feat(fundamentals): Add FundamentalsService and SEC EDGAR provider with caching, rate-limiting, tests, and docs updates

changelog.md

@@ -1,5 +1,16 @@
 # Changelog
 
+## 2025-11-01 - 3.1.0 - feat(fundamentals)
+Add FundamentalsService and SEC EDGAR provider with caching, rate-limiting, tests, and docs updates
+
+- Introduce FundamentalsService to manage fundamentals providers, caching, retry logic and provider statistics
+- Add SecEdgarProvider to fetch SEC EDGAR company facts (CIK lookup, company facts parsing) with rate limiting and local caches
+- Expose fundamentals interfaces and services from ts/stocks (exports updated)
+- Add comprehensive tests for FundamentalsService and SecEdgarProvider (new test files)
+- Update README with new Fundamentals module documentation, usage examples, and configuration guidance
+- Implement caching and TTL handling for fundamentals data and provider-specific cache TTL support
+- Add .claude/settings.local.json (local permissions) and various test improvements
+
 ## 2025-10-31 - 3.0.0 - BREAKING CHANGE(stocks)
 Unify stock provider API to discriminated IStockDataRequest and add company name/fullname enrichment
 

test/test.fundamentals.service.node.ts

@@ -0,0 +1,287 @@
+import { expect, tap } from '@git.zone/tstest/tapbundle';
+import * as opendata from '../ts/index.js';
+
+const TEST_USER_AGENT = 'fin.cx test@fin.cx';
+
+tap.test('FundamentalsService - Provider Registration', async () => {
+  const service = new opendata.FundamentalsService();
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  await tap.test('should register provider', async () => {
+    service.register(provider);
+
+    const registered = service.getProvider('SEC EDGAR');
+    expect(registered).toBeDefined();
+    expect(registered?.name).toEqual('SEC EDGAR');
+  });
+
+  await tap.test('should get all providers', async () => {
+    const providers = service.getAllProviders();
+    expect(providers.length).toBeGreaterThan(0);
+    expect(providers[0].name).toEqual('SEC EDGAR');
+  });
+
+  await tap.test('should get enabled providers', async () => {
+    const providers = service.getEnabledProviders();
+    expect(providers.length).toBeGreaterThan(0);
+  });
+
+  await tap.test('should unregister provider', async () => {
+    service.unregister('SEC EDGAR');
+
+    const registered = service.getProvider('SEC EDGAR');
+    expect(registered).toBeUndefined();
+
+    // Re-register for other tests
+    service.register(provider);
+  });
+});
+
+tap.test('FundamentalsService - Fetch Fundamentals', async () => {
+  const service = new opendata.FundamentalsService();
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.register(provider);
+
+  await tap.test('should fetch fundamentals for single ticker', async () => {
+    const fundamentals = await service.getFundamentals('AAPL');
+
+    expect(fundamentals).toBeDefined();
+    expect(fundamentals.ticker).toEqual('AAPL');
+    expect(fundamentals.companyName).toEqual('Apple Inc.');
+    expect(fundamentals.provider).toEqual('SEC EDGAR');
+    expect(fundamentals.earningsPerShareDiluted).toBeGreaterThan(0);
+    expect(fundamentals.sharesOutstanding).toBeGreaterThan(0);
+
+    console.log('\n📊 Fetched via Service:');
+    console.log(`  ${fundamentals.ticker}: ${fundamentals.companyName}`);
+    console.log(`  EPS: $${fundamentals.earningsPerShareDiluted?.toFixed(2)}`);
+    console.log(`  Shares: ${(fundamentals.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
+  });
+
+  await tap.test('should fetch fundamentals for multiple tickers', async () => {
+    const fundamentalsList = await service.getBatchFundamentals(['AAPL', 'MSFT']);
+
+    expect(fundamentalsList).toBeInstanceOf(Array);
+    expect(fundamentalsList.length).toEqual(2);
+
+    const apple = fundamentalsList.find(f => f.ticker === 'AAPL');
+    const msft = fundamentalsList.find(f => f.ticker === 'MSFT');
+
+    expect(apple).toBeDefined();
+    expect(msft).toBeDefined();
+    expect(apple!.companyName).toEqual('Apple Inc.');
+    expect(msft!.companyName).toContain('Microsoft');
+
+    console.log('\n📊 Batch Fetch via Service:');
+    fundamentalsList.forEach(f => {
+      console.log(`  ${f.ticker}: ${f.companyName} - EPS: $${f.earningsPerShareDiluted?.toFixed(2)}`);
+    });
+  });
+});
+
+tap.test('FundamentalsService - Caching', async () => {
+  const service = new opendata.FundamentalsService({
+    ttl: 60000, // 60 seconds for testing
+    maxEntries: 100
+  });
+
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.register(provider);
+
+  await tap.test('should cache fundamentals data', async () => {
+    // Clear cache first
+    service.clearCache();
+
+    let stats = service.getCacheStats();
+    expect(stats.size).toEqual(0);
+
+    // First fetch (should hit API)
+    const start1 = Date.now();
+    await service.getFundamentals('AAPL');
+    const duration1 = Date.now() - start1;
+
+    stats = service.getCacheStats();
+    expect(stats.size).toEqual(1);
+
+    // Second fetch (should hit cache - much faster)
+    const start2 = Date.now();
+    await service.getFundamentals('AAPL');
+    const duration2 = Date.now() - start2;
+
+    expect(duration2).toBeLessThan(duration1);
+
+    console.log('\n⚡ Cache Performance:');
+    console.log(`  First fetch: ${duration1}ms`);
+    console.log(`  Cached fetch: ${duration2}ms`);
+    console.log(`  Speedup: ${Math.round(duration1 / duration2)}x`);
+  });
+
+  await tap.test('should respect cache TTL', async () => {
+    // Set very short TTL
+    service.setCacheTTL(100); // 100ms
+
+    // Fetch and cache
+    await service.getFundamentals('MSFT');
+
+    // Wait for TTL to expire
+    await new Promise(resolve => setTimeout(resolve, 150));
+
+    // This should fetch again (cache expired)
+    const stats = service.getCacheStats();
+    console.log(`\n⏱️  Cache TTL: ${stats.ttl}ms`);
+  });
+
+  await tap.test('should clear cache', async () => {
+    service.clearCache();
+
+    const stats = service.getCacheStats();
+    expect(stats.size).toEqual(0);
+  });
+});
+
+tap.test('FundamentalsService - Price Enrichment', async () => {
+  const service = new opendata.FundamentalsService();
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.register(provider);
+
+  await tap.test('should enrich fundamentals with price to calculate market cap', async () => {
+    const fundamentals = await service.getFundamentals('AAPL');
+
+    // Simulate current price
+    const currentPrice = 270.37;
+
+    const enriched = await service.enrichWithPrice(fundamentals, currentPrice);
+
+    expect(enriched.marketCap).toBeDefined();
+    expect(enriched.priceToEarnings).toBeDefined();
+    expect(enriched.priceToBook).toBeDefined();
+
+    expect(enriched.marketCap).toBeGreaterThan(0);
+    expect(enriched.priceToEarnings).toBeGreaterThan(0);
+
+    console.log('\n💰 Enriched with Price ($270.37):');
+    console.log(`  Market Cap: $${(enriched.marketCap! / 1_000_000_000_000).toFixed(2)}T`);
+    console.log(`  P/E Ratio: ${enriched.priceToEarnings!.toFixed(2)}`);
+    console.log(`  P/B Ratio: ${enriched.priceToBook?.toFixed(2) || 'N/A'}`);
+
+    // Verify calculations
+    const expectedMarketCap = fundamentals.sharesOutstanding! * currentPrice;
+    expect(Math.abs(enriched.marketCap! - expectedMarketCap)).toBeLessThan(1); // Allow for rounding
+
+    const expectedPE = currentPrice / fundamentals.earningsPerShareDiluted!;
+    expect(Math.abs(enriched.priceToEarnings! - expectedPE)).toBeLessThan(0.01);
+  });
+
+  await tap.test('should enrich batch fundamentals with prices', async () => {
+    const fundamentalsList = await service.getBatchFundamentals(['AAPL', 'MSFT']);
+
+    const priceMap = new Map<string, number>([
+      ['AAPL', 270.37],
+      ['MSFT', 425.50]
+    ]);
+
+    const enriched = await service.enrichBatchWithPrices(fundamentalsList, priceMap);
+
+    expect(enriched.length).toEqual(2);
+
+    const apple = enriched.find(f => f.ticker === 'AAPL')!;
+    const msft = enriched.find(f => f.ticker === 'MSFT')!;
+
+    expect(apple.marketCap).toBeGreaterThan(0);
+    expect(msft.marketCap).toBeGreaterThan(0);
+
+    console.log('\n💰 Batch Enrichment:');
+    console.log(`  AAPL: Market Cap $${(apple.marketCap! / 1_000_000_000_000).toFixed(2)}T, P/E ${apple.priceToEarnings!.toFixed(2)}`);
+    console.log(`  MSFT: Market Cap $${(msft.marketCap! / 1_000_000_000_000).toFixed(2)}T, P/E ${msft.priceToEarnings!.toFixed(2)}`);
+  });
+});
+
+tap.test('FundamentalsService - Provider Health', async () => {
+  const service = new opendata.FundamentalsService();
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.register(provider);
+
+  await tap.test('should check provider health', async () => {
+    const health = await service.checkProvidersHealth();
+
+    expect(health.size).toEqual(1);
+    expect(health.get('SEC EDGAR')).toBe(true);
+
+    console.log('\n💚 Provider Health:');
+    health.forEach((isHealthy, name) => {
+      console.log(`  ${name}: ${isHealthy ? '✅ Healthy' : '❌ Unhealthy'}`);
+    });
+  });
+});
+
+tap.test('FundamentalsService - Provider Statistics', async () => {
+  const service = new opendata.FundamentalsService();
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.register(provider);
+
+  await tap.test('should track provider statistics', async () => {
+    // Make some requests
+    await service.getFundamentals('AAPL');
+    await service.getFundamentals('MSFT');
+
+    const stats = service.getProviderStats();
+
+    expect(stats.size).toEqual(1);
+
+    const secStats = stats.get('SEC EDGAR');
+    expect(secStats).toBeDefined();
+    expect(secStats!.successCount).toBeGreaterThan(0);
+
+    console.log('\n📈 Provider Stats:');
+    console.log(`  Success Count: ${secStats!.successCount}`);
+    console.log(`  Error Count: ${secStats!.errorCount}`);
+  });
+});
+
+tap.test('FundamentalsService - Error Handling', async () => {
+  const service = new opendata.FundamentalsService();
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.register(provider);
+
+  await tap.test('should throw error for invalid ticker', async () => {
+    try {
+      await service.getFundamentals('INVALIDTICKER123456');
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('CIK not found');
+    }
+  });
+
+  await tap.test('should throw error when no providers available', async () => {
+    const emptyService = new opendata.FundamentalsService();
+
+    try {
+      await emptyService.getFundamentals('AAPL');
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('No fundamentals providers available');
+    }
+  });
+});
+
+export default tap.start();

test/test.secedgar.provider.node.ts

@@ -0,0 +1,261 @@
+import { expect, tap } from '@git.zone/tstest/tapbundle';
+import * as opendata from '../ts/index.js';
+
+// Test configuration
+const TEST_USER_AGENT = 'fin.cx test@fin.cx';
+const TEST_TICKER = 'AAPL'; // Apple Inc - well-known test case
+const RATE_LIMIT_DELAY = 150; // 150ms between requests (< 10 req/sec)
+
+tap.test('SEC EDGAR Provider - Constructor', async () => {
+  await tap.test('should create provider with valid User-Agent', async () => {
+    const provider = new opendata.SecEdgarProvider({
+      userAgent: TEST_USER_AGENT
+    });
+
+    expect(provider.name).toEqual('SEC EDGAR');
+    expect(provider.priority).toEqual(100);
+    expect(provider.requiresAuth).toBe(false);
+    expect(provider.rateLimit?.requestsPerMinute).toEqual(600);
+  });
+
+  await tap.test('should throw error if User-Agent is missing', async () => {
+    expect(() => {
+      new opendata.SecEdgarProvider({
+        userAgent: ''
+      });
+    }).toThrow('User-Agent is required');
+  });
+
+  await tap.test('should throw error if User-Agent format is invalid', async () => {
+    expect(() => {
+      new opendata.SecEdgarProvider({
+        userAgent: 'InvalidFormat'
+      });
+    }).toThrow('Invalid User-Agent format');
+  });
+
+  await tap.test('should accept valid User-Agent with space and email', async () => {
+    const provider = new opendata.SecEdgarProvider({
+      userAgent: 'MyCompany contact@example.com'
+    });
+
+    expect(provider).toBeInstanceOf(opendata.SecEdgarProvider);
+  });
+});
+
+tap.test('SEC EDGAR Provider - Availability', async () => {
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  await tap.test('should report as available', async () => {
+    const isAvailable = await provider.isAvailable();
+    expect(isAvailable).toBe(true);
+  });
+});
+
+tap.test('SEC EDGAR Provider - Fetch Fundamentals', async () => {
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT,
+    timeout: 30000
+  });
+
+  await tap.test('should fetch fundamentals for Apple (AAPL)', async () => {
+    const fundamentals = await provider.fetchData({
+      type: 'fundamentals-current',
+      ticker: TEST_TICKER
+    });
+
+    // Verify structure
+    expect(fundamentals).toBeDefined();
+    expect(fundamentals).not.toBeInstanceOf(Array);
+
+    const data = fundamentals as opendata.IStockFundamentals;
+
+    // Basic fields
+    expect(data.ticker).toEqual('AAPL');
+    expect(data.cik).toBeDefined();
+    expect(data.companyName).toEqual('Apple Inc.');
+    expect(data.provider).toEqual('SEC EDGAR');
+    expect(data.timestamp).toBeInstanceOf(Date);
+    expect(data.fetchedAt).toBeInstanceOf(Date);
+
+    // Financial metrics (Apple should have all of these)
+    expect(data.earningsPerShareDiluted).toBeDefined();
+    expect(data.earningsPerShareDiluted).toBeGreaterThan(0);
+
+    expect(data.sharesOutstanding).toBeDefined();
+    expect(data.sharesOutstanding).toBeGreaterThan(0);
+
+    expect(data.revenue).toBeDefined();
+    expect(data.revenue).toBeGreaterThan(0);
+
+    expect(data.netIncome).toBeDefined();
+    expect(data.assets).toBeDefined();
+    expect(data.assets).toBeGreaterThan(0);
+
+    expect(data.liabilities).toBeDefined();
+    expect(data.stockholdersEquity).toBeDefined();
+
+    // Metadata
+    expect(data.fiscalYear).toBeDefined();
+
+    console.log('\n📊 Sample Apple Fundamentals:');
+    console.log(`  Company: ${data.companyName} (CIK: ${data.cik})`);
+    console.log(`  EPS (Diluted): $${data.earningsPerShareDiluted?.toFixed(2)}`);
+    console.log(`  Shares Outstanding: ${(data.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
+    console.log(`  Revenue: $${(data.revenue! / 1_000_000_000).toFixed(2)}B`);
+    console.log(`  Net Income: $${(data.netIncome! / 1_000_000_000).toFixed(2)}B`);
+    console.log(`  Assets: $${(data.assets! / 1_000_000_000).toFixed(2)}B`);
+    console.log(`  Fiscal Year: ${data.fiscalYear}`);
+  });
+
+  await tap.test('should throw error for invalid ticker', async () => {
+    try {
+      await provider.fetchData({
+        type: 'fundamentals-current',
+        ticker: 'INVALIDTICKER123456'
+      });
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('CIK not found');
+    }
+  });
+});
+
+tap.test('SEC EDGAR Provider - Batch Fetch', async () => {
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT,
+    timeout: 30000
+  });
+
+  await tap.test('should fetch fundamentals for multiple tickers', async () => {
+    const result = await provider.fetchData({
+      type: 'fundamentals-batch',
+      tickers: ['AAPL', 'MSFT']
+    });
+
+    expect(result).toBeInstanceOf(Array);
+
+    const fundamentalsList = result as opendata.IStockFundamentals[];
+    expect(fundamentalsList.length).toEqual(2);
+
+    // Check Apple
+    const apple = fundamentalsList.find(f => f.ticker === 'AAPL');
+    expect(apple).toBeDefined();
+    expect(apple!.companyName).toEqual('Apple Inc.');
+    expect(apple!.earningsPerShareDiluted).toBeGreaterThan(0);
+
+    // Check Microsoft
+    const microsoft = fundamentalsList.find(f => f.ticker === 'MSFT');
+    expect(microsoft).toBeDefined();
+    expect(microsoft!.companyName).toContain('Microsoft');
+    expect(microsoft!.earningsPerShareDiluted).toBeGreaterThan(0);
+
+    console.log('\n📊 Batch Fetch Results:');
+    fundamentalsList.forEach(f => {
+      console.log(`  ${f.ticker}: ${f.companyName} - EPS: $${f.earningsPerShareDiluted?.toFixed(2)}`);
+    });
+  });
+});
+
+tap.test('SEC EDGAR Provider - CIK Caching', async () => {
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  await tap.test('should cache CIK lookups', async () => {
+    // Clear cache first
+    provider.clearCache();
+
+    let stats = provider.getCacheStats();
+    expect(stats.cikCacheSize).toEqual(0);
+
+    // First fetch (should populate cache)
+    await provider.fetchData({
+      type: 'fundamentals-current',
+      ticker: 'AAPL'
+    });
+
+    stats = provider.getCacheStats();
+    expect(stats.cikCacheSize).toBeGreaterThan(0);
+
+    console.log(`\n💾 CIK Cache: ${stats.cikCacheSize} entries`);
+  });
+
+  await tap.test('should clear cache', async () => {
+    provider.clearCache();
+
+    const stats = provider.getCacheStats();
+    expect(stats.cikCacheSize).toEqual(0);
+    expect(stats.hasTickerList).toBe(false);
+  });
+});
+
+tap.test('SEC EDGAR Provider - Rate Limiting', async () => {
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  await tap.test('should handle multiple rapid requests without exceeding rate limit', async () => {
+    // Make 5 requests in succession
+    // Rate limiter should ensure we don't exceed 10 req/sec
+    const tickers = ['AAPL', 'MSFT', 'GOOGL', 'AMZN', 'META'];
+    const startTime = Date.now();
+
+    const promises = tickers.map(ticker =>
+      provider.fetchData({
+        type: 'fundamentals-current',
+        ticker
+      })
+    );
+
+    const results = await Promise.all(promises);
+    const duration = Date.now() - startTime;
+
+    expect(results.length).toEqual(5);
+    console.log(`\n⏱️  5 requests completed in ${duration}ms (avg: ${Math.round(duration / 5)}ms/request)`);
+
+    // Verify all results are valid
+    results.forEach((result, index) => {
+      expect(result).toBeDefined();
+      const data = result as opendata.IStockFundamentals;
+      expect(data.ticker).toEqual(tickers[index]);
+      expect(data.earningsPerShareDiluted).toBeGreaterThan(0);
+    });
+  });
+});
+
+tap.test('SEC EDGAR Provider - Market Cap Calculation', async () => {
+  const provider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  await tap.test('should provide data needed for market cap calculation', async () => {
+    const fundamentals = await provider.fetchData({
+      type: 'fundamentals-current',
+      ticker: 'AAPL'
+    }) as opendata.IStockFundamentals;
+
+    expect(fundamentals.sharesOutstanding).toBeDefined();
+    expect(fundamentals.earningsPerShareDiluted).toBeDefined();
+
+    // Simulate current price (in real usage, this comes from price provider)
+    const simulatedPrice = 270.37;
+
+    // Calculate market cap
+    const marketCap = fundamentals.sharesOutstanding! * simulatedPrice;
+    const pe = simulatedPrice / fundamentals.earningsPerShareDiluted!;
+
+    console.log('\n💰 Calculated Metrics (with simulated price $270.37):');
+    console.log(`  Shares Outstanding: ${(fundamentals.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
+    console.log(`  Market Cap: $${(marketCap / 1_000_000_000_000).toFixed(2)}T`);
+    console.log(`  EPS: $${fundamentals.earningsPerShareDiluted!.toFixed(2)}`);
+    console.log(`  P/E Ratio: ${pe.toFixed(2)}`);
+
+    expect(marketCap).toBeGreaterThan(0);
+    expect(pe).toBeGreaterThan(0);
+  });
+});
+
+export default tap.start();

ts/00_commitinfo_data.ts

@@ -3,6 +3,6 @@
  */
 export const commitinfo = {
   name: '@fin.cx/opendata',
-  version: '3.0.0',
+  version: '3.1.0',
   description: 'A comprehensive TypeScript library for accessing business data and real-time financial information. Features include German company data management with MongoDB integration, JSONL bulk processing, automated Handelsregister interactions, and real-time stock market data from multiple providers.'
 }

ts/stocks/classes.fundamentalsservice.ts

@@ -0,0 +1,404 @@
+import * as plugins from '../plugins.js';
+import type {
+  IFundamentalsProvider,
+  IFundamentalsProviderConfig,
+  IFundamentalsProviderRegistry,
+  IStockFundamentals,
+  IFundamentalsRequest
+} from './interfaces/fundamentals.js';
+
+interface IProviderEntry {
+  provider: IFundamentalsProvider;
+  config: IFundamentalsProviderConfig;
+  lastError?: Error;
+  lastErrorTime?: Date;
+  successCount: number;
+  errorCount: number;
+}
+
+interface ICacheEntry {
+  fundamentals: IStockFundamentals | IStockFundamentals[];
+  timestamp: Date;
+  ttl: number;
+}
+
+/**
+ * Service for managing fundamental data providers and caching
+ * Parallel to StockPriceService but for fundamental data instead of prices
+ */
+export class FundamentalsService implements IFundamentalsProviderRegistry {
+  private providers = new Map<string, IProviderEntry>();
+  private cache = new Map<string, ICacheEntry>();
+  private logger = console;
+
+  private cacheConfig = {
+    ttl: 90 * 24 * 60 * 60 * 1000, // 90 days default (fundamentals change quarterly)
+    maxEntries: 10000
+  };
+
+  constructor(cacheConfig?: { ttl?: number; maxEntries?: number }) {
+    if (cacheConfig) {
+      this.cacheConfig = { ...this.cacheConfig, ...cacheConfig };
+    }
+  }
+
+  /**
+   * Register a fundamentals provider
+   */
+  public register(provider: IFundamentalsProvider, config?: IFundamentalsProviderConfig): void {
+    const defaultConfig: IFundamentalsProviderConfig = {
+      enabled: true,
+      priority: provider.priority,
+      timeout: 30000, // Longer timeout for fundamental data
+      retryAttempts: 2,
+      retryDelay: 1000,
+      cacheTTL: this.cacheConfig.ttl
+    };
+
+    const mergedConfig = { ...defaultConfig, ...config };
+
+    this.providers.set(provider.name, {
+      provider,
+      config: mergedConfig,
+      successCount: 0,
+      errorCount: 0
+    });
+
+    console.log(`Registered fundamentals provider: ${provider.name}`);
+  }
+
+  /**
+   * Unregister a provider
+   */
+  public unregister(providerName: string): void {
+    this.providers.delete(providerName);
+    console.log(`Unregistered fundamentals provider: ${providerName}`);
+  }
+
+  /**
+   * Get a specific provider by name
+   */
+  public getProvider(name: string): IFundamentalsProvider | undefined {
+    return this.providers.get(name)?.provider;
+  }
+
+  /**
+   * Get all registered providers
+   */
+  public getAllProviders(): IFundamentalsProvider[] {
+    return Array.from(this.providers.values()).map(entry => entry.provider);
+  }
+
+  /**
+   * Get enabled providers sorted by priority
+   */
+  public getEnabledProviders(): IFundamentalsProvider[] {
+    return Array.from(this.providers.values())
+      .filter(entry => entry.config.enabled)
+      .sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
+      .map(entry => entry.provider);
+  }
+
+  /**
+   * Get fundamental data for a single ticker
+   */
+  public async getFundamentals(ticker: string): Promise<IStockFundamentals> {
+    const result = await this.getData({
+      type: 'fundamentals-current',
+      ticker
+    });
+    return result as IStockFundamentals;
+  }
+
+  /**
+   * Get fundamental data for multiple tickers
+   */
+  public async getBatchFundamentals(tickers: string[]): Promise<IStockFundamentals[]> {
+    const result = await this.getData({
+      type: 'fundamentals-batch',
+      tickers
+    });
+    return result as IStockFundamentals[];
+  }
+
+  /**
+   * Unified data fetching method
+   */
+  public async getData(
+    request: IFundamentalsRequest
+  ): Promise<IStockFundamentals | IStockFundamentals[]> {
+    const cacheKey = this.getCacheKey(request);
+    const cached = this.getFromCache(cacheKey);
+
+    if (cached) {
+      console.log(`Cache hit for ${this.getRequestDescription(request)}`);
+      return cached;
+    }
+
+    const providers = this.getEnabledProviders();
+    if (providers.length === 0) {
+      throw new Error('No fundamentals providers available');
+    }
+
+    let lastError: Error | undefined;
+
+    for (const provider of providers) {
+      const entry = this.providers.get(provider.name)!;
+
+      try {
+        const result = await this.fetchWithRetry(
+          () => provider.fetchData(request),
+          entry.config
+        );
+
+        entry.successCount++;
+
+        // Use provider-specific cache TTL or default
+        const ttl = entry.config.cacheTTL || this.cacheConfig.ttl;
+        this.addToCache(cacheKey, result, ttl);
+
+        console.log(`Successfully fetched ${this.getRequestDescription(request)} from ${provider.name}`);
+        return result;
+      } catch (error) {
+        entry.errorCount++;
+        entry.lastError = error as Error;
+        entry.lastErrorTime = new Date();
+        lastError = error as Error;
+
+        console.warn(
+          `Provider ${provider.name} failed for ${this.getRequestDescription(request)}: ${error.message}`
+        );
+      }
+    }
+
+    throw new Error(
+      `Failed to fetch ${this.getRequestDescription(request)} from all providers. Last error: ${lastError?.message}`
+    );
+  }
+
+  /**
+   * Enrich fundamentals with calculated metrics using current price
+   */
+  public async enrichWithPrice(
+    fundamentals: IStockFundamentals,
+    price: number
+  ): Promise<IStockFundamentals> {
+    const enriched = { ...fundamentals };
+
+    // Calculate market cap: price × shares outstanding
+    if (fundamentals.sharesOutstanding) {
+      enriched.marketCap = price * fundamentals.sharesOutstanding;
+    }
+
+    // Calculate P/E ratio: price / EPS
+    if (fundamentals.earningsPerShareDiluted && fundamentals.earningsPerShareDiluted > 0) {
+      enriched.priceToEarnings = price / fundamentals.earningsPerShareDiluted;
+    }
+
+    // Calculate price-to-book: market cap / stockholders equity
+    if (enriched.marketCap && fundamentals.stockholdersEquity && fundamentals.stockholdersEquity > 0) {
+      enriched.priceToBook = enriched.marketCap / fundamentals.stockholdersEquity;
+    }
+
+    return enriched;
+  }
+
+  /**
+   * Enrich batch fundamentals with prices
+   */
+  public async enrichBatchWithPrices(
+    fundamentalsList: IStockFundamentals[],
+    priceMap: Map<string, number>
+  ): Promise<IStockFundamentals[]> {
+    return Promise.all(
+      fundamentalsList.map(fundamentals => {
+        const price = priceMap.get(fundamentals.ticker);
+        if (price) {
+          return this.enrichWithPrice(fundamentals, price);
+        }
+        return Promise.resolve(fundamentals);
+      })
+    );
+  }
+
+  /**
+   * Check health of all providers
+   */
+  public async checkProvidersHealth(): Promise<Map<string, boolean>> {
+    const health = new Map<string, boolean>();
+
+    for (const [name, entry] of this.providers) {
+      if (!entry.config.enabled) {
+        health.set(name, false);
+        continue;
+      }
+
+      try {
+        const isAvailable = await entry.provider.isAvailable();
+        health.set(name, isAvailable);
+      } catch (error) {
+        health.set(name, false);
+        console.error(`Health check failed for ${name}:`, error);
+      }
+    }
+
+    return health;
+  }
+
+  /**
+   * Get provider statistics
+   */
+  public getProviderStats(): Map<
+    string,
+    {
+      successCount: number;
+      errorCount: number;
+      lastError?: string;
+      lastErrorTime?: Date;
+    }
+  > {
+    const stats = new Map();
+
+    for (const [name, entry] of this.providers) {
+      stats.set(name, {
+        successCount: entry.successCount,
+        errorCount: entry.errorCount,
+        lastError: entry.lastError?.message,
+        lastErrorTime: entry.lastErrorTime
+      });
+    }
+
+    return stats;
+  }
+
+  /**
+   * Clear all cached data
+   */
+  public clearCache(): void {
+    this.cache.clear();
+    console.log('Fundamentals cache cleared');
+  }
+
+  /**
+   * Set cache TTL
+   */
+  public setCacheTTL(ttl: number): void {
+    this.cacheConfig.ttl = ttl;
+    console.log(`Fundamentals cache TTL set to ${ttl}ms`);
+  }
+
+  /**
+   * Get cache statistics
+   */
+  public getCacheStats(): {
+    size: number;
+    maxEntries: number;
+    ttl: number;
+  } {
+    return {
+      size: this.cache.size,
+      maxEntries: this.cacheConfig.maxEntries,
+      ttl: this.cacheConfig.ttl
+    };
+  }
+
+  /**
+   * Fetch with retry logic
+   */
+  private async fetchWithRetry<T>(
+    fetchFn: () => Promise<T>,
+    config: IFundamentalsProviderConfig
+  ): Promise<T> {
+    const maxAttempts = config.retryAttempts || 1;
+    let lastError: Error | undefined;
+
+    for (let attempt = 1; attempt <= maxAttempts; attempt++) {
+      try {
+        return await fetchFn();
+      } catch (error) {
+        lastError = error as Error;
+
+        if (attempt < maxAttempts) {
+          const delay = (config.retryDelay || 1000) * attempt;
+          console.log(`Retry attempt ${attempt} after ${delay}ms`);
+          await plugins.smartdelay.delayFor(delay);
+        }
+      }
+    }
+
+    throw lastError || new Error('Unknown error during fetch');
+  }
+
+  /**
+   * Generate cache key for request
+   */
+  private getCacheKey(request: IFundamentalsRequest): string {
+    switch (request.type) {
+      case 'fundamentals-current':
+        return `fundamentals:${request.ticker}`;
+      case 'fundamentals-batch':
+        const tickers = request.tickers.sort().join(',');
+        return `fundamentals-batch:${tickers}`;
+      default:
+        return `unknown:${JSON.stringify(request)}`;
+    }
+  }
+
+  /**
+   * Get from cache if not expired
+   */
+  private getFromCache(key: string): IStockFundamentals | IStockFundamentals[] | null {
+    const entry = this.cache.get(key);
+
+    if (!entry) {
+      return null;
+    }
+
+    // Check if cache entry has expired
+    const age = Date.now() - entry.timestamp.getTime();
+    if (entry.ttl !== Infinity && age > entry.ttl) {
+      this.cache.delete(key);
+      return null;
+    }
+
+    return entry.fundamentals;
+  }
+
+  /**
+   * Add to cache with TTL
+   */
+  private addToCache(
+    key: string,
+    fundamentals: IStockFundamentals | IStockFundamentals[],
+    ttl?: number
+  ): void {
+    // Enforce max entries limit
+    if (this.cache.size >= this.cacheConfig.maxEntries) {
+      // Remove oldest entry
+      const oldestKey = this.cache.keys().next().value;
+      if (oldestKey) {
+        this.cache.delete(oldestKey);
+      }
+    }
+
+    this.cache.set(key, {
+      fundamentals,
+      timestamp: new Date(),
+      ttl: ttl || this.cacheConfig.ttl
+    });
+  }
+
+  /**
+   * Get human-readable request description
+   */
+  private getRequestDescription(request: IFundamentalsRequest): string {
+    switch (request.type) {
+      case 'fundamentals-current':
+        return `fundamentals for ${request.ticker}`;
+      case 'fundamentals-batch':
+        return `fundamentals for ${request.tickers.length} tickers`;
+      default:
+        return 'fundamentals data';
+    }
+  }
+}

ts/stocks/index.ts

@@ -1,10 +1,13 @@
 // Export all interfaces
 export * from './interfaces/stockprice.js';
 export * from './interfaces/provider.js';
+export * from './interfaces/fundamentals.js';
 
-// Export main service
+// Export main services
 export * from './classes.stockservice.js';
+export * from './classes.fundamentalsservice.js';
 
 // Export providers
 export * from './providers/provider.yahoo.js';
-export * from './providers/provider.marketstack.js';
+export * from './providers/provider.marketstack.js';
+export * from './providers/provider.secedgar.js';

ts/stocks/interfaces/fundamentals.ts

@@ -0,0 +1,102 @@
+/**
+ * Interfaces for stock fundamental data (financials from SEC filings)
+ * Separate from stock price data (OHLCV) to maintain clean architecture
+ */
+
+// Request types for fundamental data
+export interface IFundamentalsCurrentRequest {
+  type: 'fundamentals-current';
+  ticker: string;
+}
+
+export interface IFundamentalsBatchRequest {
+  type: 'fundamentals-batch';
+  tickers: string[];
+}
+
+export type IFundamentalsRequest =
+  | IFundamentalsCurrentRequest
+  | IFundamentalsBatchRequest;
+
+/**
+ * Stock fundamental data from SEC filings (10-K, 10-Q)
+ * Contains financial metrics like EPS, Revenue, Assets, etc.
+ */
+export interface IStockFundamentals {
+  ticker: string;
+  cik: string;
+  companyName: string;
+  provider: string;
+  timestamp: Date;
+  fetchedAt: Date;
+
+  // Per-share metrics
+  earningsPerShareBasic?: number;
+  earningsPerShareDiluted?: number;
+  sharesOutstanding?: number;
+  weightedAverageSharesOutstanding?: number;
+
+  // Income statement (annual USD)
+  revenue?: number;
+  netIncome?: number;
+  operatingIncome?: number;
+  grossProfit?: number;
+  costOfRevenue?: number;
+
+  // Balance sheet (annual USD)
+  assets?: number;
+  liabilities?: number;
+  stockholdersEquity?: number;
+  cash?: number;
+  propertyPlantEquipment?: number;
+
+  // Calculated metrics (requires current price)
+  marketCap?: number;        // price × sharesOutstanding
+  priceToEarnings?: number;  // price / EPS
+  priceToBook?: number;      // marketCap / stockholdersEquity
+
+  // Metadata
+  fiscalYear?: string;
+  fiscalQuarter?: string;
+  filingDate?: Date;
+  form?: '10-K' | '10-Q' | string;
+}
+
+/**
+ * Provider interface for fetching fundamental data
+ * Parallel to IStockProvider but for fundamentals instead of prices
+ */
+export interface IFundamentalsProvider {
+  name: string;
+  priority: number;
+  fetchData(request: IFundamentalsRequest): Promise<IStockFundamentals | IStockFundamentals[]>;
+  isAvailable(): Promise<boolean>;
+  readonly requiresAuth: boolean;
+  readonly rateLimit?: {
+    requestsPerMinute: number;
+    requestsPerDay?: number;
+  };
+}
+
+/**
+ * Configuration for fundamentals providers
+ */
+export interface IFundamentalsProviderConfig {
+  enabled: boolean;
+  priority?: number;
+  timeout?: number;
+  retryAttempts?: number;
+  retryDelay?: number;
+  cacheTTL?: number; // Custom cache TTL for this provider
+}
+
+/**
+ * Registry for managing fundamental data providers
+ */
+export interface IFundamentalsProviderRegistry {
+  register(provider: IFundamentalsProvider, config?: IFundamentalsProviderConfig): void;
+  unregister(providerName: string): void;
+  getProvider(name: string): IFundamentalsProvider | undefined;
+  getAllProviders(): IFundamentalsProvider[];
+  getEnabledProviders(): IFundamentalsProvider[];
+}

ts/stocks/providers/provider.secedgar.ts

@@ -0,0 +1,429 @@
+import * as plugins from '../../plugins.js';
+import type {
+  IFundamentalsProvider,
+  IStockFundamentals,
+  IFundamentalsRequest,
+  IFundamentalsCurrentRequest,
+  IFundamentalsBatchRequest
+} from '../interfaces/fundamentals.js';
+
+/**
+ * Configuration for SEC EDGAR provider
+ */
+export interface ISecEdgarConfig {
+  userAgent: string; // Required: Format "Company Name Email" (e.g., "fin.cx info@fin.cx")
+  cikCacheTTL?: number; // Default: 30 days (CIK codes rarely change)
+  fundamentalsCacheTTL?: number; // Default: 90 days (quarterly filings)
+  timeout?: number; // Request timeout in ms
+}
+
+/**
+ * Rate limiter for SEC EDGAR API
+ * SEC requires: 10 requests per second maximum
+ */
+class RateLimiter {
+  private requestTimes: number[] = [];
+  private readonly maxRequestsPerSecond = 10;
+
+  public async waitForSlot(): Promise<void> {
+    const now = Date.now();
+    const oneSecondAgo = now - 1000;
+
+    // Remove requests older than 1 second
+    this.requestTimes = this.requestTimes.filter(time => time > oneSecondAgo);
+
+    // If we've hit the limit, wait
+    if (this.requestTimes.length >= this.maxRequestsPerSecond) {
+      const oldestRequest = this.requestTimes[0];
+      const waitTime = 1000 - (now - oldestRequest) + 10; // +10ms buffer
+      await plugins.smartdelay.delayFor(waitTime);
+      return this.waitForSlot(); // Recursively check again
+    }
+
+    // Record this request
+    this.requestTimes.push(now);
+  }
+}
+
+/**
+ * SEC EDGAR Fundamental Data Provider
+ *
+ * Features:
+ * - Free public access (no API key required)
+ * - All US public companies
+ * - Financial data from 10-K/10-Q filings
+ * - US GAAP standardized metrics
+ * - Historical data back to ~2009
+ * - < 1 minute filing delay
+ *
+ * Documentation: https://www.sec.gov/edgar/sec-api-documentation
+ *
+ * Rate Limits:
+ * - 10 requests per second (enforced by SEC)
+ * - Requires User-Agent header in format: "Company Name Email"
+ *
+ * Data Sources:
+ * - Company Facts API: /api/xbrl/companyfacts/CIK##########.json
+ * - Ticker Lookup: /files/company_tickers.json
+ */
+export class SecEdgarProvider implements IFundamentalsProvider {
+  public name = 'SEC EDGAR';
+  public priority = 100; // High priority - free, authoritative, comprehensive
+  public readonly requiresAuth = false; // No API key needed!
+  public readonly rateLimit = {
+    requestsPerMinute: 600, // 10 requests/second = 600/minute
+    requestsPerDay: undefined // No daily limit
+  };
+
+  private logger = console;
+  private baseUrl = 'https://data.sec.gov/api/xbrl';
+  private tickersUrl = 'https://www.sec.gov/files/company_tickers.json';
+  private userAgent: string;
+  private config: Required<ISecEdgarConfig>;
+
+  // Caching
+  private cikCache = new Map<string, { cik: string; timestamp: Date }>();
+  private tickerListCache: { data: any; timestamp: Date } | null = null;
+
+  // Rate limiting
+  private rateLimiter = new RateLimiter();
+
+  constructor(config: ISecEdgarConfig) {
+    // Validate User-Agent
+    if (!config.userAgent) {
+      throw new Error('User-Agent is required for SEC EDGAR provider (format: "Company Name Email")');
+    }
+
+    // Validate User-Agent format (must contain space and @ symbol)
+    if (!config.userAgent.includes(' ') || !config.userAgent.includes('@')) {
+      throw new Error(
+        'Invalid User-Agent format. Required: "Company Name Email" (e.g., "fin.cx info@fin.cx")'
+      );
+    }
+
+    this.userAgent = config.userAgent;
+    this.config = {
+      userAgent: config.userAgent,
+      cikCacheTTL: config.cikCacheTTL || 30 * 24 * 60 * 60 * 1000, // 30 days
+      fundamentalsCacheTTL: config.fundamentalsCacheTTL || 90 * 24 * 60 * 60 * 1000, // 90 days
+      timeout: config.timeout || 30000
+    };
+  }
+
+  /**
+   * Unified data fetching method
+   */
+  public async fetchData(
+    request: IFundamentalsRequest
+  ): Promise<IStockFundamentals | IStockFundamentals[]> {
+    switch (request.type) {
+      case 'fundamentals-current':
+        return this.fetchFundamentals(request);
+      case 'fundamentals-batch':
+        return this.fetchBatchFundamentals(request);
+      default:
+        throw new Error(`Unsupported request type: ${(request as any).type}`);
+    }
+  }
+
+  /**
+   * Fetch fundamental data for a single ticker
+   */
+  private async fetchFundamentals(request: IFundamentalsCurrentRequest): Promise<IStockFundamentals> {
+    try {
+      // 1. Get CIK for ticker (with caching)
+      const cik = await this.getCIK(request.ticker);
+
+      // 2. Fetch company facts from SEC (with rate limiting)
+      const companyFacts = await this.fetchCompanyFacts(cik);
+
+      // 3. Parse facts into structured fundamental data
+      return this.parseCompanyFacts(request.ticker, cik, companyFacts);
+    } catch (error) {
+      this.logger.error(`Failed to fetch fundamentals for ${request.ticker}:`, error);
+      throw new Error(`SEC EDGAR: Failed to fetch fundamentals for ${request.ticker}: ${error.message}`);
+    }
+  }
+
+  /**
+   * Fetch fundamental data for multiple tickers
+   */
+  private async fetchBatchFundamentals(
+    request: IFundamentalsBatchRequest
+  ): Promise<IStockFundamentals[]> {
+    const results: IStockFundamentals[] = [];
+    const errors: string[] = [];
+
+    for (const ticker of request.tickers) {
+      try {
+        const fundamentals = await this.fetchFundamentals({
+          type: 'fundamentals-current',
+          ticker
+        });
+        results.push(fundamentals);
+      } catch (error) {
+        this.logger.warn(`Failed to fetch fundamentals for ${ticker}:`, error);
+        errors.push(`${ticker}: ${error.message}`);
+        // Continue with other tickers
+      }
+    }
+
+    if (results.length === 0) {
+      throw new Error(`Failed to fetch fundamentals for all tickers. Errors: ${errors.join(', ')}`);
+    }
+
+    return results;
+  }
+
+  /**
+   * Get CIK (Central Index Key) for a ticker symbol
+   * Uses SEC's public ticker-to-CIK mapping file
+   */
+  private async getCIK(ticker: string): Promise<string> {
+    const tickerUpper = ticker.toUpperCase();
+
+    // Check cache first
+    const cached = this.cikCache.get(tickerUpper);
+    if (cached) {
+      const age = Date.now() - cached.timestamp.getTime();
+      if (age < this.config.cikCacheTTL) {
+        return cached.cik;
+      }
+      // Cache expired, remove it
+      this.cikCache.delete(tickerUpper);
+    }
+
+    // Fetch ticker list (with caching at list level)
+    const tickers = await this.fetchTickerList();
+
+    // Find ticker in list (case-insensitive)
+    const entry = Object.values(tickers).find((t: any) => t.ticker === tickerUpper);
+
+    if (!entry) {
+      throw new Error(`CIK not found for ticker ${ticker}`);
+    }
+
+    const cik = String((entry as any).cik_str);
+
+    // Cache the result
+    this.cikCache.set(tickerUpper, {
+      cik,
+      timestamp: new Date()
+    });
+
+    return cik;
+  }
+
+  /**
+   * Fetch the SEC ticker-to-CIK mapping list
+   * Cached for 24 hours (list updates daily)
+   */
+  private async fetchTickerList(): Promise<any> {
+    // Check cache
+    if (this.tickerListCache) {
+      const age = Date.now() - this.tickerListCache.timestamp.getTime();
+      if (age < 24 * 60 * 60 * 1000) { // 24 hours
+        return this.tickerListCache.data;
+      }
+    }
+
+    // Wait for rate limit slot
+    await this.rateLimiter.waitForSlot();
+
+    // Fetch from SEC
+    const response = await plugins.smartrequest.SmartRequest.create()
+      .url(this.tickersUrl)
+      .headers({
+        'User-Agent': this.userAgent,
+        'Accept': 'application/json'
+      })
+      .timeout(this.config.timeout)
+      .get();
+
+    const data = await response.json();
+
+    // Cache the list
+    this.tickerListCache = {
+      data,
+      timestamp: new Date()
+    };
+
+    return data;
+  }
+
+  /**
+   * Fetch company facts from SEC EDGAR
+   */
+  private async fetchCompanyFacts(cik: string): Promise<any> {
+    // Pad CIK to 10 digits
+    const paddedCIK = cik.padStart(10, '0');
+    const url = `${this.baseUrl}/companyfacts/CIK${paddedCIK}.json`;
+
+    // Wait for rate limit slot
+    await this.rateLimiter.waitForSlot();
+
+    // Fetch from SEC
+    const response = await plugins.smartrequest.SmartRequest.create()
+      .url(url)
+      .headers({
+        'User-Agent': this.userAgent,
+        'Accept': 'application/json',
+        'Accept-Encoding': 'gzip, deflate',
+        'Host': 'data.sec.gov'
+      })
+      .timeout(this.config.timeout)
+      .get();
+
+    const data = await response.json();
+
+    // Validate response
+    if (!data || !data.facts) {
+      throw new Error('Invalid response from SEC EDGAR API');
+    }
+
+    return data;
+  }
+
+  /**
+   * Parse SEC company facts into structured fundamental data
+   */
+  private parseCompanyFacts(ticker: string, cik: string, data: any): IStockFundamentals {
+    const usGaap = data.facts?.['us-gaap'];
+
+    if (!usGaap) {
+      throw new Error('No US GAAP data available');
+    }
+
+    // Extract latest values for key metrics
+    const fundamentals: IStockFundamentals = {
+      ticker: ticker.toUpperCase(),
+      cik: cik,
+      companyName: data.entityName,
+      provider: this.name,
+      timestamp: new Date(),
+      fetchedAt: new Date(),
+
+      // Per-share metrics
+      earningsPerShareBasic: this.getLatestValue(usGaap, 'EarningsPerShareBasic'),
+      earningsPerShareDiluted: this.getLatestValue(usGaap, 'EarningsPerShareDiluted'),
+      sharesOutstanding: this.getLatestValue(usGaap, 'CommonStockSharesOutstanding'),
+      weightedAverageSharesOutstanding: this.getLatestValue(
+        usGaap,
+        'WeightedAverageNumberOfSharesOutstandingBasic'
+      ),
+
+      // Income statement
+      revenue: this.getLatestValue(usGaap, 'Revenues') ||
+               this.getLatestValue(usGaap, 'RevenueFromContractWithCustomerExcludingAssessedTax'),
+      netIncome: this.getLatestValue(usGaap, 'NetIncomeLoss'),
+      operatingIncome: this.getLatestValue(usGaap, 'OperatingIncomeLoss'),
+      grossProfit: this.getLatestValue(usGaap, 'GrossProfit'),
+      costOfRevenue: this.getLatestValue(usGaap, 'CostOfRevenue'),
+
+      // Balance sheet
+      assets: this.getLatestValue(usGaap, 'Assets'),
+      liabilities: this.getLatestValue(usGaap, 'Liabilities'),
+      stockholdersEquity: this.getLatestValue(usGaap, 'StockholdersEquity'),
+      cash: this.getLatestValue(usGaap, 'CashAndCashEquivalentsAtCarryingValue'),
+      propertyPlantEquipment: this.getLatestValue(usGaap, 'PropertyPlantAndEquipmentNet'),
+
+      // Metadata (from latest available data point)
+      fiscalYear: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.fy,
+      fiscalQuarter: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.fp,
+      filingDate: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.filed
+        ? new Date(this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')!.filed)
+        : undefined,
+      form: this.getLatestMetadata(usGaap, 'EarningsPerShareDiluted')?.form
+    };
+
+    return fundamentals;
+  }
+
+  /**
+   * Get the latest value for a US GAAP metric
+   */
+  private getLatestValue(usGaap: any, metricName: string): number | undefined {
+    const metric = usGaap[metricName];
+    if (!metric?.units) {
+      return undefined;
+    }
+
+    // Get the first unit type (USD, shares, etc.)
+    const unitType = Object.keys(metric.units)[0];
+    const values = metric.units[unitType];
+
+    if (!values || !Array.isArray(values) || values.length === 0) {
+      return undefined;
+    }
+
+    // Get the latest value (last in array)
+    const latest = values[values.length - 1];
+    return latest?.val;
+  }
+
+  /**
+   * Get metadata from the latest data point
+   */
+  private getLatestMetadata(usGaap: any, metricName: string): any | undefined {
+    const metric = usGaap[metricName];
+    if (!metric?.units) {
+      return undefined;
+    }
+
+    const unitType = Object.keys(metric.units)[0];
+    const values = metric.units[unitType];
+
+    if (!values || !Array.isArray(values) || values.length === 0) {
+      return undefined;
+    }
+
+    return values[values.length - 1];
+  }
+
+  /**
+   * Check if SEC EDGAR API is available
+   */
+  public async isAvailable(): Promise<boolean> {
+    try {
+      // Test with Apple's well-known CIK
+      const url = `${this.baseUrl}/companyfacts/CIK0000320193.json`;
+
+      const response = await plugins.smartrequest.SmartRequest.create()
+        .url(url)
+        .headers({
+          'User-Agent': this.userAgent,
+          'Accept': 'application/json'
+        })
+        .timeout(5000)
+        .get();
+
+      const data = await response.json();
+      return data && data.facts !== undefined;
+    } catch (error) {
+      this.logger.warn('SEC EDGAR provider is not available:', error);
+      return false;
+    }
+  }
+
+  /**
+   * Get cache statistics
+   */
+  public getCacheStats(): {
+    cikCacheSize: number;
+    hasTickerList: boolean;
+  } {
+    return {
+      cikCacheSize: this.cikCache.size,
+      hasTickerList: this.tickerListCache !== null
+    };
+  }
+
+  /**
+   * Clear all caches
+   */
+  public clearCache(): void {
+    this.cikCache.clear();
+    this.tickerListCache = null;
+    this.logger.log('SEC EDGAR cache cleared');
+  }
+}