Commit Graph

43 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
72aac683a1 Fix risk measure choices in SDK (#3630)
* remove hcp

* add check for risk measure

* linting
2022-11-29 10:12:00 -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
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
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
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
87458c965d Stocks Suggestor Repair (#3477)
* broken edition

* Fixed issue

* Update StockController

* Update choices generation

* Update parent_classes

* Update choices generation

* Update choices generation

* Update crypto_controller

* Update DefiController

* Update crypto/disc controller

* Update crypto/dd

* Update choices generation

* Update crypto : dd + nft

* Update crypto/onchain

* Update crypto_controller

* Linting

* Update crypto/ov

* Linting

* Update crypto/ov

* Update crypto/qa

* Update crypto/tools

* Update crypto/ta + dd

* Linting

* Update alt

* Tests fix crypto

* Update future

* Update futures

* Refactored through Options

* Tests + Linting

* finished stocks refactor

* Update stocks/sia

* finished stocks refactor

* Added fixes

* Added fix

* Tests

* Fix conditions

* Fix portfolio

* Prepare for merge

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
2022-11-21 17:54:26 +01:00
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
montezdesousa
570e579067 Portfolio docstring example fixes and some bugs (#3431)
* fix doctest

* fix some type hints

* reorganize portfolio folders

* fix rfr

* fix vol bug

* fix more docs

* fix failing test

* doc typo

* numpy fix

* pydocstyle

* regenerate website docs
2022-11-18 19:30:55 +00:00
montezdesousa
02901f1473 Trim command output spaces (#3424)
* first round of removing spaces

* remove more print statemnts

* remove more spaces

* bullbear color

* spacc color

* improve stalker readability

* delete more spaces

* reddit colors

* rever hood

* flake8

* forgot this one

* fix econometrics tests

* fix econometrics tests

* fix more tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-16 11:47:24 +00:00
teh_coderer
59d8b36bb0 [IMPROVE] Fix Docstring formatting/Fix missing, incomplete type hints (#3412)
* 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

* update

* Update generate_sdk_markdown.py

* Create .pydocstyle.ini

* added type hint classes for views

* fixes

* alt, ba

* alt-economy

* Update finviz_compare_model.py

* fixs

* Update substack_model.py

* Update generate_sdk.py

* last of my section

* porfolio

* po

* Update optimizer_model.py

* fixing more things

* few more

* keys done

* update

* fixes

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* mypy forecast fix

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* Update generate_sdk_markdown.py

* fixes

* forecast fixes

* one more fix

* Update coinbase_model.py

* Update generate_sdk_markdown.py

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2022-11-15 16:37:49 -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
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
Henrique Joaquim
6ea53877f5 Fix integration tests (#2972)
* fixed test

* fixed pytest

Co-authored-by: James Simmons <53658028+simmonsj330@users.noreply.github.com>
2022-10-22 09:39:54 +01:00
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
Chavithra
aebdddc286 Moving terminal.py file (#2837)
* Move terminal file

* Update terminal_controller + paths

* Add new terminal.py

* Change constant : USER_CUSTOM_IMPORTS_DIRECTORY

* Changing constant : USER_PORTFOLIO_DATA_DIRECTORY

* Changing constant : ROUTINES_DIRECTORY

* Changing constant : DATA_SOURCES_DEFAULT_FILE

* Changing constant : PRESETS_DIRECTORY

* Update paths

* Update `terminal_controller` module

* Apply black

* Update worfklow + precommit hook

* Update workflow

* Tests : terminal_controller

* Tests : terminal_controller
2022-10-14 15:12:22 +02:00
minhhoang1023
a74439125f Fix wrong export path (#2621)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-10-13 23:51:42 +01:00
northern-64bit
28a0cfd2ee Improved auto completion (#2763)
* Adding improved auto complete to all menus

* Improve autocomplete

* Done

* Linting : fix unused imports

* Tests : fix help messages

* Fixing typing

* Tests : forex

* Tests: stocks

* Stocks/TA

* Linting

* Stocks/insider

* Portfolio/Broker/Degiro

* Linting

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-10-11 16:07:24 +02:00
Theodore Aptekarev
63cc084b98 Clean up old api files (#2752)
* Clean up old api files

* Remove unused imports

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-10-10 00:27:55 +03:00
Colin Delahunty
83377868b2 PO_controller refactoring and tests (#2725)
* Adding tests

* Added tests to po_controller

* Refactored po controller

* fix custom_resets

* fix load

* add disable timeout

* pylint

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
2022-10-09 17:25:57 +02:00
montezdesousa
e4f5039627 Portfolio bundle fix (#2665)
* 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>
2022-09-29 18:59:09 +01:00
Om Gupta
5a3a9f94e5 New path for portfolio data (#2611)
* start portfolio path change

* portfolio path changes

* some more changes

* fix

* allow default files to be imported

* portfolio changes

* allow default portfolios to be imported

* black

* fix pylint

* add files in terminal spec for reports

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-26 12:28:58 +01:00
Om Gupta
b78f024a6f Be able to change user data folder and add path for exports (#2592)
* 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>
2022-09-25 12:45:22 +01:00
montezdesousa
7a02f85e51 Portfolio controller fixes (#2610)
* fix some bugs

* fix rf bug

* fix rf units

* black

* fix tagency not showing

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-09-23 23:14:46 +01:00
Chavithra
72b0a9f1ee Next release : reports on steroids (#2349)
* fix gov tests

* refactor insider

* new virtual path extraction

* removed some symbol default params as they're considered critical

* little adjustments

* portfolio refactor

* 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

Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Om Gupta <guptagom@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Om Gupta <85685255+soggyomelette@users.noreply.github.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>
2022-09-20 15:07:58 +01:00
DidierRLopes
8edf079041 Big refactor to be explicit about data sources (#2490)
* refactor stocks datasources

* add rest of data sources

* add_cmd without source

* forgot one tiny thing

* fix crypto tests

* fix forex tests

* fix etf tests

* fix economy tests

* fix oss tests

* fix remaining tests

* fix tests

* Rewrote vcr files

* Take 2

* fix test

* fix tests for FA

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-09-04 18:04:56 +01:00
Om Gupta
12bf706c7c fix [Bug] Portfolio/EF - adding start/end dates, or period flag, generates Error: shapes (1002, 13) and (14, 20032) not aligned #2372 (#2446) 2022-08-28 22:19:26 +01:00
Colin Delahunty
e527e924bf Fixed blacklitterman export (#2396)
* Fixed blacklitterman

* Added export folder for blacklitterman
2022-08-23 08:37:05 +02:00
Om Gupta
7e103844a4 fix error (#2369) 2022-08-19 10:54:35 -04:00
Theodore Aptekarev
775d218891 Add parser for input command arguments (The Forward Slash PR) (#2064)
* 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>
2022-08-05 12:51:23 +03:00
DidierRLopes
0276784b35 Update defaults.ini (#2035)
* update defaults.ini

* fix arg

* Make arg more robust when you use ini file

* Fix tests

Co-authored-by: JerBouma <jer.bouma@gmail.com>
2022-07-07 13:39:29 +02:00
Colin Delahunty
fd81deac20 Fix show ticker issue (#1951)
* Fix show ticker issue

* Removed print

* Removed darts logs

* Black
2022-06-15 16:27:03 -04:00
Sam Kerr
497324d75f Preferred data source for a given command and help docs for any command (#1928)
* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Add a feature flag loaded from . env for preferred data source

* Update the load command to use the preferred source

* Add a test

* Black syntax checker updates

* Update test syntax

* Update load command documentation

* Add a variable to read a sources file from

* Add a default sources.json file

* Add a helper function to read the source file and get the most relevant value

* Add some comments

* Remove older preferred data source file setting

* Add a default source file for data and use it if no user preference specifies a specific file

* Remove duplicate source file and old settings values

* Update the test file

* Update documentation string

* Update tests/openbb_terminal/test_settings_controller.py

* Black syntax formatting issues

* Fix a test case

* Fix a typo

* Fix Flake8 errors

* Fix Flake8 errors

* Pyupgrade syntax fixes

* Additional linter corrections

* More pylint issues

* Improve predefined default sources

* refactor parse_known_args_and_warn for documentation

* Update openbb_terminal/helper_funcs.py

* Forex controller

* Tests : Fixing `parse_known_args_and_warn` issue

* Comparison Analysis controller

* Tests : Comparison Analysis

* Tests : Stocks/DarkPoolShorts + Stocks/Options

* Tests : fix call_load tests

* Linting : fixing line size

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-06-14 20:23:55 +02:00
Colin Delahunty
3fdc1363d6 Added plots for tickers (#1842)
* Added plots for tickers

* Fixed

* general improvements

* fix avariance

* Fixed formula

* Updated documentation

* Fixed tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-02 09:06:09 -04:00
didierlopes.eth
707fd8f506 Terminal supporting controller with multiple languages (#1730)
* 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>
2022-05-24 21:56:16 +01:00
didierlopes.eth
2cb229f35e Fix a bunch (#1852)
* spacing before and after rich tables

* fix menus to have standard UI

* fix tests

* fix tests

* fix tests
2022-05-21 16:57:39 +01:00
minhhoang1023
2e67fd28a0 Add terminal-wide report command (#1709)
* Add terminal-wide report command

* Update requirements.txt

* Update lock file

* Remove commented lines

* Pre-fill Google Forms

* Update form

* Fix PR review

* Fix PR review

* remove conflicts

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-05-11 01:45:14 +07:00
Theodore Aptekarev
2ce3fe460b Fix bugs, remove feargeed and improve help messages (#1767)
* Fix defi lending and borrowing (test_crypto_defi.openbb)

* Update Defi test data

* Remove cnn feargreed command from economy menu

* Fix stocks/ba integration tests

* Fix whale alert redirects blocking the keys menu

* Add failed request handling to whale alert command

* Remove feargreed from hugo

* Remove feargreed from bot

* Warn that portfolio optimization can take a long time

* Remove feargreed from project deps

* Update welcome message

* Update requirements txt

* Fix welcome message test

Co-authored-by: piiq <piiq@tinag.ru>
2022-05-05 18:18:58 +03:00
didierlopes.eth
30d657b50d Improves PO controller from UX perspective (#1760)
* improve portfolio optimization UX

* fix custom_reset and styling color and rmv add/rmv commands

* fix tests

* allow -h in load and file
2022-05-04 10:53:19 +01:00
didierlopes.eth
b7f8fbe630 Improve OpenBB API for investment research reports (#1753)
* fix darkpool api

* fix typo

* add default params on RSI ta

* fix ta models for stocks api

* fix ta models for stocks api

* improve API

* improve API

* test_finbrain updated

* fix finbrain model api

* ba controller

* improve API

* minor improvs to API

* a newly fantastic equity report

* fixed image issue

* add help to tier in finra command

* make export to default to False for API use

* remove ipynb_checkpoints

* remove extra file

Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-03 16:44:12 +03:00
Riskfolio
34bc290dde New portfolio optimization menu (#1642)
* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* Update _index.md

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* configure portfolio optimization parameters ini

* minor improvement

* Revert "New-Portfolio-Optimization-Menu"

This reverts commit b4b7169cfb.

* Add in Excel functionality and improve the capabilities

* Add Excel load function

* Tidying up the functions

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* Re-add my code

* Some spacing and details

* Add folder structure for portfolio

* Update terminal file loading

* New-Portfolio-Optimization-Menu

* Make it possible to move from params to po with loaded file

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* Making the connection between the parameters file and the functions

* Add in allocation and new params files

* Improve params default settings

* New-Portfolio-Optimization-Menu

* Update Portfolios and Params sheets

* Update sheets

* Update command to load in correct sheet

* Adjust function to only read specific columns

* Update portfolio

* Small correction

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* Patched up show error

* Add Equity portfolio

* Make functions more robust

* New-Portfolio-Optimization-Menu

* New-Portfolio-Optimization-Menu

* Add in Params documentation

* Fixing Linting

* Add in Requirements and Poetry Updates

* Update website

* linting

* Update tests

* Minor fix

* remove unneccesary READMEs

* Remove expected variable type

* Improve documentation

* Clean up the code

* Refractoring

* Adjust names to make it OS friendly

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-05-03 13:54:01 +02:00
Chavithra
9d33f638f1 Renaming GamestonkTerminal (#1596) 2022-03-30 13:14:00 +02:00
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