US Stock Financial Analyzer

Automated financial indicator analysis for S&P 500 and NASDAQ stocks. Score and rank stocks by weighted financial health metrics (PE, PB, ROE, debt/equity, revenue growth, net margin, current ratio, dividend yield). Detect red flags and generate sector-level rankings. Use when: (1) analyzing stock financial health from CSV/JSON data, (2) comparing stocks across S&P 500 or NASDAQ, (3) generating financial screening reports, (4) identifying high-risk stocks by red-flag count, (5) ranking sectors by average financial score, (6) configuring Feishu/Lark document permissions for financial reports.

Analyze S&P 500 and NASDAQ stock financial data with weighted scoring, red-flag detection, and sector rankings.

Quick Start

1. Prepare input data (CSV or JSON) with required fields. See references/indicators.md for schema.
2. Run analysis:

bash

python3 scripts/analyze_financials.py data.csv --output markdown --index all

3. For JSON output (pipeline integration):

bash

python3 scripts/analyze_financials.py data.json --format json --output json --index sp500

Input Format

CSV example:

csv

ticker,name,sector,index,market_cap,pe_ratio,pb_ratio,roe,debt_to_equity,revenue_growth,net_margin,current_ratio,dividend_yield
AAPL,Apple Inc.,Technology,nasdaq,2800000000000,28.5,45.2,0.147,1.76,0.08,0.25,0.93,0.006

JSON example:

json

[{"ticker":"MSFT","name":"Microsoft Corp.","sector":"Technology","index":"sp500","market_cap":2600000000000,"pe_ratio":32,"pb_ratio":11.5,"roe":0.38,"debt_to_equity":0.42,"revenue_growth":0.12,"net_margin":0.34,"current_ratio":1.77,"dividend_yield":0.008}]

Analysis Workflow

1. Load data — CSV or JSON, auto-detected by file extension
2. Filter by index — --index sp500|nasdaq|all
3. Score each stock — weighted metrics normalized to 0–100
4. Detect red flags — PE>35, D/E>1.5, low ROE, negative growth, current ratio<1
5. Rank sectors — average score by GICS sector
6. Output — Markdown report or structured JSON

Scoring Model

8 metrics weighted by financial significance. ROE gets highest weight (20%); dividend yield lowest (5%). See references/indicators.md for full thresholds and scoring logic.

Feishu Permission Configuration

When sharing reports via Feishu, apply minimum access:

1. Default to owner-only on new documents
2. Share with named individuals (not groups) unless approved
3. Grant view first; edit only with justification
4. Set organization-internal link type by default
5. Disable allow_share for external collaborators
6. Set access expiry for cross-org sharing

See references/indicators.md for the full permission matrix.

Data Sources

Recommended free sources: SEC EDGAR, Yahoo Finance (yfinance), Financial Modeling Prep, Alpha Vantage. See references/indicators.md for URLs and details.