* 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>
* fix#1850
* fix#1831
* add extra check to Reddit API keys
* ignore warning message to update praw api
* improve OpenBB links
* fix quick performance only on stocks class because I'm James bitch
* fix quick performance only on stocks class because I'm James bitch
* fix#1829
* fix#1821
* add messari to keys - fix#1819
* example of multiple oclumns to check on options/chains
* minor improvement in xlabel re. #1814
* remove repeated command
* fix#1698
* fix line too long
* fix#1814 fr now
* fix tests
* Add check for updates at terminal startup
* Fix ycrv missing from documentation
* Add new line after update check message
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@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>
* Adds yield curves
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* ycrv plots by default
* Limits source choices and renames raw columns
* Fix test
* Fix test
* lint
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* bring dashboards and reports menus one step above
* remove checkpoints
* Add a custom_report for luna_crash
* add Minh updated text and report
* Make a few change to the text
Co-authored-by: Minh Hoang <nminh.hoang1023@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>
* 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
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* change view_vwap to specify date range
* test code change due to last commit
* check end for calling end.date()
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add polygon to fundamentals
* Update fa menu text
* Update fa menu text
* tests for _model
* wording/lint
* _view tests
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Allow stock search keyword has whitespace
* Add exchange Sapporo Delayed Price Currency in JPY
* Add exchange Sapporo Delayed Price Currency in JPY
* black formatter apply
* pyupgrade apply to use f string
* black formatter apply after pyupgrade
* add docstring
* normalize function to use it generally
* moving function to helper_func file
* change funciton name to snake
* change checker lambda to def and name to snake
* black formmatter apply
Co-authored-by: 정민하 <mhjeong@sharekim.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Fix bugs fetching token prices #1741
* Fix bug displaying very small floats in tables #1741
Co-authored-by: Alex Ferrari <a.ferrari88@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@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>
