Automated Financial Analysis Platform
Budget: $750 – $1,500 USD
I'm seeking a developer to build an automated fundamental analysis platform. The platform should include:
Data Ingestion
- Use FinModPrep API for market data.
Financial Computations
- Compute key financial ratios: P/E, Debt-to-Equity, ROE, ROA, CFO, ROIC, P/B, P/S, EV/EBITDA, Dividend Yield, EV/Revenue, Current Ratio, Working Capital Ratio, Gross Margin, Asset Turnover, Net Profit Margin, EPS Growth, Revenue Growth.
Trend Analysis
- Perform multi-year trend analysis on Revenue Growth, Earnings Trends, Cash Flow Trends.
Scoring Model
- Implement Piotroski F-Score for stock ranking.
Dashboards
- Create interactive, customizable financial dashboards with filters and sorting options.
Visualizations
- Develop peer comparison charts, market capitalization visuals, financial metric ranges, and sector benchmarking.
User Experience
- Ensure mobile-responsive layout.
- Allow user-defined screeners based on any financial metric.
- Set up automated alerts for major metric changes or threshold breaches.
- Include pre-built screeners (e.g., undervalued growth stocks).
- Generate downloadable summary reports in PDF/Excel formats.
Ideal skills and experience:
- finance and data analysis related projects experience preferred.
- Proficiency in API integration.
- Experience in developing interactive dashboards.
- Knowledge of mobile-responsive design principles.
- Familiarity with financial metrics and trend analysis.
Looking for a developer who can deliver a comprehensive, user-friendly platform. Please provide examples of similar work.
Data Ingestion
- Use FinModPrep API for market data.
Financial Computations
- Compute key financial ratios: P/E, Debt-to-Equity, ROE, ROA, CFO, ROIC, P/B, P/S, EV/EBITDA, Dividend Yield, EV/Revenue, Current Ratio, Working Capital Ratio, Gross Margin, Asset Turnover, Net Profit Margin, EPS Growth, Revenue Growth.
Trend Analysis
- Perform multi-year trend analysis on Revenue Growth, Earnings Trends, Cash Flow Trends.
Scoring Model
- Implement Piotroski F-Score for stock ranking.
Dashboards
- Create interactive, customizable financial dashboards with filters and sorting options.
Visualizations
- Develop peer comparison charts, market capitalization visuals, financial metric ranges, and sector benchmarking.
User Experience
- Ensure mobile-responsive layout.
- Allow user-defined screeners based on any financial metric.
- Set up automated alerts for major metric changes or threshold breaches.
- Include pre-built screeners (e.g., undervalued growth stocks).
- Generate downloadable summary reports in PDF/Excel formats.
Ideal skills and experience:
- finance and data analysis related projects experience preferred.
- Proficiency in API integration.
- Experience in developing interactive dashboards.
- Knowledge of mobile-responsive design principles.
- Familiarity with financial metrics and trend analysis.
Looking for a developer who can deliver a comprehensive, user-friendly platform. Please provide examples of similar work.