Commit Graph

2670 Commits

Author SHA1 Message Date
jmaslek
72bfa9e2d8 Portfolio optimization bugs (#1388)
* Better EF plotting

* Better error handling with optimization commands

* fix test

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-19 12:50:35 -05:00
jmaslek
4697efcf26 Squishy the bugs (#1391)
* options screener tickers to list(set(

* Fix fred rmv bug

* Fix prt

* Fix tests + change where list is called
2022-02-19 12:31:37 +00:00
LBolte29
fd58219282 adjusted format of logs (#1292)
adjusted format of logs
2022-02-17 12:33:59 +01:00
jmaslek
4e84bd2557 Clean up FA menu printing (#1383) 2022-02-16 17:14:37 +00:00
minhhoang1023
a16db8a6f1 Fix Stocks Due Dilliegence Supplier bug (#1372)
* Fix supplier bug

* Update test

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-02-16 14:07:56 +00:00
minhhoang1023
b3a379e838 Sort Stocks/DD/Arktrades by most recent (#1375)
* Sort trades from the most recent

* Update tests

* Update test

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-16 12:45:31 +00:00
jose-donato
5f5c596ed1 fixes stuff related to hugo server (#1374) 2022-02-16 10:44:09 +00:00
Colin Delahunty
5fedb8e042 Fix More Bugs (#1364)
* Fixed crypto/disc bug

* Fixed econ_fred

* Fixed forex_oanda

* More bug fixes

* Removed print

* Delete tags

* Changes

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-15 13:19:13 -05:00
minhhoang1023
a66ff41de4 Add Luna cir supply command from Smartstake (#1289)
* Add supported and trending endpoint

* Allow valid hour to be 0

* Update Hugo server

* Update Hugo optional arguemnts

* Update documents for start data type

* Adding terminal images

* Update _index.md

* Fix header error

* Update tests for api token sentiment investor

* Add test for Sentiment Investor View & Model

* Mock the token

* Changed color for trend command

* Mock test view and add document for Test README

* Add luna cir.supply from smartstake

* Add tests and instructions to get token

* Add tests

* Add Hugo server

* Mock key and token

* Add Smartstake to key controller

* Mock key and skip test module

* Skipp model test

Co-authored-by: Minh Hoang <minh@Minhs-MBP.Home>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-15 11:22:56 +07:00
minhhoang1023
53945ddbae Fix stocks asthetic style (#1355)
* Fix Theo's comment

* Fix tests failing

* Fix tests

* Make plot lines thinner

* Make ticks thinner globally by default

* Apply global style when any controller is initialized

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-02-14 19:11:05 +03:00
Jeroen Bouma
6c9999a9c8 Improve StockAnalysis functions (#1349)
* Improve StockAnalysis functions

* Add the denomination to the table data as well

* Just gotta make precommit run

* There we go

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-02-13 11:48:03 +01:00
Theodore Aptekarev
e1b6022b9c Global plot styles (#1228)
* Add default stylesheets

* Add terminal style helper class and global style initialization in cfg

* Style comments and docstrings

* Load rich terminal theme from config file

* Add application chart styles to candle charts

* Add todos

* Remove explicit color setting for some ta charts

* Add user styles folder to gitignore

* Update default stylesheets

* Add matplotlib font manager support

* Add matplotlib font manager support

* Update docstrings and default style

* Update stocks candle chart formatting (return fig to style title)

* Style common ta overlap view

* Make up and down market colors a part of the style helper

* Update stylesheets

* Style common ta volume view

* Style common ta momentum view

* Style common ta trend indicators view

* Style common ta volatility view

* Style common ta volume view

* Style common ta custom indicators view

* Fix styling bugs and remove the obvious time x lablel

* Style charts in the covid menu

* Set legend position to upper left in the mpl stylesheet

* Add mpl_rcparams configs for parameters not covered by stylesheets

* Remove font configuration files

* Update style class utility functions

* Implement passing external axes and style utility usage in ema & stoch

* Add theme watermark and output helpers

* Rename style to theme

* Update helper usage in ta/ma and ta/stoch

* Update style to theme in sample menus

* Style forex (#1305)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Update code layout in oanda view and black

* Style common TA (#1315)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Add linewidth to theme for use in mpf's addplots

* Add vwap to the stocks notebook api

* Update common/ta overlap to follow charting style

* Apply style on TerminalStyle init

* Enable infrastructure for excluding non-trading days from plots

* Update notebook api to include there and resolve bandit warning

* Update ta/common/overlap to exclude non-trading days

* Enable external ax, style and non-trading days in common/ta/momentum

* Enable external ax, style and non-trading days in common/ta/trend

* Update vwap to the argument naming convention

* Enable external ax, style and non-trading days in common/ta/volatility

* Enable external ax, style and non-trading days in common/ta/volume

* Enable external ax, style and non-trading days in common/ta/custom

* Fix controller tests

* Forgot to disable rewriting of the cassettes ...

* Fix controller errors that came up because a merge conflict

* Fix price label position on fib

* Fix line having wrong x values in fib

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Style economy (#1308)

* Began converting

* Added alphavan_view

* Added CNN View

* Updated nasdaq view, fixed glitch

* Added fred

* Refactored URL

* Theo's requested changes

* Updated docstrings

* Updated tests

* Fixed pylint

* Fixed tests

* Theo changes

* Econ Fix

* Refactor chart style for Crypto context (#1306)

* Remove mock for gff

* Mock visualize_output helper function

* Refactor

* Fix plot helper

* Update legend loc

* Refactor mplfinance candle plot

* Fix errors in the helper function

* Fix binbook having the wrong call_ function name

* Remove hardcoded style params

* Resolve kwargs future warning from pandas

* Remove warnings import

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* funds + custom (#1311)

* funds + custom

* cleanup cleanup everybody everywhere

* Fix external axes conditional and a typo

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add external axes mode to covid charts (#1328)

* Add portfolio menu plots (#1318)

* Portfolio view plots (commenting out report stuff)

* PA Menu broken.  Commenting out and fix tests

* portfolio optimization

* comment out commented api line

* Add notes on disabling the pa submenu

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Plot updates in common BA (#1335)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Etf refactor (#1323)

* Refactored no ETF

* Fixed gtff import

* Fixed tests

* Fix pie chart style

* Refactored etf/candle

* Added pylint fix

* Fixed tests

* Update candle chart layout

* Update etf controller test

* Remove strange binary file

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Expose ETF candle function in the notebooks API

* Common BA and Common QA charts update (#1342)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Remove scientific notation

* Black imports

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>

* Options refactor (#1324)

* Fixed alphaquery_view

* finished options

* Fixed pylint

* Fixed tests

* Fixed tests

* Fixed tests

* update yfinance

* Tradier + Chartexchange

* change mocks from gtff to theme.visualize output

* tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Refactor Stocks menu (#1325)

* Fix backtesting menu

* Refactor comparison analysis

* Refactor Dark pool shorts

* Refactor rest of menu

* Fix test

* Fix tests failing

* Fix tests fail

* Fix test failing

* Remove record mode=none to record new output

* Rewrite test output

* Rewrite test outputs

* Adding more rewritten test output

* Mock plt.show

* Mock missing plt.show

* Missing @pytest.mark.vcr

* Updating tests : common/behavioural_analysis/finbrain

* Improve notebooks API coverage for CA and DPS

* Silence annoying flake8 warning

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Charts update for common/pred (#1344)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Style pred helper and controllers

* Update ETS plot

* Update plots in KNN and pred helper

* Update plot and pretty table for arima

* Update plot for common/pred/regression

* Refactor mc_view

* Fix linting

* Fix mypy

* Move plot title to the axis level to make more vertical space

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>

* linter

* Update common/ba test data

* Change etf candle to match stock candle

* try updating sia test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-02-11 20:33:16 -05:00
jmaslek
0c0ef39b6c i missed some print s earlier (#1348) 2022-02-10 22:08:36 -05:00
jmaslek
41df272c76 bugs (#1347) 2022-02-10 20:30:06 -05:00
LBolte29
fd15207e48 fix bug (shortterm) and refine error message if ticker missing (#1327)
* fix bug (shortterm) and refine error message if ticker missing

* fixing bugs

* pass tests

* similar analysis

* similar analysis clear outputs

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-11 00:30:12 +00:00
minhhoang1023
d9930f9b45 Fix bug SI (#1346) 2022-02-11 02:24:19 +07:00
teh_coderer
af4d09e237 readme links fix (#1339)
config_discordbot.py link fix
CONTRIBUTING.md link fix

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-02-10 12:06:58 -05:00
jmaslek
9ead0f4e8c stocks/fa Tables were not showing the indices... (#1338)
* Indexed in print table

* tests

* fix tests ?

* delete a bunch of shit then rerun with record mode

* change test_info from gme to aapl

* delete files + change from gme to aapl + record-mode=once

* rewrite expcted

* Updating tests : stocks/fundamental_analysis/test_yahoo_finance_model

* Updating tests : stocks/fundamental_analysis/test_yahoo_finance_model

* format black

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-02-10 10:24:19 -05:00
Jeroen Bouma
cf37111b7f Website fix sia (#1345)
* Adjust SIA commands accordingly

* Remove old pages

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-02-10 09:39:35 -05:00
Danglewood
1ab915f1bc Replaced missing word (#1343)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-10 08:50:34 -05:00
Jeroen Bouma
8625ad3679 Add StockAnalysis (multi-year) to the Sector & Industry Analysis menu (#1341)
* Add StockAnalysis menu with visualise and help functions

* Add StockAnalysis view and model

* Update documentation for the SIA section

* Add Nano, Micro and Mega Market Cap options

* Make the StockAnalysis modules more robust for errors

* Update Docstring

* Ensure the DataFrames aren't modified by limiting the period

* Add tests for StockAnalysis view and model

* Refresh tests

* Make the model and view more robust

* Update the script

* Details

* Move sa_keys to _model

* Clean up functions

* Rename sa_keys to sa_dict

* Improve satma function

* Fix tests

* Optimise satma functionality
2022-02-10 11:51:01 +00:00
Colin Delahunty
e22c48ac9f Refactored terminal.py (#1312)
* Seperated run_scripts function from main

* Added scripts ability

* Converted to endswith

* Count success and failure

* Fixed commands without -h

* Handled edge case

* Replaced prints with console.print

* Fixed main function issue

* Tried more things for output

* Showed reason for error

* Scripts runs successfully

* Formatting updates

* Made integrated printout look better

* Added capturing of stderr

* Fixed reset issue

* Updated flags

* off fix

* Added Didier fix

* Squashed bugs

* Added tests

* Allowed for script file to be sent to tests
2022-02-10 10:20:51 +00:00
Chavithra
5f8fcf4e33 Updating dev-dep : pytest-cov (#1337) 2022-02-09 08:54:40 +03:00
Danglewood
68d9cc1efb Adds Discord Bot to Hugo Server Documentation (#1336)
* Updated Copy

* added discord bot to hugo menu

* fixed indentation

* Added bot branch to main

* added discord to tree

* added discord bot to hugo documentation

* Spelling

* Spelling
2022-02-09 00:27:44 +00:00
Colin Delahunty
f8fc7d00ff Updated uninstall brotli wording (#1333) 2022-02-08 18:08:33 +03:00
jmaslek
499e068345 Remove unkept rtearn (#1330)
* Remove rtearn

* hugo
2022-02-07 21:19:22 -05:00
Colin Delahunty
6ca1473f80 Fixed overview table (#1329) 2022-02-07 20:53:20 -05:00
didierlopes.eth
7dc6e66411 Add logo to about us command (#1319)
* add logo to about us command

* fix terminal helper tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-02-07 00:05:52 +00:00
didierlopes.eth
b425f14cdf Add tradingview command to ta controller (#1320)
* add tradingview command to ta controller

* typo

* fix tests

* hugo docs

* Update _index.md
2022-02-06 17:51:42 +00:00
didierlopes.eth
b939fbd9b8 Fix small issues (#1317)
* fix issue with empty dataframe and formatting

* improve prom command

* fix remove all in economy/fred

* monitor to have int type instead of float

* fix test_sec_view due to change of load
2022-02-05 22:09:38 +00:00
didierlopes.eth
a3e1257996 add settings menu (#1316) 2022-02-05 13:05:22 +00:00
Colin Delahunty
1e26ec7d46 Crypto Base (#1278)
* Refactored load, refactored coin name

* Fixed issue

* Fixed some tests

* Removed load tests

* Fixed black

* Fixed black

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-02-04 13:51:52 -05:00
Colin Delahunty
e45c2aaa8f Remove tabulate (#1314) 2022-02-04 13:19:09 -05:00
didierlopes.eth
a4df590972 Implement keys menu (#1313)
* implement keys menu

* small fix

* fix keys

* add .env file to repo

* add .env file to repo

* add .env to gitignore

* update AV api key to reflect that anything would work

* do not create .env by default

* small fix
2022-02-04 12:38:15 -05:00
Colin Delahunty
b189ffa45d Fix bugs (#1310)
* Added model fix

* Fixed nasdaq view issue

* Fixed fred_view bug

* Fixed screener view bug

* Improved oanda_model excption handling

* Fixed scripts

* Improved run_scripts
2022-02-04 14:15:38 +00:00
teh_coderer
d8279adcbf Feature/discord slash commands (#1293)
* SlashCmdsPlotlyDf2img

- discord.py
+ disnake
+ all cmds converted to / cmds
- tabulate
+ switch to df2img
+ plots to plotly

+++++

* add settings

* Update run_discordbot.py

* Update config_discordbot.py

* Fixing black

* switch to yfinance

and fix indention on min/max strike

* + logger, - testing prints

added logger's I was missing and removed old print testing code

* final tradier removal + fixes

+ added past_days arg to /cc
- removed tradier
+ noticed had accidently removed if df.empty from economy cmds. fixed

* linting + renamed cogs folder to cmds

* Update run_discordbot.py

* Update run_discordbot.py

* remove cachetools

* linting

* pylint

* Made file retrieval global

* Updated dependencies

* updates

+added /btc,eth,sol
-removed /earnings
+updated README.md
+ added SLASH_TESTING_SERVERS in cfg for instant cmds when testing

* Made slash_testing an env variable

* Improved slash_testing handling

* Fix testserver

* FIxed test_servers

* Fixed testing_servers

* updates

+ vwap on /cc
+ fixed expiry_autocomp  exceeding 25 option limit on SPY dates
+ opt-hist changed to scatter and with greeks now
+ opt-cc-hist the old way of plotting with candlesticks chart

* remove import

* update Readme

* width fix

* replacement of tradier for yf

* title fix

Co-authored-by: Colin Delahunty <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-02-03 21:20:56 -05:00
Colin Delahunty
a1484e2e74 Improve create_dataframe (#1304)
* Made create_dataframe more robust

* fixed issue

* Fixed other statements
2022-02-03 08:27:42 -05:00
jmaslek
2a998a5a41 Portfolio class (#1280)
* remerge into main ?

* tests again

* change the example csv

* squash all the bugs

* Improve `add` interface

* Add warning on loading portfolio with no cash

* left a rogue print

* oopsie.  hugo

* oopsie.  hugo

* Add back a new `al` function + port name

* test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-02-02 15:20:05 -05:00
Colin Delahunty
7bb378015c Added fix and test (#1302) 2022-02-02 09:56:40 -05:00
didierlopes.eth
705196a67a improve initial commands in terminal (#1299)
* improve initial commands in terminal

* only print help if no arg provided otherwise user knows what they're doing
2022-02-02 01:01:33 +00:00
Colin Delahunty
973d2f476f Debug Patch (#1297)
* Remove none error

* Noted where issue is beign silenced

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-01 23:26:24 +00:00
Colin Delahunty
94eedfc55e Added show_index (#1298) 2022-02-01 16:45:10 -05:00
Colin Delahunty
571e5281e3 Improved crypto handling (#1279)
* Improved crypto handling

* Fixed some tests

* Fixed some tests

* Fixed flake8

* Updated to fix tests

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-01 11:56:51 -05:00
Theodore Aptekarev
e2299132d8 Explicitly resolve marked package to a secure version (#1295) 2022-02-01 16:23:11 +03:00
northern-64bit
2e7b48fe85 Adding VaR and Adjusted VaR (#1269)
* Adding avar command to qa context

* Adding documentation and VaR command

* Linting

* More linting

* Somehow discordbot tests didn't like my linting

* Fixing tests

* Fixing requested suggestions.

Fixing jmasleks comments, but I sadly couldn't sort the table by the VaR (if the manually entered percentage is 75 it's currently still displayed below the 99% VaR)

* linting

* Linting fix

* Adding every qa command to hugo

Also lint fixing

* Fixing previous error

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-02-01 12:43:30 +01:00
Chavithra
90b05d6641 Tests : Cryptocurrency + Common (#1294)
* Updating tests : cryptocurrency/discovery

* Updating tests : cryptocurrency/discovery

* Updating tests : cryptocurrency/onchain

* Updating code : fix linting

* Updating tests : cryptocurrency/onchain

* Updating tests : cryptocurrency/onchain

* Updating tests : black

* Updating tests : cryptocurrency/onchain

* Updating tests : cryptocurrency/onchain

* Updating tests : cryptocurrency/onchain

* Updating tests : cryptocurrency/onchain

* Updating tests : common/behavioural_analysis

* Updating tests : common/behavioural_analysis

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-02-01 10:31:23 +03:00
Theodore Aptekarev
0ca2583a6e Upgrade jupyterlab extension deps to mitigate vulns (#1258) 2022-02-01 08:34:28 +03:00
LBolte29
6426b76771 decorated functions (#1282)
* decorated functions and removed assertion tests that are now caught by decorator logs
* modified functions with @property
* fixed bc of coingecko
* fixed outedated tests
2022-01-31 20:37:16 +01:00
Chavithra
87dae99745 Tests : Cryptocurrency > Due Diligence (#1291)
* Updating code : cryptocurrency/due_diligence

* Updating tests : cryptocurrency/due_diligence

* Updating tests : cryptocurrency/due_diligence/coinbase

* Updating code : cryptocurrency/due_diligence

* Updating tests : cryptocurrency/due_diligence

* Updating tests : black

* Updating tests : cryptocurrency/due_diligence/coinbase
2022-01-30 21:57:54 +01:00
Chavithra
51f43879d3 Tests : controllers (#1290)
* Updating tests : cryptocurrency/due_diligence

* Updating tests : etf

* Updating tests : crypto

* Updating tests : cryptocurrency/due_diligence

* Updating tests : cryptocurrency/due_diligence/controller

* Updating tests : alternative/controller

* Updating tests : cryptocurrency/controller

* Updating tests : cryptocurrency/nft/controller

* Updating tests : cryptocurrency/due_diligence/controller

* Updating tests : cryptocurrency/onchain/controller

* Updating tests : alternative/controller

* Updating tests : cryptocurrency/due_diligence/controller

* Updating tests : cryptocurrency/controller

* Updating tests : alternative/covid/controller

* Updating tests : alternative/controller

* Updating tests : cryptocurrency/nft/controller

* Updating tests : cryptocurrency/onchain/controller

* Updating tests : cryptocurrency/overview/controller

* Updating tests : portfolio/portfolio_optimization

* Updating tests : portfolio/portfolio_analysis/controller

* Updating tests : portfolio/portfolio_optimization/controller

* Updating tests : portfolio/controller

* Updating tests : cryptocurrency/controller

* Updating tests : controllers

* Updating code : black

* Revert "Updating code : black"

This reverts commit b555c332a1.
2022-01-30 20:24:50 +03:00