eodhd.rb 0.17.0 → 0.18.0

checksums.yaml

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data/CHANGELOG

@@ -0,0 +1,94 @@
+# eodhd.rb/CHANGELOG
+
+## [0.18.0] - 2026-03-20, + fundamentals endpoint
+- + Eodhd::Fundamentals: Model for fundamental data with typed sub-objects.
+- + Eodhd::Fundamentals::General
+- + Eodhd::Fundamentals::Highlights
+- + Eodhd::Fundamentals::Valuation
+- + Eodhd::Fundamentals::SharesStats
+- + Eodhd::Fundamentals::Technicals
+- + Eodhd::Fundamentals::SplitsDividends
+- + Eodhd::Fundamentals::AnalystRatings
+- + Eodhd::Fundamentals::Holders
+- + Eodhd::Fundamentals::ESGScores
+- + Eodhd::Fundamentals::Earnings
+- + Eodhd::Fundamentals::Financials
+- + Eodhd::Fundamentals::Financials::Statement
+- + Eodhd::Client#fundamentals: Fetch fundamental data for a symbol.
+- + Eodhd#fundamentals: Facade method for fundamental data.
+- + test/Eodhd/Fundamentals_test.rb
+- ~ test/Eodhd/Client_test.rb: + tests for fundamentals endpoint.
+- ~ test/Eodhd_test.rb: + test for fundamentals facade method.
+- ~ test/helper.rb: + require 'minitest/mock' for minitest 6 compatibility.
+- ~ Eodhd: Move initialize, web_socket, stream to private.
+- ~ Eodhd: + safe navigation (&.) on exchange and exchange_symbol across all methods.
+- ~ Eodhd#intraday: + exchange_symbol argument.
+- ~ Eodhd#intraday: - default exchange_code of 'US'
+- ~ test/: Reorganise test files into test/Eodhd/ subdirectory.
+- - test/test_all.rb: Previously replaced by Rakefile.
+- /CHANGELOG.txt/CHANGELOG/
+- + LICENSE: MIT License.
+- ~ README.md: Rewrite with intraday, fundamentals, and WebSocket documentation.
+
+## [0.17.0] - 2025-10-05, + intraday endpoint
+- + Eodhd::Intraday: Model for intraday data.
+- + Eodhd::Client#intraday: Fetch intraday data for US stocks.
+- + Eodhd#intraday: Facade method for intraday data.
+- + Eodhd::Validations#validate_interval: Validation of intraday intervals (1m, 5m, 15m, 30m, 1h, 4h, 1d, 1w, 1mo).
+- ~ Eodhd::Validations#validate_arguments: + interval argument.
+- ~ test/validations_test.rb: + tests for validate_interval.
+- ~ test/client_test.rb: + tests for intraday endpoint.
+- ~ test/eodhd_test.rb: + tests for intraday facade method.
+
+## [0.16.0] - 2025-10-05, + automated tests, + DefaultLogger, fix WebSocket bugs, improve validations
+- + Eodhd::DefaultLogger: A shared logger for Client and WebSocketClient.
+- ~ Eodhd::Client: Use DefaultLogger.
+- ~ Eodhd::Client#initialize: + logger, use_default_logger arguments.
+- + Eodhd::Client#use_logging?
+- ~ Eodhd::Validations: Move validate_arguments() from Client to Validations.
+- ~ Eodhd::Validations: Remove ! from all validation methods (validate_exchange_code, validate_symbol, etc).
+- ~ Eodhd::WebSocketClient: Use DefaultLogger, add logger attribute.
+- ~ Eodhd::WebSocketClient#initialize: + logger, use_default_logger arguments.
+- + Eodhd::WebSocketClient#use_logging?: Check if logging is enabled.
+- ~ Eodhd::WebSocketClient::Handler: Remove duplicate logger code.
+- ~ Eodhd::WebSocketClient::Handler#initialize: + logger argument.
+- ~ Eodhd::WebSocketClient::Handler#handle_response: Fix JSON parsing with proper StandardError rescue.
+- ~ Eodhd::WebSocketClient::Handler#log_error: Use instance logger with use_logging? check.
+- + test/validations_test.rb: Comprehensive validation tests with edge cases.
+- + test/client_test.rb: REST client tests with VCR for all endpoints.
+- + test/eodhd_test.rb: Facade delegation tests.
+- + test/web_socket_client_test.rb: WebSocket client tests with stubbed Iodine.
+- + test/helper.rb: VCR configuration with WebMock.
+- ~ eodhd.gemspec: Add iodine as runtime dependency.
+- ~ .gitignore: + Gemfile.lock.
+
+## [0.15.0] - 2025-09-16, Add validations, response logging, a version constant, and CHANGELOG.
+- + Eodhd::Validations
+- + Eodhd::Client#validate_arguments
+- ~ Eodhd::Client#exchange_symbol_list: Use validate_arguments().
+- ~ Eodhd::Client#eod_data: Use validate_arguments().
+- ~ Eodhd::Client#eod_bulk_last_day: Use validate_arguments().
+- + Eodhd::Client#log_response
+- ~ Eodhd::Client#do_request: Call log_request() after construction of args.
+- ~ Eodhd::Client#handle_response: Use log_response().
+- + Eodhd::VERSION
+- ~ eodhd.gemspec: Use Eodhd::VERSION and update the date.
+- + CHANGELOG.txt
+
+## [0.14.2] - 2025-03-26, Remove reference to currently unused library UnixTime.
+- ~ Eodhd::WebSocketClient: - require 'UnixTime'
+
+## [0.14.1] - 2025-03-23, Some fixes for the WebSocketClient interface.
+- ~ Eodhd::WebSocketClient: + attr_accessor :consumer
+- ~ Eodhd::WebSocketClient: /attr_accessor :symbols/attr_reader :symbols/
+- + Eodhd::WebSocketClient#symbols=
+
+## [0.14.0] - 2025-03-21, Add WebSockets.
+- + Eodhd::WebSocketClient
+- + Eodhd#web_socket
+- + Eodhd#stream
+- + Eodhd#us_quote_stream
+- + Eodhd#us_trade_stream
+- + Eodhd#forex_stream
+- + Eodhd#crypto_stream
+- ~ Eodhd::Error: lib/Eodhd/Client.rb --> lib/Eodhd/Error.rb

data/README.md

@@ -24,46 +24,118 @@ Or install it yourself as:
 ### Setup
 ```ruby
 api_token = 'api_token'
-eodhd_api ||= Eodhd.new(api_token: api_token)
+eodhd = Eodhd.new(api_token: api_token)
 ```
 
 ### List of Exchanges
 ```ruby
-eodhd_api.exchanges
+eodhd.exchanges
 ```
 
 ### List of Exchange Symbols
 ```ruby
-exchange = eodhd_api.exchanges.first
+exchange = eodhd.exchanges.first
 
-eod_api.exchange_symbols(exchange: exchange)
+eodhd.exchange_symbols(exchange: exchange)
 # OR
-eod_api.exchange_symbols(exchange_code: exchange.code)
+eodhd.exchange_symbols(exchange_code: exchange.code)
 ```
 
 ### Retrieve EOD Data For One Symbol
 ```ruby
-exchange = eodhd_api.exchanges.first
-exchange_symbol = eod_api.exchange_symbols(exchange: exchange).first
+exchange = eodhd.exchanges.first
+exchange_symbol = eodhd.exchange_symbols(exchange: exchange).first
 
-eod_api.eod_data(exchange: exchange, exchange_symbol: exchange_symbol)
+eodhd.eod_data(exchange: exchange, exchange_symbol: exchange_symbol)
 # OR
-eod_api.eod_data(exchange_code: exchange.code, exchange_symbol: exchange_symbol)
+eodhd.eod_data(exchange_code: exchange.code, exchange_symbol: exchange_symbol)
 # OR
-eod_api.eod_data(exchange: exchange, symbol: exchange_symbol.code)
+eodhd.eod_data(exchange: exchange, symbol: exchange_symbol.code)
 # OR
-eod_api.eod_data(exchange_code: exchange.code, symbol: exchange_symbol.code)
+eodhd.eod_data(exchange_code: exchange.code, symbol: exchange_symbol.code)
 ```
 
 ### Retrieve EOD Data For Multiple Symbols For One Date
 ```ruby
-exchange = eodhd_api.exchanges.first
+exchange = eodhd.exchanges.first
 
-eod_api.eod_bulk_last_day(exchange: exchange, date: Date.today)
+eodhd.eod_bulk_last_day(exchange: exchange, date: Date.today)
 # OR
-eod_api.eod_bulk_last_day(exchange_code: exchange.code, date: Date.today)
+eodhd.eod_bulk_last_day(exchange_code: exchange.code, date: Date.today)
 ```
 
+### Retrieve Intraday Data
+```ruby
+eodhd.intraday(symbol: 'AAPL', exchange_code: 'US', interval: '5m')
+# OR with date range (from and to are Unix timestamps)
+eodhd.intraday(symbol: 'AAPL', exchange_code: 'US', interval: '1h', from: 1696118400, to: 1696550400)
+```
+
+### Retrieve Fundamental Data
+```ruby
+fd = eodhd.fundamentals(exchange_code: 'US', symbol: 'AAPL')
+
+fd.general
+fd.general.name
+fd.general.sector
+fd.general.industry
+
+fd.highlights
+fd.highlights.market_capitalization
+fd.highlights.pe_ratio
+fd.highlights.dividend_yield
+fd.highlights.earnings_share
+
+fd.valuation
+fd.valuation.trailing_pe
+fd.valuation.forward_pe
+fd.valuation.price_book_mrq
+
+fd.shares_stats
+fd.shares_stats.shares_outstanding
+fd.shares_stats.shares_float
+
+fd.financials
+fd.financials.income_statement
+fd.financials.income_statement.quarterly
+fd.financials.income_statement.yearly
+fd.financials.balance_sheet.quarterly
+fd.financials.cash_flow.quarterly
+
+fd.earnings
+fd.earnings.history
+fd.earnings.trend
+fd.earnings.annual
+```
+
+#### Use the filter parameter to request only specific sections
+```ruby
+eodhd.fundamentals(exchange_code: 'US', symbol: 'AAPL', filter: 'General')
+eodhd.fundamentals(exchange_code: 'US', symbol: 'AAPL', filter: 'Financials::Income_Statement::quarterly')
+```
+
+### WebSockets
+
+#### Streaming requires a callable consumer (a proc, lambda, or any object responding to `call`) to handle incoming data frames
+```ruby
+consumer = ->(data){puts data}
+eodhd = Eodhd.new(api_token: api_token, consumer: consumer)
+
+eodhd.us_trade_stream('AAPL,MSFT')
+eodhd.us_quote_stream('AAPL,MSFT')
+eodhd.forex_stream('EURUSD')
+eodhd.crypto_stream('BTC-USD')
+```
+
+#### Or use the general interface
+```ruby
+eodhd.stream(asset_class: 'us', symbols: 'AAPL,MSFT')
+```
+
+## License
+
+MIT License. See LICENSE file for details.
+
 ## Contributing
 
 1. Fork it ( https://github.com/thoran/eodhd.rb/fork )

data/Rakefile

@@ -0,0 +1,28 @@
+require 'rake/testtask'
+
+Rake::TestTask.new(:test) do |t|
+  t.libs << "lib"
+  t.test_files = FileList["test/**/*_test.rb"]
+  t.warning = true
+end
+
+task default: :test
+
+namespace :cassettes do
+  CASSETTE_DIR = File.expand_path("test/fixtures/vcr_cassettes", __dir__)
+
+  desc "Delete all VCR cassettes"
+  task :clear do
+    if Dir.exist?(CASSETTE_DIR)
+      FileUtils.rm_rf(Dir[File.join(CASSETTE_DIR, "**", "*")])
+      puts "Cleared cassettes in #{CASSETTE_DIR}"
+    else
+      puts "Cassette dir not found: #{CASSETTE_DIR}"
+    end
+  end
+
+  desc "Show cassette directory path"
+  task :path do
+    puts CASSETTE_DIR
+  end
+end

data/eodhd.rb.gemspec

@@ -1,10 +1,20 @@
 require_relative './lib/Eodhd/VERSION'
 
+class Gem::Specification
+  def dependencies=(gems)
+    gems.each{|gem| add_dependency(*gem)}
+  end
+
+  def development_dependencies=(gems)
+    gems.each{|gem| add_development_dependency(*gem)}
+  end
+end
+
 Gem::Specification.new do |spec|
   spec.name = 'eodhd.rb'
 
   spec.version = Eodhd::VERSION
-  spec.date = '2025-10-05'
+  spec.date = '2026-03-19'
 
   spec.summary = "Access the eodhd.com API with Ruby."
   spec.description = "Access the eodhd.com API with Ruby."
@@ -12,26 +22,34 @@ Gem::Specification.new do |spec|
   spec.author = 'thoran'
   spec.email = 'code@thoran.com'
   spec.homepage = 'http://github.com/thoran/eodhd.rb'
-  spec.license = 'Ruby'
-
-  spec.required_ruby_version = '>= 2.5'
+  spec.license = 'MIT'
 
-  spec.add_dependency('http.rb')
-  spec.add_dependency('iodine')
-
-  spec.add_development_dependency('rake')
-  spec.add_development_dependency('minitest')
-  spec.add_development_dependency('minitest-spec-context')
-  spec.add_development_dependency('webmock')
-  spec.add_development_dependency('vcr')
-  spec.add_development_dependency('simplecov')
+  spec.required_ruby_version = '>= 2.7'
 
   spec.files = [
+    'CHANGELOG',
     'eodhd.rb.gemspec',
     'Gemfile',
     Dir['lib/**/*.rb'],
+    'Rakefile',
     'README.md',
     Dir['test/**/*.rb']
   ].flatten
+
   spec.require_paths = ['lib']
+
+  spec.dependencies = %w{
+    http.rb
+    iodine
+  }
+
+  spec.development_dependencies = %w{
+    rake
+    minitest
+    minitest-mock
+    minitest-spec-context
+    webmock
+    vcr
+    simplecov
+  }
 end

data/lib/Eodhd/Client.rb

@@ -69,6 +69,13 @@ class Eodhd
       handle_response(response)
     end
 
+    def fundamentals(exchange_code:, symbol:, filter: nil)
+      validate_arguments(exchange_code: exchange_code, symbol: symbol)
+      args = {filter: filter}.compact
+      response = get(path: "/fundamentals/#{symbol}.#{exchange_code}", args: args)
+      handle_response(response)
+    end
+
     attr_accessor\
       :api_token,
       :logger

data/lib/Eodhd/EodBulkLastDay.rb

@@ -39,6 +39,8 @@ class Eodhd
       :adjusted_close,
       :volume
 
+    private
+
     def initialize(code:, exchange_short_name:, date:, open:, high:, low:, close:, adjusted_close:, volume:)
       @code = code
       @exchange_short_name = exchange_short_name

data/lib/Eodhd/EodData.rb

@@ -39,6 +39,8 @@ class Eodhd
       :adjusted_close,
       :volume
 
+    private
+
     def initialize(exchange_code:, symbol:, date:, open:, high:, low:, close:, adjusted_close:, volume:)
       @exchange_code = exchange_code
       @symbol = symbol

data/lib/Eodhd/Exchange.rb

@@ -35,6 +35,8 @@ class Eodhd
       :country_iso2,
       :country_iso3
 
+    private
+
     def initialize(name:, code:, operating_mic:, country:, currency:, country_iso2:, country_iso3:)
       @name = name
       @code = code

data/lib/Eodhd/ExchangeSymbol.rb

@@ -35,6 +35,8 @@ class Eodhd
       :type,
       :isin
 
+    private
+
     def initialize(code:, name:, country:, exchange:, currency:, type:, isin:)
       @code = code
       @name = name

data/lib/Eodhd/Fundamentals/AnalystRatings.rb

@@ -0,0 +1,29 @@
+# Eodhd/Fundamentals/AnalystRatings.rb
+# Eodhd::Fundamentals::AnalystRatings
+
+class Eodhd
+  class Fundamentals
+    class AnalystRatings
+      attr_reader\
+        :rating,
+        :target_price,
+        :strong_buy,
+        :buy,
+        :hold,
+        :sell,
+        :strong_sell
+
+      private
+
+      def initialize(data)
+        @rating = data['Rating']
+        @target_price = data['TargetPrice']
+        @strong_buy = data['StrongBuy']
+        @buy = data['Buy']
+        @hold = data['Hold']
+        @sell = data['Sell']
+        @strong_sell = data['StrongSell']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/ESGScores.rb

@@ -0,0 +1,37 @@
+# Eodhd/Fundamentals/ESGScores.rb
+# Eodhd::Fundamentals::ESGScores
+
+class Eodhd
+  class Fundamentals
+    class ESGScores
+      attr_reader\
+        :rating_date,
+        :total_esg,
+        :total_esg_percentile,
+        :environment_score,
+        :environment_score_percentile,
+        :social_score,
+        :social_score_percentile,
+        :governance_score,
+        :governance_score_percentile,
+        :controversy_level,
+        :activities_involvement
+
+      private
+
+      def initialize(data)
+        @rating_date = data['RatingDate']
+        @total_esg = data['TotalEsg']
+        @total_esg_percentile = data['TotalEsgPercentile']
+        @environment_score = data['EnvironmentScore']
+        @environment_score_percentile = data['EnvironmentScorePercentile']
+        @social_score = data['SocialScore']
+        @social_score_percentile = data['SocialScorePercentile']
+        @governance_score = data['GovernanceScore']
+        @governance_score_percentile = data['GovernanceScorePercentile']
+        @controversy_level = data['ControversyLevel']
+        @activities_involvement = data['ActivitiesInvolvement']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Earnings.rb

@@ -0,0 +1,21 @@
+# Eodhd/Fundamentals/Earnings.rb
+# Eodhd::Fundamentals::Earnings
+
+class Eodhd
+  class Fundamentals
+    class Earnings
+      attr_reader\
+        :history,
+        :trend,
+        :annual
+
+      private
+
+      def initialize(data)
+        @history = data['History']
+        @trend = data['Trend']
+        @annual = data['Annual']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Financials/Statement.rb

@@ -0,0 +1,21 @@
+# Eodhd/Fundamentals/Financials/Statement.rb
+# Eodhd::Fundamentals::Financials::Statement
+
+class Eodhd
+  class Fundamentals
+    class Financials
+      class Statement
+        attr_reader\
+          :quarterly,
+          :yearly
+
+        private
+
+        def initialize(data)
+          @quarterly = data['quarterly']
+          @yearly = data['yearly']
+        end
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Financials.rb

@@ -0,0 +1,23 @@
+# Eodhd/Fundamentals/Financials.rb
+# Eodhd::Fundamentals::Financials
+
+require_relative './Financials/Statement'
+
+class Eodhd
+  class Fundamentals
+    class Financials
+      attr_reader\
+        :income_statement,
+        :balance_sheet,
+        :cash_flow
+
+      private
+
+      def initialize(data)
+        @income_statement = Statement.new(data['Income_Statement']) if data['Income_Statement']
+        @balance_sheet = Statement.new(data['Balance_Sheet']) if data['Balance_Sheet']
+        @cash_flow = Statement.new(data['Cash_Flow']) if data['Cash_Flow']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/General.rb

@@ -0,0 +1,85 @@
+# Eodhd/Fundamentals/General.rb
+# Eodhd::Fundamentals::General
+
+class Eodhd
+  class Fundamentals
+    class General
+      attr_reader\
+        :code,
+        :type,
+        :name,
+        :exchange,
+        :currency_code,
+        :currency_name,
+        :currency_symbol,
+        :country_name,
+        :country_iso,
+        :isin,
+        :lei,
+        :cusip,
+        :cik,
+        :employer_id_number,
+        :fiscal_year_end,
+        :ipo_date,
+        :international_domestic,
+        :sector,
+        :industry,
+        :gic_sector,
+        :gic_group,
+        :gic_industry,
+        :gic_sub_industry,
+        :home_category,
+        :is_delisted,
+        :description,
+        :address,
+        :address_data,
+        :listings,
+        :officers,
+        :phone,
+        :web_url,
+        :logo_url,
+        :full_time_employees,
+        :updated_at
+
+      private
+
+      def initialize(data)
+        @code = data['Code']
+        @type = data['Type']
+        @name = data['Name']
+        @exchange = data['Exchange']
+        @currency_code = data['CurrencyCode']
+        @currency_name = data['CurrencyName']
+        @currency_symbol = data['CurrencySymbol']
+        @country_name = data['CountryName']
+        @country_iso = data['CountryISO']
+        @isin = data['ISIN']
+        @lei = data['LEI']
+        @cusip = data['CUSIP']
+        @cik = data['CIK']
+        @employer_id_number = data['EmployerIdNumber']
+        @fiscal_year_end = data['FiscalYearEnd']
+        @ipo_date = data['IPODate']
+        @international_domestic = data['InternationalDomestic']
+        @sector = data['Sector']
+        @industry = data['Industry']
+        @gic_sector = data['GicSector']
+        @gic_group = data['GicGroup']
+        @gic_industry = data['GicIndustry']
+        @gic_sub_industry = data['GicSubIndustry']
+        @home_category = data['HomeCategory']
+        @is_delisted = data['IsDelisted']
+        @description = data['Description']
+        @address = data['Address']
+        @address_data = data['AddressData']
+        @listings = data['Listings']
+        @officers = data['Officers']
+        @phone = data['Phone']
+        @web_url = data['WebURL']
+        @logo_url = data['LogoURL']
+        @full_time_employees = data['FullTimeEmployees']
+        @updated_at = data['UpdatedAt']
+      end
+    end
+  end
+end

data/lib/Eodhd/Fundamentals/Highlights.rb

@@ -0,0 +1,63 @@
+# Eodhd/Fundamentals/Highlights.rb
+# Eodhd::Fundamentals::Highlights
+
+class Eodhd
+  class Fundamentals
+    class Highlights
+      attr_reader\
+        :market_capitalization,
+        :ebitda,
+        :pe_ratio,
+        :peg_ratio,
+        :wall_street_target_price,
+        :book_value,
+        :dividend_share,
+        :dividend_yield,
+        :earnings_share,
+        :eps_estimate_current_year,
+        :eps_estimate_next_year,
+        :eps_estimate_next_quarter,
+        :eps_estimate_current_quarter,
+        :most_recent_quarter,
+        :profit_margin,
+        :operating_margin_ttm,
+        :return_on_assets_ttm,
+        :return_on_equity_ttm,
+        :revenue_ttm,
+        :revenue_per_share_ttm,
+        :quarterly_revenue_growth_yoy,
+        :gross_profit_ttm,
+        :diluted_eps_ttm,
+        :quarterly_earnings_growth_yoy
+
+      private
+
+      def initialize(data)
+        @market_capitalization = data['MarketCapitalization']
+        @ebitda = data['EBITDA']
+        @pe_ratio = data['PERatio']
+        @peg_ratio = data['PEGRatio']
+        @wall_street_target_price = data['WallStreetTargetPrice']
+        @book_value = data['BookValue']
+        @dividend_share = data['DividendShare']
+        @dividend_yield = data['DividendYield']
+        @earnings_share = data['EarningsShare']
+        @eps_estimate_current_year = data['EPSEstimateCurrentYear']
+        @eps_estimate_next_year = data['EPSEstimateNextYear']
+        @eps_estimate_next_quarter = data['EPSEstimateNextQuarter']
+        @eps_estimate_current_quarter = data['EPSEstimateCurrentQuarter']
+        @most_recent_quarter = data['MostRecentQuarter']
+        @profit_margin = data['ProfitMargin']
+        @operating_margin_ttm = data['OperatingMarginTTM']
+        @return_on_assets_ttm = data['ReturnOnAssetsTTM']
+        @return_on_equity_ttm = data['ReturnOnEquityTTM']
+        @revenue_ttm = data['RevenueTTM']
+        @revenue_per_share_ttm = data['RevenuePerShareTTM']
+        @quarterly_revenue_growth_yoy = data['QuarterlyRevenueGrowthYOY']
+        @gross_profit_ttm = data['GrossProfitTTM']
+        @diluted_eps_ttm = data['DilutedEpsTTM']
+        @quarterly_earnings_growth_yoy = data['QuarterlyEarningsGrowthYOY']
+      end
+    end
+  end
+end