intrinio-sdk 5.2.0 → 5.6.1

data/docs/ZacksEPSEstimate.md

@@ -0,0 +1,39 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksEPSEstimate)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksEPSEstimate
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**company** | [**CompanySummary**](CompanySummary.md) |   
+**date** | Date | The period end date  
+**fiscal_year** | Integer | The company’s fiscal year for the reported period  
+**fiscal_quarter** | String | The company’s fiscal quarter for the reported period  
+**calendar_year** | Integer | The closest calendar year for the company’s fiscal year  
+**calendar_quarter** | String | The closest calendar quarter for the company’s fiscal year  
+**count** | Integer | The number of estimates for the period  
+**mean** | Float | The earnings per share (EPS) mean estimate for the period  
+**median** | Float | The earnings per share (EPS) median estimate for the period  
+**high** | Float | The earnings per share (EPS) high estimate for the period  
+**low** | Float | The earnings per share (EPS) low estimate for the period  
+**standard_deviation** | Float | The earnings per share (EPS) standard deviation estimate for the period  
+**percent_change** | Float | The earnings per share (EPS) percent change in estimate for the period  
+**mean_7_days_ago** | Float | The long term growth mean estimate - 7 Days Ago  
+**mean_30_days_ago** | Float | The long term growth mean estimate - 30 Days Ago  
+**mean_60_days_ago** | Float | The long term growth mean estimate - 60 Days Ago  
+**mean_90_days_ago** | Float | The long term growth mean estimate - 90 Days Ago  
+
+[//]: # (END_DEFINITION)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::CompanySummary)
+
+
+

data/docs/ZacksEPSGrowthRate.md

@@ -0,0 +1,45 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksEPSGrowthRate)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksEPSGrowthRate
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**ticker** | String | The Zacks common exchange ticker  
+**company_name** | String | The company name  
+**industry_group_number** | String | The Zacks industry group number  
+**industry_group_name** | String | The Zacks industry group name  
+**fiscal_year_0** | Integer | The current fiscal year  
+**fiscal_year_1** | Integer | The next fiscal year  
+**fiscal_year_2** | Integer | The fiscal year after the next fiscal year  
+**company_last_5_year_actual** | Float | The company's last 5 year actual percentage earnings-per-share (EPS) growth rate  
+**company_fiscal_year_1_vs_fiscal_year_0** | Float | The company's current fiscal year / last fiscal year percentage earnings-per-share (EPS) growth rate  
+**company_fiscal_year_2_vs_fiscal_year_1** | Float | The company's next fiscal year / current fiscal year percentage earnings-per-share (EPS) growth rate  
+**company_long_term_growth_mean** | Float | The company's long term growth rate mean estimate  
+**company_fiscal_year_1_forward_price_to_earnings** | Float | The company's forward (current fiscal year) price-to-earnings (P/E) ratio  
+**industry_last_5_year_actual** | Float | The industry's last 5 year actual percentage earnings-per-share (EPS) growth rate  
+**industry_fiscal_year_1_vs_fiscal_year_0** | Float | The industry's current fiscal year / last fiscal year percentage earnings-per-share (EPS) growth rate  
+**industry_fiscal_year_2_vs_fiscal_year_1** | Float | The industry's next fiscal year / current fiscal year percentage earnings-per-share (EPS) growth rate  
+**industry_long_term_growth_mean** | Float | The industry's long term growth rate mean estimate  
+**industry_fiscal_year_1_forward_price_to_earnings** | Float | The industry's forward (current fiscal year) price-to-earnings (P/E) ratio  
+**sp500_last_5_year_actual** | Float | The S&P 500's last 5 year actual percentage earnings-per-share (EPS) growth rate  
+**sp500_fiscal_year_1_vs_fiscal_year_0** | Float | The S&P 500's current fiscal year / last fiscal year percentage earnings-per-share (EPS) growth rate  
+**sp500_fiscal_year_2_vs_fiscal_year_1** | Float | The S&P 500's next fiscal year / current fiscal year percentage earnings-per-share (EPS) growth rate  
+**sp500_long_term_growth** | Float | The S&P 500's long term growth rate mean estimate  
+**sp500_fiscal_year_1_price_to_earnings** | Float | The S&P 500's forward (current fiscal year) price-to-earnings (P/E) ratio  
+**company** | [**CompanySummary**](CompanySummary.md) |   
+
+[//]: # (END_DEFINITION)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::CompanySummary)
+
+
+

data/docs/ZacksETFHolding.md

@@ -0,0 +1,26 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksETFHolding)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksETFHolding
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**etf_ticker** | String | The ETF's common ticker  
+**etf_name** | String | The ETF's name  
+**holding_symbol** | String | The holding's common ticker  
+**holding_name** | String | The holding's name  
+**date_of_holding** | Date | The date of the holding  
+**shares** | Float | The number of shares  
+**weight** | Float | The weight of the holding  
+
+[//]: # (END_DEFINITION)
+
+
+

data/docs/ZacksInstitutionalHolding.md

@@ -0,0 +1,41 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksInstitutionalHolding)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksInstitutionalHolding
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**company** | [**ZacksInstitutionalHoldingCompanySummary**](ZacksInstitutionalHoldingCompanySummary.md) |   
+**owner** | [**ZacksInstitutionalHoldingOwnerSummary**](ZacksInstitutionalHoldingOwnerSummary.md) |   
+**as_of_date** | Date | Quarter end date listed in the most recent 13F report filed by the institution  
+**shares_held** | Float | Number of shares of the stock listed  
+**shared_held_percent** | Float | Percent of shares outstanding held of the stock by the institution listed  
+**shares_change** | Float | Change in shares of the stock held by the institution listed  
+**shares_change_percent** | Float | Percentage change in shares of the stock held by the institution listed  
+**market_value** | Float | Market value of shares outstanding held of the stock listed  
+**market_value_change** | Float | Change in market value shares of the stock listed  
+**last_sec_filing_type** | String | The report type of the latest SEC filing  
+**last_sec_filing_date** | Date | The date of the latest SEC filing  
+**last_sec_filing_shares** | Float | The  
+**historical_holdings** | [**Array<ZacksInstitutionalHoldingHistoricalSummary>**](ZacksInstitutionalHoldingHistoricalSummary.md) |   
+
+[//]: # (END_DEFINITION)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::ZacksInstitutionalHoldingCompanySummary)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::ZacksInstitutionalHoldingOwnerSummary)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::ZacksInstitutionalHoldingHistoricalSummary)
+
+
+

data/docs/ZacksInstitutionalHoldingCompanyDetail.md

@@ -0,0 +1,32 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksInstitutionalHoldingCompanyDetail)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksInstitutionalHoldingCompanyDetail
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**ticker** | String | The Zacks common exchange ticker  
+**name** | String | The company name of the stock listed  
+**exchange** | String | Exhange where the stock is traded whose shares are held by the institution  
+**shares_outstanding** | Float | The number of shares shares outstanding for the stock  
+**last_close_price** | Float | The last close price of the stock listed  
+**last_close_date** | Date | Last closing price of the stock listed  
+**institutional_shares_held_percent** | Float | Percentage of shares outstanding held by institutions in the stock listed  
+**institutional_shares_buy** | Float | Number of shares bought by institutions in the stock listed  
+**institutional_shares_sell** | Float | Number of shares sold by institutions in the stock listed  
+**institutional_positions_increase** | Float | Number of institutions who increased their shares held in the stock listed  
+**institutional_positions_decrease** | Float | Number of institutions who decrease their shares held in the stock listed  
+**institutional_positions_unchanged** | Float | Number of institutions who did not change their shares held in the stock listed  
+**institutional_positions_total** | Float | Total number of institutions who hold shares in the stock listed  
+
+[//]: # (END_DEFINITION)
+
+
+

data/docs/ZacksInstitutionalHoldingCompanySummary.md

@@ -0,0 +1,22 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksInstitutionalHoldingCompanySummary)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksInstitutionalHoldingCompanySummary
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**ticker** | String | The Zacks common exchange ticker  
+**name** | String | The company name of the stock listed  
+**exchange** | String | Exhange where the stock is traded whose shares are held by the institution  
+
+[//]: # (END_DEFINITION)
+
+
+

data/docs/ZacksInstitutionalHoldingHistoricalSummary.md

@@ -0,0 +1,21 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksInstitutionalHoldingHistoricalSummary)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksInstitutionalHoldingHistoricalSummary
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**as_of_date** | Date | The date of the institutional holding  
+**shares_held** | Float | The number of shares held  
+
+[//]: # (END_DEFINITION)
+
+
+

data/docs/ZacksInstitutionalHoldingOwnerDetail.md

@@ -0,0 +1,40 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksInstitutionalHoldingOwnerDetail)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksInstitutionalHoldingOwnerDetail
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**name** | String | The owner's name  
+**cik** | String | The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings  
+**address** | String | The owner's address  
+**city_state** | String | The owner's city and state (City, ST)  
+**location_code** | String | The owner's location code. ('D' = Domestic, 'C' = Canadian, 'F' = Foreign)  
+**phone_number** | String | The owner's phone number  
+**postal_code** | String | The owner's postal code  
+**url** | String | The owner's website url  
+**investment_style** | String | The owner's investment style ('I' = Income, 'V' = Value, 'G' = Growth, 'B' =  Growth at a Reasonable Price, 'A' = Aggressive Growth, 'P' = Passive/Index, 'D' = Deep Value)  
+**number_of_holdings** | Float | Count of equity holdings only, doesn't include bonds or other funds held  
+**total_holdings_value** | Float | Market value of equity holdings in 1,000s. Sum of shares held times last close price.  
+**portfolio_turnover_percent** | Float | Annual portfolio turnover in terms of percentage of total value.  
+**is_fund** | String | If 'Y', the owner is a fund? ('Y' = Yes, 'N' = No)  
+**fund_ticker** | String | Fund ticker if the institution is a fund  
+**has_fund_manager** | String | Does the fund have a manager. ('Y' = Yes, 'N' = No)  
+**fund_manager_city** | String | The fund manager's city  
+**fund_manager_name** | String | The fund manager's name  
+**fund_manager_state** | String | The fund manager's state  
+**files_13f** | String | If 'Y', the company files the SEC 13F report. ('Y' = Yes, 'N' = No)  
+**is_etf** | String | If 'Y', the owner is an ETF. ('Y' = Yes, 'N' = No)  
+**last_updated_on** | Date | The the last updated date  
+
+[//]: # (END_DEFINITION)
+
+
+

data/docs/ZacksInstitutionalHoldingOwnerSummary.md

@@ -0,0 +1,21 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksInstitutionalHoldingOwnerSummary)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksInstitutionalHoldingOwnerSummary
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**name** | String | The owner's name  
+**cik** | String | The Central Index Key (CIK) assigned to the company by the SEC as a unique identifier, used in SEC filings  
+
+[//]: # (END_DEFINITION)
+
+
+

data/docs/ZacksLongTermGrowthRate.md

@@ -0,0 +1,47 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksLongTermGrowthRate)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksLongTermGrowthRate
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**mean** | Float | The mean long term growth estimate  
+**median** | Float | The median long term growth estimate  
+**count** | Integer | The number of long term growth estimates  
+**high** | Float | The high long term growth estimate  
+**low** | Float | The low long term growth estimate  
+**std_dev** | String | The standard deviation long term growth estimate  
+**revisions_upward** | Integer | The number of long term growth estimate revisions upward  
+**revisions_downward** | Integer | The number of long term growth estimate revisions downward  
+**mean_7_days_ago** | String | The mean long term growth estimate 7 days ago  
+**mean_30_days_ago** | String | The mean long term growth estimate 30 days ago  
+**mean_60_days_ago** | String | The mean long term growth estimate 60 days ago  
+**mean_90_days_ago** | String | The mean long term growth estimate 90 days ago  
+**revisions_upward_last_7_days** | String | The number of long term growth estimate revisions upward in the last 7 days  
+**revisions_downward_last_7_days** | String | The number of long term growth estimate revisions downward in the last 7 days  
+**revisions_upward_last_30_days** | String | The number of long term growth estimate revisions upward in the last 30 days  
+**revisions_downward_last_30_days** | String | The number of long term growth estimate revisions downward in the last 30 days  
+**revisions_upward_last_60_days** | String | The number of long term growth estimate revisions upward in the last 60 days  
+**revisions_downward_last_60_days** | String | The number of long term growth estimate revisions downward in the last 60 days  
+**revisions_upward_last_90_days** | String | The number of long term growth estimate revisions upward in the last 90 days  
+**revisions_downward_last_90_days** | String | The number of long term growth estimate revisions downward in the last 90 days  
+**revisions_upward_last_120_days** | String | The number of long term growth estimate revisions upward in the last 120 days  
+**revisions_downward_last_120_days** | String | The number of long term growth estimate revisions downward in the last 120 days  
+**revisions_upward_last_150_days** | String | The number of long term growth estimate revisions upward in the last 150 days  
+**revisions_downward_last_150_days** | String | The number of long term growth estimate revisions downward in the last 150 days  
+**security** | [**SecuritySummary**](SecuritySummary.md) | The Security of the Zacks long term growth estimate  
+
+[//]: # (END_DEFINITION)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::SecuritySummary)
+
+
+

data/docs/ZacksTargetPriceConsensus.md

@@ -0,0 +1,35 @@
+
+
+[//]: # (CLASS:Intrinio::ZacksTargetPriceConsensus)
+
+[//]: # (KIND:object)
+
+### Intrinio::ZacksTargetPriceConsensus
+
+#### Properties
+
+[//]: # (START_DEFINITION)
+
+Name | Type | Description
+------------ | ------------- | -------------
+**ticker** | String | The Zacks common exchange ticker  
+**company_name** | String | The company name  
+**industry_group_number** | String | The Zacks industry group number  
+**high** | Float | The high target price estimate  
+**low** | Float | The low target price estimate  
+**mean** | Float | The mean target price estimate  
+**standard_deviation** | Float | The standard deviation of target price estimates  
+**total** | Integer | The number of target price estimates in consensus  
+**most_recent_date** | Date | The date of most recent estimate  
+**median** | Float | The median target price estimate  
+**raised** | Integer | The number of estimates raised  
+**lowered** | Integer | The number of estimates lowered  
+**company** | [**CompanySummary**](CompanySummary.md) |   
+
+[//]: # (END_DEFINITION)
+
+
+[//]: # (CONTAINED_CLASS:Intrinio::CompanySummary)
+
+
+

data/intrinio-sdk.gemspec

@@ -5,7 +5,7 @@
 
 #Welcome to the Intrinio API! Through our Financial Data Marketplace, we offer a wide selection of financial data feed APIs sourced by our own proprietary processes as well as from many data vendors. For a complete API request / response reference please view the [Intrinio API documentation](https://intrinio.com/documentation/api_v2). If you need additional help in using the API, please visit the [Intrinio website](https://intrinio.com) and click on the chat icon in the lower right corner.
 
-OpenAPI spec version: 2.9.0
+OpenAPI spec version: 2.14.0
 
 Generated by: https://github.com/swagger-api/swagger-codegen.git
 Swagger Codegen version: unset

data/lib/intrinio-sdk.rb

@@ -3,7 +3,7 @@
 
 #Welcome to the Intrinio API! Through our Financial Data Marketplace, we offer a wide selection of financial data feed APIs sourced by our own proprietary processes as well as from many data vendors. For a complete API request / response reference please view the [Intrinio API documentation](https://intrinio.com/documentation/api_v2). If you need additional help in using the API, please visit the [Intrinio website](https://intrinio.com) and click on the chat icon in the lower right corner.
 
-OpenAPI spec version: 2.9.0
+OpenAPI spec version: 2.14.0
 
 Generated by: https://github.com/swagger-api/swagger-codegen.git
 Swagger Codegen version: unset
@@ -28,6 +28,8 @@ require 'intrinio-sdk/models/api_response_company_news'
 require 'intrinio-sdk/models/api_response_company_securities'
 require 'intrinio-sdk/models/api_response_data_tags'
 require 'intrinio-sdk/models/api_response_data_tags_search'
+require 'intrinio-sdk/models/api_response_etf_holdings'
+require 'intrinio-sdk/models/api_response_et_fs'
 require 'intrinio-sdk/models/api_response_economic_index_historical_data'
 require 'intrinio-sdk/models/api_response_economic_indices'
 require 'intrinio-sdk/models/api_response_economic_indices_search'
@@ -102,8 +104,16 @@ require 'intrinio-sdk/models/api_response_stock_market_index_historical_data'
 require 'intrinio-sdk/models/api_response_stock_market_indices'
 require 'intrinio-sdk/models/api_response_stock_market_indices_search'
 require 'intrinio-sdk/models/api_response_zacks_analyst_ratings'
+require 'intrinio-sdk/models/api_response_zacks_eps_estimates'
+require 'intrinio-sdk/models/api_response_zacks_eps_growth_rates'
 require 'intrinio-sdk/models/api_response_zacks_eps_surprises'
+require 'intrinio-sdk/models/api_response_zacks_etf_holdings'
+require 'intrinio-sdk/models/api_response_zacks_institutional_holding_companies'
+require 'intrinio-sdk/models/api_response_zacks_institutional_holding_owners'
+require 'intrinio-sdk/models/api_response_zacks_institutional_holdings'
+require 'intrinio-sdk/models/api_response_zacks_long_term_growth_rates'
 require 'intrinio-sdk/models/api_response_zacks_sales_surprises'
+require 'intrinio-sdk/models/api_response_zacks_target_price_consensuses'
 require 'intrinio-sdk/models/average_daily_trading_volume_technical_value'
 require 'intrinio-sdk/models/average_directional_index_technical_value'
 require 'intrinio-sdk/models/average_true_range_technical_value'
@@ -124,6 +134,11 @@ require 'intrinio-sdk/models/data_tag_summary'
 require 'intrinio-sdk/models/detrended_price_oscillator_technical_value'
 require 'intrinio-sdk/models/dividend_record'
 require 'intrinio-sdk/models/donchian_channel_technical_value'
+require 'intrinio-sdk/models/etf'
+require 'intrinio-sdk/models/etf_analytics'
+require 'intrinio-sdk/models/etf_holding'
+require 'intrinio-sdk/models/etf_stats'
+require 'intrinio-sdk/models/etf_summary'
 require 'intrinio-sdk/models/earnings_record'
 require 'intrinio-sdk/models/ease_of_movement_technical_value'
 require 'intrinio-sdk/models/economic_index'
@@ -189,16 +204,28 @@ require 'intrinio-sdk/models/williams_r_technical_value'
 require 'intrinio-sdk/models/zacks_analyst_rating'
 require 'intrinio-sdk/models/zacks_analyst_rating_snapshot'
 require 'intrinio-sdk/models/zacks_analyst_rating_summary'
+require 'intrinio-sdk/models/zacks_eps_estimate'
+require 'intrinio-sdk/models/zacks_eps_growth_rate'
 require 'intrinio-sdk/models/zacks_eps_surprise'
 require 'intrinio-sdk/models/zacks_eps_surprise_summary'
+require 'intrinio-sdk/models/zacks_etf_holding'
+require 'intrinio-sdk/models/zacks_institutional_holding'
+require 'intrinio-sdk/models/zacks_institutional_holding_company_detail'
+require 'intrinio-sdk/models/zacks_institutional_holding_company_summary'
+require 'intrinio-sdk/models/zacks_institutional_holding_historical_summary'
+require 'intrinio-sdk/models/zacks_institutional_holding_owner_detail'
+require 'intrinio-sdk/models/zacks_institutional_holding_owner_summary'
+require 'intrinio-sdk/models/zacks_long_term_growth_rate'
 require 'intrinio-sdk/models/zacks_sales_surprise'
 require 'intrinio-sdk/models/zacks_sales_surprise_summary'
+require 'intrinio-sdk/models/zacks_target_price_consensus'
 
 # APIs
 require 'intrinio-sdk/api/bulk_downloads_api'
 require 'intrinio-sdk/api/company_api'
 require 'intrinio-sdk/api/data_point_api'
 require 'intrinio-sdk/api/data_tag_api'
+require 'intrinio-sdk/api/et_fs_api'
 require 'intrinio-sdk/api/filing_api'
 require 'intrinio-sdk/api/forex_api'
 require 'intrinio-sdk/api/fundamentals_api'