This release features the introduction of the FinanceFrame. This is a DataFrame with extras, namely the function to_toolkit
. As also visible in this example, the Finance Database can now directly convert the symbols to the Finance Toolkit 🛠️ making it possible to do combine the exploration of tickers from the Finance Database with the in-depth financial analysis from the Finance Toolkit.
As an example, it is possible to use both .select()
and .search()
and combine this with .to_toolkit()
.
![image](https://private-user-images.githubusercontent.com/46355364/269087569-1e646236-8283-42f6-8a8c-0644bc7f0fec.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.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.M3vAFOa0ncnar_SbaSaj5f67y6z2YB25BQTmV-5Pttk)
For fundamental data, you need to obtain an API Key from FinancialModelingPrep. This is used to gain access to 30+ years of financial statement both annually and quarterly. Note that the Free plan is limited to 250 requests each day, 5 years of data and only features companies listed on US exchanges.
Through the link you are able to subscribe for the free plan and also premium plans at a 15% discount. This is an affiliate link and thus supports the project at the same time. I have chosen FinancialModelingPrep as a source as I find it to be the most transparent, reliable and at an affordable price. I have yet to find a platform offering such low prices for the amount of data offered.