I'm the Chief Investment Officer of a wealth management firm in the Chicago, IL area. I've been doing this for about 14 years. It'd be great if I could work with someone locally.
What I'm looking for:
I need a program that will turn my manual excel stock valuation tool I’ve developed into a semi-automated program that scrapes the data directly from the SEC website (via annual reports – 10-Ks) and comes up with the same output/results.
▫ I would like most listed stocks to be in the program.
▫ It will use 216 different scenarios, based on cash flow growth, dividends, etc.
▫ I need the valuation tool to be adjustable and interactive on a specific stock level based on changing time frames for growth, changing category levels to establish cash flow, etc.
It can start with a default, e.g. last 7 year cash flow growth rate
▫ I would like the ability to run my own screening program on the entire stock universe based on my valuation tool.
▫ The ability to categorize stocks into different categories would be useful.