Feature/mstarpy

openbb_terminal/miscellaneous/data_sources_default.json

@@ -488,14 +488,15 @@
     "fwd": ["FXEmpire"]
   },
   "funds": {
-    "country": ["Investing"],
-    "overview": ["Investing"],
-    "search": ["Investing"],
-    "load": ["Investing"],
-    "info": ["Investing"],
-    "plot": ["Investing"],
-    "sector": ["YahooFinance"],
-    "equity": ["YahooFinance"],
+    "country": ["MorningStar"],
+    "search": ["MorningStar"],
+    "load": ["MorningStar"],
+    "info": ["MorningStar"],
+    "plot": ["MorningStar"],
+    "sector": ["MorningStar"],
+    "carbon" : ["MorningStar"],
+    "exclusion" : ["MorningStar"],
+    "holdings": ["MorningStar"],
     "alswe": ["Avanza"],
     "infoswe": ["Avanza"]
   },

openbb_terminal/miscellaneous/i18n/en.yml

@@ -89,7 +89,7 @@ en:
   forecast: timeseries forecasting with machine learning
   portfolio: perform portfolio optimization and look at portfolio performance and attribution
   dashboards: interactive dashboards using voila and jupyter notebooks
-  stocks/filings: the most-recent form submissions to the SEC 
+  stocks/filings: the most-recent form submissions to the SEC
   stocks/search: search a specific stock ticker for analysis
   stocks/load: load a specific stock ticker and additional info for analysis
   stocks/_ticker: Stock
@@ -861,6 +861,11 @@ en:
   funds/alswe: display fund allocation (sector, country, holdings)
   funds/infoswe: get fund information
   funds/forecast: forecasting techniques
+  funds/country_ms: set a country for filtering
+  funds/holdings: holdings of the loaded funds
+  funds/carbon: carbon metrics
+  funds/exclusion: exclusion policy
+  funds/_country_ms: Current Country MorningStar
   alternative/hn: Hacker News most popular stories
   alternative/covid: COVID menu,                 cases, deaths, rates
   alternative/oss: Open Source menu,           star history, repos information

openbb_terminal/mutual_funds/avanza_model.py

@@ -15,20 +15,19 @@
 
 
 @log_start_end(log=logger)
-def get_data(name: str):
+def get_data(isin: str):
     """Gets the data from Avanza
 
     Parameters
     ----------
-    name: str
-        Full name of the fund
+    isin: str
+        ISIN of the fund
     """
     ava_fund = pd.read_csv(
         os.path.join("openbb_terminal", "mutual_funds", "avanza_fund_ID.csv"),
         index_col=0,
     )
-    ava_fund.index = ava_fund.index.str.upper()
-    fund_id = ava_fund.loc[name, "ID"]
+    fund_id = ava_fund.loc[ava_fund["ISIN"] == isin]["ID"].tolist()[0]
     url = f"https://www.avanza.se/_api/fund-guide/guide/{fund_id}"
     response = request(url)
     fund_data = response.json()

openbb_terminal/mutual_funds/avanza_view.py

@@ -28,18 +28,20 @@
 
 
 @log_start_end(log=logger)
-def display_allocation(name: str, focus: str):
+def display_allocation(name: str, isin: str, focus: str):
     """Displays the allocation of the selected swedish fund
 
     Parameters
     ----------
     name: str
         Full name of the fund
+    isin: str
+        ISIN of the fund
     focus: str
         The focus of the displayed allocation/exposure of the fund
     """
     # Taken from: https://github.com/northern-64bit/Portfolio-Report-Generator/tree/main
-    fund_data = avanza_model.get_data(name.upper())
+    fund_data = avanza_model.get_data(isin)
     if focus in ["holding", "all"]:
         table_row = []
         console.print("")
@@ -81,15 +83,15 @@ def display_allocation(name: str, focus: str):
 
 
 @log_start_end(log=logger)
-def display_info(name: str):
+def display_info(isin: str):
     """Displays info of swedish funds
 
     Parameters
     ----------
-    name: str
-        Full name of the fund
+    isin: str
+        ISIN of the fund
     """
-    fund_data = avanza_model.get_data(name.upper())
+    fund_data = avanza_model.get_data(isin)
     text = f"\nSwedish Description:\n\n{fund_data['description']}\n\nThe fund is managed by:\n"
     for manager in fund_data["fundManagers"]:
         text = text + f"\t- {manager['name']} since {manager['startDate']}\n"

openbb_terminal/mutual_funds/mstarpy_model.py

@@ -0,0 +1,125 @@
+import logging
+
+import mstarpy
+import pandas as pd
+
+from openbb_terminal.decorators import log_start_end
+
+logger = logging.getLogger(__name__)
+
+
+@log_start_end(log=logger)
+def load_carbon_metrics(loaded_funds: mstarpy.Funds) -> pd.DataFrame:
+    """Search mstarpy for carbon metrics
+
+    Parameters
+    ----------
+    loaded_funds: mstarpy.Funds
+        class mstarpy.Funds instantiated with selected funds
+
+    Returns
+    -------
+        pd.DataFrame of carbon metrics
+    """
+    carbonMetrics = loaded_funds.carbonMetrics()
+    return pd.Series(carbonMetrics, name="carbonMetrics").reset_index()
+
+
+@log_start_end(log=logger)
+def load_exclusion_policy(loaded_funds: mstarpy.Funds) -> pd.DataFrame:
+    """Search mstarpy exclusion policy in esgData
+
+    Parameters
+    ----------
+    loaded_funds: mstarpy.Funds
+        class mstarpy.Funds instantiated with selected funds
+
+    Returns
+    -------
+        pd.DataFrame of exclusion policy
+    """
+    esgData = loaded_funds.esgData()
+    if "sustainabilityIntentionality" in esgData:
+        return pd.Series(
+            esgData["sustainabilityIntentionality"], name="exclusionPolicy"
+        ).reset_index()
+    return pd.DataFrame()
+
+
+@log_start_end(log=logger)
+def load_funds(
+    term: str = "",
+    country: str = "",
+) -> mstarpy.Funds:
+    """Search mstarpy for matching funds
+
+    Parameters
+    ----------
+    term : str
+         String that will be searched for.  Can be name or isin
+    country : str
+        country where the funds is hosted
+
+    Returns
+    -------
+        mstarpy.Funds
+    """
+    return mstarpy.Funds(term, country)
+
+
+@log_start_end(log=logger)
+def load_holdings(
+    loaded_funds: mstarpy.Funds, holding_type: str = "all"
+) -> pd.DataFrame:
+    """Search mstarpy for holdings
+
+    Parameters
+    ----------
+    loaded_funds: mstarpy.Funds
+        class mstarpy.Funds instantiated with selected funds
+
+    holding_type : str
+         type of holdings, can be all, equity, bond, other
+
+    Returns
+    -------
+        pd.DataFrame of funds holdings
+    """
+    holdings = loaded_funds.holdings(holding_type)
+    if holdings.empty:
+        return pd.DataFrame()
+    return holdings[["isin", "securityName", "weighting", "country"]]
+
+
+@log_start_end(log=logger)
+def search_funds(
+    term: str = "",
+    country: str = "",
+    pageSize=10,
+) -> pd.DataFrame:
+    """Search mstarpy for matching funds
+
+    Parameters
+    ----------
+    term : str
+         String that will be searched for.  Can be name or isin
+    field : list
+        list of field who will be displayed
+    country : str
+        country where the funds is hosted
+    pageSize : int
+        length of results to display
+
+    Returns
+    -------
+    pd.DataFrame
+        Dataframe containing matches
+    """
+    field = ["SecId", "TenforeId", "LegalName"]
+    try:
+        return pd.DataFrame(
+            mstarpy.search_funds(term, field, country=country, pageSize=pageSize)
+        )
+    except RuntimeError as e:
+        logger.exception(str(e))
+        return pd.DataFrame()