Macrotrends Plots

This section contains interactive plotting functions that visualize financial data scraped from Macrotrends.com. These plots provide comprehensive views of income statements, balance sheets, and cash flow statements with customizable parameters for frequency, grouping, and field selection.

Income Statement Chart

Function: plot_macrotrends_income_statement()

Creates an interactive plot of income statement data for a given ticker from Macrotrends.

Input Parameters:

• fields_to_include (list): Financial fields to include in the plot. Defaults to:

  • Revenue

  • Income After Taxes

• frequency (str): Data frequency - annual or quarterly (default: annual)

• group_by (str): Grouping method - field or timeframe (default: timeframe)

• show_plot (bool): Whether to display the plot (default: True)

Returns: plotly express line or bar chart object

Results Example 1: annual frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="GOOG")
result = ticker.plot_macrotrends_income_statement()

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="GOOG")
result = ticker.plot_macrotrends_income_statement(frequency="quarterly", show_plot=True)

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="GOOG")
result = ticker.plot_macrotrends_income_statement(frequency="annual", show_plot=True, group_by="field")

Balance Sheet Chart

Function: plot_macrotrends_balance_sheet()

Creates an interactive plot of balance sheet data for a given ticker from Macrotrends.

Input Parameters:

• fields_to_include (list): Financial fields to include in the plot. Defaults to:

  • Cash On Hand

  • Total Assets

  • Total Liabilities

• frequency (str): Data frequency - annual or quarterly (default: annual)

• group_by (str): Grouping method - field or timeframe (default: timeframe)

• show_plot (bool): Whether to display the plot (default: True)

Returns: plotly express line or bar chart object

Results Example 1: annual frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="KO")
result = ticker.plot_macrotrends_income_statement(frequency="annual", show_plot=True)

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AMZN")
result = ticker.plot_macrotrends_balance_sheet(frequency="quarterly", show_plot=True)

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AMZN")
result = ticker.plot_macrotrends_balance_sheet(frequency="annual", show_plot=True, group_by="field")

Cash Flow Chart

Function: plot_macrotrends_cash_flow()

Creates an interactive plot of cash flow statement data for a given ticker from Macrotrends.

Input Parameters:

• fields_to_include (list): Financial fields to include in the plot. Defaults to:

  • Net Income/Loss

  • Common Stock Dividends Paid

  • Net Long-Term Debt

• frequency (str): Data frequency - annual or quarterly (default: annual)

• group_by (str): Grouping method - field or timeframe (default: timeframe)

• show_plot (bool): Whether to display the plot (default: True)

Returns: plotly express line or bar chart object

Results Example 1: annual frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="MSFT")
result = ticker.plot_macrotrends_cash_flow(frequency="annual", show_plot=True)

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="MSFT")
result = ticker.plot_macrotrends_cash_flow(frequency="quarterly", show_plot=True)

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="MSFT")
result = ticker.plot_macrotrends_cash_flow(frequency="annual", show_plot=True, group_by="field")