Financial Analyzer

Basic Overview

Have you ever wanted to automate your quantitative stock assessments? Val is an AI-powered program that analyses historical data to quickly calculate quantitative scores for your favorite stock symbols. Val is currently in production for version 1.0, which will provide both an overall score and category scores for each stock you enter.

Version 1.0 of Val uses value investing metrics and scoring inspired by the book "Warren Buffett and the Interpretation of Financial Statements" by David Clark and Mary Buffett.

Version 2.0 of Val will use artificial intelligence (AI) and historical data analysis to further improve its ability to analyze companies.

Demonstration of Financial Analyzer

Financial-Analyser-Demo.mov

How to get started

1. Download the latest release here.
2. To run the program, user must navigate to the "\Financial-analyzer\Release" folder and run .\main.exe STOCK [PARAMS]

Features

• Get all information regarding a specific stock

.\main.exe STOCK --all

• Get the information of a specified category of a stock

.\main.exe STOCK --c

• Get the information of a specific metric score of a stock

.\main.exe STOCK --i [METRIC]

For detailed explanation of each feature and more, refer to the UserGuide.

Iterations

The following segment dictates the rough timeline this project will follow.

Version 1.0 - Grading Simulator

Iteration 1 - MVP (TODO by September 31)

1. Gather few Metrics (3-5 metrics) - 9 Metrics completed
2. Grading by total score and by categories - 5 categories, every metric individual metric score, completed
3. Simple CLI - ./program [Stock Ticker] - Works with TSLA

Iteration 2 - Complete (TODO by October 31)

1. Full Metrics
2. CLI Full with options
3. Partial Testing

Iteration 3 - Graphical UI (TODO by September 31)

1. Complete testing
2. Multi platform integration
3. Code Cleanup

Version 2.0 - AI Powered Grading (To be discussed)