Changelog#

Here are the notable changes.

2023-03-22#

2023-03-17#

The HISTORICAL_FX dataset is deprecated and removed.

2023-03-15#

The Apperate UI has been updated for the following capabilities:

  • Re-organized and simplified left navigation bar

  • Re-ordered tabs on the dataset page

  • Simplified overview page for datasets

  • Left navigation bar now shows most recent data sources, rules, and datasets

2023-03-06#

The FUTURE_PRICES dataset and endpoints are deprecated and planned for removal from Apperate and IEX Cloud Legacy.

  • Apperate endpoint: GET /data/CORE/FUTURE_PRICES

  • Legacy endpoint: End of Day Futures (Beta)

2023-03-03#

Deprecated and removed the following datasets from Apperate:

  • DIVIDENDS - replaced by superset dataset ADVANCED_DIVIDENDS

  • DIVIDENDS_FORECAST - was mistakenly added to Apperate

  • ESTIMATES - was mistakenly added to Apperate

  • FINANCIALS - use BALANCE_SHEET, INCOME, and CASH_FLOW instead

  • SPLITS - replaced by superset dataset ADVANCED_SPLITS

  • STATS - replaced by superset dataset ADVANCED_STATS

2023-02-10#

The Apperate UI and Rules Engine API have been updated for the following capabilities:

  • Ability to write rules on private (My Workspace) data

  • A rule is no longer limited to just one symbol

When using the Rules Engine API to edit a rule or create new rule, please note the following parameter changes:

  • ruleset has been removed and is replaced by index.

  • index has been added. It is an array that accomodates multiple data points Core Data or private (My Workspace) datasets–rules are no longer limited to Core Data and 1 symbol.

  • conditions references index values and not just field conditions.

2023-01-25#

  • Removed the Cryptocurrency endpoints and corresponding documentation.

2023-01-19#

  • POST /write is deprecated and replaced with POST /record. This was done to comply to RESTful Maturity level 1 & 2.

2023-01-13#

  • The Crypto endpoints are deprecated. This affects the following endpoints:

    • GET /crypto/{symbol}/quote

    • GET /crypto/{symbol}/book

    • GET /crypto/{symbol}/price

    • GET https://cloud-sse.iexapis.com/stable/cryptoEvents

    • GET /ref-data/crypto/symbols

2022-12-14#

  • Add CUSIP, ISIN and PermID URL(permid) to Knowledge Graph corpactions view.

  • add PermID (alpha) to supported securities identifier.

2022-12-13#

  • Improve POST /write speed.

  • Add Data Timing and Update Schedule details for Core Datasets.

2022-12-12#

2022-12-07#

  • Fix iexjs installation command instructions.

2022-12-06#

2022-12-05#

  • Disable real-time datasets for free plans.

  • Pause Apperate input streams until the data sources attach.

  • Reinstate the following common Apperate query parameters: cache, cacheTTL, callback

2022-12-02#

  • Egress credits are now charged for all active membership plans, including free plans.

  • Describe the GET /data parameters.

2022-12-01#

2022-11-28#

2022-11-22#

  • (NEW feature) Real-time writes with the apperate.write() JS method and the POST /write REST endpoint

  • Fix interface for managing the IEX Cloud Legacy pay-as-you-go credit limit

2022-11-21#

2022-11-16#

  • Exclude system datasets from max dataset check. See Pricing for your plan’s maximum Number of Datasets.

2022-11-15#

  • Add validationTopic to data-job schema. See also Create a Job.

  • Speed up metadata: HSCAN 10 -> HSCAN 500. See SCAN.

  • Fix unhandled rejection in validation task

2022-11-14#

2022-11-10#

2022-10-18#

  • When UTP is not authorized, specific fields are not returned from Quote, Intraday Prices, and OHLC endpoints. See Get Nasdaq-listed Stock Data.

2022-10-17#

  • Perform symbology lookup for aliased columns.

2022-10-12#

  • Add edit-on-GitHub icon for all docs site articles.

2022-10-11#

  • Fix Core dataset Open Docs link.

2022-10-07#

  • In credit use page, show user-visible IDs of deleted datasets.

2022-10-05#

  • Disable the sql-query Data API endpoint.

2022-10-03#

  • Premium Data is no longer available for purchase and the following endpoints are deprecated:

    • Audit Analytics

    • Audit Analytics Accounting Quality and Risk Matrix

    • Audit Analytics Director and Officer Changes

    • Fraud Factors

    • Non-Timely Filings

    • Kavout

    • K Score For China A-Shares

    • K Score For US Equities

    • Precision Alpha

    • Precision Alpha Price Dynamics

    • Refinitiv - Earnings

    • Refinitiv - Estimates

    • Refinitiv - Price Target

    • Analyst Recommendations

    • Refinitiv - Refinitiv

2022-09-29#

2022-09-27#

2022-09-22#

  • Disable but show paid Core datasets to free users.

  • Forbid dashes in workspace names.

2022-09-14#

  • Reduce initial console load time.

2022-09-08#

  • Handle Paygo credit if needed at upgrade

2022-08-31#

  • Show data ingestion progress in dataset overviews

2022-08-30#

  • Speed up time series metadata API call

  • Fix schema index UI

  • Add missing routes to GET /openapi-doc response

2022-08-29#

  • Deprecate the Sandbox testing environment

  • For a dataset’s Share API Docs token selector, show only tokens that have access to that dataset

  • Detect updates to time-series-inventory metadata, even when the dataset has not records

2022-08-25#

  • Return an error code in the message when an entity can’t be created

  • Fix workspace creation on upgrades from legacy plans

2022-08-23#

  • Fix upgrade from legacy Individual plan

  • Disable Cloud Cache in Apperate

  • Enable free Apperate plan tiers to create data sources, schedules, and credentials

2022-08-22#

  • Increase Minutebar transaction processing

2022-08-19#

  • Fix creating a dataset without any data source

  • Fix creating a dataset manually

  • Refactor Minutebar to consume less resources

2022-08-18#

  • Fix undefined data types in dataset API response attribute descriptions

  • Auto-enable pay-as-you-go in Apperate

  • Fix Core dataset API docs rendering speed

  • Restrict dataset names to alpha-numeric characters and underscores

  • Show console error message when max number of datasets reached

2022-08-15#

  • Add descriptions for all Core datasets

2022-08-11#

  • Fix dataset record counts

2022-08-10#

  • Provide one-step dataset creation–Apperate infers the schema

2022-08-05#

  • Support renaming datasets

2022-08-03#

  • Deconflict references to API docs for core and private datasets with the same name

2022-07-26#

  • Mark Core dataset indexed attributes in Core datasets sidebar

2022-07-22#

  • Fix displaying attribute types in datasets sidebar

2022-07-19#

  • Deprecate the internal “platform” dataset

2022-07-07#

  • Fix propagating indexed columns from nested views

2022-07-05#

  • Correct storage limit to 5gb

2022-06-30#

  • If you click an S3 bucket file name, select that file for ingestion

  • If an S3 data source object isnt found, indicate the missing bucket or file, including its name path

  • List each workspace’s datasets

  • If the user exceeds the storage limit, halt data ingestion jobs and print the amount of data currently stored

2022-06-28#

  • Keep auto-generated data sources from creating datasets

2022-06-24#

  • Fix ingestion schedule pause/re-enable functionality

  • List bucket contents when creating dataset from an S3 bucket

  • Add ability to create credentials in the Credentials dropdown

2022-06-17#

  • Add a dataset export mechanism

2022-06-16#

  • Make indexed schema properties required; allow all others to be null

2022-06-15#

  • Go to the create dataset page immediately upon creating a workspace

  • Add an API to page through S3 bucket listings

  • Make _system a reserved name prefix

2022-06-13#

2022-06-09#

  • Map the symbology property to the primary index property

  • Add APIs to generate schemas from remote data sources

2022-06-08#

  • Supprt selecting data files that have any name suffix or no name suffix

2022-06-03#

2022-06-02#

2022-05-31#

  • Save console messages to the log stream

  • Add aliases as suggested words in the SQL editor

2022-05-27#

  • Improve API docs URLs by replacing spaces with hyphens

2022-05-25#

2022-05-24#

  • Validate schemas during dataset generation

  • Fix insert row on the DATASET → Database page

2022-05-19#

2022-05-17#

  • Support DISTINCT in SQL queries

  • Support changing the dataset property associated with IEX Cloud’s metadata graph.

2022-05-16#

  • Support querying datasets that have hyphens in their names

2022-05-12#

  • Generate JSON schema for SQL view datasets

2022-05-11#

2022-05-10#

2022-05-09#

  • Make table lookup case-insensitive

  • Add SQL support for column aliases. Try it in your dataset Databse page’s SQL editor.

2022-05-06#

  • Support GROUP BY in SQL queries

2022-04-29#

  • Get new/modified dataset data by calling GET /data/:workspace/:id/:key?/:subkey? specifying a previous query ID using the queryId query parameter. See GET /data.

2022-04-27#

  • Support synchronous ingestion using “wait” query parameter. You can ingest data synchronously when calling the POST /data/:workspace/:id endpoint by setting the wait query parameter to true. See Ingest data.

2022-04-25#

  • Add API endpoint to GET log messages. You can fetch your logs by executing the GET /logs/:workspace. endpoint. See Get logs.

2022-04-20#

  • Improve logging for dataset jobs and console events. Learn more at Monitoring Logs.

2022-04-18#

2022-04-13#