Commit Graph

278 Commits

Author SHA1 Message Date
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
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
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
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
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
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
Glauco Custódio
c341f46aac add bullrun.com.br as source for research (#2386)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-26 11:29:52 +01:00
jose-donato
d157ed0b2f Hugo docs (#2415)
* improve documentation page

* some updates

* small improvements

* small improvements

* small improvements

* fixes with rita

Co-authored-by: guanquann <tanguanquan@yahoo.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-25 17:46:50 -04:00
jose-donato
d399fce650 NFTs - added floor price and collections commands (#2375)
* added floor price and collections command

* added tests and docs

* updated to match minh requests

* updated tests

* added legend and images preview

* Fix tests

* Tests : nft

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-08-24 13:54:24 +01:00
jose-donato
4399d06a78 Refactoring crypto load (#2366)
* refactoring load

* updated to match minh changes

* improved loading

* updated tests

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-08-24 10:10:16 +01:00
Jalil F
a9a9b2b785 feat m: [Crypto/DD] Add Coinglass Liquidations (#2402)
* Add initial liquidations calls.

* Fix liquidation terminal call.

* Adding documentation.

* Update to correct docs.

* added stacked bars

* Adding new bar chart visualization to docs.

* revert helpers.

* linting

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
2022-08-23 18:30:18 +01:00
Colin Delahunty
1ca58d9cdd Changed cdebt to edebt with wording fixes (#2393)
* Changed cdebt to edebt with wording fixes

* Added text fix
2022-08-22 21:46:13 -04:00
Om Gupta
3a7401dfd0 Adds relative strength percentile to stocks/ta (#2302)
* Adds relative-strength percentile to stocks/ta

* allow exporting tables

* shifted from common to stocks and added tests

* added documentation

* added in nav bar

* fix test

* remove whitespace in docstring

* fix type error

* fix test

* fix tests

* test

* added tickers to a separate table

* add image to doc

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-08-22 14:54:08 +01:00
Parker Boyes
ae2b140d25 removed -s flag from documentation (#2379)
Website documentation fixes:

1. -s does not exist for options, must use --source

2. per data_sources_default.json, fixed incorrect references to sources in options module:
-'tr'  must be full name: 'tradier'
-'ce must be full name: 'chartexchange'

Functions and --help information are already correct, we just needed to correct the website docs
2022-08-22 10:51:08 +01:00
Colin Delahunty
90fe23b400 Fixes Forex Quote (#2350)
* Fixed bug

* Started fixing codespell

* Fixed more codespell

* Updated local codespell

* More codespell fixes

* More codespell fixes

* Fixing test
2022-08-18 09:51:45 -04:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +01:00
Colin Delahunty
ee0e1e9822 Country debt (#2311)
* Storing for now

* more

* added

* Added new feature

* Added fix to tests

* James changes

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-16 11:13:23 -04:00
Danglewood
bfff934f08 updated API list to include Santiment and Crypto Panic (#2318)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-15 11:32:18 -04:00
Colin Delahunty
317bca69ba Added yfinance as a source and converted to pandas read_html (#2286)
* Added yfinance as a source and converted to pandas read_html

* Fixed tests

* Forgot to add my helpers
2022-08-10 16:32:03 -04:00
Colin Delahunty
8975197a52 fixed some docs (#2281) 2022-08-09 15:46:50 -04:00
Danglewood
13c8dd7bb3 Adds Intro Guide to QA menu (#2273)
* Adds Intro Guide to QA menu

* Spelling

* fixed formatting of bulleted list
2022-08-08 16:28:01 -04:00
montezdesousa
9ff9d121a8 Rename ecocal to events and fix categories filtering (#2268)
* fix investpy categories filter

* change ecocal to events

* update website doc

* rewrite menu help test

* update menu command description

* update main.yml

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-08 14:19:33 +01:00
Theodore Aptekarev
775d218891 Add parser for input command arguments (The Forward Slash PR) (#2064)
* Add helper command to filter unix paths and other edge cases

* Remove sort argument filtering from parsing

* Make --file arg mandatory for loading files

* Refactor queue parsing logic

* Enable adding controller level input parsing filters

* Remove the github repo path hack because it's not needed anymore

* Fix typos and line length linting

* Update unix path parser to match known extensions

* Update oss custom filters to not require space after slash arg

* Fix tests and failing linters

* Add pre-commit hook to check for reserved arguments validity

* Fix tests

* Fix finviz compare screener tests

* Fix screener test

* Fix screener test

* Fix float representation in pd dataframe on finviz screener tests

* Update test records

* Update test records

* Remove explicit float formatting in tests

* Update tests

* Remove prepending file argument

* Update long arguments that have lost their short default to file

* Update arguments in docs

* Update portfolio test data

* Fix econometrics/desc throwing error on empty df and fix tests

* Update tests

* Fix econometrics load autocompletion

* Fix portfolio tests giving different results every time

* Allow loading openbb scripts from arbitrary path

* Fix passing path as a terminal argument

* Fix guess game being case sensitive

* Silence bandit warning about using pseudo-random generators

* Update gov tests

* Fix screener sort fields that have forward slash

* Make controllers apply custom argument filters on entry

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-05 12:51:23 +03:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00
James Maslek
64d4f22753 Clenow Volatility Adjusted Momentum (#2180)
* Add this clenow volatility momentum thing

* Hugo + FIx controller

* clean up

* mypy fix

* Add to menu and dont show header

* menu testing

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-26 13:09:21 -04:00
northern-64bit
9034055c6f Fix portfolio metrics (#2116)
* Fix portfolio metrics

* Linting

* Fix beta calculation and thus jensens alpha

* Fix tests

* Fix linting

* Final linting

* Linting

* Add in table with info about the metrics

* Spelling

* Fixes everything mentioned

* Linting

* Final linting

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-26 15:05:01 +02:00
asymness
9f91cf8ae8 [Bugfix/TradeBalance] Fix parameter name for TradeBalance and handle 'null' response from EconDB API (#2179)
* Fix parameter name for Trade Balance

* Handle the case of 'null' response content with OK status code

* Change TBFR parameter name to TB in hugo docs
2022-07-26 13:23:35 +01:00
Alex Willis
a768e545a8 Added a Historical Beta Regression Plot (#2145)
* beta function initial commit

* Used pct returns instead of raw returns

* beta function initial commit

* Used pct returns instead of raw returns

* Moved beta from stocks/ca to stocks/qa

* Updated tests for stocks/qa/beta

* Added hugo docs page for stocks/qa/beta

* Updated beta docstrings and added graceful exit on bad ref ticker
2022-07-26 13:23:08 +01:00
Jeroen Bouma
f3a6a11788 Survey command and info, more documentation and bugfixes (#2174)
* Add survey command

* Add link to survey within docs

* Change exit message to include survey

* Grammar

* Little tiny mistake

* Add in documentation for settings, featflag and sources

* Details

* Add width and height

* Fix survey not working

* Add static method and change 2-minute

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-07-26 13:00:34 +03:00
jose-donato
cace78c242 Replace crypto exchange apis with CCXT (#2158)
* ccxt added

* updated text

* added docs, tests

* updated requirements

* didier requests
2022-07-26 10:04:44 +01:00
jose-donato
9d0bf694f6 Fix 2099 - add crypto funding rate (#2159)
* added funding rate feature to dd menu

* didier changes

* tests
2022-07-26 00:23:34 +01:00
James Maslek
66f05b83c0 Add chains via yahoo finance (#2176)
* Add chains via yahoo finance

* Fix existing tradier  test

* Update chains hugo

* test options controller

* business_insider_view tests

* test yfinance view
2022-07-25 22:47:46 +01:00
Vinnie117
37c3025382 Update GST to OpenBB in _index.md (#2157) 2022-07-24 19:20:07 +01:00
jose-donato
045168e5a2 Updates crypto load docs to match last load refactor (#2154)
* fix load docs

* fix vol days
2022-07-24 15:06:56 +01:00
DidierRLopes
0b0a4839a7 Update copy for docs on Why free (#2153)
* Make sec fillings link clickable in report

* update copy

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-24 12:07:25 +01:00
Pietro Monticone
69baae4889 Fixed a few typos (#2136) 2022-07-22 18:01:11 +01:00
Raphael Coelho
a26edfbfe3 Update _index.md (#2135) 2022-07-22 18:01:00 +01:00
Jeroen Bouma
0d90df7d63 Add in Portfolio Guide and update the Getting Started guide (#2118)
* Add in Portfolio Guide

* Update _index.md

* Remove images

* Grammar

* Add why free text and other details

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-22 12:19:23 +02:00
northern-64bit
64fcbc6acd Integrating the fmp submenu into the fa menu + plotting + ratios (#2102)
* Moving changes from previous pr to new branch with working tests

* Fix website

* Tests : stocks/fundamental_analysis

* stocks/fundamental_analysis/fa_controller : fix bug

* Fix requested changes

* Fix linting

* Fix warnings

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-21 09:21:11 +02:00
montezdesousa
ca4541053f Fix Economy/Plot - Does not read stored datasets properly (#2112)
* fix plot databases

* update website doc

* display stored datasets in one line

* add indent

* allow sequential storage of data

* fix menu string

* prevent appending empty dfs

* black

* silence warning
2022-07-20 10:55:09 +01:00
Dylan Cole
f05676b79a fix typo - change 'seaarch' to 'search' (#2114)
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-19 22:58:54 +01:00
Theodore Aptekarev
b90025555b Remove defirate scraping (#2113)
* Remove functions based on defirate scraping

* Update docs

* Update tests
2022-07-19 19:40:08 +03:00
montezdesousa
82b6411cab remove cumulative returns functionalities (#2103)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-18 18:50:59 +03:00
Jeroen Bouma
73a31f8f00 Add buttons linking to the installation page (#2086)
* Add in Install Terminal link

* Add in CSS and HTML for a button that links to terminal installation

* Because Jose said so

* Jose forced me to

* Last change forced by Jose

* No rel:
2022-07-14 14:52:20 +02:00
Jeroen Bouma
0fa9936651 Add in DeFi, DD and NFT guides from the Crypto menu (#2083)
* Url fix

* Add in Crypto DD Guide

* Add in NFT Guide

* Add in Messari

* Typo

* Add in DeFI Guide

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images

* Fix links

* More fixes

* Spelling

* Let links open new page instead

* Fix another link:
2022-07-13 14:45:11 +01:00
Jeroen Bouma
05e809a881 Add Crypto discovery, onchain and overview menu (#2073)
* Add onchain, ov and disc pages

* Fix broken links

* Fix links

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images
2022-07-13 06:58:04 +02:00
montezdesousa
4c0b1135a9 Economic calendar command (#2043)
* add ecocal command to menu

* add menu legend

* run black and pylint

* fix date input

* add command to main.yml

* sort and remove duplicates

* run black on model

* fetch user timezone automatically

* remove tz option and None displays

* adds choices to controller

* fix dates corner case

* create test for get_economic_calendar

* write tests for investingcom_view

* fix ycrv model

* remove unused imports

* rewrite expected for economy print help

* rewrite expected for portfolio model

* fix linting

* fix linting

* try to pass pylint again

* create _index.md

* complete docstrings

* rewrite expected  on portfolio model

* Update _index.md

* Update _index.md

* change -i default to all

* rewrite portfolio model and mark vcr

* run black on test changes

* revert changes on tests

* add limit to nr of events

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-12 16:22:48 +01:00
northern-64bit
89297fadc4 Adding new portfolio metrics (#2029)
* Making pa active + pa minor features

Makes pa actice and adds country to the df. The groupby command also gets percents of holding allocation. It also fixes warnings and prepares for a later pr that I'm currently working on.

* Fix linting

* black linter

* Fixes

Should fix everything

* Linting

* Making pa controller to base class standard

* Fix linting

* first metrics

* Adding calmar ratio

* Adding metrics to controller

* Linting

* Linting

* Test fixes

* Test fixes

* Adding tests

* Linting

* Restructuring added tests

* Linting

* Updating hugo website and fixing help

* Fixing commands

* Fix kelly criterion command

* Fixing tests

* Linting

* More linting

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-07 10:14:16 +02:00
Jeroen Bouma
b749d6e3c6 Improvements within the Terminal for the Documentation (#2048)
* 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
2022-07-06 13:52:26 +01:00
northern-64bit
85ce998d57 Making the news command pretty with more data (#2045)
* Formatting news command

* Linting

* Linting
2022-07-05 23:31:24 +01:00