neurostats-API 0.0.12__py3-none-any.whl → 0.0.13__py3-none-any.whl

neurostats_API/__init__.py

@@ -1 +1 @@
-__version__='0.0.12'
+__version__='0.0.13'

neurostats_API/fetchers/value_invest.py

@@ -79,6 +79,78 @@ class ValueFetcher(StatsFetcher):
         )
 
         return fetched_data
+    
+    def query_value_serie(self):
+        """
+        回傳指定公司的歷來評價
+        return : Dict[pd.DataFrame]
+        Dict中包含以下八個key, 每個key對應DataFrame
+            {
+                P_E,
+                P_FCF,
+                P_S,
+                P_B,
+                EV_OPI,
+                EV_EBIT,
+                EV_EBITDA,
+                EV_S
+            }
+        """
+
+        pipeline = [
+            {
+                "$match": {
+                    "ticker": self.ticker,
+                }
+            },
+            {
+                "$project": {
+                    "_id": 0,
+                    "ticker": 1,
+                    "company_name": 1,
+                    "daily_data": {
+                        "$map": {
+                            "input": "$daily_data",  # 正確地指定要處理的陣列
+                            "as": "daily",  # 每個元素的名稱
+                            "in": {
+                                "date": "$$daily.date",
+                                "P_E": "$$daily.P_E",
+                                "P_FCF": "$$daily.P_FCF",
+                                "P_B": "$$daily.P_B",
+                                "P_S": "$$daily.P_S",
+                                "EV_OPI": "$$daily.EV_OPI",
+                                "EV_EBIT": "$$daily.EV_EBIT",
+                                "EV_EBITDA": "$$daily.EV_EBITDA",
+                                "EV_S": "$$daily.EV_S"
+                            }
+                        }
+                    }
+                }
+            }
+        ]
+
+        fetched_data = self.collection.aggregate(pipeline).to_list()
+        fetched_data = fetched_data[0]
+
+        value_keys = ["P_E", "P_FCF", "P_B", "P_S", "EV_OPI", "EV_EBIT", "EV_EVITDA", "EV_S"]
+        return_dict = {
+            value_key: dict() for value_key in value_keys
+        }
+
+        for value_key in value_keys:
+            for data in fetched_data['daily_data']:
+                if (value_key not in data.keys()):
+                    continue
+                else:
+                    return_dict[value_key].update({
+                        data['date']: data[value_key] 
+                    })
+
+        return_dict = {
+            value_key: pd.DataFrame.from_dict(value_dict, orient = 'index', columns = [value_key])
+            for value_key, value_dict in return_dict.items()
+        }
+        return return_dict
 
 
 class ValueProcessor(StatsProcessor):

{neurostats_API-0.0.12.dist-info → neurostats_API-0.0.13.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
-Name: neurostats_API
-Version: 0.0.12
+Name: neurostats-API
+Version: 0.0.13
 Summary: The service of NeuroStats website
 Home-page: https://github.com/NeurowattStats/NeuroStats_API.git
 Author: JasonWang@Neurowatt
@@ -14,6 +14,7 @@ Description-Content-Type: text/markdown
 - [使用方法](#使用方法)
     - [下載](#下載)
     - [價值投資](#得到最新一期的評價資料與歷年評價)
+        - [歷史評價](#得到指定公司的歷來評價)
     - [財務分析-重要指標](#財務分析-重要指標)
     - [月營收表](#回傳月營收表)
     - [損益表](#損益表)
@@ -82,7 +83,7 @@ pip install neurostats-API
 ```Python 
 >>> import neurostats_API
 >>> print(neurostats_API.__version__)
-0.0.10
+0.0.13
 ```
 
 ### 得到最新一期的評價資料與歷年評價
@@ -127,6 +128,69 @@ fetcher.query_data()
 ```
 > 這裡有Nan是因為本益比與P/B等資料沒有爬到最新的時間
 
+### 得到指定公司的歷來評價
+``` Python
+from neurostats_API.utils import ValueFetcher, DBClient
+db_client = DBClient("<連接的DB位置>").get_client()
+ticker = "2330" # 換成tw50內任意ticker
+fetcher = ValueFetcher(ticker, db_client)
+
+fetcher.query_value_serie()
+```
+#### 回傳(2330為例)
+```Python
+{
+'EV_EBIT':               EV_EBIT
+        2014-01-02        NaN
+        2014-01-03        NaN
+        ...               ...
+        2024-12-12  15.021431
+        2024-12-13  15.088321
+,
+'EV_OPI':                EV_OPI
+        2014-01-03        NaN
+        ...               ...
+        2024-12-12  15.999880
+        2024-12-13  16.071128
+,
+'EV_S':                 EV_S
+        2014-01-02       NaN
+        2014-01-03       NaN
+        ...              ...
+        2024-12-12  6.945457
+        2024-12-13  6.976385
+,
+'P_B':              P_B
+        2014-01-02   NaN
+        2014-01-03   NaN
+        ...          ...
+        2024-12-12  6.79
+        2024-12-13  6.89
+,
+'P_E':               P_E
+        2014-01-02    NaN
+        2014-01-03    NaN
+        ...           ...
+        2024-12-12  26.13
+        2024-12-13  26.50
+,
+'P_FCF':                 P_FCF
+        2014-01-02        NaN
+        2014-01-03        NaN
+        ...               ...
+        2024-12-12  45.302108
+        2024-12-13  45.515797
+,
+'P_S':                  P_S
+        2014-01-02       NaN
+        2014-01-03       NaN
+        ...              ...
+        2024-12-12  6.556760
+        2024-12-13  6.587688
+}
+```
+
+
 ### 回傳月營收表
 ``` Python
 from neurostats_API.fetchers import MonthRevenueFetcher, DBClient
@@ -604,6 +668,14 @@ fetcher.query()
 請注意`range`, `last_range`, `52week_range`這三個項目型態為字串，其餘為float
 
 ## 版本紀錄
+### 0.0.13
+- value_fetcher 新增獲得一序列評價的功能
+
+### 0.0.12
+- 新增資券變化(margin trading)
+
+- 修改法人買賣(institution_trading)的query方式
+
 ### 0.0.11
 - 修復財務分析的千元計算問題
 

{neurostats_API-0.0.12.dist-info → neurostats_API-0.0.13.dist-info}/RECORD

@@ -1,4 +1,4 @@
-neurostats_API/__init__.py,sha256=9UMAkivMiZfppwpwVdBxJI652ZiB-ir2iX3yh0Gxu9M,20
+neurostats_API/__init__.py,sha256=UDEAcv3wrFvy1-DjCv7qON8202kc3zUGHpfClyTJWhs,20
 neurostats_API/cli.py,sha256=UJSWLIw03P24p-gkBb6JSEI5dW5U12UvLf1L8HjQD-o,873
 neurostats_API/main.py,sha256=QcsfmWivg2Dnqw3MTJWiI0QvEiRs0VuH-BjwQHFCv00,677
 neurostats_API/fetchers/__init__.py,sha256=ylYEySHQxcAhUUWEOCGZfmaAg7Mir5MfuEhOjk3POJg,406
@@ -11,7 +11,7 @@ neurostats_API/fetchers/margin_trading.py,sha256=lQImtNdvaBoSlKhJvQ3DkH3HjSSgKRJ
 neurostats_API/fetchers/month_revenue.py,sha256=nixX2llzjCFr2m2YVjxrSfkBusnZPrPb2dRDq1XLGhw,4251
 neurostats_API/fetchers/profit_lose.py,sha256=xlLNsGSy4Azf4HyZyYaX3dFad-ACO-vuQToBooZi1_w,5698
 neurostats_API/fetchers/tech.py,sha256=wH1kkqiETQhF0HAhk-UIiucnZ3EiL85Q-yMWCcVOiFM,11395
-neurostats_API/fetchers/value_invest.py,sha256=O5IKC8Nl7p5-E-1zoyAyWtiDznaxNemeabanmaHDdJs,3327
+neurostats_API/fetchers/value_invest.py,sha256=_eQxuEnIYvksb06QHixGK29Gnwr_3xmI6Tu7dv4J__E,5769
 neurostats_API/tools/balance_sheet.yaml,sha256=yTxrWh7m4K3LnaNunETidfNzl6S4Bf58VIg9U38XShQ,648
 neurostats_API/tools/cash_flow_percentage.yaml,sha256=fk2Z4eb1JjGFvP134eJatHacB7BgTkBenhDJr83w8RE,1345
 neurostats_API/tools/finance_overview_dict.yaml,sha256=B9nV75StXkrF3yv2-eezzitlJ38eEK86RD_VY6588gQ,2884
@@ -22,7 +22,7 @@ neurostats_API/utils/data_process.py,sha256=2yrO0iP1LHhF0uhXZ442PHQBI-Zd2xIqNItk
 neurostats_API/utils/datetime.py,sha256=XJya4G8b_-ZOaBbMXgQjWh2MC4wc-o6goQ7EQJQMWrQ,773
 neurostats_API/utils/db_client.py,sha256=OYe6yazcR4Aa6jYmy47JrryUeh2NnKGqY2K_lSZe6i8,455
 neurostats_API/utils/fetcher.py,sha256=VbrUhjA-GG5AyjPX2SHtFIbZM4dm3jo0RgZzuCbb_Io,40927
-neurostats_API-0.0.12.dist-info/METADATA,sha256=-1MqxrAVp-6u25PFIMmrMv5ad6RrWwguHiONp0worpc,24008
-neurostats_API-0.0.12.dist-info/WHEEL,sha256=R06PA3UVYHThwHvxuRWMqaGcr-PuniXahwjmQRFMEkY,91
-neurostats_API-0.0.12.dist-info/top_level.txt,sha256=nSlQPMG0VtXivJyedp4Bkf86EOy2TpW10VGxolXrqnU,15
-neurostats_API-0.0.12.dist-info/RECORD,,
+neurostats_API-0.0.13.dist-info/METADATA,sha256=tj8M4sSgXPprPV472mYHdEY_QOBpcObMXXo5lLGSOic,25744
+neurostats_API-0.0.13.dist-info/WHEEL,sha256=bFJAMchF8aTQGUgMZzHJyDDMPTO3ToJ7x23SLJa1SVo,92
+neurostats_API-0.0.13.dist-info/top_level.txt,sha256=nSlQPMG0VtXivJyedp4Bkf86EOy2TpW10VGxolXrqnU,15
+neurostats_API-0.0.13.dist-info/RECORD,,

{neurostats_API-0.0.12.dist-info → neurostats_API-0.0.13.dist-info}/WHEEL

@@ -1,5 +1,5 @@
 Wheel-Version: 1.0
-Generator: setuptools (75.5.0)
+Generator: bdist_wheel (0.45.0)
 Root-Is-Purelib: true
 Tag: py3-none-any