eodhd 0.19.5

data/lib/Eodhd/EodData.rb

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+# Eodhd/EodData.rb
+# Eodhd::EodData
+
+class Eodhd
+  class EodData
+    class << self
+      def all(client: nil, api_token: nil, exchange_code:, symbol:, period: 'd', from: nil, to: nil)
+        load(client: client, api_token: api_token, exchange_code: exchange_code, symbol: symbol, period: period, from: from, to: to)
+      end
+
+      private
+
+      def load(client: nil, api_token: nil, exchange_code:, symbol:, period:, from:, to:)
+        client ||= Client.new(api_token: api_token)
+        client.eod_data(exchange_id: exchange_code, symbol: symbol, period: period, from: from, to: to).collect do |eod_data|
+          self.new(
+            exchange_code: eod_data['exchange_code'],
+            symbol: eod_data['symbol'],
+            date: eod_data['date'],
+            open: eod_data['open'],
+            high: eod_data['high'],
+            low: eod_data['low'],
+            close: eod_data['close'],
+            adjusted_close: eod_data['adjusted_close'],
+            volume: eod_data['volume']
+          )
+        end
+      end
+    end # class << self
+
+    attr_reader\
+      :exchange_code,
+      :symbol,
+      :date,
+      :open,
+      :high,
+      :low,
+      :close,
+      :adjusted_close,
+      :volume
+
+    private
+
+    def initialize(exchange_code:, symbol:, date:, open:, high:, low:, close:, adjusted_close:, volume:)
+      @exchange_code = exchange_code
+      @symbol = symbol
+      @date = date
+      @open = open
+      @high = high
+      @low = low
+      @close = close
+      @adjusted_close = adjusted_close
+      @volume = volume
+    end
+  end
+end

data/lib/Eodhd/Error.rb

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+# Eodhd/Error.rb
+# Eodhd::Error
+
+class Eodhd
+  class Error < RuntimeError
+    attr_reader :code, :message, :body
+
+    private
+
+    def initialize(code:, message:, body:)
+      @code = code
+      @message = message
+      @body = body
+    end
+  end
+end

data/lib/Eodhd/Exchange.rb

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+# Eodhd/Exchange.rb
+# Eodhd::Exchange
+
+class Eodhd
+  class Exchange
+    class << self
+      def all(client: nil, api_token: nil)
+        load(client: client, api_token: api_token)
+      end
+
+      private
+
+      def load(client: nil, api_token: nil)
+        client ||= Client.new(api_token: api_token)
+        client.exchanges_list.collect do |exchange|
+          self.new(
+            name: exchange['Name'],
+            code: exchange['Code'],
+            operating_mic: exchange['OperatingMIC'],
+            country: exchange['Country'],
+            currency: exchange['Currency'],
+            country_iso2: exchange['CountryISO2'],
+            country_iso3: exchange['CountryISO3']
+          )
+        end
+      end
+    end # class << self
+
+    attr_reader\
+      :name,
+      :code,
+      :operating_mic,
+      :country,
+      :currency,
+      :country_iso2,
+      :country_iso3
+
+    private
+
+    def initialize(name:, code:, operating_mic:, country:, currency:, country_iso2:, country_iso3:)
+      @name = name
+      @code = code
+      @operating_mic = operating_mic
+      @country = country
+      @currency = currency
+      @country_iso2 = country_iso2
+      @country_iso3 = country_iso3
+    end
+  end
+end

data/lib/Eodhd/ExchangeSymbol.rb

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+# Eodhd/ExchangeSymbol.rb
+# Eodhd::ExchangeSymbol
+
+class Eodhd
+  class ExchangeSymbol
+    class << self
+      def all(client: nil, api_token: nil, exchange_code: nil)
+        load(client: client, api_token: api_token, exchange_code: exchange_code)
+      end
+
+      private
+
+      def load(client: nil, api_token: nil, exchange_code: nil)
+        client ||= Client.new(api_token: api_token)
+        client.exchange_symbol_list(exchange_code: exchange_code).collect do |symbol|
+          self.new(
+            code: symbol['Code'],
+            name: symbol['Name'],
+            country: symbol['Country'],
+            exchange: symbol['Exchange'],
+            currency: symbol['Currency'],
+            type: symbol['Type'],
+            isin: symbol['Isin']
+          )
+        end
+      end
+    end # class << self
+
+    attr_reader\
+      :code,
+      :name,
+      :country,
+      :exchange,
+      :currency,
+      :type,
+      :isin
+
+    private
+
+    def initialize(code:, name:, country:, exchange:, currency:, type:, isin:)
+      @code = code
+      @name = name
+      @country = country
+      @exchange = exchange
+      @currency = currency
+      @type = type
+      @isin = isin
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/AnalystRatings.rb

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+# Eodhd/Fundamentals/AnalystRatings.rb
+# Eodhd::Fundamentals::AnalystRatings
+
+class Eodhd
+  class Fundamentals
+    class AnalystRatings
+      attr_reader\
+        :rating,
+        :target_price,
+        :strong_buy,
+        :buy,
+        :hold,
+        :sell,
+        :strong_sell
+
+      private
+
+      def initialize(data)
+        @rating = data['Rating']
+        @target_price = data['TargetPrice']
+        @strong_buy = data['StrongBuy']
+        @buy = data['Buy']
+        @hold = data['Hold']
+        @sell = data['Sell']
+        @strong_sell = data['StrongSell']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/ESGScores.rb

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+# Eodhd/Fundamentals/ESGScores.rb
+# Eodhd::Fundamentals::ESGScores
+
+class Eodhd
+  class Fundamentals
+    class ESGScores
+      attr_reader\
+        :rating_date,
+        :total_esg,
+        :total_esg_percentile,
+        :environment_score,
+        :environment_score_percentile,
+        :social_score,
+        :social_score_percentile,
+        :governance_score,
+        :governance_score_percentile,
+        :controversy_level,
+        :activities_involvement
+
+      private
+
+      def initialize(data)
+        @rating_date = data['RatingDate']
+        @total_esg = data['TotalEsg']
+        @total_esg_percentile = data['TotalEsgPercentile']
+        @environment_score = data['EnvironmentScore']
+        @environment_score_percentile = data['EnvironmentScorePercentile']
+        @social_score = data['SocialScore']
+        @social_score_percentile = data['SocialScorePercentile']
+        @governance_score = data['GovernanceScore']
+        @governance_score_percentile = data['GovernanceScorePercentile']
+        @controversy_level = data['ControversyLevel']
+        @activities_involvement = data['ActivitiesInvolvement']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Earnings/AnnualEntry.rb

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+# Eodhd/Fundamentals/Earnings/AnnualEntry.rb
+# Eodhd::Fundamentals::Earnings::AnnualEntry
+
+class Eodhd
+  class Fundamentals
+    class Earnings
+      class AnnualEntry
+        attr_reader\
+          :date,
+          :eps_actual
+
+        private
+
+        def initialize(data)
+          @date = data['date']
+          @eps_actual = data['epsActual']
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Earnings/HistoryEntry.rb

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+# Eodhd/Fundamentals/Earnings/HistoryEntry.rb
+# Eodhd::Fundamentals::Earnings::HistoryEntry
+
+class Eodhd
+  class Fundamentals
+    class Earnings
+      class HistoryEntry
+        attr_reader\
+          :report_date,
+          :date,
+          :before_after_market,
+          :currency,
+          :eps_actual,
+          :eps_estimate,
+          :eps_difference,
+          :surprise_percent
+
+        private
+
+        def initialize(data)
+          @report_date = data['reportDate']
+          @date = data['date']
+          @before_after_market = data['beforeAfterMarket']
+          @currency = data['currency']
+          @eps_actual = data['epsActual']
+          @eps_estimate = data['epsEstimate']
+          @eps_difference = data['epsDifference']
+          @surprise_percent = data['surprisePercent']
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Earnings/TrendEntry.rb

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+# Eodhd/Fundamentals/Earnings/TrendEntry.rb
+# Eodhd::Fundamentals::Earnings::TrendEntry
+
+class Eodhd
+  class Fundamentals
+    class Earnings
+      class TrendEntry
+        attr_reader\
+          :date,
+          :period,
+          :growth,
+          :earnings_estimate_avg,
+          :earnings_estimate_low,
+          :earnings_estimate_high,
+          :earnings_estimate_year_ago_eps,
+          :earnings_estimate_number_of_analysts,
+          :earnings_estimate_growth,
+          :revenue_estimate_avg,
+          :revenue_estimate_low,
+          :revenue_estimate_high,
+          :revenue_estimate_year_ago_eps,
+          :revenue_estimate_number_of_analysts,
+          :revenue_estimate_growth,
+          :eps_trend_current,
+          :eps_trend_7_days_ago,
+          :eps_trend_30_days_ago,
+          :eps_trend_60_days_ago,
+          :eps_trend_90_days_ago,
+          :eps_revisions_up_last_7_days,
+          :eps_revisions_up_last_30_days,
+          :eps_revisions_down_last_7_days,
+          :eps_revisions_down_last_30_days
+
+        private
+
+        def initialize(data)
+          @date = data['date']
+          @period = data['period']
+          @growth = data['growth']
+          @earnings_estimate_avg = data['earningsEstimateAvg']
+          @earnings_estimate_low = data['earningsEstimateLow']
+          @earnings_estimate_high = data['earningsEstimateHigh']
+          @earnings_estimate_year_ago_eps = data['earningsEstimateYearAgoEps']
+          @earnings_estimate_number_of_analysts = data['earningsEstimateNumberOfAnalysts']
+          @earnings_estimate_growth = data['earningsEstimateGrowth']
+          @revenue_estimate_avg = data['revenueEstimateAvg']
+          @revenue_estimate_low = data['revenueEstimateLow']
+          @revenue_estimate_high = data['revenueEstimateHigh']
+          @revenue_estimate_year_ago_eps = data['revenueEstimateYearAgoEps']
+          @revenue_estimate_number_of_analysts = data['revenueEstimateNumberOfAnalysts']
+          @revenue_estimate_growth = data['revenueEstimateGrowth']
+          @eps_trend_current = data['epsTrendCurrent']
+          @eps_trend_7_days_ago = data['epsTrend7daysAgo']
+          @eps_trend_30_days_ago = data['epsTrend30daysAgo']
+          @eps_trend_60_days_ago = data['epsTrend60daysAgo']
+          @eps_trend_90_days_ago = data['epsTrend90daysAgo']
+          @eps_revisions_up_last_7_days = data['epsRevisionsUpLast7days']
+          @eps_revisions_up_last_30_days = data['epsRevisionsUpLast30days']
+          @eps_revisions_down_last_7_days = data['epsRevisionsDownLast7days']
+          @eps_revisions_down_last_30_days = data['epsRevisionsDownLast30days']
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Earnings.rb

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+# Eodhd/Fundamentals/Earnings.rb
+# Eodhd::Fundamentals::Earnings
+
+require_relative './Earnings/AnnualEntry'
+require_relative './Earnings/HistoryEntry'
+require_relative './Earnings/TrendEntry'
+
+class Eodhd
+  class Fundamentals
+    class Earnings
+      attr_reader\
+        :history,
+        :trend,
+        :annual
+
+      private
+
+      def initialize(data)
+        @annual = wrap(data['Annual'], AnnualEntry)
+        @history = wrap(data['History'], HistoryEntry)
+        @trend = wrap(data['Trend'], TrendEntry)
+      end
+
+      def wrap(entries, entry_class)
+        return [] unless entries
+        entries.values.map{|entry| entry_class.new(entry)}.sort_by(&:date)
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Financials/BalanceSheet/Entry.rb

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+# Eodhd/Fundamentals/Financials/BalanceSheet/Entry.rb
+# Eodhd::Fundamentals::Financials::BalanceSheet::Entry
+
+class Eodhd
+  class Fundamentals
+    class Financials
+      class BalanceSheet
+        class Entry
+          attr_reader\
+            :date,
+            :filing_date,
+            :currency_symbol,
+            :total_assets,
+            :intangible_assets,
+            :earning_assets,
+            :other_current_assets,
+            :total_liabilities,
+            :total_stockholder_equity,
+            :deferred_long_term_liabilities,
+            :other_current_liabilities,
+            :common_stock,
+            :capital_stock,
+            :retained_earnings,
+            :other_liabilities,
+            :goodwill,
+            :other_assets,
+            :cash,
+            :cash_and_equivalents,
+            :total_current_liabilities,
+            :current_deferred_revenue,
+            :net_debt,
+            :short_term_debt,
+            :short_long_term_debt,
+            :short_long_term_debt_total,
+            :other_stockholder_equity,
+            :property_plant_equipment,
+            :total_current_assets,
+            :long_term_investments,
+            :net_tangible_assets,
+            :short_term_investments,
+            :net_receivables,
+            :long_term_debt,
+            :inventory,
+            :accounts_payable,
+            :total_permanent_equity,
+            :noncontrolling_interest_in_consolidated_entity,
+            :temporary_equity_redeemable_noncontrolling_interests,
+            :accumulated_other_comprehensive_income,
+            :additional_paid_in_capital,
+            :common_stock_total_equity,
+            :preferred_stock_total_equity,
+            :retained_earnings_total_equity,
+            :treasury_stock,
+            :accumulated_amortization,
+            :non_current_assets_other,
+            :deferred_long_term_asset_charges,
+            :non_current_assets_total,
+            :capital_lease_obligations,
+            :long_term_debt_total,
+            :non_current_liabilities_other,
+            :non_current_liabilities_total,
+            :negative_goodwill,
+            :warrants,
+            :preferred_stock_redeemable,
+            :capital_surplus,
+            :liabilities_and_stockholders_equity,
+            :cash_and_short_term_investments,
+            :property_plant_and_equipment_gross,
+            :property_plant_and_equipment_net,
+            :accumulated_depreciation,
+            :net_working_capital,
+            :net_invested_capital,
+            :common_stock_shares_outstanding
+
+          private
+
+          def initialize(data)
+            @date = data['date']
+            @filing_date = data['filing_date']
+            @currency_symbol = data['currency_symbol']
+            @total_assets = data['totalAssets']
+            @intangible_assets = data['intangibleAssets']
+            @earning_assets = data['earningAssets']
+            @other_current_assets = data['otherCurrentAssets']
+            @total_liabilities = data['totalLiab']
+            @total_stockholder_equity = data['totalStockholderEquity']
+            @deferred_long_term_liabilities = data['deferredLongTermLiab']
+            @other_current_liabilities = data['otherCurrentLiab']
+            @common_stock = data['commonStock']
+            @capital_stock = data['capitalStock']
+            @retained_earnings = data['retainedEarnings']
+            @other_liabilities = data['otherLiab']
+            @goodwill = data['goodWill']
+            @other_assets = data['otherAssets']
+            @cash = data['cash']
+            @cash_and_equivalents = data['cashAndEquivalents']
+            @total_current_liabilities = data['totalCurrentLiabilities']
+            @current_deferred_revenue = data['currentDeferredRevenue']
+            @net_debt = data['netDebt']
+            @short_term_debt = data['shortTermDebt']
+            @short_long_term_debt = data['shortLongTermDebt']
+            @short_long_term_debt_total = data['shortLongTermDebtTotal']
+            @other_stockholder_equity = data['otherStockholderEquity']
+            @property_plant_equipment = data['propertyPlantEquipment']
+            @total_current_assets = data['totalCurrentAssets']
+            @long_term_investments = data['longTermInvestments']
+            @net_tangible_assets = data['netTangibleAssets']
+            @short_term_investments = data['shortTermInvestments']
+            @net_receivables = data['netReceivables']
+            @long_term_debt = data['longTermDebt']
+            @inventory = data['inventory']
+            @accounts_payable = data['accountsPayable']
+            @total_permanent_equity = data['totalPermanentEquity']
+            @noncontrolling_interest_in_consolidated_entity = data['noncontrollingInterestInConsolidatedEntity']
+            @temporary_equity_redeemable_noncontrolling_interests = data['temporaryEquityRedeemableNoncontrollingInterests']
+            @accumulated_other_comprehensive_income = data['accumulatedOtherComprehensiveIncome']
+            @additional_paid_in_capital = data['additionalPaidInCapital']
+            @common_stock_total_equity = data['commonStockTotalEquity']
+            @preferred_stock_total_equity = data['preferredStockTotalEquity']
+            @retained_earnings_total_equity = data['retainedEarningsTotalEquity']
+            @treasury_stock = data['treasuryStock']
+            @accumulated_amortization = data['accumulatedAmortization']
+            @non_current_assets_other = data['nonCurrrentAssetsOther']
+            @deferred_long_term_asset_charges = data['deferredLongTermAssetCharges']
+            @non_current_assets_total = data['nonCurrentAssetsTotal']
+            @capital_lease_obligations = data['capitalLeaseObligations']
+            @long_term_debt_total = data['longTermDebtTotal']
+            @non_current_liabilities_other = data['nonCurrentLiabilitiesOther']
+            @non_current_liabilities_total = data['nonCurrentLiabilitiesTotal']
+            @negative_goodwill = data['negativeGoodwill']
+            @warrants = data['warrants']
+            @preferred_stock_redeemable = data['preferredStockRedeemable']
+            @capital_surplus = data['capitalSurpluse']
+            @liabilities_and_stockholders_equity = data['liabilitiesAndStockholdersEquity']
+            @cash_and_short_term_investments = data['cashAndShortTermInvestments']
+            @property_plant_and_equipment_gross = data['propertyPlantAndEquipmentGross']
+            @property_plant_and_equipment_net = data['propertyPlantAndEquipmentNet']
+            @accumulated_depreciation = data['accumulatedDepreciation']
+            @net_working_capital = data['netWorkingCapital']
+            @net_invested_capital = data['netInvestedCapital']
+            @common_stock_shares_outstanding = data['commonStockSharesOutstanding']
+          end
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Financials/BalanceSheet.rb

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+# Eodhd/Fundamentals/Financials/BalanceSheet.rb
+# Eodhd::Fundamentals::Financials::BalanceSheet
+
+require_relative './BalanceSheet/Entry'
+
+class Eodhd
+  class Fundamentals
+    class Financials
+      class BalanceSheet
+        attr_reader\
+          :quarterly,
+          :yearly
+
+        private
+
+        def initialize(data)
+          @yearly = wrap(data['yearly'])
+          @quarterly = wrap(data['quarterly'])
+        end
+
+        def wrap(entries)
+          return [] unless entries
+          entries.values.map{|entry| Entry.new(entry)}.sort_by(&:date)
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Financials/CashFlow/Entry.rb

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+# Eodhd/Fundamentals/Financials/CashFlow/Entry.rb
+# Eodhd::Fundamentals::Financials::CashFlow::Entry
+
+class Eodhd
+  class Fundamentals
+    class Financials
+      class CashFlow
+        class Entry
+          attr_reader\
+            :date,
+            :filing_date,
+            :currency_symbol,
+            :investments,
+            :change_to_liabilities,
+            :total_cashflows_from_investing_activities,
+            :net_borrowings,
+            :total_cash_from_financing_activities,
+            :change_to_operating_activities,
+            :net_income,
+            :change_in_cash,
+            :begin_period_cash_flow,
+            :end_period_cash_flow,
+            :total_cash_from_operating_activities,
+            :issuance_of_capital_stock,
+            :depreciation,
+            :other_cashflows_from_investing_activities,
+            :dividends_paid,
+            :change_to_inventory,
+            :change_to_account_receivables,
+            :sale_purchase_of_stock,
+            :other_cashflows_from_financing_activities,
+            :change_to_netincome,
+            :capital_expenditures,
+            :change_receivables,
+            :cash_flows_other_operating,
+            :exchange_rate_changes,
+            :cash_and_cash_equivalents_changes,
+            :change_in_working_capital,
+            :stock_based_compensation,
+            :other_non_cash_items,
+            :free_cash_flow
+
+          private
+
+          def initialize(data)
+            @date = data['date']
+            @filing_date = data['filing_date']
+            @currency_symbol = data['currency_symbol']
+            @investments = data['investments']
+            @change_to_liabilities = data['changeToLiabilities']
+            @total_cashflows_from_investing_activities = data['totalCashflowsFromInvestingActivities']
+            @net_borrowings = data['netBorrowings']
+            @total_cash_from_financing_activities = data['totalCashFromFinancingActivities']
+            @change_to_operating_activities = data['changeToOperatingActivities']
+            @net_income = data['netIncome']
+            @change_in_cash = data['changeInCash']
+            @begin_period_cash_flow = data['beginPeriodCashFlow']
+            @end_period_cash_flow = data['endPeriodCashFlow']
+            @total_cash_from_operating_activities = data['totalCashFromOperatingActivities']
+            @issuance_of_capital_stock = data['issuanceOfCapitalStock']
+            @depreciation = data['depreciation']
+            @other_cashflows_from_investing_activities = data['otherCashflowsFromInvestingActivities']
+            @dividends_paid = data['dividendsPaid']
+            @change_to_inventory = data['changeToInventory']
+            @change_to_account_receivables = data['changeToAccountReceivables']
+            @sale_purchase_of_stock = data['salePurchaseOfStock']
+            @other_cashflows_from_financing_activities = data['otherCashflowsFromFinancingActivities']
+            @change_to_netincome = data['changeToNetincome']
+            @capital_expenditures = data['capitalExpenditures']
+            @change_receivables = data['changeReceivables']
+            @cash_flows_other_operating = data['cashFlowsOtherOperating']
+            @exchange_rate_changes = data['exchangeRateChanges']
+            @cash_and_cash_equivalents_changes = data['cashAndCashEquivalentsChanges']
+            @change_in_working_capital = data['changeInWorkingCapital']
+            @stock_based_compensation = data['stockBasedCompensation']
+            @other_non_cash_items = data['otherNonCashItems']
+            @free_cash_flow = data['freeCashFlow']
+          end
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Financials/CashFlow.rb

@@ -0,0 +1,28 @@
+# Eodhd/Fundamentals/Financials/CashFlow.rb
+# Eodhd::Fundamentals::Financials::CashFlow
+
+require_relative './CashFlow/Entry'
+
+class Eodhd
+  class Fundamentals
+    class Financials
+      class CashFlow
+        attr_reader\
+          :quarterly,
+          :yearly
+
+        private
+
+        def initialize(data)
+          @yearly = wrap(data['yearly'])
+          @quarterly = wrap(data['quarterly'])
+        end
+
+        def wrap(entries)
+          return [] unless entries
+          entries.values.map{|entry| Entry.new(entry)}.sort_by(&:date)
+        end
+      end
+    end
+  end
+end