def _build_index(self):
def with_index(df, type, column, new_name="symbol"):
if not "country" in df:
df["country"] = "unknown"
else:
df["country"] = df["country"].replace({
None: "unknown",
"": "unknown"
}).fillna('unknown')
df.index = pd.MultiIndex.from_tuples([
(s, type, c)
for s, c in zip(df[column].to_list(), df["country"].to_list())
]).rename([
new_name if new_name is not None else column, "type", "country"
])
df = df.drop([column, "country"], axis=1)
df = df.drop(df.index[df.index.duplicated('first')], axis=0)
return df.loc[df.index.dropna()]
symbols_df = pd.concat(
[
with_index(ip.get_bonds(), "BOND",
"name"), # country "name" full_name
with_index(
ip.get_certificates(), "CERT", "symbol"
), # country', 'name', 'full_name', '"symbol"', 'issuer', 'isin', 'asset_class', 'underlying'
with_index(ip.get_cryptos(), "CRYPTO",
"symbol"), # 'name', '"symbol"', 'currency'
with_index(
ip.get_commodities(), "COMM", "name"
), # 'title', 'country', '"name"', 'full_name', 'currency', 'group'
with_index(
ip.get_etfs(), "ETF", "symbol"
), # 'country', 'name', 'full_name', '"symbol"', 'isin', 'asset_class', 'currency', 'stock_exchange', 'def_stock_exchange'
# with_index(ip.get_funds(), "FUND", "isin"), # 'country', 'name', 'symbol', 'issuer', '"isin"', 'asset_class', 'currency', 'underlying'
with_index(
ip.get_indices(), "INDEX", "symbol"
), # 'country', 'name', 'full_name', '"symbol"', 'currency', 'class', 'market'
with_index(
ip.get_stocks(), "STOCK", "symbol"
), # ['country', 'name', 'full_name', 'isin', 'currency', '"symbol"'
with_index(
pd.DataFrame(
[f'{c}/USD' for c in ip.get_available_currencies()],
columns=['symbol']), "FX", "symbol")
],
axis=0)
# update the index table
upsert(self.engine,
symbols_df,
DataProvider.symbols_table_name,
if_row_exists='ignore')
def test_investpy_certificates():
"""
This function checks that certificate data retrieval functions listed in investpy work properly.
"""
params = [
{
'country': 'france',
},
{
'country': None,
},
]
for param in params:
investpy.get_certificates(country=param['country'])
investpy.get_certificates_list(country=param['country'])
params = [
{
'country': None,
'columns': ['full_name', 'name'],
'as_json': True
},
{
'country': None,
'columns': ['full_name', 'name'],
'as_json': False
},
{
'country': 'france',
'columns': ['full_name', 'name'],
'as_json': True
},
{
'country': 'france',
'columns': ['full_name', 'name'],
'as_json': False
},
{
'country': 'france',
'columns': None,
'as_json': False
},
]
for param in params:
investpy.get_certificates_dict(country=param['country'],
columns=param['columns'],
as_json=param['as_json'])
investpy.get_certificate_countries()
params = [
{
'as_json': True,
'order': 'ascending',
},
{
'as_json': False,
'order': 'ascending',
},
{
'as_json': True,
'order': 'descending',
},
{
'as_json': False,
'order': 'descending',
},
]
for param in params:
investpy.get_certificate_recent_data(certificate='BNP Gold 31Dec99',
country='france',
as_json=param['as_json'],
order=param['order'],
interval='Daily')
investpy.get_certificate_historical_data(certificate='BNP Gold 31Dec99',
country='france',
from_date='01/01/1990',
to_date='01/01/2019',
as_json=param['as_json'],
order=param['order'],
interval='Daily')
params = [
{
'certificate': 'BNP Gold 31Dec99',
'country': 'france',
'as_json': False
},
{
'certificate': 'BNP Gold 31Dec99',
'country': 'france',
'as_json': True
}
]
for param in params:
investpy.get_certificate_information(certificate=param['certificate'],
country=param['country'],
as_json=param['as_json'])
params = [
{
'country': 'france',
'as_json': True,
'n_results': 10
},
{
'country': 'france',
'as_json': False,
'n_results': 10
}
]
for param in params:
investpy.get_certificates_overview(country=param['country'],
as_json=param['as_json'],
n_results=param['n_results'])
investpy.search_certificates(by='name', value='BNP')
