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Finance CLI v0.1.0b4

Finance CLI v0.1.0b4 Pre-release
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@github-actions github-actions released this 24 Oct 05:18
6472c8c

0.1.0b4 - Beta

  • Fixed standard SEC financial statements treating edgartools standard_concept metadata 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

Finance CLI v0.1.0b3 Pre-release
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@github-actions github-actions released this 04 Oct 01:35

0.1.0b3 - Beta

  • Fixed filings.recent missing older filings for companies with many SEC submissions. It now reads SEC's paginated submission files when the recent window has fewer matches than limit; previously filings.recent META forms=10-K limit=6 returned 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

Finance CLI v0.1.0b2 Pre-release
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@github-actions github-actions released this 07 Sep 13:26

0.1.0b2 - Beta

  • Constrained the optional backtesting stack to Plotly below 7, whose removed scattermapbox template field prevents VectorBT from initializing. Base research installations are unaffected.

Finance CLI v0.1.0b1

Finance CLI v0.1.0b1 Pre-release
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@github-actions github-actions released this 07 Sep 13:18

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], and finresearch-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

Finance CLI v0.1.0b0 Pre-release
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@github-actions github-actions released this 15 May 01:11

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.