Trading Agent provider for OpenBB

Company fundamentals from official regulator filings, each figure dated by its filing date as each market records it (Taiwan: the statutory deadline; see the methodology page) — inside the OpenBB Platform.

Every value is keyed to its official filing date, and queries accept an as_of date, so a backtest at date T reads only filings dated on or before T (how each market dates a filing: the methodology page). A later restatement does not replace a stored figure (Korea is an exception being fixed: see the methodology).

Install

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

Works with OpenBB 4 (openbb-core 1.6) and OpenBB 5 (openbb-core 2). The package brings openbb-equity, which holds the obb.equity.fundamental commands, so an existing OpenBB install is not downgraded.

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"
)

# as_of: AAPL's reported annual revenue from filings dated on or before 2022-01-01
obb.equity.fundamental.historical_attributes(
    symbol="AAPL", tag="revenue", provider="tradingagent", as_of="2022-01-01"
)

# Quarterly rows instead of annual ones; several symbols and tags at once
obb.equity.fundamental.historical_attributes(
    symbol="AAPL,MSFT", tag="revenue,net_income", provider="tradingagent",
    frequency="quarterly",
)

symbol and tag take a comma-separated list (or a Python list).

The frequency parameter

historical_attributes follows OpenBB's standard frequency, whose default is "yearly":

Annual and quarterly rows are never mixed unless you ask for None, so a yearly series can be summed without counting a year twice. limit applies after this filter. Quarterly rows exist for US and Taiwan companies only; every other market has annual rows only. The filings carry no daily, weekly or monthly figures, so those values are refused.

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. A Personal or Commercial data licence unlocks full history and the as_of query (bulk files come with the Redistribution Licence) — your code does not change.

Free Data is supplied under the Trading Agent Data Free Licence (https://www.tradingagentapp.com/licences/free); using it means you accept that licence.

The as_of parameter

Every value carries its filing date, and as_of filters to filed <= as_of:

# AAPL revenue from filings dated on or before 2022-01-01
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, basis, market, issuer_id, source_attribution. latest_attributes returns symbol, tag, value, unit, fiscal_year, fiscal_period, period_ending, filed, form, basis, source_attribution.

fiscal_period is FY for an annual row. For a quarterly row (US, Taiwan), fiscal_year and fiscal_period are the calendar year and quarter that contain the period end, not the company's own fiscal quarter: Apple's quarter ending 2025-12-27 is 2025 Q4, which Apple calls Q1 of fiscal 2026. In latest_attributes, a quarterly fiscal_period means one quarter's figure.

The notices that must travel with the data reach the OBBject: source_attribution on every row, the reply's attributions, licence and depth in extra["results_metadata"], and the licence notice (and, on the free tier, a note that only the latest fiscal year was returned) in warnings.

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 single-quarter (three-month) amounts. Taiwan files cumulative year-to-date totals (Q2 = H1, Q4 = full year); they are converted by subtracting the earlier quarters of the same year, so do not difference adjacent quarters again. Balance-sheet items are period-end balances as usual.
• Values are as filed. Filers make mistakes; we do not silently correct them.

Sources and licences

• US — SEC EDGAR, public information.
• Taiwan — Taiwan Stock Exchange, two routes: the TWSE OpenAPI for current quarters, under the Open Government Data License v1.0 (attribution required), and the MOPS XBRL archive for history from 2013, which is not open data and is supplied on the basis in Source Conditions Schedule clause 3.6(b). Both notices are embedded in every Taiwan response and must be preserved.
• Korea — FSS OpenDART. Public data (공공데이터) whose permitted use is not restricted (data.go.kr 15060626); 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. filed is the Copenhagen calendar date of publication. Known issue, being corrected: Danish dates up to 10 April 2015, and some later ones, are one day early. A Danish-GAAP group parent's figures are usually its own, not the group's; IFRS filers' figures are the consolidated group's.
• New Zealand — Charities Services, Department of Internal Affairs, Charities Register, CC BY 3.0 NZ. filed is the register's record date; known issue, being corrected: about a quarter of those dates are one day early. 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: https://www.tradingagentapp.com/fundamentals · Licence documents: https://www.tradingagentapp.com/licences

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