* Remove undesired example files
* Update the documentation for routines
* Add in video
* Add some additional text
* Add in a routines example that can be activated with --example
* Remove default old examples
* Add portfolio example holdings file
* Add portfolio optimization example allocation file
* Add example files for the portfolio menus
* Remove code that unintentionaly prints the home menu on every routine
* Add home instead of /
* Remove requirement to add file if you have an example
* Ensure portfolio/po/params also talks about docs correctly
* Move all routine, portfolio and screener presets to the correct folder
* Remove presets since they are moved
* Remove presets since they are moved
* Same implementation as for file in po
* Adjust code so it works with new folder
* Adjust code so it works with new folder
* Adjust code a little since I changed folder
* Update screener documentation to include how to create a screener
* Remove old readme
* Update documentation to better reflect where to find the files
* Also update SDK notes
* Update exe with auto complete and more info
* Add images
* Update images and the last script
* Update text to make it more apparent that it has an example attached
* Add section for routine scripts on home menu
* Make call_about more robust and add record and stop
* Update the routine markdown with info about record/stop including video
* Update scripts
* Update portfolio report
* Update tests and report
* fix small load bug
* rewrite help test
* last fix was buggy
* example by default
* fix po integration test
* keep example on arg
* adapt integration test
* fix portfolio integration test
* fix more portfolio integration tests
* pa is not an option anymore
* portfolio report choices only holdings
* update integration test for portfolio report
* Small formatting improvements
* Remove sleep and fix inconsistent return
* Some spelling
* oops
* Fix tests
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* bump
* Initial function write
* Delete this line from yaml
* Changed all the main things - Need help on tests
* pylint errors
* Tests v0
* Tests v1
* Tests v2
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* bump
* Update ALL the exports with sheet name option
* Update contributing too
* Add in sheet name to each docstring
* Update tests
* Fix the small things for tests
* Converting CONTRIBUTING.md back since I put minimal changes in and it complains
* Fix terminal exit after `--sort p/e` (#4013)
* fix scr sort exit
* rewrite unit test output
* rewind slash replace
* rewind slash replace
* fix regex
* rewrite expected scr tests
* black
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix: small typo (#4036)
* fix income comparison error (#4029)
* Update tests due to yfinance error
* I broke tests and fixed them
* Fix tests?
* Missed a few sheet name additions
* missed one more
* Fix some missing sheet_name parameters
* Fix a test I broke
* Update tests due to changes with sheet_name
* Update stocks and common
* Mutual funds just because
* Portfolio update
* Update Forecast
* Update Futures
* Update ETF
* Update Economy
* Update Crypto
* Update others
* Update documentation to explain --sheet-name
* It should be None test
* Add None for sheet_name since empty string can result in errors
* Formatting
* Fix tests
* Update documentation
* Also update the image
* Add back to options commands
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* adds filings function
* Updates test_print_help.txt
* Adds new filings function to SDK documentation.
* updates Stocks Menu screenshot to include `filings`
* updating unit testing
* requested changes
* more changes
* black
* removed a trail here that should have stayed local
* adds export flag
* correction
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* bump
* Update release branch
* revert conda yaml
* logging hash
* Update version number
* Added scipy to intel
* Add xgboost to intel
* add scipy libs to windows only
* add scipy sparse
* update scipy and pywin
* update tests
* UPdate installation.md to reflect 2.2
* fix yf unit tests
* Try to get futures tests working
* Ignore tz in yf download
* Found another end date needed
* delelte yf cache
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* Update sma.md
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Update installation guides with videos
* Add fix for Ruff crashing
* Me no longer do what James said
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix: wordwrap
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* fix: str
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* generate integration tests report
* new console report
* simple run_scripts
* move tests script to folder
* add skipping
* always display skips
* func name
* allow running from relative path
* rename some vars and time
* typo
* change portfolio supress and warning
* uncomment economy test
* rename test controller
* multiprocessing
* display test progress and available
* rename func
* mypy
* should not be here
* small changes
* type hinting and docstrings
* new subprocesses default
* forget context and chunksize
* clean len skipt
* small comment
* fix subproc default with v
* minor change
* fix path
* better this way
* make output visible
* allow only sequential run with verbose mode
* change message
* detail
* include andrew idea
* limit multiprocessing to clone version
* fix for package application
* must be up here
* allow verbose with multiprocessing but warn
* update readme
* move tests to core
* Update README.md
* Update README.md
* move readme outside
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* parse subproc arg
* Update README.md
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* Delete glossary base command
* move scripts
* ruff
* update pyproject.toml
* update yfinance
* fix futures and economy test, rewrite
* rewrite stocks test yfinance dependent
* refactor sia to yfinance 0.2...
* fix last failing sia tests
* black
* update reqs
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
* Added single block data
* Added single block data tests to test_blockchain_model.py and test_blockchain_view.py
* Made changes requested by reviewer.
* Updating with some of the new changes. Still have some to fix.
* Changed everything requested except a couple I need help on.
* Finished the last two changes.
* Resolving
* Added function for sdk and fixed a linter issue.
* Formatting
* Fixed tests
* tests
* Fix tests
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docker installation used wrong service
`docker-compose.yaml` service name was changed to `openbb` from `poetry` but documentation was not updated for all platforms
* fix: links
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update guides to API Keys for the OpenBB Terminal
* Small updates
* Update OpenBB SDK API Key documentation
* Update with summary tags
* Update api-keys.md
* Update api-keys.md
* SDK Update
* Terminal Update
* Jamesiboy had a request
* And this file needed changing too
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Addition of exchange holiday calendars using PandasMarketCalendar
* website update for holidays functionality
* Disable pylint too many attributes
* Changes to not show index for dataframe and include metavar
* Setting of default value for holidays
* Merge + black linter
* test fix
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* Creates Crypto/Discovery SDK Guide.
* moves `crypto.md` into a `/crypto` folder and renames as `index.md`
* makes requested changes
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* adding basic instructions for the export feature
As my first contribution I would like to propose adding some additional basic instructions for using the --export feature on this documents page
* Updates this page with some more export/import instructions.
* Linter
* exported for tables --> exported from tables.
* adding !
* adding !, attempt 2
* deleting the .VS file
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Updates Stocks Intro Guide for Terminal 2.0
* Makes requested changes.
* missed an ! prefacing the first image.
* Adds a section for accessing sub-menus
* Creates Stocks Screener SDK Guide
* linter
* linter again
* Updates with requested changes.
Requested changes have been made, and the script has been made more robust as I noticed that when collecting the data during market hours, the time it takes to request the data is enough to create differences in the Price, Change, and Volume columns. Solution was to drop them from four of five dataframe.
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
