fix(yfinance): normalize class-share symbols before Yahoo requests

openbb_platform/providers/yfinance/openbb_yfinance/models/balance_sheet.py

@@ -87,10 +87,11 @@ def extract_data(
         from openbb_core.provider.utils.helpers import (
             to_snake_case,
         )
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         period = "yearly" if query.period == "annual" else "quarterly"  # type: ignore
-        data = Ticker(query.symbol).get_balance_sheet(
+        data = Ticker(normalize_yfinance_symbol(query.symbol)).get_balance_sheet(
             as_dict=False, pretty=False, freq=period
         )
 

openbb_platform/providers/yfinance/openbb_yfinance/models/cash_flow.py

@@ -84,10 +84,11 @@ def extract_data(
         from openbb_core.provider.utils.helpers import (
             to_snake_case,
         )
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         period = "yearly" if query.period == "annual" else "quarterly"  # type: ignore
-        data = Ticker(query.symbol).get_cash_flow(
+        data = Ticker(normalize_yfinance_symbol(query.symbol)).get_cash_flow(
             as_dict=False, pretty=False, freq=period
         )
 

openbb_platform/providers/yfinance/openbb_yfinance/models/company_news.py

@@ -60,6 +60,7 @@ async def aextract_data(
         from warnings import warn
 
         from openbb_core.provider.utils.errors import EmptyDataError
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         symbols = [s.strip() for s in query.symbol.split(",") if s.strip()]
@@ -122,10 +123,11 @@ def _normalize_news_item(item: dict, sym: str) -> dict | None:
 
         def _fetch_news(sym: str) -> list[dict]:
             """Fetch the data in a worker thread."""
-            raw = Ticker(sym).get_news() or []
+            provider_symbol = normalize_yfinance_symbol(sym)
+            raw = Ticker(provider_symbol).get_news() or []
             out: list[dict] = []
             for item in raw:
-                norm = _normalize_news_item(item, sym)
+                norm = _normalize_news_item(item, sym.upper())
                 if norm:
                     out.append(norm)
             return out

openbb_platform/providers/yfinance/openbb_yfinance/models/equity_profile.py

@@ -121,10 +121,11 @@ async def aextract_data(
         import asyncio  # noqa
         from openbb_core.app.model.abstract.error import OpenBBError
         from openbb_core.provider.utils.errors import EmptyDataError
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from warnings import warn
         from yfinance import Ticker
 
-        symbols = query.symbol.split(",")
+        symbols = [s.strip() for s in query.symbol.split(",") if s.strip()]
         results = []
         fields = [
             "symbol",
@@ -158,10 +159,14 @@ async def aextract_data(
 
         async def get_one(symbol):
             """Get the data for one ticker symbol."""
+            requested_symbol = symbol.upper()
+            provider_symbol = normalize_yfinance_symbol(symbol)
             result: dict = {}
             ticker: dict = {}
             try:
-                ticker = await asyncio.to_thread(lambda: Ticker(symbol).get_info())
+                ticker = await asyncio.to_thread(
+                    lambda: Ticker(provider_symbol).get_info()
+                )
             except Exception as e:
                 messages.append(
                     f"Error getting data for {symbol} -> {e.__class__.__name__}: {e}"
@@ -175,6 +180,7 @@ async def get_one(symbol):
                             )
                         ] = ticker.get(field, None)
                 if result:
+                    result["symbol"] = requested_symbol
                     results.append(result)
 
         tasks = [get_one(symbol) for symbol in symbols]

openbb_platform/providers/yfinance/openbb_yfinance/models/equity_quote.py

@@ -78,6 +78,7 @@ async def aextract_data(
         """Extract the raw data from YFinance."""
         # pylint: disable=import-outside-toplevel
         import asyncio  # noqa
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         symbols = [s.strip() for s in query.symbol.split(",") if s.strip()]
@@ -108,14 +109,18 @@ async def aextract_data(
         ]
 
         async def get_one(symbol: str) -> None:
+            provider_symbol = normalize_yfinance_symbol(symbol)
             try:
-                ticker = await asyncio.to_thread(lambda: Ticker(symbol).get_info())
+                ticker = await asyncio.to_thread(
+                    lambda: Ticker(provider_symbol).get_info()
+                )
             except Exception as e:
                 warn(f"Error getting data for {symbol}: {e}")
                 return
 
             result = {f: ticker.get(f) for f in fields if f in ticker}
             if result:
+                result["symbol"] = symbol.upper()
                 results.append(result)
 
         await asyncio.gather(*(get_one(symbol) for symbol in symbols))

openbb_platform/providers/yfinance/openbb_yfinance/models/historical_dividends.py

@@ -46,10 +46,11 @@ def extract_data(
     ) -> list[dict]:
         """Extract the raw data from YFinance."""
         # pylint: disable=import-outside-toplevel
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         try:
-            ticker = Ticker(query.symbol).get_dividends()
+            ticker = Ticker(normalize_yfinance_symbol(query.symbol)).get_dividends()
             if isinstance(ticker, list) and not ticker or ticker.empty:  # type: ignore
                 raise OpenBBError(f"No dividend data found for {query.symbol}")
         except Exception as e:

openbb_platform/providers/yfinance/openbb_yfinance/models/income_statement.py

@@ -87,10 +87,11 @@ def extract_data(
         from openbb_core.provider.utils.helpers import (
             to_snake_case,
         )
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         period = "yearly" if query.period == "annual" else "quarterly"
-        data = Ticker(query.symbol).get_income_stmt(
+        data = Ticker(normalize_yfinance_symbol(query.symbol)).get_income_stmt(
             as_dict=False, pretty=False, freq=period
         )
 

openbb_platform/providers/yfinance/openbb_yfinance/models/key_executives.py

@@ -59,10 +59,11 @@ def extract_data(
         """Extract the raw data from YFinance."""
         # pylint: disable=import-outside-toplevel
         from openbb_core.app.model.abstract.error import OpenBBError
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
         try:
-            ticker = Ticker(query.symbol).get_info()
+            ticker = Ticker(normalize_yfinance_symbol(query.symbol)).get_info()
         except Exception as e:
             raise OpenBBError(
                 f"Error getting data for {query.symbol} -> {e.__class__.__name__}: {e}"

openbb_platform/providers/yfinance/openbb_yfinance/models/key_metrics.py

@@ -245,10 +245,11 @@ async def aextract_data(
         import asyncio  # noqa
         from openbb_core.app.model.abstract.error import OpenBBError
         from openbb_core.provider.utils.errors import EmptyDataError
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from warnings import warn
         from yfinance import Ticker
 
-        symbols = query.symbol.split(",")
+        symbols = [s.strip() for s in query.symbol.split(",") if s.strip()]
         results = []
         fields = [
             "symbol",
@@ -292,10 +293,14 @@ async def aextract_data(
 
         async def get_one(symbol):
             """Get the data for one ticker symbol."""
+            requested_symbol = symbol.upper()
+            provider_symbol = normalize_yfinance_symbol(symbol)
             result: dict = {}
             ticker: dict = {}
             try:
-                ticker = await asyncio.to_thread(lambda: Ticker(symbol).get_info())
+                ticker = await asyncio.to_thread(
+                    lambda: Ticker(provider_symbol).get_info()
+                )
             except Exception as e:
                 messages.append(
                     f"Error getting data for {symbol} -> {e.__class__.__name__}: {e}"
@@ -307,6 +312,7 @@ async def get_one(symbol):
                     if field in ticker:
                         result[field] = ticker.get(field, None)
                 if result and result.get("52WeekChange") is not None:
+                    result["symbol"] = requested_symbol
                     results.append(result)
 
         tasks = [get_one(symbol) for symbol in symbols]

openbb_platform/providers/yfinance/openbb_yfinance/models/options_chains.py

@@ -63,16 +63,18 @@ async def aextract_data(
         """Extract the raw data from YFinance."""
         # pylint: disable=import-outside-toplevel
         import asyncio  # noqa
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from pandas import concat
         from yfinance import Ticker
         from pytz import timezone
 
         symbol = query.symbol.upper()
         symbol = "^" + symbol if symbol in ["VIX", "RUT", "SPX", "NDX"] else symbol
+        provider_symbol = normalize_yfinance_symbol(symbol)
 
-        def _get_all_data(symbol: str):
+        def _get_all_data(provider_symbol: str):
             """Get all options data in a single thread-safe operation."""
-            t = Ticker(symbol)
+            t = Ticker(provider_symbol)
             expirations = list(t.options)
 
             if not expirations or len(expirations) == 0:
@@ -117,7 +119,7 @@ def _get_all_data(symbol: str):
             return underlying, chains_output, expirations
 
         underlying, chains_output, expirations = await asyncio.to_thread(
-            _get_all_data, symbol
+            _get_all_data, provider_symbol
         )
 
         if not expirations or len(expirations) == 0:

openbb_platform/providers/yfinance/openbb_yfinance/models/price_target_consensus.py

@@ -86,10 +86,11 @@ async def aextract_data(
         # pylint: disable=import-outside-toplevel
         import asyncio  # noqa
         from openbb_core.provider.utils.errors import EmptyDataError
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from warnings import warn
         from yfinance import Ticker
 
-        symbols = query.symbol.split(",")  # type: ignore
+        symbols = [s.strip() for s in query.symbol.split(",") if s.strip()]  # type: ignore
         results = []
         fields = [
             "symbol",
@@ -107,10 +108,14 @@ async def aextract_data(
 
         async def get_one(symbol):
             """Get the data for one ticker symbol."""
+            requested_symbol = symbol.upper()
+            provider_symbol = normalize_yfinance_symbol(symbol)
             result: dict = {}
             ticker: dict = {}
             try:
-                ticker = await asyncio.to_thread(lambda: Ticker(symbol).get_info())
+                ticker = await asyncio.to_thread(
+                    lambda: Ticker(provider_symbol).get_info()
+                )
             except Exception as e:
                 messages.append(
                     f"Error getting data for {symbol}: {e.__class__.__name__}: {e}"
@@ -120,6 +125,7 @@ async def get_one(symbol):
                     if field in ticker:
                         result[field] = ticker.get(field, None)
                 if result and result.get("numberOfAnalystOpinions") is not None:
+                    result["symbol"] = requested_symbol
                     results.append(result)
 
         tasks = [get_one(symbol) for symbol in symbols]

openbb_platform/providers/yfinance/openbb_yfinance/models/share_statistics.py

@@ -119,9 +119,10 @@ async def aextract_data(
         import asyncio  # noqa
         from openbb_core.app.model.abstract.error import OpenBBError
         from openbb_core.provider.utils.errors import EmptyDataError
+        from openbb_yfinance.utils.helpers import normalize_yfinance_symbol
         from yfinance import Ticker
 
-        symbols = query.symbol.split(",")
+        symbols = [s.strip() for s in query.symbol.split(",") if s.strip()]
         results = []
         fields = [
             "symbol",
@@ -143,11 +144,13 @@ async def aextract_data(
 
         async def get_one(symbol):
             """Get the data for one ticker symbol."""
+            requested_symbol = symbol.upper()
+            provider_symbol = normalize_yfinance_symbol(symbol)
             result: dict = {}
             ticker: dict = {}
             try:
-                _ticker = await asyncio.to_thread(lambda: Ticker(symbol))
-                ticker = await asyncio.to_thread(lambda: _ticker.get_info())
+                _ticker = await asyncio.to_thread(lambda: Ticker(provider_symbol))
+                ticker = await asyncio.to_thread(_ticker.get_info)
                 major_holders = await asyncio.to_thread(
                     lambda: _ticker.get_major_holders(as_dict=True).get("Value")
                 )
@@ -162,6 +165,7 @@ async def get_one(symbol):
                     if field in ticker:
                         result[field] = ticker.get(field, None)
                 if result and result.get("sharesOutstanding") is not None:
+                    result["symbol"] = requested_symbol
                     results.append(result)
 
         tasks = [get_one(symbol) for symbol in symbols]

openbb_platform/providers/yfinance/openbb_yfinance/utils/helpers.py

@@ -2,6 +2,7 @@
 
 # pylint: disable=unused-argument,too-many-arguments,too-many-branches,too-many-locals,too-many-statements
 
+import re
 from typing import TYPE_CHECKING, Any, Literal, Union
 
 from openbb_core.provider.utils.errors import EmptyDataError
@@ -74,6 +75,29 @@
     "earnings_date",
 ]
 
+# Keep this conservative; Yahoo also uses one-letter exchange suffixes like ".L".
+CLASS_SHARE_SYMBOL_REGEX = re.compile(r"^[A-Z]{1,5}\.[ABC]$")
+
+
+def normalize_yfinance_symbol(symbol: str) -> str:
+    """Convert US class-share symbols to Yahoo's dash convention."""
+    clean_symbol = symbol.strip()
+    upper_symbol = clean_symbol.upper()
+
+    if CLASS_SHARE_SYMBOL_REGEX.fullmatch(upper_symbol):
+        return upper_symbol.replace(".", "-")
+
+    return clean_symbol
+
+
+def normalize_yfinance_symbols(symbols: str) -> str:
+    """Normalize a comma-separated symbol list for yfinance requests."""
+    return ",".join(
+        normalize_yfinance_symbol(symbol)
+        for symbol in symbols.split(",")
+        if symbol.strip()
+    )
+
 
 async def get_custom_screener(
     body: dict[str, Any],
@@ -220,8 +244,8 @@ async def get_defined_screener(
 
 def get_expiration_month(symbol: str) -> str:
     """Get the expiration month for a given symbol."""
-    month = symbol.split(".")[0][-3]
-    year = "20" + symbol.split(".")[0][-2:]
+    month = symbol.split(".", maxsplit=1)[0][-3]
+    year = "20" + symbol.split(".", maxsplit=1)[0][-2:]
     return f"{year}-{MONTH_MAP[month]}"
 
 
@@ -500,7 +524,13 @@ def yf_download(  # pylint: disable=too-many-positional-arguments
     from pandas import DataFrame, concat, to_datetime
     import yfinance as yf
 
-    symbol = symbol.upper()
+    requested_tickers = [
+        ticker.strip().upper() for ticker in symbol.split(",") if ticker.strip()
+    ]
+    provider_tickers = [
+        normalize_yfinance_symbol(ticker) for ticker in requested_tickers
+    ]
+    provider_symbols = ",".join(provider_tickers)
     _start_date = start_date
     intraday = False
     if interval in ["60m", "1h"]:
@@ -529,7 +559,7 @@ def yf_download(  # pylint: disable=too-many-positional-arguments
 
     try:
         data = yf.download(
-            tickers=symbol,
+            tickers=provider_symbols,
             start=_start_date,
             end=None,
             interval=interval,
@@ -550,22 +580,24 @@ def yf_download(  # pylint: disable=too-many-positional-arguments
     except ValueError as exc:
         raise EmptyDataError() from exc
 
-    tickers = symbol.split(",")
-    if len(tickers) == 1:
+    if len(provider_tickers) == 1:
+        provider_symbol = provider_tickers[0]
         if hasattr(data.columns, "levels"):
             try:
-                if symbol in data.columns.get_level_values(0):
-                    data = data[symbol]  # type: ignore
-                elif symbol in data.columns.get_level_values(1):
-                    data = data.xs(symbol, level=1, axis=1)  # type: ignore
+                if provider_symbol in data.columns.get_level_values(0):
+                    data = data[provider_symbol]  # type: ignore
+                elif provider_symbol in data.columns.get_level_values(1):
+                    data = data.xs(provider_symbol, level=1, axis=1)  # type: ignore
             except (KeyError, IndexError):
                 pass
-    elif len(tickers) > 1:
+    elif len(provider_tickers) > 1:
         _data = DataFrame()
-        for ticker in tickers:
-            temp = data[ticker].copy().dropna(how="all")  # type: ignore
+        for requested_ticker, provider_ticker in zip(
+            requested_tickers, provider_tickers
+        ):
+            temp = data[provider_ticker].copy().dropna(how="all")  # type: ignore
             if len(temp) > 0:
-                temp["symbol"] = ticker
+                temp["symbol"] = requested_ticker
                 temp = temp.reset_index().rename(
                     columns={"Date": "date", "Datetime": "date", "index": "date"}
                 )