Mo Stocks Analysis and Recommendation Tool (MoSART)

• A collection of stock analysis tools so trader can make a decision about certain stock.
• The tools included in MoSART are:
  • Stocks List Retrieval
  • Stock Prices Analysis
  • Stock Key Ratios
  • Stock Key Stats
  • Stock Finance Statement

Stocks List Retrieval

Retrieves list of index/exchange stocks and provides:

• Nearly 10,000 stock in different sectors and industries to work with.
• Ability to print this list or download it in different formats.
• Filter Stocks with different certaria with the ability to sort the resutls
• Perform other MoSART tools analysis on the selected stock

Stock Prices Analysis

• This tool is concerning to analyze how the stock is behaving, prices wise, in the market.
• To achieve that purpose it has 3 sub tools:
• Buy & Sell Simulator
• Periodic Return
• Prices Simulation

Buy & Sell Simulator

• Trader can observe how the stock is behaving in the market based on his/her indicators and signals selections
• Indicators and Signals can be added/removed at run time.
• Selected indicators and signals are key part in the buy/sell simulation process
• Trader can visualize the market and compare between those indicators

Buy & Sell Simulator (Cont.)

• Trader can select the price source among Yahoo, Qundl and Alpha Vantage
• Trader can zoom the market chart in to include shorter period and out to include longer period.

Buy & Sell Simulator (Cont.)

Trader can switch between visualization differet types

Buy & Sell Simulator (Cont.)

Trader can change visualization appeareance

Buy & Sell Simulator (Cont.)

• After Trader finished his/her initial setup he/she can simulate buy/sell prices by clicking the Simulate button to display simulation detailed report
• Simulation is done via Multivariate Adaptive Regression Splines (MARS) algorithm

Buy & Sell Simulator (Cont.)

Buy & Sell Simulator (Cont.)

Periodic Return

• Calculates the return from the given stock in given period.
• Provide simple prediction on how the return is behaving in future using liner regression

Simulation

Using Monte Carlo simulation and based on the stock daily return in previous period, the tool predict the price in the future.

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Financials

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Profitability

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Cash Flow Ratios

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Financial Health

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Efficiency Ratios

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Growth

Stock Key Ratios

• Using different online tools to get the recent stock key ratios like:
  • Valuation Ratios

Stock Key Stats

• Using different online tools to get the recent stock statistics like:
  • Yahoo

Stock Key Stats

• Using different online tools to get the recent stock statistics like:
  • Yahoo

Stock Key Stats

• Using different online tools to get the recent stock statistics like:
  • FinViz

Stock Finance Statement

• Using different online tools to get the recent stock Finance Statements like:
  • IS

Stock Finance Statement

• Using different online tools to get the recent stock Finance Statements like:
  • BS

Stock Finance Statement

• Using different online tools to get the recent stock Finance Statements like:
  • CF

Future Releases

• Buy & Sell Prediction
  • Add more simulation and prediction algorithms like deep learning and support vector machine (SVM)
  • Add more strategies to provide trader more simulation freedom
  • Allow trader to control strategy paramters
• Expected stock outcome
  • Enhance next stock outcome predication
• Stock Portofolio Builder
  • Allow trader to select mutiple stockts to compare between them
  • Allow trader to save his/her set of stock selections and analysis

Tools and Techniques

• R (tidyverse, tidyquant, alphavantager, Quandl, earth, DMwR2 and PerformanceAnalytics)
• Shiny R
• Web Scrapping for online finace tools like Yahoo and FinViz