btgsolutions-dataservices-python-client 4.0.0__tar.gz → 4.1.1__tar.gz

{btgsolutions_dataservices_python_client-4.0.0/btgsolutions_dataservices_python_client.egg-info → btgsolutions_dataservices_python_client-4.1.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: btgsolutions_dataservices_python_client
-Version: 4.0.0
+Version: 4.1.1
 Summary: Python package containing several classes and data for extracting and manipulating market and trading data.
 Home-page: https://github.com/BTG-Pactual-Solutions/btgsolutions-dataservices-python-client
 Author: BTG Solutions Data Services powered by BTG Pactual Solutions
@@ -527,6 +527,8 @@ company_data.all_financial_tables(ticker='PETR4')
 import btgsolutions_dataservices as btg
 meta = btg.AlternativeDataMetadata(api_key='YOUR_API_KEY')
 meta.get_company_directory(query='PETROBRAS', jurisdiction='BR')
+meta.list_companies(query='PETROBRAS', jurisdiction='BR')
+meta.list_etfs(query='BOVA')
 meta.get_company_sector(identifier='PETR4')
 meta.get_taxonomy(system='b3')
 meta.get_cnae(code='6422100')
@@ -543,6 +545,7 @@ meta.get_available_indicators()
 ```python
 import btgsolutions_dataservices as btg
 companies = btg.AlternativeDataCompanies(api_key='YOUR_API_KEY')
+companies.list_companies(query='PETROBRAS', jurisdiction='BR')
 companies.get_board(company_id='VALE3', body='board')
 companies.get_governance_summary(company_id='ITUB4')
 companies.get_governance_history(company_id='PETR4', start_date='2023-01-01', end_date='2024-12-31')
@@ -554,8 +557,9 @@ companies.get_corporate_registry(company_id='PETR4', direction='partners')
 companies.get_corporate_registry(company_id='PETR4', direction='investees')
 companies.get_insider_trades(company_id='AAPL', start_date='2024-01-01', end_date='2024-12-31')
 companies.get_board_changes(company_id='VALE3', event='appointed')
-companies.get_financial_statements(company_id='PETR4', statement='income_statement', quarter='Q42024')
-companies.get_financial_notes(company_id='VALE3', quarter='Q42024')
+companies.get_assemblies(company_id='PINE4')
+companies.get_financial_statements(company_id='PETR4', statement='income_statement', quarter='4T24')
+companies.get_financial_notes(company_id='VALE3', quarter='4T24')
 companies.get_disclosures(company_id='PETR4', document_type='repurchase')
 companies.get_disclosures(company_id='PETR4', document_type='insider')
 ```
@@ -574,10 +578,11 @@ people.get_appointments(person_id='slug:Jean Paul Lemann', group_by='company')
 ```python
 import btgsolutions_dataservices as btg
 funds = btg.AlternativeDataFunds(api_key='YOUR_API_KEY')
-funds.get_holdings(fund_id='73.232.530/0001-46', reference_date='2024-12-31')
-funds.get_exposures(fund_id='73.232.530/0001-46', exposure_type='asset_class')
-funds.get_history(fund_id='73.232.530/0001-46', start_date='2024-01-01', end_date='2024-12-31')
-funds.get_lookthrough(fund_id='73.232.530/0001-46')
+funds.list_etfs(query='BOVA')
+funds.get_holdings(fund_id='BOVA11', reference_date='2024-12-31')
+funds.get_exposures(fund_id='BOVA11', exposure_type='asset_class')
+funds.get_history(fund_id='BOVA11', start_date='2024-01-01', end_date='2024-12-31')
+funds.get_lookthrough(fund_id='BOVA11')
 funds.get_manager_aggregate_holdings(manager_id='ITAÚ ASSET MANAGEMENT')
 ```
 
@@ -591,6 +596,7 @@ ownership.get_ownership_current(company_id='ITUB4')
 ownership.get_ownership_history(company_id='PETR4', start_date='2023-01-01', end_date='2024-12-31')
 ownership.get_ownership_change_events(company_id='VALE3', start_date='2024-01-01', end_date='2024-12-31')
 ownership.get_ownership_official_notices(company_id='PETR4')
+ownership.get_notice_summary(url='https://www.rad.cvm.gov.br/ENETWEB/frmGerenciaPastaDeArquivos.aspx?numProtocolo=1234567')
 ownership.get_ownership_control_group(company_id='VALE3')
 ownership.get_ownership_free_float(company_id='PETR4')
 ownership.get_shareholder_holdings(shareholder_id='00.000.000/0001-91')
@@ -613,6 +619,8 @@ macro.get_dpmfi(start_date='2024-01', end_date='2024-12', status='dados_oficiais
 macro.get_dpmfi_composition(bond_type='IPCA')
 ```
 
+`AlternativeDataMacroMarkets` exposes the public-sources market-data endpoint for B3 maximum theoretical margin. The direct market-data `investor-categories` endpoint is intentionally not exposed in this package.
+
 ### Reference Data
 
 #### Corporate Events

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/README.md

@@ -504,6 +504,8 @@ company_data.all_financial_tables(ticker='PETR4')
 import btgsolutions_dataservices as btg
 meta = btg.AlternativeDataMetadata(api_key='YOUR_API_KEY')
 meta.get_company_directory(query='PETROBRAS', jurisdiction='BR')
+meta.list_companies(query='PETROBRAS', jurisdiction='BR')
+meta.list_etfs(query='BOVA')
 meta.get_company_sector(identifier='PETR4')
 meta.get_taxonomy(system='b3')
 meta.get_cnae(code='6422100')
@@ -520,6 +522,7 @@ meta.get_available_indicators()
 ```python
 import btgsolutions_dataservices as btg
 companies = btg.AlternativeDataCompanies(api_key='YOUR_API_KEY')
+companies.list_companies(query='PETROBRAS', jurisdiction='BR')
 companies.get_board(company_id='VALE3', body='board')
 companies.get_governance_summary(company_id='ITUB4')
 companies.get_governance_history(company_id='PETR4', start_date='2023-01-01', end_date='2024-12-31')
@@ -531,8 +534,9 @@ companies.get_corporate_registry(company_id='PETR4', direction='partners')
 companies.get_corporate_registry(company_id='PETR4', direction='investees')
 companies.get_insider_trades(company_id='AAPL', start_date='2024-01-01', end_date='2024-12-31')
 companies.get_board_changes(company_id='VALE3', event='appointed')
-companies.get_financial_statements(company_id='PETR4', statement='income_statement', quarter='Q42024')
-companies.get_financial_notes(company_id='VALE3', quarter='Q42024')
+companies.get_assemblies(company_id='PINE4')
+companies.get_financial_statements(company_id='PETR4', statement='income_statement', quarter='4T24')
+companies.get_financial_notes(company_id='VALE3', quarter='4T24')
 companies.get_disclosures(company_id='PETR4', document_type='repurchase')
 companies.get_disclosures(company_id='PETR4', document_type='insider')
 ```
@@ -550,11 +554,12 @@ people.get_appointments(person_id='slug:Jean Paul Lemann', group_by='company')
 
 ```python
 import btgsolutions_dataservices as btg
-funds = btg.AlternativeDataFunds(api_key='YOUR_API_KEY')
-funds.get_holdings(fund_id='73.232.530/0001-46', reference_date='2024-12-31')
-funds.get_exposures(fund_id='73.232.530/0001-46', exposure_type='asset_class')
-funds.get_history(fund_id='73.232.530/0001-46', start_date='2024-01-01', end_date='2024-12-31')
-funds.get_lookthrough(fund_id='73.232.530/0001-46')
+funds = btg.AlternativeDataFunds(api_key='YOUR_API_KEY')
+funds.list_etfs(query='BOVA')
+funds.get_holdings(fund_id='BOVA11', reference_date='2024-12-31')
+funds.get_exposures(fund_id='BOVA11', exposure_type='asset_class')
+funds.get_history(fund_id='BOVA11', start_date='2024-01-01', end_date='2024-12-31')
+funds.get_lookthrough(fund_id='BOVA11')
 funds.get_manager_aggregate_holdings(manager_id='ITAÚ ASSET MANAGEMENT')
 ```
 
@@ -568,6 +573,7 @@ ownership.get_ownership_current(company_id='ITUB4')
 ownership.get_ownership_history(company_id='PETR4', start_date='2023-01-01', end_date='2024-12-31')
 ownership.get_ownership_change_events(company_id='VALE3', start_date='2024-01-01', end_date='2024-12-31')
 ownership.get_ownership_official_notices(company_id='PETR4')
+ownership.get_notice_summary(url='https://www.rad.cvm.gov.br/ENETWEB/frmGerenciaPastaDeArquivos.aspx?numProtocolo=1234567')
 ownership.get_ownership_control_group(company_id='VALE3')
 ownership.get_ownership_free_float(company_id='PETR4')
 ownership.get_shareholder_holdings(shareholder_id='00.000.000/0001-91')
@@ -590,6 +596,8 @@ macro.get_dpmfi(start_date='2024-01', end_date='2024-12', status='dados_oficiais
 macro.get_dpmfi_composition(bond_type='IPCA')
 ```
 
+`AlternativeDataMacroMarkets` exposes the public-sources market-data endpoint for B3 maximum theoretical margin. The direct market-data `investor-categories` endpoint is intentionally not exposed in this package.
+
 ### Reference Data
 
 #### Corporate Events

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/__init__.py

@@ -1,4 +1,4 @@
-__version__ = "4.0.0"
+__version__ = "4.1.1"
 
 from .websocket import *
 from .rest import *

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/alternative_data_companies.py

@@ -14,6 +14,7 @@ class AlternativeDataCompanies:
 
     >>> from btgsolutions_dataservices import AlternativeDataCompanies
     >>> companies = AlternativeDataCompanies(api_key='YOUR_API_KEY')
+    >>> companies.list_companies(query='PETROBRAS', jurisdiction='BR')
     >>> companies.get_board(company_id='PETR4')
     >>> companies.get_governance_summary(company_id='VALE3')
     >>> companies.get_financial_statements(company_id='ITUB4')
@@ -28,13 +29,13 @@ class AlternativeDataCompanies:
 
     def __init__(self, api_key: str):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
     def _get(self, path: str, params: dict) -> dict:
         url = f"{url_api_v1}/public-sources/{path}"
         params = {k: v for k, v in params.items() if v is not None and v != ""}
-        response = requests.get(url, params=params, headers=self.headers, timeout=30)
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(url, params=params, headers=headers, timeout=30)
         if response.status_code != 200:
             self._raise_error(response)
         return response.json()
@@ -48,6 +49,38 @@ class AlternativeDataCompanies:
             detail = response.text
         raise BadResponse(f"Error {response.status_code}: {detail}")
 
+    def list_companies(
+        self,
+        query: Optional[str] = None,
+        jurisdiction: Optional[str] = None,
+        limit: int = 50,
+        offset: int = 0,
+    ) -> dict:
+        """
+        List or search companies available in the public-sources company directory.
+
+        Parameters
+        ----------------
+        query: str
+            Free-text search over company name, ticker, CNPJ, or CIK.
+            Field is not required. Example: 'PETROBRAS'.
+        jurisdiction: str
+            Filter by jurisdiction: 'BR' or 'US'.
+            Field is not required.
+        limit: int
+            Maximum number of results to return.
+            Field is not required. Default: 50.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("companies/list", {
+            "query": query,
+            "jurisdiction": jurisdiction,
+            "limit": limit,
+            "offset": offset,
+        })
+
     def get_board(
         self,
         company_id: str,
@@ -439,7 +472,7 @@ class AlternativeDataCompanies:
             Statement type (e.g. 'income_statement', 'balance_sheet', 'cash_flow').
             Field is not required. Default: 'income_statement'.
         quarter: str
-            Quarter filter in QTyy format (e.g. 'Q12024').
+            Brazilian quarter code filter (e.g. '1T24' or '4T24').
             Field is not required.
         reference_date: str
             Reference date in YYYY-MM-DD format.
@@ -486,7 +519,7 @@ class AlternativeDataCompanies:
             Company identifier (CNPJ, CVM code, or B3 ticker).
             Field is required. Example: 'VALE3'.
         quarter: str
-            Quarter filter in QTyy format (e.g. 'Q42024').
+            Brazilian quarter code filter (e.g. '1T24' or '4T24').
             Field is not required.
         limit: int
             Maximum number of results to return.
@@ -527,8 +560,9 @@ class AlternativeDataCompanies:
             Company identifier.
             Field is not required. Example: 'PETR4'.
         document_type: str
-            Document type: 'repurchase' (buyback programs) or 'insider'
-            (insider trading notifications).
+            Document type: 'repurchase' (buyback programs) or 'insiders'
+            (Brazilian insider trading notifications). The 'insider' alias is
+            also accepted upstream.
             Field is not required. Default: 'repurchase'.
         asset: str
             Ticker asset filter.
@@ -575,3 +609,35 @@ class AlternativeDataCompanies:
             "limit": limit,
             "offset": offset,
         })
+
+    def get_assemblies(
+        self,
+        company_id: str,
+        start_date: Optional[str] = None,
+        end_date: Optional[str] = None,
+        limit: int = 50,
+    ) -> dict:
+        """
+        Shareholder assembly index (AGO/AGE) for a Brazilian company.
+
+        Parameters
+        ----------------
+        company_id: str
+            Company identifier (ticker, CNPJ or company name).
+            Field is required. Example: 'PINE4'.
+        start_date: str
+            Start date in YYYY-MM-DD format.
+            Field is not required.
+        end_date: str
+            End date in YYYY-MM-DD format.
+            Field is not required.
+        limit: int
+            Maximum number of results to return.
+            Field is not required. Default: 50.
+        """
+        return self._get("companies/assemblies", {
+            "company_id": company_id,
+            "start_date": start_date,
+            "end_date": end_date,
+            "limit": limit,
+        })

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/alternative_data_funds.py

@@ -14,9 +14,10 @@ class AlternativeDataFunds:
 
     >>> from btgsolutions_dataservices import AlternativeDataFunds
     >>> funds = AlternativeDataFunds(api_key='YOUR_API_KEY')
-    >>> funds.get_holdings(fund_id='73.232.530/0001-46')
-    >>> funds.get_exposures(fund_id='73.232.530/0001-46')
-    >>> funds.get_history(fund_id='73.232.530/0001-46')
+    >>> funds.list_etfs()
+    >>> funds.get_holdings(fund_id='BOVA11')
+    >>> funds.get_exposures(fund_id='BOVA11')
+    >>> funds.get_history(fund_id='BOVA11')
 
     Parameters
     ----------------
@@ -27,13 +28,13 @@ class AlternativeDataFunds:
 
     def __init__(self, api_key: str):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
     def _get(self, path: str, params: dict) -> dict:
         url = f"{url_api_v1}/public-sources/{path}"
         params = {k: v for k, v in params.items() if v is not None and v != ""}
-        response = requests.get(url, params=params, headers=self.headers, timeout=30)
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(url, params=params, headers=headers, timeout=30)
         if response.status_code != 200:
             self._raise_error(response)
         return response.json()
@@ -47,6 +48,55 @@ class AlternativeDataFunds:
             detail = response.text
         raise BadResponse(f"Error {response.status_code}: {detail}")
 
+    def list_etfs(
+        self,
+        query: Optional[str] = None,
+        issuer: Optional[str] = None,
+        source: str = "official",
+        sort_by: str = "name",
+        min_positions: int = 1,
+        limit: int = 100,
+        offset: int = 0,
+    ) -> dict:
+        """
+        List ETFs available in the public-sources ETF registry.
+
+        Parameters
+        ----------------
+        query: str
+            Free-text filter over ticker, fund name, CNPJ, or issuer.
+            Field is not required. Example: 'BOVA'.
+        issuer: str
+            Issuer key/name filter (e.g. 'blackrock', 'btg_pactual').
+            Field is not required.
+        source: str
+            Holdings source used to compute reference_date, positions_count and
+            total_value: 'official', 'approximate', or 'index'.
+            Field is not required. Default: 'official'.
+        sort_by: str
+            Sort mode: 'name', 'ticker', 'positions_count_desc',
+            'total_value_desc', or 'total_value_asc'.
+            Field is not required. Default: 'name'.
+        min_positions: int
+            Minimum number of positions required for an ETF to be returned.
+            Field is not required. Default: 1.
+        limit: int
+            Maximum number of ETFs to return.
+            Field is not required. Default: 100.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("funds/etfs", {
+            "query": query,
+            "issuer": issuer,
+            "source": source,
+            "sort_by": sort_by,
+            "min_positions": min_positions,
+            "limit": limit,
+            "offset": offset,
+        })
+
     def get_holdings(
         self,
         fund_id: str,
@@ -62,7 +112,8 @@ class AlternativeDataFunds:
         Parameters
         ----------------
         fund_id: str
-            Fund identifier. Accepts CNPJ (BR funds/ETFs) or US fund identifier.
+            Fund identifier. Accepts a CNPJ, a BR ETF ticker such as 'BOVA11',
+            or a US fund identifier.
             Field is required. Example: '73.232.530/0001-46'.
         reference_date: str
             Reference date in YYYY-MM-DD format. Defaults to the most recent snapshot.
@@ -96,14 +147,14 @@ class AlternativeDataFunds:
         exposure_type: str = "all",
     ) -> dict:
         """
-        Portfolio exposures for a Brazilian CVM fund (asset class, issuer,
-        sector, indexer, maturity, country).
+        Portfolio exposures for a Brazilian CVM fund or ETF (asset class,
+        issuer, sector, indexer, maturity, country).
 
         Parameters
         ----------------
         fund_id: str
-            Fund CNPJ.
-            Field is required. Example: '73.232.530/0001-46'.
+            Fund CNPJ or BR ETF ticker.
+            Field is required. Example: 'BOVA11'.
         reference_date: str
             Reference date in YYYY-MM-DD format. Defaults to the most recent snapshot.
             Field is not required.
@@ -126,14 +177,15 @@ class AlternativeDataFunds:
         limit: int = 12,
     ) -> dict:
         """
-        Holdings history time-series for a Brazilian CVM fund (snapshot metadata
-        per reference date: positions count, total value, NAV).
+        History time-series for a Brazilian CVM fund or ETF. Mutual funds
+        return NAV/quota fields; ETFs return portfolio total_value and
+        positions_count.
 
         Parameters
         ----------------
         fund_id: str
-            Fund CNPJ.
-            Field is required. Example: '73.232.530/0001-46'.
+            Fund CNPJ or BR ETF ticker.
+            Field is required. Example: 'BOVA11'.
         start_date: str
             Start date in YYYY-MM-DD format.
             Field is not required.
@@ -158,14 +210,14 @@ class AlternativeDataFunds:
         limit: int = 100,
     ) -> dict:
         """
-        Look-through resolution for a fund-of-funds (resolves nested fund
-        positions to underlying assets).
+        Look-through resolution for a fund or ETF (resolves nested fund
+        positions to underlying assets when available).
 
         Parameters
         ----------------
         fund_id: str
-            Fund CNPJ.
-            Field is required.
+            Fund CNPJ or BR ETF ticker.
+            Field is required. Example: 'BOVA11'.
         reference_date: str
             Reference date in YYYY-MM-DD format. Defaults to the most recent snapshot.
             Field is not required.

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/alternative_data_macro_markets.py

@@ -28,13 +28,13 @@ class AlternativeDataMacroMarkets:
 
     def __init__(self, api_key: str):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
     def _get(self, path: str, params: dict) -> dict:
         url = f"{url_api_v1}/public-sources/{path}"
         params = {k: v for k, v in params.items() if v is not None and v != ""}
-        response = requests.get(url, params=params, headers=self.headers, timeout=30)
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(url, params=params, headers=headers, timeout=30)
         if response.status_code != 200:
             self._raise_error(response)
         return response.json()

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/alternative_data_metadata.py

@@ -15,6 +15,8 @@ class AlternativeDataMetadata:
 
     >>> from btgsolutions_dataservices import AlternativeDataMetadata
     >>> meta = AlternativeDataMetadata(api_key='YOUR_API_KEY')
+    >>> meta.list_companies(query='PETROBRAS')
+    >>> meta.list_etfs(query='BOVA')
     >>> meta.get_company_directory(query='PETROBRAS')
     >>> meta.get_taxonomy(system='b3')
     >>> meta.get_company_sector(identifier='PETR4')
@@ -28,13 +30,13 @@ class AlternativeDataMetadata:
 
     def __init__(self, api_key: str):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
     def _get(self, path: str, params: dict) -> dict:
         url = f"{url_api_v1}/public-sources/{path}"
         params = {k: v for k, v in params.items() if v is not None and v != ""}
-        response = requests.get(url, params=params, headers=self.headers, timeout=30)
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(url, params=params, headers=headers, timeout=30)
         if response.status_code != 200:
             self._raise_error(response)
         return response.json()
@@ -50,8 +52,8 @@ class AlternativeDataMetadata:
 
     def get_datasets(self) -> dict:
         """
-        List the public-source market-data datasets available for discovery
-        (maximum_theoretical_margin, investor_categories).
+        List public-source datasets available for discovery. The direct
+        market-data investor-categories endpoint is not exposed by this package.
         """
         return self._get("datasets", {})
 
@@ -71,8 +73,9 @@ class AlternativeDataMetadata:
             Reference date in YYYY-MM-DD format. Defaults to the latest available day.
             Field is not required.
         dataset: str
-            Dataset to scope the listing: 'maximum_theoretical_margin',
-            'investor_categories', or 'all' (default).
+            Dataset to scope the listing: 'maximum_theoretical_margin' or
+            'all' (default). The direct investor-categories endpoint is not
+            exposed by this package.
             Field is not required. Default: 'all'.
         prefix: str
             Ticker/code prefix filter (e.g. 'PETR' to list only PETR3, PETR4, ...).
@@ -127,6 +130,87 @@ class AlternativeDataMetadata:
             "offset": offset,
         })
 
+    def list_companies(
+        self,
+        query: Optional[str] = None,
+        jurisdiction: Optional[str] = None,
+        limit: int = 50,
+        offset: int = 0,
+    ) -> dict:
+        """
+        List or search companies available in the public-sources company directory.
+
+        Parameters
+        ----------------
+        query: str
+            Free-text search over company name, ticker, CNPJ, or CIK.
+            Field is not required. Example: 'PETROBRAS'.
+        jurisdiction: str
+            Filter by jurisdiction: 'BR' or 'US'.
+            Field is not required.
+        limit: int
+            Maximum number of results to return.
+            Field is not required. Default: 50.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("companies/list", {
+            "query": query,
+            "jurisdiction": jurisdiction,
+            "limit": limit,
+            "offset": offset,
+        })
+
+    def list_etfs(
+        self,
+        query: Optional[str] = None,
+        issuer: Optional[str] = None,
+        source: str = "official",
+        sort_by: str = "name",
+        min_positions: int = 1,
+        limit: int = 100,
+        offset: int = 0,
+    ) -> dict:
+        """
+        List ETFs available in the public-sources ETF registry.
+
+        Parameters
+        ----------------
+        query: str
+            Free-text filter over ticker, fund name, CNPJ, or issuer.
+            Field is not required. Example: 'BOVA'.
+        issuer: str
+            Issuer key/name filter (e.g. 'blackrock', 'btg_pactual').
+            Field is not required.
+        source: str
+            Holdings source used to compute reference_date, positions_count and
+            total_value: 'official', 'approximate', or 'index'.
+            Field is not required. Default: 'official'.
+        sort_by: str
+            Sort mode: 'name', 'ticker', 'positions_count_desc',
+            'total_value_desc', or 'total_value_asc'.
+            Field is not required. Default: 'name'.
+        min_positions: int
+            Minimum number of positions required for an ETF to be returned.
+            Field is not required. Default: 1.
+        limit: int
+            Maximum number of ETFs to return.
+            Field is not required. Default: 100.
+        offset: int
+            Number of results to skip for pagination.
+            Field is not required. Default: 0.
+        """
+        return self._get("funds/etfs", {
+            "query": query,
+            "issuer": issuer,
+            "source": source,
+            "sort_by": sort_by,
+            "min_positions": min_positions,
+            "limit": limit,
+            "offset": offset,
+        })
+
     def get_financial_statement_types(self) -> dict:
         """
         List the available financial statement types (e.g. income_statement,

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/alternative_data_ownership.py

@@ -28,13 +28,13 @@ class AlternativeDataOwnership:
 
     def __init__(self, api_key: str):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
     def _get(self, path: str, params: dict) -> dict:
         url = f"{url_api_v1}/public-sources/{path}"
         params = {k: v for k, v in params.items() if v is not None and v != ""}
-        response = requests.get(url, params=params, headers=self.headers, timeout=30)
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(url, params=params, headers=headers, timeout=30)
         if response.status_code != 200:
             self._raise_error(response)
         return response.json()
@@ -203,6 +203,37 @@ class AlternativeDataOwnership:
             "limit": limit,
         })
 
+    def get_notice_summary(
+        self,
+        url: str,
+        lang: str = "pt",
+        timeout: int = 120,
+    ) -> dict:
+        """
+        AI-generated summary for a CVM RAD PDF document.
+
+        Parameters
+        ----------------
+        url: str
+            CVM RAD download URL for the PDF to summarize.
+            Field is required.
+        lang: str
+            Summary language: 'pt', 'en', or 'es'.
+            Field is not required. Default: 'pt'.
+        timeout: int
+            Request timeout in seconds. AI summaries can take longer than
+            standard data endpoints when a new summary is generated.
+            Field is not required. Default: 120.
+        """
+        endpoint = f"{url_api_v1}/public-sources/companies/notices/summary"
+        params = {"url": url, "lang": lang}
+        params = {k: v for k, v in params.items() if v is not None and v != ""}
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(endpoint, params=params, headers=headers, timeout=timeout)
+        if response.status_code != 200:
+            self._raise_error(response)
+        return response.json()
+
     def get_ownership_control_group(self, company_id: str) -> dict:
         """
         Control group composition for a Brazilian company (CVM FRE).

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/alternative_data_people.py

@@ -25,13 +25,13 @@ class AlternativeDataPeople:
 
     def __init__(self, api_key: str):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
     def _get(self, path: str, params: dict) -> dict:
         url = f"{url_api_v1}/public-sources/{path}"
         params = {k: v for k, v in params.items() if v is not None and v != ""}
-        response = requests.get(url, params=params, headers=self.headers, timeout=30)
+        headers = {"authorization": f"Bearer {self.__authenticator.token}"}
+        response = requests.get(url, params=params, headers=headers, timeout=30)
         if response.status_code != 200:
             self._raise_error(response)
         return response.json()

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1}/btgsolutions_dataservices/rest/public_sources.py

@@ -32,10 +32,13 @@ class PublicSources:
         api_key:str
     ):
         self.api_key = api_key
-        self.token = Authenticator(self.api_key).token
-        self.headers = {"authorization": f"Bearer {self.token}"}
+        self.__authenticator = Authenticator(self.api_key)
 
-    def get_opas(self, start_date:str, end_date:str, asset:Optional[str]=None, type:Optional[str]=None, raw_data:bool=False): 
+    @property
+    def _headers(self) -> dict:
+        return {"authorization": f"Bearer {self.__authenticator.token}"}
+
+    def get_opas(self, start_date:str, end_date:str, asset:Optional[str]=None, type:Optional[str]=None, raw_data:bool=False):
 
         """
         This method uses OPAs filtered by a range of dates (registration_date), asset or type.
@@ -59,9 +62,9 @@ class PublicSources:
             Field is not required. Default: False.
         """
 
-        url = f"{url_api_v1}/public-sources/opas?start_date={start_date}&end_date={end_date}" + (f"&asset={asset}" if asset else "") + (f"&type={type}" if type else "") 
+        url = f"{url_api_v1}/public-sources/opas?start_date={start_date}&end_date={end_date}" + (f"&asset={asset}" if asset else "") + (f"&type={type}" if type else "")
 
-        response = requests.request("GET", url,  headers=self.headers)
+        response = requests.request("GET", url, headers=self._headers)
         if response.status_code == 200:
             if raw_data:
                 return response.json()
@@ -71,7 +74,7 @@ class PublicSources:
             response = json.loads(response.text)
             raise BadResponse(f'Error: {response.get("error", "")}')
 
-    def get_share_repurchase(self, start_date:str, end_date:str, asset:Optional[str]=None, raw_data:bool=False): 
+    def get_share_repurchase(self, start_date:str, end_date:str, asset:Optional[str]=None, raw_data:bool=False):
 
         """
         This method returns a list of share repurchase transactions filtered by period (reference_date) and/or asset.
@@ -92,9 +95,9 @@ class PublicSources:
             Field is not required. Default: False.
         """
 
-        url = f"{url_api_v1}/public-sources/share-repurchase?start_date={start_date}&end_date={end_date}" + (f"&asset={asset}" if asset else "") 
+        url = f"{url_api_v1}/public-sources/share-repurchase?start_date={start_date}&end_date={end_date}" + (f"&asset={asset}" if asset else "")
 
-        response = requests.request("GET", url,  headers=self.headers)
+        response = requests.request("GET", url, headers=self._headers)
         if response.status_code == 200:
             if raw_data:
                 return response.json()

{btgsolutions_dataservices_python_client-4.0.0 → btgsolutions_dataservices_python_client-4.1.1/btgsolutions_dataservices_python_client.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: btgsolutions_dataservices_python_client
-Version: 4.0.0
+Version: 4.1.1
 Summary: Python package containing several classes and data for extracting and manipulating market and trading data.
 Home-page: https://github.com/BTG-Pactual-Solutions/btgsolutions-dataservices-python-client
 Author: BTG Solutions Data Services powered by BTG Pactual Solutions
@@ -527,6 +527,8 @@ company_data.all_financial_tables(ticker='PETR4')
 import btgsolutions_dataservices as btg
 meta = btg.AlternativeDataMetadata(api_key='YOUR_API_KEY')
 meta.get_company_directory(query='PETROBRAS', jurisdiction='BR')
+meta.list_companies(query='PETROBRAS', jurisdiction='BR')
+meta.list_etfs(query='BOVA')
 meta.get_company_sector(identifier='PETR4')
 meta.get_taxonomy(system='b3')
 meta.get_cnae(code='6422100')
@@ -543,6 +545,7 @@ meta.get_available_indicators()
 ```python
 import btgsolutions_dataservices as btg
 companies = btg.AlternativeDataCompanies(api_key='YOUR_API_KEY')
+companies.list_companies(query='PETROBRAS', jurisdiction='BR')
 companies.get_board(company_id='VALE3', body='board')
 companies.get_governance_summary(company_id='ITUB4')
 companies.get_governance_history(company_id='PETR4', start_date='2023-01-01', end_date='2024-12-31')
@@ -554,8 +557,9 @@ companies.get_corporate_registry(company_id='PETR4', direction='partners')
 companies.get_corporate_registry(company_id='PETR4', direction='investees')
 companies.get_insider_trades(company_id='AAPL', start_date='2024-01-01', end_date='2024-12-31')
 companies.get_board_changes(company_id='VALE3', event='appointed')
-companies.get_financial_statements(company_id='PETR4', statement='income_statement', quarter='Q42024')
-companies.get_financial_notes(company_id='VALE3', quarter='Q42024')
+companies.get_assemblies(company_id='PINE4')
+companies.get_financial_statements(company_id='PETR4', statement='income_statement', quarter='4T24')
+companies.get_financial_notes(company_id='VALE3', quarter='4T24')
 companies.get_disclosures(company_id='PETR4', document_type='repurchase')
 companies.get_disclosures(company_id='PETR4', document_type='insider')
 ```
@@ -574,10 +578,11 @@ people.get_appointments(person_id='slug:Jean Paul Lemann', group_by='company')
 ```python
 import btgsolutions_dataservices as btg
 funds = btg.AlternativeDataFunds(api_key='YOUR_API_KEY')
-funds.get_holdings(fund_id='73.232.530/0001-46', reference_date='2024-12-31')
-funds.get_exposures(fund_id='73.232.530/0001-46', exposure_type='asset_class')
-funds.get_history(fund_id='73.232.530/0001-46', start_date='2024-01-01', end_date='2024-12-31')
-funds.get_lookthrough(fund_id='73.232.530/0001-46')
+funds.list_etfs(query='BOVA')
+funds.get_holdings(fund_id='BOVA11', reference_date='2024-12-31')
+funds.get_exposures(fund_id='BOVA11', exposure_type='asset_class')
+funds.get_history(fund_id='BOVA11', start_date='2024-01-01', end_date='2024-12-31')
+funds.get_lookthrough(fund_id='BOVA11')
 funds.get_manager_aggregate_holdings(manager_id='ITAÚ ASSET MANAGEMENT')
 ```
 
@@ -591,6 +596,7 @@ ownership.get_ownership_current(company_id='ITUB4')
 ownership.get_ownership_history(company_id='PETR4', start_date='2023-01-01', end_date='2024-12-31')
 ownership.get_ownership_change_events(company_id='VALE3', start_date='2024-01-01', end_date='2024-12-31')
 ownership.get_ownership_official_notices(company_id='PETR4')
+ownership.get_notice_summary(url='https://www.rad.cvm.gov.br/ENETWEB/frmGerenciaPastaDeArquivos.aspx?numProtocolo=1234567')
 ownership.get_ownership_control_group(company_id='VALE3')
 ownership.get_ownership_free_float(company_id='PETR4')
 ownership.get_shareholder_holdings(shareholder_id='00.000.000/0001-91')
@@ -613,6 +619,8 @@ macro.get_dpmfi(start_date='2024-01', end_date='2024-12', status='dados_oficiais
 macro.get_dpmfi_composition(bond_type='IPCA')
 ```
 
+`AlternativeDataMacroMarkets` exposes the public-sources market-data endpoint for B3 maximum theoretical margin. The direct market-data `investor-categories` endpoint is intentionally not exposed in this package.
+
 ### Reference Data
 
 #### Corporate Events