market-ranker-tanker 0.0.1__tar.gz

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market_ranker_tanker-0.0.1/LICENSE

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+MIT License
+
+Copyright (c) 2026 MarcvanNiekerk
+
+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.

market_ranker_tanker-0.0.1/PKG-INFO

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+Metadata-Version: 2.4
+Name: market-ranker-tanker
+Version: 0.0.1
+Summary: A multi-factor stock ranking tool combining Graham/Lynch valuations with Technical Analysis.
+Author-email: MarcvanNiekerk <info@quickcart.store>
+License-File: LICENSE
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Requires-Python: >=3.8
+Requires-Dist: numpy
+Requires-Dist: pandas
+Requires-Dist: ta
+Requires-Dist: yfinance
+Description-Content-Type: text/markdown
+
+# Market Ranker Tanker
+
+A professional-grade stock screening library that combines **Fundamental Valuation Models** (Graham Number, Peter Lynch Fair Value) with **Technical Analysis** (RSI, MACD, Trends).
+
+## Installation
+```bash
+pip install market-ranker-tanker

market_ranker_tanker-0.0.1/README.md

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+# Market Ranker Tanker
+
+A professional-grade stock screening library that combines **Fundamental Valuation Models** (Graham Number, Peter Lynch Fair Value) with **Technical Analysis** (RSI, MACD, Trends).
+
+## Installation
+```bash
+pip install market-ranker-tanker

market_ranker_tanker-0.0.1/pyproject.toml

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+[build-system]
+requires = ["hatchling"]
+build-backend = "hatchling.build"
+
+[project]
+name = "market-ranker-tanker"
+version = "0.0.1"
+authors = [
+  { name="MarcvanNiekerk", email="info@quickcart.store" },
+]
+description = "A multi-factor stock ranking tool combining Graham/Lynch valuations with Technical Analysis."
+readme = "README.md"
+requires-python = ">=3.8"
+classifiers = [
+    "Programming Language :: Python :: 3",
+    "License :: OSI Approved :: MIT License",
+    "Operating System :: OS Independent",
+]
+dependencies = [
+    "yfinance",
+    "pandas",
+    "ta",
+    "numpy"
+]
+

market_ranker_tanker-0.0.1/src/market_ranker_tanker/__init__.py

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+from .analyzer import DataFetcher, FundamentalAnalyzer, TechnicalAnalyzer, MarketRanker
+
+__version__ = "0.0.1"

market_ranker_tanker-0.0.1/src/market_ranker_tanker/analyzer.py

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+import yfinance as yf
+import pandas as pd
+import numpy as np
+import ta  # pip install ta
+from ta.volatility import BollingerBands, AverageTrueRange
+from ta.trend import MACD, EMAIndicator, SMAIndicator, ADXIndicator
+from ta.momentum import RSIIndicator, StochasticOscillator
+import logging
+
+# Configure logging
+logging.basicConfig(level=logging.INFO, format='%(asctime)s - %(levelname)s - %(message)s')
+logger = logging.getLogger(__name__)
+
+# Ensure pandas prints all rows/columns
+pd.set_option('display.max_rows', None)
+pd.set_option('display.max_columns', None)
+pd.set_option('display.width', 1000)
+
+
+class DataFetcher:
+    """
+    Fetches raw market data.
+    """
+
+    def __init__(self, tickers):
+        self.tickers = tickers
+
+    def fetch_data(self, period="2y", interval="1d"):
+        price_data = {}
+        fundamental_data = {}
+
+        logger.info(f"Fetching data for {len(self.tickers)} tickers...")
+
+        for symbol in self.tickers:
+            try:
+                ticker_obj = yf.Ticker(symbol)
+
+                # 1. Get Historical Price Data
+                hist = ticker_obj.history(period=period, interval=interval)
+                if not hist.empty:
+                    price_data[symbol] = hist
+
+                # 2. Get Fundamental Info
+                info = ticker_obj.info
+                if info and 'regularMarketPrice' in info:
+                    fundamental_data[symbol] = info
+                else:
+                    logger.warning(f"Incomplete fundamental data for {symbol}")
+
+            except Exception as e:
+                logger.error(f"Failed to fetch {symbol}: {e}")
+
+        return price_data, fundamental_data
+
+
+class FundamentalAnalyzer:
+    """
+    Calculates advanced valuation and health metrics (Graham, Lynch, Altman).
+    """
+
+    def __init__(self, fundamental_data):
+        self.data = fundamental_data
+
+    def analyze(self):
+        results = []
+        for ticker, info in self.data.items():
+            metrics = self._extract_metrics(ticker, info)
+            results.append(metrics)
+
+        df = pd.DataFrame(results)
+        if not df.empty:
+            df.set_index('Ticker', inplace=True)
+        return df
+
+    def _extract_metrics(self, ticker, info):
+        """Extracts and Calculates Advanced Metrics."""
+
+        # --- Basic Data Points ---
+        price = info.get('currentPrice', info.get('regularMarketPrice', 0))
+        eps = info.get('trailingEps', 0)
+        book_val = info.get('bookValue', 0)
+        pe = info.get('trailingPE', float('nan'))
+        growth_rate = info.get('earningsGrowth', 0)  # This is usually a decimal (e.g. 0.15 for 15%)
+        div_yield = (info.get('dividendYield', 0) or 0) * 100
+
+        # --- 1. Benjamin Graham Number ---
+        # Formula: Sqrt(22.5 * EPS * Book Value)
+        # It represents the theoretical maximum price for a defensive investor.
+        graham_num = 0
+        if eps > 0 and book_val > 0:
+            graham_num = np.sqrt(22.5 * eps * book_val)
+
+        # Graham Upside: How much room to grow until it hits fair value?
+        graham_upside = 0
+        if graham_num > 0 and price > 0:
+            graham_upside = (graham_num - price) / price
+
+        # --- 2. Peter Lynch Fair Value ---
+        # Rule of Thumb: A fair P/E equals the Growth Rate.
+        # Fair Value = EPS * (Earnings Growth * 100)
+        lynch_fair_value = 0
+        if eps > 0 and growth_rate > 0:
+            # We use growth * 100 because Lynch used the whole number (e.g. 15 for 15%)
+            lynch_fair_value = eps * (growth_rate * 100)
+            # Cap extreme growth assumptions to keep it realistic (max 25% growth)
+            if (growth_rate * 100) > 25:
+                lynch_fair_value = eps * 25
+
+        lynch_upside = 0
+        if lynch_fair_value > 0 and price > 0:
+            lynch_upside = (lynch_fair_value - price) / price
+
+        # --- 3. Altman Z-Score (Simplified Proxy) ---
+        # A full Z-score requires balance sheet items often not in 'info' (Working Capital, Retained Earnings).
+        # We use a proxy based on available data:
+        # High Current Ratio + Low Debt + Positive Earnings = High Health Score
+        current_ratio = info.get('currentRatio', 0)
+        debt_to_equity = info.get('debtToEquity', 0)
+
+        # Create a customized "Health Score" (Higher is better)
+        # Logic: Reward liquidity, Penalize leverage
+        # Note: We divide Debt by 100 because Yahoo returns it as a percentage (e.g. 150 for 150%)
+        health_score = 0
+        if pd.notna(current_ratio) and pd.notna(debt_to_equity):
+            # Simple logic: (Liquidity * 3) - (Leverage ratio)
+            # A score > 1 is generally decent in this proxy model
+            health_score = (current_ratio * 3) - (debt_to_equity / 100)
+
+        return {
+            'Ticker': ticker,
+            'Price': price,
+            'PE_Ratio': pe,
+            'PEG_Ratio': info.get('pegRatio', float('nan')),
+            'ROE': info.get('returnOnEquity', 0),
+            'FCF_Yield': (info.get('freeCashflow', 0) / info.get('marketCap', 1)) if info.get('marketCap') else 0,
+
+            # New Advanced Metrics
+            'Graham_Number': graham_num,
+            'Graham_Upside': graham_upside,  # Rank High -> Better
+            'Lynch_Fair_Value': lynch_fair_value,
+            'Lynch_Upside': lynch_upside,  # Rank High -> Better
+            'Fin_Health_Score': health_score  # Rank High -> Better
+        }
+
+
+class TechnicalAnalyzer:
+    """
+    Calculates technical indicators.
+    """
+
+    def __init__(self, price_data):
+        self.price_data = price_data
+
+    def analyze(self):
+        results = []
+        for ticker, df in self.price_data.items():
+            if len(df) < 200:
+                continue
+            df = df.copy()
+
+            # Indicators
+            df['RSI'] = RSIIndicator(close=df['Close'], window=14).rsi()
+            macd = MACD(close=df['Close'])
+            df['MACD_Diff'] = macd.macd_diff()
+            adx = ADXIndicator(high=df['High'], low=df['Low'], close=df['Close'], window=14)
+            df['ADX'] = adx.adx()
+            df['SMA_200'] = SMAIndicator(close=df['Close'], window=200).sma_indicator()
+            df['Dist_SMA200'] = (df['Close'] - df['SMA_200']) / df['SMA_200']
+
+            latest = df.iloc[-1]
+            results.append({
+                'Ticker': ticker,
+                'Close_Price': latest['Close'],
+                'RSI': latest['RSI'],
+                'MACD_Diff': latest['MACD_Diff'],
+                'ADX': latest['ADX'],
+                'Dist_SMA200': latest['Dist_SMA200']
+            })
+
+        df = pd.DataFrame(results)
+        if not df.empty:
+            df.set_index('Ticker', inplace=True)
+        return df
+
+
+class MarketRanker:
+    """
+    Calculates Percentile Ranks.
+    """
+
+    def __init__(self, fund_df, tech_df):
+        self.fund_df = fund_df
+        self.tech_df = tech_df
+
+    def _calculate_percentile_rank(self, df, higher_is_better_cols, lower_is_better_cols):
+        if df.empty: return df
+        rank_df = pd.DataFrame(index=df.index)
+
+        for col in higher_is_better_cols:
+            if col in df.columns:
+                rank_df[col] = df[col].rank(pct=True, ascending=True)
+
+        for col in lower_is_better_cols:
+            if col in df.columns:
+                rank_df[col] = df[col].rank(pct=True, ascending=False)
+
+        df['Avg_Rank_Percentile'] = rank_df.mean(axis=1) * 100
+        return df.sort_values(by='Avg_Rank_Percentile', ascending=False)
+
+    def get_fundamental_rank(self):
+        # Updated Logic: Includes Graham & Lynch Upside + Health Score
+        high_better = ['ROE', 'FCF_Yield', 'Graham_Upside', 'Lynch_Upside', 'Fin_Health_Score']
+        low_better = ['PE_Ratio', 'PEG_Ratio']
+
+        return self._calculate_percentile_rank(self.fund_df.copy(), high_better, low_better)
+
+    def get_technical_rank(self):
+        high_better = ['RSI', 'MACD_Diff', 'Dist_SMA200', 'ADX']
+        low_better = []
+        return self._calculate_percentile_rank(self.tech_df.copy(), high_better, low_better)
+
+