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Improve fundamental analysis details options

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This commit is contained in:
didier
2020-12-28 18:49:46 +00:00
parent 271dd5ac87
commit d646813b46
2 changed files with 58 additions and 57 deletions
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50
stock_market_cli.py
View File

@@ -60,15 +60,17 @@ def print_help(s_ticker, s_start, s_interval, b_is_market_open):
if s_ticker:
print("\nFundamental Analysis:")
#print("- details - ")
print(" profile profile of the company")
print(" rating rating of the company from strong sell to strong buy")
print(" dcf discounted cash flow of the company")
# print("- financial statement -")
print(" income income statements of the company (default: AV)")
print(" balance balance sheet of the company (default: AV)")
print(" cash cash flow of the company (default: AV)")
#print("- ratios -")
print("- details - ")
print(" profile profile of the company [FMP]")
print(" rating rating of the company from strong sell to strong buy [FMP]")
print(" quote quote of the company [FMP]")
print(" enterprise enterprise value of the company over time [FMP]")
print(" dcf discounted cash flow of the company over time [FMP]")
print("- financial statement -")
print(" income income statements of the company [default: AV, FMP]")
print(" balance balance sheet of the company [default: AV, FMP]")
print(" cash cash flow of the company [default: AV, FMP]")
print("- ratios -")
print(" metrics key metrics of the company")
print(" ratios financial ratios of the company")
print(" growth financial statement growth of the company")
@@ -191,57 +193,49 @@ def main():
# ------------------------------------------- FUNDAMENTAL ANALYSIS ---------------------------------------------
# --------------------------------------------------------------------------------------------------------------
# -------------------------------------------------- PROFILE --------------------------------------------------
# -------------------------------------------------- DETAILS --------------------------------------------------
elif ns_known_args.cmd == 'profile':
smfa.profile(l_args, s_ticker)
continue
# --------------------------------------------------- QUOTE --------------------------------------------------
elif ns_known_args.cmd == 'quote':
smfa.quote(l_args, s_ticker)
continue
# ------------------------------------------------- ENTERPRISE --------------------------------------------------
elif ns_known_args.cmd == 'enterprise':
smfa.enterprise(l_args, s_ticker)
continue
# --------------------------------------------------- RATING ----------------------------------------------------
elif ns_known_args.cmd == 'rating':
smfa.rating(l_args, s_ticker)
continue
# --------------------------------------------- DISCOUNTED CASH FLOW -----------------------------------------------
elif ns_known_args.cmd == 'quote':
smfa.quote(l_args, s_ticker)
continue
elif ns_known_args.cmd == 'enterprise':
smfa.enterprise(l_args, s_ticker)
continue
elif ns_known_args.cmd == 'dcf':
smfa.discounted_cash_flow(l_args, s_ticker)
continue
# ----------------------------------------------- INCOME_STATEMENT -----------------------------------------------
# --------------------------------------------- FINANCIAL STATEMENT --------------------------------------------
elif ns_known_args.cmd == 'income':
smfa.income_statement(l_args, s_ticker)
continue
# ------------------------------------------------- BALANCE_SHEET -----------------------------------------------
elif ns_known_args.cmd == 'balance':
smfa.balance_sheet(l_args, s_ticker)
continue
# -------------------------------------------------- CASH_FLOW --------------------------------------------------
elif ns_known_args.cmd == 'cash':
smfa.cash_flow(l_args, s_ticker)
continue
# ------------------------------------------------- KEY_METRICS --------------------------------------------------
# --------------------------------------------------- RATIOS -----------------------------------------------------
elif ns_known_args.cmd == 'metrics':
smfa.key_metrics(l_args, s_ticker)
continue
# ----------------------------------------------- FINANCIAL_RATIOS -----------------------------------------------
elif ns_known_args.cmd == 'ratios':
smfa.financial_ratios(l_args, s_ticker)
continue
# ------------------------------------------ FINANCIAL_STATEMENT_GROWTH ------------------------------------------
elif ns_known_args.cmd == 'growth':
smfa.financial_statement_growth(l_args, s_ticker)
continue

65
stock_market_fundamental_analysis.py
View File

@@ -3,6 +3,7 @@ from alpha_vantage.fundamentaldata import FundamentalData
import config_bot as cfg
import argparse
import datetime
from datetime import datetime
from stock_market_helper_funcs import *
import pandas as pd
@@ -38,6 +39,30 @@ def profile(l_args, s_ticker):
print("ERROR!\n")
# ---------------------------------------------------- RATING ----------------------------------------------------
def rating(l_args, s_ticker):
parser = argparse.ArgumentParser(prog='rating',
description="""Based on specific ratios, provides information whether the company
is a (strong) buy, neutral or a (strong) sell. The following fields are expected:
P/B, ROA, DCF, P/E, ROE, and D/E. [Source: Financial Modeling Prep API]""")
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:
df_fa = fa.rating(s_ticker, cfg.API_KEY_FINANCIALMODELINGPREP)
print(df_fa)
print("")
except:
print("ERROR!\n")
# ---------------------------------------------------- QUOTE ----------------------------------------------------
def quote(l_args, s_ticker):
parser = argparse.ArgumentParser(prog='quote',
@@ -58,13 +83,13 @@ def quote(l_args, s_ticker):
print(f"The following args couldn't be interpreted: {l_unknown_args}")
try:
df_fa = fa.quote(s_ticker, API_KEY_FINANCIALMODELINGPREP)
df_fa = fa.quote(s_ticker, cfg.API_KEY_FINANCIALMODELINGPREP)
df_fa.index = [''.join(' ' + char if char.isupper() else char.strip() for char in idx).strip() for idx in df_fa.index.tolist()]
df_fa.index = [s_val.capitalize() for s_val in df_fa.index]
df_fa.loc['Market cap'][0] = long_number_format(df_fa.loc['Market cap'][0])
df_fa.loc['Shares outstanding'][0] = long_number_format(df_fa.loc['Shares outstanding'][0])
df_fa.loc['Volume'][0] = long_number_format(df_fa.loc['Volume'][0])
earning_announcment = datetime.datetime.strptime(df_fa.loc['Earnings announcement'][0][0:19],"%Y-%m-%dT%H:%M:%S")
earning_announcment = datetime.strptime(df_fa.loc['Earnings announcement'][0][0:19],"%Y-%m-%dT%H:%M:%S")
df_fa.loc['Earnings announcement'][0] = f"{earning_announcment.date()} {earning_announcment.time()}"
print(df_fa.to_string(header=False))
print("")
@@ -75,7 +100,10 @@ def quote(l_args, s_ticker):
# ---------------------------------------------------- ENTERPRISE ----------------------------------------------------
def enterprise(l_args, s_ticker):
parser = argparse.ArgumentParser(prog='enterprise',
description=""" """)
description="""Displays stock price, number of shares, market capitalization and
enterprise value over time. The following fields are expected: Add total debt,
Enterprise value, Market capitalization, Minus cash and cash equivalents, Number
of shares, Stock price, and Symbol. [Source: Financial Modeling Prep API]""")
parser.add_argument('-n', "--num", action="store", dest="n_num", type=check_positive, default=1, help='Number of latest info')
parser.add_argument('-q', action="store_true", default=False, dest="b_quarter", help='Quarter fundamental data')
@@ -107,37 +135,15 @@ def enterprise(l_args, s_ticker):
print(df_fa)
print("")
except:
print("")
# ---------------------------------------------------- RATING ----------------------------------------------------
def rating(l_args, s_ticker):
parser = argparse.ArgumentParser(prog='rating',
description=""" Gives information about the rating of a company which includes
i.a. the company rating and recommendation as well as ratings based
on a variety of ratios.""")
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:
df_fa = fa.rating(s_ticker, cfg.API_KEY_FINANCIALMODELINGPREP)
print(df_fa)
print("")
except:
print("")
print("ERROR!\n")
# ------------------------------------------ DISCOUNTED CASH FLOW ------------------------------------------------------
def discounted_cash_flow(l_args, s_ticker):
parser = argparse.ArgumentParser(prog='dcf',
description=""" """)
description="""Calculates the discounted cash flow of a company over time including
the DCF of today. The following fields are expected: DCF, Stock price, and Date.
[Source: Financial Modeling Prep API]""")
parser.add_argument('-n', "--num", action="store", dest="n_num", type=check_positive, default=1, help='Number of latest info')
parser.add_argument('-q', action="store_true", default=False, dest="b_quarter", help='Quarter fundamental data')
@@ -165,6 +171,7 @@ def discounted_cash_flow(l_args, s_ticker):
df_fa = df_fa.applymap(lambda x: long_number_format(x))
df_fa.index = [''.join(' ' + char if char.isupper() else char.strip() for char in idx).strip() for idx in df_fa.index.tolist()]
df_fa.index = [s_val.capitalize() for s_val in df_fa.index]
df_fa = df_fa.rename(index={"D c f": "DCF"})
print(df_fa)
print("")
except: