Financetoolkit

Latest version: v1.9.9

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1.2.0

This new release has numerous of improvements:

- Worked on fixing the date formatting, you will now see the correct dates for Quarters (2020Q2, 2020Q3 etc). This fixed an issue where the reporting dates of companies varied. For some the end of June could be Q3 while for others Q1. Now both will be Q2 so comparison makes more sense. See 45
- Introduced a Statistics statement that includes CIK Codes, reporting dates and financial statement links.
- It is now possible to calculate custom ratios based on the normalized financial statements. This makes it much easier to calculate ratios that are currently not included. See 47 by sword134
- Overall improvements of the code, a big step forward in optimization and error handling. It won't happen that the functions crash but instead will show an error message and continue.
- Fix issues with values being 0 (divide by zero).

See below output of both the new date naming for quarters as well as the newly defined ratios.

| | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 |
|:--------------------------|------------:|------------:|-----------:|------------:|
| Current Assets Inventory | 1.62953e+11 | 1.62125e+11 | 1.5967e+11 | 1.66557e+11 |
| Net Income / Total Assets | 0.0388271 | 0.037299 | 0.0407344 | 0.0479527 |
| Quick Ratio Current | 2.46977 | 2.33947 | 2.31896 | 2.14334 |
| Quick Ratio Total | 1.55744 | 1.48575 | 1.4703 | 1.43704 |
| WC / Net Income | 7.19842 | 7.00932 | 6.1877 | 4.95857 |

1.1.2

Added in functionality to set a start and end date. For example:

`python
from financetoolkit import Toolkit

companies = Toolkit(['AAPL', 'MSFT'], api_key="FMP_KEY", start_date='2017-12-31')

an Enterprise example
enterprise = companies.get_enterprise()

a Historical example
historical_data = companies.get_historical_data()

a Financial Statement example
balance_sheet_statement = companies.get_balance_sheet_statement()

a Ratios example
profitability_ratios = companies.ratios.collect_profitability_ratios()

Show the profitability ratios for Apple
profitability_ratios.loc['AAPL']
`

This returns the following output for `profitability_ratios.loc['AAPL]`. Omitting `.loc['AAPL']` will return the result for both AAPL and MSFT.


| | 2018 | 2019 | 2020 | 2021 | 2022 |
|:--------------------------------------------|---------:|---------:|---------:|---------:|---------:|
| Gross Margin | 0.383437 | 0.378178 | 0.382332 | 0.417794 | 0.433096 |
| Operating Margin | 0.26694 | 0.24572 | 0.241473 | 0.297824 | 0.302887 |
| Net Profit Margin | 0.224142 | 0.212381 | 0.209136 | 0.258818 | 0.253096 |
| Interest Burden Ratio | 1.02828 | 1.02827 | 1.01211 | 1.00237 | 0.997204 |
| Income Before Tax Profit Margin | 0.274489 | 0.252666 | 0.244398 | 0.298529 | 0.30204 |
| Effective Tax Rate | 0.183422 | 0.159438 | 0.144282 | 0.133023 | 0.162045 |
| Return on Assets (ROA) | 0.162775 | 0.16323 | 0.177256 | 0.269742 | 0.282924 |
| Return on Equity (ROE) | 0.555601 | 0.610645 | 0.878664 | 1.50071 | 1.96959 |
| Return on Invested Capital (ROIC) | 0.269858 | 0.293721 | 0.344126 | 0.503852 | 0.562645 |
| Return on Capital Employed (ROCE) | 0.305968 | 0.297739 | 0.320207 | 0.495972 | 0.613937 |
| Return on Tangible Assets | 0.555601 | 0.610645 | 0.878664 | 1.50071 | 1.96959 |
| Income Quality Ratio | 1.30073 | 1.25581 | 1.4052 | 1.09884 | 1.22392 |
| Net Income per EBT | 0.816578 | 0.840562 | 0.855718 | 0.866977 | 0.837955 |
| Free Cash Flow to Operating Cash Flow Ratio | 0.828073 | 0.848756 | 0.909401 | 0.893452 | 0.912338 |
| EBT to EBIT Ratio | 0.957448 | 0.948408 | 0.958936 | 0.976353 | 0.975982 |
| EBIT to Revenue | 0.286688 | 0.26641 | 0.254864 | 0.305759 | 0.309473 |

1.1.0

This release features numerous enhancements and fixes:

- Overall robustness fixes to ensure errors are easier to understand. This fixes 38.
- Ensure that if a ticker has no data, that this is accurately displayed and taken out of the calculation. By default tickers are removed but there is a possibility to stop this behaviour. This fixes 42.
- Zero Division Errors due to missing data, this was often an issue when data was available for one financial statement but not for the others resulting in zeros. This fixes 39.
- Add the option to more easily combine DataFrames into the desired format for the Toolkit. Now, with `from financetoolkit.base import helpers` and then `helpers.combine_dataframes` it is possible to feed a dictionary with tickers as keys and dataframes as values to create the desired format. This fixes 41.

**Full Changelog**: https://github.com/JerBouma/FinanceToolkit/commits/v1.1.0

0.125

0.115

0.105

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