tomatocream
b5bf689e72
docs: add API references, mapping corrections, and verification script
...
- Add yfinance.org and defeatbeta-api.org reference docs
- Fix defeatbeta_mapping.org: deprecated yfinance property names
(quarterly_financials→quarterly_income_stmt, financials→income_stmt),
longName vs longBusinessSummary conceptual mismatch, cashflow note typo
- Add Mapping Limitations section with live verification results (AAPL):
DuckDB 1.4.3 incompatibility, format differences, coverage gaps
- Add docs/test_mapping.py as runnable mapping verification script
- Add offline.py, persistent_cache.py, download_data.py, warmup_cache.py
for offline/cached defeatbeta usage
- Add aapl_yfinance.py exploration script and quant.py scaffold
- Add .envrc (uv layout) and update pyproject.toml + uv.lock
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-04-26 15:33:21 +08:00
tomatocream
b71a8e77b0
docs: update AGENTS.md with verified API reference and common issues
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- Fix incorrect API method names (enterprise_value, ttm_ebitda, annual_eps_yoy_growth don't exist)
- Add Decimal TypeError common issue section
- Add Statement object access pattern (must call .df() not property)
- Add comprehensive API reference with verified method names
- Add reference to defeatbeta-mapping.org for yfinance migration
- Add notebook runner instructions
- Add direnv note for .envrc with layout uv
- Remove reference to non-existent references/defeatbeta-api.org
2026-04-26 02:15:17 +08:00
tomatocream
4e5af95272
feat: add defeatbeta-api integration with comprehensive comparison tools
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- Add defeatbeta-api as primary financial data source (replaces yfinance for analysis)
- Add comprehensive Jupyter notebook tutorial (defeatbeta_tutorial.ipynb)
- Add API comparison script (compare_apis.py)
- Add data exploration script (explore_data.py)
- Add basic test script (test_defeatbeta.py)
- Add notebook runner script (run_notebook.sh)
- Add org-mode mapping documentation (docs/defeatbeta_mapping.org)
- Update pyproject.toml with defeatbeta-api dependency
- Add defeatbeta-api as git submodule for reference
DefeatBeta Advantages:
- No rate limits (HuggingFace hosted)
- Historical financial ratios (ROE, ROIC, WACC time series)
- Earnings call transcripts access
- Revenue segmentation by product/geography
- Automated DCF valuation with Excel output
- DuckDB-powered fast queries
Note: .envrc, .jupyter_checkpoints/, __marimo__/, AAPL.xlsx, tearsheet.html
and other generated files intentionally excluded
2026-04-25 17:56:10 +08:00
tomatocream
60fa0c113d
chore: initial project scaffold for quant trading learning
...
Sets up project structure with yfinance-based OHLCV fetcher for top
100 S&P companies, Jupyter notebook scaffold, and uv-managed deps.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-04-25 00:58:02 +08:00
tomatocream