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OpenBB/openbb_platform/extensions/equity/integration/test_equity_api.py
Danglewood 04df52d06a feature/finviz-provider: Adds Community Finviz Provider Extension (#5952) 
* add finviz provider

* recapture tests

* recapture tests again?

* invalid test param

* static packages

* units_measurement -> unit_measurement

* static packages as core only

* openbb_core version bump in pyproject.toml

* try adding user-agent to test response

* fix tests

* linting

* provider model cosmetic changes

* fix install script and typo in openbb toml

* static

* fix: re-record unittests

* empty data error

* definitions as a file

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2024-01-22 20:21:48 +00:00

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"""API integration tests for equity extension."""
import base64
from datetime import time
import pytest
import requests
from extensions.tests.conftest import parametrize
from openbb_core.env import Env
from openbb_core.provider.utils.helpers import get_querystring
# pylint: disable=too-many-lines,redefined-outer-name
@pytest.fixture(scope="session")
def headers():
userpass = f"{Env().API_USERNAME}:{Env().API_PASSWORD}"
userpass_bytes = userpass.encode("ascii")
base64_bytes = base64.b64encode(userpass_bytes)
return {"Authorization": f"Basic {base64_bytes.decode('ascii')}"}
@parametrize(
"params",
[
({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"period": "annual",
"fiscal_year": None,
"limit": 2,
}
),
(
{
"provider": "polygon",
"include_sources": True,
"order": "asc",
"sort": "filing_date",
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"filing_date": "2022-10-27",
"filing_date_lt": "2022-11-01",
"filing_date_lte": "2022-11-01",
"filing_date_gt": "2022-10-10",
"filing_date_gte": "2022-10-10",
"period_of_report_date": "2022-09-24",
"period_of_report_date_lt": "2022-11-01",
"period_of_report_date_lte": "2022-11-01",
"period_of_report_date_gt": "2022-10-10",
"period_of_report_date_gte": "2022-10-10",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "yfinance",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_balance(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/balance?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "limit": 10, "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_balance_growth(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/balance_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"start_date": "2023-11-05", "end_date": "2023-11-10", "provider": "fmp"}),
({"start_date": "2023-11-05", "end_date": "2023-11-10", "provider": "nasdaq"}),
],
)
@pytest.mark.integration
def test_equity_calendar_dividend(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/dividend?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"start_date": "2023-11-05", "end_date": "2023-11-10", "provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_calendar_splits(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/splits?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"start_date": "2023-11-09", "end_date": "2023-11-10", "provider": "fmp"}),
({"start_date": "2023-11-09", "end_date": "2023-11-10", "provider": "nasdaq"}),
],
)
@pytest.mark.integration
def test_equity_calendar_earnings(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/earnings?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"provider": "intrinio",
"symbol": "AAPL",
"period": "ttm",
"fiscal_year": 2015,
"limit": 4,
}
),
(
{
"provider": "polygon",
"include_sources": True,
"order": "asc",
"sort": "filing_date",
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"filing_date": "2022-10-27",
"filing_date_lt": "2022-11-01",
"filing_date_lte": "2022-11-01",
"filing_date_gt": "2022-10-10",
"filing_date_gte": "2022-10-10",
"period_of_report_date": "2022-09-24",
"period_of_report_date_lt": "2022-11-01",
"period_of_report_date_lte": "2022-11-01",
"period_of_report_date_gt": "2022-10-10",
"period_of_report_date_gte": "2022-10-10",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "yfinance",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_cash(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/cash?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "limit": 10, "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_cash_growth(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/cash_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "AAPL",
"start_date": "2020-01-01",
"end_date": "2021-01-01",
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"provider": "fmp",
}
),
(
{
"symbol": "AAPL,MSFT",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_management_compensation(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/management_compensation?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_historical_splits(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/historical_splits?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"limit": 100,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"limit": 3,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_dividends(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/dividends?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_employee_count(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/employee_count?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "period": "annual", "limit": 30})],
)
@pytest.mark.integration
def test_equity_estimates_historical(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/historical?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"period": "ytd",
"fiscal_year": 2020,
"limit": 4,
}
),
(
{
"provider": "polygon",
"include_sources": True,
"order": "asc",
"sort": "filing_date",
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"filing_date": "2022-10-27",
"filing_date_lt": "2022-11-01",
"filing_date_lte": "2022-11-01",
"filing_date_gt": "2022-10-10",
"filing_date_gte": "2022-10-10",
"period_of_report_date": "2022-09-24",
"period_of_report_date_lt": "2022-11-01",
"period_of_report_date_lte": "2022-11-01",
"period_of_report_date_gt": "2022-10-10",
"period_of_report_date_gte": "2022-10-10",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "yfinance",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_income(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/income?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "limit": 10, "period": "annual", "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_income_growth(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/income_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"provider": "fmp",
"symbol": "AAPL",
"limit": 10,
"transaction_type": None,
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"limit": 10,
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"ownership_type": None,
"sort_by": "updated_on",
}
),
],
)
@pytest.mark.integration
def test_equity_ownership_insider_trading(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/insider_trading?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "AAPL",
"include_current_quarter": True,
"date": "2021-09-30",
"provider": "fmp",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"limit": 100,
}
),
],
)
@pytest.mark.integration
def test_equity_ownership_institutional(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/institutional?{query_str}"
result = requests.get(url, headers=headers, timeout=20)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"limit": 100,
"provider": "intrinio",
}
),
(
{
"start_date": "2023-01-01",
"end_date": "2023-11-01",
"status": "priced",
"provider": "nasdaq",
"is_spo": False,
}
),
],
)
@pytest.mark.integration
def test_equity_calendar_ipo(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/ipo?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"provider": "fmp",
"symbol": "AAPL",
"period": "annual",
"limit": 100,
"with_ttm": False,
}
),
({"provider": "intrinio", "symbol": "AAPL", "period": "annual", "limit": 100}),
({"provider": "finviz", "symbol": "AAPL,GOOG"}),
],
)
@pytest.mark.integration
def test_equity_fundamental_metrics(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/metrics?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL"})],
)
@pytest.mark.integration
def test_equity_fundamental_management(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/management?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL"})],
)
@pytest.mark.integration
def test_equity_fundamental_overview(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/overview?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "date": "2023-01-01", "page": 1, "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_ownership_major_holders(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/major_holders?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "limit": 10, "provider": "fmp"}),
({"symbol": "AAPL", "provider": "finviz"}),
(
{
"symbol": "AAPL",
"limit": 10,
"provider": "benzinga",
# optional provider params
"fields": None,
"date": None,
"date_from": None,
"date_to": None,
"importance": None,
"updated": None,
"action": None,
"analyst": None,
"firm": None,
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_price_target(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/price_target?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL"})],
)
@pytest.mark.integration
def test_equity_estimates_consensus(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/consensus?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
(
{
"symbol": "AAPL",
"period": "ttm",
"fiscal_year": 2019,
"limit": 4,
"provider": "intrinio",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_ratios(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/ratios?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "period": "annual", "structure": "flat", "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_revenue_per_geography(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/revenue_per_geography?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "period": "annual", "structure": "flat", "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_revenue_per_segment(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/fundamental/revenue_per_segment?{query_str}"
)
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "form_type": "1", "limit": 100, "provider": "fmp"}),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-11-01",
"form_type": None,
"limit": 100,
"thea_enabled": None,
}
),
(
{
"symbol": "AAPL",
"limit": 3,
"type": "8-K",
"cik": None,
"provider": "sec",
"use_cache": False,
}
),
(
{
"cik": "0001067983",
"limit": 3,
"type": "10-Q",
"symbol": None,
"provider": "sec",
"use_cache": False,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_filings(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/filings?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL", "provider": "intrinio"}),
],
)
@pytest.mark.integration
def test_equity_ownership_share_statistics(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/share_statistics?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "year": 2023})],
)
@pytest.mark.integration
def test_equity_fundamental_transcript(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/transcript?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL"})],
)
@pytest.mark.integration
def test_equity_compare_peers(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/compare/peers?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"group": "country", "metric": "overview", "provider": "finviz"})],
)
@pytest.mark.integration
def test_equity_compare_groups(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/compare/groups?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
"provider": "yfinance",
}
),
(
{
"adjusted": True,
"extended_hours": True,
"month": "2023-01",
"output_size": "full",
"provider": "alpha_vantage",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-01-02",
"interval": "1m",
}
),
(
{
"adjusted": True,
"extended_hours": False,
"output_size": "full",
"month": "2023-01",
"provider": "alpha_vantage",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"provider": "cboe",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-01-02",
"interval": "1m",
"use_cache": False,
}
),
(
{
"provider": "cboe",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
"use_cache": False,
}
),
(
{
"limit": "30",
"provider": "fmp",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-01-02",
"interval": "1m",
}
),
(
{
"limit": "30",
"provider": "fmp",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"timezone": "UTC",
"source": "realtime",
"start_time": time(5, 30, 0),
"end_time": time(12, 0, 0),
"provider": "intrinio",
"symbol": "AAPL",
"start_date": "2023-06-01",
"end_date": "2023-06-03",
"interval": "1h",
}
),
(
{
"timezone": "UTC",
"source": "realtime",
"start_time": time(5, 30, 0),
"end_time": time(12, 0, 0),
"provider": "intrinio",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"sort": "desc",
"limit": "49999",
"adjusted": "True",
"provider": "polygon",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-01-02",
"interval": "1m",
}
),
(
{
"sort": "desc",
"limit": "49999",
"adjusted": "True",
"provider": "polygon",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"prepost": False,
"include": True,
"adjusted": False,
"ignore_tz": True,
"provider": "yfinance",
"symbol": "AAPL",
"start_date": "2023-06-01",
"end_date": "2023-06-03",
"interval": "1h",
}
),
(
{
"prepost": False,
"include": True,
"adjusted": False,
"ignore_tz": True,
"provider": "yfinance",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"provider": "tiingo",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"provider": "tiingo",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1M",
}
),
],
)
@pytest.mark.integration
def test_equity_price_historical(params, headers):
if params.get("provider") == "alpha_vantage":
pytest.skip("Alpha Vantage is premium.")
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/historical?{query_str}"
result = requests.get(url, headers=headers, timeout=40)
result = requests.get(url, headers=headers, timeout=40)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "provider": "fmp"})],
)
@pytest.mark.integration
def test_equity_fundamental_multiples(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/multiples?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"query": "ebit", "limit": 100, "provider": "intrinio"}),
],
)
@pytest.mark.integration
def test_equity_fundamental_search_attributes(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/search_attributes?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ebit",
"frequency": "yearly",
"limit": 1000,
"type": None,
"start_date": "2013-01-01",
"end_date": "2023-01-01",
"sort": "desc",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_historical_attributes(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/historical_attributes?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ceo",
}
),
(
{
"provider": "intrinio",
"symbol": "MSFT",
"tag": "ebitda",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_latest_attributes(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/latest_attributes?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"query": "AAPl", "is_symbol": True, "provider": "cboe", "use_cache": False}),
({"query": "Apple", "provider": "sec", "use_cache": False, "is_fund": False}),
({"query": "", "provider": "nasdaq", "use_cache": False, "is_etf": True}),
({"query": "gold", "provider": "intrinio", "active": True, "limit": 100}),
],
)
@pytest.mark.integration
def test_equity_search(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/search?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"industry": "REIT",
"sector": "Real Estate",
"mktcap_min": None,
"mktcap_max": None,
"price_min": None,
"price_max": None,
"volume_min": None,
"volume_max": None,
"dividend_min": None,
"dividend_max": None,
"is_active": True,
"is_etf": False,
"beta_min": None,
"beta_max": None,
"country": "US",
"exchange": "nyse",
"limit": None,
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_screener(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/screener?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"source": "iex", "provider": "intrinio", "symbol": "AAPL"}),
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL", "provider": "cboe", "use_cache": False}),
({"symbol": "AAPL", "provider": "yfinance"}),
],
)
@pytest.mark.integration
def test_equity_price_quote(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/quote?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "provider": "cboe"}),
({"symbol": "MSFT", "provider": "intrinio"}),
({"symbol": "AAPL,MSFT", "provider": "cboe"}),
({"symbol": "AAPL,MSFT", "provider": "intrinio"}),
({"symbol": "AAPL,MSFT", "provider": "finviz"}),
({"symbol": "AAPL,MSFT", "provider": "yfinance"}),
],
)
@pytest.mark.integration
def test_equity_profile(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/profile?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_gainers(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/gainers?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_losers(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/losers?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_active(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/active?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL,MSFT", "provider": "finviz"}),
],
)
@pytest.mark.integration
def test_equity_price_performance(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/performance?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_undervalued_large_caps(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/undervalued_large_caps?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_undervalued_growth(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/undervalued_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_aggressive_small_caps(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/discovery/aggressive_small_caps?{query_str}"
)
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"sort": "desc", "provider": "yfinance"})],
)
@pytest.mark.integration
def test_equity_discovery_growth_tech(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/growth_tech?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"limit": 10, "provider": "nasdaq"})],
)
@pytest.mark.integration
def test_equity_discovery_top_retail(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/top_retail?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"provider": "seeking_alpha"})],
)
@pytest.mark.integration
def test_equity_discovery_upcoming_release_days(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/discovery/upcoming_release_days?{query_str}"
)
result = requests.get(url, headers=headers, timeout=30)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"start_date": None,
"end_date": None,
"limit": 10,
"form_type": None,
"is_done": None,
"provider": "fmp",
}
),
(
{
"start_date": "2023-11-06",
"end_date": "2023-11-07",
"limit": 50,
"form_type": "10-Q",
"is_done": "true",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_discovery_filings(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/filings?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL"}),
({"limit": 24, "provider": "sec", "symbol": "AAPL", "skip_reports": 1}),
],
)
@pytest.mark.integration
def test_equity_shorts_fails_to_deliver(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/shorts/fails_to_deliver?{query_str}"
result = requests.get(url, headers=headers, timeout=20)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "provider": "stockgrid"})],
)
@pytest.mark.integration
def test_equity_shorts_short_volume(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/shorts/short_volume?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"symbol": "AAPL", "provider": "finra"})],
)
@pytest.mark.integration
def test_equity_shorts_short_interest(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/shorts/short_interest?{query_str}"
result = requests.get(url, headers=headers, timeout=60)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "CLOV",
"provider": "polygon", # premium endpoint
"timestamp_gt": "2023-10-26T15:20:00.000000000-04:00",
"timestamp_lt": "2023-10-26T15:30:00.000000000-04:00",
"limit": 5000,
"timestamp_gte": None,
"timestamp_lte": None,
"date": None,
}
),
],
)
@pytest.mark.integration
def test_equity_price_nbbo(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/nbbo?{query_str}"
result = requests.get(url, headers=headers, timeout=40)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL"}),
({"tier": "T1", "is_ats": True, "provider": "finra", "symbol": "AAPL"}),
],
)
@pytest.mark.integration
def test_equity_darkpool_otc(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/darkpool/otc?{query_str}"
try:
result = requests.get(url, headers=headers, timeout=30)
except requests.exceptions.Timeout:
pytest.skip("Timeout: `equity/darkpool/otc` took too long to respond.")
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"provider": "fmp", "market": "EURONEXT"}),
({"provider": "polygon"}), # premium endpoint
],
)
@pytest.mark.integration
def test_equity_market_snapshots(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/market_snapshots?{query_str}"
result = requests.get(url, headers=headers, timeout=20)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
({"symbol": "AAPL", "limit": 5, "provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_fundamental_historical_eps(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/historical_eps?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[({"provider": "tiingo", "symbol": "AAPL", "limit": 10})],
)
@pytest.mark.integration
def test_equity_fundamental_trailing_dividend_yield(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/trailing_dividend_yield?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@parametrize(
"params",
[
(
{
"symbol": "AAPL",
"statement_type": "income",
"period": "quarter",
"limit": 5,
"fiscal_year": None,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"statement_type": "cash",
"period": "annual",
"limit": 1,
"fiscal_year": 2015,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"statement_type": "balance",
"period": "annual",
"fiscal_year": None,
"limit": 10,
"provider": "intrinio",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_reported_financials(params, headers):
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/fundamental/reported_financials?{query_str}"
)
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
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