JerBouma/FinanceDatabase 2.5.2

FinanceDatabase 2.5.2

on GitHub

2.5.2 continues the data-quality work of 2.5.1, with checks across the whole database that were each verified against a source, and better primary listings for companies abroad. The hosted MCP server now shows a setup page and a usage dashboard when it is opened in a browser. It also includes fixes from contributors, and from this version on, releases are published by GitHub Actions after an approval.

Package

• Filtered selections keep to_toolkit(). Slicing or filtering the result of select() or search(), for example selection[selection["market_cap"] == "Large Cap"], now returns a FinanceFrame instead of a plain DataFrame (#255, thanks @wavebyrd).
• An empty search list matches nothing instead of raising an error, e.g. fd.Equities().search(name=[]) (#252, thanks @jackiectl2).
• Better primary listings for only_primary_listing. Countries without a main venue get a home venue, home lines on a country's own venue come first, and lines with an ISIN win at home. Avon now resolves to AVON.L, FACC to Vienna and STMicroelectronics to Paris (#243).

MCP server

• A setup page in the browser. Opening https://financedatabase.jeroenbouma.com/mcp (or /) in a browser shows how to add the server in three steps, instead of a "Not Acceptable" error. MCP clients are unaffected (#245, #247).
• A usage dashboard at /stats in the browser: key figures, calls and users per day, and the most used tools. Scripts still get the JSON (#248).
• Missing numbers are null in tool answers instead of non-standard NaN tokens (#254, thanks @jackiectl2).
• Infinite limits and offsets fall back to the default instead of failing (#249, thanks @jackiectl2).
• Setup wizard (financedatabase-mcp-setup):
  • It writes Claude Desktop's config to ~/.config/Claude/ on Linux, which is where Claude Desktop reads it.
  • It adds Devin Desktop, formerly Windsurf (~/.config/devin/, or %APPDATA%\devin\ on Windows).
  • Older Windsurf installs remain an option (#256).

Data

• Correctness and quality checks across the whole database, each change verified against an exchange list, filing or other public source (#244):
  • delisted and re-tickered lines updated;
  • bonds, warrants and certificates removed from equities;
  • tokenized stocks removed from cryptocurrencies;
  • SPACs moved to Capital Markets;
  • new Korean (KRX) and Thai (SET) companies added;
  • US ETF delistings are now recorded by the weekly update.
• Consistent listings (#242). A company's listings now share one country, industry and market cap tier. Blank identifiers and categories are filled from the share's other listings.
• Corrected names and categories: SAP SE, Meta Platforms, Inc., Tencent Holdings Limited and Toyota Boshoku (#246).

Releases

• Releases are built and published by GitHub Actions after an approval. This covers the package on PyPI, the GitHub release with financedatabase.mcpb and the MCP Registry entry (#257).