marketswimmer 2.5.3

Modern Python tool for Buffett's Owner Earnings, DCF fair value, and robust quarterly analysis.

MarketSwimmer - Owner Earnings Analysis Tool 🏊‍♂️📈

A comprehensive Python tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data, now with robust quarterly support, enhanced fair value calculation, and professional visualizations.

🚀 What's New in v2.5.2 (2025-08-16)

• Accurate Quarterly Analysis: Full quarter-by-quarter extraction and charting (no more Q1-only bug!)
• Improved Fair Value DCF: Enhanced scenario modeling and balance sheet adjustments
• Cleaner Repo & Packaging: Streamlined for PyPI, with automated cleanup and build scripts
• GUI & CLI: Modern PyQt6 GUI and powerful command-line interface
• Professional Visualizations: Multiple chart types, improved color schemes, and export options

Key Features

• 📊 Owner Earnings & DCF Analysis: 10-year average, scenario-based, and per-share valuation
• 🗂️ Automated Data Pipeline: XLSX-to-CSV conversion, smart file detection, and logging
• 🖥️ GUI & CLI: Easy-to-use interface and full command-line support
• 📈 Charts & Reports: High-quality PNG charts and CSV exports for any ticker
• 🔍 Open Source & Extensible: MIT licensed, Python 3.8+, easy to extend

Quick Start

pip install marketswimmer
marketswimmer gui
marketswimmer analyze TICKER

📦 Installation

pip install marketswimmer

� Quick Start

Command Line Usage

# Launch GUI
marketswimmer gui

# Process downloaded data
python process_financial_data.py TICKER

# Create visualizations
marketswimmer visualize --ticker TICKER

# Full analysis
marketswimmer analyze TICKER

GUI Workflow

1. Launch GUI: marketswimmer gui or double-click launch_clean_gui.bat
2. Select Ticker: Choose a stock symbol (e.g., AAPL, MSFT, BRK.B)
3. Download Data: System opens StockRow page for manual data download
4. Process Data: Run python process_financial_data.py TICKER
5. Analyze: Use GUI "Calculate Owner Earnings" and "Create Visualizations" buttons

📊 Output Files

• Charts: charts/[ticker]_*.png - Visual analysis charts
• Data: data/owner_earnings_*.csv - Raw analysis data
• Logs: logs/marketswimmer_*.log - Application logs

💡 Owner Earnings Formula

Owner Earnings = Net Income + Depreciation/Amortization - CapEx - Working Capital Changes

🎯 Features

• ✅ Ticker-specific analysis
• ✅ Annual and quarterly data processing
• ✅ Professional visualizations
• ✅ Automated chart generation
• ✅ Clean directory organization
• ✅ Comprehensive logging

📋 Requirements

• Python 3.12+
• pandas, matplotlib, seaborn
• PyQt6 (for GUI)
• Internet connection (for data download)