- Added an LRU cache to all StockMapper and MutualFundMapper properties. This should result in performance improvements on repeated calls to the mapper properties.
- PyPI releases are now fully automated via a GitHub actions workflow that is triggered on every new git tag.
- Cleaned up Makefile, requirements.txt file and tox.ini configurations for faster and cleaner builds.
- Broke up the
requirements.txt
file into 3 different files under therequirements/
folder to separate runtime, testing, and documentation dependencies.
- Moved README content from
README.rst
toREADME.md
for improved table formatting support. - Raw pandas dataframe is now sorted on CIK and ticker to produce more consistent output.
- Full revamp of API. Renamed
CIKMapper
toStockMapper
and added support for mutual fund mapping capabilities via theMutualFundMapper
. TheMutualFundMapper
is capable of obtaining mappings between CIKs, tickers, series IDs, and class IDs. TheStockMapper
is capable of obtaining mappings between CIKs, tickers, company names, and exchanges. - Replaced function calls on mapper objects with properties.
- Added support for creating mappings to and from exchanges via the
StockMapper
. - Added full support for PEP 484-style type hints.
- Added
raw_dataframe
property to both mappers that exposes the underlying pandas dataframe for additional extensibility. - Added examples to GitHub repository to improve first-time usage.
- Updated naming of JSON and CSV mappings and added support for a number of new auto-generated mappings.
- Improved documentation in README on how to download the auto-generated mappings via curl from GitHub or jsDelivr.
- Improved abstractions to reduce code duplication across both mapper classes.
- Migrated PyPI publishing system to Flit.
- Revamped README and documentation. The latest documentation can be found here.
- Full rewrite of tests to support new properties and package APIs.
- Initial release.