Commit Graph

172 Commits

Author SHA1 Message Date
Colin Delahunty
0c9a4fafc4 Nhits (#2779)
* Added nhits, updated docs

* Added nhits docs

* Updated docs image

* Added funot docs

* Fixed martin changes

* Added nhits tests

* Fixed hugo issues

Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
2022-10-11 12:03:28 -04:00
James Maslek
8f9481f735 Mpf log (#2774)
* Add --log option to candle charts

* fix website

* aha!  fix the scaling

* test

* Incorrect import
2022-10-11 15:15:46 +01:00
James Maslek
3324bff09f Add demark indicator to stocks/ta (#2773)
* Add demark indicator to stocks/ta

* tests and pylint

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-10-11 15:15:08 +01:00
James Maslek
abf6aa6e40 boop (#2772) 2022-10-11 00:12:56 +01:00
Wonhyeong Seo
a94699ab4e Order Documentation Navigation Sidebar Alphabetically (#2760)
* Order main.yml alphabetically

fix https://github.com/OpenBB-finance/OpenBBTerminal/issues/2685

* tosquash: add in missing entries

cryptocurrency 6
  overview 2
  due diligence 4
stocks 2 (comments)
empty-line 1

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-10-10 15:13:33 +01:00
jose-donato
4b4e86ad3b Integration with Shroom (#2367)
* adding shroom

* added more shroom functions

* temp commit

* temp commit

* updated to use helper

* added tvl

* added shroom to keys

* tests

* updated to match didier fixes

* little fix in the example

* adding tests with Mr.Donato

* fixing decorator for models

* fixed tests for model w Mr.Donato Mr.Delahunty and Mr.Sousa

* feat: added shroom to keys

* added integration test

* re run tests

* fixing pylint

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: @montezdesousa
2022-10-10 14:22:43 +01:00
DidierRLopes
7979b1fc07 Add 3 Token Terminal commands (#2447)
* add crypto/ov/fun

* add tokenterminal to dependencies

* update website content

* add to main.yml

* fix tests

* add tests

* Update _index.md

* Update _index.md

* fix tests

* fix test

* List hint added

* improve code based on Jose input

* fix tests

* requirements for token terminal

* add source and fix source bug

* some improvements

* colors bars

* fix dependencies

* update kaleido version

* update setuptools for pkg_resources

* replace pkg_resources by importlib_metadata

* Added fixes

* Fixed tests

* fix stuff for Josecas

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
2022-10-10 00:28:42 +02:00
martinb-bb
7fd72d9ee1 Forecasting Menu [Work in Progress] (#1933)
* Gave forecasting memory

* Fixed scripts, refactored

* FIxed poetry lock

* edge case check for forecast target

* Improved combine and load functionality

* Cleaned up translations

* Fixed issue with covariates

* Fixed issue checking covariates

* Another covariates check fix

* Ignored regr and linregr warnings

* Fixed covariate issues

* switched from forecasting to forecast

* Finished transition to forecast

* Can add entire dataset with one command

* Improved combine description

* Removed naming covariates

* Created new installation

* typo

* Make plot show dates if available

* Added better handling or users without the menu

* Removed unused file

* Fix

* Better handling for nontraditional datasets

* Fixed black and pylint

* Fixed tests

* Added darts install to main tests

* Working on darts with CI

* Added back test file

* Made large tables print better

* naive baseline

* typo

* Finished naive

* no dollar on prediction

* fixed positive MAPE bug

* quick refactoring

* Fixed two different args for same thing

* added extra patience

* linreg mape fix

* info fix

* Refactored API, bumped to Darts 0.21.0

* Added fixes

* Increased verbosity for wrong column

* Updated dependencies

* Hid warnings

* Fixed importing

* Fixed tests

* Fixed ugly seasonal plotting

* Fixed forecast line color

* Switched chart output to blue

* Simplified lambda_price_prediction_color

* fixed residuals

* Chnage

* Removed darts from CI per Chavi

* Added fixes to tests

* Added knnfix

* Fixed issue where n!= o

* Added changes

* Added changes

* Imrpoved forecast dash

* Added Theo notebook

* Added enhancements to dash

* Added notebook

* Added fix for jupyter lab

* Added debug stuff

* Change

* Updated docs

* Fixed formatting

* Fixed formatting

* Removed prints

* Filtered some info

* Added button to run model

* Improved api

* Added secret feautr (no peeking Martin)

* Cleaned code

* Fixed tests

* Added test fixes

* Added fixes

* Fixes

* FIxes for pres

* Remove bad tests

* Removed knn

* Fixed issues with removing mc

* doc for conda

* Added forecast improvements

* Added streamlit support

* Fixed issues

* fix expo with streamlit due to quantile()

* fixed performance issues with streamlit for now..

* clean up historical forecast with new trainer

* quick fix for regression trainer params

* Added fixes

* quick fix for other fix for regression trainer params

* table formatting for timestamp

* potential fix for inf in feature engineered datasets

* Basic working in new format

* dw

* Trying

* Fixed issues

* Improved graphing

* fixing trainer for LR and formatting

* doge and linting

* page break

* automatic cleaning of datasets

* automatic cleaning of datasets- fix

* Fixed forecast dates

* Made dashboard prettier

* Added fixes

* Added fixes

* Added options

* Fixed error

* remove caching

* adding in spinner

* Added vairable n_predict in streamlit

* Added mypy fix

* renaming and range change

* new index for n predict

* check positive float for window size

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* renaming

* reorg files

* Update _index.md

* hidden which command for versions

* Update _index.md

* Update _index.md

* which: ns parser

* hugo for: which

* hugo for: forecasting fix

* formatting black

* update stock controller test

* Lay groundwork for better residual plotting

* improved delete to allow for periods in title

* improved automatic cleaning of inf

* Added new API

* Added new API

* Added new API

* formatting for black

* Updated our testing CI

* Reverted changes

* Added forecast docs

* Fixed mypy issues

* Fixes tests

* Did some refactoring, added a report

* new api in streamlit

* Added integrated tests

* Update _index.md

* improved loading in custom dataset

* menu spacing

* installer fixes

* Added docs fixes

* Adding comments to test if commit working

* Fixed report

* naming conventions

* formatting

* removing unused var

* Made last report imporvements

* Update README.md

* Added fix

* Switched to warning

* Added fixes

* Added fixes

* Added fixes

* Added fixes

* Update economy av view test

* Remove forgotten print statement

* Update depencencies

* Added verbosity to pytest

* Added fixes

* Fixed pylint

* Fixed actions checkout

* Added fixes

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-10-08 14:54:43 +02:00
DidierRLopes
20b621211e replace ln and ld by search (#2710)
* replace ln and ld by search

* try to fix tests

* Fixing tests

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-10-05 10:24:24 +01:00
Colin Delahunty
390f834a0c Removed ford command (#2627)
* Removed ford command

* Fix hugo

* Fix tests

* Fixed test and hugo
2022-09-27 07:49:17 +02:00
Colin Delahunty
0b33cb45f8 Adds auto yaml generation (#2587)
* Began working on docs creator

* Added fixes

* More

* More

* Adding autogen_try.py for OpenBB API doc generation

* OpenBB API docs gen try

* Fixed

* Added fixes

* Added fixes

* subs -> sub

* Updated docs

* Updated docs

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-09-23 16:43:34 +01:00
jose-donato
0f23910e59 removed nftcalendar.io (#2540)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-13 22:47:02 +01:00
jose-donato
1bdaa03cdc Some docs improvements (#2528)
* some docs improvements

* small upd on link

* updated favicon

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-12 12:45:57 +01:00
James Maslek
f856a2f212 Add heatmap function to stocks disc (#2454)
* Add heatmap function

* Reinstalled black.  Weird

* fix export and lint

* fix test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-06 21:15:47 -04:00
montezdesousa
25c24ddb9e Updates website with degiro documentation (#2413)
* add degiro docs to website

* update main

* remove testing files from portfolios

* Delete .html

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-26 13:11:57 -04:00
Glauco Custódio
c341f46aac add bullrun.com.br as source for research (#2386)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-26 11:29:52 +01:00
jose-donato
d157ed0b2f Hugo docs (#2415)
* improve documentation page

* some updates

* small improvements

* small improvements

* small improvements

* fixes with rita

Co-authored-by: guanquann <tanguanquan@yahoo.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-08-25 17:46:50 -04:00
jose-donato
d399fce650 NFTs - added floor price and collections commands (#2375)
* added floor price and collections command

* added tests and docs

* updated to match minh requests

* updated tests

* added legend and images preview

* Fix tests

* Tests : nft

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-08-24 13:54:24 +01:00
Jalil F
a9a9b2b785 feat m: [Crypto/DD] Add Coinglass Liquidations (#2402)
* Add initial liquidations calls.

* Fix liquidation terminal call.

* Adding documentation.

* Update to correct docs.

* added stacked bars

* Adding new bar chart visualization to docs.

* revert helpers.

* linting

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
2022-08-23 18:30:18 +01:00
Colin Delahunty
1ca58d9cdd Changed cdebt to edebt with wording fixes (#2393)
* Changed cdebt to edebt with wording fixes

* Added text fix
2022-08-22 21:46:13 -04:00
Om Gupta
3a7401dfd0 Adds relative strength percentile to stocks/ta (#2302)
* Adds relative-strength percentile to stocks/ta

* allow exporting tables

* shifted from common to stocks and added tests

* added documentation

* added in nav bar

* fix test

* remove whitespace in docstring

* fix type error

* fix test

* fix tests

* test

* added tickers to a separate table

* add image to doc

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-08-22 14:54:08 +01:00
Colin Delahunty
ee0e1e9822 Country debt (#2311)
* Storing for now

* more

* added

* Added new feature

* Added fix to tests

* James changes

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-08-16 11:13:23 -04:00
montezdesousa
9ff9d121a8 Rename ecocal to events and fix categories filtering (#2268)
* fix investpy categories filter

* change ecocal to events

* update website doc

* rewrite menu help test

* update menu command description

* update main.yml

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-08-08 14:19:33 +01:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00
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
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
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
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
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
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
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
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
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
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
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
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
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
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
didierlopes.eth
0e3b62e143 Portfolio improvements (#1818)
* improve portfolio controller

* improve menu ux with disabling command when port or bench are not loaded

* allow custom reset with benchmark and portfolio loaded

* bench needs portfolio loaded to use start date, reflect that

* fix tests

* allow to see sum of a portfolio holdings

* add r-square to portfolio

* add skewness of data

* add kurtosis

* add stats

* allow perf command to select a period

* add yearly returns to cumulative return plot

* add individual rolling volatility

* add individual rolling sharpe

* add individual rolling sortino

* add individual rolling beta

* add period to cumulative returns

* clean up on aisle 5

* minor fix

* add volatility, sharpe ratio, sortino ratio and maximum drawdown ratio

* remove duplicated metrics

* check for portfolio and benchmark more modular

* fix tests

* remove sqrt(N) and N from sharpe and sortino calculations

* allow hold to export raw data from tail

* automatically add space before and after table

* add portfolio holdings in percentage

* fix relative dates to be more accurate

* refactor metric command to allow to select a metric of interest and check different periods

* fix cumulative return and implement new yearly return command

* add daily returns graph

* add distribution of daily returns command

* add monthly returns command

* add summary command with multiple metrics for a specific period

* calculate yearly (out)performance

* fix show

* rbeta with benchmark of 1

* improve mret style

* improve title of distribution

* improve volatility

* minor improvement in doc

* improve mret and yret

* tests

* update portfolio content on hugo docs

* fix ycrv hugo docs

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* fix issue

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-05-19 14:26:37 +01:00