Commit Graph

3264 Commits

Author SHA1 Message Date
James Simmons
7342b07fc1 Revert back version (#2527)
* Update setup.nsi

* Update pyproject.toml

* Update feature_flags.py
2022-09-09 20:21:23 -04:00
James Simmons
85d1a43127 Release/1.8.1 (#2526)
* Update pyproject.toml

* Update setup.nsi

* Update feature_flags.py
2022-09-09 18:50:35 -04:00
James Simmons
c762cc59db bug fixes (#2515)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-09 18:23:00 -04:00
James Simmons
ce0858ac4f Adding feedparser to spec file (#2525) 2022-09-10 00:56:32 +03:00
montezdesousa
291e7d6991 Add ETF support for portfolio allocation command (#2143)
* fill etf and prevent different length errors

* auto fill etf sectors and allow 0 value portfolios

* allow 0 value portfolios

* remove unused folder

* allow 1 asset portfolios

* split allocation calls by category  in controller

* comment sector allocation model

* get country and region allocations for etf

* add comments and black

* improve comments

* improve comments

* allow for 1 category in sector, country and region

* add progress bars

* linting fix

* fix mypy

* set default date

* fix pylint

* add isin on paexport

* merge main

* auto pre load benchmark

* fix rich table for np.float64

* refactor portfolio allocs

* refactor alloc command

* add isins column

* format output alloc

* rename variable

* fix nan bug

* black

* add ticker conversion to yf format by isin

* warn and removed unsupported ISINs

* solve same day trades bug

* display bench loading progress

* portfolio show

* check if valid isins on preprocessing

* black

* fix bug when region empty

* warn when category is empty

* reformat preprocessing

* codespell

* check if ticker is valid

* flake8

* fix test

* fix bug with trades on holidays

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-09-09 15:12:59 +01:00
James Simmons
10fce6d1d7 Release/1.8.0 (#2521)
* Update pyproject.toml

* Update setup.nsi

* Update feature_flags.py

* M1 macos build system (#2504) (#2514)

* Create m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out notarize and staple

includes codesigning tho

* changing prediction install

I am expecting a code sign error instead of a running the actual executable error. trying with -e prediction instead of -e prediction-m1-mac

* Changing prediction, keeping code signing

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out integration tests

* rerun

* Update m1_macos_build.yml

* adding pred back to turn to false

* making same as upstream release

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

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

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

* Changing detatch disc location

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-08 19:21:01 -05:00
DidierRLopes
3381a9a907 Allow reports comments to be saved in a new HTML (#2507)
* allow reports comments to be saved in a new HTML

* clear output of equity report

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-08 12:25:55 +01:00
James Simmons
1766e2fe3f M1 macos build system (#2504)
* Create m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out notarize and staple

includes codesigning tho

* changing prediction install

I am expecting a code sign error instead of a running the actual executable error. trying with -e prediction instead of -e prediction-m1-mac

* Changing prediction, keeping code signing

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* taking out integration tests

* rerun

* Update m1_macos_build.yml

* adding pred back to turn to false

* making same as upstream release

* Update m1_macos_build.yml

* Update m1_macos_build.yml

* Update m1_macos_build.yml

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-07 16:05:49 -05:00
Om Gupta
eff4632df9 New path for logs (#2502)
* add log path

* add test to check if log file is in correct dir

* small change

* Adding paths

* change to paths.py

* black

Co-authored-by: Chavithra Parana <chavithra@gmail.com>
2022-09-07 12:14:17 +01:00
James Maslek
f856a2f212 Add heatmap function to stocks disc (#2454)
* Add heatmap function

* Reinstalled black.  Weird

* fix export and lint

* fix test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-06 21:15:47 -04:00
Danglewood
fbbb97ef14 Updates fa_demo.openbb to be compatible with the --source and default sources refactor. (#2503)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-06 20:34:29 -04:00
DidierRLopes
e6eafc0ed9 Improve ux experience through auto completer (#2483)
* improve ux experience through auto completer

* flag unused arg

* refactor economy menu to use autocompleter

* fix edge case of user changing command after having written an input for it

* fix autocomplete with backspace + ycrv coutnry flag

* another fix

* another fix

* final iteration on auto-complete?

* last fix? plus better way to plot multiple datasets in same axis

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-06 23:04:23 +01:00
James Simmons
926cf0c147 Intel installer bug fix (#2505)
* solution try 1

* solution 2

* Delete entitlements.plist

* fixing locations

* uncommenting integration tests

* Changing names

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-06 16:39:28 -04:00
hjoaquim
a8c9b4ee6e added wiki command (#2492)
* added wiki command

* changed the wiki command to  below update and get rid of unnecessary variable assignments

* fixed black and import

* added a line for wiki in the docs

* fix linting

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-06 11:52:41 +01:00
hjoaquim
37340beaf6 Adds a warning regarding /stocks/ba/jcdr (#2501)
* added warning message

* Update warnings

* fixed tests by forcing rewrite

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-06 10:40:24 +01:00
James Maslek
92991fc4e3 Get rid of option expirations in the past for Nasdaq + bugs (#2498)
* Get rid of option expirations in the past for Nasdaq + clean up bug

* Add in currency for yfinance financials

* Added fixes

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-09-06 09:05:07 +01:00
Jalil F
bfb14e1a53 Adding optional columns before compute with columns. (#2445)
* Adding optional columns before compute with columns.

* Improve logic flow of optional portfolio fields.

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-05 15:13:06 +02:00
Christian Clauss
335a7b9ede com2ann: Convert type comments into Python type hints (#2325)
* com2ann: Convert type comments into Python type hint

* com2ann: Convert type comments into Python type hint

* com2ann: Convert type comments into Python type hint

* com2ann: Convert type comments into Python type hint

* Placate pylint

* pylint: disable=unused-argument

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-09-05 12:44:13 +02:00
northern-64bit
9c5ad13e2a [Bug] Fixes the stocks ca cashflow command (#2486)
Fixes issue #2478

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-05 11:34:04 +02:00
et41
d0a869784c fixed issue with cmc top coins #2470 (#2495) 2022-09-04 22:42:36 +01:00
DidierRLopes
8edf079041 Big refactor to be explicit about data sources (#2490)
* refactor stocks datasources

* add rest of data sources

* add_cmd without source

* forgot one tiny thing

* fix crypto tests

* fix forex tests

* fix etf tests

* fix economy tests

* fix oss tests

* fix remaining tests

* fix tests

* Rewrote vcr files

* Take 2

* fix test

* fix tests for FA

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 18:04:56 +01:00
Michael Sands
3c858fc842 redact inception date from investpy when incorrect (#2482)
* redact inception date from investpy when incorrect

* update investpy_view.py for linting check

* replace "nan" with "-"

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-04 17:12:11 +01:00
James Maslek
bd59270297 Add yf for fa/earnings (#2488)
* Add yf for fa/earnings

* Fix test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 11:42:17 -04:00
James Maslek
e3a76f40bf add -f to load if not present (#2489) 2022-09-04 13:06:29 +02:00
DidierRLopes
b9aefb90fa allow to do macro TB (#2435)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-02 16:41:01 -04:00
Parker Boyes
db844a567f [bug] Fix SettingWithCopyWarning and export error (#2481)
* fixed Pandas SettingWithCopyWarnings

* fixed typo in test_google_view

* fixed typo in test_google_view
2022-09-02 16:37:41 -04:00
Om Gupta
3da5c35a46 fix: Issue 2458 (#2472)
* bug 2458

* black and fix tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-09-01 22:21:00 +01:00
et41
120e6fd7fb fix ta command issues #2457 (#2476) 2022-09-01 22:20:36 +01:00
Paul Symonds
2b0a9e27d6 Add new premium source End of Day Historical Data (#2019)
* 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

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-08-31 11:17:29 -04:00
montezdesousa
7df711d32c Fix etf function get_all_names_symbols (#2467)
* fix etf scrapping

* remove unused import

* fix stockanalysis tests
2022-08-31 00:00:26 +01:00
hjoaquim
472b379540 Fix onchain issues (#2466)
* fixed column names  in the _view, that are being prettified on the _model

* fixed arg name and column names

* fixed argument names

* fixed arguments in wrong order

* fixed column names
2022-08-30 16:23:31 +01:00
Jalil F
0ad8c9549b Fix index error for portfolio historical trades. fixes #2450 (#2451)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-08-30 14:38:49 +01:00
DidierRLopes
8940297289 Improve readme (#2465)
* improve readme

* improve a bit more

* and a bit more

* linter
2022-08-30 10:51:45 +01:00
DidierRLopes
7f9a1152b1 improve income command for plotting (#2434)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-29 21:59:17 +01:00
DidierRLopes
356d568b1e Fixes getting into qa or pred from crypto controller (#2432)
* fix #2431

* minor typo

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-29 17:41:59 +01:00
DidierRLopes
464b6a1942 improve exit message (#2448)
* improve exit message

* u are a pain in my ass Maslek

* more generic message

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-29 11:30:04 +01:00
montezdesousa
5e54660d7b Overlay Portfolio and Benchmark Returns Distributions (#2233)
* overlay portfolio benchmark kdeplot

* add summary stats

* remove stats from plot

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-29 09:05:53 +01:00
DidierRLopes
065cd78814 forex quote to use yahoo finance instead (#2436)
* forex quote to use yahoo finance instead

* update docs

* add av as secondary source for quote
2022-08-29 01:29:21 +01:00
Om Gupta
12bf706c7c fix [Bug] Portfolio/EF - adding start/end dates, or period flag, generates Error: shapes (1002, 13) and (14, 20032) not aligned #2372 (#2446) 2022-08-28 22:19:26 +01:00
DidierRLopes
817bca657e Fix stocks/news (#2442)
* fix stocks/news

* fixtest
2022-08-28 02:25:34 +01:00
DidierRLopes
17629fc9ae allow percentages for EconDB as required by user (#2440)
* allow percentages for EconDB as required by user

* minor typo

* fix tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-28 02:25:23 +01:00
DidierRLopes
97312178b6 Improve export folder to custom one (#2439)
* Improve export folder to custom one

* improve based on Darren feedback

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-28 02:25:07 +01:00
DidierRLopes
c30a8de32f Allow root access (#2437)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-28 02:24:53 +01:00
DidierRLopes
9bbca6f845 Makes running exe files more robust (#2438)
* add comment to select ticker to run script

* make exe scripts more robust

* ignore more than 1k lines
2022-08-28 02:24:34 +01:00
Danglewood
fdbcd01c80 Adds Australian Sector Indexes and some others. (#2441)
* Updates Fundamental Analysis Demo Routine - Routine now requires, `-i ticker`.

Updates Fundamental Analysis Demo Routine to allow for refactoring of menu. 

One adjustment has been made to require a ticker argument, `-i ticker`.

* Adds Australian Sector Indexes and some others.

Adds the following indexes to the INDICES dictionary:

^IVBX		IVBX2 Indice Valour (BRL)
M.BA		S&P MERVAL TR Index (USD)
BSE-500.BO		S&P BSE 500 Index (IRP)
BSE-200.BO		S&P BSE 200 Index (IRP)
BSE-100.BO		S&P BSE 100 Index (IRP)
^HSNU		Hang Seng Utilities Index (HKD)
^HSCC		Hang Seng China-Affiliated Corporations Index (HKD)
^HSNF		Hang Seng Finance Index (HKD)
^HSNP		Hang Seng Properties Index (HKD)
^JKLQ45		Indonesia Stock Exchange LQ45 Index (IDR)

^ATLI		S&P/ASX 20 Index (AUD)
^AFLI		S&P/ASX 50 Index (AUD)
^AXMD		S&P/ASX Mid Cap 50 Index (AUD)
^ATOI		S&P/ASX 100 Index (AUD)
^AXJO		S&P/ASX 200 Index (AUD)
^AXKO		S&P/ASX 300 Index (AUD)
^AXSO		S&P/ASX Small Ordinaries Index (AUD)
^AXEJ		S&P/ASX 200 Energy Index (AUD)
^AXMJ		S&P/ASX 200 Materials Index (AUD)
^AXJR		S&P/ASX 200 Resources Index (AUD)
^AXMM		S&P/ASX 300 Metal & Mining Index (AUD)
^AXNJ		S&P/ASX 200 Industrials Index (AUD)
^AXDJ		S&P/ASX 200 Consumer Discretionary Index (AUD)
^AXSJ		S&P/ASX 200 Consumer Staples Index (AUD)
^AXHJ		S&P/ASX 200 Health Care Index (AUD)
^AXFJ		S&P/ASX 200 Financials Index (AUD)
^AXPJ		S&P/ASX 200 A-REIT Index (AUD)
^AXIJ		S&P/ASX 200 Info Tech Index (AUD)
^AXTJ		S&P/ASX 200 Communications Index (AUD)
^AXUJ		S&P/ASX 200 Utilities Index (AUD)
^NZSC		S&P/NZX Small Cap Index (NZD)
TXBA.TS		S&P/TSX Composite Index - Banks (CAD)
^ATXPRIME Vienna ATX Prime (EUR)
^ATX5 Vienna ATX Five (EUR)

* added missing currency denominations for HKD and CAD

* black

* duplicate
2022-08-28 02:00:26 +01:00
Christian Clauss
6e7971860a pre-commit autoupdate ; pre-commit run --all-files (#2330) 2022-08-27 15:34:04 +01:00
Christian Clauss
839da1dd45 fix x-small: Add Python 3.10 and 3.11 release candidate to testing (#2327)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-27 15:33:18 +01:00
Jalil F
629172230f Fix liquidations data. fixes OpenBB-finance/OpenBBTerminal#2429 (#2430) 2022-08-27 15:22:04 +01:00
montezdesousa
25c24ddb9e Updates website with degiro documentation (#2413)
* add degiro docs to website

* update main

* remove testing files from portfolios

* Delete .html

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-26 13:11:57 -04:00
nickvin
b6a6b7127a Fixes issue #2419 (#2420)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-26 12:38:06 -04:00