A comprehensive tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data with NEW Fair Value Calculation using DCF methodology.
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
# 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
# Launch GUI
marketswimmer gui
# Process downloaded data
python process_financial_data.py TICKER
# Create visualizations
marketswimmer visualize --ticker TICKER
# Full analysis
marketswimmer analyze TICKER
-
Launch GUI:
marketswimmer gui
or double-clicklaunch_clean_gui.bat
- Select Ticker: Choose a stock symbol (e.g., AAPL, MSFT, BRK.B)
- Download Data: System opens StockRow page for manual data download
-
Process Data: Run
python process_financial_data.py TICKER
- Analyze: Use GUI "Calculate Owner Earnings" and "Create Visualizations" buttons
-
Charts:
charts/[ticker]_*.png
- Visual analysis charts -
Data:
data/owner_earnings_*.csv
- Raw analysis data -
Logs:
logs/marketswimmer_*.log
- Application logs
Owner Earnings = Net Income + Depreciation/Amortization - CapEx - Working Capital Changes
- ✅ Ticker-specific analysis
- ✅ Annual and quarterly data processing
- ✅ Professional visualizations
- ✅ Automated chart generation
- ✅ Clean directory organization
- ✅ Comprehensive logging
- Python 3.12+
- pandas, matplotlib, seaborn
- PyQt6 (for GUI)
- Internet connection (for data download)