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Final_Presentation.Rmd
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---
title: "MoSART"
subtitle: "Mo Stocks Analysis and Recommendation Tool"
author: "Mohammed Ali"
date: "December 24, 2018"
output: slidy_presentation
background-image: url('./MoSART/music_money.png');}
---
```{r setup, include=FALSE}
knitr::opts_chunk$set(echo = FALSE)
```
## 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
{width=90%}
## 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
{width=100%}
## 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
{width=100%}
## 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.
{width=100%}
## Buy & Sell Simulator (Cont.)
Trader can switch between visualization differet types
{width=100%}
{width=100%}
## Buy & Sell Simulator (Cont.)
Trader can change visualization appeareance
{width=100%}
## 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
{width=100%}
{width=100%}
## Buy & Sell Simulator (Cont.)
{width=100%}
{width=100%}
## Buy & Sell Simulator (Cont.)
{width=100%}
{width=100%}
## 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
{width=100%}
## Simulation
Using Monte Carlo simulation and based on the stock daily return in previous period, the tool predict the price in the future.
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Financials
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Profitability
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Cash Flow Ratios
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Financial Health
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Efficiency Ratios
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Growth
{width=100%}
## Stock Key Ratios
- Using different online tools to get the recent stock key ratios like:
+ Valuation Ratios
{width=100%}
## Stock Key Stats
- Using different online tools to get the recent stock statistics like:
+ Yahoo
{width=100%}
{width=100%}
## Stock Key Stats
- Using different online tools to get the recent stock statistics like:
+ Yahoo
{width=100%}
{width=100%}
## Stock Key Stats
- Using different online tools to get the recent stock statistics like:
+ FinViz
{width=100%}
## Stock Finance Statement
- Using different online tools to get the recent stock Finance Statements like:
+ IS
{width=100%}
## Stock Finance Statement
- Using different online tools to get the recent stock Finance Statements like:
+ BS
{width=100%}
## Stock Finance Statement
- Using different online tools to get the recent stock Finance Statements like:
+ CF
{width=100%}
## 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**