Provided by: libfinance-quote-perl_1.52-1_all 
NAME
Finance::Quote - Get stock and mutual fund quotes from various exchanges
SYNOPSIS
use Finance::Quote;
$q = Finance::Quote->new;
%quotes = $q->fetch("nasdaq", @stocks);
DESCRIPTION
This module gets stock quotes from various internet sources all over the world. Quotes
are obtained by constructing a quoter object and using the fetch method to gather data,
which is returned as a two-dimensional hash (or a reference to such a hash, if called in a
scalar context). For example:
$q = Finance::Quote->new;
%info = $q->fetch("australia", "CML");
print "The price of CML is ".$info{"CML", "price"};
The first part of the hash (eg, "CML") is referred to as the stock. The second part (in
this case, "price") is referred to as the label.
LABELS
When information about a stock is returned, the following standard labels may be used.
Some custom-written modules may use labels not mentioned here. If you wish to be certain
that you obtain a certain set of labels for a given stock, you can specify that using
require_labels().
ask Ask
avg_vol Average Daily Vol
bid Bid
cap Market Capitalization
close Previous Close
currency Currency code for the returned data
date Last Trade Date (MM/DD/YY format)
day_range Day's Range
div Dividend per Share
div_date Dividend Pay Date
div_yield Dividend Yield
eps Earnings per Share
errormsg If success is false, this field may contain the reason why.
ex_div Ex-Dividend Date.
exchange The exchange the information was obtained from.
high Highest trade today
isin International Securities Identification Number
isodate ISO 8601 formatted date
last Last Price
low Lowest trade today
method The module (as could be passed to fetch) which found this information.
name Company or Mutual Fund Name
nav Net Asset Value
net Net Change
open Today's Open
p_change Percent Change from previous day's close
pe P/E Ratio
success Did the stock successfully return information? (true/false)
time Last Trade Time
type The type of equity returned
volume Volume
year_range 52-Week Range
yield Yield (usually 30 day avg)
If all stock lookups fail (possibly because of a failed connection) then the empty list
may be returned, or undef in a scalar context.
INSTALLATION
Please note that the Github repository is not meant for general users of Finance::Quote
for installation.
If you downloaded the Finance-Quote-N.NN.tar.gz tarball from CPAN (N.NN is the version
number, ex: Finance-Quote-1.50.tar.gz), run the following commands:
tar xzf Finance-Quote-1.50.tar.gz
cd Finance-Quote-1.50.tar.gz
perl Makefile.PL
make
make test
make install
If you have the CPAN module installed: Using cpanm (Requires App::cpanminus)
cpanm Finance::Quote
or Using CPAN shell
perl -MCPAN -e shell
install Finance::Quote
SUPPORT AND DOCUMENTATION
After installing, you can find documentation for this module with the perldoc command.
perldoc Finance::Quote
You can also look for information at:
Finance::Quote GitHub project
https://github.com/finance-quote/finance-quote
Search CPAN
http://search.cpan.org/dist/Finance-Quote
The Finance::Quote home page
http://finance-quote.sourceforge.net/
The Finance::YahooQuote home page
http://www.padz.net/~djpadz/YahooQuote/
The GnuCash home page
http://www.gnucash.org/
PUBLIC CLASS METHODS
Finance::Quote implements public class methods for constructing a quoter object, getting
or setting default class values, and for listing available methods.
new
my $q = Finance::Quote->new()
my $q = Finance::Quote->new('-defaults')
my $q = Finance::Quote->new('AEX', 'Fool')
my $q = Finance::Quote->new(timeout => 30)
my $q = Finance::Quote->new('YahooJSON', fetch_currency => 'EUR')
my $q = Finance::Quote->new('alphavantage' => {API_KEY => '...'})
my $q = Finance::Quote->new('IEXCloud', 'iexcloud' => {API_KEY => '...'});
my $q = Finance::Quote->new(currency_rates => {order => ['ECB', 'Fixer'], 'fixer' => {API_KEY => '...'}});
Finance::Quote modules access a wide range of sources to provide quotes. A module
provides one or more methods to fetch quotes. One method is usually the name of the module
in lower case. Other methods, if provided, are descriptive names, such as 'canada',
'nasdaq', or 'nyse'.
A Finance::Quote object uses one or more methods to fetch quotes for securities.
"new" constructs a Finance::Quote object and enables the caller to load only specific
modules, set parameters that control the behavior of the fetch method, and pass method
specific parameters.
"timeout =" T> sets the web request timeout to "T" seconds
"failover =" B> where "B" is a boolean value indicating if failover in fetch is permitted
"fetch_currency =" C> sets the desired currency code to "C" for fetch results
"currency_rates =" H> configures the order currency rate modules are consulted for
exchange rates and currency rate module options
"required_labels =" A> sets the required labels for fetch results to array "A"
"<ModuleName"> as a string is the name of a specific Finance::Quote::Module to load
"<methodname" => H> passes hash "H" to methodname during fetch to configure the method
With no arguments, "new" creates a Finance::Quote object with the default methods. If the
environment variable FQ_LOAD_QUOTELET is set, then the contents of FQ_LOAD_QUOTELET (split
on whitespace) will be used as the argument list. This allows users to load their own
custom modules without having to change existing code. If any method names are passed to
"new" or the flag '-defaults' is included in the argument list, then FQ_LOAD_QUOTELET is
ignored.
When new() is passed one or more class name arguments, an object is created with only the
specified modules loaded. If the first argument is '-defaults', then the default modules
will be loaded first, followed by any other specified modules. Note that the
FQ_LOAD_QUOTELET environment variable must begin with '-defaults' if you wish the default
modules to be loaded.
Method names correspond to the Perl module in the Finance::Quote module space. For
example, "Finance::Quote-"new('ASX')> will load the module Finance::Quote::ASX, which
provides the method "asx".
Some methods require API keys or have unique options. Passing 'method => HASH' to new()
enables the caller to provide a configuration HASH to the corresponding method.
The key 'currency_rates' configures the Finanace::Quote currency rate conversion. By
default, to maintain backward compatibility, Finance::Quote::CurrencyRates::AlphaVantage
is used for currency conversion. This end point requires an API key, which can either be
set in the environment or included in the configuration hash. To specify a different
primary currency conversion method or configure fallback methods, include the 'order' key,
which points to an array of Finance::Quote::CurrencyRates module names. See the
documentation for the individual Finance::Quote::CurrencyRates to learn more.
get_default_currency_fields
my @fields = Finance::Quote::get_default_currency_fields();
"get_default_currency_fields" returns the standard list of fields in a quote that are
automatically converted during currency conversion. Individual modules may override this
list.
get_default_timeout
my $value = Finance::Quote::get_default_timeout();
"get_default_timeout" returns the current Finance::Quote default timeout in seconds for
web requests. Finance::Quote does not specify a default timeout, deferring to the
underlying user agent for web requests. So this function will return undef unless
"set_default_timeout" was previously called.
set_default_timeout
Finance::Quote::set_default_timeout(45);
"set_default_timeout" sets the Finance::Quote default timeout to a new value.
get_methods
my @methods = Finance::Quote::get_methods();
"get_methods" returns the list of methods that can be passed to "new" when creating a
quoter object and as the first argument to "fetch".
PUBLIC OBJECT METHODS
B_to_billions
my $value = $q->B_to_billions("20B");
"B_to_billions" is a utility function that expands a numeric string with a "B" suffix to
the corresponding multiple of 1000000000.
decimal_shiftup
my $value = $q->decimal_shiftup("123.45", 1); # returns 1234.5
my $value = $q->decimal_shiftup("0.25", 1); # returns 2.5
"decimal_shiftup" moves a the decimal point in a numeric string the specified number of
places to the right.
fetch
my %stocks = $q->fetch("alphavantage", "IBM", "MSFT", "LNUX");
my $hashref = $q->fetch("nasdaq", "IBM", "MSFT", "LNUX");
"fetch" takes a method as its first argument and the remaining arguments are treated as
securities. If the quoter $q was constructed with a specific method or methods, then only
those methods are available.
When called in an array context, a hash is returned. In a scalar context, a reference to
a hash will be returned. The keys for the returned hash are "{SECURITY,LABEL}". For the
above example call, $stocks{"IBM","high"} is the high value for IBM.
$q->get_methods() returns the list of valid methods for quoter object $q. Some methods
specify a specific Finance::Quote module, such as 'alphavantage'. Other methods are
available from multiple Finance::Quote modules, such as 'nasdaq'. The quoter failover
over option determines if multiple modules are consulted for methods such as 'nasdaq' that
more than one implementation.
get_failover
my $failover = $q->get_failover();
Failover is when the "fetch" method attempts to retrieve quote information for a security
from alternate sources when the requested method fails. "get_failover" returns a boolean
value indicating if the quoter object will use failover or not.
set_failover
$q->set_failover(False);
"set_failover" sets the failover flag on the quoter object.
get_fetch_currency
my $currency = $q->get_fetch_currency();
"get_fetch_currency" returns either the desired currency code for the quoter object or
undef if no target currency was set during construction or with the "set_fetch_currency"
function.
set_fetch_currency
$q->set_fetch_currency("FRF"); # Get results in French Francs.
"set_fetch_currency" method is used to request that all information be returned in the
specified currency. Note that this increases the chance stock-lookup failure, as remote
requests must be made to fetch both the stock information and the currency rates. In
order to improve reliability and speed performance, currency conversion rates are cached
and are assumed not to change for the duration of the Finance::Quote object.
See the introduction to this page for information on how to configure the source of
currency conversion rates.
get_required_labels
my @labels = $q->get_required_labels();
"get_required_labels" returns the list of labels that must be populated for a security
quote to be considered valid and returned by "fetch".
set_required_labels
my $labels = ['close', 'isodate', 'last'];
$q->set_required_labels($labels);
"set_required_labels" updates the list of required labels for the quoter object.
get_timeout
my $timeout = $q->get_timeout();
"get_timeout" returns the timeout in seconds the quoter object is using for web requests.
set_timeout
$q->set_timeout(45);
"set_timeout" updated the timeout in seconds for the quoter object.
store_date
$quoter->store_date(\%info, $stocks, {eurodate => '06/11/2020'});
"store_date" is used by modules to consistent store date information about securities.
Given the various pieces of a date, this function figures out how to construct a ISO date
(yyyy-mm-dd) and US date (mm/dd/yyyy) and stores those values in %info for security
$stock.
get_user_agent
my $ua = $q->get_user_agent();
"get_user_agent" returns the LWP::UserAgent the quoter object is using for web requests.
isoTime
$q->isoTime("11:39PM"); # returns "23:39"
$q->isoTime("9:10 AM"); # returns "09:10"
"isoTime" returns an ISO formatted time.
PUBLIC CLASS OR OBJECT METHODS
The following methods are available as class methods, but can also be called from
Finance::Quote objects.
scale_field
my $value = Finance::Quote->scale_field('1023', '0.01')
"scale_field" is a utility function that scales the first argument by the second argument.
In the above example, "value" is '10.23'.
currency
my $value = $q->currency('15.95 USD', 'AUD');
my $value = Finance::Quote->currency('23.45 EUR', 'RUB');
"currency" converts a value with a currency code suffix to another currency using the
current exchange rate as determined by the Finance::Quote::CurrencyRates method or methods
configured for the quoter $q. When called as a class method, only
Finance::Quote::AlphaVantage is used, which requires an API key. See the introduction for
information on configuring currency rate conversions and see
Finance::Quote::CurrencyRates::AlphaVantage for information about the API key.
currency_lookup
my $currency = $quoter->currency_lookup();
my $currency = $quoter->currency_lookup( name => "Caribbean");
my $currency = $quoter->currency_loopup( country => qw/denmark/i );
my $currency = $q->currency_lookup(country => qr/united states/i, number => 840);
"currency_lookup" takes zero or more constraints and filters the list of currencies known
to Finance::Quote. It returns a hash reference where the keys are ISO currency codes and
the values are hash references containing metadata about the currency.
A constraint is a key name and either a scalar or regular expression. A currency
satisfies the constraint if its metadata hash contains the constraint key and the value of
that metadata field matches the regular expression or contains the constraint value as a
substring. If the metadata field is an array, then it satisfies the constraint if any
value in the array satisfies the constraint.
parse_csv
my @list = Finance::Quote::parse_csv($string);
"parse_csv" is a utility function for splitting a comma separated value string into a list
of terms, treating double-quoted strings that contain commas as a single value.
parse_csv_semicolon
my @list = Finance::Quote::parse_csv_semicolon($string);
"parse_csv" is a utility function for splitting a semicolon separated value string into a
list of terms, treating double-quoted strings that contain semicolons as a single value.
LEGACY METHODS
default_currency_fields
Replaced with get_default_currency_fields().
sources
Replaced with get_methods().
failover
Replaced with get_failover() and set_failover().
require_labels
Replaced with get_required_labels() and set_required_labels().
user_agent
Replaced with get_user_agent().
set_currency
Replaced with get_fetch_currency() and set_fetch_currency().
ENVIRONMENT
Finance::Quote respects all environment that your installed version of LWP::UserAgent
respects. Most importantly, it respects the http_proxy environment variable.
BUGS
The caller cannot control the fetch failover order.
The two-dimensional hash is a somewhat unwieldly method of passing around information when
compared to references
COPYRIGHT & LICENSE
Copyright 1998, Dj Padzensky
Copyright 1998, 1999 Linas Vepstas
Copyright 2000, Yannick LE NY (update for Yahoo Europe and YahooQuote)
Copyright 2000-2001, Paul Fenwick (updates for ASX, maintenance and release)
Copyright 2000-2001, Brent Neal (update for TIAA-CREF)
Copyright 2000 Volker Stuerzl (DWS)
Copyright 2001 Rob Sessink (AEX support)
Copyright 2001 Leigh Wedding (ASX updates)
Copyright 2001 Tobias Vancura (Fool support)
Copyright 2001 James Treacy (TD Waterhouse support)
Copyright 2008 Erik Colson (isoTime)
This program is free software; you can redistribute it and/or modify it under the terms of
the GNU General Public License as published by the Free Software Foundation; either
version 2 of the License, or (at your option) any later version.
Currency information fetched through this module is bound by the terms and conditons of
the data source.
Other copyrights and conditions may apply to data fetched through this module. Please
refer to the sub-modules for further information.
AUTHORS
Dj Padzensky <djpadz@padz.net>, PadzNet, Inc.
Linas Vepstas <linas@linas.org>
Yannick LE NY <y-le-ny@ifrance.com>
Paul Fenwick <pjf@cpan.org>
Brent Neal <brentn@users.sourceforge.net>
Volker Stuerzl <volker.stuerzl@gmx.de>
Keith Refson <Keith.Refson#earth.ox.ac.uk>
Rob Sessink <rob_ses@users.sourceforge.net>
Leigh Wedding <leigh.wedding@telstra.com>
Tobias Vancura <tvancura@altavista.net>
James Treacy <treacy@debian.org>
Bradley Dean <bjdean@bjdean.id.au>
Erik Colson <eco@ecocode.net>
The Finance::Quote home page can be found at http://finance-quote.sourceforge.net/
The Finance::YahooQuote home page can be found at http://www.padz.net/~djpadz/YahooQuote/
The GnuCash home page can be found at http://www.gnucash.org/
SEE ALSO
Finance::Quote::CurrencyRates::AlphaVantage, Finance::Quote::CurrencyRates::ECB,
Finance::Quote::CurrencyRates::Fixer, Finance::Quote::CurrencyRates::OpenExchange,
Finance::Quote::AEX, Finance::Quote::ASEGR, Finance::Quote::ASX,
Finance::Quote::Bloomberg, Finance::Quote::BSEIndia, Finance::Quote::Bourso,
Finance::Quote::CSE, Finance::Quote::Cdnfundlibrary, Finance::Quote::Comdirect,
Financ::Quote::Currencies, Finance::Quote::DWS, Finance::Quote::Deka,
Finance::Quote::FTfunds, Finance::Quote::Fidelity, Finance::Quote::Finanzpartner,
Finance::Quote::Fondsweb, Finance::Quote::Fool, Finance::Quote::Fundata
Finance::Quote::GoldMoney, Finance::Quote::HU, Finance::Quote::IEXCloud,
Finance::Quote::IndiaMutual, Finance::Quote::MStaruk, Finance::Quote::MorningstarAU,
Finance::Quote::MorningstarCH, Finance::Quote::MorningstarJP, Finance::Quote::NSEIndia,
Finance::Quote::NZX, Finance::Quote::OnVista, Finance::Quote::Oslobors,
Finance::Quote::SEB, Finance::Quote::SIX, Finance::Quote::Tradeville, Finance::Quote::TSP,
Finance::Quote::TMX, Finance::Quote::Tiaacref, Finance::Quote::TesouroDireto,
Finance::Quote::Troweprice, Finance::Quote::USFedBonds, Finance::Quote::Union,
Finance::Quote::YahooJSON, Finance::Quote::ZA
You should have received the Finance::Quote hacker's guide with this package. Please read
it if you are interested in adding extra methods to this package. The latest hacker's
guide can also be found on GitHub at
https://github.com/finance-quote/finance-quote/blob/master/Documentation/Hackers-Guide