README.md

yahoo_finance_stock_scraper

Overview

A python script that scrapes the financial statement data of a list of stocks and stores the data to a JSON file. The script uses Selenium with PhantomJS and BeautifulSoup4 to achieve this.

Features

Runs on Linux, Mac and Windows machines. The script is set up to automatically install all unmet prerequisite packages using pip This script will generated a json file in the json_extracts directory filled with request stock financial data You can run one company at a time, or a whole list of them. Tested on Python 2.7 and 3.5

How to Use

1. Make sure you have python 2 or 3 installed with pip on your machine
2. Install the PhantomJS Web-driver if you haven't already. You can also download the executable and set a path to it on line 150.

• Download-PhantomJS - Official driver download page with Windows and Mac executables ready to go.
• PhantomJS-Debian - In-depth setup guide for Debian/Ubuntu users due to extra steps
• PhantomJS-CentOS - Setup guide for RHEL, Amazon Linux, CentOS, and Fedora.

3. git copy the repository

git clone https://github.com/JECSand/yahoo_finance_stock_scraper.git

4. cd into the yahoo_finance_stock_scraper directory
5. Enter the command in the following format to convert a single excel file:

python yahoo_surface_scraper.py "StockTicker(s)" "StatementType" "JSONFilename" "Frequency"(Optional)

6. Use these guidelines for your Script Parameters

• StockTicker:
  • Either a single stock symbol, or a group of them separated by commas with no spaces unless wrapped in double quotes
• StatementType:
  • Determines which of the three financial statements will be pulled for each stock. Options are:
    • income - which will grab the stock's income statements
    • balance - which will extract the companies' balance sheets
    • cash - which will get the cash flow statements for the companies
• JSONFilename:
  • Desired naming convention for the extract file. An identifying meta-data stamp will also be added.
• Frequency:
  • Optional parameter for specifying the time period frequency of the returned data. Options are:
    • Annual (Default Value) - will return the last 3 years of data at annual intervals of time
    • Quarterly - will return the last 4 quarters of data at intervals of ~3 months each

7. Your newly extracted data will be located in the json_extracts directory!

Examples

1. The following command will return Annual Income Statement data for Apple and store it in test_income-annual_YYYY-MM-DD_HH-mm-ss.json:

python yahoo_surface_scraper.py "AAPL" "Income" "test.json" "Annual"

2. The next command will return Quarterly Balance Sheet data for both Wells Fargo and Ford Motor Co. The data will be saved to testfile_balance-quarterly_YYYY-MM-DD_HH-mm-ss.json:

python3 yahoo_surface_scraper.py "WFC, F" "Balance" "testfile" "Quarterly"

3. The final example will return Annual Cash Flow data for Wells Fargo, Apple, and Ford Motor Co. The data will be saved to testdemo_cash-annual_YYYY-MM-DD_HH-mm-ss.json:

python yahoo_surface_scraper.py "WFC, AAPL, F" "cash" "testdemo.json"

Examples of Output

1. test_income-annual_YYYY-MM-DD_HH-mm-ss.json:

{
    "AAPL-income-annual": [
        {
            "9/24/2016": [
                {
                    "revenue": {
                        "grossProfit": 84263000,
                        "totalRevenue": 215639000,
                        "costOfRevenue": 131376000
                    }
                },
                {
                    "operatingExpenses": {
                        "nonRecurring": "-",
                        "others": "-",
                        "sellingGeneralAndAdministrative": 14194000,
                        "operatingIncomeOrLoss": 60024000,
                        "totalOperatingExpenses": "-",
                        "researchDevelopment": 10045000
                    }
                },
                {
                    "incomeFromContinuingOperations": {
                        "totalOtherIncomeExpensesNet": 1348000,
                        "minorityInterest": "-",
                        "netIncomeFromContinuingOps": 45687000,
                        "incomeTaxExpense": 15685000,
                        "interestExpense": "-",
                        "incomeBeforeTax": 61372000,
                        "earningsBeforeInterestAndTaxes": 61372000
                    }
                },
                {
                    "non-recurringEvents": {
                        "otherItems": "-",
                        "extraordinaryItems": "-",
                        "discontinuedOperations": "-",
                        "effectOfAccountingChanges": "-"
                    }
                },
                {
                    "netIncome": {
                        "netIncome": 45687000,
                        "netIncomeApplicableToCommonShares": 45687000,
                        "preferredStockAndOtherAdjustments": "-"
                    }
                }
            ]
        }
    ]    
}

2. testfile_balance-quarterly_YYYY-MM-DD_HH-mm-ss.json

{
    "F-balance-quarterly": [
        {
            "6/30/2017": [
                {
                    "currentAssets": {
                        "netReceivables": 60047000,
                        "cashAndCashEquivalents": 16223000,
                        "otherCurrentAssets": 3291000,
                        "shortTermInvestments": 22886000,
                        "inventory": 11092000
                    }
                },
                {
                    "fixedAssets": {
                        "longTermInvestments": 54792000,
                        "propertyPlantAndEquipment": 62391000,
                        "accumulatedAmortization": "-",
                        "otherAssets": 6602000,
                        "goodwill": "-",
                        "deferredLongTermAssetCharges": 10145000,
                        "intangibleAssets": "-"
                    }
                },
                {
                    "currentLiabilities": {
                        "otherCurrentLiabilities": 19958000,
                        "accountsPayable": 23568000,
                        "shortCurrentLongTermDebt": 50773000
                    }
                },
                {
                    "long-termLiabilities": {
                        "minorityInterest": 18000,
                        "negativeGoodwill": "-",
                        "otherLiabilities": 24840000,
                        "deferredLongTermLiabilityCharges": 735000,
                        "longTermDebt": 95236000
                    }
                },
                {
                    "stockholdersEquity": {
                        "commonStock": 41000,
                        "treasuryStock": 1253000,
                        "redeemablePreferredStock": "-",
                        "retainedEarnings": 18437000,
                        "preferredStock": "-",
                        "otherStockholderEquity": 6716000,
                        "capitalSurplus": 21735000,
                        "misc.StocksOptionsWarrants": 97000
                    }
                },
                {
                    "balanceSheetTotals": {
                        "totalCurrentLiabilities": 94299000,
                        "totalLiabilities": 215128000,
                        "totalAssets": 247469000,
                        "totalStockholderEquity": 32244000,
                        "netTangibleAssets": 32244000,
                        "totalCurrentAssets": 113539000
                    }
                }
            ]
        }
    ]
}

3. testdemo_cash-annual_YYYY-MM-DD_HH-mm-ss.json

{
    "F-cash-annual": [
        {
            "12/31/2016": [
                {
                    "operatingActivities": {
                        "adjustmentsToNetIncome": 3544000,
                        "changesInOtherOperatingActivities": 1000,
                        "changesInAccountsReceivables": 2855000,
                        "depreciation": 8717000,
                        "changesInInventories": 815000,
                        "changesInLiabilities": 6595000
                    }
                },
                {
                    "investingActivities": {
                        "otherCashFlowsFromInvestingActivities": 55945000,
                        "capitalExpenditures": 6992000,
                        "investments": 37585000
                    }
                },
                {
                    "financingActivities": {
                        "netBorrowings": 11028000,
                        "otherCashFlowsFromFinancingActivities": 49000,
                        "salePurchaseOfStock": 145000,
                        "dividendsPaid": 3376000
                    }
                },
                {
                    "cashFlowTotals": {
                        "netIncome": 4596000,
                        "changeInCashAndCashEquivalents": 1633000,
                        "totalCashFlowsFromInvestingActivities": 25352000,
                        "totalCashFlowsFromFinancingActivities": 7458000,
                        "totalCashFlowFromOperatingActivities": 19792000
                    }
                }
            ]
        }
    ]
}