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algo-fa

Algorithmic Fundamental Analysis Tool

Setting up the development environment

The instructions are designed for Ubuntu/Linux Mint.

  1. sudo apt-get install python3.3, python3-pip, tk-dev, python3-tk, libpng12-dev (The last 3 are for matplotlib)
  2. sudo pip3 install virtualenvwrapper
  3. export WORKON_HOME=~/virtualenvs
  4. source /usr/local/bin/virtualenvwrapper.sh (You may want to put these two lines inside your ~/.bashrc)
  5. mkvirtualenv -p /usr/bin/python3.3 algo-fa
  6. pip install -r requirements.txt
  7. add2virtualenv /path/to/project_root (where this file is found)

Downloading data

First activate the virtual environment and go to project directory,

cd examples
vim settings.py

change db_path and log_file_path to suitable values and save the file. To create the database tables,

python create_tables.py

To download the data,

python update_price_data.py
python update_financial_data.py

To enrich the data,

python enrich.py

Performing analysis

To plot some graphs to explore fundamental metrics,

python explore.py

Running unit-tests

Go to project directory,

python -m unittest

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