Commit Graph

55 Commits

Author SHA1 Message Date
Theodore Aptekarev
1dc3bc0b56 Add sonarqube artifacts to ignore (#3663) 2022-11-30 09:58:38 -05:00
Colin Delahunty
9f7635faee New Integration Tests (#3377) 2022-11-25 22:18:52 -05:00
jose-donato
dc9ae37f6a feat: fixes on docs website (#3563)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-11-25 10:44:06 +00:00
Chavithra
263840494b Docker : update publishing (#3545)
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Docker : update doc
2022-11-23 10:38:50 -05:00
Colin Delahunty
5c14e280a0 Bug fixes (#3423)
* Got basic testing file done

* Continued progress on new integrated tests

* Allow for dynamic parameters, update docs

* Massive improvements

* Improved CSV file

* Renamed file per James2

* Added fixes

* Added fixes

* Combined the docs

* Renamed file

* Fixed typing issue and simplified code

* Captures output for tests

* Fixes 3418

* Fixed financial statement exports

* Fixed sean seah

* Handle no ticker

* Added fixes

* Removed unwanted changes

* Removed unwanted changes

* Removed unwanted changes

* Fixed tests

* Fixed tests
2022-11-22 08:17:47 -05:00
jose-donato
eb0c305107 Sdk markdown generation (#3407)
* fix(docs): added margin between sections

* Fixes

* Update stocks_helper.py

* update git-actions set-output to new format

* Update stocks_helper.py

* Update terminal_helper.py

* removed LineAnnotateDrawer from qa_view

* lint

* few changes

* updates

* sdk auto gen modules done

* Update stocks_helper.py

* updates to changed imports, and remove first sdk_modules

* Update generate_sdk.py

* Update generate_sdk.py

* pylint

* revert stocks_helper

* Update generate_sdk.py

* Update sdk.py

* Update generate_sdk.py

* full auto generation, added sdk.py/controllers creation

* missed enable forecasting

* added running black in subprocess after sdk files generation completes

* removed deleted sdk_arg_logger

* comment out tests

* property doc fix

* clean up

* Update generate_sdk.py

* make trailmap classes useable for doc generation

* Update generate_sdk.py

* added lineon to trailmap class for linking to func in markdown

* changed lineon to dict

* added full_path to trailmap for linking in docs

* updated portfolio

* feat: initial files

* feat: added meta head

* feat: added funcdef

* added func_def to trailmap attributes for markdown in docs, added missing type hints to covid functions

* feat: added view and merged with jaun

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* Update generate_sdk.py

* init

* fix returns

* fix: random stuff

* fix: random

* fixed encoding issue on windows

* fix: generate tabs

* Added changes

* Added fixes

* Updated dependencies

* Added Jose fixes, pls work

* FIxed small issue

* Automated Change

* Added forecast, will prolly also need to pip install

* Added fix

* Automated Change

* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* Automated Change

* removed Juan sdk

* update

* updates

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fix: some more stuff

* fix: bump ga to 3.10

* fix: examples

* fix: removed functions from root and moved ga

* fix: run pages only when main is merged

* fix: new poetry.lock

* Update dependencies

Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: colin99d <colin99d@users.noreply.github.com>
Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-22 12:17:35 +01:00
teh_coderer
6c9c6a68ec Terminal Docs Auto Generation (#3438)
* init

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* moved folders out of common into root

* remove cat from trail if sub in [ ba, ta, qa ]

* Update generate_terminal_markdown.py

* un-indented example images

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* Update generate_terminal_markdown.py

* replace ✨ with 🦋

* Update regression_model.py

* updates

* up

* fix missing type hints, added defaults to sdk generation

* typing

* typing

* datetime defaults, fix dict_keys([]) in choices

* fix regression docstring, added divider on markdowns

* fix get_hcp portfolio trailmap

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update .gitignore

* Making it more 3.9 friendly

* Update controller_doc_classes.py

* Update generate_sdk_markdown.py

* Update controller_doc_classes.py

Co-authored-by: Chavithra <chavithra@gmail.com>
2022-11-22 00:21:18 +01:00
Colin Delahunty
963ca9b2b9 Audit SDK and View/Model functions (#3384)
* Initial commit

* Finalized functionality

* update script

* Allow using it without forecasting

* Update gitignore

* Update `sdk_audit.py`

* Fixed issues, found more

* Added fix for helper functions, and column for SDK type

* Checked one more thing

* Moved file

* Move files ending with models/views

* Added fix of name

* Added file path fixes

* Patch to fix sdk_audit for windows

* fix

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-17 16:25:36 +01:00
Colin Delahunty
9a7329a13e Integrated tests generate a csv file (#3352)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-11-09 08:10:03 -05:00
montezdesousa
cd420c51c7 New format for SDK documentation (#3211)
* example changes in slopes

* change lettering size and side bar capitalization

* revert back to Fira

* start automatic website generation

* this was autogen

* add examples to slopes model

* generate slopes doc

* change to _index.md

* allow italic formatting

* fix regex

* option to regenerate paths

* update alt docs

* fix generate

* update alt

* fix generate

* update common

* target italic only for types

* format alt

* format italic common

* add sig indentation

* update sig indent alt

* update common ident

* add todo

* generate docstrings for all menus

* fix maxdd

* fix returns font size

* fix keys docs

* fix more docstrings

* escape literal symbols

* escape literal symbols

* reformat keys

* format opt

* remove literal escape

* remove another literal escape

* remove another literal escape

* unindent returns

* update docs return unindent

* add comma in last arg

* fix funcs without params

* fix signature

* compact some code

* refactor some more code

* refactor some code

* some final cleanup

* write docstrings

* change main

* move futures paths

* generate futures docs

* add external axes references

* fix typo

* revert to double docstring

* fix small bug

* remove docs folder

* generate.py in website folder

* add forecast to docs

* clear some warnings

* fix underscore

* remove cite

* refresh website docs

* fix forecast docstrings

* fix po

* fix po docs and remove italic

* fix more docstrings

* remove last warning

* codespell

* flake8

* exclude website contente from flake

* noqa on optimizer

* update website

* fix mypy

* remove setup from mypy

* mypy to openbbterminal

* update precommit

* pylint

* try to remove sdk loading issue

* avoid logging on test

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-11-09 13:00:10 +00:00
montezdesousa
a9787dd2d1 Refactor reports menu and make it work on installer (#2878)
* start papermill rollback

* move reports to templates folder

* comment some stuff

* refactor reports controller

* change var names

* clean ctrl class vars

* small refactoring on metadata search

* relocate some func

* breaking changes

* revert some changes

* destroying changes

* change menu appearance

* change menu appeaerance again

* update choices

* change some assets locations

* remove unused vars

* change some docstrings

* rename vars

* its working

* forgot one dash

* omg its working

* clean some code and doc

* change func name

* fix a bug and add some comments

* fix economy report startup

* add custom reports

* allow custom reports

* forgot to delete this

* unused import

* make somestuff more explicit, 5 min rule

* add helper func

* supress errors--no-verify

* add some type checks

* fix check ipynb func

* check inputs in run

* rewrite some integration tests

* remove unused import

* add some docs to website

* add auto completion

* warn if no forecast

* add to do

* add arg name if 1 arg

* add papermill pointing to github main

* add notebooks

* fix terminal spec

* relocated choices files

* merge main

* relocate website docs for reports

* limit user choices

* fix portfolio auto completion

* limit choices fix

* clean som edocstrings

* limit user choices in run command

* improve run parser

* fix msg

* add reports controller tests

* relax crypto choices limit

* contain commands

* pass pre commit

* flake8

* flake8

* ignore mypy

* pylint

* website

* move docs to jupyter tab

* add installer dep

* remove etf

* remove reports

* update reports to main

* handle events erros

* rever reports to previous commits before main merge

* add papermill installer strategies

* add flags to terminal

* avoid sdk crash

* execute notebook in thread

* remove unused sys

* execute report in a child process

* fix some notebook stuff

* fix portfolio report

* fix reports controller volatility

* change api to sdk

* move images

* remove som unucessary installer imports

* remove debugger warning

* move ipykernel launcher

* supress notebook crash

* remove portfolio decorator

* fix run command

* forgot to change this

* add images

* fix portfolio report

* fix crypto report

* linting and tests

* add run integration test

* pylint

* hide reports module args

* try at supressing args

* try at supreccing warning

* solve some os issues

* handle pm errors

* fix warning unrecognized arguments

* change comment

* avoid crash when parameters not found

* fix etf commands

* minor cleanup

* update forecasting check

* fix some linting

* fix futures test

* pylint

* limit user choices to prompt

* limit user choices to prompt

* supress warnings

* revert poetry lock back to main

* papermill pointing to main

* flake8

* forgot requirements

* Update helper_funcs.py

* Update reports_model.py

* choices

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-10-26 21:27:30 +01:00
Colin Delahunty
7fe22c1890 Added back dashboards (sorry Didier) (#2751) 2022-10-09 14:30:49 +02:00
martinb-bb
7fd72d9ee1 Forecasting Menu [Work in Progress] (#1933)
* Gave forecasting memory

* Fixed scripts, refactored

* FIxed poetry lock

* edge case check for forecast target

* Improved combine and load functionality

* Cleaned up translations

* Fixed issue with covariates

* Fixed issue checking covariates

* Another covariates check fix

* Ignored regr and linregr warnings

* Fixed covariate issues

* switched from forecasting to forecast

* Finished transition to forecast

* Can add entire dataset with one command

* Improved combine description

* Removed naming covariates

* Created new installation

* typo

* Make plot show dates if available

* Added better handling or users without the menu

* Removed unused file

* Fix

* Better handling for nontraditional datasets

* Fixed black and pylint

* Fixed tests

* Added darts install to main tests

* Working on darts with CI

* Added back test file

* Made large tables print better

* naive baseline

* typo

* Finished naive

* no dollar on prediction

* fixed positive MAPE bug

* quick refactoring

* Fixed two different args for same thing

* added extra patience

* linreg mape fix

* info fix

* Refactored API, bumped to Darts 0.21.0

* Added fixes

* Increased verbosity for wrong column

* Updated dependencies

* Hid warnings

* Fixed importing

* Fixed tests

* Fixed ugly seasonal plotting

* Fixed forecast line color

* Switched chart output to blue

* Simplified lambda_price_prediction_color

* fixed residuals

* Chnage

* Removed darts from CI per Chavi

* Added fixes to tests

* Added knnfix

* Fixed issue where n!= o

* Added changes

* Added changes

* Imrpoved forecast dash

* Added Theo notebook

* Added enhancements to dash

* Added notebook

* Added fix for jupyter lab

* Added debug stuff

* Change

* Updated docs

* Fixed formatting

* Fixed formatting

* Removed prints

* Filtered some info

* Added button to run model

* Improved api

* Added secret feautr (no peeking Martin)

* Cleaned code

* Fixed tests

* Added test fixes

* Added fixes

* Fixes

* FIxes for pres

* Remove bad tests

* Removed knn

* Fixed issues with removing mc

* doc for conda

* Added forecast improvements

* Added streamlit support

* Fixed issues

* fix expo with streamlit due to quantile()

* fixed performance issues with streamlit for now..

* clean up historical forecast with new trainer

* quick fix for regression trainer params

* Added fixes

* quick fix for other fix for regression trainer params

* table formatting for timestamp

* potential fix for inf in feature engineered datasets

* Basic working in new format

* dw

* Trying

* Fixed issues

* Improved graphing

* fixing trainer for LR and formatting

* doge and linting

* page break

* automatic cleaning of datasets

* automatic cleaning of datasets- fix

* Fixed forecast dates

* Made dashboard prettier

* Added fixes

* Added fixes

* Added options

* Fixed error

* remove caching

* adding in spinner

* Added vairable n_predict in streamlit

* Added mypy fix

* renaming and range change

* new index for n predict

* check positive float for window size

* 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

* renaming

* reorg files

* Update _index.md

* hidden which command for versions

* Update _index.md

* Update _index.md

* which: ns parser

* hugo for: which

* hugo for: forecasting fix

* formatting black

* update stock controller test

* Lay groundwork for better residual plotting

* improved delete to allow for periods in title

* improved automatic cleaning of inf

* Added new API

* Added new API

* Added new API

* formatting for black

* Updated our testing CI

* Reverted changes

* Added forecast docs

* Fixed mypy issues

* Fixes tests

* Did some refactoring, added a report

* new api in streamlit

* Added integrated tests

* Update _index.md

* improved loading in custom dataset

* menu spacing

* installer fixes

* Added docs fixes

* Adding comments to test if commit working

* Fixed report

* naming conventions

* formatting

* removing unused var

* Made last report imporvements

* Update README.md

* Added fix

* Switched to warning

* Added fixes

* Added fixes

* Added fixes

* Added fixes

* Update economy av view test

* Remove forgotten print statement

* Update depencencies

* Added verbosity to pytest

* Added fixes

* Fixed pylint

* Fixed actions checkout

* Added fixes

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-10-08 14:54:43 +02:00
Theodore Aptekarev
507cbfab39 Small fix (#2240) 2022-08-03 07:48:45 -04:00
Jalil F
2edc04c9e4 Add jupyterlab build folders to .gitignore. fixes OpenBB-finance/OpenBBTerminal#2121 (#2122) 2022-07-22 01:30:17 +03:00
Theodore Aptekarev
79e9275ccf Release/1.5.0 (#1926)
* Add more build assets and all notebook checkpoints to ignore

* Delete old reports that were accidentally added to the repo

* Fix portfolios not bundling

* Add mac installer image assets

* Update license

* Make the code folder hidden in macOS package

* Add folder and launcher icons programmatically during build

* Change dmg creation tool to create-dmg

* Update macOS installation docs

* Bump project version

* Update macOS installation instruction image links

* Fix macOS installation instructions styling

* Unify macOS install instructions image size

* Point download links to the website vs github

* Fix macOS launcher self-quarantine command

* Fix routines not launching in packaged apps

* Fix .openbb test mode not displaying filenames during test run

* Remove file with weird apple character in path
2022-06-10 21:32:13 +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
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
andrewkenreich
ccb0b6ca69 Adding Necessary files to fix the windows installer splash screen (#1653)
* Adding Necessary files to fix the windows installer splash screen

* Bundle defaults json into project root location on mac

* Bundle linearmodels and statsmodels with pyinstaller on mac

* Tell dotenv to override defaults

* Fix a typo and add a "todo" in comments

* Explicitly silence bandit's false positives

* Fix typo

Co-authored-by: jmaslek <jmaslek11@gmail.com>
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>
2022-04-12 21:46:57 +03:00
Colin Delahunty
826cd8a723 Add tests for bots/stocks (#1616)
* Added test_quote

* Added dps tests

* Added more tests

* Added government tests

* Added insider tests

* Added options tests

* Added sia tests

* Added ta tests

* Readd coverage rc

* Added test
2022-04-03 21:13:14 -04:00
Colin Delahunty
6538c0ce14 Expanding bot tests (#1561)
* Expanding bot tests

* expanded tests

* Added tests

* Added stock test

* Fix filepath

* Attempted mock

* Bots : test_run_telegram

* Enhance tests

* Fixed black

* Expanded tests

* Added fix

* Ingore interactive files

* Removed bot dependency installation from tests

* Fix one black

* Fixed black

* Added init.py

* Added pylint disables

* Added skip

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-04-02 14:47:46 -04:00
Artem Veremey
fe1068882e Updating and renaming Docker images (#1594)
* Updating and renaming Docker images

* Renaming OpenBB Terminal.bat
2022-03-29 14:44:44 -07:00
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
Theodore Aptekarev
ab4de1dd70 Create a packaged app bundle with Pyinstaller (#1525)
* Add dashboard widget assets

* Add ipywidgets and ipyflex to project

* Add currencies dashboard notebook

* Update docs and docstrings

* Add pyinstaller to project deps

* Add pyinstaller artifacts to gitignore

* Fix linter errors in terminal.py

* Update cspell hook and action with a pyinstaller specific word

* Add pyinstaller specfile and artifacts

* Add splashscreen image

* Add app icon

* adding splash screen support to terminal.spec and terminal.py

* Restore the conda env build files

* Sync deps

* Add border to the splashscreen image

* Clean up terminal launcher

* Add support for default feature flags in packages apps

* Fix types and linting

* Add splashscreen management to app bootup

* Check prediction feature flag when entering crypto/pred

* Update pyinstaller spec file

* fix .spec file to work for splash and icon - removed the ".."

* Allows to export when using installer (#1568)

* fix export for packaged apps

* fix filename

* Git : replace commit_hash when it is set in config_terminal

* Add update of the git commit hash in gtff default during build

* Add packaged app name and feature flag to logs

* Add platform specific icon assignment

* Add macOS build assets

* Add tensorflow to hidden imports

* Move LOGGING_COMMIT_HASH to gtff

* Adding files/folders needed to .spec  and pyinstaller folder. This will make certain commands work again.

* Linting

* Workflow : ignore ./build/pyinstaller from codespell

* Workflow : exclude ./build/pyinstaller from flake8

* Poetry + Workflow : add types-six

* Pyinstaller : remove property_cached, user_agent and vaderSentiment

* Revert "Pyinstaller : remove property_cached, user_agent and vaderSentiment"

This reverts commit dbb3e2b810.

* Clean up local paths in specfile

* Validate deps have correct Jinja version (they do)

* Fix logging commit hash to be set correctly for the logger to see it

Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-03-29 02:35:56 +03:00
Theodore Aptekarev
cfb1eb392f Update reports and dashboards with nicer looking examples (#1524) 2022-03-25 18:10:54 +03:00
Colin Delahunty
ee82ff0f98 Fix Bugs (#1432)
* Fixed stocks/ca bugs

* Fixed stocks/fa

* Fixed stocks/ins

* Fixed stocks/screener bugs

* removed http file and added http files to gitignore

* Fixed small issues

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-03-03 09:22:14 -05:00
Colin Delahunty
24670c3b86 Improve integrated tests (#1415)
* Added verbosity and check for file

* Fixed

* Added tests

* Added tests

* Updated .gitignore

* Improved handling

* Fixed tests

* Updated record

* Fixed nested folder

* Standardized path output for windows

* fixed black issues

* Fixed pylint
2022-02-25 10:41:00 +00:00
Colin Delahunty
5fedb8e042 Fix More Bugs (#1364)
* Fixed crypto/disc bug

* Fixed econ_fred

* Fixed forex_oanda

* More bug fixes

* Removed print

* Delete tags

* Changes

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-02-15 13:19:13 -05:00
Theodore Aptekarev
e1b6022b9c Global plot styles (#1228)
* Add default stylesheets

* Add terminal style helper class and global style initialization in cfg

* Style comments and docstrings

* Load rich terminal theme from config file

* Add application chart styles to candle charts

* Add todos

* Remove explicit color setting for some ta charts

* Add user styles folder to gitignore

* Update default stylesheets

* Add matplotlib font manager support

* Add matplotlib font manager support

* Update docstrings and default style

* Update stocks candle chart formatting (return fig to style title)

* Style common ta overlap view

* Make up and down market colors a part of the style helper

* Update stylesheets

* Style common ta volume view

* Style common ta momentum view

* Style common ta trend indicators view

* Style common ta volatility view

* Style common ta volume view

* Style common ta custom indicators view

* Fix styling bugs and remove the obvious time x lablel

* Style charts in the covid menu

* Set legend position to upper left in the mpl stylesheet

* Add mpl_rcparams configs for parameters not covered by stylesheets

* Remove font configuration files

* Update style class utility functions

* Implement passing external axes and style utility usage in ema & stoch

* Add theme watermark and output helpers

* Rename style to theme

* Update helper usage in ta/ma and ta/stoch

* Update style to theme in sample menus

* Style forex (#1305)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Update code layout in oanda view and black

* Style common TA (#1315)

* Make tight layout optional 'cause mplfinance doesn't support it

* Apply global style to the forex menu

* Add linewidth to theme for use in mpf's addplots

* Add vwap to the stocks notebook api

* Update common/ta overlap to follow charting style

* Apply style on TerminalStyle init

* Enable infrastructure for excluding non-trading days from plots

* Update notebook api to include there and resolve bandit warning

* Update ta/common/overlap to exclude non-trading days

* Enable external ax, style and non-trading days in common/ta/momentum

* Enable external ax, style and non-trading days in common/ta/trend

* Update vwap to the argument naming convention

* Enable external ax, style and non-trading days in common/ta/volatility

* Enable external ax, style and non-trading days in common/ta/volume

* Enable external ax, style and non-trading days in common/ta/custom

* Fix controller tests

* Forgot to disable rewriting of the cassettes ...

* Fix controller errors that came up because a merge conflict

* Fix price label position on fib

* Fix line having wrong x values in fib

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>

* Style economy (#1308)

* Began converting

* Added alphavan_view

* Added CNN View

* Updated nasdaq view, fixed glitch

* Added fred

* Refactored URL

* Theo's requested changes

* Updated docstrings

* Updated tests

* Fixed pylint

* Fixed tests

* Theo changes

* Econ Fix

* Refactor chart style for Crypto context (#1306)

* Remove mock for gff

* Mock visualize_output helper function

* Refactor

* Fix plot helper

* Update legend loc

* Refactor mplfinance candle plot

* Fix errors in the helper function

* Fix binbook having the wrong call_ function name

* Remove hardcoded style params

* Resolve kwargs future warning from pandas

* Remove warnings import

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* funds + custom (#1311)

* funds + custom

* cleanup cleanup everybody everywhere

* Fix external axes conditional and a typo

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Add external axes mode to covid charts (#1328)

* Add portfolio menu plots (#1318)

* Portfolio view plots (commenting out report stuff)

* PA Menu broken.  Commenting out and fix tests

* portfolio optimization

* comment out commented api line

* Add notes on disabling the pa submenu

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Plot updates in common BA (#1335)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Etf refactor (#1323)

* Refactored no ETF

* Fixed gtff import

* Fixed tests

* Fix pie chart style

* Refactored etf/candle

* Added pylint fix

* Fixed tests

* Update candle chart layout

* Update etf controller test

* Remove strange binary file

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Expose ETF candle function in the notebooks API

* Common BA and Common QA charts update (#1342)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Remove scientific notation

* Black imports

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>

* Options refactor (#1324)

* Fixed alphaquery_view

* finished options

* Fixed pylint

* Fixed tests

* Fixed tests

* Fixed tests

* update yfinance

* Tradier + Chartexchange

* change mocks from gtff to theme.visualize output

* tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: james <jmaslek11@gmail.com>

* Refactor Stocks menu (#1325)

* Fix backtesting menu

* Refactor comparison analysis

* Refactor Dark pool shorts

* Refactor rest of menu

* Fix test

* Fix tests failing

* Fix tests fail

* Fix test failing

* Remove record mode=none to record new output

* Rewrite test output

* Rewrite test outputs

* Adding more rewritten test output

* Mock plt.show

* Mock missing plt.show

* Missing @pytest.mark.vcr

* Updating tests : common/behavioural_analysis/finbrain

* Improve notebooks API coverage for CA and DPS

* Silence annoying flake8 warning

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>

* Charts update for common/pred (#1344)

* Add external axes support to common/ba/finbrain

* Add external axes support to common/ba/twitter

* Add external axes support to common/ba/google

* Add external axes support to common/ba/sentimentinvestor

* Add sentimentinvestor to the notebooks API

* Fix tests

* Update stylesheet files

* Refactor charts for common/qa

* Update the forgotten line plot

* Update tests

* Add missing arg to a docstring

* Style pred helper and controllers

* Update ETS plot

* Update plots in KNN and pred helper

* Update plot and pretty table for arima

* Update plot for common/pred/regression

* Refactor mc_view

* Fix linting

* Fix mypy

* Move plot title to the axis level to make more vertical space

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>

* linter

* Update common/ba test data

* Change etf candle to match stock candle

* try updating sia test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-02-11 20:33:16 -05:00
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
Colin Delahunty
dc07845a8f Update pre commit (#1221)
* Fixed Flake8 issue

* Added all config_terminal settings

* Updated how we handle configuration settings

* Made work again

* Fixed error

* Fixed error

* Fixed error

* Removed from pre-commit

* Added --debug feature

* Added changes
2022-01-23 18:12:40 -05:00
Colin Delahunty
006b3570b7 Baseclass (#1141)
* A working decorator

* Basic intro

* Added more

* Refactor

* Refactor

* Cleaned code

* Simplified function (thanks Chavi)

* Small change

* Updating tests : fix issue with mock

* Updating tests : fix remaining mocks after merging

* Updating tests : black

* Cleaned up

* Finished base cases

* Notes

* Slight changes

* Added dynamic options handling, error persists

* Fixed pylint issues

* Fixed mock

* fix decorator with dynamic dictionary of args

* move choices from dynamic to const in crypto/ov

* Updated var names

* Check

* Moved decorators

* Fixed import issues

* Fixed tests, update payoff controller

* Fixed tests

* Fixed pylint

* Updated files

* Added base class

* Added reset

* Improved base class

* For James

* More menues converted

* Added contexts

* 24 controllers left

* 18 Controllers left

* Changes choices

* 9 controllers left

* Added all controllers

* Fixed glitch

* Replaced all improper callings of class

* Removed menu decorator

* refactored try_except

* Last commit

* Black fix

* Bug fix

* Added James' new menus

* Fixed tests

* Fixed 8 tests

* Fixing mypy issue

* Updating tests : stocks/options

* Fixed options

* Fixed tests

* Updating tests : stocks/options

* Fixed tests

* More test fixes

* Updating tests : stocks/ba

* Fixed options test

* More bug fixes

* Fixed tests

* fixed pylint

* Skipped test_call_load

* Add typings to base class

* Fix issue with appending auto completer options + bugfixes

* Add typings to base class

* Terminal throws error for bad path

* sexy solution to auto completer in runtime

* more sexy reset with reset_level stored

* no so sexy jump between indirect menus

* Removing choices argument

* refactor custom_reset

* Fixed tests

* Theo fixes

* Added back function

* Fixed tests

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-01-08 19:30:03 +00:00
jose-donato
efab61a281 Crypto Tool: Calculate potential returns (#1146)
* enabled some crypto commands in dd to be called independent of source loaded

* support for coin_map_df in all dd functions + load ta and plot chart refactor

* updated tests and removed coingecko scrapping where possible

* removed ref of command from hugo

* updated pycoingecko version

* refactoring load

* refactored load to fetch prices; pred can run independent of source now

* load by default usd on cp/cg and usdt on cb/bin

* updated to rich for formatting and updated dependencies

* fixed changes requested

* created prt controller

* creating model

* removed unused print

* restaged

* adds current market cap

* added reports to gitignore
2022-01-07 09:53:54 -05:00
Colin Delahunty
eb0dde4603 Refactored Reports (#1123)
* First working program

* added Voila support

* Attempt to fix requirements

* Revert depen

* Another dependency test

* Fixed errors

* Small changes

* Fixed help

* Added port warning

* Fixed continued terminal use

* Last change, we good fam

* Added placeholder so we can have stored

* Didier changes

* Fixed exit

* Fixed issue
2022-01-04 20:51:11 -05:00
Colin Delahunty
caa2c88c12 Stock Dashboard (#1018)
* Added notebook

* Massive refactoring

* Significant enhancements

* Error handling, variable renaming, refacotring

* Reformatted widgets

* Made rolling adjustable

* Fixed date bug

* Began transition to plotly

* Expanding dict

* Expanded analysis, formatted with black

* Added

* Replaced matplotlib with Plotly

* Slight updates

* Enhanced ability to format dashboard

* Fixed duplicate graph errors

* Fixed duplicate graph errors

* Found out which renderers work where

* removed unused code

* Final enhancements

* Updated requirements

* Added conda dependencies

* removing unneeded changes

* removing unneeded changes

* removing unneeded changes

* Updated git ignore

* Added notes

* removed unused code, added comma warning

* Allowed multi select

* Updated dependencies

* Simplified dependencies

* Fixed dependencies again...

* Added line endings

* Improved widgets and title

* Dider improvements

* Removed DS Store (sorry Nintendo)

* Updated requirements files

* Updated yml

* Updated yml

* Updated yaml

* Fixing change

* Allow for lab or Voila

* Updated toml

* Updated requirements.txt

* Update conda-3-8-env.yaml

* Update conda-3-8-env-full.yaml

* Updated

* A tragic forgetting

* Dependency reset (not ready to merge

* removed high entropy

* Another dependency update

* Added in my dependencies
2021-12-30 12:22:21 +00:00
Artem Veremey
7b3852a25a Initial implementation of logging (#1069)
* Initial implementation of logging

* Fixing pyupgrade

* Fixing pylint

* Updating per suggestions
2021-12-19 10:32:27 +03:00
Colin Delahunty
0be4c8a2d7 Binomial Options Pricing (#1017)
* Added variables for binom function

* Finished binom function

* Updated .ipynb handling

* James updates

* Expanded definitions

* Expanded description
2021-12-08 16:23:03 -05:00
DidierRLopes
faf412de98 Remove latest news and add Customised news (#923)
* remove disc/latest feature from seeking alpha

* Add cnews to stocks/discovery

* Improve cnews command

* update hugo server

* remove old READMEs

* fix typo

* Improve code to remove d_ and l_

* add *.env to gitignore
2021-11-06 12:08:22 +00:00
Colin Delahunty
f3d6dd1db1 Added Report Text (#886)
* Added basic paragraph

* Updated rmr with new format

* Added beta text

* Simplified get_rolling_beta

* Didier changes

* Removed advice and lowercased strings

* Didn't wait

* Fixed wording

* Added quantity multiplication

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

* wording changes, fixed beta

* Fixed cash error

* Added docstrings

Co-authored-by: Colin Delahunty <colindelahunty@Colins-Air.indiana.edu>
Co-authored-by: Colin Delahunty <colindelahunty@Colins-MacBook-Air.local>
2021-11-03 12:30:43 -04:00
Theodore Aptekarev
2ea3006c07 Update readthedocs creation pipeline #859 (#895)
* Add built documentation to gitignore

* Add documentation creation readme and requirements

* Change manually generated code docs to automatic

* Move myst_parser documentation requirement to pyproject.toml

* Update poetry and requirements files for the readthedocs build to work

* Add prediction extras to requirements-full
2021-11-01 21:11:29 +00:00
DidierRLopes
61ccd504af Improve customisable report generation (#854)
* A more customizable jupyter notebook report implementation

* refine dark pool and due diligence reports

* remove stocks reports

* Add crypto_market notebook report

* remove crypto reports folder

* remove crypto reports folder

* economy data report template

* remove economy reports menu

* Update test.yml

* remove notebooks folder, no longer needed

* Update README.md

* update due_diligence notebook to reflect refactoring of fa

* update gitignore based on Theo suggestion
2021-10-25 22:35:28 +01:00
Theodore Aptekarev
4b8a82f3ae Introduce Jupyter Lab extensions (#718)
* Add folder for Jupyter Lab extensions

* Add initial settings menu extension code

* Add initial terminal launcher extension code

* Add lab extension build files to ignore

* Update settings form sections to be populated from a loop

* Update terminal launcher

* Add script load env from settings

* Update settings schema

* Update settings forms to handle nested schema

* Satisfy eslint

* Lint python code black

* Remove unused python API

* Satisfy eslint

* Update extension icons

* Update terminal launcher menu commands

* Update settings infrastructure for both extensions

* Update docstrings

* Lint python code black

* Lint more python code black

* Add structure for website

* Update labels.yml

* Update the settings form population with user settings

* Add node_modules of the test folder to gitignore

* Add UI tests for the settings extension

* WIP: Update terminal launcher extension code and wip settings

* Add development setup documentation

* Pass settings to environment variables in the launcher

* Update settings extension schema to include custom python path

* Satisfy eslint and flake8

* Add setup.py to mypy exclude paths
The setup.py that goes with the jupyterlab extensions fails the mypy
check and excluding them is the only workaround atm

* Check mypy hook

* Fix linting error raised by pyupgrade

* Change setting name to be different from a system variable

* Update launcher to set env variables with bash stdin

* Clean up unused scripts

* Make jupyterlab mandatory in poetry

* Add Jupyter Lab extension installation docs

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: didier <dro.lopes@campus.fct.unl.pt>
2021-09-09 21:34:04 -07:00
colin99d
4d2239d386 Refactored Tests (#640)
* Added basic openpyxl

* Add screener checks to confirm that preset is correct (#580)

* refactor screener finviz_view to view and model

* Add checks for defined screener preset

* Feature/fraud indicators (#581)

* Fixed glitch reading AlphaVantage API key

* Bug fix

* Added mscore metric

* Refactored code, added error handling

* Updated reademe.md

* Figuring out pre-commit

* Figuring out pre-commit

* Improved formating and code

* Added Zscore

* Formatted code

Co-authored-by: Colin Delahunty <colindelahunty@Colins-Air.attlocal.net>

* Reformated tests and started writing FA

* Removed excel analytics

* Figured out testing with input and print

* Figured out testing with input and print

* Added av_view tests

* Added av_view tests

* Added main_helper tests

* Fixed Poetry

* Added main helper tests

* Expanded pycoingecko_view

* Fixed ETF model

* Added coinpaprika view tests

* Added optimizer view tests

* Updated tests

Co-authored-by: Colin Delahunty <colindelahunty@Colins-Air.attlocal.net>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <colindelahunty@Colins-MacBook-Air.local>
2021-08-07 00:34:25 +01:00
DidierRLopes
a8417d66ea Improve papermill menu (#570)
* allow examples of notebooks

* improve examples folder

* change dp notebook to use yfinance in options

* remove internet connection test

* allow help on papermill report

* improve papermill readme

* fix plotting on dark pool notebook
2021-07-26 04:05:24 +01:00
DidierRLopes
8f6e27d02d Improve automatic reports and add dark pool report (#568)
* Due Diligence and Economy papermill templates improved

* save html report next to jupyter notebook

* new dark pool report

* add dark pool jupyter notebook template

* improve .gitignore
2021-07-26 02:54:15 +01:00
jmaslek
1092cefa82 Add market overview - type data form WSJ (#548)
* Add wsj scraping functions.  Add top movers from wsj to etf menu

* Add wsj functions to econ menu (seems like a rational place)

* update readme files

* etf readme

* Refactor for bossman :)

* OS path cleanup

* revert changes

* poetry lock still had charset 2.0.3
2021-07-16 14:40:39 -04:00
DidierRLopes
07fc037441 Allow to load data from IEX (#536)
* Allow to load data from IEX

* update poetry lock

* add intraday iex data

* Allow to print raw dataframe loaded data

* Move export flag to view command

* fix -h for load function

* more refactoring

* Update README.md

* fix view help

* FTD command improved

* Update README.md

* forgot this one

* fix issue
2021-07-12 20:46:34 +01:00
DidierRLopes
1fc8390c87 Split Brokers from Portfolio Analysis Menu and More (#505)
* Refactor porfolio to portfolio_analysis

* Add notebooks/ to gitignore

* Add Brokers folder

* Add disclaimer note to brokers menu

* Add new degiro folder in brokers menu

* Add degiro README

* Update brokers readme

* DEGIRO standalone menu link

* minor improv

* Update README.md

* refactor more degiro stuff

* Refactor stockgrid.io commands on discovery

* refactor stockgrid usage

* minor improv in doc

* Update README.md

* Update README.md

* Update README.md

* Add user request feature to remove ticker from list of tickers to be optimized

* Refactor portfolio analysis

* Update README.md

* Update README.md

* Update ROADMAP.md

* Change path to be OS-agnostic
2021-06-18 19:08:41 +01:00
DJ
c594e17d0c papermill on screener list 2021-04-29 20:04:26 -06:00
Graeme Merrall
b7d24e9051 Add pyenv python-version, add blank line 2021-03-11 15:58:54 +08:00