project-eden 0.1.0

Project Eden is a fundamental analysis engine, empowering investors to make smarter investment decisions.

Project Eden is a fundamental analysis engine that empowers investors to make smarter investment decisions by ingesting and analyzing financial data from publicly traded companies.

Features

• Financial Data Ingestion: Automatically fetch financial data for any publicly traded company

• Database Management: Create and manage database tables for financial data storage

• CLI Interface: Easy-to-use command-line interface for all operations

• Flexible Data Periods: Support for quarterly and fiscal year data

• Batch Processing: Process multiple companies at once or all SEC-registered companies

Requirements

• Python 3.12+

• Poetry (for dependency management)

Installation

1. Clone the repository:

   git clone <repository-url>
   cd project_eden

2. Install Poetry (if not already installed):

   # On Windows
   powershell -ExecutionPolicy ByPass -c "irm https://install.python-poetry.org | iex"
   
   # On macOS/Linux
   curl -sSL https://install.python-poetry.org | python3 -

3. Install dependencies:

   poetry install

4. Activate the virtual environment:

   poetry shell

Usage

Project Eden provides a command-line interface through the eden command.

Initialize Database and Ingest Data

To set up the database and start ingesting financial data:

# Initialize with all publicly traded companies
eden init

# Initialize with specific tickers
eden init AAPL MSFT GOOG

# Initialize with tickers from a file
eden init --file tickers.txt

# Initialize with specific data period
eden init --period quarter AAPL MSFT

Create Database Tables

To create database tables without ingesting data:

# Create all tables
eden create

# Create specific tables
eden create table1 table2

Ingest Financial Data

To ingest financial data for specific companies:

# Ingest data for specific tickers
eden ingest AAPL MSFT GOOG

# Ingest data for all publicly traded companies
eden ingest

# Ingest data from a file of tickers
eden ingest --file portfolio_tickers.txt

# Ingest only quarterly data
eden ingest --period quarter AAPL

# Ingest only fiscal year data
eden ingest --period fy AAPL

Command Options

All commands support the following options:

• --config, -c: Path to configuration file (default: db/db/config.json)

• --help: Show help information for any command

For data ingestion commands:

• --file, -f: Path to file containing ticker symbols (one per line)

• --period, -p: Data period to ingest (quarter, fy, or all)

Configuration

The application uses a JSON configuration file located at project_eden/db/db/config.json. You can specify a custom configuration file using the --config option.

Example configuration files are available in the project_eden/db/ directory:

• config_example.json - Template configuration file

• config_dev.json - Development configuration

• config_scratch.json - Scratch/testing configuration

Development

This project uses Poetry for dependency management and includes development tools:

• Black: Code formatting (line length: 99 characters)

• Python 3.12: Target Python version

To contribute:

1. Install development dependencies:

   poetry install --with dev

2. Format code with Black:

   poetry run black .

3. Run the CLI in development mode:

   poetry run python -m project_eden.cli

Project Structure

project_eden/
├── assets/                 # Project assets (logos, images)
├── project_eden/          # Main package
│   ├── cli.py            # Command-line interface
│   ├── db/               # Database modules
│   │   ├── config.json   # Configuration files
│   │   ├── create_tables.py
│   │   ├── data_ingestor.py
│   │   └── utils.py
│   └── __init__.py
├── scripts/              # Utility scripts
├── pyproject.toml        # Project configuration
└── README.rst           # This file

Author

• George Labaria

License

This project is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0). For those who do not wish to adhere to the AGPL’s open-source requirements, a separate commercial license is available. Please contact the author to discuss licensing options. See the AGPL-3.0 text here: https://www.gnu.org/licenses/agpl-3.0.en.html

Getting Help

For more information on any command, use the --help option:

eden --help
eden init --help
eden ingest --help
eden create --help