docs: update SKILL.md for 99 endpoints

- Add all new sections: technical (14 indicators), quantitative extended (Sortino/Omega/rolling), shorts/dark pool, fixed income, macro expanded, economy/surveys, regulators, equity fundamentals - Add recommended workflows: comprehensive analysis, macro/fixed income, sector rotation (RRG), short squeeze screening - Update description to reflect 99 endpoints and 14 providers - Add multi-country support note
docs: comprehensive README update for 99 endpoints
2026-03-19 20:03:41 +01:00 · 2026-03-19 19:59:44 +01:00 · 2026-03-19 17:47:36 +01:00 · 2026-03-19 17:40:47 +01:00 · 2026-03-19 17:34:18 +01:00 · 2026-03-19 17:31:08 +01:00
32 changed files with 2858 additions and 219 deletions
--- a/6
+++ b/6
@@ -3,14 +3,16 @@ FROM python:3.12-slim AS base
 WORKDIR /app
 RUN apt-get update && \
-    apt-get install -y --no-install-recommends gcc g++ ca-certificates libssl-dev curl && \
+    apt-get install -y --no-install-recommends \
        gcc g++ libssl-dev \
        ca-certificates curl libnss3 libssl3 && \
    rm -rf /var/lib/apt/lists/*
 COPY pyproject.toml ./
 RUN pip install --no-cache-dir . && \
    pip install --no-cache-dir openbb-quantitative openbb-econometrics openbb-technical && \
-    apt-get purge -y gcc g++ && \
+    apt-get purge -y gcc g++ libssl-dev && \
    apt-get autoremove -y
 COPY *.py ./
--- a/README.md
+++ b/README.md
@@ -1,6 +1,6 @@
 # OpenBB Investment Analysis API
-REST API wrapping OpenBB SDK, providing stock data, sentiment analysis, technical indicators, quantitative risk metrics, macro data, market data (ETF/index/crypto/forex/options), and rule-based investment analysis for US and Swedish markets. Designed to be called by OpenClaw (or any AI assistant) -- the API returns structured data, all LLM reasoning happens on the caller side.
+REST API wrapping OpenBB SDK with 99 endpoints covering stock data, sentiment analysis, technical indicators, quantitative risk metrics, fixed income, macro economics, shorts/dark pool, regulators, and rule-based investment analysis. Designed to be called by OpenClaw (or any AI assistant) -- the API returns structured data, all LLM reasoning happens on the caller side.
 ## API Keys
@@ -12,18 +12,24 @@ The core functionality uses **yfinance** (free, no API key). The API works witho
 | Provider | Env Variable | How to Get | What It Unlocks | Free Limit |
 |----------|-------------|------------|-----------------|------------|
-| **Finnhub** | `INVEST_API_FINNHUB_API_KEY` | https://finnhub.io/register | Insider trades, analyst upgrades, recommendation trends | 60 calls/min |
+| **Finnhub** | `INVEST_API_FINNHUB_API_KEY` | https://finnhub.io/register | Insider trades, recommendation trends, company news | 60 calls/min |
-| **FRED** | `INVEST_API_FRED_API_KEY` | https://fred.stlouisfed.org/docs/api/api_key.html | Macro data: Fed rate, CPI, GDP, unemployment, treasury yields | 120 calls/min |
+| **FRED** | `INVEST_API_FRED_API_KEY` | https://fred.stlouisfed.org/docs/api/api_key.html | Macro data, fixed income, surveys, money supply | 120 calls/min |
 | **Alpha Vantage** | `INVEST_API_ALPHAVANTAGE_API_KEY` | https://www.alphavantage.co/support/#api-key | News sentiment scores (bullish/bearish per article per ticker) | 25 calls/day |
-### Optional Paid Keys (for higher quality data)
+### Free Providers (no key needed)
-| Provider | Env Variable | What It Adds |
+| Provider | Data Provided |
-|----------|-------------|--------------|
+|----------|---------------|
-| **FMP** | `OBB_FMP_API_KEY` | More granular financials, earnings transcripts (250 calls/day free) |
+| **yfinance** | Quotes, fundamentals, financials, historical prices, news, ETF, index, crypto, forex, options, futures, analyst upgrades, price targets, dividends, management |
-| **Intrinio** | `OBB_INTRINIO_API_KEY` | Institutional-grade fundamentals |
+| **SEC** | Insider trading (Form 4), institutional holdings (13F), company filings, N-PORT disclosures, CIK mapping |
-| **Tiingo** | `OBB_TIINGO_TOKEN` | Reliable historical price data |
+| **stockgrid** | Short volume data |
-| **Benzinga** | `OBB_BENZINGA_API_KEY` | Real-time news, analyst ratings |
+| **FINRA** | Short interest, dark pool OTC data |
 | **multpl** | S&P 500 historical valuation multiples |
 | **CFTC** | Commitment of Traders reports |
 | **ECB** | Currency reference rates |
 | **OECD** | GDP, unemployment, CPI, CLI, housing price index |
 | **openbb-technical** | 14 technical indicators (local computation) |
 | **openbb-quantitative** | Risk metrics, CAPM, normality tests (local computation) |
 ### Configuration
@@ -40,9 +46,10 @@ export INVEST_API_ALPHAVANTAGE_API_KEY=your_alphavantage_key
 ### 1. Create conda environment
 ```bash
-conda env create -f environment.yml
+conda create -n openbb-invest-api python=3.12 -y
 conda activate openbb-invest-api
-pip install openbb-quantitative openbb-econometrics
+pip install -e .
 pip install openbb-quantitative openbb-econometrics openbb-technical
 ```
 ### 2. Start the server
@@ -59,36 +66,39 @@ Server starts at `http://localhost:8000`. Visit `http://localhost:8000/docs` for
 # Health check
 curl http://localhost:8000/health
-# US stock quote
+# Stock quote
 curl http://localhost:8000/api/v1/stock/AAPL/quote
-# Swedish stock quote
+# Technical indicators (14 individual + composite)
 curl http://localhost:8000/api/v1/stock/VOLV-B.ST/quote
 # Sentiment analysis (Finnhub + Alpha Vantage)
 curl http://localhost:8000/api/v1/stock/AAPL/sentiment
 # News sentiment with per-article scores (Alpha Vantage)
 curl http://localhost:8000/api/v1/stock/AAPL/news-sentiment
 # Technical indicators
 curl http://localhost:8000/api/v1/stock/AAPL/technical
 curl http://localhost:8000/api/v1/stock/AAPL/technical/ichimoku
-# Quantitative risk metrics
+# Relative Rotation Graph (multi-symbol)
-curl http://localhost:8000/api/v1/stock/AAPL/performance
+curl "http://localhost:8000/api/v1/technical/relative-rotation?symbols=AAPL,MSFT,GOOGL&benchmark=SPY"
 curl http://localhost:8000/api/v1/stock/AAPL/capm
-# SEC insider trading
+# Quantitative analysis
-curl http://localhost:8000/api/v1/stock/AAPL/sec-insider
+curl http://localhost:8000/api/v1/stock/AAPL/sortino
 curl http://localhost:8000/api/v1/stock/AAPL/rolling/skew?window=20
-# ETF info
+# Fixed income
-curl http://localhost:8000/api/v1/etf/SPY/info
+curl http://localhost:8000/api/v1/fixed-income/yield-curve
 curl http://localhost:8000/api/v1/fixed-income/treasury-rates
-# Crypto price history
+# Macro economics
 curl http://localhost:8000/api/v1/crypto/BTC-USD/historical?days=30
 # Macro overview (requires FRED key)
 curl http://localhost:8000/api/v1/macro/overview
 curl http://localhost:8000/api/v1/macro/cpi
 curl http://localhost:8000/api/v1/macro/money-measures
 # Economy surveys
 curl http://localhost:8000/api/v1/economy/surveys/michigan
 curl http://localhost:8000/api/v1/economy/surveys/sloos
 # Shorts & dark pool
 curl http://localhost:8000/api/v1/stock/AAPL/shorts/volume
 curl http://localhost:8000/api/v1/darkpool/AAPL/otc
 # Regulators
 curl "http://localhost:8000/api/v1/regulators/cot/search?query=gold"
 # Portfolio analysis
 curl -X POST http://localhost:8000/api/v1/portfolio/analyze \
@@ -96,7 +106,7 @@ curl -X POST http://localhost:8000/api/v1/portfolio/analyze \
  -d '{"holdings":[{"symbol":"AAPL","shares":100,"buy_in_price":150},{"symbol":"VOLV-B.ST","shares":50,"buy_in_price":250}]}'
 ```
-## API Endpoints
+## API Endpoints (99 total)
 ### Health
@@ -115,31 +125,111 @@ curl -X POST http://localhost:8000/api/v1/portfolio/analyze \
 | GET | `/api/v1/stock/{symbol}/historical?days=365` | Historical OHLCV data |
 | GET | `/api/v1/stock/{symbol}/news` | Recent company news |
 | GET | `/api/v1/stock/{symbol}/summary` | Aggregated: quote + profile + metrics + financials |
 | GET | `/api/v1/stock/{symbol}/management` | Executive team: name, title, compensation |
 | GET | `/api/v1/stock/{symbol}/dividends` | Historical dividend records |
 | GET | `/api/v1/stock/{symbol}/filings?form_type=10-K` | SEC filings (10-K, 10-Q, 8-K) |
 | GET | `/api/v1/search?query=` | Company search by name (SEC/NASDAQ) |
-### Sentiment & Analyst Data (Finnhub + Alpha Vantage, free keys)
+### Sentiment & Analyst Data (Finnhub + Alpha Vantage + yfinance)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/stock/{symbol}/sentiment` | Aggregated: news sentiment + recommendations + upgrades |
 | GET | `/api/v1/stock/{symbol}/news-sentiment?limit=30` | News articles with per-ticker sentiment scores (Alpha Vantage) |
 | GET | `/api/v1/stock/{symbol}/insider-trades` | Insider transactions via Finnhub |
-| GET | `/api/v1/stock/{symbol}/recommendations` | Monthly analyst buy/hold/sell counts |
+| GET | `/api/v1/stock/{symbol}/recommendations` | Monthly analyst buy/hold/sell counts (Finnhub) |
-| GET | `/api/v1/stock/{symbol}/upgrades` | Recent analyst upgrades and downgrades |
+| GET | `/api/v1/stock/{symbol}/upgrades` | Analyst upgrades/downgrades with price targets (yfinance) |
-### Technical Analysis (local computation, no key needed)
+### Technical Analysis (14 indicators, local computation, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
-| GET | `/api/v1/stock/{symbol}/technical` | RSI, MACD, SMA, EMA, Bollinger Bands + signal interpretation |
+| GET | `/api/v1/stock/{symbol}/technical` | Composite: RSI, MACD, SMA, EMA, Bollinger Bands + signals |
 | GET | `/api/v1/stock/{symbol}/technical/atr` | Average True Range (volatility, position sizing) |
 | GET | `/api/v1/stock/{symbol}/technical/adx` | Average Directional Index (trend strength) |
 | GET | `/api/v1/stock/{symbol}/technical/stoch` | Stochastic Oscillator (overbought/oversold) |
 | GET | `/api/v1/stock/{symbol}/technical/obv` | On-Balance Volume (volume-price divergence) |
 | GET | `/api/v1/stock/{symbol}/technical/ichimoku` | Ichimoku Cloud (comprehensive trend system) |
 | GET | `/api/v1/stock/{symbol}/technical/donchian` | Donchian Channels (breakout detection) |
 | GET | `/api/v1/stock/{symbol}/technical/aroon` | Aroon Indicator (trend direction/changes) |
 | GET | `/api/v1/stock/{symbol}/technical/cci` | Commodity Channel Index (cyclical trends) |
 | GET | `/api/v1/stock/{symbol}/technical/kc` | Keltner Channels (ATR-based volatility bands) |
 | GET | `/api/v1/stock/{symbol}/technical/fib` | Fibonacci Retracement (support/resistance levels) |
 | GET | `/api/v1/stock/{symbol}/technical/ad` | Accumulation/Distribution Line |
 | GET | `/api/v1/stock/{symbol}/technical/cones` | Volatility Cones (realized vol quantiles) |
 | GET | `/api/v1/stock/{symbol}/technical/vwap` | Volume Weighted Average Price |
 | GET | `/api/v1/technical/relative-rotation?symbols=&benchmark=SPY` | Relative Rotation Graph (multi-symbol sector rotation) |
-### Quantitative Analysis (openbb-quantitative, no key needed)
+### Quantitative Analysis (local computation, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/stock/{symbol}/performance?days=365` | Sharpe ratio, summary statistics, volatility |
 | GET | `/api/v1/stock/{symbol}/capm` | CAPM: market risk, systematic risk, idiosyncratic risk |
-| GET | `/api/v1/stock/{symbol}/normality?days=365` | Normality tests: Jarque-Bera, Shapiro-Wilk, Kolmogorov-Smirnov |
+| GET | `/api/v1/stock/{symbol}/normality?days=365` | Normality tests: Jarque-Bera, Shapiro-Wilk, K-S |
 | GET | `/api/v1/stock/{symbol}/unitroot?days=365` | Unit root tests: ADF, KPSS for stationarity |
 | GET | `/api/v1/stock/{symbol}/sortino?days=365` | Sortino ratio (downside risk only) |
 | GET | `/api/v1/stock/{symbol}/omega?days=365` | Omega ratio (full distribution gain/loss) |
 | GET | `/api/v1/stock/{symbol}/rolling/{stat}?days=365&window=30` | Rolling stats: variance, stdev, mean, skew, kurtosis, quantile |
 ### Shorts & Dark Pool (stockgrid/FINRA/SEC, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/stock/{symbol}/shorts/volume` | Daily short volume and percent (stockgrid) |
 | GET | `/api/v1/stock/{symbol}/shorts/ftd` | Fails-to-deliver records (SEC) |
 | GET | `/api/v1/stock/{symbol}/shorts/interest` | Short interest, days to cover (FINRA) |
 | GET | `/api/v1/darkpool/{symbol}/otc` | OTC/dark pool aggregate trade volume (FINRA) |
 ### Fixed Income (FRED/Federal Reserve, free key)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/fixed-income/treasury-rates` | Full yield curve rates (4W-30Y) |
 | GET | `/api/v1/fixed-income/yield-curve?date=` | Yield curve with maturity/rate pairs |
 | GET | `/api/v1/fixed-income/treasury-auctions` | Treasury auction bid-to-cover, yields |
 | GET | `/api/v1/fixed-income/tips-yields` | TIPS real yields by maturity |
 | GET | `/api/v1/fixed-income/effr` | Effective Federal Funds Rate with percentiles |
 | GET | `/api/v1/fixed-income/sofr` | SOFR rate with 30/90/180-day moving averages |
 | GET | `/api/v1/fixed-income/hqm` | High Quality Market corporate bond yields |
 | GET | `/api/v1/fixed-income/commercial-paper` | Commercial paper rates by maturity/type |
 | GET | `/api/v1/fixed-income/spot-rates` | Corporate bond spot rates and par yields |
 | GET | `/api/v1/fixed-income/spreads?series=tcm` | Treasury/corporate spreads |
 ### Macro Economics (FRED/OECD, free key)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/macro/overview` | Key indicators: Fed rate, treasury yields, CPI, unemployment, GDP, VIX |
 | GET | `/api/v1/macro/series/{series_id}?limit=30` | Any FRED time series by ID |
 | GET | `/api/v1/macro/cpi?country=united_states` | Consumer Price Index (multi-country) |
 | GET | `/api/v1/macro/gdp?gdp_type=real` | GDP: nominal, real, or forecast |
 | GET | `/api/v1/macro/unemployment?country=united_states` | Unemployment rate (multi-country) |
 | GET | `/api/v1/macro/pce` | Personal Consumption Expenditures (Fed preferred inflation) |
 | GET | `/api/v1/macro/money-measures` | M1/M2 money supply |
 | GET | `/api/v1/macro/cli?country=united_states` | Composite Leading Indicator (recession predictor) |
 | GET | `/api/v1/macro/house-price-index?country=united_states` | Housing price index (multi-country) |
 ### Economy Data (FRED/Federal Reserve)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/economy/fred-search?query=` | Search 800K+ FRED economic series |
 | GET | `/api/v1/economy/fred-regional?series_id=` | Regional economic data (by state/county/MSA) |
 | GET | `/api/v1/economy/balance-of-payments` | Current/capital/financial account balances |
 | GET | `/api/v1/economy/central-bank-holdings` | Fed SOMA portfolio holdings |
 | GET | `/api/v1/economy/primary-dealer-positioning` | Primary dealer net positions |
 | GET | `/api/v1/economy/fomc-documents?year=` | FOMC meeting documents |
 ### Economy Surveys (FRED/BLS)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/economy/surveys/michigan` | University of Michigan Consumer Sentiment |
 | GET | `/api/v1/economy/surveys/sloos` | Senior Loan Officer Survey (recession signal) |
 | GET | `/api/v1/economy/surveys/nonfarm-payrolls` | Detailed employment data |
 | GET | `/api/v1/economy/surveys/empire-state` | NY manufacturing outlook |
 | GET | `/api/v1/economy/surveys/bls-search?query=` | Search BLS data series |
 ### Calendar Events (no key needed)
@@ -160,20 +250,23 @@ curl -X POST http://localhost:8000/api/v1/portfolio/analyze \
 | GET | `/api/v1/stock/{symbol}/institutional` | Institutional holders from SEC 13F filings |
 | GET | `/api/v1/screener` | Stock screener |
-### ETF Data (yfinance, no key needed)
+### ETF Data (yfinance + SEC, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/etf/{symbol}/info` | ETF profile, issuer, holdings |
 | GET | `/api/v1/etf/{symbol}/historical?days=365` | ETF price history |
 | GET | `/api/v1/etf/{symbol}/nport` | Detailed ETF holdings from SEC N-PORT filings |
 | GET | `/api/v1/etf/search?query=` | Search ETFs by name |
-### Index Data (yfinance, no key needed)
+### Index Data (yfinance + multpl + cboe, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/index/available` | List available indices |
 | GET | `/api/v1/index/{symbol}/historical?days=365` | Index price history (^GSPC, ^DJI, ^IXIC) |
 | GET | `/api/v1/index/sp500-multiples?series=pe_ratio` | Historical S&P 500 valuation (PE, Shiller PE, P/B, dividend yield) |
 | GET | `/api/v1/index/{symbol}/constituents` | Index member stocks with sector/price data |
 ### Crypto Data (yfinance, no key needed)
@@ -182,11 +275,12 @@ curl -X POST http://localhost:8000/api/v1/portfolio/analyze \
 | GET | `/api/v1/crypto/{symbol}/historical?days=365` | Crypto price history (BTC-USD, ETH-USD) |
 | GET | `/api/v1/crypto/search?query=` | Search cryptocurrencies |
-### Currency / Forex (yfinance, no key needed)
+### Currency / Forex (yfinance + ECB, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
 | GET | `/api/v1/currency/{symbol}/historical?days=365` | Forex price history (EURUSD, USDSEK) |
 | GET | `/api/v1/currency/reference-rates` | ECB reference rates for 28 major currencies |
 ### Derivatives (yfinance, no key needed)
@@ -196,12 +290,15 @@ curl -X POST http://localhost:8000/api/v1/portfolio/analyze \
 | GET | `/api/v1/futures/{symbol}/historical?days=365` | Futures price history |
 | GET | `/api/v1/futures/{symbol}/curve` | Futures term structure/curve |
-### Macro Economics (FRED, free key)
+### Regulators (CFTC/SEC, no key needed)
 | Method | Path | Description |
 |--------|------|-------------|
-| GET | `/api/v1/macro/overview` | Key indicators: Fed rate, treasury yields, CPI, unemployment, GDP, VIX |
+| GET | `/api/v1/regulators/cot?symbol=` | Commitment of Traders (futures positions) |
-| GET | `/api/v1/macro/series/{series_id}?limit=30` | Any FRED time series by ID |
+| GET | `/api/v1/regulators/cot/search?query=` | Search COT report symbols |
 | GET | `/api/v1/regulators/sec/litigation` | SEC litigation releases |
 | GET | `/api/v1/regulators/sec/institutions?query=` | Search institutional investors |
 | GET | `/api/v1/regulators/sec/cik-map/{symbol}` | Ticker to SEC CIK mapping |
 ### Portfolio Analysis (no key needed)
@@ -256,37 +353,50 @@ All settings are configurable via environment variables with the `INVEST_API_` p
 | `INVEST_API_LOG_LEVEL` | `info` | Logging level |
 | `INVEST_API_DEBUG` | `false` | Enable debug mode (auto-reload) |
 | `INVEST_API_FINNHUB_API_KEY` | _(empty)_ | Finnhub API key for analyst data |
-| `INVEST_API_FRED_API_KEY` | _(empty)_ | FRED API key for macro data |
+| `INVEST_API_FRED_API_KEY` | _(empty)_ | FRED API key for macro/fixed income/surveys |
 | `INVEST_API_ALPHAVANTAGE_API_KEY` | _(empty)_ | Alpha Vantage API key for news sentiment |
 ## Project Structure
 ```
 openbb-invest-api/
-├── main.py                 # FastAPI app entry point
+├── main.py                  # FastAPI app entry point (lifespan, curl_cffi patch)
 ├── config.py                # Settings (env-based)
 ├── models.py                # Pydantic request/response models
 ├── mappers.py               # Dict-to-model mapping functions
 ├── route_utils.py           # Shared route utilities (validation, error handling)
-├── obb_utils.py            # Shared OpenBB result conversion utilities
+├── obb_utils.py             # Shared OpenBB result conversion + fetch helpers
-├── openbb_service.py       # OpenBB SDK wrapper (async)
+│
 ├── openbb_service.py        # Equity data via OpenBB/yfinance (quote, profile, metrics, etc.)
 ├── finnhub_service.py       # Finnhub REST client (insider, analyst data)
 ├── alphavantage_service.py  # Alpha Vantage REST client (news sentiment)
-├── quantitative_service.py # Risk metrics, CAPM, normality tests
+├── technical_service.py     # 14 technical indicators via openbb-technical
-├── calendar_service.py     # Calendar events, screening, ownership
+├── quantitative_service.py  # Risk metrics, CAPM, Sortino, Omega, rolling stats
 ├── market_service.py       # ETF, index, crypto, currency, derivatives
 ├── macro_service.py         # FRED macro data via OpenBB
-├── technical_service.py    # Technical indicators via openbb-technical
+├── economy_service.py       # Economy data: CPI, GDP, Fed holdings, FOMC docs
 ├── surveys_service.py       # Economy surveys: Michigan, SLOOS, NFP, BLS
 ├── fixed_income_service.py  # Fixed income: yield curve, treasury, SOFR, spreads
 ├── shorts_service.py        # Shorts & dark pool (stockgrid, FINRA, SEC)
 ├── regulators_service.py    # CFTC COT reports, SEC litigation, institutions
 ├── market_service.py        # ETF, index, crypto, currency, derivatives
 ├── calendar_service.py      # Calendar events, screening, ownership
 ├── analysis_service.py      # Rule engine for portfolio analysis
 │
 ├── routes.py                # Core stock data + portfolio + discovery routes
-├── routes_sentiment.py     # Sentiment & analyst routes (Finnhub + Alpha Vantage)
+├── routes_sentiment.py      # Sentiment & analyst routes
 ├── routes_technical.py      # Technical analysis routes (14 indicators)
 ├── routes_quantitative.py   # Quantitative analysis routes
 ├── routes_macro.py          # Macro economics routes
 ├── routes_economy.py        # Economy data routes
 ├── routes_surveys.py        # Economy survey routes
 ├── routes_fixed_income.py   # Fixed income routes
 ├── routes_shorts.py         # Shorts & dark pool routes
 ├── routes_regulators.py     # Regulator data routes
 ├── routes_calendar.py       # Calendar, estimates, ownership routes
 ├── routes_market.py         # ETF, index, crypto, currency, derivatives routes
-├── routes_macro.py         # Macro economics routes (FRED)
+│
-├── routes_technical.py     # Technical analysis routes
+├── Dockerfile               # Docker build (curl_cffi==0.7.4, safari TLS patch)
-├── environment.yml         # Conda environment
+├── pyproject.toml           # Project metadata + dependencies
 ├── pyproject.toml          # Project metadata
 └── tests/                   # 102 tests
 ```
@@ -315,11 +425,13 @@ Example OpenClaw workflow:
 2. OpenClaw calls `GET /api/v1/stock/AAPL/summary` for fundamental data
 3. OpenClaw calls `GET /api/v1/stock/AAPL/sentiment` for news/analyst sentiment
 4. OpenClaw calls `GET /api/v1/stock/AAPL/technical` for technical signals
-5. OpenClaw calls `GET /api/v1/stock/AAPL/performance` for risk metrics (Sharpe, volatility)
+5. OpenClaw calls `GET /api/v1/stock/AAPL/performance` for risk metrics (Sharpe, Sortino)
-6. OpenClaw calls `GET /api/v1/stock/AAPL/sec-insider` for insider trading activity
+6. OpenClaw calls `GET /api/v1/stock/AAPL/shorts/volume` for short selling activity
-7. OpenClaw calls `GET /api/v1/macro/overview` for market context
+7. OpenClaw calls `GET /api/v1/stock/AAPL/sec-insider` for insider trading activity
-8. OpenClaw calls `POST /api/v1/portfolio/analyze` with user's holdings
+8. OpenClaw calls `GET /api/v1/macro/overview` for market context
-9. OpenClaw's LLM synthesizes all structured data into a personalized recommendation
+9. OpenClaw calls `GET /api/v1/fixed-income/yield-curve` for rate environment
 10. OpenClaw calls `POST /api/v1/portfolio/analyze` with user's holdings
 11. OpenClaw's LLM synthesizes all structured data into a personalized recommendation
 ## Kubernetes Deployment
@@ -333,7 +445,7 @@ Example OpenClaw workflow:
 ### Architecture
 ```
-git push → Gitea → Drone CI (kaniko) → Docker Registry → ArgoCD → K8s
+git push -> Gitea -> Drone CI (kaniko) -> Docker Registry -> ArgoCD -> K8s
 ```
 ### Cluster Info
@@ -410,7 +522,7 @@ steps:
     --from-literal=INVEST_API_ALPHAVANTAGE_API_KEY=your_key
   ```
-6. Add DNS: `invest-api.k8s.home → 192.168.68.22`
+6. Add DNS: `invest-api.k8s.home -> 192.168.68.22`
 7. Verify:
   ```bash
@@ -431,10 +543,25 @@ docker run -p 8000:8000 invest-api
 | Source | Cost | Key Required | Data Provided |
 |--------|------|-------------|---------------|
-| **yfinance** | Free | No | Quotes, fundamentals, financials, historical prices, news, discovery, ETF, index, crypto, forex, options, futures |
+| **yfinance** | Free | No | Quotes, fundamentals, financials, historical prices, news, discovery, ETF, index, crypto, forex, options, futures, analyst upgrades/downgrades, price targets, dividends, management |
-| **SEC** | Free | No | Insider trading (Form 4), institutional holdings (13F), company filings |
+| **SEC** | Free | No | Insider trading (Form 4), institutional holdings (13F), company filings, N-PORT disclosures, CIK mapping, litigation releases |
-| **Finnhub** | Free | Yes (free registration) | Insider trades, analyst recommendations, upgrades/downgrades |
+| **stockgrid** | Free | No | Daily short volume data |
 | **FINRA** | Free | No | Short interest, dark pool OTC trade data |
 | **CFTC** | Free | No | Commitment of Traders reports |
 | **multpl** | Free | No | S&P 500 historical valuation multiples (PE, Shiller PE, P/B, dividend yield) |
 | **ECB** | Free | No | Currency reference rates (28 currencies) |
 | **OECD** | Free | No | GDP, unemployment, CPI, Composite Leading Indicator, housing price index |
 | **Finnhub** | Free | Yes (free registration) | Insider trades, analyst recommendations, company news |
 | **Alpha Vantage** | Free | Yes (free registration) | News sentiment scores (bullish/bearish per ticker per article), 25 req/day |
-| **FRED** | Free | Yes (free registration) | Fed rate, treasury yields, CPI, unemployment, GDP, VIX, 800K+ economic series |
+| **FRED** | Free | Yes (free registration) | Fed rate, treasury yields, CPI, PCE, money supply, surveys, 800K+ economic series |
-| **openbb-technical** | Free | No (local computation) | RSI, MACD, SMA, EMA, Bollinger Bands |
+| **Federal Reserve** | Free | No | EFFR, SOFR, money measures, central bank holdings, primary dealer positions, FOMC documents |
-| **openbb-quantitative** | Free | No (local computation) | Sharpe ratio, CAPM, normality tests, unit root tests, summary statistics |
+| **openbb-technical** | Free | No (local) | ATR, ADX, Stochastic, OBV, Ichimoku, Donchian, Aroon, CCI, Keltner, Fibonacci, A/D, VWAP, Volatility Cones, Relative Rotation |
 | **openbb-quantitative** | Free | No (local) | Sharpe, Sortino, Omega ratios, CAPM, normality tests, unit root tests, rolling statistics |
 ## Known Issues
 ### curl_cffi TLS Fingerprint
 yfinance depends on `curl_cffi` for browser-impersonated HTTP requests. Versions 0.12+ have a BoringSSL bug
 that causes `SSL_ERROR_SYSCALL` on some networks (especially Linux). This project pins `curl_cffi==0.7.4`
 and patches the default TLS fingerprint from `chrome` to `safari` at startup (in `main.py`) to work around this.
--- a/SKILL.md
+++ b/SKILL.md
@@ -0,0 +1,410 @@
 ---
 name: invest-api
 description: "Investment analysis via OpenBB Invest API (99 endpoints). Use when: user asks about stocks, ETFs, crypto, portfolio analysis, technical indicators (14 types), quantitative risk metrics, fixed income/yield curve, macro economics, shorts/dark pool, regulators/COT, economy surveys, or investment advice. Covers US and Swedish markets. NOT for: real-time trading, order execution, or account management. No API key needed for most endpoints."
 homepage: https://invest-api.k8s.home/docs
 metadata: { "openclaw": { "emoji": "📈", "requires": { "bins": ["curl"] } } }
 ---
 # Investment Analysis Skill
 Query stock data, run portfolio analysis, and get investment insights via the OpenBB Invest API. 99 endpoints across 14 data providers.
 ## When to Use
 - "What's AAPL trading at?"
 - "Analyze my portfolio" / "Should I buy or sell?"
 - "Show me technical indicators for TSLA" / "What's the Ichimoku cloud for NVDA?"
 - "What are the top gainers today?"
 - "Any upcoming earnings this week?"
 - "What's the macro outlook?" / "What's the yield curve look like?"
 - "How risky is my VOLV-B.ST position?" / "What's the Sortino ratio?"
 - "Is anyone shorting AAPL?" / "Show dark pool activity"
 - "What are the latest FOMC documents?"
 - "Where are gold futures positioned?" (COT data)
 - "Compare AAPL, MSFT, GOOGL sector rotation vs SPY"
 ## When NOT to Use
 - Placing trades or managing brokerage accounts
 - Real-time tick-by-tick data (this API has request latency)
 - Cryptocurrency on-chain analysis
 - Tax or accounting advice
 ## API Base URL
 ```
 BASE=https://invest-api.k8s.home
 ```
 All responses follow `{"success": true, "data": {...}, "error": null}`.
 ## Stock Data (no key needed)
 ```bash
 # Current quote
 curl -sk "$BASE/api/v1/stock/AAPL/quote"
 # Company profile (sector, industry, description)
 curl -sk "$BASE/api/v1/stock/AAPL/profile"
 # Key ratios (PE, PB, ROE, EPS, beta, dividend yield)
 curl -sk "$BASE/api/v1/stock/AAPL/metrics"
 # Financial statements (income, balance sheet, cash flow)
 curl -sk "$BASE/api/v1/stock/AAPL/financials"
 # Historical prices (OHLCV)
 curl -sk "$BASE/api/v1/stock/AAPL/historical?days=365"
 # Recent news
 curl -sk "$BASE/api/v1/stock/AAPL/news"
 # All-in-one summary (quote + profile + metrics + financials)
 curl -sk "$BASE/api/v1/stock/AAPL/summary"
 # Executive team and compensation
 curl -sk "$BASE/api/v1/stock/AAPL/management"
 # Historical dividend records
 curl -sk "$BASE/api/v1/stock/AAPL/dividends"
 # SEC filings (10-K, 10-Q, 8-K)
 curl -sk "$BASE/api/v1/stock/AAPL/filings?form_type=10-K"
 # Company search by name
 curl -sk "$BASE/api/v1/search?query=apple"
 ```
 ## Swedish Stocks
 Append `.ST` suffix for Stockholm exchange:
 ```bash
 curl -sk "$BASE/api/v1/stock/VOLV-B.ST/quote"    # Volvo
 curl -sk "$BASE/api/v1/stock/ERIC-B.ST/quote"     # Ericsson
 curl -sk "$BASE/api/v1/stock/HM-B.ST/quote"       # H&M
 curl -sk "$BASE/api/v1/stock/SEB-A.ST/quote"      # SEB
 ```
 ## Portfolio Analysis
 Provide holdings with buy-in cost. Returns BUY_MORE / HOLD / SELL recommendation per holding with confidence and reasons.
 ```bash
 curl -sk -X POST "$BASE/api/v1/portfolio/analyze" \
  -H "Content-Type: application/json" \
  -d '{
    "holdings": [
      {"symbol": "AAPL", "shares": 100, "buy_in_price": 150.0},
      {"symbol": "VOLV-B.ST", "shares": 50, "buy_in_price": 250.0},
      {"symbol": "MSFT", "shares": 30, "buy_in_price": 380.0}
    ]
  }'
 ```
 Max 50 holdings per request.
 ## Technical Analysis (14 indicators)
 ```bash
 # Composite: RSI, MACD, SMA, EMA, Bollinger Bands + signal interpretation
 curl -sk "$BASE/api/v1/stock/AAPL/technical"
 # Individual indicators
 curl -sk "$BASE/api/v1/stock/AAPL/technical/atr"         # Average True Range (volatility)
 curl -sk "$BASE/api/v1/stock/AAPL/technical/adx"         # Trend strength (>25 strong)
 curl -sk "$BASE/api/v1/stock/AAPL/technical/stoch"       # Stochastic (overbought/oversold)
 curl -sk "$BASE/api/v1/stock/AAPL/technical/obv"         # On-Balance Volume
 curl -sk "$BASE/api/v1/stock/AAPL/technical/ichimoku"    # Ichimoku Cloud
 curl -sk "$BASE/api/v1/stock/AAPL/technical/donchian"    # Donchian Channels (breakouts)
 curl -sk "$BASE/api/v1/stock/AAPL/technical/aroon"       # Aroon (trend direction)
 curl -sk "$BASE/api/v1/stock/AAPL/technical/cci"         # Commodity Channel Index
 curl -sk "$BASE/api/v1/stock/AAPL/technical/kc"          # Keltner Channels
 curl -sk "$BASE/api/v1/stock/AAPL/technical/fib"         # Fibonacci Retracement
 curl -sk "$BASE/api/v1/stock/AAPL/technical/ad"          # Accumulation/Distribution
 curl -sk "$BASE/api/v1/stock/AAPL/technical/cones"       # Volatility Cones
 curl -sk "$BASE/api/v1/stock/AAPL/technical/vwap"        # Volume Weighted Average Price
 # Relative Rotation Graph (multi-symbol sector rotation)
 curl -sk "$BASE/api/v1/technical/relative-rotation?symbols=AAPL,MSFT,GOOGL&benchmark=SPY"
 # Returns quadrant per symbol: Leading / Weakening / Lagging / Improving
 ```
 ## Quantitative Risk Metrics
 ```bash
 # Sharpe ratio, volatility, summary statistics
 curl -sk "$BASE/api/v1/stock/AAPL/performance?days=365"
 # CAPM: market risk, systematic risk, idiosyncratic risk
 curl -sk "$BASE/api/v1/stock/AAPL/capm"
 # Sortino ratio (downside risk only -- better than Sharpe for asymmetric returns)
 curl -sk "$BASE/api/v1/stock/AAPL/sortino?days=365"
 # Omega ratio (full distribution gain/loss)
 curl -sk "$BASE/api/v1/stock/AAPL/omega?days=365"
 # Normality tests (Jarque-Bera, Shapiro-Wilk)
 curl -sk "$BASE/api/v1/stock/AAPL/normality?days=365"
 # Unit root / stationarity tests (ADF, KPSS)
 curl -sk "$BASE/api/v1/stock/AAPL/unitroot?days=365"
 # Rolling statistics (variance, stdev, mean, skew, kurtosis, quantile)
 curl -sk "$BASE/api/v1/stock/AAPL/rolling/skew?days=365&window=30"
 curl -sk "$BASE/api/v1/stock/AAPL/rolling/variance?days=365&window=20"
 ```
 ## Shorts & Dark Pool (no key needed)
 ```bash
 # Daily short volume and percent
 curl -sk "$BASE/api/v1/stock/AAPL/shorts/volume"
 # Fails-to-deliver records (SEC)
 curl -sk "$BASE/api/v1/stock/AAPL/shorts/ftd"
 # Short interest, days to cover (FINRA)
 curl -sk "$BASE/api/v1/stock/AAPL/shorts/interest"
 # Dark pool / OTC trade volume (FINRA)
 curl -sk "$BASE/api/v1/darkpool/AAPL/otc"
 ```
 ## Sentiment & Analyst Data
 ```bash
 # Aggregated sentiment (news + recommendations + upgrades)
 curl -sk "$BASE/api/v1/stock/AAPL/sentiment"
 # Per-article news sentiment scores
 curl -sk "$BASE/api/v1/stock/AAPL/news-sentiment?limit=30"
 # Insider trades (SEC/Finnhub)
 curl -sk "$BASE/api/v1/stock/AAPL/insider-trades"
 # Analyst buy/hold/sell counts
 curl -sk "$BASE/api/v1/stock/AAPL/recommendations"
 # Recent upgrades/downgrades with price targets
 curl -sk "$BASE/api/v1/stock/AAPL/upgrades"
 ```
 ## Fixed Income (FRED/Federal Reserve)
 ```bash
 # Full yield curve rates (4W-30Y)
 curl -sk "$BASE/api/v1/fixed-income/treasury-rates"
 # Yield curve with maturity/rate pairs (optional date)
 curl -sk "$BASE/api/v1/fixed-income/yield-curve"
 curl -sk "$BASE/api/v1/fixed-income/yield-curve?date=2025-01-15"
 # Treasury auction data (bid-to-cover, yields)
 curl -sk "$BASE/api/v1/fixed-income/treasury-auctions"
 # TIPS real yields
 curl -sk "$BASE/api/v1/fixed-income/tips-yields"
 # Effective Federal Funds Rate (with percentiles)
 curl -sk "$BASE/api/v1/fixed-income/effr"
 # SOFR rate (with moving averages)
 curl -sk "$BASE/api/v1/fixed-income/sofr"
 # Corporate bond yields (AAA/AA/A)
 curl -sk "$BASE/api/v1/fixed-income/hqm"
 # Commercial paper rates
 curl -sk "$BASE/api/v1/fixed-income/commercial-paper"
 # Corporate bond spot rates
 curl -sk "$BASE/api/v1/fixed-income/spot-rates"
 # Treasury/corporate spreads
 curl -sk "$BASE/api/v1/fixed-income/spreads?series=tcm"
 ```
 ## Macro Economics
 ```bash
 # Key indicators: Fed rate, treasury yields, CPI, unemployment, GDP, VIX
 curl -sk "$BASE/api/v1/macro/overview"
 # Any FRED time series by ID
 curl -sk "$BASE/api/v1/macro/series/DFF?limit=30"        # Fed Funds Rate
 curl -sk "$BASE/api/v1/macro/series/CPIAUCSL?limit=12"   # CPI
 # Structured macro data (multi-country support)
 curl -sk "$BASE/api/v1/macro/cpi?country=united_states"
 curl -sk "$BASE/api/v1/macro/gdp?gdp_type=real"
 curl -sk "$BASE/api/v1/macro/unemployment?country=united_states"
 curl -sk "$BASE/api/v1/macro/pce"                                   # Fed preferred inflation
 curl -sk "$BASE/api/v1/macro/money-measures"                        # M1/M2 money supply
 curl -sk "$BASE/api/v1/macro/cli?country=united_states"             # Leading indicator
 curl -sk "$BASE/api/v1/macro/house-price-index?country=united_states"
 ```
 ## Economy Data & Surveys
 ```bash
 # Search 800K+ FRED economic series
 curl -sk "$BASE/api/v1/economy/fred-search?query=inflation"
 # Regional economic data (by state/county)
 curl -sk "$BASE/api/v1/economy/fred-regional?series_id=UNRATE"
 # Fed balance sheet / SOMA portfolio
 curl -sk "$BASE/api/v1/economy/central-bank-holdings"
 # Primary dealer positions (Wall Street firm positioning)
 curl -sk "$BASE/api/v1/economy/primary-dealer-positioning"
 # Balance of payments
 curl -sk "$BASE/api/v1/economy/balance-of-payments"
 # FOMC meeting documents
 curl -sk "$BASE/api/v1/economy/fomc-documents?year=2026"
 # Consumer sentiment (recession predictor)
 curl -sk "$BASE/api/v1/economy/surveys/michigan"
 # Senior Loan Officer Survey (strongest recession signal)
 curl -sk "$BASE/api/v1/economy/surveys/sloos"
 # Detailed employment data
 curl -sk "$BASE/api/v1/economy/surveys/nonfarm-payrolls"
 # NY manufacturing outlook
 curl -sk "$BASE/api/v1/economy/surveys/empire-state"
 # BLS data search
 curl -sk "$BASE/api/v1/economy/surveys/bls-search?query=wages"
 ```
 ## Market Data
 ```bash
 # ETF
 curl -sk "$BASE/api/v1/etf/SPY/info"
 curl -sk "$BASE/api/v1/etf/SPY/historical?days=365"
 curl -sk "$BASE/api/v1/etf/SPY/nport"                        # Detailed N-PORT holdings
 curl -sk "$BASE/api/v1/etf/search?query=technology"
 # Index
 curl -sk "$BASE/api/v1/index/available"
 curl -sk "$BASE/api/v1/index/%5EGSPC/historical?days=365"     # S&P 500
 curl -sk "$BASE/api/v1/index/sp500-multiples?series=pe_ratio" # Historical S&P 500 valuation
 curl -sk "$BASE/api/v1/index/%5EGSPC/constituents"            # Index member stocks
 # Crypto
 curl -sk "$BASE/api/v1/crypto/BTC-USD/historical?days=30"
 curl -sk "$BASE/api/v1/crypto/search?query=bitcoin"
 # Forex
 curl -sk "$BASE/api/v1/currency/USDSEK/historical?days=365"
 curl -sk "$BASE/api/v1/currency/reference-rates"              # ECB rates (28 currencies)
 # Options
 curl -sk "$BASE/api/v1/options/AAPL/chains"
 # Futures
 curl -sk "$BASE/api/v1/futures/CL=F/historical?days=365"
 curl -sk "$BASE/api/v1/futures/CL=F/curve"
 ```
 ## Regulators (no key needed)
 ```bash
 # Commitment of Traders (futures positions)
 curl -sk "$BASE/api/v1/regulators/cot?symbol=GC=F"
 curl -sk "$BASE/api/v1/regulators/cot/search?query=gold"
 # SEC litigation releases
 curl -sk "$BASE/api/v1/regulators/sec/litigation"
 # Search institutional investors
 curl -sk "$BASE/api/v1/regulators/sec/institutions?query=berkshire"
 # Ticker to CIK mapping
 curl -sk "$BASE/api/v1/regulators/sec/cik-map/AAPL"
 ```
 ## Calendar Events
 ```bash
 curl -sk "$BASE/api/v1/calendar/earnings?start_date=2026-03-10&end_date=2026-03-17"
 curl -sk "$BASE/api/v1/calendar/dividends?start_date=2026-03-10&end_date=2026-03-17"
 curl -sk "$BASE/api/v1/calendar/ipo?start_date=2026-03-01&end_date=2026-03-31"
 curl -sk "$BASE/api/v1/calendar/splits?start_date=2026-03-01&end_date=2026-03-31"
 ```
 ## Stock Discovery
 ```bash
 curl -sk "$BASE/api/v1/discover/gainers"        # Top gainers
 curl -sk "$BASE/api/v1/discover/losers"         # Top losers
 curl -sk "$BASE/api/v1/discover/active"         # Most active
 curl -sk "$BASE/api/v1/discover/undervalued"    # Undervalued large caps
 curl -sk "$BASE/api/v1/discover/growth"         # Growth tech stocks
 ```
 ## Estimates & Ownership
 ```bash
 curl -sk "$BASE/api/v1/stock/AAPL/estimates"           # Analyst consensus
 curl -sk "$BASE/api/v1/stock/AAPL/share-statistics"    # Float, short interest
 curl -sk "$BASE/api/v1/stock/AAPL/sec-insider"         # SEC Form 4
 curl -sk "$BASE/api/v1/stock/AAPL/institutional"       # 13F institutional holders
 curl -sk "$BASE/api/v1/screener"                       # Stock screener
 ```
 ## Recommended Workflows
 ### Comprehensive Stock Analysis
 1. `/stock/{symbol}/summary` -- fundamentals overview
 2. `/stock/{symbol}/technical` -- composite technical signals
 3. `/stock/{symbol}/technical/ichimoku` -- trend system
 4. `/stock/{symbol}/performance` -- Sharpe, volatility
 5. `/stock/{symbol}/sortino` -- downside risk
 6. `/stock/{symbol}/shorts/volume` -- short selling pressure
 7. `/stock/{symbol}/sentiment` -- market sentiment
 8. `/stock/{symbol}/sec-insider` -- insider activity
 9. `/stock/{symbol}/upgrades` -- analyst actions + price targets
 10. `/macro/overview` -- market context
 11. `/portfolio/analyze` -- rule-engine recommendation
 ### Macro & Fixed Income Analysis
 1. `/macro/overview` -- headline indicators
 2. `/fixed-income/yield-curve` -- rate environment
 3. `/fixed-income/effr` -- Fed funds rate detail
 4. `/macro/cpi` -- inflation
 5. `/macro/pce` -- Fed preferred inflation
 6. `/macro/money-measures` -- M1/M2 money supply
 7. `/economy/surveys/michigan` -- consumer confidence
 8. `/economy/surveys/sloos` -- lending conditions
 9. `/macro/cli` -- leading indicator (recession risk)
 ### Sector Rotation Analysis
 1. `/technical/relative-rotation?symbols=XLK,XLF,XLE,XLV&benchmark=SPY` -- RRG quadrants
 2. `/index/sp500-multiples?series=shiller_pe_ratio` -- market valuation context
 3. `/discover/gainers` + `/discover/losers` -- daily movers
 ### Short Squeeze Screening
 1. `/stock/{symbol}/shorts/volume` -- short volume %
 2. `/stock/{symbol}/shorts/interest` -- days to cover
 3. `/stock/{symbol}/shorts/ftd` -- fails to deliver
 4. `/darkpool/{symbol}/otc` -- dark pool activity
 5. `/stock/{symbol}/share-statistics` -- float, short % of float
 Synthesize all data into a coherent recommendation. The API provides structured data only -- all reasoning and natural language analysis should be done by the LLM.
 ## Notes
 - Prices are delayed (not real-time); yfinance data is typically 15-20 min delayed
 - Swedish stocks use `.ST` suffix (Stockholm exchange)
 - Portfolio analysis uses a rule engine (PE, revenue growth, P&L, analyst targets) returning BUY_MORE/HOLD/SELL
 - The `-k` flag is needed because the API uses a self-signed TLS certificate
 - Multi-country support for CPI, GDP, unemployment, CLI, HPI (use `country=united_states`, `country=japan`, etc.)
 - Health check: `curl -sk "$BASE/health"`
--- a/economy_service.py
+++ b/economy_service.py
@@ -0,0 +1,185 @@
 """Economy data: FRED search, regional data, Fed holdings, FOMC documents."""
 import asyncio
 import logging
 from typing import Any
 from openbb import obb
 from obb_utils import to_list
 logger = logging.getLogger(__name__)
 async def get_cpi(country: str = "united_states") -> list[dict[str, Any]]:
    """Get Consumer Price Index data."""
    try:
        result = await asyncio.to_thread(
            obb.economy.cpi, country=country, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("CPI failed for %s", country, exc_info=True)
        return []
 _VALID_GDP_TYPES = {"nominal", "real", "forecast"}
 async def get_gdp(gdp_type: str = "real") -> list[dict[str, Any]]:
    """Get GDP data (nominal, real, or forecast)."""
    if gdp_type not in _VALID_GDP_TYPES:
        return []
    try:
        fn = getattr(obb.economy.gdp, gdp_type, None)
        if fn is None:
            return []
        result = await asyncio.to_thread(fn, provider="oecd")
        return to_list(result)
    except Exception:
        logger.warning("GDP %s failed", gdp_type, exc_info=True)
        return []
 async def get_unemployment(country: str = "united_states") -> list[dict[str, Any]]:
    """Get unemployment rate data."""
    try:
        result = await asyncio.to_thread(
            obb.economy.unemployment, country=country, provider="oecd"
        )
        return to_list(result)
    except Exception:
        logger.warning("Unemployment failed for %s", country, exc_info=True)
        return []
 async def get_composite_leading_indicator(
    country: str = "united_states",
 ) -> list[dict[str, Any]]:
    """Get Composite Leading Indicator (recession predictor)."""
    try:
        result = await asyncio.to_thread(
            obb.economy.composite_leading_indicator, country=country, provider="oecd"
        )
        return to_list(result)
    except Exception:
        logger.warning("CLI failed for %s", country, exc_info=True)
        return []
 async def get_house_price_index(
    country: str = "united_states",
 ) -> list[dict[str, Any]]:
    """Get housing price index."""
    try:
        result = await asyncio.to_thread(
            obb.economy.house_price_index, country=country, provider="oecd"
        )
        return to_list(result)
    except Exception:
        logger.warning("HPI failed for %s", country, exc_info=True)
        return []
 async def get_pce() -> list[dict[str, Any]]:
    """Get Personal Consumption Expenditures (Fed preferred inflation)."""
    try:
        result = await asyncio.to_thread(
            obb.economy.pce, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("PCE failed", exc_info=True)
        return []
 async def get_money_measures() -> list[dict[str, Any]]:
    """Get M1/M2 money supply data."""
    try:
        result = await asyncio.to_thread(
            obb.economy.money_measures, provider="federal_reserve"
        )
        return to_list(result)
    except Exception:
        logger.warning("Money measures failed", exc_info=True)
        return []
 async def fred_search(query: str) -> list[dict[str, Any]]:
    """Search FRED series by keyword."""
    try:
        result = await asyncio.to_thread(
            obb.economy.fred_search, query, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("FRED search failed for %s", query, exc_info=True)
        return []
 async def get_balance_of_payments() -> list[dict[str, Any]]:
    """Get balance of payments (current/capital/financial account)."""
    try:
        result = await asyncio.to_thread(
            obb.economy.balance_of_payments, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("Balance of payments failed", exc_info=True)
        return []
 async def get_central_bank_holdings() -> list[dict[str, Any]]:
    """Get Fed SOMA portfolio holdings."""
    try:
        result = await asyncio.to_thread(
            obb.economy.central_bank_holdings, provider="federal_reserve"
        )
        return to_list(result)
    except Exception:
        logger.warning("Central bank holdings failed", exc_info=True)
        return []
 async def get_fred_regional(
    series_id: str, region: str | None = None,
 ) -> list[dict[str, Any]]:
    """Get geographically disaggregated FRED data (by state, county, MSA)."""
    try:
        kwargs: dict[str, Any] = {"symbol": series_id, "provider": "fred"}
        if region:
            kwargs["region_type"] = region
        result = await asyncio.to_thread(
            obb.economy.fred_regional, **kwargs
        )
        return to_list(result)
    except Exception:
        logger.warning("FRED regional failed for %s", series_id, exc_info=True)
        return []
 async def get_primary_dealer_positioning() -> list[dict[str, Any]]:
    """Get primary dealer net positions in treasuries, MBS, corporate bonds."""
    try:
        result = await asyncio.to_thread(
            obb.economy.primary_dealer_positioning, provider="federal_reserve"
        )
        return to_list(result)
    except Exception:
        logger.warning("Primary dealer positioning failed", exc_info=True)
        return []
 async def get_fomc_documents(year: int | None = None) -> list[dict[str, Any]]:
    """Get FOMC meeting documents (minutes, projections, etc.)."""
    try:
        kwargs: dict[str, Any] = {"provider": "federal_reserve"}
        if year is not None:
            kwargs["year"] = year
        result = await asyncio.to_thread(
            obb.economy.fomc_documents, **kwargs
        )
        return to_list(result)
    except Exception:
        logger.warning("FOMC documents failed", exc_info=True)
        return []
--- a/findings.md
+++ b/findings.md
@@ -0,0 +1,29 @@
 # Research Findings
 ## Architecture Analysis (2026-03-19)
 ### Current Codebase
 - 22 Python files, flat layout, all under 250 lines
 - Pattern: service file (async OpenBB wrapper) + route file (FastAPI router with @safe decorator)
 - Shared utils: obb_utils.py, route_utils.py, mappers.py, models.py
 ### Technical Debt
 1. Duplicated `_to_dicts` in openbb_service.py and macro_service.py (same as obb_utils.to_list)
 2. calendar_service.py has scope creep (ownership, screening mixed with calendar events)
 3. No shared `fetch_historical` helper (duplicated in technical_service.py and quantitative_service.py)
 ### Provider Availability (Verified)
 - **No API key needed:** yfinance, stockgrid, finra, multpl, cftc, government_us, sec, ecb, cboe
 - **Already configured:** fred, finnhub, alphavantage
 - **Not needed:** fmp (removed), intrinio, tiingo, benzinga
 ### Key Design Decisions
 - Keep flat file layout (avoid breaking all imports for ~40 files)
 - Domain-prefixed naming for new files
 - Generic technical indicator dispatcher pattern for 14 new indicators
 - Consolidate _to_dicts before adding new services
 ### OpenBB Features Discovered
 - 67 new endpoints across 10 groups (A-J)
 - 3 Small, 4 Medium, 3 Large complexity groups
 - All use free providers (no new API keys required)
--- a/fixed_income_service.py
+++ b/fixed_income_service.py
@@ -0,0 +1,143 @@
 """Fixed income data: treasury rates, yield curve, auctions, corporate bonds."""
 import asyncio
 import logging
 from typing import Any
 from openbb import obb
 from obb_utils import to_list
 logger = logging.getLogger(__name__)
 async def get_treasury_rates() -> list[dict[str, Any]]:
    """Get full treasury yield curve rates (4W-30Y)."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.government.treasury_rates, provider="federal_reserve"
        )
        return to_list(result)
    except Exception:
        logger.warning("Treasury rates failed", exc_info=True)
        return []
 async def get_yield_curve(date: str | None = None) -> list[dict[str, Any]]:
    """Get yield curve with maturity/rate pairs."""
    try:
        kwargs: dict[str, Any] = {"provider": "federal_reserve"}
        if date:
            kwargs["date"] = date
        result = await asyncio.to_thread(
            obb.fixedincome.government.yield_curve, **kwargs
        )
        return to_list(result)
    except Exception:
        logger.warning("Yield curve failed", exc_info=True)
        return []
 async def get_treasury_auctions(security_type: str | None = None) -> list[dict[str, Any]]:
    """Get treasury auction data (bid-to-cover, yields)."""
    try:
        kwargs: dict[str, Any] = {"provider": "government_us"}
        if security_type:
            kwargs["security_type"] = security_type
        result = await asyncio.to_thread(
            obb.fixedincome.government.treasury_auctions, **kwargs
        )
        return to_list(result)
    except Exception:
        logger.warning("Treasury auctions failed", exc_info=True)
        return []
 async def get_tips_yields() -> list[dict[str, Any]]:
    """Get TIPS real yields by maturity."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.government.tips_yields, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("TIPS yields failed", exc_info=True)
        return []
 async def get_effr() -> list[dict[str, Any]]:
    """Get Effective Federal Funds Rate with percentiles."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.rate.effr, provider="federal_reserve"
        )
        return to_list(result)
    except Exception:
        logger.warning("EFFR failed", exc_info=True)
        return []
 async def get_sofr() -> list[dict[str, Any]]:
    """Get SOFR rate with moving averages."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.rate.sofr, provider="federal_reserve"
        )
        return to_list(result)
    except Exception:
        logger.warning("SOFR failed", exc_info=True)
        return []
 async def get_hqm() -> list[dict[str, Any]]:
    """Get High Quality Market corporate bond yields."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.corporate.hqm, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("HQM failed", exc_info=True)
        return []
 async def get_commercial_paper() -> list[dict[str, Any]]:
    """Get commercial paper rates by maturity and type."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.corporate.commercial_paper, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("Commercial paper failed", exc_info=True)
        return []
 async def get_spot_rates() -> list[dict[str, Any]]:
    """Get corporate bond spot rates."""
    try:
        result = await asyncio.to_thread(
            obb.fixedincome.corporate.spot_rates, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("Spot rates failed", exc_info=True)
        return []
 _VALID_SPREAD_SERIES = {"tcm", "tcm_effr", "treasury_effr"}
 async def get_spreads(series: str = "tcm") -> list[dict[str, Any]]:
    """Get treasury/corporate spreads (tcm, tcm_effr, treasury_effr)."""
    if series not in _VALID_SPREAD_SERIES:
        return []
    try:
        fn = getattr(obb.fixedincome.spreads, series, None)
        if fn is None:
            return []
        result = await asyncio.to_thread(fn, provider="fred")
        return to_list(result)
    except Exception:
        logger.warning("Spreads %s failed", series, exc_info=True)
        return []
--- a/k8s/base/drone-rbac.yaml
+++ b/k8s/base/drone-rbac.yaml
@@ -0,0 +1,29 @@
 apiVersion: rbac.authorization.k8s.io/v1
 kind: Role
 metadata:
  name: drone-deploy
  namespace: invest-api
 rules:
  - apiGroups: ["apps"]
    resources: ["deployments"]
    verbs: ["get", "list", "patch", "update"]
 ---
 apiVersion: rbac.authorization.k8s.io/v1
 kind: RoleBinding
 metadata:
  name: drone-deploy
  namespace: invest-api
 subjects:
  - kind: ServiceAccount
    name: default
    namespace: drone
  - kind: ServiceAccount
    name: drone
    namespace: drone
  - kind: ServiceAccount
    name: drone-runner-drone-runner-kube
    namespace: drone
 roleRef:
  kind: Role
  name: drone-deploy
  apiGroup: rbac.authorization.k8s.io
--- a/macro_service.py
+++ b/macro_service.py
@@ -6,6 +6,8 @@ from typing import Any
 from openbb import obb
 from obb_utils import to_list
 logger = logging.getLogger(__name__)
 PROVIDER = "fred"
@@ -23,32 +25,31 @@ SERIES = {
 }
-def _to_dicts(result: Any) -> list[dict[str, Any]]:
+async def get_series(
-    if result is None or result.results is None:
+    series_id: str, limit: int = 10, latest: bool = False,
-        return []
+) -> list[dict[str, Any]]:
    if isinstance(result.results, list):
        return [
            item.model_dump() if hasattr(item, "model_dump") else vars(item)
            for item in result.results
        ]
    if hasattr(result.results, "model_dump"):
        return [result.results.model_dump()]
    return [vars(result.results)]
 async def get_series(series_id: str, limit: int = 10) -> list[dict[str, Any]]:
    """Get a FRED time series by ID."""
    try:
        fetch_limit = limit if not latest else None
        kwargs: dict[str, Any] = {
            "symbol": series_id,
            "provider": PROVIDER,
        }
        if fetch_limit is not None:
            kwargs["limit"] = fetch_limit
        result = await asyncio.to_thread(
            obb.economy.fred_series,
-            symbol=series_id,
+            **kwargs,
            limit=limit,
            provider=PROVIDER,
        )
-        items = _to_dicts(result)
+        items = to_list(result)
-        for item in items:
+        items = [
-            if "date" in item and not isinstance(item["date"], str):
+            {**item, "date": str(item["date"])}
-                item = {**item, "date": str(item["date"])}
+            if "date" in item and not isinstance(item["date"], str)
            else item
            for item in items
        ]
        if latest:
            items = items[-limit:]
        return items
    except Exception:
        logger.warning("Failed to fetch FRED series %s", series_id, exc_info=True)
@@ -58,20 +59,22 @@ async def get_series(series_id: str, limit: int = 10) -> list[dict[str, Any]]:
 async def get_macro_overview() -> dict[str, Any]:
    """Get a summary of key macro indicators."""
    tasks = {
-        name: get_series(series_id, limit=1)
+        name: get_series(series_id, limit=1, latest=True)
        for name, series_id in SERIES.items()
    }
    results = await asyncio.gather(*tasks.values(), return_exceptions=True)
    overview: dict[str, Any] = {}
-    for name, result in zip(tasks.keys(), results):
+    for (name, series_id), result in zip(SERIES.items(), results):
        if isinstance(result, BaseException):
            logger.warning("Failed to fetch %s: %s", name, result)
            overview[name] = None
        elif result and len(result) > 0:
-            entry = result[0]
+            entry = result[-1]
            # FRED returns values keyed by series ID, not "value"
            value = entry.get(series_id) or entry.get("value")
            overview[name] = {
-                "value": entry.get("value"),
+                "value": value,
                "date": str(entry.get("date", "")),
            }
        else:
--- a/main.py
+++ b/main.py
@@ -1,27 +1,64 @@
 import logging
 from contextlib import asynccontextmanager
 import uvicorn
 from fastapi import FastAPI
 from fastapi.middleware.cors import CORSMiddleware
-from config import settings
+# Patch curl_cffi to use safari TLS fingerprint instead of chrome.
-from routes import router
+# curl_cffi's chrome impersonation triggers BoringSSL SSL_ERROR_SYSCALL on
-from routes_sentiment import router as sentiment_router
+# some networks; safari works reliably. This must happen before any import
-from routes_macro import router as macro_router
+# that creates a curl_cffi Session (yfinance, openbb).
-from routes_technical import router as technical_router
+import curl_cffi.requests as _cffi_requests
-from routes_quantitative import router as quantitative_router
+
-from routes_calendar import router as calendar_router
+_orig_session_init = _cffi_requests.Session.__init__
-from routes_market import router as market_router
+
 def _patched_session_init(self, *args, **kwargs):
    if kwargs.get("impersonate") == "chrome":
        kwargs["impersonate"] = "safari"
    _orig_session_init(self, *args, **kwargs)
 _cffi_requests.Session.__init__ = _patched_session_init
 from openbb import obb  # noqa: E402 - must be after curl_cffi patch
 from config import settings  # noqa: E402
 from routes import router  # noqa: E402
 from routes_calendar import router as calendar_router  # noqa: E402
 from routes_economy import router as economy_router  # noqa: E402
 from routes_fixed_income import router as fixed_income_router  # noqa: E402
 from routes_macro import router as macro_router  # noqa: E402
 from routes_market import router as market_router  # noqa: E402
 from routes_quantitative import router as quantitative_router  # noqa: E402
 from routes_regulators import router as regulators_router  # noqa: E402
 from routes_sentiment import router as sentiment_router  # noqa: E402
 from routes_shorts import router as shorts_router  # noqa: E402
 from routes_surveys import router as surveys_router  # noqa: E402
 from routes_technical import router as technical_router  # noqa: E402
 logging.basicConfig(
    level=settings.log_level.upper(),
    format="%(asctime)s %(levelname)s %(name)s: %(message)s",
 )
 logger = logging.getLogger(__name__)
@asynccontextmanager
 async def lifespan(app: FastAPI):
    """Register provider credentials once at startup."""
    if settings.fred_api_key:
        obb.user.credentials.fred_api_key = settings.fred_api_key
        logger.info("FRED API key registered")
    yield
 app = FastAPI(
    title="OpenBB Investment Analysis API",
    version="0.1.0",
    description="REST API for stock data and rule-based investment analysis, powered by OpenBB SDK.",
    lifespan=lifespan,
 )
 app.add_middleware(
@@ -39,6 +76,11 @@ app.include_router(technical_router)
 app.include_router(quantitative_router)
 app.include_router(calendar_router)
 app.include_router(market_router)
 app.include_router(shorts_router)
 app.include_router(fixed_income_router)
 app.include_router(economy_router)
 app.include_router(surveys_router)
 app.include_router(regulators_router)
@app.get("/health", response_model=dict[str, str])
--- a/market_service.py
+++ b/market_service.py
@@ -161,3 +161,57 @@ async def get_futures_curve(symbol: str) -> list[dict[str, Any]]:
    except Exception:
        logger.warning("Futures curve failed for %s", symbol, exc_info=True)
        return []
 # --- Currency Reference Rates (Group H) ---
 async def get_currency_reference_rates() -> list[dict[str, Any]]:
    """Get ECB reference exchange rates for major currencies."""
    try:
        result = await asyncio.to_thread(
            obb.currency.reference_rates, provider="ecb"
        )
        return to_list(result)
    except Exception:
        logger.warning("Currency reference rates failed", exc_info=True)
        return []
 # --- Index Enhanced (Group F) ---
 async def get_sp500_multiples(series_name: str = "pe_ratio") -> list[dict[str, Any]]:
    """Get historical S&P 500 valuation multiples (PE, Shiller PE, P/B, etc.)."""
    try:
        result = await asyncio.to_thread(
            obb.index.sp500_multiples, series_name=series_name, provider="multpl"
        )
        return to_list(result)
    except Exception:
        logger.warning("SP500 multiples failed for %s", series_name, exc_info=True)
        return []
 async def get_index_constituents(symbol: str) -> list[dict[str, Any]]:
    """Get index member stocks with sector and price data."""
    try:
        result = await asyncio.to_thread(
            obb.index.constituents, symbol, provider="cboe"
        )
        return to_list(result)
    except Exception:
        logger.warning("Index constituents failed for %s", symbol, exc_info=True)
        return []
 async def get_etf_nport(symbol: str) -> list[dict[str, Any]]:
    """Get detailed ETF holdings from SEC N-PORT filings."""
    try:
        result = await asyncio.to_thread(
            obb.etf.nport_disclosure, symbol, provider="sec"
        )
        return to_list(result)
    except Exception:
        logger.warning("ETF N-PORT failed for %s", symbol, exc_info=True)
        return []
--- a/obb_utils.py
+++ b/obb_utils.py
@@ -1,7 +1,16 @@
 """Shared OpenBB result conversion utilities."""
 import asyncio
 import logging
 from datetime import datetime, timedelta, timezone
 from typing import Any
 from openbb import obb
 logger = logging.getLogger(__name__)
 PROVIDER = "yfinance"
 def to_list(result: Any) -> list[dict[str, Any]]:
    """Convert OBBject result to list of dicts with serialized dates."""
@@ -49,3 +58,26 @@ def safe_last(result: Any) -> dict[str, Any] | None:
        return None
    last = items[-1]
    return last.model_dump() if hasattr(last, "model_dump") else None
 def first_or_empty(result: Any) -> dict[str, Any]:
    """Get first result as dict, or empty dict."""
    items = to_list(result)
    return items[0] if items else {}
 async def fetch_historical(
    symbol: str, days: int = 365, provider: str = PROVIDER,
 ) -> Any | None:
    """Fetch historical price data, returning the OBBject result or None."""
    start = (datetime.now(tz=timezone.utc) - timedelta(days=days)).strftime("%Y-%m-%d")
    try:
        result = await asyncio.to_thread(
            obb.equity.price.historical, symbol, start_date=start, provider=provider,
        )
    except Exception:
        logger.warning("Historical fetch failed for %s", symbol, exc_info=True)
        return None
    if result is None or result.results is None:
        return None
    return result
--- a/openbb_service.py
+++ b/openbb_service.py
@@ -1,51 +1,34 @@
 import asyncio
 import logging
-from datetime import datetime, timedelta
+from datetime import datetime, timedelta, timezone
 from typing import Any
 import yfinance as yf
 from openbb import obb
 from obb_utils import to_list, first_or_empty
 logger = logging.getLogger(__name__)
 PROVIDER = "yfinance"
-def _to_dicts(result: Any) -> list[dict[str, Any]]:
+async def get_quote(symbol: str) -> dict[str, Any]:
    """Convert OBBject results to list of dicts."""
    if result is None or result.results is None:
        return []
    if isinstance(result.results, list):
        return [
            item.model_dump() if hasattr(item, "model_dump") else vars(item)
            for item in result.results
        ]
    if hasattr(result.results, "model_dump"):
        return [result.results.model_dump()]
    return [vars(result.results)]
 def _first_or_empty(result: Any) -> dict[str, Any]:
    """Get first result as dict, or empty dict."""
    items = _to_dicts(result)
    return items[0] if items else {}
 async def get_quote(symbol: str) -> dict:
    result = await asyncio.to_thread(
        obb.equity.price.quote, symbol, provider=PROVIDER
    )
-    return _first_or_empty(result)
+    return first_or_empty(result)
-async def get_historical(symbol: str, days: int = 365) -> list[dict]:
+async def get_historical(symbol: str, days: int = 365) -> list[dict[str, Any]]:
-    start = (datetime.now() - timedelta(days=days)).strftime("%Y-%m-%d")
+    start = (datetime.now(tz=timezone.utc) - timedelta(days=days)).strftime("%Y-%m-%d")
    result = await asyncio.to_thread(
        obb.equity.price.historical,
        symbol,
        start_date=start,
        provider=PROVIDER,
    )
-    items = _to_dicts(result)
+    items = to_list(result)
    return [
        {**item, "date": str(item["date"])}
        if "date" in item and not isinstance(item["date"], str)
@@ -54,42 +37,42 @@ async def get_historical(symbol: str, days: int = 365) -> list[dict]:
    ]
-async def get_profile(symbol: str) -> dict:
+async def get_profile(symbol: str) -> dict[str, Any]:
    result = await asyncio.to_thread(
        obb.equity.profile, symbol, provider=PROVIDER
    )
-    return _first_or_empty(result)
+    return first_or_empty(result)
-async def get_metrics(symbol: str) -> dict:
+async def get_metrics(symbol: str) -> dict[str, Any]:
    result = await asyncio.to_thread(
        obb.equity.fundamental.metrics, symbol, provider=PROVIDER
    )
-    return _first_or_empty(result)
+    return first_or_empty(result)
-async def get_income(symbol: str) -> list[dict]:
+async def get_income(symbol: str) -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.fundamental.income, symbol, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_balance(symbol: str) -> list[dict]:
+async def get_balance(symbol: str) -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.fundamental.balance, symbol, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_cash_flow(symbol: str) -> list[dict]:
+async def get_cash_flow(symbol: str) -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.fundamental.cash, symbol, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_financials(symbol: str) -> dict:
+async def get_financials(symbol: str) -> dict[str, Any]:
    income, balance, cash_flow = await asyncio.gather(
        get_income(symbol),
        get_balance(symbol),
@@ -104,26 +87,26 @@ async def get_financials(symbol: str) -> dict:
 async def get_price_target(symbol: str) -> float | None:
    """Get consensus analyst price target via yfinance."""
    def _fetch() -> float | None:
        t = yf.Ticker(symbol)
        return t.info.get("targetMeanPrice")
    try:
-        result = await asyncio.to_thread(
+        return await asyncio.to_thread(_fetch)
            obb.equity.estimates.price_target, symbol, provider=PROVIDER
        )
        items = _to_dicts(result)
        if items:
            return items[0].get("adj_price_target") or items[0].get("price_target")
    except Exception:
        logger.warning("Failed to get price target for %s", symbol, exc_info=True)
    return None
-async def get_news(symbol: str) -> list[dict]:
+async def get_news(symbol: str) -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.news.company, symbol, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_summary(symbol: str) -> dict:
+async def get_summary(symbol: str) -> dict[str, Any]:
    quote, profile, metrics, financials = await asyncio.gather(
        get_quote(symbol),
        get_profile(symbol),
@@ -138,36 +121,119 @@ async def get_summary(symbol: str) -> dict:
    }
-async def get_gainers() -> list[dict]:
+async def get_gainers() -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.discovery.gainers, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_losers() -> list[dict]:
+async def get_losers() -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.discovery.losers, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_active() -> list[dict]:
+async def get_active() -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.discovery.active, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_undervalued() -> list[dict]:
+async def get_undervalued() -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.discovery.undervalued_large_caps, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
-async def get_growth() -> list[dict]:
+async def get_growth() -> list[dict[str, Any]]:
    result = await asyncio.to_thread(
        obb.equity.discovery.growth_tech, provider=PROVIDER
    )
-    return _to_dicts(result)
+    return to_list(result)
 async def get_upgrades_downgrades(
    symbol: str, limit: int = 20,
 ) -> list[dict[str, Any]]:
    """Get analyst upgrades/downgrades via yfinance."""
    def _fetch() -> list[dict[str, Any]]:
        t = yf.Ticker(symbol)
        df = t.upgrades_downgrades
        if df is None or df.empty:
            return []
        df = df.head(limit).reset_index()
        return [
            {
                "date": str(row.get("GradeDate", "")),
                "company": row.get("Firm"),
                "action": row.get("Action"),
                "from_grade": row.get("FromGrade"),
                "to_grade": row.get("ToGrade"),
                "price_target_action": row.get("priceTargetAction"),
                "current_price_target": row.get("currentPriceTarget"),
                "prior_price_target": row.get("priorPriceTarget"),
            }
            for _, row in df.iterrows()
        ]
    return await asyncio.to_thread(_fetch)
 # --- Equity Fundamentals Extended (Group B) ---
 async def get_management(symbol: str) -> list[dict[str, Any]]:
    """Get executive team info (name, title, compensation)."""
    try:
        result = await asyncio.to_thread(
            obb.equity.fundamental.management, symbol, provider=PROVIDER
        )
        return to_list(result)
    except Exception:
        logger.warning("Management failed for %s", symbol, exc_info=True)
        return []
 async def get_dividends(symbol: str) -> list[dict[str, Any]]:
    """Get historical dividend records."""
    try:
        result = await asyncio.to_thread(
            obb.equity.fundamental.dividends, symbol, provider=PROVIDER
        )
        return to_list(result)
    except Exception:
        logger.warning("Dividends failed for %s", symbol, exc_info=True)
        return []
 async def get_filings(
    symbol: str, form_type: str | None = None,
 ) -> list[dict[str, Any]]:
    """Get SEC filings (10-K, 10-Q, 8-K, etc.)."""
    try:
        kwargs: dict[str, Any] = {"symbol": symbol, "provider": "sec"}
        if form_type is not None:
            kwargs["type"] = form_type
        result = await asyncio.to_thread(
            obb.equity.fundamental.filings, **kwargs
        )
        return to_list(result)
    except Exception:
        logger.warning("Filings failed for %s", symbol, exc_info=True)
        return []
 async def search_company(query: str) -> list[dict[str, Any]]:
    """Search for companies by name."""
    try:
        result = await asyncio.to_thread(
            obb.equity.search, query, provider="sec"
        )
        return to_list(result)
    except Exception:
        logger.warning("Company search failed for %s", query, exc_info=True)
        return []
--- a/progress.md
+++ b/progress.md
@@ -0,0 +1,38 @@
 # Progress Log
 ## Session 2026-03-19
 ### Completed
 - [x] Fixed Dockerfile SSL issue (libssl3 runtime dep)
 - [x] Fixed curl_cffi TLS error (pin 0.7.4, safari fingerprint patch)
 - [x] Registered FRED API key with OpenBB credentials
 - [x] Fixed macro_service to return latest data (not oldest)
 - [x] Switched upgrades endpoint from Finnhub to yfinance
 - [x] Switched price_target from FMP to yfinance
 - [x] Tested all 32 endpoints locally and on deployed environment
 - [x] Updated README
 - [x] Researched OpenBB features for expansion (67 new endpoints identified)
 - [x] Architecture analysis complete
 - [x] Implementation plan created (task_plan.md)
 ### Implementation Progress
 - [x] P0: Consolidated `_to_dicts` -> `obb_utils.to_list` in openbb_service.py and macro_service.py
 - [x] P0: Added `fetch_historical` and `first_or_empty` to obb_utils.py
 - [x] P0: Updated technical_service.py and quantitative_service.py to use shared helpers
 - [x] Phase 1 Group I: 12 new technical indicators (ATR, ADX, Stoch, OBV, Ichimoku, Donchian, Aroon, CCI, KC, Fib, A/D, Cones)
 - [x] Phase 1 Group J: Sortino, Omega, rolling stats (6 stats via generic endpoint)
 - [x] Phase 1 Group H: Currency reference rates (ECB)
 - [x] Phase 2 Group C: Fixed income (10 endpoints) - new service + routes
 - [x] Phase 2 Group D: Economy expanded (11 endpoints) - new service + routes
 - [x] Phase 2 Group E: Surveys (5 endpoints) - new service + routes
 - [x] Phase 3 Group B: Equity fundamentals (4 endpoints) - management, dividends, filings, search
 - [x] Phase 3 Group A: Shorts & dark pool (4 endpoints) - new service + routes
 - [x] Phase 3 Group F: Index/ETF enhanced (3 endpoints) - sp500 multiples, constituents, nport
 - [x] Phase 4 Group G: Regulators (5 endpoints) - COT, SEC litigation, institutions
 - [x] All 5 new routers registered in main.py
 - [x] App imports verified: 108 routes total
 ### Current State
 - 108 total routes (including OpenAPI/docs)
 - Code reviewer and security reviewer running in background
 - Pending: review feedback, testing, commit
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -9,6 +9,7 @@ dependencies = [
    "openbb[yfinance]",
    "pydantic-settings",
    "httpx",
    "curl_cffi==0.7.4",
 ]
 [project.optional-dependencies]
--- a/quantitative_service.py
+++ b/quantitative_service.py
@@ -7,7 +7,7 @@ from typing import Any
 from openbb import obb
-from obb_utils import extract_single, safe_last
+from obb_utils import extract_single, safe_last, fetch_historical, to_list
 logger = logging.getLogger(__name__)
@@ -122,3 +122,74 @@ async def get_unitroot_test(symbol: str, days: int = 365) -> dict[str, Any]:
    except Exception:
        logger.warning("Unit root test failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute unit root test"}
 # --- Extended Quantitative (Phase 1, Group J) ---
 async def get_sortino(symbol: str, days: int = 365) -> dict[str, Any]:
    """Sortino ratio -- risk-adjusted return penalizing only downside deviation."""
    fetch_days = max(days, PERF_DAYS)
    hist = await fetch_historical(symbol, fetch_days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.quantitative.performance.sortino_ratio,
            data=hist.results, target=TARGET,
        )
        return {"symbol": symbol, "period_days": days, "sortino": safe_last(result)}
    except Exception:
        logger.warning("Sortino failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Sortino ratio"}
 async def get_omega(symbol: str, days: int = 365) -> dict[str, Any]:
    """Omega ratio -- probability-weighted gain vs loss ratio."""
    fetch_days = max(days, PERF_DAYS)
    hist = await fetch_historical(symbol, fetch_days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.quantitative.performance.omega_ratio,
            data=hist.results, target=TARGET,
        )
        return {"symbol": symbol, "period_days": days, "omega": safe_last(result)}
    except Exception:
        logger.warning("Omega failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Omega ratio"}
 async def get_rolling_stat(
    symbol: str, stat: str, days: int = 365, window: int = 30,
 ) -> dict[str, Any]:
    """Compute a rolling statistic (variance, stdev, mean, skew, kurtosis, quantile)."""
    valid_stats = {"variance", "stdev", "mean", "skew", "kurtosis", "quantile"}
    if stat not in valid_stats:
        return {"symbol": symbol, "error": f"Invalid stat. Valid options: {', '.join(sorted(valid_stats))}"}
    fetch_days = max(days, PERF_DAYS)
    hist = await fetch_historical(symbol, fetch_days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        fn = getattr(obb.quantitative.rolling, stat, None)
        if fn is None or not callable(fn):
            return {"symbol": symbol, "error": f"Stat '{stat}' not available"}
        result = await asyncio.to_thread(
            fn, data=hist.results, target=TARGET, window=window,
        )
        items = to_list(result)
        # Return last N items matching the requested window
        tail = items[-window:] if len(items) > window else items
        return {
            "symbol": symbol,
            "stat": stat,
            "window": window,
            "period_days": days,
            "data": tail,
        }
    except Exception:
        logger.warning("Rolling %s failed for %s", stat, symbol, exc_info=True)
        return {"symbol": symbol, "error": f"Failed to compute rolling {stat}"}
--- a/regulators_service.py
+++ b/regulators_service.py
@@ -0,0 +1,71 @@
 """Regulatory data: CFTC COT reports, SEC litigation, institutional data."""
 import asyncio
 import logging
 from typing import Any
 from openbb import obb
 from obb_utils import to_list
 logger = logging.getLogger(__name__)
 async def get_cot(symbol: str) -> list[dict[str, Any]]:
    """Get Commitment of Traders report for a futures symbol."""
    try:
        result = await asyncio.to_thread(
            obb.regulators.cftc.cot, symbol, provider="cftc"
        )
        return to_list(result)
    except Exception:
        logger.warning("COT failed for %s", symbol, exc_info=True)
        return []
 async def cot_search(query: str) -> list[dict[str, Any]]:
    """Search COT report symbols."""
    try:
        result = await asyncio.to_thread(
            obb.regulators.cftc.cot_search, query, provider="cftc"
        )
        return to_list(result)
    except Exception:
        logger.warning("COT search failed for %s", query, exc_info=True)
        return []
 async def get_sec_litigation() -> list[dict[str, Any]]:
    """Get SEC litigation releases."""
    try:
        result = await asyncio.to_thread(
            obb.regulators.sec.rss_litigation, provider="sec"
        )
        return to_list(result)
    except Exception:
        logger.warning("SEC litigation failed", exc_info=True)
        return []
 async def search_institutions(query: str) -> list[dict[str, Any]]:
    """Search for institutional investors filing with SEC."""
    try:
        result = await asyncio.to_thread(
            obb.regulators.sec.institutions_search, query, provider="sec"
        )
        return to_list(result)
    except Exception:
        logger.warning("Institution search failed for %s", query, exc_info=True)
        return []
 async def get_cik_map(symbol: str) -> list[dict[str, Any]]:
    """Map ticker symbol to CIK number."""
    try:
        result = await asyncio.to_thread(
            obb.regulators.sec.cik_map, symbol, provider="sec"
        )
        return to_list(result)
    except Exception:
        logger.warning("CIK map failed for %s", symbol, exc_info=True)
        return []
--- a/routes.py
+++ b/routes.py
@@ -173,3 +173,44 @@ async def discover_growth():
    """Get growth tech stocks."""
    data = await openbb_service.get_growth()
    return ApiResponse(data=discover_items_from_list(data))
 # --- Equity Fundamentals Extended (Group B) ---
@router.get("/stock/{symbol}/management", response_model=ApiResponse)
@safe
 async def stock_management(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get executive team: name, title, compensation."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_management(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/dividends", response_model=ApiResponse)
@safe
 async def stock_dividends(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get historical dividend records."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_dividends(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/filings", response_model=ApiResponse)
@safe
 async def stock_filings(
    symbol: str = Path(..., min_length=1, max_length=20),
    form_type: str = Query(default=None, max_length=20, pattern=r"^[A-Za-z0-9/-]+$"),
 ):
    """Get SEC filings (10-K, 10-Q, 8-K, etc.)."""
    symbol = validate_symbol(symbol)
    data = await openbb_service.get_filings(symbol, form_type=form_type)
    return ApiResponse(data=data)
@router.get("/search", response_model=ApiResponse)
@safe
 async def company_search(query: str = Query(..., min_length=1, max_length=100)):
    """Search for companies by name (SEC/NASDAQ)."""
    data = await openbb_service.search_company(query)
    return ApiResponse(data=data)
--- a/routes_economy.py
+++ b/routes_economy.py
@@ -0,0 +1,126 @@
 """Routes for expanded economy data."""
 from fastapi import APIRouter, Query
 from models import ApiResponse
 from route_utils import safe
 import economy_service
 router = APIRouter(prefix="/api/v1")
 # --- Structured macro indicators (Group D) ---
@router.get("/macro/cpi", response_model=ApiResponse)
@safe
 async def macro_cpi(country: str = Query(default="united_states", max_length=50, pattern=r"^[a-z_]+$")):
    """Consumer Price Index (multi-country)."""
    data = await economy_service.get_cpi(country=country)
    return ApiResponse(data=data)
@router.get("/macro/gdp", response_model=ApiResponse)
@safe
 async def macro_gdp(
    gdp_type: str = Query(default="real", pattern="^(nominal|real|forecast)$"),
 ):
    """GDP: nominal, real, or forecast."""
    data = await economy_service.get_gdp(gdp_type=gdp_type)
    return ApiResponse(data=data)
@router.get("/macro/unemployment", response_model=ApiResponse)
@safe
 async def macro_unemployment(
    country: str = Query(default="united_states", max_length=50, pattern=r"^[a-z_]+$"),
 ):
    """Unemployment rate (multi-country, with demographic breakdowns)."""
    data = await economy_service.get_unemployment(country=country)
    return ApiResponse(data=data)
@router.get("/macro/pce", response_model=ApiResponse)
@safe
 async def macro_pce():
    """Personal Consumption Expenditures (Fed preferred inflation measure)."""
    data = await economy_service.get_pce()
    return ApiResponse(data=data)
@router.get("/macro/money-measures", response_model=ApiResponse)
@safe
 async def macro_money_measures():
    """M1/M2 money supply, currency in circulation."""
    data = await economy_service.get_money_measures()
    return ApiResponse(data=data)
@router.get("/macro/cli", response_model=ApiResponse)
@safe
 async def macro_cli(country: str = Query(default="united_states", max_length=50, pattern=r"^[a-z_]+$")):
    """Composite Leading Indicator (predicts recessions 6-9 months ahead)."""
    data = await economy_service.get_composite_leading_indicator(country=country)
    return ApiResponse(data=data)
@router.get("/macro/house-price-index", response_model=ApiResponse)
@safe
 async def macro_hpi(country: str = Query(default="united_states", max_length=50, pattern=r"^[a-z_]+$")):
    """Housing price index (multi-country)."""
    data = await economy_service.get_house_price_index(country=country)
    return ApiResponse(data=data)
 # --- Economy data endpoints ---
@router.get("/economy/fred-regional", response_model=ApiResponse)
@safe
 async def economy_fred_regional(
    series_id: str = Query(..., min_length=1, max_length=30),
    region: str = Query(default=None, max_length=20, pattern=r"^[a-z_]+$"),
 ):
    """Regional FRED data by state, county, or MSA."""
    data = await economy_service.get_fred_regional(series_id=series_id, region=region)
    return ApiResponse(data=data)
@router.get("/economy/primary-dealer-positioning", response_model=ApiResponse)
@safe
 async def economy_primary_dealer():
    """Primary dealer net positions: treasuries, MBS, corporate bonds."""
    data = await economy_service.get_primary_dealer_positioning()
    return ApiResponse(data=data)
@router.get("/economy/fred-search", response_model=ApiResponse)
@safe
 async def economy_fred_search(query: str = Query(..., min_length=1, max_length=100)):
    """Search FRED series by keyword (800K+ economic series)."""
    data = await economy_service.fred_search(query=query)
    return ApiResponse(data=data)
@router.get("/economy/balance-of-payments", response_model=ApiResponse)
@safe
 async def economy_bop():
    """Balance of payments: current/capital/financial account."""
    data = await economy_service.get_balance_of_payments()
    return ApiResponse(data=data)
@router.get("/economy/central-bank-holdings", response_model=ApiResponse)
@safe
 async def economy_fed_holdings():
    """Fed SOMA portfolio: holdings by security type."""
    data = await economy_service.get_central_bank_holdings()
    return ApiResponse(data=data)
@router.get("/economy/fomc-documents", response_model=ApiResponse)
@safe
 async def economy_fomc(year: int = Query(default=None, ge=2000, le=2099)):
    """FOMC meeting documents: minutes, projections, press conferences."""
    data = await economy_service.get_fomc_documents(year=year)
    return ApiResponse(data=data)
--- a/routes_fixed_income.py
+++ b/routes_fixed_income.py
@@ -0,0 +1,93 @@
 """Routes for fixed income data."""
 from fastapi import APIRouter, Query
 from models import ApiResponse
 from route_utils import safe
 import fixed_income_service
 router = APIRouter(prefix="/api/v1/fixed-income")
@router.get("/treasury-rates", response_model=ApiResponse)
@safe
 async def treasury_rates():
    """Full treasury yield curve rates (4W-30Y)."""
    data = await fixed_income_service.get_treasury_rates()
    return ApiResponse(data=data)
@router.get("/yield-curve", response_model=ApiResponse)
@safe
 async def yield_curve(date: str = Query(default=None, max_length=10, pattern=r"^\d{4}-\d{2}-\d{2}$")):
    """Yield curve with maturity/rate pairs."""
    data = await fixed_income_service.get_yield_curve(date=date)
    return ApiResponse(data=data)
@router.get("/treasury-auctions", response_model=ApiResponse)
@safe
 async def treasury_auctions(
    security_type: str = Query(default=None, max_length=30, pattern=r"^[a-zA-Z_ -]+$"),
 ):
    """Treasury auction data: bid-to-cover ratios, yields."""
    data = await fixed_income_service.get_treasury_auctions(security_type=security_type)
    return ApiResponse(data=data)
@router.get("/tips-yields", response_model=ApiResponse)
@safe
 async def tips_yields():
    """TIPS real yields by maturity."""
    data = await fixed_income_service.get_tips_yields()
    return ApiResponse(data=data)
@router.get("/effr", response_model=ApiResponse)
@safe
 async def effr():
    """Effective Federal Funds Rate with percentiles and volume."""
    data = await fixed_income_service.get_effr()
    return ApiResponse(data=data)
@router.get("/sofr", response_model=ApiResponse)
@safe
 async def sofr():
    """SOFR rate with 30/90/180-day moving averages."""
    data = await fixed_income_service.get_sofr()
    return ApiResponse(data=data)
@router.get("/hqm", response_model=ApiResponse)
@safe
 async def hqm():
    """High Quality Market corporate bond yields (AAA/AA/A)."""
    data = await fixed_income_service.get_hqm()
    return ApiResponse(data=data)
@router.get("/commercial-paper", response_model=ApiResponse)
@safe
 async def commercial_paper():
    """Commercial paper rates by maturity and type."""
    data = await fixed_income_service.get_commercial_paper()
    return ApiResponse(data=data)
@router.get("/spot-rates", response_model=ApiResponse)
@safe
 async def spot_rates():
    """Corporate bond spot rates and par yields."""
    data = await fixed_income_service.get_spot_rates()
    return ApiResponse(data=data)
@router.get("/spreads", response_model=ApiResponse)
@safe
 async def spreads(
    series: str = Query(default="tcm", pattern="^(tcm|tcm_effr|treasury_effr)$"),
 ):
    """Treasury/corporate spreads (tcm, tcm_effr, treasury_effr)."""
    data = await fixed_income_service.get_spreads(series=series)
    return ApiResponse(data=data)
--- a/routes_market.py
+++ b/routes_market.py
@@ -135,3 +135,45 @@ async def futures_curve(symbol: str = Path(..., min_length=1, max_length=20)):
    symbol = validate_symbol(symbol)
    data = await market_service.get_futures_curve(symbol)
    return ApiResponse(data=data)
 # --- Currency Reference Rates (Group H) ---
@router.get("/currency/reference-rates", response_model=ApiResponse)
@safe
 async def currency_reference_rates():
    """Get ECB reference exchange rates for 28 major currencies."""
    data = await market_service.get_currency_reference_rates()
    return ApiResponse(data=data)
 # --- Index Enhanced (Group F) ---
@router.get("/index/sp500-multiples", response_model=ApiResponse)
@safe
 async def sp500_multiples(
    series: str = Query(default="pe_ratio", pattern="^[a-z_]+$"),
 ):
    """Historical S&P 500 valuation: pe_ratio, shiller_pe_ratio, dividend_yield, etc."""
    data = await market_service.get_sp500_multiples(series)
    return ApiResponse(data=data)
@router.get("/index/{symbol}/constituents", response_model=ApiResponse)
@safe
 async def index_constituents(symbol: str = Path(..., min_length=1, max_length=20)):
    """Get index member stocks with sector and price data."""
    symbol = validate_symbol(symbol)
    data = await market_service.get_index_constituents(symbol)
    return ApiResponse(data=data)
@router.get("/etf/{symbol}/nport", response_model=ApiResponse)
@safe
 async def etf_nport(symbol: str = Path(..., min_length=1, max_length=20)):
    """Detailed ETF holdings from SEC N-PORT filings."""
    symbol = validate_symbol(symbol)
    data = await market_service.get_etf_nport(symbol)
    return ApiResponse(data=data)
--- a/routes_quantitative.py
+++ b/routes_quantitative.py
@@ -52,3 +52,44 @@ async def stock_unitroot(
    symbol = validate_symbol(symbol)
    data = await quantitative_service.get_unitroot_test(symbol, days=days)
    return ApiResponse(data=data)
 # --- Extended Quantitative (Group J) ---
@router.get("/stock/{symbol}/sortino", response_model=ApiResponse)
@safe
 async def stock_sortino(
    symbol: str = Path(..., min_length=1, max_length=20),
    days: int = Query(default=365, ge=30, le=3650),
 ):
    """Sortino ratio -- risk-adjusted return penalizing only downside deviation."""
    symbol = validate_symbol(symbol)
    data = await quantitative_service.get_sortino(symbol, days=days)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/omega", response_model=ApiResponse)
@safe
 async def stock_omega(
    symbol: str = Path(..., min_length=1, max_length=20),
    days: int = Query(default=365, ge=30, le=3650),
 ):
    """Omega ratio -- probability-weighted gain vs loss."""
    symbol = validate_symbol(symbol)
    data = await quantitative_service.get_omega(symbol, days=days)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/rolling/{stat}", response_model=ApiResponse)
@safe
 async def stock_rolling(
    symbol: str = Path(..., min_length=1, max_length=20),
    stat: str = Path(..., pattern="^(variance|stdev|mean|skew|kurtosis|quantile)$"),
    days: int = Query(default=365, ge=30, le=3650),
    window: int = Query(default=30, ge=5, le=252),
 ):
    """Rolling statistics: variance, stdev, mean, skew, kurtosis, quantile."""
    symbol = validate_symbol(symbol)
    data = await quantitative_service.get_rolling_stat(symbol, stat=stat, days=days, window=window)
    return ApiResponse(data=data)
--- a/routes_regulators.py
+++ b/routes_regulators.py
@@ -0,0 +1,51 @@
 """Routes for regulatory data (CFTC, SEC)."""
 from fastapi import APIRouter, Path, Query
 from models import ApiResponse
 from route_utils import safe, validate_symbol
 import regulators_service
 router = APIRouter(prefix="/api/v1/regulators")
@router.get("/cot", response_model=ApiResponse)
@safe
 async def cot_report(symbol: str = Query(..., min_length=1, max_length=20)):
    """Commitment of Traders: commercial/speculator positions for futures."""
    symbol = validate_symbol(symbol)
    data = await regulators_service.get_cot(symbol)
    return ApiResponse(data=data)
@router.get("/cot/search", response_model=ApiResponse)
@safe
 async def cot_search(query: str = Query(..., min_length=1, max_length=100)):
    """Search COT report symbols."""
    data = await regulators_service.cot_search(query)
    return ApiResponse(data=data)
@router.get("/sec/litigation", response_model=ApiResponse)
@safe
 async def sec_litigation():
    """SEC litigation releases RSS feed."""
    data = await regulators_service.get_sec_litigation()
    return ApiResponse(data=data)
@router.get("/sec/institutions", response_model=ApiResponse)
@safe
 async def sec_institutions(query: str = Query(..., min_length=1, max_length=100)):
    """Search institutional investors filing with SEC."""
    data = await regulators_service.search_institutions(query)
    return ApiResponse(data=data)
@router.get("/sec/cik-map/{symbol}", response_model=ApiResponse)
@safe
 async def sec_cik_map(symbol: str = Path(..., min_length=1, max_length=20)):
    """Map ticker symbol to SEC CIK number."""
    symbol = validate_symbol(symbol)
    data = await regulators_service.get_cik_map(symbol)
    return ApiResponse(data=data)
--- a/routes_sentiment.py
+++ b/routes_sentiment.py
@@ -8,6 +8,7 @@ from models import ApiResponse
 from route_utils import safe, validate_symbol
 import alphavantage_service
 import finnhub_service
 import openbb_service
 import logging
@@ -96,17 +97,7 @@ async def stock_recommendations(symbol: str = Path(..., min_length=1, max_length
@router.get("/stock/{symbol}/upgrades", response_model=ApiResponse)
@safe
 async def stock_upgrades(symbol: str = Path(..., min_length=1, max_length=20)):
-    """Get recent analyst upgrades and downgrades."""
+    """Get recent analyst upgrades and downgrades (via yfinance)."""
    symbol = validate_symbol(symbol)
-    raw = await finnhub_service.get_upgrade_downgrade(symbol)
+    data = await openbb_service.get_upgrades_downgrades(symbol)
-    upgrades = [
+    return ApiResponse(data=data)
        {
            "company": u.get("company"),
            "action": u.get("action"),
            "from_grade": u.get("fromGrade"),
            "to_grade": u.get("toGrade"),
            "date": u.get("gradeTime"),
        }
        for u in raw[:20]
    ]
    return ApiResponse(data=upgrades)
--- a/routes_shorts.py
+++ b/routes_shorts.py
@@ -0,0 +1,45 @@
 """Routes for equity shorts and dark pool data."""
 from fastapi import APIRouter, Path
 from models import ApiResponse
 from route_utils import safe, validate_symbol
 import shorts_service
 router = APIRouter(prefix="/api/v1")
@router.get("/stock/{symbol}/shorts/volume", response_model=ApiResponse)
@safe
 async def short_volume(symbol: str = Path(..., min_length=1, max_length=20)):
    """Daily short volume and percent (stockgrid)."""
    symbol = validate_symbol(symbol)
    data = await shorts_service.get_short_volume(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/shorts/ftd", response_model=ApiResponse)
@safe
 async def fails_to_deliver(symbol: str = Path(..., min_length=1, max_length=20)):
    """Fails-to-deliver records from SEC."""
    symbol = validate_symbol(symbol)
    data = await shorts_service.get_fails_to_deliver(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/shorts/interest", response_model=ApiResponse)
@safe
 async def short_interest(symbol: str = Path(..., min_length=1, max_length=20)):
    """Short interest positions, days to cover (FINRA)."""
    symbol = validate_symbol(symbol)
    data = await shorts_service.get_short_interest(symbol)
    return ApiResponse(data=data)
@router.get("/darkpool/{symbol}/otc", response_model=ApiResponse)
@safe
 async def darkpool_otc(symbol: str = Path(..., min_length=1, max_length=20)):
    """OTC/dark pool aggregate trade volume (FINRA)."""
    symbol = validate_symbol(symbol)
    data = await shorts_service.get_darkpool_otc(symbol)
    return ApiResponse(data=data)
--- a/routes_surveys.py
+++ b/routes_surveys.py
@@ -0,0 +1,49 @@
 """Routes for economy surveys."""
 from fastapi import APIRouter, Query
 from models import ApiResponse
 from route_utils import safe
 import surveys_service
 router = APIRouter(prefix="/api/v1/economy/surveys")
@router.get("/michigan", response_model=ApiResponse)
@safe
 async def survey_michigan():
    """University of Michigan Consumer Sentiment + inflation expectations."""
    data = await surveys_service.get_michigan()
    return ApiResponse(data=data)
@router.get("/sloos", response_model=ApiResponse)
@safe
 async def survey_sloos():
    """Senior Loan Officer Opinion Survey (lending standards, recession signal)."""
    data = await surveys_service.get_sloos()
    return ApiResponse(data=data)
@router.get("/nonfarm-payrolls", response_model=ApiResponse)
@safe
 async def survey_nfp():
    """Detailed employment data: employees, hours, earnings by industry."""
    data = await surveys_service.get_nonfarm_payrolls()
    return ApiResponse(data=data)
@router.get("/empire-state", response_model=ApiResponse)
@safe
 async def survey_empire():
    """Empire State Manufacturing Survey (NY manufacturing outlook)."""
    data = await surveys_service.get_empire_state()
    return ApiResponse(data=data)
@router.get("/bls-search", response_model=ApiResponse)
@safe
 async def survey_bls_search(query: str = Query(..., min_length=1, max_length=100)):
    """Search BLS data series (CPI components, wages, employment, etc.)."""
    data = await surveys_service.bls_search(query=query)
    return ApiResponse(data=data)
--- a/routes_technical.py
+++ b/routes_technical.py
@@ -1,6 +1,6 @@
 """Routes for technical analysis indicators."""
-from fastapi import APIRouter, Path
+from fastapi import APIRouter, Path, Query
 from models import ApiResponse
 from route_utils import safe, validate_symbol
@@ -16,3 +16,171 @@ async def stock_technical(symbol: str = Path(..., min_length=1, max_length=20)):
    symbol = validate_symbol(symbol)
    data = await technical_service.get_technical_indicators(symbol)
    return ApiResponse(data=data)
 # --- Individual Technical Indicators (Group I) ---
@router.get("/stock/{symbol}/technical/atr", response_model=ApiResponse)
@safe
 async def stock_atr(
    symbol: str = Path(..., min_length=1, max_length=20),
    length: int = Query(default=14, ge=1, le=100),
 ):
    """Average True Range -- volatility for position sizing and stop-loss."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_atr(symbol, length=length)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/adx", response_model=ApiResponse)
@safe
 async def stock_adx(
    symbol: str = Path(..., min_length=1, max_length=20),
    length: int = Query(default=14, ge=1, le=100),
 ):
    """Average Directional Index -- trend strength (>25 strong, <20 range-bound)."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_adx(symbol, length=length)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/stoch", response_model=ApiResponse)
@safe
 async def stock_stoch(
    symbol: str = Path(..., min_length=1, max_length=20),
    fast_k: int = Query(default=14, ge=1, le=100),
    slow_d: int = Query(default=3, ge=1, le=100),
    slow_k: int = Query(default=3, ge=1, le=100),
 ):
    """Stochastic Oscillator -- overbought/oversold momentum signal."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_stoch(symbol, fast_k=fast_k, slow_d=slow_d, slow_k=slow_k)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/obv", response_model=ApiResponse)
@safe
 async def stock_obv(symbol: str = Path(..., min_length=1, max_length=20)):
    """On-Balance Volume -- cumulative volume for divergence detection."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_obv(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/ichimoku", response_model=ApiResponse)
@safe
 async def stock_ichimoku(symbol: str = Path(..., min_length=1, max_length=20)):
    """Ichimoku Cloud -- comprehensive trend system with support/resistance."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_ichimoku(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/donchian", response_model=ApiResponse)
@safe
 async def stock_donchian(
    symbol: str = Path(..., min_length=1, max_length=20),
    length: int = Query(default=20, ge=1, le=100),
 ):
    """Donchian Channels -- breakout detection system."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_donchian(symbol, length=length)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/aroon", response_model=ApiResponse)
@safe
 async def stock_aroon(
    symbol: str = Path(..., min_length=1, max_length=20),
    length: int = Query(default=25, ge=1, le=100),
 ):
    """Aroon Indicator -- identifies trend direction and potential changes."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_aroon(symbol, length=length)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/cci", response_model=ApiResponse)
@safe
 async def stock_cci(
    symbol: str = Path(..., min_length=1, max_length=20),
    length: int = Query(default=14, ge=1, le=100),
 ):
    """Commodity Channel Index -- cyclical trend identification."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_cci(symbol, length=length)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/kc", response_model=ApiResponse)
@safe
 async def stock_kc(
    symbol: str = Path(..., min_length=1, max_length=20),
    length: int = Query(default=20, ge=1, le=100),
 ):
    """Keltner Channels -- ATR-based volatility bands."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_kc(symbol, length=length)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/fib", response_model=ApiResponse)
@safe
 async def stock_fib(
    symbol: str = Path(..., min_length=1, max_length=20),
    days: int = Query(default=120, ge=5, le=365),
 ):
    """Fibonacci Retracement -- key support/resistance levels."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_fib(symbol, days=days)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/ad", response_model=ApiResponse)
@safe
 async def stock_ad(symbol: str = Path(..., min_length=1, max_length=20)):
    """Accumulation/Distribution Line -- volume-based trend indicator."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_ad(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/cones", response_model=ApiResponse)
@safe
 async def stock_cones(symbol: str = Path(..., min_length=1, max_length=20)):
    """Volatility Cones -- realized vol quantiles for options analysis."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_cones(symbol)
    return ApiResponse(data=data)
@router.get("/stock/{symbol}/technical/vwap", response_model=ApiResponse)
@safe
 async def stock_vwap(symbol: str = Path(..., min_length=1, max_length=20)):
    """Volume Weighted Average Price -- intraday fair value benchmark."""
    symbol = validate_symbol(symbol)
    data = await technical_service.get_vwap(symbol)
    return ApiResponse(data=data)
@router.get("/technical/relative-rotation", response_model=ApiResponse)
@safe
 async def relative_rotation(
    symbols: str = Query(..., min_length=1, max_length=200, description="Comma-separated symbols, e.g. AAPL,MSFT,GOOGL"),
    benchmark: str = Query(default="SPY", min_length=1, max_length=20),
    study: str = Query(default="price", pattern="^(price|volume|volatility)$"),
 ):
    """Relative Rotation Graph -- compare multiple symbols vs benchmark.
    Returns RS-Ratio and RS-Momentum for each symbol, indicating
    RRG quadrant: Leading, Weakening, Lagging, or Improving.
    """
    symbol_list = [validate_symbol(s.strip()) for s in symbols.split(",") if s.strip()]
    if not symbol_list:
        return ApiResponse(data=[], error="No valid symbols provided")
    benchmark = validate_symbol(benchmark)
    data = await technical_service.get_relative_rotation(
        symbol_list, benchmark=benchmark, study=study,
    )
    return ApiResponse(data=data)
--- a/shorts_service.py
+++ b/shorts_service.py
@@ -0,0 +1,59 @@
 """Equity shorts and dark pool data (stockgrid, FINRA, SEC)."""
 import asyncio
 import logging
 from typing import Any
 from openbb import obb
 from obb_utils import to_list
 logger = logging.getLogger(__name__)
 async def get_short_volume(symbol: str) -> list[dict[str, Any]]:
    """Get daily short volume data (stockgrid)."""
    try:
        result = await asyncio.to_thread(
            obb.equity.shorts.short_volume, symbol, provider="stockgrid"
        )
        return to_list(result)
    except Exception:
        logger.warning("Short volume failed for %s", symbol, exc_info=True)
        return []
 async def get_fails_to_deliver(symbol: str) -> list[dict[str, Any]]:
    """Get fails-to-deliver records (SEC)."""
    try:
        result = await asyncio.to_thread(
            obb.equity.shorts.fails_to_deliver, symbol, provider="sec"
        )
        return to_list(result)
    except Exception:
        logger.warning("FTD failed for %s", symbol, exc_info=True)
        return []
 async def get_short_interest(symbol: str) -> list[dict[str, Any]]:
    """Get short interest positions (FINRA)."""
    try:
        result = await asyncio.to_thread(
            obb.equity.shorts.short_interest, symbol, provider="finra"
        )
        return to_list(result)
    except Exception:
        logger.warning("Short interest failed for %s", symbol, exc_info=True)
        return []
 async def get_darkpool_otc(symbol: str) -> list[dict[str, Any]]:
    """Get OTC/dark pool aggregate trade data (FINRA)."""
    try:
        result = await asyncio.to_thread(
            obb.equity.darkpool.otc, symbol, provider="finra"
        )
        return to_list(result)
    except Exception:
        logger.warning("Dark pool OTC failed for %s", symbol, exc_info=True)
        return []
--- a/surveys_service.py
+++ b/surveys_service.py
@@ -0,0 +1,71 @@
 """Economy surveys: Michigan, SLOOS, NFP, Empire State, BLS."""
 import asyncio
 import logging
 from typing import Any
 from openbb import obb
 from obb_utils import to_list
 logger = logging.getLogger(__name__)
 async def get_michigan() -> list[dict[str, Any]]:
    """Get University of Michigan Consumer Sentiment + inflation expectations."""
    try:
        result = await asyncio.to_thread(
            obb.economy.survey.university_of_michigan, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("Michigan survey failed", exc_info=True)
        return []
 async def get_sloos() -> list[dict[str, Any]]:
    """Get Senior Loan Officer Opinion Survey (recession predictor)."""
    try:
        result = await asyncio.to_thread(
            obb.economy.survey.sloos, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("SLOOS failed", exc_info=True)
        return []
 async def get_nonfarm_payrolls() -> list[dict[str, Any]]:
    """Get detailed employment data (NFP)."""
    try:
        result = await asyncio.to_thread(
            obb.economy.survey.nonfarm_payrolls, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("NFP failed", exc_info=True)
        return []
 async def get_empire_state() -> list[dict[str, Any]]:
    """Get Empire State Manufacturing Survey."""
    try:
        result = await asyncio.to_thread(
            obb.economy.survey.manufacturing_outlook_ny, provider="fred"
        )
        return to_list(result)
    except Exception:
        logger.warning("Empire State failed", exc_info=True)
        return []
 async def bls_search(query: str) -> list[dict[str, Any]]:
    """Search BLS data series."""
    try:
        result = await asyncio.to_thread(
            obb.economy.survey.bls_search, query, provider="bls"
        )
        return to_list(result)
    except Exception:
        logger.warning("BLS search failed for %s", query, exc_info=True)
        return []
--- a/task_plan.md
+++ b/task_plan.md
@@ -0,0 +1,216 @@
 # OpenBB Feature Expansion Plan
 > 67 new endpoints across 10 feature groups. All use free providers.
 ## Prerequisites (Do First)
 ### P0: Consolidate Shared Utilities
 - [ ] Replace duplicate `_to_dicts` in `openbb_service.py` and `macro_service.py` with `obb_utils.to_list`
 - [ ] Add `fetch_historical(symbol, days, provider)` helper to `obb_utils.py`
 - [ ] Add `serialize_dates(items)` helper to `obb_utils.py`
 - **Files:** `obb_utils.py`, `openbb_service.py`, `macro_service.py`, `technical_service.py`, `quantitative_service.py`
 - **Complexity:** S
 ---
 ## Phase 1: Local Computation (No Provider Risk)
 ### Group I: Technical Analysis Extended (14 endpoints)
 - [ ] Add generic indicator dispatcher to `technical_service.py`
 - [ ] Implement indicators: ATR, ADX, Stochastic, OBV, VWAP, Ichimoku, Donchian, Aroon, CCI, Keltner Channels, Fibonacci, A/D Line, Volatility Cones, Relative Rotation
 - [ ] Add individual endpoints to `routes_technical.py`
 - [ ] Add generic endpoint: `GET /api/v1/stock/{symbol}/technical/{indicator}`
 - **New endpoints:**
  - `GET /api/v1/stock/{symbol}/technical/atr` -- Average True Range (volatility, position sizing)
  - `GET /api/v1/stock/{symbol}/technical/adx` -- Average Directional Index (trend strength)
  - `GET /api/v1/stock/{symbol}/technical/stoch` -- Stochastic Oscillator (overbought/oversold)
  - `GET /api/v1/stock/{symbol}/technical/obv` -- On-Balance Volume (volume-price divergence)
  - `GET /api/v1/stock/{symbol}/technical/vwap` -- Volume Weighted Average Price
  - `GET /api/v1/stock/{symbol}/technical/ichimoku` -- Ichimoku Cloud (comprehensive trend)
  - `GET /api/v1/stock/{symbol}/technical/donchian` -- Donchian Channels (breakout detection)
  - `GET /api/v1/stock/{symbol}/technical/aroon` -- Aroon Indicator (trend changes)
  - `GET /api/v1/stock/{symbol}/technical/cci` -- Commodity Channel Index (cyclical trends)
  - `GET /api/v1/stock/{symbol}/technical/kc` -- Keltner Channels (volatility bands)
  - `GET /api/v1/stock/{symbol}/technical/fib` -- Fibonacci Retracement (support/resistance)
  - `GET /api/v1/stock/{symbol}/technical/ad` -- Accumulation/Distribution Line
  - `GET /api/v1/stock/{symbol}/technical/cones` -- Volatility Cones (implied vs realized vol)
  - `GET /api/v1/stock/{symbol}/technical/relative_rotation` -- RRG (sector rotation)
 - **Extend:** `technical_service.py` (+200 lines), `routes_technical.py` (+80 lines)
 - **Complexity:** L (high volume, low individual complexity)
 ### Group J: Quantitative Extended (8 endpoints)
 - [ ] Add Sortino ratio, Omega ratio
 - [ ] Add rolling statistics: variance, stdev, mean, skew, kurtosis, quantile
 - **New endpoints:**
  - `GET /api/v1/stock/{symbol}/sortino?days=365` -- Sortino ratio (downside risk only)
  - `GET /api/v1/stock/{symbol}/omega?days=365` -- Omega ratio (full distribution)
  - `GET /api/v1/stock/{symbol}/rolling/variance?days=365&window=30` -- Rolling variance
  - `GET /api/v1/stock/{symbol}/rolling/stdev?days=365&window=30` -- Rolling std deviation
  - `GET /api/v1/stock/{symbol}/rolling/mean?days=365&window=30` -- Rolling mean
  - `GET /api/v1/stock/{symbol}/rolling/skew?days=365&window=30` -- Rolling skewness
  - `GET /api/v1/stock/{symbol}/rolling/kurtosis?days=365&window=30` -- Rolling kurtosis
  - `GET /api/v1/stock/{symbol}/rolling/quantile?days=365&window=30&quantile=0.5` -- Rolling quantile
 - **Extend:** `quantitative_service.py` (+120 lines), `routes_quantitative.py` (+60 lines)
 - **Complexity:** M
 ### Group H: Currency Reference Rates (1 endpoint)
 - [ ] Add ECB reference rates to `market_service.py`
 - **New endpoint:**
  - `GET /api/v1/currency/reference-rates` -- ECB reference rates for 28 currencies
 - **Extend:** `market_service.py` (+15 lines), `routes_market.py` (+10 lines)
 - **Complexity:** S
 ---
 ## Phase 2: FRED/Federal Reserve Providers
 ### Group C: Fixed Income (10 endpoints)
 - [ ] Create `fixed_income_service.py` -- treasury rates, yield curve, auctions, TIPS, EFFR, SOFR, HQM, commercial paper, spot rates, spreads
 - [ ] Create `routes_fixed_income.py`
 - [ ] Register router in `main.py`
 - **New endpoints:**
  - `GET /api/v1/fixed-income/treasury-rates` -- Full yield curve rates (4W-30Y)
  - `GET /api/v1/fixed-income/yield-curve?date=` -- Yield curve with maturity/rate pairs
  - `GET /api/v1/fixed-income/treasury-auctions?security_type=` -- Auction bid-to-cover, yields
  - `GET /api/v1/fixed-income/tips-yields` -- TIPS real yields by maturity
  - `GET /api/v1/fixed-income/effr` -- Effective Fed Funds Rate with percentiles
  - `GET /api/v1/fixed-income/sofr` -- SOFR rate with moving averages
  - `GET /api/v1/fixed-income/hqm` -- High Quality Market corporate bond yields
  - `GET /api/v1/fixed-income/commercial-paper` -- CP rates by maturity/type
  - `GET /api/v1/fixed-income/spot-rates` -- Corporate bond spot rates
  - `GET /api/v1/fixed-income/spreads?series=tcm` -- Treasury/corporate spreads
 - **New files:** `fixed_income_service.py` (~250 lines), `routes_fixed_income.py` (~180 lines)
 - **Complexity:** L
 ### Group D: Economy Expanded (13 endpoints)
 - [ ] Extend `macro_service.py` with structured FRED indicators (CPI, GDP, unemployment, PCE, money measures)
 - [ ] Create `economy_service.py` for non-series endpoints (fred_search, fred_regional, balance_of_payments, central_bank_holdings, primary_dealer_positioning, fomc_documents)
 - [ ] Extend `routes_macro.py` for FRED-based indicators
 - [ ] Create `routes_economy.py` for search/institutional data
 - [ ] Register new router in `main.py`
 - **New endpoints (extend routes_macro.py):**
  - `GET /api/v1/macro/cpi?country=united_states` -- Consumer Price Index (multi-country)
  - `GET /api/v1/macro/gdp?type=real` -- GDP nominal/real/forecast
  - `GET /api/v1/macro/unemployment?country=united_states` -- Unemployment rate (multi-country)
  - `GET /api/v1/macro/pce` -- Personal Consumption Expenditures (Fed preferred inflation)
  - `GET /api/v1/macro/money-measures` -- M1/M2 money supply
  - `GET /api/v1/macro/cli?country=united_states` -- Composite Leading Indicator
  - `GET /api/v1/macro/house-price-index?country=united_states` -- Housing price index
 - **New endpoints (new routes_economy.py):**
  - `GET /api/v1/economy/fred-search?query=` -- Search FRED series by keyword
  - `GET /api/v1/economy/fred-regional?series_id=&region=` -- Regional economic data
  - `GET /api/v1/economy/balance-of-payments` -- Current/capital/financial account
  - `GET /api/v1/economy/central-bank-holdings` -- Fed SOMA portfolio
  - `GET /api/v1/economy/primary-dealer-positioning` -- Wall Street firm positions
  - `GET /api/v1/economy/fomc-documents?year=` -- FOMC meeting documents
 - **New files:** `economy_service.py` (~200 lines), `routes_economy.py` (~150 lines)
 - **Extend:** `macro_service.py` (+80 lines), `routes_macro.py` (+50 lines)
 - **Complexity:** L
 ### Group E: Economy Surveys (5 endpoints)
 - [ ] Create `surveys_service.py` -- Michigan, SLOOS, NFP, Empire State, BLS
 - [ ] Create `routes_surveys.py`
 - [ ] Register router in `main.py`
 - **New endpoints:**
  - `GET /api/v1/economy/surveys/michigan` -- Consumer Sentiment + inflation expectations
  - `GET /api/v1/economy/surveys/sloos` -- Senior Loan Officer survey (recession predictor)
  - `GET /api/v1/economy/surveys/nonfarm-payrolls` -- Detailed employment data
  - `GET /api/v1/economy/surveys/empire-state` -- NY manufacturing outlook
  - `GET /api/v1/economy/surveys/bls-search?query=` -- BLS data series search
 - **New files:** `surveys_service.py` (~130 lines), `routes_surveys.py` (~100 lines)
 - **Complexity:** M
 ---
 ## Phase 3: SEC/Stockgrid/CFTC Providers
 ### Group B: Equity Fundamentals (4 endpoints)
 - [ ] Add management, dividends, filings, search to `openbb_service.py`
 - [ ] Add endpoints to `routes.py`
 - **New endpoints:**
  - `GET /api/v1/stock/{symbol}/management` -- Executive team, titles, compensation
  - `GET /api/v1/stock/{symbol}/dividends` -- Historical dividend records
  - `GET /api/v1/stock/{symbol}/filings?form_type=10-K` -- SEC filings (10-K, 10-Q, 8-K)
  - `GET /api/v1/search?query=` -- Company search by name (SEC/NASDAQ)
 - **Extend:** `openbb_service.py` (+60 lines), `routes.py` (+40 lines)
 - **Complexity:** S
 ### Group A: Equity Shorts & Dark Pool (4 endpoints)
 - [ ] Create `shorts_service.py` -- short volume, FTD, short interest, OTC dark pool
 - [ ] Create `routes_shorts.py`
 - [ ] Register router in `main.py`
 - **New endpoints:**
  - `GET /api/v1/stock/{symbol}/shorts/volume` -- Daily short volume & percent (stockgrid)
  - `GET /api/v1/stock/{symbol}/shorts/ftd` -- Fails-to-deliver records (SEC)
  - `GET /api/v1/stock/{symbol}/shorts/interest` -- Short interest, days to cover (FINRA)
  - `GET /api/v1/darkpool/{symbol}/otc` -- OTC/dark pool trade volume (FINRA)
 - **New files:** `shorts_service.py` (~120 lines), `routes_shorts.py` (~80 lines)
 - **Complexity:** M
 ### Group F: Index & ETF Enhanced (3 endpoints)
 - [ ] Add sp500_multiples, index_constituents, etf nport_disclosure to `market_service.py`
 - [ ] Add endpoints to `routes_market.py`
 - **New endpoints:**
  - `GET /api/v1/index/sp500-multiples?series=pe_ratio` -- Historical S&P 500 valuation (Shiller PE, P/B, P/S, dividend yield)
  - `GET /api/v1/index/{symbol}/constituents` -- Index member stocks with sector/price data
  - `GET /api/v1/etf/{symbol}/nport` -- Detailed ETF holdings from SEC N-PORT filings
 - **Extend:** `market_service.py` (+60 lines), `routes_market.py` (+50 lines)
 - **Complexity:** S
 ---
 ## Phase 4: Regulators
 ### Group G: Regulators (5 endpoints)
 - [ ] Create `regulators_service.py` -- COT, COT search, SEC litigation, institution search, CIK mapping
 - [ ] Create `routes_regulators.py`
 - [ ] Register router in `main.py`
 - **New endpoints:**
  - `GET /api/v1/regulators/cot?symbol=` -- Commitment of Traders report (commercial/speculator positions)
  - `GET /api/v1/regulators/cot/search?query=` -- Search COT report symbols
  - `GET /api/v1/regulators/sec/litigation` -- SEC litigation releases RSS feed
  - `GET /api/v1/regulators/sec/institutions?query=` -- Search institutional investors
  - `GET /api/v1/regulators/sec/cik-map?symbol=` -- Ticker to CIK mapping
 - **New files:** `regulators_service.py` (~150 lines), `routes_regulators.py` (~100 lines)
 - **Complexity:** M
 ---
 ## Summary
 | Phase | Groups | Endpoints | New Files | Complexity |
 |-------|--------|-----------|-----------|------------|
 | P0 Prereq | - | 0 | 0 | S |
 | Phase 1 | I, J, H | 23 | 0 | L+M+S |
 | Phase 2 | C, D, E | 28 | 6 | L+L+M |
 | Phase 3 | B, A, F | 11 | 2 | S+M+S |
 | Phase 4 | G | 5 | 2 | M |
 | **Total** | **10** | **67** | **10** | |
 ### File Impact
 **New files (10):**
 - `shorts_service.py`, `routes_shorts.py`
 - `fixed_income_service.py`, `routes_fixed_income.py`
 - `economy_service.py`, `routes_economy.py`
 - `surveys_service.py`, `routes_surveys.py`
 - `regulators_service.py`, `routes_regulators.py`
 **Extended files (12):**
 - `obb_utils.py` (shared helpers)
 - `openbb_service.py` (Group B fundamentals)
 - `routes.py` (Group B endpoints)
 - `macro_service.py` (Group D indicators)
 - `routes_macro.py` (Group D endpoints)
 - `market_service.py` (Groups F, H)
 - `routes_market.py` (Groups F, H)
 - `technical_service.py` (Group I indicators)
 - `routes_technical.py` (Group I endpoints)
 - `quantitative_service.py` (Group J metrics)
 - `routes_quantitative.py` (Group J endpoints)
 - `main.py` (register 5 new routers)
 ### Endpoint Count After Completion
 - Current: 32 endpoints
 - New: 67 endpoints
 - **Total: 99 endpoints**
--- a/technical_service.py
+++ b/technical_service.py
@@ -6,28 +6,17 @@ from typing import Any
 from openbb import obb
-logger = logging.getLogger(__name__)
+from obb_utils import fetch_historical, to_list
-PROVIDER = "yfinance"
+logger = logging.getLogger(__name__)
 async def get_technical_indicators(
    symbol: str, days: int = 400
 ) -> dict[str, Any]:
    """Compute key technical indicators for a symbol."""
-    from datetime import datetime, timedelta
+    hist = await fetch_historical(symbol, days)
-
+    if hist is None:
    start = (datetime.now() - timedelta(days=days)).strftime("%Y-%m-%d")
    # Fetch historical data first
    hist = await asyncio.to_thread(
        obb.equity.price.historical,
        symbol,
        start_date=start,
        provider=PROVIDER,
    )
    if hist is None or hist.results is None:
        return {"symbol": symbol, "error": "No historical data available"}
    result: dict[str, Any] = {"symbol": symbol}
@@ -144,3 +133,355 @@ def _interpret_signals(data: dict[str, Any]) -> list[str]:
            signals.append("Death cross: SMA50 below SMA200 (bearish trend)")
    return signals
 # --- Individual Indicator Functions (Phase 1, Group I) ---
 async def get_atr(symbol: str, length: int = 14, days: int = 400) -> dict[str, Any]:
    """Average True Range -- volatility measurement for position sizing."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.atr, data=hist.results, length=length
        )
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "length": length,
            "atr": latest.get(f"ATRr_{length}"),
        }
    except Exception:
        logger.warning("ATR failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute ATR"}
 async def get_adx(symbol: str, length: int = 14, days: int = 400) -> dict[str, Any]:
    """Average Directional Index -- trend strength (>25 strong, <20 range-bound)."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.adx, data=hist.results, length=length
        )
        latest = _extract_latest(result)
        adx_val = latest.get(f"ADX_{length}")
        signal = "strong trend" if adx_val and adx_val > 25 else "range-bound"
        return {
            "symbol": symbol,
            "length": length,
            "adx": adx_val,
            "dmp": latest.get(f"DMP_{length}"),
            "dmn": latest.get(f"DMN_{length}"),
            "signal": signal,
        }
    except Exception:
        logger.warning("ADX failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute ADX"}
 async def get_stoch(
    symbol: str, fast_k: int = 14, slow_d: int = 3, slow_k: int = 3, days: int = 400,
 ) -> dict[str, Any]:
    """Stochastic Oscillator -- overbought/oversold momentum signal."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.stoch, data=hist.results,
            fast_k=fast_k, slow_d=slow_d, slow_k=slow_k,
        )
        latest = _extract_latest(result)
        k_val = latest.get(f"STOCHk_{fast_k}_{slow_d}_{slow_k}")
        d_val = latest.get(f"STOCHd_{fast_k}_{slow_d}_{slow_k}")
        signal = "neutral"
        if k_val is not None:
            if k_val > 80:
                signal = "overbought"
            elif k_val < 20:
                signal = "oversold"
        return {
            "symbol": symbol,
            "stoch_k": k_val,
            "stoch_d": d_val,
            "signal": signal,
        }
    except Exception:
        logger.warning("Stochastic failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Stochastic"}
 async def get_obv(symbol: str, days: int = 400) -> dict[str, Any]:
    """On-Balance Volume -- cumulative volume indicator for divergence detection."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(obb.technical.obv, data=hist.results)
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "obv": latest.get("OBV"),
        }
    except Exception:
        logger.warning("OBV failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute OBV"}
 async def get_ichimoku(symbol: str, days: int = 400) -> dict[str, Any]:
    """Ichimoku Cloud -- comprehensive trend system."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(obb.technical.ichimoku, data=hist.results)
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "tenkan_sen": latest.get("ITS_9"),
            "kijun_sen": latest.get("IKS_26"),
            "senkou_span_a": latest.get("ISA_9"),
            "senkou_span_b": latest.get("ISB_26"),
            "chikou_span": latest.get("ICS_26"),
        }
    except Exception:
        logger.warning("Ichimoku failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Ichimoku"}
 async def get_donchian(symbol: str, length: int = 20, days: int = 400) -> dict[str, Any]:
    """Donchian Channels -- breakout detection system."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.donchian, data=hist.results, lower_length=length, upper_length=length,
        )
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "length": length,
            "upper": latest.get(f"DCU_{length}_{length}"),
            "middle": latest.get(f"DCM_{length}_{length}"),
            "lower": latest.get(f"DCL_{length}_{length}"),
        }
    except Exception:
        logger.warning("Donchian failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Donchian"}
 async def get_aroon(symbol: str, length: int = 25, days: int = 400) -> dict[str, Any]:
    """Aroon Indicator -- trend direction and strength."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.aroon, data=hist.results, length=length,
        )
        latest = _extract_latest(result)
        up = latest.get(f"AROONU_{length}")
        down = latest.get(f"AROOND_{length}")
        osc = latest.get(f"AROONOSC_{length}")
        return {
            "symbol": symbol,
            "length": length,
            "aroon_up": up,
            "aroon_down": down,
            "aroon_oscillator": osc,
        }
    except Exception:
        logger.warning("Aroon failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Aroon"}
 async def get_cci(symbol: str, length: int = 14, days: int = 400) -> dict[str, Any]:
    """Commodity Channel Index -- cyclical trend identification."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.cci, data=hist.results, length=length,
        )
        latest = _extract_latest(result)
        cci_val = latest.get(f"CCI_{length}_{0.015}")
        signal = "neutral"
        if cci_val is not None:
            if cci_val > 100:
                signal = "overbought"
            elif cci_val < -100:
                signal = "oversold"
        return {
            "symbol": symbol,
            "length": length,
            "cci": cci_val,
            "signal": signal,
        }
    except Exception:
        logger.warning("CCI failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute CCI"}
 async def get_kc(symbol: str, length: int = 20, days: int = 400) -> dict[str, Any]:
    """Keltner Channels -- ATR-based volatility bands."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.kc, data=hist.results, length=length,
        )
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "length": length,
            "upper": latest.get(f"KCUe_{length}_2"),
            "middle": latest.get(f"KCBe_{length}_2"),
            "lower": latest.get(f"KCLe_{length}_2"),
        }
    except Exception:
        logger.warning("Keltner failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Keltner Channels"}
 async def get_fib(symbol: str, days: int = 120) -> dict[str, Any]:
    """Fibonacci Retracement levels from recent price range."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(obb.technical.fib, data=hist.results)
        latest = _extract_latest(result)
        return {"symbol": symbol, **latest}
    except Exception:
        logger.warning("Fibonacci failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute Fibonacci"}
 async def get_ad(symbol: str, days: int = 400) -> dict[str, Any]:
    """Accumulation/Distribution Line -- volume-based trend indicator."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(obb.technical.ad, data=hist.results)
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "ad": latest.get("AD"),
            "ad_obv": latest.get("AD_OBV"),
        }
    except Exception:
        logger.warning("A/D failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute A/D Line"}
 async def get_vwap(symbol: str, days: int = 5) -> dict[str, Any]:
    """Volume Weighted Average Price -- intraday fair value benchmark."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(obb.technical.vwap, data=hist.results)
        latest = _extract_latest(result)
        return {
            "symbol": symbol,
            "vwap": latest.get("VWAP_D"),
        }
    except Exception:
        logger.warning("VWAP failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute VWAP"}
 async def get_relative_rotation(
    symbols: list[str],
    benchmark: str = "SPY",
    days: int = 365,
    study: str = "price",
 ) -> dict[str, Any]:
    """Relative Rotation -- strength ratio and momentum vs benchmark.
    Requires multiple symbols compared against a single benchmark.
    Returns RS-Ratio and RS-Momentum for each symbol, indicating
    which RRG quadrant they occupy (Leading/Weakening/Lagging/Improving).
    """
    from datetime import datetime, timedelta, timezone as tz
    start = (datetime.now(tz=tz.utc) - timedelta(days=days)).strftime("%Y-%m-%d")
    all_symbols = ",".join(symbols + [benchmark])
    try:
        hist = await asyncio.to_thread(
            obb.equity.price.historical,
            all_symbols,
            start_date=start,
            provider="yfinance",
        )
        if hist is None or hist.results is None:
            return {"symbols": symbols, "benchmark": benchmark, "error": "No historical data"}
        result = await asyncio.to_thread(
            obb.technical.relative_rotation,
            data=hist.results,
            benchmark=benchmark,
            study=study,
        )
        items = to_list(result)
        latest_by_symbol: dict[str, dict[str, Any]] = {}
        for item in items:
            sym = item.get("symbol")
            if sym and sym != benchmark:
                latest_by_symbol[sym] = item
        entries = [
            {**item, "quadrant": _classify_rrg_quadrant(item)}
            for item in latest_by_symbol.values()
        ]
        return {
            "symbols": symbols,
            "benchmark": benchmark,
            "study": study,
            "data": entries,
        }
    except Exception:
        logger.warning("Relative rotation failed for %s", symbols, exc_info=True)
        return {"symbols": symbols, "error": "Failed to compute relative rotation"}
 def _classify_rrg_quadrant(item: dict[str, Any]) -> str | None:
    """Classify RRG quadrant from RS-Ratio and RS-Momentum."""
    rs_ratio = item.get("rs_ratio")
    rs_momentum = item.get("rs_momentum")
    if rs_ratio is None or rs_momentum is None:
        return None
    if rs_ratio > 100 and rs_momentum > 100:
        return "Leading"
    if rs_ratio > 100:
        return "Weakening"
    if rs_momentum <= 100:
        return "Lagging"
    return "Improving"
 async def get_cones(symbol: str, days: int = 365) -> dict[str, Any]:
    """Volatility Cones -- realized volatility quantiles for options analysis."""
    hist = await fetch_historical(symbol, days)
    if hist is None:
        return {"symbol": symbol, "error": "No historical data"}
    try:
        result = await asyncio.to_thread(
            obb.technical.cones, data=hist.results,
        )
        items = to_list(result)
        return {"symbol": symbol, "cones": items}
    except Exception:
        logger.warning("Volatility cones failed for %s", symbol, exc_info=True)
        return {"symbol": symbol, "error": "Failed to compute volatility cones"}
--- a/tests/test_openbb_service.py
+++ b/tests/test_openbb_service.py
@@ -1,4 +1,4 @@
-from openbb_service import _to_dicts, _first_or_empty
+from obb_utils import to_list, first_or_empty
 class MockModel:
@@ -14,34 +14,34 @@ class MockOBBject:
        self.results = results
-class TestToDicts:
+class TestToList:
    def test_none_result(self):
-        assert _to_dicts(None) == []
+        assert to_list(None) == []
    def test_none_results(self):
        obj = MockOBBject(results=None)
-        assert _to_dicts(obj) == []
+        assert to_list(obj) == []
    def test_list_results(self):
        obj = MockOBBject(results=[
            MockModel({"a": 1}),
            MockModel({"b": 2}),
        ])
-        result = _to_dicts(obj)
+        result = to_list(obj)
        assert len(result) == 2
        assert result[0] == {"a": 1}
    def test_single_result(self):
        obj = MockOBBject(results=MockModel({"x": 42}))
-        result = _to_dicts(obj)
+        result = to_list(obj)
        assert result == [{"x": 42}]
 class TestFirstOrEmpty:
    def test_empty(self):
-        assert _first_or_empty(None) == {}
+        assert first_or_empty(None) == {}
    def test_with_data(self):
        obj = MockOBBject(results=[MockModel({"price": 150.0})])
-        result = _first_or_empty(obj)
+        result = first_or_empty(obj)
        assert result == {"price": 150.0}
--- a/tests/test_routes_sentiment.py
+++ b/tests/test_routes_sentiment.py
@@ -66,10 +66,12 @@ async def test_stock_recommendations(mock_recs, client):
@pytest.mark.asyncio
-@patch("routes_sentiment.finnhub_service.get_upgrade_downgrade", new_callable=AsyncMock)
+@patch("routes_sentiment.openbb_service.get_upgrades_downgrades", new_callable=AsyncMock)
 async def test_stock_upgrades(mock_upgrades, client):
    mock_upgrades.return_value = [
-        {"company": "Morgan Stanley", "action": "upgrade", "fromGrade": "Hold", "toGrade": "Buy"}
+        {"date": "2026-03-05", "company": "Morgan Stanley", "action": "upgrade",
         "from_grade": "Hold", "to_grade": "Buy", "price_target_action": "Raises",
         "current_price_target": 300.0, "prior_price_target": 250.0}
    ]
    resp = await client.get("/api/v1/stock/AAPL/upgrades")
    assert resp.status_code == 200
Author	SHA1	Message	Date
Yaojia Wang	ca8d7099b3	docs: update SKILL.md for 99 endpoints All checks were successful continuous-integration/drone/push Build is passing Details - Add all new sections: technical (14 indicators), quantitative extended (Sortino/Omega/rolling), shorts/dark pool, fixed income, macro expanded, economy/surveys, regulators, equity fundamentals - Add recommended workflows: comprehensive analysis, macro/fixed income, sector rotation (RRG), short squeeze screening - Update description to reflect 99 endpoints and 14 providers - Add multi-country support note	2026-03-19 20:03:41 +01:00
Yaojia Wang	c5c9c7db83	docs: comprehensive README update for 99 endpoints - Update endpoint count from 32 to 99 - Add all new endpoint sections: technical (14), quantitative extended, shorts/dark pool, fixed income, macro expanded, economy, surveys, regulators, equity fundamentals - Add free providers table (stockgrid, FINRA, CFTC, multpl, ECB, OECD) - Update data sources table with all 14 providers - Update project structure with all new service/route files - Update OpenClaw integration workflow with new endpoints - Update quick start examples with new features	2026-03-19 19:59:44 +01:00
Yaojia Wang	a57a6835c5	test: fix broken tests after refactor - 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)	2026-03-19 17:47:36 +01:00
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	b6f49055ad	docs: update README for yfinance upgrades/price target, curl_cffi pin - Remove FMP from optional keys (no longer used) - Update Finnhub description (upgrades moved to yfinance) - Update upgrades endpoint description to note yfinance + price targets - Update data sources table - Fix conda setup instructions to use pip install -e . - Add Known Issues section for curl_cffi TLS workaround	2026-03-19 16:36:03 +01:00
Yaojia Wang	ac101c663a	fix: switch price target from FMP to yfinance All checks were successful continuous-integration/drone/push Build is passing Details FMP provider requires a paid API key. yfinance provides targetMeanPrice in ticker.info for free.	2026-03-19 15:58:17 +01:00
Yaojia Wang	f5b22deec3	fix: resolve curl_cffi TLS errors and fix FRED/upgrades endpoints All checks were successful continuous-integration/drone/push Build is passing Details - Pin curl_cffi==0.7.4 to avoid BoringSSL bug in 0.12-0.14 - Patch curl_cffi Session to use safari TLS fingerprint instead of chrome, which triggers SSL_ERROR_SYSCALL on some networks - Register FRED API key with OpenBB credentials at startup - Fix macro overview to return latest data instead of oldest, and extract values by FRED series ID key - Replace Finnhub upgrades endpoint (premium-only) with yfinance upgrades_downgrades which includes price target changes - Remove redundant curl_cffi upgrade from Dockerfile	2026-03-19 15:40:41 +01:00
Yaojia Wang	b631c888a5	fix: keep libssl3 runtime dependency to prevent TLS errors in container All checks were successful continuous-integration/drone/push Build is passing Details autoremove was removing SSL runtime libraries after purging gcc/g++, causing curl_cffi TLS handshake failures when connecting to Yahoo Finance. Explicitly install libssl3 as runtime dep and only purge libssl-dev.	2026-03-19 13:25:58 +01:00
Yaojia Wang	760b0a09ea	Trigger build All checks were successful continuous-integration/drone/push Build is passing Details	2026-03-19 11:29:20 +01:00
Yaojia Wang	16ad276146	fix: add list and update verbs to drone RBAC for rollout restart Some checks failed continuous-integration/drone/push Build is failing Details	2026-03-19 11:10:11 +01:00
Yaojia Wang	e5820ebe4a	fix: add list and update verbs to drone RBAC for rollout restart Some checks failed continuous-integration/drone/push Build is failing Details	2026-03-19 11:00:32 +01:00
Yaojia Wang	cd6158b05c	fix: add list and update verbs to drone RBAC for rollout restart Some checks failed continuous-integration/drone/push Build is failing Details	2026-03-19 10:56:52 +01:00
Yaojia Wang	2446a2fde8	fix: add list and update verbs to drone RBAC for rollout restart Some checks failed continuous-integration/drone/push Build is failing Details	2026-03-19 10:44:35 +01:00
Yaojia Wang	d3c919385f	fix: add libnss3 and upgrade curl_cffi to fix TLS/SSL errors Some checks failed continuous-integration/drone/push Build is failing Details curl_cffi uses BoringSSL internally and needs libnss3 on Debian. Also upgrade curl_cffi to latest version for compatibility.	2026-03-19 00:38:45 +01:00
Yaojia Wang	e797f8929d	fix: use fmp provider for price_target endpoint Some checks reported errors continuous-integration/drone/push Build was killed Details yfinance is not supported by obb.equity.estimates.price_target, which only accepts benzinga or fmp.	2026-03-19 00:13:07 +01:00
Yaojia Wang	d46e8685d7	ci: add RBAC for drone to restart invest-api deployment	2026-03-18 23:50:11 +01:00