CompanyFrames.ipynb

{
 "cells": [
  {
   "cell_type": "code",
   "execution_count": 1,
   "id": "eac9a645",
   "metadata": {},
   "outputs": [],
   "source": [
    "from Quantamental_functions import *\n",
    "\n",
    "%load_ext autoreload\n",
    "%autoreload 2"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 2,
   "id": "db204f5f",
   "metadata": {},
   "outputs": [],
   "source": [
    "pd.set_option('display.float_format', lambda x: '%.2f' % x)\n",
    "pd.options.display.max_columns = 99999"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 3,
   "id": "1d74e5f9",
   "metadata": {},
   "outputs": [
    {
     "name": "stderr",
     "output_type": "stream",
     "text": [
      "[*********************100%%**********************]  1 of 1 completed\n"
     ]
    }
   ],
   "source": [
    "start_year, end_year = 2019, 2024\n",
    "start_date = datetime(start_year, 1, 1)\n",
    "end_date = datetime(end_year, 4, 1)\n",
    "bond_ticker = \"^IRX\"\n",
    "bond_yield = get_data(bond_ticker, start_date, end_date) / 100\n",
    "company_info = fetch_company_info()"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 4,
   "id": "9d11d0d3",
   "metadata": {},
   "outputs": [],
   "source": [
    "frames_file = process_data(start_year, end_year)\n",
    "frames_data = load_pickle(frames_file)\n",
    "#frames_data = load_pickle('frames_data.pkl')"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 5,
   "id": "84228c28",
   "metadata": {},
   "outputs": [],
   "source": [
    "frames_df_file = process_cik_data(frames_data, bond_yield, start_date, end_date)\n",
    "frames_df = load_pickle(frames_df_file)\n",
    "#frames_df = load_pickle('frames_df_file.pkl')"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 6,
   "id": "8db526ac",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/html": [
       "<div>\n",
       "<style scoped>\n",
       "    .dataframe tbody tr th:only-of-type {\n",
       "        vertical-align: middle;\n",
       "    }\n",
       "\n",
       "    .dataframe tbody tr th {\n",
       "        vertical-align: top;\n",
       "    }\n",
       "\n",
       "    .dataframe thead th {\n",
       "        text-align: right;\n",
       "    }\n",
       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>cik_str</th>\n",
       "      <th>ticker</th>\n",
       "      <th>title</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "    <tr>\n",
       "      <th>76</th>\n",
       "      <td>1166691</td>\n",
       "      <td>CMCSA</td>\n",
       "      <td>COMCAST CORP</td>\n",
       "    </tr>\n",
       "  </tbody>\n",
       "</table>\n",
       "</div>"
      ],
      "text/plain": [
       "    cik_str ticker         title\n",
       "76  1166691  CMCSA  COMCAST CORP"
      ]
     },
     "execution_count": 6,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "user_title = input(\"Enter the company name: \").upper()\n",
    "filtered_companies = company_info[company_info['title'].str.contains(user_title, na=False)]\n",
    "filtered_companies"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 7,
   "id": "716e6788",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "CIK: 1166691\n",
      "CMCSA cannot be classified due to insufficient data.\n"
     ]
    },
    {
     "data": {
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       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>basic earnings per share</th>\n",
       "      <th>capex</th>\n",
       "      <th>cash flow from financing</th>\n",
       "      <th>cash flow from investing</th>\n",
       "      <th>cash flow from operations</th>\n",
       "      <th>change in cash</th>\n",
       "      <th>depreciation and amortisation</th>\n",
       "      <th>diluted earnings per share</th>\n",
       "      <th>income before income taxes</th>\n",
       "      <th>net income</th>\n",
       "      <th>operating income</th>\n",
       "      <th>total non operating expenses</th>\n",
       "      <th>total revenues</th>\n",
       "      <th>marketable securities</th>\n",
       "      <th>accrued expenses and other</th>\n",
       "      <th>bond_yield</th>\n",
       "      <th>eps growth rate</th>\n",
       "      <th>intrinsic value</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "    <tr>\n",
       "      <th>2019-03-31</th>\n",
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       "      <td>2092000000.00</td>\n",
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       "      <td>676000000.00</td>\n",
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       "      <td>0</td>\n",
       "      <td>0.02</td>\n",
       "      <td>0.00</td>\n",
       "      <td>1237.03</td>\n",
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       "    <tr>\n",
       "      <th>2019-06-30</th>\n",
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       "      <td>2263000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3276000000.00</td>\n",
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       "      <td>4164000000.00</td>\n",
       "      <td>3125000000.00</td>\n",
       "      <td>5356000000.00</td>\n",
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       "      <td>1215.36</td>\n",
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       "      <td>2511000000.00</td>\n",
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       "      <td>0.70</td>\n",
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       "      <td>5340000000.00</td>\n",
       "      <td>-110000000.00</td>\n",
       "      <td>26827000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.02</td>\n",
       "      <td>0.03</td>\n",
       "      <td>1489.33</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2019-12-31</th>\n",
       "      <td>0.69</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "      <td>0.00</td>\n",
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       "      <td>1678.47</td>\n",
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       "    <tr>\n",
       "      <th>2020-03-31</th>\n",
       "      <td>0.47</td>\n",
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       "      <td>374000000.00</td>\n",
       "      <td>-3101000000.00</td>\n",
       "      <td>5824000000.00</td>\n",
       "      <td>3020000000.00</td>\n",
       "      <td>3264000000.00</td>\n",
       "      <td>0.46</td>\n",
       "      <td>2924000000.00</td>\n",
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       "      <td>0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>-0.32</td>\n",
       "      <td>52981.18</td>\n",
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       "    <tr>\n",
       "      <th>2020-06-30</th>\n",
       "      <td>0.65</td>\n",
       "      <td>2076000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3264000000.00</td>\n",
       "      <td>0.65</td>\n",
       "      <td>3955000000.00</td>\n",
       "      <td>2988000000.00</td>\n",
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       "      <td>0.41</td>\n",
       "      <td>19757.49</td>\n",
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       "    <tr>\n",
       "      <th>2020-09-30</th>\n",
       "      <td>0.44</td>\n",
       "      <td>2387000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3320000000.00</td>\n",
       "      <td>0.44</td>\n",
       "      <td>2770000000.00</td>\n",
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       "      <td>4076000000.00</td>\n",
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       "      <td>0.74</td>\n",
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       "      <td>0.73</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3380000000.00</td>\n",
       "      <td>3918000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>27708000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.66</td>\n",
       "      <td>48516.92</td>\n",
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       "    <tr>\n",
       "      <th>2021-03-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>1859000000.00</td>\n",
       "      <td>-1898000000.00</td>\n",
       "      <td>-2612000000.00</td>\n",
       "      <td>7751000000.00</td>\n",
       "      <td>3208000000.00</td>\n",
       "      <td>3362000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>4411000000.00</td>\n",
       "      <td>3329000000.00</td>\n",
       "      <td>5039000000.00</td>\n",
       "      <td>390000000.00</td>\n",
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       "      <td>0</td>\n",
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       "      <td>0.00</td>\n",
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       "      <td>0.00</td>\n",
       "      <td>3383000000.00</td>\n",
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       "      <td>5630000000.00</td>\n",
       "      <td>3738000000.00</td>\n",
       "      <td>5507000000.00</td>\n",
       "      <td>1216000000.00</td>\n",
       "      <td>28546000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2021-09-30</th>\n",
       "      <td>0.00</td>\n",
       "      <td>2142000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3478000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>5166000000.00</td>\n",
       "      <td>4035000000.00</td>\n",
       "      <td>5450000000.00</td>\n",
       "      <td>766000000.00</td>\n",
       "      <td>30298000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2021-12-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
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       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2022-03-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>1856000000.00</td>\n",
       "      <td>-4490000000.00</td>\n",
       "      <td>-2597000000.00</td>\n",
       "      <td>7257000000.00</td>\n",
       "      <td>135000000.00</td>\n",
       "      <td>3548000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>4764000000.00</td>\n",
       "      <td>3549000000.00</td>\n",
       "      <td>5569000000.00</td>\n",
       "      <td>188000000.00</td>\n",
       "      <td>31010000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2022-06-30</th>\n",
       "      <td>0.00</td>\n",
       "      <td>2414000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3468000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>4502000000.00</td>\n",
       "      <td>3396000000.00</td>\n",
       "      <td>6367000000.00</td>\n",
       "      <td>-897000000.00</td>\n",
       "      <td>30016000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.02</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2022-09-30</th>\n",
       "      <td>0.00</td>\n",
       "      <td>2791000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3333000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>-3652000000.00</td>\n",
       "      <td>-4598000000.00</td>\n",
       "      <td>-2425000000.00</td>\n",
       "      <td>-266000000.00</td>\n",
       "      <td>29849000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.03</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2022-12-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.04</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "      <th>2023-03-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>2664000000.00</td>\n",
       "      <td>-3082000000.00</td>\n",
       "      <td>-3370000000.00</td>\n",
       "      <td>7228000000.00</td>\n",
       "      <td>796000000.00</td>\n",
       "      <td>3777000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>5243000000.00</td>\n",
       "      <td>3834000000.00</td>\n",
       "      <td>5646000000.00</td>\n",
       "      <td>607000000.00</td>\n",
       "      <td>29691000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.05</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2023-06-30</th>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3538000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>5726000000.00</td>\n",
       "      <td>4248000000.00</td>\n",
       "      <td>6709000000.00</td>\n",
       "      <td>15000000.00</td>\n",
       "      <td>30513000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.05</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
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       "    <tr>\n",
       "      <th>2023-09-30</th>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>3493000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>5465000000.00</td>\n",
       "      <td>4046000000.00</td>\n",
       "      <td>6475000000.00</td>\n",
       "      <td>50000000.00</td>\n",
       "      <td>30115000000.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.05</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2023-12-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.05</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "    </tr>\n",
       "    <tr>\n",
       "      <th>2024-03-31</th>\n",
       "      <td>0.00</td>\n",
       "      <td>2630000000.00</td>\n",
       "      <td>-4023000000.00</td>\n",
       "      <td>-3511000000.00</td>\n",
       "      <td>7848000000.00</td>\n",
       "      <td>304000000.00</td>\n",
       "      <td>3551000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>5105000000.00</td>\n",
       "      <td>3857000000.00</td>\n",
       "      <td>5810000000.00</td>\n",
       "      <td>298000000.00</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0</td>\n",
       "      <td>0</td>\n",
       "      <td>0.05</td>\n",
       "      <td>0.00</td>\n",
       "      <td>0.00</td>\n",
       "    </tr>\n",
       "  </tbody>\n",
       "</table>\n",
       "</div>"
      ],
      "text/plain": [
       "            basic earnings per share         capex  cash flow from financing  \\\n",
       "2019-03-31                      0.78 2092000000.00            -4325000000.00   \n",
       "2019-06-30                      0.69 2263000000.00                      0.00   \n",
       "2019-09-30                      0.71 2511000000.00                      0.00   \n",
       "2019-12-31                      0.69          0.00                      0.00   \n",
       "2020-03-31                      0.47 1881000000.00              374000000.00   \n",
       "2020-06-30                      0.65 2076000000.00                      0.00   \n",
       "2020-09-30                      0.44 2387000000.00                      0.00   \n",
       "2020-12-31                      0.74          0.00                      0.00   \n",
       "2021-03-31                      0.00 1859000000.00            -1898000000.00   \n",
       "2021-06-30                      0.00 2144000000.00                      0.00   \n",
       "2021-09-30                      0.00 2142000000.00                      0.00   \n",
       "2021-12-31                      0.00          0.00                      0.00   \n",
       "2022-03-31                      0.00 1856000000.00            -4490000000.00   \n",
       "2022-06-30                      0.00 2414000000.00                      0.00   \n",
       "2022-09-30                      0.00 2791000000.00                      0.00   \n",
       "2022-12-31                      0.00          0.00                      0.00   \n",
       "2023-03-31                      0.00 2664000000.00            -3082000000.00   \n",
       "2023-06-30                      0.00          0.00                      0.00   \n",
       "2023-09-30                      0.00          0.00                      0.00   \n",
       "2023-12-31                      0.00          0.00                      0.00   \n",
       "2024-03-31                      0.00 2630000000.00            -4023000000.00   \n",
       "\n",
       "            cash flow from investing  cash flow from operations  \\\n",
       "2019-03-31            -3226000000.00              7231000000.00   \n",
       "2019-06-30                      0.00                       0.00   \n",
       "2019-09-30                      0.00                       0.00   \n",
       "2019-12-31                      0.00                       0.00   \n",
       "2020-03-31            -3101000000.00              5824000000.00   \n",
       "2020-06-30                      0.00                       0.00   \n",
       "2020-09-30                      0.00                       0.00   \n",
       "2020-12-31                      0.00                       0.00   \n",
       "2021-03-31            -2612000000.00              7751000000.00   \n",
       "2021-06-30                      0.00                       0.00   \n",
       "2021-09-30                      0.00                       0.00   \n",
       "2021-12-31                      0.00                       0.00   \n",
       "2022-03-31            -2597000000.00              7257000000.00   \n",
       "2022-06-30                      0.00                       0.00   \n",
       "2022-09-30                      0.00                       0.00   \n",
       "2022-12-31                      0.00                       0.00   \n",
       "2023-03-31            -3370000000.00              7228000000.00   \n",
       "2023-06-30                      0.00                       0.00   \n",
       "2023-09-30                      0.00                       0.00   \n",
       "2023-12-31                      0.00                       0.00   \n",
       "2024-03-31            -3511000000.00              7848000000.00   \n",
       "\n",
       "            change in cash  depreciation and amortisation  \\\n",
       "2019-03-31   -312000000.00                  3320000000.00   \n",
       "2019-06-30            0.00                  3276000000.00   \n",
       "2019-09-30            0.00                  3180000000.00   \n",
       "2019-12-31            0.00                           0.00   \n",
       "2020-03-31   3020000000.00                  3264000000.00   \n",
       "2020-06-30            0.00                  3264000000.00   \n",
       "2020-09-30            0.00                  3320000000.00   \n",
       "2020-12-31            0.00                           0.00   \n",
       "2021-03-31   3208000000.00                  3362000000.00   \n",
       "2021-06-30            0.00                  3383000000.00   \n",
       "2021-09-30            0.00                  3478000000.00   \n",
       "2021-12-31            0.00                           0.00   \n",
       "2022-03-31    135000000.00                  3548000000.00   \n",
       "2022-06-30            0.00                  3468000000.00   \n",
       "2022-09-30            0.00                  3333000000.00   \n",
       "2022-12-31            0.00                           0.00   \n",
       "2023-03-31    796000000.00                  3777000000.00   \n",
       "2023-06-30            0.00                  3538000000.00   \n",
       "2023-09-30            0.00                  3493000000.00   \n",
       "2023-12-31            0.00                           0.00   \n",
       "2024-03-31    304000000.00                  3551000000.00   \n",
       "\n",
       "            diluted earnings per share  income before income taxes  \\\n",
       "2019-03-31                        0.77               4708000000.00   \n",
       "2019-06-30                        0.68               4164000000.00   \n",
       "2019-09-30                        0.70               4063000000.00   \n",
       "2019-12-31                        0.68                        0.00   \n",
       "2020-03-31                        0.46               2924000000.00   \n",
       "2020-06-30                        0.65               3955000000.00   \n",
       "2020-09-30                        0.44               2770000000.00   \n",
       "2020-12-31                        0.73                        0.00   \n",
       "2021-03-31                        0.00               4411000000.00   \n",
       "2021-06-30                        0.00               5630000000.00   \n",
       "2021-09-30                        0.00               5166000000.00   \n",
       "2021-12-31                        0.00                        0.00   \n",
       "2022-03-31                        0.00               4764000000.00   \n",
       "2022-06-30                        0.00               4502000000.00   \n",
       "2022-09-30                        0.00              -3652000000.00   \n",
       "2022-12-31                        0.00                        0.00   \n",
       "2023-03-31                        0.00               5243000000.00   \n",
       "2023-06-30                        0.00               5726000000.00   \n",
       "2023-09-30                        0.00               5465000000.00   \n",
       "2023-12-31                        0.00                        0.00   \n",
       "2024-03-31                        0.00               5105000000.00   \n",
       "\n",
       "               net income  operating income  total non operating expenses  \\\n",
       "2019-03-31  3553000000.00     5182000000.00                  676000000.00   \n",
       "2019-06-30  3125000000.00     5356000000.00                  -55000000.00   \n",
       "2019-09-30  3217000000.00     5340000000.00                 -110000000.00   \n",
       "2019-12-31  3162000000.00     5247000000.00                          0.00   \n",
       "2020-03-31  2147000000.00     4852000000.00                 -716000000.00   \n",
       "2020-06-30  2988000000.00     4647000000.00                  420000000.00   \n",
       "2020-09-30  2019000000.00     4076000000.00                  -86000000.00   \n",
       "2020-12-31  3380000000.00     3918000000.00                          0.00   \n",
       "2021-03-31  3329000000.00     5039000000.00                  390000000.00   \n",
       "2021-06-30  3738000000.00     5507000000.00                 1216000000.00   \n",
       "2021-09-30  4035000000.00     5450000000.00                  766000000.00   \n",
       "2021-12-31           0.00              0.00                          0.00   \n",
       "2022-03-31  3549000000.00     5569000000.00                  188000000.00   \n",
       "2022-06-30  3396000000.00     6367000000.00                 -897000000.00   \n",
       "2022-09-30 -4598000000.00    -2425000000.00                 -266000000.00   \n",
       "2022-12-31           0.00              0.00                          0.00   \n",
       "2023-03-31  3834000000.00     5646000000.00                  607000000.00   \n",
       "2023-06-30  4248000000.00     6709000000.00                   15000000.00   \n",
       "2023-09-30  4046000000.00     6475000000.00                   50000000.00   \n",
       "2023-12-31           0.00              0.00                          0.00   \n",
       "2024-03-31  3857000000.00     5810000000.00                  298000000.00   \n",
       "\n",
       "            total revenues  marketable securities  accrued expenses and other  \\\n",
       "2019-03-31  26859000000.00                      0                           0   \n",
       "2019-06-30  26858000000.00                      0                           0   \n",
       "2019-09-30  26827000000.00                      0                           0   \n",
       "2019-12-31  28398000000.00                      0                           0   \n",
       "2020-03-31  26609000000.00                      0                           0   \n",
       "2020-06-30  23715000000.00                      0                           0   \n",
       "2020-09-30  25532000000.00                      0                           0   \n",
       "2020-12-31  27708000000.00                      0                           0   \n",
       "2021-03-31  27205000000.00                      0                           0   \n",
       "2021-06-30  28546000000.00                      0                           0   \n",
       "2021-09-30  30298000000.00                      0                           0   \n",
       "2021-12-31            0.00                      0                           0   \n",
       "2022-03-31  31010000000.00                      0                           0   \n",
       "2022-06-30  30016000000.00                      0                           0   \n",
       "2022-09-30  29849000000.00                      0                           0   \n",
       "2022-12-31            0.00                      0                           0   \n",
       "2023-03-31  29691000000.00                      0                           0   \n",
       "2023-06-30  30513000000.00                      0                           0   \n",
       "2023-09-30  30115000000.00                      0                           0   \n",
       "2023-12-31            0.00                      0                           0   \n",
       "2024-03-31            0.00                      0                           0   \n",
       "\n",
       "            bond_yield  eps growth rate  intrinsic value  \n",
       "2019-03-31        0.02             0.00          1237.03  \n",
       "2019-06-30        0.02            -0.12          1215.36  \n",
       "2019-09-30        0.02             0.03          1489.33  \n",
       "2019-12-31        0.02            -0.03          1678.47  \n",
       "2020-03-31        0.00            -0.32         52981.18  \n",
       "2020-06-30        0.00             0.41         19757.49  \n",
       "2020-09-30        0.00            -0.32         17888.29  \n",
       "2020-12-31        0.00             0.66         48516.92  \n",
       "2021-03-31        0.00            -1.00             0.00  \n",
       "2021-06-30        0.00             0.00             0.00  \n",
       "2021-09-30        0.00             0.00             0.00  \n",
       "2021-12-31        0.00             0.00             0.00  \n",
       "2022-03-31        0.00             0.00             0.00  \n",
       "2022-06-30        0.02             0.00             0.00  \n",
       "2022-09-30        0.03             0.00             0.00  \n",
       "2022-12-31        0.04             0.00             0.00  \n",
       "2023-03-31        0.05             0.00             0.00  \n",
       "2023-06-30        0.05             0.00             0.00  \n",
       "2023-09-30        0.05             0.00             0.00  \n",
       "2023-12-31        0.05             0.00             0.00  \n",
       "2024-03-31        0.05             0.00             0.00  "
      ]
     },
     "metadata": {},
     "output_type": "display_data"
    }
   ],
   "source": [
    "user_cik = input(\"Enter the CIK: \")\n",
    "show_ticker_from_cik(user_cik, api_df=frames_df)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 8,
   "id": "1f8978bb",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/html": [
       "<div>\n",
       "<style scoped>\n",
       "    .dataframe tbody tr th:only-of-type {\n",
       "        vertical-align: middle;\n",
       "    }\n",
       "\n",
       "    .dataframe tbody tr th {\n",
       "        vertical-align: top;\n",
       "    }\n",
       "\n",
       "    .dataframe thead th {\n",
       "        text-align: right;\n",
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       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>Defensive Assets</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "  </tbody>\n",
       "</table>\n",
       "</div>"
      ],
      "text/plain": [
       "Empty DataFrame\n",
       "Columns: [Defensive Assets]\n",
       "Index: []"
      ]
     },
     "metadata": {},
     "output_type": "display_data"
    },
    {
     "data": {
      "text/html": [
       "<div>\n",
       "<style scoped>\n",
       "    .dataframe tbody tr th:only-of-type {\n",
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       "\n",
       "    .dataframe tbody tr th {\n",
       "        vertical-align: top;\n",
       "    }\n",
       "\n",
       "    .dataframe thead th {\n",
       "        text-align: right;\n",
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       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>Enterprising Assets</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
       "  </tbody>\n",
       "</table>\n",
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       "Empty DataFrame\n",
       "Columns: [Enterprising Assets]\n",
       "Index: []"
      ]
     },
     "metadata": {},
     "output_type": "display_data"
    },
    {
     "data": {
      "text/html": [
       "<div>\n",
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       "\n",
       "    .dataframe tbody tr th {\n",
       "        vertical-align: top;\n",
       "    }\n",
       "\n",
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       "        text-align: right;\n",
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       "</style>\n",
       "<table border=\"1\" class=\"dataframe\">\n",
       "  <thead>\n",
       "    <tr style=\"text-align: right;\">\n",
       "      <th></th>\n",
       "      <th>NCAV Assets</th>\n",
       "    </tr>\n",
       "  </thead>\n",
       "  <tbody>\n",
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       "Columns: [NCAV Assets]\n",
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     },
     "metadata": {},
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    }
   ],
   "source": [
    "defensive_frames, enterprising_frames, ncav_frames = classify_multiple_ciks(frames_df.keys(), 'frames', api_df=frames_df)\n",
    "\n",
    "display(defensive_frames)\n",
    "display(enterprising_frames)\n",
    "display(ncav_frames)"
   ]
  }
 ],
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