yahoo_finance_client 0.4.0 → 0.5.0

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data/.rubocop.yml

@@ -11,7 +11,7 @@ Metrics/AbcSize:
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 Metrics/ClassLength:
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 Metrics/MethodLength:
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data/CHANGELOG.md

@@ -1,5 +1,35 @@
 # Change Log
 
+## [0.5.0] - 2026-05-15
+
+- Add `Stock.search(query, count:)` returning matching tickers from Yahoo's `v1/finance/search` autocomplete endpoint
+
+## [0.4.1] - 2026-02-13
+
+- Add `fifty_two_week_high` and `fifty_two_week_low` fields to quote data
+
+## [0.4.0] - 2026-02-12
+
+- Add dividend history fetching via chart API (`get_dividend_history`)
+- Update README with bulk quotes, dividend history, and caching docs
+
+## [0.3.1] - 2026-02-12
+
+- Add `ex_dividend_date` and `dividend_date` fields to quote data
+
+## [0.3.0] - 2026-02-10
+
+- Add bulk quotes support with `get_quotes` method
+
+## [0.2.1] - 2026-01-29
+
+- Add extended stock information fields (EPS, PE ratio, dividend data, moving averages)
+
+## [0.2.0] - 2026-01-27
+
+- Add multi-strategy authentication with retry logic
+- Add CLAUDE.md with project instructions
+
 ## [0.1.6] - 2025-02-18
 
 - Adding a simple cache

data/README.md

@@ -32,11 +32,65 @@ gem install yahoo_finance_client
 
 ## Usage
 
-You should be able to get stock data by calling this method and passing a string with the stock ticker:
+### Single Quote
+
+Fetch stock data by passing a ticker symbol:
 ```ruby
 YahooFinanceClient::Stock.get_quote("AAPL")
+# => {
+#   symbol: "AAPL", name: "Apple Inc.", price: 182.52,
+#   change: 1.25, percent_change: 0.69, volume: 48123456,
+#   pe_ratio: 28.5, eps: 6.40,
+#   dividend: 0.96, dividend_yield: 0.53, payout_ratio: 15.0,
+#   ma50: 178.30, ma200: 172.15,
+#   ex_dividend_date: #<Date: 2025-02-07>, dividend_date: #<Date: 2025-02-15>
+# }
+```
+
+### Bulk Quotes
+
+Fetch multiple quotes at once (batched in groups of 50):
+```ruby
+YahooFinanceClient::Stock.get_quotes(["AAPL", "MSFT", "GOOG"])
+# => { "AAPL" => { symbol: "AAPL", ... }, "MSFT" => { ... }, "GOOG" => { ... } }
+```
+
+### Search
+
+Search the Yahoo Finance autocomplete index by ticker or company name:
+```ruby
+YahooFinanceClient::Stock.search("apple")
+# => [
+#   { symbol: "AAPL", name: "Apple Inc.", exchange: "NasdaqGS", type: "EQUITY", type_display: "Equity" },
+#   { symbol: "AAPL.MX", name: "Apple Inc.", exchange: "Mexico", type: "EQUITY", type_display: "Equity" },
+#   ...
+# ]
+```
+
+The default result count is 10. Pass `count:` to override:
+```ruby
+YahooFinanceClient::Stock.search("apple", count: 5)
+```
+
+Search returns `[]` if the query is empty or the upstream request fails.
+
+### Dividend History
+
+Fetch historical dividend payments via the chart API:
+```ruby
+YahooFinanceClient::Stock.get_dividend_history("AAPL")
+# => [{ date: #<Date: 2024-02-09>, amount: 0.24 }, ...]
 ```
 
+The default range is `"2y"`. You can pass a different range:
+```ruby
+YahooFinanceClient::Stock.get_dividend_history("AAPL", range: "5y")
+```
+
+### Caching
+
+All responses are cached for 5 minutes (300 seconds). The cache is shared across `get_quote`, `get_quotes`, and `get_dividend_history`.
+
 ## Development
 
 After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.

data/lib/yahoo_finance_client/stock.rb

@@ -2,12 +2,15 @@
 
 require "httparty"
 require "json"
+require "uri"
 
 module YahooFinanceClient
   # This class provides methods to interact with Yahoo Finance API for stock data.
   class Stock
     QUOTE_PATH = "/v7/finance/quote"
     CHART_PATH = "/v8/finance/chart"
+    SEARCH_PATH = "/v1/finance/search"
+    SEARCH_BASE_URL = "https://query1.finance.yahoo.com"
     CACHE_TTL = 300
     MAX_RETRIES = 2
     BATCH_SIZE = 50
@@ -34,6 +37,19 @@ module YahooFinanceClient
         fetch_from_cache(cache_key) || fetch_and_cache_dividend_history(cache_key, symbol, range)
       end
 
+      # Search the Yahoo Finance autocomplete index for matching symbols.
+      #
+      # @param query [String] free-text query (ticker or company name)
+      # @param count [Integer] max number of results to return
+      # @return [Array<Hash>] each entry has symbol, name, exchange, type, type_display
+      def search(query, count: 10)
+        normalized = query.to_s.strip
+        return [] if normalized.empty?
+
+        cache_key = "search_#{normalized.downcase}_#{count}"
+        fetch_from_cache(cache_key) || fetch_and_cache_search(cache_key, normalized, count)
+      end
+
       private
 
       def partition_cached(symbols)
@@ -152,6 +168,7 @@ module YahooFinanceClient
           dividend: dividend, dividend_yield: calculate_yield(dividend, price),
           payout_ratio: calculate_payout(dividend, eps),
           ma50: quote["fiftyDayAverage"], ma200: quote["twoHundredDayAverage"],
+          fifty_two_week_high: quote["fiftyTwoWeekHigh"], fifty_two_week_low: quote["fiftyTwoWeekLow"],
           ex_dividend_date: parse_unix_date(quote["exDividendDate"]),
           dividend_date: parse_unix_date(quote["dividendDate"])
         }
@@ -230,6 +247,85 @@ module YahooFinanceClient
         { date: date, amount: amount.round(4) }
       end
 
+      def fetch_and_cache_search(cache_key, query, count)
+        data = fetch_search_data(query, count)
+        store_in_cache(cache_key, data) unless data.empty?
+        data
+      end
+
+      # Try an unauthenticated request first — the v1/finance/search endpoint is historically
+      # public and does not validate the crumb. Only fall through to the cookie+crumb flow if
+      # Yahoo actually returns an auth error.
+      def fetch_search_data(query, count)
+        url = build_search_url(query, count)
+        response = HTTParty.get(url, headers: { "User-Agent" => Session::USER_AGENT })
+
+        return fetch_authenticated_search(query, count) if auth_error?(response)
+        return [] unless response.success?
+
+        parse_search_response(response.body)
+      rescue StandardError
+        []
+      end
+
+      def fetch_authenticated_search(query, count)
+        retries = 0
+        begin
+          handle_authenticated_search_response(make_authenticated_search_request(query, count))
+        rescue AuthenticationError
+          retries += 1
+          retry if retries <= MAX_RETRIES
+          []
+        end
+      end
+
+      def handle_authenticated_search_response(response)
+        if auth_error?(response)
+          Session.instance.invalidate!
+          raise AuthenticationError, "Authentication failed"
+        end
+        response.success? ? parse_search_response(response.body) : []
+      end
+
+      def make_authenticated_search_request(query, count)
+        session = Session.instance
+        session.ensure_authenticated
+        url = "#{build_search_url(query, count)}&crumb=#{session.crumb}"
+        HTTParty.get(url, headers: { "User-Agent" => Session::USER_AGENT, "Cookie" => session.cookie })
+      end
+
+      def build_search_url(query, count)
+        "#{SEARCH_BASE_URL}#{SEARCH_PATH}?q=#{URI.encode_www_form_component(query)}" \
+          "&quotesCount=#{count}&newsCount=0"
+      end
+
+      def parse_search_response(body)
+        quotes = JSON.parse(body)["quotes"] || []
+        quotes.filter_map { |q| format_search_quote(q) }
+      rescue JSON::ParserError
+        []
+      end
+
+      def format_search_quote(quote)
+        symbol = quote["symbol"].to_s
+        return nil if symbol.empty?
+
+        {
+          symbol: symbol,
+          name: pick_search_name(symbol, quote["shortname"], quote["longname"]),
+          exchange: quote["exchDisp"] || quote["exchange"],
+          type: quote["quoteType"],
+          type_display: quote["typeDisp"]
+        }
+      end
+
+      # Mutual funds and some foreign listings report the symbol code as their `shortname`
+      # (e.g. Baelo Dividendo Creciente comes back with shortname="0P0001QYEF.F"); prefer the
+      # longname when shortname is missing or just echoes the symbol.
+      def pick_search_name(symbol, shortname, longname)
+        [shortname, longname, symbol].find { |n| !n.to_s.empty? && n != symbol } || symbol
+      end
+
       def fetch_from_cache(key)
         cached_entry = @cache[key]
         return unless cached_entry && Time.now - cached_entry[:timestamp] < CACHE_TTL

data/lib/yahoo_finance_client/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module YahooFinanceClient
-  VERSION = "0.4.0"
+  VERSION = "0.5.0"
 end

data/mise.toml

@@ -0,0 +1,2 @@
+[tools]
+ruby = "3.4.1"

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: yahoo_finance_client
 version: !ruby/object:Gem::Version
-  version: 0.4.0
+  version: 0.5.0
 platform: ruby
 authors:
 - Francesc Leveque
 bindir: exe
 cert_chain: []
-date: 1980-01-02 00:00:00.000000000 Z
+date: 2026-05-15 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: csv
@@ -57,6 +57,7 @@ files:
 - lib/yahoo_finance_client/session.rb
 - lib/yahoo_finance_client/stock.rb
 - lib/yahoo_finance_client/version.rb
+- mise.toml
 - sig/yahoo_finance_client.rbs
 homepage: https://github.com/fleveque/dividend-portfolio
 licenses:
@@ -81,7 +82,7 @@ required_rubygems_version: !ruby/object:Gem::Requirement
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 3.6.7
+rubygems_version: 3.6.2
 specification_version: 4
 summary: Basic Yahoo! Finance API client
 test_files: []