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_Trader_ is a command line tool build with [node](http://nodejs.org) to crawl equity data and to rate equities with arbitrary rating systems. | ||
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## Installation | ||
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$ npm install trader | ||
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## How to use the CLI tool | ||
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$ trader -h | ||
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Usage: trader [options] | ||
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Options: | ||
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-h, --help output usage information | ||
-V, --version output the version number | ||
-p, --progress show a progress bar if possible (do not use progress if you want to pipe the output) | ||
-i, --input <importer> importer to use to fetch equities [dax] | ||
-o, --output <format> choose output format [table] | ||
-r, --rating <type> choose rating system [none] | ||
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### Importers | ||
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There are the following importers shipped with trader: | ||
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- __dax__: Import the 30 DAX equities from Frankfurt Stock Exchange | ||
- __downjones__: Import Dow Jones from Frankfurt Stock Exchange | ||
- __index__(indexName, stockMarket=FSE): Import all equities of an index | ||
- __jsonfile__(filename): Import equities from a JSON file with the same format of the JSON output formatter | ||
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### Output Formatters | ||
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There are the following output formatters shipped with trader: | ||
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- __table__: Prints a text table (does not contain the full equity data though) | ||
- __json__: Output JSON | ||
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### Rating Systems | ||
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There are the following rating systems shipped with trader: | ||
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- __orderby__(factName, descending=true): Order equities by a fact in the latestFact object. | ||
- __levermann__(indexName): Rating system according to Susanne Levermann's book "Der entspannte Weg zum Reichtum" | ||
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## Data Format | ||
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An equity object should contain the following attributes: | ||
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{ | ||
isin: The ISIN unique equity id | ||
wkn: The WKN unique equity id | ||
name: The name of the equity | ||
currency: e.g. EUR or USD | ||
latestPrice: The current price (as realtime as possible) | ||
monthlyPrices: [...] Array of monthly prices of the first day in each month of the last 12 months starting with the price at the beginning of the current month. | ||
dailyPrices: [...] Array of daily prices at the beginning of each day in the last 30 trading(!) days starting with the price of the last ended trading day. | ||
latestFacts: { | ||
year: The year of the facts | ||
pbRatio: P/B ratio (german: KBV) | ||
peRatio: P/E ratio (german: KGV) | ||
dividendPerShare: (german: Dividende pro Aktie) | ||
returnOfEquity: (german: Eigenkapitalrendite) | ||
ebitMargin: (german: EBIT Marge) | ||
ebitdaMargin: (german: EBITDA Marge) | ||
equityRatio: (german: Eigenkapitalquote) | ||
marketCap: (german: Marktkapitalisierung) | ||
earningsPerShare: (german: Ergebnis je Aktie) | ||
dynamicPeRatio: (german: Dynamisches KGV) | ||
cashflowPerShare: (german: Cashflow je Aktie) | ||
pcfRatio: price / cashflow ratio (german: KCV) | ||
psRatio: price sales ratio (german: KUV) | ||
profitGrowth: (german: Gewinnwachstum) | ||
salesGrowth: (german: Umsatzwachstum) | ||
dividendYield: (german: Dividendenrendite) | ||
returnOnSales: (german: Brutto-Umsatzrendite) | ||
employees: number of employees | ||
sales: (german: Umsatz) | ||
cashfowMargin: (german: Cashflow-Marge) | ||
debtEquityRatio: (german: Verschuldungsgrad) | ||
dynamicDebtEquityRatio: (german: Dynamischer Verschuldungsgrad) | ||
cfroi: Cashflow Return-on-Investment | ||
} | ||
historicFacts: [{},...] Array containing the same objects as latestFacts but with facts of the last years, latestFacts is not included in this list | ||
} | ||
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If some values cannot be retrieved they will be null. | ||
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## Running Tests | ||
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$ grunt simplemocha | ||
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## License | ||
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(The MIT License) | ||
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Copyright (c) 2013 Mario Volke <info@mariovolke.com> | ||
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Permission is hereby granted, free of charge, to any person obtaining | ||
a copy of this software and associated documentation files (the | ||
'Software'), to deal in the Software without restriction, including | ||
without limitation the rights to use, copy, modify, merge, publish, | ||
distribute, sublicense, and/or sell copies of the Software, and to | ||
permit persons to whom the Software is furnished to do so, subject to | ||
the following conditions: | ||
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The above copyright notice and this permission notice shall be | ||
included in all copies or substantial portions of the Software. | ||
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THE SOFTWARE IS PROVIDED 'AS IS', WITHOUT WARRANTY OF ANY KIND, | ||
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF | ||
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. | ||
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY | ||
CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, | ||
TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE | ||
SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. |
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