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Refresh examples
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‎examples/Finance Toolkit - 0. README Examples.ipynb‎

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‎examples/Finance Toolkit - 1. Getting Started.ipynb‎

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‎examples/Finance Toolkit - 10. Fixed Income Module.ipynb‎

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‎examples/Finance Toolkit - 11. Portfolio Module.ipynb‎

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‎examples/Finance Toolkit - 2. Discovery Module.ipynb‎

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‎examples/Finance Toolkit - 3. Ratios Module.ipynb‎

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‎examples/Finance Toolkit - 4. Models Module.ipynb‎

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@@ -84,7 +84,7 @@
8484
},
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{
8686
"cell_type": "code",
87-
"execution_count": 1,
87+
"execution_count": null,
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"id": "11269a00",
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"metadata": {},
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"outputs": [],
@@ -138,8 +138,15 @@
138138
"name": "stderr",
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"output_type": "stream",
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"text": [
141-
"Obtaining financial statements: 100%|██████████| 3/3 [00:03<00:00, 1.18s/it]\n",
142-
"Obtaining historical data: 100%|██████████| 5/5 [00:00<00:00, 9.61it/s]\n"
141+
"Obtaining financial statements: 0%| | 0/3 [00:00<?, ?it/s]"
142+
]
143+
},
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{
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"name": "stderr",
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"output_type": "stream",
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"text": [
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"Obtaining financial statements: 100%|██████████| 3/3 [00:03<00:00, 1.10s/it]\n",
149+
"Obtaining historical data: 100%|██████████| 5/5 [00:00<00:00, 9.13it/s]\n"
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]
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},
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{
@@ -649,7 +656,7 @@
649656
" <td>0.8468</td>\n",
650657
" <td>0.9214</td>\n",
651658
" <td>1.687</td>\n",
652-
" <td>1.0021</td>\n",
659+
" <td>1.0076</td>\n",
653660
" </tr>\n",
654661
" <tr>\n",
655662
" <th>Operating Profit Margin</th>\n",
@@ -741,7 +748,7 @@
741748
" <td>0.1999</td>\n",
742749
" <td>0.3248</td>\n",
743750
" <td>0.2739</td>\n",
744-
" <td>0.1033</td>\n",
751+
" <td>0.1039</td>\n",
745752
" </tr>\n",
746753
" </tbody>\n",
747754
"</table>\n",
@@ -846,11 +853,11 @@
846853
" Equity Multiplier 1.4893 1.5059 \n",
847854
" Return on Equity 0.2804 0.3714 \n",
848855
"TSLA Interest Burden Ratio 0.8915 0.7871 \n",
849-
" Tax Burden Ratio 1.687 1.0021 \n",
856+
" Tax Burden Ratio 1.687 1.0076 \n",
850857
" Operating Profit Margin 0.1031 0.092 \n",
851858
" Asset Turnover 1.0243 0.8544 \n",
852859
" Equity Multiplier 1.7255 1.6657 \n",
853-
" Return on Equity 0.2739 0.1033 "
860+
" Return on Equity 0.2739 0.1039 "
854861
]
855862
},
856863
"execution_count": 3,
@@ -1129,20 +1136,20 @@
11291136
" <td>NaN</td>\n",
11301137
" <td>NaN</td>\n",
11311138
" <td>NaN</td>\n",
1132-
" <td>-0.8341</td>\n",
1133-
" <td>11.6014</td>\n",
1134-
" <td>0.662</td>\n",
1135-
" <td>-0.3798</td>\n",
1136-
" <td>-0.9395</td>\n",
1137-
" <td>7.5013</td>\n",
1138-
" <td>1.067</td>\n",
1139-
" <td>-1.2036</td>\n",
1140-
" <td>-8.1678</td>\n",
1141-
" <td>-0.3424</td>\n",
1142-
" <td>1.3128</td>\n",
1143-
" <td>-1.643</td>\n",
1144-
" <td>-2.5727</td>\n",
1145-
" <td>-0.0152</td>\n",
1139+
" <td>-0.8339</td>\n",
1140+
" <td>11.6002</td>\n",
1141+
" <td>0.6558</td>\n",
1142+
" <td>-0.3777</td>\n",
1143+
" <td>-0.9399</td>\n",
1144+
" <td>7.5619</td>\n",
1145+
" <td>1.063</td>\n",
1146+
" <td>-1.2038</td>\n",
1147+
" <td>-8.1659</td>\n",
1148+
" <td>-0.3418</td>\n",
1149+
" <td>1.3133</td>\n",
1150+
" <td>-1.6431</td>\n",
1151+
" <td>-2.5719</td>\n",
1152+
" <td>-0.019</td>\n",
11461153
" </tr>\n",
11471154
" <tr>\n",
11481155
" <th>Lag 2</th>\n",
@@ -1153,19 +1160,19 @@
11531160
" <td>NaN</td>\n",
11541161
" <td>NaN</td>\n",
11551162
" <td>NaN</td>\n",
1156-
" <td>1.0901</td>\n",
1157-
" <td>19.9441</td>\n",
1158-
" <td>0.0308</td>\n",
1159-
" <td>-0.9625</td>\n",
1160-
" <td>-0.4859</td>\n",
1161-
" <td>16.5724</td>\n",
1162-
" <td>-1.4209</td>\n",
1163-
" <td>0.4594</td>\n",
1164-
" <td>-5.7134</td>\n",
1165-
" <td>0.5208</td>\n",
1166-
" <td>-2.4871</td>\n",
1167-
" <td>0.0112</td>\n",
1168-
" <td>-2.5488</td>\n",
1163+
" <td>1.0929</td>\n",
1164+
" <td>19.8631</td>\n",
1165+
" <td>0.0303</td>\n",
1166+
" <td>-0.9626</td>\n",
1167+
" <td>-0.4856</td>\n",
1168+
" <td>16.663</td>\n",
1169+
" <td>-1.4204</td>\n",
1170+
" <td>0.4603</td>\n",
1171+
" <td>-5.7167</td>\n",
1172+
" <td>0.5226</td>\n",
1173+
" <td>-2.4876</td>\n",
1174+
" <td>0.0108</td>\n",
1175+
" <td>-2.542</td>\n",
11691176
" </tr>\n",
11701177
" <tr>\n",
11711178
" <th>Lag 3</th>\n",
@@ -1177,18 +1184,18 @@
11771184
" <td>NaN</td>\n",
11781185
" <td>NaN</td>\n",
11791186
" <td>NaN</td>\n",
1180-
" <td>2.4739</td>\n",
1181-
" <td>11.9889</td>\n",
1182-
" <td>-0.9377</td>\n",
1183-
" <td>-0.6812</td>\n",
1184-
" <td>0.0627</td>\n",
1185-
" <td>-4.5778</td>\n",
1186-
" <td>2.0166</td>\n",
1187-
" <td>-0.0403</td>\n",
1188-
" <td>-11.9009</td>\n",
1189-
" <td>-1.9779</td>\n",
1190-
" <td>1.3387</td>\n",
1191-
" <td>-0.0041</td>\n",
1187+
" <td>2.4654</td>\n",
1188+
" <td>11.9821</td>\n",
1189+
" <td>-0.9381</td>\n",
1190+
" <td>-0.6799</td>\n",
1191+
" <td>0.0612</td>\n",
1192+
" <td>-4.5995</td>\n",
1193+
" <td>2.0126</td>\n",
1194+
" <td>-0.0388</td>\n",
1195+
" <td>-11.911</td>\n",
1196+
" <td>-1.9791</td>\n",
1197+
" <td>1.3382</td>\n",
1198+
" <td>-0.0084</td>\n",
11921199
" </tr>\n",
11931200
" </tbody>\n",
11941201
"</table>\n",
@@ -1218,8 +1225,8 @@
12181225
"... ... ... ... ... \n",
12191226
"TSLA Corporate Tax Rate Lag 2 -0.6689 -0.0434 3.1267 -0.694 \n",
12201227
" Lag 3 -0.8607 -0.2037 0.6416 -0.2642 \n",
1221-
" Weighted Average Cost of Capital Lag 1 NaN NaN -0.8341 11.6014 \n",
1222-
" Lag 2 NaN NaN NaN 1.0901 \n",
1228+
" Weighted Average Cost of Capital Lag 1 NaN NaN -0.8339 11.6002 \n",
1229+
" Lag 2 NaN NaN NaN 1.0929 \n",
12231230
" Lag 3 NaN NaN NaN NaN \n",
12241231
"\n",
12251232
" 2013 2014 2015 2016 \\\n",
@@ -1231,9 +1238,9 @@
12311238
"... ... ... ... ... \n",
12321239
"TSLA Corporate Tax Rate Lag 2 17.8148 95.2196 -0.589 0.0827 \n",
12331240
" Lag 3 31.2864 16.1559 42.3678 -0.0127 \n",
1234-
" Weighted Average Cost of Capital Lag 1 0.662 -0.3798 -0.9395 7.5013 \n",
1235-
" Lag 2 19.9441 0.0308 -0.9625 -0.4859 \n",
1236-
" Lag 3 2.4739 11.9889 -0.9377 -0.6812 \n",
1241+
" Weighted Average Cost of Capital Lag 1 0.6558 -0.3777 -0.9399 7.5619 \n",
1242+
" Lag 2 19.8631 0.0303 -0.9626 -0.4856 \n",
1243+
" Lag 3 2.4654 11.9821 -0.9381 -0.6799 \n",
12371244
"\n",
12381245
" 2017 2018 2019 2020 \\\n",
12391246
"AAPL Market Value Equity Lag 1 0.4174 -0.0994 0.757 0.7185 \n",
@@ -1244,22 +1251,22 @@
12441251
"... ... ... ... ... \n",
12451252
"TSLA Corporate Tax Rate Lag 2 -0.0272 0.6133 10.4187 -5.3844 \n",
12461253
" Lag 3 -0.5615 2.8756 3.6242 -18.4672 \n",
1247-
" Weighted Average Cost of Capital Lag 1 1.067 -1.2036 -8.1678 -0.3424 \n",
1248-
" Lag 2 16.5724 -1.4209 0.4594 -5.7134 \n",
1249-
" Lag 3 0.0627 -4.5778 2.0166 -0.0403 \n",
1254+
" Weighted Average Cost of Capital Lag 1 1.063 -1.2038 -8.1659 -0.3418 \n",
1255+
" Lag 2 16.663 -1.4204 0.4603 -5.7167 \n",
1256+
" Lag 3 0.0612 -4.5995 2.0126 -0.0388 \n",
12501257
"\n",
1251-
" 2021 2022 2023 2024 \n",
1252-
"AAPL Market Value Equity Lag 1 0.2955 -0.2876 0.4432 0.2736 \n",
1253-
" Lag 2 1.2264 -0.077 0.0282 0.838 \n",
1254-
" Lag 3 2.9118 0.5862 0.3321 0.3095 \n",
1255-
" Market Value Debt Lag 1 0.1165 -0.0296 -0.1615 -0.0401 \n",
1256-
" Lag 2 0.2635 0.0834 -0.1863 -0.1951 \n",
1257-
"... ... ... ... ... \n",
1258-
"TSLA Corporate Tax Rate Lag 2 -1.6662 -0.6739 -5.5504 1.4764 \n",
1259-
" Lag 3 -2.9095 -1.4988 -2.9818 0.8542 \n",
1260-
" Weighted Average Cost of Capital Lag 1 1.3128 -1.643 -2.5727 -0.0152 \n",
1261-
" Lag 2 0.5208 -2.4871 0.0112 -2.5488 \n",
1262-
" Lag 3 -11.9009 -1.9779 1.3387 -0.0041 \n",
1258+
" 2021 2022 2023 2024 \n",
1259+
"AAPL Market Value Equity Lag 1 0.2955 -0.2876 0.4432 0.2736 \n",
1260+
" Lag 2 1.2264 -0.077 0.0282 0.838 \n",
1261+
" Lag 3 2.9118 0.5862 0.3321 0.3095 \n",
1262+
" Market Value Debt Lag 1 0.1165 -0.0296 -0.1615 -0.0401 \n",
1263+
" Lag 2 0.2635 0.0834 -0.1863 -0.1951 \n",
1264+
"... ... ... ... ... \n",
1265+
"TSLA Corporate Tax Rate Lag 2 -1.6662 -0.6739 -5.5504 1.4764 \n",
1266+
" Lag 3 -2.9095 -1.4988 -2.9818 0.8542 \n",
1267+
" Weighted Average Cost of Capital Lag 1 1.3133 -1.6431 -2.5719 -0.019 \n",
1268+
" Lag 2 0.5226 -2.4876 0.0108 -2.542 \n",
1269+
" Lag 3 -11.911 -1.9791 1.3382 -0.0084 \n",
12631270
"\n",
12641271
"[72 rows x 20 columns]"
12651272
]
@@ -1903,26 +1910,26 @@
19031910
" <tr>\n",
19041911
" <th>Asset Turnover</th>\n",
19051912
" <td>NaN</td>\n",
1906-
" <td>0.7388777421365698</td>\n",
1907-
" <td>0.8288446325807212</td>\n",
1908-
" <td>1.084078886929722</td>\n",
1909-
" <td>1.1206368107173357</td>\n",
1913+
" <td>0.711392439674619</td>\n",
1914+
" <td>0.81093655839015</td>\n",
1915+
" <td>1.1294552437879761</td>\n",
1916+
" <td>1.1234351941014582</td>\n",
19101917
" </tr>\n",
19111918
" <tr>\n",
19121919
" <th>Equity Multiplier</th>\n",
19131920
" <td>NaN</td>\n",
1914-
" <td>3.5633415133959065</td>\n",
1915-
" <td>4.250893619205915</td>\n",
1916-
" <td>5.254965778757135</td>\n",
1917-
" <td>6.186222112832053</td>\n",
1921+
" <td>3.4133013523477094</td>\n",
1922+
" <td>3.7410043320661304</td>\n",
1923+
" <td>4.957039440456695</td>\n",
1924+
" <td>5.563512442542399</td>\n",
19181925
" </tr>\n",
19191926
" <tr>\n",
19201927
" <th>Return on Equity</th>\n",
19211928
" <td>NaN</td>\n",
1922-
" <td>0.5591722113998027</td>\n",
1923-
" <td>0.7368556155223422</td>\n",
1924-
" <td>1.4744333444938449</td>\n",
1925-
" <td>1.7545929220653647</td>\n",
1929+
" <td>0.5157027261612551</td>\n",
1930+
" <td>0.6344598178764036</td>\n",
1931+
" <td>1.4490579898682256</td>\n",
1932+
" <td>1.5819147249960375</td>\n",
19261933
" </tr>\n",
19271934
" </tbody>\n",
19281935
"</table>\n",
@@ -1931,15 +1938,15 @@
19311938
"text/plain": [
19321939
" 2018 2019 2020 \\\n",
19331940
"Net Profit Margin 0.22414202074587247 0.21238094505984456 0.20913611278072236 \n",
1934-
"Asset Turnover NaN 0.7388777421365698 0.8288446325807212 \n",
1935-
"Equity Multiplier NaN 3.5633415133959065 4.250893619205915 \n",
1936-
"Return on Equity NaN 0.5591722113998027 0.7368556155223422 \n",
1941+
"Asset Turnover NaN 0.711392439674619 0.81093655839015 \n",
1942+
"Equity Multiplier NaN 3.4133013523477094 3.7410043320661304 \n",
1943+
"Return on Equity NaN 0.5157027261612551 0.6344598178764036 \n",
19371944
"\n",
19381945
" 2021 2022 \n",
19391946
"Net Profit Margin 0.2588179335569424 0.2530964070519973 \n",
1940-
"Asset Turnover 1.084078886929722 1.1206368107173357 \n",
1941-
"Equity Multiplier 5.254965778757135 6.186222112832053 \n",
1942-
"Return on Equity 1.4744333444938449 1.7545929220653647 "
1947+
"Asset Turnover 1.1294552437879761 1.1234351941014582 \n",
1948+
"Equity Multiplier 4.957039440456695 5.563512442542399 \n",
1949+
"Return on Equity 1.4490579898682256 1.5819147249960375 "
19431950
]
19441951
},
19451952
"execution_count": 6,
@@ -1960,20 +1967,13 @@
19601967
" [265595000000, 260174000000, 274515000000, 365817000000, 394328000000],\n",
19611968
" index=years,\n",
19621969
" ),\n",
1963-
" total_assets_begin=pd.Series(\n",
1970+
" average_total_assets=pd.Series(\n",
19641971
" [np.nan, 365725000000, 338516000000, 323888000000, 351002000000],\n",
19651972
" index=years,\n",
19661973
" ),\n",
1967-
" total_assets_end=pd.Series(\n",
1968-
" [365725000000, 338516000000, 323888000000, 351002000000, 352755000000],\n",
1969-
" index=years,\n",
1970-
" ),\n",
1971-
" total_equity_begin=pd.Series(\n",
1974+
" average_total_equity=pd.Series(\n",
19721975
" [np.nan, 107147000000, 90488000000, 65339000000, 63090000000], index=years\n",
19731976
" ),\n",
1974-
" total_equity_end=pd.Series(\n",
1975-
" [107147000000, 90488000000, 65339000000, 63090000000, 50672000000], index=years\n",
1976-
" ),\n",
19771977
")"
19781978
]
19791979
}

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