Lamalyse

About

This project is basically about learning programming. But learning programming just like that is boring. So lets earn some money on the way :) The goal ist to display the top 5 Stocks and top 5 ETF's of the day. The idea is to buy them at a point where they are in a price low. For getting this information we will analyse thousands of Stocks and ETF's and get the results on a daily base. Later we can go for results by our or even by minute.

Installation

Create a file src/settings.py you can take src/settings_example.py as an example or just rename it Go to rapid [https://rapidapi.com/apidojo/api/yahoo-finance1](api yahoo finance)

git clone https://github.com/floe23/lamainvest.git
cd lamainvest
pip install -r requirements.txt

How to start

python start_lamainvest.py There will be a csv file generated you find in src/data.csv You can import this csv in Excel or a google sheet if you like an analyse it

Stock example json:

newJsonData = {
        'totalRating' : 0,
        'buyRating' : 0,
        'buySuggestion' : 0,
        'shortName' : 0,
        'dividendYieldRating' : 0,
        'stockPriceFiveYearChange' : 0,
        'stockPriceThreeYearChange' : 0,
        'stockPriceOneYearChange' : 0,
        'earningsYearlyRating' : 0,
        'earningsQuarterlyRating' : 0,
        'peRating' : 0,
        'payoutRatioRating' : 0,
        'returnOnEquityRating' : 0,
        'revenueYearlyRating' : 0,
        'price' : 0,
        'stockSymbol' : 0,
        'returnOnEquity' : 0,
        'dividendYield' : 0,
        'priceToEarnings' : 0,
        'payoutRatio' : 0,
        'yearlyRevenueTendency' : 0,
        'yearlyEarningsTendency' : 0,
        'quarterlyEarningsTendency' : 0,
        'priceMax' : 0,
    }

Notes

First I implemented a google sheet manager, but the api was very slow, so for now The googleSheetManager enters you data on a google spreadsheet the credentials for the google sheet you find in credentials

Testing:

there is one script for analysing the detail and one for the history which are the main two yahoo finance functions

Testing on the hightest level you do via pytest test/test_lamainvest.py all these tests here run without real api calls, instead with the data of json files for real api testing we go for pytest test/test_lamainvest_slow.py other test files you find in src/test The tests have to be run from root

Todo:

create csv with date last 5 year growth
format output summerize ratings
check etf
do check of 1000 companies improve api ApiManager test csv creator Rating: value earnings, revenue and dividend yield higher negative stock price developement should be part of ratings Add news for 5 top dividend stocks
only display 5 top dividend stocks write blog article freecodecamp.org
call one etf and get the data more interesting stocks
check all etfs
differ between small and big companies? use a percentage? decisiont tree ai to predict course? Display graphs automatic news for the stocks

Background Knoledge

peRating --> the time it needs to get your money back dividendYieldRating --> basically how much dividends are payed, if the price goes down the dividen yield goes up, so its difficult to say, it should be between 2% and 5% payoutRatioRating --> relation of earnings and dividends, should be lower then 60% if the payout ratio goes close to 100% the company is not able to do any investements anymore returnOnEquityRating --> it tells you how much profit the company does with the shareholders equity, how much profit does the company makes per, the roe should be constantly high, check double digits ROIC = net (income - dividends) / total capital