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roject Explained Simply: Automated Fundamental Health Checker This project is a simple tool that checks a company’s financial health automatically. You enter a stock ticker (like TATASTEEL or SUNPHARMA), and the tool: Pulls key financial data such as Assets, Liabilities, Revenue, EBITDA, PAT, and OCI Calculates Total Equity by subtracting liabilities from assets Compares the Intrinsic Value with the current market price Gives a clear Buy / Hold / Sell signal The tool is not meant to be a complex valuation model. It’s a working MVP that shows end-to-end execution. The demo is simple: Enter the ticker Click run Watch the financial data populate See the final decision instantly Including OCI shows a deeper understanding that net profit alone doesn’t tell the full story. Here is a step-by-step plan to crush this Founders Office task: 1. The Project: Automated "Fundamental Health Checker" Instead of just talking about Balance Sheets and P&L statements, build a tool that automatically fetches this data and calculates a company's health. The Build: Use Python (or even an advanced Google Sheets/Excel setup with APIs) to pull real-time data for a company like the manufacturing or pharma firms in your textbook. The Functionality: Input: User enters a stock ticker (e.g., "TATASTEEL" or "SUNPHARMA"). Logic: The tool calculates the Intrinsic Value. It subtracts Total Liabilities from Total Assets to show the Total Equity automatically. Output: A "Buy/Sell/Hold" signal based on whether the current market price is below the calculated Intrinsic Value. 2. Execution over Ideas (How to Show It) The Hub wants to see execution. Don't spend the video explaining why valuation is important; show the code or the spreadsheet actually working. Step A (The Code/App): Show a screen recording of you hitting "Run." Step B (The Result): Show the data populating—the Revenue, EBITDA, and Profit After Tax (PAT) appearing instantly. Step C (The Edge): Include a section for Other Comprehensive Income (OCI) to show you understand that regular net income doesn't tell the whole story, such as foreign currency gains or losses. Project Overview I am an investment professional looking for a functional tool that automates the Fundamental Valuation of publicly traded companies. The tool should fetch data from financial statements (Income Statement, Balance Sheet) and output a health report based on intrinsic value and key financial ratios. Core Functionalities Required 1. Automated Data Extraction Input: A ticker symbol (e.g., [login to view URL], TSLA). Action: Connect to a financial API (like Yahoo Finance, Alpha Vantage, or YCharts) to pull the last 3 years of data. Required Data Points: Income Statement: Net Sales, EBITDA, Interest Expense, and Profit After Tax (PAT). Balance Sheet: Total Assets (Fixed & Current), Total Liabilities (Debt), and Total Equity. OCI: Any "Other Comprehensive Income" items like foreign currency gains/losses. 2. The Valuation Engine Intrinsic Value Calculation: The tool must calculate the value of the asset based on the Present Discounted Value of expected future cash flows. Health Ratios: Debt-to-Equity: Total Debt / Total Equity. Operating Efficiency: EBITDA / Net Sales. Growth Potential: Year-over-year growth in PAT. 3. Reporting & Output Summary Dashboard: A clean visual showing if the company is "Undervalued" or "Overvalued" based on the Intrinsic Value vs. current Spot Price. Risk Flags: Highlight if OCI shows significant losses (like pension liabilities or currency drops) that might be hidden from the main P&L. Technical Preferences Platform: A Streamlit Web App (Python), a specialized Google Sheet with AppScript, or a simple React dashboard. Simplicity: The goal is execution and functionality, not a perfect UI. It must work "out of the box." Deliverable A working link (URL) or a source file that I can run locally to demonstrate the tool for a video presentation.
Project ID: 40212375
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16 freelancers are bidding on average ₹2,122 INR for this job

Hi, I have good experience in building custom web applications. I am planning to use React.js with Yahoo APIs to display the financial details & fundamental analysis of the desired stock. Let us discuss further if you want to proceed. (I am also comfortable with Google Sheets or Python)
₹1,050 INR in 7 days
3.5
3.5

As a tech professional with a strong background in Python and web development, I'm uniquely equipped to build your automated fundamental health checker tool. I specialize in leveraging APIs - like Yahoo Finance, Alpha Vantage, and YCharts - to extract crucial financial data, empowering you to make informed decisions. Drawing on my experience with big tech names such as Google and Apple, I approach projects methodically, ensuring quality results that not only meet your requirements but also exceed expectations. In fact, one area where my expertise shines is optimizing existing codebases, modernizing them with smart features - just like you need for your project! I understand the importance of simple execution - how valuable it is to see the tool working live rather than just listening about its capabilities. So let me assure you that we won't have any redundant explanations or productivity drains. Instead, you can expect clear communication, efficient execution, and regular updates. I will build a working MVP using React (or Streamlit for Python) to give you a straightforward dashboard while fully automating the underlying API integrations.
₹1,050 INR in 7 days
2.9
2.9

My name is Anas and I lead a stellar team of full-stack developers with extensive expertise in both frontend and backend technologies. Our team specializes in Python, making us the perfect fit for this project. We understand the importance of automation and data extraction when it comes to fundamental valuation, and our experience using financial APIs such as Yahoo Finance, Alpha Vantage and YCharts will ensure seamless connection and data pull. In addition to automated data extraction, we are also well-versed in developing powerful valuation engines like the one you require. Our understanding of intrinsic value calculations combined with essential health ratios such as Debt-to-Equity and Operating Efficiency makes us well-equipped for this task. We always strive to deliver a clean visual representation partly due to my team's expert proficiency in using Metro 4 and team agility to work with tight deadlines. Finally our deep comprehension of frontend technology enhances your clients' experience by providing a seamless user interface further complemented by optimal backend functionality for greater security. The final deliverable will be an impressive web app that presents all your findings in a simple, yet potent manner fueled by verifiable data. Let’s ensure your users obtain quality financial metrics through accurate automated analysis. Choose us and let's elevate your project together!
₹5,000 INR in 1 day
1.5
1.5

I am a full stack developer with experience in building scalable, secure, and user-friendly applications. I handle both front-end and back-end development, ensure clean code, timely delivery, and clear communication to meet project goals.
₹1,050 INR in 7 days
0.0
0.0

Hello , We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Python, Financial Analysis, Web Development, Data Extraction, Data Analysis, Financial Modeling, API Integration, Streamlit Lets connect in chat so that We discuss further. Thank You
₹600 INR in 7 days
0.1
0.1

Hello, This project aligns perfectly with my experience building data-driven tools and MVP dashboards. I can create a simple, reliable Fundamental Health Checker that takes a ticker as input, pulls financial data via API, calculates intrinsic value and key ratios, and outputs a clear Buy/Hold/Sell signal. Plan: * Build a Python-based Streamlit app (simple, fast, and easy to demo locally). * Fetch last 3 years of financials (Assets, Liabilities, Revenue, EBITDA, PAT, OCI) from sources like Yahoo Finance/Alpha Vantage. * Implement valuation logic: Equity calculation, intrinsic value comparison, Debt-to-Equity, EBITDA margin, and PAT growth. * Generate a clean summary dashboard with risk flags (including OCI insights). You’ll receive a fully working tool that runs locally, ready for screen recording and presentation, with clear structure and easy setup. I focus on functional, end-to-end execution rather than overcomplicating the UI — exactly what this MVP needs.
₹600 INR in 1 day
0.0
0.0

Saya seorang auditor ekternal yang dimana saya bisa membantu menyelesaian pekerjaan yang anda butuhkan. Daya fasih dalam membuat laporan keuangan, menganalisa laporan keuangan.
₹1,000 INR in 7 days
0.0
0.0

Hi, This is a well-defined project, and I have experience working with financial data and valuation analysis. I can build a simple, functional tool that automates fundamental valuation without unnecessary UI complexity. The tool will take a ticker symbol and automatically fetch the last 3 years of financial data (Income Statement, Balance Sheet, OCI) from reliable sources like Yahoo Finance or Alpha Vantage. I’ll implement a valuation and health engine to calculate intrinsic value (DCF), key ratios, and compare intrinsic value with the current market price. The output will be a clean summary dashboard highlighting undervalued/overvalued status and risk flags for significant OCI items. I recommend a Python Streamlit app, ideal for quick setup and video demonstrations. You’ll receive a working app with source code that can be run locally or shared via a live link. Happy to align on assumptions (discount rate, growth model) before starting. Best regards, Rajen
₹1,250 INR in 7 days
0.0
0.0

Hello, I can build a production-ready Fundamental Health Checker that fetches key financial data automatically for any stock ticker and outputs a clear Buy/Hold/Sell signal. The tool will handle: Automated data extraction from APIs like Yahoo Finance, Alpha Vantage, or YCharts for Income Statement, Balance Sheet, and OCI for the past 3 years Valuation calculations including Total Equity, Intrinsic Value, Debt-to-Equity, Operating Efficiency, and PAT growth Signal generation comparing Intrinsic Value vs. current market price Dashboard/Report via Streamlit (or Google Sheets/React) showing results clearly, with risk flags for OCI anomalies I will provide: Well-commented Python code with instructions to run locally Exported outputs or live Streamlit URL for demo Clean, modular, and extendable structure for future enhancements I focus on execution over theory, so you can immediately show a working tool demonstrating automated data pull, calculations, and instant signals. Looking forward to delivering a fully functional tool for your presentation.
₹1,000 INR in 4 days
0.0
0.0

I am a perfect fit for your project because you need a clean, automated tool that fetches financial data and delivers a seamless valuation output with integrated key ratios and OCI analysis. I specialize in developing user-friendly Python and Google Sheets applications that transform complex data into professional, clear dashboards. While I am new to Freelancer, I have tons of experience and have done other projects off site involving financial modeling and automation. I would love to chat more about your project! im willing to do it for less money but still best quality in exchange for a good review Regards, Henrux Faurie
₹1,150 INR in 14 days
0.0
0.0

Hello, I’ve built similar financial analysis tools that automatically scrape, calculate, and visualize fundamental data for equity research. Your MVP for a Fundamental Health Checker is clear and actionable—I can deliver exactly what you’ve described within 7 days. What I’ll build for you: · A clean web interface where users enter a ticker (e.g., TATASTEEL). · Integration with a reliable Indian financial data API (Alpha Vantage/Yahoo Finance/other) to pull Assets, Liabilities, Revenue, EBITDA, PAT, and OCI. · Real-time calculation of: · Total Equity (Assets – Liabilities) · Intrinsic Value (using a simplified DCF or PB/PE-based model) · Comparison with current market price · A clear Buy/Hold/Sell signal with reasoning. · A downloadable summary report for review. Why I'm the right fit: · I’ve developed financial dashboards and equity screeners for fintech clients. · I focus on clean UI, fast execution, and accurate financial logic. · My code will be well-structured, documented, and ready for scaling. This won’t just be a demo—it’ll be a functional, deployable MVP that works end-to-end. Let’s connect to finalize the data source and design the output layout. Ready to start immediately. Best regards, Sanju Full-Stack Developer
₹1,050 INR in 7 days
0.0
0.0

Hello, I have carefully read your project requirements and I’m confident I can help you with this. I have experience in: Python HTML, CSS, JavaScript Small automation and web projects I will Complete work on time, Provide clean and working code. Make changes if needed. Let’s discuss your requirements. Thank you,
₹1,000 INR in 12 days
0.0
0.0

I will build a working Automated Fundamental Health Checker using Python + Streamlit. The tool will fetch real financial data via APIs, calculate intrinsic value, key ratios (Debt–Equity, EBITDA margin, PAT growth), include OCI analysis, and generate clear Buy/Hold/Sell signals. Clean dashboard, runnable locally or hosted, perfect for demo and execution-focused presentation.
₹1,050 INR in 7 days
0.0
0.0

Hello, I can build an automated fundamental health checker in Python that fetches financial data, applies scoring/health rules, and generates clear reports or dashboards. I have experience with financial APIs, data processing, and automation. I’ll ensure accurate analysis, clean logic, and reliable automation. Ready to start immediately. Regards, Bharti M
₹15,000 INR in 7 days
0.0
0.0

I specialize in building structured, assumption-driven financial models that are clean, transparent, and decision-focused. With hands-on experience in financial modeling, valuation (DCF, comparables, scenario analysis), and data analysis using Python, I can develop a robust model integrated with Streamlit for an interactive and professional demonstration. My approach is practical and business-oriented: Clear input assumptions and logical forecasting Automated data extraction where required Sensitivity and scenario analysis for decision support Clean UI for presentation-ready output I focus on building models that are not just technically correct, but actually useful for decision-making. The final deliverable will include a working link or a fully functional source file that runs locally without complexity. I can deliver this within the committed timeline while ensuring accuracy, clarity, and professional presentation quality.
₹1,050 INR in 3 days
0.0
0.0

Bengaluru, India
Member since Jan 17, 2026
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