/* * QUANTCONNECT.COM - Democratizing Finance, Empowering Individuals. * Lean Algorithmic Trading Engine v2.0. Copyright 2023 QuantConnect Corporation. * * Licensed under the Apache License, Version 2.0 (the "License"); * you may not use this file except in compliance with the License. * You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 * * Unless required by applicable law or agreed to in writing, software * distributed under the License is distributed on an "AS IS" BASIS, * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. * See the License for the specific language governing permissions and * limitations under the License. * */ using System; using System.Linq; using Python.Runtime; using Newtonsoft.Json; using System.Collections.Generic; using QuantConnect.Data.UniverseSelection; namespace QuantConnect.Data.Fundamental { /// /// Represents par or stated value of the subsidiary stock not owned by the parent company plus the minority interest's equity in the surplus of the subsidiary. This item includes preferred dividend averages on the minority preferred stock (preferred shares not owned by the reporting parent company). Minority interest also refers to stockholders who own less than 50% of a subsidiary's outstanding voting common stock. The minority stockholders hold an interest in the subsidiary's net assets and share earnings with the parent company. /// public class MinorityInterestsIncomeStatement : MultiPeriodField { /// /// The default period /// protected override string DefaultPeriod => "TwelveMonths"; /// /// Gets/sets the OneMonth period value for the field /// [JsonProperty("1M")] public double OneMonth => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_OneMonth); /// /// Gets/sets the TwoMonths period value for the field /// [JsonProperty("2M")] public double TwoMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_TwoMonths); /// /// Gets/sets the ThreeMonths period value for the field /// [JsonProperty("3M")] public double ThreeMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_ThreeMonths); /// /// Gets/sets the SixMonths period value for the field /// [JsonProperty("6M")] public double SixMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_SixMonths); /// /// Gets/sets the NineMonths period value for the field /// [JsonProperty("9M")] public double NineMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_NineMonths); /// /// Gets/sets the TwelveMonths period value for the field /// [JsonProperty("12M")] public double TwelveMonths => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_TwelveMonths); /// /// Returns true if the field contains a value for the default period /// public override bool HasValue => !BaseFundamentalDataProvider.IsNone(typeof(double), FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_TwelveMonths)); /// /// Returns the default value for the field /// public override double Value { get { var defaultValue = FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, FundamentalProperty.FinancialStatements_IncomeStatement_MinorityInterests_TwelveMonths); if (!BaseFundamentalDataProvider.IsNone(typeof(double), defaultValue)) { return defaultValue; } return base.Value; } } /// /// Gets a dictionary of period names and values for the field /// /// The dictionary of period names and values public override IReadOnlyDictionary GetPeriodValues() { var result = new Dictionary(); foreach (var kvp in new[] { new Tuple("1M",OneMonth), new Tuple("2M",TwoMonths), new Tuple("3M",ThreeMonths), new Tuple("6M",SixMonths), new Tuple("9M",NineMonths), new Tuple("12M",TwelveMonths) }) { if(!BaseFundamentalDataProvider.IsNone(typeof(double), kvp.Item2)) { result[kvp.Item1] = kvp.Item2; } } return result; } /// /// Gets the value of the field for the requested period /// /// The requested period /// The value for the period public override double GetPeriodValue(string period) => FundamentalService.Get(TimeProvider.GetUtcNow(), SecurityIdentifier, Enum.Parse($"FinancialStatements_IncomeStatement_MinorityInterests_{ConvertPeriod(period)}")); /// /// Creates a new empty instance /// public MinorityInterestsIncomeStatement() { } /// /// Creates a new instance for the given time and security /// public MinorityInterestsIncomeStatement(ITimeProvider timeProvider, SecurityIdentifier securityIdentifier) : base(timeProvider, securityIdentifier) { } } }