zfin/src/providers/finnhub.zig
2026-03-03 13:52:53 -08:00

464 lines
16 KiB
Zig

//! Finnhub API provider -- primary source for options chains and earnings.
//! API docs: https://finnhub.io/docs/api
//!
//! Free tier: 60 requests/min, all US market data.
//!
//! Options endpoint: GET /api/v1/stock/option-chain?symbol=X
//! Returns all expirations with full CALL/PUT chains including greeks.
//!
//! Earnings endpoint: GET /api/v1/calendar/earnings?symbol=X&from=YYYY-MM-DD&to=YYYY-MM-DD
//! Returns historical and upcoming earnings with EPS, revenue, estimates.
const std = @import("std");
const http = @import("../net/http.zig");
const RateLimiter = @import("../net/RateLimiter.zig");
const Date = @import("../models/date.zig").Date;
const OptionContract = @import("../models/option.zig").OptionContract;
const OptionsChain = @import("../models/option.zig").OptionsChain;
const ContractType = @import("../models/option.zig").ContractType;
const EarningsEvent = @import("../models/earnings.zig").EarningsEvent;
const ReportTime = @import("../models/earnings.zig").ReportTime;
const provider = @import("provider.zig");
const base_url = "https://finnhub.io/api/v1";
pub const Finnhub = struct {
api_key: []const u8,
client: http.Client,
rate_limiter: RateLimiter,
allocator: std.mem.Allocator,
pub fn init(allocator: std.mem.Allocator, api_key: []const u8) Finnhub {
return .{
.api_key = api_key,
.client = http.Client.init(allocator),
.rate_limiter = RateLimiter.perMinute(60),
.allocator = allocator,
};
}
pub fn deinit(self: *Finnhub) void {
self.client.deinit();
}
/// Fetch the full options chain for a symbol (all expirations).
/// Returns chains grouped by expiration date, sorted nearest-first.
pub fn fetchOptionsChain(
self: *Finnhub,
allocator: std.mem.Allocator,
symbol: []const u8,
) provider.ProviderError![]OptionsChain {
self.rate_limiter.acquire();
const url = http.buildUrl(allocator, base_url ++ "/stock/option-chain", &.{
.{ "symbol", symbol },
.{ "token", self.api_key },
}) catch return provider.ProviderError.OutOfMemory;
defer allocator.free(url);
var response = self.client.get(url) catch |err| return mapHttpError(err);
defer response.deinit();
return parseOptionsResponse(allocator, response.body, symbol);
}
/// Fetch options for a specific expiration date only.
pub fn fetchOptionsForExpiration(
self: *Finnhub,
allocator: std.mem.Allocator,
symbol: []const u8,
expiration: Date,
) provider.ProviderError!?OptionsChain {
const chains = try self.fetchOptionsChain(allocator, symbol);
defer {
for (chains) |chain| {
allocator.free(chain.calls);
allocator.free(chain.puts);
}
allocator.free(chains);
}
for (chains) |chain| {
if (chain.expiration.eql(expiration)) {
// Copy the matching chain so caller owns the memory
const calls = allocator.dupe(OptionContract, chain.calls) catch
return provider.ProviderError.OutOfMemory;
errdefer allocator.free(calls);
const puts = allocator.dupe(OptionContract, chain.puts) catch
return provider.ProviderError.OutOfMemory;
return OptionsChain{
.underlying_symbol = chain.underlying_symbol,
.underlying_price = chain.underlying_price,
.expiration = chain.expiration,
.calls = calls,
.puts = puts,
};
}
}
return null;
}
/// Fetch earnings calendar for a symbol.
/// Returns earnings events sorted newest-first (upcoming first, then historical).
pub fn fetchEarnings(
self: *Finnhub,
allocator: std.mem.Allocator,
symbol: []const u8,
from: ?Date,
to: ?Date,
) provider.ProviderError![]EarningsEvent {
self.rate_limiter.acquire();
var params: [4][2][]const u8 = undefined;
var n: usize = 0;
params[n] = .{ "symbol", symbol };
n += 1;
params[n] = .{ "token", self.api_key };
n += 1;
var from_buf: [10]u8 = undefined;
var to_buf: [10]u8 = undefined;
if (from) |f| {
params[n] = .{ "from", f.format(&from_buf) };
n += 1;
}
if (to) |t| {
params[n] = .{ "to", t.format(&to_buf) };
n += 1;
}
const url = http.buildUrl(allocator, base_url ++ "/calendar/earnings", params[0..n]) catch
return provider.ProviderError.OutOfMemory;
defer allocator.free(url);
var response = self.client.get(url) catch |err| return mapHttpError(err);
defer response.deinit();
return parseEarningsResponse(allocator, response.body, symbol);
}
pub fn asProvider(self: *Finnhub) provider.Provider {
return .{
.ptr = @ptrCast(self),
.vtable = &vtable,
};
}
const vtable = provider.Provider.VTable{
.fetchOptions = @ptrCast(&fetchOptionsVtable),
.fetchEarnings = @ptrCast(&fetchEarningsVtable),
.name = .finnhub,
};
fn fetchOptionsVtable(
ptr: *Finnhub,
allocator: std.mem.Allocator,
symbol: []const u8,
expiration: ?Date,
) provider.ProviderError![]OptionContract {
if (expiration) |exp| {
const chain = try ptr.fetchOptionsForExpiration(allocator, symbol, exp);
if (chain) |c| {
// Merge calls and puts into a single slice
const total = c.calls.len + c.puts.len;
const merged = allocator.alloc(OptionContract, total) catch
return provider.ProviderError.OutOfMemory;
@memcpy(merged[0..c.calls.len], c.calls);
@memcpy(merged[c.calls.len..], c.puts);
allocator.free(c.calls);
allocator.free(c.puts);
return merged;
}
return allocator.alloc(OptionContract, 0) catch return provider.ProviderError.OutOfMemory;
}
// No expiration given: return contracts from nearest expiration
const chains = try ptr.fetchOptionsChain(allocator, symbol);
defer {
for (chains[1..]) |chain| {
allocator.free(chain.calls);
allocator.free(chain.puts);
}
allocator.free(chains);
}
if (chains.len == 0) return allocator.alloc(OptionContract, 0) catch return provider.ProviderError.OutOfMemory;
const first = chains[0];
const total = first.calls.len + first.puts.len;
const merged = allocator.alloc(OptionContract, total) catch
return provider.ProviderError.OutOfMemory;
@memcpy(merged[0..first.calls.len], first.calls);
@memcpy(merged[first.calls.len..], first.puts);
allocator.free(first.calls);
allocator.free(first.puts);
return merged;
}
fn fetchEarningsVtable(
ptr: *Finnhub,
allocator: std.mem.Allocator,
symbol: []const u8,
) provider.ProviderError![]EarningsEvent {
return ptr.fetchEarnings(allocator, symbol, null, null);
}
};
// -- JSON parsing --
fn parseOptionsResponse(
allocator: std.mem.Allocator,
body: []const u8,
symbol: []const u8,
) provider.ProviderError![]OptionsChain {
const parsed = std.json.parseFromSlice(std.json.Value, allocator, body, .{}) catch
return provider.ProviderError.ParseError;
defer parsed.deinit();
const root = parsed.value.object;
// Check for error response
if (root.get("error")) |_| return provider.ProviderError.RequestFailed;
const underlying_price: f64 = if (root.get("lastTradePrice")) |v| parseJsonFloat(v) else 0;
const data_arr = root.get("data") orelse {
const empty = allocator.alloc(OptionsChain, 0) catch return provider.ProviderError.OutOfMemory;
return empty;
};
const items = switch (data_arr) {
.array => |a| a.items,
else => {
const empty = allocator.alloc(OptionsChain, 0) catch return provider.ProviderError.OutOfMemory;
return empty;
},
};
var chains: std.ArrayList(OptionsChain) = .empty;
errdefer {
for (chains.items) |chain| {
allocator.free(chain.calls);
allocator.free(chain.puts);
}
chains.deinit(allocator);
}
for (items) |item| {
const obj = switch (item) {
.object => |o| o,
else => continue,
};
const exp_str = jsonStr(obj.get("expirationDate")) orelse continue;
const expiration = Date.parse(exp_str) catch continue;
const options_obj = (obj.get("options") orelse continue);
const options = switch (options_obj) {
.object => |o| o,
else => continue,
};
const calls = parseContracts(allocator, options.get("CALL"), .call, expiration) catch
return provider.ProviderError.OutOfMemory;
errdefer allocator.free(calls);
const puts = parseContracts(allocator, options.get("PUT"), .put, expiration) catch
return provider.ProviderError.OutOfMemory;
chains.append(allocator, .{
.underlying_symbol = symbol,
.underlying_price = underlying_price,
.expiration = expiration,
.calls = calls,
.puts = puts,
}) catch return provider.ProviderError.OutOfMemory;
}
return chains.toOwnedSlice(allocator) catch return provider.ProviderError.OutOfMemory;
}
fn parseContracts(
allocator: std.mem.Allocator,
val: ?std.json.Value,
contract_type: ContractType,
expiration: Date,
) ![]OptionContract {
const arr = val orelse {
return try allocator.alloc(OptionContract, 0);
};
const items = switch (arr) {
.array => |a| a.items,
else => return try allocator.alloc(OptionContract, 0),
};
var contracts: std.ArrayList(OptionContract) = .empty;
errdefer contracts.deinit(allocator);
for (items) |item| {
const obj = switch (item) {
.object => |o| o,
else => continue,
};
const strike = parseJsonFloat(obj.get("strike") orelse continue);
if (strike <= 0) continue;
contracts.append(allocator, .{
.contract_type = contract_type,
.strike = strike,
.expiration = expiration,
.bid = optFloat(obj.get("bid")),
.ask = optFloat(obj.get("ask")),
.last_price = optFloat(obj.get("lastPrice")),
.volume = optUint(obj.get("volume")),
.open_interest = optUint(obj.get("openInterest")),
.implied_volatility = optFloat(obj.get("impliedVolatility")),
.delta = optFloat(obj.get("delta")),
.gamma = optFloat(obj.get("gamma")),
.theta = optFloat(obj.get("theta")),
.vega = optFloat(obj.get("vega")),
}) catch return error.OutOfMemory;
}
return contracts.toOwnedSlice(allocator);
}
fn parseEarningsResponse(
allocator: std.mem.Allocator,
body: []const u8,
symbol: []const u8,
) provider.ProviderError![]EarningsEvent {
const parsed = std.json.parseFromSlice(std.json.Value, allocator, body, .{}) catch
return provider.ProviderError.ParseError;
defer parsed.deinit();
const root = parsed.value.object;
if (root.get("error")) |_| return provider.ProviderError.RequestFailed;
const cal = root.get("earningsCalendar") orelse {
const empty = allocator.alloc(EarningsEvent, 0) catch return provider.ProviderError.OutOfMemory;
return empty;
};
const items = switch (cal) {
.array => |a| a.items,
else => {
const empty = allocator.alloc(EarningsEvent, 0) catch return provider.ProviderError.OutOfMemory;
return empty;
},
};
var events: std.ArrayList(EarningsEvent) = .empty;
errdefer events.deinit(allocator);
for (items) |item| {
const obj = switch (item) {
.object => |o| o,
else => continue,
};
const date_str = jsonStr(obj.get("date")) orelse continue;
const date = Date.parse(date_str) catch continue;
const actual = optFloat(obj.get("epsActual"));
const estimate = optFloat(obj.get("epsEstimate"));
const surprise: ?f64 = if (actual != null and estimate != null)
actual.? - estimate.?
else
null;
const surprise_pct: ?f64 = if (surprise != null and estimate != null and estimate.? != 0)
(surprise.? / @abs(estimate.?)) * 100.0
else
null;
events.append(allocator, .{
.symbol = symbol,
.date = date,
.estimate = estimate,
.actual = actual,
.surprise = surprise,
.surprise_percent = surprise_pct,
.quarter = parseQuarter(obj.get("quarter")),
.fiscal_year = parseFiscalYear(obj.get("year")),
.revenue_actual = optFloat(obj.get("revenueActual")),
.revenue_estimate = optFloat(obj.get("revenueEstimate")),
.report_time = parseReportTime(obj.get("hour")),
}) catch return provider.ProviderError.OutOfMemory;
}
return events.toOwnedSlice(allocator) catch return provider.ProviderError.OutOfMemory;
}
// -- Helpers --
fn parseJsonFloat(val: std.json.Value) f64 {
return switch (val) {
.float => |f| f,
.integer => |i| @floatFromInt(i),
.string => |s| std.fmt.parseFloat(f64, s) catch 0,
else => 0,
};
}
fn optFloat(val: ?std.json.Value) ?f64 {
const v = val orelse return null;
return switch (v) {
.float => |f| f,
.integer => |i| @floatFromInt(i),
.null => null,
else => null,
};
}
fn optUint(val: ?std.json.Value) ?u64 {
const v = val orelse return null;
return switch (v) {
.integer => |i| if (i >= 0) @intCast(i) else null,
.float => |f| if (f >= 0) @intFromFloat(f) else null,
.null => null,
else => null,
};
}
fn jsonStr(val: ?std.json.Value) ?[]const u8 {
const v = val orelse return null;
return switch (v) {
.string => |s| s,
else => null,
};
}
fn parseQuarter(val: ?std.json.Value) ?u8 {
const v = val orelse return null;
const i = switch (v) {
.integer => |n| n,
.float => |f| @as(i64, @intFromFloat(f)),
else => return null,
};
return if (i >= 1 and i <= 4) @intCast(i) else null;
}
fn parseFiscalYear(val: ?std.json.Value) ?i16 {
const v = val orelse return null;
const i = switch (v) {
.integer => |n| n,
.float => |f| @as(i64, @intFromFloat(f)),
else => return null,
};
return if (i > 1900 and i < 2200) @intCast(i) else null;
}
fn parseReportTime(val: ?std.json.Value) ReportTime {
const s = jsonStr(val) orelse return .unknown;
if (std.mem.eql(u8, s, "bmo")) return .bmo;
if (std.mem.eql(u8, s, "amc")) return .amc;
if (std.mem.eql(u8, s, "dmh")) return .dmh;
return .unknown;
}
fn mapHttpError(err: http.HttpError) provider.ProviderError {
return switch (err) {
error.RateLimited => provider.ProviderError.RateLimited,
error.Unauthorized => provider.ProviderError.Unauthorized,
error.NotFound => provider.ProviderError.NotFound,
else => provider.ProviderError.RequestFailed,
};
}