Commit Graph

239 Commits

Author SHA1 Message Date
montezdesousa
ca4541053f Fix Economy/Plot - Does not read stored datasets properly (#2112)
* fix plot databases

* update website doc

* display stored datasets in one line

* add indent

* allow sequential storage of data

* fix menu string

* prevent appending empty dfs

* black

* silence warning
2022-07-20 10:55:09 +01:00
Dylan Cole
f05676b79a fix typo - change 'seaarch' to 'search' (#2114)
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-19 22:58:54 +01:00
Theodore Aptekarev
b90025555b Remove defirate scraping (#2113)
* Remove functions based on defirate scraping

* Update docs

* Update tests
2022-07-19 19:40:08 +03:00
montezdesousa
82b6411cab remove cumulative returns functionalities (#2103)
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-07-18 18:50:59 +03:00
Jeroen Bouma
73a31f8f00 Add buttons linking to the installation page (#2086)
* Add in Install Terminal link

* Add in CSS and HTML for a button that links to terminal installation

* Because Jose said so

* Jose forced me to

* Last change forced by Jose

* No rel:
2022-07-14 14:52:20 +02:00
Jeroen Bouma
0fa9936651 Add in DeFi, DD and NFT guides from the Crypto menu (#2083)
* Url fix

* Add in Crypto DD Guide

* Add in NFT Guide

* Add in Messari

* Typo

* Add in DeFI Guide

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images

* Fix links

* More fixes

* Spelling

* Let links open new page instead

* Fix another link:
2022-07-13 14:45:11 +01:00
Jeroen Bouma
05e809a881 Add Crypto discovery, onchain and overview menu (#2073)
* Add onchain, ov and disc pages

* Fix broken links

* Fix links

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images
2022-07-13 06:58:04 +02:00
montezdesousa
4c0b1135a9 Economic calendar command (#2043)
* add ecocal command to menu

* add menu legend

* run black and pylint

* fix date input

* add command to main.yml

* sort and remove duplicates

* run black on model

* fetch user timezone automatically

* remove tz option and None displays

* adds choices to controller

* fix dates corner case

* create test for get_economic_calendar

* write tests for investingcom_view

* fix ycrv model

* remove unused imports

* rewrite expected for economy print help

* rewrite expected for portfolio model

* fix linting

* fix linting

* try to pass pylint again

* create _index.md

* complete docstrings

* rewrite expected  on portfolio model

* Update _index.md

* Update _index.md

* change -i default to all

* rewrite portfolio model and mark vcr

* run black on test changes

* revert changes on tests

* add limit to nr of events

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-12 16:22:48 +01:00
northern-64bit
89297fadc4 Adding new portfolio metrics (#2029)
* Making pa active + pa minor features

Makes pa actice and adds country to the df. The groupby command also gets percents of holding allocation. It also fixes warnings and prepares for a later pr that I'm currently working on.

* Fix linting

* black linter

* Fixes

Should fix everything

* Linting

* Making pa controller to base class standard

* Fix linting

* first metrics

* Adding calmar ratio

* Adding metrics to controller

* Linting

* Linting

* Test fixes

* Test fixes

* Adding tests

* Linting

* Restructuring added tests

* Linting

* Updating hugo website and fixing help

* Fixing commands

* Fix kelly criterion command

* Fixing tests

* Linting

* More linting

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-07 10:14:16 +02:00
Jeroen Bouma
b749d6e3c6 Improvements within the Terminal for the Documentation (#2048)
* Change about us to open_terminal_documentation

* Change the home menu to be more compact

* Make changes to menu layout and change bottom bar

* Change about command to send you to the documentation and add about to bottom bar

* Add in about choices to all menus

* Adjust wording

* Adjust the website to match terminal commands and make adjustments for common menus

* Update the website and small change to about command

* Small adjustment to about command

* Remove update command

* Add some more info about arguments

* Fix broken link

* Add pro tip

* Update keys to work well with about

* Fix some common paths

* Add back in the update command with exception if packaged application

* Remove update comment

* Fix all the things

* Make about more robust and also add in exe

* Make sure that there are actual commands and menus
2022-07-06 13:52:26 +01:00
northern-64bit
85ce998d57 Making the news command pretty with more data (#2045)
* Formatting news command

* Linting

* Linting
2022-07-05 23:31:24 +01:00
DidierRLopes
066d347c63 replace curve brackets by square ones (#2040) 2022-07-03 21:31:04 +01:00
Jeroen Bouma
a4d1d071ca Add in guide to Scripts & Routines (#2027)
* Small detail

* Add in Scripts guide

* Add template script

* Add Scripts to menu

* Update Scripts guide

* Add section on Scripts & Routines in the Getting Started guide

* Update _index.md

* Get rid of images
2022-07-02 12:06:24 +01:00
Jeroen Bouma
c98c467e47 Add in Economy Guide to the website (#2016)
* Add in Economy Guide (WIP)

* Add in Example text

* Update _index.md

* Remove images

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-30 15:47:01 +02:00
Jeroen Bouma
d0aaa9ab5e Add in Cryptocurrency guide and remove the old 'Guides' folder (#2015)
* Add in Crypto guide

* Remove redundant folder

* Fix links
2022-06-30 14:01:41 +01:00
Jeroen Bouma
ddef89d115 Add in Forex Menu guide and apply redirect to a terminal page that shouldn't exist (#2011)
* Add redirect

* Add in Forex guide

* Update _index.md

* Remove images

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-30 09:35:14 +02:00
Danglewood
2e7b54205f Adds Stocks/DD Guide (#2001)
* Adds Stocks/DD Guide

* Demo routine for the Stocks/DD menu

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-28 16:28:35 +01:00
Danglewood
d23d8dd698 Fixed typo - SCI --> SIC (#2000) 2022-06-28 10:49:53 +01:00
Danglewood
9d75692af4 Fixed bad URL to options screener intro (#1990) 2022-06-26 01:51:08 +01:00
Jeroen Bouma
a4de5763e6 Add in Introduction to Funds guide (#1979)
* Small fixes

* Add in Introduction to Funds page

* Update _index.md

* Delete images and fix some grammar

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-24 10:10:58 +02:00
Danglewood
1bab55cf71 Adds an Introduction Guide to the Fundamental Analysis Menu (#1982)
* Adds an Introduction Guide to the Fundamental Analysis Menu

* Adds Demo Routine for the Fundamental Analysis Menu
2022-06-23 13:31:35 +01:00
Danglewood
14c599e4ec Adds Introduction Guide to the Technical Analysis Menu (#1964)
* Adds Introduction Guide to the Technical Analysis Menu

Adds a guide for the Technical Analysis menus. Routine file to come.

* Adds demonstration routine for the Technical Analysis menu

* linter typo

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-06-21 23:18:03 +01:00
Jeroen Bouma
1752f98667 Add in Econometrics guide and routine (#1966)
* Add in Econometrics guide and routine

* Update _index.md

* Remove images

* Typos

* More details
2022-06-21 23:17:15 +01:00
Jeroen Bouma
0e8fed9795 Add in Introduction to ETFs (#1973)
* Add images, update some docs, add in introduction to ETFs

* Also update the menu

* Update _index.md

* Delete images
2022-06-21 23:13:53 +01:00
Danglewood
aa53f4967f Adds Introduction Guide to Stock Screener (#1950)
* Adds Introduction Guide to Stock Screener

Adds Introduction Guide to Stock Screener

* adds a demo routine for the Stock Screener

* Improved Discovery Menu Demo Routine

* Improves functionality of autocomplete by changing value field to use underscore instead of dash

* black

* spelling

Co-authored-by: james <jmaslek11@gmail.com>
2022-06-18 10:38:51 +02:00
Danglewood
7486e7ff86 Adds Introduction to the Stocks Insider Trading Menu (#1931)
* Adds Introduction to the Stocks Insider Trading Menu

Adds intro guide for Insider submenu.

* adds demo routine for the insider trading menu

adds demo routine for the insider trading menu

* adds demo routine for the Government Menu

adds demo routine for the Government Menu

* Adds Introduction to the Government Menu

adds guide for the Government menu.

* Linter

* Removed sentence

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-17 11:39:15 -06:00
Sam Kerr
497324d75f Preferred data source for a given command and help docs for any command (#1928)
* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Forex controller

* Tests : Fixing `parse_known_args_and_warn` issue

* Comparison Analysis controller

* Tests : Comparison Analysis

* Tests : Stocks/DarkPoolShorts + Stocks/Options

* Tests : fix call_load tests

* Linting : fixing line size

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-06-14 20:23:55 +02:00
Sam Kerr
9a79e9e992 Update docs for the load command (#1941) 2022-06-14 02:17:46 +08:00
Theodore Aptekarev
79e9275ccf Release/1.5.0 (#1926)
* Add more build assets and all notebook checkpoints to ignore

* Delete old reports that were accidentally added to the repo

* Fix portfolios not bundling

* Add mac installer image assets

* Update license

* Make the code folder hidden in macOS package

* Add folder and launcher icons programmatically during build

* Change dmg creation tool to create-dmg

* Update macOS installation docs

* Bump project version

* Update macOS installation instruction image links

* Fix macOS installation instructions styling

* Unify macOS install instructions image size

* Point download links to the website vs github

* Fix macOS launcher self-quarantine command

* Fix routines not launching in packaged apps

* Fix .openbb test mode not displaying filenames during test run

* Remove file with weird apple character in path
2022-06-10 21:32:13 +02:00
Danglewood
c377cbf776 Adds Introduction to the Options Menu Guide (#1919)
* Adds Introduction to the Options Menu Guide

updates the Hugo site to include Options Menu Guide.

* Removed double title at the start

* Removes the double title at the beginning

* Adds Introduction to the Pricing Submenu

Adds the guide for Options Pricing Submenu.

* Options Menu Demo Routine

adds a demo routine for the options menu

* small correction

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-10 11:33:00 -04:00
Sam Kerr
15846387a1 Use returns for correlations in hcorr (#1925)
* Use returns for correlation

* Uses returns and has lots of other print messages now

* Clean up the code some

* Remove spurious imports

* Update the help messages

* Update for black syntax errors
2022-06-10 09:06:58 -04:00
Danglewood
262a27b5df adds Introduction to Options Screener Guide and renames the folder to 'screen' (#1915)
* adds Introduction to Options Screener Guide and renames the folder from "scr" to "screen" to match the Terminal structure

adds Introduction to Options Screener Guide and renames the folder from "scr" to "screen" to match the Terminal structure

* Changed /stocks/options/scr --> /stocks/options/screen & deleted unused tree: /stocks/options/payoff

Changed /stocks/options/scr --> /stocks/options/screen & deleted unused tree: /stocks/options/payoff

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-08 16:44:12 -04:00
Sam Kerr
a9a777143c Add argument to remove masking for heatmap in hcorr and print correlations to command line (#1913)
* Remove masking for heatmap

* Add a comment

* Add a flag to show either half or the full correlation matrix.

* Fix printed correlation table cutting off for large data sets

* Update the test

* Update some formatting issues

* Fix another formatting error

* Formatting issue

* Remove a double blank line

* Black formatting changes

* Fix a pylint formatting issue

* Use rich table and add a raw flag

* Fix formatting issue

* Capitalize ticker name in table columns

* Update a test

* Add docs for new arguments

* retrigger checks
2022-06-08 13:29:35 -04:00
Danglewood
7e52dac516 adds Introduction to Hedge Guide - only requesting to update 1 file!! (#1911)
This is the only thing that should be updated with this PR, anything else is a lie!

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-06-08 13:51:08 +03:00
minhhoang1023
4c02dc2a66 Fix multiple crypto bugs (#1903)
* fix #1850

* fix #1831

* add extra check to Reddit API keys

* ignore warning message to update praw api

* improve OpenBB links

* fix quick performance only on stocks class because I'm James bitch

* fix quick performance only on stocks class because I'm James bitch

* fix #1829

* fix #1821

* add messari to keys - fix #1819

* example of multiple oclumns to check on options/chains

* minor improvement in xlabel re. #1814

* remove repeated command

* fix #1698

* fix line too long

* fix #1814 fr now

* fix tests

* Fix multiple bugs

* Disable false positive pylint in some crypto models

* Fix website not building because of expo command removed

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-06-06 18:20:44 +03:00
martinb-bb
f0f2fd688d removing expo until forecast menu for installer (#1896)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-03 22:55:52 +03:00
Sam Kerr
919ca99f80 Fix a broken link to the load page (#1894)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-03 14:16:21 -04:00
Jeroen Bouma
6c70cdc9b7 A lot of improvements to the Hugo documentation (#1893)
* More text, fixed links, added common menu

* Add in bunch of filler text

* Found another broken link

* Get rid of old content

* Push small changes

* Update installation instructions

* Small tweaks

* More adjustments
2022-06-03 10:22:40 -04:00
Jeroen Bouma
f0a3dfbc56 Improve the Hugo documentation to be more accessible and user-friendly (#1891)
* Greatly improve the documentation

* Rename the website from OpenBB Terminal to OpenBB Documentation

* Adjust the menu

* Add 'Table of Contents' to the toc file

* Small improvs

* Fix broken links

* Improve more

* Small small small fix
2022-06-02 18:14:40 +02:00
Colin Delahunty
3fdc1363d6 Added plots for tickers (#1842)
* Added plots for tickers

* Fixed

* general improvements

* fix avariance

* Fixed formula

* Updated documentation

* Fixed tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-02 09:06:09 -04:00
Jeroen Bouma
ffef8ab532 Add in Hugo docs for Trading Hours and Behavioural Analysis (#1868)
* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* update to index list

* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* guides: behavioural anaylsis & trading hours

* linter

* Add in Hugo Docs for tradinghours and behavioural analysis

* Move things around, fix some errors

* Update _index.md

* Update _index.md

* Update _index.md

* Small fix

* Add in better Discord link

* Adjust BA location

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
2022-06-02 11:47:15 +02:00
didierlopes.eth
49560ab880 Econometrics UX (#1878)
* improve econometrics load, custom_reset

* improve econometrics UX and remove options cmd

* fix sector and industry analysis

* improve econometrics and export data from main menu

* improve toolbar vis to add helper -h

* imporve type and desc

* add logger

* econometrics improve ols

* improve root and norm commands

* more cleanup

* improve econometrics commands

* api econometrics

* tests econometrics

* improve index command

* change modify to add,delete,combine and rename

* minor fix

* update docs

* update pylint

* update pylint

* tests

* Update documentation

* fix type command

* index

* improve more econometrics for Jer

* improve docs

* fix tests

* fix test

* remove help

* Add in robustness for when you select two dependent variables

* Update Website documentation

Co-authored-by: JerBouma <jer.bouma@gmail.com>
2022-06-01 12:41:45 +01:00
jp
b9e097ef8d Bug/crypto defi vaults command broken #1822 (#1874)
* Add separate view for finbrain for crypto curreny sentiment analysis

* Move json with symbols to separate directory, little refactoring, update readme

* Add screenshot of finbrain for PolkaDot

* Fix defi coindix vaults. Risk param is disabled. Disable urllib3 warning bout not verified request url

* update tests for coindix - cassetes, csvs, txts

* update vaults docs

* Update _index.md

* run crypto tests with record_mode=rewrite

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-01 12:16:03 +01:00
Jeroen Bouma
f7f16b2597 Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides (#1887)
* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* update to index list

* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* guides: behavioural anaylsis & trading hours

* linter

* Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images

* Some small improvements

* Update _index.md

* Add GIF

* ABC

* Add files via upload

* Fix small mistake

* Remove installer explanation since it is better documented in Hugo

* Small fix

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
2022-05-31 18:20:12 +01:00
James Maslek
7db8fa04e5 Clean up forex menu. Add in polygon load (#1871)
* Clean up forex menu.  Add in polygon load

* Forex candle matches stock with --ma option

* fxempire tests

* forex controller tests

* Test polygon model

* Hugo

* oops

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-26 20:54:34 +01:00
Colin Delahunty
75d0832682 Improved fraud function (#1855)
* Improved fraud function

* Updated docs

* Didier fixes

* Fixed test

* Added help

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-26 09:59:05 +01:00
martinb-bb
5f8eb43620 Time-series forecasting (Exponential Smoothing) with Darts Integration (#1851)
* Working exponential with bugs

* utilizing business datatime + fillers

* working figures

* expo with more functionality

* historical forcasting feat.

* numeric values for forcasted days

* print pretty predictions

* formatting

* code cleanup

* doc strings fix

* more docs

* quick fix

* refactoring

* poetry updates

* typo

* test script update

* update requirements.txt

* refactoring and Hugo website

* Update _index.md

* reverting poetry and requirements for now.

* minor mod and removal of space

* Update readme for forecasting

* removal of old TF version

* reqs and poetry

* linting

* merge main.yml from main

* supress warnings due to lib version change

* reverting main.yml

* retrying expo on main.yml

* fixing fundamentalanalysis version

* update poetry fundamentalanalysis

* type casting arg parse

* seasonal period default update

* update en.yml

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-24 22:33:56 +01:00
Jeroen Bouma
b992d17c87 Update Hugo documentation by refractoring (#1860)
* Update documentation

* Update _index.md
2022-05-24 10:43:56 +02:00
Jeroen Bouma
be24c3abd6 Add in Guides documentation to the Hugo documentation (#1845)
* Add in Guides documentation to the terminal

* Don't need eg twice

* Update _index.md

* Delete website/content/terminal/getting_started/images directory

* Update _index.md

* Delete website/content/terminal/introduction_to_stocks/images directory

* Adjust css so that tables and lists also have white text

* Small small change

* update white svg

Co-authored-by: jose-donato <zmcdonato@gmail.com>
2022-05-23 11:13:07 +02:00
James Maslek
25d45d5458 Deprecate stocks/dps/volexch (#1840)
* comment out broken function

* unused import

* Fix tests + comment out removed functions

* lint
2022-05-19 14:50:54 -04:00