# Stock Intelligence System - Setup & Usage Guide

## 📋 Overview

This system automatically collects comprehensive data on publicly traded stocks from TSX, TSXV, CSE, and CBOE exchanges **without requiring any API keys**. All data is collected via web scraping.

## 🎯 What This System Does

For each stock on the target exchanges, it:

1. **Extracts company listings** with ticker, name, sector, industry
2. **Scrapes financial data** from Yahoo Finance (3 years + TTM)
3. **Collects news articles** from Google News (last 12 months)
4. **Gathers press releases** from GlobeNewswire, Newswire.ca, etc.
5. **Stores everything** in a SQLite database
6. **Generates text reports** for each stock

## 🚀 Getting Started

### Step 1: Install Dependencies

```bash
cd /Users/macbook/Desktop/Victor

# Install Python packages
pip install -r requirements.txt

# Install Playwright browser
python3 -m playwright install chromium
```

### Step 2: Test the Setup

```bash
# Run a quick test on a few stocks
python test_extraction.py
```

This will:
- Extract CSE listings
- Show you what data was captured
- Save HTML for debugging if needed

### Step 3: Run the Full Pipeline

```bash
# Test mode (5 stocks for testing)
python main.py

# Full pipeline (all stocks - takes hours!)
python main.py --full
```

## 📊 Output Structure

After running, you'll have:

```
data/
├── listings/
│   ├── tsx_tsxv_listings.json      # TSX/TSXV stocks
│   ├── cse_listings.json           # CSE stocks
│   ├── cboe_listings.json          # CBOE stocks
│   └── all_listings_combined.json  # All stocks combined
│
├── financials/
│   ├── TICKER1_yahoo.json          # Financial data per stock
│   ├── TICKER2_yahoo.json
│   └── ...
│
├── news/
│   ├── TICKER1_news_pr.json        # News & press releases
│   ├── TICKER2_news_pr.json
│   └── ...
│
├── reports/
│   ├── TICKER1_report.txt          # Human-readable report
│   ├── TICKER2_report.txt
│   └── ...
│
└── stocks.db                        # SQLite database with all data
```

## 🔧 Individual Components

You can run each step separately:

### 1. Extract Listings Only

```bash
python extract_listings.py
```

This will:
- Open a browser window (non-headless for debugging)
- Navigate to each exchange
- Extract all stock listings
- Save to `data/listings/`

### 2. Import to Database

```bash
python database.py
```

This will:
- Create the SQLite database schema
- Import listings from JSON files
- Show statistics

### 3. Scrape Financials

```bash
python scrape_yahoo_finance.py
```

This will:
- Load stocks from listings
- Scrape Yahoo Finance for each
- Save financial data to JSON
- Takes ~2-3 seconds per stock

### 4. Scrape News & Press Releases

```bash
python scrape_news_pr.py
```

This will:
- Search Google News for each stock
- Search press release sites
- Save all articles/releases
- Takes ~10-15 seconds per stock

## 📝 Understanding the Data

### Stock Listings Format

```json
{
  "symbol": "ABC",
  "name": "ABC Company Inc.",
  "exchange": "TSX",
  "sector": "Technology",
  "industry": "Software",
  "extracted_at": "2025-11-06T10:30:00"
}
```

### Financial Data Format

```json
{
  "ticker": "ABC",
  "yahoo_ticker": "ABC.TO",
  "profile": {
    "current_price": 25.50
  },
  "statistics": {
    "market_cap": "500M",
    "pe_ratio": "15.2",
    "forward_eps": "1.68"
  },
  "financials": {
    "total_revenue": ["1.2B", "1.1B", "1.0B"],
    "net_income": ["120M", "110M", "100M"]
  }
}
```

### News Data Format

```json
{
  "ticker": "ABC",
  "news_articles": [
    {
      "title": "ABC Company Reports Strong Earnings",
      "source": "Financial Post",
      "date": "2 days ago",
      "url": "https://...",
      "snippet": "..."
    }
  ],
  "press_releases": [
    {
      "title": "ABC Announces New Product Line",
      "source": "GlobeNewswire",
      "date": "Nov 1, 2025",
      "url": "https://..."
    }
  ]
}
```

## 🗄️ Database Schema

The SQLite database (`data/stocks.db`) contains:

### Main Tables
- **stocks_master** - All stock information
- **financial_statements** - Income statement, balance sheet, cash flow
- **financial_metrics** - Calculated ratios (P/E, ROE, etc.)
- **news_articles** - News from various sources
- **press_releases** - Official company releases
- **filings** - Regulatory filings (SEDAR+, SEC)
- **agm_info** - Annual general meeting details
- **tax_disclosures** - Tax-related information
- **coverage_report** - Tracks data completeness per stock

### Query Examples

```python
import sqlite3

# Connect to database
conn = sqlite3.connect('data/stocks.db')
cursor = conn.cursor()

# Get all TSX stocks
cursor.execute("SELECT symbol, company_name FROM stocks_master WHERE exchange='TSX'")
stocks = cursor.fetchall()

# Get stocks with complete data
cursor.execute("""
    SELECT ticker, exchange 
    FROM coverage_report 
    WHERE has_financials=1 AND has_news=1
""")
complete_stocks = cursor.fetchall()

# Get all news for a specific stock
cursor.execute("""
    SELECT title, source, published_date 
    FROM news_articles 
    WHERE stock_id = (SELECT id FROM stocks_master WHERE symbol='ABC')
""")
news = cursor.fetchall()
```

## ⚠️ Important Considerations

### Rate Limiting
- Scripts include delays between requests (2-5 seconds)
- Respectful of server resources
- May take several hours for full dataset

### Data Quality
- Not all stocks have Yahoo Finance data (especially microcaps)
- News availability varies by stock
- Some press releases may be behind paywalls

### Troubleshooting

**Problem: No listings extracted**
- Check `data/listings/*_page.html` files
- Websites may have changed their structure
- May need to update selectors in `extract_listings.py`

**Problem: Yahoo Finance returns errors**
- Stock may not be listed on Yahoo
- Try different ticker suffix (.TO vs .V for Canadian stocks)
- Check `data/financials/*_yahoo.json` for error messages

**Problem: News scraping fails**
- Google may rate-limit searches
- Increase delays in `scrape_news_pr.py`
- Consider running in smaller batches

## 🔄 Automation & Scheduling

To run this automatically on a schedule:

### Using cron (macOS/Linux)

```bash
# Edit crontab
crontab -e

# Run every week on Sunday at 2 AM
0 2 * * 0 cd /Users/macbook/Desktop/Victor && /usr/local/bin/python3 main.py --full >> /tmp/stock_scraper.log 2>&1
```

### Manual Scheduling

```bash
# Create a shell script
cat > run_scraper.sh << 'EOF'
#!/bin/bash
cd /Users/macbook/Desktop/Victor
python3 main.py --full
EOF

chmod +x run_scraper.sh

# Run it whenever needed
./run_scraper.sh
```

## 📈 Next Steps

After collecting the data, you can:

1. **Analyze** - Use pandas/numpy to analyze financial trends
2. **Visualize** - Create charts with matplotlib/plotly
3. **Screen** - Filter stocks by criteria (P/E ratio, revenue growth, etc.)
4. **Monitor** - Track specific stocks over time
5. **Export** - Generate Excel reports, CSV exports, etc.

## 🐛 Known Issues

1. **Dynamic content** - Some exchange sites may change their layouts
2. **Ticker formats** - Canadian stocks have different suffixes (.TO, .V, .CN)
3. **Rate limits** - Google/Yahoo may temporarily block if too aggressive
4. **JavaScript rendering** - Sites may block headless browsers

## 💡 Tips

- Start with test mode to verify everything works
- Run during off-peak hours to avoid rate limits
- Check coverage_report table to see data completeness
- Save HTML files for debugging when extraction fails
- Use database queries for efficient data analysis

## 📞 Support

Check these files for more info:
- `PROGRESS.md` - Current implementation status
- `README.md` - Original technical plan
- Individual script files have detailed comments

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**Last Updated:** November 6, 2025