📊 S&P500 Analyst Screener

---

A professional analyst screener with a styled terminal interface that returns analyst upgrades for any specified trading date across all S&P500 stocks.

---

🚀 Features

• 📅 Custom Date Input: Enter any date in MM-DD-YYYY format to check analyst activity
• 🏛️ Trading Day Validation: Automatically validates against US stock market holidays and weekends
• 🎨 Styled Terminal Interface: Professional curses-based UI with color coding and visual indicators
• 📈 Real-time Progress: Live progress tracking while processing all S&P500 stocks
• 🔍 Smart Filtering: Shows only positive analyst actions (upgrades and initiations to Buy/Strong Buy/Outperform/Overweight)

---

🛠️ How It Works

The sp500_ticker_retrieval.py script uses the requests module and BeautifulSoup4 to scrape a regularly maintained Wikipedia page for all 503 tickers. It then "pickles" that list (storing it on your computer) with the option to update the data as S&P500 holdings change over time.

The main sp500_analyst_module.py script imports this functionality and uses a for loop to make yfinance.Ticker() calls, accessing the upgrades_downgrades attribute of each ticker symbol. The program filters results to show only upgrades or coverage initiations rated as 'Buy', 'Strong Buy', 'Outperform', or 'Overweight'.

🎯 Enhanced User Experience

• Interactive Date Selection: Input any date in MM-DD-YYYY format
• Smart Validation: Prevents checking weekends, holidays, and future dates
• Color-Coded Output:
  • 🟢 Green for positive analyst actions
  • 🔵 Cyan for headers and titles
  • 🟡 Yellow for ticker symbols
  • 🟣 Magenta for analyst firm names
  • 🔴 Red for errors
• Professional Layout: Centered headers, progress indicators, and pagination

🚦 Usage

1. Run the program:

   cd src/
   python sp500_analyst_module.py

2. Enter a date: When prompted, enter a date in MM-DD-YYYY format (e.g., 08-15-2024)

3. View results: The program will display any positive analyst actions for that trading day with:

   • 📈 Upgrades with grade changes (e.g., "Hold → Buy")
   • 🆕 New coverage initiations
   • Analyst firm names and target grades

📋 Requirements

• Python 3.x
• yfinance
• pandas
• requests
• beautifulsoup4
• curses (included with Python)

Install dependencies:

pip install -r requirements.txt

---

Please be informed that use of this program does not constitute financial advice and is intended for research purposes only.

---

This work is licensed under the MIT License