equityiq 0.1.0__tar.gz

equityiq-0.1.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 Marcos Salguero Carrero
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

equityiq-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: equityiq
+Version: 0.1.0
+Summary: A Python library for quantitative analysis of stocks
+License: MIT
+Requires-Python: >=3.11
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: yfinance>=0.2.0
+Requires-Dist: pandas>=2.0.0
+Requires-Dist: numpy>=1.26.0
+Requires-Dist: requests>=2.31.0
+Provides-Extra: dev
+Requires-Dist: pytest>=7.0.0; extra == "dev"
+Requires-Dist: pytest-cov>=4.0.0; extra == "dev"
+Dynamic: license-file
+
+# 📊 EquityIQ
+
+**EquityIQ** is a Python library for quantitative stock analysis. It provides a clean, 
+data-driven framework to evaluate stocks based purely on numbers — no noise, no opinions, 
+just metrics.
+
+Built for data scientists and quantitative investors who want to replicate professional 
+financial analysis (Income Statement, FCF, ROIC, Valuation) directly in Python, with 
+the same rigor as an institutional Excel model.
+
+---
+
+## Features
+
+- **Fundamental Analysis** — Income statement metrics, margins, Y/Y growth, CAGR, 
+  working capital, free cash flow, ROIC and red flags detection
+- **Projections** — 5-year forward projections with flexible per-year assumptions 
+  for revenue growth, EBIT margin and tax rate
+- **Multiples Valuation** — Historical and projected PER, EV/FCF, EV/EBITDA and EV/EBIT, 
+  target prices per year, implied CAGR and buy price for a target return
+- **Quantitative Signals** — Momentum (MA, RSI, 52w high/low), quality and valuation 
+  signals aggregated into a BUY / HOLD / SELL score
+- **Financial Health** — Liquidity, debt, profitability and growth ratios
+- **Reports** — Full console report combining all modules
+
+---
+
+## Installation
+
+```bash
+pip install equityiq
+```
+
+---
+
+## Quick Start
+
+```python
+from equityiq.fundamental import FundamentalAnalyzer
+from equityiq.projection import Projector
+from equityiq.multiples_valuation import MultiplesValuation
+
+# Step 1 — Historical analysis
+fa = FundamentalAnalyzer("META")
+fa.summary()
+
+# Step 2 — Project the next 5 years
+p = Projector("META", revenue_growth=0.20, ebit_margin=0.40, tax_rate=0.15)
+p.summary()
+
+# Step 3 — Valuation
+mv = MultiplesValuation("META", projector=p,
+                         per_target=25, ev_fcf_target=25,
+                         ev_ebitda_target=17, ev_ebit_target=20)
+mv.summary()
+```
+
+---
+
+## Usage
+
+### Fundamental Analysis
+
+```python
+from equityiq.fundamental import FundamentalAnalyzer
+
+fa = FundamentalAnalyzer("AAPL")
+
+fa.income_statement()       # Revenue, EBITDA, EBIT, Net Income, EPS + margins and Y/Y growth
+fa.is_cagr()                # CAGR for key metrics across full available history
+fa.free_cash_flow()         # FCF built from scratch: EBITDA - CapEx - Taxes - ΔWC
+fa.fcf_efficiency()         # CapEx/Revenue, WC/Revenue, FCF margin, cash conversion
+fa.capital_allocation()     # CapEx expansion, acquisitions, repurchases, dividends as % of FCF
+fa.invested_capital()       # Invested capital components, ROIC and ROE
+fa.red_flags()              # SBC/Revenue, years with FCF < 0, poor ROIC, high leverage
+fa.summary()                # Full analysis in one call
+```
+
+### Projections
+
+```python
+from equityiq.projection import Projector
+
+# Single assumption for all years
+p = Projector("AAPL", revenue_growth=0.10, ebit_margin=0.30, tax_rate=0.16)
+
+# Different assumption for year 1, same for the rest
+p = Projector("AAPL", revenue_growth=[0.15, 0.10], ebit_margin=0.30, tax_rate=0.16)
+
+# One assumption per year
+p = Projector("AAPL",
+              revenue_growth=[0.15, 0.12, 0.10, 0.09, 0.08],
+              ebit_margin=[0.28, 0.29, 0.30, 0.30, 0.31],
+              tax_rate=0.16)
+
+p.assumptions()         # Shows assumptions used per year
+p.income_statement()    # Projected IS for next 5 years
+p.free_cash_flow()      # Projected FCF for next 5 years
+p.combined_view()       # Historical + projected side by side
+p.summary()             # Full projection in one call
+```
+
+### Multiples Valuation
+
+```python
+from equityiq.multiples_valuation import MultiplesValuation
+
+mv = MultiplesValuation(
+    "AAPL",
+    projector=p,              # Optional: pass a custom Projector
+    per_target=22,            # Optional: if None, uses historical median
+    ev_fcf_target=25,
+    ev_ebitda_target=15,
+    ev_ebit_target=18,
+)
+
+mv.historical_multiples()       # PER, EV/FCF, EV/EBITDA, EV/EBIT with median
+mv.valuation_summary()          # Multiples across historical and projected years
+mv.target_prices()              # Target price per year per multiple + CAGR
+mv.buy_price_for_return(0.15)   # Max buy price to achieve 15% annual return
+mv.summary()                    # Full valuation in one call
+```
+
+### Quantitative Signals
+
+```python
+from equityiq.signals import SignalAnalyzer
+
+signals = SignalAnalyzer("AAPL")
+signals.momentum_signals()   # Price vs MA50/MA200, RSI, 52w high/low
+signals.quality_signals()    # FCF quality, revenue/earnings growth, margins
+signals.valuation_signals()  # P/E, P/B, PEG signals
+signals.overall_score()      # Score 0-100 + BUY / HOLD / SELL recommendation
+```
+
+### Financial Health
+
+```python
+from equityiq.health import HealthAnalyzer
+
+health = HealthAnalyzer("AAPL")
+health.liquidity_ratios()       # Current ratio, quick ratio
+health.debt_ratios()            # Debt/equity, interest coverage
+health.profitability_ratios()   # ROE, ROA, gross/operating/net margin
+health.growth_ratios()          # Revenue and earnings growth
+health.summary()                # All metrics in one DataFrame
+```
+
+### Full Report
+
+```python
+from equityiq.report import Report
+
+report = Report("AAPL")
+report.summary()        # Console report with health, valuation and signals
+report.to_dict()        # All metrics as a dictionary
+report.to_dataframe()   # Flat DataFrame for multi-stock comparison
+```
+
+### Compare Multiple Stocks
+
+```python
+import pandas as pd
+from equityiq.report import Report
+
+tickers = ["AAPL", "MSFT", "GOOGL"]
+frames = []
+
+for t in tickers:
+    df = Report(t).to_dataframe()
+    df["ticker"] = t
+    frames.append(df)
+
+comparison = pd.concat(frames).pivot_table(
+    index="metric", columns="ticker", values="value", aggfunc="first"
+)
+print(comparison)
+```
+
+---
+
+## Data Sources
+
+EquityIQ uses [yfinance](https://github.com/ranaroussi/yfinance) to retrieve financial 
+data from Yahoo Finance. Data availability depends on the ticker and may vary. 
+Free tier provides up to 4 years of annual financial statements.
+
+---
+
+## Project Structure
+
+- `src/equityiq/`
+  - `__init__.py`
+  - `data/`
+    - `__init__.py`
+    - `fetcher.py` — Data retrieval and cleaning
+  - `fundamental.py` — IS, FCF, ROIC, red flags
+  - `projection.py` — 5-year forward projections
+  - `multiples_valuation.py` — Target prices and implied returns
+  - `health.py` — Financial health ratios
+  - `valuation.py` — DCF and market multiples
+  - `signals.py` — Quantitative signals and score
+  - `report.py` — Full console report
+- `tests/`
+- `notebooks/`
+  - `demo.ipynb`
+
+---
+
+## Disclaimer
+
+EquityIQ is intended for **educational and research purposes only**. Nothing in this 
+library constitutes financial advice. All projections and valuations are based on 
+simplified models and historical data. Always do your own research before making 
+any investment decision.
+
+---
+
+## License
+
+MIT License — see [LICENSE](LICENSE) for details.

equityiq-0.1.0/README.md

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+# 📊 EquityIQ
+
+**EquityIQ** is a Python library for quantitative stock analysis. It provides a clean, 
+data-driven framework to evaluate stocks based purely on numbers — no noise, no opinions, 
+just metrics.
+
+Built for data scientists and quantitative investors who want to replicate professional 
+financial analysis (Income Statement, FCF, ROIC, Valuation) directly in Python, with 
+the same rigor as an institutional Excel model.
+
+---
+
+## Features
+
+- **Fundamental Analysis** — Income statement metrics, margins, Y/Y growth, CAGR, 
+  working capital, free cash flow, ROIC and red flags detection
+- **Projections** — 5-year forward projections with flexible per-year assumptions 
+  for revenue growth, EBIT margin and tax rate
+- **Multiples Valuation** — Historical and projected PER, EV/FCF, EV/EBITDA and EV/EBIT, 
+  target prices per year, implied CAGR and buy price for a target return
+- **Quantitative Signals** — Momentum (MA, RSI, 52w high/low), quality and valuation 
+  signals aggregated into a BUY / HOLD / SELL score
+- **Financial Health** — Liquidity, debt, profitability and growth ratios
+- **Reports** — Full console report combining all modules
+
+---
+
+## Installation
+
+```bash
+pip install equityiq
+```
+
+---
+
+## Quick Start
+
+```python
+from equityiq.fundamental import FundamentalAnalyzer
+from equityiq.projection import Projector
+from equityiq.multiples_valuation import MultiplesValuation
+
+# Step 1 — Historical analysis
+fa = FundamentalAnalyzer("META")
+fa.summary()
+
+# Step 2 — Project the next 5 years
+p = Projector("META", revenue_growth=0.20, ebit_margin=0.40, tax_rate=0.15)
+p.summary()
+
+# Step 3 — Valuation
+mv = MultiplesValuation("META", projector=p,
+                         per_target=25, ev_fcf_target=25,
+                         ev_ebitda_target=17, ev_ebit_target=20)
+mv.summary()
+```
+
+---
+
+## Usage
+
+### Fundamental Analysis
+
+```python
+from equityiq.fundamental import FundamentalAnalyzer
+
+fa = FundamentalAnalyzer("AAPL")
+
+fa.income_statement()       # Revenue, EBITDA, EBIT, Net Income, EPS + margins and Y/Y growth
+fa.is_cagr()                # CAGR for key metrics across full available history
+fa.free_cash_flow()         # FCF built from scratch: EBITDA - CapEx - Taxes - ΔWC
+fa.fcf_efficiency()         # CapEx/Revenue, WC/Revenue, FCF margin, cash conversion
+fa.capital_allocation()     # CapEx expansion, acquisitions, repurchases, dividends as % of FCF
+fa.invested_capital()       # Invested capital components, ROIC and ROE
+fa.red_flags()              # SBC/Revenue, years with FCF < 0, poor ROIC, high leverage
+fa.summary()                # Full analysis in one call
+```
+
+### Projections
+
+```python
+from equityiq.projection import Projector
+
+# Single assumption for all years
+p = Projector("AAPL", revenue_growth=0.10, ebit_margin=0.30, tax_rate=0.16)
+
+# Different assumption for year 1, same for the rest
+p = Projector("AAPL", revenue_growth=[0.15, 0.10], ebit_margin=0.30, tax_rate=0.16)
+
+# One assumption per year
+p = Projector("AAPL",
+              revenue_growth=[0.15, 0.12, 0.10, 0.09, 0.08],
+              ebit_margin=[0.28, 0.29, 0.30, 0.30, 0.31],
+              tax_rate=0.16)
+
+p.assumptions()         # Shows assumptions used per year
+p.income_statement()    # Projected IS for next 5 years
+p.free_cash_flow()      # Projected FCF for next 5 years
+p.combined_view()       # Historical + projected side by side
+p.summary()             # Full projection in one call
+```
+
+### Multiples Valuation
+
+```python
+from equityiq.multiples_valuation import MultiplesValuation
+
+mv = MultiplesValuation(
+    "AAPL",
+    projector=p,              # Optional: pass a custom Projector
+    per_target=22,            # Optional: if None, uses historical median
+    ev_fcf_target=25,
+    ev_ebitda_target=15,
+    ev_ebit_target=18,
+)
+
+mv.historical_multiples()       # PER, EV/FCF, EV/EBITDA, EV/EBIT with median
+mv.valuation_summary()          # Multiples across historical and projected years
+mv.target_prices()              # Target price per year per multiple + CAGR
+mv.buy_price_for_return(0.15)   # Max buy price to achieve 15% annual return
+mv.summary()                    # Full valuation in one call
+```
+
+### Quantitative Signals
+
+```python
+from equityiq.signals import SignalAnalyzer
+
+signals = SignalAnalyzer("AAPL")
+signals.momentum_signals()   # Price vs MA50/MA200, RSI, 52w high/low
+signals.quality_signals()    # FCF quality, revenue/earnings growth, margins
+signals.valuation_signals()  # P/E, P/B, PEG signals
+signals.overall_score()      # Score 0-100 + BUY / HOLD / SELL recommendation
+```
+
+### Financial Health
+
+```python
+from equityiq.health import HealthAnalyzer
+
+health = HealthAnalyzer("AAPL")
+health.liquidity_ratios()       # Current ratio, quick ratio
+health.debt_ratios()            # Debt/equity, interest coverage
+health.profitability_ratios()   # ROE, ROA, gross/operating/net margin
+health.growth_ratios()          # Revenue and earnings growth
+health.summary()                # All metrics in one DataFrame
+```
+
+### Full Report
+
+```python
+from equityiq.report import Report
+
+report = Report("AAPL")
+report.summary()        # Console report with health, valuation and signals
+report.to_dict()        # All metrics as a dictionary
+report.to_dataframe()   # Flat DataFrame for multi-stock comparison
+```
+
+### Compare Multiple Stocks
+
+```python
+import pandas as pd
+from equityiq.report import Report
+
+tickers = ["AAPL", "MSFT", "GOOGL"]
+frames = []
+
+for t in tickers:
+    df = Report(t).to_dataframe()
+    df["ticker"] = t
+    frames.append(df)
+
+comparison = pd.concat(frames).pivot_table(
+    index="metric", columns="ticker", values="value", aggfunc="first"
+)
+print(comparison)
+```
+
+---
+
+## Data Sources
+
+EquityIQ uses [yfinance](https://github.com/ranaroussi/yfinance) to retrieve financial 
+data from Yahoo Finance. Data availability depends on the ticker and may vary. 
+Free tier provides up to 4 years of annual financial statements.
+
+---
+
+## Project Structure
+
+- `src/equityiq/`
+  - `__init__.py`
+  - `data/`
+    - `__init__.py`
+    - `fetcher.py` — Data retrieval and cleaning
+  - `fundamental.py` — IS, FCF, ROIC, red flags
+  - `projection.py` — 5-year forward projections
+  - `multiples_valuation.py` — Target prices and implied returns
+  - `health.py` — Financial health ratios
+  - `valuation.py` — DCF and market multiples
+  - `signals.py` — Quantitative signals and score
+  - `report.py` — Full console report
+- `tests/`
+- `notebooks/`
+  - `demo.ipynb`
+
+---
+
+## Disclaimer
+
+EquityIQ is intended for **educational and research purposes only**. Nothing in this 
+library constitutes financial advice. All projections and valuations are based on 
+simplified models and historical data. Always do your own research before making 
+any investment decision.
+
+---
+
+## License
+
+MIT License — see [LICENSE](LICENSE) for details.

equityiq-0.1.0/pyproject.toml

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+[build-system]
+requires = ["setuptools>=68", "wheel"]
+build-backend = "setuptools.build_meta"
+
+[project]
+name = "equityiq"
+version = "0.1.0"
+description = "A Python library for quantitative analysis of stocks"
+readme = "README.md"
+license = { text = "MIT" }
+requires-python = ">=3.11"
+dependencies = [
+    "yfinance>=0.2.0",
+    "pandas>=2.0.0",
+    "numpy>=1.26.0",
+    "requests>=2.31.0",
+]
+
+[project.optional-dependencies]
+dev = [
+    "pytest>=7.0.0",
+    "pytest-cov>=4.0.0",
+]
+
+[tool.pytest.ini_options]
+testpaths = ["tests"]
+
+[tool.setuptools.packages.find]
+where = ["src"]

equityiq-0.1.0/setup.cfg

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+[egg_info]
+tag_build = 
+tag_date = 0
+

equityiq-0.1.0/src/equityiq/__init__.py

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+from .health import HealthAnalyzer
+from .valuation import ValuationAnalyzer
+from .signals import SignalAnalyzer
+from .report import Report
+from .fundamental import FundamentalAnalyzer
+from .projection import Projector
+from .multiples_valuation import MultiplesValuation
+
+__version__ = "0.1.0"
+__author__ = "Marcos Salguero"

equityiq-0.1.0/src/equityiq/data/__init__.py

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+from .fetcher import (
+    get_stock_info,
+    get_price_history,
+    get_income_statement,
+    get_balance_sheet,
+    get_cash_flow,
+    get_financials,
+    get_full_data,
+)