mirror of
https://github.com/OpenBB-finance/OpenBB.git
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d62153ee252d16f65cd897b73039ff3d955b734b
97 Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
jose-donato
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d22cdb64d5 |
Replaces cloudflare bacon with posthog for docs + docs fixes (#4843)
* feat: replaces cloudflare bacon with posthog * fix: posthog apikey * fix: new keys * fix: added feature flags |
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Danglewood
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af800613c8 |
Hotfix/docs - Some Intros Updates. (#4777)
* removes .ini from screener preset examples * updates sdk economy intro * Update economy intro guide screenshot Swaps screenshot with new chart * updates terminal stocks intro * updates screenshots for stocks intro |
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martinb-bb
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8397a990c9 |
URL(404) fixes for multiple locations (#4738)
* URL fixes * docker url |
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Danglewood
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8b30f1a117 |
Hotfix/stock screener - Stock Screener Fixes (#4674)
* stock screener fixes * improves error message, this is a FinViz preset * removes non-screener functions from screener menu * ruff * removes tests for removed non-screener functions * updates tests * black * ruff * adds s&p 500 sector presets * updates Terminal intro guide for stock screener * Update screener.md Updates guide with screenshots. * Update screener.md spelling * updates SDK Intro Guide for Stock Screener * pylint disable=too-many-lines --> disable=C0302 --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> |
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DidierRLopes
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2754be2620 |
Improve overall docusaurus (#4675)
* Improve overall docusaurus * update pypi on installation * fix merge conflicts * fix spelling * change CRLF to LF * improve docs installation for bot * more changes * few more * fix --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> |
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andrewkenreich
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c87226e9b6 |
hotfix/fixing some links (#4628)
* fixing some links * adding pypi to installation * fixing order |
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Theodore Aptekarev
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417769c4cc |
Improve installation experience and documentation (#4508)
* hi didier * Add files * Include build deps and third-party binaries in conda env files * Add the changelogs from GH * Api keys + cleaning up spelling + found some old refs * spelling * Merge branch 'feature/documentation3p0' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/documentation3p0 * updates to faq sections * spelling * fixing FA so it runs * adding guides - need pics * Add gcc and maturin to build dependencies * telegram/discord docs markdown format conversion * Remove gcc from conda env files * Update install from source guide for terminal * fix: added new reference styles * adding examples to discord - remove play button * updating bot docs * Update SDK installation docs * Bump datetime package in lock file because current version was yanked * Update requirements txts * Remove rust tools from main conda env * Pin poetry to 1.4.0 because of a regression in 1.4.1 * Bump version of lightgbm to 3.3.5 * Address formatting and minor content comments * Advise all users to clean up conda artifacts with scripts * Add placeholder for pywry related docs * Update requirements.txt * Downgrade statsforecast to prevent pulling jupyter-dash * Add catboost to conda dependencies for windows install to work * Add charset-normalizer to conda deps because of a buggy windows build * Add xgboost to conda deps because of a buggy windows build * working!! * 3.8 and 3.9 xgboost * spelling * Point sdk install from source to terminal source install * image showing on docs Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> * feat: added imageurl for examples * updates Stocks SDK intro * bot pics update * Bump python version on macOS CI builds * updating rest of bot docs * Move charset-normalizer to the pip section of environment yamls * Update mac CI workflows to use the correct cache * Move poetry to pip section of the conda yamls * Fix typo in file path * Fix direct_url.json files not being deleted on the CI * Fool reviewpad * Actually fool reviewpad * adding code for generating index and bot updates * linting * add commands for GTK on linux * Update deps after conflicts and CRLF line endings made it into develop * test bump down for matplotlib * codesign more dylibs * intel workflow * Add signing stuff that failed to intel * M1 file now * Remove duplicate lines from codesigning section of build instructions * Downgrade matplotlib to 3.7.0 to mitigate windows error * Downgrade python to 3.9 in attempt to fix scipy not packaging correctly * Downgrade python 3.9 to resolve conflicts found by conda * Remove duplicate xgboost references * Downgrade scikit-learn to avoid DistanceMetric32 not being found * Remove site-packages from bundle following python 3.10 -> 3.9 * Downgrade scikit-learn to avoid DistanceMetric32 not being found * Fix english in source installation * Revert advised python to 3.9 * Update SDK installation docs * Fix typo * Update lock file hash * Consolidate all installation instructions in the terminal section * Add --no-cache-dir to pip calls * Fool reviewpad * Remove reference of the conda cleanup from the pypi install * Fetch the environment yaml directly from the repo without downloading it * Add rosetta, cpp build tools and libomp as top level requirements * Update installation links in repo readme * adds brew install libomp to FAQ section * fix typo from my updatet * Capitalization of Section Headers * puts PyPi toolkit install in quotes, necessary for a non-bash shell. * grammar fixes * update docker windows instructions --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> |
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teh_coderer
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401a78278d |
Interactive Charts Improvements (#4586)
* ship it * edits to bot docs * Update generate_sdk_markdown.py * splitting installation * Update plotly.html * no pywry print if using sdk * Update popups.js * Update plotly.html * Update popups.js * update bot index.mdx's, ramenize generate_index.py * remove older index.md files * added logic for light themes, refactor `generate_sdk_markdown.py` for reference cards * reshow modebar * Update plotly_helper.py * fix reset reloading of env files * refactor doc generation files * Update plotly_helper.py * cleanup * Update generate_sdk_markdown.py * Update plotly_helper.py * updates * fix csv_columns select overflow * for james with love * remove division `/ 1000` from options_view * Update backend.py * Update popups.js * csv plot candlestick logic for same Yaxis * Update plotly_helper.py * Update plotly.html --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> |
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James Maslek
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69694332e6 |
Documentation push (#4501)
* hi didier * Add files * Add the changelogs from GH * Api keys + cleaning up spelling + found some old refs * spelling * Merge branch 'feature/documentation3p0' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/documentation3p0 * updates to faq sections * spelling * fixing FA so it runs * adding guides - need pics * telegram/discord docs markdown format conversion * fix: added new reference styles * adding examples to discord - remove play button * updating bot docs * image showing on docs Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> * feat: added imageurl for examples * updates Stocks SDK intro * bot pics update * updating rest of bot docs * adding code for generating index and bot updates * linting * Downgrade scikit-learn to avoid DistanceMetric32 not being found * add some updates to guide for auto select commands * Add pytest-recorder to requirements.txt --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> |
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jose-donato
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6e9fefce9e |
Adds bot documentation to docusaurus and changes for hub (#4409)
* feat: adds bot docs to docu * fix: file structure * fix: brings changelog and switch platform button * adding available options and changing Example text * fix: detect whether iframe, fix availableoptions component, dynamic update third friday for options component * fix: updated readme to reflect new changes * fix: made it so from iframe only shows relevant sidebar * PLAY BUTTON WOOO - works on discord/charting/chart * comment * fix: search bar, improve search * fix: hijacks ctrl+k from iframe, adds visit to hub link * about * setting up play button for all images on Discord * Bot docs updates * terminal/faqs * update main page * add changelog to terminal * SDK refactoring * minor reordering * bot struct in place * move bot faqs over * updating bot index and installation * add new letterings * fix: adds new navbar * fix: new bot images and layouts * updating installation and flow * black linter * spelling * spelling * The best commit --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Jeroen Bouma
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452ecd1275 |
Make adjustments to the guides (#4477)
* Update the website guides * Fix wrong paths in about functionality * Update settings and feature flags menu * Done * Done * Update screen |
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jose-donato
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9211a8595c |
Update documentation with more detailed installation instructions, requirements and more (#4382)
* fix: changed button styles * Make Rosetta requirements more clear * Update installation instructions * Add seperation * Update windows.md * Update installation docs * fix country choices (#4403) * Hotfix/plotsbackend start (#4404) * readd removed plots_backend().start() from merged PR * Update backend.py --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Update helper_classes.py (#4378) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add improvements to the website * Fix keys wrong redirect * Update installation * Update requirements * move things around * Restructure everything * Details * fix: mac issue and redirect installation * fix: mac macos * Remove installation .md and make it dropdown * Update installation of SDK * Grammar --------- Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Jeroen Bouma
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87cea82808 |
Improve stocks/fa/enterprise, now stocks/fa/mktcap, functionality (#4424)
* Improve enterprise, now mktcap, functionality * Update the scripts to work better with SDK * Update the tests' * Update integration tests * Change SDK * Spellings * one more spelling --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Danglewood
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8e7951f550 |
puts pip install openbb[all] inside quotes (#4366)
Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Danglewood
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e75309f95f | makes requested changes | ||
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Danglewood
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e45eb3402b | adds images for Databento | ||
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Danglewood
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2925e11ec7 | adds clickable URL in keys + Databento | ||
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James Maslek
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ffe06463fc | Merge branch 'develop' into feature/docs-intros-updates | ||
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Danglewood
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b7ccef7207 | fix build failure | ||
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Jeroen Bouma
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bec294b92d | Merge branch 'develop' into feature/finance-database-update | ||
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Danglewood
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db25cc554c | rename sdk faq to troubleshooting | ||
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Danglewood
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a2bb5eae75 | Merge branch 'develop' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/docs-intros-updates | ||
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jeroen
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a9a27b6806 | Delete SIA from OpenBB Docs and SDK | ||
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jeroen
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cd7806bff6 | Fix website not working | ||
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jeroen
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ef3bf6525d | Add intro guides to Fixed Income | ||
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Danglewood
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453e547fc1 | updates to requirements files | ||
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Danglewood
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c92e805ae4 | updates SDK install instructions | ||
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Danglewood
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05f5b1e38a | merge develop into docs-intros-updates | ||
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teh_coderer
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96af407585 |
SDK Added about() for methods and class, fixed pypi.md (#4273)
* added log_if_login and about() for methods and class, fix pypi.md * Update sdk_helpers.py * mypy |
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James Maslek
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15d8d4556e | Merge branch 'develop' into feature/docs-intros-updates | ||
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DidierRLopes
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2130dea530 |
Feature/improve docs (#4260)
* Update README.md * Update README.md * Create pipy.md * Rename pipy.md to pypi.md * Update README.md * Update pyproject.toml * Update README.md * Update README.md --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> |
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Danglewood
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d2af156a11 | merging develop branch into feature/docs-intros-updates | ||
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Danglewood
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e5f686f1a3 | Flipside Crypto URL correction | ||
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Danglewood
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461af33b17 | adds the screenshot for Intrinio | ||
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Danglewood
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c29a3f65f8 | Typo correction | ||
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Danglewood
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a887c7fd10 | Updates API keys guides and moves them to Getting Started | ||
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teh_coderer
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69b4d117fa |
SDK Auto-Generation/Refactor (#3358)
* Fixes * Update stocks_helper.py * update git-actions set-output to new format * Update stocks_helper.py * Update terminal_helper.py * removed LineAnnotateDrawer from qa_view * lint * few changes * updates * sdk auto gen modules done * Update stocks_helper.py * updates to changed imports, and remove first sdk_modules * Update generate_sdk.py * Update generate_sdk.py * pylint * revert stocks_helper * Update generate_sdk.py * Update sdk.py * Update generate_sdk.py * full auto generation, added sdk.py/controllers creation * missed enable forecasting * added running black in subprocess after sdk files generation completes * removed deleted sdk_arg_logger * comment out tests * property doc fix * clean up * Update generate_sdk.py * make trailmap classes useable for doc generation * Update generate_sdk.py * added lineon to trailmap class for linking to func in markdown * changed lineon to dict * added full_path to trailmap for linking in docs * updated portfolio * added func_def to trailmap attributes for markdown in docs, added missing type hints to covid functions * Update generate_sdk.py * Update generate_sdk.py * Update generate_sdk.py * Update generate_sdk.py * merge * update sdk * updates * Update generate_sdk.py * Update generate_sdk.py * dead imports * bump * updates * updates * updated missing * added alt realestate functions to trailmap, logic to clear folders before building * Update __init__.py * Update generate_sdk.py * clean __init__.py files before build * sync website content folder * Update generate_sdk.py * updates + logging * drop pandas inplace. add docstrings * Update trail_map.py * Update generate_sdk.py * Update trail_map.py * stocks/fa PR added * synced trailmap with develop branch * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update sdk_init.py * fix removed keys functions * updates * reqs txt files * forgot to save * up to date with main * made sure help(openbb.trailmap) is preserved * ruff * Update requirements-full.txt --------- Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Chavithra <chavithra@gmail.com> |
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James Maslek
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2a7ec56000 |
Sunset some dependencies (#4215)
* Sunset some dependencies * Mypy * Last iex refs * remove ref to investpy * tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> |
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Joseph Walker
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a11810ac74 | Remove export to file now that we are returning a dataframe. Always return a dataframe even if empty. Update tests to reflect removed function arguments. Update documentation as well. | ||
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James Maslek
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5c2cbf239f | Merge branch 'develop' into feature/search-return-df | ||
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Joseph Walker
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d0d1eb8e28 | Remove erroneous extra line from documentation | ||
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James Maslek
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06d737f4be |
Adding intrinio and cleaning up options a bit more (#4127)
* Add intrinio load functions into stocks and options. First try at options sdk with intrinio * Add a new eodchain function + add intrinio model test * Unit tests for intrinio options * dont add eodchain yet -- wait for other PR * Make null handling better + add intrinio sdk to reqs * mock dates * update test * fix ruff * black and gitignore * Clean up and make options load class * Clean up clean up * Fix intrinio stock load * Get requirements even * sort intrinio chain and fix * Dont rename the candle input argument * Fix bug #4060 * Historical option prices * Add grhist from intrinio and isort * Fix things for presentation * Fix tradier chain printing * YahooFInance chain cleanup * standardize nasdaq * Format intrinio * Cleanup SDK * Fix tests * mypy * Clean up trail map and edit docs * Fix mapping of info on sdk * Add intrinio to deps * Add a rich progress bar to expirations :) * controller test * Silly error + tests * Required arg * bad assert statememts * Mutable default * Keys and switch another tqdm * BizIns Tests * tests * Last Test |
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Joseph Walker
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f247b6da34 | Remove export_to_file flag for redundancy | ||
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Joseph Walker
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06b919630e | Fix documentation to reflect changes in search method in sdk | ||
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jeroen
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1e55dbecd0 | Move filings to the correct place | ||
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jeroen
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520442786c | Move ark around, updates docs, update SDK | ||
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Jeroen Bouma
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0ee2ebcf1e |
Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055)
* I missed some sheet_name ones :) * Move quote to main menu and combine yahoo finance commands * Update stocks for quote * First update to move yfinance away from main functionality * Small updates * Update tests to reflect changes * Fix some little things * Update docs a little too * Remove the Due Diligence menu * Update tests for new change * Update fa and stocks with new text and move some stuff around * Bye bye dd * Pls work * work.. * work.. * work.. * Work..| * Add tests back in * Remove tests * Fix fix fix * Remove tests to fix conflicts * 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 |
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Chavithra
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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 |
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Jeroen Bouma
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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> |
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Jeroen Bouma
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b94cf6cdf9 |
Add keywords and descriptions (#4052)
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: James Maslek <jmaslek11@gmail.com> |