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v1.0.4

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@zoharbabin zoharbabin released this 18 Apr 07:06
· 5 commits to main since this release

Fixes

  • Resource leak in analyze(): Top-level convenience function now uses with TickerOrchestrator() as orch: so the disk cache is always closed, even on exceptions.
  • Redundant SEC API call: retrieve_multi_year_data() now accepts an optional comp parameter, eliminating a redundant Company(ticker) instantiation per ticker.
  • Dead code removal: _get_financial_statement() no longer tries a non-existent get_* method before falling back to the property-based API.

Dependencies

  • rich: <15<16 (rich 15.0.0)
  • yfinance: <1<2 (yfinance 1.3.0)
  • pyarrow: <18<24 (pyarrow 23.0.1)

Documentation

  • docs/ARCHITECTURE.md (new): Data pipeline design — why the hybrid approach (synonym matching + CompanyFacts cross-validation) is stronger than either leg alone.
  • docs/METRICS_REFERENCE.md (new): Complete reference for 79 extracted concepts, 42 derived metrics, and 7 scoring models.
  • docs/USER_GUIDE.md (new): Real-world workflows, scoring model interpretation, and alert tuning.

CI

  • Lint and typecheck enforced (removed continue-on-error from ruff/mypy).

Full Changelog: v1.0.3...v1.0.4