v1.4.0

1.4.0 (2023-04-22)

Features

• Order Balance Sheet items (#102) (8e1a70a)

v1.3.0

1.3.0 (2023-04-12)

Features

• Make financial statements easier to configure (#100) (1625657), closes #1 #2 #3

v1.2.2

1.2.2 (2023-02-22)

Bug Fixes

• Require typing-extensions >= 4.0.1 for proper self type support (83a8abf)

v1.2.1

1.2.1 (2023-02-21)

Bug Fixes

• Handle calculated items in determining series names. Fixes fcf usage (#97) (e069fba)

v1.2.0

1.2.0 (2023-02-21)

Features

• Set Name of Series from Statement getattr (#87) (a22bb49)

v1.1.0

1.1.0 (2023-02-21)

Features

• Round statements, better str output. Fix operations with forecasted statements. Completely rework snapshot testing (#94) (e5fe87c)

v1.0.1

1.0.1 (2023-01-29)

Bug Fixes

• Add same config_managers fix in statements (07c0fb3)

v1.0.0

1.0.0 (2023-01-28)

Bug Fixes

• Fix format issues that only exist with newer version of black (3ba4d27)
• Fix lint issues (ba7acf7)
• Switch from fbprophet to prophet to fix installation issues (d99457a)

v1.0.0-alpha.1

1.0.0-alpha.1 (2023-01-28)

Bug Fixes

• Fix format issues that only exist with newer version of black (3ba4d27)
• Fix lint issues (ba7acf7)
• Switch from fbprophet to prophet to fix installation issues (d99457a)

v0.3.2 🌈

Changes

🚀 Features

• Specify adjustments and replacements both as either dict or list @nickderobertis (#36)
• Improve forecasting. Add trend, CAGR, average, recent, and manual models, and better plots. @nickderobertis (#32)
• Raise parse exception suggesting to set index if no statement items are found @nickderobertis (#25)

🐛 Bug Fixes

• Sort dates before creating financial statements so they are always increasing in time to the right @nickderobertis (#35)
• Make fbprophet plot consistent with others to not show twice @nickderobertis (#34)
• Add forecast and forecast_assumptions to dir for FinancialStatements @nickderobertis (#30)

🧰 Maintenance

• Bring changes from cookiecutter 0.6.0 @nickderobertis (#29)

📖 Documentation

• Add forecasting example docs @nickderobertis (#33)