Daliy-Stock-Email-with-quant

This project is an automated system that sends daily emails summarizing the stock market data of your holdings and watchlist and rank them with my trading algorithm. It utilizes the yfinance for fetching stock prices, and SMTP for email delivery. The email contains details on your current holdings and watchlist, providing useful metrics like earnings, P/E ratios, and target price earnings potential.

Features

• Daily Automated Stock Emails: Sends a detailed summary of your stock holdings and watchlist on trading days.

Holdings Data

	Ticker	CurrentPrice	AveragePrice	Shares	TargetMedianPrice	ForwardPE	EarningCoefficient	Earning	EarningRate	TargetEarningRate	EarningCoefficientRank
1	AMD	136.24	147.73	12	184.500	26.509449	1.718232	-137.88	-8.43%	35.42%	1.0
2	QCOM	156.40	153.57	5	200.000	12.630024	1.581188	14.15	1.81%	27.88%	2.0
0	ASML	670.48	699.95	1	886.287	28.834303	1.394849	-29.47	-4.40%	32.19%	3.0
4	NVDA	135.34	135.00	1	175.000	30.627184	1.367748	0.34	0.25%	29.30%	4.0
5	MSFT	422.99	416.61	3	500.000	28.131836	1.340007	19.14	1.51%	18.21%	5.0
3	PYPL	86.57	79.45	15	90.000	17.712496	1.076854	106.80	8.22%	3.96%	6.0

Watchings Data

	Ticker	CurrentPrice	TargetMedianPrice	ForwardPE	EarningCoefficient	TargetHigh	TargetLow	TargetEarningRate	EarningCoefficientRank
5	LRCX	71.57	95.0	16.994268	1.534127	114.0	75.0	32.74%	1.0
2	TSM	181.19	240.0	20.391123	1.371089	265.0	180.0	32.46%	2.0
0	NVDA	135.34	175.0	30.627184	1.367748	220.0	125.0	29.30%	3.0
1	GOOG	170.82	207.0	19.090216	1.252738	225.0	167.8	21.18%	4.0
6	AMZN	205.74	235.0	33.432080	1.148664	285.0	180.0	14.22%	5.0
3	LLY	788.19	1005.0	34.877857	1.013006	1250.0	580.0	27.51%	6.0
4	ARM	133.37	159.5	65.021420	0.416678	200.0	66.0	19.59%	7.0

• Performance Metrics: Calculates metrics such as earnings rate, target earnings rate, and earnings coefficient rank, with self-designed algorithm.
• Scheduling: Automates email sending at three specific times throughout the day.

Requirements

• Python 3.x

Install the dependencies via conda:

PS ...\Daliy-Stock-Email-with-quant> conda env create -f environment.yml

Setup

1. Email Configuration: Add a config.json file under the config/ directory with the following structure:

   {
     "sender_email": "your_email@gmail.com",
     "sender_password": "your_password",
     "smtp_server": "smtp.gmail.com",
     "smtp_port": 587,
     "receiver_email": "receiver_email@gmail.com",
     "holding_path": "config/Holdings.xlsx",
     "watching_path": "config/Watching_list.xlsx"
   }

2. Adapt Holdings and Watchlist Excel Files: Ensure your holdings and watchlist are saved in separate Excel files with the required columns:

   • Holdings file should contain columns: Ticker, AveragePrice, Shares
   • Watchlist file should contain column: Ticker

Quick Start

Start by running dailyReport.py

...\Daliy-Stock-Email-with-quant> python src/dailyReport.py

Earning Coefficient

$$ EarningCoefficient=ln(e\times \frac{Target\ High\ Price}{Current\ Price})\times ln(e\times \frac{Target\ Low\ Price}{Current\ Price}) $$

IMPORTANT LEGAL DISCLAIMER

This repo is based on yfinance:

yfinance is not affiliated, endorsed, or vetted by Yahoo, Inc. It's an open-source tool that uses Yahoo's publicly available APIs, and is intended for research and educational purposes.