* Cleanse PO from Yahoo Finance
* I removed equal but then moved it back in
* Update tests
* Get rid of sust command
* Get rid of quote since broken
* Added in export capability for quote
* Remove pir and summary, fix news and change source for weights
* Update stuff
* Add sources
* Update portfolio to not be dependend on Yahoo Finance
* Update all tests
* Update SDK
* Details
* Fix integration scripts
* I think I had to rewrite these
* Update more tests
* oopsie
* Fix 1
* Fix Sort
* and fix test
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Co-authored-by: james <jmaslek11@gmail.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
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* black everything
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* bump
* Initial function write
* Delete this line from yaml
* Changed all the main things - Need help on tests
* pylint errors
* Tests v0
* Tests v1
* Tests v2
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Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* normalized way moving average is treated and prevent huge exception prompt
* changed descriptions on docs
* change to check_positive_float
* add integration tests
* fix linting
* add more integration tests
* add more integration tests
* fix linting
* add some po integration tests
* fix flag without prompt
* change orderbook to transactions
* limit warning to portfolio
* change print help
* format portfolio var
* reformat controller
* reformat es
* remove autocompletion
* change print help
* add percentage symbol to summary
* fix holp holv
* fix scripts
* update website doc
* add tqdm progress bars
* fix table spacing
* identify mret tables
* remove positive float from rfr
* flake8
* pylint
* fix reports
* revert to old menu help
* revert to old menu help
* Update test_portfolio.openbb
* quick change on empty lines
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fill etf and prevent different length errors
* auto fill etf sectors and allow 0 value portfolios
* allow 0 value portfolios
* remove unused folder
* allow 1 asset portfolios
* split allocation calls by category in controller
* comment sector allocation model
* get country and region allocations for etf
* add comments and black
* improve comments
* improve comments
* allow for 1 category in sector, country and region
* add progress bars
* linting fix
* fix mypy
* set default date
* fix pylint
* add isin on paexport
* merge main
* auto pre load benchmark
* fix rich table for np.float64
* refactor portfolio allocs
* refactor alloc command
* add isins column
* format output alloc
* rename variable
* fix nan bug
* black
* add ticker conversion to yf format by isin
* warn and removed unsupported ISINs
* solve same day trades bug
* display bench loading progress
* portfolio show
* check if valid isins on preprocessing
* black
* fix bug when region empty
* warn when category is empty
* reformat preprocessing
* codespell
* check if ticker is valid
* flake8
* fix test
* fix bug with trades on holidays
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* 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>
* 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>
