rr-palib 0.2.0

Python client for The Reasoning Room / Portfolio Adviser market data API

PALib

Python client for The Reasoning Room Portfolio Adviser market data API.

Public repo: github.com/ljohri/PALib

Install

pip install rr-palib
# optional DataFrame helper
pip install rr-palib[pandas]

Import remains palib:

from palib import Client

From a clone (editable):

git clone [e-mail]:ljohri/PALib.git
cd PALib
uv pip install -e ".[dev,pandas]"

Documentation and examples

Resource	Description
docs/index.md	Documentation home
docs/getting-started.md	Install, env vars, base_url rules
docs/api/client.md	Full Client method reference
docs/api/models.md	Response models
docs/api/errors.md	Exception hierarchy
examples/	Runnable scripts for each API

Auth

Create an API key in the Portfolio Adviser web app: Settings → Developer. Keys look like rr_live_….

from palib import Client

# Explicit key
client = Client(api_key="rr_live_...")

# Or env: PALIB_API_KEY / RR_API_KEY
# Optional: PALIB_BASE_URL=http://localhost:8000
client = Client()

Default base URL: https://api.thereasoningroom.com.
base_url must be an origin only (no /api/... path) — see getting started.

Usage

from palib import Client

with Client(api_key="rr_live_...") as client:
    page = client.list_universe(limit=100, q="AA")
    for t in page:
        print(t.ticker, t.market_cap_b)

    hist = client.get_eod("AAPL", days=20)
    print(hist.anchor_date, hist.market_cap_b, len(hist.rows))

    macro = client.get_macro_snapshot()
    print(macro.as_of, macro.metrics["vix"].value)

market_cap_b is the latest universe snapshot from the API (not historical per EOD date).

Errors

Exception	When
AuthenticationError	Missing/invalid key, 401/403
NotFoundError	Unknown ticker (404)
ValidationError	Bad params (422) or malformed base_url
RateLimitError	429
APIError	Other HTTP / network failures

Details: docs/api/errors.md.

Tests

uv pip install -e ".[dev]"
pytest

Publish to PyPI

Distribution name is rr-palib (not palib — that name is blocked on PyPI).
Full monorepo runbook (uv workspace dist/ path, TestPyPI, troubleshooting): see README_PALIB.md in the Portfolio Adviser repo.

# from portfolio_adviser monorepo root
uv build --package rr-palib
uv publish --token "$PYPI_TOKEN" dist/rr_palib-<version>*

Bump version in pyproject.toml and __version__ in src/palib/__init__.py before each release.

Related

• Portfolio Adviser monorepo (private): API docs live under docs/api_readme.md
• Live API: https://api.thereasoningroom.com