* change start date to model
* rewrite test
* ruff
* add end date
* move futures and update test
* return if wrong dates
* fix controller test
* record mode rewrite model and view
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* upgrade yfinance to 0.2.4
* fix some tests failing bc yfinance new date format
* fix remaining tests
* fix tests
* rewrite failing test
* black
* rerecord test
* fix get_1y_sp500 test
* missing import here
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* Update overlap_model.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* Update overlap_model.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* 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>
* 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>
* 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>