diff options
| -rw-r--r-- | ui_security_inventory_23_parsing.ipynb | 131 |
1 files changed, 111 insertions, 20 deletions
diff --git a/ui_security_inventory_23_parsing.ipynb b/ui_security_inventory_23_parsing.ipynb index 0091ac6..aef55ec 100644 --- a/ui_security_inventory_23_parsing.ipynb +++ b/ui_security_inventory_23_parsing.ipynb @@ -10,7 +10,7 @@ "import numpy as np\n", "import pandas as pd\n", "import yfinance as yf\n", - "# extra dependencies et-xmlfile-1.1.0 openpyxl-3.1.1" + "import requests" ] }, { @@ -48,6 +48,7 @@ "op_df.insert(8, 'Company', pd.NA)\n", "op_df.insert(9, 'Industry', pd.NA)\n", "op_df.insert(10, 'Private Placement', False)\n", + "op_df.insert(11, 'Ticker', pd.NA)\n", "# op_df = op_df.insert(7, 'Bank', pd.NA)\n", "op_df.head()" ] @@ -266,37 +267,133 @@ { "cell_type": "code", "execution_count": null, - "id": "0ba92284", + "id": "e7e06dfe", "metadata": {}, "outputs": [], "source": [ - "len(company_names)" + "cb_df" ] }, { "cell_type": "markdown", - "id": "6accaca4", + "id": "8b78d9cd", "metadata": {}, "source": [ - "It looks like we are invested in 408 companies" + "##### get ticker" ] }, { "cell_type": "code", "execution_count": null, - "id": "e7e06dfe", + "id": "ba37103f", "metadata": {}, "outputs": [], "source": [ - "cb_df" + "# taken from https://gist.github.com/bruhbruhroblox/dd9d981c8c37983f61e423a45085e063\n", + "def getTicker(company_name):\n", + " yfinance = \"https://query2.finance.yahoo.com/v1/finance/search\"\n", + " user_agent = 'Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/108.0.0.0 Safari/537.36'\n", + " params = {\"q\": company_name, \"quotes_count\": 1, \"country\": \"United States\"}\n", + "\n", + " res = requests.get(url=yfinance, params=params, headers={'User-Agent': user_agent})\n", + " data = res.json()\n", + "\n", + " company_code = data['quotes'][0]['symbol']\n", + " return company_code" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "f2e232f5", + "metadata": {}, + "outputs": [], + "source": [ + "%%time\n", + "company_name_to_ticker = dict()\n", + "for name in company_names:\n", + " try:\n", + " # try to get the ticker\n", + " ticker = getTicker(name)\n", + " except:\n", + " try:\n", + " # shorten the name and try again\n", + " short_name = name.split(' ')[0]\n", + " ticker = getTicker(short_name)\n", + " except:\n", + " # no ticker could be found, probably a private company, check to make sure\n", + " ticker = 'NO_TICKER_FOUND'\n", + " company_name_to_ticker[name] = ticker" ] }, { "cell_type": "markdown", - "id": "8b78d9cd", + "id": "e3009168", "metadata": {}, "source": [ - "##### get ticker" + "##### match company name to ticker in DF" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "d80dca43", + "metadata": {}, + "outputs": [], + "source": [ + "company_name_to_ticker" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "921c344d", + "metadata": {}, + "outputs": [], + "source": [ + "company_names" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "7abeab84", + "metadata": {}, + "outputs": [], + "source": [ + "company_name_to_ticker[cb_df.at[104,'Company']]" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "e8f64024", + "metadata": {}, + "outputs": [], + "source": [ + "for i in cb_df.index:\n", + " try:\n", + " cb_df.at[i,'Ticker'] = company_name_to_ticker[cb_df.at[i,'Company']]\n", + " except:\n", + " assert cb_df.at[i,'Company'] == 'Corporate Bonds'" + ] + }, + { + "cell_type": "code", + "execution_count": null, + "id": "04e49491", + "metadata": {}, + "outputs": [], + "source": [ + "cb_df.head()" + ] + }, + { + "cell_type": "markdown", + "id": "2342f360", + "metadata": {}, + "source": [ + "## Get info from ticker " ] }, { @@ -306,16 +403,10 @@ "metadata": {}, "outputs": [], "source": [ - "# Replace \"company_name\" with the name of the company you're searching for\n", - "company_name = \"ABBV\"\n", - "\n", - "# Search for the company on Yahoo Finance\n", - "search_results = yf.Tickers(company_name)\n", - "\n", - "# Get the ticker symbol for the first result\n", - "print (search_results.tickers['ABBV'].info['industry'])\n", - "\n", - "# print(ticker)" + "def get_info_from_ticker(ticker):\n", + " # Search for the company on Yahoo Finance\n", + " search_results = yf.Tickers(company_name)\n", + " return search_results.tickers['T'].info" ] } ], @@ -335,7 +426,7 @@ "name": "python", "nbconvert_exporter": "python", "pygments_lexer": "ipython3", - "version": "3.10.6" + "version": "3.10.9" }, "vscode": { "interpreter": { |