histock-filter 0.1.0 → 1.1.0
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- checksums.yaml +4 -4
- data/.rspec +1 -0
- data/.travis.yml +2 -0
- data/CHANGELOG.md +34 -0
- data/Gemfile +4 -0
- data/README.md +229 -6
- data/histock-filter.gemspec +2 -2
- data/lib/histock/filter.rb +47 -3
- data/lib/histock/filter/helper.rb +27 -0
- data/lib/histock/filter/version.rb +1 -1
- metadata +12 -11
checksums.yaml
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metadata.gz: 968f1e689116b47e3638f0ec920e7c80d4b53c17334a3593f165f66268c6985af54cf938baa78b84c3bd0bada415f5dff6aff574d75bf9004c33d6b89a27601f
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data.tar.gz: d0a7c60edb131d9e4701b82bc14429335b94e98eef3af5828667dc617aaf9d1b924cbae91b0eddfbdc23692a61cb3bd6dbe4c0d991abdd0e8b6af9c805143d91
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data/.rspec
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data/.travis.yml
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data/CHANGELOG.md
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## v1.1.0
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[full changelog](http://github.com/ysato5654/histock-filter/compare/v1.0.0...v1.1.0)
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* support new request
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- price to earning ratio
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- price book ratio
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## v1.0.0
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[full changelog](http://github.com/ysato5654/histock-filter/compare/v0.4.1...v1.0.0)
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* change class of output date
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- String -> Integer / Float
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## v0.4.1
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[full changelog](http://github.com/ysato5654/histock-filter/compare/v0.4.0...v0.4.1)
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* 'month' option is not supported from this version
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## v0.4.0
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[full changelog](http://github.com/ysato5654/histock-filter/compare/v0.2.0...v0.4.0)
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* change request name
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- before: financial statements
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after: monthly revenue
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* support new request
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- profit ratio
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- income rate
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## v0.2.0
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[full changelog](http://github.com/ysato5654/histock-filter/compare/v0.1.0...v0.2.0)
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* support new request
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- financial statements
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## v0.1.0
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* first beta release
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data/Gemfile
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data/README.md
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[](https://badge.fury.io/rb/histock-filter)
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[](https://travis-ci.org/ysato5654/histock-filter)
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[](https://coveralls.io/github/ysato5654/histock-filter?branch=master)
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# Histock::Filter
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-
[HiStock嗨投資理財社群](https://histock.tw/)
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histock-filter is Ruby library to get the finance data of listed stock on the Taiwan stock exchange market from [HiStock嗨投資理財社群](https://histock.tw/).
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If you would like to get more basic data (row data), refer to [histock-simplefilter](https://github.com/ysato5654/histock-simplefilter).
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## Installation
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## Usage
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### Dividend Policy
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```rb
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require 'histock/filter'
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histock = Histock::Filter.new
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histock.dividend_policy('2330')
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# [
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# {
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# "所屬年度" => "2019",
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# "發放年度" => "2020",
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# "除權日" => "",
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# "除息日" => "06/18",
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# "除權息前股價" => 297.5,
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# "股票股利" => 0,
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# "現金股利" => 2.5,
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# "EPS" => 13.32,
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# "配息率" => 18.77,
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# "現金殖利率" => 0.84,
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# "扣抵稅率" => 0.00,
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# "增資配股率" => 0,
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# "增資認購價" => 0
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# },
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# {},
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# :
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# ]
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```
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### Basic Financial Statements
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#### Monthly Revenue
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| key | type |
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|-----|------|
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| 年度/月份 | string |
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| 單月營收 | integer |
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| 去年同月營收 | integer |
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| 單月月增率 | float |
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| 單月年增率 | float |
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| 累計營收 | integer |
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| 去年累計營收 | integer |
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| 累積年增率 | float |
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```rb
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require 'histock/filter'
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histock = Histock::Filter.new
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histock.monthly_revenue('2330')
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# [
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# {
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# "年度/月份" => "2020/04",
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# "單月營收" => 96001568,
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# "去年同月營收" => 74693616,
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# "單月月增率" => -15.4,
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# "單月年增率" => 28.5,
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# "累計營收" => 406598784,
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# "去年累計營收" => 293398112,
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# "累積年增率" => 38.6
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# },
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# {},
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# :
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# ]
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```
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#### Income Statement
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| key | type |
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|-----|------|
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| 年度/季別 | string |
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| 營收 | integer |
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| 毛利 | integer |
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| 營業利益 | integer |
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| 稅前淨利 | integer |
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| 稅後淨利 | integer |
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```rb
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histock = Histock::Filter.new
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histock.income_statement('2330')
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# [
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# {
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# "年度/季別"" => "2019Q4",
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# "營收" => 317237065,
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# "毛利" => 159240985,
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# "營業利益" => 124243722,
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# "稅前淨利" => 128781973,
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# "稅後淨利" => 116078194
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# },
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# {},
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# :
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# ]
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```
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### Profitability
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#### Profit Ratio
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| key | type |
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|-----|------|
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| 年度/季別 | string |
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| 毛利率 | float |
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| 營業利益率 | float |
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| 稅前淨利率 | float |
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| 稅後淨利率 | float |
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```rb
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histock = Histock::Filter.new
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histock.profit_ratio('2330')
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# [
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# {
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# "年度/季別" => "2019Q4",
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# "毛利率" => 50.20,
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# "營業利益率" => 39.16,
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# "稅前淨利率" => 40.59,
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# "稅後淨利率" => 36.59
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# },
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# {},
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# :
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# ]
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```
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#### Income Rate
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##### Monthly Data
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| key | type |
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|-----|------|
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| 年度/季別 | string |
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| ROE | float |
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| ROA | float |
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```rb
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histock = Histock::Filter.new
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histock.income_rate('2330', 'month')
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# [
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# {
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# "年度/季別" => "2020Q1",
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# "ROE" => 7.10,
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# "ROA" => 5.08
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# },
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# {},
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# :
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# ]
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```
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##### Quarterly Data
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| key | type |
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|-----|------|
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| 年度/季別 | string |
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| 近四季ROE | float |
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| 近四季ROA | float |
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```rb
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histock = Histock::Filter.new
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histock.income_rate('2330', 'quarter')
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# [
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# {
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# "年度/季別" => "2020Q1",
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# "近四季ROE" => 23.45,
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# "近四季ROA" => 17.70
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# },
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# {},
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# :
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# ]
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```
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##### Yearly Data
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| key | type |
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|-----|------|
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| 年度 | string |
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| 年度ROE | float |
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| 年度ROA | float |
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```rb
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histock = Histock::Filter.new
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histock.income_rate('2330', 'year')
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# [
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# {
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# "年度" => "2019",
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# "年度ROE" => 20.93,
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# "年度ROA" => 15.86
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# },
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# {},
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# :
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# ]
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```
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### Corporate Value
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#### PER
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| key | type |
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|-----|------|
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| 年度/月份 | string |
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| 本益比 | float |
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```rb
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histock = Histock::Filter.new
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histock.price_to_earning_ratio('2330')
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# [
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# {
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# "年度/月份" => "2020/06",
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# "本益比" => 20.44
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# },
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# {},
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# :
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# ]
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```
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#### PBR
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| key | type |
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|-----|------|
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| 年度/月份 | string |
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| 股價淨值比 | float |
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```rb
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histock = Histock::Filter.new
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histock.
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histock.price_book_ratio('2330')
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# [
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# {
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-
#
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#
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#
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# {
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# "年度/月份" => "2020/06",
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# "股價淨值比" => 4.89
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# },
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# {},
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# :
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# ]
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```
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data/histock-filter.gemspec
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spec.required_ruby_version = '~> 2.5'
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spec.add_runtime_dependency 'histock-simplefilter', '
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spec.add_runtime_dependency 'histock-simplefilter', '~> 0.5.0'
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spec.add_development_dependency 'bundler', '~> 2.0'
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spec.add_development_dependency 'rake', '
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spec.add_development_dependency 'rake', '~> 13.0'
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spec.add_development_dependency 'rspec', '~> 3.0'
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spec.add_development_dependency 'travis', '>= 1.9.0'
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end
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data/lib/histock/filter.rb
CHANGED
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@@ -1,20 +1,64 @@
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1
1
|
require 'histock/simplefilter'
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|
2
2
|
require File.expand_path(File.dirname(__FILE__)) + '/filter/version'
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|
3
|
+
require File.expand_path(File.dirname(__FILE__)) + '/filter/helper'
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|
3
4
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|
4
5
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module Histock
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|
5
6
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class Filter
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6
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-
CONFIG = [
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|
7
|
+
CONFIG = [
|
|
8
|
+
# one argument
|
|
9
|
+
[
|
|
10
|
+
'monthly_revenue',
|
|
11
|
+
'income_statement',
|
|
12
|
+
'dividend_policy',
|
|
13
|
+
'profit_ratio',
|
|
14
|
+
'price_to_earning_ratio',
|
|
15
|
+
'price_book_ratio'
|
|
16
|
+
],
|
|
17
|
+
# two arguments
|
|
18
|
+
[
|
|
19
|
+
'income_rate'
|
|
20
|
+
]
|
|
21
|
+
]
|
|
7
22
|
|
|
8
23
|
def initialize
|
|
9
24
|
end
|
|
10
25
|
|
|
11
|
-
CONFIG.each do |method_name|
|
|
26
|
+
CONFIG.first.each do |method_name|
|
|
12
27
|
define_method method_name do |param|
|
|
13
28
|
histock = Histock::Simplefilter.new
|
|
14
29
|
table = histock.send(method_name, param)
|
|
15
30
|
|
|
16
|
-
table
|
|
31
|
+
parse(table)
|
|
17
32
|
end
|
|
18
33
|
end
|
|
34
|
+
|
|
35
|
+
CONFIG.last.each do |method_name|
|
|
36
|
+
define_method method_name do |param, param2|
|
|
37
|
+
histock = Histock::Simplefilter.new
|
|
38
|
+
table = histock.send(method_name, param, param2)
|
|
39
|
+
|
|
40
|
+
parse(table)
|
|
41
|
+
end
|
|
42
|
+
end
|
|
43
|
+
|
|
44
|
+
private
|
|
45
|
+
|
|
46
|
+
def parse(table)
|
|
47
|
+
list = table[1..-1].map { |e| table.first.zip(e).to_h }
|
|
48
|
+
|
|
49
|
+
list.each do |hash|
|
|
50
|
+
hash.each do |key, val|
|
|
51
|
+
if Histock::Helper.is_persentage?(val)
|
|
52
|
+
hash[key] = Histock::Helper.persentage_to_number(val)
|
|
53
|
+
elsif Histock::Helper.is_currency?(val)
|
|
54
|
+
hash[key] = Histock::Helper.currency_to_number(val)
|
|
55
|
+
elsif Histock::Helper.is_float?(val)
|
|
56
|
+
hash[key] = val.to_f
|
|
57
|
+
end
|
|
58
|
+
end
|
|
59
|
+
end
|
|
60
|
+
|
|
61
|
+
list
|
|
62
|
+
end
|
|
19
63
|
end
|
|
20
64
|
end
|
|
@@ -0,0 +1,27 @@
|
|
|
1
|
+
module Histock
|
|
2
|
+
class Helper
|
|
3
|
+
class << self
|
|
4
|
+
def is_persentage?(str)
|
|
5
|
+
str.match(/^[+-]?([0-9]+(\.[0-9]*)?|\.[0-9]+)%$/).nil? ? false : true
|
|
6
|
+
end
|
|
7
|
+
|
|
8
|
+
def is_currency?(str)
|
|
9
|
+
str.match(/^[+-]?\d{1,3}(,\d{3})*$/).nil? ? false : true
|
|
10
|
+
end
|
|
11
|
+
|
|
12
|
+
def is_float?(str)
|
|
13
|
+
str.match(/^[+-]?([0-9]+(\.[0-9]*)?|\.[0-9]+)$/).nil? ? false : true
|
|
14
|
+
end
|
|
15
|
+
|
|
16
|
+
# should check str by 'is_persentage?' method before calling this method
|
|
17
|
+
def persentage_to_number(str)
|
|
18
|
+
str.to_s.gsub(/%/,'').to_f
|
|
19
|
+
end
|
|
20
|
+
|
|
21
|
+
# should check str by 'is_currency?' method before calling this method
|
|
22
|
+
def currency_to_number(str)
|
|
23
|
+
str.to_s.gsub(/[$,]/,'').to_i
|
|
24
|
+
end
|
|
25
|
+
end
|
|
26
|
+
end
|
|
27
|
+
end
|
metadata
CHANGED
|
@@ -1,29 +1,29 @@
|
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
|
2
2
|
name: histock-filter
|
|
3
3
|
version: !ruby/object:Gem::Version
|
|
4
|
-
version:
|
|
4
|
+
version: 1.1.0
|
|
5
5
|
platform: ruby
|
|
6
6
|
authors:
|
|
7
7
|
- Yuya Sato
|
|
8
8
|
autorequire:
|
|
9
9
|
bindir: exe
|
|
10
10
|
cert_chain: []
|
|
11
|
-
date: 2020-
|
|
11
|
+
date: 2020-06-13 00:00:00.000000000 Z
|
|
12
12
|
dependencies:
|
|
13
13
|
- !ruby/object:Gem::Dependency
|
|
14
14
|
name: histock-simplefilter
|
|
15
15
|
requirement: !ruby/object:Gem::Requirement
|
|
16
16
|
requirements:
|
|
17
|
-
- -
|
|
17
|
+
- - "~>"
|
|
18
18
|
- !ruby/object:Gem::Version
|
|
19
|
-
version: 0.
|
|
19
|
+
version: 0.5.0
|
|
20
20
|
type: :runtime
|
|
21
21
|
prerelease: false
|
|
22
22
|
version_requirements: !ruby/object:Gem::Requirement
|
|
23
23
|
requirements:
|
|
24
|
-
- -
|
|
24
|
+
- - "~>"
|
|
25
25
|
- !ruby/object:Gem::Version
|
|
26
|
-
version: 0.
|
|
26
|
+
version: 0.5.0
|
|
27
27
|
- !ruby/object:Gem::Dependency
|
|
28
28
|
name: bundler
|
|
29
29
|
requirement: !ruby/object:Gem::Requirement
|
|
@@ -42,16 +42,16 @@ dependencies:
|
|
|
42
42
|
name: rake
|
|
43
43
|
requirement: !ruby/object:Gem::Requirement
|
|
44
44
|
requirements:
|
|
45
|
-
- - "
|
|
45
|
+
- - "~>"
|
|
46
46
|
- !ruby/object:Gem::Version
|
|
47
|
-
version:
|
|
47
|
+
version: '13.0'
|
|
48
48
|
type: :development
|
|
49
49
|
prerelease: false
|
|
50
50
|
version_requirements: !ruby/object:Gem::Requirement
|
|
51
51
|
requirements:
|
|
52
|
-
- - "
|
|
52
|
+
- - "~>"
|
|
53
53
|
- !ruby/object:Gem::Version
|
|
54
|
-
version:
|
|
54
|
+
version: '13.0'
|
|
55
55
|
- !ruby/object:Gem::Dependency
|
|
56
56
|
name: rspec
|
|
57
57
|
requirement: !ruby/object:Gem::Requirement
|
|
@@ -99,6 +99,7 @@ files:
|
|
|
99
99
|
- bin/setup
|
|
100
100
|
- histock-filter.gemspec
|
|
101
101
|
- lib/histock/filter.rb
|
|
102
|
+
- lib/histock/filter/helper.rb
|
|
102
103
|
- lib/histock/filter/version.rb
|
|
103
104
|
homepage: https://github.com/ysato5654/histock-filter
|
|
104
105
|
licenses:
|
|
@@ -122,7 +123,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
|
|
|
122
123
|
- !ruby/object:Gem::Version
|
|
123
124
|
version: '0'
|
|
124
125
|
requirements: []
|
|
125
|
-
rubygems_version: 3.1.
|
|
126
|
+
rubygems_version: 3.1.3
|
|
126
127
|
signing_key:
|
|
127
128
|
specification_version: 4
|
|
128
129
|
summary: HiStock (https://histock.tw/) filter
|