# MarketSwimmer - Owner Earnings Analysis Tool 🏊♂️📈
A comprehensive tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data with **NEW Fair Value Calculation** using DCF methodology.
## 🆕 **v2.2.3 - Fair Value Analysis**
**NEW FEATURE**: Calculate intrinsic fair value using Owner Earnings DCF methodology!
- 📊 **DCF Analysis**: Uses 10-year average Owner Earnings as future cash flow
- 💰 **Fair Value Calculation**: Discounts cash flows using 10-year Treasury rate
- 🎯 **Scenario Analysis**: Conservative, Base Case, Optimistic, and Pessimistic valuations
- 💡 **Balance Sheet Adjustments**: Accounts for cash, investments, and debt
- 📈 **Per-Share Valuation**: Calculates intrinsic value per share
- 🖥️ **GUI Integration**: Easy-to-use interface with input dialogs
- 💻 **CLI Support**: Full command-line interface for power users
### Quick Fair Value Example:
````bash
# Calculate fair value for Apple
ms fair-value --ticker AAPL --growth 0.03 --cash 100000000000 --debt 20000000000 --shares 15000
# Or use the GUI
ms gui
```ketSwimmer - Owner Earnings Analysis Tool 🏊♂️📈
A comprehensive tool for analyzing Warren Buffett's "Owner Earnings" from financial statement data.
## � **v2.1.0 - What's New**
✅ **Complete Data Processing Pipeline**: Automated XLSX-to-CSV conversion for seamless workflow
✅ **Real Quarterly Data**: Proper quarter-by-quarter financial analysis (not just annual duplicates)
✅ **Professional Visualizations**: 3 chart types with recent years focus
✅ **Smart Download Detection**: Automatically detects XLSX files in Downloads folder
✅ **Clean Color Scheme**: Improved white/blue theme for better readability
## 📦 **Installation**
```bash
pip install marketswimmer
````
## � Quick Start
### Command Line Usage
```bash
# Launch GUI
marketswimmer gui
# Process downloaded data
python process_financial_data.py TICKER
# Create visualizations
marketswimmer visualize --ticker TICKER
# Full analysis
marketswimmer analyze TICKER
```
### GUI Workflow
1. **Launch GUI**: `marketswimmer gui` or double-click `launch_clean_gui.bat`
2. **Select Ticker**: Choose a stock symbol (e.g., AAPL, MSFT, BRK.B)
3. **Download Data**: System opens StockRow page for manual data download
4. **Process Data**: Run `python process_financial_data.py TICKER`
5. **Analyze**: Use GUI "Calculate Owner Earnings" and "Create Visualizations" buttons
## 📊 Output Files
- **Charts**: `charts/[ticker]_*.png` - Visual analysis charts
- **Data**: `data/owner_earnings_*.csv` - Raw analysis data
- **Logs**: `logs/marketswimmer_*.log` - Application logs
## 💡 Owner Earnings Formula
```
Owner Earnings = Net Income + Depreciation/Amortization - CapEx - Working Capital Changes
```
## 🎯 Features
- ✅ Ticker-specific analysis
- ✅ Annual and quarterly data processing
- ✅ Professional visualizations
- ✅ Automated chart generation
- ✅ Clean directory organization
- ✅ Comprehensive logging
## 📋 Requirements
- Python 3.12+
- pandas, matplotlib, seaborn
- PyQt6 (for GUI)
- Internet connection (for data download)
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