4.3.5

OpenBB-finance/OpenBB4.3.5Dec 2, 2024by github-actions[bot]

AI Summary

4.3.5 includes security patches for aiohttp and updates to dependencies, along with new Econometrics endpoints and data providers. It adds support for SEC insider trading and ECB yield curves, and introduces a new EIA provider for energy data.

Key Highlights

  • New Econometrics Variance Inflation Factor endpoint
  • SEC insider trading provider support
  • ECB yield curves support
  • New EIA provider extension
  • Security updates for aiohttp

Breaking Changes

  • Manual update required for OpenBB Platform Installer users (pyproject.toml version bump)

New Features

  • Variance Inflation Factor endpoint
  • SEC insider trading provider
  • ECB yield curves (ecb_spot_rate, etc.)
  • EIA provider for petroleum status reports
  • New SEC latest financial reports endpoint

Full Release Notes

## 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)
  - In`obb.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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