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* Add polygon to fundamentals * Update fa menu text * Update fa menu text * tests for _model * wording/lint * _view tests Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
106 lines
3.2 KiB
Python
106 lines
3.2 KiB
Python
"""Polygon Model"""
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__docformat__ = "numpy"
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import logging
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import pandas as pd
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import requests
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from openbb_terminal import config_terminal as cfg
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from openbb_terminal.decorators import log_start_end
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from openbb_terminal.rich_config import console
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logger = logging.getLogger(__name__)
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@log_start_end(log=logger)
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def get_financials(
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ticker: str, financial: str, quarterly: bool = False
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) -> pd.DataFrame:
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"""Get ticker financials from polygon
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Parameters
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----------
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ticker: str
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Stock ticker
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quarterly:bool
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Flag to get quarterly reports
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Returns
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-------
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pd.DataFrame
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Balance Sheets or Income Statements
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"""
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# Note the filing date is over 30 years so will always get as many as allowed
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json_request = requests.get(
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"https://api.polygon.io/vX/reference/financials?"
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f"ticker={ticker}"
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f"&timeframe={['annual','quarterly'][quarterly]}"
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"&limit=100"
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"&filing_date.gte=1980-01-01"
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f"&apiKey={cfg.API_POLYGON_KEY}"
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).json()
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if financial not in ["balance", "income"]:
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console.print("financial must be 'balance' or 'income'.\n")
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return pd.DataFrame()
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if json_request["status"] == "ERROR":
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console.print(json_request["status"])
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return pd.DataFrame()
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all_results = json_request["results"]
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if len(all_results) == 0:
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console.print("No financials found.\n")
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return pd.DataFrame()
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balance_sheets = pd.DataFrame()
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income_statements = pd.DataFrame()
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first = True
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for single_thing in all_results:
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if first:
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balance_sheets = pd.concat(
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[
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pd.DataFrame(),
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pd.DataFrame.from_dict(
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single_thing["financials"]["balance_sheet"], orient="index"
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),
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],
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axis=1,
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)
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balance_sheets = balance_sheets[["value"]]
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balance_sheets.columns = [single_thing["filing_date"]]
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income_statements = pd.concat(
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[
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pd.DataFrame(),
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pd.DataFrame.from_dict(
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single_thing["financials"]["income_statement"], orient="index"
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),
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],
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axis=1,
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)
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income_statements = income_statements[["value"]]
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income_statements.columns = [single_thing["filing_date"]]
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first = False
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else:
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values = pd.DataFrame(
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pd.DataFrame.from_dict(
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single_thing["financials"]["balance_sheet"], orient="index"
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).value
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)
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values.columns = [single_thing["filing_date"]]
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balance_sheets = pd.concat([balance_sheets, values], axis=1)
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values = pd.DataFrame(
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pd.DataFrame.from_dict(
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single_thing["financials"]["income_statement"], orient="index"
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).value
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)
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values.columns = [single_thing["filing_date"]]
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income_statements = pd.concat([income_statements, values], axis=1)
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return balance_sheets if financial == "balance" else income_statements
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