Commit Graph

12 Commits

Author SHA1 Message Date
James Maslek
52c560d414 Close 2 stocks fa issues with polygon (#5217)
* Fix #5190

* Add quarterly back to polygon cash flow

* Add some to stocks statics

* lint

* Fix tests + balance all of a sudden not working
2023-07-14 14:27:04 +00:00
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
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
James Maslek
eb2c11060d Refactor requests throughout (#4033)
* 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

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-01-27 14:01:07 -05:00
James Maslek
0e8a8013aa Fix polygon cash statement + fmp stuff (#3809)
* Fix polygon cash statement

* FMP bugfix and regenerate some tests

* fix vomma

* Fix unreported futures bug with capitalization
2022-12-21 12:04:45 +00:00
montezdesousa
cf9670303c Populate model functions with check_api_key decorator (#2755)
* fred decorator

* fmp decorator

* quandl decorator

* reddit decorator

* polygon decorator

* twitter decorator

* news decorator

* tradier decorator

* cmc decorator

* binance decorator

* finnhub decorator

* iex decorator

* sentiment investor

* walert decorator

* glassnode decorator

* coinglass decorator

* cryptopanic decorator

* bitquery decorator

* smartstake decorator

* messari decorator

* github decorator

* santiment decorator

* eodhd decorator

* import check_api_decorator

* fix some decorators

* fix some decorators

* remove some decorator

* decorator fixes

* black

* mypy

* mypy again

* mypy again

* pylint

* decorator

* too many line

* fix fred ycrv

* mypy

* rewrite events test

* another try

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-10-12 17:36:49 +01:00
Colin Delahunty
c68857f982 Fixed polygon quarterly (#2401)
* Fixed polygon quarterly

* Fixed tests
2022-08-23 10:41:10 -04:00
Colin Delahunty
6f2691b916 Fix income statement bad headers (#2390)
* More verbose error

* Fixed headers
2022-08-22 16:30:52 -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
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
Paul Symonds
248deed202 New Feature Financial Analysis, checks Yahoo if no data at Alpha Advantage. (#1984)
* Added code to look at Yahoo Finance Financials (Income, Balance sheet and cashflow, if tickers not found in Alpha Vantage.  Should cover all UK (only tested with .L appended to tickers).

* Added code to look at Yahoo Finance Financials (Income, Balance sheet and cashflow, if tickers not found in Alpha Vantage.  Should cover all UK (only tested with .L appended to tickers).

* change

* refactored to keep yahoo fa financials (income, cash, balance) separate.

* refactored to keep yahoo fa financials (income, cash, balance) separate.

* refactored to keep yahoo fa financials (income, cash, balance) separate.

* refactored to keep yahoo fa financials (income, cash, balance) separate (fixed dates).

* Fixed source bug

* empty commit

* fixed header date issue

* Fixed source

* fixed bugs related to no data returned

* fixed bugs related to no data returned

* fixed bugs related to no data returned

* Added yf to av when no data returned from av

* Added support for polygon statement of cash flows

* Fixed issue I created

* fixed pylint error else after return

* fixed pylint error with disable R1732

* fixed tests relating to av

* Updated polygon model and fixed tests

* fixed load GNR in fa after SNR.L in stocks

* fixed load GNR in fa after SNR.L in stocks

* Added newline to print

* Added newlines

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-06-29 14:02:01 -04:00
James Maslek
d3c4919993 Add stock fundamentals from polygon (#1774)
* Add polygon to fundamentals

* Update fa menu text

* Update fa menu text

* tests for _model

* wording/lint

* _view tests

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-09 19:07:11 -04:00