okama

Quick Start

  • Get information about a single asset
  • Financial Database: Tickers & Namespaces
  • Compare assets from different stock markets
  • Basic portfolio methods

Index Funds Performance

  • Tracking difference
  • Tracking Error
  • Beta
  • Correlation with index

Investment Portfolios

  • Create an investment portfolio
  • Rebalancing strategy and asset allocation
  • Risk metrics of the portfolio
  • Accumulated return, CAGR and dividend yield
  • Compare several portfolios

Main

  • Asset
  • AssetList
  • Portfolio
  • Rebalance
  • PortfolioDCF
  • MonteCarlo
  • IndexationStrategy
  • PercentageStrategy
  • TimeSeriesStrategy
  • VanguardDynamicSpending
  • CutWithdrawalsIfDrawdown
  • EfficientFrontier

Macroeconomics

  • Inflation
  • Rate
  • Indicator

Data Access & Search

  • okama.search
  • okama.symbols_in_namespace
  • okama.namespaces
okama
  • okama.search
  • View page source

okama.search

search(search_string, namespace=None, response_format='frame')

Search symbols by ticker, name, or ISIN.

When namespace is provided, the search is performed within the cached table returned by ok.symbols_in_namespace(namespace). Otherwise the query is delegated to the API search endpoint across all namespaces.

Parameters:
search_stringstr

Case-insensitive text used to match symbol names, tickers, and ISINs.

namespacestr, optional

Namespace code such as "US" or "XETR". If omitted, all available namespaces are searched.

response_format{‘frame’, ‘json’}, default ‘frame’

Format of the returned search results.

Returns:
pandas.DataFrame or str or list

Search results.

  • Returns a DataFrame when response_format='frame'.

  • Returns a JSON string in pandas records orientation when namespace is provided and response_format='json'.

  • Returns the parsed API JSON payload as a list when namespace is omitted and response_format='json'.

Raises:
ValueError

If response_format is not 'frame' or 'json'.

Examples

>>> result = ok.search("SPY", namespace="US")
>>> result.empty
False
>>> {"symbol", "ticker", "name"}.issubset(result.columns)
True
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