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4.3.5

02 Dec 22:27
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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 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

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

25 Oct 18:14
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v4.3.4
b1d9155
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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 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

Contributors

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

08 Oct 17:14
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v4.3.3
45f060b
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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
4bc5cd0
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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
Assets 2
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OpenBB Platform v4.3.1

09 Aug 08:29
@github-actions github-actions
v4.3.1
3e24fd6
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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
Assets 2
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4.3.0

10 Jul 09:42
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4.3.0
113a84e
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4.3.0

Summary 🎉

Introducing Release 4.3.0!

We've streamlined import processes, cutting load times by ~40% and revamped our code style for efficiency.

Renaming our repository to OpenBB signals a new era of accessibility and clarity. Security has been bolstered with dropped support for Python 3.8 and enhanced error handling.

Explore our expanded data access with New York Federal Reserve's Primary Dealer Statistics and Nasdaq on the Equity Screener. Experience upgraded charting capabilities including futures curves and derivatives historical charts.

This release isn't just an update—it's a leap forward in performance, security, and user experience.

🦋 OpenBB Platform Enhancements

Import processes have been streamlined to improve load and build times, with the code style fundamentally changed to incorporate this pattern. Another feature added is the optimization of logging.

In addition, access to more data has been facilitated through the Primary Dealer Statistics by the New York Federal Reserve, further expanding the data resources. The charting capability has also been expanded with the addition of futures curve chart and derivates historical chart to improve user experience and charting coverage.

Improvements have been made to the PyPi publishing tool to support Ruff 0.5.0 and to simplify the process of doing a release. Nasdaq has been added to the Equity Screener for increased coverage.

🐛 OpenBB Platform Bug Fixes

Key updates in the latest release: Adjusted warning display settings for clarity on large commands. Fine-tuned charting integration tests for reliability. Resolved issues with Dict-Type query parameters in Provider Interface models. Updated OECD's Unemployment data age brackets. Updated Python versions in toml files and dropped support for Python 3.8 for security enhancements. Fixed issues with local variable 'export' and streamlined operations by removing the 'website' folder. Improved error messaging with OpenBBError for FMP Econ Calendar.

📚 OpenBB Documentation Changes

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4.2.3

19 Jun 12:17
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4.2.3
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4.2.3

Summary 🎉

Announcing Release 4.2.3! Enjoy enhanced Fixed Income features, revamped data endpoints, and new capabilities like storing defaults and options chains. Upgrade now for enhanced functionality and expanded features! 🚀

Thank you and welcome to our new contributors 🔥

@jzhao62

🦋 OpenBB Platform Enhancements

Enhanced Fixed Income with renamed models, EFFR & SOFR data standardization, and expanded fields. Revamped Federal Reserve and FRED data endpoints, and removed deprecated Ameribor series. New features include storing defaults, Economic Surveys router path, Intrinio Delayed Options, and Mortgage Indices endpoint.

🐛 OpenBB Platform Bug Fixes

The new release includes three significant changes:

  1. A bug in the Econdb JSON loads context has been fixed, enhancing the functionality of the static assets by adding a context manager to json.load. The fix will address the issue documented in #6508.

  2. Base exceptions have been substituted with OpenBBError to align with new exception handlers. This step will ensure more meaningful error messages across Python, CLI, or API for users.

  3. Lastly, an issue preventing the retrieval of FY 2025 in the earnings transcript has been fixed, changing the validation to allow values less than the current year + 1. This adjustment allows mapping of FY 2025 to 2025, instead of 2024 as it did before, for example in NVDA.

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,
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v4.2.2

11 Jun 09:49
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v4.2.2

Summary 🎉

This new release adds new endpoints to the economy menu, namely retail_prices, house_price_index, immediate_interest_rate, central_bank_holdings and share_price_index. Additionaly, yfinance is now supported by the `derivatives/options/chains/ endpoint. A new configuration was added to the user settings and it's now possible to define a priority list of providers per command, where the program falls back to the next when there is no credential for the prior.

🦋 Enhancements

🐛 Bug Fixes

📚 Documentation

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v4.2.1

23 May 09:09
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v4.2.1
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v4.2.1

🌟 What's New in This Release

Explore the enhanced documentation layout and style for a smoother user experience of the OpenBB Platform. Tighten security with upgraded dependencies and refined error handling. Upgrade now for a safer and more streamlined experience! 🚀

🦋 OpenBB Platform Enhancements

Release 4.2.1 introduces new features and improvements in the system. The first addition is the "Compare Company Facts" feature, allowing users to compare line items in financial statements across different companies. The new "Forward EBITDA" route has been added to the equity estimates route. This release also sees the removal of the deprecated etf.holdings_performance endpoint. The Exception handlers have been improved to ensure more consistent error returns by the API. Lastly, the balance of payments for FRED has been added to expand the macroeconomics data collection. These changes are tested thoroughly for various conditions and parameters to ensure effective performance.

🐛 OpenBB Platform Bug Fixes

This new release implemented software updates, including bug fixes and security improvements. The list syntax was revamped within routines, making the '-i/--input' argument initially treated as a string and skipping on split comma-separated arguments. Security updates included upgrades to the idna and requests to patched versions. The dependency on PDF and XLSX export capabilities was removed due to bugs and security vulnerabilities. Other updates improved user interaction, such as handling space-separated arguments better. Certain credentials are only updated on login, preventing unnecessary resetting of user preferences.

📚 OpenBB Documentation Changes

The new release introduces considerable UI and layout changes to the OpenBB Platform documentation and a series of minor style improvements to the OpenBB Platform CLI documentation for enhanced consistency and coherence. All references now uniformly use "OpenBB Platform CLI". The modifications have been thoroughly tested on the documentation website.

We are proud of our community contributors and staunch supporters of open-source ecosystems.
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v4.2.0

15 May 18:55
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v4.2.0
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v4.2.0

🌟 What's New in This Release

🚀 Legacy Code Removal

Legacy Code Removal: We removed the legacy OpenBB Terminal code. Don’t worry, you can still access this legacy code! It's safely archived in our Legacy Terminal Repository and preserved in the git history for any nostalgic devs.

📜 License Transition

AGPL License Adoption: We've upgraded to the AGPL license to better align with our community's values and future goals. Learn more by checking out our insightful blog post and our detailed licensing FAQ.

🔒 Security Improvements

Major Security Upgrade: With the legacy code in the rearview, we've upgraded our defenses. This major security enhancement ensures that your experience on the OpenBB Platform is safer and more secure than ever.

🦋 OpenBB Platform Enhancements

Release 4.2.0 introduces a number of features and improvements to OpenBB Platform. Web security has been enhanced by updating frontend components and dependencies to patched versions. The OpenBB Platform CLI's testing coverage has been expanded through the addition of unit tests and the update of GitHub workflows.

The release also brings new enhancements to the 'reference.json'. Now, custom provider choices are available in the reference, which can be leveraged by clients for diverse purposes. Additional functionalities include Forward PE estimates to the equity.estimates router, update to the CLI README documentation, and removal of old code.

A notable feature is the creation of a 'repo assets directory'. The intention behind this is to define instructions and credentials in the Provider class to avoid downstream applications scraping the repo and potentially encountering randomly deleted files.

🐛 OpenBB Platform Bug Fixes

The new release corrects a variety of bugs. Key corrections include updating GitHub workflows, replacing python-jose by PyJWT due to security concerns, fixing errors in the Econ Calendar, making paper_bgcolor transparent in the PyWry backend, and exposing error messages on request failure in AV Historical EPS. Auxiliary corrections include case-insensitive credentials, and more. Additional testing was done to ensure the proper functioning of these corrections.

📚 OpenBB Documentation Changes

In this new release, several updates were made across various areas including licensing, package upgrades, and documentation changes. The license for the codebase is now AGPL, with a dedicated FAQ page for licensing added to platform documentation. The CLI Installation Pre-Requisites now include guidelines for Linux, while new pages have been created for CLI docs keeping with the familiar Terminal structure. Docusaurus, was upgraded to v3 for improved security and new features. The discontinued OpenBB Terminal was removed from the main docs page and relocated under the Legacy section. Specifics on these changes can be found in the detailed change-log.

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!

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Disorrder, piiq, and 5 other contributors
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