mirror of
https://gitlab.com/simple-stock-bots/simple-stock-bot.git
synced 2025-06-16 07:16:40 +00:00
442 lines
15 KiB
Python
442 lines
15 KiB
Python
"""Class with functions for running the bot with IEX Cloud.
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"""
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from datetime import datetime
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from typing import Optional, List, Tuple
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import pandas as pd
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import requests as r
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import schedule
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from fuzzywuzzy import fuzz
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import os
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from Symbol import Stock
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class IEX_Symbol:
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"""
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Functions for finding stock market information about symbols.
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"""
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SYMBOL_REGEX = "[$]([a-zA-Z]{1,4})"
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searched_symbols = {}
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charts = {}
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def __init__(self) -> None:
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"""Creates a Symbol Object
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Parameters
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----------
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IEX_TOKEN : str
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IEX Token
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"""
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try:
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self.IEX_TOKEN = os.environ["IEX"]
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except KeyError:
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self.IEX_TOKEN = ""
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print(
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"Starting without an IEX Token will not allow you to get market data!"
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)
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if self.IEX_TOKEN != "":
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self.get_symbol_list()
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schedule.every().day.do(self.get_symbol_list)
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schedule.every().day.do(self.clear_charts)
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def clear_charts(self) -> None:
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"""Clears cache of chart data."""
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self.charts = {}
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def get_symbol_list(
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self, return_df=False
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) -> Optional[Tuple[pd.DataFrame, datetime]]:
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raw_symbols = r.get(
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f"https://cloud.iexapis.com/stable/ref-data/symbols?token={self.IEX_TOKEN}"
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).json()
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symbols = pd.DataFrame(data=raw_symbols)
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symbols["description"] = "$" + symbols["symbol"] + ": " + symbols["name"]
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symbols["id"] = symbols["symbol"]
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symbols = symbols[["id", "symbol", "name", "description"]]
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self.symbol_list = symbols
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if return_df:
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return symbols, datetime.now()
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def status(self) -> str:
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"""Checks IEX Status dashboard for any current API issues.
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Returns
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-------
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str
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Human readable text on status of IEX API
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"""
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resp = r.get("https://pjmps0c34hp7.statuspage.io/api/v2/status.json")
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if resp.status_code == 200:
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status = resp.json()["status"]
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else:
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return "IEX Cloud did not respond. Please check their status page for more information. https://status.iexapis.com"
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if status["indicator"] == "none":
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return "IEX Cloud is currently not reporting any issues with its API."
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else:
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return (
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f"{status['indicator']}: {status['description']}."
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+ " Please check the status page for more information. https://status.iexapis.com"
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)
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def search_symbols(self, search: str) -> List[Tuple[str, str]]:
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"""Performs a fuzzy search to find stock symbols closest to a search term.
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Parameters
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----------
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search : str
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String used to search, could be a company name or something close to the companies stock ticker.
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Returns
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-------
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List[tuple[str, str]]
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A list tuples of every stock sorted in order of how well they match. Each tuple contains: (Symbol, Issue Name).
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"""
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schedule.run_pending()
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search = search.lower()
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try: # https://stackoverflow.com/a/3845776/8774114
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return self.searched_symbols[search]
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except KeyError:
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pass
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symbols = self.symbol_list
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symbols["Match"] = symbols.apply(
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lambda x: fuzz.ratio(search, f"{x['symbol']}".lower()),
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axis=1,
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)
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symbols.sort_values(by="Match", ascending=False, inplace=True)
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if symbols["Match"].head().sum() < 300:
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symbols["Match"] = symbols.apply(
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lambda x: fuzz.partial_ratio(search, x["name"].lower()),
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axis=1,
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)
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symbols.sort_values(by="Match", ascending=False, inplace=True)
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symbols = symbols.head(10)
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symbol_list = list(zip(list(symbols["symbol"]), list(symbols["description"])))
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self.searched_symbols[search] = symbol_list
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return symbol_list
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def price_reply(self, symbol: Stock) -> str:
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"""Returns current market price or after hours if its available for a given stock symbol.
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Parameters
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----------
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symbols : list
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List of stock symbols.
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Returns
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-------
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Dict[str, str]
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Each symbol passed in is a key with its value being a human readable
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markdown formatted string of the symbols price and movement.
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"""
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IEXurl = f"https://cloud.iexapis.com/stable/stock/{symbol.id}/quote?token={self.IEX_TOKEN}"
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response = r.get(IEXurl)
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if response.status_code == 200:
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IEXData = response.json()
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keys = (
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"isUSMarketOpen",
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"extendedChangePercent",
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"extendedPrice",
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"companyName",
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"latestPrice",
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"changePercent",
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)
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if set(keys).issubset(IEXData):
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try: # Some symbols dont return if the market is open
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IEXData["isUSMarketOpen"]
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except KeyError:
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IEXData["isUSMarketOpen"] = True
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if (
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IEXData["isUSMarketOpen"]
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or (IEXData["extendedChangePercent"] is None)
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or (IEXData["extendedPrice"] is None)
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): # Check if market is open.
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message = f"The current stock price of {IEXData['companyName']} is $**{IEXData['latestPrice']}**"
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change = round(IEXData["changePercent"] * 100, 2)
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else:
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message = (
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f"{IEXData['companyName']} closed at $**{IEXData['latestPrice']}**,"
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+ f" after hours _(15 minutes delayed)_ the stock price is $**{IEXData['extendedPrice']}**"
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)
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change = round(IEXData["extendedChangePercent"] * 100, 2)
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# Determine wording of change text
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if change > 0:
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message += f", the stock is currently **up {change}%**"
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elif change < 0:
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message += f", the stock is currently **down {change}%**"
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else:
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message += ", the stock hasn't shown any movement today."
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else:
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message = (
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f"The symbol: {symbol} encountered and error. This could be due to "
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)
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else:
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message = f"The symbol: {symbol} was not found."
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return message
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def dividend_reply(self, symbol: Stock) -> str:
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"""Returns the most recent, or next dividend date for a stock symbol.
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Parameters
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----------
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symbols : list
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List of stock symbols.
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Returns
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-------
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Dict[str, str]
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Each symbol passed in is a key with its value being a human readable formatted string of the symbols div dates.
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"""
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IEXurl = f"https://cloud.iexapis.com/stable/stock/{symbol}/dividends/next?token={self.IEX_TOKEN}"
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response = r.get(IEXurl)
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if response.status_code == 200 and response.json():
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IEXData = response.json()[0]
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keys = (
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"amount",
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"currency",
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"declaredDate",
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"exDate",
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"frequency",
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"paymentDate",
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"flag",
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)
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if set(keys).issubset(IEXData):
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if IEXData["currency"] == "USD":
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price = f"${IEXData['amount']}"
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else:
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price = f"{IEXData['amount']} {IEXData['currency']}"
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# Pattern IEX uses for dividend date.
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pattern = "%Y-%m-%d"
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declared = datetime.strptime(IEXData["declaredDate"], pattern).strftime(
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"%A, %B %w"
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)
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ex = datetime.strptime(IEXData["exDate"], pattern).strftime("%A, %B %w")
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payment = datetime.strptime(IEXData["paymentDate"], pattern).strftime(
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"%A, %B %w"
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)
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daysDelta = (
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datetime.strptime(IEXData["paymentDate"], pattern) - datetime.now()
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).days
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return (
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"The next dividend for"
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+ f"${self.symbol_list[self.symbol_list['symbol']==symbol.id.upper()]['description'].item()}"
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+ f" is on {payment} which is in {daysDelta} days."
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+ f" The dividend is for {price} per share."
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+ f"\nThe dividend was declared on {declared} and the ex-dividend date is {ex}"
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)
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return f"{symbol} either doesn't exist or pays no dividend."
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def news_reply(self, symbol: Stock) -> str:
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"""Gets recent english news on stock symbols.
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Parameters
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----------
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symbols : list
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List of stock symbols.
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Returns
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-------
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Dict[str, str]
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Each symbol passed in is a key with its value being a human readable markdown formatted string of the symbols news.
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"""
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IEXurl = f"https://cloud.iexapis.com/stable/stock/{symbol}/news/last/5?token={self.IEX_TOKEN}"
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response = r.get(IEXurl)
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if response.status_code == 200:
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data = response.json()
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if len(data):
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message = f"News for **{symbol.id.upper()}**:\n\n"
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for news in data:
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if news["lang"] == "en" and not news["hasPaywall"]:
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message = (
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f"*{news['source']}*: [{news['headline']}]({news['url']})\n"
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)
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message += message
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else:
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return f"No news found for: {symbol}\nEither today is boring or the symbol does not exist."
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else:
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return f"No news found for: {symbol}\nEither today is boring or the symbol does not exist."
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return message
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def info_reply(self, symbol: Stock) -> str:
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"""Gets information on stock symbols.
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Parameters
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----------
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symbols : List[str]
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List of stock symbols.
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Returns
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-------
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Dict[str, str]
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Each symbol passed in is a key with its value being a human readable formatted string of the symbols information.
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"""
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IEXurl = f"https://cloud.iexapis.com/stable/stock/{symbol}/company?token={self.IEX_TOKEN}"
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response = r.get(IEXurl)
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if response.status_code == 200:
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data = response.json()
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message = (
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f"Company Name: [{data['companyName']}]({data['website']})\nIndustry:"
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+ f" {data['industry']}\nSector: {data['sector']}\nCEO: {data['CEO']}\nDescription: {data['description']}\n"
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)
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else:
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message = f"No information found for: {symbol}\nEither today is boring or the symbol does not exist."
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return message
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def intra_reply(self, symbol: Stock) -> pd.DataFrame:
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"""Returns price data for a symbol since the last market open.
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Parameters
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----------
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symbol : str
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Stock symbol.
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Returns
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-------
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pd.DataFrame
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Returns a timeseries dataframe with high, low, and volume data if its available. Otherwise returns empty pd.DataFrame.
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"""
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if symbol.id.upper() not in list(self.symbol_list["symbol"]):
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return pd.DataFrame()
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IEXurl = f"https://cloud.iexapis.com/stable/stock/{symbol}/intraday-prices?token={self.IEX_TOKEN}"
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response = r.get(IEXurl)
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if response.status_code == 200:
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df = pd.DataFrame(response.json())
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df.dropna(inplace=True, subset=["date", "minute", "high", "low", "volume"])
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df["DT"] = pd.to_datetime(df["date"] + "T" + df["minute"])
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df = df.set_index("DT")
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return df
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return pd.DataFrame()
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def chart_reply(self, symbol: Stock) -> pd.DataFrame:
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"""Returns price data for a symbol of the past month up until the previous trading days close.
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Also caches multiple requests made in the same day.
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Parameters
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----------
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symbol : str
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Stock symbol.
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Returns
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-------
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pd.DataFrame
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Returns a timeseries dataframe with high, low, and volume data if its available. Otherwise returns empty pd.DataFrame.
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"""
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schedule.run_pending()
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if symbol.id.upper() not in list(self.symbol_list["symbol"]):
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return pd.DataFrame()
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try: # https://stackoverflow.com/a/3845776/8774114
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return self.charts[symbol.id.upper()]
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except KeyError:
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pass
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response = r.get(
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f"https://cloud.iexapis.com/stable/stock/{symbol}/chart/1mm?token={self.IEX_TOKEN}&chartInterval=3&includeToday=false"
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)
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if response.status_code == 200:
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df = pd.DataFrame(response.json())
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df.dropna(inplace=True, subset=["date", "minute", "high", "low", "volume"])
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df["DT"] = pd.to_datetime(df["date"] + "T" + df["minute"])
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df = df.set_index("DT")
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self.charts[symbol.id.upper()] = df
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return df
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return pd.DataFrame()
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def stat_reply(self, symbol: Stock) -> str:
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"""Gets key statistics for each symbol in the list
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Parameters
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----------
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symbols : List[str]
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List of stock symbols
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Returns
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-------
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Dict[str, str]
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Each symbol passed in is a key with its value being a human readable formatted string of the symbols statistics.
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"""
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IEXurl = f"https://cloud.iexapis.com/stable/stock/{symbol}/stats?token={self.IEX_TOKEN}"
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response = r.get(IEXurl)
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if response.status_code == 200:
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data = response.json()
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[data.pop(k) for k in list(data) if data[k] == ""]
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m = ""
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if "companyName" in data:
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m += f"Company Name: {data['companyName']}\n"
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if "marketcap" in data:
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m += f"Market Cap: {data['marketcap']:,}\n"
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if "week52high" in data:
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m += f"52 Week (high-low): {data['week52high']:,} "
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if "week52low" in data:
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m += f"- {data['week52low']:,}\n"
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if "employees" in data:
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m += f"Number of Employees: {data['employees']:,}\n"
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if "nextEarningsDate" in data:
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m += f"Next Earnings Date: {data['nextEarningsDate']}\n"
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if "peRatio" in data:
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m += f"Price to Earnings: {data['peRatio']:.3f}\n"
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if "beta" in data:
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m += f"Beta: {data['beta']:.3f}\n"
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return m
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else:
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return f"No information found for: {symbol}\nEither today is boring or the symbol does not exist."
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def trending(self) -> list[str]:
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"""Gets current coins trending on coingecko
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Returns
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-------
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list[str]
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list of $$ID: NAME
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"""
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stocks = r.get(
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f"https://cloud.iexapis.com/stable/stock/market/list/mostactive?token={self.IEX_TOKEN}"
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).json()
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return [f"${s['symbol']}: {s['companyName']}" for s in stocks]
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