From f84a2d141c955b20770805a179d6ccb38dac153c Mon Sep 17 00:00:00 2001
From: MJ Rossetti <s2t2@users.noreply.github.com>
Date: Sat, 16 Nov 2024 14:05:31 -0500
Subject: [PATCH] Financial datasets

---
 .../pandas-datareader.qmd                     | 18 +++----------
 .../financial-data-sources/yahooquery.qmd     | 27 ++++++++++---------
 .../notes/financial-data-sources/yfinance.qmd |  6 ++---
 3 files changed, 20 insertions(+), 31 deletions(-)

diff --git a/docs/notes/financial-data-sources/pandas-datareader.qmd b/docs/notes/financial-data-sources/pandas-datareader.qmd
index cc8c3ff..eaeb1dc 100644
--- a/docs/notes/financial-data-sources/pandas-datareader.qmd
+++ b/docs/notes/financial-data-sources/pandas-datareader.qmd
@@ -85,21 +85,9 @@ We can access [FRED datasets](https://fred.stlouisfed.org/) directly in Python u
 ```{python}
 from pandas_datareader import get_data_fred
 
-dataset_id = "GDP"
-df = get_data_fred(dataset_id)
-df.head()
-```
-
-
-Specifying start and end dates, as desired:
-
-```{python}
-from datetime import datetime
-from pandas_datareader import get_data_fred
-
-start = datetime(1900, 1, 1)
-end = datetime(2023, 1, 1)
+dataset_id = "GDP" # quarterly
 
-df = get_data_fred(dataset_id, start, end)
+#df = get_data_fred(dataset_id)
+df = get_data_fred(dataset_id, start="2001-01-01", end="2023-01-01")
 df.head()
 ```
diff --git a/docs/notes/financial-data-sources/yahooquery.qmd b/docs/notes/financial-data-sources/yahooquery.qmd
index e7201b3..106e049 100644
--- a/docs/notes/financial-data-sources/yahooquery.qmd
+++ b/docs/notes/financial-data-sources/yahooquery.qmd
@@ -15,6 +15,7 @@ execute:
 #| echo: false
 import warnings
 warnings.simplefilter(action='ignore', category=FutureWarning)
+#warnings.filterwarnings("ignore")
 ```
 
 ## Single Company
@@ -22,39 +23,42 @@ warnings.simplefilter(action='ignore', category=FutureWarning)
 ```{python}
 from yahooquery import Ticker
 
-symbol = "NFLX"
-
-ticker = Ticker(symbol)
-ticker
+ticker = Ticker("NFLX")
 ```
 
+Company information:
+
 ```{python}
 ticker.summary_profile
 ```
 
+Historical prices:
 
 
 ```{python}
 df = ticker.history(start="2024-01-01", end="2024-01-31", adj_ohlc=True)
-#print(df.index)
-
 df.head()
 ```
 
+
 ## Multiple Companies
 
 ```{python}
 from yahooquery import Ticker
 
-symbols = ["MSFT", "AAPL", "GOOGL"]
+tickers = Ticker( ["MSFT", "AAPL", "GOOGL"])
+```
+
+Company information:
 
-tickers = Ticker(symbols)
-tickers
+```{python}
+tickers.summary_profile
 ```
 
+Historical prices:
+
 ```{python}
 df = tickers.history()
-#print(df.index)
 df.head()
 ```
 
@@ -63,13 +67,10 @@ Simplifying the multi-index:
 ```{python}
 from pandas import to_datetime
 
-df = tickers.history()
-#print(df.index)
 df["symbol"] = df.index.get_level_values(0)
 df["date"] = to_datetime(df.index.get_level_values(1)).date
 
 df.reset_index(drop=True, inplace=True)
-
 df[["date", "symbol", "adjclose"]].head()
 ```
 
diff --git a/docs/notes/financial-data-sources/yfinance.qmd b/docs/notes/financial-data-sources/yfinance.qmd
index 1cb0152..1756c20 100644
--- a/docs/notes/financial-data-sources/yfinance.qmd
+++ b/docs/notes/financial-data-sources/yfinance.qmd
@@ -5,7 +5,7 @@ Fetching data from Yahoo Finance:
 ```{python}
 import yfinance as yf
 
-ticker = "NVDA"
-df = yf.download(ticker, start="2014-01-01", end="2024-01-01")
-df
+symbol = "NVDA"
+df = yf.download(symbol, start="2014-01-01", end="2024-01-31")
+df.head()
 ```