Trading Agent provider for OpenBB

Point-in-time, as-first-reported company fundamentals from official regulator filings — inside the OpenBB Platform.

Every value is keyed by the official filing date it became public on, and queries accept an as_of knowledge date — so a backtest at date T sees only what was public at T. No restatement look-ahead.

Install

pip install openbb-tradingagent
openbb-build   # regenerate the static assets so the provider appears

Use

The provider attaches to OpenBB's existing fundamentals commands:

from openbb import obb

# No key needed — the demo tier covers every company's most recent fiscal year.
obb.equity.fundamental.latest_attributes(
    symbol="2330.TW", tag="revenue,net_income", provider="tradingagent"
)

# Point-in-time: what did AAPL's reported revenue history look like on 2022-01-01?
obb.equity.fundamental.historical_attributes(
    symbol="AAPL", tag="revenue", provider="tradingagent", as_of="2022-01-01"
)

Set a key for the full universe:

obb.user.credentials.tradingagent_api_key = "ta_live_…"

or in ~/.openbb_platform/user_settings.json:

{ "credentials": { "tradingagent_api_key": "ta_live_…" } }

Without a key the provider falls back to the public demo key: every company at its most recent reported fiscal year, all fields, no signup; about 60 named companies keep full history as a worked sample. Paid plans unlock full history, the as_of query and bulk files — your code does not change.

The as_of parameter

This is the reason the provider exists. Most fundamentals APIs serve today's restated figures against historical dates, which quietly leaks future information into a backtest. Here, as_of filters to filed <= as_of:

# FY2021 as it was actually reported, not as later amended
obb.equity.fundamental.latest_attributes(
    symbol="AAPL", tag="revenue", provider="tradingagent", as_of="2022-01-01"
)

Fields

historical_attributes returns, per row: date (period end), symbol, tag, value, unit, fiscal_year, fiscal_period, filed, form, market, issuer_id.

Available tags include revenue, net_income, assets, liabilities, equity, cash, gross_profit, operating_income, long_term_debt, rnd_expense, eps_diluted, shares_diluted, plus derived ratios net_margin, gross_margin, operating_margin, roe, roa, debt_to_equity, asset_turnover.

Data notes

• Taiwan income-statement figures are cumulative year-to-date (Taiwan reporting convention): Q2 is the H1 total, Q4 the full year. Difference adjacent quarters for single-quarter flows. Balance-sheet items are point-in-time as usual.
• Values are as filed. Filers make mistakes; we do not silently correct them.

Sources and licences

• US — SEC EDGAR, public domain.
• Taiwan — Taiwan Stock Exchange, under the Open Government Data License 1.0. The attribution is embedded in every API response and must be preserved.
• Korea — FSS OpenDART. Public data; the FSS confirmed in writing that no separate approval agreement is required for commercial use.
• Japan — Financial Services Agency, EDINET, under the EDINET terms of use applying the Public Data License 1.0. Source attribution is required; it is embedded in every API response and must be preserved.
• France — INPI, Registre national des entreprises, under its reuse licence. Attribution with the last-update date is required.
• Belgium — National Bank of Belgium, Central Balance Sheet Office. Statutory solo accounts, not group consolidation.
• Denmark — Danish Business Authority (Erhvervsstyrelsen), published annual reports.
• New Zealand — Charities Services, Department of Internal Affairs, Charities Register, CC BY 3.0 NZ. Registered charities rather than listed issuers: NZ company financials are not published as open data.

Factual historical data only — not investment advice, not a recommendation.

Full API documentation: https://www.tradingagentapp.com/developers Pricing and licences: https://www.tradingagentapp.com/fundamentals

MIT licensed. Operated by WU Capital Limited, Auckland, New Zealand.