diff --git a/.gitignore b/.gitignore index 18b7102d..f430649c 100644 --- a/.gitignore +++ b/.gitignore @@ -5,3 +5,5 @@ inst/doc doc Meta docs +/doc/ +/Meta/ diff --git a/CRAN-SUBMISSION b/CRAN-SUBMISSION index daf467ae..75f7637e 100644 --- a/CRAN-SUBMISSION +++ b/CRAN-SUBMISSION @@ -1,3 +1,3 @@ -Version: 1.0.7 -Date: 2023-03-31 15:57:22 UTC -SHA: 8d30b09ee172fbcff911d3368332bb92f9c00a7d +Version: 1.0.8 +Date: 2024-08-19 16:15:06 UTC +SHA: 4d3d65d0aa099dcd551cd6d145cc586d7cbf6990 diff --git a/NEWS.md b/NEWS.md index d994ce03..880d269e 100644 --- a/NEWS.md +++ b/NEWS.md @@ -304,7 +304,7 @@ _[Potential Breaking Change] Move `tidyverse` to suggests_ # tidyquant 0.2.0 -* New `get = "key.ratios"` option for `tq_get()`, which retrieves 10-years of key performance ratios (89 total) from [www.morningstar.com](https://www.morningstar.com). These include various historical measures of financial performance including profitability, growth, cash flow, financial health, efficiency, and valuation ratios. Example: `tq_get("AAPL", get = "key.ratios")`. +* New `get = "key.ratios"` option for `tq_get()`, which retrieves 10-years of key performance ratios (89 total) from www.morningstar.com. These include various historical measures of financial performance including profitability, growth, cash flow, financial health, efficiency, and valuation ratios. Example: `tq_get("AAPL", get = "key.ratios")`. * Added `zoo` `rollapply()` functions to list of compatible / integrated functions used with `tq_transform()` and `tq_mutate()`. See `tq_transform_fun_options()` for the full list. * Changed `tq_mutate()`, `tq_transform()`, `tq_mutate_xy()` and `tq_transform_xy()` arguments to be more obvious: * `x_fun` is now `ohlc_fun` for `tq_mutate()` and `tq_transform()` diff --git a/R/tq_get.R b/R/tq_get.R index 9eecc685..86c1ff1d 100644 --- a/R/tq_get.R +++ b/R/tq_get.R @@ -14,7 +14,7 @@ #' Yahoo Finance (https://finance.yahoo.com/). Wrapper for `quantmod::getSplits()`. #' \item `"stock.prices.japan"`: Get the open, high, low, close, volume and adjusted #' stock prices for a stock symbol from -#' Yahoo Finance Japan (https://finance.yahoo.co.jp/). Wrapper for `quantmod::getSymbols.yahooj()`. +#' Yahoo Finance Japan. Wrapper for `quantmod::getSymbols.yahooj()`. #' \item `"economic.data"`: Get economic data from #' \href{https://fred.stlouisfed.org/}{FRED}. rapper for `quantmod::getSymbols.FRED()`. #' \item `"quandl"`: Get data sets from @@ -24,13 +24,13 @@ #' \href{https://data.nasdaq.com/}{Quandl}. Wrapper for `Quandl::Quandl.datatable()`. #' See also [quandl_api_key()]. #' \item `"tiingo"`: Get data sets from -#' \href{https://api.tiingo.com/}{Tiingo}. Wrapper for `riingo::riingo_prices()`. +#' \href{https://www.tiingo.com/}{Tiingo}. Wrapper for `riingo::riingo_prices()`. #' See also [tiingo_api_key()]. #' \item `"tiingo.iex"`: Get data sets from -#' \href{https://api.tiingo.com/}{Tiingo}. Wrapper for `riingo::riingo_iex_prices()`. +#' \href{https://www.tiingo.com/}{Tiingo}. Wrapper for `riingo::riingo_iex_prices()`. #' See also [tiingo_api_key()]. #' \item `"tiingo.crypto"`: Get data sets from -#' \href{https://api.tiingo.com/}{Tiingo}. Wrapper for `riingo::riingo_crypto_prices()`. +#' \href{https://www.tiingo.com/}{Tiingo}. Wrapper for `riingo::riingo_crypto_prices()`. #' See also [tiingo_api_key()]. #' \item `"alphavantager"`: Get data sets from #' \href{https://www.alphavantage.co/}{Alpha Vantage}. Wrapper for `alphavantager::av_get()`. diff --git a/R/tq_stock_list.R b/R/tq_stock_list.R index 8ab95103..05a644d4 100644 --- a/R/tq_stock_list.R +++ b/R/tq_stock_list.R @@ -10,8 +10,7 @@ #' #' @details #' `tq_index()` returns the stock symbol, company name, weight, and sector of every stock -#' in an index. The source is -#' \href{https://www.ssga.com/us/en/individual/etfs/fund-finder}{www.ssga.com}. +#' in an index. #' #' `tq_index_options()` returns a list of stock indexes you can #' choose from. diff --git a/man/tq_get.Rd b/man/tq_get.Rd index d13b0791..bb87c255 100644 --- a/man/tq_get.Rd +++ b/man/tq_get.Rd @@ -25,7 +25,7 @@ Yahoo Finance (https://finance.yahoo.com/). Wrapper for \code{quantmod::getDivid Yahoo Finance (https://finance.yahoo.com/). Wrapper for \code{quantmod::getSplits()}. \item \code{"stock.prices.japan"}: Get the open, high, low, close, volume and adjusted stock prices for a stock symbol from -Yahoo Finance Japan (https://finance.yahoo.co.jp/). Wrapper for \code{quantmod::getSymbols.yahooj()}. +Yahoo Finance Japan. Wrapper for \code{quantmod::getSymbols.yahooj()}. \item \code{"economic.data"}: Get economic data from \href{https://fred.stlouisfed.org/}{FRED}. rapper for \code{quantmod::getSymbols.FRED()}. \item \code{"quandl"}: Get data sets from @@ -35,13 +35,13 @@ See also \code{\link[=quandl_api_key]{quandl_api_key()}}. \href{https://data.nasdaq.com/}{Quandl}. Wrapper for \code{Quandl::Quandl.datatable()}. See also \code{\link[=quandl_api_key]{quandl_api_key()}}. \item \code{"tiingo"}: Get data sets from -\href{https://api.tiingo.com/}{Tiingo}. Wrapper for \code{riingo::riingo_prices()}. +\href{https://www.tiingo.com/}{Tiingo}. Wrapper for \code{riingo::riingo_prices()}. See also \code{\link[=tiingo_api_key]{tiingo_api_key()}}. \item \code{"tiingo.iex"}: Get data sets from -\href{https://api.tiingo.com/}{Tiingo}. Wrapper for \code{riingo::riingo_iex_prices()}. +\href{https://www.tiingo.com/}{Tiingo}. Wrapper for \code{riingo::riingo_iex_prices()}. See also \code{\link[=tiingo_api_key]{tiingo_api_key()}}. \item \code{"tiingo.crypto"}: Get data sets from -\href{https://api.tiingo.com/}{Tiingo}. Wrapper for \code{riingo::riingo_crypto_prices()}. +\href{https://www.tiingo.com/}{Tiingo}. Wrapper for \code{riingo::riingo_crypto_prices()}. See also \code{\link[=tiingo_api_key]{tiingo_api_key()}}. \item \code{"alphavantager"}: Get data sets from \href{https://www.alphavantage.co/}{Alpha Vantage}. Wrapper for \code{alphavantager::av_get()}. diff --git a/man/tq_index.Rd b/man/tq_index.Rd index 5c17cbce..e2e7b6b8 100644 --- a/man/tq_index.Rd +++ b/man/tq_index.Rd @@ -31,8 +31,7 @@ Get all stocks in a stock index or stock exchange in \code{tibble} format } \details{ \code{tq_index()} returns the stock symbol, company name, weight, and sector of every stock -in an index. The source is -\href{https://www.ssga.com/us/en/individual/etfs/fund-finder}{www.ssga.com}. +in an index. \code{tq_index_options()} returns a list of stock indexes you can choose from. diff --git a/vignettes/TQ01-core-functions-in-tidyquant.Rmd b/vignettes/TQ01-core-functions-in-tidyquant.Rmd index 3b0227e1..4367d717 100644 --- a/vignettes/TQ01-core-functions-in-tidyquant.Rmd +++ b/vignettes/TQ01-core-functions-in-tidyquant.Rmd @@ -70,7 +70,7 @@ Set `x` as one of the options in the list of options above to get the desired st tq_index("SP500") ``` -The data source is [State Street Global Advisors - US SPDRS ETFs](https://www.ssga.com/us/en/institutional/etfs). +The data source is [State Street Global Advisors](https://www.ssga.com/). ## 1.2 Stock Exchanges @@ -114,7 +114,7 @@ x8411T <- tq_get("8411.T", get = "stock.prices.japan", from = "2016-01-01", to ``` -The data source is Yahoo Finance (https://finance.yahoo.com/) and Yahoo Finance Japan (https://finance.yahoo.co.jp/). +The data source is Yahoo Finance (https://finance.yahoo.com/) and Yahoo Finance Japan. ## 2.2 FRED Economic Data @@ -207,11 +207,11 @@ tq_get("ZACKS/SHRS", get = "quandl.datatable") # Zacks Shares Out Supplement ## 2.4 Tiingo API -The [Tiingo API](https://www.tiingo.com/) is a free source for stock prices, cryptocurrencies, and intraday feeds from the IEX (Investors Exchange). This can serve as an alternate source of data to Yahoo! Finance. +The Tiingo API (https://www.tiingo.com/) is a free source for stock prices, cryptocurrencies, and intraday feeds from the IEX (Investors Exchange). This can serve as an alternate source of data to Yahoo! Finance. ### Authentication -To make full use of the integration you need to get an API key and then set your api key. If you don't have one already, go to [Tiingo](https://www.tiingo.com/) account and get your FREE API key. You can then set it as follows: +To make full use of the integration you need to get an API key and then set your api key. If you don't have one already, go to Tiingo (https://www.tiingo.com/) account and get your FREE API key. You can then set it as follows: ```{r, eval=FALSE} tiingo_api_key('')