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fix(dataflows): state the vintage rule on yfinance statements
- periods are cut at the fiscal period end and the vendor reports no filing date, so the newest period may not have been published yet
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@@ -374,7 +374,8 @@ def get_balance_sheet(
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# Add header information
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header = f"# Balance Sheet data for {canonical} ({freq})\n"
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header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
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header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n"
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header += _PERIOD_END_VINTAGE
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return header + csv_string
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@@ -409,7 +410,8 @@ def get_cashflow(
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# Add header information
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header = f"# Cash Flow data for {canonical} ({freq})\n"
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header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
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header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n"
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header += _PERIOD_END_VINTAGE
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return header + csv_string
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@@ -444,7 +446,8 @@ def get_income_statement(
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# Add header information
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header = f"# Income Statement data for {canonical} ({freq})\n"
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header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
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header += f"# Data retrieved on: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n"
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header += _PERIOD_END_VINTAGE
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return header + csv_string
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@@ -454,6 +457,17 @@ def get_income_statement(
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return f"Error retrieving income statement for {ticker}: {str(e)}"
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# This vendor dates a statement by the period it covers, not by the day it was
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# filed, and carries no filing date to do better. A company files weeks after its
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# period ends, so a run dated in that gap can be served figures that were not yet
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# public. Say so rather than implying the stricter guarantee (SEC EDGAR, which
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# does carry filing dates, serves US filers as filed).
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_PERIOD_END_VINTAGE = (
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"# Periods are cut at the fiscal period end; this vendor does not report "
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"filing dates, so the most recent period may not have been published yet.\n\n"
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)
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def get_insider_transactions(
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ticker: Annotated[str, "ticker symbol of the company"],
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curr_date: Annotated[str | None, "only filings on or before this date, yyyy-mm-dd"] = None,
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