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CHANGELOG.md

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Changelog

2.1.0 - 1/9/22

New

  • Added an LRU cache to all StockMapper and MutualFundMapper properties. This should result in performance improvements on repeated calls to the mapper properties.

2.0.2 - 12/29/21

Internal

  • 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 the requirements/ folder to separate runtime, testing, and documentation dependencies.

2.0.1 - 12/28/21

Changed

  • Moved README content from README.rst to README.md for improved table formatting support.
  • Raw pandas dataframe is now sorted on CIK and ticker to produce more consistent output.

2.0.0 - 12/25/21

New

  • Full revamp of API. Renamed CIKMapper to StockMapper and added support for mutual fund mapping capabilities via the MutualFundMapper. The MutualFundMapper is capable of obtaining mappings between CIKs, tickers, series IDs, and class IDs. The StockMapper 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.

Internal

  • 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.

1.0.0 - 12/15/21

  • Initial release.