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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from unittest.mock import patch, AsyncMock
import pytest
from httpx import AsyncClient, ASGITransport
from main import app
@pytest.fixture
async def client():
transport = ASGITransport(app=app)
async with AsyncClient(transport=transport, base_url="http://test") as c:
yield c
@pytest.mark.asyncio
@patch("routes_sentiment.alphavantage_service.get_news_sentiment", new_callable=AsyncMock)
@patch("routes_sentiment.finnhub_service.get_sentiment_summary", new_callable=AsyncMock)
async def test_stock_sentiment(mock_sentiment, mock_av, client):
mock_sentiment.return_value = {
"symbol": "AAPL",
"news_sentiment": {"bullish_percent": 0.7, "bearish_percent": 0.3},
"recent_news": [],
"analyst_recommendations": [],
"recent_upgrades_downgrades": [],
}
mock_av.return_value = {
"configured": True,
"symbol": "AAPL",
"article_count": 1,
"overall_sentiment": {"avg_score": 0.4, "label": "Bullish"},
"articles": [],
}
resp = await client.get("/api/v1/stock/AAPL/sentiment")
assert resp.status_code == 200
data = resp.json()["data"]
assert data["symbol"] == "AAPL"
assert data["news_sentiment"]["bullish_percent"] == 0.7
assert data["alpha_vantage_sentiment"]["overall_sentiment"]["label"] == "Bullish"
@pytest.mark.asyncio
@patch("routes_sentiment.finnhub_service.get_insider_transactions", new_callable=AsyncMock)
async def test_stock_insider_trades(mock_insider, client):
mock_insider.return_value = [
{"name": "Tim Cook", "share": 100000, "change": -50000, "transactionCode": "S"}
]
resp = await client.get("/api/v1/stock/AAPL/insider-trades")
assert resp.status_code == 200
data = resp.json()["data"]
assert len(data) == 1
assert data[0]["name"] == "Tim Cook"
@pytest.mark.asyncio
@patch("routes_sentiment.finnhub_service.get_recommendation_trends", new_callable=AsyncMock)
async def test_stock_recommendations(mock_recs, client):
mock_recs.return_value = [
{"period": "2026-01-01", "strongBuy": 10, "buy": 15, "hold": 5, "sell": 1, "strongSell": 0}
]
resp = await client.get("/api/v1/stock/AAPL/recommendations")
assert resp.status_code == 200
data = resp.json()["data"]
assert len(data) == 1
assert data[0]["strong_buy"] == 10
@pytest.mark.asyncio
@patch("routes_sentiment.finnhub_service.get_upgrade_downgrade", new_callable=AsyncMock)
async def test_stock_upgrades(mock_upgrades, client):
mock_upgrades.return_value = [
{"company": "Morgan Stanley", "action": "upgrade", "fromGrade": "Hold", "toGrade": "Buy"}
]
resp = await client.get("/api/v1/stock/AAPL/upgrades")
assert resp.status_code == 200
data = resp.json()["data"]
assert len(data) == 1
assert data[0]["action"] == "upgrade"
@pytest.mark.asyncio
@patch("routes_sentiment.alphavantage_service.get_news_sentiment", new_callable=AsyncMock)
async def test_stock_news_sentiment(mock_av, client):
mock_av.return_value = {
"configured": True,
"symbol": "AAPL",
"article_count": 2,
"overall_sentiment": {"avg_score": 0.3, "label": "Somewhat-Bullish"},
"articles": [
{"title": "Apple up", "ticker_sentiment_score": 0.5},
{"title": "Apple flat", "ticker_sentiment_score": 0.1},
],
}
resp = await client.get("/api/v1/stock/AAPL/news-sentiment")
assert resp.status_code == 200
data = resp.json()["data"]
assert data["article_count"] == 2
assert data["overall_sentiment"]["label"] == "Somewhat-Bullish"
@pytest.mark.asyncio
async def test_invalid_symbol_sentiment(client):
resp = await client.get("/api/v1/stock/AAPL;DROP/sentiment")
assert resp.status_code == 400