如何 Return 从 R 中的公司名称查询股票行情名称

Question

做一个我需要抓取的项目https://www.sec.gov/divisions/enforce/friactions/friactions2017.shtml。

基本上我已经编制了一份 SEC AAER 发布的清单，最终是一份私人和 public 公司的清单。我需要做的是 return 公司的自动收报机。任何对此有用的 R 包的想法。

例如，我想 "PCRFY" return 用于 Panasonic Corporation。但是，这可能是个问题：KPMG 有两个列表，一个是 "KPMG"，另一个是 "KPMG Inc." 我怎样才能确保两个查询都 return 结果？

等式的一个例子是：

    returnTicker(("Panasonic Corporation","Apple Corporation"))

哪个 return:

    ("PCRFY","APPL")

Answer 1

希望这接近您所需要的。它没有使用模糊匹配，但应该有可比较的结果。

部分改编自的答案。

# The TTR package includes stock symbols and names for NASDAQ, NYSE, and AMEX
library(TTR)

master <- TTR::stockSymbols()[,c('Name', 'Symbol')]

# We are going to clean up the company names by removing some unimportant words.
# Replace the words ' Incorporated', ' Corporated', and ' Corporation' with '' (no text), and put results in master$clean.
master <- cbind(master, clean = gsub(' Incorporated| Corporated| Corporation', '', master$Name))

# Some further cleaning of the master$clean column (the straight line | seperates the strings we are removing)...
master$clean <- gsub(', Inc|, Inc.| Inc| Inc.| Corp|, Corp| Corp.|, Corp.| Ltd.| Ltd', '', master$clean)

# Clean some special characters. For explanations, check out http://www.endmemo.com/program/R/gsub.php
master$clean <- gsub('\(The\)|[.]|\'|,', '', master$clean)

# You should also do the 3 cleaning cleaning steps above on your company names as well.
# Lastly, scroll through your data; you may find some more character strings to remove.

# Create a data frame which would contain your company names....
yourCompanyNames <- data.frame(name = c('apple', 'microsoft', 'allstate', 'ramp capital'), stringsAsFactors = F)

# This is the important part. Symbols are added to the data frame of yourCompanyNames....
yourCompanyNames$sym <- sapply(X = yourCompanyNames$name, FUN = function(YOUR.NAME) {
  master[grep(pattern = YOUR.NAME, x = master$clean, ignore.case = T), 'Symbol'] })

#  ------------ END ---------------

# I dunno how much R experience you have, but here is a quick explanation of what is happening, chunk-by-chunk...

# companyNames$sym <-
  # Create a new column in your dataframe for the symbols we will be finding

# sapply(X = yourCompanyNames$name, FUN = function(YOUR.NAME) {
  # sapply() applies a function (found on the next line) to your data (X).

# master[grep(
  # grep() searches for a string in a vector of strings, and will return the indices where it is found. For example...
  # grep('hel', c('hello', 'world', 'help')) returns 1 and 3

# pattern = YOUR.NAME, x = master$clean, ignore.case = T),
  # The pattern which grep() is looking for is YOUR.NAME, which is an individual company name from yourCompanyNames.
  # (Remember, we are moving through yourCompanyNames one-by-one)
  # grep() looks for YOUR.NAME in each of the strings in master$clean, and ignores capitalization of the strings.

# 'Symbol'] })
  # We can simplify the second line to master[grep(), 'Symbol']
  # Since grep() is returning indicies where YOUR.NAME is found in master$clean,
  # the second line gives us the symbols for the companies located at those indicies (rows).
  # Finally, sapply() returns the list of symbols we found, and the list is added to yourCompanyName$sym


# Using the 4 example companies from above, we get....

#           name                                                         sym
# 1        apple                                        AAPL, APLE, DPS, MLP
# 2    microsoft                                                        MSFT
# 3     allstate ALL, ALL-PA, ALL-PB, ALL-PC, ALL-PD, ALL-PE, ALL-PF, ALL-PG
# 4 ramp capital                                                            

# The word 'apple' appeared in multiple names, and 'allstate' has multiple tickers.
# You may need to clean some of them up using fix(yourCompanyNames)

希望这对您有所帮助，或者至少让您走上正确的道路。

如何 Return 从 R 中的公司名称查询股票行情名称

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