Commit Graph

254 Commits

Author SHA1 Message Date
James Maslek
64d4f22753 Clenow Volatility Adjusted Momentum (#2180)
* Add this clenow volatility momentum thing

* Hugo + FIx controller

* clean up

* mypy fix

* Add to menu and dont show header

* menu testing

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-26 13:09:21 -04:00
northern-64bit
9034055c6f Fix portfolio metrics (#2116)
* Fix portfolio metrics

* Linting

* Fix beta calculation and thus jensens alpha

* Fix tests

* Fix linting

* Final linting

* Linting

* Add in table with info about the metrics

* Spelling

* Fixes everything mentioned

* Linting

* Final linting

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-26 15:05:01 +02:00
asymness
9f91cf8ae8 [Bugfix/TradeBalance] Fix parameter name for TradeBalance and handle 'null' response from EconDB API (#2179)
* Fix parameter name for Trade Balance

* Handle the case of 'null' response content with OK status code

* Change TBFR parameter name to TB in hugo docs
2022-07-26 13:23:35 +01:00
Alex Willis
a768e545a8 Added a Historical Beta Regression Plot (#2145)
* beta function initial commit

* Used pct returns instead of raw returns

* beta function initial commit

* Used pct returns instead of raw returns

* Moved beta from stocks/ca to stocks/qa

* Updated tests for stocks/qa/beta

* Added hugo docs page for stocks/qa/beta

* Updated beta docstrings and added graceful exit on bad ref ticker
2022-07-26 13:23:08 +01:00
Jeroen Bouma
f3a6a11788 Survey command and info, more documentation and bugfixes (#2174)
* Add survey command

* Add link to survey within docs

* Change exit message to include survey

* Grammar

* Little tiny mistake

* Add in documentation for settings, featflag and sources

* Details

* Add width and height

* Fix survey not working

* Add static method and change 2-minute

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-07-26 13:00:34 +03:00
jose-donato
cace78c242 Replace crypto exchange apis with CCXT (#2158)
* ccxt added

* updated text

* added docs, tests

* updated requirements

* didier requests
2022-07-26 10:04:44 +01:00
jose-donato
9d0bf694f6 Fix 2099 - add crypto funding rate (#2159)
* added funding rate feature to dd menu

* didier changes

* tests
2022-07-26 00:23:34 +01:00
James Maslek
66f05b83c0 Add chains via yahoo finance (#2176)
* Add chains via yahoo finance

* Fix existing tradier  test

* Update chains hugo

* test options controller

* business_insider_view tests

* test yfinance view
2022-07-25 22:47:46 +01:00
Vinnie117
37c3025382 Update GST to OpenBB in _index.md (#2157) 2022-07-24 19:20:07 +01:00
jose-donato
045168e5a2 Updates crypto load docs to match last load refactor (#2154)
* fix load docs

* fix vol days
2022-07-24 15:06:56 +01:00
DidierRLopes
0b0a4839a7 Update copy for docs on Why free (#2153)
* Make sec fillings link clickable in report

* update copy

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-24 12:07:25 +01:00
Pietro Monticone
69baae4889 Fixed a few typos (#2136) 2022-07-22 18:01:11 +01:00
Raphael Coelho
a26edfbfe3 Update _index.md (#2135) 2022-07-22 18:01:00 +01:00
Jeroen Bouma
0d90df7d63 Add in Portfolio Guide and update the Getting Started guide (#2118)
* Add in Portfolio Guide

* Update _index.md

* Remove images

* Grammar

* Add why free text and other details

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-22 12:19:23 +02:00
northern-64bit
64fcbc6acd Integrating the fmp submenu into the fa menu + plotting + ratios (#2102)
* Moving changes from previous pr to new branch with working tests

* Fix website

* Tests : stocks/fundamental_analysis

* stocks/fundamental_analysis/fa_controller : fix bug

* Fix requested changes

* Fix linting

* Fix warnings

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-21 09:21:11 +02:00
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