This is a database of 300.000+ symbols containing Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets.
MIT License
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This release features the introduction of the FinanceFrame. This is a DataFrame with extras, namely the function to_toolkit
. As also visible in this example, the Finance Database can now directly convert the symbols to the Finance Toolkit 🛠️ making it possible to do combine the exploration of tickers from the Finance Database with the in-depth financial analysis from the Finance Toolkit.
As an example, it is possible to use both .select()
and .search()
and combine this with .to_toolkit()
.
For fundamental data, you need to obtain an API Key from FinancialModelingPrep. This is used to gain access to 30+ years of financial statement both annually and quarterly. Note that the Free plan is limited to 250 requests each day, 5 years of data and only features companies listed on US exchanges.
Obtain an API Key from FinancialModelingPrep here.
Through the link you are able to subscribe for the free plan and also premium plans at a 15% discount. This is an affiliate link and thus supports the project at the same time. I have chosen FinancialModelingPrep as a source as I find it to be the most transparent, reliable and at an affordable price. I have yet to find a platform offering such low prices for the amount of data offered.
Published by JerBouma about 1 year ago
This release makes it possible to filter by multiple criteria for the same columns. Next to that, many company names are adjusted in the database that contained accented characters.
Published by JerBouma over 1 year ago
This release includes over 9.000 ISIN codes, more than 25.000 FIGI codes and more than 2.000 CUSIP codes. This is a start to not only allowing you to work with tickers (like MSFT which is Microsoft Corporation) but also with ISIN (US5949181045), FIGIs (BBG000BPHFS9) and CUSIP (594918104) codes.
Furthermore, I have also updated the exchange names being much more clear now. Lastly, made a small bug fix when you wish to work with the database locally.
Published by JerBouma over 1 year ago
I've improved this database not only by increasing the amount of symbols (from 180k to 300k) but also:
Published by JerBouma almost 3 years ago
Added market cap to Equities and total assets to ETFs and Funds. Furthermore, renamed the package to financedatabase (from FinanceDatabase) to be more in line with PEP8.
Published by JerBouma about 3 years ago
In this release I have included a parameter called exclude_exchanges. By default this paramater is set to True which means all exchanges are excluded from the selection (via for example select_equities
). This is done to prevent the user from receiving several times the same ticker (but in different exchanges). Setting this parameter to False returns the amount of tickers as listed in the Key Statistics in README.md
Published by JerBouma over 3 years ago
Added the possibility to point to a different URL as well as the option to select a local location. Furthermore, fixed a small bug in the select_etfs function and added test cases to ensure for a more robust package.
Published by JerBouma over 3 years ago
A significant update has occurred to the Database. This required some changes to the package attached to it. Primarily splitting up the large Equities JSON file as it exceeded the 100MB limit of GitHub as well as removing the Options and Futures categories. These were time dependent and thus serve no value in a week or two.
Published by JerBouma over 3 years ago
Improved the search function to allow more flexibility. You are now able to search in any key of the dictionary by changing the parameter 'search'. Also, by default the query is not case sensitive. Thus both STOXX and stoxx would yield the same result. The variable 'case_sensitive' can be set to True to change this.
Published by JerBouma over 3 years ago
Fixed an issue where if you only add 'equities' to show_options, it wouldn't work. Now it gives you countries, industries and sectors in separate dictionaries.
Published by JerBouma over 3 years ago
Make equities_selection an optional parameter in show_options.
Published by JerBouma over 3 years ago
First release of the package, prior versions had some minor bugs in them.