Files
OpenBB/openbb_platform/core
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
..
2023-12-13 12:13:43 +00:00
2023-12-13 12:13:43 +00:00
2023-12-05 14:39:42 +00:00

OpenBB Platform - Core

Overview

The Core extension serves as the foundational component of the OpenBB Platform. It encapsulates essential functionalities and serves as an infrastructural base for other extensions. This extension is vital for maintaining the integrity and standardization of the platform.

Key Features

  • Standardized Data Model (Data Class): A flexible and dynamic Pydantic model capable of handling various data structures.
  • Standardized Query Params (QueryParams Class): A Pydantic model for handling querying to different providers.
  • Dynamic Field Support: Enables handling of undefined fields, providing versatility in data processing.
  • Robust Data Validation: Utilizes Pydantic's validation features to ensure data integrity.
  • API Routing Mechanism (Router Class): Simplifies the process of defining API routes and endpoints - out of the box Python and Web endpoints.

Getting Started

Prerequisites

  • Python 3.8 or higher.
  • Familiarity with FastAPI and Pydantic.

Installation

Installing through pip:

pip install openbb-core

Note that, the openbb-core is an infrastructural component of the OpenBB Platform. It is not intended to be used as a standalone package.

Usage

The Core extension is used as the basis for building and integrating new data sources, providers, and extensions into the OpenBB Platform. It provides the necessary classes and structures for standardizing and handling data.

Contributing

We welcome contributions! If you're looking to contribute, please:

  • Follow the existing coding standards and conventions.
  • Write clear, documented code.
  • Ensure your code does not negatively impact performance.
  • Test your contributions thoroughly.

Please refer to our Contributing Guidelines.

Collaboration

Engage with the development team and the community. Be open to feedback and collaborative discussions.

Support

For support, questions, or more information, please visit OpenBB Platform Documentation.

License

This project is licensed under the MIT License - see the LICENSE.md file for details.