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137 Commits

Author SHA1 Message Date
jmaslek
eb6d3ff8ac Add cramer recommendations (+ inverse :) ) (#1427) 
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
 2022-03-02 11:42:33 -05:00
didierlopes.eth
6c6fcd312c Line custom markers to highlight events of interest (#1423) 
* add gst letters only

* highlight events on qa/line

* update hugo

* add number to markers
 2022-02-28 11:39:08 +00:00
northern-64bit
884bb82fb5 Adding risk metrics to portfolio and qa (#1394) 
* Adding es to qa and var to portfolio

* Fixing mathematics

* Adding es command to portfolio menu

* Linting

* Fixing tests

* Lint fixes

* lint fixes

* Adding hugo, tests and small fixes

* Fixes

* Fix mypy + portfolio model

Co-authored-by: jmaslek <jmaslek11@gmail.com>
 2022-02-25 13:02:01 -05:00
jose-donato
a5848af908 Crypto heatmaps (#1416) 
* added hm feature

* updated requirements

* updated tests

* updated tests

* updated charts convention and removed duplicated autocompletion

* added percentage

* lint

Co-authored-by: jmaslek <jmaslek11@gmail.com>
 2022-02-25 12:15:50 +00:00
jmaslek
88ff92af69 extra ref in main (#1401) 2022-02-20 18:49:47 -05:00
Jeroen Bouma
135eedb8d9 Fix main.yml (#1400) 
* Update _index.md

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* This is not a function on CA

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* This command does not exist on CA

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* Type in dcf help text

* Missing the index on dividends function

* Update _index.md

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* Missing index

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* Fix missing index

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* Fix missing index

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* doesn't exists

The command 'disp' doesn't exist on the /stocks/options/ menu.

2022 Feb 16, 08:49 (✨) /stocks/options/ $ disp
usage: options {calc,yf,tr,info,pcr,load,exp,vol,voi,oi,hist,chains,grhist,unu,plot,parity,binom,vsurf,greeks,payoff,pricing,screen,cls,home,h,?,help,q,quit,..,exit,r,reset}
options: error: argument cmd: invalid choice: 'disp' (choose from 'calc', 'yf', 'tr', 'info', 'pcr', 'load', 'exp', 'vol', 'voi', 'oi', 'hist', 'chains', 'grhist', 'unu', 'plot', 'parity', 'binom', 'vsurf', 'greeks', 'payoff', 'pricing', 'screen', 'cls', 'home', 'h', '?', 'help', 'q', 'quit', '..', 'exit', 'r', 'reset')

The command 'disp' doesn't exist on the /stocks/options/ menu.

2022 Feb 16, 08:49 (✨) /stocks/options/ $

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* Update and rename website/content/common/quantitative_analysis/data/_index.md to website/content/common/quantitative_analysis/raw/_index.md

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* Black formatting

* Update _index.md

* Update _index.md

* small ba edits

* black formatting code

* Update _index.md

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* black formatting code + mc axes

* Update _index.md

* Update _index.md

* Update _index.md

* regression

* regression

* Update _index.md

* codespell

* codespell

* flake8 fix

* Fix main.yml

* Add sia commands

Co-authored-by: Jeroen Bouma <jeroenbouma@MacBook-Pro-van-Jeroen.local>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
 2022-02-20 13:16:37 -05:00
Jeroen Bouma
3c9c2b9223 Complete check on Hugo Documentation (#1358) 
* Update _index.md

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* This is not a function on CA

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* This command does not exist on CA

* Update _index.md

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* Type in dcf help text

* Missing the index on dividends function

* Update _index.md

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* Missing index

* Update _index.md

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* Fix missing index

* Update _index.md

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* Fix missing index

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* doesn't exists

The command 'disp' doesn't exist on the /stocks/options/ menu.

2022 Feb 16, 08:49 (✨) /stocks/options/ $ disp
usage: options {calc,yf,tr,info,pcr,load,exp,vol,voi,oi,hist,chains,grhist,unu,plot,parity,binom,vsurf,greeks,payoff,pricing,screen,cls,home,h,?,help,q,quit,..,exit,r,reset}
options: error: argument cmd: invalid choice: 'disp' (choose from 'calc', 'yf', 'tr', 'info', 'pcr', 'load', 'exp', 'vol', 'voi', 'oi', 'hist', 'chains', 'grhist', 'unu', 'plot', 'parity', 'binom', 'vsurf', 'greeks', 'payoff', 'pricing', 'screen', 'cls', 'home', 'h', '?', 'help', 'q', 'quit', '..', 'exit', 'r', 'reset')

The command 'disp' doesn't exist on the /stocks/options/ menu.

2022 Feb 16, 08:49 (✨) /stocks/options/ $

* Update _index.md

* Update _index.md

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* Update and rename website/content/common/quantitative_analysis/data/_index.md to website/content/common/quantitative_analysis/raw/_index.md

* Update _index.md

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* Black formatting

* Update _index.md

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* small ba edits

* black formatting code

* Update _index.md

* Update _index.md

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* Update _index.md

* black formatting code + mc axes

* Update _index.md

* Update _index.md

* Update _index.md

* regression

* regression

* Update _index.md

* codespell

* codespell

* flake8 fix

Co-authored-by: Jeroen Bouma <jeroenbouma@MacBook-Pro-van-Jeroen.local>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
 2022-02-20 13:40:58 +00:00
jose-donato
5f5c596ed1 fixes stuff related to hugo server (#1374) 2022-02-16 10:44:09 +00:00
minhhoang1023
a66ff41de4 Add Luna cir supply command from Smartstake (#1289) 
* 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

* Add luna cir.supply from smartstake

* Add tests and instructions to get token

* Add tests

* Add Hugo server

* Mock key and token

* Add Smartstake to key controller

* Mock key and skip test module

* Skipp model test

Co-authored-by: Minh Hoang <minh@Minhs-MBP.Home>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
 2022-02-15 11:22:56 +07:00
Jeroen Bouma
cf37111b7f Website fix sia (#1345) 
* Adjust SIA commands accordingly

* Remove old pages

Co-authored-by: jmaslek <jmaslek11@gmail.com>
 2022-02-10 09:39:35 -05:00
Danglewood
1ab915f1bc Replaced missing word (#1343) 
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
 2022-02-10 08:50:34 -05:00
Jeroen Bouma
8625ad3679 Add StockAnalysis (multi-year) to the Sector & Industry Analysis menu (#1341) 
* 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
 2022-02-10 11:51:01 +00:00
Danglewood
68d9cc1efb Adds Discord Bot to Hugo Server Documentation (#1336) 
* 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
 2022-02-09 00:27:44 +00:00
jmaslek
499e068345 Remove unkept rtearn (#1330) 
* Remove rtearn

* hugo
 2022-02-07 21:19:22 -05:00
didierlopes.eth
b425f14cdf Add tradingview command to ta controller (#1320) 
* add tradingview command to ta controller

* typo

* fix tests

* hugo docs

* Update _index.md
 2022-02-06 17:51:42 +00:00
jmaslek
2a998a5a41 Portfolio class (#1280) 
* 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>
 2022-02-02 15:20:05 -05:00
northern-64bit
2e7b48fe85 Adding VaR and Adjusted VaR (#1269) 
* 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>
 2022-02-01 12:43:30 +01:00
minhhoang1023
d8b4fc0026 Add check_supported and trending endpoint from Sentiment Investor (#1262) 
* 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>
 2022-01-28 17:05:44 -05:00
Colin Delahunty
e5fbc4de70 Improve Jupyter and API (#1274) 
* Added no-input option

* Added test for gst

* Removed export

* Added options URL
 2022-01-27 21:43:01 -05:00
Colin Delahunty
c5393e0875 Bankruptcy Scores (#1271) 
* Refacotred and expanded analytics

* Updated tests

* Updated hugo

* Updated tests
 2022-01-27 11:56:53 -05:00
Colin Delahunty
2ad43f8a27 Added Greeks (#1254) 
* Added Greeks

* Added hugo

* Added test

* Added pylint fix

* Began rework

* Finishing touches

* James' final changes

Co-authored-by: jmaslek <jmaslek11@gmail.com>
 2022-01-25 20:32:16 -05:00
jose-donato
4501dfd442 Crypto features: Replace coingecko scrapping (#1156) 
* 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>
 2022-01-25 14:05:00 +00:00
jmaslek
a00192638b Danglewood/etf (#1261) 
* batch1

* batch2

* eft -> etf
 2022-01-25 09:51:55 +00:00
jmaslek
a7d25dced5 portfolio: Small feature + controller tests (#1246) 
* Small feature + controller tests

* update test after merge

* Website + bump down pandas

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
 2022-01-23 17:15:08 +00:00
Colin Delahunty
20db556b3c Added detailed description (#1233) 
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
 2022-01-23 14:20:16 +00:00
northern-64bit
0b01f8e8b8 Allocation Command (#1204) 
* 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>
 2022-01-21 23:20:54 -05:00
jmaslek
9ff9d1520d Add a FINRA shortdata dashboard (#1238) 2022-01-21 20:56:04 -05:00
jose-donato
ff2ddb7a91 Adds features to check crypto-related hacks (#1230) 
* 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
 2022-01-21 19:58:28 +00:00
jmaslek
ec400e46dd fix hugo (#1229) 2022-01-20 20:49:31 -05:00
Colin Delahunty
a799585d0f Options Chain Dashboard (#1226) 
* Began new

* Added chains

* Added documentation

* Enhancements

* removed black[jupyter]
 2022-01-20 19:22:50 -05:00
jose-donato
c70e78da3a Adds Blockchain source and two BTC commands (#1227) 
* adds blockchain source and two commands

* adds tests

* missing hugo yml

* added missing parameters
 2022-01-20 21:17:00 +00:00
Colin Delahunty
eb1c74f918 Vsurf Dashboard (#1209) 
* 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>
 2022-01-19 14:57:52 -05:00
jmaslek
6a66f3f3ed Custom data context (#1193) 
* 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>
 2022-01-19 10:45:56 +00:00
Colin Delahunty
a3d551105f DCF Refactoring and Improvements (#1198) 
* Refactored excel letter generation

* Updated error handling

* Refactored df creation

* Refactored sisters

* Refactored ratios

* Refactored worksheets

* Finished refactoring attributes

* Massively refactored add _ratios

* Slight changes

* refactored add_ratios

* Made DCF much more customizable

* Added market cap filtering

* Removed print

* Updated documentation

* Updated pylint issues

* Added pylint fixes

* Small bug fixes

* Test fixes

* Fixed tests

* Updated audit warning
 2022-01-18 13:11:27 -05:00
Colin Delahunty
b5a95a3ed2 Add Vsurf Z-index options (#1207) 
* Added z index options

* Dider changes
 2022-01-18 08:23:03 -05:00
jp
c37a116a25 Terra luna (#1197) 
* 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
 2022-01-17 18:47:59 +00:00
jmaslek
5499dad5c7 Add dividend calendar from nasdaq (#1189) 
* Add dividend calendar from nasdaq

* tests + hugo

* missed controller test

* gst file

* Add timeout idea and better print message

* fix divcal

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2022-01-15 16:58:00 -05:00
jose-donato
d334d5e087 Features(crypto): added new commands to defi menu (#1169) 
* 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
 2022-01-14 11:14:15 +00:00
jose-donato
4d26b3f7db Features (crypto): adds two features to Defi menu (#1180) 
* added new terra features

* removed wrong multiplication

* allow aterra without --address arg

* Updating tests : crypto/defi

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-01-14 09:30:25 +00:00
jmaslek
5a5c7193db Volatility surface (#1176) 
* Add a 3D volatility surface from yfinance data

* Update _index.md

* other tests
 2022-01-11 11:59:02 -05:00
jp
9d36f84ac6 Coindix (#1165) 
* 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
 2022-01-11 09:32:22 +00:00
jose-donato
a8e7a896d7 Feature (crypto): BTC rainbow chart (#1158) 
* added tests

* update colors

* replaces tests

* mock api key

* trying to fix tests

* added theo funcformatter to y ticks

* black lint
 2022-01-10 19:15:55 -05:00
jose-donato
18c3a4e5f6 Feature (crypto): Altcoin season index (#1155) 
* 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
 2022-01-08 11:17:40 -05:00
jose-donato
efab61a281 Crypto Tool: Calculate potential returns (#1146) 
* 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
 2022-01-07 09:53:54 -05:00
jose-donato
ea964109d6 Crypto menu refactor (#1119) 
* 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
 2022-01-07 10:06:13 +00:00
jmaslek
966cd3c6d5 New alternative data context + first sub context (Covid) (#1142) 2022-01-06 13:12:38 -05:00
jmaslek
891b51b26b Qa update (#1139) 
* 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
 2022-01-04 20:11:50 -05:00
jmaslek
f5b0dc8e7b Add prediction to economy/fred (#1133) 2022-01-04 14:10:40 -05:00
jose-donato
2117b5de6b fix darkmode issues (#1130) 2022-01-03 20:38:39 +00:00
jose-donato
8dacef0bf0 fix assets on hugo server and revert url (#1129) 2022-01-03 19:51:39 +00:00