openbb-yfinance 2.0.0rc1

yfinance extension for OpenBB

OpenBB Yahoo Finance Provider

This extension integrates Yahoo! Finance into the OpenBB Platform. It is a hybrid extension — a single package that registers as both:

• an openbb_provider_extension, contributing ~80 Yahoo Finance fetchers, and
• an openbb_core_extension, contributing a router with namespaced commands, interactive PyWry widgets, a bundled OpenBB Workspace app, and an embedded MCP server.

Because of this, it works standalone (no other OpenBB data extensions required) and also slots cleanly into a full OpenBB Platform install.

Installation

pip install openbb-yfinance

Runtime dependencies: openbb-core, yfinance, pywry, and fastmcp.

Hybrid registration

Fetchers register under their standard OpenBB model names when the companion extension is installed, and fall back to namespaced Yf* aliases when it is not. For example EquityHistorical is provided when openbb-equity is present, otherwise the same fetcher registers as YfEquityHistorical and the bundled equity router exposes the command. The companion extensions detected at import time are:

openbb-equity, openbb-etf, openbb-derivatives, openbb-index, openbb-crypto, openbb-currency, openbb-news, and openbb-economy.

The matching router namespace (equity, etf, derivatives, index, crypto, currency, news, economy) is only mounted when that companion extension is absent, so the hybrid never collides with a first-party OpenBB extension.

Data coverage

Area	Examples
Equity	historical prices, quotes, company profile, balance sheet / income / cash flow, key metrics, key executives, share statistics, dividends, EPS history, company filings
Screening & movers	equity screener with INI presets — bundled movers/discovery presets (gainers, losers, most active, undervalued growth & large caps, aggressive small caps, growth tech) plus Yahoo's predefined screeners
Estimates	analyst recommendations, price target & consensus, earnings / revenue / growth estimates, EPS trend & revisions
Funds & ETFs	fund info, holdings, allocation, historical, performance, ratings, risk; ETF info & historical
Ownership	institutional / mutual fund / major holders, insider trading, insider purchases, insider roster
Sectors & industries	sector overview, top companies & funds, industries; industry overview, top performing & top growth
Derivatives	options chains, futures curve, futures historical
Index / Crypto / Currency	available indices & index historical, crypto historical, currency historical
Calendars	earnings, IPO, splits, economic calendar, per-company calendar
Other	symbol search, news (with full article body), private companies (Crunchbase data)

Router namespaces

Always mounted: funds, estimates, ownership, sectors, industry, plus the top-level search, news, private_companies, and company_calendar commands.

Mounted only when the matching companion extension is not installed: equity, etf, derivatives, index, crypto, currency, news, economy.

Interactive widgets

The router ships PyWry-powered, interactive widgets that open as a native desktop window, render inline in a Jupyter notebook, or serve as an iframe in the OpenBB Workspace (on a headless host the command returns the iframe endpoint instead of opening a window):

• obb.yfinance.tv_widget(...) — TradingView chart backed by a live Yahoo Finance datafeed (GET /yfinance/tv_widget/view).
• obb.yfinance.screener_builder(...) — interactive screener builder that syncs results back to a Workspace table (GET /yfinance/screener_builder/view).
• Asset Info overview widget (GET /yfinance/asset_info/view) — a styled, live header summary that adapts to the asset type.

A curated Workspace app is served from GET /yfinance/apps.json.

Embedded MCP server

A FastMCP server is mounted at /yfinance/mcp with tools for agents.

Core market-data tools:

• search_symbols
• get_price_history
• get_quote
• get_company_profile
• run_screener

TradingView chart control tools:

• Generic dispatch: tvchart_send_event
• Symbol/interval/view: tvchart_symbol_search, tvchart_compare, tvchart_change_interval, tvchart_time_range, tvchart_time_range_picker, tvchart_request_state
• Indicators: tvchart_add_indicator, tvchart_remove_indicator, tvchart_list_indicators, tvchart_show_indicators
• Chart options/actions: tvchart_chart_type, tvchart_toggle_dark_mode, tvchart_log_scale, tvchart_auto_scale, tvchart_show_settings, tvchart_drawing_tool, tvchart_undo, tvchart_redo, tvchart_screenshot, tvchart_fullscreen

Dispatch and confirmation behavior:

• TV tools emit tvchart:* events using PyWry's event system.
• Dispatch attempts local in-process emit first; when unavailable, it falls back to the API bridge endpoint POST /yfinance/mcp/tvchart/emit.
• Many mutation tools accept confirm + timeout and can wait for local tvchart:data-settled confirmation.
• State and indicator tools can return confirmed snapshots when local response events (tvchart:state-response, tvchart:list-indicators-response) are captured before timeout.

Development

This package follows the OpenBB v5 packaging standard (hatchling build backend, uv for installs, ruff + ty for linting and type-checking). Dev tooling is provided by the dev dependency group (openbb-devtools).

# from providers/yfinance
uv build --no-sources                 # build sdist + wheel
uv pip install --group dev            # install dev tooling
ruff check openbb_yfinance tests      # lint
ruff format --check openbb_yfinance tests
ty check openbb_yfinance              # type-check
pytest tests                          # unit tests

Tests replay recorded cassettes via pytest-recorder (markers record_curl and record_http) so they run offline; tests marked integration make live calls to Yahoo Finance and are excluded from CI.

This provider is developed and distributed from the openbb-danglewood repository.