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v0.1.1

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@zhuy9 zhuy9 released this 06 Nov 02:39
· 4 commits to main since this release

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.