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| import json | |
| from phi.tools import Toolkit | |
| try: | |
| import yfinance as yf | |
| except ImportError: | |
| raise ImportError("`yfinance` not installed. Please install using `pip install yfinance`.") | |
| class YFinanceTools(Toolkit): | |
| def __init__( | |
| self, | |
| stock_price: bool = True, | |
| company_info: bool = False, | |
| stock_fundamentals: bool = False, | |
| income_statements: bool = False, | |
| key_financial_ratios: bool = False, | |
| analyst_recommendations: bool = False, | |
| company_news: bool = False, | |
| technical_indicators: bool = False, | |
| historical_prices: bool = False, | |
| ): | |
| super().__init__(name="yfinance_tools") | |
| if stock_price: | |
| self.register(self.get_current_stock_price) | |
| if company_info: | |
| self.register(self.get_company_info) | |
| if stock_fundamentals: | |
| self.register(self.get_stock_fundamentals) | |
| if income_statements: | |
| self.register(self.get_income_statements) | |
| if key_financial_ratios: | |
| self.register(self.get_key_financial_ratios) | |
| if analyst_recommendations: | |
| self.register(self.get_analyst_recommendations) | |
| if company_news: | |
| self.register(self.get_company_news) | |
| if technical_indicators: | |
| self.register(self.get_technical_indicators) | |
| if historical_prices: | |
| self.register(self.get_historical_stock_prices) | |
| def get_current_stock_price(self, symbol: str) -> str: | |
| """Use this function to get the current stock price for a given symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| Returns: | |
| str: The current stock price or error message. | |
| """ | |
| try: | |
| stock = yf.Ticker(symbol) | |
| # Use "regularMarketPrice" for regular market hours, or "currentPrice" for pre/post market | |
| current_price = stock.info.get("regularMarketPrice", stock.info.get("currentPrice")) | |
| return f"{current_price:.4f}" if current_price else f"Could not fetch current price for {symbol}" | |
| except Exception as e: | |
| return f"Error fetching current price for {symbol}: {e}" | |
| def get_company_info(self, symbol: str) -> str: | |
| """Use this function to get company information and overview for a given stock symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| Returns: | |
| str: JSON containing company profile and overview. | |
| """ | |
| try: | |
| company_info_full = yf.Ticker(symbol).info | |
| if company_info_full is None: | |
| return f"Could not fetch company info for {symbol}" | |
| company_info_cleaned = { | |
| "Name": company_info_full.get("shortName"), | |
| "Symbol": company_info_full.get("symbol"), | |
| "Current Stock Price": f"{company_info_full.get('regularMarketPrice', company_info_full.get('currentPrice'))} {company_info_full.get('currency', 'USD')}", | |
| "Market Cap": f"{company_info_full.get('marketCap', company_info_full.get('enterpriseValue'))} {company_info_full.get('currency', 'USD')}", | |
| "Sector": company_info_full.get("sector"), | |
| "Industry": company_info_full.get("industry"), | |
| "Address": company_info_full.get("address1"), | |
| "City": company_info_full.get("city"), | |
| "State": company_info_full.get("state"), | |
| "Zip": company_info_full.get("zip"), | |
| "Country": company_info_full.get("country"), | |
| "EPS": company_info_full.get("trailingEps"), | |
| "P/E Ratio": company_info_full.get("trailingPE"), | |
| "52 Week Low": company_info_full.get("fiftyTwoWeekLow"), | |
| "52 Week High": company_info_full.get("fiftyTwoWeekHigh"), | |
| "50 Day Average": company_info_full.get("fiftyDayAverage"), | |
| "200 Day Average": company_info_full.get("twoHundredDayAverage"), | |
| "Website": company_info_full.get("website"), | |
| "Summary": company_info_full.get("longBusinessSummary"), | |
| "Analyst Recommendation": company_info_full.get("recommendationKey"), | |
| "Number Of Analyst Opinions": company_info_full.get("numberOfAnalystOpinions"), | |
| "Employees": company_info_full.get("fullTimeEmployees"), | |
| "Total Cash": company_info_full.get("totalCash"), | |
| "Free Cash flow": company_info_full.get("freeCashflow"), | |
| "Operating Cash flow": company_info_full.get("operatingCashflow"), | |
| "EBITDA": company_info_full.get("ebitda"), | |
| "Revenue Growth": company_info_full.get("revenueGrowth"), | |
| "Gross Margins": company_info_full.get("grossMargins"), | |
| "Ebitda Margins": company_info_full.get("ebitdaMargins"), | |
| } | |
| return json.dumps(company_info_cleaned, indent=2) | |
| except Exception as e: | |
| return f"Error fetching company profile for {symbol}: {e}" | |
| def get_historical_stock_prices(self, symbol: str, period: str = "1mo", interval: str = "1d") -> str: | |
| """Use this function to get the historical stock price for a given symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| period (str): The period for which to retrieve historical prices. Defaults to "1mo". | |
| Valid periods: 1d,5d,1mo,3mo,6mo,1y,2y,5y,10y,ytd,max | |
| interval (str): The interval between data points. Defaults to "1d". | |
| Valid intervals: 1d,5d,1wk,1mo,3mo | |
| Returns: | |
| str: The current stock price or error message. | |
| """ | |
| try: | |
| stock = yf.Ticker(symbol) | |
| historical_price = stock.history(period="1d") | |
| return historical_price.to_json(orient="index") | |
| except Exception as e: | |
| return f"Error fetching historical prices for {symbol}: {e}" | |
| def get_stock_fundamentals(self, symbol: str) -> str: | |
| """Use this function to get fundamental data for a given stock symbol yfinance API. | |
| Args: | |
| symbol (str): The stock symbol. | |
| Returns: | |
| str: A JSON string containing fundamental data or an error message. | |
| Keys: | |
| - 'symbol': The stock symbol. | |
| - 'company_name': The long name of the company. | |
| - 'sector': The sector to which the company belongs. | |
| - 'industry': The industry to which the company belongs. | |
| - 'market_cap': The market capitalization of the company. | |
| - 'pe_ratio': The forward price-to-earnings ratio. | |
| - 'pb_ratio': The price-to-book ratio. | |
| - 'dividend_yield': The dividend yield. | |
| - 'eps': The trailing earnings per share. | |
| - 'beta': The beta value of the stock. | |
| - '52_week_high': The 52-week high price of the stock. | |
| - '52_week_low': The 52-week low price of the stock. | |
| """ | |
| try: | |
| stock = yf.Ticker(symbol) | |
| info = stock.info | |
| fundamentals = { | |
| "symbol": symbol, | |
| "company_name": info.get("longName", ""), | |
| "sector": info.get("sector", ""), | |
| "industry": info.get("industry", ""), | |
| "market_cap": info.get("marketCap", "N/A"), | |
| "pe_ratio": info.get("forwardPE", "N/A"), | |
| "pb_ratio": info.get("priceToBook", "N/A"), | |
| "dividend_yield": info.get("dividendYield", "N/A"), | |
| "eps": info.get("trailingEps", "N/A"), | |
| "beta": info.get("beta", "N/A"), | |
| "52_week_high": info.get("fiftyTwoWeekHigh", "N/A"), | |
| "52_week_low": info.get("fiftyTwoWeekLow", "N/A"), | |
| } | |
| return json.dumps(fundamentals, indent=2) | |
| except Exception as e: | |
| return f"Error getting fundamentals for {symbol}: {e}" | |
| def get_income_statements(self, symbol: str) -> str: | |
| """Use this function to get income statements for a given stock symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| Returns: | |
| dict: JSON containing income statements or an empty dictionary. | |
| """ | |
| try: | |
| stock = yf.Ticker(symbol) | |
| financials = stock.financials | |
| return financials.to_json(orient="index") | |
| except Exception as e: | |
| return f"Error fetching income statements for {symbol}: {e}" | |
| def get_key_financial_ratios(self, symbol: str) -> str: | |
| """Use this function to get key financial ratios for a given stock symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| Returns: | |
| dict: JSON containing key financial ratios. | |
| """ | |
| try: | |
| stock = yf.Ticker(symbol) | |
| key_ratios = stock.info | |
| return json.dumps(key_ratios, indent=2) | |
| except Exception as e: | |
| return f"Error fetching key financial ratios for {symbol}: {e}" | |
| def get_analyst_recommendations(self, symbol: str) -> str: | |
| """Use this function to get analyst recommendations for a given stock symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| Returns: | |
| str: JSON containing analyst recommendations. | |
| """ | |
| try: | |
| stock = yf.Ticker(symbol) | |
| recommendations = stock.recommendations | |
| return recommendations.to_json(orient="index") | |
| except Exception as e: | |
| return f"Error fetching analyst recommendations for {symbol}: {e}" | |
| def get_company_news(self, symbol: str, num_stories: int = 3) -> str: | |
| """Use this function to get company news and press releases for a given stock symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| num_stories (int): The number of news stories to return. Defaults to 3. | |
| Returns: | |
| str: JSON containing company news and press releases. | |
| """ | |
| try: | |
| news = yf.Ticker(symbol).news | |
| return json.dumps(news[:num_stories], indent=2) | |
| except Exception as e: | |
| return f"Error fetching company news for {symbol}: {e}" | |
| def get_technical_indicators(self, symbol: str, period: str = "3mo") -> str: | |
| """Use this function to get technical indicators for a given stock symbol. | |
| Args: | |
| symbol (str): The stock symbol. | |
| period (str): The time period for which to retrieve technical indicators. | |
| Valid periods: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max. Defaults to 3mo. | |
| Returns: | |
| str: JSON containing technical indicators. | |
| """ | |
| try: | |
| indicators = yf.Ticker(symbol).history(period=period) | |
| return indicators.to_json(orient="index") | |
| except Exception as e: | |
| return f"Error fetching technical indicators for {symbol}: {e}" | |