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987 Commits

Author SHA1 Message Date
tehcoderer
b90cbc98d8 Squashed commit of the following: 
commit 70f70a81b4
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Thu Aug 3 12:43:55 2023 +0100

    Hotfix/sdk py38 (#5279)

    * replace unsupported Annotated, MappingProxyType, is_annotated_dc

    * fix package builder

commit 61afffb1f5
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:56:40 2023 +0100

    typing

commit 0b3b30eccc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:51:07 2023 +0100

    rename exception for better localization

commit 49fe650117
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:54 2023 +0100

    update provider readme

commit 1e0a3c36c4
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:43:19 2023 +0100

    update provider readme

commit 9a1b4a8fba
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:42:02 2023 +0100

    update provider readme

commit 6b93a603dc
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 16:37:54 2023 +0100

    update provider readme

commit 13d95452c3
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 15:50:20 2023 +0100

    to follow the convention

commit e3d65b502f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:49:19 2023 +0100

    filter

commit cc5a334258
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Aug 2 14:42:14 2023 +0100

    cleanup filters

commit be864d01f3
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Wed Aug 2 14:17:20 2023 +0100

    Feature/provider refactoring (#5266)

    * remove comment

    * replace registry description

    * black and add some todos

    * remove unused var

    * allow description and move provider to title

    * fix the data field descriptions

    * refactor globalnews

    * added `"limit"` to metadata descriptions

    * fix cpi command and refactor

    * refactored `AnalystEstimates`

    * add concat param

    * refactored `AvailableIndices` for `economy.available_indices`

    * sort and set index to date

    * place it inside exception

    * move literals to core

    * rename descriptions dict

    * add descriptions to cpi data

    * change description

    * black

    * refactored `CompanyOverview` for `stocks.fa.overview`

    * Updated `DATA_DESCRIPTIONS` in provider metadata

    * Updated `symbol` description in `DATA_DESCRIPTIONS`

    * fix stock_news alias

    * pass standard limit

    * fix stock news

    * fix to datframe

    * rebuild python interface

    * refactored `CryptoEOD` for `crypto.load`

    * added Field descriptions

    * fix polygon stock_news

    * fix stock_news data

    * ruff

    * refactored `DividendCalendar` for `stocks.fa.cal`

    * refactored `EarningsCalendar` for `stocks.fa.cal`

    * refactored `EarningsCallTranscript` for `stocks.fa.transcript`

    * refactored `ExecutiveCompensation` for `stocks.fa.comp`

    * first round, refactor registry, executor, map

    * ruff

    * Allow alias in the provider models for provider specific params

    * Updated stock news to use alias in query

    * small fixes

    * fix interface bug

    * black

    * exceptions and typing

    * ruff

    * fix docstring

    * sort providers

    * push static assets without docstrings

    * date Field and optional dates params in `CryptoEOD` for fmp and polygon

    * refactored `ForexEOD` for `forex.load`

    * add comment

    * refactored `ForexPairs` and added Polygon provider

    * removed `_price` models from fmp and polygon

    * Updated `economy.index` to use `MajorIndicesEOD`

    * removed `_price` from sdk models

    * refactored `MajorIndicesEOD` for `economy.index`

    * refactored `StockEOD` for `stocks.load`

    * regenerate sdk

    * ruff

    * fix bug with global_news

    * typing

    * add docstrings to registry map

    * update docstrings

    * add executor query arg

    * follow convention

    * docstring

    * inject provider interface instead

    * doc

    * safer this way

    * docs

    * add abstractmethod decorator

    * add explicit fetcher property model_name

    * remove mode_name prop

    * get model name from query params

    * force extra params or data to be optional

    * replace fetcher list by fetcher dict and black

    * explicit depps in prov interface

    * explicit depps in prov interface

    * no formatted creds

    * no formatted creds

    * dep injection

    * dep injection

    * private methods

    * just verify credentials

    * docstring

    * typing and cut doc

    * typing

    * typing

    * typing

    * no overkill

    * ruff

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * don't block if model not found, just warn

    * empty list if creds None

    * check creds before request

    * just return the data

    * typing

    * move query params

    * ruff

    * move queryparams

    * move queryparams

    * move queryparams

    * fix a bunch o polygon models

    * ruff

    * partial fix fmp models

    * ruff

    * refactor more fmps

    * create dict by alias

    * refactor more fmp endpoints

    * bug

    * add params to transform query

    * ruff

    * fix fmp bugs

    * has to be annotation

    * rewrite static

    * typing

    * append return type to map

    * support return for generic data type

    * remove return type for openbb provider

    * add todo

    * fix small fred typing error

    * add more return type info

    * better message

    * handle multiple types of data (the fetcher should declare them later)

    * add comment

    * ruff

    * handle returns with generic for now (check juan solution)

    * fix bug with generic

    * fix fmp fetchr dict

    * fill return type in the provider lib for docstrings

    * polygon stock news

    * Update economy_router.py (#5254)

    * remove return type stuff

    * adapt cpi and overview

    * rewrite python interface

    * fix to_dataframe

    * limit stocks eod output

    * rename method

    * mypy

    * mypy

    * mypy chart style

    * mypy provider

    * mypy ignores

    * mypy credentials

    * Added Statements Growth endpoints from FMP

    * account mypy fix

    * privatize account method

    * one more mypy

    * remove mypy ignore

    * rename private method

    * Linting

    * Docstring generation

    * Linting

    * move provider.py into __init__.py

    * add default to required_credentials -> None

    * refactored `KeyExecutives` for `stocks.fa.mgmt`

    * refactored `HistoricalEmployees` for `stocks.fa.emp`

    * provider docstring

    * docstring

    * refactored `HistoricalStockSplits` for `stocks.fa.split`

    * standardised date in stockeod

    * refactored ``InstitutionalOwnership` for `stocks.fa.own`

    * removed unused imports

    * add `check_fields=False` in `@validator`

    * historical dividens

    * remove unused helper

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * move single used helpers to where they are used

    * standardise date, vwap in crypto eod and forex eod

    * rename __commands__ to __extensions__

    * change coverage separator

    * the map cannot change sep

    * sry

    * sry again

    * remove comment

    * refactored `MajorIndicesConstituents` for `economy.const`

    * add some descriptions about provider

    * refactored `PriceTargetConsensus` for `stocks.fa.pt`

    * refactored `PriceTarget` for `stocks.fa.pta`

    * refactored `RevenueBusinessLine` for `stocks.fa.revseg`

    * change metadata file name

    * docstring

    * remove unecessary arg

    * ruff & black

    * refactored `RevenueGeographic` for `stocks.fa.revgeo`

    * refactored `RiskPremium` for `economy.risk`

    * refactored `SECFilings` for `stocks.dd.sec`

    * refactored `ShareStatistics` for `stocks.fa.shrs`

    * refactored `StockInsiderTrading` for `stocks.fa.ins`

    * peers

    * stock splits

    * refactored `KeyMetrics` for `stocks.fa.metrics`

    * refactored `StockMultiples` for `stocks.multiples`

    * refactor income statement

    * rebuild

    * fmp balance

    * added `StocksOwnership` to `stocks.fa.own`

    * added `InstitutionalOwnership` to `stocks.fa.ins_own`

    * refactored `StocksOwnership` for `stocks.fa.own`

    * cleanup

    * refactored `TreasuryRates` for `fixedincome.treasury`

    * reorder balance items

    * fix polygon bs

    * refactored `IncomeStatement` for `stocks.fa.balance`

    * refactored base and types

    * added static files

    * cleanup

    * cleanup

    * refactored `CashFlowStatement` for `stocks.fa.cash`

    * added `stocks/fa` static file

    * black and ruff

    ---------

    Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
    Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>

commit 2066d7d4be
Merge: fe1073da09 07537199af
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Wed Aug 2 05:37:20 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 07537199af
Author: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Date:   Tue Aug 1 17:27:59 2023 +0100

    Move hub api keys ts (#5267)

    * move hub api keys ts

    * json instead

    * update contributing.md

    * Update all_api_keys.json

    ---------

    Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>

commit ae91a3f9b9
Author: teh_coderer <me@tehcoderer.com>
Date:   Tue Aug 1 11:05:29 2023 -0500

    Hotfix  `economy/overview` rates displaying as dates (#5269)

    * fix: `economy/overview` rates displaying as dates

    * Fix Test

    ---------

    Co-authored-by: James Maslek <jmaslek11@gmail.com>

commit 3b5fc53cc7
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Tue Aug 1 06:41:21 2023 -0700

    Adds details/image for installing C++ Build Tools (#5268)

    * Adds details/image for installing C++ Build Tools

    * Update installation_updates.md with screenshots

    * Update installation_updates.md

    Screenshots for MS C++ Build Tools

commit fe1073da09
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:29:42 2023 +0100

    only allow setup for allowed system fields

commit c8f82e1f8f
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Tue Aug 1 12:04:16 2023 +0100

    reorder system settings attrs

commit 21c69a510f
Merge: 379a5518fa d212a8e270
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Mon Jul 31 20:17:30 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit d212a8e270
Author: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Date:   Mon Jul 31 09:05:22 2023 -0700

    hotfix/gdp-units - better GDP units (#5262)

    * better GDP units

    * mypy

    * remove not needed dict

    * test_oecd_view.py

    * test_oecd_model.py

commit dc30ab3d36
Author: teh_coderer <me@tehcoderer.com>
Date:   Fri Jul 28 21:13:42 2023 -0500

    Hotfix/ locking when deploying streamlit app (#5261)

    * fix locking when deploying streamlit app

    * Update streamlit_run.py

    * Update streamlit_run.py

commit 379a5518fa
Author: hjoaquim <h.joaquim@campus.fct.unl.pt>
Date:   Fri Jul 28 10:00:39 2023 +0100

    small comment on show() implementation

commit 849e6134ee
Merge: 27e1728027 73348c0872
Author: Theodore Aptekarev <aptekarev@gmail.com>
Date:   Thu Jul 27 19:23:10 2023 +0300

    Merge branch 'develop' into feature/openbb-sdk-v4

commit 27e1728027
Merge: afe4c480a2 41d1359202
Author: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Date:   Thu Jul 27 15:04:19 2023 +0100

    Merge branch 'develop' into feature/openbb-sdk-v4

commit afe4c480a2
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:33:37 2023 +0100

    fix comment

commit 531fa104c8
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 14:32:00 2023 +0100

    rename method and add description

commit cc1a84b4d0
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 13:15:55 2023 +0100

    change method description

commit ff31d9ab87
Author: Diogo Sousa <montezdesousa@gmail.com>
Date:   Wed Jul 26 12:52:54 2023 +0100

    check sdk token expiration on login
 2023-08-04 14:44:09 -04:00
Igor Radovanovic
616e911ae4 Merge branch 'develop' into feature/provider_refactoring 2023-08-02 11:36:55 +02:00
montezdesousa
41d1359202 Check token expiration before request (#5255) 
* check token expiration before request

* move to jose instead

* ruff

* Reqs

* update requirements files

* Print expiration time on login

* console.print

* too fast, let the token expire...

* fix create token date

* point expired key to hub

* hard code tokens, works?

* ok it passed

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-26 19:28:36 +00:00
OpenBB
5f9d07c390 black 2023-07-24 17:38:47 +02:00
OpenBB
d4f4d9fc91 fix assertion error with test_economy_controller: test_menu_with_queue[queue0-expected0] 2023-07-24 17:38:47 +02:00
OpenBB
a3427b0557 fix test_economy_controller 2023-07-24 17:38:47 +02:00
OpenBB
f113fc27e3 put spaces in columns for econ/performance and valuation and make sortby work 2023-07-24 17:38:47 +02:00
OpenBB
2b1e04679c fix Finviz screener Perf 1Y returning as 1970-01-01 2023-07-24 17:38:47 +02:00
OpenBB
7121abf7d6 rename 1Year column to fix returning as 1970-01-01 2023-07-24 17:38:47 +02:00
OpenBB
d85cae6193 fix windows int overflow economy/edebt 2023-07-24 17:38:47 +02:00
Danglewood
31f595bc99 update test_get_floor_price 2023-07-24 17:38:47 +02:00
montezdesousa
1453885ab4 add public routines flag (#5236) 
* add public routines flag

* Spelling

* mypy

* Tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-24 13:22:47 +02:00
OpenBB
b5cee74fde black 2023-07-22 12:02:06 -07:00
OpenBB
1efbbba6cf fix assertion error with test_economy_controller: test_menu_with_queue[queue0-expected0] 2023-07-22 11:59:37 -07:00
OpenBB
563b4cbbdd fix test_economy_controller 2023-07-22 11:53:21 -07:00
OpenBB
3f3c61ab00 put spaces in columns for econ/performance and valuation and make sortby work 2023-07-22 11:06:21 -07:00
OpenBB
68239df094 fix Finviz screener Perf 1Y returning as 1970-01-01 2023-07-22 09:57:51 -07:00
OpenBB
adcaadf261 rename 1Year column to fix returning as 1970-01-01 2023-07-22 09:22:46 -07:00
OpenBB
c70a990900 fix windows int overflow economy/edebt 2023-07-22 09:01:40 -07:00
Danglewood
bb7889af07 update test_get_floor_price 2023-07-21 22:30:11 -07:00
montezdesousa
d6bc45d046 add public routines flag (#5236) 
* add public routines flag

* Spelling

* mypy

* Tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-21 16:26:31 +00:00
Henrique Joaquim
ac771cf14a Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-21 09:42:10 +01:00
James Maslek
87b5bdb521 Release Cleanup (#5233) 
* turn hold off when run even if no figure

* Add warning text to PlotlyTA

* better wording

* fixes #5232

* Fix askobb + updaate reqs

* bump requests

* Couple other bumps

* Here we go with the mac builds

* That wasn't right

* Not gonna have a good time today

* Previous miniconda

* did that wrong

* Wrong version

* ?

* installer-url instead

* 3.1 not 5.1

* CONDA UPDATE

* Revert the mac builds

* Run poetry lock and update some packages

* bump poetry on unit test

* Fix one test

* Add vanilla 3.11

* Fix issue on runner

* One last try

* Remove windows conda :D
 2023-07-20 22:26:05 +00:00
James Maslek
8b007785a1 Adds a matlab like hold on to plot on same axis (#5173) 
* definitely not juan walking me through everything

* trying to pretty it

* start doing same axis with hold

* actually do the sameaxis correctly

* Better docstring

* Fix mypy

* mypy3

* pylint fixes

* Add message about candle

* might work, might now

* Update stocks_controller.py

* Update plotly_helper.py

* Update plotly_helper.py

* Make fmp view legends nice

* Update helper_funcs.py

* Add custom legends for when hold on

* bigger font

* add colors to new axes

* add custom title, remove location

* Start guide.

* Update plot-holds.md

Add figures

* More words

* Update plot-holds.md

* Finish guide

* tests

* Sneak in test updates for release

* guess not sneak test

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
 2023-07-19 23:29:24 +00:00
Theodore Aptekarev
04d5cb1e16 Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-17 16:51:00 +02:00
James Maslek
830159f718 Update treasury command to get directly from fed (#5215) 
* Update treasury command to get directly from fed

* test

* Fix the codespell lint

* Mypy

* help text

* mypy + askobb update

* pylint now

* Fix #5190

* Fix report

* ruff life

* Fix #5172

* economy report titles

* Make the chart nicer
 2023-07-14 17:33:31 +00:00
teh_coderer
281799f047 hotfix / improve autoscaling/dynamic loading, fix forex candle charts, equity reports (#5183) 
* improve autoscaling/dynamic loading, fix forex candle charts

* updates

* Update plotly_helper.py

* fix?

* fix table date sorting, localize forex load

* tests

* tests?

* ugh tests

* Update test_display_debt.txt

* Update test_get_debt.csv

* Update forex_helper.py

* close #5182

* fix `crypto/dd/info` tables not loading due to `dict` object in dataframe values

* Update parent_classes.py

* tables: show full value on hover, fix year only filtering. on reset use queue if logged in

* lint + first batch of test fix

* tests pt2

* Tests v3

* Pylint

* typo

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-14 14:46:01 +00:00
James Maslek
52c560d414 Close 2 stocks fa issues with polygon (#5217) 
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
 2023-07-14 14:27:04 +00:00
Igor Radovanovic
4629a47cac Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-14 16:26:52 +02:00
montezdesousa
92027a6a0e Fix prompt typo (#5192) 
* fix prompt typo

* Update banner.txt

* rewrite prompt on test

---------

Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-13 17:42:15 +00:00
teh_coderer
002a44b6f1 hotfix / Moving Averages Export (#5214) 
* Update overlap_view.py

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-13 16:28:49 +00:00
Igor Radovanovic
148b373d9c Merge branch 'develop' into feature/openbb-sdk-v4 2023-07-13 14:42:15 +02:00
Igor Radovanovic
c469ca3853 Fix income statement and lint 2023-07-12 14:11:25 +02:00
Igor Radovanovic
228ab0b529 linting 2023-07-12 11:51:46 +02:00
James Maslek
9ab1674604 Make some improvements to askobb (#5205) 
* Edit txt files and generate docstore

* crlf -> lf

* Unused files
 2023-07-07 18:50:58 +00:00
James Maslek
84f215d4bd Remove economy/rtps and stocks/ta/rsp (#5181) 
* remove economy/rtps

* remove ta/rsp

* Forgot the sdk

* remove  from stocks/ta choices

* remove terminal ta intro reference

* remove sdk economy intro reference

* remove from integration tests

* delete gpt index txt files

* more .md files to remove

---------

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
 2023-07-07 14:06:43 -04:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174) 
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
 2023-07-06 15:50:10 +00:00
Danglewood
598e745beb hotfix/fix-intrinio-load: (#5188) 
* fix intrinio stocks load

* update test_stocks_helper

* makes --monthly --weekly work

* pytest

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-07-05 16:52:37 +00:00
Danglewood
b6b1fcd782 adds 6 new indices to the index list (#5185) 2023-07-05 13:24:18 +00:00
teh_coderer
923327c321 hotfix / Save session on oauth login (#5195) 
* save session on oauth login

* avoid `asyncio.run` if in a running loop

* tests

* fix economy rtps
 2023-07-04 23:08:16 +00:00
Harsh Vardhan Sharma
ecf7814ffd Adds Topledger on-chain data (#5029) 
* Adds Topledger on-chain data

* Update with Review Comments

* Updates API Documentation for Topledger API

* Removes Duplicate entry from trail_map

* Updates Topledger Org Slugs & API keys

* Fix Linting Error

* Fix Linting Error

* Fix Linting Error

* Fix pylint errors

* Fix onchain_controller test for help text

---------

Co-authored-by: Deepak Khatri <3785149+dkdocs@users.noreply.github.com>
 2023-06-30 16:16:59 +00:00
teh_coderer
d2ed7c28ac hotfix / TA ma's empty if not enough data for window (#5180) 
* fix: TA ma's empty if not enough data for window

* Update test_load_options.yaml
 2023-06-24 02:59:07 +00:00
Danglewood
4bc4368ff1 fix columns subtracting (#5170) 2023-06-22 21:52:48 +00:00
James Maslek
590f487dbd update test 2023-06-21 10:33:40 -04:00
montezdesousa
105557e898 Feature/routine tags (#5154) 
* no guest if installer

* prevent guest if logout from account

* this not true

* rename reloop var

* ask for email again if no email

* add tags to routines upload

* Update constants.py

* Update terminal_controller.py

* Update terminal_controller.py

* black

* ruff

* black

* Update constants.py

* point at .co

* mypy

* sneak in askobb timeout

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-06-21 12:31:00 +00:00
teh_coderer
8a70c6205d Feature/ Pywry login (#5115) 
* Update .gitignore

* init

* Update backend.py

* Update main.tsx

* Update no_import.py

* Update session_controller.py

* indents

* adjust window size

* update keys

* re-add save session for pywry login

* pop response keys on rename

* walrus remember

* use session username for profile

* implement logout clearing of cookies

* don't display welcome when logging in from `account` menu

* Update session_model.py

* Update session_model.py

* customdata handler for charts

* fix remember key

* only slice data if chandlestick trace in data

* Update profile_model.py

* Update streamlit_run.py

* Update plotly.html

* test

* Update loggers.py

* updates

* Update session_controller.py

* Update session_controller.py

* no longer need to call_hub for logout

* tests

* Update test_session_controller.py

* Update profile_model.py

* bump pywry, fix numbers passed as strings tables

* update plotly frontend packages

* formatting

* Update backend.py

* Update backend.py

* change to prod

* return on image export

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-06-20 17:47:38 +00:00
Danglewood
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155) 
* add SDK intro guide for options chains

* add screenshots to page
 2023-06-20 12:52:52 +00:00
Danglewood
a7edda330d Feature/options - OpenBB Options Enhancement Proposal (Part 1 - SDK) (#5079) 
* add model file for Montreal Options Exchange

* mypy fixes

* define attributes under __init__

* type error fix

* another pylint fix

* adds tests for tmx_model

* black

* mypy

* adds expirations test and re-records

* black

* capture error message in test

* mypy

* add __docformat__ line

* improves get_all_ticker_symbols

* removes python magic command for new cell

* adds TMX as source for SDK chains

* starts on a new method for loading options data returning a standardized object

* add load_options as SDK endpoint

* intrinio response - not complete

* adds tradier to load_options

* add source attribute to options object

* restore legacy nasdaq last price function

* yFinance underlying_price fixes

* yFinance model fix

* adds cboe to sdk options load

* table fix

* creates options_chains_model.py and updates SDK map

* docstrings added for the class.

* updates tmx_model tests

* fix options_controller test

* adds cboe_model tests

* spelling in docstring

* ruff - unused import

* mypy fixes

* more mypy fixes

* pylint

* attempt to manually resolve merge conflict.

* nasdaq_model fix

* adds test coverage for options/nasdaq_model

* docstrings update for nasdaq_model

* mypy fix

* adds unit testing for options_chains_model

* adds additional tests for intrinio_model

* unused import fix

* fix for .TO symbol and TMX EOD chains

* make CBOE Pydantic

* cboe update

* adds switch for pydantic output from all sources

* black

* index options error handling for Intrinio

* add warning message for index options from Intrinio

* tmx_model enhancements

* cleans up get_ticker_iv() in cboe_model

* fix ticker info for index symbols from cboe

* typo in comments

* adds test for tradier_model.load_options

* cboe optionType as lower case

* add function for calculating chains stats

* black

* trailmap for calculate_chains_stats

* adds test for calculate_stats()

* more details to nasdaq.underlying_price

* typo in docstrings

* mypy - options_chains_model.py

* black - options_chains_model.py

* pylint options_chains_model.py

* standardize response from intrinio underlying price

* add function to validate input of function

* missed type hint

* additional error handling for stats

* adds DTE as column for all sources

* adds strategies function and input validation

* add yFinance test for load_options()

* add Nasdaq test for load_options()

* tests for new functions in options_chains_model

* update sdk trailmap

* rewrite tests

* fixes for tests

* fix tmx_model test

* more pytest

* pytest..

* add vertical call spread function

* some cleanup

* update nasdaq tests

* more cleanup

* black

* pylint

* black

* ruff

* black

* pylint

* black

* pylint..

* tests rewrite

* more pytest

* recapture tests

* Different tests were collected between gw1 and gw0

* adds vertical spreads

* vertical_put_spread

* improve calculate_stats

* mypy

* edge cases

* black

* update tmx,yfinance tests

* new cboe tests

* new tmx_model tests

* fix nasdaq test

* test updates

* fix nasdaq tests

* add test_options_chains_model

* refactor data sources

* black

* pylint

* fixing stuff

* forgot a file..

* codespell

* linting

* mypy...

* refactor OptionsChains class

* pylint

* reconfigure SDK entry point

* fix error handling when data request fails

* ruff

* pylint

* pylint

* Add inheritance and a repr string

* add method for skew

* add method for skew

* fix nasdaq test

* add skew to tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2023-06-19 13:11:16 +00:00
James Maslek
27bf7207ee Small enhancements (#5146) 
* Cosmetic changes + timeout bug

* cant spell

* Fix #5085

* Handle ca tickers + fix tests

* wrong type

* pylint
 2023-06-16 14:46:11 +00:00
Igor Radovanovic
08433a76c8 Fix income and cash flow statements (#5137) 2023-06-14 12:57:43 +00:00