siat 3.10.132__py3-none-any.whl → 3.10.133__py3-none-any.whl

build/lib/build/lib/siat/financials.py

@@ -1,2339 +0,0 @@
-# -*- coding: utf-8 -*-
-"""
-本模块功能：计算财务报表比例，应用层
-所属工具包：证券投资分析工具SIAT 
-SIAT：Security Investment Analysis Tool
-创建日期：2020年9月8日
-最新修订日期：2020年9月15日
-作者：王德宏 (WANG Dehong, Peter)
-作者单位：北京外国语大学国际商学院
-作者邮件：wdehong2000@163.com
-版权所有：王德宏
-用途限制：仅限研究与教学使用，不可商用！商用需要额外授权。
-特别声明：作者不对使用本工具进行证券投资导致的任何损益负责！
-"""
-#==============================================================================
-#关闭所有警告
-import warnings; warnings.filterwarnings('ignore')
-#==============================================================================
-#本模块的公共引用
-from siat.common import *
-from siat.translate import *
-from siat.financial_statements import *
-from siat.grafix import *
-#==============================================================================
-import matplotlib.pyplot as plt
-
-#plt.rcParams['figure.figsize']=(12.8,7.2)
-plt.rcParams['figure.figsize']=(12.8,6.4)
-plt.rcParams['figure.dpi']=300
-plt.rcParams['font.size'] = 13
-plt.rcParams['xtick.labelsize']=11 #横轴字体大小
-plt.rcParams['ytick.labelsize']=11 #纵轴字体大小
-
-title_txt_size=16
-ylabel_txt_size=14
-xlabel_txt_size=14
-legend_txt_size=14
-
-#设置绘图风格：网格虚线
-plt.rcParams['axes.grid']=True
-#plt.rcParams['grid.color']='steelblue'
-#plt.rcParams['grid.linestyle']='dashed'
-#plt.rcParams['grid.linewidth']=0.5
-#plt.rcParams['axes.facecolor']='whitesmoke'
-
-#处理绘图汉字乱码问题
-import sys; czxt=sys.platform
-if czxt in ['win32','win64']:
-    plt.rcParams['font.sans-serif'] = ['SimHei']  # 设置默认字体
-    mpfrc={'font.family': 'SimHei'}
-
-if czxt in ['darwin']: #MacOSX
-    plt.rcParams['font.family']= ['Heiti TC']
-    mpfrc={'font.family': 'Heiti TC'}
-
-if czxt in ['linux']: #website Jupyter
-    plt.rcParams['font.family']= ['Heiti TC']
-    mpfrc={'font.family':'Heiti TC'}
-
-# 解决保存图像时'-'显示为方块的问题
-plt.rcParams['axes.unicode_minus'] = False 
-#==============================================================================
-if __name__ == '__main__':
-    ticker=['AAPL','MSFT']
-    indicator=['Current Ratio','Quick Ratio']
-    
-    ticker=['BABA','JD']
-    indicator='Cashflow per Share'
-    
-    datatag=False
-    power=0
-    zeroline=False
-    twinx=False
-    loc1=loc2='best'
-
-def compare_history(ticker,indicator, \
-                    datatag=False,power=0,zeroline=False,twinx=False, \
-                    loc1='best',loc2='best',graph=True):
-    """
-    功能：比较多个股票的时序数据，绘制折线图
-    datatag=False: 不将数值标记在图形旁
-    zeroline=False：不绘制水平零线
-    twinx=False：单纵轴
-    """
-    tickers=ticker
-    items=indicator
-    
-    #检查power的范围是否合理
-    if not (power in range(0,80)):
-        print("  #Error(compare_history): invalid parameter, power =",power)
-        return None
-    
-    #检查股票个数
-    ticker_num=1
-    if isinstance(tickers,list): 
-        if len(tickers) >= 1: ticker1=tickers[0]
-        if len(tickers) >= 2: 
-            ticker2=tickers[1]
-            ticker_num=2
-        if len(tickers) == 0: 
-            print("  #Error(compare_history): no stock code found",tickers)
-            return None,None
-    else:
-        ticker1=tickers
-
-    #检查指标个数
-    item_num=1
-    if isinstance(items,list): 
-        if len(items) >= 1: item1=items[0]
-        if len(items) >= 2: 
-            item2=items[1]
-            item_num=2
-        if len(items) == 0: 
-            print("  #Error(compare_history): no analytical item found",items)
-            return None,None
-    else:
-        item1=items
-    
-    #判断比较模式
-    if (ticker_num == 1) and (item_num == 1): mode='T1I1'
-    if (ticker_num == 1) and (item_num == 2): mode='T1I2'
-    if (ticker_num == 2): mode='T2I1'
-    
-    #检查指标是否支持
-    itemlist=[
-        #短期偿债能力
-        'Current Ratio','Quick Ratio','Cash Ratio','Cash Flow Ratio', \
-        #长期偿债能力
-        'Debt to Asset','Equity to Asset','Equity Multiplier','Debt to Equity', \
-        #'Debt to Tangible Net Asset', \
-        'Debt Service Coverage','Times Interest Earned', \
-        #营运能力
-        'Inventory Turnover','Receivable Turnover','Current Asset Turnover', \
-        'Fixed Asset Turnover','Total Asset Turnover', \
-        #盈利能力
-        'Operating Margin','Gross Margin','Profit Margin', \
-        'Net Profit on Costs','ROA','ROIC','ROE', \
-        #股东持股
-        'Payout Ratio','Cashflow per Share','CFPS','Dividend per Share','DPS', \
-        'Net Asset per Share','BasicEPS','DilutedEPS', \
-        #发展潜力
-        'Revenue Growth','Capital Accumulation','Total Asset Growth','PPE Residual' \
-        ]
-    
-    if item1 not in itemlist:
-        print("  #Error(compare_history): unsupported item for",item1)
-        print("  Supported items are as follows:\n",itemlist)
-        return None,None    
-    if mode=='T1I2':
-        if item2 not in itemlist:
-            print("  #Error(compare_history): unsupported item for",item2)
-            print("  Supported items are as follows:\n",itemlist)
-            return None,None    
-    
-    #抓取数据
-    info1=get_financial_rates(ticker1)
-    if info1 is None:
-        print(f"  #Warning(compare_history): unable to get data for {ticker1}, retrying ...")
-        sleep_random(max_sleep=30)
-        info1=get_financial_rates(ticker1)
-        if info1 is None:
-            print("  #Error(compare_history): failed to retrieved financials for",ticker1)
-            return None,None
-    
-    cols1=['ticker','endDate','periodType',item1]
-    df1=info1[cols1]
-    df1['date']=df1['endDate']
-    df1.set_index('date',inplace=True)    
-    
-    if mode == 'T1I2':
-        ticker2=ticker1
-        cols2=['ticker','endDate','periodType',item2]
-        df2=info1[cols2]
-        df2['date']=df2['endDate']
-        df2.set_index('date',inplace=True)           
-    
-    if mode == 'T2I1':
-        item2=item1
-        info2=get_financial_rates(ticker2)
-        if info2 is None:
-            print(f"  #Warning(compare_history): unable to get data for {ticker2}, retrying ...")
-            sleep_random(max_sleep=30)
-            info2=get_financial_rates(ticker2)
-            if info2 is None:
-                print("  #Error(compare_history): failed to retrieved financials for",ticker2)
-                return None,None        
-        
-        df2=info2[cols1]
-        df2['date']=df2['endDate']
-        df2.set_index('date',inplace=True)           
-
-    import datetime; todaydt=datetime.date.today()
-    #绘图：T1I1，单折线
-    if mode == 'T1I1'and graph:
-        df=df1
-        colname=item1
-        collabel=ectranslate(item1)
-        ylabeltxt=''
-        #titletxt=ticker_name(ticker1)+texttranslate(": 基于年(季)报的业绩历史")
-        titletxt=ticker_name(ticker1)+": 财报业绩历史"
-        #footnote=texttranslate("数据来源: 雅虎财经,")+' '+str(today)
-        footnote="数据来源: 雅虎财经,"+' '+str(todaydt)
-        
-        plot_line(df,colname,collabel,ylabeltxt,titletxt,footnote, \
-                  datatag=datatag,power=power,zeroline=zeroline,resample_freq='3M', \
-                      loc=loc1)
-        return df1,None
-    elif mode == 'T1I1'and not graph: 
-        return df1,None
-    else:
-        pass
-
-    if not graph:
-        return df1,df2
-        
-    #绘图：T1I2，单股票双折线
-    if mode == 'T1I2':
-        colname1=item1
-        label1=ectranslate(item1)
-        colname2=item2
-        label2=ectranslate(item2)
-        ylabeltxt=''
-        #titletxt=ticker_name(ticker1)+texttranslate(": 基于年(季)报的业绩历史对比")
-        titletxt=ticker_name(ticker1)+": 财报业绩历史对比"
-        #footnote=texttranslate("数据来源: 雅虎财经,")+' '+str(today)
-        footnote="数据来源: 雅虎财经,"+' '+str(today)
-        
-        plot_line2(df1,ticker1,colname1,label1, \
-               df2,ticker2,colname2,label2, \
-               ylabeltxt,titletxt,footnote, \
-               power=power,zeroline=zeroline,twinx=twinx,resample_freq='3M', \
-                   loc1=loc1,loc2=loc2)
-        return df1,df2
-
-    #绘图：T2I1，双股票双折线
-    if mode == 'T2I1':
-        df1=df1.fillna(method='ffill').fillna(method='bfill')
-        df2=df2.fillna(method='ffill').fillna(method='bfill')
-        """
-        #日期可能不一致，并表
-        import pandas as pd
-        df=pd.merge(df1,df2,how="outer",on="endDate")
-        #df=df.fillna(method='ffill').fillna(method='bfill')
-        df.dropna(inplace=True)
-        dfx=df[['ticker_x','endDate','periodType_x',item1+'_x']]
-        dfx=dfx.rename(columns={'ticker_x':'ticker','periodType_x':'periodType',item1+'_x':item1})
-        dfx['date']=dfx['endDate']
-        dfx.set_index('date',inplace=True)
-        
-        dfy=df[['ticker_y','endDate','periodType_y',item1+'_y']]
-        dfy=dfy.rename(columns={'ticker_y':'ticker','periodType_y':'periodType',item1+'_y':item1})
-        dfy['date']=dfy['endDate']
-        dfy.set_index('date',inplace=True)
-        """
-        
-        colname1=item1
-        label1=ectranslate(item1)
-        colname2=item2
-        label2=ectranslate(item2)
-        ylabeltxt=''
-        #titletxt=ticker_name(ticker1)+" vs "+ticker_name(ticker2)+texttranslate(": 基于年(季)报的业绩历史对比")
-        titletxt=ticker_name(ticker1)+" vs "+ticker_name(ticker2)+": 财报业绩历史对比"
-        #footnote=texttranslate("数据来源: 雅虎财经,")+' '+str(today)
-        footnote="数据来源: 雅虎财经,"+' '+str(todaydt)
-        
-        #克服双线绘制时第2条线错乱问题：两个df日期强制取齐，能解决问题，但原因不明
-        tname1=ticker_name(ticker1)
-        df1.rename(columns={item1:tname1},inplace=True)
-        tname2=ticker_name(ticker2)
-        df2.rename(columns={item2:ticker_name(ticker2)},inplace=True)
-        df12=pd.merge(df1,df2,how='inner',left_index=True,right_index=True)
-        df1t=df12[[tname1]]
-        df2t=df12[[tname2]]
-        
-        plot_line2(df1t,ticker1,tname1,label1, \
-               df2t,ticker2,tname2,label2, \
-               ylabeltxt,titletxt,footnote, \
-               power=power,zeroline=zeroline,twinx=twinx,resample_freq='3M', \
-                   loc1=loc1,loc2=loc2)    
-    
-        return df1,df2    
-    
-if __name__ == '__main__':
-    df1,df2=compare_history(tickers,items)
-    
-#==============================================================================
-if __name__ == '__main__':
-    ticker=['AAPL','MSFT','WMT']
-    itemk='Current Ratio'
-    itemk='Employees'
-    indicator=itemk='PEG'
-    
-    multicolor=False
-    
-    tickers=['AMZN','EBAY']
-    itemk='IGR'
-    
-    datatag=True
-    tag_offset=0.01
-    graph=True
-    axisamp=1.3
-    
-
-def compare_snapshot(ticker,indicator, \
-                     facecolor='lightblue',
-                     datatag=True,tag_offset=0.01, \
-                     graph=True,axisamp=1.2,px=True, \
-                     printout=True,numberPerLine=10):
-    """
-    功能：比较多个股票的快照数据，绘制水平柱状图
-    itemk需要通过对照表转换为内部的item
-    datatag=True: 将数值标记在图形旁
-    tag_offset=0.01：标记的数值距离图形的距离，若不理想可以手动调节，可为最大值1%-5%
-    graph：是否将结果绘图，默认True
-    axisamp：绘图时横轴放大系数，默认1.2。若标记数值超出右边界则增加数值，也可能需要负数数值
-    px：是否使用plotly-express工具绘图，默认True。
-        其优点是无需调整axisamp，缺点是无法保存绘图结果在Jupyter Notebook中。
-    printout：是否显示哪些股票找到或未找到相关数据，默认True
-    numberPerLine：在显示相关数据时，每行显示的股票代码或名称个数，默认10
-    """
-    tickers=ticker; itemk=indicator
-    
-    #检查股票代码列表
-    if not isinstance(tickers,list): 
-        print("  #Error(compare_snapshot): need more stock codes in",tickers)
-        return None
-    if len(tickers) < 2:
-        print("  #Error(compare_snapshot): need more stock codes in",tickers)
-        return None
-    
-    #检查指标
-    if isinstance(itemk,list): 
-        print("  #Error(compare_snapshot): only 1 item allowed here",itemk)
-        return None    
-    
-    itemdict={
-        #员工与ESG
-        'Employees':'fullTimeEmployees', \
-        'Total ESG':'totalEsg','Environment Score':'environmentScore', \
-        'Social Score':'socialScore','Governance Score':'governanceScore', \
-        #偿债能力
-        'Current Ratio':'currentRatio','Quick Ratio':'quickRatio', \
-        'Debt to Equity':'debtToEquity', \
-        #盈利能力
-        'EBITDA Margin':'ebitdaMargins','Operating Margin':'operatingMargins', \
-        'Gross Margin':'grossMargins','Profit Margin':'profitMargins', \
-        'ROA':'returnOnAssets','ROE':'returnOnEquity', \
-        #股东持股
-        'Held Percent Insiders':'heldPercentInsiders', \
-        'Held Percent Institutions':'heldPercentInstitutions', \
-        #股东回报
-        'Payout Ratio':'payoutRatio','Revenue per Share':'revenuePerShare', \
-        'Cashflow per Share':'totalCashPerShare', \
-        'Dividend Rate':'dividendRate','TTM Dividend Rate':'trailingAnnualDividendRate', \
-        'Dividend Yield':'dividendYield', \
-        'TTM Dividend Yield':'trailingAnnualDividendYield', \
-        '5-Year Avg Dividend Yield':'fiveYearAvgDividendYield', \
-        'Trailing EPS':'trailingEps','Forward EPS':'forwardEps', \
-        #发展潜力
-        'Revenue Growth':'revenueGrowth','Earnings Growth':'earningsGrowth', \
-        'Earnings Quarterly Growth':'earningsQuarterlyGrowth', \
-        'EV to Revenue':'enterpriseToRevenue','EV to EBITDA':'enterpriseToEbitda', \
-        #市场看法
-        'Current Price':'currentPrice','Price to Book':'priceToBook', \
-        'TTM Price to Sales':'priceToSalesTrailing12Months', \
-        'beta':'beta','52-Week Change':'52WeekChange', \
-        'Trailing PE':'trailingPE','Forward PE':'forwardPE', \
-        #'PEG':'pegRatio',#经常取不到数据
-        #'IGR':'IGR','SGR':'SGR',#另起其他命令处理
-        }
-        
-    itemlist=list(itemdict.keys())
-    if itemk not in itemlist:
-        print("  #Error(compare_snapshot): unsupported indicator",itemk)
-        #print("  Supported indicators:\n",itemlist)
-        print("  Supported indicators:")
-        #printInLine(itemlist,numberPerLine=5,leadingBlanks=2)
-        printInLine_md(itemlist,numberPerLine=5,colalign='left',font_size='16px')
-        
-        return None
-
-    item=itemdict[itemk]
-    import pandas as pd
-    df=pd.DataFrame(columns=('ticker','item','value','name'))
-    proxydict={'trailingPE':'forwardPE','forwardPE':'trailingPE', \
-               'trailingEps':'forwardEps','forwardEps':'trailingEps',}
-    
-    notfoundlist=[]
-    total0=len(tickers)
-    print("  Searching",itemk,"for designated companies ...")
-    for t in tickers:
-        
-        current=tickers.index(t)
-        total=total0 - len(notfoundlist)
-        print_progress_percent(current,total,steps=10,leading_blanks=2)
-        
-        try:
-            info=stock_info(t)
-        except:
-            notfoundlist=notfoundlist+[t]
-            #print("  #Error(compare_snapshot): stock info not available for",t)
-            continue
-        if (info is None) or (len(info)==0):
-            notfoundlist=notfoundlist+[t]
-            #print("  #Error(compare_snapshot): failed to get info for",t,"\b, try later!")
-            continue
-        try:
-            value=info[info.index == item]['Value'][0]
-        except:
-            try:
-                itemp=proxydict[item]
-                value=info[info.index == itemp]['Value'][0]
-                notfoundlist=notfoundlist+[t]
-                #print("  #Warning(compare_snapshot):",item,"unavailable for",t,'\b, using proxy',itemp)
-            except:
-                notfoundlist=notfoundlist+[t]
-                #print("  #Error(compare_snapshot): failed to get info of",item,"for",t)
-                continue
-            
-        name=ticker_name(t)
-        row=pd.Series({'ticker':t,'item':item,'value':value,'name':name})
-        try:
-            df=df.append(row,ignore_index=True)
-        except:
-            df=df._append(row,ignore_index=True)
-
-    # 尝试恢复失败的股票信息 1           
-    if len(notfoundlist) > 0:
-        print("\n  Recovering info of",itemk,"for",notfoundlist,"...")
-        total0=len(notfoundlist)
-        tickers2=notfoundlist.copy(); notfoundlist=[]
-        for t in tickers2:
-            
-            current=tickers2.index(t)
-            total=total0 - len(notfoundlist)
-            print_progress_percent(current,total,steps=10,leading_blanks=2)
-            
-            try:
-                info=stock_info(t)
-            except:
-                notfoundlist=notfoundlist+[t]
-                continue
-            if (info is None) or (len(info)==0):
-                notfoundlist=notfoundlist+[t]
-                continue
-            try:
-                value=info[info.index == item]['Value'][0]
-            except:
-                try:
-                    itemp=proxydict[item]
-                    value=info[info.index == itemp]['Value'][0]
-                    notfoundlist=notfoundlist+[t]
-                except:
-                    notfoundlist=notfoundlist+[t]
-                    continue
-                
-            name=ticker_name(t)
-            row=pd.Series({'ticker':t,'item':item,'value':value,'name':name})
-            try:
-                df=df.append(row,ignore_index=True)
-            except:
-                df=df._append(row,ignore_index=True)
-
-
-    # 尝试恢复失败的股票信息 2           
-    if len(notfoundlist) > 0:
-        print("\n  Recovering info of",itemk,"for",notfoundlist,"...")
-        total0=len(notfoundlist)
-        tickers3=notfoundlist.copy(); notfoundlist=[]
-        for t in tickers3:
-            
-            current=tickers3.index(t)
-            total=total0 - len(notfoundlist)
-            print_progress_percent(current,total,steps=10,leading_blanks=2)
-            
-            try:
-                info=stock_info(t)
-            except:
-                notfoundlist=notfoundlist+[t]
-                continue
-            if (info is None) or (len(info)==0):
-                notfoundlist=notfoundlist+[t]
-                continue
-            try:
-                value=info[info.index == item]['Value'][0]
-            except:
-                try:
-                    itemp=proxydict[item]
-                    value=info[info.index == itemp]['Value'][0]
-                    notfoundlist=notfoundlist+[t]
-                except:
-                    notfoundlist=notfoundlist+[t]
-                    continue
-                
-            name=ticker_name(t)
-            row=pd.Series({'ticker':t,'item':item,'value':value,'name':name})
-            try:
-                df=df.append(row,ignore_index=True)
-            except:
-                df=df._append(row,ignore_index=True)
-            
-    # 未找到任何股票信息
-    if len(df) == 0:
-        print(f"\n  #Warning(compare_snapshot): no {indicator} found for specified stocks")
-        print("  Reasons: wrong codes, failed to access to or fetch info from Yahoo Finance")
-        print("  Feel weired? upgrade yahooquery, which may need certain versions of lxml")
-        return None
-    
-    #处理小数点
-    try:
-        df['value']=round(df['value'],3)    
-    except:
-        pass
-    df.sort_values(by='value',ascending=True,inplace=True)
-    df['key']=df['name']
-    df.set_index('key',inplace=True)    
-    
-    #绘图
-    if graph:
-        print("  Calculating and rendering graph, please wait ...")
-        colname='value'
-        
-        lang=check_language()
-        if lang == 'Chinese':
-            titletxt="企业对比: 指标快照"
-            notestxt="注：财务指标为TTM数值"
-        else:
-            titletxt="Company Snapshot Comparison"
-            notestxt="Note: TTM values for financial ratios"
-            
-        import datetime; today=datetime.date.today()
-        lang=check_language()
-        if lang=='English':
-            footnote1="Source: Yahoo Finance, "
-        else:
-            footnote1="数据来源: 雅虎财经，"
-        footnote=ectranslate(itemk)+" -->\n"+notestxt+'\n'+footnote1+str(today)
-        
-        df.rename(columns={'value':itemk},inplace=True)
-        colname=itemk
-        
-        if not px:
-            footnote=ectranslate(itemk)+" -->\n"+notestxt+'\n'+footnote1+str(today)
-            plot_barh(df,colname,titletxt,footnote,datatag=datatag,tag_offset=tag_offset,axisamp=axisamp)
-        else:
-            #在Spyder中可能无法显示
-            titletxt="企业快照："+ectranslate(itemk)
-            footnote=notestxt+'，'+footnote1+str(today)
-            plot_barh2(df,colname,titletxt,footnote,facecolor=facecolor)
-    
-    if (len(notfoundlist) > 0):
-        foundlist=[]
-        for t in tickers:
-            if not (t in notfoundlist):
-                foundlist=foundlist+[t]
-    else:
-        foundlist=tickers
-    
-    """
-    if len(foundlist) > 0:
-        foundlist_names=ticker_name(foundlist)
-        print("Results:",itemk,"info found for the stocks below")
-        printInLine(foundlist_names,numberPerLine=numberPerLine,leadingBlanks=2)
-        printInLine(foundlist,numberPerLine=numberPerLine,leadingBlanks=2)
-    """
-    if (len(notfoundlist) > 0):
-        print("  [Warning]",itemk,"info not found for the stocks below:")
-        notfoundlist_names=ticker_name(notfoundlist)
-        printInLine(notfoundlist_names,numberPerLine=numberPerLine,leadingBlanks=2)
-        print("  [Solution] re-run the command with more stable internet connection")
-    
-    return df
-
-if __name__ == '__main__':
-    df=compare_snapshot(tickers,itemk)
-    
-#==============================================================================
-def compare_snapshot2(ticker,indicator,graph=True):
-    """
-    功能：比较多个股票的快照数据，绘制水平柱状图
-    itemk需要通过对照表转换为内部的item
-    
-    特点：与compare_snapshot相比如何？
-    """
-    tickers=ticker; itemk=indicator
-    
-    #检查股票代码列表
-    if not isinstance(tickers,list): 
-        print("  #Error(compare_snapshot2): need more stock codes in",tickers)
-        return None
-    if len(tickers) < 2:
-        print("  #Error(compare_snapshot2): need more stock codes in",tickers)
-        return None
-    
-    #检查指标
-    if isinstance(itemk,list): 
-        print("  #Error(compare_snapshot2): only 1 item allowed here",itemk)
-        return None    
-    
-    itemdict={
-        #员工与ESG
-        'Employees':'fullTimeEmployees', \
-        'Total ESG':'totalEsg','Environment Score':'environmentScore', \
-        'Social Score':'socialScore','Governance Score':'governanceScore', \
-        #偿债能力
-        'Current Ratio':'currentRatio','Quick Ratio':'quickRatio', \
-        'Debt to Equity':'debtToEquity', \
-        #盈利能力
-        'EBITDA Margin':'ebitdaMargins','Operating Margin':'operatingMargins', \
-        'Gross Margin':'grossMargins','Profit Margin':'profitMargins', \
-        'ROA':'returnOnAssets','ROE':'returnOnEquity', \
-        #股东持股
-        'Held Percent Insiders':'heldPercentInsiders', \
-        'Held Percent Institutions':'heldPercentInstitutions', \
-        #股东回报
-        'Payout Ratio':'payoutRatio','Revenue per Share':'revenuePerShare', \
-        'Cashflow per Share':'totalCashPerShare', \
-        'Dividend Rate':'dividendRate','TTM Dividend Rate':'trailingAnnualDividendRate', \
-        'Dividend Yield':'dividendYield', \
-        'TTM Dividend Yield':'trailingAnnualDividendYield', \
-        '5-Year Avg Dividend Yield':'fiveYearAvgDividendYield', \
-        'Trailing EPS':'trailingEps','Forward EPS':'forwardEps', \
-        #发展潜力
-        'Revenue Growth':'revenueGrowth','Earnings Growth':'earningsGrowth', \
-        'Earnings Quarterly Growth':'earningsQuarterlyGrowth', \
-        'EV to Revenue':'enterpriseToRevenue','EV to EBITDA':'enterpriseToEbitda', \
-        #市场看法
-        'Current Price':'currentPrice','Price to Book':'priceToBook', \
-        #'TTM Price to Sales':'priceToSalesTrailing12Months', \
-            'Price to Sales':'priceToSalesTrailing12Months', \
-        'beta':'beta','52-Week Change':'52WeekChange', \
-        'Trailing PE':'trailingPE','Forward PE':'forwardPE', \
-        #'PEG':'pegRatio',
-        #'IGR':'IGR','SGR':'SGR'
-        }
-    itemlist=list(itemdict.keys())
-    if itemk not in itemlist:
-        print("  #Error(compare_snapshot): unsupported rate for",itemk)
-        print("  Supported rates are as follows:\n",itemlist)
-        return None
-
-    item=itemdict[itemk]
-    import pandas as pd
-    #import siat.stock_base as sb
-    df=pd.DataFrame(columns=('ticker','item','value','name'))
-    print(f"  Working on {indicator} for specified stocks ...")
-    for t in tickers:
-        print_progress_percent2(t,tickers,steps=5,leading_blanks=4)   
-        
-        try:
-            info=stock_info(t)
-        except:
-            print("  #Error(compare_snapshot): stock info not available for",t)
-            continue
-        if (info is None) or (len(info)==0):
-            print("  #Error(compare_snapshot): failed to get info for",t,"\b, try later!")
-            continue
-        try:
-            value=info[info.index == item]['Value'][0]
-        except:
-            print("  #Error(compare_snapshot): failed to get info of",item,"for",t)
-            continue
-        """
-        name=info[info.index == 'shortName']['Value'][0]
-        name1=name.split(' ',1)[0]  #取空格分隔字符串的第一个单词
-        name2=name1.split(',',1)[0]
-        name3=name2.split('.',1)[0]
-        """
-        name=ticker_name(t)
-        row=pd.Series({'ticker':t,'item':item,'value':value,'name':name})
-        try:
-            df=df.append(row,ignore_index=True)
-        except:
-            df=df._append(row,ignore_index=True)
-    
-    if len(df) == 0:
-        print("  #Error(compare_snapshot): stock info not found in",tickers)
-        return None
-    
-    #处理小数点
-    try:
-        df['value']=round(df['value'],3)    
-    except:
-        pass
-    df.sort_values(by='value',ascending=True,inplace=True)
-    df['key']=df['name']
-    df.set_index('key',inplace=True)    
-    
-    #绘图
-    if graph:
-        print("  Calculating and rendering graph, please wait ...")
-        
-        df.rename(columns={'value':itemk},inplace=True)
-        colname=itemk
-        #titletxt="企业横向对比: "+ectranslate(itemk)+"（TTM）"
-        titletxt=text_lang("企业对比: ","Comparing Company: ")+ectranslate(itemk)
-        import datetime; today=datetime.date.today()
-        footnote=text_lang("注：财务比率为TTM，数据来源: 雅虎财经, ","Note: TTM data, source: Yahoo Finance, ")+str(today)
-        plot_barh2(df,colname,titletxt,footnote)
-    
-    return df
-
-if __name__ == '__main__':
-    df=compare_snapshot(tickers,itemk)
-    
-#==============================================================================
-
-if __name__ == '__main__':
-    tickers=["0883.HK","0857.HK","0386.HK",'XOM','2222.SR','OXY','BP','RDSA.AS']
-    graph=True
-    
-def compare_tax(ticker,graph=True,axisamp=1.3,px=True):
-    """
-    功能：比较公司最新的实际所得税率
-    """
-    tickers=ticker
-    
-    #检查股票代码列表
-    if not isinstance(tickers,list): 
-        print("  #Error(compare_tax): need more stock codes in",tickers)
-        return None
-    if len(tickers) < 2:
-        print("  #Error(compare_tax): need more stock codes in",tickers)
-        return None 
-    
-    import siat.beta_adjustment as badj
-    import pandas as pd
-    df=pd.DataFrame(columns=('ticker','name','date','tax rate'))
-    print("  Working on tax info for specified stocks ...")
-    for t in tickers:
-        print_progress_percent2(t,tickers,steps=5,leading_blanks=4)   
-
-        try:
-            df0=badj.prepare_hamada_yahoo(t)
-        except:
-            print("  #Warning(compare_tax): stock info not available for",t)
-            continue
-        df1=df0.tail(1)
-        name=ticker_name(t)
-        reportdate=df1.index[0]
-        taxrate=df1['tax rate'][0]
-        row=pd.Series({'ticker':t,'name':name,'date':reportdate,'tax rate':round(taxrate,3)})
-        try:
-            df=df.append(row,ignore_index=True)
-        except:
-            df=df._append(row,ignore_index=True)
-    
-    df.sort_values(by='tax rate',ascending=True,inplace=True)
-    df['key']=df['name']
-    df.set_index('key',inplace=True)      
-    #绘图
-    if graph:
-        print("  Calculating and rendering graph, please wait ...")
-        lang=check_language()
-        colname='tax rate'
-        if lang == 'Chinese':
-            titletxt="企业对比: 实际所得税率"
-            itemk="实际所得税率"
-            source_txt="数据来源: 雅虎财经,"
-        else:
-            titletxt=texttranslate("企业对比: 实际税率")
-            itemk=texttranslate("实际所得税率")
-            source_txt=texttranslate("数据来源: 雅虎财经,")
-
-        import datetime; today=datetime.date.today()
-        if not px:
-            footnote=itemk+" -->\n"+source_txt+" "+str(today)
-            plot_barh(df,colname,titletxt,footnote,axisamp=axisamp)   
-        else:
-            footnote=source_txt+" "+str(today)
-            plot_barh2(df,colname,titletxt,footnote)   
-        
-    return df
-#==============================================================================
-if __name__ == '__main__':
-   ticker='EBAY'
-   
-def calc_igr_sgr(ticker):
-
-    
-    import siat.stock as stk
-    sub_info=stk.get_stock_profile(ticker,info_type='fin_rates',printout=False)
-    """
-    #应对各种出错情形：执行出错，返回NoneType，返回空值
-    try:
-        info=stk.stock_info(ticker)
-    except:
-        print("  #Warning(calc_igr_sgr): failed to retrieve info of",ticker,"\b, recovering...")
-        import time; time.sleep(5)
-        try:
-            info=stock_info(ticker)
-        except:
-            print("  #Error(calc_igr_sgr): failed to retrieve info of",ticker)
-            return None
-    if info is None:
-        print("  #Error(calc_igr_sgr): retrieved none info of",ticker)
-        return None
-    if len(info) == 0:
-        print("  #Error(calc_igr_sgr): retrieved empty info of",ticker)
-        return None    
-    sub_info=stock_fin_rates(info)
-    """
-    if sub_info is None:
-        return None,None
-    
-    roa=list(sub_info[sub_info.index=='returnOnAssets']['Value'])[0]
-    roe=list(sub_info[sub_info.index=='returnOnEquity']['Value'])[0]
-    try:
-        b=1-list(sub_info[sub_info.index=='payoutRatio']['Value'])[0]
-    except:
-        b=1-0
-
-    igr=round(roa*b/(1-roa*b),4)
-    sgr=round(roe*b/(1-roe*b),4)
-    
-    return igr,sgr
-
-def compare_igr_sgr(ticker,graph=True,axisamp=1.0,px=True):
-    """
-    功能：比较公司TTM的IGR和SGR
-    """
-    tickers=ticker
-    
-    #检查股票代码列表
-    if not isinstance(tickers,list): 
-        print("  #Error(compare_igr_sgr): need more stock codes in",tickers)
-        return None
-    if len(tickers) < 2:
-        print("  #Error(compare_igr_sgr): need more stock codes in",tickers)
-        return None 
-    
-    import pandas as pd
-    df=pd.DataFrame(columns=('ticker','name','date','IGR','SGR'))
-    print("  Working on IGR & SGR for specified stocks ...")
-    for t in tickers:
-        print_progress_percent2(t,tickers,steps=5,leading_blanks=4)
-        
-        try:
-            igr,sgr=calc_igr_sgr(t)
-        except:
-            print("  #Warning(compare_igr_sgr): stock info not available for",t)
-            continue
-        if igr is None or sgr is None: 
-            print("  #Warning(compare_igr_sgr): stock info not available for",t)
-            continue
-        name=ticker_name(t)
-        row=pd.Series({'ticker':t,'name':name,'IGR':round(igr,3),'SGR':round(sgr,3)})
-        try:
-            df=df.append(row,ignore_index=True)
-        except:
-            df=df._append(row,ignore_index=True)
-    
-    #绘制IGR
-    df.sort_values(by='IGR',ascending=True,inplace=True)
-    df['key']=df['name']
-    df.set_index('key',inplace=True)      
-    #绘图
-    lang=check_language()
-    if graph:
-        print("\n  Calculating and rendering graph, please wait ...")
-        
-        colname='IGR'
-        if lang == "Chinese":
-            titletxt="企业对比: 内部增长率IGR"
-            itemk="内部增长率(IGR)"
-            source_txt="数据来源: 雅虎财经,"
-        else:
-            titletxt="Company Internal Growth Rate (IGR TTM)"
-            itemk="Internal growth rate"
-            source_txt="Source: Yahoo Finance,"
-        
-        import datetime; today=datetime.date.today()
-        if not px:
-            footnote=ectranslate(itemk)+" -->\n"+source_txt+" "+str(today)
-            plot_barh(df,colname,titletxt,footnote,axisamp=axisamp)   
-        else:
-            footnote=source_txt+" "+str(today)
-            plot_barh2(df,colname,titletxt,footnote)   
-    
-    #绘制SGR
-    df.sort_values(by='SGR',ascending=True,inplace=True)
-    df['key']=df['name']
-    df.set_index('key',inplace=True)      
-    #绘图
-    if graph:
-        colname='SGR'
-        if lang == 'Chinese':
-            titletxt="企业对比: 可持续增长率SGR"
-            itemk="可持续增长率(SGR)"
-        else:
-            titletxt="Company Sustainable Growth Rate (SGR TTM)"
-            itemk="Sustainable growth rate"
-        
-        if not px:
-            footnote=ectranslate(itemk)+" -->\n"+source_txt+" "+str(today)
-            plot_barh(df,colname,titletxt,footnote,axisamp=axisamp)   
-        else:
-            footnote=source_txt+" "+str(today)
-            plot_barh2(df,colname,titletxt,footnote)   
-        
-    return df
-
-
-#==============================================================================
-if __name__ == '__main__':
-    fsdf=get_financial_statements('AAPL')
-    fst=fsdf.T  #查看科目名称更加方便
-
-def get_PE(fsdf):
-    """
-    功能：计算PE
-    """
-    dateymd=lambda x:x.strftime('%Y-%m-%d') 
-    fsdf['endDate']=fsdf['asOfDate'].apply(dateymd)
-    
-    #获得各个报表的日期范围，适当扩大日期范围以规避非交易日
-    start=min(list(fsdf['endDate']))
-    fromdate=date_adjust(start,adjust=-30)
-    end=max(list(fsdf['endDate']))
-    todate=date_adjust(end,adjust=30)
-
-    #获取股价
-    ticker=list(fsdf['ticker'])[0]
-    import siat.security_prices as ssp
-    prices=ssp.get_price(ticker, fromdate, todate)
-    if prices is None:
-        print("  #Error(get_PE): retrieving stock price failed for",ticker,fromdate,todate,"\b, recovering...")
-        import time; time.sleep(5)
-        prices=ssp.get_price(ticker, fromdate, todate)
-        if prices is None: 
-            print("  #Error(get_PE): failed retrieving stock price, retrying stopped")
-            import numpy as np
-            fsdf['BasicPE']=np.nan
-            fsdf['DilutedPE']=np.nan
-            return fsdf
-    
-    prices['datedt']=prices.index.date
-    datecvt=lambda x: str(x)[0:10]
-    prices['Date']=prices['datedt'].apply(datecvt)
-
-    #报表日期列表
-    datelist_fs=list(fsdf['endDate'])
-    #价格日期列表    
-    datelist_price=list(prices['Date'])
-    date_price_min=min(datelist_price)
-    date_price_max=max(datelist_price)
-    
-    #股价列表
-    pricelist=list(prices['Close'])
-    
-    import pandas as pd
-    pricedf=pd.DataFrame(columns=('endDate','actualDate','Price'))
-    for d in datelist_fs:
-        found=False
-        d1=d
-        if d in datelist_price:
-            found=True
-            pos=datelist_price.index(d)
-            p=pricelist[pos]
-        else:
-            while (d1 >= date_price_min) and not found:
-                d1=date_adjust(d1,adjust=-1)
-                if d1 in datelist_price:
-                    found=True
-                    pos=datelist_price.index(d1)
-                    p=pricelist[pos]
-            while (d1 <= date_price_max) and not found:
-                d1=date_adjust(d1,adjust=1)
-                if d1 in datelist_price:
-                    found=True
-                    pos=datelist_price.index(d1)
-                    p=pricelist[pos]            
-        #记录股价
-        row=pd.Series({'endDate':d,'actualDate':d1,'Price':p})
-        try:
-            pricedf=pricedf.append(row,ignore_index=True)
-        except:
-            pricedf=pricedf._append(row,ignore_index=True)
-
-    #合成表
-    fsdf1=pd.merge(fsdf,pricedf,on='endDate')
-    fsdf1['BasicPE']=fsdf1['Price']/fsdf1['BasicEPS']
-    fsdf1['DilutedPE']=fsdf1['Price']/fsdf1['DilutedEPS']
-
-    return fsdf1
-
-if __name__ == '__main__':
-    fsdf1=get_PE(fsdf)
-
-#==============================================================================
-if __name__ == '__main__':
-    fsdf=get_financial_statements('AAPL')
-    fst=fsdf.T  #查看科目名称更加方便
-
-def calc_DebtToAsset(fsdf):
-    """
-    功能：计算资产负债率
-    """
-    
-    fsdf1=fsdf.copy()
-    
-    #计算Debt to Asset
-    try:
-        fsdf1['Debt to Asset']=round(fsdf1['TotalLiabilities']/fsdf1['TotalAssets'],4)
-    except:
-        print("  #Error(get_DebtToAsset): failed in calculating DebtToAsset")
-    
-    #计算Debt to Equity
-    try:
-        fsdf1['Debt to Equity']=round(fsdf1['TotalLiabilities']/fsdf1['TotalEquities'],4)    
-    except:
-        print("  #Error(get_DebtToAsset): failed in calculating DebtToEquity")    
-    
-    return fsdf1
-
-if __name__ == '__main__':
-    fsdf1=get_DebtToAsset(fsdf)
-
-
-#==============================================================================
-if __name__ == '__main__':
-    fsdf=get_financial_statements('AAPL')
-    fst=fsdf.T  #查看科目名称更加方便
-    
-    fsdf=get_financial_statements('3333.HK')
-    fsdf=get_financial_statements('601398.SS')
-
-def calc_fin_rates(fsdf):
-    """
-    功能：基于财报计算各种指标
-    注意：ROA/ROE/EM/turnover比率基于期初期末均值计算，其余仅基于期末数据计算！
-    """
-    #####前后填充缺失值
-    if fsdf is None: return None
-    fs = fsdf.fillna(method='ffill').fillna(method='bfill')
-    
-    """
-    #期初期末平均数
-    fs['avgInventory']=(fs['Inventory']+fs['Inventory'].shift(1))/2.0 
-    fs['avgReceivables']=(fs['AccountsReceivable']+fs['AccountsReceivable'].shift(1))/2.0 
-    fs['avgCurrentAsset']=(fs['CurrentAssets']+fs['CurrentAssets'].shift(1))/2.0 
-    fs['avgPPE']=(fs['NetPPE']+fs['NetPPE'].shift(1))/2.0  
-    fs['avgTotalAsset']=(fs['TotalAssets']+fs['TotalAssets'].shift(1))/2.0  
-    fs['avgNetPPE']=(fs['NetPPE']+fs['NetPPE'].shift(1))/2.0
-    fs['avgGrossPPE']=(fs['GrossPPE']+fs['GrossPPE'].shift(1))/2.0
-    fs['avgTotalEquity']=(fs['TotalEquities']+fs['TotalEquities'].shift(1))/2.0  
-    """
-    
-    #短期偿债能力指标
-    #流动比率：流动资产 / 流动负债
-    fs['Current Ratio']=fs['CurrentAssets']/fs['CurrentLiabilities']
-    #速动比率：（流动资产-存货） / 流动负债
-    fs['Quick Ratio']=(fs['CurrentAssets']-fs['Inventory'])/fs['CurrentLiabilities']
-    #现金比率: （现金+现金等价物） / 流动负债
-    fs['Cash Ratio']=fs['CashAndCashEquivalents']/fs['CurrentLiabilities']
-    #现金流量比率：经营活动现金流量 / 流动负债
-    fs['Cash Flow Ratio']=fs['OperatingCashFlow']/fs['CurrentLiabilities']
-    
-    #####长期偿债能力指标
-    #资产负债率：负债总额 / 资产总额
-    fs['Debt to Asset']=fs['TotalLiabilities']/fs['TotalAssets']
-    #股东权益比率：股东权益总额 / 资产总额
-    fs['Equity to Asset']=fs['TotalEquities']/fs['TotalAssets']
-    
-    #权益乘数：资产总额 / 股东权益总额，使用期初期末均值*****
-    fs=fs_entry_begin(fs,account_entry='TotalAssets',suffix='_begin')
-    fs=fs_entry_begin(fs,account_entry='TotalEquities',suffix='_begin')
-    fs['Equity Multiplier']=((fs['TotalAssets']+fs['TotalAssets_begin'])/2)/((fs['TotalEquities']+fs['TotalEquities_begin'])/2)
-    #fs['Equity Multiplier']=fs['avgTotalAsset']/fs['avgTotalEquity']
-    
-    #负债股权比率：负债总额 / 股东权益总额
-    fs['Debt to Equity']=fs['TotalLiabilities']/fs['TotalEquities']
-    #有形净值债务率：负债总额 / （股东权益-无形资产净额）
-    fs['netIntangibleAsset']=fs['TotalAssets']-fs['NetTangibleAssets']
-    fs['Debt to Tangible Net Asset']=fs['TotalLiabilities']/(fs['TotalEquities']-fs['netIntangibleAsset'])
-    #偿债保障比率：负债总额 / 经营活动现金净流量
-    fs['Debt Service Coverage']=fs['TotalLiabilities']/fs['OperatingCashFlow']
-    #利息保障倍数：（税前利润+利息费用）/ 利息费用
-    fs['Times Interest Earned']=fs['PretaxIncome']/fs['InterestExpense']+1
-    
-    #营运能力指标
-    #存货周转率：销售收入 / 期末存货，平均存货计算困难     
-    #fs['Inventory Turnover']=fs['CostOfRevenue']/fs['avgInventory']
-    #fs['Inventory Turnover']=fs['CostOfRevenue']/fs['Inventory']
-    fs=fs_entry_begin(fs,account_entry='Inventory',suffix='_begin')
-    fs['Inventory Turnover']=fs['TotalRevenue']/((fs['Inventory']+fs['Inventory_begin'])/2)
-    #应收账款周转率：赊销收入净额 / 平均应收账款余额         
-    #fs['Receivable Turnover']=fs['TotalRevenue']/fs['avgReceivables']
-    fs=fs_entry_begin(fs,account_entry='AccountsReceivable',suffix='_begin')
-    fs['Receivable Turnover']=fs['TotalRevenue']/((fs['AccountsReceivable']+fs['AccountsReceivable_begin'])/2)
-    #流动资产周转率：销售收入 / 平均流动资产余额     
-    #fs['Current Asset Turnover']=fs['TotalRevenue']/fs['avgCurrentAsset']
-    fs=fs_entry_begin(fs,account_entry='CurrentAssets',suffix='_begin')
-    fs['Current Asset Turnover']=fs['TotalRevenue']/((fs['CurrentAssets']+fs['CurrentAssets_begin'])/2)
-    #固定资产周转率：销售收入 / 平均固定资产净额    
-    #fs['Fixed Asset Turnover']=fs['TotalRevenue']/fs['avgPPE']
-    fs=fs_entry_begin(fs,account_entry='NetPPE',suffix='_begin')
-    fs['Fixed Asset Turnover']=fs['TotalRevenue']/((fs['NetPPE']+fs['NetPPE_begin'])/2)
-    #总资产周转率：销售收入 / 平均资产总额    
-    #fs['Total Asset Turnover']=fs['TotalRevenue']/fs['avgTotalAsset']
-    fs['Total Asset Turnover']=fs['TotalRevenue']/((fs['TotalAssets']+fs['TotalAssets_begin'])/2)
-    
-    #主营业务利润率=主营业务利润/主营业务收入
-    fs['Operating Margin']=fs['OperatingIncome']/fs['OperatingRevenue']
-    
-    #发展潜力指标
-    #营业收入增长率：本期营业收入增长额 / 上年同期营业收入总额
-    fs['Revenue Growth']=fs['OperatingRevenue'].pct_change()
-    #资本积累率：本期所有者权益增长额 / 年初所有者权益
-    fs['Capital Accumulation']=fs['TotalEquities'].pct_change()
-    #总资产增长率：本期总资产增长额 / 年初资产总额    
-    fs['Total Asset Growth']=fs['TotalAssets'].pct_change()
-    #固定资产成新率：平均固定资产净值 / 平均固定资产原值。又称“固定资产净值率”或“有用系数”
-    #fs['PPE Residual']=fs['avgNetPPE']/fs['avgGrossPPE']
-    if ('NetPPE' in list(fs)) and ('GrossPPE' in list(fs)):
-        fs['PPE Residual']=fs['NetPPE']/fs['GrossPPE']
-    
-    #其他指标
-    #盈利能力指标
-    #资产报酬率：净利润 / 期末资产总额，平均总资产计算困难        
-    #fs['Return on Asset']=(fs['NetIncome']+fs['InterestExpense'])/fs['avgTotalAsset']
-    #fs['Return on Asset']=(fs['NetIncome']+fs['InterestExpense'])/fs['TotalAssets']
-    #fs=fs_entry_begin(fs,account_entry='TotalAssets',suffix='_begin')
-    fs['Return on Asset']=(fs['NetIncome'])/((fs['TotalAssets']+fs['TotalAssets_begin'])/2)
-    fs['ROA']=fs['Return on Asset']
-    #（投入）资本回报率（Return on Invested Capital，简称ROIC）
-    #ROIC=NOPLAT(息前税后经营利润)/IC(投入资本)
-    #NOPLAT=EBIT×(1－T)=(营业利润+财务费用－非经常性投资损益) ×(1－所得税率)
-    #IC=有息负债+净资产－超额现金－非经营性资产
-    #fs['Return on Invested Capital']=(fs['OperatingIncome']+fs['InterestExpense'])*(1-fs['TaxRateForCalcs'])/fs['InvestedCapital']
-    fs=fs_entry_begin(fs,account_entry='InvestedCapital',suffix='_begin')
-    fs['Return on Invested Capital']=(fs['OperatingIncome'])*(1-fs['TaxRateForCalcs'])/((fs['InvestedCapital']+fs['InvestedCapital_begin'])/2)
-    #fs['Return on Invested Capital']=fs['Return on Invested Capital']
-    fs['ROIC']=fs['Return on Invested Capital']
-    #净资产报酬率：净利润 / 平均净资产    
-    #fs['Return on Net Asset']=fs['NetIncome']/fs['avgTotalEquity']
-    
-    fs['Return on Net Asset']=fs['NetIncome']/((fs['TotalEquities']+fs['TotalEquities_begin'])/2)
-    #股东权益报酬率：净利润 / 平均股东权益总额
-    fs['Return on Equity']=fs['Return on Net Asset']
-    fs['ROE']=fs['Return on Equity']
-    #毛利率：销售毛利 / 销售收入净额    
-    fs['Gross Margin']=fs['GrossProfit']/fs['TotalRevenue']
-    #销售净利率：净利润 / 销售收入净额
-    fs['Profit Margin']=fs['NetIncome']/fs['TotalRevenue']
-    #成本费用净利率：净利润 / 成本费用总额
-    fs['Net Profit on Costs']=fs['NetIncome']/fs['CostOfRevenue']
-    #股利发放率：每股股利 / 每股利润   
-    fs['Payout Ratio']=fs['CashDividendsPaid']/fs['NetIncome']
-
-    ###每股指标，受EPS可用性影响    
-    #每股利润：（净利润-优先股股利） / 加权流通在外股数。基本EPS
-    #注意：流通股股数=期初commonStock-treasuryStock,加本年增加的股数issuanceOfStock*月份占比-本年减少的股数repurchaseOfStock*月份占比
-    import numpy as np
-    fs['outstandingStock']=np.floor(fs['NetIncomeCommonStockholders']/fs['BasicEPS'])
-    #每股现金流量：（经营活动现金净流量-优先股股利） / 流通在外股数
-    fs['Cashflow per Share']=fs['OperatingCashFlow']/fs['outstandingStock']
-    fs['CFPS']=fs['Cashflow per Share']
-    #每股股利：（现金股利总额-优先股股利） /流通在外股数    
-    fs['Dividend per Share']=fs['CashDividendsPaid']/fs['outstandingStock']
-    fs['DPS']=fs['Dividend per Share']
-    #每股净资产：股东权益总额 / 流通在外股数  
-    fs['Net Asset per Share']=fs['CommonStockEquity']/fs['outstandingStock']
-    
-    #市盈率：每股市价 / 每股利润，依赖EPS反推出的流通股数量
-    #fs=get_PE(fs)
-    dateymd=lambda x:x.strftime('%Y-%m-%d') 
-    fs['endDate']=fs['asOfDate'].apply(dateymd)
-    
-    fs['date']=fs['endDate']
-    fs.set_index('date',inplace=True)    
-    
-    # 删除起初_begin字段
-    list_begin=[]
-    for b in list(fs):
-        if '_begin' in b:
-            list_begin=list_begin+[b]
-    fs.drop(list_begin,axis=1,inplace=True)
-    
-    return fs
-    
-    
-if __name__ == '__main__':
-    fs=calc_fin_rates(fsdf)
-
-#==============================================================================
-if __name__ == '__main__':
-    ticker='AAPL'
-    ticker='00700.HK'
-    ticker='601398.SS'
-
-    fsr=get_financial_rates(ticker)
-
-def get_financial_rates(ticker):
-    """
-    功能：获得股票的财务报表和财务比率
-    财务报表：资产负债表，利润表，现金流量表
-    财务比率：短期还债能力，长期还债能力，营运能力，盈利能力，发展能力
-    返回：报表+比率    
-    """
-    print("\n  Analyzing financial rates of",ticker,"......")
-    
-    # 变换港股代码5位-->4位
-    result,prefix,suffix=split_prefix_suffix(ticker)
-    if result & (suffix=='HK'):
-        if len(prefix)==5:
-            ticker=ticker[1:]  
-    
-    #抓取股票的财务报表
-    try:
-        fsdf=get_financial_statements(ticker)
-    except:
-        print("  Failed to get financial statements of",ticker,"\b, recovering")
-        sleep_random(max_sleep=60)
-        try:
-            fsdf=get_financial_statements(ticker)
-        except:
-            print("  Failed to get financial statements of",ticker,"\b!")
-            print("  If the stock code",ticker,"\b is correct, please try a few minutes later.")
-        return None
-        
-    #抓取股票的稀释后EPS，计算财务比率
-    fsr=calc_fin_rates(fsdf)
-    if fsr is None: return None
-    """
-    try:
-        fsr=calc_fin_rates(fsdf)
-    except:
-        print("......Failed to calculate some financial rates of",ticker,"\b!")
-        return None
-    """
-    #整理列名：将股票代码、截止日期、报表类型排在开头
-    cols=list(fsr)
-    cols.remove('endDate')
-    cols.remove('ticker')
-    cols.remove('periodType')
-    fsr2=fsr[['ticker','endDate','periodType']+cols]
-    
-    return fsr2
-
-"""
-短期偿债能力分析：
-1、流动比率，计算公式： 流动资产 / 流动负债
-2、速动比率，计算公式： （流动资产-存货） / 流动负债
-3、现金比率，计算公式： （现金+现金等价物） / 流动负债
-4、现金流量比率，计算公式： 经营活动现金流量 / 流动负债
-
-长期偿债能力分析：
-1、资产负债率，计算公式： 负债总额 / 资产总额
-2、股东权益比率，计算公式： 股东权益总额 / 资产总额
-3、权益乘数，计算公式： 资产总额 / 股东权益总额
-4、负债股权比率，计算公式： 负债总额 / 股东权益总额
-5、有形净值债务率，计算公式： 负债总额 / （股东权益-无形资产净额）
-6、偿债保障比率，计算公式： 负债总额 / 经营活动现金净流量
-7、利息保障倍数，计算公式： （税前利润+利息费用）/ 利息费用
-
-营运分析
-1、存货周转率，计算公式： 销售成本 / 平均存货
-2、应收账款周转率，计算公式： 赊销收入净额 / 平均应收账款余额
-3、流动资产周转率，计算公式： 销售收入 / 平均流动资产余额
-4、固定资产周转率，计算公式： 销售收入 / 平均固定资产净额
-5、总资产周转率，计算公式： 销售收入 / 平均资产总额
-
-盈利分析
-1、资产报酬率，计算公式： 利润总额+利息支出 / 平均资产总额
-2、净资产报酬率，计算公式： 净利润 / 平均净资产
-3、股东权益报酬率，计算公式： 净利润 / 平均股东权益总额
-4、毛利率，计算公式： 销售毛利 / 销售收入净额
-5、销售净利率，计算公式： 净利润 / 销售收入净额
-6、成本费用净利率，计算公式： 净利润 / 成本费用总额
-7、每股利润，计算公式： （净利润-优先股股利） / 流通在外股数
-8、每股现金流量，计算公式： （经营活动现金净流量-优先股股利） / 流通在外股数
-9、每股股利，计算公式： （现金股利总额-优先股股利） /流通在外股数
-10、股利发放率，计算公式： 每股股利 / 每股利润
-11、每股净资产，计算公式： 股东权益总额 / 流通在外股数
-12、市盈率，计算公式： 每股市价 / 每股利润
-13、主营业务利润率=主营业务利润/主营业务收入*100%
-
-发展分析
-1、营业增长率，计算公式： 本期营业增长额 / 上年同期营业收入总额
-2、资本积累率，计算公式： 本期所有者权益增长额 / 年初所有者权益
-3、总资产增长率，计算公式： 本期总资产增长额 / 年初资产总额
-4、固定资产成新率，计算公式： 平均固定资产净值 / 平均固定资产原值
-"""
-#==============================================================================
-#==============================================================================
-#==============================================================================
-#####以上的指标为时间序列；以下的指标为非时间序列，类似于快照信息
-#==============================================================================
-if __name__=='__main__':
-    symbol='JD'
-    symbol='AAPL'
-    symbol='BABA'
-    symbol='2883.HK'
-    symbol='EBAY'
-    
-    stock_info(symbol)
-
-def stock_info(symbol):
-    """
-    功能：返回静态信息
-    """
-    DEBUG=False
-    if DEBUG:
-        print("  DEBUG: in stock_info, symbol={}".format(symbol))
-    
-    from yahooquery import Ticker
-    stock = Ticker(symbol)
-
-    """
-    Asset Profile:
-    Head office address/zip/country, Officers, Employees, industry/sector, phone/fax,
-    web site,
-    Risk ranks: auditRisk, boardRisk, compensationRisk, overallRisk, shareHolderRightRisk,
-    compensationRisk: 薪酬风险。Jensen 及 Meckling (1976)的研究指出薪酬與管理者的風險承擔
-    具有關連性，站在管理者的立場來看，創新支出的投入使管理者承受更大的薪酬風險(compensation risk)，
-    管理者自然地要求更高的薪酬來補貼所面臨的風險，因此企業創新投資對管理者薪酬成正相關。
-    boardRisk: 董事会风险
-    shareHolderRightRisk：股权风险
-    """
-    adict=stock.asset_profile
-    keylist=list(adict[symbol].keys())
-    import pandas as pd    
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=ainfo.copy()
-
-
-    """
-    ESG Scores: Risk measurements
-    peerGroup, ratingYear, 
-    environmentScore, governanceScore, socialScore, totalEsg
-    dict: peerEnvironmentPerformance, peerGovernancePerformance, peerSocialPerformance, 
-    peerEsgScorePerformance
-    """
-    adict=stock.esg_scores
-    try:    #一些企业无此信息
-        keylist=list(adict[symbol].keys())
-        aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-        ainfo=aframe.T
-        info=pd.concat([info,ainfo])
-    except:
-        pass
-
-    """
-    Financial Data: TTM???
-    currentPrice, targetHighPrice, targetLowPrice, targetMeanPrice, targetMedianPrice, 
-    currentRatio, debtToEquity, earningsGrowth, ebitda, ebitdaMargins, financialCurrency,
-    freeCashflow, grossMargins, grossProfits, 
-    operatingCashflow, operatingMargins, profitMargins,
-    quickRatio, returnOnAssets, returnOnEquity, revenueGrowth, revenuePerShare, 
-    totalCash, totalCashPerShare, totalDebt, totalRevenue, 
-    """
-    adict=stock.financial_data
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo])    
-    
-
-    """
-    Key Statistics: TTM???
-    52WeekChang, SandP52WeekChang, beta, floatShares, sharesOutstanding, 
-    bookValue, earningsQuarterlyGrowth, enterpriseToEbitda, enterpriseToRevenue,
-    enterpriseValue, netIncomeToCommon, priceToBook, profitMargins, 
-    forwardEps, trailingEps,
-    heldPercentInsiders, heldPercentInstitutions, 
-    lastFiscalYearEnd, lastSplitDate, lastSplitFactor, mostRecentQuarter, nextFiscalYearEnd,
-    """
-    adict=stock.key_stats
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo]) 
-    
-    
-    """
-    Price Information:
-    currency, currencySymbol, exchange, exchangeName, shortName, 
-    longName, 
-    marketCap, marketState, quoteType, 
-    regularMarketChange, regularMarketChangPercent, regularMarketHigh, regularMarketLow, 
-    regularMarketOpen, regularMarketPreviousClose, regularMarketPrice, regularMarketTime,
-    regularMarketVolume, 
-    """
-    adict=stock.price
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo]) 
-    
-
-    """
-    Quote Type:
-    exchange, firstTradeDateEpocUtc(上市日期), longName, quoteType(证券类型：股票), 
-    shortName, symbol(当前代码), timeZoneFullName, timeZoneShortName, underlyingSymbol(原始代码), 
-    """
-    adict=stock.quote_type
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo]) 
-    
-
-    """
-    Share Purchase Activity
-    period(6m), totalInsiderShares
-    """
-    adict=stock.share_purchase_activity
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo]) 
-
-
-    """
-    # Summary detail
-    averageDailyVolume10Day, averageVolume, averageVolume10days, beta, currency, 
-    dayHigh, dayLow, fiftyDayAverage, fiftyTwoWeekHigh, fiftyTwoWeekLow, open, previousClose, 
-    regularMarketDayHigh, regularMarketDayLow, regularMarketOpen, regularMarketPreviousClose, 
-    regularMarketVolume, twoHundredDayAverage, volume, 
-    forwardPE, marketCap, priceToSalesTrailing12Months, 
-    dividendRate, dividendYield, exDividendDate, payoutRatio, trailingAnnualDividendRate,
-    trailingAnnualDividendYield, trailingPE, 
-    """
-    adict=stock.summary_detail
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo]) 
-
-    
-    """
-    summary_profile
-    address/city/country/zip, phone/fax, sector/industry, website/longBusinessSummary, 
-    fullTimeEmployees, 
-    """
-    adict=stock.summary_profile
-    keylist=list(adict[symbol].keys())
-    aframe=pd.DataFrame.from_dict(adict, orient='index', columns=keylist)
-    ainfo=aframe.T
-    info=pd.concat([info,ainfo])    
-
-    # 清洗数据项目
-    info.sort_index(inplace=True)   #排序
-    info.dropna(inplace=True)   #去掉空值
-    #去重
-    info['Item']=info.index
-    info.drop_duplicates(subset=['Item'],keep='last',inplace=True)
-    
-    #删除不需要的项目
-    delrows=['adult','alcoholic','animalTesting','ask','askSize','bid','bidSize', \
-             'catholic','coal','controversialWeapons','furLeather','gambling', \
-                 'gmo','gmtOffSetMilliseconds','militaryContract','messageBoardId', \
-                     'nuclear','palmOil','pesticides','tobacco','uuid','maxAge']
-    for r in delrows:
-       info.drop(info[info['Item']==r].index,inplace=True) 
-    
-    #修改列名
-    info.rename(columns={symbol:'Value'}, inplace=True) 
-    del info['Item']
-       
-    infot=info.T
-    #有的股票信息中缺失returnOnAssets或payoutRatio
-    try:       
-        #增加IGR
-        infot['IGR']=infot['returnOnAssets']*(1-infot['payoutRatio'])/(1-infot['returnOnAssets']*(1-infot['payoutRatio']))
-    except:
-        pass
-    
-    #增加SGR
-    try:
-        infot['SGR']=infot['returnOnEquity']*(1-infot['payoutRatio'])/(1-infot['returnOnEquity']*(1-infot['payoutRatio']))
-    except:
-        pass
-    
-    infott=infot.T   
-    
-    return infott
-
-
-if __name__=='__main__':
-    info=stock_info('AAPL')
-    info=stock_info('BABA')
-
-#==============================================================================
-if __name__=='__main__':
-    info=stock_info('AAPL')
-
-def stock_basic(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-              
-              #公司名称，业务
-              'underlyingSymbol','longName', \
-              
-              #公司地址，网站
-              'address1','address2','city','state','country','zip','phone','fax', \
-              'timeZoneShortName','timeZoneFullName','website', \
-              
-              #员工人数
-              'fullTimeEmployees', \
-              
-              #上市与交易所
-              'exchange','exchangeName','quoteType', \
-              
-              #其他
-              'beta','currency','currentPrice','marketCap','trailingPE', \
-                  
-              'ratingYear','ratingMonth']
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    basic=stock_basic(info)    
-
-#==============================================================================
-if __name__=='__main__':
-    info=stock_info('AAPL')
-
-def stock_officers(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-              
-              #公司高管
-              'currency','companyOfficers', \
-              
-              ]
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    sub_info=stock_officers(info)    
-
-#==============================================================================
-def stock_risk_general(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-              
-              'overallRisk','boardRisk','compensationRisk', \
-              'shareHolderRightsRisk','auditRisk', \
-                  
-              'ratingYear','ratingMonth']
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    risk_general=stock_risk_general(info)    
-
-#==============================================================================
-def stock_risk_esg(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-            
-              'totalEsg','esgPerformance','peerEsgScorePerformance', \
-              'environmentScore','peerEnvironmentPerformance', \
-              'socialScore','peerSocialPerformance', \
-              'governanceScore','peerGovernancePerformance', \
-              'peerGroup','relatedControversy','peerCount','percentile', \
-                
-              'ratingYear','ratingMonth']
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    risk_esg=stock_risk_esg(info)  
-    
-#==============================================================================
-def stock_fin_rates(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-              
-              'financialCurrency', \
-              
-              #偿债能力
-              'currentRatio','quickRatio','debtToEquity', \
-                  
-              #盈利能力
-              'ebitdaMargins','operatingMargins','grossMargins','profitMargins', \
-                  
-              #股东回报率
-              'returnOnAssets','returnOnEquity', \
-              'dividendRate','trailingAnnualDividendRate','trailingEps', \
-              'payoutRatio','revenuePerShare','totalCashPerShare', \
-              
-              #业务发展能力
-              'revenueGrowth','earningsGrowth','earningsQuarterlyGrowth', \
-              'enterpriseToRevenue','enterpriseToEbitda', \
-                
-              'ratingYear','ratingMonth']
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    fin_rates=stock_fin_rates(info) 
-
-#==============================================================================
-def stock_fin_statements(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-              
-              'financialCurrency','lastFiscalYearEnd','mostRecentQuarter','nextFiscalYearEnd', \
-              
-              #资产负债
-              'enterpriseValue','totalDebt','marketCap', \
-                  
-              #利润表
-              'totalRevenue','grossProfits','ebitda','netIncomeToCommon', \
-                  
-              #现金流量
-              'operatingCashflow','freeCashflow','totalCash', \
-              
-              #股票数量
-              'sharesOutstanding','floatShares','totalInsiderShares', \
-                
-              'ratingYear','ratingMonth']
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    fin_statements=stock_fin_statements(info) 
-
-#==============================================================================
-def stock_market_rates(info):
-    
-    wishlist=['symbol','shortName','sector','industry', \
-              
-              'currency','currencySymbol', \
-              
-              #市场观察
-              'priceToBook','priceToSalesTrailing12Months','recommendationKey', \
-              
-              #市场风险与收益
-              'beta','52WeekChange','SandP52WeekChange', \
-              'trailingEps','forwardEps','trailingPE','forwardPE','pegRatio', \
-              
-              #分红
-              'dividendYield','fiveYearAvgDividendYield','trailingAnnualDividendYield', \
-                  
-              #持股
-              'heldPercentInsiders','heldPercentInstitutions', \
-              
-              #股票流通
-              'sharesOutstanding','totalInsiderShares','floatShares', \
-              'sharesPercentSharesOut','shortPercentOfFloat','shortRatio', \
-                
-              'ratingYear','ratingMonth']
-        
-    #按照wishlist的顺序从info中取值
-    rowlist=list(info.index)
-    import pandas as pd
-    info_sub=pd.DataFrame(columns=['Item','Value'])
-    infot=info.T
-    for w in wishlist:
-        if w in rowlist:
-            v=infot[w][0]
-            s=pd.Series({'Item':w,'Value':v})
-            try:
-                info_sub=info_sub.append(s,ignore_index=True)
-            except:
-                info_sub=info_sub._append(s,ignore_index=True)
-    
-    return info_sub
-
-if __name__=='__main__':
-    market_rates=stock_market_rates(info) 
-
-#==============================================================================
-if __name__=='__main__':
-    ticker='01810.HK'
-    ticker='AAPL'
-    info_type='fin_rates' 
-
-def get_stock_profile(ticker,info_type='basic',graph=True):
-    """
-    功能：抓取和获得股票的信息
-    basic: 基本信息
-    fin_rates: 财务比率快照
-    fin_statements: 财务报表快照
-    market_rates: 市场比率快照
-    risk_general: 一般风险快照
-    risk_esg: 可持续发展风险快照（有些股票无此信息）
-    """
-    #print("\nSearching for snapshot info of",ticker,"\b, please wait...")
-
-    typelist=['basic','officers','fin_rates','fin_statements','market_rates','risk_general','risk_esg','all']    
-    if info_type not in typelist:
-        print("  #Sorry, info_type not supported for",info_type)
-        print("  Supported info_type:\n",typelist)
-        return None
-
-    #改变港股代码，去掉前导的0或8
-    if '.HK' in ticker.upper():
-        ticker=ticker[-7:]
-
-    info=stock_info(ticker)
-    if not graph: return info
-    
-    name=info.T['shortName'][0]
-    if info_type in ['basic','all']:
-        sub_info=stock_basic(info)
-        titletxt="***** "+name+": Basic Information *****"        
-        printdf(sub_info,titletxt)
-    
-    if info_type in ['officers','all']:
-        sub_info=stock_officers(info)
-        titletxt="***** "+name+": Company Senior Management *****"        
-        printdf(sub_info,titletxt)    
-    
-    if info_type in ['fin_rates','all']:
-        sub_info=stock_fin_rates(info)
-        titletxt="***** "+name+": Fundamental Rates *****"        
-        printdf(sub_info,titletxt)
-    
-    if info_type in ['fin_statements','all']:
-        sub_info=stock_fin_statements(info)
-        titletxt="***** "+name+": Financial Statements *****"        
-        printdf(sub_info,titletxt)
-    
-    if info_type in ['market_rates','all']:
-        sub_info=stock_market_rates(info)
-        titletxt="***** "+name+": Market Rates *****"        
-        printdf(sub_info,titletxt)
-    
-    if info_type in ['risk_general','all']:
-        sub_info=stock_risk_general(info)
-        titletxt="***** "+name+": Risk General *****"+ \
-            "\n(Bigger number means higher risk)"
-        printdf(sub_info,titletxt)
-    
-    if info_type in ['risk_esg','all']:
-        sub_info=stock_risk_esg(info)
-        if len(sub_info)==0:
-            print("#Error(get_stock_profile): esg info not available for",ticker)
-        else:
-            titletxt="***** "+name+": Sustainability Risk *****"+ \
-                "\n(Smaller number means less risky)"
-            printdf(sub_info,titletxt)
-    
-    return info
-
-if __name__=='__main__':
-    info=get_stock_profile(ticker,info_type='basic')
-    info=get_stock_profile(ticker,info_type='officers')
-    info=get_stock_profile(ticker,info_type='fin_rates')
-    info=get_stock_profile(ticker,info_type='fin_statements')
-    info=get_stock_profile(ticker,info_type='market_rates')
-    info=get_stock_profile(ticker,info_type='risk_general')
-    info=get_stock_profile(ticker,info_type='risk_esg')
-
-#==============================================================================
-if __name__=='__main__':
-    ticker='AAPL'
-    info=stock_info(ticker)
-    sub_info=stock_officers(info)
-    titletxt="***** "+ticker+": Snr Management *****"
-
-def printdf(sub_info,titletxt):
-    """
-    功能：整齐显示股票信息快照
-    """
-    print("\n"+titletxt)
-    
-    maxlen=0
-    for index,row in sub_info.iterrows():
-        if len(row['Item']) > maxlen: maxlen=len(row['Item'])
-
-    for index,row in sub_info.iterrows():
-        
-        #特殊打印：高管信息
-        if row['Item']=="companyOfficers":
-            print_companyOfficers(sub_info)
-            continue
-        
-        #特殊打印：ESG同行状况
-        peerlist=["peerEsgScorePerformance","peerEnvironmentPerformance", \
-                 "peerSocialPerformance","peerGovernancePerformance"]
-        if row['Item'] in peerlist:
-            print_peerPerformance(sub_info,row['Item'])
-            continue
-
-        #特殊打印：ESG Social风险内容
-        if row['Item']=="relatedControversy":
-            print_controversy(sub_info,row['Item'])
-            continue
-
-        thislen=maxlen-len(row['Item'])
-        print(row['Item'],'.'*thislen,'\b:',row['Value'])
-    
-    import datetime
-    today=datetime.date.today()
-    print("*** Source: Yahoo Finance,",today)
-    
-    return
-
-if __name__=='__main__':
-    printdf(sub_info,titletxt)
-
-#==============================================================================
-if __name__=='__main__':
-    info=stock_info('AAPL')
-    sub_info=stock_officers(info)
-
-def print_companyOfficers(sub_info):
-    """
-    功能：打印公司高管信息
-    """
-    item='companyOfficers'
-    itemtxt='Company officers:'
-    key1='name'
-    key2='title'
-    key3='yearBorn'
-    key4='age'
-    key6='totalPay'
-    key7='fiscalYear'
-    currency=list(sub_info[sub_info['Item'] == 'currency']['Value'])[0]
-    alist=list(sub_info[sub_info['Item'] == item]['Value'])[0]
-    
-    print(itemtxt)
-    for i in alist:
-        print(' '*4,i[key1])
-        print(' '*8,i[key2],'\b,',i[key4],'years old (born',i[key3],'\b)')
-        print(' '*8,'Total paid',currency+str(format(i[key6],',')),'@'+str(i[key7]))
-        
-    return
-
-if __name__=='__main__':
-    print_companyOfficers(sub_info)
-
-#==============================================================================
-if __name__=='__main__':
-    info=stock_info('AAPL')
-    sub_info=stock_risk_esg(info)
-    item="peerEsgScorePerformance"
-
-def print_peerPerformance(sub_info,item):
-    """
-    功能：打印ESG信息
-    """
-    maxlen=0
-    for index,row in sub_info.iterrows():
-        if len(row['Item']) > maxlen: maxlen=len(row['Item'])
-    thislen=maxlen-len(item)+2
-    itemtxt=item+'.'*thislen+'\b:'
-    
-    key1='min'
-    key2='avg'
-    key3='max'
-    i=list(sub_info[sub_info['Item'] == item]['Value'])[0]
-    
-    print(itemtxt)
-    print(' '*4,key1+':',i[key1],'\b,',key2+':',round(i[key2],2),'\b,',key3+':',i[key3])
-        
-    return
-
-if __name__=='__main__':
-    print_peerPerformance(sub_info,item)
-
-#==============================================================================
-if __name__=='__main__':
-    info=stock_info('AAPL')
-    sub_info=stock_risk_esg(info)
-    item='relatedControversy'
-
-def print_controversy(sub_info,item):
-    """
-    功能：打印ESG Social风险内容
-    """
-    maxlen=0
-    for index,row in sub_info.iterrows():
-        if len(row['Item']) > maxlen: maxlen=len(row['Item'])
-    thislen=maxlen-len(item)+2
-    itemtxt=item+'.'*thislen+'\b:'
-    
-    alist=list(sub_info[sub_info['Item'] == item]['Value'])[0]
-    
-    print(itemtxt)
-    for i in alist:
-        print(' '*4,i)
-        
-    return
-
-if __name__=='__main__':
-    print_controversy(sub_info,item)
-
-#==============================================================================
-def calc_dupont(ticker):
-    """
-    功能：计算股票ticker的杜邦分析项目
-    """
-    fsr2=get_financial_rates(ticker)
-    if fsr2 is None:
-        print("  #Error(calc_dupont): failed to retrieved info for",ticker)
-        return None   
-    
-    dpidf=fsr2[['ticker','endDate','periodType','ROE','Profit Margin','Total Asset Turnover','Equity Multiplier']]    
-    dpidf['pROE']=dpidf['Profit Margin']*dpidf['Total Asset Turnover']*dpidf['Equity Multiplier']
-    
-    return dpidf
-#==============================================================================
-if __name__=='__main__':
-    tickerlist=['AAPL','MSFT','FB']
-    fsdate='latest'
-    scale1 = 10
-    scale2 = 10
-    hatchlist=['.', 'o', '\\']
-
-def compare_dupont(tickerlist,fsdate='latest', \
-                   sort='PM',facecolor='whitesmoke',font_size='16px', \
-                       loc1='best',retry=10, \
-                   scale1 = 10,scale2 = 10,hatchlist=['.', 'o', '\\']):
-    """
-    功能：获得tickerlist中每只股票的杜邦分析项目，绘制柱状叠加比较图
-    tickerlist：股票代码列表，建议在10只以内
-    fsdate：财报日期，默认为最新一期季报/年报，或具体日期，格式：YYYY-MM-DD
-    scale1：用于放大销售净利率，避免与权益乘数数量级不一致导致绘图难看问题，可自行调整
-    scale2：用于放大总资产周转率，避免与权益乘数数量级不一致导致绘图难看问题，可自行调整
-    hatchlist：绘制柱状图的纹理，用于黑白打印时区分，可自定义，
-    可用的符号：'-', '+', 'x', '\\', '*', 'o', 'O', '.'    
-    """
-    import pandas as pd
-
-    lang=check_language()
-    """
-        ticker ='Ticker'
-        name1 = 'Profit Margin'
-        name2 = 'Asset Turnover'
-        name3 = 'Equity Multiplier'
-        name4 = 'ROE'
-        name5 = 'Report Date'
-        name6 = 'Report Type'    
-    """
-    ticker = '公司'
-    name1 = '销售净利率'
-    name2 = '总资产周转率'
-    name3 = '权益乘数'
-    name4 = '净资产收益率'
-    name5 = '财报日期'
-    name6 = '财报类型'    
-
-    import os, sys
-    class HiddenPrints:
-        def __enter__(self):
-            self._original_stdout = sys.stdout
-            sys.stdout = open(os.devnull, 'w')
-
-        def __exit__(self, exc_type, exc_val, exc_tb):
-            sys.stdout.close()
-            sys.stdout = self._original_stdout
-    
-    dpidflist,dpilist,fsdatelist,fstypelist=[],[],[],[]
-    name1list,name2list,name3list,name4list,name5list,name6list=[],[],[],[],[],[]
-    newtickerlist=[]
-    print("Working on DuPont factsheet, it takes a very long time, take a breather ...")
-    
-    #第1次尝试
-    faillist=[]
-    for t in tickerlist:
-        try:
-            with HiddenPrints():
-                dpidf=calc_dupont(t)
-        except:
-            print("  #Warning(compare_dupont): found errors in accounting items, ignore",t)
-            continue
-        
-        #未出错，但未抓取到数据，再试
-        if dpidf is None: 
-            faillist=faillist+[t]
-            #sleep_random(max_sleep=30)
-            continue
-        
-        if fsdate == 'latest': 
-            try:
-                dpi=dpidf.tail(1)
-            except:
-                print(f"  #Warning(compare_dupont): got empty data for {t} @ {fsdate} financials")
-                faillist=faillist+[t]
-                #sleep_random(max_sleep=30)
-                continue
-        elif fsdate == 'annual':
-            dpidf_tmp=dpidf[dpidf['periodType']=="12M"]
-            try:
-                dpi=dpidf_tmp.tail(1)
-            except:
-                print(f"  #Warning(compare_dupont): got empty data for {t} @ {fsdate} financials")  
-                faillist=faillist+[t]
-                #sleep_random(max_sleep=30)
-                continue
-                
-        elif fsdate == 'quarterly':
-            dpidf_tmp=dpidf[dpidf['periodType']=="3M"]
-            try:
-                dpi=dpidf_tmp.tail(1)
-            except:
-                print(f"  #Warning(compare_dupont): got empty data for {t} @ {fsdate} financials")  
-                faillist=faillist+[t]
-                #sleep_random(max_sleep=30)
-                continue
-        else: dpi=dpidf[dpidf['endDate']==fsdate]
-        if len(dpi) == 0:
-            print("  #Warning(compare_dupont): financial statements not found for",t,'@',fsdate)
-            faillist=faillist+[t]
-            #sleep_random(max_sleep=30)
-            continue
-        
-        newtickerlist=newtickerlist+[t]
-        dpidflist=dpidflist+[dpidf]
-        dpilist=dpilist+[dpi]
-        fsdatelist=fsdatelist+[dpi['endDate'][0]]
-        fstypelist=fstypelist+[dpi['periodType'][0]]
-        
-        name1list=name1list+[dpi['Profit Margin'][0]*scale1]
-        name2list=name2list+[dpi['Total Asset Turnover'][0]*scale2]
-        name3list=name3list+[dpi['Equity Multiplier'][0]]
-        name4list=name4list+[dpi['ROE'][0]]
-        name5list=name5list+[dpi['endDate'][0]]
-        name6list=name6list+[dpi['periodType'][0]]
-        
-        #显示进度
-        #print_progress_percent2(t,tickerlist,steps=5,leading_blanks=4)
-        print(f"  *** Successfully obtained financial information for {t}")
-    
-    #第2次尝试
-    for i in range(retry):
-        if len(faillist) == 0: break
-    
-        tickerlist=faillist
-        faillist=[]
-        
-        for t in tickerlist:
-            try:
-                with HiddenPrints():
-                    dpidf=calc_dupont(t)
-            except:
-                print("  #Warning(compare_dupont): found errors in accounting items, ignore",t)
-                continue
-            
-            #未出错，但未抓取到数据，再试
-            if dpidf is None: 
-                faillist=faillist+[t]
-                #sleep_random(max_sleep=30)
-                continue
-            
-            if fsdate == 'latest': 
-                try:
-                    dpi=dpidf.tail(1)
-                except:
-                    print(f"  #Warning(compare_dupont): got empty data for {t} @ {fsdate} financials")
-                    faillist=faillist+[t]
-                    #sleep_random(max_sleep=30)
-                    continue
-            elif fsdate == 'annual':
-                dpidf_tmp=dpidf[dpidf['periodType']=="12M"]
-                try:
-                    dpi=dpidf_tmp.tail(1)
-                except:
-                    print(f"  #Warning(compare_dupont): got empty data for {t} @ {fsdate} financials")  
-                    faillist=faillist+[t]
-                    #sleep_random(max_sleep=30)
-                    continue
-                    
-            elif fsdate == 'quarterly':
-                dpidf_tmp=dpidf[dpidf['periodType']=="3M"]
-                try:
-                    dpi=dpidf_tmp.tail(1)
-                except:
-                    print(f"  #Warning(compare_dupont): got empty data for {t} @ {fsdate} financials")  
-                    faillist=faillist+[t]
-                    #sleep_random(max_sleep=30)
-                    continue
-            else: dpi=dpidf[dpidf['endDate']==fsdate]
-            if len(dpi) == 0:
-                print("  #Warning(compare_dupont): financial statements not found for",t,'@',fsdate)
-                faillist=faillist+[t]
-                #sleep_random(max_sleep=30)
-                continue
-            
-            newtickerlist=newtickerlist+[t]
-            dpidflist=dpidflist+[dpidf]
-            dpilist=dpilist+[dpi]
-            fsdatelist=fsdatelist+[dpi['endDate'][0]]
-            fstypelist=fstypelist+[dpi['periodType'][0]]
-            
-            name1list=name1list+[dpi['Profit Margin'][0]*scale1]
-            name2list=name2list+[dpi['Total Asset Turnover'][0]*scale2]
-            name3list=name3list+[dpi['Equity Multiplier'][0]]
-            name4list=name4list+[dpi['ROE'][0]]
-            name5list=name5list+[dpi['endDate'][0]]
-            name6list=name6list+[dpi['periodType'][0]]
-            
-            #显示进度
-            #print_progress_percent2(t,tickerlist,steps=5,leading_blanks=4)
-            print(f"  *** Successfully obtained financial information for {t}")
-
-
-    if len(faillist) > 0:
-        print(f"  ~~~ Pity: failed to fetch financials for {faillist}")
-    
-    tickerlist=newtickerlist
-    raw_data = {ticker:tickerlist,
-            name1:name1list,
-            name2:name2list,
-            name3:name3list,
-            name4:name4list,
-            name5:name5list,
-            name6:name6list}
-
-    df = pd.DataFrame(raw_data,columns=[ticker,name1,name2,name3,name4,name5,name6])
-    num=len(df['公司'])
-    for i in range(num):
-        code=df.loc[i,'公司']
-        df.loc[i,'公司']=ticker_name(code)
-
-    # 排序
-    if sort=='PM':
-        df.sort_values(name1,ascending=False,inplace=True)
-        sorttxt=text_lang("：按照"+name1+"降序排列",": By Descending"+name1)
-    elif sort=='TAT':
-        df.sort_values(name2,ascending=False,inplace=True)
-        sorttxt=text_lang("：按照"+name2+"降序排列",": By Descending"+name2)
-    elif sort=='EM':
-        df.sort_values(name3,ascending=False,inplace=True)
-        sorttxt=text_lang("：按照"+name3+"降序排列",": By Descending"+name3)
-    else:
-        df.sort_values(name1,ascending=False,inplace=True)
-        sorttxt=text_lang("：按照"+name1+"降序排列",": By Descending"+name1)
-
-    # 绘图    
-    #f,ax1 = plt.subplots(1,figsize=(10,5))
-    f,ax1 = plt.subplots(1,figsize=(12.8,6.4))
-    w = 0.75
-    x = [i+1 for i in range(len(df[name1]))]
-    #tick_pos = [i+(w/2.) for i in x]
-    tick_pos = [i for i in x]
-
-    ax1.bar(x,df[name3],width=w,bottom=[i+j for i,j in zip(df[name1],df[name2])], \
-            label=ectranslate(name3),alpha=0.5,color='green',hatch=hatchlist[0], \
-            edgecolor='black',align='center')
-    ax1.bar(x,df[name2],width=w,bottom=df[name1],label=ectranslate(name2),alpha=0.5,color='red', \
-            hatch=hatchlist[1], edgecolor='black',align='center')
-    ax1.bar(x,df[name1],width=w,label=ectranslate(name1),alpha=0.5,color='blue', \
-            hatch=hatchlist[2], edgecolor='black',align='center')
-
-    plt.xticks(tick_pos,df[ticker])
-    if lang == 'English':
-        plt.ylabel(texttranslate("杜邦分析分解项目"),fontsize=ylabel_txt_size)
-    else:
-        plt.ylabel("杜邦分析分解项目",fontsize=ylabel_txt_size)
-    
-    tickernamelist,fstypenamelist=[],[]
-    for i in range(num):
-        tickernamelist=tickernamelist+[ticker_name(tickerlist[i])]
-        if fstypelist[i]=='3M': fsname='季报'
-        else: fsname='年报'
-        fstypenamelist=fstypenamelist+[fsname]
-    
-    if lang == 'Chinese':
-        footnote='【'+'财报日期及类型'+'】'
-    else:
-        footnote='【'+texttranslate('财报日期及类型')+'】'
-        
-    #检查财报类型是否一致
-    name5types=len(df.groupby(name5).count())
-    if name5types > 1:
-        #财报类型不一致
-        linenum=0   
-        for i in range(num):
-            if linenum % 4 == 3:
-                footnote=footnote+'\n'
-            footnote=footnote+ticker_name(tickerlist[i])+"："+fsdatelist[i]+"，"+fstypenamelist[i]
-            if linenum < num -1:
-                footnote=footnote+'；'
-            linenum=linenum + 1
-    else:
-        footnote=footnote+fsdatelist[0]+"，"+fstypenamelist[0]
-        
-    import datetime; today=datetime.date.today()
-    #footnote1=footnote+'\n'+"【图示放大比例】"+name1+'：x'+str(scale1)+'，'+name2+'：x'+str(scale2)
-    if lang == 'Chinese':
-        footnote1="【图示放大比例】"+name1+'：x'+str(scale1)+'，'+name2+'：x'+str(scale2)
-        footnote2=footnote1+'\n'+"数据来源：雅虎财经,"+' '+str(today)
-    else:
-        footnote1=texttranslate("【图示放大比例】")+ectranslate(name1)+'：x'+str(scale1)+'，'+ectranslate(name2)+'：x'+str(scale2)
-        footnote2=footnote1+'\n'+texttranslate("数据来源: 雅虎财经,")+' '+str(today)
-    plt.xlabel(footnote2,fontsize=xlabel_txt_size)
-    
-    plt.legend(loc=loc1,fontsize=legend_txt_size)
-    if lang == 'Chinese':
-        plt.title("杜邦分析对比图"+sorttxt,fontsize=title_txt_size,fontweight='bold')
-    else:
-        plt.title(texttranslate("杜邦分析对比图")+sorttxt,fontsize=title_txt_size,fontweight='bold')
-    plt.xlim([min(tick_pos)-w,max(tick_pos)+w])
-    
-    plt.gca().set_facecolor('whitesmoke')
-    plt.show()    
-    
-    #设置打印对齐
-    pd.set_option('display.max_columns', 1000)
-    pd.set_option('display.width', 1000)
-    pd.set_option('display.max_colwidth', 1000)
-    pd.set_option('display.unicode.ambiguous_as_wide', True)
-    pd.set_option('display.unicode.east_asian_width', True)    
-    
-    df[name1]=df[name1]/scale1
-    df[name2]=df[name2]/scale2
-
-    for i in range(num):
-        code=df.loc[i,'财报类型']
-        if code == '3M': df.loc[i,'财报类型']='季报'
-        else: df.loc[i,'财报类型']='年报'
-    
-    dfcols=list(df)
-    dfecols=[]
-    for c in dfcols:
-        ce=ectranslate(c)
-        dfecols=dfecols+[ce]
-        df[ce]=df[c]
-    df[ectranslate('财报类型')]=df['财报类型'].apply(lambda x:'Quarterly' if x=='季报' else 'Annual')
-    dfe=df[dfecols]
-    
-    titletxt=text_lang("杜邦分析分项数据表","Du Pont Identity Fact Sheet")
-    footnote=text_lang("数据来源: 雅虎财经","Data source: Yahoo Finance")+', '+str(today)    
-    #确定表格字体大小
-    titile_font_size=font_size
-    heading_font_size=data_font_size=str(int(font_size.replace('px',''))-1)+'px'   
-    
-    df_display_CSS(df=df,titletxt=titletxt,footnote=footnote, \
-                   facecolor=facecolor,decimals=4, \
-               titile_font_size=titile_font_size,heading_font_size=heading_font_size, \
-               data_font_size=data_font_size)
-
-    
-    #合并所有历史记录
-    alldf=pd.concat(dpidflist)
-    alldf.dropna(inplace=True)
-    del alldf['pROE']
-    
-    """
-    allnum=len(alldf)
-    for i in range(allnum):
-        code=alldf.loc[i,'periodType']
-        if code == '3M': alldf.loc[i,'periodType']='Quarterly'
-        else: alldf.loc[i,'periodType']='Annual'    
-    """
-    return alldf
-
-if __name__=='__main__':
-    tickerlist=['IBM','DELL','WMT'] 
-    df=compare_dupont(tickerlist,fsdate='latest',scale1 = 100,scale2 = 10)   
-#==============================================================================
-
-
-
-#==============================================================================
-#==============================================================================