{ "cells": [ { "attachments": {}, "cell_type": "markdown", "id": "83014ba8", "metadata": {}, "source": [ "

\n", " \"Logo\"\n", "\n", "\n", "[![GitHub Sponsors](https://img.shields.io/badge/Sponsor_this_Project-grey?logo=github)](https://github.com/sponsors/JerBouma)\n", "[![Documentation](https://img.shields.io/badge/Documentation-grey?logo=readme)](https://www.jeroenbouma.com/projects/financedatabase)\n", "[![Supported Python Versions](https://img.shields.io/pypi/pyversions/financedatabase)](https://pypi.org/project/financedatabase/)\n", "[![PYPI Version](https://img.shields.io/pypi/v/financedatabase)](https://pypi.org/project/financedatabase/)\n", "[![PYPI Downloads](https://static.pepy.tech/badge/financedatabase/month)](https://pepy.tech/project/financedatabase)\n", "\n", "The **FinanceDatabase** serves the role of providing anyone with any type of financial product categorisation entirely for free. To be able to achieve this, the FinanceDatabase relies on involvement from the community to add, edit and remove tickers over time. This is made easy enough that anyone, even with a lack of coding experience can contribute because of the usage of CSV files that can be manually edited. I'd like to invite you to go to the **[Contributing Guidelines](https://github.com/JerBouma/FinanceDatabase/blob/main/CONTRIBUTING.md)** to understand how you can help. Thank you!\n", "\n", "As a private investor, the sheer amount of information that can be found on the internet is rather daunting. Trying to \n", "understand what type of companies or ETFs are available is incredibly challenging with there being millions of\n", "companies and derivatives available on the market. Sure, the most traded companies and ETFs can quickly be found\n", "simply because they are known to the public (for example, Microsoft, Tesla, S&P500 ETF or an All-World ETF). However, \n", "what else is out there is often unknown.\n", "\n", "**This database tries to solve that**. It features 300.000+ symbols containing Equities, ETFs, Funds, Indices, \n", "Currencies, Cryptocurrencies and Money Markets. It therefore allows you to obtain a broad overview of sectors,\n", "industries, types of investments and much more.\n", "\n", "The aim of this database is explicitly _not_ to provide up-to-date fundamentals or stock data as those can be obtained \n", "with ease (with the help of this database) by using the [FinanceToolkit](https://github.com/JerBouma/FinanceToolkit). Instead, it gives insights into the products \n", "that exist in each country, industry and sector and gives the most essential information about each product. With \n", "this information, you can analyse specific areas of the financial world and/or find a product that is hard to find.\n" ] }, { "attachments": {}, "cell_type": "markdown", "id": "f0f9849a", "metadata": {}, "source": [ "## Table of Contents\n", "\n", "1. [Installation](#installation)\n", "2. [Quick Start](#quickstart)\n", "3. [Understanding the available options](#understanding-the-available-options)\n", "4. [Collecting information from the database](#collecting-information-from-the-database)\n", " 1. [Equities](#equities)\n", " 2. [ETFs](#etfs)\n", " 3. [Funds](#funds)\n", " 4. [Indices](#indices)\n", " 5. [Currencies](#currencies)\n", " 6. [Cryptocurrencies](#cryptocurrencies)\n", " 7. [Money Markets](#moneymarkets)\n", "5. [Searching the database in detail](#searching-the-database-in-detail)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "3a2a1a46", "metadata": {}, "source": [ "# Installation\n", "To install the FinanceDatabase it simply requires the following:\n", "\n", "```\n", "pip install financedatabase -U\n", "```\n", "\n", "Then within Python use:\n", "\n", "```python\n", "import financedatabase as fd\n", "```" ] }, { "cell_type": "code", "execution_count": 1, "id": "e847b00b", "metadata": {}, "outputs": [], "source": [ "import financedatabase as fd" ] }, { "attachments": {}, "cell_type": "markdown", "id": "f38d4843", "metadata": {}, "source": [ "# Quickstart" ] }, { "attachments": {}, "cell_type": "markdown", "id": "d45b268e", "metadata": {}, "source": [ "Same methods apply to all other asset classes as well. Columns may vary." ] }, { "cell_type": "code", "execution_count": 2, "id": "6e0271f5", "metadata": {}, "outputs": [], "source": [ "# Initialize the Equities database\n", "equities = fd.Equities()\n", "\n", "# Obtain all countries from the database\n", "equities_countries = equities.options(\"country\")\n", "\n", "# Obtain all sectors from the database\n", "equities_sectors = equities.options(\"sector\")\n", "\n", "# Obtain all industry groups from the database\n", "equities_industry_groups = equities.options(\"industry_group\")\n", "\n", "# Obtain all industries from a country from the database\n", "equities_germany_industries = equities.options(\"industry\", country=\"Germany\")\n", "\n", "# Obtain a selection from the database\n", "equities_united_states = equities.select(country=\"United States\")\n", "\n", "# Obtain a detailed selection from the database\n", "equities_usa_machinery = equities.select(\n", " country=\"United States\", industry=\"Machinery\"\n", ")\n", "\n", "# Search specific fields from the database\n", "equities_uk_biotech = equities.search(\n", " country=\"United Kingdom\", summary=\"biotech\", exchange=\"LSE\"\n", ")\n", "\n", "# Search specific fields from the database with lists\n", "equities_media_services = equities.search(\n", " industry=\"Interactive Media & Services\",\n", " country=\"United States\",\n", " market_cap=[\"Large Cap\", \"Mega Cap\"]\n", ")\n", "\n", "# Use the tickers to obtain data via the Finance Toolkit\n", "telecomunication_services = equities.search(\n", " industry=\"Diversified Telecommunication Services\",\n", " country=\"United States\",\n", " market_cap=\"Mega Cap\",\n", " exclude_exchanges=True)\n", "\n", "toolkit = telecomunication_services.to_toolkit(\n", " api_key=\"FINANCIAL_MODELING_PREP_KEY\",\n", " start_date=\"2000-01-01\",\n", " progress_bar=False\n", ")\n", "\n", "# For example, obtain the historical data\n", "historical_data = toolkit.get_historical_data()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "9cb7fe0a", "metadata": {}, "source": [ "# Understanding the available options" ] }, { "attachments": {}, "cell_type": "markdown", "id": "c578765b", "metadata": {}, "source": [ "Understanding which countries, sectors, industries and categories exist is important to be able to search the database properly. Not only to understand the focus a specific the country but also to understand which area holds the most data. The output of all functionalities is cut off in this README for illustration purposes.\n", "\n", "With `obtain_options` all possible options are given per column. This is useful as it doesn't require loading the larger data files. For example, obtaining all options for equities is done as follow:" ] }, { "cell_type": "code", "execution_count": 3, "id": "a8f1241b", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "{'currency': array(['ARS', 'AUD', 'BRL', 'CAD', 'CHF', 'CLP', 'CNY', 'COP', 'CZK',\n", " 'DKK', 'EUR', 'GBP', 'HKD', 'HUF', 'IDR', 'ILA', 'ILS', 'INR',\n", " 'ISK', 'JPY', 'KES', 'KRW', 'LKR', 'MXN', 'MYR', 'NOK', 'NZD',\n", " 'PEN', 'PHP', 'PLN', 'QAR', 'RUB', 'SAR', 'SEK', 'SGD', 'THB',\n", " 'TRY', 'TWD', 'USD', 'ZAR', 'ZAc'], dtype=object),\n", " 'sector': array(['Communication Services', 'Consumer Discretionary',\n", " 'Consumer Staples', 'Energy', 'Financials', 'Health Care',\n", " 'Industrials', 'Information Technology', 'Materials',\n", " 'Real Estate', 'Utilities'], dtype=object),\n", " 'industry_group': array(['Automobiles & Components', 'Banks', 'Capital Goods',\n", " 'Commercial & Professional Services',\n", " 'Consumer Durables & Apparel', 'Consumer Services',\n", " 'Diversified Financials', 'Energy', 'Food & Staples Retailing',\n", " 'Food, Beverage & Tobacco', 'Health Care Equipment & Services',\n", " 'Household & Personal Products', 'Insurance', 'Materials',\n", " 'Media & Entertainment',\n", " 'Pharmaceuticals, Biotechnology & Life Sciences', 'Real Estate',\n", " 'Retailing', 'Semiconductors & Semiconductor Equipment',\n", " 'Software & Services', 'Technology Hardware & Equipment',\n", " 'Telecommunication Services', 'Transportation', 'Utilities'],\n", " dtype=object),\n", " 'industry': array(['Aerospace & Defense', 'Air Freight & Logistics', 'Airlines',\n", " 'Auto Components', 'Automobiles', 'Banks', 'Beverages',\n", " 'Biotechnology', 'Building Products', 'Capital Markets',\n", " 'Chemicals', 'Commercial Services & Supplies',\n", " 'Communications Equipment', 'Construction & Engineering',\n", " 'Construction Materials', 'Consumer Finance', 'Distributors',\n", " 'Diversified Consumer Services', 'Diversified Financial Services',\n", " 'Diversified Telecommunication Services', 'Electric Utilities',\n", " 'Electrical Equipment',\n", " 'Electronic Equipment, Instruments & Components',\n", " 'Energy Equipment & Services', 'Entertainment',\n", " 'Equity Real Estate Investment Trusts (REITs)',\n", " 'Food & Staples Retailing', 'Food Products', 'Gas Utilities',\n", " 'Health Care Equipment & Supplies',\n", " 'Health Care Providers & Services', 'Health Care Technology',\n", " 'Hotels, Restaurants & Leisure', 'Household Durables',\n", " 'Household Products', 'IT Services',\n", " 'Independent Power and Renewable Electricity Producers',\n", " 'Industrial Conglomerates', 'Insurance',\n", " 'Interactive Media & Services',\n", " 'Internet & Direct Marketing Retail', 'Machinery', 'Marine',\n", " 'Media', 'Metals & Mining', 'Multi-Utilities',\n", " 'Oil, Gas & Consumable Fuels', 'Paper & Forest Products',\n", " 'Pharmaceuticals', 'Professional Services',\n", " 'Real Estate Management & Development', 'Road & Rail',\n", " 'Semiconductors & Semiconductor Equipment', 'Software',\n", " 'Specialty Retail', 'Technology Hardware, Storage & Peripherals',\n", " 'Textiles, Apparel & Luxury Goods', 'Thrifts & Mortgage Finance',\n", " 'Tobacco', 'Trading Companies & Distributors',\n", " 'Transportation Infrastructure', 'Water Utilities'], dtype=object),\n", " 'exchange': array(['AMS', 'AQS', 'ASE', 'ASX', 'ATH', 'BER', 'BRU', 'BSE', 'BTS',\n", " 'BUD', 'BUE', 'CAI', 'CCS', 'CNQ', 'CPH', 'CSE', 'DOH', 'DUS',\n", " 'EBS', 'ENX', 'FKA', 'FRA', 'GER', 'HAM', 'HAN', 'HEL', 'HKG',\n", " 'ICE', 'IOB', 'ISE', 'IST', 'JKT', 'JNB', 'JPX', 'KLS', 'KOE',\n", " 'KSC', 'LIS', 'LIT', 'LSE', 'MCE', 'MCX', 'MEX', 'MIL', 'MUN',\n", " 'NAE', 'NAS', 'NCM', 'NEO', 'NGM', 'NMS', 'NSE', 'NSI', 'NYQ',\n", " 'NYS', 'NZE', 'OBB', 'OSL', 'PAR', 'PCX', 'PNK', 'PRA', 'RIS',\n", " 'SAO', 'SAP', 'SAT', 'SAU', 'SES', 'SET', 'SGO', 'SHH', 'SHZ',\n", " 'STO', 'STU', 'TAI', 'TAL', 'TLO', 'TLV', 'TOR', 'TWO', 'VAN',\n", " 'VIE'], dtype=object),\n", " 'market': array(['Aequitas NEO Exchange (Lit Book)', 'Aktie Torget',\n", " 'Aquis Exchange', 'Athens Stock Exchange',\n", " 'Australian Securities Exchange', 'BATS BZX Exchange', 'BSE India',\n", " 'BX Worldcaps', 'Berlin Stock Exchange',\n", " 'Bolsa De Valores De Caracas',\n", " 'Bolsa de Comercio de Santiago de Chile', 'Borsa Istanbul',\n", " 'Borsa Italiana', 'Bovespa Soma', 'Budapest Stock Exchange',\n", " 'Buenos Aires Mercato De Valores', 'Bursa Malaysia',\n", " 'Canadian Securities Exchange', 'Dusseldorf Stock Exchange',\n", " 'Egyptian Exchange', 'EuroTLX', 'Euronext', 'Euronext Amsterdam',\n", " 'Euronext Brussels', 'Euronext Lisbon', 'Euronext Paris',\n", " 'First North Copenhagen', 'First North Iceland',\n", " 'Frankfurt Stock Exchange', 'Fukuoka Stock Exchange',\n", " 'Hamburg Stock Exchange', 'Hanover Stock Exchange',\n", " 'Hong Kong Stock Exchange', 'Indonesia Stock Exchange',\n", " 'Irish Stock Exchange', 'Johannesburg Stock Exchange', 'KONEX',\n", " 'KOSPI Stock Market', 'London Stock Exchange (OTC and ITR)',\n", " 'London Stock Exchange (international)',\n", " 'Metropolitan Stock Exchange', 'Mexico Stock Exchange',\n", " 'Moscow Exchange - MICEX', 'Munich Stock Exchange',\n", " 'NASDAQ Capital Market', 'NASDAQ Global Select',\n", " 'NASDAQ OMX Helsinki', 'NASDAQ OMX Riga', 'NASDAQ OMX Stockholm',\n", " 'NASDAQ OMX Tallinn', 'NASDAQ OMX Vilnius', 'NYSE Arca',\n", " 'NYSE MKT', 'Nasdaq Copenhagen',\n", " 'National Stock Exchange of India', 'New York Stock Exchange',\n", " 'New Zealand Exchange', 'Nordic Growth Market',\n", " 'OTC Bulletin Board', 'Oslo Bors', 'Prague Stock Exchange',\n", " 'Qatar Exchange', 'Sapporo Securities Exchange',\n", " 'Saudi Arabian Stock Exchange', 'Shanghai Stock Exchange',\n", " 'Shenzhen Stock Exchange', 'Singapore Exchange',\n", " 'Sociedad de Bolsas (SIBE)', 'Stuttgart Stock Exchange',\n", " 'TSX Toronto Exchange', 'TSX Venture Exchange',\n", " 'Taiwan Stock Exchange', 'Tel Aviv Stock Exchange',\n", " 'The Stock Exchange of Thailand', 'Tokyo Stock Exchange',\n", " 'Vienna Stock Exchange', 'XETRA', 'us24_market', 'us_market'],\n", " dtype=object),\n", " 'country': array(['Afghanistan', 'Anguilla', 'Argentina', 'Australia', 'Austria',\n", " 'Azerbaijan', 'Bahamas', 'Bangladesh', 'Barbados', 'Belgium',\n", " 'Belize', 'Bermuda', 'Botswana', 'Brazil',\n", " 'British Virgin Islands', 'Cambodia', 'Canada', 'Cayman Islands',\n", " 'Chile', 'China', 'Colombia', 'Costa Rica', 'Cyprus',\n", " 'Czech Republic', 'Denmark', 'Dominican Republic', 'Egypt',\n", " 'Estonia', 'Falkland Islands', 'Finland', 'France',\n", " 'French Guiana', 'Gabon', 'Georgia', 'Germany', 'Ghana',\n", " 'Gibraltar', 'Greece', 'Greenland', 'Guernsey', 'Hong Kong',\n", " 'Hungary', 'Iceland', 'India', 'Indonesia', 'Ireland',\n", " 'Isle of Man', 'Israel', 'Italy', 'Ivory Coast', 'Japan', 'Jersey',\n", " 'Jordan', 'Kazakhstan', 'Kenya', 'Kyrgyzstan', 'Latvia',\n", " 'Liechtenstein', 'Lithuania', 'Luxembourg', 'Macau', 'Macedonia',\n", " 'Malaysia', 'Malta', 'Mauritius', 'Mexico', 'Monaco', 'Mongolia',\n", " 'Montenegro', 'Morocco', 'Mozambique', 'Myanmar', 'Namibia',\n", " 'Netherlands', 'Netherlands Antilles', 'New Zealand', 'Nigeria',\n", " 'Norway', 'Panama', 'Papua New Guinea', 'Peru', 'Philippines',\n", " 'Poland', 'Portugal', 'Qatar', 'Reunion', 'Romania', 'Russia',\n", " 'Saudi Arabia', 'Senegal', 'Singapore', 'Slovakia', 'Slovenia',\n", " 'South Africa', 'South Korea', 'Spain', 'Suriname', 'Sweden',\n", " 'Switzerland', 'Taiwan', 'Tanzania', 'Thailand', 'Turkey',\n", " 'Ukraine', 'United Arab Emirates', 'United Kingdom',\n", " 'United States', 'Uruguay', 'Vietnam', 'Zambia'], dtype=object),\n", " 'state': array(['AB', 'ACT', 'AK', 'AL', 'AM', 'AN', 'AP', 'AR', 'AV', 'AZ', 'BA',\n", " 'BC', 'BG', 'BI', 'BJ', 'BL', 'BO', 'BS', 'CA', 'CE', 'CI', 'CO',\n", " 'CT', 'CU', 'DC', 'DE', 'DF', 'EM', 'ES', 'FE', 'FI', 'FL', 'FO',\n", " 'FR', 'GA', 'GE', 'GJ', 'GO', 'GU', 'HI', 'IA', 'ID', 'IL', 'IN',\n", " 'JA', 'KS', 'KY', 'LA', 'LC', 'LT', 'LU', 'MA', 'MB', 'MD', 'ME',\n", " 'MG', 'MH', 'MI', 'MN', 'MO', 'MS', 'MT', 'NB', 'NC', 'ND', 'NE',\n", " 'NF', 'NH', 'NJ', 'NL', 'NM', 'NS', 'NSW', 'NT', 'NU', 'NV', 'NY',\n", " 'OH', 'OK', 'ON', 'OR', 'PA', 'PD', 'PE', 'PG', 'PI', 'PR', 'PS',\n", " 'PV', 'QC', 'QLD', 'QR', 'RA', 'RE', 'RI', 'RJ', 'RM', 'RN', 'RS',\n", " 'SA', 'SC', 'SD', 'SE', 'SI', 'SK', 'SO', 'SP', 'TAS', 'TN', 'TO',\n", " 'TR', 'TS', 'TV', 'TX', 'UD', 'UT', 'VA', 'VC', 'VE', 'VI', 'VIC',\n", " 'VR', 'VT', 'WA', 'WI', 'WV', 'WY', 'YT'], dtype=object),\n", " 'city': array([\"'s-Hertogenbosch\", '6th of October', 'Aabenraa', ...,\n", " 'a€˜s-Hertogenbosch', 'tacheng', 'Ílhavo'], dtype=object),\n", " 'zipcode': array(['00-105', '00-116', '00-124', ..., 'YO8 8PH', 'Z05T1X3', 'v4B 3L1'],\n", " dtype=object),\n", " 'market_cap': array(['Large Cap', 'Mega Cap', 'Micro Cap', 'Mid Cap', 'Nano Cap',\n", " 'Small Cap'], dtype=object),\n", " 'isin': array(['AN8068571086', 'ANN4327C1220', 'AT000000STR1', ...,\n", " 'ZAE000265971', 'ZAE000296554', 'ZAE000298253'], dtype=object),\n", " 'cusip': array(['00089H106', '00090Q103', '00108J109', ..., '99406100', '99501108',\n", " '99502106'], dtype=object),\n", " 'figi': array(['#REF!', 'BBG000B9XKF0', 'BBG000B9XZV9', ..., 'BBG01FC8CFV3',\n", " 'BBG01FPC3G48', 'BBG01FRH5MP7'], dtype=object),\n", " 'composite_figi': array(['BBG000B9WX45', 'BBG000B9XG87', 'BBG000B9XRY4', ...,\n", " 'BBG01FC8CFN2', 'BBG01FP5R015', 'BBG01FRH5MK2'], dtype=object),\n", " 'shareclass_figi': array(['BBG001S112S8', 'BBG001S112X2', 'BBG001S112Y1', ...,\n", " 'BBG01CCBKDK1', 'BBG01FP5R033', 'BBG01FRH5ND8'], dtype=object)}" ] }, "execution_count": 3, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Obtain all possible options for equities\n", "fd.obtain_options(\"equities\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "99032b0f", "metadata": {}, "source": [ "Then, when initalising the equities dataset, the unique countries, sectors and industries of all equities in the database with any combination:" ] }, { "cell_type": "code", "execution_count": 4, "id": "735ec31b", "metadata": {}, "outputs": [], "source": [ "# Initialize the Equities database\n", "equities = fd.Equities()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "6ae6fb1d", "metadata": {}, "source": [ "For countries, you will find the following list if you print `equities_countries`" ] }, { "cell_type": "code", "execution_count": 5, "id": "d9b107df", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Afghanistan', 'Anguilla', 'Argentina', 'Australia', 'Austria',\n", " 'Azerbaijan', 'Bahamas', 'Bangladesh', 'Barbados', 'Belgium',\n", " 'Belize', 'Bermuda', 'Botswana', 'Brazil',\n", " 'British Virgin Islands', 'Cambodia', 'Canada', 'Cayman Islands',\n", " 'Chile', 'China', 'Colombia', 'Costa Rica', 'Cyprus',\n", " 'Czech Republic', 'Denmark', 'Dominican Republic', 'Egypt',\n", " 'Estonia', 'Falkland Islands', 'Finland', 'France',\n", " 'French Guiana', 'Gabon', 'Georgia', 'Germany', 'Ghana',\n", " 'Gibraltar', 'Greece', 'Greenland', 'Guernsey', 'Hong Kong',\n", " 'Hungary', 'Iceland', 'India', 'Indonesia', 'Ireland',\n", " 'Isle of Man', 'Israel', 'Italy', 'Ivory Coast', 'Japan', 'Jersey',\n", " 'Jordan', 'Kazakhstan', 'Kenya', 'Kyrgyzstan', 'Latvia',\n", " 'Liechtenstein', 'Lithuania', 'Luxembourg', 'Macau', 'Macedonia',\n", " 'Malaysia', 'Malta', 'Mauritius', 'Mexico', 'Monaco', 'Mongolia',\n", " 'Montenegro', 'Morocco', 'Mozambique', 'Myanmar', 'Namibia',\n", " 'Netherlands', 'Netherlands Antilles', 'New Zealand', 'Nigeria',\n", " 'Norway', 'Panama', 'Papua New Guinea', 'Peru', 'Philippines',\n", " 'Poland', 'Portugal', 'Qatar', 'Reunion', 'Romania', 'Russia',\n", " 'Saudi Arabia', 'Senegal', 'Singapore', 'Slovakia', 'Slovenia',\n", " 'South Africa', 'South Korea', 'Spain', 'Suriname', 'Sweden',\n", " 'Switzerland', 'Taiwan', 'Tanzania', 'Thailand', 'Turkey',\n", " 'Ukraine', 'United Arab Emirates', 'United Kingdom',\n", " 'United States', 'Uruguay', 'Vietnam', 'Zambia'], dtype=object)" ] }, "execution_count": 5, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Obtain all countries from the database\n", "equities.options(\"country\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "754b1ee6", "metadata": {}, "source": [ "For sectors, you will find the following list if you print `equities_sectors`:" ] }, { "cell_type": "code", "execution_count": 6, "id": "f0e17359", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Communication Services', 'Consumer Discretionary',\n", " 'Consumer Staples', 'Energy', 'Financials', 'Health Care',\n", " 'Industrials', 'Information Technology', 'Materials',\n", " 'Real Estate', 'Utilities'], dtype=object)" ] }, "execution_count": 6, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Obtain all sectors from the database\n", "equities.options(\"sector\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "0ab89b95", "metadata": {}, "source": [ "For industry groups, you will find the following list if you print `equities_industry_groups`:" ] }, { "cell_type": "code", "execution_count": 7, "id": "e21194f5", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Automobiles & Components', 'Banks', 'Capital Goods',\n", " 'Commercial & Professional Services',\n", " 'Consumer Durables & Apparel', 'Consumer Services',\n", " 'Diversified Financials', 'Energy', 'Food & Staples Retailing',\n", " 'Food, Beverage & Tobacco', 'Health Care Equipment & Services',\n", " 'Household & Personal Products', 'Insurance', 'Materials',\n", " 'Media & Entertainment',\n", " 'Pharmaceuticals, Biotechnology & Life Sciences', 'Real Estate',\n", " 'Retailing', 'Semiconductors & Semiconductor Equipment',\n", " 'Software & Services', 'Technology Hardware & Equipment',\n", " 'Telecommunication Services', 'Transportation', 'Utilities'],\n", " dtype=object)" ] }, "execution_count": 7, "metadata": {}, "output_type": "execute_result" } ], "source": [ "equities.options(\"industry_group\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "a611d685", "metadata": {}, "source": [ "For industries, you will find the following list if you print `equities_industries`:" ] }, { "cell_type": "code", "execution_count": 8, "id": "4fbfd4bf", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Aerospace & Defense', 'Air Freight & Logistics', 'Airlines',\n", " 'Auto Components', 'Automobiles', 'Banks', 'Beverages',\n", " 'Biotechnology', 'Building Products', 'Capital Markets',\n", " 'Chemicals', 'Commercial Services & Supplies',\n", " 'Communications Equipment', 'Construction & Engineering',\n", " 'Construction Materials', 'Consumer Finance', 'Distributors',\n", " 'Diversified Consumer Services', 'Diversified Financial Services',\n", " 'Diversified Telecommunication Services', 'Electric Utilities',\n", " 'Electrical Equipment',\n", " 'Electronic Equipment, Instruments & Components',\n", " 'Energy Equipment & Services', 'Entertainment',\n", " 'Equity Real Estate Investment Trusts (REITs)',\n", " 'Food & Staples Retailing', 'Food Products', 'Gas Utilities',\n", " 'Health Care Equipment & Supplies',\n", " 'Health Care Providers & Services', 'Health Care Technology',\n", " 'Hotels, Restaurants & Leisure', 'Household Durables',\n", " 'Household Products', 'IT Services',\n", " 'Independent Power and Renewable Electricity Producers',\n", " 'Industrial Conglomerates', 'Insurance',\n", " 'Interactive Media & Services',\n", " 'Internet & Direct Marketing Retail', 'Machinery', 'Marine',\n", " 'Media', 'Metals & Mining', 'Multi-Utilities',\n", " 'Oil, Gas & Consumable Fuels', 'Paper & Forest Products',\n", " 'Pharmaceuticals', 'Professional Services',\n", " 'Real Estate Management & Development', 'Road & Rail',\n", " 'Semiconductors & Semiconductor Equipment', 'Software',\n", " 'Specialty Retail', 'Technology Hardware, Storage & Peripherals',\n", " 'Textiles, Apparel & Luxury Goods', 'Thrifts & Mortgage Finance',\n", " 'Tobacco', 'Trading Companies & Distributors',\n", " 'Transportation Infrastructure', 'Water Utilities'], dtype=object)" ] }, "execution_count": 8, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Obtain all industries from the database\n", "equities.options(\"industry\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "e568759c", "metadata": {}, "source": [ "When you wish to get country, sector or industry specific lists, you can use the related `country`, `sector` and `industry` tags as also found in the help window with `help(equities.options)`" ] }, { "cell_type": "code", "execution_count": 9, "id": "b532c8b0", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method options in module financedatabase.Equities:\n", "\n", "options(selection: str, country: str = '', sector: str = '', industry_group: str = '', industry: str = '') -> pandas.core.series.Series method of financedatabase.Equities.Equities instance\n", " Retrieve all options for the specified selection.\n", " \n", " This method returns a series containing all available options for the specified\n", " selection, which can be one of the following: \"currency\", \"sector\", \"industry_group\",\n", " \"industry\", \"exchange\", \"market\", \"country\", \"state\", \"zip_code\", \"market_cap\".\n", " \n", " Args:\n", " selection (str):\n", " The selection you want to see the options for. Choose from:\n", " - \"currency\"\n", " - \"sector\"\n", " - \"industry_group\"\n", " - \"industry\"\n", " - \"exchange\"\n", " - \"market\"\n", " - \"country\"\n", " - \"state\"\n", " - \"zip_code\"\n", " - \"market_cap\"\n", " country (str, optional):\n", " Specific country to retrieve data for. If not provided, returns data for all countries.\n", " sector (str, optional):\n", " Specific sector to retrieve data for. If not provided, returns data for all sectors.\n", " industry_group (str, optional):\n", " Specific industry group to retrieve data for. If not provided, returns data for all industry groups.\n", " industry (str, optional):\n", " Specific industry to retrieve data for. If not provided, returns data for all industries.\n", " \n", " Returns:\n", " pd.Series:\n", " A series with all options for the specified selection, sorted and without duplicates.\n", "\n" ] } ], "source": [ "help(equities.options)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "9b1a5303", "metadata": {}, "source": [ "For example, if I wish to know all available industries within the sector \"Basic Materials\" in the country United States I can use" ] }, { "cell_type": "code", "execution_count": 10, "id": "18a5f4db", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Chemicals', 'Construction Materials', 'Metals & Mining',\n", " 'Paper & Forest Products'], dtype=object)" ] }, "execution_count": 10, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Obtain a filtered selection of available industries\n", "equities.options(selection=\"industry\", country=\"United States\", sector=\"Materials\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "c8bec645", "metadata": {}, "source": [ "This also extends further if you are looking into a different category. For example, find all available currencies by using " ] }, { "cell_type": "code", "execution_count": 11, "id": "c1e123ff", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['AED', 'AFN', 'ALL', 'AMD', 'ANG', 'AOA', 'ARS', 'AUD', 'AUS',\n", " 'AUX', 'AWG', 'AZN', 'BAM', 'BBD', 'BDT', 'BGN', 'BHD', 'BIF',\n", " 'BMD', 'BND', 'BOB', 'BRL', 'BSD', 'BTN', 'BWP', 'BYN', 'BZD',\n", " 'CAD', 'CDF', 'CHF', 'CLF', 'CLP', 'CNH', 'CNY', 'COP', 'CRC',\n", " 'CUC', 'CUP', 'CVE', 'CZK', 'DJF', 'DKK', 'DOP', 'DZD', 'EGP',\n", " 'ERN', 'ETB', 'EUR', 'EUX', 'FJD', 'FKP', 'GBP', 'GEL', 'GHS',\n", " 'GIP', 'GMD', 'GNF', 'GTQ', 'GYD', 'HKD', 'HNL', 'HRK', 'HTG',\n", " 'HUF', 'IDR', 'ILS', 'INR', 'IQD', 'IRR', 'ISK', 'JMD', 'JOD',\n", " 'JPY', 'KES', 'KGS', 'KHR', 'KMF', 'KRW', 'KWD', 'KYD', 'KZT',\n", " 'LAK', 'LBP', 'LKR', 'LRD', 'LSL', 'LYD', 'MAD', 'MDL', 'MGA',\n", " 'MKD', 'MMK', 'MNT', 'MOP', 'MRU', 'MUR', 'MVR', 'MWK', 'MXN',\n", " 'MXV', 'MYR', 'MZN', 'NAD', 'NGN', 'NIO', 'NOK', 'NPR', 'NZD',\n", " 'OMR', 'PAB', 'PEN', 'PGK', 'PHP', 'PKR', 'PLN', 'PYG', 'QAR',\n", " 'RON', 'RSD', 'RUB', 'RWF', 'SAR', 'SBD', 'SCR', 'SDG', 'SEK',\n", " 'SGD', 'SHP', 'SLL', 'SOS', 'SRD', 'SSP', 'STN', 'SVC', 'SYP',\n", " 'SZL', 'THB', 'TJS', 'TMT', 'TND', 'TOP', 'TRY', 'TTD', 'TWD',\n", " 'TZS', 'UAH', 'UGX', 'USD', 'USY', 'UYU', 'UZS', 'VES', 'VND',\n", " 'VUV', 'WST', 'XAF', 'XCD', 'XCU', 'XDR', 'XOF', 'XPF', 'YER',\n", " 'ZAR', 'ZMW'], dtype=object)" ] }, "execution_count": 11, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Initialize the Currencies database\n", "currencies = fd.Currencies()\n", "\n", "# Obtain all available currencies\n", "currencies.options(selection=\"base_currency\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "b0fd3392", "metadata": {}, "source": [ "But also when it comes to `etfs` with" ] }, { "cell_type": "code", "execution_count": 12, "id": "4f882c16", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Alternative', 'Bonds', 'Commodities Broad Basket',\n", " 'Communications', 'Consumer Discretionary', 'Consumer Staples',\n", " 'Currencies', 'Derivatives', 'Developed Markets',\n", " 'Emerging Markets', 'Energy', 'Equities', 'Factors', 'Financials',\n", " 'Health Care', 'Industrials', 'Materials', 'Real Estate',\n", " 'Technology', 'Trading', 'Utilities'], dtype=object)" ] }, "execution_count": 12, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Initialize the ETFs database\n", "etfs = fd.ETFs()\n", "\n", "# Obtain all availables categories\n", "etfs.options(selection=\"category\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "3048a2f2", "metadata": {}, "source": [ "# Collecting information from the database" ] }, { "attachments": {}, "cell_type": "markdown", "id": "872918b0", "metadata": {}, "source": [ "## Equities" ] }, { "attachments": {}, "cell_type": "markdown", "id": "da9376fe", "metadata": {}, "source": [ "If you wish to collect data from all equities you can use the following:" ] }, { "cell_type": "code", "execution_count": 13, "id": "52141713", "metadata": {}, "outputs": [ { "data": { "text/html": [ "

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namesummarycurrencysectorindustry_groupindustryexchangemarketcountrystatecityzipcodewebsitemarket_capisincusipfigicomposite_figishareclass_figi
symbol
AAgilent Technologies, Inc.Agilent Technologies, Inc. provides applicatio...USDHealth CarePharmaceuticals, Biotechnology & Life SciencesBiotechnologyNYQNew York Stock ExchangeUnited StatesCASanta Clara95051http://www.agilent.comLarge CapUS00846U101600846U101BBG000C2V541BBG000C2V3D6BBG001SCTQY4
AAAlcoa CorporationAlcoa Corporation, together with its subsidiar...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesPAPittsburgh15212-5858http://www.alcoa.comMid CapUS013872106513872106BBG00B3T3HK5BBG00B3T3HD3BBG00B3T3HF1
AAALFAareal Bank AGAareal Bank AG, together with its subsidiaries...USDFinancialsBanksBanksPNKOTC Bulletin BoardGermanyNaNWiesbaden65189http://www.aareal-bank.comSmall CapUS00254K108800254K108NaNNaNNaN
AAALYAareal Bank AGAareal Bank AG, together with its subsidiaries...USDFinancialsBanksBanksPNKOTC Bulletin BoardGermanyNaNWiesbaden65189http://www.aareal-bank.comSmall CapUS00254K108800254K108NaNNaNNaN
AABBAsia Broadband, Inc.Asia Broadband Inc., through its subsidiary, A...USDMaterialsMaterialsMetals & MiningPNKOTC Bulletin BoardUnited StatesNVLas Vegas89135http://www.asiabroadbandinc.comMicro CapNaNNaNNaNNaNNaN
............................................................
NaNNano Labs Ltd American Depositary SharesNaNUSDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentNMSNASDAQ Global SelectChinaNaNNaNNaNNaNNano CapNaNNaNNaNNaNNaN
NaNNano Labs Ltd American Depositary SharesNaNUSDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentNMSNASDAQ Global SelectChinaNaNNaNNaNNaNMicro CapNaNNaNNaNNaNNaN
NaNNano Labs Ltd American Depositary SharesNaNUSDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentNMSNASDAQ Global SelectChinaNaNNaNNaNNaNNano CapNaNNaNNaNNaNNaN
NaNNano Labs Ltd American Depositary SharesNaNUSDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentNMSNASDAQ Global SelectChinaNaNNaNNaNNaNNano CapNaNNaNNaNNaNNaN
NaNNano Labs Ltd American Depositary SharesNaNUSDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentNMSNASDAQ Global SelectChinaNaNNaNNaNNaNNano CapNaNNaNNaNNaNNaN
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23198 rows × 19 columns

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" ], "text/plain": [ " name \\\n", "symbol \n", "A Agilent Technologies, Inc. \n", "AA Alcoa Corporation \n", "AAALF Aareal Bank AG \n", "AAALY Aareal Bank AG \n", "AABB Asia Broadband, Inc. \n", "... ... \n", "NaN Nano Labs Ltd American Depositary Shares \n", "NaN Nano Labs Ltd American Depositary Shares \n", "NaN Nano Labs Ltd American Depositary Shares \n", "NaN Nano Labs Ltd American Depositary Shares \n", "NaN Nano Labs Ltd American Depositary Shares \n", "\n", " summary currency \\\n", "symbol \n", "A Agilent Technologies, Inc. provides applicatio... USD \n", "AA Alcoa Corporation, together with its subsidiar... USD \n", "AAALF Aareal Bank AG, together with its subsidiaries... USD \n", "AAALY Aareal Bank AG, together with its subsidiaries... USD \n", "AABB Asia Broadband Inc., through its subsidiary, A... USD \n", "... ... ... \n", "NaN NaN USD \n", "NaN NaN USD \n", "NaN NaN USD \n", "NaN NaN USD \n", "NaN NaN USD \n", "\n", " sector \\\n", "symbol \n", "A Health Care \n", "AA Materials \n", "AAALF Financials \n", "AAALY Financials \n", "AABB Materials \n", "... ... \n", "NaN Information Technology \n", "NaN Information Technology \n", "NaN Information Technology \n", "NaN Information Technology \n", "NaN Information Technology \n", "\n", " industry_group \\\n", "symbol \n", "A Pharmaceuticals, Biotechnology & Life Sciences \n", "AA Materials \n", "AAALF Banks \n", "AAALY Banks \n", "AABB Materials \n", "... ... \n", "NaN Semiconductors & Semiconductor Equipment \n", "NaN Semiconductors & Semiconductor Equipment \n", "NaN Semiconductors & Semiconductor Equipment \n", "NaN Semiconductors & Semiconductor Equipment \n", "NaN Semiconductors & Semiconductor Equipment \n", "\n", " industry exchange \\\n", "symbol \n", "A Biotechnology NYQ \n", "AA Metals & Mining NYQ \n", "AAALF Banks PNK \n", "AAALY Banks PNK \n", "AABB Metals & Mining PNK \n", "... ... ... \n", "NaN Semiconductors & Semiconductor Equipment NMS \n", "NaN Semiconductors & Semiconductor Equipment NMS \n", "NaN Semiconductors & Semiconductor Equipment NMS \n", "NaN Semiconductors & Semiconductor Equipment NMS \n", "NaN Semiconductors & Semiconductor Equipment NMS \n", "\n", " market country state city zipcode \\\n", "symbol \n", "A New York Stock Exchange United States CA Santa Clara 95051 \n", "AA New York Stock Exchange United States PA Pittsburgh 15212-5858 \n", "AAALF OTC Bulletin Board Germany NaN Wiesbaden 65189 \n", "AAALY OTC Bulletin Board Germany NaN Wiesbaden 65189 \n", "AABB OTC Bulletin Board United States NV Las Vegas 89135 \n", "... ... ... ... ... ... \n", "NaN NASDAQ Global Select China NaN NaN NaN \n", "NaN NASDAQ Global Select China NaN NaN NaN \n", "NaN NASDAQ Global Select China NaN NaN NaN \n", "NaN NASDAQ Global Select China NaN NaN NaN \n", "NaN NASDAQ Global Select China NaN NaN NaN \n", "\n", " website market_cap isin cusip \\\n", "symbol \n", "A http://www.agilent.com Large Cap US00846U1016 00846U101 \n", "AA http://www.alcoa.com Mid Cap US0138721065 13872106 \n", "AAALF http://www.aareal-bank.com Small Cap US00254K1088 00254K108 \n", "AAALY http://www.aareal-bank.com Small Cap US00254K1088 00254K108 \n", "AABB http://www.asiabroadbandinc.com Micro Cap NaN NaN \n", "... ... ... ... ... \n", "NaN NaN Nano Cap NaN NaN \n", "NaN NaN Micro Cap NaN NaN \n", "NaN NaN Nano Cap NaN NaN \n", "NaN NaN Nano Cap NaN NaN \n", "NaN NaN Nano Cap NaN NaN \n", "\n", " figi composite_figi shareclass_figi \n", "symbol \n", "A BBG000C2V541 BBG000C2V3D6 BBG001SCTQY4 \n", "AA BBG00B3T3HK5 BBG00B3T3HD3 BBG00B3T3HF1 \n", "AAALF NaN NaN NaN \n", "AAALY NaN NaN NaN \n", "AABB NaN NaN NaN \n", "... ... ... ... \n", "NaN NaN NaN NaN \n", "NaN NaN NaN NaN \n", "NaN NaN NaN NaN \n", "NaN NaN NaN NaN \n", "NaN NaN NaN NaN \n", "\n", "[23198 rows x 19 columns]" ] }, "execution_count": 13, "metadata": {}, "output_type": "execute_result" } ], "source": [ "equities = fd.Equities()\n", "\n", "equities.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "bb45507c", "metadata": {}, "source": [ "This returns approximately 20.000 different equities. Note that by default, only the American exchanges are selected. These are symbols like `TSLA` (Tesla) and `MSFT` (Microsoft) that tend to be recognized by a majority of data providers and therefore is the default. To disable this, you can set the `exclude_exchanges` argument to `False` which then results in approximately 155.000 different symbols. Find a more elaborate explanation with `help(equities.select)`:" ] }, { "cell_type": "code", "execution_count": 14, "id": "15e46b81", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.Equities:\n", "\n", "select(country: str = '', sector: str = '', industry_group: str = '', industry: str = '', exclude_exchanges: bool = True, capitalize: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.Equities.Equities instance\n", " Retrieve equity data based on specified criteria.\n", " \n", " This method allows you to retrieve data for specific equities based on a combination\n", " of country, sector, industry group, and industry filters. You can also exclude\n", " exchanges from the search. If no input criteria are provided, it returns data for all equities.\n", " \n", " Args:\n", " country (str, optional):\n", " Specific country to retrieve data for. If not provided, returns data for all countries.\n", " sector (str, optional):\n", " Specific sector to retrieve data for. If not provided, returns data for all sectors.\n", " industry_group (str, optional):\n", " Specific industry group to retrieve data for. If not provided, returns data for all industry groups.\n", " industry (str, optional):\n", " Specific industry to retrieve data for. If not provided, returns data for all industries.\n", " exclude_exchanges (bool, optional):\n", " Whether to exclude exchanges from the search. If False, you will receive\n", " data for equities from different exchanges. Default is True.\n", " capitalize (bool, optional):\n", " Indicates whether country, sector, and industry names should be capitalized for matching.\n", " Default is True.\n", " \n", " Returns:\n", " pd.DataFrame:\n", " A DataFrame containing equity data matching the specified input criteria.\n", "\n" ] } ], "source": [ "help(equities.select)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "39bb5bc2", "metadata": {}, "source": [ "As an example, in [Understanding the available options](#understanding-the-available-options), we've used `equities.options(selection='industry', country=\"United States\", sector=\"Materials\")` which allowed us to look at a specific industry in the United States. So with this information in hand, I can now query the industry `Metals & Mining` as follows:\n" ] }, { "cell_type": "code", "execution_count": 15, "id": "ec271fe9", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namesummarycurrencysectorindustry_groupindustryexchangemarketcountrystatecityzipcodewebsitemarket_capisincusipfigicomposite_figishareclass_figi
symbol
CLFCleveland-Cliffs Inc.Cleveland-Cliffs Inc. operates as an independe...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesOHCleveland44114-2315http://www.clevelandcliffs.comLarge CapUS1858991011185899101BBG000BFRH97BBG000BFRF55BBG001S5PW43
FCXFreeport-McMoRan Inc.Freeport-McMoRan Inc. engages in the mining of...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesAZPhoenix85004-2189http://fcx.comLarge CapUS35671D857035671D857BBG000BJDCQ6BBG000BJDB15BBG001S5R3F3
NEMNewmont CorporationNewmont Corporation engages in the production ...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesCODenver80237http://www.newmont.comLarge CapUS6516391066651639106BBG000BPWYG4BBG000BPWXK1BBG001S5TKX3
NUENucor CorporationNucor Corporation manufactures and sells steel...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesNCCharlotte28211http://www.nucor.comLarge CapUS6703461052670346105BBG000BQ8MY5BBG000BQ8KV2BBG001S5TRV0
RSReliance Steel & Aluminum Co.Reliance Steel & Aluminum Co. operates as a me...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesCALos Angeles90071http://www.rsac.comLarge CapUS7595091023759509102BBG000CJ2332BBG000CJ2181BBG001S81M27
SCCOSouthern Copper CorporationSouthern Copper Corporation engages in mining,...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesAZPhoenix85014http://www.southerncoppercorp.comLarge CapUS84265V105284265V105BBG000BSHKK0BBG000BSHH72BBG001S6ZM88
STLDSteel Dynamics, Inc.Steel Dynamics, Inc., together with its subsid...USDMaterialsMaterialsMetals & MiningNMSNASDAQ Global SelectUnited StatesINFort Wayne46804http://www.steeldynamics.comLarge CapUS8581191009858119100BBG000HH03N1BBG000HGYNZ9BBG001S98JK5
XUnited States Steel CorporationUnited States Steel Corporation produces and s...USDMaterialsMaterialsMetals & MiningNYQNew York Stock ExchangeUnited StatesPAPittsburgh15219-2800http://www.ussteel.comLarge CapUS9129091081912909108BBG000BX3W91BBG000BX3TD3BBG001S5XL75
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" ], "text/plain": [ " name \\\n", "symbol \n", "CLF Cleveland-Cliffs Inc. \n", "FCX Freeport-McMoRan Inc. \n", "NEM Newmont Corporation \n", "NUE Nucor Corporation \n", "RS Reliance Steel & Aluminum Co. \n", "SCCO Southern Copper Corporation \n", "STLD Steel Dynamics, Inc. \n", "X United States Steel Corporation \n", "\n", " summary currency sector \\\n", "symbol \n", "CLF Cleveland-Cliffs Inc. operates as an independe... USD Materials \n", "FCX Freeport-McMoRan Inc. engages in the mining of... USD Materials \n", "NEM Newmont Corporation engages in the production ... USD Materials \n", "NUE Nucor Corporation manufactures and sells steel... USD Materials \n", "RS Reliance Steel & Aluminum Co. operates as a me... USD Materials \n", "SCCO Southern Copper Corporation engages in mining,... USD Materials \n", "STLD Steel Dynamics, Inc., together with its subsid... USD Materials \n", "X United States Steel Corporation produces and s... USD Materials \n", "\n", " industry_group industry exchange market \\\n", "symbol \n", "CLF Materials Metals & Mining NYQ New York Stock Exchange \n", "FCX Materials Metals & Mining NYQ New York Stock Exchange \n", "NEM Materials Metals & Mining NYQ New York Stock Exchange \n", "NUE Materials Metals & Mining NYQ New York Stock Exchange \n", "RS Materials Metals & Mining NYQ New York Stock Exchange \n", "SCCO Materials Metals & Mining NYQ New York Stock Exchange \n", "STLD Materials Metals & Mining NMS NASDAQ Global Select \n", "X Materials Metals & Mining NYQ New York Stock Exchange \n", "\n", " country state city zipcode \\\n", "symbol \n", "CLF United States OH Cleveland 44114-2315 \n", "FCX United States AZ Phoenix 85004-2189 \n", "NEM United States CO Denver 80237 \n", "NUE United States NC Charlotte 28211 \n", "RS United States CA Los Angeles 90071 \n", "SCCO United States AZ Phoenix 85014 \n", "STLD United States IN Fort Wayne 46804 \n", "X United States PA Pittsburgh 15219-2800 \n", "\n", " website market_cap isin cusip \\\n", "symbol \n", "CLF http://www.clevelandcliffs.com Large Cap US1858991011 185899101 \n", "FCX http://fcx.com Large Cap US35671D8570 35671D857 \n", "NEM http://www.newmont.com Large Cap US6516391066 651639106 \n", "NUE http://www.nucor.com Large Cap US6703461052 670346105 \n", "RS http://www.rsac.com Large Cap US7595091023 759509102 \n", "SCCO http://www.southerncoppercorp.com Large Cap US84265V1052 84265V105 \n", "STLD http://www.steeldynamics.com Large Cap US8581191009 858119100 \n", "X http://www.ussteel.com Large Cap US9129091081 912909108 \n", "\n", " figi composite_figi shareclass_figi \n", "symbol \n", "CLF BBG000BFRH97 BBG000BFRF55 BBG001S5PW43 \n", "FCX BBG000BJDCQ6 BBG000BJDB15 BBG001S5R3F3 \n", "NEM BBG000BPWYG4 BBG000BPWXK1 BBG001S5TKX3 \n", "NUE BBG000BQ8MY5 BBG000BQ8KV2 BBG001S5TRV0 \n", "RS BBG000CJ2332 BBG000CJ2181 BBG001S81M27 \n", "SCCO BBG000BSHKK0 BBG000BSHH72 BBG001S6ZM88 \n", "STLD BBG000HH03N1 BBG000HGYNZ9 BBG001S98JK5 \n", "X BBG000BX3W91 BBG000BX3TD3 BBG001S5XL75 " ] }, "execution_count": 15, "metadata": {}, "output_type": "execute_result" } ], "source": [ "metals_and_mining = equities.search(industry=\"Metals & Mining\", country=\"United States\", market_cap=\"Large Cap\", exclude_exchanges=True)\n", "\n", "metals_and_mining" ] }, { "cell_type": "markdown", "id": "e8a507e4", "metadata": {}, "source": [ "The companies found from the Finance Database can be used to feed into the Finance Toolkit. For example the companies as found above can be used to obtain the income statements of all companies in the Metals & Mining industry in the United States by using the `to_toolkit` functionality.\n", "\n", "Get an API key from Financial Modeling Prep **[here](https://site.financialmodelingprep.com/developer/docs/pricing/jeroen/)**. Note that the Free version only gets you 5 years of data and no quarterly statements but this link offers a 15% discount while also supporting the project." ] }, { "cell_type": "code", "execution_count": 16, "id": "56546c15", "metadata": {}, "outputs": [ { "name": "stderr", "output_type": "stream", "text": [ "Obtaining company profiles: 100%|██████████| 8/8 [00:00<00:00, 9.30it/s]\n" ] }, { "data": { "text/html": [ "
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CLFFCXNEMNUERSSCCOSTLDX
SymbolCLFFCXNEMNUERSSCCOSTLDX
Price19.5337.232.12181.06294.6580.12119.7445.64
Beta2.0272.0590.5261.6240.8621.2981.4092.043
Average Volume939900912314373116445901547147235091102380813130576936880
Market Capitalization973158417053344056000370179788004451160934016933889080619416533201937584784010211037200
Last Dividend00.60000000000000011.62.1643.21.70000000000000020.2
Range13.61-22.8332.83-44.731.615-52.76129.79-190.96227.87-302.8964.66-88.490.55-136.4620.4-50.2
Changes0.360.540.081.585.582.091.370.04
Company NameCleveland-Cliffs Inc.Freeport-McMoRan Inc.Newmont CorporationNucor CorporationReliance Steel & Aluminum Co.Southern Copper CorporationSteel Dynamics, Inc.United States Steel Corporation
CurrencyUSDUSDUSDUSDUSDUSDUSDUSD
CIK764065831259116472773309861884100183810226711163302
ISINUS1858991011US35671D8570US6516391066US6703461052US7595091023US84265V1052US8581191009US9129091081
CUSIP18589910135671D85765163910667034610575950910284265V105858119100912909108
ExchangeNew York Stock ExchangeNew York Stock ExchangeNew York Stock ExchangeNew York Stock ExchangeNew York Stock ExchangeNew York Stock ExchangeNASDAQ Global SelectNew York Stock Exchange
Exchange Short NameNYSENYSENYSENYSENYSENYSENASDAQNYSE
IndustrySteelCopperGoldSteelSteelCopperSteelSteel
Websitehttps://www.clevelandcliffs.comhttps://fcx.comhttps://www.newmont.comhttps://www.nucor.comhttps://www.rsac.comhttps://www.southernperu.comhttps://stld.steeldynamics.comhttps://www.ussteel.com
DescriptionCleveland-Cliffs Inc. operates as a flat-rolle...Freeport-McMoRan Inc. engages in the mining of...Newmont Corporation engages in the production ...Nucor Corporation manufactures and sells steel...Reliance Steel & Aluminum Co. operates as a di...Southern Copper Corporation engages in mining,...Steel Dynamics, Inc., together with its subsid...United States Steel Corporation produces and s...
CEOMr. C. Lourenco GoncalvesMr. Richard C. AdkersonMr. Thomas Ronald PalmerMr. Leon J. TopalianMs. Karla R. LewisMr. Oscar Gonzalez RochaMr. Mark D. MillettMr. David Boyd Burritt
SectorBasic MaterialsBasic MaterialsBasic MaterialsBasic MaterialsBasic MaterialsBasic MaterialsBasic MaterialsBasic Materials
CountryUSUSUSUSUSUSUSUS
Full Time Employees2800025600146003140014500150181206021803
Phone216 694 5700602 366 8100303 863 7414704 366 7000213 687 7700602 264 1375260 969 3500412 433 1121
Address200 Public Square333 North Central Avenue6900 East Layton Avenue1915 Rexford Road350 South Grand Avenue1440 East Missouri Avenue7575 West Jefferson Boulevard600 Grant Street
CityClevelandPhoenixDenverCharlotteLos AngelesPhoenixFort WaynePittsburgh
StateOHAZCONCCAAZINPA
ZIP Code44114-231585004-2189802372821190071850144680415219-2800
DCF Difference16.5199621.57819-231.65902-128.822713.680222.55334-122.289929.47643
DCF3.01003789525363615.621806675801688268.0290222054616304.1727004463441213.0157.566656979207266238.4299008478127716.16356712951636
IPO Date1987-11-051995-07-101980-03-171980-03-171994-09-161996-01-051996-11-221991-04-12
\n", "
" ], "text/plain": [ " CLF \\\n", "Symbol CLF \n", "Price 19.53 \n", "Beta 2.027 \n", "Average Volume 9399009 \n", "Market Capitalization 9731584170 \n", "Last Dividend 0 \n", "Range 13.61-22.83 \n", "Changes 0.36 \n", "Company Name Cleveland-Cliffs Inc. \n", "Currency USD \n", "CIK 764065 \n", "ISIN US1858991011 \n", "CUSIP 185899101 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Steel \n", "Website https://www.clevelandcliffs.com \n", "Description Cleveland-Cliffs Inc. operates as a flat-rolle... \n", "CEO Mr. C. Lourenco Goncalves \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 28000 \n", "Phone 216 694 5700 \n", "Address 200 Public Square \n", "City Cleveland \n", "State OH \n", "ZIP Code 44114-2315 \n", "DCF Difference 16.51996 \n", "DCF 3.010037895253636 \n", "IPO Date 1987-11-05 \n", "\n", " FCX \\\n", "Symbol FCX \n", "Price 37.2 \n", "Beta 2.059 \n", "Average Volume 12314373 \n", "Market Capitalization 53344056000 \n", "Last Dividend 0.6000000000000001 \n", "Range 32.83-44.7 \n", "Changes 0.54 \n", "Company Name Freeport-McMoRan Inc. \n", "Currency USD \n", "CIK 831259 \n", "ISIN US35671D8570 \n", "CUSIP 35671D857 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Copper \n", "Website https://fcx.com \n", "Description Freeport-McMoRan Inc. engages in the mining of... \n", "CEO Mr. Richard C. Adkerson \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 25600 \n", "Phone 602 366 8100 \n", "Address 333 North Central Avenue \n", "City Phoenix \n", "State AZ \n", "ZIP Code 85004-2189 \n", "DCF Difference 21.57819 \n", "DCF 15.621806675801688 \n", "IPO Date 1995-07-10 \n", "\n", " NEM \\\n", "Symbol NEM \n", "Price 32.12 \n", "Beta 0.526 \n", "Average Volume 11644590 \n", "Market Capitalization 37017978800 \n", "Last Dividend 1.6 \n", "Range 31.615-52.76 \n", "Changes 0.08 \n", "Company Name Newmont Corporation \n", "Currency USD \n", "CIK 1164727 \n", "ISIN US6516391066 \n", "CUSIP 651639106 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Gold \n", "Website https://www.newmont.com \n", "Description Newmont Corporation engages in the production ... \n", "CEO Mr. Thomas Ronald Palmer \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 14600 \n", "Phone 303 863 7414 \n", "Address 6900 East Layton Avenue \n", "City Denver \n", "State CO \n", "ZIP Code 80237 \n", "DCF Difference -231.65902 \n", "DCF 268.0290222054616 \n", "IPO Date 1980-03-17 \n", "\n", " NUE \\\n", "Symbol NUE \n", "Price 181.06 \n", "Beta 1.624 \n", "Average Volume 1547147 \n", "Market Capitalization 44511609340 \n", "Last Dividend 2.16 \n", "Range 129.79-190.96 \n", "Changes 1.58 \n", "Company Name Nucor Corporation \n", "Currency USD \n", "CIK 73309 \n", "ISIN US6703461052 \n", "CUSIP 670346105 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Steel \n", "Website https://www.nucor.com \n", "Description Nucor Corporation manufactures and sells steel... \n", "CEO Mr. Leon J. Topalian \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 31400 \n", "Phone 704 366 7000 \n", "Address 1915 Rexford Road \n", "City Charlotte \n", "State NC \n", "ZIP Code 28211 \n", "DCF Difference -128.8227 \n", "DCF 304.1727004463441 \n", "IPO Date 1980-03-17 \n", "\n", " RS \\\n", "Symbol RS \n", "Price 294.65 \n", "Beta 0.862 \n", "Average Volume 235091 \n", "Market Capitalization 16933889080 \n", "Last Dividend 4 \n", "Range 227.87-302.89 \n", "Changes 5.58 \n", "Company Name Reliance Steel & Aluminum Co. \n", "Currency USD \n", "CIK 861884 \n", "ISIN US7595091023 \n", "CUSIP 759509102 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Steel \n", "Website https://www.rsac.com \n", "Description Reliance Steel & Aluminum Co. operates as a di... \n", "CEO Ms. Karla R. Lewis \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 14500 \n", "Phone 213 687 7700 \n", "Address 350 South Grand Avenue \n", "City Los Angeles \n", "State CA \n", "ZIP Code 90071 \n", "DCF Difference 13.6802 \n", "DCF 213.01 \n", "IPO Date 1994-09-16 \n", "\n", " SCCO \\\n", "Symbol SCCO \n", "Price 80.12 \n", "Beta 1.298 \n", "Average Volume 1023808 \n", "Market Capitalization 61941653320 \n", "Last Dividend 3.2 \n", "Range 64.66-88.4 \n", "Changes 2.09 \n", "Company Name Southern Copper Corporation \n", "Currency USD \n", "CIK 1001838 \n", "ISIN US84265V1052 \n", "CUSIP 84265V105 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Copper \n", "Website https://www.southernperu.com \n", "Description Southern Copper Corporation engages in mining,... \n", "CEO Mr. Oscar Gonzalez Rocha \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 15018 \n", "Phone 602 264 1375 \n", "Address 1440 East Missouri Avenue \n", "City Phoenix \n", "State AZ \n", "ZIP Code 85014 \n", "DCF Difference 22.55334 \n", "DCF 57.566656979207266 \n", "IPO Date 1996-01-05 \n", "\n", " STLD \\\n", "Symbol STLD \n", "Price 119.74 \n", "Beta 1.409 \n", "Average Volume 1313057 \n", "Market Capitalization 19375847840 \n", "Last Dividend 1.7000000000000002 \n", "Range 90.55-136.46 \n", "Changes 1.37 \n", "Company Name Steel Dynamics, Inc. \n", "Currency USD \n", "CIK 1022671 \n", "ISIN US8581191009 \n", "CUSIP 858119100 \n", "Exchange NASDAQ Global Select \n", "Exchange Short Name NASDAQ \n", "Industry Steel \n", "Website https://stld.steeldynamics.com \n", "Description Steel Dynamics, Inc., together with its subsid... \n", "CEO Mr. Mark D. Millett \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 12060 \n", "Phone 260 969 3500 \n", "Address 7575 West Jefferson Boulevard \n", "City Fort Wayne \n", "State IN \n", "ZIP Code 46804 \n", "DCF Difference -122.2899 \n", "DCF 238.42990084781277 \n", "IPO Date 1996-11-22 \n", "\n", " X \n", "Symbol X \n", "Price 45.64 \n", "Beta 2.043 \n", "Average Volume 6936880 \n", "Market Capitalization 10211037200 \n", "Last Dividend 0.2 \n", "Range 20.4-50.2 \n", "Changes 0.04 \n", "Company Name United States Steel Corporation \n", "Currency USD \n", "CIK 1163302 \n", "ISIN US9129091081 \n", "CUSIP 912909108 \n", "Exchange New York Stock Exchange \n", "Exchange Short Name NYSE \n", "Industry Steel \n", "Website https://www.ussteel.com \n", "Description United States Steel Corporation produces and s... \n", "CEO Mr. David Boyd Burritt \n", "Sector Basic Materials \n", "Country US \n", "Full Time Employees 21803 \n", "Phone 412 433 1121 \n", "Address 600 Grant Street \n", "City Pittsburgh \n", "State PA \n", "ZIP Code 15219-2800 \n", "DCF Difference 29.47643 \n", "DCF 16.16356712951636 \n", "IPO Date 1991-04-12 " ] }, "execution_count": 16, "metadata": {}, "output_type": "execute_result" } ], "source": [ "companies = metals_and_mining.to_toolkit(api_key=\"FINANCIAL_MODEL_PREP_KEY\", start_date=\"2000-01-01\", quarterly=False)\n", "\n", "companies.get_profile()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "35eaae54", "metadata": {}, "source": [ "## ETFs" ] }, { "attachments": {}, "cell_type": "markdown", "id": "e2b33328", "metadata": {}, "source": [ "If you wish to collect data from all etfs you can use the following:" ] }, { "cell_type": "code", "execution_count": 17, "id": "9f3a15b7", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecurrencysummarycategory_groupcategoryfamilyexchangemarket
symbol
^ACWIISHARES TRUSTUSDNaNNaNNaNNaNNIMus_market
^ADFI-IVNFIELD DYNAMIC FIXED INCOME ETFUSDNaNNaNNaNNaNASEus_market
^ADREINVESCO ACTIVELY MUSDNaNNaNNaNNaNNIMus_market
^ARB-EUALTSHARES MERGER ARBITRAGE ETFUSDNaNNaNNaNNaNASEus_market
^ARB-IVALTSHARES MERGER ARBITRAGE ETFUSDNaNNaNNaNNaNASEus_market
...........................
VGFPFVanguard Funds Public Limited Company - Vangua...NaNNaNNaNNaNNaNNaNNaN
VFDEFVanguard Funds Public Limited Company - Vangua...NaNNaNNaNNaNNaNNaNNaN
WSDMFWisdomTree Issuer ICAV - WisdomTree Europe Equ...NaNNaNNaNNaNNaNNaNNaN
WDSSFWisdomTree Issuer ICAV - WisdomTree US Quality...NaNNaNNaNNaNNaNNaNNaN
ZKBHFZKB Gold ETFNaNNaNNaNNaNNaNNaNNaN
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2860 rows × 8 columns

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" ], "text/plain": [ " name currency summary \\\n", "symbol \n", "^ACWI ISHARES TRUST USD NaN \n", "^ADFI-IV NFIELD DYNAMIC FIXED INCOME ETF USD NaN \n", "^ADRE INVESCO ACTIVELY M USD NaN \n", "^ARB-EU ALTSHARES MERGER ARBITRAGE ETF USD NaN \n", "^ARB-IV ALTSHARES MERGER ARBITRAGE ETF USD NaN \n", "... ... ... ... \n", "VGFPF Vanguard Funds Public Limited Company - Vangua... NaN NaN \n", "VFDEF Vanguard Funds Public Limited Company - Vangua... NaN NaN \n", "WSDMF WisdomTree Issuer ICAV - WisdomTree Europe Equ... NaN NaN \n", "WDSSF WisdomTree Issuer ICAV - WisdomTree US Quality... NaN NaN \n", "ZKBHF ZKB Gold ETF NaN NaN \n", "\n", " category_group category family exchange market \n", "symbol \n", "^ACWI NaN NaN NaN NIM us_market \n", "^ADFI-IV NaN NaN NaN ASE us_market \n", "^ADRE NaN NaN NaN NIM us_market \n", "^ARB-EU NaN NaN NaN ASE us_market \n", "^ARB-IV NaN NaN NaN ASE us_market \n", "... ... ... ... ... ... \n", "VGFPF NaN NaN NaN NaN NaN \n", "VFDEF NaN NaN NaN NaN NaN \n", "WSDMF NaN NaN NaN NaN NaN \n", "WDSSF NaN NaN NaN NaN NaN \n", "ZKBHF NaN NaN NaN NaN NaN \n", "\n", "[2860 rows x 8 columns]" ] }, "execution_count": 17, "metadata": {}, "output_type": "execute_result" } ], "source": [ "etfs = fd.ETFs()\n", "\n", "etfs.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "7accdfd6", "metadata": {}, "source": [ "This returns approximately 2.500 different ETFs. Note that by default, only the American exchanges are selected. These are symbols like `SPY` (SPDR S&P 500 ETF Trust) and `VTI` (Vanguard Total Stock Market Index Fund ETF) that tend to be recognized by a majority of data providers and therefore is the default. To disable this, you can set the `exclude_exchanges` argument to `False` which then results in approximately 35.000 different symbols. Find a more elaborate explanation with `help(etfs.select)`:" ] }, { "cell_type": "code", "execution_count": 18, "id": "010292bd", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.ETFs:\n", "\n", "select(category_group: str = '', category: str = '', family: str = '', exclude_exchanges: bool = True, capitalize: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.ETFs.ETFs instance\n", " Retrieve ETF data based on specified criteria.\n", " \n", " This method allows you to retrieve data for specific ETFs based on a combination\n", " of category group, category, and family filters. You can also exclude\n", " exchanges from the search. If no input criteria are provided, it returns data for all ETFs.\n", " \n", " Args:\n", " category_group (str, optional):\n", " Specific category group to retrieve data for. If not provided, returns data for all category groups.\n", " category (str, optional):\n", " Specific category to retrieve data for. If not provided, returns data for all categories.\n", " family (str, optional):\n", " Specific family to retrieve data for. If not provided, returns data for all families.\n", " exclude_exchanges (bool, optional):\n", " Whether to exclude exchanges from the search. If False, you will receive\n", " data for ETFs from different exchanges. Default is True.\n", " capitalize (bool, optional):\n", " Indicates whether category group, category, and family names should be capitalized for matching.\n", " Default is True.\n", " \n", " Returns:\n", " pd.DataFrame:\n", " A DataFrame containing ETF data matching the specified input criteria.\n", "\n" ] } ], "source": [ "help(etfs.select)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "6d8fecc2", "metadata": {}, "source": [ "With this information in hand, and having seen the available options within [Understanding the available options](#understanding-the-available-options), we can specify the selection as follows:" ] }, { "cell_type": "code", "execution_count": 19, "id": "2fe5fceb", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecurrencysummarycategory_groupcategoryfamilyexchangemarket
symbol
AFKVanEck Vectors Africa Index ETFUSDThe investment seeks to replicate as closely a...EquitiesDeveloped MarketsVanEck Asset ManagementPCXus_market
AGTiShares MSCI Argentina and Global Exposure ETFUSDThe investment seeks to track the investment r...EquitiesDeveloped MarketsBlackRock Asset ManagementBTSus_market
ARGTGlobal X MSCI Argentina ETFUSDThe investment seeks to provide investment res...EquitiesDeveloped MarketsGlobal X FundsPCXus_market
AVMUAvantis Core Municipal Fixed Income ETFUSDThe investment seeks current income that is ex...Fixed IncomeDeveloped MarketsAvantis InvestorsPCXus_market
BBEUJPMorgan BetaBuilders Europe ETFUSDThe investment seeks investment results that c...EquitiesDeveloped MarketsJPMorgan Asset ManagementBTSus_market
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XMPTVanEck Vectors CEF Municipal Income ETFUSDThe investment seeks to replicate as closely a...Fixed IncomeDeveloped MarketsVanEck Asset ManagementBTSus_market
ZCANSPDR Solactive Canada ETFUSDThe investment seeks to track the performance ...EquitiesDeveloped MarketsState Street Global AdvisorsPCXus_market
ZDEUSPDR Solactive Germany ETFUSDThe investment seeks to track the performance ...EquitiesDeveloped MarketsState Street Global AdvisorsPCXus_market
ZGBRSPDR Solactive United Kingdom ETFUSDThe investment seeks to track the performance ...EquitiesDeveloped MarketsState Street Global AdvisorsPCXus_market
ZJPNSPDR Solactive Japan ETFUSDThe investment seeks to track the performance ...EquitiesDeveloped MarketsState Street Global AdvisorsPCXus_market
\n", "

169 rows × 8 columns

\n", "
" ], "text/plain": [ " name currency \\\n", "symbol \n", "AFK VanEck Vectors Africa Index ETF USD \n", "AGT iShares MSCI Argentina and Global Exposure ETF USD \n", "ARGT Global X MSCI Argentina ETF USD \n", "AVMU Avantis Core Municipal Fixed Income ETF USD \n", "BBEU JPMorgan BetaBuilders Europe ETF USD \n", "... ... ... \n", "XMPT VanEck Vectors CEF Municipal Income ETF USD \n", "ZCAN SPDR Solactive Canada ETF USD \n", "ZDEU SPDR Solactive Germany ETF USD \n", "ZGBR SPDR Solactive United Kingdom ETF USD \n", "ZJPN SPDR Solactive Japan ETF USD \n", "\n", " summary category_group \\\n", "symbol \n", "AFK The investment seeks to replicate as closely a... Equities \n", "AGT The investment seeks to track the investment r... Equities \n", "ARGT The investment seeks to provide investment res... Equities \n", "AVMU The investment seeks current income that is ex... Fixed Income \n", "BBEU The investment seeks investment results that c... Equities \n", "... ... ... \n", "XMPT The investment seeks to replicate as closely a... Fixed Income \n", "ZCAN The investment seeks to track the performance ... Equities \n", "ZDEU The investment seeks to track the performance ... Equities \n", "ZGBR The investment seeks to track the performance ... Equities \n", "ZJPN The investment seeks to track the performance ... Equities \n", "\n", " category family exchange market \n", "symbol \n", "AFK Developed Markets VanEck Asset Management PCX us_market \n", "AGT Developed Markets BlackRock Asset Management BTS us_market \n", "ARGT Developed Markets Global X Funds PCX us_market \n", "AVMU Developed Markets Avantis Investors PCX us_market \n", "BBEU Developed Markets JPMorgan Asset Management BTS us_market \n", "... ... ... ... ... \n", "XMPT Developed Markets VanEck Asset Management BTS us_market \n", "ZCAN Developed Markets State Street Global Advisors PCX us_market \n", "ZDEU Developed Markets State Street Global Advisors PCX us_market \n", "ZGBR Developed Markets State Street Global Advisors PCX us_market \n", "ZJPN Developed Markets State Street Global Advisors PCX us_market \n", "\n", "[169 rows x 8 columns]" ] }, "execution_count": 19, "metadata": {}, "output_type": "execute_result" } ], "source": [ "etfs.select(category=\"Developed Markets\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "86b5d8b2", "metadata": {}, "source": [ "## Funds" ] }, { "attachments": {}, "cell_type": "markdown", "id": "ae3c8bcc", "metadata": {}, "source": [ "If you wish to collect data from all funds you can use the following:" ] }, { "cell_type": "code", "execution_count": 20, "id": "9fa956af", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecurrencysummarymanager_namemanager_biocategory_groupcategoryfamilyexchangemarket
symbol
AAAAXDWS RREEF Real Assets Fund - Class AUSDThe investment seeks total return in excess of...John VojticekCo-Head of Liquid Real Assets / Chief Investme...EquitiesWorldDWSNASus_market
AAACXA3 Alternative Credit FundUSDNaNNaNNaNNaNNaNNaNNASus_market
AAAEXVirtus AllianzGI Health Sciences Fund Class PUSDThe investment seeks long-term capital appreci...Peter PirschMr. Pirsch is a senior portfolio manager, a se...EquitiesHealth CareVirtusNASus_market
AAAFXAmerican Century One Choice Blend+ 2015 Portfo...USDThe investment seeks the highest total return ...Scott A. WilsonMr. Wilson, Vice President and Portfolio Manag...EquitiesTarget DateAmerican InvestmentsNASus_market
AAAGXThrivent Large Cap Growth Fund Class AUSDThe investment seeks long-term capital appreci...Lauri BrunnerMs. Brunner has been with Thrivent Financial s...EquitiesFactorsThrivent FundsNASus_market
.................................
ZVNBXZevenbergen Growth Fund Investor ClassUSDThe investment seeks long-term capital appreci...Joseph DennisonMr. Dennison joined ZCI in 2011.   In hi...EquitiesFactorsZevenbergen Capital InvestmentsNASus_market
ZVNIXZevenbergen Growth Fund Institutional ClassUSDThe investment seeks long-term capital appreci...Joseph DennisonMr. Dennison joined ZCI in 2011.   In hi...EquitiesFactorsZevenbergen Capital InvestmentsNASus_market
ZVZZCNXNasdaq NextShares Test InstrumeUSDNaNNaNNaNNaNNaNNaNNASus_market
ZZZAXTest Demand Deposit Account - TUSDNaNNaNNaNNaNNaNNaNNASus_market
ZZZZIXNasdaq Test - AIP Managed FuturUSDNaNNaNNaNNaNNaNNaNNASus_market
\n", "

31440 rows × 10 columns

\n", "
" ], "text/plain": [ " name currency \\\n", "symbol \n", "AAAAX DWS RREEF Real Assets Fund - Class A USD \n", "AAACX A3 Alternative Credit Fund USD \n", "AAAEX Virtus AllianzGI Health Sciences Fund Class P USD \n", "AAAFX American Century One Choice Blend+ 2015 Portfo... USD \n", "AAAGX Thrivent Large Cap Growth Fund Class A USD \n", "... ... ... \n", "ZVNBX Zevenbergen Growth Fund Investor Class USD \n", "ZVNIX Zevenbergen Growth Fund Institutional Class USD \n", "ZVZZCNX Nasdaq NextShares Test Instrume USD \n", "ZZZAX Test Demand Deposit Account - T USD \n", "ZZZZIX Nasdaq Test - AIP Managed Futur USD \n", "\n", " summary manager_name \\\n", "symbol \n", "AAAAX The investment seeks total return in excess of... John Vojticek \n", "AAACX NaN NaN \n", "AAAEX The investment seeks long-term capital appreci... Peter Pirsch \n", "AAAFX The investment seeks the highest total return ... Scott A. Wilson \n", "AAAGX The investment seeks long-term capital appreci... Lauri Brunner \n", "... ... ... \n", "ZVNBX The investment seeks long-term capital appreci... Joseph Dennison \n", "ZVNIX The investment seeks long-term capital appreci... Joseph Dennison \n", "ZVZZCNX NaN NaN \n", "ZZZAX NaN NaN \n", "ZZZZIX NaN NaN \n", "\n", " manager_bio category_group \\\n", "symbol \n", "AAAAX Co-Head of Liquid Real Assets / Chief Investme... Equities \n", "AAACX NaN NaN \n", "AAAEX Mr. Pirsch is a senior portfolio manager, a se... Equities \n", "AAAFX Mr. Wilson, Vice President and Portfolio Manag... Equities \n", "AAAGX Ms. Brunner has been with Thrivent Financial s... Equities \n", "... ... ... \n", "ZVNBX Mr. Dennison joined ZCI in 2011.   In hi... Equities \n", "ZVNIX Mr. Dennison joined ZCI in 2011.   In hi... Equities \n", "ZVZZCNX NaN NaN \n", "ZZZAX NaN NaN \n", "ZZZZIX NaN NaN \n", "\n", " category family exchange market \n", "symbol \n", "AAAAX World DWS NAS us_market \n", "AAACX NaN NaN NAS us_market \n", "AAAEX Health Care Virtus NAS us_market \n", "AAAFX Target Date American Investments NAS us_market \n", "AAAGX Factors Thrivent Funds NAS us_market \n", "... ... ... ... ... \n", "ZVNBX Factors Zevenbergen Capital Investments NAS us_market \n", "ZVNIX Factors Zevenbergen Capital Investments NAS us_market \n", "ZVZZCNX NaN NaN NAS us_market \n", "ZZZAX NaN NaN NAS us_market \n", "ZZZZIX NaN NaN NAS us_market \n", "\n", "[31440 rows x 10 columns]" ] }, "execution_count": 20, "metadata": {}, "output_type": "execute_result" } ], "source": [ "funds = fd.Funds()\n", "\n", "funds.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "16059f26", "metadata": {}, "source": [ "This returns approximately 30.000 different Funds. Note that by default, only the American exchanges are selected. These are symbols that tend to be recognized by a majority of data providers and therefore is the default. To disable this, you can set the `exclude_exchanges` argument to `False` which then results in approximately 55.000 different symbols. Find a more elaborate explanation with `help(funds.select)`:\n" ] }, { "cell_type": "code", "execution_count": 21, "id": "9c8bc2a4", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.Funds:\n", "\n", "select(category_group: str = '', category: str = '', family: str = '', exclude_exchanges: bool = True, capitalize: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.Funds.Funds instance\n", " Retrieve fund data based on specified criteria.\n", " \n", " This method allows you to retrieve data for specific funds based on a combination\n", " of category group, category, and family filters. You can also exclude\n", " exchanges from the search. If no input criteria are provided, it returns data for all funds.\n", " \n", " Args:\n", " category_group (str, optional):\n", " Specific category group to retrieve data for. If not provided, returns data for all category groups.\n", " category (str, optional):\n", " Specific category to retrieve data for. If not provided, returns data for all categories.\n", " family (str, optional):\n", " Specific family to retrieve data for. If not provided, returns data for all families.\n", " exclude_exchanges (bool, optional):\n", " Whether to exclude exchanges from the search. If False, you will receive\n", " data for funds from different exchanges. Default is True.\n", " capitalize (bool, optional):\n", " Indicates whether category group, category, and family names should be capitalized for matching.\n", " Default is True.\n", " \n", " Returns:\n", " pd.DataFrame:\n", " A DataFrame containing fund data matching the specified input criteria.\n", "\n" ] } ], "source": [ "help(funds.select)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "426bf626", "metadata": {}, "source": [ "With this information in hand, and having seen the available options within [Understanding the available options](#understanding-the-available-options), we can specify the selection as follows:" ] }, { "cell_type": "code", "execution_count": 22, "id": "259c5df4", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Alternative', 'Commodities', 'Derivatives', 'Equities',\n", " 'Fixed Income', 'Infrastructure', 'Miscellaneous', 'Real Estate'],\n", " dtype=object)" ] }, "execution_count": 22, "metadata": {}, "output_type": "execute_result" } ], "source": [ "funds.options(selection=\"category_group\")" ] }, { "cell_type": "code", "execution_count": 23, "id": "c93e5a52", "metadata": {}, "outputs": [ { "data": { "text/plain": [ "array(['Africa', 'Allocation', 'Asia', 'Australia', 'Austria', 'Canada',\n", " 'China', 'Communications', 'Consumer Discretionary',\n", " 'Consumer Staples', 'Emerging Markets', 'Energy', 'Equities',\n", " 'Europe', 'Factors', 'Financials', 'France', 'Germany',\n", " 'Health Care', 'Hong Kong', 'India', 'Industrials', 'Islamic',\n", " 'Italy', 'Japan', 'Latin America', 'Mexico', 'Netherlands',\n", " 'New Zealand', 'North America', 'Scandinavia', 'Sector', 'Spain',\n", " 'Target Date', 'Technology', 'Thailand', 'Trading',\n", " 'United Kingdom', 'United States', 'Utilities', 'Vietnam', 'World'],\n", " dtype=object)" ] }, "execution_count": 23, "metadata": {}, "output_type": "execute_result" } ], "source": [ "funds.options(selection=\"category\", category_group=\"Equities\")" ] }, { "cell_type": "code", "execution_count": 24, "id": "18c9cec0", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecurrencysummarymanager_namemanager_biocategory_groupcategoryfamilyexchangemarket
symbol
AACFXInvesco Greater China Fund Class AUSDThe investment seeks long-term growth of capit...Mike ShiaoMike Shiao has 25 years of investment experien...EquitiesChinaInvesco Asset ManagementNASus_market
ACEAXAB All China Equity Portfolio Class AUSDThe investment seeks long-term growth of capit...Stuart RaeStuart Rae has been Chief Investment Officer o...EquitiesChinaAllianceBernsteinNASus_market
ACEYXAB All China Equity Portfolio Advisor ClassUSDThe investment seeks long-term growth of capit...Stuart RaeStuart Rae has been Chief Investment Officer o...EquitiesChinaAllianceBernsteinNASus_market
AMCYXInvesco Greater China Fund Class YUSDThe investment seeks long-term growth of capit...Mike ShiaoMike Shiao has 25 years of investment experien...EquitiesChinaInvesco Asset ManagementNASus_market
BCAKXBaillie Gifford China A Shares Fund Class KUSDThe investment seeks capital appreciation. Th...Sophie EarnshawSophie Earnshaw, CFA, Portfolio Manager, joine...EquitiesChinaBaillie Gifford FundsNASus_market
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USCOXU.S. Global Investors China Region Fund Invest...USDThe investment seeks long-term growth of capit...Frank HolmesNaNEquitiesChinaU.S. Global InvestorsNASus_market
WAGCXWasatch Greater China Fund Investor Class SharesUSDThe investment seeks long-term growth of capit...Kevin I. Huerta UngerKevin Unger, CFA has been an associate portfol...EquitiesChinaWasatchNASus_market
WCMCXWCM China Quality Growth Fund Institutional Cl...USDThe investment seeks long-term capital appreci...Michael Z. TianAs Business Analyst, Michael’s primary re...EquitiesChinaWCM Investment ManagementNASus_market
WCQGXWCM China Quality Growth Fund Investor Class S...USDThe investment seeks long-term capital appreci...Michael Z. TianAs Business Analyst, Michael’s primary re...EquitiesChinaWCM Investment ManagementNASus_market
WGGCXWasatch Greater China Fund Institutional Class...USDThe investment seeks long-term growth of capit...Kevin I. Huerta UngerKevin Unger, CFA has been an associate portfol...EquitiesChinaWasatchNASus_market
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79 rows × 10 columns

\n", "
" ], "text/plain": [ " name currency \\\n", "symbol \n", "AACFX Invesco Greater China Fund Class A USD \n", "ACEAX AB All China Equity Portfolio Class A USD \n", "ACEYX AB All China Equity Portfolio Advisor Class USD \n", "AMCYX Invesco Greater China Fund Class Y USD \n", "BCAKX Baillie Gifford China A Shares Fund Class K USD \n", "... ... ... \n", "USCOX U.S. Global Investors China Region Fund Invest... USD \n", "WAGCX Wasatch Greater China Fund Investor Class Shares USD \n", "WCMCX WCM China Quality Growth Fund Institutional Cl... USD \n", "WCQGX WCM China Quality Growth Fund Investor Class S... USD \n", "WGGCX Wasatch Greater China Fund Institutional Class... USD \n", "\n", " summary \\\n", "symbol \n", "AACFX The investment seeks long-term growth of capit... \n", "ACEAX The investment seeks long-term growth of capit... \n", "ACEYX The investment seeks long-term growth of capit... \n", "AMCYX The investment seeks long-term growth of capit... \n", "BCAKX The investment seeks capital appreciation. Th... \n", "... ... \n", "USCOX The investment seeks long-term growth of capit... \n", "WAGCX The investment seeks long-term growth of capit... \n", "WCMCX The investment seeks long-term capital appreci... \n", "WCQGX The investment seeks long-term capital appreci... \n", "WGGCX The investment seeks long-term growth of capit... \n", "\n", " manager_name \\\n", "symbol \n", "AACFX Mike Shiao \n", "ACEAX Stuart Rae \n", "ACEYX Stuart Rae \n", "AMCYX Mike Shiao \n", "BCAKX Sophie Earnshaw \n", "... ... \n", "USCOX Frank Holmes \n", "WAGCX Kevin I. Huerta Unger \n", "WCMCX Michael Z. Tian \n", "WCQGX Michael Z. Tian \n", "WGGCX Kevin I. Huerta Unger \n", "\n", " manager_bio category_group \\\n", "symbol \n", "AACFX Mike Shiao has 25 years of investment experien... Equities \n", "ACEAX Stuart Rae has been Chief Investment Officer o... Equities \n", "ACEYX Stuart Rae has been Chief Investment Officer o... Equities \n", "AMCYX Mike Shiao has 25 years of investment experien... Equities \n", "BCAKX Sophie Earnshaw, CFA, Portfolio Manager, joine... Equities \n", "... ... ... \n", "USCOX NaN Equities \n", "WAGCX Kevin Unger, CFA has been an associate portfol... Equities \n", "WCMCX As Business Analyst, Michael’s primary re... Equities \n", "WCQGX As Business Analyst, Michael’s primary re... Equities \n", "WGGCX Kevin Unger, CFA has been an associate portfol... Equities \n", "\n", " category family exchange market \n", "symbol \n", "AACFX China Invesco Asset Management NAS us_market \n", "ACEAX China AllianceBernstein NAS us_market \n", "ACEYX China AllianceBernstein NAS us_market \n", "AMCYX China Invesco Asset Management NAS us_market \n", "BCAKX China Baillie Gifford Funds NAS us_market \n", "... ... ... ... ... \n", "USCOX China U.S. Global Investors NAS us_market \n", "WAGCX China Wasatch NAS us_market \n", "WCMCX China WCM Investment Management NAS us_market \n", "WCQGX China WCM Investment Management NAS us_market \n", "WGGCX China Wasatch NAS us_market \n", "\n", "[79 rows x 10 columns]" ] }, "execution_count": 24, "metadata": {}, "output_type": "execute_result" } ], "source": [ "funds.select(category_group=\"Equities\", category=\"China\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "5f5e775d", "metadata": {}, "source": [ "## Indices" ] }, { "attachments": {}, "cell_type": "markdown", "id": "7bef885e", "metadata": {}, "source": [ "If you wish to collect data from all indices you can use the following:" ] }, { "cell_type": "code", "execution_count": 25, "id": "427616f4", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecurrencymarketexchangeexchange timezone
symbol
GBKXKBW Nasdaq Global Bank IndexNaNus_marketNIMEDT
GBKXNKBW Nasdaq Global Bank Net Total Return IndexNaNus_marketNIMEDT
GBKXTKBW Nasdaq Global Bank Total Return IndexNaNus_marketNIMEDT
^A1BSCDow Jones Americas Basic MateriUSDus_marketDJIEDT
^A1CYCDow Jones Americas Consumer SerUSDus_marketDJIEDT
..................
^ZSL-EUProShares UltraShort Silver (EsUSDus_marketASEEDT
^ZSL-IVProShares UltraShort Silver (InUSDus_marketASEEDT
^ZSL-NVProShares UltraShort Silver (NeUSDus_marketASEEDT
^ZSL-TCProShares UltraShort Silver (ToUSDus_marketASEEDT
^ZVZZT-624ZVZZT.624 Test SymbolUSDus_marketNYSEDT
\n", "

62140 rows × 5 columns

\n", "
" ], "text/plain": [ " name currency market \\\n", "symbol \n", "GBKX KBW Nasdaq Global Bank Index NaN us_market \n", "GBKXN KBW Nasdaq Global Bank Net Total Return Index NaN us_market \n", "GBKXT KBW Nasdaq Global Bank Total Return Index NaN us_market \n", "^A1BSC Dow Jones Americas Basic Materi USD us_market \n", "^A1CYC Dow Jones Americas Consumer Ser USD us_market \n", "... ... ... ... \n", "^ZSL-EU ProShares UltraShort Silver (Es USD us_market \n", "^ZSL-IV ProShares UltraShort Silver (In USD us_market \n", "^ZSL-NV ProShares UltraShort Silver (Ne USD us_market \n", "^ZSL-TC ProShares UltraShort Silver (To USD us_market \n", "^ZVZZT-624 ZVZZT.624 Test Symbol USD us_market \n", "\n", " exchange exchange timezone \n", "symbol \n", "GBKX NIM EDT \n", "GBKXN NIM EDT \n", "GBKXT NIM EDT \n", "^A1BSC DJI EDT \n", "^A1CYC DJI EDT \n", "... ... ... \n", "^ZSL-EU ASE EDT \n", "^ZSL-IV ASE EDT \n", "^ZSL-NV ASE EDT \n", "^ZSL-TC ASE EDT \n", "^ZVZZT-624 NYS EDT \n", "\n", "[62140 rows x 5 columns]" ] }, "execution_count": 25, "metadata": {}, "output_type": "execute_result" } ], "source": [ "indices = fd.Indices()\n", "\n", "indices.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "5b9e0c17", "metadata": {}, "source": [ "This returns approximately 60.000 different indices. Note that by default, only the American exchanges are selected. These are symbols like `^GSPC` (S&P 500) that tend to be recognized by a majority of data providers and therefore is the default. To disable this, you can set the `exclude_exchanges` argument to `False` which then results in approximately 90.000 different symbols. Find a more elaborate explanation with `help(indices.select)`:" ] }, { "cell_type": "code", "execution_count": 26, "id": "441812f3", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.Indices:\n", "\n", "select(currency: str = '', capitalize: bool = True, exclude_exchanges: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.Indices.Indices instance\n", " Returns all indices when no input is given and has the option to give\n", " a specific combination of indices based on the currency defined.\n", " \n", " Args:\n", " currency (str, optional):\n", " If filled, gives all data for a specific currency.\n", " capitalize (bool, optional):\n", " Whether the currency needs to be capitalized. By default, the values\n", " are always capitalized as that is also how it is represented in the CSV files.\n", " exclude_exchanges (bool, optional):\n", " Whether you want to exclude exchanges from the search. If False,\n", " you will receive multiple instances of the same product from different exchanges.\n", " \n", " Returns:\n", " indices_df (pd.DataFrame):\n", " Returns a DataFrame with a selection or all data based on the input.\n", "\n" ] } ], "source": [ "help(indices.select)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "b6679da8", "metadata": {}, "source": [ "## Currencies" ] }, { "attachments": {}, "cell_type": "markdown", "id": "571f448b", "metadata": {}, "source": [ "If you wish to collect data from all currencies you can use the following:" ] }, { "cell_type": "code", "execution_count": 27, "id": "e43f6df3", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namebase_currencyquote_currencyexchangemarket
symbol
AED=XUSD/AEDUSDAEDCCYccy_market
AEDAUD=XAED/AUDAEDAUDCCYccy_market
AEDBRX=XAED/BRXAEDBRXCCYccy_market
AEDCAD=XAED/CADAEDCADCCYccy_market
AEDCHF=XAED/CHFAEDCHFCCYccy_market
..................
ZMWEUR=XZMW/EURZMWEURCCYccy_market
ZMWGBP=XZMW/GBPZMWGBPCCYccy_market
ZMWJPY=XZMW/JPYZMWJPYCCYccy_market
ZMWUSD=XZMW/USDZMWUSDCCYccy_market
ZMWZAR=XZMW/ZARZMWZARCCYccy_market
\n", "

2556 rows × 5 columns

\n", "
" ], "text/plain": [ " name base_currency quote_currency exchange market\n", "symbol \n", "AED=X USD/AED USD AED CCY ccy_market\n", "AEDAUD=X AED/AUD AED AUD CCY ccy_market\n", "AEDBRX=X AED/BRX AED BRX CCY ccy_market\n", "AEDCAD=X AED/CAD AED CAD CCY ccy_market\n", "AEDCHF=X AED/CHF AED CHF CCY ccy_market\n", "... ... ... ... ... ...\n", "ZMWEUR=X ZMW/EUR ZMW EUR CCY ccy_market\n", "ZMWGBP=X ZMW/GBP ZMW GBP CCY ccy_market\n", "ZMWJPY=X ZMW/JPY ZMW JPY CCY ccy_market\n", "ZMWUSD=X ZMW/USD ZMW USD CCY ccy_market\n", "ZMWZAR=X ZMW/ZAR ZMW ZAR CCY ccy_market\n", "\n", "[2556 rows x 5 columns]" ] }, "execution_count": 27, "metadata": {}, "output_type": "execute_result" } ], "source": [ "currencies = fd.Currencies()\n", "\n", "currencies.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "db0f9516", "metadata": {}, "source": [ "This returns approximately 2.500 different currencies. Find a more elaborate explanation with `help(currencies.select)`:" ] }, { "cell_type": "code", "execution_count": 28, "id": "7efe7c8b", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.Currencies:\n", "\n", "select(base_currency: str = '', quote_currency: str = '', capitalize: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.Currencies.Currencies instance\n", " Retrieve currency data based on specified criteria.\n", " \n", " This method allows you to retrieve data for specific base or quote currencies,\n", " with the option to customize the capitalization of currency names. If no input\n", " criteria are provided, it returns data for all currencies.\n", " \n", " Args:\n", " base_currency (str, optional):\n", " Specific base currency to retrieve data for. If not provided, returns data for all base currencies.\n", " quote_currency (str, optional):\n", " Specific quote currency to retrieve data for. If not provided, returns data for all quote currencies.\n", " capitalize (bool, optional):\n", " Indicates whether the currency names should be capitalized for matching. Default is True.\n", " \n", " Returns:\n", " pd.DataFrame:\n", " A DataFrame containing currency data matching the specified input criteria.\n", "\n" ] } ], "source": [ "# Help Window\n", "help(currencies.select)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "b51f49d8", "metadata": {}, "source": [ "With this information in hand, and having seen the available options within [Understanding the available options](#understanding-the-available-options), we can specify the selection as follows:\n" ] }, { "cell_type": "code", "execution_count": 29, "id": "814f32d8", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namebase_currencyquote_currencyexchangemarket
symbol
AEDAUD=XAED/AUDAEDAUDCCYccy_market
AEDBRX=XAED/BRXAEDBRXCCYccy_market
AEDCAD=XAED/CADAEDCADCCYccy_market
AEDCHF=XAED/CHFAEDCHFCCYccy_market
AEDEUR=XAED/EURAEDEURCCYccy_market
AEDGBP=XAED/GBPAEDGBPCCYccy_market
AEDHKD=XAED/HKDAEDHKDCCYccy_market
AEDINR=XAED/INRAEDINRCCYccy_market
AEDJPY=XAED/JPYAEDJPYCCYccy_market
AEDKRW=XAED/KRWAEDKRWCCYccy_market
AEDKWD=XAED/KWDAEDKWDCCYccy_market
AEDLKR=XAED/LKRAEDLKRCCYccy_market
AEDMAD=XAED/MADAEDMADCCYccy_market
AEDMUR=XAED/MURAEDMURCCYccy_market
AEDMYX=XAED/MYXAEDMYXCCYccy_market
AEDNOK=XAED/NOKAEDNOKCCYccy_market
AEDNZD=XAED/NZDAEDNZDCCYccy_market
AEDOMR=XAED/OMRAEDOMRCCYccy_market
AEDPKR=XAED/PKRAEDPKRCCYccy_market
AEDQAR=XAED/QARAEDQARCCYccy_market
AEDSAR=XAED/SARAEDSARCCYccy_market
AEDSEK=XAED/SEKAEDSEKCCYccy_market
AEDSGD=XAED/SGDAEDSGDCCYccy_market
AEDTHX=XAED/THXAEDTHXCCYccy_market
AEDTRY=XAED/TRYAEDTRYCCYccy_market
AEDUSD=XAED/USDAEDUSDCCYccy_market
AEDXDR=XAED/XDRAEDXDRCCYccy_market
AEDZAR=XAED/ZARAEDZARCCYccy_market
\n", "
" ], "text/plain": [ " name base_currency quote_currency exchange market\n", "symbol \n", "AEDAUD=X AED/AUD AED AUD CCY ccy_market\n", "AEDBRX=X AED/BRX AED BRX CCY ccy_market\n", "AEDCAD=X AED/CAD AED CAD CCY ccy_market\n", "AEDCHF=X AED/CHF AED CHF CCY ccy_market\n", "AEDEUR=X AED/EUR AED EUR CCY ccy_market\n", "AEDGBP=X AED/GBP AED GBP CCY ccy_market\n", "AEDHKD=X AED/HKD AED HKD CCY ccy_market\n", "AEDINR=X AED/INR AED INR CCY ccy_market\n", "AEDJPY=X AED/JPY AED JPY CCY ccy_market\n", "AEDKRW=X AED/KRW AED KRW CCY ccy_market\n", "AEDKWD=X AED/KWD AED KWD CCY ccy_market\n", "AEDLKR=X AED/LKR AED LKR CCY ccy_market\n", "AEDMAD=X AED/MAD AED MAD CCY ccy_market\n", "AEDMUR=X AED/MUR AED MUR CCY ccy_market\n", "AEDMYX=X AED/MYX AED MYX CCY ccy_market\n", "AEDNOK=X AED/NOK AED NOK CCY ccy_market\n", "AEDNZD=X AED/NZD AED NZD CCY ccy_market\n", "AEDOMR=X AED/OMR AED OMR CCY ccy_market\n", "AEDPKR=X AED/PKR AED PKR CCY ccy_market\n", "AEDQAR=X AED/QAR AED QAR CCY ccy_market\n", "AEDSAR=X AED/SAR AED SAR CCY ccy_market\n", "AEDSEK=X AED/SEK AED SEK CCY ccy_market\n", "AEDSGD=X AED/SGD AED SGD CCY ccy_market\n", "AEDTHX=X AED/THX AED THX CCY ccy_market\n", "AEDTRY=X AED/TRY AED TRY CCY ccy_market\n", "AEDUSD=X AED/USD AED USD CCY ccy_market\n", "AEDXDR=X AED/XDR AED XDR CCY ccy_market\n", "AEDZAR=X AED/ZAR AED ZAR CCY ccy_market" ] }, "execution_count": 29, "metadata": {}, "output_type": "execute_result" } ], "source": [ "currencies.select(base_currency=\"AED\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "065b35a2", "metadata": {}, "source": [ "## Cryptocurrencies" ] }, { "attachments": {}, "cell_type": "markdown", "id": "8c9be340", "metadata": {}, "source": [ "If you wish to collect data from all cryptocurrencies you can use the following:" ] }, { "cell_type": "code", "execution_count": 30, "id": "c0f08947", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecryptocurrencycurrencysummaryexchangemarket
symbol
AAVE-CADAave CADAAVECADAave (AAVE) is a cryptocurrency and operates o...CCCccc_market
AAVE-CNYAave CNYAAVECNYAave (AAVE) is a cryptocurrency and operates o...CCCccc_market
AAVE-ETHAave ETHAAVEETHAave (AAVE) is a cryptocurrency and operates o...CCCccc_market
AAVE-EURAave EURAAVEEURAave (AAVE) is a cryptocurrency and operates o...CCCccc_market
AAVE-GBPAave GBPAAVEGBPAave (AAVE) is a cryptocurrency and operates o...CCCccc_market
.....................
ZYN-INRZynecoin INRZYNINRZynecoin (ZYN) is a cryptocurrency . Users are...CCCccc_market
ZYN-JPYZynecoin JPYZYNJPYZynecoin (ZYN) is a cryptocurrency . Users are...CCCccc_market
ZYN-KRWZynecoin KRWZYNKRWZynecoin (ZYN) is a cryptocurrency . Users are...CCCccc_market
ZYN-RUBZynecoin RUBZYNRUBZynecoin (ZYN) is a cryptocurrency . Users are...CCCccc_market
ZYN-USDZynecoin USDZYNUSDZynecoin (ZYN) is a cryptocurrency . Users are...CCCccc_market
\n", "

3367 rows × 6 columns

\n", "
" ], "text/plain": [ " name cryptocurrency currency \\\n", "symbol \n", "AAVE-CAD Aave CAD AAVE CAD \n", "AAVE-CNY Aave CNY AAVE CNY \n", "AAVE-ETH Aave ETH AAVE ETH \n", "AAVE-EUR Aave EUR AAVE EUR \n", "AAVE-GBP Aave GBP AAVE GBP \n", "... ... ... ... \n", "ZYN-INR Zynecoin INR ZYN INR \n", "ZYN-JPY Zynecoin JPY ZYN JPY \n", "ZYN-KRW Zynecoin KRW ZYN KRW \n", "ZYN-RUB Zynecoin RUB ZYN RUB \n", "ZYN-USD Zynecoin USD ZYN USD \n", "\n", " summary exchange \\\n", "symbol \n", "AAVE-CAD Aave (AAVE) is a cryptocurrency and operates o... CCC \n", "AAVE-CNY Aave (AAVE) is a cryptocurrency and operates o... CCC \n", "AAVE-ETH Aave (AAVE) is a cryptocurrency and operates o... CCC \n", "AAVE-EUR Aave (AAVE) is a cryptocurrency and operates o... CCC \n", "AAVE-GBP Aave (AAVE) is a cryptocurrency and operates o... CCC \n", "... ... ... \n", "ZYN-INR Zynecoin (ZYN) is a cryptocurrency . Users are... CCC \n", "ZYN-JPY Zynecoin (ZYN) is a cryptocurrency . Users are... CCC \n", "ZYN-KRW Zynecoin (ZYN) is a cryptocurrency . Users are... CCC \n", "ZYN-RUB Zynecoin (ZYN) is a cryptocurrency . Users are... CCC \n", "ZYN-USD Zynecoin (ZYN) is a cryptocurrency . Users are... CCC \n", "\n", " market \n", "symbol \n", "AAVE-CAD ccc_market \n", "AAVE-CNY ccc_market \n", "AAVE-ETH ccc_market \n", "AAVE-EUR ccc_market \n", "AAVE-GBP ccc_market \n", "... ... \n", "ZYN-INR ccc_market \n", "ZYN-JPY ccc_market \n", "ZYN-KRW ccc_market \n", "ZYN-RUB ccc_market \n", "ZYN-USD ccc_market \n", "\n", "[3367 rows x 6 columns]" ] }, "execution_count": 30, "metadata": {}, "output_type": "execute_result" } ], "source": [ "cryptos = fd.Cryptos()\n", "\n", "cryptos.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "74a29e93", "metadata": {}, "source": [ "This returns approximately 3.000 different cryptocurrencies. Find a more elaborate explanation with `help(cryptos.select)`:" ] }, { "cell_type": "code", "execution_count": 31, "id": "aed99e3c", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.Cryptos:\n", "\n", "select(crypto: str = '', currency: str = '', capitalize: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.Cryptos.Cryptos instance\n", " Obtain cryptocurrency data based on specified criteria.\n", " \n", " This method allows you to retrieve data for specific cryptocurrencies and currencies,\n", " with the option to customize the capitalization of cryptocurrency names. If no input\n", " criteria are provided, it returns data for all cryptocurrencies.\n", " \n", " Args:\n", " crypto (str, optional):\n", " Specific cryptocurrency to retrieve data for. If not provided, returns data for all cryptocurrencies.\n", " currency (str, optional):\n", " Specific currency to filter by. If not provided, no currency filtering is applied.\n", " capitalize (bool, optional):\n", " Indicates whether the cryptocurrency names should be capitalized for matching. Default is True.\n", " \n", " Returns:\n", " pd.DataFrame:\n", " A DataFrame containing cryptocurrency data matching the specified input criteria.\n", "\n" ] } ], "source": [ "help(cryptos.select)" ] }, { "attachments": {}, "cell_type": "markdown", "id": "d0ec3009", "metadata": {}, "source": [ "With this information in hand, and having seen the available options within [Understanding the available options](#understanding-the-available-options), we can specify the selection as follows. Which returns a total of 5 combination of cryptocurrencies that include the ETH." ] }, { "cell_type": "code", "execution_count": 32, "id": "5e02f1fc", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecryptocurrencycurrencysummaryexchangemarket
symbol
ETH-BTCEthereum BTCETHBTCEthereum (ETH) is a cryptocurrency . Users are...CCCccc_market
ETH-CADEthereum CADETHCADEthereum (ETH) is a cryptocurrency . Users are...CCCccc_market
ETH-EUREthereum EURETHEUREthereum (ETH) is a cryptocurrency . Users are...CCCccc_market
ETH-GBPEthereum GBPETHGBPEthereum (ETH) is a cryptocurrency . Users are...CCCccc_market
ETH-USDEthereum USDETHUSDEthereum (ETH) is a cryptocurrency . Users are...CCCccc_market
\n", "
" ], "text/plain": [ " name cryptocurrency currency \\\n", "symbol \n", "ETH-BTC Ethereum BTC ETH BTC \n", "ETH-CAD Ethereum CAD ETH CAD \n", "ETH-EUR Ethereum EUR ETH EUR \n", "ETH-GBP Ethereum GBP ETH GBP \n", "ETH-USD Ethereum USD ETH USD \n", "\n", " summary exchange \\\n", "symbol \n", "ETH-BTC Ethereum (ETH) is a cryptocurrency . Users are... CCC \n", "ETH-CAD Ethereum (ETH) is a cryptocurrency . Users are... CCC \n", "ETH-EUR Ethereum (ETH) is a cryptocurrency . Users are... CCC \n", "ETH-GBP Ethereum (ETH) is a cryptocurrency . Users are... CCC \n", "ETH-USD Ethereum (ETH) is a cryptocurrency . Users are... CCC \n", "\n", " market \n", "symbol \n", "ETH-BTC ccc_market \n", "ETH-CAD ccc_market \n", "ETH-EUR ccc_market \n", "ETH-GBP ccc_market \n", "ETH-USD ccc_market " ] }, "execution_count": 32, "metadata": {}, "output_type": "execute_result" } ], "source": [ "cryptos.select(crypto=\"ETH\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "df9c87c5", "metadata": {}, "source": [ "## Moneymarkets" ] }, { "attachments": {}, "cell_type": "markdown", "id": "1c502197", "metadata": {}, "source": [ "If you wish to collect data from all money markets you can use the following:" ] }, { "cell_type": "code", "execution_count": 33, "id": "6aa26df8", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecategorycurrencymarketexchange
symbol
AABXXSEI Daily Income Trust Government FundNaNUSDus_marketNAS
AAFXXAmerican Funds U.S. GovernmentNaNUSDus_marketNAS
AALXXThrivent Money Market FundThrivent Mutual FundsUSDus_marketNAS
AAOXXAmerican Beacon U.S. Government Money Market S...NaNUSDus_marketNAS
AARXXAARP Money Market FundNaNUSDus_marketNAS
..................
WRNXXIvy Government Money Market FundIvy FundsUSDus_marketNAS
WTLXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WTPXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WTRXX100% Treasury Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WUCXXMunicipal Cash Management Money Market FundWells Fargo Advantage Money Market FundsUSDus_marketNAS
\n", "

1364 rows × 5 columns

\n", "
" ], "text/plain": [ " name \\\n", "symbol \n", "AABXX SEI Daily Income Trust Government Fund \n", "AAFXX American Funds U.S. Government \n", "AALXX Thrivent Money Market Fund \n", "AAOXX American Beacon U.S. Government Money Market S... \n", "AARXX AARP Money Market Fund \n", "... ... \n", "WRNXX Ivy Government Money Market Fund \n", "WTLXX Treasury Plus Money Market Fund \n", "WTPXX Treasury Plus Money Market Fund \n", "WTRXX 100% Treasury Money Market Fund \n", "WUCXX Municipal Cash Management Money Market Fund \n", "\n", " category currency market exchange \n", "symbol \n", "AABXX NaN USD us_market NAS \n", "AAFXX NaN USD us_market NAS \n", "AALXX Thrivent Mutual Funds USD us_market NAS \n", "AAOXX NaN USD us_market NAS \n", "AARXX NaN USD us_market NAS \n", "... ... ... ... ... \n", "WRNXX Ivy Funds USD us_market NAS \n", "WTLXX Wells Fargo Funds Trust USD us_market NAS \n", "WTPXX Wells Fargo Funds Trust USD us_market NAS \n", "WTRXX Wells Fargo Funds Trust USD us_market NAS \n", "WUCXX Wells Fargo Advantage Money Market Funds USD us_market NAS \n", "\n", "[1364 rows x 5 columns]" ] }, "execution_count": 33, "metadata": {}, "output_type": "execute_result" } ], "source": [ "moneymarkets = fd.Moneymarkets()\n", "\n", "moneymarkets.select()" ] }, { "attachments": {}, "cell_type": "markdown", "id": "d631d56f", "metadata": {}, "source": [ "This returns approximately 3.000 different money markets. Find a more elaborate explanation with `help(fd.select_moneymarkets)`:\n" ] }, { "cell_type": "code", "execution_count": 34, "id": "6d29bfb7", "metadata": {}, "outputs": [ { "name": "stdout", "output_type": "stream", "text": [ "Help on method select in module financedatabase.Moneymarkets:\n", "\n", "select(category: str = '', capitalize: bool = True, exclude_exchanges: bool = True) -> pandas.core.frame.DataFrame method of financedatabase.Moneymarkets.Moneymarkets instance\n", " Returns all moneymarkets when no input is given and has the option to give\n", " a specific combination of moneymarkets based on the category defined.\n", " \n", " Args:\n", " category (str, optional):\n", " If filled, gives all data for a specific category. Default is an empty string.\n", " capitalize (bool, optional):\n", " Whether the category needs to be capitalized. Default is True.\n", " exclude_exchanges (bool, optional):\n", " Whether you want to exclude exchanges from the search. If False,\n", " you will receive multiple times the product from different exchanges.\n", " Default is True.\n", " \n", " Returns:\n", " indices_df (pd.DataFrame):\n", " Returns a DataFrame with a selection or all data based on the input.\n", "\n" ] } ], "source": [ "help(moneymarkets.select)" ] }, { "cell_type": "code", "execution_count": 35, "id": "ed324026", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecategorycurrencymarketexchange
symbol
GVIXXGovernment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
MMIXXNational Tax-Free Money Market FundWells Fargo Funds TrustUSDus_marketNAS
NWGXXGovernment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
NWIXXCash Investment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
NWMXXNational Tax-Free Money Market FundWells Fargo Funds TrustUSDus_marketNAS
NWTXX100% Treasury Money Market FundWells Fargo Funds TrustUSDus_marketNAS
PISXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
PIVXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
PRVXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
SHIXXHeritage Money Market FundWells Fargo Funds TrustUSDus_marketNAS
SHMXXHeritage Money Market FundWells Fargo Funds TrustUSDus_marketNAS
STGXXMoney Market FundWells Fargo Funds TrustUSDus_marketNAS
WFAXXCash Investment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFFXXGovernment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFGXXGovernment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFIXXCash Investment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFJXXHeritage Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFNXXNational Tax-Free Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFQXXCash Investment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WFTXX100% Treasury Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WGAXXGovernment Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WHTXXHeritage Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WMOXXMoney Market FundWells Fargo Funds TrustUSDus_marketNAS
WMPXXMoney Market FundWells Fargo Funds TrustUSDus_marketNAS
WNTXXNational Tax-Free Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WOTXX100% Treasury Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WTLXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WTPXXTreasury Plus Money Market FundWells Fargo Funds TrustUSDus_marketNAS
WTRXX100% Treasury Money Market FundWells Fargo Funds TrustUSDus_marketNAS
\n", "
" ], "text/plain": [ " name category currency \\\n", "symbol \n", "GVIXX Government Money Market Fund Wells Fargo Funds Trust USD \n", "MMIXX National Tax-Free Money Market Fund Wells Fargo Funds Trust USD \n", "NWGXX Government Money Market Fund Wells Fargo Funds Trust USD \n", "NWIXX Cash Investment Money Market Fund Wells Fargo Funds Trust USD \n", "NWMXX National Tax-Free Money Market Fund Wells Fargo Funds Trust USD \n", "NWTXX 100% Treasury Money Market Fund Wells Fargo Funds Trust USD \n", "PISXX Treasury Plus Money Market Fund Wells Fargo Funds Trust USD \n", "PIVXX Treasury Plus Money Market Fund Wells Fargo Funds Trust USD \n", "PRVXX Treasury Plus Money Market Fund Wells Fargo Funds Trust USD \n", "SHIXX Heritage Money Market Fund Wells Fargo Funds Trust USD \n", "SHMXX Heritage Money Market Fund Wells Fargo Funds Trust USD \n", "STGXX Money Market Fund Wells Fargo Funds Trust USD \n", "WFAXX Cash Investment Money Market Fund Wells Fargo Funds Trust USD \n", "WFFXX Government Money Market Fund Wells Fargo Funds Trust USD \n", "WFGXX Government Money Market Fund Wells Fargo Funds Trust USD \n", "WFIXX Cash Investment Money Market Fund Wells Fargo Funds Trust USD \n", "WFJXX Heritage Money Market Fund Wells Fargo Funds Trust USD \n", "WFNXX National Tax-Free Money Market Fund Wells Fargo Funds Trust USD \n", "WFQXX Cash Investment Money Market Fund Wells Fargo Funds Trust USD \n", "WFTXX 100% Treasury Money Market Fund Wells Fargo Funds Trust USD \n", "WGAXX Government Money Market Fund Wells Fargo Funds Trust USD \n", "WHTXX Heritage Money Market Fund Wells Fargo Funds Trust USD \n", "WMOXX Money Market Fund Wells Fargo Funds Trust USD \n", "WMPXX Money Market Fund Wells Fargo Funds Trust USD \n", "WNTXX National Tax-Free Money Market Fund Wells Fargo Funds Trust USD \n", "WOTXX 100% Treasury Money Market Fund Wells Fargo Funds Trust USD \n", "WTLXX Treasury Plus Money Market Fund Wells Fargo Funds Trust USD \n", "WTPXX Treasury Plus Money Market Fund Wells Fargo Funds Trust USD \n", "WTRXX 100% Treasury Money Market Fund Wells Fargo Funds Trust USD \n", "\n", " market exchange \n", "symbol \n", "GVIXX us_market NAS \n", "MMIXX us_market NAS \n", "NWGXX us_market NAS \n", "NWIXX us_market NAS \n", "NWMXX us_market NAS \n", "NWTXX us_market NAS \n", "PISXX us_market NAS \n", "PIVXX us_market NAS \n", "PRVXX us_market NAS \n", "SHIXX us_market NAS \n", "SHMXX us_market NAS \n", "STGXX us_market NAS \n", "WFAXX us_market NAS \n", "WFFXX us_market NAS \n", "WFGXX us_market NAS \n", "WFIXX us_market NAS \n", "WFJXX us_market NAS \n", "WFNXX us_market NAS \n", "WFQXX us_market NAS \n", "WFTXX us_market NAS \n", "WGAXX us_market NAS \n", "WHTXX us_market NAS \n", "WMOXX us_market NAS \n", "WMPXX us_market NAS \n", "WNTXX us_market NAS \n", "WOTXX us_market NAS \n", "WTLXX us_market NAS \n", "WTPXX us_market NAS \n", "WTRXX us_market NAS " ] }, "execution_count": 35, "metadata": {}, "output_type": "execute_result" } ], "source": [ "moneymarkets.select(category=\"Wells Fargo Funds Trust\")" ] }, { "attachments": {}, "cell_type": "markdown", "id": "eb07e811", "metadata": {}, "source": [ "# Searching the database in detail" ] }, { "attachments": {}, "cell_type": "markdown", "id": "09b9fdd4", "metadata": {}, "source": [ "All asset classes have the capability to search each column with `search`, for example `equities.search()`. Through how this functionality is developed you can define multiple columns and search throughoutly. For example:" ] }, { "cell_type": "code", "execution_count": 36, "id": "ea871d79", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namesummarycurrencysectorindustry_groupindustryexchangemarketcountrystatecityzipcodewebsitemarket_capisincusipfigicomposite_figishareclass_figi
symbol
AFRMFAlphaform AGAlphaform AG, together with its subsidiaries, ...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNFeldkirchen85622NaNNano CapNaNNaNNaNNaNNaN
AUUMFAumann AGAumann AG manufactures and sells specialized m...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNBeelen48361http://www.aumann.comMicro CapDE000A2DAM03NaNNaNNaNNaN
BAMXFBayerische Motoren Werke AktiengesellschaftBayerische Motoren Werke AG, together with its...USDConsumer DiscretionaryAutomobiles & ComponentsAutomobilesPNKOTC Bulletin BoardGermanyNaNMunich80788http://www.bmwgroup.comLarge CapDE0005190037NaNNaNNaNNaN
BASFYBASF SEBASF SE operates as a chemical company worldwi...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNLudwigshafen am Rhein67056http://www.basf.comLarge CapNaNNaNNaNNaNNaN
BDRFFBeiersdorf AktiengesellschaftBeiersdorf Aktiengesellschaft engages in the m...USDConsumer StaplesHousehold & Personal ProductsHousehold ProductsPNKOTC Bulletin BoardGermanyNaNHamburg20245http://www.beiersdorf.comLarge CapUS07724U103407724U103NaNNaNNaN
BDRFYBeiersdorf AktiengesellschaftBeiersdorf Aktiengesellschaft engages in the m...USDConsumer StaplesHousehold & Personal ProductsHousehold ProductsPNKOTC Bulletin BoardGermanyNaNHamburg20245http://www.beiersdorf.comLarge CapUS07724U103407724U103NaNNaNNaN
BFFAFBASF SEBASF SE operates as a chemical company worldwi...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNLudwigshafen am Rhein67056http://www.basf.comLarge CapNaNNaNNaNNaNNaN
BMWYYBayerische Motoren Werke AktiengesellschaftBayerische Motoren Werke AG, together with its...USDConsumer DiscretionaryAutomobiles & ComponentsAutomobilesPNKOTC Bulletin BoardGermanyNaNMunich80788http://www.bmwgroup.comLarge CapDE0005190037NaNNaNNaNNaN
BYMOFBayerische Motoren Werke AktiengesellschaftBayerische Motoren Werke AG, together with its...USDConsumer DiscretionaryAutomobiles & ComponentsAutomobilesPNKOTC Bulletin BoardGermanyNaNMunich80788http://www.bmwgroup.comLarge CapDE0005190037NaNNaNNaNNaN
COVTYCovestro AGCovestro AG develops, produces, and markets po...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNLeverkusen51373http://www.covestro.comLarge CapDE0006062144NaNNaNNaNNaN
CTTAFContinental AktiengesellschaftContinental Aktiengesellschaft develops produc...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNHanover30165http://www.continental.comLarge CapUS2107712000210771200NaNNaNNaN
CTTAYContinental AktiengesellschaftContinental Aktiengesellschaft develops produc...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNHanover30165http://www.continental.comLarge CapUS2107712000210771200NaNNaNNaN
CVVTFCovestro AGCovestro AG develops, produces, and markets po...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNLeverkusen51373http://www.covestro.comLarge CapDE0006062144NaNNaNNaNNaN
DDAIFDaimler AGDaimler AG, together its subsidiaries, develop...USDConsumer DiscretionaryAutomobiles & ComponentsAutomobilesPNKOTC Bulletin BoardGermanyNaNStuttgart70372http://www.daimler.comLarge CapNaNNaNNaNNaNNaN
DMLRYDaimler AGDaimler AG, together its subsidiaries, develop...USDConsumer DiscretionaryAutomobiles & ComponentsAutomobilesPNKOTC Bulletin BoardGermanyNaNStuttgart70372http://www.daimler.comLarge CapNaNNaNNaNNaNNaN
DUERFDurr AktiengesellschaftDürr Aktiengesellschaft, together with its ...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNBietigheim-Bissingen74321http://www.durr-group.comMid CapUS2668881061266888106NaNNaNNaN
DURYYDurr AktiengesellschaftDürr Aktiengesellschaft, together with its ...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNBietigheim-Bissingen74321http://www.durr-group.comMid CapUS2668881061266888106NaNNaNNaN
EGKLFElringKlinger AGElringKlinger AG develops, manufactures, and d...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNDettingen an der Erms72581http://www.elringklinger.comSmall CapUS2901591022290159102NaNNaNNaN
ELLRYElringKlinger AGElringKlinger AG develops, manufactures, and d...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNDettingen an der Erms72581http://www.elringklinger.comSmall CapUS2901591022290159102NaNNaNNaN
EVKIFEvonik Industries AGEvonik Industries AG engages in the specialty ...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNEssen45128http://corporate.evonik.com/en/Large CapUS3005031097300503109NaNNaNNaN
EVKIYEvonik Industries AGEvonik Industries AG engages in the specialty ...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNEssen45128http://corporate.evonik.com/en/Large CapUS3005031097300503109NaNNaNNaN
FUPBYFuchs Petrolub SEFuchs Petrolub SE develops, produces, and sell...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNMannheim68169http://www.fuchs.com/groupMid CapDE000A3E5D64NaNNaNNaNNaN
FUPEFFuchs Petrolub SEFuchs Petrolub SE develops, produces, and sell...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNMannheim68169http://www.fuchs.com/groupMid CapDE000A3E5D64NaNNaNNaNNaN
FUPPFFuchs Petrolub SEFuchs Petrolub SE develops, produces, and sell...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNMannheim68169http://www.fuchs.com/groupMid CapDE000A3E5D64NaNNaNNaNNaN
HELKFHenkel AG & Co. KGaAHenkel AG & Co. KGaA, together with its subsid...USDConsumer StaplesHousehold & Personal ProductsHousehold ProductsPNKOTC Bulletin BoardGermanyNaNDusseldorf40589http://www.henkel.comLarge CapUS42550U208742550U208NaNNaNNaN
HENKYHenkel AG & Co. KGaAHenkel AG & Co. KGaA, together with its subsid...USDConsumer StaplesHousehold & Personal ProductsHousehold ProductsPNKOTC Bulletin BoardGermanyNaNDusseldorf40589http://www.henkel.comLarge CapUS42550U208742550U208NaNNaNNaN
HENOFHenkel AG & Co. KGaAHenkel AG & Co. KGaA, together with its subsid...USDConsumer StaplesHousehold & Personal ProductsHousehold ProductsPNKOTC Bulletin BoardGermanyNaNDusseldorf40589http://www.henkel.comLarge CapUS42550U208742550U208NaNNaNNaN
HENOYHenkel AG & Co. KGaAHenkel AG & Co. KGaA, together with its subsid...USDConsumer StaplesHousehold & Personal ProductsHousehold ProductsPNKOTC Bulletin BoardGermanyNaNDusseldorf40589http://www.henkel.comLarge CapUS42550U208742550U208NaNNaNNaN
HLKHFHELLA GmbH & Co. KGaAHELLA GmbH & Co. KGaA, together with its subsi...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNLippstadt59552http://www.hella.comMid CapNaNNaNNaNNaNNaN
HLLGYHELLA GmbH & Co. KGaAHELLA GmbH & Co. KGaA, together with its subsi...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNLippstadt59552http://www.hella.comMid CapNaNNaNNaNNaNNaN
IFNNFInfineon Technologies AGInfineon Technologies AG designs, develops, ma...USDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentPNKOTC Bulletin BoardGermanyNaNMunich85579http://www.infineon.comLarge CapUS45662N103745662N103NaNNaNNaN
IFNNYInfineon Technologies AGInfineon Technologies AG designs, develops, ma...USDInformation TechnologySemiconductors & Semiconductor EquipmentSemiconductors & Semiconductor EquipmentPNKOTC Bulletin BoardGermanyNaNMunich85579http://www.infineon.comLarge CapUS45662N103745662N103NaNNaNNaN
KUKAFKUKA AktiengesellschaftKUKA Aktiengesellschaft, an automation company...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNAugsburg86165http://www.kuka.comMid CapNaNNaNNaNNaNNaN
KUKAYKUKA AktiengesellschaftKUKA Aktiengesellschaft, an automation company...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNAugsburg86165http://www.kuka.comMid CapNaNNaNNaNNaNNaN
LNNNYLEONI AGLEONI AG, together with its subsidiaries, prov...USDIndustrialsCapital GoodsElectrical EquipmentPNKOTC Bulletin BoardGermanyNaNNuremberg90402http://www.leoni.comSmall CapNaNNaNNaNNaNNaN
LNXSFLANXESS AktiengesellschaftLANXESS Aktiengesellschaft, a specialty chemic...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNCologne50569http://lanxess.comMid CapUS5165571051516557105NaNNaNNaN
LNXSYLANXESS AktiengesellschaftLANXESS Aktiengesellschaft, a specialty chemic...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNCologne50569http://lanxess.comMid CapUS5165571051516557105NaNNaNNaN
LPKFFLPKF Laser & Electronics AGLPKF Laser & Electronics AG, together with its...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNGarbsen30827http://www.lpkf.comSmall CapDE0006450000NaNNaNNaNNaN
MKGAFMERCK Kommanditgesellschaft auf AktienMERCK Kommanditgesellschaft auf Aktien operate...USDHealth CarePharmaceuticals, Biotechnology & Life SciencesPharmaceuticalsPNKOTC Bulletin BoardGermanyNaNDarmstadt64293http://www.merckgroup.comLarge CapUS5893392093589339209NaNNaNNaN
MKKGYMERCK Kommanditgesellschaft auf AktienMERCK Kommanditgesellschaft auf Aktien operate...USDHealth CarePharmaceuticals, Biotechnology & Life SciencesPharmaceuticalsPNKOTC Bulletin BoardGermanyNaNDarmstadt64293http://www.merckgroup.comLarge CapUS5893392093589339209NaNNaNNaN
NGRRFNagarro SENagarro SE, a digital engineering company, pro...USDInformation TechnologySoftware & ServicesIT ServicesPNKOTC Bulletin BoardGermanyNaNMunich81677http://www.nagarro.comSmall CapDE000A3H2200NaNNaNNaNNaN
OSAGFOSRAM Licht AGOSRAM Licht AG provides various lighting produ...USDIndustrialsCapital GoodsElectrical EquipmentPNKOTC Bulletin BoardGermanyNaNMunich80807http://www.osram-group.comMid CapNaNNaNNaNNaNNaN
OSAGYOSRAM Licht AGOSRAM Licht AG provides various lighting produ...USDIndustrialsCapital GoodsElectrical EquipmentPNKOTC Bulletin BoardGermanyNaNMunich80807http://www.osram-group.comMid CapNaNNaNNaNNaNNaN
PSSWFPSI Software AGPSI Software AG develops and sells software sy...USDInformation TechnologySoftware & ServicesSoftwarePNKOTC Bulletin BoardGermanyNaNBerlin10178http://www.psi.deSmall CapDE000A0Z1JH9NaNNaNNaNNaN
SCFLFSchaeffler AGSchaeffler AG, together with its subsidiaries,...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNHerzogenaurach91074http://www.schaeffler.comMid CapNaNNaNNaNNaNNaN
SFFLYSchaeffler AGSchaeffler AG, together with its subsidiaries,...USDConsumer DiscretionaryAutomobiles & ComponentsAuto ComponentsPNKOTC Bulletin BoardGermanyNaNHerzogenaurach91074http://www.schaeffler.comMid CapNaNNaNNaNNaNNaN
SGLFFSGL Carbon SESGL Carbon SE engages in the manufacture and s...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNWiesbaden65201http://www.sglcarbon.comSmall CapNaNNaNNaNNaNNaN
SLGRFSLM Solutions Group AGSLM Solutions Group AG provides metal-based ad...USDIndustrialsCapital GoodsMachineryPNKOTC Bulletin BoardGermanyNaNLubeck23560http://www.slm-solutions.comSmall CapDE000A111338NaNNaNNaNNaN
SZGPYSalzgitter AGSalzgitter AG, together with its subsidiaries,...USDMaterialsMaterialsMetals & MiningPNKOTC Bulletin BoardGermanyNaNSalzgitter38239http://www.salzgitter-ag.comSmall CapUS7958422021795842202NaNNaNNaN
TKAMYthyssenkrupp AGthyssenkrupp AG operates in the areas of autom...USDIndustrialsCapital GoodsBuilding ProductsPNKOTC Bulletin BoardGermanyNaNEssen45143http://www.thyssenkrupp.comMid CapNaNNaNNaNNaNNaN
TYEKFthyssenkrupp AGthyssenkrupp AG operates in the areas of autom...USDIndustrialsCapital GoodsBuilding ProductsPNKOTC Bulletin BoardGermanyNaNEssen45143http://www.thyssenkrupp.comMid CapNaNNaNNaNNaNNaN
VIAOVIA optronics AGVIA optronics AG, through its subsidiary, VIA ...USDInformation TechnologyTechnology Hardware & EquipmentElectronic Equipment, Instruments & ComponentsNYQNew York Stock ExchangeGermanyNaNNuremberg90411http://www.via-optronics.comNano CapUS91823Y109191823Y109BBG00X5F6PX0BBG00X5F6PS6BBG00X5F6QP7
VJETvoxeljet AGvoxeljet AG provides three-dimensional (3D) pr...USDInformation TechnologyTechnology Hardware & EquipmentTechnology Hardware, Storage & PeripheralsNCMNASDAQ Capital MarketGermanyNaNFriedberg86316http://www.voxeljet.comNano CapNaNNaNNaNNaNNaN
WKCMFWacker Chemie AGWacker Chemie AG provides chemical products wo...USDMaterialsMaterialsChemicalsPNKOTC Bulletin BoardGermanyNaNMunich81737http://www.wacker.comMid CapDE000WCH8881NaNNaNNaNNaN
\n", "
" ], "text/plain": [ " name \\\n", "symbol \n", "AFRMF Alphaform AG \n", "AUUMF Aumann AG \n", "BAMXF Bayerische Motoren Werke Aktiengesellschaft \n", "BASFY BASF SE \n", "BDRFF Beiersdorf Aktiengesellschaft \n", "BDRFY Beiersdorf Aktiengesellschaft \n", "BFFAF BASF SE \n", "BMWYY Bayerische Motoren Werke Aktiengesellschaft \n", "BYMOF Bayerische Motoren Werke Aktiengesellschaft \n", "COVTY Covestro AG \n", "CTTAF Continental Aktiengesellschaft \n", "CTTAY Continental Aktiengesellschaft \n", "CVVTF Covestro AG \n", "DDAIF Daimler AG \n", "DMLRY Daimler AG \n", "DUERF Durr Aktiengesellschaft \n", "DURYY Durr Aktiengesellschaft \n", "EGKLF ElringKlinger AG \n", "ELLRY ElringKlinger AG \n", "EVKIF Evonik Industries AG \n", "EVKIY Evonik Industries AG \n", "FUPBY Fuchs Petrolub SE \n", "FUPEF Fuchs Petrolub SE \n", "FUPPF Fuchs Petrolub SE \n", "HELKF Henkel AG & Co. KGaA \n", "HENKY Henkel AG & Co. KGaA \n", "HENOF Henkel AG & Co. KGaA \n", "HENOY Henkel AG & Co. KGaA \n", "HLKHF HELLA GmbH & Co. KGaA \n", "HLLGY HELLA GmbH & Co. KGaA \n", "IFNNF Infineon Technologies AG \n", "IFNNY Infineon Technologies AG \n", "KUKAF KUKA Aktiengesellschaft \n", "KUKAY KUKA Aktiengesellschaft \n", "LNNNY LEONI AG \n", "LNXSF LANXESS Aktiengesellschaft \n", "LNXSY LANXESS Aktiengesellschaft \n", "LPKFF LPKF Laser & Electronics AG \n", "MKGAF MERCK Kommanditgesellschaft auf Aktien \n", "MKKGY MERCK Kommanditgesellschaft auf Aktien \n", "NGRRF Nagarro SE \n", "OSAGF OSRAM Licht AG \n", "OSAGY OSRAM Licht AG \n", "PSSWF PSI Software AG \n", "SCFLF Schaeffler AG \n", "SFFLY Schaeffler AG \n", "SGLFF SGL Carbon SE \n", "SLGRF SLM Solutions Group AG \n", "SZGPY Salzgitter AG \n", "TKAMY thyssenkrupp AG \n", "TYEKF thyssenkrupp AG \n", "VIAO VIA optronics AG \n", "VJET voxeljet AG \n", "WKCMF Wacker Chemie AG \n", "\n", " summary currency \\\n", "symbol \n", "AFRMF Alphaform AG, together with its subsidiaries, ... USD \n", "AUUMF Aumann AG manufactures and sells specialized m... USD \n", "BAMXF Bayerische Motoren Werke AG, together with its... USD \n", "BASFY BASF SE operates as a chemical company worldwi... USD \n", "BDRFF Beiersdorf Aktiengesellschaft engages in the m... USD \n", "BDRFY Beiersdorf Aktiengesellschaft engages in the m... USD \n", "BFFAF BASF SE operates as a chemical company worldwi... USD \n", "BMWYY Bayerische Motoren Werke AG, together with its... USD \n", "BYMOF Bayerische Motoren Werke AG, together with its... USD \n", "COVTY Covestro AG develops, produces, and markets po... USD \n", "CTTAF Continental Aktiengesellschaft develops produc... USD \n", "CTTAY Continental Aktiengesellschaft develops produc... USD \n", "CVVTF Covestro AG develops, produces, and markets po... USD \n", "DDAIF Daimler AG, together its subsidiaries, develop... USD \n", "DMLRY Daimler AG, together its subsidiaries, develop... USD \n", "DUERF Dürr Aktiengesellschaft, together with its ... USD \n", "DURYY Dürr Aktiengesellschaft, together with its ... USD \n", "EGKLF ElringKlinger AG develops, manufactures, and d... USD \n", "ELLRY ElringKlinger AG develops, manufactures, and d... USD \n", "EVKIF Evonik Industries AG engages in the specialty ... USD \n", "EVKIY Evonik Industries AG engages in the specialty ... USD \n", "FUPBY Fuchs Petrolub SE develops, produces, and sell... USD \n", "FUPEF Fuchs Petrolub SE develops, produces, and sell... USD \n", "FUPPF Fuchs Petrolub SE develops, produces, and sell... USD \n", "HELKF Henkel AG & Co. KGaA, together with its subsid... USD \n", "HENKY Henkel AG & Co. KGaA, together with its subsid... USD \n", "HENOF Henkel AG & Co. KGaA, together with its subsid... USD \n", "HENOY Henkel AG & Co. KGaA, together with its subsid... USD \n", "HLKHF HELLA GmbH & Co. KGaA, together with its subsi... USD \n", "HLLGY HELLA GmbH & Co. KGaA, together with its subsi... USD \n", "IFNNF Infineon Technologies AG designs, develops, ma... USD \n", "IFNNY Infineon Technologies AG designs, develops, ma... USD \n", "KUKAF KUKA Aktiengesellschaft, an automation company... USD \n", "KUKAY KUKA Aktiengesellschaft, an automation company... USD \n", "LNNNY LEONI AG, together with its subsidiaries, prov... USD \n", "LNXSF LANXESS Aktiengesellschaft, a specialty chemic... USD \n", "LNXSY LANXESS Aktiengesellschaft, a specialty chemic... USD \n", "LPKFF LPKF Laser & Electronics AG, together with its... USD \n", "MKGAF MERCK Kommanditgesellschaft auf Aktien operate... USD \n", "MKKGY MERCK Kommanditgesellschaft auf Aktien operate... USD \n", "NGRRF Nagarro SE, a digital engineering company, pro... USD \n", "OSAGF OSRAM Licht AG provides various lighting produ... USD \n", "OSAGY OSRAM Licht AG provides various lighting produ... USD \n", "PSSWF PSI Software AG develops and sells software sy... USD \n", "SCFLF Schaeffler AG, together with its subsidiaries,... USD \n", "SFFLY Schaeffler AG, together with its subsidiaries,... USD \n", "SGLFF SGL Carbon SE engages in the manufacture and s... USD \n", "SLGRF SLM Solutions Group AG provides metal-based ad... USD \n", "SZGPY Salzgitter AG, together with its subsidiaries,... USD \n", "TKAMY thyssenkrupp AG operates in the areas of autom... USD \n", "TYEKF thyssenkrupp AG operates in the areas of autom... USD \n", "VIAO VIA optronics AG, through its subsidiary, VIA ... USD \n", "VJET voxeljet AG provides three-dimensional (3D) pr... USD \n", "WKCMF Wacker Chemie AG provides chemical products wo... USD \n", "\n", " sector \\\n", "symbol \n", "AFRMF Industrials \n", "AUUMF Industrials \n", "BAMXF Consumer Discretionary \n", "BASFY Materials \n", "BDRFF Consumer Staples \n", "BDRFY Consumer Staples \n", "BFFAF Materials \n", "BMWYY Consumer Discretionary \n", "BYMOF Consumer Discretionary \n", "COVTY Materials \n", "CTTAF Consumer Discretionary \n", "CTTAY Consumer Discretionary \n", "CVVTF Materials \n", "DDAIF Consumer Discretionary \n", "DMLRY Consumer Discretionary \n", "DUERF Industrials \n", "DURYY Industrials \n", "EGKLF Consumer Discretionary \n", "ELLRY Consumer Discretionary \n", "EVKIF Materials \n", "EVKIY Materials \n", "FUPBY Materials \n", "FUPEF Materials \n", "FUPPF Materials \n", "HELKF Consumer Staples \n", "HENKY Consumer Staples \n", "HENOF Consumer Staples \n", "HENOY Consumer Staples \n", "HLKHF Consumer Discretionary \n", "HLLGY Consumer Discretionary \n", "IFNNF Information Technology \n", "IFNNY Information Technology \n", "KUKAF Industrials \n", "KUKAY Industrials \n", "LNNNY Industrials \n", "LNXSF Materials \n", "LNXSY Materials \n", "LPKFF Industrials \n", "MKGAF Health Care \n", "MKKGY Health Care \n", "NGRRF Information Technology \n", "OSAGF Industrials \n", "OSAGY Industrials \n", "PSSWF Information Technology \n", "SCFLF Consumer Discretionary \n", "SFFLY Consumer Discretionary \n", "SGLFF Materials \n", "SLGRF Industrials \n", "SZGPY Materials \n", "TKAMY Industrials \n", "TYEKF Industrials \n", "VIAO Information Technology \n", "VJET Information Technology \n", "WKCMF Materials \n", "\n", " industry_group \\\n", "symbol \n", "AFRMF Capital Goods \n", "AUUMF Capital Goods \n", "BAMXF Automobiles & Components \n", "BASFY Materials \n", "BDRFF Household & Personal Products \n", "BDRFY Household & Personal Products \n", "BFFAF Materials \n", "BMWYY Automobiles & Components \n", "BYMOF Automobiles & Components \n", "COVTY Materials \n", "CTTAF Automobiles & Components \n", "CTTAY Automobiles & Components \n", "CVVTF Materials \n", "DDAIF Automobiles & Components \n", "DMLRY Automobiles & Components \n", "DUERF Capital Goods \n", "DURYY Capital Goods \n", "EGKLF Automobiles & Components \n", "ELLRY Automobiles & Components \n", "EVKIF Materials \n", "EVKIY Materials \n", "FUPBY Materials \n", "FUPEF Materials \n", "FUPPF Materials \n", "HELKF Household & Personal Products \n", "HENKY Household & Personal Products \n", "HENOF Household & Personal Products \n", "HENOY Household & Personal Products \n", "HLKHF Automobiles & Components \n", "HLLGY Automobiles & Components \n", "IFNNF Semiconductors & Semiconductor Equipment \n", "IFNNY Semiconductors & Semiconductor Equipment \n", "KUKAF Capital Goods \n", "KUKAY Capital Goods \n", "LNNNY Capital Goods \n", "LNXSF Materials \n", "LNXSY Materials \n", "LPKFF Capital Goods \n", "MKGAF Pharmaceuticals, Biotechnology & Life Sciences \n", "MKKGY Pharmaceuticals, Biotechnology & Life Sciences \n", "NGRRF Software & Services \n", "OSAGF Capital Goods \n", "OSAGY Capital Goods \n", "PSSWF Software & Services \n", "SCFLF Automobiles & Components \n", "SFFLY Automobiles & Components \n", "SGLFF Materials \n", "SLGRF Capital Goods \n", "SZGPY Materials \n", "TKAMY Capital Goods \n", "TYEKF Capital Goods \n", "VIAO Technology Hardware & Equipment \n", "VJET Technology Hardware & Equipment \n", "WKCMF Materials \n", "\n", " industry exchange \\\n", "symbol \n", "AFRMF Machinery PNK \n", "AUUMF Machinery PNK \n", "BAMXF Automobiles PNK \n", "BASFY Chemicals PNK \n", "BDRFF Household Products PNK \n", "BDRFY Household Products PNK \n", "BFFAF Chemicals PNK \n", "BMWYY Automobiles PNK \n", "BYMOF Automobiles PNK \n", "COVTY Chemicals PNK \n", "CTTAF Auto Components PNK \n", "CTTAY Auto Components PNK \n", "CVVTF Chemicals PNK \n", "DDAIF Automobiles PNK \n", "DMLRY Automobiles PNK \n", "DUERF Machinery PNK \n", "DURYY Machinery PNK \n", "EGKLF Auto Components PNK \n", "ELLRY Auto Components PNK \n", "EVKIF Chemicals PNK \n", "EVKIY Chemicals PNK \n", "FUPBY Chemicals PNK \n", "FUPEF Chemicals PNK \n", "FUPPF Chemicals PNK \n", "HELKF Household Products PNK \n", "HENKY Household Products PNK \n", "HENOF Household Products PNK \n", "HENOY Household Products PNK \n", "HLKHF Auto Components PNK \n", "HLLGY Auto Components PNK \n", "IFNNF Semiconductors & Semiconductor Equipment PNK \n", "IFNNY Semiconductors & Semiconductor Equipment PNK \n", "KUKAF Machinery PNK \n", "KUKAY Machinery PNK \n", "LNNNY Electrical Equipment PNK \n", "LNXSF Chemicals PNK \n", "LNXSY Chemicals PNK \n", "LPKFF Machinery PNK \n", "MKGAF Pharmaceuticals PNK \n", "MKKGY Pharmaceuticals PNK \n", "NGRRF IT Services PNK \n", "OSAGF Electrical Equipment PNK \n", "OSAGY Electrical Equipment PNK \n", "PSSWF Software PNK \n", "SCFLF Auto Components PNK \n", "SFFLY Auto Components PNK \n", "SGLFF Chemicals PNK \n", "SLGRF Machinery PNK \n", "SZGPY Metals & Mining PNK \n", "TKAMY Building Products PNK \n", "TYEKF Building Products PNK \n", "VIAO Electronic Equipment, Instruments & Components NYQ \n", "VJET Technology Hardware, Storage & Peripherals NCM \n", "WKCMF Chemicals PNK \n", "\n", " market country state city zipcode \\\n", "symbol \n", "AFRMF OTC Bulletin Board Germany NaN Feldkirchen 85622 \n", "AUUMF OTC Bulletin Board Germany NaN Beelen 48361 \n", "BAMXF OTC Bulletin Board Germany NaN Munich 80788 \n", "BASFY OTC Bulletin Board Germany NaN Ludwigshafen am Rhein 67056 \n", "BDRFF OTC Bulletin Board Germany NaN Hamburg 20245 \n", "BDRFY OTC Bulletin Board Germany NaN Hamburg 20245 \n", "BFFAF OTC Bulletin Board Germany NaN Ludwigshafen am Rhein 67056 \n", "BMWYY OTC Bulletin Board Germany NaN Munich 80788 \n", "BYMOF OTC Bulletin Board Germany NaN Munich 80788 \n", "COVTY OTC Bulletin Board Germany NaN Leverkusen 51373 \n", "CTTAF OTC Bulletin Board Germany NaN Hanover 30165 \n", "CTTAY OTC Bulletin Board Germany NaN Hanover 30165 \n", "CVVTF OTC Bulletin Board Germany NaN Leverkusen 51373 \n", "DDAIF OTC Bulletin Board Germany NaN Stuttgart 70372 \n", "DMLRY OTC Bulletin Board Germany NaN Stuttgart 70372 \n", "DUERF OTC Bulletin Board Germany NaN Bietigheim-Bissingen 74321 \n", "DURYY OTC Bulletin Board Germany NaN Bietigheim-Bissingen 74321 \n", "EGKLF OTC Bulletin Board Germany NaN Dettingen an der Erms 72581 \n", "ELLRY OTC Bulletin Board Germany NaN Dettingen an der Erms 72581 \n", "EVKIF OTC Bulletin Board Germany NaN Essen 45128 \n", "EVKIY OTC Bulletin Board Germany NaN Essen 45128 \n", "FUPBY OTC Bulletin Board Germany NaN Mannheim 68169 \n", "FUPEF OTC Bulletin Board Germany NaN Mannheim 68169 \n", "FUPPF OTC Bulletin Board Germany NaN Mannheim 68169 \n", "HELKF OTC Bulletin Board Germany NaN Dusseldorf 40589 \n", "HENKY OTC Bulletin Board Germany NaN Dusseldorf 40589 \n", "HENOF OTC Bulletin Board Germany NaN Dusseldorf 40589 \n", "HENOY OTC Bulletin Board Germany NaN Dusseldorf 40589 \n", "HLKHF OTC Bulletin Board Germany NaN Lippstadt 59552 \n", "HLLGY OTC Bulletin Board Germany NaN Lippstadt 59552 \n", "IFNNF OTC Bulletin Board Germany NaN Munich 85579 \n", "IFNNY OTC Bulletin Board Germany NaN Munich 85579 \n", "KUKAF OTC Bulletin Board Germany NaN Augsburg 86165 \n", "KUKAY OTC Bulletin Board Germany NaN Augsburg 86165 \n", "LNNNY OTC Bulletin Board Germany NaN Nuremberg 90402 \n", "LNXSF OTC Bulletin Board Germany NaN Cologne 50569 \n", "LNXSY OTC Bulletin Board Germany NaN Cologne 50569 \n", "LPKFF OTC Bulletin Board Germany NaN Garbsen 30827 \n", "MKGAF OTC Bulletin Board Germany NaN Darmstadt 64293 \n", "MKKGY OTC Bulletin Board Germany NaN Darmstadt 64293 \n", "NGRRF OTC Bulletin Board Germany NaN Munich 81677 \n", "OSAGF OTC Bulletin Board Germany NaN Munich 80807 \n", "OSAGY OTC Bulletin Board Germany NaN Munich 80807 \n", "PSSWF OTC Bulletin Board Germany NaN Berlin 10178 \n", "SCFLF OTC Bulletin Board Germany NaN Herzogenaurach 91074 \n", "SFFLY OTC Bulletin Board Germany NaN Herzogenaurach 91074 \n", "SGLFF OTC Bulletin Board Germany NaN Wiesbaden 65201 \n", "SLGRF OTC Bulletin Board Germany NaN Lubeck 23560 \n", "SZGPY OTC Bulletin Board Germany NaN Salzgitter 38239 \n", "TKAMY OTC Bulletin Board Germany NaN Essen 45143 \n", "TYEKF OTC Bulletin Board Germany NaN Essen 45143 \n", "VIAO New York Stock Exchange Germany NaN Nuremberg 90411 \n", "VJET NASDAQ Capital Market Germany NaN Friedberg 86316 \n", "WKCMF OTC Bulletin Board Germany NaN Munich 81737 \n", "\n", " website market_cap isin cusip \\\n", "symbol \n", "AFRMF NaN Nano Cap NaN NaN \n", "AUUMF http://www.aumann.com Micro Cap DE000A2DAM03 NaN \n", "BAMXF http://www.bmwgroup.com Large Cap DE0005190037 NaN \n", "BASFY http://www.basf.com Large Cap NaN NaN \n", "BDRFF http://www.beiersdorf.com Large Cap US07724U1034 07724U103 \n", "BDRFY http://www.beiersdorf.com Large Cap US07724U1034 07724U103 \n", "BFFAF http://www.basf.com Large Cap NaN NaN \n", "BMWYY http://www.bmwgroup.com Large Cap DE0005190037 NaN \n", "BYMOF http://www.bmwgroup.com Large Cap DE0005190037 NaN \n", "COVTY http://www.covestro.com Large Cap DE0006062144 NaN \n", "CTTAF http://www.continental.com Large Cap US2107712000 210771200 \n", "CTTAY http://www.continental.com Large Cap US2107712000 210771200 \n", "CVVTF http://www.covestro.com Large Cap DE0006062144 NaN \n", "DDAIF http://www.daimler.com Large Cap NaN NaN \n", "DMLRY http://www.daimler.com Large Cap NaN NaN \n", "DUERF http://www.durr-group.com Mid Cap US2668881061 266888106 \n", "DURYY http://www.durr-group.com Mid Cap US2668881061 266888106 \n", "EGKLF http://www.elringklinger.com Small Cap US2901591022 290159102 \n", "ELLRY http://www.elringklinger.com Small Cap US2901591022 290159102 \n", "EVKIF http://corporate.evonik.com/en/ Large Cap US3005031097 300503109 \n", "EVKIY http://corporate.evonik.com/en/ Large Cap US3005031097 300503109 \n", "FUPBY http://www.fuchs.com/group Mid Cap DE000A3E5D64 NaN \n", "FUPEF http://www.fuchs.com/group Mid Cap DE000A3E5D64 NaN \n", "FUPPF http://www.fuchs.com/group Mid Cap DE000A3E5D64 NaN \n", "HELKF http://www.henkel.com Large Cap US42550U2087 42550U208 \n", "HENKY http://www.henkel.com Large Cap US42550U2087 42550U208 \n", "HENOF http://www.henkel.com Large Cap US42550U2087 42550U208 \n", "HENOY http://www.henkel.com Large Cap US42550U2087 42550U208 \n", "HLKHF http://www.hella.com Mid Cap NaN NaN \n", "HLLGY http://www.hella.com Mid Cap NaN NaN \n", "IFNNF http://www.infineon.com Large Cap US45662N1037 45662N103 \n", "IFNNY http://www.infineon.com Large Cap US45662N1037 45662N103 \n", "KUKAF http://www.kuka.com Mid Cap NaN NaN \n", "KUKAY http://www.kuka.com Mid Cap NaN NaN \n", "LNNNY http://www.leoni.com Small Cap NaN NaN \n", "LNXSF http://lanxess.com Mid Cap US5165571051 516557105 \n", "LNXSY http://lanxess.com Mid Cap US5165571051 516557105 \n", "LPKFF http://www.lpkf.com Small Cap DE0006450000 NaN \n", "MKGAF http://www.merckgroup.com Large Cap US5893392093 589339209 \n", "MKKGY http://www.merckgroup.com Large Cap US5893392093 589339209 \n", "NGRRF http://www.nagarro.com Small Cap DE000A3H2200 NaN \n", "OSAGF http://www.osram-group.com Mid Cap NaN NaN \n", "OSAGY http://www.osram-group.com Mid Cap NaN NaN \n", "PSSWF http://www.psi.de Small Cap DE000A0Z1JH9 NaN \n", "SCFLF http://www.schaeffler.com Mid Cap NaN NaN \n", "SFFLY http://www.schaeffler.com Mid Cap NaN NaN \n", "SGLFF http://www.sglcarbon.com Small Cap NaN NaN \n", "SLGRF http://www.slm-solutions.com Small Cap DE000A111338 NaN \n", "SZGPY http://www.salzgitter-ag.com Small Cap US7958422021 795842202 \n", "TKAMY http://www.thyssenkrupp.com Mid Cap NaN NaN \n", "TYEKF http://www.thyssenkrupp.com Mid Cap NaN NaN \n", "VIAO http://www.via-optronics.com Nano Cap US91823Y1091 91823Y109 \n", "VJET http://www.voxeljet.com Nano Cap NaN NaN \n", "WKCMF http://www.wacker.com Mid Cap DE000WCH8881 NaN \n", "\n", " figi composite_figi shareclass_figi \n", "symbol \n", "AFRMF NaN NaN NaN \n", "AUUMF NaN NaN NaN \n", "BAMXF NaN NaN NaN \n", "BASFY NaN NaN NaN \n", "BDRFF NaN NaN NaN \n", "BDRFY NaN NaN NaN \n", "BFFAF NaN NaN NaN \n", "BMWYY NaN NaN NaN \n", "BYMOF NaN NaN NaN \n", "COVTY NaN NaN NaN \n", "CTTAF NaN NaN NaN \n", "CTTAY NaN NaN NaN \n", "CVVTF NaN NaN NaN \n", "DDAIF NaN NaN NaN \n", "DMLRY NaN NaN NaN \n", "DUERF NaN NaN NaN \n", "DURYY NaN NaN NaN \n", "EGKLF NaN NaN NaN \n", "ELLRY NaN NaN NaN \n", "EVKIF NaN NaN NaN \n", "EVKIY NaN NaN NaN \n", "FUPBY NaN NaN NaN \n", "FUPEF NaN NaN NaN \n", "FUPPF NaN NaN NaN \n", "HELKF NaN NaN NaN \n", "HENKY NaN NaN NaN \n", "HENOF NaN NaN NaN \n", "HENOY NaN NaN NaN \n", "HLKHF NaN NaN NaN \n", "HLLGY NaN NaN NaN \n", "IFNNF NaN NaN NaN \n", "IFNNY NaN NaN NaN \n", "KUKAF NaN NaN NaN \n", "KUKAY NaN NaN NaN \n", "LNNNY NaN NaN NaN \n", "LNXSF NaN NaN NaN \n", "LNXSY NaN NaN NaN \n", "LPKFF NaN NaN NaN \n", "MKGAF NaN NaN NaN \n", "MKKGY NaN NaN NaN \n", "NGRRF NaN NaN NaN \n", "OSAGF NaN NaN NaN \n", "OSAGY NaN NaN NaN \n", "PSSWF NaN NaN NaN \n", "SCFLF NaN NaN NaN \n", "SFFLY NaN NaN NaN \n", "SGLFF NaN NaN NaN \n", "SLGRF NaN NaN NaN \n", "SZGPY NaN NaN NaN \n", "TKAMY NaN NaN NaN \n", "TYEKF NaN NaN NaN \n", "VIAO BBG00X5F6PX0 BBG00X5F6PS6 BBG00X5F6QP7 \n", "VJET NaN NaN NaN \n", "WKCMF NaN NaN NaN " ] }, "execution_count": 36, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Collect all Equities\n", "equities = fd.Equities()\n", "\n", "# Search Multiple Columns\n", "equities.search(summary='automotive', currency='USD', country='Germany')" ] }, { "cell_type": "code", "execution_count": 37, "id": "922b0763", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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APJXXU.S. Treasury FundCavanal Hill FundsUSDus_marketNAS
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APNXXU.S. Treasury FundCavanal Hill FundsUSDus_marketNAS
FDCXXTreasury FundFidelity Newbury Street TrustUSDus_marketNAS
FDUXXTreasury FundFidelity Newbury Street TrustUSDus_marketNAS
FSRXXTreasury FundFidelity Newbury Street TrustUSDus_marketNAS
FZFXXTreasury FundFidelity Newbury Street TrustUSDus_marketNAS
TRIXXTreasury FundState Street Institutional Investment TrustUSDus_marketNAS
TRVXXTreasury FundState Street Institutional Investment TrustUSDus_marketNAS
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" ], "text/plain": [ " name category \\\n", "symbol \n", "APGXX U.S. Treasury Fund Cavanal Hill Funds \n", "APJXX U.S. Treasury Fund Cavanal Hill Funds \n", "APKXX U.S. Treasury Fund Cavanal Hill Funds \n", "APNXX U.S. Treasury Fund Cavanal Hill Funds \n", "FDCXX Treasury Fund Fidelity Newbury Street Trust \n", "FDUXX Treasury Fund Fidelity Newbury Street Trust \n", "FSRXX Treasury Fund Fidelity Newbury Street Trust \n", "FZFXX Treasury Fund Fidelity Newbury Street Trust \n", "TRIXX Treasury Fund State Street Institutional Investment Trust \n", "TRVXX Treasury Fund State Street Institutional Investment Trust \n", "\n", " currency market exchange \n", "symbol \n", "APGXX USD us_market NAS \n", "APJXX USD us_market NAS \n", "APKXX USD us_market NAS \n", "APNXX USD us_market NAS \n", "FDCXX USD us_market NAS \n", "FDUXX USD us_market NAS \n", "FSRXX USD us_market NAS \n", "FZFXX USD us_market NAS \n", "TRIXX USD us_market NAS \n", "TRVXX USD us_market NAS " ] }, "execution_count": 37, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Collect all Moneymarkets\n", "moneymarkets = fd.Moneymarkets()\n", "\n", "# Search Multiple Columns\n", "moneymarkets.search(name=\"treasury fund\", market=\"us_market\")" ] }, { "cell_type": "code", "execution_count": 38, "id": "b32a8fbb", "metadata": {}, "outputs": [ { "data": { "text/html": [ "
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namecurrencysummarymanager_namemanager_biocategory_groupcategoryfamilyexchangemarket
symbol
ACASXAccess Capital Community Investment Fund Class AUSDThe investment seeks to invest in geographical...Brian SvendahlBrian Svendahl oversees our fixed income resea...Fixed IncomeBondsRBC Global Asset ManagementNASus_market
ACATXAccess Capital Community Investment Fund Class ISUSDThe investment seeks to invest in geographical...Brian SvendahlBrian Svendahl oversees our fixed income resea...Fixed IncomeBondsRBC Global Asset ManagementNASus_market
ACCSXAccess Capital Community Investment Fund Insti...USDThe investment seeks to invest in geographical...Brian SvendahlBrian Svendahl oversees our fixed income resea...Fixed IncomeBondsRBC Global Asset ManagementNASus_market
AHIFXAmerican Funds American High-Income Trust Clas...USDThe investment seeks to provide a high level o...David A. DaigleDavid A. Daigle is a fixed-income portfolio ma...Fixed IncomeBondsAmerican InvestmentsNASus_market
AHITXAmerican Funds American High-Income Trust Class AUSDThe investment seeks to provide a high level o...David A. DaigleDavid A. Daigle is a fixed-income portfolio ma...Fixed IncomeBondsAmerican InvestmentsNASus_market
.................................
VUSCXInvesco Quality Income Fund Class CUSDThe investment seeks a high level of current i...Clint P. DudleyClint Dudley is a Senior Portfolio Manager for...Fixed IncomeBondsInvesco Asset ManagementNASus_market
VUSIXInvesco Quality Income Fund Class YUSDThe investment seeks a high level of current i...Clint P. DudleyClint Dudley is a Senior Portfolio Manager for...Fixed IncomeBondsInvesco Asset ManagementNASus_market
VUSJXInvesco Quality Income Fund R5 ClassUSDThe investment seeks a high level of current i...Clint P. DudleyClint Dudley is a Senior Portfolio Manager for...Fixed IncomeBondsInvesco Asset ManagementNASus_market
VUSRXInvesco Quality Income Fund Class RUSDThe investment seeks a high level of current i...Clint P. DudleyClint Dudley is a Senior Portfolio Manager for...Fixed IncomeBondsInvesco Asset ManagementNASus_market
VUSSXInvesco Quality Income Fund Class R6USDThe investment seeks a high level of current i...Clint P. DudleyClint Dudley is a Senior Portfolio Manager for...Fixed IncomeBondsInvesco Asset ManagementNASus_market
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110 rows × 10 columns

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" ], "text/plain": [ " name currency \\\n", "symbol \n", "ACASX Access Capital Community Investment Fund Class A USD \n", "ACATX Access Capital Community Investment Fund Class IS USD \n", "ACCSX Access Capital Community Investment Fund Insti... USD \n", "AHIFX American Funds American High-Income Trust Clas... USD \n", "AHITX American Funds American High-Income Trust Class A USD \n", "... ... ... \n", "VUSCX Invesco Quality Income Fund Class C USD \n", "VUSIX Invesco Quality Income Fund Class Y USD \n", "VUSJX Invesco Quality Income Fund R5 Class USD \n", "VUSRX Invesco Quality Income Fund Class R USD \n", "VUSSX Invesco Quality Income Fund Class R6 USD \n", "\n", " summary manager_name \\\n", "symbol \n", "ACASX The investment seeks to invest in geographical... Brian Svendahl \n", "ACATX The investment seeks to invest in geographical... Brian Svendahl \n", "ACCSX The investment seeks to invest in geographical... Brian Svendahl \n", "AHIFX The investment seeks to provide a high level o... David A. Daigle \n", "AHITX The investment seeks to provide a high level o... David A. Daigle \n", "... ... ... \n", "VUSCX The investment seeks a high level of current i... Clint P. Dudley \n", "VUSIX The investment seeks a high level of current i... Clint P. Dudley \n", "VUSJX The investment seeks a high level of current i... Clint P. Dudley \n", "VUSRX The investment seeks a high level of current i... Clint P. Dudley \n", "VUSSX The investment seeks a high level of current i... Clint P. Dudley \n", "\n", " manager_bio category_group \\\n", "symbol \n", "ACASX Brian Svendahl oversees our fixed income resea... Fixed Income \n", "ACATX Brian Svendahl oversees our fixed income resea... Fixed Income \n", "ACCSX Brian Svendahl oversees our fixed income resea... Fixed Income \n", "AHIFX David A. Daigle is a fixed-income portfolio ma... Fixed Income \n", "AHITX David A. Daigle is a fixed-income portfolio ma... Fixed Income \n", "... ... ... \n", "VUSCX Clint Dudley is a Senior Portfolio Manager for... Fixed Income \n", "VUSIX Clint Dudley is a Senior Portfolio Manager for... Fixed Income \n", "VUSJX Clint Dudley is a Senior Portfolio Manager for... Fixed Income \n", "VUSRX Clint Dudley is a Senior Portfolio Manager for... Fixed Income \n", "VUSSX Clint Dudley is a Senior Portfolio Manager for... Fixed Income \n", "\n", " category family exchange market \n", "symbol \n", "ACASX Bonds RBC Global Asset Management NAS us_market \n", "ACATX Bonds RBC Global Asset Management NAS us_market \n", "ACCSX Bonds RBC Global Asset Management NAS us_market \n", "AHIFX Bonds American Investments NAS us_market \n", "AHITX Bonds American Investments NAS us_market \n", "... ... ... ... ... \n", "VUSCX Bonds Invesco Asset Management NAS us_market \n", "VUSIX Bonds Invesco Asset Management NAS us_market \n", "VUSJX Bonds Invesco Asset Management NAS us_market \n", "VUSRX Bonds Invesco Asset Management NAS us_market \n", "VUSSX Bonds Invesco Asset Management NAS us_market \n", "\n", "[110 rows x 10 columns]" ] }, "execution_count": 38, "metadata": {}, "output_type": "execute_result" } ], "source": [ "# Collect all Funds\n", "funds = fd.Funds()\n", "\n", "# Search Multiple Columns\n", "funds.search(category_group=\"Fixed Income\", category=\"Bonds\", summary=\"United States\")" ] } ], "metadata": { "kernelspec": { "display_name": "Python 3 (ipykernel)", "language": "python", "name": "python3" }, "language_info": { "codemirror_mode": { "name": "ipython", "version": 3 }, "file_extension": ".py", "mimetype": "text/x-python", "name": "python", "nbconvert_exporter": "python", "pygments_lexer": "ipython3", "version": "3.10.9" }, "vscode": { "interpreter": { "hash": "100174a9203096c0c10fb537684ff280825ee9e252451beb8786068677204f06" } } }, "nbformat": 4, "nbformat_minor": 5 }