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https://github.com/andrewkdinh/fund-indicators.git
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120 lines
3.8 KiB
Python
120 lines
3.8 KiB
Python
# main.py
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# Andrew Dinh
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# Python 3.6.1
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# Description:
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'''
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Asks users for mutual funds/stocks to compare
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Asks to be compared (expense ratio, turnover, market capitalization, or persistence)
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Asks for time period (Possibly: 1 year, 5 years, 10 years)
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Makes the mutual funds as class Stock
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Gets data from each API
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Compare and contrast dates and end changeOverTime for set time period
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NOTES: Later can worry about getting close values to make a graph or something
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Gives correlation value using equation at the end (from 0 to 1)
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FIRST TESTING WITH EXPENSE RATIO
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'''
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from StockData import StockData
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from StockReturn import Return
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listOfStocksData = []
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listOfStocksReturn = []
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#numberOfStocks = int(input("How many stocks or mutual funds would you like to analyze? ")) # CHANGE BACK LATER
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numberOfStocks = 1
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for i in range(0, numberOfStocks, 1):
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print("Stock", i+1, ": ", end='')
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stockName = str(input())
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listOfStocksData.append(i)
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listOfStocksData[i] = StockData()
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listOfStocksData[i].setName(stockName)
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# print(listOfStocksData[i].name)
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#listOfStocksReturn.append(i)
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#listOfStocksReturn[i] = StockReturn()
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# Decide on a benchmark
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benchmarkTicker = ''
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while benchmarkTicker == '':
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listOfBenchmarks = ['S&P500', 'DJIA', 'Russell 3000', 'MSCI EAFE']
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listOfBenchmarksTicker = ['SPY', 'DJIA', 'VTHR', 'EFT']
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print('\nList of benchmarks:', listOfBenchmarks)
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#benchmark = str(input('Benchmark to compare to: '))
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benchmark = 'S&P500'
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for i in range(0,len(listOfBenchmarks), 1):
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if benchmark == listOfBenchmarks[i]:
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benchmarkTicker = listOfBenchmarksTicker[i]
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i = len(listOfBenchmarks)
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if benchmarkTicker == '':
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print('Benchmark not found. Please type in a benchmark from the list')
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print('\n', benchmark, ' (', benchmarkTicker, ')', sep='')
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benchmarkName = str(benchmark)
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benchmark = StockData()
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benchmark.setName(benchmarkName)
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StockData.main(benchmark)
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benchmarkReturn = Return()
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Return.mainBenchmark(benchmarkReturn, benchmark)
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timeFrame = Return.returnTimeFrame(benchmarkReturn)
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print('Time Frame [years, months]:', timeFrame)
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sumOfListLengths = 0
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for i in range(0, numberOfStocks, 1):
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print('\n', listOfStocksData[i].name, sep='')
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StockData.main(listOfStocksData[i])
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# Count how many stocks are available
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sumOfListLengths = sumOfListLengths + len(StockData.returnAllLists(listOfStocksData[i]))
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if sumOfListLengths == 0:
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print("No sources have data for given stocks")
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exit()
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# Find return over time using either Jensen's Alpha, Sharpe Ratio, Sortino Ratio, or Treynor Ratio
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for i in range(0, numberOfStocks, 1):
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print('\n', listOfStocksData[i].name, sep='')
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#StockReturn.main(listOfStocksReturn[i])
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# Runs correlation or regression study
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# print(listOfStocksData[0].name, listOfStocksData[0].absFirstLastDates, listOfStocksData[0].finalDatesAndClose)
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indicatorFound = False
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while indicatorFound == False:
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print("1. Expense Ratio\n2. Asset Size\n3. Turnover\n4. Persistence\nWhich indicator would you like to look at? ", end='')
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#indicator = str(input()) # CHANGE BACK TO THIS LATER
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indicator = 'Expense Ratio'
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print(indicator, end='')
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indicatorFound = True
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print('\n', end='')
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if indicator == 'Expense Ratio' or indicator == '1' or indicator == 'expense ratio':
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#from ExpenseRatio import ExpenseRatio
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print('\nExpense Ratio')
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elif indicator == 'Asset Size' or indicator == '2' or indicator == 'asset size':
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print('\nAsset Size')
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elif indicator == 'Turnover' or indicator == '3' or indicator == 'turnover':
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print('\nTurnover')
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elif indicator == 'Persistence' or indicator == '4' or indicator == 'persistence':
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print('\nPersistence')
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else:
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indicatorFound = False
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print('Invalid input, please enter indicator again')
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'''
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stockName = 'IWV'
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stock1 = Stock(stockName)
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print("Finding available dates and close values for", stock1.name)
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StockData.main(stock1)
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'''
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