tobigs / mfinancials

Simple module for downloading financial statements and estimates from financials.morningstar.com

mfinancials

Simple module for downloading financial statements and estimates from financials.morningstar.com

Setup

Install using pip:

pip install mfinancials

or install from source:

git clone https://github.com/tobigs/mfinancials.git
cd mfinancials
python setup.py install

Usage

Basic usage

import mfinancials as mf

# Apple, Inc.
aapl = mf.Ticker("aapl")

# financials from http://financials.morningstar.com/ratios/r.html?t=aapl
aapl.financials

# key ratios from from http://financials.morningstar.com/ratios/r.html?t=aapl
aapl.keyRatios

# estimates from financials.morningstar.com/valuation/earnings-estimates.html?t=aapl
aapl.estimates

# display like morningstar website
aapl.financials.T
aapl.keyRatios.T
aapl.estimates.T

# get urls to view data on morningstar website
aapl.url_estimates
aapl.url_financials

Non-US stocks

Stocks not listed in the USA require either country or Market Identifier Code (MIC).
It is generally advised to use country, mic only for not supported countries.

# LVMH Moët Hennessy – Louis Vuitton SE
lvmh = mf.Ticker("mc", mic="XPAR")

# Samsung Electronics Co., Ltd.
smsng = mf.Ticker("005930", country="South Korea")

# list supported countries
smsng.countries

Some estimate data is in a different currency than the financials currency. To convert estimates use:

# Alibaba Group Holding Limited
baba = mf.Ticker("baba")
baba.financials
baba.estimates
baba.estimatesConv

# access currencies
baba.currency_estimates
baba.currency_financials

mfinancials's Issues

Datasource no longer supported

http://financials.morningstar.com/ratios/r.html?t=aapl
The report is no longer supported.

Module no longer functional.

Stocks with missing estimates

mdp = mf.Ticker("mdp")
mdp.estimates

Some stocks have estimates only for one year:

	High	Low	Mean	Median	30 Days Ago	60 Days Ago	90 Days Ago	Number of Estimates
('06/2021', 'Earnings Per Share USD')	nan	nan	nan	nan	2.85	2.85	nan	1
('06/2021', 'Growth %')	nan	nan	nan	nan	-127.4	-127.4	nan	1
('06/2021', 'Earnings Per Share USD')	4.18	4.18	4.18	4.18	2.85	2.85	nan	1
('06/2021', 'Growth %')	nan	nan	nan	nan	0	0	nan	1

Some don't have estimates at all. (aag= mf.Ticker("aag", country="Germany"), 10.03.2021).
Estimate should have the same structure and always consist of two years regardless of available data.

Package stopped working

Hi,

Since a week or so the package has stopped working. I think the issue is that it is unable to retrieve data from the morningstar website.

The code that i'm running is as follow, for example for adobe stock:

adbe = mf.Ticker('adbe')
adbe_ratios = adbe.keyRatios.T
adbe = adbe.financials.T

error:
AttributeError: 'NoneType' object has no attribute 'T'

The following statements are printed:
Unable to get keyRatios data for adbe
Check http://financials.morningstar.com/ratios/r.html?t=adbe

Kind regards