* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* black everything
---------
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* quick fix to auto complete args
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Remove undesired example files
* Update the documentation for routines
* Add in video
* Add some additional text
* Add in a routines example that can be activated with --example
* Remove default old examples
* Add portfolio example holdings file
* Add portfolio optimization example allocation file
* Add example files for the portfolio menus
* Remove code that unintentionaly prints the home menu on every routine
* Add home instead of /
* Remove requirement to add file if you have an example
* Ensure portfolio/po/params also talks about docs correctly
* Move all routine, portfolio and screener presets to the correct folder
* Remove presets since they are moved
* Remove presets since they are moved
* Same implementation as for file in po
* Adjust code so it works with new folder
* Adjust code so it works with new folder
* Adjust code a little since I changed folder
* Update screener documentation to include how to create a screener
* Remove old readme
* Update documentation to better reflect where to find the files
* Also update SDK notes
* Update exe with auto complete and more info
* Add images
* Update images and the last script
* Update text to make it more apparent that it has an example attached
* Add section for routine scripts on home menu
* Make call_about more robust and add record and stop
* Update the routine markdown with info about record/stop including video
* Update scripts
* Update portfolio report
* Update tests and report
* fix small load bug
* rewrite help test
* last fix was buggy
* example by default
* fix po integration test
* keep example on arg
* adapt integration test
* fix portfolio integration test
* fix more portfolio integration tests
* pa is not an option anymore
* portfolio report choices only holdings
* update integration test for portfolio report
* Small formatting improvements
* Remove sleep and fix inconsistent return
* Some spelling
* oops
* Fix tests
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* bump
* Update ALL the exports with sheet name option
* Update contributing too
* Add in sheet name to each docstring
* Update tests
* Fix the small things for tests
* Converting CONTRIBUTING.md back since I put minimal changes in and it complains
* Fix terminal exit after `--sort p/e` (#4013)
* fix scr sort exit
* rewrite unit test output
* rewind slash replace
* rewind slash replace
* fix regex
* rewrite expected scr tests
* black
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix: small typo (#4036)
* fix income comparison error (#4029)
* Update tests due to yfinance error
* I broke tests and fixed them
* Fix tests?
* Missed a few sheet name additions
* missed one more
* Fix some missing sheet_name parameters
* Fix a test I broke
* Update tests due to changes with sheet_name
* Update stocks and common
* Mutual funds just because
* Portfolio update
* Update Forecast
* Update Futures
* Update ETF
* Update Economy
* Update Crypto
* Update others
* Update documentation to explain --sheet-name
* It should be None test
* Add None for sheet_name since empty string can result in errors
* Formatting
* Fix tests
* Update documentation
* Also update the image
* Add back to options commands
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* removing leftover test
* fix forex test to use simple pairs
* fix key error in portfolio test
* fix pylint
* fix stocks_bt test
* fix ca tests
* fixing condition
* fixing int tests
* skipping shroom tests
* adding /red
* linting
* making pre commints happy
* linting
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* bump
* Add sheet name to export for base load function
* Disable pylint due to known issue with pylint and pandas
* Add robust option if file already exists
* Abstract the sheet name argument into the export data helper
* Feature flag for auto overwrite
* add to featflag menu
* Add featflag to builds
* Remove safety check
* Fix test
* generate integration tests report
* new console report
* simple run_scripts
* move tests script to folder
* add skipping
* always display skips
* func name
* allow running from relative path
* rename some vars and time
* typo
* change portfolio supress and warning
* uncomment economy test
* rename test controller
* multiprocessing
* display test progress and available
* rename func
* mypy
* should not be here
* small changes
* type hinting and docstrings
* new subprocesses default
* forget context and chunksize
* clean len skipt
* small comment
* fix subproc default with v
* minor change
* fix path
* better this way
* make output visible
* allow only sequential run with verbose mode
* change message
* detail
* include andrew idea
* limit multiprocessing to clone version
* fix for package application
* must be up here
* allow verbose with multiprocessing but warn
* update readme
* move tests to core
* Update README.md
* Update README.md
* move readme outside
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* Update README.md
* parse subproc arg
* Update README.md
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* Delete glossary base command
* move scripts
* ruff
* update pyproject.toml
* update yfinance
* fix futures and economy test, rewrite
* rewrite stocks test yfinance dependent
* refactor sia to yfinance 0.2...
* fix last failing sia tests
* black
* update reqs
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
* fix(docs): added margin between sections
* fix: about command
* fix: about command to match new docs
* sdk aout
* fix: fix homepage
* fix: features -> reference on generate; about on homepage
* fix: juan magic
* update on merge workflows
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* removed investing/investpy from sources and added #TODO
* removed Investing from events source
* fixed autocompletion for events
* added rank column based on the debt value
* removed options in treasury autocompletion
* fixed autocompletion to use comma instead of space
* fix verification for no data on economy/qa
* fix the exaple
* commented spreadso it don't show on auto completion
* preventing testst from using user default data sources and also removing unused env variables
* fixing tests
* adding empty line after uninterpreted args
* fixing tests
* improve the way fred works by not repeating the request. also, solve some issues with the plot - but not all
* Revert "improve the way fred works by not repeating the request. also, solve some issues with the plot - but not all"
This reverts commit 1094b454a5.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* remove verbose on load
* Revert implementation of the verbosity setting in stocks controller
* Edit docstrings to comply with pydocstyle linting rules
* Fix typos in variable names and help text
* Add verbosity setting to forex load helper as it uses the stocks helper
* Update docstrings to comply with pydocstyle linting rules
* Update tests
* Fix test relying on local sources settings
* Remove old test cassettes
* Add new test data
* WIP: Fix futures tests
* Clean up test file
* Fix futures tests having a time component
* Fix futures model tests
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* fix(docs): added margin between sections
* fix: allow any pair in ob command and fix exchange on load
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* add screenshot and plotshot
* handle 0 plots
* black
* change logo
* change path spec
* get window name automatically
* create screenshot frame
* merge commands
* fix parser help
* minor refactors
* rewrite parser help
* save img
* small improvs (#2562)
* prevent non windows users to use screenshot now
* minor msg change
* refine frames
* update dependencies
* black
* flake8
* flake8
* change pyautogui import
* update dependencies to avoid mouseinfo
* update poetry and requirements
* remove pygetwindow
* revert dependency files to main
* remove terminal ref
* black
* minor image change
* black
* move images to timages folder
* move images to timages folder
* remove unused var
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* add record session into routine capabiltiies
* remove unnecessary imports
* small fix
* ignore global statement
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* 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
* Committing initial code to add FA Balance Sheet soure eodhd
* Committing eodhd Balance, Income and Cash Plots working (Ratios need a test for eodhd I couldnt get this to return on my slow machine) - Do not merge
* Committing eodhd Balance, Income and Cash Plots working, Ratios working limited to 5 years - Do not merge
* Committing eodhd Balance, Income and Cash Plots working, Ratios working limited to 5 years - Do not merge
* Added fixes
* Fixed poetry
* Added test fixes
* Updated poetry lock and reqs
* Updated json
* Reverted dependencies
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
* add log path
* add test to check if log file is in correct dir
* env path
* black
* mypy fix
* add styles folder and styles from repo
* add timezone as env variable
* fix changes with main
* fix test
* flake8
* fix linting
* fix linting
* changes
* custom changes
* add custom_imports outside terminal
* black
* black terminal
* fix test
* fix merge and remove styles/user
* some stylistic changes and remove move_files
* flake8
* merge main
* merge move and make into paths_helper
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
* 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>
* 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 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 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
* 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
