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OpenBB/openbb_platform/extensions/equity/integration/test_equity_api.py
Danglewood 6a23408dd9 [Feature] Standardized Financial Statements From SEC Company Facts API (#7416) 
* add standardized financial statements to sec provider

* codespell

* add type annotation to json_schema_extra dict

* test params

* mypy

* pylint

* if no actual quarterly data is reported by 20/40-F, raise an error when requesting it

* Fix D&A parent double count rollups

* some updates

* codespell

* breakout statement_schema into smaller files

* balance sheet ordering

* reorganize the results metadata output to OBBject

* unused import

* restore sec_filing.py file - not in scope

* organize imports

* AdjustmentsNoncashItemsToReconcileNetIncomeLossToCashProvidedByUsedInOperatingActivitiesOther

* fix docstring

* linter

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2026-05-06 01:21:55 +00:00

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"""API integration tests for equity extension."""
import base64
import pytest
import requests
from openbb_core.env import Env
from openbb_core.provider.utils.helpers import get_querystring
# pylint: disable=too-many-lines,redefined-outer-name
@pytest.fixture(scope="session")
def headers():
"""Get the headers for the API request."""
userpass = f"{Env().API_USERNAME}:{Env().API_PASSWORD}"
userpass_bytes = userpass.encode("ascii")
base64_bytes = base64.b64encode(userpass_bytes)
return {"Authorization": f"Basic {base64_bytes.decode('ascii')}"}
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"period": "annual",
"fiscal_year": None,
"limit": 2,
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "yfinance",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_balance(params, headers):
"""Test the equity fundamental balance endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/balance?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"}),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_balance_growth(params, headers):
"""Test the equity fundamental balance growth endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/balance_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"start_date": "2023-11-05", "end_date": "2023-11-10", "provider": "fmp"}),
({"start_date": "2023-11-05", "end_date": "2023-11-10", "provider": "nasdaq"}),
],
)
@pytest.mark.integration
def test_equity_calendar_dividend(params, headers):
"""Test the equity calendar dividend endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/dividend?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"start_date": "2023-11-05", "end_date": "2023-11-10", "provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_calendar_splits(params, headers):
"""Test the equity calendar splits endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/splits?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"start_date": "2023-11-09", "end_date": "2023-11-10", "provider": "fmp"}),
({"start_date": "2023-11-09", "end_date": "2023-11-10", "provider": "nasdaq"}),
({"start_date": "2023-11-09", "end_date": "2023-11-10", "provider": "tmx"}),
(
{
"start_date": None,
"end_date": None,
"provider": "seeking_alpha",
"country": "us",
}
),
],
)
@pytest.mark.integration
def test_equity_calendar_earnings(params, headers):
"""Test the equity calendar earnings endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/earnings?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"provider": "intrinio",
"symbol": "AAPL",
"period": "ttm",
"fiscal_year": 2015,
"limit": 4,
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "yfinance",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_cash(params, headers):
"""Test the equity fundamental cash endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/cash?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "limit": 10, "provider": "fmp", "period": "annual"}),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_cash_growth(params, headers):
"""Test the equity fundamental cash growth endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/cash_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"year": 2022,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"provider": "fmp",
"year": None,
}
),
(
{
"symbol": "AAPL,MSFT",
"provider": "fmp",
"year": None,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_management_compensation(params, headers):
"""Test the equity fundamental management compensation endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/management_compensation?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "provider": "fmp"}],
)
@pytest.mark.integration
def test_equity_fundamental_historical_splits(params, headers):
"""Test the equity fundamental historical splits endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/historical_splits?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"limit": 100,
"provider": "intrinio",
}
),
({"symbol": "RY", "provider": "tmx"}),
(
{
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"provider": "fmp",
"limit": None,
}
),
(
{
"symbol": "AAPL",
"limit": 3,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"provider": "fmp",
"limit": None,
}
),
(
{
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"provider": "nasdaq",
}
),
(
{
"symbol": "AAPL",
"provider": "yfinance",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_dividends(params, headers):
"""Test the equity fundamental dividends endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/dividends?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"provider": "fmp",
"start_date": None,
"end_date": None,
"limit": None,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_employee_count(params, headers):
"""Test the equity fundamental employee count endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/employee_count?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL,MSFT", "period": "annual", "limit": 30}],
)
@pytest.mark.integration
def test_equity_estimates_historical(params, headers):
"""Test the equity estimates historical endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/historical?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL,MSFT",
"fiscal_period": "fy",
"fiscal_year": None,
"calendar_year": None,
"calendar_period": None,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL,BAM:CA",
"period": "annual",
"provider": "seeking_alpha",
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_forward_sales(params, headers):
"""Test the equity estimates forward sales endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/forward_sales?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL,MSFT",
"fiscal_period": "fy",
"fiscal_year": None,
"calendar_year": None,
"calendar_period": None,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL,MSFT",
"fiscal_period": "annual",
"limit": None,
"include_historical": False,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL,BAM:CA",
"period": "annual",
"provider": "seeking_alpha",
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_forward_eps(params, headers):
"""Test the equity estimates forward EPS endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/forward_eps?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "period": "annual", "limit": 12, "provider": "fmp"}),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"period": "ytd",
"fiscal_year": 2020,
"limit": 4,
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 12,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "yfinance",
}
),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_income(params, headers):
"""Test the equity fundamental income endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/income?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "limit": 10, "period": "annual", "provider": "fmp"}),
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 5,
"provider": "sec",
"use_cache": True,
"include_preliminary": True,
"pit_mode": True,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_income_growth(params, headers):
"""Test the equity fundamental income growth endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/income_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "RY",
"provider": "tmx",
"limit": 0,
}
),
(
{
"provider": "fmp",
"symbol": "AAPL",
"limit": 10,
"transaction_type": None,
"statistics": False,
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"limit": 10,
"start_date": "2021-01-01",
"end_date": "2023-06-06",
"ownership_type": None,
"sort_by": "updated_on",
}
),
(
{
"provider": "sec",
"symbol": "AAPL",
"limit": 10,
"start_date": "2024-06-30",
"end_date": "2024-09-30",
"use_cache": True,
}
),
],
)
@pytest.mark.integration
def test_equity_ownership_insider_trading(params, headers):
"""Test the equity ownership insider trading endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/insider_trading?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"year": 2024,
"quarter": 4,
"provider": "fmp",
}
),
# Disabled due to unreliable Intrinio endpoint
# (
# {
# "provider": "intrinio",
# "symbol": "AAPL",
# "limit": 100,
# }
# ),
],
)
@pytest.mark.integration
def test_equity_ownership_institutional(params, headers):
"""Test the equity ownership institutional endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/institutional?{query_str}"
result = requests.get(url, headers=headers, timeout=20)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": None,
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"limit": 100,
"provider": "intrinio",
}
),
(
{
"start_date": "2023-01-01",
"end_date": "2023-11-01",
"status": "priced",
"provider": "nasdaq",
"is_spo": False,
}
),
(
{
"start_date": "2023-01-01",
"end_date": "2023-11-01",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_calendar_ipo(params, headers):
"""Test the equity calendar IPO endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/ipo?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"provider": "fmp",
"symbol": "AAPL",
"period": "annual",
"limit": 2,
"ttm": "include",
}
),
({"provider": "intrinio", "symbol": "AAPL"}),
({"provider": "yfinance", "symbol": "AAPL"}),
({"provider": "finviz", "symbol": "AAPL,GOOG"}),
],
)
@pytest.mark.integration
def test_equity_fundamental_metrics(params, headers):
"""Test the equity fundamental metrics endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/metrics?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL", "provider": "yfinance"}),
],
)
@pytest.mark.integration
def test_equity_fundamental_management(params, headers):
"""Test the equity fundamental management endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/management?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"year": 2024,
"quarter": 1,
"page": None,
"limit": None,
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_ownership_major_holders(params, headers):
"""Test the equity ownership major holders endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/major_holders?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "limit": 10, "provider": "fmp"}),
({"symbol": "AAPL", "provider": "finviz"}),
(
{
"symbol": "AAPL",
"limit": 10,
"provider": "benzinga",
# optional provider params
"fields": None,
"date": None,
"start_date": None,
"end_date": None,
"importance": None,
"updated": None,
"action": None,
"analyst_ids": None,
"firm_ids": None,
"page": 0,
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_price_target(params, headers):
"""Test the equity estimates price target endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/price_target?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"limit": 10,
"provider": "benzinga",
# optional provider params
"fields": None,
"analyst_ids": None,
"firm_ids": None,
"firm_name": "Barclays",
"analyst_name": None,
"page": 0,
}
),
(
{
"limit": 3,
"provider": "benzinga",
# optional provider params
"fields": None,
"analyst_ids": None,
"firm_ids": None,
"firm_name": "Barclays,Credit Suisse",
"analyst_name": None,
"page": 1,
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_analyst_search(params, headers):
"""Test the equity estimates analyst search endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/analyst_search?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL,AMZN,RELIANCE.NS", "provider": "yfinance"}),
({"symbol": "TD:US", "provider": "tmx"}),
(
{
"symbol": "AAPL,MSFT",
"industry_group_number": None,
"provider": "intrinio",
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_consensus(params, headers):
"""Test the equity estimates consensus endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/consensus?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"period": "annual",
"limit": 2,
"ttm": "include",
"provider": "fmp",
}
),
(
{
"symbol": "AAPL",
"period": "ttm",
"fiscal_year": 2019,
"limit": 4,
"provider": "intrinio",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_ratios(params, headers):
"""Test the equity fundamental ratios endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/ratios?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "period": "annual", "provider": "fmp"}],
)
@pytest.mark.integration
def test_equity_fundamental_revenue_per_geography(params, headers):
"""Test the equity fundamental revenue per geography endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/revenue_per_geography?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "period": "annual", "provider": "fmp"}],
)
@pytest.mark.integration
def test_equity_fundamental_revenue_per_segment(params, headers):
"""Test the equity fundamental revenue per segment endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/fundamental/revenue_per_segment?{query_str}"
)
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"form_type": "144",
"limit": 100,
"provider": "fmp",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"start_date": "2021-01-01",
"end_date": "2023-01-01",
"form_type": "4",
"limit": 100,
"thea_enabled": None,
}
),
(
{
"symbol": "AAPL",
"limit": 3,
"form_type": "8-K",
"start_date": None,
"end_date": None,
"cik": None,
"provider": "sec",
"use_cache": False,
}
),
(
{
"cik": "0001067983",
"limit": 3,
"form_type": "10-Q",
"symbol": None,
"start_date": None,
"end_date": None,
"provider": "sec",
"use_cache": False,
}
),
(
{
"provider": "tmx",
"symbol": "IBM:US",
"start_date": "2023-09-30",
"end_date": "2023-12-31",
}
),
(
{
"provider": "nasdaq",
"symbol": "AAPL",
"form_group": "annual",
"year": 2024,
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_filings(params, headers):
"""Test the equity fundamental filings endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/filings?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL", "provider": "intrinio"}),
({"symbol": "AAPL", "provider": "yfinance"}),
],
)
@pytest.mark.integration
def test_equity_ownership_share_statistics(params, headers):
"""Test the equity ownership share statistics endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/share_statistics?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "year": 2023, "quarter": 2, "provider": "fmp"}],
)
@pytest.mark.integration
def test_equity_fundamental_transcript(params, headers):
"""Test the equity fundamental transcript endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/transcript?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL"}],
)
@pytest.mark.integration
def test_equity_compare_peers(params, headers):
"""Test the equity compare peers endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/compare/peers?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"group": "country", "metric": "overview", "provider": "finviz"}],
)
@pytest.mark.integration
def test_equity_compare_groups(params, headers):
"""Test the equity compare groups endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/compare/groups?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"adjustment": "unadjusted",
"extended_hours": True,
"provider": "alpha_vantage",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "15m",
}
),
(
{
"provider": "cboe",
"symbol": "AAPL",
"start_date": None,
"end_date": None,
"interval": "1m",
"use_cache": False,
}
),
(
{
"provider": "cboe",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
"use_cache": False,
}
),
(
{
"provider": "fmp",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
"adjustment": "splits_only",
}
),
(
{
"interval": "1h",
"provider": "fmp",
"symbol": "AAPL,MSFT",
"start_date": None,
"end_date": None,
"adjustment": None,
}
),
(
{
"timezone": "UTC",
"source": "realtime",
"start_time": None,
"end_time": None,
"provider": "intrinio",
"symbol": "AAPL",
"start_date": "2023-06-01",
"end_date": "2023-06-03",
"interval": "1h",
}
),
(
{
"timezone": None,
"source": "delayed",
"start_time": None,
"end_time": None,
"provider": "intrinio",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"extended_hours": False,
"include_actions": False,
"adjustment": "splits_only",
"provider": "yfinance",
"symbol": "AAPL",
"start_date": None,
"end_date": None,
"interval": "1h",
}
),
(
{
"extended_hours": False,
"include_actions": True,
"adjustment": "splits_only",
"provider": "yfinance",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"provider": "tiingo",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1d",
}
),
(
{
"provider": "tiingo",
"symbol": "AAPL",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1M",
}
),
(
{
"provider": "tradier",
"symbol": "AAPL,MSFT",
"start_date": "2023-01-01",
"end_date": "2023-06-06",
"interval": "1M",
"extended_hours": False,
}
),
(
{
"provider": "tradier",
"symbol": "AAPL,MSFT",
"start_date": None,
"end_date": None,
"interval": "15m",
"extended_hours": False,
}
),
(
{
"provider": "tmx",
"symbol": "AAPL:US",
"start_date": "2023-01-01",
"end_date": "2023-12-31",
"interval": "1d",
"adjustment": "splits_only",
}
),
],
)
@pytest.mark.integration
def test_equity_price_historical(params, headers):
"""Test the equity price historical endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/historical?{query_str}"
result = requests.get(url, headers=headers, timeout=40)
result = requests.get(url, headers=headers, timeout=40)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"query": "ebit", "limit": 100, "provider": "intrinio"}),
],
)
@pytest.mark.integration
def test_equity_fundamental_search_attributes(params, headers):
"""Test the equity fundamental search attributes endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/search_attributes?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ebit",
"frequency": "yearly",
"limit": 1000,
"tag_type": None,
"start_date": "2013-01-01",
"end_date": "2023-01-01",
"sort": "desc",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ebit,ebitda,marketcap",
"frequency": "yearly",
"limit": 1000,
"tag_type": None,
"start_date": "2013-01-01",
"end_date": "2023-01-01",
"sort": "desc",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": ["ebit", "ebitda", "marketcap"],
"frequency": "yearly",
"limit": 1000,
"tag_type": None,
"start_date": "2013-01-01",
"end_date": "2023-01-01",
"sort": "desc",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL,MSFT",
"tag": "ebit,ebitda,marketcap",
"frequency": "yearly",
"limit": 1000,
"tag_type": None,
"start_date": "2013-01-01",
"end_date": "2023-01-01",
"sort": "desc",
}
),
(
{
"provider": "intrinio",
"symbol": ["AAPL", "MSFT"],
"tag": ["ebit", "ebitda", "marketcap"],
"frequency": "yearly",
"limit": 1000,
"tag_type": None,
"start_date": "2013-01-01",
"end_date": "2023-01-01",
"sort": "desc",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_historical_attributes(params, headers):
"""Test the equity fundamental historical attributes endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/historical_attributes?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ceo",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ebitda",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": "ceo,ebitda",
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL",
"tag": ["ceo", "ebitda"],
}
),
(
{
"provider": "intrinio",
"symbol": "AAPL,MSFT",
"tag": ["ceo", "ebitda"],
}
),
(
{
"provider": "intrinio",
"symbol": ["AAPL", "MSFT"],
"tag": ["ceo", "ebitda"],
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_latest_attributes(params, headers):
"""Test the equity fundamental latest attributes endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/latest_attributes?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"query": "AAPl", "is_symbol": True, "provider": "cboe", "use_cache": False}),
({"query": "Apple", "provider": "sec", "use_cache": False, "is_fund": False}),
({"query": "", "provider": "nasdaq", "is_etf": True}),
({"query": "gold", "provider": "tmx", "use_cache": False}),
({"query": "gold", "provider": "tradier", "is_symbol": False}),
(
{
"query": "gold",
"provider": "intrinio",
"active": True,
"limit": 100,
}
),
],
)
@pytest.mark.integration
def test_equity_search(params, headers):
"""Test the equity search endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/search?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"industry": "REIT",
"sector": "real_estate",
"mktcap_min": None,
"mktcap_max": None,
"price_min": None,
"price_max": None,
"volume_min": None,
"volume_max": None,
"dividend_min": None,
"dividend_max": None,
"is_active": True,
"is_etf": False,
"beta_min": None,
"beta_max": None,
"country": "US",
"exchange": "nyse",
"limit": None,
"provider": "fmp",
}
),
(
{
"sector": "consumer_staples,consumer_discretionary",
"exchange": "all",
"exsubcategory": "all",
"region": "all",
"country": "all",
"mktcap": "large",
"recommendation": "all",
"limit": None,
"provider": "nasdaq",
}
),
(
{
"metric": "overview",
"signal": None,
"preset": None,
"filters_dict": None,
"sector": "consumer_defensive",
"industry": "grocery_stores",
"index": "all",
"exchange": "all",
"mktcap": "all",
"recommendation": "all",
"limit": None,
"provider": "finviz",
}
),
(
{
"country": "us",
"sector": "consumer_cyclical",
"industry": "auto_manufacturers",
"exchange": None,
"mktcap_min": 60000000000,
"mktcap_max": None,
"price_min": 10,
"price_max": None,
"volume_min": 5000000,
"volume_max": None,
"beta_min": None,
"beta_max": None,
"provider": "yfinance",
"limit": 200,
}
),
],
)
@pytest.mark.integration
def test_equity_screener(params, headers):
"""Test the equity screener endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/screener?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"source": "iex", "provider": "intrinio", "symbol": "AAPL"}),
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL", "provider": "cboe", "use_cache": False}),
({"symbol": "AAPL", "provider": "yfinance"}),
({"symbol": "AAPL:US", "provider": "tmx"}),
({"symbol": "AAPL,MSFT", "provider": "tradier"}),
],
)
@pytest.mark.integration
def test_equity_price_quote(params, headers):
"""Test the equity price quote endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/quote?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "MSFT", "provider": "intrinio"}),
({"symbol": "AAPL,MSFT", "provider": "intrinio"}),
({"symbol": "AAPL,MSFT", "provider": "finviz"}),
({"symbol": "AAPL,MSFT", "provider": "yfinance"}),
({"provider": "tmx", "symbol": "AAPL:US"}),
({"symbol": "AAPL,MSFT", "provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_profile(params, headers):
"""Test the equity profile endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/profile?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"sort": "desc", "provider": "yfinance", "limit": 10}),
({"provider": "tmx", "category": "52w_high"}),
({"provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_discovery_gainers(params, headers):
"""Test the equity discovery gainers endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/gainers?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"sort": "desc", "provider": "yfinance", "limit": 10}),
({"provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_discovery_losers(params, headers):
"""Test the equity discovery losers endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/losers?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"sort": "desc", "provider": "yfinance", "limit": 10}),
({"provider": "fmp"}),
],
)
@pytest.mark.integration
def test_equity_discovery_active(params, headers):
"""Test the equity discovery active endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/active?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "provider": "fmp"}),
({"symbol": "AAPL,MSFT", "provider": "finviz"}),
],
)
@pytest.mark.integration
def test_equity_price_performance(params, headers):
"""Test the equity price performance endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/price/performance?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"sort": "desc", "provider": "yfinance", "limit": 10}],
)
@pytest.mark.integration
def test_equity_discovery_undervalued_large_caps(params, headers):
"""Test the equity discovery undervalued large caps endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/undervalued_large_caps?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"sort": "desc", "provider": "yfinance", "limit": 10}],
)
@pytest.mark.integration
def test_equity_discovery_undervalued_growth(params, headers):
"""Test the equity discovery undervalued growth endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/undervalued_growth?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"sort": "desc", "provider": "yfinance", "limit": 10}],
)
@pytest.mark.integration
def test_equity_discovery_aggressive_small_caps(params, headers):
"""Test the equity discovery aggressive small caps endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/discovery/aggressive_small_caps?{query_str}"
)
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"sort": "desc", "provider": "yfinance", "limit": 10}],
)
@pytest.mark.integration
def test_equity_discovery_growth_tech(params, headers):
"""Test the equity discovery growth tech endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/growth_tech?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"limit": 10, "provider": "nasdaq"}],
)
@pytest.mark.integration
def test_equity_discovery_top_retail(params, headers):
"""Test the equity discovery top retail endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/top_retail?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"start_date": None,
"end_date": None,
"limit": 10,
"form_type": None,
"provider": "fmp",
}
),
(
{
"start_date": "2023-11-06",
"end_date": "2023-11-07",
"limit": 50,
"form_type": "10-Q",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_discovery_filings(params, headers):
"""Test the equity discovery filings endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/filings?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL"}),
(
{
"limit": 24,
"provider": "sec",
"symbol": "AAPL",
"skip_reports": 1,
"use_cache": False,
}
),
],
)
@pytest.mark.integration
def test_equity_shorts_fails_to_deliver(params, headers):
"""Test the equity shorts fails to deliver endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/shorts/fails_to_deliver?{query_str}"
result = requests.get(url, headers=headers, timeout=20)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "provider": "stockgrid"}],
)
@pytest.mark.integration
def test_equity_shorts_short_volume(params, headers):
"""Test the equity shorts short volume endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/shorts/short_volume?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"symbol": "AAPL", "provider": "finra"}],
)
@pytest.mark.integration
def test_equity_shorts_short_interest(params, headers):
"""Test the equity shorts short interest endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/shorts/short_interest?{query_str}"
result = requests.get(url, headers=headers, timeout=60)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL"}),
({"tier": "T1", "is_ats": True, "provider": "finra", "symbol": "AAPL"}),
],
)
@pytest.mark.integration
def test_equity_darkpool_otc(params, headers):
"""Test the equity darkpool otc endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/darkpool/otc?{query_str}"
try:
result = requests.get(url, headers=headers, timeout=30)
except requests.exceptions.Timeout:
pytest.skip("Timeout: `equity/darkpool/otc` took too long to respond.")
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"provider": "fmp", "market": "euronext"}),
({"provider": "intrinio", "date": "2022-06-30"}),
],
)
@pytest.mark.integration
def test_equity_market_snapshots(params, headers):
"""Test the equity market snapshots endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/market_snapshots?{query_str}"
result = requests.get(url, headers=headers, timeout=20)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
({"symbol": "AAPL", "limit": 5, "provider": "fmp"}),
(
{
"symbol": "AAPL",
"period": "quarter",
"limit": 5,
"provider": "alpha_vantage",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_historical_eps(params, headers):
"""Test the equity fundamental historical eps endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/historical_eps?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[{"provider": "tiingo", "symbol": "AAPL", "limit": 10}],
)
@pytest.mark.integration
def test_equity_fundamental_trailing_dividend_yield(params, headers):
"""Test the equity fundamental trailing dividend yield endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/trailing_dividend_yield?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"statement_type": "income",
"period": "quarter",
"limit": 5,
"fiscal_year": None,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"statement_type": "cash",
"period": "annual",
"limit": 1,
"fiscal_year": 2015,
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL",
"statement_type": "balance",
"period": "annual",
"fiscal_year": None,
"limit": 10,
"provider": "intrinio",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_reported_financials(params, headers):
"""Test the equity fundamental reported financials endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = (
f"http://0.0.0.0:8000/api/v1/equity/fundamental/reported_financials?{query_str}"
)
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "NVDA",
"date": None,
"limit": 1,
"provider": "sec",
}
),
],
)
@pytest.mark.integration
def test_equity_ownership_form_13f(params, headers):
"""Test the equity ownership form 13f endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/form_13f?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "NVDA,MSFT",
"provider": "intrinio",
}
),
(
{
"symbol": None,
"provider": "intrinio",
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_forward_pe(params, headers):
"""Test the equity estimates forward_pe endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/forward_pe?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL,MSFT",
"fiscal_period": "quarter",
"provider": "intrinio",
}
),
(
{
"symbol": "AAPL,MSFT",
"fiscal_period": "annual",
"limit": None,
"include_historical": False,
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_estimates_forward_ebitda(params, headers):
"""Test the equity estimates forward_ebitda endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/estimates/forward_ebitda?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"provider": "sec",
"symbol": "NVDA,AAPL,AMZN,MSFT,GOOG,SMCI",
"fact": "RevenueFromContractWithCustomerExcludingAssessedTax",
"year": 2024,
"fiscal_period": None,
"instantaneous": False,
"use_cache": False,
}
),
(
{
"provider": "sec",
"symbol": None,
"fact": None,
"year": None,
"fiscal_period": None,
"instantaneous": False,
"use_cache": False,
}
),
],
)
@pytest.mark.integration
def test_equity_compare_company_facts(params, headers):
"""Test the equity compare company_facts endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/compare/company_facts?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL,MSFT",
"start_date": None,
"end_date": None,
"provider": "fmp",
}
),
(
{
"symbol": "AAPL,MSFT",
"start_date": None,
"end_date": None,
"provider": "intrinio",
"interval": "week",
}
),
],
)
@pytest.mark.integration
def test_equity_historical_market_cap(params, headers):
"""Test the equity historical market cap endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/historical_market_cap?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"date": None,
"report_type": None,
"provider": "sec",
}
),
],
)
@pytest.mark.integration
def test_equity_discovery_latest_financial_reports(params, headers):
"""Test the equity discovery latest financial reports endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/discovery/latest_financial_reports?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"chamber": "all",
"symbol": "AAPL",
"provider": "fmp",
"limit": None,
}
),
(
{
"symbol": None,
"chamber": "all",
"limit": 300,
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_ownership_government_trades(params, headers):
"""Test the equity ownership government trades endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/ownership/government_trades?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"calendar_year": 2024,
"calendar_period": "Q2",
"include_tables": True,
"use_cache": True,
"raw_html": False,
"provider": "sec",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_management_discussion_analysis(params, headers):
"""Test the equity fundamental management discussion analysis endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/management_discussion_analysis?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"start_date": "2024-01-07",
"end_date": "2024-01-10",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_calendar_events(params, headers):
"""Test the equity calendar events endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/calendar/events?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
@pytest.mark.parametrize(
"params",
[
(
{
"symbol": "AAPL",
"provider": "fmp",
}
),
],
)
@pytest.mark.integration
def test_equity_fundamental_esg_score(params, headers):
"""Test the equity fundamental esg score endpoint."""
params = {p: v for p, v in params.items() if v}
query_str = get_querystring(params, [])
url = f"http://0.0.0.0:8000/api/v1/equity/fundamental/esg_score?{query_str}"
result = requests.get(url, headers=headers, timeout=10)
assert isinstance(result, requests.Response)
assert result.status_code == 200
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