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2.9 KiB
Documentation Update Summary - Issue #10 (Benchmark Data Feature)
Files Updated
CHANGELOG.md
- Lines added: 25 (lines 92-115 in Unreleased section)
- Entry: "Benchmark data retrieval and analysis (Issue #10)"
- Status: Successfully added with complete feature documentation
Files Verified
Source Code
/Users/andrewkaszubski/Dev/Spektiv/spektiv/dataflows/benchmark.py(441 lines)- Module docstring: Present and comprehensive
- Inline comments: Section headers present (SECTOR ETF Mappings, Benchmark Data Fetching Functions, Analysis Functions)
- Code quality: Well-documented with clear organization
Test Files
-
/Users/andrewkaszubski/Dev/Spektiv/tests/unit/dataflows/test_benchmark.py(753 lines, 28 tests)- Comprehensive unit test coverage for all functions
-
/Users/andrewkaszubski/Dev/Spektiv/tests/integration/dataflows/test_benchmark_integration.py(593 lines, 7 tests)- Integration tests for benchmark workflows
Documentation Details
CHANGELOG Entry Added (24 sub-items)
Location: Lines 92-115 in CHANGELOG.md
Key features documented:
- get_benchmark_data() - Core OHLCV data fetching via yfinance (lines 67-115)
- get_spy_data() - S&P 500 convenience wrapper (lines 117-136)
- get_sector_etf_data() - Sector-specific benchmark data (lines 138-186)
- calculate_relative_strength() - IBD-style weighted ROC formula (lines 188-285)
- calculate_rolling_correlation() - Time-series correlation analysis (lines 287-349)
- calculate_beta() - Systematic risk measurement (lines 351-441)
Sector ETF Mappings (11 SPDR funds)
- Communication (XLC)
- Consumer Discretionary (XLY)
- Consumer Staples (XLP)
- Energy (XLE)
- Financials (XLF)
- Healthcare (XLV)
- Industrials (XLI)
- Materials (XLB)
- Real Estate (XLRE)
- Technology (XLK)
- Utilities (XLU)
Test Coverage
- Unit Tests: 28 tests (data fetching, validation, calculations)
- Integration Tests: 7 tests (workflows and integration scenarios)
- Total Tests: 35 tests
- Test Coverage Areas:
- Data fetching and error handling
- Sector validation
- Relative strength calculation
- Rolling correlation analysis
- Beta calculation with smoothing
Verification Checklist
- All file paths verified with actual files
- Line counts verified against actual source code
- All 6 main functions documented with line ranges
- Test counts accurate (28 unit + 7 integration = 35 total)
- Keep a Changelog format followed
- Cross-references use markdown links
- Inline code comments already present in benchmark.py
- Entry placed correctly (Issue #10 between Issue #8 and Issue #9)
Summary
Documentation has been successfully synchronized with the benchmark data feature implementation. The CHANGELOG entry provides complete coverage of all functions, features, and test suites with proper line number references for source code navigation.
Status: All documentation updates complete and verified.