### Install Documentation Dependencies

Source: https://ranaroussi.github.io/yfinance/development/documentation.html

Installs Sphinx and related themes/plugins required for building the documentation locally. Use this command after cloning the repository.

```bash
pip install -r requirements.txt
pip install Sphinx==8.0.2 pydata-sphinx-theme==0.15.4 Jinja2==3.1.4 sphinx-copybutton==0.5.2

```

--------------------------------

### Install yfinance

Source: https://ranaroussi.github.io/yfinance/index.html

Install the yfinance library using pip. This is the first step before using any of its functionalities.

```bash
$ pip install yfinance

```

--------------------------------

### Install yfinance from a Git Branch using PIP

Source: https://ranaroussi.github.io/yfinance/development/running.html

Use this command to install yfinance directly from a specific branch on GitHub using pip. Replace {user}/{repo} and {branch} with your details.

```bash
pip install git+https://github.com/{user}/{repo}.git@{branch}
```

```bash
pip install git+https://github.com/ranaroussi/yfinance.git@feature/name
```

--------------------------------

### Duplicate Dividend (within 7 days) Example

Source: https://ranaroussi.github.io/yfinance/advanced/price_repair.html

Shows an example of a duplicate dividend entry within a 7-day period. The duplicate dividend is removed or adjusted.

```python
# ORIGINAL:
                               Close  Adj Close  Dividends
2023-05-10 00:00:00+02:00  70.580002  70.352142       0.21
2023-05-09 00:00:00+02:00  65.739998  65.318443       0.21
2023-05-08 00:00:00+02:00  66.379997  65.745682       0.00

```

```python
# REPAIRED:
                               Close  Adj Close  Dividends
2023-05-10 00:00:00+02:00  70.580002  70.352142       0.00
2023-05-09 00:00:00+02:00  65.739998  65.527764       0.21
2023-05-08 00:00:00+02:00  66.379997  65.956371       0.00

```

--------------------------------

### Serve Local Documentation

Source: https://ranaroussi.github.io/yfinance/development/documentation.html

Starts a local HTTP server to view the generated HTML documentation in a web browser. Navigate to http://localhost:8000 after running this command.

```bash
python -m http.server -d ./doc/_build/html

```

--------------------------------

### Install yfinance without curl_cffi

Source: https://ranaroussi.github.io/yfinance/advanced/install.html

Installs yfinance using pip, excluding the `curl_cffi` package and falling back to standard requests. This is useful if `curl_cffi` causes issues or is not desired.

```bash
curl -fsSL https://raw.githubusercontent.com/ranaroussi/yfinance/main/requirements.txt | grep -vi '^curl_cffi' | pip install -r /dev/stdin
pip install --no-deps yfinance

```

--------------------------------

### Search Module Examples

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.search.html

Demonstrates how to use the Search module to retrieve stock quotes, news articles, and research related to a query. Requires importing the yfinance library.

```python
import yfinance as yf

# get list of quotes
quotes = yf.Search("AAPL", max_results=10).quotes

# get list of news
news = yf.Search("Google", news_count=10).news

# get list of related research
research = yf.Search("apple", include_research=True).research
```

--------------------------------

### Constructing a Fund Query

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.FundQuery.html

This example demonstrates how to use the FundQuery class to build a filter for mutual funds. It combines multiple criteria using logical and comparison operators.

```python
from yfinance import FundQuery

FundQuery('and', [
    FundQuery('eq', ['categoryname', 'Large Growth']),
    FundQuery('is-in', ['performanceratingoverall', 4, 5]),
    FundQuery('lt', ['initialinvestment', 100001]),
    FundQuery('lt', ['annualreturnnavy1categoryrank', 50]),
    FundQuery('eq', ['exchange', 'NAS'])
])

```

--------------------------------

### Example Usage of FundQuery

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.FundQuery.html

Demonstrates how to use the FundQuery class to create a complex filter for 'Large Growth' mutual funds with specific performance and investment criteria.

```APIDOC
## Example
```python
from yfinance import FundQuery

# Constructing a filter for large growth funds
large_growth_funds_filter = FundQuery('and', [
    FundQuery('eq', ['categoryname', 'Large Growth']),
    FundQuery('is-in', ['performanceratingoverall', 4, 5]),
    FundQuery('lt', ['initialinvestment', 100001]),
    FundQuery('lt', ['annualreturnnavy1categoryrank', 50]),
    FundQuery('eq', ['exchange', 'NAS'])
])
```
```

--------------------------------

### Get Info

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves general information about the ticker.

```APIDOC
## Get Info

### Description
Returns general information about the ticker.

### Method
get_info

### Returns
dict: A dictionary containing various information about the company.
```

--------------------------------

### Constructing an ETF Query

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.ETFQuery.html

This example demonstrates how to build a query to find US ETFs with a performance rating of 4 or 5 and an intraday price greater than 10. It uses 'and', 'gt', 'is-in', and 'eq' operators.

```python
from yfinance import ETFQuery

ETFQuery('and', [
    ETFQuery('gt', ['intradayprice', 10]),
    ETFQuery('is-in', ['performanceratingoverall', 4, 5]),
    ETFQuery('eq', ['region', 'us'])
])
```

--------------------------------

### AsyncWebSocket.listen()

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.AsyncWebSocket.html

Starts listening for messages from the WebSocket server. A message handler can be provided to process incoming data.

```APIDOC
## AsyncWebSocket.listen()

### Description
Start listening to messages from the WebSocket server.

### Parameters
* **message_handler** (_Optional[Callable[[dict], None]]_) - Optional function to handle received messages.

### Method
`async def listen(message_handler=None)`
```

--------------------------------

### Constructing an EquityQuery Filter

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.EquityQuery.html

This example demonstrates how to create a predefined Yahoo query named 'aggressive_small_caps' using the EquityQuery class. It filters for stocks in specific exchanges ('NMS', 'NYQ') and with an earnings per share growth less than 15.

```python
from yfinance import EquityQuery

EquityQuery('and', [
    EquityQuery('is-in', ['exchange', 'NMS', 'NYQ']),
    EquityQuery('lt', ["epsgrowth.lasttwelvemonths", 15])
])

```

--------------------------------

### WebSocket.listen()

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.WebSocket.html

Starts listening for incoming messages from the WebSocket server. An optional message handler can be provided to process received data.

```APIDOC
## WebSocket.listen()

### Description
Start listening to messages from the WebSocket server.

### Parameters
* **message_handler** (_Optional_[Callable[[dict], None]]_) – Optional function to handle received messages.
```

--------------------------------

### Missing Dividend Adjustment Example

Source: https://ranaroussi.github.io/yfinance/advanced/price_repair.html

Demonstrates a case where the dividend adjustment was missing. The `Repaired?` column is not set to `True` as only `Adj Close` is modified.

```python
# ORIGINAL:
                           Close  Adj Close  Dividends
2024-07-08 00:00:00+08:00   4.33       4.33   0.335715
2024-07-04 00:00:00+08:00   4.83       4.83   0.000000

```

```python
# REPAIRED:
                           Close  Adj Close  Dividends
2024-07-08 00:00:00+08:00   4.33   4.330000   0.335715
2024-07-04 00:00:00+08:00   4.83   4.494285   0.000000

```

--------------------------------

### Import yfinance Library

Source: https://ranaroussi.github.io/yfinance/index.html

Import the yfinance library and create a Ticker object for a specific stock symbol. This is a common starting point for data retrieval.

```python
import yfinance as yf
dat = yf.Ticker("MSFT")

```

--------------------------------

### Run a Custom Equity Screen Query

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.screen.html

Execute a custom screening query for equities using the EquityQuery object. This example filters for stocks with a percent change greater than 3% and in the 'us' region, sorted by percent change.

```python
import yfinance as yf
from yfinance import EquityQuery
q = EquityQuery('and', [
       EquityQuery('gt', ['percentchange', 3]),
       EquityQuery('eq', ['region', 'us'])
])
response = yf.screen(q, sortField = 'percentchange', sortAsc = True)
```

--------------------------------

### Chain Ticker with Sector and Industry

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.sector_industry.html

Illustrates how to link Ticker objects with Sector and Industry modules. Shows retrieving sector and industry keys from a Ticker and then using those to get ticker data.

```python
import yfinance as yf
# Ticker to Sector and Industry
msft = yf.Ticker('MSFT')
tech = yf.Sector(msft.info.get('sectorKey'))
software = yf.Industry(msft.info.get('industryKey'))

# Sector and Industry to Ticker
tech_ticker = tech.ticker
tech_ticker.info
software_ticker = software.ticker
software_ticker.history()

```

--------------------------------

### Get Earnings Calendar with Default Parameters

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Calendars.html

Retrieves the earnings calendar using default parameters. Ensure yfinance is imported as yf.

```python
import yfinance as yf

calendars = yf.Calendars()
earnings_calendar = calendars.get_earnings_calendar(limit=50)
print(earnings_calendar)
```

--------------------------------

### Missing Split Adjustment Example

Source: https://ranaroussi.github.io/yfinance/advanced/price_repair.html

Illustrates a scenario where a stock split occurred, but preceding price data was not adjusted. This repair requires the date range to include one day after the split for calibration.

--------------------------------

### Dividend Adjustment Too Small Example

Source: https://ranaroussi.github.io/yfinance/advanced/price_repair.html

Presents a case where the dividend adjustment was too small. The `Adj Close` is corrected to reflect the actual dividend amount.

```python
# ORIGINAL:
                           Close  Adj Close  Dividends
2024-06-13 00:00:00+01:00  3.185   3.185000    0.05950
2024-06-12 00:00:00+01:00  3.270   3.269405    0.00000

```

```python
# REPAIRED:
                           Close  Adj Close  Dividends
2024-06-13 00:00:00+01:00  3.185   3.185000    0.05950
2024-06-12 00:00:00+01:00  3.270   3.210500    0.00000

```

--------------------------------

### Lookup Module - Get Cryptocurrencies

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.search.html

Fetches a list of cryptocurrency instruments for a given ticker symbol using the Lookup module. Requires importing the yfinance library.

```python
import yfinance as yf

# Get Cryptocurrencies
cryptocurrency = yf.Lookup("AAPL").cryptocurrency
cryptocurrency = yf.Lookup("AAPL").get_cryptocurrency(count=100)
```

--------------------------------

### Get Economic Events Calendar

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Calendars.html

Retrieves economic events calendar data. Allows specifying start and end dates, a limit for results, and an offset for pagination. Can force a re-query if cache exists.

```python
calendars.get_economic_events_calendar(_start ='2025-11-08', _end ='2025-11-08', _limit =12, _offset =0, _force =False)
```

--------------------------------

### Get Splits Calendar

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Calendars.html

Fetches stock splits calendar data. Parameters include start and end dates, a limit for the number of results, and an offset for pagination. The force parameter can be used to refresh data.

```python
calendars.get_splits_calendar(_start ='2025-11-08', _end ='2025-11-08', _limit =12, _offset =0, _force =False)
```

--------------------------------

### Lookup Module - Get Stocks

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.search.html

Fetches a list of stock instruments for a given ticker symbol using the Lookup module. Requires importing the yfinance library.

```python
import yfinance as yf

# Get Stocks
stock = yf.Lookup("AAPL").stock
stock = yf.Lookup("AAPL").get_stock(count=100)
```

--------------------------------

### Add Local yfinance Clone to Python Path

Source: https://ranaroussi.github.io/yfinance/development/running.html

If you have cloned the yfinance repository locally, you can add its path to your Python environment. This is useful for project-specific installations. Ensure you are adding the correct path to the cloned repository.

```python
import sys
sys.path.insert(0, "path/to/downloaded/yfinance")
```

--------------------------------

### Initialize Sector and Industry Objects

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.sector_industry.html

Demonstrates how to initialize Sector and Industry objects using their respective keys. Shows common information and sector/industry-specific attributes.

```python
import yfinance as yf

tech = yf.Sector('technology')
software = yf.Industry('software-infrastructure')

# Common information
tech.key
tech.name
tech.symbol
tech.ticker
tech.overview
tech.top_companies
tech.research_reports

# Sector information
tech.top_etfs
tech.top_mutual_funds
tech.industries

# Industry information
software.sector_key
software.sector_name
software.top_performing_companies
software.top_growth_companies

```

--------------------------------

### __init__

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.EquityQuery.html

Initializes an EquityQuery object. This method allows users to define equity queries using specified operators and operands.

```APIDOC
## __init__

### Description
Initializes an EquityQuery object with a specified operator and operand.

### Parameters
#### Path Parameters
- **operator** (Literal['eq', 'is-in', 'btwn', 'gt', 'lt', 'gte', 'lte', 'and', 'or']) - Required - The operator to use for the query.
- **operand** (List[QueryBase] | List[str] | List[Real]) - Required - The operand(s) for the query. This can be a list of QueryBase objects, strings, or real numbers.

### Method
__init__
```

--------------------------------

### Initialize and Query yfinance Calendars

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.calendars.html

Demonstrates initializing the Calendars class with default and custom date ranges, accessing calendar properties, and performing manual queries for various event types.

```python
import yfinance as yf
from datetime import datetime, timedelta

# Default init (today + 7 days)
calendar = yf.Calendars()

# Today's events: calendar of 1 day
tomorrow = datetime.now() + timedelta(days=1)
calendar = yf.Calendars(end=tomorrow)

# Default calendar queries - accessing the properties will fetch the data from YF
calendar.earnings_calendar
calendar.ipo_info_calendar
calendar.splits_calendar
calendar.economic_events_calendar

# Manual queries
calendar.get_earnings_calendar()
calendar.get_ipo_info_calendar()
calendar.get_splits_calendar()
calendar.get_economic_events_calendar()
```

--------------------------------

### top_etfs

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Sector.html

Gets the top ETFs for the sector.

```APIDOC
## top_etfs

### Description
Gets the top ETFs for the sector.

### Returns
A dictionary of ETF symbols and names.

Return type:
    
Dict[str, str]
```

--------------------------------

### Initialize Market Object and Access Data

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.market.html

Demonstrates how to initialize a Market object for a specific region (EUROPE) and access its status and summary attributes.

```python
import yfinance as yf

EUROPE = yf.Market("EUROPE")

status = EUROPE.status
summary = EUROPE.summary

```

--------------------------------

### Using a Proxy Server

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Illustrates how to configure and use a proxy server for downloading data using Ticker methods.

```APIDOC
## Proxy Server Configuration

### Description
Allows specifying a proxy server for downloading data through various Ticker methods.

### Usage Examples
```python
import yfinance as yf

msft = yf.Ticker("MSFT")

# Example of using proxy with history method
# msft.history(proxy="PROXY_SERVER")

# Other methods that support proxy:
# msft.get_actions(proxy="PROXY_SERVER")
# msft.get_dividends(proxy="PROXY_SERVER")
# msft.get_splits(proxy="PROXY_SERVER")
# msft.get_capital_gains(proxy="PROXY_SERVER")
# msft.get_balance_sheet(proxy="PROXY_SERVER")
# msft.get_cashflow(proxy="PROXY_SERVER")
# msft.option_chain(proxy="PROXY_SERVER")
```
```

--------------------------------

### top_mutual_funds

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Sector.html

Gets the top mutual funds for the sector.

```APIDOC
## top_mutual_funds

### Description
Gets the top mutual funds for the sector.

### Returns
A dictionary of mutual fund symbols and names.

Return type:
    
Dict[str, str]
```

--------------------------------

### Get Growth Estimates

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves growth estimates for the ticker.

```APIDOC
## Get Growth Estimates

### Description
Returns growth estimates for the ticker.

### Method
get_growth_estimates

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.

### Returns
DataFrame or dict: Data indexed by time periods with columns like stock, industry, sector, index.
```

--------------------------------

### Get Funds Data

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves fund-related data for the ticker.

```APIDOC
## Get Funds Data

### Description
Returns fund-related data for the ticker.

### Method
get_funds_data

### Returns
FundsData | None: Fund data or None if not available.
```

--------------------------------

### Get Fast Info

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves fast-access information for the ticker.

```APIDOC
## Get Fast Info

### Description
Returns fast-access information for the ticker.

### Method
get_fast_info

### Returns
dict: A dictionary containing quick-access financial information.
```

--------------------------------

### Get Earnings Estimate

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves earnings estimates for the ticker.

```APIDOC
## Get Earnings Estimate

### Description
Returns earnings estimates for the ticker.

### Method
get_earnings_estimate

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.

### Returns
DataFrame or dict: Data indexed by quarter/year with columns like numberOfAnalysts, avg, low, high, yearAgoEps, growth.
```

--------------------------------

### live

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Establishes a live data connection for the ticker.

```APIDOC
## live

### Description
Establishes a live data connection for the ticker.

### Method
`live(_message_handler =None_, _verbose =True_)`

### Parameters
* **_message_handler** (callable) - Optional - A function to handle incoming messages.
* **_verbose** (bool) - Optional - If True, prints verbose output. Defaults to True.

### Response
Initiates a live data stream.
```

--------------------------------

### Get Dividends

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves dividend data for a specified period.

```APIDOC
## Get Dividends

### Description
Returns dividends for the ticker.

### Method
get_dividends

### Parameters
* **period** (str) - Optional - Defaults to 'max'. Specifies the period for which to retrieve dividends.
```

--------------------------------

### Using Proxy Server with Ticker Methods

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Illustrates how to configure a proxy server for various yfinance Ticker methods when downloading data, ensuring requests are routed through the specified proxy.

```python
import yfinance as yf

msft = yf.Ticker("MSFT")

msft.history(..., proxy="PROXY_SERVER")
msft.get_actions(proxy="PROXY_SERVER")
msft.get_dividends(proxy="PROXY_SERVER")
msft.get_splits(proxy="PROXY_SERVER")
msft.get_capital_gains(proxy="PROXY_SERVER")
msft.get_balance_sheet(proxy="PROXY_SERVER")
msft.get_cashflow(proxy="PROXY_SERVER")
msft.option_chain(..., proxy="PROXY_SERVER")
...

```

--------------------------------

### Get Major Holders

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves data on major holders for the ticker.

```APIDOC
## Get Major Holders

### Description
Returns data on major holders for the ticker.

### Method
get_major_holders

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.
```

--------------------------------

### Initialize and Use Ticker Object

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Demonstrates how to initialize a Ticker object for a single stock and access various data points like historical data, options, financials, calendar, analyst targets, and live data.

```python
import yfinance as yf

dat = yf.Ticker("MSFT")

# get historical market data
dat.history(period='1mo')

# options
dat.option_chain(dat.options[0]).calls

# get financials
dat.balance_sheet
dat.quarterly_income_stmt

# dates
dat.calendar

# general info
dat.info

# analysis
dat.analyst_price_targets

# websocket
dat.live()

```

--------------------------------

### Get Institutional Holders

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves data on institutional holders for the ticker.

```APIDOC
## Get Institutional Holders

### Description
Returns data on institutional holders for the ticker.

### Method
get_institutional_holders

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.
```

--------------------------------

### Get Insider Transactions

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves data on insider transactions for the ticker.

```APIDOC
## Get Insider Transactions

### Description
Returns data on insider transactions for the ticker.

### Method
get_insider_transactions

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.
```

--------------------------------

### WebSocket Initialization

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.WebSocket.html

Initializes the WebSocket client for streaming real-time pricing data. Users can specify the WebSocket server URL and control verbose output.

```APIDOC
## WebSocket Class

### Description
Synchronous WebSocket client for streaming real time pricing data.

### Parameters
* **url** (_str_) – The WebSocket server URL. Defaults to Yahoo Finance’s WebSocket URL.
* **verbose** (_bool_) – Flag to enable or disable print statements. Defaults to True.
```

--------------------------------

### Get Insider Purchases

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves data on insider purchases for the ticker.

```APIDOC
## Get Insider Purchases

### Description
Returns data on insider purchases for the ticker.

### Method
get_insider_purchases

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.
```

--------------------------------

### Run All Tests

Source: https://ranaroussi.github.io/yfinance/development/testing.html

Discover and run all tests within the `tests` directory and its subdirectories.

```bash
python -m unittest discover -s tests
```

--------------------------------

### Get Earnings History

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves historical earnings data for the ticker.

```APIDOC
## Get Earnings History

### Description
Returns historical earnings data for the ticker.

### Method
get_earnings_history

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.

### Returns
DataFrame or dict: Data indexed by DatetimeIndex with columns like epsEstimate, epsActual, epsDifference, surprisePercent.
```

--------------------------------

### get_recommendations

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.analysis.html

Returns a DataFrame with the recommendations. Columns include period, strongBuy, buy, hold, sell, and strongSell.

```APIDOC
## get_recommendations

### Description
Returns a DataFrame with the recommendations. Columns include period, strongBuy, buy, hold, sell, and strongSell.

### Method
GET

### Endpoint
/analysis/recommendations

### Parameters
#### Query Parameters
- **as_dict** (bool) - Optional - If True, returns a dictionary; otherwise, returns a DataFrame.

### Response
#### Success Response (200)
- **recommendations** (DataFrame or dict) - DataFrame with recommendation data.
```

--------------------------------

### Get Earnings Dates

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves a DataFrame of earnings dates for the ticker.

```APIDOC
## Get Earnings Dates

### Description
Returns a DataFrame of earnings dates for the ticker.

### Method
get_earnings_dates

### Parameters
* **limit** (int) - Optional - Defaults to 12. The number of earnings dates to retrieve.
* **offset** (int) - Optional - Defaults to 0. The offset for retrieving earnings dates.
```

--------------------------------

### Build Documentation Locally with Sphinx

Source: https://ranaroussi.github.io/yfinance/development/documentation.html

Generates HTML documentation from the reStructuredText source files using Sphinx. The output is placed in the specified build directory.

```bash
sphinx-build -b html doc/source doc/_build/html

```

--------------------------------

### Get ISIN

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves the International Securities Identification Number (ISIN) for the ticker.

```APIDOC
## Get ISIN

### Description
Returns the International Securities Identification Number (ISIN) for the ticker.

### Method
get_isin

### Returns
str | None: The ISIN string or None if not available.
```

--------------------------------

### AsyncWebSocket Initialization

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.AsyncWebSocket.html

Initializes the AsyncWebSocket client. You can specify the WebSocket server URL and whether to enable verbose output.

```APIDOC
## AsyncWebSocket

### Description
Initializes the AsyncWebSocket client for streaming real-time pricing data.

### Parameters
* **url** (_str_) - The WebSocket server URL. Defaults to Yahoo Finance’s WebSocket URL.
* **verbose** (_bool_) - Flag to enable or disable print statements. Defaults to True.
```

--------------------------------

### Get Financials

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves the financial statements for the ticker, either yearly or quarterly.

```APIDOC
## Get Financials

### Description
Returns the financial statements for the ticker.

### Method
get_financials

### Parameters
* **as_dict** (bool) - Optional - If True, returns the table as a Python dictionary. Defaults to False.
* **pretty** (bool) - Optional - If True, formats row names for readability. Defaults to False.
* **freq** (str) - Optional - Specifies the frequency of the data, either 'yearly' or 'quarterly'. Defaults to 'yearly'.
```

--------------------------------

### screen

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.screener.html

Run a screen: predefined query, or custom query.

```APIDOC
## screen

### Description
Run a screen using either a predefined query or a custom query.

### Method Signature
`screen(query[, offset, size, count, ...])`

### Parameters
- **query**: The query to run (predefined or custom).
- **offset** (optional): The offset for the results.
- **size** (optional): The number of results to return.
- **count** (optional): The total count of results.
```

--------------------------------

### Get Capital Gains

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves capital gains data for a specified period.

```APIDOC
## Get Capital Gains

### Description
Returns capital gains for the ticker.

### Method
get_capital_gains

### Parameters
* **period** (str) - Optional - Defaults to 'max'. Specifies the period for which to retrieve capital gains.
```

--------------------------------

### Initialize and Use Tickers Object

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Shows how to initialize a Tickers object for multiple stocks and access individual ticker data or perform actions across them. Includes accessing info, history, and actions for specific tickers, as well as live data.

```python
import yfinance as yf

tickers = yf.Tickers('msft aapl goog')

# access each ticker using (example)
tickers.tickers['MSFT'].info
tickers.tickers['AAPL'].history(period="1mo")
tickers.tickers['GOOG'].actions

# websocket
tickers.live()

```

--------------------------------

### Run All Price Tests

Source: https://ranaroussi.github.io/yfinance/development/testing.html

Execute all tests within the `tests.test_prices` module.

```bash
python -m unittest tests.test_prices
```

--------------------------------

### Get Analyst Price Targets

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Fetches analyst price targets for the ticker.

```APIDOC
## Get Analyst Price Targets

### Description
Returns a dictionary of analyst price targets.

### Method
get_analyst_price_targets

### Returns
dict: A dictionary with keys: current, low, high, mean, median.
```

--------------------------------

### Get Income Statement

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves the income statement for the ticker, either yearly or quarterly.

```APIDOC
## Get Income Statement

### Description
Returns the income statement for the ticker.

### Method
get_income_stmt

### Parameters
* **as_dict** (bool) - Optional - If True, returns the table as a Python dictionary. Defaults to False.
* **pretty** (bool) - Optional - If True, formats row names for readability. Defaults to False.
* **freq** (str) - Optional - Specifies the frequency of the data, 'yearly', 'quarterly', or 'trailing'. Defaults to 'yearly'.
```

--------------------------------

### Asynchronous WebSocket Client with Context Manager

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.websocket.html

Demonstrates the asynchronous WebSocket client using an async context manager to subscribe to price updates for AAPL and BTC-USD. Requires defining a message handler function and running within an async function.

```python
import asyncio
import yfinance as yf

# define your message callback
def message_handler(message):
    print("Received message:", message)

async def main():
    # =======================
    # With Context Manager
    # =======================
    async with yf.AsyncWebSocket() as ws:
        await ws.subscribe(["AAPL", "BTC-USD"])
        await ws.listen()
```

--------------------------------

### Get History Metadata

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves metadata related to historical price data for the ticker.

```APIDOC
## Get History Metadata

### Description
Returns metadata related to historical price data.

### Method
get_history_metadata

### Parameters
* **repair** (object) - Optional - Default value depends on whether user requested price repair with a previous history() call. If not set here, it matches the previous history() call setting.

### Returns
dict: Metadata dictionary.
```

--------------------------------

### Tickers Initialization and Data Retrieval

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Shows how to initialize a Tickers object for multiple stocks and access their respective data, including general info, historical data, and actions.

```APIDOC
## Class Tickers

### Description
Initializes Yahoo Finance Ticker objects for multiple stocks.

### Method Signature
`Tickers(tickers[, session])`

### Usage Examples
```python
import yfinance as yf

# Initialize Tickers for multiple stocks
tickers = yf.Tickers('msft aapl goog')

# Access data for each ticker
print(tickers.tickers['MSFT'].info)
print(tickers.tickers['AAPL'].history(period="1mo"))
print(tickers.tickers['GOOG'].actions)

# websocket
# print(tickers.live())
```
```

--------------------------------

### Get EPS Trend

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves the earnings per share (EPS) trend for the ticker.

```APIDOC
## Get EPS Trend

### Description
Returns the earnings per share (EPS) trend for the ticker.

### Method
get_eps_trend

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.

### Returns
DataFrame or dict: Data indexed by quarter/year with columns like current, 7daysAgo, 30daysAgo, 60daysAgo, 90daysAgo.
```

--------------------------------

### Synchronous WebSocket Client with Context Manager

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.websocket.html

Demonstrates how to use the synchronous WebSocket client with a context manager to subscribe to price updates for AAPL and BTC-USD. Requires defining a message handler function.

```python
import yfinance as yf

# define your message callback
def message_handler(message):
    print("Received message:", message)

# =======================
# With Context Manager
# =======================
with yf.WebSocket() as ws:
    ws.subscribe(["AAPL", "BTC-USD"])
    ws.listen(message_handler)
```

--------------------------------

### Get Earnings

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves earnings data for the ticker, either yearly, quarterly, or trailing.

```APIDOC
## Get Earnings

### Description
Returns earnings for the ticker.

### Method
get_earnings

### Parameters
* **as_dict** (bool) - Optional - If True, returns the table as a Python dictionary. Defaults to False.
* **freq** (str) - Optional - Specifies the frequency of the data, 'yearly', 'quarterly', or 'trailing'. Defaults to 'yearly'.
```

--------------------------------

### Ticker Initialization and Data Retrieval

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Demonstrates how to initialize a Ticker object for a single stock and access various financial data such as historical data, options, financials, calendar information, analyst targets, and live data.

```APIDOC
## Class Ticker

### Description
Initializes a Yahoo Finance Ticker object for a single stock.

### Method Signature
`Ticker(ticker[, session])`

### Usage Examples
```python
import yfinance as yf

dat = yf.Ticker("MSFT")

# get historical market data
print(dat.history(period='1mo'))

# options
print(dat.option_chain(dat.options[0]).calls)

# get financials
print(dat.balance_sheet)
print(dat.quarterly_income_stmt)

# dates
print(dat.calendar)

# general info
print(dat.info)

# analysis
print(dat.analyst_price_targets)

# websocket
# print(dat.live())
```
```

--------------------------------

### Get Actions

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves stock actions (e.g., splits, dividends) for a specified period.

```APIDOC
## Get Actions

### Description
Returns stock actions for the ticker.

### Method
get_actions

### Parameters
* **period** (str) - Optional - Defaults to 'max'. Specifies the period for which to retrieve actions.

### Returns
Series: A pandas Series containing the stock actions.
```

--------------------------------

### General unittest Command

Source: https://ranaroussi.github.io/yfinance/development/testing.html

A general command structure for running tests, allowing specification of file, class, and method.

```bash
python -m unittest tests.{file}.{class}.{method}
```

--------------------------------

### Sector Initialization

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Sector.html

Initializes a Sector object with a key and optional session and region.

```APIDOC
## Sector

### Description
Initializes a Sector object.

### Method
__init__

### Parameters
#### Path Parameters
* **key** (str) - Required - The key representing the sector.
* **session** (requests.Session) - Optional - A session for making requests. Defaults to None.
* **region** (str) - Optional - Yahoo region (ISO 3166-1 alpha-2 country code, e.g. “US”, “GB”, “FR”, “DE”, “JP”). Scopes `top_companies`, `top_etfs` and `top_mutual_funds`. Defaults to “US”.
```

--------------------------------

### Get Insider Roster Holders

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves a list of major holders among company insiders.

```APIDOC
## Get Insider Roster Holders

### Description
Returns a list of major holders among company insiders.

### Method
get_insider_roster_holders

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.
```

--------------------------------

### Get EPS Revisions

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves earnings per share (EPS) revision data for the ticker.

```APIDOC
## Get EPS Revisions

### Description
Returns earnings per share (EPS) revision data for the ticker.

### Method
get_eps_revisions

### Parameters
* **as_dict** (bool) - Optional - If True, returns the data as a Python dictionary. Defaults to False.

### Returns
DataFrame or dict: Data indexed by quarter/year with columns like upLast7days, upLast30days, downLast7days, downLast30days.
```

--------------------------------

### AsyncWebSocket Class

Source: https://ranaroussi.github.io/yfinance/reference/index.html

Enables asynchronous streaming of live market data.

```APIDOC
## AsyncWebSocket Class

### Description
Class for asynchronously streaming live market data.

### Usage
```python
import yfinance as yf

async_ws = yf.AsyncWebSocket()
# Usage details for asynchronous streaming would follow here.
```
```

--------------------------------

### Get Cash Flow

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves the cash flow statement for the ticker, either yearly or quarterly.

```APIDOC
## Get Cash Flow

### Description
Returns the cash flow statement for the ticker.

### Method
get_cash_flow

### Parameters
* **as_dict** (bool) - Optional - If True, returns the table as a Python dictionary. Defaults to False.
* **pretty** (bool) - Optional - If True, formats row names for readability. Defaults to False.
* **freq** (str) - Optional - Specifies the frequency of the data, either 'yearly' or 'quarterly'. Defaults to 'yearly'.
```

--------------------------------

### Get Balance Sheet

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.Ticker.html

Retrieves the balance sheet data for the ticker, either yearly or quarterly.

```APIDOC
## Get Balance Sheet

### Description
Returns the balance sheet for the ticker.

### Method
get_balance_sheet

### Parameters
* **as_dict** (bool) - Optional - If True, returns the table as a Python dictionary. Defaults to False.
* **pretty** (bool) - Optional - If True, formats row names for readability. Defaults to False.
* **freq** (str) - Optional - Specifies the frequency of the data, either 'yearly' or 'quarterly'. Defaults to 'yearly'.
```

--------------------------------

### get_shares_full

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.stock.html

Retrieves the full history of shares outstanding for the stock, including start and end dates.

```APIDOC
## get_shares_full

### Description
Retrieves the full history of shares outstanding for the stock, including start and end dates.

### Method
```
stock.get_shares_full(start=None, end=None)
```

### Parameters
#### Query Parameters
- **start** (str or datetime) - Optional - The start date for the period.
- **end** (str or datetime) - Optional - The end date for the period.
```

--------------------------------

### Run a Predefined Screen Query

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.screen.html

Use this snippet to execute a predefined stock screening query by its name. Ensure yfinance is imported.

```python
import yfinance as yf
response = yf.screen("aggressive_small_caps")
```

--------------------------------

### Commit with Short Summary and Full Message

Source: https://ranaroussi.github.io/yfinance/development/code.html

Format your commit messages with a concise summary on the first line, followed by a more detailed explanation on subsequent lines. This helps keep the commit history clean.

```bash
git commit -m "short sentence summary" -m "full commit message"
# Long message can be multiple lines (tip: copy-paste)

```

--------------------------------

### Setting Locale for Translated Fields (Japan)

Source: https://ranaroussi.github.io/yfinance/advanced/config.html

Configure the language and region for localized fields. This example sets it to Japanese for Japan.

```python
import yfinance as yf
yf.config.locale.lang = "ja-JP"
yf.config.locale.region = "JP"
yf.Ticker("7203.T").info["longName"]    # → 'トヨタ自動車'
```

--------------------------------

### Dividend Too Big Example

Source: https://ranaroussi.github.io/yfinance/advanced/price_repair.html

Illustrates a situation where the dividend amount is excessively large compared to the price drop. The dividend value is corrected.

```python
# ORIGINAL:
                           Close  Adj Close  Dividends
2024-06-27 00:00:00+01:00  2.360     2.3600       1.78
2024-06-26 00:00:00+01:00  2.375     2.3572       0.00

```

```python
# REPAIRED:
                           Close  Adj Close  Dividends
2024-06-27 00:00:00+01:00  2.360     2.3600     0.0178
2024-06-26 00:00:00+01:00  2.375     2.3572     0.0000

```

--------------------------------

### Access Fund Data with Ticker

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.ticker_tickers.html

Demonstrates how to retrieve and access fund-specific data for ETFs or Mutual Funds using the Ticker object, including descriptions, operational details, and holdings.

```python
import yfinance as yf
spy = yf.Ticker('SPY')
data = spy.funds_data

# show fund description
data.description

# show operational information
data.fund_overview
data.fund_operations

# show holdings related information
data.asset_classes
data.top_holdings
data.equity_holdings
data.bond_holdings
data.bond_ratings
data.sector_weightings

```

--------------------------------

### ETFQuery Initialization

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.ETFQuery.html

Initializes an ETFQuery object with a specified operator and a list of operands. The operator determines the type of comparison, and operands are the values to compare against. Supported operators include 'eq', 'is-in', 'btwn', 'gt', 'lt', 'gte', 'lte', 'and', 'or'. Operands can be lists of strings or real numbers.

```python
ETFQuery(operator='eq', operand=['ETF1', 'ETF2'])
ETFQuery(operator='is-in', operand=['ETF1', 'ETF2'])
ETFQuery(operator='btwn', operand=[10, 20])
ETFQuery(operator='gt', operand=[10])
ETFQuery(operator='lt', operand=[20])
ETFQuery(operator='gte', operand=[15])
ETFQuery(operator='lte', operand=[25])
ETFQuery(operator='and', operand=[ETFQuery('eq', ['ETF1']),
ETFQuery('gt', [10])])
ETFQuery(operator='or', operand=[ETFQuery('eq', ['ETF1']),
ETFQuery('gt', [10])])
```

--------------------------------

### Setting Network Proxy

Source: https://ranaroussi.github.io/yfinance/advanced/config.html

Configure a proxy server for all yfinance data fetches. Replace 'PROXY_SERVER' with your actual proxy address.

```python
yf.config.network.proxy = "PROXY_SERVER"
```

--------------------------------

### Lookup Module - Get All

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.search.html

Retrieves all types of financial instruments associated with a ticker symbol using the Lookup module. Requires importing the yfinance library.

```python
import yfinance as yf

# Get All
all = yf.Lookup("AAPL").all
all = yf.Lookup("AAPL").get_all(count=100)
```

--------------------------------

### config.debug.logging

Source: https://ranaroussi.github.io/yfinance/reference/index.html

Enable verbose debug logging for the yfinance package.

```APIDOC
## config.debug.logging

### Description
Enable verbose debug logging.

### Usage
```python
import yfinance as yf

yf.config.debug.logging = True
```
```

--------------------------------

### Applying nest_asyncio for Jupyter Notebooks

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.websocket.html

Provides the necessary code to apply the nest_asyncio library, which is required to resolve event loop issues when running asynchronous code within a Jupyter notebook environment.

```python
import nest_asyncio
nest_asyncio.apply()
```

--------------------------------

### Lookup Module - Get Currencies

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.search.html

Retrieves a list of currency instruments for a specified ticker symbol using the Lookup module. Requires importing the yfinance library.

```python
import yfinance as yf

# Get Currencies
currency = yf.Lookup("AAPL").currency
currency = yf.Lookup("AAPL").get_currency(count=100)
```

--------------------------------

### Lookup Module - Get Futures

Source: https://ranaroussi.github.io/yfinance/reference/yfinance.search.html

Fetches a list of futures instruments for a given ticker symbol using the Lookup module. Requires importing the yfinance library.

```python
import yfinance as yf

# Get Futures
future = yf.Lookup("AAPL").future
future = yf.Lookup("AAPL").get_future(count=100)
```

--------------------------------

### EquityQuery Constructor

Source: https://ranaroussi.github.io/yfinance/reference/api/yfinance.EquityQuery.html

Constructs filters for stocks based on specific criteria. Supports value operations like EQ, IS-IN, BTWN, GT, LT, GTE, LTE, and logical operations like AND, OR.

```APIDOC
## EquityQuery Constructor

### Description
Initializes an EquityQuery object to build stock filters. It takes an operator (e.g., 'eq', 'is-in', 'and') and a list of operands.

### Parameters
* `_operator`: Literal['eq', 'is-in', 'btwn', 'gt', 'lt', 'gte', 'lte', 'and', 'or'] - The type of operation to perform.
* `_operand`: List[QueryBase] | List[str] | List[Real] - The values or nested queries to apply to the operator.

### Example
```python
from yfinance import EquityQuery

EquityQuery('and', [
    EquityQuery('is-in', ['exchange', 'NMS', 'NYQ']),
    EquityQuery('lt', ['epsgrowth.lasttwelvemonths', 15])
])
```
```