Merge branch 'develop' into bugfix/generator-new-examples

39 files changed, 7504 insertions, 365 deletions

diff --git a/.github/labeler.yml b/.github/labeler.yml
index c785bb7c01e..d48d518f4fc 100644
--- a/.github/labeler.yml
+++ b/.github/labeler.yml
@@ -23,4 +23,8 @@ labels:
 
   - label: "excel"
     files:
-      - "website/content/excel/.*"
\ No newline at end of file
+      - "website/content/excel/.*"
+  
+  - label: "breaking_change"
+    files:
+      - "openbb_platform/core/openbb_core/provider/standard_models/.*"
diff --git a/.github/release-drafter.yml b/.github/release-drafter.yml
index 296b6e15ba7..eab4af1c80a 100644
--- a/.github/release-drafter.yml
+++ b/.github/release-drafter.yml
@@ -8,6 +8,9 @@ categories:
   - title: 🐛 OpenBB Platform Bug Fixes
     labels:
       - 'bug'
+  - title: 🚨 OpenBB Platform Breaking Changes
+    labels:
+      - 'breaking_change'
   - title: 📚 OpenBB Documentation Changes
     labels:
       - 'docs'
diff --git a/openbb_platform/core/openbb_core/provider/standard_models/key_metrics.py b/openbb_platform/core/openbb_core/provider/standard_models/key_metrics.py
index 80158688dc8..d2580e481cf 100644
--- a/openbb_platform/core/openbb_core/provider/standard_models/key_metrics.py
+++ b/openbb_platform/core/openbb_core/provider/standard_models/key_metrics.py
@@ -1,6 +1,6 @@
 """Key Metrics Standard Model."""
 
-from typing import List, Literal, Optional, Set, Union
+from typing import Literal, Optional
 
 from pydantic import Field, field_validator
 
@@ -48,11 +48,3 @@ class KeyMetricsData(Data):
     pe_ratio: Optional[float] = Field(
         default=None, description="Price-to-earnings ratio (P/E ratio)"
     )
-
-    @field_validator("symbol", mode="before", check_fields=False)
-    @classmethod
-    def to_upper(cls, v: Union[str, List[str], Set[str]]):
-        """Convert field to uppercase."""
-        if isinstance(v, str):
-            return v.upper()
-        return ",".join([symbol.upper() for symbol in list(v)]) if v else None
diff --git a/openbb_platform/dev_install.py b/openbb_platform/dev_install.py
index b8f84f25ebf..1f157976b5b 100644
--- a/openbb_platform/dev_install.py
+++ b/openbb_platform/dev_install.py
@@ -53,6 +53,7 @@ openbb-nasdaq = { path = "./providers/nasdaq", optional = true, develop = true }
 openbb-seeking-alpha = { path = "./providers/seeking_alpha", optional = true, develop = true }
 openbb-stockgrid = { path = "./providers/stockgrid" , optional = true,  develop = true }
 openbb_tmx = { path = "./providers/tmx", optional = true, develop = true }
+openbb_tradier = { path = "./providers/tradier", optional = true, develop = true }
 openbb-wsj = { path = "./providers/wsj", optional = true, develop = true }
 
 openbb-charting = { path = "./obbject_extensions/charting", optional = true, develop = true }
diff --git a/openbb_platform/extensions/derivatives/integration/test_derivatives_api.py b/openbb_platform/extensions/derivatives/integration/test_derivatives_api.py
index 0ac622a8f4d..aa8103f2cf0 100644
--- a/openbb_platform/extensions/derivatives/integration/test_derivatives_api.py
+++ b/openbb_platform/extensions/derivatives/integration/test_derivatives_api.py
@@ -25,6 +25,7 @@ def headers():
     [
         ({"provider": "intrinio", "symbol": "AAPL", "date": "2023-01-25"}),
         ({"provider": "cboe", "symbol": "AAPL", "use_cache": False}),
+        ({"provider": "tradier", "symbol": "AAPL"}),
         (
             {
                 "provider": "tmx",
diff --git a/openbb_platform/extensions/derivatives/integration/test_derivatives_python.py b/openbb_platform/extensions/derivatives/integration/test_derivatives_python.py
index fd4a5587f23..8a961c6f652 100644
--- a/openbb_platform/extensions/derivatives/integration/test_derivatives_python.py
+++ b/openbb_platform/extensions/derivatives/integration/test_derivatives_python.py
@@ -22,6 +22,7 @@ def obb(pytestconfig):
     [
         ({"provider": "intrinio", "symbol": "AAPL", "date": "2023-01-25"}),
         ({"provider": "cboe", "symbol": "AAPL", "use_cache": False}),
+        ({"provider": "tradier", "symbol": "AAPL"}),
         (
             {
                 "provider": "tmx",
diff --git a/openbb_platform/extensions/equity/integration/test_equity_api.py b/openbb_platform/extensions/equity/integration/test_equity_api.py
index 76d0602f955..afe8fdeb22d 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_api.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_api.py
@@ -1039,6 +1039,26 @@ def test_equity_compare_groups(params, headers):
         ),
         (
             {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": "2023-01-01",
+                "end_date": "2023-06-06",
+                "interval": "1M",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": None,
+                "end_date": None,
+                "interval": "15m",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
                 "provider": "tmx",
                 "symbol": "AAPL:US",
                 "start_date": "2023-01-01",
@@ -1239,6 +1259,7 @@ def test_equity_fundamental_latest_attributes(params, headers):
         ({"query": "Apple", "provider": "sec", "use_cache": False, "is_fund": False}),
         ({"query": "", "provider": "nasdaq", "use_cache": False, "is_etf": True}),
         ({"query": "gold", "provider": "tmx", "use_cache": False}),
+        ({"query": "gold", "provider": "tradier", "is_symbol": False}),
         (
             {
                 "query": "gold",
@@ -1307,6 +1328,7 @@ def test_equity_screener(params, headers):
         ({"symbol": "AAPL", "provider": "cboe", "use_cache": False}),
         ({"symbol": "AAPL", "provider": "yfinance"}),
         ({"symbol": "AAPL:US", "provider": "tmx"}),
+        ({"symbol": "AAPL,MSFT", "provider": "tradier"}),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/extensions/equity/integration/test_equity_python.py b/openbb_platform/extensions/equity/integration/test_equity_python.py
index 7182c1f249e..71400e8409a 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_python.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_python.py
@@ -978,6 +978,26 @@ def test_equity_compare_groups(params, obb):
         ),
         (
             {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": "2023-01-01",
+                "end_date": "2023-06-06",
+                "interval": "1M",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": None,
+                "end_date": None,
+                "interval": "15m",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
                 "provider": "tmx",
                 "symbol": "AAPL:US",
                 "start_date": "2023-01-01",
@@ -1167,6 +1187,7 @@ def test_equity_fundamental_latest_attributes(params, obb):
         ({"query": "Apple", "provider": "sec", "use_cache": False, "is_fund": False}),
         ({"query": "", "provider": "nasdaq", "use_cache": False, "is_etf": True}),
         ({"query": "gold", "provider": "tmx", "use_cache": False}),
+        ({"query": "gold", "provider": "tradier", "is_symbol": False}),
         (
             {
                 "query": "gold",
@@ -1230,6 +1251,7 @@ def test_equity_screener(params, obb):
         ({"symbol": "AAPL", "provider": "cboe", "use_cache": False}),
         ({"symbol": "AAPL", "provider": "yfinance"}),
         ({"symbol": "AAPL:US", "provider": "tmx"}),
+        ({"symbol": "AAPL,MSFT", "provider": "tradier"}),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/extensions/etf/integration/test_etf_api.py b/openbb_platform/extensions/etf/integration/test_etf_api.py
index 4c6e7b33d3a..1e3271ae6b1 100644
--- a/openbb_platform/extensions/etf/integration/test_etf_api.py
+++ b/openbb_platform/extensions/etf/integration/test_etf_api.py
@@ -188,6 +188,26 @@ def test_etf_search(params, headers):
         ),
         (
             {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": "2023-01-01",
+                "end_date": "2023-06-06",
+                "interval": "1M",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": None,
+                "end_date": None,
+                "interval": "15m",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
                 "provider": "tmx",
                 "symbol": "SPY:US",
                 "start_date": "2023-01-01",
diff --git a/openbb_platform/extensions/etf/integration/test_etf_python.py b/openbb_platform/extensions/etf/integration/test_etf_python.py
index c54c53737d4..0498e2e2f72 100644
--- a/openbb_platform/extensions/etf/integration/test_etf_python.py
+++ b/openbb_platform/extensions/etf/integration/test_etf_python.py
@@ -186,6 +186,26 @@ def test_etf_search(params, obb):
         ),
         (
             {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": "2023-01-01",
+                "end_date": "2023-06-06",
+                "interval": "1M",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
+                "provider": "tradier",
+                "symbol": "AAPL,MSFT",
+                "start_date": None,
+                "end_date": None,
+                "interval": "15m",
+                "extended_hours": False,
+            }
+        ),
+        (
+            {
                 "provider": "tmx",
                 "symbol": "SPY:US",
                 "start_date": "2023-01-01",
diff --git a/openbb_platform/openbb/package/equity_fundamental.py b/openbb_platform/openbb/package/equity_fundamental.py
index c0c6f810ecb..e0b087c5cfa 100644
--- a/openbb_platform/openbb/package/equity_fundamental.py
+++ b/openbb_platform/openbb/package/equity_fundamental.py
@@ -2412,7 +2412,7 @@ class ROUTER_equity_fundamental(Container):
         symbol: Annotated[
             Union[str, List[str]],
             OpenBBCustomParameter(
-                description="Symbol to get data for. Multiple items allowed for provider(s): fmp, yfinance."
+                description="Symbol to get data for. Multiple items allowed for provider(s): fmp, intrinio, yfinance."
             ),
         ],
         period: Annotated[
@@ -2436,7 +2436,7 @@ class ROUTER_equity_fundamental(Container):
         Parameters
         ----------
         symbol : Union[str, List[str]]
-            Symbol to get data for. Multiple items allowed for provider(s): fmp, yfinance.
+            Symbol to get data for. Multiple items allowed for provider(s): fmp, intrinio, yfinance.
         period : Optional[Literal['annual', 'quarter']]
             Time period of the data to return.
         limit : Optional[int]
@@ -2494,8 +2494,8 @@ class ROUTER_equity_fundamental(Container):
             Shareholders equity per share (provider: fmp)
         interest_debt_per_share : Optional[float]
             Interest debt per share (provider: fmp)
-        enterprise_value : Optional[Union[float, int]]
-            Enterprise value (provider: fmp, yfinance)
+        enterprise_value : Optional[int]
+            Enterprise value (provider: fmp, intrinio, yfinance)
         price_to_sales_ratio : Optional[float]
             Price-to-sales ratio (provider: fmp)
         pocf_ratio : Optional[float]
@@ -2515,7 +2515,8 @@ class ROUTER_equity_fundamental(Container):
         ev_to_free_cash_flow : Optional[float]
             Enterprise value-to-free cash flow ratio (provider: fmp)
         earnings_yield : Optional[float]
-            Earnings yield (provider: fmp)
+            Earnings yield (provider: fmp);
+            Earnings yield, as a normalized percent. (provider: intrinio)
         free_cash_flow_yield : Optional[float]
             Free cash flow yield (provider: fmp)
         debt_to_equity : Optional[float]
@@ -2586,15 +2587,73 @@ class ROUTER_equity_fundamental(Container):
             Return on equity (provider: fmp)
         capex_per_share : Optional[float]
             Capital expenditures per share (provider: fmp)
+        price_to_book : Optional[float]
+            Price to book ratio. (provider: intrinio, yfinance)
+        price_to_tangible_book : Optional[float]
+            Price to tangible book ratio. (provider: intrinio)
+        price_to_revenue : Optional[float]
+            Price to revenue ratio. (provider: intrinio)
+        quick_ratio : Optional[float]
+            Quick ratio. (provider: intrinio, yfinance)
+        gross_margin : Optional[float]
+            Gross margin, as a normalized percent. (provider: intrinio, yfinance)
+        ebit_margin : Optional[float]
+            EBIT margin, as a normalized percent. (provider: intrinio)
+        profit_margin : Optional[float]
+            Profit margin, as a normalized percent. (provider: intrinio, yfinance)
+        eps : Optional[float]
+            Basic earnings per share. (provider: intrinio)
+        eps_growth : Optional[float]
+            EPS growth, as a normalized percent. (provider: intrinio)
+        revenue_growth : Optional[float]
+            Revenue growth, as a normalized percent. (provider: intrinio, yfinance)
+        ebitda_growth : Optional[float]
+            EBITDA growth, as a normalized percent. (provider: intrinio)
+        ebit_growth : Optional[float]
+            EBIT growth, as a normalized percent. (provider: intrinio)
+        net_income_growth : Optional[float]
+            Net income growth, as a normalized percent. (provider: intrinio)
+        free_cash_flow_to_firm_growth : Optional[float]
+            Free cash flow to firm growth, as a normalized percent. (provider: intrinio)
+        invested_capital_growth : Optional[float]
+            Invested capital growth, as a normalized percent. (provider: intrinio)
+        return_on_assets : Optional[float]
+            Return on assets, as a normalized percent. (provider: intrinio, yfinance)
+        return_on_equity : Optional[float]
+            Return on equity, as a normalized percent. (provider: intrinio, yfinance)
+        return_on_invested_capital : Optional[float]
+            Return on invested capital, as a normalized percent. (provider: intrinio)
+        ebitda : Optional[int]
+            Earnings before interest, taxes, depreciation, and amortization. (provider: intrinio)
+        ebit : Optional[int]
+            Earnings before interest and taxes. (provider: intrinio)
+        long_term_debt : Optional[int]
+            Long-term debt. (provider: intrinio)
+        total_debt : Optional[int]
+            Total debt. (provider: intrinio)
+        total_capital : Optional[int]
+            The sum of long-term debt and total shareholder equity. (provider: intrinio)
+        free_cash_flow_to_firm : Optional[int]
+            Free cash flow to firm. (provider: intrinio)
+        altman_z_score : Optional[float]
+            Altman Z-score. (provider: intrinio)
         beta : Optional[float]
-            Beta relative to the broad market calculated on a rolling three-year basis. (provider: intrinio);
+            Beta relative to the broad market (rolling three-year). (provider: intrinio);
             Beta relative to the broad market (5-year monthly). (provider: yfinance)
-        volume : Optional[float]
-            Volume (provider: intrinio)
-        fifty_two_week_high : Optional[float]
+        last_price : Optional[float]
+            Last price of the stock. (provider: intrinio)
+        year_high : Optional[float]
             52 week high (provider: intrinio)
-        fifty_two_week_low : Optional[float]
+        year_low : Optional[float]
             52 week low (provider: intrinio)
+        volume_avg : Optional[int]
+            Average daily volume. (provider: intrinio)
+        short_interest : Optional[int]
+            Number of shares reported as sold short. (provider: intrinio)