_QUERY1_URL_ = 'https://query1.finance.yahoo.com' _BASE_URL_ = 'https://query2.finance.yahoo.com' _ROOT_URL_ = 'https://finance.yahoo.com' fundamentals_keys = { 'financials': ["TaxEffectOfUnusualItems", "TaxRateForCalcs", "NormalizedEBITDA", "NormalizedDilutedEPS", "NormalizedBasicEPS", "TotalUnusualItems", "TotalUnusualItemsExcludingGoodwill", "NetIncomeFromContinuingOperationNetMinorityInterest", "ReconciledDepreciation", "ReconciledCostOfRevenue", "EBITDA", "EBIT", "NetInterestIncome", "InterestExpense", "InterestIncome", "ContinuingAndDiscontinuedDilutedEPS", "ContinuingAndDiscontinuedBasicEPS", "NormalizedIncome", "NetIncomeFromContinuingAndDiscontinuedOperation", "TotalExpenses", "RentExpenseSupplemental", "ReportedNormalizedDilutedEPS", "ReportedNormalizedBasicEPS", "TotalOperatingIncomeAsReported", "DividendPerShare", "DilutedAverageShares", "BasicAverageShares", "DilutedEPS", "DilutedEPSOtherGainsLosses", "TaxLossCarryforwardDilutedEPS", "DilutedAccountingChange", "DilutedExtraordinary", "DilutedDiscontinuousOperations", "DilutedContinuousOperations", "BasicEPS", "BasicEPSOtherGainsLosses", "TaxLossCarryforwardBasicEPS", "BasicAccountingChange", "BasicExtraordinary", "BasicDiscontinuousOperations", "BasicContinuousOperations", "DilutedNIAvailtoComStockholders", "AverageDilutionEarnings", "NetIncomeCommonStockholders", "OtherunderPreferredStockDividend", "PreferredStockDividends", "NetIncome", "MinorityInterests", "NetIncomeIncludingNoncontrollingInterests", "NetIncomeFromTaxLossCarryforward", "NetIncomeExtraordinary", "NetIncomeDiscontinuousOperations", "NetIncomeContinuousOperations", "EarningsFromEquityInterestNetOfTax", "TaxProvision", "PretaxIncome", "OtherIncomeExpense", "OtherNonOperatingIncomeExpenses", "SpecialIncomeCharges", "GainOnSaleOfPPE", "GainOnSaleOfBusiness", "OtherSpecialCharges", "WriteOff", "ImpairmentOfCapitalAssets", "RestructuringAndMergernAcquisition", "SecuritiesAmortization", "EarningsFromEquityInterest", "GainOnSaleOfSecurity", "NetNonOperatingInterestIncomeExpense", "TotalOtherFinanceCost", "InterestExpenseNonOperating", "InterestIncomeNonOperating", "OperatingIncome", "OperatingExpense", "OtherOperatingExpenses", "OtherTaxes", "ProvisionForDoubtfulAccounts", "DepreciationAmortizationDepletionIncomeStatement", "DepletionIncomeStatement", "DepreciationAndAmortizationInIncomeStatement", "Amortization", "AmortizationOfIntangiblesIncomeStatement", "DepreciationIncomeStatement", "ResearchAndDevelopment", "SellingGeneralAndAdministration", "SellingAndMarketingExpense", "GeneralAndAdministrativeExpense", "OtherGandA", "InsuranceAndClaims", "RentAndLandingFees", "SalariesAndWages", "GrossProfit", "CostOfRevenue", "TotalRevenue", "ExciseTaxes", "OperatingRevenue", "LossAdjustmentExpense", "NetPolicyholderBenefitsAndClaims", "PolicyholderBenefitsGross", "PolicyholderBenefitsCeded", "OccupancyAndEquipment", "ProfessionalExpenseAndContractServicesExpense", "OtherNonInterestExpense"], 'balance-sheet': ["TreasurySharesNumber", "PreferredSharesNumber", "OrdinarySharesNumber", "ShareIssued", "NetDebt", "TotalDebt", "TangibleBookValue", "InvestedCapital", "WorkingCapital", "NetTangibleAssets", "CapitalLeaseObligations", "CommonStockEquity", "PreferredStockEquity", "TotalCapitalization", "TotalEquityGrossMinorityInterest", "MinorityInterest", "StockholdersEquity", "OtherEquityInterest", "GainsLossesNotAffectingRetainedEarnings", "OtherEquityAdjustments", "FixedAssetsRevaluationReserve", "ForeignCurrencyTranslationAdjustments", "MinimumPensionLiabilities", "UnrealizedGainLoss", "TreasuryStock", "RetainedEarnings", "AdditionalPaidInCapital", "CapitalStock", "OtherCapitalStock", "CommonStock", "PreferredStock", "TotalPartnershipCapital", "GeneralPartnershipCapital", "LimitedPartnershipCapital", "TotalLiabilitiesNetMinorityInterest", "TotalNonCurrentLiabilitiesNetMinorityInterest", "OtherNonCurrentLiabilities", "LiabilitiesHeldforSaleNonCurrent", "RestrictedCommonStock", "PreferredSecuritiesOutsideStockEquity", "DerivativeProductLiabilities", "EmployeeBenefits", "NonCurrentPensionAndOtherPostretirementBenefitPlans", "NonCurrentAccruedExpenses", "DuetoRelatedPartiesNonCurrent", "TradeandOtherPayablesNonCurrent", "NonCurrentDeferredLiabilities", "NonCurrentDeferredRevenue", "NonCurrentDeferredTaxesLiabilities", "LongTermDebtAndCapitalLeaseObligation", "LongTermCapitalLeaseObligation", "LongTermDebt", "LongTermProvisions", "CurrentLiabilities", "OtherCurrentLiabilities", "CurrentDeferredLiabilities", "CurrentDeferredRevenue", "CurrentDeferredTaxesLiabilities", "CurrentDebtAndCapitalLeaseObligation", "CurrentCapitalLeaseObligation", "CurrentDebt", "OtherCurrentBorrowings", "LineOfCredit", "CommercialPaper", "CurrentNotesPayable", "PensionandOtherPostRetirementBenefitPlansCurrent", "CurrentProvisions", "PayablesAndAccruedExpenses", "CurrentAccruedExpenses", "InterestPayable", "Payables", "OtherPayable", "DuetoRelatedPartiesCurrent", "DividendsPayable", "TotalTaxPayable", "IncomeTaxPayable", "AccountsPayable", "TotalAssets", "TotalNonCurrentAssets", "OtherNonCurrentAssets", "DefinedPensionBenefit", "NonCurrentPrepaidAssets", "NonCurrentDeferredAssets", "NonCurrentDeferredTaxesAssets", "DuefromRelatedPartiesNonCurrent", "NonCurrentNoteReceivables", "NonCurrentAccountsReceivable", "FinancialAssets", "InvestmentsAndAdvances", "OtherInvestments", "InvestmentinFinancialAssets", "HeldToMaturitySecurities", "AvailableForSaleSecurities", "FinancialAssetsDesignatedasFairValueThroughProfitorLossTotal", "TradingSecurities", "LongTermEquityInvestment", "InvestmentsinJointVenturesatCost", "InvestmentsInOtherVenturesUnderEquityMethod", "InvestmentsinAssociatesatCost", "InvestmentsinSubsidiariesatCost", "InvestmentProperties", "GoodwillAndOtherIntangibleAssets", "OtherIntangibleAssets", "Goodwill", "NetPPE", "AccumulatedDepreciation", "GrossPPE", "Leases", "ConstructionInProgress", "OtherProperties", "MachineryFurnitureEquipment", "BuildingsAndImprovements", "LandAndImprovements", "Properties", "CurrentAssets", "OtherCurrentAssets", "HedgingAssetsCurrent", "AssetsHeldForSaleCurrent", "CurrentDeferredAssets", "CurrentDeferredTaxesAssets", "RestrictedCash", "PrepaidAssets", "Inventory", "InventoriesAdjustmentsAllowances", "OtherInventories", "FinishedGoods", "WorkInProcess", "RawMaterials", "Receivables", "ReceivablesAdjustmentsAllowances", "OtherReceivables", "DuefromRelatedPartiesCurrent", "TaxesReceivable", "AccruedInterestReceivable", "NotesReceivable", "LoansReceivable", "AccountsReceivable", "AllowanceForDoubtfulAccountsReceivable", "GrossAccountsReceivable", "CashCashEquivalentsAndShortTermInvestments", "OtherShortTermInvestments", "CashAndCashEquivalents", "CashEquivalents", "CashFinancial", "CashCashEquivalentsAndFederalFundsSold"], 'cash-flow': ["ForeignSales", "DomesticSales", "AdjustedGeographySegmentData", "FreeCashFlow", "RepurchaseOfCapitalStock", "RepaymentOfDebt", "IssuanceOfDebt", "IssuanceOfCapitalStock", "CapitalExpenditure", "InterestPaidSupplementalData", "IncomeTaxPaidSupplementalData", "EndCashPosition", "OtherCashAdjustmentOutsideChangeinCash", "BeginningCashPosition", "EffectOfExchangeRateChanges", "ChangesInCash", "OtherCashAdjustmentInsideChangeinCash", "CashFlowFromDiscontinuedOperation", "FinancingCashFlow", "CashFromDiscontinuedFinancingActivities", "CashFlowFromContinuingFinancingActivities", "NetOtherFinancingCharges", "InterestPaidCFF", "ProceedsFromStockOptionExercised", "CashDividendsPaid", "PreferredStockDividendPaid", "CommonStockDividendPaid", "NetPreferredStockIssuance", "PreferredStockPayments", "PreferredStockIssuance", "NetCommonStockIssuance", "CommonStockPayments", "CommonStockIssuance", "NetIssuancePaymentsOfDebt", "NetShortTermDebtIssuance", "ShortTermDebtPayments", "ShortTermDebtIssuance", "NetLongTermDebtIssuance", "LongTermDebtPayments", "LongTermDebtIssuance", "InvestingCashFlow", "CashFromDiscontinuedInvestingActivities", "CashFlowFromContinuingInvestingActivities", "NetOtherInvestingChanges", "InterestReceivedCFI", "DividendsReceivedCFI", "NetInvestmentPurchaseAndSale", "SaleOfInvestment", "PurchaseOfInvestment", "NetInvestmentPropertiesPurchaseAndSale", "SaleOfInvestmentProperties", "PurchaseOfInvestmentProperties", "NetBusinessPurchaseAndSale", "SaleOfBusiness", "PurchaseOfBusiness", "NetIntangiblesPurchaseAndSale", "SaleOfIntangibles", "PurchaseOfIntangibles", "NetPPEPurchaseAndSale", "SaleOfPPE", "PurchaseOfPPE", "CapitalExpenditureReported", "OperatingCashFlow", "CashFromDiscontinuedOperatingActivities", "CashFlowFromContinuingOperatingActivities", "TaxesRefundPaid", "InterestReceivedCFO", "InterestPaidCFO", "DividendReceivedCFO", "DividendPaidCFO", "ChangeInWorkingCapital", "ChangeInOtherWorkingCapital", "ChangeInOtherCurrentLiabilities", "ChangeInOtherCurrentAssets", "ChangeInPayablesAndAccruedExpense", "ChangeInAccruedExpense", "ChangeInInterestPayable", "ChangeInPayable", "ChangeInDividendPayable", "ChangeInAccountPayable", "ChangeInTaxPayable", "ChangeInIncomeTaxPayable", "ChangeInPrepaidAssets", "ChangeInInventory", "ChangeInReceivables", "ChangesInAccountReceivables", "OtherNonCashItems", "ExcessTaxBenefitFromStockBasedCompensation", "StockBasedCompensation", "UnrealizedGainLossOnInvestmentSecurities", "ProvisionandWriteOffofAssets", "AssetImpairmentCharge", "AmortizationOfSecurities", "DeferredTax", "DeferredIncomeTax", "DepreciationAmortizationDepletion", "Depletion", "DepreciationAndAmortization", "AmortizationCashFlow", "AmortizationOfIntangibles", "Depreciation", "OperatingGainsLosses", "PensionAndEmployeeBenefitExpense", "EarningsLossesFromEquityInvestments", "GainLossOnInvestmentSecurities", "NetForeignCurrencyExchangeGainLoss", "GainLossOnSaleOfPPE", "GainLossOnSaleOfBusiness", "NetIncomeFromContinuingOperations", "CashFlowsfromusedinOperatingActivitiesDirect", "TaxesRefundPaidDirect", "InterestReceivedDirect", "InterestPaidDirect", "DividendsReceivedDirect", "DividendsPaidDirect", "ClassesofCashPayments", "OtherCashPaymentsfromOperatingActivities", "PaymentsonBehalfofEmployees", "PaymentstoSuppliersforGoodsandServices", "ClassesofCashReceiptsfromOperatingActivities", "OtherCashReceiptsfromOperatingActivities", "ReceiptsfromGovernmentGrants", "ReceiptsfromCustomers"]} _PRICE_COLNAMES_ = ['Open', 'High', 'Low', 'Close', 'Adj Close'] quote_summary_valid_modules = ( "summaryProfile", # contains general information about the company "summaryDetail", # prices + volume + market cap + etc "assetProfile", # summaryProfile + company officers "fundProfile", "price", # current prices "quoteType", # quoteType "esgScores", # Environmental, social, and governance (ESG) scores, sustainability and ethical performance of companies "incomeStatementHistory", "incomeStatementHistoryQuarterly", "balanceSheetHistory", "balanceSheetHistoryQuarterly", "cashFlowStatementHistory", "cashFlowStatementHistoryQuarterly", "defaultKeyStatistics", # KPIs (PE, enterprise value, EPS, EBITA, and more) "financialData", # Financial KPIs (revenue, gross margins, operating cash flow, free cash flow, and more) "calendarEvents", # future earnings date "secFilings", # SEC filings, such as 10K and 10Q reports "upgradeDowngradeHistory", # upgrades and downgrades that analysts have given a company's stock "institutionOwnership", # institutional ownership, holders and shares outstanding "fundOwnership", # mutual fund ownership, holders and shares outstanding "majorDirectHolders", "majorHoldersBreakdown", "insiderTransactions", # insider transactions, such as the number of shares bought and sold by company executives "insiderHolders", # insider holders, such as the number of shares held by company executives "netSharePurchaseActivity", # net share purchase activity, such as the number of shares bought and sold by company executives "earnings", # earnings history "earningsHistory", "earningsTrend", # earnings trend "industryTrend", "indexTrend", "sectorTrend", "recommendationTrend", "futuresChain", ) # map last updated as of 2024.09.18 SECTOR_INDUSTY_MAPPING = { 'basic-materials': {'specialty-chemicals', 'gold', 'building-materials', 'copper', 'steel', 'agricultural-inputs', 'chemicals', 'other-industrial-metals-mining', 'lumber-wood-production', 'aluminum', 'other-precious-metals-mining', 'coking-coal', 'paper-paper-products', 'silver'}, 'communication-services': {'internet-content-information', 'telecom-services', 'entertainment', 'electronic-gaming-multimedia', 'advertising-agencies', 'broadcasting', 'publishing'}, 'consumer-cyclical': {'internet-retail', 'auto-manufacturers', 'restaurants', 'home-improvement-retail', 'travel-services', 'specialty-retail', 'apparel-retail', 'residential-construction', 'footwear-accessories', 'packaging-containers', 'lodging', 'auto-parts', 'auto-truck-dealerships', 'gambling', 'resorts-casinos', 'leisure', 'apparel-manufacturing', 'personal-services', 'furnishings-fixtures-appliances', 'recreational-vehicles', 'luxury-goods', 'department-stores', 'textile-manufacturing'}, 'consumer-defensive': {'discount-stores', 'beverages-non-alcoholic', 'household-personal-products', 'packaged-foods', 'tobacco', 'confectioners', 'farm-products', 'food-distribution', 'grocery-stores', 'beverages-brewers', 'education-training-services', 'beverages-wineries-distilleries'}, 'energy': {'oil-gas-integrated', 'oil-gas-midstream', 'oil-gas-e-p', 'oil-gas-equipment-services', 'oil-gas-refining-marketing', 'uranium', 'oil-gas-drilling', 'thermal-coal'}, 'financial-services': {'banks-diversified', 'credit-services', 'asset-management', 'insurance-diversified', 'banks-regional', 'capital-markets', 'financial-data-stock-exchanges', 'insurance-property-casualty', 'insurance-brokers', 'insurance-life', 'insurance-specialty', 'mortgage-finance', 'insurance-reinsurance', 'shell-companies', 'financial-conglomerates'}, 'healthcare': {'drug-manufacturers-general', 'healthcare-plans', 'biotechnology', 'medical-devices', 'diagnostics-research', 'medical-instruments-supplies', 'medical-care-facilities', 'drug-manufacturers-specialty-generic', 'health-information-services', 'medical-distribution', 'pharmaceutical-retailers'}, 'industrials': {'aerospace-defense', 'specialty-industrial-machinery', 'railroads', 'building-products-equipment', 'farm-heavy-construction-machinery', 'specialty-business-services', 'integrated-freight-logistics', 'waste-management', 'conglomerates', 'industrial-distribution', 'engineering-construction', 'rental-leasing-services', 'consulting-services', 'trucking', 'electrical-equipment-parts', 'airlines', 'tools-accessories', 'pollution-treatment-controls', 'security-protection-services', 'marine-shipping', 'metal-fabrication', 'infrastructure-operations', 'staffing-employment-services', 'airports-air-services', 'business-equipment-supplies'}, 'real-estate': {'reit-specialty', 'reit-industrial', 'reit-retail', 'reit-residential', 'reit-healthcare-facilities', 'real-estate-services', 'reit-office', 'reit-diversified', 'reit-mortgage', 'reit-hotel-motel', 'real-estate-development', 'real-estate-diversified'}, 'technology': {'software-infrastructure', 'semiconductors', 'consumer-electronics', 'software-application', 'information-technology-services', 'semiconductor-equipment-materials', 'communication-equipment', 'computer-hardware', 'electronic-components', 'scientific-technical-instruments', 'solar', 'electronics-computer-distribution'}, 'utilities': {'utilities-regulated-electric', 'utilities-renewable', 'utilities-diversified', 'utilities-regulated-gas', 'utilities-independent-power-producers', 'utilities-regulated-water'} } EQUITY_SCREENER_EQ_MAP = { "region": { "za", "ve", "vn", "us", "tw", "th", "tr", "sr", "sg", "sa", "se", "ru", "ro", "qa", "pt", "pk", "pl", "ph", "nz", "nl", "mx", "pe", "no", "my", "lv", "lt", "kw", "jp", "is", "il", "lk", "kr", "it", "in", "ie", "hu", "id", "hk", "gb", "fi", "eg", "dk", "gr", "fr", "es", "ee", "de", "cz", "cl", "ca", "be", "at", "cn", "br", "au", "ar", "ch" }, "sector": { "Basic Materials", "Industrials", "Communication Services", "Healthcare", "Real Estate", "Technology", "Energy", "Utilities", "Financial Services", "Consumer Defensive", "Consumer Cyclical" }, "exchanges": { "NMS", "NAS", "YHD", "NYQ", "NGM", "NCM", "BSE" }, "peer_group": { "US Fund Equity Energy", "US CE Convertibles", "EAA CE UK Large-Cap Equity", "EAA CE Other", "US Fund Financial", "India CE Multi-Cap", "US Fund Foreign Large Blend", "US Fund Consumer Cyclical", "EAA Fund Global Equity Income", "China Fund Sector Equity Financial and Real Estate", "US Fund Equity Precious Metals", "EAA Fund RMB Bond - Onshore", "China Fund QDII Greater China Equity", "US Fund Large Growth", "EAA Fund Germany Equity", "EAA Fund Hong Kong Equity", "EAA CE UK Small-Cap Equity", "US Fund Natural Resources", "US CE Preferred Stock", "India Fund Sector - Financial Services", "US Fund Diversified Emerging Mkts", "EAA Fund South Africa & Namibia Equity", "China Fund QDII Sector Equity", "EAA CE Sector Equity Biotechnology", "EAA Fund Switzerland Equity", "US Fund Large Value", "EAA Fund Asia ex-Japan Equity", "US Fund Health", "US Fund China Region", "EAA Fund Emerging Europe ex-Russia Equity", "EAA Fund Sector Equity Industrial Materials", "EAA Fund Japan Large-Cap Equity", "EAA Fund EUR Corporate Bond", "US Fund Technology", "EAA CE Global Large-Cap Blend Equity", "Mexico Fund Mexico Equity", "US Fund Trading--Leveraged Equity", "EAA Fund Sector Equity Consumer Goods & Services", "US Fund Large Blend", "EAA Fund Global Flex-Cap Equity", "EAA Fund EUR Aggressive Allocation - Global", "EAA Fund China Equity", "EAA Fund Global Large-Cap Growth Equity", "US CE Options-based", "EAA Fund Sector Equity Financial Services", "EAA Fund Europe Large-Cap Blend Equity", "EAA Fund China Equity - A Shares", "EAA Fund USD Corporate Bond", "EAA Fund Eurozone Large-Cap Equity", "China Fund Aggressive Allocation Fund", "EAA Fund Sector Equity Technology", "EAA Fund Global Emerging Markets Equity", "EAA Fund EUR Moderate Allocation - Global", "EAA Fund Other Bond", "EAA Fund Denmark Equity", "EAA Fund US Large-Cap Blend Equity", "India Fund Large-Cap", "Paper & Forestry", "Containers & Packaging", "US Fund Miscellaneous Region", "Energy Services", "EAA Fund Other Equity", "Homebuilders", "Construction Materials", "China Fund Equity Funds", "Steel", "Consumer Durables", "EAA Fund Global Large-Cap Blend Equity", "Transportation Infrastructure", "Precious Metals", "Building Products", "Traders & Distributors", "Electrical Equipment", "Auto Components", "Construction & Engineering", "Aerospace & Defense", "Refiners & Pipelines", "Diversified Metals", "Textiles & Apparel", "Industrial Conglomerates", "Household Products", "Commercial Services", "Food Retailers", "Semiconductors", "Media", "Automobiles", "Consumer Services", "Technology Hardware", "Transportation", "Telecommunication Services", "Oil & Gas Producers", "Machinery", "Retailing", "Healthcare", "Chemicals", "Food Products", "Diversified Financials", "Real Estate", "Insurance", "Utilities", "Pharmaceuticals", "Software & Services", "Banks" } } EQUITY_SCREENER_FIELDS = { # EQ Fields "region", "sector", "peer_group", "exchanges", # price "eodprice", "intradaypricechange", "lastclosemarketcap.lasttwelvemonths", "percentchange", "lastclose52weekhigh.lasttwelvemonths", "fiftytwowkpercentchange", "intradayprice", "lastclose52weeklow.lasttwelvemonths", "intradaymarketcap", # trading "beta", "avgdailyvol3m", "pctheldinsider", "pctheldinst", "dayvolume", "eodvolume", # short interest "short_percentage_of_shares_outstanding.value", "short_interest.value", "short_percentage_of_float.value", "days_to_cover_short.value", "short_interest_percentage_change.value", # valuation "bookvalueshare.lasttwelvemonths", "lastclosemarketcaptotalrevenue.lasttwelvemonths", "lastclosetevtotalrevenue.lasttwelvemonths", "pricebookratio.quarterly", "peratio.lasttwelvemonths", "lastclosepricetangiblebookvalue.lasttwelvemonths", "lastclosepriceearnings.lasttwelvemonths", "pegratio_5y", # profitability "consecutive_years_of_dividend_growth_count", "returnonassets.lasttwelvemonths", "returnonequity.lasttwelvemonths", "forward_dividend_per_share", "forward_dividend_yield", "returnontotalcapital.lasttwelvemonths", # leverage "lastclosetevebit.lasttwelvemonths", "netdebtebitda.lasttwelvemonths", "totaldebtequity.lasttwelvemonths", "ltdebtequity.lasttwelvemonths", "ebitinterestexpense.lasttwelvemonths", "ebitdainterestexpense.lasttwelvemonths", "lastclosetevebitda.lasttwelvemonths", "totaldebtebitda.lasttwelvemonths", # liquidity "quickratio.lasttwelvemonths", "altmanzscoreusingtheaveragestockinformationforaperiod.lasttwelvemonths", "currentratio.lasttwelvemonths", "operatingcashflowtocurrentliabilities.lasttwelvemonths", # income statement "totalrevenues.lasttwelvemonths", "netincomemargin.lasttwelvemonths", "grossprofit.lasttwelvemonths", "ebitda1yrgrowth.lasttwelvemonths", "dilutedepscontinuingoperations.lasttwelvemonths", "quarterlyrevenuegrowth.quarterly", "epsgrowth.lasttwelvemonths", "netincomeis.lasttwelvemonths", "ebitda.lasttwelvemonths", "dilutedeps1yrgrowth.lasttwelvemonths", "totalrevenues1yrgrowth.lasttwelvemonths", "operatingincome.lasttwelvemonths", "netincome1yrgrowth.lasttwelvemonths", "grossprofitmargin.lasttwelvemonths", "ebitdamargin.lasttwelvemonths", "ebit.lasttwelvemonths", "basicepscontinuingoperations.lasttwelvemonths", "netepsbasic.lasttwelvemonths" "netepsdiluted.lasttwelvemonths", # balance sheet "totalassets.lasttwelvemonths", "totalcommonsharesoutstanding.lasttwelvemonths", "totaldebt.lasttwelvemonths", "totalequity.lasttwelvemonths", "totalcurrentassets.lasttwelvemonths", "totalcashandshortterminvestments.lasttwelvemonths", "totalcommonequity.lasttwelvemonths", "totalcurrentliabilities.lasttwelvemonths", "totalsharesoutstanding", # cash flow "forward_dividend_yield", "leveredfreecashflow.lasttwelvemonths", "capitalexpenditure.lasttwelvemonths", "cashfromoperations.lasttwelvemonths", "leveredfreecashflow1yrgrowth.lasttwelvemonths", "unleveredfreecashflow.lasttwelvemonths", "cashfromoperations1yrgrowth.lasttwelvemonths", # ESG "esg_score", "environmental_score", "governance_score", "social_score", "highest_controversy" } PREDEFINED_SCREENER_BODY_MAP = { 'aggressive_small_caps': {"offset":0,"size":25,"sortField":"eodvolume","sortType":"desc","quoteType":"equity","query":{"operator":"and","operands":[{"operator":"or","operands":[{"operator":"eq","operands":["exchange","NMS"]},{"operator":"eq","operands":["exchange","NYQ"]}]},{"operator":"or","operands":[{"operator":"LT","operands":["epsgrowth.lasttwelvemonths",15]}]}]},"userId":"","userIdType":"guid"}, 'day_gainers': {"offset":0,"size":25,"sortField":"percentchange","sortType":"DESC","quoteType":"EQUITY","query":{"operator":"AND","operands":[{"operator":"gt","operands":["percentchange",3]},{"operator":"eq","operands":["region","us"]},{"operator":"or","operands":[{"operator":"BTWN","operands":["intradaymarketcap",2000000000,10000000000]},{"operator":"BTWN","operands":["intradaymarketcap",10000000000,100000000000]},{"operator":"GT","operands":["intradaymarketcap",100000000000]}]},{"operator":"gte","operands":["intradayprice",5]},{"operator":"gt","operands":["dayvolume",15000]}]},"userId":"","userIdType":"guid"}, 'day_losers': {"offset":0,"size":25,"sortField":"percentchange","sortType":"ASC","quoteType":"EQUITY","query":{"operator":"AND","operands":[{"operator":"lt","operands":["percentchange",-2.5]},{"operator":"eq","operands":["region","us"]},{"operator":"or","operands":[{"operator":"BTWN","operands":["intradaymarketcap",2000000000,10000000000]},{"operator":"BTWN","operands":["intradaymarketcap",10000000000,100000000000]},{"operator":"GT","operands":["intradaymarketcap",100000000000]}]},{"operator":"gte","operands":["intradayprice",5]},{"operator":"gt","operands":["dayvolume",20000]}]},"userId":"","userIdType":"guid"}, 'growth_technology_stocks': {"offset":0,"size":25,"sortField":"eodvolume","sortType":"desc","quoteType":"equity","query":{"operator":"and","operands":[{"operator":"or","operands":[{"operator":"BTWN","operands":["quarterlyrevenuegrowth.quarterly",50,100]},{"operator":"GT","operands":["quarterlyrevenuegrowth.quarterly",100]},{"operator":"BTWN","operands":["quarterlyrevenuegrowth.quarterly",25,50]}]},{"operator":"or","operands":[{"operator":"BTWN","operands":["epsgrowth.lasttwelvemonths",25,50]},{"operator":"BTWN","operands":["epsgrowth.lasttwelvemonths",50,100]},{"operator":"GT","operands":["epsgrowth.lasttwelvemonths",100]}]},{"operator":"eq","operands":["sector","Technology"]},{"operator":"or","operands":[{"operator":"eq","operands":["exchange","NMS"]},{"operator":"eq","operands":["exchange","NYQ"]}]}]},"userId":"","userIdType":"guid"}, 'most_actives': {"offset":0,"size":25,"sortField":"dayvolume","sortType":"DESC","quoteType":"EQUITY","query":{"operator":"AND","operands":[{"operator":"eq","operands":["region","us"]},{"operator":"or","operands":[{"operator":"BTWN","operands":["intradaymarketcap",10000000000,100000000000]},{"operator":"GT","operands":["intradaymarketcap",100000000000]},{"operator":"BTWN","operands":["intradaymarketcap",2000000000,10000000000]}]},{"operator":"gt","operands":["dayvolume",5000000]}]},"userId":"","userIdType":"guid"}, 'most_shorted_stocks': {"size":25,"offset":0,"sortField":"short_percentage_of_shares_outstanding.value","sortType":"DESC","quoteType":"EQUITY","topOperator":"AND","query":{"operator":"AND","operands":[{"operator":"or","operands":[{"operator":"EQ","operands":["region","us"]}]},{"operator":"gt","operands":["intradayprice",1]},{"operator":"gt","operands":["avgdailyvol3m",200000]}]},"userId":"","userIdType":"guid"}, 'small_cap_gainers': 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