FundamentalStocks

This project is about automating my manual EXCEL and data research based fundamental stock valuation for stock picking of value and growth stocks. For this I use the FinancialModelingPrep-API, a PostgreSQL database and an AI system based on a LLM by MistralAI.

The project is ongoing, therefore only a short outlook on the roadmap.

Roadmap

Step 1: Create project and setup Postgres ✅

• Postgres successfully installed on local machine
• PW is stored in system variable
• Basic functions and table creation SQL-code written in Python

Step 2: Fill initial Databases ✅

• Databases for stock, company_info, stock-prices and outstanding_shares created and filled via FMP-API
• INSERT and UPDATE commands with foreign key created in Python
• First tests created

Step 3: Notebook SQL Analysis ✅

• Advanced analytical SQL commands on existing basic SQL datasets with JOINS, GROUPBY and WINDWO Function in Jupyter notebook
• Exercice only!
• Example SQL queries can be found here LINK

Step 4: Get Income, Balance and Cashflow Data

Step 4: Calculate several Fundamental Valuations

Step 5: Visualize Information

Step 6: Use AI system for Evaluation and further info

Step 7: Build interactive Dashboard with Streamlit