Metadata-Version: 2.4
Name: marketswimmer
Version: 2.5.3
Summary: Modern Python tool for Buffett's Owner Earnings, DCF fair value, and robust quarterly analysis.
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
Dynamic: home-page
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Dynamic: requires-python

# MarketSwimmer - Owner Earnings Analysis Tool 🏊‍♂️📈

A comprehensive Python tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data, now with robust quarterly support, enhanced fair value calculation, and professional visualizations.

## 🚀 What's New in v2.5.2 (2025-08-16)

- **Accurate Quarterly Analysis:** Full quarter-by-quarter extraction and charting (no more Q1-only bug!)
- **Improved Fair Value DCF:** Enhanced scenario modeling and balance sheet adjustments
- **Cleaner Repo & Packaging:** Streamlined for PyPI, with automated cleanup and build scripts
- **GUI & CLI:** Modern PyQt6 GUI and powerful command-line interface
- **Professional Visualizations:** Multiple chart types, improved color schemes, and export options

## Key Features

- 📊 **Owner Earnings & DCF Analysis:** 10-year average, scenario-based, and per-share valuation
- 🗂️ **Automated Data Pipeline:** XLSX-to-CSV conversion, smart file detection, and logging
- 🖥️ **GUI & CLI:** Easy-to-use interface and full command-line support
- 📈 **Charts & Reports:** High-quality PNG charts and CSV exports for any ticker
- 🔍 **Open Source & Extensible:** MIT licensed, Python 3.8+, easy to extend

## Quick Start

```bash
pip install marketswimmer
marketswimmer gui
marketswimmer analyze TICKER
```

## 📦 **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)
