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

technical_service.py

@@ -0,0 +1,144 @@
+"""Technical analysis indicators via openbb-technical (local computation)."""
+
+import asyncio
+import logging
+from typing import Any
+
+from openbb import obb
+
+logger = logging.getLogger(__name__)
+
+PROVIDER = "yfinance"
+
+
+async def get_technical_indicators(
+    symbol: str, days: int = 200
+) -> dict[str, Any]:
+    """Compute key technical indicators for a symbol."""
+    from datetime import datetime, timedelta
+
+    start = (datetime.now() - timedelta(days=days)).strftime("%Y-%m-%d")
+
+    # Fetch historical data first
+    hist = await asyncio.to_thread(
+        obb.equity.price.historical,
+        symbol,
+        start_date=start,
+        provider=PROVIDER,
+    )
+
+    if hist is None or hist.results is None:
+        return {"symbol": symbol, "error": "No historical data available"}
+
+    result: dict[str, Any] = {"symbol": symbol}
+
+    # RSI (14-period)
+    try:
+        rsi = await asyncio.to_thread(obb.technical.rsi, data=hist.results, length=14)
+        rsi_items = _extract_latest(rsi)
+        result["rsi_14"] = rsi_items.get("RSI_14")
+    except Exception:
+        logger.warning("RSI calculation failed for %s", symbol, exc_info=True)
+        result["rsi_14"] = None
+
+    # MACD (12, 26, 9)
+    try:
+        macd = await asyncio.to_thread(
+            obb.technical.macd, data=hist.results, fast=12, slow=26, signal=9
+        )
+        macd_items = _extract_latest(macd)
+        result["macd"] = {
+            "macd": macd_items.get("MACD_12_26_9"),
+            "signal": macd_items.get("MACDs_12_26_9"),
+            "histogram": macd_items.get("MACDh_12_26_9"),
+        }
+    except Exception:
+        logger.warning("MACD calculation failed for %s", symbol, exc_info=True)
+        result["macd"] = None
+
+    # SMA (20, 50, 200)
+    for period in [20, 50, 200]:
+        try:
+            sma = await asyncio.to_thread(
+                obb.technical.sma, data=hist.results, length=period
+            )
+            sma_items = _extract_latest(sma)
+            result[f"sma_{period}"] = sma_items.get(f"SMA_{period}")
+        except Exception:
+            logger.warning("SMA_%d failed for %s", period, symbol, exc_info=True)
+            result[f"sma_{period}"] = None
+
+    # EMA (12, 26)
+    for period in [12, 26]:
+        try:
+            ema = await asyncio.to_thread(
+                obb.technical.ema, data=hist.results, length=period
+            )
+            ema_items = _extract_latest(ema)
+            result[f"ema_{period}"] = ema_items.get(f"EMA_{period}")
+        except Exception:
+            logger.warning("EMA_%d failed for %s", period, symbol, exc_info=True)
+            result[f"ema_{period}"] = None
+
+    # Bollinger Bands (20, 2)
+    try:
+        bbands = await asyncio.to_thread(
+            obb.technical.bbands, data=hist.results, length=20, std=2
+        )
+        bb_items = _extract_latest(bbands)
+        result["bollinger_bands"] = {
+            "upper": bb_items.get("BBU_20_2.0"),
+            "middle": bb_items.get("BBM_20_2.0"),
+            "lower": bb_items.get("BBL_20_2.0"),
+        }
+    except Exception:
+        logger.warning("Bollinger Bands failed for %s", symbol, exc_info=True)
+        result["bollinger_bands"] = None
+
+    # Add interpretation
+    result["signals"] = _interpret_signals(result)
+
+    return result
+
+
+def _extract_latest(result: Any) -> dict[str, Any]:
+    """Get the last row from a technical indicator result as a dict."""
+    if result is None or result.results is None:
+        return {}
+    items = result.results
+    if isinstance(items, list) and items:
+        last = items[-1]
+        return last.model_dump() if hasattr(last, "model_dump") else vars(last)
+    return {}
+
+
+def _interpret_signals(data: dict[str, Any]) -> list[str]:
+    """Generate simple text signals from technical indicators."""
+    signals: list[str] = []
+
+    rsi = data.get("rsi_14")
+    if rsi is not None:
+        if rsi > 70:
+            signals.append(f"RSI {rsi:.1f}: Overbought (bearish signal)")
+        elif rsi < 30:
+            signals.append(f"RSI {rsi:.1f}: Oversold (bullish signal)")
+        else:
+            signals.append(f"RSI {rsi:.1f}: Neutral")
+
+    macd = data.get("macd")
+    if macd and macd.get("histogram") is not None:
+        hist = macd["histogram"]
+        if hist > 0:
+            signals.append("MACD histogram positive (bullish momentum)")
+        else:
+            signals.append("MACD histogram negative (bearish momentum)")
+
+    sma_50 = data.get("sma_50")
+    sma_200 = data.get("sma_200")
+    if sma_50 is not None and sma_200 is not None:
+        if sma_50 > sma_200:
+            signals.append("Golden cross: SMA50 above SMA200 (bullish trend)")
+        else:
+            signals.append("Death cross: SMA50 below SMA200 (bearish trend)")
+
+    return signals