dumbmoney 0.2.1

Technical analysis and quantitative trading toolkit for retail investors taking on the market

dumbmoney

dumbmoney is a technical analysis and quantitative trading toolkit designed for retail investors. The current version provides a unified, transparent interface to fetch daily stock prices across A-shares, H-shares, and US markets by abstracting popular data packages like massive, tushare, and akshare, hiding their implementation complexity.

To use the massive or tushare providers, you must set the required environment variables MASSIVE_KEY or TUSHARE_TOKEN.

📦 Installation

Install only the core:

pip install dumbmoney

🚀 Quick Start

from dumbmoney import fetch_daily_prices, plot_kline

os.environ["TUSHARE_TOKEN"] = "xxxxxx"
os.environ["MASSIVE_KEY"] = "yyyyyy"

df = fetch_daily_prices("AAPL.US", "2025-06-01")
print(df.tail())

fig, _ = plot_kline(df, title="AAPL Daily K-Line Chart")

from matplotlib import pyplot as plt
plt.show()

ifig = plot_kline(df, backend="plotly", title="AAPL Daily K-Line Chart (Plotly)")
ifig.show()

✨ Features

• 🔌 One function to fetch prices: fetch_daily_prices(symbol, start, end)
• 🌏 Multiple markets supported
  • A-shares (.SH, .SZ)
  • H-shares (.HK)
  • US stocks (.US)
• ⚙️ Automatic provider routing
  • A-shares → TuShare → AkShare
  • H-shares → TuShare → AkShare
  • US stocks → Massive → AkShare
• 📐 Unified normalized output
  • open, high, low, close, volume
• 🔁 Fallback logic
  • If one provider fails, the next takes over
• 🧩 Extensible architecture (plug in new providers)

Important Notice

• massive's free api key only supports retrieving data of US stocks from the most recent two years.
• tushare's free token only supports retrieving data of A-shares.
• akshare is free but depends on third-party data sources that may have variable reliability.

🏷️ Symbol Format

dumbmoney uses suffix-based symbol conventions:

Market	Example Symbol
SH	600519.SH or 600519
SZ	000001.SZ or 000001
KCB	688235.SH or 688235
ETF_SH	513090.SH or 513090, 562500.SH or 562500, 588080.SH or 588080
ETF_SZ	159652.SZ or 159652
HK	0700.HK
US	AAPL.US

Suffixes for H-shares and US stocks are required. A-share symbols may omit suffixes; however, if they are present, they must be valid and correct.

📘 API Reference

fetch_daily_prices(symbol, start, end, adjust="none")

Fetch normalized daily OHLCV prices.

• Parameters

Name	Type	Description
symbol	str	Stock symbol with suffix (600519.SH, 0700.HK, AAPL.US)
start	str	Start time, e.g. "2025-01-01"
end	str	End time, e.g. "2025-12-01"
adjust	str	Adjustment mode, "none" | "forward" | "backward"

• Returns

A pandas.DataFrame with:

Column	Description
open	Opening price
high	High
low	Low
close	Close
volume	Traded volume

Index is a DatetimeIndex named date.

plot_kline(data, backend="mpl", indicators=None, volume=None, title=None, **kwargs)

Plot k-line (candlestick) chart using the provided DataFrame data.

• Parameters

Name	Type	Description
data	pandas.DataFrame	DataFrame containing OHLCV columns (open, high, low, close, volume)
backend	str	Charting backend to use. Currently support "mpl" (mplfinance) and "plotly" (plotly).
indicators	list or None	List of technical indicators to overlay (for future implementation). Default is None.
volume	bool or None	Whether to plot volume below the k-line chart. Default is None (auto-detect).
title	str or None	Chart title. Default is None.
**kwargs	-	Additional keyword arguments passed to the plotting backend.

• Returns

A tuple (fig, ...) where the first element is always the figure object:

Name	Type	Description
fig	-	The Figure object for the chart.