stocks-analysis

Stocks analysis using python packages

Jupyter notebooks

yf_ta_part1

This notebook plots the following stock charts:

1. Price and Volume charts
2. Price, SMA, and EMA charts
3. Price, SMA-50, and SMA-200 charts

yf_ta_part1.properties under config folder has the following parameters that you can configure to pass to the notebook:

• TICKER - Ticker symbol, e.g., MSFT, this must be a ticker symbol
• START - start date, e.g. 2021-01-01. This property needs to be adjusted for a ticker as some of them may not have older data
• TEMPLATE - template for display, it must be one of plotly's template types, e.g. plotly_dark, check Theming and templates in Python for other templates
• TICKERS  -  list of similar stocks to compare performance. You can also add an index such as Nasdaq 100 (^NDX) to the list

Stock Technical Analysis uses the following main packages:

• yfinance - reading stocks data
• TA Lib - Technical Analysis, e.g., SMA, EMA calculations
• plotly - plotting graphs
• jproperties - reading the property file
• pandas - date utilities

An example of a chart showing Price and Volume:

Medium Article

• Plot Moving Averages using Python APIs

yf_ta_part2

This notebook plots the following stock charts:

1. Candlestick
2. RSI and Volume
3. Bollinger Bands
4. MACD

Medium Article

• Plot Candlestick, RSI, Bollinger Bands, and MACD charts using yfinance Python API

av_insert_earnings

This notebook inserts Earnings data into MongoDB Atlas database

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• Company Earnings and Income Dashboards with MongoDB and Alpha Vantage API

av_insert_income_statements

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• Company Earnings and Income Dashboards with MongoDB and Alpha Vantage API

fh_analyst_trends

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• Plot Recommendation Trends from Finnhub using Plotly Library for Python

yf_wacc, av_wacc

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• Calculate Weighted Average Cost of Capital (WACC) using Python APIs

yf_dcf, yf_dcf_v2, av_dcf

Medium Article

• How to Calculate Intrinsic Value of a Stock Using DCF model in Python

yf_stock_picker_p1

Medium Article

• A Simple Stock Picking Strategy with 6 key Financial Metrics - Part 1

yf_stock_picker_p2

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• A Simple Stock Picking Strategy with 6 key Financial Metrics - Part 2

dividend_scanner

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• Scan for ASX dividend stocks with 5 Key Financial Metrics

yf_dashboard

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• Creating a simple Stock Portfolio Dashboard in Python

yf_valuation

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• Historical P/E Ratio as a Valuation Analysis Technique

yf_stock_screener

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• Fundamental Analysis for ranking Stocks with Python API

yf_piotroski_score

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• Piotroski Score to find value stocks with Python API

sec_load_findata.ipynb

Medium Article

• Accessing company financials using the SEC Financial Statement Data Sets

sec_load_findata_p2.ipynb

Medium Article

• Accessing company financials using the SEC Financial Statement Data Sets - Part 2 (Enhancements)

yf_altman_z-score.ipynb

Medium Article

• How to calculate Altman Z-Score using yfinance Python API

av_altman_z-score_historical, av_save_fin_reports

Medium Article

• How to calculate historical Altman Z-Score using Python

sec_findata_firestore_load.ipynb, sec_findata_firestore_read.ipynb

Medium Article

• Accessing company financials using the SEC Financial Statement Data Sets — Part 3 (Enhancements)