neurostats-API 0.0.12__tar.gz → 0.0.13__tar.gz

{neurostats_api-0.0.12 → neurostats_API-0.0.13}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: neurostats_API
-Version: 0.0.12
+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 → neurostats_API-0.0.13}/README.md

@@ -4,6 +4,7 @@
 - [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)
@@ -72,7 +73,7 @@ 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
@@ -117,6 +118,69 @@ 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
@@ -594,6 +658,14 @@ 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-0.0.13/neurostats_API/__init__.py

@@ -0,0 +1 @@
+__version__='0.0.13'

{neurostats_api-0.0.12 → neurostats_API-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 → neurostats_API-0.0.13}/neurostats_API.egg-info/PKG-INFO

@@ -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 → neurostats_API-0.0.13}/setup.py

@@ -2,7 +2,7 @@ from setuptools import setup, find_packages
 
 setup(
     name='neurostats_API',
-    version='0.0.12',
+    version='0.0.13',
     long_description=open('README.md', 'r', encoding='utf-8').read(),
     long_description_content_type='text/markdown',
     install_requires=[

{neurostats_api-0.0.12 → neurostats_API-0.0.13}/test/test_fetchers.py

@@ -16,6 +16,19 @@ with open(f"./neurostats_API/tw50_company_list.json") as f:
     company_list = json.load(f)
 db_client = DBClient("mongodb://neurowatt:neurodb123@db.neurowatt.ai:27017/neurowatt").get_client()
 
+def test_value_serie():
+    from neurostats_API.fetchers import ValueFetcher
+    company_list = {
+        "2330": "台積電"
+    }
+    for ticker in company_list.keys():
+    
+        fetcher = ValueFetcher(ticker=ticker, db_client=db_client)
+
+        fetched_data = fetcher.query_value_serie()
+
+        pp.pprint(fetched_data)
+
 def test_value():
     from neurostats_API.fetchers import ValueFetcher
     for ticker in company_list.keys():

neurostats_api-0.0.12/neurostats_API/__init__.py

@@ -1 +0,0 @@
-__version__='0.0.12'