v1.14.3

What's Changed

In this release, we are introducing a breaking change to the Stocks Financials Beta API. We have refactored the balance_sheet, income_statement, cash_flow_statement, and comprehensive_income sections to use typed classes with explicit fields, replacing the previous raw dictionary access. Each field specified in the OpenAPI specification is now presented as an optional DataPoint, enhancing type safety and reliability when accessing data.

Note that although this is a breaking change, we are issuing it as a minor update due to the beta status of this API and the existing issues with the previous implementation. We recommend that all users update their implementations to accommodate these new typed access patterns.

New Features

• Related Companies Demo: Added a new demo for related companies functionality (PR #717).
• Dividend and Split IDs: Added identifiers for dividends and stock splits (PR #736).
• Hunting Anomalies in the Stock Market Scripts: Added new scripts for anomaly detection in stock markets (PR #780).
• IPOs Support: Added support for Initial Public Offerings data (PR #816).
• Universal Snapshot 'session' Model Update: Updated the session model for Universal Snapshot (PR #771).
• StockFinancial Model Updates: Updated the StockFinancial model to include net income, EPS, and parent net income loss (PR #817).

Spec and Model Updates

• Updated WebSocket spec to the latest version (PR #741).
• Spec update 2024-12-24 (PR #815).
• Updated CODEOWNERS (PR #808).

Dependency Updates

• mypy: Updated from 1.10.1 to 1.13.0 across multiple pull requests (PRs #713, #723, #735, #770, #776).
• types-setuptools: Updated from 70.3.0 to 75.6.0 across multiple pull requests (PRs #714, #720, #726, #731, #733, #740, #744, #752, #769, #783, #786, #793, #797, #811).
• orjson: Updated from 3.10.6 to 3.10.13 across multiple pull requests (PRs #727, #768, #779, #794, #824).
• certifi: Updated from 2024.7.4 to 2024.12.14 across multiple pull requests (PRs #739, #807).
• black: Updated from 24.4.2 to 24.8.0 (PR #724).
• urllib3: Updated from 2.2.2 to 2.2.3 (PR #747).
• websockets: Updated from 12.0 to 13.1 (PR #751).
• sphinx-rtd-theme: Updated from 2.0.0 to 3.0.2 across multiple pull requests (PRs #759, #787).
• pook: Updated from 2.0.0 to 2.0.1 (PR #765).
• jinja2: Updated from 3.1.4 to 3.1.5 (PR #814).

Full Changelog: View complete list of changes

v1.14.2

What's Changed

• Added ticker news insights support by @justinpolygon in #710
• Bump orjson from 3.10.5 to 3.10.6 by @dependabot in #704
• Bump types-setuptools from 70.1.0.20240627 to 70.3.0.20240710 by @dependabot in #707
• Bump zipp from 3.11.0 to 3.19.1 by @dependabot in #706
• Bump certifi from 2024.6.2 to 2024.7.4 by @dependabot in #702

Full Changelog: v1.14.1...v1.14.2

v1.14.1

What's Changed

We have reverted a recent SSL context implementation that was intended to optimize HTTPS requests but resulted in SSL certificate warnings on Windows systems. This change restores stability and eliminates the associated warnings for users.

List of What's Changed

• Revert "Use ssl_context for HTTPS requests to avoid reading certificate files on every request" by @justinpolygon in #691
• Bump pook from 1.4.3 to 2.0.0 by @dependabot in #697
• Bump mypy from 1.10.0 to 1.10.1 by @dependabot in #699
• Bump types-setuptools from 70.0.0.20240524 to 70.1.0.20240627 by @dependabot in #698
• Fix example to have correct params by @justinpolygon in #700

Full Changelog: v1.14.0...v1.14.1

v1.14.0

What's Changed

In this release, we've added support for the new Related Companies API, upgraded urllib3 to version 2.2.2, and transitioned away from the setuptools dependency, favoring Python's standard library instead.

• Added support for related companies endpoint by @justinpolygon in #685
• Remove setuptools and use standard library by @justinpolygon in #694
• Add type hinting for datetime.date objects to get_grouped_daily_aggsand get_daily_open_close_agg by @SuperMaZingCoder in #681
• Bump urllib3 from 1.26.18 to 2.2.2 by @dependabot in #684 and #696
• Bump certifi from 2024.2.2 to 2024.6.2 by @dependabot in #677
• Bump jinja2 from 3.1.3 to 3.1.4 by @dependabot in #666
• Bump requests from 2.31.0 to 2.32.0 by @dependabot in #673
• Bump types-setuptools from 69.5.0.20240423 to 70.0.0.20240524 by @dependabot in #672 and #675 and #670
• Bump orjson from 3.10.1 to 3.10.5 by @dependabot in #665 and #683

New Contributors

• @SuperMaZingCoder made their first contribution in #681

Full Changelog: v1.13.7...v1.14.0

v1.13.7

What's Changed

• Add CGI to MarketIndices by @HunterL in #652
• Add flat files stock trades tutorial by @justinpolygon in #643
• Updated spec with CGI by @justinpolygon in #655
• Update README.md to remove LaunchPad by @justinpolygon in #654
• Fix poetry black lint check pre-update by @justinpolygon in #644
• Bump poetry black to 24.4.2 by @justinpolygon in #661
• Bump sphinx-autodoc-typehints from 2.0.0 to 2.0.1 by @dependabot in #646
• Bump types-setuptools from 69.2.0.20240317 to 69.5.0.20240415 by @dependabot in #647
• Bump orjson from 3.10.0 to 3.10.1 by @dependabot in #651
• Bump types-setuptools from 69.5.0.20240415 to 69.5.0.20240423 by @dependabot in #660
• Bump mypy from 1.9.0 to 1.10.0 by @dependabot in #659

New Contributors

• @HunterL made their first contribution in #652

Full Changelog: v1.13.6...v1.13.7

v1.13.6

What's Changed

• Bump idna from 3.4 to 3.7. Fix issue where specially crafted inputs to encode() could take exceptionally long amount of time to process. [CVE-2024-3651] via @dependabot in #641.
• Bump orjson from 3.9.15 to 3.10.0 by @dependabot in #636

Full Changelog: v1.13.5...v1.13.6

v1.13.5

What's Changed

• Use ssl_context for HTTPS requests to avoid reading certificate files on every request by @serge-rgb in #632
• Updated rest and websocket specs by @justinpolygon in #576 and #635
• Added example for async websocket and rest calls by @justinpolygon in #589
• Update README.md with setuptools by @justinpolygon in #599
• Improved efficiency of async_websocket_rest_handler.py by @justinpolygon in #591
• Add Docker support for polygon-api-client usage example by @justinpolygon in #600
• Add API key usage note to Getting Started section by @justinpolygon in #601
• Bump certifi from 2023.11.17 to 2024.2.2 by @dependabot in #604
• Bump jinja2 from 3.1.2 to 3.1.3 by @dependabot in #588
• Bump sphinx-autodoc-typehints from 1.25.2 to 2.0.0 by @dependabot in #596 and #606.
• Bump orjson from 3.9.10 to 3.9.15 by @dependabot in #595, #602, #612, and #615.
• Bump pook from 1.4.0 to 1.4.3 by @dependabot in #607, #611, and #614.
• Bump types-setuptools from 69.0.0.0 to 69.2.0.20240317 by @dependabot in #586, #597, #592, #610, #616, #619, #622, and #629.
• Bump mypy from 1.8.0 to 1.9.0 by @dependabot in #623

New Contributors

• @serge-rgb made their first contribution in #632

Full Changelog: v1.13.4...v1.13.5

v1.13.4

What's Changed

• Bump types-setuptools from 68.2.0.2 to 69.0.0.0 by @dependabot in #568
• Bump sphinx-rtd-theme from 1.3.0 to 2.0.0 by @dependabot in #569
• Spelling and ws agg sec updates by @justinpolygon in #572
• Bump pook from 1.1.1 to 1.2.0 by @dependabot in #575, #578, and #584
• Bump black from 23.11.0 to 23.12.1 by @dependabot in #574 and #580
• Bump mypy from 1.7.1 to 1.8.0 by @dependabot in #579
• Updated rest spec with compfigi by @justinpolygon in #584

Full Changelog: v1.13.3...v1.13.4

v1.13.3

What's Changed

• Fix websocket parse of tickers with periods by @justinpolygon in #567

Full Changelog: v1.13.2...v1.13.3

v1.13.2

What's Changed

• Fix FMV websocket event parsing and added example by @justinpolygon in #566
• Bump mypy from 1.7.0 to 1.7.1 by @dependabot in #564
• Bump types-setuptools from 68.2.0.1 to 68.2.0.2 by @dependabot in #565

Full Changelog: v1.13.1...v1.13.2