",
    "\n",
    "for i in range(math.ceil(len(finviz_similar)/4)):\n",
    "    yahoo_finance_view.display_historical(\n",
    "        similar_tickers=finviz_similar[4*(i):4*(i+1)],\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "2a07f866-7939-4fb7-8b14-c0701087a8ae",
   "metadata": {},
   "source": [
    "### Historical correlation"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "eb1850dc-1d62-4ad4-971f-1bbce6209726",
   "metadata": {},
   "outputs": [],
   "source": [
    "from matplotlib import pyplot as plt\n",
    "\n",
    "plt.figure(figsize=(25,10))\n",
    "yahoo_finance_view.display_correlation(\n",
    "        similar_tickers=finviz_similar,\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "21005668-7f21-4884-a231-846130695602",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Historical volumes"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "a7bf528c-427c-4d84-8cb9-ec5656f920e1",
   "metadata": {},
   "outputs": [],
   "source": [
    "for i in range(math.ceil(len(finviz_similar)/4)):\n",
    "    yahoo_finance_view.display_volume(\n",
    "        similar_tickers=finviz_similar[4*(i):4*(i+1)],\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "6e370470-8014-4e97-95f2-13b4f66645c5",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Overview"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "f82b7162-f7e5-4d5c-8ca9-50466f789f48",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_view\n",
    "\n",
    "finviz_compare_view.screener(\n",
    "        similar=finviz_similar,\n",
    "        data_type=\"overview\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "5277ae24-b7d7-48e6-b46c-fcffdf84631f",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Valuation"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "caed21ad-a31d-4063-a4cb-f5b6fd1c63ed",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_view\n",
    "\n",
    "finviz_compare_view.screener(\n",
    "        similar=finviz_similar,\n",
    "        data_type=\"valuation\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "98030d12-9a77-4f08-b4ad-2c558d9ad225",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Financial"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "e98bf90d-bf2b-4eea-b533-08211e8eec47",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_view\n",
    "\n",
    "finviz_compare_view.screener(\n",
    "        similar=finviz_similar,\n",
    "        data_type=\"financial\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "f7cf8774-5162-47ea-8bfe-5005ed2fb9d9",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Ownership"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "d3f90d1f-7a40-403f-bf3e-17703e151f4b",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_view\n",
    "\n",
    "finviz_compare_view.screener(\n",
    "        similar=finviz_similar,\n",
    "        data_type=\"ownership\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "c1833238-5ea8-486b-a6e7-6043e7c0aa0e",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Performance"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "62057b47-2364-49ed-80e7-7d6938f2819d",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_view\n",
    "\n",
    "finviz_compare_view.screener(\n",
    "        similar=finviz_similar,\n",
    "        data_type=\"performance\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "6d0494c0-e66a-414a-ba2d-89e4072e1a8f",
   "metadata": {
    "tags": []
   },
   "source": [
    "### Technical"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "1178a080-83ce-4170-a355-9faa8cf9abe6",
   "metadata": {},
   "outputs": [],
   "source": [
    "from gamestonk_terminal.stocks.comparison_analysis import finviz_compare_view\n",
    "\n",
    "finviz_compare_view.screener(\n",
    "        similar=finviz_similar,\n",
    "        data_type=\"technical\",\n",
    "    )"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "sought-phase",
   "metadata": {},
   "outputs": [],
   "source": [
    "!jupyter nbconvert {report_name + \".ipynb\"} --to html --no-input"
   ]
  }
 ],
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