3.2.0

changelog.md

@@ -1,5 +1,39 @@
 # Changelog
 
+## 2025-11-01 - 3.2.0 - feat(StockDataService)
+Add unified StockDataService and BaseProviderService with new stockdata interfaces, provider integrations, tests and README updates
+
+- Introduce StockDataService: unified API to fetch prices and fundamentals with automatic enrichment and caching
+- Add IStockData and IStockDataServiceConfig interfaces to define combined price+fundamentals payloads and configuration
+- Implement BaseProviderService abstraction to share provider registration, health, stats and caching logic
+- Add classes.stockdataservice.ts implementing batch/single fetch, enrichment, caching, health checks and provider stats
+- Export new stockdata module and classes from ts/stocks/index.ts
+- Add comprehensive tests: test/test.stockdata.service.node.ts to cover setup, provider registration, fetching, caching, enrichment, health and error handling
+- Update README with Unified Stock Data API examples, usage, and documentation reflecting new unified service
+- Minor infra: add .claude/settings.local.json permissions for local tooling and web fetch domains
+
+## 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
+
+- Replace legacy provider methods (fetchPrice/fetchPrices) with a single fetchData(request: IStockDataRequest) on IStockProvider — providers must be migrated to the new signature.
+- Migrate StockPriceService to the unified getData(request: IStockDataRequest) API. Convenience helpers getPrice/getPrices now wrap getData.
+- Add companyName and companyFullName fields to IStockPrice and populate them in provider mappings (Marketstack mapping updated; Yahoo provider updated to support the unified API).
+- MarketstackProvider: added buildCompanyFullName helper and improved mapping to include company identification fields and full name formatting.
+- YahooFinanceProvider: updated to implement fetchData and to route current/batch requests through the new unified request types; historical/intraday throw explicit errors.
+- Updated tests to exercise the new unified API, company-name enrichment, caching behavior, and provider direct methods.
+- Note: This is a breaking change for external providers and integrations that implemented the old fetchPrice/fetchPrices API. Bump major version.
+
 ## 2025-10-31 - 2.1.0 - feat(stocks)
 Add unified stock data API (getData) with historical/OHLCV support, smart caching and provider enhancements
 

package.json

@@ -1,6 +1,6 @@
 {
   "name": "@fin.cx/opendata",
-  "version": "2.1.0",
+  "version": "3.2.0",
   "private": false,
   "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.",
   "main": "dist_ts/index.js",

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.marketstack.node.ts

@@ -151,7 +151,7 @@ tap.test('should handle invalid ticker gracefully', async () => {
     await stockService.getPrice({ ticker: invalidTicker });
     throw new Error('Should have thrown an error for invalid ticker');
   } catch (error) {
-    expect(error.message).toInclude('Failed to fetch price');
+    expect(error.message).toInclude('Failed to fetch');
     console.log('✓ Invalid ticker handled correctly');
   }
 });
@@ -215,19 +215,20 @@ tap.test('should test direct provider methods', async () => {
   expect(available).toEqual(true);
   console.log('  ✓ isAvailable() returned true');
 
-  // Test fetchPrice directly
-  const price = await marketstackProvider.fetchPrice({ ticker: 'MSFT' });
+  // Test fetchData for single ticker
+  const price = await marketstackProvider.fetchData({ type: 'current', ticker: 'MSFT' }) as opendata.IStockPrice;
   expect(price.ticker).toEqual('MSFT');
   expect(price.provider).toEqual('Marketstack');
   expect(price.price).toBeGreaterThan(0);
-  console.log(`  ✓ fetchPrice() for MSFT: $${price.price}`);
+  console.log(`  ✓ fetchData (current) for MSFT: $${price.price}`);
 
-  // Test fetchPrices directly
-  const prices = await marketstackProvider.fetchPrices({
+  // Test fetchData for batch
+  const prices = await marketstackProvider.fetchData({
+    type: 'batch',
     tickers: ['AAPL', 'GOOGL']
-  });
+  }) as opendata.IStockPrice[];
   expect(prices.length).toBeGreaterThan(0);
-  console.log(`  ✓ fetchPrices() returned ${prices.length} prices`);
+  console.log(`  ✓ fetchData (batch) returned ${prices.length} prices`);
 
   for (const p of prices) {
     console.log(`    ${p.ticker}: $${p.price}`);
@@ -252,9 +253,10 @@ tap.test('should fetch sample EOD data', async () => {
   ];
 
   try {
-    const prices = await marketstackProvider.fetchPrices({
+    const prices = await marketstackProvider.fetchData({
+      type: 'batch',
       tickers: sampleTickers.map(t => t.ticker)
-    });
+    }) as opendata.IStockPrice[];
 
     const priceMap = new Map(prices.map(p => [p.ticker, p]));
 
@@ -452,4 +454,119 @@ tap.test('should verify smart caching with historical data', async () => {
   console.log(`✓ Speed improvement: ${Math.round((duration1 / duration2) * 10) / 10}x faster`);
 });
 
+// Company Name Feature Tests
+
+tap.test('should include company name in single price request', async () => {
+  if (!marketstackProvider) {
+    console.log('⚠️  Skipping - Marketstack provider not initialized');
+    return;
+  }
+
+  console.log('\n🏢 Testing Company Name Feature: Single Request');
+
+  const price = await stockService.getPrice({ ticker: 'AAPL' });
+
+  expect(price.companyName).not.toEqual(undefined);
+  expect(typeof price.companyName).toEqual('string');
+  expect(price.companyName).toInclude('Apple');
+
+  console.log(`✓ Company name retrieved: "${price.companyName}"`);
+  console.log(`  Ticker: ${price.ticker}`);
+  console.log(`  Price: $${price.price}`);
+  console.log(`  Company: ${price.companyName}`);
+});
+
+tap.test('should include company names in batch price request', async () => {
+  if (!marketstackProvider) {
+    console.log('⚠️  Skipping - Marketstack provider not initialized');
+    return;
+  }
+
+  console.log('\n🏢 Testing Company Name Feature: Batch Request');
+
+  const prices = await stockService.getPrices({
+    tickers: ['AAPL', 'MSFT', 'GOOGL']
+  });
+
+  expect(prices).toBeArray();
+  expect(prices.length).toBeGreaterThan(0);
+
+  console.log(`✓ Fetched ${prices.length} prices with company names:`);
+
+  for (const price of prices) {
+    expect(price.companyName).not.toEqual(undefined);
+    expect(typeof price.companyName).toEqual('string');
+    console.log(`  ${price.ticker.padEnd(6)} - ${price.companyName}`);
+  }
+});
+
+tap.test('should include company name in historical data', async () => {
+  if (!marketstackProvider) {
+    console.log('⚠️  Skipping - Marketstack provider not initialized');
+    return;
+  }
+
+  console.log('\n🏢 Testing Company Name Feature: Historical Data');
+
+  const prices = await stockService.getData({
+    type: 'historical',
+    ticker: 'TSLA',
+    from: new Date('2025-10-01'),
+    to: new Date('2025-10-05')
+  });
+
+  expect(prices).toBeArray();
+  const historicalPrices = prices as opendata.IStockPrice[];
+  expect(historicalPrices.length).toBeGreaterThan(0);
+
+  // All historical records should have the same company name
+  for (const price of historicalPrices) {
+    expect(price.companyName).not.toEqual(undefined);
+    expect(typeof price.companyName).toEqual('string');
+  }
+
+  const firstPrice = historicalPrices[0];
+  console.log(`✓ Historical records include company name: "${firstPrice.companyName}"`);
+  console.log(`  Ticker: ${firstPrice.ticker}`);
+  console.log(`  Records: ${historicalPrices.length}`);
+  console.log(`  Date range: ${historicalPrices[historicalPrices.length - 1].timestamp.toISOString().split('T')[0]} to ${firstPrice.timestamp.toISOString().split('T')[0]}`);
+});
+
+tap.test('should verify company name is included with zero extra API calls', async () => {
+  if (!marketstackProvider) {
+    console.log('⚠️  Skipping - Marketstack provider not initialized');
+    return;
+  }
+
+  console.log('\n⚡ Testing Company Name Efficiency: Zero Extra API Calls');
+
+  // Clear cache to ensure we're making fresh API calls
+  stockService.clearCache();
+
+  // Single request timing
+  const start1 = Date.now();
+  const singlePrice = await stockService.getPrice({ ticker: 'AMZN' });
+  const duration1 = Date.now() - start1;
+
+  expect(singlePrice.companyName).not.toEqual(undefined);
+
+  // Batch request timing
+  stockService.clearCache();
+  const start2 = Date.now();
+  const batchPrices = await stockService.getPrices({ tickers: ['NVDA', 'AMD', 'INTC'] });
+  const duration2 = Date.now() - start2;
+
+  for (const price of batchPrices) {
+    expect(price.companyName).not.toEqual(undefined);
+  }
+
+  console.log(`✓ Single request (with company name): ${duration1}ms`);
+  console.log(`✓ Batch request (with company names): ${duration2}ms`);
+  console.log(`✓ Company names included in standard EOD response - zero extra calls!`);
+  console.log(`  Single: ${singlePrice.ticker} - "${singlePrice.companyName}"`);
+  for (const price of batchPrices) {
+    console.log(`  Batch:  ${price.ticker} - "${price.companyName}"`);
+  }
+});
+
 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();

test/test.stockdata.service.node.ts

@@ -0,0 +1,418 @@
+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('StockDataService - Basic Setup', async () => {
+  await tap.test('should create StockDataService instance', async () => {
+    const service = new opendata.StockDataService({
+      cache: {
+        priceTTL: 60000, // 1 minute for testing
+        fundamentalsTTL: 120000, // 2 minutes for testing
+        maxEntries: 100
+      }
+    });
+
+    expect(service).toBeInstanceOf(opendata.StockDataService);
+
+    const stats = service.getCacheStats();
+    expect(stats.priceCache.ttl).toEqual(60000);
+    expect(stats.fundamentalsCache.ttl).toEqual(120000);
+    expect(stats.maxEntries).toEqual(100);
+  });
+});
+
+tap.test('StockDataService - Provider Registration', async () => {
+  const service = new opendata.StockDataService();
+
+  await tap.test('should register price provider', async () => {
+    const yahooProvider = new opendata.YahooFinanceProvider();
+    service.registerPriceProvider(yahooProvider);
+
+    const providers = service.getPriceProviders();
+    expect(providers.length).toEqual(1);
+    expect(providers[0].name).toEqual('Yahoo Finance');
+  });
+
+  await tap.test('should register fundamentals provider', async () => {
+    const secProvider = new opendata.SecEdgarProvider({
+      userAgent: TEST_USER_AGENT
+    });
+    service.registerFundamentalsProvider(secProvider);
+
+    const providers = service.getFundamentalsProviders();
+    expect(providers.length).toEqual(1);
+    expect(providers[0].name).toEqual('SEC EDGAR');
+  });
+
+  await tap.test('should unregister providers', async () => {
+    service.unregisterPriceProvider('Yahoo Finance');
+    service.unregisterFundamentalsProvider('SEC EDGAR');
+
+    expect(service.getPriceProviders().length).toEqual(0);
+    expect(service.getFundamentalsProviders().length).toEqual(0);
+  });
+});
+
+tap.test('StockDataService - Price Fetching', async () => {
+  const service = new opendata.StockDataService();
+  const yahooProvider = new opendata.YahooFinanceProvider();
+  service.registerPriceProvider(yahooProvider);
+
+  await tap.test('should fetch single price', async () => {
+    const price = await service.getPrice('AAPL');
+
+    expect(price).toBeDefined();
+    expect(price.ticker).toEqual('AAPL');
+    expect(price.price).toBeGreaterThan(0);
+    expect(price.provider).toEqual('Yahoo Finance');
+    expect(price.timestamp).toBeInstanceOf(Date);
+
+    console.log(`\n💵 Single Price: ${price.ticker} = $${price.price.toFixed(2)}`);
+  });
+
+  await tap.test('should fetch batch prices', async () => {
+    const prices = await service.getPrices(['AAPL', 'MSFT', 'GOOGL']);
+
+    expect(prices).toBeInstanceOf(Array);
+    expect(prices.length).toBeGreaterThan(0);
+    expect(prices.length).toBeLessThanOrEqual(3);
+
+    console.log('\n💵 Batch Prices:');
+    prices.forEach(p => {
+      console.log(`  ${p.ticker}: $${p.price.toFixed(2)}`);
+    });
+  });
+
+  await tap.test('should cache prices', async () => {
+    // Clear cache
+    service.clearCache();
+
+    const stats1 = service.getCacheStats();
+    expect(stats1.priceCache.size).toEqual(0);
+
+    // Fetch price (should hit API)
+    const start1 = Date.now();
+    await service.getPrice('AAPL');
+    const duration1 = Date.now() - start1;
+
+    const stats2 = service.getCacheStats();
+    expect(stats2.priceCache.size).toEqual(1);
+
+    // Fetch again (should hit cache - much faster)
+    const start2 = Date.now();
+    await service.getPrice('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`);
+  });
+});
+
+tap.test('StockDataService - Fundamentals Fetching', async () => {
+  const service = new opendata.StockDataService();
+  const secProvider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+  service.registerFundamentalsProvider(secProvider);
+
+  await tap.test('should fetch single fundamentals', 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📊 Single Fundamentals:');
+    console.log(`  ${fundamentals.ticker}: ${fundamentals.companyName}`);
+    console.log(`  EPS: $${fundamentals.earningsPerShareDiluted?.toFixed(2)}`);
+    console.log(`  Shares: ${(fundamentals.sharesOutstanding! / 1_000_000_000).toFixed(2)}B`);
+  });
+
+  await tap.test('should fetch batch fundamentals', async () => {
+    const fundamentals = await service.getBatchFundamentals(['AAPL', 'MSFT']);
+
+    expect(fundamentals).toBeInstanceOf(Array);
+    expect(fundamentals.length).toEqual(2);
+
+    console.log('\n📊 Batch Fundamentals:');
+    fundamentals.forEach(f => {
+      console.log(`  ${f.ticker}: ${f.companyName} - EPS: $${f.earningsPerShareDiluted?.toFixed(2)}`);
+    });
+  });
+
+  await tap.test('should cache fundamentals', async () => {
+    // Clear cache
+    service.clearCache();
+
+    const stats1 = service.getCacheStats();
+    expect(stats1.fundamentalsCache.size).toEqual(0);
+
+    // Fetch fundamentals (should hit API)
+    await service.getFundamentals('AAPL');
+
+    const stats2 = service.getCacheStats();
+    expect(stats2.fundamentalsCache.size).toEqual(1);
+  });
+});
+
+tap.test('StockDataService - Complete Stock Data', async () => {
+  const service = new opendata.StockDataService();
+
+  // Register both providers
+  const yahooProvider = new opendata.YahooFinanceProvider();
+  const secProvider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.registerPriceProvider(yahooProvider);
+  service.registerFundamentalsProvider(secProvider);
+
+  await tap.test('should fetch complete stock data with string', async () => {
+    const data = await service.getStockData('AAPL');
+
+    expect(data).toBeDefined();
+    expect(data.ticker).toEqual('AAPL');
+    expect(data.price).toBeDefined();
+    expect(data.price.ticker).toEqual('AAPL');
+    expect(data.fundamentals).toBeDefined();
+    expect(data.fundamentals?.ticker).toEqual('AAPL');
+    expect(data.fetchedAt).toBeInstanceOf(Date);
+
+    // Check automatic enrichment
+    expect(data.fundamentals?.marketCap).toBeDefined();
+    expect(data.fundamentals?.priceToEarnings).toBeDefined();
+    expect(data.fundamentals?.marketCap).toBeGreaterThan(0);
+    expect(data.fundamentals?.priceToEarnings).toBeGreaterThan(0);
+
+    console.log('\n✨ Complete Stock Data (Auto-Enriched):');
+    console.log(`  ${data.ticker}: ${data.fundamentals?.companyName}`);
+    console.log(`  Price: $${data.price.price.toFixed(2)}`);
+    console.log(`  Market Cap: $${(data.fundamentals!.marketCap! / 1_000_000_000_000).toFixed(2)}T`);
+    console.log(`  P/E Ratio: ${data.fundamentals!.priceToEarnings!.toFixed(2)}`);
+  });
+
+  await tap.test('should fetch complete stock data with request object', async () => {
+    const data = await service.getStockData({
+      ticker: 'MSFT',
+      includeFundamentals: true,
+      enrichFundamentals: true
+    });
+
+    expect(data).toBeDefined();
+    expect(data.ticker).toEqual('MSFT');
+    expect(data.price).toBeDefined();
+    expect(data.fundamentals).toBeDefined();
+    expect(data.fundamentals?.marketCap).toBeDefined();
+    expect(data.fundamentals?.priceToEarnings).toBeDefined();
+  });
+
+  await tap.test('should fetch complete stock data without fundamentals', async () => {
+    const data = await service.getStockData({
+      ticker: 'GOOGL',
+      includeFundamentals: false
+    });
+
+    expect(data).toBeDefined();
+    expect(data.ticker).toEqual('GOOGL');
+    expect(data.price).toBeDefined();
+    expect(data.fundamentals).toBeUndefined();
+  });
+
+  await tap.test('should handle fundamentals fetch failure gracefully', async () => {
+    // Try a ticker that might not have fundamentals
+    const data = await service.getStockData({
+      ticker: 'BTC-USD', // Crypto - no SEC filings
+      includeFundamentals: true
+    });
+
+    expect(data).toBeDefined();
+    expect(data.price).toBeDefined();
+    // Fundamentals might be undefined due to error
+    console.log(`\n⚠️  ${data.ticker} - Price available, Fundamentals: ${data.fundamentals ? 'Yes' : 'No'}`);
+  });
+});
+
+tap.test('StockDataService - Batch Complete Stock Data', async () => {
+  const service = new opendata.StockDataService();
+
+  const yahooProvider = new opendata.YahooFinanceProvider();
+  const secProvider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.registerPriceProvider(yahooProvider);
+  service.registerFundamentalsProvider(secProvider);
+
+  await tap.test('should fetch batch complete data with array', async () => {
+    const data = await service.getBatchStockData(['AAPL', 'MSFT']);
+
+    expect(data).toBeInstanceOf(Array);
+    expect(data.length).toEqual(2);
+
+    data.forEach(stock => {
+      expect(stock.ticker).toBeDefined();
+      expect(stock.price).toBeDefined();
+      expect(stock.fundamentals).toBeDefined();
+      expect(stock.fundamentals?.marketCap).toBeGreaterThan(0);
+      expect(stock.fundamentals?.priceToEarnings).toBeGreaterThan(0);
+    });
+
+    console.log('\n✨ Batch Complete Data:');
+    data.forEach(stock => {
+      console.log(`  ${stock.ticker}: Price $${stock.price.price.toFixed(2)}, P/E ${stock.fundamentals!.priceToEarnings!.toFixed(2)}`);
+    });
+  });
+
+  await tap.test('should fetch batch complete data with request object', async () => {
+    const data = await service.getBatchStockData({
+      tickers: ['AAPL', 'GOOGL'],
+      includeFundamentals: true,
+      enrichFundamentals: true
+    });
+
+    expect(data).toBeInstanceOf(Array);
+    expect(data.length).toEqual(2);
+
+    data.forEach(stock => {
+      expect(stock.fundamentals?.marketCap).toBeGreaterThan(0);
+    });
+  });
+
+  await tap.test('should fetch batch without enrichment', async () => {
+    const data = await service.getBatchStockData({
+      tickers: ['AAPL', 'MSFT'],
+      includeFundamentals: true,
+      enrichFundamentals: false
+    });
+
+    expect(data).toBeInstanceOf(Array);
+
+    // Check that fundamentals exist but enrichment might not be complete
+    data.forEach(stock => {
+      if (stock.fundamentals) {
+        expect(stock.fundamentals.ticker).toBeDefined();
+        expect(stock.fundamentals.companyName).toBeDefined();
+      }
+    });
+  });
+});
+
+tap.test('StockDataService - Health & Statistics', async () => {
+  const service = new opendata.StockDataService();
+
+  const yahooProvider = new opendata.YahooFinanceProvider();
+  const secProvider = new opendata.SecEdgarProvider({
+    userAgent: TEST_USER_AGENT
+  });
+
+  service.registerPriceProvider(yahooProvider);
+  service.registerFundamentalsProvider(secProvider);
+
+  await tap.test('should check providers health', async () => {
+    const health = await service.checkProvidersHealth();
+
+    expect(health.size).toEqual(2);
+    expect(health.get('Yahoo Finance (price)')).toBe(true);
+    expect(health.get('SEC EDGAR (fundamentals)')).toBe(true);
+
+    console.log('\n💚 Provider Health:');
+    health.forEach((isHealthy, name) => {
+      console.log(`  ${name}: ${isHealthy ? '✅ Healthy' : '❌ Unhealthy'}`);
+    });
+  });
+
+  await tap.test('should track provider statistics', async () => {
+    // Make some requests to generate stats
+    await service.getPrice('AAPL');
+    await service.getFundamentals('AAPL');
+
+    const stats = service.getProviderStats();
+
+    expect(stats.size).toEqual(2);
+
+    const yahooStats = stats.get('Yahoo Finance');
+    expect(yahooStats).toBeDefined();
+    expect(yahooStats!.type).toEqual('price');
+    expect(yahooStats!.successCount).toBeGreaterThan(0);
+
+    const secStats = stats.get('SEC EDGAR');
+    expect(secStats).toBeDefined();
+    expect(secStats!.type).toEqual('fundamentals');
+    expect(secStats!.successCount).toBeGreaterThan(0);
+
+    console.log('\n📈 Provider Statistics:');
+    stats.forEach((stat, name) => {
+      console.log(`  ${name} (${stat.type}): Success=${stat.successCount}, Errors=${stat.errorCount}`);
+    });
+  });
+
+  await tap.test('should clear all caches', async () => {
+    service.clearCache();
+
+    const stats = service.getCacheStats();
+    expect(stats.priceCache.size).toEqual(0);
+    expect(stats.fundamentalsCache.size).toEqual(0);
+  });
+});
+
+tap.test('StockDataService - Error Handling', async () => {
+  await tap.test('should throw error when no price provider available', async () => {
+    const service = new opendata.StockDataService();
+
+    try {
+      await service.getPrice('AAPL');
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('No price providers available');
+    }
+  });
+
+  await tap.test('should throw error when no fundamentals provider available', async () => {
+    const service = new opendata.StockDataService();
+
+    try {
+      await service.getFundamentals('AAPL');
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('No fundamentals providers available');
+    }
+  });
+
+  await tap.test('should handle invalid ticker for price', async () => {
+    const service = new opendata.StockDataService();
+    const yahooProvider = new opendata.YahooFinanceProvider();
+    service.registerPriceProvider(yahooProvider);
+
+    try {
+      await service.getPrice('INVALIDTICKER123456');
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('Failed to fetch price');
+    }
+  });
+
+  await tap.test('should handle invalid ticker for fundamentals', async () => {
+    const service = new opendata.StockDataService();
+    const secProvider = new opendata.SecEdgarProvider({
+      userAgent: TEST_USER_AGENT
+    });
+    service.registerFundamentalsProvider(secProvider);
+
+    try {
+      await service.getFundamentals('INVALIDTICKER123456');
+      throw new Error('Should have thrown error');
+    } catch (error) {
+      expect(error.message).toContain('CIK not found');
+    }
+  });
+});
+
+export default tap.start();

ts/00_commitinfo_data.ts

@@ -3,6 +3,6 @@
  */
 export const commitinfo = {
   name: '@fin.cx/opendata',
-  version: '2.1.0',
+  version: '3.2.0',
   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.baseproviderservice.ts

@@ -0,0 +1,296 @@
+import * as plugins from '../plugins.js';
+
+/**
+ * Base provider entry for tracking provider state
+ */
+export interface IBaseProviderEntry<TProvider> {
+  provider: TProvider;
+  config: IBaseProviderConfig;
+  lastError?: Error;
+  lastErrorTime?: Date;
+  successCount: number;
+  errorCount: number;
+}
+
+/**
+ * Base provider configuration
+ */
+export interface IBaseProviderConfig {
+  enabled: boolean;
+  priority: number;
+  timeout?: number;
+  retryAttempts?: number;
+  retryDelay?: number;
+  cacheTTL?: number;
+}
+
+/**
+ * Base provider interface
+ */
+export interface IBaseProvider {
+  name: string;
+  priority: number;
+  isAvailable(): Promise<boolean>;
+  readonly requiresAuth: boolean;
+  readonly rateLimit?: {
+    requestsPerMinute: number;
+    requestsPerDay?: number;
+  };
+}
+
+/**
+ * Cache entry for any data type
+ */
+export interface IBaseCacheEntry<TData> {
+  data: TData;
+  timestamp: Date;
+  ttl: number;
+}
+
+/**
+ * Base service for managing data providers with caching
+ * Shared logic extracted from StockPriceService and FundamentalsService
+ */
+export abstract class BaseProviderService<TProvider extends IBaseProvider, TData> {
+  protected providers = new Map<string, IBaseProviderEntry<TProvider>>();
+  protected cache = new Map<string, IBaseCacheEntry<TData>>();
+  protected logger = console;
+
+  protected cacheConfig = {
+    ttl: 60000, // Default 60 seconds
+    maxEntries: 10000
+  };
+
+  constructor(cacheConfig?: { ttl?: number; maxEntries?: number }) {
+    if (cacheConfig) {
+      this.cacheConfig = { ...this.cacheConfig, ...cacheConfig };
+    }
+  }
+
+  /**
+   * Register a provider
+   */
+  public register(provider: TProvider, config?: Partial<IBaseProviderConfig>): void {
+    const defaultConfig: IBaseProviderConfig = {
+      enabled: true,
+      priority: provider.priority,
+      timeout: 30000,
+      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 provider: ${provider.name}`);
+  }
+
+  /**
+   * Unregister a provider
+   */
+  public unregister(providerName: string): void {
+    this.providers.delete(providerName);
+    console.log(`Unregistered provider: ${providerName}`);
+  }
+
+  /**
+   * Get a specific provider by name
+   */
+  public getProvider(name: string): TProvider | undefined {
+    return this.providers.get(name)?.provider;
+  }
+
+  /**
+   * Get all registered providers
+   */
+  public getAllProviders(): TProvider[] {
+    return Array.from(this.providers.values()).map(entry => entry.provider);
+  }
+
+  /**
+   * Get enabled providers sorted by priority
+   */
+  public getEnabledProviders(): TProvider[] {
+    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);
+  }
+
+  /**
+   * 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('Cache cleared');
+  }
+
+  /**
+   * Set cache TTL
+   */
+  public setCacheTTL(ttl: number): void {
+    this.cacheConfig.ttl = ttl;
+    console.log(`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
+   */
+  protected async fetchWithRetry<T>(
+    fetchFn: () => Promise<T>,
+    config: IBaseProviderConfig
+  ): 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');
+  }
+
+  /**
+   * Get from cache if not expired
+   */
+  protected getFromCache(key: string): TData | 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.data;
+  }
+
+  /**
+   * Add to cache with TTL
+   */
+  protected addToCache(key: string, data: TData, 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, {
+      data,
+      timestamp: new Date(),
+      ttl: ttl || this.cacheConfig.ttl
+    });
+  }
+
+  /**
+   * Track successful fetch for provider
+   */
+  protected trackSuccess(providerName: string): void {
+    const entry = this.providers.get(providerName);
+    if (entry) {
+      entry.successCount++;
+    }
+  }
+
+  /**
+   * Track failed fetch for provider
+   */
+  protected trackError(providerName: string, error: Error): void {
+    const entry = this.providers.get(providerName);
+    if (entry) {
+      entry.errorCount++;
+      entry.lastError = error;
+      entry.lastErrorTime = new Date();
+    }
+  }
+}

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/classes.stockdataservice.ts

@@ -0,0 +1,647 @@
+import * as plugins from '../plugins.js';
+import type { IStockProvider, IProviderConfig } from './interfaces/provider.js';
+import type { IFundamentalsProvider, IFundamentalsProviderConfig, IStockFundamentals } from './interfaces/fundamentals.js';
+import type { IStockPrice, IStockDataRequest as IPriceRequest } from './interfaces/stockprice.js';
+import type { IStockData, IStockDataServiceConfig, ICompleteStockDataRequest, ICompleteStockDataBatchRequest } from './interfaces/stockdata.js';
+
+interface IProviderEntry<T> {
+  provider: T;
+  config: IProviderConfig | IFundamentalsProviderConfig;
+  lastError?: Error;
+  lastErrorTime?: Date;
+  successCount: number;
+  errorCount: number;
+}
+
+interface ICacheEntry<T> {
+  data: T;
+  timestamp: Date;
+  ttl: number;
+}
+
+/**
+ * Unified service for managing both stock prices and fundamentals
+ * Provides automatic enrichment and convenient combined data access
+ */
+export class StockDataService {
+  private priceProviders = new Map<string, IProviderEntry<IStockProvider>>();
+  private fundamentalsProviders = new Map<string, IProviderEntry<IFundamentalsProvider>>();
+
+  private priceCache = new Map<string, ICacheEntry<IStockPrice | IStockPrice[]>>();
+  private fundamentalsCache = new Map<string, ICacheEntry<IStockFundamentals | IStockFundamentals[]>>();
+
+  private logger = console;
+
+  private config: Required<IStockDataServiceConfig> = {
+    cache: {
+      priceTTL: 24 * 60 * 60 * 1000, // 24 hours
+      fundamentalsTTL: 90 * 24 * 60 * 60 * 1000, // 90 days
+      maxEntries: 10000
+    },
+    timeout: {
+      price: 10000, // 10 seconds
+      fundamentals: 30000 // 30 seconds
+    }
+  };
+
+  constructor(config?: IStockDataServiceConfig) {
+    if (config) {
+      this.config = {
+        cache: { ...this.config.cache, ...config.cache },
+        timeout: { ...this.config.timeout, ...config.timeout }
+      };
+    }
+  }
+
+  // ========== Provider Management ==========
+
+  /**
+   * Register a price provider
+   */
+  public registerPriceProvider(provider: IStockProvider, config?: IProviderConfig): void {
+    const defaultConfig: IProviderConfig = {
+      enabled: true,
+      priority: provider.priority,
+      timeout: this.config.timeout.price,
+      retryAttempts: 2,
+      retryDelay: 1000
+    };
+
+    const mergedConfig = { ...defaultConfig, ...config };
+
+    this.priceProviders.set(provider.name, {
+      provider,
+      config: mergedConfig,
+      successCount: 0,
+      errorCount: 0
+    });
+
+    console.log(`Registered price provider: ${provider.name}`);
+  }
+
+  /**
+   * Register a fundamentals provider
+   */
+  public registerFundamentalsProvider(
+    provider: IFundamentalsProvider,
+    config?: IFundamentalsProviderConfig
+  ): void {
+    const defaultConfig: IFundamentalsProviderConfig = {
+      enabled: true,
+      priority: provider.priority,
+      timeout: this.config.timeout.fundamentals,
+      retryAttempts: 2,
+      retryDelay: 1000,
+      cacheTTL: this.config.cache.fundamentalsTTL
+    };
+
+    const mergedConfig = { ...defaultConfig, ...config };
+
+    this.fundamentalsProviders.set(provider.name, {
+      provider,
+      config: mergedConfig,
+      successCount: 0,
+      errorCount: 0
+    });
+
+    console.log(`Registered fundamentals provider: ${provider.name}`);
+  }
+
+  /**
+   * Unregister a price provider
+   */
+  public unregisterPriceProvider(providerName: string): void {
+    this.priceProviders.delete(providerName);
+    console.log(`Unregistered price provider: ${providerName}`);
+  }
+
+  /**
+   * Unregister a fundamentals provider
+   */
+  public unregisterFundamentalsProvider(providerName: string): void {
+    this.fundamentalsProviders.delete(providerName);
+    console.log(`Unregistered fundamentals provider: ${providerName}`);
+  }
+
+  /**
+   * Get all registered price providers
+   */
+  public getPriceProviders(): IStockProvider[] {
+    return Array.from(this.priceProviders.values()).map(entry => entry.provider);
+  }
+
+  /**
+   * Get all registered fundamentals providers
+   */
+  public getFundamentalsProviders(): IFundamentalsProvider[] {
+    return Array.from(this.fundamentalsProviders.values()).map(entry => entry.provider);
+  }
+
+  /**
+   * Get enabled price providers sorted by priority
+   */
+  private getEnabledPriceProviders(): IStockProvider[] {
+    return Array.from(this.priceProviders.values())
+      .filter(entry => entry.config.enabled)
+      .sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
+      .map(entry => entry.provider);
+  }
+
+  /**
+   * Get enabled fundamentals providers sorted by priority
+   */
+  private getEnabledFundamentalsProviders(): IFundamentalsProvider[] {
+    return Array.from(this.fundamentalsProviders.values())
+      .filter(entry => entry.config.enabled)
+      .sort((a, b) => (b.config.priority || 0) - (a.config.priority || 0))
+      .map(entry => entry.provider);
+  }
+
+  // ========== Data Fetching Methods ==========
+
+  /**
+   * Get current price for a single ticker
+   */
+  public async getPrice(ticker: string): Promise<IStockPrice> {
+    const cacheKey = `price:${ticker}`;
+    const cached = this.getFromCache(this.priceCache, cacheKey);
+
+    if (cached) {
+      console.log(`Cache hit for price: ${ticker}`);
+      return cached as IStockPrice;
+    }
+
+    const providers = this.getEnabledPriceProviders();
+    if (providers.length === 0) {
+      throw new Error('No price providers available');
+    }
+
+    let lastError: Error | undefined;
+
+    for (const provider of providers) {
+      const entry = this.priceProviders.get(provider.name)!;
+
+      try {
+        const result = await this.fetchWithRetry(
+          () => provider.fetchData({ type: 'current', ticker }),
+          entry.config
+        );
+
+        entry.successCount++;
+
+        const price = result as IStockPrice;
+        this.addToCache(this.priceCache, cacheKey, price, this.config.cache.priceTTL);
+
+        console.log(`Successfully fetched price for ${ticker} from ${provider.name}`);
+        return price;
+      } catch (error) {
+        entry.errorCount++;
+        entry.lastError = error as Error;
+        entry.lastErrorTime = new Date();
+        lastError = error as Error;
+
+        console.warn(`Provider ${provider.name} failed for ${ticker}: ${error.message}`);
+      }
+    }
+
+    throw new Error(
+      `Failed to fetch price for ${ticker} from all providers. Last error: ${lastError?.message}`
+    );
+  }
+
+  /**
+   * Get current prices for multiple tickers
+   */
+  public async getPrices(tickers: string[]): Promise<IStockPrice[]> {
+    const cacheKey = `prices:${tickers.sort().join(',')}`;
+    const cached = this.getFromCache(this.priceCache, cacheKey);
+
+    if (cached) {
+      console.log(`Cache hit for prices: ${tickers.length} tickers`);
+      return cached as IStockPrice[];
+    }
+
+    const providers = this.getEnabledPriceProviders();
+    if (providers.length === 0) {
+      throw new Error('No price providers available');
+    }
+
+    let lastError: Error | undefined;
+
+    for (const provider of providers) {
+      const entry = this.priceProviders.get(provider.name)!;
+
+      try {
+        const result = await this.fetchWithRetry(
+          () => provider.fetchData({ type: 'batch', tickers }),
+          entry.config
+        );
+
+        entry.successCount++;
+
+        const prices = result as IStockPrice[];
+        this.addToCache(this.priceCache, cacheKey, prices, this.config.cache.priceTTL);
+
+        console.log(`Successfully fetched ${prices.length} prices from ${provider.name}`);
+        return prices;
+      } catch (error) {
+        entry.errorCount++;
+        entry.lastError = error as Error;
+        entry.lastErrorTime = new Date();
+        lastError = error as Error;
+
+        console.warn(`Provider ${provider.name} failed for batch prices: ${error.message}`);
+      }
+    }
+
+    throw new Error(
+      `Failed to fetch prices for ${tickers.length} tickers from all providers. Last error: ${lastError?.message}`
+    );
+  }
+
+  /**
+   * Get fundamentals for a single ticker
+   */
+  public async getFundamentals(ticker: string): Promise<IStockFundamentals> {
+    const cacheKey = `fundamentals:${ticker}`;
+    const cached = this.getFromCache(this.fundamentalsCache, cacheKey);
+
+    if (cached) {
+      console.log(`Cache hit for fundamentals: ${ticker}`);
+      return cached as IStockFundamentals;
+    }
+
+    const providers = this.getEnabledFundamentalsProviders();
+    if (providers.length === 0) {
+      throw new Error('No fundamentals providers available');
+    }
+
+    let lastError: Error | undefined;
+
+    for (const provider of providers) {
+      const entry = this.fundamentalsProviders.get(provider.name)!;
+
+      try {
+        const result = await this.fetchWithRetry(
+          () => provider.fetchData({ type: 'fundamentals-current', ticker }),
+          entry.config
+        );
+
+        entry.successCount++;
+
+        const fundamentals = result as IStockFundamentals;
+        const ttl = (entry.config as IFundamentalsProviderConfig).cacheTTL || this.config.cache.fundamentalsTTL;
+        this.addToCache(this.fundamentalsCache, cacheKey, fundamentals, ttl);
+
+        console.log(`Successfully fetched fundamentals for ${ticker} from ${provider.name}`);
+        return fundamentals;
+      } catch (error) {
+        entry.errorCount++;
+        entry.lastError = error as Error;
+        entry.lastErrorTime = new Date();
+        lastError = error as Error;
+
+        console.warn(`Provider ${provider.name} failed for ${ticker} fundamentals: ${error.message}`);
+      }
+    }
+
+    throw new Error(
+      `Failed to fetch fundamentals for ${ticker} from all providers. Last error: ${lastError?.message}`
+    );
+  }
+
+  /**
+   * Get fundamentals for multiple tickers
+   */
+  public async getBatchFundamentals(tickers: string[]): Promise<IStockFundamentals[]> {
+    const cacheKey = `fundamentals-batch:${tickers.sort().join(',')}`;
+    const cached = this.getFromCache(this.fundamentalsCache, cacheKey);
+
+    if (cached) {
+      console.log(`Cache hit for batch fundamentals: ${tickers.length} tickers`);
+      return cached as IStockFundamentals[];
+    }
+
+    const providers = this.getEnabledFundamentalsProviders();
+    if (providers.length === 0) {
+      throw new Error('No fundamentals providers available');
+    }
+
+    let lastError: Error | undefined;
+
+    for (const provider of providers) {
+      const entry = this.fundamentalsProviders.get(provider.name)!;
+
+      try {
+        const result = await this.fetchWithRetry(
+          () => provider.fetchData({ type: 'fundamentals-batch', tickers }),
+          entry.config
+        );
+
+        entry.successCount++;
+
+        const fundamentals = result as IStockFundamentals[];
+        const ttl = (entry.config as IFundamentalsProviderConfig).cacheTTL || this.config.cache.fundamentalsTTL;
+        this.addToCache(this.fundamentalsCache, cacheKey, fundamentals, ttl);
+
+        console.log(`Successfully fetched ${fundamentals.length} fundamentals from ${provider.name}`);
+        return fundamentals;
+      } catch (error) {
+        entry.errorCount++;
+        entry.lastError = error as Error;
+        entry.lastErrorTime = new Date();
+        lastError = error as Error;
+
+        console.warn(`Provider ${provider.name} failed for batch fundamentals: ${error.message}`);
+      }
+    }
+
+    throw new Error(
+      `Failed to fetch fundamentals for ${tickers.length} tickers from all providers. Last error: ${lastError?.message}`
+    );
+  }
+
+  /**
+   * ✨ Get complete stock data (price + fundamentals) with automatic enrichment
+   */
+  public async getStockData(request: string | ICompleteStockDataRequest): Promise<IStockData> {
+    const normalizedRequest = typeof request === 'string'
+      ? { ticker: request, includeFundamentals: true, enrichFundamentals: true }
+      : { includeFundamentals: true, enrichFundamentals: true, ...request };
+
+    const price = await this.getPrice(normalizedRequest.ticker);
+
+    let fundamentals: IStockFundamentals | undefined;
+
+    if (normalizedRequest.includeFundamentals) {
+      try {
+        fundamentals = await this.getFundamentals(normalizedRequest.ticker);
+
+        // Enrich fundamentals with price calculations
+        if (normalizedRequest.enrichFundamentals && fundamentals) {
+          fundamentals = this.enrichWithPrice(fundamentals, price.price);
+        }
+      } catch (error) {
+        console.warn(`Failed to fetch fundamentals for ${normalizedRequest.ticker}: ${error.message}`);
+        // Continue without fundamentals
+      }
+    }
+
+    return {
+      ticker: normalizedRequest.ticker,
+      price,
+      fundamentals,
+      fetchedAt: new Date()
+    };
+  }
+
+  /**
+   * ✨ Get complete stock data for multiple tickers with automatic enrichment
+   */
+  public async getBatchStockData(request: string[] | ICompleteStockDataBatchRequest): Promise<IStockData[]> {
+    const normalizedRequest = Array.isArray(request)
+      ? { tickers: request, includeFundamentals: true, enrichFundamentals: true }
+      : { includeFundamentals: true, enrichFundamentals: true, ...request };
+
+    const prices = await this.getPrices(normalizedRequest.tickers);
+    const priceMap = new Map(prices.map(p => [p.ticker, p]));
+
+    let fundamentalsMap = new Map<string, IStockFundamentals>();
+
+    if (normalizedRequest.includeFundamentals) {
+      try {
+        const fundamentals = await this.getBatchFundamentals(normalizedRequest.tickers);
+
+        // Enrich with prices if requested
+        if (normalizedRequest.enrichFundamentals) {
+          for (const fund of fundamentals) {
+            const price = priceMap.get(fund.ticker);
+            if (price) {
+              fundamentalsMap.set(fund.ticker, this.enrichWithPrice(fund, price.price));
+            } else {
+              fundamentalsMap.set(fund.ticker, fund);
+            }
+          }
+        } else {
+          fundamentalsMap = new Map(fundamentals.map(f => [f.ticker, f]));
+        }
+      } catch (error) {
+        console.warn(`Failed to fetch batch fundamentals: ${error.message}`);
+        // Continue without fundamentals
+      }
+    }
+
+    return normalizedRequest.tickers.map(ticker => ({
+      ticker,
+      price: priceMap.get(ticker)!,
+      fundamentals: fundamentalsMap.get(ticker),
+      fetchedAt: new Date()
+    }));
+  }
+
+  // ========== Helper Methods ==========
+
+  /**
+   * Enrich fundamentals with calculated metrics using current price
+   */
+  private enrichWithPrice(fundamentals: IStockFundamentals, price: number): 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;
+  }
+
+  /**
+   * Fetch with retry logic
+   */
+  private async fetchWithRetry<T>(
+    fetchFn: () => Promise<T>,
+    config: IProviderConfig | 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 ${delay}ms`);
+          await plugins.smartdelay.delayFor(delay);
+        }
+      }
+    }
+
+    throw lastError || new Error('Unknown error during fetch');
+  }
+
+  /**
+   * Get from cache if not expired
+   */
+  private getFromCache<T>(cache: Map<string, ICacheEntry<T>>, key: string): T | null {
+    const entry = cache.get(key);
+
+    if (!entry) {
+      return null;
+    }
+
+    // Check if cache entry has expired
+    const age = Date.now() - entry.timestamp.getTime();
+    if (entry.ttl !== Infinity && age > entry.ttl) {
+      cache.delete(key);
+      return null;
+    }
+
+    return entry.data;
+  }
+
+  /**
+   * Add to cache with TTL
+   */
+  private addToCache<T>(cache: Map<string, ICacheEntry<T>>, key: string, data: T, ttl: number): void {
+    // Enforce max entries limit
+    if (cache.size >= this.config.cache.maxEntries) {
+      // Remove oldest entry
+      const oldestKey = cache.keys().next().value;
+      if (oldestKey) {
+        cache.delete(oldestKey);
+      }
+    }
+
+    cache.set(key, {
+      data,
+      timestamp: new Date(),
+      ttl
+    });
+  }
+
+  // ========== Health & Statistics ==========
+
+  /**
+   * Check health of all providers (both price and fundamentals)
+   */
+  public async checkProvidersHealth(): Promise<Map<string, boolean>> {
+    const health = new Map<string, boolean>();
+
+    // Check price providers
+    for (const [name, entry] of this.priceProviders) {
+      if (!entry.config.enabled) {
+        health.set(`${name} (price)`, false);
+        continue;
+      }
+
+      try {
+        const isAvailable = await entry.provider.isAvailable();
+        health.set(`${name} (price)`, isAvailable);
+      } catch (error) {
+        health.set(`${name} (price)`, false);
+        console.error(`Health check failed for ${name}:`, error);
+      }
+    }
+
+    // Check fundamentals providers
+    for (const [name, entry] of this.fundamentalsProviders) {
+      if (!entry.config.enabled) {
+        health.set(`${name} (fundamentals)`, false);
+        continue;
+      }
+
+      try {
+        const isAvailable = await entry.provider.isAvailable();
+        health.set(`${name} (fundamentals)`, isAvailable);
+      } catch (error) {
+        health.set(`${name} (fundamentals)`, false);
+        console.error(`Health check failed for ${name}:`, error);
+      }
+    }
+
+    return health;
+  }
+
+  /**
+   * Get statistics for all providers
+   */
+  public getProviderStats(): Map<
+    string,
+    {
+      type: 'price' | 'fundamentals';
+      successCount: number;
+      errorCount: number;
+      lastError?: string;
+      lastErrorTime?: Date;
+    }
+  > {
+    const stats = new Map();
+
+    // Price provider stats
+    for (const [name, entry] of this.priceProviders) {
+      stats.set(name, {
+        type: 'price',
+        successCount: entry.successCount,
+        errorCount: entry.errorCount,
+        lastError: entry.lastError?.message,
+        lastErrorTime: entry.lastErrorTime
+      });
+    }
+
+    // Fundamentals provider stats
+    for (const [name, entry] of this.fundamentalsProviders) {
+      stats.set(name, {
+        type: 'fundamentals',
+        successCount: entry.successCount,
+        errorCount: entry.errorCount,
+        lastError: entry.lastError?.message,
+        lastErrorTime: entry.lastErrorTime
+      });
+    }
+
+    return stats;
+  }
+
+  /**
+   * Clear all caches
+   */
+  public clearCache(): void {
+    this.priceCache.clear();
+    this.fundamentalsCache.clear();
+    console.log('All caches cleared');
+  }
+
+  /**
+   * Get cache statistics
+   */
+  public getCacheStats(): {
+    priceCache: { size: number; ttl: number };
+    fundamentalsCache: { size: number; ttl: number };
+    maxEntries: number;
+  } {
+    return {
+      priceCache: {
+        size: this.priceCache.size,
+        ttl: this.config.cache.priceTTL
+      },
+      fundamentalsCache: {
+        size: this.fundamentalsCache.size,
+        ttl: this.config.cache.fundamentalsTTL
+      },
+      maxEntries: this.config.cache.maxEntries
+    };
+  }
+}

ts/stocks/classes.stockservice.ts

@@ -2,8 +2,6 @@ import * as plugins from '../plugins.js';
 import type { IStockProvider, IProviderConfig, IProviderRegistry } from './interfaces/provider.js';
 import type {
   IStockPrice,
-  IStockQuoteRequest,
-  IStockBatchQuoteRequest,
   IStockPriceError,
   IStockDataRequest,
   IStockCurrentRequest,
@@ -13,6 +11,15 @@ import type {
   TIntervalType
 } from './interfaces/stockprice.js';
 
+// Simple request interfaces for convenience methods
+interface ISimpleQuoteRequest {
+  ticker: string;
+}
+
+interface ISimpleBatchRequest {
+  tickers: string[];
+}
+
 interface IProviderEntry {
   provider: IStockProvider;
   config: IProviderConfig;
@@ -122,132 +129,26 @@ export class StockPriceService implements IProviderRegistry {
       .map(entry => entry.provider);
   }
 
-  public async getPrice(request: IStockQuoteRequest): Promise<IStockPrice> {
-    const cacheKey = this.getCacheKey(request);
-    const cached = this.getFromCache(cacheKey) as IStockPrice | null;
-
-    if (cached) {
-      console.log(`Cache hit for ${request.ticker}`);
-      return cached;
-    }
-
-    const providers = this.getEnabledProviders();
-    if (providers.length === 0) {
-      throw new Error('No stock price providers available');
-    }
-
-    let lastError: Error | undefined;
-
-    for (const provider of providers) {
-      const entry = this.providers.get(provider.name)!;
-
-      try {
-        const price = await this.fetchWithRetry(
-          () => provider.fetchPrice(request),
-          entry.config
-        );
-
-        entry.successCount++;
-
-        // Use smart TTL based on data type
-        const ttl = this.getCacheTTL(price.dataType);
-        this.addToCache(cacheKey, price, ttl);
-
-        console.log(`Successfully fetched ${request.ticker} from ${provider.name}`);
-        return price;
-      } catch (error) {
-        entry.errorCount++;
-        entry.lastError = error as Error;
-        entry.lastErrorTime = new Date();
-        lastError = error as Error;
-
-        console.warn(
-          `Provider ${provider.name} failed for ${request.ticker}: ${error.message}`
-        );
-      }
-    }
-
-    throw new Error(
-      `Failed to fetch price for ${request.ticker} from all providers. Last error: ${lastError?.message}`
-    );
+  /**
+   * Convenience method: Get current price for a single ticker
+   */
+  public async getPrice(request: ISimpleQuoteRequest): Promise<IStockPrice> {
+    const result = await this.getData({
+      type: 'current',
+      ticker: request.ticker
+    });
+    return result as IStockPrice;
   }
 
-  public async getPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]> {
-    const cachedPrices: IStockPrice[] = [];
-    const tickersToFetch: string[] = [];
-
-    // Check cache for each ticker
-    for (const ticker of request.tickers) {
-      const cacheKey = this.getCacheKey({ ticker, includeExtendedHours: request.includeExtendedHours });
-      const cached = this.getFromCache(cacheKey) as IStockPrice | null;
-
-      if (cached) {
-        cachedPrices.push(cached);
-      } else {
-        tickersToFetch.push(ticker);
-      }
-    }
-
-    if (tickersToFetch.length === 0) {
-      console.log(`All ${request.tickers.length} tickers served from cache`);
-      return cachedPrices;
-    }
-
-    const providers = this.getEnabledProviders();
-    if (providers.length === 0) {
-      throw new Error('No stock price providers available');
-    }
-
-    let lastError: Error | undefined;
-    let fetchedPrices: IStockPrice[] = [];
-
-    for (const provider of providers) {
-      const entry = this.providers.get(provider.name)!;
-
-      try {
-        fetchedPrices = await this.fetchWithRetry(
-          () => provider.fetchPrices({
-            tickers: tickersToFetch,
-            includeExtendedHours: request.includeExtendedHours
-          }),
-          entry.config
-        );
-
-        entry.successCount++;
-
-        // Cache the fetched prices with smart TTL
-        for (const price of fetchedPrices) {
-          const cacheKey = this.getCacheKey({
-            ticker: price.ticker,
-            includeExtendedHours: request.includeExtendedHours
-          });
-          const ttl = this.getCacheTTL(price.dataType);
-          this.addToCache(cacheKey, price, ttl);
-        }
-
-        console.log(
-          `Successfully fetched ${fetchedPrices.length} prices from ${provider.name}`
-        );
-        break;
-      } catch (error) {
-        entry.errorCount++;
-        entry.lastError = error as Error;
-        entry.lastErrorTime = new Date();
-        lastError = error as Error;
-
-        console.warn(
-          `Provider ${provider.name} failed for batch request: ${error.message}`
-        );
-      }
-    }
-
-    if (fetchedPrices.length === 0 && lastError) {
-      throw new Error(
-        `Failed to fetch prices from all providers. Last error: ${lastError.message}`
-      );
-    }
-
-    return [...cachedPrices, ...fetchedPrices];
+  /**
+   * Convenience method: Get current prices for multiple tickers
+   */
+  public async getPrices(request: ISimpleBatchRequest): Promise<IStockPrice[]> {
+    const result = await this.getData({
+      type: 'batch',
+      tickers: request.tickers
+    });
+    return result as IStockPrice[];
   }
 
   /**
@@ -272,15 +173,9 @@ export class StockPriceService implements IProviderRegistry {
     for (const provider of providers) {
       const entry = this.providers.get(provider.name)!;
 
-      // Check if provider supports the new fetchData method
-      if (typeof (provider as any).fetchData !== 'function') {
-        console.warn(`Provider ${provider.name} does not support new API, skipping`);
-        continue;
-      }
-
       try {
         const result = await this.fetchWithRetry(
-          () => (provider as any).fetchData(request),
+          () => provider.fetchData(request),
           entry.config
         ) as IStockPrice | IStockPrice[];
 
@@ -420,13 +315,6 @@ export class StockPriceService implements IProviderRegistry {
     throw lastError || new Error('Unknown error during fetch');
   }
 
-  /**
-   * Legacy cache key generation
-   */
-  private getCacheKey(request: IStockQuoteRequest): string {
-    return `${request.ticker}:${request.includeExtendedHours || false}`;
-  }
-
   /**
    * New cache key generation for discriminated union requests
    */

ts/stocks/index.ts

@@ -1,10 +1,18 @@
 // Export all interfaces
 export * from './interfaces/stockprice.js';
 export * from './interfaces/provider.js';
+export * from './interfaces/fundamentals.js';
+export * from './interfaces/stockdata.js';
 
-// Export main service
+// Export main services
 export * from './classes.stockservice.js';
+export * from './classes.fundamentalsservice.js';
+export * from './classes.stockdataservice.js'; // ✨ New unified service
+
+// Export base service (for advanced use cases)
+export * from './classes.baseproviderservice.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/interfaces/provider.ts

@@ -1,16 +1,15 @@
-import type { IStockPrice, IStockQuoteRequest, IStockBatchQuoteRequest } from './stockprice.js';
+import type { IStockPrice, IStockDataRequest } from './stockprice.js';
 
 export interface IStockProvider {
   name: string;
   priority: number;
-  
-  fetchPrice(request: IStockQuoteRequest): Promise<IStockPrice>;
-  fetchPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]>;
+
+  fetchData(request: IStockDataRequest): Promise<IStockPrice | IStockPrice[]>;
   isAvailable(): Promise<boolean>;
-  
+
   supportsMarket?(market: string): boolean;
   supportsTicker?(ticker: string): boolean;
-  
+
   readonly requiresAuth: boolean;
   readonly rateLimit?: {
     requestsPerMinute: number;

ts/stocks/interfaces/stockdata.ts

@@ -0,0 +1,65 @@
+import type { IStockPrice } from './stockprice.js';
+import type { IStockFundamentals } from './fundamentals.js';
+
+/**
+ * Combined stock data with price and fundamentals
+ * All calculated metrics (market cap, P/E, P/B) are automatically included
+ */
+export interface IStockData {
+  /** Stock ticker symbol */
+  ticker: string;
+
+  /** Price information */
+  price: IStockPrice;
+
+  /** Fundamental data (optional - may not be available for all stocks) */
+  fundamentals?: IStockFundamentals;
+
+  /** When this combined data was fetched */
+  fetchedAt: Date;
+}
+
+/**
+ * Configuration for StockDataService
+ */
+export interface IStockDataServiceConfig {
+  /** Cache configuration */
+  cache?: {
+    /** TTL for price data (default: 24 hours) */
+    priceTTL?: number;
+    /** TTL for fundamentals data (default: 90 days) */
+    fundamentalsTTL?: number;
+    /** Max cache entries (default: 10000) */
+    maxEntries?: number;
+  };
+
+  /** Provider timeouts */
+  timeout?: {
+    /** Timeout for price providers (default: 10000ms) */
+    price?: number;
+    /** Timeout for fundamentals providers (default: 30000ms) */
+    fundamentals?: number;
+  };
+}
+
+/**
+ * Request type for getting complete stock data
+ */
+export interface ICompleteStockDataRequest {
+  ticker: string;
+  /** Whether to include fundamentals (default: true) */
+  includeFundamentals?: boolean;
+  /** Whether to enrich fundamentals with price calculations (default: true) */
+  enrichFundamentals?: boolean;
+}
+
+/**
+ * Batch request for multiple stocks
+ */
+export interface ICompleteStockDataBatchRequest {
+  tickers: string[];
+  /** Whether to include fundamentals (default: true) */
+  includeFundamentals?: boolean;
+  /** Whether to enrich fundamentals with price calculations (default: true) */
+  enrichFundamentals?: boolean;
+}

ts/stocks/interfaces/stockprice.ts

@@ -1,5 +1,3 @@
-import * as plugins from '../../plugins.js';
-
 // Enhanced stock price interface with additional OHLCV data
 export interface IStockPrice {
   ticker: string;
@@ -22,11 +20,11 @@ export interface IStockPrice {
   adjusted?: boolean;       // If price is split/dividend adjusted
   dataType: 'eod' | 'intraday' | 'live'; // What kind of data this is
   fetchedAt: Date;          // When we fetched (vs data timestamp)
+
+  // Company identification
+  companyName?: string;      // Company name (e.g., "Apple Inc.")
+  companyFullName?: string;  // Full company name with exchange (e.g., "Apple Inc. (NASDAQ:AAPL)")
 }
-type CheckStockPrice = plugins.tsclass.typeFest.IsEqual<
-  IStockPrice,
-  plugins.tsclass.finance.IStockPrice
->;
 
 export interface IStockPriceError {
   ticker: string;
@@ -94,16 +92,3 @@ export type IStockDataRequest =
   | IStockHistoricalRequest
   | IStockIntradayRequest
   | IStockBatchCurrentRequest;
-
-// Legacy interfaces (for backward compatibility during migration)
-/** @deprecated Use IStockDataRequest with type: 'current' instead */
-export interface IStockQuoteRequest {
-  ticker: string;
-  includeExtendedHours?: boolean;
-}
-
-/** @deprecated Use IStockDataRequest with type: 'batch' instead */
-export interface IStockBatchQuoteRequest {
-  tickers: string[];
-  includeExtendedHours?: boolean;
-}

ts/stocks/providers/provider.marketstack.ts

@@ -2,15 +2,11 @@ import * as plugins from '../../plugins.js';
 import type { IStockProvider, IProviderConfig } from '../interfaces/provider.js';
 import type {
   IStockPrice,
-  IStockQuoteRequest,
-  IStockBatchQuoteRequest,
   IStockDataRequest,
   IStockCurrentRequest,
   IStockHistoricalRequest,
   IStockIntradayRequest,
-  IStockBatchCurrentRequest,
-  IPaginatedResponse,
-  TSortOrder
+  IStockBatchCurrentRequest
 } from '../interfaces/stockprice.js';
 
 /**
@@ -239,30 +235,6 @@ export class MarketstackProvider implements IStockProvider {
     }
   }
 
-  /**
-   * Legacy: Fetch latest EOD price for a single ticker
-   * @deprecated Use fetchData with IStockDataRequest instead
-   */
-  public async fetchPrice(request: IStockQuoteRequest): Promise<IStockPrice> {
-    // Map legacy request to new format
-    return this.fetchCurrentPrice({
-      type: 'current',
-      ticker: request.ticker
-    });
-  }
-
-  /**
-   * Legacy: Fetch latest EOD prices for multiple tickers
-   * @deprecated Use fetchData with IStockDataRequest instead
-   */
-  public async fetchPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]> {
-    // Map legacy request to new format
-    return this.fetchBatchCurrentPrices({
-      type: 'batch',
-      tickers: request.tickers
-    });
-  }
-
   /**
    * Check if the Marketstack API is available and accessible
    */
@@ -349,12 +321,49 @@ export class MarketstackProvider implements IStockProvider {
       low: data.low,
       adjusted: data.adj_close !== undefined, // If adj_close exists, price is adjusted
       dataType: dataType,
-      fetchedAt: fetchedAt
+      fetchedAt: fetchedAt,
+
+      // Company identification
+      companyName: data.company_name || data.name || undefined,
+      companyFullName: this.buildCompanyFullName(data)
     };
 
     return stockPrice;
   }
 
+  /**
+   * Build full company name with exchange and ticker information
+   * Example: "Apple Inc (NASDAQ:AAPL)"
+   */
+  private buildCompanyFullName(data: any): string | undefined {
+    // Check if API already provides full name
+    if (data.full_name || data.long_name) {
+      return data.full_name || data.long_name;
+    }
+
+    // Build from available data
+    const companyName = data.company_name || data.name;
+    const exchangeCode = data.exchange_code; // e.g., "NASDAQ"
+    const symbol = data.symbol; // e.g., "AAPL"
+
+    if (!companyName) {
+      return undefined;
+    }
+
+    // If we have exchange and symbol, build full name: "Apple Inc (NASDAQ:AAPL)"
+    if (exchangeCode && symbol) {
+      return `${companyName} (${exchangeCode}:${symbol})`;
+    }
+
+    // If we only have symbol: "Apple Inc (AAPL)"
+    if (symbol) {
+      return `${companyName} (${symbol})`;
+    }
+
+    // Otherwise just return company name
+    return companyName;
+  }
+
   /**
    * Format date to YYYY-MM-DD for API requests
    */

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');
+  }
+}

ts/stocks/providers/provider.yahoo.ts

@@ -1,6 +1,11 @@
 import * as plugins from '../../plugins.js';
 import type { IStockProvider, IProviderConfig } from '../interfaces/provider.js';
-import type { IStockPrice, IStockQuoteRequest, IStockBatchQuoteRequest } from '../interfaces/stockprice.js';
+import type {
+  IStockPrice,
+  IStockDataRequest,
+  IStockCurrentRequest,
+  IStockBatchCurrentRequest
+} from '../interfaces/stockprice.js';
 
 export class YahooFinanceProvider implements IStockProvider {
   public name = 'Yahoo Finance';
@@ -17,7 +22,28 @@ export class YahooFinanceProvider implements IStockProvider {
 
   constructor(private config?: IProviderConfig) {}
 
-  public async fetchPrice(request: IStockQuoteRequest): Promise<IStockPrice> {
+  /**
+   * Unified data fetching method
+   */
+  public async fetchData(request: IStockDataRequest): Promise<IStockPrice | IStockPrice[]> {
+    switch (request.type) {
+      case 'current':
+        return this.fetchCurrentPrice(request);
+      case 'batch':
+        return this.fetchBatchCurrentPrices(request);
+      case 'historical':
+        throw new Error('Yahoo Finance provider does not support historical data. Use Marketstack provider instead.');
+      case 'intraday':
+        throw new Error('Yahoo Finance provider does not support intraday data yet. Use Marketstack provider instead.');
+      default:
+        throw new Error(`Unsupported request type: ${(request as any).type}`);
+    }
+  }
+
+  /**
+   * Fetch current price for a single ticker
+   */
+  private async fetchCurrentPrice(request: IStockCurrentRequest): Promise<IStockPrice> {
     try {
       const url = `${this.baseUrl}/v8/finance/chart/${request.ticker}`;
       const response = await plugins.smartrequest.SmartRequest.create()
@@ -64,7 +90,10 @@ export class YahooFinanceProvider implements IStockProvider {
     }
   }
 
-  public async fetchPrices(request: IStockBatchQuoteRequest): Promise<IStockPrice[]> {
+  /**
+   * Fetch batch current prices
+   */
+  private async fetchBatchCurrentPrices(request: IStockBatchCurrentRequest): Promise<IStockPrice[]> {
     try {
       const symbols = request.tickers.join(',');
       const url = `${this.baseUrl}/v8/finance/spark?symbols=${symbols}&range=1d&interval=5m`;
@@ -123,7 +152,7 @@ export class YahooFinanceProvider implements IStockProvider {
   public async isAvailable(): Promise<boolean> {
     try {
       // Test with a well-known ticker
-      await this.fetchPrice({ ticker: 'AAPL' });
+      await this.fetchData({ type: 'current', ticker: 'AAPL' });
       return true;
     } catch (error) {
       console.warn('Yahoo Finance provider is not available:', error);