marketswimmer

Modern Python tool for Buffett's Owner Earnings, DCF fair value, and robust quarterly analysis.


Keywords
finance, warren-buffett, owner-earnings, stocks, investment, financial-analysis
License
MIT
Install
pip install marketswimmer==2.3.0

Documentation

MarketSwimmer - Owner Earnings Analysis Tool 🏊‍♂️📈

A comprehensive tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data with NEW Fair Value Calculation using DCF methodology.

🆕 v2.2.3 - Fair Value Analysis

NEW FEATURE: Calculate intrinsic fair value using Owner Earnings DCF methodology!

  • 📊 DCF Analysis: Uses 10-year average Owner Earnings as future cash flow
  • 💰 Fair Value Calculation: Discounts cash flows using 10-year Treasury rate
  • 🎯 Scenario Analysis: Conservative, Base Case, Optimistic, and Pessimistic valuations
  • 💡 Balance Sheet Adjustments: Accounts for cash, investments, and debt
  • 📈 Per-Share Valuation: Calculates intrinsic value per share
  • 🖥️ GUI Integration: Easy-to-use interface with input dialogs
  • 💻 CLI Support: Full command-line interface for power users

Quick Fair Value Example:

# Calculate fair value for Apple
ms fair-value --ticker AAPL --growth 0.03 --cash 100000000000 --debt 20000000000 --shares 15000

# Or use the GUI
ms gui
```ketSwimmer - Owner Earnings Analysis Tool 🏊‍♂️📈

A comprehensive tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data.

## � **v2.1.0 - What's New**

**Complete Data Processing Pipeline**: Automated XLSX-to-CSV conversion for seamless workflow
**Real Quarterly Data**: Proper quarter-by-quarter financial analysis (not just annual duplicates)
**Professional Visualizations**: 3 chart types with recent years focus
**Smart Download Detection**: Automatically detects XLSX files in Downloads folder
**Clean Color Scheme**: Improved white/blue theme for better readability

## 📦 **Installation**

```bash
pip install marketswimmer

� Quick Start

Command Line Usage

# Launch GUI
marketswimmer gui

# Process downloaded data
python process_financial_data.py TICKER

# Create visualizations
marketswimmer visualize --ticker TICKER

# Full analysis
marketswimmer analyze TICKER

GUI Workflow

  1. Launch GUI: marketswimmer gui or double-click launch_clean_gui.bat
  2. Select Ticker: Choose a stock symbol (e.g., AAPL, MSFT, BRK.B)
  3. Download Data: System opens StockRow page for manual data download
  4. Process Data: Run python process_financial_data.py TICKER
  5. Analyze: Use GUI "Calculate Owner Earnings" and "Create Visualizations" buttons

📊 Output Files

  • Charts: charts/[ticker]_*.png - Visual analysis charts
  • Data: data/owner_earnings_*.csv - Raw analysis data
  • Logs: logs/marketswimmer_*.log - Application logs

💡 Owner Earnings Formula

Owner Earnings = Net Income + Depreciation/Amortization - CapEx - Working Capital Changes

🎯 Features

  • ✅ Ticker-specific analysis
  • ✅ Annual and quarterly data processing
  • ✅ Professional visualizations
  • ✅ Automated chart generation
  • ✅ Clean directory organization
  • ✅ Comprehensive logging

📋 Requirements

  • Python 3.12+
  • pandas, matplotlib, seaborn
  • PyQt6 (for GUI)
  • Internet connection (for data download)