mirror of https://github.com/OpenBB-finance/OpenBB.git synced 2026-10-31 14:31:20 +00:00

Files

Danglewood 06e38834d0 feature/financials - PR for working on structure of financial statements. (#5794 )

* balance sheet draft

* balance_sheet draft

* cash_flow draft

* income_statement draft

* intrinio financials

* description

* period field

* ruff

* income statement

* field

* label - gross profit ratio

* cash flow statement

* investing order

* add option for caching to cashflow

* add caching to balance and income

* typos and update order for financial institutions

* replace 0 values with None

* add financial ratios from intrinio

* black

* missing test params

* balance cassette

* query param description

* symbol list warning

* black

* handle BRK-A and symbols with a dash for Intrinio

* fix typo error

* add free cash flow to bottom of cash flow statement

* amortization_expense

* dev_install.py

* undo dev_install.. wrong branch

* cash flow order things

* standardized cash flow

* fields

* integration tests

* cash flow model validator

* more polygon cash

* black

* black

* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py

wrong file

* balance sheet

* some cleanup

* ruff

* income statement

* black

* test params

* financial ratios async update

* recapture fmp and polygon tests

* yFinance financials

* yfinance tests

* delete financial_statements standard model

* intrinio balance sheet order

* fiscal year standard param

* remove file accidentally committed

* add reported_financials end point

* fiscal_year param for reported_financials

* fix url

* fmp test cassette

* add safe-guard with warning for fiscal year before 2008

* periods can only be annual and quarter

* url in docstring correction

* add fiscal_year param to intrinio standardized financials and ratios

* fix fmp ratios

* black

* rename fields as per Minh

* rogue field

* black

* Fix typo in a docstring

* Resolve linting errors

* type ignore

* disable=unused-argument

* changing the arg name cc @minhhoang1023

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

2023-12-19 12:26:13 +00:00

integration

feature/financials - PR for working on structure of financial statements. (#5794 )

2023-12-19 12:26:13 +00:00

openbb_equity

feature/financials - PR for working on structure of financial statements. (#5794 )

2023-12-19 12:26:13 +00:00

tests

OpenBB Platform v4 (#5225 )

2023-11-13 15:03:31 +00:00

poetry.lock

Release/4.0.0 (#5837 )

2023-11-30 18:48:27 +01:00

pyproject.toml

Release/4.0.0 (#5837 )

2023-11-30 18:48:27 +01:00

README.md

docs/working-docs: Working V4 Docs PR (#5747 )

2023-11-20 20:14:00 +00:00

README.md

OpenBB Equity Extension

This extension provides equity market data tools for the OpenBB Platform.

Features of the Equity extension include:

Access to various equity market data sources
Sub-modules such as:
- calendar for equity-specific events
- compare for peer analysis
- darkpool for dark pool shorts data
- discovery for equity discovery
- estimates for analyst estimates
- fundamental for fundamental analysis
- options for options
- ownership for internal and external ownership
- price for historical pricing data
- shorts for shorts data

Installation

To install the extension, run the following command in this folder:

pip install openbb-equity

For development please check Contribution Guidelines.

Documentation available here.