* Add lookup commands
* main ETF commands
* Add technical analysis to ETF
* add prediction techniques to ETF
* add comparison analysis to etf
* allow to select nr of holdings on load
* add shold and summary commands to ETF
* minor improvs
* screener on ETF menu
* add etf/scr wsj commands
* readd compare command
* add sbc to etf/screener
* rename chold and shold
* fix rogue etf and reset
* minor corrections
* minor menu print improv
* legend of weights and title of plot
* refactor screener to screener and disc on ETF
* add ETF scripts
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* improve user experience phase 1
* add difflib replacement
* implement auto-complete on discovery menu
* auoto-complete, difflib,jump through menus with cd
* Updating tests : terminal
* improve navigation on gst
* add q command to terminal.py
* usage instructions
* Updating tests : terminal
* fix cd command
* vars updated
* show menu when user is going through menus
* allow user to forget the intiail / on scripting
* terminal to accept text file with configuration
* refactor -n to -l and clean code
* add all commands to the tests_stocks_disc
* remove fds from disc since we have search on stocks/ and stocks/sia
* hopefully fix tests
* skip test
* fix completer type and calling menu after command for stocks/disc
* show help menu when moving forward/backwards in menus
* skip test
* skip test - bug fix
* add reset, help and quit to choices
* improve stocks/disc controller
* refactor sia menu
* UX improvements for sia menu
* improve ux design
* refactor ca controller
* fix infinite loop
* improve ux on dps controller
* Add capability of going back from a menu going into a menu
* Ux economy (#1056)
* First round of UX improvements on economy menu
* Do fred menu + sample tests file
* revert to > on menu
* rename jobs file to .gst
* remove cd option
* improve return
* final refactoring of disc_controller
* fix ca,dps,sia,disc,stocks and terminal controllers
* work on ba_controller menu
* fix reset and try_except
* UX on screener controller
* fix for full reset name
* Ux etfs (#1059)
* Refactor ETF menu for new UX
* Add couple more examples to test
* r->reset
* Clean up switch
* gov menu refactored
* fix reset issue
* 80% of refactoring options and pricing/payoff menu is done
* improve payoff controller
* minor fix
* fix: refactor pred and ta stocks controller
* fix: refactor fa(and fmp) controllers
* fix: refactored dd controller (still missing .gst tests)
* fix infinite loop bug
* refactor options controller
* add tests for payoff and pricing
* fix reset for options
* UX Upgrade for Crypto controller(s) (#1049)
* refactor crypto controller
* refactor crypto/defi controller
* added simple test and fixes not returning queue in commands
* Clean up unused functions / iex load (#1047)
* Clean up unused functions and adjust iex load function to not depend on dates
* Had an incorrect tab on s_start definition
* wrong default arg
* regenerate pytest yml
* Comment out parametrization
* Tests : Stocks > Discovery (#1050)
* Updating tests : stocks/discovery/ark
* Updating tests : stocks/discovery/fidelity
* Updating tests : stocks/discovery/fidelity
* Updating tests : stocks/discovery/fidelity
* Updating tests : stocks/discovery/seeking_alpha
* Updating tests : stocks/discovery/seeking_alpha
* Updating tests : stocks/discovery/shortinterest
* Updating tests : stocks/discovery/shortinterest
* Updating tests : stocks/discovery/seeking_alpha
* Updating tests : stocks/discovery/shortinterest
* Updating tests : stocks/discovery/disc_controller
* Updating tests : stocks/dd
* Updating tests : stocks/fa
* Updating tests : stocks/discovery/financedatabase
* Updating tests : stocks/discovery/finnhub
* Updating tests : stocks/discovery/geekofwallstreet
* Updating tests : stocks/discovery/marketbeat
* Updating tests : stocks/discovery/nasdaq
* Updating tests : stocks / discovery / yahoofinance
* Updating tests : black
* Updating tests : unused import
* Updating tests : stocks/discovery/ark
* Tests : Stocks > Doc + Helpers + Government (#1051)
* Updating tests : stocks/government/controller
* Updating tests : stocks/government
* Updating tests : conftest
* Updating tests : stocks > government
* Updating tests : stocks/government
* Updating tests : docs
* Tests : Stocks > Insider (#1054)
* Updating tests : stocks > helper
* Updating tests : doc
* Updating tests : clean stocks > fa > av
* Updating tests : stocks/insider/controller
* Updating tests : stocks/insider/business insider
* Updating tests : stocks/insider/finviz
* Updating tests : stocks/insider/openinsider
* Updating tests : stocks/insider/controller
* Updating tests : black
* Updating tests : stocks/insider/controller
* Tests : Stocks > Backtesting + Behavioural Analysis (#1057)
* Updating tests : add __init__ files
* Updating tests : stocsk/behavioural_analysis
* Updating tests : black
* Updating tests : stocks/backtesting
* Updating tests : stocks/backtesting
* fix: converted top to limit arguments
* fix: refactor disc controller, updated docs
* fix: refactor dd_controller and docs
* fix: refactor nft controller and docs
* fix: pass test temporarily, onchain controller refactor, docs
* fix: overview controller refactor, fix quit command
* fix: linting issues
* fix: refacot ta controller
* fix: refactor pred controller
* fix: linting
* fix: crypto controller
* fix: added tests, updated all controlers
* fix: menu print renamed from stocks to crypto controller, added tests
* fix: fix faster function execution
* Fix annoying pylint C0201 error
* fix: renamed commands to long format
* DISC Cleanup (#1058)
* Get rid/cleanup of marketbeat functions
* Get rid of last unused disc function + fix related tests
* fix test
* Dividend History Chart (#1053)
* Dividend History Chart
* changed to default number 10
* changed divs flag default to false
* updating the expected result for test_fa_controller.
* else statement
* fix: added load on dd
* fix: added autocompletion in all commands with argument choices
* fix: linting
* Workflows + Stocks > Insider (#1061)
* Updating code : stocks/insider remove unused file
* Updating workflows : tests - set mypy==0.910
* fix: linting
* Fixing Linting (#1062)
* Updating code : fixing linting
mypy message = Too many arguments for <lambda>
* Updating workflows : allow newest mypy version
* Updating code : apply black
* Updating code : black
* fix: updated predict controller help to match stocks
* Ux: portfolio (#1063)
* First step of portfolio UX
* Add all broker controllers to UX stuff
* UX Improvement for PO
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* UX Improvement for resources (#1064)
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* UX: stock/bt (#1065)
* UX: stocks>qa (#1068)
* fix mypy lambda
* skip tests for now
* remove unused paths.py
* rename tests/simulator to tests/e2e
* refactor options/screener menu
* UX : move `gst` files location
* fix stocks_controller
* UX upgrade of the Forex menu (#1048)
* Add basic forex menu test
* Add forex routes to terminal paths
* Remove commands from paths because they're not menus
* WIP Refactor forex controller
* refactor crypto controller
* Remove commented code
* Improve user output with printed text
* Add "help" back to the list of choices
* Enable the command queue for the forex controller
* refactor crypto/defi controller
* Fix candle chart blocking the terminal
* Black
* Return help and reset to the list of known args
* added simple test and fixes not returning queue in commands
* Add currency codes loading to the av_model
* Return the queue in edge cases (when commands don't process)
* Split select into to and from to enable autocompletion
* Style text output
* Stop printing help after the execution of every command
* Update test scenarios
* Black
* fix: converted top to limit arguments
* fix: refactor disc controller, updated docs
* Delete oanda the old view file that was moved into the oanda menu
* fix: refactor dd_controller and docs
* fix: refactor nft controller and docs
* fix: pass test temporarily, onchain controller refactor, docs
* fix: overview controller refactor, fix quit command
* fix: linting issues
* fix: refacot ta controller
* fix: refactor pred controller
* fix: linting
* fix: crypto controller
* fix: added tests, updated all controlers
* fix: menu print renamed from stocks to crypto controller, added tests
* fix: fix faster function execution
* Implement basic UX improvement of the oanda controller
* Update the forex controller
* Fix annoying pylint C0201 error
* Add latest convention changes to the forex controller
* fix: renamed commands to long format
* fix: added load on dd
* Merge the latest updates of the controller design
* fix: added autocompletion in all commands with argument choices
* fix: linting
* fix: linting
* fix: updated predict controller help to match stocks
* Update the forex menu e2e test scripts
* Add check_non_negative_float helper
* Update the controller with the latest changes to the convention
* Update the currency pair loading mechanism
* Move data models logic to the models file
* Update update oanda views to be interact with the models
* Upgrade oanda controller
* Remove raw stocks ba and eda code from the forex menu
* Update "help wanted" banner for ba and eda in forex menu
* Remove remainders of stocks ba and eda from forex context
* Improve typing, docstrings and error messages
* Remove stocks ba and eda code that was merged from other ux branches
* Add fixes that prevented incorrect argument handling
* Remove -argument from the candles call
If there is an expected agr `-g` and you put an incorrect argument
`-argument` the difflib will interpret `argument` as `g`
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* fix reset for menus that require ticker
* UX improvement on research menu
* skip insider controller test
* initial refactoring of insider_controller
* improve insider controller ux part 2
* finish refactoring ins controller ux menu
* fix bug of when commands in queue have args
* skip test
* comment test stuff
* UX: stocks>qa (#1071)
* refactor return self.queue
* fix return None
* minor fix
* minor tabulate fix
* Get rid of leading '/' in terminal and add some newlines on quits. (#1074)
* Get rid of leading '/' in terminal and add some newlines on quits.
* print crypto help on menu entry
* looks like a format issue here...
* newlines on quit
* remove unnecessary line break
* fix pylint issue
* refactor
* refactor
* allow portfolio optimization to quit context
* add exit at end of scripts
* improve dd_controller
* test ux in stocks/dd menu
* Ux upgrade for reports context (#1075)
* Refactor reports and upgrade them with the latest controller convention
* Add test scenarios for the reports context
* test ux stocks/ta
* ux branch scripts/ta
* improvement on main param
* Upgrades for the UX upgrade for the fa and fa/fmp menus (#1076)
* Change --num to --limit
* Remove inconsistent/unreliable functions from the choices list
* Improve docstring compliance with numpy doc format
* Fix hardcoded class id in dcf scrapper
* Fix annoying pylint error in discordbot that was blocking the hook
* Add test scenarios for the fa and fa/fmp menus
* Fix forgotten replacement of --num to --limit
* Fix tests
* Return some excluded commands to the choices list
* Fix dd report to reflect the updates
* Fix set function not returning the queue
* Update gst test files
* fix exit on ca from another submenu
* fix changes of options/screener
* fix dps controller
* fix fa when running out of AV calls
* Fix TVL plot locking interpreter during defi test
* Add exception handling for broken coingecko scrapper
* skip fa/av test that fails
* fix dps tests
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Dividend History Chart
* changed to default number 10
* changed divs flag default to false
* updating the expected result for test_fa_controller.
* else statement
* Clean up unused functions and adjust iex load function to not depend on dates
* Had an incorrect tab on s_start definition
* wrong default arg
* regenerate pytest yml
* Comment out parametrization
* Improve menu with 2 more commands
* prepare for code improvement
* Improve sia filtering parameters
* fix minor bug
* implement cpis command
* consider excluding/including exchanges in stats
* Add cpcs command to sia
* add cpci command to sector and industry analysis
* optimize implementation of financials on sia
* Add a lot of additional commands to sia controller
* bump financedatabase to 1.0.2
* remove yield and dividend because always null and add forward PE
* Add sector and industry defaults to avoid a 8min loading for new users
* Improve controller for better user experience
* catch exception with exchanges on financedatabase
* from sam to sama
* allow to export all without limitation of companies
* add auto complete for industry sector and country
* Make chart title not leave the screen space by adding line breaks
* improve title further
* add auto complete for metrics
* fix small bug
* Fix pylint C0201 error that was blocking the pre-commit hook
* Fix ndarray division bug
* Add logic to handle missing values
* Split looooooooong company names to 2 lines in the chart
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Begin implementing price option for quote in stocks
* Still sane tests. Note: Why can't we interface with the ticker (pandas df) itself from within the GST? E.g. GME.price
* Basic function of price option for quote achieved (e.g. "quote -t GME -p" returns "Price of GME 210.0"). Not sure if this is compatible with non-YF data backends. Still need to update documentation.
* Removed personalized comments in prep for pull request. Simple feature works, but IMO brings up questions about ideal function of load and quote functions.
* Changed one comment, also tried testing pre-commit, no output is good?
* Added option [-p] to usage and description
* cleaned extra lines
* Cleaned extra lines
* Test print df in load, fixed formatting for print in quote (hope it passes linter)
* Deleted whitespace for linter...
* Reformatted for linter
* Removed tests for load
* Rewrote but black linter still seems to fail on ```
* improve comparison analysis controller to not depend on main ticker
* make sure there are similar companies selected
* make sure user specifies ticker to get similar companies from first
* improve ca menu and allow rmv to rmv all
* improve comparison analysis menu
* fix ca/sentiment
* improve titles for James :b
* minor styling fix
* improve help message on screener menu
* allow to go from screener to comparison analysis
* Make mypy pre-commit check non-strict
* Fix mypy pre-commit hook
* Update docstrings to be compliant with sphinx-readthedocs commonmark
* Change report path to be relative to the module and not the terminal.py
* Update class library documentation
* initial version of sector and industry analysis
* Add company per sector/industry on country (and mktcap)
* fix hint
* improve README
* Commit export sia folder
* Export capability
* improve export generic function
* fix linting
* fix spelling correctly parameters
* add a limiting parameter
* black linting
* add tight_layout plot
* Add benchmark to barchart
* add more financials
* add ignore too many lines
* black linting
* Add tqdm for tracking loading progress
* Fix data exporting on cpi and cps when passing a dict to a df without index
* save data for next use of financials in fast mode
* Improve cpi/cps piechart plotting
* linter
* ensure country is selected for cpi/cps
* fix bug with limiting companies message in sia/financials
* add raw/max sectors/industries and min pct allowed
* allow to output raw data and improve pie chart concept
* improve coding guidelines
* fix ordering of func
* improve units and bugfixes
* capitalize helper messages
* allow from sia to jump into ca and improve code/bugs
* linter
* mypy linter
* docstring
* Add mypy types to dev requirements
* Add optional discord dependencies and generate requirements.txt for DiscordBot
* Add a full run of MyPy
* Fixing mypy errors and ignoring where unclear to establish a baseline
* Don't run mypy on Windows
* Add sorting abilities to options>unu
* Sorting on econ>performance
* disc>arkord filtering and hugo updates
* Change ca select to use set
Co-authored-by: James Maslek <james@Jamess-MacBook-Pro.local>
Co-authored-by: James Maslek <james@macbook-pro.myfiosgateway.com>
