Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

YahooFinanceEx.get_option_chain/2 — the option chain for one symbol and one expiry via /v7/finance/options. Calls and puts come back in a single contracts list, each tagged side: :call | :put, carrying strike, bid/ask, last price, volume, open interest, implied volatility, moneyness, currency and contract size.
The response also includes every expiry Yahoo lists and the underlying's spot price, so one request answers "which expiries exist", "what is it trading at" and "what are the strikes" together — a consumer screening a shortlist needs one call per symbol, not three.
contract_size is normalized from Yahoo's "REGULAR"/"MINI" class names to the share count they mean (100 / 10), and reported per contract rather than assumed — mini options and non-US listings are exactly the cases where assuming 100 is wrong rather than merely unsupported. An unrecognised class is nil, not a guess.
A symbol with no chain returns {:ok, chain} with an empty contracts list rather than an error, so callers can tell "no options on this name" apart from "the request failed". Contracts without a strike are dropped rather than carried as rows of nils.
Pass :expiry (a Date) to select an expiry other than the nearest.

YahooFinanceEx.Quote.quote_type — the instrument kind ("EQUITY", "ETF", "MUTUALFUND", "INDEX", …) passed through from the quote response's quoteType; nil when Yahoo omits it. Lets consumers distinguish funds from single stocks without a separate lookup.
YahooFinanceEx.get_fund_profile/1 — fund/ETF profile via quoteSummary's fundProfile, defaultKeyStatistics, and topHoldings modules: expense ratio, total assets (AUM), category, family, inception date, top holdings (%{symbol, name, weight}), and sector weights (%{sector => percent}). Returns {:error, :not_found} for single stocks (no fundProfile module), so it doubles as an ETF discriminator. Expense-ratio and weight values are percentages.

YahooFinanceEx.Quote.market_cap — the stock's market capitalization (marketCap from the Yahoo quote response), parsed onto the quote struct.

YahooFinanceEx.get_price_history/2 — monthly closing-price history via the chart endpoint (the price series alongside the dividend stream). Returns %{date:, close:} entries sorted ascending, skipping null months; :range defaults to "6y". Pairs with get_dividend_history/2 to build a historical yield band.

YahooFinanceEx.get_news/2 — recent news headlines for a ticker via the /v1/finance/search endpoint's news stream. Returns %{title:, url:, publisher:, published_at:} entries (UTC DateTime), most-recent first; {:ok, []} when there's no news. Accepts :count (default 8).

YahooFinanceEx.get_asset_profile/1 now also returns website and description (Yahoo's longBusinessSummary), each nil when absent — alongside the existing sector/industry. Funds/ETFs still return {:error, :not_found}.

YahooFinanceEx.get_financial_data/1 — key leverage / balance-sheet figures (total debt, debt-to-equity, current ratio, quick ratio, total cash, EBITDA) via the quoteSummary endpoint's financialData module. Returns floats (or nil per missing field), {:error, :not_found} when a ticker exposes no financialData.

YahooFinanceEx.search/2 — free-text ticker/company autocomplete via Yahoo's /v1/finance/search endpoint. Returns {:ok, results} with %{symbol:, name:, exchange:, type:} entries in Yahoo's relevance order; type is Yahoo's quoteType so callers can filter instrument kinds. Blank queries short-circuit to {:ok, []}.

(Entry backfilled — 0.3.0 shipped without a changelog entry.)

YahooFinanceEx.get_asset_profile/1 — sector + industry via the quoteSummary endpoint's assetProfile module.
YahooFinanceEx.get_dividend_history/2 — per-payment dividend history via the chart endpoint's events=div stream; the raw material for payment-schedule inference. Accepts :range (default "2y").

YahooFinanceEx.get_quotes/1 — batched quote fetch for many symbols in one HTTP call. Transparently chunks lists into batches of 50 (Yahoo's per-request ceiling). Returns {:ok, %{symbol => result}} where each result is {:ok, Quote.t()} or {:error, :not_found}.
YahooFinanceEx.get_fx_rate/2 — current FX rate between two ISO 4217 currency codes via Yahoo's <FROM><TO>=X quote symbol. Short-circuits identity pairs (get_fx_rate("USD", "USD") returns {:ok, 1.0}) without hitting the API.

Initial release: Elixir port of the Ruby yahoo_finance_client gem.
YahooFinanceEx.get_quote/1 — fetch a single stock quote via Yahoo's /v7/finance/quote endpoint.
YahooFinanceEx.Session GenServer — handles Yahoo's cookie + CSRF crumb auth dance with two fallback strategies (query1, query2). 60-second session TTL with on-demand refresh.
YahooFinanceEx.Quote struct — typed result with derived fields (dividend_yield, payout_ratio) computed locally.
Test stubbing via Req.Test so consumers can mock Yahoo responses without hitting the network.