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OpenBB/openbb_platform/openbb/package/equity.py
montezdesousa 9716b21d6c Feature/release b2 (#5799) 
* publish core and extensions

* rebuild and force commit package changes

* Remove tiingo, finra and wsj from extras

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-11-27 15:43:06 +00:00

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### THIS FILE IS AUTO-GENERATED. DO NOT EDIT. ###
from typing import List, Literal, Optional, Union
from openbb_core.app.model.custom_parameter import OpenBBCustomParameter
from openbb_core.app.model.obbject import OBBject
from openbb_core.app.static.container import Container
from openbb_core.app.static.decorators import validate
from openbb_core.app.static.filters import filter_inputs
from openbb_core.provider.abstract.data import Data
from typing_extensions import Annotated
class ROUTER_equity(Container):
"""/equity
/calendar
/compare
/darkpool
/discovery
/estimates
/fundamental
market_snapshots
/ownership
/price
profile
screener
search
/shorts
"""
def __repr__(self) -> str:
return self.__doc__ or ""
@property
def calendar(self): # route = "/equity/calendar"
from . import equity_calendar
return equity_calendar.ROUTER_equity_calendar(
command_runner=self._command_runner
)
@property
def compare(self): # route = "/equity/compare"
from . import equity_compare
return equity_compare.ROUTER_equity_compare(command_runner=self._command_runner)
@property
def darkpool(self): # route = "/equity/darkpool"
from . import equity_darkpool
return equity_darkpool.ROUTER_equity_darkpool(
command_runner=self._command_runner
)
@property
def discovery(self): # route = "/equity/discovery"
from . import equity_discovery
return equity_discovery.ROUTER_equity_discovery(
command_runner=self._command_runner
)
@property
def estimates(self): # route = "/equity/estimates"
from . import equity_estimates
return equity_estimates.ROUTER_equity_estimates(
command_runner=self._command_runner
)
@property
def fundamental(self): # route = "/equity/fundamental"
from . import equity_fundamental
return equity_fundamental.ROUTER_equity_fundamental(
command_runner=self._command_runner
)
@validate
def market_snapshots(
self, provider: Optional[Literal["fmp", "polygon"]] = None, **kwargs
) -> OBBject[List[Data]]:
"""Get a current, complete, market snapshot.
Parameters
----------
provider : Optional[Literal['fmp', 'polygon']]
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.
market : Literal['AMEX', 'AMS', 'ASE', 'ASX', 'ATH', 'BME', 'BRU', 'BUD', 'BUE', 'CAI', 'CNQ', 'CPH', 'DFM', 'DOH', 'DUS', 'ETF', 'EURONEXT', 'HEL', 'HKSE', 'ICE', 'IOB', 'IST', 'JKT', 'JNB', 'JPX', 'KLS', 'KOE', 'KSC', 'KUW', 'LSE', 'MEX', 'MIL', 'NASDAQ', 'NEO', 'NSE', 'NYSE', 'NZE', 'OSL', 'OTC', 'PNK', 'PRA', 'RIS', 'SAO', 'SAU', 'SES', 'SET', 'SGO', 'SHH', 'SHZ', 'SIX', 'STO', 'TAI', 'TLV', 'TSX', 'TWO', 'VIE', 'WSE', 'XETRA']
The market to fetch data for. (provider: fmp)
Returns
-------
OBBject
results : List[MarketSnapshots]
Serializable results.
provider : Optional[Literal['fmp', 'polygon']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
MarketSnapshots
---------------
symbol : str
Symbol representing the entity requested in the data.
open : Optional[float]
The open price.
high : Optional[float]
The high price.
low : Optional[float]
The low price.
close : Optional[float]
The close price.
prev_close : Optional[float]
The previous closing price of the stock.
change : Optional[float]
The change in price.
change_percent : Optional[float]
The change, as a percent.
volume : Optional[int]
The trading volume.
price : Optional[float]
The last price of the stock. (provider: fmp)
avg_volume : Optional[int]
Average volume of the stock. (provider: fmp)
ma50 : Optional[float]
The 50-day moving average. (provider: fmp)
ma200 : Optional[float]
The 200-day moving average. (provider: fmp)
year_high : Optional[float]
The 52-week high. (provider: fmp)
year_low : Optional[float]
The 52-week low. (provider: fmp)
market_cap : Optional[float]
Market cap of the stock. (provider: fmp)
shares_outstanding : Optional[float]
Number of shares outstanding. (provider: fmp)
eps : Optional[float]
Earnings per share. (provider: fmp)
pe : Optional[float]
Price to earnings ratio. (provider: fmp)
exchange : Optional[str]
The exchange of the stock. (provider: fmp)
timestamp : Optional[Union[int, float]]
The timestamp of the data. (provider: fmp)
earnings_announcement : Optional[str]
The earnings announcement of the stock. (provider: fmp)
name : Optional[str]
The name associated with the stock symbol. (provider: fmp)
vwap : Optional[float]
The volume weighted average price of the stock on the current trading day. (provider: polygon)
prev_open : Optional[float]
The previous trading session opening price. (provider: polygon)
prev_high : Optional[float]
The previous trading session high price. (provider: polygon)
prev_low : Optional[float]
The previous trading session low price. (provider: polygon)
prev_volume : Optional[float]
The previous trading session volume. (provider: polygon)
prev_vwap : Optional[float]
The previous trading session VWAP. (provider: polygon)
last_updated : Optional[datetime]
The last time the data was updated. (provider: polygon)
bid : Optional[float]
The current bid price. (provider: polygon)
bid_size : Optional[int]
The current bid size. (provider: polygon)
ask_size : Optional[int]
The current ask size. (provider: polygon)
ask : Optional[float]
The current ask price. (provider: polygon)
quote_timestamp : Optional[datetime]
The timestamp of the last quote. (provider: polygon)
last_trade_price : Optional[float]
The last trade price. (provider: polygon)
last_trade_size : Optional[int]
The last trade size. (provider: polygon)
last_trade_conditions : Optional[List[int]]
The last trade condition codes. (provider: polygon)
last_trade_exchange : Optional[int]
The last trade exchange ID code. (provider: polygon)
last_trade_timestamp : Optional[datetime]
The last trade timestamp. (provider: polygon)
Example
-------
>>> from openbb import obb
>>> obb.equity.market_snapshots()
""" # noqa: E501
inputs = filter_inputs(
provider_choices={
"provider": provider,
},
standard_params={},
extra_params=kwargs,
)
return self._run(
"/equity/market_snapshots",
**inputs,
)
@property
def ownership(self): # route = "/equity/ownership"
from . import equity_ownership
return equity_ownership.ROUTER_equity_ownership(
command_runner=self._command_runner
)
@property
def price(self): # route = "/equity/price"
from . import equity_price
return equity_price.ROUTER_equity_price(command_runner=self._command_runner)
@validate
def profile(
self,
symbol: Annotated[
Union[str, List[str]],
OpenBBCustomParameter(description="Symbol to get data for."),
],
provider: Optional[Literal["intrinio"]] = None,
**kwargs
) -> OBBject[Data]:
"""Equity Info. Get general price and performance metrics of a stock.
Parameters
----------
symbol : str
Symbol to get data for.
provider : Optional[Literal['intrinio']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'intrinio' if there is
no default.
Returns
-------
OBBject
results : EquityInfo
Serializable results.
provider : Optional[Literal['intrinio']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
EquityInfo
----------
symbol : str
Symbol representing the entity requested in the data.
name : Optional[str]
Common name of the company.
cik : Optional[str]
Central Index Key (CIK) for the requested entity.
lei : Optional[str]
Legal Entity Identifier assigned to the company.
legal_name : Optional[str]
Official legal name of the company.
stock_exchange : Optional[str]
Stock exchange where the company is traded.
sic : Optional[int]
Standard Industrial Classification code for the company.
short_description : Optional[str]
Short description of the company.
long_description : Optional[str]
Long description of the company.
ceo : Optional[str]
Chief Executive Officer of the company.
company_url : Optional[str]
URL of the company's website.
business_address : Optional[str]
Address of the company's headquarters.
mailing_address : Optional[str]
Mailing address of the company.
business_phone_no : Optional[str]
Phone number of the company's headquarters.
hq_address1 : Optional[str]
Address of the company's headquarters.
hq_address2 : Optional[str]
Address of the company's headquarters.
hq_address_city : Optional[str]
City of the company's headquarters.
hq_address_postal_code : Optional[str]
Zip code of the company's headquarters.
hq_state : Optional[str]
State of the company's headquarters.
hq_country : Optional[str]
Country of the company's headquarters.
inc_state : Optional[str]
State in which the company is incorporated.
inc_country : Optional[str]
Country in which the company is incorporated.
employees : Optional[int]
Number of employees working for the company.
entity_legal_form : Optional[str]
Legal form of the company.
entity_status : Optional[str]
Status of the company.
latest_filing_date : Optional[date]
Date of the company's latest filing.
irs_number : Optional[str]
IRS number assigned to the company.
sector : Optional[str]
Sector in which the company operates.
industry_category : Optional[str]
Category of industry in which the company operates.
industry_group : Optional[str]
Group of industry in which the company operates.
template : Optional[str]
Template used to standardize the company's financial statements.
standardized_active : Optional[bool]
Whether the company is active or not.
first_fundamental_date : Optional[date]
Date of the company's first fundamental.
last_fundamental_date : Optional[date]
Date of the company's last fundamental.
first_stock_price_date : Optional[date]
Date of the company's first stock price.
last_stock_price_date : Optional[date]
Date of the company's last stock price.
id : Optional[str]
Intrinio ID for the company. (provider: intrinio)
thea_enabled : Optional[bool]
Whether the company has been enabled for Thea. (provider: intrinio)
Example
-------
>>> from openbb import obb
>>> obb.equity.profile(symbol="AAPL")
""" # noqa: E501
inputs = filter_inputs(
provider_choices={
"provider": provider,
},
standard_params={
"symbol": ",".join(symbol) if isinstance(symbol, list) else symbol,
},
extra_params=kwargs,
)
return self._run(
"/equity/profile",
**inputs,
)
@validate
def screener(
self, provider: Optional[Literal["fmp"]] = None, **kwargs
) -> OBBject[List[Data]]:
"""Equity Screen. Screen for companies meeting various criteria.
Parameters
----------
provider : Optional[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.
mktcap_min : Optional[int]
Filter by market cap greater than this value. (provider: fmp)
mktcap_max : Optional[int]
Filter by market cap less than this value. (provider: fmp)
price_min : Optional[float]
Filter by price greater than this value. (provider: fmp)
price_max : Optional[float]
Filter by price less than this value. (provider: fmp)
beta_min : Optional[float]
Filter by a beta greater than this value. (provider: fmp)
beta_max : Optional[float]
Filter by a beta less than this value. (provider: fmp)
volume_min : Optional[int]
Filter by volume greater than this value. (provider: fmp)
volume_max : Optional[int]
Filter by volume less than this value. (provider: fmp)
dividend_min : Optional[float]
Filter by dividend amount greater than this value. (provider: fmp)
dividend_max : Optional[float]
Filter by dividend amount less than this value. (provider: fmp)
is_etf : Optional[bool]
If true, returns only ETFs. (provider: fmp)
is_active : Optional[bool]
If false, returns only inactive tickers. (provider: fmp)
sector : Optional[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. (provider: fmp)
industry : Optional[str]
Filter by industry. (provider: fmp)
country : Optional[str]
Filter by country, as a two-letter country code. (provider: fmp)
exchange : Optional[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. (provider: fmp)
limit : Optional[int]
Limit the number of results to return. (provider: fmp)
Returns
-------
OBBject
results : List[EquityScreener]
Serializable results.
provider : Optional[Literal['fmp']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
EquityScreener
--------------
symbol : str
Symbol representing the entity requested in the data.
name : str
Name of the company.
market_cap : Optional[int]
The market cap of ticker. (provider: fmp)
sector : Optional[str]
The sector the ticker belongs to. (provider: fmp)
industry : Optional[str]
The industry ticker belongs to. (provider: fmp)
beta : Optional[float]
The beta of the ETF. (provider: fmp)
price : Optional[float]
The current price. (provider: fmp)
last_annual_dividend : Optional[float]
The last annual amount dividend paid. (provider: fmp)
volume : Optional[int]
The current trading volume. (provider: fmp)
exchange : Optional[str]
The exchange code the asset trades on. (provider: fmp)
exchange_name : Optional[str]
The full name of the primary exchange. (provider: fmp)
country : Optional[str]
The two-letter country abbreviation where the head office is located. (provider: fmp)
is_etf : Optional[Literal[True, False]]
Whether the ticker is an ETF. (provider: fmp)
actively_trading : Optional[Literal[True, False]]
Whether the ETF is actively trading. (provider: fmp)
Example
-------
>>> from openbb import obb
>>> obb.equity.screener()
""" # noqa: E501
inputs = filter_inputs(
provider_choices={
"provider": provider,
},
standard_params={},
extra_params=kwargs,
)
return self._run(
"/equity/screener",
**inputs,
)
@validate
def search(
self,
query: Annotated[str, OpenBBCustomParameter(description="Search query.")] = "",
is_symbol: Annotated[
bool,
OpenBBCustomParameter(description="Whether to search by ticker symbol."),
] = False,
provider: Optional[Literal["sec"]] = None,
**kwargs
) -> OBBject[List[Data]]:
"""Equity Search. Search for a company or stock ticker.
Parameters
----------
query : str
Search query.
is_symbol : bool
Whether to search by ticker symbol.
provider : Optional[Literal['sec']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'sec' if there is
no default.
is_fund : bool
Whether to direct the search to the list of mutual funds and ETFs. (provider: sec)
use_cache : bool
Whether to use the cache or not. Company names, tickers, and CIKs are cached for seven days. (provider: sec)
Returns
-------
OBBject
results : List[EquitySearch]
Serializable results.
provider : Optional[Literal['sec']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
EquitySearch
------------
symbol : str
Symbol representing the entity requested in the data.
name : str
Name of the company.
cik : Optional[str]
Central Index Key (provider: sec)
Example
-------
>>> from openbb import obb
>>> obb.equity.search()
""" # noqa: E501
inputs = filter_inputs(
provider_choices={
"provider": provider,
},
standard_params={
"query": query,
"is_symbol": is_symbol,
},
extra_params=kwargs,
)
return self._run(
"/equity/search",
**inputs,
)
@property
def shorts(self): # route = "/equity/shorts"
from . import equity_shorts
return equity_shorts.ROUTER_equity_shorts(command_runner=self._command_runner)
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