defeatbeta-api

Change Log =========== 0.0.46 ------- 0.0.45 ------- - Support batch operations for multiple tickers via Tickers class [`#154 <https://github.com/defeat-beta/defeatbeta-api/issues/154>`_] - [MCP] Statement tools: expose row hierarchy metadata (indent, is_section) for structured rendering [`#156 <https://github.com/defeat-beta/defeatbeta-api/issues/156>`_] 0.0.44 ------- - fix: Pin duckdb to 1.4.3 to avoid cache_httpfs O_DIRECT tail-block EINVAL regression in 1.4.4 [`#153 <https://github.com/defeat-beta/defeatbeta-api/issues/153>`_] 0.0.43 ------- - DuckDBClient crashes unrecoverably on corrupted cache_httpfs cache files [`#151 <https://github.com/defeat-beta/defeatbeta-api/issues/151>`_] 0.0.42 ------- - Optimize _validate_httpfs_cache(): Add cache refresh verification mechanism [`#150 <https://github.com/defeat-beta/defeatbeta-api/issues/150>`_] - DuckDBClient crashes unrecoverably on corrupted cache_httpfs cache files [`#151 <https://github.com/defeat-beta/defeatbeta-api/issues/151>`_] 0.0.41 ------- - Remove revenue_forecast and earnings_forecast methods [`#149 <https://github.com/defeat-beta/defeatbeta-api/issues/149>`_] 0.0.40 ------- - Remove earnings method and stock_historical_eps references [`#148 <https://github.com/defeat-beta/defeatbeta-api/issues/148>`_] 0.0.39 ------- - Fix: CAGR #NUM! error for negative starting values and implement dynamic weight reallocation [`#145 <https://github.com/defeat-beta/defeatbeta-api/issues/145>`_] - Refactor: Unified temporary directory structure [`#146 <https://github.com/defeat-beta/defeatbeta-api/issues/146>`_] - Implement custom beta calculation with flexible time periods [`#147 <https://github.com/defeat-beta/defeatbeta-api/issues/147>`_] 0.0.38 ------- - [MCP] Support DCF tool [`#144 <https://github.com/defeat-beta/defeatbeta-api/issues/144>`_] 0.0.37 ------- - Support DCF Template in Notebook [`#143 <https://github.com/defeat-beta/defeatbeta-api/issues/143>`_] 0.0.36 ------- - Fix missing openpyxl dependency in version 0.0.35 [`#142 <https://github.com/defeat-beta/defeatbeta-api/issues/142>`_] 0.0.35 ------- - Httpfs cache not revalidated when remote spec.json updates during long-running process[`#139 <https://github.com/defeat-beta/defeatbeta-api/issues/139>`_] - Support Discounted cash flow(DCF) [`#32 <https://github.com/defeat-beta/defeatbeta-api/issues/32>`_] 0.0.34 ------- - Optimize the perf of fetching stock news by symbol[`#138 <https://github.com/defeat-beta/defeatbeta-api/issues/138>`_] 0.0.33 ------- - Switch datasets to defeatbeta/yahoo-finance-data[`#136 <https://github.com/defeat-beta/defeatbeta-api/issues/136>`_] 0.0.32 ------- - Add CompanyMeta for centralized company metadata access[`#134 <https://github.com/defeat-beta/defeatbeta-api/issues/134>`_] 0.0.31 ------- - Support sec filings (10k, 10Q) feed data[`#34 <https://github.com/defeat-beta/defeatbeta-api/issues/34>`_] 0.0.30 ------- - Fix uninformative Transcripts object representation in interactive use[`#125 <https://github.com/defeat-beta/defeatbeta-api/issues/125>`_] - Load financial_currency from HuggingFace remote with DuckDB caching[`#131 <https://github.com/defeat-beta/defeatbeta-api/issues/131>`_] - Improve httpfs cache validation with post-clear verification[`#132 <https://github.com/defeat-beta/defeatbeta-api/issues/132>`_] 0.0.29 ------- - Update stock symbol & currency[`#122 <https://github.com/defeat-beta/defeatbeta-api/issues/122>`_] 0.0.28 ------- - Generate Quarterly Net Income YoY Growth Report[`#103 <https://github.com/defeat-beta/defeatbeta-api/issues/103>`_] - Support Stock Quarterly / Annual EBITDA Growth[`#104 <https://github.com/defeat-beta/defeatbeta-api/issues/104>`_] - Generate Quarterly EBITDA YoY Growth Report[`#105 <https://github.com/defeat-beta/defeatbeta-api/issues/105>`_] - Initialize the MCP server architecture[`#112 <https://github.com/defeat-beta/defeatbeta-api/issues/112>`_] 0.0.27 ------- - Generate Reports in Jupyter Notebook[`#101 <https://github.com/defeat-beta/defeatbeta-api/issues/101>`_] 0.0.26 ------- - Improve the calculation method of industry PE to enhance accuracy[`#92 <https://github.com/defeat-beta/defeatbeta-api/issues/92>`_] - Generate Profile & P/E report[`#93 <https://github.com/defeat-beta/defeatbeta-api/issues/93>`_] - Support Industry Gross Margin[`#95 <https://github.com/defeat-beta/defeatbeta-api/issues/95>`_] - Generate Profitability Report(Gross Margin\Net Margin)[`#94 <https://github.com/defeat-beta/defeatbeta-api/issues/94>`_] - Generate Revenue Growth Report[`#97 <https://github.com/defeat-beta/defeatbeta-api/issues/97>`_] - Generate Quarterly Diluted EPS YoY Growth Report[`#98 <https://github.com/defeat-beta/defeatbeta-api/issues/98>`_] - Support Industry EBITDA Margin[`#99 <https://github.com/defeat-beta/defeatbeta-api/issues/99>`_] - Generate Profitability Report(EBITDA Margin)[`#100 <https://github.com/defeat-beta/defeatbeta-api/issues/100>`_] 0.0.25 ------- - Support Industry P/S Ratio[`#60 <https://github.com/defeat-beta/defeatbeta-api/issues/60>`_] - Support Industry P/B Ratio[`#61 <https://github.com/defeat-beta/defeatbeta-api/issues/61>`_] - Support Industry ROE Ratio[`#62 <https://github.com/defeat-beta/defeatbeta-api/issues/62>`_] - Support Industry ROA Ratio[`#63 <https://github.com/defeat-beta/defeatbeta-api/issues/63>`_] - Support Industry Equity Multiplier[`#66 <https://github.com/defeat-beta/defeatbeta-api/issues/66>`_] - Support Industry Net Income Margin[`#90 <https://github.com/defeat-beta/defeatbeta-api/issues/90>`_] - Support Industry Assert Turnover Ratio[`#65 <https://github.com/defeat-beta/defeatbeta-api/issues/65>`_] 0.0.24 ------- - Refactor ticker.py: Decouple SQL logic from code[`#82 <https://github.com/defeat-beta/defeatbeta-api/issues/82>`_] - Refine the return of LLM[`#83 <https://github.com/defeat-beta/defeatbeta-api/issues/83>`_] - Support Industry PE[`#67 <https://github.com/defeat-beta/defeatbeta-api/issues/67>`_] - IO Error: SSL connection failed error for HTTP HEAD to xxxx[`#87 <https://github.com/defeat-beta/defeatbeta-api/issues/87>`_] - Optimize the perf of Industry PE[`#88 <https://github.com/defeat-beta/defeatbeta-api/issues/88>`_] 0.0.23 ------- - Opt forecast prompt to improve LLMs' response reliability[`#81 <https://github.com/defeat-beta/defeatbeta-api/issues/81>`_] 0.0.22 ------- - Fix missing nltk package[`#80 <https://github.com/defeat-beta/defeatbeta-api/issues/80>`_] 0.0.21 ------- - Improve LLMs' response stability[`#77 <https://github.com/defeat-beta/defeatbeta-api/issues/77>`_] 0.0.20 ------- - Refactor function call tools template[`#73 <https://github.com/defeat-beta/defeatbeta-api/issues/73>`_] - Analyze earnings call transcripts for key metric changes and their drivers[`#74 <https://github.com/defeat-beta/defeatbeta-api/issues/74>`_] - Analyze earnings call transcripts for key metric mentioned as a projection[`#76 <https://github.com/defeat-beta/defeatbeta-api/issues/76>`_] 0.0.19 ------- - Support S&P 500 Historical Annual Returns[`#68 <https://github.com/defeat-beta/defeatbeta-api/issues/68>`_] - Support S&P 500 Year CAGR Returns[`#69 <https://github.com/defeat-beta/defeatbeta-api/issues/69>`_] - Support S&P 500 Year CAGR Returns Rolling[`#70 <https://github.com/defeat-beta/defeatbeta-api/issues/70>`_] - Support Daily Treasury Yield[`#71 <https://github.com/defeat-beta/defeatbeta-api/issues/71>`_] - Support WACC[`#35 <https://github.com/defeat-beta/defeatbeta-api/issues/35>`_] 0.0.18 ------- - Support ROE %[`#8 <https://github.com/defeat-beta/defeatbeta-api/issues/8>`_] - Support ROA %[`#51 <https://github.com/defeat-beta/defeatbeta-api/issues/51>`_] - Support ROIC %[`#9 <https://github.com/defeat-beta/defeatbeta-api/issues/9>`_] - Support Equity Multiplier[`#55 <https://github.com/defeat-beta/defeatbeta-api/issues/55>`_] - Support Asset Turnover[`#57 <https://github.com/defeat-beta/defeatbeta-api/issues/57>`_] 0.0.17 ------- - AI-Powered Earnings Call Transcripts - Optimize summarize_key_financial_data_with_ai func's prompt for improvement in accuracy[`#50 <https://github.com/defeat-beta/defeatbeta-api/issues/50>`_] 0.0.16 ------- - AI-Powered Earnings Call Transcripts - Optimize default llm's temperature[`#49 <https://github.com/defeat-beta/defeatbeta-api/issues/49>`_] 0.0.15 ------- - AI-Powered Earnings Call Transcripts - Optimize summarize_key_financial_data_with_ai func[`#47 <https://github.com/defeat-beta/defeatbeta-api/issues/47>`_] 0.0.14 ------- - Support TTM Revenue and TTM Net Income[`#46 <https://github.com/defeat-beta/defeatbeta-api/issues/46>`_] - AI-Powered Earnings Call Transcripts - Report Summarization[`#45 <https://github.com/defeat-beta/defeatbeta-api/issues/45>`_] 0.0.13 ------- - Support Historical PEG Ratio(PE / Growth)[`#7 <https://github.com/defeat-beta/defeatbeta-api/issues/7>`_] - Fix YoY calculation for discontinuous quarters[`#40 <https://github.com/defeat-beta/defeatbeta-api/issues/40>`_] 0.0.12 ------- - Daily TTM PE Ratio (vs. Quarterly Report Date)[`#37 <https://github.com/defeat-beta/defeatbeta-api/issues/37>`_] - Support Historical Market Cap[`#38 <https://github.com/defeat-beta/defeatbeta-api/issues/38>`_] - Support Historical P/S % (Market Cap / TTM Revenue)[`#10 <https://github.com/defeat-beta/defeatbeta-api/issues/10>`_] - Support Historical P/B % (Mark Cap / Book Value of Equity)[`#11 <https://github.com/defeat-beta/defeatbeta-api/issues/11>`_] 0.0.11 ------- - Support Quarterly/Annual Revenue YoY Growth[`#14 <https://github.com/defeat-beta/defeatbeta-api/issues/14>`_] - Support Quarterly/Annual Operating Income YoY Growth[`#15 <https://github.com/defeat-beta/defeatbeta-api/issues/15>`_] - Support Quarterly/Annual Net Income YoY Growth[`#16 <https://github.com/defeat-beta/defeatbeta-api/issues/16>`_] - Support Quarterly/Annual FCF YoY Growth[`#29 <https://github.com/defeat-beta/defeatbeta-api/issues/29>`_] - Support Quarterly EPS YoY Growth[`#12 <https://github.com/defeat-beta/defeatbeta-api/issues/12>`_] - Support TTM EPS YoY Growth[`#13 <https://github.com/defeat-beta/defeatbeta-api/issues/13>`_] 0.0.10 ------- - Support Annual Gross Margin %[`#27 <https://github.com/defeat-beta/defeatbeta-api/issues/27>`_] - Support Revenue by product[`#28 <https://github.com/defeat-beta/defeatbeta-api/issues/28>`_] - Support Quarterly/Annual Operating Margin %[`#18 <https://github.com/defeat-beta/defeatbeta-api/issues/18>`_] - Support Quarterly/Annual Net Margin %[`#20 <https://github.com/defeat-beta/defeatbeta-api/issues/20>`_] - Support Quarterly/Annual EBITDA Margin %[`#19 <https://github.com/defeat-beta/defeatbeta-api/issues/19>`_] - Support Quarterly/Annual FCF Margin %[`#21 <https://github.com/defeat-beta/defeatbeta-api/issues/21>`_] 0.0.9 ------- - Support Revenue by segment[`#26 <https://github.com/defeat-beta/defeatbeta-api/issues/26>`_] 0.0.8 ------- - Support Yahoo News Data for Stock[`#24 <https://github.com/defeat-beta/defeatbeta-api/issues/24>`_] 0.0.7 ------- - Support Quarterly Gross Margin %[`#17 <https://github.com/defeat-beta/defeatbeta-api/issues/17>`_] - Refactor the display templates of income statement, balance sheet, and cash flow statement to accommodate presentation formats for different industries (general industries, banking, insurance).[`#22 <https://github.com/defeat-beta/defeatbeta-api/issues/22>`_, `#23 <https://github.com/defeat-beta/defeatbeta-api/issues/23>`_] - Support Earnings Call Transcripts Data[`#25 <https://github.com/defeat-beta/defeatbeta-api/issues/25>`_] 0.0.6 ------- - Support Multi-Thread Mode 0.0.5 ------- - Support Historical TTM PE - Fix Bugs 0.0.4 ------- - Initial release (alpha)