Investment Research for Everyone, Everywhere.
🌟 What's New in This Release
Explore the enhanced documentation layout and style for a smoother user experience of the OpenBB Platform. Tighten security with upgraded dependencies and refined error handling. Upgrade now for a safer and more streamlined experience! 🚀
Release 4.2.1 introduces new features and improvements in the system. The first addition is the "Compare Company Facts" feature, allowing users to compare line items in financial statements across different companies. The new "Forward EBITDA" route has been added to the equity estimates route. This release also sees the removal of the deprecated etf.holdings_performance endpoint. The Exception handlers have been improved to ensure more consistent error returns by the API. Lastly, the balance of payments for FRED has been added to expand the macroeconomics data collection. These changes are tested thoroughly for various conditions and parameters to ensure effective performance.
etf.holdings_performance endpoint @hjoaquim (#6441)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.
dev_install.py updates @montezdesousa (#6424)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.
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🌟 What's New in This Release
🚀 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 and preserved in the git history for any nostalgic devs.
📜 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 and our detailed licensing FAQ.
🔒 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.
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.
reference.json @hjoaquim (#6409)--sheet-name argument @hjoaquim (#6401)OBBject Registry @hjoaquim (#6364).cli.his @IgorWounds (#6361)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.
paper_bgcolor transparent in PyWry backend @deeleeramone (#6385)Literal[None,...] @hjoaquim (#6371)econometrics and quantitative @hjoaquim (#6353)summarize_changelog.py file @luqmanbello (#6338)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.
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This will be the final release of the OpenBB Terminal.
You can read about this decision and what comes next here.
This version has fixed some of the previous bugs that were related to dependencies and has removed a chunk of deprecated dependencies.
@AdiSai, @AdwaitSalankar, @FarukhS52, @abhishek-amar, @bimbolimbo, @fadilparves, @joshuabuildsthings, @maxxsh, @polooner, @professssor, @ramazanguvenc and @ssahaxd
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/
fwdp/e in Stock Screener (#5675) @deeleeramonestocks/search (#5565) @AdwaitSalankarWe are proud of our community contributors and staunch supporters of open-source ecosystems.
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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.
@Light-JH, @MarkBenjamin and @ferreiratiago
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@Define101 and @kulbinderdio
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.
settings/userdata command, and upgrade ruff (#5359) @colin99dprint_rich_table() for SDK. (#5329) @deeleeramoneWe are proud of our community contributors and staunch supporters of open-source ecosystems.
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We are super excited to launch community routines in the terminal!
This is accompanied by our usual bug fix and general enhancements.
/stocks/fa/pt show all price targets on hover (#5305) @tehcodereroptions/hist to display date column when raw is True (#5304) @deeleeramone--india flag to stocks/load (#5281) @the-praxseconomy/overview rates displaying as dates (#5269) @tehcodererWe are proud of our community contributors and staunch supporters of open-source ecosystems.
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@harshvardhansharma
hold on to plot on same axis (#5173) @jmaslekeconomy/rtps and stocks/ta/rsp (#5181) @jmaslekdownload_plotly_js to run in thread (#5203) @tehcoderereconomy/index List (#5185) @deeleeramoneWe are proud of our community contributors and staunch supporters of open-source ecosystems.
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@AdiSai, @LOne2three, @Sai-132, @bimbolimbo, @jj701 and @skhan59bbk
get_stats('strike') (#5160) @deeleeramoneaskobb v0.3 (#5150) @martinb-bbaskobb (#5148) @martinb-bbtrace.marker.color isn't an array (#5144) @tehcodererpd.to_numeric (#5124) @tehcodereryaxisFixedRange (#5106) @tehcodererstocks/fa/income --plot output match everything else. (#5101) @deeleeramoneeconometrics menu (#5018) @northern-64bit/keys status does not update after logging in (#5055) @montezdesousaprimaryUsage to Posthog logs (#5037) @hjoaquimWe are proud of our community contributors and staunch supporters of open-source ecosystems.
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@Disorrder, @LOne2three, @marban, @skhan59bbk and @the-praxs
MacOS) (#5019) @tehcodererreset command error force closing terminal (#5017) @tehcodererfmp_view (#4983) @deeleeramonepytrends dependency in config files and remove temp workaround (#4989) @the-praxsdate format for crypto.dd.twitter and crypto.dd.events in SDK (#4990) @the-praxssearch command issues (#4845) @the-praxseconomy\performance and economy\valuation (#4968) @the-praxs--help arg not working for some commands in keys menu (#4956) @the-praxs--ticker. (#4953) @deeleeramonestocks/quote to allow for multiple tickers (#4928) @deeleeramone--std argument in bbands command (#4866) @northern-64bitstocks/fa/est command (#4940) @the-praxsWe are proud of our community contributors and staunch supporters of open-source ecosystems.
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