Stock Score

Stock Score is a python script to score stocks based on specified criteria. The goal of this project is to provide a stock screening system for various types of stock classifications (growth, momentum, value, etc.).

Similar to how one might rank the best options when they are deciding where to go to dinner, Stock Score lets investors choose what screens they want to run. Then, this script takes care of the rest, showing which stocks performed best under the given screens.

Prerequisites

• You can get the latest version of Python 3 here (this should come with the latest version of pip)
• All dependencies are contained in requirements.txt (more on that directly below)

Getting Started

To clone this repository, run the following:

git clone https://github.com/jackmoody11/stockscore

Change working directory to project folder

cd my/path/to/stockscore

Create a virtual environment

python3 -m venv env

Activate the virtual environment. See the docs for help.

Then make init to install required modules.

Run the program!

To make sure that everything is working, while in the working directory of the stockScore project, run python3 stockscore.py.

Note: Make sure you are using python3. This project does not support versions below Python 3.6 since it uses f strings. This may change in the future to allow for earlier versions of Python to run.

Here is an example output of what you can expect to see when you run the program:

Terminal output:

Top 10 stocks output:

Running the tests

All tests can be run by simply running

pytest

In order to run a specific test file (like test_fundamental_functions.py), run

pytest tests/test_fundamental_functions.py

To run a specific test (like "test_dividend_test_returns_scores" in test_fundamental_screens.py), run

pytest tests/test_fundamental_screens.py -k 'test_dividend_test_returns_scores'

For more information on how to use pytest (like how to select a few tests), look here for the official pytest docs.

Deployment

In order to make code styling simple, this project uses black. To make sure that this code adheres to this opinion based formatting, stockscore uses pre-commit. In order to run black automatically before making a commit, please download pre-commit.

You may need to run pre-commit install before you are able to use this. For more details, check out the pre-commit website.

This project is very simple to deploy to a live system. To change which tests you are using, change which functions are added to the suites (this is the name used in both files) of fundamental_functions.py and technical_functions.py.

Built With

Python 3 and some great third party modules (see requirements.txt for full list).

Contributing

Please read the code of conduct for details on how to positively contribute to this project.

Versioning

This project uses SemVer for versioning. For the versions available, see the tags on this repository.

License

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

Acknowledgments

• Hat tip to Benjamin Graham's Intelligent Investor. If you haven't already, read this book!
• Also, I recommend reading Common Stocks and Uncommon Profits by Philip Fisher.

Notes

• Note that the screens included in this project are not exclusive and do not guarantee any sort of returns. I assume no liability for investment decisions you make and am not a professional adviser. Please do your due diligence before making investment decisions and consult with a professional as necessary.