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., RELIANCE.NS, 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.