v4.3.4

OpenBB-finance/OpenBBv4.3.4Oct 25, 2024by github-actions[bot]

AI Summary

This release integrates the `openbb-platform-api` into the main package and adds Dockerfile support for easy deployment. It enhances FRED search functionality and adds date filters to SEC company filings, along with a new correlation matrix chart.

Key Highlights

`openbb-platform-api` inclusion in main package
Dockerfile for easy deployment
Improved FRED search functionality
SEC filings date filters
Correlation matrix chart addition

Breaking Changes

Removed dead endpoints from Nasdaq Data Link provider

New Features

openbb-platform-api package inclusion
FRED search improvements (order_by parameter)
SEC filings date filters
Correlation matrix chart with charting support
New example notebooks (Sector Rotation, Backtesting Momentum, etc.)

Full Release Notes

## 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

- [BugFix] Bump `openbb-core` Dependencies In `pyproject.toml` @deeleeramone (#6794)
    - Resolves CVE-2024-47874

## 🦋 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

- [🕹️]Added the notebook for Sector Rotation Strategies Analysis @SanchitMahajan236 (#6844)
- [task] created a cryptocurrency trend analysis notebook | closes #6709 @theghostmac (#6728)
- [🕹️]Added the notebook for Backtesting Momentum Strategies @SanchitMahajan236 (#6759)
- [🕹️]Added the notebook for currency exchange rate prediction @Manish-k723 (#6743)
- Added file : Created Notebook for Portfolio Optimization Using Modern Portfolio Theory (Hacktoberfest) @ambroseikpele (#6726)
- Risk-Return Tradeoff Model Notebook #6710 @HmbleCreator (#6739)

## 🐛 Other OpenBB Platform Bug Fixes

- [BugFix] Pre-Release Bug Fixes @deeleeramone (#6869)
- [BugFix] `openbb-yfinance` - Fix Key Error From Change In Response From `yf.download()` @deeleeramone (#6852)
- Docs: README @bravesasha (#6755)


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](https://openbb.co/), [Twitter](https://twitter.com/openbb_finance), [Linkedin](https://www.linkedin.com/company/openbb-finance), [Instagram](https://www.instagram.com/openbb.finance/), [Reddit](https://www.reddit.com/r/openbb/), [Discord](https://discord.com/invite/xPHTuHCmuV)