# Get Research Rating Summary

get_research_rating_summary(code, rating_dimension_type=None, uid=None, num=None, next_key=None)

  • Description

    Get the institution or analyst rating summary list for the specified stock, or the rating detail for a specified institution/analyst, with pagination support

  • Parameters

    Parameter Type Description
    code str Stock code
    rating_dimension_type ResearchRatingDimensionType Rating dimension
    uid str Institution or analyst UID
    num int Number of items per page
    next_key str Pagination key
  • Return

    Parameter Type Description
    ret RET_CODE API call result
    data dict If ret == RET_OK, returns rating summary data dict
    str If ret != RET_OK, returns error description
    • The returned dict contains the following fields:

      Field Type Description
      inst_rating_summary_list list Institution rating summary list
      analyst_rating_summary_list list Analyst rating summary list
      inst_rating_detail dict Institution rating detail
      analyst_rating_detail dict Analyst rating detail
      next_key str Pagination key
    • Fields in each item of inst_rating_summary_list (institution rating summary row):

      Field Type Description
      institution_info dict Institution info, see table below
      rating_item_list list Rating record list, see table below
    • institution_info fields (InstInfo):

      Field Type Description
      institution_uid str Institution unique identifier
      institution_picture_url str Institution picture URL
      institution_name str Institution name
      update_time int Update timestamp
      update_time_str str Update date
      institution_source_name str Institution source name
      institution_en_name str Institution English name
    • analyst_info fields (AnalystInfo):

      Field Type Description
      analyst_uid str Analyst unique identifier
      analyst_name str Analyst name
      analyst_picture_url str Analyst avatar URL
      num_of_stars float Star rating
      success_rate float Success rate
      excess_return float Excess return
      stock_success_rate float Stock success rate
      stock_avg_return float Stock average return
      institution_info dict Affiliated institution info, see institution_info field table
      update_time int Update timestamp
      update_time_str str Update date
    • Fields in each item of rating_item_list (RatingItem):

      Field Type Description
      analyst_uid str Analyst unique identifier
      institution_uid str Institution unique identifier
      rating ResearchRatingType Rating
      target_price float Target price
      recommendation_date int Rating date timestamp
      recommendation_date_str str Rating date
      rating_url str Rating source URL
      update_time int Update timestamp
      update_time_str str Update date
  • Example

from futu import *
import pandas as pd
quote_ctx = OpenQuoteContext(host='127.0.0.1', port=11111)

ret, data = quote_ctx.get_research_rating_summary("US.AAPL", rating_dimension_type=1)
if ret == RET_OK:
    rows = []
    for row in data.get('inst_rating_summary_list', []):
        info = row.get('institution_info', {})
        rows.append({
            'institution_name':        info.get('institution_name', ''),
            'institution_en_name':     info.get('institution_en_name', ''),
            'institution_uid':         info.get('institution_uid', ''),
            'institution_source_name': info.get('institution_source_name', ''),
            'update_time_str':         info.get('update_time_str', ''),
        })
    df = pd.DataFrame(rows)
    print(df.to_string(index=False))
else:
    print('error:', data)
quote_ctx.close()
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  • Output
institution_name institution_en_name                      institution_uid    institution_source_name update_time_str
           Wedbush             Wedbush 8c9ae25a-07e2-4d52-a511-b0dd115a5224                    Wedbush      2024-03-01
          Evercore            Evercore a746f081-c12a-4d6d-8067-f4b6634de478               Evercore ISI      2024-03-21
               UBS                 UBS 1d3bfc25-1dda-48fd-bd9f-d4de47e68def                        UBS      2024-03-01
     Goldman Sachs       Goldman Sachs d0e296b4-c2e4-4fad-837c-cd79aaed2e8e              Goldman Sachs      2024-03-01
         Bernstein           Bernstein 16358c98-ccc1-4d08-a875-2c727b7b8d70                  Bernstein      2024-03-01
               DBS                 DBS 44dec2a6-aca9-4b52-9fed-4bbf78749783                        DBS      2024-03-01
   BofA Securities     BofA Securities 7890753d-5482-4311-a7af-8d5feed39f3e Bank of America Securities      2024-03-01
Phillip Securities  Phillip Securities a294f0ca-10c0-4884-86a7-359995505e70         Phillip Securities      2024-09-09
       J.P. Morgan         J.P. Morgan f5ec822c-d561-4db3-a09d-a1e71a9a832f                J.P. Morgan      2024-03-01
    Morgan Stanley      Morgan Stanley 9a29ac93-221c-4c1a-ba1a-bbbbf57a5ca6             Morgan Stanley      2024-03-01
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API Limits

  • Maximum 30 requests per 30 seconds.
  • Supports US stocks and REITs.