Commit Graph

612 Commits

Author SHA1 Message Date
Danglewood
6a4b7065e7 Hotfix/docs Updates Terminal Intro for Options, Creates Terminal Intro for Mutual Funds (#4917)
* updates Terminal Intro Guide for Equity Options

* adds the images.

* grammar

* makes changes

* adds Terminal Intro Guide for Mutual Funds

* adds screenshots to mutual funds intro

* html correction

* Translate Swedish description into English for Codespell

* remove unusual options table

* updates some links in Terminal FAQ
2023-05-01 20:51:22 +00:00
northern-64bit
5e92dbe636 Fix error in the SDK portfolio intro documentation (#4945) 2023-05-01 20:41:23 +00:00
Theodore Aptekarev
18204202ac Remove stocks/disc/cnews command (#4920)
* Remove stocks/disc/cnews command from terminal and sdk

* Remove disc/cnews tests and test data

* Remove cnews from default sources, translations and intros

* Remove old test data files that are not used anymore

* Add pydocstyle ignore statement to pyproject toml

* Fix print help in stocks/disc controller test
2023-04-27 16:24:13 +00:00
James Maslek
83df5b296e dmg -> pkg 2023-04-25 20:41:52 -04:00
James Maslek
bcb9129c8a showcase 2023-04-25 13:04:37 -04:00
James Maslek
af8beb43b3 fix mdx 2023-04-25 12:58:58 -04:00
James Maslek
94cd3c1d71 Merge branch 'develop' into feature/mock-release 2023-04-25 12:36:55 -04:00
Danglewood
4dce2fa756 Updates Terminal Basics Guide for 3.0. (#4835)
* Updates Terminal Basics Guide for 3.0. Images to follow.

* spelling

* Adds the images.

* missing ! from markdown image

* Grammar correction.

* small wording changes

* updates Terminal Forecast intro

* adds screenshots to Forecast intro

* spelling in Forecast intro

* Forecast intro - grammar in last sentence

* Adds section for Support, removes themes sections, updates page description

* Adds images for support section.

* Add list of tips for support ticket info

* update metaphor

* make path jumping a standout note

* round of revisions - image to follow

* Image example for selecting a new data source.

* change tables sentence to say preferences are updated directly on the table.

* fix double note

* fix typo

* Makes annotated font brighter and easier to read.

* swap data source change pic.md

* Updates Terminal Technical Analysis Intro

* Adds screenshots to TA Intro

* typos

* make intro spin up pywry window with usage basics (#4871)

* fix ruff - unused import

* This indent keeps changing

* words

* updates Terminal Customization Guide

* adds image for table index locking

* chart/table cheat sheets

* Add another cheat sheet header

* fix

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-25 16:28:12 +00:00
James Maslek
1444141390 codespell 2023-04-25 12:04:48 -04:00
James Maslek
cd25bfdbe5 Full release notes 2023-04-25 10:26:47 -04:00
James Maslek
723bf1d27f Update note 2023-04-25 10:17:01 -04:00
James Maslek
cbda92ac4c Merge branch 'develop' into feature/mock-release 2023-04-25 10:05:01 -04:00
Jerry Duluk
f21d25436b Improved SEO of OpenBB Docs (#4774)
* Small typo

* Updated SEO for OpenBB Bot Docs

* Updated SEO for all SDK docs pages

* Updated all SEO for OpenBB Terminal Docs pages. Plus grammar edits

* Updated spelling edits for SDK and Terminal

* fix: headtitle component

* Updated Page titles for SDK and Terminal FAQ pages

* Updated page titles for all SDK docs pages

* Updated page titles for all Terminal Docs Pages (not reference pages)

* Updated page titles for Bot (not reference pages)

* Add | OpenBB Docs title for SDK and Terminal (#4883)

* add Terminal | OpenBB Docs

* SDK | OpenBB Docs added

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
2023-04-25 13:58:58 +00:00
James Maslek
91150f28eb changelogs 2023-04-25 08:36:22 -04:00
James Maslek
1b1f89af84 mock release 2023-04-24 19:12:18 -04:00
Theodore Aptekarev
80dabc17fc Update installation docs for release (#4876)
* Point download links to main

* Fix markdown formatting

* Remove debug echo from mac launcher script

* Update macos pkg installation instructions

* Fix image links
2023-04-24 17:32:25 +00:00
Carlos
1b8616e7f9 Add X11 support for docker to display charts (#4447)
* Add X11 support for docker to display charts

* Update installation docs for docker

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2023-04-24 13:58:09 +00:00
jose-donato
d22cdb64d5 Replaces cloudflare bacon with posthog for docs + docs fixes (#4843)
* feat: replaces cloudflare bacon with posthog

* fix: posthog apikey

* fix: new keys

* fix: added feature flags
2023-04-21 18:25:55 +00:00
James Maslek
bb27daeb0b Merge branch 'main' into hotfix/merge-main 2023-04-18 16:28:49 -04:00
Sal Darji
f9bbad254f Update macos.md
Updated the error warning to include instructions for installations from unverified developers on MacOS.
2023-04-18 15:01:55 -04:00
James Maslek
0efcd62951 Feature/hub guide (#4772)
* v0

* First iteration

* Update hub.md

* Update hub.md with API Keys section

* Update hub.md with default data sources

* Update hub.md theme styles

* Update hub.md routines

* Update hub.md API keys

* Update hub.md

* Update hub.md

* improve copy

* dev -> co

---------

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2023-04-18 18:24:19 +00:00
James Maslek
dceaabcf53 Get rid of twitter news bar (#4820) 2023-04-18 15:47:22 +00:00
Danglewood
af800613c8 Hotfix/docs - Some Intros Updates. (#4777)
* removes .ini from screener preset examples

* updates sdk economy intro

* Update economy intro guide screenshot

Swaps screenshot with new chart

* updates terminal stocks intro

* updates screenshots for stocks intro
2023-04-14 07:34:09 +00:00
James Maslek
1ae7eb39e4 etf/etfs fix 2023-04-13 10:58:41 -04:00
James Maslek
2d71f961d6 put back bad files but hopefully as good 2023-04-13 10:57:05 -04:00
James Maslek
00cf7b1912 delete bad files 2023-04-13 10:56:41 -04:00
James Maslek
10e0251b3c delete some more stuff pt 3 2023-04-13 10:53:38 -04:00
James Maslek
6d0b58f292 delete some more stuff pt 2 2023-04-13 10:51:44 -04:00
James Maslek
94cb39a7e1 Merge dev 2023-04-13 10:37:20 -04:00
James Maslek
47500fa97a help me mamma 2023-04-13 10:34:15 -04:00
DidierRLopes
1e619b8b77 small improvement (#4762) 2023-04-13 08:48:29 -04:00
martinb-bb
8397a990c9 URL(404) fixes for multiple locations (#4738)
* URL fixes

* docker url
2023-04-11 18:06:49 +00:00
Pratyush Shukla
b06c0509ac Update source.md (#4723)
Fixed Windows path in cleanup_artifacts script portion.

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-10 13:30:50 +00:00
Danglewood
8b30f1a117 Hotfix/stock screener - Stock Screener Fixes (#4674)
* stock screener fixes

* improves error message, this is a FinViz preset

* removes non-screener functions from screener menu

* ruff

* removes tests for removed non-screener functions

* updates tests

* black

* ruff

* adds s&p 500 sector presets

* updates Terminal intro guide for stock screener

* Update screener.md

Updates guide with screenshots.

* Update screener.md

spelling

* updates SDK Intro Guide for Stock Screener

* pylint disable=too-many-lines --> disable=C0302

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 20:19:04 +00:00
Igor Radovanovic
ec083d26a9 Add a note on GC and Kaggle (#4705)
* Add a note on GC and Kaggle

* fix broken url

* moving the note to be near the installation material

---------

Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-08 14:08:51 +00:00
Adi Sai
bea1086952 Hotfix ultima news improvements (#4703)
* WIP - command name refactor + eliminate need for an API key to make < 25 requests per day

* check for no Ultima API Key properly

* test_print_help fixes

* reflect changes from #4697

* re-run test_ultima_newsmonitor_view with --rewrite-expected

* re-run tests without breaking news
2023-04-08 05:28:08 +00:00
teh_coderer
3c86851140 Hotfix/ Pywry Linux Docs (#4712)
* idk

* g

* Update no_import.py

* idk

* update docs

* test

* fixed
2023-04-07 19:35:04 +00:00
teh_coderer
6abf1f5678 Hotfix/ TA multi handle no params + with params (#4706)
* fix ta multi when giving params to 1 and not others

* tests

* idk

* fix reset axes

* Update main.js

* idk2

* Update helper_funcs.py
2023-04-07 13:55:30 +00:00
Igor Radovanovic
1d65fba098 Feature/economy unit tests (#4676)
* Start

* QA controller tests

* Unit tests batch 1

* ruff

* More tests

* Economy unit tests

* Tests: economy

* table fixes (#4666)

* fix: table fixes

* fix: tablaroni

* fix: pagination protection

* fix: dm much more

* fix: colors

* fix: colors

* fix: colors

* fix Timestamp on stocks `get_quote`

* fix `call_tob`  having `quote` as prog/docstring

---------

Co-authored-by: teh_coderer <me@tehcoderer.com>

* bug as default flair if no login (#4681)

* init (#4683)

* Feature: Ultima Insights NewsMonitor Integration (#4685)

* fix typing issue that prevents running

* news monitor integration for news

* UX improvements with news monitor integration

* italicize riskExtDesc

* minor cosmetic changes

* minor cosmetic changes

* minor cosmetic changes

* Update ultima_newsmonitor_view.py

* minor fixes to launch properly

* setting Ultima API key

* Ultima NewsMonitor integration into terminal done

* integration of the commands is done

* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac

* add tests

* add unit tests

* Linting and sdk

* display message if not supported by Ultima News Monitor

* Update api-keys.md

* fix stock controller problem + remove source filtering from Ultima

* remove source filtering from Ultima

* add report issue message

* add some error handling in the view to ensure unsupported companies don't get fetched

* remove powered by Ultima Insights from console output

* ran black formatter to fix linting issues

* fix ruff issues

* fix pylint issues

* lint fix

* fixed linting issue and changed keys in the Feedparser model

* get all tests to pass

* proper testing with --record-mode=rewrite

* re-run tests for updated VCRs

* redid black formatting

* re-run test_print_help in stocks controller

* make breaking news output consistent and re-run tests

* remove unused import time

* reran tests with --rewrite-expected

---------

Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>

* Terminal/hub QA (#4678)

* move update flair

* sort repr

* remove packaged sys model var

* update decorator for check api key

* ruff

* change if stat

* ruff

* no need for new var

* pylint

* Refactor sources menu (#4668)

* add data sources defaults to model

* fix f string

* refactor sources controller

* write sources to file

* write to user file

* add user data sources file inside OpenBBUserData

* append to user file, don't rewrite

* fix when sources folder does not exist

* codespell

* change func name

* change path to str

* ruff

* Add method to upload entire user field

* change clear func args

* update get_ordered_list_sources function

* move flatten

* move flatten

* change extend func name

* remove comment

* clean sources utils funcs

* mypy

* Update utils.py

* spacing

* docs

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>

* Move tradier from hub to local (#4700)

* Move tradier from hub to local

* Flake error

* Disable error

* Update stocks_helper.py

* Update stocks_helper.py

---------

Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>

* Unit tests batch

* Unit tests batch

* ruff

* Unit tests batch

* Tests : Economy ; moving csv file

* Apply black

* Apply ruff

---------

Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-07 13:25:51 +00:00
DidierRLopes
2754be2620 Improve overall docusaurus (#4675)
* Improve overall docusaurus

* update pypi on installation

* fix merge conflicts

* fix spelling

* change CRLF to LF

* improve docs installation for bot

* more changes

* few more

* fix

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-07 01:50:45 +00:00
montezdesousa
b9ea4d5cd0 Refactor sources menu (#4668)
* add data sources defaults to model

* fix f string

* refactor sources controller

* write sources to file

* write to user file

* add user data sources file inside OpenBBUserData

* append to user file, don't rewrite

* fix when sources folder does not exist

* codespell

* change func name

* change path to str

* ruff

* Add method to upload entire user field

* change clear func args

* update get_ordered_list_sources function

* move flatten

* move flatten

* change extend func name

* remove comment

* clean sources utils funcs

* mypy

* Update utils.py

* spacing

* docs

---------

Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
2023-04-05 12:13:34 +00:00
Adi Sai
4fe6cf44a3 Feature: Ultima Insights NewsMonitor Integration (#4685)
* fix typing issue that prevents running

* news monitor integration for news

* UX improvements with news monitor integration

* italicize riskExtDesc

* minor cosmetic changes

* minor cosmetic changes

* minor cosmetic changes

* Update ultima_newsmonitor_view.py

* minor fixes to launch properly

* setting Ultima API key

* Ultima NewsMonitor integration into terminal done

* integration of the commands is done

* add Ultima to SDK trailmap, but SDK generation failed on M1 Mac

* add tests

* add unit tests

* Linting and sdk

* display message if not supported by Ultima News Monitor

* Update api-keys.md

* fix stock controller problem + remove source filtering from Ultima

* remove source filtering from Ultima

* add report issue message

* add some error handling in the view to ensure unsupported companies don't get fetched

* remove powered by Ultima Insights from console output

* ran black formatter to fix linting issues

* fix ruff issues

* fix pylint issues

* lint fix

* fixed linting issue and changed keys in the Feedparser model

* get all tests to pass

* proper testing with --record-mode=rewrite

* re-run tests for updated VCRs

* redid black formatting

* re-run test_print_help in stocks controller

* make breaking news output consistent and re-run tests

* remove unused import time

* reran tests with --rewrite-expected

---------

Co-authored-by: ovidysus0 <111447781+ovidysus0@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
2023-04-05 05:33:48 +00:00
andrewkenreich
c87226e9b6 hotfix/fixing some links (#4628)
* fixing some links

* adding pypi to installation

* fixing order
2023-04-04 06:11:16 +00:00
DidierRLopes
245a74086a Use OpenAI API to improve bot-discord docs (#4657)
* Use OpenAI API to improve bot-discord docs

* almost done.....

* last edits

* final fixes with updated index

* spacing

---------

Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
2023-04-04 06:10:40 +00:00
Colin Delahunty
5a8d6e823f Removes exchange option from stocks/load (#4673)
* Added fixes

* Added fixes
2023-04-04 00:05:15 +00:00
jose-donato
d47890cfad Hotfix/docs urls (#4669)
* fix: some url fixes

* fix: some url fixes
2023-04-03 14:55:04 -04:00
teh_coderer
f4b55148ba hotfix/ Avoid starting plots_backend twice on boot (#4658)
* avoid starting plots_backend twice on boot, declutter `call_intro`

* Update config_terminal.py

* pylint

* @hjoaquim suggestions

* Update sdk.py

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
2023-04-03 13:51:30 +00:00
Theodore Aptekarev
417769c4cc Improve installation experience and documentation (#4508)
* hi didier

* Add files

* Include build deps and third-party binaries in conda env files

* Add the changelogs from GH

* Api keys + cleaning up spelling + found some old refs

* spelling

* Merge branch 'feature/documentation3p0' of https://github.com/OpenBB-finance/OpenBBTerminal into feature/documentation3p0

* updates to faq sections

* spelling

* fixing FA so it runs

* adding guides - need pics

* Add gcc and maturin to build dependencies

* telegram/discord docs markdown format conversion

* Remove gcc from conda env files

* Update install from source guide for terminal

* fix: added new reference styles

* adding examples to discord - remove play button

* updating bot docs

* Update SDK installation docs

* Bump datetime package in lock file because current version was yanked

* Update requirements txts

* Remove rust tools from main conda env

* Pin poetry to 1.4.0 because of a regression in 1.4.1

* Bump version of lightgbm to 3.3.5

* Address formatting and minor content comments

* Advise all users to clean up conda artifacts with scripts

* Add placeholder for pywry related docs

* Update requirements.txt

* Downgrade statsforecast to prevent pulling jupyter-dash

* Add catboost to conda dependencies for windows install to work

* Add charset-normalizer to conda deps because of a buggy windows build

* Add xgboost to conda deps because of a buggy windows build

* working!!

* 3.8 and 3.9 xgboost

* spelling

* Point sdk install from source to terminal source install

* image showing on docs

Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>

* feat: added imageurl for examples

* updates Stocks SDK intro

* bot pics update

* Bump python version on macOS CI builds

* updating rest of bot docs

* Move charset-normalizer to the pip section of environment yamls

* Update mac CI workflows to use the correct cache

* Move poetry to pip section of the conda yamls

* Fix typo in file path

* Fix direct_url.json files not being deleted on the CI

* Fool reviewpad

* Actually fool reviewpad

* adding code for generating index and bot updates

* linting

* add commands for GTK on linux

* Update deps after conflicts and CRLF line endings made it into develop

* test bump down for matplotlib

* codesign more dylibs

* intel workflow

* Add signing stuff that failed to intel

* M1 file now

* Remove duplicate lines from codesigning section of build instructions

* Downgrade matplotlib to 3.7.0 to mitigate windows error

* Downgrade python to 3.9 in attempt to fix scipy not packaging correctly

* Downgrade python 3.9 to resolve conflicts found by conda

* Remove duplicate xgboost references

* Downgrade scikit-learn to avoid DistanceMetric32 not being found

* Remove site-packages from bundle following python 3.10 -> 3.9

* Downgrade scikit-learn to avoid DistanceMetric32 not being found

* Fix english in source installation

* Revert advised python to 3.9

* Update SDK installation docs

* Fix typo

* Update lock file hash

* Consolidate all installation instructions in the terminal section

* Add --no-cache-dir to pip calls

* Fool reviewpad

* Remove reference of the conda cleanup from the pypi install

* Fetch the environment yaml directly from the repo without downloading it

* Add rosetta, cpp build tools and libomp as top level requirements

* Update installation links in repo readme

* adds brew install libomp to FAQ section

* fix typo from my updatet

* Capitalization of Section Headers

* puts PyPi toolkit install in quotes, necessary for a non-bash shell.

* grammar fixes

* update docker windows instructions

---------

Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <jose-donato@users.noreply.github.com>
2023-03-29 17:53:35 +00:00
andrewkenreich
6fda5b17c2 hotfix/Update index.md (#4616)
* Update index.md

* fix sdk link
2023-03-28 18:41:39 -04:00
teh_coderer
11657c4375 init (#4615) 2023-03-28 17:18:01 -04:00