In montecapital/financer: Import financial information in R

knitr::opts_chunk$set(
  collapse = TRUE,
  comment = "#>",
  fig.path = "man/figures/README-",
  out.width = "100%"
)

financer

The goal of financer is to retrieve (free) financial information of companies from several websites using R.

Installation

You can install the development version of financer from GitHub with:

# install.packages("devtools")
devtools::install_github("montecapital/financer")

Example

This is a basic example which shows you how to retrieve information of Illumina Inc. Use Yahoo Finance for basic information:

library(financer)

# tiker of Illumina Inc.
tikr = "ILMN"

# Overview
ilmn.ovrw = yahoo_scrape("ILMN")
ilmn.ovrw[[2]]

# Key-statistics
ilmn.stat = yahoo_scrape("ILMN", page = "key-statistics", ntable = "all")
# Valuation measures
ilmn.stat[[1]]

# Analysis page
ilmn.anal = yahoo_scrape("ILMN", page = "analysis", ntable = "all")
# Expected revenues
ilmn.anal[[2]]

Go to Morningstar for more detail information such as the 5-Year financial reports:

# NASDAQ: Stock exchange in which Illumina operates
mrkt = "XNAS"

# Get the Income Statement
ilmn.is = morning_report(tikr, mrkt, "is")
# Extract the revenue
ilmn.is["Revenue",]

# Get the Balance Sheet
ilmn.bs = morning_report(tikr, mrkt, "bs")
# Extract cash and cash equivalents
ilmn.bs["Cash_and_cash_equivalents",]

# Get the Cash Flow
ilmn.cf = morning_report(tikr, mrkt, "cf")
# Show the free cash flow
ilmn.cf["Free_cash_flow",]

Or you can inspect the key ratios:

# get the key ratios
ilmn.kr = morning_keyratios("ILMN", "XNAS")
# print growth
head(ilmn.kr[[4]])

If looking good, visit Quick FS for a 10-Year financial report. It requires a subscription, but the free version offers 500 requests a day:

# Illumina operates in the US
country = "US"

# check current quota
quickfs_quota()

# get the statements
ilmn.fstat.long = quickfs_getstatement("ILMN", "US")
ilmn.fstat.long$finances$finances_ts["revenue",]

# financial statements "cost" 10 points
quickfs_quota()