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jimmysitu committed May 26, 2024
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31 changes: 31 additions & 0 deletions .readthedocs.yaml
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# .readthedocs.yaml
# Read the Docs configuration file
# See https://docs.readthedocs.io/en/stable/config-file/v2.html for details

# Required
version: 2

# Set the version of Python and other tools you might need
build:
os: ubuntu-22.04
tools:
python: "3.10"
# You can also specify other tool versions:
# nodejs: "16"
# rust: "1.55"
# golang: "1.17"

# Build documentation in the docs/ directory with Sphinx
sphinx:
configuration: docs/conf.py

# If using Sphinx, optionally build your docs in additional formats such as PDF
# formats:
# - pdf

# Optionally declare the Python requirements required to build your docs
python:
install:
- requirements: docs/requirements.txt
- method: pip
path: .
2 changes: 1 addition & 1 deletion README.md
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Expand Up @@ -7,7 +7,7 @@ msfinance offers Pythonic way to download stocks financial data from [morningsta
![GitHub Workflow Status (with event)](https://img.shields.io/github/actions/workflow/status/jimmysitu/msfinance/python-package.yml)


## Install
## Installation
```bash
pip install msfinance
```
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20 changes: 20 additions & 0 deletions docs/Makefile
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# Minimal makefile for Sphinx documentation
#

# You can set these variables from the command line, and also
# from the environment for the first two.
SPHINXOPTS ?=
SPHINXBUILD ?= sphinx-build
SOURCEDIR = source
BUILDDIR = build

# Put it first so that "make" without argument is like "make help".
help:
@$(SPHINXBUILD) -M help "$(SOURCEDIR)" "$(BUILDDIR)" $(SPHINXOPTS) $(O)

.PHONY: help Makefile

# Catch-all target: route all unknown targets to Sphinx using the new
# "make mode" option. $(O) is meant as a shortcut for $(SPHINXOPTS).
%: Makefile
@$(SPHINXBUILD) -M $@ "$(SOURCEDIR)" "$(BUILDDIR)" $(SPHINXOPTS) $(O)
35 changes: 35 additions & 0 deletions docs/make.bat
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@ECHO OFF

pushd %~dp0

REM Command file for Sphinx documentation

if "%SPHINXBUILD%" == "" (
set SPHINXBUILD=sphinx-build
)
set SOURCEDIR=source
set BUILDDIR=build

%SPHINXBUILD% >NUL 2>NUL
if errorlevel 9009 (
echo.
echo.The 'sphinx-build' command was not found. Make sure you have Sphinx
echo.installed, then set the SPHINXBUILD environment variable to point
echo.to the full path of the 'sphinx-build' executable. Alternatively you
echo.may add the Sphinx directory to PATH.
echo.
echo.If you don't have Sphinx installed, grab it from
echo.https://www.sphinx-doc.org/
exit /b 1
)

if "%1" == "" goto help

%SPHINXBUILD% -M %1 %SOURCEDIR% %BUILDDIR% %SPHINXOPTS% %O%
goto end

:help
%SPHINXBUILD% -M help %SOURCEDIR% %BUILDDIR% %SPHINXOPTS% %O%

:end
popd
58 changes: 58 additions & 0 deletions docs/requirements.txt
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#
# This file is autogenerated by pip-compile with python 3.10
# To update, run:
#
# pip-compile docs/requirements.in
#
alabaster==0.7.12
# via sphinx
babel==2.10.3
# via sphinx
certifi==2022.6.15
# via requests
charset-normalizer==2.1.0
# via requests
docutils==0.17.1
# via
# sphinx
# sphinx-rtd-theme
idna==3.3
# via requests
imagesize==1.4.1
# via sphinx
jinja2==3.1.2
# via sphinx
markupsafe==2.1.1
# via jinja2
packaging==21.3
# via sphinx
pygments==2.12.0
# via sphinx
pyparsing==3.0.9
# via packaging
pytz==2022.1
# via babel
requests==2.28.1
# via sphinx
snowballstemmer==2.2.0
# via sphinx
sphinx==5.0.2
# via
# -r docs/requirements.in
# sphinx-rtd-theme
sphinx-rtd-theme==1.0.0
# via -r docs/requirements.in
sphinxcontrib-applehelp==1.0.2
# via sphinx
sphinxcontrib-devhelp==1.0.2
# via sphinx
sphinxcontrib-htmlhelp==2.0.0
# via sphinx
sphinxcontrib-jsmath==1.0.1
# via sphinx
sphinxcontrib-qthelp==1.0.3
# via sphinx
sphinxcontrib-serializinghtml==1.1.5
# via sphinx
urllib3==1.26.9
# via requests
10 changes: 10 additions & 0 deletions docs/source/api.rst
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API
===

This page list all user's APIs of msfinance

.. module:: msfinance.stocks
.. autoclass:: Stock
:members:
.. autoclass:: StockBase
:members:
73 changes: 73 additions & 0 deletions docs/source/conf.py
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# Configuration file for the Sphinx documentation builder.
#
# For the full list of built-in configuration values, see the documentation:
# https://www.sphinx-doc.org/en/master/usage/configuration.html
import os
import sys

sys.path.insert(0, os.path.abspath('../../'))

# -- Project information -----------------------------------------------------
# https://www.sphinx-doc.org/en/master/usage/configuration.html#project-information

project = 'msfinance'
copyright = '2024, Jimmy Situ'
author = 'Jimmy Situ'
release = 'v0.2.2'

# -- General configuration ---------------------------------------------------
# https://www.sphinx-doc.org/en/master/usage/configuration.html#general-configuration

extensions = [
'myst_parser', # Markdown parser
'sphinx.ext.duration',
'sphinx.ext.autodoc',
'sphinx.ext.napoleon',
'sphinx.ext.intersphinx',
]

myst_enable_extensions = [
"dollarmath",
"amsmath",
"deflist",
"fieldlist",
"tasklist",
"html_image",
]


# Napoleon settings
napoleon_google_docstring = True
napoleon_numpy_docstring = False
napoleon_include_init_with_doc = False
napoleon_include_private_with_doc = False
napoleon_include_special_with_doc = True
napoleon_use_admonition_for_examples = False
napoleon_use_admonition_for_notes = False
napoleon_use_admonition_for_references = False
napoleon_use_ivar = False
napoleon_use_param = True
napoleon_use_rtype = True
napoleon_preprocess_types = False
napoleon_type_aliases = None
napoleon_attr_annotations = True



intersphinx_mapping = {
"rtd": ("https://docs.readthedocs.io/en/stable/", None),
"python": ("https://docs.python.org/3/", None),
"sphinx": ("https://www.sphinx-doc.org/en/master/", None),
}
intersphinx_disabled_domains = ["std"]

templates_path = ['_templates']
exclude_patterns = []



# -- Options for HTML output -------------------------------------------------
# https://www.sphinx-doc.org/en/master/usage/configuration.html#options-for-html-output

html_theme = 'sphinx_rtd_theme'
html_static_path = ['_static']
40 changes: 40 additions & 0 deletions docs/source/index.md
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# msfinance documentation.

## Introduction
msfinance offers Pythonic way to download stocks financial data from [morningstar.com/stocks](https://www.morningstar.com/stocks)

## Installation
```bash
pip install msfinance
```

## Quick Start
```python
#!/usr/bin/python3 -u
import msfinance as msf

stock = msf.Stock(
session='msf_database.db3',
)


print(stock.get_income_statement('aapl', 'xnas'))
print(stock.get_balance_sheet_statement('aapl', 'xnas'))
print(stock.get_cash_flow_statement('aapl', 'xnas'))

print(stock.get_growth('aapl', 'xnas'))
print(stock.get_operating_and_efficiency('aapl', 'xnas'))
print(stock.get_financial_health('aapl', 'xnas'))
print(stock.get_cash_flow('aapl', 'xnas'))
```
- More example is placed in [example](https://github.com/jimmysitu/msfinance/tree/main/example) directory. Add msfinance path to environment variable: PYTHONPATH, and run examples directly

## [API](api.rst)


```{toctree}
:maxdepth: 2
:hidden:
api
```

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