3 Commits

Author SHA1 Message Date
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 4e5af95272 feat: add defeatbeta-api integration with comprehensive comparison tools
- 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