Merge branch 'develop' into feature/charting-obbject

.github/workflows/gh-pages.yml

@@ -68,6 +68,11 @@ jobs:
           poetry run python openbb_platform/dev_install.py -e all
           pip uninstall nbmake -y
           poetry run python website/generate_platform_v4_markdown.py
+      
+      - name: Generate Excel Docs
+        run: |
+          source .venv/bin/activate
+          poetry run python website/generate_excel_markdown.py
 
       - name: Generate Widgets Library
         run: |

openbb_platform/core/openbb_core/app/provider_interface.py

@@ -245,6 +245,7 @@ class ProviderInterface(metaclass=SingletonMeta):
                 title=provider_name,
                 description=description,
                 alias=field.alias or None,
+                json_schema_extra=field.json_schema_extra,
             )
         elif provider_name:
             default: FieldInfo = Field(
@@ -257,6 +258,7 @@ class ProviderInterface(metaclass=SingletonMeta):
                 )
                 if alias_dict.get(name, [])
                 else None,
+                json_schema_extra=field.json_schema_extra,
             )
 
         return DataclassField(new_name, type_, default)
@@ -479,6 +481,7 @@ class ProviderInterface(metaclass=SingletonMeta):
             fields.update(extra.model_fields)
 
             fields_dict: Dict[str, Tuple[Any, Any]] = {}
+
             for name, field in fields.items():
                 fields_dict[name] = (
                     field.annotation,
@@ -488,6 +491,7 @@ class ProviderInterface(metaclass=SingletonMeta):
                         description=field.description,
                         alias=field.alias,
                         validation_alias=field.validation_alias,
+                        json_schema_extra=field.json_schema_extra,
                     ),
                 )
 

openbb_platform/core/openbb_core/provider/standard_models/equity_quote.py

@@ -18,7 +18,7 @@ class EquityQuoteQueryParams(QueryParams):
 
     symbol: str = Field(
         description=QUERY_DESCRIPTIONS.get("symbol", "")
-        + " In this case, the comma separated list of symbols."
+        + " This endpoint will accept multiple symbols separated by commas."
     )
 
     @field_validator("symbol", mode="before", check_fields=False)
@@ -33,14 +33,125 @@ class EquityQuoteQueryParams(QueryParams):
 class EquityQuoteData(Data):
     """Equity Quote Data."""
 
-    day_low: Optional[float] = Field(
+    symbol: str = Field(description=DATA_DESCRIPTIONS.get("symbol", ""))
+    asset_type: Optional[str] = Field(
+        default=None, description="Type of asset - i.e, stock, ETF, etc."
+    )
+    name: Optional[str] = Field(
+        default=None, description="Name of the company or asset."
+    )
+    exchange: Optional[str] = Field(
         default=None,
-        description="Lowest price of the stock in the current trading day.",
+        description="The name or symbol of the venue where the data is from.",
     )
-    day_high: Optional[float] = Field(
+    bid: Optional[float] = Field(
+        default=None, description="Price of the top bid order."
+    )
+    bid_size: Optional[int] = Field(
         default=None,
-        description="Highest price of the stock in the current trading day.",
+        description="This represents the number of round lot orders at the given price."
+        + " The normal round lot size is 100 shares."
+        + " A size of 2 means there are 200 shares available at the given price.",
     )
-    date: Optional[datetime] = Field(
+    bid_exchange: Optional[str] = Field(
-        description=DATA_DESCRIPTIONS.get("date", ""), default=None
+        default=None,
+        description="The specific trading venue where the purchase order was placed.",
+    )
+    ask: Optional[float] = Field(
+        default=None, description="Price of the top ask order."
+    )
+    ask_size: Optional[int] = Field(
+        default=None,
+        description="This represents the number of round lot orders at the given price."
+        + " The normal round lot size is 100 shares."
+        + " A size of 2 means there are 200 shares available at the given price.",
+    )
+    ask_exchange: Optional[str] = Field(
+        default=None,
+        description="The specific trading venue where the sale order was placed.",
+    )
+    quote_conditions: Optional[Union[str, int, List[str], List[int]]] = Field(
+        default=None,
+        description="Conditions or condition codes applicable to the quote.",
+    )
+    quote_indicators: Optional[Union[str, int, List[str], List[int]]] = Field(
+        default=None,
+        description="Indicators or indicator codes applicable to the participant"
+        + " quote related to the price bands for the issue, or the affect the quote has"
+        + " on the NBBO.",
+    )
+    sales_conditions: Optional[Union[str, int, List[str], List[int]]] = Field(
+        default=None,
+        description="Conditions or condition codes applicable to the sale.",
+    )
+    sequence_number: Optional[int] = Field(
+        default=None,
+        description="The sequence number represents the sequence in which message events happened."
+        + " These are increasing and unique per ticker symbol,"
+        + " but will not always be sequential (e.g., 1, 2, 6, 9, 10, 11).",
+    )
+    market_center: Optional[str] = Field(
+        default=None,
+        description="The ID of the UTP participant that originated the message.",
+    )
+    participant_timestamp: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp for when the quote was generated by the exchange.",
+    )
+    trf_timestamp: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp for when the TRF (Trade Reporting Facility) received the message.",
+    )
+    sip_timestamp: Optional[datetime] = Field(
+        default=None,
+        description="Timestamp for when the SIP (Security Information Processor)"
+        + " received the message from the exchange.",
+    )
+    last_price: Optional[float] = Field(
+        default=None, description="Price of the last trade."
+    )
+    last_tick: Optional[str] = Field(
+        default=None, description="Whether the last sale was an up or down tick."
+    )
+    last_size: Optional[int] = Field(
+        default=None, description="Size of the last trade."
+    )
+    last_timestamp: Optional[datetime] = Field(
+        default=None, description="Date and Time when the last price was recorded."
+    )
+    open: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("open", "")
+    )
+    high: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("high", "")
+    )
+    low: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("low", "")
+    )
+    close: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("close", "")
+    )
+    volume: Optional[Union[int, float]] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("volume", "")
+    )
+    exchange_volume: Optional[Union[int, float]] = Field(
+        default=None,
+        description="Volume of shares exchanged during the trading day on the specific exchange.",
+    )
+    prev_close: Optional[float] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("prev_close", "")
+    )
+    change: Optional[float] = Field(
+        default=None, description="Change in price from previous close."
+    )
+    change_percent: Optional[float] = Field(
+        default=None,
+        description="Change in price as a normalized percentage.",
+        json_schema_extra={"x-frontendmultiply": 100},
+    )
+    year_high: Optional[float] = Field(
+        default=None, description="The one year high (52W High)."
+    )
+    year_low: Optional[float] = Field(
+        default=None, description="The one year low (52W Low)."
     )

openbb_platform/core/openbb_core/provider/standard_models/revenue_business_line.py

@@ -1,18 +1,19 @@
 """Revenue by Business Line Standard Model."""
 
-
+import warnings
 from datetime import date as dateType
-from typing import Dict, List, Literal, Set, Union
+from typing import Dict, Literal, Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data, ForceInt
 from openbb_core.provider.abstract.query_params import QueryParams
 from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
     QUERY_DESCRIPTIONS,
 )
 
+_warn = warnings.warn
+
 
 class RevenueBusinessLineQueryParams(QueryParams):
     """Revenue by Business Line Query."""
@@ -26,17 +27,29 @@ class RevenueBusinessLineQueryParams(QueryParams):
     )  # should always be flat
 
     @field_validator("symbol", mode="before", check_fields=False)
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+    @classmethod
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        if isinstance(v, str):
+        if "," in v:
-            return v.upper()
+            _warn(
-        return ",".join([symbol.upper() for symbol in list(v)])
+                f"{QUERY_DESCRIPTIONS.get('symbol_list_warning', '')} {v.split(',')[0].upper()}"
+            )
+        return v.split(",")[0].upper() if "," in v else v.upper()
 
 
 class RevenueBusinessLineData(Data):
     """Revenue by Business Line Data."""
 
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
+    period_ending: dateType = Field(description="The end date of the reporting period.")
-    business_line: Dict[str, ForceInt] = Field(
+    fiscal_period: Optional[str] = Field(
-        description="Day level data containing the revenue of the business line."
+        default=None, description="The fiscal period of the reporting period."
+    )
+    fiscal_year: Optional[int] = Field(
+        default=None, description="The fiscal year of the reporting period."
+    )
+    filing_date: Optional[dateType] = Field(
+        default=None, description="The filing date of the report."
+    )
+    business_line: Dict[str, ForceInt] = Field(
+        description="Dictionary containing the revenue of the business line."
     )

openbb_platform/core/openbb_core/provider/standard_models/revenue_geographic.py

@@ -1,18 +1,19 @@
 """Revenue by Geographic Segments Standard Model."""
 
-
+import warnings
 from datetime import date as dateType
-from typing import Dict, List, Literal, Optional, Set, Union
+from typing import Dict, Literal, Optional
 
 from pydantic import Field, field_validator
 
 from openbb_core.provider.abstract.data import Data, ForceInt
 from openbb_core.provider.abstract.query_params import QueryParams
 from openbb_core.provider.utils.descriptions import (
-    DATA_DESCRIPTIONS,
     QUERY_DESCRIPTIONS,
 )
 
+_warn = warnings.warn
+
 
 class RevenueGeographicQueryParams(QueryParams):
     """Revenue by Geographic Segments Query."""
@@ -27,32 +28,28 @@ class RevenueGeographicQueryParams(QueryParams):
 
     @field_validator("symbol", mode="before", check_fields=False)
     @classmethod
-    def upper_symbol(cls, v: Union[str, List[str], Set[str]]):
+    def upper_symbol(cls, v: str):
         """Convert symbol to uppercase."""
-        if isinstance(v, str):
+        if "," in v:
-            return v.upper()
+            _warn(
-        return ",".join([symbol.upper() for symbol in list(v)])
+                f"{QUERY_DESCRIPTIONS.get('symbol_list_warning', '')} {v.split(',')[0].upper()}"
+            )
+        return v.split(",")[0].upper() if "," in v else v.upper()
 
 
 class RevenueGeographicData(Data):
     """Revenue by Geographic Segments Data."""
 
-    date: dateType = Field(description=DATA_DESCRIPTIONS.get("date", ""))
+    period_ending: dateType = Field(description="The end date of the reporting period.")
+    fiscal_period: Optional[str] = Field(
+        default=None, description="The fiscal period of the reporting period."
+    )
+    fiscal_year: Optional[int] = Field(
+        default=None, description="The fiscal year of the reporting period."
+    )
+    filing_date: Optional[dateType] = Field(
+        default=None, description="The filing date of the report."
+    )
     geographic_segment: Dict[str, ForceInt] = Field(
-        description="Day level data containing the revenue of the geographic segment."
+        description="Dictionary of the revenue by geographic segment."
-    )
-    americas: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the American segment."
-    )
-    europe: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the European segment."
-    )
-    greater_china: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Greater China segment."
-    )
-    japan: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Japan segment."
-    )
-    rest_of_asia_pacific: Optional[ForceInt] = Field(
-        default=None, description="Revenue from the the Rest of Asia Pacific segment."
     )

openbb_platform/core/openbb_core/provider/standard_models/trailing_dividend_yield.py

@@ -2,6 +2,7 @@
 
 
 from datetime import date as dateType
+from typing import Optional
 
 from pydantic import Field
 
@@ -17,6 +18,11 @@ class TrailingDivYieldQueryParams(QueryParams):
     """Trailing Dividend Yield Query."""
 
     symbol: str = Field(default=None, description=QUERY_DESCRIPTIONS.get("symbol", ""))
+    limit: Optional[int] = Field(
+        default=252,
+        description=f"{QUERY_DESCRIPTIONS.get('limit', '')}"
+        " Default is 252, the number of trading days in a year.",
+    )
 
 
 class TrailingDivYieldData(Data):

openbb_platform/extensions/equity/integration/test_equity_api.py

@@ -1102,7 +1102,9 @@ def test_equity_price_quote(params, headers):
     "params",
     [
         ({"symbol": "AAPL", "provider": "cboe"}),
-        ({"provider": "intrinio", "symbol": "AAPL"}),
+        ({"symbol": "MSFT", "provider": "intrinio"}),
+        ({"symbol": "AAPL,MSFT", "provider": "cboe"}),
+        ({"symbol": "AAPL,MSFT", "provider": "intrinio"}),
     ],
 )
 @pytest.mark.integration
@@ -1442,7 +1444,7 @@ def test_equity_fundamental_historical_eps(params, headers):
 
 @parametrize(
     "params",
-    [({"provider": "tiingo", "symbol": "AAPL"})],
+    [({"provider": "tiingo", "symbol": "AAPL", "limit": 10})],
 )
 @pytest.mark.integration
 def test_equity_fundamental_trailing_dividend_yield(params, headers):

openbb_platform/extensions/equity/integration/test_equity_python.py

@@ -1049,7 +1049,9 @@ def test_equity_price_quote(params, obb):
     "params",
     [
         ({"symbol": "AAPL", "provider": "cboe"}),
-        ({"provider": "intrinio", "symbol": "AAPL"}),
+        ({"symbol": "MSFT", "provider": "intrinio"}),
+        ({"symbol": "AAPL,MSFT", "provider": "cboe"}),
+        ({"symbol": "AAPL,MSFT", "provider": "intrinio"}),
     ],
 )
 @pytest.mark.integration
@@ -1361,7 +1363,7 @@ def test_equity_fundamental_historical_eps(params, obb):
 
 @parametrize(
     "params",
-    [({"provider": "tiingo", "symbol": "AAPL"})],
+    [({"provider": "tiingo", "symbol": "AAPL", "limit": 10})],
 )
 @pytest.mark.integration
 def test_equity_fundamental_trailing_dividend_yield(params, obb):

openbb_platform/openbb/package/equity.py

@@ -241,7 +241,7 @@ class ROUTER_equity(Container):
         Returns
         -------
         OBBject
-            results : EquityInfo
+            results : List[EquityInfo]
                 Serializable results.
             provider : Optional[Literal['intrinio']]
                 Provider name.

openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/models/equity_historical.py

@@ -5,7 +5,12 @@ from datetime import datetime
 from typing import Any, Dict, List, Literal, Optional
 
 from dateutil.relativedelta import relativedelta
-from openbb_alpha_vantage.utils.helpers import extract_key_name, get_data, get_interval
+from openbb_alpha_vantage.utils.helpers import (
+    extract_key_name,
+    filter_by_dates,
+    get_data,
+    get_interval,
+)
 from openbb_core.provider.abstract.fetcher import Fetcher
 from openbb_core.provider.standard_models.equity_historical import (
     EquityHistoricalData,
@@ -171,6 +176,7 @@ class AVEquityHistoricalFetcher(
 
         return data[dynamic_key]
 
+    # pylint: disable=unused-argument
     @staticmethod
     def transform_data(
         query: AVEquityHistoricalQueryParams, data: Dict, **kwargs: Any
@@ -180,5 +186,6 @@ class AVEquityHistoricalFetcher(
             {"date": date, **{extract_key_name(k): v for k, v in values.items()}}
             for date, values in data.items()
         ]
+        data = filter_by_dates(data, query.start_date, query.end_date)
 
         return [AVEquityHistoricalData.model_validate(d) for d in data]

openbb_platform/providers/alpha_vantage/openbb_alpha_vantage/utils/helpers.py

@@ -2,8 +2,9 @@
 
 import json
 import re
+from datetime import datetime
 from io import StringIO
-from typing import Any, List, Optional, TypeVar, Union
+from typing import Any, Dict, List, Optional, TypeVar, Union
 
 import requests
 from openbb_core.provider import helpers
@@ -149,7 +150,6 @@ def get_data_one(url: str, **kwargs: Any) -> dict:
 
 def get_interval(value: str) -> str:
     """Get the intervals for the Alpha Vantage API."""
-
     intervals = {
         "m": "min",
         "d": "day",
@@ -164,3 +164,17 @@ def extract_key_name(key):
     """Extract the alphabetical part of the key using regex."""
     match = re.search(r"\d+\.\s+([a-z]+)", key, re.I)
     return match.group(1) if match else key
+
+
+def filter_by_dates(
+    data: List[Dict[str, Any]], start_date: datetime, end_date: datetime
+) -> List[Dict[str, Any]]:
+    """Filter the data by start and end dates."""
+    return list(
+        filter(
+            lambda x: start_date
+            <= datetime.strptime(x["date"], "%Y-%m-%d").date()
+            <= end_date,
+            data,
+        )
+    )

openbb_platform/providers/fmp/openbb_fmp/models/currency_historical.py

@@ -100,4 +100,12 @@ class FMPCurrencyHistoricalFetcher(
         query: FMPCurrencyHistoricalQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPCurrencyHistoricalData]:
         """Return the transformed data."""
+        # pylint: disable=unused-argument
+        data = [
+            d
+            for d in data
+            if d.get("vwap") != 0
+            and d.get("change") != 0
+            and d.get("changeOverTime") != 0
+        ]
         return [FMPCurrencyHistoricalData.model_validate(d) for d in data]

openbb_platform/providers/fmp/openbb_fmp/models/equity_quote.py

@@ -1,7 +1,7 @@
 """FMP Equity Quote Model."""
 
-from datetime import datetime
+from datetime import datetime, timezone
-from typing import Any, Dict, List, Optional
+from typing import Any, Dict, List, Optional, Union
 
 from openbb_core.provider.abstract.data import ForceInt
 from openbb_core.provider.abstract.fetcher import Fetcher
@@ -27,71 +27,58 @@ class FMPEquityQuoteData(EquityQuoteData):
     __alias_dict__ = {
         "price_avg50": "priceAvg50",
         "price_avg200": "priceAvg200",
-        "date": "timestamp",
+        "last_timestamp": "timestamp",
+        "high": "dayHigh",
+        "low": "dayLow",
+        "last_price": "price",
+        "change_percent": "changesPercentage",
+        "prev_close": "previousClose",
     }
-
+    price_avg50: Optional[float] = Field(
-    symbol: Optional[str] = Field(default=None, description="Symbol of the company.")
+        default=None, description="50 day moving average price."
-    name: Optional[str] = Field(default=None, description="Name of the company.")
-    price: Optional[float] = Field(
-        default=None, description="Current trading price of the equity."
     )
-    changes_percentage: Optional[float] = Field(
+    price_avg200: Optional[float] = Field(
-        default=None, description="Change percentage of the equity price."
+        default=None, description="200 day moving average price."
     )
-    change: Optional[float] = Field(
+    avg_volume: Optional[ForceInt] = Field(
-        default=None, description="Change in the equity price."
+        default=None,
-    )
+        description="Average volume over the last 10 trading days.",
-    year_high: Optional[float] = Field(
-        default=None, description="Highest price of the equity in the last 52 weeks."
-    )
-    year_low: Optional[float] = Field(
-        default=None, description="Lowest price of the equity in the last 52 weeks."
     )
     market_cap: Optional[float] = Field(
         default=None, description="Market cap of the company."
     )
-    price_avg50: Optional[float] = Field(
-        default=None, description="50 days average price of the equity."
-    )
-    price_avg200: Optional[float] = Field(
-        default=None, description="200 days average price of the equity."
-    )
-    volume: Optional[ForceInt] = Field(
-        default=None,
-        description="Volume of the equity in the current trading day.",
-    )
-    avg_volume: Optional[ForceInt] = Field(
-        default=None,
-        description="Average volume of the equity in the last 10 trading days.",
-    )
-    exchange: Optional[str] = Field(
-        default=None, description="Exchange the equity is traded on."
-    )
-    open: Optional[float] = Field(
-        default=None,
-        description="Opening price of the equity in the current trading day.",
-    )
-    previous_close: Optional[float] = Field(
-        default=None, description="Previous closing price of the equity."
-    )
-    eps: Optional[float] = Field(
-        default=None, description="Earnings per share of the equity."
-    )
-    pe: Optional[float] = Field(
-        default=None, description="Price earnings ratio of the equity."
-    )
-    earnings_announcement: Optional[str] = Field(
-        default=None, description="Earnings announcement date of the equity."
-    )
     shares_outstanding: Optional[ForceInt] = Field(
-        default=None, description="Number of shares outstanding of the equity."
+        default=None, description="Number of shares outstanding."
+    )
+    eps: Optional[float] = Field(default=None, description="Earnings per share.")
+    pe: Optional[float] = Field(default=None, description="Price earnings ratio.")
+    earnings_announcement: Optional[Union[datetime, str]] = Field(
+        default=None, description="Upcoming earnings announcement date."
     )
 
-    @field_validator("timestamp", mode="before", check_fields=False)
+    @field_validator("last_timestamp", mode="before", check_fields=False)
     @classmethod
-    def date_validate(cls, v):  # pylint: disable=E0213
+    def validate_last_timestamp(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        v = int(v) if isinstance(v, str) else v
+        return datetime.utcfromtimestamp(int(v)).replace(tzinfo=timezone.utc)
+
+    @field_validator("earnings_announcement", mode="before", check_fields=False)
+    @classmethod
+    def timestamp_validate(cls, v):  # pylint: disable=E0213
+        """Return the datetime string as a datetime object."""
+        if v:
+            dt = datetime.strptime(v, "%Y-%m-%dT%H:%M:%S.%f%z")
+            dt = dt.replace(microsecond=0)
+            timestamp = dt.timestamp()
+            return datetime.fromtimestamp(timestamp, tz=timezone.utc)
+        return None
+
+    @field_validator("change_percent", mode="after", check_fields=False)
+    @classmethod
+    def normalize_percent(cls, v):  # pylint: disable=E0213
+        """Return the percent value as a normalized value."""
+        return float(v) / 100 if v else None
 
 
 class FMPEquityQuoteFetcher(

openbb_platform/providers/fmp/openbb_fmp/models/revenue_business_line.py

@@ -1,5 +1,5 @@
 """FMP Revenue by Business Line Model."""
-
+# pylint: disable=unused-argument
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -8,6 +8,7 @@ from openbb_core.provider.standard_models.revenue_business_line import (
     RevenueBusinessLineData,
     RevenueBusinessLineQueryParams,
 )
+from openbb_fmp.models.cash_flow import FMPCashFlowStatementFetcher
 from openbb_fmp.utils.helpers import create_url, get_data_many
 from pydantic import field_validator
 
@@ -22,11 +23,11 @@ class FMPRevenueBusinessLineQueryParams(RevenueBusinessLineQueryParams):
 class FMPRevenueBusinessLineData(RevenueBusinessLineData):
     """FMP Revenue by Business Line Data."""
 
-    @field_validator("date", mode="before", check_fields=False)
+    @field_validator("period_ending", "filing_date", mode="before", check_fields=False)
     @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        return datetime.strptime(v, "%Y-%m-%d") if v else None
 
 
 class FMPRevenueBusinessLineFetcher(
@@ -53,15 +54,35 @@ class FMPRevenueBusinessLineFetcher(
 
         url = create_url(4, "revenue-product-segmentation", api_key, query)
 
-        return await get_data_many(url, **kwargs)
+        cf_fetcher = FMPCashFlowStatementFetcher()
+        cf_query = cf_fetcher.transform_query(
+            {"symbol": query.symbol, "period": query.period, "limit": 200}
+        )
+        cf_data = await cf_fetcher.aextract_data(cf_query, {"fmp_api_key": api_key})
+        filing_dates = sorted(
+            [
+                {
+                    "period_ending": d["date"],
+                    "fiscal_year": d["calendarYear"],
+                    "fiscal_period": d["period"],
+                    "filing_date": d["fillingDate"],
+                }
+                for d in cf_data
+            ],
+            key=lambda d: d["period_ending"],
+        )
+        rev_data = await get_data_many(url, **kwargs)
+        rev_data_dict = {list(d.keys())[0]: list(d.values())[0] for d in rev_data}
+        combined_data = [
+            {**d, "business_line": rev_data_dict[d["period_ending"]]}
+            for d in filing_dates
+            if d["period_ending"] in rev_data_dict
+        ]
+        return combined_data
 
     @staticmethod
     def transform_data(
         query: FMPRevenueBusinessLineQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPRevenueBusinessLineData]:
         """Return the transformed data."""
-        return [
+        return [FMPRevenueBusinessLineData.model_validate(d) for d in data]
-            FMPRevenueBusinessLineData(date=key, business_line=value)
-            for d in data
-            for key, value in d.items()
-        ]

openbb_platform/providers/fmp/openbb_fmp/models/revenue_geographic.py

@@ -1,5 +1,5 @@
 """FMP Revenue Geographic Model."""
-
+# pylint: disable=unused-argument
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -8,6 +8,7 @@ from openbb_core.provider.standard_models.revenue_geographic import (
     RevenueGeographicData,
     RevenueGeographicQueryParams,
 )
+from openbb_fmp.models.cash_flow import FMPCashFlowStatementFetcher
 from openbb_fmp.utils.helpers import create_url, get_data_many
 from pydantic import field_validator
 
@@ -22,11 +23,11 @@ class FMPRevenueGeographicQueryParams(RevenueGeographicQueryParams):
 class FMPRevenueGeographicData(RevenueGeographicData):
     """FMP Revenue Geographic Data."""
 
-    @field_validator("date", mode="before")
+    @field_validator("period_ending", "filing_date", mode="before", check_fields=False)
     @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
-        """Return date as a datetime object."""
+        """Return the date as a datetime object."""
-        return datetime.strptime(v, "%Y-%m-%d")
+        return datetime.strptime(v, "%Y-%m-%d") if v else None
 
 
 class FMPRevenueGeographicFetcher(
@@ -53,28 +54,38 @@ class FMPRevenueGeographicFetcher(
 
         url = create_url(4, "revenue-geographic-segmentation", api_key, query)
 
-        return await get_data_many(url, **kwargs)
+        cf_fetcher = FMPCashFlowStatementFetcher()
+        cf_query = cf_fetcher.transform_query(
+            {"symbol": query.symbol, "period": query.period, "limit": 200}
+        )
+        cf_data = await cf_fetcher.aextract_data(cf_query, {"fmp_api_key": api_key})
+        filing_dates = sorted(
+            [
+                {
+                    "period_ending": d["date"],
+                    "fiscal_year": d["calendarYear"],
+                    "fiscal_period": d["period"],
+                    "filing_date": d["fillingDate"],
+                }
+                for d in cf_data
+            ],
+            key=lambda d: d["period_ending"],
+        )
+
+        rev_data = await get_data_many(url, **kwargs)
+        rev_data_dict = {list(d.keys())[0]: list(d.values())[0] for d in rev_data}
+
+        combined_data = [
+            {**d, "geographic_segment": rev_data_dict[d["period_ending"]]}
+            for d in filing_dates
+            if d["period_ending"] in rev_data_dict
+        ]
+
+        return combined_data
 
     @staticmethod
     def transform_data(
         query: FMPRevenueGeographicQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPRevenueGeographicData]:
         """Return the transformed data."""
-        return [
+        return [FMPRevenueGeographicData.model_validate(d) for d in data]
-            FMPRevenueGeographicData(
-                date=key,
-                geographic_segment=v,
-                americas=v.get("Americas Segment", v.get("North America", None)),
-                europe=v.get("Europe Segment", v.get("Europe", None)),
-                greater_china=v.get(
-                    "Greater China Segment", v.get("Greater China", None)
-                ),
-                japan=v.get("Japan Segment", v.get("Japan", v.get("J P", None))),
-                rest_of_asia_pacific=v.get(
-                    "Rest of Asia Pacific Segment", v.get("Asia-Pacific", None)
-                ),
-            )
-            for d in data
-            for key, v in d.items()
-            if isinstance(v, Dict)
-        ]

openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_business_line_fetcher.yaml

@@ -3,30 +3,141 @@ interactions:
     body: null
     headers:
       Accept:
-      - '*/*'
+      - application/json
       Accept-Encoding:
-      - gzip, deflate, br
+      - gzip, deflate
       Connection:
       - keep-alive
     method: GET
-    uri: https://financialmodelingprep.com/api/v4/revenue-product-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+    uri: https://financialmodelingprep.com/api/v3/cash-flow-statement/AAPL?apikey=MOCK_API_KEY&limit=200&period=annual
   response:
     body:
       string: !!binary |
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     headers:
       Access-Control-Allow-Credentials:
       - 'true'
@@ -46,9 +157,72 @@ interactions:
       Content-Type:
       - application/json; charset=utf-8
       Date:
-      - Mon, 16 Oct 2023 12:22:07 GMT
+      - Fri, 05 Jan 2024 21:23:47 GMT
-      ETag:
+      Etag:
-      - W/"bcc-RmRDrPPLIZSDozSR7yOvF32ihbo"
+      - W/"dce9-lmsObLv7FoJ8s1nEBTpjv9OWr+4"
+      Server:
+      - nginx/1.18.0 (Ubuntu)
+      Transfer-Encoding:
+      - chunked
+      Vary:
+      - Accept-Encoding
+      X-Frame-Options:
+      - SAMEORIGIN
+      X-Powered-By:
+      - Express
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - application/json
+      Accept-Encoding:
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://financialmodelingprep.com/api/v4/revenue-product-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+  response:
+    body:
+      string: !!binary |
+        H4sIAAAAAAAAA5WWPW/bMBCG9/wKIbMD8PjNbgE6JENaIwnQoejAygwi1LEESW6HIv+9/JBs+WhZ
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+    headers:
+      Access-Control-Allow-Credentials:
+      - 'true'
+      Access-Control-Allow-Headers:
+      - X-Requested-With, content-type, auth-token, Authorization, stripe-signature,
+        APPS
+      Access-Control-Allow-Methods:
+      - GET, POST, OPTIONS
+      Access-Control-Allow-Origin:
+      - '*'
+      Access-Control-Max-Age:
+      - '3600'
+      Connection:
+      - keep-alive
+      Content-Encoding:
+      - gzip
+      Content-Type:
+      - application/json; charset=utf-8
+      Date:
+      - Fri, 05 Jan 2024 21:23:48 GMT
+      Etag:
+      - W/"c95-f87WUVMmUm4/WysLRNFu8Xy3rmE"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:

openbb_platform/providers/fmp/tests/record/http/test_fmp_fetchers/test_fmp_revenue_geographic_fetcher.yaml

@@ -3,24 +3,141 @@ interactions:
     body: null
     headers:
       Accept:
-      - '*/*'
+      - application/json
       Accept-Encoding:
-      - gzip, deflate, br
+      - gzip, deflate
       Connection:
       - keep-alive
     method: GET
-    uri: https://financialmodelingprep.com/api/v4/revenue-geographic-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+    uri: https://financialmodelingprep.com/api/v3/cash-flow-statement/AAPL?apikey=MOCK_API_KEY&limit=200&period=annual
   response:
     body:
       string: !!binary |
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     headers:
       Access-Control-Allow-Credentials:
       - 'true'
@@ -40,9 +157,68 @@ interactions:
       Content-Type:
       - application/json; charset=utf-8
       Date:
-      - Mon, 16 Oct 2023 12:22:05 GMT
+      - Fri, 05 Jan 2024 21:23:47 GMT
-      ETag:
+      Etag:
-      - W/"6e8-hNE1JdkgArZ+ciKzEMueoazLOYw"
+      - W/"dce9-lmsObLv7FoJ8s1nEBTpjv9OWr+4"
+      Server:
+      - nginx/1.18.0 (Ubuntu)
+      Transfer-Encoding:
+      - chunked
+      Vary:
+      - Accept-Encoding
+      X-Frame-Options:
+      - SAMEORIGIN
+      X-Powered-By:
+      - Express
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - application/json
+      Accept-Encoding:
+      - gzip, deflate
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://financialmodelingprep.com/api/v4/revenue-geographic-segmentation?apikey=MOCK_API_KEY&period=annual&structure=flat&symbol=AAPL
+  response:
+    body:
+      string: !!binary |
+        H4sIAAAAAAAAA5WVPW/bMBCG9/wKwnMMkLzjkdfNSIw0Hdyidqaig2AojYbYgaxMRf57RfoD7lES
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+      Content-Type:
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+      Date:
+      - Fri, 05 Jan 2024 21:23:47 GMT
+      Etag:
+      - W/"912-ZK+N7hiDCOgBJdrQTuxE+QVjtWQ"
       Server:
       - nginx/1.18.0 (Ubuntu)
       Transfer-Encoding:

openbb_platform/providers/intrinio/openbb_intrinio/models/equity_info.py

@@ -7,7 +7,10 @@ from openbb_core.provider.standard_models.equity_info import (
     EquityInfoData,
     EquityInfoQueryParams,
 )
-from openbb_intrinio.utils.helpers import get_data_one
+from openbb_core.provider.utils.helpers import (
+    amake_requests,
+)
+from openbb_intrinio.utils.helpers import response_callback
 from pydantic import Field
 
 
@@ -34,7 +37,7 @@ class IntrinioEquityInfoData(EquityInfoData):
 class IntrinioEquityInfoFetcher(
     Fetcher[
         IntrinioEquityInfoQueryParams,
-        IntrinioEquityInfoData,
+        List[IntrinioEquityInfoData],
     ]
 ):
     """Transform the query, extract and transform the data from the Intrinio endpoints."""
@@ -44,24 +47,30 @@ class IntrinioEquityInfoFetcher(
         """Transform the query."""
         return IntrinioEquityInfoQueryParams(**params)
 
+    # pylint: disable=W0613:unused-argument
     @staticmethod
     async def aextract_data(
-        query: IntrinioEquityInfoQueryParams,  # pylint: disable=unused-argument
+        query: IntrinioEquityInfoQueryParams,
         credentials: Optional[Dict[str, str]],
         **kwargs: Any,
     ) -> Dict:
         """Return the raw data from the Intrinio endpoint."""
         api_key = credentials.get("intrinio_api_key") if credentials else ""
         base_url = "https://api-v2.intrinio.com"
-        url = f"{base_url}/companies/{query.symbol}?api_key={api_key}"
 
-        return await get_data_one(url, **kwargs)
+        urls = [
+            f"{base_url}/companies/{s.strip()}?api_key={api_key}"
+            for s in query.symbol.split(",")
+        ]
 
+        return await amake_requests(urls, response_callback, **kwargs)
+
+    # pylint: disable=W0613:unused-argument
     @staticmethod
     def transform_data(
         query: IntrinioEquityInfoQueryParams,
         data: List[Dict],
-        **kwargs: Any,  # pylint: disable=unused-argument
+        **kwargs: Any,
-    ) -> IntrinioEquityInfoData:
+    ) -> List[IntrinioEquityInfoData]:
         """Transforms the data."""
-        return IntrinioEquityInfoData.model_validate(data)
+        return [IntrinioEquityInfoData.model_validate(d) for d in data]

openbb_platform/providers/intrinio/openbb_intrinio/models/equity_quote.py

@@ -1,5 +1,6 @@
 """Intrinio Equity Quote Model."""
-
+# pylint: disable=unused-argument
+import warnings
 from datetime import datetime
 from typing import Any, Dict, List, Optional
 
@@ -12,9 +13,11 @@ from openbb_core.provider.utils.helpers import (
     ClientResponse,
     amake_requests,
 )
-from openbb_intrinio.utils.references import SOURCES
+from openbb_intrinio.utils.references import SOURCES, VENUES, IntrinioSecurity
 from pydantic import Field, field_validator
 
+_warn = warnings.warn
+
 
 class IntrinioEquityQuoteQueryParams(EquityQuoteQueryParams):
     """Intrinio Equity Quote Query.
@@ -32,68 +35,32 @@ class IntrinioEquityQuoteData(EquityQuoteData):
     """Intrinio Equity Quote Data."""
 
     __alias_dict__ = {
-        "day_low": "low_price",
+        "exchange": "listing_venue",
-        "day_high": "high_price",
+        "market_center": "market_center_code",
-        "date": "last_time",
+        "bid": "bid_price",
+        "ask": "ask_price",
+        "open": "open_price",
+        "close": "close_price",
+        "low": "low_price",
+        "high": "high_price",
+        "last_timestamp": "last_time",
+        "volume": "market_volume",
     }
-
+    is_darkpool: Optional[bool] = Field(
-    last_price: float = Field(description="Price of the last trade.")
+        default=None, description="Whether or not the current trade is from a darkpool."
-    last_time: datetime = Field(
-        description="Date and Time when the last trade occurred.", alias="date"
     )
-    last_size: Optional[int] = Field(description="Size of the last trade.")
+    source: Optional[str] = Field(
-    bid_price: float = Field(description="Price of the top bid order.")
+        default=None, description="Source of the Intrinio data."
-    bid_size: int = Field(description="Size of the top bid order.")
-    ask_price: float = Field(description="Price of the top ask order.")
-    ask_size: int = Field(description="Size of the top ask order.")
-    open_price: float = Field(description="Open price for the trading day.")
-    close_price: Optional[float] = Field(
-        default=None, description="Closing price for the trading day (IEX source only)."
-    )
-    high_price: float = Field(
-        description="High Price for the trading day.", alias="day_high"
-    )
-    low_price: float = Field(
-        description="Low Price for the trading day.", alias="day_low"
-    )
-    exchange_volume: Optional[int] = Field(
-        default=None,
-        description="Number of shares exchanged during the trading day on the exchange.",
-    )
-    market_volume: Optional[int] = Field(
-        default=None,
-        description="Number of shares exchanged during the trading day for the whole market.",
     )
     updated_on: datetime = Field(
         description="Date and Time when the data was last updated."
     )
-    source: str = Field(description="Source of the data.")
+    security: Optional[IntrinioSecurity] = Field(
-    listing_venue: Optional[str] = Field(
-        default=None,
-        description="Listing venue where the trade took place (SIP source only).",
-    )
-    sales_conditions: Optional[str] = Field(
-        default=None,
-        description="Indicates any sales condition modifiers associated with the trade.",
-    )
-    quote_conditions: Optional[str] = Field(
-        default=None,
-        description="Indicates any quote condition modifiers associated with the trade.",
-    )
-    market_center_code: Optional[str] = Field(
-        default=None, description="Market center character code."
-    )
-    is_darkpool: Optional[bool] = Field(
-        default=None, description="Whether or not the current trade is from a darkpool."
-    )
-    messages: Optional[List[str]] = Field(
-        default=None, description="Messages associated with the endpoint."
-    )
-    security: Optional[Dict[str, Any]] = Field(
         default=None, description="Security details related to the quote."
     )
 
     @field_validator("last_time", "updated_on", mode="before", check_fields=False)
+    @classmethod
     def date_validate(cls, v):  # pylint: disable=E0213
         """Return the date as a datetime object."""
         return (
@@ -102,6 +69,25 @@ class IntrinioEquityQuoteData(EquityQuoteData):
             else datetime.fromisoformat(v)
         )
 
+    @field_validator("sales_conditions", mode="before", check_fields=False)
+    @classmethod
+    def validate_sales_conditions(cls, v):
+        """Validate sales conditions and remove empty strings."""
+        if v == "\u0017   ":
+            return None
+        if v == "" or v is None:
+            return None
+        v = v.strip()
+        return v
+
+    @field_validator("exchange", "market_center", mode="before", check_fields=False)
+    @classmethod
+    def validate_listing_venue(cls, v):
+        """Validate listing venue and remove empty strings."""
+        if v:
+            return VENUES[v] if v in VENUES else v
+        return None
+
 
 class IntrinioEquityQuoteFetcher(
     Fetcher[
@@ -133,20 +119,21 @@ class IntrinioEquityQuoteFetcher(
                 return {}
 
             response_data = await response.json()
-            response_data["symbol"] = response.url.parts[-2]
+            response_data["symbol"] = response_data["security"].get("ticker", None)  # type: ignore
-
+            if "messages" in response_data and response_data.get("messages"):  # type: ignore
-            return response_data
+                _message = list(response_data.pop("messages"))  # type: ignore
+                _warn(str(",".join(_message)))
+            return response_data  # type: ignore
 
         urls = [
             f"{base_url}/securities/{s.strip()}/prices/realtime?source={query.source}&api_key={api_key}"
             for s in query.symbol.split(",")
         ]
-
         return await amake_requests(urls, callback, **kwargs)
 
     @staticmethod
     def transform_data(
-        query: IntrinioEquityQuoteQueryParams, data: dict, **kwargs: Any
+        query: IntrinioEquityQuoteQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[IntrinioEquityQuoteData]:
         """Return the transformed data."""
         return [IntrinioEquityQuoteData.model_validate(d) for d in data]

openbb_platform/providers/intrinio/openbb_intrinio/utils/references.py

@@ -17,6 +17,28 @@ SOURCES = Literal[
     "delayed_sip",
 ]
 
+VENUES = {
+    "A": "NYSE MKT LLC",
+    "B": "NASDAQ OMX BX, Inc.",
+    "C": "National Stock Exchange Inc. (NSX)",
+    "D": "FINRA ADF",
+    "I": "International Securities Exchange, LLC",
+    "J": "Bats EDGA Exchange, INC",
+    "K": "Bats EDGX Exchange, Inc.",
+    "M": "Chicago Stock Exchange, Inc. (CHX)",
+    "N": "New York Stock Exchange LLC",
+    "P": "NYSE Arca, Inc.",
+    "S": "Consolidated Tape System",
+    "T": "NASDAQ (Tape A, B securities)",
+    "Q": "NASDAQ (Tape C securities)",
+    "V": "The Investors' Exchange, LLC (IEX)",
+    "W": "Chicago Broad Options Exchange, Inc. (CBOE)",
+    "X": "NASDAQ OMX PSX, Inc. LLC",
+    "Y": "Bats BYX Exchange, Inc.",
+    "Z": "Bats BZX Exchange, Inc.",
+    "u": "Other OTC Markets",
+}
+
 
 class IntrinioCompany(Data):
     """Intrinio Company Data."""
@@ -65,7 +87,7 @@ class IntrinioSecurity(Data):
         description="The country-composite OpenFIGI identifier.", default=None
     )
     share_class_figi: Optional[str] = Field(
-        description="The global-composite OpenFIGI identifier.",
+        description="The global-composite OpenFIGI identifier.", default=None
     )
     primary_listing: Optional[bool] = Field(
         description="""

openbb_platform/providers/tiingo/openbb_tiingo/models/trailing_dividend_yield.py

@@ -37,7 +37,7 @@ class TiingoTrailingDivYieldFetcher(
         transformed_params = params
         return TiingoTrailingDivYieldQueryParams(**transformed_params)
 
-    # pylint: disable=protected-access
+    # pylint: disable=unused-argument
     @staticmethod
     def extract_data(
         query: TiingoTrailingDivYieldQueryParams,
@@ -60,4 +60,5 @@ class TiingoTrailingDivYieldFetcher(
         **kwargs: Any,
     ) -> List[TiingoTrailingDivYieldData]:
         """Return the transformed data."""
+        data = data[-query.limit :] if query.limit else data
         return [TiingoTrailingDivYieldData.model_validate(d) for d in data]

openbb_platform/providers/yfinance/openbb_yfinance/models/futures_historical.py

@@ -76,9 +76,14 @@ class YFinanceFuturesHistoricalFetcher(
                 new_symbols.append(new_symbol)
             else:
                 new_symbols.append(symbol)
-        formatted_symbols = [
+
-            f"{s.upper()}=F" if "." not in s.upper() else s.upper() for s in new_symbols
+        formatted_symbols = []
-        ]
+        for s in new_symbols:
+            if "." not in s.upper() and "=F" not in s.upper():
+                formatted_symbols.append(f"{s.upper()}=F")
+            else:
+                formatted_symbols.append(s.upper())
+
         transformed_params["symbol"] = ",".join(formatted_symbols)
 
         now = datetime.now()

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_balance_sheet_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,89 +15,89 @@ interactions:
   response:
     body:
       string: !!binary |
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-        991527y3cS1pCf8DuOpm8bLarlbfvv0f/7OgT9msAAA=
+        L+qNv/Lytq7WN7cwB2xZVbdq0kaNa6eCAUEAV/XsTbleLH78+D8GDuac2awAAA==
     headers:
       Age:
       - '0'
@@ -122,15 +122,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:20 GMT
+      - Mon, 08 Jan 2024 11:44:16 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-company-fundamentals-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-company-fundamentals-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '76'
+      - '56'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_cash_flow_statement_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,81 +15,81 @@ interactions:
   response:
     body:
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-        4VZwPOgB3GTTq7+q98030dYK3fu29H/aQ7w7VYmbGQDfs3xRtqphfucnKm1z8d9N1T/s/YGpz3Zv
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+        KkZ33LY3Ev4G9GfdTN5Wq/n8x4//AcrUFrUnnQAA
     headers:
       Age:
-      - '3'
+      - '0'
       Connection:
       - keep-alive
       Expect-CT:
@@ -111,15 +111,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:20 GMT
+      - Mon, 08 Jan 2024 11:44:17 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-company-fundamentals-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-company-fundamentals-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '51'
+      - '47'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_company_news_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,51 +15,52 @@ interactions:
   response:
     body:
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+        MPzW3m/6R/umf9fbBE/kCY3qaSrKyV/+D1ZVww7KHgAA
     headers:
       Age:
-      - '0'
+      - '1'
       Connection:
       - keep-alive
       Expect-CT:
@@ -77,19 +78,19 @@ interactions:
       content-encoding:
       - gzip
       content-length:
-      - '2376'
+      - '2427'
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:20 GMT
+      - Mon, 08 Jan 2024 11:44:14 GMT
       server:
       - ATS
       vary:
       - Origin,Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-search--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-search--mtls-baseline-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '91'
+      - '103'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_equity_historical_fetcher.yaml

@@ -5,7 +5,57 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
+      Connection:
+      - keep-alive
+      Cookie:
+      - MOCK_COOKIE
+    method: GET
+    uri: https://query2.finance.yahoo.com/v8/finance/chart/AAPL?crumb=MOCK_CRUMB&interval=1d&range=1d
+  response:
+    body:
+      string: '{"chart":{"result":[{"meta":{"currency":"USD","symbol":"AAPL","exchangeName":"NMS","instrumentType":"EQUITY","firstTradeDate":345479400,"regularMarketTime":1704488401,"gmtoffset":-18000,"timezone":"EST","exchangeTimezoneName":"America/New_York","regularMarketPrice":181.18,"chartPreviousClose":181.91,"priceHint":2,"currentTradingPeriod":{"pre":{"timezone":"EST","start":1704704400,"end":1704724200,"gmtoffset":-18000},"regular":{"timezone":"EST","start":1704724200,"end":1704747600,"gmtoffset":-18000},"post":{"timezone":"EST","start":1704747600,"end":1704762000,"gmtoffset":-18000}},"dataGranularity":"1d","range":"1d","validRanges":["1d","5d","1mo","3mo","6mo","1y","2y","5y","10y","ytd","max"]},"timestamp":[1704465000],"indicators":{"quote":[{"close":[181.17999267578125],"high":[182.75999450683594],"low":[180.1699981689453],"open":[181.99000549316406],"volume":[62303300]}],"adjclose":[{"adjclose":[181.17999267578125]}]}}],"error":null}}'
+    headers:
+      Age:
+      - '0'
+      Connection:
+      - keep-alive
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Referrer-Policy:
+      - no-referrer-when-downgrade
+      Strict-Transport-Security:
+      - max-age=31536000
+      X-Content-Type-Options:
+      - nosniff
+      X-XSS-Protection:
+      - 1; mode=block
+      cache-control:
+      - public, max-age=10, stale-while-revalidate=20
+      content-length:
+      - '945'
+      content-type:
+      - application/json;charset=utf-8
+      date:
+      - Mon, 08 Jan 2024 11:43:41 GMT
+      server:
+      - ATS
+      vary:
+      - Origin,Accept-Encoding
+      x-envoy-decorator-operation:
+      - finance-chart-api--mtls-baseline-production-gq1.finance-k8s.svc.yahoo.local:4080/*
+      x-envoy-upstream-service-time:
+      - '49'
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - '*/*'
+      Accept-Encoding:
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,146 +65,144 @@ interactions:
   response:
     body:
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-        n/f23+I1C3KG/URDfiYJjC38Ha8Zu6V0jit/VIa/APaidAUmwQAC7P1G9p/V59SJIZyZh4jLofVV
+        GPlnfMv7V3/rDnj7t+6A/w+7A35584UZofvHx4fHm68+fn7//suXPwMKVCwOI3AAAA==
-        7eFviWHnMmMo69SxX8WILw9ZQ3Tg5G/0lvbkv947ePnrvYP/L+4d/PLNFyaKHp+ePjw9/Oz957dv
-        v3z5H4NRlqalcAAA
     headers:
       Age:
       - '0'
@@ -179,15 +227,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:36:49 GMT
+      - Mon, 08 Jan 2024 11:43:41 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-chart-api--mtls-baseline-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-chart-api--mtls-baseline-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '39'
+      - '56'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_etf_historical_fetcher.yaml

@@ -5,143 +5,66 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
       - MOCK_COOKIE
     method: GET
-    uri: https://query2.finance.yahoo.com/v8/finance/chart/IOO?crumb=MOCK_CRUMB&events=div%2Csplits%2CcapitalGains&includePrePost=False&interval=1d&period1=MOCK_PERIOD_1&period2=MOCK_PERIOD_2
+    uri: https://query1.finance.yahoo.com/v1/test/getcrumb
   response:
     body:
-      string: !!binary |
+      string: ASqh.0tGvoh
-        H4sIAAAAAAAAAMVd245duXH9l34+Odm8k34L7NweYg/iCZDAEILOqD1WLKknrdbYk4H+PWsVWad7
+    headers:
-        VzGx3oIBenZT3Nxk3WuxyP757rs/3D893/3i57unh0+f3+Ppdz/ffXh4vmfTd5+fnh4+fvfT3S/u
+      Age:
-        /uW3v7q73H366cN/PL7Hr//4m9/g14c/4+2P3z/8+v7DAxq/+eW/ovHdx0/PT58/PHx8/vanH9j8
+      - '1'
-        t9/+HZp//+7p0/O3T/dvH351/4zm0WrspR/HBV/+/vP7+6d/un/648Pzt+84VmhH6j1V/vP3H54f
+      Connection:
-        f//7Tw+Y218FvICmZ3T678ePMvpvv301k2/XP6wZ/c2Hh6d3393/9a8f/vTv//b49Mc787Fv8K/o
+      - keep-alive
-        149riZdJim+eHn589/j50y/fP37CP9V8Pcrl7gd2/Id3HzEHdhS6yGreffz+G3zj8S3p9cPTA//n
+      Expect-CT:
-        Z/fxrSwpx2Ou+NOzEJ1Noddju8ovt7n+hTHjiGZM/cxuzB8ePz3/hQHzpPvrAdc3/IAY8e398/3f
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
-        P91/5FTfPVNYwlsSmvzAL3j88f79u7f/zN8/Qb7mPxf+CB8e8TPJzyo/w0/4Efmj8Ec4+POnZ3b+
+      Referrer-Policy:
-        cP/nuzdfJvMxtw8/YKxQW2ylcnJ87DnW9TjiOOZjOkLJ6zG2vDqkVIN2yLlph5JSX48YdY2bRi2r
+      - no-referrer-when-downgrade
-        NR8lrtYcUl+DgUBlDZYzJrEeSzu0Q8Xzemw5ra/lHscatxxd51tC0/mWWIN2SOi9HjHAGrfUofMt
+      Strict-Transport-Security:
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+      - max-age=31536000
-        7Up1PCvVWy+6ih6CzreHofPty1TwMTVlQM9FV9Exc21FR23tXaneR1Oqj6PoKkYKOl98Sqk+8lCq
+      Transfer-Encoding:
-        D5BhjTtAiDXuGHHNFz/Dojoex6J6P0JfqwBP6lpFh+h07VBD0Q7tCNoB61jjggxrvj3EMLQ1HYvq
+      - chunked
-        eByL6j3ktlbRQ0tdO/SYtcMIQTuMsaiOfl1XEVPW+cYcdb6xhKId6rGojseuq0BPnW860mJATyEu
+      X-Content-Type-Options:
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+      - nosniff
-        gHJEZUAJhy6o5KLzLSUpA2BqlAGlBV1FGU3nW2F6V4casjKgxqQMqCnoKmATdL7QV50vtEIZQFLp
+      X-XSS-Protection:
-        uCPqKlqsOknYK6U6DI9SHWZDqQ7V0vk2vrgeR1Gq9yMr1SFSuoqehs4XS1ZSY8JKanxZp97H0EkO
+      - 1; mode=block
-        qPzqMIQW8zEWJTVEQEk9qqopHlVNoaWqpuC7qim+kNcqBiaw5otHVdNxJFXTcWRVU+h5WavAxFRN
+      cache-control:
-        8ahqOo6haorlqppCV8pa0AhZ1XTgIWiHomo6xPavRxjYNW48VGNHDKqxeFSNBS9VY2FJqi4IoqVT
+      - private
-        j001Fo+qsSN21Vh4t6YLSlE1dqSkGktli9ohq8ZC6JsuCPZD54u3FwPwqGo6cmi6ipxVTUcuqqZg
+      content-type:
-        iqopHlVNaRJ0FeVQNR0lqJqOElVN6ZuUAfAAuopSVU1hflVNIWSqppReZUCBbKxxa1SNHTWpxo6a
+      - text/plain;charset=utf-8
-        VWPhxFVj8Th0QVBfnToXujog/lQGgBXKgBYPXRBcuk4dDlmnDneqDIAzVAZgsrogWH6deg+qvKCd
+      date:
-        Ki8kUpV3wOLpgmAVdOpQb51676q8cMyqvFhY0AVBYnQVI6m7BcXU3UJ1s7IF9FO2YGBdBdzFXAUn
+      - Mon, 08 Jan 2024 12:08:37 GMT
-        tdwtHkOebMEjTFtej3D+2qG0ph1g2rRDT3UNFo5RViuEaE4dj7F27QDTtgaDHQ1rMPmgPvaqHWCO
+      server:
-        tAMkYo0bYdrWuDEdOt8I06YdcmvaATK3xo2wcmvcSAuhj0Onno4eV4dEI7IeYeXWuAifdb6Jhnk9
+      - ATS
-        wrStwVZq8wZB94/IIz4xHn/77sd3bxGDyy8v3oO/3X94/MzM47giLpN4mxnSrQtC4pdZnfvn1G79
+      x-envoy-decorator-operation:
-        b12+MGh/9/EtEqPnxyf53n99fmQfpH5/ePf9H/CAtEfyEsQpR0IYUC9oETMOSgbGmuFS03UgFKIM
+      - finance-yql--mtls-default-production-gq1.finance-k8s.svc.yahoo.local:4080/*
-        RVixlC61XAPfgm+A3UNkeqn1emSOA6MJr5Qy++SMl6BrjDXCYJ9Y+JOuBHIK+wxHjZ7tKtFZzHQa
+      x-envoy-upstream-service-time:
-        lX3aNTURSWg6rFOTFvMWRuMcYoCspSNLH4jFYPyG8KnKwI3DwDvCjsKDscUurl0zJThEhjAIaS61
+      - '1'
-        X4WtrwbuVwmbbq/xLUu2dqWNglJictDhyrfE3TEVoeUB2QZIcl7ocPPpV9i0QcuGWBad5C3z9XEV
+      x-frame-options:
-        dxVgouGhBhskC3pF/X6NHAa6kxqNLvscVHNliAx8GjdIn3gmWL9SM46UmIEkWZX5drtSYV4vE/yM
+      - SAMEORIGIN
-        lnvRMALywskgasuIewMbRLdfPlQ38pOyecfyrjladfshzJd06Iw3YCBlmOHYOyU1hTPFKlZ2Xmu9
+    status:
-        FiMsxbEd9DBfbE5/ILv9zPa+aWnVCWY/cxki/xclobkZdkt8iMa5SzswHdIaYT8iszrYYhiPln4m
+      code: 200
-        GPucpAUNRk0aMZmTbPClcFIuvhVO9Grh+lqYIR1oMSqJlnJiPbtk23BWNraYhe/7nOSbs+knCUJL
+      message: OK
-        q69tUYuuS7SsQss4izxajNlDi1+UWXeyBowDHyc2RCtKfMmwIRlzioaz6rPH2eizhdNriKzLSK2w
+- request:
-        xdgztPTj3CfbgbMTtgRhO9McSyiysrPuoqehfHLsSlCJ1+IuXc5cz+6lYgwJusy5H2cLLus7t2RH
+    body: null
-        p2wNNj9o6AQHemZatV4RLZYqxSpcsUYMLcZkoSUYZcrG7LOLEd/dwMaqYX7G7qMlGN0u0O2TdSSl
+    headers:
-        DfdBivN0slt4dobFf6o5PrhAozVr4pvz9WwxHIb3P3v2xkjjLOUu9tiPfLZQ3fg8NMTjvE5n4Dmb
+      Accept:
-        s+Q0ZxHgt6T57GLYHC3DLDOq1dZqvRCl0MmlZU8xPgcN8ay42RE1W5XITv2Low8+FE9RwnYyVnSh
+      - '*/*'
-        JUZWoGzpbIt38mRo02zIh2GsZdnSb9i37Keqcw02PmKDkVOEOueICS1Nhje0d5GO75Kdm87XacwN
+      Accept-Encoding:
-        75NTBRhgw5Jk3Vre+CPTJTkjunNI3rQtSQqW4V4ErGK5nIZ9zByKjfY2LdnGoJv5JBvccr3OaVvp
+      - gzip, deflate, br
-        2oUQlh/BGaLo1h6dvffUztdkzFdx9C+bPs1RtVu5tT4VKmKcBFqMDjenNM1FGhv7arx6d9aiu1i4
+      Connection:
-        uyV0pwv9WoxtRR9D5O7s/8bc24Gb85e7CRa7KmtiuvNhWJWxnMP5h2HFqx9OdIa1ruiT3Vtn48+d
+      - keep-alive
-        2dOM0WBMhIxy4m93GUi3+UYPViL5aWKCAt5wQ+/N5e67uQdMNOQgAGKBBVgetoTUUkQiEiqzPIM1
+      Cookie:
-        FIcabAGQM4XRUh30YWSf6alBDapLH+HRXCJ4SDp8zt49jNIc3rDDPyx0sINsPP5hNFSyypMpqk6T
+      - MOCK_COOKIE
-        iC+cDQ/fSqcIRNJesyyPUpzN/hb+sGDHDv6wEMmOFpZe1SXqzeZF1dm46sJ76XN+q9jgwYMiO+zM
+    method: GET
-        mLTqQhmicmahLkhCixUel0psIBlr3TdQB6LOc4zJPo4Tll7Nr9yuyqMhziVU5zaqM4QeKSMcYmKa
+    uri: https://query2.finance.yahoo.com/v8/finance/chart/SPY?crumb=MOCK_CRUMB&interval=1d&range=1d
-        wxn8w2Yth0uZDuehvuolm7QE5yWCC1+DC+2DC2iDcwq7cUx+HTaojwdIbAgUXVC4w0N8eHPIDIyL
+  response:
-        Dhb2Q8d+NhpsMc42XmXE7hAW62CjI8uuj/WeO5TBMDs5XCu5IMbHtNFxOzoW7MbxUJKNFZMLbLJb
+    body:
-        FoL8swHcRLPJBQXJwV/J5n/ZgQXZilq5zlzIOB/BEGzsbmOivMEZbFDkUZ+ZLZQNamHTk+LTYmsi
+      string: '{"chart":{"result":[{"meta":{"currency":"USD","symbol":"SPY","exchangeName":"PCX","instrumentType":"ETF","firstTradeDate":728317800,"regularMarketTime":1704488400,"gmtoffset":-18000,"timezone":"EST","exchangeTimezoneName":"America/New_York","regularMarketPrice":467.92,"chartPreviousClose":467.28,"priceHint":2,"currentTradingPeriod":{"pre":{"timezone":"EST","end":1704724200,"start":1704704400,"gmtoffset":-18000},"regular":{"timezone":"EST","end":1704747600,"start":1704724200,"gmtoffset":-18000},"post":{"timezone":"EST","end":1704762000,"start":1704747600,"gmtoffset":-18000}},"dataGranularity":"1d","range":"1d","validRanges":["1d","5d","1mo","3mo","6mo","1y","2y","5y","10y","ytd","max"]},"timestamp":[1704465000],"indicators":{"quote":[{"high":[470.44000244140625],"low":[466.42999267578125],"close":[467.9200134277344],"volume":[86060800],"open":[467.489990234375]}],"adjclose":[{"adjclose":[467.9200134277344]}]}}],"error":null}}'
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+        fHp59YuPX9+///nn/wMaQCp5c3AAAA==
+    headers:
+      Age:
+      - '1'
+      Connection:
+      - keep-alive
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Referrer-Policy:
+      - no-referrer-when-downgrade
+      Strict-Transport-Security:
+      - max-age=31536000
       Transfer-Encoding:
       - chunked
       X-Content-Type-Options:
@@ -166,15 +285,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:21 GMT
+      - Mon, 08 Jan 2024 12:08:39 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-chart-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-chart-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '34'
+      - '36'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_income_statement_fetcher.yaml

@@ -5,7 +5,7 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -15,59 +15,59 @@ interactions:
   response:
     body:
       string: !!binary |
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-        1Vb26tVWC8Gxq60WgKNXWy0EJ7ahusjyJdjGTwOchruJgLc9PyQCAnJTws1EQDBH+PO27YcYHEue
+        W431u9VW9urVVgPBsautBoCjV1sNBCeWUF2k2RrWxpcB1oW7QsBZzg9CgIM2JYEuBDizhD9naT/E
-        mLIig9gSdxcIxESAURF3QbBeK4GYCMSECh6ZiUBM9hdYXDm1xPO1q1EOBMcWz9euRjkQnJh4Tt5d
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-        fkHh4cqQSUESe2tC9awsORAcvbLkwHD0ypIDw8lVlj6X1SLNs3/VDFMdu0a7eyL52iV7G8GRS/Y2
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-        gGOX7G0EJyaS21L65OFOFTUONS2jHfEMvZU9GeRvBjNYHMjIFg0bARY1QSDiWM+kOGByyLeNAIub
+        E8GRS/YmgGOX7E0EJ0bNXSl99ngv8wqHmsainUjuOyt7MtBvGjNY5InQjGAmAixqQrSKIlVJBYDJ
-        IiCM68wQJGAO4bQRYHFTBDw2sknBg1js107CbOsbBruc9Fb2pCCXggi9fxzxQNiC6cCAxUoWSMjx
+        oiVMBFjc5B5hgcoMTjxmieImAixuci+INDXJAy/i49pJmG19bcEuJ52VPSm4S0642j8OA4+bDtOC
-        9XDKJGT4Vr3RhQGLlyyAiE5jHQPotr3VcWHAYiZciwBBPxcsZpv0amDJs1ZpNf0xLmYXQKi8vFuo
+        AYuVzBOg8VVtxwQofKPeaMOAxUvmgbykkYoB/LaZ6tgwYDET7kWAoF4LFrFW6w8seVYyKeffp/ni
-        Aqdd/4zpDl+Fx915DNtzfS8Yw37dPks2AsTJk8QoDlASJI7rxUaAN3ciqdBTHApJeK81wJs6SRKi
+        AgiVFfcrmeO0659ZusNX7jA7jyA9V3PBCPJ18yqZCBAnT2KtOECJF1vuFxMB3tyJoFyVOBQywl57
-        qzhNNmswiKf4s1F/mogKibeyZu+JKAeGo09EOTAcfSLKgeHkJqKuK/iPD4ibIsNgRzGZtw1R2z5M
+        gDd1EsdE9eI0bvdgEE/xZ6P+NBHlE2dlzd4TURYMR5+IsmA4+kSUBcPJTURdl/A/PiImRdqCHY/J
-        dLWQkIs7cj4bAeKWPaGhsV0Ok4A6NNPGgLllJ+2myNiyOxpFDgyIW3YWMWlgYPu0NJ8G4fbdFm0Z
+        nCVETfswVr2FAC1u0XwmAsT6UUx9rXbjxx61+EwTA2b9iDRJkVY/sjSKLBgQ60csZELDwMa0NJ8G
-        2TXUEUwR+Us744hNku0VCi9tjbDd42mlhE2I5l46JMp2jyeTCSO6+4Tt2335fDm+T7O8Kc/LBXrL
+        4camRTtGdhfqOEweupOdUchm8e4OhbemjzDN4/lKAUmIYl5YXJRpHs9Nxoyo5mM2tvvy+XL6kKRZ
-        8CUfnYEh+to3aTgQHLeo4wBw5KKOA8GJFXW+pA/XVXmf1VhTGIbBTljl3mYvYDXi3SWcuNjg8I4X
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-        UrmgRkuMOzqULgR4ATUxBoSSTe35Jf94wVSCJnTmpPYPpeus7HNZbMuDh0dVh81OgI280RPyCqkF
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-        2PalHeFs93gBNuZmfLdrfA73eAE2pkZ8j4cH2G2DF/7MlzM4e3Amp2XRVGWer8a712cZeTrnRW+d
+        iHcbIZFnMF601qmXB69eLzcRHLlebgI4dr3cRHBirvWJPluOAbV2te7DJaJlzY5aDJ35WhDJQlGL
-        Tgp/9U6KjeDInRQbwLE7KTaCEwu6u35c2y++GCM3+TZGu/mgt6p1FESM6zW4KHJ1ERwI8AJwe5KN
+        zVtTrpnm8dRiFOhi1SxYW8zjqcWIamI1Gq4W9/24ZnjhYorc5GsX7epBZ1Xr0AtZoNbgwtDWRbAg
-        /SQNA2qHYAcGvBDMQsGNFjALA9FrHfDCMBUxNZbhqXQ/fKJ8cn2LN0feGusMjYXeNigsYLuiPRxb
+        wAvAze2v5ZPU96gZgi0Y8EIw83mgzSMw3+O99gEvDFMeUW0bnkr3wyfKZ9e3eHPkzWKdoTHfWYLC
-        A1K2aywmCkiEtgoNxz1cYxFQBmR7F4Nc30bwkmss3oE7qbmWQ/n2oSrrGrYN8wynL6Lb6yR5/iI0
+        PLYv2sNrY0DKNI3FRA5CaBe74XUP01gEFB7ZnWIQ22MEL5nG4h2YE4ppMZRvH8qiqiBtWKY4fRF1
-        CUKeCKOgFPIgcWR6/mJ0O+scm0Ut4U73/IVpEkRhZKpQFAaRo/TtL1C3LQDC404LgAxvLF81P1Sl
+        vU5cdKfdiOcHMdcKSn7gxZbg6E69NbPOkV7U4vYI6U7AES/0Q90Lhb4XWkrf7iRc0wIgQdRpAZDh
-        bxrWeeGmRIeTbb7ko3snGPXF4DiA9Cp+WjHItSC5+WTfDGX5x9uniHjnH0JZT/9YzH0DwYLvALxh
+        jeWr+rssVZ21VV5tiQ4nD3nJRvckGHXF4MgD4R097RiocJC9n8zDUIZ9PGnHo719CGU97WMx9w0E
-        jPdEgMXbNxAzhIZASLFBMIi1t2q1TfmgCmBUPi5m49kiK7K6qfBut3nJR7cJ7W0KkrTtT2lWPxLH
+        i2AP4A1jQU8EWLx9AzGDKwi44C2CQay9lZsE9oPMgVHZNF9MF6s0T6u6xDtu85KNbhPa2Uguadqf
-        uIKNALMJHbFOE9oxSmQjwNtiizAx2uDC2VayEeA1+njC9FEAyvcppK+00NA/PIk1zXb4Sbx1V3qp
+        Qq9+xJZxBRMBZhM6ZJ0mtGWUyESAl5VwP9ba4NzaVjIR4DX6gpipowA0GFNI3/hCzf/huVh92Q4/
-        qsP/UVXV4f/IqupAcGKq2onPuPOP7kZ0+Oqz4zaC48+O2xiOPztuYzi92XH3w1va4bCsnq5fq9n2
+        ibPuSi+varF/VK9qsX9kr2pBcGJetROfcecf7Y1o/9UPMpgIjn+QwcRw/IMMJobTPcigP7ylGQ5L
-        WS4+HxjzrM9OvdQfv/vWS/3xu2e91B+5+9ZL/VEbq17akkzv4uzfDbJNdW8Y89YEAm3T0oAkdAVB
+        q/n2vVzsnuXi8oExz9rsVNLd8btvJd0dv3tW0t2Ru28l3R21sQ5FNCRTC9/jC+jmUt1jOs7q5uDb
-        h3s8uU20NIAkzjTA4R8tDWjvhteCMAnlQUEYc1DRMtpNDr1tuftPfPvbdvef+Pa39e4/8e1v8402
+        FBkQ+7YgaDGP525jRQaQ2CoDLPbRZEBzGl4JwsQXBwVhzEFFY9GuOHSWcvef+HaXdvef+HaXevef
-        8Y3Y1XH2ckjy2r0cB4Kj93IcGI7ey3FgOLVeDlbk/GPYJJG37XOf2QmH+2POTjjcn9LsxOpeJtSK
+        +HaXfKNNfCN2day9HBK/di/HguDovRwLhqP3ciwYTq2XgxU5/xg2Segsfe7TbraYP2a72WL+lNrN
-        tWmxQwXpra9HYcdIqTFMDjtGlzTYGBCrKTKWeqCiQroGZh0Y8EgR8TghnaTBdeugjQGv3ifjpH3Y
+        m7NMqBVrfcUOFYSzvh6FjJFSbZgcMkabazAxIFZTRCTUQEW5sA3MWjDgkSIMoph0RIPt6KCJAa/e
-        0A6DjDc3OBwyPo079OUy2kn4fdK1x1i1T6b2GKv2SVK0sWqsSQTNXHcWwVsdAhLIeBe7aGx35b0V
+        J6K4edjQHoOI2gMOh4xP487J2BbtCH6XdO0xVu2SqT3Gql2S9PCxasjW9L6YGoIOnrfvtXp3rMph
-        IEQgtxdne9zDNeIswtZ1e9zDNeIsAtNcsz2KDWYvVk97Dr7Ho5f17lyqx9ZEj5KEv9yqX0nCX3KF
+        mbhHeuguzvVLD90FOqT0sB2Sx5pdUZbrTq84q1xByhHt1Q6NzDkOZyUr7omdO29e9zCNOL2yM928
-        VJLYzru/L6uLcvmtmS/z8XRaLovVOOrAcfyPZV2fp1X1OC+rn2k1MzRwvynDvU3cKljNrMlUPV7A
+        7mEacXqFKabZyG7rNF98Ssp/pP6IhCEL/V2mtbxaLgd+bfug46bD9T7Nk3wum3OXA9f4kKT5VX6b
-        +mX/PhWOBxlJ87T97ZNxMfs7/a6GLolRYXasz0Bzk7Qq4MKrW2uT/y21B5mDo6s5OBhocNVa/JAW
+        ZGD/VsLmpfXPgUts5rym83mxbqq+d+ffk/xu6A6oT27c+uHbGq53e2B6cCPx9r5ZLAMo5d1G+o7F
-        szEakqGkabNx/WcwJg+bqeUPZTn7meX5QIMX2X02U8XsWlWr570N/LjOlas5fKm0+J59y1W9Po+3
+        0rS3V0Cd9N8W2mHgbuArsOTHJG+mzt/LwdhuwKuV63kN12lLPAl/YJlP5/9bp1XaVvfHjaRqHnTQ
-        DVzIm1vgB5ldP4FuRWaw/LR8A63cgGNg4kc4YfDp92p/Pu4aHN2f4xli7m+4vtTVfL4P67oPTxnq
+        bbDd7PaxhqO2fMPkzo+FDDsk2p48eV+UF8X6W71cZy0jhy41S8oc9rZq+hoz2NX9A+9BNlwtvySP
-        ez2Z+dBUaVnBaqTV41CiaA9a1c86vJ+r9uCwM75d6kMwXldqriAkzFY3yz1Re+hSHaB/N5vYg6DH
+        Q+m03dd9W6T7Iz7DXM7mFk1lpdJy6D1vHd14kOOc1/MbdigJZo/t8YwPRbH4kWbZwAWfbUuNpvrG
-        T89iXAcXOPHnP+DaGnp9Prk/YFHdUz/3Wn407MkDz/QNDwhcq+EkMPcprf5R5lOLBl8iz/zq1qAF
+        uazzhSyvS7mUEGkWm6N4F+lDupD5YrinyeThLu9ydZ+kZfPFq+V5cp/CNk6rSg6m/gGUgkuVVhJu
-        S7PiqoBQCNf6JqoOvtjWi4EAxhFFtYnvwctzIB0hWmW1AkyD9WtHj00Qzoq6/WKDDVkRdB81vr1r
+        jsG3/q6ROHsEGhYlXO+kHBqCNJet/BVIG/z0KMzDYlzj/Ntb7HZ9D8AaJMlQUnd/hmPofm+i9TM/
-        pTCHNaiGZzkrC/uswQ3kC9Vy2gCj1nxX4L0qxlPIKOpsD7la/2xGC+c9KEMxVe1TPPb5Nstipiq3
+        Jzb4VhhzwVXF8W5dpbmsDlni+no2OuQp4+5j75OrJVwIIEP6LZPVYSxrn7S6IRus/ORXx1yXDyAw
-        +h6soHvSVb8K3y3rrFD1npzDCf7d39IZDEaPv6DFWpC6PDT2HrrWz4r6IVKDs+xI6cnTFzlQfHRS
+        pkO9SF6ty0ZFgrM8z5J0cBDee9UWQ5pXH4uqGsyQzWXBiZctJgS+P/11B3ipmzYLQdBc9vAzXE12
-        Xl9PBn76cnGXZlWL/mp+nt5lcPGOAcRgKm3Ua/NQ8r00TGfjYSvbJumbeH27vIOT1dpIh25jLot6
+        AY28I7RpEHAKzWU/T8ry57IofyTl0LgId3bS/GoiMPHvZISAb7fjGhKB5rHFY+h3yHXe7QYOh5+u
-        WbUKBgQ8z9NsLevw30CQymr0tljm+e/f/wdh6CEen3MAAA==
+        yYF31ebr3cfuDRbq5rUdzWHLWiPp96zQU9eDb8EdU5STt/k6y37//j+qG096n3MAAA==
     headers:
       Age:
       - '0'
@@ -92,15 +92,15 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:37:21 GMT
+      - Mon, 08 Jan 2024 11:44:18 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-company-fundamentals-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-company-fundamentals-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
-      - '37'
+      - '40'
     status:
       code: 200
       message: OK

openbb_platform/providers/yfinance/tests/record/http/test_yfinance_fetchers/test_y_finance_market_indices_fetcher.yaml

@@ -5,7 +5,105 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
+      Connection:
+      - keep-alive
+    method: GET
+    uri: https://fc.yahoo.com/
+  response:
+    body:
+      string: "<!DOCTYPE html>\n<html lang=\"en-us\">\n  <head>\n    <meta http-equiv=\"content-type\"
+        content=\"text/html; charset=UTF-8\">\n    <meta charset=\"utf-8\">\n    <title>Yahoo</title>\n
+        \   <meta name=\"viewport\" content=\"width=device-width,initial-scale=1,minimal-ui\">\n
+        \   <meta http-equiv=\"X-UA-Compatible\" content=\"IE=edge,chrome=1\">\n    <style>\n
+        \     html {\n          height: 100%;\n      }\n      body {\n          background:
+        #fafafc url(https://s.yimg.com/nn/img/sad-panda-201402200631.png) 50% 50%;\n
+        \         background-size: cover;\n          height: 100%;\n          text-align:
+        center;\n          font: 300 18px \"helvetica neue\", helvetica, verdana,
+        tahoma, arial, sans-serif;\n          margin: 0;\n      }\n      table {\n
+        \         height: 100%;\n          width: 100%;\n          table-layout: fixed;\n
+        \         border-collapse: collapse;\n          border-spacing: 0;\n          border:
+        none;\n      }\n      h1 {\n          font-size: 42px;\n          font-weight:
+        400;\n          color: #400090;\n      }\n      p {\n          color: #1A1A1A;\n
+        \     }\n      #message-1 {\n          font-weight: bold;\n          margin:
+        0;\n      }\n      #message-2 {\n          display: inline-block;\n          *display:
+        inline;\n          zoom: 1;\n          max-width: 17em;\n          _width:
+        17em;\n      }\n      </style>\n      <script>\n      \n      </script>\n
+        \ </head>\n  <body>\n  <!-- status code : 502 -->\n  <!-- Could Not Connect
+        -->\n  <!-- host machine: e7.ycpi.swb.yahoo.com -->\n  <!-- timestamp: 1704714197.766
+        -->\n  <!-- url: https://fc.yahoo.com/-->\n  <script type=\"text/javascript\">\n
+        \   function buildUrl(url, parameters){\n      var qs = [];\n      for(var
+        key in parameters) {\n        var value = parameters[key];\n        qs.push(encodeURIComponent(key)
+        + \"=\" + encodeURIComponent(value));\n      }\n      url = url + \"?\" +
+        qs.join('&');\n      return url;\n    }\n\n    function generateBRBMarkup(site)
+        {\n      params.source = 'brb';\n      generateBeaconMarkup(params);\n      var
+        englishHeader = 'Will be right back...';\n      var englishMessage1 = 'Thank
+        you for your patience.';\n      var englishMessage2 = 'Our engineers are working
+        quickly to resolve the issue.';\n      var defaultLogoStyle = '';\n      var
+        siteDataMap = {\n        'default': {\n          logo: 'https://s.yimg.com/rz/p/yahoo_frontpage_en-US_s_f_p_205x58_frontpage.png',\n
+        \         logoAlt: 'Yahoo Logo',\n          logoStyle: defaultLogoStyle,\n
+        \         header: englishHeader,\n          message1: englishMessage1,\n          message2:
+        englishMessage2\n        }\n      };\n\n      var siteDetails = siteDataMap['default'];\n\n
+        \     document.write('<table><tbody><tr><td>');\n      document.write('<div
+        id=\"content\">');\n      document.write('<img src=\"' + siteDetails['logo']
+        + '\" alt=\"' + siteDetails['logoAlt'] + '\" style=\"' + siteDetails['logoStyle']
+        + '\">');\n      document.write('<h1 style=\"margin-top:20px;\">' + siteDetails['header']
+        + '</h1>');\n      document.write('<p id=\"message-1\">' + siteDetails['message1']
+        + '</p>');\n      document.write('<p id=\"message-2\">' + siteDetails['message2']
+        + '</p>');\n      document.write('</div>');\n      document.write('</td></tr></tbody></table>');\n
+        \   }\n\n    function generateBeaconMarkup(params) {\n        document.write('<img
+        src=\"' + buildUrl('//geo.yahoo.com/b', params) + '\" style=\"display:none;\"
+        width=\"0px\" height=\"0px\"/>');\n        var beacon = new Image();\n        beacon.src
+        = buildUrl('//bcn.fp.yahoo.com/p', params);\n    }\n\n    var hostname = window.location.hostname;\n
+        \   var device = 'desktop';\n    var ynet = ('-' === '1');\n    var time =
+        new Date().getTime();\n    var params = {\n        s: '1197757129',\n        t:
+        time,\n        err_url: document.URL,\n        err: '502',\n        test:
+        '-',\n        ats_host: 'e7.ycpi.swb.yahoo.com',\n        rid: '-',\n        message:
+        'Could Not Connect'\n    };\n\n    if(ynet) {\n        document.write('<div
+        style=\"height: 5px; background-color: red;\"></div>');\n    }\n    generateBRBMarkup(hostname,
+        params);\n\n  </script>\n  <noscript>\n  <table>\n    <tbody>\n      <tr>\n
+        \       <td>\n          <div id=\"englishContent\">\n            <h1 style=\"margin-top:20px;\">Will
+        be right back...</h1>\n            <p id=\"message-1\">Thank you for your
+        patience.</p>\n            <p id=\"message-2\">Our engineers are working quickly
+        to resolve the issue.</p>\n          </div>\n        </td>\n      </tr>\n
+        \   </tbody>\n  </table>\n  </noscript>\n  </body>\n</html>\n"
+    headers:
+      Cache-Control:
+      - no-store
+      Connection:
+      - keep-alive
+      Content-Language:
+      - en
+      Content-Length:
+      - '4350'
+      Content-Type:
+      - text/html
+      Date:
+      - Mon, 08 Jan 2024 11:43:34 GMT
+      Expect-CT:
+      - max-age=31536000, report-uri="http://csp.yahoo.com/beacon/csp?src=yahoocom-expect-ct-report-only"
+      Server:
+      - ATS
+      Set-Cookie:
+      - A3=d=AQABBNXfm2UCEACtmMeuc8nOjsLoX1hjlwQFEgEBAQExnWWlZdxW0iMA_eMAAA&S=AQAAAqMQ-PrLvICW--J8J9y-wZQ;
+        Expires=Tue, 7 Jan 2025 17:43:34 GMT; Max-Age=31557600; Domain=.yahoo.com;
+        Path=/; SameSite=None; Secure; HttpOnly
+      Strict-Transport-Security:
+      - max-age=31536000
+      X-Content-Type-Options:
+      - nosniff
+      X-XSS-Protection:
+      - 1; mode=block
+    status:
+      code: 502
+      message: Connection timed out
+- request:
+    body: null
+    headers:
+      Accept:
+      - '*/*'
+      Accept-Encoding:
+      - gzip, deflate, br
       Connection:
       - keep-alive
       Cookie:
@@ -14,10 +112,10 @@ interactions:
     uri: https://query1.finance.yahoo.com/v1/test/getcrumb
   response:
     body:
-      string: YchZ2EN.z4k
+      string: ASqh.0tGvoh
     headers:
       Age:
-      - '346'
+      - '0'
       Connection:
       - keep-alive
       Expect-CT:
@@ -37,11 +135,11 @@ interactions:
       content-type:
       - text/plain;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:36:48 GMT
+      - Mon, 08 Jan 2024 11:43:35 GMT
       server:
       - ATS
       x-envoy-decorator-operation:
-      - finance-yql--mtls-default-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-yql--mtls-default-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
       - '1'
       x-frame-options:
@@ -55,7 +153,57 @@ interactions:
       Accept:
       - '*/*'
       Accept-Encoding:
-      - gzip, deflate
+      - gzip, deflate, br
+      Connection:
+      - keep-alive
+      Cookie:
+      - MOCK_COOKIE
+    method: GET
+    uri: https://query2.finance.yahoo.com/v8/finance/chart/%5EGSPC?crumb=MOCK_CRUMB&interval=1d&range=1d
+  response:
+    body:
+      string: '{"chart":{"result":[{"meta":{"currency":"USD","symbol":"^GSPC","exchangeName":"SNP","instrumentType":"INDEX","firstTradeDate":-1325583000,"regularMarketTime":1704491654,"gmtoffset":-18000,"timezone":"EST","exchangeTimezoneName":"America/New_York","regularMarketPrice":4697.24,"chartPreviousClose":4688.68,"priceHint":2,"currentTradingPeriod":{"pre":{"timezone":"EST","start":1704704400,"end":1704724200,"gmtoffset":-18000},"regular":{"timezone":"EST","start":1704724200,"end":1704747600,"gmtoffset":-18000},"post":{"timezone":"EST","start":1704747600,"end":1704762000,"gmtoffset":-18000}},"dataGranularity":"1d","range":"1d","validRanges":["1d","5d","1mo","3mo","6mo","1y","2y","5y","10y","ytd","max"]},"timestamp":[1704465000],"indicators":{"quote":[{"high":[4721.490234375],"close":[4697.240234375],"open":[4690.56982421875],"volume":[3844370000],"low":[4682.10986328125]}],"adjclose":[{"adjclose":[4697.240234375]}]}}],"error":null}}'
+    headers:
+      Age:
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+      Connection:
+      - keep-alive
+      Expect-CT:
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+      Referrer-Policy:
+      - no-referrer-when-downgrade
+      Strict-Transport-Security:
+      - max-age=31536000
+      X-Content-Type-Options:
+      - nosniff
+      X-XSS-Protection:
+      - 1; mode=block
+      cache-control:
+      - public, max-age=10, stale-while-revalidate=20
+      content-length:
+      - '936'
+      content-type:
+      - application/json;charset=utf-8
+      date:
+      - Mon, 08 Jan 2024 11:43:36 GMT
+      server:
+      - ATS
+      vary:
+      - Origin,Accept-Encoding
+      x-envoy-decorator-operation:
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+      x-envoy-upstream-service-time:
+      - '2'
+    status:
+      code: 200
+      message: OK
+- request:
+    body: null
+    headers:
+      Accept:
+      - '*/*'
+      Accept-Encoding:
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       Connection:
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-        d1+8//T27efP/wNY463IqWcAAA==
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+        sS9XYl+uxL5cia0vV2JfrsT+v7oS++W7LxL+Pz49fXx6+NWHz+/effnyvwO1cdbeaAAA
     headers:
       Age:
       - '0'
@@ -209,13 +358,13 @@ interactions:
       content-type:
       - application/json;charset=utf-8
       date:
-      - Tue, 02 Jan 2024 14:36:48 GMT
+      - Mon, 08 Jan 2024 11:43:37 GMT
       server:
       - ATS
       vary:
       - Origin,Accept-Encoding
       x-envoy-decorator-operation:
-      - finance-chart-api--mtls-production-ir2.finance-k8s.svc.yahoo.local:4080/*
+      - finance-chart-api--mtls-production-gq1.finance-k8s.svc.yahoo.local:4080/*
       x-envoy-upstream-service-time:
       - '5'
     status:

openbb_platform/providers/yfinance/tests/test_yfinance_fetchers.py

@@ -26,8 +26,6 @@ from openbb_yfinance.models.undervalued_growth_equities import (
 )
 from openbb_yfinance.models.undervalued_large_caps import YFUndervaluedLargeCapsFetcher
 
-pytest.skip("yf cassettes bug the CI.", allow_module_level=True)
-
 test_credentials = UserService().default_user_settings.credentials.model_dump(
     mode="json"
 )
@@ -101,7 +99,7 @@ def test_y_finance_currency_historical_fetcher(credentials=test_credentials):
 @pytest.mark.record_http
 def test_y_finance_futures_historical_fetcher(credentials=test_credentials):
     params = {
-        "symbol": "ES",
+        "symbol": "ES=F",
         "start_date": date(2023, 1, 1),
         "end_date": date(2023, 1, 10),
     }
@@ -111,6 +109,7 @@ def test_y_finance_futures_historical_fetcher(credentials=test_credentials):
     assert result is None
 
 
+@pytest.mark.skip("Unreliable amount of data while recording test.")
 @pytest.mark.record_http
 def test_y_finance_futures_curve_fetcher(credentials=test_credentials):
     params = {"symbol": "ES"}
@@ -167,7 +166,7 @@ def test_y_finance_available_fetcher(credentials=test_credentials):
 @pytest.mark.record_http
 def test_y_finance_etf_historical_fetcher(credentials=test_credentials):
     params = {
-        "symbol": "IOO",
+        "symbol": "SPY",
         "start_date": date(2023, 1, 1),
         "end_date": date(2023, 6, 6),
     }

website/content/excel/getting-started/installation.md

@@ -9,7 +9,7 @@ keywords:
 
 ## Requirements
 
-The OpenBB Excel Add-in is available on:
+The OpenBB Excel Add-in is available on the following platforms:
 
 - Windows (Microsoft 365)
 - Mac (Microsoft 365)
@@ -17,7 +17,7 @@ The OpenBB Excel Add-in is available on:
 
 ## Installation
 
-The OpenBB Excel Add-in is available on the Microsoft AppSource. It can be installed by an administrator or by individual users.
+The OpenBB Excel Add-in is available on the [Microsoft AppSource](https://appsource.microsoft.com/pt-pt/product/office/wa200006381?tab=overview). It can be installed by an administrator or by individual users.
 
 ### Individual user
 

website/content/excel/index.md

@@ -18,23 +18,12 @@ keywords:
 
 import HeadTitle from '@site/src/components/General/HeadTitle.tsx';
 
-<HeadTitle title="OpenBB Terminal Excel Add-in Docs" />
+<HeadTitle title="OpenBB Excel Add-in Docs" />
 
 OpenBB for Excel opens the gateway to a wealth of standardized financial data sourced from top-tier industry providers such as Polygon.io, Financial Modeling Prep, Benzinga, Intrinio, the Federal Reserve Bank of St. Louis, Trading Economics, and Ultima Insights, among others.
 
 Data standardization is at the core of OpenBB for Excel, offering you a consistent and reliable dataset from a diverse range of asset classes, from equity, fixed income, and cryptocurrency to macroeconomics. This seamless fetch of data means you can readily compare across providers and update it instantly, ensuring accuracy and saving you valuable time.
 
-<div style={{position: 'relative', paddingBottom: '56.25%', height: '0', overflow: 'hidden', maxWidth: '100%'}}>
-    <iframe
-        style={{position: 'absolute', top: '0', left: '0', width: '100%', height: '100%', display: 'block', margin: '0 auto'}}
-        src="https://www.youtube.com/embed/9EEI4uce5Bs?si=us54nvFmBtfqe4Tz"
-        title="YouTube video player"
-        frameBorder="0"
-        allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share"
-        allowFullScreen>
-    </iframe>
-</div>
-
 ---
 
 - **Features**

website/content/excel/reference/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "Reference",
-  "position": 5
-}

website/content/excel/reference/hist.md

@@ -1,30 +0,0 @@
-<!-- markdownlint-disable MD041 -->
-
-Get historical data by providing stock symbol and field tag. See tag options at: https://data.intrinio.com/data-tags.
-
-## Syntax
-
-```excel wordwrap
-=OBB.HIST(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for, e.g. 'AAPL'. | False |
-| tag | Text | Field tag to get data for, e.g. 'EBITDA'. See options at: https://data.intrinio.com/data-tags. | False |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format, defaults to 5 years ago. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format, defaults to today. | True |
-| frequency | Text | The frequency of the data, can be 'yearly' or 'quarterly', defaults to 'yearly'. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| value | The value of the data.  |

website/content/excel/reference/index.mdx

@@ -1,23 +0,0 @@
-# reference
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="last"
-    description="Get latest data point by providing stock symbol and tag. See tag options at:..."
-    url="reference/last"
-    command
-/><ReferenceCard
-    title="hist"
-    description="Get historical data by providing stock symbol and field tag. See tag options at:..."
-    url="reference/hist"
-    command
-/><ReferenceCard
-    title="Library"
-    description=""
-    url="reference/library"
-    command
-/>
-</ul>
-

website/content/excel/reference/last.md

@@ -1,26 +0,0 @@
-<!-- markdownlint-disable MD041 -->
-
-Get latest data point by providing stock symbol and tag. See tag options at: https://data.intrinio.com/data-tags.
-
-## Syntax
-
-```excel wordwrap
-=OBB.LAST(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for, e.g. 'AAPL'. | False |
-| tag | Text | Field tag to get data for, e.g. 'EBITDA'. See options at: https://data.intrinio.com/data-tags. | False |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| value | The value of the data.  |

website/content/excel/reference/library/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "Library",
-  "position": 1
-}

website/content/excel/reference/library/crypto/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "crypto",
-  "position": 1
-}

website/content/excel/reference/library/crypto/index.mdx

@@ -1,23 +0,0 @@
-# crypto
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Menus
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="price"
-    description="historical"
-    url="crypto/price"
-/>
-</ul>
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="search"
-    description="Cryptocurrency Search. Search available cryptocurrency pairs."
-    url="crypto/search"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/crypto/price/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "price",
-  "position": 1
-}

website/content/excel/reference/library/crypto/price/historical.md

@@ -1,77 +0,0 @@
----
-title: historical
-description: Learn how to use the `obb.equity.price.historical` function to load historical
-  price data for a specific stock ticker. Find out about the available parameters
-  and providers, as well as the structure of the returned data and the columns it
-  contains.
-keywords: 
-- equity historical price
-- load stock data
-- specific ticker
-- python function
-- equity data parameters
-- alpha vantage provider
-- fmp provider
-- intrinio provider
-- polygon provider
-- yfinance provider
-- equity historical data returns
-- equity data columns
-- alpha vantage data columns
-- cboe data columns
-- fmp data columns
-- intrinio data columns
-- polygon data columns
-- yfinance data columns
----
-
-<!-- markdownlint-disable MD041 -->
-
-Cryptocurrency Historical Price. Cryptocurrency historical price data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.CRYPTO.PRICE.HISTORICAL(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. Can use CURR1-CURR2 or CURR1CURR2 format. | False |
-| provider | Text | Options: fmp, polygon, tiingo | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| timeseries | Number | Number of days to look back. (provider: fmp) | True |
-| interval | Text | Data granularity. (provider: fmp, tiingo) | True |
-| multiplier | Number | Multiplier of the timespan. (provider: polygon) | True |
-| timespan | Text | Timespan of the data. (provider: polygon) | True |
-| sort | Text | Sort order of the data. (provider: polygon) | True |
-| limit | Number | The number of data entries to return. (provider: polygon) | True |
-| adjusted | Boolean | Whether the data is adjusted. (provider: polygon) | True |
-| exchanges | Any | To limit the query to a subset of exchanges e.g. ['POLONIEX', 'GDAX'] (provider: tiingo) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| open | The open price.  |
-| high | The high price.  |
-| low | The low price.  |
-| close | The close price.  |
-| volume | The trading volume.  |
-| vwap | Volume Weighted Average Price over the period.  |
-| adj_close | Adjusted Close Price of the symbol. (provider: fmp) |
-| unadjusted_volume | Unadjusted volume of the symbol. (provider: fmp) |
-| change | Change in the price of the symbol from the previous day. (provider: fmp) |
-| change_percent | Change % in the price of the symbol. (provider: fmp) |
-| label | Human readable format of the date. (provider: fmp) |
-| change_over_time | Change % in the price of the symbol over a period of time. (provider: fmp) |
-| transactions | Number of transactions for the symbol in the time period. (provider: polygon);     Number of trades. (provider: tiingo) |
-| volume_notional | The last size done for the asset on the specific date in the quote currency. The volume of the asset on the specific date in the quote currency. (provider: tiingo) |

website/content/excel/reference/library/crypto/price/index.mdx

@@ -1,14 +0,0 @@
-# price
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="historical"
-    description="Cryptocurrency Historical Price. Cryptocurrency historical price data."
-    url="price/historical"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/crypto/search.md

@@ -1,54 +0,0 @@
----
-title: search
-description: The documentation page provides information on how to perform a cryptocurrency
-  search, including the search query and provider parameters, as well as the resulting
-  crypto search data such as symbol, name, currency, and exchange information.
-keywords: 
-- cryptocurrency search
-- available cryptocurrency pairs
-- python obb crypto search
-- search query parameter
-- provider parameter
-- crypto search results
-- crypto search provider
-- crypto search warnings
-- crypto search chart
-- crypto search metadata
-- crypto data
-- symbol
-- crypto name
-- crypto currency
-- crypto exchange
-- crypto exchange name
----
-
-<!-- markdownlint-disable MD041 -->
-
-Cryptocurrency Search. Search available cryptocurrency pairs.
-
-## Syntax
-
-```excel wordwrap
-=OBB.CRYPTO.SEARCH(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp | True |
-| query | Text | Search query. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data. (Crypto)  |
-| name | Name of the crypto.  |
-| currency | The currency the crypto trades for. (provider: fmp) |
-| exchange | The exchange code the crypto trades on. (provider: fmp) |
-| exchange_name | The short name of the exchange the crypto trades on. (provider: fmp) |

website/content/excel/reference/library/currency/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "currency",
-  "position": 9
-}

website/content/excel/reference/library/currency/index.mdx

@@ -1,23 +0,0 @@
-# currency
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Menus
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="price"
-    description="historical"
-    url="currency/price"
-/>
-</ul>
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="search"
-    description="Currency Search. Search available currency pairs."
-    url="currency/search"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/currency/price/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "price",
-  "position": 1
-}

website/content/excel/reference/library/currency/price/historical.md

@@ -1,74 +0,0 @@
----
-title: historical
-description: Learn how to use the `obb.equity.price.historical` function to load historical
-  price data for a specific stock ticker. Find out about the available parameters
-  and providers, as well as the structure of the returned data and the columns it
-  contains.
-keywords: 
-- equity historical price
-- load stock data
-- specific ticker
-- python function
-- equity data parameters
-- alpha vantage provider
-- fmp provider
-- intrinio provider
-- polygon provider
-- yfinance provider
-- equity historical data returns
-- equity data columns
-- alpha vantage data columns
-- cboe data columns
-- fmp data columns
-- intrinio data columns
-- polygon data columns
-- yfinance data columns
----
-
-<!-- markdownlint-disable MD041 -->
-
-Currency Historical Price. Currency historical data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.CURRENCY.PRICE.HISTORICAL(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. Can use CURR1-CURR2 or CURR1CURR2 format. | False |
-| provider | Text | Options: fmp, polygon, tiingo | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| interval | Text | Data granularity. (provider: fmp, tiingo) | True |
-| multiplier | Number | Multiplier of the timespan. (provider: polygon) | True |
-| timespan | Text | Timespan of the data. (provider: polygon) | True |
-| sort | Text | Sort order of the data. (provider: polygon) | True |
-| limit | Number | The number of data entries to return. (provider: polygon) | True |
-| adjusted | Boolean | Whether the data is adjusted. (provider: polygon) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| open | The open price.  |
-| high | The high price.  |
-| low | The low price.  |
-| close | The close price.  |
-| volume | The trading volume.  |
-| vwap | Volume Weighted Average Price over the period.  |
-| adj_close | Adjusted Close Price of the symbol. (provider: fmp) |
-| unadjusted_volume | Unadjusted volume of the symbol. (provider: fmp) |
-| change | Change in the price of the symbol from the previous day. (provider: fmp) |
-| change_percent | Change % in the price of the symbol. (provider: fmp) |
-| label | Human readable format of the date. (provider: fmp) |
-| change_over_time | Change % in the price of the symbol over a period of time. (provider: fmp) |
-| transactions | Number of transactions for the symbol in the time period. (provider: polygon) |

website/content/excel/reference/library/currency/price/index.mdx

@@ -1,14 +0,0 @@
-# price
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="historical"
-    description="Currency Historical Price. Currency historical data."
-    url="price/historical"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/currency/search.md

@@ -1,91 +0,0 @@
----
-title: search
-description: Learn how to search for available currency pairs using the `obb.currency.search`
-  function, and retrieve a list of results, including provider name, warnings, chart,
-  and metadata. Explore the various parameters such as provider, symbol, date, search
-  terms, active tickers, order data, sort field, and limit. Dive into the details
-  of the returned data, including name, symbol, currency, stock exchange, exchange
-  short name, code, base currency, quote currency, market, locale, currency symbol,
-  currency name, base currency symbol, base currency name, last updated timestamp
-  in UTC, and delisted timestamp in UTC.
-keywords: 
-- currency search
-- available currency pairs
-- obb.currency.search
-- provider
-- symbol
-- date
-- search terms
-- active tickers
-- order data
-- sort field
-- limit
-- results
-- warnings
-- chart
-- metadata
-- name
-- symbol
-- currency
-- stock exchange
-- exchange short name
-- code
-- base currency
-- quote currency
-- market
-- locale
-- currency symbol
-- currency name
-- base currency symbol
-- base currency name
-- last updated utc
-- delisted utc
----
-
-<!-- markdownlint-disable MD041 -->
-
-Currency Search. Search available currency pairs.
-
-## Syntax
-
-```excel wordwrap
-=OBB.CURRENCY.SEARCH(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp, intrinio, polygon | True |
-| symbol | Text | Symbol of the pair to search. (provider: polygon) | True |
-| date | Text | A specific date to get data for. (provider: polygon) | True |
-| search | Text | Search for terms within the ticker and/or company name. (provider: polygon) | True |
-| active | Boolean | Specify if the tickers returned should be actively traded on the queried date. (provider: polygon) | True |
-| order | Text | Order data by ascending or descending. (provider: polygon) | True |
-| sort | Text | Sort field used for ordering. (provider: polygon) | True |
-| limit | Number | The number of data entries to return. (provider: polygon) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| name | Name of the currency pair.  |
-| symbol | Symbol of the currency pair. (provider: fmp) |
-| currency | Base currency of the currency pair. (provider: fmp) |
-| stock_exchange | Stock exchange of the currency pair. (provider: fmp) |
-| exchange_short_name | Short name of the stock exchange of the currency pair. (provider: fmp) |
-| code | Code of the currency pair. (provider: intrinio) |
-| base_currency | ISO 4217 currency code of the base currency. (provider: intrinio) |
-| quote_currency | ISO 4217 currency code of the quote currency. (provider: intrinio) |
-| market | Name of the trading market. Always 'fx'. (provider: polygon) |
-| locale | Locale of the currency pair. (provider: polygon) |
-| currency_symbol | The symbol of the quote currency. (provider: polygon) |
-| currency_name | Name of the quote currency. (provider: polygon) |
-| base_currency_symbol | The symbol of the base currency. (provider: polygon) |
-| base_currency_name | Name of the base currency. (provider: polygon) |
-| last_updated_utc | The last updated timestamp in UTC. (provider: polygon) |
-| delisted_utc | The delisted timestamp in UTC. (provider: polygon) |

website/content/excel/reference/library/derivatives/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "derivatives",
-  "position": 3
-}

website/content/excel/reference/library/derivatives/index.mdx

@@ -1,13 +0,0 @@
-# derivatives
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Menus
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="options"
-    description="unusual, chains"
-    url="derivatives/options"
-/>
-</ul>
-

website/content/excel/reference/library/derivatives/options/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "options",
-  "position": 1
-}

website/content/excel/reference/library/derivatives/options/chains.md

@@ -1,90 +0,0 @@
----
-title: chains
-description: Learn how to get the complete options chain for a ticker using the OBB.equity.options.chains
-  function. Explore the available parameters like symbol and provider, and understand
-  the data returned, including contract symbol, expiration, strike price, and more.
-keywords: 
-- options chain
-- ticker
-- complete options chain
-- symbol
-- provider
-- data
-- contract symbol
-- expiration
-- strike price
-- option type
-- eod date
-- trading volume
-- open price
-- open interest
-- high price
-- low price
-- implied volatility
-- delta
-- gamma
-- theta
-- vega
-- bid size
-- ask size
-- theoretical value
-- last trade price
-- prev close
-- change percent
-- rho
-- last trade timestamp
-- dte
----
-
-<!-- markdownlint-disable MD041 -->
-
-Get the complete options chain for a ticker.
-
-## Syntax
-
-```excel wordwrap
-=OBB.DERIVATIVES.OPTIONS.CHAINS(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: intrinio | True |
-| date | Text | Date for which the options chains are returned. (provider: intrinio) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| contract_symbol | Contract symbol for the option.  |
-| symbol | Symbol representing the entity requested in the data. Here its the underlying symbol for the option.  |
-| expiration | Expiration date of the contract.  |
-| strike | Strike price of the contract.  |
-| option_type | Call or Put.  |
-| eod_date | Date for which the options chains are returned.  |
-| close | The close price.  |
-| close_bid | The closing bid price for the option that day.  |
-| close_ask | The closing ask price for the option that day.  |
-| volume | The trading volume.  |
-| open | The open price.  |
-| open_bid | The opening bid price for the option that day.  |
-| open_ask | The opening ask price for the option that day.  |
-| open_interest | Open interest on the contract.  |
-| high | The high price.  |
-| low | The low price.  |
-| mark | The mid-price between the latest bid-ask spread.  |
-| ask_high | The highest ask price for the option that day.  |
-| ask_low | The lowest ask price for the option that day.  |
-| bid_high | The highest bid price for the option that day.  |
-| bid_low | The lowest bid price for the option that day.  |
-| implied_volatility | Implied volatility of the option.  |
-| delta | Delta of the option.  |
-| gamma | Gamma of the option.  |
-| theta | Theta of the option.  |
-| vega | Vega of the option.  |

website/content/excel/reference/library/derivatives/options/index.mdx

@@ -1,19 +0,0 @@
-# options
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="unusual"
-    description="Get the complete options chain for a ticker."
-    url="options/unusual"
-    command
-/><ReferenceCard
-    title="chains"
-    description="Get the complete options chain for a ticker."
-    url="options/chains"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/derivatives/options/unusual.md

@@ -1,66 +0,0 @@
----
-title: unusual
-description: Learn how to get the complete options chain for a ticker with the equity
-  options unusual API. Explore the available parameters such as symbol and provider.
-  Retrieve valuable data like the underlying symbol, contract symbol, trade type,
-  sentiment, total value, total size, average price, ask/bid prices at execution,
-  underlying price at execution, and timestamp.
-keywords: 
-- complete options chain
-- ticker options
-- equity options unusual
-- symbol
-- provider
-- intrinio
-- source
-- data
-- underlying symbol
-- contract symbol
-- trade type
-- sentiment
-- total value
-- total size
-- average price
-- ask at execution
-- bid at execution
-- underlying price at execution
-- timestamp
----
-
-<!-- markdownlint-disable MD041 -->
-
-Get the complete options chain for a ticker.
-
-## Syntax
-
-```excel wordwrap
-=OBB.DERIVATIVES.OPTIONS.UNUSUAL(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: intrinio | True |
-| symbol | Text | Symbol to get data for. (the underlying symbol) | True |
-| source | Text | The source of the data. Either realtime or delayed. (provider: intrinio) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| underlying_symbol | Symbol representing the entity requested in the data. (the underlying symbol)  |
-| contract_symbol | Contract symbol for the option.  |
-| trade_type | The type of unusual trade. (provider: intrinio) |
-| sentiment | Bullish, Bearish, or Neutral Sentiment is estimated based on whether the trade was executed at the bid, ask, or mark price. (provider: intrinio) |
-| total_value | The aggregated value of all option contract premiums included in the trade. (provider: intrinio) |
-| total_size | The total number of contracts involved in a single transaction. (provider: intrinio) |
-| average_price | The average premium paid per option contract. (provider: intrinio) |
-| ask_at_execution | Ask price at execution. (provider: intrinio) |
-| bid_at_execution | Bid price at execution. (provider: intrinio) |
-| underlying_price_at_execution | Price of the underlying security at execution of trade. (provider: intrinio) |
-| timestamp | The UTC timestamp of order placement. (provider: intrinio) |

website/content/excel/reference/library/economy/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "economy",
-  "position": 2
-}

website/content/excel/reference/library/economy/calendar.md

@@ -1,87 +0,0 @@
----
-title: calendar
-description: The Economic Calendar provides information on economic events and data.
-  Use the OBB Python function `obb.economy.calendar()` to retrieve economic calendar
-  data. The function accepts parameters such as start date, end date, provider, country,
-  importance, and group. It returns a list of economic calendar data, including the
-  date, event, reference, source, actual value, previous value, consensus value, and
-  forecast value. The data can be filtered by provider such as FMP, Nasdaq, or Trading
-  Economics.
-keywords: 
-- economic calendar
-- python obb.economy.calendar
-- parameters
-- start date
-- end date
-- provider
-- country
-- importance
-- group
-- returns
-- data
-- date
-- event
-- reference
-- source
-- source url
-- actual
-- previous
-- consensus
-- forecast
-- url
-- currency
-- unit
-- change
-- change percent
-- updated at
-- created at
-- description
----
-
-<!-- markdownlint-disable MD041 -->
-
-Economic Calendar.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.CALENDAR(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp, tradingeconomics | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| country | Any | Country of the event (provider: tradingeconomics) | True |
-| importance | Text | Importance of the event. (provider: tradingeconomics) | True |
-| group | Text | Grouping of events (provider: tradingeconomics) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| country | Country of event.  |
-| event | Event name.  |
-| reference | Abbreviated period for which released data refers to.  |
-| source | Source of the data.  |
-| sourceurl | Source URL.  |
-| actual | Latest released value.  |
-| previous | Value for the previous period after the revision (if revision is applicable).  |
-| consensus | Average forecast among a representative group of economists.  |
-| forecast | Trading Economics projections  |
-| url | Trading Economics URL  |
-| importance | Importance of the event. 1-Low, 2-Medium, 3-High  |
-| currency | Currency of the data.  |
-| unit | Unit of the data.  |
-| change | Value change since previous. (provider: fmp) |
-| change_percent | Percentage change since previous. (provider: fmp) |
-| updated_at | Last updated timestamp. (provider: fmp) |
-| created_at | Created at timestamp. (provider: fmp) |

website/content/excel/reference/library/economy/cpi.md

@@ -1,56 +0,0 @@
----
-title: cpi
-description: Get Consumer Price Index (CPI) data for various countries and calculate
-  inflation measurements. This economic indicator provides insights into the growth
-  rate of prices on a monthly, quarterly, and annual basis. Harmonized CPI data is
-  also available. Specify the start and end dates for the desired data range. The
-  data provider and metadata information are included in the results.
-keywords: 
-- Consumer Price Index (CPI) Data
-- CPI data
-- CPI calculation
-- inflation measurement
-- economic indicator
-- country-wise CPI data
-- growth rate
-- monthly CPI
-- quarterly CPI
-- annual CPI
-- harmonized CPI
-- start date
-- end date
-- data provider
-- metadata info
----
-
-<!-- markdownlint-disable MD041 -->
-
-Consumer Price Index (CPI) Data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.CPI(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| countries | Any | The country or countries to get data. | False |
-| provider | Text | Options: fred | True |
-| units | Text | The unit of measurement for the data. Options: - `growth_previous`: growth from the previous period - `growth_same`: growth from the same period in the previous year - `index_2015`: index with base year 2015. | True |
-| frequency | Text | The frequency of the data. Options: `monthly`, `quarter`, and `annual`. | True |
-| harmonized | Boolean | Whether you wish to obtain harmonized data. | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |

website/content/excel/reference/library/economy/fred_search.md

@@ -1,51 +0,0 @@
-<!-- markdownlint-disable MD041 -->
-
-Search for FRED series or economic releases by ID or fuzzy query. This does not return the observation values, only the metadata. Use this function to find series IDs for `fred_series()`.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.FRED_SEARCH(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fred | True |
-| query | Text | The search word(s). | True |
-| is_release | Boolean | Is release?  If True, other search filter variables are ignored. If no query text or release_id is supplied, this defaults to True. (provider: fred) | True |
-| release_id | Any | A specific release ID to target. (provider: fred) | True |
-| limit | Number | The number of data entries to return. (1-1000) (provider: fred) | True |
-| offset | Number | Offset the results in conjunction with limit. (provider: fred) | True |
-| filter_variable | Any | Filter by an attribute. (provider: fred) | True |
-| filter_value | Text | String value to filter the variable by.  Used in conjunction with filter_variable. (provider: fred) | True |
-| tag_names | Text | A semicolon delimited list of tag names that series match all of.  Example: 'japan;imports' (provider: fred) | True |
-| exclude_tag_names | Text | A semicolon delimited list of tag names that series match none of.  Example: 'imports;services'. Requires that variable tag_names also be set to limit the number of matching series. (provider: fred) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| release_id | The release ID for queries.  |
-| series_id | The series ID for the item in the release.  |
-| name | The name of the release.  |
-| title | The title of the series.  |
-| observation_start | The date of the first observation in the series.  |
-| observation_end | The date of the last observation in the series.  |
-| frequency | The frequency of the data.  |
-| frequency_short | Short form of the data frequency.  |
-| units | The units of the data.  |
-| units_short | Short form of the data units.  |
-| seasonal_adjustment | The seasonal adjustment of the data.  |
-| seasonal_adjustment_short | Short form of the data seasonal adjustment.  |
-| last_updated | The datetime of the last update to the data.  |
-| notes | Description of the release.  |
-| press_release | If the release is a press release.  |
-| url | URL to the release.  |
-| popularity | Popularity of the series (provider: fred) |
-| group_popularity | Group popularity of the release (provider: fred) |

website/content/excel/reference/library/economy/fred_series.md

@@ -1,35 +0,0 @@
-<!-- markdownlint-disable MD041 -->
-
-Get data by series ID from FRED.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.FRED_SERIES(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fred, intrinio | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| limit | Number | The number of data entries to return. | True |
-| frequency | Any | Frequency aggregation to convert high frequency data to lower frequency. None = No change a = Annual q = Quarterly m = Monthly w = Weekly d = Daily wef = Weekly, Ending Friday weth = Weekly, Ending Thursday wew = Weekly, Ending Wednesday wetu = Weekly, Ending Tuesday wem = Weekly, Ending Monday wesu = Weekly, Ending Sunday wesa = Weekly, Ending Saturday bwew = Biweekly, Ending Wednesday bwem = Biweekly, Ending Monday (provider: fred) | True |
-| aggregation_method | Any | A key that indicates the aggregation method used for frequency aggregation. This parameter has no affect if the frequency parameter is not set. avg = Average sum = Sum eop = End of Period (provider: fred) | True |
-| transform | Any | Transformation type None = No transformation chg = Change ch1 = Change from Year Ago pch = Percent Change pc1 = Percent Change from Year Ago pca = Compounded Annual Rate of Change cch = Continuously Compounded Rate of Change cca = Continuously Compounded Annual Rate of Change log = Natural Log (provider: fred) | True |
-| all_pages | Boolean | Returns all pages of data from the API call at once. (provider: intrinio) | True |
-| sleep | Number | Time to sleep between requests to avoid rate limiting. (provider: intrinio) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| value | Value of the index. (provider: intrinio) |

website/content/excel/reference/library/economy/gdp/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "gdp",
-  "position": 1
-}

website/content/excel/reference/library/economy/gdp/forecast.md

@@ -1,40 +0,0 @@
----
-title: forecast
-description: Forecasted GDP Data
-keywords: 
-- economy
-- gdp
-- forecast
----
-
-<!-- markdownlint-disable MD041 -->
-
-Forecasted GDP Data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.GDP.FORECAST(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: oecd | True |
-| period | Text | Time period of the data to return. Units for nominal GDP period. Either quarter or annual. | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| type | Text | Type of GDP to get forecast of. Either nominal or real. | True |
-| country | Text | Country to get GDP for. (provider: oecd) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| value | Nominal GDP value on the date.  |

website/content/excel/reference/library/economy/gdp/index.mdx

@@ -1,24 +0,0 @@
-# gdp
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="nominal"
-    description="Nominal GDP Data."
-    url="gdp/nominal"
-    command
-/><ReferenceCard
-    title="forecast"
-    description="Forecasted GDP Data."
-    url="gdp/forecast"
-    command
-/><ReferenceCard
-    title="real"
-    description="Real GDP Data."
-    url="gdp/real"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/economy/gdp/nominal.md

@@ -1,39 +0,0 @@
----
-title: nominal
-description: Nominal GDP Data
-keywords: 
-- economy
-- gdp
-- nominal
----
-
-<!-- markdownlint-disable MD041 -->
-
-Nominal GDP Data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.GDP.NOMINAL(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: oecd | True |
-| units | Text | The unit of measurement for the data. Units to get nominal GDP in. Either usd or usd_cap indicating per capita. | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| country | Text | Country to get GDP for. (provider: oecd) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| value | Nominal GDP value on the date.  |

website/content/excel/reference/library/economy/gdp/real.md

@@ -1,55 +0,0 @@
----
-title: real
-description: Learn about Real GDP Data and how to access it using the provided parameters.
-  Find detailed descriptions of the available parameters and the data returned. Understand
-  the structure of the returns and explore the data attributes.
-keywords: 
-- Real GDP Data
-- parameters
-- units
-- start date
-- end date
-- provider
-- country
-- returns
-- results
-- GdpReal
-- warnings
-- chart
-- metadata
-- data
-- date
-- value
-- documentation
----
-
-<!-- markdownlint-disable MD041 -->
-
-Real GDP Data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.GDP.REAL(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: oecd | True |
-| units | Text | The unit of measurement for the data. Either idx (indicating 2015=100), qoq (previous period) or yoy (same period, previous year).) | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| country | Text | Country to get GDP for. (provider: oecd) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| value | Nominal GDP value on the date.  |

website/content/excel/reference/library/economy/index.mdx

@@ -1,43 +0,0 @@
-# economy
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Menus
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="gdp"
-    description="nominal, forecast, real"
-    url="economy/gdp"
-/>
-</ul>
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="calendar"
-    description="Economic Calendar."
-    url="economy/calendar"
-    command
-/><ReferenceCard
-    title="fred_series"
-    description="Get data by series ID from FRED."
-    url="economy/fred_series"
-    command
-/><ReferenceCard
-    title="risk_premium"
-    description="Historical Market Risk Premium."
-    url="economy/risk_premium"
-    command
-/><ReferenceCard
-    title="fred_search"
-    description="Search for FRED series or economic releases by ID or fuzzy query. This does not return the..."
-    url="economy/fred_search"
-    command
-/><ReferenceCard
-    title="cpi"
-    description="Consumer Price Index (CPI) Data."
-    url="economy/cpi"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/economy/risk_premium.md

@@ -1,53 +0,0 @@
----
-title: risk_premium
-description: Learn about Historical Market Risk Premium and the obb.economy.risk_premium
-  function. Explore the parameters, returns, and data available, including results,
-  warnings, chart, metadata, country, continent, total equity risk premium, and country
-  risk premium.
-keywords: 
-- Historical Market Risk Premium
-- obb.economy.risk_premium
-- parameters
-- provider
-- returns
-- OBBject
-- results
-- RiskPremium
-- warnings
-- chart
-- metadata
-- data
-- country
-- continent
-- total equity risk premium
-- country risk premium
----
-
-<!-- markdownlint-disable MD041 -->
-
-Historical Market Risk Premium.
-
-## Syntax
-
-```excel wordwrap
-=OBB.ECONOMY.RISK_PREMIUM(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| country | Market country.  |
-| continent | Continent of the country.  |
-| total_equity_risk_premium | Total equity risk premium for the country.  |
-| country_risk_premium | Country-specific risk premium.  |

website/content/excel/reference/library/equity/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "equity",
-  "position": 6
-}

website/content/excel/reference/library/equity/calendar/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "calendar",
-  "position": 1
-}

website/content/excel/reference/library/equity/calendar/dividend.md

@@ -1,65 +0,0 @@
----
-title: dividend
-description: Get upcoming and historical dividend data with the OBB.equity.calendar.dividend
-  method. This method allows you to retrieve dividend information such as dates, amounts,
-  and provider details. It also provides warnings, charts, and metadata for further
-  analysis.
-keywords: 
-- dividend calendar
-- upcoming dividends
-- historical dividends
-- dividend data
-- dividend schedule
-- dividend information
-- dividend dates
-- dividend amounts
-- dividend provider
-- dividend warnings
-- dividend chart
-- dividend metadata
-- ex-dividend date
-- record date
-- payment date
-- declaration date
-- dividend symbol
-- dividend name
-- dividend adjusted amount
-- dividend label
-- annualized dividend amount
----
-
-<!-- markdownlint-disable MD041 -->
-
-Upcoming and Historical Dividend Calendar.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.CALENDAR.DIVIDEND(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data. (Ex-Dividend)  |
-| symbol | Symbol representing the entity requested in the data.  |
-| amount | Dividend amount, per-share.  |
-| name | Name of the entity.  |
-| record_date | The record date of ownership for eligibility.  |
-| payment_date | The payment date of the dividend.  |
-| declaration_date | Declaration date of the dividend.  |
-| adjusted_amount | The adjusted-dividend amount. (provider: fmp) |
-| label | Ex-dividend date formatted for display. (provider: fmp) |

website/content/excel/reference/library/equity/calendar/earnings.md

@@ -1,67 +0,0 @@
----
-title: earnings
-description: Learn how to retrieve upcoming and historical earnings calendar data
-  using the OBB.equity.calendar.earnings Python function. The function allows you
-  to specify symbols, limit the number of data entries, and choose a data provider.
-  The returned data includes EPS, revenue, and other important details for the specified
-  symbols and dates.
-keywords: 
-- earnings calendar
-- upcoming earnings
-- historical earnings
-- Python function
-- earnings data retrieval
-- symbol
-- limit
-- provider
-- data entries
-- chart
-- metadata
-- data
-- EPS
-- revenue
-- estimated EPS
-- estimated revenue
-- date
-- time
-- updated from date
-- fiscal date ending
----
-
-<!-- markdownlint-disable MD041 -->
-
-Upcoming and Historical earnings calendar.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.CALENDAR.EARNINGS(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| report_date | The date of the earnings report.  |
-| symbol | Symbol representing the entity requested in the data.  |
-| name | Name of the entity.  |
-| eps_previous | The earnings-per-share from the same previously reported period.  |
-| eps_consensus | The analyst conesus earnings-per-share estimate.  |
-| eps_actual | The actual earnings per share announced. (provider: fmp) |
-| revenue_actual | The actual reported revenue. (provider: fmp) |
-| revenue_consensus | The revenue forecast consensus. (provider: fmp) |
-| period_ending | The fiscal period end date. (provider: fmp) |
-| reporting_time | The reporting time - e.g. after market close. (provider: fmp) |
-| updated_date | The date the data was updated last. (provider: fmp) |

website/content/excel/reference/library/equity/calendar/index.mdx

@@ -1,29 +0,0 @@
-# calendar
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="dividend"
-    description="Upcoming and Historical Dividend Calendar."
-    url="calendar/dividend"
-    command
-/><ReferenceCard
-    title="splits"
-    description="Calendar Splits. Show Stock Split Calendar."
-    url="calendar/splits"
-    command
-/><ReferenceCard
-    title="ipo"
-    description="Upcoming and Historical IPO Calendar."
-    url="calendar/ipo"
-    command
-/><ReferenceCard
-    title="earnings"
-    description="Upcoming and Historical earnings calendar."
-    url="calendar/earnings"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/equity/calendar/ipo.md

@@ -1,107 +0,0 @@
----
-title: ipo
-description: Access the Upcoming and Historical IPO Calendars and retrieve IPO information
-  using Python.
-keywords: 
-- Upcoming IPO Calendar
-- Historical IPO Calendar
-- Python function
-- equity.calendar.ipo
-- symbol
-- start_date
-- end_date
-- limit
-- provider
-- intrinio
-- nasdaq
-- status
-- min_value
-- max_value
-- OBBject
-- results
-- CalendarIpo
-- warnings
-- Chart
-- Metadata
-- data
-- ipo_date
-- status
-- exchange
-- offer_amount
-- share_price
-- share_price_lowest
-- share_price_highest
-- share_count
-- share_count_lowest
-- share_count_highest
-- announcement_url
-- sec_report_url
-- open_price
-- close_price
-- volume
-- day_change
-- week_change
-- month_change
-- id
-- company
-- security
-- name
-- expected_price_date
-- filed_date
-- withdraw_date
-- deal_status
----
-
-<!-- markdownlint-disable MD041 -->
-
-Upcoming and Historical IPO Calendar.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.CALENDAR.IPO(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: intrinio | True |
-| symbol | Text | Symbol to get data for. | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| limit | Number | The number of data entries to return. | True |
-| status | Text | Status of the IPO. [upcoming, priced, or withdrawn] (provider: intrinio) | True |
-| offer_amount_greater_than | Number | Return IPOs with an offer dollar amount greater than the given amount. (provider: intrinio) | True |
-| offer_amount_less_than | Number | Return IPOs with an offer dollar amount less than the given amount. (provider: intrinio) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| ipo_date | The date of the IPO, when the stock first trades on a major exchange.  |
-| status |              The status of the IPO. Upcoming IPOs have not taken place yet but are expected to.             Priced IPOs have taken place.             Withdrawn IPOs were expected to take place, but were subsequently withdrawn and did not take place          (provider: intrinio) |
-| exchange |              The acronym of the stock exchange that the company is going to trade publicly on.             Typically NYSE or NASDAQ.          (provider: intrinio) |
-| offer_amount | The total dollar amount of shares offered in the IPO. Typically this is share price * share count (provider: intrinio) |
-| share_price | The price per share at which the IPO was offered. (provider: intrinio) |
-| share_price_lowest |              The expected lowest price per share at which the IPO will be offered.             Before an IPO is priced, companies typically provide a range of prices per share at which             they expect to offer the IPO (typically available for upcoming IPOs).          (provider: intrinio) |
-| share_price_highest |              The expected highest price per share at which the IPO will be offered.             Before an IPO is priced, companies typically provide a range of prices per share at which             they expect to offer the IPO (typically available for upcoming IPOs).          (provider: intrinio) |
-| share_count | The number of shares offered in the IPO. (provider: intrinio) |
-| share_count_lowest |              The expected lowest number of shares that will be offered in the IPO. Before an IPO is priced,             companies typically provide a range of shares that they expect to offer in the IPO             (typically available for upcoming IPOs).          (provider: intrinio) |
-| share_count_highest |              The expected highest number of shares that will be offered in the IPO. Before an IPO is priced,             companies typically provide a range of shares that they expect to offer in the IPO             (typically available for upcoming IPOs).          (provider: intrinio) |
-| announcement_url | The URL to the company's announcement of the IPO (provider: intrinio) |
-| sec_report_url |              The URL to the company's S-1, S-1/A, F-1, or F-1/A SEC filing,             which is required to be filed before an IPO takes place.          (provider: intrinio) |
-| open_price | The opening price at the beginning of the first trading day (only available for priced IPOs). (provider: intrinio) |
-| close_price | The closing price at the end of the first trading day (only available for priced IPOs). (provider: intrinio) |
-| volume | The volume at the end of the first trading day (only available for priced IPOs). (provider: intrinio) |
-| day_change |              The percentage change between the open price and the close price on the first trading day             (only available for priced IPOs).          (provider: intrinio) |
-| week_change |              The percentage change between the open price on the first trading day and the close price approximately             a week after the first trading day (only available for priced IPOs).          (provider: intrinio) |
-| month_change |              The percentage change between the open price on the first trading day and the close price approximately             a month after the first trading day (only available for priced IPOs).          (provider: intrinio) |
-| id | The Intrinio ID of the IPO. (provider: intrinio) |
-| company | The company that is going public via the IPO. (provider: intrinio) |
-| security | The primary Security for the Company that is going public via the IPO (provider: intrinio) |

website/content/excel/reference/library/equity/calendar/splits.md

@@ -1,31 +0,0 @@
-<!-- markdownlint-disable MD041 -->
-
-Calendar Splits. Show Stock Split Calendar.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.CALENDAR.SPLITS(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| date | The date of the data.  |
-| label | Label of the stock splits.  |
-| symbol | Symbol representing the entity requested in the data.  |
-| numerator | Numerator of the stock splits.  |
-| denominator | Denominator of the stock splits.  |

website/content/excel/reference/library/equity/compare/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "compare",
-  "position": 8
-}

website/content/excel/reference/library/equity/compare/index.mdx

@@ -1,14 +0,0 @@
-# compare
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="peers"
-    description="Equity Peers. Company peers."
-    url="compare/peers"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/equity/compare/peers.md

@@ -1,52 +0,0 @@
----
-title: peers
-description: Learn how to compare and analyze equity peers with the `obb.equity.compare.peers`
-  function. This function allows you to retrieve a list of company peers based on
-  symbol, sector, exchange, and market cap. Understand the parameters, returns, and
-  data structure provided by this function.
-keywords: 
-- equity peers
-- company peers
-- compare peers
-- symbol
-- provider
-- parameter
-- returns
-- data
-- list of peers
-- sector
-- exchange
-- market cap
-- serializable results
-- chart object
-- metadata
-- command execution
-- warnings
----
-
-<!-- markdownlint-disable MD041 -->
-
-Equity Peers. Company peers.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.COMPARE.PEERS(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fmp | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| peers_list | A list of equity peers based on sector, exchange and market cap.  |

website/content/excel/reference/library/equity/discovery/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "discovery",
-  "position": 3
-}

website/content/excel/reference/library/equity/discovery/filings.md

@@ -1,44 +0,0 @@
----
-title: filings
-description: Get the most-recent filings submitted to the SEC
-keywords: 
-- equity
-- discovery
-- filings
----
-
-<!-- markdownlint-disable MD041 -->
-
-Get the most-recent filings submitted to the SEC.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.DISCOVERY.FILINGS(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| provider | Text | Options: fmp | True |
-| start_date | Text | Start date of the data, in YYYY-MM-DD format. | True |
-| end_date | Text | End date of the data, in YYYY-MM-DD format. | True |
-| form_type | Text | Filter by form type. Visit https://www.sec.gov/forms for a list of supported form types. | True |
-| limit | Number | The number of data entries to return. | True |
-| isDone | Boolean | Flag for whether or not the filing is done. (provider: fmp) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| cik | Central Index Key (CIK) for the requested entity.  |
-| title | Title of the filing.  |
-| date | The date of the data.  |
-| form_type | The form type of the filing  |
-| link | URL to the filing page on the SEC site.  |

website/content/excel/reference/library/equity/discovery/index.mdx

@@ -1,14 +0,0 @@
-# discovery
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="filings"
-    description="Get the most-recent filings submitted to the SEC."
-    url="discovery/filings"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/equity/estimates/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "estimates",
-  "position": 2
-}

website/content/excel/reference/library/equity/estimates/consensus.md

@@ -1,52 +0,0 @@
----
-title: consensus
-description: Learn how to access and use the Price Target Consensus functionality
-  in your application. Explore the available parameters and understand the returned
-  data structure.
-keywords: 
-- Price target consensus data
-- equity estimates consensus
-- symbol parameter
-- provider parameter
-- results attribute
-- provider attribute
-- warnings attribute
-- chart attribute
-- metadata attribute
-- data table
-- target_high column
-- target_low column
-- target_consensus column
-- target_median column
----
-
-<!-- markdownlint-disable MD041 -->
-
-Price Target Consensus. Price target consensus data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.ESTIMATES.CONSENSUS(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fmp | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| target_high | High target of the price target consensus.  |
-| target_low | Low target of the price target consensus.  |
-| target_consensus | Consensus target of the price target consensus.  |
-| target_median | Median target of the price target consensus.  |

website/content/excel/reference/library/equity/estimates/historical.md

@@ -1,106 +0,0 @@
----
-title: historical
-description: Learn about historical analyst estimates and analyst stock recommendations
-  with the OBBPy library in Python. Explore the usage of the `obb.equity.estimates.historical`
-  function and its parameters, including `symbol`, `period`, `limit`, and `provider`.
-  Understand the structure of the returned object, `OBBject`, with `results`, `provider`,
-  `warnings`, `chart`, and `metadata` properties. Dive into the available data such
-  as `symbol`, `date`, `estimated revenue`, `ebitda`, `ebit`, `net income`, `SGA expense`,
-  `EPS`, and the number of analysts who estimated revenue and EPS.
-keywords: 
-- historical analyst estimates
-- analyst stock recommendations
-- python obb.equity.estimates.historical
-- parameters
-- standard
-- symbol
-- union[str, list[str]]
-- period
-- literal['quarter', 'annual']
-- limit
-- int
-- provider
-- literal['fmp']
-- returns
-- obbject
-- list[analystestimates]
-- serializable results
-- optional[literal['fmp']]
-- optional[list[warning_]]
-- optional[chart]
-- optional[metadata]
-- data
-- symbol
-- str
-- date
-- estimated revenue low
-- estimated revenue high
-- estimated revenue average
-- estimated ebitda low
-- estimated ebitda high
-- estimated ebitda average
-- estimated ebit low
-- estimated ebit high
-- estimated ebit average
-- estimated net income low
-- estimated net income high
-- estimated net income average
-- estimated sga expense low
-- estimated sga expense high
-- estimated sga expense average
-- estimated eps average
-- estimated eps high
-- estimated eps low
-- number of analysts who estimated revenue
-- number of analysts who estimated eps
----
-
-<!-- markdownlint-disable MD041 -->
-
-Historical Analyst Estimates. Analyst stock recommendations.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.ESTIMATES.HISTORICAL(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fmp | True |
-| period | Text | Time period of the data to return. | True |
-| limit | Number | The number of data entries to return. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| date | The date of the data.  |
-| estimated_revenue_low | Estimated revenue low.  |
-| estimated_revenue_high | Estimated revenue high.  |
-| estimated_revenue_avg | Estimated revenue average.  |
-| estimated_ebitda_low | Estimated EBITDA low.  |
-| estimated_ebitda_high | Estimated EBITDA high.  |
-| estimated_ebitda_avg | Estimated EBITDA average.  |
-| estimated_ebit_low | Estimated EBIT low.  |
-| estimated_ebit_high | Estimated EBIT high.  |
-| estimated_ebit_avg | Estimated EBIT average.  |
-| estimated_net_income_low | Estimated net income low.  |
-| estimated_net_income_high | Estimated net income high.  |
-| estimated_net_income_avg | Estimated net income average.  |
-| estimated_sga_expense_low | Estimated SGA expense low.  |
-| estimated_sga_expense_high | Estimated SGA expense high.  |
-| estimated_sga_expense_avg | Estimated SGA expense average.  |
-| estimated_eps_avg | Estimated EPS average.  |
-| estimated_eps_high | Estimated EPS high.  |
-| estimated_eps_low | Estimated EPS low.  |
-| number_analyst_estimated_revenue | Number of analysts who estimated revenue.  |
-| number_analysts_estimated_eps | Number of analysts who estimated EPS.  |

website/content/excel/reference/library/equity/estimates/index.mdx

@@ -1,24 +0,0 @@
-# estimates
-
-import ReferenceCard from '@site/src/components/General/NewReferenceCard';
-
-### Commands
-<ul className='grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6'>
-<ReferenceCard
-    title="consensus"
-    description="Price Target Consensus. Price target consensus data."
-    url="estimates/consensus"
-    command
-/><ReferenceCard
-    title="price_target"
-    description="Price Target. Price target data."
-    url="estimates/price_target"
-    command
-/><ReferenceCard
-    title="historical"
-    description="Historical Analyst Estimates. Analyst stock recommendations."
-    url="estimates/historical"
-    command
-/>
-</ul>
-

website/content/excel/reference/library/equity/estimates/price_target.md

@@ -1,63 +0,0 @@
----
-title: price_target
-description: Get price target data for an equity symbol. Retrieve information such
-  as publication date, analyst details, price target, and more. Supports multiple
-  symbols and customizable providers.
-keywords: 
-- price target data
-- equity estimates
-- symbol
-- provider
-- grade
-- published date
-- news URL
-- news title
-- analyst name
-- analyst company
-- price target
-- adjusted price target
-- price when posted
-- news publisher
-- news base URL
----
-
-<!-- markdownlint-disable MD041 -->
-
-Price Target. Price target data.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.ESTIMATES.PRICE_TARGET(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fmp | True |
-| with_grade | Boolean | Include upgrades and downgrades in the response. (provider: fmp) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| published_date | Published date of the price target.  |
-| news_url | News URL of the price target.  |
-| news_title | News title of the price target.  |
-| analyst_name | Analyst name.  |
-| analyst_company | Analyst company.  |
-| price_target | Price target.  |
-| adj_price_target | Adjusted price target.  |
-| price_when_posted | Price when posted.  |
-| news_publisher | News publisher of the price target.  |
-| news_base_url | News base URL of the price target.  |
-| new_grade | New grade (provider: fmp) |
-| previous_grade | Previous grade (provider: fmp) |
-| grading_company | Grading company (provider: fmp) |

website/content/excel/reference/library/equity/fundamental/_category_.json

@@ -1,4 +0,0 @@
-{
-  "label": "fundamental",
-  "position": 4
-}

website/content/excel/reference/library/equity/fundamental/balance.md

@@ -1,124 +0,0 @@
----
-title: balance
-description: Learn how to use the balance sheet function in Python to retrieve financial
-  statement data. This documentation provides details about the function parameters,
-  return values, and available data types.
-keywords: 
-- balance sheet statement
-- balance sheet function
-- python function
-- financial statement function
-- balance sheet data parameters
-- balance sheet data returns
-- balance sheet data types
----
-
-<!-- markdownlint-disable MD041 -->
-
-Balance Sheet. Balance sheet statement.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.FUNDAMENTAL.BALANCE(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fmp, intrinio, polygon | True |
-| period | Text | Time period of the data to return. | True |
-| limit | Number | The number of data entries to return. | True |
-| cik | Text | Central Index Key (CIK) of the company. (provider: fmp) | True |
-| filing_date | Text | Filing date of the financial statement. (provider: polygon) | True |
-| filing_date_lt | Text | Filing date less than the given date. (provider: polygon) | True |
-| filing_date_lte | Text | Filing date less than or equal to the given date. (provider: polygon) | True |
-| filing_date_gt | Text | Filing date greater than the given date. (provider: polygon) | True |
-| filing_date_gte | Text | Filing date greater than or equal to the given date. (provider: polygon) | True |
-| period_of_report_date | Text | Period of report date of the financial statement. (provider: polygon) | True |
-| period_of_report_date_lt | Text | Period of report date less than the given date. (provider: polygon) | True |
-| period_of_report_date_lte | Text | Period of report date less than or equal to the given date. (provider: polygon) | True |
-| period_of_report_date_gt | Text | Period of report date greater than the given date. (provider: polygon) | True |
-| period_of_report_date_gte | Text | Period of report date greater than or equal to the given date. (provider: polygon) | True |
-| include_sources | Boolean | Whether to include the sources of the financial statement. (provider: polygon) | True |
-| order | Text | Order of the financial statement. (provider: polygon) | True |
-| sort | Text | Sort of the financial statement. (provider: polygon) | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| date | The date of the data.  |
-| cik | Central Index Key (CIK) for the requested entity.  |
-| currency | Reporting currency.  |
-| filling_date | Filling date.  |
-| accepted_date | Accepted date.  |
-| period | Reporting period of the statement.  |
-| cash_and_cash_equivalents | Cash and cash equivalents  |
-| short_term_investments | Short-term investments  |
-| long_term_investments | Long-term investments  |
-| inventory | Inventory  |
-| net_receivables | Receivables, net  |
-| marketable_securities | Marketable securities  |
-| property_plant_equipment_net | Property, plant and equipment, net  |
-| goodwill | Goodwill  |
-| assets | Total assets  |
-| current_assets | Total current assets  |
-| other_current_assets | Other current assets  |
-| intangible_assets | Intangible assets  |
-| tax_assets | Accrued income taxes  |
-| non_current_assets | Total non-current assets  |
-| other_non_current_assets | Other non-current assets  |
-| account_payables | Accounts payable  |
-| tax_payables | Accrued income taxes  |
-| deferred_revenue | Accrued income taxes, other deferred revenue  |
-| other_assets | Other assets  |
-| total_assets | Total assets  |
-| long_term_debt | Long-term debt, Operating lease obligations, Long-term finance lease obligations  |
-| short_term_debt | Short-term borrowings, Long-term debt due within one year, Operating lease obligations due within one year, Finance lease obligations due within one year  |
-| liabilities | Total liabilities  |
-| other_current_liabilities | Other current liabilities  |
-| current_liabilities | Total current liabilities  |
-| total_liabilities_and_total_equity | Total liabilities and total equity  |
-| other_non_current_liabilities | Other non-current liabilities  |
-| non_current_liabilities | Total non-current liabilities  |
-| total_liabilities_and_stockholders_equity | Total liabilities and stockholders' equity  |
-| other_stockholder_equity | Other stockholders equity  |
-| total_stockholders_equity | Total stockholders' equity  |
-| other_liabilities | Other liabilities  |
-| total_liabilities | Total liabilities  |
-| common_stock | Common stock  |
-| preferred_stock | Preferred stock  |
-| accumulated_other_comprehensive_income_loss | Accumulated other comprehensive income (loss)  |
-| retained_earnings | Retained earnings  |
-| minority_interest | Minority interest  |
-| total_equity | Total equity  |
-| calendar_year | Calendar Year (provider: fmp) |
-| cash_and_short_term_investments | Cash and Short Term Investments (provider: fmp) |
-| goodwill_and_intangible_assets | Goodwill and Intangible Assets (provider: fmp) |
-| deferred_revenue_non_current | Deferred Revenue Non Current (provider: fmp) |
-| total_investments | Total investments (provider: fmp) |
-| capital_lease_obligations | Capital lease obligations (provider: fmp) |
-| deferred_tax_liabilities_non_current | Deferred Tax Liabilities Non Current (provider: fmp) |
-| total_debt | Total Debt (provider: fmp) |
-| net_debt | Net Debt (provider: fmp) |
-| link | Link to the statement. (provider: fmp) |
-| final_link | Link to the final statement. (provider: fmp) |
-| note_receivable | Notes and lease receivable. (provider: intrinio) |
-| net_ppe | Plant, property, and equipment, net. (provider: intrinio) |
-| total_noncurrent_assets | Total noncurrent assets. (provider: intrinio) |
-| current_deferred_revenue | Current deferred revenue. (provider: intrinio) |
-| other_noncurrent_liabilities | Other noncurrent operating liabilities. (provider: intrinio) |
-| total_noncurrent_liabilities | Total noncurrent liabilities. (provider: intrinio) |
-| commitments_and_contingencies | Commitments and contingencies. (provider: intrinio) |
-| aoci | Accumulated other comprehensive income / (loss). (provider: intrinio) |
-| total_common_equity | Total common equity. (provider: intrinio) |
-| total_equity_and_noncontrolling_interests | Total equity & noncontrolling interests. (provider: intrinio) |
-| total_liabilities_and_equity | Total liabilities & shareholders' equity. (provider: intrinio) |

website/content/excel/reference/library/equity/fundamental/balance_growth.md

@@ -1,119 +0,0 @@
----
-title: balance_growth
-description: Learn about balance sheet statement growth, equity data for a company,
-  parameters like symbol, limit, and provider, and explore the returned results, warnings,
-  charts, and metadata. Retrieve detailed data on various balance sheet growth metrics
-  like cash and cash equivalents, short-term investments, inventory, total assets,
-  total liabilities, and more.
-keywords: 
-- balance sheet statement growth
-- company balance sheet growth
-- equity data
-- symbol
-- limit parameter
-- provider parameter
-- results
-- balance sheet growth
-- warnings
-- chart
-- metadata
-- data
-- cash and cash equivalents
-- short-term investments
-- net receivables
-- inventory
-- current assets
-- property, plant, and equipment
-- goodwill
-- intangible assets
-- long-term investments
-- tax assets
-- other non-current assets
-- total non-current assets
-- other assets
-- total assets
-- accounts payable
-- short-term debt
-- total current liabilities
-- long-term debt
-- non-current deferred revenue
-- non-current deferred tax liabilities
-- total non-current liabilities
-- common stock
-- retained earnings
-- accumulated other comprehensive income/loss
-- total stockholders' equity
-- total liabilities and stockholders' equity
-- total investments
-- total debt
-- net debt
----
-
-<!-- markdownlint-disable MD041 -->
-
-Balance Sheet Statement Growth. Information about the growth of the company balance sheet.
-
-## Syntax
-
-```excel wordwrap
-=OBB.EQUITY.FUNDAMENTAL.BALANCE_GROWTH(required; [optional])
-```
-
----
-
-## Parameters
-
-| Name | Type | Description | Optional |
-| ---- | ---- | ----------- | -------- |
-| symbol | Text | Symbol to get data for. | False |
-| provider | Text | Options: fmp | True |
-| limit | Number | The number of data entries to return. | True |
-
----
-
-## Return Data
-
-| Name | Description |
-| ---- | ----------- |
-| symbol | Symbol representing the entity requested in the data.  |
-| date | The date of the data.  |
-| period | Reporting period.  |
-| growth_cash_and_cash_equivalents | Growth rate of cash and cash equivalents.  |
-| growth_short_term_investments | Growth rate of short-term investments.  |
-| growth_cash_and_short_term_investments | Growth rate of cash and short-term investments.  |
-| growth_net_receivables | Growth rate of net receivables.  |
-| growth_inventory | Growth rate of inventory.  |
-| growth_other_current_assets | Growth rate of other current assets.  |
-| growth_total_current_assets | Growth rate of total current assets.  |
-| growth_property_plant_equipment_net | Growth rate of net property, plant, and equipment.  |
-| growth_goodwill | Growth rate of goodwill.  |
-| growth_intangible_assets | Growth rate of intangible assets.  |
-| growth_goodwill_and_intangible_assets | Growth rate of goodwill and intangible assets.  |
-| growth_long_term_investments | Growth rate of long-term investments.  |
-| growth_tax_assets | Growth rate of tax assets.  |
-| growth_other_non_current_assets | Growth rate of other non-current assets.  |
-| growth_total_non_current_assets | Growth rate of total non-current assets.  |
-| growth_other_assets | Growth rate of other assets.  |
-| growth_total_assets | Growth rate of total assets.  |
-| growth_account_payables | Growth rate of accounts payable.  |
-| growth_short_term_debt | Growth rate of short-term debt.  |
-| growth_tax_payables | Growth rate of tax payables.  |
-| growth_deferred_revenue | Growth rate of deferred revenue.  |
-| growth_other_current_liabilities | Growth rate of other current liabilities.  |
-| growth_total_current_liabilities | Growth rate of total current liabilities.  |
-| growth_long_term_debt | Growth rate of long-term debt.  |
-| growth_deferred_revenue_non_current | Growth rate of non-current deferred revenue.  |
-| growth_deferrred_tax_liabilities_non_current | Growth rate of non-current deferred tax liabilities.  |
-| growth_other_non_current_liabilities | Growth rate of other non-current liabilities.  |
-| growth_total_non_current_liabilities | Growth rate of total non-current liabilities.  |
-| growth_other_liabilities | Growth rate of other liabilities.  |
-| growth_total_liabilities | Growth rate of total liabilities.  |
-| growth_common_stock | Growth rate of common stock.  |
-| growth_retained_earnings | Growth rate of retained earnings.  |
-| growth_accumulated_other_comprehensive_income_loss | Growth rate of accumulated other comprehensive income/loss.  |
-| growth_othertotal_stockholders_equity | Growth rate of other total stockholders' equity.  |
-| growth_total_stockholders_equity | Growth rate of total stockholders' equity.  |
-| growth_total_liabilities_and_stockholders_equity | Growth rate of total liabilities and stockholders' equity.  |
-| growth_total_investments | Growth rate of total investments.  |
-| growth_total_debt | Growth rate of total debt.  |
-| growth_net_debt | Growth rate of net debt.  |