4.3.2

Thank you and welcome to our new contributors 🔥

@mmistroni and @nnsW3

Summary 🎉

This release provides bug fixes, example notebook updates, security updates, additional screener presets, as well as new public data provider extensions for the Commodity Futures Trading Commission (CFTC), and The Bureau of Labor Statistics (BLS).

What's changed 🚀

🚨 OpenBB Platform Breaking Changes

• [Feature] Flatten Revenue By Geography and Business Line @deeleeramone (#6624)
  • In, obb.equity.fundamental.revenue_per_geography and revenue_per_segment:
    • The breakdown of revenue is now a flat response instead of a nested dictionary, formatted more favorably for Excel, SQL, and pivot tables.

🦋 OpenBB Platform Enhancements

• [Feature] Add CFTC Provider and Replace Nasdaq Datalink For COT Reports @deeleeramone (#6643)

  • The openbb-cftc extension provides public access to the complete, and current, Commitments of Traders Reports
  • Endpoints:
    • obb.regulators.cftc.cot
    • obb.regulators.cftc.cot_search
  • Optionally, register for a CFTC app token by creating an account here then generating a token here

• [Feature] Add BLS Provider Extension With Endpoints For Search and Time Series @deeleeramone (#6630)

  • The openbb-bls extension provides public access to the BLS V2 series API with multi-series output and metadata.
  • Requires simple email registration and each key is limited to 500 calls per day, where calls are bucketed into groups of 50 symbols in 20 year historical windows. Register here
  • The extension comes with an assets folder containing series IDS and applied metadata maps representing millions of unique time series.
  • Endpoints:
    • obb.economy.survey.bls_search - no registration or key is required for this endpoint.
    • obb.economy.survey.bls_series - built-in chart when chart=True and openbb-charting is installed.

• [Feature] Add Top Export Destinations By Country From UN Comtrade International Trade Statistics Database (EconDB) @deeleeramone (#6644)

  • Extends the openbb-econdb provider with a new function.
  • New endpoint:
    • obb.economy.export_destinations

• [Feature] adding extra presets @mmistroni (#6623)

  • Adds to the library of openbb-finviz screener presets.
  • The new presets will populate in: ~/OpenBBUserData/presets/finviz
  • Added to obb.equity.screener(preset=%s, provider="finviz"):
    • canslim
    • fastgrowths
    • newhigh
  • All presets can be modified by the user in any text editor, with changes applied to the next function call.

🐛 OpenBB Platform Bug Fixes

• [BugFix] VIX Curve - fixes reset_index erasing the name of the field. @deeleeramone (#6619)

  • Fixes the error when using: obb.derivatives.futures.curve("VX", provider="cboe")
  • [BugFix] Fix Pandas FutureWarning In derivatives.futures.curve Chart @deeleeramone (#6626)

• [Release] Patch: openbb-yfinance-1.3.2 @deeleeramone (#6647)

  • [BugFix] Fix Date In Output Of yfinance.download For Google Colab @deeleeramone (#6645)

• [BugFix] Add trust_env to AIOHTTP ClientSession Initialization to Read .env for Proxy Mapping @deeleeramone (#6640)

  • Applies the setting to enable environment variable proxy mapping in aiohttp async requests.
  • [BugFix] Update aiohttp for Dependabot @deeleeramone (#6621)

• [BugFix] Allow lowercase symbol for EconDB EconomicIndicators @deeleeramone (#6642)

  • Fixes a UX issue where the symbol - GDP - must be entered as uppercase.
  • EconDB symbols are not case-sensitive, converted to upper.

• [BugFix] Fix Tests & Related Bugs @deeleeramone (#6657)

  • Fixes interactive tables (CLI) outputting only white window from obb.news, and similar.
  • Fixes unreliable connection/output with openbb-seeking-alpha to obb.equity.estimates.forward_sales and forward_eps.
  • Updates some unit and integration tests.

General

• [BugFix] obb.news.world Add Validators To Providers Where Symbol Is Mandatory @deeleeramone (#6625)
• [BugFix] Improve Warning For Invalid Defaults Key In user_settings.json @deeleeramone (#6651)
• [BugFix] Replace Optional[bool] with bool as type in Equity Search @deeleeramone (#6633)
• [BugFix] __fields__ is deprecated, use model_fields instead @deeleeramone (#6629)

📚 OpenBB Documentation Changes

• [BugFix] Example Notebook Syntax Updates @deeleeramone (#6639)

  • Outdated syntax in the example notebooks has been updated to reflect recent modifications.

• [BugFix] Docs fix spelling issues @nnsW3 (#6634)

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 🦋

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OpenBB Platform v4.3.1

Thank you and welcome to our new contributors 🔥

Thanks to, mmistroni, for contributing to the Finviz screener endpoint.

Summary 🎉

This release includes some bug fixes, dependency version bumps, new router paths and functionality, and a new provider extension.

What's changed 🚀

A new version of openbb-cli resolves the issue of "nothing happening" when a command is run. The tables now engage the backend window creation directly.

🚨 OpenBB Platform Breaking Changes

• [Feature] PyWry Optional With Charting @deeleeramone (#6590)

  • PyWry is now an optional dependency of the openbb-charting extension. This decouples window creation from the charting features and makes the installation slimmer.
    • To retain the old configuration, pip install openbb-charting["pywry"]

• [BugFix] Bump linearmodels and arch Version @deeleeramone (#6600)

  • Versions pulled are now 6 & 7, respectively.

• [Feature] Remove Deprecated Fields From Equity Historical @deeleeramone (#6598)

  • Previously deprecated parameters have been removed.
  • In obb.equity.price.historical:
    • Removed:
      • adjusted
      • prepost
    • All providers now use the adjustment enum to select the price adjustment factor for historical prices, and extended_hours replaces, prepost.

• [BugFix] Fix ReferenceGenerator Unions and Choices @deeleeramone (#6599)

  • Structure of reference.json and openapi.json has changed to group all parameter "choices" by provider.

• [Feature] OptionsChains Properties @deeleeramone (#6564)

  • Response object from obb.derivatives.options.chains is now a single model, structured as a Dict[List]. Previously was a [List[Dict]

• OECD function parameters have changed to reflect new updated structures at the source:

  • [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)
  • [BugFix] Fix gdp.forecast @deeleeramone (#6585)
  • [Feature] Cleanup OECD CLI Endpoint. @deeleeramone (#6584)
  • [BugFix] Clean Up Nominal GDP & Add EconDB As Provider @deeleeramone (#6581)

• [BugFix] Update Missed Lock Files for certifi 2024.7.4 @deeleeramone (#6583)

  • Alll extensions have been updated for certifi 2024.7.4.

• [BugFix] Delete Dev Container @deeleeramone (#6582)

  • Removes the Dev Container from the repository.

🦋 OpenBB Platform Enhancements

• [Feature] Add Nonfarm Payrolls To economy.survey @deeleeramone (#6571)

  • New router path: obb.economy.survey.nonfarm_payrolls
    • Supported providers: openbb-fred

• [Feature] Add Fred Release Tables @deeleeramone (#6595)

  • New router path: obb.economy.fred_release_table
    • Supported providers: openbb-fred

• [Feature] Add PCE (Personal Consumption Expenditures) reports to Economy @deeleeramone (#6578)

  • New router path: obb.economy.pce
    • Supported providers: openbb-fred

• [Feature] Add Historical Market Cap @deeleeramone (#6603)

  • New router path: obb.equity.historical_market_cap
    • Supported providers: openbb-fmp
    • Built-in view, "chart=True".

• [Feature] Add TIPS Yields (to maturity) @deeleeramone (#6597)

  • New router path: obb.fixedincome.government.tips_yields
    • Supported providers: openbb-fred

• [Feature] Replace Nasdaq SP500 Multiples With Direct Source @deeleeramone (#6609)

  • New provider extension - "openbb-multpl" - to replace nasdaq for obb.index.sp500_multiples.
  • Deprecated: nasdaq as provider to obb.index.sp500_multiples.
    • Reason: Data no longer updated by Nasdaq Data Link.

• [Enhancement] Consolidate OECD Interest Rate Endpoints as a Single Function @deeleeramone (#6602)

  • Three routes have been consolidated into one:
    • New router path: obb.economy.interest_rates
    • Deprecated:
      • obb.economy.short_term_interest_rate
      • obb.economy.long_term_interest_rate
      • obb.economy.immediate_interest_rate

• [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)

  • Adds econdb as provider to:
    • obb.economy.gpd.nominal
    • obb.economy.gdp.real

• [Feature] OptionsChains Properties @deeleeramone (#6564)

  • Adds properties and class methods to the output of obb.derivatives.options.chains.
  • results is now a single instance as a dictionary of arrays.
  • Refer to the docstring of results for a description of properties and functions.

• [Feature] Add Finviz Screener Presets (V3 Compatible) @deeleeramone (#6601)

  • Adds finviz as a provider to: obb.equity.screener.
  • Support for legacy V3 SDK/Terminal stock screener presets.

🐛 OpenBB Platform Bug Fixes

• [BugFix] Fix Yfinance Discovery Percent Values @deeleeramone (#6611)
• [BugFix] Fix ReferenceGenerator Unions and Choices @deeleeramone (#6599)
• [BugFix] FRED Release Table: Fix Date Parsing For Format Variation @deeleeramone (#6608)
• [BugFix] Fix Rogue Percent Value In FMP ETF Info @deeleeramone (#6607)
• [BugFix] Bump linearmodels and arch Version @deeleeramone (#6600)
• [BugFix] CLI: /technical/sma --chart @deeleeramone (#6594)
• [BugFix] Raise EmptyDataError When No Results Returned From obb.economy.fred_search() @deeleeramone (#6592)
• [BugFix] Yield Curve Chart: Fix Syntax Where Pandas Drops Column Name After reset_index() @deeleeramone (#6591)
• [BugFix] Fix OECD GDP Real + Add EconDB To Endpoint @deeleeramone (#6589)
• [BugFix] Fix CLI Interactive Tables Not Opening @deeleeramone (#6588)
• [BugFix] Fix gdp.forecast @deeleeramone (#6585)
• [BugFix] Update Missed Lock Files for certifi 2024.7.4 @deeleeramone (#6583)
• [BugFix] Delete Dev Container @deeleeramone (#6582)
• [BugFix] Clean Up Nominal GDP & Add EconDB As Provider @deeleeramone (#6581)
• [BugFix] Update Extension lock Files For certifi 2024.7.4 @deeleeramone (#6580)
• [BugFix] Fix GitHub Actions Branch Check URL that 404s @deeleeramone (#6579)

📚 OpenBB Documentation Changes

• Highlight agents repo on README @DidierRLopes (#6596)

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 🦋

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4.3.0

Summary 🎉

Introducing Release 4.3.0!

We've streamlined import processes, cutting load times by ~40% and revamped our code style for efficiency.

Renaming our repository to OpenBB signals a new era of accessibility and clarity. Security has been bolstered with dropped support for Python 3.8 and enhanced error handling.

Explore our expanded data access with New York Federal Reserve's Primary Dealer Statistics and Nasdaq on the Equity Screener. Experience upgraded charting capabilities including futures curves and derivatives historical charts.

This release isn't just an update—it's a leap forward in performance, security, and user experience.

🦋 OpenBB Platform Enhancements

Import processes have been streamlined to improve load and build times, with the code style fundamentally changed to incorporate this pattern. Another feature added is the optimization of logging.

In addition, access to more data has been facilitated through the Primary Dealer Statistics by the New York Federal Reserve, further expanding the data resources. The charting capability has also been expanded with the addition of futures curve chart and derivates historical chart to improve user experience and charting coverage.

Improvements have been made to the PyPi publishing tool to support Ruff 0.5.0 and to simplify the process of doing a release. Nasdaq has been added to the Equity Screener for increased coverage.

• [Feature] Delay/Optimize Imports @deeleeramone (#6532)
• [Feature] Extract provider to logs @jmaslek (#6565)
• [Feature] Add Primary Dealer Positioning To Economy @deeleeramone (#6566)
• [Feature] Add Futures Curve Chart @IgorWounds (#6547)
• [Feature] Improve PyPi publishing tool @montezdesousa (#6542)
• [Feature] Merge main with dev @hjoaquim (#6552)
• [Feature] Add derivates historical chart @IgorWounds (#6520)
• [Feature] Add Nasdaq To Equity Screener @deeleeramone (#6521)
• [Feature] Improvements to handling charts on the CLI results @hjoaquim (#6544)
• [Feature] CLI integration tests @IgorWounds (#6533)
• [Enhancement] Clarify how to run the action @IgorWounds (#6518)

🐛 OpenBB Platform Bug Fixes

Key updates in the latest release: Adjusted warning display settings for clarity on large commands. Fine-tuned charting integration tests for reliability. Resolved issues with Dict-Type query parameters in Provider Interface models. Updated OECD's Unemployment data age brackets. Updated Python versions in toml files and dropped support for Python 3.8 for security enhancements. Fixed issues with local variable 'export' and streamlined operations by removing the 'website' folder. Improved error messaging with OpenBBError for FMP Econ Calendar.

• [Bugfix] Uncover cmd len warn @hjoaquim (#6536)
• [BugFix] Charting Integration Tests @hjoaquim (#6569)
• [BugFix] Fix Provider Interface Body Assignment Of Dict-Like Parameters @deeleeramone (#6561)
• [BugFix] Fix OECD Unemployment Age Brackets & Fix No module named 'pkg_resources' @deeleeramone (#6563)
• [BugFix] Update openbb-charting With Numpy Dependency. @deeleeramone (#6562)
• [BugFix] Release fixes @montezdesousa (#6560)
• [BugFix] Bump supported python version in toml files @piiq (#6556)
• [BugFix] Security updates @piiq (#6531)
• [BugFix] Fixing local variable 'export' referenced before assignment @hjoaquim (#6545)
• [BugFix] Delete website folder @montezdesousa (#6541)
• [BugFix] Raise on "Error Message" with FMP Econ Calendar @deeleeramone (#6534)
• [BugFix] test openapi.json @montezdesousa (#6530)
• [BugFix] Patch test @IgorWounds (#6523)

📚 OpenBB Documentation Changes

• [Docs] Fix gh stars chart history + mention pro at the top @DidierRLopes (#6568)

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 🦋

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4.2.3

Summary 🎉

Announcing Release 4.2.3! Enjoy enhanced Fixed Income features, revamped data endpoints, and new capabilities like storing defaults and options chains. Upgrade now for enhanced functionality and expanded features! 🚀

Thank you and welcome to our new contributors 🔥

@jzhao62

🦋 OpenBB Platform Enhancements

Enhanced Fixed Income with renamed models, EFFR & SOFR data standardization, and expanded fields. Revamped Federal Reserve and FRED data endpoints, and removed deprecated Ameribor series. New features include storing defaults, Economic Surveys router path, Intrinio Delayed Options, and Mortgage Indices endpoint.

• [Enhancement] Fixed Income Enhancements @deeleeramone (#6490)
• [Feature] Store defaults in hub account @montezdesousa (#6491)
• [Feature] Adds Router Path For Economic Surveys @deeleeramone (#6498)
• [Feature] Intrinio Delayed Options @deeleeramone (#6505)
• [Feature] Add Mortgage Indices @deeleeramone (#6501)
• [Enhancement] Convert Params Models To Dictionary Before Assigning As Private Attribute In OBBject. @deeleeramone (#6492)
• [Feature] Improved cached results @hjoaquim (#6506)
• [Feature] No prints when exporting @hjoaquim (#6497)
• [Feature] Remove remember contexts setting @hjoaquim (#6496)
• [Feature] Create openbb-cli .dockerfile and update docs @montezdesousa (#6485)
• [Feature] Generate settings menu from pydantic model @montezdesousa (#6489)

🐛 OpenBB Platform Bug Fixes

The new release includes three significant changes:

1. A bug in the Econdb JSON loads context has been fixed, enhancing the functionality of the static assets by adding a context manager to json.load. The fix will address the issue documented in #6508.

2. Base exceptions have been substituted with OpenBBError to align with new exception handlers. This step will ensure more meaningful error messages across Python, CLI, or API for users.

3. Lastly, an issue preventing the retrieval of FY 2025 in the earnings transcript has been fixed, changing the validation to allow values less than the current year + 1. This adjustment allows mapping of FY 2025 to 2025, instead of 2024 as it did before, for example in NVDA.

• [BugFix] Econdb JSON loads context @deeleeramone (#6512)
• [BugFix] Replace some base exceptions by OpenBBError @montezdesousa (#6502)
• [BugFix] Fix issue in earnings transcript not allowing FY 2025 to be retrieved @jmaslek (#6500)

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 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord

v4.2.2

Summary 🎉

This new release adds new endpoints to the economy menu, namely retail_prices, house_price_index, immediate_interest_rate, central_bank_holdings and share_price_index. Additionaly, yfinance is now supported by the `derivatives/options/chains/ endpoint. A new configuration was added to the user settings and it's now possible to define a priority list of providers per command, where the program falls back to the next when there is no credential for the prior.

🦋 Enhancements

• [Feature] Add Retail Prices to Economy @deeleeramone (#6474)
• [Feature] More OECD - House Price Index, Immediate Interest Rate @deeleeramone (#6473)
• [Feature] Adding OECD Endpoints (CPI + Share Price Index) @jmaslek (#6157)
• [Feature] Add Central Bank Holdings (Federal Reserve) @deeleeramone (#6469)
• [Feature] Set provider fallback based on credentials @montezdesousa (#6446)
• [Feature] Options Chains From YFinance @deeleeramone (#6468)

🐛 Bug Fixes

• [BugFix] Pre release fixes @montezdesousa (#6478)
• [Bugfix] Remove svg export @hjoaquim (#6476)
• [BugFix] Fix Empty Build Fail @deeleeramone (#6462)
• [BugFix] Fix Intrinio Balance Sheet Q4 Labeling @deeleeramone (#6465)
• [BugFix] Default API Settings @deeleeramone (#6466)
• [BugFix] Add json_schema_extra With Choices To Provider 'period' Field @deeleeramone (#6451)
• [BugFix] Fix Seeking Alpha @deeleeramone (#6461)

📚 Documentation

• [Docs] Make Same PR as the to Main @deeleeramone (#6472)
• [Docs] Refactor Docs Pages For Diataxis @deeleeramone (#6315)
• [Feature] Small CLI docs style improvements @hjoaquim (#6429)

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 🦋

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v4.2.1

🌟 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! 🚀

🦋 OpenBB Platform Enhancements

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.

• [Release] 4.2.1 @hjoaquim (#6453)
• [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)

🐛 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)

📚 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 🦋

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v4.2.0

🌟 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.

🦋 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)

🐛 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)

📚 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 🦋

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OpenBB Terminal v3.2.5

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.

OpenBB Terminal v3.2.4

Thank you and welcome to our new contributors 🔥

@AdiSai, @AdwaitSalankar, @FarukhS52, @abhishek-amar, @bimbolimbo, @fadilparves, @joshuabuildsthings, @maxxsh, @polooner, @professssor, @ramazanguvenc and @ssahaxd

What's new 🎉

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 🚀

• 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
• Release/3.2.3 (#5529) @jmaslek

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on Twitter 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 🦋

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OpenBB Terminal v3.2.3

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 🔥

@Light-JH, @MarkBenjamin and @ferreiratiago

What's new 🎉

• We have fixed some issues related to the pip installation, which required pinning certain libraries.
• General bug fixes

What's changed 🚀

• 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
• Release/3.2.2 (#5391) @jmaslek
• Feature/sdk usage basics webpage tidy (#5388) @MarkBenjamin

We are proud of our community contributors and staunch supporters of open-source ecosystems.
Help us promote our community by tagging @openbb_finance on Twitter 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 🦋

Website, Twitter, Linkedin, Instagram, Reddit, Discord