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DOC: Mark endpoints which now require additional entitlements
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addisonlynch committed Dec 7, 2020
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5 changes: 5 additions & 0 deletions docs/source/market-info.rst
Expand Up @@ -68,6 +68,11 @@ Examples
Earnings Today
--------------

.. warning:: Beginning December 1, 2020, use of this endpoint will require
additional entitlements. Full details can be found in the
IEX Cloud Help Center. See `here <https://intercom.help/iexcloud/en/articles/4529082-iex-cloud-s-2020-data-upgrade>`_
for additional information.

.. warning:: ``get_todays_earnings`` has been deprecated and renamed
``get_earnings_today``.

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63 changes: 22 additions & 41 deletions docs/source/stocks.rst
Expand Up @@ -41,47 +41,13 @@ single request.
See :ref:`Additional Methods<stocks.additional_methods>` for more a list of
methods available.

.. _stocks.endpoint_list:

List of Endpoints
~~~~~~~~~~~~~~~~~

All endpoints not available as methods of the ``Stock`` object are noted below.

Endpoints which are supported by top-level functions are noted.

- :ref:`Advanced Stats<stocks.advanced_stats>`
- :ref:`Balance Sheet<stocks.balance_sheet>`
- :ref:`Book<stocks.book>`
- :ref:`Cash Flow<stocks.cash_flow>`
- :ref:`Charts<stocks.charts>`
- :ref:`Company<stocks.company>`
- :ref:`Delayed Quote<stocks.delayed_quote>`
- :ref:`Dividends (Basic)<stocks.dividends>`
- :ref:`Earnings<stocks.earnings>`
- :ref:`Estimates<stocks.estimates>`
- :ref:`Financials<stocks.financials>`
- :ref:`Fund Ownership<stocks.fund_ownership>`
- :ref:`Historical Prices<stocks.historical>` - ``get_historical_data`` and ``get_historical_intraday``
- :ref:`Income Statement<stocks.income_statement>`
- :ref:`Insider Roster<stocks.insider_roster>`
- :ref:`Insider Summary<stocks.insider_summary>`
- :ref:`Insider Transactions<stocks.insider_transactions>`
- :ref:`Institutional Ownership<stocks.institutional_ownership>`
- :ref:`Key Stats<stocks.key_stats>`
- :ref:`Largest Trades<stocks.largest_trades>`
- :ref:`Logo<stocks.logo>`
- :ref:`OHLC<stocks.ohlc>`
- :ref:`Open/Close<stocks.open_close>`
- :ref:`Peers Groups<stocks.peers>`
- :ref:`Previous Day Prices<stocks.previous_day_prices>`
- :ref:`Price<stocks.price-only>`
- :ref:`Price Target<stocks.price_target>`
- :ref:`Quote<stocks.quote>`
- :ref:`Relevant Stocks<stocks.relevant_stocks>`
- :ref:`Splits (Basic)<stocks.splits>`
- :ref:`Time Series<stocks.time_series>`
- :ref:`Volume by Venue<stocks.volume_by_venue>`
.. _stocks.contents:

Endpoints
---------

.. contents::
:depth: 2


.. _stocks.stock_object:
Expand Down Expand Up @@ -174,13 +140,23 @@ Dividends (Basic)
Earnings
--------

.. warning:: Beginning December 1, 2020, use of this endpoint will require
additional entitlements. Full details can be found in the
IEX Cloud Help Center. See `here <https://intercom.help/iexcloud/en/articles/4529082-iex-cloud-s-2020-data-upgrade>`_
for additional information.

.. automethod:: iexfinance.stocks.base.Stock.get_earnings

.. _stocks.estimates:

Estimates
---------

.. warning:: Beginning December 1, 2020, use of this endpoint will require
additional entitlements. Full details can be found in the
IEX Cloud Help Center. See `here <https://intercom.help/iexcloud/en/articles/4529082-iex-cloud-s-2020-data-upgrade>`_
for additional information.

.. automethod:: iexfinance.stocks.base.Stock.get_estimates

.. _stocks.financials:
Expand Down Expand Up @@ -396,6 +372,11 @@ Price Only
Price Target
------------

.. warning:: Beginning December 1, 2020, use of this endpoint will require
additional entitlements. Full details can be found in the
IEX Cloud Help Center. See `here <https://intercom.help/iexcloud/en/articles/4529082-iex-cloud-s-2020-data-upgrade>`_
for additional information.

.. automethod:: iexfinance.stocks.base.Stock.get_price_target

.. _stocks.quote:
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22 changes: 9 additions & 13 deletions docs/source/whatsnew/v0.5.0.txt
Expand Up @@ -22,31 +22,24 @@ Enhancements
- Improves message weighting for historical data when calls are under
1-year range
- Adds support for historical data for the previous 15 years
(extended from 5 years) (GH94_)
(extended from 5 years) (:issue:`94`)
- Adds ``flake8-bugbear`` for additional code quality checks
- Repairs date handling to accept multiple formats, including ``str``,
``int``, ``date``, ``datetime``, and ``pandas.Timestamp`` and use a rolling 15-year default start date for historical data (specifically ``get_historical_data``)
- Adds endpoint for us trading days/holidays (thanks Bouldersky)
- Adds endpoint for us trading days/holidays (thanks :user:`Bouldersky`)
- Adds official support for Python 3.8
- Adds endpoint for advanced stats
- Adds ``last`` and ``period`` parameters to ``Stock.get_estimates`` :issue:`213`
- Adds endpoint for advanced stats (thanks :user:`SaymV`)
- Adds ``last`` and ``period`` parameters to ``Stock.get_estimates`` (:issue:`213`)
- Adds endpoints for international symbol reference data (thanks :user:`anthonyvd`)
- Adds endpoint for Sectors reference data (thanks :user:`YairMZ`)

.. _GH94: https://github.com/addisonlynch/iexfinance/issues/94
.. _GH213: https://github.com/addisonlynch/iexfinance/issues/213


Bug Fixes
~~~~~~~~~

- Modifies ``Stock.get_historical_prices`` and ``Stock.get_chart``
(GH165_) to return all fields, including ``changePercent``
- Repairs ``stocks.get_historical_data`` bug which errored on symbols without historical data (GH223_)

.. _GH165: https://github.com/addisonlynch/iexfinance/issues/165
.. _GH223: https://github.com/addisonlynch/iexfinance/issues/223

(:issue:`165`) to return all fields, including ``changePercent``
- Repairs ``stocks.get_historical_data`` bug which errored on symbols without historical data (:issue:`223`)

Backward Incompatible Changes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Expand All @@ -61,3 +54,6 @@ Backward Incompatible Changes
- All endpoints in ``iexdata`` are now JSON-only (pandas output formatting no
is longer supported)
- ``iexfinance.stocks.get_market_in_focus`` has been immediately deprecated.
- Certain endpoints (such as ``Stock.get_price_target``) now require additional entitlements.
See the IEX Cloud Help Center for more information. All endpoints which require additional
entitlements are noted in the ``iexfinance`` documentation.

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