def institutional_list():
"""13F list view"""
if 'fund' in session and session['fund'] != '':
return(redirect('/13F/' + str(session['fund']['cik'])))
params = {}
try:
page = int(request.args.get('page'))
except:
page = None
if page != None:
params['page'] = page
if 'my_funds_view' in session and session['my_funds_view'] == 'true':
if 'funds_ciks' in session:
params['ciks'] = ','.join([str(x) for x in
session['funds_ciks']])
else:
params['ciks'] = default_funds()
response = make_api_request('/13F/list/', params)
pagination = response.get('_pagination_', {'current': None,
'next': None})
tmplate = generate_institutional_template()
html = tmplate.render(institutional=response['_results_'])
if request.is_xhr:
return jsonify(html=html, pagination=pagination)
return render_template('institutional.jinja2', html=html,
results=response['_results_'],
pagination=pagination)
def econ_list():
"""Get a list of most recent economic updates"""
if 'series' in session and session['series'] != '':
return(redirect('/econ/' + str(session['series']['id'])))
params = {}
try:
page = int(request.args.get('page'))
except:
page = None
if page != None:
params['page'] = page
if 'most_viewed' in session and session['most_viewed'] == 'true':
params['popularity'] = 50
response = make_api_request('/econ/list/', params)
pagination = response.get('_pagination_', {'current': None,
'next': None})
html = generate_econ_template()
html = html.render(series=response['_results_'])
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('econ.jinja2', html=html, pagination=pagination)
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 institutional_search():
"""13F Autocomplete"""
params = {'term': request.args.get('term'), 'number': 10}
response = make_api_request('/13F/search/', params, True)
for f in response['_results_']:
f['aum'] = format_aum(f['aum'])
latest_filing = datetime.strptime(f['latest_filing'], '%Y-%m-%d')
latest_filing = datetime.strftime(latest_filing, '%m/%d/%Y')
if latest_filing.startswith('0'):
latest_filing = latest_filing.replace('0', '', 1)
f['latest_filing'] = latest_filing
return jsonify(results=response['_results_'])
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 screen_view():
"""Screener, including pre-built & custom screens"""
groups = ['formulas', 'margins', 'ratios', 'multiples', 'quotes']
f = make_api_request('/financials/formulas/')
formulas = f['_results_']
sorted_formulas = []
for k, v in formulas.iteritems():
if k in groups:
sorted_formulas += v
sorted_formulas = sorted(sorted_formulas)
params = get_params()
response = make_api_request('/screen/detail/', params)
params = {k: v.split(',') for k, v in params.iteritems()}
if 'user_oauth_token' not in session or \
'access_token' not in session['user_oauth_token']:
flash('Login to save screens', 'info')
return render_template('screener.jinja2', response=response,
params=params, groups=groups, formulas=formulas,
sorted_formulas=sorted_formulas)
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)
def econ_detail(series):
"""Get the history of an economic series."""
params = {'reverse': 'true', 'length': -500}
series = series.upper()
if app.config['test_data'] == True:
if series != 'GDP':
return redirect('/econ/GDP/')
params['series'] = series
response = make_api_request('/econ/detail/', params)
if '_error_' in response:
flash(response['_error_'], 'danger')
return redirect(url_for('econ_list'))
else:
session['series'] = {'id': series,
'name': response['_results_'][series]['name']}
flash("Don't worry, we're gonna bring back the charts shortly", 'info')
return render_template('econ.jinja2', series=series,
results=response['_results_'])
def econ_search():
"""Econ Autocomplete"""
params = {'term': request.args.get('term'), 'number': 10}
response = make_api_request('/econ/search/', params, True)
return jsonify(results=response['_results_'])
def institutional_detail(cik):
"""Compare 2 periods for a 13F filer"""
if app.config['test_data'] == True:
if cik != 1079114:
return redirect('/13F/1079114/')
params = {'cik': cik, 'length': -2}
response = make_api_request('/13F/detail/', params)
periods = sorted([datetime.strptime(x, '%Y-%m-%d') for x
in response['_results_'].keys()])
periods = [datetime.strftime(x, '%Y-%m-%d') for x in periods]
master = []
current, prior = {}, {}
if response['_results_'] == {}:
flash('Invalid fund', 'danger')
return redirect(url_for('institutional_list'))
for item in response['_results_'][periods[-1]]['_holdings_']:
current[item['cusip']] = item
for item in response['_results_'][periods[0]]['_holdings_']:
prior[item['cusip']] = item
total_value = 0
previous_total_value = 0
for cusip, v in current.iteritems():
total_value += int(v['value'])
tmp = v.copy()
tmp['prior_shares'] = 0
tmp['prior_value'] = 0
tmp['action'] = 'New'
if cusip in prior:
tmp['prior_shares'] = prior[cusip]['shares']
tmp['prior_value'] = prior[cusip]['value']
if v['shares'] > tmp['prior_shares']:
tmp['action'] = 'Increased'
elif v['shares'] < tmp['prior_shares']:
tmp['action'] = 'Decreased'
elif v['shares'] == tmp['prior_shares']:
tmp['action'] = 'No Change'
master.append(tmp)
for cusip, v in prior.iteritems():
previous_total_value += int(v['value'])
if cusip not in current:
tmp = v.copy()
tmp['shares'] = 0
tmp['value'] = 0
tmp['prior_shares'] = v['shares']
tmp['prior_value'] = v['value']
tmp['action'] = 'Sold All'
master.append(tmp)
master = sorted(master, key=lambda k: k['name'])
for item in master:
item['share_change'] = item['shares'] - item['prior_shares']
try:
item['share_change_percent'] = float(float(item['shares']) /
float(item['prior_shares'])
) - 1
except ZeroDivisionError:
item['share_change_percent'] = 1
item['value_change'] = item['value'] - item['prior_value']
try:
item['value_change_percent'] = float(float(item['value']) /
float(item['prior_value'])
) - 1
except ZeroDivisionError:
item['value_change_percent'] = 1
try:
item['percent'] = float(float(item['value']) / float(total_value))
except:
item['percent'] = 0
try:
item['prior_percent'] = float(float(item['prior_value']) /
float(previous_total_value))
except:
item['prior_percent'] = 0
try:
total_value_change = float(total_value) - float(previous_total_value)
except:
total_value_change = 0
try:
total_value_change_percentage = float(float(total_value) /
float(previous_total_value)) - 1
except:
total_value_change_percentage = 0
tmplate = institutional_detail_template()
html = tmplate.render(institutional=response['_results_'],
periods=periods, master=master,
total_value=total_value,
previous_total_value=previous_total_value,
total_value_change=total_value_change,
total_value_change_percentage=total_value_change_percentage)
session['fund'] = {'cik': cik, 'name':
response['_results_'][periods[-1]]['_cover_']['manager']}
return render_template('institutional.jinja2', html=html, detail='true')