Skip to content

Latest commit

 

History

History
 
 

due_diligence

README.md

DUE DILIGENCE

This menu aims to help in due-diligence of a pre-loaded stock, and the usage of the following commands along with an example will be exploited below.

  • news
    • latest news of the company [Finviz]
  • red
    • gets due diligence from another user's post [Reddit]
  • analyst
    • analyst prices and ratings of the company [Finviz]
  • rating
    • rating of the company from strong sell to strong buy [FMP]
  • pt
    • price targets over time [Business Insider]
  • est
    • quarter and year analysts earnings estimates [Business Insider]
  • ins
    • insider activity over time [Business Insider]
  • insider
    • insider trading of the company [Finviz]
  • sec
    • SEC filings [Market Watch]
  • short
    • short interest [Quandl]
  • warnings
    • company warnings according to Sean Seah book [Market Watch]

news 

news [-n N_NUM]

Prints latest news about company, including title and web link. [Source: Finviz]

  • -n : Number of latest news being printed. Default 5.

news

red 

usage: red [-l N_LIMIT] [-d N_DAYS] [-a]

Print top stock's due diligence from other users. [Source: Reddit]

  • -l : limit of posts to retrieve
  • -d : number of prior days to look for
  • -a : "search through all flairs (apart from Yolo and Meme). Default False (i.e. use flairs: DD, technical analysis, Catalyst, News, Advice, Chart)

red

analyst 

usage: analyst

Print analyst prices and ratings of the company. The following fields are expected: date, analyst, category, price from, price to, and rating. [Source: Finviz]

analyst

rating 

usage: rating

Based on specific ratios, prints information whether the company is a (strong) buy, neutral or a (strong) sell. The following fields are expected: P/B, ROA, DCF, P/E, ROE, and D/E. [Source: Financial Modeling Prep] rating

pt 

usage: pt [-n N_NUM]

Prints price target from analysts. [Source: Business Insider]

  • -n : number of latest price targets from analysts to print. Default 10.

pt

pt2

est 

usage: est

Yearly estimates and quarter earnings/revenues [Source: Business Insider]

est

ins 

usage: ins [-n N_NUM]

Prints insider activity over time [Source: Business Insider]

  • -n : number of latest insider activity. Default 10.

ins ins2

insider 

usage: insider [-n N_NUM]

Prints information about inside traders. The following fields are expected: Date, Relationship, Transaction, #Shares, Cost, Value ($), #Shares Total, Insider Trading, SEC Form 4. [Source: Finviz]

  • -n : number of latest inside traders. Default 5.

insider

sec 

usage: sec [-n N_NUM]

Prints SEC filings of the company. The following fields are expected: Filing Date, Document Date, Type, Category, Amended, and Link. [Source: Market Watch]

  • -n : number of latest SEC filings. Default 5.

sec

short 

usage: short [-n] [-d N_DAYS]

Plots the short interest of a stock. This corresponds to the number of shares that have been sold short but have not yet been covered or closed out. [Source: Quandl]

  • -n : data from NYSE flag. Default False (i.e. NASDAQ).
  • -d : number of latest days to print data. Default 10.

short short2

warnings 

usage: warnings [-i] [-d]

Sean Seah warnings. Check: Consistent historical earnings per share; Consistently high return on equity; Consistently high return on assets; 5x Net Income > Long-Term Debt; and Interest coverage ratio more than 3. See https://www.drwealth.com/gone-fishing-with-buffett-by-sean-seah/comment-page-1/. [Source: Market Watch]

  • -i : provide more information about Sean Seah warning rules. Default False.
  • -d : print insights into warnings calculation. Default False.

warnings