Export securities data with yfinance

security_data_collector.py

import yfinance as yf
import json
import os
import pandas as pd

ticker_symbol = 'MSFT'

class SecurityDataCollector:
    """Retrieves financial and company information from Yahoo Finance for a given ticker."""
    
    def __init__(self, ticker: str):
        self.ticker = ticker
        self.yf_ticker = yf.Ticker(ticker)
        self.company_info = self.yf_ticker.info

    def get_company_name(self) -> str:
        """Fetch company name, prioritizing shortName."""
        return self.company_info.get('shortName', self.company_info.get('longName', 'Unknown'))

    def get_news(self) -> list:
        """Fetch company news."""
        return getattr(self.yf_ticker, 'news', [])

    def get_financials(self) -> pd.DataFrame:
        """Fetch financial data as a DataFrame."""
        financial_data = {key: getattr(self.yf_ticker, key, pd.DataFrame()) for key in [
            'financials', 'quarterly_financials', 'balance_sheet', 'quarterly_balance_sheet',
            'cashflow', 'quarterly_cashflow']}
        return pd.concat(financial_data, axis=1) if financial_data else pd.DataFrame()

    def download_info(self):
        """Download company info as JSON."""
        os.makedirs('./data/info', exist_ok=True)
        with open(f'./data/info/{self.get_company_name()}_summary.json', 'w', encoding='utf-8') as outfile:
            json.dump(self.company_info, outfile, indent=4, ensure_ascii=False)

    def download_price_hist(self):
        """Download historical price data as CSV."""
        os.makedirs('./data/price_hist', exist_ok=True)
        self.yf_ticker.history(period="max").to_csv(f'./data/price_hist/{self.ticker}_hist.csv')

# Example usage
if __name__ == "__main__":
    collector = SecurityDataCollector(f"{ticker_symbol}")
    print(f"Company Name: {collector.get_company_name()}")
    print("News:", collector.get_news())
    print("Financials:", collector.get_financials())
    collector.download_info()
    collector.download_price_hist()

Security Data Collector Description

This Python script uses the yfinance library to fetch and manage financial and stock market data for a given ticker symbol from Yahoo Finance. It can retrieve company information, news, options, earnings dates, recommendations, holders, financial statements, and historical price data. The script handles errors for robust data retrieval and exports the collected data in JSON and CSV formats for analysis.

security_data_collector.py