def test_equities_errors():
"""
This function raises errors on equity retrieval functions
"""
try:
retrieve_equities(test_mode=None)
except:
pass
try:
retrieve_equity_countries(test_mode=None)
except:
pass
params = [
{
'country': ['error']
},
{
'country': 'error'
},
]
for param in params:
try:
investpy.get_equities(country=param['country'])
except:
pass
try:
investpy.get_equities_list(country=param['country'])
except:
pass
params = [
{
'country': ['error'],
'columns': None,
'as_json': False
},
{
'country': 'spain',
'columns': None,
'as_json': 'error'
},
{
'country': 'spain',
'columns': 0,
'as_json': True
},
{
'country': 'spain',
'columns': ['error'],
'as_json': False
},
]
for param in params:
try:
investpy.get_equities_dict(country=param['country'],
columns=param['columns'],
as_json=param['as_json'])
except:
pass
params = [
{
'equity': 'Euripo Properties Socimi',
'country': 'spain',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': None,
'country': 'spain',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': None,
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': ['error'],
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'greece',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'as_json': 'error',
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'as_json': True,
'order': 'error',
'debug': True
},
{
'equity': 'error',
'country': 'spain',
'as_json': True,
'order': 'ascending',
'debug': True
},
{
'equity': ['error'],
'country': 'spain',
'as_json': True,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'as_json': True,
'order': 'ascending',
'debug': 'error'
},
]
for param in params:
try:
investpy.get_recent_data(equity=param['equity'],
country=param['country'],
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
except:
pass
params = [
{
'equity': 'Euripo Properties Socimi',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': None,
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': None,
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': ['error'],
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'greece',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': 'error',
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'error',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': 'error',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2019',
'to_date': 'error',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'error',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': ['error'],
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/1999',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/1900',
'to_date': '01/01/1950',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/1950',
'to_date': '01/01/2019',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2019',
'to_date': '01/01/1999',
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2019',
'to_date': '01/03/2019',
'as_json': False,
'order': 'ascending',
'debug': 'error'
},
]
for param in params:
try:
investpy.get_historical_data(equity=param['equity'],
country=param['country'],
from_date=param['from_date'],
to_date=param['to_date'],
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
except:
pass
params = [
{
'equity': None,
'country': 'spain',
'language': 'spanish'
},
{
'equity': 'bbva',
'country': None,
'language': 'spanish'
},
{
'equity': 'bbva',
'country': 'greece',
'language': 'spanish'
},
{
'equity': 'bbva',
'country': 'spain',
'language': 'error'
},
{
'equity': 'error',
'country': 'spain',
'language': 'spanish'
},
{
'equity': ['error'],
'country': 'spain',
'language': 'spanish'
},
]
for param in params:
try:
investpy.get_equity_company_profile(equity=param['equity'],
country=param['country'],
language=param['language'])
except:
pass
params = [
{
'by': None,
'value': 'bbva',
},
{
'by': ['error'],
'value': 'bbva',
},
{
'by': 'error',
'value': 'bbva',
},
{
'by': 'name',
'value': None,
},
{
'by': 'name',
'value': ['error'],
},
{
'by': 'isin',
'value': 'error',
},
]
for param in params:
try:
investpy.search_equities(by=param['by'], value=param['value'])
except:
pass
def test_investpy():
"""
This function checks that main functions of investpy work properly.
"""
print(investpy.__author__, investpy.__version__)
for value in ['spain', None]:
investpy.get_equities(country=value)
investpy.get_equities_list(country=value)
params = [
{
'country': None,
'columns': ['id', 'name'],
'as_json': True
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': True
},
{
'country': None,
'columns': ['id', 'name'],
'as_json': False
},
{
'country': 'spain',
'columns': None,
'as_json': False
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': False
},
]
for param in params:
investpy.get_equities_dict(country=param['country'],
columns=param['columns'],
as_json=param['as_json'])
investpy.get_equity_countries()
params = [
{
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'as_json': True,
'order': 'descending',
'debug': False
},
{
'as_json': True,
'order': 'ascending',
'debug': False
},
{
'as_json': False,
'order': 'descending',
'debug': False
},
]
for param in params:
investpy.get_recent_data(equity='enagás',
country='spain',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
investpy.get_historical_data(equity='enagás',
country='spain',
from_date='01/01/1990',
to_date='01/01/2019',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
for value in ['spanish', 'english']:
investpy.get_equity_company_profile(equity='enagás',
country='spain',
language=value)
retrieve_equities(test_mode=True)
retrieve_equity_countries(test_mode=True)
params = [
{
'country': 'spain',
},
{
'country': None,
},
]
for param in params:
investpy.get_funds(country=param['country'])
investpy.get_funds_list(country=param['country'])
params = [
{
'country': None,
'columns': ['id', 'name'],
'as_json': True
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': True
},
{
'country': None,
'columns': ['id', 'name'],
'as_json': False
},
{
'country': 'spain',
'columns': None,
'as_json': False
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': False
},
]
for param in params:
investpy.get_funds_dict(country=param['country'],
columns=param['columns'],
as_json=param['as_json'])
params = [
{
'fund': 'bbva multiactivo conservador pp',
'country': 'spain',
'as_json': True,
},
{
'fund': 'bbva multiactivo conservador pp',
'country': 'spain',
'as_json': False,
},
]
for param in params:
investpy.get_fund_information(fund=param['fund'],
country=param['country'],
as_json=param['as_json'])
params = [
{
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'as_json': True,
'order': 'descending',
'debug': False
},
{
'as_json': True,
'order': 'ascending',
'debug': False
},
{
'as_json': False,
'order': 'descending',
'debug': False
},
]
for param in params:
investpy.get_fund_recent_data(fund='bbva multiactivo conservador pp',
country='spain',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
investpy.get_fund_historical_data(
fund='bbva multiactivo conservador pp',
country='spain',
from_date='01/01/2010',
to_date='01/01/2019',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
investpy.get_fund_countries()
investpy.get_funds()
retrieve_funds(test_mode=True)
retrieve_fund_countries(test_mode=True)
investpy.get_etf_countries()
for value in ['spain', None]:
investpy.get_etfs(country=value)
investpy.get_etfs_list(country=value)
params = [
{
'country': None,
'columns': ['id', 'name'],
'as_json': True
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': True
},
{
'country': None,
'columns': ['id', 'name'],
'as_json': False
},
{
'country': 'spain',
'columns': None,
'as_json': False
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': False
},
]
for param in params:
investpy.get_etfs_dict(country=param['country'],
columns=param['columns'],
as_json=param['as_json'])
params = [
{
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'as_json': True,
'order': 'descending',
'debug': False
},
{
'as_json': True,
'order': 'ascending',
'debug': False
},
{
'as_json': False,
'order': 'descending',
'debug': False
},
]
for param in params:
investpy.get_etf_recent_data(etf='bbva accion dj eurostoxx 50',
country='spain',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
investpy.get_etf_historical_data(etf='bbva accion dj eurostoxx 50',
country='spain',
from_date='01/01/2010',
to_date='01/01/2019',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
params = [
{
'country': 'france',
'as_json': True,
},
{
'country': 'usa',
'as_json': False,
},
]
for param in params:
investpy.get_etfs_overview(country=param['country'],
as_json=param['as_json'])
retrieve_etfs(test_mode=True)
def test_investpy_equities():
"""
This function checks that equity data retrieval functions listed in investpy work properly.
"""
params = [
{
'country': 'spain',
},
{
'country': None,
},
]
for param in params:
investpy.get_equities(country=param['country'])
investpy.get_equities_list(country=param['country'])
params = [
{
'country': None,
'columns': ['id', 'name'],
'as_json': True
},
{
'country': None,
'columns': ['id', 'name'],
'as_json': False
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': True
},
{
'country': 'spain',
'columns': ['id', 'name'],
'as_json': False
},
{
'country': 'spain',
'columns': None,
'as_json': False
},
]
for param in params:
investpy.get_equities_dict(country=param['country'],
columns=param['columns'],
as_json=param['as_json'])
investpy.get_equity_countries()
params = [
{
'as_json': True,
'order': 'ascending',
'debug': False
},
{
'as_json': False,
'order': 'ascending',
'debug': True
},
{
'as_json': True,
'order': 'descending',
'debug': False
},
{
'as_json': False,
'order': 'descending',
'debug': False
},
]
for param in params:
investpy.get_recent_data(equity='enagás',
country='spain',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
investpy.get_historical_data(equity='enagás',
country='spain',
from_date='01/01/1990',
to_date='01/01/2019',
as_json=param['as_json'],
order=param['order'],
debug=param['debug'])
for value in ['spanish', 'english']:
investpy.get_equity_company_profile(equity='enagás',
country='spain',
language=value)
investpy.search_equities(by='name', value='bbva')
retrieve_equities(test_mode=True)
retrieve_equity_countries(test_mode=True)
def test_investpy():
"""
This function checks that main functions of investpy work properly.
"""
investpy.get_equities()
investpy.get_equities_list()
params = [
{'as_json': False, 'order': 'ascending'},
{'as_json': True, 'order': 'descending'},
{'as_json': True, 'order': 'ascending'},
{'as_json': False, 'order': 'descending'},
]
for param in params:
investpy.get_recent_data(equity='enagás', as_json=param['as_json'], order=param['order'])
investpy.get_historical_data(equity='enagás', start='01/01/1990', end='01/01/2019', as_json=param['as_json'], order=param['order'])
for value in ['spanish', 'english']:
investpy.get_equity_company_profile(equity='enagás', language=value)
get_equity_names()
investpy.get_funds()
investpy.get_funds_list()
for value in [True, False]:
investpy.get_funds_dict(columns=['id', 'name'], as_json=value)
investpy.get_fund_information(fund='bbva multiactivo conservador pp', as_json=value)
params = [
{'as_json': False, 'order': 'ascending'},
{'as_json': True, 'order': 'descending'},
{'as_json': True, 'order': 'ascending'},
{'as_json': False, 'order': 'descending'},
]
for param in params:
investpy.get_fund_recent_data(fund='bbva multiactivo conservador pp', as_json=param['as_json'], order=param['order'])
investpy.get_fund_historical_data(fund='bbva multiactivo conservador pp', start='01/01/2010', end='01/01/2019', as_json=param['as_json'], order=param['order'])
get_fund_names()
# investpy.get_etfs()
# # investpy.get_etfs_list()
# #
# # for value in [True, False]:
# # investpy.get_etfs_dict(columns=['id', 'name'], as_json=value)
params = [
{'as_json': False, 'order': 'ascending'},
{'as_json': True, 'order': 'descending'},
{'as_json': True, 'order': 'ascending'},
{'as_json': False, 'order': 'descending'},
]
for param in params:
investpy.get_etf_recent_data(etf='bbva accion dj eurostoxx 50', as_json=param['as_json'], order=param['order'])
investpy.get_etf_historical_data(etf='bbva accion dj eurostoxx 50', start='01/01/2010', end='01/01/2019', as_json=param['as_json'], order=param['order'])
get_etfs()
def test_trendet():
"""
This function checks that main functions of trendet work properly.
"""
author = trendet.__author__
print(author)
version = trendet.__version__
print(version)
equities = investpy.get_equities(country='spain')
equities = equities['name'].tolist()
params = list()
for equity in equities[:25]:
obj = {
'equity': equity,
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'window_size': 5,
'trend_limit': 5,
'labels': None,
'identify': 'both',
}
params.append(obj)
obj = {
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'window_size': 5,
'trend_limit': 2,
'labels': ['A', 'B'],
'identify': 'both'
}
params.append(obj)
obj = {
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'window_size': 5,
'trend_limit': 2,
'labels': None,
'identify': 'up',
}
params.append(obj)
obj = {
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'window_size': 5,
'trend_limit': 2,
'labels': ['A', 'B'],
'identify': 'up',
}
params.append(obj)
obj = {
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'window_size': 5,
'trend_limit': 2,
'labels': None,
'identify': 'down',
}
params.append(obj)
obj = {
'equity': 'bbva',
'country': 'spain',
'from_date': '01/01/2018',
'to_date': '01/01/2019',
'window_size': 5,
'trend_limit': 2,
'labels': ['A', 'B'],
'identify': 'down',
}
params.append(obj)
for param in params:
trendet.identify_trends(equity=param['equity'],
country=param['country'],
from_date=param['from_date'],
to_date=param['to_date'],
window_size=param['window_size'],
trend_limit=param['trend_limit'],
labels=param['labels'],
identify=param['identify'])
trendet.identify_all_trends(equity=param['equity'],
country=param['country'],
from_date=param['from_date'],
to_date=param['to_date'],
window_size=param['window_size'],
identify=param['identify'])
df = investpy.get_historical_data(equity='repsol',
country='spain',
from_date='01/01/2018',
to_date='01/01/2019')
params = [
{
'df': df,
'column': 'Close',
'window_size': 5,
'identify': 'both'
},
{
'df': df,
'column': 'Close',
'window_size': 5,
'identify': 'up'
},
{
'df': df,
'column': 'Close',
'window_size': 5,
'identify': 'down'
},
]
for param in params:
trendet.identify_df_trends(df=param['df'],
column=param['column'],
window_size=param['window_size'],
identify=param['identify'])
def validate(self):
""" Method used to validate that the introduced Stock is valid before adding it to the StockPortfolio.
This method is the one in charge of the validation of the introduced Stock via checking the introduced data
with the one indexed in investpy, so to check if the data match. Also, the introduced parameters are checked in
order to determine if the type is correct of those values is correct, if not, an exception will be raised. The
result of this function is just setting either True or False to the self.valid value if the Stock is valid or
not, respectively.
"""
if not isinstance(self.stock_name, str):
raise ValueError("ERROR [0005]: The introduced stock_name is mandatory and should be a str.")
if not isinstance(self.stock_country, str):
raise ValueError("ERROR [0006]: The introduced stock_country is mandatory and should be a str.")
try:
datetime.datetime.strptime(self.purchase_date, '%d/%m/%Y')
except ValueError:
raise ValueError("ERROR [0007]: The introduced purchase_date is not properly formatted (dd/mm/yyyy).")
purchase_date_ = datetime.datetime.strptime(self.purchase_date, '%d/%m/%Y')
if purchase_date_ > datetime.datetime.now():
raise ValueError("ERROR [0008]: The introduced purchase_date is not valid since it should be earlier than "
"the current date.")
if not isinstance(self.num_of_shares, int):
raise ValueError("ERROR [0009]: The introduced num_of_shares is mandatory and should be an int higher "
"than 0.")
else:
if self.num_of_shares <= 0:
raise ValueError("ERROR [0009]: The introduced num_of_shares is mandatory and should be an int higher "
"than 0.")
if not isinstance(self.cost_per_share, float):
raise ValueError("ERROR [0010]: The introduced cost_per_share is mandatory and should be a float higher "
"than 0.")
else:
if self.cost_per_share <= 0:
raise ValueError("ERROR [0010]: The introduced Stock is not valid.")
stock_countries = investpy.get_equity_countries()
if self.stock_country.lower() in stock_countries:
stocks = investpy.get_equities(country=self.stock_country)
search_results = stocks[stocks['name'].str.lower() == self.stock_name.lower()]
if len(search_results) > 0:
data = investpy.get_historical_data(equity=self.stock_name,
country=self.stock_country,
from_date=self.purchase_date,
to_date=datetime.date.today().strftime("%d/%m/%Y"))
try:
purchase_date_ = purchase_date_.strftime("%Y-%m-%d")
open_value = data.loc[purchase_date_]['Open']
close_value = data.loc[purchase_date_]['Close']
except KeyError:
raise KeyError("ERROR [0004]: The introduced purchase_date is not valid since the market was "
"closed.")
if open_value <= self.cost_per_share <= close_value:
self.valid = True
else:
raise ValueError("ERROR [0003]: No results were found for the introduced stock_name in the specified "
"stock_country.")
else:
raise ValueError("ERROR [0002]: The introduced stock_country is not valid or does not have any indexed "
"stock.")
