OpenBB-finance/OpenBB 4.3.5

on GitHub

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

• [Security] Bump aiohttp To V3.10.11 @deeleeramone (#6951)
  • Resolves CVE-2024-52304 & CVE-2024-52303
• Updates openbb-devtools to resolve CVE-2024-52804

🦋 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:
    • obb.commodity.petroleum_status_report
    • obb.commodity.short_term_energy_outlook (free API key required - https://www.eia.gov/opendata/register.php)

🐛 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

• docs: update CONTRIBUTING.md @emmanuel-ferdman (#6952)
• Update README.md @DidierRLopes (#6937)
• add: M&A impact example notebook @NabidAkhtar (#6893)
• Cleanup example nb titles @jmaslek (#6934)

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Help us promote our community by tagging @openbb_finance on X with a link to your pull request,
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