* Change about us to open_terminal_documentation
* Change the home menu to be more compact
* Make changes to menu layout and change bottom bar
* Change about command to send you to the documentation and add about to bottom bar
* Add in about choices to all menus
* Adjust wording
* Adjust the website to match terminal commands and make adjustments for common menus
* Update the website and small change to about command
* Small adjustment to about command
* Remove update command
* Add some more info about arguments
* Fix broken link
* Add pro tip
* Update keys to work well with about
* Fix some common paths
* Add back in the update command with exception if packaged application
* Remove update comment
* Fix all the things
* Make about more robust and also add in exe
* Make sure that there are actual commands and menus
* Small detail
* Add in Scripts guide
* Add template script
* Add Scripts to menu
* Update Scripts guide
* Add section on Scripts & Routines in the Getting Started guide
* Update _index.md
* Get rid of images
* adds Introduction to Options Screener Guide and renames the folder from "scr" to "screen" to match the Terminal structure
adds Introduction to Options Screener Guide and renames the folder from "scr" to "screen" to match the Terminal structure
* Changed /stocks/options/scr --> /stocks/options/screen & deleted unused tree: /stocks/options/payoff
Changed /stocks/options/scr --> /stocks/options/screen & deleted unused tree: /stocks/options/payoff
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix#1850
* fix#1831
* add extra check to Reddit API keys
* ignore warning message to update praw api
* improve OpenBB links
* fix quick performance only on stocks class because I'm James bitch
* fix quick performance only on stocks class because I'm James bitch
* fix#1829
* fix#1821
* add messari to keys - fix#1819
* example of multiple oclumns to check on options/chains
* minor improvement in xlabel re. #1814
* remove repeated command
* fix#1698
* fix line too long
* fix#1814 fr now
* fix tests
* Fix multiple bugs
* Disable false positive pylint in some crypto models
* Fix website not building because of expo command removed
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* More text, fixed links, added common menu
* Add in bunch of filler text
* Found another broken link
* Get rid of old content
* Push small changes
* Update installation instructions
* Small tweaks
* More adjustments
* Greatly improve the documentation
* Rename the website from OpenBB Terminal to OpenBB Documentation
* Adjust the menu
* Add 'Table of Contents' to the toc file
* Small improvs
* Fix broken links
* Improve more
* Small small small fix
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* update to index list
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* guides: behavioural anaylsis & trading hours
* linter
* Add in Hugo Docs for tradinghours and behavioural analysis
* Move things around, fix some errors
* Update _index.md
* Update _index.md
* Update _index.md
* Small fix
* Add in better Discord link
* Adjust BA location
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
* improve econometrics load, custom_reset
* improve econometrics UX and remove options cmd
* fix sector and industry analysis
* improve econometrics and export data from main menu
* improve toolbar vis to add helper -h
* imporve type and desc
* add logger
* econometrics improve ols
* improve root and norm commands
* more cleanup
* improve econometrics commands
* api econometrics
* tests econometrics
* improve index command
* change modify to add,delete,combine and rename
* minor fix
* update docs
* update pylint
* update pylint
* tests
* Update documentation
* fix type command
* index
* improve more econometrics for Jer
* improve docs
* fix tests
* fix test
* remove help
* Add in robustness for when you select two dependent variables
* Update Website documentation
Co-authored-by: JerBouma <jer.bouma@gmail.com>
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* update to index list
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* guides: behavioural anaylsis & trading hours
* linter
* Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides
* Update _index.md
* Update _index.md
* Update _index.md
* Remove images
* Some small improvements
* Update _index.md
* Add GIF
* ABC
* Add files via upload
* Fix small mistake
* Remove installer explanation since it is better documented in Hugo
* Small fix
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
* Working exponential with bugs
* utilizing business datatime + fillers
* working figures
* expo with more functionality
* historical forcasting feat.
* numeric values for forcasted days
* print pretty predictions
* formatting
* code cleanup
* doc strings fix
* more docs
* quick fix
* refactoring
* poetry updates
* typo
* test script update
* update requirements.txt
* refactoring and Hugo website
* Update _index.md
* reverting poetry and requirements for now.
* minor mod and removal of space
* Update readme for forecasting
* removal of old TF version
* reqs and poetry
* linting
* merge main.yml from main
* supress warnings due to lib version change
* reverting main.yml
* retrying expo on main.yml
* fixing fundamentalanalysis version
* update poetry fundamentalanalysis
* type casting arg parse
* seasonal period default update
* update en.yml
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add in Guides documentation to the terminal
* Don't need eg twice
* Update _index.md
* Delete website/content/terminal/getting_started/images directory
* Update _index.md
* Delete website/content/terminal/introduction_to_stocks/images directory
* Adjust css so that tables and lists also have white text
* Small small change
* update white svg
Co-authored-by: jose-donato <zmcdonato@gmail.com>
* improve portfolio controller
* improve menu ux with disabling command when port or bench are not loaded
* allow custom reset with benchmark and portfolio loaded
* bench needs portfolio loaded to use start date, reflect that
* fix tests
* allow to see sum of a portfolio holdings
* add r-square to portfolio
* add skewness of data
* add kurtosis
* add stats
* allow perf command to select a period
* add yearly returns to cumulative return plot
* add individual rolling volatility
* add individual rolling sharpe
* add individual rolling sortino
* add individual rolling beta
* add period to cumulative returns
* clean up on aisle 5
* minor fix
* add volatility, sharpe ratio, sortino ratio and maximum drawdown ratio
* remove duplicated metrics
* check for portfolio and benchmark more modular
* fix tests
* remove sqrt(N) and N from sharpe and sortino calculations
* allow hold to export raw data from tail
* automatically add space before and after table
* add portfolio holdings in percentage
* fix relative dates to be more accurate
* refactor metric command to allow to select a metric of interest and check different periods
* fix cumulative return and implement new yearly return command
* add daily returns graph
* add distribution of daily returns command
* add monthly returns command
* add summary command with multiple metrics for a specific period
* calculate yearly (out)performance
* fix show
* rbeta with benchmark of 1
* improve mret style
* improve title of distribution
* improve volatility
* minor improvement in doc
* improve mret and yret
* tests
* update portfolio content on hugo docs
* fix ycrv hugo docs
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* fix issue
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* Adds yield curves
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* ycrv plots by default
* Limits source choices and renames raw columns
* Fix test
* Fix test
* lint
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add in Portfolio Holdings for Attribution functionality
* Update a whole bunch
* Small bugfix and linting
* Remove print statements
* Update Excel to match Yahoo Finance categorization
* Make sure portfolio and benchmark are aligned
* Add in benchmarks, robustness and bugfixing
* Improve the spreadsheet
* Add in allocation model and improve portfolio features
* Bugfixing and more equities in the template
* Bugfix
* Bugfixing
* Add tests and website stuff
* WORK
* Clean up the code
* Add back in terminal changes
* Missing an enter imo
* Documentation fix
* Small fix
* Change code because tests cant handle formatting
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix defi lending and borrowing (test_crypto_defi.openbb)
* Update Defi test data
* Remove cnn feargreed command from economy menu
* Fix stocks/ba integration tests
* Fix whale alert redirects blocking the keys menu
* Add failed request handling to whale alert command
* Remove feargreed from hugo
* Remove feargreed from bot
* Warn that portfolio optimization can take a long time
* Remove feargreed from project deps
* Update welcome message
* Update requirements txt
* Fix welcome message test
Co-authored-by: piiq <piiq@tinag.ru>
* Add in polygon stock load
* Add in tests for polygon stock load
* Add in a `codes` command to get IDs from polygon
* Add controller + website content
* update test
* didier - you still a pain
* oops
* this is what happens with your import request
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Update _index.md
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* configure portfolio optimization parameters ini
* minor improvement
* Revert "New-Portfolio-Optimization-Menu"
This reverts commit b4b7169cfb.
* Add in Excel functionality and improve the capabilities
* Add Excel load function
* Tidying up the functions
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Re-add my code
* Some spacing and details
* Add folder structure for portfolio
* Update terminal file loading
* New-Portfolio-Optimization-Menu
* Make it possible to move from params to po with loaded file
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Making the connection between the parameters file and the functions
* Add in allocation and new params files
* Improve params default settings
* New-Portfolio-Optimization-Menu
* Update Portfolios and Params sheets
* Update sheets
* Update command to load in correct sheet
* Adjust function to only read specific columns
* Update portfolio
* Small correction
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Patched up show error
* Add Equity portfolio
* Make functions more robust
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Add in Params documentation
* Fixing Linting
* Add in Requirements and Poetry Updates
* Update website
* linting
* Update tests
* Minor fix
* remove unneccesary READMEs
* Remove expected variable type
* Improve documentation
* Clean up the code
* Refractoring
* Adjust names to make it OS friendly
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Add API for Reddit sentiment command.
* Add helper functions for Reddit sentiment command.
* Add implementation of Reddit sentiment command.
* Update BA tests to include reddit_sent.
* Add documentation for reddit_sent.
* Add link to reddit_sent from main.yml.
* Refactor get_sentiment in order to avoid globals and make empirical scaling more obvious.
* Add default arguments to Reddit sentiment functions.
* Add option to display raw sentiment values in reddit_sent command.
* Add external axis to reddit_sent command.
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* add ctb to dps
* add test for ctb
* reformat using black
* fix tests for ctb
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* adds new features to Bot menu: dd/borrowed & econ/repo
created entries for new bot features: dd/borrowed & econ/repo
also added a fixed broken feature that had been left off - screener/historical
* created path and file for /bots/discord/dd/borrowed/_index.md
created path and file for /bots/discord/dd/borrowed/_index.md
* created path and file for /bots/discord/econ/repo/_index.md
created path and file for /bots/discord/econ/repo/_index.md
* removed screener/historical - feature does not work
removed because this feature does not work.
* updated to include intraday option
updated to include intraday option
* updated to include intraday option
updated to include intraday option
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* corrected
* corrected
* corrected
* corrected
* corrected
* updated to include intraday options
updated to include intraday options
* changed ta cg --> ta-mom cg
changed ta cg --> ta-mom cg
* changed ta donchian --> ta-vlt donchian
changed ta donchian --> ta-vlt donchian
* EMA is now under ta-ma options
EMA is now under ta-ma options
* ta sma is now under ta-ma options
ta sma is now under ta-ma options
* ta hma is now under ta-ma options
ta hma is now under ta-ma options
* ta wma is now under ta-ma options
ta wma is now under ta-ma options
* ta zlma is now under ta-ma options
ta zlma is now under ta-ma options
* consolidated moving averages into ta-ma
consolidated moving averages into ta-ma
* updated to include intraday options
updated to include intraday options
* changed ta kc --> ta-vlt kc
changed ta kc --> ta-vlt kc
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* Consolidated Discord Bot Moving Averages
Consolidated Discord Bot Moving Averages
* updated to include intraday option
updated to include intraday option
* updated to include intraday options
updated to include intraday options
* created path and file for /bots/discord/options/smile/_index.md
created path and file for /bots/discord/options/smile/_index.md for /opt smile
* added /bots/discord/options/smile
added /bots/discord/options/smile
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* Initial start-up of the Economy revamp
* Add Country Codes
* Initial Revamp of the Menu
* Add indices
* Integrate FRED menu into the Economy menu
* Add Treasury rates for the United States
* Significantly speed up treasuries function and misc
* Add in inflation indexed average
* Optimise treasury code + move raw and limit parameters
* Attempt to fix tests
* Fingers crossed tests pass
* Fix exports
* Add multi-plotting functionality as well as robustness of functions
* Improve documentation Plot command
* Please tests.. work.
* Update tests, fix currency exchange rate and some misc
* Does download work?
* Tests. Work. Now.
* This can't be it right?
* Renew tests
* Some formatting
* Update _index.md
* Delete website/content/terminal/economy/cpi directory
* Update _index.md
* Delete website/content/terminal/economy/currencies directory
* Delete website/content/terminal/economy/glbonds directory
* Delete website/content/terminal/economy/usbonds directory
* Delete website/content/terminal/economy/indices directory
* Update _index.md
* Delete website/content/terminal/economy/gdp directory
* Delete website/content/terminal/economy/gdpc directory
* Delete website/content/terminal/economy/grains directory
* Delete website/content/terminal/economy/inf directory
* Delete website/content/terminal/economy/meats directory
* Delete website/content/terminal/economy/metals directory
* Delete website/content/terminal/economy/softs directory
* Delete website/content/terminal/economy/unemp directory
* Delete website/content/terminal/economy/tyld directory
* Delete website/content/terminal/economy/fred directory
* Create _index.md
* Create _index.md
* Rename website/content/terminal/macro/_index.md to website/content/terminal/economy/macro/_index.md
* Create _index.md
* Create _index.md
* Delete website/content/terminal/economy/energy directory
* Create _index.md
* Improve documentation and re-do tests
* Rename to make it work
* Add Script
* fix env yaml with new cvxpy
* Make plot command make nice legends
* Forgot one
* clean up yfinance index commands for errors
* Update images since I made them prettier.
* add mocking for yf download
* redoing tests...again
* Improve plotting by placing the legend outside the graph
* Move Legend to outside the graph and improve -sp argument from macro
* Details
* Bugfix
* Update _index.md
* Update _index.md
* Update _index.md
* Even prettier
* Update _index.md
* Fix treasury legend
* Re-update tests, does this work?
* Always fill index_data and check if show_error on True does anything
* ...
* Update workflows
* Revert "Update workflows"
This reverts commit d7c0d22fe0.
* Attempt 12331212312 to Fix Tests
* Attempt 12331212312 to Fix Tests #2
* Ok, this is it?
* Almost there James.. almost there..
* Neater way of plotting -y1 goes in column 1 and -y2 in column 2
* Fred legend should be same size
* Update _index.md
* Change it so VIX == vix for Indices
* Add options command and remove it from plot
* Typo
* Renew tests, add more countries and apply wrapping to plots
* Reduce title size, doesn't have to be so large
* Quick start of prediction from economy
* Quick pred cleanup
* test
* Clean up pred `pick` and add hugo
* Add in qa to economy while I am here
* Add in qa menu
* mock visualize output and export data
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
* Add market cap dominance from Messari
* Add command to script
* Add tests and hugo server
* Update tests
* Fix tests
* Remove test view
* Fix Jose's comments
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Add initial implementations of the API wrappers
* Fix typos in docstrings
* Fix typos an markdown linting errors in docs
* Ditch using insecure eval in favor of secure getattr
* Add GST notebooks API documentation
* Add notebook screenshot to the GST API docs
* Add cramer by ticker and move both to ba
* Fix apis and move existing tests
* Add new tests + gst
* Hugo
* Update _index.md
* Fix tests
* quick changes
* add splits feature
* add tests
* add splits to integrated tests
* Add splits hugo
* Update _index.md
* refactor econometrics style
* rewrite stocks/fa tests
* Implement market cap command (#1437) (#1440)
* add gst letters only
* implement market cap command
* add tests
* update hugo with mktcap cmd
* add mktcap to integrated tests
* Update _index.md
* update test fa data
* Update fa_controller.py
* fix tests fmp
* fx some of the av tests
* add export capability to AV earnings
* fix test_fa_controller
* fix source in options controller
* fix tests with Chavhi help
* fix test
* add gst letters only
* implement market cap command
* add tests
* update hugo with mktcap cmd
* add mktcap to integrated tests
* Update _index.md
* update test fa data
* Add Statistics Menu
* Add Granger Causality test
* Apply Black formatting
* Add Cointegration Tests
* Adjust plotting for Cointegration test
* Add Significant parameter to Cointegration tests
* Move regression functions to seperate .py files
* Progress on Panel Data
* A lot of progress for Panel Data
* Make functions robust and improve documentation
* Re-enable Breusch-Godfrey
* Add modify functionality
* Improve modify functionality
* Add Breusch-Pagan heteroscedasticity test
* Capitalize a word
* Include documentatin for the Statistics Menu
* Update _index.md
* Update _index.md
* Update _index.md
* Fix export statements and add Example datasets
* Update example with Longley's dataset
* Update documentation with a legit source
* Compare the results from each regression models based on the wage_panel dataset
* Updated with all relevant types of regression tables
* Update with all relevant regression types for Panel data
* Update _index.md
* Add change column type, improve OLS, add time and entity effects for FE
* Update documentation and fix a small bug
* Add in Statistics menu, replacing Custom menu
* Remove custom menu
* Add in documentation
* Add in gst files
* Cointegration can be used on any amount of columns
* Add Tests
* Make tests time invariant
* Update Poetry and Requirements
* Change name of Statistics menu to Econometrics menu
* Rename scripts
* Add type in Documentation
* Change names from Statistics to Econometrics
* Add graph
* Update tests with rounding and naming
* Make minor adjustments to fix the tests
* Updating tests : allow extra args for capture
* Apply recorder formatting
* Adding some minor formatting
* Fix error with MyPy
* Attempt to fix MyPy annoyance
* super small style things
* Fix small bugs and add plot command to dwat
* Small description mistake
* Update documentation with missing argument
* Update styling
* Add error handling and add improve show functionality
* Fix merge issue
* Allow import from custom_imports
Co-authored-by: Jeroen Bouma <jeroenbouma@MacBook-Pro-van-Jeroen.local>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
