* balance sheet draft
* balance_sheet draft
* cash_flow draft
* income_statement draft
* intrinio financials
* description
* period field
* ruff
* income statement
* field
* label - gross profit ratio
* cash flow statement
* investing order
* add option for caching to cashflow
* add caching to balance and income
* typos and update order for financial institutions
* replace 0 values with None
* add financial ratios from intrinio
* black
* missing test params
* balance cassette
* query param description
* symbol list warning
* black
* handle BRK-A and symbols with a dash for Intrinio
* fix typo error
* add free cash flow to bottom of cash flow statement
* amortization_expense
* dev_install.py
* undo dev_install.. wrong branch
* cash flow order things
* standardized cash flow
* fields
* integration tests
* cash flow model validator
* more polygon cash
* black
* black
* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py
wrong file
* balance sheet
* some cleanup
* ruff
* income statement
* black
* test params
* financial ratios async update
* recapture fmp and polygon tests
* yFinance financials
* yfinance tests
* delete financial_statements standard model
* intrinio balance sheet order
* fiscal year standard param
* remove file accidentally committed
* add reported_financials end point
* fiscal_year param for reported_financials
* fix url
* fmp test cassette
* add safe-guard with warning for fiscal year before 2008
* periods can only be annual and quarter
* url in docstring correction
* add fiscal_year param to intrinio standardized financials and ratios
* fix fmp ratios
* black
* rename fields as per Minh
* rogue field
* black
* Fix typo in a docstring
* Resolve linting errors
* type ignore
* disable=unused-argument
* changing the arg name cc @minhhoang1023
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Allow optional input for 2-month treasury rates and add FederalReserve rates model
The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.
* Add Money Measures models and commands
This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.
* Add Federal Reserve Money Measures test file
This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.
* Cleanup
* Sneaky unformatted integration tests
* its a dawg life for me ...... ruff
* add the fed funds rate
* didnt mean to commmit this
* black
* this is why we should pre commit kids
* change install name
* add providers to int tests
* review comments + commit static
* replace nan with None
* fix float on None
* get rid of nans for nulls for json handling
* change `_` to `-` in readme pip install.
* Update __init__.py docstring
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* breakdown builder + remove black
* rebuild
* rebuild
* rebuild
* rename method
* format built code without black
* we still lint if it's available
* fix existing tests
* add linter tests
* add black to dev deps
* auto_build as instance method
* reorder methods
* typing
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Parameterize obbject.to_df with index and sort_by
* unit tests for obbject
* keep using the date as default to use on basemode_to_df()
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* yfinance multi-ticker support
* multi-ticker support for market indices
* crypto multi-ticker support
* recapture tests
* yfinance cache and tests
* currency historical multi-ticker support
* style things
* black
* missed a values
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Introduce integration test modularity
* Fix Python 3.9 error
* Add TODO
* Update generators
* Handle endpoints that only feature one provider that is not installed
* Fix failing unit test
* support for nested structures
* unskip extension map test
* unskip fred tests
* stockgrid tests
* adding pytest-assyncio
* fix query executor test
* package builder tests
* test query test with the asyncio marker
* asyncio marker
* fix extension map test: tests run with all extensions installed
* adding missing tests on user service
* fix update default test
* skipping allows version for non required extensions
* move old example notebooks to v3 folder, update loadHistoricalPriceData and add findSymbols
* Create README.md
* Update README.md
* Update README.md
* Update README.md
* Vertical diagram instead
* important classes
* core dependencies
* folder structure
* devtools
* swap order
* fix github pages deploy issue
* development index
* delete expectations for developers
* devtools
* obbject stuff
* add
* installation
* hub sync
* idk if i committed already
* add usage page for financial statements
* add link to reference page
* syntax
* numbers
* nearly --> more than
* easier to read code blocks
* codespell
* removing mention to provider
* add 'orientation' for to_dict
* info card for output user preference
* put it in a code block
* correct user_settings.json example
* syntax corrections
* fix sentence
* get rid of floating point mathc
* get rid of other floating point math
* add companion example notebook for financial statements, and new section
* historical prices usage page
* codespell
* add commitment of traders section to usage
* add a note
* codespell
* get rid of equals sign
* Cleanup docs. with @the-praxs
* install
* obbject extend
* spell
* HeadTitle thingies
* Update obbject_extensions.md
* Update obbject_extensions.md
* typo
* Update architectural_considerations.md
* point to the TET pattern
* optional vs required
* reviewing the patterns. removed the --pre flag under the assumption this will be the final docs for the release cc @deeleeramone
* add a walkthrough
* spelling
* Add more in the introduction
* validator examples
* update Copper-to-Gold notebook example for V4
* Update README.md
* QA Caveats w @the-praxs
* info on class outputs
* merge add data sources and add data points
* disclaimer on cookiecutter
* add missing import to example
* slight syntax change
* missing code block
* missing import
* update intrinio example syntax
* intrinio syntax update
* urls
* core and provider merged
* example syntax
* grammar
* Update API banner link
* quick-fix-docs cc @minhhoang1023
* Update pip install command for v3
* remove --pre note block
* update landing image
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>