Stock Automation

A collection of Python tools and lightweight apps for automating financial data tasks: fetching fundamentals, screening anomalies, comparing tickers, and generating charts.
Designed for quick research workflows and client-facing outputs.

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Repository Structure

• Stock_Drops/
  Tkinter GUI for anomaly detection. Fetches intraday % moves, highlights cells ≥ ±3%, and flags strong conditions.

• Company_Financials/
  Scripts analyze dividends and earnings from various publicly-traded companies from existing data.

• Stock_Comparison/
  Utilities for pairwise and basket analysis to examine relative over-or-under performance.

• Client_Performance_Chart/
  Generates performance charts suitable for client presentation.

• Client_Portfolio_Filter/
  Filters client portfolios by detailed holdings information.

• Client_Summary_Acquisition/
  Quickly assembles account value and related metrics from raw custodial exports.

• Methods/
  Shared helper functions (date/time, I/O, plotting, error handling).

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Quickstart

1. Environment

python3 -m venv .venv
source .venv/bin/activate      # On Windows: .venv\Scripts\activate
pip install -U pip

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License

This project is licensed under the MIT License.

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Disclaimer

This repository is not an attempt to solicit financial advice.

This software is provided for informational and educational purposes only.
It does not constitute financial advice or a recommendation to trade securities.