Add key metrics to fundamental analysis

stock_market_cli.py

@@ -59,13 +59,14 @@ def print_help(s_ticker, s_start, s_interval, b_is_market_open):
 
     if s_ticker:
         print("\nFundamental Analysis:")
-        print("- details - ")
+        #print("- details - ")
         print("   ratings     company ratings from strong sell to strong buy")
-        print("- financial statement -")
+        # 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("- ratios -")
+        print("   metrics     key metrics of the company")
 
         print("\nTechnical Analysis:")
         print("   sma         simple moving average")
@@ -122,7 +123,7 @@ 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'])
+                                             'income', 'balance', 'cash', 'metrics'])
 
     # Print first welcome message and help
     print("\nWelcome to Didier's Stock Market Bot\n")
@@ -204,6 +205,11 @@ def main():
             smfa.cash_flow(l_args, s_ticker)
             continue
 
+        # ------------------------------------------------- KEY_METRICS --------------------------------------------------
+        elif ns_known_args.cmd == 'metrics':
+            smfa.key_metrics(l_args, s_ticker)
+            continue
+
         # --------------------------------------------------------------------------------------------------------------
         # -------------------------------------------- TECHNICAL ANALYSIS ----------------------------------------------
         # --------------------------------------------------------------------------------------------------------------

stock_market_fundamental_analysis.py

@@ -203,6 +203,50 @@ def cash_flow(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
+
+
+# ---------------------------------------------------- KEY_METRICS ----------------------------------------------------
+def key_metrics(l_args, s_ticker):
+    parser = argparse.ArgumentParser(prog='metrics', 
+                                     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
+
+        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:
+            df_fd = fa.key_metrics(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:

stock_market_helper_funcs.py

@@ -128,18 +128,27 @@ def b_is_stock_market_open():
 
 
 # -----------------------------------------------------------------------------------------------------------------------
-def long_number_format(s_num):
-    if not isinstance(s_num, str):
-        s_num = str(s_num)
-    if s_num.lstrip("-").isdigit():
-        n_num = int(s_num)
-        n_num /= 1.0
+def long_number_format(num):
+    if isinstance(num, float):
         magnitude = 0
-        while abs(n_num) >= 1000:
+        while abs(num) >= 1000:
             magnitude += 1
-            n_num /= 1000.0
-        if n_num.is_integer():
-            return '%d%s' % (n_num, ['', ' K', ' M', ' B', ' T', ' P'][magnitude])
+            num /= 1000.0 
+        if num.is_integer():
+            return '%d%s' % (num, ['', ' K', ' M', ' B', ' T', ' P'][magnitude])
         else:
-            return '%.3f%s' % (n_num, ['', ' K', ' M', ' B', ' T', ' P'][magnitude])
-    return s_num
+            return '%.3f%s' % (num, ['', ' K', ' M', ' B', ' T', ' P'][magnitude]) 
+    if isinstance(num, int):
+        num = str(num)
+    if num.lstrip("-").isdigit():
+        num = int(num)
+        num /= 1.0
+        magnitude = 0
+        while abs(num) >= 1000:
+            magnitude += 1
+            num /= 1000.0 
+        if num.is_integer():
+            return '%d%s' % (num, ['', ' K', ' M', ' B', ' T', ' P'][magnitude])
+        else:
+            return '%.3f%s' % (num, ['', ' K', ' M', ' B', ' T', ' P'][magnitude])            
+    return num