def fetch_keyratios(self, ticker, datacode):
"""Get Morningstar key ratio data and return desired element to user"""
#Check for sane user input for datacode.
if datacode < 1 or datacode > 946:
return 'Invalid Datacode'
#Check whether flags indicate that we already have the data we need.
if self.keyratio_flag[0] == '1' or self.keyratio_flag[1] != ticker:
#Query NASDAQ for exchange and check for errors.
exchange = smf.find_exchange(self, ticker)
if exchange not in ['XNYS', 'XASE', 'XNAS']:
return exchange
#Query Morningstar for key ratios and check for errors.
url_ending = '®ion=usa&culture=en-US&cur=USD&order=desc'
self.keyratio_reader = query_morningstar(self, exchange, ticker,
url_ending)
if self.keyratio_flag[0] == '1':
return self.keyratio_reader
#Set flags and read data into memory upon successful query.
else:
self.keyratio_flag[0] = '0'
self.keyratio_flag[1] = ticker
self.keyratio_data = [row for row in self.keyratio_reader]
#Append day for ISO standard dates.
for idx in range (2, 12):
self.keyratio_data[0][idx] += '-01'
#Check for existing datacode -> value map, if none exists then create it.
if not hasattr(self, 'key_datacode_map'):
self.key_datacode_map = keyratio_datacode_map()
#Lookup and return value from map.
row, col = self.key_datacode_map[datacode]
element = self.keyratio_data[row][col]
#Strip , from str so we can convert to float
return element.replace(',','')
def fetch_keyratios(self, ticker, datacode):
"""Get Morningstar key ratio data and return desired element to user"""
#Check for sane user input for datacode.
if datacode < 1 or datacode > 946:
return 'Invalid Datacode'
#Check whether flags indicate that we already have the data we need.
if self.keyratio_flag[0] == '1' or self.keyratio_flag[1] != ticker:
#Query NASDAQ for exchange and check for errors.
exchange = smf.find_exchange(self, ticker)
if exchange not in ['XNYS', 'XASE', 'XNAS']:
return exchange
#Query Morningstar for key ratios and check for errors.
url_ending = '®ion=usa&culture=en-US&cur=USD&order=desc'
self.keyratio_reader = query_morningstar(self, exchange, ticker,
url_ending)
if self.keyratio_flag[0] == '1':
return self.keyratio_reader
#Set flags and read data into memory upon successful query.
else:
self.keyratio_flag[0] = '0'
self.keyratio_flag[1] = ticker
self.keyratio_data = [row for row in self.keyratio_reader]
#Append day for ISO standard dates.
for idx in range (2, 12):
self.keyratio_data[0][idx] += '-01'
#Check for existing datacode -> value map, if none exists then create it.
if not hasattr(self, 'key_datacode_map'):
self.key_datacode_map = keyratio_datacode_map()
#Lookup and return value from map.
row, col = self.key_datacode_map[datacode]
element = self.keyratio_data[row][col]
#Strip , from str so we can convert to float
return element.replace(',','')
def advfn_exchange(self, ticker):
"""Determine exchange ticker is traded on so we can query advfn"""
exchange = smf.find_exchange(self, ticker)
if exchange == 'XNAS':
return 'NASDAQ'
elif exchange == 'XNYS':
return 'NYSE'
elif exchange == 'XASE':
return 'AMEX'
return exchange
def advfn_exchange(self, ticker):
"""Determine exchange ticker is traded on so we can query advfn"""
exchange = smf.find_exchange(self, ticker)
if exchange == 'XNAS':
return 'NASDAQ'
elif exchange == 'XNYS':
return 'NYSE'
elif exchange == 'XASE':
return 'AMEX'
return exchange
def fetch_financials(self, fin_type, ticker, datacode):
"""Get Morningstar financial data and return desired element to user"""
if datacode < 1 or datacode > 162:
return 'Invalid Datacode'
#Check whether flags indicate that we already have the data we need.
flags = self.financial_flag
if fin_type == 'qtr':
flags = self.qfinancial_flag
if flags[0] == '1' or flags[1] != ticker:
#Query NASDAQ for exchange and check for errors.
exchange = smf.find_exchange(self, ticker)
if exchange not in ['XNYS', 'XASE', 'XNAS']:
return exchange
#Query Morningstar for financials and check for errors.
if fin_type == 'qtr':
url_ending = (
'®ion=usa&culture=en-US&cur=USD&reportType=is'
'&period=3&dataType=A&order=desc&columnYear=5&rounding=3'
'&view=raw&r=113199&denominatorView=raw&number=3')
else:
url_ending = (
'®ion=usa&culture=en-US&cur=USD&reportType=is'
'&period=12&dataType=A&order=desc&columnYear=5&rounding=3'
'&view=raw&r=113199&denominatorView=raw&number=3')
financial_reader = query_morningstar(self, exchange, ticker,
url_ending)
if flags[0] == '1':
return financial_reader
#Set flags and read data into memory upon successful query.
else:
flags[0] = '0'
flags[1] = ticker
financial_data_setup(self, financial_reader)
#Check for existing datacode -> value map, if none exists then create it.
if not hasattr(self, 'fin_datacode_map'):
self.fin_datacode_map = financial_datacode_map()
#Lookup and return value from map.
row, col = self.fin_datacode_map[datacode]
element = self.financial_data[row][col]
#Strip , from str so we can convert to float
return element.replace(',', '')
def fetch_financials(self, fin_type, ticker, datacode):
"""Get Morningstar financial data and return desired element to user"""
if datacode < 1 or datacode > 162:
return 'Invalid Datacode'
#Check whether flags indicate that we already have the data we need.
flags = self.financial_flag
if fin_type == 'qtr':
flags = self.qfinancial_flag
if flags[0] == '1' or flags[1] != ticker:
#Query NASDAQ for exchange and check for errors.
exchange = smf.find_exchange(self,ticker)
if exchange not in ['XNYS', 'XASE', 'XNAS']:
return exchange
#Query Morningstar for financials and check for errors.
if fin_type == 'qtr':
url_ending = ('®ion=usa&culture=en-US&cur=USD&reportType=is'
'&period=3&dataType=A&order=desc&columnYear=5&rounding=3'
'&view=raw&r=113199&denominatorView=raw&number=3')
else:
url_ending = ('®ion=usa&culture=en-US&cur=USD&reportType=is'
'&period=12&dataType=A&order=desc&columnYear=5&rounding=3'
'&view=raw&r=113199&denominatorView=raw&number=3')
financial_reader = query_morningstar(self, exchange, ticker, url_ending)
if flags[0] == '1':
return financial_reader
#Set flags and read data into memory upon successful query.
else:
flags[0] = '0'
flags[1] = ticker
financial_data_setup(self, financial_reader)
#Check for existing datacode -> value map, if none exists then create it.
if not hasattr(self, 'fin_datacode_map'):
self.fin_datacode_map = financial_datacode_map()
#Lookup and return value from map.
row, col = self.fin_datacode_map[datacode]
element = self.financial_data[row][col]
#Strip , from str so we can convert to float
return element.replace(',','')
