Research

The Research class is the access point to retrieve either research reports or trade ideas from Yahoo Finance. You must be a subscriber to Yahoo Finance Premium to utilize this class.

Import¶

from yahooquery import Research

Create Instance¶

r = Research(username='username@yahoo.com', password='password')

Research¶

reports¶

Details

Description: Retrieve research reports from Yahoo Finance
Return: pandas.DataFrame
Arguments

Argument	Description	Type	Default	Required	Options
size	Number of trades to return	`int`	`100`	optional
investment_rating	Type of investment rating	`str` or `list`	None	optional	See below
sector	Sector	`str` or `list`	None	optional	See below
report_type	Report types	`str` or `list`	None	optional	See below
report_date	Date range	`str`	None	optional	See below

investment_rating

{
    'options': ['Bearish', 'Bullish'],
    'multiple': True
}

sector

{
    'options': [
        'Basic Materials', 'Communication Services', 'Consumer Cyclical',
        'Consumer Defensive', 'Energy', 'Financial Services', 'Healthcare',
        'Industrial', 'Real Estate', 'Technology', 'Utilities'],
    'multiple': True
}

report_type

{
    'options': [
        'Analyst Report', 'Insider Activity', 'Market Outlook', 'Market Summary',
        'Market Update', 'Portfolio Ideas', 'Quantitative Report', 'Sector Watch',
        'Stock Picks', 'Technical Analysis', 'Thematic Portfolio', 'Top/Bottom Insider Activity'
    ],
    'multiple': True
}

report_date

{
    'options': {
        'Last Week': 7,
        'Last Month': 30,
        'Last Year': 365
    },
    'multiple': False
}

Warning

If using a str for the arguments that can either be a str or list, they have to be comma separated, i.e. sector='Financial Services, Technology'.

Example

r = Research(username='username@yahoo.com', password=password)
r.reports(
    report_type='Analyst Report, Insider Activity',
    report_date='Last Week'
)

Data

	Report Date	Report type	Report title	Tickers	Sector	Rating	Investment Rating	Target Price	Earnings Estimates
0	2020-07-31T00:00:00.000Z	Analyst Report	CME Group is a futures and derivatives exchange and clearing company. It operates exchanges such as the Chicago Mercantile Exchange (CME), Chicago Board of Trade (CBOT), New York Mercantile Exchange (NYMEX), Commodity Exchange (COMEX) and the Kansas City Board of Trade (KCBT). In addition, CME offers a range of market data and information services. CME shares are a component of the S&P 500.	['CME']	['Financial Services']	Maintained	Bullish	Decreased	Decreased
1	2020-07-31T00:00:00.000Z	Analyst Report	Mastercard operates the world's second-largest electronic payments network, providing processing services and payment product platforms, including credit, debit, ATM, prepaid and commercial payments under the Mastercard, Maestro, and Cirrus brands. Mastercard went public in 2006 and is a member of the S&P 500.	['MA']	['Financial Services']	Maintained	Bullish	Increased	Decreased
2	2020-07-31T00:00:00.000Z	Analyst Report	Blackstone Group is one of the world's leading managers of alternative assets, including private equity, real estate, hedge funds, credit-oriented funds, and closed-end mutual funds. In recent years, Blackstone has rapidly grown its fee-earning assets under management, and its assets are relatively well balanced among private equity, real estate, hedge funds, and credit. The company converted from a publicly traded partnership to a corporation on July 1, 2019.	['BX']	['Financial Services']	Maintained	Bullish	Maintained	Decreased
3	2020-07-31T00:00:00.000Z	Analyst Report	Northrop Grumman is a leading global defense contractor, providing systems integration, defense electronics, information technology, and advanced aircraft and space technology. The shares are a component of the S&P 500. The company has 90,000 employees.	['NOC']	['Industrials']	Maintained	Bullish	Maintained	Increased
4	2020-07-31T00:00:00.000Z	Analyst Report	Starbucks is a leading retailer of fresh-brewed coffee and branded merchandise. Its brands include Starbucks, Tazo Tea, and Frappuccino. With a market cap of more than $90 billion, SBUX shares are generally considered large-cap growth.	['SBUX']	['Consumer Cyclical']	Maintained	Bullish	Maintained	Decreased

trades¶

Details

Description: Retrieve trade ideas from Yahoo Finance
Return: pandas.DataFrame
Arguments

Argument	Description	Type	Default	Required	Options
size	Number of trades to return	`int`	`100`	optional
trend	Type of investment rating	`str` or `list`	None	optional	See below
sector	Sector	`str` or `list`	None	optional	See below
term	Term length (short, mid, long)	`str` or `list`	None	optional	See below
startdatetime	Date range	`str`	None	optional	See below

trend

{
    'options': ['Bearish', 'Bullish'],
    'multiple': True
}

sector

{
    'options': [
        'Basic Materials', 'Communication Services', 'Consumer Cyclical',
        'Consumer Defensive', 'Energy', 'Financial Services', 'Healthcare',
        'Industrial', 'Real Estate', 'Technology', 'Utilities'],
    'multiple': True
}

term

{
    'options': ['Short term', 'Mid term', 'Long term'],
    'multiple': True
}

startdatetime

{
    'options': {
        'Last Week': 7,
        'Last Month': 30,
        'Last Year': 365
    },
    'multiple': False
}

Warning

If using a str for the arguments that can either be a str or list, they have to be comma separated, i.e. sector='Financial Services, Technology'.

Example

r = Research(username='username@yahoo.com', password=password)
r.trades(
    sector=['Financial Services', 'Technology'],
    term='Short term',
    startdatetime='Last Week'
)

Data

	Idea Date	Term	Ticker	Rating	Price Target	Rate of Return	ID	Image URL	Company Name	Price Timestamp	Current Price	Title	Highlights	Description
0	2020-07-30T00:00:00.000Z	Short term	BHLB	Sell	8.3	-0.177134	tc_USvyP6AAPGJwApgABAACAAAD6CIg	https://s.yimg.com/uc/fin/img/bearish-continuation-wedge.svg	Berkshire Hills Bancorp, Inc.	1596225965000	9.96	Berkshire Hills Bancorp, Inc. - BHLB forms a Continuation Wedge (Bearish) pattern		['This stock has formed a pattern called Continuation Wedge (Bearish), providing a target price for the short-term in the range of 8.10 to 8.50.', 'The price recently crossed below its moving average signaling a new downtrend has been established.']
1	2020-07-30T00:00:00.000Z	Short term	FISV	Buy	107.82	0.070492	tc_USvyO_AAPKkQAGgABAACAAAD6CJg	https://s.yimg.com/uc/fin/img/bullish-double-bottom.svg	Fiserv, Inc.	1596225601000	99.79	Fiserv, Inc. - FISV forms a Double Bottom pattern		['This stock has formed a pattern called Double Bottom, providing a target price for the short-term in the range of 107.00 to 108.50.', 'The Intermediate-Term KST indicator has triggered a bullish signal by rising above its moving average.']