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Redesign YfConfig + small fixes

Browse Source 
Fixes:
- earnings_dates caching
- _resample on period=ytd

New deprecations:
- yf.set_config()
- move enable_debug_mode() to YfConfig

Complete deprecations:
- proxy arguments
- download(auto_adjust)

Small test fixes
This commit is contained in:
ValueRaider
2025-12-20 16:01:38 +00:00
parent 39c2f76c1a
commit 4f38ecfea0
26 changed files with 352 additions and 545 deletions
Download Patch File Download Diff File Expand all files Collapse all files
doc/source/advanced/config.rst
+43 -14
View File
@@ -2,26 +2,55 @@
Config
******
`yfinance` has a new global config for sharing common values.
Proxy
-----
Set proxy once in config, affects all yfinance data fetches.
`yfinance` has a new global config for sharing common values:
.. code-block:: python
import yfinance as yf
yf.set_config(proxy="PROXY_SERVER")
>>> import yfinance as yf
>>> yf.config
{
"network": {
"proxy": null,
"retries": 0
},
"debug": {
"hide_exceptions": true,
"logging": false
}
}
>>> yf.config.network
{
"proxy": null,
"retries": 0
}
Retries
Network
-------
Configure automatic retry for transient network errors. The retry mechanism uses exponential backoff (1s, 2s, 4s...).
* **proxy** - Set proxy for all yfinance data fetches.
.. code-block:: python
.. code-block:: python
import yfinance as yf
yf.set_config(retries=2)
yf.config.network.proxy = "PROXY_SERVER"
Set to 0 to disable retries (default behavior).
* **retries** - Configure automatic retry for transient network errors. The retry mechanism uses exponential backoff (1s, 2s, 4s...).
.. code-block:: python
yf.config.network.retries = 2
Debug
-----
* **hide_exceptions** - Set to `False` to stop yfinance hiding exceptions.
.. code-block:: python
yf.config.debug.hide_exceptions = False
* **logging** - Set to `True` to enable verbose debug logging.
.. code-block:: python
yf.config.debug.logging = True
tests/test_calendars.py
+2 -2
View File
@@ -11,11 +11,11 @@ class TestCalendars(unittest.TestCase):
self.calendars = yf.Calendars(session=session_gbl)
def test_get_earnings_calendar(self):
result = self.calendars.get_earnings_calendar(limit=5)
result = self.calendars.get_earnings_calendar(limit=1)
tickers = self.calendars.earnings_calendar.index.tolist()
self.assertIsInstance(result, pd.DataFrame)
self.assertEqual(len(result), 5)
self.assertEqual(len(result), 1)
self.assertIsInstance(tickers, list)
self.assertEqual(len(tickers), len(result))
self.assertEqual(tickers, result.index.tolist())
tests/test_price_repair.py
+24 -21
View File
@@ -61,7 +61,7 @@ class TestPriceRepairAssumptions(unittest.TestCase):
vol_diff_pct0 = (dfr['Volume'].iloc[0] - df_truth['Volume'].iloc[0])/df_truth['Volume'].iloc[0]
vol_diff_pct1 = (dfr['Volume'].iloc[-1] - df_truth['Volume'].iloc[-1])/df_truth['Volume'].iloc[-1]
vol_diff_pct = _np.array([vol_diff_pct0, vol_diff_pct1])
vol_match = vol_diff_pct > -0.23
vol_match = vol_diff_pct > -0.32
vol_match_nmatch = _np.sum(vol_match)
vol_match_ndiff = len(vol_match) - vol_match_nmatch
if vol_match.all():
@@ -78,6 +78,8 @@ class TestPriceRepairAssumptions(unittest.TestCase):
if debug:
print("- investigate:")
print(f" - interval = {interval}")
print(f" - period = {period}")
print("- df_truth:")
print(df_truth)#[['Open', 'Close', 'Volume']])
df_1d = dat.history(interval='1d', period=period)
@@ -361,27 +363,23 @@ class TestPriceRepair(unittest.TestCase):
hist = dat._lazy_load_price_history()
tz_exchange = dat.fast_info["timezone"]
df_bad = _pd.DataFrame(data={"Open": [0, 114.37, 114.20],
"High": [0, 114.40, 114.40],
"Low": [0, 114.36, 114.20],
"Close": [114.39, 114.38, 114.45],
"Adj Close": [114.39, 114.38, 114.45],
"Volume": [9, 15666, 1094]},
index=_pd.to_datetime([_dt.datetime(2025, 3, 17),
_dt.datetime(2025, 3, 14),
_dt.datetime(2025, 3, 13)]))
df_bad = df_bad.sort_index()
df_bad.index.name = "Date"
df_bad.index = df_bad.index.tz_localize(tz_exchange)
correct_df = dat.history(period='1mo', auto_adjust=False)
dt_bad = correct_df.index[len(correct_df)//2]
df_bad = correct_df.copy()
for c in df_bad.columns:
df_bad.loc[dt_bad, c] = _np.nan
repaired_df = hist._fix_zeroes(df_bad, "1d", tz_exchange, prepost=False)
correct_df = df_bad.copy()
correct_df.loc["2025-03-17", "Open"] = 114.62
correct_df.loc["2025-03-17", "High"] = 114.62
correct_df.loc["2025-03-17", "Low"] = 114.41
for c in ["Open", "Low", "High", "Close"]:
self.assertTrue(_np.isclose(repaired_df[c], correct_df[c], rtol=1e-7).all())
try:
self.assertTrue(_np.isclose(repaired_df[c], correct_df[c], rtol=1e-7).all())
except Exception:
print(f"# column = {c}")
print("# correct:") ; print(correct_df[c])
print("# repaired:") ; print(repaired_df[c])
raise
self.assertTrue("Repaired?" in repaired_df.columns)
self.assertFalse(repaired_df["Repaired?"].isna().any())
@@ -421,7 +419,13 @@ class TestPriceRepair(unittest.TestCase):
df_slice_bad_repaired = hist._fix_zeroes(df_slice_bad, "1d", tz_exchange, prepost=False)
for c in ["Close", "Adj Close"]:
self.assertTrue(_np.isclose(df_slice_bad_repaired[c], df_slice[c], rtol=rtol).all())
try:
self.assertTrue(_np.isclose(df_slice_bad_repaired[c], df_slice[c], rtol=rtol).all())
except Exception:
print(f"# column = {c}")
print("# correct:") ; print(df_slice[c])
print("# repaired:") ; print(df_slice_bad_repaired[c])
raise
self.assertTrue("Repaired?" in df_slice_bad_repaired.columns)
self.assertFalse(df_slice_bad_repaired["Repaired?"].isna().any())
@@ -464,7 +468,7 @@ class TestPriceRepair(unittest.TestCase):
# Stocks that split in 2022 but no problems in Yahoo data,
# so repair should change nothing
good_tkrs = ['AMZN', 'DXCM', 'FTNT', 'GOOG', 'GME', 'PANW', 'SHOP', 'TSLA']
good_tkrs += ['AEI', 'GHI', 'IRON', 'LXU', 'RSLS', 'TISI']
good_tkrs += ['AEI', 'GHI', 'IRON', 'LXU', 'TISI']
good_tkrs += ['BOL.ST', 'TUI1.DE']
intervals = ['1d', '1wk', '1mo', '3mo']
for tkr in good_tkrs:
@@ -589,7 +593,6 @@ class TestPriceRepair(unittest.TestCase):
# Div 0.01x
bad_tkrs += ['NVT.L']
bad_tkrs += ['TENT.L']
# Missing div adjusts:
bad_tkrs += ['1398.HK']
tests/test_ticker.py
+28 -21
View File
@@ -15,7 +15,7 @@ import pandas as pd
from tests.context import yfinance as yf
from tests.context import session_gbl
from yfinance.exceptions import YFPricesMissingError, YFInvalidPeriodError, YFNotImplementedError, YFTickerMissingError, YFTzMissingError, YFDataException
from yfinance.config import YfConfig
import unittest
# import requests_cache
@@ -132,10 +132,11 @@ class TestTicker(unittest.TestCase):
def test_invalid_period(self):
tkr = 'VALE'
dat = yf.Ticker(tkr, session=self.session)
YfConfig.debug.hide_exceptions = False
with self.assertRaises(YFInvalidPeriodError):
dat.history(period="2wks", interval="1d", raise_errors=True)
dat.history(period="2wks", interval="1d")
with self.assertRaises(YFInvalidPeriodError):
dat.history(period="2mos", interval="1d", raise_errors=True)
dat.history(period="2mos", interval="1d")
def test_valid_custom_periods(self):
valid_periods = [
@@ -151,9 +152,11 @@ class TestTicker(unittest.TestCase):
tkr = "AAPL"
dat = yf.Ticker(tkr, session=self.session)
YfConfig.debug.hide_exceptions = False
for period, interval in valid_periods:
with self.subTest(period=period, interval=interval):
df = dat.history(period=period, interval=interval, raise_errors=True)
df = dat.history(period=period, interval=interval)
self.assertIsInstance(df, pd.DataFrame)
self.assertFalse(df.empty, f"No data returned for period={period}, interval={interval}")
self.assertIn("Close", df.columns, f"'Close' column missing for period={period}, interval={interval}")
@@ -185,21 +188,25 @@ class TestTicker(unittest.TestCase):
self.assertLessEqual(df.index[-1].to_pydatetime().replace(tzinfo=None), now,
f"End date {df.index[-1]} out of range for period={period}")
def test_prices_missing(self):
# this test will need to be updated every time someone wants to run a test
# hard to find a ticker that matches this error other than options
# META call option, 2024 April 26th @ strike of 180000
tkr = 'META240426C00180000'
dat = yf.Ticker(tkr, session=self.session)
with self.assertRaises(YFPricesMissingError):
dat.history(period="5d", interval="1m", raise_errors=True)
# # 2025-12-11: test failing and no time to find new tkr
# def test_prices_missing(self):
# # this test will need to be updated every time someone wants to run a test
# # hard to find a ticker that matches this error other than options
# # META call option, 2024 April 26th @ strike of 180000
# tkr = 'META240426C00180000'
# dat = yf.Ticker(tkr, session=self.session)
# YfConfig.debug.hide_exceptions = False
# with self.assertRaises(YFPricesMissingError):
# dat.history(period="5d", interval="1m")
def test_ticker_missing(self):
tkr = 'ATVI'
dat = yf.Ticker(tkr, session=self.session)
# A missing ticker can trigger either a niche error or the generalized error
with self.assertRaises((YFTickerMissingError, YFTzMissingError, YFPricesMissingError)):
dat.history(period="3mo", interval="1d", raise_errors=True)
YfConfig.debug.hide_exceptions = False
dat.history(period="3mo", interval="1d")
def test_goodTicker(self):
# that yfinance works when full api is called on same instance of ticker
@@ -505,7 +512,7 @@ class TestTickerMiscFinancials(unittest.TestCase):
def test_isin(self):
data = self.ticker.isin
self.assertIsInstance(data, str, "data has wrong type")
self.assertEqual("ARDEUT116159", data, "data is empty")
self.assertEqual("CA02080M1005", data, "data is empty")
data_cached = self.ticker.isin
self.assertIs(data, data_cached, "data not cached")
@@ -850,14 +857,14 @@ class TestTickerMiscFinancials(unittest.TestCase):
data_cached = self.ticker.calendar
self.assertIs(data, data_cached, "data not cached")
# # sustainability stopped working
# def test_sustainability(self):
# data = self.ticker.sustainability
# self.assertIsInstance(data, pd.DataFrame, "data has wrong type")
# self.assertFalse(data.empty, "data is empty")
def test_sustainability(self):
data = self.ticker.sustainability
self.assertIsInstance(data, pd.DataFrame, "data has wrong type")
self.assertFalse(data.empty, "data is empty")
data_cached = self.ticker.sustainability
self.assertIs(data, data_cached, "data not cached")
# data_cached = self.ticker.sustainability
# self.assertIs(data, data_cached, "data not cached")
# def test_shares(self):
# data = self.ticker.shares
yfinance/__init__.py
+6 -7
View File
@@ -32,8 +32,7 @@ from .cache import set_tz_cache_location
from .domain.sector import Sector
from .domain.industry import Industry
from .domain.market import Market
from .data import YfData
from .config import YfConfig
from .config import YfConfig as config
from .screener.query import EquityQuery, FundQuery
from .screener.screener import screen, PREDEFINED_SCREENER_QUERIES
@@ -50,11 +49,11 @@ __all__ += ['EquityQuery', 'FundQuery', 'screen', 'PREDEFINED_SCREENER_QUERIES']
# Config stuff:
_NOTSET=object()
def set_config(proxy=_NOTSET, retries=_NOTSET, hide_exceptions=_NOTSET):
def set_config(proxy=_NOTSET, retries=_NOTSET):
if proxy is not _NOTSET:
YfData(proxy=proxy)
warnings.warn("Set proxy via new config control: yf.config.network.proxy = proxy", DeprecationWarning)
config.network.proxy = proxy
if retries is not _NOTSET:
YfConfig(retries=retries)
if hide_exceptions is not _NOTSET:
YfConfig(hide_exceptions=hide_exceptions)
warnings.warn("Set retries via new config control: yf.config.network.retries = retries", DeprecationWarning)
config.network.retries = retries
__all__ += ["set_config"]
yfinance/base.py
+64 -211
View File
@@ -22,7 +22,6 @@
from __future__ import print_function
import json as _json
import warnings
from typing import Optional, Union
from urllib.parse import quote as urlencode
@@ -44,7 +43,7 @@ from .scrapers.quote import Quote, FastInfo
from .scrapers.history import PriceHistory
from .scrapers.funds import FundsData
from .const import _BASE_URL_, _ROOT_URL_, _QUERY1_URL_, _SENTINEL_
from .const import _BASE_URL_, _ROOT_URL_, _QUERY1_URL_
from io import StringIO
from bs4 import BeautifulSoup
@@ -53,7 +52,7 @@ from bs4 import BeautifulSoup
_tz_info_fetch_ctr = 0
class TickerBase:
def __init__(self, ticker, session=None, proxy=_SENTINEL_):
def __init__(self, ticker, session=None):
"""
Initialize a Yahoo Finance Ticker object.
@@ -99,9 +98,6 @@ class TickerBase:
raise ValueError("Empty ticker name")
self._data: YfData = YfData(session=session)
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
# accept isin as ticker
if utils.is_isin(self.ticker):
@@ -189,7 +185,7 @@ class TickerBase:
# Must propagate this
raise
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger.error(f"Failed to get ticker '{self.ticker}' reason: {e}")
return None
@@ -202,7 +198,7 @@ class TickerBase:
try:
return data["chart"]["result"][0]["meta"]["exchangeTimezoneName"]
except Exception as err:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger.error(f"Could not get exchangeTimezoneName for ticker '{self.ticker}' reason: {err}")
logger.debug("Got response: ")
@@ -211,164 +207,100 @@ class TickerBase:
logger.debug("-------------")
return None
def get_recommendations(self, proxy=_SENTINEL_, as_dict=False):
def get_recommendations(self, as_dict=False):
"""
Returns a DataFrame with the recommendations
Columns: period strongBuy buy hold sell strongSell
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._quote.recommendations
if as_dict:
return data.to_dict()
return data
def get_recommendations_summary(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_recommendations_summary(self, as_dict=False):
return self.get_recommendations(as_dict=as_dict)
def get_upgrades_downgrades(self, proxy=_SENTINEL_, as_dict=False):
def get_upgrades_downgrades(self, as_dict=False):
"""
Returns a DataFrame with the recommendations changes (upgrades/downgrades)
Index: date of grade
Columns: firm toGrade fromGrade action
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._quote.upgrades_downgrades
if as_dict:
return data.to_dict()
return data
def get_calendar(self, proxy=_SENTINEL_) -> dict:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_calendar(self) -> dict:
return self._quote.calendar
def get_sec_filings(self, proxy=_SENTINEL_) -> dict:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_sec_filings(self) -> dict:
return self._quote.sec_filings
def get_major_holders(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_major_holders(self, as_dict=False):
data = self._holders.major
if as_dict:
return data.to_dict()
return data
def get_institutional_holders(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_institutional_holders(self, as_dict=False):
data = self._holders.institutional
if data is not None:
if as_dict:
return data.to_dict()
return data
def get_mutualfund_holders(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_mutualfund_holders(self, as_dict=False):
data = self._holders.mutualfund
if data is not None:
if as_dict:
return data.to_dict()
return data
def get_insider_purchases(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_insider_purchases(self, as_dict=False):
data = self._holders.insider_purchases
if data is not None:
if as_dict:
return data.to_dict()
return data
def get_insider_transactions(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_insider_transactions(self, as_dict=False):
data = self._holders.insider_transactions
if data is not None:
if as_dict:
return data.to_dict()
return data
def get_insider_roster_holders(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_insider_roster_holders(self, as_dict=False):
data = self._holders.insider_roster
if data is not None:
if as_dict:
return data.to_dict()
return data
def get_info(self, proxy=_SENTINEL_) -> dict:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_info(self) -> dict:
data = self._quote.info
return data
def get_fast_info(self, proxy=_SENTINEL_):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_fast_info(self):
if self._fast_info is None:
self._fast_info = FastInfo(self)
return self._fast_info
def get_sustainability(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_sustainability(self, as_dict=False):
data = self._quote.sustainability
if as_dict:
return data.to_dict()
return data
def get_analyst_price_targets(self, proxy=_SENTINEL_) -> dict:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_analyst_price_targets(self) -> dict:
"""
Keys: current low high mean median
"""
data = self._analysis.analyst_price_targets
return data
def get_earnings_estimate(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_earnings_estimate(self, as_dict=False):
"""
Index: 0q +1q 0y +1y
Columns: numberOfAnalysts avg low high yearAgoEps growth
@@ -376,11 +308,7 @@ class TickerBase:
data = self._analysis.earnings_estimate
return data.to_dict() if as_dict else data
def get_revenue_estimate(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_revenue_estimate(self, as_dict=False):
"""
Index: 0q +1q 0y +1y
Columns: numberOfAnalysts avg low high yearAgoRevenue growth
@@ -388,11 +316,7 @@ class TickerBase:
data = self._analysis.revenue_estimate
return data.to_dict() if as_dict else data
def get_earnings_history(self, proxy=_SENTINEL_, as_dict=False):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_earnings_history(self, as_dict=False):
"""
Index: pd.DatetimeIndex
Columns: epsEstimate epsActual epsDifference surprisePercent
@@ -400,43 +324,34 @@ class TickerBase:
data = self._analysis.earnings_history
return data.to_dict() if as_dict else data
def get_eps_trend(self, proxy=_SENTINEL_, as_dict=False):
def get_eps_trend(self, as_dict=False):
"""
Index: 0q +1q 0y +1y
Columns: current 7daysAgo 30daysAgo 60daysAgo 90daysAgo
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._analysis.eps_trend
return data.to_dict() if as_dict else data
def get_eps_revisions(self, proxy=_SENTINEL_, as_dict=False):
def get_eps_revisions(self, as_dict=False):
"""
Index: 0q +1q 0y +1y
Columns: upLast7days upLast30days downLast7days downLast30days
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._analysis.eps_revisions
return data.to_dict() if as_dict else data
def get_growth_estimates(self, proxy=_SENTINEL_, as_dict=False):
def get_growth_estimates(self, as_dict=False):
"""
Index: 0q +1q 0y +1y +5y -5y
Columns: stock industry sector index
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._analysis.growth_estimates
return data.to_dict() if as_dict else data
def get_earnings(self, proxy=_SENTINEL_, as_dict=False, freq="yearly"):
def get_earnings(self, as_dict=False, freq="yearly"):
"""
:Parameters:
as_dict: bool
@@ -446,9 +361,6 @@ class TickerBase:
"yearly" or "quarterly" or "trailing"
Default is "yearly"
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
if self._fundamentals.earnings is None:
return None
@@ -460,7 +372,7 @@ class TickerBase:
return dict_data
return data
def get_income_stmt(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly"):
def get_income_stmt(self, as_dict=False, pretty=False, freq="yearly"):
"""
:Parameters:
as_dict: bool
@@ -473,9 +385,6 @@ class TickerBase:
"yearly" or "quarterly" or "trailing"
Default is "yearly"
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._fundamentals.financials.get_income_time_series(freq=freq)
@@ -486,21 +395,13 @@ class TickerBase:
return data.to_dict()
return data
def get_incomestmt(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly"):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_incomestmt(self, as_dict=False, pretty=False, freq="yearly"):
return self.get_income_stmt(as_dict, pretty, freq)
return self.get_income_stmt(proxy, as_dict, pretty, freq)
def get_financials(self, as_dict=False, pretty=False, freq="yearly"):
return self.get_income_stmt(as_dict, pretty, freq)
def get_financials(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly"):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
return self.get_income_stmt(proxy, as_dict, pretty, freq)
def get_balance_sheet(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly"):
def get_balance_sheet(self, as_dict=False, pretty=False, freq="yearly"):
"""
:Parameters:
as_dict: bool
@@ -513,9 +414,6 @@ class TickerBase:
"yearly" or "quarterly"
Default is "yearly"
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._fundamentals.financials.get_balance_sheet_time_series(freq=freq)
@@ -527,14 +425,10 @@ class TickerBase:
return data.to_dict()
return data
def get_balancesheet(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly"):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_balancesheet(self, as_dict=False, pretty=False, freq="yearly"):
return self.get_balance_sheet(as_dict, pretty, freq)
return self.get_balance_sheet(proxy, as_dict, pretty, freq)
def get_cash_flow(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly") -> Union[pd.DataFrame, dict]:
def get_cash_flow(self, as_dict=False, pretty=False, freq="yearly") -> Union[pd.DataFrame, dict]:
"""
:Parameters:
as_dict: bool
@@ -547,9 +441,6 @@ class TickerBase:
"yearly" or "quarterly"
Default is "yearly"
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
data = self._fundamentals.financials.get_cash_flow_time_series(freq=freq)
@@ -561,53 +452,31 @@ class TickerBase:
return data.to_dict()
return data
def get_cashflow(self, proxy=_SENTINEL_, as_dict=False, pretty=False, freq="yearly"):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
return self.get_cash_flow(proxy, as_dict, pretty, freq)
def get_cashflow(self, as_dict=False, pretty=False, freq="yearly"):
return self.get_cash_flow(as_dict, pretty, freq)
def get_dividends(self, proxy=_SENTINEL_, period="max") -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_dividends(self, period="max") -> pd.Series:
return self._lazy_load_price_history().get_dividends(period=period)
def get_capital_gains(self, proxy=_SENTINEL_, period="max") -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_capital_gains(self, period="max") -> pd.Series:
return self._lazy_load_price_history().get_capital_gains(period=period)
def get_splits(self, proxy=_SENTINEL_, period="max") -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_splits(self, period="max") -> pd.Series:
return self._lazy_load_price_history().get_splits(period=period)
def get_actions(self, proxy=_SENTINEL_, period="max") -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_actions(self, period="max") -> pd.Series:
return self._lazy_load_price_history().get_actions(period=period)
def get_shares(self, proxy=_SENTINEL_, as_dict=False) -> Union[pd.DataFrame, dict]:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_shares(self, as_dict=False) -> Union[pd.DataFrame, dict]:
data = self._fundamentals.shares
if as_dict:
return data.to_dict()
return data
@utils.log_indent_decorator
def get_shares_full(self, start=None, end=None, proxy=_SENTINEL_):
def get_shares_full(self, start=None, end=None):
logger = utils.get_yf_logger()
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
# Process dates
tz = self._get_ticker_tz(timeout=10)
@@ -633,7 +502,7 @@ class TickerBase:
json_data = self._data.cache_get(url=shares_url)
json_data = json_data.json()
except (_json.JSONDecodeError, requests.exceptions.RequestException):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger.error(f"{self.ticker}: Yahoo web request for share count failed")
return None
@@ -642,7 +511,7 @@ class TickerBase:
except KeyError:
fail = False
if fail:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise requests.exceptions.HTTPError("Yahoo web request for share count returned 'Bad Request'")
logger.error(f"{self.ticker}: Yahoo web request for share count failed")
return None
@@ -653,7 +522,7 @@ class TickerBase:
try:
df = pd.Series(shares_data[0]["shares_out"], index=pd.to_datetime(shares_data[0]["timestamp"], unit="s"))
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger.error(f"{self.ticker}: Failed to parse shares count data: {e}")
return None
@@ -662,11 +531,7 @@ class TickerBase:
df = df.sort_index()
return df
def get_isin(self, proxy=_SENTINEL_) -> Optional[str]:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_isin(self) -> Optional[str]:
# *** experimental ***
if self._isin is not None:
return self._isin
@@ -702,16 +567,13 @@ class TickerBase:
self._isin = data.split(search_str)[1].split('"')[0].split('|')[0]
return self._isin
def get_news(self, count=10, tab="news", proxy=_SENTINEL_) -> list:
def get_news(self, count=10, tab="news") -> list:
"""Allowed options for tab: "news", "all", "press releases"""
if self._news:
return self._news
logger = utils.get_yf_logger()
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
tab_queryrefs = {
"all": "newsAll",
@@ -737,7 +599,7 @@ class TickerBase:
try:
data = data.json()
except _json.JSONDecodeError:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger.error(f"{self.ticker}: Failed to retrieve the news and received faulty response instead.")
data = {}
@@ -748,7 +610,15 @@ class TickerBase:
return self._news
def get_earnings_dates(self, limit = 12, offset = 0) -> Optional[pd.DataFrame]:
return self._get_earnings_dates_using_scrape(limit, offset)
if limit > 100:
raise ValueError("Yahoo caps limit at 100")
if self._earnings_dates and limit in self._earnings_dates:
return self._earnings_dates[limit]
df = self._get_earnings_dates_using_scrape(limit, offset)
self._earnings_dates[limit] = df
return df
@utils.log_indent_decorator
def _get_earnings_dates_using_scrape(self, limit = 12, offset = 0) -> Optional[pd.DataFrame]:
@@ -846,7 +716,7 @@ class TickerBase:
return df
@utils.log_indent_decorator
def _get_earnings_dates_using_screener(self, limit=12, proxy=_SENTINEL_) -> Optional[pd.DataFrame]:
def _get_earnings_dates_using_screener(self, limit=12) -> Optional[pd.DataFrame]:
"""
Get earning dates (future and historic)
@@ -862,20 +732,11 @@ class TickerBase:
"""
logger = utils.get_yf_logger()
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
clamped_limit = min(limit, 100) # YF caps at 100, don't go higher
if self._earnings_dates and clamped_limit in self._earnings_dates:
return self._earnings_dates[clamped_limit]
# Fetch data
url = f"{_QUERY1_URL_}/v1/finance/visualization"
params = {"lang": "en-US", "region": "US"}
body = {
"size": clamped_limit,
"size": limit,
"query": { "operator": "eq", "operands": ["ticker", self.ticker] },
"sortField": "startdatetime",
"sortType": "DESC",
@@ -921,21 +782,13 @@ class TickerBase:
df.set_index('Earnings Date', inplace=True)
df.rename(columns={'Surprise (%)': 'Surprise(%)'}, inplace=True) # Compatibility
self._earnings_dates[clamped_limit] = df
self._earnings_dates[limit] = df
return df
def get_history_metadata(self, proxy=_SENTINEL_) -> dict:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
return self._lazy_load_price_history().get_history_metadata(proxy)
def get_funds_data(self, proxy=_SENTINEL_) -> Optional[FundsData]:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_history_metadata(self) -> dict:
return self._lazy_load_price_history().get_history_metadata()
def get_funds_data(self) -> Optional[FundsData]:
if not self._funds_data:
self._funds_data = FundsData(self._data, self.ticker)
yfinance/config.py
+52 -38
View File
@@ -1,44 +1,58 @@
import threading
class SingletonMeta(type):
"""
Metaclass that creates a Singleton instance.
"""
_instances = {}
_lock = threading.Lock()
def __call__(cls, *args, **kwargs):
with cls._lock:
if cls not in cls._instances:
instance = super().__call__(*args, **kwargs)
cls._instances[cls] = instance
else:
# Update the existing instance
if 'hide_exceptions' in kwargs or (args and len(args) > 0):
hide_exceptions = kwargs.get('hide_exceptions') if 'hide_exceptions' in kwargs else args[0]
cls._instances[cls]._set_hide_exceptions(hide_exceptions)
if 'retries' in kwargs or (args and len(args) > 1):
retries = kwargs.get('retries') if 'retries' in kwargs else args[1]
cls._instances[cls]._set_retries(retries)
return cls._instances[cls]
import json
class YfConfig(metaclass=SingletonMeta):
def __init__(self, hide_exceptions=True, retries=0):
self._hide_exceptions = hide_exceptions
self._retries = retries
class NestedConfig:
def __init__(self, name, data):
self.__dict__['name'] = name
self.__dict__['data'] = data
def _set_hide_exceptions(self, hide_exceptions):
self._hide_exceptions = hide_exceptions
def __getattr__(self, key):
return self.data.get(key)
def _set_retries(self, retries):
self._retries = retries
def __setattr__(self, key, value):
self.data[key] = value
@property
def hide_exceptions(self):
return self._hide_exceptions
def __len__(self):
return len(self.__dict__['data'])
@property
def retries(self):
return self._retries
def __repr__(self):
return json.dumps(self.data, indent=4)
class ConfigMgr:
def __init__(self):
self._initialised = False
def _load_option(self):
self._initialised = True # prevent infinite loop
self.options = {}
# Initialise defaults
n = self.__getattr__('network')
n.proxy = None
n.retries = 0
d = self.__getattr__('debug')
d.hide_exceptions = True
d.logging = False
def __getattr__(self, key):
if not self._initialised:
self._load_option()
if key not in self.options:
self.options[key] = {}
return NestedConfig(key, self.options[key])
def __contains__(self, key):
if not self._initialised:
self._load_option()
return key in self.options
def __repr__(self):
if not self._initialised:
self._load_option()
all_options = self.options.copy()
return json.dumps(all_options, indent=4)
YfConfig = ConfigMgr()
yfinance/data.py
+9 -19
View File
@@ -69,9 +69,6 @@ class SingletonMeta(type):
if 'session' in kwargs or (args and len(args) > 0):
session = kwargs.get('session') if 'session' in kwargs else args[0]
cls._instances[cls]._set_session(session)
if 'proxy' in kwargs or (args and len(args) > 1):
proxy = kwargs.get('proxy') if 'proxy' in kwargs else args[1]
cls._instances[cls]._set_proxy(proxy)
return cls._instances[cls]
@@ -81,7 +78,7 @@ class YfData(metaclass=SingletonMeta):
Singleton means one session one cookie shared by all threads.
"""
def __init__(self, session=None, proxy=None):
def __init__(self, session=None):
self._crumb = None
self._cookie = None
@@ -92,9 +89,8 @@ class YfData(metaclass=SingletonMeta):
self._cookie_lock = threading.Lock()
self._session, self._proxy = None, None
self._session = None
self._set_session(session or requests.Session(impersonate="chrome"))
self._set_proxy(proxy)
def _set_session(self, session):
if session is None:
@@ -118,17 +114,8 @@ class YfData(metaclass=SingletonMeta):
with self._cookie_lock:
self._session = session
if self._proxy is not None:
self._session.proxies = self._proxy
def _set_proxy(self, proxy=None):
with self._cookie_lock:
if proxy is not None:
proxy = {'http': proxy, 'https': proxy} if isinstance(proxy, str) else proxy
else:
proxy = {}
self._proxy = proxy
self._session.proxies = proxy
if YfConfig.network.proxy is not None:
self._session.proxies = YfConfig.network.proxy
def _set_cookie_strategy(self, strategy, have_lock=False):
if strategy == self._cookie_strategy:
@@ -411,6 +398,9 @@ class YfData(metaclass=SingletonMeta):
utils.get_yf_logger().debug(f'url={url}')
utils.get_yf_logger().debug(f'params={params}')
# sync with config
self._session.proxies = YfConfig.network.proxy
if params is None:
params = {}
if 'crumb' in params:
@@ -431,12 +421,12 @@ class YfData(metaclass=SingletonMeta):
if body:
request_args['json'] = body
for attempt in range(YfConfig().retries + 1):
for attempt in range(YfConfig.network.retries + 1):
try:
response = request_method(**request_args)
break
except Exception as e:
if _is_transient_error(e) and attempt < YfConfig().retries:
if _is_transient_error(e) and attempt < YfConfig.network.retries:
_time.sleep(2 ** attempt)
else:
raise
yfinance/domain/domain.py
+3 -7
View File
@@ -1,9 +1,8 @@
from abc import ABC, abstractmethod
import pandas as _pd
from typing import Dict, List, Optional
import warnings
from ..const import _QUERY1_URL_, _SENTINEL_
from ..const import _QUERY1_URL_
from ..data import YfData
from ..ticker import Ticker
@@ -15,9 +14,9 @@ class Domain(ABC):
and methods for fetching and parsing data. Derived classes must implement the `_fetch_and_parse()` method.
"""
def __init__(self, key: str, session=None, proxy=_SENTINEL_):
def __init__(self, key: str, session=None):
"""
Initializes the Domain object with a key, session, and proxy.
Initializes the Domain object with a key, session.
Args:
key (str): Unique key identifying the domain entity.
@@ -26,9 +25,6 @@ class Domain(ABC):
self._key: str = key
self.session = session
self._data: YfData = YfData(session=session)
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
self._name: Optional[str] = None
self._symbol: Optional[str] = None
yfinance/domain/industry.py
+2 -7
View File
@@ -2,11 +2,9 @@ from __future__ import print_function
import pandas as _pd
from typing import Dict, Optional
import warnings
from .. import utils
from ..config import YfConfig
from ..const import _SENTINEL_
from ..data import YfData
from .domain import Domain, _QUERY_URL_
@@ -16,15 +14,12 @@ class Industry(Domain):
Represents an industry within a sector.
"""
def __init__(self, key, session=None, proxy=_SENTINEL_):
def __init__(self, key, session=None):
"""
Args:
key (str): The key identifier for the industry.
session (optional): The session to use for requests.
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
YfData(proxy=proxy)
YfData(session=session)
super(Industry, self).__init__(key, session)
self._query_url = f'{_QUERY_URL_}/industries/{self._key}'
@@ -148,7 +143,7 @@ class Industry(Domain):
return result
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger = utils.get_yf_logger()
logger.error(f"Failed to get industry data for '{self._key}' reason: {e}")
yfinance/domain/market.py
+6 -10
View File
@@ -1,22 +1,18 @@
import datetime as dt
import json as _json
import warnings
from ..config import YfConfig
from ..const import _QUERY1_URL_, _SENTINEL_
from ..const import _QUERY1_URL_
from ..data import utils, YfData
from ..exceptions import YFDataException
class Market:
def __init__(self, market:'str', session=None, proxy=_SENTINEL_, timeout=30):
def __init__(self, market:'str', session=None, timeout=30):
self.market = market
self.session = session
self.timeout = timeout
self._data = YfData(session=self.session)
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
self._logger = utils.get_yf_logger()
@@ -30,7 +26,7 @@ class Market:
try:
return data.json()
except _json.JSONDecodeError:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._logger.error(f"{self.market}: Failed to retrieve market data and recieved faulty data.")
return {}
@@ -68,7 +64,7 @@ class Market:
self._summary = self._summary['marketSummaryResponse']['result']
self._summary = {x['exchange']:x for x in self._summary}
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._logger.error(f"{self.market}: Failed to parse market summary")
self._logger.debug(f"{type(e)}: {e}")
@@ -80,7 +76,7 @@ class Market:
self._status['timezone'] = self._status['timezone'][0]
del self._status['time'] # redundant
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._logger.error(f"{self.market}: Failed to parse market status")
self._logger.debug(f"{type(e)}: {e}")
@@ -91,7 +87,7 @@ class Market:
"tz": dt.timezone(dt.timedelta(hours=int(self._status["timezone"]["gmtoffset"]))/1000, self._status["timezone"]["short"])
})
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._logger.error(f"{self.market}: Failed to update market status")
self._logger.debug(f"{type(e)}: {e}")
yfinance/domain/sector.py
+3 -10
View File
@@ -2,11 +2,9 @@ from __future__ import print_function
import pandas as _pd
from typing import Dict, Optional
import warnings
from ..config import YfConfig
from ..const import SECTOR_INDUSTY_MAPPING_LC, _SENTINEL_
from ..data import YfData
from ..const import SECTOR_INDUSTY_MAPPING_LC
from ..utils import dynamic_docstring, generate_list_table_from_dict, get_yf_logger
from .domain import Domain, _QUERY_URL_
@@ -17,22 +15,17 @@ class Sector(Domain):
such as top ETFs, top mutual funds, and industry data.
"""
def __init__(self, key, session=None, proxy=_SENTINEL_):
def __init__(self, key, session=None):
"""
Args:
key (str): The key representing the sector.
session (requests.Session, optional): A session for making requests. Defaults to None.
proxy (dict, optional): A dictionary containing proxy settings for the request. Defaults to None.
.. seealso::
:attr:`Sector.industries <yfinance.Sector.industries>`
Map of sector and industry
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
YfData(session=session, proxy=proxy)
super(Sector, self).__init__(key, session)
self._query_url: str = f'{_QUERY_URL_}/sectors/{self._key}'
self._top_etfs: Optional[Dict] = None
@@ -149,7 +142,7 @@ class Sector(Domain):
self._industries = self._parse_industries(data.get('industries', {}))
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger = get_yf_logger()
logger.error(f"Failed to get sector data for '{self._key}' reason: {e}")
yfinance/live.py
+7 -7
View File
@@ -28,7 +28,7 @@ class BaseWebSocket:
pricing_data.ParseFromString(decoded_bytes)
return MessageToDict(pricing_data, preserving_proto_field_name=True)
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Failed to decode message: %s", e, exc_info=True)
if self.verbose:
@@ -64,7 +64,7 @@ class AsyncWebSocket(BaseWebSocket):
if self.verbose:
print("Connected to WebSocket.")
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Failed to connect to WebSocket: %s", e, exc_info=True)
if self.verbose:
@@ -84,7 +84,7 @@ class AsyncWebSocket(BaseWebSocket):
if self.verbose:
print(f"Heartbeat subscription sent for symbols: {self._subscriptions}")
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Error in heartbeat subscription: %s", e, exc_info=True)
if self.verbose:
@@ -169,7 +169,7 @@ class AsyncWebSocket(BaseWebSocket):
else:
self._message_handler(decoded_message)
except Exception as handler_exception:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Error in message handler: %s", handler_exception, exc_info=True)
if self.verbose:
@@ -185,7 +185,7 @@ class AsyncWebSocket(BaseWebSocket):
break
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Error while listening to messages: %s", e, exc_info=True)
if self.verbose:
@@ -312,7 +312,7 @@ class WebSocket(BaseWebSocket):
try:
message_handler(decoded_message)
except Exception as handler_exception:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Error in message handler: %s", handler_exception, exc_info=True)
if self.verbose:
@@ -327,7 +327,7 @@ class WebSocket(BaseWebSocket):
break
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self.logger.error("Error while listening to messages: %s", e, exc_info=True)
if self.verbose:
yfinance/lookup.py
+3 -9
View File
@@ -21,11 +21,10 @@
import json as _json
import pandas as pd
import warnings
from . import utils
from .config import YfConfig
from .const import _QUERY1_URL_, _SENTINEL_
from .const import _QUERY1_URL_
from .data import YfData
from .exceptions import YFDataException
@@ -39,19 +38,14 @@ class Lookup:
:param query: The search query for financial data lookup.
:type query: str
:param session: Custom HTTP session for requests (default None).
:param proxy: Proxy settings for requests (default None).
:param timeout: Request timeout in seconds (default 30).
:param raise_errors: Raise exceptions on error (default True).
"""
def __init__(self, query: str, session=None, proxy=_SENTINEL_, timeout=30, raise_errors=True):
def __init__(self, query: str, session=None, timeout=30, raise_errors=True):
self.session = session
self._data = YfData(session=self.session)
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
self.query = query
self.timeout = timeout
@@ -86,7 +80,7 @@ class Lookup:
try:
data = data.json()
except _json.JSONDecodeError:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._logger.error(f"{self.ticker}: 'lookup' fetch received faulty data")
data = {}
yfinance/multi.py
+9 -14
View File
@@ -25,7 +25,6 @@ import logging
import time as _time
import traceback
from typing import Union
import warnings
import multitasking as _multitasking
import pandas as _pd
@@ -34,13 +33,13 @@ from curl_cffi import requests
from . import Ticker, utils
from .data import YfData
from . import shared
from .const import _SENTINEL_
from .config import YfConfig
@utils.log_indent_decorator
def download(tickers, start=None, end=None, actions=False, threads=True,
ignore_tz=None, group_by='column', auto_adjust=None, back_adjust=False,
ignore_tz=None, group_by='column', auto_adjust=True, back_adjust=False,
repair=False, keepna=False, progress=True, period=None, interval="1d",
prepost=False, proxy=_SENTINEL_, rounding=False, timeout=10, session=None,
prepost=False, rounding=False, timeout=10, session=None,
multi_level_index=True) -> Union[_pd.DataFrame, None]:
"""
Download yahoo tickers
@@ -96,16 +95,8 @@ def download(tickers, start=None, end=None, actions=False, threads=True,
session = session or requests.Session(impersonate="chrome")
# Ensure data initialised with session.
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=3)
YfData(proxy=proxy)
YfData(session=session)
if auto_adjust is None:
# Warn users that default has changed to True
warnings.warn("YF.download() has changed argument auto_adjust default to True", FutureWarning, stacklevel=3)
auto_adjust = True
if logger.isEnabledFor(logging.DEBUG):
if threads:
# With DEBUG, each thread generates a lot of log messages.
@@ -277,14 +268,16 @@ def _download_one(ticker, start=None, end=None,
prepost=False, rounding=False,
keepna=False, timeout=10):
data = None
backup = YfConfig.network.hide_exceptions
YfConfig.network.hide_exceptions = False
try:
data = Ticker(ticker).history(
period=period, interval=interval,
start=start, end=end, prepost=prepost,
actions=actions, auto_adjust=auto_adjust,
back_adjust=back_adjust, repair=repair,
rounding=rounding, keepna=keepna, timeout=timeout,
raise_errors=True
rounding=rounding, keepna=keepna, timeout=timeout
)
shared._DFS[ticker.upper()] = data
except Exception as e:
@@ -292,4 +285,6 @@ def _download_one(ticker, start=None, end=None,
shared._ERRORS[ticker.upper()] = repr(e)
shared._TRACEBACKS[ticker.upper()] = traceback.format_exc()
YfConfig.network.hide_exceptions = backup
return data
yfinance/scrapers/analysis.py
+7 -12
View File
@@ -1,21 +1,16 @@
import curl_cffi
import pandas as pd
import warnings
from yfinance import utils
from yfinance.config import YfConfig
from yfinance.const import quote_summary_valid_modules, _SENTINEL_
from yfinance.const import quote_summary_valid_modules
from yfinance.data import YfData
from yfinance.exceptions import YFException
from yfinance.scrapers.quote import _QUOTE_SUMMARY_URL_
class Analysis:
def __init__(self, data: YfData, symbol: str, proxy=_SENTINEL_):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
data._set_proxy(proxy)
def __init__(self, data: YfData, symbol: str):
self._data = data
self._symbol = symbol
@@ -85,7 +80,7 @@ class Analysis:
data = self._fetch(['financialData'])
data = data['quoteSummary']['result'][0]['financialData']
except (TypeError, KeyError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._analyst_price_targets = {}
return self._analyst_price_targets
@@ -110,7 +105,7 @@ class Analysis:
data = self._fetch(['earningsHistory'])
data = data['quoteSummary']['result'][0]['earningsHistory']['history']
except (TypeError, KeyError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._earnings_history = pd.DataFrame()
return self._earnings_history
@@ -148,7 +143,7 @@ class Analysis:
trends = self._fetch(['industryTrend', 'sectorTrend', 'indexTrend'])
trends = trends['quoteSummary']['result'][0]
except (TypeError, KeyError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._growth_estimates = pd.DataFrame()
return self._growth_estimates
@@ -187,7 +182,7 @@ class Analysis:
try:
result = self._data.get_raw_json(_QUOTE_SUMMARY_URL_ + f"/{self._symbol}", params=params_dict)
except curl_cffi.requests.exceptions.HTTPError as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
utils.get_yf_logger().error(str(e) + e.response.text)
return None
@@ -198,6 +193,6 @@ class Analysis:
data = self._fetch(['earningsTrend'])
self._earnings_trend = data['quoteSummary']['result'][0]['earningsTrend']['trend']
except (TypeError, KeyError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._earnings_trend = []
yfinance/scrapers/fundamentals.py
+6 -22
View File
@@ -11,11 +11,7 @@ from yfinance.exceptions import YFException, YFNotImplementedError
class Fundamentals:
def __init__(self, data: YfData, symbol: str, proxy=const._SENTINEL_):
if proxy is not const._SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
data._set_proxy(proxy)
def __init__(self, data: YfData, symbol: str):
self._data = data
self._symbol = symbol
@@ -52,31 +48,19 @@ class Financials:
self._balance_sheet_time_series = {}
self._cash_flow_time_series = {}
def get_income_time_series(self, freq="yearly", proxy=const._SENTINEL_) -> pd.DataFrame:
if proxy is not const._SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_income_time_series(self, freq="yearly") -> pd.DataFrame:
res = self._income_time_series
if freq not in res:
res[freq] = self._fetch_time_series("income", freq)
return res[freq]
def get_balance_sheet_time_series(self, freq="yearly", proxy=const._SENTINEL_) -> pd.DataFrame:
if proxy is not const._SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_balance_sheet_time_series(self, freq="yearly") -> pd.DataFrame:
res = self._balance_sheet_time_series
if freq not in res:
res[freq] = self._fetch_time_series("balance-sheet", freq)
return res[freq]
def get_cash_flow_time_series(self, freq="yearly", proxy=const._SENTINEL_) -> pd.DataFrame:
if proxy is not const._SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def get_cash_flow_time_series(self, freq="yearly") -> pd.DataFrame:
res = self._cash_flow_time_series
if freq not in res:
res[freq] = self._fetch_time_series("cash-flow", freq)
@@ -105,7 +89,7 @@ class Financials:
if statement is not None:
return statement
except YFException as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
utils.get_yf_logger().error(f"{self._symbol}: Failed to create {name} financials table for reason: {e}")
return pd.DataFrame()
@@ -120,7 +104,7 @@ class Financials:
try:
return self._get_financials_time_series(timescale, keys)
except Exception:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
pass
yfinance/scrapers/funds.py
+4 -8
View File
@@ -1,10 +1,9 @@
import pandas as pd
from typing import Dict, Optional
import warnings
from yfinance import utils
from yfinance.config import YfConfig
from yfinance.const import _BASE_URL_, _SENTINEL_
from yfinance.const import _BASE_URL_
from yfinance.data import YfData
from yfinance.exceptions import YFDataException
@@ -18,7 +17,7 @@ class FundsData:
Notes:
- fundPerformance module is not implemented as better data is queryable using history
"""
def __init__(self, data: YfData, symbol: str, proxy=_SENTINEL_):
def __init__(self, data: YfData, symbol: str):
"""
Args:
data (YfData): The YfData object for fetching data.
@@ -26,9 +25,6 @@ class FundsData:
"""
self._data = data
self._symbol = symbol
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
# quoteType
self._quote_type = None
@@ -194,11 +190,11 @@ class FundsData:
self._parse_top_holdings(data["topHoldings"])
self._parse_fund_profile(data["fundProfile"])
except KeyError:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
raise YFDataException(f"{self._symbol}: No Fund data found.")
except Exception as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
logger = utils.get_yf_logger()
logger.error(f"Failed to get fund data for '{self._symbol}' reason: {e}")
yfinance/scrapers/history.py
+31 -45
View File
@@ -11,17 +11,14 @@ import warnings
from yfinance import shared, utils
from yfinance.config import YfConfig
from yfinance.const import _BASE_URL_, _PRICE_COLNAMES_, _SENTINEL_
from yfinance.const import _BASE_URL_, _PRICE_COLNAMES_
from yfinance.exceptions import YFDataException, YFInvalidPeriodError, YFPricesMissingError, YFRateLimitError, YFTzMissingError
class PriceHistory:
def __init__(self, data, ticker, tz, session=None, proxy=_SENTINEL_):
def __init__(self, data, ticker, tz, session=None):
self._data = data
self.ticker = ticker.upper()
self.tz = tz
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=5)
self._data._set_proxy(proxy)
self.session = session or requests.Session(impersonate="chrome")
self._history_cache = {}
@@ -35,7 +32,7 @@ class PriceHistory:
def history(self, period=None, interval="1d",
start=None, end=None, prepost=False, actions=True,
auto_adjust=True, back_adjust=False, repair=False, keepna=False,
proxy=_SENTINEL_, rounding=False, timeout=10,
rounding=False, timeout=10,
raise_errors=False) -> pd.DataFrame:
"""
:Parameters:
@@ -80,12 +77,8 @@ class PriceHistory:
"""
logger = utils.get_yf_logger()
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=5)
self._data._set_proxy(proxy)
if raise_errors:
warnings.warn("'raise_errors' deprecated, use yf.set_config(hide_exceptions=False)", DeprecationWarning, stacklevel=5)
warnings.warn("'raise_errors' deprecated, do: yf.config.debug.hide_exceptions = False", DeprecationWarning, stacklevel=5)
interval_user = interval
period_user = period
@@ -102,7 +95,7 @@ class PriceHistory:
err_msg = str(_exception)
shared._DFS[self.ticker] = utils.empty_df()
shared._ERRORS[self.ticker] = err_msg.split(': ', 1)[1]
if raise_errors or (not YfConfig().hide_exceptions):
if raise_errors or (not YfConfig.debug.hide_exceptions):
raise _exception
else:
logger.error(err_msg)
@@ -128,7 +121,7 @@ class PriceHistory:
err_msg = str(_exception)
shared._DFS[self.ticker] = utils.empty_df()
shared._ERRORS[self.ticker] = err_msg.split(': ', 1)[1]
if raise_errors or (not YfConfig().hide_exceptions):
if raise_errors or (not YfConfig.debug.hide_exceptions):
raise _exception
else:
logger.error(err_msg)
@@ -224,7 +217,7 @@ class PriceHistory:
except YFRateLimitError:
raise
except Exception:
if raise_errors or (not YfConfig().hide_exceptions):
if raise_errors or (not YfConfig.debug.hide_exceptions):
raise
# Store the meta data that gets retrieved simultaneously
@@ -277,7 +270,7 @@ class PriceHistory:
err_msg = str(_exception)
shared._DFS[self.ticker] = utils.empty_df()
shared._ERRORS[self.ticker] = err_msg.split(': ', 1)[1]
if raise_errors or (not YfConfig().hide_exceptions):
if raise_errors or (not YfConfig.debug.hide_exceptions):
raise _exception
else:
logger.error(err_msg)
@@ -473,7 +466,7 @@ class PriceHistory:
elif back_adjust:
df = utils.back_adjust(df)
except Exception as e:
if raise_errors or (not YfConfig().hide_exceptions):
if raise_errors or (not YfConfig.debug.hide_exceptions):
raise
if auto_adjust:
err_msg = "auto_adjust failed with %s" % e
@@ -525,11 +518,7 @@ class PriceHistory:
self._history_cache[cache_key] = df
return df
def get_history_metadata(self, proxy=_SENTINEL_) -> dict:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=3)
self._data._set_proxy(proxy)
def get_history_metadata(self) -> dict:
if self._history_metadata is None or 'tradingPeriods' not in self._history_metadata:
# Request intraday data, because then Yahoo returns exchange schedule (tradingPeriods).
self._get_history_cache(period="5d", interval="1h")
@@ -540,44 +529,28 @@ class PriceHistory:
return self._history_metadata
def get_dividends(self, period="max", proxy=_SENTINEL_) -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=3)
self._data._set_proxy(proxy)
def get_dividends(self, period="max") -> pd.Series:
df = self._get_history_cache(period=period)
if "Dividends" in df.columns:
dividends = df["Dividends"]
return dividends[dividends != 0]
return pd.Series()
def get_capital_gains(self, period="max", proxy=_SENTINEL_) -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=3)
self._data._set_proxy(proxy)
def get_capital_gains(self, period="max") -> pd.Series:
df = self._get_history_cache(period=period)
if "Capital Gains" in df.columns:
capital_gains = df["Capital Gains"]
return capital_gains[capital_gains != 0]
return pd.Series()
def get_splits(self, period="max", proxy=_SENTINEL_) -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=3)
self._data._set_proxy(proxy)
def get_splits(self, period="max") -> pd.Series:
df = self._get_history_cache(period=period)
if "Stock Splits" in df.columns:
splits = df["Stock Splits"]
return splits[splits != 0]
return pd.Series()
def get_actions(self, period="max", proxy=_SENTINEL_) -> pd.Series:
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=3)
self._data._set_proxy(proxy)
def get_actions(self, period="max") -> pd.Series:
df = self._get_history_cache(period=period)
action_columns = []
@@ -598,14 +571,23 @@ class PriceHistory:
if df_interval == target_interval:
return df
offset = None
origin = 'epoch' # default
if target_interval == '1wk':
resample_period = 'W-MON'
if period == 'ytd':
resample_period = '7D' # was 'W'
year_start = pd.Timestamp(f"{_datetime.datetime.now().year}-01-01")
origin = year_start.tz_localize(df.index.tz)
else:
resample_period = 'W-MON'
elif target_interval == '5d':
resample_period = '5D'
if period == 'ytd':
year_start = pd.Timestamp(f"{_datetime.datetime.now().year}-01-01")
origin = year_start.tz_localize(df.index.tz)
elif target_interval == '1mo':
resample_period = 'MS'
elif target_interval == '3mo':
resample_period = 'QS'
if period == 'ytd':
align_month = 'JAN'
else:
@@ -613,6 +595,7 @@ class PriceHistory:
resample_period = f"QS-{align_month}"
else:
raise ValueError(f"Not implemented resampling to interval '{target_interval}'")
resample_map = {
'Open': 'first', 'Low': 'min', 'High': 'max', 'Close': 'last',
'Volume': 'sum', 'Dividends': 'sum', 'Stock Splits': 'prod'
@@ -624,7 +607,10 @@ class PriceHistory:
if 'Capital Gains' in df.columns:
resample_map['Capital Gains'] = 'sum'
df.loc[df['Stock Splits']==0.0, 'Stock Splits'] = 1.0
df2 = df.resample(resample_period, label='left', closed='left', offset=offset).agg(resample_map)
if origin != 'epoch':
df2 = df.resample(resample_period, label='left', closed='left', origin=origin).agg(resample_map)
else:
df2 = df.resample(resample_period, label='left', closed='left', offset=offset).agg(resample_map)
df2.loc[df2['Stock Splits']==1.0, 'Stock Splits'] = 0.0
return df2
@@ -1042,7 +1028,7 @@ class PriceHistory:
prices_in_subunits = False
except Exception:
# Should never happen but just-in-case
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
pass
if prices_in_subunits:
yfinance/scrapers/holders.py
+4 -8
View File
@@ -1,10 +1,9 @@
import curl_cffi
import pandas as pd
import warnings
from yfinance import utils
from yfinance.config import YfConfig
from yfinance.const import _BASE_URL_, _SENTINEL_
from yfinance.const import _BASE_URL_
from yfinance.data import YfData
from yfinance.exceptions import YFDataException
@@ -13,12 +12,9 @@ _QUOTE_SUMMARY_URL_ = f"{_BASE_URL_}/v10/finance/quoteSummary"
class Holders:
_SCRAPE_URL_ = 'https://finance.yahoo.com/quote'
def __init__(self, data: YfData, symbol: str, proxy=_SENTINEL_):
def __init__(self, data: YfData, symbol: str):
self._data = data
self._symbol = symbol
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
data._set_proxy(proxy)
self._major = None
self._major_direct_holders = None
@@ -76,7 +72,7 @@ class Holders:
try:
result = self._fetch()
except curl_cffi.requests.exceptions.HTTPError as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
utils.get_yf_logger().error(str(e) + e.response.text)
@@ -101,7 +97,7 @@ class Holders:
self._parse_insider_holders(data.get("insiderHolders", {}))
self._parse_net_share_purchase_activity(data.get("netSharePurchaseActivity", {}))
except (KeyError, IndexError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
raise YFDataException("Failed to parse holders json data.")
yfinance/scrapers/quote.py
+9 -16
View File
@@ -3,11 +3,10 @@ import datetime
import json
import numpy as _np
import pandas as pd
import warnings
from yfinance import utils
from yfinance.config import YfConfig
from yfinance.const import quote_summary_valid_modules, _BASE_URL_, _QUERY1_URL_, _SENTINEL_
from yfinance.const import quote_summary_valid_modules, _BASE_URL_, _QUERY1_URL_
from yfinance.data import YfData
from yfinance.exceptions import YFDataException, YFException
@@ -27,11 +26,8 @@ _QUOTE_SUMMARY_URL_ = f"{_BASE_URL_}/v10/finance/quoteSummary"
class FastInfo:
# Contain small subset of info[] items that can be fetched faster elsewhere.
# Imitates a dict.
def __init__(self, tickerBaseObject, proxy=_SENTINEL_):
def __init__(self, tickerBaseObject):
self._tkr = tickerBaseObject
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._tkr._data._set_proxy(proxy)
self._prices_1y = None
self._prices_1wk_1h_prepost = None
@@ -485,12 +481,9 @@ class FastInfo:
class Quote:
def __init__(self, data: YfData, symbol: str, proxy=_SENTINEL_):
def __init__(self, data: YfData, symbol: str):
self._data = data
self._symbol = symbol
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
self._info = None
self._retired_info = None
@@ -522,7 +515,7 @@ class Quote:
try:
data = result["quoteSummary"]["result"][0]
except (KeyError, IndexError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
raise YFDataException(f"Failed to parse json response from Yahoo Finance: {result}")
self._sustainability = pd.DataFrame(data)
@@ -538,7 +531,7 @@ class Quote:
try:
data = result["quoteSummary"]["result"][0]["recommendationTrend"]["trend"]
except (KeyError, IndexError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
raise YFDataException(f"Failed to parse json response from Yahoo Finance: {result}")
self._recommendations = pd.DataFrame(data)
@@ -561,7 +554,7 @@ class Quote:
df.index = pd.to_datetime(df.index, unit='s')
self._upgrades_downgrades = df
except (KeyError, IndexError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
raise YFDataException(f"Failed to parse json response from Yahoo Finance: {result}")
return self._upgrades_downgrades
@@ -594,7 +587,7 @@ class Quote:
try:
result = self._data.get_raw_json(_QUOTE_SUMMARY_URL_ + f"/{self._symbol}", params=params_dict)
except curl_cffi.requests.exceptions.HTTPError as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
utils.get_yf_logger().error(str(e) + e.response.text)
return None
@@ -605,7 +598,7 @@ class Quote:
try:
result = self._data.get_raw_json(f"{_QUERY1_URL_}/v7/finance/quote?", params=params_dict)
except curl_cffi.requests.exceptions.HTTPError as e:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
utils.get_yf_logger().error(str(e) + e.response.text)
return None
@@ -749,7 +742,7 @@ class Quote:
self._calendar['Revenue Low'] = earnings.get('revenueLow', None)
self._calendar['Revenue Average'] = earnings.get('revenueAverage', None)
except (KeyError, IndexError):
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
raise YFDataException(f"Failed to parse json response from Yahoo Finance: {result}")
yfinance/screener/screener.py
+3 -7
View File
@@ -2,7 +2,7 @@ import curl_cffi
from typing import Union
import warnings
from yfinance.const import _QUERY1_URL_, _SENTINEL_
from yfinance.const import _QUERY1_URL_
from yfinance.data import YfData
from ..utils import dynamic_docstring, generate_list_table_from_dict_universal
@@ -59,7 +59,7 @@ def screen(query: Union[str, EquityQuery, FundQuery],
sortAsc: bool = None,
userId: str = None,
userIdType: str = None,
session = None, proxy = _SENTINEL_):
session = None):
"""
Run a screen: predefined query, or custom query.
@@ -111,11 +111,7 @@ def screen(query: Union[str, EquityQuery, FundQuery],
{predefined_screeners}
"""
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
_data = YfData(session=session, proxy=proxy)
else:
_data = YfData(session=session)
_data = YfData(session=session)
# Only use defaults when user NOT give a predefined, because
# Yahoo's predefined endpoint auto-applies defaults. Also,
yfinance/search.py
+3 -8
View File
@@ -20,11 +20,10 @@
#
import json as _json
import warnings
from . import utils
from .config import YfConfig
from .const import _BASE_URL_, _SENTINEL_
from .const import _BASE_URL_
from .data import YfData
from .exceptions import YFDataException
@@ -32,7 +31,7 @@ from .exceptions import YFDataException
class Search:
def __init__(self, query, max_results=8, news_count=8, lists_count=8, include_cb=True, include_nav_links=False,
include_research=False, include_cultural_assets=False, enable_fuzzy_query=False, recommended=8,
session=None, proxy=_SENTINEL_, timeout=30, raise_errors=True):
session=None, timeout=30, raise_errors=True):
"""
Fetches and organizes search results from Yahoo Finance, including stock quotes and news articles.
@@ -54,10 +53,6 @@ class Search:
self.session = session
self._data = YfData(session=self.session)
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
self.query = query
self.max_results = max_results
self.enable_fuzzy_query = enable_fuzzy_query
@@ -110,7 +105,7 @@ class Search:
try:
data = data.json()
except _json.JSONDecodeError:
if not YfConfig().hide_exceptions:
if not YfConfig.debug.hide_exceptions:
raise
self._logger.error(f"{self.query}: 'search' fetch received faulty data")
data = {}
yfinance/ticker.py
+2 -6
View File
@@ -22,20 +22,16 @@
from __future__ import print_function
from collections import namedtuple as _namedtuple
import warnings
import pandas as _pd
from .base import TickerBase
from .const import _BASE_URL_, _SENTINEL_
from .const import _BASE_URL_
from .scrapers.funds import FundsData
class Ticker(TickerBase):
def __init__(self, ticker, session=None, proxy=_SENTINEL_):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
def __init__(self, ticker, session=None):
super(Ticker, self).__init__(ticker, session=session)
self._expirations = {}
self._underlying = {}
yfinance/tickers.py
-16
View File
@@ -21,12 +21,9 @@
from __future__ import print_function
import warnings
from . import Ticker, multi
from .live import WebSocket
from .data import YfData
from .const import _SENTINEL_
class Tickers:
@@ -52,35 +49,22 @@ class Tickers:
def history(self, period="1mo", interval="1d",
start=None, end=None, prepost=False,
actions=True, auto_adjust=True, repair=False,
proxy=_SENTINEL_,
threads=True, group_by='column', progress=True,
timeout=10, **kwargs):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
proxy = _SENTINEL_
return self.download(
period, interval,
start, end, prepost,
actions, auto_adjust, repair,
proxy,
threads, group_by, progress,
timeout, **kwargs)
def download(self, period="1mo", interval="1d",
start=None, end=None, prepost=False,
actions=True, auto_adjust=True, repair=False,
proxy=_SENTINEL_,
threads=True, group_by='column', progress=True,
timeout=10, **kwargs):
if proxy is not _SENTINEL_:
warnings.warn("Set proxy via new config function: yf.set_config(proxy=proxy)", DeprecationWarning, stacklevel=2)
self._data._set_proxy(proxy)
proxy = _SENTINEL_
data = multi.download(self.symbols,
start=start, end=end,
actions=actions,
yfinance/utils.py
+22
View File
@@ -31,6 +31,7 @@ from functools import wraps
from inspect import getmembers
from types import FunctionType
from typing import List, Optional
import warnings
import numpy as _np
import pandas as _pd
@@ -40,6 +41,7 @@ from pytz import UnknownTimeZoneError
from yfinance import const
from yfinance.exceptions import YFException
from yfinance.config import YfConfig
# From https://stackoverflow.com/a/59128615
def attributes(obj):
@@ -147,6 +149,12 @@ class YFLogFormatter(logging.Filter):
def get_yf_logger():
global yf_logger
global yf_log_indented
if yf_log_indented and not YfConfig.debug.logging:
_disable_debug_mode()
elif YfConfig.debug.logging and not yf_log_indented:
_enable_debug_mode()
if yf_log_indented:
yf_logger = get_indented_logger('yfinance')
elif yf_logger is None:
@@ -156,6 +164,10 @@ def get_yf_logger():
def enable_debug_mode():
warnings.warn("enable_debug_mode() is replaced by: yf.config.debug.logging = True (or False to disable)", DeprecationWarning)
_enable_debug_mode()
def _enable_debug_mode():
global yf_logger
global yf_log_indented
if not yf_log_indented:
@@ -171,6 +183,16 @@ def enable_debug_mode():
yf_log_indented = True
def _disable_debug_mode():
global yf_logger
global yf_log_indented
if yf_log_indented:
yf_logger = logging.getLogger('yfinance')
yf_logger.setLevel(logging.NOTSET)
yf_logger = None
yf_log_indented = False
def is_isin(string):
return bool(_re.match("^([A-Z]{2})([A-Z0-9]{9})([0-9])$", string))