def price_change_hist(input, pickle_file, historical_quotes_dir, header, header_for_quotes, use_current_date):
ranking = defaultdict(list)
find_quotes = FindPrice(historical_quotes_dir, header_for_quotes)
if header:
input.next()
if use_current_date:
HEADER_LINE = 'Ticker,Firm,Action,Date,Old_Target,New_Target,Target_Ratio,Current_Price,Price_in_1yr,Price_Ratio'
else:
HEADER_LINE = 'Ticker,Firm,Action,Date,Old_Target,New_Target,Target_Ratio,EOQ_Price,Price_EOQ_next_year,Price_Ratio'
print HEADER_LINE
for l in csv.reader(input):
rec_date = datetime.strptime(l[ANALYST_DATA_FIELDS.Date.zvalue], ANALYST_DATA_DATE_FORMAT)
try:
if use_current_date:
start_price = find_quotes.at(l[ANALYST_DATA_FIELDS.Ticker.zvalue], rec_date)
else:
start_price = find_quotes.at_end_of_qtr(l[ANALYST_DATA_FIELDS.Ticker.zvalue], rec_date)
end_price = find_quotes.at_end_of_qtr_next_year(l[ANALYST_DATA_FIELDS.Ticker.zvalue], rec_date)
price_delta = end_price / start_price
except DatesNotAvailableException: # Catch when dates are not available
continue
to_rating = re.sub('(.*\s*->\s*)(?P<to>.*)', '\\g<to>', l[ANALYST_DATA_FIELDS.Rating.zvalue])
if pickle_file and price_delta:
ranking[to_rating].append(price_delta)
# get rid of annoying commas in text
for i in range(len(l)):
l[i] = l[i].replace(",",";")
# Don't deal with exchange rates
l[ANALYST_DATA_FIELDS.Price_Target.zvalue] = l[ANALYST_DATA_FIELDS.Price_Target.zvalue].replace('$','')
# Make sure this isn't a different currency (€ or C$ or something else)
if any(c.isalpha() for c in l[ANALYST_DATA_FIELDS.Price_Target.zvalue]):
continue
# replace '$40.00 -> $42.00' to '40.00,42.00'
before_after = l[ANALYST_DATA_FIELDS.Price_Target.zvalue].split('->')
if len(before_after) == 1:
l[ANALYST_DATA_FIELDS.Price_Target.zvalue] = before_after[0] + ',' + before_after[0] + ',1.0'
elif len(before_after) == 2:
l[ANALYST_DATA_FIELDS.Price_Target.zvalue] = ','.join(before_after).replace(' ','') + \
',' + str(float(before_after[1])/float(before_after[0]))
else:
raise ValueError
print ",".join([l[ANALYST_DATA_FIELDS.Ticker.zvalue], l[ANALYST_DATA_FIELDS.Firm.zvalue], to_rating,
l[ANALYST_DATA_FIELDS.Date.zvalue], l[ANALYST_DATA_FIELDS.Price_Target.zvalue],
str(start_price), str(end_price), str(price_delta)])
if pickle_file:
save_obj(ranking, pickle_file)
def rank_analysts(header, find_quotes, quotes_dir, reco_file):
find_price = FindPrice(quotes_dir)
f_reco = csv.reader(reco_file)
if header:
f_reco.next()
print HEADER_LINE
for l in f_reco:
if (l[PRICE_CHANGE_FIELDS.Firm.zvalue]
and l[PRICE_CHANGE_FIELDS.Date.zvalue]
and l[PRICE_CHANGE_FIELDS.Ticker.zvalue]
and l[PRICE_CHANGE_FIELDS.New_Target.zvalue]
and l[PRICE_CHANGE_FIELDS.Current_Price.zvalue]):
current_date = datetime.strptime(
l[PRICE_CHANGE_FIELDS.Date.zvalue], PRICE_CHANGE_DATE_FORMAT)
target_price = float(l[PRICE_CHANGE_FIELDS.New_Target.zvalue])
if not find_quotes:
current_price = float(
l[PRICE_CHANGE_FIELDS.Current_Price.zvalue])
final_price = float(
l[PRICE_CHANGE_FIELDS.Price_in_a_year.zvalue])
else:
try:
# find quotes instead of trusting the input file
current_price = find_price.at(
l[PRICE_CHANGE_FIELDS.Ticker.zvalue], current_date)
final_price = find_price.at_end_of_qtr_next_year(
l[PRICE_CHANGE_FIELDS.Ticker.zvalue], current_date)
except DatesNotAvailableException:
continue
to_print = [
l[PRICE_CHANGE_FIELDS.Ticker.zvalue],
l[PRICE_CHANGE_FIELDS.Firm.zvalue],
l[PRICE_CHANGE_FIELDS.Action.zvalue],
current_date.date(), current_price, target_price, final_price,
abs(final_price - target_price) / current_price
]
print ",".join([str(i) for i in to_print])
def rank_analysts(header, find_quotes, quotes_dir, reco_file):
find_price = FindPrice(quotes_dir)
f_reco = csv.reader(reco_file)
if header:
f_reco.next()
print HEADER_LINE
for l in f_reco:
if (
l[PRICE_CHANGE_FIELDS.Firm.zvalue]
and l[PRICE_CHANGE_FIELDS.Date.zvalue]
and l[PRICE_CHANGE_FIELDS.Ticker.zvalue]
and l[PRICE_CHANGE_FIELDS.New_Target.zvalue]
and l[PRICE_CHANGE_FIELDS.Current_Price.zvalue]
):
current_date = datetime.strptime(l[PRICE_CHANGE_FIELDS.Date.zvalue], PRICE_CHANGE_DATE_FORMAT)
target_price = float(l[PRICE_CHANGE_FIELDS.New_Target.zvalue])
if not find_quotes:
current_price = float(l[PRICE_CHANGE_FIELDS.Current_Price.zvalue])
final_price = float(l[PRICE_CHANGE_FIELDS.Price_in_a_year.zvalue])
else:
try:
# find quotes instead of trusting the input file
current_price = find_price.at(l[PRICE_CHANGE_FIELDS.Ticker.zvalue], current_date)
final_price = find_price.at_end_of_qtr_next_year(l[PRICE_CHANGE_FIELDS.Ticker.zvalue], current_date)
except DatesNotAvailableException:
continue
to_print = [
l[PRICE_CHANGE_FIELDS.Ticker.zvalue],
l[PRICE_CHANGE_FIELDS.Firm.zvalue],
l[PRICE_CHANGE_FIELDS.Action.zvalue],
current_date.date(),
current_price,
target_price,
final_price,
abs(final_price - target_price) / current_price,
]
print ",".join([str(i) for i in to_print])
