* add mstarpy to new terminal version
* add mstarpy to new terminal version
* add mstarpy with poetry
* mapping country openbb convention and mstarpy iso
* empty dataframe if no assets
* remove investing command
* plot with parameters
* change source
* mstarpy in pyproject
* chnage poetry
* change poetry
* mstarpy key
* reformat with black
* spelling instantiated
* correct instantiate
* delete fo to pass codespell test
* correction flake8 test
* correction test mypy
* correction pylint
* pass mypy test
* correction test pylint
* remove mutable default value
* delete equity, comment, add sweden menu
* delete not used EXPORT_ONLY_RAW_DATA_ALLOWED
* delete not used investpy and yfinance view
* mstarpy 0.0.2
* minor changes to user msgs
* added countries to autocompletion
* hinting
* small change on load
* adjustments and deprecating investpy
* minor adjustment to also load country on reset
* removing forecasting as self.data is not popullated
* adjustments on sector
* minor adjustments
* fix tests
* fix tests
* improved swe functions
* plot display Nav
* united_states as default country
* mstarpy version 0.0.4
* adjustments
* dependencies
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* black everything
---------
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* quick fix to auto complete args
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Remove undesired example files
* Update the documentation for routines
* Add in video
* Add some additional text
* Add in a routines example that can be activated with --example
* Remove default old examples
* Add portfolio example holdings file
* Add portfolio optimization example allocation file
* Add example files for the portfolio menus
* Remove code that unintentionaly prints the home menu on every routine
* Add home instead of /
* Remove requirement to add file if you have an example
* Ensure portfolio/po/params also talks about docs correctly
* Move all routine, portfolio and screener presets to the correct folder
* Remove presets since they are moved
* Remove presets since they are moved
* Same implementation as for file in po
* Adjust code so it works with new folder
* Adjust code so it works with new folder
* Adjust code a little since I changed folder
* Update screener documentation to include how to create a screener
* Remove old readme
* Update documentation to better reflect where to find the files
* Also update SDK notes
* Update exe with auto complete and more info
* Add images
* Update images and the last script
* Update text to make it more apparent that it has an example attached
* Add section for routine scripts on home menu
* Make call_about more robust and add record and stop
* Update the routine markdown with info about record/stop including video
* Update scripts
* Update portfolio report
* Update tests and report
* fix small load bug
* rewrite help test
* last fix was buggy
* example by default
* fix po integration test
* keep example on arg
* adapt integration test
* fix portfolio integration test
* fix more portfolio integration tests
* pa is not an option anymore
* portfolio report choices only holdings
* update integration test for portfolio report
* Small formatting improvements
* Remove sleep and fix inconsistent return
* Some spelling
* oops
* Fix tests
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* basic logging for the login
* removing unused import
* hacking the logs custom filter to not filter the email
* black
* cooping with the new changes
* removing redundant method
* bump
* Update ALL the exports with sheet name option
* Update contributing too
* Add in sheet name to each docstring
* Update tests
* Fix the small things for tests
* Converting CONTRIBUTING.md back since I put minimal changes in and it complains
* Fix terminal exit after `--sort p/e` (#4013)
* fix scr sort exit
* rewrite unit test output
* rewind slash replace
* rewind slash replace
* fix regex
* rewrite expected scr tests
* black
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* fix: small typo (#4036)
* fix income comparison error (#4029)
* Update tests due to yfinance error
* I broke tests and fixed them
* Fix tests?
* Missed a few sheet name additions
* missed one more
* Fix some missing sheet_name parameters
* Fix a test I broke
* Update tests due to changes with sheet_name
* Update stocks and common
* Mutual funds just because
* Portfolio update
* Update Forecast
* Update Futures
* Update ETF
* Update Economy
* Update Crypto
* Update others
* Update documentation to explain --sheet-name
* It should be None test
* Add None for sheet_name since empty string can result in errors
* Formatting
* Fix tests
* Update documentation
* Also update the image
* Add back to options commands
Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* Re-solve the dependencies for optimization extras
* Remove unused reportlab helpers
* Update install from source and troubleshooting docs
* Fix typos found by cspell
* Prevent po menu from launching when optimization toolkit not installed
* Add optimization dependencies to default requirements.txt for the CI
* Add optimization toolkit installation to the CI
* Fix markdown linting
* Update CI test dependency installation for matrix tests
* Fix markdown linting
* Update source installation docs
* Clean up ToC in the main readme
* Update the SDK documentation
* Fix markdown linting after making readme sections linkable
* Fix more markdown linting
* Fix more markdown linting
* Update secrets detection with exclusion rules
* Bump detect-secrets configuration
* Tune secret detector
* Fix more markdown linting
* Add optimization toolkit install to installer GH actions
* Add optimization toolkit install to docker build
* Fix typos
* Add "all" extras setting to install torch and riskfolio
* Move forecasting dependencies to pyproject.toml
* Update CI build configs
* Update documentation to feature the "all" extra
* Lint markdown
* Update docs to specify requirement of having a C compiler
* Added log Id to codesigning steps in inteel Macos workflow
* Changed disk for the m1 macos build
* Changed disk for the m1 macos build
* Changed disk for the intel macos build
* taking out sigtool removal line
* Remove dev version number from pyproject.toml
* removing sigtool from all build steps
* changes to m1 build and commenting test_report_economy
* more m1 build changes
* testing exit on conda setup
* some more
* changing shell to bash to setup conda
* bash on lines
* bash on all lines
* small bash removals
* intel fix and test_crypto int test
* upgrading setupminiconda version
* adding back in intel conda init and reset
* intel removal of init
* taking bash back out from m1
* removing old codesign lines
* adding codesign specific binaries
* ssl fix for all terminal
* removing if installer
* various ssl fixes across commands
* fixing ssl mistake
* integration test changes
* Linting + remove comment
* Update poetry.lock
* Update requirements
* Update the docs to mention that PO is not working on arm arch
* Update deps to pin setuptools
* Disable reports on pyinstaller packaged version
* Update reports
* small grammar change for forecast report message
* Pin grpcio following introduced regression in 1.51.0
* Update docs to reflect changes in how optimization is installed
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
* Get rid of funds menu....for now
* Website + sdk
* GEt rid of website/sdk files
* GEt rid of website/termina/funds files
* rerun generate py twice. committing all
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* remove verbose on load
* Revert implementation of the verbosity setting in stocks controller
* Edit docstrings to comply with pydocstyle linting rules
* Fix typos in variable names and help text
* Add verbosity setting to forex load helper as it uses the stocks helper
* Update docstrings to comply with pydocstyle linting rules
* Update tests
* Fix test relying on local sources settings
* Remove old test cassettes
* Add new test data
* WIP: Fix futures tests
* Clean up test file
* Fix futures tests having a time component
* Fix futures model tests
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* start futures branch development
* small improvements
* display futures historical
* small improvement
* improve raw
* add curve command
* improve autocompleter
* styling
* add option to select expiry
* Two small things
* Add check that curve not empty
* improve plot and add description futures search
* add check for empty curve earlier on
* merge main
* fix black linitng
* black linting
* add ES to futures
* minor improvements
* Add docs
* Update _index.md
* Update _index.md
* fix crude oil exchange
* fix when dataframe has a single datapoint
* black linting
* add integrated test
* add futures tests
* add futures to SDK
* add tests
* pylint
* ordering
* fix tests
* fix tests
* fixed now?
* fix tests once and for all?
* tests
* helping out didier
* fix tests
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improve style of plots
* remove the blend which doesnt look nice in some machines
* remove translation for arguments to be coherent
* Add intro command
* add check to understand if its first time user to run intro by default
* intro doesnt require docs
* silly catch
* fix line length
* anoter lengthy line
* unused import
* unused import
* words
* allow to quit earlier
* style
* fix thing for u didi
* actual fix
* last try
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: james <jmaslek11@gmail.com>
* fixed integrated test test_stocks_ba.openbb
* fixed integrated test test_stocks_dd.openbb
* improved and centralised the check
* fix lint
* Docker : update ci + build files
* Docker : update build and CD
* Docker : update CD
* Docker : test
* Docker : test CD
* Docker : test CD
* Docker : rename `build.sh`
* Docker : tests CD
* Docker : test CD
* Docker : update CD + build
* Docker : fix CD
* Docker : fix CD
* Docker : build
* Docker : test CD
* Docker : CD
* Docker : CD
* Docker : test
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : build + CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : test CD
* Docker : build
* Docker : test CD
* Docker : build + cd
* Moving `scripts`
* Checkout `helper_funcs.py` from main
* Docker : remove test file with alpine
* fixing readme errors
* fixing missed readme errors
* Docker : build
* Logging : handle docker app name
* Docker : test CD
* Docker : cd
* Doc
* Doc
* Doc : linting
* Doc
* Docker
* Doc
* Fixing `terminal_controller`
* Linting
* Doc : fixing links
* Version 1.9.1
* Docker : fix name
* Doc : add volumes in command
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
* added console prints
* little refactor for degiro company news
* fixed message always showing even on login fail
* initial test with the api logs
* changes log_settings location in order to use it on the sdk; also, modified the actual settings logging to a json.dumps - in order to get a well formed json str
* added logger to the api
* adding decorator to the function as it's copied
* added arguments to the logging
* remove the double log_start_end decorator
* added func_name_override
* Revert "added console prints"
This reverts commit 61d8224e97.
* Revert "little refactor for degiro company news"
This reverts commit ca5239fa9e.
* Revert "fixed message always showing even on login fail"
This reverts commit 05793bff8b.
* added typing ignore
* fixed litting
* added logging of theme and keys
* added virtual path to the logging
* fix flake8
* fixing mypy
* removed predict from the settings
* changed the way we get the keys - after the keys controller pr was merged
* dict escaped to json str
* moved the settings logging for a different file
* added different logging for keys, configs and feature flags
* fixing typo
* removed locals - using directly the args and kwargs gives us the same
* fixed black
* solving conflicts
* fix linting
* removing unused import
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
