from enum import Enum
# Define enums for categorical factors
[docs]
class ThreeFactorLevel(str, Enum):
LOW = "low"
MEDIUM = "medium"
HIGH = "high"
[docs]
class FiveFactorLevel(str, Enum):
VERY_LOW = "very_low"
LOW = "low"
MEDIUM = "medium"
HIGH = "high"
VERY_HIGH = "very_high"
[docs]
class SectorType(str, Enum):
TECH = "technology"
HEALTHCARE = "healthcare"
FINANCIAL = "financial"
CONSUMER_CYCLICAL = "consumer_cyclical"
CONSUMER_DEFENSIVE = "consumer_defensive"
INDUSTRIAL = "industrial"
ENERGY = "energy"
MATERIALS = "materials"
UTILITIES = "utilities"
REAL_ESTATE = "real_estate"
COMMUNICATION = "communication"
[docs]
class IndustryType(str, Enum):
# Technology Industries
SEMICONDUCTOR = "semiconductor"
SOFTWARE_APPLICATION = "software_application"
SOFTWARE_INFRASTRUCTURE = "software_infrastructure"
ELECTRONIC_COMPONENTS = "electronic_components"
COMPUTER_HARDWARE = "computer_hardware"
CONSUMER_ELECTRONICS = "consumer_electronics"
# Healthcare Industries
BIOTECHNOLOGY = "biotechnology"
PHARMACEUTICAL_MANUFACTURERS = "pharmaceutical_manufacturers"
MEDICAL_DEVICES = "medical_devices"
MEDICAL_CARE_FACILITIES = "medical_care_facilities"
HEALTH_INFORMATION_SERVICES = "health_information_services"
# Financial Industries
BANKS_REGIONAL = "banks_regional"
BANKS_DIVERSIFIED = "banks_diversified"
INSURANCE_PROPERTY_CASUALTY = "insurance_property_casualty"
INSURANCE_LIFE = "insurance_life"
ASSET_MANAGEMENT = "asset_management"
CAPITAL_MARKETS = "capital_markets"
# Consumer Cyclical Industries
AUTO_MANUFACTURERS = "auto_manufacturers"
AUTO_PARTS = "auto_parts"
APPAREL_RETAIL = "apparel_retail"
DEPARTMENT_STORES = "department_stores"
RESTAURANTS = "restaurants"
LODGING = "lodging"
TRAVEL_SERVICES = "travel_services"
# Consumer Defensive Industries
GROCERY_STORES = "grocery_stores"
DISCOUNT_STORES = "discount_stores"
HOUSEHOLD_PRODUCTS = "household_products"
BEVERAGES_NON_ALCOHOLIC = "beverages_non_alcoholic"
BEVERAGES_ALCOHOLIC = "beverages_alcoholic"
TOBACCO = "tobacco"
# Industrial Industries
AEROSPACE_DEFENSE = "aerospace_defense"
FARM_HEAVY_MACHINERY = "farm_heavy_machinery"
ENGINEERING_CONSTRUCTION = "engineering_construction"
TOOLS_ACCESSORIES = "tools_accessories"
BUSINESS_EQUIPMENT = "business_equipment"
# Energy Industries
OIL_GAS_INTEGRATED = "oil_gas_integrated"
OIL_GAS_EXPLORATION_PRODUCTION = "oil_gas_exploration_production"
OIL_GAS_REFINING_MARKETING = "oil_gas_refining_marketing"
OIL_GAS_EQUIPMENT_SERVICES = "oil_gas_equipment_services"
# Materials Industries
CHEMICALS = "chemicals"
SPECIALTY_CHEMICALS = "specialty_chemicals"
STEEL = "steel"
BUILDING_MATERIALS = "building_materials"
PAPER_PAPER_PRODUCTS = "paper_paper_products"
# Utilities Industries
UTILITIES_REGULATED_ELECTRIC = "utilities_regulated_electric"
UTILITIES_REGULATED_GAS = "utilities_regulated_gas"
UTILITIES_RENEWABLE = "utilities_renewable"
UTILITIES_DIVERSIFIED = "utilities_diversified"
# Real Estate Industries
REIT_RESIDENTIAL = "reit_residential"
REIT_RETAIL = "reit_retail"
REIT_OFFICE = "reit_office"
REIT_HEALTHCARE = "reit_healthcare"
REIT_INDUSTRIAL = "reit_industrial"
REAL_ESTATE_SERVICES = "real_estate_services"
# Communication Industries
TELECOM_SERVICES = "telecom_services"
ENTERTAINMENT = "entertainment"
ADVERTISING_AGENCIES = "advertising_agencies"
ELECTRONIC_GAMING_MULTIMEDIA = "electronic_gaming_multimedia"
INTERNET_CONTENT_INFORMATION = "internet_content_information"