* 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
* adds filings function
* Updates test_print_help.txt
* Adds new filings function to SDK documentation.
* updates Stocks Menu screenshot to include `filings`
* updating unit testing
* requested changes
* more changes
* black
* removed a trail here that should have stayed local
* adds export flag
* correction
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>
* 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
* bump
* Update release branch
* revert conda yaml
* logging hash
* Update version number
* Added scipy to intel
* Add xgboost to intel
* add scipy libs to windows only
* add scipy sparse
* update scipy and pywin
* update tests
* UPdate installation.md to reflect 2.2
* fix yf unit tests
* Try to get futures tests working
* Ignore tz in yf download
* Found another end date needed
* delelte yf cache
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Added github actions for gitflow
* Minor changes
* Fix plot look when using eval and add query to choices (#3881) (#3898)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Testing Gitflow (#3899)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* Feature/gitflow (#3900)
* Fix plot look when using eval and add query to choices (#3881) (#3901)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Gitflow Implementations (#3902)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Gitflow Implementations (#3904)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Testing Merge
* Main --> develop (#3906)
* 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
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* GItflow Implementations (#3909)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Testing Merge
* Merge error fix
* Feature/gitflow (#3911)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Testing Merge
* Merge error fix
* Merge fix
* merge fix
* Merge fix
* Merge fix
* Merge fix
* merge fix
* Update develop (#3913)
* 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
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Feature/gitflow (#3914)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Testing Merge
* Merge error fix
* Merge fix
* merge fix
* Merge fix
* Merge fix
* Merge fix
* merge fix
* [Gitflow] - Minor fix
* Feature/gitflow (#3921)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Testing Merge
* Merge error fix
* Merge fix
* merge fix
* Merge fix
* Merge fix
* Merge fix
* merge fix
* [Gitflow] - Minor fix
* Feature/gitflow (#3914) (#3915)
* testing gitflow
* Name changes
* Testing python changes
* Added Checkout to Base test
* More minor fixes for merge
* Minor fix
* Added nightly build
* Testing Merge
* Merge error fix
* Merge fix
* merge fix
* Merge fix
* Merge fix
* Merge fix
* merge fix
* [Gitflow] - Minor fix
* Nightly build feature
* Added branch name docs
* poetry add ccxt@latest (#3920)
* 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
* poetry add ccxt@latest
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Add crypto dd functions to sdk (#3888)
* 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
* Add crypto dd functions to sdk
* 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
* Fixes currency and trailmap
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Integration tests refactor (#3781)
* 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>
* Gitflow - Autodoc (#3922)
* Hotfix/dots sources (#3928)
* fix: wordwrap
* 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: str
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Update dependency: grpcio (#3937)
* Update grpcio
* Revert "Update grpcio"
This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994.
* Update dependencies
* Rebase develop? (#3935)
* 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
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Update installation guides with videos (#3903)
* 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
* Update installation guides with videos
* Add fix for Ruff crashing
* Me no longer do what James said
* 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
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* broken link (#3889)
* 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
* broken link
due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link...
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>
* Issue #3882 Fixed (#3885)
* 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
* Issue #3882 Fixed
* 2 files reformatted by black
* tests added
* 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
* fixed mypy errors
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>
* GitFlow - improve check for changes (#3948)
Gitflow Implementation
* Rewrite and skip yfinance tests (#3953)
* economy
* fix futures
* fix stocks tests
* skip unfixable tests
* fix ark
* Fixed failing badge not used anymore (#3932)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix portfolio returns (#3931)
* 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>
* Put yf.info behind an exchange flag on `load` (#3951)
* Put yf.info behind an exchange flag
* Guides
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Last Price Bug into Previous Close#3865 (#3949)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add multiple countries option to events (#3938)
* allow multiple countries in events cmd
* fix test
* fix last test
* black
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Minor Fix for branch name check (#3979)
* Gitflow - Added manual trigger to Linting (#3981)
* Minor Fix for branch name check
* added manual trigger to linting
* Linting fix (#3984)
Linting fix
* Feature/macro convert (#3924)
* 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
* Issue #3882 Fixed
* 2 files reformatted by black
* tests added
* 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
* fixed mypy errors
* Fixed parser options for currency conversion
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 sma.md (#3956)
* 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
* Update sma.md
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 overlap_model.py (#3955)
* 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
* Update overlap_model.py
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 vwap.md (#3971)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update overlap_model.py - wrong typehint (#3970)
* 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
* Update overlap_model.py
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>
* Bump yfinance to 0.2.4 and fix tests (#3977)
* 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>
* Add extra error handling for yf in etf (#3985)
* Fix the news command and making it more stable (#3965)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/bug #3945 (#3963)
* Add exception to http requests made by ftd
* Formatting
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix#3787 (#3966)
Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add ticker to the load export file (#3997)
* bump
* Change export name to have the ticker
* revert yaml
* Feature/release branch gitflow (#3998)
* release branch gitflow implentation
* Fix integration tests bugs (#3993)
* fix tk
* fix newsletters
* fix lt
* exception on pir
* fix attrib bug and remove warning
* fix earnings
* fix ins, lt, whatif
* fillna
* fix vis
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* change .env loading priority (#4005)
* [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002)
* fix for tqdm progress bar conflict
* fix tests
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* bump
* Update release branch
* revert conda yaml
* logging hash
* Fix historical futures plot axes (#4006)
* change start date to model
* rewrite test
* ruff
* add end date
* move futures and update test
* return if wrong dates
* fix controller test
* record mode rewrite model and view
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update version number
* Added scipy to intel
* Fix M1 build (#4010)
* 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
* adding xgboost explicitly
* testing juan sugestion
* removing unncessary stuff that the hook deals with
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Add xgboost to intel
* add scipy libs to windows only
* add scipy sparse
* update scipy and pywin
* update tests
* UPdate installation.md to reflect 2.2
* fix yf unit tests
* Try to get futures tests working
* Ignore tz in yf download
* Found another end date needed
* delelte yf cache
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: Rob-Rychs <Robrychel@gmail.com>
Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com>
Co-authored-by: Sergio A. S <sergio-abu@proton.me>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
* change start date to model
* rewrite test
* ruff
* add end date
* move futures and update test
* return if wrong dates
* fix controller test
* record mode rewrite model and view
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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 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
* Update overlap_model.py
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>
* 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
* Update overlap_model.py
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>
* 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
* Issue #3882 Fixed
* 2 files reformatted by black
* tests added
* 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
* fixed mypy errors
* Fixed parser options for currency conversion
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>
