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* change location * check something * add cache * fixed auth w/@IgorWounds and @montezdesousa * fixes for econometrics * include Darren auth suggestions * some routers included if dev + chg hub backend var * coverage router should not be here * update docker readme * forgot to check auth here * Change extension imports * update docstrings and readme * headers function wasnt being called, just referenced * relative import * econometrics add headers everywhere * Fix QA * Fix TA * Fix test * Fix python interface QA and TA * Lint * Cleanup * Change path * make the changes and some etf models * tests for command_runner * ruff * solving naming issues on pytest * Update some docstrings, fix typos and lint * solving econometrics instantiating wrong openbb * chaging the way pytest runs * messing around with the imports * ruff * Change template to add platform considerations (#5533) * change template to add platform considerations * @the-praxs suggestions * solving __pycache__ issue * removing typo * ci yml * making linters happy (i guess) * Improve Omega Ratio and docstrings * chaging pro validation hash * ruff * Fix OLS Summary and lint * Add OECD Provider for economy extension (#5534) * Add record to docs * update a couple of cboe models * Fix econometrics bugs. Make tests pass. Lint. * black * ruff * pydantic v2: remove deprecated Extra * pydantic v2: self.dict -> self.model_dump * revert pydantic * revert the revert * try 1: pin urllib3 < 2 * Revert "try 1: pin urllib3 < 2" This reverts commit3736c311cb. * Revert dep * Fix * re-lock * Skip all tests when doing cspell in pre-commit * Resolve linter errors * Add OECD to install script * Add OECD * Resolve more linter errors * Exclude static files of v4 python from ruff * More linting * Another attempt to resolve even more linting errors * Change how Literal is used * ticker. symbol. consistent. @piiq * change ticker field in Stock Search to is_symbol * Update Cboe model for stocks_search -> is_symbol parameter. * Fix issue * Lint * Small QA to rename SDK to Platform (#5544) * SDK -> Platform in docs * renamed in core * renamed in openbb `init` * `sdk` variable renamed as `platform` --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * `validator` -> `field_validator` in standard models * Standard convention for multi-ticker symbols (#5549) * standardize symbol input param in forex and crypto historical data * static * linting * Fix stock_search integration test params * Update dependencies and linting on the CI (#5550) * Remove ruff and black from platform dependencies * Update codespell configuration * Lint python code * Add toml and tomli to root dev dependencies * Update requirements.txt files * Fix buggy docstring in python package methods (#5548) * fix buggy docstring for methods * remove space * fix typing * avoid name collision with validator * Revert "avoid name collision with validator" This reverts commit8a30a44555. * typing * rebuild * python 3.8, ParamSpec not available * lint * ruff noqa * Merge with develop (#5551) * Charting extension integration tests (#5547) * initial proposal for integration tests on the charting extension * int tests for charting generation * python generator * ruff * boilerplate templates * python tests * tests for the api * using body instead so data don't get redefined * unit tests for coverage * ruff * docstrings * unnecessary access to keys() * Add trading economics economic calendar * dev install * Data Models disposition on the website (#5538) * pydantic v4 * flat structure * md files * Revert "md files" This reverts commitbd2170e2ad. * improve command descriptions * nice title and description * human readble data model names on left panel * implementation details section * content markdown files * markdown versioned files * showcase page * updates --------- Co-authored-by: tehcoderer <me@tehcoderer.com> * everything except tests * fix `datetime.date` import in fetcher test * modified url to remove `api_key` placeholder * record test * api key is called c here * fixed fetcher test for api key * recorded tests * refactor * life is ruff * codespell * Make Intrinio options chains great again (#5540) * add multithreading * cleanup * linting * use dateutil.parser * removed `TICKER_EXCEPTIONS` * modified `date` and `type` fields in standard model * set alias for `date` and `type` to match standards * static * static * Hotfix/fix post tests (#5555) * Fix econometrics * Fix ta * Fix qa. Remove intrinio to not be rate limited * Lint * Fix typo * obbject tests (#5558) * obbject tests * ruff * fix dev_install * fix unittests * black on nox * black on nox * nox * fix fetcher test so it can compare dates * fix intrinio tests * ruff * change to model_dum() instead (#5561) * Passing tests (#5560) * Passing tests * fix options * Fix most tests and bugs * fix forex missing params * make symbol upper in polygon fx pairs * fix fixedincome integration tests (#5564) * Fixing charting api integration tests (#5562) * fixing charting api integration tests * black * fix stocks less five API fails * fix the 5 failing stocks integration tests * recapture fmp stock news unit test * fix fmp forex api test * couple more forex integration fixes * changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change * ruff * fix ta * add missing param * fix testers for the api * fix globalnews to use images instead of image * remove unncessary pandas import * econcal int tests * update gitignore * fix get_querystring to support lists * add missing parameters --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Stock Historical standardization and UX improvements (#5457) * polygon add interval standard param * attempt at standardization * Alpha Vantage params standardization * rename `get_intervals` and fixed bug for extracting wrong value * missed changing it in `extract_data` * linting * polygon cleanup * modified `start_date` & `end_date` type to `datetime` from `dateType` * standardized intrinio stock historical params * fixed yfinance * linting * revert start and end date to dateType from datetime * fix alpha vantage * changed param * fix intrinio infinite loop * `validator` is `field_validator` * revert time params and fixed intervals * `outputsize` alias set in `Field` * set interval description using in-build dict * yfinance stock param standardization * static * intrinio cleanup * Polygon add api params as `PrivateAttr` * modified yfinance params to `PrivateAttr` * intrinio remove overriding date params * fixed description for AV adjusted param * fix alpha vantage intraday not working * re-record and pass unit tests * pass integration tests * Update test --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix econcal endpoint (#5567) * fix econcal for python interface * fix econcal tests * fix non supported json output * Fixes FMP index endpoint to get 1 day interval data (#5535) * fix FMP endpoint for getting index data for `1day` interval * fix `open` type to prevent validation error * modifed `validator` to `field_validator` * type of fields is `StrictFloat` * re-record and pass test * linting * `validator` -> `field_validator`, a3'd everything * Fix regression in tests. Lint * updating the integration test actions * Fix typo * Fix typo * Fix import * Publish versions `a3` to Pypi (#5568) * bump versions and script to publish * small improvements * uncomment exception * openbb * publishing guidelines * improve docs * add providers to economy api * make symbol required in stock_quote * Fix keys * Fix oecd * add comma * revert * Add quotes * Sleep * Improve tests * Improve * Feature/query transform (#5566) * inject query into transform_data * swap query and data * update missing fetchers * last test failing * sig test fetcher * black * av add `query` to `transform_data` call * transform_data: missing refactoring * fix uvicorn command in the doc * Automated examples (#5576) * Automated examples * Fix bug * Lint * static assets built on 3.8 * Revert "static assets built on 3.8" This reverts commitfb82ff7bd9. * remove assets * static assets on 3.8 * static assets on 3.8 * Wrap in quotes * Improve wrap * minor fix * rebuild 3.8 * Fix bug * Fix edge case * Lint * rebuild --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * use SecretStr for sensitive fields (#5578) * use SecretStr for sensitive fields * fix * docstring * Add tests for provider (#5583) * Add tests for provider * Test standard models * Lint * Fix standard model issues. Co-authored-by: @the-praxs * linting * `symbol` -> `is_symbol` in `economy.index_search` * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546) * add biztoc provider * duplicate field * black * request headers * recapture test * move stuff around * add integration tests * duplicate OECD entry in dev_install * duplicate entry for oecd in pyproject.toml * Add Biztoc to workflow * update readme: credentials * Add Preferences to README * improve tests * fix biztoc * obbject pylint * Bug fix: serializ SecretStr before dumping to json * export credentials as json (#5592) * Check for wrong, changed, or outdated params. (#5597) * Improving `economy.cpi` for the FRED data (#5602) * remove multiindex using coding magic * Update field descriptions --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Improve error message. * Improve * Test tests (#5607) * Test tests * Add test * 4.0.0a4 PyPI publishing (#5608) * changes to publish * fix mini conflict * typo * cleaned `descriptions.py` * fix description in `cpi.py` * Add ETF extension to v4 (#5609) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add ETF historical price from yfinance (#5610) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add etf historical price standard model and route * Add etf historical data from yfinance * Add unit tests * Fix linter error. Organize imports * Update test data * Revert common descriptions erased by CPI PR * remove `symbol` from data for `stocks.ca.peers` * Test docstrings (#5613) * Test docstrings * fix minor bugs w/@IgorWounds * static only w/@IgorWounds * fix `importance` param in `economy.econcal` * right static only w/@IgorWounds * Fix econcal and add tests to noxfile * fix econcal static * re-record --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Clean up the newly created ETF extension (#5611) * Add ETF to dev_install bundle * Add integration tests for openbb-etf * Patch integration test generator scripts to produce lintable code * Add py.typed markers for extensions * user preferences descriptions (#5593) * user preferences descriptions * typo * Feature/v4-sec-provider: Add SEC provider to V4 (#5556) * coerce string type, add default=None * add sec provider and FTD function * update description * ruff * data model definitions in standard model already * duplicate oecd entries in dev_install and pyproject * actually commit * integration test * add stock search to SEC * add company filings for SEC provider * integration tests * remove duplicated line * ruff * **kwargs in Transform Data * some helper functions for later * black * add helper for mutual fund and etf lookup * add some SEC lookup helpers to a new regulators extension * black * ruff * fix test param * take institution filter out of sec stock_search * ruff * remove URL that codespell doesn't like * add cik-to-ticker map * add litigations rss feed * make openbb-regulators a dependency of openbb-sec * add SIC search * improve ftd and remove BeautifulSoup from SEC dependencies * fix parsing the zip files pre-2009 * ruff * update descriptions * recapture ftd test * tests params * typo * change limit param to 1 in test_sec_stock_ftd * Add didiers to_records method (#5588) * Add didiers to_records * unused import * Bring back polars + do what igor suggested * Make the output consistent with what it was. * Black ? * spelling. oops. almost like we have a pre commit or something * Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618) * coerce string type, add default=None * add price_performance endpoint from FMP * black * extra period in docstring * ruff * forgot one file * Feature/ipo-calendar: V4 IPO Calendar (#5605) * coerce string type, add default=None * add intrinio ipo calendar * fix typo * sort __init__ * fix description * make requested changes * update test params * black * test updates * etf integration * Add disc router and WSJ provider * OBBject extensions (#5612) * changes to core * bug? * docstring * doc * Update credentials.py * fix model_dump * create extensions * fix docstring * doc * revert change query_exc * doc * fix container test * redirect obbject test patch * doc * rename method * move decorator to extension file * rename method extend_obbject * changes in creds model * avoid credential racing * doc * rename prop * doc * doc * remove comment * comment some code * free extension names * docstring * doc * docs * Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580) * coerce string type, add default=None * adds fmp to economic calendar and fixes some things with TE * ruff * etf integration test * missing provider for test * rename te cassette to economic_calendar * fix test * rename tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add stocks disc endpoints (#5630) * Add stocks disc endpoints * Explicit * Lint * Add tests * Bump timeout * Feature/disc router (#5616) * Add disc router and WSJ provider * Lint * Lint * Move endpoints under ETF router * Update etf_performance.py * Add ETF info and sector exposure from FMP (#5620) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Fix linter errors after the merge * Fix more linter errors * Fix failing and add missing tests * Fix integration tests * Fix calendar ipo tests * Add ETF holdings and holding report dates from FMP (#5629) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Add etf holdings and holdings date routes and standard models * Add fmp holdings and holding dates fetchers * Update holdings fetcher to properly handle date object inputs * Add unit tests * Add integration tests * Black after merge * Fix test input data format * Disc router for equities. (#5640) * Disc router for equities. * add tests * Bug fixes in financial statements (#5537) * `validator` to `field_validator` in standard models * Polygon add `ttm` to `period` param * Revert "Polygon add `ttm` to `period` param" * Polygon add `ttm` to param `period` * `EarningsCallTranscript` standard model removed `quarter` param * use `tag` instead of `name` for correct field name * fix url for intrinio income statement * modified intrinio cash flow `transform_data` function * set optional data fields and validate dates * fix insider trading not fetching recent data * linting * refactoring * refactoring * set param alias in fmp stock insider provider model * get all quarter data for intrinio * add `limit` param to `stocks.fa.ins` * refactoring and linting * removed additional comment * linting * re-recorded and fix tests * cash flow standard model field type to `StrictFloat` * Intrinio cash flow model fixed to get all quarters' data * linting * refactoring * financial statement standard model field type to `StrictFloat` * Intrinio financial statement model get all quarter data * set `period` type to `Optional[str]` * add `period` param to balance sheet provider models * add `period` param to cash flow provider models * use alias in model dump * remove `ttm` from `period` param * revamped intrinio financials * fixed incorrect description for `limit` param * modified tests for `balance`, `cash` and `income` * re-recorded tests * skipped intrinio financial statement fetcher tests * Add ETF county weighting command with FMP data (#5645) * Remove code that wrongfully infers the filing date as end of quarter * Add etf countries command with fmp data * Add countries command to etf router * Update sector and country weighting fmp models * Fix docstring typo * Add unit tests and update mock data * Add integration tests for etf.countries * Bring back missing integration tests * Fix economic calendar integration tests * fix missing data in intrinio financials * removed inutile params from Polygon financial statement models * Intrinio IPO overhaul * tests fixed and re-recorded * Add ETF holdings performance with FMP data (#5659) * Add etf holdings performance endpoint * Add tests * Fix failing polygon fetcher tests * Split long holdings lists into chunks and update test data * Change chunk length to 500 tickers * Add stock search from FMP (#5642) Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Feature/v4 pypi (#5579) * improvements to the publish script * move scripts * initial script that builds the package * adjustments on the docs * test pypi workflow * add hour and minute to version * black * ruff * duplicate file * moving files instead * build throught the script instead * update nox file * integration tests workflow * change workflow * fix dev_install * fix in sed cmd * testing the platform only * commenting out the publishing * fix run commands * improvements to the publish script and doc * fix publish script * updating the script and the workflow * feature/v4-pypi nightly (#5589) * init * Update nightly.py * cleanup * init file * not referencing dev_utils * updating obb platform key * revert * Increase warmup time * project name on pyproject and adding the --pre flag on readme * moving to the build folder * fix noxfile * reflecting the moves on the import statements * fix pyproject path * ruff * fix paths * fix super typo * update workflows * moving the pypi terminal files into its folder --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * economy.calendar nasdaq (#5628) * add quandl econcal * unittest * add integration tests * replace   * fix bug TE importance * small fix * remove stuff from quandl * add nasdaq provider * add nasdaq to install files * Update test_economy_api.py * test * quandl leftovers * remove quandl econcal test * lint * replace   * ruff * lint * update nasdaq gmt * validate countries * here * no need for this * fix calendar tests * static * static * remove error * static * readme + website * readme * remove changes TE * typo * fix unittest * fix tests * Update __init__.py * Update economic_calendar.py * revamped model and added helpers for date range --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672) * add nasdaq dividend calendar and move out of fundamental_analysis * black * ruff * add random-user-agent to pyproject.toml * add nasdaq ipo calendar * add nasdaq flag for SPO to IPO calendar * add spo test param * black * dividend test * fix transform_query - nasdaq_calendar_ipo * bring back different headers for ipo calendar * remove references to test * Add disc endpoints (#5660) * Add Quandl top retail * Add tests * Add Seeking Alpha * Add Filings * Change Provider * Fix test * Add dev_install * static * static correct * y u forget me * updated deps * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * using dev install (#5673) * Expanding the `fixedincome` menu (#5655) * models and fetcher * making the fetcher visible * std model * adding the command * improvements to the models * typo * adding the command * imrpovements to dwpcr * standard model for ecb int rates * adding the fetcher for fred * standard model of ice bofa * add ice_bofa command * ruff * ice bofa fetcher * moody std model * moody * std model * add cp command * unused import * cp * spot * ruff * hqm * tmc * ffrmc * tbffr * ruff * typing fixes * buggy dates * fred fetcher tests * ruff * adding ecb as a provider * adding new provider related stuff * adding the new command eu_ycvr * models * test for ecb fetcher * Feature/v4 fixedincome int tests (#5661) * integration tests * happy ruff * mini adjustment * ruff * typo * verbose type * fix tests * docstrings everywhere and an happy pydocstyle * fix tests * Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621) * add user preference for storing cached data * ruff * fix tests? * fix test key error..? * etf integration test fix * add cache dir to SEC * black * improve docs structure for V4 (#5586) * improve docs structure for V4 * moving over changes * Add Docs to the navbar * add some, re-order sidebar * fix sentence * add docs install to source instructions * insert a couple of links, fix a typo * big terminal docs usage revamps * improve toggle component for tutorials * get rid of TOCs for all terminal docs for consistency and simplicity * improve platform docs * improve bot docs content structure * remove index from bot docs * improve ON THIS PAGE to only display TOC if at least 1 element * make edit this page text and icon on same line * add author and date to docs * add basic syntax page to usage * sidebar order for usage section * move api start command to the top with the import python import * some install page additions * small improvement * refactor routines section * Update introduction-to-routines.md * Update pipeline-of-commands.md * Update introduction-to-routines.md * Update routines-for-power-users.md * Update community-routines.md * update keyboard hotkey macros * askobb page * Update askobb-feature.md * Update index.md * Update index.md * Update index.md * Update index.md * fix images * remove HeadTitle from all files where it exist * get rid of extra spacing in markdown * small update * small edit * need index at the start because of main path when homepage of docs * use openAI to create SEO for front matter on my behalf * remove table of content from sdk page * finish improving metadata SEO for SDK docs * update duplicate header * update HeadTitle to be more specific on product * remove index from bot telegram reference * delete duplicated title for platform reference * another update * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * start PR so screenshots can get attached via GitHub website * Update qa.md * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * Update crypto introduction.md * titles * another title * Update crypto dd.md * Update defi.md * Update disc.md * Update nft.md * Update onchain.md * Update ov.md * Update introduction.md updates URL * Update introduction.md add HeadTitle * Update ba.md * Update comparison.md * Update dark-pool-shorts.md * Update disc.md * fix docs (#5646) * Update fa.md * Update gov.md * Update ins.md * Update tradinghours.md * Delete website/content/terminal/menus/stocks/options/screener.md * Update Options introduction.md * Update screener head title * Update screener TOC * Update econometrics.md * Update economy head title * Update etf.md * codespell * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Contributing guidelines (#5615) * intro section * what's expected sections * improve sections * improve sections and move how to add a data point * moving qa under contributor * better intro * moving the sharing section * better expectations * small intro to the contributor guidelines * moving things under the contributor section * there is no pre commits on the platform yet * dependency management * best practices for extensions * typo * collapse options subfolder * codespell * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update fixedincome.md * url * Update forecast.md * Update settings.md (#5665) * Update forex.md * fix front matter (#5667) * Fix conflict markers that got into markdown during previous merges * Fix front matter list formatting * Fix typo * small thing * fix hyperlinks * Update .codespell.ignore * output_type options * Architectural considerations * Update sidebar to hide pro section by default * Minor copy changes * TET pattern * import statements * clarification on preferences * Minor copy changes * Lint markdown and python * fix: open index on collapsible root elements * remove old content * options title * Fix linting errors * Refactor sidebar label to url mapping condition --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Add multi-ticker support to etf_countries (#5670) * add multi-ticker support to etf_countries * remove commented-out lines * normalized percent points * percent -> percentage * Fix Nasdaq Econ Calendar Fetcher (#5668) * fix nasdaq econ cal request * more html tags * add random-user-agent to pyproject * another edge case - 24H -> 00:00 * Feature/v4-unusual-options: Adds unusual options endpoint. (#5677) * add unusual options fro Intrinio * test params * move sorting * Change type * update FMP fetcher to use the V4 endpoint (#5681) * Fix price performance not parsed correctly when there is only 1 ticker (#5678) * Add crypto search standard model and FMP data for it (#5679) * Apply renaming to news data (#5684) * inegration complete * reformatted for black * fix ruff issues * revised integration * changes to versions in pyproject.toml and updated lock files * Rename models * Update tests * Fix typos here and there * Update routers * Apply rename to ultima * Properly mock api key * Mock ultima api key --------- Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Feature/v4-market-snapshots: Adds full market snapshots (#5473) * add stocks market snapshots from fmp * add fmp fetcher test * unused imports * add polygon to market_snapshots * update fmp market_snapshots * black * pydantic2 things * updates * change validate_obj to model_validate * polygon cleanup * tests * descriptions * black * data description * minor adjustments, using less local variables, improving readability and removing pandas * better structure * minor adjustments * lint * fix int tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617) * coerce string type, add default=None * add polygon stock quote * limit cleanup * add greater/less than to params * limit param * black * tests * fix tests * test_etf * rename model and function to NBBO * add standard model for nbbo * improve standardization * not redifining builtin max * fix input params * integration test params * removing unused import Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * revamped code * re-recorded nbbo test * added symbol validator * added alias in field * Stock news -> Company news --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682) * merge quandl nd nasdaq * dev_install.py * test param name * economy python integration test * Add more input types to data processing commands (#5453) * adding more supported types to data processing commands * ruff * removing unused import * docstrings * data processing types covertion * data description * test filters * ruff * fix package builder tests * ruff * removing print * Add stocks/dps module (#5638) * short volume * pyproject missed * add sec short interest with days to cover * Add FINRA OTC endopoint * some tests * rest of unit tests * Integratin test scripts * dev install * linters caught by pre commit * lines too long * Last test files * maybe it needs a lock file? * thanks pratty * Maybe ill actually listen to pratty next time * sec test date freeze * I cant hit buttons * re record tests * tests 3 * Stockgrid test * regen int test * more testing * lint * moved these fns * dis killing me * one more test * last one * Update integration tests * Fix tests picking up wrong dps route --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename Forex to Currency (#5687) * restore fields as optional (#5686) * Rename Crypto (#5689) * added `crypto.price.historical` * static * fix tests * fix incorrect label * Move model from sec to finra (#5692) * Update toml * fixed deps * add openbb-etf lock file * cleanup * cleanup (#5694) * Rename Fixed Income (#5695) * Rename Fixed Income * Add routers * Rename stocks to equity (#5688) * Rename stocks folder * Rename openbb_stocks package * Rename routers * Reroute equity menu * Update routes based on feedback * StockNews -> EquityNews * StockInfo -> EquityProfile * Rename Equity calendars * Equity peers rename * Rename discovery * Rename fundamental * Rename price command models * Rename shorts * Update charting router * Fix seeking alpha upcoming release date * Fix linting errors * Update tests * Fix tests * Skip econometrics api tests because it's python only * Update integration tests and test data * Historical analyst estimates * Skip cboe options chain test. Unable to record vcr cassette * re-record cboe cassettes * Document CBOE unit test creation caveats --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Feature/files-for-igor: Adding a few standard models for Igor (#5699) * add some standard models for Igor * codespell * update descriptions * Add devtools metapackage (#5703) * Add openbb-devtools metapackage * adding devtools to the dev_install script --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Rename econometrics commands to be more verbose (#5702) * Expose command to model map (#5706) * Rename ta qa (#5708) * Rename ta folder * Rename ta to technical * Rename qa folder * Rename qa to quantitative * Rename the actual routes in quantitative * Equity cleanup (#5707) * cleanup * static * renaming to equity cc @the-praxs * Proof reading --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Don't enforce imperative for first word of the docstring * Remove ultima from default extensions * Rename `economy` and create `index` extension (#5705) * renamed economy and re-recorded tests * static * market indices * european indices * fred indices * index constituents * tests * correct package name * oops * static * linting * Move COT commands to regulators * Rename economy.list to available_indices * Rename GDP models and clean up * Fix charting tests * Drop _indices from available_indices command * Fix obbject to_dict test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename etf/disc (#5715) * Docs/v4-working-docs: PR to Work on V4 Docs (#5693) * Revert changes related to pydantic2 made into v3 code * Revert fred model changes in v3 * Revert pydantic2 databento model changes in v2 * Update some names and v3 lock file * Clean up openbb/package before the beta release * Platform publishing procedure (#5701) * update instructions * introducing the version script * publish message * fix platform path * reflecting version changes * getting version from installed packages instead * removing toml from dependencies * Changes to get `a7` out (#5697) * changes to get a7 out * etf menu on the pyproject.toml * poetry lock * bump `openbb-etf` to `a5` to match version * updated deps * removing ultima * removing references to a4 cc @the-praxs * Bump index menu version * poetry lock --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Update publishing instructions * Bump core dependencies in extensions and providers * Add changes to the publish script following the beta release * Update the versions in static extension map and openbb metapackage --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> 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: tehcoderer <me@tehcoderer.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
728 lines
21 KiB
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Vendored
728 lines
21 KiB
Plaintext
Vendored
# Data Models
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import ReferenceCard from "@site/src/components/General/ReferenceCard";
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<ul className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4 -ml-6">
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<ReferenceCard
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title="Cryptocurrency Historical Price"
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description="Cryptocurrency historical price data"
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url="/platform/data_models/CryptoHistorical"
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command="true"
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/>
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<ReferenceCard
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title="Cryptocurrency Search"
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description="Search available cryptocurrency pairs"
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url="/platform/data_models/CryptoSearch"
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command="true"
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/>
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<ReferenceCard
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title="Currency Historical Price"
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description="Currency historical data"
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url="/platform/data_models/CurrencyHistorical"
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command="true"
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/>
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<ReferenceCard
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title="Currency Search"
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description="Search available currency pairs"
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url="/platform/data_models/CurrencyPairs"
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command="true"
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/>
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<ReferenceCard
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title="Economic Calendar"
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description=""
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url="/platform/data_models/EconomicCalendar"
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command="true"
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/>
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<ReferenceCard
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title="Consumer Price Index (CPI) Data"
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description=""
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url="/platform/data_models/ConsumerPriceIndex"
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command="true"
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/>
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<ReferenceCard
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title="Forecasted GDP Data"
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description=""
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url="/platform/data_models/GdpForecast"
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command="true"
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/>
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<ReferenceCard
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title="Nominal GDP Data"
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description=""
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url="/platform/data_models/GdpNominal"
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command="true"
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/>
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<ReferenceCard
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title="Real GDP Data"
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description=""
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url="/platform/data_models/GdpReal"
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command="true"
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/>
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<ReferenceCard
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title="Historical Market Risk Premium"
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description=""
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url="/platform/data_models/RiskPremium"
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command="true"
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/>
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<ReferenceCard
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title="Upcoming and Historical Dividend Calendar"
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description=""
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url="/platform/data_models/CalendarDividend"
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command="true"
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/>
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<ReferenceCard
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title="Upcoming and Historical earnings calendar"
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description=""
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url="/platform/data_models/CalendarEarnings"
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command="true"
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/>
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<ReferenceCard
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title="Upcoming and Historical IPO Calendar"
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description=""
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url="/platform/data_models/CalendarIpo"
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command="true"
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/>
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<ReferenceCard
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title="Calendar Splits"
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description="Show Stock Split Calendar"
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url="/platform/data_models/CalendarSplits"
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command="true"
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/>
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<ReferenceCard
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title="Equity Peers"
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description="Company peers"
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url="/platform/data_models/EquityPeers"
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command="true"
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/>
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<ReferenceCard
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title="Weekly aggregate trade data for Over The Counter deals"
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description="ATS and non-ATS trading data for each ATS/firm with trade reporting obligations under FINRA rules"
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url="/platform/data_models/OTCAggregate"
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command="true"
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/>
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<ReferenceCard
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title="Get the most active Equities"
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description=""
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url="/platform/data_models/EquityActive"
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command="true"
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/>
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<ReferenceCard
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title="Get aggressive small cap Equities"
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description=""
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url="/platform/data_models/EquityAggressiveSmallCaps"
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command="true"
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/>
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<ReferenceCard
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title="Get the most-recent filings submitted to the SEC"
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description=""
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url="/platform/data_models/DiscoveryFilings"
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command="true"
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/>
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<ReferenceCard
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title="Get the top Equity gainers"
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description=""
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url="/platform/data_models/EquityGainers"
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command="true"
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/>
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<ReferenceCard
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title="Get growth tech Equities"
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description=""
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url="/platform/data_models/GrowthTechEquities"
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command="true"
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/>
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<ReferenceCard
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title="Get the top Equity losers"
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description=""
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url="/platform/data_models/EquityLosers"
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command="true"
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/>
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<ReferenceCard
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title="Tracks over $30B USD/day of individual investors trades"
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description="It gives a daily view into retail activity and sentiment for over 9,500 US traded stocks, ADRs, and ETPs"
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url="/platform/data_models/TopRetail"
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command="true"
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/>
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<ReferenceCard
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title="Get undervalued growth Equities"
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description=""
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url="/platform/data_models/EquityUndervaluedGrowth"
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command="true"
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/>
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<ReferenceCard
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title="Get undervalued large cap Equities"
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description=""
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url="/platform/data_models/EquityUndervaluedLargeCaps"
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command="true"
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/>
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<ReferenceCard
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title="Get upcoming release days"
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description=""
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url="/platform/data_models/UpcomingReleaseDays"
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command="true"
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/>
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<ReferenceCard
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title="Price Target Consensus"
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description="Price target consensus data"
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url="/platform/data_models/PriceTargetConsensus"
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command="true"
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/>
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<ReferenceCard
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title="Historical Analyst Estimates"
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description="Analyst stock recommendations"
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url="/platform/data_models/AnalystEstimates"
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command="true"
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/>
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<ReferenceCard
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title="Price Target"
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description="Price target data"
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url="/platform/data_models/PriceTarget"
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command="true"
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/>
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<ReferenceCard
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title="Balance Sheet"
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description="Balance sheet statement"
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url="/platform/data_models/BalanceSheet"
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command="true"
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/>
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<ReferenceCard
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title="Balance Sheet Statement Growth"
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description="Information about the growth of the company balance sheet"
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url="/platform/data_models/BalanceSheetGrowth"
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command="true"
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/>
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<ReferenceCard
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title="Cash Flow Statement"
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description="Information about the cash flow statement"
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url="/platform/data_models/CashFlowStatement"
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command="true"
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/>
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<ReferenceCard
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title="Cash Flow Statement Growth"
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description="Information about the growth of the company cash flow statement"
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url="/platform/data_models/CashFlowStatementGrowth"
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command="true"
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/>
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<ReferenceCard
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title="Historical Dividends"
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description="Historical dividends data for a given company"
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url="/platform/data_models/HistoricalDividends"
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command="true"
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/>
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<ReferenceCard
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title="Historical Earnings for a given company"
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description=""
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url="/platform/data_models/CalendarEarnings"
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command="true"
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/>
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<ReferenceCard
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title="Historical Employees"
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description="Historical number of employees"
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url="/platform/data_models/HistoricalEmployees"
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command="true"
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/>
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<ReferenceCard
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title="Company Filings"
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description="Company filings data"
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url="/platform/data_models/CompanyFilings"
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command="true"
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/>
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<ReferenceCard
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title="Historical Stock Splits"
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description="Historical stock splits data"
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url="/platform/data_models/HistoricalStockSplits"
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command="true"
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/>
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<ReferenceCard
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title="Income Statement"
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description="Report on a company's financial performance"
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url="/platform/data_models/IncomeStatement"
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command="true"
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/>
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<ReferenceCard
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title="Income Statement Growth"
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description="Information about the growth of the company income statement"
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url="/platform/data_models/IncomeStatementGrowth"
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command="true"
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/>
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<ReferenceCard
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title="Key Executives"
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description="Key executives for a given company"
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url="/platform/data_models/KeyExecutives"
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command="true"
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/>
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<ReferenceCard
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title="Get Executive Compensation"
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description="Information about the executive compensation for a given company"
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url="/platform/data_models/ExecutiveCompensation"
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command="true"
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/>
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<ReferenceCard
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title="Key Metrics"
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description="Key metrics for a given company"
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url="/platform/data_models/KeyMetrics"
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command="true"
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/>
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<ReferenceCard
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title="Equity Valuation Multiples"
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description="Valuation multiples for a stock ticker"
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url="/platform/data_models/EquityValuationMultiples"
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command="true"
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/>
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<ReferenceCard
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title="Company Overview"
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description="General information about a company"
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url="/platform/data_models/CompanyOverview"
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command="true"
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/>
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<ReferenceCard
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title="Extensive set of ratios over time"
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description="Financial ratios for a given company"
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url="/platform/data_models/FinancialRatios"
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command="true"
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/>
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<ReferenceCard
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title="Revenue Geographic"
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description="Geographic revenue data"
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url="/platform/data_models/RevenueGeographic"
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command="true"
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/>
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<ReferenceCard
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title="Revenue Business Line"
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description="Business line revenue data"
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url="/platform/data_models/RevenueBusinessLine"
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command="true"
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/>
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<ReferenceCard
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title="Earnings Call Transcript"
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description="Earnings call transcript for a given company"
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url="/platform/data_models/EarningsCallTranscript"
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command="true"
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/>
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<ReferenceCard
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title="Get a current, complete, market snapshot"
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description=""
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url="/platform/data_models/MarketSnapshots"
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command="true"
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/>
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<ReferenceCard
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title="Company News"
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description="Get news for one or more companies"
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url="/platform/data_models/CompanyNews"
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command="true"
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/>
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<ReferenceCard
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title="Get the complete options chain for a ticker"
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description=""
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url="/platform/data_models/OptionsChains"
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command="true"
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/>
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<ReferenceCard
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title="Get the complete options chain for a ticker"
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description=""
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url="/platform/data_models/OptionsUnusual"
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command="true"
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/>
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<ReferenceCard
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title="Stock Insider Trading"
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description="Information about insider trading"
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url="/platform/data_models/StockInsiderTrading"
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command="true"
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/>
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<ReferenceCard
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title="Institutional Ownership"
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description="Institutional ownership data"
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url="/platform/data_models/InstitutionalOwnership"
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command="true"
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/>
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<ReferenceCard
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title="Equity Ownership"
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description="Information about the company ownership"
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url="/platform/data_models/EquityOwnership"
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command="true"
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/>
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<ReferenceCard
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title="Share Statistics"
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description="Share statistics for a given company"
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url="/platform/data_models/ShareStatistics"
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command="true"
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/>
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<ReferenceCard
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title="Equity Historical price"
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description="Load stock data for a specific ticker"
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url="/platform/data_models/EquityHistorical"
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command="true"
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/>
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<ReferenceCard
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title="Equity Quote"
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description="Load National Best Bid and Offer for a specific equity"
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url="/platform/data_models/EquityNBBO"
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command="true"
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/>
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<ReferenceCard
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title="Price performance as a return, over different periods"
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description=""
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url="/platform/data_models/PricePerformance"
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command="true"
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/>
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<ReferenceCard
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title="Equity Quote"
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description="Load stock data for a specific ticker"
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url="/platform/data_models/EquityQuote"
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command="true"
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/>
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<ReferenceCard
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title="Equity Info"
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description="Get general price and performance metrics of a stock"
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url="/platform/data_models/EquityInfo"
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command="true"
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/>
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<ReferenceCard
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title="Equity Search"
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description="Search for a company or stock ticker"
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url="/platform/data_models/EquitySearch"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get reported Fail-to-deliver (FTD) data"
|
|
description=""
|
|
url="/platform/data_models/EquityFTD"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get reported Short Volume and Days to Cover data"
|
|
description=""
|
|
url="/platform/data_models/EquityShortInterest"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get reported Fail-to-deliver (FTD) data"
|
|
description=""
|
|
url="/platform/data_models/ShortVolume"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="ETF Country weighting"
|
|
description=""
|
|
url="/platform/data_models/EtfCountries"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the most active ETFs"
|
|
description=""
|
|
url="/platform/data_models/ETFActive"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the top ETF gainers"
|
|
description=""
|
|
url="/platform/data_models/ETFGainers"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the top ETF losers"
|
|
description=""
|
|
url="/platform/data_models/ETFLosers"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="ETF Historical Market Price"
|
|
description=""
|
|
url="/platform/data_models/EtfHistorical"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the holdings for an individual ETF"
|
|
description=""
|
|
url="/platform/data_models/EtfHoldings"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the holdings filing date for an individual ETF"
|
|
description=""
|
|
url="/platform/data_models/EtfHoldingsDate"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the ETF holdings performance"
|
|
description=""
|
|
url="/platform/data_models/EtfHoldingsPerformance"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="ETF Information Overview"
|
|
description=""
|
|
url="/platform/data_models/EtfInfo"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Price performance as a return, over different periods"
|
|
description=""
|
|
url="/platform/data_models/PricePerformance"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Search for ETFs"
|
|
description="An empty query returns the full list of ETFs from the provider"
|
|
url="/platform/data_models/EtfSearch"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="ETF Sector weighting"
|
|
description=""
|
|
url="/platform/data_models/EtfSectors"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Commercial Paper"
|
|
description="Commercial paper (CP) consists of short-term, promissory notes issued primarily by corporations. Maturities range..."
|
|
url="/platform/data_models/CommercialPaper"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="High Quality Market Corporate Bond"
|
|
description="The HQM yield curve represents the high quality corporate bond market, i.e., corporate bonds rated AAA, AA, or A...."
|
|
url="/platform/data_models/HighQualityMarketCorporateBond"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="ICE BofA US Corporate Bond Indices"
|
|
description="The ICE BofA US Corporate Index tracks the performance of US dollar denominated investment grade corporate debt..."
|
|
url="/platform/data_models/ICEBofA"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Moody Corporate Bond Index"
|
|
description="Moody's Aaa and Baa are investment bonds that acts as an index of the performance of all bonds given an Aaa or..."
|
|
url="/platform/data_models/MoodyCorporateBondIndex"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Spot Rates"
|
|
description="The spot rates for any maturity is the yield on a bond that provides a single payment at that maturity. This is a..."
|
|
url="/platform/data_models/SpotRate"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Euro Area Yield Curve"
|
|
description="Gets euro area yield curve data from ECB. The graphic depiction of the relationship between the yield on bonds of..."
|
|
url="/platform/data_models/EUYieldCurve"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Treasury Rates"
|
|
description="Treasury rates data"
|
|
url="/platform/data_models/TreasuryRates"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="US Yield Curve"
|
|
description="Get United States yield curve"
|
|
url="/platform/data_models/USYieldCurve"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Ameribor"
|
|
description="Ameribor (short for the American interbank offered rate) is a benchmark interest rate that reflects the true cost..."
|
|
url="/platform/data_models/AMERIBOR"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Discount Window Primary Credit Rate"
|
|
description="A bank rate is the interest rate a nation's central bank charges to its domestic banks to borrow money. The rates..."
|
|
url="/platform/data_models/DiscountWindowPrimaryCreditRate"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="European Central Bank Interest Rates"
|
|
description="The Governing Council of the ECB sets the key interest rates for the euro area: - The interest rate on the main..."
|
|
url="/platform/data_models/EuropeanCentralBankInterestRates"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Fed Funds Rate"
|
|
description="Get Effective Federal Funds Rate data. A bank rate is the interest rate a nation's central bank charges to its..."
|
|
url="/platform/data_models/FEDFUNDS"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Fed Funds Rate Projections"
|
|
description="The projections for the federal funds rate are the value of the midpoint of the projected appropriate target..."
|
|
url="/platform/data_models/PROJECTIONS"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Euro Short-Term Rate"
|
|
description="The euro short-term rate (€STR) reflects the wholesale euro unsecured overnight borrowing costs of banks located..."
|
|
url="/platform/data_models/ESTR"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Interest on Reserve Balances"
|
|
description="Get Interest Rate on Reserve Balances data A bank rate is the interest rate a nation's central bank charges to..."
|
|
url="/platform/data_models/IORB"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Sterling Overnight Index Average"
|
|
description="SONIA (Sterling Overnight Index Average) is an important interest rate benchmark. SONIA is based on actual..."
|
|
url="/platform/data_models/SONIA"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Secured Overnight Financing Rate"
|
|
description="The Secured Overnight Financing Rate (SOFR) is a broad measure of the cost of borrowing cash overnight..."
|
|
url="/platform/data_models/SOFR"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Treasury Constant Maturity"
|
|
description="Get data for 10-Year Treasury Constant Maturity Minus Selected Treasury Constant Maturity. Constant maturity is..."
|
|
url="/platform/data_models/TreasuryConstantMaturity"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Select Treasury Constant Maturity"
|
|
description="Get data for Selected Treasury Constant Maturity Minus Federal Funds Rate Constant maturity is the theoretical..."
|
|
url="/platform/data_models/SelectedTreasuryConstantMaturity"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Select Treasury Bill"
|
|
description="Get Selected Treasury Bill Minus Federal Funds Rate. Constant maturity is the theoretical value of a U.S...."
|
|
url="/platform/data_models/SelectedTreasuryBill"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Futures Historical Price"
|
|
description="Futures historical data"
|
|
url="/platform/data_models/FuturesCurve"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Futures Historical Price"
|
|
description="Futures historical data"
|
|
url="/platform/data_models/FuturesHistorical"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Available Indices"
|
|
description="Available indices for a given provider"
|
|
url="/platform/data_models/AvailableIndices"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Index Constituents"
|
|
description="Constituents of an index"
|
|
url="/platform/data_models/IndexConstituents"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Historical European Indices"
|
|
description=""
|
|
url="/platform/data_models/EuropeanIndices"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="European Index Constituents"
|
|
description="Constituents of select european indices"
|
|
url="/platform/data_models/EuropeanIndexConstituents"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Historical Fred Indices"
|
|
description="Close values for selected Fred indices"
|
|
url="/platform/data_models/FredIndices"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Historical Market Indices"
|
|
description=""
|
|
url="/platform/data_models/MarketIndices"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Index Search"
|
|
description="Search for indices"
|
|
url="/platform/data_models/IndexSearch"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Index Snapshots"
|
|
description="Current levels for all indices from a provider"
|
|
url="/platform/data_models/IndexSnapshots"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="S&P 500 Multiples"
|
|
description="Historical S&P 500 multiples and Shiller PE ratios"
|
|
url="/platform/data_models/SP500Multiples"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Company News"
|
|
description="Get news for one or more companies"
|
|
url="/platform/data_models/CompanyNews"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Global News"
|
|
description="Global news data"
|
|
url="/platform/data_models/GlobalNews"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Commitment of Traders Reports"
|
|
description="Lookup Commitment of Traders Reports by series ID"
|
|
url="/platform/data_models/COT"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Curated Commitment of Traders Reports"
|
|
description="Fuzzy search and list of curated Commitment of Traders Reports series information"
|
|
url="/platform/data_models/COTSearch"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the CIK number corresponding to a ticker symbol"
|
|
description=""
|
|
url="/platform/data_models/CikMap"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Look up filings to the SEC by ticker symbol or CIK"
|
|
description=""
|
|
url="/platform/data_models/Filings"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Look up institutions regulated by the SEC"
|
|
description=""
|
|
url="/platform/data_models/InstitutionsSearch"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="The RSS feed provides links to litigation releases concerning civil lawsuits brought
|
|
by the Commission in federal court"
|
|
description=""
|
|
url="/platform/data_models/RssLitigation"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get lists of SEC XML schema files by year"
|
|
description=""
|
|
url="/platform/data_models/SchemaFiles"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Fuzzy search for Industry Titles, Reporting Office, and SIC Codes"
|
|
description=""
|
|
url="/platform/data_models/SicSearch"
|
|
command="true"
|
|
/>
|
|
<ReferenceCard
|
|
title="Get the ticker symbol corresponding to a company's CIK"
|
|
description="Enter the CIK as a string, e.g. '0001067983'. This function is not intended for funds"
|
|
url="/platform/data_models/SymbolMap"
|
|
command="true"
|
|
/>
|
|
</ul>
|