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OpenBB/website/content/platform/data_models/EquitySearch.md
Henrique Joaquim 4400cd9a8f Merge provider and core into core (#5774)
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Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
2023-11-22 13:48:01 +00:00

5.8 KiB
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title, description
title description
Equity Search OpenBB Platform Data Model

import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem';


Implementation details

Class names

Model name Parameters class Data class
EquitySearch EquitySearchQueryParams EquitySearchData

Import Statement

from openbb_core.provider.standard_models.equity_search import (
EquitySearchData,
EquitySearchQueryParams,
)

Parameters

Name Type Description Default Optional
query str Search query. True
is_symbol bool Whether to search by ticker symbol. False True
provider Literal['cboe', 'fmp', 'sec'] The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'cboe' if there is no default. cboe True
Name Type Description Default Optional
query str Search query. True
is_symbol bool Whether to search by ticker symbol. False True
provider Literal['cboe', 'fmp', 'sec'] The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'cboe' if there is no default. cboe True
mktcap_min int Filter by market cap greater than this value. None True
mktcap_max int Filter by market cap less than this value. None True
price_min float Filter by price greater than this value. None True
price_max float Filter by price less than this value. None True
beta_min float Filter by a beta greater than this value. None True
beta_max float Filter by a beta less than this value. None True
volume_min int Filter by volume greater than this value. None True
volume_max int Filter by volume less than this value. None True
dividend_min float Filter by dividend amount greater than this value. None True
dividend_max float Filter by dividend amount less than this value. None True
is_etf bool If true, returns only ETFs. False True
is_active bool If false, returns only inactive tickers. True True
sector Literal['Consumer Cyclical', 'Energy', 'Technology', 'Industrials', 'Financial Services', 'Basic Materials', 'Communication Services', 'Consumer Defensive', 'Healthcare', 'Real Estate', 'Utilities', 'Industrial Goods', 'Financial', 'Services', 'Conglomerates'] Filter by sector. None True
industry str Filter by industry. None True
country str Filter by country, as a two-letter country code. None True
exchange Literal['amex', 'ase', 'asx', 'ath', 'bme', 'bru', 'bud', 'bue', 'cai', 'cnq', 'cph', 'dfm', 'doh', 'etf', 'euronext', 'hel', 'hkse', 'ice', 'iob', 'ist', 'jkt', 'jnb', 'jpx', 'kls', 'koe', 'ksc', 'kuw', 'lse', 'mex', 'nasdaq', 'neo', 'nse', 'nyse', 'nze', 'osl', 'otc', 'pnk', 'pra', 'ris', 'sao', 'sau', 'set', 'sgo', 'shh', 'shz', 'six', 'sto', 'tai', 'tlv', 'tsx', 'two', 'vie', 'wse', 'xetra'] Filter by exchange. None True
limit int Limit the number of results to return. 50000 True
Name Type Description Default Optional
query str Search query. True
is_symbol bool Whether to search by ticker symbol. False True
provider Literal['cboe', 'fmp', 'sec'] The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'cboe' if there is no default. cboe True
is_fund bool Whether to direct the search to the list of mutual funds and ETFs. False True
use_cache bool Whether to use the cache or not. Company names, tickers, and CIKs are cached for seven days. True True

Data

Name Type Description
symbol str Symbol representing the entity requested in the data.
name str Name of the company.
Name Type Description
symbol str Symbol representing the entity requested in the data.
name str Name of the company.
dpm_name str Name of the primary market maker.
post_station str Post and station location on the CBOE trading floor.
Name Type Description
symbol str Symbol representing the entity requested in the data.
name str Name of the company.
market_cap int The market cap of ticker.
sector str The sector the ticker belongs to.
industry str The industry ticker belongs to.
beta float The beta of the ETF.
price float The current price.
last_annual_dividend float The last annual amount dividend paid.
volume int The current trading volume.
exchange str The exchange code the asset trades on.
exchange_name str The full name of the primary exchange.
country str The two-letter country abbreviation where the head office is located.
is_etf Literal[True, False] Whether the ticker is an ETF.
actively_trading Literal[True, False] Whether the ETF is actively trading.
Name Type Description
symbol str Symbol representing the entity requested in the data.
name str Name of the company.
cik str Central Index Key