def test_prepare_df_financials_wrong_statement():
with pytest.raises(ValueError):
market_watch_model.prepare_df_financials(
ticker="AAPL",
statement="INVALID_STATEMENT",
quarter=False,
)
def test_prepare_df_financials(
self, mock_request_get, ticker, statement, mock_market_watch, expected_result
):
mock_request_get.get().text = mock_market_watch
ret = prepare_df_financials(ticker, statement)
assertions.assertEqual.__self__.maxDiff = None
assertions.assertEqual(
ret.to_csv().replace("\r\n", "\n"),
expected_result.replace("\r\n", "\n"),
)
def balance(other_args: List[str], ticker: str):
"""Market Watch ticker balance statement
Parameters
----------
other_args : List[str]
argparse other args
ticker : str
Fundamental analysis ticker symbol
"""
parser = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog="balance",
description="""
Prints either yearly or quarterly assets from balance sheet of the company.
The following fields are expected: Cash & Short Term Investments, Cash & Short Term
Investments Growth, Cash Only, Short-Term Investments, Cash & ST Investments / Total
Assets, Total Accounts Receivable, Total Accounts Receivable Growth, Accounts
Receivables, Net, Accounts Receivables, Gross, Bad Debt/Doubtful Accounts, Other
Receivable, Accounts Receivable Turnover, Inventories, Finished Goods, Work in
Progress, Raw Materials, Progress Payments & Other, Other Current Assets,
Miscellaneous Current Assets, Net Property, Plant & Equipment, Property, Plant &
Equipment - Gross, Buildings, Land & Improvements, Computer Software and Equipment,
Other Property, Plant & Equipment, Accumulated Depreciation, Total Investments and
Advances, Other Long-Term Investments, Long-Term Note Receivables, Intangible Assets,
Net Goodwill, Net Other Intangibles, Other Assets.
Prints either yearly or quarterly liabilities and shareholders' equity from balance
sheet of the company. The following fields are expected: ST Debt & Current Portion LT
Debt, Short Term Debt, Current Portion of Long Term Debt, Accounts Payable, Accounts
Payable Growth, Income Tax Payable, Other Current Liabilities, Dividends Payable,
Accrued Payroll, Miscellaneous Current Liabilities, Long-Term Debt, Long-Term Debt
excl. Capitalized Leases, Non-Convertible Debt, Convertible Debt, Capitalized Lease
Obligations, Provision for Risks & Charges, Deferred Taxes, Deferred Taxes - Credits,
Deferred Taxes - Debit, Other Liabilities, Other Liabilities (excl. Deferred Income),
Deferred Income, Non-Equity Reserves, Total Liabilities / Total Assets, Preferred Stock
(Carrying Value), Redeemable Preferred Stock, Non-Redeemable Preferred Stock, Common
Equity (Total), Common Equity/Total Assets, Common Stock Par/Carry Value, Retained
Earnings, ESOP Debt Guarantee, Cumulative Translation Adjustment/Unrealized For. Exch.
Gain, Unrealized Gain/Loss Marketable Securities, Revaluation Reserves, Treasury Stock,
Total Shareholders' Equity, Total Shareholders' Equity / Total Assets, Accumulated
Minority Interest, Total Equity, Total Current Assets, Total Assets, Total Current
Liabilities, Total Liabilities, and Liabilities & Shareholders' Equity.
[Source: Market Watch]
""",
)
parser.add_argument(
"-q",
"--quarter",
action="store_true",
default=False,
dest="b_quarter",
help="Quarter fundamental data flag.",
)
ns_parser = parse_known_args_and_warn(parser, other_args)
if not ns_parser:
return
df_financials = mwm.prepare_df_financials(ticker, "balance",
ns_parser.b_quarter)
if gtff.USE_COLOR:
df_financials = df_financials.applymap(financials_colored_values)
patch_pandas_text_adjustment()
pd.set_option("display.max_colwidth", None)
pd.set_option("display.max_rows", None)
if df_financials.empty:
print("Marketwatch does not yet provide financials for this ticker")
else:
print(df_financials.to_string(index=False))
print("")
def income(other_args: List[str], ticker: str):
"""Market Watch ticker income statement
Parameters
----------
other_args : List[str]
argparse other args
ticker : str
Fundamental analysis ticker symbol
"""
parser = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog="income",
description="""
Prints either yearly or quarterly income statement the company. The following fields
are expected: Sales Growth, Cost of Goods Sold (COGS) incl. D&A, COGS Growth, COGS
excluding D&A, Depreciation & Amortization Expense, Depreciation, Amortization of
Intangibles, Gross Income, Gross Income Growth, Gross Profit Margin, SG&A Expense, SGA
Growth, Research & Development, Other SG&A, Other Operating Expense, Unusual Expense,
EBIT after Unusual Expense, Non Operating Income/Expense, Non-Operating Interest
Income, Equity in Affiliates (Pretax), Interest Expense, Interest Expense Growth,
Gross Interest Expense, Interest Capitalized, Pretax Income, Pretax Income Growth,
Pretax Margin, Income Tax, Income Tax - Current Domestic, Income Tax - Current Foreign,
Income Tax - Deferred Domestic, Income Tax - Deferred Foreign, Income Tax Credits,
Equity in Affiliates, Other After Tax Income (Expense), Consolidated Net Income,
Minority Interest Expense, Net Income Growth, Net Margin Growth, Extraordinaries &
Discontinued Operations, Extra Items & Gain/Loss Sale Of Assets, Cumulative Effect -
Accounting Chg, Discontinued Operations, Net Income After Extraordinaries,
Preferred Dividends, Net Income Available to Common, EPS (Basic), EPS (Basic) Growth,
Basic Shares Outstanding, EPS (Diluted), EPS (Diluted) Growth, Diluted Shares
Outstanding, EBITDA, EBITDA Growth, EBITDA Margin, Sales/Revenue, and Net Income.
[Source: Market Watch]
""",
)
parser.add_argument(
"-q",
"--quarter",
action="store_true",
default=False,
dest="b_quarter",
help="Quarter fundamental data flag.",
)
ns_parser = parse_known_args_and_warn(parser, other_args)
if not ns_parser:
return
df_financials = mwm.prepare_df_financials(ticker, "income",
ns_parser.b_quarter)
if gtff.USE_COLOR:
df_financials = df_financials.applymap(financials_colored_values)
patch_pandas_text_adjustment()
pd.set_option("display.max_colwidth", None)
pd.set_option("display.max_rows", None)
if df_financials.empty:
print("Marketwatch does not yet provide financials for this ticker")
else:
print(df_financials.to_string(index=False))
print("")
def cash(other_args: List[str], ticker: str):
"""Market Watch ticker cash flow statement
Parameters
----------
other_args : List[str]
argparse other args
ticker : str
Fundamental analysis ticker symbol
"""
parser = argparse.ArgumentParser(
add_help=False,
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
prog="cash_flow",
description="""
Prints either yearly or quarterly cash flow operating activities of the company.
The following fields are expected: Net Income before Extraordinaries, Net Income
Growth, Depreciation, Depletion & Amortization, Depreciation and Depletion,
Amortization of Intangible Assets, Deferred Taxes & Investment Tax Credit, Deferred
Taxes, Investment Tax Credit, Other Funds, Funds from Operations, Extraordinaries,
Changes in Working Capital, Receivables, Accounts Payable, Other Assets/Liabilities,
and Net Operating Cash Flow Growth.
Prints either yearly or quarterly cash flow investing activities of the company.
The following fields are expected: Capital Expenditures, Capital Expenditures Growth,
Capital Expenditures/Sales, Capital Expenditures (Fixed Assets), Capital Expenditures
(Other Assets), Net Assets from Acquisitions, Sale of Fixed Assets & Businesses,
Purchase/Sale of Investments, Purchase of Investments, Sale/Maturity of Investments,
Other Uses, Other Sources, Net Investing Cash Flow Growth.
Prints either yearly or quarterly cash flow financing activities of the company.
The following fields are expected: Cash Dividends Paid - Total, Common Dividends,
Preferred Dividends, Change in Capital Stock, Repurchase of Common & Preferred Stk.,
Sale of Common & Preferred Stock, Proceeds from Stock Options, Other Proceeds from Sale
of Stock, Issuance/Reduction of Debt, Net, Change in Current Debt, Change in Long-Term
Debt, Issuance of Long-Term Debt, Reduction in Long-Term Debt, Other Funds, Other Uses,
Other Sources, Net Financing Cash Flow Growth, Net Financing Cash Flow/Sales, Exchange
Rate Effect, Miscellaneous Funds, Net Change in Cash, Free Cash Flow, Free Cash Flow
Growth, Free Cash Flow Yield, Net Operating Cash Flow, Net Investing Cash Flow, Net
Financing Cash Flow.
[Source: Market Watch]
""",
)
parser.add_argument(
"-q",
"--quarter",
action="store_true",
default=False,
dest="b_quarter",
help="Quarter fundamental data flag.",
)
ns_parser = parse_known_args_and_warn(parser, other_args)
if not ns_parser:
return
df_financials = mwm.prepare_df_financials(ticker, "cashflow",
ns_parser.b_quarter)
if gtff.USE_COLOR:
df_financials = df_financials.applymap(financials_colored_values)
patch_pandas_text_adjustment()
pd.set_option("display.max_colwidth", None)
pd.set_option("display.max_rows", None)
if df_financials.empty:
print("Marketwatch does not yet provide financials for this ticker")
else:
print(df_financials.to_string(index=False))
print("")
def test_prepare_df_financials(quarter, recorder):
result_df = market_watch_model.prepare_df_financials(ticker="AAPL",
statement="income",
quarter=quarter)
recorder.capture(result_df)