For ETFs & Mutual Funds, add fundProfile & fundPerformance details

[thirumalairajr]

Hi,

This change will add support for showing fundProfile & fundPerformance of ETFs and Mutual Funds.

fundProfile will add support for useful fields like

• family
• categoryName
• brokerages
• managementInfo
• feesExpensesInvestment
• feesExpensesInvestmentCat

fundPerfomance will add support for useful fields like

• trailingReturns
• trailingReturnsCat
• trailingReturnsNav
• performanceOverview
• performanceOverviewCat
• riskOverviewStatistics
• riskOverviewStatisticsCat
• rankInCategory
• loadAdjustedReturns
• pastQuarterlyReturns
• annualTotalReturns
• returnsCat

[ValueRaider]

This is fine, but we have temporarily frozen dev branch for new features while @fredrik-corneliusson refactors base.py (work in progress). We expect to unfreeze with a week.

[thirumalairajr]

Sure that works !!

[ValueRaider]

dev is open now, so when you handle the conflict I can merge. Conflict caused by recent major refactor so be careful.

[fredrik-corneliusson]

@thirumalairajr The changes should now go into this file:
https://github.com/ranaroussi/yfinance/blob/dev/yfinance/scrapers/quote.py#L99

[thirumalairajr]

@fredrik-corneliusson Sure I will make the changes

[thirumalairajr]

@ValueRaider I have resolved the merge conflicts.

[ValueRaider]

Code is fine. I've examined info[] for first time and see some new entries are time-series data - trailingReturns, annualTotalReturns, pastQuarterlyReturns. These should go in a Pandas table, can you implement that?

An alternative is blacklist those keys with a comment and someone else implement in future. And maybe just add most recent value of each.

[thirumalairajr]

@ValueRaider I can implement the pandas way as I see value in that approach. Adding only the recent value of each might not be useful as this data is consumed with history.

But I don't think trailingReturns is a time-series data , the access pattern for this would be mostly key-based lookup for getting 10 year , 5 year returns etc.,

I can create annual_total_returns, past_quarterly_returns functions to return annualTotalReturns & pastQuarterlyReturns data as dataframe. Shall I start working on it?

[ValueRaider]

Ah you're right on trailingReturns, I must have got mixed up.

Go ahead with Pandas.

[ValueRaider]

Abandoned. Anyone want to take over and finish?

[ericpien]

Abandoned. Anyone want to take over and finish?

I'll take it over and track it at #2040