Package: investdatar 0.1.6

investdatar: Investment Data Access and Preparation Toolkit

A toolkit for loading, transforming, and managing structured investment-related data. Includes functions for retrieving macroeconomic and public financial series, regulatory filings, futures positioning, energy and fiscal data, market open-high-low-close-volume data, fund holdings, narrative feeds, and crypto derivatives from multiple providers. It detects time-series gaps and synchronizes local '.rds' data stores with sidecar metadata for analysis and trading workflows. It also generates structured dataset descriptions for large language model (LLM)-based analyst agents that produce R code for analysis and visualization.

Authors:Oliver Zhou [aut, cre]

investdatar_0.1.6.tar.gz
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investdatar_0.1.6.tgz(r-4.6-emscripten)
manual.pdf |manual.html✨
DESCRIPTION |NEWS
card.svg |card.png
investdatar/json (API)

# Install 'investdatar' in R:
install.packages('investdatar', repos = c('https://oliverlds.r-universe.dev', 'https://cloud.r-project.org'))

Bug tracker:https://github.com/oliverlds/investdatar/issues

On CRAN:

Conda:

3.81 score 1 stars 318 downloads 200 exports 13 dependencies

Last updated from:512a6747a4. Checks:7 ERROR, 2 OK. Indexed: yes.

TargetResultTimeFilesSyslog
linux-develERROR142
source / vignettesOK171
linux-releaseERROR138
macos-releaseERROR154
macos-oldrelERROR117
windows-develERROR106
windows-releaseERROR102
windows-oldrelERROR102
wasm-releaseOK103

Exports:add_fred_registry_seriesadd_ishare_registry_tickeradd_sec_registry_companyadd_wbstats_registry_seriesaudit_csi300_cache_integrityaudit_yahoofinance_recent_overlapbootstrap_yahoofinance_registrydescribe_alphavantage_datadescribe_bea_datadescribe_binance_datadescribe_bls_datadescribe_census_datadescribe_cftc_cot_datadescribe_crypto_derivativesdescribe_eia_datadescribe_fiscaldatadescribe_fred_datadescribe_ishare_datadescribe_market_ohlcv_datadescribe_okx_candle_datadescribe_quantmod_datadescribe_rss_datadescribe_sdmx_datadescribe_sec_companyfactsdescribe_sec_framedescribe_sec_submissionsdescribe_treasury_ratesdescribe_wbstats_datadetect_time_gapsdetect_time_gaps_freddetect_time_gaps_okx_candledetect_time_gaps_wbstatsdiagnose_cnh_cache_integrityfetch_quantmod_OHLCget_alphavantage_registryget_alphavantage_registry_file_pathget_bea_registryget_bea_registry_file_pathget_bls_registryget_bls_registry_file_pathget_census_registryget_census_registry_file_pathget_cftc_cot_registryget_cftc_cot_registry_file_pathget_completed_local_quantmod_OHLCget_crypto_derivatives_registryget_crypto_derivatives_registry_file_pathget_eia_registryget_eia_registry_file_pathget_fiscaldata_registryget_fiscaldata_registry_file_pathget_fred_registryget_fred_registry_file_pathget_instrument_catalogget_investdatar_configget_ishare_registryget_ishare_registry_file_pathget_latest_sync_runget_local_alphavantage_dataget_local_bea_dataget_local_binance_klinesget_local_bls_dataget_local_census_dataget_local_cftc_cotget_local_crypto_derivativesget_local_data_metaget_local_data_partitionedget_local_data_utimeget_local_eia_dataget_local_fiscaldataget_local_FRED_dataget_local_fund_holdingsget_local_ishare_dataget_local_ishare_holdingsget_local_ishare_holdings_standardizedget_local_ishare_mega_dataget_local_okx_candleget_local_quantmod_OHLCget_local_rss_dataget_local_sdmx_dataget_local_sec_companyfactsget_local_sec_frameget_local_sec_submissionsget_local_treasury_ratesget_local_wbstats_dataget_okx_perpetual_catalogget_rss_registryget_rss_registry_file_pathget_sdmx_registryget_sdmx_registry_file_pathget_sec_company_tickersget_sec_frames_registryget_sec_frames_registry_file_pathget_sec_registryget_sec_registry_file_pathget_source_configget_source_data_alphavantage_ts_dailyget_source_data_beaget_source_data_binance_klinesget_source_data_blsget_source_data_censusget_source_data_cftc_cotget_source_data_crypto_derivativesget_source_data_eiaget_source_data_fiscaldataget_source_data_fredget_source_data_ishareget_source_data_ishare_holdingsget_source_data_okx_candleget_source_data_pathget_source_data_rssget_source_data_sdmxget_source_data_sec_companyfactsget_source_data_sec_frameget_source_data_sec_submissionsget_source_data_treasury_ratesget_source_data_wbstatsget_source_hist_data_okx_candleget_source_metadata_fredget_source_specget_source_utime_cftc_cotget_source_utime_crypto_derivativesget_source_utime_eiaget_source_utime_fiscaldataget_source_utime_fredget_source_utime_ishareget_source_utime_okx_candleget_source_utime_rssget_source_utime_sdmxget_source_utime_sec_companyfactsget_source_utime_sec_submissionsget_source_utime_treasury_ratesget_source_utime_wbstatsget_wbstats_registryget_wbstats_registry_file_pathget_yahoofinance_registryget_yahoofinance_registry_file_pathget_yahoofinance_registry_migration_patchget_yahoofinance_seed_registry_pathinfer_source_utime_from_frequencyis_sync_run_successfullist_source_specsload_investdatar_confignormalize_instrument_catalogrepair_csi300_cache_integrityrepair_local_binance_klines_gapsrepair_local_okx_candle_gapsresolve_sec_cikstandardize_fund_holdingssync_all_alphavantage_registry_datasync_all_bea_registry_datasync_all_bls_registry_datasync_all_census_registry_datasync_all_cftc_cot_registry_datasync_all_crypto_derivatives_registry_datasync_all_eia_registry_datasync_all_fiscaldata_registry_datasync_all_fred_registry_datasync_all_ishare_registry_datasync_all_ishare_registry_holdingssync_all_rss_registry_datasync_all_sdmx_registry_datasync_all_sec_companyfacts_registry_datasync_all_sec_frames_registry_datasync_all_sec_submissions_registry_datasync_all_treasury_ratessync_all_wbstats_registry_datasync_all_yahoofinance_registry_datasync_local_alphavantage_datasync_local_bea_datasync_local_binance_klinessync_local_bls_datasync_local_census_datasync_local_cftc_cotsync_local_crypto_derivativessync_local_crypto_liquidationssync_local_datasync_local_data_batchessync_local_data_partitionedsync_local_eia_datasync_local_fiscaldatasync_local_fred_datasync_local_fund_holdingssync_local_ishare_datasync_local_ishare_holdingssync_local_okx_candlesync_local_quantmod_OHLCsync_local_rss_datasync_local_sdmx_datasync_local_sec_bulk_archivesync_local_sec_companyfactssync_local_sec_filing_documentsync_local_sec_framesync_local_sec_submissionssync_local_treasury_ratessync_local_wbstats_datasync_sec_filing_documentsvalidate_instrument_catalogvalidate_okx_perpetual_catalogvalidate_yahoofinance_registry

Dependencies:askpassclicurldata.tablehttrjsonlitemimeopensslR6rlangsysxml2yaml

Readme and manuals

Help Manual

Help pageTopics
Add Or Update One FRED Registry Entryadd_fred_registry_series
Add Or Update One iShares Registry Entryadd_ishare_registry_ticker
Add Or Update An SEC Registry Companyadd_sec_registry_company
Add Or Update One World Bank Registry Entryadd_wbstats_registry_series
Audit CSI 300 Cache Integrity Against Eastmoneyaudit_csi300_cache_integrity
Audit Recent Yahoo Finance Cache Overlapsaudit_yahoofinance_recent_overlap
Bootstrap Yahoo Finance Runtime Registrybootstrap_yahoofinance_registry
Describe AlphaVantage Datadescribe_alphavantage_data
Describe Local BEA Datadescribe_bea_data
Describe Binance Datadescribe_binance_data
Describe Local BLS Datadescribe_bls_data
Describe Local Census Datadescribe_census_data
Describe Local CFTC COT Datadescribe_cftc_cot_data
Describe Local Crypto Derivatives Datadescribe_crypto_derivatives
Describe Local EIA Datadescribe_eia_data
Describe Local Treasury Fiscal Datadescribe_fiscaldata
Describe FRED Datadescribe_fred_data
Describe iShares Datadescribe_ishare_data
Describe Market OHLCV Datadescribe_market_ohlcv_data
Describe OKX Candle Datadescribe_okx_candle_data
Describe quantmod Datadescribe_quantmod_data
Describe RSS Datadescribe_rss_data
Describe Local SDMX Datadescribe_sdmx_data
Describe Local SEC Company Factsdescribe_sec_companyfacts
Describe A Local SEC XBRL Framedescribe_sec_frame
Describe Local SEC Submissionsdescribe_sec_submissions
Describe Treasury Ratesdescribe_treasury_rates
Describe World Bank Datadescribe_wbstats_data
Detect Time Gapsdetect_time_gaps
Detect Gaps In Local FRED Datadetect_time_gaps_fred
Detect Time Gaps In OKX Candle Datadetect_time_gaps_okx_candle
Detect Gaps In Local World Bank Datadetect_time_gaps_wbstats
Diagnose CNH/USD Cache Differencesdiagnose_cnh_cache_integrity
Fetch Market OHLCV Through quantmodfetch_quantmod_OHLC
Get Alpha Vantage Series Registryget_alphavantage_registry
Get Alpha Vantage Registry File Pathget_alphavantage_registry_file_path
Get BEA Series Registryget_bea_registry
Get BEA Registry File Pathget_bea_registry_file_path
Get BLS Registryget_bls_registry
Get BLS Registry File Pathget_bls_registry_file_path
Get Census Series Registryget_census_registry
Get Census Registry File Pathget_census_registry_file_path
Get CFTC COT Registryget_cftc_cot_registry
Get CFTC COT Registry File Pathget_cftc_cot_registry_file_path
Get Completed Local Daily quantmod OHLC Dataget_completed_local_quantmod_OHLC
Get Crypto Derivatives Registryget_crypto_derivatives_registry
Get Crypto Derivatives Registry File Pathget_crypto_derivatives_registry_file_path
Get EIA Series Registryget_eia_registry
Get EIA Registry File Pathget_eia_registry_file_path
Get Treasury Fiscal Data Registryget_fiscaldata_registry
Get Treasury Fiscal Data Registry File Pathget_fiscaldata_registry_file_path
Get FRED Registryget_fred_registry
Get FRED Registry File Pathget_fred_registry_file_path
Get the Instrument Catalogget_instrument_catalog
Get Package Configurationget_investdatar_config
Get iShares Registryget_ishare_registry
Get iShares Registry File Pathget_ishare_registry_file_path
Get The Latest Batch Sync Run Logget_latest_sync_run
Read Local Alpha Vantage Daily Dataget_local_alphavantage_data
Read Local BEA Dataget_local_bea_data
Get Local Binance Kline Dataget_local_binance_klines
Read Local BLS Dataget_local_bls_data
Read Local Census Dataget_local_census_data
Read Local CFTC COT Dataget_local_cftc_cot
Read Local Crypto Derivatives Dataget_local_crypto_derivatives
Get Local Data Metadataget_local_data_meta
Read Monthly Partitioned Local Dataget_local_data_partitioned
Get Local Update Timeget_local_data_utime
Read Local EIA Dataget_local_eia_data
Read Local Treasury Fiscal Dataget_local_fiscaldata
Get Local FRED Dataget_local_FRED_data
Read Provider-Neutral Local Fund Holdingsget_local_fund_holdings
Get Local iShares Historical Dataget_local_ishare_data
Get Local iShares Holdings Dataget_local_ishare_holdings
Convert Cached iShares Holdings To The Neutral Contractget_local_ishare_holdings_standardized
Get Local iShares Metadata Snapshotget_local_ishare_mega_data
Get Local OKX Candle Dataget_local_okx_candle
Get Local quantmod OHLC Dataget_local_quantmod_OHLC
Get Local RSS Dataget_local_rss_data
Read Local SDMX Dataget_local_sdmx_data
Read Local SEC Company Factsget_local_sec_companyfacts
Read A Local SEC XBRL Frameget_local_sec_frame
Read Local SEC Submissionsget_local_sec_submissions
Get Local Treasury Ratesget_local_treasury_rates
Get Local World Bank Dataget_local_wbstats_data
Get the 4-Hour OKX Perpetual Catalogget_okx_perpetual_catalog
Get RSS Registryget_rss_registry
Get RSS Registry File Pathget_rss_registry_file_path
Get SDMX Series Registryget_sdmx_registry
Get SDMX Registry File Pathget_sdmx_registry_file_path
Retrieve SEC Ticker-CIK Mappingsget_sec_company_tickers
Get SEC Frames Registryget_sec_frames_registry
Get SEC Frames Registry File Pathget_sec_frames_registry_file_path
Get SEC Company Registryget_sec_registry
Get SEC Company Registry File Pathget_sec_registry_file_path
Get Source Configurationget_source_config
Fetch Daily Time Series from AlphaVantageget_source_data_alphavantage_ts_daily
Retrieve BEA Regional Dataget_source_data_bea
Fetch Kline Data from Binance Futures APIget_source_data_binance_klines
Retrieve One BLS Seriesget_source_data_bls
Retrieve A Selected Census Economic Indicator Seriesget_source_data_census
Retrieve CFTC Commitments Of Traders Dataget_source_data_cftc_cot
Retrieve Historical Crypto Derivatives Dataget_source_data_crypto_derivatives
Retrieve One EIA Seriesget_source_data_eia
Retrieve A U.S. Treasury Fiscal Data Tableget_source_data_fiscaldata
Get FRED Series Dataget_source_data_fred
Get iShares Historical Dataget_source_data_ishare
Get iShares Holdings Dataget_source_data_ishare_holdings
Get Latest OKX Candle Dataget_source_data_okx_candle
Get Source Data Pathget_source_data_path
Get RSS Feed Dataget_source_data_rss
Retrieve Data From An SDMX Providerget_source_data_sdmx
Retrieve SEC Company Factsget_source_data_sec_companyfacts
Retrieve An SEC XBRL Frameget_source_data_sec_frame
Retrieve SEC Filing Submissionsget_source_data_sec_submissions
Get Treasury Rates Dataget_source_data_treasury_rates
Get World Bank Data via wbstatsget_source_data_wbstats
Get Historical OKX Candle Dataget_source_hist_data_okx_candle
Retrieve metadata for a FRED seriesget_source_metadata_fred
Get Source Specificationget_source_spec
Get CFTC Dataset Update Timeget_source_utime_cftc_cot
Get Latest Crypto Derivatives Observation Timeget_source_utime_crypto_derivatives
Get Latest EIA Series Update Dateget_source_utime_eia
Get The Latest Treasury Fiscal Data Dateget_source_utime_fiscaldata
Get FRED Series Last Update Timeget_source_utime_fred
Get iShares Source Update Timeget_source_utime_ishare
Get Last Completed Candle Timeget_source_utime_okx_candle
Get RSS Feed Last Update Timeget_source_utime_rss
Get Latest SDMX Observation Timeget_source_utime_sdmx
Get Latest SEC Company Facts Filing Dateget_source_utime_sec_companyfacts
Get Latest SEC Submission Timeget_source_utime_sec_submissions
Get Treasury Rates Last Update Timeget_source_utime_treasury_rates
Get Fallback Source Update Time for wbstats Dataget_source_utime_wbstats
Get World Bank Registryget_wbstats_registry
Get World Bank Registry File Pathget_wbstats_registry_file_path
Get Yahoo Finance Registryget_yahoofinance_registry
Get Yahoo Finance Registry File Pathget_yahoofinance_registry_file_path
Get Yahoo Finance Registry Migration Patchget_yahoofinance_registry_migration_patch
Get Yahoo Finance Seed Registry Pathget_yahoofinance_seed_registry_path
Infer Source Update Time From Frequencyinfer_source_utime_from_frequency
Check Whether A Batch Sync Run Succeededis_sync_run_successful
List Source Specificationslist_source_specs
Load Package Configurationload_investdatar_config
Normalize the Instrument Catalog to schema 1.1.0normalize_instrument_catalog
Repair Approved CSI 300 Cache Rows From Eastmoneyrepair_csi300_cache_integrity
Repair Local Binance Kline Data From Multiple Windowsrepair_local_binance_klines_gaps
Repair Local OKX Candle Data From Multiple History Pagesrepair_local_okx_candle_gaps
Resolve An SEC CIK From A Tickerresolve_sec_cik
Standardize Fund Holdings Across Issuersstandardize_fund_holdings
Synchronize Registered Alpha Vantage Seriessync_all_alphavantage_registry_data
Synchronize Registered BEA Seriessync_all_bea_registry_data
Synchronize Registered BLS Seriessync_all_bls_registry_data
Synchronize Registered Census Seriessync_all_census_registry_data
Synchronize All Registered CFTC COT Reportssync_all_cftc_cot_registry_data
Synchronize All Registered Crypto Derivatives Datasync_all_crypto_derivatives_registry_data
Synchronize All Registered EIA Seriessync_all_eia_registry_data
Synchronize All Registered Treasury Fiscal Datasync_all_fiscaldata_registry_data
Synchronize All FRED Series In The Registrysync_all_fred_registry_data
Synchronize All iShares Tickers In The Registrysync_all_ishare_registry_data
Synchronize All iShares Holdings In The Registrysync_all_ishare_registry_holdings
Synchronize All RSS Registry Feedssync_all_rss_registry_data
Synchronize All Registered SDMX Seriessync_all_sdmx_registry_data
Synchronize Registered SEC Company Factssync_all_sec_companyfacts_registry_data
Synchronize Registered SEC XBRL Framessync_all_sec_frames_registry_data
Synchronize Registered SEC Submissionssync_all_sec_submissions_registry_data
Synchronize All Treasury Rate Datasetssync_all_treasury_rates
Synchronize All World Bank Registry Seriessync_all_wbstats_registry_data
Synchronize All Yahoo Finance Tickers In The Registrysync_all_yahoofinance_registry_data
Synchronize One Alpha Vantage Daily Seriessync_local_alphavantage_data
Synchronize One BEA Regional Seriessync_local_bea_data
Synchronize Local Binance Kline Datasync_local_binance_klines
Synchronize One BLS Seriessync_local_bls_data
Synchronize One Census Seriessync_local_census_data
Synchronize One CFTC COT Reportsync_local_cftc_cot
Synchronize One Crypto Derivatives Datasetsync_local_crypto_derivatives
Store Captured Crypto Liquidation Eventssync_local_crypto_liquidations
Synchronize Local Datasync_local_data
Synchronize Local Data From In-Memory Batchessync_local_data_batches
Synchronize Monthly Partitioned Local Datasync_local_data_partitioned
Synchronize One EIA Seriessync_local_eia_data
Synchronize One Treasury Fiscal Data Tablesync_local_fiscaldata
Synchronize Local FRED Datasync_local_fred_data
Synchronize Provider-Neutral Fund Holdingssync_local_fund_holdings
Synchronize Local iShares Historical Datasync_local_ishare_data
Synchronize Local iShares Holdings Datasync_local_ishare_holdings
Synchronize Local OKX Candle Datasync_local_okx_candle
Synchronize Local quantmod OHLC Datasync_local_quantmod_OHLC
Synchronize Local RSS Datasync_local_rss_data
Synchronize One SDMX Registry Entrysync_local_sdmx_data
Download An Optional SEC Bulk Archivesync_local_sec_bulk_archive
Synchronize SEC Company Facts For One Companysync_local_sec_companyfacts
Download A Selected SEC Filing Documentsync_local_sec_filing_document
Synchronize One SEC XBRL Framesync_local_sec_frame
Synchronize SEC Submissions For One Companysync_local_sec_submissions
Synchronize Local Treasury Ratessync_local_treasury_rates
Synchronize Local World Bank Datasync_local_wbstats_data
Download Selected Documents From Local SEC Submissionssync_sec_filing_documents
Validate the Instrument Catalogvalidate_instrument_catalog
Validate the 4-Hour OKX Perpetual Catalogvalidate_okx_perpetual_catalog
Validate Yahoo Finance Runtime Registryvalidate_yahoofinance_registry