Fin-Maestro-Kin v0.4.1

Summary

Version v0.4.1 introduces the Valuation Engine module (Phase 1), enabling programmatic fair value estimation of stocks using standardized models. This release lays the groundwork for deeper financial analysis by providing endpoints for widely used valuation methods, along with a new verdict endpoint to help users assess a stock’s attractiveness. Additionally, it deprecates legacy endpoints related to options sentiment analysis.

Changes Made

1. Introduction of the Valuation Engine

   • Added support for foundational valuation methodologies:
     • Earnings-based valuation using normalized Earnings Per Share (EPS).
     • Graham's formula valuation based on publicly available financial metrics.
   • Enables programmatic access to fair value estimation logic via dedicated API endpoints.

2. New API Endpoints

   • /valuations/graham/{symbol}
     Computes intrinsic value using Graham’s formula.
   • /valuations/earnings/{symbol}
     Calculates valuation as per earnings for a specific stock based on its P&L statement, particularly the Earnings Per Share (EPS) metric.
   • /valuations/get-valuation-verdict/{symbol}
     Returns a verdict-style summary stating whether the stock appears undervalued, overvalued, or fairly priced based on computed valuations vs. current market price.

3. Deprecated Endpoints

   • /sentiment/pcr-indice-analysis
   • /sentiment/pcr-stocks-analysis/{symbol}

Impact

• Automated Investment Insights: The verdict endpoint offers an at-a-glance evaluation of a stock’s value proposition.
• Stronger Foundations: Lays the analytical groundwork for more advanced checklist and scoring modules in future versions.

Docker Image Update

• Pushed updated Docker image with version v0.4.1, tagged as latest, ensuring users have access to the most recent features and fixes:
  • devfinwiz24/fin-maestro-kin:v0.4.1
  • devfinwiz24/fin-maestro-kin:latest (points to v0.4.1)

Contributors

• @devfinwiz