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https://github.com/shawnkim1997/All-in-one-Financial-Analysis.git
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shawnkim1997
38c56a5a43
Add asset-type aware market/overview flows, portfolio OCR reverse-engineering with exchange overrides, and interactive index heatmap features. Update README with recent updates and wire backend/frontend APIs for FX matrix, exchange options, and improved portfolio editing flows. Made-with: Cursor
117 lines
3.7 KiB
Python
117 lines
3.7 KiB
Python
"""FX router -- foreign exchange rates and historical data via yfinance."""
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from typing import Dict, List
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from fastapi import APIRouter, HTTPException
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from server.models.schemas import FXRateResponse, FXHistoryResponse
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router = APIRouter()
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# Major FX pairs tracked by default (Yahoo Finance format: XXXYYY=X)
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MAJOR_PAIRS = [
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"USDKRW", "USDJPY", "EURUSD", "GBPUSD", "USDCNY",
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"USDCHF", "AUDUSD", "USDCAD", "NZDUSD", "EURGBP",
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]
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def _yf_fx_symbol(pair: str) -> str:
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"""Convert a pair like 'USDKRW' to the Yahoo Finance symbol 'USDKRW=X'."""
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p = pair.upper().replace("=X", "").replace("/", "")
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return f"{p}=X"
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def _fetch_fx_rate(pair: str) -> float | None:
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"""Fetch the latest FX rate for a single pair via yfinance."""
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try:
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import yfinance as yf
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symbol = _yf_fx_symbol(pair)
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ticker = yf.Ticker(symbol)
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fast = getattr(ticker, "fast_info", None)
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if fast:
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price = getattr(fast, "last_price", None)
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if price and float(price) > 0:
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return float(price)
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hist = ticker.history(period="1d")
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if hist is not None and not hist.empty:
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return float(hist["Close"].iloc[-1])
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except Exception:
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pass
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return None
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@router.get(
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"/rates",
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response_model=FXRateResponse,
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summary="FX conversion matrix for major currencies",
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)
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async def fx_rates():
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"""Return conversion matrix (USD/GBP/EUR/JPY/KRW)."""
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try:
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gbp_usd = _fetch_fx_rate("GBPUSD") or 1.27
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eur_usd = _fetch_fx_rate("EURUSD") or 1.08
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usd_jpy = _fetch_fx_rate("USDJPY") or 149.5
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usd_krw = _fetch_fx_rate("USDKRW") or 1370.0
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rates = {
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"USD_USD": 1.0,
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"USD_GBP": 1 / gbp_usd,
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"USD_EUR": 1 / eur_usd,
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"USD_JPY": usd_jpy,
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"USD_KRW": usd_krw,
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"GBP_USD": gbp_usd,
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"GBP_GBP": 1.0,
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"GBP_EUR": gbp_usd / eur_usd,
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"GBP_JPY": gbp_usd * usd_jpy,
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"GBP_KRW": gbp_usd * usd_krw,
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"EUR_USD": eur_usd,
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"EUR_GBP": eur_usd / gbp_usd,
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"EUR_EUR": 1.0,
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"EUR_JPY": eur_usd * usd_jpy,
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"EUR_KRW": eur_usd * usd_krw,
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"JPY_USD": 1 / usd_jpy,
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"JPY_GBP": 1 / (gbp_usd * usd_jpy),
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"JPY_EUR": 1 / (eur_usd * usd_jpy),
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"JPY_JPY": 1.0,
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"JPY_KRW": usd_krw / usd_jpy,
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"KRW_USD": 1 / usd_krw,
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"KRW_GBP": 1 / (gbp_usd * usd_krw),
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"KRW_EUR": 1 / (eur_usd * usd_krw),
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"KRW_JPY": usd_jpy / usd_krw,
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"KRW_KRW": 1.0,
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}
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return FXRateResponse(pair="MATRIX", rates=rates)
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"FX rates failed: {exc}") from exc
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@router.get(
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"/history/{pair}",
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response_model=FXHistoryResponse,
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summary="1-year FX history",
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)
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async def fx_history(pair: str):
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"""Return ~1 year of daily closing rates for the given currency pair.
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*pair* should be in the format ``USDKRW``, ``EURUSD``, etc.
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"""
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try:
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import yfinance as yf
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symbol = _yf_fx_symbol(pair)
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ticker = yf.Ticker(symbol)
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hist = ticker.history(period="1y")
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if hist is None or hist.empty:
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raise HTTPException(status_code=404, detail=f"No history found for pair {pair}")
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dates: List[str] = [d.strftime("%Y-%m-%d") for d in hist.index]
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rates: List[float] = [round(float(v), 4) for v in hist["Close"]]
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return FXHistoryResponse(pair=pair.upper(), dates=dates, rates=rates)
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except HTTPException:
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raise
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except Exception as exc:
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raise HTTPException(status_code=500, detail=f"FX history failed: {exc}") from exc
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