feat: OpenBB Investment Analysis API

REST API wrapping OpenBB SDK for stock data, sentiment analysis,
technical indicators, macro data, and rule-based portfolio analysis.

- Stock data via yfinance (quote, profile, metrics, financials, historical, news)
- News sentiment via Alpha Vantage (per-article, per-ticker scores)
- Analyst data via Finnhub (recommendations, insider trades, upgrades)
- Macro data via FRED (Fed rate, CPI, GDP, unemployment, treasury yields)
- Technical indicators via openbb-technical (RSI, MACD, SMA, EMA, Bollinger)
- Rule-based portfolio analysis engine (BUY_MORE/HOLD/SELL)
- Stock discovery (gainers, losers, active, undervalued, growth)
- 102 tests, all passing
This commit is contained in:
Yaojia Wang
2026-03-09 00:20:10 +01:00
commit ad45cb429c
30 changed files with 3107 additions and 0 deletions

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macro_service.py Normal file
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"""Macro economic data via OpenBB FRED provider."""
import asyncio
import logging
from typing import Any
from openbb import obb
logger = logging.getLogger(__name__)
PROVIDER = "fred"
# Key FRED series IDs
SERIES = {
"fed_funds_rate": "FEDFUNDS",
"us_10y_treasury": "DGS10",
"us_2y_treasury": "DGS2",
"cpi_yoy": "CPIAUCSL",
"unemployment_rate": "UNRATE",
"gdp_growth": "A191RL1Q225SBEA",
"sp500": "SP500",
"vix": "VIXCLS",
}
def _to_dicts(result: Any) -> list[dict[str, Any]]:
if result is None or result.results is None:
return []
if isinstance(result.results, list):
return [
item.model_dump() if hasattr(item, "model_dump") else vars(item)
for item in result.results
]
if hasattr(result.results, "model_dump"):
return [result.results.model_dump()]
return [vars(result.results)]
async def get_series(series_id: str, limit: int = 10) -> list[dict[str, Any]]:
"""Get a FRED time series by ID."""
try:
result = await asyncio.to_thread(
obb.economy.fred_series,
symbol=series_id,
limit=limit,
provider=PROVIDER,
)
items = _to_dicts(result)
for item in items:
if "date" in item and not isinstance(item["date"], str):
item = {**item, "date": str(item["date"])}
return items
except Exception:
logger.warning("Failed to fetch FRED series %s", series_id, exc_info=True)
return []
async def get_macro_overview() -> dict[str, Any]:
"""Get a summary of key macro indicators."""
tasks = {
name: get_series(series_id, limit=1)
for name, series_id in SERIES.items()
}
results = await asyncio.gather(*tasks.values(), return_exceptions=True)
overview: dict[str, Any] = {}
for name, result in zip(tasks.keys(), results):
if isinstance(result, BaseException):
logger.warning("Failed to fetch %s: %s", name, result)
overview[name] = None
elif result and len(result) > 0:
entry = result[0]
overview[name] = {
"value": entry.get("value"),
"date": str(entry.get("date", "")),
}
else:
overview[name] = None
return overview