Stock Analysis - Momentum

[Bert Mariani]

Hello Azzedine, Mahmoud

Attached:

 StockAnalysis-BM.ring       // Main Program
 StockYearlyReturns.ring
 StockDrawChart.ring

 Quotes.ini                            // Tickers
 Quotes-Mega-32.ini
 Quotes-Mega-62.ini
 Quotes-Mega-160.ini

 AppIcon.png
 AAA-Spread.csv                // Fetch Ticker Data saved.

The Stock Tickers can be found at: 

     https://stockanalysis.com/list/mega-cap-stocks/

To RUN the App

     -  Start  StockAnalysis-BM.ring    

     -  Click "Get Quotes"     fetches the historical data for the list of Tickers

     -  Click "Run Analysis"  invokes the algorithn to select the top stocks

Theory

     Based on Current Month  minus Month-7 prices

     Calc the Performance of each Stock

     Sort the Performance for every Month moving forward

     Buy the Stocks that are Ranked as the Top10  List  next month

     Sell if the Stock is Below the Top10

     Repeat Once a Month.

Analysis

     Showed that Buy the Top-7 stocks based on the

      Performance over a Period of 7 Month gives balanced results.

Caveat:

     Past Performance does NOT imply Future Performance.

Playing With Parms

     First - Download data  with  "Get Quotes"  button

     Second - Analyses data with  "Run Analysis" button

     The Parameters for TopTen (7)  and RangeMth (7) can be changed

      And the "Run Analysis" button will show the Results.

Debugging  flag can be TOOGLED  using the "DEBUG"  drop down

     "Array-Data"    
    "Performance"  
     "Sort"          
     "Sort-Name"    
     "Rank"          
     "Buy-Price"    
      "Gain"          
      "Monthly-Perf"  
     "Compound"      
     "Summary-Stock"
     "Summary-Total"
     "Show-Top10"    
      "Gain-Details"  

TRUST BUT VERIFY !!!

=======================================

Quotes-Mega-62.ini     Top = 7     RangeMth = 7

     

[Mahmoud Fayed]

Hello Bert

Thank you very much for sharing :D

Providing a RingPM Package will be much easier for installing/testing and getting updates 

Greetings,

Mahmoud

[Azzeddine Remmal]

Hello Bert

Great app updates

Thank you very much for sharing

Best regards

[Bert Mariani]

Hello Mahmoud et ALL

StockAnalysis-BM   App

Files uploaded to Git Hub

RingPM created.

GitHub:  Files

     https://github.com/umariani/StockAnalisis-BM

Package Manager:  Install on Ring

      ringpm install StockAnalysis-BM from umariani

Ring Directory

      C:\ring\tools\ringpm\packages\StockAnalisis\StockAlalysis-BM.ring

( Comment:  Tedious and convoluted. )

[Mahmoud Fayed]

Hello Bert

>> "  ringpm install StockAnalysis-BM from umariani"

This doesn't work, you need to add (package.ring) file to the project folder, so RingPM can install the package

Check RingPM Docmentation:  The Ring Package Manager (RingPM) — Ring 1.24.0 documentation

You can start by opening the project folder then typing the next command

ringpm package

This will create package.ring

Also, You can check the package for StockAnalysis project (before your updates): ringpackages/stockanalysis: StockAnalysis package for the Ring programming language

package.ring file: stockanalysis/package.ring at main · ringpackages/stockanalysis

The package is designed to install the files in ring/applications/stockanalysis folder: stockanalysis/applications/stockanalysis at main · ringpackages/stockanalysis

So, you can update your package to install the files in ring/applications/sockanalysis-bm folder

Greetings,

Mahmoud

[Bert Mariani]

Hello Mahmoud

I had followed the steps in my notes.

At the end the Files all showed up in -- 

          C:\ring\tools\ringpm\packages\StockAnalisis\StockAlalysis-BM.ring

So I thought it worked

I think a separate  more step-by-step procedure is needed in the Ring Documentation

First an overall summary then detailed section

     - Stating with  File A B and C .ring   etc  in the Laptop Directory

     - What to do in GitHub ( Adding, Deleting, Rename )

     - What to do back in the Laptop

     - The back and forth between  GitHub,  Ring Commands,  Laptop Directory

     - What files to edit/modify when in the Steps

       - EDIT......:  package.ring

         Remove:  lib.ring
         Remove:  Main.ring

         Change:  :run to    :run = "ring CodeFormatter.ring",
         Update:  Version in 2 Places

| Steps  ==>   Laptop Directory   <==>   GitHub  |<==>   Ring Commands and Editing  |

[Bert Mariani]

Hello Mahmoud

Added  "package.ring"     (that was on my Laptop Directory from yesterday)

     From:  Laptop/Directory

     To:      GitHub  --  StockAnalisis-BM  repertoire 

[Mahmoud Fayed]

Hello Bert

There are missing files, I get the next output when trying to install the package using RingPM

Also, file name (StockAnalyis-BM.bat) miss the (s) character, i.e. StockAnalysis-BM.bat

Greetings,

Mahmoud

[Bert Mariani]

Hello Mahmoud

I deleted the Old GitHub repertoire and started from scratch

Did ALL the ring commands in my Laptop Directory

Edited all the file contents

Then connected to GitHub

Created the New repertoire and uploaded ALL the files. 

c:\>ringpm install Stock-Analysis-BM from umariani

Installing Stock-Analysis-BM (master) ---> Stock-Analysis-BM (1.0.0)
Download Package Files For Stock-Analysis-BM
Download File : AAA-Spread.csv
Download File : AppIcon.png
Download File : Quotes-Mega-160.ini
Download File : Quotes-Mega-250.ini
Download File : Quotes-Mega-32.ini
Download File : Quotes-Mega-500.ini
Download File : Quotes-Mega-62.ini
Download File : Quotes-Mega-900.ini
Download File : Quotes.ini
Download File : Stock-Analysis-BM.bat
Download File : Stock-Analysis-BM.ring
Download File : Stock-Analysis-Chart-1.png
Download File : Stock-DrawChart.ring
Download File : Stock-YearlyReturns.ring

[Mahmoud Fayed]

Hello Bert

Very nice, work as expected :D

Suggestion: Update the README.md file to explain installing the app using RingPM

URL:  umariani/Stock-Analysis-BM: Stock Analysis Momentum using Mega Stocks ticker list - Quotes.ini

Greetings,

Mahmoud

[Bert Mariani]

Hello Mahmoud, Azzeddine

Updated the GuiHub  ReadMe.

Many thanks to Azzeddine for:

   -  The Look of the QT Display !

   -  Chart display code

[Azzeddine Remmal]

Hello Bert.

You're welcome.
I believe that helping each other as team members is a sacred duty.

Best regards.Azzeddine