def test_insert_row():
df = pd.DataFrame(
data={
"col1": [1, 2],
"col2": [3, 4]
},
index=["one", "two"],
)
result_df = dcf_model.insert_row(
name="three",
index="two",
df=df,
row_v=[5, 6],
)
expected_df = pd.DataFrame(
data={
"col1": [1, 2, 5],
"col2": [3, 4, 6]
},
index=["one", "two", "three"],
)
assert not result_df.empty
pd.testing.assert_frame_equal(result_df, expected_df)
def get_data(self, statement: str, row: int, header: bool):
URL = f"https://stockanalysis.com/stocks/{self.ticker}/financials/"
if statement == "BS":
URL += "balance-sheet/"
title = "Balance Sheet"
ignores = dcf_model.non_gaap_bs
if statement == "CF":
URL += "cash-flow-statement/"
title = "Cash Flows"
ignores = dcf_model.non_gaap_cf
if statement == "IS":
title = "Income Statement"
ignores = dcf_model.non_gaap_is
r = requests.get(URL, headers=dcf_model.headers)
if "404 - Page Not Found" in r.text:
raise ValueError(
"The ticker given is not in the stock analysis website.")
soup = BeautifulSoup(r.content, "html.parser")
table = soup.find(
"table", attrs={"class": "FinancialTable_table_financial__1RhYq"})
head = table.find("thead")
columns = head.find_all("th")
if self.years == []:
self.years = [x.get_text().strip() for x in columns]
self.len_data = len(self.years) - 1
if self.rounding == 0:
phrase = soup.find("div",
attrs={
"class": "text-sm pb-1 text-gray-600"
}).get_text()
if "thousand" in phrase:
self.rounding = 1_000
elif "millions" in phrase:
self.rounding = 1_000_000
elif "billions" in phrase:
self.rounding = 1_000_000_000
else:
raise ValueError(
"Stock Analysis did not specify a proper rounding amount")
body = table.find("tbody")
rows = body.find_all("tr")
all_data = [[x.get_text().strip() for x in y.find_all("td")]
for y in rows]
df = pd.DataFrame(data=all_data)
df = df.set_index(0)
n = df.shape[1] - self.len_data
if n > 0:
df = df.iloc[:, :-n]
df.columns = self.years[1:]
for ignore in ignores:
if ignore in df.index:
df = df.drop([ignore])
df = df[df.columns[::-1]]
self.ws1[f"A{row}"] = title
self.ws1[f"A{row}"].font = dcf_model.bold_font
# Refactor in the future
if statement == "IS":
if "Revenue" in df.index:
blank_list = ["0" for x in df.loc["Revenue"].to_list()]
else:
raise ValueError("Dataframe does not have key information.")
for i, value in enumerate(dcf_model.gaap_is[1:]):
df = dcf_model.insert_row(dcf_model.gaap_is[i + 1],
dcf_model.gaap_is[i], df, blank_list)
if statement == "BS":
if "Cash & Equivalents" in df.index:
blank_list = [
"0" for x in df.loc["Cash & Equivalents"].to_list()
]
else:
raise ValueError("Dataframe does not have key information.")
for i, value in enumerate(dcf_model.gaap_bs[1:]):
df = dcf_model.insert_row(dcf_model.gaap_bs[i + 1],
dcf_model.gaap_bs[i], df, blank_list)
if statement == "CF":
if "Net Income" in df.index:
blank_list = ["0" for x in df.loc["Net Income"].to_list()]
else:
raise ValueError("Dataframe does not have key information.")
for i, value in enumerate(dcf_model.gaap_cf[1:]):
df = dcf_model.insert_row(dcf_model.gaap_cf[i + 1],
dcf_model.gaap_cf[i], df, blank_list)
rowI = row + 1
names = df.index.values.tolist()
for name in names:
self.ws1[f"A{rowI}"] = name
if name in dcf_model.sum_rows:
length = self.len_data + (self.len_pred
if statement != "CF" else 0)
for i in range(length):
if statement == "CF" and name == "Net Income":
pass
else:
self.ws1[
f"{dcf_model.letters[i+1]}{rowI}"].font = dcf_model.bold_font
self.ws1[
f"{dcf_model.letters[i+1]}{rowI}"].border = dcf_model.thin_border_top
rowI += 1
column = 1
for key, value in df.iteritems():
rowI = row
if header:
dcf_model.set_cell(
self.ws1,
f"{dcf_model.letters[column]}{rowI}",
float(key),
font=dcf_model.bold_font,
)
for item in value:
rowI += 1
m = 0 if item is None else float(item.replace(",", ""))
dcf_model.set_cell(
self.ws1,
f"{dcf_model.letters[column]}{rowI}",
m,
num_form=dcf_model.fmt_acct,
)
column += 1
return df
def get_sister_data(self, statement: str, ticker: str) -> pd.DataFrame:
URL = f"https://stockanalysis.com/stocks/{ticker}/financials/"
if statement == "BS":
URL += "balance-sheet/"
ignores = dcf_model.non_gaap_bs
if statement == "CF":
URL += "cash-flow-statement/"
ignores = dcf_model.non_gaap_cf
if statement == "IS":
ignores = dcf_model.non_gaap_is
r = requests.get(URL, headers=dcf_model.headers)
if "404 - Page Not Found" in r.text:
# TODO: add better handling
print("Unable to find requested sister ticker for ration analysis")
raise ValueError("The ticker given is not in the stock analysis website.")
soup = BeautifulSoup(r.content, "html.parser")
table = soup.find(
"table", attrs={"class": re.compile("^FinancialTable_table_financial__.*")}
)
head = table.find("thead")
if head is None:
raise ValueError("Incorrect website format")
columns = head.find_all("th")
if self.years == []:
self.years = [x.get_text().strip() for x in columns]
self.len_data = len(self.years) - 1
if self.rounding == 0:
phrase = soup.find(
"div", attrs={"class": "text-sm pb-1 text-gray-600"}
).get_text()
if "thousand" in phrase:
self.rounding = 1_000
elif "millions" in phrase:
self.rounding = 1_000_000
elif "billions" in phrase:
self.rounding = 1_000_000_000
else:
raise ValueError(
"Stock Analysis did not specify a proper rounding amount"
)
body = table.find("tbody")
rows = body.find_all("tr")
all_data = [[x.get_text().strip() for x in y.find_all("td")] for y in rows]
df = pd.DataFrame(data=all_data)
df = df.set_index(0)
n = df.shape[1] - self.len_data
if n > 0:
df = df.iloc[:, :-n]
df.columns = self.years[1:]
for ignore in ignores:
if ignore in df.index:
df = df.drop([ignore])
df = df[df.columns[::-1]]
if statement == "IS":
vals = ["Revenue", dcf_model.gaap_is]
elif statement == "BS":
vals = ["Cash & Equivalents", dcf_model.gaap_bs]
elif statement == "CF":
vals = ["Net Income", dcf_model.gaap_cf]
if vals[0] in df.index:
blank_list = ["0" for _ in df.loc[vals[0]].to_list()]
else:
raise ValueError("Dataframe does not have key information.")
for i, _ in enumerate(vals[1][1:]):
df = dcf_model.insert_row(vals[1][i + 1], vals[1][i], df, blank_list)
return df
