Add Stock.get_quote_summary for sector + industry

.rubocop.yml

@@ -11,7 +11,7 @@ Metrics/AbcSize:
   Max: 25
 
 Metrics/ClassLength:
-  Max: 310
+  Max: 350
 
 Metrics/MethodLength:
   Max: 11

CHANGELOG.md

@@ -1,5 +1,9 @@
 # Change Log
 
+## [0.8.0] - 2026-05-17
+
+- Add `Stock.get_quote_summary(symbol)` returning `{ sector:, industry: }` via Yahoo's `v10/finance/quoteSummary?modules=assetProfile` endpoint. Returns `nil` for funds, ETFs, or any symbol where the asset profile is empty. Same cookie + crumb auth as the existing quote calls.
+
 ## [0.7.0] - 2026-05-16
 
 - Add `Stock.get_fx_rate(from, to)` returning the current FX rate between two ISO 4217 currency codes via Yahoo's `<FROM><TO>=X` quote symbol. Returns `1.0` for identity pairs without hitting the API; returns `nil` on error.

Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    yahoo_finance_client (0.7.0)
+    yahoo_finance_client (0.8.0)
       csv
       httparty (~> 0.21.0)
 

README.md

@@ -84,6 +84,16 @@ YahooFinanceClient::Stock.get_fx_rate("EUR", "USD")
 
 Identity pairs short-circuit to `1.0` without hitting the API. Returns `nil` on any upstream error.
 
+### Sector / Industry
+
+Fetch the sector and industry for a ticker via Yahoo's `quoteSummary` endpoint:
+```ruby
+YahooFinanceClient::Stock.get_quote_summary("AAPL")
+# => { sector: "Technology", industry: "Consumer Electronics" }
+```
+
+Returns `nil` for funds, ETFs, or any symbol whose `assetProfile` is empty. Sector data changes rarely — cache aggressively on the caller side.
+
 ### Dividend History
 
 Fetch historical dividend payments via the chart API:

lib/yahoo_finance_client/stock.rb

@@ -10,6 +10,7 @@ class Stock
     QUOTE_PATH = "/v7/finance/quote"
     CHART_PATH = "/v8/finance/chart"
     SEARCH_PATH = "/v1/finance/search"
+    QUOTE_SUMMARY_PATH = "/v10/finance/quoteSummary"
     SEARCH_BASE_URL = "https://query1.finance.yahoo.com"
     CACHE_TTL = 300
     MAX_RETRIES = 2
@@ -50,6 +51,17 @@ def get_fx_rate(from, to)
         fetch_from_cache(cache_key) || fetch_and_cache_fx_rate(cache_key, from, to)
       end
 
+      # Fetch the sector and industry for a single ticker via Yahoo's
+      # quoteSummary endpoint (`assetProfile` module). Returns nil for funds,
+      # ETFs, or any symbol where Yahoo doesn't expose an asset profile.
+      #
+      # @param symbol [String] stock ticker
+      # @return [Hash{Symbol => String}, nil] { sector:, industry: } or nil
+      def get_quote_summary(symbol)
+        cache_key = "quote_summary_#{symbol}"
+        fetch_from_cache(cache_key) || fetch_and_cache_quote_summary(cache_key, symbol)
+      end
+
       # Search the Yahoo Finance autocomplete index for matching symbols.
       #
       # @param query [String] free-text query (ticker or company name)
@@ -235,6 +247,45 @@ def parse_fx_response(response)
         nil
       end
 
+      def fetch_and_cache_quote_summary(cache_key, symbol)
+        profile = fetch_quote_summary_data(symbol)
+        store_in_cache(cache_key, profile) if profile
+        profile
+      end
+
+      def fetch_quote_summary_data(symbol)
+        retries = 0
+        begin
+          parse_quote_summary_response(make_quote_summary_request(symbol))
+        rescue AuthenticationError
+          retries += 1
+          retry if retries <= MAX_RETRIES
+          nil
+        end
+      end
+
+      def make_quote_summary_request(symbol)
+        session = Session.instance
+        session.ensure_authenticated
+        url = "#{session.base_url}#{QUOTE_SUMMARY_PATH}/#{symbol}?modules=assetProfile&crumb=#{session.crumb}"
+        HTTParty.get(url, headers: { "User-Agent" => Session::USER_AGENT, "Cookie" => session.cookie })
+      end
+
+      def parse_quote_summary_response(response)
+        if auth_error?(response)
+          Session.instance.invalidate!
+          raise AuthenticationError, "Authentication failed"
+        end
+        return nil unless response.success?
+
+        profile = JSON.parse(response.body).dig("quoteSummary", "result", 0, "assetProfile")
+        return nil if profile.nil? || profile["sector"].to_s.empty?
+
+        { sector: profile["sector"], industry: profile["industry"] }
+      rescue JSON::ParserError
+        nil
+      end
+
       def fetch_and_cache_dividend_history(cache_key, symbol, range)
         data = fetch_dividend_history_data(symbol, range)
         store_in_cache(cache_key, data) unless data.empty?

lib/yahoo_finance_client/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module YahooFinanceClient
-  VERSION = "0.7.0"
+  VERSION = "0.8.0"
 end

spec/yahoo_finance_client/stock_spec.rb

@@ -649,6 +649,104 @@
     end
   end
 
+  describe ".get_quote_summary" do
+    let(:base_url) { "https://query1.finance.yahoo.com" }
+    let(:cookie_url) { "https://fc.yahoo.com" }
+    let(:crumb_url) { "https://query1.finance.yahoo.com/v1/test/getcrumb" }
+    let(:cookie) { "test_cookie" }
+    let(:crumb) { "test_crumb" }
+    let(:session) { YahooFinanceClient::Session.instance }
+    let(:profile_url) { "#{base_url}/v10/finance/quoteSummary/AAPL?modules=assetProfile&crumb=#{crumb}" }
+
+    before do
+      described_class.instance_variable_set(:@cache, {})
+      session.send(:reset!)
+      stub_request(:get, cookie_url).to_return(status: 200, headers: { "set-cookie" => cookie })
+      stub_request(:get, crumb_url).with(headers: { "Cookie" => cookie }).to_return(status: 200, body: crumb)
+    end
+
+    context "when Yahoo returns a valid asset profile" do
+      let(:response_body) do
+        {
+          "quoteSummary" => {
+            "result" => [
+              {
+                "assetProfile" => {
+                  "sector" => "Technology",
+                  "industry" => "Consumer Electronics"
+                }
+              }
+            ]
+          }
+        }.to_json
+      end
+
+      before { stub_request(:get, profile_url).to_return(status: 200, body: response_body) }
+
+      it "returns the sector and industry" do
+        expect(described_class.get_quote_summary("AAPL")).to eq(sector: "Technology", industry: "Consumer Electronics")
+      end
+
+      it "caches the response" do
+        described_class.get_quote_summary("AAPL")
+        described_class.get_quote_summary("AAPL")
+        expect(WebMock).to have_requested(:get, profile_url).once
+      end
+    end
+
+    context "when Yahoo returns no asset profile (ETF / fund)" do
+      let(:response_body) { { "quoteSummary" => { "result" => [{}] } }.to_json }
+
+      before { stub_request(:get, profile_url).to_return(status: 200, body: response_body) }
+
+      it "returns nil" do
+        expect(described_class.get_quote_summary("AAPL")).to be_nil
+      end
+
+      it "does not cache the nil result" do
+        described_class.get_quote_summary("AAPL")
+        cache = described_class.instance_variable_get(:@cache)
+        expect(cache).not_to have_key("quote_summary_AAPL")
+      end
+    end
+
+    context "when assetProfile has empty sector" do
+      let(:response_body) do
+        { "quoteSummary" => { "result" => [{ "assetProfile" => { "sector" => "", "industry" => "" } }] } }.to_json
+      end
+
+      before { stub_request(:get, profile_url).to_return(status: 200, body: response_body) }
+
+      it "returns nil" do
+        expect(described_class.get_quote_summary("AAPL")).to be_nil
+      end
+    end
+
+    context "when Yahoo returns a non-success response" do
+      before { stub_request(:get, profile_url).to_return(status: 500, body: "boom") }
+
+      it "returns nil" do
+        expect(described_class.get_quote_summary("AAPL")).to be_nil
+      end
+    end
+
+    context "when the response body is not valid JSON" do
+      before { stub_request(:get, profile_url).to_return(status: 200, body: "<html>nope</html>") }
+
+      it "returns nil" do
+        expect(described_class.get_quote_summary("AAPL")).to be_nil
+      end
+    end
+
+    context "when authentication fails after max retries" do
+      before { stub_request(:get, profile_url).to_return(status: 401, body: "unauthorized") }
+
+      it "returns nil" do
+        expect(described_class.get_quote_summary("AAPL")).to be_nil
+      end
+    end
+  end
+
   describe ".get_quotes" do
     let(:base_url) { "https://query1.finance.yahoo.com" }
     let(:cookie_url) { "https://fc.yahoo.com" }