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Release v4.20.0

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@dgunning dgunning released this 15 Oct 21:09
· 2009 commits to main since this release
v4.20.0
3a4bc9a

Release 4.20.0 - 2025-10-15

Added

  • XBRL DataFrame Unit and Point-in-Time Support - Enhanced XBRL DataFrame exports with comprehensive unit and temporal information
    • Unit Information: DataFrame exports now include unit column showing the measurement units for each fact (USD, shares, pure numbers, etc.)
    • Point-in-Time Data: Added point_in_time boolean column to distinguish instant facts (point-in-time balances) from duration facts (period aggregates)
    • Enhanced Analysis: Enables precise financial analysis by identifying which values represent snapshots (assets, liabilities) vs. period totals (revenue, expenses)
    • API Integration: Available through to_dataframe() method on XBRL statements and facts
    • Impact: Provides critical context for financial data analysis, enabling users to properly interpret and compare XBRL facts

Enhanced

  • MCP Server Token Efficiency - Optimized financial statement display for AI agents

    • Token Savings: 8-12% reduction per statement (53-73 tokens saved on average)
    • New Method: Added to_llm_string() for plain text, borderless output optimized for LLM consumption
    • Performance: AAPL statements reduced from 607→544 tokens (10.4%), TSLA 627→574 tokens (8.4%), COIN 587→514 tokens (12.4%)
    • Data Integrity: 100% of numeric values preserved with no ellipsis or truncation
    • Impact: Enables more efficient context usage in AI assistant workflows

  • MCP Tool Clarity and Focus - Streamlined MCP server to 2 core workflow-oriented tools

    • Tool Consolidation: Removed legacy tools in favor of workflow-focused tools
    • Enhanced Descriptions: Added concrete examples for all parameters (ticker, CIK, company name formats)
    • Inline Guidance: Statement type explanations directly in tool descriptions
    • Period Recommendations: Clear guidance on period selection (4-5 for trends, 8-10 for patterns)
    • Impact: Reduced tool confusion and improved LLM agent tool selection accuracy

Changed

  • Documentation Structure: Removed legacy ai_docs/ directory (1,469 lines) in favor of unified documentation approach
  • Code Cleanup: Removed obsolete portfolio manager CIK update script

See CHANGELOG.md for complete release history.

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