Commit Graph

52 Commits

Author SHA1 Message Date
Henrique Joaquim
77dfd69bb1 fixing the types (#4894)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2023-04-25 13:58:32 +00:00
teh_coderer
ea393dcfa8 Feature/ pywry posthog (#4860)
* posthog

* Update index.html

* remove console logs

* fix feature flag getting sent

* adding to frontend-components

* updates

* Update main.js

* alias

* Update backend.py

* Update backend.py

* tables handle null

* Update helper_funcs.py

* Update volatility_view.py

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-24 19:36:46 +00:00
clairericks
fc66bd7ff8 Fix stocks/ta/fib datetime plotting (#4875) 2023-04-24 12:44:36 +00:00
jose-donato
dbd466d381 New table design (#4485)
* fix: new table design

* fix: added trillions

* fixing some raw data

* fix: trying to fix global+resize

* feat: improving design

* fix: new styling and lot of reorganizing

* title fix

* feat: new html

* fix: bottom bar

* fix: table dates

* fix: table html

* fix: new filtering

* fix: new filtering

* fix: long

* Lint

* Lint again

* fix: beautiful james suggestions

* fix: some more fixes

* fix: typo

* fix economy bug

* feat: added toast to notify user and some more cleanup

* fix: more issues

* tests

* fix: james updates

* fix: added banner to charts as well

* fixing title

* better fix

* feat: added column resizing and any number of columns

* auto column width - poc

* feat: added colors toggle, support to display source, fixed some more issues

* fix: table deploy

* fix: table issue

* fix header

* fix: some fixes

* fix: remember pagination and default pagination to 30

* mypy

* Colins tests

* Fix economy test

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-03-23 16:45:46 +00:00
teh_coderer
0e0069eb97 Feature/In-Chart Volume, Streamlit TA Indicators (#4467)
* init

* rename `add_stock_volume`  to `add_inchart_volume` in OpenBBFigure class

* ruff

* poetry lock, req txt files

* fix: ma indicator not in list, connectgaps=true for subtickers

* improved forecasting streamlit

* added past_cov_legend next to explainability plot

* Update base.py

* updates

* Remove deprecated currencies dashboard and it's dependency

* Revert import statement deletion

* Lint docstrings and delete unused assets

* Fix forecast voila dashboard

* Fix futures voila dashboard

* Remove broken crypto prices dashboard

* Remove vsurf dashboard because of over-verbose yfinance error messages

* Fix chains dashboard chart title positioning

* Remove i18n entries for deleted dashboards

* streamlit cmdline fix for macs/conda

* Update reddit_model.py

* mypy, fixed removed `load_dotenv_and_reload_configs` in `website\controller_doc_classes.py`

* readded rust install on CLI for linux in case cache gets cleared

* Update forex_helper.py

* Update test_load[60-YahooFinance].csv

* Update test_call_func[call_sec-marketwatch_view.sec_filings-other_args37-called_with37].yaml

* deps

* sdk generation tests, trailmap fixes

* Revert "sdk generation tests, trailmap fixes"

This reverts commit 2575784a33.

* Revert "Revert "sdk generation tests, trailmap fixes""

This reverts commit 5cb0ce030b.

* improve ta-multi, add title/legends to fred_view

* Update ta_controller.py

* ruff

* Update helper_funcs.py

* Update yfinance_view.py

* Update helper_funcs.py

* change executable parent paths to REPOSITORY_DIRECTORY

* fix distorted candlestick plots when freq is weekly/month, fix demark

* fix yaxis click handler

* Update popups.js

* Update popups.js

* Update popups.js

* Update volatility_plugin.py

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-03-21 21:47:29 +00:00
Danglewood
a6951bd577 Hotfix/rvol model (#4371)
* makes trading_periods inputs Optional and prints override message when variable presides

* linter type

* typo fix
2023-03-02 08:58:43 -05:00
teh_coderer
602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

* crypto views done?, ba, econometrics, funds, reports

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

* fix display_candle data is None load being unreachable, get covid views ready for sdk server

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

* added edge case fallback if figures are in queue before backend fail

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

* fix fred model/view from switch to DataFrame, improve ecb_model

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

* account for volume column with no volume when plotting indicators , images autogen POC

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

* logic for numpy array for plotly helper `get_dateindex` function

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00
james
722fcd6e60 sdk 2023-02-28 13:49:47 -05:00
Danglewood
cfbad0905c additional sanity check for volatility_view 2023-02-27 18:48:54 -08:00
Danglewood
bcb2aa5bee improves error handling for volatility models when window length is too small 2023-02-27 18:33:53 -08:00
Danglewood
4159b7cad2 separates volatility models from cones function 2023-02-27 16:50:05 -08:00
Danglewood
64eca4c85c fixes line too long 2023-02-23 20:20:37 -08:00
Danglewood
bcee3aa0c7 adds selectable models for realized volatility calculations 2023-02-23 20:04:26 -08:00
Danglewood
c97e0445db adds flag for crypto to switch volatility calculations to 365 from 252 2023-02-22 20:26:53 -08:00
Danglewood
f45d3a4428 adds cones function to Stocks/TA 2023-02-22 09:47:57 -08:00
Danglewood
47b80ef242 formatting 2023-02-20 21:16:12 -08:00
Danglewood
d2f26ba298 linters 2023-02-20 20:44:35 -08:00
Danglewood
6b1a93dd92 typo 2023-02-20 20:33:16 -08:00
Danglewood
7fa5edc252 black 2023-02-20 20:27:57 -08:00
Danglewood
c8bef7e0ac adds view function and SDK trail 2023-02-20 20:23:29 -08:00
Danglewood
fa0ce72f6c Merge branch 'develop' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/rvol-cones 2023-02-20 19:28:49 -08:00
Colin Delahunty
cebf454cdf Added flake8-simplify (#4227)
* Added flake8-simplify

* Update linting.yml

* update.  left 1 for you colin

* Fix that one

* Missed

* Fix

* mypy

---------

Co-authored-by: james <jmaslek11@gmail.com>
2023-02-20 19:27:34 -05:00
Danglewood
5fc61d72fd ehances error handling - quantiles can be 0-1 or 0-100 2023-02-19 21:34:51 -08:00
Danglewood
61c03c7359 adds realized volatility cones to volatility_model.py 2023-02-19 20:49:19 -08:00
james
d73dfd3980 fixes for mypy 1.0 2023-02-08 19:14:25 -05:00
Colin Delahunty
ee34a1f278 Feature/add isort linter (#4114)
* Fixed isort

* Fixed issues

* FIxed linters

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-02-04 21:24:47 -05:00
Jeroen Bouma
a6042b8578 Copy paste all the sheet names (#4035)
* bump

* Update ALL the exports with sheet name option

* Update contributing too

* Add in sheet name to each docstring

* Update tests

* Fix the small things for tests

* Converting CONTRIBUTING.md back since I put minimal changes in and it complains

* Fix terminal exit after `--sort p/e` (#4013)

* fix scr sort exit

* rewrite unit test output

* rewind slash replace

* rewind slash replace

* fix regex

* rewrite expected scr tests

* black

Co-authored-by: James Maslek <jmaslek11@gmail.com>

* fix: small typo (#4036)

* fix income comparison error (#4029)

* Update tests due to yfinance error

* I broke tests and fixed them

* Fix tests?

* Missed a few sheet name additions

* missed one more

* Fix some missing sheet_name parameters

* Fix a test I broke

* Update tests due to changes with sheet_name

* Update stocks and common

* Mutual funds just because

* Portfolio update

* Update Forecast

* Update Futures

* Update ETF

* Update Economy

* Update Crypto

* Update others

* Update documentation to explain --sheet-name

* It should be None test

* Add None for sheet_name since empty string can result in errors

* Formatting

* Fix tests

* Update documentation

* Also update the image

* Add back to options commands

Co-authored-by: james <jmaslek11@gmail.com>
Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
2023-01-26 09:53:21 -05:00
Sergio A. S
9fd4527dc1 Update overlap_model.py - wrong typehint (#3970)
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-16 13:54:00 -05:00
Sergio A. S
d78aa5bd65 Update overlap_model.py (#3955)
* Fix plot look when using eval and add query to choices (#3881)

* convert index to datetime and update choices

* uncomment economy integration test

* fix treasury concat bug

* fix datasets concat on duplciates

* Lock ruff version so that new lints dont break our CI (#3905)

* Lock ruff version so that new lints dont break our CI

* Bumped pre-commit ruff version

* Update overlap_model.py

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2023-01-16 13:10:29 -05:00
Henrique Joaquim
4021a5511f Out of the box forex report (#3799)
* dashboards working on installer

* passing args as list

* fixed for ubuntu

* adding args just if necessary

* removing the shell arg

* out of the box forex report

* removing changes

* adjusting condition
2022-12-19 10:25:45 -05:00
montezdesousa
222cceb1f3 Fix SDK - openbb.ta.ma_chart - Command fails if index column is not labeled: "date". (#3556)
* fix date error

* add examples
2022-11-24 12:55:51 +00:00
montezdesousa
bfc4c021e7 Fix incorrect date typing in signatures (#3524)
* Report fixes

* replace wrong typing

* mypy

* mypy again

Co-authored-by: james <jmaslek11@gmail.com>
2022-11-22 17:15:40 -05:00
montezdesousa
fb42272c81 Add clenow and demark to SDK (#3525)
* add demark

* add clenow

* add model examples

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-22 16:50:59 -05:00
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
6dea3a931a Stock Integrated Tests (#3353)
* Fixes

* Added better handling

* Adds more handling

* Adds more handling

* Added screener handling

* Added fixes

* Added fixes
2022-11-09 11:31:24 -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
andrewkenreich
61659eddcb fixing macd and a few others (#3312) 2022-11-04 21:20:09 -04:00
Colin Delahunty
dcf3bfe1f7 Refactor common/ta (#3226)
* Handle no adj close

* Added fixes for bad data handling

* Finished switching model layout

* Fixed all the bugs

* Big fixes

* Handle a lot more bugs

* A couple more enhancements

* Fixed issue

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-11-02 11:30:28 -04:00
jose-donato
8c5a64ddb9 Fix 3196 (#3216)
* fix(docs): added margin between sections

* fix: key not expected

* feat: added command to test script
2022-10-31 11:54:40 -04:00
James Maslek
b9bbe859b0 Ta/atr function (#3022)
* Add atr command

* Tests
2022-10-25 11:21:30 +01:00
James Maslek
3324bff09f Add demark indicator to stocks/ta (#2773)
* Add demark indicator to stocks/ta

* tests and pylint

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
2022-10-11 15:15:08 +01:00
James Maslek
b56283a51b Annualize clenow momentum (#2765) 2022-10-10 23:39:36 +01:00
DidierRLopes
4e6a2fb564 put ticker on clenow func (#2709)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-10-04 20:51:57 -04:00
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
James Maslek
52f4d673f8 Fix TA integration script (#2356)
* Fix TA integration script

* test
2022-08-18 15:16:42 -04:00
Chavithra
9e1a58e2db Here we merge all API Refactor related branches (#2236)
* Update api.py

* Updated forex menu

* refactor ycrv command

* refactor ycrv command black

* refactor ecocal command

* Minh changes

* Adding space to test pushing

* title fix ecocal df

* get economic calendar annotation

* fix investingcom tests

* refactor index command

* refactor overview command

* give defaults to wsj view function args

* rename date args investincom

* refacto bigmac command

* fix ecocal typo

* refactor rtps command

* alphavantage gdp

* alphavantage gdp per capita

* alphavantage cpi

* alphavantage tyld

* alphavantage inf

* refactor macro command

* refactor macro command w helpers

* refactor treasury command

* fix macro on terminal

* treasury labels

* refactor maturities

* update treasury maturities doc strings

* refactor get economic calendar finhub

* refactor map command api

* display map filter choices

* route economy api to performance map

* route economy api to performance map

* display group choices on valuation command

* refactor performance and valuation commands

* refactor spectrum model and view

* add choices to spectrum controller

* delete image after view

* fix model tests finviz

* fix finciz view tests

* refactor futures

* fix some tests

* fix more tests

* fix controller test

* refactor fred series notes

* update fred notes docstring

* refacto fred series ids

* fix pred and qa when empty datasets

* refactor fred

* uncomment stuff

* refacto get series data

* fix some tests

* set defaults on args

* refactor fred yield curve

* black

* fix spell and remove ecocal names

* fix linting

* linting

* pylint fix

* change dangerous defaults

* Working through crypto fixes (#2256)

* Working through crypto fixes

* Continued adding crypto stuff

* Added crypto overview

* Added test fixes

* Added fixtures

* Fixed tests

* Fixed charting issue

* Removed broken APIs

* Final adjustments

* Added test fixes

* map get groups and get ycrv countries into old api

* exposed econdb helper funcs

* remove helpers

* refactor search indices

* linting

* refactor arg currency

* pylint from currency

* Started switching crpyto ascending to ascend

* Merging

* Portfolio model arguements, params, and docstring

* Refactored for etf commands (#2292)

* Refactored for etf commands

* Fixed tests

* Added load command

* Fixed menu

* Portfolio logic fixes

* Added econometrics (#2260)

* Added econometrics

* Fixed tests

* Simplified API

* Added test fixes

* Added test csv

* Allowed examples to be loaded

* Fund refactor (#2291)

* Fund refactor

* Changed fund_name and fund to name

* Changed ascending to ascend

* Stock menu refactoring for easier API usage (#2194)

* Stocks  refactoring for easier API usage

* Linting

* Refactor newly added features

* Linting

* Fixing tests

* Refactor common files used by stocks menu

* Fixing flake8

* Fix linting and tests

* Linting

* Fix flake8

* refactor insider_data

* refactor mentions

* refactor watchlist

* refactor sentiment

* refactor sentiment

* fix yahoofinance tests

* refactor load and candle

* refactor get_news and display_news

* refactor stocks.ins.act

* candle default matplotlib

* fix yahoofinance_view tests

* fix ark model tests

* fix ark view tests

* fix business insider model

* fix business insider view

* refactor csimarket model

* fix tests csi market model

* update dd controller

* fix get suppliers tests

* fix dd controller tests

* fix finhub tests

* fix finviz tests

* fix fmp tests

* fix marketwatch tests

* corrected argument keywords in test_bt_model

* corrected argument keywords in test_bt_view

* refactor fa controller

* refactor marketwatch view

* refactor gov controller

* fix tests fa av

* fix tests elect

* fix dcf tests

* fix polygon tests

* fix fmp tests

* fix quiverquant tests

* fix yahoofinance fa tests

* fix more fa tests

* fix insider tests

* fix more tests

* fix more tests

* fix options tests

* fix stock gov tests

* fix tests test_ba_controller

* fix tests for test_finviz_compare_model.py

* fixed 2 tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* fix final tests

* fixed tests

* fixed tests

* Fix tests

* black

* forgot to black tests

* fixed tests

* fixed tests

* fixed tests

* fixed tests

* flakefix

* Tests + code : Stocks / Discovery

* fix tests

* added recorder

* fixed tests

* fixed tests

* black

* black

* remove unused imports

* refactor display raw

* sia dicts fix

* pylint

* linting

* remove dangerous default

* fix tests

* fix beta model test

* black

* skip screener qa test

* change sector path to sectors

* update tests readme

* fix metric defaults

* black

* substitute lost ticker

* defaults cpic

* another round on sia

* refactor cramer

* reduce default tweets on sentiment

* refactor yf hist, corr, volume

* arkorders default

* refactor income, balance, cashflow

* refacto scorr, screener, getfinnhub

* refactor stockgrid

* ibkr refactor

* another round on stockgrid

* add dividens end point

* refactor discovery endpoints

* update docstrings with similar input

* refactor messages

* refactor ba

* refactor regioons

* refactor twitter sentiment

* refactor hist

* refactor regions

* give default to timeframe

* refactor bunch of defaults and arg names

* remove leftover imports

* refactor vwap

* let tests run

* fix tests

* fix stock tests

* fix stockanalysis tests

* flake

* MYPY

* Made important changes

* added fixes

* Fixed big issue

* Added fixes to tests

* fix qa tests

* fix tests

* fix 1 more test

* last stocks failing

* fix crypto test

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
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: colin99d <colin99delahunty@gmail.com>

* fix portfolio tests

* change period to window

* update ca docstrings

* refactor get_similar_companies func

* Fixed

* Update CI

* Update CI 2

* Update CI 3

* Update dependencies

Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: montezdesousa <montezdesousa@gmail.com>
Co-authored-by: James Simmons <simmonsj330@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2022-08-17 15:28:54 +01:00
James Maslek
64d4f22753 Clenow Volatility Adjusted Momentum (#2180)
* Add this clenow volatility momentum thing

* Hugo + FIx controller

* clean up

* mypy fix

* Add to menu and dont show header

* menu testing

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-07-26 13:09:21 -04:00
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
Minha, Jeong
2815f42a3c patternize validation of axes count with typo fix (#1781)
* patternize validation of axes count with typo fix

* remove unused console import

* fix suffix_text arg name typo

* Black

* add docstring with typehint, fast return if true

* Common : ta > fixing import

* Portfolio : view fix

* Black

* Helper : simplify `is_valid_axes_count`

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-17 20:20:48 +02:00
Minha, Jeong
665ed8810b change view_vwap to specify date range (#1790)
* change view_vwap to specify date range

* test code change due to last commit

* check end for calling end.date()

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-11 10:57:29 +01:00