wiz-trader 0.37.0__tar.gz → 0.38.0__tar.gz

{wiz_trader-0.37.0/src/wiz_trader.egg-info → wiz_trader-0.38.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: wiz_trader
-Version: 0.37.0
+Version: 0.38.0
 Summary: A Python SDK for connecting to the Wizzer.
 Home-page: https://bitbucket.org/wizzer-tech/quotes_sdk.git
 Author: Pawan Wagh
@@ -50,6 +50,7 @@ Dynamic: requires-python
     - [Basket Management](#basket-management)
     - [Instrument Management](#instrument-management)
     - [Instrument Screener](#instrument-screener)
+    - [Analytics API](#analytics-api)
     - [Complete Examples](#wizzer-client-examples)
 6. [Common Use Cases](#common-use-cases)
 7. [Error Handling](#error-handling)
@@ -2327,6 +2328,434 @@ The `contract` field indicates the type of futures contract:
 - **`mid_month`**: Next month's futures contract  
 - **`far_month`**: Month after next futures contract
 
+### Analytics API
+
+The Analytics API provides comprehensive financial analysis and market data tools for stocks and indices. It includes fundamentals analysis, valuation metrics, returns calculation, market data, ownership analysis, metrics, and macro data.
+
+#### Fundamentals Analysis
+
+Get key financial metrics and ratios for stocks:
+
+```python
+# Net Profit Margin
+margin = client.get_net_profit_margin("INFY", period="quarterly", quarter="Q1FY24")
+print(f"Net Profit Margin: {margin['netProfitMargin']}%")
+
+# Return on Equity (ROE)
+roe = client.get_roe("TCS", period="annual", consolidated=True)
+print(f"ROE: {roe['roe']}%")
+
+# Return on Assets (ROA)
+roa = client.get_roa("WIPRO", period="annual", consolidated=True)
+print(f"ROA: {roa['roa']}%")
+
+# EBIT Margin
+ebit = client.get_ebit_margin("INFY", period="annual", consolidated=True)
+print(f"EBIT Margin: {ebit['ebitMargin']}%")
+
+# Operating Cash Flow to Net Profit Ratio
+ocf_ratio = client.get_ocf_netprofit_ratio("TCS", period="annual")
+print(f"OCF/Net Profit Ratio: {ocf_ratio['ocfNetprofitRatio']}")
+
+# EPS CAGR (Compound Annual Growth Rate)
+eps_cagr = client.get_eps_cagr("INFY", start_year=2019, end_year=2023)
+print(f"EPS CAGR (2019-2023): {eps_cagr['epsCagr']}%")
+
+# Book to Market Ratio
+btm = client.get_book_to_market("NSE:INFY", as_of="2024-03-31")
+print(f"Book to Market: {btm['bookToMarket']}")
+
+# Market Cap to Sales Ratio
+mts = client.get_marketcap_to_sales("RELIANCE", as_of="2024-03-31")
+print(f"Market Cap to Sales: {mts['marketcapToSales']}")
+
+# Cash to Market Cap Ratio
+ctm = client.get_cash_to_marketcap("TCS", as_of="2024-03-31")
+print(f"Cash to Market Cap: {ctm['cashToMarketcap']}")
+```
+
+#### Valuation Metrics
+
+Get key valuation ratios:
+
+```python
+# Price to Earnings (P/E) Ratio
+pe = client.get_pe_ratio("RELIANCE", date="2024-12-31", ttm=False, consolidated=True)
+print(f"P/E Ratio: {pe['peRatio']}")
+
+# Price to Book (P/B) Ratio
+pb = client.get_pb_ratio("HDFC", date="2024-12-31", consolidated=True)
+print(f"P/B Ratio: {pb['pbRatio']}")
+
+# Enterprise Value to EBITDA
+ev_ebitda = client.get_ev_ebitda("TCS", date="2024-06-30", ttm=False, consolidated=True)
+print(f"EV/EBITDA: {ev_ebitda['evEbitda']}")
+
+# Free Cash Flow Yield
+fcf_yield = client.get_fcf_yield("HDFCAMC", date="2024-06-30", ttm=False, consolidated=True)
+print(f"FCF Yield: {fcf_yield['fcfYield']}%")
+```
+
+#### Returns Analysis
+
+Calculate returns over different time periods:
+
+```python
+# CAGR (Compound Annual Growth Rate)
+cagr_data = client.get_cagr(
+    symbol="RELIANCE",
+    start_date="2020-01-01",
+    end_date="2024-01-01",
+    adjusted=True
+)
+print(f"Annual CAGR: {cagr_data['cagr']}%")
+print(f"Start Price: ₹{cagr_data['startPrice']}")
+print(f"End Price: ₹{cagr_data['endPrice']}")
+
+# Quarterly Returns
+quarterly_returns = client.get_quarterly_returns(
+    symbol="INFY",
+    start_date="2024-01-01",
+    end_date="2024-12-31",
+    adjusted=True
+)
+
+# Monthly Returns
+monthly_returns = client.get_monthly_returns(
+    symbol="TCS",
+    start_date="2024-01-01",
+    end_date="2024-12-31",
+    adjusted=True
+)
+```
+
+#### Market Data
+
+Get historical price data and market capitalization:
+
+```python
+# Daily OHLCV Data
+ohlcv_data = client.get_analytics_ohlcv_daily(
+    symbol="RELIANCE",
+    start_date="2024-01-01",
+    end_date="2024-01-31",
+    adjusted=True
+)
+print(f"Retrieved {len(ohlcv_data['data'])} days of data")
+
+# Historical Prices (same as OHLCV)
+historical_prices = client.get_analytics_historical_prices(
+    symbol="SBIN",
+    start_date="2024-01-01",
+    end_date="2024-01-31",
+    adjusted=True
+)
+
+# Free-Float Market Capitalization
+free_float_mcap = client.get_free_float_market_cap("RELIANCE", date="2024-07-31")
+print(f"Free-Float Market Cap: ₹{free_float_mcap['freeFloatMarketCap']} Crores")
+print(f"Total Market Cap: ₹{free_float_mcap['marketCap']} Crores")
+print(f"Promoter Holding: {free_float_mcap['promoterHoldingPercent']}%")
+
+# Index OHLC Daily Data
+index_data = client.get_index_ohlc_daily(
+    symbol="NIFTY50",
+    start_date="2024-01-01",
+    end_date="2024-01-31"
+)
+print(f"Retrieved {len(index_data['data'])} days of index data")
+```
+
+#### Ownership Analysis
+
+Analyze institutional holdings and their changes:
+
+```python
+# FII and DII Holdings
+fii_dii = client.get_fii_dii_holdings("RELIANCE", quarter="Q4FY23")
+print(f"FII Holdings: {fii_dii['fiiPercent']}%")
+print(f"DII Holdings: {fii_dii['diiPercent']}%")
+
+# FII Change from Previous Quarter
+fii_change = client.get_fii_change("INFY")
+print(f"FII Change: {fii_change['fiiChange']}%")
+print(f"Current FII: {fii_change['currentFii']}%")
+print(f"Previous FII: {fii_change['previousFii']}%")
+
+# DII Change from Previous Quarter
+dii_change = client.get_dii_change("INFY")
+print(f"DII Change: {dii_change['diiChange']}%")
+print(f"Current DII: {dii_change['currentDii']}%")
+print(f"Previous DII: {dii_change['previousDii']}%")
+```
+
+#### Metrics (Risk-Adjusted Performance)
+
+Get risk-adjusted performance metrics:
+
+```python
+# Sortino Ratio
+sortino = client.get_sortino_ratio(
+    symbol="HDFCBANK",
+    start_date="2024-01-01",
+    end_date="2024-12-31",
+    rf=0.065,
+    interval="daily"
+)
+print(f"Sortino Ratio: {sortino['sortinoRatio']}")
+print(f"Annualized Return: {sortino['annualizedReturn']}")
+print(f"Downside Deviation: {sortino['downsideDeviation']}")
+
+# Upside Capture Ratio
+upside_capture = client.get_upside_capture(
+    symbol="ICICIBANK",
+    benchmark_symbol="NIFTY50",
+    start_date="2024-01-01",
+    end_date="2024-12-31"
+)
+print(f"Upside Capture Ratio: {upside_capture['upsideCaptureRatio']}%")
+print(f"Periods Analyzed: {upside_capture['periodsAnalyzed']}")
+```
+
+#### Macro Economic Data
+
+Get macroeconomic indicators:
+
+```python
+# Risk-Free Rate
+risk_free_rate = client.get_risk_free_rate(
+    start_date="2024-01-01",
+    end_date="2024-12-31",
+    tenor="10Y",
+    country="IN",
+    method="average"
+)
+print(f"Risk-Free Rate (10Y): {risk_free_rate['riskFreeRate']}")
+print(f"Country: {risk_free_rate['country']}")
+print(f"Source: {risk_free_rate['source']}")
+```
+
+#### Risk Analysis
+
+Get risk metrics and volatility measures:
+
+```python
+# Maximum Drawdown (Peak-to-trough decline)
+max_drawdown = client.get_max_drawdown(
+    symbol="RELIANCE",
+    start_date="2024-01-01",
+    end_date="2024-12-31"
+)
+print(f"Maximum Drawdown: {max_drawdown['maxDrawdown']}%")
+print(f"Drawdown Start Date: {max_drawdown['drawdownStartDate']}")
+print(f"Drawdown End Date: {max_drawdown['drawdownEndDate']}")
+print(f"Days in Drawdown: {max_drawdown['daysInDrawdown']}")
+
+# Returns Volatility (Standard Deviation)
+volatility = client.get_returns_volatility(
+    symbol="NIFTY50",
+    start_date="2024-01-01",
+    end_date="2024-12-31",
+    interval="daily"
+)
+print(f"Volatility (Daily): {volatility['volatility']}%")
+print(f"Annualized Volatility: {volatility['annualizedVolatility']}%")
+print(f"Mean Return: {volatility['meanReturn']}%")
+```
+
+#### Sector Classification
+
+Get comprehensive sector and industry classification:
+
+```python
+# Complete Sector Classification Data
+sector_data = client.get_sector_classification("RELIANCE")
+print(f"Company: {sector_data['companyName']}")
+print(f"Sector: {sector_data['sector']}")
+print(f"Industry: {sector_data['industry']}")
+print(f"Sub-Industry: {sector_data['subIndustry']}")
+print(f"GICS Sector Code: {sector_data['gicsSectorCode']}")
+print(f"Industry Group: {sector_data['industryGroup']}")
+print(f"Market Cap Tier: {sector_data['marketCapTier']}")
+```
+
+#### Leverage Analysis
+
+Analyze financial leverage and debt ratios:
+
+```python
+# Debt-to-Equity Ratio
+debt_equity = client.get_debt_equity_ratio(
+    symbol="RELIANCE",
+    period="annual",
+    consolidated=True
+)
+print(f"Debt-to-Equity Ratio: {debt_equity['debtEquityRatio']}")
+print(f"Total Debt: ₹{debt_equity['totalDebt']} Crores")
+print(f"Total Equity: ₹{debt_equity['totalEquity']} Crores")
+print(f"Period: {debt_equity['period']}")
+print(f"Data Date: {debt_equity['dataDate']}")
+```
+
+#### Advanced Returns Analysis
+
+Calculate compound annual growth rates:
+
+```python
+# CAGR (Compound Annual Growth Rate)
+cagr = client.get_cagr(
+    symbol="TCS",
+    start_date="2020-01-01",
+    end_date="2024-01-01",
+    adjusted=True
+)
+print(f"CAGR (4-Year): {cagr['cagr']}%")
+print(f"Total Return: {cagr['totalReturn']}%")
+print(f"Start Price: ₹{cagr['startPrice']}")
+print(f"End Price: ₹{cagr['endPrice']}")
+print(f"Years: {cagr['years']}")
+```
+
+#### Complete Analytics Example
+
+Here's a comprehensive example that combines multiple analytics features:
+
+```python
+from wiz_trader import WizzerClient
+
+def analyze_stock(symbol):
+    client = WizzerClient(
+        base_url="https://api-url.in",
+        token="your-jwt-token"
+    )
+    
+    print(f"=== Analysis for {symbol} ===\n")
+    
+    # Fundamentals
+    print("📊 FUNDAMENTALS:")
+    try:
+        margin = client.get_net_profit_margin(symbol)
+        print(f"  Net Profit Margin: {margin.get('netProfitMargin', 'N/A')}%")
+        
+        roe = client.get_roe(symbol)
+        print(f"  ROE: {roe.get('roe', 'N/A')}%")
+        
+        roa = client.get_roa(symbol)
+        print(f"  ROA: {roa.get('roa', 'N/A')}%")
+        
+        eps_cagr = client.get_eps_cagr(symbol, start_year=2019, end_year=2023)
+        print(f"  EPS CAGR (5Y): {eps_cagr.get('epsCagr', 'N/A')}%")
+    except Exception as e:
+        print(f"  Error fetching fundamentals: {e}")
+    
+    # Valuation
+    print("\n💰 VALUATION:")
+    try:
+        pe = client.get_pe_ratio(symbol)
+        print(f"  P/E Ratio: {pe.get('peRatio', 'N/A')}")
+        
+        pb = client.get_pb_ratio(symbol)
+        print(f"  P/B Ratio: {pb.get('pbRatio', 'N/A')}")
+        
+        ev_ebitda = client.get_ev_ebitda(symbol)
+        print(f"  EV/EBITDA: {ev_ebitda.get('evEbitda', 'N/A')}")
+    except Exception as e:
+        print(f"  Error fetching valuation: {e}")
+    
+    # Returns
+    print("\n📈 RETURNS:")
+    try:
+        cagr_data = client.get_cagr(
+            symbol=symbol,
+            start_date="2020-01-01",
+            end_date="2024-01-01"
+        )
+        print(f"  4-Year CAGR: {cagr_data.get('cagr', 'N/A')}%")
+        print(f"  Start Price: ₹{cagr_data.get('startPrice', 'N/A')}")
+        print(f"  End Price: ₹{cagr_data.get('endPrice', 'N/A')}")
+    except Exception as e:
+        print(f"  Error fetching returns: {e}")
+    
+    # Ownership
+    print("\n🏛️ OWNERSHIP:")
+    try:
+        fii_dii = client.get_fii_dii_holdings(symbol)
+        print(f"  FII Holdings: {fii_dii.get('fiiPercent', 'N/A')}%")
+        print(f"  DII Holdings: {fii_dii.get('diiPercent', 'N/A')}%")
+        
+        fii_change = client.get_fii_change(symbol)
+        print(f"  FII Change: {fii_change.get('fiiChange', 'N/A')}%")
+    except Exception as e:
+        print(f"  Error fetching ownership: {e}")
+    
+    # Market Cap
+    print("\n🏢 MARKET DATA:")
+    try:
+        mcap = client.get_free_float_market_cap(symbol)
+        print(f"  Market Cap: ₹{mcap.get('marketCap', 'N/A')} Crores")
+        print(f"  Free-Float Market Cap: ₹{mcap.get('freeFloatMarketCap', 'N/A')} Crores")
+        print(f"  Promoter Holding: {mcap.get('promoterHoldingPercent', 'N/A')}%")
+    except Exception as e:
+        print(f"  Error fetching market data: {e}")
+    
+    # Risk Analysis
+    print("\n⚠️ RISK ANALYSIS:")
+    try:
+        max_drawdown = client.get_max_drawdown(
+            symbol=symbol,
+            start_date="2024-01-01",
+            end_date="2024-12-31"
+        )
+        print(f"  Maximum Drawdown: {max_drawdown.get('maxDrawdown', 'N/A')}%")
+        
+        volatility = client.get_returns_volatility(
+            symbol=symbol,
+            start_date="2024-01-01",
+            end_date="2024-12-31"
+        )
+        print(f"  Returns Volatility: {volatility.get('volatility', 'N/A')}%")
+    except Exception as e:
+        print(f"  Error fetching risk metrics: {e}")
+    
+    # Sector Classification
+    print("\n🏭 SECTOR CLASSIFICATION:")
+    try:
+        sector = client.get_sector_classification(symbol)
+        print(f"  Sector: {sector.get('sector', 'N/A')}")
+        print(f"  Industry: {sector.get('industry', 'N/A')}")
+        print(f"  Market Cap Tier: {sector.get('marketCapTier', 'N/A')}")
+    except Exception as e:
+        print(f"  Error fetching sector data: {e}")
+    
+    # Leverage Analysis
+    print("\n💳 LEVERAGE ANALYSIS:")
+    try:
+        debt_equity = client.get_debt_equity_ratio(symbol)
+        print(f"  Debt-to-Equity Ratio: {debt_equity.get('debtEquityRatio', 'N/A')}")
+    except Exception as e:
+        print(f"  Error fetching leverage metrics: {e}")
+
+# Analyze multiple stocks
+stocks = ["RELIANCE", "TCS", "INFY", "HDFC", "SBIN"]
+for stock in stocks:
+    analyze_stock(stock)
+    print("\n" + "="*50 + "\n")
+```
+
+**Key Features:**
+- **Comprehensive Coverage**: 31+ analytics endpoints covering fundamentals, valuation, returns, market data, ownership, metrics, macro data, risk analysis, sector classification, and leverage analysis
+- **Fundamentals Analysis**: 9 methods including ROE, ROA, margins, ratios, book-to-market, market cap-to-sales, and cash-to-market cap
+- **Valuation Metrics**: P/E, P/B, EV/EBITDA, FCF yield with TTM and consolidated/standalone options
+- **Risk-Adjusted Metrics**: Sortino ratio, upside capture ratio, maximum drawdown, and returns volatility for comprehensive risk analysis
+- **Sector & Industry Analysis**: Complete GICS classification with sector, industry, sub-industry, and market cap tier data
+- **Leverage Analysis**: Debt-to-equity ratios and comprehensive financial leverage metrics
+- **Institutional Analysis**: Track FII/DII holdings and their quarterly changes
+- **Returns Calculation**: Calculate CAGR over custom time periods with flexible date ranges
+- **Macro Economic Data**: Risk-free rates for various tenors and countries
+- **Index Support**: Historical OHLC data for major indices like NIFTY50, SENSEX
+- **Error Handling**: Robust error handling with comprehensive parameter validation
+- **Modern API Design**: Updated parameter names following camelCase convention
+
 ### Wizzer Client Examples
 
 #### Market Data and Analysis Example
@@ -3628,24 +4057,6 @@ All supported environment variables:
 
 ## Available Screener Fields
 
-### Historical Market Data
-
-| Field | Description | Data Type | Unit | Supported Operations |
-|--- |--- |--- |--- |--- |
-| `hmdOpen` | Opening price of the trading session | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdHigh` | Highest price during the trading session | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdLow` | Lowest price during the trading session | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdClose` | Closing price of the trading session | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdLtp` | Last Traded Price | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdPrevClose` | Previous day closing price | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdVolume` | Trading volume (number of shares traded) | UInt64 | shares | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdTurnover` | Trading turnover (total value of shares traded) | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdTotalTrades` | Total number of trades executed | UInt64 | count | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdPriceBandLower` | Lower price band limit | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdPriceBandUpper` | Upper price band limit | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `hmdDate` | Trading date | Date | - | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-| `MarketCap` | Logarithm of Market Capitalization | Float64 | log_currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
-
 ### Instrument Properties
 
 | Field | Description | Data Type | Supported Operations |
@@ -3689,6 +4100,7 @@ All supported environment variables:
 | `grossNpaRatioAnnual` | Gross NPA Ratio - annual | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `netNpaRatioQuarterly` | Net NPA Ratio - quarterly | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `netNpaRatioAnnual` | Net NPA Ratio - annual | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `gnpaPct` | Gross Non-Performing Assets Percentage | Float | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
 ### Capital Adequacy
 | Field | Description | Data Type | Unit | Supported Operations |
@@ -3745,6 +4157,8 @@ All supported environment variables:
 ### Total Assets & Equity
 | Field | Description | Data Type | Unit | Supported Operations |
 |--- |--- |--- |--- |--- |
+| `bookValue` | Book Value | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `shareholderEquity` | Shareholder Equity | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `totalAssetsQuarterly` | Total Assets - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `totalAssetsAnnual` | Total Assets - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `totalEquityQuarterly` | Total Equity - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
@@ -3754,11 +4168,18 @@ All supported environment variables:
 | `totalLiabilitiesQuarterly` | Total Liabilities - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `totalLiabilitiesAnnual` | Total Liabilities - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
+### Debt & Cash
+| Field | Description | Data Type | Unit | Supported Operations |
+|--- |--- |--- |--- |--- |
+| `totalDebt` | Total Debt | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `netCash` | Net Cash (Cash - Total Debt) | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+
 ## Income Statement Items
 
 ### Revenue & Income
 | Field | Description | Data Type | Unit | Supported Operations |
 |--- |--- |--- |--- |--- |
+| `revenue` | Total Revenue | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `revenueOperationsQuarterly` | Revenue from Operations - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `revenueOperationsAnnual` | Revenue from Operations - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `otherIncomeQuarterly` | Other Income - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
@@ -3795,6 +4216,7 @@ All supported environment variables:
 | `deferredTaxAnnual` | Deferred Tax - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `taxExpenseQuarterly` | Tax Expense - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `taxExpenseAnnual` | Tax Expense - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `netIncome` | Net Income | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `netProfitQuarterly` | Net Profit - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `netProfitAnnual` | Net Profit - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
@@ -3841,6 +4263,7 @@ All supported environment variables:
 ### Net Cash Changes
 | Field | Description | Data Type | Unit | Supported Operations |
 |--- |--- |--- |--- |--- |
+| `freeCashFlow` | Free Cash Flow | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `netCashChangeQuarterly` | Net Cash Change - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `netCashChangeAnnual` | Net Cash Change - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `cashCashflowStmtQuarterly` | Cash from Cashflow Statement - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
@@ -3908,6 +4331,14 @@ All supported environment variables:
 | `interestCoverageRatioQuarterly` | Interest Coverage Ratio - quarterly | Float64 | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `interestCoverageRatioAnnual` | Interest Coverage Ratio - annual | Float64 | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
+### Valuation Ratios
+| Field | Description | Data Type | Unit | Supported Operations |
+|--- |--- |--- |--- |--- |
+| `peRatio` | Price to Earnings Ratio | Float | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `pbRatio` | Price to Book Ratio | Float | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `evEbitda` | Enterprise Value to EBITDA | Float | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `fcfYield` | Free Cash Flow Yield | Float | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+
 ### Profitability Ratios
 | Field | Description | Data Type | Unit | Supported Operations |
 |--- |--- |--- |--- |--- |
@@ -3915,14 +4346,41 @@ All supported environment variables:
 | `basicEpsAnnual` | Basic EPS - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `dilutedEpsQuarterly` | Diluted EPS - quarterly | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `dilutedEpsAnnual` | Diluted EPS - annual | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `roe` | Return on Equity | Nullable(Float32) | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `roa` | Return on Assets | Nullable(Float32) | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `ebitda` | Earnings Before Interest, Taxes, Depreciation, and Amortization | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `ebitMargin` | Earnings Before Interest and Taxes Margin | Nullable(Float32) | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `EPS` | Earnings Per Share | Nullable(Float64) | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `epsCagr` | EPS Compounded Annual Growth Rate | Float | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
 ### Efficiency Ratios
 | Field | Description | Data Type | Unit | Supported Operations |
 |--- |--- |--- |--- |--- |
 | `assetTurnover` | Asset Turnover Ratio | Float | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `currentRatio` | Current Ratio | Float | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `ocfNPRatio` | Operating Cash Flow to Net Profit Ratio | Nullable(Float64) | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `ocfPat` | Operating Cash Flow to PAT Ratio | Float | ratio | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
+### Shareholding Patterns
+
+#### Current Holdings
+| Field | Description | Data Type | Unit | Supported Operations |
+|--- |--- |--- |--- |--- |
+| `currentFiiHoldings` | Current FII holdings percentage (latest quarter) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `currentDiiHoldings` | Current DII holdings percentage (latest quarter) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `currentPromoterHoldings` | Current Promoter holdings percentage (latest quarter) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `currentInstitutionalHoldings` | Current total institutional holdings percentage (latest quarter) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `freeFloatPercentage` | Free float percentage (latest quarter) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `freeFloatMarketCap` | Free-float market capitalization (latest trading day) | Float64 | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+
+#### Quarter-on-Quarter Changes
+| Field | Description | Data Type | Unit | Supported Operations |
+|--- |--- |--- |--- |--- |
+| `qoqInstitutionalChange` | Quarter-on-quarter change in institutional holdings (%) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `qoqFiiChange` | Quarter-on-quarter change in FII holdings (%) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `qoqDiiChange` | Quarter-on-quarter change in DII holdings (%) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `qoqPromoterChange` | Quarter-on-quarter change in Promoter holdings (%) | Float64 | % | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+
 ## Segment Analysis
 
 ### Segment Financial Data
@@ -3953,6 +4411,7 @@ All supported environment variables:
 | `hmdPriceBandLower` | Lower price band limit | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `hmdPriceBandUpper` | Upper price band limit | Float | currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 | `hmdDate` | Trading date | Date | - | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
+| `MarketCap` | Logarithm of Market Capitalization | Float64 | log_currency | `$eq`, `$ne`, `$gt`, `$gte`, `$lt`, `$lte`, `$between` |
 
 ### Supported Operations