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Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-10-30 21:01:29 +00:00

7.6 KiB
Vendored

title, description, keywords
title description keywords
Comparison Analysis Learn how to use the CA module of the OpenBB Terminal SDK for functionalities like balance financials comparison, historical price correlation, sentiment analysis comparison and more using Python. Discover the list of similar companies, historical volume data comparison and more.
OpenBB Terminal SDK
CA module OpenBB
Python SDK for OpenBB Terminal
financial analysis using Python
stock data analysis
Python stock data
market sentiment analysis
financial comparison using Python
openbb.stocks.ca functions
historical price correlation
sentiment analysis comparison
similar companies list
historical volume data comparison

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

The CA module provides programmatic access to the commands from within the OpenBB Terminal menu. Import the OpenBB SDK module, and then access the functions similarly to how the Terminal menus are navigated. The code completion will be activated upon entering ., after, openbb.ca

How to Use

The examples provided below will assume that the following import block is included at the beginning of the Python script or Notebook file:

from openbb_terminal.sdk import openbb

A brief description below highlights the functions available within the module:

Path Type Description
openbb.stocks.ca.balance Function Balance Financials Comparison
openbb.stocks.ca.cashflow Function Cashflow Financials Comparison
openbb.stocks.ca.hcorr Function Historical Price Correlation
openbb.stocks.ca.hist Function Historical Price Data Comparison
openbb.stocks.ca.income Function Income Financials Comparison
openbb.stocks.ca.scorr Function Sentiment Correlation
openbb.stocks.ca.screener Function Screener Overview
openbb.stocks.ca.sentiment Function Sentiment Analysis Comparison
openbb.stocks.ca.similar Function Get a List of Similar Companies
openbb.stocks.ca.volume Function Historical Volume Data Comparison

Alternatively, the contents of the menu is printed with:

help(openbb.stocks.ca)

Examples

Balance

openbb.stocks.ca.balance compares the balance sheets for a list of companies.

openbb.stocks.ca.balance(["TSLA","F", "GE"], timeframe = '2021')
Item TSLA F GE
Cash & Short Term Investments 18.05B 49.59B 28.07B
Cash & Short Term Investments Growth -8.00% -0.74% -35.99%
Cash Only 17.92B 20.54B 15.77B
Short-Term Investments - - -
Cash & ST Investments / Total Assets 29.05% 19.29% 14.11%
Total Accounts Receivable 1.91B 44.04B 20.5B
Total Accounts Receivable Growth 1.43% -16.24% -8.70%
Accounts Receivables, Net 1.91B 43.91B 20.5B
Accounts Receivables, Gross 1.91B 44.28B 21.58B
Bad Debt/Doubtful Accounts - (366M) (1.07B)
Other Receivable - - -
Accounts Receivable Turnover 28.14 3.10 3.62
Inventories 5.76B 12.07B 15.85B
Finished Goods 1.28B 6.28B 4.93B
Work in Progress 1.09B - -
Raw Materials 3.39B 5.79B 8.71B
Progress Payments & Other - - 2.21B
Other Current Assets 1.38B 3.3B 1.93B
Miscellaneous Current Assets 1.38B 3.3B 1.93B
Total Current Assets 27.1B 109B 66.35B
Net Property, Plant & Equipment 31.18B 64.84B 15.61B
Property, Plant & Equipment - Gross 39.87B 101.99B 31.9B
Buildings 4.68B 12.44B 8.31B
Land & Improvements - 450M 585M
Computer Software and Equipment 1.41B 4.6B -
Other Property, Plant & Equipment 18.73B 11.4B -
Accumulated Depreciation 8.69B 37.16B 16.3B
Total Investments and Advances 223M 5.64B 42.21B
Other Long-Term Investments 223M 197M 42.21B
Long-Term Note Receivables 299M 51.26B -
Intangible Assets 1.72B 619M 35.51B
Net Goodwill 200M 619M 26.18B
Net Other Intangibles - - -
Other Assets 1.62B 11.89B 28.34B
Total Assets 62.13B 257.04B 198.87B
Total Assets Growth 19.14% -3.83% -22.38%

Sentiment

Social sentiment over time, for a list of tickers:

openbb.stocks.ca.sentiment(["tsla", "f", "ge"])
TSLA F GE
2022-11-08 -0.028 0.382 0.328
2022-11-09 0.209 0.199 0.242
2022-11-10 -0.025 0.178 0.112
2022-11-11 0.027 0.086 0.056
2022-11-14 -0.402 0.105 0.104
2022-11-15 -0.122 0.081 0.075
2022-11-16 -0.35 0.179 0.086
2022-11-17 0.156 0.387 0.025
2022-11-18 0.216 0.093 0.019
2022-11-21 -0.071 0.069 0.01

Screener

Show a high-level overview of company information for tickers in a given list

openbb.stocks.ca.screener(["f", "ge", "tsla"])
Ticker Company Sector Industry Country Market Cap P/E Price Change Volume
0 F Ford Motor Company Consumer Cyclical Auto Manufacturers USA 5.577e+10 6.31 13.95 -0.0029 3.40871e+07
1 GE General Electric Company Industrials Specialty Industrial Machinery USA 9.375e+10 nan 85.89 0.0048 3.26976e+06
2 TSLA Tesla, Inc. Consumer Cyclical Auto Manufacturers USA 5.3886e+11 51.72 167.87 -0.0684 9.28827e+07

HCorr

Calculates the historical price (or returns) correlation for a list of tickers, over a specified window.

correlation,historical = (
    openbb.stocks.ca.hcorr(similar = openbb.stocks.ca.similar('TSLA', source = 'Polygon'),
    candle_type = 'R',
    start_date = '2018-11-01'
    )
)
correlation
HMC TM F GM
HMC 1 0.74425 0.596182 0.62178
TM 0.74425 1 0.532589 0.539333
F 0.596182 0.532589 1 0.787406
GM 0.62178 0.539333 0.787406 1