fin-infra 0.1.82__py3-none-any.whl → 0.4.0__py3-none-any.whl

fin_infra/goals/milestones.py

@@ -22,7 +22,7 @@ Example:
     # Check which milestones have been reached
     reached = check_milestones("goal_123")
     for m in reached:
-        print(f"🎉 Milestone reached: {m['description']}")
+        print(f" Milestone reached: {m['description']}")
 """
 
 from datetime import datetime
@@ -124,7 +124,7 @@ def check_milestones(goal_id: str) -> list[dict[str, Any]]:
 
         reached = check_milestones("goal_123")
         if reached:
-            print(f"🎉 {len(reached)} milestones reached!")
+            print(f" {len(reached)} milestones reached!")
             for m in reached:
                 print(f"   - {m['description']}: ${m['amount']:,.0f}")
 
@@ -184,17 +184,17 @@ def get_celebration_message(milestone: dict[str, Any]) -> str:
 
     Example:
         message = get_celebration_message(milestone)
-        # "🎉 Milestone reached! You've hit $25,000 - 25% to target!"
+        # " Milestone reached! You've hit $25,000 - 25% to target!"
     """
     amount = milestone["amount"]
     description = milestone["description"]
 
     messages = [
-        f"🎉 Milestone reached! You've hit ${amount:,.0f} - {description}!",
+        f" Milestone reached! You've hit ${amount:,.0f} - {description}!",
         f"🎊 Congratulations! ${amount:,.0f} milestone achieved - {description}",
         f"🌟 Great progress! You reached ${amount:,.0f} - {description}",
-        f"💪 Keep going! ${amount:,.0f} milestone completed - {description}",
-        f"🚀 Amazing! You hit ${amount:,.0f} - {description}",
+        f" Keep going! ${amount:,.0f} milestone completed - {description}",
+        f" Amazing! You hit ${amount:,.0f} - {description}",
     ]
 
     # Use amount to pick consistent message for same milestone

fin_infra/goals/models.py

@@ -93,8 +93,8 @@ class FundingSource(BaseModel):
 
     Supports split allocation:
     - Multiple accounts can fund one goal (e.g., savings + checking)
-    - One account can fund multiple goals (e.g., savings → emergency + vacation)
-    - Allocation percentages must sum to ≤100% per account
+    - One account can fund multiple goals (e.g., savings -> emergency + vacation)
+    - Allocation percentages must sum to <=100% per account
     """
 
     goal_id: str = Field(..., description="Goal identifier")

fin_infra/investments/__init__.py

@@ -74,8 +74,8 @@ def easy_investments(
         InvestmentProvider instance for fetching holdings, transactions, securities.
 
     Environment detection order:
-        1. If PLAID_CLIENT_ID set → Plaid
-        2. If SNAPTRADE_CLIENT_ID set → SnapTrade
+        1. If PLAID_CLIENT_ID set -> Plaid
+        2. If SNAPTRADE_CLIENT_ID set -> SnapTrade
         3. Default: Plaid (most common)
 
     Examples:

fin_infra/investments/ease.py

@@ -8,13 +8,13 @@ and SnapTrade (retail brokerages) for maximum coverage.
 from __future__ import annotations
 
 import os
-from typing import Any, Literal, Optional
+from typing import Any, Literal
 
 from .providers.base import InvestmentProvider
 
 
 def easy_investments(
-    provider: Optional[Literal["plaid", "snaptrade"]] = None,
+    provider: Literal["plaid", "snaptrade"] | None = None,
     **config: Any,
 ) -> InvestmentProvider:
     """Create investment provider with auto-configuration.

fin_infra/investments/models.py

@@ -20,7 +20,7 @@ from __future__ import annotations
 from datetime import date
 from decimal import Decimal
 from enum import Enum
-from typing import TYPE_CHECKING, Optional
+from typing import TYPE_CHECKING
 
 from pydantic import BaseModel, ConfigDict, Field, computed_field
 
@@ -121,22 +121,20 @@ class Security(BaseModel):
 
     # Identifiers (at least one required for matching)
     security_id: str = Field(..., description="Provider-specific security ID")
-    cusip: Optional[str] = Field(None, description="CUSIP identifier (US securities)")
-    isin: Optional[str] = Field(None, description="ISIN identifier (international)")
-    sedol: Optional[str] = Field(None, description="SEDOL identifier (UK securities)")
-    ticker_symbol: Optional[str] = Field(None, description="Trading symbol (AAPL, GOOGL)")
+    cusip: str | None = Field(None, description="CUSIP identifier (US securities)")
+    isin: str | None = Field(None, description="ISIN identifier (international)")
+    sedol: str | None = Field(None, description="SEDOL identifier (UK securities)")
+    ticker_symbol: str | None = Field(None, description="Trading symbol (AAPL, GOOGL)")
 
     # Basic info
     name: str = Field(..., description="Security name")
     type: SecurityType = Field(..., description="Security type (equity, etf, bond, etc.)")
-    sector: Optional[str] = Field(
-        None, description="Sector classification (Technology, Healthcare)"
-    )
+    sector: str | None = Field(None, description="Sector classification (Technology, Healthcare)")
 
     # Market data
-    close_price: Optional[Decimal] = Field(None, ge=0, description="Latest closing price")
-    close_price_as_of: Optional[date] = Field(None, description="Date of close_price")
-    exchange: Optional[str] = Field(None, description="Exchange (NASDAQ, NYSE, etc.)")
+    close_price: Decimal | None = Field(None, ge=0, description="Latest closing price")
+    close_price_as_of: date | None = Field(None, description="Date of close_price")
+    exchange: str | None = Field(None, description="Exchange (NASDAQ, NYSE, etc.)")
     currency: str = Field("USD", description="Currency code (USD, EUR, etc.)")
 
 
@@ -198,26 +196,26 @@ class Holding(BaseModel):
     institution_value: Decimal = Field(
         ..., ge=0, description="Current market value (quantity × price)"
     )
-    cost_basis: Optional[Decimal] = Field(
+    cost_basis: Decimal | None = Field(
         None, ge=0, description="Total cost basis (original purchase price)"
     )
 
     # Additional data
     currency: str = Field("USD", description="Currency code")
-    unofficial_currency_code: Optional[str] = Field(None, description="For crypto/alt currencies")
-    as_of_date: Optional[date] = Field(None, description="Date of pricing data")
+    unofficial_currency_code: str | None = Field(None, description="For crypto/alt currencies")
+    as_of_date: date | None = Field(None, description="Date of pricing data")
 
     if TYPE_CHECKING:
 
         @property
-        def unrealized_gain_loss(self) -> Optional[Decimal]:
+        def unrealized_gain_loss(self) -> Decimal | None:
             """Calculate unrealized gain/loss (current value - cost basis)."""
             if self.cost_basis is None:
                 return None
             return self.institution_value - self.cost_basis
 
         @property
-        def unrealized_gain_loss_percent(self) -> Optional[Decimal]:
+        def unrealized_gain_loss_percent(self) -> Decimal | None:
             """Calculate unrealized gain/loss percentage."""
             if self.cost_basis is None or self.cost_basis == 0:
                 return None
@@ -228,7 +226,7 @@ class Holding(BaseModel):
 
         @computed_field
         @property
-        def unrealized_gain_loss(self) -> Optional[Decimal]:
+        def unrealized_gain_loss(self) -> Decimal | None:
             """Calculate unrealized gain/loss (current value - cost basis)."""
             if self.cost_basis is None:
                 return None
@@ -236,7 +234,7 @@ class Holding(BaseModel):
 
         @computed_field
         @property
-        def unrealized_gain_loss_percent(self) -> Optional[Decimal]:
+        def unrealized_gain_loss_percent(self) -> Decimal | None:
             """Calculate unrealized gain/loss percentage."""
             if self.cost_basis is None or self.cost_basis == 0:
                 return None
@@ -304,17 +302,17 @@ class InvestmentTransaction(BaseModel):
     transaction_type: TransactionType = Field(
         ..., alias="type", description="Transaction type (buy, sell, dividend)"
     )
-    subtype: Optional[str] = Field(None, description="Provider-specific subtype")
+    subtype: str | None = Field(None, description="Provider-specific subtype")
 
     # Amounts
     quantity: Decimal = Field(..., description="Number of shares (0 for fees/dividends)")
     amount: Decimal = Field(..., description="Transaction amount (negative for purchases)")
-    price: Optional[Decimal] = Field(None, ge=0, description="Price per share")
-    fees: Optional[Decimal] = Field(None, ge=0, description="Transaction fees")
+    price: Decimal | None = Field(None, ge=0, description="Price per share")
+    fees: Decimal | None = Field(None, ge=0, description="Transaction fees")
 
     # Additional data
     currency: str = Field("USD", description="Currency code")
-    unofficial_currency_code: Optional[str] = Field(None, description="For crypto/alt currencies")
+    unofficial_currency_code: str | None = Field(None, description="For crypto/alt currencies")
 
 
 class InvestmentAccount(BaseModel):
@@ -371,10 +369,10 @@ class InvestmentAccount(BaseModel):
     account_id: str = Field(..., description="Account identifier")
     name: str = Field(..., description="Account name (Fidelity 401k)")
     type: str = Field(..., description="Account type (investment)")
-    subtype: Optional[str] = Field(None, description="Account subtype (401k, ira, brokerage)")
+    subtype: str | None = Field(None, description="Account subtype (401k, ira, brokerage)")
 
     # Balances
-    balances: dict[str, Optional[Decimal]] = Field(
+    balances: dict[str, Decimal | None] = Field(
         ..., description="Current, available, and limit balances"
     )
 
@@ -405,7 +403,7 @@ class InvestmentAccount(BaseModel):
             return holdings_value - self.total_cost_basis
 
         @property
-        def total_unrealized_gain_loss_percent(self) -> Optional[Decimal]:
+        def total_unrealized_gain_loss_percent(self) -> Decimal | None:
             """Calculate total unrealized P&L percentage."""
             if self.total_cost_basis == 0:
                 return None
@@ -439,7 +437,7 @@ class InvestmentAccount(BaseModel):
 
         @computed_field
         @property
-        def total_unrealized_gain_loss_percent(self) -> Optional[Decimal]:
+        def total_unrealized_gain_loss_percent(self) -> Decimal | None:
             """Calculate total unrealized P&L percentage."""
             if self.total_cost_basis == 0:
                 return None

fin_infra/investments/providers/base.py

@@ -236,10 +236,10 @@ class InvestmentProvider(ABC):
             Standardized SecurityType enum value
 
         Example mappings:
-            Plaid: "equity" → SecurityType.equity
-            Plaid: "mutual fund" → SecurityType.mutual_fund
-            SnapTrade: "cs" → SecurityType.equity (common stock)
-            SnapTrade: "etf" → SecurityType.etf
+            Plaid: "equity" -> SecurityType.equity
+            Plaid: "mutual fund" -> SecurityType.mutual_fund
+            SnapTrade: "cs" -> SecurityType.equity (common stock)
+            SnapTrade: "etf" -> SecurityType.etf
 
         Note:
             Override in provider-specific implementations for custom mappings.

fin_infra/investments/scaffold_templates/README.md

@@ -18,15 +18,15 @@ These templates generate production-ready persistence code for investment holdin
 ## Why Historical Snapshots?
 
 **Investment data providers (Plaid, SnapTrade, etc.) only provide current/live data:**
-- ❌ No historical portfolio values from past dates
-- ❌ No historical performance metrics
-- ❌ Cannot answer "What was my portfolio worth 3 months ago?"
+- [X] No historical portfolio values from past dates
+- [X] No historical performance metrics
+- [X] Cannot answer "What was my portfolio worth 3 months ago?"
 
 **Solution: Store periodic snapshots in your database**
-- ✅ Track portfolio value changes over time
-- ✅ Calculate performance metrics (returns, growth)
-- ✅ Show trend charts and historical analysis
-- ✅ Works even if user disconnects provider
+- [OK] Track portfolio value changes over time
+- [OK] Calculate performance metrics (returns, growth)
+- [OK] Show trend charts and historical analysis
+- [OK] Works even if user disconnects provider
 
 ## Template Variables
 
@@ -148,12 +148,12 @@ async def capture_holdings_snapshot(
     holdings_data: list[dict],  # From Plaid/SnapTrade API
 ) -> None:
     """Capture current holdings as a snapshot for historical tracking."""
-    
+
     # Calculate aggregated metrics
     total_value = sum(Decimal(str(h.get("institution_value", 0))) for h in holdings_data)
     total_cost_basis = sum(Decimal(str(h.get("cost_basis", 0))) for h in holdings_data if h.get("cost_basis"))
     total_unrealized_gain_loss = sum(Decimal(str(h.get("unrealized_gain_loss", 0))) for h in holdings_data if h.get("unrealized_gain_loss"))
-    
+
     # Create snapshot
     service = create_holding_snapshot_service(session)
     snapshot = await service.create(HoldingSnapshotCreate(
@@ -167,7 +167,7 @@ async def capture_holdings_snapshot(
         provider="plaid",  # or "snaptrade"
         notes="Automatic daily snapshot"
     ))
-    
+
     await session.commit()
 ```
 
@@ -181,18 +181,18 @@ async def daily_holdings_snapshot():
     """Capture holdings snapshots for all users with investment accounts."""
     from sqlalchemy import select
     from my_app.models.user import User
-    
+
     async with AsyncSession(engine) as session:
         # Get all users with Plaid/SnapTrade connections
         stmt = select(User).where(User.banking_providers.isnot(None))
         result = await session.execute(stmt)
         users = result.scalars().all()
-        
+
         for user in users:
             try:
                 # Fetch current holdings from provider
                 holdings = await fetch_holdings_from_provider(user)
-                
+
                 # Create snapshot
                 await capture_holdings_snapshot(session, user.id, holdings)
             except Exception as e:
@@ -299,10 +299,10 @@ async def get_portfolio_performance_data(user_id: str):
     """Get data for portfolio performance dashboard."""
     async with AsyncSession(engine) as session:
         repo = create_holding_snapshot_service(session)
-        
+
         # Get last 12 months trend
         snapshots = await repo.get_trend(user_id=user_id, months=12)
-        
+
         # Calculate YTD performance
         today = date.today()
         year_start = date(today.year, 1, 1)
@@ -311,10 +311,10 @@ async def get_portfolio_performance_data(user_id: str):
             start_date=year_start,
             end_date=today
         )
-        
+
         # Get latest snapshot
         latest = await repo.get_latest(user_id=user_id)
-        
+
         return {
             "current_value": latest.total_value if latest else 0,
             "ytd_return": ytd_performance["percent_return"],

fin_infra/markets/__init__.py

@@ -33,8 +33,8 @@ def easy_market(
     """Create a market data provider with zero or minimal configuration.
 
     Auto-detects provider based on environment variables:
-    1. If ALPHA_VANTAGE_API_KEY or ALPHAVANTAGE_API_KEY is set → Alpha Vantage
-    2. Otherwise → Yahoo Finance (no key needed)
+    1. If ALPHA_VANTAGE_API_KEY or ALPHAVANTAGE_API_KEY is set -> Alpha Vantage
+    2. Otherwise -> Yahoo Finance (no key needed)
 
     Args:
         provider: Provider name ("alphavantage" or "yahoo").

fin_infra/models/accounts.py

@@ -2,7 +2,6 @@ from __future__ import annotations
 
 from decimal import Decimal
 from enum import Enum
-from typing import Optional
 
 from pydantic import BaseModel, field_validator
 
@@ -26,11 +25,11 @@ class Account(BaseModel):
     id: str
     name: str
     type: AccountType
-    mask: Optional[str] = None
+    mask: str | None = None
     currency: str = "USD"
-    institution: Optional[str] = None
-    balance_available: Optional[Decimal] = None
-    balance_current: Optional[Decimal] = None
+    institution: str | None = None
+    balance_available: Decimal | None = None
+    balance_current: Decimal | None = None
 
     @field_validator("balance_available", "balance_current", mode="before")
     @classmethod

fin_infra/models/transactions.py

@@ -1,6 +1,6 @@
 from __future__ import annotations
 
-from datetime import date
+import datetime
 from decimal import Decimal
 
 from pydantic import BaseModel, field_validator
@@ -15,7 +15,7 @@ class Transaction(BaseModel):
 
     id: str
     account_id: str
-    date: date
+    date: datetime.date
     amount: Decimal
     currency: str = "USD"
     description: str | None = None

fin_infra/net_worth/__init__.py

@@ -5,15 +5,15 @@ Calculates net worth by aggregating balances from multiple financial providers
 (banking, brokerage, crypto) with historical snapshots and change detection.
 
 **Feature Status**:
-    ✅ STABLE: Core calculation (works with provided data)
-    ✅ STABLE: Banking integration (Plaid, Teller)
-    ⚠️  INTEGRATION: Brokerage integration (requires provider setup)
-    ⚠️  INTEGRATION: Crypto integration (requires provider setup)
-    ⚠️  INTEGRATION: Currency conversion (pass exchange_rate manually)
+    [OK] STABLE: Core calculation (works with provided data)
+    [OK] STABLE: Banking integration (Plaid, Teller)
+    [!]  INTEGRATION: Brokerage integration (requires provider setup)
+    [!]  INTEGRATION: Crypto integration (requires provider setup)
+    [!]  INTEGRATION: Currency conversion (pass exchange_rate manually)
 
 **Key Features**:
 - Multi-provider aggregation (banking + brokerage + crypto)
-- Currency normalization (all currencies → USD)
+- Currency normalization (all currencies -> USD)
 - Historical snapshots (daily at midnight UTC)
 - Change detection (>5% or >$10k triggers webhook)
 - Asset allocation breakdown (pie charts)

fin_infra/net_worth/aggregator.py

@@ -59,7 +59,7 @@ class NetWorthAggregator:
     - Multi-provider support (banking, brokerage, crypto)
     - Parallel account fetching (faster performance)
     - Graceful error handling (continue if one provider fails)
-    - Currency normalization (all → base currency)
+    - Currency normalization (all -> base currency)
     - Market value calculation (stocks/crypto)
 
     **Example**:

fin_infra/net_worth/calculator.py

@@ -3,7 +3,7 @@ Net Worth Calculator Module
 
 Provides core calculation functions for net worth tracking:
 - Net worth calculation (assets - liabilities)
-- Currency normalization (all currencies → base currency)
+- Currency normalization (all currencies -> base currency)
 - Asset allocation breakdown
 - Change detection (amount + percentage)
 

fin_infra/net_worth/insights.py

@@ -167,7 +167,7 @@ Be specific with numbers. Cite percentage changes and dollar amounts.
 Focus on actionable insights, not generic advice.
 
 Example 1:
-User: Net worth: $500k → $575k over 6 months. Assets: +$65k (investments +$60k, savings +$5k). Liabilities: -$10k (new mortgage).
+User: Net worth: $500k -> $575k over 6 months. Assets: +$65k (investments +$60k, savings +$5k). Liabilities: -$10k (new mortgage).
 Response: {
   "summary": "Net worth increased 15% ($75k) over 6 months, driven primarily by strong investment performance.",
   "period": "6 months",
@@ -191,7 +191,7 @@ Response: {
 }
 
 Example 2:
-User: Net worth: $100k → $95k over 3 months. Assets: -$2k (market down). Liabilities: +$3k (credit card debt).
+User: Net worth: $100k -> $95k over 3 months. Assets: -$2k (market down). Liabilities: +$3k (credit card debt).
 Response: {
   "summary": "Net worth decreased 5% ($5k) over 3 months due to market decline and rising credit card debt.",
   "period": "3 months",
@@ -215,7 +215,7 @@ Response: {
   "confidence": 0.89
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 DEBT_REDUCTION_SYSTEM_PROMPT = """You are a debt counselor using the avalanche method (highest APR first).
@@ -269,7 +269,7 @@ Response: {
   "confidence": 0.98
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 GOAL_RECOMMENDATION_SYSTEM_PROMPT = """You are a financial planner validating goals and suggesting paths.
@@ -322,7 +322,7 @@ Response: {
   "confidence": 0.89
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 ASSET_ALLOCATION_SYSTEM_PROMPT = """You are a portfolio advisor recommending asset allocation.
@@ -333,7 +333,7 @@ Given current allocation, age, and risk tolerance:
 3. Provide specific rebalancing steps
 
 Rule of thumb:
-- Stock allocation = 100 - age (e.g., age 35 → 65% stocks)
+- Stock allocation = 100 - age (e.g., age 35 -> 65% stocks)
 - Bonds for stability (increases with age)
 - Cash for emergency fund (3-6 months expenses)
 
@@ -365,7 +365,7 @@ Response: {
   "confidence": 0.91
 }
 
-⚠️ This is AI-generated advice. Not a substitute for a certified financial advisor.
+[!] This is AI-generated advice. Not a substitute for a certified financial advisor.
 Verify calculations independently. For personalized advice, consult a professional."""
 
 

fin_infra/normalization/__init__.py

@@ -54,7 +54,7 @@ def easy_normalization(
     Example:
         >>> from fin_infra.normalization import easy_normalization
         >>> resolver, converter = easy_normalization()
-        >>> ticker = await resolver.to_ticker("037833100")  # CUSIP → AAPL
+        >>> ticker = await resolver.to_ticker("037833100")  # CUSIP -> AAPL
         >>> eur = await converter.convert(100, "USD", "EUR")  # 92.0
     """
     global _resolver_instance, _converter_instance
@@ -107,7 +107,7 @@ def add_normalization(
         >>> resolver, converter = add_normalization(app)
         >>>
         >>> # Routes available:
-        >>> # GET /normalize/symbol/037833100 → {"ticker": "AAPL", ...}
+        >>> # GET /normalize/symbol/037833100 -> {"ticker": "AAPL", ...}
         >>> # GET /normalize/convert?amount=100&from_currency=USD&to_currency=EUR
 
     Integration with svc-infra:

fin_infra/normalization/currency_converter.py

@@ -2,7 +2,6 @@
 
 import logging
 from datetime import date as DateType
-from typing import Optional
 
 from fin_infra.exceptions import CurrencyNotSupportedError, ExchangeRateAPIError
 from fin_infra.normalization.models import CurrencyConversionResult
@@ -25,7 +24,7 @@ class CurrencyConverter:
     Supports 160+ currencies including crypto (BTC, ETH).
     """
 
-    def __init__(self, api_key: Optional[str] = None):
+    def __init__(self, api_key: str | None = None):
         """
         Initialize currency converter.
 
@@ -39,7 +38,7 @@ class CurrencyConverter:
         amount: float,
         from_currency: str,
         to_currency: str,
-        date: Optional[DateType] = None,
+        date: DateType | None = None,
     ) -> float:
         """
         Convert amount from one currency to another.
@@ -72,14 +71,14 @@ class CurrencyConverter:
         except ExchangeRateAPIError as e:
             logger.error(f"Failed to convert {from_currency} to {to_currency}: {e}")
             raise CurrencyNotSupportedError(
-                f"Conversion failed: {from_currency} → {to_currency}"
+                f"Conversion failed: {from_currency} -> {to_currency}"
             ) from e
 
     async def get_rate(
         self,
         from_currency: str,
         to_currency: str,
-        date: Optional[DateType] = None,
+        date: DateType | None = None,
     ) -> float:
         """
         Get exchange rate between two currencies.
@@ -109,9 +108,9 @@ class CurrencyConverter:
             return rate_data.rate
 
         except ExchangeRateAPIError as e:
-            logger.error(f"Failed to get rate {from_currency} → {to_currency}: {e}")
+            logger.error(f"Failed to get rate {from_currency} -> {to_currency}: {e}")
             raise CurrencyNotSupportedError(
-                f"Rate not available: {from_currency} → {to_currency}"
+                f"Rate not available: {from_currency} -> {to_currency}"
             ) from e
 
     async def get_rates(self, base_currency: str = "USD") -> dict[str, float]:
@@ -142,7 +141,7 @@ class CurrencyConverter:
         amount: float,
         from_currency: str,
         to_currency: str,
-        date: Optional[DateType] = None,
+        date: DateType | None = None,
     ) -> CurrencyConversionResult:
         """
         Convert amount with detailed result information.

fin_infra/normalization/models.py

@@ -1,7 +1,6 @@
 """Data models for normalization module."""
 
 from datetime import date as DateType
-from typing import Optional
 
 from pydantic import BaseModel, Field
 
@@ -11,12 +10,12 @@ class SymbolMetadata(BaseModel):
 
     ticker: str = Field(..., description="Standard ticker symbol")
     name: str = Field(..., description="Company or asset name")
-    exchange: Optional[str] = Field(None, description="Primary exchange (e.g., NASDAQ, NYSE)")
-    cusip: Optional[str] = Field(None, description="CUSIP identifier")
-    isin: Optional[str] = Field(None, description="ISIN identifier")
-    sector: Optional[str] = Field(None, description="Business sector")
-    industry: Optional[str] = Field(None, description="Industry classification")
-    market_cap: Optional[float] = Field(None, description="Market capitalization in USD")
+    exchange: str | None = Field(None, description="Primary exchange (e.g., NASDAQ, NYSE)")
+    cusip: str | None = Field(None, description="CUSIP identifier")
+    isin: str | None = Field(None, description="ISIN identifier")
+    sector: str | None = Field(None, description="Business sector")
+    industry: str | None = Field(None, description="Industry classification")
+    market_cap: float | None = Field(None, description="Market capitalization in USD")
     asset_type: str = Field(default="stock", description="Asset type: stock, etf, crypto, forex")
 
 
@@ -26,8 +25,8 @@ class ExchangeRate(BaseModel):
     from_currency: str = Field(..., description="Source currency code (e.g., USD)")
     to_currency: str = Field(..., description="Target currency code (e.g., EUR)")
     rate: float = Field(..., description="Exchange rate (1 from_currency = rate to_currency)")
-    date: Optional[DateType] = Field(None, description="Rate date (None = current)")
-    timestamp: Optional[int] = Field(None, description="Unix timestamp of rate")
+    date: DateType | None = Field(None, description="Rate date (None = current)")
+    timestamp: int | None = Field(None, description="Unix timestamp of rate")
 
 
 class CurrencyConversionResult(BaseModel):
@@ -38,4 +37,4 @@ class CurrencyConversionResult(BaseModel):
     to_currency: str = Field(..., description="Target currency")
     converted: float = Field(..., description="Converted amount")
     rate: float = Field(..., description="Exchange rate used")
-    date: Optional[DateType] = Field(None, description="Rate date")
+    date: DateType | None = Field(None, description="Rate date")

fin_infra/normalization/providers/static_mappings.py

@@ -109,7 +109,7 @@ TICKER_TO_ISIN = {
 }
 
 # Provider-specific symbol normalization
-# Maps provider-specific format → standard ticker
+# Maps provider-specific format -> standard ticker
 PROVIDER_SYMBOL_MAP = {
     "yahoo": {
         # Yahoo Finance uses dashes for crypto

fin_infra/normalization/symbol_resolver.py

@@ -1,7 +1,6 @@
 """Symbol resolver for converting between ticker formats."""
 
 import logging
-from typing import Optional
 
 from fin_infra.exceptions import SymbolNotFoundError
 from fin_infra.normalization.models import SymbolMetadata
@@ -231,9 +230,9 @@ class SymbolResolver:
     def add_mapping(
         self,
         ticker: str,
-        cusip: Optional[str] = None,
-        isin: Optional[str] = None,
-        metadata: Optional[dict] = None,
+        cusip: str | None = None,
+        isin: str | None = None,
+        metadata: dict | None = None,
     ):
         """
         Add or override a symbol mapping (useful for custom symbols).