Quantsumore

Bug Fixes
-----------------------------------------------------------------------------------------------------------
- **Analysis methods in `Analyze` Class**: Fixed bugs when calculating ratios.

We recommend all users update to this latest patch to take advantage of new functionality and resolve any issues related to configuration, file handling, and documentation. Thank you for your continued feedback and support in improving quantsumore!

-----------------------------------------------------------------------------------------------------------
- **Financial Statements to Excel**: Users can now write financial statements to Excel files after pulling data from the `fAnalysis` class. The new `WriteExcel` class allows for customized formatting, automatic column width adjustments, and enhanced readability with styles and indentation based on financial statement structures.

The `CommonSize` method calculates and returns a standardized view of a financial statement, allowing users to analyze and compare financials across different periods or entities by eliminating scale differences. The structure is managed by the new `_frameworks` module, which includes predefined layouts for Income Statement, Balance Sheet, and Cash Flow Statement, enabling users to generate reports in a consistent format.

- **New `WriteExcel` Class**: A specialized class to export financial data to Excel with customized styles. It includes features such as:
- **Automatic Column Width Adjustment**: Adjusts column widths based on data content.
- **Indentation and Formatting**: Supports parent, subtotal, and total accounts for easy readability.
- **Excel Styling**: Applies styles like bold text, right alignment, and conditional formatting to enhance presentation.

Bug Fixes
-----------------------------------------------------------------------------------------------------------
- **Argument Handling in `Crypto` Class**: Resolved an issue where the `make` method in the `Crypto` class threw an `AttributeError` due to improper handling of keyword and positional arguments. The method now correctly assigns and processes parameters like `exchange_type` regardless of argument type.
- **Docstring Correction in `fAnalysis` Class**: Updated the docstring for the `annual_dividend` method to accurately reflect that it returns the annual dividend, correcting the previous error.

Known Issues
-----------------------------------------------------------------------------------------------------------
- No new issues reported.

We recommend all users update to this latest patch to take advantage of new functionality and resolve any issues related to configuration, file handling, and documentation. Thank you for your continued feedback and support in improving quantsumore!

We are pleased to release **quantsumore 2.0.0 Beta 1**, a patch update addressing critical bugs and introducing new features for improved functionality and flexibility in financial data analysis. This version includes enhanced file handling, accurate documentation, and new tools for financial statement analysis. Please test your applications against these changes and report any further issues.

Overview
-----------------------------------------------------------------------------------------------------------
`quantsumore` is a robust Python package tailored for accessing and analyzing diverse financial market data. It offers specialized API clients to retrieve data from various sectors such as cryptocurrencies, equities, Forex, Treasury instruments, and Consumer Price Index (CPI) metrics. With these tools, quantsumore simplifies complex data analysis, making it indispensable for traders, analysts, researchers, and financial enthusiasts.

This release focuses on expanding the functionality of `quantsumore` by introducing two core components: **Fundamental Analysis** and **Technical Analysis**, along with key bug fixes and improvements in file handling.

New Features

1. **Fundamental Analysis (`fAnalysis`)**
The `fAnalysis` class is designed for users who need detailed insights into a company’s financial performance. It provides access to financial statements, ratio analysis, and dividend data. Key functionalities include:
- **Financial Statements**: Retrieve income statements, balance sheets, and cash flow statements.
- **Ratio Analysis**: Calculate essential ratios such as liquidity ratios (current ratio, quick ratio), solvency ratios (debt-to-equity ratio, debt-to-capital ratio), and profitability ratios (net profit margin, EBIT margin).
- **Common Size Financial Statements**: Convert financial statements into common-size formats for easier comparison across periods or companies.
- **Dividend Analysis**: Retrieve and analyze dividend yields, ex-dividend dates, and annual dividend reports.

2. **Technical Analysis (`tAnalysis`)**
The `tAnalysis` class adds a suite of widely-used technical indicators for analyzing market trends and price movements, essential for traders and analysts. Key indicators include:
- **Directional Movement Index (DMI) and Average Directional Index (ADX)**: Measures trend strength and direction.
- **Relative Strength Index (RSI)**: Identifies overbought and oversold market conditions.
- **MACD**: A momentum indicator that follows trends.
- **Bollinger Bands**: Helps analyze market volatility.
- **Stochastic Oscillator**: Measures the sensitivity of price movements.
- **On-Balance Volume (OBV)** and **Accumulation/Distribution Line**: Track volume trends relative to price.

Improvements
- **Improved Stability and File Handling**: Addressed file handling issues, ensuring reliable database and JSON operations, particularly when saving and retrieving financial data.

Issues Addressed

Resolved Issues
- **No new issues resolved.**

Known Issues
- **No new issues reported.**

We highly recommend updating to version 1.3.3b1 to take advantage of these new features and improvements. We appreciate your feedback and ongoing support as we continue to enhance the `quantsumore` library!

We are excited to announce the release of `quantsumore 1.3.3 Beta 1`, a significant update that introduces new Financial Analysis features, including fundamental and technical analysis capabilities through the `fAnalysis` and `tAnalysis` classes. In addition to these features, this release includes stability improvements. We encourage users to explore the new functionalities and report any feedback or issues.

Overview
-----------------------------------------------------------------------------------------------------------
`quantsumore` is a powerful Python package designed to simplify the retrieval and analysis of financial market data. The library provides specialized API clients for data acquisition across cryptocurrencies, equities, Forex, Treasury instruments, and Consumer Price Index (CPI) metrics. This latest release enhances `quantsumore` with robust financial analysis tools, enabling traders, analysts, and researchers to gain deeper insights into financial statements, ratios, and technical indicators.

We are pleased to release quantsumore 1.2.1 Beta 1, a patch update addressing a critical bug related to the configuration module. This version ensures better stability and file handling, particularly for database and JSON operations. Please test your applications against these changes and report any further issues.

Overview
-----------------------------------------------------------------------------------------------------------
`quantsumore` is a robust Python package tailored for accessing and analyzing diverse financial market data. It offers specialized API clients to retrieve data from various sectors such as cryptocurrencies, equities, Forex, Treasury instruments, and Consumer Price Index (CPI) metrics. With these tools, quantsumore simplifies complex data analysis, making it indispensable for traders, analysts, researchers, and financial enthusiasts.

Bug Fixes
- **Database and JSON File Handling Fix**: Resolved an issue where incorrect file handling in the `to_sqlite` method caused a failure when saving the database file. The file name used in the `to_sqlite` method is now corrected from `crypto.db` to `crypto.json`, ensuring the database operations work as expected.
- **UTF-8 Decoding Error**: Fixed an issue where UTF-8 decoding errors occurred during file loading, ensuring proper handling of JSON and database files.

Known Issues
- No new issues reported.

We recommend all users update to this latest patch to resolve any issues related to configuration and file handling. Thank you for your continued feedback and support in improving quantsumore!