Files
OpenBB/openbb_terminal/etf/stockanalysis_model.py
James Maslek a285e5b2b7 fix etf/compare (#2426)
* fix etf/compare

* tests

* more tests fix
2022-08-26 10:24:31 -04:00

153 lines
3.8 KiB
Python

"""Stockanalysis.com/etf Model"""
__docformat__ = "numpy"
import json
import logging
from typing import List, Tuple
import pandas as pd
import requests
from bs4 import BeautifulSoup as bs
from openbb_terminal.decorators import log_start_end
from openbb_terminal.helper_funcs import get_user_agent
logger = logging.getLogger(__name__)
@log_start_end(log=logger)
def get_all_names_symbols() -> Tuple[List[str], List[str]]:
"""Gets all etf names and symbols
Returns
-------
etf_symbols: List[str]:
List of all available etf symbols
etf_names: List[str]
List of all available etf names
"""
r = requests.get(
"https://stockanalysis.com/etf/", headers={"User-Agent": get_user_agent()}
)
soup2 = bs(r.text, "html.parser")
script = soup2.find("script", {"type": "application/json"})
etfs = pd.DataFrame(json.loads(script.string)[1]["data"]["data"])
etf_symbols = etfs.s.to_list()
etf_names = etfs.n.to_list()
return etf_symbols, etf_names
@log_start_end(log=logger)
def get_etf_overview(symbol: str) -> pd.DataFrame:
"""Get overview data for selected etf
Parameters
----------
etf_symbol : str
Etf symbol to get overview for
Returns
----------
df : pd.DataFrame
Dataframe of stock overview data
"""
r = requests.get(
f"https://stockanalysis.com/etf/{symbol}",
headers={"User-Agent": get_user_agent()},
)
soup = bs(r.text, "html.parser")
tables = soup.findAll("table")
texts = []
for tab in tables[:2]:
entries = tab.findAll("td")
for ent in entries:
texts.append(ent.get_text())
var_cols = [0, 2, 4, 6, 8, 10, 12, 18, 20, 22, 26, 28, 30, 32]
vals = [idx + 1 for idx in var_cols]
columns = [texts[idx] for idx in var_cols]
data = [texts[idx] for idx in vals]
df = pd.DataFrame(data, index=columns, columns=[symbol.upper()])
return df
@log_start_end(log=logger)
def get_etf_holdings(symbol: str) -> pd.DataFrame:
"""Get ETF holdings
Parameters
----------
symbol: str
Symbol to get holdings for
Returns
-------
df: pd.DataFrame
Dataframe of holdings
"""
link = f"https://stockanalysis.com/etf/{symbol}/holdings/"
r = requests.get(link, headers={"User-Agent": get_user_agent()})
try:
df = pd.read_html(r.content)[0]
df["Symbol"] = df["Symbol"].fillna("n/a")
df = df.set_index("Symbol")
df = df[["% Assets", "Shares"]]
df = df.rename(columns={"% Assets": "% Of Etf"})
except ValueError:
df = pd.DataFrame()
return df
@log_start_end(log=logger)
def compare_etfs(symbols: List[str]) -> pd.DataFrame:
"""Compare selected ETFs
Parameters
----------
symbols : List[str]
ETF symbols to compare
Returns
----------
df_compare : pd.DataFrame
Dataframe of etf comparisons
"""
df_compare = pd.DataFrame()
for symbol in symbols:
df_compare = pd.concat([df_compare, get_etf_overview(symbol)], axis=1)
return df_compare
@log_start_end(log=logger)
def get_etfs_by_name(name_to_search: str) -> pd.DataFrame:
"""Get an ETF symbol and name based on ETF string to search. [Source: StockAnalysis]
Parameters
----------
name_to_search: str
ETF name to match
Returns
-------
df: pd.Dataframe
Dataframe with symbols and names
"""
all_symbols, all_names = get_all_names_symbols()
filtered_symbols = list()
filtered_names = list()
for symbol, name in zip(all_symbols, all_names):
if name_to_search.lower() in name.lower():
filtered_symbols.append(symbol)
filtered_names.append(name)
df = pd.DataFrame(
list(zip(filtered_symbols, filtered_names)), columns=["Symbol", "Name"]
)
return df