Thanks for raising this. This is a bug in the sense that trailing shouldn't be accepted as an argument for balance_sheet - there's no meaning for a trailing twelve month (TTM) number for a balance sheet as it's simply a point-in-time reference. Take a look at YF for some examples:

The fix (I think) should be something like this:

def balance_sheet(self, frequency='a'):
    return self._financials('balance_sheet', frequency)

Absolutely agree.
In fact I indeed verified in my code that I was just extracting the relevant value from the last quarter and append it to the data I get from the annual balance sheet (to visualize longerterm trend but including the most recent value in case the last annual one is 'older' than the recent quarter).

Thanks !

Hi, I am interested to do this. Can I try this?

Hi, I am interested to do this. Can I try this?

Please clarify the question (was not sure who the question is aimed at, and what you want to try).

If the question was for me, and you wanted to look at the trend of a specific 'aspect/attribute', you can do it already like the below which will create a dict for the specific attribute and later you can visualize as applicable.

    yq = Ticker(ticker)
    
    yq_balance = yq.balance_sheet()
    yq_balance.reset_index(level=[0], inplace=True)
    yq_balance_q = yq.balance_sheet(frequency='q')
    yq_balance_q.reset_index(level=[0], inplace=True)
    
    # total_liabilities trend data
    data_field = 'TotalLiabilitiesNetMinorityInterest'
    yq_data_df = yq_balance[['asOfDate', data_field]]
    yq_data_df.rename(columns={'asOfDate': 'date', data_field: 'yq_data'}, inplace=True)
    yq_data_df['date'] = yq_data_df['date'].dt.strftime('%Y-%m-%d')
    yq_data_df.set_index('date', inplace=True)
    last_date = yq_data_df.index[-1]
    trend_data = yq_data_df.to_dict()['yq_data']

For attributes that are not in the balance_sheet, it is even slightly easier, since you don't need the quarterly report and you can just add the 'trailing=True' as parameter for the annual report to get also the data for the most recent 12 months.

The original thread here was just to raise the question whether 'trailing=True' should be reported as a warning, or instead be allowed, resulting with a row from the most recent quarter added (i.e., mrq instead of TTM, in the case mrq is not included in the last raw of the annual report).

@kushalnl7 It's all yours! And, just to be clear, the fix is really just removing the trailing argument from the method as it doesn't actually do anything.

btw, not sure if to open a different issue (not a real issue for me, but could be helpful to others):

when doing
pip install yahooquery

It still stays on 2.2.15

In order to update to 2.3.0, I did the following:
pip install yahooquery --upgrade --no-cache-dir

Maybe it would be good to edit the 'installation' section in
https://yahooquery.dpguthrie.com/