* 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>
* 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>
* stocks candle to use reverse
* qa raw to use reverse
* etf candle to use reverse
* oss rossix to use reverse
* crypto/defi to use reverse
* crypto/disc to use reverse
* added test
* crypto/dd to use reverse
* crypto/onchain to use reverse
* crypto/ov to use revert
* forex candle to use revert
* conibase controller to use revert
* tests to use reverse
* covid to use reverse
* removing ascend
* removing ascend from econ
* more removing ascend
* more removing ascend
* more removing ascend
* fixing stuff on .md files
* fixed economy controller tests
* fixed screener tests
* fa controller to use comma separated when multiple inputs
* add attribution toolkit
* add attrib to test script for portfolio
* removes yahooquery dependency and early rounding
* Update _index.md
* update feature to include raw and type flags, graph always shows, table output optional, one type of output at a time
* Linting
* Update index
* Update index 2
* Update tests
* changes argument descriptions
* Small fix
* Formatting Black
Co-authored-by: S3908818 <S3908818@student.rmit.edu.au>
Co-authored-by: Louise Platts (S3908818) <88080425+s3908818@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Louise Amy <74476622+louiseamy4@users.noreply.github.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
* normalized way moving average is treated and prevent huge exception prompt
* changed descriptions on docs
* change to check_positive_float
* add integration tests
* fix linting
* add more integration tests
* add more integration tests
* fix linting
* add some po integration tests
* fix flag without prompt
* change orderbook to transactions
* limit warning to portfolio
* change print help
* format portfolio var
* reformat controller
* reformat es
* remove autocompletion
* change print help
* add percentage symbol to summary
* fix holp holv
* fix scripts
* update website doc
* add tqdm progress bars
* fix table spacing
* identify mret tables
* remove positive float from rfr
* flake8
* pylint
* fix reports
* revert to old menu help
* revert to old menu help
* Update test_portfolio.openbb
* quick change on empty lines
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* little refactor for degiro company news
* fixed message always showing even on login fail
* added if there is a session before trying to retrieve holds
* minor fix to reset the session id
* added a creds reset on logout
* added credentials verification
* adds a test for degiro key
* added 2fa to the test
* added verification for topnews
* fixing pylint
* fixing tests
* fixing import order
* fixing keys tests
* fix rvol
* added .
* remove all ifs
* fix rsharpe, rsortino
* reorder rsort, rsharpe args
* change error msg
* change error msg
* added verification to check if the window len is larger than sample len
* change rbeta msg
* fix var and es
* add more integration tests
* changed boolean params to true booleans
* renamed the file to use test_
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.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>
* fill etf and prevent different length errors
* auto fill etf sectors and allow 0 value portfolios
* allow 0 value portfolios
* remove unused folder
* allow 1 asset portfolios
* split allocation calls by category in controller
* comment sector allocation model
* get country and region allocations for etf
* add comments and black
* improve comments
* improve comments
* allow for 1 category in sector, country and region
* add progress bars
* linting fix
* fix mypy
* set default date
* fix pylint
* add isin on paexport
* merge main
* auto pre load benchmark
* fix rich table for np.float64
* refactor portfolio allocs
* refactor alloc command
* add isins column
* format output alloc
* rename variable
* fix nan bug
* black
* add ticker conversion to yf format by isin
* warn and removed unsupported ISINs
* solve same day trades bug
* display bench loading progress
* portfolio show
* check if valid isins on preprocessing
* black
* fix bug when region empty
* warn when category is empty
* reformat preprocessing
* codespell
* check if ticker is valid
* flake8
* fix test
* fix bug with trades on holidays
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* Add helper command to filter unix paths and other edge cases
* Remove sort argument filtering from parsing
* Make --file arg mandatory for loading files
* Refactor queue parsing logic
* Enable adding controller level input parsing filters
* Remove the github repo path hack because it's not needed anymore
* Fix typos and line length linting
* Update unix path parser to match known extensions
* Update oss custom filters to not require space after slash arg
* Fix tests and failing linters
* Add pre-commit hook to check for reserved arguments validity
* Fix tests
* Fix finviz compare screener tests
* Fix screener test
* Fix screener test
* Fix float representation in pd dataframe on finviz screener tests
* Update test records
* Update test records
* Remove explicit float formatting in tests
* Update tests
* Remove prepending file argument
* Update long arguments that have lost their short default to file
* Update arguments in docs
* Update portfolio test data
* Fix econometrics/desc throwing error on empty df and fix tests
* Update tests
* Fix econometrics load autocompletion
* Fix portfolio tests giving different results every time
* Allow loading openbb scripts from arbitrary path
* Fix passing path as a terminal argument
* Fix guess game being case sensitive
* Silence bandit warning about using pseudo-random generators
* Update gov tests
* Fix screener sort fields that have forward slash
* Make controllers apply custom argument filters on entry
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
