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
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
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
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
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
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 b4b7169cfbjer.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
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
