kensho-kfinance 1.0.3__tar.gz → 1.1.0a0__tar.gz

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/.gitignore

@@ -98,3 +98,5 @@ dmypy.json
 .idea/*
 .vscode/
 
+
+kfinance/version.py

kensho_kfinance-1.1.0a0/.readthedocs.yaml

@@ -0,0 +1,21 @@
+version: 2
+build:
+  os: ubuntu-22.04
+  tools:
+    python: "3.10"
+    # You can also specify other tool versions:
+    # nodejs: "16"
+  # borrowed from here:
+  # https://docs.readthedocs.com/platform/stable/build-customization.html#avoid-having-a-dirty-git-index
+  jobs:
+    pre_install:
+      - git update-index --assume-unchanged docs/conf.py
+
+# Build documentation in the docs/ directory with Sphinx
+sphinx:
+   configuration: docs/conf.py
+
+# Dependencies required to build your docs
+python:
+  install:
+    - requirements: docs/requirements.txt

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/PKG-INFO

@@ -1,6 +1,6 @@
-Metadata-Version: 2.2
+Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 1.0.3
+Version: 1.1.0a0
 Summary: Python CLI for kFinance
 Author-email: Luke Brown <luke.brown@kensho.com>, Michelle Keoy <michelle.keoy@kensho.com>, Keith Page <keith.page@kensho.com>, Matthew Rosen <matthew.rosen@kensho.com>, Nick Roshdieh <nick.roshdieh@kensho.com>
 Project-URL: source, https://github.com/kensho-technologies/kfinance
@@ -28,6 +28,7 @@ Requires-Dist: mypy<2,>=1.15.0; extra == "dev"
 Requires-Dist: pytest<7,>=6.1.2; extra == "dev"
 Requires-Dist: pytest-cov<7,>=6.0.0; extra == "dev"
 Requires-Dist: ruff<1,>=0.9.4; extra == "dev"
+Dynamic: license-file
 
 # kFinance
 
@@ -39,7 +40,7 @@ Any questions or suggestions can be sent to the [kFinance Maintainers](kfinance-
 
 # Setup
 
-You can install kFinance on [PyPI](https://pypi.org/project/kfinance/) via 
+You can install kFinance on [PyPI](https://pypi.org/project/kensho-kfinance/) via 
 
 `pip install kensho-kfinance`
 
@@ -49,6 +50,11 @@ To receive access, please email [S&P Global Market Intelligence](market.intellig
 
 Once access is obtained, get started using the [Authentication Guide](https://docs.kensho.com/llmreadyapi/kf-authentication) and [Usage Guide](https://docs.kensho.com/llmreadyapi/usage).
 
+# Versioning
+The kFinance uses semantic versioning (major, minor, patch). 
+To bump the version, add a new entry in [CHANGELOG.md](kfinance%2FCHANGELOG.md). 
+This will generate a new version of the library as part of the release process.
+
 # License
 
 Use is solely in accordance with the signed agreement between your entity and S&P.

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/README.md

@@ -8,7 +8,7 @@ Any questions or suggestions can be sent to the [kFinance Maintainers](kfinance-
 
 # Setup
 
-You can install kFinance on [PyPI](https://pypi.org/project/kfinance/) via 
+You can install kFinance on [PyPI](https://pypi.org/project/kensho-kfinance/) via 
 
 `pip install kensho-kfinance`
 
@@ -18,6 +18,11 @@ To receive access, please email [S&P Global Market Intelligence](market.intellig
 
 Once access is obtained, get started using the [Authentication Guide](https://docs.kensho.com/llmreadyapi/kf-authentication) and [Usage Guide](https://docs.kensho.com/llmreadyapi/usage).
 
+# Versioning
+The kFinance uses semantic versioning (major, minor, patch). 
+To bump the version, add a new entry in [CHANGELOG.md](kfinance%2FCHANGELOG.md). 
+This will generate a new version of the library as part of the release process.
+
 # License
 
 Use is solely in accordance with the signed agreement between your entity and S&P.

kensho_kfinance-1.1.0a0/docs/conf.py

@@ -0,0 +1,66 @@
+# Configuration file for the Sphinx documentation builder.
+#
+# For the full list of built-in configuration values, see the documentation:
+# https://www.sphinx-doc.org/en/master/usage/configuration.html
+
+# -- Project information -----------------------------------------------------
+# https://www.sphinx-doc.org/en/master/usage/configuration.html#project-information
+from importlib.metadata import version as get_version
+
+project = 'kensho-kfinance'
+copyright = '2025, Kensho Technologies'
+author = 'Kensho Technologies'
+
+# borrowed from here:
+# https://setuptools-scm.readthedocs.io/en/latest/usage/#usage-from-sphinx
+release: str = get_version(project)
+# for example take major/minor
+version: str = ".".join(release.split('.')[:2])
+
+# -- General configuration ---------------------------------------------------
+# https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration
+
+# borrowed from internal Kensho Sphinx configuration
+extensions = [
+    "sphinx.ext.autodoc",
+    "sphinx.ext.intersphinx",
+    "sphinx.ext.coverage",
+    "sphinx.ext.mathjax",
+    "sphinx.ext.githubpages",
+    "sphinx.ext.autosummary",
+    "sphinx.ext.viewcode",
+    "sphinx.ext.napoleon",
+    # 3rd party extensions
+    # m2r2 is to add support to .md files specifically to include README.md files.
+    # See this discussion: https://github.com/sphinx-doc/sphinx/issues/7000
+    "m2r2",
+    # A ReadTheDocs theme for Sphinx
+    "sphinx_rtd_theme",
+]
+
+napoleon_google_docstring = True
+napoleon_use_ivar = True
+
+autosummary_generate = True
+
+# Don't prepend module path prefixes to function definitions. Makes automodule docs less cluttered
+add_module_names = False
+
+# Add any paths that contain templates here, relative to this directory.
+templates_path = ["templates"]
+
+# The suffix of source filenames.
+source_suffix = [".rst", ".md"]
+
+
+
+# -- Options for HTML output -------------------------------------------------
+# https://www.sphinx-doc.org/en/master/usage/configuration.html#options-for-html-output
+
+html_theme = 'sphinx_rtd_theme'
+
+# https://sphinx-rtd-theme.readthedocs.io/en/stable/configuring.html
+html_theme_options = {"body_min_width": 0, "body_max_width": "none"}
+
+# https://www.sphinx-doc.org/en/1.4.9/config.html#confval-html_sidebars
+html_sidebars = {"**": ["globaltoc.html", "relations.html", "searchbox.html"]}

kensho_kfinance-1.1.0a0/docs/index.rst

@@ -0,0 +1,18 @@
+Index
+#####################
+
+Documentation page for kensho-kfinance library.
+
+.. toctree::
+   :hidden:
+   :glob:
+   :maxdepth: 1
+
+   kfinance <kfinance>
+   llm_tools <llm_tools>
+
+Indices and tables
+==================
+
+* :ref:`genindex`
+* :ref:`modindex`

kensho_kfinance-1.1.0a0/docs/kfinance.rst

@@ -0,0 +1,7 @@
+kfinance
+========
+
+.. automodule:: kfinance.kfinance
+   :members:
+   :undoc-members:
+   :inherited-members:

kensho_kfinance-1.1.0a0/docs/llm_tools.rst

@@ -0,0 +1,7 @@
+llm_tools
+=========
+
+.. automodule:: kfinance.llm_tools
+   :members:
+   :undoc-members:
+   :inherited-members:

kensho_kfinance-1.1.0a0/docs/requirements.txt

@@ -0,0 +1,4 @@
+sphinx==8.1.3
+m2r2==0.3.3.post2
+sphinx-rtd-theme==3.0.2
+docutils==0.20

kensho_kfinance-1.1.0a0/docs/templates/apidoc/package.rst_t

@@ -0,0 +1,50 @@
+{% raw %}
+{%- macro automodule(modname, options) -%}
+.. automodule:: {{ modname }}
+{%- for option in options %}
+   :{{ option }}:
+{%- endfor %}
+{%- endmacro %}
+
+{%- macro toctree(docnames) -%}
+.. toctree::
+   :maxdepth: {{ maxdepth }}
+{% for docname in docnames %}
+   {{ docname }}
+{%- endfor %}
+{%- endmacro %}
+
+{%- if is_namespace %}
+{{- [pkgname, "namespace"] | join(" ") | e | heading }}
+{% else %}
+{{- [pkgname] | join(" ") | e | heading }}
+{% endif %}
+
+{%- if modulefirst and not is_namespace %}
+{{ automodule(pkgname, automodule_options) }}
+{% endif %}
+
+{%- if subpackages %}
+{{ toctree(subpackages) }}
+{% endif %}
+
+{%- if submodules %}
+{% if separatemodules %}
+{{ toctree(submodules) }}
+{% else %}
+{%- for submodule in submodules %}
+{% if show_headings %}
+{{- [submodule] | join(" ") | e | heading(2) }}
+{% endif %}
+{{ automodule(submodule, automodule_options) }}
+{% endfor %}
+{%- endif %}
+{%- endif %}
+
+{%- if not modulefirst and not is_namespace %}
+Module contents
+---------------
+
+{{ automodule(pkgname, automodule_options) }}
+{% endif %}
+{% endraw %}

kensho_kfinance-1.1.0a0/docs/templates/apidoc/toc.rst_t

@@ -0,0 +1,10 @@
+{% raw %}
+Index Tree
+==========
+
+.. toctree::
+   :maxdepth: {{ maxdepth }}
+{% for docname in docnames %}
+   {{ docname }}
+{%- endfor %}
+{% endraw %}

kensho_kfinance-1.1.0a0/justfile

@@ -0,0 +1,37 @@
+set dotenv-load
+
+# Just is a command runner. It can be used to provide a shorthand to run
+# complex commands, for example `just lint` for `python -m kensho_lint.lint...`
+
+# Here are some installation instructions:
+# https://github.com/casey/just?tab=readme-ov-file#installation
+# Once installed, you can run any of the commands in this file by
+# prepending them with `just`, for example `just lint` to run the linter.
+# Run `just` shows a list of all available commands
+
+# If there are commands that you believe can be useful to other contributors,
+# feel free to add them.
+
+
+default:
+    just --list
+
+alias l := lint
+# Lint the app directory (both lint and l work). For verbose, use `just lint --verbose`
+lint *args:
+    python -m mypy --config-file pyproject.toml kfinance {{args}}
+    # The ruff linters (check) and formatters (format) are separate.
+    # See https://docs.astral.sh/ruff/formatter/#sorting-imports
+    python -m ruff --config pyproject.toml check kfinance --fix {{args}}
+    python -m ruff --config pyproject.toml format kfinance {{args}}
+
+alias t := unit-test
+# Run unit tests. Use args for optional settings
+unit-test *args:
+    python -m pytest {{args}}
+
+# Build the sphinx documents locally
+# First, copy the dependencies in docs/requirements.txt into pyproject.toml and install in a venv.
+# Don't merge changes to pyproject and docs/output into the remote repo!
+sphinx *args:
+    sphinx-build docs docs/output

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/kensho_kfinance.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
-Metadata-Version: 2.2
+Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 1.0.3
+Version: 1.1.0a0
 Summary: Python CLI for kFinance
 Author-email: Luke Brown <luke.brown@kensho.com>, Michelle Keoy <michelle.keoy@kensho.com>, Keith Page <keith.page@kensho.com>, Matthew Rosen <matthew.rosen@kensho.com>, Nick Roshdieh <nick.roshdieh@kensho.com>
 Project-URL: source, https://github.com/kensho-technologies/kfinance
@@ -28,6 +28,7 @@ Requires-Dist: mypy<2,>=1.15.0; extra == "dev"
 Requires-Dist: pytest<7,>=6.1.2; extra == "dev"
 Requires-Dist: pytest-cov<7,>=6.0.0; extra == "dev"
 Requires-Dist: ruff<1,>=0.9.4; extra == "dev"
+Dynamic: license-file
 
 # kFinance
 
@@ -39,7 +40,7 @@ Any questions or suggestions can be sent to the [kFinance Maintainers](kfinance-
 
 # Setup
 
-You can install kFinance on [PyPI](https://pypi.org/project/kfinance/) via 
+You can install kFinance on [PyPI](https://pypi.org/project/kensho-kfinance/) via 
 
 `pip install kensho-kfinance`
 
@@ -49,6 +50,11 @@ To receive access, please email [S&P Global Market Intelligence](market.intellig
 
 Once access is obtained, get started using the [Authentication Guide](https://docs.kensho.com/llmreadyapi/kf-authentication) and [Usage Guide](https://docs.kensho.com/llmreadyapi/usage).
 
+# Versioning
+The kFinance uses semantic versioning (major, minor, patch). 
+To bump the version, add a new entry in [CHANGELOG.md](kfinance%2FCHANGELOG.md). 
+This will generate a new version of the library as part of the release process.
+
 # License
 
 Use is solely in accordance with the signed agreement between your entity and S&P.

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/kensho_kfinance.egg-info/SOURCES.txt

@@ -1,18 +1,24 @@
 .coveragerc
 .gitignore
+.readthedocs.yaml
 AUTHORS.md
 CODE_OF_CONDUCT.md
 CONTRIBUTING.md
 LICENSE
 README.md
+justfile
 pyproject.toml
 setup.py
 .github/workflows/ci-lint.yml
 .github/workflows/ci-test.yml
 .github/workflows/python-publish.yml
+docs/conf.py
 docs/index.rst
 docs/kfinance.rst
 docs/llm_tools.rst
+docs/requirements.txt
+docs/templates/apidoc/package.rst_t
+docs/templates/apidoc/toc.rst_t
 kensho_kfinance.egg-info/PKG-INFO
 kensho_kfinance.egg-info/SOURCES.txt
 kensho_kfinance.egg-info/dependency_links.txt
@@ -35,5 +41,4 @@ kfinance/tests/test_fetch.py
 kfinance/tests/test_objects.py
 scripts/copyright_line_check.sh
 scripts/lint.sh
-scripts/test.sh
-scripts/docs/make_rst.py
+scripts/test.sh

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/kfinance/CHANGELOG.md

@@ -1,4 +1,7 @@
 # Changelog
+## v1.1.0
+- Add market cap, TEV, and shares outstanding
+
 ## v1.0.3
 - Fix typo for get_history_metadata_from_identifier.
 

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/kfinance/fetch.py

@@ -5,7 +5,14 @@ import jwt
 import requests
 
 from .constants import BusinessRelationshipType, IdentificationTriple
-from .version import __version__ as kfinance_version
+
+
+# version.py gets autogenerated by setuptools-scm and is not available
+# during local development.
+try:
+    from .version import __version__ as kfinance_version
+except ImportError:
+    kfinance_version = "dev"
 
 
 DEFAULT_API_HOST: str = "https://kfinance.kensho.com"
@@ -175,6 +182,20 @@ class KFinanceApiClient:
         url = f"{self.url_base}pricing/{trading_item_id}/metadata"
         return self.fetch(url)
 
+    def fetch_market_caps_tevs_and_shares_outstanding(
+        self,
+        company_id: int,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+    ) -> dict:
+        """Get the market cap, TEV, and shares outstanding for a company."""
+        url = (
+            f"{self.url_base}market_cap/{company_id}/"
+            f"{start_date if start_date is not None else 'none'}/"
+            f"{end_date if end_date is not None else 'none'}"
+        )
+        return self.fetch(url)
+
     def fetch_price_chart(
         self,
         trading_item_id: int,

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/kfinance/llm_tools.py

@@ -4,7 +4,7 @@ import copy
 import datetime
 from enum import Enum
 from functools import partial
-from typing import TYPE_CHECKING, Callable
+from typing import TYPE_CHECKING, Callable, Literal
 
 from langchain_core.tools import StructuredTool
 
@@ -31,23 +31,25 @@ class Model(Enum):
 
 
 def get_latest(use_local_timezone: bool = True) -> LatestPeriods:
-    """Get the latest annual reporting year, latest quarterly reporting quarter and year, and current date. The output is a dictionary with the following schema::
+    """Get the latest annual reporting year, latest quarterly reporting quarter and year, and current date.
 
-    {
-        "annual": {
-            "latest_year": int
-        },
-        "quarterly": {
-            "latest_quarter": int,
-            "latest_year": int
-        },
-        "now": {
-            "current_year": int,
-            "current_quarter": int,
-            "current_month": int,
-            "current_date": str # in format Y-m-d
+    The output is a dictionary with the following schema::
+
+        {
+            "annual": {
+                "latest_year": int
+            },
+            "quarterly": {
+                "latest_quarter": int,
+                "latest_year": int
+            },
+            "now": {
+                "current_year": int,
+                "current_quarter": int,
+                "current_month": int,
+                "current_date": str # in format Y-m-d
+            }
         }
-    }
 
     Args:
         use_local_timezone: whether to use the local timezone of the user
@@ -86,12 +88,14 @@ def get_latest(use_local_timezone: bool = True) -> LatestPeriods:
 
 
 def get_n_quarters_ago(n: int) -> YearAndQuarter:
-    """Get the year and quarter corresponding to [n] quarters before the current quarter. The output is a dictionary with the following schema::
+    """Get the year and quarter corresponding to [n] quarters before the current quarter.
 
-    {
-        "year": int,
-        "quarter": int
-    }
+    The output is a dictionary with the following schema::
+
+        {
+            "year": int,
+            "quarter": int
+        }
 
     Args:
         n: number of quarters before the current quarter
@@ -210,6 +214,31 @@ def get_prices_from_identifier(
     )
 
 
+def get_capitalization_from_identifier(
+    self: Client,
+    identifier: str,
+    capitalization: Literal["market_cap", "tev", "shares_outstanding"],
+    start_date: str | None = None,
+    end_date: str | None = None,
+) -> str:
+    """Get the historical market cap, tev (Total Enterprise Value), or shares outstanding of an identifier, where the identifier can be a ticker, ISIN or CUSIP, between inclusive start_date and inclusive end date.
+
+    Args:
+        identifier: A unique identifier, which can be a ticker symbol, ISIN, or CUSIP.
+        capitalization: The capitalization to retrieve (market_cap, tev, or shares_outstanding)
+        start_date: The start date for historical price retrieval in format YYYY-MM-DD
+        end_date: The end date for historical price retrieval in format YYYY-MM-DD
+    """
+    ticker = self.ticker(identifier)
+    capitalization_to_func: dict[Literal["market_cap", "tev", "shares_outstanding"], Callable] = {
+        "market_cap": ticker.market_cap,
+        "tev": ticker.tev,
+        "shares_outstanding": ticker.shares_outstanding,
+    }
+    func = capitalization_to_func[capitalization]
+    return func(start_date=start_date, end_date=end_date).to_markdown()
+
+
 def get_financial_statement_from_identifier(
     self: Client,
     identifier: str,
@@ -297,6 +326,7 @@ def _llm_tools(self: Client) -> dict[str, Callable]:
         ),
         "get_history_metadata_from_identifier": partial(get_history_metadata_from_identifier, self),
         "get_prices_from_identifier": partial(get_prices_from_identifier, self),
+        "get_capitalization_from_identifier": partial(get_capitalization_from_identifier, self),
         "get_financial_statement_from_identifier": partial(
             get_financial_statement_from_identifier, self
         ),
@@ -323,6 +353,7 @@ def _llm_tool_metadata() -> dict:
         "get_earnings_call_datetimes_from_identifier": tool_schemas.GetEarningsCallDatetimesFromIdentifier,
         "get_history_metadata_from_identifier": tool_schemas.GetHistoryMetadataFromIdentifier,
         "get_prices_from_identifier": tool_schemas.GetPricesFromIdentifier,
+        "get_capitalization_from_identifier": tool_schemas.GetCapitalizationFromIdentifier,
         "get_financial_statement_from_identifier": tool_schemas.GetFinancialStatementFromIdentifier,
         "get_financial_line_item_from_identifier": tool_schemas.GetFinancialLineItemFromIdentifier,
         "get_business_relationship_from_identifier": tool_schemas.GetBusinessRelationshipFromIdentifier,
@@ -516,6 +547,34 @@ _base_tool_descriptions = [
             "additionalProperties": False,
         },
     },
+    {
+        "name": "get_capitalization_from_identifier",
+        "description": "Get the historical market cap, tev (Total Enterprise Value), or shares outstanding of an identifier, where the identifier can be a ticker, ISIN or CUSIP, between inclusive start_date and inclusive end date.",
+        "input_schema": {
+            "type": "object",
+            "properties": {
+                "identifier": {
+                    "type": "string",
+                    "description": "A unique identifier, which can be a ticker symbol, ISIN, or CUSIP.",
+                },
+                "capitalization": {
+                    "type": "string",
+                    "description": "The capitalization to retrieve (market_cap, tev, or shares_outstanding).",
+                    "enum": ["market_cap", "tev", "shares_outstanding"],
+                },
+                "start_date": {
+                    "type": "string",
+                    "description": "The start date for historical price retrieval in format YYYY-MM-DD",
+                },
+                "end_date": {
+                    "type": "string",
+                    "description": "The end date for historical price retrieval in format YYYY-MM-DD",
+                },
+            },
+            "required": ["identifier", "capitalization"],
+            "additionalProperties": False,
+        },
+    },
     {
         "name": "get_financial_statement_from_identifier",
         "description": "Get the financial statement associated with an identifier",

{kensho_kfinance-1.0.3 → kensho_kfinance-1.1.0a0}/kfinance/meta_classes.py

@@ -1,7 +1,7 @@
 from datetime import datetime
 from functools import cache, cached_property
 import logging
-from typing import TYPE_CHECKING, Any, Callable, Optional
+from typing import TYPE_CHECKING, Any, Callable, Literal, Optional
 
 import numpy as np
 import pandas as pd
@@ -18,9 +18,7 @@ logger = logging.getLogger(__name__)
 
 
 class CompanyFunctionsMetaClass:
-    def __init__(self) -> None:
-        """Init company functions"""
-        self.kfinance_api_client: KFinanceApiClient
+    kfinance_api_client: KFinanceApiClient
 
     @cached_property
     def company_id(self) -> Any:
@@ -239,6 +237,78 @@ class CompanyFunctionsMetaClass:
             Companies(self.kfinance_api_client, companies["previous"]),
         )
 
+    def market_cap(
+        self,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+    ) -> pd.DataFrame:
+        """Retrieves market caps for a company between start and end date.
+
+        :param start_date: The start date in format "YYYY-MM-DD", default to None
+        :type start_date: str, optional
+        :param end_date: The end date in format "YYYY-MM-DD", default to None
+        :type end_date: str, optional
+        :return: A DataFrame with a `market_cap` column. The dates are the index.
+        :rtype: pd.DataFrame
+        """
+
+        return self._fetch_market_cap_tev_or_shares_outstanding(
+            column_to_extract="market_cap", start_date=start_date, end_date=end_date
+        )
+
+    def tev(
+        self,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+    ) -> pd.DataFrame:
+        """Retrieves TEV (total enterprise value) for a company between start and end date.
+
+        :param start_date: The start date in format "YYYY-MM-DD", default to None
+        :type start_date: str, optional
+        :param end_date: The end date in format "YYYY-MM-DD", default to None
+        :type end_date: str, optional
+        :return: A DataFrame with a `tev` column. The dates are the index.
+        :rtype: pd.DataFrame
+        """
+
+        return self._fetch_market_cap_tev_or_shares_outstanding(
+            column_to_extract="tev", start_date=start_date, end_date=end_date
+        )
+
+    def shares_outstanding(
+        self,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+    ) -> pd.DataFrame:
+        """Retrieves shares outstanding for a company between start and end date.
+
+        :param start_date: The start date in format "YYYY-MM-DD", default to None
+        :type start_date: str, optional
+        :param end_date: The end date in format "YYYY-MM-DD", default to None
+        :type end_date: str, optional
+        :return: A DataFrame with a `shares_outstanding` column. The dates are the index.
+        :rtype: pd.DataFrame
+        """
+
+        return self._fetch_market_cap_tev_or_shares_outstanding(
+            column_to_extract="shares_outstanding", start_date=start_date, end_date=end_date
+        )
+
+    def _fetch_market_cap_tev_or_shares_outstanding(
+        self,
+        column_to_extract: Literal["market_cap", "tev", "shares_outstanding"],
+        start_date: str | None,
+        end_date: str | None,
+    ) -> pd.DataFrame:
+        """Helper function to fetch market cap, TEV, and shares outstanding."""
+
+        df = pd.DataFrame(
+            self.kfinance_api_client.fetch_market_caps_tevs_and_shares_outstanding(
+                company_id=self.company_id, start_date=start_date, end_date=end_date
+            )["market_caps"]
+        )
+        return df.set_index("date")[[column_to_extract]].apply(pd.to_numeric).replace(np.nan, None)
+
 
 for line_item in LINE_ITEMS:
     line_item_name = line_item["name"]