Metadata-Version: 2.4
Name: marketswimmer
Version: 2.5.1
Summary: Warren Buffett's Owner Earnings Analysis Tool - Calculate true economic earnings for any stock
Home-page: https://github.com/jeremevans/MarketSwimmer
Author: Jeremy Evans
Author-email: Jeremy Evans <jeremyevans@hey.com>
License: MIT
Project-URL: Homepage, https://github.com/jeremevans/MarketSwimmer
Project-URL: Bug Reports, https://github.com/jeremevans/MarketSwimmer/issues
Project-URL: Source, https://github.com/jeremevans/MarketSwimmer
Project-URL: Documentation, https://github.com/jeremevans/MarketSwimmer/blob/main/README.md
Keywords: finance,warren-buffett,owner-earnings,stocks,investment,financial-analysis
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Intended Audience :: Developers
Classifier: Topic :: Office/Business :: Financial :: Investment
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.8
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Operating System :: OS Independent
Requires-Python: >=3.8
Description-Content-Type: text/markdown
License-File: LICENSE
Requires-Dist: pandas>=1.3.0
Requires-Dist: matplotlib>=3.5.0
Requires-Dist: seaborn>=0.11.0
Requires-Dist: numpy>=1.21.0
Requires-Dist: openpyxl>=3.0.0
Requires-Dist: PyQt6>=6.0.0
Requires-Dist: typer>=0.9.0
Requires-Dist: rich>=13.0.0
Requires-Dist: requests>=2.25.0
Requires-Dist: click>=8.0.0
Requires-Dist: shellingham>=1.3.0
Provides-Extra: dev
Requires-Dist: pytest>=7.0.0; extra == "dev"
Requires-Dist: black>=22.0.0; extra == "dev"
Requires-Dist: flake8>=4.0.0; extra == "dev"
Requires-Dist: mypy>=0.950; extra == "dev"
Provides-Extra: gui
Requires-Dist: PyQt6>=6.0.0; extra == "gui"
Dynamic: author
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# 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:

````bash
# 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

```bash
# 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)
