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

openbb_service.py

@@ -0,0 +1,173 @@
+import asyncio
+import logging
+from datetime import datetime, timedelta
+from typing import Any
+
+from openbb import obb
+
+logger = logging.getLogger(__name__)
+
+PROVIDER = "yfinance"
+
+
+def _to_dicts(result: Any) -> list[dict[str, Any]]:
+    """Convert OBBject results to list of dicts."""
+    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)]
+
+
+def _first_or_empty(result: Any) -> dict[str, Any]:
+    """Get first result as dict, or empty dict."""
+    items = _to_dicts(result)
+    return items[0] if items else {}
+
+
+async def get_quote(symbol: str) -> dict:
+    result = await asyncio.to_thread(
+        obb.equity.price.quote, symbol, provider=PROVIDER
+    )
+    return _first_or_empty(result)
+
+
+async def get_historical(symbol: str, days: int = 365) -> list[dict]:
+    start = (datetime.now() - timedelta(days=days)).strftime("%Y-%m-%d")
+    result = await asyncio.to_thread(
+        obb.equity.price.historical,
+        symbol,
+        start_date=start,
+        provider=PROVIDER,
+    )
+    items = _to_dicts(result)
+    return [
+        {**item, "date": str(item["date"])}
+        if "date" in item and not isinstance(item["date"], str)
+        else item
+        for item in items
+    ]
+
+
+async def get_profile(symbol: str) -> dict:
+    result = await asyncio.to_thread(
+        obb.equity.profile, symbol, provider=PROVIDER
+    )
+    return _first_or_empty(result)
+
+
+async def get_metrics(symbol: str) -> dict:
+    result = await asyncio.to_thread(
+        obb.equity.fundamental.metrics, symbol, provider=PROVIDER
+    )
+    return _first_or_empty(result)
+
+
+async def get_income(symbol: str) -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.fundamental.income, symbol, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_balance(symbol: str) -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.fundamental.balance, symbol, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_cash_flow(symbol: str) -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.fundamental.cash, symbol, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_financials(symbol: str) -> dict:
+    income, balance, cash_flow = await asyncio.gather(
+        get_income(symbol),
+        get_balance(symbol),
+        get_cash_flow(symbol),
+    )
+    return {
+        "symbol": symbol,
+        "income": income,
+        "balance": balance,
+        "cash_flow": cash_flow,
+    }
+
+
+async def get_price_target(symbol: str) -> float | None:
+    try:
+        result = await asyncio.to_thread(
+            obb.equity.estimates.price_target, symbol, provider=PROVIDER
+        )
+        items = _to_dicts(result)
+        if items:
+            return items[0].get("adj_price_target") or items[0].get("price_target")
+    except Exception:
+        logger.warning("Failed to get price target for %s", symbol, exc_info=True)
+    return None
+
+
+async def get_news(symbol: str) -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.news.company, symbol, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_summary(symbol: str) -> dict:
+    quote, profile, metrics, financials = await asyncio.gather(
+        get_quote(symbol),
+        get_profile(symbol),
+        get_metrics(symbol),
+        get_financials(symbol),
+    )
+    return {
+        "quote": quote,
+        "profile": profile,
+        "metrics": metrics,
+        "financials": financials,
+    }
+
+
+async def get_gainers() -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.discovery.gainers, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_losers() -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.discovery.losers, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_active() -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.discovery.active, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_undervalued() -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.discovery.undervalued_large_caps, provider=PROVIDER
+    )
+    return _to_dicts(result)
+
+
+async def get_growth() -> list[dict]:
+    result = await asyncio.to_thread(
+        obb.equity.discovery.growth_tech, provider=PROVIDER
+    )
+    return _to_dicts(result)