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Warren Buffett's Owner Earnings Analysis Tool - Calculate true economic earnings for any stock

Project description

MarketSwimmer - Owner Earnings Analysis Tool 🏊‍♂️📈

A comprehensive tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data.

v2.1.0 - What's New

Complete Data Processing Pipeline: Automated XLSX-to-CSV conversion for seamless workflow
Real Quarterly Data: Proper quarter-by-quarter financial analysis (not just annual duplicates)
Professional Visualizations: 3 chart types with recent years focus
Smart Download Detection: Automatically detects XLSX files in Downloads folder
Clean Color Scheme: Improved white/blue theme for better readability

📦 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)

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