wbfdm 1.43.2__py2.py3-none-any.whl → 1.44.1__py2.py3-none-any.whl

wbfdm/serializers/instruments/instruments.py

@@ -192,6 +192,7 @@ class InstrumentModelSerializer(InstrumentAdditionalResourcesMixin, InstrumentMo
         if not instance.is_managed:
             res.update(
                 {
+                    "fin-summary": reverse("wbfdm:financial-summary-list", args=[instance.id], request=request),
                     "swe-income-statement": reverse(
                         "wbfdm:statementwithestimates-list", args=[instance.id, "income"], request=request
                     ),

wbfdm/tests/analysis/financial_analysis/test_statement_with_estimates.py

@@ -380,7 +380,7 @@ class TestStatementWithEstimates:
             "employees",
             "stock_compensation_employee_ratio",
             "capex",
-            "outstanding_shares",
+            "shares_outstanding",
             "market_capitalization",
             "close",
             "market_capitalization",

wbfdm/urls.py

@@ -195,6 +195,7 @@ instrument_router.register(
 )
 instrument_router.register(r"valuation_ratios", viewsets.ValuationRatioChartViewSet, basename="valuation_ratios")
 instrument_router.register(r"prices", viewsets.InstrumentPriceViewSet, basename="prices")
+instrument_router.register(r"financial-summary", viewsets.FinancialSummary, basename="financial-summary")
 
 instrument_statement_router = WBCoreRouter()
 instrument_statement_router.register(

wbfdm/viewsets/configs/buttons/instruments.py

@@ -232,7 +232,7 @@ class InstrumentButtonViewConfig(ButtonViewConfig):
                         key="pai",
                     ),
                 ],
-            )
+            ),
             # bt.DropDownButton(
             #     label="Financial Analysis (Old)",
             #     weight=3,

wbfdm/viewsets/configs/display/__init__.py

@@ -20,3 +20,4 @@ from .instruments_relationships import (
 from .exchanges import ExchangeDisplayConfig
 from .monthly_performances import MonthlyPerformancesInstrumentDisplayViewConfig
 from .esg import InstrumentESGPAIDisplayViewConfig, InstrumentESGControversyDisplayViewConfig
+from .financial_summary import FinancialSummaryDisplayViewConfig

wbfdm/viewsets/configs/display/financial_summary.py

@@ -0,0 +1,133 @@
+import typing
+
+from wbcore.contrib.color.enums import WBColor
+from wbcore.metadata.configs import display as dp
+from wbcore.metadata.configs.display import DisplayViewConfig
+
+if typing.TYPE_CHECKING:
+    from wbfdm.viewsets import FinancialSummary
+
+
+class FinancialSummaryDisplayViewConfig(DisplayViewConfig):
+    view: "FinancialSummary"
+
+    ESTIMATE_COLOR = "#D2E5F6"
+
+    def get_list_display(self) -> dp.ListDisplay:
+        def generate_formatting_rules(col_key: str) -> typing.Iterator[dp.FormattingRule]:
+            yield dp.FormattingRule(
+                condition=[("==", "eps_growth", "id")],
+                style={
+                    "borderBottom": "1px solid #000000",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "roic", "id")],
+                style={
+                    "borderBottom": "1px solid #000000",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "interest_coverage_ratio", "id")],
+                style={
+                    "borderBottom": "1px solid #000000",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "revenue_growth", "id")],
+                style={
+                    "color": "#9FA0A1",
+                    "fontStyle": "italic",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "net_profit_growth", "id")],
+                style={
+                    "color": "#9FA0A1",
+                    "fontStyle": "italic",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "eps_growth", "id")],
+                style={
+                    "color": "#9FA0A1",
+                    "fontStyle": "italic",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "free_cash_flow_per_share_growth", "id")],
+                style={
+                    "color": "#9FA0A1",
+                    "fontStyle": "italic",
+                },
+            )
+            yield dp.FormattingRule(
+                condition=[("==", "year", "id")],
+                style={
+                    "fontWeight": "bold",
+                },
+            )
+            yield dp.FormattingRule(
+                style={"color": WBColor.RED_DARK.value},
+                condition=[("<", 0)],
+            )
+            if self.view.estimate_columns.get(col_key, False) is True:
+                yield dp.FormattingRule(style={"background-color": self.ESTIMATE_COLOR})
+
+        def generate_field(col: str) -> dp.Field:
+            return dp.Field(
+                key=col,
+                label=col,
+                width=80,
+                formatting_rules=generate_formatting_rules(col),
+                auto_size=False,
+                resizable=False,
+                movable=False,
+                menu=False,
+                size_to_fit=False,
+            )
+
+        return dp.ListDisplay(
+            fields=[
+                dp.Field(
+                    key="label",
+                    label=" ",
+                    width=120,
+                    auto_size=False,
+                    resizable=False,
+                    movable=False,
+                    menu=False,
+                    size_to_fit=False,
+                    formatting_rules=[
+                        dp.FormattingRule(
+                            condition=[("==", "eps_growth", "id")],
+                            style={
+                                "borderBottom": "1px solid #000000",
+                            },
+                        ),
+                        dp.FormattingRule(
+                            condition=[("==", "roic", "id")],
+                            style={
+                                "borderBottom": "1px solid #000000",
+                            },
+                        ),
+                        dp.FormattingRule(
+                            condition=[("==", "interest_coverage_ratio", "id")],
+                            style={
+                                "borderBottom": "1px solid #000000",
+                            },
+                        ),
+                        dp.FormattingRule(style={"background-color": "#ECECEC"}),
+                        dp.FormattingRule(
+                            condition=[("==", "year", "id")],
+                            style={
+                                "fontWeight": "bold",
+                            },
+                        ),
+                    ],
+                ),
+                *map(generate_field, self.view.fiscal_columns),
+            ],
+            condensed=True,
+            editable=False,
+        )

wbfdm/viewsets/configs/display/instruments.py

@@ -17,7 +17,7 @@ from wbcore.metadata.configs.display.instance_display.shortcuts import (
     default,
 )
 from wbcore.metadata.configs.display.instance_display.styles import Style
-from wbcore.metadata.configs.display.instance_display.utils import repeat
+from wbcore.metadata.configs.display.instance_display.utils import repeat, repeat_field
 from wbfdm.contrib.metric.viewsets.configs.utils import (
     get_performance_fields,
     get_statistic_field,
@@ -123,19 +123,18 @@ class InstrumentDisplayConfig(DisplayViewConfig):
                     layouts={
                         default(): Layout(
                             grid_template_areas=[
-                                ["name", "name_repr", "market_data", "valuation_ratios-new"],
-                                ["instrument_type", "exchange", "market_data", "valuation_ratios-new"],
-                                ["isin", "ticker", "market_data", "valuation_ratios-new"],
-                                ["currency", "country", "market_data", "valuation_ratios-new"],
-                                ["inception_date", "delisted_date", "market_data", "valuation_ratios-new"],
-                                [".", ".", "market_data", "valuation_ratios-new"],
-                                ["description", "description", "description", "description"],
+                                ["name", "ticker", "isin", "exchange", "market_data_chart", "valuation_ratios-new"],
+                                ["name_repr", "instrument_type", "currency", "country", "market_data_chart", "valuation_ratios-new"],
+                                ["inception_date", "delisted_date", ".", ".", "market_data_chart", "valuation_ratios-new"],
+                                ["description", "description", "description", "description", "market_data_chart", "valuation_ratios-new"],
+                                [repeat_field(4, "fin-summary"), repeat_field(2, ".")],
                             ],
-                            grid_template_rows=["auto"] * 6 + ["300px"],
-                            grid_template_columns=["1fr", "1fr", "500px", "500px"],
+                            grid_template_rows=["min-content"] * 3 + ["1fr", "446px"],
+                            grid_template_columns=[repeat(4, "183px"), "1fr", "1fr"],
                             inlines=[
-                                Inline(key="market_data", endpoint="market_data"),
-                                Inline(key="valuation_ratios-new", endpoint="valuation_ratios-new"),
+                                Inline(key="market_data_chart", endpoint="market_data", title="Prices"),
+                                Inline(key="valuation_ratios-new", endpoint="valuation_ratios-new", title="Ratios"),
+                                Inline(key="fin-summary", endpoint="fin-summary", title="Financial Summary", hide_controls=True),
                             ],
                         ),
                     },

wbfdm/viewsets/financial_analysis/__init__.py

@@ -1,3 +1,4 @@
 from .statement_with_estimates import StatementWithEstimatesPandasViewSet
 from .financial_metric_analysis import FinancialMetricAnalysisPandasViewSet
 from .financial_ratio_analysis import ValuationRatioChartViewSet
+from .financial_summary import FinancialSummary

wbfdm/viewsets/financial_analysis/financial_summary.py

@@ -0,0 +1,266 @@
+import pandas as pd
+from django.contrib.messages import warning
+from django.utils.functional import cached_property
+from wbcore.contrib.io.viewsets import ExportPandasAPIViewSet
+from wbcore.metadata.configs.endpoints import NoEndpointViewConfig
+from wbcore.pandas import fields as pf
+from wbcore.pandas.utils import sanitize_fields, pct_change_with_negative_values
+from wbcore.pandas.utils import (
+    override_number_to_decimal,
+    override_number_to_percent,
+    override_number_to_x,
+    override_number_to_integer_without_decorations,
+)
+from wbfdm.enums import Financial
+from wbfdm.models.instruments import Instrument
+
+from wbfdm.viewsets.configs.display import (
+    FinancialSummaryDisplayViewConfig,
+)
+
+
+from ..mixins import InstrumentMixin
+
+
+class FinancialSummary(InstrumentMixin, ExportPandasAPIViewSet):
+    queryset = Instrument.objects.none()
+    display_config_class = FinancialSummaryDisplayViewConfig
+    ordering_fields = "__all__"
+    endpoint_config_class = NoEndpointViewConfig
+
+    def get_queryset(self):
+        return Instrument.objects.filter(id=self.instrument.id)
+
+    def get_pandas_fields(self, request):
+        return pf.PandasFields(
+            fields=[
+                pf.PKField(key="id", label="ID"),
+                pf.CharField(key="label", label="Financial"),
+                pf.JsonField(key="_overwrites", label="Overwrites"),
+                *[pf.FloatField(key=k, label=k, precision=1) for k in self.fiscal_columns],
+            ]
+        )
+
+    def add_messages(self, request, instance=None, **kwargs):
+        super().add_messages(request, instance=instance, **kwargs)
+        if self.df.empty:
+            warning(request, "There is no data available for the Financial Summary table", extra_tags="auto_close=0")
+
+    def get_dataframe(self, request, queryset, **kwargs):
+        # Get all necessary data from the dataloader and load a dataframe
+        df = pd.DataFrame(
+            queryset.dl.financials(
+                values=self.FINANCIAL_VALUES,
+                from_index=-5,
+                to_index=3,
+            )
+        )
+        if not df.empty:
+            # Pivot the data
+            df = df.pivot_table(
+                columns="financial",
+                index=["year", "period_end_date", "estimate"],
+                values="value",
+            ).rename_axis(columns=None)
+
+            sanitize_fields(df, map(lambda enum: enum.value, self.FINANCIAL_VALUES))
+
+            # Compute all necessary fields
+            df["revenue_growth"] = df["revenue"].pct_change() * 100
+            df["gross_profit_pct"] = df["gross_profit"] / df["revenue"] * 100
+            df["ebitda_pct"] = df["ebitda"] / df["revenue"] * 100
+            df["ebit_pct"] = df["ebit"] / df["revenue"] * 100
+            df["net_income_pct"] = df["net_income"] / df["revenue"] * 100
+            df["eps_growth"] = pct_change_with_negative_values(df, "eps") * 100
+
+            df["net_debt_ebitda"] = df["net_debt"] / df["ebitda"]
+            df["debt_assets"] = df["total_debt"] / df["total_assets"] * 100
+            df["debt_equity"] = df["total_debt"] / df["total_assets"] * 100
+
+            df["interest_coverage_ratio"] = df["ebit"] / df["interest_expense"]
+            df["free_cash_flow_per_share"] = df["free_cash_flow"] / df["shares_outstanding"]
+            df["free_cash_flow_per_share_growth"] = (
+                pct_change_with_negative_values(df, "free_cash_flow_per_share") * 100
+            )
+
+            # Normalize data
+            df["revenue"] = df["revenue"] / 1_000_000
+            df["net_income"] = df["net_income"] / 1_000_000
+
+            # Sort the columns into the desired order
+            # Reset the index to get the period end date as a column
+            # Pivot back to have the dates on top
+            df = df[self.FIELDS]
+
+            # Reset the 2 indices and transpose back
+            df = df.reset_index(level=[0, 2]).sort_index()
+
+            # Adjust the columns to be in a different format
+            df.index = df.index.map(lambda x: x.strftime("%b/%y"))
+            MAX_ROW = 8
+            if df.shape[0] > MAX_ROW:
+                df = df.iloc[1:]  # remove first row
+                df = df.iloc[0 : min([df.shape[0], MAX_ROW])]  # keep only 8 row maximum
+
+            self._estimate_columns = df["estimate"].to_dict()
+            df = df.drop(columns=["estimate"], errors="ignore")
+        return df
+
+    def manipulate_dataframe(self, df):
+        if not df.empty:
+            df = df.T
+            # Add labels for human readable output
+            df["label"] = self.LABELS
+
+            override_number_to_percent(
+                df,
+                *list(
+                    map(
+                        lambda x: df.index == x,
+                        [
+                            "revenue_growth",
+                            "gross_profit_pct",
+                            "ebitda_pct",
+                            "ebit_pct",
+                            "net_income_pct",
+                            "eps_growth",
+                            "roe",
+                            "roic",
+                            "roc",
+                            "roa",
+                            "debt_equity",
+                            "debt_assets",
+                            "free_cash_flow_per_share_growth",
+                        ],
+                    )
+                ),
+            )
+
+            override_number_to_x(
+                df,
+                *list(
+                    map(
+                        lambda x: df.index == x,
+                        [
+                            "net_debt_ebitda",
+                            "interest_coverage_ratio",
+                        ],
+                    )
+                ),
+            )
+
+            override_number_to_decimal(
+                df,
+                *list(
+                    map(
+                        lambda x: df.index == x,
+                        [
+                            "revenue",
+                            "net_income",
+                        ],
+                    )
+                ),
+            )
+
+            override_number_to_integer_without_decorations(
+                df,
+                *list(
+                    map(
+                        lambda x: df.index == x,
+                        [
+                            "year",
+                        ],
+                    )
+                ),
+            )
+
+            df = df.reset_index(names="id")
+        return df
+
+    @cached_property
+    def fiscal_columns(self) -> list:
+        """Returns the fiscal columns from the dataframe"""
+        return self.df.columns.difference(["label", "_overwrites", "id"]).to_list()
+
+    @cached_property
+    def estimate_columns(self) -> dict:
+        """Returns a dictionary with the estimate column for each fiscal column
+        The _estimate_columns will be set if the dataframe is constructed.
+        """
+        return getattr(self, "_estimate_columns", {})
+
+    @cached_property
+    def FINANCIAL_VALUES(self) -> list[Financial]:
+        return [
+            Financial.REVENUE,  # SAL
+            Financial.GROSS_PROFIT,  # GRI
+            Financial.EBITDA,  # EBT
+            Financial.EBIT,  # EBI
+            Financial.NET_INCOME,  # NET
+            Financial.EPS,  # EPS
+            Financial.SHAREHOLDERS_EQUITY,  # SHE
+            Financial.TOTAL_ASSETS,  # TAS
+            Financial.TAX_RATE,  # TAX
+            Financial.RETURN_ON_INVESTED_CAPITAL,  # RIC
+            Financial.NET_DEBT,  # NDT
+            Financial.TOTAL_DEBT,  # TDT
+            Financial.INTEREST_EXPENSE,  # INE
+            Financial.FREE_CASH_FLOW,  # FCF
+            Financial.SHARES_OUTSTANDING,
+            Financial.CURRENT_LIABILITIES,  # CRL
+            Financial.CASH_EQUIVALENTS,
+            Financial.RETURN_ON_EQUITY,
+            Financial.RETURN_ON_ASSETS,
+            Financial.RETURN_ON_CAPITAL,
+            Financial.RETURN_ON_INVESTED_CAPITAL,
+        ]
+
+    @cached_property
+    def FIELDS(self) -> list[str]:
+        return [
+            "revenue",
+            "revenue_growth",
+            "gross_profit_pct",
+            "ebitda_pct",
+            "ebit_pct",
+            "net_income_pct",
+            "net_income",
+            "eps",
+            "eps_growth",
+            "roe",
+            "roa",
+            "roc",
+            "roic",
+            "net_debt_ebitda",
+            "debt_assets",
+            "debt_equity",
+            "interest_coverage_ratio",
+            "free_cash_flow_per_share",
+            "free_cash_flow_per_share_growth",
+        ]
+
+    @property
+    def LABELS(self) -> list[str]:
+        currency_key = self.instrument.currency.key if self.instrument.currency else "N.A."
+        return [
+            f"in {currency_key} MN",
+            "Revenue",
+            "Y/Y Change",
+            "Gross Margin",
+            "EBITDA Margin",
+            "EBIT Margin",
+            "Net Profit Margin",
+            "Net Profit",
+            "EPS",
+            "Y/Y Change",
+            "ROE",
+            "ROA",
+            "ROC",
+            "ROIC",
+            "Net Debt/EBITDA",
+            "D/A",
+            "D/E",
+            "Int. Cov. Ratio",
+            "FCF per share",
+            "Y/Y Change",
+        ]

wbfdm/viewsets/mixins.py

@@ -4,6 +4,8 @@ from wbfdm.models import Instrument
 
 
 class InstrumentMixin:
+    kwargs: dict
+
     @cached_property
     def instrument(self) -> Instrument:
         return get_object_or_404(Instrument, pk=self.kwargs["instrument_id"])

{wbfdm-1.43.2.dist-info → wbfdm-1.44.1.dist-info}/METADATA

@@ -1,9 +1,10 @@
 Metadata-Version: 2.4
 Name: wbfdm
-Version: 1.43.2
+Version: 1.44.1
 Summary: The workbench module ensures rapid access to diverse financial data (market, fundamental, forecasts, ESG), with features for storing instruments, classifying them, and conducting financial analysis.
 Author-email: Christopher Wittlinger <c.wittlinger@stainly.com>
 Requires-Dist: roman==4.*
+Requires-Dist: sentry-sdk==2.*
 Requires-Dist: stockstats==0.6.*
 Requires-Dist: wbcore
 Requires-Dist: wbnews
@@ -13,3 +14,4 @@ Requires-Dist: requests-cache==1.0.*; extra == 'dsws'
 Provides-Extra: qa
 Requires-Dist: jinjasql2==0.1.*; extra == 'qa'
 Requires-Dist: mssql-django==1.4.*; extra == 'qa'
+Requires-Dist: pypika; extra == 'qa'

{wbfdm-1.43.2.dist-info → wbfdm-1.44.1.dist-info}/RECORD

@@ -1,13 +1,13 @@
 wbfdm/__init__.py,sha256=uyfGiipFnhOCQlqywx7wsgp6d-SYnqPqsPQd_xePZl8,23
 wbfdm/apps.py,sha256=83jiPNQfxUbO7KYKBS5qo5SZNuz25Kmmy_txoVmIKG0,333
 wbfdm/dynamic_preferences_registry.py,sha256=tE9ZxlQDD7rqKM3GXjxyORQqDjf39GTENkOCZFt8Ixo,1299
-wbfdm/enums.py,sha256=ZJ8DtwfujPnLYMwHvWEqAjotF5b1g-mlarGRSeqkJDs,33019
+wbfdm/enums.py,sha256=5AuUouk5uuSNmRc6e-SiBu4FPmHVTN60ol9ftiuVrAc,33041
 wbfdm/jinja2.py,sha256=pkIC1U-0rf6vn0DDEUzZ8dPYiTGEPY8LBTRMi9wYiuc,199
 wbfdm/menu.py,sha256=c_uP0wIxboHvY0BfHbYPI9GI4F41UxSgREqbzcaxzHM,399
 wbfdm/preferences.py,sha256=8ghDcaapOMso1kjtNfKbSFykPUTxzqI5R77gM3BgiMs,927
 wbfdm/signals.py,sha256=9BQKFURv4iLAvQKagrk0K_3iKrgIveqRaN7jvzyC_Lg,427
 wbfdm/tasks.py,sha256=gWilvQeIsbPBpWOPJFlAGPrQUPFLtSG_WTfpDibnRBg,2496
-wbfdm/urls.py,sha256=p25rDUAB2RNJGiSvhJqlii4wdTytRDmkbtVr7L9Sd-U,8780
+wbfdm/urls.py,sha256=zWtY11MM8YCwtuOakznfQZFMkQhxUAEscI_frzLwjVM,8886
 wbfdm/utils.py,sha256=4cWrCpqXxHIjtSlt4DDPFvmtaqXw_H0nqhM6sGuXx0o,1938
 wbfdm/admin/__init__.py,sha256=Z1VtH_gjD71K79KcD-2Q2Lu_p_7j0akMZj7gNxdz1CQ,1398
 wbfdm/admin/classifications.py,sha256=LwCwHilOO66f4-GSua0eu1RUjtpVdGjN1FevlISwT1A,1140
@@ -30,7 +30,7 @@ wbfdm/analysis/financial_analysis/financial_metric_analysis.py,sha256=ps1z634JO6
 wbfdm/analysis/financial_analysis/financial_ratio_analysis.py,sha256=M1iLyuxE66TXI4gm_etXMxBK8MGpaOZTiBf0l3e2udo,4622
 wbfdm/analysis/financial_analysis/financial_statistics_analysis.py,sha256=oxLT_3VgDIStMVOXSp5IE1VHVs4XWTdEaUdZr-L1D9s,13076
 wbfdm/analysis/financial_analysis/statement_with_estimates.py,sha256=w-V6O3EnO0IZvC8oCzoPJ5jVMDdKCYMmFBrRj7yb2Io,24085
-wbfdm/analysis/financial_analysis/utils.py,sha256=ko88qzmt0zv0D1xjvK4OU5VRF7Uu45dRMbXy4DLqLlI,13485
+wbfdm/analysis/financial_analysis/utils.py,sha256=F8ij4pgkw5Qad4_95S32O_Z1vd0rs-GYh-zZpt6WVgM,13576
 wbfdm/analysis/technical_analysis/__init__.py,sha256=nQdpDl2okzWID6UT7fyfl36RSLNO1ZZzxRt_mkGVVkY,50
 wbfdm/analysis/technical_analysis/technical_analysis.py,sha256=MkK5HrLz9_TCVAv4qDDZjx6EIqsvusMYB7ybg3MvSsg,4961
 wbfdm/analysis/technical_analysis/traces.py,sha256=1wzmW7JcQXki0q14TdG36tacZpIFJ_bO4KHx_5TgNxc,6371
@@ -96,13 +96,14 @@ wbfdm/contrib/qa/apps.py,sha256=NVH9FSbJh3XnddR5coJ51jka7nd9wXjwnCqO7h8gNXA,528
 wbfdm/contrib/qa/database_routers.py,sha256=MIfLEqenhcdgKER4Vl2T-gMudN76rmsDoPrAVesl334,950
 wbfdm/contrib/qa/tasks.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbfdm/contrib/qa/dataloaders/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbfdm/contrib/qa/dataloaders/adjustments.py,sha256=_71oYH7jWf4gMSroTtyeuagdiNbpxbDWMHqD2p9vzG4,2220
-wbfdm/contrib/qa/dataloaders/corporate_actions.py,sha256=OvoXQjysL9gqDP79j52lzcJm2yTWtd94OmKDW0NGDLA,2276
+wbfdm/contrib/qa/dataloaders/adjustments.py,sha256=am5_9Pm471qtiKRO5AUtQ_19DutqhF8rHcWziMMNptA,2981
+wbfdm/contrib/qa/dataloaders/corporate_actions.py,sha256=jbfQ4GyyPy9mnpBFUHoJSErf7Y6pMlnErE5UUCVpPJA,2912
 wbfdm/contrib/qa/dataloaders/financials.py,sha256=U2rCUFV0efAPsEEzUq_1gdW0VL-V3fuAM_hpGrJxjko,3474
-wbfdm/contrib/qa/dataloaders/market_data.py,sha256=gAzy00nhFWqABG7kjvCfvpyYnehWI-VRtmyyS76-yP0,4880
-wbfdm/contrib/qa/dataloaders/officers.py,sha256=QfsMbnlWOhvJc4jyPHJX3STqIwOUqlCCoZddELc405E,2268
+wbfdm/contrib/qa/dataloaders/market_data.py,sha256=6QkOwpOEJdu1d5eYx_d2QEA801hoHUrJdd3GMwS7Itg,5831
+wbfdm/contrib/qa/dataloaders/officers.py,sha256=O14KPWAAtEswOgzRjlN_d-vCyl1unRngejeGYXBu9DU,2942
 wbfdm/contrib/qa/dataloaders/reporting_dates.py,sha256=Nq83u7eAhsPe9b4ePI5xcgvWEgW1XwHLyVzxpbgcdnQ,2492
 wbfdm/contrib/qa/dataloaders/statements.py,sha256=tE5ux6bFmAezivssRkm3cNW51lJLoAjHbUao1gR4JMM,10093
+wbfdm/contrib/qa/dataloaders/utils.py,sha256=EyKDh0KDBtj62J_8UHsj3nwCn_R9zGteENUMGHA7DDw,621
 wbfdm/contrib/qa/jinja2/qa/sql/companies.sql,sha256=RzTkfVjBVOgyirgKxp2rnJdjsKl8d3YM-d2qdjHx9cw,3801
 wbfdm/contrib/qa/jinja2/qa/sql/instruments.sql,sha256=7p31aJDtKusfSzhrjyUo8FlmbPXNyffWtNclm8DZkFM,3863
 wbfdm/contrib/qa/jinja2/qa/sql/quotes.sql,sha256=JEljMTlHM4978cvJkiKnKXn09FrcgcQqq4KkwWQUwcM,3910
@@ -116,9 +117,9 @@ wbfdm/contrib/qa/sync/instruments.py,sha256=8aTQVJ_cw1phe4FWikn79pjCfUijaTcwkdhQ
 wbfdm/contrib/qa/sync/utils.py,sha256=TYZY3QB75POUmme1U71yo6WPzf4AXs4pWpFdI1Hq2GY,8936
 wbfdm/dataloaders/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbfdm/dataloaders/cache.py,sha256=K9BeVxT7p-BMvjurINt18bfrUDccp840uIjfDBLJRNk,4841
-wbfdm/dataloaders/protocols.py,sha256=wCBHWPkTGVHMcAJU6VkuwisKyvMNJt1jTsSerJDuX2M,3024
-wbfdm/dataloaders/proxies.py,sha256=uydex6hhdwx0R663fYvuiNjnpEJmdUg1UpgNitFsHc8,7043
-wbfdm/dataloaders/types.py,sha256=JN3fgOpuE7RRnCDq8eNjk5JQx7KTOgrjNXH7ms36vg4,5347
+wbfdm/dataloaders/protocols.py,sha256=8ibd-jAdlwu-JvRL2LqJMi5mOcWyWYh1Ll_wD4nPJxE,2994
+wbfdm/dataloaders/proxies.py,sha256=u8vV7HpVrTSueXsRF0lweKvfJlEwJSn8F4Z5T_J6ge8,7071
+wbfdm/dataloaders/types.py,sha256=wtXMGbUV-m32EHBCEbO5p3KPCHI87G_V9o9K0DpVgxM,5463
 wbfdm/factories/__init__.py,sha256=yYxAKBde_ksIr-3g4RjL6d5Wu-nmsuEDdYNyJpgfpQU,660
 wbfdm/factories/classifications.py,sha256=3xGuvhivIxkTKwZK4uHCNkqzRfsHMUHYLl0yQhlah3Y,1826
 wbfdm/factories/controversies.py,sha256=bltnEeDetGXsNsz_BqFQoTmLWuqGhq6oZb-aKVrhS-Y,928
@@ -248,7 +249,7 @@ wbfdm/serializers/instruments/instrument_lists.py,sha256=fh2HGrVMP0TPVFMmNA54l-q
 wbfdm/serializers/instruments/instrument_prices.py,sha256=yU3coJ6M6BWt7PSupBCG509iIIlgRv9zTvnbrKcf5yo,2592
 wbfdm/serializers/instruments/instrument_relationships.py,sha256=0AkA_gOUTQTaV6dgzqR5doc4rTli-7Grb1_So1b3rPw,6653
 wbfdm/serializers/instruments/instrument_requests.py,sha256=vAaObfiRJegM44KfevzSOxP8JsfTBzeCigATpi6f9jU,2175
-wbfdm/serializers/instruments/instruments.py,sha256=toLTOmwWeVjKyk89-YTGngNjG5PDkeVFctg7kiAVJ34,11494
+wbfdm/serializers/instruments/instruments.py,sha256=itZtcatOkG9L22L2_os8vdFWldimmis7thIUMo1_xuc,11607
 wbfdm/serializers/instruments/mixins.py,sha256=kxvjgi6zgAeIDkryDm3x3VYtiwP-rk4mcI825RsVXWM,4394
 wbfdm/sync/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbfdm/sync/abstract.py,sha256=u1zjHT0ZJabUZpy3_EUCTtEig0p5Fuhlx69O9BsV_Gs,849
@@ -260,7 +261,7 @@ wbfdm/tests/tests.py,sha256=i0CntYKvaHWmdJe34sZMLeKRiHL4uRfhdM30_4gp08Q,253
 wbfdm/tests/analysis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbfdm/tests/analysis/test_esg.py,sha256=_xNg98SlU5i0N0qE3aZ9YU06Ec_fMBdu8q8Hmw116l4,7228
 wbfdm/tests/analysis/financial_analysis/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
-wbfdm/tests/analysis/financial_analysis/test_statement_with_estimates.py,sha256=j6Jm2WcSEAKmBDhczJJxR8Zv9GNiqHlckStwUndzr1w,13664
+wbfdm/tests/analysis/financial_analysis/test_statement_with_estimates.py,sha256=ZZlNiN9L-QlJuqRo7YA9gfad77Jn7dPLz30QHvJax2s,13664
 wbfdm/tests/analysis/financial_analysis/test_utils.py,sha256=YciCIzfvfqrZECAPv02qtPdxBlKktmAoA2OEuqnAYjw,12474
 wbfdm/tests/dataloaders/__init__.py,sha256=47DEQpj8HBSa-_TImW-5JCeuQeRkm5NMpJWZG3hSuFU,0
 wbfdm/tests/dataloaders/test_cache.py,sha256=prrjtJ1swX1m9rwQ30dOHvozUuPzJzi-6yJ8eupczis,2472
@@ -276,7 +277,7 @@ wbfdm/viewsets/__init__.py,sha256=ZM29X0-5AkSH2rzF_gKUI4FoaEWCcMTXPjruJ4Gi_x8,38
 wbfdm/viewsets/esg.py,sha256=mw6WF2zqifakXEJZWkfgvOHANqCgcNeMH_GP5Je-u0o,2866
 wbfdm/viewsets/exchanges.py,sha256=w4C50GlG4B6_inkmaDfR8PKOFRxOn-fiucgT-BuBeF4,1784
 wbfdm/viewsets/market_data.py,sha256=9hCg6PmdJtr7Rs0PVzjGwgG8QysjUd-97DO3ZL8Tkm4,6717
-wbfdm/viewsets/mixins.py,sha256=yJSFcALodxU6Oec__HQRjTsrwozKxJmP-VSeFMnCdBU,306
+wbfdm/viewsets/mixins.py,sha256=nKaoC8u4ZR6eMNrNaKbE4BEAnu8wS9IkLYWTDjM3tfE,324
 wbfdm/viewsets/officers.py,sha256=eE56hOW4xNHytRx3izqkBu2KHEQql2VENT8cmzmzx2E,1058
 wbfdm/viewsets/prices.py,sha256=O7yL4n1danXgnikYboMaRYsfama_-gJjwNuxx6tCROI,2399
 wbfdm/viewsets/configs/__init__.py,sha256=2SZRwO-GJF8yxLi6WLfDhMb5-pmOdjdcspdJb6FKgWM,114
@@ -284,15 +285,16 @@ wbfdm/viewsets/configs/buttons/__init__.py,sha256=anGBjblMGGvyAUblYbnpmUulXQaulG
 wbfdm/viewsets/configs/buttons/classifications.py,sha256=sxfwIItdNGoJ1slnbKmWbxgN5nYq3fzVEUfeNFLebII,823
 wbfdm/viewsets/configs/buttons/exchanges.py,sha256=2swv3ORAaYF525mXRpp_3zmEl760FJSKYZfsR1ai8KM,255
 wbfdm/viewsets/configs/buttons/instrument_prices.py,sha256=Tvbbwl8FmXU7vZdhe9n0ICfYO1QkUlw7pD4WSfdSxp0,1873
-wbfdm/viewsets/configs/buttons/instruments.py,sha256=6mdp695fdEnD3kbTHq2SKzmvlLhaGhBDI2cZnzlQT2s,12304
-wbfdm/viewsets/configs/display/__init__.py,sha256=13H05D9MrOiHuduGmMYMh_rRfUXVJSwmg5oAgTm30-E,959
+wbfdm/viewsets/configs/buttons/instruments.py,sha256=p-E-bw3sxC5fitNfLpn_i8wC0nyk-YUId_GKDFczrLk,12305
+wbfdm/viewsets/configs/display/__init__.py,sha256=9ogNTPHvsuxPf53snrEGFhEPFqcO1sth5PkPBrqAfng,1024
 wbfdm/viewsets/configs/display/classifications.py,sha256=xolaLg6WDG7Dtwd3gQXWElmyH10GgaT03tL3a3PhKfE,5206
 wbfdm/viewsets/configs/display/esg.py,sha256=gdo8vz5tW_0Maxd6YTE5ZYakcXm--f89lxwZIxvlIdI,3639
 wbfdm/viewsets/configs/display/exchanges.py,sha256=uo-rh_20FjreGmqAiPbU0zTZ-I2CoV0bBC4uxX4hQbs,1946
+wbfdm/viewsets/configs/display/financial_summary.py,sha256=K8CPV9uy0wsK-yLQIDTqMAXTb-W1-pUp6OCMwii7jYo,4738
 wbfdm/viewsets/configs/display/instrument_lists.py,sha256=8-K3PK8AoI8POPo9aAc_3YtDjuFEByAK_I1jNuu0HzQ,5123
 wbfdm/viewsets/configs/display/instrument_prices.py,sha256=hRXlx1eenm1_LTzWL5xVU1ai4cL2FtYtgg55kMqmFYA,6939
 wbfdm/viewsets/configs/display/instrument_requests.py,sha256=Er5S2aVEwABgG79mdiyMTQUVueHEeqV5bAS01JMUQ-4,5128
-wbfdm/viewsets/configs/display/instruments.py,sha256=7kjLqu4yneEeo6f-uPUWugm2uX8cM-eqtYLUCvd-TOw,16958
+wbfdm/viewsets/configs/display/instruments.py,sha256=_T4YFpQyL1lT7N8fuqkoXhoYcjTPIxzXjZzxnUH-KTw,17088
 wbfdm/viewsets/configs/display/instruments_relationships.py,sha256=BLAl2ZciWR5Waf3qPd1QQwdiupgIf_wGK6rmYe9byuY,2480
 wbfdm/viewsets/configs/display/monthly_performances.py,sha256=ESsGTLhPmmXz3YjEWNjwaOjA1RNzVDKtJt3JILL2MMc,2973
 wbfdm/viewsets/configs/display/officers.py,sha256=qUwN9HPSSlT85aUSFNY-30550P35j3RZCYqRPj_rFAs,654
@@ -329,9 +331,10 @@ wbfdm/viewsets/configs/titles/instruments_relationships.py,sha256=vpgQrXekD64P42
 wbfdm/viewsets/configs/titles/market_data.py,sha256=YUVC4aFm1oAKFgn_JKqyq--PhXZn-FFRMoFWiB_-1dA,518
 wbfdm/viewsets/configs/titles/prices.py,sha256=O43pAxiZsfRl6CwJX1hX6zABWKD0a9nQLSaywtNZEBM,382
 wbfdm/viewsets/configs/titles/statement_with_estimates.py,sha256=ZL4K0hOM0dVBplu76toF4-U3VXBS31gyV3_eTGQYHjE,407
-wbfdm/viewsets/financial_analysis/__init__.py,sha256=aSKp3r8v0awMWM5P6K-FShQJJYVvPhorRELd8yqmKAg,215
+wbfdm/viewsets/financial_analysis/__init__.py,sha256=cTTcvGnhz2Ep9RpkyUyTOpjTXJz7BWt1AGAMjiIY9C8,263
 wbfdm/viewsets/financial_analysis/financial_metric_analysis.py,sha256=ZO3iUExFu5BUK8a_wRu9ldOvRKc70l8Jpdjl2_4hp7s,3315
 wbfdm/viewsets/financial_analysis/financial_ratio_analysis.py,sha256=YtsSJUnqHjTpiarZcqo14IhWDXF3UXc_zla-slDpqiU,3097
+wbfdm/viewsets/financial_analysis/financial_summary.py,sha256=GHXIBZ6lHmFGxqAT6YMVB7f86BsGu6K--CbUECj0xfY,9245
 wbfdm/viewsets/financial_analysis/statement_with_estimates.py,sha256=1GiSgKZR8iyNK6yJs79eLSt7bo60KQoTv4o3vBsc9xU,6098
 wbfdm/viewsets/instruments/__init__.py,sha256=uydDdU6oZ6W2lgFkr3-cU7WZU7TeokXAA1J0xEgiLD0,2826
 wbfdm/viewsets/instruments/classifications.py,sha256=pDQG9rlXUbc4LvWgVOGTir0Dcp02z-78AODNH-SjynA,11440
@@ -346,6 +349,6 @@ wbfdm/viewsets/statements/__init__.py,sha256=odxtFYUDICPmz8WCE3nx93EvKZLSPBEI4d7
 wbfdm/viewsets/statements/statements.py,sha256=AVU5A7p63uWITEcMDl95iKyN-fBO5RwJlbxHrJZvz7o,4083
 wbfdm/viewsets/technical_analysis/__init__.py,sha256=qtCIBg0uSiZeJq_1tEQFilnorMBkMe6uCMfqar6-cLE,77
 wbfdm/viewsets/technical_analysis/monthly_performances.py,sha256=8VgafjW4efEJKTfBqUvAu-EG2eNawl2Cmh9QFt4sN8w,3973
-wbfdm-1.43.2.dist-info/METADATA,sha256=LQQVT_3y0lG7hMTdxqXD4aL-hrdA7MfYnWJKblwE3pg,668
-wbfdm-1.43.2.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
-wbfdm-1.43.2.dist-info/RECORD,,
+wbfdm-1.44.1.dist-info/METADATA,sha256=DI-CEs_MXLDyJDmT3IotMf4wBDpD9CVO8Y2_-ghaQfU,736
+wbfdm-1.44.1.dist-info/WHEEL,sha256=tkmg4JIqwd9H8mL30xA7crRmoStyCtGp0VWshokd1Jc,105
+wbfdm-1.44.1.dist-info/RECORD,,