yahoo_finance_client 0.6.0 → 0.8.0

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data/.rubocop.yml

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

@@ -1,5 +1,13 @@
 # Change Log
 
+## [0.8.0] - 2026-05-17
+
+- Add `Stock.get_quote_summary(symbol)` returning `{ sector:, industry: }` via Yahoo's `v10/finance/quoteSummary?modules=assetProfile` endpoint. Returns `nil` for funds, ETFs, or any symbol where the asset profile is empty. Same cookie + crumb auth as the existing quote calls.
+
+## [0.7.0] - 2026-05-16
+
+- Add `Stock.get_fx_rate(from, to)` returning the current FX rate between two ISO 4217 currency codes via Yahoo's `<FROM><TO>=X` quote symbol. Returns `1.0` for identity pairs without hitting the API; returns `nil` on error.
+
 ## [0.6.0] - 2026-05-16
 
 - Expose Yahoo's `currency` field in `get_quote` / `get_quotes` results so callers can support multi-currency portfolios

data/README.md

@@ -74,6 +74,26 @@ YahooFinanceClient::Stock.search("apple", count: 5)
 
 Search returns `[]` if the query is empty or the upstream request fails.
 
+### FX Rates
+
+Fetch a current FX rate between two ISO 4217 currency codes via Yahoo's `<FROM><TO>=X` quote symbol:
+```ruby
+YahooFinanceClient::Stock.get_fx_rate("EUR", "USD")
+# => 1.0823
+```
+
+Identity pairs short-circuit to `1.0` without hitting the API. Returns `nil` on any upstream error.
+
+### Sector / Industry
+
+Fetch the sector and industry for a ticker via Yahoo's `quoteSummary` endpoint:
+```ruby
+YahooFinanceClient::Stock.get_quote_summary("AAPL")
+# => { sector: "Technology", industry: "Consumer Electronics" }
+```
+
+Returns `nil` for funds, ETFs, or any symbol whose `assetProfile` is empty. Sector data changes rarely — cache aggressively on the caller side.
+
 ### Dividend History
 
 Fetch historical dividend payments via the chart API:

data/lib/yahoo_finance_client/stock.rb

@@ -10,6 +10,7 @@ module YahooFinanceClient
     QUOTE_PATH = "/v7/finance/quote"
     CHART_PATH = "/v8/finance/chart"
     SEARCH_PATH = "/v1/finance/search"
+    QUOTE_SUMMARY_PATH = "/v10/finance/quoteSummary"
     SEARCH_BASE_URL = "https://query1.finance.yahoo.com"
     CACHE_TTL = 300
     MAX_RETRIES = 2
@@ -37,6 +38,30 @@ module YahooFinanceClient
         fetch_from_cache(cache_key) || fetch_and_cache_dividend_history(cache_key, symbol, range)
       end
 
+      # Fetch the current FX rate between two ISO 4217 currency codes via Yahoo's
+      # `<FROM><TO>=X` quote symbol. Returns 1.0 for identity pairs without hitting the API.
+      #
+      # @param from [String] source currency code (e.g. "EUR")
+      # @param to [String] target currency code (e.g. "USD")
+      # @return [Float, nil] one unit of `from` expressed in `to`, or nil on error
+      def get_fx_rate(from, to)
+        return 1.0 if from == to
+
+        cache_key = "fx_#{from}_#{to}"
+        fetch_from_cache(cache_key) || fetch_and_cache_fx_rate(cache_key, from, to)
+      end
+
+      # Fetch the sector and industry for a single ticker via Yahoo's
+      # quoteSummary endpoint (`assetProfile` module). Returns nil for funds,
+      # ETFs, or any symbol where Yahoo doesn't expose an asset profile.
+      #
+      # @param symbol [String] stock ticker
+      # @return [Hash{Symbol => String}, nil] { sector:, industry: } or nil
+      def get_quote_summary(symbol)
+        cache_key = "quote_summary_#{symbol}"
+        fetch_from_cache(cache_key) || fetch_and_cache_quote_summary(cache_key, symbol)
+      end
+
       # Search the Yahoo Finance autocomplete index for matching symbols.
       #
       # @param query [String] free-text query (ticker or company name)
@@ -192,6 +217,75 @@ module YahooFinanceClient
         Time.at(value).utc.to_date
       end
 
+      def fetch_and_cache_fx_rate(cache_key, from, to)
+        rate = fetch_fx_rate_data("#{from}#{to}=X")
+        store_in_cache(cache_key, rate) if rate
+        rate
+      end
+
+      def fetch_fx_rate_data(symbol)
+        retries = 0
+        begin
+          parse_fx_response(make_authenticated_request(symbol))
+        rescue AuthenticationError
+          retries += 1
+          retry if retries <= MAX_RETRIES
+          nil
+        end
+      end
+
+      def parse_fx_response(response)
+        if auth_error?(response)
+          Session.instance.invalidate!
+          raise AuthenticationError, "Authentication failed"
+        end
+        return nil unless response.success?
+
+        rate = JSON.parse(response.body).dig("quoteResponse", "result", 0, "regularMarketPrice")
+        rate&.to_f
+      rescue JSON::ParserError
+        nil
+      end
+
+      def fetch_and_cache_quote_summary(cache_key, symbol)
+        profile = fetch_quote_summary_data(symbol)
+        store_in_cache(cache_key, profile) if profile
+        profile
+      end
+
+      def fetch_quote_summary_data(symbol)
+        retries = 0
+        begin
+          parse_quote_summary_response(make_quote_summary_request(symbol))
+        rescue AuthenticationError
+          retries += 1
+          retry if retries <= MAX_RETRIES
+          nil
+        end
+      end
+
+      def make_quote_summary_request(symbol)
+        session = Session.instance
+        session.ensure_authenticated
+        url = "#{session.base_url}#{QUOTE_SUMMARY_PATH}/#{symbol}?modules=assetProfile&crumb=#{session.crumb}"
+        HTTParty.get(url, headers: { "User-Agent" => Session::USER_AGENT, "Cookie" => session.cookie })
+      end
+
+      def parse_quote_summary_response(response)
+        if auth_error?(response)
+          Session.instance.invalidate!
+          raise AuthenticationError, "Authentication failed"
+        end
+        return nil unless response.success?
+
+        profile = JSON.parse(response.body).dig("quoteSummary", "result", 0, "assetProfile")
+        return nil if profile.nil? || profile["sector"].to_s.empty?
+
+        { sector: profile["sector"], industry: profile["industry"] }
+      rescue JSON::ParserError
+        nil
+      end
+
       def fetch_and_cache_dividend_history(cache_key, symbol, range)
         data = fetch_dividend_history_data(symbol, range)
         store_in_cache(cache_key, data) unless data.empty?

data/lib/yahoo_finance_client/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module YahooFinanceClient
-  VERSION = "0.6.0"
+  VERSION = "0.8.0"
 end

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: yahoo_finance_client
 version: !ruby/object:Gem::Version
-  version: 0.6.0
+  version: 0.8.0
 platform: ruby
 authors:
 - Francesc Leveque
 bindir: exe
 cert_chain: []
-date: 2026-05-16 00:00:00.000000000 Z
+date: 2026-05-17 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: csv