public async Task <IActionResult> PutFinancialStatements(int id, FinancialStatements financialStatements) { if (id != financialStatements.TransactionId) { return(BadRequest()); } _context.Entry(financialStatements).State = EntityState.Modified; try { await _context.SaveChangesAsync(); } catch (DbUpdateConcurrencyException) { if (!FinancialStatementsExists(id)) { return(NotFound()); } else { throw; } } return(NoContent()); }
public bool TryGetFinancialData(string ticker, Exchange?exchange, out FinancialStatements financialData, out string message) { /* * Sources * ******* * * Nasdaq - 4 years, from 2016 to 2019 * https://api.nasdaq.com/api/company/AAPL/financials?frequency=1 * * Reuters - 6 years, from 2014 to 2019 * https://www.reuters.com/companies/api/getFetchCompanyFinancials/AAPL.OQ * * Financial statement from Apple site * https://investor.apple.com/sec-filings/sec-filings-details/default.aspx?FilingId=13709514 * http://d18rn0p25nwr6d.cloudfront.net/CIK-0000320193/c0dc1bce-6ba9-4131-af22-54dab3277c8e.html# * * The problem is that neither of both are usefull to calculate future cashflows. * I have to use EDGAR, but: * Pending to parse, store and read the datasets * Pending to parse, store and read the file indexes * Pending to access the files */ return(financialDataSource.TryGetFinancialData(ticker, exchange, out financialData, out message)); }
public bool TryGetFinancialData(string ticker, Exchange?exchange, out FinancialStatements financialData, out string errorMessage) { //Example //https://api.nasdaq.com/api/company/AAPL/financials?frequency=1 bool ok = NasdaqApiCaller.GetFinancialData(ticker, out string jsonResponse, out errorMessage); dynamic rawdata = JsonConvert.DeserializeObject(jsonResponse); throw new NotImplementedException(); }
/// <summary> /// Creates an instance of the FineFundamental class /// </summary> public FineFundamental() { CompanyReference = new CompanyReference(); SecurityReference = new SecurityReference(); FinancialStatements = new FinancialStatements(); EarningReports = new EarningReports(); OperationRatios = new OperationRatios(); EarningRatios = new EarningRatios(); ValuationRatios = new ValuationRatios(); }
/// <summary> /// Creates an instance of the FineFundamental class /// </summary> public FineFundamental() { CompanyReference = new CompanyReference(); SecurityReference = new SecurityReference(); FinancialStatements = new FinancialStatements(); EarningReports = new EarningReports(); OperationRatios = new OperationRatios(); EarningRatios = new EarningRatios(); ValuationRatios = new ValuationRatios(); }
/// <summary> /// Sets values for non existing periods from a previous instance /// </summary> /// <remarks>Used to fill-forward values from previous dates</remarks> /// <param name="previous">The previous instance</param> public void UpdateValues(FineFundamental previous) { CompanyReference.UpdateValues(previous.CompanyReference); SecurityReference.UpdateValues(previous.SecurityReference); FinancialStatements.UpdateValues(previous.FinancialStatements); EarningReports.UpdateValues(previous.EarningReports); OperationRatios.UpdateValues(previous.OperationRatios); EarningRatios.UpdateValues(previous.EarningRatios); ValuationRatios.UpdateValues(previous.ValuationRatios); }
/// <summary> /// Creates an instance of the FineFundamental class /// </summary> public FineFundamental() { DataType = MarketDataType.Auxiliary; CompanyReference = new CompanyReference(); SecurityReference = new SecurityReference(); FinancialStatements = new FinancialStatements(); EarningReports = new EarningReports(); OperationRatios = new OperationRatios(); EarningRatios = new EarningRatios(); ValuationRatios = new ValuationRatios(); }
/// <summary> /// Applies updated values from <paramref name="update"/> to this instance /// </summary> /// <remarks>Used to apply data updates to the current instance. This WILL overwrite existing values. Default update values are ignored.</remarks> /// <param name="update">The next data update for this instance</param> public void UpdateValues(FineFundamental update) { if (update == null) { return; } CompanyReference?.UpdateValues(update.CompanyReference); SecurityReference?.UpdateValues(update.SecurityReference); FinancialStatements?.UpdateValues(update.FinancialStatements); EarningReports?.UpdateValues(update.EarningReports); OperationRatios?.UpdateValues(update.OperationRatios); EarningRatios?.UpdateValues(update.EarningRatios); ValuationRatios?.UpdateValues(update.ValuationRatios); CompanyProfile?.UpdateValues(update.CompanyProfile); AssetClassification?.UpdateValues(update.AssetClassification); }
/// <summary> /// Sets values for non existing periods from a previous instance /// </summary> /// <remarks>Used to fill-forward values from previous dates</remarks> /// <param name="previous">The previous instance</param> public void UpdateValues(FineFundamental previous) { if (previous == null) { return; } if (CompanyReference != null) { CompanyReference.UpdateValues(previous.CompanyReference); } if (SecurityReference != null) { SecurityReference.UpdateValues(previous.SecurityReference); } if (FinancialStatements != null) { FinancialStatements.UpdateValues(previous.FinancialStatements); } if (EarningReports != null) { EarningReports.UpdateValues(previous.EarningReports); } if (OperationRatios != null) { OperationRatios.UpdateValues(previous.OperationRatios); } if (EarningRatios != null) { EarningRatios.UpdateValues(previous.EarningRatios); } if (ValuationRatios != null) { ValuationRatios.UpdateValues(previous.ValuationRatios); } if (CompanyProfile != null) { CompanyProfile.UpdateValues(previous.CompanyProfile); } if (AssetClassification != null) { AssetClassification.UpdateValues(previous.AssetClassification); } }
public bool TryGetFinancialData(string ticker, Exchange?exchange, out FinancialStatements financialData, out string message) { throw new NotImplementedException(); }
public async Task <ActionResult <FinancialStatements> > PostFinancialStatements(FinancialStatements financialStatements) { _context.TransactionLog.Add(financialStatements); await _context.SaveChangesAsync(); //return CreatedAtAction("GetFinancialStatements", new { id = financialStatements.Id }, financialStatements); return(CreatedAtAction(nameof(GetFinancialStatements), new { id = financialStatements.TransactionId }, financialStatements)); }
public bool TryGetFinancialData(string ticker, Exchange?exchange, out FinancialStatements financialData, out string message) { //https://financialmodelingprep.com/developer/docs/#Company-Financial-Statements throw new NotImplementedException(); }
public bool TryGetFinancialData(string ticker, Exchange?exchange, out FinancialStatements financialData, out string errorMessage) { //Example //https://www.reuters.com/companies/api/getFetchCompanyFinancials/AAPL.OQ bool ok = false; string jsonResponse = "{}"; string internalTicker = ""; internalTicker = $"{ticker}{Translate(exchange.Value)}"; ok = ReutersApiCaller.GetFinancialData(internalTicker, out jsonResponse, out errorMessage); //If it fails the first try, it tries with all exchanges if (ok == false) { internalTicker = $"{ticker}"; ok = ReutersApiCaller.GetFinancialData(internalTicker, out jsonResponse, out errorMessage); Exchange[] exchanges = (Exchange[])Enum.GetValues(typeof(Exchange)); int i = 0; while (ok == false && i < exchanges.Length) { Exchange ex = exchanges[i]; internalTicker = $"{ticker}{Translate(ex)}"; ok = ReutersApiCaller.GetSummary(internalTicker, out jsonResponse, out errorMessage); i++; } } if (ok) { dynamic rawdata = JsonConvert.DeserializeObject(jsonResponse); financialData = new FinancialStatements() { IncomeStatement = new AccountingItem() { IsAnnual = true, Childs = new List <AccountingItem>(), }, BalanceSheet = new AccountingItem() { IsAnnual = true, Childs = new List <AccountingItem>(), }, CashFlowStatement = new AccountingItem() { IsAnnual = true, Childs = new List <AccountingItem>(), }, }; AddValues(financialData.IncomeStatement.Childs, rawdata.market_data.financial_statements.income.annual); AddValues(financialData.BalanceSheet.Childs, rawdata.market_data.financial_statements.balance_sheet.annual); AddValues(financialData.CashFlowStatement.Childs, rawdata.market_data.financial_statements.cash_flow.annual); return(true); } else { if (exchange.HasValue) { errorMessage = $"It can't find financial data for ticker {ticker} in exchange {exchange.Value.ToString()}."; } else { errorMessage = $"It can't find financial data for ticker {ticker} in all markets available."; } financialData = null; return(false); } }