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4 changed files with 105 additions and 47 deletions

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@ -1,40 +1,40 @@
import asyncio
import sys
import csv
import json
from argparse import ArgumentParser
from pathlib import Path
from typing import Dict
from aiohttp import ClientSession
from . import get_company_financials
from .functions import get_company_financials, ResultDict, log
from .constants import END_DATE
JSON_EXT, CSV_EXT = '.json', '.csv'
def write_to_csv(data, file_obj) -> None:
def write_to_csv(data: Dict[str, ResultDict], file_obj) -> None:
writer = csv.writer(file_obj)
for statement in data.values():
for key, values in statement.items():
writer.writerow([key] + list(values))
for statement_key, statement_dict in data.items():
end_dates = statement_dict.pop(END_DATE)
writer.writerow([statement_key] + list(end_dates))
for key, values in statement_dict.items():
writer.writerow([key] + list(str(val) for val in values))
async def main() -> None:
parser = ArgumentParser(description="Scrape company financials")
parser.add_argument(
'-s', '--symbol',
'symbol',
type=str,
help="Stock ticker symbol of the company to be scraped the financials of"
)
parser.add_argument(
'-f', '--to-file',
type=Path,
help="Writes results to the specified destination file. If omitted results are printed to stdout."
)
args = parser.parse_args()
session = ClientSession()
try:
@ -45,14 +45,13 @@ async def main() -> None:
if path is None:
print(json.dumps(data, indent=2))
return
if path.suffix.lower() == JSON_EXT:
with open(path, 'w') as f:
json.dump(data, f, indent=2)
elif path.suffix.lower() == CSV_EXT:
with open(path, 'w') as f:
with open(path, 'w') as f:
if path.suffix.lower() == CSV_EXT:
write_to_csv(data, f)
else:
print('unknown extension')
return
if not path.suffix.lower() == JSON_EXT:
log.warning(f"Extension '{path.suffix}' unknown; using JSON format")
json.dump(data, f, indent=2)
if __name__ == '__main__':

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@ -1,8 +1,10 @@
LOGGER_NAME = 'mwfin'
HTML_PARSER = 'html.parser'
DOMAIN = 'www.marketwatch.com'
BASE_URL = f'https://{DOMAIN}/investing/stock'
BS, IS, CF = 'bs', 'is', 'cf'
BS, IS, CF = 'Balance Sheet', 'Income Statement', 'Cash Flow Statement'
FIN_STMT_URL_SUFFIX = {
BS: '/balance-sheet',
IS: '',

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@ -8,7 +8,7 @@ from bs4.element import Tag
from . import constants
log = logging.getLogger(__name__)
log = logging.getLogger(constants.LOGGER_NAME)
# The resulting dictionary's keys correspond to the name of the item (row) in the financial statement,
# while its values will always be tuples with a length corresponding to the number of periods (columns)
@ -90,37 +90,60 @@ async def _get_financial_statement(statement: str, ticker_symbol: str, quarterly
return extract_all_data(soup)
async def get_balance_sheet(ticker_symbol: str, quarterly: bool = False,
async def get_balance_sheet(*ticker_symbols: str, quarterly: bool = False,
session: ClientSession = None) -> ResultDict:
"""
Returns data from the balance sheet of the specified company.
"""
return await _get_financial_statement(constants.BS, ticker_symbol, quarterly, session)
if len(ticker_symbols) == 1:
return await _get_financial_statement(constants.BS, ticker_symbols[0], quarterly, session)
return {
sym: await _get_financial_statement(constants.BS, sym, quarterly, session)
for sym in ticker_symbols
}
async def get_income_statement(ticker_symbol: str, quarterly: bool = False,
async def get_income_statement(*ticker_symbols: str, quarterly: bool = False,
session: ClientSession = None) -> ResultDict:
"""
Returns data from the income statement of the specified company.
"""
return await _get_financial_statement(constants.IS, ticker_symbol, quarterly, session)
if len(ticker_symbols) == 1:
return await _get_financial_statement(constants.IS, ticker_symbols[0], quarterly, session)
return {
sym: await _get_financial_statement(constants.IS, sym, quarterly, session)
for sym in ticker_symbols
}
async def get_cash_flow_statement(ticker_symbol: str, quarterly: bool = False,
async def get_cash_flow_statement(*ticker_symbols: str, quarterly: bool = False,
session: ClientSession = None) -> ResultDict:
"""
Returns data from the cash flow statement of the specified company.
"""
return await _get_financial_statement(constants.CF, ticker_symbol, quarterly, session)
if len(ticker_symbols) == 1:
return await _get_financial_statement(constants.CF, ticker_symbols[0], quarterly, session)
return {
sym: await _get_financial_statement(constants.CF, sym, quarterly, session)
for sym in ticker_symbols
}
async def get_company_financials(ticker_symbol: str, quarterly: bool = False,
async def get_company_financials(*ticker_symbols: str, quarterly: bool = False,
session: ClientSession = None) -> Dict[str, ResultDict]:
"""
Returns all fundamentals (balance sheet, income statement and cash flow statement) of the specified company.
"""
if len(ticker_symbols) == 1:
return {
constants.BS: await get_balance_sheet(ticker_symbols[0], quarterly=quarterly, session=session),
constants.IS: await get_income_statement(ticker_symbols[0], quarterly=quarterly, session=session),
constants.CF: await get_cash_flow_statement(ticker_symbols[0], quarterly=quarterly, session=session)
}
return {
constants.BS: await get_balance_sheet(ticker_symbol, quarterly, session),
constants.IS: await get_income_statement(ticker_symbol, quarterly, session),
constants.CF: await get_cash_flow_statement(ticker_symbol, quarterly, session)
sym: {
constants.BS: await get_balance_sheet(sym, quarterly=quarterly, session=session),
constants.IS: await get_income_statement(sym, quarterly=quarterly, session=session),
constants.CF: await get_cash_flow_statement(sym, quarterly=quarterly, session=session)
} for sym in ticker_symbols
}

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@ -122,29 +122,42 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
mock_soup_from_url.assert_called_once_with(test_url + '/quarter', mock_session)
mock_extract_all_data.assert_called_once_with(mock_soup)
@patch.object(functions, '_get_financial_statement')
async def test_get_balance_sheet(self, mock__get_financial_statement):
async def _helper_test_get_any_statement(self, statement: str, mock__get_financial_statement):
symbol, quarterly, mock_session = 'foo', False, MagicMock()
mock__get_financial_statement.return_value = expected_output = 'bar'
output = await functions.get_balance_sheet(symbol, quarterly, mock_session)
if statement == BS:
function = functions.get_balance_sheet
elif statement == IS:
function = functions.get_income_statement
elif statement == CF:
function = functions.get_cash_flow_statement
else:
raise ValueError
output = await function(symbol, quarterly=quarterly, session=mock_session)
self.assertEqual(expected_output, output)
mock__get_financial_statement.assert_called_once_with(BS, symbol, quarterly, mock_session)
mock__get_financial_statement.assert_called_once_with(statement, symbol, quarterly, mock_session)
mock__get_financial_statement.reset_mock()
symbol1, symbol2 = 'x', 'y'
expected_output = {symbol1: expected_output, symbol2: expected_output}
output = await function(symbol1, symbol2, quarterly=quarterly, session=mock_session)
self.assertDictEqual(expected_output, output)
mock__get_financial_statement.assert_has_calls([
call(statement, symbol1, quarterly, mock_session),
call(statement, symbol2, quarterly, mock_session),
])
@patch.object(functions, '_get_financial_statement')
async def test_get_balance_sheet(self, mock__get_financial_statement):
await self._helper_test_get_any_statement(BS, mock__get_financial_statement)
@patch.object(functions, '_get_financial_statement')
async def test_get_income_statement(self, mock__get_financial_statement):
symbol, quarterly, mock_session = 'foo', False, MagicMock()
mock__get_financial_statement.return_value = expected_output = 'bar'
output = await functions.get_income_statement(symbol, quarterly, mock_session)
self.assertEqual(expected_output, output)
mock__get_financial_statement.assert_called_once_with(IS, symbol, quarterly, mock_session)
await self._helper_test_get_any_statement(IS, mock__get_financial_statement)
@patch.object(functions, '_get_financial_statement')
async def test_get_cash_flow_statement(self, mock__get_financial_statement):
symbol, quarterly, mock_session = 'foo', False, MagicMock()
mock__get_financial_statement.return_value = expected_output = 'bar'
output = await functions.get_cash_flow_statement(symbol, quarterly, mock_session)
self.assertEqual(expected_output, output)
mock__get_financial_statement.assert_called_once_with(CF, symbol, quarterly, mock_session)
await self._helper_test_get_any_statement(CF, mock__get_financial_statement)
@patch.object(functions, 'get_cash_flow_statement')
@patch.object(functions, 'get_income_statement')
@ -160,11 +173,32 @@ class FunctionsTestCase(IsolatedAsyncioTestCase):
CF: {END_DATE: mock_end_dates, 'c': (3, 4)}
}
symbol, quarterly, mock_session = 'foo', False, MagicMock()
output = await functions.get_company_financials(symbol, quarterly, mock_session)
output = await functions.get_company_financials(symbol, quarterly=quarterly, session=mock_session)
self.assertDictEqual(expected_output, output)
mock_get_bs.assert_called_once_with(symbol, quarterly, mock_session)
mock_get_is.assert_called_once_with(symbol, quarterly, mock_session)
mock_get_cf.assert_called_once_with(symbol, quarterly, mock_session)
mock_get_bs.assert_called_once_with(symbol, quarterly=quarterly, session=mock_session)
mock_get_is.assert_called_once_with(symbol, quarterly=quarterly, session=mock_session)
mock_get_cf.assert_called_once_with(symbol, quarterly=quarterly, session=mock_session)
mock_get_bs.reset_mock()
mock_get_is.reset_mock()
mock_get_cf.reset_mock()
test_symbol1, test_symbol2 = 'x', 'y'
expected_output = {test_symbol1: expected_output, test_symbol2: expected_output}
output = await functions.get_company_financials(test_symbol1, test_symbol2,
quarterly=quarterly, session=mock_session)
self.assertDictEqual(expected_output, output)
mock_get_bs.assert_has_calls([
call(test_symbol1, quarterly=quarterly, session=mock_session),
call(test_symbol2, quarterly=quarterly, session=mock_session)
])
mock_get_is.assert_has_calls([
call(test_symbol1, quarterly=quarterly, session=mock_session),
call(test_symbol2, quarterly=quarterly, session=mock_session)
])
mock_get_cf.assert_has_calls([
call(test_symbol1, quarterly=quarterly, session=mock_session),
call(test_symbol2, quarterly=quarterly, session=mock_session)
])
@patch.object(functions, 'ClientSession')
async def test_integration_get_company_financials(self, mock_session_cls):