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Merge pull request #47 from dpguthrie/feat/add-stock-data
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Add stock data
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dpguthrie authored Jan 9, 2024
2 parents dd342a6 + 4356c79 commit ad837de
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265 changes: 265 additions & 0 deletions models/staging/stocks/_stocks__models.yml
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version: 2

models:
- name: stg_stocks__fund_ownership
description: ""
access: public
columns:
- name: symbol
data_type: varchar
description: ""

- name: report_date
data_type: date
description: ""

- name: organization
data_type: varchar
description: ""

- name: percent_held
data_type: float
description: ""

- name: total_shares
data_type: float
description: ""

- name: total_value
data_type: float
description: ""

- name: percent_change
data_type: float
description: ""

- name: stg_stocks__grade_history
description: ""
access: public
columns:
- name: symbol
data_type: varchar
description: ""

- name: epoch_grade_date
data_type: timestamp_ntz
description: ""

- name: firm
data_type: varchar
description: ""

- name: to_grade
data_type: varchar
description: ""

- name: from_grade
data_type: varchar
description: ""

- name: proposed_action
data_type: varchar
description: ""

- name: stg_stocks__history
description: ""
access: public
columns:
- name: symbol
data_type: varchar
description: ""

- name: date
data_type: date
description: ""

- name: close
data_type: float
description: ""

- name: volume
data_type: float
description: ""

- name: open
data_type: float
description: ""

- name: high
data_type: float
description: ""

- name: low
data_type: float
description: ""

- name: adjusted_closed
data_type: float
description: ""

- name: dividends
data_type: float
description: ""

- name: splits
data_type: float
description: ""

- name: stg_stocks__insider_transactions
description: ""
access: public
columns:
- name: symbol
data_type: varchar
description: ""

- name: shares
data_type: float
description: ""

- name: filer_url
data_type: varchar
description: ""

- name: transaction_text
data_type: varchar
description: ""

- name: filer_name
data_type: varchar
description: ""

- name: filer_relation
data_type: varchar
description: ""

- name: money_text
data_type: varchar
description: ""

- name: start_date
data_type: date
description: ""

- name: ownership
data_type: varchar
description: ""

- name: total_value
data_type: float
description: ""

- name: stg_stocks__recommendation_trends
description: ""
access: public
columns:
- name: symbol
data_type: varchar
description: ""

- name: period
data_type: varchar
description: ""

- name: strong_buy
data_type: number
description: ""

- name: buy
data_type: number
description: ""

- name: hold
data_type: number
description: ""

- name: sell
data_type: number
description: ""

- name: strong_sell
data_type: number
description: ""

- name: stg_stocks__sec_filings
description: ""
columns:
- name: symbol
data_type: varchar
description: ""

- name: report_date
data_type: date
description: ""

- name: epoch_date
data_type: timestamp_ntz
description: ""

- name: type
data_type: varchar
description: ""

- name: title
data_type: varchar
description: ""

- name: edgar_url
data_type: varchar
description: ""

- name: stg_stocks__summary_profile
description: ""
access: public
columns:
- name: address_1
data_type: varchar
description: ""

- name: city
data_type: varchar
description: ""

- name: state
data_type: varchar
description: ""

- name: zip_code
data_type: varchar
description: ""

- name: country
data_type: varchar
description: ""

- name: phone
data_type: varchar
description: ""

- name: website
data_type: varchar
description: ""

- name: industry
data_type: varchar
description: ""

- name: sector
data_type: varchar
description: ""

- name: long_business_summary
data_type: varchar
description: ""

- name: full_time_employees
data_type: number
description: ""

- name: symbol
data_type: varchar
description: ""

- name: address_2
data_type: varchar
description: ""
24 changes: 24 additions & 0 deletions models/staging/stocks/stg_stocks__fund_ownership.sql
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with

source as (

select * from {{ source('stocks', 'fund_ownership') }}

),

renamed as (

select
symbol,
report_date,
organization,
pct_held as percent_held,
position as total_shares,
value as total_value,
pct_change as percent_change

from source

)

select * from renamed
23 changes: 23 additions & 0 deletions models/staging/stocks/stg_stocks__grade_history.sql
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with

source as (

select * from {{ source('stocks', 'grade_history') }}

),

renamed as (

select
symbol,
epoch_grade_date,
firm,
to_grade,
from_grade,
action as proposed_action

from source

)

select * from renamed
27 changes: 27 additions & 0 deletions models/staging/stocks/stg_stocks__insider_transactions.sql
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with

source as (

select * from {{ source('stocks', 'insider_transactions') }}

),

renamed as (

select
symbol,
shares,
filer_url,
transaction_text,
filer_name,
filer_relation,
money_text,
start_date,
ownership,
value as total_value

from source

)

select * from renamed
24 changes: 24 additions & 0 deletions models/staging/stocks/stg_stocks__recommendation_trends.sql
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with

source as (

select * from {{ source('stocks', 'recommendation_trends') }}

),

renamed as (

select
symbol,
period,
strong_buy,
buy,
hold,
sell,
strong_sell

from source

)

select * from renamed
23 changes: 23 additions & 0 deletions models/staging/stocks/stg_stocks__sec_filings.sql
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with

source as (

select * from {{ source('stocks', 'sec_filings') }}

),

renamed as (

select
symbol,
date as report_date,
epoch_date,
type,
title,
edgar_url

from source

)

select * from renamed

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