FinSentiment

A sophisticated stock analysis tool that combines technical and fundamental analysis to generate sentiment scores for long-term investment decisions.

Features

• Long-term Investment Analysis: Analyzes stocks using a 5-year historical data period
• Comprehensive Metrics:
  • Technical Indicators (Moving Averages, 1-Year and 3-Year Momentum, Volume Trends)
  • Fundamental Analysis (P/E Ratio, Revenue Growth, Profit Margins, Debt-to-Equity)
  • Market Performance (Volatility, Growth Patterns)
• Sentiment Scoring: Calculates weighted sentiment scores for each stock based on multiple factors
• Portfolio Optimization: Automatically allocates investment for top performing stocks
• Stock Discovery: Includes a tool to discover and add trending stocks from Yahoo Finance
• Filtering Options: Filter stocks by availability in Germany, exclude boycotted companies
• Excel Integration: Reads from and writes to Excel spreadsheets for easy data management

Prerequisites

• Python 3.8+
• Required Python packages (see requirements.txt):
  • pandas
  • numpy
  • yfinance
  • openpyxl
  • tqdm
  • requests_html
  • html5lib
  • lxml_html_clean

Installation

1. Clone the repository:

git clone https://github.com/asadkhalid-softdev/finsentiment.git
cd finsentiment

2. Create a virtual environment:

python -m uv venv --python 3.10

3. Activate the virtual environment:

# On Windows
.venv\Scripts\activate
# On macOS/Linux
source .venv/bin/activate

4. Install required packages:

pip install -r requirements.txt

Usage

Stock Analysis

1. Prepare your stock data in an Excel file named stocks.xlsx with the following columns:

   • Company Name
   • Ticker
   • ISIN (optional)
   • Domain/Topic (optional)
   • inGermany (Yes/No)
   • Boycott (Yes/No)
   • Reason (for boycott, if applicable)
   • Ignore (Yes/No)

2. Run the sentiment analysis:

python stock_sentiment.py

3. Results will be saved in the same Excel file with updated sentiment scores and investment allocation.

Updating Stock List

To discover and add trending stocks:

python update_stocks.py

This will fetch the most active stocks from Yahoo Finance and add them to your stocks.xlsx file.

Sentiment Score Components

The sentiment score is calculated based on:

• Technical Indicators (30% weight)
  • Long-term trend (using 200-day moving average)
  • 1-year and 3-year momentum
  • Volume trends
• Fundamental Analysis (40% weight)
  • P/E Ratio
  • Profit Margins
  • Revenue Growth
  • Debt-to-Equity Ratio
• Market Performance (30% weight, implied from technical and fundamental analysis)

Portfolio Allocation

The tool automatically:

• Selects the top stocks based on sentiment scores and profit margins
• Calculates optimal portfolio allocation based on weighted scores
• Provides investment amount, shares to purchase, and portfolio percentage for each stock
• Targets a total investment of $2000 across the top 20 stocks by default

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Disclaimer

This tool is for educational and research purposes only. Always conduct your own research and consult with financial advisors before making investment decisions.