[#705] 주식 대가의 분기별 포트폴리오 변화에 블로그 작성 자동화

.gitignore

@@ -69,4 +69,5 @@ yarn-error.log
 .yarn-integrity
 
 .idea/
-package-lock.json
+package-lock.json
+.history

scripts/guru_portfolio/13f_portfolio_visualization.egg-info/PKG-INFO

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+Metadata-Version: 2.4
+Name: 13f-portfolio-visualization
+Version: 0.1.0
+Summary: 13F Portfolio Data Extraction and Visualization Tool
+Author-email: Finance Guru Team <[email protected]>
+Keywords: finance,portfolio,visualization,13f,investment
+Classifier: Development Status :: 3 - Alpha
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.8
+Classifier: Programming Language :: Python :: 3.9
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Requires-Python: >=3.8
+Description-Content-Type: text/markdown
+Requires-Dist: pandas>=2.0.0
+Requires-Dist: plotly>=5.14.0
+Requires-Dist: numpy>=1.24.0
+Requires-Dist: requests>=2.28.0
+Requires-Dist: beautifulsoup4>=4.11.0
+Requires-Dist: lxml>=4.9.0
+Provides-Extra: dev
+Requires-Dist: pytest>=7.0.0; extra == "dev"
+Requires-Dist: black>=23.0.0; extra == "dev"
+Requires-Dist: flake8>=6.0.0; extra == "dev"
+Requires-Dist: mypy>=1.0.0; extra == "dev"
+
+# 13F Portfolio Visualization Tool
+
+A Python tool for fetching and visualizing institutional investor portfolio data from 13F filings via [13f.info](https://13f.info).
+
+## Features
+
+- 📊 **Data Extraction**: Automatically fetches portfolio data from 13f.info
+- 📈 **Interactive Visualizations**: 
+  - Treemap visualization of portfolio holdings
+  - Sector allocation pie chart
+  - Top holdings bar chart
+- 📝 **Comprehensive Reports**: Generates detailed markdown reports with portfolio metrics
+- 🔍 **Portfolio Analysis**: 
+  - Concentration metrics (HHI, Gini coefficient)
+  - Sector breakdown
+  - Top holdings analysis
+
+## Installation
+
+1. Clone the repository:
+```bash
+git clone <repository-url>
+cd guru_portfolio
+```
+
+2. Install dependencies:
+```bash
+pip install -r requirements.txt
+```
+
+Or using the pyproject.toml:
+```bash
+pip install -e .
+```
+
+## Usage
+
+Basic usage:
+```bash
+python main.py "Company Name" "Quarter"
+```
+
+### Examples
+
+```bash
+# Berkshire Hathaway Q3 2024
+python main.py "Berkshire Hathaway Inc" "Q3 2024"
+
+# Bridgewater Associates Q2 2024 with custom output directory
+python main.py "Bridgewater Associates" "Q2 2024" --output-dir results/
+
+# Scion Asset Management with top 30 holdings
+python main.py "Scion Asset Management" "Q4 2023" --top-n 30
+```
+
+### Command Line Options
+
+- `company`: Company name (must match exactly as shown on 13f.info)
+- `quarter`: Quarter in format "Q1 2025"
+- `--output-dir`, `-o`: Output directory for results (default: `output`)
+- `--top-n`, `-n`: Number of top holdings to show in bar chart (default: 20)
+- `--no-visualizations`: Skip creating visualizations (only generate report)
+
+## Output
+
+The tool generates the following files in the output directory:
+
+1. **portfolio_analysis.md**: Comprehensive markdown report including:
+   - Executive summary
+   - Portfolio metrics and concentration analysis
+   - Sector breakdown
+   - Top 20 holdings table
+   - Analysis notes
+
+2. **portfolio_treemap.html**: Interactive treemap visualization showing all holdings sized by market value
+
+3. **sector_allocation.html**: Pie chart showing portfolio allocation by sector
+
+4. **top_holdings.html**: Bar chart of top N holdings by portfolio weight
+
+## Example Report
+
+The generated markdown report includes:
+
+- Total portfolio value and number of positions
+- Concentration metrics (HHI, Gini coefficient, top holdings concentration)
+- Sector allocation breakdown
+- Detailed holdings table with shares, value, and weights
+- Analytical insights based on portfolio characteristics
+
+## Notes
+
+- Company names must match exactly as they appear on 13f.info
+- 13F reports are typically filed 45 days after quarter end
+- Only institutional investment managers with >$100M AUM are required to file 13F reports
+- The tool uses web scraping, so it may need updates if the website structure changes
+
+## Dependencies
+
+- pandas: Data manipulation and analysis
+- plotly: Interactive visualizations
+- requests: HTTP requests for web scraping
+- beautifulsoup4: HTML parsing
+- lxml: XML/HTML parser
+- numpy: Numerical computations
+
+## License
+
+[Your License Here]
+
+## Contributing
+
+Contributions are welcome! Please feel free to submit a Pull Request. 

scripts/guru_portfolio/13f_portfolio_visualization.egg-info/SOURCES.txt

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+README.md
+pyproject.toml
+13f_portfolio_visualization.egg-info/PKG-INFO
+13f_portfolio_visualization.egg-info/SOURCES.txt
+13f_portfolio_visualization.egg-info/dependency_links.txt
+13f_portfolio_visualization.egg-info/entry_points.txt
+13f_portfolio_visualization.egg-info/requires.txt
+13f_portfolio_visualization.egg-info/top_level.txt
+modules/__init__.py
+modules/data_fetcher.py
+modules/data_processor.py
+modules/report_generator.py
+modules/visualizer.py

scripts/guru_portfolio/13f_portfolio_visualization.egg-info/dependency_links.txt

@@ -0,0 +1 @@
+

scripts/guru_portfolio/13f_portfolio_visualization.egg-info/entry_points.txt

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+[console_scripts]
+portfolio-viz = main:main

scripts/guru_portfolio/13f_portfolio_visualization.egg-info/requires.txt

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+pandas>=2.0.0
+plotly>=5.14.0
+numpy>=1.24.0
+requests>=2.28.0
+beautifulsoup4>=4.11.0
+lxml>=4.9.0
+
+[dev]
+pytest>=7.0.0
+black>=23.0.0
+flake8>=6.0.0
+mypy>=1.0.0

scripts/guru_portfolio/13f_portfolio_visualization.egg-info/top_level.txt

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+modules

scripts/guru_portfolio/README.md

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+# 13F Portfolio Visualization Tool
+
+A Python tool for fetching and visualizing institutional investor portfolio data from 13F filings via [13f.info](https://13f.info).
+
+## Features
+
+- 📊 **Data Extraction**: Automatically fetches portfolio data from 13f.info
+- 📈 **Interactive Visualizations**: 
+  - Treemap visualization of portfolio holdings
+  - Sector allocation pie chart
+  - Top holdings bar chart
+  - Performance comparison with S&P 500 benchmark
+  - Quarterly returns comparison
+  - Risk-adjusted metrics visualization
+- 📝 **Comprehensive Reports**: Generates detailed markdown reports with portfolio metrics
+- 🔍 **Portfolio Analysis**: 
+  - Concentration metrics (HHI, Gini coefficient)
+  - Sector breakdown
+  - Top holdings analysis
+  - Performance vs S&P 500 benchmark
+  - Risk metrics (Sharpe ratio, beta, volatility)
+
+## Installation
+
+1. Clone the repository:
+```bash
+git clone <repository-url>
+cd guru_portfolio
+```
+
+2. Install dependencies:
+```bash
+pip install -r requirements.txt
+```
+
+Or using the pyproject.toml:
+```bash
+pip install -e .
+```
+
+## Usage
+
+Basic usage:
+```bash
+python main.py "Company Name" "Quarter"
+```
+
+### Examples
+
+```bash
+# Berkshire Hathaway Q3 2024
+python main.py "Berkshire Hathaway Inc" "Q3 2024"
+
+# Bridgewater Associates Q2 2024 with custom output directory
+python main.py "Bridgewater Associates" "Q2 2024" --output-dir results/
+
+# Scion Asset Management with top 30 holdings
+python main.py "Scion Asset Management" "Q4 2023" --top-n 30
+
+# ARK Invest with S&P 500 performance comparison (4 quarters lookback)
+python main.py "ARK Invest" "Q3 2024" --compare-sp500 --lookback-quarters 4
+
+# Berkshire Hathaway with extended performance history (8 quarters)
+python main.py "Berkshire Hathaway Inc" "Q3 2024" --compare-sp500 --lookback-quarters 8 --save-html
+```
+
+### Command Line Options
+
+- `company`: Company name (must match exactly as shown on 13f.info)
+- `quarter`: Quarter in format "Q1 2025"
+- `--output-dir`, `-o`: Output directory for results (default: `output`)
+- `--top-n`, `-n`: Number of top holdings to show in bar chart (default: 20)
+- `--no-visualizations`: Skip creating visualizations (only generate report)
+- `--save-html`: Also save visualizations as interactive HTML files
+- `--compare-sp500`: Enable performance comparison with S&P 500 benchmark
+- `--lookback-quarters`: Number of quarters to look back for performance comparison (default: 4)
+
+## Output
+
+The tool generates the following files in the output directory:
+
+### Standard Output Files
+
+1. **portfolio_analysis.md**: Comprehensive markdown report including:
+   - Executive summary
+   - Portfolio metrics and concentration analysis
+   - Sector breakdown
+   - Top 20 holdings table
+   - Analysis notes
+   - Embedded PNG visualizations
+
+2. **portfolio_treemap.png**: High-resolution treemap visualization showing all holdings sized by market value
+
+3. **sector_allocation.png**: Pie chart showing portfolio allocation by sector
+
+4. **top_holdings.png**: Bar chart of top N holdings by portfolio weight
+
+### Performance Comparison Files (with `--compare-sp500`)
+
+5. **performance_comparison.png**: Line chart comparing portfolio performance vs S&P 500 over time
+
+6. **returns_comparison.png**: Bar chart showing quarterly returns comparison
+
+7. **risk_metrics.png**: Bar chart comparing risk-adjusted metrics:
+   - Total return
+   - Volatility (annualized)
+   - Sharpe ratio
+   - Beta (if sufficient data)
+
+### Interactive HTML Files (with `--save-html`)
+- Interactive HTML versions of all visualizations for enhanced exploration
+
+## Performance Comparison Feature
+
+When using `--compare-sp500`, the tool:
+
+1. **Simulates Historical Portfolio Values**: Creates a simplified historical view based on current holdings
+2. **Fetches S&P 500 Data**: Downloads benchmark data from Yahoo Finance
+3. **Calculates Performance Metrics**:
+   - Total return over the period
+   - Quarterly returns
+   - Cumulative returns
+   - Risk-adjusted performance (Sharpe ratio)
+   - Portfolio beta vs market
+4. **Generates Comparison Visualizations**: Creates clear charts showing relative performance
+
+### Performance Metrics Explained
+
+- **Total Return**: Percentage change from start to end of period
+- **Volatility**: Standard deviation of returns (annualized)
+- **Sharpe Ratio**: Risk-adjusted return metric (higher is better)
+- **Beta**: Measure of portfolio's volatility relative to S&P 500
+- **Relative Performance**: Difference between portfolio and S&P 500 returns
+
+## Testing
+
+Run the test script to see the performance comparison feature in action:
+
+```bash
+python test_performance_comparison.py
+```
+
+This will test the feature with multiple well-known investment firms and generate sample outputs.
+
+## Example Report
+
+The generated markdown report includes:
+
+- Total portfolio value and number of positions
+- Concentration metrics (HHI, Gini coefficient, top holdings concentration)
+- Sector allocation breakdown
+- Detailed holdings table with shares, value, and weights
+- Analytical insights based on portfolio characteristics
+
+## Notes
+
+- Company names must match exactly as they appear on 13f.info
+- 13F reports are typically filed 45 days after quarter end
+- Only institutional investment managers with >$100M AUM are required to file 13F reports
+- The tool uses web scraping, so it may need updates if the website structure changes
+- Performance comparison uses simplified assumptions and should not be used for actual investment decisions
+
+## Dependencies
+
+- pandas: Data manipulation and analysis
+- plotly: Interactive visualizations
+- requests: HTTP requests for web scraping
+- beautifulsoup4: HTML parsing
+- lxml: XML/HTML parser
+- numpy: Numerical computations
+- kaleido: Static image export for plotly
+- yfinance: Yahoo Finance data for S&P 500 benchmark
+
+## License
+
+[Your License Here]
+
+## Contributing
+
+Contributions are welcome! Please feel free to submit a Pull Request.