Adapt Yahoo Finance API to get yearly and quarterly data

Author: paty-oliveira

src/infra/yahoo.py

@@ -1,4 +1,5 @@
 import logging
+from typing import Literal
 
 import pandas as pd
 import yfinance as yf
@@ -33,9 +34,17 @@ def get_stock_info(ticker: str) -> dict:
             logging.error(f"Error fetching stock info for {stock}: {e}")
 
     @staticmethod
-    def get_yearly_balance_sheet(ticker: str) -> pd.DataFrame:
+    def get_balance_sheet(
+        ticker: str, frequency: Literal["yearly", "quarterly"]
+    ) -> pd.DataFrame:
         stock = yf.Ticker(ticker)
 
+        balance_sheet = (
+            stock.balance_sheet
+            if frequency == "yearly"
+            else stock.quarterly_balance_sheet
+        )
+
         try:
             fields = [
                 "Current Assets",
@@ -50,26 +59,32 @@ def get_yearly_balance_sheet(ticker: str) -> pd.DataFrame:
                 "Stockholders Equity",
             ]
 
-            stock.balance_sheet.loc["Debt to Equity"] = (
-                stock.balance_sheet.loc["Total Liabilities Net Minority Interest"]
-                / stock.balance_sheet.loc["Stockholders Equity"]
+            balance_sheet.loc["Debt to Equity"] = (
+                balance_sheet.loc["Total Liabilities Net Minority Interest"]
+                / balance_sheet.loc["Stockholders Equity"]
             )
-            stock.balance_sheet.loc["Current Ratio"] = (
-                stock.balance_sheet.loc["Current Assets"]
-                / stock.balance_sheet.loc["Current Liabilities"]
+            balance_sheet.loc["Current Ratio"] = (
+                balance_sheet.loc["Current Assets"]
+                / balance_sheet.loc["Current Liabilities"]
             )
 
-            df_balance_sheet = stock.balance_sheet.transpose()
+            df_balance_sheet = balance_sheet.transpose()
             df_balance_sheet = df_balance_sheet.reindex(columns=fields, fill_value=0)
 
             return df_balance_sheet.sort_index().tail(4)
         except Exception as e:
             logging.error(f"Error fetching balance sheet for {stock}: {e}")
 
     @staticmethod
-    def get_yearly_income_statement(ticker: str) -> pd.DataFrame:
+    def get_income_statement(
+        ticker: str, frequency: Literal["yearly", "quarterly"]
+    ) -> pd.DataFrame:
         stock = yf.Ticker(ticker)
 
+        income_statement = (
+            stock.income_stmt if frequency == "yearly" else stock.quarterly_income_stmt
+        )
+
         try:
             fields = [
                 "Total Revenue",
@@ -87,7 +102,7 @@ def get_yearly_income_statement(ticker: str) -> pd.DataFrame:
                 "Basic EPS",
             ]
 
-            df_income_stmt = stock.income_stmt.transpose()
+            df_income_stmt = income_statement.transpose()
             df_income_stmt = df_income_stmt.reindex(columns=fields, fill_value=0)
 
             return df_income_stmt.sort_index().tail(4)
@@ -96,8 +111,15 @@ def get_yearly_income_statement(ticker: str) -> pd.DataFrame:
             logging.error(f"Error fetching income statement for {stock}: {e}")
 
     @staticmethod
-    def get_yearly_cashflow(ticker: str):
+    def get_cashflow(
+        ticker: str, frequency: Literal["yearly", "quarterly"]
+    ) -> pd.DataFrame:
         stock = yf.Ticker(ticker)
+
+        cashflow = (
+            stock.cash_flow if frequency == "yearly" else stock.quarterly_cashflow
+        )
+
         try:
             fields = [
                 "Operating Cash Flow",
@@ -106,7 +128,7 @@ def get_yearly_cashflow(ticker: str):
                 "Capital Expenditure",
                 "Free Cash Flow",
             ]
-            df_cashflow = stock.cash_flow.transpose()
+            df_cashflow = cashflow.transpose()
             df_cashflow = df_cashflow.reindex(columns=fields, fill_value=0)
 
             return df_cashflow.sort_index().tail(4)

src/ui/layout.py

@@ -170,15 +170,21 @@ def render_overview(financial_data):
 
 
 def render_balance_sheet(financial_data):
-    balance_sheet = financial_data.get_yearly_balance_sheet(st.session_state["ticker"])
+    balance_sheet = financial_data.get_balance_sheet(
+        st.session_state["ticker"], frequency="quarterly"
+    )
     st.dataframe(balance_sheet)
 
 
 def render_income_stmt(financial_data):
-    income_stmt = financial_data.get_yearly_income_statement(st.session_state["ticker"])
+    income_stmt = financial_data.get_income_statement(
+        st.session_state["ticker"], frequency="quarterly"
+    )
     st.dataframe(income_stmt)
 
 
 def render_cashflow(financial_data):
-    cashflow = financial_data.get_yearly_cashflow(st.session_state["ticker"])
+    cashflow = financial_data.get_cashflow(
+        st.session_state["ticker"], frequency="quarterly"
+    )
     st.dataframe(cashflow)