Files
OpenBB/openbb_platform/openbb/package/fixedincome_rate.py
montezdesousa 7deb4e69f6 [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet

* feat: income statement

* fix: cash flow statement

* feat: financial ratios

* feat: reported financials

* feat: revenue business line

* feat: revenue per geography

* fix: warnings

* Update balance_sheet.py

* fix: remove warning imports

* feat: balance sheet growth

* feat: calendar ipo

* feat: cashflow growth

* feat: __validators__

* fix: typing

* fix: validator msg

* feat: trailing dividend_yield

* feat: short volume

* feat: share statistics

* feat: price target + consensus

* fix: update validator

* feat: historical dividends

* feat: key executives

* fix: getattr directly

* fix: type hint validator

* fix: add default to getattr

* typo

* feat: otc

* feat: options chains

* fix: remove list validators

* feat: add validator dict to fetchers

* lint

* update standard models

* lint

* feat: rename validator

* fix: ownership

* feat: query params description

* fix: balance yfinance

* key execs, income statement

* remove change

* fix: revenue geographic

* fix: disable pylint

* fix: unusual + balance

* unit test validator

* minor fix

* explicit validators

* update test

* feat: multiple items allowed

* rebuild

* move check_single_value

* crypto historical

* order providers

* fix typing

* rename extra dict

* marking multiple items allowed

* Revert "marking multiple items allowed"

This reverts commit 7da04817e1.

* error msg

* fix: default provider runtime vs configuration

* minor fix

* docstring

* revert default changes

* get provider before executing cmd

* fix container bug

* clean filter

* add comment

* prevent bad defaults

* update docstring

* typing

* fix

* black

* fix docstring generation

* [Feature] - Mark multiple item fetchers (#6074)

* feat: price target

* bezinga company news

* equity quote

* marking multiple items allowed

* more multiple items

* black

* rebuild

* another batch

* rebuild

* another

* cpi

* move prop

* rebuild

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* rename var

* update msg

* rename func

* fix test

* mypy

* ruff

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2024-02-15 12:19:18 +00:00

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### THIS FILE IS AUTO-GENERATED. DO NOT EDIT. ###
import datetime
from typing import Literal, Optional, Union
from openbb_core.app.model.custom_parameter import OpenBBCustomParameter
from openbb_core.app.model.obbject import OBBject
from openbb_core.app.static.container import Container
from openbb_core.app.static.utils.decorators import validate
from openbb_core.app.static.utils.filters import filter_inputs
from typing_extensions import Annotated
class ROUTER_fixedincome_rate(Container):
"""/fixedincome/rate
ameribor
dpcredit
ecb
effr
effr_forecast
estr
iorb
sonia
"""
def __repr__(self) -> str:
return self.__doc__ or ""
@validate
def ameribor(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
provider: Optional[Literal["fred"]] = None,
**kwargs
) -> OBBject:
"""Ameribor.
Ameribor (short for the American interbank offered rate) is a benchmark interest rate that reflects the true cost of
short-term interbank borrowing. This rate is based on transactions in overnight unsecured loans conducted on the
American Financial Exchange (AFX).
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
parameter : Literal['overnight', 'term_30', 'term_90', '1_week_term_structure', '1_month_term_structure', '3_month_term_structure', '6_month_term_structure', '1_year_term_structure', '2_year_term_structure', '30_day_ma', '90_day_ma']
Period of AMERIBOR rate. (provider: fred)
Returns
-------
OBBject
results : List[AMERIBOR]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
AMERIBOR
--------
date : date
The date of the data.
rate : Optional[float]
AMERIBOR rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.ameribor(parameter="30_day_ma").to_df()
""" # noqa: E501
return self._run(
"/fixedincome/rate/ameribor",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/ameribor",
("fred",),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)
@validate
def dpcredit(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
provider: Optional[Literal["fred"]] = None,
**kwargs
) -> OBBject:
"""Discount Window Primary Credit Rate.
A bank rate is the interest rate a nation's central bank charges to its domestic banks to borrow money.
The rates central banks charge are set to stabilize the economy.
In the United States, the Federal Reserve System's Board of Governors set the bank rate,
also known as the discount rate.
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
parameter : Literal['daily_excl_weekend', 'monthly', 'weekly', 'daily', 'annual']
FRED series ID of DWPCR data. (provider: fred)
Returns
-------
OBBject
results : List[DiscountWindowPrimaryCreditRate]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
DiscountWindowPrimaryCreditRate
-------------------------------
date : date
The date of the data.
rate : Optional[float]
Discount Window Primary Credit Rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.dpcredit(start_date="2023-02-01", end_date="2023-05-01").to_df()
""" # noqa: E501
return self._run(
"/fixedincome/rate/dpcredit",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/dpcredit",
("fred",),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)
@validate
def ecb(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
interest_rate_type: Annotated[
Literal["deposit", "lending", "refinancing"],
OpenBBCustomParameter(description="The type of interest rate."),
] = "lending",
provider: Optional[Literal["fred"]] = None,
**kwargs
) -> OBBject:
"""European Central Bank Interest Rates.
The Governing Council of the ECB sets the key interest rates for the euro area:
- The interest rate on the main refinancing operations (MRO), which provide
the bulk of liquidity to the banking system.
- The rate on the deposit facility, which banks may use to make overnight deposits with the Eurosystem.
- The rate on the marginal lending facility, which offers overnight credit to banks from the Eurosystem.
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
interest_rate_type : Literal['deposit', 'lending', 'refinancing']
The type of interest rate.
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
Returns
-------
OBBject
results : List[EuropeanCentralBankInterestRates]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
EuropeanCentralBankInterestRates
--------------------------------
date : date
The date of the data.
rate : Optional[float]
European Central Bank Interest Rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.ecb(interest_rate_type="refinancing")
""" # noqa: E501
return self._run(
"/fixedincome/rate/ecb",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/ecb",
("fred",),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
"interest_rate_type": interest_rate_type,
},
extra_params=kwargs,
)
)
@validate
def effr(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
provider: Optional[Literal["federal_reserve", "fred"]] = None,
**kwargs
) -> OBBject:
"""Fed Funds Rate.
Get Effective Federal Funds Rate data. A bank rate is the interest rate a nation's central bank charges to its
domestic banks to borrow money. The rates central banks charge are set to stabilize the economy. In the
United States, the Federal Reserve System's Board of Governors set the bank rate, also known as the discount rate.
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
provider : Optional[Literal['federal_reserve', 'fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'federal_reserve' if there is
no default.
parameter : Literal['monthly', 'daily', 'weekly', 'daily_excl_weekend', 'annual', 'biweekly', 'volume']
Period of FED rate. (provider: fred)
Returns
-------
OBBject
results : List[FEDFUNDS]
Serializable results.
provider : Optional[Literal['federal_reserve', 'fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
FEDFUNDS
--------
date : date
The date of the data.
rate : Optional[float]
FED rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.effr(parameter="daily", provider="fred").to_df()
""" # noqa: E501
return self._run(
"/fixedincome/rate/effr",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/effr",
("federal_reserve", "fred"),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)
@validate
def effr_forecast(
self, provider: Optional[Literal["fred"]] = None, **kwargs
) -> OBBject:
"""Fed Funds Rate Projections.
The projections for the federal funds rate are the value of the midpoint of the
projected appropriate target range for the federal funds rate or the projected
appropriate target level for the federal funds rate at the end of the specified
calendar year or over the longer run.
Parameters
----------
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
long_run : bool
Flag to show long run projections (provider: fred)
Returns
-------
OBBject
results : List[PROJECTIONS]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
PROJECTIONS
-----------
date : date
The date of the data.
range_high : Optional[float]
High projection of rates.
central_tendency_high : Optional[float]
Central tendency of high projection of rates.
median : Optional[float]
Median projection of rates.
range_midpoint : Optional[float]
Midpoint projection of rates.
central_tendency_midpoint : Optional[float]
Central tendency of midpoint projection of rates.
range_low : Optional[float]
Low projection of rates.
central_tendency_low : Optional[float]
Central tendency of low projection of rates.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.effr_forecast(long_run=True)
""" # noqa: E501
return self._run(
"/fixedincome/rate/effr_forecast",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/effr_forecast",
("fred",),
)
},
standard_params={},
extra_params=kwargs,
)
)
@validate
def estr(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
provider: Optional[Literal["fred"]] = None,
**kwargs
) -> OBBject:
"""Euro Short-Term Rate.
The euro short-term rate (€STR) reflects the wholesale euro unsecured overnight borrowing costs of banks located in
the euro area. The €STR is published on each TARGET2 business day based on transactions conducted and settled on
the previous TARGET2 business day (the reporting date “T”) with a maturity date of T+1 which are deemed to have been
executed at arm’s length and thus reflect market rates in an unbiased way.
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
parameter : Literal['volume_weighted_trimmed_mean_rate', 'number_of_transactions', 'number_of_active_banks', 'total_volume', 'share_of_volume_of_the_5_largest_active_banks', 'rate_at_75th_percentile_of_volume', 'rate_at_25th_percentile_of_volume']
Period of ESTR rate. (provider: fred)
Returns
-------
OBBject
results : List[ESTR]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
ESTR
----
date : date
The date of the data.
rate : Optional[float]
ESTR rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.estr(parameter="number_of_active_banks")
""" # noqa: E501
return self._run(
"/fixedincome/rate/estr",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/estr",
("fred",),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)
@validate
def iorb(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
provider: Optional[Literal["fred"]] = None,
**kwargs
) -> OBBject:
"""Interest on Reserve Balances.
Get Interest Rate on Reserve Balances data A bank rate is the interest rate a nation's central bank charges to its
domestic banks to borrow money. The rates central banks charge are set to stabilize the economy. In the
United States, the Federal Reserve System's Board of Governors set the bank rate, also known as the discount rate.
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
Returns
-------
OBBject
results : List[IORB]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
IORB
----
date : date
The date of the data.
rate : Optional[float]
IORB rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.iorb()
""" # noqa: E501
return self._run(
"/fixedincome/rate/iorb",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/iorb",
("fred",),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)
@validate
def sonia(
self,
start_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="Start date of the data, in YYYY-MM-DD format."
),
] = None,
end_date: Annotated[
Union[datetime.date, None, str],
OpenBBCustomParameter(
description="End date of the data, in YYYY-MM-DD format."
),
] = None,
provider: Optional[Literal["fred"]] = None,
**kwargs
) -> OBBject:
"""Sterling Overnight Index Average.
SONIA (Sterling Overnight Index Average) is an important interest rate benchmark. SONIA is based on actual
transactions and reflects the average of the interest rates that banks pay to borrow sterling overnight from other
financial institutions and other institutional investors.
Parameters
----------
start_date : Union[datetime.date, None, str]
Start date of the data, in YYYY-MM-DD format.
end_date : Union[datetime.date, None, str]
End date of the data, in YYYY-MM-DD format.
provider : Optional[Literal['fred']]
The provider to use for the query, by default None.
If None, the provider specified in defaults is selected or 'fred' if there is
no default.
parameter : Literal['rate', 'index', '10th_percentile', '25th_percentile', '75th_percentile', '90th_percentile', 'total_nominal_value']
Period of SONIA rate. (provider: fred)
Returns
-------
OBBject
results : List[SONIA]
Serializable results.
provider : Optional[Literal['fred']]
Provider name.
warnings : Optional[List[Warning_]]
List of warnings.
chart : Optional[Chart]
Chart object.
extra: Dict[str, Any]
Extra info.
SONIA
-----
date : date
The date of the data.
rate : Optional[float]
SONIA rate.
Example
-------
>>> from openbb import obb
>>> obb.fixedincome.rate.sonia(parameter="total_nominal_value")
""" # noqa: E501
return self._run(
"/fixedincome/rate/sonia",
**filter_inputs(
provider_choices={
"provider": self._get_provider(
provider,
"/fixedincome/rate/sonia",
("fred",),
)
},
standard_params={
"start_date": start_date,
"end_date": end_date,
},
extra_params=kwargs,
)
)