Case 02479

Stock Analyzer

Overview

Comprehensive stock analysis and portfolio tracking tool for Japanese and US markets. Integrates with Yahoo Finance for real-time data collection, technical indicator calculation, and news summarization.

Quick Start

# Fetch stock data (Japan)
python3 scripts/fetch_yahoo.py --symbol 7203.T --market japan

# Fetch stock data (US)
python3 scripts/fetch_yahoo.py --symbol AAPL --market us

# Analyze portfolio
python3 scripts/analyze.py --portfolio data/portfolio.json

# Calculate technical indicators
python3 scripts/analyze.py --symbol 7203.T --indicators macd,rsi,bollinger

Core Capabilities

1. Data Collection

Japanese Stocks (Yahoo! Finance Japan)

• Fetch real-time prices for TOPIX listed stocks (symbol format: XXXX.T)
• Retrieve historical data (daily/weekly/monthly)
• Get company fundamentals and financial statements

US Stocks (Yahoo Finance)

• Fetch NYSE/NASDAQ listed stocks
• Retrieve pre-market and after-hours data
• Get SEC filings and analyst ratings

Usage:

# Real-time price
python3 scripts/fetch_yahoo.py --symbol 7203.T --realtime

# Historical data
python3 scripts/fetch_yahoo.py --symbol AAPL --period 1y --interval 1d

# Company fundamentals
python3 scripts/fetch_yahoo.py --symbol MSFT --fundamentals

2. Portfolio Tracking

Track investment portfolio performance across multiple holdings.

Features:

• Daily profit/loss calculation
• Sector allocation analysis
• Dividend tracking
• Performance comparison vs benchmark indices

Portfolio format (JSON):

{
  "holdings": [
    {
      "symbol": "7203.T",
      "shares": 100,
      "avg_cost": 2500,
      "currency": "JPY"
    },
    {
      "symbol": "AAPL",
      "shares": 50,
      "avg_cost": 150,
      "currency": "USD"
    }
  ]
}

Usage:

# Analyze portfolio
python3 scripts/analyze.py --portfolio data/portfolio.json

# Export performance report
python3 scripts/analyze.py --portfolio data/portfolio.json --report performance.md

3. News & Earnings Summarization

Automatically summarize relevant financial news and earnings reports.

Features:

• Japanese: NIKKEI, Bloomberg Japan, company press releases
• US: Bloomberg, Reuters, MarketWatch
• Earnings call transcript analysis
• Key sentiment extraction

Usage:

# Get recent news for a stock
python3 scripts/fetch_yahoo.py --symbol 7203.T --news

# Summarize earnings report
python3 scripts/fetch_yahoo.py --symbol AAPL --earnings --quarter 2024Q4

# Sentiment analysis
python3 scripts/analyze.py --symbol 7203.T --sentiment --days 7

4. Technical Analysis

Calculate common technical indicators for trading decisions.

Supported indicators: See references/indicators.md

Usage:

# Single indicator
python3 scripts/analyze.py --symbol 7203.T --indicator macd

# Multiple indicators
python3 scripts/analyze.py --symbol AAPL --indicators macd,rsi,bollinger,ema

# Generate trading signals
python3 scripts/analyze.py --symbol 7203.T --signals --threshold 70

Resources

scripts/

fetch_yahoo.py

• Fetch stock data from Yahoo Finance
• Supports real-time, historical, and fundamentals
• Arguments: --symbol, --market (japan|us), --period, --interval, --news, --earnings

analyze.py

• Portfolio analysis and technical indicators
• Calculates profit/loss, allocation, indicators
• Arguments: --portfolio, --symbol, --indicators, --sentiment, --signals

references/

indicators.md - Technical indicator definitions and calculation methods

• MA, EMA, Bollinger Bands
• MACD, RSI, Stochastic Oscillator
• Trading signals interpretation

data_sources.md - Available data sources and their coverage

• Japan: TOPIX, Mothers, JASDAQ
• US: NYSE, NASDAQ, AMEX

Notes

• Japanese stocks use .T suffix (e.g., 7203.T for Toyota)
• US stocks use plain symbol (e.g., AAPL)
• Currency conversion uses JPY/USD rate from Yahoo Finance
• Historical data available from 1970 onwards for US stocks