_QUERY1_URL_ = 'https://query1.finance.yahoo.com' _BASE_URL_ = 'https://query2.finance.yahoo.com' _ROOT_URL_ = 'https://finance.yahoo.com' fundamentals_keys = { 'financials': ["TaxEffectOfUnusualItems", "TaxRateForCalcs", "NormalizedEBITDA", "NormalizedDilutedEPS", "NormalizedBasicEPS", "TotalUnusualItems", "TotalUnusualItemsExcludingGoodwill", "NetIncomeFromContinuingOperationNetMinorityInterest", "ReconciledDepreciation", "ReconciledCostOfRevenue", "EBITDA", "EBIT", "NetInterestIncome", "InterestExpense", "InterestIncome", "ContinuingAndDiscontinuedDilutedEPS", "ContinuingAndDiscontinuedBasicEPS", "NormalizedIncome", "NetIncomeFromContinuingAndDiscontinuedOperation", "TotalExpenses", "RentExpenseSupplemental", "ReportedNormalizedDilutedEPS", "ReportedNormalizedBasicEPS", "TotalOperatingIncomeAsReported", "DividendPerShare", "DilutedAverageShares", "BasicAverageShares", "DilutedEPS", "DilutedEPSOtherGainsLosses", "TaxLossCarryforwardDilutedEPS", "DilutedAccountingChange", "DilutedExtraordinary", "DilutedDiscontinuousOperations", "DilutedContinuousOperations", "BasicEPS", "BasicEPSOtherGainsLosses", "TaxLossCarryforwardBasicEPS", "BasicAccountingChange", "BasicExtraordinary", "BasicDiscontinuousOperations", "BasicContinuousOperations", "DilutedNIAvailtoComStockholders", "AverageDilutionEarnings", "NetIncomeCommonStockholders", "OtherunderPreferredStockDividend", "PreferredStockDividends", "NetIncome", "MinorityInterests", "NetIncomeIncludingNoncontrollingInterests", "NetIncomeFromTaxLossCarryforward", "NetIncomeExtraordinary", "NetIncomeDiscontinuousOperations", "NetIncomeContinuousOperations", "EarningsFromEquityInterestNetOfTax", "TaxProvision", "PretaxIncome", "OtherIncomeExpense", "OtherNonOperatingIncomeExpenses", "SpecialIncomeCharges", "GainOnSaleOfPPE", "GainOnSaleOfBusiness", "OtherSpecialCharges", "WriteOff", "ImpairmentOfCapitalAssets", "RestructuringAndMergernAcquisition", "SecuritiesAmortization", "EarningsFromEquityInterest", "GainOnSaleOfSecurity", "NetNonOperatingInterestIncomeExpense", "TotalOtherFinanceCost", "InterestExpenseNonOperating", "InterestIncomeNonOperating", "OperatingIncome", "OperatingExpense", "OtherOperatingExpenses", "OtherTaxes", "ProvisionForDoubtfulAccounts", "DepreciationAmortizationDepletionIncomeStatement", "DepletionIncomeStatement", "DepreciationAndAmortizationInIncomeStatement", "Amortization", "AmortizationOfIntangiblesIncomeStatement", "DepreciationIncomeStatement", "ResearchAndDevelopment", "SellingGeneralAndAdministration", "SellingAndMarketingExpense", "GeneralAndAdministrativeExpense", "OtherGandA", "InsuranceAndClaims", "RentAndLandingFees", "SalariesAndWages", "GrossProfit", "CostOfRevenue", "TotalRevenue", "ExciseTaxes", "OperatingRevenue", "LossAdjustmentExpense", "NetPolicyholderBenefitsAndClaims", "PolicyholderBenefitsGross", "PolicyholderBenefitsCeded", "OccupancyAndEquipment", "ProfessionalExpenseAndContractServicesExpense", "OtherNonInterestExpense"], 'balance-sheet': ["TreasurySharesNumber", "PreferredSharesNumber", "OrdinarySharesNumber", "ShareIssued", "NetDebt", "TotalDebt", "TangibleBookValue", "InvestedCapital", "WorkingCapital", "NetTangibleAssets", "CapitalLeaseObligations", "CommonStockEquity", "PreferredStockEquity", "TotalCapitalization", "TotalEquityGrossMinorityInterest", "MinorityInterest", "StockholdersEquity", "OtherEquityInterest", "GainsLossesNotAffectingRetainedEarnings", "OtherEquityAdjustments", "FixedAssetsRevaluationReserve", "ForeignCurrencyTranslationAdjustments", "MinimumPensionLiabilities", "UnrealizedGainLoss", "TreasuryStock", "RetainedEarnings", "AdditionalPaidInCapital", "CapitalStock", "OtherCapitalStock", "CommonStock", "PreferredStock", "TotalPartnershipCapital", "GeneralPartnershipCapital", "LimitedPartnershipCapital", "TotalLiabilitiesNetMinorityInterest", "TotalNonCurrentLiabilitiesNetMinorityInterest", "OtherNonCurrentLiabilities", "LiabilitiesHeldforSaleNonCurrent", "RestrictedCommonStock", "PreferredSecuritiesOutsideStockEquity", "DerivativeProductLiabilities", "EmployeeBenefits", "NonCurrentPensionAndOtherPostretirementBenefitPlans", "NonCurrentAccruedExpenses", "DuetoRelatedPartiesNonCurrent", "TradeandOtherPayablesNonCurrent", "NonCurrentDeferredLiabilities", "NonCurrentDeferredRevenue", "NonCurrentDeferredTaxesLiabilities", "LongTermDebtAndCapitalLeaseObligation", "LongTermCapitalLeaseObligation", "LongTermDebt", "LongTermProvisions", "CurrentLiabilities", "OtherCurrentLiabilities", "CurrentDeferredLiabilities", "CurrentDeferredRevenue", "CurrentDeferredTaxesLiabilities", "CurrentDebtAndCapitalLeaseObligation", "CurrentCapitalLeaseObligation", "CurrentDebt", "OtherCurrentBorrowings", "LineOfCredit", "CommercialPaper", "CurrentNotesPayable", "PensionandOtherPostRetirementBenefitPlansCurrent", "CurrentProvisions", "PayablesAndAccruedExpenses", "CurrentAccruedExpenses", "InterestPayable", "Payables", "OtherPayable", "DuetoRelatedPartiesCurrent", "DividendsPayable", "TotalTaxPayable", "IncomeTaxPayable", "AccountsPayable", "TotalAssets", "TotalNonCurrentAssets", "OtherNonCurrentAssets", "DefinedPensionBenefit", "NonCurrentPrepaidAssets", "NonCurrentDeferredAssets", "NonCurrentDeferredTaxesAssets", "DuefromRelatedPartiesNonCurrent", "NonCurrentNoteReceivables", "NonCurrentAccountsReceivable", "FinancialAssets", "InvestmentsAndAdvances", "OtherInvestments", "InvestmentinFinancialAssets", "HeldToMaturitySecurities", "AvailableForSaleSecurities", "FinancialAssetsDesignatedasFairValueThroughProfitorLossTotal", "TradingSecurities", "LongTermEquityInvestment", "InvestmentsinJointVenturesatCost", "InvestmentsInOtherVenturesUnderEquityMethod", "InvestmentsinAssociatesatCost", "InvestmentsinSubsidiariesatCost", "InvestmentProperties", "GoodwillAndOtherIntangibleAssets", "OtherIntangibleAssets", "Goodwill", "NetPPE", "AccumulatedDepreciation", "GrossPPE", "Leases", "ConstructionInProgress", "OtherProperties", "MachineryFurnitureEquipment", "BuildingsAndImprovements", "LandAndImprovements", "Properties", "CurrentAssets", "OtherCurrentAssets", "HedgingAssetsCurrent", "AssetsHeldForSaleCurrent", "CurrentDeferredAssets", "CurrentDeferredTaxesAssets", "RestrictedCash", "PrepaidAssets", "Inventory", "InventoriesAdjustmentsAllowances", "OtherInventories", "FinishedGoods", "WorkInProcess", "RawMaterials", "Receivables", "ReceivablesAdjustmentsAllowances", "OtherReceivables", "DuefromRelatedPartiesCurrent", "TaxesReceivable", "AccruedInterestReceivable", "NotesReceivable", "LoansReceivable", "AccountsReceivable", "AllowanceForDoubtfulAccountsReceivable", "GrossAccountsReceivable", "CashCashEquivalentsAndShortTermInvestments", "OtherShortTermInvestments", "CashAndCashEquivalents", "CashEquivalents", "CashFinancial", "CashCashEquivalentsAndFederalFundsSold"], 'cash-flow': ["ForeignSales", "DomesticSales", "AdjustedGeographySegmentData", "FreeCashFlow", "RepurchaseOfCapitalStock", "RepaymentOfDebt", "IssuanceOfDebt", "IssuanceOfCapitalStock", "CapitalExpenditure", "InterestPaidSupplementalData", "IncomeTaxPaidSupplementalData", "EndCashPosition", "OtherCashAdjustmentOutsideChangeinCash", "BeginningCashPosition", "EffectOfExchangeRateChanges", "ChangesInCash", "OtherCashAdjustmentInsideChangeinCash", "CashFlowFromDiscontinuedOperation", "FinancingCashFlow", "CashFromDiscontinuedFinancingActivities", "CashFlowFromContinuingFinancingActivities", "NetOtherFinancingCharges", "InterestPaidCFF", "ProceedsFromStockOptionExercised", "CashDividendsPaid", "PreferredStockDividendPaid", "CommonStockDividendPaid", "NetPreferredStockIssuance", "PreferredStockPayments", "PreferredStockIssuance", "NetCommonStockIssuance", "CommonStockPayments", "CommonStockIssuance", "NetIssuancePaymentsOfDebt", "NetShortTermDebtIssuance", "ShortTermDebtPayments", "ShortTermDebtIssuance", "NetLongTermDebtIssuance", "LongTermDebtPayments", "LongTermDebtIssuance", "InvestingCashFlow", "CashFromDiscontinuedInvestingActivities", "CashFlowFromContinuingInvestingActivities", "NetOtherInvestingChanges", "InterestReceivedCFI", "DividendsReceivedCFI", "NetInvestmentPurchaseAndSale", "SaleOfInvestment", "PurchaseOfInvestment", "NetInvestmentPropertiesPurchaseAndSale", "SaleOfInvestmentProperties", "PurchaseOfInvestmentProperties", "NetBusinessPurchaseAndSale", "SaleOfBusiness", "PurchaseOfBusiness", "NetIntangiblesPurchaseAndSale", "SaleOfIntangibles", "PurchaseOfIntangibles", "NetPPEPurchaseAndSale", "SaleOfPPE", "PurchaseOfPPE", "CapitalExpenditureReported", "OperatingCashFlow", "CashFromDiscontinuedOperatingActivities", "CashFlowFromContinuingOperatingActivities", "TaxesRefundPaid", "InterestReceivedCFO", "InterestPaidCFO", "DividendReceivedCFO", "DividendPaidCFO", "ChangeInWorkingCapital", "ChangeInOtherWorkingCapital", "ChangeInOtherCurrentLiabilities", "ChangeInOtherCurrentAssets", "ChangeInPayablesAndAccruedExpense", "ChangeInAccruedExpense", "ChangeInInterestPayable", "ChangeInPayable", "ChangeInDividendPayable", "ChangeInAccountPayable", "ChangeInTaxPayable", "ChangeInIncomeTaxPayable", "ChangeInPrepaidAssets", "ChangeInInventory", "ChangeInReceivables", "ChangesInAccountReceivables", "OtherNonCashItems", "ExcessTaxBenefitFromStockBasedCompensation", "StockBasedCompensation", "UnrealizedGainLossOnInvestmentSecurities", "ProvisionandWriteOffofAssets", "AssetImpairmentCharge", "AmortizationOfSecurities", "DeferredTax", "DeferredIncomeTax", "DepreciationAmortizationDepletion", "Depletion", "DepreciationAndAmortization", "AmortizationCashFlow", "AmortizationOfIntangibles", "Depreciation", "OperatingGainsLosses", "PensionAndEmployeeBenefitExpense", "EarningsLossesFromEquityInvestments", "GainLossOnInvestmentSecurities", "NetForeignCurrencyExchangeGainLoss", "GainLossOnSaleOfPPE", "GainLossOnSaleOfBusiness", "NetIncomeFromContinuingOperations", "CashFlowsfromusedinOperatingActivitiesDirect", "TaxesRefundPaidDirect", "InterestReceivedDirect", "InterestPaidDirect", "DividendsReceivedDirect", "DividendsPaidDirect", "ClassesofCashPayments", "OtherCashPaymentsfromOperatingActivities", "PaymentsonBehalfofEmployees", "PaymentstoSuppliersforGoodsandServices", "ClassesofCashReceiptsfromOperatingActivities", "OtherCashReceiptsfromOperatingActivities", "ReceiptsfromGovernmentGrants", "ReceiptsfromCustomers"]} _PRICE_COLNAMES_ = ['Open', 'High', 'Low', 'Close', 'Adj Close'] quote_summary_valid_modules = ( "summaryProfile", # contains general information about the company "summaryDetail", # prices + volume + market cap + etc "assetProfile", # summaryProfile + company officers "fundProfile", "price", # current prices "quoteType", # quoteType "esgScores", # Environmental, social, and governance (ESG) scores, sustainability and ethical performance of companies "incomeStatementHistory", "incomeStatementHistoryQuarterly", "balanceSheetHistory", "balanceSheetHistoryQuarterly", "cashFlowStatementHistory", "cashFlowStatementHistoryQuarterly", "defaultKeyStatistics", # KPIs (PE, enterprise value, EPS, EBITA, and more) "financialData", # Financial KPIs (revenue, gross margins, operating cash flow, free cash flow, and more) "calendarEvents", # future earnings date "secFilings", # SEC filings, such as 10K and 10Q reports "upgradeDowngradeHistory", # upgrades and downgrades that analysts have given a company's stock "institutionOwnership", # institutional ownership, holders and shares outstanding "fundOwnership", # mutual fund ownership, holders and shares outstanding "majorDirectHolders", "majorHoldersBreakdown", "insiderTransactions", # insider transactions, such as the number of shares bought and sold by company executives "insiderHolders", # insider holders, such as the number of shares held by company executives "netSharePurchaseActivity", # net share purchase activity, such as the number of shares bought and sold by company executives "earnings", # earnings history "earningsHistory", "earningsTrend", # earnings trend "industryTrend", "indexTrend", "sectorTrend", "recommendationTrend", "futuresChain", ) # map last updated as of 2024.09.18 SECTOR_INDUSTY_MAPPING = { 'basic-materials': {'specialty-chemicals', 'gold', 'building-materials', 'copper', 'steel', 'agricultural-inputs', 'chemicals', 'other-industrial-metals-mining', 'lumber-wood-production', 'aluminum', 'other-precious-metals-mining', 'coking-coal', 'paper-paper-products', 'silver'}, 'communication-services': {'internet-content-information', 'telecom-services', 'entertainment', 'electronic-gaming-multimedia', 'advertising-agencies', 'broadcasting', 'publishing'}, 'consumer-cyclical': {'internet-retail', 'auto-manufacturers', 'restaurants', 'home-improvement-retail', 'travel-services', 'specialty-retail', 'apparel-retail', 'residential-construction', 'footwear-accessories', 'packaging-containers', 'lodging', 'auto-parts', 'auto-truck-dealerships', 'gambling', 'resorts-casinos', 'leisure', 'apparel-manufacturing', 'personal-services', 'furnishings-fixtures-appliances', 'recreational-vehicles', 'luxury-goods', 'department-stores', 'textile-manufacturing'}, 'consumer-defensive': {'discount-stores', 'beverages-non-alcoholic', 'household-personal-products', 'packaged-foods', 'tobacco', 'confectioners', 'farm-products', 'food-distribution', 'grocery-stores', 'beverages-brewers', 'education-training-services', 'beverages-wineries-distilleries'}, 'energy': {'oil-gas-integrated', 'oil-gas-midstream', 'oil-gas-e-p', 'oil-gas-equipment-services', 'oil-gas-refining-marketing', 'uranium', 'oil-gas-drilling', 'thermal-coal'}, 'financial-services': {'banks-diversified', 'credit-services', 'asset-management', 'insurance-diversified', 'banks-regional', 'capital-markets', 'financial-data-stock-exchanges', 'insurance-property-casualty', 'insurance-brokers', 'insurance-life', 'insurance-specialty', 'mortgage-finance', 'insurance-reinsurance', 'shell-companies', 'financial-conglomerates'}, 'healthcare': {'drug-manufacturers-general', 'healthcare-plans', 'biotechnology', 'medical-devices', 'diagnostics-research', 'medical-instruments-supplies', 'medical-care-facilities', 'drug-manufacturers-specialty-generic', 'health-information-services', 'medical-distribution', 'pharmaceutical-retailers'}, 'industrials': {'aerospace-defense', 'specialty-industrial-machinery', 'railroads', 'building-products-equipment', 'farm-heavy-construction-machinery', 'specialty-business-services', 'integrated-freight-logistics', 'waste-management', 'conglomerates', 'industrial-distribution', 'engineering-construction', 'rental-leasing-services', 'consulting-services', 'trucking', 'electrical-equipment-parts', 'airlines', 'tools-accessories', 'pollution-treatment-controls', 'security-protection-services', 'marine-shipping', 'metal-fabrication', 'infrastructure-operations', 'staffing-employment-services', 'airports-air-services', 'business-equipment-supplies'}, 'real-estate': {'reit-specialty', 'reit-industrial', 'reit-retail', 'reit-residential', 'reit-healthcare-facilities', 'real-estate-services', 'reit-office', 'reit-diversified', 'reit-mortgage', 'reit-hotel-motel', 'real-estate-development', 'real-estate-diversified'}, 'technology': {'software-infrastructure', 'semiconductors', 'consumer-electronics', 'software-application', 'information-technology-services', 'semiconductor-equipment-materials', 'communication-equipment', 'computer-hardware', 'electronic-components', 'scientific-technical-instruments', 'solar', 'electronics-computer-distribution'}, 'utilities': {'utilities-regulated-electric', 'utilities-renewable', 'utilities-diversified', 'utilities-regulated-gas', 'utilities-independent-power-producers', 'utilities-regulated-water'} } def merge_two_level_dicts(dict1, dict2): result = dict1.copy() for key, value in dict2.items(): if key in result: # If both are sets, merge them if isinstance(value, set) and isinstance(result[key], set): result[key] = result[key] | value # If both are dicts, merge their contents elif isinstance(value, dict) and isinstance(result[key], dict): result[key] = { k: (result[key].get(k, set()) | v if isinstance(v, set) else v) if k in result[key] else v for k, v in value.items() } else: result[key] = value return result EQUITY_SCREENER_EQ_MAP = { "exchange": { 'ar': {'BUE'}, 'at': {'VIE'}, 'au': {'ASX'}, 'be': {'BRU'}, 'br': {'SAO'}, 'ca': {'CNQ', 'NEO', 'TOR', 'VAN'}, 'ch': {'EBS'}, 'cl': {'SGO'}, 'cn': {'SHH', 'SHZ'}, 'co': {'BVC'}, 'cz': {'PRA'}, 'de': {'BER', 'DUS', 'FRA', 'HAM', 'GER', 'MUN', 'STU'}, 'dk': {'CPH'}, 'ee': {'TAL'}, 'eg': {'CAI'}, 'es': {'MCE'}, 'fi': {'HEL'}, 'fr': {'PAR'}, 'gb': {'AQS', 'IOB', 'LSE'}, 'gr': {'ATH'}, 'hk': {'HKG'}, 'hu': {'BUD'}, 'id': {'JKT'}, 'ie': {'ISE'}, 'il': {'TLV'}, 'in': {'BSE', 'NSI'}, 'is': {'ICE'}, 'it': {'MIL'}, 'jp': {'FKA', 'JPX', 'SAP'}, 'kr': {'KOE', 'KSC'}, 'kw': {'KUW'}, 'lk': {}, 'lt': {'LIT'}, 'lv': {'RIS'}, 'mx': {'MEX'}, 'my': {'KLS'}, 'nl': {'AMS'}, 'no': {'OSL'}, 'nz': {'NZE'}, 'pe': {}, 'ph': {'PHP', 'PHS'}, 'pk': {}, 'pl': {'WSE'}, 'pt': {'LIS'}, 'qa': {'DOH'}, 'ro': {'BVB'}, 'ru': {}, 'sa': {'SAU'}, 'se': {'STO'}, 'sg': {'SES'}, 'sr': {}, 'th': {'SET'}, 'tr': {'IST'}, 'tw': {'TAI', 'TWO'}, 'us': {'ASE', 'BTS', 'CXI', 'NCM', 'NGM', 'NMS', 'NYQ', 'OEM', 'OQB', 'OQX', 'PCX', 'PNK', 'YHD'}, 've': {'CCS'}, 'vn': {}, 'za': {'JNB'} }, "sector": { "Basic Materials", "Industrials", "Communication Services", "Healthcare", "Real Estate", "Technology", "Energy", "Utilities", "Financial Services", "Consumer Defensive", "Consumer Cyclical" }, "peer_group": { "US Fund Equity Energy", "US CE Convertibles", "EAA CE UK Large-Cap Equity", "EAA CE Other", "US Fund Financial", "India CE Multi-Cap", "US Fund Foreign Large Blend", "US Fund Consumer Cyclical", "EAA Fund Global Equity Income", "China Fund Sector Equity Financial and Real Estate", "US Fund Equity Precious Metals", "EAA Fund RMB Bond - Onshore", "China Fund QDII Greater China Equity", "US Fund Large Growth", "EAA Fund Germany Equity", "EAA Fund Hong Kong Equity", "EAA CE UK Small-Cap Equity", "US Fund Natural Resources", "US CE Preferred Stock", "India Fund Sector - Financial Services", "US Fund Diversified Emerging Mkts", "EAA Fund South Africa & Namibia Equity", "China Fund QDII Sector Equity", "EAA CE Sector Equity Biotechnology", "EAA Fund Switzerland Equity", "US Fund Large Value", "EAA Fund Asia ex-Japan Equity", "US Fund Health", "US Fund China Region", "EAA Fund Emerging Europe ex-Russia Equity", "EAA Fund Sector Equity Industrial Materials", "EAA Fund Japan Large-Cap Equity", "EAA Fund EUR Corporate Bond", "US Fund Technology", "EAA CE Global Large-Cap Blend Equity", "Mexico Fund Mexico Equity", "US Fund Trading--Leveraged Equity", "EAA Fund Sector Equity Consumer Goods & Services", "US Fund Large Blend", "EAA Fund Global Flex-Cap Equity", "EAA Fund EUR Aggressive Allocation - Global", "EAA Fund China Equity", "EAA Fund Global Large-Cap Growth Equity", "US CE Options-based", "EAA Fund Sector Equity Financial Services", "EAA Fund Europe Large-Cap Blend Equity", "EAA Fund China Equity - A Shares", "EAA Fund USD Corporate Bond", "EAA Fund Eurozone Large-Cap Equity", "China Fund Aggressive Allocation Fund", "EAA Fund Sector Equity Technology", "EAA Fund Global Emerging Markets Equity", "EAA Fund EUR Moderate Allocation - Global", "EAA Fund Other Bond", "EAA Fund Denmark Equity", "EAA Fund US Large-Cap Blend Equity", "India Fund Large-Cap", "Paper & Forestry", "Containers & Packaging", "US Fund Miscellaneous Region", "Energy Services", "EAA Fund Other Equity", "Homebuilders", "Construction Materials", "China Fund Equity Funds", "Steel", "Consumer Durables", "EAA Fund Global Large-Cap Blend Equity", "Transportation Infrastructure", "Precious Metals", "Building Products", "Traders & Distributors", "Electrical Equipment", "Auto Components", "Construction & Engineering", "Aerospace & Defense", "Refiners & Pipelines", "Diversified Metals", "Textiles & Apparel", "Industrial Conglomerates", "Household Products", "Commercial Services", "Food Retailers", "Semiconductors", "Media", "Automobiles", "Consumer Services", "Technology Hardware", "Transportation", "Telecommunication Services", "Oil & Gas Producers", "Machinery", "Retailing", "Healthcare", "Chemicals", "Food Products", "Diversified Financials", "Real Estate", "Insurance", "Utilities", "Pharmaceuticals", "Software & Services", "Banks" } } EQUITY_SCREENER_EQ_MAP['region'] = EQUITY_SCREENER_EQ_MAP['exchange'].keys() ordered_keys = ['region'] + [k for k in EQUITY_SCREENER_EQ_MAP.keys() if k != 'region'] EQUITY_SCREENER_EQ_MAP = {k:EQUITY_SCREENER_EQ_MAP[k] for k in ordered_keys} FUND_SCREENER_EQ_MAP = { "exchange": { 'us': {'NAS'} } } COMMON_SCREENER_FIELDS = { "price":{ "eodprice", "intradaypricechange", "intradayprice" }, "eq_fields": { "exchange"}, } FUND_SCREENER_FIELDS = { "eq_fields": { "categoryname", "performanceratingoverall", "initialinvestment", "annualreturnnavy1categoryrank", "riskratingoverall"} } FUND_SCREENER_FIELDS = merge_two_level_dicts(FUND_SCREENER_FIELDS, COMMON_SCREENER_FIELDS) EQUITY_SCREENER_FIELDS = { "eq_fields": { "region", "sector", "peer_group"}, "price":{ "lastclosemarketcap.lasttwelvemonths", "percentchange", "lastclose52weekhigh.lasttwelvemonths", "fiftytwowkpercentchange", "lastclose52weeklow.lasttwelvemonths", "intradaymarketcap"}, "trading":{ "beta", "avgdailyvol3m", "pctheldinsider", "pctheldinst", "dayvolume", "eodvolume"}, "short_interest":{ "short_percentage_of_shares_outstanding.value", "short_interest.value", "short_percentage_of_float.value", "days_to_cover_short.value", "short_interest_percentage_change.value"}, "valuation":{ "bookvalueshare.lasttwelvemonths", "lastclosemarketcaptotalrevenue.lasttwelvemonths", "lastclosetevtotalrevenue.lasttwelvemonths", "pricebookratio.quarterly", "peratio.lasttwelvemonths", "lastclosepricetangiblebookvalue.lasttwelvemonths", "lastclosepriceearnings.lasttwelvemonths", "pegratio_5y"}, "profitability":{ "consecutive_years_of_dividend_growth_count", "returnonassets.lasttwelvemonths", "returnonequity.lasttwelvemonths", "forward_dividend_per_share", "forward_dividend_yield", "returnontotalcapital.lasttwelvemonths"}, "leverage":{ "lastclosetevebit.lasttwelvemonths", "netdebtebitda.lasttwelvemonths", "totaldebtequity.lasttwelvemonths", "ltdebtequity.lasttwelvemonths", "ebitinterestexpense.lasttwelvemonths", "ebitdainterestexpense.lasttwelvemonths", "lastclosetevebitda.lasttwelvemonths", "totaldebtebitda.lasttwelvemonths"}, "liquidity":{ "quickratio.lasttwelvemonths", "altmanzscoreusingtheaveragestockinformationforaperiod.lasttwelvemonths", "currentratio.lasttwelvemonths", "operatingcashflowtocurrentliabilities.lasttwelvemonths"}, "income_statement":{ "totalrevenues.lasttwelvemonths", "netincomemargin.lasttwelvemonths", "grossprofit.lasttwelvemonths", "ebitda1yrgrowth.lasttwelvemonths", "dilutedepscontinuingoperations.lasttwelvemonths", "quarterlyrevenuegrowth.quarterly", "epsgrowth.lasttwelvemonths", "netincomeis.lasttwelvemonths", "ebitda.lasttwelvemonths", "dilutedeps1yrgrowth.lasttwelvemonths", "totalrevenues1yrgrowth.lasttwelvemonths", "operatingincome.lasttwelvemonths", "netincome1yrgrowth.lasttwelvemonths", "grossprofitmargin.lasttwelvemonths", "ebitdamargin.lasttwelvemonths", "ebit.lasttwelvemonths", "basicepscontinuingoperations.lasttwelvemonths", "netepsbasic.lasttwelvemonths" "netepsdiluted.lasttwelvemonths"}, "balance_sheet":{ "totalassets.lasttwelvemonths", "totalcommonsharesoutstanding.lasttwelvemonths", "totaldebt.lasttwelvemonths", "totalequity.lasttwelvemonths", "totalcurrentassets.lasttwelvemonths", "totalcashandshortterminvestments.lasttwelvemonths", "totalcommonequity.lasttwelvemonths", "totalcurrentliabilities.lasttwelvemonths", "totalsharesoutstanding"}, "cash_flow":{ "forward_dividend_yield", "leveredfreecashflow.lasttwelvemonths", "capitalexpenditure.lasttwelvemonths", "cashfromoperations.lasttwelvemonths", "leveredfreecashflow1yrgrowth.lasttwelvemonths", "unleveredfreecashflow.lasttwelvemonths", "cashfromoperations1yrgrowth.lasttwelvemonths"}, "esg":{ "esg_score", "environmental_score", "governance_score", "social_score", "highest_controversy"} } EQUITY_SCREENER_FIELDS = merge_two_level_dicts(EQUITY_SCREENER_FIELDS, COMMON_SCREENER_FIELDS) USER_AGENTS = [ # Chrome "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/133.0.0.0 Safari/537.36", "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/133.0.0.0 Safari/537.36", "Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/133.0.0.0 Safari/537.36", # Firefox "Mozilla/5.0 (Windows NT 10.0; Win64; x64; rv:135.0) Gecko/20100101 Firefox/135.0", "Mozilla/5.0 (Macintosh; Intel Mac OS X 14.7; rv:135.0) Gecko/20100101 Firefox/135.0", "Mozilla/5.0 (X11; Linux i686; rv:135.0) Gecko/20100101 Firefox/135.0", # Safari "Mozilla/5.0 (Macintosh; Intel Mac OS X 14_7_4) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/18.3 Safari/605.1.15", # Edge "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/133.0.0.0 Safari/537.36 Edg/131.0.2903.86" ]