Historical Stock Revenue Analysis

Overview

This project analyzes historical stock data to provide insights into stock and portfolio performance.

Features

• Automatically identifies the benchmark market indexes based on the stock's country.
• Calculate daily returns, expected returns, and stock volatility.
• Plot adjusted close prices, cumulative returns and daily returns graphs.
• Calculates portfolio returns
• CSV file containing ticker symbols for benchmark market indexes for several countries.

Prerequisites

Make sure you have the following Python packages installed:

• yfinance
• pandas
• numpy
• matplotlib
• dateutil

You can install these packages using pip:

pip install yfinance pandas numpy matplotlib python-dateutil

How to use

Stock Data Visualization with display_stock_data()

The display_stock_data() function allows you to visualize the data for an individual stock over various time periods.

Syntax:

display_stock_data(ticker_symbol, period)

or

display_stock_data(ticker_symbol, start='YYYY-MM-DD', end='YYYY-MM-DD')

Parameters:

ticker_symbol: The stock's ticker symbol (e.g., 'AAPL' for Apple, 'GOOGL' for Alphabet).

period: A predefined time period for which to display the data. Possible values include:

• 1d (1 day)
• 5d (5 days)
• 1mo (1 month)
• 3mo (3 months)
• 6mo (6 months)
• 1y (1 year)
• 2y (2 years)
• 5y (5 years)
• 10y (10 years)
• ytd (year to date)
• max (maximum available period)

start (optional): The start date for a custom date range in the format 'YYYY-MM-DD'.

end (optional): The end date for a custom date range in the format 'YYYY-MM-DD'.

Examples:

To visualize the data for Samsung Electronics (ticker: '005930.KS') starting from August 4, 2023:

display_stock_data('005930.KS', start='2023-08-04')

To visualize the maximum available data for Alphabet Inc. (ticker: 'GOOGL'):

display_stock_data('GOOGL', 'max')

Notes:

• If you specify a period, it will override any values set for start and end.

• If only start or end is provided, the other will default to cover the available data range.

• The default period is max, the default start is 99 years ago, and the default end is today.

Portfolio Data Visualization with display_portfolio_data()

The display_portfolio_data() function enables you to visualize and analyze the performance of a portfolio.

Syntax:

display_portfolio_data(symbol_list, money_invested_list, start_list, end_list=None)

Parameters:

symbol_list: A list of stock ticker symbols.

money_invested_list: A list of amounts of money invested in each corresponding stock in symbol_list.

start_list: A list of start dates for each stock's data in the format 'YYYY-MM-DD'.

end_list (optional): A list of end dates for each stock's data in the format 'YYYY-MM-DD'. If not provided, the end date will default to today.

Notes:

• The end_list parameter is optional. If not provided, each stock's data will be displayed up to the current date.

• Ensure that the lengths of symbol_list, money_invested_list, and start_list are all the same. If end_list is provided, it should match the length of the other lists.

Example:

display_portfolio_data(['SPY', 'GOOGL', '005930.KS'],[128.0, 230.0, 175.0],['2023-08-04', '2024-01-18', '2023-12-15'])

License

This project is licensed under the GPL-3.0 license - see the LICENSE file for details.

Acknowledgements

This project utilizes data from Yahoo Finance via the yfinance library.