stockdex 0.6.0

A package to get stock data from Yahoo Finance

Stockdex

Stockdex is a Python package that provides a simple interface to access financial data from Yahoo Finance. Data is returned as a pandas DataFrame.

Installation

Install the package using pip:

pip install stockdex -U

Usage

To access main functions, use the Ticker class. The Ticker class is the main class that is used to create Ticker objects. Below is an example of how to create a Ticker object.

from stockdex import Ticker

ticker = Ticker(ticker="AAPL")

After creating the Ticker object, you can access financial related to the stock in the form of a pandas DataFrame through ticker object's functions. each function is prefixed with the source of the data. For example, yahoo_api_<function_name> is used to access data from Yahoo Finance API and yahoo_web_<function_name> is used to access data from Yahoo Finance website. Below are some examples of how to access data from all various sources.

Data from Yahoo Finance API (fast queries through Yahoo Finance API):

from stockdex import Ticker
from datetime import datetime

ticker = Ticker(ticker="AAPL")

# Price data (use range and dataGranularity to make range and granularity more specific)
price = ticker.yahoo_api_price(range='1y', dataGranularity='1d')

# Current trading period of the stock (pre-market, regular, post-market trading periods)
current_trading_period = ticker.yahoo_api_current_trading_period

# Fundamental data (use frequency, format, period1 and period2 to fine-tune the returned data)
income_statement = ticker.yahoo_api_income_statement(frequency='quarterly')
cash_flow = ticker.yahoo_api_cash_flow(format='raw')
balance_sheet = ticker.yahoo_api_balance_sheet(period1=datetime(2020, 1, 1))
financials = ticker.yahoo_api_financials(period1=datetime(2022, 1, 1), period2=datetime.today())

Data from Yahoo Finance website (web scraping):

from stockdex import Ticker

ticker = Ticker(ticker="AAPL")

# Summary including general financial information
summary = ticker.yahoo_web_summary

# Financial data as it is seen in the yahoo finance website
income_stmt = ticker.yahoo_web_income_stmt
balance_sheet = ticker.yahoo_web_balance_sheet
cash_flow = ticker.yahoo_web_cashflow

# Analysts and estimates
analysis = ticker.yahoo_web_analysis

# Data about options
calls = ticker.yahoo_web_calls
puts = ticker.yahoo_web_puts

# Profile data 
key_executives = ticker.yahoo_web_key_executives
description = ticker.yahoo_web_description
corporate_governance = ticker.yahoo_web_corporate_governance

# Data about shareholders
major_holders = ticker.yahoo_web_major_holders
top_institutional_holders = ticker.yahoo_web_top_institutional_holders
top_mutual_fund_holders = ticker.yahoo_web_top_mutual_fund_holders

# Statistics
valuation_measures = ticker.yahoo_web_valuation_measures
financial_highlights = ticker.yahoo_web_financial_highlights
trading_information = ticker.yahoo_web_trading_information

Stocks data from Digrin (web scraping):

Data on Digrin website includes all historical data of the stock in certain categories, unlike Yahoo Finance which only provides the last 5 years of data at most.

from stockdex import Ticker

ticker = Ticker(ticker="AAPL")

# Complete historical data of the stock in certain categories
dividend = ticker.digrin_dividend
payout_ratio = ticker.digrin_payout_ratio
stock_splits = ticker.digrin_stock_splits
price = ticker.digrin_price

# Non-historical data
assets_vs_liabilities = ticker.digrin_assets_vs_liabilities
free_cash_flow = ticker.digrin_free_cash_flow
net_income = ticker.digrin_net_income
cash_and_debt = ticker.digrin_cash_and_debt
shares_outstanding = ticker.digrin_shares_outstanding
expenses = ticker.digrin_expenses
cost_of_revenue = ticker.digrin_cost_of_revenue
upcoming_estimated_earnings = ticker.digrin_upcoming_estimated_earnings

# Dividend data
dividend = ticker.digrin_dividend
dgr3 = ticker.digrin_dgr3
dgr5 = ticker.digrin_dgr5
dgr10 = ticker.digrin_dgr10

Stocks data from macrotrends (web scraping):

Data on Macrotrends website includes historical data in a span years. Below are some of the data that can be retrieved from the Macrotrends website.

from stockdex import Ticker

ticker = Ticker(ticker="AAPL")

# Financial data
income_statement = ticker.macrotrends_income_statement
balance_sheet = ticker.macrotrends_balance_sheet
cash_flow = ticker.macrotrends_cash_flow
key_financial_ratios = ticker.macrotrends_key_financial_ratios

# Margins
gross_margin = ticker.macrotrends_gross_margin
operating_margin = ticker.macrotrends_operating_margin
ebitda_margin = ticker.macrotrends_ebitda_margin
pre_tax_margin = ticker.macrotrends_pre_tax_margin
net_margin = ticker.macrotrends_net_margin

EU ETF data from justETF (web scraping):

For EU ETFS, the isin and security_type should be passed to the Ticker object. The isin is the International Securities Identification Number of the ETF and the security_type should be set to etf.

from stockdex import TickerFactory

etf = TickerFactory(isin="IE00B4L5Y983", security_type="etf", data_source="justetf").ticker

etf_general_info = etf.justetf_general_info
etf_wkn = etf.justetf_wkn
etf_description = etf.justetf_description

# Basic data about the ETF
etf_basics = etf.justetf_basics

# Holdings of the ETF by company, country and sector
etf_holdings_companies = etf.justetf_holdings_companies
etf_holdings_countries = etf.justetf_holdings_countries
etf_holdings_sectors = etf.justetf_holdings_sectors

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Check out sphinx documentation here for more information about the package.