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)