Fundamental Analysis for Value Investors

This repository contains R code to perform fundamental analysis for value investors. It leverages the dplyr and tidyverse libraries along with fmpcloudr to retrieve and analyze financial data from Financial Modeling Prep.

Features

• Analysis: Analyze key financials of a company.
• Visualization: Chart the cash ratio to visualize cash usage and sources.
• Benchmarking: Compare a company’s financial metrics with selected competitors.

Requirements

• R (version >= 4.0.0)
• RStudio (optional, but recommended)
• Packages: dplyr, tidyverse, fmpcloudr, ggplot2, shiny (for interactive visualizations)

Installation

1. Clone the repository:

   git clone https://github.com/yourusername/fundamental_analysis.git
   cd fundamental_analysis

2. Run the script on run_analysis.R:

3. Set up your API Token on : https://www.financialmodelingprep.com

Usage

1. Run the Analysis:

   source('scripts/main.R')

2. Select the Company and Competitors: Modify the run_analysis.R script to include the ticker of the company and its competitors.

Project Structure

• data/: Contains raw and processed data files.
• scripts/: Contains the main script to run the analysis (run_analysis.R) and for data retrieval, ratio analysis, an.
• reports/: Contains example reports and R Markdown files.
• tests/: Contains test scripts for the functions.

Contributing

Contributions are welcome! Please create a pull request with a detailed description of your changes.

License

This project is licensed under the MIT License.