* 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
* Added flake8-simplify
* Update linting.yml
* update. left 1 for you colin
* Fix that one
* Missed
* Fix
* mypy
---------
Co-authored-by: james <jmaslek11@gmail.com>
* 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
---------
Co-authored-by: james <jmaslek11@gmail.com>
* I missed some sheet_name ones :)
* Move quote to main menu and combine yahoo finance commands
* Update stocks for quote
* First update to move yfinance away from main functionality
* Small updates
* Update tests to reflect changes
* Fix some little things
* Update docs a little too
* Remove the Due Diligence menu
* Update tests for new change
* Update fa and stocks with new text and move some stuff around
* Bye bye dd
* Pls work
* work..
* work..
* work..
* Work..|
* Add tests back in
* Remove tests
* Fix fix fix
* Remove tests to fix conflicts
* Improve the `stocks/search` command (#4084)
* Improve search command
* Make it more intuitive
* Fix tests
* Update the docs
* Ok done
* Ok done 2
* Ok done 3
* Git update tests that failed
* Update commands with --sheet-name that didn't work (#4088)
* Update commands with --sheet-name that didn't work
* Fix test
* oops
* Adds auto completion to `news` (#4089)
* 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>
* Hotfix/Windows-CLI (#4087)
* init
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* oops
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Adds end date to `forex/load` (#4077)
* 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.
* adding end date to the forex load
* added some tests
* added example
* always show msg
* rewriting test
* updating tests
* updating tests
* Redo load tests
---------
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>
* Update tests to reflect changes
* work..
* Remove tests
* Fix fix fix
* Remove tests
* Update the whole test folder
* Small updates
* Revert change
* Update eodhd to reflect it requires a paid plan and update tests
* Fix all the tests
* Update tests
* Update integration tests
* Removing tests so no whining happens
* ADD ALL THE TESTS
* Fix linting
* gitignore. thanks jer
* Add back dd and redirect to fa
* Update to just display a message
* Update OpenBB SDK commands
* Fixing issues with exporting
* Fix ruff messing up
* Fix tests
* Fix the tests by disabling isort to run on tests folder
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@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
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* black everything
---------
* 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 inception bug and clean some useless attributes
* reorder attributes
* add returns and cumulative returns
* fix cumulative returns
* fix cumulative returns
* remove cumulative ret
* add some doc and encapsule methods
* order detail
* add more details on docstrings
* wrong docstring
* add commnet
* Update portfolio_engine.py
* fix bug with unsupported type
* 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
* fix table header
* fix portfolio integration test
* ruff
* fix tests
* rewrite yfinance call
* fix test_draw
* test_stocks_helper
* bt model
* fix comp analysis
* fix ftd
* fix dd
* fix screener
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Re-solve the dependencies for optimization extras
* Remove unused reportlab helpers
* Update install from source and troubleshooting docs
* Fix typos found by cspell
* Prevent po menu from launching when optimization toolkit not installed
* Add optimization dependencies to default requirements.txt for the CI
* Add optimization toolkit installation to the CI
* Fix markdown linting
* Update CI test dependency installation for matrix tests
* Fix markdown linting
* Update source installation docs
* Clean up ToC in the main readme
* Update the SDK documentation
* Fix markdown linting after making readme sections linkable
* Fix more markdown linting
* Fix more markdown linting
* Update secrets detection with exclusion rules
* Bump detect-secrets configuration
* Tune secret detector
* Fix more markdown linting
* Add optimization toolkit install to installer GH actions
* Add optimization toolkit install to docker build
* Fix typos
* Add "all" extras setting to install torch and riskfolio
* Move forecasting dependencies to pyproject.toml
* Update CI build configs
* Update documentation to feature the "all" extra
* Lint markdown
* Update docs to specify requirement of having a C compiler
* Added log Id to codesigning steps in inteel Macos workflow
* Changed disk for the m1 macos build
* Changed disk for the m1 macos build
* Changed disk for the intel macos build
* taking out sigtool removal line
* Remove dev version number from pyproject.toml
* removing sigtool from all build steps
* changes to m1 build and commenting test_report_economy
* more m1 build changes
* testing exit on conda setup
* some more
* changing shell to bash to setup conda
* bash on lines
* bash on all lines
* small bash removals
* intel fix and test_crypto int test
* upgrading setupminiconda version
* adding back in intel conda init and reset
* intel removal of init
* taking bash back out from m1
* removing old codesign lines
* adding codesign specific binaries
* ssl fix for all terminal
* removing if installer
* various ssl fixes across commands
* fixing ssl mistake
* integration test changes
* Linting + remove comment
* Update poetry.lock
* Update requirements
* Update the docs to mention that PO is not working on arm arch
* Update deps to pin setuptools
* Disable reports on pyinstaller packaged version
* Update reports
* small grammar change for forecast report message
* Pin grpcio following introduced regression in 1.51.0
* Update docs to reflect changes in how optimization is installed
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
* add attribution toolkit
* add attrib to test script for portfolio
* removes yahooquery dependency and early rounding
* Update _index.md
* update feature to include raw and type flags, graph always shows, table output optional, one type of output at a time
* Linting
* Update index
* Update index 2
* Update tests
* changes argument descriptions
* Small fix
* Formatting Black
Co-authored-by: S3908818 <S3908818@student.rmit.edu.au>
Co-authored-by: Louise Platts (S3908818) <88080425+s3908818@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Louise Amy <74476622+louiseamy4@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
* 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>
* fix rvol
* added .
* remove all ifs
* fix rsharpe, rsortino
* reorder rsort, rsharpe args
* change error msg
* change error msg
* added verification to check if the window len is larger than sample len
* change rbeta msg
* fix var and es
* add more integration tests
* changed boolean params to true booleans
* renamed the file to use test_
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.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>
* 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>
* pull sector industry country data from yfinance
* fix imports with missing info
* run black on helper
* fix tests
* fix tests
* fix linting
* autofill stock data and display progress bar
* redirect stock data file
* substitute only stocks not provided by user
* reset benchmark when new portfolio is loaded (bug fix)
* rewrite help, will be fixed in previous pr
* fix mypy
* fix linting
* fix linting with open
* format progress bar
* run black
* avoid clearing of all fields
* reformat error message
* improve returns calculation performance
* general linting
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
