Changelog#

1.11.0#

Released: 2025-04-16

Features#

  • Added support for get_investment_data() to take tickers, CUSIPs, ISINs as input.

1.10.6#

Released: 2025-03-04

Bug Fixes#

  • Fix dry_run=True when a datapoint has windowType set.

1.10.5#

Released: 2025-02-04

Features#

  • Adding support for displaying warning messages returned from the backend API.

1.10.4#

Released: 2025-01-09

No significant changes.

1.10.3#

Released: 2024-12-19

Bug Fixes#

  • Prevent a single period or a single character followed by a slash (e.g., 'a/') causing an exception when used as a folder name in deliver().

1.10.2#

Released: 2024-11-14

Bug Fixes#

  • Fix occasional data issue with direct.performance_report.calculate_report

1.10.1#

Released: 2024-10-17

Bug Fixes#

  • Increased timeout on md.portfolio.get_data() calls.

1.10.0#

Released: 2024-09-18

Documentation Fixes#

  • Remove the “upcoming” flag from the deliver() function as it is now generally available.

1.9.10#

Released: 2024-09-09

Bug Fixes#

  • Prevent calling portfolio.get_data() with both data_point_settings and data_set_id, since only one will be used.

  • Raise an exception if portfolio.get_data() is called with an invalid data_set_id instead of using default settings.

1.9.9#

Released: 2024-09-05

No significant changes.

1.9.8#

Released: 2024-08-27

Bug Fixes#

  • Allow all characters in data feed delivery filenames

1.9.7#

Released: 2024-08-14

Trivial/Internal Changes#

  • Linting and formatting updates

1.9.6#

Released: 2024-04-29

Bug Fixes#

  • Tolerate some upstream APIs failures

  • Show more helpful error messages in error cases

Trivial/Internal Changes#

  • Update output file name for feed runs

1.9.5#

Released: 2024-04-24

Bug Fixes#

  • Generally timeouts will be managed by the API, but set a very high maximum timeout as fallback.

1.9.3#

Released: 2024-04-15

Features#

  • Throw exception from md.utils.deliver if delivery fails

Documentation Fixes#

  • Reversed order of the versions list in the docs menu and updated the copyright text in the footer to show the current year.

1.9.2#

Released: 2024-04-02

Bug Fixes#

  • Specify minimum required version of pyarrow (10.0.1)

1.9.1#

Released: 2024-03-14

Bug Fixes#

  • Update md.utils.deliver to show more clear errors when delivery fails

1.9.0#

Released: 2024-03-13

Features#

  • Use new backend to perform most calculations server-side rather than on the client machine

  • Add support for Pandas 2.x

Bug Fixes#

  • Fixed a bug with get_holdings() that would only return holdings for the first investment in a list.

1.8.0#

Released: 2024-03-04

Features#

  • md.utils.deliver supports delivery of multiple files as well as multiple delivery locations

1.7.1#

Released: 2024-02-13

Bug Fixes#

  • dry_run argument for get_asset_flow() requires the argument investments to be a list of at least one investment.

1.7.0#

Released: 2023-11-15

Bug Fixes#

  • The “client_accounts” portfolio_type is no longer supported. Portfolios which previously had the type “client_accounts” now have the type “model_portfolios”.

1.6.10#

Released: 2023-11-01

Features#

  • Enable S3 multipart upload to support files larger than 5 GB.

1.6.9#

Released: 2023-10-30

Bug Fixes#

  • Improve performance monitoring of feed runs.

1.6.8#

Released: 2023-10-16

Features#

  • Add dry_run argument to get_holdings() which can be used to show a preview of the cells consumed by the query without running it.

Bug Fixes#

  • Fix occasional bug retrieving user details which could impact feed delivery.

1.6.7#

Released: 2023-09-22

No significant changes.

1.6.6#

Released: 2023-09-18

No significant changes.

1.6.5#

Released: 2023-09-18

Bug Fixes#

  • Prevent AttributeError: 'NoneType' object has no attribute 'strip' error when accessing certain investment lists

1.6.4#

Released: 2023-09-14

Features#

  • Support the use of some datapoints which may not be available to Direct datasets

1.6.3#

Released: 2023-08-29

No significant changes.

1.6.2#

Released: 2023-08-28

No significant changes.

1.6.1#

Released: 2023-08-09

Features#

  • Format time series data to be returned in a more readable format.

  • Format long time series data for get_returns() and get_excess_returns().

  • Added TimeSeriesFormat to support long time series data format from get_investment_data().

1.6.0#

Released: 2023-08-09

Bug Fixes#

  • fix bug for _investments_object List with categories produces no results

1.5.0#

Released: 2023-07-27

Features#

  • Add dry_run argument to get_investment_data() and get_asset_flow() which can be used to show a preview of the cells consumed by the query without running it.

1.4.0#

Released: 2023-07-26

Features#

  • Add investments argument to get_holdings() which accepts the same data types as get_investment_data().

  • Deprecate investment_ids argument for get_holdings()

1.3.3#

Released: 2023-07-20

Bug Fixes#

  • Use request id if supplied, otherwise generate a new one.

1.3.2#

Released: 2023-07-18

No significant changes.

1.3.1#

Released: 2023-07-11

Features#

  • Allow importing morningstar_data without MD_AUTH_TOKEN env var being set.

1.3.0#

Released: 2023-06-23

No significant changes.

1.2.0#

Released: 2023-06-20

Features#

  • Change supported Python versions to >=3.8, <4.0

  • Fix the warnings for get_returns() and get_excess_returns()

  • Use pd.concat instead of the deprecated pd.append

Bug Fixes#

  • Fix errors which caused update_portfolio_holdings and save_portfolio_settings to not work as expected

1.1.1#

Released: 2023-05-30

No significant changes.

1.1.0#

Released: 2023-05-19

Backwards Incompatible Changes#

  • Updated request_id in user requests to improve logging.

1.0.0#

Released: 2023-05-05

Initial release