From fc5ea9d9cc9c7ab262ed14b988393f258fdbddd8 Mon Sep 17 00:00:00 2001 From: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Date: Mon, 27 Nov 2023 23:39:42 +0100 Subject: Notebooks --- examples/financialStatements.ipynb | 750 +------------- examples/findSymbols.ipynb | 1180 +--------------------- examples/loadHistoricalPriceData.ipynb | 1713 +------------------------------- 3 files changed, 71 insertions(+), 3572 deletions(-) diff --git a/examples/financialStatements.ipynb b/examples/financialStatements.ipynb index 12db7e4874c..15859f43159 100644 --- a/examples/financialStatements.ipynb +++ b/examples/financialStatements.ipynb @@ -38,82 +38,9 @@ }, { "cell_type": "code", - "execution_count": 1, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/html": [ - "
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idnametagstatement_codestatement_typeparent_namesequencefactortransactiontypeunit
0tag_BgkbWyMarket CapitalizationmarketcapcalculationsindustrialNoneNaNNoneNonevaluationusd
1tag_kylOqzMarket CapitalizationmarketcapcalculationsfinancialNoneNaNNoneNonevaluationusd
2tag_XLRlqyMarket Sectormarket_sectorcurrentNoneNoneNaNNoneNonesecuritystring
3tag_2gBA8yMarket Categorymarket_categorycurrentNoneNoneNaNNoneNonesecuritystring
4tag_DzonXeMarketing Expensemarketingexpenseincome_statementindustrialtotaloperatingexpenses9.0+debitincome_statement_metricusd
....................................
95tag_nzJAmXTotal Long-Term DebtltdebtandcapleasescalculationsfinancialNoneNaNNoneNonemetricusd
96tag_9XaL5gOther Net Changes in Cashothernetchangesincashcash_flow_statementindustrialnetchangeincash33.0+debitcash_flow_statement_metricusd
97tag_5X7p6zOther Net Changes in Cashothernetchangesincashcash_flow_statementfinancialnetchangeincash37.0+debitcash_flow_statement_metricusd
98tag_qzEwngChanges in Operating Assets and Liabilities, netincreasedecreaseinoperatingcapitalcash_flow_statementfinancialnetcashfromcontinuingoperatingactivities8.0+debitcash_flow_statement_metricusd
99tag_pgVB2gChanges in Operating Assets and Liabilities, netincreasedecreaseinoperatingcapitalcash_flow_statementindustrialnetcashfromcontinuingoperatingactivities7.0+debitcash_flow_statement_metricusd
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value
date
2022-12-316.692963e+10
2023-03-317.502370e+10
2023-06-305.991695e+10
2023-09-305.061437e+10
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" - ], - "text/plain": [ - " value\n", - "date \n", - "2022-12-31 6.692963e+10\n", - "2023-03-31 7.502370e+10\n", - "2023-06-30 5.991695e+10\n", - "2023-09-30 5.061437e+10\n", - "2023-11-22 6.049500e+10" - ] - }, - "execution_count": 8, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "marketcap = (\n", " obb.equity.fundamental.financial_attributes(symbol=\"TGT\", tag = \"marketcap\", period=\"quarter\")\n", @@ -724,20 +243,9 @@ }, { "cell_type": "code", - "execution_count": 9, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "-0.24376733082703084" - ] - }, - "execution_count": 9, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "(\n", " (marketcap.loc[\"2023-09-30\"] - marketcap.loc[\"2022-12-31\"])/marketcap.loc[\"2022-12-31\"]\n", @@ -761,28 +269,9 @@ }, { "cell_type": "code", - "execution_count": 28, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "'Current Quick Ratio: 0.2701'" - ] - }, - "metadata": {}, - "output_type": "display_data" - }, - { - "data": { - "text/plain": [ - "'Median Quick Ratio: 0.5844'" - ] - }, - "metadata": {}, - "output_type": "display_data" - } - ], + "outputs": [], "source": [ "ratios = (\n", " obb.equity.fundamental.ratios(\"TGT\", limit=50, provider=\"fmp\")\n", @@ -806,204 +295,9 @@ }, { "cell_type": "code", - "execution_count": 26, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/html": [ - "
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calendar_year2023202220212020201920182017201620152014
Costco Wholesale Corporation0.0279220.0148600.0265820.0393510.0259060.0274380.0608840.0089410.0307410.037483
BJ's Wholesale Club Holdings, Inc.NaN0.0447090.0672130.1135510.0566300.0911070.0261860.0658710.016947NaN
Dollar Tree, Inc.NaN0.0107560.0139570.0756270.0403380.0412520.0340690.0634650.0166020.041047
Dollar General CorporationNaN0.0082560.0375070.0589730.0369220.0461970.0426090.0507760.0395240.046052
Walmart Inc.0.0312430.0283720.0654620.0445910.0620230.0572750.1010380.0735060.0597120.041544
Big Lots, Inc.NaN-0.5504690.0252620.1157570.069464-0.1118530.0372190.1007210.1104430.089253
Macy's, Inc.NaN0.0504730.2709800.0391110.0913010.1014260.1557610.0989930.0656340.072322
Kohl's CorporationNaN-0.1439610.1896770.1479680.1194920.1397990.0961370.1987900.0816520.110697
The TJX Companies, Inc.0.0271590.0234970.0517690.0401670.0488270.0399350.0536970.0433280.0464420.040643
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" - ], - "text/plain": [ - "calendar_year 2023 2022 2021 2020 \\\n", - "Costco Wholesale Corporation 0.027922 0.014860 0.026582 0.039351 \n", - "BJ's Wholesale Club Holdings, Inc. NaN 0.044709 0.067213 0.113551 \n", - "Dollar Tree, Inc. NaN 0.010756 0.013957 0.075627 \n", - "Dollar General Corporation NaN 0.008256 0.037507 0.058973 \n", - "Walmart Inc. 0.031243 0.028372 0.065462 0.044591 \n", - "Big Lots, Inc. NaN -0.550469 0.025262 0.115757 \n", - "Macy's, Inc. NaN 0.050473 0.270980 0.039111 \n", - "Kohl's Corporation NaN -0.143961 0.189677 0.147968 \n", - "The TJX Companies, Inc. 0.027159 0.023497 0.051769 0.040167 \n", - "\n", - "calendar_year 2019 2018 2017 2016 \\\n", - "Costco Wholesale Corporation 0.025906 0.027438 0.060884 0.008941 \n", - "BJ's Wholesale Club Holdings, Inc. 0.056630 0.091107 0.026186 0.065871 \n", - "Dollar Tree, Inc. 0.040338 0.041252 0.034069 0.063465 \n", - "Dollar General Corporation 0.036922 0.046197 0.042609 0.050776 \n", - "Walmart Inc. 0.062023 0.057275 0.101038 0.073506 \n", - "Big Lots, Inc. 0.069464 -0.111853 0.037219 0.100721 \n", - "Macy's, Inc. 0.091301 0.101426 0.155761 0.098993 \n", - "Kohl's Corporation 0.119492 0.139799 0.096137 0.198790 \n", - "The TJX Companies, Inc. 0.048827 0.039935 0.053697 0.043328 \n", - "\n", - "calendar_year 2015 2014 \n", - "Costco Wholesale Corporation 0.030741 0.037483 \n", - "BJ's Wholesale Club Holdings, Inc. 0.016947 NaN \n", - "Dollar Tree, Inc. 0.016602 0.041047 \n", - "Dollar General Corporation 0.039524 0.046052 \n", - "Walmart Inc. 0.059712 0.041544 \n", - "Big Lots, Inc. 0.110443 0.089253 \n", - "Macy's, Inc. 0.065634 0.072322 \n", - "Kohl's Corporation 0.081652 0.110697 \n", - "The TJX Companies, Inc. 0.046442 0.040643 " - ] - }, - "execution_count": 26, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "# List of other retail chains\n", "tickers = [\"COST\", \"BJ\", \"DLTR\", \"DG\", \"WMT\", \"BIG\", \"M\", \"KSS\", \"TJX\"]\n", diff --git a/examples/findSymbols.ipynb b/examples/findSymbols.ipynb index 1a4eeb196fd..3e26d5896de 100644 --- a/examples/findSymbols.ipynb +++ b/examples/findSymbols.ipynb @@ -16,7 +16,7 @@ }, { "cell_type": "code", - "execution_count": 1, + "execution_count": null, "metadata": {}, "outputs": [], "source": [ @@ -40,20 +40,9 @@ }, { "cell_type": "code", - "execution_count": 2, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "10840" - ] - }, - "execution_count": 2, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "all_companies = obb.equity.search(\"\", provider=\"sec\")\n", "\n", @@ -69,119 +58,9 @@ }, { "cell_type": "code", - "execution_count": 3, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/html": [ - "
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symbolnamecik
0AAPLApple Inc.320193
1MSFTMICROSOFT CORP789019
2GOOGLAlphabet Inc.1652044
3AMZNAMAZON COM INC1018724
4NVDANVIDIA CORP1045810
5METAMeta Platforms, Inc.1326801
6BRK-BBERKSHIRE HATHAWAY INC1067983
7TSLATesla, Inc.1318605
8LLYELI LILLY & Co59478
9VVISA INC.1403161
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namecik
0BERKSHIRE HATHAWAY ENERGY CO0001081316
1BERKSHIRE HATHAWAY FINANCE CORP0001274791
2BERKSHIRE HATHAWAY HOMESTATE INSURANCE CO.0000829771
3BERKSHIRE HATHAWAY INC /DE/0000109694
4BERKSHIRE HATHAWAY INC/DE0000109694
5BERKSHIRE HATHAWAY INC0001067983
6BERKSHIRE HATHAWAY LIFE INSURANCE CO OF NEBRASKA0001015867
7LMZ & BERKSHIRE HATHAWAY CO0001652795
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" - ], - "text/plain": [ - " name cik\n", - "0 BERKSHIRE HATHAWAY ENERGY CO 0001081316\n", - "1 BERKSHIRE HATHAWAY FINANCE CORP 0001274791\n", - "2 BERKSHIRE HATHAWAY HOMESTATE INSURANCE CO. 0000829771\n", - "3 BERKSHIRE HATHAWAY INC /DE/ 0000109694\n", - "4 BERKSHIRE HATHAWAY INC/DE 0000109694\n", - "5 BERKSHIRE HATHAWAY INC 0001067983\n", - "6 BERKSHIRE HATHAWAY LIFE INSURANCE CO OF NEBRASKA 0001015867\n", - "7 LMZ & BERKSHIRE HATHAWAY CO 0001652795" - ] - }, - "execution_count": 4, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "instututions = obb.regulators.sec.institutions_search(\"Berkshire Hathaway\").to_df()\n", "instututions\n" @@ -303,36 +95,9 @@ }, { "cell_type": "code", - "execution_count": 11, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "type 13F-NT\n", - "link https://www.sec.gov/Archives/edgar/data/000082...\n", - "report_date 2023-09-30\n", - "accepted_date 2023-11-14 16:15:06+00:00\n", - "act 34\n", - "items \n", - "primary_doc_description \n", - "primary_doc xslForm13F_X02/primary_doc.xml\n", - "accession_number 0000950123-23-010929\n", - "file_number 028-02226\n", - "film_number 231406391\n", - "is_inline_xbrl 0\n", - "is_xbrl 0\n", - "size 2960\n", - "complete_submission_url https://www.sec.gov/Archives/edgar/data/000082...\n", - "filing_detail_url https://www.sec.gov/Archives/edgar/data/000082...\n", - "Name: 2023-11-14 00:00:00, dtype: object" - ] - }, - "execution_count": 11, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "homestate_filings = obb.equity.fundamental.filings(cik=\"0000829771\", provider=\"sec\")\n", "\n", @@ -348,36 +113,9 @@ }, { "cell_type": "code", - "execution_count": 13, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "type 4\n", - "link https://www.sec.gov/Archives/edgar/data/000032...\n", - "report_date 2023-11-10\n", - "accepted_date 2023-11-14 18:31:09+00:00\n", - "act \n", - "items \n", - "primary_doc_description FORM 4\n", - "primary_doc xslF345X05/wk-form4_1700004649.xml\n", - "accession_number 0000320193-23-000109\n", - "file_number \n", - "film_number \n", - "is_inline_xbrl 0\n", - "is_xbrl 0\n", - "size 5066\n", - "complete_submission_url https://www.sec.gov/Archives/edgar/data/000032...\n", - "filing_detail_url https://www.sec.gov/Archives/edgar/data/000032...\n", - "Name: 2023-11-14 00:00:00, dtype: object" - ] - }, - "execution_count": 13, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "aapl_filings = obb.equity.fundamental.filings(\"AAPL\", type=\"4\", provider=\"sec\")\n", "\n", @@ -397,180 +135,9 @@ }, { "cell_type": "code", - "execution_count": 16, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "1822" - ] - }, - "metadata": {}, - "output_type": "display_data" - }, - { - "data": { - "text/html": [ - "
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symbolnamemarket_capsectorindustrybetapricelast_annual_dividendvolumeexchangeexchange_namecountryis_etfactively_trading
0RELIANCE.NSReliance Industries Limited15895961017165EnergyOil & Gas Refining & Marketing0.7214092349.3592244671NSENational Stock Exchange of IndiaINFalseTrue
1TCS.NSTata Consultancy Services Limited12878392323686TechnologyInformation Technology Services0.5283519.6361473232NSENational Stock Exchange of IndiaINFalseTrue
2HDFCBANK.NSHDFC Bank Limited11345550050918Financial ServicesBanks—Regional0.7142851505.2199665132NSENational Stock Exchange of IndiaINFalseTrue
3ICICIBANK.NSICICI Bank Limited6456176076595Financial ServicesBanks—Regional0.808921.45810561389NSENational Stock Exchange of IndiaINFalseTrue
4INFY.NSInfosys Limited5945857635942TechnologyInformation Technology Services0.5961436.6363584088NSENational Stock Exchange of IndiaINFalseTrue
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" - ], - "text/plain": [ - " symbol name market_cap \\\n", - "0 RELIANCE.NS Reliance Industries Limited 15895961017165 \n", - "1 TCS.NS Tata Consultancy Services Limited 12878392323686 \n", - "2 HDFCBANK.NS HDFC Bank Limited 11345550050918 \n", - "3 ICICIBANK.NS ICICI Bank Limited 6456176076595 \n", - "4 INFY.NS Infosys Limited 5945857635942 \n", - "\n", - " sector industry beta price \\\n", - "0 Energy Oil & Gas Refining & Marketing 0.721409 2349.35 \n", - "1 Technology Information Technology Services 0.528 3519.6 \n", - "2 Financial Services Banks—Regional 0.714285 1505.2 \n", - "3 Financial Services Banks—Regional 0.808 921.45 \n", - "4 Technology Information Technology Services 0.596 1436.6 \n", - "\n", - " last_annual_dividend volume exchange exchange_name \\\n", - "0 9 2244671 NSE National Stock Exchange of India \n", - "1 36 1473232 NSE National Stock Exchange of India \n", - "2 19 9665132 NSE National Stock Exchange of India \n", - "3 8 10561389 NSE National Stock Exchange of India \n", - "4 36 3584088 NSE National Stock Exchange of India \n", - "\n", - " country is_etf actively_trading \n", - "0 IN False True \n", - "1 IN False True \n", - "2 IN False True \n", - "3 IN False True \n", - "4 IN False True " - ] - }, - "execution_count": 16, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "results = obb.equity.screener(country=\"IN\", provider=\"fmp\").to_df()\n", "display(len(results))\n", @@ -586,180 +153,9 @@ }, { "cell_type": "code", - "execution_count": 17, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "190" - ] - }, - "metadata": {}, - "output_type": "display_data" - }, - { - "data": { - "text/html": [ - "
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symbolnamemarket_capsectorindustrybetapricelast_annual_dividendvolumeexchangeexchange_namecountryis_etfactively_trading
0HDFCBANK.NSHDFC Bank Limited11345550050918Financial ServicesBanks—Regional0.7142851505.219.09665132NSENational Stock Exchange of IndiaINFalseTrue
1ICICIBANK.NSICICI Bank Limited6456176076595Financial ServicesBanks—Regional0.808921.458.010561389NSENational Stock Exchange of IndiaINFalseTrue
2SBIN.NSState Bank of India5031248625920Financial ServicesBanks—Regional0.74563.7511.312710950NSENational Stock Exchange of IndiaINFalseTrue
3BAJFINANCE.NSBajaj Finance Limited4282998873754Financial ServicesCredit Services0.9477068.630.01901753NSENational Stock Exchange of IndiaINFalseTrue
4LICI.NSLife Insurance Corporation of India3870900117504Financial ServicesInsurance—Life<NA>612.03.0500820NSENational Stock Exchange of IndiaINFalseTrue
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symbolnamemarket_capsectorindustrybetapricelast_annual_dividendvolumeexchangeexchange_namecountryis_etfactively_trading
0PAGEIND.NSPage Industries Limited418555116755Consumer CyclicalApparel Manufacturing0.46237525.45300.011199NSENational Stock Exchange of IndiaINFalseTrue
1KPRMILL.NSK.P.R. Mill Limited284132900800Consumer CyclicalApparel Manufacturing0.689831.254.15342210NSENational Stock Exchange of IndiaINFalseTrue
2ABFRL.NSAditya Birla Fashion and Retail Limited203500974285Consumer CyclicalApparel Manufacturing0.152214.4<NA>1363689NSENational Stock Exchange of IndiaINFalseTrue
3TRIDENT.NSTrident Limited189060118374Consumer CyclicalTextile Manufacturing0.53237.10.367863777NSENational Stock Exchange of IndiaINFalseTrue
4WELSPUNIND.NSWelspun India Limited157481652339Consumer CyclicalTextile Manufacturing0.423162.050.13348644NSENational Stock Exchange of IndiaINFalseTrue
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" - ], - "text/plain": [ - " symbol name market_cap \\\n", - "0 PAGEIND.NS Page Industries Limited 418555116755 \n", - "1 KPRMILL.NS K.P.R. Mill Limited 284132900800 \n", - "2 ABFRL.NS Aditya Birla Fashion and Retail Limited 203500974285 \n", - "3 TRIDENT.NS Trident Limited 189060118374 \n", - "4 WELSPUNIND.NS Welspun India Limited 157481652339 \n", - "\n", - " sector industry beta price \\\n", - "0 Consumer Cyclical Apparel Manufacturing 0.462 37525.45 \n", - "1 Consumer Cyclical Apparel Manufacturing 0.689 831.25 \n", - "2 Consumer Cyclical Apparel Manufacturing 0.152 214.4 \n", - "3 Consumer Cyclical Textile Manufacturing 0.532 37.1 \n", - "4 Consumer Cyclical Textile Manufacturing 0.423 162.05 \n", - "\n", - " last_annual_dividend volume exchange exchange_name \\\n", - "0 300.0 11199 NSE National Stock Exchange of India \n", - "1 4.15 342210 NSE National Stock Exchange of India \n", - "2 1363689 NSE National Stock Exchange of India \n", - "3 0.36 7863777 NSE National Stock Exchange of India \n", - "4 0.1 3348644 NSE National Stock Exchange of India \n", - "\n", - " country is_etf actively_trading \n", - "0 IN False True \n", - "1 IN False True \n", - "2 IN False True \n", - "3 IN False True \n", - "4 IN False True " - ] - }, - "execution_count": 20, - "metadata": {}, - "output_type": "execute_result" - } - ], + "outputs": [], "source": [ "industry_results = obb.equity.screener(country=\"IN\", industry=\"manufacturing\").to_df()\n", "display(len(industry_results))\n", @@ -966,148 +191,9 @@ }, { "cell_type": "code", - "execution_count": 22, + "execution_count": null, "metadata": {}, - "outputs": [ - { - "data": { - "text/plain": [ - "4" - ] - }, - "metadata": {}, - "output_type": "display_data" - }, - { - "data": { - "text/html": [ - "
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symbolnamemarket_capsectorindustrybetapricevolumeexchangeexchange_namecountryis_etfactively_trading
0AMBOAmbow Education Holding Ltd.4314134Consumer DefensiveEducation & Training Services0.4480.152154634AMEXAmerican Stock ExchangeCNFalseTrue
1ITPIT Tech Packaging, Inc.2922131Basic MaterialsPaper & Paper Products-0.10.290317827AMEXAmerican Stock ExchangeCNFalseTrue
2DXFDunxin Financial Holdings Limited1232011Financial ServicesCredit Services1.6320.31259614AMEXAmerican Stock ExchangeCNFalseTrue
3CPHIChina Pharma Holdings, Inc.1084973Healthcare