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* small changes - moving provider inside the core * uptade readme * lint * remove old provider readme * leftovers * refactor website examples * ruff * fix nox * relock * fix fails_to_deliver headers * fix for tests that have renamed endpoints * fix discovery * removed test for renamed endpoint * fix broken syntax - test_search_financial_attributes * fix cash/income/balance * fix derivatives tests * fix etf tests * fix news tests * fix regulators * black * wrong test param * sort equity gainers/losers by percent * platform markdown generation import * Hotfix/fix int tests core merge (#5779) * removing tests on old endpoint * removing visualization on old endpoint * fixing equity tests * fixing examples * fix news tests * fix index test * example * add comments * example --------- 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>
9.0 KiB
Vendored
9.0 KiB
Vendored
title, description
| title | description |
|---|---|
| Key Metrics | OpenBB Platform Data Model |
import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem';
Implementation details
Class names
| Model name | Parameters class | Data class |
|---|---|---|
KeyMetrics |
KeyMetricsQueryParams |
KeyMetricsData |
Import Statement
from openbb_core.provider.standard_models.key_metrics import (
KeyMetricsData,
KeyMetricsQueryParams,
)
Parameters
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| symbol | Union[str, List[str]] | Symbol to get data for. | False | |
| period | Literal['annual', 'quarter'] | Time period of the data to return. | annual | True |
| limit | int | The number of data entries to return. | 100 | True |
| provider | Literal['fmp'] | The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default. | fmp | True |
| Name | Type | Description | Default | Optional |
|---|---|---|---|---|
| symbol | Union[str, List[str]] | Symbol to get data for. | False | |
| period | Literal['annual', 'quarter'] | Time period of the data to return. | annual | True |
| limit | int | The number of data entries to return. | 100 | True |
| provider | Literal['fmp'] | The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default. | fmp | True |
| with_ttm | bool | Include trailing twelve months (TTM) data. | False | True |
Data
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| date | date | The date of the data. |
| period | str | Period of the data. |
| revenue_per_share | float | Revenue per share |
| net_income_per_share | float | Net income per share |
| operating_cash_flow_per_share | float | Operating cash flow per share |
| free_cash_flow_per_share | float | Free cash flow per share |
| cash_per_share | float | Cash per share |
| book_value_per_share | float | Book value per share |
| tangible_book_value_per_share | float | Tangible book value per share |
| shareholders_equity_per_share | float | Shareholders equity per share |
| interest_debt_per_share | float | Interest debt per share |
| market_cap | float | Market capitalization |
| enterprise_value | float | Enterprise value |
| pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
| price_to_sales_ratio | float | Price-to-sales ratio |
| pocf_ratio | float | Price-to-operating cash flow ratio |
| pfcf_ratio | float | Price-to-free cash flow ratio |
| pb_ratio | float | Price-to-book ratio |
| ptb_ratio | float | Price-to-tangible book ratio |
| ev_to_sales | float | Enterprise value-to-sales ratio |
| enterprise_value_over_ebitda | float | Enterprise value-to-EBITDA ratio |
| ev_to_operating_cash_flow | float | Enterprise value-to-operating cash flow ratio |
| ev_to_free_cash_flow | float | Enterprise value-to-free cash flow ratio |
| earnings_yield | float | Earnings yield |
| free_cash_flow_yield | float | Free cash flow yield |
| debt_to_equity | float | Debt-to-equity ratio |
| debt_to_assets | float | Debt-to-assets ratio |
| net_debt_to_ebitda | float | Net debt-to-EBITDA ratio |
| current_ratio | float | Current ratio |
| interest_coverage | float | Interest coverage |
| income_quality | float | Income quality |
| dividend_yield | float | Dividend yield |
| payout_ratio | float | Payout ratio |
| sales_general_and_administrative_to_revenue | float | Sales general and administrative expenses-to-revenue ratio |
| research_and_development_to_revenue | float | Research and development expenses-to-revenue ratio |
| intangibles_to_total_assets | float | Intangibles-to-total assets ratio |
| capex_to_operating_cash_flow | float | Capital expenditures-to-operating cash flow ratio |
| capex_to_revenue | float | Capital expenditures-to-revenue ratio |
| capex_to_depreciation | float | Capital expenditures-to-depreciation ratio |
| stock_based_compensation_to_revenue | float | Stock-based compensation-to-revenue ratio |
| graham_number | float | Graham number |
| roic | float | Return on invested capital |
| return_on_tangible_assets | float | Return on tangible assets |
| graham_net_net | float | Graham net-net working capital |
| working_capital | float | Working capital |
| tangible_asset_value | float | Tangible asset value |
| net_current_asset_value | float | Net current asset value |
| invested_capital | float | Invested capital |
| average_receivables | float | Average receivables |
| average_payables | float | Average payables |
| average_inventory | float | Average inventory |
| days_sales_outstanding | float | Days sales outstanding |
| days_payables_outstanding | float | Days payables outstanding |
| days_of_inventory_on_hand | float | Days of inventory on hand |
| receivables_turnover | float | Receivables turnover |
| payables_turnover | float | Payables turnover |
| inventory_turnover | float | Inventory turnover |
| roe | float | Return on equity |
| capex_per_share | float | Capital expenditures per share |
| Name | Type | Description |
|---|---|---|
| symbol | str | Symbol representing the entity requested in the data. |
| date | date | The date of the data. |
| period | str | Period of the data. |
| revenue_per_share | float | Revenue per share |
| net_income_per_share | float | Net income per share |
| operating_cash_flow_per_share | float | Operating cash flow per share |
| free_cash_flow_per_share | float | Free cash flow per share |
| cash_per_share | float | Cash per share |
| book_value_per_share | float | Book value per share |
| tangible_book_value_per_share | float | Tangible book value per share |
| shareholders_equity_per_share | float | Shareholders equity per share |
| interest_debt_per_share | float | Interest debt per share |
| market_cap | float | Market capitalization |
| enterprise_value | float | Enterprise value |
| pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
| price_to_sales_ratio | float | Price-to-sales ratio |
| pocf_ratio | float | Price-to-operating cash flow ratio |
| pfcf_ratio | float | Price-to-free cash flow ratio |
| pb_ratio | float | Price-to-book ratio |
| ptb_ratio | float | Price-to-tangible book ratio |
| ev_to_sales | float | Enterprise value-to-sales ratio |
| enterprise_value_over_ebitda | float | Enterprise value-to-EBITDA ratio |
| ev_to_operating_cash_flow | float | Enterprise value-to-operating cash flow ratio |
| ev_to_free_cash_flow | float | Enterprise value-to-free cash flow ratio |
| earnings_yield | float | Earnings yield |
| free_cash_flow_yield | float | Free cash flow yield |
| debt_to_equity | float | Debt-to-equity ratio |
| debt_to_assets | float | Debt-to-assets ratio |
| net_debt_to_ebitda | float | Net debt-to-EBITDA ratio |
| current_ratio | float | Current ratio |
| interest_coverage | float | Interest coverage |
| income_quality | float | Income quality |
| dividend_yield | float | Dividend yield |
| payout_ratio | float | Payout ratio |
| sales_general_and_administrative_to_revenue | float | Sales general and administrative expenses-to-revenue ratio |
| research_and_development_to_revenue | float | Research and development expenses-to-revenue ratio |
| intangibles_to_total_assets | float | Intangibles-to-total assets ratio |
| capex_to_operating_cash_flow | float | Capital expenditures-to-operating cash flow ratio |
| capex_to_revenue | float | Capital expenditures-to-revenue ratio |
| capex_to_depreciation | float | Capital expenditures-to-depreciation ratio |
| stock_based_compensation_to_revenue | float | Stock-based compensation-to-revenue ratio |
| graham_number | float | Graham number |
| roic | float | Return on invested capital |
| return_on_tangible_assets | float | Return on tangible assets |
| graham_net_net | float | Graham net-net working capital |
| working_capital | float | Working capital |
| tangible_asset_value | float | Tangible asset value |
| net_current_asset_value | float | Net current asset value |
| invested_capital | float | Invested capital |
| average_receivables | float | Average receivables |
| average_payables | float | Average payables |
| average_inventory | float | Average inventory |
| days_sales_outstanding | float | Days sales outstanding |
| days_payables_outstanding | float | Days payables outstanding |
| days_of_inventory_on_hand | float | Days of inventory on hand |
| receivables_turnover | float | Receivables turnover |
| payables_turnover | float | Payables turnover |
| inventory_turnover | float | Inventory turnover |
| roe | float | Return on equity |
| capex_per_share | float | Capital expenditures per share |
| calendar_year | int | Calendar year. |