Commit Graph

4 Commits

Author SHA1 Message Date
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
montezdesousa
1d3e468cb9 Portfolio optimization - plot, show and load endpoints (#3443)
* minor changes

* add spaces to print help

* start _show refactoring

* partial refactor po

* fix ef view

* refactor plot

* remove some unused stuff

* refactor charts

* forgot this

* validate input type

* change func name

* rename some endpoints

* move statics

* turn some args to kwargs

* rewrite equal docstring

* equal docstring again

* add docstrings and move some statics

* fix maxsharpe terminal bug

* refactor show

* fix ef

* add integration tests

* fix category bug

* fill some examples

* add more examples and fix nco

* add more examples

* add one more example

* add examples file

* add examples to load

* add detail to example

* add integration tests

* fix doc

* fix teste

* black

* flake

* pylint

* Linting

* Fix return

* Trying to fix display_plot

* display_rc_chart -> display_rc

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-11-18 20:56:16 +00:00
Colin Delahunty
86f2e5622a Fix Various portfolio/po issues (#3286)
* Allow for loading without -f flag

* Massive upgrade to params file read/write

* Better handling empty dfs and none in prompt toolkit

* Fix tr typing and handle none error

* Added options

* Fixed tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-04 15:10:50 -04:00
Chavithra
40e486f93b Moving portfolio and data_sources_default.json into openbb_terminal folder. (#2857)
* Move `portfolio` to `openbb_terminal\miscellaneous\portfolio_examples`

* Fixing build

* Portfolio : fixing path

* Add `data_sources_default.json`

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-10-17 15:04:51 +02:00