siat 3.9.20__py3-none-any.whl → 3.9.22__py3-none-any.whl

siat/financials2.py

@@ -124,7 +124,7 @@ def fs_analysis(tickers,fsdates=[],analysis_type='balance sheet', \
     可为基本信息'profile'、高管概况('officers')、分红('dividend')、股票分拆('split')、市场表现('market')、
     财务状况('financial')、一般风险('risk')、ESG风险('esg')
     
-    business_period：业务期间类型，可为季报'quarterly'，年报'annual'、最近的6次报告'recent', 所有'all' 
+    business_period：业务期间类型，可为季报'quarterly'，默认年报'annual'、最近的6次报告'recent', 所有'all' 
     scale1：仅用于杜邦分析，放大倍数（以便缩小与EM之间的数量级差异），用于Profit Margin，默认10
     scale2：仅用于杜邦分析，放大倍数，用于Total Asset Turnover，默认10
     dupont_sort：仅用于杜邦分析，用于排序指标，默认净利润率'PM'，还可为总资产周转率'TAT'或权益乘数'EM'
@@ -302,8 +302,9 @@ def fs_analysis(tickers,fsdates=[],analysis_type='balance sheet', \
                 fsdf4=fsdf3[fsdf3['periodType']=='Quarterly']
             elif business_period == 'annual':
                 fsdf4=fsdf3[fsdf3['periodType']=='Annual']   
-            else:
-                fsdf4=fsdf3[fsdf3['periodType']=='Annual']                
+            else: #'all'
+                #fsdf4=fsdf3[fsdf3['periodType'].isin(['Annual','Quarterly'])]     
+                fsdf4=fsdf3
                 
             # 转置
             fsdf4=fsdf4.T
@@ -593,8 +594,10 @@ def fs_analysis(tickers,fsdates=[],analysis_type='balance sheet', \
                     fsdf4=fsdf3[fsdf3['periodType']=='Annual']
                 elif business_period == 'all':
                     fsdf4=fsdf3                    
+                    #fsdf4=fsdf3[fsdf3['periodType'].isin(['Annual','Quarterly'])]
                 else:
-                    fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    #fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    fsdf4=fsdf3
                     
                 # 转置
                 fsdf4=fsdf4.T
@@ -638,6 +641,7 @@ def fs_analysis(tickers,fsdates=[],analysis_type='balance sheet', \
                     dftmp=get_financial_rates(t)
                 if dftmp is None:
                     print("  #Warning(fs_analysis): financial info unaccessible for",t)
+                    print(f"  Solution: make sure {t} is correct, try again later")
                     return None
                 
                 if business_period=='recent':
@@ -803,8 +807,10 @@ def fs_analysis(tickers,fsdates=[],analysis_type='balance sheet', \
                     fsdf4=fsdf3[fsdf3['periodType']=='Annual']
                 elif business_period == 'all':
                     fsdf4=fsdf3                    
+                    #fsdf4=fsdf3[fsdf3['periodType'].isin(['Annual','Quarterly'])]
                 else:
-                    fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    #fsdf4=fsdf3[fsdf3['periodType']=='Annual']
+                    fsdf4=fsdf3
                     
                 # 转置
                 fsdf4=fsdf4.T

siat/grafix.py

@@ -331,7 +331,11 @@ def plot_line(df0,colname,collabel,ylabeltxt,titletxt,footnote,datatag=False, \
                     atpd=at
                     
                 if DEBUG: print(f"atpd={atpd}")
-                at_str=atpd.strftime('%Y-%m-%d')
+                    
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 #plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)
 
@@ -724,8 +728,11 @@ def plot_line2_coaxial(df01,ticker1,colname1,label1, \
 
                 if DEBUG:
                     print("atpd=",atpd)
-                
-                at_str=atpd.strftime('%Y-%m-%d')
+                    
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)        
 
     if not attention_point_area=='':
@@ -995,8 +1002,11 @@ def plot_line2_coaxial2(df01,ticker1,colname1,label1, \
 
                 if DEBUG:
                     print("atpd=",atpd)
-                
-                at_str=atpd.strftime('%Y-%m-%d')
+                    
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 #plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)
 
@@ -1212,8 +1222,11 @@ def plot_line2_twinx(df01,ticker1,colname1,label1, \
                     atpd=pd.to_datetime(at)
                 except:
                     atpd=at
-                
-                at_str=atpd.strftime('%Y-%m-%d')
+                    
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)        
 
     if not attention_point_area=='':
@@ -1463,7 +1476,10 @@ def plot_line2_LR(df01,ticker1,colname1,label1, \
                 except:
                     atpd=at
                     
-                at_str=atpd.strftime('%Y-%m-%d')
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 #ax.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))  
                 ax.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)        
 
@@ -1709,7 +1725,10 @@ def plot_line2_UD(df01,ticker1,colname1,label1, \
                 except:
                     atpd=at
                     
-                at_str=atpd.strftime('%Y-%m-%d')
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 #ax.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))  
                 ax.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)        
 
@@ -1952,7 +1971,10 @@ def plot_line2_twinx2(df01,ticker1,colname1,label1, \
                 except:
                     atpd=at
                     
-                at_str=atpd.strftime('%Y-%m-%d')
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 #plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))    
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)        
 
@@ -2422,7 +2444,11 @@ def draw_lines(df0,y_label,x_label,axhline_value,axhline_label,title_txt, \
                 plt.arrow(atpd,yaxis_min,arrow_dx,arrow_dy,ls=':',lw=2,fc=color,ec=color,alpha=0.5,shape='full', \
                           width=0.05,length_includes_head=True)
                 """
-                at_str=atpd.strftime('%Y-%m-%d')
+                    
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
                 #plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)
 
@@ -2801,7 +2827,11 @@ def draw_lines2(df0,y_label,x_label,axhline_value,axhline_label,title_txt, \
                 except:
                     atpd=at
                     
-                at_str=atpd.strftime('%Y-%m-%d')
+                try:
+                    at_str=atpd.strftime('%Y-%m-%d')
+                except:
+                    at_str=atpd
+                    
                 #plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+str(at))
                 plt.axvline(x=atpd,ls=":",c=color,linewidth=1.5,label=text_lang("关注点","Attention point ")+at_str)
 

siat/stock.py

@@ -127,7 +127,7 @@ def get_profile(ticker):
         dic=tp.info
     except:
         print(f"  #Error(get_profile): failed to retrieve info for {ticker}")
-        print("  Solution: need access to Yahoo")
+        print("  Solution: try get_stock_profile instead")
         return None    
 
     if dic is None:
@@ -3542,6 +3542,7 @@ def get_stock_profile(ticker,info_type='basic',printout=True):
             return None
     if info is None:
         print("  #Error(get_stock_profile): retrieved none info of",ticker)
+        print(f"  Solution: if {ticker} is correct, try again later!")
         return None
     if len(info) == 0:
         print("  #Error(get_stock_profile): retrieved empty info of",ticker)

{siat-3.9.20.dist-info → siat-3.9.22.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.2
 Name: siat
-Version: 3.9.20
+Version: 3.9.22
 Summary: Securities Investment Analysis Tools (siat)
 Home-page: https://pypi.org/project/siat/
 Author: Prof. WANG Dehong, International Business School, Beijing Foreign Studies University

{siat-3.9.20.dist-info → siat-3.9.22.dist-info}/RECORD

@@ -44,7 +44,7 @@ siat/financial_statements.py,sha256=xx0SMpFqAMKm6cj8uYeG2RpJE6G-RoJ3NWa33UyaVMk,
 siat/financial_statements_test.py,sha256=FLhx8JD-tVVWSBGux6AMz1jioXX4U4bp9DmgFHYXb_w,716
 siat/financials.py,sha256=hcXcwozYhfMtW6cTE2bDp5R80-IEKAyUHFO6mJ87GXQ,86267
 siat/financials2 - 副本.py,sha256=dKlNjIfKeoSy055fQ6E6TUj9HEoO5Ney9grD84J5kfk,14389
-siat/financials2.py,sha256=YF-A-5iSTzLXTFI0sDGju4_6T87wWC9IlFd4fSXbJXw,50805
+siat/financials2.py,sha256=Yp2ffv3vc7zFwnJhYljWXbuyOANDpsW5btXjUdMkbB8,51177
 siat/financials_china.py,sha256=iHF3lEESTK9DLWLBHFpyxn3S_dO2sNBE89xqaVYpNCw,192459
 siat/financials_china2.py,sha256=VvkzkjZeH84zwypR7ReldgJeZ7jnNw0qkzebvWMPm10,94956
 siat/financials_china2_test.py,sha256=Erz5k4LyOplBBvYls2MypuqHpVNJ3daiLdyeJezNPu0,2722
@@ -64,7 +64,7 @@ siat/future_china.py,sha256=F-HsIf2Op8Z22RzTjet1g8COzldgnMjFNSXsAkeGyWo,17595
 siat/future_china_test.py,sha256=BrSzmDVaOHki6rntOtosmRn-6dkfOBuLulJNqh7MOpc,1163
 siat/global_index_test.py,sha256=hnFp3wqqzzL-kAP8mgxDZ54Bd5Ijf6ENi5YJlGBgcXw,2402
 siat/google_authenticator.py,sha256=ZUbZR8OW0IAKDbcYtlqGqIpZdERpFor9NccFELxg9yI,1637
-siat/grafix.py,sha256=8aL8z5TF963T7GgW62iNL5h5P_HA_AxAVxmBJK3Os28,141240
+siat/grafix.py,sha256=z5XaWWxAaPWje8zXfFJoHHgRtAHUfFCyzQRtdU3NdSw,142074
 siat/grafix_test.py,sha256=kXvcpLgQNO7wd30g_bWljLj5UH7bIVI0_dUtXbfiKR0,3150
 siat/holding_risk.py,sha256=uWRtMMJqKr-puQn26g6Fq5N3mFB70c0B99zLQug8hAo,30774
 siat/holding_risk_test.py,sha256=FRlw_9wFG98BYcg_cSj95HX5WZ1TvkGaOUdXD7-V86s,474
@@ -110,7 +110,7 @@ siat/security_trend2-20240620.py,sha256=QVnEcb7AyVbO77jVqfFsJffGXrX8pgJ9xCfoAKmW
 siat/security_trend2.py,sha256=8-Z-PWaX8fjnyAyfxEp3qXdVllgDpRISOASKEn7Zeoc,30706
 siat/setup.py,sha256=up65rQGLmTBkhtaMLowjoQXYmIsnycnm4g1SYmeQS6o,1335
 siat/shenwan index history test.py,sha256=JCVAzOSEldHalhSFa3pqD8JI_8_djPMQOxpkuYU-Esg,1418
-siat/stock.py,sha256=itQquZpB8B086nmzzGadppGKsTE6Y7aGizhamGIXs0I,159860
+siat/stock.py,sha256=ixl9NWhFS-z9cQUnBOaQ_u2gqsCiG02zZZrLVBSqPwQ,159941
 siat/stock_advice_linear.py,sha256=-twT7IGP-NEplkL1WPSACcNJjggRB2j4mlAQCkzOAuo,31655
 siat/stock_base.py,sha256=uISvbRyOGy8p9QREA96CVydgflBkn5L3OXOGKl8oanc,1312
 siat/stock_china.py,sha256=85Ggb21E2mrCYMdSSTTrkoyyLGXMK2V-BtlweHomSRg,93460
@@ -145,8 +145,8 @@ siat/valuation_china.py,sha256=eSKIDckyjG8QkENlW_OKkqbQHno8pzDcomBO9iGNJVM,83079
 siat/valuation_market_china_test.py,sha256=gbJ0ioauuo4koTPH6WKUkqcXiQPafnbhU5eKJ6lpdLA,1571
 siat/var_model_validation.py,sha256=R0caWnuZarrRg9939hxh3vJIIpIyPfvelYmzFNZtPbo,14910
 siat/yf_name.py,sha256=laNKMTZ9hdenGX3IZ7G0a2RLBKEWtUQJFY9CWuk_fp8,24058
-siat-3.9.20.dist-info/LICENSE,sha256=NTEMMROY9_4U1szoKC3N2BLHcDd_o5uTgqdVH8tbApw,1071
-siat-3.9.20.dist-info/METADATA,sha256=wXBJpcdrfc32c2wyhu8u4dtuP00jFsatoIMwUw3vVJQ,8396
-siat-3.9.20.dist-info/WHEEL,sha256=In9FTNxeP60KnTkGw7wk6mJPYd_dQSjEZmXdBdMCI-8,91
-siat-3.9.20.dist-info/top_level.txt,sha256=r1cVyL7AIKqeAmEJjNR8FMT20OmEzufDstC2gv3NvEY,5
-siat-3.9.20.dist-info/RECORD,,
+siat-3.9.22.dist-info/LICENSE,sha256=NTEMMROY9_4U1szoKC3N2BLHcDd_o5uTgqdVH8tbApw,1071
+siat-3.9.22.dist-info/METADATA,sha256=a-vcD3uMrLpIc3q4vg40-_IKlNjvgWgzJCTwzhfNO7Y,8396
+siat-3.9.22.dist-info/WHEEL,sha256=In9FTNxeP60KnTkGw7wk6mJPYd_dQSjEZmXdBdMCI-8,91
+siat-3.9.22.dist-info/top_level.txt,sha256=r1cVyL7AIKqeAmEJjNR8FMT20OmEzufDstC2gv3NvEY,5
+siat-3.9.22.dist-info/RECORD,,