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Releases · TempestShaw/FinanceCLI
Finance CLI v0.1.0b4
0.1.0b4 - Beta
- Fixed standard SEC financial statements treating edgartools
standard_conceptmetadata as a reporting period. Date columns and financial values are preserved. - Included the thread-local provider-output suppression fix, so quiet provider calls no longer suppress output from unrelated threads.
Finance CLI v0.1.0b3
0.1.0b3 - Beta
- Fixed
filings.recentmissing older filings for companies with many SEC submissions. It now reads SEC's paginated submission files when the recent window has fewer matches thanlimit; previouslyfilings.recent META forms=10-K limit=6returned only two 10-Ks. If an older page cannot be read, the command reports an error instead of returning a shorter list. - Added a research showcase: five recorded agent sessions on SEC filings (Apple, NVIDIA/AMD/Broadcom, Meta, Costco, and a question the filing cannot answer), each with a video, the raw CLI output and every calculation.
- Redesigned the website around verifiable research, with a three-step path to reproduce the Apple study on macOS, Linux or Windows.
- README images now use absolute URLs so they render on PyPI.
Finance CLI v0.1.0b2
0.1.0b2 - Beta
- Constrained the optional backtesting stack to Plotly below 7, whose removed
scattermapboxtemplate field prevents VectorBT from initializing. Base research installations are unaffected.
Finance CLI v0.1.0b1
0.1.0b1 - Beta
- Added a question-based website entry point, worked research examples, and a guided first-use path.
- Made PDF table extraction, OCR, and backtesting optional installs:
finresearch-cli[tables],finresearch-cli[ocr], andfinresearch-cli[backtest]. Existing full installations keep working; new base installations retain SEC research, native PDF/HTML reading, market data, and calculations. - Added readable Markdown output, symbol comparison, configurable output defaults, and shell completions.
- Expanded financial statement, growth, ownership, and relative-performance research commands.
- Removed unavailable GDELT news commands and the KPI command family.
- Updated package license metadata to Apache-2.0 to match the repository license.
Finance CLI v0.1.0b0
0.1.0b0 - Beta
- Added the Finance CLI command framework with JSON output for scripting and automation.
- Added SEC filings, XBRL statements, filing reports, document read/scan/window/table/OCR workflows, and source attribution.
- Added market data, news, transcripts, KPI extraction, IR presentation discovery, valuation helpers, formulas, and VectorBT backtests.
- Added the Starlight documentation site with namespace guides and generated command reference pages.
- Added CI, docs build, package build, and package metadata checks for release readiness.