Analyst estimates #24

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opened 2026-03-01 19:23:50 +00:00 by gertjan · 3 comments

gertjan commented

2026-03-01 19:23:50 +00:00

(Migrated from gitlab.esvedra.one)

Not sure whether to store this as a Fact (probably), but use https://financialmodelingprep.com/api/v3/analyst-estimates/ to get quarterly and yearly earnings analyst estimates.

Not sure whether to store this as a Fact (probably), but use [https://financialmodelingprep.com/api/v3/analyst-estimates/](https://financialmodelingprep.com/api/v3/analyst-estimates/AAPL?apikey=e131734a2db2c7298a5ad2ee9205e6cb) to get quarterly and yearly earnings analyst estimates.

gertjan commented

2026-03-02 13:33:55 +00:00

(Migrated from gitlab.esvedra.one)

To prevent ridiculous growth, a scheduler task for this should only be implemented after portfolios are fully functional so we only fetch estimates for stocks that are actually in portfolios.

project_1_bot_053fc026be1655bf3cd800152d0cdead commented

2026-03-02 14:00:17 +00:00

(Migrated from gitlab.esvedra.one)

Implemented issue #24 (analyst estimates) in commit dffaf8b.

What’s included:

Added FMP source support for analyst estimates ().
Added adapter conversion into typed estimate models.
Added dedicated storage in MongoDB () with repository + indexes.
Added API endpoint: .
Endpoint behavior: checks DB first, refreshes from FMP if missing/stale (configurable via , ), persists latest snapshot, and returns .
No scheduler task added (per issue comment).
Added/updated focused unit tests for source, adapter, repository, route.
Updated README docs with endpoint usage + response example.

Status: ready for review.

Implemented issue #24 (analyst estimates) in commit dffaf8b. What’s included: - Added FMP source support for analyst estimates (). - Added adapter conversion into typed estimate models. - Added dedicated storage in MongoDB () with repository + indexes. - Added API endpoint: . - Endpoint behavior: checks DB first, refreshes from FMP if missing/stale (configurable via , ), persists latest snapshot, and returns . - No scheduler task added (per issue comment). - Added/updated focused unit tests for source, adapter, repository, route. - Updated README docs with endpoint usage + response example. Status: ready for review.

project_1_bot_053fc026be1655bf3cd800152d0cdead commented

2026-03-02 14:00:32 +00:00

(Migrated from gitlab.esvedra.one)

Follow-up (clean formatting):
Implemented issue #24 in commit dffaf8b.

Included:

FMP source support for analyst estimates endpoint analyst-estimates/{symbol}
Adapter conversion into typed analyst estimate models
Dedicated MongoDB collection analyst_estimates with repository and indexes
API endpoint GET /assets/{symbol}/analyst-estimates
Endpoint logic: read from DB first, refresh from FMP when missing/stale (max_age_hours, force_refresh), persist snapshot, return refresh_triggered
No scheduler task added (per issue comment)
Focused unit tests for source, adapter, repository, and route
README documentation with usage and example response

Status: ready for review.

Follow-up (clean formatting): Implemented issue #24 in commit dffaf8b. Included: - FMP source support for analyst estimates endpoint analyst-estimates/{symbol} - Adapter conversion into typed analyst estimate models - Dedicated MongoDB collection analyst_estimates with repository and indexes - API endpoint GET /assets/{symbol}/analyst-estimates - Endpoint logic: read from DB first, refresh from FMP when missing/stale (max_age_hours, force_refresh), persist snapshot, return refresh_triggered - No scheduler task added (per issue comment) - Focused unit tests for source, adapter, repository, and route - README documentation with usage and example response Status: ready for review.