michaelphartmann / finmesh

A python package that brings together financial and economic data.

Michael Hartmann

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Hey there! I am a finance grad, programmer, coffee enthusiast and former framer. My pronouns are He/Him.

My main languages are Python and JavaScript. In general I use Python for my personal projects and JavaScript at work. I'm always learning something new in the coding world, whether it be an entire language or an algorithm.

My largest project is FinMesh, a Python wrapper for IEX Cloud and a couple other financial data APIs. The rest of my projects are a mix of personal project, task automation, and backend stuff.

Most of my repositories here will have a README that explains the idea behind the project. You can also find project summaries and my full resume on my personal website HERE.

What am I currently working on?

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I'm currently working as a Solutions Engineer in the Ad Optimization space.

I usually have a couple personal projects that I come back to once in a while. These include FinMesh, my Python library that acts as an abstration layer for various financial data APIs, and challenges like implementing machine learning algorithms in plain Python.

How can you contact me?

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I have a LinkedIn profile where I am active every day. Connect with me and send me a message, even if it's just to say hi! You can find that HERE.

You can also send me an email here: [email protected]

Languages and Frameworks I'm Familiar With

Tools I'm Familiar With

finmesh's Issues

async support

Add support for asynchronous requests to speed up overall usage.

Ability to handle IEX tokens without setting environment variables

IEX tokens are currently used directly from environment variables. This works fine for use of the wrapper as-is but does not allow for extension of FinMesh into other applications.

You should be able to configure how the tokens are set such that you can use external input (such as command-line) to supply tokens to the program.

This would also be useful in GUI applications because the user can have the token stored in an account and FinMesh could serve data through the GUI, making data super accessible to non-programmers.

Sentiment Analysis in Financial Reports

Using the text from 10-ks and 10-Q's perform frequency and sentiment analysis on the language.

Polygon.io Docs

The documentation for getting started with other APIs is pretty well built, add in Polygon.io thigns to know.

Add Support for Polygon.io Options Endpoint

Update documentation to reflect changes to API key use

You no longer need to use environment variables to set API keys, and the documentation should be rewritten to reflect this.

This change makes the project more open to integration into other projects.

IEX.STOCK Functionality Broken

Describe the Bug:

Somewhere along the line the relative import system contained within the IEX module broke, resulting in not being able to import the stock module.

Steps to Reproduce the Behaviour:

from FinMesh.iex import stock

The issue appears to have started as of Version 1.8.0, recommend to install that version until this issue is resolved.

Scrape EDGAR 10-Ks into dictionary

Use DOM traversal to find and scrape financial statement data from annual filings

Scrape EDGAR 10-Qs into dictionary

Use DOM traversal to find and scrape financial statement data from quarterly reports

Add Support for Polygon.io Stocks Endpoint

Rewrite project README

The project README was originally written a few years ago and needs to be refreshed

Add Support for Polygon.io Currency Endpoint

Premium module should be merged into stock module

The premium module currently has functionality overlap with the stock module.

It also creates confusion because there is no premium endpoint or sub-directory in IEX.

All modules (minus common module) should adhere to the sub-directory naming convention used in IEX.

Add support for Polygon.io account auth and api access

CSV historical price data

Implement historical price data in CSV form for the new iex class.