Yaojia Wang
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87260f4b10
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feat: add 67 new endpoints across 10 feature groups
Prerequisite refactor:
- Consolidate duplicate _to_dicts into shared obb_utils.to_list
- Add fetch_historical and first_or_empty helpers to obb_utils
Phase 1 - Local computation (no provider risk):
- Group I: 12 technical indicators (ATR, ADX, Stoch, OBV, Ichimoku,
Donchian, Aroon, CCI, Keltner, Fibonacci, A/D, Volatility Cones)
- Group J: Sortino, Omega ratios + rolling stats (variance, stdev,
mean, skew, kurtosis, quantile via generic endpoint)
- Group H: ECB currency reference rates
Phase 2 - FRED/Federal Reserve providers:
- Group C: 10 fixed income endpoints (treasury rates, yield curve,
auctions, TIPS, EFFR, SOFR, HQM, commercial paper, spot rates,
spreads)
- Group D: 11 economy endpoints (CPI, GDP, unemployment, PCE, money
measures, CLI, HPI, FRED search, balance of payments, Fed holdings,
FOMC documents)
- Group E: 5 survey endpoints (Michigan, SLOOS, NFP, Empire State,
BLS search)
Phase 3 - SEC/stockgrid/FINRA providers:
- Group B: 4 equity fundamental endpoints (management, dividends,
SEC filings, company search)
- Group A: 4 shorts/dark pool endpoints (short volume, FTD, short
interest, OTC dark pool)
- Group F: 3 index/ETF enhanced (S&P 500 multiples, index
constituents, ETF N-PORT)
Phase 4 - Regulators:
- Group G: 5 regulatory endpoints (COT report, COT search, SEC
litigation, institution search, CIK mapping)
Security hardening:
- Service-layer allowlists for all getattr dynamic dispatch
- Regex validation on date, country, security_type, form_type params
- Exception handling in fetch_historical
- Callable guard on rolling stat dispatch
Total: 32 existing + 67 new = 99 endpoints, all free providers.
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2026-03-19 17:28:31 +01:00 |
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Yaojia Wang
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ad45cb429c
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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
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2026-03-09 00:20:10 +01:00 |
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