hw1

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library(tidyverse)

## ── Attaching core tidyverse packages ──────────────────────── tidyverse 2.0.0 ──
## ✔ dplyr     1.1.4     ✔ readr     2.1.5
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## ── Conflicts ────────────────────────────────────────── tidyverse_conflicts() ──
## ✖ dplyr::filter() masks stats::filter()
## ✖ dplyr::lag()    masks stats::lag()
## ℹ Use the conflicted package (<http://conflicted.r-lib.org/>) to force all conflicts to become errors

library(rvest)

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library(ggplot2)
library(quantmod)

## Loading required package: xts
## Loading required package: zoo
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library(kableExtra)

## 
## Attaching package: 'kableExtra'
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##     group_rows

library(TTR)  # For moving averages
ticker <- "MSFT"  # Microsoft Corp.
finviz_url <- paste0("https://finviz.com/quote.ashx?t=", ticker)
webpage <- read_html(finviz_url)
data <- webpage %>%
  html_nodes("table.snapshot-table2") %>%
  html_table(fill = TRUE)

if (length(data) > 0) {
  financials <- data[[1]]
  colnames(financials) <- c("Metric", "Value")
} else {
  financials <- data.frame(Metric = NA, Value = NA)
}

# Display Financials as a Table
kable(financials, caption = paste("Key Financials for", ticker))

Key Financials for MSFT
Metric	Value	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Index	DJIA, NDX, S&P 500	P/E	30.65	EPS (ttm)	12.42	Insider Own	1.47%	Shs Outstand	7.43B	Perf Week	-2.03%
Market Cap	2829.30B	Forward P/E	25.46	EPS next Y	14.95	Insider Trans	-0.09%	Shs Float	7.32B	Perf Month	-8.47%
Income	92.75B	PEG	2.14	EPS next Q	3.23	Inst Own	73.27%	Short Float	0.73%	Perf Quarter	-12.99%
Sales	261.80B	P/S	10.81	EPS this Y	11.46%	Inst Trans	1.36%	Short Ratio	2.38	Perf Half Y	-6.81%
Book/sh	40.71	P/B	9.35	EPS next Y	13.65%	ROA	18.47%	Short Interest	53.63M	Perf Year	-5.35%
Cash/sh	9.63	P/C	39.54	EPS next 5Y	14.33%	ROE	34.29%	52W Range	381.00 - 468.35	Perf YTD	-9.71%
Dividend Est.	3.27 (0.86%)	P/FCF	40.40	EPS past 5Y	18.45%	ROI	23.60%	52W High	-18.74%	Beta	0.99
Dividend TTM	3.16 (0.83%)	Quick Ratio	1.34	Sales past 5Y	14.40%	Gross Margin	69.41%	52W Low	-0.11%	ATR (14)	9.86
Dividend Ex-Date	Feb 20, 2025	Current Ratio	1.35	EPS Y/Y TTM	12.38%	Oper. Margin	44.96%	RSI (14)	32.76	Volatility	2.89% 2.05%
Employees	228000	Debt/Eq	0.34	Sales Y/Y TTM	15.04%	Profit Margin	35.43%	Recom	1.30	Target Price	508.26
Option/Short	Yes / Yes	LT Debt/Eq	0.30	EPS Q/Q	10.23%	Payout	25.42%	Rel Volume	1.29	Prev Close	393.31
Sales Surprise	1.11%	EPS Surprise	3.54%	Sales Q/Q	12.27%	Earnings	Jan 29 AMC	Avg Volume	22.52M	Price	380.59
SMA20	-5.33%	SMA50	-8.62%	SMA200	-10.47%	Trades		Volume	10,083,307	Change	-3.23%

# Get Stock Data from Yahoo Finance
getSymbols(ticker, src = "yahoo", from = Sys.Date() - 180, to = Sys.Date())

## [1] "MSFT"

# Calculate Daily Returns
stock_data <- get(ticker)
stock_data$Daily_Return <- dailyReturn(Cl(stock_data))

# Display Summary Statistics
summary(stock_data$Daily_Return)

##      Index             Daily_Return       
##  Min.   :2024-09-11   Min.   :-0.0618090  
##  1st Qu.:2024-10-23   1st Qu.:-0.0068034  
##  Median :2024-12-05   Median : 0.0004097  
##  Mean   :2024-12-07   Mean   :-0.0004965  
##  3rd Qu.:2025-01-22   3rd Qu.: 0.0068312  
##  Max.   :2025-03-07   Max.   : 0.0413069

# Calculate 20-day Moving Average
stock_data$Moving_Avg <- SMA(Cl(stock_data), n = 20)

# Plot Stock Price & Moving Average
chartSeries(stock_data, 
            theme = chartTheme("white"), 
            name = paste("Stock Price of", ticker),
            TA = "addSMA(n=20, col='red')")

hw1

2025-03-10

R Markdown

Including Plots