* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Addition of UK Companies House data. Allows you to search for companies and inspect their details and download any filings including accounts
* reformatting of code
* reformatting
* reformat code
* reformat
* fix codespell issue
* updated for changes in way key are handled
* small reformatting
* added timeout for requests
* formatting
* ruff order fixes
* black reformatting
* merge issue - removed function call_openbb
* black format change
* Added new Companies House functionality to SDK
* formattng
* more Formatting (black)
* Ruff fix
* change return type for function
* forced type conversion
* return type fix
* correct error return type
* fix return type
* deleted companieshouse tests as they require API key
* Extra validation added for when data not exist from remote calls
* Added extra commands to en.yml
* spelling mistake correction
* fat finger trouble corrected
* Save documents with identifying names and allow documents to be viewed directly within OpenBB
* ruff updates
* black changes
* ruff change
* Addition of currently loaded company information in menu
* add entry in the API keys guide for Companies Hosue
* adds images to api keys guide
* adds section in SDK API Keys Guide for Companies House
* test file for companieshouse_model
* changed test data due to ruff line size limit
* resolve merge issues
* resolve merge issue
* doc strings examples
* added docstrings for companieshouse_model
* allow download_filking_document methid in view class to be called from SDK
* added docstring for download_filing_document SDK method
* correct Companies house key literal
* replace starnge . with ,
* add check_api_key decorator to each methopd in controller
* implement next and previous for looping through filings
* ruff changes
* correct tests
* companing filings now allows you specify category
* ruff line length issue resolved
* retrieves all filings and added charges command
* bug fix
* Added limit parameter to filings command, def :100
* fix ruff issue
* added get_charges to sdk and to test class
* resolved ruff line length issue
* add some view tests
* add some controller tests
* applying fix not merged to develop yet, column_keep_types=['Company Number']
* fix i18n description
* update test_print_help
* actually update test_print_help.txt
* Update en.yml - no colon
* rerorder imports - ruff failurre
* simple text change
* ruff fix
* help text change trying to fix pytest issue
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* integrate time gpt from Nixtla
* add to reqs
* add residuals to timegpt
* fix some bugs
* remove twitter functions
* remove twitter functions and all references to it
* start work to integrate date features
* add date_features to timegpt
* remove twitter functions
* remove twitter functions and all references to it
* Update deps for timegpt + askobb
* Update forecast load to set an index to date
* lint
* spell
* mypy
* mypy2
* blac k
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Began the fax
* Bumped ruff
* Fixed a BUNCH of ruff errors
* Fixed a lot of ruff errors
* Simplify if statements
* Fixed black
* Updated some stuff
* Updated some stuff
* A lot more ruff fixes
* Added a fix
* Added a fix
* Fixed mypy
* Fixed some stuff
* Reverted one thing
* Small fix
* Small fix
* Small fix
* Added fix
* Added fix
* Update requirements
* remove twitter functions
* remove twitter functions and all references to it
* remove twitter functions
* remove twitter functions and all references to it
* Fix units on cpi
* crlf - lf
* missed one
* update ba menu integration test
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Update all_api_keys.json
* Update CONTRIBUTING.md
* Create json-yaml-validate
* Update release-drafter.yml
* Update json-yaml-validate
* fix test
* add json lint to general
* Update tsconfig.json
* Add a json_validate exclude to not check tests and certain known violations
* fix workflow
* not sure why this didnt exclude?
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* turn hold off when run even if no figure
* Add warning text to PlotlyTA
* better wording
* fixes#5232
* Fix askobb + updaate reqs
* bump requests
* Couple other bumps
* Here we go with the mac builds
* That wasn't right
* Not gonna have a good time today
* Previous miniconda
* did that wrong
* Wrong version
* ?
* installer-url instead
* 3.1 not 5.1
* CONDA UPDATE
* Revert the mac builds
* Run poetry lock and update some packages
* bump poetry on unit test
* Fix one test
* Add vanilla 3.11
* Fix issue on runner
* One last try
* Remove windows conda :D
* Update treasury command to get directly from fed
* test
* Fix the codespell lint
* Mypy
* help text
* mypy + askobb update
* pylint now
* Fix#5190
* Fix report
* ruff life
* Fix#5172
* economy report titles
* Make the chart nicer
* add USD Liquidity Index to Economy menu
* mypy
* add screenshots to Terminal Economy Intro
* add test to test_fred_model
* add Broad US Dollar Index to list of comparables
* docs pages update
* fix test_nasdaq_model
* ask obb indexing
* return just the calculated series by default
* a grid for Squares
* raw table output
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
* temperature
* remove home
* preface home
* Add askobb to all menus
* 0.3
* index
* temp +
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* candle updates. more to come
* minor prompt revision
* minor mods
* better prompt
* more mods
* update to .23
* 0.23
* more updates
* ruff
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* include plotly.js in reports html, implement new plotly multi-legends feature
* use `ensure_backend` to `check_backend`, improve charts in reports
* requirements files
* fix files with `CRLF` line endings
* Update widget_helpers.py
* Update widget_helpers.py
* handle unsupported plotly multiple legends version error
* News sentiment feature added
* News sentiment feature added
* Integration test script file added
* Updated code as per PR Instructions
* API key setting and testing code updated
* Unused imports and line-too-long code updated
* Resolved conflicts in config_terminal file
* removed empty line in terminal_controller file
* Resolved conflicts and updated code for Setting API keys
* Suggested changes have been updated
* Changes updated
* conflicts resolved with data_sources_default.json file
* Code Updated For without API key
* Code Updated
* New changes Updated
* Resolved conflicts and code updated
* Small edits
* missed a spelling error
* fix test
* Lint
* pylint rewrite
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* POC for text-to-command
* POC
* gimme -> askobb (#4740)
* Add file to generate index data
* Add generate index file
* Remove data file
* Modified data generator
* Update .gitignore
* linting
* run all cmds with root access. new!
* output msg
* modify model name
* weird logging issue
* refactor for new llama index version
* black
* in case model doesnt know
* black linting
* linting
* more ruff
* imports
* nicer messages
* removing function from economy
* poetry
* prompt refinement
* Update spec to bring in new files
* fix llama import
* help command
* missed trailing ]
* -q parameter
* remove experimental
* switching gpt model functionality
* update prompt
* tik tok on the clock
* fixed print statements
* user run commands
* add return
* fix
* fix
* removing a few depr functions
* Add filter for slashes in askobb query
* force -q command
* removing returns
* Add edge case for custom filter
* add back -q if its not in other args
* minor checks
* new prompt - a little better
* more cases for not finding answer
* return clause
* new txt with summaries
* update index ver
* new index
* Add a log_askobb
* revision on prompt
* black
* poetry lock
* req files
* Codespell
* ruff
* Linting some stuff. Change OpenAI from local to HUB
* Update api-keys.md
* openai key
* remove this. bye bye mypy
* mypy
* mypy...
* mypy2
* fix test
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: martinb-bb <martin.bufi@openbb.finance>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Allow to set variables and do loops
* Fix mypy errors
* improve code
* mypy
* pylint
* accepts Openbb date keywords like 1MONTHAGO,LASTFRIDAY,3YEARSFROMNOW,NEXTTUESDAY
* warn fix
* add documentation for script foreach and vars creation
* refactor controller as per James request
* black linting
* add another warning
* Editing some routine enhancements (#5063)
* move routine to new file
* Move to relativedelta and add some tests
* Fix mocking
* Get match_and_return_openbb_keyword_date to 100% cov
* start testing parse script
* remove rogue prints
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* big improvement in routines tests
* mypy lint
* ruff lint
* lint
* typo
* test relative time
* cover edge case of home at end of script
* fix edge case for going to home at start
* explain better slicing
* foreach tests added
* lint
* allow foreach loops to have different var names that is iterating
* foreach more powerful
* warning when var in foreach is not used
* fail script when varname that iterates foreach loop is never defined
* black
* lint again
* ruff
* improve another edge case
* fix test and fix a description
* fix nft test and routine test
* why mutual fund test failing
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Adds a flag for Heikin Ashi Candles on stocks/candle
* ruff
* pylint
* doc strings
* fix typo
* update integration test file
* updates the docs accordingly.
* remove second if statement
* requested change
* adds check for the expected columns
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* enhances stocks/quote to allow for multiple tickers
* fix for MyPy type error
* fix pylint
* formats index string as title
* adds test for multi-ticker quote and for bad tickers
* adds integration test for multi-ticker quote
* updates docstrings and adds 'openbb.stocks.quote_chart' to SDK
* updates syntax in equity report for quote_data
* ruff
* gets rid of empty lines that got created.
* adds logic to handle input as string when not a list
* re-records tests
* decorators
* Remove stocks/disc/cnews command from terminal and sdk
* Remove disc/cnews tests and test data
* Remove cnews from default sources, translations and intros
* Remove old test data files that are not used anymore
* Add pydocstyle ignore statement to pyproject toml
* Fix print help in stocks/disc controller test
