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Upgrading iex-ruby-client

Upgrading to >= 2.0.0

#113 Minimum Ruby version is 2.4

#113 Removes default values for Faraday's SSL settings ca_file and ca_path.

If you previously relied on OpenSSL::X509::DEFAULT_CERT_FILE or OpenSSL::X509::DEFAULT_CERT_DIR to set these values you must now do so explicitly. E.g.:

IEX::Api.configure do |config|
  config.ca_file = OpenSSL::X509::DEFAULT_CERT_FILE
  config.ca_path = OpenSSL::X509::DEFAULT_CERT_DIR
end

Upgrading to >= 1.6.0

#110 drops the dependency on money_helper in favor of using the money library directly.

Previously the money_helper library set Money.locale_backend = :currency globally. The default is I18n which looks up the thousands separator and decimal marker. Depending on your project you may need to set this value if you use Money#format without the thousands_separator or decimal_mark options. You are less likely to require this in a Rails project.

This represents a change in the money library's method of handling defaults and is similar to the deprecation warning the library provides until you set Money.rounding_mode=.

Upgrading to >= 1.0.0

On June 1, 2019, IEX API has been sunset for all non-IEX data. IEX Cloud, a non-Exchange platform, continues to provide access to third-party data sources and requires a token. When upgrading to 1.0.0, create an account and get a publishable token from IEX Cloud Console.

Set the environment variable IEX_API_PUBLISHABLE_TOKEN to the token value, or configure the client via IEX::Api::Client.new or IEX::Api.configure.

Before:

IEX::Resources::Price.get('MSFT')

After:

client = IEX::Api::Client.new(publishable_token: 'token')

client.price('MSFT')

See #46 for more information.

API Changes

The IEX Cloud API has come with a number of changes.

Company

  • Added security_name employees properties.

Dividends

  • Added ex_date currency description frequency properties.
  • Removed flag type qualified indicated properties.

Earnings

  • Removed estimated_eps estimated_change_percent estimated_change_percent_s symbol_id properties.

KeyStats

  • Removed beta short_interest short_date dividend_rate latest_eps latest_eps_date return_on_equity consensus_eps number_of_estimates symbol ebitda revenue revenue_dollar gross_profit gross_profit_dollar cash cash_dollar dept dept_dollar revenue_per_share revenue_per_employee pe_ratio_high pe_ratio_low eps_surprise_dollar eps_surprise_percent eps_surprise_percent_s return_on_assets return_on_capital profit_margin price_to_sales price_to_book price_to_sales_dollar price_to_book_dollar institution_percent institution_percent_s insider_percent insider_percent_s short_ratio properties.

News

  • Removed market news.

Crypto

  • Added crypto api to get a quote for crypto currency, eg. client.crypto('BTCUSDT').

See #42 for more information.

Upgrading to >= 0.4.0

All errors that return HTTP codes 400-600 result in a IEX::Errors::ClientError exception

On previous versions, calling IEX::Resources::Chart.get with an invalid option results on a Faraday::ClientError. On versions >= 0.4.0, it will return an IEX::Errors::ClientError.

Before:

IEX::Resources::Chart.get('MSFT', '1d', chart_interval: 10, invalid_option: 'foo')
> Faraday::ClientError: the server responded with status 400

After:

IEX::Resources::Chart.get('MSFT', '1d', chart_interval: 10, invalid_option: 'foo')
> IEX::Errors::ClientError: "invalidOption" is not allowed

See #9 for more information.