* 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>
* 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>
* 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
* Fix test coverage test failing
* Fix spot rates integration test
* Apply the standardization to intrinio balance, income and cash
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fred economic releases search
* add FRED functions for series and searching.
* codespell
* ruff
* data description.
* replace two functions with one fred_search
* rename standard model to fred_series
* remove consolidated fred model
* return series metadata as warning
* recapture test
* fill nan with None
* add symbols field to standard model data
* fix provider models
* re-record polygon fetcher test
* fix polygon query alias
* re-record polygon fetcher
* add symbol data field
* cleanup
* remove limit param from standard model
* remove limit from equity integration test
* re-recrod fmp and intrinio fetcher tests
* publish core and extensions
* rebuild and force commit package changes
* Remove tiingo, finra and wsj from extras
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* redefined CalendarDividend standard model
* fix nasdaq calendar dividend model
* removed Filings standard model
* add DiscoveryFilings standard model
* fix fmp calendar dividend and discovery filing models
* add cik description in standard model utils
* redefine CompanyFilings standard model
* fix fmp company filings model
* fix sec company filings model
* remove regulators/sec/filings command
* redefine InsiderTrading standard model
* fix fmp insider trading model
* redefine InstitutionalOwnership standard model
* fix fmp institutional ownership model
* redefine KeyMetrics standard model
* fix fmp key metrics model
* fix fmp market snapshots model
* add attributes standard model and commands
* redefine EquityInfo standard model
* remove SearchFinancialAttributes standard model file
* add new intrinio endpoints
* linting
* pass standard model description test
* fix tests? w/@montezdesousa
* pass fmp fetcher tests
* re-record sec company filings test
* pass intrinio fetcher tests
* re-record intrinio insider trading test
* index integration test
* regulators integration test
* equity integration test
* fix same owner name in intrinio instituional ownership
* re-record intrinio insider training
* crypto price historical integration test reduce end_date
* updates after release
* bump pytest-recorder
* Revert "bump pytest-recorder"
This reverts commit 245f178a7e.
* needs to be in dev group
* rerecord yfinance tests
* record in us
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-develop in urls
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* update extensions
* some urls
* Revert changes to v3 docs
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* POST request example
* update post example
* find symbols
* market calendars
* codespell
* codespell ftw
* improve main page light mode
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
