Financial Data Processing Script

This project retrieves financial data for a list of stock tickers from Yahoo Finance using the yfinance library and saves it to a CSV file. It checks if data already exists and only fetches data that is missing or out-of-date.

Project Structure

• tickers.csv: Contains a list of stock tickers to retrieve data for.
• financial_data.csv: Stores the financial data of each ticker including Total Revenue, Net Income, Net income to total revenue ratio, Market Cap, Free Cash Flow, and EPS.
• financial_data.py: Python script to fetch, process, and save the financial data.
• filter_financial_data.py: Python script to filter and output financial data based on provided thresholds.
• requirements.txt: Lists the required Python packages for this project.

CSV File Format

tickers.csv

Ticker
A
AA
...

financial_data.csv

Ticker	Total Revenue	Net Income	Net income to total revenue ratio	Market Cap	Free Cash Flow	EPS
A	...	...	...	...	...	...
AA	...	...	...	...	...	...
...	...	...	...	...	...	...

Installation

1. Clone the repository to your local machine.
2. Install the required dependencies using pip:

pip install -r requirements.txt

Usage

Fetching Financial Data

1. Prepare tickers.csv:
   Add the stock tickers you want to process in tickers.csv. This file should contain a single column with the header Ticker.

2. Run the script:

python financial_data.py

This will fetch financial data for each ticker in tickers.csv, and save the results in financial_data.csv.

Filtering Financial Data

1. Filter financial data based on custom thresholds
   You can filter the data using the filter_financial_data.py script. This script allows you to specify threshold values for several metrics and outputs the filtered results to a CSV file.

2. Run the filtering script:

python filter_financial_data.py

Example:

python filter_financial_data.py financial_data.csv filtered_financial_data.csv 5000000000 1000000000 0.05 20000000000 1.0 5.0

This will filter rows from financial_data.csv where:

• Total Revenue > 5,000,000,000
• Net Income > 1,000,000,000
• Net Income to Total Revenue Ratio > 0.05
• Free Cash Flow > 1.0
• EPS > 5.0
• Market Cap > 20,000,000,000

How it Works

1. Read Tickers: The script reads the list of stock tickers from tickers.csv.
2. Fetch Financial Data: For each ticker, it checks if data exists in financial_data.csv. If any required fields are missing, it fetches the data using yfinance.
3. Save Financial Data: The script appends the data for each ticker to financial_data.csv.

Requirements

• Python 3.7+
• Required Python Libraries:

pandas
yfinance

Notes

• This script only fetches financial data for tickers that are missing or have incomplete data in financial_data.csv.
• Supported financial metrics include:
  • Total Revenue (TTM)
  • Net Income (TTM)
  • Net Income to Total Revenue Ratio
  • Market Capitalization
  • Free Cash Flow
  • Earnings Per Share (EPS)