def financials(cik):
""" View the financials """
if cik is None and 'ticker' in session and session['ticker'] != {}:
return redirect(url_for('financials', cik=session['ticker']['cik']))
if cik is not None:
store_cik(cik)
if session['ticker'] == {}:
flash('Invalid ticker', 'danger')
return redirect('/financials/')
if cik is None:
return render_template('financials.jinja2', cik=None)
if app.config['test_data'] == True:
if cik != '1288776':
return redirect('/financials/1288776/')
params = {'ticker': cik, 'length': -5, 'frequency': 12}
financials = ['sales', 'ebit', 'adj_ebit', 'ebitda', 'adj_ebitda', 'cfo_minus_capex']
margins = ['gross_profit_margin', 'adj_ebit_margin',
'adj_ebitda_margin', 'adj_pretax_income_margin',
'net_income_margin', 'dividend_yield']
ratios = ['net_debt_to_adj_ebitda', 'debt_to_assets',
'debt_to_equity', 'debt_to_interest_expense',
'return_on_invested_capital']
multiples = ['cev_to_sales', 'cev_to_adj_ebitda',
'price_to_earnings', 'price_to_tangible_book_value']
all_elements = financials + margins + ratios + multiples
params['elements'] = ','.join(all_elements)
response = make_api_request('/financials/detail/', params)
dates = []
valid = []
# get rid of dates with length of 0
for i, date in enumerate(response['_results_']['_dates_']):
if 'length' in date and date['length'] != 0:
valid.append(i)
dates.append(date)
results = {'_labels_': response['_results_']['_labels_']}
for key, values in response['_results_'].iteritems():
if key not in ['_dates_', '_labels_']:
if '_total_' in values:
results[key] = [x for i, x in enumerate(values['_total_']) if
i in valid]
html = generate_financials_template()
financials = html.render(elements=financials, results=results)
margins = html.render(elements=margins, results=results)
ratios = html.render(elements=ratios, results=results)
multiples = html.render(elements=multiples, results=results)
return render_template('financials.jinja2', detail='true', dates=dates,
financials=financials, margins=margins,
ratios=ratios, multiples=multiples)
def filings(cik):
"""Filings list view"""
if cik is None and 'ticker' in session and session['ticker'] != {}:
cik = session['ticker']['cik']
if not request.is_xhr:
return redirect('/filings/' + str(cik) + '/')
if cik is not None:
store_cik(cik)
if session['ticker'] == {}: # if ticker is invalid
flash('Invalid ticker', 'danger')
return redirect('/filings/')
params = {}
try:
page = int(request.args.get('page'))
except:
page = None
if page != None:
params['page'] = page
try:
params['forms'] = session['forms']
except:
pass
try:
params['insiders'] = session['insiders']
except:
pass
try:
params['ciks'] = session['ticker']['cik']
except:
pass
if 'watchlist_view' in session and session['watchlist_view'] == 'true':
if 'watchlist_ciks' in session:
params['ciks'] = ','.join([str(x) for x in
session['watchlist_ciks']])
else:
params['ciks'] = default_watchlist()
response = make_api_request('/filings/list/', params)
pagination = response.get('_pagination_', {'current': None,
'next': None})
html = generate_filings_template()
html = html.render(filings=response['_results_'])
if request.is_xhr:
return jsonify(html=html, pagination=pagination)
return render_template('filings.jinja2', html=html,
results=response['_results_'],
pagination=pagination)
def insiders(cik):
"""Get the latest insider filings. If cik is not None then get the
latest insider filings for a specific company"""
if cik is None and 'ticker' in session and session['ticker'] != {}:
cik = session['ticker']['cik']
if not request.is_xhr:
return redirect('/insiders/' + str(cik) + '/')
if cik is not None:
store_cik(cik)
if session['ticker'] == {}:
flash('Invalid ticker', 'danger')
return redirect('/insiders/')
params = {}
if 'planned' in session:
params['planned'] = session['planned']
try:
params['ciks'] = session['ticker']['cik']
except:
pass
if 'watchlist_view' in session and session['watchlist_view'] == 'true':
if 'watchlist_ciks' in session:
params['ciks'] = ','.join([str(x) for x in
session['watchlist_ciks']])
else:
params['ciks'] = default_watchlist()
try:
page = int(request.args.get('page'))
except:
page = None
if page != None:
params['page'] = page
response = make_api_request('/insiders/list/', params)
pagination = response.get('_pagination_', {'current': None,
'next': None})
tmplate = generate_insider_template()
html = tmplate.render(insiders=response['_results_'], session=session)
if request.is_xhr:
return jsonify(html=html, pagination=pagination)
flash("Don't worry, we're gonna bring back the charts shortly", 'info')
return render_template('insiders.jinja2', html=html, pagination=pagination)