Historical Ownership Data with setlabel and fetch_refinitiv_data

mae.diaz

Client was able to get that Ownership Summary data from the following code.

# LOCATION

import refinitiv.data as rd

import pandas as pd

b = ['SetLabel(TR.InstrStatLocationId,location),SetLabel(TR.InstrStatLocation,locationName)',

'SetLabel(TR.CategoryInvestorCount,investorCount),SetLabel(TR.CategoryOwnershipPct,os)',

'SetLabel(TR.InstrStatCatSharesHeld,position)','SetLabel(TR.InstrStatCatShrsHldVal,heldValue)','StatType=3','Curn=USD']

b_ = fetch_refinitv_data('GE',b)

region = ['North America', 'Europe', 'Asia / Pacific', 'Africa', 'Middle East', 'Latin America']
b_[b_['LOCATIONNAME'].isin(region)]

Now he wants to get data for last month/quarter/year (historically) data. When I tried copy and pasting this code in Codebook - I am getting error "

---------------------------------------------------------------------------
NameError                                 Traceback (most recent call last)
/tmp/ipykernel_76/2082299371.py in <module>
     11 'SetLabel(TR.InstrStatCatSharesHeld,position)','SetLabel(TR.InstrStatCatShrsHldVal,heldValue)','StatType=3','Curn=USD']
     12 
---> 13 b_ = fetch_refinitv_data('GE',b)
     14 
     15 region = ['North America', 'Europe', 'Asia / Pacific', 'Africa', 'Middle East', 'Latin America']

NameError: name 'fetch_refinitv_data' is not defined"

nick.zincone

Hi @mae.diaz

If this is your first time working with the APIs, I would suggest you review the learning material within our Developer Portal. There are a number of resources for you to help understand basic examples. I'm assuming you are using Refinitiv Workspace - You can use CodeBook as a built-in development Jupyter environment - it will have plenty of examples within there.

Have you tried the above example within Jupyter? It doesn't have to be defined within a function - I would personally start off really basic like you did above - don't make things fancy - simply do the minimum to get data then work from there.

nick.zincone

Hi @mae.diaz

When you run code within a Jupyter Notebook, you have the freedom to place code within cells. In your case, it appears you are executing a cell that contains the code: fetch_refiniti_data() but have not executed the cell where this function is defined.

mae.diaz

https://community.developers.refinitiv.com/discussion/comment/119090#Comment_119090

Hi @nick.zincone how can I do it and may I ask for an example?

Also, I have manually created code;

import refinitiv.data as rd

rd.open_session()

df = rd.get_data(

universe = ['GE'],

fields = [

'TR.InstrStatLocationId',

'TR.InstrStatLocation',

'TR.CategoryInvestorCount',

'TR.CategoryOwnershipPct',

'TR.InstrStatCatSharesHeld',

'TR.InstrStatCatShrsHldVal',

'TR.InvestorRegion'

],

parameters = {

'SDate': '0CY',

'CH': 'date'

}

)

display(df)

Can the above code be the same function as what client had given earlier? Appreciate your help, thank you.

mae.diaz

https://community.developers.refinitiv.com/discussion/comment/119111#Comment_119111

@nick.zincone, I have tried the first code above in Codebook which gave me the error message that I mention and check how you reference the b_ = fetch_refinitv_data('GE',b)

region = ['North America', 'Europe', 'Asia / Pacific', 'Africa', 'Middle East', 'Latin America']

b_[b_['LOCATIONNAME'].isin(region)].

Instead, I manually created a code in CodeBK app - I'm using both Eikon and Workspace to get the data for "GE" and fields with "As of" parameter. All is set on my end, thanks again for checking my question.