Finance Database Files

Even though not much in the package itself changed there are major new additions to the database itself, these are the main topics:

EXPANDED METADATA Added hundreds of thousands of new entries across Equities, ETFs, Funds, Indices, Currencies, and Cryptocurrencies. These are fields such as business summaries, sectors, industry groups, and categories for precise filtering and screening.This goes alongside new company IPOs. There now also exists a delisted flag that indicates whether the company is delisted or not.

DATA QUALITY IMPROVEMENTS Resolved conflicting company names, refined existing categorizations, and completely re-evaluated existing mappings. This includes adding over 15,000 new ISIN and CUSIP codes to significantly improve database precision. Furthermore, the equities, funds and etfs datasets now have been split up in exchanges (before compression) so PRs are easily reviewable.

IMPROVED ROBUSTNESS Upgraded the core Python package to handle edge cases and invalid inputs gracefully, ensuring a seamless integration with tools like the Finance Toolkit. Furthermore, there exists now a delisted filter that automatically filters out companies that have the delisted flag set to True.

What's Changed

• Bump fonttools from 4.58.5 to 4.61.0 by @dependabot[bot] in https://github.com/JerBouma/FinanceDatabase/pull/117
• fix: correct and enrich 229 ISIN codes in equities database by @AlfaStake in https://github.com/JerBouma/FinanceDatabase/pull/126
• Add ISIN codes for ETFs by @AlfaStake in https://github.com/JerBouma/FinanceDatabase/pull/124
• Bump pillow from 11.3.0 to 12.1.1 by @dependabot[bot] in https://github.com/JerBouma/FinanceDatabase/pull/123
• Bump protobuf from 6.31.1 to 6.33.5 by @dependabot[bot] in https://github.com/JerBouma/FinanceDatabase/pull/121
• Added SCMB by @pettijohn in https://github.com/JerBouma/FinanceDatabase/pull/135
• Added some missing currencies and names from SEC Data by @pettijohn in https://github.com/JerBouma/FinanceDatabase/pull/136
• Backfill ~4.5k CUSIP values in equities.csv from SEC 13F filings by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/138
• Backfill ISIN/CUSIP + fix placeholder names from yfinance by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/139
• Fix 1,084 placeholder names + 614 country + 35 exchange from yfinance by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/141
• Replace 725 boilerplate summaries with yfinance longBusinessSummary by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/142
• ASE exchange fix + ISIN/FIGI backfill from public data by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/143
• Fill 17,252 empty exchange + market cells in equities.csv by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/145
• Baseline test improvements: snapshots, local data, docstrings, infra cleanup by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/140
• Test infra follow-ups [#2]: library invariants, helpers.py coverage 45→86%, cov in CI by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/146
• ETFs/Funds data quality + cross-asset invariants + equities country/ISIN backfill + SPAC cleanup + README stats by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/147
• Add mic_code (ISO 10383 MIC) column by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/149
• Enrich composite_figi and fill mic on new tickers by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/150
• Enrich FIGI via OpenFIGI, add 709 tickers (#119), fix README stats workflow by @dokson in https://github.com/JerBouma/FinanceDatabase/pull/151
• Added delisted column into the database and split up the equities, funds and etfs files by @JerBouma

New Contributors

• @AlfaStake made their first contribution in https://github.com/JerBouma/FinanceDatabase/pull/126
• @pettijohn made their first contribution in https://github.com/JerBouma/FinanceDatabase/pull/135
• @dokson made their first contribution in https://github.com/JerBouma/FinanceDatabase/pull/138

Full Changelog: https://github.com/JerBouma/FinanceDatabase/compare/2.3.1...2.4.0