Files
OpenBB/openbb_terminal/stocks/fundamental_analysis/eodhd_model.py
montezdesousa 475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00

75 lines
2.3 KiB
Python

"""eodhd Model"""
__docformat__ = "numpy"
import logging
import numpy as np
import pandas as pd
from openbb_terminal.core.session.current_user import get_current_user
from openbb_terminal.decorators import check_api_key, log_start_end
from openbb_terminal.helper_funcs import request
from openbb_terminal.rich_config import console
logger = logging.getLogger(__name__)
@log_start_end(log=logger)
@check_api_key(["API_EODHD_KEY"])
def get_financials(
symbol: str, statement: str, quarterly: bool = False, ratios: bool = False
) -> pd.DataFrame:
"""Get ticker financial statements from eodhd
Parameters
----------
symbol: str
Stock ticker symbol
statement: str
Financial statement data to retrieve, can be balance, income or cash
quarterly:bool
Flag to get quarterly reports, by default False
ratios: bool
Shows percentage change, by default False
Returns
-------
pd.DataFrame
Balance Sheets or Income Statements or cashflow
"""
# Note the filing date is over 30 years so will always get as many as allowed
request_url = (
"https://eodhistoricaldata.com/api/fundamentals/"
f"{symbol}?"
f"api_token={get_current_user().credentials.API_EODHD_KEY}"
f"&filter=Financials::{statement}"
f"::{['yearly', 'quarterly'][quarterly]}"
)
r = request(request_url)
if r.status_code != 200:
console.print(
"[red]Invalid API Key for EODHD. Please note that for Fundamental Data, a paid plan is required.\n[/red]"
"Get your API key here: https://eodhistoricaldata.com/r/?ref=869U7F4J and select either the "
"'Fundamentals Data Feed' or 'ALL-IN-ONE Package'.\n"
)
return pd.DataFrame()
r_json = r.json()
df_financials = pd.DataFrame(r_json)
df_financials.drop("date", inplace=True)
df_financials.drop("filing_date", inplace=True)
df_financials.drop("currency_symbol", inplace=True)
df_financials = df_financials.fillna(value=np.nan)
df_financials = df_financials.dropna(how="all")
if ratios:
df_financials = df_financials.iloc[:, :5]
df_financials = df_financials.replace("-", "0")
df_financials = df_financials.astype(float)
df_financials = df_financials.pct_change(axis="columns", periods=-1).fillna(0)
return df_financials