Metadata-Version: 2.1
Name: msfunds
Version: 1
Summary: Fetches Funds data from Morningstar.
Home-page: https://github.com/nndjoli/morningstar-funds-data-fetcher
Author: nndjoli
License: UNKNOWN
Platform: UNKNOWN
Classifier: Programming Language :: Python :: 3
Classifier: License :: OSI Approved :: MIT License
Classifier: Operating System :: OS Independent
Requires-Python: >=3.7
Description-Content-Type: text/markdown
Requires-Dist: pandas
Requires-Dist: ua-generator
Requires-Dist: httpx
Requires-Dist: beautifulsoup4
Requires-Dist: nest-asyncio
Requires-Dist: importlib-resources ; python_version < "3.9"

<h1>msfunds</h1> 

- Interacts with the Morningstar API to retrieve fund-related data.
- Includes a screener to filter and identify funds based on specific criteria.

<h2>Requirements & Installation :</h2>

- Requirements: `ua_generator`, `httpx`, `pandas`, `beautifulsoup4`, `nest_asyncio`, `importlib_resources`.  
- Install using: `pip install msfunds` (https://pypi.org/project/msfunds/)
 


<h2>Example:</h2>

```python
import msfunds

# Retrieve funds available in France, corresponding to the keyword "Technology" and display their one year return
funds_fra = msfunds.ScreenerFunction().screener(Country="France", Keyword="Technology", Fields=["GBRReturnM12"])
funds_fra = funds_fra.sort_values(by="GBRReturnM12")
funds_fra = funds_fra.head(5)
print(funds_fra)

# Selection of a fund based on one year return:
fund_id = funds_fra.iloc[0]['SecId']

# Fetching a specific fund data: 
fund_data = msfunds.Fund(fund_id)

# Display the fund ESG-related data: 
fund_esg = fund_data.ESG

# Display the fund Portfolio-related data: 
fund_portfolio = fund_data.Portfolio

# Display top holdings of the fund: 
fund_holdings = pd.DataFrame(fund_portfolio['HoldingData']['equityHoldingPage'])

```



