* 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>
* Began working on docs creator
* Added fixes
* More
* More
* Adding autogen_try.py for OpenBB API doc generation
* OpenBB API docs gen try
* Fixed
* Added fixes
* Added fixes
* subs -> sub
* Updated docs
* Updated docs
Co-authored-by: Chavithra PARANA <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>
* Started new tests
* Added special function
* Improved dict
* Finished new test
* Got bad functions to 75
* Got bad func to 73
* Bad func down to 60
* Bad func down to 50
* Bad func down to 35
* Got bad func to 30
* No more bad functions
* Added tests
* Added fix
* Fixed some tests
* Fixed some tests
* Fixed some tests
* Fixed some tests
* Added tests to CI
* Fixed CI tests
* Fixed CI tests
* Imrproved CI tests
* Fixed reports
* Fixed reports
* Added stuff
* Removed CI
* Fixed
* Fixed some typing'
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
* added dependency
* added pyth models
* dependencies
* docs
* some improvements to this pyth command (#2433)
* some improvements to this pyth command
* minor improv
* dependencies
* tests
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>; COlin
* Add new premium source https://eodhistoricaldata.com/r/?ref=869U7F4J
* Added eod dependency to requirements.txt
* Added eod dependency to requirements.txt via poetry and fixed typo
* fixed some display bugs for stock info
* Implemented stock/load for eodhd, use keys / eodhd demo for key.
* Commit before Pull -Implemented stock/load for eodhd, use keys / eodhd demo for key.
* Committing files so I can merge
* Committing files so I can merge
* Committing files so I can merge
* Committing files so I can merge
* Committing files so I can merge
* Committing files so I can merge
* Committing files so I can merge
* Merge
* Fixed dependencies
* Committing files so I can merge
* Committing Stock_Helper with pylint: disable=R091
* Downgraded charset normalizer
* Fixed issues with keys
* Committing fixes to eodhd
* Committing fixes to eodhd remove eod library
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
* fix binance controller API key
* add news to main menu
* feedparser
* trying to help
* requirements for didier
* one test
* fix suggestion by @rpydaneogrendim on Twitter
* fix tests
* trying to help again?
* test
Co-authored-by: james <jmaslek11@gmail.com>
* Add python 3.9 conda environment
* Bump dependency versions
* Bump default python version in github actions to 3.9
* Update install documentation
* Update tests
* Bump black version in conda environments
* Skip test_display_norm in econometrics menu tests
* Bump black and tensorflow versions in pyproject toml
* Attempt to fix failing concurrent windows tests
* Skip test_display_norm in econometrics menu tests
* Bump python in conda test workflows
* Update requirements.txt
* Fix old version fallback tag
* Fix stocks_bt integration test script
* Stop keeping parts of third-party libraries that are bundled
* Update pre-commit
* Disable false positive pylint in some crypto models
* Add i18n support to packaged apps
* Add more sklearn hidden imports
* Fix routines files path
* Fix stocks/pred openbb test script
* Fix website not building because of expo command removed
* Bump project version and update deps
Co-authored-by: Chavithra <chavithra@gmail.com>
* improve econometrics load, custom_reset
* improve econometrics UX and remove options cmd
* fix sector and industry analysis
* improve econometrics and export data from main menu
* improve toolbar vis to add helper -h
* imporve type and desc
* add logger
* econometrics improve ols
* improve root and norm commands
* more cleanup
* improve econometrics commands
* api econometrics
* tests econometrics
* improve index command
* change modify to add,delete,combine and rename
* minor fix
* update docs
* update pylint
* update pylint
* tests
* Update documentation
* fix type command
* index
* improve more econometrics for Jer
* improve docs
* fix tests
* fix test
* remove help
* Add in robustness for when you select two dependent variables
* Update Website documentation
Co-authored-by: JerBouma <jer.bouma@gmail.com>
* Fix forex polygon model tests
* Release pandas version lock
* Release pylint version lock on the CI
* Alternative : covid - fix csv separator issue
* FIx spacing change related to pandas upgrade
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
* Working exponential with bugs
* utilizing business datatime + fillers
* working figures
* expo with more functionality
* historical forcasting feat.
* numeric values for forcasted days
* print pretty predictions
* formatting
* code cleanup
* doc strings fix
* more docs
* quick fix
* refactoring
* poetry updates
* typo
* test script update
* update requirements.txt
* refactoring and Hugo website
* Update _index.md
* reverting poetry and requirements for now.
* minor mod and removal of space
* Update readme for forecasting
* removal of old TF version
* reqs and poetry
* linting
* merge main.yml from main
* supress warnings due to lib version change
* reverting main.yml
* retrying expo on main.yml
* fixing fundamentalanalysis version
* update poetry fundamentalanalysis
* type casting arg parse
* seasonal period default update
* update en.yml
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* 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>
* 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>
* Decouple export path composition into a separate function
* Fix typos, linting and text formatting
* Improve cross platform compatibility of user home path handling
* Fix export path for pir and dcf
* Remove excessive iteration from fa integration test
* Add investpy data to fix funds menu
* Clean up logs dir before build on macOS
* De-quarantine terminal package on launch on macOS
* Add docstring
* Update dcf test data
* Remove recording new data every time pycoingecko tests run
* Skip pycoingecko tests
* Update deps to fix CI tests on main
* Bump Pygments version to fix the CI
Co-authored-by: piiq <piiq@tinag.ru>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
