An all-in-one financial analytics and smart portfolio creator as a Discord bot!

Overview

Logo

Finn

Devpost Link

» Invite Finn to your Discord server!

An all-in-one financial analytics bot to help you gain quantitative financial insights. Finn is a Discord Bot that lets you explore the stock market like you've never before!
Explore the docs »

View Demo · Report Bug · Request Feature

Table of Contents

  1. About The Project
  2. Getting Started
  3. Usage
  4. Roadmap
  5. Contributing
  6. License
  7. Contact
  8. Acknowledgements

Disclaimer

FINN IS A PROJECT DESIGNED TO HELP USERS EXPLORE THE WORLD OF COMPUTATIONAL FINANCE. IN NO WAY ARE THE RESULTS PRODUCED BY FINN DESIGNED TO BE INTERPRETED AND/OR USED AS FINANCIAL ADVICE. THERE ARE RISKS ASSOCIATED WITH INVESTING IN SECURITIES AND INVOLVE THE RISK OF FINANCIAL LOSS. A SECURITY'S PAST PERFORMANCE IS NOT A GUARANTEE OR PREDICTOR OF FUTURE INVESTMENT PERFORMANCE. USE OF THE CODE IN THIS ASSIGNMENT IS LICENSED BY THE MIT LICENSE. SEE [LICENSE](https://github.com/Finn-Discord-Bot/finn/blob/main/LICENSE) FOR MORE.

About The Project

Banner

A one-of-a-kind FINNancial analytics Discord bot!

Finn is a bot that seeks to provide a multitude of features to improve financial literacy and smoothen the learning curve that beginners may face coming into finance. By accessing Yahoo Finance’s python library, Finn can provide a wide range of key statistics that new or experienced investors may need when assessing whether to invest in a company. Finn can also help you plan and build a portfolio based on what you need! If you input a list of stock tickers, Finn will algorithmically produce a weighted portfolio of a specified type for your use.

Built With

Getting Started

To get a local copy up and running follow these simple steps.

Prerequisites

This is an example of how to list things you need to use the software and how to install them.

Prerequisites

  • Python 3.8.x, pip3
  1. Update before installing new packages

    sudo apt-get update
  2. Check Python version

    python3 --version
  3. If Python version < 3.8

    sudo apt install python3.8
  4. Validate

    python3.8 --version
  5. Install pip3

    sudo apt-get -y install python3-pip
  6. Validate

    pip3 --version

Installation

  1. Clone the repo
    git clone https://github.com/Finn-Discord-Bot/finn.git
  2. cd into repo directory
    cd finn
  3. Install Prerequisite Libraries
    pip3 install -r requirements.txt
  4. Create a Discord Bot on the Discord Developer Portal
  5. Configure DataStaxAstra Cassandra Database
    • Initialize CQL Database with keyspace portfolios
    • Click on Connect in the initialized database. Download and add secure-connect-database-name.zip to main directory.
  6. Add tokens to config.json
  7. Start bot
    python3 main.py

Usage

/help Provides a list of all possible commands

There are three groups of commands

Stock Commands

  • /companyinfo takes in a single ticker and displays the Company Location, Company Industry, and Market Capitalization of the specified ticker.
  • /stockinfo takes in a single ticker and displays various financial statistics about the specified ticker
  • /stockhistory takes in a single ticker, a start date, and an end date. It displays the tickers historical values over the specified date range.

Finance Commands

  • /lasttradingday displays the last date where trading has occured.
  • /options takes in a single ticker, a range, and the option type (call or put). The range indicates how close the user will like the options to be to the current stock price. The option type indicates if the user wants to see calls or puts.

Portfolio Commands

  • /createportfolio takes in a portfolio type, a list of tickers, and the starting capital. There are various types of portfolios. Equally Weighted produces a portfolio of equal weight amongst the tickers. Price Weighted weighs the tickers by the share price. Market-Capitalization Weighted weighs the tickers based off of the market capitalization of each ticker. Risky Smart Weighted weighs the tickers by considering the underlying risk of the ticker, compared to the greatest possible return. This portfolio is expected to have the greatest value movements, which may be in either direction. Safe Smart Weighted weighs the tickers by considering the overall risk of each ticker. It gives precedence to the tickers whos risk is lowest. This portfoli is expected to have the least value movements. The starting capital is the amount of cash the user wants to create the portfolio with. Every user can create their own portfolio, and will be stored seperately
  • /displayportfolio displays the current users portfolio.
  • /addstock takes in a ticker and the quantity of shares. It adds the specified shares to the users portfolio.
  • /removestock takes in a ticker and removes it from the users portfolio.
  • /cleartable clears the users current portfolio.

For more examples, please refer to the Demo

Roadmap

  • Web interface to access your portfolio and other features.
  • Allow multiple portfolios.
  • Enable the ability to purchase the same stock twice in a portfolio.

Contributing

Contributions are what make the open source community such an amazing place to be learn, inspire, and create. Any contributions you make are greatly appreciated.

  1. Fork the Project
  2. Create your Feature Branch (git checkout -b feature/AmazingFeature)
  3. Commit your Changes (git commit -m 'Add some AmazingFeature')
  4. Push to the Branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

License

Distributed under the MIT License. See LICENSE for more information.

Contact

Timothy Zheng - Linkedin - [email protected]

Ethan Misa - Linkedin - [email protected]

Karen Huang - Linkedin - [email protected]

Daniel Jiang - Linkedin - [email protected]

Vanessa Liu - Linkedin - [email protected]

Daniel Kim - Linkedin - [email protected]

Yuqian Lin - Linkedin - [email protected]

Victoria Zhao - Linkedin - [email protected]

Jacky Xu - Linkedin - [email protected]

Devpost Link: https://devpost.com/software/finn-u7hden

Comments
  • Bump yfinance from 0.1.77 to 0.2.1

    Bump yfinance from 0.1.77 to 0.2.1

    Bumps yfinance from 0.1.77 to 0.2.1.

    Release notes

    Sourced from yfinance's releases.

    0.2.1

    This is a major new release with some new features. The important summary is:

    • optimised scraping (thanks @​fredrik-corneliusson)
    • financials tables match website (thanks @​git-shogg
    • price data improvements: fix NaN rows, new repair feature, metadata available (see README)

    For full list of changes see the pre-release notes:

    @​ranaroussi Just FYI

    0.2.0rc5

    • Improve financials error handling #1243
    • Fix '100x price' repair #1244

    0.2.0rc4

    Major changes:

    • Access to old financials tables via get_income_stmt(legacy=True)
    • Optimise scraping financials & fundamentals, 2x faster
    • Add 'capital gains' alongside dividends & splits for ETFs, and metadata available via history_metadata, plus a bunch of price fixes

    For full list of changes see #1238

    0.2.0rc2

    Financials

    • fix financials tables to match website #1128 #1157
    • lru_cache to optimise web requests #1147

    Prices

    • improve price repair #1148
    • fix merging dividends/splits with day/week/monthly prices #1161
    • fix the Yahoo DST fixes #1143
    • improve bad/delisted ticker handling #1140

    Misc

    • fix 'trailingPegRatio' #1138
    • improve error handling #1118

    0.2.0rc1

    Jumping to 0.2 for this big update #1117. 0.1.* will continue to receive bug-fixes

    ... (truncated)

    Changelog

    Sourced from yfinance's changelog.

    0.2.1

    Release!

    0.2.0rc5

    • Improve financials error handling #1243
    • Fix '100x price' repair #1244

    0.2.0rc4

    • Access to old financials tables via get_income_stmt(legacy=True)
    • Optimise scraping financials & fundamentals, 2x faster
    • Add 'capital gains' alongside dividends & splits for ETFs, and metadata available via history_metadata, plus a bunch of price fixes For full list of changes see #1238

    0.2.0rc2

    Financials

    • fix financials tables to match website #1128 #1157
    • lru_cache to optimise web requests #1147 Prices
    • improve price repair #1148
    • fix merging dividends/splits with day/week/monthly prices #1161
    • fix the Yahoo DST fixes #1143
    • improve bad/delisted ticker handling #1140 Misc
    • fix 'trailingPegRatio' #1138
    • improve error handling #1118

    0.2.0rc1

    Jumping to 0.2 for this big update. 0.1.* will continue to receive bug-fixes

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    ... (truncated)

    Commits
    • 9dbfad4 Bump version to 0.2.1
    • 5e54b92 Fix _reconstruct_intervals_batch() calibration bug
    • cffdbd4 Merge pull request #1253 from Rogach/pr/decode-stores
    • f398f46 Switch 'pycryptodome' -> 'cryptography'
    • 097c76a Add 'pycryptodome' requirement
    • a9da16e Fix get_json_data_stores() behaviour
    • 8e5f098 decode encrypted root.App.main.context.dispatcher.stores
    • 38b738e Bump version to 0.2.0rc5
    • 55772d3 Merge pull request #1245 from ranaroussi/dev
    • 382285c Remove hardcoded paths
    • Additional commits viewable in compare view

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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.93

    Bump yfinance from 0.1.77 to 0.1.93

    Bumps yfinance from 0.1.77 to 0.1.93.

    Release notes

    Sourced from yfinance's releases.

    0.1.93

    Fix Ticker.shares

    0.1.92

    Decrypt the new Yahoo encryption #1255. Credits to @​Rogach for the hard crypto work, and to @​fredrik-corneliusson for porting to cryptography.

    0.1.90

    • Restore lxml requirement, increase minimum version #1237

    0.1.89

    • Remove unused incompatible dependency #1222
    • Fix minimum Pandas version #1230

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    Fix info['log_url'] #1062 Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.93

    • Fix Ticker.shares

    0.1.92

    • Decrypt new Yahoo encryption #1255

    0.1.90

    • Restore lxml req, increase min ver #1237

    0.1.89

    • Remove unused incompatible dependency #1222
    • Fix minimum Pandas version #1230

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    • Fix info['log_url'] #1062
    • Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    ... (truncated)

    Commits

    Dependabot compatibility score

    Dependabot will resolve any conflicts with this PR as long as you don't alter it yourself. You can also trigger a rebase manually by commenting @dependabot rebase.


    Dependabot commands and options

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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.90

    Bump yfinance from 0.1.77 to 0.1.90

    Bumps yfinance from 0.1.77 to 0.1.90.

    Release notes

    Sourced from yfinance's releases.

    0.1.90

    • Restore lxml requirement, increase minimum version #1237

    0.1.89

    • Remove unused incompatible dependency #1222
    • Fix minimum Pandas version #1230

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    Fix info['log_url'] #1062 Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.90

    • Restore lxml req, increase min ver #1237

    0.1.89

    • Remove unused incompatible dependency #1222
    • Fix minimum Pandas version #1230

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    • Fix info['log_url'] #1062
    • Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • 3537ec3 Bump version to 0.1.90
    • 6a306b0 Merge pull request #1237 from ranaroussi/r0.1/fix/lxml
    • 6e3282b Restore lxml dep, set min ver = 4.9.1
    • 829683c Bump version to 0.1.89
    • 3011cb3 Bump version to 0.1.88
    • 366cfc0 Merge pull request #1231 from ranaroussi/r0.1/fix/reqs
    • cbd4b92 Bump pandas to 1.3.0 ; Remove unused lxml
    • 56759e3 Bump version to 0.1.87
    • c193428 Merge pull request #1163 from ranaroussi/patch/threads-print-deadlock
    • a625d9e Merge pull request #1176 from ranaroussi/patch/dst-nonexistent
    • Additional commits viewable in compare view

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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.89

    Bump yfinance from 0.1.77 to 0.1.89

    Bumps yfinance from 0.1.77 to 0.1.89.

    Release notes

    Sourced from yfinance's releases.

    0.1.89

    • Remove unused incompatible dependency #1222
    • Fix minimum Pandas version #1230

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    Fix info['log_url'] #1062 Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.89

    • Remove unused incompatible dependency #1222
    • Fix minimum Pandas version #1230

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    • Fix info['log_url'] #1062
    • Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • 829683c Bump version to 0.1.89
    • 3011cb3 Bump version to 0.1.88
    • 366cfc0 Merge pull request #1231 from ranaroussi/r0.1/fix/reqs
    • cbd4b92 Bump pandas to 1.3.0 ; Remove unused lxml
    • 56759e3 Bump version to 0.1.87
    • c193428 Merge pull request #1163 from ranaroussi/patch/threads-print-deadlock
    • a625d9e Merge pull request #1176 from ranaroussi/patch/dst-nonexistent
    • 36e80a7 Fix localizing midnight when non-existent (DST)
    • cdae1cf Bump version to 0.1.86
    • bca5693 Merge pull request #1170 from ranaroussi/patch/default-start
    • Additional commits viewable in compare view

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    Dependabot will resolve any conflicts with this PR as long as you don't alter it yourself. You can also trigger a rebase manually by commenting @dependabot rebase.


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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.87

    Bump yfinance from 0.1.77 to 0.1.87

    Bumps yfinance from 0.1.77 to 0.1.87.

    Release notes

    Sourced from yfinance's releases.

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    Fix info['log_url'] #1062 Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.87

    • Fix localizing midnight when non-existent (DST) #1176
    • Fix thread deadlock in bpython #1163

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    • Fix info['log_url'] #1062
    • Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • 56759e3 Bump version to 0.1.87
    • c193428 Merge pull request #1163 from ranaroussi/patch/threads-print-deadlock
    • a625d9e Merge pull request #1176 from ranaroussi/patch/dst-nonexistent
    • 36e80a7 Fix localizing midnight when non-existent (DST)
    • cdae1cf Bump version to 0.1.86
    • bca5693 Merge pull request #1170 from ranaroussi/patch/default-start
    • d11cd85 Backport #1169 (default start)
    • 2d32a6e Merge pull request #1162 from ranaroussi/patch/tz-csv-error
    • bad6456 Fix disable prints inside threads (bpython deadlock)
    • 1687ae6 Fix corrupt tkr-tz-csv halting code
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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.86

    Bump yfinance from 0.1.77 to 0.1.86

    Bumps yfinance from 0.1.77 to 0.1.86.

    Release notes

    Sourced from yfinance's releases.

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    Fix info['log_url'] #1062 Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.86

    • Fix 'trailingPegRatio' #1141
    • Improve handling delisted tickers #1142
    • Fix corrupt tkr-tz-csv halting code #1162
    • Change default start to 1900-01-01 #1170

    0.1.85

    • Fix info['log_url'] #1062
    • Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • cdae1cf Bump version to 0.1.86
    • bca5693 Merge pull request #1170 from ranaroussi/patch/default-start
    • d11cd85 Backport #1169 (default start)
    • 2d32a6e Merge pull request #1162 from ranaroussi/patch/tz-csv-error
    • 1687ae6 Fix corrupt tkr-tz-csv halting code
    • ddc3434 Merge pull request #1142 from ranaroussi/patch-0.1/delisted-tkr-errors
    • 1d74cfe Merge pull request #1141 from ranaroussi/patch-0.1/trailing-peg-ratio
    • 1589d07 Move get 'trailingPegRatio' into _get_info(), simplify & optimise
    • d261237 Improve handling delisted tickers
    • 66af308 Bump version to 0.1.85
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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.85

    Bump yfinance from 0.1.77 to 0.1.85

    Bumps yfinance from 0.1.77 to 0.1.85.

    Release notes

    Sourced from yfinance's releases.

    0.1.85

    Fix info['log_url'] #1062 Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.85

    • Fix info['log_url'] #1062
    • Fix handling delisted ticker #1137

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • 66af308 Bump version to 0.1.85
    • 9d396b9 Merge pull request #1135 from ranaroussi/patch/unknown-ticker-timezone
    • 23b6ad1 Backport ticker tz verification for nice error
    • 22131e9 Merge pull request #1124 from Jossan84/main
    • e99e61f Bump version to 0.1.84
    • a3fe95e Make tz-cache thread-safe
    • 000cb70 Bump version to 0.1.83
    • c8d9d06 Expose _fetch_ticker_tz() arguments
    • a5e07a0 Bump version to 0.1.82
    • a0a12bc Backport _fetch_ticker_tz()
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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.84

    Bump yfinance from 0.1.77 to 0.1.84

    Bumps yfinance from 0.1.77 to 0.1.84.

    Release notes

    Sourced from yfinance's releases.

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    Reduce spam-effect of tz-fetch

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.84

    • Make tz-cache thread-safe

    0.1.83

    • Reduce spam-effect of tz-fetch

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits

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    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.81

    Bump yfinance from 0.1.77 to 0.1.81

    Bumps yfinance from 0.1.77 to 0.1.81.

    Release notes

    Sourced from yfinance's releases.

    0.1.81

    Fix unhandled tz-cache exception #1107

    0.1.80

    Fixes:

    • download(ignore_tz=True) for single ticker #1097
    • rare case of error "Cannot infer DST time" #1100

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.81

    • Fix unhandled tz-cache exception #1107

    0.1.80

    • Fix download(ignore_tz=True) for single ticker #1097
    • Fix rare case of error "Cannot infer DST time" #1100

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • 34dfe94 Bump version to 0.1.81
    • 9619839 Merge pull request #1108 from ranaroussi/hotfix/cache-on-read-only-system
    • 90e00a7 Fix missing 'return'
    • f525ee2 Add README section on tz-cache ; Add set_tz_cache_location()
    • ef12c8b Catch read-only exceptions during cache write
    • 42e6d08 Bump version to 0.1.80
    • de1c3c0 Merge pull request #1103 from ranaroussi/hotfix/download-timezones-patch
    • c6c0fa3 Fix download(ignore_tz=True) for single ticker
    • 75c823a Merge pull request #1101 from ranaroussi/hotfix/tz-dst-ambiguous
    • f1ad8f0 Fix tz-localize when DST-ambiguous
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    opened by dependabot[bot] 1
  • Bump pandas from 1.5.0 to 1.5.1

    Bump pandas from 1.5.0 to 1.5.1

    Bumps pandas from 1.5.0 to 1.5.1.

    Release notes

    Sourced from pandas's releases.

    Pandas 1.5.1

    This is a patch release in the 1.5.x series and includes some regression and bug fixes. We recommend that all users upgrade to this version.

    See the full whatsnew for a list of all the changes.

    The release will be available on the defaults and conda-forge channels:

    conda install pandas
    

    Or via PyPI:

    python3 -m pip install --upgrade pandas
    

    Please report any issues with the release on the pandas issue tracker.

    Thanks to all the contributors who made this release possible.

    Commits
    • 91111fd RLS: 1.5.1
    • 7286385 Backport PR #49162 on branch 1.5.x (PERF: Fix performance regression for isin...
    • 8429c50 Backport PR #49140 on branch 1.5.x (Revert "PERF: faster corrwith method for ...
    • 5b036c1 Backport PR #49137 on branch 1.5.x (WEB/DOC: Fix typo in OVH name) (#49138)
    • ea971ac Backport PR #48770 on branch 1.5.x (added sytle in stylesheet for <blockquote...
    • 27717a2 Backport PR #49080 on branch 1.5.x (REGR: midx.values resetting freq of under...
    • c58f205 Backport PR #48457 on branch 1.5.x (TST: Fix unsigned pyarrow types in SIGNED...
    • 072402b Backport PR #49053 on branch 1.5.x (REVERT caching in find_stack_level) (#49079)
    • f9eebaf Backport PR #49072 on branch 1.5.x (BUG: redirect from meeting to community w...
    • b8d2f46 Backport PR #49070 on branch 1.5.x (CI: Fix DeprecationWarning of numpy dev) ...
    • Additional commits viewable in compare view

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    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.1.79

    Bump yfinance from 0.1.77 to 0.1.79

    Bumps yfinance from 0.1.77 to 0.1.79.

    Release notes

    Sourced from yfinance's releases.

    0.1.79

    Fix when Yahoo returns price=NaNs on dividend day. Dividends were being lost. E.g. ticker "BHP.AX" on 1998-10-30.

    0.1.78

    Fix download() when different timezones #1085

    Changelog

    Sourced from yfinance's changelog.

    0.1.79

    • Fix when Yahoo returns price=NaNs on dividend day

    0.1.78

    • Fix download() when different timezones #1085
    Commits
    • b27cc0c Update to 0.1.79
    • 1d7f813 Fix when Yahoo returns price=NaNs on dividend day
    • 01ef1bb Update to 0.1.78
    • 1db6be7 Merge pull request #1093 from ranaroussi/fix/download-timezones
    • 7902ec8 Fix empty-df detection and date ordering
    • ff42a3a Add 'ignore_tz' arg to download()
    • See full diff in compare view

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    finn dependencies 
    opened by dependabot[bot] 1
  • Bump yfinance from 0.1.77 to 0.2.3

    Bump yfinance from 0.1.77 to 0.2.3

    Bumps yfinance from 0.1.77 to 0.2.3.

    Release notes

    Sourced from yfinance's releases.

    0.2.3

    • Make financials API '_' use consistent (e.g. support both balance_sheet and balancesheet)

    0.2.2

    • Restore financials attribute (map to income_stmt)

    0.2.1

    This is a major new release with some new features. The important summary is:

    • optimised scraping (thanks @​fredrik-corneliusson)
    • financials tables match website (thanks @​git-shogg
    • price data improvements: fix NaN rows, new repair feature, metadata available (see README)

    For full list of changes see the pre-release notes:

    @​ranaroussi Just FYI

    0.2.0rc5

    • Improve financials error handling #1243
    • Fix '100x price' repair #1244

    0.2.0rc4

    Major changes:

    • Access to old financials tables via get_income_stmt(legacy=True)
    • Optimise scraping financials & fundamentals, 2x faster
    • Add 'capital gains' alongside dividends & splits for ETFs, and metadata available via history_metadata, plus a bunch of price fixes

    For full list of changes see #1238

    0.2.0rc2

    Financials

    • fix financials tables to match website #1128 #1157
    • lru_cache to optimise web requests #1147

    Prices

    • improve price repair #1148
    • fix merging dividends/splits with day/week/monthly prices #1161
    • fix the Yahoo DST fixes #1143
    • improve bad/delisted ticker handling #1140

    Misc

    • fix 'trailingPegRatio' #1138
    • improve error handling #1118

    0.2.0rc1

    Jumping to 0.2 for this big update #1117. 0.1.* will continue to receive bug-fixes

    ... (truncated)

    Changelog

    Sourced from yfinance's changelog.

    0.2.3

    • Make financials API '_' use consistent

    0.2.2

    • Restore 'financials' attribute (map to 'income_stmt')

    0.2.1

    Release!

    0.2.0rc5

    • Improve financials error handling #1243
    • Fix '100x price' repair #1244

    0.2.0rc4

    • Access to old financials tables via get_income_stmt(legacy=True)
    • Optimise scraping financials & fundamentals, 2x faster
    • Add 'capital gains' alongside dividends & splits for ETFs, and metadata available via history_metadata, plus a bunch of price fixes For full list of changes see #1238

    0.2.0rc2

    Financials

    • fix financials tables to match website #1128 #1157
    • lru_cache to optimise web requests #1147 Prices
    • improve price repair #1148
    • fix merging dividends/splits with day/week/monthly prices #1161
    • fix the Yahoo DST fixes #1143
    • improve bad/delisted ticker handling #1140 Misc
    • fix 'trailingPegRatio' #1138
    • improve error handling #1118

    0.2.0rc1

    Jumping to 0.2 for this big update. 0.1.* will continue to receive bug-fixes

    0.1.81

    ... (truncated)

    Commits
    • eacfbc4 Bump version to 0.2.3
    • 8deddd7 Make financials API '_' use consistent
    • beb494b README: add small section on version 0.2
    • e2948a8 Bump version to 0.2.2
    • ff3d3f2 Restore 'financials' attribute (map to 'income_stmt')
    • 85783da README: update 'repair' doc
    • 9dbfad4 Bump version to 0.2.1
    • 5e54b92 Fix _reconstruct_intervals_batch() calibration bug
    • cffdbd4 Merge pull request #1253 from Rogach/pr/decode-stores
    • f398f46 Switch 'pycryptodome' -> 'cryptography'
    • Additional commits viewable in compare view

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    finn dependencies 
    opened by dependabot[bot] 0
  • Bump pandas from 1.5.0 to 1.5.2

    Bump pandas from 1.5.0 to 1.5.2

    Bumps pandas from 1.5.0 to 1.5.2.

    Release notes

    Sourced from pandas's releases.

    Pandas 1.5.2

    This is a patch release in the 1.5.x series and includes some regression and bug fixes. We recommend that all users upgrade to this version.

    See the full whatsnew for a list of all the changes.

    The release will be available on the defaults and conda-forge channels:

    conda install pandas
    

    Or via PyPI:

    python3 -m pip install --upgrade pandas
    

    Please report any issues with the release on the pandas issue tracker.

    Thanks to all the contributors who made this release possible.

    Pandas 1.5.1

    This is a patch release in the 1.5.x series and includes some regression and bug fixes. We recommend that all users upgrade to this version.

    See the full whatsnew for a list of all the changes.

    The release will be available on the defaults and conda-forge channels:

    conda install pandas
    

    Or via PyPI:

    python3 -m pip install --upgrade pandas
    

    Please report any issues with the release on the pandas issue tracker.

    Thanks to all the contributors who made this release possible.

    Commits
    • 8dab54d RLS: 1.5.2
    • d78c5e6 Backport PR #49806 on branch 1.5.x (DOC: Update what's new notes for 1.5.2 re...
    • 98c6139 Backport PR #49579 on Branch 1.5.x (BUG: Behaviour change in 1.5.0 when using...
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    • 8c4b559 Backport PR #49776 on branch 1.5.x (REGR: arithmetic ops recursion error with...
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    • 6f8e174 Backport PR #49720 on branch 1.5.x (Suppress spurious warning) (#49726)
    • 63a91d0 Backport PR #49676 on branch 1.5.x (REGR: Remove groupby's getattribute f...
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  • Bump discord from 1.7.3 to 2.1.0

    Bump discord from 1.7.3 to 2.1.0

    Bumps discord from 1.7.3 to 2.1.0.

    Commits
    • 24b61a7 Version bump to v2.1.0
    • 6c4b6dc Update changelog
    • 55f272f Document UserFlags.active_developer
    • dad6666 Add ApplicationFlags.active
    • 3d39f70 Add active developer flag
    • cd6fd13 Add AutoModTrigger.repr
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    • 5009c83 Implement New Select Types
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  • Bump discord-py from 1.7.3 to 2.1.0

    Bump discord-py from 1.7.3 to 2.1.0

    Bumps discord-py from 1.7.3 to 2.1.0.

    Commits
    • 24b61a7 Version bump to v2.1.0
    • 6c4b6dc Update changelog
    • 55f272f Document UserFlags.active_developer
    • dad6666 Add ApplicationFlags.active
    • 3d39f70 Add active developer flag
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  • Bump matplotlib from 3.6.1 to 3.6.2

    Bump matplotlib from 3.6.1 to 3.6.2

    Bumps matplotlib from 3.6.1 to 3.6.2.

    Release notes

    Sourced from matplotlib's releases.

    REL: v3.6.2

    This is the second bugfix release of the 3.6.x series.

    This release contains several bug-fixes and adjustments:

    • Avoid mutating dictionaries passed to subplots
    • Fix bbox_inches='tight' on a figure with constrained layout enabled
    • Fix auto-scaling of ax.hist density with histtype='step'
    • Fix compatibility with PySide6 6.4
    • Fix evaluating colormaps on non-NumPy arrays
    • Fix key reporting in pick events
    • Fix thread check on PyPy 3.8
    • Handle input to ax.bar that is all NaN
    • Make rubber band more visible on Tk and Wx backends
    • Restore (and warn on) seaborn styles in style.library
    • Restore get_renderer function in deprecated tight_layout
    • nb/webagg: Fix resize handle on WebKit browsers (e.g., Safari)
    Commits
    • dc0328f REL: v3.6.2
    • d05801e Merge branch 'v3.6.1-doc' into v3.6.x
    • 7a9b9b6 DOC: Update GitHub stats for 3.6.2
    • 4334ef8 Merge pull request #24341 from meeseeksmachine/auto-backport-of-pr-24301-on-v...
    • 8334597 Backport PR #24301: Restore get_renderer function in deprecated tight_layout
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    • 290eec7 Backport PR #24238: Update example and docstring to encourage the use of func...
    • f408034 Backport PR #24335: Fix missing word in ImageMagickWriter docstring.
    • 831f145 Merge pull request #24330 from meeseeksmachine/auto-backport-of-pr-24282-on-v...
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Releases(1.0.0)
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