v4.51
2026-10-03- Added CME Group CVOL end-of-day implied-volatility indexes and surface indicators across rates, FX, energy, metals and agriculture through API, SDK and MCP.
v4.50
2026-09-21- Added Bank of England series, NAHB housing sentiment history and SPDR US/European UCITS fund data through API, SDK and MCP. Reported NAV, shares and AUM stay separate from derived flow estimates.
v4.49
2026-09-21- Added People's Bank of China (PBoC) data: China's total social financing (TSF), including outstanding stock, annual growth, monthly flows and year-to-date totals, with API, SDK and MCP support.
v4.48
2026-09-14- Added canonical FMP pre-market and after-market routes with chunked breadth coverage and raw-close references.
- Normalized quote fallback now uses FMP, Finnhub and EODHD in a shared API/MCP registry.
v4.43
2026-09-11- Full catalog access is enforced by the server, with private no-store responses. Public schemas omit inherited provider examples and connector-only definitions.
- Anonymous /_internal/schema.json now returns domains only. Authenticated clients needing direct connector schemas should use /_internal/schema/full.json with a QJ key or access token.
v4.42
2026-09-10- Full-catalog regression now verifies manifest routes against mounted connectors; removed a truncated USAspending alias that did not exist at runtime.
v4.41
2026-09-10- Invalid, conflicting and unsupported arguments now fail explicitly. FMP daily history and Yahoo adapters reject separate exchange filters; use provider-qualified symbols.
- Massive/Polygon instrument-specific requests require an explicit instrument and applicable date range; examples no longer execute as defaults.
- EOD history honors dates, frequency and limits. EOD/Yahoo statements honor periods and limits. CCXT paginates within an explicit budget. BLS respects seasonal selection.
- Domain routing preserves warnings and source evidence; validation, access and timeout failures keep their classification. Invalid provider payloads cannot masquerade as tabular data.
- Yahoo single, multi-symbol and index history share validated range handling; failures no longer become empty successes.
- Review 422 errors against current schemas. BLS monthly adapters reject annual_average=true; use raw series data. CCXT max_pages defaults to 20. Provider schemas and MCP manifests are synchronized.
v4.40
2026-09-10- EOD current ratio selects the latest quarterly balance sheet by date, regardless of response ordering.
- EOD next-year EPS and current-ratio requests reuse cached company fundamentals or retrieve only the needed section, preserving existing response formats.
- No argument or response-schema changes. Current-ratio values may change when a provider returns older quarters first.
v4.39
2026-09-08- Added global time series, quotes, FX rates, symbol discovery, market state and credit usage through Twelve Data BYOK.
- Added Databento historical microstructure, metadata, symbology, definitions, statistics and confirmed batch jobs.
v4.38
2026-09-08- Added market-wide daily CBOE put/call ratios and aggregate options activity.
- Added derived CFTC net positioning for legacy COT trader groups.
- Added Morpho Blue lending markets, LLTV, utilization and APY data.
- Added bounded official Deutsche Bundesbank SDMX time series.
v4.37
2026-09-07- CBOE option chains can include the original source payload on request; quote timestamps are preserved for GEX archives and replay.
v4.36
2026-09-07- CBOE health checks now verify the delayed options feed and report empty responses or upstream failures.
- Corrected GEX service-account provisioning to include API and CBOE access.
v4.35
2026-09-06- Added openFDA and Quiver for FDA records, congressional trades, lobbying and government contracts.
- Added ApeWisdom, Wikimedia and Alternative.me for market attention, pageviews and crypto sentiment.
- Added Ember, OpenSky and Manifold for electricity data, aviation activity and prediction markets.
- Added Deribit, mempool.space, Blockscout and Blockchain.com for crypto volatility and on-chain data.
- Added DefiLlama fee and revenue methods; expanded the catalog to 68 connectors and 920 methods.
- Added SDK and MCP coverage, provider scopes and API-key configuration in Data Sources.
v4.34
2026-09-01- Allowed the bounded Treasury agent product to use its exact canonical QJ API domain route through API MCP
- The exception still requires svc.qj-agents-api, local API MCP provenance, feature:mcp_api and feature:treasury; other fixed-income routes and feature:api remain unavailable
v4.33
2026-09-01- Implemented the bounded QuantJourney Agents/A2A product channel over the canonical API and MCP layers
- Added exact provider-scoped service authorization for selected SEC, GLEIF, New York Fed, and U.S. Treasury agent products
- Restored the official U.S. Treasury daily par-yield curve feed and exact-ticker SEC company identity resolution
v4.32
2026-08-16- Added the TradingEconomics BYOK connector for macro calendar events, country indicators, historical series, latest indicator snapshots, and indicator forecasts
- Added TradingEconomics domain routes, generated MCP tools, Data Sources metadata, application scope seeds, and Python SDK connector coverage
- TradingEconomics keys are resolved per tenant/user request through the BYOK connector-key store without sharing connector instances across users
v4.31
2026-08-02- Added a read-only TipRanks BYOK connector for analyst consensus, price targets, Smart Score, recent ratings, bull/bear signals, screeners, company KPIs, quotes, prices, financials, technical analysis, and quota usage
- Added TipRanks domain routing, MCP tool manifests, and Python SDK endpoints
v4.30
2026-07-19- FINRA settlement-date discovery now uses the official consolidatedShortInterest partitions metadata
- FINRA get_short_interest now returns official semi-monthly short-position data instead of mislabeled daily Reg SHO short-volume rows
- FINRA short-interest requests now use POST compareFilters for settlement date and symbol filtering
v4.29
2026-07-11- Added Massive and Polygon as separate tenant/user BYOK connectors with 13 methods each for equity trades/quotes/aggregates, OPRA option history/reference, futures history/reference/snapshots, universal snapshots, and tickers
- Added generic DBnomics series retrieval plus reproducible Git revision discovery and point-in-time reads
- Added generated SDK and MCP coverage for Massive, Polygon, and DBnomics generic series/revision methods
- Massive and Polygon keys are resolved per request and never retained in a cross-tenant connector singleton
v4.28
2026-06-28- Added House annual financial disclosure PDF proxy endpoint for CongressData annual holdings ingestion
- Added /bt backtester support for yfinance historical intraday granularity such as 5m and 15m while preserving daily defaults
- Updated /bt/plots date axes to show time-aware labels for intraday granularity
- Fixed /bt/prepare data correctness for missing bars, partial dataset cache metadata, and adjusted OHLC consistency
v4.27
2026-06-28- Added USAspending, SAM.gov, and Congress.gov connector proxies for Gov/Congress data-plane ingestion
- Added House Clerk financial disclosure ZIP/PDF document proxy endpoints for House PTR ingestion through qj-api
v4.26
2026-06-07- Fixed FMP get_price_targets to route to detailed analyst price-target-news actions instead of consensus summary data
v4.25
2026-06-06- Added FMP/EODHD corporate-actions proxy endpoints for historical split, dividend, symbol-change, and delisting raw backfills
- Added GLEIF connector for LEI lookup and corporate hierarchy checks
- Added OFAC connector for sanctions-list exports and entity screening
- Added SECADV connector for Form ADV and IAPD adviser data discovery
- Added SECFTD connector for SEC fails-to-deliver file discovery and parsing
- Added NasdaqTrader connector for symbol directory, Reg SHO threshold, and trading-halt reference files
- Fixed EODHD delisted-stocks proxy to use the exchange-symbol-list delisted feed instead of a placeholder
- Fixed OFAC file metadata calls to avoid full sanctions-file downloads when include_content=false
v4.24
2026-06-04- Added FINRA CAT reference-data proxy endpoints for reportable equity SOD, intraday, and EOD symbol-master files
- Fixed EODHD ID mapping proxy response unwrapping for JSON:API data payloads
v4.23
2026-06-02- Added FMP stock-list, FMP actively-trading-list, and EODHD ID mapping proxy endpoints for Instrument Master reference evidence ingestion
- Fixed EODHD ID mapping proxy query parameters for page-based pagination and exchange filtering
v4.22
2026-05-29- Added pre-market and after-market live price endpoints, domain routes, and MCP tool registration for extended-session portfolio overlays
- Added generic OpenFIGI mapping proxy for batch ticker, ISIN, CUSIP, SEDOL, and FIGI resolution
v4.21
2026-05-18- Added new connectors for on-chain, prediction markets, and social data: DefiLlama (10 methods), Kalshi (8 methods), Reddit (10 methods), Stocktwits (7 methods)
- New domain routes: crypto.onchain.*, crypto.stablecoins.*, crypto.yields.*, social.reddit.*, social.stocktwits.*. Kalshi joins predictions.* alongside Polymarket
v4.20
2026-05-17- Improved institutional holding method routing and period handling
v4.19
2026-04-26- Added bulk ingestion for fundamental data with FMP
v4.18
2026-04-07- MCP tool call monitoring — logs all MCP tool invocations to MongoDB with stats, top tools, and recent calls dashboard in Usage & API and Login History
v4.16
2026-03-27- Added FDIC BankFind Suite connector and regulatory.banking domain routes for FDIC bank data
v4.15
2026-03-26- Added Polymarket prediction market connector (7 methods: search_events, search_markets, get_event, get_market, get_prices_history, get_orderbook, get_tags)
- Added predictions.events / predictions.markets domain routes
- Added feature:polymarket scope in research and data apps and via MCP
v4.14
2026-03-24- Implemented FLDS Domain router: Per-domain provider priority, which gives priority to specific providers for specific domains.
- New Connector: Treasury (US) for government bond yields and related data.
v4.13
2026-03-20- FRED search_fred_for_series: Exposed limit, order_by, sort_order parameters. Cleaned up error handling.
v4.12
2026-03-19- Added Redis cache for connector responses with LRU eviction policy
v4.11
2026-03-17- Added new connectors: ECB, CoinGecko, and Finnhub for expanded macro and crypto data coverage
v4.10
2026-03-12- Fixed: API to store encrypted API keys per user in Vault
v4.8
2026-02-28- Updated: CBOE get_options_chain now gets full options chain from cdn.cboe.com/api/global/delayed_quotes/options/{SYMBOL}.json with complete greeks (delta, gamma, vega, theta, rho), IV, OI, volume, bid/ask, current_price. Enables GEX calculations.
- Updated: CBOE get_options_volume now extracts aggregate volume/OI from options chain endpoint with per-expiry breakdown and put/call ratios.
- Updated: CBOE get_options_expirations now extracts real expiration dates from options chain (weeklies, 0DTE, quarterlies, LEAPs).
- Updated: CBOE get_real_time_prices now uses current_price from options endpoint (15-min delayed) for stocks, historical fallback for indices (VIX, SPX, etc.).
- Updated: FINRA get_available_dates now checks all weekdays — FINRA RegSHO publishes daily short volume every business day (~22 dates/month).
- Updated: FINRA config FILE_PATTERNS: Removed non-existent TRF/ATS patterns (HTTP 403). Added missing venues FNSQ (NASDAQ Chicago), FNYX (NYSE TRF), FORF (OTC Reporting). All verified HTTP 200.
v4.7
2026-02-24- Vault configuration updated to support HA with integrated storage and Raft replication
- Modified users.quantjourney.cloud to isolate all user's settings for different services and added new endpoints for user preferences and API key management
- Created dedicated auth service (qj-auth) with JWT-based authentication, email verification, password reset, and Google OAuth support
v4.6
2026-02-18- SecurityHeadersMiddleware: Adds X-Content-Type-Options, X-Frame-Options, X-XSS-Protection, HSTS, and Referrer-Policy to all responses
- Rate limiting bypass for admin and service accounts: IP-based rate limit skipped, account lockout still enforced
v4.5
2026-02-17- Standardized API response envelope: ok(), empty(), paginated() helpers for consistent {data, meta, warnings} format across all endpoints
- RFC 7807 ProblemDetail: Global exception handler returns structured error responses with error_code, request_id, and type URL for /api/* routes
- Typed exception propagation: BaseClient now raises ConnectorRateLimitError, ConnectorAuthenticationError, ConnectorCircuitOpenError instead of returning None
- Error taxonomy: 15 new granular error codes (SRV_010–014, DATA_001–004, DEP_001–003) for upstream, data, and deprecation errors
- Shared connector handler: handle_connector_call() replaces 1,019 duplicated try/except blocks across all connector endpoints
- Pagination support: Universe /list and /preview endpoints accept offset/limit query params (default 100, max 1000) with has_more/total metadata
- Domain router: Granular upstream error handling (404→empty, 429→rate limit, 401/403→auth error, 5xx→upstream unavailable) replaces generic 500
- Core routers (technical, universe, insider, ratios, account, analytics) now return standardized ok() envelope instead of raw dicts
- Response format changed: 'success' field removed, replaced by {data, meta, warnings} envelope. SDK v2.0+ handles this automatically.
v4.4
2026-02-12- Backtesting endpoints: Run backtests from the API (see quantjourney-bt)
- Benchmark endpoints: SPY, QQQ, Russell 2000, Dow Jones index data
v4.3
2026-02-11- Added QJ Data endpoints: Query data directly from the warehouse
- MCP: Migrated to Streamable HTTP protocol for compatibility with any HTTP client (Claude.ai, AI Copilot, etc.)
v4.2
2026-02-09- Service accounts: Central support for cross-service authentication and machine-to-machine access
- Admin domain migrated to apia.quantjourney.cloud
v4.1
2026-02-07- Excel Add-in: Seamless integration with Microsoft Excel for direct data access
- MCP Server: 507 tools across 17 connectors, JSON-RPC 2.0 over HTTP, SSE transport, OAuth 2.1 + PKCE authentication, 4-hour TTL sessions
- MCP schema auto-generation: Per-connector .tools.json files and consolidated all.tools.json
v4.0
2026-02-01- Throttling mechanism to prevent API abuse and ensure fair usage
- SDK: Async method support for improved performance
v3.9
2026-01-28- US Government connectors: Treasury (5 methods), BLS (4 methods), BEA (3 methods), Census (3 methods)
- Energy connector: EIA — petroleum prices, natural gas, stocks
- Agriculture connector: USDA — crop prices and reports
- International Data connectors: World Bank (16k+ indicators), Eurostat (EU statistics)
- Housing connector: HUD — Fair Market Rents by geography
- Central Bank connectors: BoC (Canada), RBA (Australia), SNB (Switzerland)
- Market Data connector: Tiingo — stocks and crypto with real-time feeds
- Legacy connectors refactored: CFTC, CNNF, DBnomics, Fama-French, FINRA, Multpl, OECD, SEC migrated to new base client architecture
v3.8
2026-01-27- AI Copilot: Chat endpoint (/copilot/chat) with per-user OpenAI/Gemini/Anthropic key management
- Copilot bot: Embeddings-based financial data querying via natural language with reference context
- Status page: Full monitoring dashboard with health checks per component, RPS, latency, and error rates via Prometheus PromQL
v3.7
2026-01-25- Global APIError exception class (RFC 7807) for consistent error responses across all routes
- X-Request-ID header propagation for end-to-end request traceability
- ETag support for GET endpoints: Cache validation to reduce bandwidth
- API key expiration dates with automatic enforcement
- GraphQL API: Strawberry-based /graphql endpoint with equity screener queries, auth + scope dependencies
- WebSocket endpoint: Real-time streaming data router
- Usage logging middleware: Per-tenant/user API call tracking with in-memory buffer and MongoDB persistence
v3.6
2026-01-19- API Keys management tab redesigned in User Edit Modal
v3.5
2026-01-09- Data Warehouse connector and endpoints for structured data storage and retrieval
- Admin ingestion proxy: Admin-only proxy for warehouse data ingestion
- Domain method naming standardized to align with warehouse conventions
- Parallel execution for domain methods that support concurrent provider requests
v3.4
2026-01-06- FMP connector: Analyst estimates, dividends, earnings, and earnings surprises endpoints
- Admin: Bots tab in API Usage for monitoring automated clients
- Beta signup and demo request management in admin panel
v3.3
2025-12-29- FMP connector: Universe screening endpoints for 1000+ US equities
- FMP connector: Bulk EOD price history endpoint
- Centralized HTTP client pool: HTTP/2 multiplexing, connection reuse, Keep-Alive, timeout profiles (FAST 2s, DEFAULT 10s, SLOW 30s)
- OpenFIGI symbol mapping: Enhanced exchange filtering and resolution
- Domain API scope controls refined for stricter data access
- Telegram service migrated from sync requests to async httpx
- Error responses now include trace correlation (X-Request-ID)
- Structured request logging includes tenant/user context and required_scopes in 403 responses
- Vault token sanitization: Prevents token exposure in stdout/logs
- HTTP connection pooling improves throughput under load
- MongoDB connection pool optimization: maxPoolSize=100, minPoolSize=10, auto-retry, graceful shutdown
- numexpr engine for safer DataFrame.eval() with whitelist validation
- No breaking changes. For 403 errors, request a token with the required scopes listed in the response body.
v3.2
2025-12-25- Connector management: Dynamic enable/disable per tenant
- Fernet encryption config: Vault → Config → Env fallback priority for secrets
- All connectors migrated to scope-based authorization
- API key rotation: Automated rotation with tracking for external providers
- If you use connector endpoints, ensure your token includes the required connector:* scopes.
v3.1
2025-12-17- Token refresh and TTL management
- JTI-based token revocation (logout)
- Centralized log aggregation (Loki)
- Config management subsystem: YAML-based loader with schema validation, Vault integration, and Fernet encryption fallback
- Version and changelog public endpoints: /version and /changelog with HTML rendering
- Secrets masking: Automatic redaction in logs and errors
- Vault integration: HashiCorp Vault for secrets management with config source tracking
- No migration required.
v3.0
2025-12-05- Analytics module: Beta analysis, factor analysis, historical & implied volatility, IV surface, rolling metrics, composite scores
- Analytics async job system: Background computation with job tracking and registry
- Options Greeks calculator: Delta, gamma, theta, vega computation for options analysis
- Backtesting engine: Strategy testing with performance summaries
- Financial ratios: TTM calculations for profitability, valuation, and efficiency
- Universe builder: Stock screening, filtering, and preview with column selection
- Technical indicators endpoint: SMA, EMA, RSI, MACD, and more via configurable API
- Insider trading endpoint: SEC insider transactions with filtering by ticker, date, and transaction type
- Account management router: User profile, preferences, and API key self-service
- Admin panel: 20+ modules — tenants, users, secrets rotation, database backup, Docker management, infra monitoring, logs viewer, vault, usage analytics, alert config
- Email service: Transactional email with HTML templates for verification, reset, and notifications
- Newsletter subscription system: Subscribe/unsubscribe endpoints with MongoDB storage and Telegram notifications
- No migration required.
v2.0
2025-11-15- Multi-tenant architecture: Tenant-level isolation and scoped access boundaries
- Scope-based permissions: Fine-grained access control across connectors and features
- Domain API: 8 domains (equity, macro, crypto, regulatory, derivatives, reference, index, fx) with 46 subdomains and 461 routes
- Provider priority routing: Automatic fallback chain (e.g., FMP → YF → EOD) with YAML-based configuration
- Email verification system: Registration flow with verification tokens
- Password reset flow: Forgot-password and token-based reset endpoints
- Telegram alert service: Async notifications for errors, signups, and system events
- Audit-ready request logging with tenant/user context
- No migration required.
v1.5
2025-09-25- New connectors: CFTC, CNNF, DBnomics, Fama-French, FINRA, Multpl
- Python SDK: Official client library with auto-generated methods, auth module, and registry system
- Data aggregation: Cross-provider data merging with provider fallback routing
- Snapshot system: Point-in-time data captures for analysis
- Standardized error responses with detailed messages
- No migration required.
v1.2
2025-08-10- CBOE connector: Options market data, VIX indices, and volatility surfaces
- CCXT connector: 250+ cryptocurrency exchanges with unified API (21 methods)
- IMF connector: International economic statistics and indicators
- OECD connector: Economic indicators, forecasts, and country data
- OpenFIGI connector: Financial instrument symbol mapping and resolution
- Redis caching layer for connector responses
- LRU in-memory cache for high-frequency lookups
- No migration required.
v1.1
2025-07-20- FMP connector: Fundamentals, financials, SEC filings, screener, analyst estimates (82 methods)
- FRED connector: Macro indicators, time series search, category browsing (80 methods)
- SEC connector: EDGAR filings, company facts, insider transactions (22 methods)
- Rate limiting: Per-user request throttling with configurable per-provider caps
- No migration required.
v1.0
2025-06-15- Initial release: FastAPI-based financial data API with async request handling
- EOD Historical Data connector: Pricing, fundamentals, bulk operations, exchange data (61 methods)
- Yahoo Finance connector: Quotes, financials, options chains, news (73 methods)
- Structured JSON logging with request context (quantjourney.logger)
- Base client architecture: Circuit breaker, exponential backoff, rate limiter per provider
- CORS middleware configuration for cross-origin requests
- JWT authentication with bearer token support
- No migration required.