Ejemplo n.º 1
0
def get_fin_regressors(ticker_code):
    # TEST : get financial data for one ticker
    data = si.get_financials(
        ticker=ticker_code)['yearly_income_statement'].transpose()
    data['co_name'] = tickers_df.loc[ticker_code]['name']
    data = data.sort_values(by='endDate')
    #data.loc['ds'] = data.loc['endDate']

    # remove duplicates

    data.drop_duplicates(subset=['totalRevenue'], inplace=True)
    data = data.reset_index()
    data.index = data.endDate

    # calculate aggregates

    data['grossProfit_margin'] = data.apply(
        lambda x: margin(x['grossProfit'], x['totalRevenue']), axis=1)
    data['operatingIncome_margin'] = data.apply(
        lambda x: margin(x['operatingIncome'], x['totalRevenue']), axis=1)
    data['netIncome_margin'] = data.apply(
        lambda x: margin(x['netIncome'], x['totalRevenue']), axis=1)

    # calculate % growth

    revenue_growth = ['NaN']
    for i in range(1, len(data)):
        revenue_growth.append(
            per_growth(data['totalRevenue'][i], data['totalRevenue'][i - 1]))
    data['revenue_growth'] = revenue_growth

    grossProfit_growth = ['NaN']
    for i in range(1, len(data)):
        grossProfit_growth.append(
            per_growth(data['grossProfit'][i], data['grossProfit'][i - 1]))
    data['grossProfit_growth'] = grossProfit_growth

    operatingIncome_growth = ['NaN']
    for i in range(1, len(data)):
        operatingIncome_growth.append(
            per_growth(data['operatingIncome'][i],
                       data['operatingIncome'][i - 1]))
    data['operatingIncome_growth'] = operatingIncome_growth

    netIncome_growth = ['NaN']
    for i in range(1, len(data)):
        netIncome_growth.append(
            per_growth(data['netIncome'][i], data['netIncome'][i - 1]))
    data['netIncome_growth'] = netIncome_growth

    return data
Ejemplo n.º 2
0
        input(
            'What is the Weighted Average Maturity of Debt Found in 10k Report (if unsure write 5):'
        ))
    print(int(input('Stock Based Compensation:')))
    Ticker = input("Insert Ticker:")
    quote = yf.get_quote_table(Ticker)
    # indexing market cap
    MarketCap = quote["Market Cap"]
    # print market cap
    beta = quote["Beta (5Y Monthly)"]
    print('Market Cap:', "{:,}".format(conv_mrktcap(MarketCap)), '$')
    print('Beta:', beta)
    stats = yf.get_stats_valuation(Ticker)
    Data = yf.get_data(Ticker)
    Balance_Sheet = yf.get_balance_sheet(Ticker)
    financials = yf.get_financials(Ticker)
    analyst = yf.get_analysts_info(Ticker)
    # import company's valuations as stats
    income = yf.get_income_statement(Ticker)
    Cash = yf.get_cash_flow(Ticker)

    # import comapny's income statement as income
    ebit = income.loc["ebit"]
    # indexing ebit in icnome statement
    ebit2020 = int(ebit["2020"])
    # indexing latest ebit in income statement
    print('Latest Calender Ebit:', "{:,}".format(ebit2020), "$")

    interestExpense = income.loc['interestExpense']
    # indexing interest expense in imcome statement
    interestExpense2020 = int(-interestExpense["2020"])
Ejemplo n.º 3
0
def get_yahoo_fin(prod, outdir):
    """
    Query exhaustive information of a stock on Yahoo finance and output to a worksheet
    Args:
        prod    Product object, containing basic info about the stock such as symbol, name, currency etc.
        start_date  start date string such as '1/1/2018' or '2018-1-1T00:00:00'
        end_date    end date string such as '30/12/2018' ...
        outdir  output dir to save the plot
    Return:
        no return
    """
    ticker = prod._symbol
    out_path = os.path.join(outdir, f'{prod._name}.xlsx')
    print(f'Retrieving data for {prod._name} ...')
    writer = pd.ExcelWriter(out_path,engine='xlsxwriter')  # Creating Excel Writer Object from Pandas  

    # summary, quote table, stats
    print('\tQuerying summary/quote table/stats ...')
    row_count = 0
    summ = {'name': prod._name, 'id': prod._id, 'symbol': prod._symbol, 
            'close price': prod._closeprice,
            'close date': prod._closedate, 
            'current price': si.get_live_price(ticker),
            'vwdId': prod._vwdId}
    df_summ = dict2dataframe(summ, 'info')
    df_summ.rename_axis('Summary', axis='index', inplace=True)
    df_summ.to_excel(writer, sheet_name='Summary', startrow=row_count, startcol=0)
    row_count = row_count + len(df_summ) + 2

    df_quote = dict2dataframe(si.get_quote_table(ticker))
    df_quote.rename_axis('Quote table', axis='index', inplace=True)
    df_quote.to_excel(writer, sheet_name='Summary', startrow=row_count, startcol=0)
    row_count = row_count + len(df_quote) + 2

    df_stats = si.get_stats(ticker)
    df_stats.rename_axis('Stats', axis='index', inplace=True)
    df_stats.to_excel(writer, sheet_name='Summary', startrow=row_count, startcol=0)
    row_count = row_count + len(df_stats) + 2

    # analyst
    print('\tQuerying analyst ...')
    ana = si.get_analysts_info(ticker)  # this return a dict of pandas dataframes
    row_count = 0
    for key, df in ana.items():
        df.name = key
        df.to_excel(writer, sheet_name='Analyst Info', startrow=row_count, startcol=0)
        row_count = row_count + len(df) + 2

    # balance sheet
    print('\tQuerying balance ...')
    df_bal = si.get_balance_sheet(ticker)
    df_bal.to_excel(writer,sheet_name='Balance', startrow=0 , startcol=0)

    # cash flow
    print('\tQuerying cash flow ...')
    df_cash = si.get_cash_flow(ticker)
    df_cash.to_excel(writer,sheet_name='Cash flow', startrow=0 , startcol=0)

    # data
    print('\tQuerying historic data ...')
    df_data = si.get_data(ticker)
    df_data.sort_index(ascending=False, inplace=True)
    df_data.to_excel(writer,sheet_name='Data', startrow=0 , startcol=0)

    # financial
    print('\tQuerying financial ...')
    fin = si.get_financials(ticker)  # this return a dict of dataframes
    row_count = 0
    for key, df in fin.items():
        df.rename_axis(key, axis='index', inplace=True)
        df.to_excel(writer, sheet_name='Financial', startrow=row_count, startcol=0)
        row_count = row_count + len(df) + 2

    # save
    writer.save()
    print(f'Data saved to {out_path}')
Ejemplo n.º 4
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    def get_fundamental_data(self):
        """ all fundamental data """
        try:
            self.fundamental = si.get_quote_data(self.ticker)
        except:
            pass
        try:
            self.quote = si.get_quote_table(self.ticker)
        except:
            pass
        try:
            self.stats = si.get_stats(self.ticker)
        except:
            pass
        try:
            self.earnings = si.get_earnings(self.ticker)
        except:
            pass
        try:
            self.financials = si.get_financials(self.ticker)
        except:
            pass

        # Individual fundamental factors

        try:
            self.earnings_up_count = sum(
                (self.earnings['quarterly_revenue_earnings'].earnings.diff() >
                 0).iloc[1:])
        except:
            self.errorCount += 1

        try:
            self.earnings_up_latest = int(
                (self.earnings['quarterly_revenue_earnings'].earnings.diff() >
                 0).iloc[-1])
        except:
            self.errorCount += 1

        try:
            self.trailingPE = self.quote['PE Ratio (TTM)']
        except:
            self.errorCount += 1

        try:
            self.EPS = self.quote['EPS (TTM)']
        except:
            self.errorCount += 1

        try:
            self.marketCap = self.fundamental['marketCap']
        except:
            self.errorCount += 1

        try:
            self.TotalDebtEquity = self.stats[
                self.stats.Attribute == 'Total Debt/Equity (mrq)'].iloc[0, 1]
        except:
            self.errorCount += 1

        try:
            self.shortRatio = float(self.stats[
                self.stats.Attribute.str.contains('Short Ratio')].iloc[0, 1])
        except:
            self.errorCount += 1

        try:
            self.institutionPct = float(
                self.stats[self.stats.Attribute.str.contains(
                    'Held by Institutions')].iloc[0, 1][:-1])
        except:
            self.errorCount += 1
Ejemplo n.º 5
0
    def __init__(self, name):
        quote_table = si.get_quote_table(name, dict_result=False)
        open = quote_table.at[12, 'value']
        price = quote_table.at[15, 'value']
        prePrice = quote_table.at[14, 'value']
        pe = quote_table.at[13, 'value']
        avgVol = quote_table.at[3, 'value']
        vol = quote_table.at[6, 'value']

        ticker = yf.Ticker(name)
        info = ticker.info
        mktCap = info['marketCap']
        mktCapNum = mktCap
        mktCap = mktCap / 1000000000
        mktCap = "{:.1f}".format(mktCap)
        self.mktCap = mktCap + 'B'
        symbol = info['symbol']
        self.ave50 = info['fiftyDayAverage']
        self.name = info['shortName']
        country = get_dict_item(info, 'country')

        employeeRaw = get_dict_item(info, 'fullTimeEmployees')
        if employeeRaw is not None:
            employee = format(employeeRaw, ',d')
        else:
            employee = '-'

        instHoldPctRaw = get_dict_item(info, 'heldPercentInstitutions')
        if instHoldPctRaw is not None:
            instHoldPct = "{:.1%}".format(instHoldPctRaw)
        else:
            instHoldPct = '-'

        fin = si.get_financials(name)
        # fin_bs_q=fin["quarterly_balance_sheet"]
        fin_bs_q = fin["yearly_balance_sheet"]

        fin_bs_q_dates = fin_bs_q.columns.values
        date = fin_bs_q_dates[0]
        dateStr = str(date)
        self.finDate = dateStr[0:10]

        fin_year_y = fin["yearly_balance_sheet"]
        fin_year_dates_y = fin_year_y.columns.values
        date_y = fin_year_dates_y[0]
        dateStr_y = str(date_y)
        self.finDate_y = dateStr_y[0:10]

        sharesOutstandingRaw = get_dict_item(info, 'sharesOutstanding')
        sharesOutstanding = number2M_pure(sharesOutstandingRaw)

        ## General
        # Total Asset
        totalAssetsRaw, totalAssets = get_dataframe_item(
            fin_bs_q, 'totalAssets', country, date, 0)

        # Total Liabilities
        totalLiabRaw, totalLiab = get_dataframe_item(fin_bs_q, 'totalLiab',
                                                     country, date, 0)
        totalLiab_pct = addPct(totalLiabRaw, totalLiab, totalAssetsRaw)

        # Total Equity
        totalEquityRaw = totalAssetsRaw - totalLiabRaw
        totalEquity = number2M(totalEquityRaw, country, date)
        totalEquityRaw_pct = addPct(totalEquityRaw, totalEquity,
                                    totalAssetsRaw)

        ## ASSET
        # Total Current Assets
        totalCurrentAssetsRaw, totalCurrentAssets = get_dataframe_item(
            fin_bs_q, 'totalCurrentAssets', country, date, 0)
        if totalCurrentAssetsRaw is not None:
            pct = "{:.1%}".format(totalCurrentAssetsRaw / totalAssetsRaw)
            totalCurrentAssets = totalCurrentAssets + ' (' + pct + ')'

        # Cash
        cashRaw, cash = get_dataframe_item(fin_bs_q, 'cash', country, date, 0)
        cash_pct = addPct(cashRaw, cash, totalCurrentAssetsRaw)

        # Short Term Investment
        shortTermInvestmentsRaw, shortTermInvestments = get_dataframe_item(
            fin_bs_q, 'shortTermInvestments', country, date, 0)
        shortTermInvestments_pct = addPct(shortTermInvestmentsRaw,
                                          shortTermInvestments,
                                          totalCurrentAssetsRaw)

        # Receivables
        netReceivablesRaw, netReceivables = get_dataframe_item(
            fin_bs_q, 'netReceivables', country, date, 0)
        netReceivables_pct = addPct(netReceivablesRaw, netReceivables,
                                    totalCurrentAssetsRaw)

        # Inventory
        inventoryRaw, inventory = get_dataframe_item(fin_bs_q, 'inventory',
                                                     country, date, 0)
        inventory_pct = addPct(inventoryRaw, inventory, totalCurrentAssetsRaw)

        # Other Current Asset
        otherCurrentAssetsRaw, otherCurrentAssets = get_dataframe_item(
            fin_bs_q, 'otherCurrentAssets', country, date, 0)
        otherCurrentAssets_pct = addPct(otherCurrentAssetsRaw,
                                        otherCurrentAssets,
                                        totalCurrentAssetsRaw)

        # Total Long Term Asset
        totalLongTermAssetRaw = totalAssetsRaw - totalCurrentAssetsRaw
        totalLongTermAsset = number2M(totalLongTermAssetRaw, country, date)
        totalLongTermAsset_pct = addPct(totalLongTermAssetRaw,
                                        totalLongTermAsset, totalAssetsRaw)

        # Property, Plant, and Equipment
        propertyPlantEquipmentRaw, propertyPlantEquipment = get_dataframe_item(
            fin_bs_q, 'propertyPlantEquipment', country, date, 0)
        propertyPlantEquipment_pct = addPct(propertyPlantEquipmentRaw,
                                            propertyPlantEquipment,
                                            totalLongTermAssetRaw)

        # Long-term Investment
        longTermInvestmentsRaw, longTermInvestments = get_dataframe_item(
            fin_bs_q, 'longTermInvestments', country, date, 0)
        longTermInvestments_pct = addPct(longTermInvestmentsRaw,
                                         longTermInvestments,
                                         totalLongTermAssetRaw)

        # Net Intangible Asset
        netIntangibleAssetsRaw, netIntangibleAssets = get_dataframe_item(
            fin_bs_q, 'intangibleAssets', country, date, 0)
        netIntangibleAssets_pct = addPct(netIntangibleAssetsRaw,
                                         netIntangibleAssets,
                                         totalLongTermAssetRaw)

        # Goodwill
        goodWillRaw, goodWill = get_dataframe_item(fin_bs_q, 'goodWill',
                                                   country, date, 0)
        goodWill_pct = addPct(goodWillRaw, goodWill, totalLongTermAssetRaw)

        # Intangible Asset
        intangibleAssetsRaw = netIntangibleAssetsRaw + goodWillRaw
        intangibleAssets = number2M(intangibleAssetsRaw, country, date)
        intangibleAssets_pct = addPct(intangibleAssetsRaw, intangibleAssets,
                                      totalLongTermAssetRaw)

        # Other Long-term Asset
        otherAssetsRaw, otherAssets = get_dataframe_item(
            fin_bs_q, 'otherAssets', country, date, 0)
        otherAssets_pct = addPct(otherAssetsRaw, otherAssets,
                                 totalLongTermAssetRaw)

        # Tangible
        tangibleAssetsRaw = totalAssetsRaw - intangibleAssetsRaw
        tangibleAssets = number2M(tangibleAssetsRaw, country, date)
        tangibleAssets_pct = addPct(tangibleAssetsRaw, tangibleAssets,
                                    totalAssetsRaw)

        ## LIABILITY

        # Total Current Liabilities
        totalCurrentLiabilitiesRaw, totalCurrentLiabilities = get_dataframe_item(
            fin_bs_q, 'totalCurrentLiabilities', country, date, 0)
        totalCurrentLiabilities_pct = addPct(totalCurrentLiabilitiesRaw,
                                             totalCurrentLiabilities,
                                             totalLiabRaw)

        # Account Payable
        accountsPayableRaw, accountsPayable = get_dataframe_item(
            fin_bs_q, 'accountsPayable', country, date, 0)
        accountsPayable_pct = addPct(accountsPayableRaw, accountsPayable,
                                     totalCurrentLiabilitiesRaw)

        # Other Current Liabilities
        otherCurrentLiabRaw, otherCurrentLiab = get_dataframe_item(
            fin_bs_q, 'otherCurrentLiab', country, date, 0)
        otherCurrentLiab_pct = addPct(otherCurrentLiabRaw, otherCurrentLiab,
                                      totalCurrentLiabilitiesRaw)

        # Total Long-term Liablities
        totalLongTermLiabRaw = totalLiabRaw - totalCurrentLiabilitiesRaw
        totalLongTermLiab = number2M(totalLongTermLiabRaw, country, date)
        totalLongTermLiab_pct = addPct(totalLongTermLiabRaw, totalLongTermLiab,
                                       totalLiabRaw)

        # Long-term Debt
        longTermDebtRaw, longTermDebt = get_dataframe_item(
            fin_bs_q, 'longTermDebt', country, date, 0)
        longTermDebt_pct = addPct(longTermDebtRaw, longTermDebt,
                                  totalLongTermLiabRaw)

        shortLongTermDebtRaw, shortLongTermDebt = get_dataframe_item(
            fin_bs_q, 'shortLongTermDebt', country, date, 0)

        ## EQUITY

        # Minority Interest
        minorityInterestRaw, minorityInterest = get_dataframe_item(
            fin_bs_q, 'minorityInterest', country, date, 0)
        minorityInterest_pct = addPct(minorityInterestRaw, minorityInterest,
                                      totalEquityRaw)

        # Total Shareholder's Equity
        totalShareholderEquityRaw = totalEquityRaw - minorityInterestRaw
        totalShareholderEquity = number2M(totalShareholderEquityRaw, country,
                                          date)
        totalShareholderEquity_pct = addPct(totalShareholderEquityRaw,
                                            totalShareholderEquity,
                                            totalEquityRaw)

        # Common Stock
        commonStockRaw, commonStock = get_dataframe_item(
            fin_bs_q, 'commonStock', country, date, 0)

        # Retained Earnings
        retainedEarningsRaw, retainedEarnings = get_dataframe_item(
            fin_bs_q, 'retainedEarnings', country, date, 0)

        # Gains Losses Not Affecting Retained Earnings (Treasury Stock)
        treasuryStockRaw, treasuryStock = get_dataframe_item(
            fin_bs_q, 'treasuryStock', country, date, 0)

        # Common Stock Equity
        commonStockEquityRaw, commonStockEquity = get_dataframe_item(
            fin_bs_q, 'totalStockholderEquity', country, date, 0)
        commonStockEquity_pct = addPct(commonStockEquityRaw, commonStockEquity,
                                       totalShareholderEquityRaw)

        # Preferred Stock Equity
        preferredStockEquityRaw = totalShareholderEquityRaw - commonStockEquityRaw
        preferredStockEquity = number2M(preferredStockEquityRaw, country, date)
        preferredStockEquity_pct = addPct(preferredStockEquityRaw,
                                          preferredStockEquity,
                                          totalShareholderEquityRaw)

        # Book Value
        bookValueRaw = tangibleAssetsRaw - totalLiabRaw
        bookValue = number2M(bookValueRaw, country, date)

        # Common Book Value
        commonBookValueRaw = commonStockEquityRaw - intangibleAssetsRaw
        commonBookValue = number2M(commonBookValueRaw, country, date)

        capitalSurplusRaw, capitalSurplus = get_dataframe_item(
            fin_bs_q, 'capitalSurplus', country, date, 0)

        floatSharesRaw = info["floatShares"]
        floatShares = number2M(floatSharesRaw, country, date)

        floatSharesPct = "{:.1%}".format(floatSharesRaw / sharesOutstandingRaw)

        # FUNDAMENTALS
        workingCapitalRaw = totalCurrentAssetsRaw - totalCurrentLiabilitiesRaw
        if (workingCapitalRaw
                is not None) & (not math.isnan(workingCapitalRaw)):
            workingCapital = number2M(workingCapitalRaw, country, date)

        # Basic Ratios
        currentRatioRaw = totalCurrentAssetsRaw / totalCurrentLiabilitiesRaw
        currentRatio = "{:.2f}".format(currentRatioRaw)

        quickRatioRaw = (totalCurrentAssetsRaw -
                         inventoryRaw) / totalCurrentLiabilitiesRaw
        quickRatio = "{:.2f}".format(quickRatioRaw)

        deRaw = totalLiabRaw / totalShareholderEquityRaw
        de = "{:.2f}".format(deRaw)

        # BVPS
        bvpsRaw = commonStockEquityRaw / sharesOutstandingRaw
        bvps = "{:.2f}".format(bvpsRaw)

        tanBvpsRaw = (commonStockEquityRaw -
                      intangibleAssetsRaw) / sharesOutstandingRaw
        tanBvps = "{:.2f}".format(tanBvpsRaw)

        ## Income
        in_quart = fin["quarterly_income_statement"]
        netIncomeRaw, netIncome = get_dataframe_item(in_quart, 'netIncome',
                                                     country, date, 0)

        # roeRaw=4*netIncomeRaw/((totalStockholderEquityRaw+totalStockholderEquityRawPre1)/2)
        # roe="{:.1%}".format(roeRaw)

        totalRevenueRaw, totalRevenue = get_dataframe_item(
            in_quart, 'totalRevenue', country, date, 0)

        # dfsize=in_quart.shape
        # colNum=dfsize[1]
        # if colNum>1:
        #   sum = totalRevenueRaw
        #   for i in range(1,colNum):
        #     tempRaw,temp=get_dataframe_item(in_quart,'totalRevenue',country,date,i)
        #     sum = sum + tempRaw
        #   totalRevenueRawTTM = sum / colNum
        #   totalRevenueTTM=number2M(totalRevenueRawTTM,country,date)

        grossProfitRaw, grossProfit = get_dataframe_item(
            in_quart, 'grossProfit', country, date, 0)
        rd_q0Raw, rd_q0 = get_dataframe_item(in_quart, 'researchDevelopment',
                                             country, date, 0)

        in_year = fin["yearly_income_statement"]
        rd_y = in_year.loc['researchDevelopment']
        rd_y0 = rd_y.iloc[0]
        if rd_y0 is not None:
            rd_y0 = convert_currency(rd_y0, country, date)
            rd_y0 = int(rd_y0 / 1000000)
            rd_y0 = format(rd_y0, ',d')
            rd_y0 = str(rd_y0) + 'M'

        BalanceSheetBasic = {
            'Symbol': symbol,
            'MktCapNum': [mktCapNum],  # Used for data reorder
            'Tot Asset': totalAssets,
            'Tot Liab': totalLiab_pct,
            'Tot Equity': totalEquityRaw_pct
        }
        df_BalanceSheetBasic = pd.DataFrame(BalanceSheetBasic, index=[0])

        d = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Price': [("{:.2f}".format(price))],
            'EMPL No.': employee,
            'Qtly Date': self.finDate,
            'Annu Date': self.finDate_y,
            'Shares Outsdg': sharesOutstanding
        }
        df_Old = pd.DataFrame(d, index=[0])

        incomeDetail = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Net Income': netIncome
        }
        df_incomeDetail = pd.DataFrame(incomeDetail, index=[0])

        assetDetail = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Tot Asset': totalAssets,
            'Total Current / Tot': totalCurrentAssets,
            'Cash / Cr': cash_pct,
            'ShrtT Invest / Cr': shortTermInvestments_pct,
            'Receivables / Cr': netReceivables_pct,
            'Inventory / Cr': inventory_pct,
            'Other Curr Asset / Cr': otherCurrentAssets_pct,
            'Total Long-term / Tot': totalLongTermAsset_pct,
            'Property,ect / Lng': propertyPlantEquipment_pct,
            'LongT Invest / Lng': longTermInvestments_pct,
            'Intangible / Lng': intangibleAssets_pct,
            'Net Intangible / Lng': netIntangibleAssets_pct,
            'Goodwill / Lng': goodWill_pct,
            'Other LongT Asset / Lng': otherAssets_pct,
            'Tangible /  Tot': tangibleAssets_pct,
        }
        df_assetDetail = pd.DataFrame(assetDetail, index=[0])

        liabilityDetail = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Tot Liab': totalLiab,
            'Total Current / Tot': totalCurrentLiabilities_pct,
            'Acc Payable / Cr': accountsPayable_pct,
            'Other Curr / Cr': otherCurrentLiab_pct,
            'Total Long / Tot': totalLongTermLiab_pct,
            'Long Debt / Lng': longTermDebt_pct,
            'shortLongTermDebt': shortLongTermDebt
        }
        df_liabilityDetail = pd.DataFrame(liabilityDetail, index=[0])

        equityDetail = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Tot Eqty': totalEquity,
            'Mnrty Int / Tot': minorityInterest_pct,
            'Tot Sh Eqty / Tot': totalShareholderEquity_pct,
            'Commn Eqty / ShH': commonStockEquity_pct,
            'Prffd Eqty / ShH': preferredStockEquity_pct,
            'Book Val': bookValue,
            'Comn Book Val': commonBookValue,
            'Cap Surplus': capitalSurplus
        }
        df_equityDetail = pd.DataFrame(equityDetail, index=[0])

        fundamentals = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Wrk Cap': workingCapital,
        }
        df_fundamentals = pd.DataFrame(fundamentals, index=[0])

        baiscRatios = {
            'Symbol': symbol,
            'MktCapNum': mktCapNum,  # Used for data reorder
            'Current Rt': currentRatio,
            'Quick Rt': quickRatio,
            'Debt-Equity': de,
            'BVPS': bvps,
            'TanBVPS': tanBvps
        }
        df_baiscRatios = pd.DataFrame(baiscRatios, index=[0])

        self.output = {
            'General Information': df_Old,
            'Balance Sheet Basic': df_BalanceSheetBasic,
            'Income': df_incomeDetail,
            'Assets Details': df_assetDetail,
            'Liability Details': df_liabilityDetail,
            'Equity Details': df_equityDetail,
            'Fundamentals': df_fundamentals,
            'Basic Ratios': df_baiscRatios
        }
Ejemplo n.º 6
0
def getQuarterlyFinancials(ticker):
    return si.get_financials(ticker, yearly=False, quarterly=True)
from yahoo_fin import stock_info as si
import pandas as pd
import xlsxwriter

stock = 'NVDA'

directory = "/users/satish/Desktop/" + stock + "_fundamentals.xlsx"
writer = pd.ExcelWriter(directory, engine='xlsxwriter')

balance_sheet = si.get_balance_sheet(stock, True)
income_statement = si.get_income_statement(stock, True)
cash_flow = si.get_cash_flow(stock, True)
financials = si.get_financials(stock, yearly=True)

balance_sheet.to_excel(writer, sheet_name='Balance Sheet')
income_statement.to_excel(writer, sheet_name='Income Statement')
cash_flow.to_excel(writer, sheet_name='Cash Flow')
#financials.to_excel(writer, sheet_name = 'Financials')

writer.save()