R/create.data function.R

In ryanvoyack/financialStatementPlot: contains functions to work with a financial statement shiny app, along with versions of those functions to be used outside the app

#' @title Import a financial statement
#'
#' @description Import a financial statement from the web (off of marketwatch.com). This function makes use of rvest and xml2.
#' @param char A \code{string} containing the formal stock ticker of a desired company
#' @param state A \code{string} containing the desired financial statement of the company
#'     must be a character in the vector, c("Income-Statement", "Balance-Sheet", "Cash-Flows")
#' @return A \code{list} containing the following attributes:
#' \describe{
#'      \item{visualizeData}{A matrix containing the financial statement}
#'      \item{variables}{A vector of all of the variables contained on the financial statement}
#' }
#' @author Ryan Voyack
#' @importFrom magrittr %>%
#' @export
#' @examples
#' create.data('wmt') #imports Walmart's balance sheet with data from the last 5 years

create.data <- function(char,state){
  if(state=="Income-Statement"){
    c<-""
  }
  if(state=="Balance-Sheet"){
    c<-"balance-sheet"
  }
  if(state=="Cash-Flows"){
    c<-"cash-flow"
  }
  a<-'https://www.marketwatch.com/investing/stock/'
  b<-'/financials/'
  html <- paste(a,char,b,c,sep='')
  year17 <- xml2::read_html(html) %>%
    rvest::html_nodes(xpath='//tr//*[(((count(preceding-sibling::*) + 1) = 6) and parent::*)]') %>%
    rvest::html_text()
  year16 <- xml2::read_html(html) %>%
    rvest::html_nodes(xpath='//*[contains(concat( " ", @class, " " ), concat( " ", "valueCell", " " )) and (((count(preceding-sibling::*) + 1) = 5) and parent::*)] | //th[(((count(preceding-sibling::*) + 1) = 5) and parent::*)]') %>%
    rvest::html_text()
  year15 <- xml2::read_html(html) %>%
    rvest::html_nodes(xpath='//*[contains(concat( " ", @class, " " ), concat( " ", "valueCell", " " )) and (((count(preceding-sibling::*) + 1) = 4) and parent::*)] | //th[(((count(preceding-sibling::*) + 1) = 4) and parent::*)]') %>%
    rvest::html_text()
  year14 <- xml2::read_html(html) %>%
    rvest::html_nodes(xpath='//*[contains(concat( " ", @class, " " ), concat( " ", "valueCell", " " )) and (((count(preceding-sibling::*) + 1) = 3) and parent::*)] | //th[(((count(preceding-sibling::*) + 1) = 3) and parent::*)]') %>%
    rvest::html_text()
  year13 <- xml2::read_html(html) %>%
    rvest::html_nodes(xpath='//*[contains(concat( " ", @class, " " ), concat( " ", "valueCell", " " )) and (((count(preceding-sibling::*) + 1) = 2) and parent::*)] | //th[(((count(preceding-sibling::*) + 1) = 2) and parent::*)]') %>%
    rvest::html_text()

  variables <- xml2::read_html(html) %>%
    rvest::html_nodes(xpath='//*[contains(concat( " ", @class, " " ), concat( " ", "rowTitle", " " ))]') %>%
    rvest::html_text()
  #create matrix

  mylist<-c(year13[-1],year14[-1],year15[-1],year16[-1],year17[-1])

  fiscal.years<-c(year13[1],year14[1],year15[1],year16[1],year17[1])
  visualizeData<-matrix(mylist, ncol = 5)
  rownames(visualizeData)<-variables[-1]
  colnames(visualizeData)<-fiscal.years

  #create return
  returnList <- list(visualizeData, variables)
  return(returnList)
}