equityiq 0.1.0__py3-none-any.whl

equityiq/__init__.py

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+from .health import HealthAnalyzer
+from .valuation import ValuationAnalyzer
+from .signals import SignalAnalyzer
+from .report import Report
+from .fundamental import FundamentalAnalyzer
+from .projection import Projector
+from .multiples_valuation import MultiplesValuation
+
+__version__ = "0.1.0"
+__author__ = "Marcos Salguero"

equityiq/data/__init__.py

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+from .fetcher import (
+    get_stock_info,
+    get_price_history,
+    get_income_statement,
+    get_balance_sheet,
+    get_cash_flow,
+    get_financials,
+    get_full_data,
+)

equityiq/data/fetcher.py

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+import yfinance as yf
+import pandas as pd
+from typing import Optional
+
+
+def get_stock_info(ticker: str) -> dict:
+    """
+    Returns general information and fundamentals of a stock.
+
+    Args:
+        ticker: Stock ticker symbol (e.g. 'AAPL', 'MSFT')
+
+    Returns:
+        Dictionary with company info and key metrics
+    """
+    stock = yf.Ticker(ticker)
+    info = stock.info
+
+    if not info or "symbol" not in info:
+        raise ValueError(
+            f"Could not retrieve data for ticker '{ticker}'. "
+            f"Please check the symbol is correct."
+        )
+    return info
+
+
+def get_price_history(
+    ticker: str,
+    period: str = "1y",
+    interval: str = "1d"
+) -> pd.DataFrame:
+    """
+    Returns historical price data for a stock.
+
+    Args:
+        ticker: Stock ticker symbol
+        period: Time period ('1mo', '3mo', '6mo', '1y', '2y', '5y')
+        interval: Data interval ('1d', '1wk', '1mo')
+
+    Returns:
+        DataFrame with OHLCV data
+    """
+    stock = yf.Ticker(ticker)
+    df = stock.history(period=period, interval=interval)
+
+    if df.empty:
+        raise ValueError(f"No price history found for ticker '{ticker}'.")
+
+    df.index = pd.to_datetime(df.index)
+    return df
+
+
+def get_income_statement(ticker: str, annual: bool = True) -> pd.DataFrame:
+    """
+    Returns a cleaned annual income statement with standardized field names.
+
+    Fields returned (in millions):
+        - revenue, gross_profit, ebit, ebitda, net_income,
+          interest_expense, interest_income, tax_expense,
+          da (depreciation & amortization), eps_diluted, shares_diluted
+
+    Args:
+        ticker: Stock ticker symbol
+        annual: If True returns annual data, else quarterly
+
+    Returns:
+        DataFrame with years as columns and metrics as rows
+    """
+    stock = yf.Ticker(ticker)
+    is_raw = stock.financials if annual else stock.quarterly_financials
+    cf_raw = stock.cashflow if annual else stock.quarterly_cashflow
+
+    if is_raw is None or is_raw.empty:
+        raise ValueError(f"No income statement data available for '{ticker}'.")
+
+    def safe_row(df, *keys):
+        for k in keys:
+            if k in df.index:
+                return df.loc[k]
+        return pd.Series(dtype=float)
+
+    revenue = safe_row(is_raw, "Total Revenue")
+    gross_profit = safe_row(is_raw, "Gross Profit")
+    ebit = safe_row(is_raw, "EBIT", "Operating Income")
+    net_income = safe_row(is_raw, "Net Income")
+    interest_expense = safe_row(is_raw, "Interest Expense")
+    interest_income = safe_row(
+        is_raw, "Interest Income", "Interest And Investment Income"
+    )
+    tax_expense = safe_row(is_raw, "Tax Provision", "Income Tax Expense")
+    da = safe_row(
+        cf_raw,
+        "Depreciation And Amortization",
+        "Depreciation Amortization Depletion",
+    )
+    eps_diluted = safe_row(is_raw, "Diluted EPS")
+    shares_diluted = safe_row(is_raw, "Diluted Average Shares")
+
+    ebitda = ebit + da.reindex(ebit.index, fill_value=0)
+
+    result = pd.DataFrame({
+        "revenue": revenue,
+        "gross_profit": gross_profit,
+        "ebit": ebit,
+        "ebitda": ebitda,
+        "da": da,
+        "net_income": net_income,
+        "interest_expense": interest_expense,
+        "interest_income": interest_income,
+        "tax_expense": tax_expense,
+        "eps_diluted": eps_diluted,
+        "shares_diluted": shares_diluted,
+    }).T
+
+    result.columns = [str(c.year) for c in result.columns]
+    result = result.sort_index(axis=1)
+    result = result / 1e6  # Convert to millions
+    result.loc["eps_diluted"] = result.loc["eps_diluted"] * 1e6  # EPS stays as-is
+    result.loc["shares_diluted"] = (
+        result.loc["shares_diluted"] * 1e6
+    )  # shares back to units
+
+    return result
+
+
+def get_balance_sheet(ticker: str, annual: bool = True) -> pd.DataFrame:
+    """
+    Returns a cleaned annual balance sheet with standardized field names.
+
+    Fields returned (in millions):
+        - cash, marketable_securities, accounts_receivable, inventories,
+          total_current_assets, total_assets, accounts_payable,
+          short_term_debt, long_term_debt, operating_lease_current,
+          operating_lease_non_current, total_equity, unearned_revenue
+
+    Args:
+        ticker: Stock ticker symbol
+        annual: If True returns annual data, else quarterly
+
+    Returns:
+        DataFrame with years as columns and metrics as rows
+    """
+    stock = yf.Ticker(ticker)
+    bs_raw = stock.balance_sheet if annual else stock.quarterly_balance_sheet
+
+    if bs_raw is None or bs_raw.empty:
+        raise ValueError(f"No balance sheet data available for '{ticker}'.")
+
+    def safe_row(df, *keys):
+        for k in keys:
+            if k in df.index:
+                return df.loc[k]
+        return pd.Series(dtype=float)
+
+    result = pd.DataFrame({
+        "cash": safe_row(bs_raw, "Cash And Cash Equivalents"),
+        "marketable_securities": safe_row(
+            bs_raw, "Available For Sale Securities",
+            "Other Short Term Investments"
+        ),
+        "accounts_receivable": safe_row(
+            bs_raw, "Accounts Receivable", "Net Receivables"
+        ),
+        "inventories": safe_row(bs_raw, "Inventory"),
+        "total_current_assets": safe_row(bs_raw, "Current Assets"),
+        "total_assets": safe_row(bs_raw, "Total Assets"),
+        "accounts_payable": safe_row(bs_raw, "Accounts Payable"),
+        "unearned_revenue": safe_row(
+            bs_raw, "Deferred Revenue", "Contract Liabilities"
+        ),
+        "short_term_debt": safe_row(
+            bs_raw, "Current Debt", "Short Term Debt And Current Portion Of Long Term Debt"
+        ),
+        "long_term_debt": safe_row(bs_raw, "Long Term Debt"),
+        "operating_lease_current": safe_row(
+            bs_raw, "Current Deferred Liabilities", "Finance Lease Liability Current"
+        ),
+        "operating_lease_non_current": safe_row(
+            bs_raw, "Non Current Deferred Liabilities",
+            "Finance Lease Liability Non Current"
+        ),
+        "total_equity": safe_row(
+            bs_raw, "Stockholders Equity", "Common Stock Equity"
+        ),
+    }).T
+
+    result.columns = [str(c.year) for c in result.columns]
+    result = result.sort_index(axis=1)
+    result = result / 1e6
+    return result
+
+
+def get_cash_flow(ticker: str, annual: bool = True) -> pd.DataFrame:
+    """
+    Returns a cleaned annual cash flow statement with standardized field names.
+
+    Fields returned (in millions):
+        - cfo (cash from operations), capex, capex_maintenance,
+          capex_expansion, acquisitions, repurchases, dividends,
+          net_change_in_cash, stock_based_compensation
+
+    Args:
+        ticker: Stock ticker symbol
+        annual: If True returns annual data, else quarterly
+
+    Returns:
+        DataFrame with years as columns and metrics as rows
+    """
+    stock = yf.Ticker(ticker)
+    cf_raw = stock.cashflow if annual else stock.quarterly_cashflow
+
+    if cf_raw is None or cf_raw.empty:
+        raise ValueError(f"No cash flow data available for '{ticker}'.")
+
+    def safe_row(df, *keys):
+        for k in keys:
+            if k in df.index:
+                return df.loc[k]
+        return pd.Series(dtype=float)
+
+    da = safe_row(
+        cf_raw,
+        "Depreciation And Amortization",
+        "Depreciation Amortization Depletion",
+    )
+    capex = safe_row(cf_raw, "Capital Expenditure")
+    capex_maintenance = -da.abs()  # Use D&A as proxy for maintenance capex
+    capex_expansion = capex - capex_maintenance
+
+    result = pd.DataFrame({
+        "cfo": safe_row(cf_raw, "Operating Cash Flow"),
+        "capex": capex,
+        "capex_maintenance": capex_maintenance,
+        "capex_expansion": capex_expansion,
+        "da": da,
+        "acquisitions": safe_row(cf_raw, "Acquisitions Net"),
+        "repurchases": safe_row(
+            cf_raw, "Repurchase Of Capital Stock", "Common Stock Repurchased"
+        ),
+        "dividends": safe_row(
+            cf_raw, "Common Stock Dividend Paid", "Payment Of Dividends"
+        ),
+        "stock_based_compensation": safe_row(cf_raw, "Stock Based Compensation"),
+        "net_change_in_cash": safe_row(cf_raw, "Changes In Cash"),
+    }).T
+
+    result.columns = [str(c.year) for c in result.columns]
+    result = result.sort_index(axis=1)
+    result = result / 1e6
+    return result
+
+
+def get_financials(ticker: str) -> dict:
+    """
+    Returns the main financial statements of a company (legacy format).
+
+    Args:
+        ticker: Stock ticker symbol
+
+    Returns:
+        Dictionary with income statement, balance sheet and cash flow
+    """
+    stock = yf.Ticker(ticker)
+    return {
+        "income_statement": stock.financials,
+        "balance_sheet": stock.balance_sheet,
+        "cash_flow": stock.cashflow,
+    }
+
+
+def get_full_data(ticker: str) -> dict:
+    """
+    Returns all available data for a stock in a single call.
+
+    Args:
+        ticker: Stock ticker symbol
+
+    Returns:
+        Dictionary with info, price history and all financial statements
+    """
+    return {
+        "info": get_stock_info(ticker),
+        "price_history": get_price_history(ticker),
+        "income_statement": get_income_statement(ticker),
+        "balance_sheet": get_balance_sheet(ticker),
+        "cash_flow": get_cash_flow(ticker),
+    }