Openbb

Latest version: v4.3.4

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4.2.1

- [Feature] OpenBB Platform DevContainer hjoaquim (6426)
- [Feature] Compare Company Facts (SEC) deeleeramone (6444)
- [Feature] Forward EBITDA deeleeramone (6433)
- [Feature] Deprecate `etf.holdings_performance` endpoint hjoaquim (6441)
- [Feature] Improve Exception handlers montezdesousa (6430)
- [Feature] Balance Of Payments For FRED deeleeramone (6431)

πŸ› 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.

- [BugFix] Move api.dockerfile montezdesousa (6454)
- [BugFix] Revamp the usage of list syntax on routines hjoaquim (6450)
- Update requests and idna to patched versions piiq (6448)
- [BugFix] Add back api.dockerfile montezdesousa (6449)
- Remove PDF export capabilities piiq (6442)
- Remove xlsx export from CLI's interactive tables piiq (6439)
- [BugFix] Bump anyio \& sync pre-commit, openbb-devtools and GitHub workflows montezdesousa (6443)
- [BugFix] Add bs4 to SEC pyproject.toml deeleeramone (6440)
- [BugFix] Remove space from literals hjoaquim (6438)
- [BugFix] Only update credentials on login montezdesousa (6437)
- [BugFix] Handle space separated arguments hjoaquim (6436)
- [BugFix] FMP Screener - Convert sector param choices to lower\_snake\_case deeleeramone (6432)
- [BugFix] FMP Key Metrics deeleeramone (6428)
- [BugFix] Do Intrinio News TO-DOs -> Remove workaround because they fixed it. deeleeramone (6427)
- [BugFix] Clear Linting Items deeleeramone (6423)
- [BugFix] - `dev_install.py` updates montezdesousa (6424)

πŸ“š 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.

- [Feature] Small CLI docs style improvements hjoaquim (6429)
- [Docs] Refactor Docs Pages For Diataxis deeleeramone (6315)

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 πŸ¦‹
[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)

4.2.0

🌟 What's New in This Release

πŸš€ 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](https://github.com/OpenBB-finance/LegacyTerminal) and preserved in the git history for any nostalgic devs.

πŸ“œ 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](https://openbb.co/blog/license-change-openbb-platform-goes-agpl) and our detailed [licensing FAQ](https://docs.openbb.co/platform/licensing).

πŸ”’ 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.

πŸ¦‹ 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.

- Improve web security piiq (6405)
- [Feature] OpenBB Platform CLI Unit tests IgorWounds (6397)
- [Feature] Custom Provider choices available on the `reference.json` hjoaquim (6409)
- [Feature] Add Forward PE Estimates deeleeramone (6398)
- [Feature] CLI README hjoaquim (6402)
- remove hold command and its references hjoaquim (6399)
- Security updates piiq (6387)
- [Feature] Create repo assets directory montezdesousa (6384)
- [Feature] Fallback to to\_df() method when results are a string hjoaquim (6388)
- [Feature] Update chart creation so it doesn't break the command execution hjoaquim (6382)
- [Feature] Redefined standard fields \& multiple\_items\_allowed property changes montezdesousa (6377)
- [Feature] EconDB Main Indicators deeleeramone (6365)
- Move files used in gh actions from root montezdesousa (6346)
- [Feature] Summarize Changelog IgorWounds (6335)
- [Feature] Warn limit number of countries in TE request hjoaquim (6334)
- [Feature] Polygon Currency Snapshots deeleeramone (6333)
- [Feature] Main README hjoaquim (6403)
- [Feature] Adds Platform images hjoaquim (6410)
- [Feature] Styling adjustments hjoaquim (6408)
- [BugFix] Fix broken `--sheet-name` argument hjoaquim (6401)
- [Feature] Update CLI dependencies hjoaquim (6389)
- [Feature] Remove i18n hjoaquim (6390)
- [Feature] Misc improvements on the Platform CLI hjoaquim (6370)
- Sync main and develop piiq (6373)
- [Feature] Handle repeated non standard arguments hjoaquim (6366)
- [Feature] Improve `OBBject` Registry hjoaquim (6364)
- [Enhancement] - Sanitize sensitive data from `.cli.his` IgorWounds (6361)
- [Feature] Display command providers montezdesousa (6355)
- [Feature] Named tables on CLI hjoaquim (6356)
- [Feature] Rename terminal folder montezdesousa (6349)
- Move linting rules from pyproject.toml to ruff.toml montezdesousa (6350)

πŸ› 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.

- [BugFix] Update GitHub workflows montezdesousa (6418)
- [HotFix] Fix missed unit\_measurements deeleeramone (6416)
- [BugFix] Replace python-jose by PyJWT montezdesousa (6407)
- [BugFix] Econ Calendar deeleeramone (6392)
- [BugFix] Make `paper_bgcolor` transparent in PyWry backend deeleeramone (6385)
- [BugFix] AV Historical EPS - Expose Error Message On Request Fail deeleeramone (6406)
- [BugFix] Explicit error message when return type is not an OBBject IgorWounds (6394)
- [BugFix] Remove logos montezdesousa (6404)
- [BugFix] Case insensitive credentials montezdesousa (6400)
- [BugFix] Remove unused old code IgorWounds (6395)
- [BugFix] Fix FMP Currency/Crypto Historical Prices deeleeramone (6383)
- [BugFix] Update SEC pyproject.toml deeleeramone (6379)
- [BugFix] Fix Currency Search deeleeramone (6380)
- [BugFix] Treasury Rates Pandas Warnings deeleeramone (6375)
- [BugFix] Ad 'x-' to json\_schema\_extra in Fields with unit\_measurement deeleeramone (6376)
- [BugFix] Fix tests for release IgorWounds (6372)
- [BugFix] Fix lowercase symbols IgorWounds (6342)
- [BugFix] Set Chart Style Before Output deeleeramone (6367)
- [BugFix] Remove `Literal[None,...]` hjoaquim (6371)
- [BugFix] SEC ETF Holdings - Try Catch for RemoteDisconnect Error deeleeramone (6359)
- [BugFix] Remove multiple .envs montezdesousa (6363)
- [BugFix] hjoaquim (6360)
- [BugFix] Intrinio EquityPriceHistorical - Return Error Message When Invalid Key deeleeramone (6357)
- [BugFix] Empty views on `econometrics` and `quantitative` hjoaquim (6353)
- [BugFix] Empty views on the CLI hjoaquim (6351)
- [BugFix] Filtered provider arguments hjoaquim (6348)
- Clean .gitignore montezdesousa (6347)
- [BugFix] Intrinio Balance Sheet Period deeleeramone (6343)
- [BugFix] fix the dependencies issues on the changelog summary workflow luqmanbello (6341)
- [BugFix] Correct the filename of the `summarize_changelog.py` file luqmanbello (6338)
- [BugFix] Intrinio News deeleeramone (6336)
- [BugFix] Sync ruff in dev\_tools with openbb\_core montezdesousa (6331)

πŸ“š 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.

- Update the license of the code in this repo to AGPL piiq (6415)
- [HotFix] Add Linux instructions to CLI Installation Pre-Requisites deeleeramone (6411)
- [Feature] CLI docs hjoaquim (6362)
- [BugFix] Fix Excel Data Slicer page. IgorWounds (6396)
- [Docs] Upgrade Docusaurus to v3 Disorrder (6386)
- [Docs] Remove OpenBB Terminal from docs page IgorWounds (6354)
- [Docs] Update excel docs montezdesousa (6329)
- [Docs] Update excel docs montezdesousa (6328)

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 πŸ¦‹
[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)

3.2.5

This will be the final release of the OpenBB Terminal.

You can read about this decision and what comes next [here](https://openbb.co/blog/sunsetting-openbb-terminal-why-how-and-what-now).

This version has fixed some of the previous bugs that were related to dependencies and has removed a chunk of deprecated dependencies.

3.2.4

Not secure
Thank you and welcome to our new contributors πŸ”₯
AdiSai, AdwaitSalankar, FarukhS52, abhishek-amar, bimbolimbo, fadilparves, joshuabuildsthings, maxxsh, polooner, professssor, ramazanguvenc and ssahaxd

What's new πŸŽ‰
We have been pushing away at the OpenBB Platform for our V4 release. This 3.2 patch comes with some terminal bug fixes and a dependency pin for pip installation/


What's changed πŸš€
* improved market cap value extraction (5169) bimbolimbo
* Clarified stocks/ta empty recom object message (5468) polooner
* Pin openai (5685) jmaslek
* hotfix/stock-screener-sort: Fix for 5671 - sort by `fwdp/e` in Stock Screener (5675) deeleeramone
* hotfix/fix-gov-histcont: Fix 5650 - /stocks/gov/histcont (5676) deeleeramone
* Hotfix/reports model render report sanitize inputs (5669) joshuabuildsthings
* 5633 adding comma every 1000 (5652) ramazanguvenc
* improve docs structure for V4 (5586) DidierRLopes
* fix front matter (5667) DidierRLopes
* Update settings.md (5665) DidierRLopes
* Improve Pro documentation further (5641) DidierRLopes
* Fix the redirect for intro to the correct url for docs (5658) fadilparves
* fix docs (5646) andrewkenreich
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (5627) DidierRLopes
* Docs/terminalpro and improvement (5622) DidierRLopes
* Patch 1 (5604) maxxsh
* Fix typo errors in CONTRIBUTING.md (5623) FarukhS52
* Change Ultima paragraph (5624) hjoaquim
* FIX 5600 Updated the Twitter logo to X logo (5601) professssor
* Hotfix/econometrics export filename fix (5508) ssahaxd
* Update README.md with new demo (5598) DidierRLopes
* fix: A value is trying to be set on a copy of a slice from a DataFrame (5591) abhishek-amar
* Updating Ultima urls (5587) hjoaquim
* Add columns to `stocks/search` (5565) AdwaitSalankar
* added platform API integration test to Nightly build (5571) luqmanbello
* fix: Modify 'load' behavior to append data to existing sheet (5503) ssahaxd
* Hotfix/ultima improvements (5553) AdiSai
* add new bot command autopost docs (5530) andrewkenreich
* Updating showcase page (5543) hjoaquim
* Ultima Insights description update (5541) hjoaquim
* Add the v4 tests to default branch (5536) jmaslek

3.2.3

Not secure
Thank you for your patience! We have been working hard on the release of the openbb platform, which will be v4. You can check out the progress on our open PRs or the open branches.

Thank you and welcome to our new contributors πŸ”₯
Light-JH, MarkBenjamin and ferreiratiago

What's new πŸŽ‰
- We have fixed some issues related to the pip installation, which required pinning certain libraries.
- General bug fixes


What's changed πŸš€
* hotfix/fix-pylint-errors: Fixes a couple of pylint errors (5506) deeleeramone
* Update finvizfinance (5500) jmaslek
* hotfix/forecast-make-intraday-work: An attempt to make intraday data work with forecast functions (5486) deeleeramone
* Pin financedatabase (5495) jmaslek
* Fix bug that doesn't allow to iterate through tickers with a dot (5489) DidierRLopes
* refactor: reviewpad configuration (5493) ferreiratiago
* hotfix/delete-options-screener-intro: Removes deprecated function from Intros documentation. (5474) deeleeramone
* Hotfix stock screener (5440) jmaslek
* Print message if yahoo finance load fails (5450) Light-JH
* Hotfix/pywry 0.6.1 (5446) tehcoderer
* Hotfix/weird logs (5439) hjoaquim
* Improve readme header (5432) DidierRLopes

3.2.2

Not secure
Thank you and welcome to our new contributors πŸ”₯
Define101 and kulbinderdio

What's new πŸŽ‰

We are excited to launch an implementation of TimeGPT from nixtla!

As per usual, we are also including some general bug fixes, enhancements and documentations. We have also deprecated some crypto functions that have not been returning data from their API.

What's changed πŸš€
* update defillama_dapps json file (5380) Define101
* Allow to execute reports url from reports menu (5385) DidierRLopes
* Feature/companies house (4721) kulbinderdio
* Hotfix - PyWry fix python 3.11 fail on boot, copy+paste on MacOS (5384) tehcoderer
* Change bootup message (5378) jmaslek
* Add example notebook for building volume-at-price chart. (5370) deeleeramone
* Fix foreach on routine where the inputs provided are not valid (5373) DidierRLopes
* 1st integration with TimeGPT-1 (Beta), from Nixtla (5292) DidierRLopes
* Removed prints (5367) colin99d
* Some error handling (5357) colin99d
* Improves the `settings/userdata` command, and upgrade ruff (5359) colin99d
* bye bye shroom (5351) colin99d
* hotfix / Allow routine args inside lists (5353) tehcoderer
* Fix the CPI CSV and remove twitter functionalities (5350) jmaslek
* Thegraph totally changed, I removed the endpoints (5349) colin99d
* Adds example notebook for installing in Google Colab (5333) deeleeramone
* Improve documentation (5345) colin99d
* Fixes 5332 (5344) colin99d
* hotfix/fix-stocks-search-sdk3: Fixes the stocks search so that it doesn't `print_rich_table()` for SDK. (5329) deeleeramone
* Fixed URL for uploading to the hub (5340) colin99d
* Fixed the request function (5336) colin99d

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