2 new endpoints:
- POST /portfolio/cluster - t-SNE + KMeans clustering by return
similarity. Maps stocks to 2D coordinates with cluster labels.
- POST /portfolio/similar - find most/least similar stocks by
return correlation against a target symbol.
Implementation:
- sklearn TSNE (method=exact) + KMeans with auto n_clusters
- Jitter handling for identical returns edge case
- 33 new tests (17 service unit + 16 route integration)
- All 503 tests passing
5 new endpoints under /api/v1/cn/:
- GET /cn/a-share/{symbol}/quote - A-share real-time quote
- GET /cn/a-share/{symbol}/historical - A-share historical OHLCV
- GET /cn/a-share/search?query= - search A-shares by name
- GET /cn/hk/{symbol}/quote - HK stock real-time quote
- GET /cn/hk/{symbol}/historical - HK stock historical OHLCV
Features:
- Chinese column names auto-mapped to English
- Symbol validation: A-share ^[036]\d{5}$, HK ^\d{5}$
- qfq (forward-adjusted) prices by default
- 79 new tests (51 service unit + 28 route integration)
- All 470 tests passing
Portfolio optimization (3 endpoints):
- POST /portfolio/optimize - HRP optimal weights via scipy clustering
- POST /portfolio/correlation - pairwise correlation matrix
- POST /portfolio/risk-parity - inverse-volatility risk parity weights
Congress tracking (2 endpoints):
- GET /regulators/congress/trades - congress member stock trades
- GET /regulators/congress/bills?query= - search congress bills
Implementation:
- portfolio_service.py: HRP with scipy fallback to inverse-vol
- congress_service.py: multi-provider fallback pattern
- 51 new tests (14 portfolio unit, 20 portfolio route, 12 congress
unit, 7 congress route)
- All 312 tests passing
- Update test_openbb_service to import from obb_utils (to_list,
first_or_empty) instead of removed _to_dicts/_first_or_empty
- Update test_stock_upgrades to mock openbb_service instead of
finnhub_service (upgrades moved to yfinance)
