* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* update to index list
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* guides: behavioural anaylsis & trading hours
* linter
* Add in Hugo Docs for tradinghours and behavioural analysis
* Move things around, fix some errors
* Update _index.md
* Update _index.md
* Update _index.md
* Small fix
* Add in better Discord link
* Adjust BA location
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
* improve econometrics load, custom_reset
* improve econometrics UX and remove options cmd
* fix sector and industry analysis
* improve econometrics and export data from main menu
* improve toolbar vis to add helper -h
* imporve type and desc
* add logger
* econometrics improve ols
* improve root and norm commands
* more cleanup
* improve econometrics commands
* api econometrics
* tests econometrics
* improve index command
* change modify to add,delete,combine and rename
* minor fix
* update docs
* update pylint
* update pylint
* tests
* Update documentation
* fix type command
* index
* improve more econometrics for Jer
* improve docs
* fix tests
* fix test
* remove help
* Add in robustness for when you select two dependent variables
* Update Website documentation
Co-authored-by: JerBouma <jer.bouma@gmail.com>
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* update to index list
* commit
* commit
* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index
* guides: behavioural anaylsis & trading hours
* linter
* Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides
* Update _index.md
* Update _index.md
* Update _index.md
* Remove images
* Some small improvements
* Update _index.md
* Add GIF
* ABC
* Add files via upload
* Fix small mistake
* Remove installer explanation since it is better documented in Hugo
* Small fix
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
* Working exponential with bugs
* utilizing business datatime + fillers
* working figures
* expo with more functionality
* historical forcasting feat.
* numeric values for forcasted days
* print pretty predictions
* formatting
* code cleanup
* doc strings fix
* more docs
* quick fix
* refactoring
* poetry updates
* typo
* test script update
* update requirements.txt
* refactoring and Hugo website
* Update _index.md
* reverting poetry and requirements for now.
* minor mod and removal of space
* Update readme for forecasting
* removal of old TF version
* reqs and poetry
* linting
* merge main.yml from main
* supress warnings due to lib version change
* reverting main.yml
* retrying expo on main.yml
* fixing fundamentalanalysis version
* update poetry fundamentalanalysis
* type casting arg parse
* seasonal period default update
* update en.yml
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add in Guides documentation to the terminal
* Don't need eg twice
* Update _index.md
* Delete website/content/terminal/getting_started/images directory
* Update _index.md
* Delete website/content/terminal/introduction_to_stocks/images directory
* Adjust css so that tables and lists also have white text
* Small small change
* update white svg
Co-authored-by: jose-donato <zmcdonato@gmail.com>
* improve portfolio controller
* improve menu ux with disabling command when port or bench are not loaded
* allow custom reset with benchmark and portfolio loaded
* bench needs portfolio loaded to use start date, reflect that
* fix tests
* allow to see sum of a portfolio holdings
* add r-square to portfolio
* add skewness of data
* add kurtosis
* add stats
* allow perf command to select a period
* add yearly returns to cumulative return plot
* add individual rolling volatility
* add individual rolling sharpe
* add individual rolling sortino
* add individual rolling beta
* add period to cumulative returns
* clean up on aisle 5
* minor fix
* add volatility, sharpe ratio, sortino ratio and maximum drawdown ratio
* remove duplicated metrics
* check for portfolio and benchmark more modular
* fix tests
* remove sqrt(N) and N from sharpe and sortino calculations
* allow hold to export raw data from tail
* automatically add space before and after table
* add portfolio holdings in percentage
* fix relative dates to be more accurate
* refactor metric command to allow to select a metric of interest and check different periods
* fix cumulative return and implement new yearly return command
* add daily returns graph
* add distribution of daily returns command
* add monthly returns command
* add summary command with multiple metrics for a specific period
* calculate yearly (out)performance
* fix show
* rbeta with benchmark of 1
* improve mret style
* improve title of distribution
* improve volatility
* minor improvement in doc
* improve mret and yret
* tests
* update portfolio content on hugo docs
* fix ycrv hugo docs
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* fix issue
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* Add in Portfolio Holdings for Attribution functionality
* Update a whole bunch
* Small bugfix and linting
* Remove print statements
* Update Excel to match Yahoo Finance categorization
* Make sure portfolio and benchmark are aligned
* Add in benchmarks, robustness and bugfixing
* Improve the spreadsheet
* Add in allocation model and improve portfolio features
* Bugfixing and more equities in the template
* Bugfix
* Bugfixing
* Add tests and website stuff
* WORK
* Clean up the code
* Add back in terminal changes
* Missing an enter imo
* Documentation fix
* Small fix
* Change code because tests cant handle formatting
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix defi lending and borrowing (test_crypto_defi.openbb)
* Update Defi test data
* Remove cnn feargreed command from economy menu
* Fix stocks/ba integration tests
* Fix whale alert redirects blocking the keys menu
* Add failed request handling to whale alert command
* Remove feargreed from hugo
* Remove feargreed from bot
* Warn that portfolio optimization can take a long time
* Remove feargreed from project deps
* Update welcome message
* Update requirements txt
* Fix welcome message test
Co-authored-by: piiq <piiq@tinag.ru>
* Add in polygon stock load
* Add in tests for polygon stock load
* Add in a `codes` command to get IDs from polygon
* Add controller + website content
* update test
* didier - you still a pain
* oops
* this is what happens with your import request
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Update _index.md
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* configure portfolio optimization parameters ini
* minor improvement
* Revert "New-Portfolio-Optimization-Menu"
This reverts commit b4b7169cfb.
* Add in Excel functionality and improve the capabilities
* Add Excel load function
* Tidying up the functions
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Re-add my code
* Some spacing and details
* Add folder structure for portfolio
* Update terminal file loading
* New-Portfolio-Optimization-Menu
* Make it possible to move from params to po with loaded file
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Making the connection between the parameters file and the functions
* Add in allocation and new params files
* Improve params default settings
* New-Portfolio-Optimization-Menu
* Update Portfolios and Params sheets
* Update sheets
* Update command to load in correct sheet
* Adjust function to only read specific columns
* Update portfolio
* Small correction
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Patched up show error
* Add Equity portfolio
* Make functions more robust
* New-Portfolio-Optimization-Menu
* New-Portfolio-Optimization-Menu
* Add in Params documentation
* Fixing Linting
* Add in Requirements and Poetry Updates
* Update website
* linting
* Update tests
* Minor fix
* remove unneccesary READMEs
* Remove expected variable type
* Improve documentation
* Clean up the code
* Refractoring
* Adjust names to make it OS friendly
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Add API for Reddit sentiment command.
* Add helper functions for Reddit sentiment command.
* Add implementation of Reddit sentiment command.
* Update BA tests to include reddit_sent.
* Add documentation for reddit_sent.
* Add link to reddit_sent from main.yml.
* Refactor get_sentiment in order to avoid globals and make empirical scaling more obvious.
* Add default arguments to Reddit sentiment functions.
* Add option to display raw sentiment values in reddit_sent command.
* Add external axis to reddit_sent command.
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* add ctb to dps
* add test for ctb
* reformat using black
* fix tests for ctb
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* quick econ fix
* black
* keys and feature flags
* terminal name 👀
* some more replacements
* some more replacements
* edit pyproject
* gst -> openbb
* add example portfolios back to git
* Update api from gst
* sorry. skipping some tests
* another round of names
* another round of test edits
* Missed some .gst refs and update timezone
* water mark stuff
* Fixing Names in terminal.spec and name of GTFF_DEFAULTS to OBBFF_DEFAULTS
* fix more GST to OpenBB Terminal
* Logging : merge conflicts with main
* Revert wrong files
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
* adds new features to Bot menu: dd/borrowed & econ/repo
created entries for new bot features: dd/borrowed & econ/repo
also added a fixed broken feature that had been left off - screener/historical
* created path and file for /bots/discord/dd/borrowed/_index.md
created path and file for /bots/discord/dd/borrowed/_index.md
* created path and file for /bots/discord/econ/repo/_index.md
created path and file for /bots/discord/econ/repo/_index.md
* removed screener/historical - feature does not work
removed because this feature does not work.
* updated to include intraday option
updated to include intraday option
* updated to include intraday option
updated to include intraday option
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* corrected
* corrected
* corrected
* corrected
* corrected
* updated to include intraday options
updated to include intraday options
* changed ta cg --> ta-mom cg
changed ta cg --> ta-mom cg
* changed ta donchian --> ta-vlt donchian
changed ta donchian --> ta-vlt donchian
* EMA is now under ta-ma options
EMA is now under ta-ma options
* ta sma is now under ta-ma options
ta sma is now under ta-ma options
* ta hma is now under ta-ma options
ta hma is now under ta-ma options
* ta wma is now under ta-ma options
ta wma is now under ta-ma options
* ta zlma is now under ta-ma options
ta zlma is now under ta-ma options
* consolidated moving averages into ta-ma
consolidated moving averages into ta-ma
* updated to include intraday options
updated to include intraday options
* changed ta kc --> ta-vlt kc
changed ta kc --> ta-vlt kc
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* updated to include intraday options
updated to include intraday options
* Consolidated Discord Bot Moving Averages
Consolidated Discord Bot Moving Averages
* updated to include intraday option
updated to include intraday option
* updated to include intraday options
updated to include intraday options
* created path and file for /bots/discord/options/smile/_index.md
created path and file for /bots/discord/options/smile/_index.md for /opt smile
* added /bots/discord/options/smile
added /bots/discord/options/smile
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* Improve labelling and some minor fixes
* Fix for different unit notation
* Update _index.md
* Some error handling
* try editing the econdb cassettes?
* mock patch visualize output?
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* Initial start-up of the Economy revamp
* Add Country Codes
* Initial Revamp of the Menu
* Add indices
* Integrate FRED menu into the Economy menu
* Add Treasury rates for the United States
* Significantly speed up treasuries function and misc
* Add in inflation indexed average
* Optimise treasury code + move raw and limit parameters
* Attempt to fix tests
* Fingers crossed tests pass
* Fix exports
* Add multi-plotting functionality as well as robustness of functions
* Improve documentation Plot command
* Please tests.. work.
* Update tests, fix currency exchange rate and some misc
* Does download work?
* Tests. Work. Now.
* This can't be it right?
* Renew tests
* Some formatting
* Update _index.md
* Delete website/content/terminal/economy/cpi directory
* Update _index.md
* Delete website/content/terminal/economy/currencies directory
* Delete website/content/terminal/economy/glbonds directory
* Delete website/content/terminal/economy/usbonds directory
* Delete website/content/terminal/economy/indices directory
* Update _index.md
* Delete website/content/terminal/economy/gdp directory
* Delete website/content/terminal/economy/gdpc directory
* Delete website/content/terminal/economy/grains directory
* Delete website/content/terminal/economy/inf directory
* Delete website/content/terminal/economy/meats directory
* Delete website/content/terminal/economy/metals directory
* Delete website/content/terminal/economy/softs directory
* Delete website/content/terminal/economy/unemp directory
* Delete website/content/terminal/economy/tyld directory
* Delete website/content/terminal/economy/fred directory
* Create _index.md
* Create _index.md
* Rename website/content/terminal/macro/_index.md to website/content/terminal/economy/macro/_index.md
* Create _index.md
* Create _index.md
* Delete website/content/terminal/economy/energy directory
* Create _index.md
* Improve documentation and re-do tests
* Rename to make it work
* Add Script
* fix env yaml with new cvxpy
* Make plot command make nice legends
* Forgot one
* clean up yfinance index commands for errors
* Update images since I made them prettier.
* add mocking for yf download
* redoing tests...again
* Improve plotting by placing the legend outside the graph
* Move Legend to outside the graph and improve -sp argument from macro
* Details
* Bugfix
* Update _index.md
* Update _index.md
* Update _index.md
* Even prettier
* Update _index.md
* Fix treasury legend
* Re-update tests, does this work?
* Always fill index_data and check if show_error on True does anything
* ...
* Update workflows
* Revert "Update workflows"
This reverts commit d7c0d22fe0.
* Attempt 12331212312 to Fix Tests
* Attempt 12331212312 to Fix Tests #2
* Ok, this is it?
* Almost there James.. almost there..
* Neater way of plotting -y1 goes in column 1 and -y2 in column 2
* Fred legend should be same size
* Update _index.md
* Change it so VIX == vix for Indices
* Add options command and remove it from plot
* Typo
* Renew tests, add more countries and apply wrapping to plots
* Reduce title size, doesn't have to be so large
* Quick start of prediction from economy
* Quick pred cleanup
* test
* Clean up pred `pick` and add hugo
* Add in qa to economy while I am here
* Add in qa menu
* mock visualize output and export data
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
* Add custom loading to stocks
* Add month and week to yf load + tests + hugo
* try fixing first test
* why did we still have tests for custom menu?
* fix ta load test
* rerun stock helper tests
* ungoof naming
* Add market cap dominance from Messari
* Add command to script
* Add tests and hugo server
* Update tests
* Fix tests
* Remove test view
* Fix Jose's comments
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Add initial implementations of the API wrappers
* Fix typos in docstrings
* Fix typos an markdown linting errors in docs
* Ditch using insecure eval in favor of secure getattr
* Add GST notebooks API documentation
* Add notebook screenshot to the GST API docs
* Add cramer by ticker and move both to ba
* Fix apis and move existing tests
* Add new tests + gst
* Hugo
* Update _index.md
* Fix tests
* quick changes
