import logging import yfinance as yf from typing import Annotated, Callable, Any, Optional from pandas import DataFrame import pandas as pd from functools import wraps from .utils import save_output, SavePathType, decorate_all_methods logger = logging.getLogger(__name__) def init_ticker(func: Callable) -> Callable: @wraps(func) def wrapper(symbol: Annotated[str, "ticker symbol"], *args, **kwargs) -> Any: ticker = yf.Ticker(symbol) return func(ticker, *args, **kwargs) return wrapper @decorate_all_methods(init_ticker) class YFinanceUtils: def get_stock_data( symbol: Annotated[str, "ticker symbol"], start_date: Annotated[ str, "start date for retrieving stock price data, YYYY-mm-dd" ], end_date: Annotated[ str, "end date for retrieving stock price data, YYYY-mm-dd" ], save_path: SavePathType = None, ) -> DataFrame: ticker = symbol end_date = pd.to_datetime(end_date) + pd.DateOffset(days=1) end_date = end_date.strftime("%Y-%m-%d") stock_data = ticker.history(start=start_date, end=end_date) return stock_data def get_stock_info( symbol: Annotated[str, "ticker symbol"], ) -> dict: ticker = symbol stock_info = ticker.info return stock_info def get_company_info( symbol: Annotated[str, "ticker symbol"], save_path: Optional[str] = None, ) -> DataFrame: ticker = symbol info = ticker.info company_info = { "Company Name": info.get("shortName", "N/A"), "Industry": info.get("industry", "N/A"), "Sector": info.get("sector", "N/A"), "Country": info.get("country", "N/A"), "Website": info.get("website", "N/A"), } company_info_df = DataFrame([company_info]) if save_path: company_info_df.to_csv(save_path) logger.info("Company info for %s saved to %s", ticker.ticker, save_path) return company_info_df def get_stock_dividends( symbol: Annotated[str, "ticker symbol"], save_path: Optional[str] = None, ) -> DataFrame: ticker = symbol dividends = ticker.dividends if save_path: dividends.to_csv(save_path) logger.info("Dividends for %s saved to %s", ticker.ticker, save_path) return dividends def get_income_stmt(symbol: Annotated[str, "ticker symbol"]) -> DataFrame: ticker = symbol income_stmt = ticker.financials return income_stmt def get_balance_sheet(symbol: Annotated[str, "ticker symbol"]) -> DataFrame: ticker = symbol balance_sheet = ticker.balance_sheet return balance_sheet def get_cash_flow(symbol: Annotated[str, "ticker symbol"]) -> DataFrame: ticker = symbol cash_flow = ticker.cashflow return cash_flow def get_analyst_recommendations(symbol: Annotated[str, "ticker symbol"]) -> tuple: ticker = symbol recommendations = ticker.recommendations if recommendations.empty: return None, 0 row_0 = recommendations.iloc[0, 1:] max_votes = row_0.max() majority_voting_result = row_0[row_0 == max_votes].index.tolist() return majority_voting_result[0], max_votes