Memo Maker — Open-Source Equity Research Lab

Open-source student equity-research toolkit (educational only).

▶ Open the App: Open in Streamlit
Demo (4mins): Quickstart in README
Latest memo: HD — 2025-09-16

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Memo Gallery

Examples use event dates ≥3 trading days ago so T+ rows are filled.

• HD — 2025-09-16
• CRWD — 2025-09-16
• CAT — 2025-09-15
• AMZN — 2025-09-18

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What this does

• Snapshot: price, 3M & 12M momentum, 52-week drawdown.
• Event study: compare T-1..T+3 performance vs SPY, show abnormal returns.
• Export & publish: CSV download + copy-to-memo template for reproducible analysis.

Educational only; not investment advice.

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Project metrics

(Update weekly so impact is visible at a glance.)

• Memos published: 8
• Latest release: v0.3.0 → https://github.com/bsin-researcher/memo-maker/releases
• CI: Passing → https://github.com/bsin-researcher/memo-maker/actions
• App features: Batch analysis · CSV export · T0 leaderboard

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Memo Challenge (contribute)

Two ways to submit a 1-page equity memo (no installs needed):

• Web-only PR: open the [template](Memo template → copy → create your memo file → “Propose changes” → Create PR.
• Issue form: use Submit a memo → paste your memo; we’ll convert it.
  • Form: https://github.com/bsin-researcher/memo-maker/issues/new?template=memo-submission.yml
  • Guide: https://bsin-researcher.github.io/memo-maker/challenge.html

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Quick links

• All memos: https://github.com/bsin-researcher/memo-maker/tree/main/memos
• Method: METHOD.md
• Performance: performance report

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