* 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>
* fix available countries and title
* fix title
* capitalize headers
* display just one day by default
* default all countries & high imporatnce
* format output
* fix display to standard date yyyy/mm/dd
* rewrite expected ecocal test
* change date format slash to dash
* mypy
* complete description
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
* Added futures dashboard
* Got a semi working prototype
* Updated csv
* Improved UI and data gathering
* Got a working prototype
* Updated title
* Added description for futures
* Fixed tests
* 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>
* 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>
* 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
* Make sec fillings link clickable in report
* Fix#2130
* styling here and there
* fix crypto panic key output result
* minor styling
* style
* tests
* allow for bitcoin rainbow to go into future
* add 2024 halving
* pylint ignore
* Add edge case handlers for crypto balance. ResolvesOpenBB-finance/OpenBBTerminal#2094
* Clear print statement.
* Run previous df generation.
* Run pure row merge.
* Fixing spacing.
* Adding test and fixing previous test failures.
* Clear comment.
* Adding vcr test.
* revert to old poetry.lock
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Add all data sources to data_sources_default.json so we can have a list in one place
* create menu to get and set data sources
* improve settings controller
* james request
* improve helper message
* minor improvement
* fix tests
* Portoflio : add pa export command for Degiro
* Update controller + tests
* Tests
* Degiro : update pa export format
* Fixing Premium
* Black
* Show index
* 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>
* 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
* adds pythonic portfolio class
* start calculate trades refactoring
* adds comments to portfolio model - delete afterwards
* finish calculate trades refactoring
* restore original portfolio_model.py
* implement calculate_allocations
* adapt and test controller load, show, bench, alloc and perf
* add old code that was ok
* adapt controller
* adapt portfolio_view
* run black on pythonic_portfolio.py
* fix crypto bug
* change column name in example datasets
* substitute portfolio_model.py
* update show command
* push cumulative returns calculation to model
* fix last change in cumulative returns
* add comments on possibly unused code
* run black on changes
* bring metrics from helper to model
* push rolling metrics from view to model
* Details and linting
* Fix tests
* remove empty attribute and rename class
* fix view and controller rf
* change returns calculation method
* remove CASH from code
* remove cash from tickers_list
* run black on changes
* change function name
* adapt to PortfolioModel
* fix tests
* fix tests on help
* fix linting
* call metrics from PortfolioModel
* call drawdown from model
* fix some mypy issues
* fix remaining mypy issues
* fix test
* Fix linting
* Remove unused function
* Small fixes
* Remove old code and adjust summary to simply work
* Update the Excel since CASH is no longer a thing
* Fix tests
* Update the csvs
* Updates to usage of full_shares and more details
* Fix -t flag for perf
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* 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>
* 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
* 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
* Refactor API to accept Crypto Symbol as an input argument
* Crypto API fixes
* Fixes
* Linting
* Linting
* More linting
* Fixes
* Tests : cryptocurrency/helper
* Tests : cryptocurrency/glassnode
* Pytest : Cryptocurrency/due_diligence
* Pytest : cryptocurrency/discovery
* Pytest : cryptocurrency/due_diligence
* Remove not a needed function argument
* Linting
* Test fixes
* Fixing mentioned fixes
* Test fixes
* Tests: cryptocurrency/defi
* Fix linting
* Final test fixes
Co-Authored-By: Chavithra <6114398+Chavithra@users.noreply.github.com>
* Fix merge
* Linting
* Fixing error
* Linting
* Removed long link
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Chavithra <6114398+Chavithra@users.noreply.github.com>
* Added code to look at Yahoo Finance Financials (Income, Balance sheet and cashflow, if tickers not found in Alpha Vantage. Should cover all UK (only tested with .L appended to tickers).
* Added code to look at Yahoo Finance Financials (Income, Balance sheet and cashflow, if tickers not found in Alpha Vantage. Should cover all UK (only tested with .L appended to tickers).
* change
* refactored to keep yahoo fa financials (income, cash, balance) separate.
* refactored to keep yahoo fa financials (income, cash, balance) separate.
* refactored to keep yahoo fa financials (income, cash, balance) separate.
* refactored to keep yahoo fa financials (income, cash, balance) separate (fixed dates).
* Fixed source bug
* empty commit
* fixed header date issue
* Fixed source
* fixed bugs related to no data returned
* fixed bugs related to no data returned
* fixed bugs related to no data returned
* Added yf to av when no data returned from av
* Added support for polygon statement of cash flows
* Fixed issue I created
* fixed pylint error else after return
* fixed pylint error with disable R1732
* fixed tests relating to av
* Updated polygon model and fixed tests
* fixed load GNR in fa after SNR.L in stocks
* fixed load GNR in fa after SNR.L in stocks
* Added newline to print
* Added newlines
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
* Fixing default view and ascending order in cglosers and cggainers
* Fixing futurewarnings error, adding test data, and changing dollar sign issue
* Adding --rewrite-expected test to pass CI
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
