va-project/indexer/indexer.py

import sys
sys.path.append('../group-1')

import pandas as pd
from scraper.top100_extractor import programming_crime_list

from sklearn import preprocessing

pd.set_option('display.max_rows', 500)

def get_peg(ticker: str):
    # Read current ratios .csv. Check if it exists
    
    current_ratios = pd.read_csv(f'Companies_Data/{ticker}_Data/{ticker}_current_ratios.csv', index_col=[0])
    

    # Convert Object to DateTime
    current_ratios['asOfDate'] = pd.to_datetime(current_ratios['asOfDate'])

    # Sorting per Date
    current_ratios = current_ratios.sort_values('asOfDate', ascending=False)

    # Drop NaN pandas values
    current_ratios = current_ratios.dropna()

    # Take first value (the last peg ratio)
    # If it does not exist, it returns 0
    print(ticker)
    try:
        if len(current_ratios['PegRatio']) > 0:
            peg_ratio = current_ratios['PegRatio'].iloc[:1]
        else:
            return 0.0
    except KeyError:
        return 0.0
    
    return peg_ratio.values[0]

def get_financial_health(ticker: str):
    # Read balance sheet .csv
    balance_sheet = pd.read_csv(f'Companies_Data/{ticker}_Data/{ticker}_balance_sheet_4Y+4Q.csv', index_col=[0])

    # Convert Object to DateTime
    balance_sheet['asOfDate'] = pd.to_datetime(balance_sheet['asOfDate'])

    # Sorting per Date
    balance_sheet = balance_sheet.sort_values('asOfDate', ascending=False)

    # Drop NaN pandas values
    balance_sheet = balance_sheet.dropna()
    
    # Create financial health column
    try:
        balance_sheet['financial_health'] = balance_sheet['TotalDebt'] / balance_sheet['TotalAssets'] 
    except KeyError:
        return "NoDebt"

    # Get financial health
    financial_health = balance_sheet['financial_health'].iloc[:1]

    return financial_health.values[0]

def estimated_growth(ticker: str):
     # Read 5 years growth estimates
    growth_estimated = pd.read_csv(f'Companies_Data/{ticker}_Data/{ticker}5YGrowthEstimates.csv', index_col=[0])['5Y Growth estimate'].values[0]
    
    return growth_estimated

def past_performance_earnings(ticker: str):
    # Read earnings csv
    earnings = pd.read_csv(f'Companies_Data/{ticker}_Data/{ticker}earnings.csv', index_col=[0])
    
    # Performance 
    performance_index = round((earnings['epsActual'].sum() - earnings['epsEstimate'].sum()) / earnings['epsEstimate'].sum() * 100, 2) 

    return performance_index

def normalizer():
    # Read Not_normalized .csv
    not_normalized = pd.read_csv('Elaborated_Data/Not_Normalized.csv')

    # Takes values for Valuation and compute normalization 
    v_low, v_up = not_normalized['Valuation'].min(), not_normalized['Valuation'].max()
    # v_values = (100 - 0) * ((not_normalized['Valuation'] - v_low) / v_up - v_low) + 0
    v_values = 240 / not_normalized['Valuation']
    not_normalized['Valuation'] = v_values

    # # Takes values for financial health and compute normalization
    # fh_low, fh_up = not_normalized['Financial Health'],min(), not_normalized['Financial Health'].max()
    # fh_values = (100 - 0) * ((not_normalized['Financial Health'] - fh_low) / fh_up - fh_low) + 0
    # not_normalized['Financial Health'] = fh_values
    
    # eg_low, eg_up = not_normalized['Estimated Growth'],min(), not_normalized['Estimated Growth'].max()
    # eg_values = (100 - 0) * ((not_normalized['Financial Health'] - fh_low) / fh_up - fh_low) + 0

    print(not_normalized)

def create_df(companies_list):
    # Dictionary 
    d = {
        'Ticker': [],
        'Valuation' : [],
        'Financial Health': [],
        'Estimated Growth': [],
        'Past Performance': []
    }

    # Loop to get all the data
    for company in companies_list:
        d['Ticker'].append(company)
        d['Valuation'].append(get_peg(company))
        d['Financial Health'].append(get_financial_health(company))
        d['Estimated Growth'].append(estimated_growth(company))
        d['Past Performance'].append(past_performance_earnings(company))
    
    # Dataframe
    df = pd.DataFrame(data=d)

    # Save to csv
    df.to_csv("Elaborated_Data/Not_Normalized.csv")

def main():
    # create_df(programming_crime_list)
    normalizer()
    # print(get_peg('GOOGL'))  # < 1 ( GREEN); > 1 (RED); = 1 (ORANGE)
    # print(get_financial_health('GOOGL'))  # < 1 (GREEN); > 1 (RED); = 1 (ORANGE) 
    # print(estimated_growth('GOOGL'))  # < 0 (RED); 0 < x < 8% (ORANGE); < 8 % (GREEN)
    # print(past_performance_earnings('GOOGL'), "%") # -100 < x < 0 (RED); = 0 (ORANGE); 0 < x < 100 (GREEN)

if __name__ == '__main__':
    main()