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feat: Integrate I_Score for institutional sponsorship in CANSLIM screener

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Bobby Abellana (aider) 2025-02-06 18:59:10 -08:00
parent f62cd47292
commit c0285bb0c7
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GPG Key ID: 647714CC45F3647B
3 changed files with 8 additions and 1 deletions
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4
src/main.py
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@ -3,6 +3,7 @@ from screener.data_fetcher import validate_date_range, fetch_financial_data, get
from screener.c_canslim import check_quarterly_earnings, check_return_on_equity, check_sales_growth from screener.c_canslim import check_quarterly_earnings, check_return_on_equity, check_sales_growth
from screener.a_canslim import check_annual_eps_growth from screener.a_canslim import check_annual_eps_growth
from screener.l_canslim import check_industry_leadership # ✅ NEW: Import L Score function from screener.l_canslim import check_industry_leadership # ✅ NEW: Import L Score function
from screener.i_canslim import check_institutional_sponsorship # ✅ NEW: Import I Score function
from screener.csv_appender import append_scores_to_csv from screener.csv_appender import append_scores_to_csv
from screener.screeners import SCREENERS # Import categories from screener.screeners import SCREENERS # Import categories
from screener.user_input import get_user_screener_selection # Import function from screener.user_input import get_user_screener_selection # Import function
@ -52,6 +53,9 @@ def main():
elif screener == "L_Score": elif screener == "L_Score":
scores[screener] = check_industry_leadership(symbol) # ✅ NEW: Industry Leadership Calculation scores[screener] = check_industry_leadership(symbol) # ✅ NEW: Industry Leadership Calculation
print(f"🟢 {symbol} - L_Score: {scores[screener]}") # ✅ DEBUG LOG print(f"🟢 {symbol} - L_Score: {scores[screener]}") # ✅ DEBUG LOG
elif screener == "I_Score":
scores[screener] = check_institutional_sponsorship(symbol) # ✅ NEW: Institutional Sponsorship Check
print(f"🏢 {symbol} - I_Score: {scores[screener]}") # ✅ DEBUG LOG
# Apply user-defined threshold if applicable # Apply user-defined threshold if applicable
if isinstance(threshold, (int, float)): if isinstance(threshold, (int, float)):

2
src/screener/csv_appender.py
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@ -30,6 +30,8 @@ def append_scores_to_csv(symbol, scores):
headers = existing_headers if existing_headers else new_headers headers = existing_headers if existing_headers else new_headers
if "L_Score" not in headers: if "L_Score" not in headers:
headers.insert(-1, "L_Score") # Ensure L_Score is before Total_Score headers.insert(-1, "L_Score") # Ensure L_Score is before Total_Score
if "I_Score" not in headers:
headers.insert(-1, "I_Score") # Ensure I_Score is before Total_Score
# Ensure order consistency for output # Ensure order consistency for output
row_data = {header: scores.get(header, 0) for header in headers} row_data = {header: scores.get(header, 0) for header in headers}

3
src/screener/screeners.py
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@ -5,7 +5,8 @@ SCREENERS = {
"Annual_EPS_Score": "Checks 3-year annual EPS growth", "Annual_EPS_Score": "Checks 3-year annual EPS growth",
"Sales_Score": "Checks quarterly sales growth", "Sales_Score": "Checks quarterly sales growth",
"ROE_Score": "Checks return on equity", "ROE_Score": "Checks return on equity",
"L_Score": "Checks if the stock is a leader in its industry" # ✅ NEW: Added L_Score "L_Score": "Checks if the stock is a leader in its industry", # ✅ NEW: Added L_Score
"I_Score": "Checks institutional sponsorship and ownership trends" # ✅ NEW: Added I_Score
}, },
"Volume-Based": { "Volume-Based": {
"Volume_Oscillator_Score": "Checks for unusual volume surges", "Volume_Oscillator_Score": "Checks for unusual volume surges",