def storeValuationSummaryBrief(tickers = None):
store = Storage()
if tickers is None:
xls = XLSio(store)
xls.loadWorkbook("StockSummary")
xls.table = xls.table[xls.table["P/E Ratio (TTM)"].notnull()]
tickers = xls.getTickers()
summary = {}
count = 1.0
errors = {}
print("Assessing " + str(len(tickers)) + " companies")
for ticker in tickers:
try:
reporter = Reporter(ticker)
summary[ticker] = reporter.oneLineValuation()
except MissingStatementEntryError as E:
errors[ticker] = E.message
except InsufficientDataError as E:
errors[ticker] = E.message
except Exception as E:
errors[ticker] = E.message
if count % max(len(tickers) / 4, 1) == 0:
pct_complete = round(100.0 * count / len(tickers))
print(str(pct_complete) + "% complete")
count += 1
index = summary.items()[0][1].index
summary = pandas.DataFrame(summary, index = index).T
summary.to_excel(store.excel("ValuationSummary"))
print(str(len(errors)) + " Failed")
print(str(len(summary)) + " Succeeded")
return errors
def setUp(self):
self.filename = "test_file"
store = Storage("..\\testData\\")
self.filepath = store.excel("test_file")
self.xls = XLSio(store)
self.xls.table = Mock()
self.xls.table.to_excel = Mock()
def setUp(self):
self.filename = "test_file"
store = Storage("..\\testData\\")
self.filepath = store.excel("test_file")
self.xls = XLSio(store)
self.xls.table = Mock()
self.xls.table.to_excel = Mock()
def saveAnalysisToExcel(ticker):
results = Reporter(ticker)
store = Storage()
writer = pandas.ExcelWriter(store.excel(ticker + "analysis"))
results.summaryTable().to_excel(writer, "Summary")
results.financials.income.income_sheet.to_excel(writer, "Income")
assets = results.financials.balance.asset_sheet
liabilities = results.financials.balance.liabilities
assets.to_excel(writer, "Balance")
liabilities.to_excel(writer, "Balance", startrow = len(assets) + 1)
operating = results.financials.cashflow.operating
investing = results.financials.cashflow.investing
financing = results.financials.cashflow.financing
operating.to_excel(writer, "Cashflow")
investing.to_excel(writer, "Cashflow", startrow = len(operating) + 1)
financing.to_excel(writer, "Cashflow", startrow = len(operating) + len(investing) + 2)
writer.save()
class Test_Storage(unittest.TestCase):
def setUp(self):
self.root_location = "..\\testData\\"
self.store = Storage(self.root_location)
def test_StorageLocationForExcel(self):
filename = "test"
expected_filepath = self.root_location + filename + ".xlsx"
self.assertEqual(self.store.excel(filename), expected_filepath)
def test_StorageLocationForHTML(self):
ticker = "AAA"
type = "overview"
expected_filepath = self.root_location + ticker + "\\" + ticker + type + ".html"
self.assertEqual(self.store.html(ticker, type), expected_filepath)
def test_StorageLocationForStockPickle(self):
ticker = "AAA"
type = "income"
expected_filepath = self.root_location + ticker + "\\pickles\\" + type + ".pkl"
self.assertEqual(self.store.stock_pickle(ticker, type),
expected_filepath)
class Test_Storage(unittest.TestCase):
def setUp(self):
self.root_location = "..\\testData\\"
self.store = Storage(self.root_location)
def test_StorageLocationForExcel(self):
filename = "test"
expected_filepath = self.root_location + filename + ".xlsx"
self.assertEqual(self.store.excel(filename), expected_filepath)
def test_StorageLocationForHTML(self):
ticker = "AAA"
type = "overview"
expected_filepath = self.root_location + ticker + "\\" + ticker + type + ".html"
self.assertEqual(self.store.html(ticker, type), expected_filepath)
def test_StorageLocationForStockPickle(self):
ticker = "AAA"
type = "income"
expected_filepath = self.root_location + ticker + "\\pickles\\" + type + ".pkl"
self.assertEqual(self.store.stock_pickle(ticker, type), expected_filepath)