Commit Graph

68 Commits

Author SHA1 Message Date
Danglewood
581fd94276 hotfix/options-hist: Fixes options/hist to display date column when raw is True (#5304)
* fix options hist to display date column when raw is True

* make raw table title same as other sources

* if export
2023-08-09 21:36:35 +00:00
Danglewood
f1eee44cab Feature/options_views: Add a Variety of Views/Charts to Extend the OptionsChains Class (#5222)
* add options_chains_view

* vsurf charts

* skew for strike vs contract

* doc string

* add chart_volatility

* linting

* codespell

* mypy

* types

* tmx mypy

* update test file

* add synthetic long/short to strategies

* updates test_options_chains_model.py

* updates some docstrings

* update documentation

* actually commit the documentation page

* update documentation screenshots

* try catch for 403 error

* add tests for options_chains_view

* int64

* SPX error handling

* add cboe options dashboard for terminal

* codespell

* enable mouse scroll wheel zoom for charts

* declare key values for all widgets

* add some more streamlit charts and tables

* fix test_yfinance_view.py

* conflict resolution

* test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 20:58:47 +00:00
DidierRLopes
373c4f1ea7 Update all_api_keys.json (#5277)
* Update all_api_keys.json

* Update CONTRIBUTING.md

* Create json-yaml-validate

* Update release-drafter.yml

* Update json-yaml-validate

* fix test

* add json lint to general

* Update tsconfig.json

* Add a json_validate exclude to not check tests and certain known violations

* fix workflow

* not sure why this didnt exclude?

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-08-03 15:25:47 +00:00
teh_coderer
281799f047 hotfix / improve autoscaling/dynamic loading, fix forex candle charts, equity reports (#5183)
* improve autoscaling/dynamic loading, fix forex candle charts

* updates

* Update plotly_helper.py

* fix?

* fix table date sorting, localize forex load

* tests

* tests?

* ugh tests

* Update test_display_debt.txt

* Update test_get_debt.csv

* Update forex_helper.py

* close #5182

* fix `crypto/dd/info` tables not loading due to `dict` object in dataframe values

* Update parent_classes.py

* tables: show full value on hover, fix year only filtering. on reset use queue if logged in

* lint + first batch of test fix

* tests pt2

* Tests v3

* Pylint

* typo

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-14 14:46:01 +00:00
Danglewood
8df31f8de4 feature/usd-liquidity-index: Adds USD Liquidity Index to Economy menu (#5174)
* add USD Liquidity Index to Economy menu

* mypy

* add screenshots to Terminal Economy Intro

* add test to test_fred_model

* add Broad US Dollar Index to list of comparables

* docs pages update

* fix test_nasdaq_model

* ask obb indexing

* return just the calculated series by default

* a grid for Squares

* raw table output

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2023-07-06 15:50:10 +00:00
Danglewood
598e745beb hotfix/fix-intrinio-load: (#5188)
* fix intrinio stocks load

* update test_stocks_helper

* makes --monthly --weekly work

* pytest

* fix test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-07-05 16:52:37 +00:00
teh_coderer
923327c321 hotfix / Save session on oauth login (#5195)
* save session on oauth login

* avoid `asyncio.run` if in a running loop

* tests

* fix economy rtps
2023-07-04 23:08:16 +00:00
teh_coderer
d2ed7c28ac hotfix / TA ma's empty if not enough data for window (#5180)
* fix: TA ma's empty if not enough data for window

* Update test_load_options.yaml
2023-06-24 02:59:07 +00:00
Danglewood
4bc4368ff1 fix columns subtracting (#5170) 2023-06-22 21:52:48 +00:00
James Maslek
590f487dbd update test 2023-06-21 10:33:40 -04:00
Danglewood
42bf98d6a4 hotfix/options-chains-guide: Adds SDK intro guide for Options Chains (#5155)
* add SDK intro guide for options chains

* add screenshots to page
2023-06-20 12:52:52 +00:00
Danglewood
a7edda330d Feature/options - OpenBB Options Enhancement Proposal (Part 1 - SDK) (#5079)
* add model file for Montreal Options Exchange

* mypy fixes

* define attributes under __init__

* type error fix

* another pylint fix

* adds tests for tmx_model

* black

* mypy

* adds expirations test and re-records

* black

* capture error message in test

* mypy

* add __docformat__ line

* improves get_all_ticker_symbols

* removes python magic command for new cell

* adds TMX as source for SDK chains

* starts on a new method for loading options data returning a standardized object

* add load_options as SDK endpoint

* intrinio response - not complete

* adds tradier to load_options

* add source attribute to options object

* restore legacy nasdaq last price function

* yFinance underlying_price fixes

* yFinance model fix

* adds cboe to sdk options load

* table fix

* creates options_chains_model.py and updates SDK map

* docstrings added for the class.

* updates tmx_model tests

* fix options_controller test

* adds cboe_model tests

* spelling in docstring

* ruff - unused import

* mypy fixes

* more mypy fixes

* pylint

* attempt to manually resolve merge conflict.

* nasdaq_model fix

* adds test coverage for options/nasdaq_model

* docstrings update for nasdaq_model

* mypy fix

* adds unit testing for options_chains_model

* adds additional tests for intrinio_model

* unused import fix

* fix for .TO symbol and TMX EOD chains

* make CBOE Pydantic

* cboe update

* adds switch for pydantic output from all sources

* black

* index options error handling for Intrinio

* add warning message for index options from Intrinio

* tmx_model enhancements

* cleans up get_ticker_iv() in cboe_model

* fix ticker info for index symbols from cboe

* typo in comments

* adds test for tradier_model.load_options

* cboe optionType as lower case

* add function for calculating chains stats

* black

* trailmap for calculate_chains_stats

* adds test for calculate_stats()

* more details to nasdaq.underlying_price

* typo in docstrings

* mypy - options_chains_model.py

* black - options_chains_model.py

* pylint options_chains_model.py

* standardize response from intrinio underlying price

* add function to validate input of function

* missed type hint

* additional error handling for stats

* adds DTE as column for all sources

* adds strategies function and input validation

* add yFinance test for load_options()

* add Nasdaq test for load_options()

* tests for new functions in options_chains_model

* update sdk trailmap

* rewrite tests

* fixes for tests

* fix tmx_model test

* more pytest

* pytest..

* add vertical call spread function

* some cleanup

* update nasdaq tests

* more cleanup

* black

* pylint

* black

* ruff

* black

* pylint

* black

* pylint..

* tests rewrite

* more pytest

* recapture tests

* Different tests were collected between gw1 and gw0

* adds vertical spreads

* vertical_put_spread

* improve calculate_stats

* mypy

* edge cases

* black

* update tmx,yfinance tests

* new cboe tests

* new tmx_model tests

* fix nasdaq test

* test updates

* fix nasdaq tests

* add test_options_chains_model

* refactor data sources

* black

* pylint

* fixing stuff

* forgot a file..

* codespell

* linting

* mypy...

* refactor OptionsChains class

* pylint

* reconfigure SDK entry point

* fix error handling when data request fails

* ruff

* pylint

* pylint

* Add inheritance and a repr string

* add method for skew

* add method for skew

* fix nasdaq test

* add skew to tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-06-19 13:11:16 +00:00
Danglewood
a311ce4686 hotfix/deprecate-options-screener: Sunsets deprecated Options screener (#5111)
* Sunsets deprecated Options screener

* mypy

* docstring fix

* one more docstrings fix

* missed i18n.yaml artifacts

* pylint

* fix test
2023-06-06 18:40:52 +00:00
James Maslek
da7fb3a831 Improve options menu slightly + close some bugs (#4793)
* platform to logs

* dte not /365 and delete code i never got to

* 4 decimals on chains

* Change options default load to the defaut source

* mypy

* Less polluting of logs

* #4420

* #4811

* Fix test

* Remove unnecessary log decs

* Save us money

* whoops
2023-04-18 12:54:44 +00:00
Colin Delahunty
080d37e405 Removed source from exp (#4749)
* Removed source from exp

* Removed source from other commands not using it

* Added error handling
2023-04-12 15:01:15 +00:00
James Maslek
099a9db7dc Release -> develop (#4581)
* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release 2.5.0 (#4355)

* Rename SDK folder

* Fixing all the tests I hope

* Depreciate the sia menu

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Release/2.5.1 (#4368)

* Fix routine script

* Update SDK generation scripts

* This needed fixing anyways

* Regenerate SDK files

* Update paths in sdk helpers

* Regenerate the remains of the SDK

* Fix candle not working with symbol via the sdk

* Fix pydocstyle errors

* deps

* Add in Docstrings

* Push to website since I need to upload images

* typos

* Add in Fixed Income Guide

* Tests : fix cassette

* changes to layout and adding more content

* trailmap

* poetry

* updates to requirements files

* add `_try_to_login` to sdk generation, fix `_chart` in `about()` url

* sentiment analysis

* refactor

* changing to base model default

* rounding

* renewing poetry

* fixed poetry

* spacing

* black

* adds selectable models for realized volatility calculations

* fixes line too long

* Add intro guides to Fixed Income

* Fix some missing docstrings

* Fix website not working

* missed a few

* fix /economy/test_yfinance_view tests

* fix etf/test_stockanalysis_model.py

* fix etf/test_stockanalysis_view.py

* fix test_stocks_controller

* deprecating non used function

* update financedatabase to 2.0.4

* Delete SIA from OpenBB Docs and SDK

* Searching was not done properly for short name and index

* changes the default data source for crypto.load

* Fix tests I broke

* Little fixy fix to remove duplicates

* Fix tests

* typo

* adds check for empty dataframe

* Patch Equity Report

* Update so that image links to website

* linting v2

* silly imports

* adding tempfile

* add imap unordered

* reordering imports

* Adding databento as a source (#4293)

* First commit

* Baby steps

* Keys and sdk

* Fix import for api key

* Add SDK endpoints

* Test + api checks

* tests

* roque print of api key

* Changes

* minor

* custom timeout

* improve timeouts

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Tests

* Integration test

* frozendict remove

* update spec

* rename sdk faq to troubleshooting

* add hidden import

* add hidden imports

* imports again

* valid url check

* new lines and prompt

* split imports

* more spec

* adds cones to the crypto-ta menu

* Fix tests

* Update code to reflect new changes to FinanceDatabase

* Small bugfix for DCF if you have no ticker loaded

* remove yfinance from news

* add reverse fx choices

* black

* ruff

* Add options greeks to the SDK

* Linting

* Delete rogue file and update test and add fixedincome to en.yml

* fix for options screener

* ruff

* updates tests for options screener

* reqs

* updates more test files

* rewrite for test_github_model

* rewrite test for test_syncretism_view

* removes test_view_available_presets[]

* black

* coverage

* adds option screener preset

* Update directories.py

* len & set

* set all list

* adds unit testing for cones

* ruff

* pylint

* adds options screener endpoint to SDK

* test markers

* Testing draft PR mode

* Update package to v2.0.7

* Remove etf/screener and tests

* Updated

* Merge reqs

* Updated readme

* hook test for pyinstaller

* Little fixy fix

* Remove etf/scr from SDK

* Update tests

* Update hook-whisper.py

* oops lol

* Update sdk

* update

* Etf

* removed old trailmap csv's

* Update fixedincome text

* add greeks to trail

* rouge file

* merge killed it

* fix test

* fix build failure

* catch for error message

* fix for frozendict

* caching search and prompting on hub

* whisper model prompts

* Fix long/short issue and fix transform issue

* separates volatility models from cones function

* Introduce CPI functionality

* improves error handling for volatility models when window length is too small

* ur welcome <3

* additional sanity check for volatility_view

* updates volatility_model test

* black

* Fix linting

* Make cpi a little bit more robust

* Add in missing value

* sdk updates

* update dep files

* Update trail_map_forecasting.csv

* import ordering pylint?

* fix trailing comma

* sorted trailmaps

* remove one test artifact

* rewrite test

* Adds the missing pieces.

* adds clickable URL in keys + Databento

* adds databento images

* adds images for Databento

* update deps

* req files

* swap order in databento

* ruff

* mypy

* lint

* sdk

* makes requested changes

* ruff v2..

* replaces screenshot.

* Removed because it shouldn't have been in this PR.

* ruff v3

* Minor edit, move installation to position 2 instead of last

* util linting changes

* linting for controller

* fix test

* test

* Revert some tests

* Guess not

* see if this sticks

* fixes

* Fix linters.  Add --video if not provided

* Checkout develop tests for keys

* merge release into develop (#4359)

* Update trailmap.py (#4300)

* Fixes Failing AutoDocs (#4304)

* Fixes Failing AutoDocs

* Update test_print_help.txt

* Release time

* Revert papermill and update gh pages action

* Fix shortname (#4356)

* uninstall brotli on conda test

* Fix issue 4316 (#4357)

* Fix issue 4316

* Updating polygon_model + options_controller

* Tests : FRED

* ruff

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Add pydantic to reqs and get ffmpeg in docker image

* initialize session (#4360)

* Unpin old version of jsonschema (#4365)

* puts pip install openbb[all] inside quotes (#4366)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Merge deps

* Hotfix/bug #3837 (#3942)

* Fix: Fixed spaces causing error in --sort flag at crypto/disc/...

* Fixed minor issues

* fixed formatting using black

* Ran tests locally

* fixed top command

* reverse flag to gainers

* reverse flag to losers

* fixed dappradar verbose exceptions

* tests

* tests

* tests

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>

* Update release files

---------

Co-authored-by: jeroen <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>

* hotfix/Fix troubleshooting and adding lines (#4379)

* Release Branch

* fix print_pretty_prediction, avoid error on DummyBackend.__version__

* Update gh-pages.yml

* fix removed start_required_configurations

* fix gh-pages yarn lockfile, integration tests libs

* ship it

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: luqazino@gmail.com <luqazino@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Brendan de Faria <brendan.defaria@gmail.com>
2023-03-24 13:31:05 +00:00
Colin Delahunty
1dffba8ee4 Adds Error Handling to the options class (#4516)
* Step one: error handle Option class

* Step one: error handle Option class

* Handle unfindable
2023-03-17 20:12:19 +00:00
James Maslek
f6c4554658 Deprecating some functions and removing old unused code (#4482)
* Deprecat some options features

* Remove bro/ally

* Missed the merge

* even out deps
2023-03-16 23:19:56 +00:00
jose-donato
40cfe8148d Interactive tables using react (#4386)
* feat: experimenting tables with react

* feat: adding new interactive tables

* feat: adding more table features

* small changes

* update

* Update backend.py

* Update backend.py

* fix: dark mode?

* feat: lot of table improvements

* fix: my b

* fix: load only when prod

* feat: naive detect links and dates

* handle index and column names

* increased min width

* codespell

* mypy, pylint

* fix: added new chart, export, etc

* testing

* updates

* fix : add PLOT_OPEN_EXPORT,  USE_INTERACTIVE_DF to user dataclass

* bump pywry version, readd removed `plots_backend().start()`

* req files

* Update unit-test.yml

* Update unit-test.yml

* Update unit-test.yml

* updates

* fixing some date things

* update table

* fix formatting with timezones

* fixing some long prints and tables

* Mickey Mouse

Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>

* fix: ?!?!?

* adding limit arg to all print_rich_table

* tests

* lint

* simple by Default on interactive charts

* playing with some css (thks jose)

* Fix #4426

* Edit some structure

* fix sdk generation

* Update backend.py

* fa menu tested and working

* fix #4460

* fix #4460 drop indices

* update tests

* update tests

* Update helper_funcs.py

* tests

* Update unit-test.yml

* Update etf.ipynb

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: teh_coderer <tehcoderer@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-03-13 17:50:48 +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
Danglewood
7b1fb4b50a fixes 2023-02-28 12:41:27 -08:00
Danglewood
67ca8a656e coverage 2023-02-25 22:16:16 -08:00
Danglewood
9289c53675 black 2023-02-25 21:28:33 -08:00
Danglewood
1b75600f83 removes test_view_available_presets[] 2023-02-25 21:21:55 -08:00
Danglewood
781ca58dd4 rewrite test for test_syncretism_view 2023-02-25 20:46:53 -08:00
Danglewood
171803ddc1 updates tests for options screener 2023-02-25 16:53:01 -08:00
James Maslek
06d737f4be Adding intrinio and cleaning up options a bit more (#4127)
* Add intrinio load functions into stocks and options.  First try at options sdk with intrinio

* Add a new eodchain function + add intrinio model test

* Unit tests for intrinio options

* dont add eodchain yet -- wait for other PR

* Make null handling better + add intrinio sdk to reqs

* mock dates

* update test

* fix ruff

* black and gitignore

* Clean up and make options load class

* Clean up clean up

* Fix intrinio stock load

* Get requirements even

* sort intrinio chain and fix

* Dont rename the candle input argument

* Fix bug #4060

* Historical option prices

* Add grhist from intrinio and isort

* Fix things for presentation

* Fix tradier chain printing

* YahooFInance chain cleanup

* standardize nasdaq

* Format intrinio

* Cleanup SDK

* Fix tests

* mypy

* Clean up trail map and edit docs

* Fix mapping of info on sdk

* Add intrinio to deps

* Add a rich progress bar to expirations :)

* controller test

* Silly error + tests

* Required arg

* bad assert statememts

* Mutable default

* Keys and switch another tqdm

* BizIns Tests

* tests

* Last Test
2023-02-10 16:54:05 +00:00
Chavithra PARANA
d14e118003 Tests : fix cassettes without timezone 2023-02-09 18:28:12 +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
3d47610cbe Update tests 2023-02-01 13:00:44 -05:00
james
5aeb727336 Merge branch 'main' into release/2.3.1 2023-02-01 11:58:26 -05:00
Chavithra
dbd20977b6 Feature/merge from main (#4104)
* 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

* Release/2.2.0 (#4008)

* 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>

* GH Pages fix (#4026)

* GH Pages fix

* Minor fix

* Update showcase.md

* Release/2.3.0 (#4090)

* 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

* 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>

* 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>

* merge the release changes into develop (#4016)

* 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>

* Adds filings function to the Stocks menu (#3910)

* 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>

* Feature - Added Integration Test Automation (#4019)

Added integration test to release branch
Nightly build on develop branch

* Feature/excel sheets (#4023)

* bump

* Add sheet name to export for base load function

* Disable pylint due to known issue with pylint and pandas

* Add robust option if file already exists

* Abstract the sheet name argument into the export data helper

* Feature flag for auto overwrite

* add to featflag menu

* Add featflag to builds

* Remove safety check

* Fix test

* Quantile Anomaly Detection on Timeseries (#3980)

* init commit

* model + view

* fixes plus doc strings

* tests

* trail map

* remove )

* linting?

* fix

* refactor

* renaming

* rename v2

* final chart

* linting

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix --> develop (#4027)

* 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

* Release/2.2.0 (#4008)

* 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>

* GH Pages fix

* Minor fix

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>
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>
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Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
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Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
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* Add back pull request to linting action (#4032)

* 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)

* Hotfix/fix integration tests (#4025)

* 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

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

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>

* Deprecate reddit commands taking too long to connect to PushshiftAPI (#3999)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

* timeout reddit func

* fix interest

* black

* pylint

* pylint again

* back to timeout

* rewind

* deprecate pushshift api commands

* rewrite expected

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/release branch gitflow (#4034)

* release branch gitflow

* installer test

* Revert intel build fix

* poetry install

* Mac build poetry fix

* Poetry cache clear

* Poetry fix

* Added cancel

* Minor fix

* Github Pages fix

* GH page fix

* Added condition to docker publish

* Fix nightly build

* Added hotfix to integration test and build gh run

* Minor fix

* Edit trigger for integration test

* minor corrections

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Remove hotfix branch from triggers (#4048)

* Refactor `stocks/options/voi,vol,oi,chains` (#4017)

* 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>

* Upgrade dependencies for bug and for security vulnerabilities. (#4031)

* bump

* Resolve multiple safety checks.  Update thepassiveinvestor

* fix conda yml

* `openbb.economy.fred_ids` to always return dataframe (#4058)

* 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.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* 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>

* Bumping yfinance to 0.2.9 and updating ruff (#4059)

* Clarifies the Balance example by including, `timeframe = '2021'` (#4072)

Companies have not finished reporting F/Y 2022 earnings, including `timeframe='2021'` ensures that results are returned.

* Fix incorrect column label in nasdaq_model.py (#4063)

* Fix incorrect column label in nasdaq_model.py

'Time (GMT)' changed to 'Time (ET)'

* Update tests

---------

Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix uk daily data (#4078)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Nightly Build Optimization (#4073)

Optimize nightly build

* Add keywords and descriptions (#4052)

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update the routine, portfolio and screener files and adjust the documentation (#4021)

* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* 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>

* Lets release babyyyy

* logging hash

* Fix yf bug for options and update tests

* update windows build to checkout code

* switch order

---------

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>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com>
Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* Dependencies : update black

* Update trail_map.csv

* Update gh-pages.yml

* Linting

* Lint

* Fix options 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>
Co-authored-by: luqazino@gmail.com <luqazino@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>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com>
Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-02-01 10:52:59 -05:00
Henrique Joaquim
a37d9032e3 Hotfix/fix black (#4101)
* 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.

* black everything

---------
2023-02-01 12:33:15 +00:00
James Maslek
0897630bc4 Release/2.3.0 (#4090)
* 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

* 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>

* 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>

* merge the release changes into develop (#4016)

* 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>

* Adds filings function to the Stocks menu (#3910)

* 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>

* Feature - Added Integration Test Automation (#4019)

Added integration test to release branch
Nightly build on develop branch

* Feature/excel sheets (#4023)

* bump

* Add sheet name to export for base load function

* Disable pylint due to known issue with pylint and pandas

* Add robust option if file already exists

* Abstract the sheet name argument into the export data helper

* Feature flag for auto overwrite

* add to featflag menu

* Add featflag to builds

* Remove safety check

* Fix test

* Quantile Anomaly Detection on Timeseries (#3980)

* init commit

* model + view

* fixes plus doc strings

* tests

* trail map

* remove )

* linting?

* fix

* refactor

* renaming

* rename v2

* final chart

* linting

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Hotfix --> develop (#4027)

* 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

* Release/2.2.0 (#4008)

* 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>
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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>
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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>

* GH Pages fix

* Minor fix

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>
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>

* Add back pull request to linting action (#4032)

* 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)

* Hotfix/fix integration tests (#4025)

* 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

* removing leftover test

* fix forex test to use simple pairs

* fix key error in portfolio test

* fix pylint

* fix stocks_bt test

* fix ca tests

* fixing condition

* fixing int tests

* skipping shroom tests

* adding /red

* linting

* making pre commints happy

* linting

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>

* Deprecate reddit commands taking too long to connect to PushshiftAPI (#3999)

* fix tk

* fix newsletters

* fix lt

* exception on pir

* fix attrib bug and remove warning

* fix earnings

* fix ins, lt, whatif

* fillna

* fix vis

* timeout reddit func

* fix interest

* black

* pylint

* pylint again

* back to timeout

* rewind

* deprecate pushshift api commands

* rewrite expected

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Feature/release branch gitflow (#4034)

* release branch gitflow

* installer test

* Revert intel build fix

* poetry install

* Mac build poetry fix

* Poetry cache clear

* Poetry fix

* Added cancel

* Minor fix

* Github Pages fix

* GH page fix

* Added condition to docker publish

* Fix nightly build

* Added hotfix to integration test and build gh run

* Minor fix

* Edit trigger for integration test

* minor corrections

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Remove hotfix branch from triggers (#4048)

* Refactor `stocks/options/voi,vol,oi,chains` (#4017)

* 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>

* Upgrade dependencies for bug and for security vulnerabilities. (#4031)

* bump

* Resolve multiple safety checks.  Update thepassiveinvestor

* fix conda yml

* `openbb.economy.fred_ids` to always return dataframe (#4058)

* 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.

* returning always a dataframe

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* 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>

* Bumping yfinance to 0.2.9 and updating ruff (#4059)

* Clarifies the Balance example by including, `timeframe = '2021'` (#4072)

Companies have not finished reporting F/Y 2022 earnings, including `timeframe='2021'` ensures that results are returned.

* Fix incorrect column label in nasdaq_model.py (#4063)

* Fix incorrect column label in nasdaq_model.py

'Time (GMT)' changed to 'Time (ET)'

* Update tests

---------

Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix uk daily data (#4078)

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Nightly Build Optimization (#4073)

Optimize nightly build

* Add keywords and descriptions (#4052)

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>

* Update the routine, portfolio and screener files and adjust the documentation (#4021)

* Remove undesired example files

* Update the documentation for routines

* Add in video

* Add some additional text

* Add in a routines example that can be activated with --example

* Remove default old examples

* Add portfolio example holdings file

* Add portfolio optimization example allocation file

* Add example files for the portfolio menus

* Remove code that unintentionaly prints the home menu on every routine

* Add home instead of /

* Remove requirement to add file if you have an example

* Ensure portfolio/po/params also talks about docs correctly

* Move all routine, portfolio and screener presets to the correct folder

* Remove presets since they are moved

* Remove presets since they are moved

* Same implementation as for file in po

* Adjust code so it works with new folder

* Adjust code so it works with new folder

* Adjust code a little since I changed folder

* Update screener documentation to include how to create a screener

* Remove old readme

* Update documentation to better reflect where to find the files

* Also update SDK notes

* Update exe with auto complete and more info

* Add images

* Update images and the last script

* Update text to make it more apparent that it has an example attached

* Add section for routine scripts on home menu

* Make call_about more robust and add record and stop

* Update the routine markdown with info about record/stop including video

* Update scripts

* Update portfolio report

* Update tests and report

* fix small load bug

* rewrite help test

* last fix was buggy

* example by default

* fix po integration test

* keep example on arg

* adapt integration test

* fix portfolio integration test

* fix more portfolio integration tests

* pa is not an option anymore

* portfolio report choices only holdings

* update integration test for portfolio report

* Small formatting improvements

* Remove sleep and fix inconsistent return

* Some spelling

* oops

* Fix tests

---------

Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>

* 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>

* Lets release babyyyy

* logging hash

* Fix yf bug for options and update tests

* update windows build to checkout code

* switch order

---------

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>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
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Co-authored-by: Peter Oroszvári <30414255+peter-oroszvari@users.noreply.github.com>
Co-authored-by: petycomppety <30414255+petycomppety@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
2023-01-31 17:20:43 -05:00
James Maslek
f4bd3964c6 Bumping yfinance to 0.2.9 and updating ruff (#4059) 2023-01-28 21:14:54 -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
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
Henrique Joaquim
cc2fa38cd9 Refactor stocks/options/voi,vol,oi,chains (#4017) 2023-01-26 08:53:31 -05:00
James Maslek
730ee78312 Release/2.2.0 (#4008)
* 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>
2023-01-19 11:07:51 -05:00
montezdesousa
4d3f5aecfb 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>
2023-01-16 19:24:58 +00:00
montezdesousa
9438329378 Rewrite and skip yfinance tests (#3953)
* economy

* fix futures

* fix stocks tests

* skip unfixable tests

* fix ark
2023-01-13 19:41:45 +00:00
montezdesousa
c6b2ec5857 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>
2023-01-11 14:23:43 +00:00
James Maslek
a3419d0844 deps update (#3800) (#3801)
* deps update (#3800)

* statsmodels

* delete very old files

* Lots o tests

* etf tests

* OPtions tests

* Pin psutil for m1 build

* stocks rewrite expected

* pyproject comments + portfolio test

* disc/ark view test

* dcf coe

* dcf view

* stocks screener

* dcf model

* etf controller

* insider views

* dps view

* ca menu

* stocks/qa

* skip bt tests

* get rid of pymongo from .spec

* One last skip

* Allow finviz to be 1.4.4

* oops forgot to get rid of my debugging

* remove bson from spec because no more pymongo

* make requirments txt and requirements be finviz 1 4 4

* try hidden import

* Gray sweatpants

* Add files to spec

* Revert "Allow finviz to be 1.4.4"

This reverts commit 9581993b4f.

* Revert "Pin psutil for m1 build"

This reverts commit 07fa2d1be0.

* Revert "statsmodels"

This reverts commit 2e431b5d34.

* Revert "deps update (#3800)"

This reverts commit d9fb8a288c.

* Re-solve dependencies

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-12-20 23:45:29 +01:00
James Maslek
8bf8201690 Refactor option chain for sdk (#3414)
* Refactor option chain for sdk

* Lint

* Executive decision about chains function

* Allow chains to specify an expiry

* Fix docstring +fix test + isort

* trail map merge

* Remove some unnecessary trails

* Fixes #3325

* Faster expirations

* This is why we dont skip pre commit
2022-11-15 15:06:35 +01:00
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
Theodore Aptekarev
63cc084b98 Clean up old api files (#2752)
* Clean up old api files

* Remove unused imports

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-10 00:27:55 +03:00
montezdesousa
732a614937 Allow users to change api keys through OpenBB SDK (#2642)
* set fred keys through api

* linting

* doc change

* expose api keys dict

* allow optional persistency of api key change

* black

* place decorators

* add keys paths

* av and fmp keys

* some fixes

* rewrite av, fmp, fred cassettes

* quandl key

* polygon key

* rewrite polygon cassette

* news and tradier

* cmc key

* change some docstring

* change some docstring

* filtered keys dict on mykeys

* simplify mykeys collection

* revert arg to persist

* finnhub

* iex key

* reddit key

* reddit docstring

* check for prefix before removing

* glassnode key

* glassnode virtual path

* bitquery keys

* twitter key

* robinhood key

* degiro keys

* oanda key

* binance keys

* si key

* coinbase key

* refactor btcrb dates and logic

* walert key

* coinglass key

* regenerate cassettes

* cpanic keys

* ethplorer keys

* replace ouput status failed msg

* smartstake keys

* gitub keys

* messari keys

* eodhd keys

* santiment keys

* remove unused imports

* typo formatting test

* remove forbidden arg

* fix btcrb test

* fix test import

* revert cassette changes

* fix more tests

* fix last failing

* black

* try to change status to int code

* change status to int

* first try at keys controller refactoring

* fix some tests accordingly

* display msg on set

* change some vars

* remove elifs

* add progress bar and remove duplicate key check

* add mykeys and refresh to menu

* remove unused import

* change mykeys output to df

* remove check keys from keys ctrl tests

* update test split to new structure

* reduce duplicate code

* upper case

* change var name

* rename mykeys df cols

* add keys integrations tests

* add mykeys test to keys controller

* fix mykeys

* fix wrong eodhd var name

* pylint

* test_set_key

* black

* patch dotenv kinda

* fix mypy

* remove refresh

* filter mykeys df

* filter mykeys df

* update integration tests

* first unit test for set api key

* add 2 more test cases to fred

* add persist test to fred unittest

* add av unittest

* add polygon unittest

* generate av cassettes

* add unittests av, fmp, quandl, polygon, fred

* change si token to key

* forgot controller func

* unittest: news, tradier, cmc, finnhub, iex, bitquery

* add si unittest

* update eodhd key name

* add unittest: walert, glassnode, coinglass, cpanic, ethplorer, github, messari, eodhd, santiment

* black

* add reddit unittest

* refactor unittests to handle multi args

* regenerate cassettes

* add more unittests

* add degiro, oanda and rh unittest

* generate oanda records

* fix rh and degiro unittest

* fix oanda unittest

* black

* flake8

* fix si controller test

* move tmp

* pylint

* fix av test

* fix fmp key check

* rewrite fmp

* rewrite oanda output

* fix quandl check

* rewrite expected

* supress logger exception

* fix iex cloud key

* remove iex warning

* fix coinglass check key

* cpanic fix

* regenerate cpanic cassettes

* flake8

* fix smartstake keys check

* regenerate expected output

* fix eodhd

* try at binance

* black

* fix controller tests

* pylint

* disable warning

* flake

* add option to show keys

* add Enum to model

* regenerate test output

* update contributing

* flake

* fix type hint

* remove status msg dict

* pylint

* regenerate and remove unecessary cassettes

* remove duplicate return

* supress traceback

* remove unused imports

* update some docstrings

* add todo

* add export option to mykeys

* minor change

* refactor color scheme

* update contributing

* update contributing

* regenerate cassettes

* fix check output

* small msg change

* small details

* rewrite some tests

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-08 12:30:23 +02:00
Om Gupta
3780cffece New path for presets (#2634)
* modify path for etf, options, insider

* fix small

* change path for stocks screener

* fix flake 8

* remove preset_path

* black

* fix

* fix tests

* fix tests

* fix flake8

* change paths_helper load

* put ns parser back

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-27 15:20:24 +02:00