Commit Graph

3346 Commits

Author SHA1 Message Date
Catalin Toma
07c08df84e Bug/2583 (#2671)
* #2583 [CT] Add and use denomination helper

* #2583 [CT] Fix Yahoo Finance denomination

* #2583 [CT] Fix typings for dict

* #2583 [CT] Add YF model get financials tests

* #2583 [CT] Fix stubbed currency

* #2583 [CT] Add test coverage for denomination helpers

* #2583 [CT] Fix YF view not exporting raw data

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-30 14:17:22 +02:00
montezdesousa
31c82b6ee7 Fix google trends. Error: The request failed: Google returned a response with code 429. (#2677)
* wrap possible errors

* black

* fix invalid date format on mentions when no ticker

* wrong comparison

* flake8

* fine tune exception msg

* flake8

* change if state

* henrique tip on exception

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-30 12:28:37 +01:00
Colin Delahunty
eb82d95054 Fixed ccxt (#2666)
* Fixed ccxt

* Tells you when a bad source is sent

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-09-30 12:34:56 +02:00
Om Gupta
7f9f753b39 fix (#2683) 2022-09-30 11:58:20 +02:00
Colin Delahunty
79da5fdaa2 Fix charmap flair issue on windows (#2664)
* Lets see this in windows CI

* Corret emjoi
2022-09-30 10:27:13 +02:00
Colin Delahunty
b0f8974537 Fix bug in reports (#2680) 2022-09-30 09:32:05 +02:00
Colin Delahunty
ab843d32fe Fixed shrs command -h (#2663) 2022-09-30 07:33:02 +02:00
montezdesousa
e4f5039627 Portfolio bundle fix (#2665)
* fix rvol

* added .

* remove all ifs

* fix rsharpe, rsortino

* reorder rsort, rsharpe args

* change error msg

* change error msg

* added verification to check if the window len is larger than sample len

* change rbeta msg

* fix var and es

* add more integration tests

* changed boolean params to true booleans

* renamed the file to use test_

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-29 18:59:09 +01:00
Colin Delahunty
ae54ba58bf Added integration tests fixes (#2670) 2022-09-29 18:56:01 +02:00
Damian Guenzing
30be17a924 fix get_df for output in stocks/disc (#2667)
* Update disc_helpers.py

* fixed linters

* removed whitespace

* reordered imports
2022-09-29 13:58:35 +02:00
Paul Symonds
769ae75805 Add End of Day Historical Data to FA : https://eodhistoricaldata.com/r/?ref=869U7F4J to (#2500)
* Add new premium source https://eodhistoricaldata.com/r/?ref=869U7F4J

* Added eod dependency to requirements.txt

* Added eod dependency to requirements.txt via poetry and fixed typo

* fixed some display bugs for stock info

* Implemented stock/load for eodhd,  use keys / eodhd demo for key.

* Commit before Pull -Implemented stock/load for eodhd,  use keys / eodhd demo for key.

* Committing files so I can merge

* Committing files so I can merge

* Committing files so I can merge

* Committing files so I can merge

* Committing files so I can merge

* Committing files so I can merge

* Committing files so I can merge

* Merge

* Fixed dependencies

* Committing files so I can merge

* Committing Stock_Helper with pylint: disable=R091

* Downgraded charset normalizer

* Fixed issues with keys

* Committing fixes to eodhd

* Committing fixes to eodhd remove eod library

* Committing initial code to add FA Balance Sheet soure eodhd

* Committing eodhd Balance, Income and Cash  Plots working (Ratios need a test for eodhd I couldnt get this to return on my slow machine) - Do not merge

* Committing eodhd Balance, Income and Cash  Plots working, Ratios working limited to 5 years - Do not merge

* Committing eodhd Balance, Income and Cash  Plots working, Ratios working limited to 5 years - Do not merge

* Added fixes

* Fixed poetry

* Added test fixes

* Updated poetry lock and reqs

* Updated json

* Reverted dependencies

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-09-29 08:44:55 +02:00
Colin Delahunty
c052ed3e05 Fix bad api output (#2659)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-29 06:48:27 +02:00
Colin Delahunty
3685001fba Last stocks int (#2658)
* Added stocks/ins fixes

* Fixed stocks/options

* Fixes stock/scr
2022-09-28 16:55:37 -04:00
Colin Delahunty
6c0942898c Fixes integrated tests for alt and economy (#2655)
* Fixes integrated tests for alt and economy

* Added fixes

* Added fixes
2022-09-28 16:18:55 +01:00
Colin Delahunty
446a29ec91 FIxes topbuys (#2657)
* FIxes topbuys

* Fixed tests
2022-09-28 16:48:37 +02:00
Colin Delahunty
532daac9fe Fix stock and fund (#2656)
* Added handling for bad data

* Fixed stocks/ba

* Fixed stocks/disc

* Fixed stocks/fa

* Added test fixes
2022-09-28 15:38:34 +02:00
James Simmons
ef36c00f28 fixing integration tests for crypto defi (#2624)
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-28 06:38:13 +02:00
James Simmons
b2d570a672 integration test fix for crypto disc (#2625)
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-27 22:34:44 -05:00
Colin Delahunty
0fd456f280 Fixed the bug and refactored updating active data (#2651)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 21:20:08 +02:00
Chavithra
f61ff12b9a CI : Disabling log collection (#2653) 2022-09-27 13:25:55 -04:00
Colin Delahunty
96455d6a28 Small refactor to terminal.py (#2640)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 12:34:53 -04:00
Colin Delahunty
72faca4ac0 Fixes economy controller (#2645)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 12:34:32 -04:00
Colin Delahunty
c1b352e737 Fixed the bug in crypto/dd/oi (#2650)
* Fixed the bug

* Update coinglass_model.py

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 18:30:06 +02:00
Colin Delahunty
60c060afad Etf fix (#2647)
* Fixes economy controller

* Fixed basic etf issues

* Undid bad fix

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 09:39:35 -04:00
Colin Delahunty
7c64e66300 Update README.md (#2648)
* Update README.md

* Update README.md

* Update README.md

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 09:38:29 -04:00
Colin Delahunty
25962e0777 Fixes econometric menu (#2644)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-27 09:38:16 -04:00
Colin Delahunty
fcf2330888 Added fixes (#2643) 2022-09-27 09:37:37 -04:00
Om Gupta
3780cffece New path for presets (#2634)
* modify path for etf, options, insider

* fix small

* change path for stocks screener

* fix flake 8

* remove preset_path

* black

* fix

* fix tests

* fix tests

* fix flake8

* change paths_helper load

* put ns parser back

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-27 15:20:24 +02:00
Om Gupta
26c14f262e New path for data_sources_default.json (#2646)
* create_data_source file

* add data_sources in user menu
2022-09-27 13:36:05 +01:00
James Simmons
6339d088a6 fixing crypto nft integration bug (#2639)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-27 11:04:40 +02:00
Colin Delahunty
e67e0d8678 Improved futures dashboard (#2635) 2022-09-27 08:18:36 +02:00
Colin Delahunty
390f834a0c Removed ford command (#2627)
* Removed ford command

* Fix hugo

* Fix tests

* Fixed test and hugo
2022-09-27 07:49:17 +02:00
DidierRLopes
1f85ae2b70 Refactor CONTRIBUTING GUIDELINES (#2494)
* minor improvement

* improve README

* Small improv here

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* improving contributing document

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* test changes

* structure

* line break

* fix structure

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update README.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

* Contributing Guidelines : updating tests part to link the tests documentation + adding part about logging

* Update CONTRIBUTING.md

* Update CONTRIBUTING.md

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-09-26 21:56:50 +01:00
Colin Delahunty
9e742c0bb6 Added recom error handling (#2628) 2022-09-26 20:23:50 +02:00
Colin Delahunty
c777ccb5c2 Fixed export_data issue in Options controller (#2629)
* Fixed export_data issue

* Fixed small issue
2022-09-26 17:03:01 +02:00
Colin Delahunty
2f57a92359 Fixed bad source default (#2630) 2022-09-26 15:47:08 +02:00
Om Gupta
a5f5a33a3a New path for routines (#2632)
* routines changes

* merge

* routines folder

* black terminal
2022-09-26 14:00:55 +01:00
Om Gupta
5a3a9f94e5 New path for portfolio data (#2611)
* start portfolio path change

* portfolio path changes

* some more changes

* fix

* allow default files to be imported

* portfolio changes

* allow default portfolios to be imported

* black

* fix pylint

* add files in terminal spec for reports

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-26 12:28:58 +01:00
Colin Delahunty
abb060f2f0 Update pull_request_template.md (#2631)
* Update pull_request_template.md

It can be easy to forget everything we need to do in testing. I added this simple checklist so that we forget less often.

* Update pull_request_template.md
2022-09-26 11:02:36 +01:00
John Inge
98ab28200f fix typo (#2617)
Co-authored-by: john <john@erlandsen.tech>
2022-09-25 14:10:36 +01:00
Om Gupta
b78f024a6f Be able to change user data folder and add path for exports (#2592)
* modify export function to user data function

* change to exports

* change i18n

* be able to change user data folder

* black

* add exports to paths_helper

* black

* minor fixes

* fix

* small change to exports

* fix

* exports changes

* fix export

* fix reports export

* black

* minor changes

* fix test

* fix dcf export

* type ignore

* black

* pylint

* fix tests

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-09-25 12:45:22 +01:00
northern-64bit
88966cb329 Fixing the voi command (#2613)
This fixes the bug #2259
2022-09-24 23:45:00 +01:00
John Inge
8e20d9eb83 Bug/2590 error setting exp (#2615)
* set yahoo finance as default model if source not set

* set yahoo finance as default model if source not set

Co-authored-by: john <john@erlandsen.tech>
2022-09-24 23:36:18 +01:00
montezdesousa
7a02f85e51 Portfolio controller fixes (#2610)
* fix some bugs

* fix rf bug

* fix rf units

* black

* fix tagency not showing

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-23 23:14:46 +01:00
Catalin Toma
d0914a84d3 Fix exports (#2584)
* Fix exports missing on Eclect.US and Finviz

* Fix formatting

* Fix formatting

* Fix lamda not using 'def'

* Fix pylint issues

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-09-23 22:17:53 +01:00
Uzair Aftab
35b21cee39 refactor: convert for loops into list and dict comprehensions (#2493) 2022-09-23 22:59:12 +03:00
montezdesousa
593bcf8369 stocks/dps bug fixes (#2614)
* fix dps prom and ctb

* fix prom command

* fix dpotc

* fix unit test
2022-09-23 18:36:35 +01:00
Colin Delahunty
0b33cb45f8 Adds auto yaml generation (#2587)
* Began working on docs creator

* Added fixes

* More

* More

* Adding autogen_try.py for OpenBB API doc generation

* OpenBB API docs gen try

* Fixed

* Added fixes

* Added fixes

* subs -> sub

* Updated docs

* Updated docs

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-09-23 16:43:34 +01:00
Colin Delahunty
197c08e8ed Fix a bug and refactor stock helpers (#2566)
* Refactored stocks_helpers

* Fixed naming issue

* Reverted changes

* Added fixes

* Added pylint fixes

* Added fixes

* Fixed tests
2022-09-23 15:24:27 +01:00
Om Gupta
8e3760a503 fresh reports fix (#2570)
* merge API factory

* add helpers, stocks, crypto, forex

* minor forex changes

* include forex api paths

* add 2 missing forex funcs

* portfolio brokers refactor

* display help on api func call

* add econometrics virtual paths to api

* add api unit test

* fixed report for the new api

* minor portfolio refactorings

* added gdapps

* anchor_yield path

* some more crypto path fixes

* small change

* fixed wrong param

* minor fixes

* wip - inital commit for forex report

* add bw as a model, we'll get better solution afterwards

* added ema with dummy model as it adds great functionality to the report

* minor fixes

* wip - added functions to forex report

* add feedparser news path

* add new virtual paths to api

* adding commands to equity report

* revert to old paths, new ones were breaking

* Add in very basic ETF report

* Add candle chart to ETF report

* add etf load

* allow use of candle without data

* add raw to candle

* added forex report

* ongoing equity report

* equity report change

* fix some portfolio bugs and add docstrings

* include portfolio paths and coin class

* add crypto paths

* change event dates to str

* starting economy report

* window for limit

* equity report and refactor newsapi

* add helper to api

* update on economy report

* equity report

* update economy report

* refactor some docstrings

* change maturities helper

* refactor newsapi

* refactor futures command

* add some sauce to ycrv plot

* black

* update report

* refactor alphavantage

* refactor wsj

* update economy report

* ycrv tenor

* map avaiable_indices

* map economy helpers

* fix econdb docstring

* add plots on economy report

* minor fixes

* wip - crypto report

* update economy report

* added same default args as view

* added view to explicity use chart=True when suing the api

* adjustments - removed rich tables to use only df

* final version economy report

* change report name

* equity report for review

* linting

* add etf symbols endpoint

* incorporate feedback economy report

* fix reports launch by adding tag to economy report

* fix equity bug

* remove analyst name

* fix

* fix news

* make links hyperlinks for equity

* click links

* fixed arg name

* improved news

* small improves

* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)

* improved report

* run reports in installer

* fix #2209

* minor ycrv refactoring

* refactor portfolio/holdv virtual path

* refactor benchmark trades

* fix events args

* adapt economy report to changes

* fix portfolio controller bug

* holdv refactor

* refactor perf command

* start portfolio report

* remove perf view

* refactor holp

* add textwrap3 to poetry (doesn't solve the error)

* fix equity after merge

* add some rolling commands

* fix equity after save button

* improved crypto report, plus minor fixes

* minor fixes on the reports

* add maxdd and distr

* refactor qa

* var command

* refactor qa expected shortfall

* add es command

* add es command

* fix qa percentile bug

* fix economy rendering

* refactor qa omega

* add om command

* add summary command

* add dret command

* add mret command

* add yret command

* add metrics

* add allocs to report

* remove bro and po commands, add later

* fixed some tests

* adjustments to crypto report

* Fix docstring for VSCode

Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.

* minor adjustment

* remove nft calendar model virtual paths

* Add in Portfolio report

* fix external axes portfolio view

* Update portfolio report with rolling plots

* Details for ETF and Portfolio

* fix economy report

* change analyst to openbb

* floppy

* fixed unmatched axis in reports

* Speed up tests

* fix file and load on po

* get_news output

* add some po paths

* Add integration tests for Reports menu

* refactor maxsharpe

* open maxsharpe

* open minrisk

* open maxutil

* open maxret

* Added fixes

* black

* remove useless views

* Fixed small issue

* refactor ef

* open ef api

* portfolio optimization report

* Added fixes

* unblock api loading

* add more endpoints

* update po report

* unblock api loading

* update po report

* expose herc

* expose property endpoint

* Added fixes

* More api fixes

* flake8

* Fixed some mypy

* news api model

* flake8

* mypy fix

* mypy

* black

* pylint

* fix tests

* markdown

* markdown

* Added fixes

* fix economy report

* merge

* fix economy report

* remove empty notebook

* expose nco

* remove jupyter notebook

* expose plot endpoint

* remove po report, just used for tests

* api v paths plot

* remove api_old

* change loading msg

* fresh reports fix

* remove papermill from requirements

* Hide output (text and charts) that is produced during report execution

* minor fix in equity

* comment out api and fix style

* update poetry

* poetry fix

* fix poetry and requirements

* pylint disable

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-09-23 14:30:23 +01:00