learn-trading/explore_data.py

#!/usr/bin/env python3
"""
Explore defeatbeta-api data types and structure
"""

from defeatbeta_api.data.ticker import Ticker

def explore_data_types():
    """Explore the different data types returned by the API"""
    
    print("EXPLORING DEFEATBETA-API DATA TYPES")
    print("="*70)
    
    # Test with Microsoft
    msft = Ticker('MSFT')
    
    # 1. Explore Statement object
    print("\n1. STATEMENT OBJECT EXPLORATION:")
    print("-" * 40)
    
    income_stmt = msft.quarterly_income_statement()
    print(f"Type: {type(income_stmt)}")
    print(f"Available methods: {[m for m in dir(income_stmt) if not m.startswith('_')]}")
    
    # Try to get the data
    try:
        print("\nTrying income_stmt.data():")
        data_result = income_stmt.data()
        print(f"Result type: {type(data_result)}")
        if hasattr(data_result, 'shape'):
            print(f"Shape: {data_result.shape}")
    except Exception as e:
        print(f"data() method error: {type(e).__name__}: {e}")
    
    try:
        print("\nTrying income_stmt.df():")
        df_result = income_stmt.df()
        print(f"Result type: {type(df_result)}")
        if hasattr(df_result, 'shape'):
            print(f"Shape: {df_result.shape}")
            print(f"Columns: {list(df_result.columns)}")
            print(f"\nFirst few breakdown items:")
            print(df_result['Breakdown'].head(10).tolist())
    except Exception as e:
        print(f"df() method error: {type(e).__name__}: {e}")
    
    # 2. Explore News object
    print("\n\n2. NEWS OBJECT EXPLORATION:")
    print("-" * 40)
    
    news = msft.news()
    print(f"Type: {type(news)}")
    print(f"Available methods: {[m for m in dir(news) if not m.startswith('_')]}")
    
    # 3. Explore Transcripts object
    print("\n\n3. TRANSCRIPTS OBJECT EXPLORATION:")
    print("-" * 40)
    
    transcripts = msft.earning_call_transcripts()
    print(f"Type: {type(transcripts)}")
    print(f"Available methods: {[m for m in dir(transcripts) if not m.startswith('_')]}")
    
    # Get transcripts list
    try:
        transcript_list = transcripts.get_transcripts_list()
        print(f"\nget_transcripts_list() type: {type(transcript_list)}")
        if hasattr(transcript_list, 'shape'):
            print(f"Shape: {transcript_list.shape}")
            print(f"Columns: {list(transcript_list.columns)}")
            print(f"\nMost recent transcript: FY{transcript_list.iloc[-1]['fiscal_year']} Q{transcript_list.iloc[-1]['fiscal_quarter']}")
    except Exception as e:
        print(f"get_transcripts_list() error: {type(e).__name__}: {e}")
    
    # 4. Test practical data retrieval
    print("\n\n4. PRACTICAL DATA RETRIEVAL:")
    print("-" * 40)
    
    # Get recent financials
    print("Recent quarterly metrics for MSFT:")
    
    # Price
    price = msft.price()
    print(f"\nPrice data: {len(price)} rows, from {price.iloc[0]['report_date']} to {price.iloc[-1]['report_date']}")
    
    # TTM metrics
    ttm_eps = msft.ttm_eps()
    print(f"TTM EPS: Latest = ${ttm_eps.iloc[-1]['tailing_eps']:.2f}")
    
    # Growth
    growth = msft.quarterly_revenue_yoy_growth()
    if not growth.empty:
        print(f"Revenue YoY Growth: {growth.iloc[-1]['yoy_growth']:.2%}")
    
    # Ratios
    ratios = msft.roe()
    if not ratios.empty:
        print(f"ROE: {ratios.iloc[-1]['roe']:.2%}")
    
    # Beta
    beta = msft.beta()
    if not beta.empty:
        print(f"Beta: {beta.iloc[-1]['beta']:.2f}")

def test_different_companies():
    """Test API with different types of companies"""
    
    print("\n\n5. TESTING DIFFERENT COMPANIES:")
    print("="*70)
    
    companies = [
        ('GOOGL', 'Alphabet', 'Tech'),
        ('JPM', 'JPMorgan Chase', 'Financial'),
        ('JNJ', 'Johnson & Johnson', 'Healthcare'),
        ('XOM', 'Exxon Mobil', 'Energy')
    ]
    
    for symbol, name, sector in companies:
        print(f"\n{symbol} - {name} ({sector}):")
        print("-" * 30)
        
        try:
            ticker = Ticker(symbol)
            
            # Quick stats
            price = ticker.price()
            if not price.empty:
                print(f"  Price: ${price.iloc[-1]['close']:.2f}")
            
            ttm_pe = ticker.ttm_pe()
            if not ttm_pe.empty:
                print(f"  P/E: {ttm_pe.iloc[-1]['ttm_pe']:.2f}")
            
            market_cap = ticker.market_capitalization()
            if not market_cap.empty:
                mcap = market_cap.iloc[-1]['market_capitalization']
                print(f"  Market Cap: ${mcap/1e9:.1f}B")
            
            roe = ticker.roe()
            if not roe.empty:
                print(f"  ROE: {roe.iloc[-1]['roe']:.2%}")
                
        except Exception as e:
            print(f"  Error: {type(e).__name__}")

if __name__ == "__main__":
    explore_data_types()
    test_different_companies()