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Evaluate Schwab client necessity - #9

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claude/evaluate-schwab-client-014Hnt8A6LxJAiNpUczFKmzA
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mikeymc wants to merge 1 commit into
mainfrom
claude/evaluate-schwab-client-014Hnt8A6LxJAiNpUczFKmzA

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@mikeymc

@mikeymc mikeymc commented Nov 16, 2025

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Removed the Schwab API client as it only provided historical prices, which yfinance already handles adequately. This simplifies the codebase and removes the need for Schwab API credentials.

Changes:

  • Removed backend/schwab_client.py
  • Removed schwab-py from requirements.txt
  • Updated app.py to use only yfinance for historical prices
  • Removed Schwab-related tests (3 test functions)
  • Updated README.md to remove Schwab API setup instructions
  • Updated .env.example to remove Schwab configuration

The application now uses:

  • SEC EDGAR for fundamental data (EPS, revenue)
  • yfinance for all historical and current price data

Removed the Schwab API client as it only provided historical prices,
which yfinance already handles adequately. This simplifies the codebase
and removes the need for Schwab API credentials.

Changes:
- Removed backend/schwab_client.py
- Removed schwab-py from requirements.txt
- Updated app.py to use only yfinance for historical prices
- Removed Schwab-related tests (3 test functions)
- Updated README.md to remove Schwab API setup instructions
- Updated .env.example to remove Schwab configuration

The application now uses:
- SEC EDGAR for fundamental data (EPS, revenue)
- yfinance for all historical and current price data
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