* I missed some sheet_name ones :)
* Move quote to main menu and combine yahoo finance commands
* Update stocks for quote
* First update to move yfinance away from main functionality
* Small updates
* Update tests to reflect changes
* Fix some little things
* Update docs a little too
* Remove the Due Diligence menu
* Update tests for new change
* Update fa and stocks with new text and move some stuff around
* Bye bye dd
* Pls work
* work..
* work..
* work..
* Work..|
* Add tests back in
* Remove tests
* Fix fix fix
* Remove tests to fix conflicts
* Improve the `stocks/search` command (#4084)
* Improve search command
* Make it more intuitive
* Fix tests
* Update the docs
* Ok done
* Ok done 2
* Ok done 3
* Git update tests that failed
* Update commands with --sheet-name that didn't work (#4088)
* Update commands with --sheet-name that didn't work
* Fix test
* oops
* Adds auto completion to `news` (#4089)
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* quick fix to auto complete args
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/Windows-CLI (#4087)
* init
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* Update windows10_build.yml
* oops
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Adds end date to `forex/load` (#4077)
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* adding end date to the forex load
* added some tests
* added example
* always show msg
* rewriting test
* updating tests
* updating tests
* Redo load tests
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Update tests to reflect changes
* work..
* Remove tests
* Fix fix fix
* Remove tests
* Update the whole test folder
* Small updates
* Revert change
* Update eodhd to reflect it requires a paid plan and update tests
* Fix all the tests
* Update tests
* Update integration tests
* Removing tests so no whining happens
* ADD ALL THE TESTS
* Fix linting
* gitignore. thanks jer
* Add back dd and redirect to fa
* Update to just display a message
* Update OpenBB SDK commands
* Fixing issues with exporting
* Fix ruff messing up
* Fix tests
* Fix the tests by disabling isort to run on tests folder
---------
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* Fix plot look when using eval and add query to choices (#3881)
* convert index to datetime and update choices
* uncomment economy integration test
* fix treasury concat bug
* fix datasets concat on duplciates
* Lock ruff version so that new lints dont break our CI (#3905)
* Lock ruff version so that new lints dont break our CI
* Bumped pre-commit ruff version
* returning always a dataframe
* Revert "returning always a dataframe"
This reverts commit d5dbf3132f.
* black everything
---------
* Re-solve the dependencies for optimization extras
* Remove unused reportlab helpers
* Update install from source and troubleshooting docs
* Fix typos found by cspell
* Prevent po menu from launching when optimization toolkit not installed
* Add optimization dependencies to default requirements.txt for the CI
* Add optimization toolkit installation to the CI
* Fix markdown linting
* Update CI test dependency installation for matrix tests
* Fix markdown linting
* Update source installation docs
* Clean up ToC in the main readme
* Update the SDK documentation
* Fix markdown linting after making readme sections linkable
* Fix more markdown linting
* Fix more markdown linting
* Update secrets detection with exclusion rules
* Bump detect-secrets configuration
* Tune secret detector
* Fix more markdown linting
* Add optimization toolkit install to installer GH actions
* Add optimization toolkit install to docker build
* Fix typos
* Add "all" extras setting to install torch and riskfolio
* Move forecasting dependencies to pyproject.toml
* Update CI build configs
* Update documentation to feature the "all" extra
* Lint markdown
* Update docs to specify requirement of having a C compiler
* Added log Id to codesigning steps in inteel Macos workflow
* Changed disk for the m1 macos build
* Changed disk for the m1 macos build
* Changed disk for the intel macos build
* taking out sigtool removal line
* Remove dev version number from pyproject.toml
* removing sigtool from all build steps
* changes to m1 build and commenting test_report_economy
* more m1 build changes
* testing exit on conda setup
* some more
* changing shell to bash to setup conda
* bash on lines
* bash on all lines
* small bash removals
* intel fix and test_crypto int test
* upgrading setupminiconda version
* adding back in intel conda init and reset
* intel removal of init
* taking bash back out from m1
* removing old codesign lines
* adding codesign specific binaries
* ssl fix for all terminal
* removing if installer
* various ssl fixes across commands
* fixing ssl mistake
* integration test changes
* Linting + remove comment
* Update poetry.lock
* Update requirements
* Update the docs to mention that PO is not working on arm arch
* Update deps to pin setuptools
* Disable reports on pyinstaller packaged version
* Update reports
* small grammar change for forecast report message
* Pin grpcio following introduced regression in 1.51.0
* Update docs to reflect changes in how optimization is installed
Co-authored-by: Luqman Bello <lb@Luqmans-MacBook-Pro.local>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
* modify export function to user data function
* change to exports
* change i18n
* be able to change user data folder
* black
* add exports to paths_helper
* black
* minor fixes
* fix
* small change to exports
* fix
* exports changes
* fix export
* fix reports export
* black
* minor changes
* fix test
* fix dcf export
* type ignore
* black
* pylint
* fix tests
Co-authored-by: Chavithra <chavithra@gmail.com>
* merge API factory
* add helpers, stocks, crypto, forex
* minor forex changes
* include forex api paths
* add 2 missing forex funcs
* portfolio brokers refactor
* display help on api func call
* add econometrics virtual paths to api
* add api unit test
* fixed report for the new api
* minor portfolio refactorings
* added gdapps
* anchor_yield path
* some more crypto path fixes
* small change
* fixed wrong param
* minor fixes
* wip - inital commit for forex report
* add bw as a model, we'll get better solution afterwards
* added ema with dummy model as it adds great functionality to the report
* minor fixes
* wip - added functions to forex report
* add feedparser news path
* add new virtual paths to api
* adding commands to equity report
* revert to old paths, new ones were breaking
* Add in very basic ETF report
* Add candle chart to ETF report
* add etf load
* allow use of candle without data
* add raw to candle
* added forex report
* ongoing equity report
* equity report change
* fix some portfolio bugs and add docstrings
* include portfolio paths and coin class
* add crypto paths
* change event dates to str
* starting economy report
* window for limit
* equity report and refactor newsapi
* add helper to api
* update on economy report
* equity report
* update economy report
* refactor some docstrings
* change maturities helper
* refactor newsapi
* refactor futures command
* add some sauce to ycrv plot
* black
* update report
* refactor alphavantage
* refactor wsj
* update economy report
* ycrv tenor
* map avaiable_indices
* map economy helpers
* fix econdb docstring
* add plots on economy report
* minor fixes
* wip - crypto report
* update economy report
* added same default args as view
* added view to explicity use chart=True when suing the api
* adjustments - removed rich tables to use only df
* final version economy report
* change report name
* equity report for review
* linting
* add etf symbols endpoint
* incorporate feedback economy report
* fix reports launch by adding tag to economy report
* fix equity bug
* remove analyst name
* fix
* fix news
* make links hyperlinks for equity
* click links
* fixed arg name
* improved news
* small improves
* Fix light terminal stylesheet that would prevent using it in notebooks (#2473)
* improved report
* run reports in installer
* fix#2209
* minor ycrv refactoring
* refactor portfolio/holdv virtual path
* refactor benchmark trades
* fix events args
* adapt economy report to changes
* fix portfolio controller bug
* holdv refactor
* refactor perf command
* start portfolio report
* remove perf view
* refactor holp
* add textwrap3 to poetry (doesn't solve the error)
* fix equity after merge
* add some rolling commands
* fix equity after save button
* improved crypto report, plus minor fixes
* minor fixes on the reports
* add maxdd and distr
* refactor qa
* var command
* refactor qa expected shortfall
* add es command
* add es command
* fix qa percentile bug
* fix economy rendering
* refactor qa omega
* add om command
* add summary command
* add dret command
* add mret command
* add yret command
* add metrics
* add allocs to report
* remove bro and po commands, add later
* fixed some tests
* adjustments to crypto report
* Fix docstring for VSCode
Added a note about installing Jupyter PowerToys extension for optimal API usage in Jupyter VSCode, in the API_README.md.
* minor adjustment
* remove nft calendar model virtual paths
* Add in Portfolio report
* fix external axes portfolio view
* Update portfolio report with rolling plots
* Details for ETF and Portfolio
* fix economy report
* change analyst to openbb
* floppy
* fixed unmatched axis in reports
* Speed up tests
* fix file and load on po
* get_news output
* add some po paths
* Add integration tests for Reports menu
* refactor maxsharpe
* open maxsharpe
* open minrisk
* open maxutil
* open maxret
* Added fixes
* black
* remove useless views
* Fixed small issue
* refactor ef
* open ef api
* portfolio optimization report
* Added fixes
* unblock api loading
* add more endpoints
* update po report
* unblock api loading
* update po report
* expose herc
* expose property endpoint
* Added fixes
* More api fixes
* flake8
* Fixed some mypy
* news api model
* flake8
* mypy fix
* mypy
* black
* pylint
* fix tests
* markdown
* markdown
* Added fixes
* fix economy report
* merge
* fix economy report
* remove empty notebook
* expose nco
* remove jupyter notebook
* expose plot endpoint
* remove po report, just used for tests
* api v paths plot
* remove api_old
* change loading msg
* fresh reports fix
* remove papermill from requirements
* Hide output (text and charts) that is produced during report execution
* minor fix in equity
* comment out api and fix style
* update poetry
* poetry fix
* fix poetry and requirements
* pylint disable
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Diogo Sousa <diogosousa@Diogos-MBP.lan>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
* Change about us to open_terminal_documentation
* Change the home menu to be more compact
* Make changes to menu layout and change bottom bar
* Change about command to send you to the documentation and add about to bottom bar
* Add in about choices to all menus
* Adjust wording
* Adjust the website to match terminal commands and make adjustments for common menus
* Update the website and small change to about command
* Small adjustment to about command
* Remove update command
* Add some more info about arguments
* Fix broken link
* Add pro tip
* Update keys to work well with about
* Fix some common paths
* Add back in the update command with exception if packaged application
* Remove update comment
* Fix all the things
* Make about more robust and also add in exe
* Make sure that there are actual commands and menus
* 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>
