Commit Graph

60 Commits

Author SHA1 Message Date
Colin Delahunty
50c9d2c4ff Improve documentation (#5345)
* added fixes

* Added better error handling

* Added fixes
2023-08-18 14:51:37 +00:00
Igor Radovanovic
1c869afd2f Hotfix/ stocks/fa/dcf (#4992)
* Remove flags

* Update DCF params and file naming
2023-05-08 20:18:37 +00:00
Pratyush Shukla
3d7b934d16 Fixed incorrect data display using stocks/fa/est command (#4940)
* Removed empty row in OpenBB SDK table under Installation

* Revamped `get_estimates` function

* Linting

* Fixed bugs, tests and modified args

* Fixed test
2023-05-01 20:23:59 +00:00
montezdesousa
e27a40ab09 Update fundamental analysis sdk endpoints (#4727)
* update overview

* update overview

* fix docstrings

* update docstrings andremove fillings chart

* Update sdk_helpers.py

* run generate_sdk.py

* replace marketwatch by nasdaq

* generate sdk

* leftover pandas globals

* lint

* fix unittests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-19 13:35:39 +00:00
Colin Delahunty
41f591d1da Improve DCF error handling (#4751)
* Added error handling

* Close red, log exception

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-14 21:24:49 +00:00
teh_coderer
0e9abc3a84 Feature/ Voila to Streamlit Dashboards (#4755)
* idk

* g

* idk

* init

* revert old push

* pylint

* ruff

* update

* mypy

* tests

* LF

* tests

* Update Futures.py

* tests?

* fix intraday candle breaks

* tests????

* remove matplotlib from settings controller, autocomplete for flair cmd

* Update test_settings_controller.py

* remove streamlit activate warnings as it's not needed anymore

* bump pywry

* fix daily date gaps

* Update pytrends

* Update terminal.spec

* Update terminal.spec

* Update terminal.spec

* Update macos-build.yml

* Update macos-build.yml

* Update windows10_build.yml

* Update terminal.spec

* streamlit

* streamlit configs

* test

* lint

* cmd source in charts

* Update dashboards_controller.py

* Update dashboards_controller.py

* Update backend.py

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-12 20:38:56 +00:00
James Maslek
5258a3d613 Feature/help didier (#4758)
* ensure consistency across terminal and improve intro

* Rewrite tests

* Adding a gitignore for .sh files in root

* Fix tests

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-12 20:06:54 +00:00
Igor Radovanovic
ed584cfa20 stocks/fa unit tests (#4754)
* Unit tests batch 1

* Unit tests batch 2

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Unit tests batch

* Debloat

* Debloat

* Fix linting
2023-04-12 19:42:09 +00:00
Henrique Joaquim
495beee887 Feature/contributing guidelines (#4726)
* updating readme

* updating unit tests readme

* integration tests readme

* minor to ref it on the comment

* chaging the example and removing unused files

* updating path

* changing the controller example to follow view and model

* obeying conventions

* mathcing the right controller

* matching examples

* include details on creating a new branch

* removing old references to stocks/dd

* adding sheet name to the export_data example

* circle back autocompletion to queue-and-pipeline

* fixing the list numeration

* Doc

* fixing the tests (were failing bc of changed function name)

* Remove tests/FIXTURES.md

* reverting

* small edit

* lint

* mardown linting

* fixing forecast dashboard

* fixing forecast dashboard

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-12 15:11:32 +00:00
Colin Delahunty
2e79308ade Hotfix/4526 (#4682)
* Added fixes

* Merged

* Merged

* Added some handling of errors

* Adds some read dbs

* Removed useless commands

* Added fixes

* Added fixes

* Added fix

* Added fix

* Added fix

* Added fix

* Added fix

* Added fix

* Fixed tests

* Handle lowercase

* Added fxes

* small ticker thing

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-04-12 11:39:42 +00:00
Jeroen Bouma
af1f4483e6 Fix issue with holder (#4693)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-10 10:25:38 +00:00
James Maslek
cceeb3e2b6 Fixing fa/ bugs (#4524)
* Fix fraud showing nothing when NA values

* Fix sdk

* fix #4457

* sdk generation tests

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-03-20 14:54:07 +00:00
James Maslek
36c0c0f5c1 Update contributing guide (added a new feature while doing so) (#4391)
* Update contributing guide

* lint md

* lint md

* lint md

* Tests + fix some markdownlint things

* Get rid of irritating newline on reset

* Trying something small

* try something else

* linting

* Change cfg to the new user object

* words

* minor improvements

* some adjustments to the contributing guidelines

* Another pass at contributing

* spelling

* we need a local markdown linter

* why does this pylint disable still fail

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-09 16:39:37 +00:00
Jeroen Bouma
87cea82808 Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424)
* 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>
2023-03-08 20:47:13 +00:00
Henrique Joaquim
3203048fc6 fix dcf messages for non-us companies (#4430) 2023-03-08 14:59:27 +00:00
James Maslek
f0d8fa65e5 Make the UI a little cleaner (#4405)
* Make the UI a little cleaner

* ta load

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-03-06 13:57:32 -05:00
montezdesousa
475ebb5acd [WIP] Migrate user, feature flags and configurations to dataclass (#4309)
* implement user and change is guest

* replace User methods

* move remaining functions to user

* fix bug

* portfolio test

* fix tests

* fix tests

* uncomment skip

* ruff

* start credentials model implementation

* change deault structure

* refacto quandl

* change default struct and file names

* bug

* start using global user

* add comments

* move update flair

* change cfg references in keys model

* reddit & fmp

* refactore additional keys

* remaing config keys

* remove unsude imports and fix hub keys

* ruff

* fix line too long

* unblock unittests

* fix keys model tests

* remove os patch

* fix account controller tests

* fix account controller tests

* fix account model

* account fixed

* fix user tests

* User Model

* User Model

* User Model

* Move session folder

* User Model : grouping the models

* User Model : fix bugs

* Config Plot + bug fix

* User Model : Refactoring plots

* Feature flags

* Remove dup

* clean comments a fix some vars

* fix feature flags controller

* refactor obbff from settings controller

* refactor a bunch of obbff variables

* fix bug blocking terminal

* fix integration tests

* refactor controllers with obbff

* refactor remaining ffs

* remove comments

* log not started

* mispelled variable

* set current user on local model

* User Model : moving files + updating

* User Preferences

* User : Refactor is_guest function + bug fix

* User : refactor is_guest function

* Fix conftest.py

* remove lost obbffs

* typo on fileoverwrite

* Plot config: move variables and start plot dpi

* User : tests

* refactor plot dpi references

* remove plot dpi imports

* refactor some config terminal leftover

* /account/sync : fix bug

* remove configs reload

* start path refactor

* installation paths vs user paths

* remove cfg_plot

* Tests : User Refactoring

* user prefix only for preferences

* user prefix only for preferences

* move user paths

* remove comment

* update apply remote configs

* fix tz not updating

* save some copys

* small fix

* create interface for credentials and preferences

* wrong docstrings fixed

* ruff core

* fix some pref setting

* login is better

* ruff

* ruff

* remove Literal

* add small comment

* Tests : User Refactoring

* Credentials Model : add DataBento

* Fix helper_funcs

* Fixing code

* Tests : fixing

* User Model : freezing the models

* Fixed Income + Databento

* Tests : fixing keys

* black

* ruff

* Tests : user model

* Tests : user model

* Fix linting

* Fix linting

* Linting

* Linting

* Fixing code and tests

* Fix tests

* mypy

* SDK

* Clean ruff cache

* Fix syntax issue

* Update fred_view

* Black

* Linting

* Update code

* Update tests

* Linting

* Linting

* Tests

* Black

* Linting

* Linting

* Mock os.listdir to avoid looking for file that doesnt exist

* Mock options paths

* lint

* Tests : fix

* Code : update

* Tests + Linting

* Tests

* Ruff

* Code : update

* Tests

* Code : update

* Fix workflow

* Code : update

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-05 00:37:19 +01:00
teh_coderer
602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

* crypto views done?, ba, econometrics, funds, reports

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

* fix display_candle data is None load being unreachable, get covid views ready for sdk server

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

* added edge case fallback if figures are in queue before backend fail

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

* fix fred model/view from switch to DataFrame, improve ecb_model

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

* account for volume column with no volume when plotting indicators , images autogen POC

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

* logic for numpy array for plotly helper `get_dateindex` function

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00
jeroen
e1e2293c7b Small bugfix for DCF if you have no ticker loaded 2023-02-25 14:48:18 +01:00
jeroen
9cf078611c Updates 2023-02-23 14:12:36 +01:00
northern-64bit
33e79a2aaa Fixes #3873 and adds generic naming to financial statements (#4142)
* Fix plotting error

I choose to fix it by removing the denomination transform, since it doesn't affect the result (even when fixed).

* Add generic naming to financial statements, except for EODHD source

* Fix linting

* Fix linting

* Fix bugs

* Fix linting

* Handle invalid plot options for sources

* Fix linting

* Fix linting

* Some tests

* more tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-20 18:29:27 -05:00
james
15141122a2 Merge 2023-02-16 08:57:34 -05:00
James Maslek
5aebae4d46 Feature/general improvements (#4213)
* Get rid of required ticker and add -t argument to all of fa

* ta to work without ticker

* Allow bt to be accessed without ticker

* Bt not ticker dependent (last commit was qa)

* Update stock controller

* UPdate tests

* Review changes + update tests
2023-02-13 10:22:29 -05:00
james
0ed729e59e Merge branch 'develop' into feature/mypy10 2023-02-09 20:07:10 -05:00
Jeroen Bouma
6421be3d8e Cleanse functionality from relying on yfinance (#4176)
* 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>
2023-02-09 16:57:26 -05:00
james
d73dfd3980 fixes for mypy 1.0 2023-02-08 19:14:25 -05:00
jeroen
2f9b775ea1 I missed a s 2023-02-08 09:42:06 +01:00
jeroen
520442786c Move ark around, updates docs, update SDK 2023-02-07 01:02:36 +01:00
Jeroen Bouma
0ee2ebcf1e Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055)
* 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>
2023-02-06 23:24:15 +01:00
Colin Delahunty
ee34a1f278 Feature/add isort linter (#4114)
* Fixed isort

* Fixed issues

* FIxed linters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-04 21:24:47 -05:00
Jeroen Bouma
a6042b8578 Copy paste all the sheet names (#4035)
* 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>
2023-01-26 09:53:21 -05:00
kajdo
fedeeaad18 FEAT: EPS and Revenue Estimations from Seeking Alpha (#3402)
* FEAT: EPS and Revenue Estimations from Seeking Alpha

* initial pytest for seekingalpha model and view

* added fa_controller tests for seekingalpha views

* integration tests for epsfc and revfc

* FIX: handling of "no data found"

* merge

* number format fix

* format change according to black linter

* fixed unit tests because prev. recordings didn't match anymore

* change to match linter rules

* fixes

* delete website files"

* update codespell

* Flake

Co-authored-by: kajdo <juergen.kajdocsy@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-12-12 17:55:20 -05:00
Colin Delahunty
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
montezdesousa
02901f1473 Trim command output spaces (#3424)
* first round of removing spaces

* remove more print statemnts

* remove more spaces

* bullbear color

* spacc color

* improve stalker readability

* delete more spaces

* reddit colors

* rever hood

* flake8

* forgot this one

* fix econometrics tests

* fix econometrics tests

* fix more tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-16 11:47:24 +00:00
Henrique Joaquim
0ae89d6cc2 Style fixing: removing --ascend/--descend (#3395)
* stocks candle to use reverse

* qa raw to use reverse

* etf candle to use reverse

* oss rossix to use reverse

* crypto/defi to use reverse

* crypto/disc to use reverse

* added test

* crypto/dd to use reverse

* crypto/onchain to use reverse

* crypto/ov to use revert

* forex candle to use revert

* conibase controller to use revert

* tests to use reverse

* covid to use reverse

* removing ascend

* removing ascend from econ

* more removing ascend

* more removing ascend

* more removing ascend

* fixing stuff on .md files

* fixed economy controller tests

* fixed screener tests

* fa controller to use comma separated when multiple inputs
2022-11-14 15:04:34 +00:00
James Simmons
c8df2c39ce Removing autocomplete for all limit (#3322)
* all limit fixes

* flake

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-10 13:13:48 -05:00
northern-64bit
28a0cfd2ee Improved auto completion (#2763)
* Adding improved auto complete to all menus

* Improve autocomplete

* Done

* Linting : fix unused imports

* Tests : fix help messages

* Fixing typing

* Tests : forex

* Tests: stocks

* Stocks/TA

* Linting

* Stocks/insider

* Portfolio/Broker/Degiro

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-10-11 16:07:24 +02:00
Colin Delahunty
ab843d32fe Fixed shrs command -h (#2663) 2022-09-30 07:33:02 +02:00
Paul Symonds
769ae75805 Add End of Day Historical Data to FA : https://eodhistoricaldata.com/r/?ref=869U7F4J to (#2500)
* 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>
2022-09-29 08:44:55 +02:00
Catalin Toma
d0914a84d3 Fix exports (#2584)
* Fix exports missing on Eclect.US and Finviz

* Fix formatting

* Fix formatting

* Fix lamda not using 'def'

* Fix pylint issues

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-09-23 22:17:53 +01:00
Colin Delahunty
d85ede6a22 Pylint (#2563)
* Speed up tests

* Update pylint

* Removed unneeded
2022-09-19 11:33:01 +01:00
James Maslek
9deb06d733 Friday night bugs (#2557)
* bug 2548 to fix stocks/gov/topbuys

* lets not print the df

* stocks/gov/lasttrades help #2547

* #2531 earnings issue

* Add a check in contracts that the amounts are more than 0

* Fxiix tests

* #2516

* #2516

* #2511

* Break up the estimates into 3 different options

* #2532

* mypy fix

* pylint fix
2022-09-17 12:57:39 +01:00
DidierRLopes
8edf079041 Big refactor to be explicit about data sources (#2490)
* refactor stocks datasources

* add rest of data sources

* add_cmd without source

* forgot one tiny thing

* fix crypto tests

* fix forex tests

* fix etf tests

* fix economy tests

* fix oss tests

* fix remaining tests

* fix tests

* Rewrote vcr files

* Take 2

* fix test

* fix tests for FA

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 18:04:56 +01:00
James Maslek
bd59270297 Add yf for fa/earnings (#2488)
* Add yf for fa/earnings

* Fix test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 11:42:17 -04:00
Colin Delahunty
c68857f982 Fixed polygon quarterly (#2401)
* Fixed polygon quarterly

* Fixed tests
2022-08-23 10:41:10 -04:00
James Maslek
d549272faf start -> start date (#2355) 2022-08-18 13:51:15 -04:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +01:00
Colin Delahunty
1e19ab5cc5 added dcf growth (#2244)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-08-05 13:20:32 +01:00
asymness
d08501894f Add export call to FA key metrics controller (#2184) 2022-07-26 21:07:23 +01:00
northern-64bit
64fcbc6acd Integrating the fmp submenu into the fa menu + plotting + ratios (#2102)
* Moving changes from previous pr to new branch with working tests

* Fix website

* Tests : stocks/fundamental_analysis

* stocks/fundamental_analysis/fa_controller : fix bug

* Fix requested changes

* Fix linting

* Fix warnings

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-21 09:21:11 +02:00