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14 Commits

Author SHA1 Message Date
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
Jeroen Bouma
3c9c2b9223 Complete check on Hugo Documentation (#1358) 
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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

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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

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* small ba edits

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* black formatting code + mc axes

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* regression

* regression

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* 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
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
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
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
jose-donato
f9ac2e8b55 Improve hugo docs (#1113) 
* added gitignore to website, fix portfolio toggle and website path

* updating styles and homepage

* added index page, removed dark mode, updated styling

* fixed colors

* updated urls (removed /GamestonkTerminal after url)
 2022-01-03 19:25:35 +00:00
Didier Rodrigues Lopes
5797549c2f fix gh docs (#1108) 2021-12-29 16:24:14 +03:00
Danglewood
05889b9756 Updated Hugo Server for Portfolio Menu Refactor (#1104) 
* Updated menu tree for refactored portfolio menu

* updated for refactor

* no longer exists

* added menu screenshot

* updated description

* updated description

* added image

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* added screenshot

* updated description

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* added image
 2021-12-29 11:07:53 +00:00
Colin Delahunty
f3d6dd1db1 Added Report Text (#886) 
* Added basic paragraph

* Updated rmr with new format

* Added beta text

* Simplified get_rolling_beta

* Didier changes

* Removed advice and lowercased strings

* Didn't wait

* Fixed wording

* Added quantity multiplication

* Removed plot_ef, I don't think its operating properly

* wording changes, fixed beta

* Fixed cash error

* Added docstrings

Co-authored-by: Colin Delahunty <colindelahunty@Colins-Air.indiana.edu>
Co-authored-by: Colin Delahunty <colindelahunty@Colins-MacBook-Air.local>
 2021-11-03 12:30:43 -04:00
Colin Delahunty
0b6c52187b Portfolio Dataframe (#838) 2021-10-30 12:52:03 -04:00
Colin Delahunty
3e53bd908c Risk Free Line (#785) 
* began rf_line changes

* Continued risk-free

* Added rf optimal line

* Fixing commit issue

* Attempting to fix black

* Original James updates

* Added line to legend

* Fixed label and charting

Co-authored-by: Colin Delahunty <colindelahunty@Colins-MacBook-Air.local>
Co-authored-by: Colin Delahunty <colindelahunty@Colins-Air.indiana.edu>
 2021-10-05 21:15:17 +01:00
jmaslek
eafd65199b Major brokers refactor into separate menus (#754) 
* Major brokers refactor into separate menus

* Add portfolio export folder

* Added some extra commands from pyally

* Update coinbase account command

* poetry update + pin openpyxl to 3.0.7

* requirement files

* Update hugo server

* Clean hugo files

* Update _index.md

Add output to _index

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add output

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add output

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* Fix alpaca bug

* Fix hugo server + add to main menu
 2021-09-23 13:50:38 -04:00
DidierRLopes
595a94faf6 Updated Hugo Server (#752) 
* Push some changes towards updated Hugo Server

* More hugo server refactoring

* Update Hugo Server website with stock context and economy context

* Small bugs fixes

* Add ETF, options and PO to Hugo Server

* More bugfixes

* Add crypto hugo server

* Improve docs

* merge bugs fixed
 2021-09-16 18:43:42 +01:00
DidierRLopes
d6c4100635 Add structure for website (#722) 
* Add structure for website

* Update labels.yml
 2021-08-29 19:34:57 +01:00