IDX Fundamental Analysis

Description

IDX Fundamental Analysis project aims to retrieve and analyse fundamental stock data of companies listed on the Indonesian Stock Exchange (IDX). It fetches stock data and key statistics using Selenium, requests, and various provider APIs, and stores the resultant data in Google Sheets or local Excel file for easy access and analysis.

Features

• Fetch Stock Data from IDX: Use Selenium web driver to scrape stock data from IDX.
• Retrieve Fundamental Data: Obtain key statistics and fundamental data using StockBit and YFinance API.
• Google Sheets Integration: Create and update Google Sheets with stock data using Google Drive API. Required Google Service Account environment variable.
• Save as Excel: Stored the fundamental analysis data in your local file.
• Store to SQLite: Stored all data to persistent storage.
• Logging: Robust logging using Loguru for debugging and tracking purposes.

Installation

Prerequisites

• Python 3.12
• Poetry

Steps

1. Clone the repository:

   git clone https://github.com/yourusername/idx-fundamental.git
   cd idx-fundamental

2. Install dependencies:

   poetry install --no-root

3. Set up environment variables:

   Create a .env file in the project root directory and add the following environment variables:

   GOOGLE_SERVICE_ACCOUNT='{
     "type": "service_account",
     "project_id": "...",
     "private_key_id": "...",
     "private_key": "-----BEGIN PRIVATE KEY-----\n...\n-----END PRIVATE KEY-----\n",
     "client_email": "...",
     "client_id": "...",
     "auth_uri": "https://accounts.google.com/o/oauth2/auth",
     "token_uri": "https://oauth2.googleapis.com/token",
     "auth_provider_x509_cert_url": "https://www.googleapis.com/oauth2/v1/certs",
     "client_x509_cert_url": "..."
   }'
   
   GOOGLE_DRIVE_EMAILS='["email1@gmail.com", "email2@gmail.com"]'
   STOCKBIT_USERNAME='hello@example.com'
   STOCKBIT_PASSWORD='pwd'

Usage

1. Run the main script:

   python main.py -f -o excel

   • The -f or --full-retrieve argument is optional. If included, the script will retrieve full stock data from IDX. If not set, it only retrieve first page which is only 10 stocks.

   • The -o or --output-format argument with two choices: spreadsheet and excel. Output will be saved into Google Sheet or Excel local file.

   • This will start the process of fetching stock data from IDX, retrieving key statistics from StockBit, and inserting them into a Google Sheet.

Configuration

The primary configuration options include environment variables set in the .env file. Ensure you have authenticated and authorized access to Google Drive and possessed a valid username and password for StockBit API access.

Contribution Guidelines

Contributions are welcome! Feel free to open issues or submit pull requests. Please follow these guidelines:

1. Fork the repository.
2. Create a new branch for your feature/bug fix.
3. Make your changes, ensuring tests pass.
4. Open a pull request with a detailed description of your changes.

Testing

Currently, the project does not include unit tests. However, testing can be done by running the main.py script and verifying the output in the Google Sheet.

Result

File [Limited only 10 stocks]

• IDX Fundamental Analysis 05-10-2024

Screencast

TODO

1. Dashboard support using Streamlit.
2. Sentiment Analysis using LLMs, will use OpenAI and Ollama.
3. Time Series Forecasting using ETS, ARIMA, and Prophet.

License

This project is licensed under the MIT License. See the LICENSE file for details.

Acknowledgements

• Stockbit for IDX composite key statistics and stock prices data.
• Selenium for web scraping capabilities.
• Loguru for logging.
• yfinance for financial data.
• Google APIs for integration with Google Sheets.