05/31 Fix yfinance issue

app/services/fx_service.py

@@ -77,17 +77,26 @@ def force_refresh():
 # ── Fetchers ──────────────────────────────────────────────────────────────────
 
 def _fetch_yfinance():
-    """Fetch USDVND=X via yfinance. Most reliable — uses Yahoo Finance forex."""
+    """Fetch USDVND=X via Yahoo Finance v8 chart API (direct HTTP, no yfinance needed)."""
-    try:
+    for subdomain in ('query1', 'query2'):
-        import yfinance as yf
+        url = (
-        ticker = yf.Ticker('USDVND=X')
+            f'https://{subdomain}.finance.yahoo.com/v8/finance/chart/USDVND=X'
-        hist = ticker.history(period='5d')
+            '?range=5d&interval=1d&includePrePost=false'
-        if not hist.empty:
+        )
-            rate = float(hist['Close'].iloc[-1])
+        try:
-            log.info(f'[fx] yfinance: 1 USD = {rate:,.0f} VND')
+            resp = requests.get(url, timeout=REQUEST_TIMEOUT,
-            return rate
+                                headers={'User-Agent': 'Mozilla/5.0', 'Accept': 'application/json'})
-    except Exception as e:
+            if resp.status_code == 200:
-        log.warning(f'[fx] yfinance failed: {e}')
+                result = resp.json().get('chart', {}).get('result')
+                if result:
+                    closes = result[0]['indicators']['quote'][0]['close']
+                    valid = [c for c in closes if c is not None]
+                    if valid:
+                        rate = float(valid[-1])
+                        log.info(f'[fx] Yahoo v8: 1 USD = {rate:,.0f} VND')
+                        return rate
+        except Exception as e:
+            log.warning(f'[fx] Yahoo v8 {subdomain}: {e}')
     return None
 
 

app/services/investment_service.py

@@ -1,31 +1,104 @@
 """
-Investment Service — price fetching via yfinance, portfolio calculations.
+Investment Service — price fetching and portfolio calculations.
+
+Yahoo Finance v8 chart API (direct HTTP, no yfinance dependency).
+Endpoint: https://query1.finance.yahoo.com/v8/finance/chart/{ticker}?range=2d&interval=1d
+No API key needed. Uses a browser User-Agent header.
+Falls back to query2 subdomain if query1 fails.
 """
 
 import logging
+import requests
 from datetime import datetime
 from app.extensions import db
 from app.models.investment import Investment
 
 log = logging.getLogger(__name__)
 
+REQUEST_TIMEOUT = 10
+HEADERS = {
+    'User-Agent': (
+        'Mozilla/5.0 (Windows NT 10.0; Win64; x64) '
+        'AppleWebKit/537.36 (KHTML, like Gecko) '
+        'Chrome/120.0.0.0 Safari/537.36'
+    ),
+    'Accept': 'application/json',
+    'Accept-Language': 'en-US,en;q=0.9',
+}
+
+# Consistent colors per asset type
+ASSET_COLORS = {
+    'stock':        '#3b82f6',
+    'etf':          '#06b6d4',
+    'crypto':       '#f59e0b',
+    'real_estate':  '#10b981',
+    'bond':         '#8b5cf6',
+    'cash':         '#64748b',
+    'other':        '#ec4899',
+}
+
+ASSET_TYPE_LABELS = {
+    'stock':        'Stock',
+    'etf':          'ETF',
+    'crypto':       'Crypto',
+    'real_estate':  'Real Estate',
+    'bond':         'Bond',
+    'cash':         'Cash',
+    'other':        'Other',
+}
+
 
 def fetch_price(ticker):
     """
-    Fetch latest price for a ticker via yfinance.
+    Fetch latest closing price for a ticker via Yahoo Finance v8 chart API.
+    Tries query1 then query2 subdomain as fallback.
     Returns float or None on failure.
     """
     if not ticker:
         return None
+
+    ticker = ticker.upper().strip()
+
+    for subdomain in ('query1', 'query2'):
+        url = (
+            f'https://{subdomain}.finance.yahoo.com/v8/finance/chart/{ticker}'
+            f'?range=5d&interval=1d&includePrePost=false'
+        )
+        try:
+            resp = requests.get(url, headers=HEADERS, timeout=REQUEST_TIMEOUT)
+            if resp.status_code == 200:
+                price = _parse_v8_price(resp.json())
+                if price is not None:
+                    log.info(f'[investment] {ticker}: {price:.4f} via {subdomain}')
+                    return price
+            elif resp.status_code == 404:
+                log.warning(f'[investment] {ticker}: not found on Yahoo Finance')
+                return None
+            else:
+                log.warning(f'[investment] {ticker} {subdomain}: HTTP {resp.status_code}')
+        except requests.exceptions.Timeout:
+            log.warning(f'[investment] {ticker} {subdomain}: timeout')
+        except Exception as e:
+            log.warning(f'[investment] {ticker} {subdomain}: {e}')
+
+    log.error(f'[investment] {ticker}: all sources failed')
+    return None
+
+
+def _parse_v8_price(data):
+    """Extract the most recent closing price from a v8 chart API response."""
     try:
-        import yfinance as yf
+        result = data['chart']['result']
-        t = yf.Ticker(ticker.upper())
+        if not result:
-        hist = t.history(period='2d')
-        if hist.empty:
             return None
-        return float(hist['Close'].iloc[-1])
+        closes = result[0]['indicators']['quote'][0]['close']
-    except Exception as e:
+        # Filter out None values (market closed / missing data)
-        log.warning(f'[investment] price fetch failed for {ticker}: {e}')
+        valid = [c for c in closes if c is not None]
+        if not valid:
+            return None
+        return float(valid[-1])
+    except (KeyError, IndexError, TypeError) as e:
+        log.warning(f'[investment] v8 parse error: {e}')
         return None
 
 
@@ -63,14 +136,12 @@ def update_prices(investment_ids=None):
 
 
 def get_portfolio_summary():
-    """
+    """Return portfolio-level aggregates across all active investments."""
-    Return portfolio-level aggregates across all active investments.
-    """
     investments = Investment.query.filter_by(is_active=True).all()
 
-    total_cost = sum(i.total_cost for i in investments)
+    total_cost  = sum(i.total_cost    for i in investments)
     total_value = sum(i.current_value for i in investments)
-    total_gain = total_value - total_cost
+    total_gain  = total_value - total_cost
     total_gain_pct = round((total_gain / total_cost) * 100, 2) if total_cost > 0 else 0
 
     # Group by asset type for allocation chart
@@ -83,40 +154,18 @@ def get_portfolio_summary():
     for asset_type, value in sorted(type_totals.items(), key=lambda x: -x[1]):
         pct = round((value / total_value * 100), 1) if total_value > 0 else 0
         allocation.append({
-            'type': asset_type,
+            'type':  asset_type,
             'value': value,
-            'pct': pct,
+            'pct':   pct,
             'color': ASSET_COLORS.get(asset_type, '#94a3b8'),
         })
 
     return {
-        'investments': investments,
+        'investments':     investments,
-        'total_cost': total_cost,
+        'total_cost':      total_cost,
-        'total_value': total_value,
+        'total_value':     total_value,
-        'total_gain': total_gain,
+        'total_gain':      total_gain,
-        'total_gain_pct': total_gain_pct,
+        'total_gain_pct':  total_gain_pct,
-        'allocation': allocation,
+        'allocation':      allocation,
-        'count': len(investments),
+        'count':           len(investments),
     }
-
-
-# Consistent colors per asset type
-ASSET_COLORS = {
-    'stock':        '#3b82f6',
-    'etf':          '#06b6d4',
-    'crypto':       '#f59e0b',
-    'real_estate':  '#10b981',
-    'bond':         '#8b5cf6',
-    'cash':         '#64748b',
-    'other':        '#ec4899',
-}
-
-ASSET_TYPE_LABELS = {
-    'stock':        'Stock',
-    'etf':          'ETF',
-    'crypto':       'Crypto',
-    'real_estate':  'Real Estate',
-    'bond':         'Bond',
-    'cash':         'Cash',
-    'other':        'Other',
-}

requirements.txt

@@ -7,7 +7,7 @@ pymysql==1.1.1
 python-dotenv==1.0.1
 gunicorn==23.0.0
 groq==0.13.1
-yfinance==0.2.54
+# yfinance removed — using Yahoo Finance v8 API directly (more reliable)
 weasyprint==63.1
 openpyxl==3.1.5
 Pillow==11.1.0