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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.HMRa1JNNIlnZ8YnZGzhzayv_eRDkyKOlURA15ytjpUE)
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.