stockhold 0.0.1

stock hold analysis

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