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v5.5.0

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@dgunning dgunning released this 20 Dec 22:10
· 1600 commits to main since this release
v5.5.0
8a73966

What's New in v5.5.0

Added

  • Fund statement support for BDCs and investment companies - Extended financial statement capabilities to Business Development Companies and investment companies
  • Progressive disclosure with detail parameter - Company.to_context() now supports detail='minimal', 'standard', or 'full' for controlling output verbosity

Fixed

  • Type checker issues (invalid-parameter-default, invalid-return-type)
  • Test updates for new Company.to_context() plain text format

Changed

  • Unpinned mcp dependency to allow newer versions

Documentation

  • Clarified year parameter means calendar year, not fiscal year (Issue #541)
  • Clarified offline XBRL workflow and improved error messages (Issue #436)
  • Fixed Company.to_context() API examples in ai-integration.md

Style

  • Professional README redesign with custom SVG icons and diagrams

Full Changelog: v5.4.0...v5.5.0

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