Appendix B — The yahooquery Package

B.1 Single Company

from yahooquery import Ticker

ticker = Ticker("NFLX")

Company information:

ticker.summary_profile
{'NFLX': {'address1': '121 Albright Way',
  'city': 'Los Gatos',
  'state': 'CA',
  'zip': '95032',
  'country': 'United States',
  'phone': '(408) 540-3700',
  'website': 'https://www.netflix.com',
  'industry': 'Entertainment',
  'industryKey': 'entertainment',
  'industryDisp': 'Entertainment',
  'sector': 'Communication Services',
  'sectorKey': 'communication-services',
  'sectorDisp': 'Communication Services',
  'longBusinessSummary': 'Netflix, Inc. provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres and languages. The company also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices. It has operations in approximately 190 countries. The company was incorporated in 1997 and is headquartered in Los Gatos, California.',
  'fullTimeEmployees': 13000,
  'companyOfficers': [],
  'maxAge': 86400}}

Historical prices:

df = ticker.history(start="2024-01-01", end="2024-01-31", adj_ohlc=True)
df.head()
open high low volume close
symbol date
NFLX 2024-01-02 483.190002 484.649994 461.859985 5049400 468.500000
2024-01-03 467.320007 475.049988 465.769989 3443700 470.260010
2024-01-04 472.980011 480.739990 466.529999 3636500 474.670013
2024-01-05 476.500000 479.549988 471.799988 2612500 474.059998
2024-01-08 473.890015 485.239990 473.649994 3675800 485.029999

B.2 Multiple Companies

from yahooquery import Ticker

tickers = Ticker( ["MSFT", "AAPL", "GOOGL"])

Company information:

tickers.summary_profile
{'MSFT': {'address1': 'One Microsoft Way',
  'city': 'Redmond',
  'state': 'WA',
  'zip': '98052-6399',
  'country': 'United States',
  'phone': '425 882 8080',
  'website': 'https://www.microsoft.com',
  'industry': 'Software - Infrastructure',
  'industryKey': 'software-infrastructure',
  'industryDisp': 'Software - Infrastructure',
  'sector': 'Technology',
  'sectorKey': 'technology',
  'sectorDisp': 'Technology',
  'longBusinessSummary': 'Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services. This segment also provides LinkedIn; and dynamics business solutions, including Dynamics 365, a set of intelligent, cloud-based applications across ERP, CRM, power apps, and power automate; and on-premises ERP and CRM applications. The Intelligent Cloud segment offers server products and cloud services, such as azure and other cloud services; SQL and windows server, visual studio, system center, and related client access licenses, as well as nuance and GitHub; and enterprise services including enterprise support services, industry solutions, and nuance professional services. The More Personal Computing segment offers Windows, including windows OEM licensing and other non-volume licensing of the Windows operating system; Windows commercial comprising volume licensing of the Windows operating system, windows cloud services, and other Windows commercial offerings; patent licensing; and windows Internet of Things; and devices, such as surface, HoloLens, and PC accessories. Additionally, this segment provides gaming, which includes Xbox hardware and content, and first- and third-party content; Xbox game pass and other subscriptions, cloud gaming, advertising, third-party disc royalties, and other cloud services; and search and news advertising, which includes Bing, Microsoft News and Edge, and third-party affiliates. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online, and retail stores. The company was founded in 1975 and is headquartered in Redmond, Washington.',
  'fullTimeEmployees': 228000,
  'companyOfficers': [],
  'irWebsite': 'http://www.microsoft.com/investor/default.aspx',
  'maxAge': 86400},
 'AAPL': {'address1': 'One Apple Park Way',
  'city': 'Cupertino',
  'state': 'CA',
  'zip': '95014',
  'country': 'United States',
  'phone': '(408) 996-1010',
  'website': 'https://www.apple.com',
  'industry': 'Consumer Electronics',
  'industryKey': 'consumer-electronics',
  'industryDisp': 'Consumer Electronics',
  'sector': 'Technology',
  'sectorKey': 'technology',
  'sectorDisp': 'Technology',
  'longBusinessSummary': 'Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.',
  'fullTimeEmployees': 164000,
  'companyOfficers': [],
  'irWebsite': 'http://investor.apple.com/',
  'maxAge': 86400},
 'GOOGL': {'address1': '1600 Amphitheatre Parkway',
  'city': 'Mountain View',
  'state': 'CA',
  'zip': '94043',
  'country': 'United States',
  'phone': '650 253 0000',
  'website': 'https://abc.xyz',
  'industry': 'Internet Content & Information',
  'industryKey': 'internet-content-information',
  'industryDisp': 'Internet Content & Information',
  'sector': 'Communication Services',
  'sectorKey': 'communication-services',
  'sectorDisp': 'Communication Services',
  'longBusinessSummary': 'Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California.',
  'fullTimeEmployees': 181269,
  'companyOfficers': [],
  'maxAge': 86400}}

Historical prices:

df = tickers.history()
df.head()
open high low close volume adjclose dividends
symbol date
MSFT 2024-01-02 373.859985 375.899994 366.769989 370.869995 25258600 368.117249 0.0
2024-01-03 369.010010 373.260010 368.510010 370.600006 23083500 367.849274 0.0
2024-01-04 370.670013 373.100006 367.170013 367.940002 20901500 365.208984 0.0
2024-01-05 368.970001 372.059998 366.500000 367.750000 20987000 365.020416 0.0
2024-01-08 369.299988 375.200012 369.010010 374.690002 23134000 371.908905 0.0

Simplifying the multi-index:

from pandas import to_datetime

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()
date symbol adjclose
0 2024-01-02 MSFT 368.117249
1 2024-01-03 MSFT 367.849274
2 2024-01-04 MSFT 365.208984
3 2024-01-05 MSFT 365.020416
4 2024-01-08 MSFT 371.908905

Pivoting the data:

prices_pivot = df.pivot(columns="symbol", values="adjclose", index="date")
prices_pivot.head()
symbol AAPL GOOGL MSFT
date
2024-01-02 184.734970 137.828705 368.117249
2024-01-03 183.351746 138.576859 367.849274
2024-01-04 181.023163 136.053101 365.208984
2024-01-05 180.296722 135.394745 365.020416
2024-01-08 184.655365 138.497055 371.908905