* Began the fax
* Bumped ruff
* Fixed a BUNCH of ruff errors
* Fixed a lot of ruff errors
* Simplify if statements
* Fixed black
* Updated some stuff
* Updated some stuff
* A lot more ruff fixes
* Added a fix
* Added a fix
* Fixed mypy
* Fixed some stuff
* Reverted one thing
* Small fix
* Small fix
* Small fix
* Added fix
* Added fix
* Update requirements
* turn hold off when run even if no figure
* Add warning text to PlotlyTA
* better wording
* fixes#5232
* Fix askobb + updaate reqs
* bump requests
* Couple other bumps
* Here we go with the mac builds
* That wasn't right
* Not gonna have a good time today
* Previous miniconda
* did that wrong
* Wrong version
* ?
* installer-url instead
* 3.1 not 5.1
* CONDA UPDATE
* Revert the mac builds
* Run poetry lock and update some packages
* bump poetry on unit test
* Fix one test
* Add vanilla 3.11
* Fix issue on runner
* One last try
* Remove windows conda :D
* add past contract prices to curve table
* adds secondary curve to viz
* includes error message when no data for selected date
* linting
* adds back linespace
* changed as-of parameter to d and date
* fixes ruff
* more linting and tests
* fixes for pylint test
* edit the xaxis formatting
* fix the tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* futures curve: prettifies contract names in raw table and in excel export. change column header to Last Price. set x axis of curve chart to correspond to contract months
* fixed linting and updated tests
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* 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>
* 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>
* 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>
* 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>
* 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
* remove verbose on load
* Revert implementation of the verbosity setting in stocks controller
* Edit docstrings to comply with pydocstyle linting rules
* Fix typos in variable names and help text
* Add verbosity setting to forex load helper as it uses the stocks helper
* Update docstrings to comply with pydocstyle linting rules
* Update tests
* Fix test relying on local sources settings
* Remove old test cassettes
* Add new test data
* WIP: Fix futures tests
* Clean up test file
* Fix futures tests having a time component
* Fix futures model tests
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* start futures branch development
* small improvements
* display futures historical
* small improvement
* improve raw
* add curve command
* improve autocompleter
* styling
* add option to select expiry
* Two small things
* Add check that curve not empty
* improve plot and add description futures search
* add check for empty curve earlier on
* merge main
* fix black linitng
* black linting
* add ES to futures
* minor improvements
* Add docs
* Update _index.md
* Update _index.md
* fix crude oil exchange
* fix when dataframe has a single datapoint
* black linting
* add integrated test
* add futures tests
* add futures to SDK
* add tests
* pylint
* ordering
* fix tests
* fix tests
* fixed now?
* fix tests once and for all?
* tests
* helping out didier
* fix tests
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
