Phase 2 - Security Analysis
so Security Analysis Phase 2 is a just a continuation of phase 1.
I did not mention this in the video below, but I would like step 2 to now be step 1 and step 1 to be step 2. Just switch them, this will help in the analysis.
Also in the current step 1 (will be the new step 2 once you switch the steps like mentioned above) I can choose to narrow down to top 50 in any category. I'd like to also add an option to where it's percentage. for example i want to take the top 20% of standard deviation sorted from highest to lowest to be put into the new narrowed down list. So to get the 20% the program will look at how many rows are in the file and if there are say 200, then 20% will be the top 40 rows. This will be very helpful when trying to run phase 2 because i might say to take the top 50 standard deviation, but one of the 'morningstar categories' might only have 30 rows...where saying 20% will work in ALL cases no matter how long or short the list is. So if you can add an option where we can just choose to take a percentage. but leave the option to take a # like we currently have.
Just filmed a 15 minute video explaining what i want. Take a watch and let me know if that makes any sense. also attached is the large 28,000 row data file we will be working from. take note that the columns/header names in this file will be changing from time to time as well.
after watching the video let me know on the cost, but this should be easier than the initial project and you should be able to finish it quicker. How about $75 for this step.
had trouble uploading files due to large file sizes, here are links to my server to download the files.
large data file 28,000 lines
td data file
hand drawn file i reference in the video
PS - And the ideas for phase 3 are already in the works. Phase 3 will be a little more complicated because i'll need to screenshot charts and graphs of stocks/etfs/mutual funds from a certain software I have called TC2000 (tc2000.com) by Worden.com which i think runs in MS Silverlight. Not sure if it's possible, but i'd sure like for you to take a look. but lets get phase 2 completed first.