Commit Graph

2967 Commits

Author SHA1 Message Date
Jeroen Bouma
f0a3dfbc56 Improve the Hugo documentation to be more accessible and user-friendly (#1891)
* Greatly improve the documentation

* Rename the website from OpenBB Terminal to OpenBB Documentation

* Adjust the menu

* Add 'Table of Contents' to the toc file

* Small improvs

* Fix broken links

* Improve more

* Small small small fix
2022-06-02 18:14:40 +02:00
Jeroen Bouma
b976503860 Auto-fill routine scripts and add new scripts (#1889)
* Auto-fill routine scripts and add new scripts

* Get rid of 'routines' folder in all autocomplete statements

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-02 16:57:22 +02:00
Colin Delahunty
3fdc1363d6 Added plots for tickers (#1842)
* Added plots for tickers

* Fixed

* general improvements

* fix avariance

* Fixed formula

* Updated documentation

* Fixed tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-02 09:06:09 -04:00
Theodore Aptekarev
7a79dc2f3e Lock pylint version (#1890) 2022-06-02 14:06:42 +03:00
Jeroen Bouma
ffef8ab532 Add in Hugo docs for Trading Hours and Behavioural Analysis (#1868)
* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* update to index list

* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* guides: behavioural anaylsis & trading hours

* linter

* Add in Hugo Docs for tradinghours and behavioural analysis

* Move things around, fix some errors

* Update _index.md

* Update _index.md

* Update _index.md

* Small fix

* Add in better Discord link

* Adjust BA location

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
2022-06-02 11:47:15 +02:00
didierlopes.eth
49560ab880 Econometrics UX (#1878)
* improve econometrics load, custom_reset

* improve econometrics UX and remove options cmd

* fix sector and industry analysis

* improve econometrics and export data from main menu

* improve toolbar vis to add helper -h

* imporve type and desc

* add logger

* econometrics improve ols

* improve root and norm commands

* more cleanup

* improve econometrics commands

* api econometrics

* tests econometrics

* improve index command

* change modify to add,delete,combine and rename

* minor fix

* update docs

* update pylint

* update pylint

* tests

* Update documentation

* fix type command

* index

* improve more econometrics for Jer

* improve docs

* fix tests

* fix test

* remove help

* Add in robustness for when you select two dependent variables

* Update Website documentation

Co-authored-by: JerBouma <jer.bouma@gmail.com>
2022-06-01 12:41:45 +01:00
jp
b9e097ef8d Bug/crypto defi vaults command broken #1822 (#1874)
* 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

* Fix defi coindix vaults. Risk param is disabled. Disable urllib3 warning bout not verified request url

* update tests for coindix - cassetes, csvs, txts

* update vaults docs

* Update _index.md

* run crypto tests with record_mode=rewrite

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-01 12:16:03 +01:00
James Maslek
1e0959845e Fix CA tsne issue where dataframes werent merging when ticker not in sp500 (#1882)
* Fix CA tsne issue where dataframes werent merging

* Fix forex tests where date changed :/
2022-05-31 18:20:28 +01:00
Jeroen Bouma
f7f16b2597 Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides (#1887)
* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* update to index list

* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* guides: behavioural anaylsis & trading hours

* linter

* Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images

* Some small improvements

* Update _index.md

* Add GIF

* ABC

* Add files via upload

* Fix small mistake

* Remove installer explanation since it is better documented in Hugo

* Small fix

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
2022-05-31 18:20:12 +01:00
Theodore Aptekarev
35ba7fd79f Fix tests and bump pandas version (#1888)
* Fix forex polygon model tests

* Release pandas version lock

* Release pylint version lock on the CI

* Alternative : covid - fix csv separator issue

* FIx spacing change related to pandas upgrade

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-05-31 14:46:45 +02:00
Theodore Aptekarev
0f0604a387 Update pred deps and instructions (#1885) 2022-05-31 12:53:48 +03:00
James Maslek
4e451b4553 Oops this should be fixed (#1881) 2022-05-27 18:48:22 -04:00
James Maslek
fd6f96cae9 Get rid of qa interval warning (#1880)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-27 18:21:14 -04:00
didierlopes.eth
6aa487b590 allow for reports an easy exit when something fails and other fixes (#1876) 2022-05-27 10:23:11 +01:00
James Maslek
71d99e8fd5 Fix economy/fred bug (#1875) 2022-05-26 20:17:17 -04:00
James Maslek
7db8fa04e5 Clean up forex menu. Add in polygon load (#1871)
* Clean up forex menu.  Add in polygon load

* Forex candle matches stock with --ma option

* fxempire tests

* forex controller tests

* Test polygon model

* Hugo

* oops

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-26 20:54:34 +01:00
didierlopes.eth
385d12803a Add bottom toolbar hint feature flag - helps new users in getting started (#1873) 2022-05-26 16:43:04 +01:00
Colin Delahunty
75d0832682 Improved fraud function (#1855)
* Improved fraud function

* Updated docs

* Didier fixes

* Fixed test

* Added help

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-26 09:59:05 +01:00
Danglewood
91ddafd484 This PR uploads Guides (.md and images) for Behavioural Analysis and Trading Hours (#1863)
* 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

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
2022-05-25 11:13:27 +02:00
didierlopes.eth
80b3c01988 Refactor main menu to have: Settings and Feature Flags menus (#1864) 2022-05-24 22:11:40 -04:00
Theodore Aptekarev
46da0fca5e Fix scientific notation for zeros and options greeks (#1859)
* Force greeks table to show many zeros

* Disable scientific notation for zero

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-25 00:27:45 +01:00
martinb-bb
5f8eb43620 Time-series forecasting (Exponential Smoothing) with Darts Integration (#1851)
* Working exponential with bugs

* utilizing business datatime + fillers

* working figures

* expo with more functionality

* historical forcasting feat.

* numeric values for forcasted days

* print pretty predictions

* formatting

* code cleanup

* doc strings fix

* more docs

* quick fix

* refactoring

* poetry updates

* typo

* test script update

* update requirements.txt

* refactoring and Hugo website

* Update _index.md

* reverting poetry and requirements for now.

* minor mod and removal of space

* Update readme for forecasting

* removal of old TF version

* reqs and poetry

* linting

* merge main.yml from main

* supress warnings due to lib version change

* reverting main.yml

* retrying expo on main.yml

* fixing fundamentalanalysis version

* update poetry fundamentalanalysis

* type casting arg parse

* seasonal period default update

* update en.yml

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-24 22:33:56 +01:00
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
Jeroen Bouma
b992d17c87 Update Hugo documentation by refractoring (#1860)
* Update documentation

* Update _index.md
2022-05-24 10:43:56 +02:00
minhhoang1023
5231ee5455 Support command redirects to OpenBB Support page (#1846) 2022-05-23 16:43:05 +01:00
Jeroen Bouma
be24c3abd6 Add in Guides documentation to the Hugo documentation (#1845)
* Add in Guides documentation to the terminal

* Don't need eg twice

* Update _index.md

* Delete website/content/terminal/getting_started/images directory

* Update _index.md

* Delete website/content/terminal/introduction_to_stocks/images directory

* Adjust css so that tables and lists also have white text

* Small small change

* update white svg

Co-authored-by: jose-donato <zmcdonato@gmail.com>
2022-05-23 11:13:07 +02:00
Colin Delahunty
3f5d281264 Added the legend (#1854) 2022-05-22 15:24:27 +02:00
didierlopes.eth
a6f7e111e6 Bounty Hunter mood: 11 bugs fixed (#1853)
* fix #1850

* fix #1831

* add extra check to Reddit API keys

* ignore warning message to update praw api

* improve OpenBB links

* fix quick performance only on stocks class because I'm James bitch

* fix quick performance only on stocks class because I'm James bitch

* fix #1829

* fix #1821

* add messari to keys - fix #1819

* example of multiple oclumns to check on options/chains

* minor improvement in xlabel re. #1814

* remove repeated command

* fix #1698

* fix line too long

* fix #1814 fr now

* fix tests
2022-05-22 00:07:33 +01:00
didierlopes.eth
2cb229f35e Fix a bunch (#1852)
* spacing before and after rich tables

* fix menus to have standard UI

* fix tests

* fix tests

* fix tests
2022-05-21 16:57:39 +01:00
Theodore Aptekarev
7b374b7662 Add check for updates at terminal startup (#1839)
* Add check for updates at terminal startup

* Fix ycrv missing from documentation

* Add new line after update check message

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-20 18:49:27 +03:00
Jeroen Bouma
c75f15471e Add in the Getting Started guide (#1837)
* Add in Getting Started Guide

* Improve keywords

* Update getting_started.md

* Update getting_started.md

* Update getting_started.md

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-20 08:56:09 +02:00
Theodore Aptekarev
55fc1c56fd Fix backtesting tz (#1841)
* Fix backtesting not working on polygon data

* Acknowledge lack of support for intraday data
2022-05-19 19:29:54 -04:00
James Maslek
25d45d5458 Deprecate stocks/dps/volexch (#1840)
* comment out broken function

* unused import

* Fix tests + comment out removed functions

* lint
2022-05-19 14:50:54 -04:00
didierlopes.eth
0e3b62e143 Portfolio improvements (#1818)
* improve portfolio controller

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

* allow custom reset with benchmark and portfolio loaded

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

* fix tests

* allow to see sum of a portfolio holdings

* add r-square to portfolio

* add skewness of data

* add kurtosis

* add stats

* allow perf command to select a period

* add yearly returns to cumulative return plot

* add individual rolling volatility

* add individual rolling sharpe

* add individual rolling sortino

* add individual rolling beta

* add period to cumulative returns

* clean up on aisle 5

* minor fix

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

* remove duplicated metrics

* check for portfolio and benchmark more modular

* fix tests

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

* allow hold to export raw data from tail

* automatically add space before and after table

* add portfolio holdings in percentage

* fix relative dates to be more accurate

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

* fix cumulative return and implement new yearly return command

* add daily returns graph

* add distribution of daily returns command

* add monthly returns command

* add summary command with multiple metrics for a specific period

* calculate yearly (out)performance

* fix show

* rbeta with benchmark of 1

* improve mret style

* improve title of distribution

* improve volatility

* minor improvement in doc

* improve mret and yret

* tests

* update portfolio content on hugo docs

* fix ycrv hugo docs

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* fix issue

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-05-19 14:26:37 +01:00
Jeroen Bouma
ccbf194c6a Initialize the Guides and fill in the Introduction to Stocks (#1833)
* Add in all templates of guides and fill in the Introduction to Stocks already

* Small adjustment

* Minor
2022-05-18 15:01:53 +02:00
montezdesousa
4f692f26e6 Feature/yieldcurve (#1734)
* Adds yield curves

* Adds yield curves for several countries

* Adds yield curves for several countries

* Adds yield curves for several countries

* Adds yield curves for several countries

* Adds yield curves for several countries

* ycrv plots by default

* Limits source choices and renames raw columns

* Fix test

* Fix test

* lint

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-18 00:42:29 +01:00
James Maslek
26781cb153 Tidy up autoloading in places (#1832)
* Only try loading from stocks and crypto contexts

* im terrible with git
2022-05-17 23:50:18 +01:00
Minha, Jeong
2815f42a3c patternize validation of axes count with typo fix (#1781)
* patternize validation of axes count with typo fix

* remove unused console import

* fix suffix_text arg name typo

* Black

* add docstring with typehint, fast return if true

* Common : ta > fixing import

* Portfolio : view fix

* Black

* Helper : simplify `is_valid_axes_count`

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-17 20:20:48 +02:00
Jeroen Bouma
93af06a9bc Fix me renaming my own package (#1830)
* Fix me renaming my own package

* Work?
2022-05-17 18:02:22 +02:00
didierlopes.eth
bb6bdcc661 Add a luna crash custom reports (#1816)
* bring dashboards and reports menus one step above

* remove checkpoints

* Add a custom_report for luna_crash

* add Minh updated text and report

* Make a few change to the text

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-05-17 00:53:59 +07:00
Lefteris Platis
54a1b6f545 Feature/hedge (#1768)
* [Bug] Incorrect log for reddit keys. #1733 fix

* Create new feature-hedge

* Significantly improve code of hedge menu

* More robust

* Robustness

* Fix tests

* Fix can't multiply sequence by non-int of type 'numpy.float64' error

* Temporary fix of singular matrix error. Return first feasible solution

* Update Hugo Documentation

* Combining menus and cleaning up code

* Tidy up call_exp

* Update tests Round 1

* Update tests Round 2

* Fix linting error

* Fix linting?

* Fixed glitch

Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-14 13:27:26 +01:00
Jeroen Bouma
7e37ed0444 Add comparisons between the portfolio and benchmark including an orderbook sheet (#1773)
* Add in Portfolio Holdings for Attribution functionality

* Update a whole bunch

* Small bugfix and linting

* Remove print statements

* Update Excel to match Yahoo Finance categorization

* Make sure portfolio and benchmark are aligned

* Add in benchmarks, robustness and bugfixing

* Improve the spreadsheet

* Add in allocation model and improve portfolio features

* Bugfixing and more equities in the template

* Bugfix

* Bugfixing

* Add tests and website stuff

* WORK

* Clean up the code

* Add back in terminal changes

* Missing an enter imo

* Documentation fix

* Small fix

* Change code because tests cant handle formatting

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-14 12:42:01 +01:00
James Maslek
c69e14a5ca Improve main terminal menu + small alignments (#1813)
* random spacing

* add m

* Add context descriptions to main terminal menu

* clean up forex alignment

* lint
2022-05-13 01:54:58 +01:00
Danglewood
ca6d11a020 Updates a small typo in index list of economy/yfinance_model.py & also adds additional indices to the list. (#1811)
* 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

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-12 23:25:03 +01:00
didierlopes.eth
a7c148026f Re-add notebooks removed by #1805 (#1812)
* bring dashboards and reports menus one step above

* remove checkpoints

* add notebooks again
2022-05-12 22:47:04 +01:00
Theodore Aptekarev
e22285945d Update project version (#1807) 2022-05-12 19:52:02 +03:00
didierlopes.eth
2e45f72482 OpenBB Terminal blended signature (#1806)
* bring dashboards and reports menus one step above

* remove checkpoints

* blend openbb terminal signature

* linting

* update gitignore

* fix crypto dd tests
2022-05-12 16:11:26 +03:00
didierlopes.eth
37ea3fd6a3 Reports and Dashboards to be one level above (#1805) 2022-05-12 12:35:36 +01:00
jose-donato
24cf4a4b4d fix 1756 (#1801)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-12 03:18:51 +01:00
didierlopes.eth
a2ecbe9bfe Improve overall UX (#1804)
* Improve overall UX

* follow Andrew suggestion

* improve versioning modified

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-12 02:51:29 +01:00