investormate 0.1.1__tar.gz

investormate-0.1.1/LICENSE

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+MIT License
+
+Copyright (c) 2026 InvestorMate Contributors
+
+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.

investormate-0.1.1/MANIFEST.in

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+include README.md
+include LICENSE
+include pyproject.toml
+recursive-include docs *.md
+recursive-include examples *.py

investormate-0.1.1/PKG-INFO

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+Metadata-Version: 2.4
+Name: investormate
+Version: 0.1.1
+Summary: AI-powered stock analysis package combining data, technical indicators, and multi-provider AI analysis
+Author: InvestorMate Contributors
+License-Expression: MIT
+Project-URL: Homepage, https://github.com/siddartha19/investormate
+Project-URL: Documentation, https://github.com/siddartha19/investormate#readme
+Project-URL: Repository, https://github.com/siddartha19/investormate
+Project-URL: Bug Tracker, https://github.com/siddartha19/investormate/issues
+Keywords: finance,stocks,ai,analysis,yfinance,trading,investment,technical-analysis
+Classifier: Development Status :: 3 - Alpha
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.9
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Classifier: Topic :: Scientific/Engineering :: Artificial Intelligence
+Requires-Python: >=3.9
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: yfinance>=0.2.40
+Requires-Dist: pandas>=2.0.0
+Requires-Dist: numpy>=1.24.0
+Requires-Dist: requests>=2.31.0
+Requires-Dist: beautifulsoup4>=4.12.0
+Requires-Dist: pypdf>=5.0.0
+Requires-Dist: validators>=0.20.0
+Provides-Extra: ai
+Requires-Dist: openai>=1.0.0; extra == "ai"
+Requires-Dist: anthropic>=0.30.0; extra == "ai"
+Requires-Dist: google-genai>=0.1.0; extra == "ai"
+Provides-Extra: ta
+Requires-Dist: pandas-ta>=0.3.14b; extra == "ta"
+Provides-Extra: all
+Requires-Dist: openai>=1.0.0; extra == "all"
+Requires-Dist: anthropic>=0.30.0; extra == "all"
+Requires-Dist: google-genai>=0.1.0; extra == "all"
+Requires-Dist: pandas-ta>=0.3.14b; extra == "all"
+Provides-Extra: dev
+Requires-Dist: pytest>=7.0.0; extra == "dev"
+Requires-Dist: pytest-cov>=4.0.0; extra == "dev"
+Requires-Dist: black>=23.0.0; extra == "dev"
+Requires-Dist: flake8>=6.0.0; extra == "dev"
+Requires-Dist: build>=1.0.0; extra == "dev"
+Dynamic: license-file
+
+<img width="920" height="290" alt="Screenshot 2025-06-25 at 7 43 49 PM" src="https://github.com/user-attachments/assets/9f9db564-9a4d-43c7-8bb6-38bc000894b2" />
+
+# InvestorMate 🤖📈
+
+[![PyPI version](https://badge.fury.io/py/investormate.svg)](https://badge.fury.io/py/investormate)
+[![Python 3.9+](https://img.shields.io/badge/python-3.9+-blue.svg)](https://www.python.org/downloads/)
+[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
+
+**AI-Powered Stock Analysis in Python**
+
+InvestorMate is the only Python package you need for comprehensive stock analysis - from data fetching to AI-powered insights.
+
+> "Ask any question about any stock and get instant AI-powered insights"
+
+## ✨ Features
+
+- **AI-Powered Analysis** - Ask natural language questions about any stock using OpenAI, Claude, or Gemini
+- **Comprehensive Stock Data** - Real-time prices, financials, news, and SEC filings via yfinance
+- **60+ Technical Indicators** - SMA, EMA, RSI, MACD, Bollinger Bands, and more via pandas-ta
+- **Financial Ratios** - Auto-calculated P/E, ROE, debt ratios, and profitability metrics
+- **Stock Screening** - Find value stocks, growth stocks, or create custom screens
+- **Portfolio Analysis** - Track performance, risk metrics, and allocation
+- **Market Summaries** - Real-time data for US, Asian, European, crypto, and commodity markets
+
+## 🚀 Quick Start
+
+```bash
+pip install investormate
+```
+
+```python
+from investormate import Investor, Stock
+
+# AI-powered analysis
+investor = Investor(openai_api_key="sk-...")
+result = investor.ask("AAPL", "Is Apple undervalued compared to its peers?")
+print(result)
+
+# Stock data and analysis
+stock = Stock("AAPL")
+print(f"Price: ${stock.price}")
+print(f"P/E Ratio: {stock.ratios.pe}")
+print(f"RSI: {stock.indicators.rsi()}")
+```
+
+## 📦 Installation
+
+```bash
+# Basic installation
+pip install investormate
+
+# With development dependencies
+pip install investormate[dev]
+```
+
+## 🔑 API Keys
+
+InvestorMate supports multiple AI providers:
+
+- **OpenAI**: Get your API key at https://platform.openai.com/api-keys
+- **Anthropic Claude**: Get your API key at https://console.anthropic.com/
+- **Google Gemini**: Get your API key at https://ai.google.dev/
+
+You only need one API key to use the AI features.
+
+## 📚 Documentation
+
+- [Quickstart Guide](docs/quickstart.md) - Get started in 5 minutes
+- [API Reference](docs/api_reference.md) - Complete API documentation
+- [AI Providers Guide](docs/ai_providers.md) - OpenAI, Claude, and Gemini setup
+- [Examples](examples/) - Working code examples
+
+## 🎯 Why InvestorMate?
+
+| Feature | InvestorMate | Other Solutions |
+|---------|--------------|-----------------|
+| **Simplicity** | One package, simple API | Need 5+ packages |
+| **AI-Powered** | Built-in AI analysis | Manual analysis only |
+| **Provider Choice** | OpenAI, Claude, Gemini | Locked to one provider |
+| **Setup Time** | 2 lines of code | Hours of configuration |
+| **Data Format** | JSON-ready | Raw pandas DataFrames |
+| **Target Users** | Everyone | Enterprise only |
+
+## 💡 Examples
+
+### Stock Analysis
+
+```python
+from investormate import Stock
+
+stock = Stock("TSLA")
+
+# Basic info
+print(stock.price)
+print(stock.market_cap)
+print(stock.sector)
+
+# Financial statements
+income_stmt = stock.income_statement
+balance_sheet = stock.balance_sheet
+cash_flow = stock.cash_flow
+
+# Historical data
+df = stock.history(period="1y", interval="1d")
+```
+
+### AI-Powered Insights
+
+```python
+from investormate import Investor
+
+investor = Investor(openai_api_key="sk-...")
+
+# Ask questions
+result = investor.ask("NVDA", "What are the key revenue drivers?")
+
+# Compare stocks
+comparison = investor.compare(
+    ["AAPL", "GOOGL", "MSFT"],
+    "Which has the best growth prospects?"
+)
+
+# Analyze documents
+result = investor.analyze_document(
+    ticker="TSLA",
+    url="https://example.com/earnings-report.pdf",
+    question="Summarize Q4 earnings highlights"
+)
+```
+
+### Technical Analysis
+
+```python
+from investormate import Stock
+
+stock = Stock("AAPL")
+df = stock.history(period="6mo")
+
+# Add indicators
+df = stock.add_indicators(df, [
+    "sma_20", "sma_50", "rsi_14", "macd", "bbands"
+])
+
+# Or use individual methods
+sma_20 = stock.indicators.sma(20)
+rsi = stock.indicators.rsi(14)
+macd = stock.indicators.macd()
+```
+
+### Stock Screening
+
+```python
+from investormate import Screener
+
+screener = Screener()
+
+# Pre-built screens
+value_stocks = screener.value_stocks(pe_max=15, pb_max=1.5)
+growth_stocks = screener.growth_stocks(revenue_growth_min=20)
+dividend_stocks = screener.dividend_stocks(yield_min=3.0)
+
+# Custom screening
+results = screener.filter(
+    market_cap_min=1_000_000_000,
+    pe_ratio=(10, 25),
+    roe_min=15,
+    sector="Technology"
+)
+```
+
+### Portfolio Analysis
+
+```python
+from investormate import Portfolio
+
+portfolio = Portfolio({
+    "AAPL": 10,
+    "GOOGL": 5,
+    "MSFT": 15,
+    "TSLA": 8
+})
+
+print(f"Total Value: ${portfolio.value:,.2f}")
+print(f"Sharpe Ratio: {portfolio.sharpe_ratio:.2f}")
+print(f"Allocation: {portfolio.allocation}")
+```
+
+## 🤝 Contributing
+
+Contributions are welcome! Please feel free to submit a Pull Request.
+
+## 📄 License
+
+This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
+
+## ⚠️ Disclaimer
+
+InvestorMate is for educational and research purposes only. It is not financial advice. AI-generated insights may contain errors or hallucinations. Always verify information and consult with a qualified financial advisor before making investment decisions.
+
+## 🌟 Support
+
+If you find InvestorMate useful, please give it a star on GitHub!
+
+---
+
+Made with ❤️ by the InvestorMate community

investormate-0.1.1/README.md

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+<img width="920" height="290" alt="Screenshot 2025-06-25 at 7 43 49 PM" src="https://github.com/user-attachments/assets/9f9db564-9a4d-43c7-8bb6-38bc000894b2" />
+
+# InvestorMate 🤖📈
+
+[![PyPI version](https://badge.fury.io/py/investormate.svg)](https://badge.fury.io/py/investormate)
+[![Python 3.9+](https://img.shields.io/badge/python-3.9+-blue.svg)](https://www.python.org/downloads/)
+[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)
+
+**AI-Powered Stock Analysis in Python**
+
+InvestorMate is the only Python package you need for comprehensive stock analysis - from data fetching to AI-powered insights.
+
+> "Ask any question about any stock and get instant AI-powered insights"
+
+## ✨ Features
+
+- **AI-Powered Analysis** - Ask natural language questions about any stock using OpenAI, Claude, or Gemini
+- **Comprehensive Stock Data** - Real-time prices, financials, news, and SEC filings via yfinance
+- **60+ Technical Indicators** - SMA, EMA, RSI, MACD, Bollinger Bands, and more via pandas-ta
+- **Financial Ratios** - Auto-calculated P/E, ROE, debt ratios, and profitability metrics
+- **Stock Screening** - Find value stocks, growth stocks, or create custom screens
+- **Portfolio Analysis** - Track performance, risk metrics, and allocation
+- **Market Summaries** - Real-time data for US, Asian, European, crypto, and commodity markets
+
+## 🚀 Quick Start
+
+```bash
+pip install investormate
+```
+
+```python
+from investormate import Investor, Stock
+
+# AI-powered analysis
+investor = Investor(openai_api_key="sk-...")
+result = investor.ask("AAPL", "Is Apple undervalued compared to its peers?")
+print(result)
+
+# Stock data and analysis
+stock = Stock("AAPL")
+print(f"Price: ${stock.price}")
+print(f"P/E Ratio: {stock.ratios.pe}")
+print(f"RSI: {stock.indicators.rsi()}")
+```
+
+## 📦 Installation
+
+```bash
+# Basic installation
+pip install investormate
+
+# With development dependencies
+pip install investormate[dev]
+```
+
+## 🔑 API Keys
+
+InvestorMate supports multiple AI providers:
+
+- **OpenAI**: Get your API key at https://platform.openai.com/api-keys
+- **Anthropic Claude**: Get your API key at https://console.anthropic.com/
+- **Google Gemini**: Get your API key at https://ai.google.dev/
+
+You only need one API key to use the AI features.
+
+## 📚 Documentation
+
+- [Quickstart Guide](docs/quickstart.md) - Get started in 5 minutes
+- [API Reference](docs/api_reference.md) - Complete API documentation
+- [AI Providers Guide](docs/ai_providers.md) - OpenAI, Claude, and Gemini setup
+- [Examples](examples/) - Working code examples
+
+## 🎯 Why InvestorMate?
+
+| Feature | InvestorMate | Other Solutions |
+|---------|--------------|-----------------|
+| **Simplicity** | One package, simple API | Need 5+ packages |
+| **AI-Powered** | Built-in AI analysis | Manual analysis only |
+| **Provider Choice** | OpenAI, Claude, Gemini | Locked to one provider |
+| **Setup Time** | 2 lines of code | Hours of configuration |
+| **Data Format** | JSON-ready | Raw pandas DataFrames |
+| **Target Users** | Everyone | Enterprise only |
+
+## 💡 Examples
+
+### Stock Analysis
+
+```python
+from investormate import Stock
+
+stock = Stock("TSLA")
+
+# Basic info
+print(stock.price)
+print(stock.market_cap)
+print(stock.sector)
+
+# Financial statements
+income_stmt = stock.income_statement
+balance_sheet = stock.balance_sheet
+cash_flow = stock.cash_flow
+
+# Historical data
+df = stock.history(period="1y", interval="1d")
+```
+
+### AI-Powered Insights
+
+```python
+from investormate import Investor
+
+investor = Investor(openai_api_key="sk-...")
+
+# Ask questions
+result = investor.ask("NVDA", "What are the key revenue drivers?")
+
+# Compare stocks
+comparison = investor.compare(
+    ["AAPL", "GOOGL", "MSFT"],
+    "Which has the best growth prospects?"
+)
+
+# Analyze documents
+result = investor.analyze_document(
+    ticker="TSLA",
+    url="https://example.com/earnings-report.pdf",
+    question="Summarize Q4 earnings highlights"
+)
+```
+
+### Technical Analysis
+
+```python
+from investormate import Stock
+
+stock = Stock("AAPL")
+df = stock.history(period="6mo")
+
+# Add indicators
+df = stock.add_indicators(df, [
+    "sma_20", "sma_50", "rsi_14", "macd", "bbands"
+])
+
+# Or use individual methods
+sma_20 = stock.indicators.sma(20)
+rsi = stock.indicators.rsi(14)
+macd = stock.indicators.macd()
+```
+
+### Stock Screening
+
+```python
+from investormate import Screener
+
+screener = Screener()
+
+# Pre-built screens
+value_stocks = screener.value_stocks(pe_max=15, pb_max=1.5)
+growth_stocks = screener.growth_stocks(revenue_growth_min=20)
+dividend_stocks = screener.dividend_stocks(yield_min=3.0)
+
+# Custom screening
+results = screener.filter(
+    market_cap_min=1_000_000_000,
+    pe_ratio=(10, 25),
+    roe_min=15,
+    sector="Technology"
+)
+```
+
+### Portfolio Analysis
+
+```python
+from investormate import Portfolio
+
+portfolio = Portfolio({
+    "AAPL": 10,
+    "GOOGL": 5,
+    "MSFT": 15,
+    "TSLA": 8
+})
+
+print(f"Total Value: ${portfolio.value:,.2f}")
+print(f"Sharpe Ratio: {portfolio.sharpe_ratio:.2f}")
+print(f"Allocation: {portfolio.allocation}")
+```
+
+## 🤝 Contributing
+
+Contributions are welcome! Please feel free to submit a Pull Request.
+
+## 📄 License
+
+This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
+
+## ⚠️ Disclaimer
+
+InvestorMate is for educational and research purposes only. It is not financial advice. AI-generated insights may contain errors or hallucinations. Always verify information and consult with a qualified financial advisor before making investment decisions.
+
+## 🌟 Support
+
+If you find InvestorMate useful, please give it a star on GitHub!
+
+---
+
+Made with ❤️ by the InvestorMate community