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)