fundamental-manager

Automate financial data caching by using an intelligent update policy that checks cache freshness and disclosure windows. The system reads from a DuckDB-backed cache and fetches fresh fundamentals online only when needed, reducing manual data management.

Yes, you can batch update ROE, net profit, EPS, and other fundamentals across multiple tickers. The system supports batch updates and profitability filtering, storing the retrieved financial metrics in a DuckDB-backed cache for subsequent queries.

The intelligent update policy decides when to refresh cached stock data by evaluating disclosure windows, current cache freshness, and a 24-hour check interval. It automatically triggers a fresh online fetch for financial metrics only when these conditions indicate the cache is outdated.

DuckDB works well for storing and querying fundamentals by providing a local, high-performance cache for financial metrics. It supports on-demand queries of ROE and net profit, recent-history views, and profitability filtering across multiple tickers via a Python API.

The best way to query profitability metrics for a single listed stock is using the Python API. Call get_smart with the specific stock code to trigger an intelligent fetch and cache update, which returns up-to-date fundamentals while optimizing data retrieval.