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Stock Manager

Project description

stockmanager

Manager, Analyze, Stimulate stock information.

.. image:: https://travis-ci.com/wiccy46/stockmanager.svg?branch=master :target: https://travis-ci.com/wiccy46/stockmanager

Installation

Using pip::

pip install stockmanager

Example

Load a stock info::

from stockmanager import Ticker

mystock = Ticker(symbol='MSFT')  # Give a ticker string

# result is a pandas DataFrame
info_pd = mystock.get_price(start='2020-03-01', end='2020-03-19')

# Or use period and interval
# valid period: 1d,5d,1mo,3mo,6mo,1y,2y,5y,10y,ytd,max
# valid interval: 1m,2m,5m,15m,30m,60m,90m,1h,1d,5d,1wk,1mo,3mo
info_pd = mystock.get_price(period='1mo', interval='1d')

earnings = mystock.get_earings(freq='yearly')
cashflow = mystock.get_cashflow(freq='quarterly')
balancesheet = mystock.get_balancesheet()

Other attributes: institutional_holders, major_holders, mutual_fund_holders, sustainability, company_information,

Visualization:

from stockmanager import Ticker, visualization

mystock = Ticker(symbol='MSFT')  # Give a ticker string
# result is a pandas DataFrame
info_pd = mystock.get_price(start='2020-03-01', end='2020-03-19')

# Accept matplotlib and plotly (interactive) backend 
visualization.plot_price(info_pd)

# or use plotly
visualization.plot_price(info_pd, backend='plotly')

Portfolio is a class that let you add holdings of certain stocks and add trade records. It has two main attributes,

  • Portfolio.summary as your holding summary
  • Portfolio.record as a table of all the trade record.

Example:

from stockmanager import Portfolio

myportfolio = Portfolio()
myportfolio.add('AAPL', holdings=200)
myportfolio.add('ZM', holdings=200)
myportfolio.summary # This is a DataFrame view of your holdings.

# typ is buy or sell, price by default will try to get the current price
# update_summary will modified self.summary according to amount. 
myportfolio.trade(typ='buy'|'sell', symbol='AAPL', amount=20,
                  prince=200., update_summary=True)

myportfolio.save(filepath='./', summary_name='portfolio',
                 record_name='record', format='csv')

myportfolio.load(summary_path='./portfolio.csv', record_path='./record.csv')

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