investormate 0.1.1

AI-powered stock analysis package combining data, technical indicators, and multi-provider AI analysis

InvestorMate 🤖📈

AI-Powered Stock Analysis in Python

InvestorMate is the only Python package you need for comprehensive stock analysis - from data fetching to AI-powered insights.

"Ask any question about any stock and get instant AI-powered insights"

✨ Features

• AI-Powered Analysis - Ask natural language questions about any stock using OpenAI, Claude, or Gemini
• Comprehensive Stock Data - Real-time prices, financials, news, and SEC filings via yfinance
• 60+ Technical Indicators - SMA, EMA, RSI, MACD, Bollinger Bands, and more via pandas-ta
• Financial Ratios - Auto-calculated P/E, ROE, debt ratios, and profitability metrics
• Stock Screening - Find value stocks, growth stocks, or create custom screens
• Portfolio Analysis - Track performance, risk metrics, and allocation
• Market Summaries - Real-time data for US, Asian, European, crypto, and commodity markets

🚀 Quick Start

pip install investormate

from investormate import Investor, Stock

# AI-powered analysis
investor = Investor(openai_api_key="sk-...")
result = investor.ask("AAPL", "Is Apple undervalued compared to its peers?")
print(result)

# Stock data and analysis
stock = Stock("AAPL")
print(f"Price: ${stock.price}")
print(f"P/E Ratio: {stock.ratios.pe}")
print(f"RSI: {stock.indicators.rsi()}")

📦 Installation

# Basic installation
pip install investormate

# With development dependencies
pip install investormate[dev]

🔑 API Keys

InvestorMate supports multiple AI providers:

• OpenAI: Get your API key at https://platform.openai.com/api-keys
• Anthropic Claude: Get your API key at https://console.anthropic.com/
• Google Gemini: Get your API key at https://ai.google.dev/

You only need one API key to use the AI features.

📚 Documentation

• Quickstart Guide - Get started in 5 minutes
• API Reference - Complete API documentation
• AI Providers Guide - OpenAI, Claude, and Gemini setup
• Examples - Working code examples

🎯 Why InvestorMate?

Feature	InvestorMate	Other Solutions
Simplicity	One package, simple API	Need 5+ packages
AI-Powered	Built-in AI analysis	Manual analysis only
Provider Choice	OpenAI, Claude, Gemini	Locked to one provider
Setup Time	2 lines of code	Hours of configuration
Data Format	JSON-ready	Raw pandas DataFrames
Target Users	Everyone	Enterprise only

💡 Examples

Stock Analysis

from investormate import Stock

stock = Stock("TSLA")

# Basic info
print(stock.price)
print(stock.market_cap)
print(stock.sector)

# Financial statements
income_stmt = stock.income_statement
balance_sheet = stock.balance_sheet
cash_flow = stock.cash_flow

# Historical data
df = stock.history(period="1y", interval="1d")

AI-Powered Insights

from investormate import Investor

investor = Investor(openai_api_key="sk-...")

# Ask questions
result = investor.ask("NVDA", "What are the key revenue drivers?")

# Compare stocks
comparison = investor.compare(
    ["AAPL", "GOOGL", "MSFT"],
    "Which has the best growth prospects?"
)

# Analyze documents
result = investor.analyze_document(
    ticker="TSLA",
    url="https://example.com/earnings-report.pdf",
    question="Summarize Q4 earnings highlights"
)

Technical Analysis

from investormate import Stock

stock = Stock("AAPL")
df = stock.history(period="6mo")

# Add indicators
df = stock.add_indicators(df, [
    "sma_20", "sma_50", "rsi_14", "macd", "bbands"
])

# Or use individual methods
sma_20 = stock.indicators.sma(20)
rsi = stock.indicators.rsi(14)
macd = stock.indicators.macd()

Stock Screening

from investormate import Screener

screener = Screener()

# Pre-built screens
value_stocks = screener.value_stocks(pe_max=15, pb_max=1.5)
growth_stocks = screener.growth_stocks(revenue_growth_min=20)
dividend_stocks = screener.dividend_stocks(yield_min=3.0)

# Custom screening
results = screener.filter(
    market_cap_min=1_000_000_000,
    pe_ratio=(10, 25),
    roe_min=15,
    sector="Technology"
)

Portfolio Analysis

from investormate import Portfolio

portfolio = Portfolio({
    "AAPL": 10,
    "GOOGL": 5,
    "MSFT": 15,
    "TSLA": 8
})

print(f"Total Value: ${portfolio.value:,.2f}")
print(f"Sharpe Ratio: {portfolio.sharpe_ratio:.2f}")
print(f"Allocation: {portfolio.allocation}")

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

⚠️ Disclaimer

InvestorMate is for educational and research purposes only. It is not financial advice. AI-generated insights may contain errors or hallucinations. Always verify information and consult with a qualified financial advisor before making investment decisions.

🌟 Support

If you find InvestorMate useful, please give it a star on GitHub!

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Made with ❤️ by the InvestorMate community