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v0.1.1

v0.1.1 Pre-release
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@zhuy9 zhuy9 released this 06 Nov 02:39

This release records reviewed issuer-sector corrections under sic11-v2 and adds repeatable classification checks. The Python client API and dependencies are unchanged.

  • Accenture (0001467373): Financials → Technology.
  • Akamai (0001086222): Financials → Technology.
  • Uber (0001543151): Financials → Industrials, following this project's transportation policy.
  • Alibaba (0001577552): Financials → Consumer Discretionary.
  • Visa, Mastercard, PayPal and the SIC 7389 default remain Financials. Source SICs are unchanged.

The build now rejects malformed override CIKs, unknown sectors, missing override issuers and changed SICs. A frozen list of 55 instruments covers all 11 sectors, every four-digit SIC exception, issuer overrides, share classes, ADRs and fund exclusions. Another 27 candidates remain pending review; they were not reclassified.

See ADR 0001, the instrument checklist and the review queue for decisions, evidence and limitations.

pip install security-master==0.1.1

Package versions identify client code; the CSV data is downloaded separately. Existing clients also receive the corrected data when they refresh. Set SECURITY_MASTER_REF=v0.1.1 to pin this data snapshot. Consumers with their own sector cache must refresh it and recompute all compared historical periods under one scheme to avoid artificial rotation signals.

Validation: source tests, 55 frozen instrument cases, Ruff, package build, strict Twine checks, release-content checks and clean-environment wheel import. Only the four approved security rows and sector-scheme metadata changed; no live data refresh was run.

v0.1.0

v0.1.0 Pre-release
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@zhuy9 zhuy9 released this 20 Oct 01:47

First release of the security-master Python client on PyPI.

pip install security-master==0.1.0
  • Look up US exchange-listed stocks, ETFs and closed-end funds by ticker (BRK.B, BRK/B, BRK B or BRK-B) or composite FIGI, and issuers by SEC CIK.
  • Python 3.10+, standard library only. pandas is optional, for frame().
  • Data downloads from this repository's data/ on first use and is cached in memory and on disk. The client checks for a new weekday build once an hour. Set SECURITY_MASTER_REF to pin the data to a commit.
  • Ships type hints (py.typed).

The package contains the client only. The data stays in data/ under its own license, data/LICENSE. See the README for fields, caveats and sources.