Changelog#

Morningstar_Data 1.6.7 (2023-09-22)#

No significant changes.

Morningstar_Data 1.6.6 (2023-09-18)#

No significant changes.

Morningstar_Data 1.6.5 (2023-09-18)#

Bug Fixes#

  • Fixed bug where users would receive the error “AttributeError: ‘NoneType’ object has no attribute ‘strip’” when accessing certain investment lists

Morningstar_Data 1.6.4 (2023-09-14)#

Features#

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

Morningstar_Data 1.6.3 (2023-08-29)#

No significant changes.

Morningstar_Data 1.6.2 (2023-08-28)#

No significant changes.

Morningstar_Data 1.6.1 (2023-08-09)#

Features#

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

    2. Format long time series data for get_returns function and get_excess_returns function.

    3. Added a new parameter to get_investment function to output long time series data format. class TimeSeriesFormat(str, Enum):

    LONG = “Long” WIDE = “Wide” LONG_WITHOUT_NAME = “LongWithoutName”

Morningstar_Data 1.6.0 (2023-08-09)#

Bug Fixes#

  • fix bug for _investments_object List with categories produces no results

Morningstar_Data 1.5.0 (2023-07-27)#

Features#

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

Morningstar_Data 1.4.0 (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()

Morningstar_Data 1.3.3 (2023-07-20)#

Bug Fixes#

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

Morningstar_Data 1.3.2 (2023-07-18)#

No significant changes.

Morningstar_Data 1.3.1 (2023-07-11)#

Features#

  • Allow importing morningstar_data without MD_AUTH_TOKEN env var being set.

Morningstar_Data 1.3.0 (2023-06-23)#

No significant changes.

Morningstar_Data 1.2.0 (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

Morningstar_Data 1.1.1 (2023-05-30)#

No significant changes.

Morningstar_Data 1.1.0 (2023-05-19)#

Backwards Incompatible Changes#

  • Updated request_id in user requests to improve logging.

Morningstar_Data 1.0.0 (2023-05-05)#

Backwards Incompatible Changes#

  • Updated package to be compatible with python 3.10 as python 3.7 would be deprecated on 27 Jun 2023
    • Update version cryptography library ^3.0.0 to 40.0.2

      • This changed was made to be compatible with latest analyticslab package which also includes the addition of pyopenssl in ^23.1.1 version as cryptography in ^3.0.0 version includes a breaking change with previous version of openssl

    • Add simplejson library in version ^3.18.4. It replaces JSON library as this provides better support for NaN`s to `Null on JSON

    Updated pandas library 1.1.4 to 1.5.3 which introduces bug fixes and performance improvements

    • Remove direct._utils._replace_null_values for the following functions

    • Remove direct._investment._common._build_result_data_frame for the following functions

Morningstar_Data 0.19.1 (2023-05-05)#

No significant changes.

Morningstar_Data 0.19.0 (2023-04-03)#

Features#

Trivial/Internal Changes#