capinvest-finviz 1.0.5

Finviz provider extension for CapInvest

CapInvest Finviz Data Provider Extension

This extension integrates the Finviz data provider into the CapInvest Platform.

It will install, finvizfinance, to power the functions.

Installation

To install the extension:

pip install capinvest-finviz

Endpoints

• obb.equity.compare.groups
• obb.equity.estimates.price_target
• obb.equity.fundamental.metrics
• obb.equity.profile
• obb.equity.price.performance
• obb.equity.screener

Screener

The screener is a faithful replication of the public-facing stock screener - https://finviz.com/screener.ashx?

Some options are directly accessible through the function parameters, all others are exposed via presets or filters_dict. The filters list below are exposed in the function, with choices visible in the docstring:

• exchange
• index
• sector
• industry
• mktcap
• recommendation (analyst's mean score from 1-5)
• signal (same as the "Signal" on the Finviz page)

When the function is run without any parameters, it will default to the "top_gainers" signal.

res = obb.equity.screener(provider="finviz")

Metric

The metric parameter defines the type of data fields to return. Choices are:

• overview
• ownership
• performance
• technical
• valuation

Default is, "overview".

res = obb.equity.screener(provider="finviz", metric="performance")

Preset Files

Presets can be created and customized in the "CapInvestUserData" folder. Template and default presets are created on the first run of the function.

Files are loaded on runtime, changes are effective without restarting the Python interpreter.

The preset parameter will override all others, except metric and limit.

Run the function to create the template and default presets in your CapInvestUserData folder.

Presets from the legacy CapInvest Terminal will continue to work, simply move your presets into the folder below.

res = obb.equity.screener(provider="finviz", index="nasdaq")

Then find the presets here: $HOME/CapInvestUserData/presets/finviz

res = obb.equity.screener(provider="finviz", preset="short_squeeze")

Filters Dict

The filters_dict parameter acts as an alternative to preset, accepting a dictionary or JSON encoded string.

res = obb.equity.screener(provider="finviz", filters_dict={"Index": "NASDAQ 100"})

Or as a JSON:

res = obb.equity.screener(provider="finviz", filters_dict='{"Index": "NASDAQ 100"}')

When using the Fast API, this is sent in the request body.

Error Messages

All parameters are validated, incorrect keys and choices will raise an error with information to help correct. For example:

obb.equity.screener(provider="finviz", filters_dict='{"Index": "NASDAQ"}')

Invalid filter option 'NASDAQ'. Possible filter options: ['Any', 'S&P 500', 'NASDAQ 100', 'DJIA', 'RUSSELL 2000']

Read the CapInvest Platform documentation here