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tomatocream 4e5af95272 feat: add defeatbeta-api integration with comprehensive comparison tools

- Add defeatbeta-api as primary financial data source (replaces yfinance for analysis)
- Add comprehensive Jupyter notebook tutorial (defeatbeta_tutorial.ipynb)
- Add API comparison script (compare_apis.py)
- Add data exploration script (explore_data.py)
- Add basic test script (test_defeatbeta.py)
- Add notebook runner script (run_notebook.sh)
- Add org-mode mapping documentation (docs/defeatbeta_mapping.org)
- Update pyproject.toml with defeatbeta-api dependency
- Add defeatbeta-api as git submodule for reference

DefeatBeta Advantages:
- No rate limits (HuggingFace hosted)
- Historical financial ratios (ROE, ROIC, WACC time series)
- Earnings call transcripts access
- Revenue segmentation by product/geography
- Automated DCF valuation with Excel output
- DuckDB-powered fast queries

Note: .envrc, .jupyter_checkpoints/, __marimo__/, AAPL.xlsx, tearsheet.html
and other generated files intentionally excluded

2026-04-25 17:56:10 +08:00

3.4 KiB

Raw Blame History

DefeatBeta-API Tutorial Notebook

An interactive Jupyter notebook comparing DefeatBeta-API vs Yahoo Finance for financial data analysis.

📚 What's Included

`defeatbeta_tutorial.ipynb`

A comprehensive 12-section interactive notebook covering:

Quick Performance Test - Compare query speeds
Price Data Comparison - OHLCV data structures
Valuation Metrics - TTM EPS, P/E ratios, Market Cap (historical!)
Financial Statements - Income statements, balance sheets, cash flows
Financial Ratios - ROE, ROIC, WACC with full time-series
Growth & Margin Metrics - YoY growth and margin analysis
Earnings Transcripts - Unique feature! Full transcript access
Revenue Breakdown - Unique feature! By segment and geography
DCF Valuation - Unique feature! Automated Excel output
Interactive Stock Analysis - Explore any stock symbol
Stock Comparison - Compare multiple stocks side-by-side
Complete Method Reference - All available API methods

🚀 How to Use

Option 1: Run the notebook directly

./run_notebook.sh

Option 2: Run with uv

uv run jupyter notebook defeatbeta_tutorial.ipynb

Option 3: Convert to Python script

uv run jupyter nbconvert --to script defeatbeta_tutorial.ipynb
uv run python defeatbeta_tutorial.py

📦 Requirements

uv add defeatbeta-api jupyter

🎯 Key Features Demonstrated

DefeatBeta-API Unique Features:

✅ Earnings Call Transcripts - Access full transcripts by quarter
✅ Revenue Segmentation - Breakdown by product/segment/geography
✅ Automated DCF - Professional Excel valuation models
✅ Historical Financial Ratios - Time-series for ROE, ROIC, WACC
✅ AI-Powered Analysis - LLM analysis of transcripts
✅ No Rate Limits - Hugging Face hosted data

Comparison with Yahoo Finance:

DefeatBeta: Historical analysis, financial modeling, no rate limits
Yahoo Finance: Real-time data, analyst consensus, larger ecosystem

📊 Example Output

# Stock Comparison
Symbol   Price    P/E    Market Cap    ROE     Rev Growth
AAPL     $270.23  31.2   $4.1T        10.2%   16.7%
MSFT     $420.00  35.1   $3.1T        31.1%   20.2%
GOOGL    $341.68  31.6   $4.1T        8.6%    22.3%
NVDA     $201.68  41.2   $4.9T        31.1%   73.2%

🧪 Exercises

Try these challenges in the notebook:

Find Undervalued Stocks - P/E < 20 but ROE > 15%
Growth Analysis - Compare NVDA vs AMD
DCF Valuation - Compare fair value estimates
Revenue Mix - Track Apple's services growth
Transcript Mining - Extract sentiment from earnings calls

📖 Documentation

⚠️ Notes

Data is updated daily (batch on HuggingFace)
Real-time data requires Yahoo Finance
AI features need OPENAI_API_KEY set
Some features require Windows WSL/Docker (DuckDB dependency)

🎓 Learning Path

Start with Section 1-2 to understand data structures
Move to Section 3-5 for valuation and ratios
Explore Section 7-9 for unique features
Complete Section 10-11 for practical analysis
Reference Section 12 for complete API

Created: 2026-04-25 Version: 0.0.45 Author: Interactive Tutorial

3.4 KiB Raw Blame History