From 930d2295d2fc4d3e8c04bde3953d17cfb48661ed Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Fri, 24 Jun 2022 12:06:10 +0100 Subject: [PATCH 01/25] Added code to look at Yahoo Finance Financials (Income, Balance sheet and cashflow, if tickers not found in Alpha Vantage. Should cover all UK (only tested with .L appended to tickers). --- .../stocks/fundamental_analysis/av_model.py | 28 ++++---- .../stocks/fundamental_analysis/av_view.py | 14 ++-- .../fundamental_analysis/polygon_model.py | 2 +- .../yahoo_finance_model.py | 65 +++++++++++++++++++ 4 files changed, 92 insertions(+), 17 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index 4ec7a615eb6e..a56899927894 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -45,7 +45,7 @@ def get_overview(ticker: str) -> pd.DataFrame: else: # check if json is empty if not result_json: - console.print("No data found") + console.print("No data found from Alpha Vantage") # Parse json data to dataframe elif "Note" in result_json: console.print(result_json["Note"], "\n") @@ -108,7 +108,7 @@ def get_key_metrics(ticker: str) -> pd.DataFrame: else: # check if json is empty if not result_json or len(result_json) < 2: - console.print("No data found") + console.print("No data found from Alpha Vantage") return pd.DataFrame() df_fa = pd.json_normalize(result_json) @@ -177,7 +177,9 @@ def get_income_statements( else: # check if json is empty if not response_json: - console.print("No data found") + console.print( + "No data found from Alpha Vantage, checking Yahoo Finance ....." + ) else: statements = response_json df_fa = pd.DataFrame() @@ -190,7 +192,7 @@ def get_income_statements( df_fa = pd.DataFrame(statements["annualReports"]) if df_fa.empty: - console.print("No data found") + console.print("No data found from Alpha Vantage") return pd.DataFrame() df_fa = df_fa.set_index("fiscalDateEnding") @@ -218,7 +220,7 @@ def get_balance_sheet( Returns ------- pd.DataFrame - Dataframe of income statements + Dataframe of balance sheet statements """ url = f"https://www.alphavantage.co/query?function=BALANCE_SHEET&symbol={ticker}&apikey={cfg.API_KEY_ALPHAVANTAGE}" r = requests.get(url) @@ -230,7 +232,9 @@ def get_balance_sheet( else: # check if json is empty if not response_json: - console.print("No data found") + console.print( + "No data found from Alpha Vantage, checking Yahoo Finance ....." + ) else: statements = response_json df_fa = pd.DataFrame() @@ -243,7 +247,7 @@ def get_balance_sheet( df_fa = pd.DataFrame(statements["annualReports"]) if df_fa.empty: - console.print("No data found") + console.print("No data found from Alpha Vantage") return pd.DataFrame() df_fa = df_fa.set_index("fiscalDateEnding") @@ -269,7 +273,7 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF Returns ------- pd.DataFrame - Dataframe of income statements + Dataframe of cash flow statements """ url = f"https://www.alphavantage.co/query?function=CASH_FLOW&symbol={ticker}&apikey={cfg.API_KEY_ALPHAVANTAGE}" r = requests.get(url) @@ -281,7 +285,9 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF else: # check if json is empty if not response_json: - console.print("No data found") + console.print( + "No data found from Alpha Vantage, checking Yahoo Finance ....." + ) else: statements = response_json df_fa = pd.DataFrame() @@ -294,7 +300,7 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF df_fa = pd.DataFrame(statements["annualReports"]) if df_fa.empty: - console.print("No data found") + console.print("No data found from Alpha Vantage") return pd.DataFrame() df_fa = df_fa.set_index("fiscalDateEnding") @@ -335,7 +341,7 @@ def get_earnings(ticker: str, quarterly: bool = False) -> pd.DataFrame: else: # check if json is empty if not result_json or len(result_json) < 2: - console.print("No data found") + console.print("No data found from Alpha Vantage") else: df_fa = pd.json_normalize(result_json) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_view.py b/openbb_terminal/stocks/fundamental_analysis/av_view.py index d2171e32da0c..25307cced943 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_view.py @@ -18,6 +18,7 @@ ) from openbb_terminal.rich_config import console from openbb_terminal.stocks.fundamental_analysis import av_model +from openbb_terminal.stocks.fundamental_analysis import yahoo_finance_model logger = logging.getLogger(__name__) @@ -89,7 +90,8 @@ def display_income_statement( df_income = av_model.get_income_statements(ticker, limit, quarterly) if df_income.empty: - return + # When no data returned from Alpha Vantage, try Yahoo Finance Model. (FTSE UK Data) + df_income = yahoo_finance_model.get_yahoo_financials(ticker, 'financials') indexes = df_income.index new_indexes = [camel_case_split(ind) for ind in indexes] @@ -110,7 +112,7 @@ def display_income_statement( def display_balance_sheet( ticker: str, limit: int, quarterly: bool = False, export: str = "" ): - """Alpha Vantage income statement + """Alpha Vantage balance sheet statement Parameters ---------- @@ -126,7 +128,8 @@ def display_balance_sheet( df_balance = av_model.get_balance_sheet(ticker, limit, quarterly) if df_balance.empty: - return + # When no data returned from Alpha Vantage, try Yahoo Finance Model. (FTSE UK Data) + df_balance = yahoo_finance_model.get_yahoo_financials(ticker, 'balance-sheet') indexes = df_balance.index new_indexes = [camel_case_split(ind) for ind in indexes] @@ -165,7 +168,8 @@ def display_cash_flow( df_cash = av_model.get_cash_flow(ticker, limit, quarterly) if df_cash.empty: - return + # When no data returned from Alpha Vantage, try Yahoo Finance Model. (FTSE UK Data) + df_cash = yahoo_finance_model.get_yahoo_financials(ticker, 'cash-flow') indexes = df_cash.index new_indexes = [camel_case_split(ind) for ind in indexes] @@ -174,7 +178,7 @@ def display_cash_flow( print_rich_table( df_cash, headers=list(df_cash.columns), - title=f"{ticker} Balance Sheet", + title=f"{ticker} Cash flow", show_index=True, ) diff --git a/openbb_terminal/stocks/fundamental_analysis/polygon_model.py b/openbb_terminal/stocks/fundamental_analysis/polygon_model.py index ca0e25366b0f..1d36c10aca6c 100644 --- a/openbb_terminal/stocks/fundamental_analysis/polygon_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/polygon_model.py @@ -52,7 +52,7 @@ def get_financials( all_results = json_request["results"] if len(all_results) == 0: - console.print("No financials found.\n") + console.print("No financials found from Polygon.\n") return pd.DataFrame() balance_sheets = pd.DataFrame() diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index bcf3fb6b589c..8852eeafb702 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -4,10 +4,15 @@ import logging from datetime import datetime, timedelta from typing import Tuple +from urllib.request import Request, urlopen +import ssl +import numpy as np import pandas as pd import yfinance as yf +from bs4 import BeautifulSoup + from openbb_terminal.decorators import log_start_end from openbb_terminal.helper_funcs import lambda_long_number_format from openbb_terminal.stocks.fundamental_analysis.fa_helper import clean_df_index @@ -15,6 +20,9 @@ logger = logging.getLogger(__name__) +ssl._create_default_https_context = ssl._create_unverified_context + + @log_start_end(log=logger) def get_info(ticker: str) -> pd.DataFrame: """Gets ticker info @@ -286,3 +294,60 @@ def get_splits(ticker: str) -> pd.DataFrame: if not data.empty: return data.to_frame() return pd.DataFrame() + + +@log_start_end(log=logger) +def get_yahoo_financials(ticker: str, financial_type: str) -> pd.DataFrame: + """Get cashflow statement for company + + Parameters + ---------- + ticker : str + Stock ticker + financial_type: str + can be: + cash-flow + financials for Income + balance-sheet + + Returns + ------- + pd.DataFrame + Dataframe of Financial statement + """ + url = ( + "https://uk.finance.yahoo.com/quote/" + ticker + "/" + financial_type + "?p=" + ticker + ) + + # Making the website believe that you are accessing it using a Mozilla browser + req = Request(url, headers={"User-Agent": "Mozilla/5.0"}) + + webpage = urlopen(req).read() + # Creating a BeautifulSoup object of the HTML page for easy extraction of data. + + soup = BeautifulSoup(webpage, "html.parser") + features = soup.find_all("div", class_="D(tbr)") + headers = [] + temp_list = [] + final = [] + index = 0 # create headers + for item in features[0].find_all("div", class_="D(ib)"): + headers.append(item.text) # statement contents + + while index <= len(features) - 1: + # filter for each line of the statement + temp = features[index].find_all("div", class_="D(tbc)") + for line in temp: + # each item adding to a temporary list + temp_list.append(line.text) + # temp_list added to final list + final.append(temp_list) + # clear temp_list + temp_list = [] + index += 1 + + df = pd.DataFrame(final[1:]) + df.columns = headers + df.set_index("Breakdown", inplace=True) + df.replace("", np.nan, inplace=True) + return df.dropna(how="all") \ No newline at end of file From e331a532b5adf001b2d7771e64ff8044145f4949 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Fri, 24 Jun 2022 18:20:30 +0100 Subject: [PATCH 02/25] Added code to look at Yahoo Finance Financials (Income, Balance sheet and cashflow, if tickers not found in Alpha Vantage. Should cover all UK (only tested with .L appended to tickers). --- ...e-display_balance_sheet-kwargs_dict4].yaml | 5092 ++++++++++++++++- ...e-display_balance_sheet-kwargs_dict5].yaml | 5091 +++++++++++++++- ...False-display_cash_flow-kwargs_dict6].yaml | 4941 +++++++++++++++- ...False-display_cash_flow-kwargs_dict7].yaml | 4941 +++++++++++++++- ...[False-display_earnings-kwargs_dict8].yaml | 4 +- ...[False-display_earnings-kwargs_dict9].yaml | 4 +- ...isplay_income_statement-kwargs_dict2].yaml | 4771 ++++++++++++++- ...isplay_income_statement-kwargs_dict3].yaml | 4770 ++++++++++++++- ...utput[False-display_key-kwargs_dict1].yaml | 4 +- ...[False-display_overview-kwargs_dict0].yaml | 4 +- ...e-display_balance_sheet-kwargs_dict4].yaml | 155 +- ...e-display_balance_sheet-kwargs_dict5].yaml | 83 +- ...[True-display_cash_flow-kwargs_dict6].yaml | 53 +- ...[True-display_cash_flow-kwargs_dict7].yaml | 54 +- ...t[True-display_earnings-kwargs_dict8].yaml | 34 +- ...t[True-display_earnings-kwargs_dict9].yaml | 4 +- ...isplay_income_statement-kwargs_dict2].yaml | 119 +- ...isplay_income_statement-kwargs_dict3].yaml | 116 +- ...output[True-display_key-kwargs_dict1].yaml | 44 +- ...t[True-display_overview-kwargs_dict0].yaml | 44 +- ...se-display_balance_sheet-kwargs_dict4].txt | 34 +- ...se-display_balance_sheet-kwargs_dict5].txt | 34 +- ...[False-display_cash_flow-kwargs_dict6].txt | 28 +- ...[False-display_cash_flow-kwargs_dict7].txt | 28 +- ...t[False-display_earnings-kwargs_dict8].txt | 2 +- ...t[False-display_earnings-kwargs_dict9].txt | 2 +- ...display_income_statement-kwargs_dict2].txt | 22 +- ...display_income_statement-kwargs_dict3].txt | 22 +- ...output[False-display_key-kwargs_dict1].txt | 2 +- ...ue-display_balance_sheet-kwargs_dict5].txt | 39 +- ...t[True-display_cash_flow-kwargs_dict6].txt | 30 +- ...t[True-display_cash_flow-kwargs_dict7].txt | 30 +- ...ut[True-display_earnings-kwargs_dict8].txt | 7 +- ...ut[True-display_earnings-kwargs_dict9].txt | 2 +- ..._output[True-display_key-kwargs_dict1].txt | 16 +- ...ut[True-display_overview-kwargs_dict0].txt | 26 +- 36 files changed, 30332 insertions(+), 320 deletions(-) diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml index 5a3ac22f9c58..d903c458986d 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aacdf1f887f-LHR + - 7207104339753628-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:54 GMT + - Fri, 24 Jun 2022 17:08:06 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4 +47,5092 @@ interactions: status: code: 200 message: OK +- request: + body: null + headers: + Connection: + - close + Host: + - uk.finance.yahoo.com + method: GET + uri: https://uk.finance.yahoo.com/quote/TSLA/balance-sheet?p=TSLA + response: + body: + string: "Tesla, Inc. (TSLA) balance sheet \u2013 Yahoo Finance
Yahoo
No matching + results for ''
Tip: Try a valid symbol or + a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS + - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.79+28.58 + (+4.05%)
As of 01:08PM EDT. Market open.
Show:
Annual

Balance sheet

All numbers in thousands
Breakdown
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Assets
Current + assets
Cash
Cash + and cash equivalents
17,576,000
19,384,000
6,268,000
3,685,618
Other + short-term investments
131,000
-
-
-
Total cash
17,707,000
19,384,000
6,268,000
3,685,618
Net receivables
1,913,000
1,886,000
1,324,000
949,022
Inventory
5,757,000
4,101,000
3,552,000
3,113,446
Total current + assets
27,100,000
26,717,000
12,103,000
8,306,308
Non-current + assets
Property, plant and equipment
Gross + property, plant and equipment
39,094,000
29,447,000
31,925,000
22,885,847
Accumulated + depreciation
-7,918,000
-6,072,000
-11,726,000
-3,194,616
Net + property, plant and equipment
31,176,000
23,375,000
20,199,000
19,691,231
Goodwill
200,000
207,000
198,000
68,159
Intangible assets
1,517,000
313,000
339,000
282,492
Other long-term + assets
2,138,000
1,536,000
1,077,000
969,876
Total non-current + assets
35,031,000
25,431,000
22,206,000
21,433,306
Total assets
62,131,000
52,148,000
34,309,000
29,739,614
Liabilities and stockholders' equity
Liabilities
Current + liabilities
Current debt
1,088,000
1,758,000
1,399,000
2,221,985
Accounts payable
10,025,000
6,051,000
3,771,000
3,404,451
Accrued liabilities
3,670,000
2,134,000
1,534,000
1,121,670
Deferred revenues
2,372,000
2,210,000
1,889,000
1,422,893
Other + current liabilities
294,000
241,000
520,000
875,460
Total current + liabilities
19,705,000
14,248,000
10,667,000
9,992,136
Non-current liabilities
Long-term debt
4,254,000
8,513,000
10,402,000
8,410,490
Deferred + tax liabilities
24,000
151,000
-
-
Deferred revenues
2,052,000
1,284,000
1,207,000
990,873
Other + long-term liabilities
320,000
436,000
408,000
636,409
Total + non-current liabilities
10,843,000
14,221,000
15,532,000
13,433,874
Total liabilities
30,548,000
28,469,000
26,199,000
23,426,010
Stockholders' + equity
Common stock
1,000
1,000
0
173
Retained earnings
331,000
-5,399,000
-6,083,000
-5,317,832
Accumulated + other comprehensive income
54,000
363,000
-36,000
-8,218
Total + stockholders' equity
30,189,000
22,225,000
6,618,000
4,923,243
Total + liabilities and stockholders' equity
62,131,000
52,148,000
34,309,000
29,739,614
+
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" + headers: + Age: + - '0' + Connection: + - close + Expect-CT: + - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" + Transfer-Encoding: + - chunked + X-Content-Type-Options: + - nosniff + X-XSS-Protection: + - 1; mode=block + content-security-policy: + - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts + allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation + allow-presentation; + content-type: + - text/html; charset=utf-8 + date: + - Fri, 24 Jun 2022 17:08:06 GMT + referrer-policy: + - no-referrer-when-downgrade + server: + - ATS + strict-transport-security: + - max-age=15552000 + vary: + - Accept-Encoding + x-envoy-decorator-operation: + - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* + x-envoy-upstream-service-time: + - '344' + x-frame-options: + - SAMEORIGIN + status: + code: 200 + message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml index a55f781ebf5b..5dacc6abee9b 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aade97a06ae-LHR + - 7207104939f535fb-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:54 GMT + - Fri, 24 Jun 2022 17:08:07 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4 +47,5091 @@ interactions: status: code: 200 message: OK +- request: + body: null + headers: + Connection: + - close + Host: + - uk.finance.yahoo.com + method: GET + uri: https://uk.finance.yahoo.com/quote/TSLA/balance-sheet?p=TSLA + response: + body: + string: "Tesla, Inc. (TSLA) balance sheet \u2013 Yahoo Finance
Yahoo
No matching + results for ''
Tip: Try a valid symbol or + a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS + - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.78+28.57 + (+4.05%)
As of 01:08PM EDT. Market open.
Show:
Annual

Balance sheet

All numbers in thousands
Breakdown
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Assets
Current + assets
Cash
Cash + and cash equivalents
17,576,000
19,384,000
6,268,000
3,685,618
Other + short-term investments
131,000
-
-
-
Total cash
17,707,000
19,384,000
6,268,000
3,685,618
Net receivables
1,913,000
1,886,000
1,324,000
949,022
Inventory
5,757,000
4,101,000
3,552,000
3,113,446
Total current + assets
27,100,000
26,717,000
12,103,000
8,306,308
Non-current + assets
Property, plant and equipment
Gross + property, plant and equipment
39,094,000
29,447,000
31,925,000
22,885,847
Accumulated + depreciation
-7,918,000
-6,072,000
-11,726,000
-3,194,616
Net + property, plant and equipment
31,176,000
23,375,000
20,199,000
19,691,231
Goodwill
200,000
207,000
198,000
68,159
Intangible assets
1,517,000
313,000
339,000
282,492
Other long-term + assets
2,138,000
1,536,000
1,077,000
969,876
Total non-current + assets
35,031,000
25,431,000
22,206,000
21,433,306
Total assets
62,131,000
52,148,000
34,309,000
29,739,614
Liabilities and stockholders' equity
Liabilities
Current + liabilities
Current debt
1,088,000
1,758,000
1,399,000
2,221,985
Accounts payable
10,025,000
6,051,000
3,771,000
3,404,451
Accrued liabilities
3,670,000
2,134,000
1,534,000
1,121,670
Deferred revenues
2,372,000
2,210,000
1,889,000
1,422,893
Other + current liabilities
294,000
241,000
520,000
875,460
Total current + liabilities
19,705,000
14,248,000
10,667,000
9,992,136
Non-current liabilities
Long-term debt
4,254,000
8,513,000
10,402,000
8,410,490
Deferred + tax liabilities
24,000
151,000
-
-
Deferred revenues
2,052,000
1,284,000
1,207,000
990,873
Other + long-term liabilities
320,000
436,000
408,000
636,409
Total + non-current liabilities
10,843,000
14,221,000
15,532,000
13,433,874
Total liabilities
30,548,000
28,469,000
26,199,000
23,426,010
Stockholders' + equity
Common stock
1,000
1,000
0
173
Retained earnings
331,000
-5,399,000
-6,083,000
-5,317,832
Accumulated + other comprehensive income
54,000
363,000
-36,000
-8,218
Total + stockholders' equity
30,189,000
22,225,000
6,618,000
4,923,243
Total + liabilities and stockholders' equity
62,131,000
52,148,000
34,309,000
29,739,614
+
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" + headers: + Age: + - '0' + Connection: + - close + Expect-CT: + - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" + Transfer-Encoding: + - chunked + X-Content-Type-Options: + - nosniff + X-XSS-Protection: + - 1; mode=block + content-security-policy: + - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts + allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation + allow-presentation; + content-type: + - text/html; charset=utf-8 + date: + - Fri, 24 Jun 2022 17:08:07 GMT + referrer-policy: + - no-referrer-when-downgrade + server: + - ATS + strict-transport-security: + - max-age=15552000 + vary: + - Accept-Encoding + x-envoy-decorator-operation: + - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* + x-envoy-upstream-service-time: + - '528' + x-frame-options: + - SAMEORIGIN + status: + code: 200 + message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml index d49906af114c..a93477cd9253 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1ab02ab70672-LHR + - 720710508ba154dc-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:54 GMT + - Fri, 24 Jun 2022 17:08:08 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4 +47,4941 @@ interactions: status: code: 200 message: OK +- request: + body: null + headers: + Connection: + - close + Host: + - uk.finance.yahoo.com + method: GET + uri: https://uk.finance.yahoo.com/quote/TSLA/cash-flow?p=TSLA + response: + body: + string: "Tesla, Inc. (TSLA) cash flow \u2013 Yahoo Finance + \u2013 Yahoo Finance
Yahoo
No matching + results for ''
Tip: Try a valid symbol or + a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS + - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.78+28.57 + (+4.05%)
As of 01:08PM EDT. Market open.
Annual

Cash flow

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Cash + flows from operating activities
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Depreciation + & amortisation
3,170,000
2,911,000
2,322,000
2,154,000
1,901,050
Stock-based + compensation
1,925,000
2,121,000
1,734,000
898,000
749,024
Change + in working capital
-72,000
518,000
184,000
-349,000
57,951
Accounts receivable
-515,000
-130,000
-652,000
-367,000
-496,732
Inventory
-2,236,000
-1,709,000
-422,000
-429,000
-1,023,264
Other working + capital
6,916,000
3,483,000
2,701,000
968,000
-221,714
Other non-cash + items
253,000
245,000
408,000
186,000
207,237
Net + cash provided by operating activities
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Cash flows from investing activities
Investments + in property, plant and equipment
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Acquisitions, + net
-
0
-13,000
-45,000
-17,912
Purchases + of investments
-518,000
-132,000
-
-
-
Sales/maturities + of investments
-
-
-
-
0
Other + investing activities
-
6,000
123,000
46,000
-
Net + cash used for investing activities
-7,453,000
-7,868,000
-3,132,000
-1,436,000
-2,337,428
Cash flows from financing activities
Debt repayment
-12,538,000
-14,615,000
-12,201,000
-9,871,000
-6,087,029
Common stock + issued
-
0
12,269,000
848,000
0
Other + financing activities
-189,000
-178,000
-225,000
-554,000
188,900
Net cash used provided by (used for) financing activities
-6,101,000
-5,203,000
9,973,000
1,529,000
573,755
Net change + in cash
317,000
-1,757,000
13,118,000
2,506,000
311,429
Cash + at beginning of period
17,723,000
19,901,000
6,783,000
4,277,000
3,964,959
Cash at + end of period
18,020,000
18,144,000
19,901,000
6,783,000
4,276,388
Free + cash flow
Operating + cash flow
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Capital expenditure
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Free cash flow
6,916,000
3,483,000
2,701,000
968,000
-221,714
+
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" + headers: + Age: + - '3' + Connection: + - close + Expect-CT: + - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" + Transfer-Encoding: + - chunked + X-Content-Type-Options: + - nosniff + X-XSS-Protection: + - 1; mode=block + content-security-policy: + - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts + allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation + allow-presentation; + content-type: + - text/html; charset=utf-8 + date: + - Fri, 24 Jun 2022 17:08:08 GMT + referrer-policy: + - no-referrer-when-downgrade + server: + - ATS + strict-transport-security: + - max-age=15552000 + vary: + - Accept-Encoding + x-envoy-decorator-operation: + - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* + x-envoy-upstream-service-time: + - '390' + x-frame-options: + - SAMEORIGIN + status: + code: 200 + message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml index 64b3f709623f..fb4d2a7fe184 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1ab25ffa774d-LHR + - 72071056b9111893-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:55 GMT + - Fri, 24 Jun 2022 17:08:09 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4 +47,4941 @@ interactions: status: code: 200 message: OK +- request: + body: null + headers: + Connection: + - close + Host: + - uk.finance.yahoo.com + method: GET + uri: https://uk.finance.yahoo.com/quote/TSLA/cash-flow?p=TSLA + response: + body: + string: "Tesla, Inc. (TSLA) cash flow \u2013 Yahoo Finance + \u2013 Yahoo Finance
Yahoo
No matching + results for ''
Tip: Try a valid symbol or + a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS + - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.52+28.31 + (+4.01%)
As of 01:08PM EDT. Market open.
Annual

Cash flow

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Cash + flows from operating activities
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Depreciation + & amortisation
3,170,000
2,911,000
2,322,000
2,154,000
1,901,050
Stock-based + compensation
1,925,000
2,121,000
1,734,000
898,000
749,024
Change + in working capital
-72,000
518,000
184,000
-349,000
57,951
Accounts receivable
-515,000
-130,000
-652,000
-367,000
-496,732
Inventory
-2,236,000
-1,709,000
-422,000
-429,000
-1,023,264
Other working + capital
6,916,000
3,483,000
2,701,000
968,000
-221,714
Other non-cash + items
253,000
245,000
408,000
186,000
207,237
Net + cash provided by operating activities
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Cash flows from investing activities
Investments + in property, plant and equipment
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Acquisitions, + net
-
0
-13,000
-45,000
-17,912
Purchases + of investments
-518,000
-132,000
-
-
-
Sales/maturities + of investments
-
-
-
-
0
Other + investing activities
-
6,000
123,000
46,000
-
Net + cash used for investing activities
-7,453,000
-7,868,000
-3,132,000
-1,436,000
-2,337,428
Cash flows from financing activities
Debt repayment
-12,538,000
-14,615,000
-12,201,000
-9,871,000
-6,087,029
Common stock + issued
-
0
12,269,000
848,000
0
Other + financing activities
-189,000
-178,000
-225,000
-554,000
188,900
Net cash used provided by (used for) financing activities
-6,101,000
-5,203,000
9,973,000
1,529,000
573,755
Net change + in cash
317,000
-1,757,000
13,118,000
2,506,000
311,429
Cash + at beginning of period
17,723,000
19,901,000
6,783,000
4,277,000
3,964,959
Cash at + end of period
18,020,000
18,144,000
19,901,000
6,783,000
4,276,388
Free + cash flow
Operating + cash flow
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Capital expenditure
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Free cash flow
6,916,000
3,483,000
2,701,000
968,000
-221,714
+
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" + headers: + Age: + - '2' + Connection: + - close + Expect-CT: + - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" + Transfer-Encoding: + - chunked + X-Content-Type-Options: + - nosniff + X-XSS-Protection: + - 1; mode=block + content-security-policy: + - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts + allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation + allow-presentation; + content-type: + - text/html; charset=utf-8 + date: + - Fri, 24 Jun 2022 17:08:10 GMT + referrer-policy: + - no-referrer-when-downgrade + server: + - ATS + strict-transport-security: + - max-age=15552000 + vary: + - Accept-Encoding + x-envoy-decorator-operation: + - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* + x-envoy-upstream-service-time: + - '408' + x-frame-options: + - SAMEORIGIN + status: + code: 200 + message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml index e5fad992972d..0ecd8257d34e 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1ab36973743f-LHR + - 7207105e1c8954e1-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:55 GMT + - Fri, 24 Jun 2022 17:08:10 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml index 2ed4b05f7b29..07eca04ae0de 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1ab4aca076e7-LHR + - 7207105f9cd454cf-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:55 GMT + - Fri, 24 Jun 2022 17:08:10 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml index 73897ac1969a..b9e52f0a2809 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aaa7a91776e-LHR + - 720710331f5e54a5-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:53 GMT + - Fri, 24 Jun 2022 17:08:03 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4 +47,4771 @@ interactions: status: code: 200 message: OK +- request: + body: null + headers: + Connection: + - close + Host: + - uk.finance.yahoo.com + method: GET + uri: https://uk.finance.yahoo.com/quote/TSLA/financials?p=TSLA + response: + body: + string: "Tesla, Inc. (TSLA) income statement \u2013 Yahoo + Finance
Yahoo
No matching + results for ''
Tip: Try a valid symbol or + a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS + - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.88+28.67 + (+4.07%)
As of 01:08PM EDT. Market open.
Show:
Income statement
Annual

Income statement

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Total revenue
62,190,000
53,823,000
31,536,000
24,578,000
21,461,268
Cost of revenue
45,339,000
40,217,000
24,906,000
20,509,000
17,419,247
Gross profit
16,851,000
13,606,000
6,630,000
4,069,000
4,042,021
Operating + expenses
Research + development
2,792,000
2,593,000
1,491,000
1,343,000
1,460,370
Selling + general and administrative
4,453,000
4,517,000
3,145,000
2,646,000
2,834,491
Total operating + expenses
7,245,000
7,110,000
4,636,000
3,989,000
4,294,861
Operating + income or loss
9,606,000
6,496,000
1,994,000
80,000
-252,840
Interest expense
333,000
371,000
748,000
685,000
663,071
Total + other income/expenses net
89,000
162,000
-122,000
-104,000
-113,367
Income before + tax
9,436,000
6,343,000
1,154,000
-665,000
-1,004,745
Income tax + expense
976,000
699,000
292,000
110,000
57,837
Income + from continuing operations
8,460,000
5,644,000
862,000
-775,000
-1,062,582
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Net + income available to common shareholders
8,399,000
5,519,000
690,000
-862,000
-976,091
Basic EPS
-
5.60
0.74
-0.98
-1.14
Diluted EPS
-
4.90
0.64
-0.98
-1.14
Basic average + shares
-
986,000
933,000
885,000
852,625
Diluted + average shares
-
1,129,000
1,083,000
885,000
852,625
EBITDA
-
9,625,000
4,224,000
2,174,000
1,559,376
+
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" + headers: + Age: + - '2' + Connection: + - close + Expect-CT: + - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" + Transfer-Encoding: + - chunked + X-Content-Type-Options: + - nosniff + X-XSS-Protection: + - 1; mode=block + content-security-policy: + - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts + allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation + allow-presentation; report-uri https://csp.yahoo.com/beacon/csp?src=yahoofinance; + report-to csp-endpoint; + content-type: + - text/html; charset=utf-8 + date: + - Fri, 24 Jun 2022 17:08:04 GMT + referrer-policy: + - no-referrer-when-downgrade + report-to: + - '{"group":"csp-endpoint","max-age":10886400,"endpoints":[{"url":"https://csp.yahoo.com/beacon/csp?src=yahoofinance"}]}' + server: + - ATS + strict-transport-security: + - max-age=15552000 + vary: + - Accept-Encoding + x-envoy-decorator-operation: + - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* + x-envoy-upstream-service-time: + - '401' + x-frame-options: + - SAMEORIGIN + status: + code: 200 + message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml index d5c0c6bf3e81..7d65495ef93f 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aabcc5d7190-LHR + - 72071039ade854d5-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:54 GMT + - Fri, 24 Jun 2022 17:08:05 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4 +47,4770 @@ interactions: status: code: 200 message: OK +- request: + body: null + headers: + Connection: + - close + Host: + - uk.finance.yahoo.com + method: GET + uri: https://uk.finance.yahoo.com/quote/TSLA/financials?p=TSLA + response: + body: + string: "Tesla, Inc. (TSLA) income statement \u2013 Yahoo + Finance
Yahoo
No matching + results for ''
Tip: Try a valid symbol or + a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS + - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.88+28.67 + (+4.07%)
As of 01:08PM EDT. Market open.
Show:
Income statement
Annual

Income statement

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Total revenue
62,190,000
53,823,000
31,536,000
24,578,000
21,461,268
Cost of revenue
45,339,000
40,217,000
24,906,000
20,509,000
17,419,247
Gross profit
16,851,000
13,606,000
6,630,000
4,069,000
4,042,021
Operating + expenses
Research + development
2,792,000
2,593,000
1,491,000
1,343,000
1,460,370
Selling + general and administrative
4,453,000
4,517,000
3,145,000
2,646,000
2,834,491
Total operating + expenses
7,245,000
7,110,000
4,636,000
3,989,000
4,294,861
Operating + income or loss
9,606,000
6,496,000
1,994,000
80,000
-252,840
Interest expense
333,000
371,000
748,000
685,000
663,071
Total + other income/expenses net
89,000
162,000
-122,000
-104,000
-113,367
Income before + tax
9,436,000
6,343,000
1,154,000
-665,000
-1,004,745
Income tax + expense
976,000
699,000
292,000
110,000
57,837
Income + from continuing operations
8,460,000
5,644,000
862,000
-775,000
-1,062,582
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Net + income available to common shareholders
8,399,000
5,519,000
690,000
-862,000
-976,091
Basic EPS
-
5.60
0.74
-0.98
-1.14
Diluted EPS
-
4.90
0.64
-0.98
-1.14
Basic average + shares
-
986,000
933,000
885,000
852,625
Diluted + average shares
-
1,129,000
1,083,000
885,000
852,625
EBITDA
-
9,625,000
4,224,000
2,174,000
1,559,376
+
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" + headers: + Age: + - '0' + Connection: + - close + Expect-CT: + - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" + Transfer-Encoding: + - chunked + X-Content-Type-Options: + - nosniff + X-XSS-Protection: + - 1; mode=block + content-security-policy: + - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts + allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation + allow-presentation; report-uri https://csp.yahoo.com/beacon/csp?src=yahoofinance; + report-to csp-endpoint; + content-type: + - text/html; charset=utf-8 + date: + - Fri, 24 Jun 2022 17:08:05 GMT + referrer-policy: + - no-referrer-when-downgrade + report-to: + - '{"group":"csp-endpoint","max-age":10886400,"endpoints":[{"url":"https://csp.yahoo.com/beacon/csp?src=yahoofinance"}]}' + server: + - ATS + strict-transport-security: + - max-age=15552000 + vary: + - Accept-Encoding + x-envoy-decorator-operation: + - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* + x-envoy-upstream-service-time: + - '608' + x-frame-options: + - SAMEORIGIN + status: + code: 200 + message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml index d6ce0e697638..f214d0cc8d5c 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aa96b2d407d-LHR + - 72071031db1454a6-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:53 GMT + - Fri, 24 Jun 2022 17:08:03 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml index b6d65e64e85b..6265fc27f5a5 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aa85f317443-LHR + - 720710309f2d3613-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:53 GMT + - Fri, 24 Jun 2022 17:08:03 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml index 598c1a8cf3a0..ba9cc21c4a5d 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml @@ -13,89 +13,88 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAAwAAAP//tJbLbtswEEX3/QrD6wTgU6SyMxKjKBAkQZx20xUtTWyiNOlSlFs36L8X - 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SYjkzZMurTkDsShFgRBpIVjEca5kK1DU8aws2UhRyrNV8JaisUbRo6vmGUU3jkYNhB204Opqisgj + ijbvamU0Or7wG0U5sPvgDikqyspZoWiGSRbPuQRn0sNzLsjsgtMQJTFcPy0a0D/q9gWifKz43ghR + J+tGMoYQxeDCUZcWFfLa8gWCzLFR9h0SKZoJVISoirFqEaKajDbp6aZEXrmd/8kzg75N/wOiwq71 + 0y5tK6NqvgBRc212dEGJomlXEmwr+fZMro5GMXRwwOwGoi2YxLXRqCKo614p2hxDDZmBKC9B1MK+ + RXT//PXrn9//AgAA//8DAF+CyE7PtgAA headers: Allow: - GET, HEAD, OPTIONS CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aa0cd127726-LHR + - 72071023090374a9-LHR Connection: - keep-alive Content-Encoding: @@ -103,7 +102,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:52 GMT + - Fri, 24 Jun 2022 17:08:01 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].yaml index 814c915579b2..ea55ee328e2a 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].yaml @@ -13,17 +13,88 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA2yOsRKCMBAFe77iyQcADY2dpY1SOPY35CA3hASTiwzj+O+O2ljY7ha7jwIAylNQ - LvcoL5b8hC1kDCEiJ/EjDm6xhCt5pZF3OOeIpOQNRYNDd0RPzmGIfMvs+w2S0H5YwsIRs/isDPIG - bdP8CENbhc4xJcZdkiis6pL2db2ua0Xv6P3brPpQL5FnyXMNGT57a8jOwMnE0AClOLKCYGW0HP9s - VWXxfAEAAP//AwDOG3xz7AAAAA== + H4sIAAAAAAAAA+yaTW/jNhCG7/0VQc4bgDPD4cfegk1QFFhkgyTtpehBsbmOUFnKSnJad9H/Xkhy + vIkjSqRso5f4JBgzlEgO+fAdzvefTk5OTk6r9fK+yE4/npze3X4+P/3Q/Zvk+SrJbtxjUdbV6ceT + 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CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aa2f99c71b4-LHR + - 72071025996a7729-LHR Connection: - keep-alive Content-Encoding: @@ -31,7 +102,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:52 GMT + - Fri, 24 Jun 2022 17:08:01 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml index 81c40c6dd86a..31318c45b03d 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml @@ -13,17 +13,58 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA2yOsRKCMBAFe77iyQcADY2dpY1SOPY35CA3hASTiwzj+O+O2ljY7ha7jwIAylNQ - LvcoL5b8hC1kDCEiJ/EjDm6xhCt5pZF3OOeIpOQNRYNDd0RPzmGIfMvs+w2S0H5YwsIRs/isDPIG - bdP8CENbhc4xJcZdkiis6pL2db2ua0Xv6P3brPpQL5FnyXMNGT57a8jOwMnE0AClOLKCYGW0HP9s - VWXxfAEAAP//AwDOG3xz7AAAAA== + H4sIAAAAAAAAA+zbW2+bSBQA4Pf9FZafizTnzL1vVi5SpKip4uzTqg8ExgkqHtwBp/VW+99X4Njb + psZmgKB4az8hNIfrwMeZM/7+x2g0Go3z1fw+S8fvR+O76fVk/G69NrR2Gaa3ZpG5Ih+/H/1VrS5/ + 37dLVcNZkkdheh4W5sLGiX0oN4QEIQAMKDxvbtvaVRs08dnSOWOjVdn6z+n5y2bZwriwSOzDWZg/ + ztLsa9kOgGlJqt/L9otwNTe2yC8zd7MJnURF8pQUicmrYE6xJtZlkTFxfumyeU3wh8yal2HRY2gf + zJXdhlwn4X2SbmO4YjUH+0vkJM9NdZHHAWUEdkfFZuFMlIRFktlzs0hNuTCx8WSeuSL5u1pfXXuq + arYQhYukCNOLbwtj46RYuvWBSq1w/4HemsgkT+F9ug4IgJL9AVf2ydgic6t1c0l07aWfJcV1lq+v + mGCs7sjXvaC8ReW286K829XGpRLqcNBlYkMbPffOgCOhh/vCrdn0qpvZ9DFzxZ1x83NzX9T1iB86 + 4a1ZLF30GObmZnaWzeeZnRZZ9Nkz8uLLMilWnkEfnZkZ50y8d49x8pTExsYfw1W2LJq1anAiPwc0 + 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b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].yaml @@ -13,17 +13,59 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA2yOsRKCMBAFe77iyQcADY2dpY1SOPY35CA3hASTiwzj+O+O2ljY7ha7jwIAylNQ - LvcoL5b8hC1kDCEiJ/EjDm6xhCt5pZF3OOeIpOQNRYNDd0RPzmGIfMvs+w2S0H5YwsIRs/isDPIG - bdP8CENbhc4xJcZdkiis6pL2db2ua0Xv6P3brPpQL5FnyXMNGT57a8jOwMnE0AClOLKCYGW0HP9s - VWXxfAEAAP//AwDOG3xz7AAAAA== + H4sIAAAAAAAAA+yaS2/bOBDH7/spDJ9rgDN892bkAQQImiLOnhY9MBIdCytTLkV76y32uy8kx942 + tWxRdoxkE50EYf58DvXjcPj9t16v1+uXy+l9kfc/9vp3o+th/8Pqq3FubvJbOyt8KPsfe3/Un6vn + ++atNhxnZWLycxPshUsz91AVhARhADig8FjcxtrXBdr0bO69dcmysv59dP7UrJhZb0LmHs5MORnn + xV+VHQDTktTPU/uZWU6tC+Vl4W/W0mESskUWMlvWYk6xQeuLxNq0vPTFtEH8qXD2qSyZGPdgr9xG + cp2Z+yzfaLhiDY39RTksS1sPcn9AGYHtqtTOvE0yE7LCndtZbquXoUuH08KH7O/6ez32VDWUkJhZ + Fkx+8W1mXZqFuV81VGqFuxt6axObLcx9vhIMgJLdgiu3sC4Ufrkyl0Q3Dv04C9dFuRoxwVhTy1de + 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9cf2dbfb8e44..801ffa57b917 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].yaml @@ -13,17 +13,39 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA2yOsRKCMBAFe77iyQcADY2dpY1SOPY35CA3hASTiwzj+O+O2ljY7ha7jwIAylNQ - LvcoL5b8hC1kDCEiJ/EjDm6xhCt5pZF3OOeIpOQNRYNDd0RPzmGIfMvs+w2S0H5YwsIRs/isDPIG - bdP8CENbhc4xJcZdkiis6pL2db2ua0Xv6P3brPpQL5FnyXMNGT57a8jOwMnE0AClOLKCYGW0HP9s - VWXxfAEAAP//AwDOG3xz7AAAAA== + H4sIAAAAAAAAAwAAAP//tJdPb5xADMXv/RSIc8ayPf9zq5S99RApvVU90ISukDYkAfYQRf3uFSTa + drMtdjtaTggsHu+H5415+VBVVVWPz/ffHnb1ZVV/vvn0sb54vdr0/b7ZbZqh7/rtWF9WX5br8/Fy + OFsqv3fjbbO7aqZ20991/XZ+EiOzQWssvT3vUD20jw/D1N5trm/mQgvM9aHix8U/ipAhlkUCxFQg + gioRBmZH/y9DWSVjEJByATNKWh1LoUAm6mQIIrsCmaB2U9Jo5LUyvgiaU8kgYBEzq1QpamfWESsL + 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GMT + - Fri, 24 Jun 2022 17:08:02 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml index d9c25e2ffb13..9b92ac8f8074 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1aa73d6c71fe-LHR + - 7207102f2f65d208-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:53 GMT + - Fri, 24 Jun 2022 17:08:03 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml index f91160fef8d3..e04475a9b376 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml @@ -13,70 +13,71 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA7TbS2/cNhAA4Ht/heFzBHBm+MzNTdIgQJEUdXoqetjs0o6ANeVKspG06H8v9uHN - 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b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict3].yaml index 12422b922695..40060e881f9c 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict3].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict3].yaml @@ -13,69 +13,69 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAAwAAAP//rNZNb5tAEAbge3+F5XOQmP2E3NwkjSJVSVWnp54IjJ2V8K61u7aSRv3v - FfgjVszaCw0nC70Ms7PwmLcvo9FoNHaviydTjy9H48fp98n4YnO20HpV1D9xaax348vR7/Z0c7zt - f7XBmXJlUV8XHm90pfS8KURSAgmQhMK23D5t24JYXa2sRV2+Nulf0+uPsbk1zv2wZqZ8kwAqUpG2 - x8ekN75pc416hU2U04zQ7mhpnH+YHWRZSkCGs2Z2a0zlJrqaol2rEt3U1FVzIZWs+zKzRFt4ped3 - ujSL9iaCh/pxWNdKz29Roy3qia4m1UJp5XxTYr3pkIcatOiwsOXzRFfXuMbaLBeo22ERntMz3d28 - 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application/json Date: - - Sat, 21 May 2022 14:46:52 GMT + - Fri, 24 Jun 2022 17:08:00 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml index f6a3e8cfc904..0cc9a5cb1f6c 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml @@ -13,33 +13,33 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA3RU32/bNhB+719xCLCtBRRBPyLH3ptqq6nRJHYtpUUeaekicaFIjaScacP+94G0 - 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PcyO+BfxBJEl7e/knokq2aN9ttxY5qf9DslPSfMg9MPpts69et0ZbagomaicDhLFJHjrgMNqLKk5 + PHRS4PEB/Cn64Z9/AQAA//8DADIU33O6CAAA headers: Allow: - GET, HEAD, OPTIONS CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1a9c281a74f5-LHR + - 7207101ab8e3549f-MAN Connection: - keep-alive Content-Encoding: @@ -47,7 +47,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:51 GMT + - Fri, 24 Jun 2022 17:08:00 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml index 73f76f16a406..504d857dc087 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml @@ -13,33 +13,33 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA3RU32/bNhB+719xCLCtBRRBPyLH3ptqq6nRJHYtpUUeaekicaFIjaScacP+94G0 - RDtppxcB/L67+3j3Hf95BwBwkQ/tXrCL3+GiyG/TC+94miqFuhg6NMBStK3gkGtRPk+Ee9JarEDF - CKx5OQErVKWknaaCO9wzBB+oAsIhbVHSknBAhqWWtIQDNrRkCIRXUDI0EEdZD1CKtiN8gD1RWAHl - sCVMQMq08GBJGH0SklPigy3ym4KylxK5hk6Kqi+1AspL1ld4KlUSqTzYE61RDlMZpYUkNcKTFC00 - okXQAmpJq0tVEoYeKMGIhI5wZMqqPB5IIZ5AU4bKA6LgBRkzf6EblCCREY3VSYuNQ3mgJSof1hyi - IAq8o3ZoSAW6QWho3aDSoAhDI98edqyvLym3GZz06UYdUQp5jdLcDRTWLXKtPChJp3tJeQ3h7Bcw - Qs8ytUQ+o4b3Lw0tm6lLysHNsJe0Uh9sxSh24WPxS1f8fddLZCc1H8bMPhSNFH3dANUKVL9XtKJE - DuNtM9t3z+acZlzhAZnojn0yToGW/CEkUK40YQylETEOohFaHATThJbTDGvzJ8Z1oAalsXXde+DU - zCHXRJvGnyuwdZgSIDhOd2RE1mYCNRN7wkD1XccoSmXw//HNWNCDF6obiOHme3POdrRjKmtkM3t/ - Wpnl+otZlTAO57MgmU6zv8qG8Npu2X2ar9Kvjm9tXg4GechX7lj0XMvx1G1yjqUW0hzepfcPn9Jl - 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r046e6Ok1gelAymIYhK/bf+S8c5gmW6ygXPSiMEAvE+pEkxU+kbJV1M/rZ9cRT8K/8McRL0hEv/q + uFKJoLzXJrcrbjaKFW5OczLz59OIc0UZZ6LapO9d8VmqV6rKAzCb+7PwOBFWYC4z+2g744xXDvzL + 2TuStdBkrjDw46nr6WMuhysMyfHlKXZ08iz2yWS9azTUneUHx57Mwu+IL19YVR+cfxH5F/O34K18 + PcyO+BfxBJEl7e/knokq2aN9ttxY5qf9DslPSfMg9MPpts69et0ZbagomaicDhLFJHjrgMNqLKk5 + PHRS4PEB/Cn64Z9/AQAA//8DADIU33O6CAAA headers: Allow: - GET, HEAD, OPTIONS CF-Cache-Status: - DYNAMIC CF-RAY: - - 70ee1a9af85be688-LHR + - 720710191d94e597-MAN Connection: - keep-alive Content-Encoding: @@ -47,7 +47,7 @@ interactions: Content-Type: - application/json Date: - - Sat, 21 May 2022 14:46:51 GMT + - Fri, 24 Jun 2022 17:07:59 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt index 14787388691d..8a00570316bf 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt @@ -1 +1,33 @@ -No data found +No data found from Alpha Vantage + 31/12/2021 31/12/2020 31/12/2019 31/12/2018 +Cash And Cash Equivalents 17,576,000 19,384,000 6,268,000 3,685,618 +Other Short-Term Investments 131,000 - - - +Total Cash 17,707,000 19,384,000 6,268,000 3,685,618 +Net Receivables 1,913,000 1,886,000 1,324,000 949,022 +Inventory 5,757,000 4,101,000 3,552,000 3,113,446 +Total Current Assets 27,100,000 26,717,000 12,103,000 8,306,308 +Gross Property, Plant And Equipment 39,094,000 29,447,000 31,925,000 22,885,847 +Accumulated Depreciation -7,918,000 -6,072,000 -11,726,000 -3,194,616 +Net Property, Plant And Equipment 31,176,000 23,375,000 20,199,000 19,691,231 +Goodwill 200,000 207,000 198,000 68,159 +Intangible Assets 1,517,000 313,000 339,000 282,492 +Other Long-Term Assets 2,138,000 1,536,000 1,077,000 969,876 +Total Non-Current Assets 35,031,000 25,431,000 22,206,000 21,433,306 +Total Assets 62,131,000 52,148,000 34,309,000 29,739,614 +Current Debt 1,088,000 1,758,000 1,399,000 2,221,985 +Accounts Payable 10,025,000 6,051,000 3,771,000 3,404,451 +Accrued Liabilities 3,670,000 2,134,000 1,534,000 1,121,670 +Deferred Revenues 2,372,000 2,210,000 1,889,000 1,422,893 +Other Current Liabilities 294,000 241,000 520,000 875,460 +Total Current Liabilities 19,705,000 14,248,000 10,667,000 9,992,136 +Long-Term Debt 4,254,000 8,513,000 10,402,000 8,410,490 +Deferred Tax Liabilities 24,000 151,000 - - +Deferred Revenues 2,052,000 1,284,000 1,207,000 990,873 +Other Long-Term Liabilities 320,000 436,000 408,000 636,409 +Total Non-Current Liabilities 10,843,000 14,221,000 15,532,000 13,433,874 +Total Liabilities 30,548,000 28,469,000 26,199,000 23,426,010 +Common Stock 1,000 1,000 0 173 +Retained Earnings 331,000 -5,399,000 -6,083,000 -5,317,832 +Accumulated Other Comprehensive Income 54,000 363,000 -36,000 -8,218 +Total Stockholders' Equity 30,189,000 22,225,000 6,618,000 4,923,243 +Total Liabilities And Stockholders' Equity 62,131,000 52,148,000 34,309,000 29,739,614 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt index 14787388691d..8a00570316bf 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt @@ -1 +1,33 @@ -No data found +No data found from Alpha Vantage + 31/12/2021 31/12/2020 31/12/2019 31/12/2018 +Cash And Cash Equivalents 17,576,000 19,384,000 6,268,000 3,685,618 +Other Short-Term Investments 131,000 - - - +Total Cash 17,707,000 19,384,000 6,268,000 3,685,618 +Net Receivables 1,913,000 1,886,000 1,324,000 949,022 +Inventory 5,757,000 4,101,000 3,552,000 3,113,446 +Total Current Assets 27,100,000 26,717,000 12,103,000 8,306,308 +Gross Property, Plant And Equipment 39,094,000 29,447,000 31,925,000 22,885,847 +Accumulated Depreciation -7,918,000 -6,072,000 -11,726,000 -3,194,616 +Net Property, Plant And Equipment 31,176,000 23,375,000 20,199,000 19,691,231 +Goodwill 200,000 207,000 198,000 68,159 +Intangible Assets 1,517,000 313,000 339,000 282,492 +Other Long-Term Assets 2,138,000 1,536,000 1,077,000 969,876 +Total Non-Current Assets 35,031,000 25,431,000 22,206,000 21,433,306 +Total Assets 62,131,000 52,148,000 34,309,000 29,739,614 +Current Debt 1,088,000 1,758,000 1,399,000 2,221,985 +Accounts Payable 10,025,000 6,051,000 3,771,000 3,404,451 +Accrued Liabilities 3,670,000 2,134,000 1,534,000 1,121,670 +Deferred Revenues 2,372,000 2,210,000 1,889,000 1,422,893 +Other Current Liabilities 294,000 241,000 520,000 875,460 +Total Current Liabilities 19,705,000 14,248,000 10,667,000 9,992,136 +Long-Term Debt 4,254,000 8,513,000 10,402,000 8,410,490 +Deferred Tax Liabilities 24,000 151,000 - - +Deferred Revenues 2,052,000 1,284,000 1,207,000 990,873 +Other Long-Term Liabilities 320,000 436,000 408,000 636,409 +Total Non-Current Liabilities 10,843,000 14,221,000 15,532,000 13,433,874 +Total Liabilities 30,548,000 28,469,000 26,199,000 23,426,010 +Common Stock 1,000 1,000 0 173 +Retained Earnings 331,000 -5,399,000 -6,083,000 -5,317,832 +Accumulated Other Comprehensive Income 54,000 363,000 -36,000 -8,218 +Total Stockholders' Equity 30,189,000 22,225,000 6,618,000 4,923,243 +Total Liabilities And Stockholders' Equity 62,131,000 52,148,000 34,309,000 29,739,614 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt index 14787388691d..4ae1b27081e5 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt @@ -1 +1,27 @@ -No data found +No data found from Alpha Vantage + ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 +Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 +Depreciation & Amortisation 3,170,000 2,911,000 2,322,000 2,154,000 1,901,050 +Stock-Based Compensation 1,925,000 2,121,000 1,734,000 898,000 749,024 +Change In Working Capital -72,000 518,000 184,000 -349,000 57,951 +Accounts Receivable -515,000 -130,000 -652,000 -367,000 -496,732 +Inventory -2,236,000 -1,709,000 -422,000 -429,000 -1,023,264 +Other Working Capital 6,916,000 3,483,000 2,701,000 968,000 -221,714 +Other Non-Cash Items 253,000 245,000 408,000 186,000 207,237 +Net Cash Provided By Operating Activities 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 +Investments In Property, Plant And Equipment -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 +Acquisitions, Net - 0 -13,000 -45,000 -17,912 +Purchases Of Investments -518,000 -132,000 - - - +Sales/Maturities Of Investments - - - - 0 +Other Investing Activities - 6,000 123,000 46,000 - +Net Cash Used For Investing Activities -7,453,000 -7,868,000 -3,132,000 -1,436,000 -2,337,428 +Debt Repayment -12,538,000 -14,615,000 -12,201,000 -9,871,000 -6,087,029 +Common Stock Issued - 0 12,269,000 848,000 0 +Other Financing Activities -189,000 -178,000 -225,000 -554,000 188,900 +Net Cash Used Provided By (Used For) Financing Activities -6,101,000 -5,203,000 9,973,000 1,529,000 573,755 +Net Change In Cash 317,000 -1,757,000 13,118,000 2,506,000 311,429 +Cash At Beginning Of Period 17,723,000 19,901,000 6,783,000 4,277,000 3,964,959 +Cash At End Of Period 18,020,000 18,144,000 19,901,000 6,783,000 4,276,388 +Operating Cash Flow 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 +Capital Expenditure -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 +Free Cash Flow 6,916,000 3,483,000 2,701,000 968,000 -221,714 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt index 14787388691d..4ae1b27081e5 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt @@ -1 +1,27 @@ -No data found +No data found from Alpha Vantage + ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 +Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 +Depreciation & Amortisation 3,170,000 2,911,000 2,322,000 2,154,000 1,901,050 +Stock-Based Compensation 1,925,000 2,121,000 1,734,000 898,000 749,024 +Change In Working Capital -72,000 518,000 184,000 -349,000 57,951 +Accounts Receivable -515,000 -130,000 -652,000 -367,000 -496,732 +Inventory -2,236,000 -1,709,000 -422,000 -429,000 -1,023,264 +Other Working Capital 6,916,000 3,483,000 2,701,000 968,000 -221,714 +Other Non-Cash Items 253,000 245,000 408,000 186,000 207,237 +Net Cash Provided By Operating Activities 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 +Investments In Property, Plant And Equipment -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 +Acquisitions, Net - 0 -13,000 -45,000 -17,912 +Purchases Of Investments -518,000 -132,000 - - - +Sales/Maturities Of Investments - - - - 0 +Other Investing Activities - 6,000 123,000 46,000 - +Net Cash Used For Investing Activities -7,453,000 -7,868,000 -3,132,000 -1,436,000 -2,337,428 +Debt Repayment -12,538,000 -14,615,000 -12,201,000 -9,871,000 -6,087,029 +Common Stock Issued - 0 12,269,000 848,000 0 +Other Financing Activities -189,000 -178,000 -225,000 -554,000 188,900 +Net Cash Used Provided By (Used For) Financing Activities -6,101,000 -5,203,000 9,973,000 1,529,000 573,755 +Net Change In Cash 317,000 -1,757,000 13,118,000 2,506,000 311,429 +Cash At Beginning Of Period 17,723,000 19,901,000 6,783,000 4,277,000 3,964,959 +Cash At End Of Period 18,020,000 18,144,000 19,901,000 6,783,000 4,276,388 +Operating Cash Flow 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 +Capital Expenditure -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 +Free Cash Flow 6,916,000 3,483,000 2,701,000 968,000 -221,714 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].txt index 14787388691d..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].txt @@ -1 +1 @@ -No data found +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].txt index 14787388691d..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].txt @@ -1 +1 @@ -No data found +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt index 14787388691d..173bd5d42d2a 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt @@ -1 +1,21 @@ -No data found +No data found from Alpha Vantage + ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 +Total Revenue 62,190,000 53,823,000 31,536,000 24,578,000 21,461,268 +Cost Of Revenue 45,339,000 40,217,000 24,906,000 20,509,000 17,419,247 +Gross Profit 16,851,000 13,606,000 6,630,000 4,069,000 4,042,021 +Research Development 2,792,000 2,593,000 1,491,000 1,343,000 1,460,370 +Selling General And Administrative 4,453,000 4,517,000 3,145,000 2,646,000 2,834,491 +Total Operating Expenses 7,245,000 7,110,000 4,636,000 3,989,000 4,294,861 +Operating Income Or Loss 9,606,000 6,496,000 1,994,000 80,000 -252,840 +Interest Expense 333,000 371,000 748,000 685,000 663,071 +Total Other Income/Expenses Net 89,000 162,000 -122,000 -104,000 -113,367 +Income Before Tax 9,436,000 6,343,000 1,154,000 -665,000 -1,004,745 +Income Tax Expense 976,000 699,000 292,000 110,000 57,837 +Income From Continuing Operations 8,460,000 5,644,000 862,000 -775,000 -1,062,582 +Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 +Net Income Available To Common Shareholders 8,399,000 5,519,000 690,000 -862,000 -976,091 +Basic Eps - 5.60 0.74 -0.98 -1.14 +Diluted Eps - 4.90 0.64 -0.98 -1.14 +Basic Average Shares - 986,000 933,000 885,000 852,625 +Diluted Average Shares - 1,129,000 1,083,000 885,000 852,625 +Ebitda - 9,625,000 4,224,000 2,174,000 1,559,376 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt index 14787388691d..173bd5d42d2a 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt @@ -1 +1,21 @@ -No data found +No data found from Alpha Vantage + ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 +Total Revenue 62,190,000 53,823,000 31,536,000 24,578,000 21,461,268 +Cost Of Revenue 45,339,000 40,217,000 24,906,000 20,509,000 17,419,247 +Gross Profit 16,851,000 13,606,000 6,630,000 4,069,000 4,042,021 +Research Development 2,792,000 2,593,000 1,491,000 1,343,000 1,460,370 +Selling General And Administrative 4,453,000 4,517,000 3,145,000 2,646,000 2,834,491 +Total Operating Expenses 7,245,000 7,110,000 4,636,000 3,989,000 4,294,861 +Operating Income Or Loss 9,606,000 6,496,000 1,994,000 80,000 -252,840 +Interest Expense 333,000 371,000 748,000 685,000 663,071 +Total Other Income/Expenses Net 89,000 162,000 -122,000 -104,000 -113,367 +Income Before Tax 9,436,000 6,343,000 1,154,000 -665,000 -1,004,745 +Income Tax Expense 976,000 699,000 292,000 110,000 57,837 +Income From Continuing Operations 8,460,000 5,644,000 862,000 -775,000 -1,062,582 +Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 +Net Income Available To Common Shareholders 8,399,000 5,519,000 690,000 -862,000 -976,091 +Basic Eps - 5.60 0.74 -0.98 -1.14 +Diluted Eps - 4.90 0.64 -0.98 -1.14 +Basic Average Shares - 986,000 933,000 885,000 852,625 +Diluted Average Shares - 1,129,000 1,083,000 885,000 852,625 +Ebitda - 9,625,000 4,224,000 2,174,000 1,559,376 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_key-kwargs_dict1].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_key-kwargs_dict1].txt index 14787388691d..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_key-kwargs_dict1].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_key-kwargs_dict1].txt @@ -1 +1 @@ -No data found +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt index 14787388691d..a856261b7184 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt @@ -1 +1,38 @@ -No data found +fiscalDateEnding 2017-12-31 2018-12-31 2019-12-31 2020-12-31 2021-12-31 +Reported Currency USD USD USD USD USD +Total Assets 28.655 B 29.740 B 34.309 B 52.148 B 62.131 B +Total Current Assets 6.571 B 8.307 B 12.103 B 26.717 B 27.100 B +Cash And Cash Equivalents At Carrying Value 3.368 B 3.686 B 6.268 B 19.384 B 17.576 B +Cash And Short Term Investments 3.368 B 3.686 B 6.268 B 19.384 B 17.707 B +Inventory 2.264 B 3.113 B 3.552 B 4.101 B 5.757 B +Current Net Receivables 515.381 M 949.022 M 1.324 B 1.895 B 1.924 B +Total Non Current Assets 11.621 B 13.072 B 15.251 B 18.134 B 25.281 B +Property Plant Equipment 10.028 B 11.330 B 10.396 B 12.747 B 18.884 B +Accumulated Depreciation Amortization Ppe 1.724 B 2.699 B 3.734 B 5.117 B 6.731 B +Intangible Assets 421.739 M 350 M 537 M 520 M 457 M +Intangible Assets Excluding Goodwill 361.502 M 282 M 339 M 313 M 257 M +Goodwill 60.237 M 68 M 198 M 207 M 200 M +Investments None None None None 131 M +Long Term Investments 456.652 M 421.548 M 1 M None None +Short Term Investments 155.323 M 192.551 M None None 131 M +Other Current Assets 423.688 M 558.222 M 959 M 1.346 B 1.723 B +Other Non Currrent Assets 273.123 M 572 M 1.470 B 1.536 B 2.138 B +Total Liabilities 23.023 B 23.427 B 26.199 B 28.418 B 30.548 B +Total Current Liabilities 7.675 B 9.993 B 10.667 B 14.248 B 19.705 B +Current Accounts Payable 2.390 B 3.405 B 3.771 B 6.051 B 10.025 B +Deferred Revenue 2.193 B 2.504 B 3.842 B 4.668 B 5.881 B +Current Debt 799.849 M 2.222 B 1.399 B 1.758 B 1.088 B +Short Term Debt 3.300 M 2.711 B 785 M 1.384 B 587 M +Total Non Current Liabilities 13.083 B 13.164 B 6.050 B 6.962 B 8.260 B +Capital Lease Obligations 1.801 B 1.856 B 1.232 B 1.094 B 991 M +Long Term Debt 8.829 B 8.411 B 10.402 B 8.462 B 4.254 B +Current Long Term Debt 796.549 M 2.568 B 228 M 2.132 B 1.088 B +Long Term Debt Noncurrent None None None None None +Short Long Term Debt Total 8.832 B 8.410 B 11.187 B 9.846 B 4.841 B +Other Current Liabilities 130.565 M 372 M 260 M 264 M 310 M +Other Non Current Liabilities 2.443 B 2.710 B 2.691 B 3.330 B 3.546 B +Total Shareholder Equity 4.237 B 4.923 B 6.618 B 22.225 B 30.189 B +Treasury Stock None None None None None +Retained Earnings -4.974 B -5.318 B -6.083 B -5.399 B 331 M +Common Stock 169 K 0 1 M 1 M 1 M +Common Stock Shares Outstanding 168.797 M 172.603 M 181 M 960 M 1.033 B diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt index 14787388691d..cb4c2c1ddaba 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt @@ -1 +1,29 @@ -No data found +fiscalDateEnding 2021-03-31 2021-06-30 2021-09-30 2021-12-31 2022-03-31 +Reported Currency USD USD USD USD USD +Operating Cashflow 1.641 B 2.124 B 3.147 B 4.585 B 3.995 B +Payments For Operating Activities None None None None None +Proceeds From Operating Activities None None None None None +Change In Operating Liabilities 857 M 1.061 B 1.545 B 2.384 B 1.598 B +Change In Operating Assets -441 M 1.831 B 964 M -5.755 B 1.942 B +Depreciation Depletion And Amortization 426 M 462 M 496 M 997 M 552 M +Capital Expenditures 2.848 B 1.505 B 1.819 B 1.810 B 1.767 B +Change In Receivables -24 M 307 M -135 M -278 M 409 M +Change In Inventory 106 M 581 M 488 M -2.884 B 633 M +Profit Loss 464 M 1.178 B 1.659 B 2.343 B 3.280 B +Cashflow From Investment -2.582 B -1.515 B -1.855 B -1.916 B -2.167 B +Cashflow From Financing -1.016 B -1.549 B -1.381 B -1.257 B -1.914 B +Proceeds From Repayments Of Short Term Debt 0 0 0 0 0 +Payments For Repurchase Of Common Stock None None None None None +Payments For Repurchase Of Equity 0 0 0 0 0 +Payments For Repurchase Of Preferred Stock None None None None None +Dividend Payout None None None None None +Dividend Payout Common Stock None None None None None +Dividend Payout Preferred Stock None None None None None +Proceeds From Issuance Of Common Stock 0 0 0 0 0 +Proceeds From Issuance Of Long Term Debt And Capital Securities Net 0 0 0 0 0 +Proceeds From Issuance Of Preferred Stock 0 0 0 0 0 +Proceeds From Repurchase Of Equity 183 M 70 M 192 M 262 M 202 M +Proceeds From Sale Of Treasury Stock None None None None None +Change In Cash And Cash Equivalents -1.957 B 1.639 B 2.154 B 1.412 B -86 M +Change In Exchange Rate None None None None None +Net Income 438 M 1.142 B 1.618 B 2.321 B 3.318 B diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt index 14787388691d..bfb903233793 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt @@ -1 +1,29 @@ -No data found +fiscalDateEnding 2017-12-31 2018-12-31 2019-12-31 2020-12-31 2021-12-31 +Reported Currency USD USD USD USD USD +Operating Cashflow -61 M 2.098 B 2.405 B 5.943 B 11.497 B +Payments For Operating Activities 248.266 M 443.545 M 1.009 B 1.115 B 1.532 B +Proceeds From Operating Activities None None None None None +Change In Operating Liabilities 639.372 M 2.289 B 1.592 B 2.918 B 5.847 B +Change In Operating Assets 275.569 M 1.602 B 969 M 1.669 B -3.401 B +Depreciation Depletion And Amortization 769.300 M 1.269 B 1.901 B 2.149 B 2.381 B +Capital Expenditures 3.415 B 2.101 B 1.332 B 3.167 B 7.982 B +Change In Receivables 24.635 M 496.732 M 367 M 652 M -130 M +Change In Inventory 179 M 1.023 B 429 M 422 M -1.709 B +Profit Loss -2.241 B -1.063 B -775 M 862 M 5.644 B +Cashflow From Investment -4.196 B -2.337 B -1.436 B -3.132 B -7.868 B +Cashflow From Financing 4.415 B 574 M 1.529 B 9.973 B -5.203 B +Proceeds From Repayments Of Short Term Debt 511.321 M None None None None +Payments For Repurchase Of Common Stock None None None None None +Payments For Repurchase Of Equity 230.385 M 11 K None None None +Payments For Repurchase Of Preferred Stock None None None None None +Dividend Payout None None None None None +Dividend Payout Common Stock None None None None None +Dividend Payout Preferred Stock None None None None None +Proceeds From Issuance Of Common Stock 400 M None 848 M 12.269 B 0 +Proceeds From Issuance Of Long Term Debt And Capital Securities Net None None None None None +Proceeds From Issuance Of Preferred Stock 52.883 M None 174 M None None +Proceeds From Repurchase Of Equity 481.789 M 295.711 M 1.285 B 12.686 B 707 M +Proceeds From Sale Of Treasury Stock None None None None None +Change In Cash And Cash Equivalents -25.302 M 334.129 M 2.498 B 12.784 B -1.574 B +Change In Exchange Rate 39.455 M None None None None +Net Income -1.962 B -976 M -862 M 721 M 5.519 B diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt index 14787388691d..6fa4ae94cafc 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt @@ -1 +1,6 @@ -No data found + Fiscal Date Ending Reported Date Reported EPS Estimated EPS Surprise Surprise Percentage +0 2022-03-31 2022-04-20 3.22 2.26 0.96 42.4779 +1 2021-12-31 2022-01-26 2.54 2.37 0.17 7.173 +2 2021-09-30 2021-10-20 1.86 1.6143 0.2457 15.2202 +3 2021-06-30 2021-07-26 1.45 0.9789 0.4711 48.1254 +4 2021-03-31 2021-04-26 0.93 0.7787 0.1513 19.4298 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].txt index 14787388691d..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].txt @@ -1 +1 @@ -No data found +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt index 5eb88d86e1c7..d597923a459b 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt @@ -1,13 +1,13 @@ 0 -Market capitalization 734.966 B +Market capitalization 730.605 B EBITDA 12.702 B EPS 7.4 -PE ratio 95.87 -PEG ratio 1.654 -Price to book ratio 21.57 +PE ratio 95.3 +PEG ratio 1.657 +Price to book ratio 21.61 Return on equity TTM 0.283 -Price to sales ratio TTM 11.82 +Price to sales ratio TTM 11.75 Dividend yield 0 -50 day moving average 925.93 -Analyst target price 961.82 -Beta 2.119 +50 day moving average 796.32 +Analyst target price 905.97 +Beta 2.132 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt index 613ff0b657e0..908e454a9294 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt @@ -11,10 +11,10 @@ Industry MOTOR VEHICLES & PASSENGER CAR BODIES Address 3500 DEER CREEK RD, PALO ALTO, CA, US Fiscal year end December Latest quarter 2022-03-31 -Market capitalization 734.966 B +Market capitalization 730.605 B EBITDA 12.702 B -PE ratio 95.87 -PEG ratio 1.654 +PE ratio 95.3 +PEG ratio 1.657 Book value 32.9 Dividend per share 0 Dividend yield 0 @@ -29,18 +29,18 @@ Gross profit TTM 13.606 B Diluted EPS TTM 7.4 Quarterly earnings growth YOY 6.32 Quarterly revenue growth YOY 0.805 -Analyst target price 961.82 -Trailing PE 95.87 +Analyst target price 905.97 +Trailing PE 95.3 Forward PE 59.52 -Price to sales ratio TTM 11.82 -Price to book ratio 21.57 -EV to revenue 11.65 -EV to EBITDA 55.98 -Beta 2.119 +Price to sales ratio TTM 11.75 +Price to book ratio 21.61 +EV to revenue 11.67 +EV to EBITDA 56.09 +Beta 2.132 52 week high 1243.49 -52 week low 571.22 -50 day moving average 925.93 -200 day moving average 913.61 +52 week low 620.46 +50 day moving average 796.32 +200 day moving average 912.25 Shares outstanding 1.036 B Dividend date None Ex dividend date None From 7bfd4be61ea6e7a489b1c9af3544f4cd08e7bad6 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Fri, 24 Jun 2022 18:46:32 +0100 Subject: [PATCH 03/25] change --- .../fundamental_analysis/yahoo_finance_model.py | 11 +++++++---- 1 file changed, 7 insertions(+), 4 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index 8852eeafb702..efe5f5e8154a 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -18,8 +18,6 @@ from openbb_terminal.stocks.fundamental_analysis.fa_helper import clean_df_index logger = logging.getLogger(__name__) - - ssl._create_default_https_context = ssl._create_unverified_context @@ -316,7 +314,12 @@ def get_yahoo_financials(ticker: str, financial_type: str) -> pd.DataFrame: Dataframe of Financial statement """ url = ( - "https://uk.finance.yahoo.com/quote/" + ticker + "/" + financial_type + "?p=" + ticker + "https://uk.finance.yahoo.com/quote/" + + ticker + + "/" + + financial_type + + "?p=" + + ticker ) # Making the website believe that you are accessing it using a Mozilla browser @@ -350,4 +353,4 @@ def get_yahoo_financials(ticker: str, financial_type: str) -> pd.DataFrame: df.columns = headers df.set_index("Breakdown", inplace=True) df.replace("", np.nan, inplace=True) - return df.dropna(how="all") \ No newline at end of file + return df.dropna(how="all") From d86256057ba304d0397dde4f402390860c7a183d Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 06:10:58 +0100 Subject: [PATCH 04/25] refactored to keep yahoo fa financials (income, cash, balance) separate. --- .../stocks/fundamental_analysis/av_model.py | 6 +-- .../stocks/fundamental_analysis/av_view.py | 9 ++-- .../fundamental_analysis/fa_controller.py | 14 +++++- .../yahoo_finance_model.py | 2 +- .../yahoo_finance_view.py | 48 +++++++++++++++++++ 5 files changed, 68 insertions(+), 11 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index a56899927894..da8d5a36494a 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -178,7 +178,7 @@ def get_income_statements( # check if json is empty if not response_json: console.print( - "No data found from Alpha Vantage, checking Yahoo Finance ....." + "No data found from Alpha Vantage" ) else: statements = response_json @@ -233,7 +233,7 @@ def get_balance_sheet( # check if json is empty if not response_json: console.print( - "No data found from Alpha Vantage, checking Yahoo Finance ....." + "No data found from Alpha Vantage" ) else: statements = response_json @@ -286,7 +286,7 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF # check if json is empty if not response_json: console.print( - "No data found from Alpha Vantage, checking Yahoo Finance ....." + "No data found from Alpha Vantage" ) else: statements = response_json diff --git a/openbb_terminal/stocks/fundamental_analysis/av_view.py b/openbb_terminal/stocks/fundamental_analysis/av_view.py index 25307cced943..70cb7ca6e426 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_view.py @@ -90,8 +90,7 @@ def display_income_statement( df_income = av_model.get_income_statements(ticker, limit, quarterly) if df_income.empty: - # When no data returned from Alpha Vantage, try Yahoo Finance Model. (FTSE UK Data) - df_income = yahoo_finance_model.get_yahoo_financials(ticker, 'financials') + return indexes = df_income.index new_indexes = [camel_case_split(ind) for ind in indexes] @@ -128,8 +127,7 @@ def display_balance_sheet( df_balance = av_model.get_balance_sheet(ticker, limit, quarterly) if df_balance.empty: - # When no data returned from Alpha Vantage, try Yahoo Finance Model. (FTSE UK Data) - df_balance = yahoo_finance_model.get_yahoo_financials(ticker, 'balance-sheet') + return indexes = df_balance.index new_indexes = [camel_case_split(ind) for ind in indexes] @@ -168,8 +166,7 @@ def display_cash_flow( df_cash = av_model.get_cash_flow(ticker, limit, quarterly) if df_cash.empty: - # When no data returned from Alpha Vantage, try Yahoo Finance Model. (FTSE UK Data) - df_cash = yahoo_finance_model.get_yahoo_financials(ticker, 'cash-flow') + return indexes = df_cash.index new_indexes = [camel_case_split(ind) for ind in indexes] diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index 50dc1dc10395..3490ff4ff866 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -533,7 +533,7 @@ def call_income(self, other_args: List[str]): other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, limit=5, - sources=["polygon", "av"], + sources=["polygon", "av", "yahoo"], ) if ns_parser: if ns_parser.source == "av": @@ -551,6 +551,12 @@ def call_income(self, other_args: List[str]): quarterly=ns_parser.b_quarter, export=ns_parser.export, ) + elif ns_parser.source == "yahoo": + yahoo_finance_view.display_fundamentals( + ticker=self.ticker, + financial="financials", + export=ns_parser.export, + ) @log_start_end(log=logger) def call_balance(self, other_args: List[str]): @@ -607,6 +613,12 @@ def call_balance(self, other_args: List[str]): quarterly=ns_parser.b_quarter, export=ns_parser.export, ) + elif ns_parser.source == "yahoo": + polygon_view.display_fundamentals( + ticker=self.ticker, + financial="financials", + export=ns_parser.export, + ) @log_start_end(log=logger) def call_cash(self, other_args: List[str]): diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index efe5f5e8154a..d014100d36a6 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -295,7 +295,7 @@ def get_splits(ticker: str) -> pd.DataFrame: @log_start_end(log=logger) -def get_yahoo_financials(ticker: str, financial_type: str) -> pd.DataFrame: +def get_financials(ticker: str, financial_type: str) -> pd.DataFrame: """Get cashflow statement for company Parameters diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py index a8039e1f3ef3..260e5d6486dc 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py @@ -394,3 +394,51 @@ def display_mktcap( theme.visualize_output() export_data(export, os.path.dirname(os.path.abspath(__file__)), "mktcap", df_mktcap) + +@log_start_end(log=logger) +def display_fundamentals( + ticker: str, + financial: str, + export: str = "", +): + """Display tickers balance sheet or income statement + + Parameters + ---------- + ticker: str + Stock ticker + financial:str + Either balance or financials for income or cash-flow + export: str + Format to export data + """ + if financial == "balance": + fundamentals = yahoo_finance_model.get_financials(ticker, financial) + title_str = "Balance Sheet" + elif financial == "financials": + fundamentals = yahoo_finance_model.get_financials(ticker, financial) + title_str = "Income Statement" + elif financial == "cash-flow": + fundamentals = yahoo_finance_model.get_financials(ticker, financial) + title_str = "Cash Flow Statement" + + if fundamentals.empty: + # The empty data frame error handling done in model + return + + # Snake case to english + fundamentals.index = fundamentals.index.to_series().apply( + lambda x: x.replace("_", " ").title() + ) + + # Readable numbers + fundamentals = fundamentals.applymap(lambda_long_number_format).fillna("-") + print_rich_table( + fundamentals.iloc[:, :limit].applymap(lambda x: "-" if x == "nan" else x), + show_index=True, + title=f"{ticker} {title_str}", + ) + export_data( + export, os.path.dirname(os.path.abspath(__file__)), financial, fundamentals + ) + From 65329054f1cc91b361d271da746fee593e49071c Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 06:28:47 +0100 Subject: [PATCH 05/25] refactored to keep yahoo fa financials (income, cash, balance) separate. --- .../stocks/fundamental_analysis/fa_controller.py | 16 +++++++++++----- 1 file changed, 11 insertions(+), 5 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index 3490ff4ff866..3eaab5ee0bcc 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -123,11 +123,11 @@ def print_help(self): mt.add_cmd("splits", "Yahoo Finance", not self.suffix) mt.add_cmd("web", "Yahoo Finance", not self.suffix) mt.add_cmd("hq", "Yahoo Finance", not self.suffix) - mt.add_cmd("income", "Alpha Vantage / Polygon") - mt.add_cmd("balance", "Alpha Vantage / Polygon") + mt.add_cmd("income", "Alpha Vantage / Polygon / Yahoo Finance") + mt.add_cmd("balance", "Alpha Vantage / Polygon / Yahoo Finance") mt.add_cmd("overview", "Alpha Vantage") mt.add_cmd("key", "Alpha Vantage") - mt.add_cmd("cash", "Alpha Vantage") + mt.add_cmd("cash", "Alpha Vantage / Yahoo Finance") mt.add_cmd("earnings", "Alpha Vantage") mt.add_cmd("fraud", "Alpha Vantage") mt.add_cmd("dupont", "Alpha Vantage") @@ -614,9 +614,9 @@ def call_balance(self, other_args: List[str]): export=ns_parser.export, ) elif ns_parser.source == "yahoo": - polygon_view.display_fundamentals( + yahoo_finance_view.display_fundamentals( ticker=self.ticker, - financial="financials", + financial="balance", export=ns_parser.export, ) @@ -669,6 +669,12 @@ def call_cash(self, other_args: List[str]): quarterly=ns_parser.b_quarter, export=ns_parser.export, ) + elif ns_parser.source == "yahoo": + yahoo_finance_view.display_fundamentals( + ticker=self.ticker, + financial="cash-flow", + export=ns_parser.export, + ) @log_start_end(log=logger) def call_earnings(self, other_args: List[str]): From 1152214a92c87fe2995b9dc4d9f606b926a3cbc3 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 07:03:58 +0100 Subject: [PATCH 06/25] refactored to keep yahoo fa financials (income, cash, balance) separate. --- .../fundamental_analysis/fa_controller.py | 40 ++++++++++--------- 1 file changed, 22 insertions(+), 18 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index 3eaab5ee0bcc..d2b6a2b7b722 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -533,7 +533,7 @@ def call_income(self, other_args: List[str]): other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, limit=5, - sources=["polygon", "av", "yahoo"], + sources=["polygon", "av", "yf"], ) if ns_parser: if ns_parser.source == "av": @@ -551,7 +551,7 @@ def call_income(self, other_args: List[str]): quarterly=ns_parser.b_quarter, export=ns_parser.export, ) - elif ns_parser.source == "yahoo": + elif ns_parser.source == "yf": yahoo_finance_view.display_fundamentals( ticker=self.ticker, financial="financials", @@ -595,7 +595,7 @@ def call_balance(self, other_args: List[str]): other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, limit=5, - sources=["polygon", "av"], + sources=["polygon", "av", "yf"], ) if ns_parser: if ns_parser.source == "av": @@ -613,7 +613,7 @@ def call_balance(self, other_args: List[str]): quarterly=ns_parser.b_quarter, export=ns_parser.export, ) - elif ns_parser.source == "yahoo": + elif ns_parser.source == "yf": yahoo_finance_view.display_fundamentals( ticker=self.ticker, financial="balance", @@ -660,21 +660,25 @@ def call_cash(self, other_args: List[str]): help="Quarter fundamental data flag.", ) ns_parser = self.parse_known_args_and_warn( - parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED + parser, + other_args, + export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, + sources=["polygon", "av", "yf"], ) if ns_parser: - av_view.display_cash_flow( - ticker=self.ticker, - limit=ns_parser.limit, - quarterly=ns_parser.b_quarter, - export=ns_parser.export, - ) - elif ns_parser.source == "yahoo": - yahoo_finance_view.display_fundamentals( - ticker=self.ticker, - financial="cash-flow", - export=ns_parser.export, - ) + if ns_parser.source=='av': + av_view.display_cash_flow( + ticker=self.ticker, + limit=ns_parser.limit, + quarterly=ns_parser.b_quarter, + export=ns_parser.export, + ) + elif ns_parser.source == "yf": + yahoo_finance_view.display_fundamentals( + ticker=self.ticker, + financial="cash-flow", + export=ns_parser.export, + ) @log_start_end(log=logger) def call_earnings(self, other_args: List[str]): @@ -706,7 +710,7 @@ def call_earnings(self, other_args: List[str]): help="Number of latest info", ) ns_parser = self.parse_known_args_and_warn( - parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED + parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED, ) if ns_parser: av_view.display_earnings( From 3a5ffcce4c35a334b572a29d9041f7d80494cbef Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 08:28:16 +0100 Subject: [PATCH 07/25] refactored to keep yahoo fa financials (income, cash, balance) separate (fixed dates). --- .../fundamental_analysis/yahoo_finance_model.py | 12 +++++++++--- 1 file changed, 9 insertions(+), 3 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index d014100d36a6..a807fcdf3a78 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -350,7 +350,13 @@ def get_financials(ticker: str, financial_type: str) -> pd.DataFrame: index += 1 df = pd.DataFrame(final[1:]) - df.columns = headers - df.set_index("Breakdown", inplace=True) - df.replace("", np.nan, inplace=True) + new_headers = [] + for dates in headers[1:]: + read = datetime.datetime.strptime(dates, '%d/%m/%Y') + write = read.strftime('%Y-%m-%d') + new_headers.append(write) + new_headers[:0] = ['Breakdown'] + df.columns = new_headers + df.set_index('Breakdown', inplace=True) + df.replace('', np.nan, inplace=True) return df.dropna(how="all") From c3ad96e8607aeb72b989e8d50fc8794c59800c85 Mon Sep 17 00:00:00 2001 From: colin99d Date: Tue, 28 Jun 2022 11:55:09 -0400 Subject: [PATCH 08/25] Fixed source bug --- .../stocks/fundamental_analysis/fa_controller.py | 15 ++++++++++++--- 1 file changed, 12 insertions(+), 3 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index d2b6a2b7b722..5e3900209e8e 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -528,12 +528,19 @@ def call_income(self, other_args: List[str]): dest="b_quarter", help="Quarter fundamental data flag.", ) + parser.add_argument( + "-s", + "--sources", + default="av", + dest="source", + choices=["polygon", "av", "yf"], + help="The source to get the data from", + ) ns_parser = self.parse_known_args_and_warn( parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, limit=5, - sources=["polygon", "av", "yf"], ) if ns_parser: if ns_parser.source == "av": @@ -666,7 +673,7 @@ def call_cash(self, other_args: List[str]): sources=["polygon", "av", "yf"], ) if ns_parser: - if ns_parser.source=='av': + if ns_parser.source == "av": av_view.display_cash_flow( ticker=self.ticker, limit=ns_parser.limit, @@ -710,7 +717,9 @@ def call_earnings(self, other_args: List[str]): help="Number of latest info", ) ns_parser = self.parse_known_args_and_warn( - parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED, + parser, + other_args, + EXPORT_ONLY_RAW_DATA_ALLOWED, ) if ns_parser: av_view.display_earnings( From ff3cedbd7261697b807295962189161ad2c0371c Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 18:08:10 +0100 Subject: [PATCH 09/25] empty commit --- openbb_terminal/stocks/fundamental_analysis/av_view.py | 1 - .../stocks/fundamental_analysis/fa_controller.py | 8 +++++--- .../stocks/fundamental_analysis/yahoo_finance_model.py | 10 +++++----- .../stocks/fundamental_analysis/yahoo_finance_view.py | 5 ++++- 4 files changed, 14 insertions(+), 10 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_view.py b/openbb_terminal/stocks/fundamental_analysis/av_view.py index 70cb7ca6e426..925ba9aabecf 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_view.py @@ -18,7 +18,6 @@ ) from openbb_terminal.rich_config import console from openbb_terminal.stocks.fundamental_analysis import av_model -from openbb_terminal.stocks.fundamental_analysis import yahoo_finance_model logger = logging.getLogger(__name__) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index d2b6a2b7b722..9a5b87d21f7f 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -197,7 +197,7 @@ def call_data(self, other_args: List[str]): ROI, 52W High, Beta, Quick Ratio, Sales past 5Y, Gross Margin, 52W Low, ATR, Employees, Current Ratio, Sales Q/Q, Operating Margin, RSI (14), Volatility, Optionable, Debt/Eq, EPS Q/Q, Profit Margin, Rel Volume, Prev Close, Shortable, LT Debt/Eq, - Earnings, Payout, Avg Volume, Price, Recomendation, SMA20, SMA50, SMA200, Volume, Change. + Earnings, Payout, Avg Volume, Price, Recommendation, SMA20, SMA50, SMA200, Volume, Change. [Source: Finviz] """, ) @@ -666,7 +666,7 @@ def call_cash(self, other_args: List[str]): sources=["polygon", "av", "yf"], ) if ns_parser: - if ns_parser.source=='av': + if ns_parser.source == "av": av_view.display_cash_flow( ticker=self.ticker, limit=ns_parser.limit, @@ -710,7 +710,9 @@ def call_earnings(self, other_args: List[str]): help="Number of latest info", ) ns_parser = self.parse_known_args_and_warn( - parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED, + parser, + other_args, + EXPORT_ONLY_RAW_DATA_ALLOWED, ) if ns_parser: av_view.display_earnings( diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index a807fcdf3a78..4332e10a3855 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -352,11 +352,11 @@ def get_financials(ticker: str, financial_type: str) -> pd.DataFrame: df = pd.DataFrame(final[1:]) new_headers = [] for dates in headers[1:]: - read = datetime.datetime.strptime(dates, '%d/%m/%Y') - write = read.strftime('%Y-%m-%d') + read = datetime.strptime(dates, "%d/%m/%Y") + write = read.strftime("%Y-%m-%d") new_headers.append(write) - new_headers[:0] = ['Breakdown'] + new_headers[:0] = ["Breakdown"] df.columns = new_headers - df.set_index('Breakdown', inplace=True) - df.replace('', np.nan, inplace=True) + df.set_index("Breakdown", inplace=True) + df.replace("", np.nan, inplace=True) return df.dropna(how="all") diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py index 260e5d6486dc..77ebdac33e59 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py @@ -21,6 +21,7 @@ plot_autoscale, print_rich_table, is_valid_axes_count, + lambda_long_number_format, ) from openbb_terminal.rich_config import console from openbb_terminal.stocks.fundamental_analysis import yahoo_finance_model @@ -395,10 +396,12 @@ def display_mktcap( export_data(export, os.path.dirname(os.path.abspath(__file__)), "mktcap", df_mktcap) + @log_start_end(log=logger) def display_fundamentals( ticker: str, financial: str, + limit: int = 120, export: str = "", ): """Display tickers balance sheet or income statement @@ -409,6 +412,7 @@ def display_fundamentals( Stock ticker financial:str Either balance or financials for income or cash-flow + limit : int export: str Format to export data """ @@ -441,4 +445,3 @@ def display_fundamentals( export_data( export, os.path.dirname(os.path.abspath(__file__)), financial, fundamentals ) - From 86c9f467540798ab53e7d9f8468dc85d6427788b Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 18:51:32 +0100 Subject: [PATCH 10/25] fixed header date issue --- .../yahoo_finance_model.py | 40 ++++++++++++++----- 1 file changed, 30 insertions(+), 10 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index 4332e10a3855..a8505ee7d7fe 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -295,14 +295,14 @@ def get_splits(ticker: str) -> pd.DataFrame: @log_start_end(log=logger) -def get_financials(ticker: str, financial_type: str) -> pd.DataFrame: +def get_financials(ticker: str, financials: str) -> pd.DataFrame: """Get cashflow statement for company Parameters ---------- ticker : str Stock ticker - financial_type: str + financials: str can be: cash-flow financials for Income @@ -317,7 +317,7 @@ def get_financials(ticker: str, financial_type: str) -> pd.DataFrame: "https://uk.finance.yahoo.com/quote/" + ticker + "/" - + financial_type + + financials + "?p=" + ticker ) @@ -351,12 +351,32 @@ def get_financials(ticker: str, financial_type: str) -> pd.DataFrame: df = pd.DataFrame(final[1:]) new_headers = [] - for dates in headers[1:]: - read = datetime.strptime(dates, "%d/%m/%Y") - write = read.strftime("%Y-%m-%d") - new_headers.append(write) - new_headers[:0] = ["Breakdown"] - df.columns = new_headers - df.set_index("Breakdown", inplace=True) + + if financials == 'balance-sheet': + for dates in headers[1:]: + read = datetime.strptime(dates, "%d/%m/%Y") + write = read.strftime("%Y-%m-%d") + new_headers.append(write) + new_headers[:0] = ["Breakdown"] + df.columns = new_headers + df.set_index("Breakdown", inplace=True) + elif financials == 'financials': + for dates in headers[2:]: + read = datetime.strptime(dates, "%d/%m/%Y") + write = read.strftime("%Y-%m-%d") + new_headers.append(write) + new_headers[:0] = ["Breakdown"] + new_headers[:1] = ["ttm"] + df.columns = new_headers + df.set_index("Breakdown", inplace=True) + elif financials == 'cash-flow': + for dates in headers[2:]: + read = datetime.strptime(dates, "%d/%m/%Y") + write = read.strftime("%Y-%m-%d") + new_headers.append(write) + new_headers[:0] = ["Breakdown"] + new_headers[:1] = ["ttm"] + df.columns = new_headers + df.set_index("Breakdown", inplace=True) df.replace("", np.nan, inplace=True) return df.dropna(how="all") From aeb09c1fe4f98c211e274a38c408342ce0110c40 Mon Sep 17 00:00:00 2001 From: colin99d Date: Tue, 28 Jun 2022 14:29:48 -0400 Subject: [PATCH 11/25] Fixed source --- .../fundamental_analysis/fa_controller.py | 20 ++++++++++++++++--- 1 file changed, 17 insertions(+), 3 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index 9754dab91eb0..d5c5693ecf6c 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -530,7 +530,7 @@ def call_income(self, other_args: List[str]): ) parser.add_argument( "-s", - "--sources", + "--source", default="av", dest="source", choices=["polygon", "av", "yf"], @@ -597,12 +597,19 @@ def call_balance(self, other_args: List[str]): dest="b_quarter", help="Quarter fundamental data flag.", ) + parser.add_argument( + "-s", + "--source", + default="av", + dest="source", + choices=["polygon", "av", "yf"], + help="The source to get the data from", + ) ns_parser = self.parse_known_args_and_warn( parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, limit=5, - sources=["polygon", "av", "yf"], ) if ns_parser: if ns_parser.source == "av": @@ -666,11 +673,18 @@ def call_cash(self, other_args: List[str]): dest="b_quarter", help="Quarter fundamental data flag.", ) + parser.add_argument( + "-s", + "--source", + default="av", + dest="source", + choices=["polygon", "av", "yf"], + help="The source to get the data from", + ) ns_parser = self.parse_known_args_and_warn( parser, other_args, export_allowed=EXPORT_ONLY_RAW_DATA_ALLOWED, - sources=["polygon", "av", "yf"], ) if ns_parser: if ns_parser.source == "av": From a333cd046931e719e1b022dfee655cb1c346490b Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 20:42:33 +0100 Subject: [PATCH 12/25] fixed bugs related to no data returned --- .../fundamental_analysis/fa_controller.py | 2 +- .../yahoo_finance_model.py | 18 ++++++++---------- .../fundamental_analysis/yahoo_finance_view.py | 2 +- 3 files changed, 10 insertions(+), 12 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index d5c5693ecf6c..ad654f5ea31c 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -630,7 +630,7 @@ def call_balance(self, other_args: List[str]): elif ns_parser.source == "yf": yahoo_finance_view.display_fundamentals( ticker=self.ticker, - financial="balance", + financial="balance-sheet", export=ns_parser.export, ) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index a8505ee7d7fe..ebc63394ca43 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -295,14 +295,14 @@ def get_splits(ticker: str) -> pd.DataFrame: @log_start_end(log=logger) -def get_financials(ticker: str, financials: str) -> pd.DataFrame: +def get_financials(ticker: str, financial: str) -> pd.DataFrame: """Get cashflow statement for company Parameters ---------- ticker : str Stock ticker - financials: str + financial: str can be: cash-flow financials for Income @@ -317,7 +317,7 @@ def get_financials(ticker: str, financials: str) -> pd.DataFrame: "https://uk.finance.yahoo.com/quote/" + ticker + "/" - + financials + + financial + "?p=" + ticker ) @@ -352,7 +352,7 @@ def get_financials(ticker: str, financials: str) -> pd.DataFrame: df = pd.DataFrame(final[1:]) new_headers = [] - if financials == 'balance-sheet': + if financial == "balance-sheet": for dates in headers[1:]: read = datetime.strptime(dates, "%d/%m/%Y") write = read.strftime("%Y-%m-%d") @@ -360,22 +360,20 @@ def get_financials(ticker: str, financials: str) -> pd.DataFrame: new_headers[:0] = ["Breakdown"] df.columns = new_headers df.set_index("Breakdown", inplace=True) - elif financials == 'financials': + elif financial == "financials": for dates in headers[2:]: read = datetime.strptime(dates, "%d/%m/%Y") write = read.strftime("%Y-%m-%d") new_headers.append(write) - new_headers[:0] = ["Breakdown"] - new_headers[:1] = ["ttm"] + new_headers[:0] = ["Breakdown", "ttm"] df.columns = new_headers df.set_index("Breakdown", inplace=True) - elif financials == 'cash-flow': + elif financial == "cash-flow": for dates in headers[2:]: read = datetime.strptime(dates, "%d/%m/%Y") write = read.strftime("%Y-%m-%d") new_headers.append(write) - new_headers[:0] = ["Breakdown"] - new_headers[:1] = ["ttm"] + new_headers[:0] = ["Breakdown", "ttm"] df.columns = new_headers df.set_index("Breakdown", inplace=True) df.replace("", np.nan, inplace=True) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py index 77ebdac33e59..28bc229507a3 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_view.py @@ -416,7 +416,7 @@ def display_fundamentals( export: str Format to export data """ - if financial == "balance": + if financial == "balance-sheet": fundamentals = yahoo_finance_model.get_financials(ticker, financial) title_str = "Balance Sheet" elif financial == "financials": From 4e234d9ff8ed50800b8a14aa349a070ccf156356 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 21:08:28 +0100 Subject: [PATCH 13/25] fixed bugs related to no data returned --- .../stocks/fundamental_analysis/av_model.py | 14 ++++++++++---- 1 file changed, 10 insertions(+), 4 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index da8d5a36494a..4670f069981c 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -12,6 +12,7 @@ from openbb_terminal.decorators import log_start_end from openbb_terminal.helper_funcs import lambda_long_number_format from openbb_terminal.rich_config import console +from openbb_terminal.stocks.fundamental_analysis import yahoo_finance_model from openbb_terminal.stocks.stocks_helper import clean_fraction from openbb_terminal.stocks.fundamental_analysis.fa_helper import clean_df_index @@ -178,8 +179,10 @@ def get_income_statements( # check if json is empty if not response_json: console.print( - "No data found from Alpha Vantage" + "No data found from Alpha Vantage, looking in Yahoo Finance" ) + yahoo_finance_model.get_financials(ticker, 'financials') + else: statements = response_json df_fa = pd.DataFrame() @@ -233,8 +236,10 @@ def get_balance_sheet( # check if json is empty if not response_json: console.print( - "No data found from Alpha Vantage" + "No data found from Alpha Vantage, looking in Yahoo Finance" ) + yahoo_finance_model.get_financials(ticker, 'balance-sheet') + else: statements = response_json df_fa = pd.DataFrame() @@ -286,8 +291,9 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF # check if json is empty if not response_json: console.print( - "No data found from Alpha Vantage" - ) + "No data found from Alpha Vantage, looking in Yahoo Finance") + yahoo_finance_model.get_financials(ticker, 'cash-flow') + else: statements = response_json df_fa = pd.DataFrame() From 06907dcfbc316a553a3b76a43c7db8aeb5c7147a Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 21:11:04 +0100 Subject: [PATCH 14/25] fixed bugs related to no data returned --- openbb_terminal/stocks/fundamental_analysis/av_model.py | 1 - 1 file changed, 1 deletion(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index 4670f069981c..f0cc8c61ed3d 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -182,7 +182,6 @@ def get_income_statements( "No data found from Alpha Vantage, looking in Yahoo Finance" ) yahoo_finance_model.get_financials(ticker, 'financials') - else: statements = response_json df_fa = pd.DataFrame() From a758659bc1f1da892f714c69c10e7fff4bb928c4 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Tue, 28 Jun 2022 21:20:33 +0100 Subject: [PATCH 15/25] Added yf to av when no data returned from av --- .../stocks/fundamental_analysis/av_model.py | 17 ++++++----------- 1 file changed, 6 insertions(+), 11 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index f0cc8c61ed3d..72164410b425 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -178,10 +178,8 @@ def get_income_statements( else: # check if json is empty if not response_json: - console.print( - "No data found from Alpha Vantage, looking in Yahoo Finance" - ) - yahoo_finance_model.get_financials(ticker, 'financials') + console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + return yahoo_finance_model.get_financials(ticker, financial="financials") else: statements = response_json df_fa = pd.DataFrame() @@ -234,10 +232,8 @@ def get_balance_sheet( else: # check if json is empty if not response_json: - console.print( - "No data found from Alpha Vantage, looking in Yahoo Finance" - ) - yahoo_finance_model.get_financials(ticker, 'balance-sheet') + console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + return yahoo_finance_model.get_financials(ticker, financial="balance-sheet") else: statements = response_json @@ -289,9 +285,8 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF else: # check if json is empty if not response_json: - console.print( - "No data found from Alpha Vantage, looking in Yahoo Finance") - yahoo_finance_model.get_financials(ticker, 'cash-flow') + console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + return yahoo_finance_model.get_financials(ticker, financial="cash-flow") else: statements = response_json From 1c523f38883fd62b50c74e7d670f83cb9cef1d08 Mon Sep 17 00:00:00 2001 From: colin99d Date: Tue, 28 Jun 2022 16:22:35 -0400 Subject: [PATCH 16/25] Added support for polygon statement of cash flows --- .../fundamental_analysis/fa_controller.py | 8 +++++ .../fundamental_analysis/polygon_model.py | 31 +++++++++++++++++-- .../fundamental_analysis/polygon_view.py | 13 ++++---- .../yahoo_finance_model.py | 6 ++-- 4 files changed, 45 insertions(+), 13 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index ad654f5ea31c..9ceede1acd26 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -694,6 +694,14 @@ def call_cash(self, other_args: List[str]): quarterly=ns_parser.b_quarter, export=ns_parser.export, ) + elif ns_parser.source == "polygon": + polygon_view.display_fundamentals( + ticker=self.ticker, + financial="cash", + limit=ns_parser.limit, + quarterly=ns_parser.b_quarter, + export=ns_parser.export, + ) elif ns_parser.source == "yf": yahoo_finance_view.display_fundamentals( ticker=self.ticker, diff --git a/openbb_terminal/stocks/fundamental_analysis/polygon_model.py b/openbb_terminal/stocks/fundamental_analysis/polygon_model.py index 1d36c10aca6c..6497f87c4fdd 100644 --- a/openbb_terminal/stocks/fundamental_analysis/polygon_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/polygon_model.py @@ -41,7 +41,7 @@ def get_financials( f"&apiKey={cfg.API_POLYGON_KEY}" ).json() - if financial not in ["balance", "income"]: + if financial not in ["balance", "income", "cash"]: console.print("financial must be 'balance' or 'income'.\n") return pd.DataFrame() @@ -57,6 +57,7 @@ def get_financials( balance_sheets = pd.DataFrame() income_statements = pd.DataFrame() + cash_flows = pd.DataFrame() first = True for single_thing in all_results: if first: @@ -84,6 +85,19 @@ def get_financials( income_statements = income_statements[["value"]] income_statements.columns = [single_thing["filing_date"]] + cash_flows = pd.concat( + [ + pd.DataFrame(), + pd.DataFrame.from_dict( + single_thing["financials"]["cash_flow_statement"], + orient="index", + ), + ], + axis=1, + ) + cash_flows = cash_flows[["value"]] + cash_flows.columns = [single_thing["filing_date"]] + first = False else: values = pd.DataFrame( @@ -99,7 +113,18 @@ def get_financials( single_thing["financials"]["income_statement"], orient="index" ).value ) - values.columns = [single_thing["filing_date"]] income_statements = pd.concat([income_statements, values], axis=1) - return balance_sheets if financial == "balance" else income_statements + values = pd.DataFrame( + pd.DataFrame.from_dict( + single_thing["financials"]["cash_flow_statement"], orient="index" + ).value + ) + cash_flows = pd.concat([cash_flows, values], axis=1) + if financial == "balance": + return balance_sheets + if financial == "income": + return income_statements + if financial == "cash": + return cash_flows + return pd.DataFrame() diff --git a/openbb_terminal/stocks/fundamental_analysis/polygon_view.py b/openbb_terminal/stocks/fundamental_analysis/polygon_view.py index 72e4e7b707b9..4cfe9926aa94 100644 --- a/openbb_terminal/stocks/fundamental_analysis/polygon_view.py +++ b/openbb_terminal/stocks/fundamental_analysis/polygon_view.py @@ -38,15 +38,14 @@ def display_fundamentals( export: str Format to export data """ - if financial == "balance": - fundamentals = polygon_model.get_financials(ticker, financial, quarterly) - title_str = "Balance Sheet" - elif financial == "income": - fundamentals = polygon_model.get_financials(ticker, financial, quarterly) - title_str = "Income Statement" + fundamentals = polygon_model.get_financials(ticker, financial, quarterly) + title_str = { + "balance": "Balance Sheet", + "income": "Income Statement", + "cash": "Cash Flows", + }[financial] if fundamentals.empty: - # The empty data frame error handling done in model return # Snake case to english diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index ebc63394ca43..acfc5b26dbf2 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -18,6 +18,7 @@ from openbb_terminal.stocks.fundamental_analysis.fa_helper import clean_df_index logger = logging.getLogger(__name__) +# pylint: disable=W0212 ssl._create_default_https_context = ssl._create_unverified_context @@ -325,10 +326,9 @@ def get_financials(ticker: str, financial: str) -> pd.DataFrame: # Making the website believe that you are accessing it using a Mozilla browser req = Request(url, headers={"User-Agent": "Mozilla/5.0"}) - webpage = urlopen(req).read() - # Creating a BeautifulSoup object of the HTML page for easy extraction of data. + with urlopen(req).read() as webpage: + soup = BeautifulSoup(webpage, "html.parser") - soup = BeautifulSoup(webpage, "html.parser") features = soup.find_all("div", class_="D(tbr)") headers = [] temp_list = [] From 9c5b0bf7f4f669710dad7d6a1deaf33039a30e98 Mon Sep 17 00:00:00 2001 From: colin99d Date: Tue, 28 Jun 2022 16:42:39 -0400 Subject: [PATCH 17/25] Fixed issue I created --- .../stocks/fundamental_analysis/yahoo_finance_model.py | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index acfc5b26dbf2..fbab5b331ad2 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -326,8 +326,8 @@ def get_financials(ticker: str, financial: str) -> pd.DataFrame: # Making the website believe that you are accessing it using a Mozilla browser req = Request(url, headers={"User-Agent": "Mozilla/5.0"}) - with urlopen(req).read() as webpage: - soup = BeautifulSoup(webpage, "html.parser") + webpage = urlopen(req).read() + soup = BeautifulSoup(webpage, "html.parser") features = soup.find_all("div", class_="D(tbr)") headers = [] From e19c10730a1a65aa6f6d524bab5c5d33d83611f3 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Wed, 29 Jun 2022 09:40:13 +0100 Subject: [PATCH 18/25] fixed pylint error else after return --- .../stocks/fundamental_analysis/av_model.py | 94 +++++++++---------- 1 file changed, 46 insertions(+), 48 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index 72164410b425..affc88dec286 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -180,25 +180,25 @@ def get_income_statements( if not response_json: console.print("No data found from Alpha Vantage, looking in Yahoo Finance") return yahoo_finance_model.get_financials(ticker, financial="financials") - else: - statements = response_json - df_fa = pd.DataFrame() - if quarterly: - if "quarterlyReports" in statements: - df_fa = pd.DataFrame(statements["quarterlyReports"]) - else: - if "annualReports" in statements: - df_fa = pd.DataFrame(statements["annualReports"]) + statements = response_json + df_fa = pd.DataFrame() - if df_fa.empty: - console.print("No data found from Alpha Vantage") - return pd.DataFrame() + if quarterly: + if "quarterlyReports" in statements: + df_fa = pd.DataFrame(statements["quarterlyReports"]) + else: + if "annualReports" in statements: + df_fa = pd.DataFrame(statements["annualReports"]) - df_fa = df_fa.set_index("fiscalDateEnding") - df_fa = df_fa.head(number) - df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) - return df_fa[::-1].T + if df_fa.empty: + console.print("No data found from Alpha Vantage") + return pd.DataFrame() + + df_fa = df_fa.set_index("fiscalDateEnding") + df_fa = df_fa.head(number) + df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) + return df_fa[::-1].T return pd.DataFrame() @@ -235,25 +235,24 @@ def get_balance_sheet( console.print("No data found from Alpha Vantage, looking in Yahoo Finance") return yahoo_finance_model.get_financials(ticker, financial="balance-sheet") - else: - statements = response_json - df_fa = pd.DataFrame() + statements = response_json + df_fa = pd.DataFrame() - if quarterly: - if "quarterlyReports" in statements: - df_fa = pd.DataFrame(statements["quarterlyReports"]) - else: - if "annualReports" in statements: - df_fa = pd.DataFrame(statements["annualReports"]) + if quarterly: + if "quarterlyReports" in statements: + df_fa = pd.DataFrame(statements["quarterlyReports"]) + else: + if "annualReports" in statements: + df_fa = pd.DataFrame(statements["annualReports"]) - if df_fa.empty: - console.print("No data found from Alpha Vantage") - return pd.DataFrame() + if df_fa.empty: + console.print("No data found from Alpha Vantage") + return pd.DataFrame() - df_fa = df_fa.set_index("fiscalDateEnding") - df_fa = df_fa.head(number) - df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) - return df_fa[::-1].T + df_fa = df_fa.set_index("fiscalDateEnding") + df_fa = df_fa.head(number) + df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) + return df_fa[::-1].T return pd.DataFrame() @@ -288,25 +287,24 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF console.print("No data found from Alpha Vantage, looking in Yahoo Finance") return yahoo_finance_model.get_financials(ticker, financial="cash-flow") - else: - statements = response_json - df_fa = pd.DataFrame() + statements = response_json + df_fa = pd.DataFrame() - if quarterly: - if "quarterlyReports" in statements: - df_fa = pd.DataFrame(statements["quarterlyReports"]) - else: - if "annualReports" in statements: - df_fa = pd.DataFrame(statements["annualReports"]) + if quarterly: + if "quarterlyReports" in statements: + df_fa = pd.DataFrame(statements["quarterlyReports"]) + else: + if "annualReports" in statements: + df_fa = pd.DataFrame(statements["annualReports"]) - if df_fa.empty: - console.print("No data found from Alpha Vantage") - return pd.DataFrame() + if df_fa.empty: + console.print("No data found from Alpha Vantage") + return pd.DataFrame() - df_fa = df_fa.set_index("fiscalDateEnding") - df_fa = df_fa.head(number) - df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) - return df_fa[::-1].T + df_fa = df_fa.set_index("fiscalDateEnding") + df_fa = df_fa.head(number) + df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) + return df_fa[::-1].T return pd.DataFrame() From cf303893298d7723cc4b3d15d386e9f32bf43d74 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Wed, 29 Jun 2022 09:44:13 +0100 Subject: [PATCH 19/25] fixed pylint error with disable R1732 --- .../stocks/fundamental_analysis/yahoo_finance_model.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index fbab5b331ad2..da77ed750e58 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -326,7 +326,7 @@ def get_financials(ticker: str, financial: str) -> pd.DataFrame: # Making the website believe that you are accessing it using a Mozilla browser req = Request(url, headers={"User-Agent": "Mozilla/5.0"}) - webpage = urlopen(req).read() + webpage = urlopen(req).read() # pylint: disable= R1732 soup = BeautifulSoup(webpage, "html.parser") features = soup.find_all("div", class_="D(tbr)") From 3453b0a78bfaebbb0d616394262bf0d650bc0352 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Wed, 29 Jun 2022 09:55:08 +0100 Subject: [PATCH 20/25] fixed tests relating to av --- ...e-display_balance_sheet-kwargs_dict4].yaml | 5092 +--------------- ...e-display_balance_sheet-kwargs_dict5].yaml | 5099 +---------------- ...False-display_cash_flow-kwargs_dict6].yaml | 4941 +--------------- ...False-display_cash_flow-kwargs_dict7].yaml | 4941 +--------------- ...[False-display_earnings-kwargs_dict8].yaml | 4 +- ...[False-display_earnings-kwargs_dict9].yaml | 4 +- ...isplay_income_statement-kwargs_dict2].yaml | 4771 +-------------- ...isplay_income_statement-kwargs_dict3].yaml | 4770 +-------------- ...utput[False-display_key-kwargs_dict1].yaml | 4 +- ...[False-display_overview-kwargs_dict0].yaml | 4 +- ...e-display_balance_sheet-kwargs_dict4].yaml | 153 +- ...e-display_balance_sheet-kwargs_dict5].yaml | 83 +- ...[True-display_cash_flow-kwargs_dict6].yaml | 53 +- ...[True-display_cash_flow-kwargs_dict7].yaml | 54 +- ...t[True-display_earnings-kwargs_dict8].yaml | 34 +- ...t[True-display_earnings-kwargs_dict9].yaml | 4 +- ...isplay_income_statement-kwargs_dict2].yaml | 119 +- ...isplay_income_statement-kwargs_dict3].yaml | 117 +- ...output[True-display_key-kwargs_dict1].yaml | 44 +- ...t[True-display_overview-kwargs_dict0].yaml | 44 +- ...se-display_balance_sheet-kwargs_dict4].txt | 32 - ...se-display_balance_sheet-kwargs_dict5].txt | 32 - ...[False-display_cash_flow-kwargs_dict6].txt | 26 - ...[False-display_cash_flow-kwargs_dict7].txt | 26 - ...display_income_statement-kwargs_dict2].txt | 20 - ...display_income_statement-kwargs_dict3].txt | 20 - ...ue-display_balance_sheet-kwargs_dict5].txt | 39 +- ...t[True-display_cash_flow-kwargs_dict6].txt | 30 +- ...t[True-display_cash_flow-kwargs_dict7].txt | 30 +- ...ut[True-display_earnings-kwargs_dict8].txt | 7 +- ..._output[True-display_key-kwargs_dict1].txt | 8 +- ...ut[True-display_overview-kwargs_dict0].txt | 12 +- .../test_fa_controller/test_print_help.txt | 6 +- 33 files changed, 305 insertions(+), 30318 deletions(-) diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml index d903c458986d..4c4c61d7a646 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 7207104339753628-MAN + - 722d6a7018e454c4-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:06 GMT + - Wed, 29 Jun 2022 08:50:38 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,5092 +47,4 @@ interactions: status: code: 200 message: OK -- request: - body: null - headers: - Connection: - - close - Host: - - uk.finance.yahoo.com - method: GET - uri: https://uk.finance.yahoo.com/quote/TSLA/balance-sheet?p=TSLA - response: - body: - string: "Tesla, Inc. (TSLA) balance sheet \u2013 Yahoo Finance
Yahoo
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UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS - - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.79+28.58 - (+4.05%)
As of 01:08PM EDT. Market open.
Show:
Annual

Balance sheet

All numbers in thousands
Breakdown
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Assets
Current - assets
Cash
Cash - and cash equivalents
17,576,000
19,384,000
6,268,000
3,685,618
Other - short-term investments
131,000
-
-
-
Total cash
17,707,000
19,384,000
6,268,000
3,685,618
Net receivables
1,913,000
1,886,000
1,324,000
949,022
Inventory
5,757,000
4,101,000
3,552,000
3,113,446
Total current - assets
27,100,000
26,717,000
12,103,000
8,306,308
Non-current - assets
Property, plant and equipment
Gross - property, plant and equipment
39,094,000
29,447,000
31,925,000
22,885,847
Accumulated - depreciation
-7,918,000
-6,072,000
-11,726,000
-3,194,616
Net - property, plant and equipment
31,176,000
23,375,000
20,199,000
19,691,231
Goodwill
200,000
207,000
198,000
68,159
Intangible assets
1,517,000
313,000
339,000
282,492
Other long-term - assets
2,138,000
1,536,000
1,077,000
969,876
Total non-current - assets
35,031,000
25,431,000
22,206,000
21,433,306
Total assets
62,131,000
52,148,000
34,309,000
29,739,614
Liabilities and stockholders' equity
Liabilities
Current - liabilities
Current debt
1,088,000
1,758,000
1,399,000
2,221,985
Accounts payable
10,025,000
6,051,000
3,771,000
3,404,451
Accrued liabilities
3,670,000
2,134,000
1,534,000
1,121,670
Deferred revenues
2,372,000
2,210,000
1,889,000
1,422,893
Other - current liabilities
294,000
241,000
520,000
875,460
Total current - liabilities
19,705,000
14,248,000
10,667,000
9,992,136
Non-current liabilities
Long-term debt
4,254,000
8,513,000
10,402,000
8,410,490
Deferred - tax liabilities
24,000
151,000
-
-
Deferred revenues
2,052,000
1,284,000
1,207,000
990,873
Other - long-term liabilities
320,000
436,000
408,000
636,409
Total - non-current liabilities
10,843,000
14,221,000
15,532,000
13,433,874
Total liabilities
30,548,000
28,469,000
26,199,000
23,426,010
Stockholders' - equity
Common stock
1,000
1,000
0
173
Retained earnings
331,000
-5,399,000
-6,083,000
-5,317,832
Accumulated - other comprehensive income
54,000
363,000
-36,000
-8,218
Total - stockholders' equity
30,189,000
22,225,000
6,618,000
4,923,243
Total - liabilities and stockholders' equity
62,131,000
52,148,000
34,309,000
29,739,614
-
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" - headers: - Age: - - '0' - Connection: - - close - Expect-CT: - - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" - Transfer-Encoding: - - chunked - X-Content-Type-Options: - - nosniff - X-XSS-Protection: - - 1; mode=block - content-security-policy: - - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts - allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation - allow-presentation; - content-type: - - text/html; charset=utf-8 - date: - - Fri, 24 Jun 2022 17:08:06 GMT - referrer-policy: - - no-referrer-when-downgrade - server: - - ATS - strict-transport-security: - - max-age=15552000 - vary: - - Accept-Encoding - x-envoy-decorator-operation: - - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* - x-envoy-upstream-service-time: - - '344' - x-frame-options: - - SAMEORIGIN - status: - code: 200 - message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml index 5dacc6abee9b..188e2a0a673b 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].yaml @@ -13,17 +13,17 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA2yOsRKCMBAFe77iyQcADY2dpY1SOPY35CA3hASTiwzj+O+O2ljY7ha7jwIAylNQ - LvcoL5b8hC1kDCEiJ/EjDm6xhCt5pZF3OOeIpOQNRYNDd0RPzmGIfMvs+w2S0H5YwsIRs/isDPIG - bdP8CENbhc4xJcZdkiis6pL2db2ua0Xv6P3brPpQL5FnyXMNGT57a8jOwMnE0AClOLKCYGW0HP9s - VWXxfAEAAP//AwDOG3xz7AAAAA== + H4sIAAAAAAAAAwAAAP//bI6xEoIwEAV7vuLJBwANjZ2ljVI49jfkIDeEBJOLDOP4747aWNjuFruP + AgDKU1Au9ygvlvyELWQMISIn8SMObrGEK3mlkXc454ik5A1Fg0N3RE/OYYh8y+z7DZLQfljCwhGz + +KwM8gZt0/wIQ1uFzjElxl2SKKzqkvZ1va5rRe/o/dus+lAvkWfJcw0ZPntryM7AycTQAKU4soJg + ZbQc/2xVZfF8AQAA//8DAM4bfHPsAAAA headers: Allow: - GET, HEAD, OPTIONS CF-Cache-Status: - DYNAMIC CF-RAY: - - 7207104939f535fb-MAN + - 722d6a7178ba3628-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:07 GMT + - Wed, 29 Jun 2022 08:50:39 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,5091 +47,4 @@ interactions: status: code: 200 message: OK -- request: - body: null - headers: - Connection: - - close - Host: - - uk.finance.yahoo.com - method: GET - uri: https://uk.finance.yahoo.com/quote/TSLA/balance-sheet?p=TSLA - response: - body: - string: "Tesla, Inc. (TSLA) balance sheet \u2013 Yahoo Finance
Yahoo
No matching - results for ''
Tip: Try a valid symbol or - a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS - - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.78+28.57 - (+4.05%)
As of 01:08PM EDT. Market open.
Show:
Annual

Balance sheet

All numbers in thousands
Breakdown
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Assets
Current - assets
Cash
Cash - and cash equivalents
17,576,000
19,384,000
6,268,000
3,685,618
Other - short-term investments
131,000
-
-
-
Total cash
17,707,000
19,384,000
6,268,000
3,685,618
Net receivables
1,913,000
1,886,000
1,324,000
949,022
Inventory
5,757,000
4,101,000
3,552,000
3,113,446
Total current - assets
27,100,000
26,717,000
12,103,000
8,306,308
Non-current - assets
Property, plant and equipment
Gross - property, plant and equipment
39,094,000
29,447,000
31,925,000
22,885,847
Accumulated - depreciation
-7,918,000
-6,072,000
-11,726,000
-3,194,616
Net - property, plant and equipment
31,176,000
23,375,000
20,199,000
19,691,231
Goodwill
200,000
207,000
198,000
68,159
Intangible assets
1,517,000
313,000
339,000
282,492
Other long-term - assets
2,138,000
1,536,000
1,077,000
969,876
Total non-current - assets
35,031,000
25,431,000
22,206,000
21,433,306
Total assets
62,131,000
52,148,000
34,309,000
29,739,614
Liabilities and stockholders' equity
Liabilities
Current - liabilities
Current debt
1,088,000
1,758,000
1,399,000
2,221,985
Accounts payable
10,025,000
6,051,000
3,771,000
3,404,451
Accrued liabilities
3,670,000
2,134,000
1,534,000
1,121,670
Deferred revenues
2,372,000
2,210,000
1,889,000
1,422,893
Other - current liabilities
294,000
241,000
520,000
875,460
Total current - liabilities
19,705,000
14,248,000
10,667,000
9,992,136
Non-current liabilities
Long-term debt
4,254,000
8,513,000
10,402,000
8,410,490
Deferred - tax liabilities
24,000
151,000
-
-
Deferred revenues
2,052,000
1,284,000
1,207,000
990,873
Other - long-term liabilities
320,000
436,000
408,000
636,409
Total - non-current liabilities
10,843,000
14,221,000
15,532,000
13,433,874
Total liabilities
30,548,000
28,469,000
26,199,000
23,426,010
Stockholders' - equity
Common stock
1,000
1,000
0
173
Retained earnings
331,000
-5,399,000
-6,083,000
-5,317,832
Accumulated - other comprehensive income
54,000
363,000
-36,000
-8,218
Total - stockholders' equity
30,189,000
22,225,000
6,618,000
4,923,243
Total - liabilities and stockholders' equity
62,131,000
52,148,000
34,309,000
29,739,614
-
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" - headers: - Age: - - '0' - Connection: - - close - Expect-CT: - - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" - Transfer-Encoding: - - chunked - X-Content-Type-Options: - - nosniff - X-XSS-Protection: - - 1; mode=block - content-security-policy: - - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts - allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation - allow-presentation; - content-type: - - text/html; charset=utf-8 - date: - - Fri, 24 Jun 2022 17:08:07 GMT - referrer-policy: - - no-referrer-when-downgrade - server: - - ATS - strict-transport-security: - - max-age=15552000 - vary: - - Accept-Encoding - x-envoy-decorator-operation: - - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* - x-envoy-upstream-service-time: - - '528' - x-frame-options: - - SAMEORIGIN - status: - code: 200 - message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml index a93477cd9253..446a08fd4a87 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 720710508ba154dc-MAN + - 722d6a72bcdc1893-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:08 GMT + - Wed, 29 Jun 2022 08:50:39 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4941 +47,4 @@ interactions: status: code: 200 message: OK -- request: - body: null - headers: - Connection: - - close - Host: - - uk.finance.yahoo.com - method: GET - uri: https://uk.finance.yahoo.com/quote/TSLA/cash-flow?p=TSLA - response: - body: - string: "Tesla, Inc. (TSLA) cash flow \u2013 Yahoo Finance - \u2013 Yahoo Finance
Yahoo
No matching - results for ''
Tip: Try a valid symbol or - a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS - - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.78+28.57 - (+4.05%)
As of 01:08PM EDT. Market open.
Annual

Cash flow

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Cash - flows from operating activities
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Depreciation - & amortisation
3,170,000
2,911,000
2,322,000
2,154,000
1,901,050
Stock-based - compensation
1,925,000
2,121,000
1,734,000
898,000
749,024
Change - in working capital
-72,000
518,000
184,000
-349,000
57,951
Accounts receivable
-515,000
-130,000
-652,000
-367,000
-496,732
Inventory
-2,236,000
-1,709,000
-422,000
-429,000
-1,023,264
Other working - capital
6,916,000
3,483,000
2,701,000
968,000
-221,714
Other non-cash - items
253,000
245,000
408,000
186,000
207,237
Net - cash provided by operating activities
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Cash flows from investing activities
Investments - in property, plant and equipment
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Acquisitions, - net
-
0
-13,000
-45,000
-17,912
Purchases - of investments
-518,000
-132,000
-
-
-
Sales/maturities - of investments
-
-
-
-
0
Other - investing activities
-
6,000
123,000
46,000
-
Net - cash used for investing activities
-7,453,000
-7,868,000
-3,132,000
-1,436,000
-2,337,428
Cash flows from financing activities
Debt repayment
-12,538,000
-14,615,000
-12,201,000
-9,871,000
-6,087,029
Common stock - issued
-
0
12,269,000
848,000
0
Other - financing activities
-189,000
-178,000
-225,000
-554,000
188,900
Net cash used provided by (used for) financing activities
-6,101,000
-5,203,000
9,973,000
1,529,000
573,755
Net change - in cash
317,000
-1,757,000
13,118,000
2,506,000
311,429
Cash - at beginning of period
17,723,000
19,901,000
6,783,000
4,277,000
3,964,959
Cash at - end of period
18,020,000
18,144,000
19,901,000
6,783,000
4,276,388
Free - cash flow
Operating - cash flow
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Capital expenditure
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Free cash flow
6,916,000
3,483,000
2,701,000
968,000
-221,714
-
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" - headers: - Age: - - '3' - Connection: - - close - Expect-CT: - - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" - Transfer-Encoding: - - chunked - X-Content-Type-Options: - - nosniff - X-XSS-Protection: - - 1; mode=block - content-security-policy: - - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts - allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation - allow-presentation; - content-type: - - text/html; charset=utf-8 - date: - - Fri, 24 Jun 2022 17:08:08 GMT - referrer-policy: - - no-referrer-when-downgrade - server: - - ATS - strict-transport-security: - - max-age=15552000 - vary: - - Accept-Encoding - x-envoy-decorator-operation: - - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* - x-envoy-upstream-service-time: - - '390' - x-frame-options: - - SAMEORIGIN - status: - code: 200 - message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml index fb4d2a7fe184..a694b7b6a1db 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 72071056b9111893-MAN + - 722d6a7538e2b2f3-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:09 GMT + - Wed, 29 Jun 2022 08:50:39 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4941 +47,4 @@ interactions: status: code: 200 message: OK -- request: - body: null - headers: - Connection: - - close - Host: - - uk.finance.yahoo.com - method: GET - uri: https://uk.finance.yahoo.com/quote/TSLA/cash-flow?p=TSLA - response: - body: - string: "Tesla, Inc. (TSLA) cash flow \u2013 Yahoo Finance - \u2013 Yahoo Finance
Yahoo
No matching - results for ''
Tip: Try a valid symbol or - a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS - - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.52+28.31 - (+4.01%)
As of 01:08PM EDT. Market open.
Annual

Cash flow

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Cash - flows from operating activities
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Depreciation - & amortisation
3,170,000
2,911,000
2,322,000
2,154,000
1,901,050
Stock-based - compensation
1,925,000
2,121,000
1,734,000
898,000
749,024
Change - in working capital
-72,000
518,000
184,000
-349,000
57,951
Accounts receivable
-515,000
-130,000
-652,000
-367,000
-496,732
Inventory
-2,236,000
-1,709,000
-422,000
-429,000
-1,023,264
Other working - capital
6,916,000
3,483,000
2,701,000
968,000
-221,714
Other non-cash - items
253,000
245,000
408,000
186,000
207,237
Net - cash provided by operating activities
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Cash flows from investing activities
Investments - in property, plant and equipment
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Acquisitions, - net
-
0
-13,000
-45,000
-17,912
Purchases - of investments
-518,000
-132,000
-
-
-
Sales/maturities - of investments
-
-
-
-
0
Other - investing activities
-
6,000
123,000
46,000
-
Net - cash used for investing activities
-7,453,000
-7,868,000
-3,132,000
-1,436,000
-2,337,428
Cash flows from financing activities
Debt repayment
-12,538,000
-14,615,000
-12,201,000
-9,871,000
-6,087,029
Common stock - issued
-
0
12,269,000
848,000
0
Other - financing activities
-189,000
-178,000
-225,000
-554,000
188,900
Net cash used provided by (used for) financing activities
-6,101,000
-5,203,000
9,973,000
1,529,000
573,755
Net change - in cash
317,000
-1,757,000
13,118,000
2,506,000
311,429
Cash - at beginning of period
17,723,000
19,901,000
6,783,000
4,277,000
3,964,959
Cash at - end of period
18,020,000
18,144,000
19,901,000
6,783,000
4,276,388
Free - cash flow
Operating - cash flow
13,851,000
11,497,000
5,943,000
2,405,000
2,097,802
Capital expenditure
-6,935,000
-8,014,000
-3,242,000
-1,437,000
-2,319,516
Free cash flow
6,916,000
3,483,000
2,701,000
968,000
-221,714
-
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" - headers: - Age: - - '2' - Connection: - - close - Expect-CT: - - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" - Transfer-Encoding: - - chunked - X-Content-Type-Options: - - nosniff - X-XSS-Protection: - - 1; mode=block - content-security-policy: - - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts - allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation - allow-presentation; - content-type: - - text/html; charset=utf-8 - date: - - Fri, 24 Jun 2022 17:08:10 GMT - referrer-policy: - - no-referrer-when-downgrade - server: - - ATS - strict-transport-security: - - max-age=15552000 - vary: - - Accept-Encoding - x-envoy-decorator-operation: - - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* - x-envoy-upstream-service-time: - - '408' - x-frame-options: - - SAMEORIGIN - status: - code: 200 - message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml index 0ecd8257d34e..2fa4cbefac61 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict8].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 7207105e1c8954e1-MAN + - 722d6a77af89d20c-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:10 GMT + - Wed, 29 Jun 2022 08:50:40 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml index 07eca04ae0de..1965bdd61500 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_earnings-kwargs_dict9].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 7207105f9cd454cf-MAN + - 722d6a790e8bb2ed-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:10 GMT + - Wed, 29 Jun 2022 08:50:40 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml index b9e52f0a2809..9daec70e367a 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 720710331f5e54a5-MAN + - 722d6a6d680ad220-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:03 GMT + - Wed, 29 Jun 2022 08:50:38 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4771 +47,4 @@ interactions: status: code: 200 message: OK -- request: - body: null - headers: - Connection: - - close - Host: - - uk.finance.yahoo.com - method: GET - uri: https://uk.finance.yahoo.com/quote/TSLA/financials?p=TSLA - response: - body: - string: "Tesla, Inc. (TSLA) income statement \u2013 Yahoo - Finance
Yahoo
No matching - results for ''
Tip: Try a valid symbol or - a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS - - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.88+28.67 - (+4.07%)
As of 01:08PM EDT. Market open.
Show:
Income statement
Annual

Income statement

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Total revenue
62,190,000
53,823,000
31,536,000
24,578,000
21,461,268
Cost of revenue
45,339,000
40,217,000
24,906,000
20,509,000
17,419,247
Gross profit
16,851,000
13,606,000
6,630,000
4,069,000
4,042,021
Operating - expenses
Research - development
2,792,000
2,593,000
1,491,000
1,343,000
1,460,370
Selling - general and administrative
4,453,000
4,517,000
3,145,000
2,646,000
2,834,491
Total operating - expenses
7,245,000
7,110,000
4,636,000
3,989,000
4,294,861
Operating - income or loss
9,606,000
6,496,000
1,994,000
80,000
-252,840
Interest expense
333,000
371,000
748,000
685,000
663,071
Total - other income/expenses net
89,000
162,000
-122,000
-104,000
-113,367
Income before - tax
9,436,000
6,343,000
1,154,000
-665,000
-1,004,745
Income tax - expense
976,000
699,000
292,000
110,000
57,837
Income - from continuing operations
8,460,000
5,644,000
862,000
-775,000
-1,062,582
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Net - income available to common shareholders
8,399,000
5,519,000
690,000
-862,000
-976,091
Basic EPS
-
5.60
0.74
-0.98
-1.14
Diluted EPS
-
4.90
0.64
-0.98
-1.14
Basic average - shares
-
986,000
933,000
885,000
852,625
Diluted - average shares
-
1,129,000
1,083,000
885,000
852,625
EBITDA
-
9,625,000
4,224,000
2,174,000
1,559,376
-
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" - headers: - Age: - - '2' - Connection: - - close - Expect-CT: - - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" - Transfer-Encoding: - - chunked - X-Content-Type-Options: - - nosniff - X-XSS-Protection: - - 1; mode=block - content-security-policy: - - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts - allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation - allow-presentation; report-uri https://csp.yahoo.com/beacon/csp?src=yahoofinance; - report-to csp-endpoint; - content-type: - - text/html; charset=utf-8 - date: - - Fri, 24 Jun 2022 17:08:04 GMT - referrer-policy: - - no-referrer-when-downgrade - report-to: - - '{"group":"csp-endpoint","max-age":10886400,"endpoints":[{"url":"https://csp.yahoo.com/beacon/csp?src=yahoofinance"}]}' - server: - - ATS - strict-transport-security: - - max-age=15552000 - vary: - - Accept-Encoding - x-envoy-decorator-operation: - - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* - x-envoy-upstream-service-time: - - '401' - x-frame-options: - - SAMEORIGIN - status: - code: 200 - message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml index 7d65495ef93f..31820e3e94a7 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 72071039ade854d5-MAN + - 722d6a6eab0e54ac-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:05 GMT + - Wed, 29 Jun 2022 08:50:38 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: @@ -47,4770 +47,4 @@ interactions: status: code: 200 message: OK -- request: - body: null - headers: - Connection: - - close - Host: - - uk.finance.yahoo.com - method: GET - uri: https://uk.finance.yahoo.com/quote/TSLA/financials?p=TSLA - response: - body: - string: "Tesla, Inc. (TSLA) income statement \u2013 Yahoo - Finance
Yahoo
No matching - results for ''
Tip: Try a valid symbol or - a specific company name for relevant results
UK markets closed

Tesla, Inc. (TSLA)

NasdaqGS - - NasdaqGS Real-time price. Currency in USD
Add to watchlist
733.88+28.67 - (+4.07%)
As of 01:08PM EDT. Market open.
Show:
Income statement
Annual

Income statement

All numbers in thousands
Breakdown
ttm
31/12/2021
31/12/2020
31/12/2019
31/12/2018
Total revenue
62,190,000
53,823,000
31,536,000
24,578,000
21,461,268
Cost of revenue
45,339,000
40,217,000
24,906,000
20,509,000
17,419,247
Gross profit
16,851,000
13,606,000
6,630,000
4,069,000
4,042,021
Operating - expenses
Research - development
2,792,000
2,593,000
1,491,000
1,343,000
1,460,370
Selling - general and administrative
4,453,000
4,517,000
3,145,000
2,646,000
2,834,491
Total operating - expenses
7,245,000
7,110,000
4,636,000
3,989,000
4,294,861
Operating - income or loss
9,606,000
6,496,000
1,994,000
80,000
-252,840
Interest expense
333,000
371,000
748,000
685,000
663,071
Total - other income/expenses net
89,000
162,000
-122,000
-104,000
-113,367
Income before - tax
9,436,000
6,343,000
1,154,000
-665,000
-1,004,745
Income tax - expense
976,000
699,000
292,000
110,000
57,837
Income - from continuing operations
8,460,000
5,644,000
862,000
-775,000
-1,062,582
Net income
8,399,000
5,519,000
690,000
-862,000
-976,091
Net - income available to common shareholders
8,399,000
5,519,000
690,000
-862,000
-976,091
Basic EPS
-
5.60
0.74
-0.98
-1.14
Diluted EPS
-
4.90
0.64
-0.98
-1.14
Basic average - shares
-
986,000
933,000
885,000
852,625
Diluted - average shares
-
1,129,000
1,083,000
885,000
852,625
EBITDA
-
9,625,000
4,224,000
2,174,000
1,559,376
-
\n\n\n\n\n\n
\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n" - headers: - Age: - - '0' - Connection: - - close - Expect-CT: - - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only" - Transfer-Encoding: - - chunked - X-Content-Type-Options: - - nosniff - X-XSS-Protection: - - 1; mode=block - content-security-policy: - - sandbox allow-downloads allow-forms allow-modals allow-same-origin allow-scripts - allow-popups allow-popups-to-escape-sandbox allow-top-navigation-by-user-activation - allow-presentation; report-uri https://csp.yahoo.com/beacon/csp?src=yahoofinance; - report-to csp-endpoint; - content-type: - - text/html; charset=utf-8 - date: - - Fri, 24 Jun 2022 17:08:05 GMT - referrer-policy: - - no-referrer-when-downgrade - report-to: - - '{"group":"csp-endpoint","max-age":10886400,"endpoints":[{"url":"https://csp.yahoo.com/beacon/csp?src=yahoofinance"}]}' - server: - - ATS - strict-transport-security: - - max-age=15552000 - vary: - - Accept-Encoding - x-envoy-decorator-operation: - - finance-nodejs--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/* - x-envoy-upstream-service-time: - - '608' - x-frame-options: - - SAMEORIGIN - status: - code: 200 - message: OK version: 1 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml index f214d0cc8d5c..774d148e9494 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_key-kwargs_dict1].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 72071031db1454a6-MAN + - 722d6a6c1eba35d7-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:03 GMT + - Wed, 29 Jun 2022 08:50:38 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml index 6265fc27f5a5..a32d550c123b 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[False-display_overview-kwargs_dict0].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 720710309f2d3613-MAN + - 722d6a6a992a35f5-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:03 GMT + - Wed, 29 Jun 2022 08:50:37 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml index ba9cc21c4a5d..afa3f7e17c60 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict4].yaml @@ -13,88 +13,87 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAAwAAAP//7JxRb+O4Ecff+ymCPF8AzgxnSN5bsLsoCiz2Frvbvhz6oDi6xKgj52Rl - 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Jun 2022 17:08:01 GMT + - Wed, 29 Jun 2022 08:50:36 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml index 31318c45b03d..eeb93c341680 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].yaml @@ -13,58 +13,17 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA+zbW2+bSBQA4Pf9FZafizTnzL1vVi5SpKip4uzTqg8ExgkqHtwBp/VW+99X4Njb - psZmgKB4az8hNIfrwMeZM/7+x2g0Go3z1fw+S8fvR+O76fVk/G69NrR2Gaa3ZpG5Ih+/H/1VrS5/ - 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interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:02 GMT + - Wed, 29 Jun 2022 08:50:37 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].yaml index 6437e35f5a8e..650b886d3c2d 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].yaml @@ -13,59 +13,17 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA+yaS2/bOBDH7/spDJ9rgDN892bkAQQImiLOnhY9MBIdCytTLkV76y32uy8kx942 - 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CF-Cache-Status: - DYNAMIC CF-RAY: - - 7207102a09bee664-LHR + - 722d6a669b255499-MAN Connection: - keep-alive Content-Encoding: @@ -73,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:02 GMT + - Wed, 29 Jun 2022 08:50:37 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].yaml index 801ffa57b917..fdf9585b5c48 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].yaml @@ -13,39 +13,17 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAAwAAAP//tJdPb5xADMXv/RSIc8ayPf9zq5S99RApvVU90ISukDYkAfYQRf3uFSTa - drMtdjtaTggsHu+H5415+VBVVVWPz/ffHnb1ZVV/vvn0sb54vdr0/b7ZbZqh7/rtWF9WX5br8/Fy - OFsqv3fjbbO7aqZ20991/XZ+EiOzQWssvT3vUD20jw/D1N5trm/mQgvM9aHix8U/ipAhlkUCxFQg - gioRBmZH/y9DWSVjEJByATNKWh1LoUAm6mQIIrsCmaB2U9Jo5LUyvgiaU8kgYBEzq1QpamfWESsL - ANIFgGHgEi+o/fqZ6Xc3y9nXt0R92jfD1A675/OF6lz/q9IZRk38vitpx6m7b46CLbyvGffD49CN - 7Wuf5L/ev26H27afmu1S6RhcjPl8eX/sn8zpi5+EtneyfxvX/VPU+Y9A0Ra5x2wsKtyTIZS/PkEK - knuCQM6u+2fnlQTIAzOW7fgYtAwwyh1A4LzEACHHlNcZuEikXAUJiL0rY6BMAVpSIIhJn63MIMYk - rQNPVtkHGRznMw5lxwzIcBQZJHkpoCe3hsAg8ErJMQPDFjJREQNtHuCSB/KOH4PcBwEdS33gk44B - e4gpcBmDoGUw5wHLU48VIcxDuGUSEiEkZSKQ8wnYe1/GQZkJuGRCFjkwn77/n0A48sL2ELQDQnAZ - gk3hfH9RxxxIw8ERJ3lVWI/ClISBWdkPEWLhr+R6MPwEAAD//7yaXc4kNwhFV1QW/7b3v7HIJSVR - KzPDkfx13vuhOQUXuOYfCAeXPOYtBJ+GcqGaUSF0wRaxxUdkzjsMRTEcbYh+wDcLwmHurk9oBCyK - R5cN1dx3JJg6nF8GIpELgNA1vQHh2yZtmLJHldf3zI9PEPqH5Pm3MhbomSGeDQfRmZBDDPepVxSo - 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b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml index 9b92ac8f8074..c1c8e26c1b4b 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_earnings-kwargs_dict9].yaml @@ -23,7 +23,7 @@ interactions: CF-Cache-Status: - DYNAMIC CF-RAY: - - 7207102f2f65d208-MAN + - 722d6a696b32549a-MAN Connection: - keep-alive Content-Encoding: @@ -31,7 +31,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:03 GMT + - Wed, 29 Jun 2022 08:50:37 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml index e04475a9b376..110294e4a2d7 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict2].yaml @@ -13,71 +13,70 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA6zaX2/bNhAA8Pd9iiDPFcC749++ZW1XFBjaYWmfhj24NpMKsKlMUoJ2xb77INlx - 00QnHRn7KTBODEVKv9zx8v2Xs7Ozs/Pu2+5zsz1/eXb+8fL3i/MX+29XKd2utn/Gm6btu/OXZ3+N - Xw+f78efxsCruluvtq9XfXyTNnW6HgZChVABVgSH4Y7R7Thg3Ly6bduY1t+G6E+Xrx+HXbdN1/3R - Nld1P0QAWWXV+Hkc2Tf9MM27mG7jEGrII02Hrpuu/3D1IFYrBMfHNldvm2bTXaTNZWzv6nXsLpvt 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a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict3].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_income_statement-kwargs_dict3].yaml @@ -13,69 +13,70 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAAwAAAP//tNpfb9s2EADw932KIM8VwLvj375lbVcUGNph6Z6GPbg2kwqwqUxSgnbF - vvtg2XHTWCcdaS9PRnBmKFL65Y6nbz9dXFxcXHZfN5+a9eXLi8uP179eXb7Y/XaR0v1i/Xu8a9q+ - u3x58efw6+3Pt8OnIfCm7paL9etFH9+kVZ1utwOhQqgAK4L9cIfodhgwrl7dt21My6/b6D+uXz8P - u22brvutbW7qfhsBZJVVw8/zyL7pt9N8iOk+bkMNeaTx0GXT9R9unsRqheD42ObmbdOsuqu0uo7t - Q72M3XWzXm2/SE6Pf625i+2ir9Ptu7RsNsMfsYabTxfX6zrdvo0ptov1VVpdrTZ1qrt+O8TDboaG - m2Abu7hol5+v0up1fIjr5m4T07BYaALNzO7Nl7uYurjd10unPBNep4fY9dthd1fzPg7jG2YnUuzf - pT62seu/X31FDrjRn8dyAz9G7me92wBm1NSkkUkYwyxI/zm275v04XjbgJjvrOJdG5f1oq+bNASG - /VQmI7e7u2navv7n8EVt2evdTuLneNO08ePiy3ATIfip4I+LL09Wx4YwvZLDTfNJtqBxv5C/tM3m - 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max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml index 0cc9a5cb1f6c..95bb006364b4 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_key-kwargs_dict1].yaml @@ -13,33 +13,33 @@ interactions: response: body: string: !!binary | - H4sIAAAAAAAAA3RUUXOjNhB+v1+xk5m2dzOEERCTuG/E5nKeS2KfIbnJowwbUCMkKgnnaKf/vSMZ - sJNeeWFmv2+1n3a/1d8fAADOsr7ZSX72O5zl2W1y5h2iidZo8r5FCyxk00gBmZHFy0i4p43DctSc - wkoUI7BEXSjWGibFhHuW4APTQAUkDSpWUAHIsTCKFbDHmhUcgYoSCo4WEqiqHgrZtFT0sKMaS2AC - 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7207101ab8e3549f-MAN + - 722d6a5a6a00549a-MAN Connection: - keep-alive Content-Encoding: @@ -47,7 +47,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:08:00 GMT + - Wed, 29 Jun 2022 08:50:35 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml index 504d857dc087..36864f4a30ab 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_av_view/test_check_output[True-display_overview-kwargs_dict0].yaml @@ -13,33 +13,33 @@ interactions: response: body: string: !!binary | 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Hcnu0LhdYeBPx7Ynj5nsa3DOgT+9PsdOuzyZ+mSUdYOGulh+cGrKJPyO+PKFldVRx1XkX83fgnfy + 9Tg84l9NR4gsabeWBybK+ID24XJzmU380xWE5KekeRD6ZAzk1ldvWqMNFQUTpdNBoikJ3q7A8TaW + 1ByfOinw9AT+FP3w738AAAD//wMATUpKLbwIAAA= headers: Allow: - GET, HEAD, OPTIONS CF-Cache-Status: - DYNAMIC CF-RAY: - - 720710191d94e597-MAN + - 722d6a573b7035bf-MAN Connection: - keep-alive Content-Encoding: @@ -47,7 +47,7 @@ interactions: Content-Type: - application/json Date: - - Fri, 24 Jun 2022 17:07:59 GMT + - Wed, 29 Jun 2022 08:50:35 GMT Expect-CT: - max-age=604800, report-uri="https://report-uri.cloudflare.com/cdn-cgi/beacon/expect-ct" Server: diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt index 8a00570316bf..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict4].txt @@ -1,33 +1 @@ No data found from Alpha Vantage - 31/12/2021 31/12/2020 31/12/2019 31/12/2018 -Cash And Cash Equivalents 17,576,000 19,384,000 6,268,000 3,685,618 -Other Short-Term Investments 131,000 - - - -Total Cash 17,707,000 19,384,000 6,268,000 3,685,618 -Net Receivables 1,913,000 1,886,000 1,324,000 949,022 -Inventory 5,757,000 4,101,000 3,552,000 3,113,446 -Total Current Assets 27,100,000 26,717,000 12,103,000 8,306,308 -Gross Property, Plant And Equipment 39,094,000 29,447,000 31,925,000 22,885,847 -Accumulated Depreciation -7,918,000 -6,072,000 -11,726,000 -3,194,616 -Net Property, Plant And Equipment 31,176,000 23,375,000 20,199,000 19,691,231 -Goodwill 200,000 207,000 198,000 68,159 -Intangible Assets 1,517,000 313,000 339,000 282,492 -Other Long-Term Assets 2,138,000 1,536,000 1,077,000 969,876 -Total Non-Current Assets 35,031,000 25,431,000 22,206,000 21,433,306 -Total Assets 62,131,000 52,148,000 34,309,000 29,739,614 -Current Debt 1,088,000 1,758,000 1,399,000 2,221,985 -Accounts Payable 10,025,000 6,051,000 3,771,000 3,404,451 -Accrued Liabilities 3,670,000 2,134,000 1,534,000 1,121,670 -Deferred Revenues 2,372,000 2,210,000 1,889,000 1,422,893 -Other Current Liabilities 294,000 241,000 520,000 875,460 -Total Current Liabilities 19,705,000 14,248,000 10,667,000 9,992,136 -Long-Term Debt 4,254,000 8,513,000 10,402,000 8,410,490 -Deferred Tax Liabilities 24,000 151,000 - - -Deferred Revenues 2,052,000 1,284,000 1,207,000 990,873 -Other Long-Term Liabilities 320,000 436,000 408,000 636,409 -Total Non-Current Liabilities 10,843,000 14,221,000 15,532,000 13,433,874 -Total Liabilities 30,548,000 28,469,000 26,199,000 23,426,010 -Common Stock 1,000 1,000 0 173 -Retained Earnings 331,000 -5,399,000 -6,083,000 -5,317,832 -Accumulated Other Comprehensive Income 54,000 363,000 -36,000 -8,218 -Total Stockholders' Equity 30,189,000 22,225,000 6,618,000 4,923,243 -Total Liabilities And Stockholders' Equity 62,131,000 52,148,000 34,309,000 29,739,614 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt index 8a00570316bf..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_balance_sheet-kwargs_dict5].txt @@ -1,33 +1 @@ No data found from Alpha Vantage - 31/12/2021 31/12/2020 31/12/2019 31/12/2018 -Cash And Cash Equivalents 17,576,000 19,384,000 6,268,000 3,685,618 -Other Short-Term Investments 131,000 - - - -Total Cash 17,707,000 19,384,000 6,268,000 3,685,618 -Net Receivables 1,913,000 1,886,000 1,324,000 949,022 -Inventory 5,757,000 4,101,000 3,552,000 3,113,446 -Total Current Assets 27,100,000 26,717,000 12,103,000 8,306,308 -Gross Property, Plant And Equipment 39,094,000 29,447,000 31,925,000 22,885,847 -Accumulated Depreciation -7,918,000 -6,072,000 -11,726,000 -3,194,616 -Net Property, Plant And Equipment 31,176,000 23,375,000 20,199,000 19,691,231 -Goodwill 200,000 207,000 198,000 68,159 -Intangible Assets 1,517,000 313,000 339,000 282,492 -Other Long-Term Assets 2,138,000 1,536,000 1,077,000 969,876 -Total Non-Current Assets 35,031,000 25,431,000 22,206,000 21,433,306 -Total Assets 62,131,000 52,148,000 34,309,000 29,739,614 -Current Debt 1,088,000 1,758,000 1,399,000 2,221,985 -Accounts Payable 10,025,000 6,051,000 3,771,000 3,404,451 -Accrued Liabilities 3,670,000 2,134,000 1,534,000 1,121,670 -Deferred Revenues 2,372,000 2,210,000 1,889,000 1,422,893 -Other Current Liabilities 294,000 241,000 520,000 875,460 -Total Current Liabilities 19,705,000 14,248,000 10,667,000 9,992,136 -Long-Term Debt 4,254,000 8,513,000 10,402,000 8,410,490 -Deferred Tax Liabilities 24,000 151,000 - - -Deferred Revenues 2,052,000 1,284,000 1,207,000 990,873 -Other Long-Term Liabilities 320,000 436,000 408,000 636,409 -Total Non-Current Liabilities 10,843,000 14,221,000 15,532,000 13,433,874 -Total Liabilities 30,548,000 28,469,000 26,199,000 23,426,010 -Common Stock 1,000 1,000 0 173 -Retained Earnings 331,000 -5,399,000 -6,083,000 -5,317,832 -Accumulated Other Comprehensive Income 54,000 363,000 -36,000 -8,218 -Total Stockholders' Equity 30,189,000 22,225,000 6,618,000 4,923,243 -Total Liabilities And Stockholders' Equity 62,131,000 52,148,000 34,309,000 29,739,614 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt index 4ae1b27081e5..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict6].txt @@ -1,27 +1 @@ No data found from Alpha Vantage - ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 -Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 -Depreciation & Amortisation 3,170,000 2,911,000 2,322,000 2,154,000 1,901,050 -Stock-Based Compensation 1,925,000 2,121,000 1,734,000 898,000 749,024 -Change In Working Capital -72,000 518,000 184,000 -349,000 57,951 -Accounts Receivable -515,000 -130,000 -652,000 -367,000 -496,732 -Inventory -2,236,000 -1,709,000 -422,000 -429,000 -1,023,264 -Other Working Capital 6,916,000 3,483,000 2,701,000 968,000 -221,714 -Other Non-Cash Items 253,000 245,000 408,000 186,000 207,237 -Net Cash Provided By Operating Activities 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 -Investments In Property, Plant And Equipment -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 -Acquisitions, Net - 0 -13,000 -45,000 -17,912 -Purchases Of Investments -518,000 -132,000 - - - -Sales/Maturities Of Investments - - - - 0 -Other Investing Activities - 6,000 123,000 46,000 - -Net Cash Used For Investing Activities -7,453,000 -7,868,000 -3,132,000 -1,436,000 -2,337,428 -Debt Repayment -12,538,000 -14,615,000 -12,201,000 -9,871,000 -6,087,029 -Common Stock Issued - 0 12,269,000 848,000 0 -Other Financing Activities -189,000 -178,000 -225,000 -554,000 188,900 -Net Cash Used Provided By (Used For) Financing Activities -6,101,000 -5,203,000 9,973,000 1,529,000 573,755 -Net Change In Cash 317,000 -1,757,000 13,118,000 2,506,000 311,429 -Cash At Beginning Of Period 17,723,000 19,901,000 6,783,000 4,277,000 3,964,959 -Cash At End Of Period 18,020,000 18,144,000 19,901,000 6,783,000 4,276,388 -Operating Cash Flow 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 -Capital Expenditure -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 -Free Cash Flow 6,916,000 3,483,000 2,701,000 968,000 -221,714 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt index 4ae1b27081e5..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_cash_flow-kwargs_dict7].txt @@ -1,27 +1 @@ No data found from Alpha Vantage - ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 -Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 -Depreciation & Amortisation 3,170,000 2,911,000 2,322,000 2,154,000 1,901,050 -Stock-Based Compensation 1,925,000 2,121,000 1,734,000 898,000 749,024 -Change In Working Capital -72,000 518,000 184,000 -349,000 57,951 -Accounts Receivable -515,000 -130,000 -652,000 -367,000 -496,732 -Inventory -2,236,000 -1,709,000 -422,000 -429,000 -1,023,264 -Other Working Capital 6,916,000 3,483,000 2,701,000 968,000 -221,714 -Other Non-Cash Items 253,000 245,000 408,000 186,000 207,237 -Net Cash Provided By Operating Activities 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 -Investments In Property, Plant And Equipment -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 -Acquisitions, Net - 0 -13,000 -45,000 -17,912 -Purchases Of Investments -518,000 -132,000 - - - -Sales/Maturities Of Investments - - - - 0 -Other Investing Activities - 6,000 123,000 46,000 - -Net Cash Used For Investing Activities -7,453,000 -7,868,000 -3,132,000 -1,436,000 -2,337,428 -Debt Repayment -12,538,000 -14,615,000 -12,201,000 -9,871,000 -6,087,029 -Common Stock Issued - 0 12,269,000 848,000 0 -Other Financing Activities -189,000 -178,000 -225,000 -554,000 188,900 -Net Cash Used Provided By (Used For) Financing Activities -6,101,000 -5,203,000 9,973,000 1,529,000 573,755 -Net Change In Cash 317,000 -1,757,000 13,118,000 2,506,000 311,429 -Cash At Beginning Of Period 17,723,000 19,901,000 6,783,000 4,277,000 3,964,959 -Cash At End Of Period 18,020,000 18,144,000 19,901,000 6,783,000 4,276,388 -Operating Cash Flow 13,851,000 11,497,000 5,943,000 2,405,000 2,097,802 -Capital Expenditure -6,935,000 -8,014,000 -3,242,000 -1,437,000 -2,319,516 -Free Cash Flow 6,916,000 3,483,000 2,701,000 968,000 -221,714 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt index 173bd5d42d2a..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict2].txt @@ -1,21 +1 @@ No data found from Alpha Vantage - ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 -Total Revenue 62,190,000 53,823,000 31,536,000 24,578,000 21,461,268 -Cost Of Revenue 45,339,000 40,217,000 24,906,000 20,509,000 17,419,247 -Gross Profit 16,851,000 13,606,000 6,630,000 4,069,000 4,042,021 -Research Development 2,792,000 2,593,000 1,491,000 1,343,000 1,460,370 -Selling General And Administrative 4,453,000 4,517,000 3,145,000 2,646,000 2,834,491 -Total Operating Expenses 7,245,000 7,110,000 4,636,000 3,989,000 4,294,861 -Operating Income Or Loss 9,606,000 6,496,000 1,994,000 80,000 -252,840 -Interest Expense 333,000 371,000 748,000 685,000 663,071 -Total Other Income/Expenses Net 89,000 162,000 -122,000 -104,000 -113,367 -Income Before Tax 9,436,000 6,343,000 1,154,000 -665,000 -1,004,745 -Income Tax Expense 976,000 699,000 292,000 110,000 57,837 -Income From Continuing Operations 8,460,000 5,644,000 862,000 -775,000 -1,062,582 -Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 -Net Income Available To Common Shareholders 8,399,000 5,519,000 690,000 -862,000 -976,091 -Basic Eps - 5.60 0.74 -0.98 -1.14 -Diluted Eps - 4.90 0.64 -0.98 -1.14 -Basic Average Shares - 986,000 933,000 885,000 852,625 -Diluted Average Shares - 1,129,000 1,083,000 885,000 852,625 -Ebitda - 9,625,000 4,224,000 2,174,000 1,559,376 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt index 173bd5d42d2a..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[False-display_income_statement-kwargs_dict3].txt @@ -1,21 +1 @@ No data found from Alpha Vantage - ttm 31/12/2021 31/12/2020 31/12/2019 31/12/2018 -Total Revenue 62,190,000 53,823,000 31,536,000 24,578,000 21,461,268 -Cost Of Revenue 45,339,000 40,217,000 24,906,000 20,509,000 17,419,247 -Gross Profit 16,851,000 13,606,000 6,630,000 4,069,000 4,042,021 -Research Development 2,792,000 2,593,000 1,491,000 1,343,000 1,460,370 -Selling General And Administrative 4,453,000 4,517,000 3,145,000 2,646,000 2,834,491 -Total Operating Expenses 7,245,000 7,110,000 4,636,000 3,989,000 4,294,861 -Operating Income Or Loss 9,606,000 6,496,000 1,994,000 80,000 -252,840 -Interest Expense 333,000 371,000 748,000 685,000 663,071 -Total Other Income/Expenses Net 89,000 162,000 -122,000 -104,000 -113,367 -Income Before Tax 9,436,000 6,343,000 1,154,000 -665,000 -1,004,745 -Income Tax Expense 976,000 699,000 292,000 110,000 57,837 -Income From Continuing Operations 8,460,000 5,644,000 862,000 -775,000 -1,062,582 -Net Income 8,399,000 5,519,000 690,000 -862,000 -976,091 -Net Income Available To Common Shareholders 8,399,000 5,519,000 690,000 -862,000 -976,091 -Basic Eps - 5.60 0.74 -0.98 -1.14 -Diluted Eps - 4.90 0.64 -0.98 -1.14 -Basic Average Shares - 986,000 933,000 885,000 852,625 -Diluted Average Shares - 1,129,000 1,083,000 885,000 852,625 -Ebitda - 9,625,000 4,224,000 2,174,000 1,559,376 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt index a856261b7184..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_balance_sheet-kwargs_dict5].txt @@ -1,38 +1 @@ -fiscalDateEnding 2017-12-31 2018-12-31 2019-12-31 2020-12-31 2021-12-31 -Reported Currency USD USD USD USD USD -Total Assets 28.655 B 29.740 B 34.309 B 52.148 B 62.131 B -Total Current Assets 6.571 B 8.307 B 12.103 B 26.717 B 27.100 B -Cash And Cash Equivalents At Carrying Value 3.368 B 3.686 B 6.268 B 19.384 B 17.576 B -Cash And Short Term Investments 3.368 B 3.686 B 6.268 B 19.384 B 17.707 B -Inventory 2.264 B 3.113 B 3.552 B 4.101 B 5.757 B -Current Net Receivables 515.381 M 949.022 M 1.324 B 1.895 B 1.924 B -Total Non Current Assets 11.621 B 13.072 B 15.251 B 18.134 B 25.281 B -Property Plant Equipment 10.028 B 11.330 B 10.396 B 12.747 B 18.884 B -Accumulated Depreciation Amortization Ppe 1.724 B 2.699 B 3.734 B 5.117 B 6.731 B -Intangible Assets 421.739 M 350 M 537 M 520 M 457 M -Intangible Assets Excluding Goodwill 361.502 M 282 M 339 M 313 M 257 M -Goodwill 60.237 M 68 M 198 M 207 M 200 M -Investments None None None None 131 M -Long Term Investments 456.652 M 421.548 M 1 M None None -Short Term Investments 155.323 M 192.551 M None None 131 M -Other Current Assets 423.688 M 558.222 M 959 M 1.346 B 1.723 B -Other Non Currrent Assets 273.123 M 572 M 1.470 B 1.536 B 2.138 B -Total Liabilities 23.023 B 23.427 B 26.199 B 28.418 B 30.548 B -Total Current Liabilities 7.675 B 9.993 B 10.667 B 14.248 B 19.705 B -Current Accounts Payable 2.390 B 3.405 B 3.771 B 6.051 B 10.025 B -Deferred Revenue 2.193 B 2.504 B 3.842 B 4.668 B 5.881 B -Current Debt 799.849 M 2.222 B 1.399 B 1.758 B 1.088 B -Short Term Debt 3.300 M 2.711 B 785 M 1.384 B 587 M -Total Non Current Liabilities 13.083 B 13.164 B 6.050 B 6.962 B 8.260 B -Capital Lease Obligations 1.801 B 1.856 B 1.232 B 1.094 B 991 M -Long Term Debt 8.829 B 8.411 B 10.402 B 8.462 B 4.254 B -Current Long Term Debt 796.549 M 2.568 B 228 M 2.132 B 1.088 B -Long Term Debt Noncurrent None None None None None -Short Long Term Debt Total 8.832 B 8.410 B 11.187 B 9.846 B 4.841 B -Other Current Liabilities 130.565 M 372 M 260 M 264 M 310 M -Other Non Current Liabilities 2.443 B 2.710 B 2.691 B 3.330 B 3.546 B -Total Shareholder Equity 4.237 B 4.923 B 6.618 B 22.225 B 30.189 B -Treasury Stock None None None None None -Retained Earnings -4.974 B -5.318 B -6.083 B -5.399 B 331 M -Common Stock 169 K 0 1 M 1 M 1 M -Common Stock Shares Outstanding 168.797 M 172.603 M 181 M 960 M 1.033 B +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt index cb4c2c1ddaba..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict6].txt @@ -1,29 +1 @@ -fiscalDateEnding 2021-03-31 2021-06-30 2021-09-30 2021-12-31 2022-03-31 -Reported Currency USD USD USD USD USD -Operating Cashflow 1.641 B 2.124 B 3.147 B 4.585 B 3.995 B -Payments For Operating Activities None None None None None -Proceeds From Operating Activities None None None None None -Change In Operating Liabilities 857 M 1.061 B 1.545 B 2.384 B 1.598 B -Change In Operating Assets -441 M 1.831 B 964 M -5.755 B 1.942 B -Depreciation Depletion And Amortization 426 M 462 M 496 M 997 M 552 M -Capital Expenditures 2.848 B 1.505 B 1.819 B 1.810 B 1.767 B -Change In Receivables -24 M 307 M -135 M -278 M 409 M -Change In Inventory 106 M 581 M 488 M -2.884 B 633 M -Profit Loss 464 M 1.178 B 1.659 B 2.343 B 3.280 B -Cashflow From Investment -2.582 B -1.515 B -1.855 B -1.916 B -2.167 B -Cashflow From Financing -1.016 B -1.549 B -1.381 B -1.257 B -1.914 B -Proceeds From Repayments Of Short Term Debt 0 0 0 0 0 -Payments For Repurchase Of Common Stock None None None None None -Payments For Repurchase Of Equity 0 0 0 0 0 -Payments For Repurchase Of Preferred Stock None None None None None -Dividend Payout None None None None None -Dividend Payout Common Stock None None None None None -Dividend Payout Preferred Stock None None None None None -Proceeds From Issuance Of Common Stock 0 0 0 0 0 -Proceeds From Issuance Of Long Term Debt And Capital Securities Net 0 0 0 0 0 -Proceeds From Issuance Of Preferred Stock 0 0 0 0 0 -Proceeds From Repurchase Of Equity 183 M 70 M 192 M 262 M 202 M -Proceeds From Sale Of Treasury Stock None None None None None -Change In Cash And Cash Equivalents -1.957 B 1.639 B 2.154 B 1.412 B -86 M -Change In Exchange Rate None None None None None -Net Income 438 M 1.142 B 1.618 B 2.321 B 3.318 B +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt index bfb903233793..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_cash_flow-kwargs_dict7].txt @@ -1,29 +1 @@ -fiscalDateEnding 2017-12-31 2018-12-31 2019-12-31 2020-12-31 2021-12-31 -Reported Currency USD USD USD USD USD -Operating Cashflow -61 M 2.098 B 2.405 B 5.943 B 11.497 B -Payments For Operating Activities 248.266 M 443.545 M 1.009 B 1.115 B 1.532 B -Proceeds From Operating Activities None None None None None -Change In Operating Liabilities 639.372 M 2.289 B 1.592 B 2.918 B 5.847 B -Change In Operating Assets 275.569 M 1.602 B 969 M 1.669 B -3.401 B -Depreciation Depletion And Amortization 769.300 M 1.269 B 1.901 B 2.149 B 2.381 B -Capital Expenditures 3.415 B 2.101 B 1.332 B 3.167 B 7.982 B -Change In Receivables 24.635 M 496.732 M 367 M 652 M -130 M -Change In Inventory 179 M 1.023 B 429 M 422 M -1.709 B -Profit Loss -2.241 B -1.063 B -775 M 862 M 5.644 B -Cashflow From Investment -4.196 B -2.337 B -1.436 B -3.132 B -7.868 B -Cashflow From Financing 4.415 B 574 M 1.529 B 9.973 B -5.203 B -Proceeds From Repayments Of Short Term Debt 511.321 M None None None None -Payments For Repurchase Of Common Stock None None None None None -Payments For Repurchase Of Equity 230.385 M 11 K None None None -Payments For Repurchase Of Preferred Stock None None None None None -Dividend Payout None None None None None -Dividend Payout Common Stock None None None None None -Dividend Payout Preferred Stock None None None None None -Proceeds From Issuance Of Common Stock 400 M None 848 M 12.269 B 0 -Proceeds From Issuance Of Long Term Debt And Capital Securities Net None None None None None -Proceeds From Issuance Of Preferred Stock 52.883 M None 174 M None None -Proceeds From Repurchase Of Equity 481.789 M 295.711 M 1.285 B 12.686 B 707 M -Proceeds From Sale Of Treasury Stock None None None None None -Change In Cash And Cash Equivalents -25.302 M 334.129 M 2.498 B 12.784 B -1.574 B -Change In Exchange Rate 39.455 M None None None None -Net Income -1.962 B -976 M -862 M 721 M 5.519 B +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt index 6fa4ae94cafc..7caf55a43f31 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_earnings-kwargs_dict8].txt @@ -1,6 +1 @@ - Fiscal Date Ending Reported Date Reported EPS Estimated EPS Surprise Surprise Percentage -0 2022-03-31 2022-04-20 3.22 2.26 0.96 42.4779 -1 2021-12-31 2022-01-26 2.54 2.37 0.17 7.173 -2 2021-09-30 2021-10-20 1.86 1.6143 0.2457 15.2202 -3 2021-06-30 2021-07-26 1.45 0.9789 0.4711 48.1254 -4 2021-03-31 2021-04-26 0.93 0.7787 0.1513 19.4298 +No data found from Alpha Vantage diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt index d597923a459b..80a10e79ca40 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_key-kwargs_dict1].txt @@ -1,13 +1,13 @@ 0 -Market capitalization 730.605 B +Market capitalization 761.219 B EBITDA 12.702 B EPS 7.4 -PE ratio 95.3 +PE ratio 99.29 PEG ratio 1.657 Price to book ratio 21.61 Return on equity TTM 0.283 -Price to sales ratio TTM 11.75 +Price to sales ratio TTM 12.24 Dividend yield 0 -50 day moving average 796.32 +50 day moving average 785.57 Analyst target price 905.97 Beta 2.132 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt index 908e454a9294..4b98f677b9e6 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_av_view/test_check_output[True-display_overview-kwargs_dict0].txt @@ -11,9 +11,9 @@ Industry MOTOR VEHICLES & PASSENGER CAR BODIES Address 3500 DEER CREEK RD, PALO ALTO, CA, US Fiscal year end December Latest quarter 2022-03-31 -Market capitalization 730.605 B +Market capitalization 761.219 B EBITDA 12.702 B -PE ratio 95.3 +PE ratio 99.29 PEG ratio 1.657 Book value 32.9 Dividend per share 0 @@ -30,17 +30,17 @@ Diluted EPS TTM 7.4 Quarterly earnings growth YOY 6.32 Quarterly revenue growth YOY 0.805 Analyst target price 905.97 -Trailing PE 95.3 +Trailing PE 99.29 Forward PE 59.52 -Price to sales ratio TTM 11.75 +Price to sales ratio TTM 12.24 Price to book ratio 21.61 EV to revenue 11.67 EV to EBITDA 56.09 Beta 2.132 52 week high 1243.49 52 week low 620.46 -50 day moving average 796.32 -200 day moving average 912.25 +50 day moving average 785.57 +200 day moving average 912.06 Shares outstanding 1.036 B Dividend date None Ex dividend date None diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_fa_controller/test_print_help.txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_fa_controller/test_print_help.txt index e5b1ce22260c..dcbc08d9d029 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_fa_controller/test_print_help.txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_fa_controller/test_print_help.txt @@ -17,11 +17,11 @@ Ticker: TSLA splits stock split and reverse split events since IPO [Yahoo Finance] web open web browser of the company [Yahoo Finance] hq open HQ location of the company [Yahoo Finance] - income income statements of the company [Alpha Vantage / Polygon] - balance balance sheet of the company [Alpha Vantage / Polygon] + income income statements of the company [Alpha Vantage / Polygon / Yahoo Finance] + balance balance sheet of the company [Alpha Vantage / Polygon / Yahoo Finance] overview overview of the company [Alpha Vantage] key company key metrics [Alpha Vantage] - cash cash flow of the company [Alpha Vantage] + cash cash flow of the company [Alpha Vantage / Yahoo Finance] earnings earnings dates and reported EPS [Alpha Vantage] fraud key fraud ratios [Alpha Vantage] dupont detailed breakdown for return on equity [Alpha Vantage] From d2530ecaab226f09a9509987682f8272e96fad6f Mon Sep 17 00:00:00 2001 From: colin99d Date: Wed, 29 Jun 2022 09:03:45 -0400 Subject: [PATCH 21/25] Updated polygon model and fixed tests --- .../stocks/fundamental_analysis/av_model.py | 41 +- .../fundamental_analysis/polygon_model.py | 47 +- ...k_output[get_financials-kwargs_dict0].yaml | 474 ++++++++--------- ...k_output[get_financials-kwargs_dict2].yaml | 477 +++++++++--------- ...ck_output[get_financials-kwargs_dict0].csv | 26 +- ...ck_output[get_financials-kwargs_dict2].csv | 44 +- ...ck_output[get_financials-kwargs_dict3].csv | 2 +- ...st_display_fundamentals[balance-False].txt | 1 - ...est_display_fundamentals[balance-True].txt | 27 +- ...est_display_fundamentals[income-False].txt | 3 +- ...test_display_fundamentals[income-True].txt | 45 +- 11 files changed, 590 insertions(+), 597 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index 72164410b425..2af875caa47e 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -175,31 +175,28 @@ def get_income_statements( # If the returned data was unsuccessful if "Error Message" in response_json: console.print(response_json["Error Message"]) - else: - # check if json is empty - if not response_json: - console.print("No data found from Alpha Vantage, looking in Yahoo Finance") - return yahoo_finance_model.get_financials(ticker, financial="financials") - else: - statements = response_json - df_fa = pd.DataFrame() + return pd.DataFrame() + if not response_json: + console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + return yahoo_finance_model.get_financials(ticker, financial="financials") + statements = response_json + df_fa = pd.DataFrame() - if quarterly: - if "quarterlyReports" in statements: - df_fa = pd.DataFrame(statements["quarterlyReports"]) - else: - if "annualReports" in statements: - df_fa = pd.DataFrame(statements["annualReports"]) + if quarterly: + if "quarterlyReports" in statements: + df_fa = pd.DataFrame(statements["quarterlyReports"]) + else: + if "annualReports" in statements: + df_fa = pd.DataFrame(statements["annualReports"]) - if df_fa.empty: - console.print("No data found from Alpha Vantage") - return pd.DataFrame() + if df_fa.empty: + console.print("No data found from Alpha Vantage") + return pd.DataFrame() - df_fa = df_fa.set_index("fiscalDateEnding") - df_fa = df_fa.head(number) - df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) - return df_fa[::-1].T - return pd.DataFrame() + df_fa = df_fa.set_index("fiscalDateEnding") + df_fa = df_fa.head(number) + df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) + return df_fa[::-1].T @log_start_end(log=logger) diff --git a/openbb_terminal/stocks/fundamental_analysis/polygon_model.py b/openbb_terminal/stocks/fundamental_analysis/polygon_model.py index 6497f87c4fdd..e9cbe91d67bf 100644 --- a/openbb_terminal/stocks/fundamental_analysis/polygon_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/polygon_model.py @@ -41,6 +41,10 @@ def get_financials( f"&apiKey={cfg.API_POLYGON_KEY}" ).json() + if financial == "cash" and quarterly: + console.print( + "[red]Quarterly information not available for statement of cash flows[/red]\n" + ) if financial not in ["balance", "income", "cash"]: console.print("financial must be 'balance' or 'income'.\n") return pd.DataFrame() @@ -85,20 +89,21 @@ def get_financials( income_statements = income_statements[["value"]] income_statements.columns = [single_thing["filing_date"]] - cash_flows = pd.concat( - [ - pd.DataFrame(), - pd.DataFrame.from_dict( - single_thing["financials"]["cash_flow_statement"], - orient="index", - ), - ], - axis=1, - ) - cash_flows = cash_flows[["value"]] - cash_flows.columns = [single_thing["filing_date"]] - - first = False + if not quarterly: + cash_flows = pd.concat( + [ + pd.DataFrame(), + pd.DataFrame.from_dict( + single_thing["financials"]["cash_flow_statement"], + orient="index", + ), + ], + axis=1, + ) + cash_flows = cash_flows[["value"]] + cash_flows.columns = [single_thing["filing_date"]] + + first = False else: values = pd.DataFrame( pd.DataFrame.from_dict( @@ -115,12 +120,14 @@ def get_financials( ) income_statements = pd.concat([income_statements, values], axis=1) - values = pd.DataFrame( - pd.DataFrame.from_dict( - single_thing["financials"]["cash_flow_statement"], orient="index" - ).value - ) - cash_flows = pd.concat([cash_flows, values], axis=1) + if not quarterly: + values = pd.DataFrame( + pd.DataFrame.from_dict( + single_thing["financials"]["cash_flow_statement"], + orient="index", + ).value + ) + cash_flows = pd.concat([cash_flows, values], axis=1) if financial == "balance": return balance_sheets if financial == "income": diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_polygon_model/test_check_output[get_financials-kwargs_dict0].yaml b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_polygon_model/test_check_output[get_financials-kwargs_dict0].yaml index c540d93a8670..fdeb0f6a827b 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_polygon_model/test_check_output[get_financials-kwargs_dict0].yaml +++ b/tests/openbb_terminal/stocks/fundamental_analysis/cassettes/test_polygon_model/test_check_output[get_financials-kwargs_dict0].yaml @@ -13,240 +13,242 @@ interactions: response: body: string: !!binary | - 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diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict0].csv b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict0].csv index fa9f2ec3db40..217096e2b301 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict0].csv +++ b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict0].csv @@ -1,14 +1,12 @@ 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-other_than_fixed_noncurrent_assets,232482000000.0,228037000000.0,215417000000.0,215693000000.0,199948000000.0,177279000000.0,176647000000.0,177387000000.0,187266000000.0,218652000000.0,232891000000.0,195319000000.0,202372000000.0,229305000000.0,203012000000.0,205379000000.0,201299000000.0,186393000000.0,194482000000.0,194765000000.0,181049000000.0,173152000000.0,158099000000.0,136986000000.0,120328000000.0,129349000000.0,115310000000.0,116380000000.0,108318000000.0,100466000000.0,91375000000.0,,,,,,,, -commitments_and_contingencies,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,0.0 +,2009-07-22 +current_liabilities,16661000000.0 +noncurrent_assets,12970000000.0 +equity_attributable_to_noncontrolling_interest,0.0 +liabilities,22252000000.0 +current_assets,35170000000.0 +liabilities_and_equity,48140000000.0 +equity,25888000000.0 +assets,48140000000.0 +equity_attributable_to_parent,25888000000.0 +noncurrent_liabilities,5591000000.0 +commitments_and_contingencies,0.0 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict2].csv b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict2].csv index cc980a60a1b7..ee2a17d8e6c7 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict2].csv +++ b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict2].csv @@ -1,23 +1,21 @@ -,2022-04-29,2022-01-28,2021-07-28,2021-04-29,2021-01-28,2020-07-31,2020-05-01,2020-01-29,2019-07-31,2019-05-01,2019-01-30,2018-08-01,2018-05-02,2018-02-02,2017-08-02,2017-05-03,2017-02-01,2016-07-27,2016-04-27,2016-01-27,2015-07-22,2015-04-28,2015-01-28,2014-07-23,2014-04-24,2014-01-28,2013-07-24,2013-04-24,2013-01-24,2012-07-25,2012-04-25,2012-01-25,2011-07-20,2011-04-21,2011-01-19,2010-07-21,2010-04-21,2010-01-25,2009-07-22 -net_income_loss_attributable_to_noncontrolling_interest,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0 -participating_securities_distributed_and_undistributed_earnings_loss_basic,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0 -net_income_loss,25010000000.0,34630000000.0,21744000000.0,23630000000.0,28755000000.0,11253000000.0,11249000000.0,22236000000.0,10044000000.0,11561000000.0,19965000000.0,11519000000.0,13822000000.0,20065000000.0,8717000000.0,11029000000.0,17891000000.0,7796000000.0,10516000000.0,18361000000.0,10677000000.0,13569000000.0,18024000000.0,7748000000.0,10223000000.0,13072000000.0,6900000000.0,9547000000.0,13078000000.0,8824000000.0,11622000000.0,13064000000.0,7308000000.0,5987000000.0,6004000000.0,3253000000.0,3074000000.0,3378000000.0,1229000000.0 -diluted_earnings_per_share,1.52,2.1,1.3,1.4,1.68,2.58,2.55,4.99,2.18,2.46,4.18,2.34,2.73,3.89,1.67,2.1,3.36,1.42,1.9,3.28,1.85,2.33,3.06,1.28,11.62,14.5,7.47,10.09,13.81,9.32,12.3,13.87,7.79,6.4,6.43,3.51,3.33,3.67,1.35 -costs_and_expenses,67139000000.0,82704000000.0,57065000000.0,61573000000.0,77860000000.0,46548000000.0,45178000000.0,65901000000.0,41898000000.0,44222000000.0,60404000000.0,39981000000.0,44969000000.0,61263000000.0,34100000000.0,38212000000.0,54171000000.0,31889000000.0,36415000000.0,51299000000.0,35132000000.0,39446000000.0,50183000000.0,26948000000.0,31828000000.0,39885000000.0,25888000000.0,30698000000.0,36840000000.0,23162000000.0,23654000000.0,28856000000.0,19020000000.0,16767000000.0,18778000000.0,11408000000.0,9470000000.0,10925000000.0,6605000000.0 -nonoperating_income_loss,160000000.0,-247000000.0,243000000.0,508000000.0,45000000.0,46000000.0,282000000.0,349000000.0,367000000.0,378000000.0,560000000.0,672000000.0,274000000.0,756000000.0,540000000.0,587000000.0,821000000.0,364000000.0,155000000.0,402000000.0,390000000.0,286000000.0,170000000.0,202000000.0,225000000.0,246000000.0,234000000.0,347000000.0,462000000.0,288000000.0,148000000.0,137000000.0,172000000.0,26000000.0,136000000.0,58000000.0,50000000.0,33000000.0,60000000.0 -basic_earnings_per_share,1.54,2.11,1.31,1.41,1.7,2.61,2.58,5.04,2.2,2.47,4.22,2.36,2.75,3.92,1.68,2.11,3.38,1.43,1.91,3.3,1.86,2.34,3.08,1.29,11.69,14.59,7.51,10.16,13.93,9.42,12.45,14.03,7.89,6.49,6.53,3.57,3.39,3.74,1.38 -income_loss_from_continuing_operations_after_tax,25010000000.0,34630000000.0,21744000000.0,23630000000.0,28755000000.0,11253000000.0,11249000000.0,22236000000.0,10044000000.0,11561000000.0,19965000000.0,11519000000.0,13822000000.0,20065000000.0,8717000000.0,11029000000.0,17891000000.0,7796000000.0,10516000000.0,18361000000.0,10677000000.0,13569000000.0,18024000000.0,7748000000.0,10223000000.0,13072000000.0,6900000000.0,9547000000.0,13078000000.0,8824000000.0,11622000000.0,13064000000.0,7308000000.0,5987000000.0,6004000000.0,3253000000.0,3074000000.0,3378000000.0,1229000000.0 -interest_expense_operating,691000000.0,694000000.0,665000000.0,670000000.0,638000000.0,697000000.0,757000000.0,785000000.0,866000000.0,1010000000.0,890000000.0,846000000.0,792000000.0,734000000.0,602000000.0,530000000.0,525000000.0,409000000.0,321000000.0,276000000.0,201000000.0,163000000.0,131000000.0,100000000.0,85000000.0,84000000.0,,,,,,,,,,,,, -net_income_loss_available_to_common_stockholders_basic,25010000000.0,34630000000.0,21744000000.0,23630000000.0,28755000000.0,11253000000.0,11249000000.0,22236000000.0,10044000000.0,11561000000.0,19965000000.0,11519000000.0,13822000000.0,20065000000.0,8717000000.0,11029000000.0,17891000000.0,7796000000.0,10516000000.0,18361000000.0,10677000000.0,13569000000.0,18024000000.0,7748000000.0,10223000000.0,13072000000.0,6900000000.0,9547000000.0,13078000000.0,8824000000.0,11622000000.0,13064000000.0,7308000000.0,5987000000.0,6004000000.0,3253000000.0,3074000000.0,3378000000.0,1229000000.0 -income_loss_from_continuing_operations_before_tax,30139000000.0,41241000000.0,24369000000.0,28011000000.0,33579000000.0,13137000000.0,13135000000.0,25918000000.0,11911000000.0,13793000000.0,23906000000.0,13284000000.0,16168000000.0,27030000000.0,11308000000.0,14684000000.0,24180000000.0,10469000000.0,14142000000.0,24573000000.0,14473000000.0,18564000000.0,24416000000.0,10484000000.0,13818000000.0,17709000000.0,9435000000.0,12905000000.0,17672000000.0,11861000000.0,15532000000.0,17477000000.0,9551000000.0,7900000000.0,7963000000.0,4292000000.0,4029000000.0,4758000000.0,1732000000.0 -gross_profit,42559000000.0,54243000000.0,35255000000.0,38079000000.0,44328000000.0,22680000000.0,22370000000.0,35217000000.0,20227000000.0,21821000000.0,32031000000.0,20421000000.0,23422000000.0,33912000000.0,17488000000.0,20591000000.0,30176000000.0,16106000000.0,19921000000.0,30423000000.0,19681000000.0,23656000000.0,29741000000.0,14735000000.0,17947000000.0,21846000000.0,13024000000.0,16349000000.0,21060000000.0,14994000000.0,18564000000.0,20703000000.0,11922000000.0,10218000000.0,10298000000.0,6136000000.0,5625000000.0,6411000000.0,3023000000.0 -revenues,97278000000.0,123945000000.0,81434000000.0,89584000000.0,111439000000.0,59685000000.0,58313000000.0,91819000000.0,53809000000.0,58015000000.0,84310000000.0,53265000000.0,61137000000.0,88293000000.0,45408000000.0,52896000000.0,78351000000.0,42358000000.0,50557000000.0,75872000000.0,49605000000.0,58010000000.0,74599000000.0,37432000000.0,45646000000.0,57594000000.0,35323000000.0,43603000000.0,54512000000.0,35023000000.0,39186000000.0,46333000000.0,28571000000.0,24667000000.0,26741000000.0,15700000000.0,13499000000.0,15683000000.0,8337000000.0 -cost_of_revenue,54719000000.0,69702000000.0,46179000000.0,51505000000.0,67111000000.0,37005000000.0,35943000000.0,56602000000.0,33582000000.0,36194000000.0,52279000000.0,32844000000.0,37715000000.0,54381000000.0,27920000000.0,32305000000.0,48175000000.0,26252000000.0,30636000000.0,45449000000.0,29924000000.0,34354000000.0,44858000000.0,22697000000.0,27699000000.0,35748000000.0,22299000000.0,27254000000.0,33452000000.0,20029000000.0,20622000000.0,25630000000.0,16649000000.0,14449000000.0,16443000000.0,9564000000.0,7874000000.0,9272000000.0,5314000000.0 -preferred_stock_dividends_and_other_adjustments,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0 -operating_expenses,12580000000.0,12755000000.0,11129000000.0,10576000000.0,10794000000.0,9589000000.0,9517000000.0,9648000000.0,8683000000.0,8406000000.0,8685000000.0,7809000000.0,7528000000.0,7638000000.0,6720000000.0,6494000000.0,6817000000.0,6001000000.0,5934000000.0,6252000000.0,5598000000.0,5378000000.0,5495000000.0,4453000000.0,4354000000.0,4383000000.0,3823000000.0,3791000000.0,3850000000.0,3421000000.0,3180000000.0,3363000000.0,2543000000.0,2344000000.0,2471000000.0,1902000000.0,1646000000.0,1686000000.0,1351000000.0 -income_tax_expense_benefit,5129000000.0,6611000000.0,2625000000.0,4381000000.0,4824000000.0,1884000000.0,1886000000.0,3682000000.0,1867000000.0,2232000000.0,3941000000.0,1765000000.0,2346000000.0,6965000000.0,2591000000.0,3655000000.0,6289000000.0,2673000000.0,3626000000.0,6212000000.0,3796000000.0,4995000000.0,6392000000.0,2736000000.0,3595000000.0,4637000000.0,2535000000.0,3358000000.0,4594000000.0,3037000000.0,3910000000.0,4413000000.0,2243000000.0,1913000000.0,1959000000.0,1039000000.0,955000000.0,1380000000.0,503000000.0 -net_income_loss_attributable_to_parent,25010000000.0,34630000000.0,21744000000.0,23630000000.0,28755000000.0,11253000000.0,11249000000.0,22236000000.0,10044000000.0,11561000000.0,19965000000.0,11519000000.0,13822000000.0,20065000000.0,8717000000.0,11029000000.0,17891000000.0,7796000000.0,10516000000.0,18361000000.0,10677000000.0,13569000000.0,18024000000.0,7748000000.0,10223000000.0,13072000000.0,6900000000.0,9547000000.0,13078000000.0,8824000000.0,11622000000.0,13064000000.0,7308000000.0,5987000000.0,6004000000.0,3253000000.0,3074000000.0,3378000000.0,1229000000.0 -benefits_costs_expenses,67139000000.0,82704000000.0,57065000000.0,61573000000.0,77860000000.0,46548000000.0,45178000000.0,65901000000.0,41898000000.0,44222000000.0,60404000000.0,39981000000.0,44969000000.0,61263000000.0,34100000000.0,38212000000.0,54171000000.0,31889000000.0,36415000000.0,51299000000.0,35132000000.0,39446000000.0,50183000000.0,26948000000.0,31828000000.0,39885000000.0,25888000000.0,30698000000.0,36840000000.0,23162000000.0,23654000000.0,28856000000.0,19020000000.0,16767000000.0,18778000000.0,11408000000.0,9470000000.0,10925000000.0,6605000000.0 -operating_income_loss,29979000000.0,41488000000.0,24126000000.0,27503000000.0,33534000000.0,13091000000.0,12853000000.0,25569000000.0,11544000000.0,13415000000.0,23346000000.0,12612000000.0,15894000000.0,26274000000.0,10768000000.0,14097000000.0,23359000000.0,10105000000.0,13987000000.0,24171000000.0,14083000000.0,18278000000.0,24246000000.0,10282000000.0,13593000000.0,17463000000.0,9201000000.0,12558000000.0,17210000000.0,11573000000.0,15384000000.0,17340000000.0,9379000000.0,7874000000.0,7827000000.0,4234000000.0,3979000000.0,4725000000.0,1672000000.0 -income_tax_expense_benefit_deferred,,682000000.0,,,-58000000.0,,,-349000000.0,,,53000000.0,,,-33737000000.0,,,1452000000.0,,,1592000000.0,,,2197000000.0,,,1253000000.0,,,1179000000.0,,,1456000000.0,,,823000000.0,,,425000000.0, -income_loss_before_equity_method_investments,,,,,,,,,,,,,,,,,,,,,,,,,,,,12905000000.0,17672000000.0,11861000000.0,15532000000.0,17477000000.0,9551000000.0,7900000000.0,7963000000.0,4292000000.0,4029000000.0,4758000000.0,1732000000.0 +,2009-07-22 +net_income_loss,1229000000.0 +nonoperating_income_loss,60000000.0 +cost_of_revenue,5314000000.0 +participating_securities_distributed_and_undistributed_earnings_loss_basic,0.0 +benefits_costs_expenses,6605000000.0 +revenues,8337000000.0 +income_tax_expense_benefit,503000000.0 +income_loss_from_continuing_operations_after_tax,1229000000.0 +operating_income_loss,1672000000.0 +diluted_earnings_per_share,1.35 +income_loss_from_continuing_operations_before_tax,1732000000.0 +net_income_loss_attributable_to_parent,1229000000.0 +income_loss_before_equity_method_investments,1732000000.0 +gross_profit,3023000000.0 +costs_and_expenses,6605000000.0 +net_income_loss_attributable_to_noncontrolling_interest,0.0 +basic_earnings_per_share,1.38 +net_income_loss_available_to_common_stockholders_basic,1229000000.0 +preferred_stock_dividends_and_other_adjustments,0.0 +operating_expenses,1351000000.0 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict3].csv b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict3].csv index 27d197eb1718..ad854abe64cf 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict3].csv +++ b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_polygon_model/test_check_output[get_financials-kwargs_dict3].csv @@ -1,4 +1,4 @@ -,2021-10-29,2020-10-30,2019-10-31,2018-11-05,2017-11-03,2016-10-26,2015-10-28,2014-10-27,2013-10-30,2012-10-31,2011-10-26,2010-10-27,2009-10-27 +,2021-10-29,value,value,value,value,value,value,value,value,value,value,value,value income_loss_from_continuing_operations_after_tax,94680000000.0,57411000000.0,55256000000.0,59531000000.0,48351000000.0,45687000000.0,53394000000.0,39510000000.0,37037000000.0,41733000000.0,25922000000.0,14013000000.0,5704000000.0 operating_expenses,43887000000.0,38668000000.0,34462000000.0,30941000000.0,26842000000.0,24239000000.0,22396000000.0,18034000000.0,15305000000.0,13421000000.0,10028000000.0,7299000000.0,5482000000.0 costs_and_expenses,256610000000.0,207424000000.0,194437000000.0,192692000000.0,165145000000.0,154267000000.0,161200000000.0,129312000000.0,120755000000.0,100745000000.0,74044000000.0,46685000000.0,28553000000.0 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-False].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-False].txt index bb124772c661..aee02a59460d 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-False].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-False].txt @@ -11,4 +11,3 @@ Fixed Assets 39.440 B 36.766 B Equity 63.090 B 65.339 B Assets 351.002 B 323.888 B Equity Attributable To Parent 63.090 B 65.339 B - diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-True].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-True].txt index ed4a86686100..a19a8644855f 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-True].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[balance-True].txt @@ -1,15 +1,12 @@ - 2022-04-29 2022-01-28 -Liabilities 283.263 B 309.259 B -Current Assets 118.180 B 153.154 B -Noncurrent Liabilities 155.755 B 161.685 B -Assets 350.662 B 381.191 B -Liabilities And Equity 350.662 B 381.191 B -Current Liabilities 127.508 B 147.574 B -Equity Attributable To Parent 67.399 B 71.932 B -Other Than Fixed Noncurrent Assets 232.482 B 228.037 B -Equity Attributable To Noncontrolling Interest 0 0 -Noncurrent Assets 232.482 B 228.037 B -Fixed Assets 39.304 B 39.245 B -Equity 67.399 B 71.932 B -Commitments And Contingencies - - - + 2009-07-22 +Commitments And Contingencies 0 +Current Assets 35.170 B +Equity Attributable To Parent 25.888 B +Equity 25.888 B +Assets 48.140 B +Current Liabilities 16.661 B +Noncurrent Assets 12.970 B +Equity Attributable To Noncontrolling Interest 0 +Liabilities 22.252 B +Liabilities And Equity 48.140 B +Noncurrent Liabilities 5.591 B diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-False].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-False].txt index 097f155b4e8f..7de8b2680be9 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-False].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-False].txt @@ -1,4 +1,4 @@ - 2021-10-29 2020-10-30 + 2021-10-29 value Income Tax Expense Benefit 14.527 B 9.680 B Net Income Loss Attributable To Parent 94.680 B 57.411 B Net Income Loss 94.680 B 57.411 B @@ -21,4 +21,3 @@ Income Loss From Continuing Operations Before Tax 109. Operating Expenses 43.887 B 38.668 B Gross Profit 152.836 B 104.956 B Income Loss Before Equity Method Investments - - - diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-True].txt b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-True].txt index 9a3d90e6e4f5..98b1755762b7 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-True].txt +++ b/tests/openbb_terminal/stocks/fundamental_analysis/txt/test_polygon_view/test_display_fundamentals[income-True].txt @@ -1,24 +1,21 @@ - 2022-04-29 2022-01-28 -Net Income Loss Available To Common Stockholders Basic 25.010 B 34.630 B -Costs And Expenses 67.139 B 82.704 B -Net Income Loss Attributable To Noncontrolling Interest 0 0 -Income Loss From Continuing Operations After Tax 25.010 B 34.630 B -Operating Expenses 12.580 B 12.755 B -Cost Of Revenue 54.719 B 69.702 B -Participating Securities Distributed And Undistributed Earnings Loss Basic 0 0 -Gross Profit 42.559 B 54.243 B -Net Income Loss 25.010 B 34.630 B -Benefits Costs Expenses 67.139 B 82.704 B -Diluted Earnings Per Share 1.520 2.100 -Revenues 97.278 B 123.945 B -Basic Earnings Per Share 1.540 2.110 -Income Loss From Continuing Operations Before Tax 30.139 B 41.241 B -Operating Income Loss 29.979 B 41.488 B -Net Income Loss Attributable To Parent 25.010 B 34.630 B -Preferred Stock Dividends And Other Adjustments 0 0 -Nonoperating Income Loss 160 M -247 M -Income Tax Expense Benefit 5.129 B 6.611 B -Interest Expense Operating 691 M 694 M -Income Tax Expense Benefit Deferred - 682 M -Income Loss Before Equity Method Investments - - - + 2009-07-22 +Net Income Loss 1.229 B +Preferred Stock Dividends And Other Adjustments 0 +Income Loss From Continuing Operations After Tax 1.229 B +Basic Earnings Per Share 1.380 +Operating Income Loss 1.672 B +Income Loss Before Equity Method Investments 1.732 B +Gross Profit 3.023 B +Income Loss From Continuing Operations Before Tax 1.732 B +Net Income Loss Available To Common Stockholders Basic 1.229 B +Cost Of Revenue 5.314 B +Operating Expenses 1.351 B +Costs And Expenses 6.605 B +Nonoperating Income Loss 60 M +Revenues 8.337 B +Income Tax Expense Benefit 503 M +Diluted Earnings Per Share 1.350 +Net Income Loss Attributable To Noncontrolling Interest 0 +Benefits Costs Expenses 6.605 B +Participating Securities Distributed And Undistributed Earnings Loss Basic 0 +Net Income Loss Attributable To Parent 1.229 B From 0616466f4b81ad8a378d7c66244bd4c33bda9501 Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Wed, 29 Jun 2022 15:59:57 +0100 Subject: [PATCH 22/25] fixed load GNR in fa after SNR.L in stocks --- .../stocks/fundamental_analysis/yahoo_finance_model.py | 5 ++++- 1 file changed, 4 insertions(+), 1 deletion(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index da77ed750e58..f9a20674b47c 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -15,6 +15,7 @@ from openbb_terminal.decorators import log_start_end from openbb_terminal.helper_funcs import lambda_long_number_format +from openbb_terminal.rich_config import console from openbb_terminal.stocks.fundamental_analysis.fa_helper import clean_df_index logger = logging.getLogger(__name__) @@ -333,10 +334,12 @@ def get_financials(ticker: str, financial: str) -> pd.DataFrame: headers = [] temp_list = [] final = [] + if len(features) == 0: + return console.print("No data found in Yahoo Finance") + index = 0 # create headers for item in features[0].find_all("div", class_="D(ib)"): headers.append(item.text) # statement contents - while index <= len(features) - 1: # filter for each line of the statement temp = features[index].find_all("div", class_="D(tbc)") From 20d56074bf8b07f09075e2bf4acd4460deffae4d Mon Sep 17 00:00:00 2001 From: pauljsymonds Date: Wed, 29 Jun 2022 17:09:46 +0100 Subject: [PATCH 23/25] fixed load GNR in fa after SNR.L in stocks --- .../stocks/fundamental_analysis/av_model.py | 98 +++++++++++-------- 1 file changed, 58 insertions(+), 40 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index a802903d9bb9..e81f721396f0 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -175,28 +175,37 @@ def get_income_statements( # If the returned data was unsuccessful if "Error Message" in response_json: console.print(response_json["Error Message"]) - return pd.DataFrame() - if not response_json: - console.print("No data found from Alpha Vantage, looking in Yahoo Finance") - return yahoo_finance_model.get_financials(ticker, financial="financials") - statements = response_json - df_fa = pd.DataFrame() - - if quarterly: - if "quarterlyReports" in statements: - df_fa = pd.DataFrame(statements["quarterlyReports"]) else: - if "annualReports" in statements: - df_fa = pd.DataFrame(statements["annualReports"]) + # check if json is empty + if not response_json: + console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + if ( + yahoo_finance_model.get_financials(ticker, financial="financials") + is not None + ): + return yahoo_finance_model.get_financials( + ticker, financial="financials" + ) + else: + statements = response_json + df_fa = pd.DataFrame() - if df_fa.empty: - console.print("No data found from Alpha Vantage") - return pd.DataFrame() + if quarterly: + if "quarterlyReports" in statements: + df_fa = pd.DataFrame(statements["quarterlyReports"]) + else: + if "annualReports" in statements: + df_fa = pd.DataFrame(statements["annualReports"]) - df_fa = df_fa.set_index("fiscalDateEnding") - df_fa = df_fa.head(number) - df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) - return df_fa[::-1].T + if df_fa.empty: + console.print("No data found from Alpha Vantage") + return pd.DataFrame() + + df_fa = df_fa.set_index("fiscalDateEnding") + df_fa = df_fa.head(number) + df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) + return df_fa[::-1].T + return pd.DataFrame() @log_start_end(log=logger) @@ -226,12 +235,16 @@ def get_balance_sheet( # If the returned data was unsuccessful if "Error Message" in response_json: console.print(response_json["Error Message"]) - else: - # check if json is empty - if not response_json: - console.print("No data found from Alpha Vantage, looking in Yahoo Finance") - return yahoo_finance_model.get_financials(ticker, financial="balance-sheet") + # check if json is empty + if not response_json: + console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + if ( + yahoo_finance_model.get_financials(ticker, financial="balance-sheet") + is not None + ): + return yahoo_finance_model.get_financials(ticker, financial="balance-sheet") + else: statements = response_json df_fa = pd.DataFrame() @@ -282,26 +295,31 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF # check if json is empty if not response_json: console.print("No data found from Alpha Vantage, looking in Yahoo Finance") - return yahoo_finance_model.get_financials(ticker, financial="cash-flow") - - statements = response_json - df_fa = pd.DataFrame() - if quarterly: - if "quarterlyReports" in statements: - df_fa = pd.DataFrame(statements["quarterlyReports"]) + if ( + yahoo_finance_model.get_financials(ticker, financial="cash-flow") + is not None + ): + return yahoo_finance_model.get_financials(ticker, financial="cash-flow") else: - if "annualReports" in statements: - df_fa = pd.DataFrame(statements["annualReports"]) + statements = response_json + df_fa = pd.DataFrame() - if df_fa.empty: - console.print("No data found from Alpha Vantage") - return pd.DataFrame() + if quarterly: + if "quarterlyReports" in statements: + df_fa = pd.DataFrame(statements["quarterlyReports"]) + else: + if "annualReports" in statements: + df_fa = pd.DataFrame(statements["annualReports"]) - df_fa = df_fa.set_index("fiscalDateEnding") - df_fa = df_fa.head(number) - df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) - return df_fa[::-1].T + if df_fa.empty: + console.print("No data found from Alpha Vantage") + return pd.DataFrame() + + df_fa = df_fa.set_index("fiscalDateEnding") + df_fa = df_fa.head(number) + df_fa = df_fa.applymap(lambda x: lambda_long_number_format(x)) + return df_fa[::-1].T return pd.DataFrame() From c39e3fac76ea787dad1be56e7e7a8bb9c1de77d6 Mon Sep 17 00:00:00 2001 From: colin99d Date: Wed, 29 Jun 2022 12:31:44 -0400 Subject: [PATCH 24/25] Added newline to print --- .../stocks/fundamental_analysis/yahoo_finance_model.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py index f9a20674b47c..89cf3e491319 100644 --- a/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/yahoo_finance_model.py @@ -335,7 +335,7 @@ def get_financials(ticker: str, financial: str) -> pd.DataFrame: temp_list = [] final = [] if len(features) == 0: - return console.print("No data found in Yahoo Finance") + return console.print("No data found in Yahoo Finance\n") index = 0 # create headers for item in features[0].find_all("div", class_="D(ib)"): From 9431a2c6f7aa66ff88a79e86343ea4f16c8ccfba Mon Sep 17 00:00:00 2001 From: colin99d Date: Wed, 29 Jun 2022 12:47:14 -0400 Subject: [PATCH 25/25] Added newlines --- .../stocks/fundamental_analysis/av_model.py | 22 +++++++++++-------- 1 file changed, 13 insertions(+), 9 deletions(-) diff --git a/openbb_terminal/stocks/fundamental_analysis/av_model.py b/openbb_terminal/stocks/fundamental_analysis/av_model.py index e81f721396f0..5c7fefc7728d 100644 --- a/openbb_terminal/stocks/fundamental_analysis/av_model.py +++ b/openbb_terminal/stocks/fundamental_analysis/av_model.py @@ -46,7 +46,7 @@ def get_overview(ticker: str) -> pd.DataFrame: else: # check if json is empty if not result_json: - console.print("No data found from Alpha Vantage") + console.print("No data found from Alpha Vantage\n") # Parse json data to dataframe elif "Note" in result_json: console.print(result_json["Note"], "\n") @@ -109,7 +109,7 @@ def get_key_metrics(ticker: str) -> pd.DataFrame: else: # check if json is empty if not result_json or len(result_json) < 2: - console.print("No data found from Alpha Vantage") + console.print("No data found from Alpha Vantage\n") return pd.DataFrame() df_fa = pd.json_normalize(result_json) @@ -178,7 +178,9 @@ def get_income_statements( else: # check if json is empty if not response_json: - console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + console.print( + "No data found from Alpha Vantage, looking in Yahoo Finance\n" + ) if ( yahoo_finance_model.get_financials(ticker, financial="financials") is not None @@ -198,7 +200,7 @@ def get_income_statements( df_fa = pd.DataFrame(statements["annualReports"]) if df_fa.empty: - console.print("No data found from Alpha Vantage") + console.print("No data found from Alpha Vantage\n") return pd.DataFrame() df_fa = df_fa.set_index("fiscalDateEnding") @@ -238,7 +240,7 @@ def get_balance_sheet( # check if json is empty if not response_json: - console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + console.print("No data found from Alpha Vantage, looking in Yahoo Finance\n") if ( yahoo_finance_model.get_financials(ticker, financial="balance-sheet") is not None @@ -256,7 +258,7 @@ def get_balance_sheet( df_fa = pd.DataFrame(statements["annualReports"]) if df_fa.empty: - console.print("No data found from Alpha Vantage") + console.print("No data found from Alpha Vantage\n") return pd.DataFrame() df_fa = df_fa.set_index("fiscalDateEnding") @@ -294,7 +296,9 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF else: # check if json is empty if not response_json: - console.print("No data found from Alpha Vantage, looking in Yahoo Finance") + console.print( + "No data found from Alpha Vantage, looking in Yahoo Finance\n" + ) if ( yahoo_finance_model.get_financials(ticker, financial="cash-flow") @@ -313,7 +317,7 @@ def get_cash_flow(ticker: str, number: int, quarterly: bool = False) -> pd.DataF df_fa = pd.DataFrame(statements["annualReports"]) if df_fa.empty: - console.print("No data found from Alpha Vantage") + console.print("No data found from Alpha Vantage\n") return pd.DataFrame() df_fa = df_fa.set_index("fiscalDateEnding") @@ -354,7 +358,7 @@ def get_earnings(ticker: str, quarterly: bool = False) -> pd.DataFrame: else: # check if json is empty if not result_json or len(result_json) < 2: - console.print("No data found from Alpha Vantage") + console.print("No data found from Alpha Vantage\n") else: df_fa = pd.json_normalize(result_json)