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513 Commits

Author SHA1 Message Date
Danglewood
1cbb24d8b7 bump devtools and repoint pyproject.toml 2026-09-24 15:07:09 -07:00
Danglewood
8a1b5fd93e [V5] Update Repository License to Apache 2.0 (#7677) 
* change license to Apache 2.0 for V5

* codespell
 2026-09-24 13:32:17 -07:00
Danglewood
d0090d60dc fix lint errors 2026-09-24 12:40:08 -07:00
Danglewood
337cef5db8 [V5] openbb-finra: Refactor for V5 (#7676) 
* refactor finra provider for v5

* add workflows

* fix tests
 2026-09-24 09:13:30 -07:00
Danglewood
dc4b26030f [V5] openbb-sec: Refactor for V5 (#7525) 
* refactor openbb-sec for v5

* linting

* ty

* normalize compare_company_facts

* add workflows

* python 3.10 fix

* add more thorough url validation and tests

* ty check

* ty for python 3.10

* reconfigure with apps

* temp pyproject overrride

* pyproject

* pyproject

* pyproject

* codespell

* pyproject

* fix uk schema file links in schema_files

* test coverage

* test_cli

* port #7547 into this pr

* no hard coded prefix

* improve filing rendering capabilities

* fix xml text detection

* make codeql happy

* missed a file in the commit

* test coverage

* codespell

* fix flakey test

* some updates

* management_ownership --> management_profiles

* proxy statement markdown

* ruff

* fix test coverage

* more tests

* test coverage

* fix lint errors

* Add SEC adviser search, profile, and universe routes (#7559)

* Add SEC institutional data fetchers

* Add SEC filing index and Form D routes

* Add SEC investment adviser people data

* Expose SEC adviser and institutional routes

* fix(sec): address adviser review feedback

* refactor(sec): narrow adviser support to IAPD search

* feat(sec): add adviser firm and individual searches

* feat(sec): add adviser profile drill-down

* fix: repair pre-commit configuration

* feat(sec): add adviser universe route

* feat(sec): expose complete Form ADV data

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>

* fix test coverage

---------

Co-authored-by: deeleeramone <>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
 2026-09-24 08:47:49 -07:00
Danglewood
22c92554a0 remove openbb-econdb provider (#7675) 2026-09-23 13:49:40 -07:00
deeleeramone
2c81a8cbb1 fix markdown lint errors 2026-09-23 13:31:40 -07:00
Danglewood
d6fd646402 [V5] openbb-deribit: Refactor provider for V5 (#7674) 
* refactor openbb-deribit for v5

* restructure the optimizer around the published combos data and add integration test suites
 2026-09-23 13:02:49 -07:00
Danglewood
d1f71e670c [V5] openbb-cboe: Refactor for V5 + Add Payoff Diagrams (#7617) 
* refactor cboe for v5

* use zoneinfo instead

* fix test

* some fixes related to the cache access

* fix a couple of tests

* fix the test coverage
 2026-09-23 13:00:39 -07:00
Danglewood
124a420f79 [V5] openbb-fred: Refactor as V5 extension. (#7669) 
* refactor fred extension for v5

* fix markdown MD037 lint error in README

* codespell
 2026-09-23 12:54:02 -07:00
Danglewood
56d6d58fb7 [V5] openbb-nasdaq: Refactor provider for V5. (#7670) 
* refactor nasdaq provider for v5

* add workflows

* ty fix
 2026-09-23 12:53:41 -07:00
Danglewood
d820270467 [V5] openbb-tmx: Refactor extension for V5 (#7668) 
* refactor tmx provider for v5

* fix tests..

* fix tests stack trace exposure

* fix workflow setup
 2026-09-23 12:53:23 -07:00
Danglewood
c66935d51e [V5] openbb-cftc: Refactor for V5 + Add OIS, Forward Curve, and FX Trade Analysis (#7615) 
* refactor openbb-cftc for v5

* add SHIBOR to fixings

---------

Co-authored-by: deeleeramone <>
 2026-09-23 12:08:51 -07:00
Danglewood
b215350687 [V5] Feature: Add JODI World Oil & Gas Database (#7593) 
* add the JODI oil and gas database as a provider/router extension

* lint fixes

* add grouping to apps.json

---------

Co-authored-by: deeleeramone <>
 2026-09-23 12:05:12 -07:00
Danglewood
1bace8672c [V5] openbb-government-us: Refactor for V5 + Move uscongress (#7604) 
* v5 government_us provider

* workflow files

* ty and add xlrd to pyproject

* shrink test cassettes

* dev dependencies

* wheel packaging and more tests

* python 3.10 thing..?

* fix test

* default state for multiselect dropdowns

* replace congress html widgets with iframes

* fallback to congress api for congress before 108

* ensure member passage voting count populates
 2026-09-23 12:04:29 -07:00
Danglewood
a2f3a5f16f [V5] openbb-eia: Refactor for V5 + Add Full API Implementation (#7584) 
* eia refactor for v5

* add test and publish workflows

* data browser state

* fix workflows

* more workflow test items

* temp files in tests

* more fixes

* more browsers

* fix codeql issues

* fix mer state and ensure multi-user capability

* uv lock

* table bridge

* fix electricity browser state

* convert HTML widgets to iFrame

* fix recursion error in workspace mcp
 2026-09-23 12:00:10 -07:00
Danglewood
46981c6f93 [V5] openbb-federal-reserve: Refactor for V5 + FFIEC & Regional Fed Routers (#7561) 
* refactor for v5

* add workflows

* fix bhcpr schema

* fix pyproject.toml

* fix test

* codespell

* ty

* fix pyproject

* fix ci environment

* fix ci environment

* convert documents endpoints to use fedinprint service

* codeql fix

* fix ny publications and add ny nowcast
 2026-09-23 11:59:25 -07:00
Danglewood
840658d01f [V5] openbb-ecb: Refactor for V5 and Expand Coverage (#7560) 
* refactor openbb-ecb for v5 and expand coverage

* some updates

* tests

* workflow

* remove 3.15 from test matrix

* some more table schema updates

* remove some html chrome on embedded articles

---------

Co-authored-by: deeleeramone <>
 2026-09-23 11:57:59 -07:00
Danglewood
99e5c8618e fix new ty issues 2026-09-17 14:06:27 -07:00
Danglewood
59c7c7eff4 remove fmp provider extension from repository (#7665) 2026-09-14 13:20:50 -07:00
Danglewood
46ef4a5f7b remove openbb-multpl from repository (#7610) 2026-09-14 09:21:37 -07:00
Danglewood
70e46b9d7e remove trading economics provider (#7578) 2026-09-14 09:21:09 -07:00
Danglewood
869edd20ee remove finviz (#7577) 2026-09-14 09:20:46 -07:00
Danglewood
0aa6039532 missing test coverage that appeared in famafrench.. 2026-07-28 09:39:26 -07:00
Danglewood
a07534cfa4 fix ty check failures exposed by newer version 2026-07-22 11:48:28 -07:00
Danglewood
2fca403750 Merge branch 'develop' of https://github.com/OpenBB-finance/OpenBB into v5 2026-07-14 13:07:40 -07:00
Danglewood
c78488d7d1 [BugFix] openbb-sec: Handle XOM's CIK Transition (#7588) 
* add handling for XOM's new CIK and populating results including the legacy

* update a couple of lock files for dependabot
 2026-07-14 19:49:56 +00:00
Danglewood
f5ae8a9046 Merge branch 'develop' of https://github.com/OpenBB-finance/OpenBB into v5 2026-07-08 12:22:19 -07:00
Chimdumebi Nebolisa
1c74893140 docs: fix apps.json provider docstrings (#7568) 
Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
 2026-07-08 16:21:29 +00:00
Danglewood
7a9ad1ecf1 remove yfinance provider from repo (#7576) 2026-07-08 13:19:12 +03:00
Danglewood
6ba0fb59f8 remove intrinio provider (#7575) 
Remove the openbb-intrinio provider extension from the repository.
Reason: proprietary vendor with no internal access to any endpoint;
cannot build, develop or maintain.
 2026-07-08 13:18:20 +03:00
Danglewood
3a237fa981 remove tiingo provider (#7574) 2026-07-08 13:16:56 +03:00
Danglewood
bea9639e53 remove tradier provider (#7573) 2026-07-08 10:17:53 +03:00
Danglewood
0085344a0e remove seeking alpha provider (#7570) 2026-07-08 10:17:17 +03:00
Danglewood
1f1ebdd535 [BugFix] openbb-sec: Fix IFRS Mapping in Financials Template (Provision for Loans/Credit Losses) (#7572) 
* fix IFRS financial template to catch new provisions for credit/loans tags and correct the order of items in the income statement

* cash flow shuffle

* version bump

* move none check up in detect block

* black
 2026-07-06 16:44:51 +00:00
Danglewood
c06074f1dd workflow cleanup" 2026-07-05 14:38:34 -07:00
Danglewood
f6ad868abd fix app startup event (#7554) 2026-06-24 20:48:42 +00:00
Danglewood
3160a84ad0 [Release] openbb-core: Pin Version of FastAPI to 0.136.3 (#7531) 
* bump minimum version of fastapi to get starlette > 1

* fix test fixture broken by newer version of vitest

* another round of lock file syncs

* need to pin fastapi until breaking changes in 0.137 can be dealt with

* relock cli

* cli needs to run openbb-build before running test suite

* wrong solution, cli needs fastapi pin until handled. revert nox
 2026-06-24 15:27:50 +00:00
Danglewood
f04f2fc71f fix nasdaq app startup event for newer version of fastapi (#7532) 2026-06-23 07:40:47 +00:00
Danglewood
d0acbd22f7 [BugFix] openbb-sec: Fix Period Detection in 40-F Filers That Only Tag 6-K in XBRL Facts (#7547) 
* fix period detection in 40-F filers that only tag 6-K in XBRL

* clean up comment

* black
 2026-06-23 07:38:55 +00:00
Danglewood
d8bab38d57 [V5] [BugFix] Fix for Breaking Changes in FastAPI 0.137+ (#7537) 
* fix route introspection for fastapi 0.137

* recapture oeccd gdp forecast test cassette

---------

Co-authored-by: deeleeramone <>
 2026-06-18 08:35:41 -07:00
Danglewood
85d9ed527f [V5] openbb-congress-gov: Refactor for V5 + Convert To Using Bulk Files Instead of api.congress.gov. (#7528) 
* refactor congress-gov for v5 and use bulk files instead of API with credentials

* integration tests

* apps tab name

* convert caching to sql

* codespell
 2026-06-08 13:44:47 -07:00
Danglewood
ba81abcbc0 merge branch develop 2026-06-03 09:30:00 -07:00
Danglewood
564eb18335 [BugFix] openbb-fred: Fix 429 Error From FRED API & Implement Global Rate Limiter For Provider (#7527) 
* fix 429 error from fred api due to change in rate limit calculation

* mypy

* black

* pylint

* pin aiohttp in devtools so vcrpy doesn't break
 2026-06-03 15:41:45 +00:00
Danglewood
bf0cb48465 markdown linting 2026-06-01 14:49:24 -07:00
Danglewood
c3f49f096b [V5] openbb-famafrench: Refactor for V5 (#7503) 
* refactor famafrench for v5

* codespell

* finishing touches

---------

Co-authored-by: deeleeramone <>
 2026-06-01 19:12:46 +03:00
Danglewood
9061473d9e [V5] openbb-bls: Refactor for V5 + Add Many Endpoints (#7518) 
* refactor bls for v5, add 100 widgets

* some CI fixes

* no python 3.15

* fix missing dev group in pyproject.toml

* more pyproject fallout

* action
 2026-06-01 19:11:05 +03:00
Danglewood
123cafe826 [V5] Remove openbb-benzinga (#7521) 
* delete benzinga

* more references

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
 2026-06-01 19:10:42 +03:00
Danglewood
de62b673ee [V5] Remove openbb-alpha-vantage (#7522) 
* delete alpha vantage

* more files

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
 2026-06-01 19:09:05 +03:00
Danglewood
481af13cbd delete biztoc (#7523) 2026-06-01 19:06:32 +03:00