Skip to main content

A powerful financial data module used for pulling both fundamental and technical data from Yahoo Finance

Project description

A python module that returns stock, cryptocurrency, forex, mutual fund, commodity futures, ETF, and US Treasury financial data from Yahoo Finance.

https://travis-ci.org/JECSand/yahoofinancials.svg?branch=master

Current Version: v1.2

Version Released: 08/29/2018

Report any bugs by opening an issue here: https://github.com/JECSand/yahoofinancials/issues

Overview

A powerful financial data module used for pulling both fundamental and technical data from Yahoo Finance.

  • As of Version 0.10, Yahoo Financials now returns historical pricing data for commodity futures, cryptocurrencies, ETFs, mutual funds, U.S. Treasuries, currencies, indexes, and stocks.

Installation

  • yahoofinancials runs fine on most versions of python 2 and 3.

  • It was built and tested using versions 2.7 and 3.5

  • The package depends on beautifulsoup4 and pytz to work.

  1. Installation using pip:

  • Linux/Mac:

$ pip install yahoofinancials
  • Windows (If python doesn’t work for you in cmd, try running the following command with just py):

> python -m pip install yahoofinancials
  1. Installation using github (Mac/Linux):

$ git clone https://github.com/JECSand/yahoofinancials.git
$ cd yahoofinancials
$ python setup.py install
  1. Demo using the included demo script:

$ cd yahoofinancials
$ python demo.py -h
$ python demo.py
$ python demo.py WFC C BAC
  1. Test using the included unit testing script:

$ cd yahoofinancials
$ python test/test_yahoofinancials.py

Module Methods

  • The financial data from all methods is returned as JSON.

  • You can run multiple symbols at once using an inputted array or run an individual symbol using an inputted string.

  • YahooFinancials works on most versions of python 2 and 3 and runs on all operating systems. (Windows, Mac, Linux).

Methods Removed in V1.0

  • get_stock_summary_data():

  • get_historical_stock_data():

Additional Module Methods

  • get_interest_expense():

  • get_operating_income():

  • get_total_operating_expense():

  • get_total_revenue():

  • get_cost_of_revenue():

  • get_income_before_tax():

  • get_income_tax_expense():

  • get_gross_profit():

  • get_net_income_from_continuing_ops():

  • get_research_and_development():

  • get_current_price():

  • get_current_change():

  • get_current_percent_change():

  • get_current_volume():

  • get_prev_close_price():

  • get_open_price():

  • get_ten_day_avg_daily_volume():

  • get_three_month_avg_daily_volume():

  • get_stock_exchange():

  • get_market_cap():

  • get_daily_low():

  • get_daily_high():

  • get_currency():

  • get_yearly_high():

  • get_yearly_low():

  • get_dividend_yield():

  • get_annual_avg_div_yield():

  • get_five_yr_avg_div_yield():

  • get_dividend_rate():

  • get_annual_avg_div_rate():

  • get_50day_moving_avg():

  • get_200day_moving_avg():

  • get_beta():

  • get_payout_ratio():

  • get_pe_ratio():

  • get_price_to_sales():

  • get_exdividend_date():

  • get_book_value():

  • get_ebit():

  • get_net_income():

  • get_earnings_per_share():

Usage Examples

  • The class constructor can take either a single ticker or a list of tickers as it’s parameter.

  • This makes it easy to initiate multiple classes for different groupings of financial assets.

  • Quarterly statement data returns the last 4 periods of data, while annual returns the last 3.

Single Ticker Example

from yahoofinancials import YahooFinancials

ticker = 'AAPL'
yahoo_financials = YahooFinancials(ticker)

balance_sheet_data_qt = yahoo_financials.get_financial_stmts('quarterly', 'balance')
income_statement_data_qt = yahoo_financials.get_financial_stmts('quarterly', 'income')
all_statement_data_qt =  yahoo_financials.get_financial_stmts('quarterly', ['income', 'cash', 'balance'])
apple_earnings_data = yahoo_financials.get_stock_earnings_data()
apple_net_income = yahoo_financials.get_net_income()
historical_stock_prices = yahoo_financials.get_historical_price_data('2015-01-15', '2017-10-15', 'weekly')

Lists of Tickers Example

from yahoofinancials import YahooFinancials

tech_stocks = ['AAPL', 'MSFT', 'INTC']
bank_stocks = ['WFC', 'BAC', 'C']
commodity_futures = ['GC=F', 'SI=F', 'CL=F']
cryptocurrencies = ['BTC-USD', 'ETH-USD', 'XRP-USD']
currencies = ['EURUSD=X', 'JPY=X', 'GBPUSD=X']
mutual_funds = ['PRLAX', 'QASGX', 'HISFX']
us_treasuries = ['^TNX', '^IRX', '^TYX']

yahoo_financials_tech = YahooFinancials(tech_stocks)
yahoo_financials_banks = YahooFinancials(bank_stocks)
yahoo_financials_commodities = YahooFinancials(commodity_futures)
yahoo_financials_cryptocurrencies = YahooFinancials(cryptocurrencies)
yahoo_financials_currencies = YahooFinancials(currencies)
yahoo_financials_mutualfunds = YahooFinancials(mutual_funds)
yahoo_financials_treasuries = YahooFinancials(us_treasuries)

tech_cash_flow_data_an = yahoo_financials_tech.get_financial_stmts('annual', 'cash')
bank_cash_flow_data_an = yahoo_financials_banks.get_financial_stmts('annual', 'cash')

banks_net_ebit = yahoo_financials_banks.get_ebit()
tech_stock_price_data = yahoo_financials_tech.get_stock_price_data()
daily_bank_stock_prices = yahoo_financials_banks.get_historical_price_data('2008-09-15', '2017-09-15', 'daily')
daily_commodity_prices = yahoo_financials_commodities.get_historical_price_data('2008-09-15', '2017-09-15', 'daily')
daily_crypto_prices = yahoo_financials_cryptocurrencies.get_historical_price_data('2008-09-15', '2017-09-15', 'daily')
daily_currency_prices = yahoo_financials_currencies.get_historical_price_data('2008-09-15', '2017-09-15', 'daily')
daily_mutualfund_prices = yahoo_financials_mutualfunds.get_historical_price_data('2008-09-15', '2017-09-15', 'daily')
daily_treasury_prices = yahoo_financials_treasuries.get_historical_price_data('2008-09-15', '2017-09-15', 'daily')

Examples of Returned JSON Data

  1. Annual Income Statement Data for Apple:

yahoo_financials = YahooFinancials('AAPL')
print(yahoo_financials.get_financial_stmts('annual', 'income'))
{
    "incomeStatementHistory": {
        "AAPL": [
            {
                "2016-09-24": {
                    "minorityInterest": null,
                    "otherOperatingExpenses": null,
                    "netIncomeFromContinuingOps": 45687000000,
                    "totalRevenue": 215639000000,
                    "totalOtherIncomeExpenseNet": 1348000000,
                    "discontinuedOperations": null,
                    "incomeTaxExpense": 15685000000,
                    "extraordinaryItems": null,
                    "grossProfit": 84263000000,
                    "netIncome": 45687000000,
                    "sellingGeneralAdministrative": 14194000000,
                    "interestExpense": null,
                    "costOfRevenue": 131376000000,
                    "researchDevelopment": 10045000000,
                    "netIncomeApplicableToCommonShares": 45687000000,
                    "effectOfAccountingCharges": null,
                    "incomeBeforeTax": 61372000000,
                    "otherItems": null,
                    "operatingIncome": 60024000000,
                    "ebit": 61372000000,
                    "nonRecurring": null,
                    "totalOperatingExpenses": 0
                }
            }
        ]
    }
}
  1. Annual Balance Sheet Data for Apple:

yahoo_financials = YahooFinancials('AAPL')
print(yahoo_financials.get_financial_stmts('annual', 'balance'))
{
    "balanceSheetHistory": {
        "AAPL": [
            {
                "2016-09-24": {
                    "otherCurrentLiab": 8080000000,
                    "otherCurrentAssets": 8283000000,
                    "goodWill": 5414000000,
                    "shortTermInvestments": 46671000000,
                    "longTermInvestments": 170430000000,
                    "cash": 20484000000,
                    "netTangibleAssets": 119629000000,
                    "totalAssets": 321686000000,
                    "otherLiab": 36074000000,
                    "totalStockholderEquity": 128249000000,
                    "inventory": 2132000000,
                    "retainedEarnings": 96364000000,
                    "intangibleAssets": 3206000000,
                    "totalCurrentAssets": 106869000000,
                    "otherStockholderEquity": 634000000,
                    "shortLongTermDebt": 11605000000,
                    "propertyPlantEquipment": 27010000000,
                    "deferredLongTermLiab": 2930000000,
                    "netReceivables": 29299000000,
                    "otherAssets": 8757000000,
                    "longTermDebt": 75427000000,
                    "totalLiab": 193437000000,
                    "commonStock": 31251000000,
                    "accountsPayable": 59321000000,
                    "totalCurrentLiabilities": 79006000000
                }
            }
        ]
    }
}
  1. Quarterly Cash Flow Statement Data for Citigroup:

yahoo_financials = YahooFinancials('C')
print(yahoo_financials.get_financial_stmts('quarterly', 'cash'))
{
    "cashflowStatementHistoryQuarterly": {
        "C": [
            {
                "2017-06-30": {
                    "totalCashFromOperatingActivities": -18505000000,
                    "effectOfExchangeRate": -117000000,
                    "totalCashFromFinancingActivities": 39798000000,
                    "netIncome": 3872000000,
                    "dividendsPaid": -760000000,
                    "salePurchaseOfStock": -1781000000,
                    "capitalExpenditures": -861000000,
                    "changeToLiabilities": -7626000000,
                    "otherCashflowsFromInvestingActivities": 82000000,
                    "totalCashflowsFromInvestingActivities": -22508000000,
                    "netBorrowings": 33586000000,
                    "depreciation": 901000000,
                    "changeInCash": -1332000000,
                    "changeToNetincome": 1444000000,
                    "otherCashflowsFromFinancingActivities": 8753000000,
                    "changeToOperatingActivities": -17096000000,
                    "investments": -23224000000
                }
            }
        ]
    }
}
  1. Monthly Historical Stock Price Data for Wells Fargo:

yahoo_financials = YahooFinancials('WFC')
print(yahoo_financials.get_historical_price_data("2018-07-10", "2018-08-10", "monthly"))
{
    "WFC": {
        "currency": "USD",
        "eventsData": {
            "dividends": {
                "2018-08-01": {
                    "amount": 0.43,
                    "date": 1533821400,
                    "formatted_date": "2018-08-09"
                }
            }
        },
        "firstTradeDate": {
            "date": 76233600,
            "formatted_date": "1972-06-01"
        },
        "instrumentType": "EQUITY",
        "prices": [
            {
                "adjclose": 57.19147872924805,
                "close": 57.61000061035156,
                "date": 1533096000,
                "formatted_date": "2018-08-01",
                "high": 59.5,
                "low": 57.08000183105469,
                "open": 57.959999084472656,
                "volume": 138922900
            }
        ],
        "timeZone": {
            "gmtOffset": -14400
        }
    }
}
  1. Monthly Historical Price Data for EURUSD:

yahoo_financials = YahooFinancials('EURUSD=X')
print(yahoo_financials.get_historical_price_data("2018-07-10", "2018-08-10", "monthly"))
{
    "EURUSD=X": {
        "currency": "USD",
        "eventsData": {},
        "firstTradeDate": {
            "date": 1070236800,
            "formatted_date": "2003-12-01"
        },
        "instrumentType": "CURRENCY",
        "prices": [
            {
                "adjclose": 1.1394712924957275,
                "close": 1.1394712924957275,
                "date": 1533078000,
                "formatted_date": "2018-07-31",
                "high": 1.169864296913147,
                "low": 1.1365960836410522,
                "open": 1.168961763381958,
                "volume": 0
            }
        ],
        "timeZone": {
            "gmtOffset": 3600
        }
    }
}
  1. Monthly Historical Price Data for BTC-USD:

yahoo_financials = YahooFinancials('BTC-USD')
print(yahoo_financials.get_historical_price_data("2018-07-10", "2018-08-10", "monthly"))
{
    "BTC-USD": {
        "currency": "USD",
        "eventsData": {},
        "firstTradeDate": {
            "date": 1279321200,
            "formatted_date": "2010-07-16"
        },
        "instrumentType": "CRYPTOCURRENCY",
        "prices": [
            {
                "adjclose": 6285.02001953125,
                "close": 6285.02001953125,
                "date": 1533078000,
                "formatted_date": "2018-07-31",
                "high": 7760.740234375,
                "low": 6133.02978515625,
                "open": 7736.25,
                "volume": 4334347882
            }
        ],
        "timeZone": {
            "gmtOffset": 3600
        }
    }
}
  1. Weekly Historical Price Data for Crude Oil Futures:

yahoo_financials = YahooFinancials('CL=F')
print(yahoo_financials.get_historical_price_data("2018-08-01", "2018-08-10", "weekly"))
{
    "CL=F": {
        "currency": "USD",
        "eventsData": {},
        "firstTradeDate": {
            "date": 1522555200,
            "formatted_date": "2018-04-01"
        },
        "instrumentType": "FUTURE",
        "prices": [
            {
                "adjclose": 68.58999633789062,
                "close": 68.58999633789062,
                "date": 1532923200,
                "formatted_date": "2018-07-30",
                "high": 69.3499984741211,
                "low": 66.91999816894531,
                "open": 68.37000274658203,
                "volume": 683048039
            },
            {
                "adjclose": 67.75,
                "close": 67.75,
                "date": 1533528000,
                "formatted_date": "2018-08-06",
                "high": 69.91999816894531,
                "low": 66.13999938964844,
                "open": 68.76000213623047,
                "volume": 1102357981
            }
        ],
        "timeZone": {
            "gmtOffset": -14400
        }
    }
}
  1. Apple Stock Quote Data:

yahoo_financials = YahooFinancials('AAPL')
print(yahoo_financials.get_stock_quote_type_data())
{
    "AAPL": {
        "underlyingExchangeSymbol": null,
        "exchangeTimezoneName": "America/New_York",
        "underlyingSymbol": null,
        "headSymbol": null,
        "shortName": "Apple Inc.",
        "symbol": "AAPL",
        "uuid": "8b10e4ae-9eeb-3684-921a-9ab27e4d87aa",
        "gmtOffSetMilliseconds": "-14400000",
        "exchange": "NMS",
        "exchangeTimezoneShortName": "EDT",
        "messageBoardId": "finmb_24937",
        "longName": "Apple Inc.",
        "market": "us_market",
        "quoteType": "EQUITY"
    }
}
  1. U.S. Treasury Current Pricing Data:

yahoo_financials = YahooFinancials(['^TNX', '^IRX', '^TYX'])
print(yahoo_financials.get_current_price())
{
    "^IRX": 2.033,
    "^TNX": 2.895,
    "^TYX": 3.062
}
  1. BTC-USD Summary Data:

yahoo_financials = YahooFinancials('BTC-USD')
print(yahoo_financials.get_summary_data())
{
    "BTC-USD": {
        "algorithm": "SHA256",
        "ask": null,
        "askSize": null,
        "averageDailyVolume10Day": 545573809,
        "averageVolume": 496761640,
        "averageVolume10days": 545573809,
        "beta": null,
        "bid": null,
        "bidSize": null,
        "circulatingSupply": 17209812,
        "currency": "USD",
        "dayHigh": 6266.5,
        "dayLow": 5891.87,
        "dividendRate": null,
        "dividendYield": null,
        "exDividendDate": "-",
        "expireDate": "-",
        "fiftyDayAverage": 6989.074,
        "fiftyTwoWeekHigh": 19870.62,
        "fiftyTwoWeekLow": 2979.88,
        "fiveYearAvgDividendYield": null,
        "forwardPE": null,
        "fromCurrency": "BTC",
        "lastMarket": "CCCAGG",
        "marketCap": 106325663744,
        "maxAge": 1,
        "maxSupply": 21000000,
        "navPrice": null,
        "open": 6263.2,
        "openInterest": null,
        "payoutRatio": null,
        "previousClose": 6263.2,
        "priceHint": 2,
        "priceToSalesTrailing12Months": null,
        "regularMarketDayHigh": 6266.5,
        "regularMarketDayLow": 5891.87,
        "regularMarketOpen": 6263.2,
        "regularMarketPreviousClose": 6263.2,
        "regularMarketVolume": 755834368,
        "startDate": "2009-01-03",
        "strikePrice": null,
        "totalAssets": null,
        "tradeable": false,
        "trailingAnnualDividendRate": null,
        "trailingAnnualDividendYield": null,
        "twoHundredDayAverage": 8165.154,
        "volume": 755834368,
        "volume24Hr": 750196480,
        "volumeAllCurrencies": 2673437184,
        "yield": null,
        "ytdReturn": null
    }
}

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distribution

yahoofinancials-1.2.tar.gz (23.4 kB view details)

Uploaded Source

File details

Details for the file yahoofinancials-1.2.tar.gz.

File metadata

  • Download URL: yahoofinancials-1.2.tar.gz
  • Upload date:
  • Size: 23.4 kB
  • Tags: Source
  • Uploaded using Trusted Publishing? No
  • Uploaded via: Python-urllib/2.7

File hashes

Hashes for yahoofinancials-1.2.tar.gz
Algorithm Hash digest
SHA256 c4451519818b9c8953c930ca9baae0102d3c4cb67930a2e34398fd84e431818d
MD5 f8c9eefee70125dfc453ce6dc9bfe104
BLAKE2b-256 8216d1a14391f9d902d9dff253f48afd4fa1d9e4196a92312356c7a4defaf7b9

See more details on using hashes here.

Supported by

AWS Cloud computing and Security Sponsor Datadog Monitoring Fastly CDN Google Download Analytics Pingdom Monitoring Sentry Error logging StatusPage Status page