- vendors/yahoo: ohlcv (loader and cache), market (prices, indicators), fundamentals (profile, statements, insider), news, snapshot
- vendors/alpha_vantage is a package; sec_edgar, fred, polymarket, reddit and stocktwits sit beside it
- the one-method StockstatsUtils class is a function; the duplicate Yahoo host constant is gone
- tests are named after the modules they cover: test_ohlcv_date_column, test_yahoo_snapshot, and the ohlcv and snapshot aliases
- annual columns are the periods an annual report covers, so 10-Q balances and twelve-month totals no longer read as fiscal years
- a value is still the latest filing of any form, so a later recast counts from its filing date
- statements are limited to facts filed by the run's date, at the values filed then
- quarterly figures are picked by span, so a year to date total is not read as a quarter
- a fourth quarter is reported unavailable rather than derived
- opt in with sec_edgar in the fundamental_data chain; a non-filer falls through
Yijia-Xiao
David Arias, CFA