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783 Commits

Author SHA1 Message Date
Victor Tang
15afc564ab Improve stocks load (link #3699) (#3700) 
replace yfinance api call with stats to cut loading time

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2022-12-05 15:07:30 -05:00
Chavithra
d10cb3f235 stocks/fa : remove unused functions from market_watch_view (#3701) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Remove unused functions
 2022-12-05 00:51:05 +01:00
northern-64bit
5dbe9f58b0 Fixing the greeks command (#3690) 2022-12-04 16:43:10 -05:00
montezdesousa
faca7ab67d Portfolio optimization bug fixes (#3675) 
* remove hcp

* add prams dict to statics

* little controller bug

* fix view bug

* avoid crash if one stock

* check params on setup

* create parameter class

* check and convert parameters using class

* change params name to avoid confusion

* create a parameter statics dict

* change some funcs names

* remove unused imports

* remove default dict

* optional type

* add multi choices

* cast only int and float

* fix completer

* fix bugs with parameter validation

* fix bugs with parameter validation

* add excel formatting

* sdk needs mapping as well, controller takes care of this in terminal

* small formating

* add some safe guard try except

* controller bugs

* oops

* change export path of parameters to portfolio folder

* add more commands to scripts

* catch optimization exception

* log errors

* black and exceptions

* add flag to test

* black

* flake8

* forgot this

* pylint

* change defaults

* fix ef default

* fix bl

* sync sdk defaults

* sync last defaults

* fix plot heat and add more choices to controller autocomplete

* patch weights

* fix wrong bool parsing

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-12-02 23:56:41 +00:00
James Maslek
f47d15088f Bug fixing (#3680) 
* ycrv bug

* fred search multiple, test fix

* ba/interest to allow multiple words

* Fixes #3642

* Date logic

* debug
 2022-12-02 14:34:40 -05:00
teh_coderer
2494342d4c [Docs] Fred Autogen fix (#3658) 
* Update controller_doc_classes.py

* test gh-actions

* Update gh-pages.yml

* Update generate_terminal_markdown.py

* cleanup generate_terminal_markdown.py, patch binance error preventing generation

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-30 20:35:51 -05:00
Victor Tang
32bfba4874 Bug fix for ETF export (#3664) 2022-11-30 15:18:29 -05:00
James Maslek
fd97a70ab0 add version to sdk (#3656) 
* add version to sdk

* Making dunder version static

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-11-29 14:30:26 -05:00
James Maslek
e044c82e7c Fix #3628 (#3653) 2022-11-29 14:30:11 -05:00
James Maslek
a12b788ea9 remove export choices on export argument (#3655) 
* remove export choices

* Error message
 2022-11-29 19:22:22 +01:00
montezdesousa
72aac683a1 Fix risk measure choices in SDK (#3630) 
* remove hcp

* add check for risk measure

* linting
 2022-11-29 10:12:00 -05:00
Colin Delahunty
58fb984b70 Forecast test (#3636) 
* Fixed some tests

* Fixed some tests

* Finished fixing tests

* Fixed pylint

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
 2022-11-29 10:11:04 -05:00
Chavithra
d825f98fc1 Release 2.0.0 (#3626) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* Set version 2.0.0

* Doc : update docker compose file link

* remove hcp (#3627)

* Update dockerfile

* Update docker compose file

* Docker

* Docker compose

* changing setup nsi to correct version

* Update etf/ta

* Fix etf/tv

* Enabling autocompleter on etf/t

* Remove debug mode

* Disable PO detection on SDK (#3637)

* Turn Riskfolio detection off

* Disable reports/forecast

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
 2022-11-28 21:27:02 -05:00
James Simmons
c7d0c98aa8 Fixing reports on installers (#3623) 
* adding hook

* forgot to add if statement

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-28 13:21:22 -05:00
Chavithra
d712fce7cb ETF : update choices (#3610) 
* Moving Docker folder into Build

* Workflows : update Docker

* Docker : update compose image version

* Docker : fix volumes path

* etf/disc : update choices

* etf/scr : update choices

* etf/scr : update choices

* ETF : update choices

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-28 13:20:57 -05:00
montezdesousa
d8c46b0aef fix po dates params (#3619) 
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
 2022-11-28 13:19:30 -05:00
Pedro Chaves
d2622528e5 Fixed dates on yield curve functions, test functions and doc strings (#3617) 
* Fixed dates on yield curve functions, and doc strings

* black

* black

* unused import

* keeping the valid_date verification

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2022-11-28 12:15:49 -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
Henrique Joaquim
cca3b31856 Fix dashboards (#3577) 
* updating dependencies

* poetry export

* removed breakline from input

* Export dependencies

* Workflow

* Tests

* Workflow

* Dependencies update

* Linting

* Tests readme

* Dependencies update

* Workflow update

* Linting

* Workflow update

* Fix import

* Tests

* Linting

* Workflow update

* Re-solve the dependencies with poetry 1.1.13

* Workflow update

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
 2022-11-28 12:13:22 -05:00
martinb-bb
b1f3dc1bf1 fixing parameters (#3602) 
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-28 09:27:11 -05:00
James Simmons
caf2f853c3 stocks/scr/set fixes and error catching changes. (#3614) 
* fixes to set

* test fixes

* fixing finviz_view

* removing \n to match styleguide

* removing \n to match styleguide

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
 2022-11-28 09:26:43 -05:00
James Simmons
f0d965d3d1 Double exit bug fix on ca menu (#3607) 2022-11-27 20:32:47 -05:00
montezdesousa
2ef3f86b83 Portfolio optimization controller/sdk fixes (#3604) 
* fix plot and show

* clean duplicated code

* fix msg

* fix if no portfolios

* improve error msg

* fix msg and add integration test

* final fixes

* Portfolio/po | alloc : fix paths

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-11-27 19:48:48 +00:00
DidierRLopes
42fd915143 Remove colors from dataframes when saved (#3600) 
* Remove colors from dataframes when saved

* further improvement
 2022-11-27 13:59:02 +00:00
James Simmons
53d59a8691 fixing load and volume (#3606) 
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
 2022-11-27 09:26:36 +00:00
James Maslek
7e7d569f24 Rh bug (#3605) 
* rh fix

* extra space

* Fix didiers bug from commit 1e983ae9e7
 2022-11-27 08:07:18 +00:00
James Maslek
d633b42a41 Etf bug fix (#3589) 
* Etf fix

* docstring

* tests
 2022-11-26 20:16:22 +00:00
Henrique Joaquim
386fbfa9ca Fix #3511 (#3597) 
* added dot verification

* typos
 2022-11-26 13:24:33 -05:00
DidierRLopes
0c89ee639b One text was missing from en.yml (#3568) 
* smallest fix in the world

* fixes test

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
 2022-11-26 11:41:10 +00:00
Colin Delahunty
9f7635faee New Integration Tests (#3377) 2022-11-25 22:18:52 -05:00
jose-donato
2e2e5e2fb6 fix about command (#3532) 
* fix(docs): added margin between sections

* fix: about command

* fix: about command to match new docs

* sdk aout

* fix: fix homepage

* fix: features -> reference on generate; about on homepage

* fix: juan magic

* update on merge workflows

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
 2022-11-25 18:42:07 -06:00
montezdesousa
7480c5efe0 Fix portfolio optimization SDK bugs (#3582) 
* Small improvement to text handling

* fix plot and engine

* change msg

* fix po engine

* fix rc

* fix error

* opt pytest

* bug fix

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-25 18:10:48 -05:00
teh_coderer
79046608b6 Docs Fix (#3543) 
* Update generate_terminal_markdown.py

* updates

* update workflows

* Automated Change

* tests

* tests

* Automated Change

* Update test_generate_docs.py

* Automated Change

* updates

* Automated Change

* Update gen-docs.yml

* Update test.yml

* Automated Change

* Update test.yml

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* test

* Automated Change

* testtt23

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* Automated Change

* added empting reference folders before autogen docs

* updates

* Automated Change

* update tests gitactions

* Automated Change

* up

* Automated Change

* Automated Change

* update pytest

* Automated Change

* tests

* Automated Change

* examples update

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* Update test.yml

* Update generate_sdk_markdown.py

* strip

* Automated Change

* Workflow : check test update

* Automated Change

* Automated Change

* Automated Change

* Update test.yml

* Automated Change

* Update test.yml

* Automated Change

* Automated Change

* up

* Automated Change

* Update generate_sdk_markdown.py

* Automated Change

* update workflows

* fix guides

* testing

* Update gh-pages.yml

* Update gh-pages.yml

Co-authored-by: tehcoderer <tehcoderer@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Chavithra <Chavithra@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
 2022-11-25 17:19:08 -05:00
martinb-bb
e1bba247e2 Forecast docstring fixes and other things (#3564) 
* init commit for doc string fixes

* quick fix

* Forecast Guide Draft 1

* grammar

* sentence edit

* missing word

* target column is a string, not a list. ooops

* clarification on default target column

* minor mods

* more fixes

* Fixed dashboard

* val instead of tickerseries

* Added fixes

* $ --> <>

* Fixed pylint

* one quick change

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
 2022-11-25 17:13:38 -05:00
montezdesousa
f7da5f9ce1 fix file not found (#3574) 2022-11-25 14:54:15 -05:00
Henrique Joaquim
7a9cf08acc Fix crypto candle (#3558) 
* improve crypto.candle

* added raw and examples

* linting

* disable too many args

* format volume if in use

* consistency on dd.candle

* fixed tests as default arg changed

* fixed tests

* Revert "fixed tests"

This reverts commit fb7df62000.

* Revert "Revert "fixed tests""

This reverts commit 8b568d24e5.

* Revert "Revert "Revert "fixed tests"""

This reverts commit 04353b0d11.

* Revert "Revert "Revert "Revert "fixed tests""""

This reverts commit a181e0acdc.

* fixed tests

* wrong branch

* removing changes

* getting rid of mutable defaults, also changed vs_currency to to_symbol - tks @montezdesousa

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
 2022-11-25 14:52:45 -05:00
Colin Delahunty
24d3ae210f Small improvement to text handling (#3573) 
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
 2022-11-25 14:51:30 -05:00
montezdesousa
598044ac6a Fix [Bug] SDK - openbb.stocks.dps.vol_exch_chart - Error: 'Date' (#3561) 
* remove volexch

* remove volexch from sdk
 2022-11-25 14:50:10 -05:00
Henrique Joaquim
0a41d6787e Enforce logging to use str (#3579) 
* updating dependencies

* enforce the last method to keep args and kwargs as  str only

* Removed a modified file from pull request

Co-authored-by: Chavithra <chavithra@gmail.com>
 2022-11-25 10:30:25 -05:00
Henrique Joaquim
d3d6bbe6f9 renamed the package to OpenBB and added git check (#3572) 2022-11-25 12:51:09 +00:00
Colin Delahunty
af0eb7b2b9 Forecast and Economy PR (#3500) 
* Added fix

* Progressed on forecast, did economy

* Fix python 3.10 code

* Fix economy

* Update choices generation

* Fix economy

* Fix choices generation

* Economy fixes

* Added improvements

* Continued work on improving forecast

* Added fixes

* Continuing

* Got some fixes in

* Added fixes

* Added fixes

* Added fixes

* Added fixes

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
 2022-11-25 06:44:18 +01:00
montezdesousa
b2f0e07349 Fix [Bug] SDK - openbb.crpyto.ov.stables - Error: 'rank' (works in Terminal though) (#3557) 
* fix stables

* add examples

* small fix

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
 2022-11-24 18:44:59 +00:00
martinb-bb
7c57fb71c5 Fixing Forecast SDK with data from other menus (#3554) 
* minor check incase using sdk

* fixes combine

* datetime formating

* Update forecast.md

* fix testing
 2022-11-24 11:59:10 -05:00
montezdesousa
222cceb1f3 Fix SDK - openbb.ta.ma_chart - Command fails if index column is not labeled: "date". (#3556) 
* fix date error

* add examples
 2022-11-24 12:55:51 +00:00
montezdesousa
a91b8728a1 SDK import no extras warning (#3550) 
* warn users if no extras

* add path to config

* warning first time only

* this btter
 2022-11-24 10:48:14 +00:00
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
Henrique Joaquim
39f63850ab Improve version check (#3544) 2022-11-23 16:51:17 -05:00
montezdesousa
246fdacc90 Add divs chart to sdk (#3529) 
* add divs chart to sdk

* add examples

* fix tests

* fix tests

* fix test

Co-authored-by: James Maslek <jmaslek11@gmail.com>
 2022-11-23 14:53:46 -05:00
montezdesousa
636f3a9209 Fix /stocks/options/hedge bug (#3541) 
* fix option hedge plot bug

* add cost curncy

* block hotpenny
 2022-11-23 12:00:51 -05:00
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