Stock analysis, logic and guidance for long-term holding of a stock market asset trading on US stock exchanges i.e. Nasdaq etc.
Helps manage a stock as a stand-alone portfolio
See test file for example ticker, test file
Analysis output is: https://github.com/samdansk2/assethold/blob/master/docs/2022-11-26_RIG_Analysis.png
See a test file to see how to perform analysis
Mapping Dashboard UI to the financial analysis
| Analysis | Code class | Code object | Current Status | Description |
|---|---|---|---|---|
| Insider Insider Cost and Volumes |
fc.fanalysis | insider_df_buy insider_df_sell |
done | - [x] ok? |
| Insider Relation |
fc.fanalysis | insider_analysis_by_relation_df | done | - [x] ok? |
| Insider Timeline |
fc.fanalysis | insider_analysis_by_timeline_df | done | - [x] ok? |
| Insider Relative Buy |
fc.fanalysis | insider_df_buy | done | - [x] ok? |
| Insider Relative Sell |
fc.fanalysis | insider_df_sell | done | - [x] ok? |
| Institution Institution |
fc.fanalysis | df_institutional_holders | done | - [x] ok? |
| Price Price |
fc.fanalysis | ta | done | - [x] ok? |
| Technical Volume |
fc.fanalysis | ta | done | - [x] ok? |
| Technical cfm |
fc.fanalysis | ta | done | - [x] ok? |
| Technical eom |
fc.fanalysis | ta | done | - [x] ok? |
| Technical wt_price |
fc.fanalysis | ta | done | - [x] ok? |
| Technical volatility |
fc.fanalysis | ta | done | - [x] ok? |
| Technical volatility_hi_low |
fc.fanalysis | ta | done | - [x] ok? |
| Technical ulcer |
fc.fanalysis | ta | done | - [x] ok? |
| Technical strength |
fc.fanalysis | ta | done | - [x] ok? |
| Option Call |
fc.fanalysis | df_call_analysis | done | - [x] ok? |
| Option Put |
fc.fanalysis | TBA | done | - [x] ok? |
Library TODO list to keep track of ideas.
TODO
https://www.lynalden.com/covered-calls/
Getting into and out of stocks: https://www.marketwatch.com/story/plan-now-when-to-get-back-into-stocks-11657920632