* 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>
* dashboards working on installer
* passing args as list
* fixed for ubuntu
* adding args just if necessary
* removing the shell arg
* out of the box forex report
* removing changes
* adjusting condition
* 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>
* Combine CA peers to smiliar command
* crypto/disc/top into one sdk function
* Exchanges into sdk function
* delete wrong platforms trail
* #3478 sdk crypto load
* Options hist 1 sdk function
* SDK functions
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* function to improve the data to plot
* added more user messages
* changed view to be able to return data - so the request is not repeated
* moved ax1.lengend up
* removes nan values from dataframe
* fixed tests on the economy controller
* fixes economy notebook
* removed unsuded Dict
* function does not return anything by default
* function does not return anything by default
* Revert "function does not return anything by default"
This reverts commit 8aca895a5e.
* function does not return anything by default
* removed wrong return type
* lint
* Fix the formatting test by changing futures input to symbol not ticker
* Regenerate sdk docs
* Add test for economy macro
* fred query test
* Futures
* FRED Test
* lint
* flake fix
* black fix
* futures again
* Test Index
* Add treasury tests
* pylint ignore too many lines
* FOrgot end date
* 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>
* Handle no adj close
* Added fixes for bad data handling
* Finished switching model layout
* Fixed all the bugs
* Big fixes
* Handle a lot more bugs
* A couple more enhancements
* Fixed issue
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
