215 Commits

Author	SHA1	Message	Date
montezdesousa	e0be8cdacf	[Release] 4.2.2 (#6481) ... * add snowflake integration video (#6339) * [HotFix] Fix broken URLs in docs page. (#6368) * Fix broken URLs * use full URL to other docs pages. * [Release] 4.2.0 (#6422) * [Docs] Remove Reference to `to_chart` in OBBject. (#6096) * remove reference to to_chart in OBBject. * put chart description back in OBBject properties * [Feature] - Create openbb assets folder (#6101) * create openbb assets folder * fix unittest * rebuild --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099) * allow mixed utc offset in a tz-aware date column * enforce ascending from all providers for price.historical * fix tests * add comments and apply treatment to basemodel_from_df before JSON output * yfinance consistency * add unit test * add unit test * better test * ruff --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Update the quantitative extension to make more sense (#6087) * Split out a rolling submenu for the rolling functions * Make a performance and a stats submenu. * Test the statistics functions * lint * lint * dupe test * pylint * ruff * Try tests quick * black magic signature funcs * fix my custom tests * Fix the existing imports/urls * push the api update * okay I figured out whats going on * this should be all of them * Correct docstringing examples --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * [BugFix] Fix ECB Yield Curve (#6108) * fix ecb yield curve * standard model update * Update unit-test workflow to check for changes to openbb_platform (#6109) * [Bug fix] - Fix package mypy (#6110) * fix: package mypy * types * black * [Feature] - Equity router descriptions & examples (#6103) * feat: equity/calendar * feat: compare router * fix descriptions * darkpool + discovery * fix paragraph issues * fix descriptions * fundamental part 1 * fundamental part2 * transcipts * ownership * fix * price * shorts * Update darkpool_router.py * minor fix * shorts examples * examples * ruff * black --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Feature] - Add `exception_handler` decorator to static (#6112) * add exception handler decorator * add exception handler decorator code * updated static * rebuild to fix docstring indentation --------- Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * update extensions list (#6114) * add missing field descriptions to yfinance equity price historical (#6116) Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * remove charting extension env var (#6118) * [BugFix] Fix Company News (#6111) * fix company news * update tests * multiple symbols for polygon * don't include pageSize in Benzinga querystring, fixed as 100 * remove extra space * black * unused imports * make benzinga test cassette smaller * missing params * clear empty strings --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124) * allow multiple symbols in key_metrics from yfinance * field order thing * remove unnecessary function (#6125) * [Docs] Update OpenBB Copilot docs (#6106) * WIP: Tweak description. * WIP: Experimenting with react-player * WIP: Add copilot docs. * fixes videos width/height * WIP: Refine videos and copy. * WIP: Add last videos and sections. * Add bring-your-own-copilot section. * Tweak grammar. * Add copilot link. * Fix typos. --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120) * add data description for previous close * ..just the one * update the model tripped by this change --------- Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * added australia as a country also (#6131) * [Bug fix] - Fix regulator cik map standard model (#6129) * Fix regulator cik map standard model * fix description * Update cik_map.py * increase timeout to 30 (#6115) Co-authored-by: James Maslek <jmaslek11@gmail.com> * clean up some v3 deps (#6105) * clean up some v3 deps * forgot we need to do the requirements txt files * not sure it matters, but run ruff + black * am addicted to bug fixes --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * [Bug fix] - explicit multiple items docstring (#6127) * explicit multiple items docstring * rebuiild * rebuild again --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * [Feature] Pretty Pydantic `ValidationError` exceptions (#6130) * fix validator in fmp IndexHistorical model * make ValidationError pretty * modify arg error * linting fmp IndexHistorical * black * remove unused code * tmx etf info (#6132) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * [Feature] - Platform V4 Markdown Generator V2 (#6094) * add recent `openapi.json` * fix data types in models * removed `openapi.json` * set default date value as None in PolygonCurrencyPairs class * add function to generate reference.json file * reworked function to improve readability * reword function to add seo metadata * add functions for creating markdown sections * add code to extract data card markdown title * add additional functions for generating index and data models file * extract first sentence of the description for cards * code cleanup and documentation * linting * linting polygon models * add openbb import statement in create_reference_markdown_examples function * add POST method functions * cleanup; reworked generate_reference_index_files function * moved development section to 7th position in the sidebar * fix POST function params default value add standard flag to QueryParams and Data fields cleanup * add type expansion from package_builder.MethodDefinition * sort data models cards alphabetically make printing less verbose * make MAX_CARDS global display less content in cards in Commannds section * cleanup * Remove '_' from the cards under Commands section * " to ' in econometrics/causality * replace ' with " in ReferenceCard for reference dir index files * remove extra . from the quantile function description * shoutout to @deeleeramone for finding POST method description bug! * set correct value for standard field * handle BaseModel types in provider data fields * unit tests for the platform markdown generator v2 * yeet 'Default' and 'Optional' columns in the 'Data' section * last minute bug fix * add info for multiple symbols * make multiple items info same as platform static * organize sections properly * sort reference sub-directories alphabetically * extra space in 'OBBject extra' description * add type expansion for fields with multiple items POST method cleanup --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Docs] Adds Example Notebook for the Implied Earnings Move (#6128) * adds example notebook for the implied earnings move * remove commented out line --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * [Feature] - Sync with new openapi.json (#6137) * feat: create data tabs * fix: uncomment * fix: remove unecessary comment * sort side bar * comment * uncomment * use .dev functions.json + clean traverse * fix futures example * fix example * point to .co * Fix the v3 markdown generation workflow (#6138) * fix workflow * debug time * see if the docs generate at least * ahhhh i found it * getting there * put the test first * some keys cleanup * small change to error message * update functions.json (#6140) * fix intraday check in charting ta_class (#6119) Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * [BugFix] Display EconDB as source for macro (#6143) * [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142) * disable fetcher in init and fetcher tests * disable provider test params from equity python and api tests * updated static * add more examples into findSymbols (#6139) Co-authored-by: James Maslek <jmaslek11@gmail.com> * [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121) * fix etf holdings * linting * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/update xl docs (#6145) * remove print * update obb.get docs * example * md lint * fix get reference (#6147) * [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144) * move constant dicts to constants.py filter by start_date and end_date * black * black again again * Merge 'main' into 'develop' (#6151) * Release/3.2.4 (#5696) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * fix docs (#5646) * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * 3.2.3->3.2.4 * Changelogs * new changelog --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com> * Release/4.0.1 (#5840) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * fix docs (#5646) * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Release/3.2.4 (#5704) * 3.2.3->3.2.4 * Changelogs * new changelog * OpenBB Platform v4 (#5225) * change location * check something * add cache * fixed auth w/@IgorWounds and @montezdesousa * fixes for econometrics * include Darren auth suggestions * some routers included if dev + chg hub backend var * coverage router should not be here * update docker readme * forgot to check auth here * Change extension imports * update docstrings and readme * headers function wasnt being called, just referenced * relative import * econometrics add headers everywhere * Fix QA * Fix TA * Fix test * Fix python interface QA and TA * Lint * Cleanup * Change path * make the changes and some etf models * tests for command_runner * ruff * solving naming issues on pytest * Update some docstrings, fix typos and lint * solving econometrics instantiating wrong openbb * chaging the way pytest runs * messing around with the imports * ruff * Change template to add platform considerations (#5533) * change template to add platform considerations * @the-praxs suggestions * solving __pycache__ issue * removing typo * ci yml * making linters happy (i guess) * Improve Omega Ratio and docstrings * chaging pro validation hash * ruff * Fix OLS Summary and lint * Add OECD Provider for economy extension (#5534) * Add record to docs * update a couple of cboe models * Fix econometrics bugs. Make tests pass. Lint. * black * ruff * pydantic v2: remove deprecated Extra * pydantic v2: self.dict -> self.model_dump * revert pydantic * revert the revert * try 1: pin urllib3 < 2 * Revert "try 1: pin urllib3 < 2" This reverts commit 3736c311cb. * Revert dep * Fix * re-lock * Skip all tests when doing cspell in pre-commit * Resolve linter errors * Add OECD to install script * Add OECD * Resolve more linter errors * Exclude static files of v4 python from ruff * More linting * Another attempt to resolve even more linting errors * Change how Literal is used * ticker. symbol. consistent. @piiq * change ticker field in Stock Search to is_symbol * Update Cboe model for stocks_search -> is_symbol parameter. * Fix issue * Lint * Small QA to rename SDK to Platform (#5544) * SDK -> Platform in docs * renamed in core * renamed in openbb `init` * `sdk` variable renamed as `platform` --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * `validator` -> `field_validator` in standard models * Standard convention for multi-ticker symbols (#5549) * standardize symbol input param in forex and crypto historical data * static * linting * Fix stock_search integration test params * Update dependencies and linting on the CI (#5550) * Remove ruff and black from platform dependencies * Update codespell configuration * Lint python code * Add toml and tomli to root dev dependencies * Update requirements.txt files * Fix buggy docstring in python package methods (#5548) * fix buggy docstring for methods * remove space * fix typing * avoid name collision with validator * Revert "avoid name collision with validator" This reverts commit 8a30a44555. * typing * rebuild * python 3.8, ParamSpec not available * lint * ruff noqa * Merge with develop (#5551) * Charting extension integration tests (#5547) * initial proposal for integration tests on the charting extension * int tests for charting generation * python generator * ruff * boilerplate templates * python tests * tests for the api * using body instead so data don't get redefined * unit tests for coverage * ruff * docstrings * unnecessary access to keys() * Add trading economics economic calendar * dev install * Data Models disposition on the website (#5538) * pydantic v4 * flat structure * md files * Revert "md files" This reverts commit bd2170e2ad. * improve command descriptions * nice title and description * human readble data model names on left panel * implementation details section * content markdown files * markdown versioned files * showcase page * updates --------- Co-authored-by: tehcoderer <me@tehcoderer.com> * everything except tests * fix `datetime.date` import in fetcher test * modified url to remove `api_key` placeholder * record test * api key is called c here * fixed fetcher test for api key * recorded tests * refactor * life is ruff * codespell * Make Intrinio options chains great again (#5540) * add multithreading * cleanup * linting * use dateutil.parser * removed `TICKER_EXCEPTIONS` * modified `date` and `type` fields in standard model * set alias for `date` and `type` to match standards * static * static * Hotfix/fix post tests (#5555) * Fix econometrics * Fix ta * Fix qa. Remove intrinio to not be rate limited * Lint * Fix typo * obbject tests (#5558) * obbject tests * ruff * fix dev_install * fix unittests * black on nox * black on nox * nox * fix fetcher test so it can compare dates * fix intrinio tests * ruff * change to model_dum() instead (#5561) * Passing tests (#5560) * Passing tests * fix options * Fix most tests and bugs * fix forex missing params * make symbol upper in polygon fx pairs * fix fixedincome integration tests (#5564) * Fixing charting api integration tests (#5562) * fixing charting api integration tests * black * fix stocks less five API fails * fix the 5 failing stocks integration tests * recapture fmp stock news unit test * fix fmp forex api test * couple more forex integration fixes * changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change * ruff * fix ta * add missing param * fix testers for the api * fix globalnews to use images instead of image * remove unncessary pandas import * econcal int tests * update gitignore * fix get_querystring to support lists * add missing parameters --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Stock Historical standardization and UX improvements (#5457) * polygon add interval standard param * attempt at standardization * Alpha Vantage params standardization * rename `get_intervals` and fixed bug for extracting wrong value * missed changing it in `extract_data` * linting * polygon cleanup * modified `start_date` & `end_date` type to `datetime` from `dateType` * standardized intrinio stock historical params * fixed yfinance * linting * revert start and end date to dateType from datetime * fix alpha vantage * changed param * fix intrinio infinite loop * `validator` is `field_validator` * revert time params and fixed intervals * `outputsize` alias set in `Field` * set interval description using in-build dict * yfinance stock param standardization * static * intrinio cleanup * Polygon add api params as `PrivateAttr` * modified yfinance params to `PrivateAttr` * intrinio remove overriding date params * fixed description for AV adjusted param * fix alpha vantage intraday not working * re-record and pass unit tests * pass integration tests * Update test --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix econcal endpoint (#5567) * fix econcal for python interface * fix econcal tests * fix non supported json output * Fixes FMP index endpoint to get 1 day interval data (#5535) * fix FMP endpoint for getting index data for `1day` interval * fix `open` type to prevent validation error * modifed `validator` to `field_validator` * type of fields is `StrictFloat` * re-record and pass test * linting * `validator` -> `field_validator`, a3'd everything * Fix regression in tests. Lint * updating the integration test actions * Fix typo * Fix typo * Fix import * Publish versions `a3` to Pypi (#5568) * bump versions and script to publish * small improvements * uncomment exception * openbb * publishing guidelines * improve docs * add providers to economy api * make symbol required in stock_quote * Fix keys * Fix oecd * add comma * revert * Add quotes * Sleep * Improve tests * Improve * Feature/query transform (#5566) * inject query into transform_data * swap query and data * update missing fetchers * last test failing * sig test fetcher * black * av add `query` to `transform_data` call * transform_data: missing refactoring * fix uvicorn command in the doc * Automated examples (#5576) * Automated examples * Fix bug * Lint * static assets built on 3.8 * Revert "static assets built on 3.8" This reverts commit fb82ff7bd9. * remove assets * static assets on 3.8 * static assets on 3.8 * Wrap in quotes * Improve wrap * minor fix * rebuild 3.8 * Fix bug * Fix edge case * Lint * rebuild --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * use SecretStr for sensitive fields (#5578) * use SecretStr for sensitive fields * fix * docstring * Add tests for provider (#5583) * Add tests for provider * Test standard models * Lint * Fix standard model issues. Co-authored-by: @the-praxs * linting * `symbol` -> `is_symbol` in `economy.index_search` * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546) * add biztoc provider * duplicate field * black * request headers * recapture test * move stuff around * add integration tests * duplicate OECD entry in dev_install * duplicate entry for oecd in pyproject.toml * Add Biztoc to workflow * update readme: credentials * Add Preferences to README * improve tests * fix biztoc * obbject pylint * Bug fix: serializ SecretStr before dumping to json * export credentials as json (#5592) * Check for wrong, changed, or outdated params. (#5597) * Improving `economy.cpi` for the FRED data (#5602) * remove multiindex using coding magic * Update field descriptions --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Improve error message. * Improve * Test tests (#5607) * Test tests * Add test * 4.0.0a4 PyPI publishing (#5608) * changes to publish * fix mini conflict * typo * cleaned `descriptions.py` * fix description in `cpi.py` * Add ETF extension to v4 (#5609) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add ETF historical price from yfinance (#5610) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add etf historical price standard model and route * Add etf historical data from yfinance * Add unit tests * Fix linter error. Organize imports * Update test data * Revert common descriptions erased by CPI PR * remove `symbol` from data for `stocks.ca.peers` * Test docstrings (#5613) * Test docstrings * fix minor bugs w/@IgorWounds * static only w/@IgorWounds * fix `importance` param in `economy.econcal` * right static only w/@IgorWounds * Fix econcal and add tests to noxfile * fix econcal static * re-record --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Clean up the newly created ETF extension (#5611) * Add ETF to dev_install bundle * Add integration tests for openbb-etf * Patch integration test generator scripts to produce lintable code * Add py.typed markers for extensions * user preferences descriptions (#5593) * user preferences descriptions * typo * Feature/v4-sec-provider: Add SEC provider to V4 (#5556) * coerce string type, add default=None * add sec provider and FTD function * update description * ruff * data model definitions in standard model already * duplicate oecd entries in dev_install and pyproject * actually commit * integration test * add stock search to SEC * add company filings for SEC provider * integration tests * remove duplicated line * ruff * **kwargs in Transform Data * some helper functions for later * black * add helper for mutual fund and etf lookup * add some SEC lookup helpers to a new regulators extension * black * ruff * fix test param * take institution filter out of sec stock_search * ruff * remove URL that codespell doesn't like * add cik-to-ticker map * add litigations rss feed * make openbb-regulators a dependency of openbb-sec * add SIC search * improve ftd and remove BeautifulSoup from SEC dependencies * fix parsing the zip files pre-2009 * ruff * update descriptions * recapture ftd test * tests params * typo * change limit param to 1 in test_sec_stock_ftd * Add didiers to_records method (#5588) * Add didiers to_records * unused import * Bring back polars + do what igor suggested * Make the output consistent with what it was. * Black ? * spelling. oops. almost like we have a pre commit or something * Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618) * coerce string type, add default=None * add price_performance endpoint from FMP * black * extra period in docstring * ruff * forgot one file * Feature/ipo-calendar: V4 IPO Calendar (#5605) * coerce string type, add default=None * add intrinio ipo calendar * fix typo * sort __init__ * fix description * make requested changes * update test params * black * test updates * etf integration * Add disc router and WSJ provider * OBBject extensions (#5612) * changes to core * bug? * docstring * doc * Update credentials.py * fix model_dump * create extensions * fix docstring * doc * revert change query_exc * doc * fix container test * redirect obbject test patch * doc * rename method * move decorator to extension file * rename method extend_obbject * changes in creds model * avoid credential racing * doc * rename prop * doc * doc * remove comment * comment some code * free extension names * docstring * doc * docs * Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580) * coerce string type, add default=None * adds fmp to economic calendar and fixes some things with TE * ruff * etf integration test * missing provider for test * rename te cassette to economic_calendar * fix test * rename tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add stocks disc endpoints (#5630) * Add stocks disc endpoints * Explicit * Lint * Add tests * Bump timeout * Feature/disc router (#5616) * Add disc router and WSJ provider * Lint * Lint * Move endpoints under ETF router * Update etf_performance.py * Add ETF info and sector exposure from FMP (#5620) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Fix linter errors after the merge * Fix more linter errors * Fix failing and add missing tests * Fix integration tests * Fix calendar ipo tests * Add ETF holdings and holding report dates from FMP (#5629) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Add etf holdings and holdings date routes and standard models * Add fmp holdings and holding dates fetchers * Update holdings fetcher to properly handle date object inputs * Add unit tests * Add integration tests * Black after merge * Fix test input data format * Disc router for equities. (#5640) * Disc router for equities. * add tests * Bug fixes in financial statements (#5537) * `validator` to `field_validator` in standard models * Polygon add `ttm` to `period` param * Revert "Polygon add `ttm` to `period` param" * Polygon add `ttm` to param `period` * `EarningsCallTranscript` standard model removed `quarter` param * use `tag` instead of `name` for correct field name * fix url for intrinio income statement * modified intrinio cash flow `transform_data` function * set optional data fields and validate dates * fix insider trading not fetching recent data * linting * refactoring * refactoring * set param alias in fmp stock insider provider model * get all quarter data for intrinio * add `limit` param to `stocks.fa.ins` * refactoring and linting * removed additional comment * linting * re-recorded and fix tests * cash flow standard model field type to `StrictFloat` * Intrinio cash flow model fixed to get all quarters' data * linting * refactoring * financial statement standard model field type to `StrictFloat` * Intrinio financial statement model get all quarter data * set `period` type to `Optional[str]` * add `period` param to balance sheet provider models * add `period` param to cash flow provider models * use alias in model dump * remove `ttm` from `period` param * revamped intrinio financials * fixed incorrect description for `limit` param * modified tests for `balance`, `cash` and `income` * re-recorded tests * skipped intrinio financial statement fetcher tests * Add ETF county weighting command with FMP data (#5645) * Remove code that wrongfully infers the filing date as end of quarter * Add etf countries command with fmp data * Add countries command to etf router * Update sector and country weighting fmp models * Fix docstring typo * Add unit tests and update mock data * Add integration tests for etf.countries * Bring back missing integration tests * Fix economic calendar integration tests * fix missing data in intrinio financials * removed inutile params from Polygon financial statement models * Intrinio IPO overhaul * tests fixed and re-recorded * Add ETF holdings performance with FMP data (#5659) * Add etf holdings performance endpoint * Add tests * Fix failing polygon fetcher tests * Split long holdings lists into chunks and update test data * Change chunk length to 500 tickers * Add stock search from FMP (#5642) Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Feature/v4 pypi (#5579) * improvements to the publish script * move scripts * initial script that builds the package * adjustments on the docs * test pypi workflow * add hour and minute to version * black * ruff * duplicate file * moving files instead * build throught the script instead * update nox file * integration tests workflow * change workflow * fix dev_install * fix in sed cmd * testing the platform only * commenting out the publishing * fix run commands * improvements to the publish script and doc * fix publish script * updating the script and the workflow * feature/v4-pypi nightly (#5589) * init * Update nightly.py * cleanup * init file * not referencing dev_utils * updating obb platform key * revert * Increase warmup time * project name on pyproject and adding the --pre flag on readme * moving to the build folder * fix noxfile * reflecting the moves on the import statements * fix pyproject path * ruff * fix paths * fix super typo * update workflows * moving the pypi terminal files into its folder --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * economy.calendar nasdaq (#5628) * add quandl econcal * unittest * add integration tests * replace &nbsp * fix bug TE importance * small fix * remove stuff from quandl * add nasdaq provider * add nasdaq to install files * Update test_economy_api.py * test * quandl leftovers * remove quandl econcal test * lint * replace &nbsp * ruff * lint * update nasdaq gmt * validate countries * here * no need for this * fix calendar tests * static * static * remove error * static * readme + website * readme * remove changes TE * typo * fix unittest * fix tests * Update __init__.py * Update economic_calendar.py * revamped model and added helpers for date range --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672) * add nasdaq dividend calendar and move out of fundamental_analysis * black * ruff * add random-user-agent to pyproject.toml * add nasdaq ipo calendar * add nasdaq flag for SPO to IPO calendar * add spo test param * black * dividend test * fix transform_query - nasdaq_calendar_ipo * bring back different headers for ipo calendar * remove references to test * Add disc endpoints (#5660) * Add Quandl top retail * Add tests * Add Seeking Alpha * Add Filings * Change Provider * Fix test * Add dev_install * static * static correct * y u forget me * updated deps * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * using dev install (#5673) * Expanding the `fixedincome` menu (#5655) * models and fetcher * making the fetcher visible * std model * adding the command * improvements to the models * typo * adding the command * imrpovements to dwpcr * standard model for ecb int rates * adding the fetcher for fred * standard model of ice bofa * add ice_bofa command * ruff * ice bofa fetcher * moody std model * moody * std model * add cp command * unused import * cp * spot * ruff * hqm * tmc * ffrmc * tbffr * ruff * typing fixes * buggy dates * fred fetcher tests * ruff * adding ecb as a provider * adding new provider related stuff * adding the new command eu_ycvr * models * test for ecb fetcher * Feature/v4 fixedincome int tests (#5661) * integration tests * happy ruff * mini adjustment * ruff * typo * verbose type * fix tests * docstrings everywhere and an happy pydocstyle * fix tests * Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621) * add user preference for storing cached data * ruff * fix tests? * fix test key error..? * etf integration test fix * add cache dir to SEC * black * improve docs structure for V4 (#5586) * improve docs structure for V4 * moving over changes * Add Docs to the navbar * add some, re-order sidebar * fix sentence * add docs install to source instructions * insert a couple of links, fix a typo * big terminal docs usage revamps * improve toggle component for tutorials * get rid of TOCs for all terminal docs for consistency and simplicity * improve platform docs * improve bot docs content structure * remove index from bot docs * improve ON THIS PAGE to only display TOC if at least 1 element * make edit this page text and icon on same line * add author and date to docs * add basic syntax page to usage * sidebar order for usage section * move api start command to the top with the import python import * some install page additions * small improvement * refactor routines section * Update introduction-to-routines.md * Update pipeline-of-commands.md * Update introduction-to-routines.md * Update routines-for-power-users.md * Update community-routines.md * update keyboard hotkey macros * askobb page * Update askobb-feature.md * Update index.md * Update index.md * Update index.md * Update index.md * fix images * remove HeadTitle from all files where it exist * get rid of extra spacing in markdown * small update * small edit * need index at the start because of main path when homepage of docs * use openAI to create SEO for front matter on my behalf * remove table of content from sdk page * finish improving metadata SEO for SDK docs * update duplicate header * update HeadTitle to be more specific on product * remove index from bot telegram reference * delete duplicated title for platform reference * another update * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * start PR so screenshots can get attached via GitHub website * Update qa.md * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * Update crypto introduction.md * titles * another title * Update crypto dd.md * Update defi.md * Update disc.md * Update nft.md * Update onchain.md * Update ov.md * Update introduction.md updates URL * Update introduction.md add HeadTitle * Update ba.md * Update comparison.md * Update dark-pool-shorts.md * Update disc.md * fix docs (#5646) * Update fa.md * Update gov.md * Update ins.md * Update tradinghours.md * Delete website/content/terminal/menus/stocks/options/screener.md * Update Options introduction.md * Update screener head title * Update screener TOC * Update econometrics.md * Update economy head title * Update etf.md * codespell * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Contributing guidelines (#5615) * intro section * what's expected sections * improve sections * improve sections and move how to add a data point * moving qa under contributor * better intro * moving the sharing section * better expectations * small intro to the contributor guidelines * moving things under the contributor section * there is no pre commits on the platform yet * dependency management * best practices for extensions * typo * collapse options subfolder * codespell * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update fixedincome.md * url * Update forecast.md * Update settings.md (#5665) * Update forex.md * fix front matter (#5667) * Fix conflict markers that got into markdown during previous merges * Fix front matter list formatting * Fix typo * small thing * fix hyperlinks * Update .codespell.ignore * output_type options * Architectural considerations * Update sidebar to hide pro section by default * Minor copy changes * TET pattern * import statements * clarification on preferences * Minor copy changes * Lint markdown and python * fix: open index on collapsible root elements * remove old content * options title * Fix linting errors * Refactor sidebar label to url mapping condition --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Add multi-ticker support to etf_countries (#5670) * add multi-ticker support to etf_countries * remove commented-out lines * normalized percent points * percent -> percentage * Fix Nasdaq Econ Calendar Fetcher (#5668) * fix nasdaq econ cal request * more html tags * add random-user-agent to pyproject * another edge case - 24H -> 00:00 * Feature/v4-unusual-options: Adds unusual options endpoint. (#5677) * add unusual options fro Intrinio * test params * move sorting * Change type * update FMP fetcher to use the V4 endpoint (#5681) * Fix price performance not parsed correctly when there is only 1 ticker (#5678) * Add crypto search standard model and FMP data for it (#5679) * Apply renaming to news data (#5684) * inegration complete * reformatted for black * fix ruff issues * revised integration * changes to versions in pyproject.toml and updated lock files * Rename models * Update tests * Fix typos here and there * Update routers * Apply rename to ultima * Properly mock api key * Mock ultima api key --------- Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Feature/v4-market-snapshots: Adds full market snapshots (#5473) * add stocks market snapshots from fmp * add fmp fetcher test * unused imports * add polygon to market_snapshots * update fmp market_snapshots * black * pydantic2 things * updates * change validate_obj to model_validate * polygon cleanup * tests * descriptions * black * data description * minor adjustments, using less local variables, improving readability and removing pandas * better structure * minor adjustments * lint * fix int tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617) * coerce string type, add default=None * add polygon stock quote * limit cleanup * add greater/less than to params * limit param * black * tests * fix tests * test_etf * rename model and function to NBBO * add standard model for nbbo * improve standardization * not redifining builtin max * fix input params * integration test params * removing unused import Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * revamped code * re-recorded nbbo test * added symbol validator * added alias in field * Stock news -> Company news --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682) * merge quandl nd nasdaq * dev_install.py * test param name * economy python integration test * Add more input types to data processing commands (#5453) * adding more supported types to data processing commands * ruff * removing unused import * docstrings * data processing types covertion * data description * test filters * ruff * fix package builder tests * ruff * removing print * Add stocks/dps module (#5638) * short volume * pyproject missed * add sec short interest with days to cover * Add FINRA OTC endopoint * some tests * rest of unit tests * Integratin test scripts * dev install * linters caught by pre commit * lines too long * Last test files * maybe it needs a lock file? * thanks pratty * Maybe ill actually listen to pratty next time * sec test date freeze * I cant hit buttons * re record tests * tests 3 * Stockgrid test * regen int test * more testing * lint * moved these fns * dis killing me * one more test * last one * Update integration tests * Fix tests picking up wrong dps route --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename Forex to Currency (#5687) * restore fields as optional (#5686) * Rename Crypto (#5689) * added `crypto.price.historical` * static * fix tests * fix incorrect label * Move model from sec to finra (#5692) * Update toml * fixed deps * add openbb-etf lock file * cleanup * cleanup (#5694) * Rename Fixed Income (#5695) * Rename Fixed Income * Add routers * Rename stocks to equity (#5688) * Rename stocks folder * Rename openbb_stocks package * Rename routers * Reroute equity menu * Update routes based on feedback * StockNews -> EquityNews * StockInfo -> EquityProfile * Rename Equity calendars * Equity peers rename * Rename discovery * Rename fundamental * Rename price command models * Rename shorts * Update charting router * Fix seeking alpha upcoming release date * Fix linting errors * Update tests * Fix tests * Skip econometrics api tests because it's python only * Update integration tests and test data * Historical analyst estimates * Skip cboe options chain test. Unable to record vcr cassette * re-record cboe cassettes * Document CBOE unit test creation caveats --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Feature/files-for-igor: Adding a few standard models for Igor (#5699) * add some standard models for Igor * codespell * update descriptions * Add devtools metapackage (#5703) * Add openbb-devtools metapackage * adding devtools to the dev_install script --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Rename econometrics commands to be more verbose (#5702) * Expose command to model map (#5706) * Rename ta qa (#5708) * Rename ta folder * Rename ta to technical * Rename qa folder * Rename qa to quantitative * Rename the actual routes in quantitative * Equity cleanup (#5707) * cleanup * static * renaming to equity cc @the-praxs * Proof reading --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Don't enforce imperative for first word of the docstring * Remove ultima from default extensions * Rename `economy` and create `index` extension (#5705) * renamed economy and re-recorded tests * static * market indices * european indices * fred indices * index constituents * tests * correct package name * oops * static * linting * Move COT commands to regulators * Rename economy.list to available_indices * Rename GDP models and clean up * Fix charting tests * Drop _indices from available_indices command * Fix obbject to_dict test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename etf/disc (#5715) * Docs/v4-working-docs: PR to Work on V4 Docs (#5693) * Revert changes related to pydantic2 made into v3 code * Revert fred model changes in v3 * Revert pydantic2 databento model changes in v2 * Update some names and v3 lock file * Clean up openbb/package before the beta release * Platform publishing procedure (#5701) * update instructions * introducing the version script * publish message * fix platform path * reflecting version changes * getting version from installed packages instead * removing toml from dependencies * Changes to get `a7` out (#5697) * changes to get a7 out * etf menu on the pyproject.toml * poetry lock * bump `openbb-etf` to `a5` to match version * updated deps * removing ultima * removing references to a4 cc @the-praxs * Bump index menu version * poetry lock --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Update publishing instructions * Bump core dependencies in extensions and providers * Add changes to the publish script following the beta release * Update the versions in static extension map and openbb metapackage --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply… * Release/4.2.1 (#6456) * tmx etf info (#6132) Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * [Feature] - Platform V4 Markdown Generator V2 (#6094) * add recent `openapi.json` * fix data types in models * removed `openapi.json` * set default date value as None in PolygonCurrencyPairs class * add function to generate reference.json file * reworked function to improve readability * reword function to add seo metadata * add functions for creating markdown sections * add code to extract data card markdown title * add additional functions for generating index and data models file * extract first sentence of the description for cards * code cleanup and documentation * linting * linting polygon models * add openbb import statement in create_reference_markdown_examples function * add POST method functions * cleanup; reworked generate_reference_index_files function * moved development section to 7th position in the sidebar * fix POST function params default value add standard flag to QueryParams and Data fields cleanup * add type expansion from package_builder.MethodDefinition * sort data models cards alphabetically make printing less verbose * make MAX_CARDS global display less content in cards in Commannds section * cleanup * Remove '_' from the cards under Commands section * " to ' in econometrics/causality * replace ' with " in ReferenceCard for reference dir index files * remove extra . from the quantile function description * shoutout to @deeleeramone for finding POST method description bug! * set correct value for standard field * handle BaseModel types in provider data fields * unit tests for the platform markdown generator v2 * yeet 'Default' and 'Optional' columns in the 'Data' section * last minute bug fix * add info for multiple symbols * make multiple items info same as platform static * organize sections properly * sort reference sub-directories alphabetically * extra space in 'OBBject extra' description * add type expansion for fields with multiple items POST method cleanup --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * [Docs] Adds Example Notebook for the Implied Earnings Move (#6128) * adds example notebook for the implied earnings move * remove commented out line --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * [Feature] - Sync with new openapi.json (#6137) * feat: create data tabs * fix: uncomment * fix: remove unecessary comment * sort side bar * comment * uncomment * use .dev functions.json + clean traverse * fix futures example * fix example * point to .co * Fix the v3 markdown generation workflow (#6138) * fix workflow * debug time * see if the docs generate at least * ahhhh i found it * getting there * put the test first * some keys cleanup * small change to error message * update functions.json (#6140) * fix intraday check in charting ta_class (#6119) Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * [BugFix] Display EconDB as source for macro (#6143) * [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142) * disable fetcher in init and fetcher tests * disable provider test params from equity python and api tests * updated static * add more examples into findSymbols (#6139) Co-authored-by: James Maslek <jmaslek11@gmail.com> * [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121) * fix etf holdings * linting * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/update xl docs (#6145) * remove print * update obb.get docs * example * md lint * fix get reference (#6147) * [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144) * move constant dicts to constants.py filter by start_date and end_date * black * black again again * Merge 'main' into 'develop' (#6151) * Release/3.2.4 (#5696) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * fix docs (#5646) * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * 3.2.3->3.2.4 * Changelogs * new changelog --------- Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com> * Release/4.0.1 (#5840) * test * ultima description (#5541) * Updating showcase page (#5543) * updating showcase page * use sdk instead * add new bot command autopost docs (#5530) add new bot command autopost docs to docs.openbb.co Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/ultima improvements (#5553) * tweaks for monetization * fix linting issue * fix: Modify 'load' behavior to append data to existing sheet (#5503) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Fixed 'worksheet not found' error during export to an existing sheet * Changes: * Now if the sheet exists in the xlsx file it will ask the user if he wants to replace/append/create new sheet --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * added platform API integration test to Nightly build (#5571) * Add columns to `stocks/search` (#5565) * Add columns to `stocks/search` isin, cusip, figi, composite_figi, shareclass_figi * Update test_search[False].txt * Update test_search[True].txt * Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml * Create test_search.yaml --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * updating ultima urls (#5587) * fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591) * Update README.md (#5598) * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * fix docs (#5646) * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update settings.md (#5665) * fix front matter (#5667) * #5633 adding comma every 1000 (#5652) * #5633 adding comma every 1000 * pylint --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Hotfix/reports model render report sanitize inputs (#5669) * Adding more robust special character handling to create_output_path().Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299 * Running black linter on code to conform to OBB style guides. --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * hotfix/fix-gov-histcont: Fix #5650 - /stocks/gov/histcont (#5676) * fix histcont * some cleanup * remove sort line * 12-31 not 12-12 * columns_keep_types * remove space in regex (#5675) * Pin openai (#5685) * Clarified stocks/ta empty recom object message (#5468) * Clarified stocks/ta empty recom object message * black * lint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * improved market cap value extraction (#5169) * improved market cap value extraction * pylint --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Release/3.2.4 (#5704) * 3.2.3->3.2.4 * Changelogs * new changelog * OpenBB Platform v4 (#5225) * change location * check something * add cache * fixed auth w/@IgorWounds and @montezdesousa * fixes for econometrics * include Darren auth suggestions * some routers included if dev + chg hub backend var * coverage router should not be here * update docker readme * forgot to check auth here * Change extension imports * update docstrings and readme * headers function wasnt being called, just referenced * relative import * econometrics add headers everywhere * Fix QA * Fix TA * Fix test * Fix python interface QA and TA * Lint * Cleanup * Change path * make the changes and some etf models * tests for command_runner * ruff * solving naming issues on pytest * Update some docstrings, fix typos and lint * solving econometrics instantiating wrong openbb * chaging the way pytest runs * messing around with the imports * ruff * Change template to add platform considerations (#5533) * change template to add platform considerations * @the-praxs suggestions * solving __pycache__ issue * removing typo * ci yml * making linters happy (i guess) * Improve Omega Ratio and docstrings * chaging pro validation hash * ruff * Fix OLS Summary and lint * Add OECD Provider for economy extension (#5534) * Add record to docs * update a couple of cboe models * Fix econometrics bugs. Make tests pass. Lint. * black * ruff * pydantic v2: remove deprecated Extra * pydantic v2: self.dict -> self.model_dump * revert pydantic * revert the revert * try 1: pin urllib3 < 2 * Revert "try 1: pin urllib3 < 2" This reverts commit 3736c311cb. * Revert dep * Fix * re-lock * Skip all tests when doing cspell in pre-commit * Resolve linter errors * Add OECD to install script * Add OECD * Resolve more linter errors * Exclude static files of v4 python from ruff * More linting * Another attempt to resolve even more linting errors * Change how Literal is used * ticker. symbol. consistent. @piiq * change ticker field in Stock Search to is_symbol * Update Cboe model for stocks_search -> is_symbol parameter. * Fix issue * Lint * Small QA to rename SDK to Platform (#5544) * SDK -> Platform in docs * renamed in core * renamed in openbb `init` * `sdk` variable renamed as `platform` --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * `validator` -> `field_validator` in standard models * Standard convention for multi-ticker symbols (#5549) * standardize symbol input param in forex and crypto historical data * static * linting * Fix stock_search integration test params * Update dependencies and linting on the CI (#5550) * Remove ruff and black from platform dependencies * Update codespell configuration * Lint python code * Add toml and tomli to root dev dependencies * Update requirements.txt files * Fix buggy docstring in python package methods (#5548) * fix buggy docstring for methods * remove space * fix typing * avoid name collision with validator * Revert "avoid name collision with validator" This reverts commit 8a30a44555. * typing * rebuild * python 3.8, ParamSpec not available * lint * ruff noqa * Merge with develop (#5551) * Charting extension integration tests (#5547) * initial proposal for integration tests on the charting extension * int tests for charting generation * python generator * ruff * boilerplate templates * python tests * tests for the api * using body instead so data don't get redefined * unit tests for coverage * ruff * docstrings * unnecessary access to keys() * Add trading economics economic calendar * dev install * Data Models disposition on the website (#5538) * pydantic v4 * flat structure * md files * Revert "md files" This reverts commit bd2170e2ad. * improve command descriptions * nice title and description * human readble data model names on left panel * implementation details section * content markdown files * markdown versioned files * showcase page * updates --------- Co-authored-by: tehcoderer <me@tehcoderer.com> * everything except tests * fix `datetime.date` import in fetcher test * modified url to remove `api_key` placeholder * record test * api key is called c here * fixed fetcher test for api key * recorded tests * refactor * life is ruff * codespell * Make Intrinio options chains great again (#5540) * add multithreading * cleanup * linting * use dateutil.parser * removed `TICKER_EXCEPTIONS` * modified `date` and `type` fields in standard model * set alias for `date` and `type` to match standards * static * static * Hotfix/fix post tests (#5555) * Fix econometrics * Fix ta * Fix qa. Remove intrinio to not be rate limited * Lint * Fix typo * obbject tests (#5558) * obbject tests * ruff * fix dev_install * fix unittests * black on nox * black on nox * nox * fix fetcher test so it can compare dates * fix intrinio tests * ruff * change to model_dum() instead (#5561) * Passing tests (#5560) * Passing tests * fix options * Fix most tests and bugs * fix forex missing params * make symbol upper in polygon fx pairs * fix fixedincome integration tests (#5564) * Fixing charting api integration tests (#5562) * fixing charting api integration tests * black * fix stocks less five API fails * fix the 5 failing stocks integration tests * recapture fmp stock news unit test * fix fmp forex api test * couple more forex integration fixes * changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change * ruff * fix ta * add missing param * fix testers for the api * fix globalnews to use images instead of image * remove unncessary pandas import * econcal int tests * update gitignore * fix get_querystring to support lists * add missing parameters --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> * Stock Historical standardization and UX improvements (#5457) * polygon add interval standard param * attempt at standardization * Alpha Vantage params standardization * rename `get_intervals` and fixed bug for extracting wrong value * missed changing it in `extract_data` * linting * polygon cleanup * modified `start_date` & `end_date` type to `datetime` from `dateType` * standardized intrinio stock historical params * fixed yfinance * linting * revert start and end date to dateType from datetime * fix alpha vantage * changed param * fix intrinio infinite loop * `validator` is `field_validator` * revert time params and fixed intervals * `outputsize` alias set in `Field` * set interval description using in-build dict * yfinance stock param standardization * static * intrinio cleanup * Polygon add api params as `PrivateAttr` * modified yfinance params to `PrivateAttr` * intrinio remove overriding date params * fixed description for AV adjusted param * fix alpha vantage intraday not working * re-record and pass unit tests * pass integration tests * Update test --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> * Fix econcal endpoint (#5567) * fix econcal for python interface * fix econcal tests * fix non supported json output * Fixes FMP index endpoint to get 1 day interval data (#5535) * fix FMP endpoint for getting index data for `1day` interval * fix `open` type to prevent validation error * modifed `validator` to `field_validator` * type of fields is `StrictFloat` * re-record and pass test * linting * `validator` -> `field_validator`, a3'd everything * Fix regression in tests. Lint * updating the integration test actions * Fix typo * Fix typo * Fix import * Publish versions `a3` to Pypi (#5568) * bump versions and script to publish * small improvements * uncomment exception * openbb * publishing guidelines * improve docs * add providers to economy api * make symbol required in stock_quote * Fix keys * Fix oecd * add comma * revert * Add quotes * Sleep * Improve tests * Improve * Feature/query transform (#5566) * inject query into transform_data * swap query and data * update missing fetchers * last test failing * sig test fetcher * black * av add `query` to `transform_data` call * transform_data: missing refactoring * fix uvicorn command in the doc * Automated examples (#5576) * Automated examples * Fix bug * Lint * static assets built on 3.8 * Revert "static assets built on 3.8" This reverts commit fb82ff7bd9. * remove assets * static assets on 3.8 * static assets on 3.8 * Wrap in quotes * Improve wrap * minor fix * rebuild 3.8 * Fix bug * Fix edge case * Lint * rebuild --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> * use SecretStr for sensitive fields (#5578) * use SecretStr for sensitive fields * fix * docstring * Add tests for provider (#5583) * Add tests for provider * Test standard models * Lint * Fix standard model issues. Co-authored-by: @the-praxs * linting * `symbol` -> `is_symbol` in `economy.index_search` * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546) * add biztoc provider * duplicate field * black * request headers * recapture test * move stuff around * add integration tests * duplicate OECD entry in dev_install * duplicate entry for oecd in pyproject.toml * Add Biztoc to workflow * update readme: credentials * Add Preferences to README * improve tests * fix biztoc * obbject pylint * Bug fix: serializ SecretStr before dumping to json * export credentials as json (#5592) * Check for wrong, changed, or outdated params. (#5597) * Improving `economy.cpi` for the FRED data (#5602) * remove multiindex using coding magic * Update field descriptions --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Improve error message. * Improve * Test tests (#5607) * Test tests * Add test * 4.0.0a4 PyPI publishing (#5608) * changes to publish * fix mini conflict * typo * cleaned `descriptions.py` * fix description in `cpi.py` * Add ETF extension to v4 (#5609) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add ETF historical price from yfinance (#5610) * Add etf extension with search data model * Add FMP ETF search * Add fetcher tests * Add etf historical price standard model and route * Add etf historical data from yfinance * Add unit tests * Fix linter error. Organize imports * Update test data * Revert common descriptions erased by CPI PR * remove `symbol` from data for `stocks.ca.peers` * Test docstrings (#5613) * Test docstrings * fix minor bugs w/@IgorWounds * static only w/@IgorWounds * fix `importance` param in `economy.econcal` * right static only w/@IgorWounds * Fix econcal and add tests to noxfile * fix econcal static * re-record --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Clean up the newly created ETF extension (#5611) * Add ETF to dev_install bundle * Add integration tests for openbb-etf * Patch integration test generator scripts to produce lintable code * Add py.typed markers for extensions * user preferences descriptions (#5593) * user preferences descriptions * typo * Feature/v4-sec-provider: Add SEC provider to V4 (#5556) * coerce string type, add default=None * add sec provider and FTD function * update description * ruff * data model definitions in standard model already * duplicate oecd entries in dev_install and pyproject * actually commit * integration test * add stock search to SEC * add company filings for SEC provider * integration tests * remove duplicated line * ruff * **kwargs in Transform Data * some helper functions for later * black * add helper for mutual fund and etf lookup * add some SEC lookup helpers to a new regulators extension * black * ruff * fix test param * take institution filter out of sec stock_search * ruff * remove URL that codespell doesn't like * add cik-to-ticker map * add litigations rss feed * make openbb-regulators a dependency of openbb-sec * add SIC search * improve ftd and remove BeautifulSoup from SEC dependencies * fix parsing the zip files pre-2009 * ruff * update descriptions * recapture ftd test * tests params * typo * change limit param to 1 in test_sec_stock_ftd * Add didiers to_records method (#5588) * Add didiers to_records * unused import * Bring back polars + do what igor suggested * Make the output consistent with what it was. * Black ? * spelling. oops. almost like we have a pre commit or something * Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618) * coerce string type, add default=None * add price_performance endpoint from FMP * black * extra period in docstring * ruff * forgot one file * Feature/ipo-calendar: V4 IPO Calendar (#5605) * coerce string type, add default=None * add intrinio ipo calendar * fix typo * sort __init__ * fix description * make requested changes * update test params * black * test updates * etf integration * Add disc router and WSJ provider * OBBject extensions (#5612) * changes to core * bug? * docstring * doc * Update credentials.py * fix model_dump * create extensions * fix docstring * doc * revert change query_exc * doc * fix container test * redirect obbject test patch * doc * rename method * move decorator to extension file * rename method extend_obbject * changes in creds model * avoid credential racing * doc * rename prop * doc * doc * remove comment * comment some code * free extension names * docstring * doc * docs * Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580) * coerce string type, add default=None * adds fmp to economic calendar and fixes some things with TE * ruff * etf integration test * missing provider for test * rename te cassette to economic_calendar * fix test * rename tests --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add stocks disc endpoints (#5630) * Add stocks disc endpoints * Explicit * Lint * Add tests * Bump timeout * Feature/disc router (#5616) * Add disc router and WSJ provider * Lint * Lint * Move endpoints under ETF router * Update etf_performance.py * Add ETF info and sector exposure from FMP (#5620) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Fix linter errors after the merge * Fix more linter errors * Fix failing and add missing tests * Fix integration tests * Fix calendar ipo tests * Add ETF holdings and holding report dates from FMP (#5629) * Add ETF info from FMP * Add integration tests * Add unit tests * Add etf sectors endpoint * Add etf sectors fmp endpoint * Omit nested sector list from fmp info data * Update tests and test data * Update test data * Specify provider explicitly in integration tests * Update tests * Skip yfinance etf historical test * Add etf holdings and holdings date routes and standard models * Add fmp holdings and holding dates fetchers * Update holdings fetcher to properly handle date object inputs * Add unit tests * Add integration tests * Black after merge * Fix test input data format * Disc router for equities. (#5640) * Disc router for equities. * add tests * Bug fixes in financial statements (#5537) * `validator` to `field_validator` in standard models * Polygon add `ttm` to `period` param * Revert "Polygon add `ttm` to `period` param" * Polygon add `ttm` to param `period` * `EarningsCallTranscript` standard model removed `quarter` param * use `tag` instead of `name` for correct field name * fix url for intrinio income statement * modified intrinio cash flow `transform_data` function * set optional data fields and validate dates * fix insider trading not fetching recent data * linting * refactoring * refactoring * set param alias in fmp stock insider provider model * get all quarter data for intrinio * add `limit` param to `stocks.fa.ins` * refactoring and linting * removed additional comment * linting * re-recorded and fix tests * cash flow standard model field type to `StrictFloat` * Intrinio cash flow model fixed to get all quarters' data * linting * refactoring * financial statement standard model field type to `StrictFloat` * Intrinio financial statement model get all quarter data * set `period` type to `Optional[str]` * add `period` param to balance sheet provider models * add `period` param to cash flow provider models * use alias in model dump * remove `ttm` from `period` param * revamped intrinio financials * fixed incorrect description for `limit` param * modified tests for `balance`, `cash` and `income` * re-recorded tests * skipped intrinio financial statement fetcher tests * Add ETF county weighting command with FMP data (#5645) * Remove code that wrongfully infers the filing date as end of quarter * Add etf countries command with fmp data * Add countries command to etf router * Update sector and country weighting fmp models * Fix docstring typo * Add unit tests and update mock data * Add integration tests for etf.countries * Bring back missing integration tests * Fix economic calendar integration tests * fix missing data in intrinio financials * removed inutile params from Polygon financial statement models * Intrinio IPO overhaul * tests fixed and re-recorded * Add ETF holdings performance with FMP data (#5659) * Add etf holdings performance endpoint * Add tests * Fix failing polygon fetcher tests * Split long holdings lists into chunks and update test data * Change chunk length to 500 tickers * Add stock search from FMP (#5642) Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Feature/v4 pypi (#5579) * improvements to the publish script * move scripts * initial script that builds the package * adjustments on the docs * test pypi workflow * add hour and minute to version * black * ruff * duplicate file * moving files instead * build throught the script instead * update nox file * integration tests workflow * change workflow * fix dev_install * fix in sed cmd * testing the platform only * commenting out the publishing * fix run commands * improvements to the publish script and doc * fix publish script * updating the script and the workflow * feature/v4-pypi nightly (#5589) * init * Update nightly.py * cleanup * init file * not referencing dev_utils * updating obb platform key * revert * Increase warmup time * project name on pyproject and adding the --pre flag on readme * moving to the build folder * fix noxfile * reflecting the moves on the import statements * fix pyproject path * ruff * fix paths * fix super typo * update workflows * moving the pypi terminal files into its folder --------- Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * economy.calendar nasdaq (#5628) * add quandl econcal * unittest * add integration tests * replace &nbsp * fix bug TE importance * small fix * remove stuff from quandl * add nasdaq provider * add nasdaq to install files * Update test_economy_api.py * test * quandl leftovers * remove quandl econcal test * lint * replace &nbsp * ruff * lint * update nasdaq gmt * validate countries * here * no need for this * fix calendar tests * static * static * remove error * static * readme + website * readme * remove changes TE * typo * fix unittest * fix tests * Update __init__.py * Update economic_calendar.py * revamped model and added helpers for date range --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672) * add nasdaq dividend calendar and move out of fundamental_analysis * black * ruff * add random-user-agent to pyproject.toml * add nasdaq ipo calendar * add nasdaq flag for SPO to IPO calendar * add spo test param * black * dividend test * fix transform_query - nasdaq_calendar_ipo * bring back different headers for ipo calendar * remove references to test * Add disc endpoints (#5660) * Add Quandl top retail * Add tests * Add Seeking Alpha * Add Filings * Change Provider * Fix test * Add dev_install * static * static correct * y u forget me * updated deps * static --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * using dev install (#5673) * Expanding the `fixedincome` menu (#5655) * models and fetcher * making the fetcher visible * std model * adding the command * improvements to the models * typo * adding the command * imrpovements to dwpcr * standard model for ecb int rates * adding the fetcher for fred * standard model of ice bofa * add ice_bofa command * ruff * ice bofa fetcher * moody std model * moody * std model * add cp command * unused import * cp * spot * ruff * hqm * tmc * ffrmc * tbffr * ruff * typing fixes * buggy dates * fred fetcher tests * ruff * adding ecb as a provider * adding new provider related stuff * adding the new command eu_ycvr * models * test for ecb fetcher * Feature/v4 fixedincome int tests (#5661) * integration tests * happy ruff * mini adjustment * ruff * typo * verbose type * fix tests * docstrings everywhere and an happy pydocstyle * fix tests * Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621) * add user preference for storing cached data * ruff * fix tests? * fix test key error..? * etf integration test fix * add cache dir to SEC * black * improve docs structure for V4 (#5586) * improve docs structure for V4 * moving over changes * Add Docs to the navbar * add some, re-order sidebar * fix sentence * add docs install to source instructions * insert a couple of links, fix a typo * big terminal docs usage revamps * improve toggle component for tutorials * get rid of TOCs for all terminal docs for consistency and simplicity * improve platform docs * improve bot docs content structure * remove index from bot docs * improve ON THIS PAGE to only display TOC if at least 1 element * make edit this page text and icon on same line * add author and date to docs * add basic syntax page to usage * sidebar order for usage section * move api start command to the top with the import python import * some install page additions * small improvement * refactor routines section * Update introduction-to-routines.md * Update pipeline-of-commands.md * Update introduction-to-routines.md * Update routines-for-power-users.md * Update community-routines.md * update keyboard hotkey macros * askobb page * Update askobb-feature.md * Update index.md * Update index.md * Update index.md * Update index.md * fix images * remove HeadTitle from all files where it exist * get rid of extra spacing in markdown * small update * small edit * need index at the start because of main path when homepage of docs * use openAI to create SEO for front matter on my behalf * remove table of content from sdk page * finish improving metadata SEO for SDK docs * update duplicate header * update HeadTitle to be more specific on product * remove index from bot telegram reference * delete duplicated title for platform reference * another update * Hotfix/econometrics export filename fix (#5508) * fix: Modify 'load' behavior to append data to existing sheet Details: - Added logic to detect existing sheet and append data if present. - There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number. Resolves: #5472 * Added --export option for exporting to a desired file in /econometrics menu * Added a -f/--file option to provide the filename for export. Made -t/--type and -f/--file mutually exclusive. If -f is not given, -t is required and the filename will be generated based on the time and module. * Revert `helper_funcs.py` to original state * Made some arguments not required. * Minor changes asked by @deeleeramone * No sheet name * black --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * FIX #5600 Updated the Twitter logo to X logo (#5601) * Change Ultima paragraph (#5624) * change ultima paragraph * remove old paragraph * Update CONTRIBUTING.md (#5623) * mobile line-brake fixed (#5604) In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments. Co-authored-by: James Maslek <jmaslek11@gmail.com> * start PR so screenshots can get attached via GitHub website * Update qa.md * Docs/terminalpro and improvement (#5622) * add first iteration of content for Terminal Pro * Update index.md * Update dashboards.md * Update folders.md * Update grouping.md * Update report.md * Update templates.md * Update quick-start.md * Update index.md * Update index.md * Update home.md * Update news.md * Update index.md * Update index.md * Update index.md * Update data-provider.md * Update chat-with-widget.md * Update data-manipulation.md * Update forecasting.md * fix: images self closing tags * fix: only pro visitors can see pro * inter font * improve SEO content and restructuring * add new package for toggle on tutorials * move folder around * improve main page of each prod * small updates and improvements * fix logo above * small improvement in headtitle for portfolio funcs * fix typos from OpenAI's GPT-4 * fix _category_ json * remove generic SEO words * add script that generates SEO for documentation * add missing file * remove sdk warning message * fix links for andrew --------- Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> * Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627) * typo * pro docs tab coloring * sidebar selection blue * redirecting missing * Update crypto introduction.md * titles * another title * Update crypto dd.md * Update defi.md * Update disc.md * Update nft.md * Update onchain.md * Update ov.md * Update introduction.md updates URL * Update introduction.md add HeadTitle * Update ba.md * Update comparison.md * Update dark-pool-shorts.md * Update disc.md * fix docs (#5646) * Update fa.md * Update gov.md * Update ins.md * Update tradinghours.md * Delete website/content/terminal/menus/stocks/options/screener.md * Update Options introduction.md * Update screener head title * Update screener TOC * Update econometrics.md * Update economy head title * Update etf.md * codespell * Fix the redirect for intro to the correct url for docs (#5658) * fix the redirect for intro to the correct url for docs * fix code linting --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> * Contributing guidelines (#5615) * intro section * what's expected sections * improve sections * improve sections and move how to add a data point * moving qa under contributor * better intro * moving the sharing section * better expectations * small intro to the contributor guidelines * moving things under the contributor section * there is no pre commits on the platform yet * dependency management * best practices for extensions * typo * collapse options subfolder * codespell * Improve Pro documentation further (#5641) * small improvement * Fix TutorialVideo for mobile view * main page terminal pro docs * jose whelp * placeholder index file that needs to be removed * fix: fixes sidebar, removes unused index.md * update link to api keys * update api keys link * fix hyperlinks in terminal helper * fix a few more links * fix some more links * linter * black linter * improve main docs page for each product * small refactor * header to take to main page of product * run OpenAI script to generate SEO for pro content --------- Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> * Update folders.md * Update integrate-your-own-backend.md * Update index.md * Update fixedincome.md * url * Update forecast.md * Update settings.md (#5665) * Update forex.md * fix front matter (#5667) * Fix conflict markers that got into markdown during previous merges * Fix front matter list formatting * Fix typo * small thing * fix hyperlinks * Update .codespell.ignore * output_type options * Architectural considerations * Update sidebar to hide pro section by default * Minor copy changes * TET pattern * import statements * clarification on preferences * Minor copy changes * Lint markdown and python * fix: open index on collapsible root elements * remove old content * options title * Fix linting errors * Refactor sidebar label to url mapping condition --------- Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Add multi-ticker support to etf_countries (#5670) * add multi-ticker support to etf_countries * remove commented-out lines * normalized percent points * percent -> percentage * Fix Nasdaq Econ Calendar Fetcher (#5668) * fix nasdaq econ cal request * more html tags * add random-user-agent to pyproject * another edge case - 24H -> 00:00 * Feature/v4-unusual-options: Adds unusual options endpoint. (#5677) * add unusual options fro Intrinio * test params * move sorting * Change type * update FMP fetcher to use the V4 endpoint (#5681) * Fix price performance not parsed correctly when there is only 1 ticker (#5678) * Add crypto search standard model and FMP data for it (#5679) * Apply renaming to news data (#5684) * inegration complete * reformatted for black * fix ruff issues * revised integration * changes to versions in pyproject.toml and updated lock files * Rename models * Update tests * Fix typos here and there * Update routers * Apply rename to ultima * Properly mock api key * Mock ultima api key --------- Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Feature/v4-market-snapshots: Adds full market snapshots (#5473) * add stocks market snapshots from fmp * add fmp fetcher test * unused imports * add polygon to market_snapshots * update fmp market_snapshots * black * pydantic2 things * updates * change validate_obj to model_validate * polygon cleanup * tests * descriptions * black * data description * minor adjustments, using less local variables, improving readability and removing pandas * better structure * minor adjustments * lint * fix int tests --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617) * coerce string type, add default=None * add polygon stock quote * limit cleanup * add greater/less than to params * limit param * black * tests * fix tests * test_etf * rename model and function to NBBO * add standard model for nbbo * improve standardization * not redifining builtin max * fix input params * integration test params * removing unused import Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * revamped code * re-recorded nbbo test * added symbol validator * added alias in field * Stock news -> Company news --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682) * merge quandl nd nasdaq * dev_install.py * test param name * economy python integration test * Add more input types to data processing commands (#5453) * adding more supported types to data processing commands * ruff * removing unused import * docstrings * data processing types covertion * data description * test filters * ruff * fix package builder tests * ruff * removing print * Add stocks/dps module (#5638) * short volume * pyproject missed * add sec short interest with days to cover * Add FINRA OTC endopoint * some tests * rest of unit tests * Integratin test scripts * dev install * linters caught by pre commit * lines too long * Last test files * maybe it needs a lock file? * thanks pratty * Maybe ill actually listen to pratty next time * sec test date freeze * I cant hit buttons * re record tests * tests 3 * Stockgrid test * regen int test * more testing * lint * moved these fns * dis killing me * one more test * last one * Update integration tests * Fix tests picking up wrong dps route --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename Forex to Currency (#5687) * restore fields as optional (#5686) * Rename Crypto (#5689) * added `crypto.price.historical` * static * fix tests * fix incorrect label * Move model from sec to finra (#5692) * Update toml * fixed deps * add openbb-etf lock file * cleanup * cleanup (#5694) * Rename Fixed Income (#5695) * Rename Fixed Income * Add routers * Rename stocks to equity (#5688) * Rename stocks folder * Rename openbb_stocks package * Rename routers * Reroute equity menu * Update routes based on feedback * StockNews -> EquityNews * StockInfo -> EquityProfile * Rename Equity calendars * Equity peers rename * Rename discovery * Rename fundamental * Rename price command models * Rename shorts * Update charting router * Fix seeking alpha upcoming release date * Fix linting errors * Update tests * Fix tests * Skip econometrics api tests because it's python only * Update integration tests and test data * Historical analyst estimates * Skip cboe options chain test. Unable to record vcr cassette * re-record cboe cassettes * Document CBOE unit test creation caveats --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Feature/files-for-igor: Adding a few standard models for Igor (#5699) * add some standard models for Igor * codespell * update descriptions * Add devtools metapackage (#5703) * Add openbb-devtools metapackage * adding devtools to the dev_install script --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Rename econometrics commands to be more verbose (#5702) * Expose command to model map (#5706) * Rename ta qa (#5708) * Rename ta folder * Rename ta to technical * Rename qa folder * Rename qa to quantitative * Rename the actual routes in quantitative * Equity cleanup (#5707) * cleanup * static * renaming to equity cc @the-praxs * Proof reading --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Don't enforce imperative for first word of the docstring * Remove ultima from default extensions * Rename `economy` and create `index` extension (#5705) * renamed economy and re-recorded tests * static * market indices * european indices * fred indices * index constituents * tests * correct package name * oops * static * linting * Move COT commands to regulators * Rename economy.list to available_indices * Rename GDP models and clean up * Fix charting tests * Drop _indices from available_indices command * Fix obbject to_dict test --------- Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Rename etf/disc (#5715) * Docs/v4-working-docs: PR to Work on V4 Docs (#5693) * Revert changes related to pydantic2 made into v3 code * Revert fred model changes in v3 * Revert pydantic2 databento model changes in v2 * Update some names and v3 lock file * Clean up openbb/package before the beta release * Platform publishing procedure (#5701) * update instructions * introducing the version script * publish message * fix platform path * reflecting version changes * getting version from installed packages instead * removing toml from dependencies * Changes to get `a7` out (#5697) * changes to get a7 out * etf menu on the pyproject.toml * poetry lock * bump `openbb-etf` to `a5` to match version * updated deps * removing ultima * removing references to a4 cc @the-praxs * Bump index menu version * poetry lock --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> * Update publishing instructions * Bump core dependencies in extensions and providers * Add changes to the publish script following the beta release * Update the versions in static extension map and openbb metapackage --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> * Hotfix/pypi openbb terminal (#5719) * renaming the project * documentation changes * Finishing touches to the publishing procedure (#5728) * finishing touches to the publishing procedure * grammar improvements * Run tests on develop (#5725) * Run tests on develop * Add a check that files changes in platform * Seprate Intrinio financials data tags into a different command (#5723) * add `ebit` field in income statement standard model * only add required data tags * remove calculations data * use `name` key instead of `tag` key * set `period` as required in data * remove `period` and `cik` from provider models * add `equity/fundamental/search_financial_attributes` with tests * clean descriptions file * add `equity/fundamental/financial_attributes` with tests * set `value` as `Optional` * Fix threadpool test error (#5734) * Remove ultima from deps (#5736) * remove ultima from deps * skip ultima test * black * change skip location * try except statement to avoid error on the ci * new currency reference rates pr (#5724) * point files to linters (#5739) * remove news from equity (#5741) * Add tiingo provider (#5740) * first commit * things * Add news endpoints * CryptoHistorical * Add currency and trailing dividend yield * things working * deps * fix pre commit things * tests? * black on the tests * pratty told me to add it * integration tests * added helpers * crypto revamped * currency revamped * trailing dividend yield revamped * equity historical revamped * company news overhauled * global news overhauled * remove `tags` param from news models * crypto correct `exchanges` description * james smh * re-recorded fetcher tests * fixed integration tests * econometrics smh * james smh again --------- Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> * Add `derivatives` extension for `futures` and `options` (#5742) * removed options and futures * add derivatives extension * cleanup * bug #5649 (#5722) * bug #5649 * fixing --a upmom, downmom --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> * Rename the fmp search -> screener (#5744) * Rename the fmp search -> screener * misses some * i cant copy paste * docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720) * update Terminal about URLs and some other broken links * ruff * intro * changing the heading levels * dependency management sections * structure * developer guides * structure * contributor guides * keywords and descriptions * broken urls * cool cards * Cool cards (#5727) * tidy up terminal/content * some more tidy up * fix styling for platform that was missing * more tidy up * improve color for dark and light mode * create new reference card for more basic cards * rename back to menus * implement all index.md for terminal, except reference * improve bot title * more refactoring * fix remaining index * header styling * more styling * heheheheheheeh * Revert "heheheheheheeh" This reverts commit 7d095fcfd2. * Ccards (#5733) * links * more links * improved styling and chevron aligned to title * fix index.mdx urls for Terminal * update package.json * update index.mdx * fix generation * spelling * toolkit_extensions * update data extensions * couple of links * add tiingo to data extensions list --------- Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Stock leftover cleanup (#5745) * change to equity in `.md` files * `HistoricalStockSplits`->`HistoricalSplits` * `StockInsiderTrading`->`InsiderTrading` * sorry fmp * `EquityHistorical` cleanup * `EquityNBBO` cleanup * .md leftover * the last of stocks * Hotfix/urllib to dev group (#5732) * use the urllib3 dependency on the dev group instead * adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name * add dev dependencies to the dev installation bc of the ci * updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/ the way we were importing it breaks if pydanti… * [Docs] Guides for Metadata and AnnotatedResult (#6457) * [Docs] Redirect contributing URL (#6460) * redirect url * order * PUBLISH.md * fix: update README.md * fix: charting readme * feat: publish & lock * Publish openbb * Regenerate assets * Publish cli --------- Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Luqman <luqazino@gmail.com> Co-authored-by: Pratyush Shukla <ps4534@nyu.edu> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Michael Struwig <mnicstruwig@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: capital0 <72140796+capital0@users.noreply.github.com> Co-authored-by: Ben Van Doren <benvandoren@users.noreply.github.com> Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: Adi Sai <adithya.sairam1@gmail.com> Co-authored-by: Sandip Saha <sandipsmoto@gmail.com> Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com> Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: professssor <62937125+professssor@users.noreply.github.com> Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com> Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com> Co-authored-by: Ramazan <guvencramazan@outlook.com> Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com> Co-authored-by: wojda <114031148+polooner@users.noreply.github.com> Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: tehcoderer <me@tehcoderer.com> Co-authored-by: Ramazan <guvencramazan@yandex.com> Co-authored-by: omahs <73983677+omahs@users.noreply.github.com> Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com> Co-authored-by: Ayrton Parkinson <ayrton.parkinson1@gmail.com> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: Luqman <luqman.bello@openbb.finance> Co-authored-by: Eric Li <38477812+EricLi-Dev@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com> Co-authored-by: Disorder AA <disorrder@gmail.com>	2024-06-05 09:59:22 +00:00
Henrique Joaquim	b33e563dc1	[Feature] OpenBB Platform DevContainer (#6426) ... * devcontainer and its docs * typo * remove file * remove comments from json	2024-05-17 12:51:16 +00:00
Theodore Aptekarev	c61d10d6e3	Update the license of the code in this repo to AGPL (#6415) ... * Change license to AGPL * Add licensing FAQ to the platform docs	2024-05-14 18:24:12 +00:00
Henrique Joaquim	f87c21ed3c	[Feature] Main README (#6403) ... * main readme * lints * mention platform cli * test platform imgs * Update README.md platform imgs * break line * Update to Platform images * remove old images --------- Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>	2024-05-14 15:09:32 +00:00
James Maslek	399498c131	Update the main README (#6225) ... * remove ultima + althub * move twitter keys * README update * html was overkill	2024-03-15 16:07:47 +00:00
Danglewood	1d505577c4	Google Colab Install Notebook (#5841) ... * Google Colab Install Notebook Adds example notebook for Google Colab install. * Update README.md * Update README.md Add badge -- won't work until merged into develop * point to develop for nb --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-12-01 20:27:07 +00:00
DidierRLopes	b4db72f5e8	Update README.md (#5598)	2023-10-23 20:08:07 -04:00
DidierRLopes	3a341f9527	Improve readme header (#5432) ... * Improve readme header * Update README.md * Update README.md * Update README.md	2023-09-12 20:52:43 +00:00
DidierRLopes	f822b0afa3	Update README.md	2023-08-12 17:48:36 -07:00
Jinto Jose	19d1a9a067	Vscode/Github Codespaces dev container (#4975) ... * vscode/Github Codespaces dev container * move badge to new line * actually move badge to new line --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-06-09 13:44:58 +00:00
Pratyush Shukla	3d7b934d16	Fixed incorrect data display using stocks/fa/est command (#4940) ... * Removed empty row in OpenBB SDK table under Installation * Revamped `get_estimates` function * Linting * Fixed bugs, tests and modified args * Fixed test	2023-05-01 20:23:59 +00:00
Theodore Aptekarev	417769c4cc	Improve installation experience and documentation (#4508) ... * hi didier * Add files * Include build deps and third-party binaries in conda env files * Add the changelogs from GH * Api keys + cleaning up spelling + found some old refs * spelling * Merge branch 'feature/documentation3p0' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/documentation3p0 * updates to faq sections * spelling * fixing FA so it runs * adding guides - need pics * Add gcc and maturin to build dependencies * telegram/discord docs markdown format conversion * Remove gcc from conda env files * Update install from source guide for terminal * fix: added new reference styles * adding examples to discord - remove play button * updating bot docs * Update SDK installation docs * Bump datetime package in lock file because current version was yanked * Update requirements txts * Remove rust tools from main conda env * Pin poetry to 1.4.0 because of a regression in 1.4.1 * Bump version of lightgbm to 3.3.5 * Address formatting and minor content comments * Advise all users to clean up conda artifacts with scripts * Add placeholder for pywry related docs * Update requirements.txt * Downgrade statsforecast to prevent pulling jupyter-dash * Add catboost to conda dependencies for windows install to work * Add charset-normalizer to conda deps because of a buggy windows build * Add xgboost to conda deps because of a buggy windows build * working!! * 3.8 and 3.9 xgboost * spelling * Point sdk install from source to terminal source install * image showing on docs Co-authored-by: jose-donato <jose-donato@users.noreply.github.com> * feat: added imageurl for examples * updates Stocks SDK intro * bot pics update * Bump python version on macOS CI builds * updating rest of bot docs * Move charset-normalizer to the pip section of environment yamls * Update mac CI workflows to use the correct cache * Move poetry to pip section of the conda yamls * Fix typo in file path * Fix direct_url.json files not being deleted on the CI * Fool reviewpad * Actually fool reviewpad * adding code for generating index and bot updates * linting * add commands for GTK on linux * Update deps after conflicts and CRLF line endings made it into develop * test bump down for matplotlib * codesign more dylibs * intel workflow * Add signing stuff that failed to intel * M1 file now * Remove duplicate lines from codesigning section of build instructions * Downgrade matplotlib to 3.7.0 to mitigate windows error * Downgrade python to 3.9 in attempt to fix scipy not packaging correctly * Downgrade python 3.9 to resolve conflicts found by conda * Remove duplicate xgboost references * Downgrade scikit-learn to avoid DistanceMetric32 not being found * Remove site-packages from bundle following python 3.10 -> 3.9 * Downgrade scikit-learn to avoid DistanceMetric32 not being found * Fix english in source installation * Revert advised python to 3.9 * Update SDK installation docs * Fix typo * Update lock file hash * Consolidate all installation instructions in the terminal section * Add --no-cache-dir to pip calls * Fool reviewpad * Remove reference of the conda cleanup from the pypi install * Fetch the environment yaml directly from the repo without downloading it * Add rosetta, cpp build tools and libomp as top level requirements * Update installation links in repo readme * adds brew install libomp to FAQ section * fix typo from my updatet * Capitalization of Section Headers * puts PyPi toolkit install in quotes, necessary for a non-bash shell. * grammar fixes * update docker windows instructions --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: teh_coderer <me@tehcoderer.com> Co-authored-by: jose-donato <zmcdonato@gmail.com> Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>	2023-03-29 17:53:35 +00:00
andrewkenreich	82d31c169e	Update Dev readme (#4600)	2023-03-27 15:09:59 +00:00
Jeroen Bouma	e43b561f84	Update so that image links to website	2023-02-24 13:48:22 +01:00
jose-donato	6de733e607	Small typos on readme (#4267) ... small typos Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-02-17 08:25:54 -05:00
DidierRLopes	2130dea530	Feature/improve docs (#4260) ... * Update README.md * Update README.md * Create pipy.md * Rename pipy.md to pypi.md * Update README.md * Update pyproject.toml * Update README.md * Update README.md --------- Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-02-16 12:02:17 +01:00
jose-donato	2939b1c4e8	Fixed failing badge not used anymore (#3932) ... Co-authored-by: James Maslek <jmaslek11@gmail.com>	2023-01-13 16:52:26 -05:00
andrewkenreich	6381b2ae7d	Doc updates and fixes (#3609) ... * fixing a url * moving around menus * Grammar Update * many fixes to links and some added pics to install * Add improvements * fix: tabs * Move support/feedback window to FAQ * Forgot to save * MVC moved around * change installation Source -> Python * fix: tabs * guides to basics * Add new README LINKS * Change links * Change forecasting to forecast * fix: details * more fixes * Change markdown file so it is ready for pypi Co-authored-by: Chavithra <chavithra@gmail.com> Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: jose-donato <zmcdonato@gmail.com>	2022-11-28 12:13:47 -05:00
Jeroen Bouma	95431ecb85	Many improvements to the documentation (#3542) ... * Many improvements to the documentation * Remove redundant guides * details * Add guide backin * linting * Update FAQs * Match it up with SDK * add po to sdk * Add PO in * adding discovery * adding BA and FA to sdk * Add in Troubleshooting page * quick fix on forecast * onemore quickie * fix sdk * updates to troubleshooting * Add in ticker to codespel so it doesn't whine Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> Co-authored-by: james <jmaslek11@gmail.com>	2022-11-24 08:27:04 +01:00
Jeroen Bouma	7bae873084	Tidy up information regarding installation (#3040) ... * Tidy up information regarding installation * Linting is whining	2022-10-27 10:50:04 +02:00
Henrique Joaquim	b2b218c6f7	Fix broken URL for SDK_README.md (#3015)	2022-10-24 14:52:46 +02:00
Chavithra	eb244a1d8d	Docker : building + publishing (#2904) ... * 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>	2022-10-19 18:00:59 +02:00
Colin Delahunty	e126ad4e42	Sunsets the web_ui folder (#2879) ... * Remove web_ui * Removed some unused stuff Co-authored-by: James Maslek <jmaslek11@gmail.com>	2022-10-17 17:24:34 -04:00
Colin Delahunty	f03af510a3	Semantics (#2872)	2022-10-17 14:29:59 +02:00
DidierRLopes	1f85ae2b70	Refactor CONTRIBUTING GUIDELINES (#2494) ... * minor improvement * improve README * Small improv here * Update CONTRIBUTING.md * Update CONTRIBUTING.md * improving contributing document * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * test changes * structure * line break * fix structure * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update README.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Update CONTRIBUTING.md * Contributing Guidelines : updating tests part to link the tests documentation + adding part about logging * Update CONTRIBUTING.md * Update CONTRIBUTING.md Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: montezdesousa <montezdesousa@gmail.com> Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com> Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com>	2022-09-26 21:56:50 +01:00
jose-donato	8216e8581f	Update README.md (#2581)	2022-09-21 10:05:17 +01:00
DidierRLopes	8940297289	Improve readme (#2465) ... * improve readme * improve a bit more * and a bit more * linter	2022-08-30 10:51:45 +01:00
James Maslek	be8fa2ee9b	Readme update (#2427)	2022-08-26 10:39:35 -04:00
Yahya SayadArbabi	17e7e6bab7	Fix demo video width (#2126) ... Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>	2022-07-22 10:42:09 +01:00
pftp-jz	88c091b204	Updating README.md from top folder, CONTRIBUTING.md wrong link (#2075) ... The 'OpenBB-finance/OpenBBTerminal' repository doesn't contain the 'openbb_terminal/CONTRIBUTING.md' path in 'main'. CONTRIBUTING.md link was pointed to openbb_terminal folder, when it was supposed to be pointed to the main folder Also both are pointing to master folder, and they are being redirected via "Branch not found, redirected to default branch." : Maybe update to https://github.com/OpenBB-finance/OpenBBTerminal/blob/main/CONTRIBUTING.md ? but either way https://github.com/OpenBB-finance/OpenBBTerminal/tree/master/CONTRIBUTING.md would still redirect correctly	2022-07-12 21:13:37 -04:00
Jeroen Bouma	8324f739b6	Add in a new GIF that better demonstrates the terminal (#2010) ... * Add new GiF * Get rid of the old gif * Add in new GIF * Update README.md * Update README.md	2022-06-29 11:50:02 +01:00
James Maslek	170bdaaf82	Make documentation link front and center in readme (#1895)	2022-06-03 12:14:42 -04:00
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	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
didierlopes.eth	707fd8f506	Terminal supporting controller with multiple languages (#1730) ... * initial implementation of terminal supporting multiple languages * improve quote command * stocks controller with english translation pattern * add language to settings * update reqs to have python-i18n * find languages automatically * add to documentation how to support another language * markdown * fix no member issue * fix test * refactor code with translations * translate for options and options/scr * solve translation for all submenus within options controller * fix stocks controller tests * translate disc and th * dps and sia menus * scr and ins * add gov controller * fix tests for new controllers * stocks/ba and stocks/ca menus * add stocks/fa * res controller * stocks/dd * stocks/bt * qa and pred * crypto and crypto/disc * overview and onchain menus * defi * nft and tools * crpyto/dd * stocks and crypto TA * finish crypto menu * finish ETF controller * finish economy menu * forex * alternative and mutual funds * refactor source for translated version * econometrics and portfolio and brokers * portfolio * fix tests * finish language implementation * refactor code for cmds * improve keys * refactor name funcs and add docstrings * fix minor stuff * fix tests Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com> Co-authored-by: Chavithra <chavithra@gmail.com> Co-authored-by: James Maslek <jmaslek11@gmail.com>	2022-05-24 21:56:16 +01:00
JJ	a30b6daba6	Update README - Very minor grammatical typos (#1792)	2022-05-10 20:27:53 -04:00
Artem Veremey	99e070d325	Updating advanced docker documentation to reference the new container (#1655) ... * Updating advanced docker documentation to reference the new container * Fixing list	2022-04-07 14:19:10 -07:00
didierlopes.eth	5cc2ee9e14	add star history (#1619)	2022-04-03 09:14:02 +02:00
Mabel Oza	870a4a3071	chore: updated the readme, removed the use of the slang Karen and Gan… (#1606) ... * chore: updated the readme, removed the use of the slang Karen and Gang, using these words lightly diminishes the weight of harm it caused minorities in the past * Update README.md Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>	2022-04-01 16:19:16 -04:00
Jeroen Bouma	938d987855	Re-add installer README after name change (#1586) ... * Re-add installer README after name change * New image and move legacy images * Update Twitter handle * Change Gamestonk to OpenBB * Add download links	2022-03-29 19:27:08 +03:00
jmaslek	b71abcfbf4	Updating some names (#1575) ... * quick econ fix * black * keys and feature flags * terminal name 👀 * some more replacements * some more replacements * edit pyproject * gst -> openbb * add example portfolios back to git * Update api from gst * sorry. skipping some tests * another round of names * another round of test edits * Missed some .gst refs and update timezone * water mark stuff * Fixing Names in terminal.spec and name of GTFF_DEFAULTS to OBBFF_DEFAULTS * fix more GST to OpenBB Terminal * Logging : merge conflicts with main * Revert wrong files Co-authored-by: Andrew <andrew.kenreich@gmail.com> Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt> Co-authored-by: Chavithra PARANA <chavithra@gmail.com>	2022-03-29 09:46:26 -04:00
Jeroen Bouma	644095bbc6	Update README files to reflect new installation method (#1551) ... * Add Installation process + new GIF * Add in user-friendly API Keys documentation * Grammar * Testing Markdown hook? * Ain't working apparently * Add Markdown linting fix * Change malicious software message * Add Markdown linting fix * Add in Installation menu into the main README.md * Small fix * Is this the fix? * Work. * Found it Co-authored-by: jmaslek <jmaslek11@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>	2022-03-28 00:34:06 +01:00
didierlopes.eth	bb1f30407d	Documentation (#1436) ... * add gst letters only * fix silly mistake with typo on Finnhub * improve README	2022-03-05 22:46:45 +00:00
didierlopes.eth	2b839f609f	Add demo and remove roadmap (#1434) ... * add gst letters only * this roadmap was very misleading * Update README.md * Update README.md * have bot toc closed by default	2022-03-04 01:01:10 +00:00
Arjun V	74f028ddb1	Add web UI for Gamestonk Terminal (#1251) ... * Add web version of Gamestonk Terminal * Update README.md * Update README.md * Fix typos, improve formatting * Add trailing newline to index.html * Split up long line * Add comments to launch script * Update README.md Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt> Co-authored-by: Chavithra <chavithra@gmail.com>	2022-01-24 02:44:36 +00:00
Steven Soloway	0ed3708179	Fixes issue #1195 (#1199) ... Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>	2022-01-17 23:19:09 +00:00
jose-donato	b8d6a51fdd	Added installation docs section (WSL) (#1166) ... * added wsl docs * fixed linting * fixed linting	2022-01-09 16:36:55 +00:00
Didier Rodrigues Lopes	f2df70de4f	Update README (#1154) ... * Update README.md * fix md lint in README * remove line length * remove line length * increase md line length * scrap new and improved	2022-01-07 16:22:24 +00:00
jose-donato	f3838d7581	update hyperlinks in readme (#1098) ... * update hyperlinks * fix hyperlinks	2021-12-25 16:55:13 +00:00
jp	072c413ac0	Bitquery feature branch (#1016) ... * 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 bitquery model and view * Move bitquery to onchain module * Bitquery added to onchain controller * Apply long number formatting for big numbers in bitquery commands * Update README with bitquery API key * Add error handling for cases when there is no token found, or dextrades response is empty. Use os library to take care of paths to files * Add helper method to extract dexTrades object from bitquery response. Add timout exception to request function. Add mapping for DECENTRALIZED_EXCHANGES to support lowercase choices: * Refactor bitquery model and views, prettify column names, remove redundant columns, change command names. Add test for api key * Update website docs for bitquery * Add difflib implementation for exchanges in bitquery ttcp command * Remove menu() from code * Remove tokens with less than 3 trades (doesn't make sense to show them, as most of them are scams). Add difflib for -coin parameter in baas command	2021-12-09 23:52:58 +00:00