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Author SHA1 Message Date
Victor Tang
15afc564ab Improve stocks load (link #3699) (#3700) 
replace yfinance api call with stats to cut loading time

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2022-12-05 15:07:30 -05:00
jose-donato
1e4613a2ed Fix window use on server for docs (#3714) 
* feat: fixes on docs website

* fix: navigator fix
 2022-12-05 18:21:25 +00:00
jose-donato
389ecc5927 Redirect users to correct installation tab based on OS (#3676) 
* feat: fixes on docs website

* fix: tab

* fix: andrew issue

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
 2022-12-05 15:15:57 +00:00
Chavithra
9add3e60df Docker: update installation instruction (#3692) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker: update documentation

* Docker : build.sh add prompt for version number

* Fix spelling

* fix hostname

* adding permissions to folders

* changing version to latest

* reverting wrong change

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2022-12-05 14:49:31 +01:00
Danglewood
1f54385b3d updates FA SDK Intro (#3681) 
* updates FA SDK Intro

* linter

* makes the changes

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
 2022-12-05 09:48:49 +01:00
Chavithra
d10cb3f235 stocks/fa : remove unused functions from market_watch_view (#3701) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Remove unused functions
 2022-12-05 00:51:05 +01:00
northern-64bit
5dbe9f58b0 Fixing the greeks command (#3690) 2022-12-04 16:43:10 -05:00
montezdesousa
faca7ab67d Portfolio optimization bug fixes (#3675) 
* remove hcp

* add prams dict to statics

* little controller bug

* fix view bug

* avoid crash if one stock

* check params on setup

* create parameter class

* check and convert parameters using class

* change params name to avoid confusion

* create a parameter statics dict

* change some funcs names

* remove unused imports

* remove default dict

* optional type

* add multi choices

* cast only int and float

* fix completer

* fix bugs with parameter validation

* fix bugs with parameter validation

* add excel formatting

* sdk needs mapping as well, controller takes care of this in terminal

* small formating

* add some safe guard try except

* controller bugs

* oops

* change export path of parameters to portfolio folder

* add more commands to scripts

* catch optimization exception

* log errors

* black and exceptions

* add flag to test

* black

* flake8

* forgot this

* pylint

* change defaults

* fix ef default

* fix bl

* sync sdk defaults

* sync last defaults

* fix plot heat and add more choices to controller autocomplete

* patch weights

* fix wrong bool parsing

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-12-02 23:56:41 +00:00
James Maslek
f47d15088f Bug fixing (#3680) 
* ycrv bug

* fred search multiple, test fix

* ba/interest to allow multiple words

* Fixes #3642

* Date logic

* debug
 2022-12-02 14:34:40 -05:00
Danglewood
18da2e1bda found the typos: they --> the & an instance where overview should be performance (#3682) 2022-12-01 22:03:26 -05:00
Danglewood
db9555efbf Updated the list of functions. so --> sortino (#3668) 
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
 2022-12-01 14:05:47 +01:00
Danglewood
24ff937e24 Creates Stocks Screener SDK Guide (#3661) 
* Creates Stocks Screener SDK Guide

* linter

* linter again

* Updates with requested changes.

Requested changes have been made, and the script has been made more robust as I noticed that when collecting the data during market hours, the time it takes to request the data is enough to create differences in the Price, Change, and Volume columns. Solution was to drop them from four of five dataframe.

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
 2022-12-01 12:08:32 +01:00
teh_coderer
2494342d4c [Docs] Fred Autogen fix (#3658) 
* Update controller_doc_classes.py

* test gh-actions

* Update gh-pages.yml

* Update generate_terminal_markdown.py

* cleanup generate_terminal_markdown.py, patch binance error preventing generation

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-30 20:35:51 -05:00
Victor Tang
32bfba4874 Bug fix for ETF export (#3664) 2022-11-30 15:18:29 -05:00
Theodore Aptekarev
1dc3bc0b56 Add sonarqube artifacts to ignore (#3663) 2022-11-30 09:58:38 -05:00
Chavithra
cb98e1d81e Docker : image build + documentation (#3666) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : image build + doc

* Docker : update image name

* Docker : update build

* Docker : clean cache

* Docker : image name
 2022-11-30 09:58:03 -05:00
Jeroen Bouma
27dbc93354 Fix po plots not showing (#3652) 
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
 2022-11-29 19:32:50 -05:00
James Maslek
fd97a70ab0 add version to sdk (#3656) 
* add version to sdk

* Making dunder version static

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-11-29 14:30:26 -05:00
James Maslek
e044c82e7c Fix #3628 (#3653) 2022-11-29 14:30:11 -05:00
James Maslek
a12b788ea9 remove export choices on export argument (#3655) 
* remove export choices

* Error message
 2022-11-29 19:22:22 +01:00
montezdesousa
72aac683a1 Fix risk measure choices in SDK (#3630) 
* remove hcp

* add check for risk measure

* linting
 2022-11-29 10:12:00 -05:00
Colin Delahunty
58fb984b70 Forecast test (#3636) 
* Fixed some tests

* Fixed some tests

* Finished fixing tests

* Fixed pylint

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
 2022-11-29 10:11:04 -05:00
andrewkenreich
5b1d7d95c0 docs - links and order (#3649) 
* docs - links and order

* few more on sdk side
 2022-11-29 09:50:04 -05:00
Chavithra
9e87d6e56c Docker : add python3-tk (#3648) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Update docker file
 2022-11-29 08:30:51 -05:00
jose-donato
9fdfca2742 Link fix (#3643) 
* fix(docs): added margin between sections

* fix: link

* Update docusaurus.config.js
 2022-11-29 12:11:56 +01:00
jose-donato
b181ed3868 New installer buttons links and for docs (#3638) 2022-11-29 00:05:13 -05:00
Chavithra
d825f98fc1 Release 2.0.0 (#3626) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Set version 2.0.0

* Doc : update docker compose file link

* remove hcp (#3627)

* Update dockerfile

* Update docker compose file

* Docker

* Docker compose

* changing setup nsi to correct version

* Update etf/ta

* Fix etf/tv

* Enabling autocompleter on etf/t

* Remove debug mode

* Disable PO detection on SDK (#3637)

* Turn Riskfolio detection off

* Disable reports/forecast

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
 2022-11-28 21:27:02 -05:00
andrewkenreich
e042116fab Docs part 2 (#3625) 
* changes

* fixes 2

* po fixes

* 60-40

* few more fixes on links

* Update docker location

* Fix from basics

* Sorry Andrew

* putting /build in docker

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
 2022-11-28 17:19:18 -05:00
James Simmons
c7d0c98aa8 Fixing reports on installers (#3623) 
* adding hook

* forgot to add if statement

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-28 13:21:22 -05:00
Chavithra
d712fce7cb ETF : update choices (#3610) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* etf/disc : update choices

* etf/scr : update choices

* etf/scr : update choices

* ETF : update choices

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-28 13:20:57 -05:00
montezdesousa
d8c46b0aef fix po dates params (#3619) 
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
 2022-11-28 13:19:30 -05:00
Luqman Bello O
d5d8e71e15 reduce docker image size (#3620) 
* reduce docker image size

* Update pyproject

* Update pyproject

* reduce docker image size

* Update pyproject.toml

* reduce docker image size

* reduce docker image size

* Update docker image builder

Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-11-28 12:23:09 -05:00
Pedro Chaves
d2622528e5 Fixed dates on yield curve functions, test functions and doc strings (#3617) 
* Fixed dates on yield curve functions, and doc strings

* black

* black

* unused import

* keeping the valid_date verification

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2022-11-28 12:15:49 -05:00
andrewkenreich
6381b2ae7d Doc updates and fixes (#3609) 
* fixing a url

* moving around menus

* Grammar Update

* many fixes to links and some added pics to install

* Add improvements

* fix: tabs

* Move support/feedback window to FAQ

* Forgot to save

* MVC moved around

* change installation Source -> Python

* fix: tabs

* guides to basics

* Add new README LINKS

* Change links

* Change forecasting to forecast

* fix: details

* more fixes

* Change markdown file so it is ready for pypi

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@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: jose-donato <zmcdonato@gmail.com>
 2022-11-28 12:13:47 -05:00
Henrique Joaquim
cca3b31856 Fix dashboards (#3577) 
* updating dependencies

* poetry export

* removed breakline from input

* Export dependencies

* Workflow

* Tests

* Workflow

* Dependencies update

* Linting

* Tests readme

* Dependencies update

* Workflow update

* Linting

* Workflow update

* Fix import

* Tests

* Linting

* Workflow update

* Re-solve the dependencies with poetry 1.1.13

* Workflow update

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
 2022-11-28 12:13:22 -05:00
martinb-bb
b1f3dc1bf1 fixing parameters (#3602) 
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-28 09:27:11 -05:00
James Simmons
caf2f853c3 stocks/scr/set fixes and error catching changes. (#3614) 
* fixes to set

* test fixes

* fixing finviz_view

* removing \n to match styleguide

* removing \n to match styleguide

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2022-11-28 09:26:43 -05:00
Danglewood
24d19030ed Updates SDK Portfolio Guide (#3592) 
* Updates SDK Portfolio Guide

* Updates with requested changes.

I think that's all of them.

* URL update

* Table rounded to 2 decimals.

* rest of the tables rounding

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
 2022-11-28 12:17:32 +01:00
Danglewood
25d0e29d7d Updates Terminal FAQ (#3601) 
* Updates Terminal FAQ

* linter

* Moved general update instructions to the General section.

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
 2022-11-28 10:19:57 +01:00
Danglewood
536ed9f7a0 Creates Dark Pools and Short Data SDK Guide (#3611) 
* Creates Dark Pools and Short Data SDK Guide

* Linter

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
 2022-11-28 08:53:03 +01:00
James Simmons
f0d965d3d1 Double exit bug fix on ca menu (#3607) 2022-11-27 20:32:47 -05:00
Danglewood
4e0f510b91 updated TA SDK guide import block with comment (more copy/paste friendly) (#3595) 2022-11-27 15:01:09 -05:00
Danglewood
fda3b786b4 Adds Stocks/DD SDK Intro Guide (#3598) 2022-11-27 15:00:39 -05:00
montezdesousa
2ef3f86b83 Portfolio optimization controller/sdk fixes (#3604) 
* fix plot and show

* clean duplicated code

* fix msg

* fix if no portfolios

* improve error msg

* fix msg and add integration test

* final fixes

* Portfolio/po | alloc : fix paths

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-11-27 19:48:48 +00:00
DidierRLopes
42fd915143 Remove colors from dataframes when saved (#3600) 
* Remove colors from dataframes when saved

* further improvement
 2022-11-27 13:59:02 +00:00
James Simmons
53d59a8691 fixing load and volume (#3606) 
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2022-11-27 09:26:36 +00:00
James Maslek
7e7d569f24 Rh bug (#3605) 
* rh fix

* extra space

* Fix didiers bug from commit 1e983ae9e7
 2022-11-27 08:07:18 +00:00
James Maslek
d633b42a41 Etf bug fix (#3589) 
* Etf fix

* docstring

* tests
 2022-11-26 20:16:22 +00:00
Henrique Joaquim
386fbfa9ca Fix #3511 (#3597) 
* added dot verification

* typos
 2022-11-26 13:24:33 -05:00
DidierRLopes
0c89ee639b One text was missing from en.yml (#3568) 
* smallest fix in the world

* fixes test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
 2022-11-26 11:41:10 +00:00