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QUICKSTART.md

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Quick Start Guide

Installation Complete! ✅

All components are installed and tested. You're ready to start using the Zacks Bull Tracker.

First Run

1. Run Daily Job (Collect Data)

python run_daily.py

This will:

  • Scrape Zacks Bull of the Day archive
  • Extract stock recommendations
  • Fetch stock prices and calculate growth metrics
  • Save everything to the database
  • Generate analyst performance reports

Note: First run may take 10-15 minutes as it processes historical data.

2. Start Web Dashboard

python app.py

Then open your browser: http://localhost:5000

Daily Usage

Schedule Daily Job (Windows)

  1. Open Task Scheduler
  2. Create Basic Task → Name: "Zacks Bull Tracker"
  3. Trigger: Daily at 9:00 AM
  4. Action: Start a program
    • Program: python
    • Arguments: C:\Users\usdoss02\Satish-Playground\zach bull\run_daily.py
    • Start in: C:\Users\usdoss02\Satish-Playground\zach bull

Manual Run

Just run: python run_daily.py anytime you want fresh data.

Using the Dashboard

  1. View All Stocks: Main dashboard shows all tracked stocks
  2. Filter: Use filters to find stocks by sector, analyst, or growth threshold
  3. Stock Details: Click any stock to see:
    • Timeline of all recommendations
    • Growth metrics for each recommendation
    • Summary statistics
  4. Analyst Performance: View analyst rankings and success rates

Configuration

Edit config/config.yaml to:

  • Adjust scraping settings
  • Enable/disable metrics
  • Add new metrics
  • Change web server port

Troubleshooting

No data showing?

  • Run python run_daily.py first to collect data
  • Check data/daily_logs/app.log for errors

Scraper not working?

  • Check internet connection
  • Verify Zacks website is accessible
  • Adjust rate limits in config.yaml

Stock prices missing?

  • Some stocks may be delisted
  • Check yfinance API status
  • Verify symbol is correct

Next Steps

  1. ✅ Run daily job to collect initial data
  2. ✅ Start web server and explore dashboard
  3. ✅ Customize metrics in config.yaml
  4. ✅ Set up daily automation
  5. ✅ Track your favorite stocks!

Happy Tracking! 📈