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Morningstar Financials Statement Downloader

Project description

morningstar-stmt

Morningstar Financial Statement Downloader

morningstar-stmt is a simple Python module for downloading financial statement from www.morningstar.com.

  • Current Version: v0.0.2
  • Version Released: 02/23/2020

Overview

morningstar-stmt depends on Selenium to simulate browser operations by following steps: (goto) ticker's page -> (click) statment tab -> (click) export excel to download financial statments.

Features:

  • Support account login.
  • Full stock symbol list.
  • Download financial statmenst in xls format.
  • Only support Chrome webdriver.

Installation

  • morningstar-stmt runs on Python >= 3.6.
  • The package depends on Selenium to work.
1. Install morningstar-stmt using pip:
$ pip install morningstar-stmt
2. Install Chrome webdriver and place it in /usr/bin or /usr/local/bin.

Usage Examples

1. Download financial statement for specific ticker

import morningstar_stmt as ms
browser = ms.MorningStarStmtBrowser()
browser.download_stmt('xnas', 'AAPL')
Login Morningstar account before download
browser.login('xxiiaaon', 'password')
browser.download_stmt('xnas', 'AAPL')
# market code xnas for NASDAQ and xnys for NYSE
Specify download directory and log level
browser = ms.MorningStarStmtBrowser(download_dir='/User/xxiiaaon/stmt', log_level=logging.Info)

2. Download financial statements with ticker list

import morningstar_stmt as ms
ms.download_stmt(['xnas,AAPL', 'xnax,AAPL')])
Use predefined list
import morningstar_stmt as ms
from morningstar_stmt import tickerlist as tl
ms.download_stmt(tl.all)
# other list like tl.xnas for NASDAQ and tl.xnys for NYSE
Login when download with ticker list
ms.download_all_stmt(ms.MorningstarAccount('xxiiaaon', 'password'), tickerlist.all)

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