* check that routine title is valid
* more updates
* small fixes
* override local routine
* more improvements to routine logic
* --debug runs .dev
* few more updates
* small fix
* rename BASE_URL from ultima to ULTIMA_BASE_URL
* use debug from dataclasses instead of env since env doesn't get updated
* create --dev flag that can point to .dev backend
* merge conflits
* few changes, made it actually work 🤣
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* Improve enterprise, now mktcap, functionality
* Update the scripts to work better with SDK
* Update the tests'
* Update integration tests
* Change SDK
* Spellings
* one more spelling
---------
Co-authored-by: James Maslek <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>
* 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
---------
* upgrade yfinance to 0.2.4
* fix some tests failing bc yfinance new date format
* fix remaining tests
* fix tests
* rewrite failing test
* black
* rerecord test
* fix get_1y_sp500 test
* missing import here
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.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>
* 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>
