Yahoo API Plots

This section contains interactive plotting functions that visualize financial data retrieved from Yahoo Finance API. These plots provide comprehensive analysis of income statements, cash flow statements, balance sheets, and general financial metrics with flexible time periods and customizable parameters.

Income statement chart

Function: plot_yahoo_api_income_statement()

Creates an interactive plot of income statement data for a given ticker using Yahoo Finance API.

Input Parameters:

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

  • period1 (datetime): Start date for data retrieval (default: five years ago)

  • period2 (datetime): End date for data retrieval (default: today)

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

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

    • TotalRevenue,

    • EBITDA,

    • TotalExpenses,

    • NetIncomeCommonStockholders,

    • NetIncome

  • 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_yahoo_api_income_statement(group_by="timestamp", frequency="annual")
Income Statement Chart for MSFT stock

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="MSFT")
result = ticker.plot_yahoo_api_income_statement(group_by="timestamp", frequency="quarterly")
Income Statement Chart for MSFT stock

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="MSFT")
result = ticker.plot_yahoo_api_income_statement(group_by="field", frequency="quarterly")
Income Statement Chart for MSFT stock

Results Example 4: custom fields

from stockdex.ticker import Ticker

ticker = Ticker(ticker="MSFT")
result = ticker.plot_yahoo_api_income_statement(
    group_by="field",
    frequency="annual",
    fields_to_include=[
        "TotalRevenue",
        "CostOfRevenue",
        "GrossProfit",
        "OperatingIncome",
        "NetIncome",
    ],
)
Income Statement Chart for MSFT stock

Cash Flow Statement Chart

Function: plot_yahoo_api_cash_flow()

Creates an interactive plot of cash flow statement data for a given ticker using Yahoo Finance API.

Input Parameters:

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

  • period1 (datetime): Start date for data retrieval (default: five years ago)

  • period2 (datetime): End date for data retrieval (default: today)

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

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

    • OperatingCashFlow,

    • FreeCashFlow

  • 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="AAPL")
result = ticker.plot_yahoo_api_cash_flow(group_by="timestamp", frequency="annual")
Cash Flow Chart for AAPL stock

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AAPL")
result = ticker.plot_yahoo_api_cash_flow(group_by="timestamp", frequency="quarterly")
Cash Flow Chart for AAPL stock

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AAPL")
result = ticker.plot_yahoo_api_cash_flow(group_by="field", frequency="quarterly")
Cash Flow Chart for AAPL stock

Results Example 4: custom fields

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AAPL")
result = ticker.plot_yahoo_api_cash_flow(
    group_by="field",
    frequency="annual",
    fields_to_include=[
        "OperatingCashFlow",
        "DepreciationAndAmortization",
        "EndCashPosition",
    ],
)
Cash Flow Chart for AAPL stock

Balance Sheet Chart

Function: plot_yahoo_api_balance_sheet()

Creates an interactive plot of balance sheet data for a given ticker using Yahoo Finance API.

Input Parameters:

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

  • period1 (datetime): Start date for data retrieval (default: five years ago)

  • period2 (datetime): End date for data retrieval (default: today)

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

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

    • TotalAssets,

    • TotalDebt

  • 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="AMD")
result = ticker.plot_yahoo_api_balance_sheet(group_by="timestamp", frequency="annual")
Balance Sheet Chart for AMD stock

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AMD")
result = ticker.plot_yahoo_api_balance_sheet(group_by="timestamp", frequency="quarterly")
Balance Sheet Chart for AMD stock

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AMD")
result = ticker.plot_yahoo_api_balance_sheet(group_by="field", frequency="quarterly")
Balance Sheet Chart for AMD stock

Results Example 4: custom fields

from stockdex.ticker import Ticker

ticker = Ticker(ticker="AAPL")
result = ticker.plot_yahoo_api_balance_sheet(
    group_by="field",
    frequency="annual",
    fields_to_include=[
        "TotalAssets",
        "Payables",
        "CurrentDebt",
        "Inventory",
        "Leases"
    ],
)
Balance Sheet Chart for AAPL stock

Financials Chart

Function: plot_yahoo_api_financials()

Creates an interactive plot of general financial data for a given ticker using Yahoo Finance API.

Input Parameters:

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

  • period1 (datetime): Start date for data retrieval (default: five years ago)

  • period2 (datetime): End date for data retrieval (default: today)

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

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

    • TotalRevenue

    • EBITDA

    • TotalExpenses

    • NetIncomeCommonStockholders

    • NetIncome

  • 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="TSLA")
result = ticker.plot_yahoo_api_financials(group_by="timestamp", frequency="annual")
Financials Chart for TSLA stock

Results Example 2: quarterly frequency

from stockdex.ticker import Ticker

ticker = Ticker(ticker="TSLA")
result = ticker.plot_yahoo_api_financials(group_by="timestamp", frequency="quarterly")
Financials Chart for TSLA stock

Results Example 3: group by field

from stockdex.ticker import Ticker

ticker = Ticker(ticker="TSLA")
result = ticker.plot_yahoo_api_financials(group_by="field", frequency="quarterly")
Financials Chart for TSLA stock

Results Example 4: custom fields

from stockdex.ticker import Ticker

ticker = Ticker(ticker="TSLA")
result = ticker.plot_yahoo_api_financials(
    group_by="field",
    frequency="annual",
    fields_to_include=[
        "TotalRevenue",
        "CostOfRevenue",
        "GrossProfit",
        "OperatingIncome",
        "NetIncome",
    ],
)
Financials Chart for TSLA stock