ranaroussi · aleksfasting · Aug 7, 2024 · Aug 12, 2024 · Aug 19, 2024 · Aug 19, 2024
diff --git a/.github/ISSUE_TEMPLATE/bug_report.yaml b/.github/ISSUE_TEMPLATE/bug_report.yaml
@@ -55,15 +55,15 @@ body:
     id: debug-log
     attributes:
       label: "Debug log"
-      description: "Run code with debug logging enabled and post the full output. IMPORTANT INSTRUCTIONS: https://github.com/ranaroussi/yfinance/tree/main#logging"
+      description: "Run code with debug logging enabled - `yf.enable_debug_mode()` - and post the full output. Context: https://github.com/ranaroussi/yfinance/tree/main#logging"
     validations:
       required: true
 
   - type: textarea
     id: bad-data-proof
     attributes:
       label: "Bad data proof"
-      description: "If you think `yfinance` returning bad data, provide your proof here."
+      description: "If `yfinance` returning bad data, show proof here. Best is screenshot of finance.yahoo.com"
     validations:
       required: false
 

diff --git a/.github/workflows/python-publish.yml b/.github/workflows/python-publish.yml
@@ -13,7 +13,7 @@ jobs:
     runs-on: ubuntu-latest
 
     steps:
-    - uses: actions/checkout@v3
+    - uses: actions/checkout@v4
     - name: Set up Python
       uses: actions/setup-python@v4
       with:

diff --git a/CHANGELOG.rst b/CHANGELOG.rst
@@ -1,6 +1,32 @@
 Change Log
 ===========
 
+0.2.44
+------
+Features:
+- fetch funds #2041
+- fetch sector & industry #2058
+Fixes:
+- improve dividend repair #2062
+
+0.2.43
+------
+Fix price-repair bug introduced in 0.2.42 #2036
+
+0.2.42
+------
+Features:
+- fetch SEC filings #2009
+- fetch analysis #2023 @Fidasek009
+- price repair extended to dividends & adjust #2031
+Fixes:
+- fix error on empty options chain #1995 @stevenbischoff
+- use dict.get() to safely access key in Holders #2013 @ericpien
+- fix datetime conversion with mixed timezones when ignore_tz is False #2016 @mreiche
+- handle faulty response object when getting news. #2021 @ericpien
+Maintenance:
+- prices: improve exceptions and logging #2000
+
 0.2.41
 ------
 Improvements:

diff --git a/README.md b/README.md
@@ -121,7 +121,7 @@ msft.insider_transactions
 msft.insider_purchases
 msft.insider_roster_holders
 
-msfs.sustainability
+msft.sustainability
 
 # show recommendations
 msft.recommendations
@@ -156,6 +156,31 @@ opt = msft.option_chain('YYYY-MM-DD')
 # data available via: opt.calls, opt.puts
 ```
 
+For tickers that are ETFs/Mutual Funds, `Ticker.funds_data` provides access to fund related data. 
+
+Funds' Top Holdings and other data with category average is returned as `pd.DataFrame`.
+
+```python
+import yfinance as yf
+spy = yf.Ticker('SPY')
+data = spy.funds_data
+
+# show fund description
+data.description
+
+# show operational information
+data.fund_overview
+data.fund_operations
+
+# show holdings related information
+data.asset_classes
+data.top_holdings
+data.equity_holdings
+data.bond_holdings
+data.bond_ratings
+data.sector_weightings
+```
+
 If you want to use a proxy server for downloading data, use:
 
 ```python
@@ -198,6 +223,55 @@ data = yf.download("SPY AAPL", period="1mo")
 
 #### `yf.download()` and `Ticker.history()` have many options for configuring fetching and processing. [Review the Wiki](https://github.com/ranaroussi/yfinance/wiki) for more options and detail.
 
+### Sector and Industry
+
+The `Sector` and `Industry` modules allow you to access the US market information.
+
+To initialize, use the relevant sector or industry key as below. (Complete mapping of the keys is available in `const.py`.)
+
+```python
+import yfinance as yf
+
+tech = yf.Sector('technology')
+software = yf.Industry('software-infrastructure')
+
+# Common information
+tech.key
+tech.name
+tech.symbol
+tech.ticker
+tech.overview
+tech.top_companies
+tech.research_reports
+
+# Sector information
+tech.top_etfs
+tech.top_mutual_funds
+tech.industries
+
+# Industry information
+software.sector_key
+software.sector_name
+software.top_performing_companies
+software.top_growth_companies
+```
+
+The modules can be chained with Ticker as below.
+```python
+import yfinance as yf
+
+# Ticker to Sector and Industry
+msft = yf.Ticker('MSFT')
+tech = yf.Sector(msft.info.get('sectorKey'))
+software = yf.Industry(msft.info.get('industryKey'))
+
+# Sector and Industry to Ticker
+tech_ticker = tech.ticker
+tech_ticker.info
+software_ticker = software.ticker
+software_ticker.history()
+```
+
 ### Logging
 
 `yfinance` now uses the `logging` module to handle messages, default behaviour is only print errors. If debugging, use `yf.enable_debug_mode()` to switch logging to debug with custom formatting.

diff --git a/meta.yaml b/meta.yaml
@@ -1,5 +1,5 @@
 {% set name = "yfinance" %}
-{% set version = "0.2.41" %}
+{% set version = "0.2.44" %}
 
 package:
   name: "{{ name|lower }}"

diff --git a/tests/data/1398-HK-1d-bad-div-fixed.csv b/tests/data/1398-HK-1d-bad-div-fixed.csv
diff --git a/tests/data/1398-HK-1d-bad-div.csv b/tests/data/1398-HK-1d-bad-div.csv
diff --git a/tests/data/3988-HK-1d-bad-div-fixed.csv b/tests/data/3988-HK-1d-bad-div-fixed.csv
diff --git a/tests/data/3988-HK-1d-bad-div.csv b/tests/data/3988-HK-1d-bad-div.csv
diff --git a/tests/data/4063-T-1d-bad-div-fixed.csv b/tests/data/4063-T-1d-bad-div-fixed.csv
diff --git a/tests/data/4063-T-1d-bad-div.csv b/tests/data/4063-T-1d-bad-div.csv
diff --git a/tests/data/ABDP-L-1d-bad-div-fixed.csv b/tests/data/ABDP-L-1d-bad-div-fixed.csv
diff --git a/tests/data/ABDP-L-1d-bad-div.csv b/tests/data/ABDP-L-1d-bad-div.csv
diff --git a/tests/data/ADIG-L-1d-bad-div-fixed.csv b/tests/data/ADIG-L-1d-bad-div-fixed.csv
diff --git a/tests/data/ADIG-L-1d-bad-div.csv b/tests/data/ADIG-L-1d-bad-div.csv
diff --git a/tests/data/AET-L-1d-100x-error-fixed.csv b/tests/data/AET-L-1d-100x-error-fixed.csv
@@ -1,24 +1,24 @@
 Date,Open,High,Low,Close,Adj Close,Volume,Dividends,Stock Splits
-2022-06-06 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-06-01 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-31 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-30 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-27 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-26 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-25 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-24 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-23 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-20 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-19 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-18 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,532454,0,0
-2022-05-17 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-16 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-13 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-12 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-11 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-10 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-09 00:00:00+01:00,0.1455,0.1455,0.1455,0.1455,0.1455,0,0,0
-2022-05-06 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-05 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-04 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
-2022-05-03 00:00:00+01:00,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0.145500004291534,0,0,0
+2022-06-06 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-06-01 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-31 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-30 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-27 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-26 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-25 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-24 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-23 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-20 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-19 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-18 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,532454,0,0
+2022-05-17 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-16 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-13 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-12 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-11 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-10 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-09 00:00:00+01:00,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,14.5500001907349,0,0,0
+2022-05-06 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-05 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-04 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
+2022-05-03 00:00:00+01:00,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,14.5500004291534,0,0,0
diff --git a/tests/data/AET-L-1wk-100x-error-fixed.csv.old b/tests/data/AET-L-1wk-100x-error-fixed.csv.old
diff --git a/tests/data/AET-L-1wk-100x-error.csv.old b/tests/data/AET-L-1wk-100x-error.csv.old