Commit Graph

1989 Commits

Author SHA1 Message Date
James Maslek
7a18ff1a5e fix coinbase ov func (#2205) 2022-07-29 15:47:33 -04:00
Colin Delahunty
37e2597bb4 Added fixes for coinbase (#2202)
* Added fixes for coinbase

* Fixed tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-07-29 19:20:34 +01:00
Colin Delahunty
e54a49dae4 Added ycrv command (#2203) 2022-07-29 13:43:17 -04:00
James Maslek
9cee9cc76a Small danglewood bugs (#2197)
* add user agent to yahoo request

* initialize pandas series with float

* Add a billions to economy SCALE

* add color to rtps

* make values required for certain settings

* spell required correctly, dont block -h in settngs

* quick lint

* added couple guess games lines lol
2022-07-29 12:18:47 +01:00
asymness
d08501894f Add export call to FA key metrics controller (#2184) 2022-07-26 21:07:23 +01:00
James Maslek
64d4f22753 Clenow Volatility Adjusted Momentum (#2180)
* Add this clenow volatility momentum thing

* Hugo + FIx controller

* clean up

* mypy fix

* Add to menu and dont show header

* menu testing

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-26 13:09:21 -04:00
northern-64bit
9034055c6f Fix portfolio metrics (#2116)
* Fix portfolio metrics

* Linting

* Fix beta calculation and thus jensens alpha

* Fix tests

* Fix linting

* Final linting

* Linting

* Add in table with info about the metrics

* Spelling

* Fixes everything mentioned

* Linting

* Final linting

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-26 15:05:01 +02:00
asymness
9f91cf8ae8 [Bugfix/TradeBalance] Fix parameter name for TradeBalance and handle 'null' response from EconDB API (#2179)
* Fix parameter name for Trade Balance

* Handle the case of 'null' response content with OK status code

* Change TBFR parameter name to TB in hugo docs
2022-07-26 13:23:35 +01:00
Alex Willis
a768e545a8 Added a Historical Beta Regression Plot (#2145)
* beta function initial commit

* Used pct returns instead of raw returns

* beta function initial commit

* Used pct returns instead of raw returns

* Moved beta from stocks/ca to stocks/qa

* Updated tests for stocks/qa/beta

* Added hugo docs page for stocks/qa/beta

* Updated beta docstrings and added graceful exit on bad ref ticker
2022-07-26 13:23:08 +01:00
Jeroen Bouma
f3a6a11788 Survey command and info, more documentation and bugfixes (#2174)
* Add survey command

* Add link to survey within docs

* Change exit message to include survey

* Grammar

* Little tiny mistake

* Add in documentation for settings, featflag and sources

* Details

* Add width and height

* Fix survey not working

* Add static method and change 2-minute

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-07-26 13:00:34 +03:00
jose-donato
cace78c242 Replace crypto exchange apis with CCXT (#2158)
* ccxt added

* updated text

* added docs, tests

* updated requirements

* didier requests
2022-07-26 10:04:44 +01:00
jose-donato
9d0bf694f6 Fix 2099 - add crypto funding rate (#2159)
* added funding rate feature to dd menu

* didier changes

* tests
2022-07-26 00:23:34 +01:00
Jay M Gonzalez
9d6292c7fe fix tokenomics error (#2155)
* fix tokenomics error

* fix tokenomics graph

* add tests

* add black command

* add test helpers

* add test helpers

* trying to fix tests

* trying to fix tests

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
2022-07-25 23:26:02 +01:00
James Maslek
66f05b83c0 Add chains via yahoo finance (#2176)
* Add chains via yahoo finance

* Fix existing tradier  test

* Update chains hugo

* test options controller

* business_insider_view tests

* test yfinance view
2022-07-25 22:47:46 +01:00
DidierRLopes
52e46d3640 Fix volatility (#2173)
* Make sec fillings link clickable in report

* fix volatility

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-07-25 14:49:40 +01:00
Colin Delahunty
fa1c796dbf Fixed dcf (#2160) 2022-07-24 19:19:46 +01:00
jose-donato
045168e5a2 Updates crypto load docs to match last load refactor (#2154)
* fix load docs

* fix vol days
2022-07-24 15:06:56 +01:00
DidierRLopes
fea15aa13d Fix stuff (#2150)
* Make sec fillings link clickable in report

* Fix #2130

* styling here and there

* fix crypto panic key output result

* minor styling

* style

* tests

* allow for bitcoin rainbow to go into future

* add 2024 halving

* pylint ignore
2022-07-24 10:38:02 +01:00
MOMINCKS
8c3145fcb4 better match for econ param parse to dict (#2123)
* better match econ param parse to dict

* Update econdb_model.py

* fix str assignment error

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-07-23 01:16:35 +01:00
Drashti Shah
b60101ca0e improve readme file for terminal (#2137) 2022-07-22 18:01:46 +01:00
montezdesousa
b439580242 Fix ycrv to allow raw display and export when source is FRED (#2127)
* allow raw display and export

* change title to investpy standard

* limit fred to united states
2022-07-22 00:56:53 +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
James Simmons
d6291ead84 Release/1.6.0 (#2106)
* Fixing paths for build procedure

* Adding back env file

* Updating pyproject and setup.nsi files for release

* Update version on feature_flags.py

* Fix default sources path not working in installers

* Fix crypto/ov/wf

* Remove old and slow tests from openbb scripts folder

* Adding a note about to explain that prediction is not available for Mac users

* Disabling prediction menu via env file

* Fix tkinter bug on windows ci by specifying the mpl backend

* Adding prediction back in and deleting previous comments about prediction not being available

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-21 00:19:13 -04:00
montezdesousa
ca4541053f Fix Economy/Plot - Does not read stored datasets properly (#2112)
* fix plot databases

* update website doc

* display stored datasets in one line

* add indent

* allow sequential storage of data

* fix menu string

* prevent appending empty dfs

* black

* silence warning
2022-07-20 10:55:09 +01:00
montezdesousa
d474bcc0f8 Allow direct orderbook export from degiro paexport to portfolio load command (#2091)
* redirect paexport to holdings/portfolio folder

* allow name change on export

* centralize default holdings path in helper

* create default folder for degiro orderbook

* refresh and unrestrict choices

* update degiro help

* fix linting

* remove unused import

* move logic to model
2022-07-20 08:46:40 +01:00
Dylan Cole
f05676b79a fix typo - change 'seaarch' to 'search' (#2114)
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-19 22:58:54 +01:00
DidierRLopes
bdcf540d1e Guess game - Easter egg (#2066)
* start working on guess command

* add guess game file

* Allow to do more than 1 attempt in the game

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-07-19 22:20:15 +01:00
DidierRLopes
5412149f37 Allow to build reports without arguments (#2108)
* Make sec fillings link clickable in report

* fix #2030

* improve code
2022-07-19 18:49:57 +01:00
Colin Delahunty
4b52e84a40 Changing with the times (#2111) 2022-07-19 18:17:46 +01:00
Theodore Aptekarev
b90025555b Remove defirate scraping (#2113)
* Remove functions based on defirate scraping

* Update docs

* Update tests
2022-07-19 19:40:08 +03:00
Danglewood
e8b2e9ce7d The prediction menu installation instructions are not correct and should not be used (#2092)
* The prediction menu installation instructions are not correct and should not be used. 

Tensorflow *cannot* be installed via Poetry. `tensorflow-macOS` and `tensorflow-metal` perform terribly and should not be used. Installing tensorflow via `conda install -c conda-forge tensorflow` is the only way tensorflow should be installed.

* Fix some indentation

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-19 01:09:22 +03:00
DidierRLopes
b5a7fb99b9 Fix save class (#2090)
* Fix save class

* add more comments around this design choice
2022-07-19 00:22:01 +03:00
montezdesousa
ec9a88e8fa Fill missing static data (sector, industry, country and region) on portfolio creation (#2072)
* pull sector industry country data from yfinance

* fix imports with missing info

* run black on helper

* fix tests

* fix tests

* fix linting

* autofill stock data and display progress bar

* redirect stock data file

* substitute only stocks not provided by user

* reset benchmark when new portfolio is loaded (bug fix)

* rewrite help, will be fixed in previous pr

* fix mypy

* fix linting

* fix linting with open

* format progress bar

* run black

* avoid clearing of all fields

* reformat error message

* improve returns calculation performance

* general linting

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-18 18:47:45 +01:00
montezdesousa
82b6411cab remove cumulative returns functionalities (#2103)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-18 18:50:59 +03:00
DidierRLopes
b75629054f Make sec fillings link clickable in report (#2104)
* Make sec fillings link clickable in report

* remove regressions from autocompleter
2022-07-18 16:27:21 +03:00
Jalil F
96ed08daaa [Bugfix#2094] Fix handling of balances when user has no tokens. (#2095)
* Add edge case handlers for crypto balance. Resolves OpenBB-finance/OpenBBTerminal#2094

* Clear print statement.

* Run previous df generation.

* Run pure row merge.

* Fixing spacing.

* Adding test and fixing previous test failures.

* Clear comment.

* Adding vcr test.

* revert to old poetry.lock

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-17 13:33:16 +01:00
montezdesousa
0f6852cf0c Fixes error message on portfolio menu help (#2088)
* fix message display on help

* rewrite expected on print help

* fix linting
2022-07-15 10:21:02 +01:00
pftp-jz
5fc2635648 adding data range for VaR (#2087)
* adding data range for VaR

* Update qa_controller.py
2022-07-14 18:41:57 +01:00
ghbcode
51b6c6ca76 Corrected wording (#2080) 2022-07-13 09:15:12 -04:00
James Maslek
8263d84398 Fix oanda key issue (#2077) 2022-07-12 19:49:47 -04:00
DidierRLopes
e91e6c00f9 fix regression introduced (#2076) 2022-07-12 23:05:15 +01:00
DidierRLopes
b6f52429d1 allow user to set flag (#2074) 2022-07-12 19:54:12 +01:00
DidierRLopes
9e220e8f3c Creates a controller to specify sources (#2069)
* Add all data sources to data_sources_default.json so we can have a list in one place

* create menu to get and set data sources

* improve settings controller

* james request

* improve helper message

* minor improvement

* fix tests
2022-07-12 18:56:52 +01:00
Chavithra
0dfd53f28a Portoflio : add pa export command for Degiro (#2065)
* Portoflio : add pa export command for Degiro

* Update controller + tests

* Tests

* Degiro : update pa export format

* Fixing Premium

* Black

* Show index
2022-07-12 19:38:34 +02:00
montezdesousa
4c0b1135a9 Economic calendar command (#2043)
* add ecocal command to menu

* add menu legend

* run black and pylint

* fix date input

* add command to main.yml

* sort and remove duplicates

* run black on model

* fetch user timezone automatically

* remove tz option and None displays

* adds choices to controller

* fix dates corner case

* create test for get_economic_calendar

* write tests for investingcom_view

* fix ycrv model

* remove unused imports

* rewrite expected for economy print help

* rewrite expected for portfolio model

* fix linting

* fix linting

* try to pass pylint again

* create _index.md

* complete docstrings

* rewrite expected  on portfolio model

* Update _index.md

* Update _index.md

* change -i default to all

* rewrite portfolio model and mark vcr

* run black on test changes

* revert changes on tests

* add limit to nr of events

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-12 16:22:48 +01:00
Theodore Aptekarev
5267af2876 Bump python version (#2061)
* Add python 3.9 conda environment

* Bump dependency versions

* Bump default python version in github actions to 3.9

* Update install documentation

* Update tests

* Bump black version in conda environments

* Skip test_display_norm in econometrics menu tests

* Bump black and tensorflow versions in pyproject toml

* Attempt to fix failing concurrent windows tests

* Skip test_display_norm in econometrics menu tests

* Bump python in conda test workflows

* Update requirements.txt

* Fix old version fallback tag
2022-07-12 16:30:59 +03:00
James Maslek
72e2e78ad2 Get rid of datetime and market open closes in default stock load (#2067)
* Get rid of datetime and market open closes in default stock load

* fix portfolio tests
2022-07-11 15:55:26 -04:00
montezdesousa
2c3e10a128 Overhaul Portfolio class (#2021)
* adds pythonic portfolio class

* start calculate trades refactoring

* adds comments to portfolio model - delete afterwards

* finish calculate trades refactoring

* restore original portfolio_model.py

* implement calculate_allocations

* adapt and test controller load, show, bench, alloc and perf

* add old code that was ok

* adapt controller

* adapt portfolio_view

* run black on pythonic_portfolio.py

* fix crypto bug

* change column name in example datasets

* substitute portfolio_model.py

* update show command

* push cumulative returns calculation to model

* fix last change in cumulative returns

* add comments on possibly unused code

* run black on changes

* bring metrics from helper to model

* push rolling metrics from view to model

* Details and linting

* Fix tests

* remove empty attribute and rename class

* fix view and controller rf

* change returns calculation method

* remove CASH from code

* remove cash from tickers_list

* run black on changes

* change function name

* adapt to PortfolioModel

* fix tests

* fix tests on help

* fix linting

* call metrics from PortfolioModel

* call drawdown from model

* fix some mypy issues

* fix remaining mypy issues

* fix test

* Fix linting

* Remove unused function

* Small fixes

* Remove old code and adjust summary to simply work

* Update the Excel since CASH is no longer a thing

* Fix tests

* Update the csvs

* Updates to usage of full_shares and more details

* Fix -t flag for perf

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-08 17:59:09 +02:00
James Maslek
b229ed7570 Fix the available sorting columns in divcal (#2059) 2022-07-07 21:51:50 +01:00
hjoaquim
e2eab7dc1f Fixes #2044 Stocks/Load - Cannot load monthly/weekly interval with Polygon as source. (#2051)
* fixed polygon timespan, it wasn't using the montly/weekly flags

* validate if the column exists before proceeding with the sort

* if the stock dataframe is empty we'll keep the previous behaviour. also, added quotes to keep the formatting the same as the original message.

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-07-07 16:01:13 +02:00