Annual Balance Sheet - Date issue about yahoofinancials

[JECSand]

@promexio I don’t think it’s a mistake on your end. We recently refactored to get around changes on yahoo’s end. I’ll get this fixed by tomorrow. Thanks for reporting the issue!

[JECSand]

I'm running some tests and here's what I found:

When I run:

from yahoofinancials import YahooFinancials
ticker = 'AAPL'
yahoo_financials = YahooFinancials(ticker)
balanceSheet = yahoo_financials.get_financial_stmts('annual', 'balance')['balanceSheetHistory'][ticker][0]
print(balanceSheet)

I get:

{'2019-09-30': {'cashAndCashEquivalents': 48844000000.0, 'stockholdersEquity': 90488000000.0, 'machineryFurnitureEquipment': 69797000000.0, 'properties': 0.0, 'commonStockEquity': 90488000000.0, 'investmentsAndAdvances': 105341000000.0, 'availableForSaleSecurities': 105341000000.0, 'landAndImprovements': 17085000000.0, 'investmentinFinancialAssets': 105341000000.0, 'currentDeferredRevenue': 5522000000.0, 'totalCapitalization': 182295000000.0, 'capitalStock': 45174000000.0, 'otherInvestments': 105341000000.0, 'accountsReceivable': 22926000000.0, 'shareIssued': 17772944000.0, 'payablesAndAccruedExpenses': 46236000000.0, 'totalNonCurrentLiabilitiesNetMinorityInterest': 142310000000.0, 'otherCurrentBorrowings': 10260000000.0, 'cashFinancial': 12204000000.0, 'longTermDebtAndCapitalLeaseObligation': 91807000000.0, 'otherShortTermInvestments': 51713000000.0, 'cashCashEquivalentsAndShortTermInvestments': 100557000000.0, 'receivables': 45804000000.0, 'inventory': 4106000000.0, 'accumulatedDepreciation': -58579000000.0, 'currentLiabilities': 105718000000.0, 'totalDebt': 108047000000.0, 'netPPE': 37378000000.0, 'tangibleBookValue': 90488000000.0, 'leases': 9075000000.0, 'otherNonCurrentAssets': 32978000000.0, 'currentAssets': 162819000000.0, 'otherNonCurrentLiabilities': 20958000000.0, 'otherCurrentLiabilities': 37720000000.0, 'currentDeferredLiabilities': 5522000000.0, 'workingCapital': 57101000000.0, 'totalLiabilitiesNetMinorityInterest': 248028000000.0, 'tradeandOtherPayablesNonCurrent': 29545000000.0, 'currentDebtAndCapitalLeaseObligation': 16240000000.0, 'retainedEarnings': 45898000000.0, 'commonStock': 45174000000.0, 'gainsLossesNotAffectingRetainedEarnings': -584000000.0, 'totalEquityGrossMinorityInterest': 90488000000.0, 'otherCurrentAssets': 12352000000.0, 'payables': 46236000000.0, 'accountsPayable': 46236000000.0, 'commercialPaper': 5980000000.0, 'longTermDebt': 91807000000.0, 'investedCapital': 198535000000.0, 'currentDebt': 16240000000.0, 'netTangibleAssets': 90488000000.0, 'totalAssets': 338516000000.0, 'ordinarySharesNumber': 17772944000.0, 'otherReceivables': 22878000000.0, 'cashEquivalents': 36640000000.0, 'grossPPE': 95957000000.0, 'totalNonCurrentAssets': 175697000000.0, 'netDebt': 59203000000.0}}

However when I run:

from yahoofinancials import YahooFinancials
ticker = 'AAPL'
yahoo_financials = YahooFinancials(ticker)
balanceSheet = yahoo_financials.get_financial_stmts('annual', 'balance')['balanceSheetHistory'][ticker][3]
print(balanceSheet)

I get:
{'2022-09-30': {'cashAndCashEquivalents': 23646000000.0, 'stockholdersEquity': 50672000000.0, 'machineryFurnitureEquipment': 81060000000.0, 'properties': 0.0, 'commonStockEquity': 50672000000.0, 'investmentsAndAdvances': 120805000000.0, 'availableForSaleSecurities': 120805000000.0, 'landAndImprovements': 22126000000.0, 'investmentinFinancialAssets': 120805000000.0, 'currentDeferredRevenue': 7912000000.0, 'totalCapitalization': 149631000000.0, 'capitalStock': 64849000000.0, 'otherInvestments': 120805000000.0, 'accountsReceivable': 28184000000.0, 'shareIssued': 15943425000.0, 'payablesAndAccruedExpenses': 64115000000.0, 'totalNonCurrentLiabilitiesNetMinorityInterest': 148101000000.0, 'otherCurrentBorrowings': 11128000000.0, 'cashFinancial': 18546000000.0, 'longTermDebtAndCapitalLeaseObligation': 98959000000.0, 'otherShortTermInvestments': 24658000000.0, 'cashCashEquivalentsAndShortTermInvestments': 48304000000.0, 'receivables': 60932000000.0, 'inventory': 4946000000.0, 'accumulatedDepreciation': -72340000000.0, 'currentLiabilities': 153982000000.0, 'totalDebt': 120069000000.0, 'netPPE': 42117000000.0, 'tangibleBookValue': 50672000000.0, 'leases': 11271000000.0, 'currentAssets': 135405000000.0, 'otherNonCurrentAssets': 54428000000.0, 'otherNonCurrentLiabilities': 32485000000.0, 'otherCurrentLiabilities': 60845000000.0, 'currentDeferredLiabilities': 7912000000.0, 'workingCapital': -18577000000.0, 'totalLiabilitiesNetMinorityInterest': 302083000000.0, 'tradeandOtherPayablesNonCurrent': 16657000000.0, 'currentDebtAndCapitalLeaseObligation': 21110000000.0, 'retainedEarnings': -3068000000.0, 'commonStock': 64849000000.0, 'gainsLossesNotAffectingRetainedEarnings': -11109000000.0, 'totalEquityGrossMinorityInterest': 50672000000.0, 'otherCurrentAssets': 21223000000.0, 'payables': 64115000000.0, 'accountsPayable': 64115000000.0, 'commercialPaper': 9982000000.0, 'longTermDebt': 98959000000.0, 'investedCapital': 170741000000.0, 'currentDebt': 21110000000.0, 'netTangibleAssets': 50672000000.0, 'totalAssets': 352755000000.0, 'ordinarySharesNumber': 15943425000.0, 'otherReceivables': 32748000000.0, 'cashEquivalents': 5100000000.0, 'grossPPE': 114457000000.0, 'totalNonCurrentAssets': 217350000000.0, 'netDebt': 96423000000.0}}

So I'm thinking the issue is:
balanceSheet = yahoo_financials.get_financial_stmts('annual', 'balance')['balanceSheetHistory'][ticker][0]
Should be:
balanceSheet = yahoo_financials.get_financial_stmts('annual', 'balance')['balanceSheetHistory'][ticker][3]

[promexio]

Thx for your decent tests. You're right. Only, I don't understand, why it's working for the P&L and the CF ... also, if I look to the datasheets on the yahoo finance website, the data presentation seems to be slightly different for the balance sheet, like very bizarre. I'll adapt my script.

[promexio]

on the CF-statement I need to put 4:
cashflowStatement = yahoo_financials.get_financial_stmts('annual', 'cash')['cashflowStatementHistory'][ticker][4][last_quarter_reported]

And the big question is: is that always true or do I need more "intelligence code" in the background...?