Commit Graph

190 Commits

Author SHA1 Message Date
James Maslek
649dd1d64b Fix linter issue (#3538)
* Fix linter issue

* Didnt import optimization menu

* Fix some things for deployment

* openbbterminal -> openbb

* openbb
2022-11-22 20:40:44 -05:00
James Simmons
94e9e295e2 release 2.0.0rc1 (#3531)
* version change to 2.0.0rc1

* Update terminal_helper

* scipy to ^1.9.3

* signing files for intel

* Docker release for 2.0.0rc1

* scipy sign binary

* signing scipy removal

* Update build/pypi

* Checkout terminal_helper.py

* Make pypi build files executable

* changed the version checking

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-11-22 19:34:10 -05:00
Theodore Aptekarev
15d1870194 Reorganize project extras for a pip installable package (#3432)
* Re-solve the dependencies for optimization extras

* Remove unused reportlab helpers

* Update install from source and troubleshooting docs

* Fix typos found by cspell

* Prevent po menu from launching when optimization toolkit not installed

* Add optimization dependencies to default requirements.txt for the CI

* Add optimization toolkit installation to the CI

* Fix markdown linting

* Update CI test dependency installation for matrix tests

* Fix markdown linting

* Update source installation docs

* Clean up ToC in the main readme

* Update the SDK documentation

* Fix markdown linting after making readme sections linkable

* Fix more markdown linting

* Fix more markdown linting

* Update secrets detection with exclusion rules

* Bump detect-secrets configuration

* Tune secret detector

* Fix more markdown linting

* Add optimization toolkit install to installer GH actions

* Add optimization toolkit install to docker build

* Fix typos

* Add "all" extras setting to install torch and riskfolio

* Move forecasting dependencies to pyproject.toml

* Update CI build configs

* Update documentation to feature the "all" extra

* Lint markdown

* Update docs to specify requirement of having a C compiler

* Added log Id to codesigning steps in inteel Macos workflow

* Changed disk for the m1 macos build

* Changed disk for the m1 macos build

* Changed disk for the intel macos build

* taking out sigtool removal line

* Remove dev version number from pyproject.toml

* removing sigtool from all build steps

* changes to m1 build and commenting test_report_economy

* more m1 build changes

* testing exit on conda setup

* some more

* changing shell to bash to setup conda

* bash on lines

* bash on all lines

* small bash removals

* intel fix and test_crypto int test

* upgrading setupminiconda version

* adding back in intel conda init and reset

* intel removal of init

* taking bash back out from m1

* removing old codesign lines

* adding codesign specific binaries

* ssl fix for all terminal

* removing if installer

* various ssl fixes across commands

* fixing ssl mistake

* integration test changes

* Linting + remove comment

* Update poetry.lock

* Update requirements

* Update the docs to mention that PO is not working on arm arch

* Update deps to pin setuptools

* Disable reports on pyinstaller packaged version

* Update reports

* small grammar change for forecast report message

* Pin grpcio following introduced regression in 1.51.0

* Update docs to reflect changes in how optimization is installed

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 12:33:59 -05:00
jose-donato
eb0c305107 Sdk markdown generation (#3407)
* fix(docs): added margin between sections

* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* few changes

* updates

* sdk auto gen modules done

* Update stocks_helper.py

* updates to changed imports, and remove first sdk_modules

* Update generate_sdk.py

* Update generate_sdk.py

* pylint

* revert stocks_helper

* Update generate_sdk.py

* Update sdk.py

* Update generate_sdk.py

* full auto generation, added sdk.py/controllers creation

* missed enable forecasting

* added running black in subprocess after sdk files generation completes

* removed deleted sdk_arg_logger

* comment out tests

* property doc fix

* clean up

* Update generate_sdk.py

* make trailmap classes useable for doc generation

* Update generate_sdk.py

* added lineon to trailmap class for linking to func in markdown

* changed lineon to dict

* added full_path to trailmap for linking in docs

* updated portfolio

* feat: initial files

* feat: added meta head

* feat: added funcdef

* added func_def to trailmap attributes for markdown in docs, added missing type hints to covid functions

* feat: added view and merged with jaun

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* init

* fix returns

* fix: random stuff

* fix: random

* fixed encoding issue on windows

* fix: generate tabs

* Added changes

* Added fixes

* Updated dependencies

* Added Jose fixes, pls work

* FIxed small issue

* Automated Change

* Added forecast, will prolly also need to pip install

* Added fix

* Automated Change

* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* Automated Change

* removed Juan sdk

* update

* updates

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fix: some more stuff

* fix: bump ga to 3.10

* fix: examples

* fix: removed functions from root and moved ga

* fix: run pages only when main is merged

* fix: new poetry.lock

* Update dependencies

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: colin99d <colin99d@users.noreply.github.com>
Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-22 12:17:35 +01:00
James Simmons
418fef58e4 Forecasting sdk and environment changes (#3381)
* Forecasting sdk and environment changes

* reverting back to correct pyproject version

* reqs update for protobuf

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2022-11-15 23:46:00 -05:00
James Simmons
eead8af576 Fixing windows build by updating pyproject.toml and commenting out one integration test (#3320)
* trying again

* ipython stuff

* removing stock options integration test

* commenting out

* poetry add charset-normalizer=2.1.1

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-10 11:22:09 -05:00
Chavithra
9b9f379eff Poetry : remove optional dependencies + set papermill 2.4.0 (#3251)
* Poetry : remove optional dependencies + set papermill 2.4.0

* Poetry

* Poetry

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-07 14:12:24 +01:00
James Simmons
2b517bc181 Small pyproject changes (#3281) 2022-11-04 14:54:55 -04:00
martinb-bb
73a622058f removing explicit statsforecast version from conda and fixing numpy (#3291)
* removing explicit statforecast version

* changing numpy to 1.23.4

Co-authored-by: James Simmons <simmonsj330@gmail.com>
2022-11-04 07:04:31 +01:00
Chavithra
dbcabccd66 Poetry : remove pmdarima (#3126) 2022-10-27 11:09:14 -04:00
montezdesousa
a9787dd2d1 Refactor reports menu and make it work on installer (#2878)
* start papermill rollback

* move reports to templates folder

* comment some stuff

* refactor reports controller

* change var names

* clean ctrl class vars

* small refactoring on metadata search

* relocate some func

* breaking changes

* revert some changes

* destroying changes

* change menu appearance

* change menu appeaerance again

* update choices

* change some assets locations

* remove unused vars

* change some docstrings

* rename vars

* its working

* forgot one dash

* omg its working

* clean some code and doc

* change func name

* fix a bug and add some comments

* fix economy report startup

* add custom reports

* allow custom reports

* forgot to delete this

* unused import

* make somestuff more explicit, 5 min rule

* add helper func

* supress errors--no-verify

* add some type checks

* fix check ipynb func

* check inputs in run

* rewrite some integration tests

* remove unused import

* add some docs to website

* add auto completion

* warn if no forecast

* add to do

* add arg name if 1 arg

* add papermill pointing to github main

* add notebooks

* fix terminal spec

* relocated choices files

* merge main

* relocate website docs for reports

* limit user choices

* fix portfolio auto completion

* limit choices fix

* clean som edocstrings

* limit user choices in run command

* improve run parser

* fix msg

* add reports controller tests

* relax crypto choices limit

* contain commands

* pass pre commit

* flake8

* flake8

* ignore mypy

* pylint

* website

* move docs to jupyter tab

* add installer dep

* remove etf

* remove reports

* update reports to main

* handle events erros

* rever reports to previous commits before main merge

* add papermill installer strategies

* add flags to terminal

* avoid sdk crash

* execute notebook in thread

* remove unused sys

* execute report in a child process

* fix some notebook stuff

* fix portfolio report

* fix reports controller volatility

* change api to sdk

* move images

* remove som unucessary installer imports

* remove debugger warning

* move ipykernel launcher

* supress notebook crash

* remove portfolio decorator

* fix run command

* forgot to change this

* add images

* fix portfolio report

* fix crypto report

* linting and tests

* add run integration test

* pylint

* hide reports module args

* try at supressing args

* try at supreccing warning

* solve some os issues

* handle pm errors

* fix warning unrecognized arguments

* change comment

* avoid crash when parameters not found

* fix etf commands

* minor cleanup

* update forecasting check

* fix some linting

* fix futures test

* pylint

* limit user choices to prompt

* limit user choices to prompt

* supress warnings

* revert poetry lock back to main

* papermill pointing to main

* flake8

* forgot requirements

* Update helper_funcs.py

* Update reports_model.py

* choices

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-10-26 21:27:30 +01:00
Chavithra
67a50d92c7 Docker + Pypi : update logs + builds (#3016)
* Log : move LOGGING_COMMIT_HASH

* Build : pypi

* Build : docker

* Poetry : pyproject.toml

* Docker : test cd

* Docker : test cd

* Docker : test cd

* Docker : update cd

* Docker : update workflow

* Docker : remove script

* Tests : loggers

* Docker : workflow

* Pypi : build script

* Pypi : adding MANIFEST.in

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-10-26 12:43:05 +01:00
Colin Delahunty
37facf744b Updated dependencies (#3036) 2022-10-25 13:00:51 +02:00
Colin Delahunty
52dd7a1f66 Add stocksera source to stocks/dps/ctb (#2896)
* Got stocksera source working

* Added fixes

* Removed prints

* Updated documentation

* Fixed pytest

* Added tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-19 23:24:48 +01:00
Chavithra
eb244a1d8d Docker : building + publishing (#2904)
* fixed integrated test test_stocks_ba.openbb

* fixed integrated test test_stocks_dd.openbb

* improved and centralised the check

* fix lint

* Docker : update ci + build files

* Docker : update build and CD

* Docker : update CD

* Docker : test

* Docker : test CD

* Docker : test CD

* Docker : rename `build.sh`

* Docker : tests CD

* Docker : test CD

* Docker : update CD + build

* Docker : fix CD

* Docker : fix CD

* Docker : build

* Docker : test CD

* Docker : CD

* Docker : CD

* Docker : test

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : build + CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : test CD

* Docker : build

* Docker : test CD

* Docker : build + cd

* Moving `scripts`

* Checkout `helper_funcs.py` from main

* Docker : remove test file with alpine

* fixing readme errors

* fixing missed readme errors

* Docker : build

* Logging : handle docker app name

* Docker : test CD

* Docker : cd

* Doc

* Doc

* Doc : linting

* Doc

* Docker

* Doc

* Fixing `terminal_controller`

* Linting

* Doc : fixing links

* Version 1.9.1

* Docker : fix name

* Doc : add volumes in command

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-19 18:00:59 +02:00
Colin Delahunty
2c41a7b642 Make tests work with the pip package (#2916)
* Fixed bad darts import

* Fixed spelling

* Added fixes
2022-10-19 14:28:20 +02:00
Colin Delahunty
99fc1be4cf Remove selenium (#2898)
* Removed selenium dependency

* Removed unused file

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-18 10:15:38 -04:00
James Simmons
da7ee5c623 installer fix by changing numpy version (#2806)
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2022-10-12 14:09:33 -04:00
Colin Delahunty
0c9a4fafc4 Nhits (#2779)
* Added nhits, updated docs

* Added nhits docs

* Updated docs image

* Added funot docs

* Fixed martin changes

* Added nhits tests

* Fixed hugo issues

Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2022-10-11 12:03:28 -04:00
James Maslek
119fb1e82c Change funds load from investpy to investiny to fix 403 error (#2771)
* Change investpy load lto  investiny workaround

* add investiny
2022-10-10 23:37:39 +01:00
DidierRLopes
7979b1fc07 Add 3 Token Terminal commands (#2447)
* add crypto/ov/fun

* add tokenterminal to dependencies

* update website content

* add to main.yml

* fix tests

* add tests

* Update _index.md

* Update _index.md

* fix tests

* fix test

* List hint added

* improve code based on Jose input

* fix tests

* requirements for token terminal

* add source and fix source bug

* some improvements

* colors bars

* fix dependencies

* update kaleido version

* update setuptools for pkg_resources

* replace pkg_resources by importlib_metadata

* Added fixes

* Fixed tests

* fix stuff for Josecas

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-10-10 00:28:42 +02:00
Theodore Aptekarev
c7ab888223 Revert "Update env requirements to enable forecasting on m1 macs"
This reverts commit 9be74cee1f.
2022-10-09 23:33:47 +02:00
Theodore Aptekarev
9be74cee1f Update env requirements to enable forecasting on m1 macs 2022-10-09 23:32:47 +02:00
Theodore Aptekarev
63cc084b98 Clean up old api files (#2752)
* Clean up old api files

* Remove unused imports

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-10 00:27:55 +03:00
Colin Delahunty
35b3faad6d Removed duplicate dependencies (#2744)
* Removed duplicate dependencies

* Updated dependency stuff

* Fixed pytest

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2022-10-09 12:22:33 +02:00
martinb-bb
7fd72d9ee1 Forecasting Menu [Work in Progress] (#1933)
* Gave forecasting memory

* Fixed scripts, refactored

* FIxed poetry lock

* edge case check for forecast target

* Improved combine and load functionality

* Cleaned up translations

* Fixed issue with covariates

* Fixed issue checking covariates

* Another covariates check fix

* Ignored regr and linregr warnings

* Fixed covariate issues

* switched from forecasting to forecast

* Finished transition to forecast

* Can add entire dataset with one command

* Improved combine description

* Removed naming covariates

* Created new installation

* typo

* Make plot show dates if available

* Added better handling or users without the menu

* Removed unused file

* Fix

* Better handling for nontraditional datasets

* Fixed black and pylint

* Fixed tests

* Added darts install to main tests

* Working on darts with CI

* Added back test file

* Made large tables print better

* naive baseline

* typo

* Finished naive

* no dollar on prediction

* fixed positive MAPE bug

* quick refactoring

* Fixed two different args for same thing

* added extra patience

* linreg mape fix

* info fix

* Refactored API, bumped to Darts 0.21.0

* Added fixes

* Increased verbosity for wrong column

* Updated dependencies

* Hid warnings

* Fixed importing

* Fixed tests

* Fixed ugly seasonal plotting

* Fixed forecast line color

* Switched chart output to blue

* Simplified lambda_price_prediction_color

* fixed residuals

* Chnage

* Removed darts from CI per Chavi

* Added fixes to tests

* Added knnfix

* Fixed issue where n!= o

* Added changes

* Added changes

* Imrpoved forecast dash

* Added Theo notebook

* Added enhancements to dash

* Added notebook

* Added fix for jupyter lab

* Added debug stuff

* Change

* Updated docs

* Fixed formatting

* Fixed formatting

* Removed prints

* Filtered some info

* Added button to run model

* Improved api

* Added secret feautr (no peeking Martin)

* Cleaned code

* Fixed tests

* Added test fixes

* Added fixes

* Fixes

* FIxes for pres

* Remove bad tests

* Removed knn

* Fixed issues with removing mc

* doc for conda

* Added forecast improvements

* Added streamlit support

* Fixed issues

* fix expo with streamlit due to quantile()

* fixed performance issues with streamlit for now..

* clean up historical forecast with new trainer

* quick fix for regression trainer params

* Added fixes

* quick fix for other fix for regression trainer params

* table formatting for timestamp

* potential fix for inf in feature engineered datasets

* Basic working in new format

* dw

* Trying

* Fixed issues

* Improved graphing

* fixing trainer for LR and formatting

* doge and linting

* page break

* automatic cleaning of datasets

* automatic cleaning of datasets- fix

* Fixed forecast dates

* Made dashboard prettier

* Added fixes

* Added fixes

* Added options

* Fixed error

* remove caching

* adding in spinner

* Added vairable n_predict in streamlit

* Added mypy fix

* renaming and range change

* new index for n predict

* check positive float for window size

* 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

* renaming

* reorg files

* Update _index.md

* hidden which command for versions

* Update _index.md

* Update _index.md

* which: ns parser

* hugo for: which

* hugo for: forecasting fix

* formatting black

* update stock controller test

* Lay groundwork for better residual plotting

* improved delete to allow for periods in title

* improved automatic cleaning of inf

* Added new API

* Added new API

* Added new API

* formatting for black

* Updated our testing CI

* Reverted changes

* Added forecast docs

* Fixed mypy issues

* Fixes tests

* Did some refactoring, added a report

* new api in streamlit

* Added integrated tests

* Update _index.md

* improved loading in custom dataset

* menu spacing

* installer fixes

* Added docs fixes

* Adding comments to test if commit working

* Fixed report

* naming conventions

* formatting

* removing unused var

* Made last report imporvements

* Update README.md

* Added fix

* Switched to warning

* Added fixes

* Added fixes

* Added fixes

* Added fixes

* Update economy av view test

* Remove forgotten print statement

* Update depencencies

* Added verbosity to pytest

* Added fixes

* Fixed pylint

* Fixed actions checkout

* Added fixes

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-10-08 14:54:43 +02:00
Colin Delahunty
aafb5a52ff Update pandas dependencies (#2678)
* Update pandas dependencies

* Downgraded github checkout for now
2022-10-07 09:51:14 +02:00
James Simmons
0dbfd1b7dd Release 1.9.0 (#2694)
* version change and pylint ignore

* Resolve black and pylint errors

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-10-06 17:56:29 -04:00
Colin Delahunty
0b33cb45f8 Adds auto yaml generation (#2587)
* Began working on docs creator

* Added fixes

* More

* More

* Adding autogen_try.py for OpenBB API doc generation

* OpenBB API docs gen try

* Fixed

* Added fixes

* Added fixes

* subs -> sub

* Updated docs

* Updated docs

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-09-23 16:43:34 +01:00
Om Gupta
8e3760a503 fresh reports fix (#2570)
* merge API factory

* add helpers, stocks, crypto, forex

* minor forex changes

* include forex api paths

* add 2 missing forex funcs

* portfolio brokers refactor

* display help on api func call

* add econometrics virtual paths to api

* add api unit test

* fixed report for the new api

* minor portfolio refactorings

* added gdapps

* anchor_yield path

* some more crypto path fixes

* small change

* fixed wrong param

* minor fixes

* wip - inital commit for forex report

* add bw as a model, we'll get better solution afterwards

* added ema with dummy model as it adds great functionality to the report

* minor fixes

* wip - added functions to forex report

* add feedparser news path

* add new virtual paths to api

* adding commands to equity report

* revert to old paths, new ones were breaking

* Add in very basic ETF report

* Add candle chart to ETF report

* add etf load

* allow use of candle without data

* add raw to candle

* added forex report

* ongoing equity report

* equity report change

* fix some portfolio bugs and add docstrings

* include portfolio paths and coin class

* add crypto paths

* change event dates to str

* starting economy report

* window for limit

* equity report and refactor newsapi

* add helper to api

* update on economy report

* equity report

* update economy report

* refactor some docstrings

* change maturities helper

* refactor newsapi

* refactor futures command

* add some sauce to ycrv plot

* black

* update report

* refactor alphavantage

* refactor wsj

* update economy report

* ycrv tenor

* map avaiable_indices

* map economy helpers

* fix econdb docstring

* add plots on economy report

* minor fixes

* wip - crypto report

* update economy report

* added same default args as view

* added view to explicity use chart=True when suing the api

* adjustments - removed rich tables to use only df

* final version economy report

* change report name

* equity report for review

* linting

* add etf symbols endpoint

* incorporate feedback economy report

* fix reports launch by adding tag to economy report

* fix equity bug

* remove analyst name

* fix

* fix news

* make links hyperlinks for equity

* click links

* fixed arg name

* improved news

* small improves

* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)

* improved report

* run reports in installer

* fix #2209

* minor ycrv refactoring

* refactor portfolio/holdv virtual path

* refactor benchmark trades

* fix events args

* adapt economy report to changes

* fix portfolio controller bug

* holdv refactor

* refactor perf command

* start portfolio report

* remove perf view

* refactor holp

* add textwrap3 to poetry (doesn't solve the error)

* fix equity after merge

* add some rolling commands

* fix equity after save button

* improved crypto report, plus minor fixes

* minor fixes on the reports

* add maxdd and distr

* refactor qa

* var command

* refactor qa expected shortfall

* add es command

* add es command

* fix qa percentile bug

* fix economy rendering

* refactor qa omega

* add om command

* add summary command

* add dret command

* add mret command

* add yret command

* add metrics

* add allocs to report

* remove bro and po commands, add later

* fixed some tests

* adjustments to crypto report

* Fix docstring for VSCode

Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.

* minor adjustment

* remove nft calendar model virtual paths

* Add in Portfolio report

* fix external axes portfolio view

* Update portfolio report with rolling plots

* Details for ETF and Portfolio

* fix economy report

* change analyst to openbb

* floppy

* fixed unmatched axis in reports

* Speed up tests

* fix file and load on po

* get_news output

* add some po paths

* Add integration tests for Reports menu

* refactor maxsharpe

* open maxsharpe

* open minrisk

* open maxutil

* open maxret

* Added fixes

* black

* remove useless views

* Fixed small issue

* refactor ef

* open ef api

* portfolio optimization report

* Added fixes

* unblock api loading

* add more endpoints

* update po report

* unblock api loading

* update po report

* expose herc

* expose property endpoint

* Added fixes

* More api fixes

* flake8

* Fixed some mypy

* news api model

* flake8

* mypy fix

* mypy

* black

* pylint

* fix tests

* markdown

* markdown

* Added fixes

* fix economy report

* merge

* fix economy report

* remove empty notebook

* expose nco

* remove jupyter notebook

* expose plot endpoint

* remove po report, just used for tests

* api v paths plot

* remove api_old

* change loading msg

* fresh reports fix

* remove papermill from requirements

* Hide output (text and charts) that is produced during report execution

* minor fix in equity

* comment out api and fix style

* update poetry

* poetry fix

* fix poetry and requirements

* pylint disable

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-09-23 14:30:23 +01:00
Colin Delahunty
5bc7bc070e Tests over API Best Practices (#2344)
* Started new tests

* Added special function

* Improved dict

* Finished new test

* Got bad functions to 75

* Got bad func to 73

* Bad func down to 60

* Bad func down to 50

* Bad func down to 35

* Got bad func to 30

* No more bad functions

* Added tests

* Added fix

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Fixed some tests

* Added tests to CI

* Fixed CI tests

* Fixed CI tests

* Imrproved CI tests

* Fixed reports

* Fixed reports

* Added stuff

* Removed CI

* Fixed

* Fixed some typing'

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-22 22:31:46 +01:00
jose-donato
1661ddd440 Integrate live feeds from Pyth (#2178)
* added dependency

* added pyth models

* dependencies

* docs

* some improvements to this pyth command (#2433)

* some improvements to this pyth command

* minor improv

* dependencies

* tests

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>; COlin
2022-09-21 13:32:03 +01:00
Chavithra
72b0a9f1ee Next release : reports on steroids (#2349)
* fix gov tests

* refactor insider

* new virtual path extraction

* removed some symbol default params as they're considered critical

* little adjustments

* portfolio refactor

* merge API factory

* add helpers, stocks, crypto, forex

* minor forex changes

* include forex api paths

* add 2 missing forex funcs

* portfolio brokers refactor

* display help on api func call

* add econometrics virtual paths to api

* add api unit test

* fixed report for the new api

* minor portfolio refactorings

* added gdapps

* anchor_yield path

* some more crypto path fixes

* small change

* fixed wrong param

* minor fixes

* wip - inital commit for forex report

* add bw as a model, we'll get better solution afterwards

* added ema with dummy model as it adds great functionality to the report

* minor fixes

* wip - added functions to forex report

* add feedparser news path

* add new virtual paths to api

* adding commands to equity report

* revert to old paths, new ones were breaking

* Add in very basic ETF report

* Add candle chart to ETF report

* add etf load

* allow use of candle without data

* add raw to candle

* added forex report

* ongoing equity report

* equity report change

* fix some portfolio bugs and add docstrings

* include portfolio paths and coin class

* add crypto paths

* change event dates to str

* starting economy report

* window for limit

* equity report and refactor newsapi

* add helper to api

* update on economy report

* equity report

* update economy report

* refactor some docstrings

* change maturities helper

* refactor newsapi

* refactor futures command

* add some sauce to ycrv plot

* black

* update report

* refactor alphavantage

* refactor wsj

* update economy report

* ycrv tenor

* map avaiable_indices

* map economy helpers

* fix econdb docstring

* add plots on economy report

* minor fixes

* wip - crypto report

* update economy report

* added same default args as view

* added view to explicity use chart=True when suing the api

* adjustments - removed rich tables to use only df

* final version economy report

* change report name

* equity report for review

* linting

* add etf symbols endpoint

* incorporate feedback economy report

* fix reports launch by adding tag to economy report

* fix equity bug

* remove analyst name

* fix

* fix news

* make links hyperlinks for equity

* click links

* fixed arg name

* improved news

* small improves

* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)

* improved report

* run reports in installer

* fix #2209

* minor ycrv refactoring

* refactor portfolio/holdv virtual path

* refactor benchmark trades

* fix events args

* adapt economy report to changes

* fix portfolio controller bug

* holdv refactor

* refactor perf command

* start portfolio report

* remove perf view

* refactor holp

* add textwrap3 to poetry (doesn't solve the error)

* fix equity after merge

* add some rolling commands

* fix equity after save button

* improved crypto report, plus minor fixes

* minor fixes on the reports

* add maxdd and distr

* refactor qa

* var command

* refactor qa expected shortfall

* add es command

* add es command

* fix qa percentile bug

* fix economy rendering

* refactor qa omega

* add om command

* add summary command

* add dret command

* add mret command

* add yret command

* add metrics

* add allocs to report

* remove bro and po commands, add later

* fixed some tests

* adjustments to crypto report

* Fix docstring for VSCode

Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.

* minor adjustment

* remove nft calendar model virtual paths

* Add in Portfolio report

* fix external axes portfolio view

* Update portfolio report with rolling plots

* Details for ETF and Portfolio

* fix economy report

* change analyst to openbb

* floppy

* fixed unmatched axis in reports

* Speed up tests

* fix file and load on po

* get_news output

* add some po paths

* Add integration tests for Reports menu

* refactor maxsharpe

* open maxsharpe

* open minrisk

* open maxutil

* open maxret

* Added fixes

* black

* remove useless views

* Fixed small issue

* refactor ef

* open ef api

* portfolio optimization report

* Added fixes

* unblock api loading

* add more endpoints

* update po report

* unblock api loading

* update po report

* expose herc

* expose property endpoint

* Added fixes

* More api fixes

* flake8

* Fixed some mypy

* news api model

* flake8

* mypy fix

* mypy

* black

* pylint

* fix tests

* markdown

* markdown

* Added fixes

* fix economy report

* merge

* fix economy report

* remove empty notebook

* expose nco

* remove jupyter notebook

* expose plot endpoint

* remove po report, just used for tests

* api v paths plot

* remove api_old

* change loading msg

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: Om Gupta <guptagom@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Om Gupta <85685255+soggyomelette@users.noreply.github.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-09-20 15:07:58 +01:00
Colin Delahunty
d85ede6a22 Pylint (#2563)
* Speed up tests

* Update pylint

* Removed unneeded
2022-09-19 11:33:01 +01:00
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
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
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
Ali Asad Lotia
71ba66fc5a Update latest allowed python version to 3.10.x (#2208)
* Update latest allowed python version to 3.10.x

* Update dependencies using `poetry update`

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-08-16 09:57:52 -04:00
James Simmons
0f01b8437d Release 1.7.0 (#2300)
* Version Bump

* Changing pred install for intel workflow

* Disabling prediction menu

* Fixing codesign paths

* Changing disk location for detach

* Making sure to not pull from main

* changing windows build

* Hopefully final change for the release

* codesign fix

* fixing package stuff

* Fixing feature flags and env

* Adding comments about feature flags

* Changing windows build back

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-08-12 13:44:27 -04:00
Jalil F
47b25a933e Lock Scipy to 1.8.1. Fixes OpenBB-finance/OpenBBTerminal#2226 (#2227)
* Lock Scipy to 1.8.1. Fixes OpenBB-finance/OpenBBTerminal#2226

* Updating requirements.

* Added lock

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-08-09 16:23:13 -04:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00
DidierRLopes
8eed33b62f News from feedparser + Binance API key check fix (#2192)
* fix binance controller API key

* add news to main menu

* feedparser

* trying to help

* requirements for didier

* one test

* fix suggestion by @rpydaneogrendim on Twitter

* fix tests

* trying to help again?

* test

Co-authored-by: james <jmaslek11@gmail.com>
2022-07-29 22:13:45 +01:00
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
James Simmons
d6291ead84 Release/1.6.0 (#2106)
* Fixing paths for build procedure

* Adding back env file

* Updating pyproject and setup.nsi files for release

* Update version on feature_flags.py

* Fix default sources path not working in installers

* Fix crypto/ov/wf

* Remove old and slow tests from openbb scripts folder

* Adding a note about to explain that prediction is not available for Mac users

* Disabling prediction menu via env file

* Fix tkinter bug on windows ci by specifying the mpl backend

* Adding prediction back in and deleting previous comments about prediction not being available

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-21 00:19:13 -04:00
Theodore Aptekarev
5267af2876 Bump python version (#2061)
* Add python 3.9 conda environment

* Bump dependency versions

* Bump default python version in github actions to 3.9

* Update install documentation

* Update tests

* Bump black version in conda environments

* Skip test_display_norm in econometrics menu tests

* Bump black and tensorflow versions in pyproject toml

* Attempt to fix failing concurrent windows tests

* Skip test_display_norm in econometrics menu tests

* Bump python in conda test workflows

* Update requirements.txt

* Fix old version fallback tag
2022-07-12 16:30:59 +03:00
Colin Delahunty
b6300e906c Fix for DCF glitch (#1932)
* Added fixes

* Added fixes

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-06-14 17:09:38 +03:00
Theodore Aptekarev
79e9275ccf Release/1.5.0 (#1926)
* Add more build assets and all notebook checkpoints to ignore

* Delete old reports that were accidentally added to the repo

* Fix portfolios not bundling

* Add mac installer image assets

* Update license

* Make the code folder hidden in macOS package

* Add folder and launcher icons programmatically during build

* Change dmg creation tool to create-dmg

* Update macOS installation docs

* Bump project version

* Update macOS installation instruction image links

* Fix macOS installation instructions styling

* Unify macOS install instructions image size

* Point download links to the website vs github

* Fix macOS launcher self-quarantine command

* Fix routines not launching in packaged apps

* Fix .openbb test mode not displaying filenames during test run

* Remove file with weird apple character in path
2022-06-10 21:32:13 +02:00
Theodore Aptekarev
83f35e80c2 Release/1.4.0 (#1909)
* Fix stocks_bt integration test script

* Stop keeping parts of third-party libraries that are bundled

* Update pre-commit

* Disable false positive pylint in some crypto models

* Add i18n support to packaged apps

* Add more sklearn hidden imports

* Fix routines files path

* Fix stocks/pred openbb test script

* Fix website not building because of expo command removed

* Bump project version and update deps

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-06-07 16:14:36 +03:00
martinb-bb
f0f2fd688d removing expo until forecast menu for installer (#1896)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-03 22:55:52 +03:00