IEX Finance API

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A Ruby client for the The IEX Cloud API.

Table of Contents

Installation

Add to Gemfile.

gem 'iex-ruby-client'

Run bundle install.

Usage

Get an API Token

Create an account on IEX Cloud and get a publishable token from the IEX cloud console. You should use a sandbox token and endpoint for testing.

Configure

IEX::Api.configure do |config|
  config.publishable_token = 'token' # defaults to ENV['IEX_API_PUBLISHABLE_TOKEN']
  config.endpoint = 'https://sandbox.iexapis.com/v1' # defaults to 'https://cloud.iexapis.com/v1'
end

You can also configure an instance of a client directly.

client = IEX::Api::Client.new(
  publishable_token: 'token',
  endpoint: 'https://sandbox.iexapis.com/v1'
)

Get a Single Price

Fetches a single number, being the IEX real time price, the 15 minute delayed market price, or the previous close price.

client.price('MSFT') # 93.78

See #price for detailed documentation.

Get a Quote

Fetches a single stock quote.

quote = client.quote('MSFT')

quote.latest_price # 90.165
quote.change # 0.375
quote.change_percent # 0.00418
quote.change_percent_s # '+0.42%'

See #quote for detailed documentation or quote.rb for returned fields.

Get a OHLC (Open, High, Low, Close) price

Fetches a single stock OHLC price. Open and Close prices contain timestamp.

ohlc = client.ohlc.get('MSFT')

ohlc.close.price # 90.165
ohlc.close.time #
ohlc.open.price # 0.375
ohlc.open.time
ohlc.high # 0.00418
ohlc.low # '+0.42%'

Get a Market OHLC (Open, High, Low, Close) prices

Fetches a hash market OHLC prices.

market = client.market
market['SPY'].close.price # 278.56
market['SPY'].close.time # 2018-06-11 23:00:00 +0300
market['SPY'].open.price # 279.05
market['SPY'].open.time # 2018-06-12 16:30:00 +0300
market['SPY'].high #
market['SPY'].low #

Get Company Information

Fetches company information for a symbol.

company = client.company('MSFT')

company.ceo # 'Satya Nadella'
company.company_name # 'Microsoft Corporation'

See #company for detailed documentation or company.rb for returned fields.

Get a Company Logo

Fetches company logo for a symbol.

 = client.('MSFT')

.url # 'https://storage.googleapis.com/iex/api/logos/MSFT.png'

See #logo for detailed documentation or logo.rb for returned fields.

Get Recent News

Fetches news for a symbol.

news = client.news('MSFT')

news.size # 10

latest = news.first
latest.headline # 'Smartsheet files for $100M IPO with growing losses'
latest.url # 'https://...'

Retrieve a range between 1 and 50.

news = client.news('MSFT', 5)

See #news for detailed documentation or news.rb for returned fields.

Get Chart

Fetches charts for a symbol.

chart = client.chart('MSFT')

chart.size # 38510

first = chart.first
first.label # '9:30 AM'
first.high # 94.97

You can specify a chart range and additional options.

client.chart('MSFT', 'dynamic') # 1d or 1m data depending on the day or week and time of day
client.chart('MSFT', Date.new(2018, 3, 26)) # a specific date
client.chart('MSFT', '1d', chart_interval: 10) # every n-th data point

Note that calling the chart API weighs more than 1 IEX message (you pay more than 1 call).

# 1 message per minute capped at 50 messages to intraday_prices
client.chart('MSFT', '1d')

# 2x22 trading days = 44 messages to historical_close_prices
client.chart('MSFT', '1m', chart_close_only: true)

# 2x251 trading days = 502 messages to historical_close_prices
client.chart('MSFT', '1y', chart_close_only: true)

Get Key Stats

Fetches company's key stats for a symbol.

key_stats = client.key_stats('MSFT')

key_stats.week_52_change_dollar # "$0.37"
key_stats.week_52_high # 136.04
key_stats.week_52_high_dollar # "$136.04"
key_stats.week_52_low # 95.92,
key_stats.week_52_low_dollar # "$95.92"
key_stats.market_cap # 990869169557
key_stats.market_cap_dollar # "$990,869,169,557"
key_stats.employees # 133074
key_stats.day_200_moving_avg # 112.43
key_stats.day_50_moving_avg # 121
key_stats.float # 7694414092
key_stats.avg_10_volume # 25160156.2
key_stats.avg_30_volume # 23123700.13
key_stats.ttm_eps # 4.66
key_stats.ttm_dividend_rate # 1.8
key_stats.company_name # "Microsoft Corp."
key_stats.shares_outstanding # 7849945172
key_stats.max_change_percent # 4.355607
key_stats.year_5_change_percent # 2.32987
key_stats.year_5_change_percent_s # "+232.99%"
key_stats.year_2_change_percent # 0.84983
key_stats.year_2_change_percent_s # "+84.98%"
key_stats.year_1_change_percent # 0.383503
key_stats.year_1_change_percent_s # "+38.35%"
key_stats.ytd_change_percent # 0.270151
key_stats.ytd_change_percent_s # "+27.02%"
key_stats.month_6_change_percent # 0.208977
key_stats.month_6_change_percent_s # "+20.90%"
key_stats.month_3_change_percent # 0.212188
key_stats.month_3_change_percent_s # "+21.22%"
key_stats.month_1_change_percent # 0.076335
key_stats.month_1_change_percent_s # "+7.63%"
key_stats.day_30_change_percent # 0.089589
key_stats.day_30_change_percent_s # "+8.96%"
key_stats.day_5_change_percent # -0.010013
key_stats.day_5_change_percent_s # "-1.00%"
key_stats.next_dividend_date # "2019-05-21"
key_stats.dividend_yield # 0.014087248841960684
key_stats.next_earnings_date # "2019-07-29"
key_stats.ex_dividend_date # "2019-05-24"
key_stats.pe_ratio # 29.47
key_stats.beta # 1.4135449089973444

See #key-stats for detailed documentation or key_stats.rb for returned fields.

Get Dividends

Fetches dividends for a symbol.

dividends = client.dividends('MSFT', '6m') # Options are: 5y, 2y, 1y, ytd, 6m, 3m, 1m

dividends.payment_date # '2018-03-08'
dividends.record_date # '2018-02-15'
dividends.declared_date # '2017-11-29'
dividends.amount # 0.42

See #dividends for detailed documentation or dividends.rb for returned fields.

Get Earnings

Fetches earnings for a symbol.

earnings = client.earnings('MSFT')

earnings.actual_eps # 1.13
earnings.consensus_eps # 1.07
earnings.announce_time # 'AMC'
earnings.number_of_estimates # 14
earnings.eps_surprise_dollar # 0.06
earnings.eps_report_date # '2018-07-19'
earnings.fiscal_period # 'Q4 2018'
earnings.fiscal_end_date # '2018-06-30'
earnings.year_ago # 0.98
earnings.year_ago_change_percent # 0.15306122448979584
earnings.year_ago_change_percent_s # '+15.31%'

See #earnings for detailed documentation or earnings.rb for returned fields.

Get Income Statement

Fetches income statement for a symbol.

income = client.income('MSFT')

income.report_date # '2019-03-31'
income.total_revenue # 30_505_000_000
income.total_revenue_dollar # '$30,505,000,000'
income.cost_of_revenue # 10_170_000_000
income.cost_of_revenue_dollar # '$10,170,000,000'
income.gross_profit # 20_335_000_000
income.gross_profit_dollar # '$20,335,000,000'
...

See #income-statement for detailed documentation or income.rb for returned fields.

Get Sector Performance

Fetches latest sector's performance.

sectors = client.sectors('MARKET')

sectors.type # sectors
sectors.name # Industrials
sectors.performance # 0.00711
sectors.last_updated # 1533672000437

See #sector-performance for detailed documentation or sectors.rb for returned fields.

Get Largest Trades

Fetches largest trades in the day for a specific stock. Ordered by largest trade on the top.

trades = client.largest_trades('aapl')

trades.first.price # 186.39
trades.first.size # 10000 - refers to the number of shares negotiated in the day.
trades.first.time # 1527090690175
trades.first.time_label # 11:51:30
trades.first.venue # EDGX
trades.first.venue_name # Cboe EDGX

See #largest-trades for detailed documentation or largest_trades.rb for returned fields.

Get a Quote for Crypto Currencies

Fetches a crypto currency quote.

crypto = client.crypto('BTCUSDT')

crypto.symbol #'BTCUSDT'
crypto.company_name #'Bitcoin USD'
crypto.primary_exchange #'crypto'
crypto.sector #'cryptocurrency'
crypto.calculation_price #'realtime'
crypto.open #3527.79
crypto.open_dollar #'$3,527'
crypto.open_time #1_548_082_840_296
crypto.close #3522.05522498
crypto.close_dollar #'$3,522'
crypto.close_time #1_548_169_240_296
crypto.high #3590.51
crypto.high_dollar #'$3,590'

See #crypto for detailed documentation or crypto.rb for returned fields.

Configuration

You can configure client options globally or directly with a IEX::Api::Client instance.

IEX::Api::Client.configure do |config|
  config.publishable_token = ENV['IEX_API_PUBLISHABLE_TOKEN']
  config.endpoint = 'https://sandbox.iexapis.com/v1' # use sandbox environment
end
client = IEX::Api::Client.new(
  publishable_token: ENV['IEX_API_PUBLISHABLE_TOKEN'],
  endpoint: 'https://sandbox.iexapis.com/v1'
)

The following settings are supported.

setting description
user_agent User-agent, defaults to IEX Ruby Client/version.
proxy Optional HTTP proxy.
ca_path Optional SSL certificates path.
ca_file Optional SSL certificates file.
logger Optional Logger instance that logs HTTP requests.
timeout Optional open/read timeout in seconds.
open_timeout Optional connection open timeout in seconds.
publishable_token IEX Cloud API publishable token.
endpoint Defaults to https://cloud.iexapis.com/v1.

Errors

SymbolNotFound

If a symbol cannot be found an IEX::Errors::SymbolNotFound exception is raised.

PermissionDeniedError

All errors that return HTTP code 403 result in a IEX::Errors::PermissionDeniedError exception.

ClientError

All errors that return HTTP codes 400-600 result in a IEX::Errors::ClientError exception.

Contributing

See CONTRIBUTING.

Copyright and License

Copyright (c) 2018-2019, Daniel Doubrovkine and Contributors.

This project is licensed under the MIT License.

Data provided for free by IEX, see terms.