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v1.5.0 — Earnings Patch

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@wangzhe3224 wangzhe3224 released this 12 Jun 13:39
· 1 commit to main since this release
v1.5.0
c8be9d3

What's New

Earnings Patch Module

When API data (e.g. yfinance) lags behind actual earnings releases, the new data.patch module allows patching Stock objects with manually collected quarterly earnings data.

  • apply_earnings_patch(stock, patch) — computes TTM metrics using partial TTM formula: sum(NQ) + API_annual × (4-N)/4
  • load_patch_from_json(path) — load patch data from JSON file
  • is_patched / data_provenance properties on Stock — track which fields use patched data
  • --earnings-patch CLI flag on fetch_stock_data.py — inject patch via JSON file

Example

from valueinvest.data.patch import EarningsPatch, QuarterlyEarnings, apply_earnings_patch

patch = EarningsPatch(
    ticker="ADBE",
    source_description="SEC 10-Q filed June 11, 2026",
    quarters=[
        QuarterlyEarnings(
            quarter_label="Q2 FY2026", end_date="2026-05-31",
            revenue=5_871_000_000, net_income=1_833_000_000, eps=4.06,
            operating_cash_flow=2_280_000_000, capex=85_000_000,
            sbc=380_000_000, depreciation=150_000_000,
            ebit=2_560_000_000, ebitda=2_710_000_000,
        ),
    ],
)
result = apply_earnings_patch(stock, patch)
python scripts/fetch_stock_data.py ADBE --earnings-patch /tmp/adbe_patch.json

Testing

47 unit tests (20 core + 27 edge cases) — all passing.

Full changelog: https://github.com/wangzhe3224/valueinvest/blob/main/CHANGELOG.md

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