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* Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * This is not a function on CA * Update _index.md * Update _index.md * Update _index.md * Update _index.md * This command does not exist on CA * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Type in dcf help text * Missing the index on dividends function * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Missing index * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Fix missing index * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Fix missing index * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * doesn't exists The command 'disp' doesn't exist on the /stocks/options/ menu. 2022 Feb 16, 08:49 (✨) /stocks/options/ $ disp usage: options {calc,yf,tr,info,pcr,load,exp,vol,voi,oi,hist,chains,grhist,unu,plot,parity,binom,vsurf,greeks,payoff,pricing,screen,cls,home,h,?,help,q,quit,..,exit,r,reset} options: error: argument cmd: invalid choice: 'disp' (choose from 'calc', 'yf', 'tr', 'info', 'pcr', 'load', 'exp', 'vol', 'voi', 'oi', 'hist', 'chains', 'grhist', 'unu', 'plot', 'parity', 'binom', 'vsurf', 'greeks', 'payoff', 'pricing', 'screen', 'cls', 'home', 'h', '?', 'help', 'q', 'quit', '..', 'exit', 'r', 'reset') The command 'disp' doesn't exist on the /stocks/options/ menu. 2022 Feb 16, 08:49 (✨) /stocks/options/ $ * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Create _index.md * Create _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update and rename website/content/common/quantitative_analysis/data/_index.md to website/content/common/quantitative_analysis/raw/_index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Black formatting * Update _index.md * Update _index.md * small ba edits * black formatting code * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * Update _index.md * black formatting code + mc axes * Update _index.md * Update _index.md * Update _index.md * regression * regression * Update _index.md * codespell * codespell * flake8 fix Co-authored-by: Jeroen Bouma <jeroenbouma@MacBook-Pro-van-Jeroen.local> Co-authored-by: jmaslek <jmaslek11@gmail.com>
837 lines
36 KiB
Python
837 lines
36 KiB
Python
"""Fundamental Analysis Controller."""
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__docformat__ = "numpy"
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import argparse
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import logging
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from typing import List
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from prompt_toolkit.completion import NestedCompleter
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from gamestonk_terminal import feature_flags as gtff
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from gamestonk_terminal.decorators import log_start_end
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from gamestonk_terminal.helper_funcs import (
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EXPORT_ONLY_RAW_DATA_ALLOWED,
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check_positive,
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parse_known_args_and_warn,
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)
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from gamestonk_terminal.menu import session
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from gamestonk_terminal.parent_classes import StockBaseController
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from gamestonk_terminal.rich_config import console
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from gamestonk_terminal.stocks import stocks_helper
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from gamestonk_terminal.stocks.fundamental_analysis import (
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av_view,
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business_insider_view,
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dcf_view,
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eclect_us_view,
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finviz_view,
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market_watch_view,
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yahoo_finance_view,
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)
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from gamestonk_terminal.stocks.fundamental_analysis.financial_modeling_prep import (
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fmp_controller,
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fmp_view,
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)
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# pylint: disable=inconsistent-return-statements
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logger = logging.getLogger(__name__)
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class FundamentalAnalysisController(StockBaseController):
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"""Fundamental Analysis Controller class"""
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CHOICES_COMMANDS = [
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"load",
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"analysis",
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"score",
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"warnings",
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"data",
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"income",
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"balance",
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"cash",
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"mgmt",
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"info",
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"shrs",
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"sust",
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"cal",
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"web",
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"hq",
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"overview",
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"key",
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"income",
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"balance",
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"cash",
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"divs",
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"earnings",
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"fraud",
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"dcf",
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]
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CHOICES_MENUS = [
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"fmp",
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]
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PATH = "/stocks/fa/"
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def __init__(
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self,
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ticker: str,
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start: str,
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interval: str,
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suffix: str = "",
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queue: List[str] = None,
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):
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"""Constructor"""
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super().__init__(queue)
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self.ticker = f"{ticker}.{suffix}" if suffix else ticker
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self.start = start
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self.interval = interval
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self.suffix = suffix
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if session and gtff.USE_PROMPT_TOOLKIT:
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choices: dict = {c: {} for c in self.controller_choices}
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choices["load"]["-i"] = {c: {} for c in stocks_helper.INTERVALS}
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choices["load"]["-s"] = {c: {} for c in stocks_helper.SOURCES}
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self.completer = NestedCompleter.from_nested_dict(choices)
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def print_help(self):
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"""Print help."""
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is_foreign_start = "" if not self.suffix else "[unvl]"
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is_foreign_end = "" if not self.suffix else "[/unvl]"
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help_text = f"""[param]
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Ticker: [/param] {self.ticker} [cmds]
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[cmds] data fundamental and technical data of company [src][FinViz][/src]
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mgmt management team of the company [src][Business Insider][/src]
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analysis analyse SEC filings with the help of machine learning [src][Eclect.us][/src]
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score investing score from Warren Buffett, Joseph Piotroski and Benjamin Graham [src][FMP][/src]
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warnings company warnings according to Sean Seah book [src][Market Watch][/src]
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dcf advanced Excel customizable discounted cash flow [src][Stockanalysis][/src][/cmds]
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[src][Yahoo Finance][/src]
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info information scope of the company{is_foreign_start}
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shrs shareholders of the company
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sust sustainability values of the company
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cal calendar earnings and estimates of the company
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web open web browser of the company
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hq open HQ location of the company
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divs show historical dividends for company{is_foreign_end}
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[src][Alpha Vantage][/src]
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overview overview of the company
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key company key metrics
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income income statements of the company
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balance balance sheet of the company
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cash cash flow of the company
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earnings earnings dates and reported EPS
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fraud key fraud ratios[/cmds]
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[info]Other Sources:[/info][menu]
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> fmp profile,quote,enterprise,dcf,income,ratios,growth from FMP[/menu]
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"""
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console.print(text=help_text, menu="Stocks - Fundamental Analysis")
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def custom_reset(self):
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"""Class specific component of reset command"""
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if self.ticker:
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return ["stocks", f"load {self.ticker}", "fa"]
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return []
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@log_start_end(log=logger)
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def call_analysis(self, other_args: List[str]):
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"""Process analysis command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="analysis",
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description="""Display analysis of SEC filings based on NLP model. [Source: https://eclect.us]""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if ns_parser:
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eclect_us_view.display_analysis(self.ticker)
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@log_start_end(log=logger)
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def call_mgmt(self, other_args: List[str]):
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"""Process mgmt command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="mgmt",
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description="""
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Print management team. Namely: Name, Title, Information from google and
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(potentially) Insider Activity page. [Source: Business Insider]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if ns_parser:
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business_insider_view.display_management(
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ticker=self.ticker, export=ns_parser.export
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)
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@log_start_end(log=logger)
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def call_data(self, other_args: List[str]):
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"""Process screener command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="data",
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description="""
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Print several metrics about the company. The following fields are expected:
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Company, Sector, Industry, Country, Index, P/E, EPS (ttm), Insider Own,
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Shs Outstand, Perf Week, Market Cap, Forward P/E, EPS next Y, Insider Trans,
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Shs Float, Perf Month, Income, EPS next Q, Inst Own, Short Float, Perf Quarter,
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Sales, P/S, EPS this Y, Inst Trans, Short Ratio, Perf Half Y, Book/sh, P/B, ROA,
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Target Price, Perf Year, Cash/sh, P/C, ROE, 52W Range, Perf YTD, P/FCF, EPS past 5Y,
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ROI, 52W High, Beta, Quick Ratio, Sales past 5Y, Gross Margin, 52W Low, ATR,
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Employees, Current Ratio, Sales Q/Q, Operating Margin, RSI (14), Volatility, Optionable,
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Debt/Eq, EPS Q/Q, Profit Margin, Rel Volume, Prev Close, Shortable, LT Debt/Eq,
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Earnings, Payout, Avg Volume, Price, Recomendation, SMA20, SMA50, SMA200, Volume, Change.
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[Source: Finviz]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if ns_parser:
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finviz_view.display_screen_data(self.ticker)
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@log_start_end(log=logger)
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def call_score(self, other_args: List[str]):
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"""Process score command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="score",
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description="""
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Value investing tool based on Warren Buffett, Joseph Piotroski
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and Benjamin Graham thoughts [Source: FMP]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if ns_parser:
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fmp_view.valinvest_score(self.ticker)
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@log_start_end(log=logger)
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def call_info(self, other_args: List[str]):
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"""Process info command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="info",
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description="""
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Print information about the company. The following fields are expected:
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Zip, Sector, Full time employees, Long business summary, City, Phone, State, Country,
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Website, Max age, Address, Industry, Previous close, Regular market open, Two hundred
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day average, Payout ratio, Regular market day high, Average daily volume 10 day,
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Regular market previous close, Fifty day average, Open, Average volume 10 days, Beta,
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Regular market day low, Price hint, Currency, Trailing PE, Regular market volume,
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Market cap, Average volume, Price to sales trailing 12 months, Day low, Ask, Ask size,
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Volume, Fifty two week high, Forward PE, Fifty two week low, Bid, Tradeable, Bid size,
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Day high, Exchange, Short name, Long name, Exchange timezone name, Exchange timezone
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short name, Is esg populated, Gmt off set milliseconds, Quote type, Symbol, Message
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board id, Market, Enterprise to revenue, Profit margins, Enterprise to ebitda, 52 week
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change, Forward EPS, Shares outstanding, Book value, Shares short, Shares percent
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shares out, Last fiscal year end, Held percent institutions, Net income to common,
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Trailing EPS, Sand p52 week change, Price to book, Held percent insiders, Next fiscal
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year end, Most recent quarter, Short ratio, Shares short previous month date, Float
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shares, Enterprise value, Last split date, Last split factor, Earnings quarterly growth,
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Date short interest, PEG ratio, Short percent of float, Shares short prior month,
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Regular market price, Logo_url. [Source: Yahoo Finance]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if ns_parser:
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yahoo_finance_view.display_info(self.ticker)
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@log_start_end(log=logger)
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def call_shrs(self, other_args: List[str]):
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"""Process shrs command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="shrs",
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description="""Print Major, institutional and mutualfunds shareholders.
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[Source: Yahoo Finance]""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if not self.suffix:
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if ns_parser:
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yahoo_finance_view.display_shareholders(self.ticker)
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else:
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console.print("Only US tickers are recognized.", "\n")
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@log_start_end(log=logger)
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def call_sust(self, other_args: List[str]):
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"""Process sust command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="sust",
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description="""
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Print sustainability values of the company. The following fields are expected:
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Palmoil, Controversialweapons, Gambling, Socialscore, Nuclear, Furleather, Alcoholic,
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Gmo, Catholic, Socialpercentile, Peercount, Governancescore, Environmentpercentile,
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Animaltesting, Tobacco, Total ESG, Highestcontroversy, ESG Performance, Coal, Pesticides,
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Adult, Percentile, Peergroup, Smallarms, Environmentscore, Governancepercentile,
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Militarycontract. [Source: Yahoo Finance]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if not self.suffix:
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if ns_parser:
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yahoo_finance_view.display_sustainability(self.ticker)
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else:
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console.print("Only US tickers are recognized.", "\n")
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@log_start_end(log=logger)
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def call_cal(self, other_args: List[str]):
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"""Process cal command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="cal",
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description="""
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Calendar earnings of the company. Including revenue and earnings estimates.
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[Source: Yahoo Finance]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if not self.suffix:
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if ns_parser:
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yahoo_finance_view.display_calendar_earnings(ticker=self.ticker)
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else:
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console.print("Only US tickers are recognized.", "\n")
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@log_start_end(log=logger)
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def call_web(self, other_args: List[str]):
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"""Process web command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="web",
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description="""
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Opens company's website. [Source: Yahoo Finance]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if not self.suffix:
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if ns_parser:
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yahoo_finance_view.open_web(self.ticker)
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else:
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console.print("Only US tickers are recognized.", "\n")
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@log_start_end(log=logger)
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def call_hq(self, other_args: List[str]):
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"""Process hq command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="hq",
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description="""
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Opens in Google Maps HQ location of the company. [Source: Yahoo Finance]
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""",
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)
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ns_parser = parse_known_args_and_warn(
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parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
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)
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if not self.suffix:
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if ns_parser:
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yahoo_finance_view.open_headquarters_map(self.ticker)
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else:
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console.print("Only US tickers are recognized.", "\n")
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@log_start_end(log=logger)
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def call_divs(self, other_args: List[str]):
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"""Process divs command."""
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parser = argparse.ArgumentParser(
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add_help=False,
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formatter_class=argparse.ArgumentDefaultsHelpFormatter,
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prog="divs",
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description="Historical dividends for a company",
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)
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parser.add_argument(
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"-l",
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"--limit",
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dest="limit",
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type=check_positive,
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default=16,
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help="Number of previous dividends to show",
|
|
)
|
|
parser.add_argument(
|
|
"-p",
|
|
"--plot",
|
|
dest="plot",
|
|
default=False,
|
|
action="store_true",
|
|
help="Plots changes in dividend over time",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if not self.suffix:
|
|
if ns_parser:
|
|
yahoo_finance_view.display_dividends(
|
|
ticker=self.ticker,
|
|
limit=ns_parser.limit,
|
|
plot=ns_parser.plot,
|
|
export=ns_parser.export,
|
|
)
|
|
else:
|
|
console.print("Only US tickers are recognized.", "\n")
|
|
|
|
@log_start_end(log=logger)
|
|
def call_overview(self, other_args: List[str]):
|
|
"""Process overview command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="overview",
|
|
description="""
|
|
Prints an overview about the company. The following fields are expected:
|
|
Symbol, Asset type, Name, Description, Exchange, Currency, Country, Sector, Industry,
|
|
Address, Full time employees, Fiscal year end, Latest quarter, Market capitalization,
|
|
EBITDA, PE ratio, PEG ratio, Book value, Dividend per share, Dividend yield, EPS,
|
|
Revenue per share TTM, Profit margin, Operating margin TTM, Return on assets TTM,
|
|
Return on equity TTM, Revenue TTM, Gross profit TTM, Diluted EPS TTM, Quarterly
|
|
earnings growth YOY, Quarterly revenue growth YOY, Analyst target price, Trailing PE,
|
|
Forward PE, Price to sales ratio TTM, Price to book ratio, EV to revenue, EV to EBITDA,
|
|
Beta, 52 week high, 52 week low, 50 day moving average, 200 day moving average, Shares
|
|
outstanding, Shares float, Shares short, Shares short prior month, Short ratio, Short
|
|
percent outstanding, Short percent float, Percent insiders, Percent institutions,
|
|
Forward annual dividend rate, Forward annual dividend yield, Payout ratio, Dividend
|
|
date, Ex dividend date, Last split factor, and Last split date. Also, the C i k field
|
|
corresponds to Central Index Key, which can be used to search a company on
|
|
https://www.sec.gov/edgar/searchedgar/cik.htm [Source: Alpha Vantage]
|
|
""",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_overview(self.ticker)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_key(self, other_args: List[str]):
|
|
"""Process overview command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="key",
|
|
description="""
|
|
Gives main key metrics about the company (it's a subset of the Overview data from Alpha
|
|
Vantage API). The following fields are expected: Market capitalization, EBITDA, EPS, PE
|
|
ratio, PEG ratio, Price to book ratio, Return on equity TTM, Payout ratio, Price to
|
|
sales ratio TTM, Dividend yield, 50 day moving average, Analyst target price, Beta
|
|
[Source: Alpha Vantage API]
|
|
""",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_key(self.ticker)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_income(self, other_args: List[str]):
|
|
"""Process income command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="income",
|
|
description="""
|
|
Prints a complete income statement over time. This can be either quarterly or annually.
|
|
The following fields are expected: Accepted date, Cost and expenses, Cost of revenue,
|
|
Depreciation and amortization, Ebitda, Ebitda Ratio, Eps, EPS Diluted, Filling date,
|
|
Final link, General and administrative expenses, Gross profit, Gross profit ratio,
|
|
Income before tax, Income before tax ratio, Income tax expense, Interest expense, Link,
|
|
Net income, Net income ratio, Operating expenses, Operating income, Operating income
|
|
ratio, Other expenses, Period, Research and development expenses, Revenue, Selling and
|
|
marketing expenses, Total other income expenses net, Weighted average shs out, Weighted
|
|
average shs out dil [Source: Alpha Vantage]""",
|
|
)
|
|
parser.add_argument(
|
|
"-l",
|
|
"--limit",
|
|
action="store",
|
|
dest="limit",
|
|
type=check_positive,
|
|
default=1,
|
|
help="Number of latest years/quarters.",
|
|
)
|
|
parser.add_argument(
|
|
"-q",
|
|
"--quarter",
|
|
action="store_true",
|
|
default=False,
|
|
dest="b_quarter",
|
|
help="Quarter fundamental data flag.",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_income_statement(
|
|
ticker=self.ticker,
|
|
limit=ns_parser.limit,
|
|
quarterly=ns_parser.b_quarter,
|
|
export=ns_parser.export,
|
|
)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_balance(self, other_args: List[str]):
|
|
"""Process balance command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="balance",
|
|
description="""
|
|
Prints a complete balance sheet statement over time. This can be either quarterly or
|
|
annually. The following fields are expected: Accepted date, Account payables,
|
|
Accumulated other comprehensive income loss, Cash and cash equivalents, Cash and short
|
|
term investments, Common stock, Deferred revenue, Deferred revenue non current,
|
|
Deferred tax liabilities non current, Filling date, Final link, Goodwill,
|
|
Goodwill and intangible assets, Intangible assets, Inventory, Link, Long term debt,
|
|
Long term investments, Net debt, Net receivables, Other assets, Other current assets,
|
|
Other current liabilities, Other liabilities, Other non current assets, Other non
|
|
current liabilities, Othertotal stockholders equity, Period, Property plant equipment
|
|
net, Retained earnings, Short term debt, Short term investments, Tax assets, Tax
|
|
payables, Total assets, Total current assets, Total current liabilities, Total debt,
|
|
Total investments, Total liabilities, Total liabilities and stockholders equity, Total
|
|
non current assets, Total non current liabilities, and Total stockholders equity.
|
|
[Source: Alpha Vantage]
|
|
""",
|
|
)
|
|
parser.add_argument(
|
|
"-l",
|
|
"--limit",
|
|
action="store",
|
|
dest="limit",
|
|
type=check_positive,
|
|
default=1,
|
|
help="Number of latest years/quarters.",
|
|
)
|
|
parser.add_argument(
|
|
"-q",
|
|
"--quarter",
|
|
action="store_true",
|
|
default=False,
|
|
dest="b_quarter",
|
|
help="Quarter fundamental data flag.",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_balance_sheet(
|
|
ticker=self.ticker,
|
|
limit=ns_parser.limit,
|
|
quarterly=ns_parser.b_quarter,
|
|
export=ns_parser.export,
|
|
)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_cash(self, other_args: List[str]):
|
|
"""Process cash command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="cash",
|
|
description="""
|
|
Prints a complete cash flow statement over time. This can be either quarterly or
|
|
annually. The following fields are expected: Accepted date, Accounts payables, Accounts
|
|
receivables, Acquisitions net, Capital expenditure, Cash at beginning of period, Cash
|
|
at end of period, Change in working capital, Common stock issued, Common stock
|
|
repurchased, Debt repayment, Deferred income tax, Depreciation and amortization,
|
|
Dividends paid, Effect of forex changes on cash, Filling date, Final link, Free cash
|
|
flow, Inventory, Investments in property plant and equipment, Link, Net cash provided
|
|
by operating activities, Net cash used for investing activities, Net cash used provided
|
|
by financing activities, Net change in cash, Net income, Operating cash flow, Other
|
|
financing activities, Other investing activities, Other non cash items, Other working
|
|
capital, Period, Purchases of investments, Sales maturities of investments, Stock based
|
|
compensation. [Source: Alpha Vantage]
|
|
""",
|
|
)
|
|
parser.add_argument(
|
|
"-l",
|
|
"--limit",
|
|
action="store",
|
|
dest="limit",
|
|
type=check_positive,
|
|
default=1,
|
|
help="Number of latest years/quarters.",
|
|
)
|
|
parser.add_argument(
|
|
"-q",
|
|
"--quarter",
|
|
action="store_true",
|
|
default=False,
|
|
dest="b_quarter",
|
|
help="Quarter fundamental data flag.",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_cash_flow(
|
|
ticker=self.ticker,
|
|
limit=ns_parser.limit,
|
|
quarterly=ns_parser.b_quarter,
|
|
export=ns_parser.export,
|
|
)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_earnings(self, other_args: List[str]):
|
|
"""Process earnings command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="earnings",
|
|
description="""
|
|
Print earnings dates and reported EPS of the company. The following fields are
|
|
expected: Fiscal Date Ending and Reported EPS. [Source: Alpha Vantage]
|
|
""",
|
|
)
|
|
parser.add_argument(
|
|
"-q",
|
|
"--quarter",
|
|
action="store_true",
|
|
default=False,
|
|
dest="b_quarter",
|
|
help="Quarter fundamental data flag.",
|
|
)
|
|
parser.add_argument(
|
|
"-l",
|
|
"--limit",
|
|
action="store",
|
|
dest="limit",
|
|
type=check_positive,
|
|
default=5,
|
|
help="Number of latest info",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_earnings(
|
|
ticker=self.ticker,
|
|
limit=ns_parser.limit,
|
|
quarterly=ns_parser.b_quarter,
|
|
)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_fraud(self, other_args: List[str]):
|
|
"""Process fraud command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.RawTextHelpFormatter,
|
|
prog="fraud",
|
|
description=(
|
|
"M-score:\n------------------------------------------------\n"
|
|
"The Beneish model is a statistical model that uses financial ratios calculated with"
|
|
" accounting data of a specific company in order to check if it is likely (high"
|
|
" probability) that the reported earnings of the company have been manipulated."
|
|
" A score of -5 to -2.22 indicated a low chance of fraud, a score of -2.22 to -1.78"
|
|
" indicates a moderate change of fraud, and a score above -1.78 indicated a high"
|
|
" chance of fraud.[Source: Wikipedia]\n\nDSRI:\nDays Sales in Receivables Index"
|
|
" gauges whether receivables and revenue are out of balance, a large number is"
|
|
" expected to be associated with a higher likelihood that revenues and earnings are"
|
|
" overstated.\n\nGMI:\nGross Margin Index shows if gross margins are deteriorating."
|
|
" Research suggests that firms with worsening gross margin are more likely to engage"
|
|
" in earnings management, therefore there should be a positive correlation between"
|
|
" GMI and probability of earnings management.\n\nAQI:\nAsset Quality Index measures"
|
|
" the proportion of assets where potential benefit is less certain. A positive"
|
|
" relation between AQI and earnings manipulation is expected.\n\nSGI:\nSales Growth"
|
|
" Index shows the amount of growth companies are having. Higher growth companies are"
|
|
" more likely to commit fraud so there should be a positive relation between SGI and"
|
|
" earnings management.\n\nDEPI:\nDepreciation Index is the ratio for the rate of"
|
|
" depreciation. A DEPI greater than 1 shows that the depreciation rate has slowed and"
|
|
" is positively correlated with earnings management.\n\nSGAI:\nSales General and"
|
|
" Administrative Expenses Index measures the change in SG&A over sales. There should"
|
|
" be a positive relationship between SGAI and earnings management.\n\nLVGI:\nLeverage"
|
|
" Index represents change in leverage. A LVGI greater than one indicates a lower"
|
|
" change of fraud.\n\nTATA: \nTotal Accruals to Total Assets is a proxy for the"
|
|
" extent that cash underlies earnings. A higher number is associated with a higher"
|
|
" likelihood of manipulation.\n\n\n"
|
|
"Z-score:\n------------------------------------------------\n"
|
|
"The Zmijewski Score is a bankruptcy model used to predict a firm's bankruptcy in two"
|
|
" years. The ratio uses in the Zmijewski score were determined by probit analysis ("
|
|
"think of probit as probability unit). In this case, scores less than .5 represent a"
|
|
" higher probability of default. One of the criticisms that Zmijewski made was that"
|
|
" other bankruptcy scoring models oversampled distressed firms and favored situations"
|
|
" with more complete data.[Source: YCharts]"
|
|
"McKee-score:\n------------------------------------------------\n"
|
|
"The McKee Score is a bankruptcy model used to predict a firm's bankruptcy in one year"
|
|
"It looks at a companie's size, profitability, and liquidity to determine the probability."
|
|
"This model is 80% accurate in predicting bankruptcy."
|
|
),
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
av_view.display_fraud(self.ticker)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_dcf(self, other_args: List[str]):
|
|
"""Process dcf command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="dcf",
|
|
description="""
|
|
A discounted cash flow statement looks to analyze the value of a company. To do
|
|
this we need to predict the future cash flows and then determine how much those
|
|
cash flows are worth to us today.\n\n
|
|
|
|
We predict the future expected cash flows by prediciting what the financial
|
|
statements will look like in the future, and then using this to determine the
|
|
cash the company will have in the future. This cash is paid to share holders.
|
|
We use linear regression to predict the future financial statements.\n\n
|
|
|
|
Once we have our predicted financial statements we need to determine how much the
|
|
cash flows are worth today. This is done with a discount factor. Our DCF allows
|
|
users to choose between Fama French and CAPM for the factor. This allows us
|
|
to calculate the present value of the future cash flows.\n\n
|
|
|
|
The present value of all of these cash payments is the companies' value. Dividing
|
|
this value by the number of shares outstanding allows us to calculate the value of
|
|
each share in a company.\n\n
|
|
""",
|
|
)
|
|
parser.add_argument(
|
|
"-a",
|
|
"--audit",
|
|
action="store_true",
|
|
dest="audit",
|
|
default=False,
|
|
help="Generates a tie-out for financial statement information pulled from online.",
|
|
)
|
|
parser.add_argument(
|
|
"--no-ratios",
|
|
action="store_false",
|
|
dest="ratios",
|
|
default=True,
|
|
help="Removes ratios from DCF.",
|
|
)
|
|
parser.add_argument(
|
|
"--no-filter",
|
|
action="store_true",
|
|
dest="ratios",
|
|
default=False,
|
|
help="Allow similar companies of any market cap to be shown.",
|
|
)
|
|
parser.add_argument(
|
|
"-p" "--prediction",
|
|
type=int,
|
|
dest="prediction",
|
|
default=10,
|
|
help="Number of years to predict before using terminal value.",
|
|
)
|
|
parser.add_argument(
|
|
"-s" "--similar",
|
|
type=int,
|
|
dest="similar",
|
|
default=6,
|
|
help="Number of similar companies to generate ratios for.",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
|
|
if ns_parser:
|
|
dcf = dcf_view.CreateExcelFA(
|
|
self.ticker,
|
|
ns_parser.audit,
|
|
ns_parser.ratios,
|
|
ns_parser.prediction,
|
|
ns_parser.similar,
|
|
)
|
|
dcf.create_workbook()
|
|
|
|
@log_start_end(log=logger)
|
|
def call_warnings(self, other_args: List[str]):
|
|
"""Process warnings command."""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
prog="warnings",
|
|
description="""
|
|
Sean Seah warnings. Check: Consistent historical earnings per share;
|
|
Consistently high return on equity; Consistently high return on assets; 5x Net
|
|
Income > Long-Term Debt; and Interest coverage ratio more than 3. See
|
|
https://www.drwealth.com/gone-fishing-with-buffett-by-sean-seah/comment-page-1/
|
|
[Source: Market Watch]
|
|
""",
|
|
)
|
|
parser.add_argument(
|
|
"-d",
|
|
"--debug",
|
|
action="store_true",
|
|
default=False,
|
|
dest="b_debug",
|
|
help="print insights into warnings calculation.",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
market_watch_view.display_sean_seah_warnings(
|
|
ticker=self.ticker, debug=ns_parser.b_debug
|
|
)
|
|
|
|
@log_start_end(log=logger)
|
|
def call_fmp(self, _):
|
|
"""Process fmp command."""
|
|
self.queue = self.load_class(
|
|
fmp_controller.FinancialModelingPrepController,
|
|
self.ticker,
|
|
self.start,
|
|
self.interval,
|
|
self.queue,
|
|
)
|
|
|
|
|
|
def key_metrics_explained(other_args: List[str]):
|
|
"""Key metrics explained.
|
|
|
|
Parameters
|
|
----------
|
|
other_args : List[str]
|
|
argparse other args
|
|
"""
|
|
parser = argparse.ArgumentParser(
|
|
add_help=False,
|
|
formatter_class=argparse.ArgumentDefaultsHelpFormatter,
|
|
prog="info",
|
|
description="""
|
|
Provides information about main key metrics. Namely: EBITDA,
|
|
EPS, P/E, PEG, FCF, P/B, ROE, DPR, P/S, Dividend Yield Ratio, D/E, and Beta.
|
|
""",
|
|
)
|
|
ns_parser = parse_known_args_and_warn(
|
|
parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
|
|
)
|
|
if ns_parser:
|
|
filepath = "fundamental_analysis/key_metrics_explained.txt"
|
|
with open(filepath) as fp:
|
|
line = fp.readline()
|
|
while line:
|
|
console.print(f"{line.strip()}")
|
|
line = fp.readline()
|
|
console.print("")
|