yfinance
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ranaroussi
For ETFs & Mutual Funds, add fundProfile & fundPerformance details
Hi,
This change will add support for showing fundProfile & fundPerformance of ETFs and Mutual Funds.
fundProfile will add support for useful fields like
- family
- categoryName
- brokerages
- managementInfo
- feesExpensesInvestment
- feesExpensesInvestmentCat
fundPerfomance will add support for useful fields like
- trailingReturns
- trailingReturnsCat
- trailingReturnsNav
- performanceOverview
- performanceOverviewCat
- riskOverviewStatistics
- riskOverviewStatisticsCat
- rankInCategory
- loadAdjustedReturns
- pastQuarterlyReturns
- annualTotalReturns
- returnsCat
This is fine, but we have temporarily frozen dev branch for new features while @fredrik-corneliusson refactors base.py (work in progress). We expect to unfreeze with a week.
dev is open now, so when you handle the conflict I can merge. Conflict caused by recent major refactor so be careful.
@thirumalairajr The changes should now go into this file: https://github.com/ranaroussi/yfinance/blob/dev/yfinance/scrapers/quote.py#L99
Code is fine. I've examined info[] for first time and see some new entries are time-series data - trailingReturns, annualTotalReturns, pastQuarterlyReturns. These should go in a Pandas table, can you implement that?
An alternative is blacklist those keys with a comment and someone else implement in future. And maybe just add most recent value of each.
@ValueRaider I can implement the pandas way as I see value in that approach. Adding only the recent value of each might not be useful as this data is consumed with history.
But I don't think trailingReturns is a time-series data , the access pattern for this would be mostly key-based lookup for getting 10 year , 5 year returns etc.,
I can create annual_total_returns, past_quarterly_returns functions to return annualTotalReturns & pastQuarterlyReturns data as dataframe. Shall I start working on it?
Ah you're right on trailingReturns, I must have got mixed up.
Go ahead with Pandas.