Finlytic/FinlyticFundamentals/Project.md

Finlytic Fundamentals Service

Finlytic Fundamentals is a C# background worker microservice responsible for fetching, caching, and serving financial fundamental data (P/E ratios, market cap, dividend yield, revenue growth, corporate calendar events) across global equities.

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Core Features & Architecture

1. Fundamental Data Ingestion:

   • Scrapes and ingests company fundamentals (AssetFundamentalsDto) including P/E, EPS, Market Cap, Dividend Yield, Revenue, Profit Margins, and Debt-to-Equity ratios.

2. Corporate Event Calendar:

   • Tracks earnings release dates, ex-dividend dates, payout dates, and shareholder meetings (CorporateEventDto).

3. MQTT Distribution Channels:

   • Publishes fundamental updates to finlytic/fundamentals/{isin} and finlytic/assets/fundamentals/{isin}.
   • Responds to RPC requests on services/request/fundamentals_Get/# and services/request/events_GetAll/#.

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Feature Status

Implemented Features

• Fundamentals Database Persistence & Caching (FundamentalsDbContext).
• Corporate Event Calendar storage & query handlers.
• Zero-Allocation MQTT serialization via FinlyticJsonSerializerContext.
• Pure Worker Service architecture (Host.CreateApplicationBuilder, no Kestrel HTTP server).

Planned Features

• Financial Modeling Prep / SEC EDGAR API automated quarterly filing sync.
• Automated Dividend Growth Rate & Dividend Safety Rating calculation engine.