Files
openbb-invest-api/routes_sentiment.py
Yaojia Wang ad45cb429c feat: OpenBB Investment Analysis API
REST API wrapping OpenBB SDK for stock data, sentiment analysis,
technical indicators, macro data, and rule-based portfolio analysis.

- Stock data via yfinance (quote, profile, metrics, financials, historical, news)
- News sentiment via Alpha Vantage (per-article, per-ticker scores)
- Analyst data via Finnhub (recommendations, insider trades, upgrades)
- Macro data via FRED (Fed rate, CPI, GDP, unemployment, treasury yields)
- Technical indicators via openbb-technical (RSI, MACD, SMA, EMA, Bollinger)
- Rule-based portfolio analysis engine (BUY_MORE/HOLD/SELL)
- Stock discovery (gainers, losers, active, undervalued, growth)
- 102 tests, all passing
2026-03-09 00:20:10 +01:00

139 lines
4.5 KiB
Python

"""Routes for sentiment, insider trades, and analyst data (Finnhub + Alpha Vantage)."""
import asyncio
import functools
import logging
from collections.abc import Awaitable, Callable
from typing import ParamSpec, TypeVar
from fastapi import APIRouter, HTTPException, Path, Query
from models import SYMBOL_PATTERN, ApiResponse
import alphavantage_service
import finnhub_service
logger = logging.getLogger(__name__)
router = APIRouter(prefix="/api/v1")
P = ParamSpec("P")
R = TypeVar("R")
def _validate_symbol(symbol: str) -> str:
if not SYMBOL_PATTERN.match(symbol):
raise HTTPException(status_code=400, detail="Invalid symbol format")
return symbol.upper()
def _safe(fn: Callable[P, Awaitable[R]]) -> Callable[P, Awaitable[R]]:
@functools.wraps(fn)
async def wrapper(*args: P.args, **kwargs: P.kwargs) -> R:
try:
return await fn(*args, **kwargs)
except HTTPException:
raise
except Exception:
logger.exception("Upstream data error")
raise HTTPException(
status_code=502,
detail="Data provider error. Check server logs.",
)
return wrapper # type: ignore[return-value]
# --- Sentiment & News ---
@router.get("/stock/{symbol}/sentiment", response_model=ApiResponse)
@_safe
async def stock_sentiment(symbol: str = Path(..., min_length=1, max_length=20)):
"""Get aggregated sentiment: Alpha Vantage news sentiment + Finnhub analyst data."""
symbol = _validate_symbol(symbol)
finnhub_data, av_data = await asyncio.gather(
finnhub_service.get_sentiment_summary(symbol),
alphavantage_service.get_news_sentiment(symbol, limit=20),
return_exceptions=True,
)
if isinstance(finnhub_data, BaseException):
logger.exception("Finnhub error", exc_info=finnhub_data)
finnhub_data = {}
if isinstance(av_data, BaseException):
logger.exception("Alpha Vantage error", exc_info=av_data)
av_data = {}
data = {**finnhub_data, "alpha_vantage_sentiment": av_data}
return ApiResponse(data=data)
@router.get("/stock/{symbol}/news-sentiment", response_model=ApiResponse)
@_safe
async def stock_news_sentiment(
symbol: str = Path(..., min_length=1, max_length=20),
limit: int = Query(default=30, ge=1, le=200),
):
"""Get news articles with per-ticker sentiment scores (Alpha Vantage)."""
symbol = _validate_symbol(symbol)
data = await alphavantage_service.get_news_sentiment(symbol, limit=limit)
return ApiResponse(data=data)
@router.get("/stock/{symbol}/insider-trades", response_model=ApiResponse)
@_safe
async def stock_insider_trades(symbol: str = Path(..., min_length=1, max_length=20)):
"""Get insider transactions (CEO/CFO buys and sells)."""
symbol = _validate_symbol(symbol)
raw = await finnhub_service.get_insider_transactions(symbol)
trades = [
{
"name": t.get("name"),
"shares": t.get("share"),
"change": t.get("change"),
"transaction_date": t.get("transactionDate"),
"transaction_code": t.get("transactionCode"),
"transaction_price": t.get("transactionPrice"),
"filing_date": t.get("filingDate"),
}
for t in raw[:20]
]
return ApiResponse(data=trades)
@router.get("/stock/{symbol}/recommendations", response_model=ApiResponse)
@_safe
async def stock_recommendations(symbol: str = Path(..., min_length=1, max_length=20)):
"""Get analyst recommendation trends (monthly buy/hold/sell counts)."""
symbol = _validate_symbol(symbol)
raw = await finnhub_service.get_recommendation_trends(symbol)
recs = [
{
"period": r.get("period"),
"strong_buy": r.get("strongBuy"),
"buy": r.get("buy"),
"hold": r.get("hold"),
"sell": r.get("sell"),
"strong_sell": r.get("strongSell"),
}
for r in raw[:12]
]
return ApiResponse(data=recs)
@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."""
symbol = _validate_symbol(symbol)
raw = await finnhub_service.get_upgrade_downgrade(symbol)
upgrades = [
{
"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)