Commit Graph

18 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
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
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
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
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
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
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
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
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
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
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