From 34128fc857ea24020fcccc53b27284044c2fadf9 Mon Sep 17 00:00:00 2001
From: didier <dro.lopes@campus.fct.unl.pt>
Date: Sun, 27 Dec 2020 23:00:07 +0000
Subject: [PATCH] Add financial ratios to fundamental analysis

---
 stock_market_cli.py                  |  8 ++++-
 stock_market_fundamental_analysis.py | 44 +++++++++++++++++++++++++++-
 2 files changed, 50 insertions(+), 2 deletions(-)

diff --git a/stock_market_cli.py b/stock_market_cli.py
index dd94d6817f6..54c65d74a0f 100644
--- a/stock_market_cli.py
+++ b/stock_market_cli.py
@@ -67,6 +67,7 @@ def print_help(s_ticker, s_start, s_interval, b_is_market_open):
         print("   cash        cash flow of the company (default: AV)")
         #print("- ratios -")
         print("   metrics     key metrics of the company")
+        print("   ratios      financial ratios of the company")
 
         print("\nTechnical Analysis:")
         print("   sma         simple moving average")
@@ -123,7 +124,7 @@ def main():
     main_parser.add_argument('cmd', choices=['quit', 'help', 'gainers', 'sectors', 'view', 'load', 'clear', 
                                              'sma', 'ema', 'macd', 'vwap', 'stoch', 'rsi', 'adx',
                                              'cci', 'aroon', 'bbands', 'ad', 'obv', 'ratings',
-                                             'income', 'balance', 'cash', 'metrics'])
+                                             'income', 'balance', 'cash', 'metrics', 'ratios'])
 
     # Print first welcome message and help
     print("\nWelcome to Didier's Stock Market Bot\n")
@@ -210,6 +211,11 @@ def main():
             smfa.key_metrics(l_args, s_ticker)
             continue
 
+        # ----------------------------------------------- FINANCIAL_RATIOS -----------------------------------------------
+        elif ns_known_args.cmd == 'ratios':
+            smfa.financial_ratios(l_args, s_ticker)
+            continue
+
         # --------------------------------------------------------------------------------------------------------------
         # -------------------------------------------- TECHNICAL ANALYSIS ----------------------------------------------
         # --------------------------------------------------------------------------------------------------------------
diff --git a/stock_market_fundamental_analysis.py b/stock_market_fundamental_analysis.py
index 04cd40284cf..de96a0c3980 100644
--- a/stock_market_fundamental_analysis.py
+++ b/stock_market_fundamental_analysis.py
@@ -233,7 +233,6 @@ def key_metrics(l_args, s_ticker):
         else:
             pd.options.display.max_colwidth = 40
 
-        fd = FundamentalData(key=cfg.API_KEY_ALPHAVANTAGE, output_format='pandas')
         if ns_parser.b_quarter:
             df_fd = fa.key_metrics(s_ticker, cfg.API_KEY_FINANCIALMODELINGPREP, period='quarter')
         else:
@@ -247,6 +246,49 @@ def key_metrics(l_args, s_ticker):
         df_fd.index = [s_val.capitalize() for s_val in df_fd.index]
         df_fd.columns.name = "Fiscal Date Ending"
 
+        print(df_fd)
+        print("")
+    except:
+        print("")
+        return
+
+
+# ---------------------------------------------------- FINANCIAL_RATIOS ----------------------------------------------------
+def financial_ratios(l_args, s_ticker):
+    parser = argparse.ArgumentParser(prog='ratios', 
+                                     description=""" """)
+
+    parser.add_argument('-n', "--num", action="store", dest="n_num", type=check_positive, default=1, help='Number of informations')
+    parser.add_argument('-q', action="store_true", default=False, dest="b_quarter", help='Quarter fundamental data')
+
+    try:
+        (ns_parser, l_unknown_args) = parser.parse_known_args(l_args)
+    except SystemExit:
+        print("")
+        return
+    
+    if l_unknown_args:
+        print(f"The following args couldn't be interpreted: {l_unknown_args}")
+
+    try:        
+        if ns_parser.n_num == 1:
+            pd.set_option('display.max_colwidth', -1)
+        else:
+            pd.options.display.max_colwidth = 40
+        
+        if ns_parser.b_quarter:
+            df_fd = fa.financial_ratios(s_ticker, cfg.API_KEY_FINANCIALMODELINGPREP, period='quarter')
+        else:
+            df_fd = fa.financial_ratios(s_ticker, cfg.API_KEY_FINANCIALMODELINGPREP)
+
+        df_fd = df_fd.iloc[:, 0:ns_parser.n_num]
+        df_fd = df_fd.mask(df_fd.astype(object).eq(ns_parser.n_num*['None'])).dropna()
+        df_fd = df_fd.mask(df_fd.astype(object).eq(ns_parser.n_num*['0'])).dropna()
+        df_fd = df_fd.applymap(lambda x: long_number_format(x))
+        df_fd.index = [''.join(' ' + char if char.isupper() else char.strip() for char in idx).strip() for idx in df_fd.index.tolist()]
+        df_fd.index = [s_val.capitalize() for s_val in df_fd.index]
+        df_fd.columns.name = "Fiscal Date Ending"
+
         print(df_fd)
         print("")
     except: