USIA(US STOCK INVESTMENT ASSISTANT)

Description

Python package for investment assistance.

Reference

• yahooquery API for yahoo finance https://yahooquery.dpguthrie.com/
• financewebreader https://github.com/financedata-org/FinanceDataReader

Architecture

• main.py
• usia
  • portfolio.py
  • ticker_serach.py
  • financial_statement.py
• data
  • nyse_tickers: tickers in NYSE index
  • nasdaq_tickers: tickers in NASDAQ index
  • sector_name.txt: name of sectors include stocks

Functions

1. Analyze portfolio

Visualize your portfolio.
And calculate average yield of your portfolio's stocks.

• Code

  import usia
  start='2023-01-01'
  end='2023-06-20'
    
  """1. Create portfolio from csv"""
  path="data\public.csv"
  portfoilo=usia.portfolio(path,start,end)
  portfoilo.implement()

• Result
  

  Name	Profit Pencentage(%)
  AAPL	52.88
  F	24.96
  XOM	16.06
  AMZN	10.99
  GOOG	5.80
  KO	-1.91
  DIS	-10.51

2. Search tickers

Search tickers in NYSE, NASDAQ index.
And calculate yield of searched stocks.

• Code

  searched=usia.tickerSearch('NASDAQ','헬스케어 장비 및 용품').download(start,end,filter_percent=0.1)
  print(searched)

• Result

  Ticker	Profit
  NPCE	2.26
  BSGM	2.02
  APYX	1.76
  NNOX	1.70
  NSPR	1.59
  ...

3. Compare financials

Compare Key financials.
I selected PER, Forward PER, PBR, marketcap, freecashflow, PEGR, ROE, currentRatio as default financial indicators.

• Code

  sample=['AAPL','F','DIS','AMZN','KO','GOOG','XOM']
  result=usia.financialCompare(sample).keyFinancialTable()
  print(result)

• Result

  Ticker	PER	FPER	PBR	marketcap	freecashflow	PEGR	ROE	cRatio
  AMZN	299.48	71.43	NaN	1.290547e+12	9.030625e+09	4.47	0.03	0.92
  AAPL	31.36	28.01	NaN	2.909967e+12	8.379662e+10	2.54	1.46	0.94
  KO	26.99	23.58	NaN	2.649237e+11	9.134250e+09	3.34	0.37	1.15
  GOOG	27.52	23.09	NaN	1.567406e+12	5.586262e+10	1.54	0.23	2.35
  DIS	39.89	15.75	NaN	1.640006e+11	5.236875e+09	0.74	0.04	1.01
  F	19.48	8.57	NaN	5.689095e+10	2.655875e+09	1.01	0.06	1.20