Stock Analysis Package 📈

A powerful and user-friendly Python-based stock analysis tool designed to empower investors and financial analysts with comprehensive insights for informed decision-making in the dynamic world of stock markets.

🚀 Features

📊 Technical Analysis Tools

• Moving Averages: Calculate and visualize moving averages with customizable windows
• MACD Analysis: Moving Average Convergence/Divergence with signal line and histogram
• Bollinger Bands: Upper and lower bands with standard deviation analysis
• RSI (Relative Strength Index): Momentum oscillator for overbought/oversold conditions

📈 Data Visualization

• Interactive Candlestick Charts: Professional-grade price charts using Plotly
• Multiple Chart Types: Support for various technical indicators overlay
• Customizable Date Ranges: Flexible plotting with date range selection

📰 Market Intelligence

• Latest News Integration: Fetch and display relevant stock news
• Real-time Data: Access to current market data via Yahoo Finance API

🛡️ Robust Error Handling

• Input Validation: Comprehensive validation for stock symbols and dates
• Date Range Checks: Ensures requested dates are within valid ranges
• Symbol Verification: Validates stock symbols and excludes non-equity instruments

📦 Installation

Prerequisites

• Python 3.7 or higher (Python 3.8+ recommended)
• pip package manager
• Git (for cloning the repository)

Quick Setup

1. Clone or download the project files
2. Install all dependencies at once:

pip install -r requirements.txt

3. Import the package:

import StockAnalysisPackage as sap

🎯 Quick Start

Basic Usage

# Import the package
import StockAnalysisPackage as sap

# Create a stock analysis object
stock = sap.StockAnalysis(
    symbol='AAPL',           # Stock symbol
    start_date='2023-01-01', # Start date (YYYY-MM-DD)
    end_date='2023-12-31'    # End date (YYYY-MM-DD)
)

# Fetch stock data
stock.fetch_stock_data()

# Calculate technical indicators
stock.calculate_moving_average(window=20)
stock.calculate_macd()
stock.calculate_bollinger_bands()
stock.calculate_rsi()

# Visualize data
stock.visualize_data(options="ma")  # Moving average overlay
stock.visualize_data(options="macd")  # MACD chart
stock.visualize_data(options="bollinger_bands")  # Bollinger Bands
stock.visualize_data(options="rsi")  # RSI indicator

# Get latest news
stock.get_latest_news()

📋 API Reference

StockAnalysis Class

Constructor

StockAnalysis(symbol, start_date, end_date)

• symbol (str): Stock ticker symbol (e.g., 'AAPL', 'GOOGL')
• start_date (str): Start date in 'YYYY-MM-DD' format
• end_date (str): End date in 'YYYY-MM-DD' format

Methods

fetch_stock_data()

Fetches historical stock data from Yahoo Finance.

• Validates stock symbol and date ranges
• Returns DataFrame with OHLCV data

calculate_moving_average(window=21)

Calculates moving average over specified window.

• window (int): Period for calculation (default: 21)

calculate_macd(short_window=13, long_window=33, signal_window=9)

Calculates MACD indicator with customizable parameters.

• short_window (int): Short-term EMA period (default: 13)
• long_window (int): Long-term EMA period (default: 33)
• signal_window (int): Signal line period (default: 9)

calculate_bollinger_bands(window=20, num_std=2)

Calculates Bollinger Bands with standard deviation.

• window (int): Moving average period (default: 20)
• num_std (int): Number of standard deviations (default: 2)

calculate_rsi(window=14)

Calculates Relative Strength Index.

• window (int): RSI calculation period (default: 14)

visualize_data(plot_start=None, plot_end=None, options=None)

Creates interactive charts with various options.

• plot_start (str): Plot start date (optional)
• plot_end (str): Plot end date (optional)
• options (str): Chart type - "ma", "macd", "macd_hist", "bollinger_bands", "rsi"

get_latest_news()

Fetches and displays latest news related to the stock.

📊 Visualization Options

The visualize_data() method supports multiple chart types:

• Default: Basic candlestick chart
• "ma": Candlestick with moving average overlay
• "macd": MACD line and signal line
• "macd_hist": MACD histogram
• "bollinger_bands": Candlestick with Bollinger Bands
• "rsi": RSI indicator with overbought/oversold levels

🔍 Error Handling

The package includes comprehensive error handling for:

• Invalid Stock Symbols: Non-existent or non-equity tickers
• Date Range Errors: Dates outside valid ranges or future dates
• Missing Data: Attempts to visualize uncalculated indicators
• Network Issues: Connection problems with Yahoo Finance API

🛠️ Troubleshooting

Common Issues

Import Errors

If you encounter import errors, ensure all dependencies are installed:

pip install -r requirements.txt

Yahoo Finance API Issues

• Rate Limiting: The Yahoo Finance API has rate limits. If you encounter errors, wait a few minutes before retrying.
• Network Connectivity: Ensure you have a stable internet connection for data fetching.

Plotly Display Issues

• Jupyter Notebook: For Jupyter notebooks, ensure you have the required extensions:

pip install jupyter-dash
jupyter labextension install jupyterlab-dash

Date Format Issues

• Always use 'YYYY-MM-DD' format for dates
• Ensure dates are within valid ranges for the selected stock

📝 Example Usage

See StockPackageCheck.ipynb for comprehensive examples demonstrating:

• Error handling scenarios
• All technical indicators
• Various visualization options
• News fetching functionality

📄 License

This project is for educational purposes as part of FE520 coursework.

🙏 Acknowledgments

• Yahoo Finance API: For providing real-time market data
• Plotly: For interactive charting capabilities
• Pandas: For data manipulation and analysis

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Note: This package is designed for educational and research purposes. Always conduct thorough analysis and consider consulting with financial professionals before making investment decisions.