Commit Graph

6 Commits

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
e2cf6e2488 fix: redesign relative rotation for multi-symbol comparison
- Accept comma-separated symbols query param instead of single path param
- Move endpoint from /stock/{symbol}/technical/relative-rotation to
  /technical/relative-rotation?symbols=AAPL,MSFT,GOOGL&benchmark=SPY
- Fetch all symbols + benchmark in single obb.equity.price.historical call
- Add RRG quadrant classification (Leading/Weakening/Lagging/Improving)
- Support study parameter (price/volume/volatility)
2026-03-19 17:34:18 +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
Yaojia Wang
00f2cb5e74 feat: integrate Alpha Vantage news sentiment + fix technical indicators
- Add alphavantage_service.py for per-article sentiment scores
- Add /stock/{symbol}/news-sentiment endpoint (Alpha Vantage)
- Merge Alpha Vantage data into /stock/{symbol}/sentiment
- Fix technical indicators: use close_ prefixed keys from OpenBB
- Increase historical data to 400 days for SMA_200 calculation
- Add .gitignore, handle Finnhub 403 on premium endpoints
- Add INVEST_API_ALPHAVANTAGE_API_KEY config
2026-03-09 00:37:32 +01:00
Yaojia Wang
ad45cb429c 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
2026-03-09 00:20:10 +01:00