WIP: Better balance sheets
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 |
Good! It will show "Ordinary Shares Number". With current version I cant get access to it via yfinance.
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?
Hello,
This feature is very useful. Any plans to merge it?
Thanks.
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.
Update: #776 has been merged into dev branch, so will soon ship in a PIP release.