Crate paft_fundamentals 

Fundamentals types for financial statements, analysis, holders, and ESG.

Provider-agnostic, strongly-typed models for company/fund profiles, ownership, analyst coverage, and financial statements used across the paft ecosystem. Types prefer canonical string forms for serde/display and validated builders where appropriate.

Quickstart

use paft_fundamentals::{Earnings, EarningsYear, Profile, CompanyProfile};

let earnings = Earnings {
    yearly: vec![EarningsYear::new(2023).unwrap()],
    quarterly: vec![],
    quarterly_eps: vec![],
};
assert_eq!(earnings.yearly[0].year.get(), 2023);

let profile = Profile::Company(CompanyProfile {
    name: "Example Corp".to_string(),
    sector: Some("Technology".to_string()),
    industry: None,
    website: None,
    address: None,
    summary: None,
    isin: None,
});
match profile {
    Profile::Company(c) => assert_eq!(c.name, "Example Corp"),
    _ => unreachable!(),
}

Feature flags

The default money backend is rust_decimal.

• bigdecimal: switch paft-money to the bigdecimal backend
• dataframe: enable polars/df-derive-macros integration for dataframe export

Serde

All models serialize with stable, human-readable representations; dataframe support emits string codes for enums.

Re-exports

pub use analysis::AnalysisSummary;

pub use analysis::Earnings;

pub use analysis::EarningsEstimate;

pub use analysis::EarningsQuarter;

pub use analysis::EarningsQuarterEps;

pub use analysis::EarningsTrendRow;

pub use analysis::EarningsYear;

pub use analysis::EpsRevisions;

pub use analysis::EpsTrend;

pub use analysis::OtherRecommendationAction;

pub use analysis::OtherRecommendationGrade;

pub use analysis::PriceTarget;

pub use analysis::RecommendationAction;

pub use analysis::RecommendationGrade;

pub use analysis::RecommendationRow;

pub use analysis::RecommendationSummary;

pub use analysis::RevenueEstimate;

pub use analysis::RevisionPoint;

pub use analysis::TrendPoint;

pub use analysis::UpgradeDowngradeRow;

pub use error::FundamentalsError;

pub use esg::EsgInvolvement;

pub use esg::EsgScores;

pub use esg::EsgSummary;

pub use holders::InsiderPosition;

pub use holders::InsiderRosterHolder;

pub use holders::InsiderTransaction;

pub use holders::InstitutionalHolder;

pub use holders::MajorHolder;

pub use holders::NetSharePurchaseActivity;

pub use holders::OtherInsiderPosition;

pub use holders::OtherTransactionType;

pub use holders::TransactionType;

pub use profile::Address;

pub use profile::CompanyProfile;

pub use profile::FundKind;

pub use profile::FundProfile;

pub use profile::OtherFundKind;

pub use profile::Profile;

pub use profile::ShareCount;

pub use statements::BalanceSheetRow;

pub use statements::Calendar;

pub use statements::CashflowRow;

pub use statements::IncomeStatementRow;

pub use statistics::KeyStatistics;

Modules

analysis

Analyst, recommendations, and earnings-related types under paft_fundamentals::analysis.

error

Error types for paft-fundamentals.

esg

ESG scores and involvement types.

holders

Holder, insider activity, and ownership summary types.

profile

Profile-related types under paft_fundamentals::profile.

statements

Financial statements and calendar types under paft_fundamentals::statements.

statistics

Key statistics: slow-moving valuation, dividend, and risk metrics associated with an instrument.