def dcf(ticker, history='today'):
"""Discounted Cash Flow Valuation API from https://fmpcloud.io/documentation#dcf
Input:
ticker : ticker for which we need the dcf
history: 'today','daily', 'quarter', 'annual'. Periodicity of requested DCF valuations. Defaults to single value of today
Returns:
Discounted Cash Flow Valuation info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
try:
if history == 'today':
typeurl = 'discounted-cash-flow/'
url = urlroot + typeurl + ticker.upper() + "?" + "apikey=" + apikey
elif history == 'daily':
typeurl = 'historical-daily-discounted-cash-flow/'
url = urlroot + typeurl + ticker.upper() + "?" + "apikey=" + apikey
elif history == 'annual':
typeurl = 'historical-discounted-cash-flow-statement/'
url = urlroot + typeurl + ticker.upper() + "?" + "apikey=" + apikey
elif history == 'quarter':
typeurl = 'historical-discounted-cash-flow-statement/'
url = urlroot + typeurl + ticker.upper(
) + "?" + "period=" + history + "&apikey=" + apikey
except KeyError:
raise KeyError('Discounted Cash Flow history requested not correct. ' +
history + ' is not an accepted key')
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def batch_request_eod_prices(tickers = None, date = None):
"""Daily candle stick data API for all available or specified tickers. From https://fmpcloud.io/documentation#batchEndOfTheDay
Input:
tickers - a list of strings only. Will not work as expected if 'AAPL' is sent. Please send ['AAPL'] for single stock and ['AAPL','FB','MSFT'] for a batch. Default value returns data for all available stocks. If batch data for specific is requested, a date must also be provided.
Returns:
Dataframe -- batch request for daily candle information for all stocks.
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
if (tickers is None) and (date is None):
url = urlroot + "batch-request-end-of-day-prices?apikey=" + apikey
elif (tickers is not None) and (date is None):
raise Exception('For batch query of specific stocks, please specify a date in the format yyyy-mm-dd')
elif (tickers is None) and (date is not None):
url = urlroot + "batch-request-end-of-day-prices?date=" + date + "&apikey=" + apikey
elif (tickers is not None) and (date is not None):
tick = ''
for ticker in tickers:
tick = tick + ticker.upper() + ','
url = urlroot + "batch-request-end-of-day-prices/" + tick + "?date=" + date + "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
if pd.read_json(data).empty is True:
raise ValueError("Data not found for " + str(tickers) + " on specified date " + date)
return safe_read_json(data)
def balance_sheet(ticker, period='annual', ftype='full'):
"""Balance sheet API from https://fmpcloud.io/documentation#balanceSheet
Input:
ticker : ticker for which we need the balance sheet values
period : 'annual', 'quarter'. Periodicity of requested balance sheet. Defaults to annual
ftype : 'full', 'growth'. Defines input sheet type. Defaults to full.
Returns:
Balance sheet info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
typeurl = ''
try:
if ftype == 'full':
typeurl = 'balance-sheet-statement/'
elif ftype == 'growth':
typeurl = 'balance-sheet-statement-growth/'
# elif ftype == 'short':
# typeurl = 'balance-sheet-statement-shorten/'
# elif ftype == 'growth-short':
# typeurl = 'balance-sheet-statement-growth-shorten/'
except KeyError:
print('Balance sheet type not correct')
url = urlroot + typeurl + ticker.upper(
) + "?" + "&period=" + period + "&apikey=" + apikey
data = safe_read_json(url)
return data
def cash_flow_statement(ticker, period='annual', ftype='full'):
"""Cash Flow Statement API from https://fmpcloud.io/documentation#cashFlowStatement
Input:
ticker : ticker for which we need the cash flow statement
period : 'annual', 'quarter'. Periodicity of requested balance sheet. Defaults to annual
ftype : 'full', 'growth'. Defines input sheet type. Defaults to full.
Returns:
Income statement info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
typeurl = ''
try:
if ftype == 'full':
typeurl = 'cash-flow-statement/'
elif ftype == 'growth':
typeurl = 'cash-flow-statement-growth/'
# elif bstype == 'short':
# typeurl = 'income-statement-shorten/'
# elif bstype == 'growth-short':
# typeurl = 'income-statement-growth-shorten/'
except KeyError:
raise KeyError('Cash Flow Statement type not correct')
url = urlroot + typeurl + ticker.upper(
) + "?" + "period=" + period + "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def company_profile(ticker):
"""Company profile API from https://financialmodelingprep.com/developer/docs/#Symbols-List
Returns:
DataFrame -- Returns company profile
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
url = urlroot + "company/profile/" + ticker.upper() + "?apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def rss_feed():
"""RSS Feed API from https://fmpcloud.io/documentation#rssFeed
Returns:
Returns any filings of the day over the last week
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
localurl = "rss_feed?apikey="
url = urlroot + localurl + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def stock_market_performances(performancetype):
"""Provides an overview of the market performance across specified performance type. https://fmpcloud.io/documentation#stockMarketPerformances
Input:
performancetype : type of performance for which data is sought. performance type can be "active", "gainers", "losers", "sector", "sector historical", "market hours".
Returns:
Dataframe -- market performance data by specified performance type
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
url = urlroot + map_performance(performancetype.lower()) + "?apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def real_time_quote(ticker):
"""Real time quote API from https://fmpcloud.io/documentation#realtimeQuote
Input:
ticker : stock ticker of the company. eg: 'AAPL'
Returns:
Dataframe -- real-time quotes of the requested tickers
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
urlrtq = 'quote/'
url = urlroot + urlrtq + ticker.upper() + "?apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def ticker_search(match = None, limit = 100, exchange = 'NASDAQ'):
"""Ticker search API for partial matching of stocks over specified exchange. From https://fmpcloud.io/documentation#tickerSearch
Input:
match - string to match tickers. eg: 'AA' will return AAPL, AAON etc.
limit - number of search results to return. Defaults to 100
exchange - the exchange to perform the search on. Possible values 'NASDAQ', 'AEX', 'NYSE'. Will publish a complete list later
Returns:
Dataframe -- matching tickers, upto 'limit' number of values, found on the specified exchange
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
if match is not None:
url = urlroot + 'search?query=' + match.upper() + '&limit=' + str(limit) + "&exchange=" + exchange.lower() + '&apikey=' + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def key_metrics(ticker, period='annual'):
"""Key Metrics API from https://fmpcloud.io/documentation#keyMetrics
Input:
ticker : ticker for which we need the key metrics
period : 'annual', 'quarter'. Periodicity of requested balance sheet. Defaults to annual
Returns:
Key metrics info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
typeurl = "key-metrics/"
url = urlroot + typeurl + ticker.upper(
) + "?" + "period=" + period + "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def financial_statements_growth(ticker, period='annual'):
"""Financial Statements Growth API from https://fmpcloud.io/documentation#financialStatementGrowth
Input:
ticker : ticker for which we need the financial growth
period : 'annual', 'quarter'. Periodicity of requested balance sheet. Defaults to annual
Returns:
Financial Statements Growth info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
typeurl = "financial-growth/"
url = urlroot + typeurl + ticker.upper(
) + "?" + "period=" + period + "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def enterprise_value(ticker, period='annual'):
"""Enterprise value API from https://fmpcloud.io/documentation#enterpriseValue
Input:
ticker : ticker for which we need the enterprise value
period : 'annual', 'quarter'. Periodicity of requested balance sheet. Defaults to annual
Returns:
Enterprise value info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
typeurl = "enterprise-values/"
url = urlroot + typeurl + ticker.upper(
) + "?" + "period=" + period + "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def available_markets_and_tickers(markettype = None, marketprices = False):
"""List of available tickers per specified market, and their prices. From https://fmpcloud.io/documentation#availableMarketandTickers
Input:
marketType : type of market for which we need the available tickers/prices. marketType can be "ETF", "Commodities", "Euronext", "NYSE", "AMEX", "TSX", "Mutual Funds", "Index", "Nasdaq".
marketprices : Boolean to indicate if you want the prices of the tickers for the specified markettype.
Returns:
Dataframe -- Returns list of available tickers per specified market, and their prices if marketPrices = True
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
if markettype is None:
raise Exception("Please provide marketType. For a list of available options, see function documentation or visit https://fmpcloud.io/documentation#availableMarketandTickers")
urlmarket = map_markets(markettype.lower(), marketprices)
url = urlroot + urlmarket + "?apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def historical_stock_data(ticker, period = None, dailytype = None, last = None, start = None, end = None):
"""Historical stock data API for . From https://fmpcloud.io/documentation#historicalStockData
Input:
ticker - fx for which you want the historical data
period - tick periodicity - can be '1min', '5min', '15min', '30min', '1hour'. Defaults to '15min'. Do not use with daily type
dailytype - can be 'line', 'change'. line chart info for daily price or daily change and volume. Do not use with period.
last - fx data for last x days. Only works with dailytype. Does not work with period
start - start date in the format yyyy-mm-dd. eg: '2018-01-01'
end - end date in the format yyyy-mm-dd. eg: '2019-01-01'
Returns:
Dataframe -- fx stock data
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
if ((dailytype is not None) or (last is not None)) and (period is not None):
raise Exception(" 'period' and 'dailytype' cannot be set on the same call. Please choose either, not both. 'last' can only be set with 'dailytype'")
if dailytype is not None:
urlhist = urlroot + 'historical-price-full/' + ticker.upper() + '?'
elif period is not None:
urlhist = urlroot + 'historical-chart/' + period + '/' + ticker.upper() + '?'
else:
raise Exception("'period' or 'dailytype' not set. Please set atleast one")
if dailytype == 'line':
urlhist = urlhist + "serietype=line"
if last is not None:
urlhist = urlhist + "×eries=" + str(last)
if (last is None) and (start is not None):
urlhist = urlhist + "&from=" + start
if (last is None) and (end is not None):
urlhist = urlhist + "&to" + end
url = urlhist+ "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
data = safe_read_json(data)
if dailytype is not None:
datatick = data['symbol']
data_mod = pd.DataFrame.from_records(data['historical'])
data_mod['symbol'] = datatick
data = data_mod
data['date'] = pd.to_datetime(data['date'], format = '%Y-%m-%d %H:%M:%S')
data = data.set_index('date')
return data
def rating(ticker, history='today'):
"""Rating API from https://fmpcloud.io/documentation#rating
Input:
ticker : ticker for which we need the rating info
history: 'today','daily'. Periodicity of requested ratings. Defaults to single value of today
Returns:
rating info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
try:
if history == 'today':
typeurl = 'rating/'
elif history == 'daily':
typeurl = 'historical-rating/'
except KeyError:
print('Rating history requested not correct')
url = urlroot + typeurl + ticker.upper() + "?" + "apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def financial_ratios(ticker, period='annual', ttm=False):
"""Financial Ratios API from https://fmpcloud.io/documentation#financialRatios
Input:
ticker : ticker for which we need the financial ratios
period : 'annual', 'quarter'. Periodicity of requested balance sheet. Defaults to annual
ttm: trailing twelve months financial ratios. Default is False
Returns:
Financial ratios info for selected ticker
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
if ttm:
typeurl = "ratios-ttm/"
else:
typeurl = "ratios/"
url = urlroot + typeurl + ticker.upper(
) + "?" + "period=" + period + "&apikey=" + apikey
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)
def stock_screener(mcgt=None,
mclt=None,
bgt=None,
blt=None,
divgt=None,
divlt=None,
volgt=None,
vollt=None,
sector=None,
limit=100):
"""Stock Screener API from https://fmpcloud.io/documentation#rating
Input:
mcgt: stocks with market cap greater than this value
mclt: stocks with market cap less than this value
bgt: stocks with beta greater than this value
blt: stocks with beta less than this value
divgt: stock with dividends per share greater than this value
divlt: stocks with dividends per share less than this value
volgt: stocks with average trading volume greater than this value
vollt: stocks with average trading volume less than this value
sector: stocks within this
limit: number of return results
Returns:
List of stocks meeting the screening criteria
"""
urlroot = settings.get_urlroot()
apikey = settings.get_apikey()
urlss = 'stock-screener?'
urlbase = urlroot + urlss
url = urlroot + urlss
if sector is not None:
urlsector = 'sector=' + sector #API call adds the %20 automatically
url = url + urlsector
if mcgt is not None:
urlmcgt = "marketCapMoreThan=" + str(mcgt)
if url == urlbase:
url = url + urlmcgt
else:
url = url + '&' + urlmcgt
if mclt is not None:
urlmclt = "marketCapLowerThan=" + str(mclt)
if url == urlbase:
url = url + urlmclt
else:
url = url + '&' + urlmclt
if bgt is not None:
urlbgt = "betaMoreThan=" + str(bgt)
if url == urlbase:
url = url + urlbgt
else:
url = url + '&' + urlbgt
if blt is not None:
urlblt = "betaLowerThan=" + str(blt)
if url == urlbase:
url = url + urlblt
else:
url = url + '&' + urlblt
if divgt is not None:
urldivgt = "dividendMoreThan=" + str(divgt)
if url == urlbase:
url = url + urldivgt
else:
url = url + '&' + urldivgt
if divlt is not None:
urldivlt = "dividendLowerThan=" + str(divlt)
if url == urlbase:
url = url + urldivlt
else:
url = url + '&' + urldivlt
if volgt is not None:
urlvolgt = "volumeMoreThan=" + str(volgt)
if url == urlbase:
url = url + urlvolgt
else:
url = url + '&' + urlvolgt
if vollt is not None:
urlvollt = "volumeLowerThan=" + str(vollt)
if url == urlbase:
url = url + urlvollt
else:
url = url + '&' + urlvollt
try:
if url != urlbase:
url = url + '&limit=' + str(limit) + '&apikey=' + apikey
except ValueError('Please check screening values provided'):
print('Exiting')
url = "20%".join(url.split(" "))
response = urlopen(url)
data = response.read().decode("utf-8")
return safe_read_json(data)