FundQuery

class yfinance.FundQuery(operator: str, operand: List[QueryBase] | Tuple[str, Tuple[str | Real, ...]])

The FundQuery class constructs filters for mutual funds based on specific criteria such as region, sector, exchange, and peer group.

Start with value operations: EQ (equals), IS-IN (is in), BTWN (between), GT (greater than), LT (less than), GTE (greater or equal), LTE (less or equal).

Combine them with logical operations: AND, OR.

Example

Predefined Yahoo query solid_large_growth_funds:

from yfinance import FundQuery

FundQuery('and', [
    FundQuery('eq', ['categoryname', 'Large Growth']),
    FundQuery('is-in', ['performanceratingoverall', 4, 5]),
    FundQuery('lt', ['initialinvestment', 100001]),
    FundQuery('lt', ['annualreturnnavy1categoryrank', 50]),
    FundQuery('eq', ['exchange', 'NAS'])
])

Attributes

valid_fields

Valid operands, grouped by category.

Permitted Keys/Values

Key	Values
eq_fields	annualreturnnavy1categoryrank categoryname exchange initialinvestment performanceratingoverall riskratingoverall
price	eodprice intradayprice intradaypricechange

valid_values

Most operands take number values, but some have a restricted set of valid values.

Permitted Keys/Values

Key

Values

exchange

ae: DFM ar: BUE at: VIE au: ASX, CXA be: BRU br: SAO ca: CNQ, NEO, TOR, VAN ch: EBS cl: SGO cn: SHH, SHZ co: BVC cz: PRA de: BER, DUS, EUX, FRA, GER, HAM, HAN, MUN, STU dk: CPH ee: TAL eg: CAI es: BAR, MAD, MCE fi: HEL fr: ENX, PAR gb: CXE, IOB, LSE gr: ATH hk: HKG hu: BUD id: JKT ie: ISE il: TLV in: BSE, NSI is: ICE it: MIL jp: FKA, JPX, OSA, SAP kr: KOE, KSC kw: KUW lk: CSE lt: LIT lv: RIS mx: MEX my: KLS nl: AMS no: OSL nz: NZE pe: ph: PHP, PHS pk: KAR pl: WSE pt: LIS qa: DOH ro: BVB ru: MCX sa: SAU se: STO sg: SES sr: th: SET tr: IST tw: TAI, TWO us: ASE, NAS, NCM, NGM, NMS, NYQ, OEM, OGM, OQB, PNK, WCB ve: CCS vn: VSE za: JNB

Methods

__init__(operator: str, operand: List[QueryBase] | Tuple[str, Tuple[str | Real, ...]])

to_dict() → Dict