Commit Graph

467 Commits

Author SHA1 Message Date
James Maslek
35e78b9db4 Merge branch 'develop' into feature/improve-website-readme 2023-02-02 10:38:26 -05:00
James Maslek
f66e8886ad Merge branch 'develop' into feature/improve-website-readme 2023-02-01 11:42:06 -05:00
james
c3da9d819c Update version 2023-02-01 10:58:17 -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>
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>
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
ea5cb1c719 Merge branch 'develop' into feature/improve-website-readme 2023-02-01 12:33:29 +00:00
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
hjoaquim
56849d7f25 small tests section 2023-02-01 10:54:25 +00:00
Jeroen Bouma
8c6647ab18 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
2023-01-31 13:28:41 +01:00
Jeroen Bouma
49641bd9e8 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>
2023-01-30 13:22:32 -05:00
Jeroen Bouma
b94cf6cdf9 Add keywords and descriptions (#4052)
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-30 11:00:08 -05:00
Danglewood
a3a134505e 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.
2023-01-30 08:50:19 -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
jose-donato
686d89ff21 fix: small typo (#4036) 2023-01-23 19:36:55 -05:00
Danglewood
e2bad4dba3 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>
2023-01-19 14:40:26 -05:00
James Maslek
e7185b10f3 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>
2023-01-19 11:41:39 -05:00
Sergio A. S
cf5f0ffb6c Update vwap.md (#3971)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-16 13:34:00 -05:00
Sergio A. S
c08488fbda 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>
2023-01-16 12:49:22 -05:00
James Maslek
6ae8d88d2d 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>
2023-01-13 17:45:27 -05:00
Jeroen Bouma
efe46dec8e 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>
2023-01-12 10:06:03 -05:00
jose-donato
3fd68b6062 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>
2023-01-11 17:37:10 +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
Nate
052c16f87e Added single block data from Blockchain.com (#3406)
* Added single block data

* Added single block data tests to test_blockchain_model.py and test_blockchain_view.py

* Made changes requested by reviewer.

* Updating with some of the new changes.  Still have some to fix.

* Changed everything requested except a couple I need help on.

* Finished the last two changes.

* Resolving

* Added function for sdk and fixed a linter issue.

* Formatting

* Fixed tests

* tests

* Fix tests

Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-04 10:20:44 -05:00
Jeroen Bouma
0d47953e17 Change openbb.stocks.fa.dcf to openbb.stocks.fa.dcfc within Docs (#3862)
* Remove function from docs that doesn't exist anymore

* Change naming
2023-01-03 17:43:28 +01:00
Florian Drinkler
2873bbbadd Update blcp display name (#3808)
* Update blcp display name

* fix test_print_help

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2022-12-22 20:46:35 +00:00
jose-donato
753a41883c Fix links (#3817) 2022-12-21 18:10:47 -05:00
jose-donato
0a0ec4eecf New installer versions (#3814)
* Docker installation used wrong service

`docker-compose.yaml` service name was changed to `openbb` from `poetry` but documentation was not updated for all platforms

* fix: links

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-21 16:06:12 -05:00
jose-donato
8d2d9af693 Docker installation used wrong service (#3813)
`docker-compose.yaml` service name was changed to `openbb` from `poetry` but documentation was not updated for all platforms
2022-12-21 15:49:04 -05:00
Jeroen Bouma
bc48e8051a Significantly update the API Keys documentation for the OpenBB Terminal and OpenBB SDK (#3780)
* Update guides to API Keys for the OpenBB Terminal

* Small updates

* Update OpenBB SDK API Key documentation

* Update with summary tags

* Update api-keys.md

* Update api-keys.md

* SDK Update

* Terminal Update

* Jamesiboy had a request

* And this file needed changing too

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-16 09:11:43 -05:00
jose-donato
a57cb04eb1 fix: wordwrap (#3785)
* fix: wordwrap

* fix: package
2022-12-15 13:09:27 -05:00
jose-donato
d594cbd82e Fix wordwrap by default on docs (#3776)
* feat: fixes on docs website

* fix: tab issue

* fix: wordwrap by default cannot happen in every codeblock
2022-12-15 12:58:13 +00:00
teh_coderer
baa8bc6f39 Update generate_sdk_markdown.py (#3775) 2022-12-14 16:49:47 +00:00
jose-donato
0f7b492b37 New SDK showcase dashboards (#3769)
* fix(docs): added margin between sections

* feat: new showcase items

* Update showcase.md

* Update showcase.md

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-12-13 19:17:58 +00:00
jose-donato
45b45437a6 Docs styling issues (#3743)
* feat: fixes on docs website

* fix: tab issue

* fix: codeblock wordwrap by default

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2022-12-12 21:48:08 -05:00
kulbinderdio
7e4a657333 Addition of exchange holiday functionality under stocks/th (#3486)
* Addition of exchange holiday calendars using PandasMarketCalendar

* website update for holidays functionality

* Disable pylint too many attributes

* Changes to not show index for dataframe and include metavar

* Setting of default value for holidays

* Merge + black linter

* test fix

Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-12-12 21:09:09 -05:00
andrewkenreich
3ddb092f9c making install instructions more clear (#3736)
* making install instructions more clear

* install instruction - requirements link

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-12-12 19:17:46 -05:00
Danglewood
edd45cd3e7 Creates Crypto/Discovery SDK Guide. (#3718)
* Creates Crypto/Discovery SDK Guide.

* moves `crypto.md` into a `/crypto` folder and renames as `index.md`

* makes requested changes

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-12-09 14:12:03 -05:00
Ioannis Kontopoulos
4b13b11f65 Fix typo on Advanced User Install (#3730)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-08 12:18:04 -05:00
Eric Slater
34b5d5a91a adding basic instructions for the --export feature (#3669)
* adding basic instructions for the export feature

As my first contribution I would like to propose adding some additional basic instructions for using the --export feature on this documents page

* Updates this page with some more export/import instructions.

* Linter

* exported for tables --> exported from tables.

* adding !

* adding !, attempt 2

* deleting the .VS file

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-12-06 11:04:42 -05:00
Danglewood
9d9a3e84a2 Creates Trading Hours SDK Guide (#3717)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-12-06 09:07:35 -05:00
Danglewood
acb15772a2 Updates Stocks Intro Guide for Terminal 2.0 (#3679)
* Updates Stocks Intro Guide for Terminal 2.0

* Makes requested changes.

* missed an ! prefacing the first image.

* Adds a section for accessing sub-menus
2022-12-05 16:25:13 -05:00
Danglewood
72594cad02 Creates Government SDK Intro Guide (#3706)
* Creates Government SDK Intro

No file existed previously, created.

* added exception in linter for an item in a table, OT

* Makes the changes
2022-12-05 16:24:42 -05:00
Danglewood
f68929fa1e Updates Options SDK Intro (#3709)
* Updates Options SDK Intro

* Makes the changes
2022-12-05 16:24:21 -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
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