这是indexloc提供的服务，不要输入任何密码
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4.4.5

22 Jul 17:08
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4.4.5 Latest
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Thank you and welcome to our new contributors 🔥

@MagnusS0

Summary 🎉

The release of 4.4.5 includes new extensions, endpoints, and functionality; security and package updates; along with general bug fixes.

🚨 OpenBB Platform Breaking Changes

  • This version introduces a deprecation warning for Python 3.9 - support for this version will be dropped later this year.
  • File logging service is now disabled by default, the logging module is no longer initialized on startup.
    • Set "logging_suppress": false, in system_settings.json, to enable.
  • The endpoint, obb.economy.port_volume, is now deprecated and moved to: obb.economy.shipping.port_volume

🚨 Dependency Changes

  • openbb-charting has been updated to use Plotly V6
  • pytest-recorder now has a record_curl marker for capturing unit test cassettes for HTTP requests via curl-adapter
  • Code for Posthog has been completely removed from openbb-core, dependency was removed.
  • Requests library has been bumped to the latest, addressing security vulnerabilities.
  • Ruff has been bumped to the latest.

🆕 New Extensions

  • openbb-famafrench - Implementation of the Ken French Data Library

    • Combined Provider and Router extension
    • Adds route, obb.famafrench, with endpoints:
      • breakpoints
      • country_portfolio_returns
      • factor_choices <-- Utility function serving choices to the OpenBB Workspace widget
      • factors
      • international_index_returns
      • regional_portfolio_returns
      • us_portfolio_returns

  • openbb-mcp-server - Implementation of FastMCP

    • Wraps the OpenBB API endpoints as MCP tools.
    • Launch with the default config, openbb-mcp
    • See README for details.

🆕 New Endpoints

openbb-imf has been expanded to include data from Port Watch

  • A shipping route to the obb.economy router, includes 4 endpoints:

    • obb.economy.shipping.chokepoint_info (chart)
    • obb.economy.shipping.chokepoint_volume
    • obb.economy.shipping.port_info (chart)
    • obb.economy.shipping.port_volume

  • A POST endpoint has been added to the obb.derivatives.options router:

    • obb.derivatives.options.surface
      • POST the chains data response object to the endpoint and return a table suitable for constructing 3-D surface charts.
      • Optionally, return a chart (requires openbb-charting)
      • Import the chart function directly: from openbb_charting.charts.generic_charts import surface3d

🆕 New OpenBB Workspace App

  • openbb-nasdaq now has a standalone application for OpenBB Workspace, with a focus on SEC filing documents - formatted as PDF.
    • Start with: openbb-api --app openbb_nasdaq.app:main --factory

🦋 OpenBB Platform Enhancements

  • API keys and credentials can now be defined as environment variables.
    • Use the UPPER_CASE equivalent to the provider's credential.
  • Enhancements to the openbb-api backend launcher. See the README

🚀 Pull Requests

  • [Feature] IMF Port Watch in #7134
  • [Feature] Add Workspace App To openbb-nasdaq For Company Filings As PDFs in #7135
  • [BugFix] Fix TMX Request Timeout Configuration in #7142
  • [BugFix] Update openbb-yfinance tests to use new pytest curl adapter extension by @deeleeramone in #7151
  • [BugFix] openbb-build Catch CalledProcessError and improve error handling. by @deeleeramone in #7150
  • [Feature] Update FOMC Documents Workspace App by @deeleeramone in #7153
  • [BugFix] Fix Failing Yield Curve Chart by @deeleeramone in #7154
  • [Feature] Disable LoggingService by Default by @deeleeramone in #7157
  • [Feature] Add mcp_server to openbb_core api by @MagnusS0 in #7094
  • [Feature] Add Omni Widget Input and Response Models to openbb-platform-api. by @deeleeramone in #7155
  • [Feature] Add Credentials From Environment If Provided by @deeleeramone in #7159
  • [BugFix] Nasdaq Company Filings Workspace App: Fix Multi-File Viewer Deprecation Warning by @deeleeramone in #7152
  • [Feature] Future Warning For Discontinued Support For Python 3.9 by @deeleeramone in #7158
  • [BugFix] Fix obb.quantitative.capm: Name in zipfile.open is Case-Sensitive by @deeleeramone in #7161
  • [BugFix] Cleanup Test Imports by @deeleeramone in #7162
  • [BugFix] openbb-charting: Fix Margin In Serialized Chart Output by @deeleeramone in #7164
  • [Feature] Bump Ruff To 0.12 by @deeleeramone in #7165
  • [Feature] Add Volatility Surface POST processing and Chart by @deeleeramone in #7143
  • [BugFix] MCP - expose correct header for session id by @MagnusS0 in #7160
  • [Feature] Add Fama-French Data Library by @deeleeramone in #7163
  • [Feature] Add PLC0415 To Ruff Ignore by @deeleeramone in #7166
  • [BugFix] obb.famafrench.breakpoints - Fix Bad Widget Param Options by @deeleeramone in #7168
  • [BugFix] FixSecForm13FHRFetcher: TypeError: Expected numeric dtype, got object instead. by @deeleeramone in #7171

Full Changelog: 4.4.4...4.4.5

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

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Contributors

deeleeramone and MagnusS0
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4.4.4

23 Jun 19:52
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4.4.4

Summary 🎉

OpenBB 4.4.4 includes bug fixes, package updates, and a small expansion of data coverage.

🚨 OpenBB Platform Breaking Changes

  • Users with OpenBB Platform Installer < 1.0.3 should follow instructions here to update the packages for the latest versions.

🆕 New Endpoints

  • obb.equity.fundamental.filings

    • Adds provider: nasdaq
    • Download filings formatted as PDF, XLSX, DOC, or HTML.

  • obb.economy.survey.manufacturing_outlook_ny

    • Provider: fred
    • Adds Empire State Manufacturing Survey from FRED.

🐛 OpenBB Platform Bug Fixes

  • yFinance has been adapted to use curl-cffi by mounting the Requests Session object with curl-adapter.
  • to_df/to_dataframe have been update to handle a wider variety of response shapes, which will reduce failures with conversion.
  • FOMC Documents Workspace App definition fixed to include the new, required, 'roles' key in widgets.json
  • Docstring examples have been restored in the Python Interface, which will repair the missing examples on the Docs pages.
  • frontend-components have had their package versions bumped for security fixes.

🦋 Pull Requests Included:

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

piiq and deeleeramone
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OpenBB Platform v4.4.2

02 Apr 20:16
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OpenBB Platform v4.4.2

Thank you and welcome to our new contributors 🔥

@Olexandr88, @ozzy35410 and @sadikkuzu

Summary 🎉

This release includes several enhancements to the developer experience, along with some general bug fixes.

🚀 What's Changed

  • Refactored PackageBuilder to support dependency injection via positional arguments that are fastapi.Depends instances.
  • Improved docstring and reference generation.
  • Improved handling of custom apps by the openbb-platform-api launcher.

🆕 New Endpoints

  • obb.economy.fomc_documents
    • Provider: Federal Reserve
    • Get current, and historical, FOMC documents.
    • Includes an OpenBB Workspace template, and widget, with document viewer.

🦋 Pull Requests Included:

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

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Contributors

piiq, sadikkuzu, and 3 other contributors
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OpenBB Platform v4.4.1

07 Mar 01:54
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OpenBB Platform v4.4.1

Thank you and welcome to our new contributors 🔥

@dijonkitchen

Summary 🎉

This minor release fixes small bugs, enhances the developer experience, and updates some dependencies.

What's changed 🚀

  • Numpy 2 now fully supported by the charting, technical, quantitative, and econometrics extensions.
  • Plotly has been downgraded to 5.24.1 due to changes in V6 to JSON serialization of Figure objects.
  • API output of derivatives.options.chains is now oriented as 'records'.
  • Router extension endpoints no longer require returning an OBBject as the response model.
  • Arbitrary credentials stored in user_settings.json are now passed to the obb app and made available, as defined.
  • Various enhancements to the openbb-platform-api app launcher and Workspace backend. See the README
  • Legacy SDK example notebooks have been removed.

🆕 New Endpoints

  • obb.regulators.sec.filing_headers
    • Provider: SEC
    • Downloads and parses the index headers and cover page, if available, for any SEC filing.
  • obb.regulators.sec.open_html
    • Provider: SEC
    • Downloads and returns the raw HTM/HTML content from a SEC url.

🦋 Pull Requests Included:

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

dijonkitchen, jmaslek, and deeleeramone
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OpenBB Platform v4.4.0

12 Feb 22:55
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7ea5800
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OpenBB Platform v4.4.0

Thank you and welcome to our new contributors 🔥

@joshuaBri and @maximevtush

Summary 🎉

The first release of 2025, V4.4.0 comes with improved system/environment controls, new endpoints and data provider, and simplifies creating an OpenBB Workspace custom backend from an existing FastAPI app.

What's changed 🚀

  • Update LICENSE @maximevtush (#7020)

  • Update README.md @jmaslek (#7011)

  • HTTP configurations can now be defined in system_settings.json.

  • Output validation can be completely disabled in the router.command decorator by setting no_validate = True

  • FastAPI app instances can now be used by the openbb-api launcher to create custom Workspace backends for instant dashboarding.

    • See the docs for a quick start example.

  • openbb-sec adds two new dependencies for handling HTML-to-Text:

    • trafilatura
    • inscriptis

  • openbb-charting updates the version of plotly.json used in the PyWry window to the current one.

  • openbb-yfinance fixes for recent breaking changes.

  • openbb-imf adds the Financial Soundness Indicators database.

❌ Deprecations

Two previously consolidated endpoints marked for deprecation since V4.2 have been removed:

  • obb.fixedincome.government.us_yield_curve
  • obb.fixedincome.government.eu_yield_curve

All providers now share the same government yield curve endpoint, with chart when openbb-charting is installed:

  • obb.fixedincome.government.yield_curve

🆕 New Endpoints

  • obb.equity.fundamental.management_discussion_analysis
    • Provider: SEC
    • Gets the MD&A section from 10-K/Q filings, with the option to return the raw, complete HTML.
  • obb.equity.calendar.events
    • Provider: FMP
    • Corporate events calendar.
  • obb.derivatives.futures.info (needs openbb-deribit to populate)
    • Provider: Deribit
    • Current stats for a given contract.
  • obb.derivatives.futures.instruments (needs openbb-deribit to populate)
    • Provider: Deribit
    • Reference info for all traded futures instruments on the exchange.
  • obb.equity.ownership.government_trades
    • Provider: FMP
    • US elected representatives trade disclosures, Senate and House.

🆕 New Data Provider

🦋 Pull Requests Included:

❤️

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

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Contributors

jmaslek, deeleeramone, and 2 other contributors
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4.3.5

02 Dec 22:27
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4256db5
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4.3.5

Thank you and welcome to our new contributors 🔥

@Atharva-3000, @HemuManju, @Khaan25, @NabidAkhtar, @Naprila, @Yash-1511, @adilkadivala, @adityadeshlahre, @emmanuel-ferdman and @harshsbhat

Summary 🎉

V4.3.5 includes bug fixes, security updates, new data and endpoints, as well as additions to the example library.

🚨 OpenBB Platform Breaking Changes

V1.0.0 Mac/Windows OpenBB Platform Installer users need to manually apply this change:

  1. In Finder/Explorer, open the folder where it was installed - probably in a folder, named "OpenBB", at the root of the operating system user account.
  2. From the main installation folder, navigate into the subdirectory, "extensions/openbb_platform_installer".
  3. Open, "pyproject.toml", in any text editor, and update line 21:
    • From: openbb-core = "^1"
    • To: openbb-core = ">=1.3.5"
  4. Save the file, close it, and then run the "Update" shortcut.

💂 🔒 Security

🦋 OpenBB Platform Enhancements

  • [Feature] Econometrics: Added Variance Inflation Factor @HemuManju (#5866)
    • New POST endpoint added: obb.econometrics.variance_inflation_factor
  • [Feature] Add SEC As Provider To equity.ownership.insider_trading @deeleeramone (#6947)
    • Adds provider='sec' to obb.equity.ownership.insider_trading
  • [Feature] Add yfinance To equity.screener @deeleeramone (#6949)
    • Adds provider='yfinance' to obb.equity.screener
      • Filters for: country, exchange, sector, industry, marketcap min/max, price min/max, volume min/max, beta min/max
  • [Enhancement] Add Multi-Country Support & ECB Yield Curves To fixedincome.goverment.yield_curve(provider='econdb') @deeleeramone (#6946)
    • Inobb.fixedincome.goverment.yield_curve(provider='econdb'):
      • Adds support for multiple countries.
      • Adds ECB yield curves as: 'ecb_spot_rate', 'ecb_par_yield', 'ecb_instantaneous_forward'
  • [Feature] Add Endpoint For The Latest Financial Reports Filed With The SEC @deeleeramone (#6936)
    • New endpoint added: obb.equity.discovery.latest_financial_reports
      • SEC feed of the most recent quarterly, annual, and current reports for all companies - or by historical date.
  • [Feature] Add Intrinio to equity.historical_market_cap @deeleeramone (#6932)
    • Adds provider='intrinio' to obb.equity.historical_market_cap
  • Intrinio realtime (delayed) options @jmaslek (#6931)
    • In obb.derivatives.options.chains(provider='intrinio'):
      • Adds delay parameter with choices: 'eod', 'realtime', 'delayed'
  • [Feature] Add EIA Provider & Weekly Petroleum Status Report #6693
    • Adds a new provider extension: openbb-us-eia
    • Adds new endpoints:

🐛 OpenBB Platform Bug Fixes

  • [BugFix] Fix openbb-yfinance for equity.discovery Functions @deeleeramone (#6945)
    • Fixes all yfinance provider functions within obb.equity.discovery
    • Additional data fields are now returned.
  • [BugFix] Handle ValidationError Better @deeleeramone (#6955)
  • [BugFix] Fix Limit Param For yFinance Financials @deeleeramone (#6962)
  • [BugFix] Fix Parsing Error In SEC Form13F @deeleeramone (#6961)
    • In obb.equity.ownership.form_13f(provider='sec'):
      • Fixes data aggregation error when filing contained a security type labeled as OPTIONS
  • [BugFix] equity.peers: Handle Empty Values Within FMP Response @deeleeramone (#6963)
    • Empty values discarded from response in obb.equity.peers(provider="fmp")
  • [BugFix] CFTC COT - Make All Columns All Lowercase @deeleeramone (#6950)
    • All returned columns now conform to lower_snake_case
  • [BugFix] Fix OECD CPI Return Not Sorted By Date @deeleeramone (#6930)
    • Fixes OECD data response to be sorted by date in:
      • obb.economy.cpi(provider='oecd')
      • obb.economy.short_term_interest_rate(provider='oecd')
      • obb.economy.long_term_interest_rate(provider='oecd')
  • [BugFix] Make "logging_suppress" in SystemSettings Mutable and Then Actually Suppress Logging Service @deeleeramone (#6933)
    • Allows "logging_suppress" boolean to be set in system_settings.json.
  • [BugFix] Clean Out Files From Already Deprecated Endpoint @deeleeramone (#6953)
    • Removes unused files from the repository.
  • [BugFix] Tests: Fix Some Bad Integration Test Params @deeleeramone (#6964)
    • Updates some invalid integration test params.

📖 Documentation

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

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Contributors

HemuManju, jmaslek, and 11 other contributors
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OpenBB Platform v4.3.4

25 Oct 18:14
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OpenBB Platform v4.3.4

Thank you and welcome to our new contributors 🔥

@Anjalisharma3463, @HmbleCreator, @Khaan25, @Manish-k723, @SanchitMahajan236, @adilkadivala, @ambroseikpele, @aritradevelops, @bravesasha, @harshraj1512, @newcomer119, @sateshcharan, @theghostmac and @vamus092

Summary 🎉

V4.3.4 features security updates, bug fixes, small enhancements, and new example notebooks.

🚨 OpenBB Platform Breaking Changes

  • [BugFix] Remove Dead Endpoints From Nasdaq Data Link @deeleeramone (#6773)

    • Functions are deprecated by the source and no longer work. All have endpoints continue to work via new provider extensions.
    • Removes openbb-nasdaq as a provider to:
      • obb.index.sp500_multiples
      • obb.regulators.cftc.cot
      • obb.regulators.cftc.cot_search

  • [Enhancement] Improve FRED Search @deeleeramone (#6785)

    • In obb.economy.fred_search:
      • is_release boolean changed to be search_type, with choices:
        • "full_text", "series_id", "release"

💂 🔒 Security

🦋 OpenBB Platform Enhancements

  • Create OpenBB Platform Installer with conda constructor @piiq (#6587)

    • Scripts for building OpenBB Platform installers with Conda Constructor.

  • [Feature] Add openbb-platform-api To Main pyproject.toml @deeleeramone (#6818)

    • Package for launching the Platform API and widgets builder as a Terminal backend connector is now included with pip install openbb

  • Add a Dockerfile for easy platform-api install @jmaslek (#6753)

    • DockerFile that utilizes the openbb-platform-api for building images compatible with OpenBB Terminal Backend connectors.

  • [Enhancement] Add Start/End Date Filters To SecCompanyFilingsFetcher @deeleeramone (#6757)

    • In, obb.equity.fundamental.filings:
      • Adds start/end date filters to openbb-sec provider and improves the form_type filter to match exactly.
        • [BugFix] SecCompanyFilings: Purge nan Values & Make form_type Match @deeleeramone (#6846)

  • [Enhancement] Improve FRED Search @deeleeramone (#6785)

    • In obb.economy.fred_search:
      • Improved search query results.
      • Adds a new parameter, order_by, with choices:
        • 'search_rank', 'series_id', 'title', 'units', 'frequency', 'seasonal_adjustment', 'realtime_start', 'realtime_end', 'last_updated', 'observation_start', 'observation_end', 'popularity', 'group_popularity'

  • [BugFix] Add Exception Handling For Unauthorized API Key Error. @deeleeramone (#6800)

    • Adds a new error class, UnauthorizedError, that raises a 502 status code from the API, for provider requests that are rejected because of invalid credentials.
    • Adds historical price intraday intervals to openbb-tiingo provider fetchers.

  • [Feature] Add Chart To econometrics.correlation_matrix @deeleeramone (#6750)

    • In, openbb-charting and obb.econometrics.correlation_matrix:
      • Adds a built-in chart (chart=True) to the router path, and accessible from the OBBject extension via: res.charting.create_correlation_matrix
      • [BugFix] Handle Abusively Large Correlation Matrix. @deeleeramone (#6807)

Example Library Additions

🐛 Other OpenBB Platform Bug Fixes

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

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Contributors

piiq, jmaslek, and 15 other contributors
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OpenBB Platform v4.3.3

08 Oct 17:14
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OpenBB Platform v4.3.3

Thank you and welcome to our new contributors 🔥

@mmistroni

Summary 🎉

This update includes bug fixes, new router paths, a new provider extension, and an addition to the example library.

Hacktoberfest

This month marks Hacktoberfest 2024, and you can participate by self-assigning one of the tagged - [🕹️] - issues

🚨 OpenBB Platform Breaking Changes

  • [Feature] Add EIA Daily Spot Prices Data via FRED @deeleeramone (#6677)
    • Removed: obb.commodity.lbma_fixing
      • Reason: No longer supported by Nasdaq Data Link; 410 HTTP status code.

🦋 OpenBB Platform Enhancements

  • [Feature] Add IMF Provider Extension and Extend obb.economic.indicators @deeleeramone (#6666)

    • New provider extension: openbb-imf
      • No API key or registration required.
    • Adds imf as a provider to: obb.economy.indicators & obb.economy.available_indicators
      • Flat representations of all tables from the IRFCL dataset, or individual series from within.

  • [Feature] Add Direction Of Trade Statistics From IMF @deeleeramone (#6683)

    • New router path: obb.economy.direction_of_trade
      • Bilateral trade, represented in US dollars, between countries or regions.

  • [Feature] Add Port Volume Data From EconDB @deeleeramone (#6668)

    • New router path: obb.economy.port_volume
      • Import/Export container volume and dwelling times for the 20 highest-volume ports globally.

  • [Feature] Add EIA Daily Spot Prices Data via FRED @deeleeramone (#6677)

    • New router path: obb.commodity.price.spot
      • Adds curated daily spot price time series from the EIA via openbb-fred.

  • [Feature] Adds Primary Dealer Fails Data From NY Federal Reserve @deeleeramone (#6670)

    • New router path: obb.economy.primary_dealer_fails
      • Adds the Primary Dealer Fails To Deliver/Receive dataset from the NY Federal Reserve.

  • [Feature] Add An openbb-build Script To openbb-core Package @deeleeramone (#6692)

    • Adds a command line script to openbb-core for building the static assets and Python interface.
      • Executable: openbb-build

  • [Enhancement] Add x-unit_measurement To A Few Items @deeleeramone (#6722)

    • Adds percent normalization to:
      • obb.fixedincome.government.treasury_auctions
      • obb.fixedincome.government.treasury_prices
      • obb.fixedincome.corporate.bond_prices

  • Feature/openbb apachebeam @mmistroni (#6679)

    • Adds an example OpenBB workflow for Apache Beam data collection.

🐛 OpenBB Platform Bug Fixes

  • [BugFix] - LoggingService changing default logging configuration @montezdesousa (#6681)

    • Converts the logging service to use a custom logger instead of the root.

  • [BugFix] API: Handle EmptyDataError As Status Code 204 @deeleeramone (#6682)

    • EmptyDataError was previously creating an unknown error in the API, now returns as status code 204.

  • [BugFix] Make User Preferences -> Defaults Work With Any Parameter @deeleeramone (#6687)

    • In user_settings.json, the defaults section now accepts function parameters. Previously accepted only providers.

  • [BugFix] obb.derivatives.futures.historical: Fix Start/End Filters Not Being Applied. @deeleeramone (#6721)

    • In, `obb.derivatives.futures.historical(provider="yfinance"), the start/end dates are now correctly applied.

  • [BugFix] Fixes #6688 BLS Title String Concatenation @deeleeramone (#6690)

    • Fixes an error In, obb.economy.survey.bls_series, when no metadata for the series exists.

  • [BugFix] Fix BLS Error and API Exception Handling - Resolves #6661 and #6662 @deeleeramone (#6665)

    • Handles exceptions in the API that were previously returning a 500 status code.

  • [BugFix] Handle Options Skew Error From Zero/Empty IV Value @deeleeramone (#6701)

    • Fixes a key error when zero/empty values are present in the chain.

  • [BugFix] Bar Chart Fixes @deeleeramone (#6667)

    • Fixes an error when supplying bar_kwargs that were already defined in the function, user supplied parameters take precedence.

  • [BugFix] Enforce User Preference For Dark/Light Mode In Chart Output To API @deeleeramone (#6664)

    • Fixes charting output to the API so that user preference for dark/light mode is respected.

  • [BugFix] Use __alias_dict__ instead of Field(alias) for data fields. @deeleeramone (#6673)

    • Fixes inconsistent field names in data model schemas from the API vs. Python interface.

  • [BugFix] Add Validators For date Fields For Multiple Items Allowed. @deeleeramone (#6671)

    • Fixes the "date" field to allow multiple items as a datetime.date or YYYY-MM-DD string in:
      • obb.economy.fred_release_table
      • obb.derivatives.futures.curve
      • obb.fixedincome.government.yield_curve

  • [BugFix] Fix Some Tests @deeleeramone (#6736)

    • Fixes a few failing tests.
    • Fixes error parses invalid XML character in: obb.regulators.sec.rss_litigation

  • [BugFix] Update missed URLs from repo name change. @deeleeramone (#6695)

  • [BugFix] Fix bad key in __json_schema_extra__ of IntrinioEquityHistorical @deeleeramone (#6669)

    • Fixes incorrect key names in "choices" mappings for:
      • IntrinioEquityHistoricalQueryParams
      • TEEconomicCalendarQueryParams

💂 🔒 Security

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

mmistroni, piiq, and 3 other contributors
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4.3.2

11 Sep 16:11
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4.3.2
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4.3.2

Thank you and welcome to our new contributors 🔥

@mmistroni and @nnsW3

Summary 🎉

This release provides bug fixes, example notebook updates, security updates, additional screener presets, as well as new public data provider extensions for the Commodity Futures Trading Commission (CFTC), and The Bureau of Labor Statistics (BLS).

What's changed 🚀

🚨 OpenBB Platform Breaking Changes

  • [Feature] Flatten Revenue By Geography and Business Line @deeleeramone (#6624)
    • In, obb.equity.fundamental.revenue_per_geography and revenue_per_segment:
      • The breakdown of revenue is now a flat response instead of a nested dictionary, formatted more favorably for Excel, SQL, and pivot tables.

🦋 OpenBB Platform Enhancements

  • [Feature] Add CFTC Provider and Replace Nasdaq Datalink For COT Reports @deeleeramone (#6643)

    • The openbb-cftc extension provides public access to the complete, and current, Commitments of Traders Reports
    • Endpoints:
      • obb.regulators.cftc.cot
      • obb.regulators.cftc.cot_search
    • Optionally, register for a CFTC app token by creating an account here then generating a token here

  • [Feature] Add BLS Provider Extension With Endpoints For Search and Time Series @deeleeramone (#6630)

    • The openbb-bls extension provides public access to the BLS V2 series API with multi-series output and metadata.
    • Requires simple email registration and each key is limited to 500 calls per day, where calls are bucketed into groups of 50 symbols in 20 year historical windows. Register here
    • The extension comes with an assets folder containing series IDS and applied metadata maps representing millions of unique time series.
    • Endpoints:
      • obb.economy.survey.bls_search - no registration or key is required for this endpoint.
      • obb.economy.survey.bls_series - built-in chart when chart=True and openbb-charting is installed.

  • [Feature] Add Top Export Destinations By Country From UN Comtrade International Trade Statistics Database (EconDB) @deeleeramone (#6644)

    • Extends the openbb-econdb provider with a new function.
    • New endpoint:
      • obb.economy.export_destinations

  • [Feature] adding extra presets @mmistroni (#6623)

    • Adds to the library of openbb-finviz screener presets.
    • The new presets will populate in: ~/OpenBBUserData/presets/finviz
    • Added to obb.equity.screener(preset=%s, provider="finviz"):
      • canslim
      • fastgrowths
      • newhigh
    • All presets can be modified by the user in any text editor, with changes applied to the next function call.

🐛 OpenBB Platform Bug Fixes

  • [BugFix] VIX Curve - fixes reset_index erasing the name of the field. @deeleeramone (#6619)

    • Fixes the error when using: obb.derivatives.futures.curve("VX", provider="cboe")
    • [BugFix] Fix Pandas FutureWarning In derivatives.futures.curve Chart @deeleeramone (#6626)

  • [Release] Patch: openbb-yfinance-1.3.2 @deeleeramone (#6647)

  • [BugFix] Add trust_env to AIOHTTP ClientSession Initialization to Read .env for Proxy Mapping @deeleeramone (#6640)

    • Applies the setting to enable environment variable proxy mapping in aiohttp async requests.
    • [BugFix] Update aiohttp for Dependabot @deeleeramone (#6621)

  • [BugFix] Allow lowercase symbol for EconDB EconomicIndicators @deeleeramone (#6642)

    • Fixes a UX issue where the symbol - GDP - must be entered as uppercase.
    • EconDB symbols are not case-sensitive, converted to upper.

  • [BugFix] Fix Tests & Related Bugs @deeleeramone (#6657)

    • Fixes interactive tables (CLI) outputting only white window from obb.news, and similar.
    • Fixes unreliable connection/output with openbb-seeking-alpha to obb.equity.estimates.forward_sales and forward_eps.
    • Updates some unit and integration tests.

General

  • [BugFix] obb.news.world Add Validators To Providers Where Symbol Is Mandatory @deeleeramone (#6625)
  • [BugFix] Improve Warning For Invalid Defaults Key In user_settings.json @deeleeramone (#6651)
  • [BugFix] Replace Optional[bool] with bool as type in Equity Search @deeleeramone (#6633)
  • [BugFix] __fields__ is deprecated, use model_fields instead @deeleeramone (#6629)

📚 OpenBB Documentation Changes

  • [BugFix] Example Notebook Syntax Updates @deeleeramone (#6639)

    • Outdated syntax in the example notebooks has been updated to reflect recent modifications.

  • [BugFix] Docs fix spelling issues @nnsW3 (#6634)

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

mmistroni, deeleeramone, and nnsW3
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OpenBB Platform v4.3.1

09 Aug 08:29
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v4.3.1
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OpenBB Platform v4.3.1

Thank you and welcome to our new contributors 🔥

Thanks to, mmistroni, for contributing to the Finviz screener endpoint.

Summary 🎉

This release includes some bug fixes, dependency version bumps, new router paths and functionality, and a new provider extension.

What's changed 🚀

A new version of openbb-cli resolves the issue of "nothing happening" when a command is run. The tables now engage the backend window creation directly.

🚨 OpenBB Platform Breaking Changes

  • [Feature] PyWry Optional With Charting @deeleeramone (#6590)

    • PyWry is now an optional dependency of the openbb-charting extension. This decouples window creation from the charting features and makes the installation slimmer.
      • To retain the old configuration, pip install openbb-charting["pywry"]

  • [BugFix] Bump linearmodels and arch Version @deeleeramone (#6600)

    • Versions pulled are now 6 & 7, respectively.

  • [Feature] Remove Deprecated Fields From Equity Historical @deeleeramone (#6598)

    • Previously deprecated parameters have been removed.
    • In obb.equity.price.historical:
      • Removed:
        • adjusted
        • prepost
      • All providers now use the adjustment enum to select the price adjustment factor for historical prices, and extended_hours replaces, prepost.

  • [BugFix] Fix ReferenceGenerator Unions and Choices @deeleeramone (#6599)

    • Structure of reference.json and openapi.json has changed to group all parameter "choices" by provider.

  • [Feature] OptionsChains Properties @deeleeramone (#6564)

    • Response object from obb.derivatives.options.chains is now a single model, structured as a Dict[List]. Previously was a [List[Dict]

  • OECD function parameters have changed to reflect new updated structures at the source:

  • [BugFix] Update Missed Lock Files for certifi 2024.7.4 @deeleeramone (#6583)

    • Alll extensions have been updated for certifi 2024.7.4.

  • [BugFix] Delete Dev Container @deeleeramone (#6582)

    • Removes the Dev Container from the repository.

🦋 OpenBB Platform Enhancements

  • [Feature] Add Nonfarm Payrolls To economy.survey @deeleeramone (#6571)

    • New router path: obb.economy.survey.nonfarm_payrolls
      • Supported providers: openbb-fred

  • [Feature] Add Fred Release Tables @deeleeramone (#6595)

    • New router path: obb.economy.fred_release_table
      • Supported providers: openbb-fred

  • [Feature] Add PCE (Personal Consumption Expenditures) reports to Economy @deeleeramone (#6578)

    • New router path: obb.economy.pce
      • Supported providers: openbb-fred

  • [Feature] Add Historical Market Cap @deeleeramone (#6603)

    • New router path: obb.equity.historical_market_cap
      • Supported providers: openbb-fmp
      • Built-in view, "chart=True".

  • [Feature] Add TIPS Yields (to maturity) @deeleeramone (#6597)

    • New router path: obb.fixedincome.government.tips_yields
      • Supported providers: openbb-fred

  • [Feature] Replace Nasdaq SP500 Multiples With Direct Source @deeleeramone (#6609)

    • New provider extension - "openbb-multpl" - to replace nasdaq for obb.index.sp500_multiples.
    • Deprecated: nasdaq as provider to obb.index.sp500_multiples.
      • Reason: Data no longer updated by Nasdaq Data Link.

  • [Enhancement] Consolidate OECD Interest Rate Endpoints as a Single Function @deeleeramone (#6602)

    • Three routes have been consolidated into one:
      • New router path: obb.economy.interest_rates
      • Deprecated:
        • obb.economy.short_term_interest_rate
        • obb.economy.long_term_interest_rate
        • obb.economy.immediate_interest_rate

  • [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)

    • Adds econdb as provider to:
      • obb.economy.gpd.nominal
      • obb.economy.gdp.real

  • [Feature] OptionsChains Properties @deeleeramone (#6564)

    • Adds properties and class methods to the output of obb.derivatives.options.chains.
    • results is now a single instance as a dictionary of arrays.
    • Refer to the docstring of results for a description of properties and functions.

  • [Feature] Add Finviz Screener Presets (V3 Compatible) @deeleeramone (#6601)

    • Adds finviz as a provider to: obb.equity.screener.
    • Support for legacy V3 SDK/Terminal stock screener presets.

🐛 OpenBB Platform Bug Fixes

📚 OpenBB Documentation Changes

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
and join our Discord server to chat about your contribution! We want to hear about your experience!

Links 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

DidierRLopes and deeleeramone
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