StockHoldAnalysis
Stock analysis, logic and guidance for long-term holding of a stock market asset trading on US stock exchanges i.e. Nasdaq etc.
Helps manage a stock as a stand-alone portfolio
Summary
Usage
See test file for example ticker, test file
Analysis output is: https://github.com/vamseeachanta/stockhold/blob/master/docs/2022-11-26_RIG_Analysis.png
See a test file to see how to perform analysis
Technical Details
Mapping Dashboard UI to the financial analysis
| Analysis | Code class | Code object | Current Status | Description |
|---|---|---|---|---|
| Insider Insider Cost and Volumes |
fc.fanalysis | insider_df_buy insider_df_sell |
done | - [x] ok? |
| Insider Relation |
fc.fanalysis | insider_analysis_by_relation_df | done | - [x] ok? |
| Insider Timeline |
fc.fanalysis | insider_analysis_by_timeline_df | done | - [x] ok? |
| Insider Relative Buy |
fc.fanalysis | insider_df_buy | done | - [x] ok? |
| Insider Relative Sell |
fc.fanalysis | insider_df_sell | done | - [x] ok? |
| Institution Institution |
fc.fanalysis | df_institutional_holders | done | - [x] ok? |
| Price Price |
fc.fanalysis | ta | done | - [x] ok? |
| Technical Volume |
fc.fanalysis | ta | done | - [x] ok? |
| Technical cfm |
fc.fanalysis | ta | done | - [x] ok? |
| Technical eom |
fc.fanalysis | ta | done | - [x] ok? |
| Technical wt_price |
fc.fanalysis | ta | done | - [x] ok? |
| Technical volatility |
fc.fanalysis | ta | done | - [x] ok? |
| Technical volatility_hi_low |
fc.fanalysis | ta | done | - [x] ok? |
| Technical ulcer |
fc.fanalysis | ta | done | - [x] ok? |
| Technical strength |
fc.fanalysis | ta | done | - [x] ok? |
| Option Call |
fc.fanalysis | df_call_analysis | done | - [x] ok? |
| Option Put |
fc.fanalysis | TBA | done | - [x] ok? |
Debt
Library TODO list to keep track of ideas.
TODO
- Add summary for all key analysis to help make faster decisions.
- Add insider ranking for relative comparison between tickers
- Troubleshoot SEC data import. Advise users to put appropriate headers to avoid lock-out by SEC websites
- Add Logic Flowchart
References
https://www.lynalden.com/covered-calls/
Getting into and out of stocks: https://www.marketwatch.com/story/plan-now-when-to-get-back-into-stocks-11657920632
1 maintainer
Metadata
1 maintainer
Release files for stockhold 0.0.1
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Source distribution (sdist)
| File | Size | Uploaded | Provenance | Actions |
|---|---|---|---|---|
| stockhold-0.0.1.tar.gz | 43.6 kB | Without provenance | Details for stockhold-0.0.1.tar.gz |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Actions Reset |
|---|---|---|---|---|
| stockhold-0.0.1-py3-none-any.whl | Python 3 | none | any | Details for stockhold-0.0.1-py3-none-any.whl |
Total release size: 97.5 kB
Release files / stockhold-0.0.1.tar.gz
| Download URL | stockhold-0.0.1.tar.gz |
|---|---|
| Size | 43.6 kB |
| Tags | Source |
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SHA-256 checksum How to use checksums |
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Release files / stockhold-0.0.1-py3-none-any.whl
| Download URL | stockhold-0.0.1-py3-none-any.whl |
|---|---|
| Size | 53.9 kB |
| Tags | Python 3 |
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SHA-256 checksum How to use checksums |
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