* Add StockAnalysis menu with visualise and help functions
* Add StockAnalysis view and model
* Update documentation for the SIA section
* Add Nano, Micro and Mega Market Cap options
* Make the StockAnalysis modules more robust for errors
* Update Docstring
* Ensure the DataFrames aren't modified by limiting the period
* Add tests for StockAnalysis view and model
* Refresh tests
* Make the model and view more robust
* Update the script
* Details
* Move sa_keys to _model
* Clean up functions
* Rename sa_keys to sa_dict
* Improve satma function
* Fix tests
* Optimise satma functionality
* Updated Copy
* added discord bot to hugo menu
* fixed indentation
* Added bot branch to main
* added discord to tree
* added discord bot to hugo documentation
* Spelling
* Spelling
* remerge into main ?
* tests again
* change the example csv
* squash all the bugs
* Improve `add` interface
* Add warning on loading portfolio with no cash
* left a rogue print
* oopsie. hugo
* oopsie. hugo
* Add back a new `al` function + port name
* test
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* Adding avar command to qa context
* Adding documentation and VaR command
* Linting
* More linting
* Somehow discordbot tests didn't like my linting
* Fixing tests
* Fixing requested suggestions.
Fixing jmasleks comments, but I sadly couldn't sort the table by the VaR (if the manually entered percentage is 75 it's currently still displayed below the 99% VaR)
* linting
* Linting fix
* Adding every qa command to hugo
Also lint fixing
* Fixing previous error
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* Add supported and trending endpoint
* Allow valid hour to be 0
* Update Hugo server
* Update Hugo optional arguemnts
* Update documents for start data type
* Adding terminal images
* Update _index.md
* Fix header error
* Update tests for api token sentiment investor
* Add test for Sentiment Investor View & Model
* Mock the token
* Changed color for trend command
* Mock test view and add document for Test README
Co-authored-by: Minh Hoang <minh@Minhs-MBP.Home>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* replaced cgcategories with api
* added coingecko categories
* refactoring commands to use api, added coins to cryptocontroller and merged find and coins
* autocompletion for coins
* removed unused vars
* added dappradar features
* refactoring commands position
* refactoring commands position
* adding visual commands and fixed report
* skipped tests for now
* lint notebook
* correct report
* black formatter keeps crying because notebook
* removed unused imports
* Fixed black
* Keep kernel metadata 'cause it's required by papermill
* Change jupyter cleanup hook to one based on nbconvert
* Try fix the hook I just broke
* Fix trailing commas in the crypto notebook
* Change the jupyter hook to a one that's featured on pre-commit's page
* Format report notebook and test new notebook hook
* Black the notebook
* Remove deleted functions from the crypto discovery API
* Remove deleted functions from the crypto overview API
* replaced print for console print and removed print from table
* replaced print for console print and removed print from table
* auto completion + sort for all discovery commands
* replacing help messages
* fix linting
* added docs and removed unused commands
* added todos and fixed help messages
* lint
* pr issues fixed
* updated tests
* tests merge
* replaced with new rich table function
Co-authored-by: Colin Delahunty <colin99delahunty@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Small feature + controller tests
* update test after merge
* Website + bump down pandas
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Adding the allocation (al) command to the portfolio menu
* Fix linting
* Fixing errors
* More fixes
* Requested changes
* More fixes
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* added ich and ch features
* added slug required and removed list of slugs
* added slug required and removed list of slugs
* updated to only have one command
* lint
* lint
* added default parameter
* Added vsurf dashboard
* Updated format
* Switch to Plotly: WARNING GRAPH IS NOT ACCURATE
* Works with Plotly now
* Update default
* Fixed black
Co-authored-by: jmaslek <jmaslek11@gmail.com>
* Add first iteration of custom context
* Add sample data + improve plot
* Change `head` to `show` with sorting and limit. Add "-x" to plot and dynamic update of completer
* generate random time series for test csv
* Make columns lower case. Check if date is in columns and convert to timestamp. Improve plotting for dates
* Add qa to custom
* Add pred to custom
* Hugooooo
* Testing
* dang whitespace
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* 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
* add dataframe helper denomination method, add terramoney_fcd model
* add account growth function, goverment proposals function
* add staking ratio and returns for terra:
* Refactor terra model, add terramoney_fcd_view with 2 methods
* Add terramoney_fdc_model views
* add plots for terra fcd views
* add terra fcd to defi controller
* add hugo docs, refactor defi controller
* change export parameters, refactor chart tickers, fix --descend flag in validators command, add multiline formatted string for terra staking report, change tabulate to rich, add terra adress validator
* adding new defi features and refactoring existing ones
* added tests and docs
* added zlot to ignored words
* markdown lint
* fixed pr issues
* fix hugo main.yml
* fix hugo main.yml
* added tests
* fixed prt issue
* added iv_surface failing tests
* added mocking to llama tests
* new tests
* skipped rich test for now
* 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
* Add view for coindix
* Adjust coindix view. Add hugo docs
* Refactor risk of vault part, add link paramter, rename cols
* remove try except, add source
* fix wrongly resolved conflicts
* adding blockchaincenter model
* added altindex feature
* fix tests name
* added autocompletion and fixed chart
* fixed help strings and chart issue
* refactor for subplot
* changed dates to more readable format
* enabled some crypto commands in dd to be called independent of source loaded
* support for coin_map_df in all dd functions + load ta and plot chart refactor
* updated tests and removed coingecko scrapping where possible
* removed ref of command from hugo
* updated pycoingecko version
* refactoring load
* refactored load to fetch prices; pred can run independent of source now
* load by default usd on cp/cg and usdt on cb/bin
* updated to rich for formatting and updated dependencies
* fixed changes requested
* created prt controller
* creating model
* removed unused print
* restaged
* adds current market cap
* added reports to gitignore
* enabled some crypto commands in dd to be called independent of source loaded
* support for coin_map_df in all dd functions + load ta and plot chart refactor
* updated tests and removed coingecko scrapping where possible
* removed ref of command from hugo
* updated pycoingecko version
* refactoring load
* refactored load to fetch prices; pred can run independent of source now
* load by default usd on cp/cg and usdt on cb/bin
* updated to rich for formatting and updated dependencies
* fixed changes requested
* update docs
* revert discord requirements
* removed absolute from calculate change for price
* fixing pr issues
* fix loading issue when similar coins exist, move coins to home, fill n/a
* update docs for coins
* adds load to ta and pred menu
* Add line option to common - qa
* rich to controller + lower case for pick
* Change qa_view to rich + hugo
* Update _index.md
* fix test
* fix test pt 2
* change menu print
* Add mutual fund menu based primarily on investpy (investment.com)
* Add start/end date for loading + some bug fixes
* hugo
* poetry add investpy rich dnspython then poetry update
* fix reset (need to load country) and dim yfinance commands when country not US
* Fix search and add better error handling
* Catch yfinance commands when country not US. Improve loading to change country if symbol found but not in matching country. Changed main menu printing.
* Fix poetry / reqs merge conflict
* review comments
* Once again update poetry
* Clean up poetry to match conda (numpy was culprit)
* cvxpy down
* Think i goofed on generating reqs full
* update poetry metadata
* cleanup after review 2
* move space
* another deps try
* bump pygmnets in yaml
* try something different
* rename console -> t_console (terminal_console) for mypy
* added statistics for opensea collection feature
* trying to fix json error
* trying to fix json error
* fixing vcr tests
* print to include 2 decimal cases
* fixing tests
* added to script, date format and require
* fix: linting
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* improve user experience phase 1
* add difflib replacement
* implement auto-complete on discovery menu
* auoto-complete, difflib,jump through menus with cd
* Updating tests : terminal
* improve navigation on gst
* add q command to terminal.py
* usage instructions
* Updating tests : terminal
* fix cd command
* vars updated
* show menu when user is going through menus
* allow user to forget the intiail / on scripting
* terminal to accept text file with configuration
* refactor -n to -l and clean code
* add all commands to the tests_stocks_disc
* remove fds from disc since we have search on stocks/ and stocks/sia
* hopefully fix tests
* skip test
* fix completer type and calling menu after command for stocks/disc
* show help menu when moving forward/backwards in menus
* skip test
* skip test - bug fix
* add reset, help and quit to choices
* improve stocks/disc controller
* refactor sia menu
* UX improvements for sia menu
* improve ux design
* refactor ca controller
* fix infinite loop
* improve ux on dps controller
* Add capability of going back from a menu going into a menu
* Ux economy (#1056)
* First round of UX improvements on economy menu
* Do fred menu + sample tests file
* revert to > on menu
* rename jobs file to .gst
* remove cd option
* improve return
* final refactoring of disc_controller
* fix ca,dps,sia,disc,stocks and terminal controllers
* work on ba_controller menu
* fix reset and try_except
* UX on screener controller
* fix for full reset name
* Ux etfs (#1059)
* Refactor ETF menu for new UX
* Add couple more examples to test
* r->reset
* Clean up switch
* gov menu refactored
* fix reset issue
* 80% of refactoring options and pricing/payoff menu is done
* improve payoff controller
* minor fix
* fix: refactor pred and ta stocks controller
* fix: refactor fa(and fmp) controllers
* fix: refactored dd controller (still missing .gst tests)
* fix infinite loop bug
* refactor options controller
* add tests for payoff and pricing
* fix reset for options
* UX Upgrade for Crypto controller(s) (#1049)
* refactor crypto controller
* refactor crypto/defi controller
* added simple test and fixes not returning queue in commands
* Clean up unused functions / iex load (#1047)
* Clean up unused functions and adjust iex load function to not depend on dates
* Had an incorrect tab on s_start definition
* wrong default arg
* regenerate pytest yml
* Comment out parametrization
* Tests : Stocks > Discovery (#1050)
* Updating tests : stocks/discovery/ark
* Updating tests : stocks/discovery/fidelity
* Updating tests : stocks/discovery/fidelity
* Updating tests : stocks/discovery/fidelity
* Updating tests : stocks/discovery/seeking_alpha
* Updating tests : stocks/discovery/seeking_alpha
* Updating tests : stocks/discovery/shortinterest
* Updating tests : stocks/discovery/shortinterest
* Updating tests : stocks/discovery/seeking_alpha
* Updating tests : stocks/discovery/shortinterest
* Updating tests : stocks/discovery/disc_controller
* Updating tests : stocks/dd
* Updating tests : stocks/fa
* Updating tests : stocks/discovery/financedatabase
* Updating tests : stocks/discovery/finnhub
* Updating tests : stocks/discovery/geekofwallstreet
* Updating tests : stocks/discovery/marketbeat
* Updating tests : stocks/discovery/nasdaq
* Updating tests : stocks / discovery / yahoofinance
* Updating tests : black
* Updating tests : unused import
* Updating tests : stocks/discovery/ark
* Tests : Stocks > Doc + Helpers + Government (#1051)
* Updating tests : stocks/government/controller
* Updating tests : stocks/government
* Updating tests : conftest
* Updating tests : stocks > government
* Updating tests : stocks/government
* Updating tests : docs
* Tests : Stocks > Insider (#1054)
* Updating tests : stocks > helper
* Updating tests : doc
* Updating tests : clean stocks > fa > av
* Updating tests : stocks/insider/controller
* Updating tests : stocks/insider/business insider
* Updating tests : stocks/insider/finviz
* Updating tests : stocks/insider/openinsider
* Updating tests : stocks/insider/controller
* Updating tests : black
* Updating tests : stocks/insider/controller
* Tests : Stocks > Backtesting + Behavioural Analysis (#1057)
* Updating tests : add __init__ files
* Updating tests : stocsk/behavioural_analysis
* Updating tests : black
* Updating tests : stocks/backtesting
* Updating tests : stocks/backtesting
* fix: converted top to limit arguments
* fix: refactor disc controller, updated docs
* fix: refactor dd_controller and docs
* fix: refactor nft controller and docs
* fix: pass test temporarily, onchain controller refactor, docs
* fix: overview controller refactor, fix quit command
* fix: linting issues
* fix: refacot ta controller
* fix: refactor pred controller
* fix: linting
* fix: crypto controller
* fix: added tests, updated all controlers
* fix: menu print renamed from stocks to crypto controller, added tests
* fix: fix faster function execution
* Fix annoying pylint C0201 error
* fix: renamed commands to long format
* DISC Cleanup (#1058)
* Get rid/cleanup of marketbeat functions
* Get rid of last unused disc function + fix related tests
* fix test
* Dividend History Chart (#1053)
* Dividend History Chart
* changed to default number 10
* changed divs flag default to false
* updating the expected result for test_fa_controller.
* else statement
* fix: added load on dd
* fix: added autocompletion in all commands with argument choices
* fix: linting
* Workflows + Stocks > Insider (#1061)
* Updating code : stocks/insider remove unused file
* Updating workflows : tests - set mypy==0.910
* fix: linting
* Fixing Linting (#1062)
* Updating code : fixing linting
mypy message = Too many arguments for <lambda>
* Updating workflows : allow newest mypy version
* Updating code : apply black
* Updating code : black
* fix: updated predict controller help to match stocks
* Ux: portfolio (#1063)
* First step of portfolio UX
* Add all broker controllers to UX stuff
* UX Improvement for PO
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* UX Improvement for resources (#1064)
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* UX: stock/bt (#1065)
* UX: stocks>qa (#1068)
* fix mypy lambda
* skip tests for now
* remove unused paths.py
* rename tests/simulator to tests/e2e
* refactor options/screener menu
* UX : move `gst` files location
* fix stocks_controller
* UX upgrade of the Forex menu (#1048)
* Add basic forex menu test
* Add forex routes to terminal paths
* Remove commands from paths because they're not menus
* WIP Refactor forex controller
* refactor crypto controller
* Remove commented code
* Improve user output with printed text
* Add "help" back to the list of choices
* Enable the command queue for the forex controller
* refactor crypto/defi controller
* Fix candle chart blocking the terminal
* Black
* Return help and reset to the list of known args
* added simple test and fixes not returning queue in commands
* Add currency codes loading to the av_model
* Return the queue in edge cases (when commands don't process)
* Split select into to and from to enable autocompletion
* Style text output
* Stop printing help after the execution of every command
* Update test scenarios
* Black
* fix: converted top to limit arguments
* fix: refactor disc controller, updated docs
* Delete oanda the old view file that was moved into the oanda menu
* fix: refactor dd_controller and docs
* fix: refactor nft controller and docs
* fix: pass test temporarily, onchain controller refactor, docs
* fix: overview controller refactor, fix quit command
* fix: linting issues
* fix: refacot ta controller
* fix: refactor pred controller
* fix: linting
* fix: crypto controller
* fix: added tests, updated all controlers
* fix: menu print renamed from stocks to crypto controller, added tests
* fix: fix faster function execution
* Implement basic UX improvement of the oanda controller
* Update the forex controller
* Fix annoying pylint C0201 error
* Add latest convention changes to the forex controller
* fix: renamed commands to long format
* fix: added load on dd
* Merge the latest updates of the controller design
* fix: added autocompletion in all commands with argument choices
* fix: linting
* fix: linting
* fix: updated predict controller help to match stocks
* Update the forex menu e2e test scripts
* Add check_non_negative_float helper
* Update the controller with the latest changes to the convention
* Update the currency pair loading mechanism
* Move data models logic to the models file
* Update update oanda views to be interact with the models
* Upgrade oanda controller
* Remove raw stocks ba and eda code from the forex menu
* Update "help wanted" banner for ba and eda in forex menu
* Remove remainders of stocks ba and eda from forex context
* Improve typing, docstrings and error messages
* Remove stocks ba and eda code that was merged from other ux branches
* Add fixes that prevented incorrect argument handling
* Remove -argument from the candles call
If there is an expected agr `-g` and you put an incorrect argument
`-argument` the difflib will interpret `argument` as `g`
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: Didier Rodrigues Lopes <dro.lopes@campus.fct.unl.pt>
* fix reset for menus that require ticker
* UX improvement on research menu
* skip insider controller test
* initial refactoring of insider_controller
* improve insider controller ux part 2
* finish refactoring ins controller ux menu
* fix bug of when commands in queue have args
* skip test
* comment test stuff
* UX: stocks>qa (#1071)
* refactor return self.queue
* fix return None
* minor fix
* minor tabulate fix
* Get rid of leading '/' in terminal and add some newlines on quits. (#1074)
* Get rid of leading '/' in terminal and add some newlines on quits.
* print crypto help on menu entry
* looks like a format issue here...
* newlines on quit
* remove unnecessary line break
* fix pylint issue
* refactor
* refactor
* allow portfolio optimization to quit context
* add exit at end of scripts
* improve dd_controller
* test ux in stocks/dd menu
* Ux upgrade for reports context (#1075)
* Refactor reports and upgrade them with the latest controller convention
* Add test scenarios for the reports context
* test ux stocks/ta
* ux branch scripts/ta
* improvement on main param
* Upgrades for the UX upgrade for the fa and fa/fmp menus (#1076)
* Change --num to --limit
* Remove inconsistent/unreliable functions from the choices list
* Improve docstring compliance with numpy doc format
* Fix hardcoded class id in dcf scrapper
* Fix annoying pylint error in discordbot that was blocking the hook
* Add test scenarios for the fa and fa/fmp menus
* Fix forgotten replacement of --num to --limit
* Fix tests
* Return some excluded commands to the choices list
* Fix dd report to reflect the updates
* Fix set function not returning the queue
* Update gst test files
* fix exit on ca from another submenu
* fix changes of options/screener
* fix dps controller
* fix fa when running out of AV calls
* Fix TVL plot locking interpreter during defi test
* Add exception handling for broken coingecko scrapper
* skip fa/av test that fails
* fix dps tests
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
