Introduction to Stock data

[samdansk2]

@vamseeachanta Hello sir, Good afternoon, Successfully created stockhold environment , and gone through some of the tests inside repo . I got some errors, tried to solve by self installing the library . But there is an error while installing the library , that's the reason many tests are failing. Please look into it and give me any assignment from this repo.

[vamseeachanta]

first steps:

• Understand and run as many programs as possible. Document tests that are running and not running
  • https://finance.yahoo.com/quote/RIG/
• Get an example stock price data for India stock (Wipro, Infosys)
• Develop markdown documentation and improve further.
• During self-install library for development, remove the error. Look at assetutilities and digitalmodel for examples. This failing at .toml file test as below: [project.scripts] stock_hold = "stockhold.stock_analysis.stock_analysis"

[samdansk2]

@vamseeachanta Hello sir , Fixed toml file issue for self installing library changed entry point to
[project.scripts] stock_hold = "stockhold: main " - as defined digitalmodel [project.scripts] digitalmodel = "digitalmodel: main "

[samdansk2]

@vamseeachanta Hello sir, I have doubt regarding stock data that In which format should I collect stock price data , As a Dataset or like above yahoo stock data link , any other formats, please tell me sir

[vamseeachanta]

Try which ever format. Data should be consistent irrespective of source. Currency may change though. Not sure. I do not know unless we try.

[samdansk2]

@vamseeachanta I have collected the data from 2014 to till today , please can you see it sir , below https://github.com/vamseeachanta/stockhold/blob/first_pass_run/docs/tcs_stock_data.csv

[vamseeachanta]

• Review documentation
• Get good data source libraries for finance data
• Running: Finance analysis (breakout trends, insider_*)
  • fc.fanalysis.get_breakout_trend(EOD_df)
  • insider = fc.fanalysis.evaluate_insider_trend(insider_df)

[vamseeachanta]

@samdansk2 , Way forward: a/ Add Documentation. For starters, come up with ideas on improvement. b/ Take full ownership of this repository c/ Come up with better repository name or use assethold (Deadline: 2024-09-06) d/ Repo Objectives:

• Copy run architecture from digitalmodel. Engine and yml file structure.
• user to be able to analyze asset based on historical price
• Plots, charts etc.
• VA to write 2 functions (eod -> breakout analysis)

[samdansk2]

@vamseeachanta Hello sir , Added basic architecture for files to be able run from digitalmodel (engine ) , i am unable to figure out the stockhold files structure , how they have organized , you need to take this process step further .

[samdansk2]

@vamseeachanta hi sir , to give you progress reagrding setting up architecture , drived yaml file values into get_stock_data.py and fixed the valid source error for EOD data. you can review the changes below . commit : https://github.com/vamseeachanta/stockhold/commit/f832a332f1539ea3a024c8f4e80ee40b27b1c409

[vamseeachanta]

@samdansk2 , yes it is working good. I improved the functions further to return data. Tested till company info function. We should progress it further. Also, we should more robust data checks for the tests.

[vamseeachanta]

insider info should be fixed: https://finance.yahoo.com/quote/RIG/insider-roster/

[samdansk2]

@vamseeachanta Added router for 'data' along with analysis and also successfully got the EOD data in the output , you can see below

[samdansk2]

i am unable to figure out things i.e, takes time to me understand the stockhold code completely. i am trying my best , you need to cleanup the remaining tests further sir , thankyou .

[samdansk2]

insider info should be fixed: https://finance.yahoo.com/quote/RIG/insider-roster/

@vamseeachanta
insider_info fixed sir , you can see the dataframes below ,

• 
• .

• 

[vamseeachanta]

Improved the following:

• data router
• analysis router
• Made breakdown analysis work.

Way forward:

• review above changes
• Push old/redundant code to legacy folder (or rename legacy_filename)
• Start thinking about visualizations based on below:
  • https://github.com/vamseeachanta/stockhold/blob/e9e38947c2659624f2a07056f00f5e71df662932/docs/2022-11-26_RIG_Analysis.png
  • Existing code for charts
  • https://github.com/vamseeachanta/stockhold/blob/7035aefb8ca4b63e506b42ebf77d486137288cf8/src/stockhold/services/StockAnalysis/StockCharts.py

[vamseeachanta]

Going forward, Do the technical indicators visualization/chart: a/ Use matplotlib our assetutilities library first b/ Then we can progress to interactive charts using plotly (later on)

[vamseeachanta]

Some examples plots where we are using assetutilities to simply plotting is given below:

https://github.com/vamseeachanta/digitalmodel/blob/d9db55b66174a57ef601b485f929a87fcba198d6/src/digitalmodel/custom/pipeline/lateral_buckling.py https://github.com/vamseeachanta/digitalmodel/blob/d9db55b66174a57ef601b485f929a87fcba198d6/src/digitalmodel/tests/test_data/pipeline/test_pipeline_lateral_buckling.py

[vamseeachanta]

• debug https://github.com/vamseeachanta/assetutilities/blob/d46118cd7dd0fce96bf3d106500c8b5afc3d28ea/src/assetutilities/tests/test_data/visualization/test_xy_line_csv.py

• create new CSV files and try the plot

[vamseeachanta]

https://github.com/vamseeachanta/assetutilities/blob/ce52eda54dc65662045eeb08c56cfc39e3f7ac80/src/assetutilities/tests/test_data/visualization/test_xy_line_input.py

[samdansk2]

@vamseeachanta Hello sir , Good morning , Added the plot for daily_data using assetutilities library , please see below : https://github.com/vamseeachanta/stockhold/blob/da063868452ef46b241f179a436b035461cebfda/src/stockhold/tests/test_data/data/results/Plot/AAPL_daily_data.png

[vamseeachanta]

@samdansk2 move pending items into individual issues.

Close this issue out.

[samdansk2]

everything is going good .