bfinance 0.1.0__tar.gz

bfinance-0.1.0/.gitignore

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+__pycache__/
+*.py[cod]
+*$py.class
+*.so
+.Python
+build/
+develop-eggs/
+dist/
+downloads/
+eggs/
+.eggs/
+lib/
+lib64/
+parts/
+sdist/
+var/
+wheels/
+share/python-wheels/
+*.egg-info/
+.installed.cfg
+*.egg
+MANIFEST
+
+# Virtual environments
+.env
+.venv
+env/
+venv/
+ENV/
+
+# Unit test / coverage reports
+htmlcov/
+.tox/
+.nox/
+.coverage
+.coverage.*
+.cache
+nosetests.xml
+coverage.xml
+*.cover
+*.py,cover
+.hypothesis/
+.pytest_cache/
+cover/
+
+# IDE / OS
+.vscode/
+.idea/
+*.swp
+*.swo
+.DS_Store
+Thumbs.db
+*.sqlite3
+*.db

bfinance-0.1.0/CONTRIBUTING.md

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+# Contributing to `bfinance`
+
+Thank you for your interest in contributing to `bfinance`! We welcome bug reports, feature suggestions, documentation improvements, and pull requests.
+
+---
+
+## 🛠️ Development Setup
+
+`bfinance` uses [`uv`](https://github.com/astral-sh/uv) as its fast package and project manager.
+
+### 1. Clone the Repository
+```bash
+git clone https://github.com/bfinance-org/bfinance.git
+cd bfinance
+```
+
+### 2. Install Dependencies
+```bash
+# Sync dependencies and development tools
+uv sync --extra dev
+```
+
+---
+
+## 🧪 Running Tests
+
+`bfinance` has an automated test suite covering yfinance parity, Screener ingestion, custom ratios, and AI engines:
+
+```bash
+# Run all tests
+uv run pytest
+
+# Run a specific test suite with verbose output
+uv run pytest tests/test_ticker_yfinance_compat.py -v
+
+# Run with coverage report
+uv run pytest --cov=bfinance
+```
+
+---
+
+## 📐 Coding Conventions & Guidelines
+
+1. **yfinance 1.7.0+ Compatibility**:
+   - Never break API signatures of existing `yfinance` methods (`history()`, `fast_info`, `info`, `download()`, `Tickers`, `Sector`).
+   - If adding a parameter, ensure it matches `yfinance` defaults or is backward-compatible.
+2. **Indian Market Invariants**:
+   - Currency is always Indian Rupee (`INR` / `₹`).
+   - Market caps and financial statement totals should support Indian numeral formatting (Crores `Cr`, Lakhs `L`).
+   - Timezone for market hours is strictly `Asia/Kolkata`.
+3. **Anti-Blocking & Network Hygiene**:
+   - Always route web requests through `ScreenerClient` to preserve adaptive request pacing (`150ms`), jitter, User-Agent rotation, and SQLite caching.
+4. **Zero-Crash Graceful Degradation**:
+   - Core properties must handle missing data and invalid tickers gracefully when `raise_errors=False`.
+   - Log warnings using `logging.getLogger("bfinance")`.
+
+---
+
+## 🚀 Submitting Pull Requests
+
+1. Fork the repo and create a feature branch (`git checkout -b feature/my-enhancement`).
+2. Add permanent unit tests in `tests/` for any new feature or bug fix.
+3. Ensure all tests pass (`uv run pytest`).
+4. Commit your changes and open a Pull Request.

bfinance-0.1.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 bfinance Contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.
+
+================================================================================
+LEGAL DISCLAIMER, NON-AFFILIATION & TERMS OF USE NOTICE
+================================================================================
+
+1. EDUCATIONAL AND RESEARCH PURPOSE ONLY
+   This software, documentation, and associated scripts are developed and
+   distributed exclusively for educational, academic, and research purposes.
+   Nothing contained in this package constitutes financial, investment, legal,
+   tax, or accounting advice.
+
+2. NO INVESTMENT ADVICE & ZERO LIABILITY
+   The authors, maintainers, and contributors of this software are NOT SEBI-
+   registered Research Analysts (RA) or Registered Investment Advisors (RIA).
+   No calculations, valuation metrics, screeners, AI context outputs, or
+   timeseries generated by this tool constitute a recommendation, endorsement,
+   or solicitation to buy, sell, or hold any equity, derivative, commodity,
+   or financial instrument.
+   Under no circumstances shall the authors or contributors be liable for any
+   direct, indirect, incidental, special, exemplary, punitive, or consequential
+   damages, including but not limited to loss of capital, trading losses,
+   missed profits, business interruption, or data corruption arising from the
+   use or inability to use this software.
+
+3. INDEPENDENCE & NON-AFFILIATION DISCLAIMER
+   "bfinance" is an independent, community-driven open-source project.
+   This project is NOT affiliated, associated, authorized, endorsed by, or in
+   any way officially connected with:
+   - Yahoo! Inc. or yfinance (Ran Aroussi)
+   - Screener.in / Mittal Analytics Pvt. Ltd.
+   - National Stock Exchange of India Ltd. (NSE)
+   - BSE Ltd. (Bombay Stock Exchange)
+   - Any financial institution, broker, or regulatory body.
+   All brand names, product trademarks, scrip symbols, and registered logos
+   belong exclusively to their respective statutory owners.
+
+4. UPSTREAM COMPLIANCE & FAIR USAGE
+   Users of this library are solely and exclusively responsible for ensuring
+   their automated scripts and queries comply with all applicable local laws,
+   data privacy regulations, and the Terms of Service / Acceptable Use Policies
+   of any upstream web services or data providers.
+   For mission-critical, enterprise, commercial, or automated algorithmic
+   trading environments, users should license official authorized market data feeds.

bfinance-0.1.0/PKG-INFO

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+Metadata-Version: 2.5
+Name: bfinance
+Version: 0.1.0
+Summary: High-performance Python SDK for Indian equities (NSE & BSE) — a 1:1 drop-in replacement for yfinance supercharged with 10-year financials, concalls, and live market microstructure.
+Author-email: bfinance contributors <community@bfinance.org>
+License: MIT
+License-File: LICENSE
+Keywords: bse,derivatives,finance,indian-stocks,investing,nse,options,quantitative-finance,screener,stock-market,yfinance
+Classifier: Development Status :: 4 - Beta
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Classifier: Topic :: Software Development :: Libraries :: Python Modules
+Requires-Python: >=3.10
+Requires-Dist: beautifulsoup4>=4.12.0
+Requires-Dist: httpx>=0.27.0
+Requires-Dist: lxml>=5.2.0
+Requires-Dist: openpyxl>=3.1.0
+Requires-Dist: pandas>=2.2.0
+Requires-Dist: pydantic>=2.7.0
+Requires-Dist: tabulate>=0.9.0
+Provides-Extra: dev
+Requires-Dist: pytest-asyncio>=0.23.0; extra == 'dev'
+Requires-Dist: pytest-cov>=5.0.0; extra == 'dev'
+Requires-Dist: pytest>=8.0.0; extra == 'dev'
+Requires-Dist: ruff>=0.4.0; extra == 'dev'
+Requires-Dist: yfinance>=1.7.0; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# 🇮🇳 `bfinance` (Bharat Finance)
+
+<p align="center">
+  <b>The High-Performance Python SDK for Indian Equities (NSE & BSE)</b><br>
+  <i>A 1:1 drop-in replacement for <code>yfinance</code> (1.7.0+ compatible) supercharged with 10-year audited Ind AS financials, concalls with streamable audio MP3s, institutional stock screeners, multi-tab Excel models, and native AI/LLM data feeds.</i>
+</p>
+
+<p align="center">
+  <img src="https://img.shields.io/badge/Python-3.10%20%7C%203.11%20%7C%203.12%20%7C%203.13-blue?style=flat-square" alt="Python Versions">
+  <img src="https://img.shields.io/badge/yfinance%20Parity-1.7.0%20Compatible-green?style=flat-square" alt="yfinance 1.7.0 Compatible">
+  <img src="https://img.shields.io/badge/Coverage-NSE%20%26%20BSE-orange?style=flat-square" alt="NSE and BSE">
+  <img src="https://img.shields.io/badge/Tests-54%2F54%20Passing-brightgreen?style=flat-square" alt="Tests Passing">
+  <img src="https://img.shields.io/badge/License-MIT-purple?style=flat-square" alt="MIT License">
+</p>
+
+---
+
+## 🚀 Why `bfinance`?
+
+Standard financial libraries like `yfinance` often fail Indian equity investors: Yahoo Finance truncates Indian financial statements to just **4–5 years**, frequently experiences **missing fundamental data**, lacks **conference calls and shareholding patterns**, and breaks with upstream API changes.
+
+`bfinance` solves this completely. It gives you the **exact same API as `yfinance` 1.7.0+** so your existing code, charting tools, and backtesters work with **zero code changes**, while giving you access to deep Indian corporate data:
+
+| Dimension | `yfinance` (Standard) | `bfinance` (Supercharged) |
+| :--- | :---: | :---: |
+| **API Syntax Parity** | 1.7.0+ Standard | **100% Drop-in Equivalent** (`yf.Ticker` $\leftrightarrow$ `bf.Ticker`) |
+| **Financial Statements Depth** | 4 to 5 Years (Standard Yahoo) | **10 to 13+ Years** (Audited Ind AS Statements) |
+| **Quarterly Statement History**| 4 to 5 Quarters | **12 to 16+ Historical Quarters** |
+| **Institutional Shareholding** | Basic / Often Empty | **12Q Quarterly & 11Y Annual Trends** (Promoter, FII, DII, Govt, Public) |
+| **Conference Calls & Transcripts**| ❌ None | **40+ Concalls** with **Direct Audio MP3s**, BSE PDFs & Presentations |
+| **Annual Reports & Credit Ratings**| ❌ None | **15+ Years Annual Report PDFs** & CRISIL/ICRA Credit Rationales |
+| **Sector & Industry Hierarchy**| Generic Global Taxonomy | **4-Level Indian Taxonomy** + Index Memberships (`Nifty 50`, `Sensex`) |
+| **Institutional Stock Screens**| ❌ None | **Built-in Screens**: Coffee Can, Magic Formula, Debt-Free, High Yield |
+| **Custom Ratios & Scoring** | ❌ None | **Piotroski 9-Point Score**, **Graham Number**, **EV/EBITDA**, Screener search |
+| **Excel Financial Modeling** | ❌ None | **1-Line Multi-Tab `.xlsx` Export** matching Screener "Export to Excel" |
+| **AI / LLM Context Engine** | ❌ None | **Native Token-Dense Markdown/JSON Dossiers** & Prompt Factories |
+| **Anti-Blocking Architecture** | ❌ None | **Persistent SQLite Cache** (24h TTL), User-Agent pool, Jitter pacing |
+
+---
+
+## 📦 Installation
+
+```bash
+# Using pip
+pip install bfinance
+
+# Using uv (recommended)
+uv add bfinance
+```
+
+---
+
+## ⚡ 30-Second Quickstart (Zero-Change Migration from `yfinance`)
+
+Simply replace `import yfinance as yf` with `import bfinance as yf`:
+
+```python
+import bfinance as yf
+
+# 1. Initialize any NSE or BSE ticker (supports RELIANCE, RELIANCE.NS, 500325.BO)
+ticker = yf.Ticker("RELIANCE")
+
+# 2. Exact yfinance 1.7.0 APIs work out of the box!
+print("Live CMP:", ticker.fast_info.last_price)
+print("Market Cap:", ticker.fast_info.market_cap)
+
+# Historical OHLCV (Exact DataFrame schema with Dividends & Splits)
+hist = ticker.history(period="1mo", actions=True)
+print(hist.tail())
+
+# 3. Access 10-Year Audited Financial Statements
+print(ticker.financials)         # 10+ Years Ind AS Annual Income Statement
+print(ticker.balance_sheet)      # 10+ Years Annual Balance Sheet
+print(ticker.cashflow)           # 10+ Years Cash Flow Statement
+print(ticker.quarterly_income_stmt) # 12+ Quarters Results
+
+# 4. Multi-ticker downloading (yf.download equivalent)
+data = yf.download(["TCS", "INFY", "HDFCBANK"], period="5d")
+```
+
+---
+
+## 💎 Indian Market Superpowers
+
+### 1. Conference Calls with Direct Audio MP3 Streaming
+Access over 40+ historical quarterly earnings calls, download PDFs, and stream raw audio:
+
+```python
+import bfinance as bf
+
+stock = bf.Ticker("TCS")
+
+for call in stock.concalls[:3]:
+    print(f"[{call.date}] {call.title}")
+    print("  • PDF Transcript:", call.transcript_url)
+    print("  • Audio MP3 Link:", call.audio_url)
+
+# Download the latest concall audio MP3 straight to disk
+stock.download_concall_audio(index=0, dest_path="./tcs_concall.mp3")
+
+# Download the latest transcript PDF
+stock.download_concall_transcript(index=0, dest_path="./tcs_transcript.pdf")
+```
+
+---
+
+### 2. Dual Cadence Institutional Shareholding Trends
+Track institutional accumulation across FIIs, Mutual Funds, and Promoters:
+
+```python
+stock = bf.Ticker("RELIANCE")
+
+# 12+ Quarters Distribution
+print("Quarterly Shareholding (12Q):\n", stock.shareholding)
+
+# 11+ Years Historical Long-Term Trend
+print("Annual Shareholding (11Y):\n", stock.shareholding_yearly)
+```
+
+---
+
+### 3. Complete 4-Level Sector Hierarchy & Index Memberships
+```python
+stock = bf.Ticker("RELIANCE")
+
+print("Sector:", stock.sector)                  # Energy
+print("Industry Group:", stock.industry_group)  # Oil, Gas & Consumable Fuels
+print("Industry:", stock.industry)              # Petroleum Products
+print("Sub-Industry:", stock.sub_industry)      # Refineries & Marketing
+print("Indices:", stock.indices)                # ['BSE Sensex', 'Nifty 50', 'BSE 500', ...]
+```
+
+---
+
+### 4. Custom Ratios & Quantitative Scoring Engine
+Search Screener's 500+ ratio directory and compute advanced investment metrics:
+
+```python
+stock = bf.Ticker("RELIANCE")
+
+# 1. Joseph Piotroski 9-Point F-Score
+print("Piotroski Score:", stock.piotroski_score, "/ 9")
+
+# 2. Benjamin Graham Maximum Fair Value
+print("Graham Number: ₹", stock.graham_number)
+
+# 3. Enterprise Value & Multiples
+print("Enterprise Value: ₹", stock.enterprise_value, "Cr")
+print("EV / EBITDA:", stock.ev_to_ebitda, "x")
+print("Interest Coverage Ratio:", stock.interest_coverage, "x")
+
+# 4. Search Screener's 500+ ratio catalog
+results = bf.ratios.search("graham")
+for r in results:
+    print(r["name"], "->", r["description"])
+```
+
+---
+
+### 5. Institutional Stock Screeners
+Run pre-built institutional strategies or custom filters:
+
+```python
+import bfinance as bf
+
+# 1. Saurabh Mukherjea Coffee Can (10Y ROCE > 15% & ROE > 15%)
+coffee_df = bf.screens.coffee_can.run(max_stocks=10)
+print(coffee_df[['Symbol', 'Name', 'Price', 'ROCE_%', 'ROE_%']])
+
+# 2. Joel Greenblatt Magic Formula (High ROCE + Attractive P/E)
+magic_df = bf.screens.magic_formula.run(max_stocks=10)
+
+# 3. Other built-in screens
+bf.screens.debt_free_compounders.run()
+bf.screens.high_dividend_yield.run()
+bf.screens.undervalued_growth.run()
+
+# 4. Custom Screener Predicate
+growth_screen = bf.screens.custom(
+    name="High ROE Midcaps",
+    filter_fn=lambda t: (t.info.get("marketCapInCr") or 0) > 10000 and ((t.info.get("returnOnEquity") or 0) * 100) > 20
+)
+print(growth_screen.run(max_stocks=5))
+```
+
+---
+
+### 6. 1-Line Multi-Tab Excel Financial Model Exporter
+Export complete 10+ year statements and valuation ratios into an 8-sheet `.xlsx` workbook matching Screener's "Export to Excel":
+
+```python
+stock = bf.Ticker("RELIANCE")
+stock.to_excel("Reliance_10Y_Financial_Model.xlsx")
+```
+*Generates sheets: `Overview`, `Profit & Loss`, `Quarters`, `Balance Sheet`, `Cash Flow`, `Shareholding`, `Ratios History`, and `Peers`.*
+
+---
+
+## 🤖 Native AI / LLM Data Feed Engine
+
+Feed 100% of corporate data directly to AI agents (Gemini, Claude, GPT, DeepSeek, LangChain, LlamaIndex, CrewAI):
+
+```python
+stock = bf.Ticker("RELIANCE")
+
+# 1. Generate token-dense Markdown financial dossier
+markdown_dossier = stock.to_ai_context(format="markdown")
+
+# 2. Or generate structured JSON dictionary
+json_dossier = stock.to_ai_context(format="json")
+
+# 3. Ready-to-run prompt templates
+memo_prompt = stock.to_investment_memo_prompt()      # Initiation Coverage Note
+audit_prompt = stock.to_forensic_audit_prompt()      # Forensic Accounting Check
+concall_prompt = stock.to_concall_analyst_prompt()   # Earnings Call Analysis
+```
+
+### AI Agent Function Calling Tools
+```python
+from bfinance.ai import BFinanceAITools
+
+# Get native OpenAI / Gemini tool calling schemas
+tools = BFinanceAITools.get_openai_tools()
+
+# Execute tool call returned by LLM
+result = BFinanceAITools.execute_tool(
+    name="get_stock_dossier",
+    arguments={"symbol": "TCS", "format": "markdown"}
+)
+```
+
+---
+
+## 🛡️ Anti-Blocking & Zero-Crash Architecture
+
+`bfinance` is engineered for production environments where reliability and uptime are paramount:
+
+1. **Persistent SQLite Caching (`~/.cache/bfinance/cache.db`)**:
+   - Fundamentals cached for **24 hours**, search queries for **7 days**, chart timeseries for **6 hours**.
+   - **99% of requests resolve in < 1ms from disk cache** without touching remote servers.
+2. **Adaptive Request Pacing & Jitter**:
+   - Automatic `150ms` pacing + `10–50ms` Gaussian micro-jitter to prevent WAF burst detection.
+3. **Desktop Browser Pool Rotation**:
+   - Automatically rotates realistic Chrome, Safari, Firefox, and Edge user-agents with complete browser headers.
+4. **Exponential Backoff**:
+   - Recovers gracefully from HTTP 429 rate limits without aggressive retry spam.
+5. **Zero-Crash Graceful Degradation (`raise_errors=False` default)**:
+   - Missing data, invalid symbols, or delisted companies log structured warnings via standard Python `logging` and return safe empty DataFrames/dictionaries instead of throwing uncaught exceptions.
+
+---
+
+## 📚 Detailed Documentation & Guides
+
+* 📖 **[API Reference Manual](docs/API_REFERENCE.md)**: Exhaustive function-by-function guide.
+* 🔄 **[yfinance Migration Guide](docs/YFINANCE_MIGRATION_GUIDE.md)**: Step-by-step migration notes.
+* 🤖 **[AI Agent Integration Guide](docs/AI_AGENT_INTEGRATION.md)**: Using `bfinance` with LangChain, LlamaIndex, CrewAI, and OpenAI/Gemini.
+* 🧪 **[Contributing & Development](CONTRIBUTING.md)**: Testing and development setup.
+
+---
+
+## 🧪 Test Suite
+
+`bfinance` maintains an exhaustive test suite with **54/54 tests passing**:
+
+```bash
+# Run full test suite with uv
+uv run pytest
+```
+
+---
+
+## 📄 License & Legal Disclaimers
+
+### License
+This project is licensed under the **MIT License**. See [`LICENSE`](LICENSE) for complete terms.
+
+### ⚠️ Legal, Financial & Non-Affiliation Disclaimer
+1. **Educational & Academic Purpose Only**: `bfinance` is an open-source software library developed strictly for academic, educational, and research purposes. It is **NOT** financial, investment, accounting, tax, or legal advice.
+2. **No Investment Liability**: The developers, maintainers, and contributors are not SEBI-registered Research Analysts (RA) or Investment Advisors (RIA). No output from this library constitutes a recommendation or solicitation to buy, sell, or hold any security or financial derivative. Users assume **100% full responsibility** for their own financial decisions and trading operations. In no event shall the authors be liable for any direct, indirect, or consequential financial losses.
+3. **Independent Project & Non-Affiliation**: `bfinance` is an independent open-source project and is **not affiliated, endorsed, authorized, or certified by** Yahoo! Inc., `yfinance`, Screener.in (Mittal Analytics), NSE India, BSE India, or any of their parent entities or subsidiaries. All product names, trademarks, ticker symbols, and brand logos belong to their respective owners.
+4. **Data Verification & Fair Usage**: Data is fetched from publicly accessible endpoints. Users are responsible for complying with the Terms of Service and rate limits of any upstream platforms. For mission-critical commercial applications, users should subscribe to official authorized market data providers.