openbb-invest-api

kai/openbb-invest-api

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Author	SHA1	Message	Date
Yaojia Wang	89bdc6c552	refactor: address python review findings - Move FRED credential registration to FastAPI lifespan (was fragile import-order-dependent side-effect) - Add noqa E402 annotations for imports after curl_cffi patch - Fix all return type hints: bare dict -> dict[str, Any] - Move yfinance import to module level (was inline in functions) - Fix datetime.now() -> datetime.now(tz=timezone.utc) in openbb_service - Add try/except error handling to Group B service functions - Fix dict mutation in relative_rotation (immutable pattern) - Extract _classify_rrg_quadrant helper function - Fix type builtin shadow in routes_economy (type -> gdp_type) - Fix falsy int guard (if year: -> if year is not None:) - Remove user input echo from error messages	2026-03-19 17:40:47 +01:00
Yaojia Wang	615f17a3bb	feat: add remaining 5 endpoints (VWAP, relative rotation, fred-regional, primary dealer) Complete all 67 planned endpoints: - VWAP and Relative Rotation technical indicators - FRED regional data (by state/county/MSA) - Primary dealer positioning (Fed data)	2026-03-19 17:31:08 +01:00
Yaojia Wang	87260f4b10	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.	2026-03-19 17:28:31 +01:00

Author

SHA1

Message

Date

Yaojia Wang

89bdc6c552

refactor: address python review findings

- Move FRED credential registration to FastAPI lifespan (was fragile
  import-order-dependent side-effect)
- Add noqa E402 annotations for imports after curl_cffi patch
- Fix all return type hints: bare dict -> dict[str, Any]
- Move yfinance import to module level (was inline in functions)
- Fix datetime.now() -> datetime.now(tz=timezone.utc) in openbb_service
- Add try/except error handling to Group B service functions
- Fix dict mutation in relative_rotation (immutable pattern)
- Extract _classify_rrg_quadrant helper function
- Fix type builtin shadow in routes_economy (type -> gdp_type)
- Fix falsy int guard (if year: -> if year is not None:)
- Remove user input echo from error messages

2026-03-19 17:40:47 +01:00

Yaojia Wang

615f17a3bb

feat: add remaining 5 endpoints (VWAP, relative rotation, fred-regional, primary dealer)

Complete all 67 planned endpoints:
- VWAP and Relative Rotation technical indicators
- FRED regional data (by state/county/MSA)
- Primary dealer positioning (Fed data)

2026-03-19 17:31:08 +01:00

Yaojia Wang

87260f4b10

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.

2026-03-19 17:28:31 +01:00

3 Commits