16Feb 2021 by Andrew Treadway
How to get stock earnings data with Python

How to get stock earnings data with Python

Python
In this post, we'll walk through a few examples for getting stock earnings data with Python. We will be using yahoo_fin, which was recently updated. The latest version now includes functionality to easily pull earnings calendar information for individual stocks or dates. If you need to install yahoo_fin, you can use pip: [code] pip install yahoo_fin [/code] If you already have it installed and need to upgrade, you can update your version like this: [code] pip install yahoo_fin --upgrade [/code] To get started, let's import yahoo_fin: [code lang="python"] import yahoo_fin.stock_info as si [/code] Getting stock earnings calendar data The first method we'll cover is the get_earnings_history function. get_earnings_history returns a list of dictionaries. Each dictionary contains an earnings date along with EPS actual / expected information. Let's test it out…
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02Feb 2021 by Andrew Treadway
Technical analysis with Python

Technical analysis with Python

Python
In this post, we will introduce how to do technical analysis with Python. Python has several libraries for performing technical analysis of investments. We're going to compare three libraries - ta, pandas_ta, and bta-lib. The ta library for technical analysis One of the nicest features of the ta package is that it allows you to add dozen of technical indicators all at once. To get started, install the ta library using pip: [code] pip install ta [/code] Next, let's import the packages we need. We'll be using yahoo_fin to pull in stock price data. Now, data contains the historical prices for AAPL. [code lang="python"] # load packages import yahoo_fin.stock_info as si import pandas as pd from ta import add_all_ta_features # pull data from Yahoo Finance data = si.get_data("aapl") [/code] Next,…
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14Jul 2020 by Andrew Treadway
yahoo_fin 0.8.6

yahoo_fin 0.8.6

Python, Web Scraping
yahoo_fin, a package for scraping stock prices and financial data, was recently updated to version 0.8.6. The latest version has several new features, including the following: Users can now pull quarterly fundamentals data (in addition to yearly). This includes balance sheets, income statements, and cash flow statements. Earnings data can be extracted with the new get_earnings method. If you're looking to get multiple pieces of fundamentals data for the same stock - i.e. cash flows, income statements, and balance sheets, then make sure to check out a new method called get_financials. This method allows you to easily pull data points from each of these sources in a single request. New methods were added to retrieve historical dividend payouts and splits information. A bug in the ticker extraction methods causing a…
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05May 2020 by Andrew Treadway
How to download fundamentals data with Python

How to download fundamentals data with Python

Python, Web Scraping
How can we download fundamentals data with Python? In this post we will explore how to download fundamentals data with Python. We'll be extracting fundamentals data from Yahoo Finance using the yahoo_fin package. For more on yahoo_fin, including installation instructions, check out its full documentation here or my YouTube video tutorials here. Getting started Now, let's import the stock_info module from yahoo_fin. This will provide us with the functionality we need to scrape fundamentals data from Yahoo Finance. We'll also import the pandas package as we'll be using that later to work with data frames. [code lang="python"] import yahoo_fin.stock_info as si import pandas as pd [/code] Next, we'll dive into getting common company metrics, starting with P/E ratios. How to get P/E (Price-to-Earnings) Ratios There's a couple ways to get…
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16Dec 2019 by Andrew Treadway
Updates to yahoo_fin package

Updates to yahoo_fin package

Python, Web Scraping
Package updates First of all - thank you to everyone who has contacted me regarding the yahoo_fin package! Due to some changes in Yahoo Finance's website, I've updated the source code of yahoo_fin. To upgrade to the latest version (0.8.4), you can use pip: [code] pip install yahoo_fin --upgrade [/code] Get weekly and monthly stock prices The most recent version includes all functionality from the previous version, but now also includes the ability to pull weekly and monthly historical stock prices in the get_data method. [code lang="python"] from yahoo_fin import stock_info as si # default daily data daily_data = si.get_data("amzn") # get weekly data weekly_data = si.get_data("amzn", interval = "1wk") # get monthly data monthly_data = si.get_data("amzn", interval = "1mo") [/code] Speed-up in functions The options module includes an update…
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11Jun 2019 by Andrew Treadway
Does “Sell in May, Go Away” really work?

Does “Sell in May, Go Away” really work?

R
If you follow the stock market, you've probably heard the expression "Sell in May, Go Away." This expression generally refers to the perceived idea that the stock market goes up between the end of October and end of April, but one should sell at the beginning of May to avoid losses. The general recommendation according to the theory is to hold money in a money market account during the "short period" of May through October, and then reinvest in the stock market in November. But how does this myth hold up in reality? Let's use R to find out! Our analysis will look strictly at the S&P 500 performance during the years 1970 to the present (so we won't dive into interest rate levels, money market accounts, etc.). Getting started…
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17Apr 2019 by Andrew Treadway
How to get options data with Python

How to get options data with Python

Python, Web Scraping
In a previous post, we talked about how to get real-time stock prices with Python. This post will go through how to download financial options data with Python. We will be using the yahoo_fin package. The yahoo_fin package comes with a module called options. This module allows you to scrape option chains and get option expiration dates. To get started we'll just import this module from yahoo_fin. [code lang="python"] from yahoo_fin import options [/code] How to get options expiration dates Any option contract has an expiration date. To get all of the option expiration dates for a particular stock, we can use the get_expiration_dates method in the options package. This method is equivalent to scraping all of the date selection boxes on the options page for an individual stock (e.g.…
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31Jul 2018 by Andrew Treadway

How to get live stock prices with Python

Python, Web Scraping
In a previous post, I gave an introduction to the yahoo_fin package. The most updated version of the package includes new functionality allowing you to scrape live stock prices from Yahoo Finance (real-time). In this article, we'll go through a couple ways of getting real-time data from Yahoo Finance for stocks, as well as how to pull cryptocurrency price information. The get_live_price function First, we just need to load the stock_info module from yahoo_fin. [code lang="python"] # import stock_info module from yahoo_fin from yahoo_fin import stock_info as si [/code] Then, obtaining the current price of a stock is as simple as one line of code: [code lang="python"] # get live price of Apple si.get_live_price("aapl") # or Amazon si.get_live_price("amzn") # or any other ticker si.get_live_price(ticker) [/code] Note: Passing tickers is not…
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25Jan 2018 by Andrew Treadway
Coding with the Yahoo_fin Package

Coding with the Yahoo_fin Package

Python, Web Scraping
Background on yahoo_fin The yahoo_fin package contains functions to scrape stock-related data from Yahoo Finance and NASDAQ. You can view the official documentation by clicking this link, but the below post will provide a few more in-depth examples. Also, please check out my yahoo_fin playlist on YouTube. The first video is below, which covers installation and getting historical / real-time stock prices. The functions in yahoo_fin are divided into two modules, stock_info and options. This post will focus on introducing stock_info. For more on using the options module, check out this post. Let's get started by importing the stock_info module from yahoo_fin. [code lang="python"] import yahoo_fin.stock_info as si [/code] Downloading price data One of the core functions available is called get_data, which retrieves historical price data for an individual stock.…
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12Oct 2017 by Andrew Treadway
Word Frequency Analysis

Word Frequency Analysis

Python, Web Scraping
In a previous article, we talked about using Python to scrape stock-related articles from the web. As an extension of this idea, we’re going to show you how to use the NLTK package to figure out how often different words occur in text, using scraped stock articles. Initial Setup Let's import the NLTK package, along with requests and BeautifulSoup, which we'll need to scrape the stock articles. [code language="python" style="font-size: 8px"] '''load packages''' import nltk import requests from bs4 import BeautifulSoup [/code] Pulling the data we'll need Below, we're copying code from my scraping stocks article. This gives us a function, scrape_all_articles (along with two other helper functions), which we can use to pull the actual raw text from articles linked to from NASDAQ's website. [code language="python"] def scrape_news_text(news_url): news_html…
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