Changing file name as Stock_name and the series

[cotton1234]

Hello Benny,

As of now , the code is just using stock name as the file name without the series appended to it.
Is it possible to add the series to the file name,

I know it will change the logic and also all the files need to be changed.

Why i saying so is, if we code any strategy on top if it, then it is difficult to pick the stock based on series as some times we need to trade in BE series stock so focus will be there only.

Let me know what you think.

Thanks
Saurabh

[BennyThadikaran]

You can actually filter the latest bhavcopy by the stock series. See the below code.

The latest bhav copy is stored in nseBhav folder by year.

Stocks keep flipping between BE and EQ. Keeping track of their status would require a lot of extra code.

from typing import Literal, Union
import pandas as pd
from pathlib import Path
from datetime import datetime


def filter_stock_by_series(
    date: Union[str, datetime],
    series: Literal["EQ", "BE", "BZ", "SM", "ST"],
    folder: Union[str, Path],
) -> pd.Index:
    """
    Filter bhavcopy by series and return the pandas index

    date: iso format string or Datetime
    series: stock series string
    folder: Path to src/nseBhav
    """

    if isinstance(folder, str):
        folder = Path(folder).expanduser().resolve()

    if isinstance(date, str):
        date = datetime.fromisoformat(date)

    dt_str = f"{date:%d%b%Y}".upper()

    file = folder / str(date.year) / f"cm{dt_str}bhav.csv"

    df = pd.read_csv(file, index_col="SYMBOL")

    return df[df["SERIES"] == series].index


if __name__ == "__main__":

    filtered_series = filter_stock_by_series(
        "2024-02-05", "BE", "~/Documents/python/eod2/src/nseBhav"
    )

    for sym in filtered_series:
        print(sym)

[cotton1234]

Sure Benny. Let me have a look.