2023/08/20

Investing & Trading/CompanyAnalysis.ipynb

@@ -0,0 +1,174 @@
+{
+ "cells": [
+  {
+   "cell_type": "markdown",
+   "id": "fc7f7b82-7485-4a42-8b61-d49e8b596032",
+   "metadata": {},
+   "source": [
+    "# Company Fundamentals Analysis"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 1,
+   "id": "12fad49b",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "import pandas as pd\n",
+    "import yfinance as yf\n",
+    "import yahooquery as yq\n",
+    "import math"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 2,
+   "id": "0a07214e",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "hold = pd.read_csv(\"holdtyped.csv\", index_col=0)"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 3,
+   "id": "030a1ad2",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "holdings = hold.loc[hold[\"Type\"] == \"EQ\"]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 4,
+   "id": "882f712b",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "holdings.columns = pd.MultiIndex.from_tuples([(x,\"\") for x in holdings.columns], names=[\"Header\", \"Sub-Header\"])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 5,
+   "id": "b881d60d",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "fin = pd.DataFrame(yq.Ticker(\"TCS.NS\").income_statement('a',False))[\"asOfDate\"]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 6,
+   "id": "e872825a",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "cols = [ x for x in fin ]"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 7,
+   "id": "5cd098b3",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "holdings = holdings.set_index(\"Symbol\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 8,
+   "id": "4c2630e2",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "sym = holdings.index"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 9,
+   "id": "55a40ac5",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "financials = pd.DataFrame(yq.Ticker(list(sym)).income_statement('a',False))\n",
+    "financials = financials.swapaxes(\"columns\",\"index\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 10,
+   "id": "1a6f8a11",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "financials.columns = pd.MultiIndex.from_arrays([financials.columns, financials.loc[\"asOfDate\"].values])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 11,
+   "id": "d927f4c7",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "for i in holdings.index:\n",
+    "    basicEPS = financials.loc[\"BasicEPS\", i]\n",
+    "    for j in cols:\n",
+    "        try:\n",
+    "            if math.isnan(basicEPS[j]):\n",
+    "                raise Exception(\"NA\")\n",
+    "            holdings.loc[i, (\"Basic EPS\",j)] = basicEPS[j]\n",
+    "        except:\n",
+    "            holdings.loc[i, (\"Basic EPS\",j)] = None"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": 12,
+   "id": "edcf114b",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "holdings = holdings.reset_index()\n",
+    "holdings.to_csv(\"eqholdweps.csv\")"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "e0bd6546",
+   "metadata": {},
+   "outputs": [],
+   "source": []
+  }
+ ],
+ "metadata": {
+  "kernelspec": {
+   "display_name": "Python 3 (ipykernel)",
+   "language": "python",
+   "name": "python3"
+  },
+  "language_info": {
+   "codemirror_mode": {
+    "name": "ipython",
+    "version": 3
+   },
+   "file_extension": ".py",
+   "mimetype": "text/x-python",
+   "name": "python",
+   "nbconvert_exporter": "python",
+   "pygments_lexer": "ipython3",
+   "version": "3.11.4"
+  }
+ },
+ "nbformat": 4,
+ "nbformat_minor": 5
+}