def holdings(tickers, metadata, type):
code = 0
for i in tickers:
try:
if len(type) == 0:
resp = cm.getHtml("hld", i)
code = resp[0]
d = getTopHoldings(resp[1], i)
return d
elif type == 'comp':
resp = cm.getHtml("hld", i)
code = resp[0]
d = getComposition(resp[1], i)
return d
elif type == 'weight':
resp = cm.getHtml("hld", i)
code = resp[0]
d = getWeight(resp[1], i)
return d
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
traceback.print_exc()
return None
def main(filter, tickers):
"""
Usage: ./script.py [quote|fin|bs|cf] [ticker]
quote: returns the basic data for the ticker as a dataframe
fin: returns the income statement for the ticker as a dataframe
bs: returns the balance sheet for the ticker as a dataframe
cf: returns the cash flow for the ticker as a dataframe
-> You can also get quote for various other securities, and a group of securities.
There is a universe of securty tickers that can be found in /data/ folder.
There are csv files where the ticker information is saved. Below are examples on how to query:
./script.py quote filename_startindex:endindex
Examples:
------------------------------------------------------------------------------------------------------------------------------
|./script.py quote Stocks_1001:1003 | This returns the quote for stocks index 1001 (inclusive) to 1003 (not inclusive) |
------------------------------------------------------------------------------------------------------------------------------
|./script.py quote Currency_2011:2016| This returns the quote for currency index 2011 (inclusive) to 2016 (not inclusive) |
------------------------------------------------------------------------------------------------------------------------------
To get the index of required tickers in a file use the grep command, for example:
------------------------------------------------------------------------------------------------------------------------------
|grep -in apple Stocks.csv | This returns all lines & line number containing "Apple" startindex = line number - 2 |
------------------------------------------------------------------------------------------------------------------------------
"""
if filter == 'quote':
input = str(tickers)
return q.getQuote(input)
elif filter == 'fin':
resp = cm.getHtml("financial", tickers)
if resp[0] == 200:
df = f.getFinancialNumbers(resp[1])
pd.set_option('display.max_rows', 10, 'display.max_columns', 100)
return df
elif filter == 'bs':
resp = cm.getHtml("bs", tickers)
if resp[0] == 200:
df = b.getBalanceSheet(resp[1])
pd.set_option('display.max_rows', 10, 'display.max_columns', 100)
return df
elif filter == 'cf':
resp = cm.getHtml("cf", tickers)
if resp[0]:
df = c.getCashFlow(resp[1])
pd.set_option('display.max_rows', 10, 'display.max_columns', 100)
return df
else:
print("Invalid data request type, usage: ", end='')
print("'./script.py [quote|fin|bs|cf] [ticker]'")
def dividend(tickers, metadata, val_filter_1):
code = 0
test = lambda x: (x >= float(val_filter_1))
l = []
data_return = {}
for i in tickers:
try:
resp = cm.getHtml("quote", i)
code = resp[0]
quote = q.parse(resp[1])
val = re.search(
"[0-9]*[.][0-9]*",
str(str(quote['Forward Dividend & Yield']).split(' ')[5]))
if val:
if test(float(val.group())):
print(val.group(), end='')
l = [val for val in metadata if val['Ticker'] == str(i)]
if len(l) > 0:
print(" -----------------INFO------------> ", end='')
print(l[0])
else:
print(" ---Ticker (No Info available)--> ", end='')
print(i)
data_return[i] = float(val.group())
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
#traceback.print_exc()
return data_return
def pe_ratio(tickers, metadata, val_filter_1, val_filter_2):
code = 0
test = False
l = []
data_return = {}
if str(val_filter_1) == 'lt':
test = lambda x: (x <= float(val_filter_2))
elif str(val_filter_1) == 'gt':
test = lambda x: (x >= float(val_filter_2))
for i in tickers:
try:
resp = cm.getHtml("quote", i)
code = resp[0]
quote = q.parse(resp[1])
pe = float(quote['PE Ratio (TTM)'])
if test(pe):
print(pe, end='')
l = [val for val in metadata if val['Ticker'] == str(i)]
if len(l) > 0:
print(" -----------------INFO------------> ", end='')
print(l[0])
else:
print(" ---Ticker (No Info available)--> ", end='')
print(i)
data_return[i] = pe
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
#traceback.print_exc()
return data_return
def risk(tickers, metadata):
code = 0
for i in tickers:
try:
resp = cm.getHtml("risk", i)
code = resp[0]
return getRisk(resp[1], i)
except:
print("Exception occured, this is the status code {0}, and this is the ticker".format(i))
traceback.print_exc()
return None
def history(tickers, metadata):
code = 0
for i in tickers:
try:
resp = cm.getHtml("hist", i)
code = resp[0]
d = getHistoryData(resp[1], i)
return d
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
traceback.print_exc()
return None
def getQuote(input):
df_list = {}
if "_" in input:
count = 0
details = []
if os.path.isfile('./data/' + input[0:int(input.index("_"))] + '.csv'):
details = tl.ticker_details(input)
for i in tl.tickers(input):
resp = cm.getHtml("quote", i)
try:
if resp[0] == 200:
df = parse(resp[1])
pd.set_option('display.max_rows', 5, 'display.max_columns',
100)
#print("Quote for: {} ".format(i), end='')
if len(details) > count:
#print(details[count])
df_list[str(details[count])] = df
else:
df_list[i] = df
#print("No Details available")
#print(df)
except:
print(
"Exception occured while getting quote for: {0}".format(i))
traceback.print_exc()
finally:
count = count + 1
return df_list
else:
resp = cm.getHtml("quote", input)
if resp[0] == 200:
df = parse(resp[1])
pd.set_option('display.max_rows', 5, 'display.max_columns', 100)
#print(df)
return df
return df_list
def performance(tickers, metadata, type):
code = 0
for i in tickers:
try:
resp = cm.getHtml("perf", i)
code = resp[0]
if type == 'ann':
d = getPerformanceData(resp[1], i)
return d
elif type == 'trail':
d = getPerformanceTrail(resp[1], i)
return d
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
traceback.print_exc()
return None
def profit(tickers, metadata):
l = []
data_return = {}
#locale.setlocale(locale.LC_ALL, '')
for i in tickers:
try:
resp = cm.getHtml("financial", i)
code = resp[0]
fin = f.getFinancialNumbers(resp[1])
revenue = [
int(i.replace(",", "")) for i in list(fin['Total Revenue'])
]
cost = [
int(i.replace(",", "")) for i in list(fin['Cost of Revenue'])
]
sga = [
int(i.replace(",", ""))
for i in list(fin['Selling General and Administrative'])
]
prof = []
for x in range(0, len(revenue)):
t = revenue[x] - (cost[x] + sga[x])
prof.append(t)
print("Net Profit: ", end='')
print(['{:,}'.format(i) + ',000' for i in prof[1:]], end='')
change = list(pd.Series(prof[::-1]).pct_change())[1:]
rate = [round(i * 100, 3) for i in change][::-1][1:]
print("; % Profit change (y/y): ", end='')
print(rate, end='')
l = [val for val in metadata if val['Ticker'] == str(i)]
if len(l) > 0:
print(" -----------------INFO------------> ", end='')
print(l[0])
else:
print(" ---Ticker (No Info available)--> ", end='')
print(i)
data_return[i] = (prof[1:], rate)
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
#traceback.print_exc()
return data_return
def ratio(tickers, metadata):
l = []
data_return = {}
for i in tickers:
try:
resp = cm.getHtml("financial", i)
code = resp[0]
fin = f.getFinancialNumbers(resp[1])
revenue = [
int(i.replace(",", "")) for i in list(fin['Total Revenue'])
]
net = [int(i.replace(",", "")) for i in list(fin['Net Income'])]
rd = [
int(i.replace(",", ""))
for i in list(fin['Research Development'])
]
prof = []
for x in range(0, len(revenue)):
t = revenue[x] / (net[x] + rd[x])
prof.append(t)
#change = list(pd.Series(prof[::-1]).pct_change())[1:]
rate = [round(i, 3) for i in prof][1:]
print(rate, end='')
l = [val for val in metadata if val['Ticker'] == str(i)]
if len(l) > 0:
print(" -----------------INFO------------> ", end='')
print(l[0])
else:
print(" ---Ticker (No Info available)--> ", end='')
print(i)
data_return[i] = rate
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
#traceback.print_exc()
return data_return
def growth(tickers, metadata, val_filter_1):
code = 0
test = lambda x: (x >= int(val_filter_1))
l = []
data_return = {}
for i in tickers:
try:
ret_tickers = []
resp = cm.getHtml("financial", i)
code = resp[0]
fin = f.getFinancialNumbers(resp[1])
revenue = [
int(i.replace(",", "")) for i in list(fin['Total Revenue'])
]
change = list(pd.Series(revenue[::-1]).pct_change())[1:]
rate = [round(i * 100) for i in change][::-1][1:]
for x in rate:
if test(x):
ret_tickers.append(x)
if len(ret_tickers) == 3:
data_return[i] = ret_tickers
print(ret_tickers, end=' ')
l = [val for val in metadata if val['Ticker'] == str(i)]
if len(l) > 0:
print(" -----------------INFO------------> ", end='')
print(l[0])
else:
print(" ---Ticker (No Info available)--> ", end='')
print(i)
except:
print(
"Exception occured, this is the status code {0}, and this is the ticker - {1}"
.format(code, i))
#traceback.print_exc()
return data_return