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FinanceToolkit v1.1.2

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@JerBouma JerBouma released this 24 Jul 10:22
· 691 commits to main since this release

Added in functionality to set a start and end date. For example:

from financetoolkit import Toolkit

companies = Toolkit(['AAPL', 'MSFT'], api_key="FMP_KEY", start_date='2017-12-31')

# an Enterprise example
enterprise = companies.get_enterprise()

# a Historical example
historical_data = companies.get_historical_data()

# a Financial Statement example
balance_sheet_statement = companies.get_balance_sheet_statement()

# a Ratios example
profitability_ratios = companies.ratios.collect_profitability_ratios()

# Show the profitability ratios for Apple
profitability_ratios.loc['AAPL']

This returns the following output for profitability_ratios.loc['AAPL]. Omitting .loc['AAPL'] will return the result for both AAPL and MSFT.

2018 2019 2020 2021 2022
Gross Margin 0.383437 0.378178 0.382332 0.417794 0.433096
Operating Margin 0.26694 0.24572 0.241473 0.297824 0.302887
Net Profit Margin 0.224142 0.212381 0.209136 0.258818 0.253096
Interest Burden Ratio 1.02828 1.02827 1.01211 1.00237 0.997204
Income Before Tax Profit Margin 0.274489 0.252666 0.244398 0.298529 0.30204
Effective Tax Rate 0.183422 0.159438 0.144282 0.133023 0.162045
Return on Assets (ROA) 0.162775 0.16323 0.177256 0.269742 0.282924
Return on Equity (ROE) 0.555601 0.610645 0.878664 1.50071 1.96959
Return on Invested Capital (ROIC) 0.269858 0.293721 0.344126 0.503852 0.562645
Return on Capital Employed (ROCE) 0.305968 0.297739 0.320207 0.495972 0.613937
Return on Tangible Assets 0.555601 0.610645 0.878664 1.50071 1.96959
Income Quality Ratio 1.30073 1.25581 1.4052 1.09884 1.22392
Net Income per EBT 0.816578 0.840562 0.855718 0.866977 0.837955
Free Cash Flow to Operating Cash Flow Ratio 0.828073 0.848756 0.909401 0.893452 0.912338
EBT to EBIT Ratio 0.957448 0.948408 0.958936 0.976353 0.975982
EBIT to Revenue 0.286688 0.26641 0.254864 0.305759 0.309473