kensho-kfinance 2.1.2__tar.gz → 2.2.2__tar.gz

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/.gitignore

@@ -4,6 +4,7 @@ __pycache__/
 *$py.class
 
 # Distribution / packaging
+.python-version
 .Python
 build/
 develop-eggs/

{kensho_kfinance-2.1.2/kensho_kfinance.egg-info → kensho_kfinance-2.2.2}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 2.1.2
+Version: 2.2.2
 Summary: Python CLI for kFinance
 Author-email: Luke Brown <luke.brown@kensho.com>, Michelle Keoy <michelle.keoy@kensho.com>, Keith Page <keith.page@kensho.com>, Matthew Rosen <matthew.rosen@kensho.com>, Nick Roshdieh <nick.roshdieh@kensho.com>
 Project-URL: source, https://github.com/kensho-technologies/kfinance
@@ -28,7 +28,11 @@ Requires-Dist: requests<3,>=2.22.0
 Requires-Dist: urllib3>=1.21.1
 Provides-Extra: dev
 Requires-Dist: coverage<8,>=7.6.10; extra == "dev"
+Requires-Dist: ipykernel<7,>=6.29; extra == "dev"
 Requires-Dist: mypy<2,>=1.15.0; extra == "dev"
+Requires-Dist: nbconvert<8,>=7.16; extra == "dev"
+Requires-Dist: nbformat<6,>5.10; extra == "dev"
+Requires-Dist: nbqa<2,>1.9; extra == "dev"
 Requires-Dist: pytest<7,>=6.1.2; extra == "dev"
 Requires-Dist: pytest-cov<7,>=6.0.0; extra == "dev"
 Requires-Dist: requests_mock<2,>=1.12; extra == "dev"
@@ -57,6 +61,8 @@ To receive access, please email [S&P Global Market Intelligence](market.intellig
 
 Once access is obtained, get started using the [Authentication Guide](https://docs.kensho.com/llmreadyapi/kf-authentication) and [Usage Guide](https://docs.kensho.com/llmreadyapi/usage).
 
+We also provide an [interactive notebook](usage_examples.ipynb) that demonstrates some usage examples.
+
 # Versioning
 The kFinance uses semantic versioning (major, minor, patch). 
 To bump the version, add a new entry in [CHANGELOG.md](kfinance%2FCHANGELOG.md). 

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/README.md

@@ -18,6 +18,8 @@ To receive access, please email [S&P Global Market Intelligence](market.intellig
 
 Once access is obtained, get started using the [Authentication Guide](https://docs.kensho.com/llmreadyapi/kf-authentication) and [Usage Guide](https://docs.kensho.com/llmreadyapi/usage).
 
+We also provide an [interactive notebook](usage_examples.ipynb) that demonstrates some usage examples.
+
 # Versioning
 The kFinance uses semantic versioning (major, minor, patch). 
 To bump the version, add a new entry in [CHANGELOG.md](kfinance%2FCHANGELOG.md). 

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/justfile

@@ -24,6 +24,7 @@ lint *args:
     # See https://docs.astral.sh/ruff/formatter/#sorting-imports
     python -m ruff --config pyproject.toml check kfinance --fix {{args}}
     python -m ruff --config pyproject.toml format kfinance {{args}}
+    nbqa mypy usage_examples.ipynb
 
 alias t := unit-test
 # Run unit tests. Use args for optional settings

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2/kensho_kfinance.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: kensho-kfinance
-Version: 2.1.2
+Version: 2.2.2
 Summary: Python CLI for kFinance
 Author-email: Luke Brown <luke.brown@kensho.com>, Michelle Keoy <michelle.keoy@kensho.com>, Keith Page <keith.page@kensho.com>, Matthew Rosen <matthew.rosen@kensho.com>, Nick Roshdieh <nick.roshdieh@kensho.com>
 Project-URL: source, https://github.com/kensho-technologies/kfinance
@@ -28,7 +28,11 @@ Requires-Dist: requests<3,>=2.22.0
 Requires-Dist: urllib3>=1.21.1
 Provides-Extra: dev
 Requires-Dist: coverage<8,>=7.6.10; extra == "dev"
+Requires-Dist: ipykernel<7,>=6.29; extra == "dev"
 Requires-Dist: mypy<2,>=1.15.0; extra == "dev"
+Requires-Dist: nbconvert<8,>=7.16; extra == "dev"
+Requires-Dist: nbformat<6,>5.10; extra == "dev"
+Requires-Dist: nbqa<2,>1.9; extra == "dev"
 Requires-Dist: pytest<7,>=6.1.2; extra == "dev"
 Requires-Dist: pytest-cov<7,>=6.0.0; extra == "dev"
 Requires-Dist: requests_mock<2,>=1.12; extra == "dev"
@@ -57,6 +61,8 @@ To receive access, please email [S&P Global Market Intelligence](market.intellig
 
 Once access is obtained, get started using the [Authentication Guide](https://docs.kensho.com/llmreadyapi/kf-authentication) and [Usage Guide](https://docs.kensho.com/llmreadyapi/usage).
 
+We also provide an [interactive notebook](usage_examples.ipynb) that demonstrates some usage examples.
+
 # Versioning
 The kFinance uses semantic versioning (major, minor, patch). 
 To bump the version, add a new entry in [CHANGELOG.md](kfinance%2FCHANGELOG.md). 

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kensho_kfinance.egg-info/SOURCES.txt

@@ -9,6 +9,7 @@ README.md
 justfile
 pyproject.toml
 setup.py
+usage_examples.ipynb
 .github/workflows/ci-lint.yml
 .github/workflows/ci-test.yml
 .github/workflows/python-publish.yml
@@ -20,6 +21,7 @@ docs/requirements.txt
 docs/tool_calling.rst
 docs/templates/apidoc/package.rst_t
 docs/templates/apidoc/toc.rst_t
+images/colab_logo_32px.png
 kensho_kfinance.egg-info/PKG-INFO
 kensho_kfinance.egg-info/SOURCES.txt
 kensho_kfinance.egg-info/dependency_links.txt
@@ -40,6 +42,7 @@ kfinance/tests/__init__.py
 kfinance/tests/conftest.py
 kfinance/tests/test_batch_requests.py
 kfinance/tests/test_client.py
+kfinance/tests/test_example_notebook.py
 kfinance/tests/test_fetch.py
 kfinance/tests/test_group_objects.py
 kfinance/tests/test_objects.py
@@ -48,7 +51,6 @@ kfinance/tool_calling/README.md
 kfinance/tool_calling/__init__.py
 kfinance/tool_calling/get_business_relationship_from_identifier.py
 kfinance/tool_calling/get_capitalization_from_identifier.py
-kfinance/tool_calling/get_company_id_from_identifier.py
 kfinance/tool_calling/get_cusip_from_ticker.py
 kfinance/tool_calling/get_earnings_call_datetimes_from_identifier.py
 kfinance/tool_calling/get_financial_line_item_from_identifier.py
@@ -59,8 +61,7 @@ kfinance/tool_calling/get_isin_from_ticker.py
 kfinance/tool_calling/get_latest.py
 kfinance/tool_calling/get_n_quarters_ago.py
 kfinance/tool_calling/get_prices_from_identifier.py
-kfinance/tool_calling/get_security_id_from_identifier.py
-kfinance/tool_calling/get_trading_item_id_from_identifier.py
+kfinance/tool_calling/resolve_identifier.py
 kfinance/tool_calling/shared_models.py
 scripts/copyright_line_check.sh
 scripts/lint.sh

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kensho_kfinance.egg-info/requires.txt

@@ -15,7 +15,11 @@ urllib3>=1.21.1
 
 [dev]
 coverage<8,>=7.6.10
+ipykernel<7,>=6.29
 mypy<2,>=1.15.0
+nbconvert<8,>=7.16
+nbformat<6,>5.10
+nbqa<2,>1.9
 pytest<7,>=6.1.2
 pytest-cov<7,>=6.0.0
 requests_mock<2,>=1.12

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/CHANGELOG.md

@@ -1,5 +1,14 @@
 # Changelog
 
+## v2.2.2
+- Add segments
+
+## v2.2.1
+- Make number of employees optional to reflect backend changes
+
+## v2.2.0
+- Replace get company id, get security id, get trading item id tools with resolve identifier tool
+
 ## v2.1.2
 - Allow batch executor to handle multiple requests
 

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/batch_request_handling.py

@@ -1,4 +1,4 @@
-from concurrent.futures import ThreadPoolExecutor
+from concurrent.futures import Future
 import functools
 from functools import cached_property
 import threading
@@ -55,36 +55,26 @@ def add_methods_of_singular_class_to_iterable_class(singular_cls: Type[T]) -> Ca
             instances of [singular_cls].
         """
 
-        def process_in_thread_pool(
-            executor: ThreadPoolExecutor, method: Callable, obj: T, *args: Any, **kwargs: Any
-        ) -> Any:
-            with throttle:
-                future = executor.submit(method, obj, *args, **kwargs)
-                try:
-                    return future.result()
-                except HTTPError as http_err:
-                    error_code = http_err.response.status_code
-                    if error_code == 404:
-                        return None
-                    else:
-                        raise http_err
-
         def process_in_batch(
             method: Callable, self: IterableKfinanceClass, *args: Any, **kwargs: Any
         ) -> dict:
-            kfinance_api_client = self.kfinance_api_client
-            with kfinance_api_client.batch_request_header(batch_size=len(self)):
-                results = dict(
-                    zip(
-                        self,
-                        [
-                            process_in_thread_pool(
-                                kfinance_api_client.thread_pool, method, obj, *args, **kwargs
-                            )
-                            for obj in self
-                        ],
+            with self.kfinance_api_client.batch_request_header(batch_size=len(self)):
+                futures = []
+                for obj in self:
+                    # Acquire throttle before submitting the task
+                    throttle.acquire()
+                    future = self.kfinance_api_client.thread_pool.submit(
+                        method, obj, *args, **kwargs
                     )
-                )
+                    # On success or failure, release the throttle.
+                    # This releases the throttle before the
+                    # `resolve_future_with_error_handling` call.
+                    future.add_done_callback(lambda f: throttle.release())
+                    futures.append(future)
+
+                results = {}
+                for obj, future in zip(self, futures):
+                    results[obj] = resolve_future_with_error_handling(future)
 
             return results
 
@@ -135,3 +125,18 @@ def add_methods_of_singular_class_to_iterable_class(singular_cls: Type[T]) -> Ca
         return iterable_cls
 
     return decorator
+
+
+def resolve_future_with_error_handling(future: Future) -> Any:
+    """Return the result of a future with error handling for non-200 status codes.
+
+    If request returned a 404, return None. Otherwise, raise the error.
+    """
+    try:
+        return future.result()
+    except HTTPError as http_err:
+        error_code = http_err.response.status_code
+        if error_code == 404:
+            return None
+        else:
+            raise http_err

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/constants.py

@@ -62,6 +62,13 @@ class StatementType(StrEnum):
     cf = "cashflow"
 
 
+class SegmentType(StrEnum):
+    """The type of segment"""
+
+    business = "business"
+    geographic = "geographic"
+
+
 class BusinessRelationshipType(StrEnum):
     """The type of business relationship"""
 

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/fetch.py

@@ -15,6 +15,7 @@ from .constants import (
     Periodicity,
     PeriodType,
     Permission,
+    SegmentType,
 )
 
 
@@ -305,6 +306,27 @@ class KFinanceApiClient:
         )
         return self.fetch(url)
 
+    def fetch_segments(
+        self,
+        company_id: int,
+        segment_type: SegmentType,
+        period_type: Optional[PeriodType] = None,
+        start_year: Optional[int] = None,
+        end_year: Optional[int] = None,
+        start_quarter: Optional[int] = None,
+        end_quarter: Optional[int] = None,
+    ) -> dict:
+        """Get a specified segment type for a specified duration."""
+        url = (
+            f"{self.url_base}segments/{company_id}/{segment_type}/"
+            f"{period_type if period_type else 'none'}/"
+            f"{start_year if start_year is not None else 'none'}/"
+            f"{end_year if end_year is not None else 'none'}/"
+            f"{start_quarter if start_quarter is not None else 'none'}/"
+            f"{end_quarter if end_quarter is not None else 'none'}"
+        )
+        return self.fetch(url)
+
     def fetch_price_chart(
         self,
         trading_item_id: int,

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/kfinance.py

@@ -262,7 +262,7 @@ class Company(CompanyFunctionsMetaClass):
     def info(self) -> dict:
         """Get the company info
 
-        :return: a dict with containing: name, status, type, simple industry, number of employees, founding date, webpage, address, city, zip code, state, country, & iso_country
+        :return: a dict with containing: name, status, type, simple industry, number of employees (if available), founding date, webpage, address, city, zip code, state, country, & iso_country
         :rtype: dict
         """
         return self.kfinance_api_client.fetch_info(self.company_id)
@@ -304,11 +304,11 @@ class Company(CompanyFunctionsMetaClass):
         return self.info["simple_industry"]
 
     @property
-    def number_of_employees(self) -> str:
-        """Get the number of employees the company has
+    def number_of_employees(self) -> str | None:
+        """Get the number of employees the company has (if available)
 
         :return: how many employees the company has
-        :rtype: str
+        :rtype: str | None
         """
         return self.info["number_of_employees"]
 
@@ -537,11 +537,32 @@ class Ticker(DelegatedCompanyFunctionsMetaClass):
 
     @property
     def id_triple(self) -> IdentificationTriple:
-        """Returns a unique identifier triple for the Ticker object."""
+        """Returns a unique identification triple for the Ticker object.
+
+        :return: an identification triple consisting of company_id, security_id, and trading_item_id
+        :rtype: IdentificationTriple
+        """
+
+        if self._company_id is None or self._security_id is None or self._trading_item_id is None:
+            if self._identifier is None:
+                raise RuntimeError(
+                    "Fetching the id triple of a Ticker requires an identifier "
+                    "(ticker, CUSIP, or ISIN)."
+                )
+            id_triple = self.kfinance_api_client.fetch_id_triple(
+                identifier=self._identifier, exchange_code=self.exchange_code
+            )
+            self._company_id = id_triple["company_id"]
+            self._security_id = id_triple["security_id"]
+            self._trading_item_id = id_triple["trading_item_id"]
+            assert self._company_id
+            assert self._security_id
+            assert self._trading_item_id
+
         return IdentificationTriple(
-            company_id=self.company_id,
-            security_id=self.security_id,
-            trading_item_id=self.trading_item_id,
+            company_id=self._company_id,
+            security_id=self._security_id,
+            trading_item_id=self._trading_item_id,
         )
 
     def __hash__(self) -> int:
@@ -570,79 +591,32 @@ class Ticker(DelegatedCompanyFunctionsMetaClass):
 
         return f"{type(self).__module__}.{type(self).__qualname__} of {', '.join(str_attributes)}"
 
-    def set_identification_triple(self) -> None:
-        """Get & set company_id, security_id, & trading_item_id for ticker with an exchange"""
-        if self._identifier is None:
-            raise RuntimeError(
-                "Ticker.set_identification_triple was called with a identifier set to None"
-            )
-        else:
-            id_triple = self.kfinance_api_client.fetch_id_triple(
-                self._identifier, self.exchange_code
-            )
-            self.company_id = id_triple["company_id"]
-            self.security_id = id_triple["security_id"]
-            self.trading_item_id = id_triple["trading_item_id"]
-
-    def set_company_id(self) -> int:
-        """Set the company id for the object
-
-        :return: the CIQ company id
-        :rtype: int
-        """
-        self.set_identification_triple()
-        return self.company_id
-
-    def set_security_id(self) -> int:
-        """Set the security id for the object
-
-        :return: the CIQ security id
-        :rtype: int
-        """
-        self.set_identification_triple()
-        return self.security_id
-
-    def set_trading_item_id(self) -> int:
-        """Set the trading item id for the object
-
-        :return: the CIQ trading item id
-        :rtype: int
-        """
-        self.set_identification_triple()
-        return self.trading_item_id
-
-    @cached_property
+    @property
     def company_id(self) -> int:
         """Get the company id for the object
 
         :return: the CIQ company id
         :rtype: int
         """
-        if self._company_id:
-            return self._company_id
-        return self.set_company_id()
+        return self.id_triple.company_id
 
-    @cached_property
+    @property
     def security_id(self) -> int:
         """Get the CIQ security id for the object
 
         :return: the CIQ security id
         :rtype: int
         """
-        if self._security_id:
-            return self._security_id
-        return self.set_security_id()
+        return self.id_triple.security_id
 
-    @cached_property
+    @property
     def trading_item_id(self) -> int:
         """Get the CIQ trading item id for the object
 
         :return: the CIQ trading item id
         :rtype: int
         """
-        if self._trading_item_id:
-            return self._trading_item_id
-        return self.set_trading_item_id()
+        return self.id_triple.trading_item_id
 
     @cached_property
     def primary_security(self) -> Security:
@@ -711,7 +685,7 @@ class Ticker(DelegatedCompanyFunctionsMetaClass):
     def info(self) -> dict:
         """Get the company info for the ticker
 
-        :return: a dict with containing: name, status, type, simple industry, number of employees, founding date, webpage, address, city, zip code, state, country, & iso_country
+        :return: a dict with containing: name, status, type, simple industry, number of employees (if available), founding date, webpage, address, city, zip code, state, country, & iso_country
         :rtype: dict
         """
         return self.company.info
@@ -753,11 +727,11 @@ class Ticker(DelegatedCompanyFunctionsMetaClass):
         return self.company.simple_industry
 
     @property
-    def number_of_employees(self) -> str:
-        """Get the number of employees the company has
+    def number_of_employees(self) -> str | None:
+        """Get the number of employees the company has (if available)
 
         :return: how many employees the company has
-        :rtype: str
+        :rtype: str | None
         """
         return self.company.number_of_employees
 

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/meta_classes.py

@@ -7,7 +7,7 @@ from cachetools import LRUCache, cached
 import numpy as np
 import pandas as pd
 
-from .constants import LINE_ITEMS, BusinessRelationshipType, PeriodType
+from .constants import LINE_ITEMS, BusinessRelationshipType, PeriodType, SegmentType
 from .fetch import KFinanceApiClient
 
 
@@ -304,6 +304,114 @@ class CompanyFunctionsMetaClass:
         )
         return df.set_index("date")[[column_to_extract]].apply(pd.to_numeric).replace(np.nan, None)
 
+    def _segments(
+        self,
+        segment_type: SegmentType,
+        period_type: Optional[PeriodType] = None,
+        start_year: Optional[int] = None,
+        end_year: Optional[int] = None,
+        start_quarter: Optional[int] = None,
+        end_quarter: Optional[int] = None,
+    ) -> pd.DataFrame:
+        """Get the company's segments"""
+        try:
+            self.validate_inputs(
+                start_year=start_year,
+                end_year=end_year,
+                start_quarter=start_quarter,
+                end_quarter=end_quarter,
+            )
+        except ValueError:
+            return pd.DataFrame()
+
+        results = self.kfinance_api_client.fetch_segments(
+            company_id=self.company_id,
+            segment_type=segment_type,
+            period_type=period_type,
+            start_year=start_year,
+            end_year=end_year,
+            start_quarter=start_quarter,
+            end_quarter=end_quarter,
+        )["segments"]
+
+        period_name = (
+            "Year" if (period_type == PeriodType.annual or period_type is None) else "Period"
+        )
+
+        # flatten the nested dictionary and return as a DataFrame
+        rows = []
+        for period, segments in results.items():
+            for segment_name, line_items in segments.items():
+                for line_item, value in line_items.items():
+                    rows.append([period, segment_name, line_item, value])
+        return pd.DataFrame(
+            rows, columns=[period_name, "Segment Name", "Line Item", "Value"]
+        ).replace(np.nan, None)
+
+    def business_segments(
+        self,
+        period_type: Optional[PeriodType] = None,
+        start_year: Optional[int] = None,
+        end_year: Optional[int] = None,
+        start_quarter: Optional[int] = None,
+        end_quarter: Optional[int] = None,
+    ) -> pd.DataFrame:
+        """Retrieves the templated line of business segments for a given period_type, start_year, start_quarter, end_year and end_quarter.
+
+        :param period_type: The period_type requested for. Can be “annual”, “quarterly”, "ytd". Defaults to “annual” when start_quarter and end_quarter are None.
+        :type start_year: PeriodType, optional
+        :param start_year: The starting calendar year, defaults to None
+        :type start_year: int, optional
+        :param end_year: The ending calendar year, defaults to None
+        :type end_year: int, optional
+        :param start_quarter: The starting calendar quarter, defaults to None
+        :type start_quarter: int, optional
+        :param end_quarter: The ending calendar quarter, defaults to None
+        :type end_quarter: int, optional
+        :return: A DataFrame with `Year`/`Period`, `Segment Name`, `Line Item` and `Value` column.
+        :rtype: pd.DataFrame
+        """
+        return self._segments(
+            segment_type=SegmentType.business,
+            period_type=period_type,
+            start_year=start_year,
+            end_year=end_year,
+            start_quarter=start_quarter,
+            end_quarter=end_quarter,
+        )
+
+    def geographic_segments(
+        self,
+        period_type: Optional[PeriodType] = None,
+        start_year: Optional[int] = None,
+        end_year: Optional[int] = None,
+        start_quarter: Optional[int] = None,
+        end_quarter: Optional[int] = None,
+    ) -> pd.DataFrame:
+        """Retrieves the templated geographic segments for a given company for a given period_type, start_year, start_quarter, end_year and end_quarter.
+
+        :param period_type: The period_type requested for. Can be “annual”, “quarterly”, "ytd". Defaults to “annual” when start_quarter and end_quarter are None.
+        :type start_year: PeriodType, optional
+        :param start_year: The starting calendar year, defaults to None
+        :type start_year: int, optional
+        :param end_year: The ending calendar year, defaults to None
+        :type end_year: int, optional
+        :param start_quarter: The starting calendar quarter, defaults to None
+        :type start_quarter: int, optional
+        :param end_quarter: The ending calendar quarter, defaults to None
+        :type end_quarter: int, optional
+        :return: A DataFrame with `Year`/`Period`, `Segment Name`, `Line Item` and `Value` column.
+        :rtype: pd.DataFrame
+        """
+        return self._segments(
+            segment_type=SegmentType.geographic,
+            period_type=period_type,
+            start_year=start_year,
+            end_year=end_year,
+            start_quarter=start_quarter,
+            end_quarter=end_quarter,
+        )
+
 
 for line_item in LINE_ITEMS:
     line_item_name = line_item["name"]

{kensho_kfinance-2.1.2 → kensho_kfinance-2.2.2}/kfinance/tests/test_batch_requests.py

@@ -1,7 +1,8 @@
 from concurrent.futures import ThreadPoolExecutor
+import time
 from typing import Any, Dict
 from unittest import TestCase
-from unittest.mock import patch
+from unittest.mock import PropertyMock, patch
 
 import numpy as np
 import pandas as pd
@@ -9,6 +10,7 @@ import pytest
 import requests
 import requests_mock
 
+from kfinance.batch_request_handling import MAX_WORKERS_CAP
 from kfinance.fetch import KFinanceApiClient
 from kfinance.kfinance import Companies, Company, Ticker, TradingItems
 
@@ -260,3 +262,33 @@ class TestTradingItem(TestCase):
 
         expected_id_based_result = {1001: "Mock City A"}
         self.assertDictEqual(id_based_result, expected_id_based_result)
+
+    @patch.object(Company, "info", new_callable=PropertyMock)
+    def test_batch_requests_processed_in_parallel(self, mock_value: PropertyMock):
+        """
+        WHEN a batch request gets processed
+        THEN the requests are handled in parallel not sequentially.
+        """
+
+        sleep_duration = 0.05
+
+        def mock_info_with_sleep() -> dict[str, str]:
+            """Mock an info call with a short sleep"""
+            time.sleep(sleep_duration)
+            return {"city": "Cambridge"}
+
+        mock_value.side_effect = mock_info_with_sleep
+
+        # Create tasks up to the MAX_WORKERS_CAP (max number of parallel tasks)
+        companies = Companies(
+            self.kfinance_api_client_with_thread_pool, [i for i in range(MAX_WORKERS_CAP)]
+        )
+
+        start = time.perf_counter()
+        result = companies.city
+        end = time.perf_counter()
+        assert len(result) == MAX_WORKERS_CAP
+        # Check that the requests run faster than sequential.
+        # In practice, the requests should take barely more than the `sleep_duration` but timing
+        # based tests can be flaky, especially in CI.
+        assert end - start < MAX_WORKERS_CAP * sleep_duration