def import_from_csv_filedates(self) -> str:
file: str = FileUtils.get_file(AppConsts.INCOME_STMT_FILE)
records: List[Dict] = CsvUtils.parse_as_dict(file)
for record in records:
if not self.__is_valid_intrinio_record_for_filedates(record):
continue
symbol: str = record.get(AppConsts.INTRINIO_KEY_INC_STMT_TICKER)
fiscal_period: str = record.get(
AppConsts.INTRINIO_KEY_INC_STMT_FISC_PD)
year: int = NumberUtils.to_int(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_FISC_YR))
quarter: int = self.__get_quarter(fiscal_period)
file_date: date = DateUtils.get_date(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_FILE_DTE),
AppConsts.INTRINIO_FILE_DTE_FMT)
if not file_date or quarter == 4:
continue
org_symbol: SM = self.__stock_service.get_symbol(
symbol, AppConsts.INSTRUMENT_STOCK)
if not org_symbol:
continue
org_fn: FN = self.__stock_service.get_financial(
org_symbol.id, year, quarter)
if not org_fn:
continue
org_fn.file_date = file_date
BaseService._update()
return "1"
def import_from_csv_balancesheets(self) -> str:
file: str = FileUtils.get_file(AppConsts.BALANCE_SHEET_FILE)
records: List[Dict] = CsvUtils.parse_as_dict(file)
for record in records:
if not self.__is_valid_intrinio_record(record):
continue
symbol: str = record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_TICKER)
fiscal_period: str = record.get(
AppConsts.INTRINIO_KEY_BLNC_SHEET_FISC_PD)
year: int = NumberUtils.to_int(
record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_FISC_YR))
quarter: int = self.__get_quarter(fiscal_period)
org_symbol: SM = self.__stock_service.get_symbol(
symbol, AppConsts.INSTRUMENT_STOCK)
if not org_symbol:
continue
org_fn: FN = self.__stock_service.get_financial(
org_symbol.id, year, quarter)
if not org_fn:
continue
org_fn.current_assets = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_CURR_ASSETS))
org_fn.ttl_assets = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_ASSETS))
org_fn.current_liabilities = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_CURR_LIABS))
org_fn.ttl_liabilities = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_LIABS))
org_fn.ttl_equity = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_BLNC_SHEET_EQUITY))
BaseService._update()
return "1"
def import_from_csv_calculations(self) -> str:
file: str = FileUtils.get_file(AppConsts.FINANCIAL_CALCS_FILE)
records: List[Dict] = CsvUtils.parse_as_dict(file)
for record in records:
if not self.__is_valid_intrinio_record(record):
continue
symbol: str = record.get(AppConsts.INTRINIO_KEY_CALCS_TICKER)
fiscal_period: str = record.get(
AppConsts.INTRINIO_KEY_CALCS_FISC_PD)
year: int = NumberUtils.to_int(
record.get(AppConsts.INTRINIO_KEY_CALCS_FISC_YR))
quarter: int = self.__get_quarter(fiscal_period)
org_symbol: SM = self.__stock_service.get_symbol(
symbol, AppConsts.INSTRUMENT_STOCK)
if not org_symbol:
continue
org_fn: FN = self.__stock_service.get_financial(
org_symbol.id, year, quarter)
if not org_fn:
continue
org_fn.market_cap = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_MARK_CAP))
org_fn.revenue_growth = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_REV_GRTH))
org_fn.revenue_qq_growth = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_REV_QQ_GRTH))
org_fn.nopat_growth = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_NOPAT_GRTH))
org_fn.nopat_qq_growth = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_NOTPAT_QQ_GRTH))
org_fn.net_income_growth = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_INCM_GRTH))
org_fn.net_income_qq_growth = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_INCM_QQ_GRTH))
org_fn.free_cash_flow = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_CSH_FLOW))
org_fn.current_ratio = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_CURR_RATIO))
org_fn.debt_to_equity_ratio = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_DE_RATIO))
org_fn.pe_ratio = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_PE_RATIO))
org_fn.pb_ratio = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_PB_RATIO))
org_fn.div_payout_ratio = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_DIV_PAYOUT_RATIO))
org_fn.roe = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_ROE))
org_fn.roa = NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_CALCS_ROA))
BaseService._update()
return "1"
def import_from_csv_companynames(self) -> str:
file: str = FileUtils.get_file(AppConsts.INCOME_STMT_FILE)
records: List[Dict] = CsvUtils.parse_as_dict(file)
curr_symbol: str = ''
for record in records:
symbol: str = record.get(AppConsts.INTRINIO_KEY_INC_STMT_TICKER)
company_name: str = record.get(
AppConsts.INTRINIO_KEY_INC_STMT_NAME)
if symbol == curr_symbol or StringUtils.isNullOrWhitespace(
company_name):
continue
curr_symbol = symbol
org_symbol: SM = self.__stock_service.get_symbol(
curr_symbol, AppConsts.INSTRUMENT_STOCK)
if not org_symbol:
continue
LogUtils.debug('Updating {0}.'.format(company_name))
org_symbol.name = company_name
BaseService._update()
return "1"
def import_from_csv_incomestatements(self) -> str:
BaseService._truncate(FN)
file: str = FileUtils.get_file(AppConsts.INCOME_STMT_FILE)
records: List[Dict] = CsvUtils.parse_as_dict(file)
models: List[Any] = []
for record in records:
if not self.__is_valid_intrinio_record(record):
continue
symbol: str = record.get(AppConsts.INTRINIO_KEY_INC_STMT_TICKER)
fiscal_period: str = record.get(
AppConsts.INTRINIO_KEY_INC_STMT_FISC_PD)
org_symbol: SM = self.__stock_service.get_symbol(
symbol, AppConsts.INSTRUMENT_STOCK)
if not org_symbol:
continue
quarter_end_dte: date = DateUtils.get_date(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_END_DTE),
AppConsts.INTRINIO_END_DTE_FMT)
file_date: date = DateUtils.get_date(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_FILE_DTE),
AppConsts.INTRINIO_FILE_DTE_FMT)
models.append(
(org_symbol.id,
record.get(AppConsts.INTRINIO_KEY_INC_STMT_FISC_YR),
self.__get_quarter(fiscal_period), quarter_end_dte, file_date,
None,
NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_TTLREV)),
NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_TTLPROF)),
NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_TTLOPINC)),
NumberUtils.to_float(
record.get(AppConsts.INTRINIO_KEY_INC_STMT_NETINC)), None,
None, None, None, None, None, None, None, None, None, None,
None, None, None, None, None, None, None, None))
BaseService._insert_bulk(FN, models)
return "1"