110 lines
4.0 KiB
Python
110 lines
4.0 KiB
Python
"""
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Financial Advisory Algorithm - Phase 7 (Bi-Directional / Market Neutral)
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Analyzes Technicals + News to suggest Long, Short, or Hedge positions.
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"""
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import technical_analyzer
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import news_analyzer
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import sys
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import os
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from dotenv import load_dotenv
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load_dotenv()
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API_KEY = os.environ.get("FMP_API_KEY", "")
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def get_user_input():
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print("\n=== Financial Advisor (Bi-Directional Hedge Edition) ===")
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ticker = input("Enter Stock Ticker (e.g., ^NSEBANK, NVDA): ").strip().upper()
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if not ticker: ticker = "^NSEBANK"
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try:
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budget = float(input("Enter Monthly Budget (in USD/GBP): ").strip())
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except ValueError: budget = 150.0
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return ticker, budget
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def determine_strategy(tech, sent):
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"""
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Combines news sentiment and technicals to pick direction.
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"""
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price = tech['price']
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ema5 = tech.get('ema_5', price)
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bb_upper = tech.get('bb_upper', 0)
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bb_lower = tech.get('bb_lower', 0)
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bb_width = (bb_upper - bb_lower) / price if price > 0 else 0
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sentiment_score = sent['average_score']
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analysis = []
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# DIRECTIONAL BIAS
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technical_bias = "BULLISH" if price > ema5 else "BEARISH"
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sentiment_bias = "BULLISH" if sentiment_score > 0.1 else "BEARISH" if sentiment_score < -0.1 else "NEUTRAL"
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analysis.append(f"Technical Bias (EMA 5): {technical_bias}")
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analysis.append(f"Sentiment Bias (News): {sentiment_bias} ({sentiment_score})")
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# DECISION LOGIC
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if bb_width > 0.08:
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# High volatility = Hedge
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signal = "HEDGE (50% Long / 50% Short)"
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reason = "Market volatility is extremely high (BB Width > 8%). Hedging will neutralize risk from weekend news gaps."
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elif technical_bias == "BULLISH" and sentiment_bias != "BEARISH":
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signal = "AGGRESSIVE LONG"
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reason = "Price is trending above EMA 5 and news sentiment confirms strength."
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elif technical_bias == "BEARISH" and sentiment_bias != "BULLISH":
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signal = "AGGRESSIVE SHORT"
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reason = "Price is breaking down and news sentiment is negative. Profit from the drop."
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else:
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# Conflict between news and tech
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signal = "TACTICAL HEDGE / WAIT"
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reason = "Conflicting signals (Tech vs Sentiment). Protecting capital is a priority."
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return {
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'signal': signal,
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'reason': reason,
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'details': analysis,
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'sentiment_data': sent
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}
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def print_trade_plan(ticker, budget, tech, strategy):
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print(f"\n--- {ticker} BI-DIRECTIONAL PLAN ---")
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for detail in strategy['details']:
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print(f" * {detail}")
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print(f"\n RECOMMENDED ACTION: {strategy['signal']}")
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print(f" RATIONALE: {strategy['reason']}")
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price = tech['price']
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if "LONG" in strategy['signal']:
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print(f"\n [BULLISH EXECUTION]")
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print(f" - Entry: {price:.2f}")
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print(f" - Target: {price * 1.05:.2f} (+5%)")
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print(f" - Stop: {price * 0.97:.2f} (-3%)")
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elif "SHORT" in strategy['signal']:
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print(f"\n [BEARISH EXECUTION]")
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print(f" - Entry: {price:.2f} (Sell)")
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print(f" - Target: {price * 0.95:.2f} (Profit from drop)")
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print(f" - Stop: {price * 1.03:.2f} (Exit if price rises)")
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elif "HEDGE" in strategy['signal']:
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print(f"\n [NEUTRAL EXECUTION]")
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print(f" - Long Px: {price:.2f} (50% Allocation)")
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print(f" - Short Px: {price:.2f} (50% Allocation)")
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print(f" - Effect: Portfolio value stays stable regardless of Monday open.")
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def main():
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ticker, budget = get_user_input()
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print(f"\n... Analyzing {ticker} (Technicals + News) ...")
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tech_data = technical_analyzer.get_technicals(ticker, API_KEY)
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# Fetch real news
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news_items = news_analyzer.fetch_news(ticker, limit=5)
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sentiment = news_analyzer.analyze_sentiment(news_items)
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if tech_data:
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strategy = determine_strategy(tech_data, sentiment)
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print_trade_plan(ticker, budget, tech_data, strategy)
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else:
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print("Failed to fetch data.")
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if __name__ == "__main__":
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main()
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