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]

[0.12.0] - 2026-08-06

Changed

• Breaking. YahooFinanceEx.get_price_history/2 now returns {:ok, %{currency: currency, points: points}} instead of {:ok, points}.

  The chart endpoint answers in whatever unit the venue quotes in, and said so all along in meta.currency — which this library discarded. A London listing comes back around 1641 for a share worth £16.41, tagged "GBp" rather than "GBP"; Johannesburg ("ZAc") and Tel Aviv ("ILA") behave the same way.

  Nothing in the series reveals it. A chart of pence looks exactly like a chart of pounds, and comparisons within the series — returns, drawdowns, the shape — are unaffected, so the discrepancy only surfaces where a close meets real money: a dividend yield, a holding's value, a quote. Callers had no way to detect it and every reason to assume the major unit.

  The currency is reported verbatim rather than converted, matching get_quote/1, which has always passed meta.currency through and left normalization to the caller. nil when Yahoo omits it — which happens — and that means "unknown", not "major unit".

  Migration: {:ok, points} becomes {:ok, %{points: points}}, plus the currency to divide by where it is a minor unit.

[0.11.0] - 2026-08-03

Added

• YahooFinanceEx.get_earnings_date/1 — the next scheduled earnings report for one symbol via the quoteSummary endpoint's calendarEvents module. Returns %{date:, date_end:, estimated?:}.

  estimated? carries Yahoo's own isEarningsDateEstimate flag: a date projected from the previous cycle rather than one the company has confirmed. Both states are common among large caps, and the difference matters to anyone timing a position around the report, so it is reported rather than flattened into a bare date.

  Verified against the live endpoint across 25 symbols, which corrected two things worth recording:

  • earningsDate was never a range. Every symbol returned zero or one entry, never the two-element range older write-ups describe. estimated? therefore reads the flag, not the entry count. A second entry is still surfaced as date_end so the historical shape degrades rather than losing a date, but it is not the signal.
  • A symbol can carry the module with an empty earningsDate (NESN.SW does), and isEarningsDateEstimate is false in that response — a default, not a fact. The list is checked before the flag is read, so a symbol with no date cannot report as a confirmed one.

  Coverage is not US-only: SAN.MC, DGE.L, BMW.DE, ALV.DE, ENEL.MI and GALP.LS all return dates, including names that have no option chain.

Fixed

• authed_get now maps HTTP 404 to {:error, :not_found} instead of {:error, {:http_status, 404}}.

  Yahoo answers 404 both when it has no data for a symbol and when the requested quoteSummary module does not apply to it — fundProfile on an equity, financialData or calendarEvents on an ETF. get_fund_profile/1 and get_financial_data/1 have documented {:error, :not_found} for exactly those cases since 0.5/0.9, and only handled the variant where Yahoo replies 200 with the module missing from the body; the 404 variant escaped as a transport-shaped error.

  Behaviour change: a caller matching on {:error, {:http_status, 404}} now receives {:error, :not_found}. That is the contract these functions already promised. Callers that treat :not_found as "there is none" and other errors as "the fetch failed" get the intended behaviour for the first time — previously a normal absence could abort an enrichment pass.

Changed

• The moduledoc's API list said "v0.9 surface" and omitted get_option_chain/2 (added in 0.10). Both corrected.

[0.10.0] - 2026-08-02

Added

• 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.

[0.9.0] - 2026-07-17

Added

• 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.

[0.8.0] - 2026-06-29

Added

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

[0.7.0] - 2026-06-28

Added

• 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.

[0.6.0] - 2026-06-28

Added

• 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).

Changed

• 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}.

[0.5.0] - 2026-06-27

Added

• 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.

[0.4.0] - 2026-06-12

Added

• 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, []}.

[0.3.0] - 2026-06-11

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

Added

• 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").

[0.2.0] - 2026-06-08

Added

• 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.

Changed

• Package description tightened to reflect the v0.2 surface.

[0.1.0] - 2026-06-01

Added

• 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.