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Prerequisite refactor: - Consolidate duplicate _to_dicts into shared obb_utils.to_list - Add fetch_historical and first_or_empty helpers to obb_utils Phase 1 - Local computation (no provider risk): - Group I: 12 technical indicators (ATR, ADX, Stoch, OBV, Ichimoku, Donchian, Aroon, CCI, Keltner, Fibonacci, A/D, Volatility Cones) - Group J: Sortino, Omega ratios + rolling stats (variance, stdev, mean, skew, kurtosis, quantile via generic endpoint) - Group H: ECB currency reference rates Phase 2 - FRED/Federal Reserve providers: - Group C: 10 fixed income endpoints (treasury rates, yield curve, auctions, TIPS, EFFR, SOFR, HQM, commercial paper, spot rates, spreads) - Group D: 11 economy endpoints (CPI, GDP, unemployment, PCE, money measures, CLI, HPI, FRED search, balance of payments, Fed holdings, FOMC documents) - Group E: 5 survey endpoints (Michigan, SLOOS, NFP, Empire State, BLS search) Phase 3 - SEC/stockgrid/FINRA providers: - Group B: 4 equity fundamental endpoints (management, dividends, SEC filings, company search) - Group A: 4 shorts/dark pool endpoints (short volume, FTD, short interest, OTC dark pool) - Group F: 3 index/ETF enhanced (S&P 500 multiples, index constituents, ETF N-PORT) Phase 4 - Regulators: - Group G: 5 regulatory endpoints (COT report, COT search, SEC litigation, institution search, CIK mapping) Security hardening: - Service-layer allowlists for all getattr dynamic dispatch - Regex validation on date, country, security_type, form_type params - Exception handling in fetch_historical - Callable guard on rolling stat dispatch Total: 32 existing + 67 new = 99 endpoints, all free providers.
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Progress Log
Session 2026-03-19
Completed
- Fixed Dockerfile SSL issue (libssl3 runtime dep)
- Fixed curl_cffi TLS error (pin 0.7.4, safari fingerprint patch)
- Registered FRED API key with OpenBB credentials
- Fixed macro_service to return latest data (not oldest)
- Switched upgrades endpoint from Finnhub to yfinance
- Switched price_target from FMP to yfinance
- Tested all 32 endpoints locally and on deployed environment
- Updated README
- Researched OpenBB features for expansion (67 new endpoints identified)
- Architecture analysis complete
- Implementation plan created (task_plan.md)
Implementation Progress
- P0: Consolidated
_to_dicts->obb_utils.to_listin openbb_service.py and macro_service.py - P0: Added
fetch_historicalandfirst_or_emptyto obb_utils.py - P0: Updated technical_service.py and quantitative_service.py to use shared helpers
- Phase 1 Group I: 12 new technical indicators (ATR, ADX, Stoch, OBV, Ichimoku, Donchian, Aroon, CCI, KC, Fib, A/D, Cones)
- Phase 1 Group J: Sortino, Omega, rolling stats (6 stats via generic endpoint)
- Phase 1 Group H: Currency reference rates (ECB)
- Phase 2 Group C: Fixed income (10 endpoints) - new service + routes
- Phase 2 Group D: Economy expanded (11 endpoints) - new service + routes
- Phase 2 Group E: Surveys (5 endpoints) - new service + routes
- Phase 3 Group B: Equity fundamentals (4 endpoints) - management, dividends, filings, search
- Phase 3 Group A: Shorts & dark pool (4 endpoints) - new service + routes
- Phase 3 Group F: Index/ETF enhanced (3 endpoints) - sp500 multiples, constituents, nport
- Phase 4 Group G: Regulators (5 endpoints) - COT, SEC litigation, institutions
- All 5 new routers registered in main.py
- 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