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WIP: Better balance sheets

Open troels opened this issue 4 years ago • 5 comments

This patch creates a new method time_series_balance to fetch the long balance sheets from yahoo finance. Solves #709

>>> yfinance.Ticker('MRNA').time_series_balance.to_markdown()

2017-12-31 00:00:00 2018-12-31 00:00:00 2019-12-31 00:00:00 2020-12-31 00:00:00
Annual Accounts Payable 2.0725e+07 3.121e+07 7.09e+06 1.8359e+07
Annual Accounts Receivable 1.3417e+07 2.2674e+07 9.462e+06 1.4008e+09
Annual Accrued Interest Receivable 3.239e+06 7.909e+06 6.835e+06 9.725e+06
Annual Accumulated Depreciation -4.8031e+07 -6.4456e+07 -9.4584e+07 -1.19661e+08
Annual Additional Paid In Capital 7.1679e+07 2.53816e+09 2.66943e+09 4.80185e+09
Annual Allowance For Doubtful Accounts Receivable nan nan nan nan
Annual Assets Held For Sale Current nan nan nan nan
Annual Available For Sale Securities 1.45851e+08 1.7299e+08 1.59987e+08 6.38848e+08
Annual Buildings And Improvements 0 1.40442e+08 8.6414e+07 9.0201e+07
Annual Capital Lease Obligations 1.5687e+07 3.3489e+07 1.32364e+08 2.07295e+08
Annual Capital Stock 1.17667e+09 33000 34000 40000
Annual Cash And Cash Equivalents 1.34859e+08 6.58364e+08 2.35876e+08 2.62385e+09
Annual Cash Cash Equivalents And Short Term Investments 7.56029e+08 1.52143e+09 1.103e+09 4.60761e+09
Annual Cash Equivalents nan nan nan nan
Annual Cash Financial nan nan nan nan
Annual Commercial Paper nan nan nan nan
Annual Common Stock 6000 33000 34000 40000
Annual Common Stock Equity -5.51365e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Construction In Progress 8.0759e+07 4.688e+06 3.222e+06 3.4507e+07
Annual Current Accrued Expenses 5.4494e+07 5.5667e+07 4.0224e+07 3.74344e+08
Annual Current Assets 7.83223e+08 1.56301e+09 1.1288e+09 6.29788e+09
Annual Current Capital Lease Obligation nan nan nan nan
Annual Current Debt nan nan nan nan
Annual Current Debt And Capital Lease Obligation nan nan nan nan
Annual Current Deferred Assets nan nan nan nan
Annual Current Deferred Liabilities 9.6739e+07 1.09056e+08 6.331e+07 3.86719e+09
Annual Current Deferred Revenue 9.6739e+07 1.09056e+08 6.331e+07 3.86719e+09
Annual Current Deferred Taxes Assets nan nan nan nan
Annual Current Deferred Taxes Liabilities nan nan nan nan
Annual Current Liabilities 1.91461e+08 2.22803e+08 1.43115e+08 4.38881e+09
Annual Current Notes Payable nan nan nan nan
Annual Current Provisions nan nan nan nan
Annual Defined Pension Benefit nan nan nan nan
Annual Derivative Product Liabilities nan nan nan nan
Annual Dividends Payable nan nan nan nan
Annual Duefrom Related Parties Current nan nan nan nan
Annual Duefrom Related Parties Non Current nan nan nan nan
Annual Dueto Related Parties Current nan nan nan nan
Annual Dueto Related Parties Non Current nan nan nan nan
Annual Employee Benefits nan nan nan nan
Annual Financial Assets nan nan nan nan
Annual Financial Assets Designatedas Fair Value Through Profitor Loss Total nan nan nan nan
Annual Finished Goods nan nan nan 1.29e+06
Annual Fixed Assets Revaluation Reserve nan nan nan nan
Annual Foreign Currency Translation Adjustments nan nan nan nan
Annual Gains Losses Not Affecting Retained Earnings -1.157e+06 -1.32e+06 1.804e+06 3.004e+06
Annual General Partnership Capital nan nan nan nan
Annual Goodwill nan nan nan nan
Annual Goodwill And Other Intangible Assets nan nan nan nan
Annual Gross Accounts Receivable nan nan nan nan
Annual Gross Ppe 1.87062e+08 2.76433e+08 3.82493e+08 5.06751e+08
Annual Hedging Assets Current nan nan nan nan
Annual Held To Maturity Securities nan nan nan nan
Annual Income Tax Payable nan nan nan nan
Annual Interest Payable nan nan nan nan
Annual Inventories Adjustments Allowances nan nan nan nan
Annual Inventory nan nan nan 4.6527e+07
Annual Invested Capital -5.51365e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Investment Properties nan nan nan nan
Annual Investmentin Financial Assets 1.45851e+08 1.7299e+08 1.59987e+08 6.38848e+08
Annual Investments And Advances 1.45851e+08 1.7299e+08 1.59987e+08 6.38848e+08
Annual Investments In Other Ventures Under Equity Method nan nan nan nan
Annual Investmentsin Associatesat Cost nan nan nan nan
Annual Investmentsin Joint Venturesat Cost nan nan nan nan
Annual Investmentsin Subsidiariesat Cost nan nan nan nan
Annual Land And Improvements nan nan nan nan
Annual Leases 1.2222e+07 1.3741e+07 1.52426e+08 1.79901e+08
Annual Liabilities Heldfor Sale Non Current nan nan nan nan
Annual Limited Partnership Capital nan nan nan nan
Annual Line Of Credit nan nan nan nan
Annual Loans Receivable nan nan nan nan
Annual Long Term Capital Lease Obligation 1.5687e+07 3.3489e+07 1.32364e+08 2.07295e+08
Annual Long Term Debt nan nan nan nan
Annual Long Term Debt And Capital Lease Obligation 1.5687e+07 3.3489e+07 1.32364e+08 2.07295e+08
Annual Long Term Equity Investment nan nan nan nan
Annual Long Term Provisions nan nan nan nan
Annual Machinery Furniture Equipment 1.644e+07 2.0655e+07 2.2321e+07 2.508e+07
Annual Minimum Pension Liabilities nan nan nan nan
Annual Minority Interest nan nan nan nan
Annual Net Debt nan nan nan nan
Annual Net Ppe 1.39031e+08 2.11977e+08 2.87909e+08 3.8709e+08
Annual Net Tangible Assets 6.25296e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Non Current Accounts Receivable nan nan nan nan
Annual Non Current Accrued Expenses nan nan nan nan
Annual Non Current Deferred Assets nan nan nan nan
Annual Non Current Deferred Liabilities 2.50515e+08 1.75358e+08 1.38995e+08 1.77419e+08
Annual Non Current Deferred Revenue 2.42929e+08 1.65352e+08 1.38995e+08 1.77419e+08
Annual Non Current Deferred Taxes Assets nan nan nan nan
Annual Non Current Deferred Taxes Liabilities nan nan nan nan
Annual Non Current Note Receivables nan nan nan nan
Annual Non Current Pension And Other Postretirement Benefit Plans nan nan nan nan
Annual Non Current Prepaid Assets nan nan nan nan
Annual Notes Receivable nan nan nan nan
Annual Ordinary Shares Number 3.24411e+08 3.28799e+08 3.36537e+08 3.98788e+08
Annual Other Capital Stock nan nan nan nan
Annual Other Current Assets nan nan nan nan
Annual Other Current Borrowings nan nan nan nan
Annual Other Current Liabilities 1.282e+06 3.464e+06 5.063e+06 3.3665e+07
Annual Other Equity Adjustments -1.157e+06 -1.32e+06 1.804e+06 nan
Annual Other Equity Interest nan nan nan nan
Annual Other Intangible Assets nan nan nan nan
Annual Other Inventories nan nan nan nan
Annual Other Investments nan nan nan nan
Annual Other Non Current Assets 1.6384e+07 1.4176e+07 1.2722e+07 1.2933e+07
Annual Other Non Current Liabilities 1.53e+06 258000 138000 1.853e+06
Annual Other Payable nan nan nan nan
Annual Other Properties 7.7641e+07 9.6907e+07 1.1811e+08 1.77062e+08
Annual Other Receivables nan 1.0089e+07 4.093e+06 nan
Annual Other Short Term Investments 6.2117e+08 8.63063e+08 8.67124e+08 1.98376e+09
Annual Payables 2.0725e+07 3.121e+07 7.09e+06 1.8359e+07
Annual Payables And Accrued Expenses 7.5219e+07 8.6877e+07 4.7314e+07 3.92703e+08
Annual Pensionand Other Post Retirement Benefit Plans Current 1.8221e+07 2.3406e+07 2.7428e+07 9.5247e+07
Annual Preferred Securities Outside Stock Equity 1.17666e+09 0 nan nan
Annual Preferred Shares Number nan nan nan nan
Annual Preferred Stock 1.17666e+09 0 0 0
Annual Preferred Stock Equity 1.17666e+09 nan nan nan
Annual Prepaid Assets 9.587e+06 1.0401e+07 8.475e+06 2.32185e+08
Annual Properties 0 0 0 0
Annual Raw Materials nan nan nan 3.6222e+07
Annual Receivables 1.6656e+07 3.0583e+07 1.6297e+07 1.41053e+09
Annual Receivables Adjustments Allowances nan nan nan nan
Annual Restricted Cash 951000 595000 1.032e+06 1.032e+06
Annual Restricted Common Stock nan nan nan nan
Annual Retained Earnings -6.21893e+08 -1.00663e+09 -1.49645e+09 -2.24352e+09
Annual Share Issued 3.24411e+08 3.28799e+08 3.36537e+08 3.98788e+08
Annual Stockholders Equity 6.25296e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Tangible Book Value -5.51365e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Taxes Receivable nan nan nan nan
Annual Total Assets 1.08449e+09 1.96215e+09 1.58942e+09 7.33675e+09
Annual Total Capitalization 6.25296e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Total Debt 1.5687e+07 3.3489e+07 1.32364e+08 2.07295e+08
Annual Total Equity Gross Minority Interest 6.25296e+08 1.53024e+09 1.17481e+09 2.56138e+09
Annual Total Liabilities Net Minority Interest 4.59193e+08 4.31908e+08 4.14612e+08 4.77538e+09
Annual Total Non Current Assets 3.01266e+08 3.99143e+08 4.60618e+08 1.03887e+09
Annual Total Non Current Liabilities Net Minority Interest 2.67732e+08 2.09105e+08 2.71497e+08 3.86567e+08
Annual Total Partnership Capital nan nan nan nan
Annual Total Tax Payable nan nan nan nan
Annual Tradeand Other Payables Non Current nan nan nan nan
Annual Trading Securities nan nan nan nan
Annual Treasury Shares Number nan nan nan nan
Annual Treasury Stock nan nan nan nan
Annual Unrealized Gain Loss nan nan nan nan
Annual Work In Process nan nan nan 9.015e+06
Annual Working Capital 5.91762e+08 1.3402e+09 9.85689e+08 1.90907e+09

troels avatar May 14 '21 23:05 troels

Good! It will show "Ordinary Shares Number". With current version I cant get access to it via yfinance.

Yunir avatar May 17 '21 21:05 Yunir

Hi Troels, can you suggest a change which will enable yfinance to pull Shares Outstanding data from income statements. It does not do that today when we pull balancesheets/cashflows/financials?

chinmayandhare avatar May 31 '21 02:05 chinmayandhare

Hello,

This feature is very useful. Any plans to merge it?

Thanks.

EpsilonTal avatar Sep 04 '22 08:09 EpsilonTal

Another PR around the same time addresses this same problem - https://github.com/ranaroussi/yfinance/pull/776 . @EpsilonTal can you experiment with both and give opinion on which is better?

Also both ignore quarterly, probably that should be implemented too for a merge.

ValueRaider avatar Sep 04 '22 12:09 ValueRaider

Update: #776 has been merged into dev branch, so will soon ship in a PIP release.

ValueRaider avatar Nov 02 '22 15:11 ValueRaider