finwiz

🧙📊 Finwiz

Get a company's financials and stock information using a simple and intuitive API.

Installation

Via npm:

npm install finwiz

Usage

The API is very simple and easy to use. The basic finwiz function takes a string representing a company's stock ticker. It returns a company object containing a variety of useful methods.

import finwiz from "finwiz";

// get information on Apple, Inc.
finwiz("AAPL").then(company => {
    // company has an array of functions that can be used to get information on it.
})

Financials

Getting a company's stock performance metrics and other related financial metrics is very easy:

finwiz("AAPL").then(company => {
    // the financials function returns stock performance metrics and related financials.
    company.financials().then(data => {
        console.log(data);
    });
});

Example output of the above code is shown below:

{
  index: 'djia s&p500', // indices where the stock trades in
  pe: 17.5, // price to earnings (ttm)
  'eps_(ttm)': 11.67, // earnings per share (ttm)
  insider_own: 0.07, // insider ownership (percentage)
  shs_outstand: 4640000000, // shares outstanding
  perf_week: 2.25, // performance during the week (percentage)
  market_cap: 948320000000, // market capitalization (USD)
  forward_pe: 16.19, // forward price to earnings (next fiscal year)
  eps_next_y_estimate: 12.26, // earnings per share estimate for next year
  eps_next_y: 10.36, // earnings per share estimate growth for next year (percentage)
  insider_trans: -4.02, // insider transactions (6-month change in insider ownership)
  shs_float: 4600000000, // shares float
  perf_month: 11.88, // performance for the month (percentage)
  income: 56070000000, // income (ttm)
  peg: 1.46, // price to earnings to growth
  eps_next_q: 2.1, // earnings per share next quarter estimate
  inst_own: 60.9, // institutional ownership
  short_float: 1.02, // short interest share (percentage)
  perf_quarter: 4.36, // performance for the quarter (percentage)
  sales: 258490000000, // revenue (ttm)
  ps: 3.67, // price-to-sales (ttm)
  eps_this_y: 32.6, // earnings per share growth this year (percentage)
  inst_trans: -2.89, // institutional transactions (3-month change in institutional ownership)
  short_ratio: 1.7, // short interest ratio
  perf_half_y: 43.63, // performance during half year (percentage)
  booksh: 22.65, // book value per share
  pb: 9.02, // price to book
  roa: 16, // return on assets (ttm)
  target_price: 212.03, // average target price
  perf_year: 11.04, // performance for past year (percentage)
  cashsh: 17.25, // cash per share
  pc: 11.84, // price to cash per share
  eps_next_5y: 12, // long term annual growth estimate (percentage) (5Y)
  roe: 51.3, // return on equity (percentage) (ttm)
  '52w_high_price': 233.47, // high price 52 week
  '52w_low_price': 142, // low price 52 week
  perf_ytd: 29.47, // performance year-to-date (percentage)
  dividend: 3.08, // dividend (annual)
  pfcf: 20.78, // price to free cash flow (ttm)
  eps_past_5y: 16.5, // annual earnings per share growth past 5Y (percentage)
  roi: 26.6, // return on investment (percentage) (ttm)
  '52w_high': -12.52, // percentage difference from 52 week high
  beta: 1.24, // beta
  dividend_percent: 1.51, // dividend yield (percentage)
  quick_ratio: 1.3, // quick ratio
  sales_past_5y: 9.2, // annual sales growth past 5 years (percentage)
  gross_margin: 38.1, // gross margin (percentage) (ttm)
  '52w_low': 43.82, // percentage difference from 52 week low
  atr: 3.54, // average true range
  employees: 132000, // number of employees
  current_ratio: 1.3, // current ratio
  sales_qq: -5.1, // quarterly revenue growth (year on year) percentage
  'oper._margin': 25.3, // operating margin (percentage) (ttm)
  'rsi_(14)': 63.02, // relative strength index
  volatility_week: 1.19, // week volatility (percentage)
  volatility_month: 1.57, // month volatility (percentage)
  optionable: 'yes', // whether it is optionable
  debteq: 1.06, // debt to equity ratio
  eps_qq: -9.8, // quarterly earnings growth year-on-year (percentage)
  profit_margin: 22.1, // profit margin (percentage) (ttm)
  rel_volume: 0.62, // relative volume
  prev_close: 204.41, // price of previous close
  shortable: 'yes', // whether it is shortable
  lt_debteq: 0.85, // long term debt to equity ratio
  earnings: 'jul 30 amc', // earnings date (AMC = after market close, BMO = before market open)
  payout: 24.4, // dividend payout ratio (percentage) (ttm)
  avg_volume: 27660000, // average volume
  price: 204.23, // current share price
  recom: 2.2, // average recommendation (1 - strong buy, 5 - strong sell)
  sma20: 3.87, // distance from 20-day simple moving average
  sma50: 5.29, // distance from 50-day simple moving average
  sma200: 8.46, // distance from 200-day simple moving average
  volume: 17203128, // current volume
  change: -0.09 // current percentage change since market open
}

Ratings

It is just as easy to get a company's latest analyst ratings:

finwiz("AAPL").then(company => {
   // the ratings function returns a company's latest analyst ratings
   company.ratings().then(data => {
       console.log(data);
   });
});

Example output is shown below:

[
    {
        date: '2019-06-06',
        action: 'initiated',
        org: 'Evercore ISI',
        rating: { before: '', after: 'outperform' },
        target: { before: '', after: 205 }
    },
    {
        date: '2019-06-04',
        action: 'reiterated',
        org: 'Cowen',
        rating: { before: '', after: 'outperform' },
        target: { before: 245, after: 220 }
    },
    {
        date: '2019-05-30',
        action: 'reiterated',
        org: 'Morgan Stanley',
        rating: { before: '', after: 'overweight' },
        target: { before: 240, after: 231 }
    },
    ...
]

The "before" fields will only exist if data is available for them (e.g. in the event of a downgrade). The "after" fields will always contain a value.

News

It is also possible to get a company's latest news:

finwiz("AAPL").then(company => {
   // the news function returns a company's latest news.
   company.news().then(data => {
       console.log(data);
   });
});

Example output is shown below:

[
    {
        date: '2019-07-02',
        news: [{
                    time: '17:32',
                    headline: 'UPDATE 1-Wall Street looks to earnings after strongest June in decades Reuters',
                    link: 'https://finance.yahoo.com/news/1-wall-street-looks-earnings-213215453.html'
                },
                {
                    time: '16:42',
                    headline: 'Dow Jones Today: More Trade Tiffs, But Its Not China This Time InvestorPlace',
                    link: 'https://finance.yahoo.com/news/dow-jones-today-more-trade-204224788.html'

                }
                ...
            ]
    },
    ...
]

Insider

Getting the latest insider transactions is just as easy:

finwiz("AAPL").then(company => {
   // the insider function returns a company's latest insider transactions.
   company.insider().then(data => {
       console.log(data);
   });
});

Example output is shown below:

[
    {
        name: 'LEVINSON ARTHUR D',
        relationship: 'Director',
        date: '2019-08-02',
        transaction: 'sale',
        cost: 206.58,
        shares: 20000,
        value: 4131600,
        shares_total: 1133283,
        sec_filing_date: '2019-08-06',
        sec_filing_link:
         'http://www.sec.gov/Archives/edgar/data/320193/000032019318000103/xslF345X03/wf-form4_153359461891019.xml'
    },
    {
        name: 'WILLIAMS JEFFREY E',
        relationship: 'COO',
        date: '2019-07-09',
        transaction: 'sale',
        cost: 190.18,
        shares: 15652,
        value: 2976664,
        shares_total: 123737,
        sec_filing_date: '2019-07-11',
        sec_filing_link:
         'http://www.sec.gov/Archives/edgar/data/320193/000032019318000095/xslF345X03/wf-form4_153134826427557.xml'
    },
    ...
]

Where does the information come from?

Currently, all the information is sourced from finviz (yes, hence the name). Refer to their site for more information regarding each metric. This means data is not real-time -- it is delayed by around 15 minutes.

Contributing

Contributions are very welcome! To develop locally, all you'll have to do is run npm run build and get to work in the /src folder.