def __build_data_param(self, param):
analyzer = CapitalStructureAnalyzer(stock_symbol=param['stock_symbol'],
period=param['period'])
equity_ratio = analyzer.get_equity_ratio().get()
liabilities_ratio = analyzer.get_liabilities_ratio().get()
true_liabilities_ratio = analyzer.get_true_liabilities_ratio().get()
equity_multiplier = analyzer.get_equity_multiplier().get()
long_term_capital_to_fixed_assets_ratio = analyzer.get_long_term_capital_to_fixed_assets_ratio(
).get()
return {
'equity_ratio': {
'value': equity_ratio,
'format': 'percentage',
},
'liabilities_ratio': {
'value': liabilities_ratio,
'format': 'percentage',
},
'true_liabilities_ratio': {
'value': true_liabilities_ratio,
'format': 'percentage',
},
'equity_multiplier': {
'value': equity_multiplier,
'format': 'float',
},
'long_term_capital_to_fixed_assets_ratio': {
'value': long_term_capital_to_fixed_assets_ratio,
'format': 'float',
},
}
def __build_data_param(self, param):
analyzer = CapitalStructureAnalyzer(stock_symbol=param['stock_symbol'], period=param['period'])
equity_ratio = analyzer.get_equity_ratio().get()
liabilities_ratio = analyzer.get_liabilities_ratio().get()
true_liabilities_ratio = analyzer.get_true_liabilities_ratio().get()
equity_multiplier = analyzer.get_equity_multiplier().get()
long_term_capital_to_fixed_assets_ratio = analyzer.get_long_term_capital_to_fixed_assets_ratio().get()
return {
'equity_ratio' : {
'value' : equity_ratio,
'format' : 'percentage',
},
'liabilities_ratio' : {
'value' : liabilities_ratio,
'format' : 'percentage',
},
'true_liabilities_ratio' : {
'value' : true_liabilities_ratio,
'format' : 'percentage',
},
'equity_multiplier' : {
'value' : equity_multiplier,
'format' : 'float',
},
'long_term_capital_to_fixed_assets_ratio' : {
'value' : long_term_capital_to_fixed_assets_ratio,
'format' : 'float',
},
}
def test_get_analysis_quarterly_1101(self):
analyzer = CapitalStructureAnalyzer(stock_symbol='1101', period='Q')
liabilities_ratio = analyzer.get_liabilities_ratio()
equity_ratio = analyzer.get_equity_ratio()
equity_multiplier = analyzer.get_equity_multiplier()
# Assets = Liabilities + Equity
accounting_equation = liabilities_ratio + equity_ratio
for stmt_date, value in accounting_equation.get():
self.assertAlmostEqual(value, 1, places=2)
# EquityMultiplier = 1 / EquityRatio
inverse_equation = equity_ratio * equity_multiplier
for stmt_date, value in inverse_equation.get():
self.assertAlmostEqual(value, 1, places=2)
true_liabilities_ratio = analyzer.get_true_liabilities_ratio().get_map(
)
self.assertAlmostEqual(true_liabilities_ratio[datetime.date(
2015, 6, 30)],
0.2622,
places=4)
self.assertAlmostEqual(true_liabilities_ratio[datetime.date(
2015, 3, 31)],
0.2104,
places=4)
long_term_capital_to_fixed_assets_ratio = analyzer.get_long_term_capital_to_fixed_assets_ratio(
).get_map()
self.assertAlmostEqual(
long_term_capital_to_fixed_assets_ratio[datetime.date(2015, 6,
30)],
1.80,
places=2)
self.assertAlmostEqual(
long_term_capital_to_fixed_assets_ratio[datetime.date(2015, 3,
31)],
1.88,
places=2)
def test_get_analysis_quarterly_1101(self):
analyzer = CapitalStructureAnalyzer(stock_symbol='1101', period='Q')
liabilities_ratio = analyzer.get_liabilities_ratio()
equity_ratio = analyzer.get_equity_ratio()
equity_multiplier = analyzer.get_equity_multiplier()
# Assets = Liabilities + Equity
accounting_equation = liabilities_ratio + equity_ratio
for stmt_date, value in accounting_equation.get():
self.assertAlmostEqual(value, 1, places=2)
# EquityMultiplier = 1 / EquityRatio
inverse_equation = equity_ratio * equity_multiplier
for stmt_date, value in inverse_equation.get():
self.assertAlmostEqual(value, 1, places=2)
true_liabilities_ratio = analyzer.get_true_liabilities_ratio().get_map()
self.assertAlmostEqual(true_liabilities_ratio[datetime.date(2015, 6, 30)], 0.2622, places=4)
self.assertAlmostEqual(true_liabilities_ratio[datetime.date(2015, 3, 31)], 0.2104, places=4)
long_term_capital_to_fixed_assets_ratio = analyzer.get_long_term_capital_to_fixed_assets_ratio().get_map()
self.assertAlmostEqual(long_term_capital_to_fixed_assets_ratio[datetime.date(2015, 6, 30)], 1.80, places=2)
self.assertAlmostEqual(long_term_capital_to_fixed_assets_ratio[datetime.date(2015, 3, 31)], 1.88, places=2)
