Commit Graph

168 Commits

Author SHA1 Message Date
soggyomelette
fe96ab2dd8 Fixes stock price and metrics in #1993 (#1998) 2022-06-27 20:58:54 +01:00
minhhoang1023
67e3b3be13 Add Introduction to Cryptocurrency Guide & Fix crypto/find (#1970)
* Add Introduction to Cryptocurrency

* Add images

* Finish guides

* Add images

* Fix find not working

* Add keywords

* Update top_level_menu.md
2022-06-26 23:57:51 +01:00
Sam Kerr
b40868491e Handle errors when tickers can't be loaded (#1986)
* Add error handling for when financial statements cannot be parsed

* Formatting updates

* Remove a rogue print statement

* Fix a copy paste error

* Formatting issues with Black

* Use sentinel values rather than exception based workflow

* Remove unneeded change

* Fix formatting

* Don't use exceptions for handling error

* Fix a null check case

* Add an error print string to pass tests

* Remove exception throwers

* Update docs since we don't throw this exception
2022-06-25 16:05:06 +01:00
soggyomelette
5790f0bfa9 [Bug] ta/bbands: when value contains a decimal: error: argument -s/--std: invalid check_positive value: '4.5' (#1988)
* Update stockanalysis_model.py

* Update etf_controller.py

* Fix tests and linting

* 'Fixing #1978 by switching to check_positive_float'

* 'Fixes #1977 by switching labels'

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
2022-06-25 16:04:13 +01:00
montezdesousa
8f6bd9cab6 Removes command govp from crypto/defi (#1980)
* remove govp from defi menu

* rewrites help txt

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
2022-06-25 00:54:14 +01:00
minhhoang1023
7c597befe2 Unify input arguments between Terminal and Crypto API usage (#1942)
* Refactor API to accept Crypto Symbol as an input argument

* Fix tests

* Fix tests 2
2022-06-25 00:02:07 +01:00
James Simmons
2a5fbd4cd5 Fixing default view and ascending order in cglosers and cggainers (#1923)
* Fixing default view and ascending order in cglosers and cggainers

* Fixing futurewarnings error, adding test data, and changing dollar sign issue

* Adding --rewrite-expected test to pass CI

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-25 00:01:20 +01:00
soggyomelette
0b9a81b1bd [Bug] Broken ETF functionalities (#1976)
* Update stockanalysis_model.py

* Update etf_controller.py

* Fix tests and linting

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: JerBouma <jer.bouma@gmail.com>
2022-06-24 23:49:54 +01:00
montezdesousa
2386bd2da2 [Bug] crypto/defi/sratio: Remove scientific notation in Chart title (#1965)
* removes sratio from choices and help

* rewrites help test txt

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2022-06-24 14:01:13 +01:00
Colin Delahunty
e3daff2161 fixed crypto load (#1981)
* fixed crypto load

* Added fix

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-06-23 14:07:27 -04:00
montezdesousa
57b61d1b2a Display the help menu whenever users move to a different menu (#1968)
* switch auto print_help on exits

* display help when home called from home directory

* change in test to expect help cmd

* change in test to expect help cmd

* sets autoexithelp flag on conftest

* supress help string print on quit

* adapt tests to expect help

* adds help on 3 tests missing

* run black

* respect literal bool type

* second attemp to respect literal bool

Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
2022-06-22 13:45:48 +01:00
James Simmons
7ea577e142 Fixing scorr and sentiment dataframe indexing bug (#1947)
* Fixing scorr and sentiment dataframe indexing bug

* Fixing type hint and did some slight refactoring

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-20 15:07:56 -05:00
montezdesousa
ac50ab0f57 changes type_string to lowercase (#1958)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-20 07:26:34 -04:00
James Simmons
0c60d70cb2 Fixing fails to deliver bug and resulting NaN values in dataframe bug (#1956)
* Fixing fails to deliver bug and resulting NaN values in dataframe bug

* Taking out print statement

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-20 08:48:26 +01:00
Danglewood
aa53f4967f Adds Introduction Guide to Stock Screener (#1950)
* Adds Introduction Guide to Stock Screener

Adds Introduction Guide to Stock Screener

* adds a demo routine for the Stock Screener

* Improved Discovery Menu Demo Routine

* Improves functionality of autocomplete by changing value field to use underscore instead of dash

* black

* spelling

Co-authored-by: james <jmaslek11@gmail.com>
2022-06-18 10:38:51 +02:00
montezdesousa
99dce2457a Fix crypto/defi/vaults not showing for default and -k lp (#1957)
* fix vault sort

* rewrite tests

Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-06-17 09:15:48 -04:00
James Simmons
f9f717774a Fixed warnings bug which does not display data if there is an inf value data point (#1948)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-06-17 08:47:48 -04:00
Colin Delahunty
836d529ff0 Fixes Blank Report Bug (#1954)
* Fixed blank report bug

* Removed ipynb file
2022-06-16 16:26:24 -04:00
Colin Delahunty
b0b81c4d14 Fixed risk free bug (#1953) 2022-06-16 11:02:27 -04:00
Colin Delahunty
82e38cfdc1 Fixed cntrld issue (#1952) 2022-06-16 10:13:55 -04:00
Colin Delahunty
fd81deac20 Fix show ticker issue (#1951)
* Fix show ticker issue

* Removed print

* Removed darts logs

* Black
2022-06-15 16:27:03 -04:00
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
Colin Delahunty
b6300e906c Fix for DCF glitch (#1932)
* Added fixes

* Added fixes

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-06-14 17:09:38 +03:00
James Simmons
c30f6c821b Fixing future warnings bug by switching from append to concat. (#1943) 2022-06-14 11:20:03 +08:00
Sam Kerr
a89b3dca61 Match to USA if no exchange suffix is present (#1939)
The logic on line 213 defaults to USA if there is no exchange symbol present, so the market coverage suffix should use the same logic. This enables filtering by exchange to work correctly.

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-13 23:09:58 +08:00
Chavithra
b62300f15b Update logs rotation (#1920)
* Logs : add rollover at start

* Black

* Typing

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-06-12 11:58:31 +02:00
Theodore Aptekarev
79e9275ccf Release/1.5.0 (#1926)
* Add more build assets and all notebook checkpoints to ignore

* Delete old reports that were accidentally added to the repo

* Fix portfolios not bundling

* Add mac installer image assets

* Update license

* Make the code folder hidden in macOS package

* Add folder and launcher icons programmatically during build

* Change dmg creation tool to create-dmg

* Update macOS installation docs

* Bump project version

* Update macOS installation instruction image links

* Fix macOS installation instructions styling

* Unify macOS install instructions image size

* Point download links to the website vs github

* Fix macOS launcher self-quarantine command

* Fix routines not launching in packaged apps

* Fix .openbb test mode not displaying filenames during test run

* Remove file with weird apple character in path
2022-06-10 21:32:13 +02:00
James Simmons
4ad367d2e0 Changing no data label and test files (#1922)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-10 13:17:44 -04:00
Sam Kerr
15846387a1 Use returns for correlations in hcorr (#1925)
* Use returns for correlation

* Uses returns and has lots of other print messages now

* Clean up the code some

* Remove spurious imports

* Update the help messages

* Update for black syntax errors
2022-06-10 09:06:58 -04:00
jose-donato
0e03b9e9e4 refactoring load, changed chart to candle (#1838)
* refactoring load, changed chart to candle

* updating load

* refactor done, missing tests

* fixed chart

* refactor

* linting

* tests failing

* fix minh issues

* auto completion for load

* linting

* Tests : cryptocurrency/controller ; remove mocking of functions which are not used anymore

* Cryptocurrency/Controller : call_headlines ; fix bug

* Tests : cryptocurrency/controller ; mock function

* Tests : cryptocurrency/due_diligence ; fix expected output

* cryptocurrency/due_diligence ; mock functions

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-09 13:25:33 +01:00
Theodore Aptekarev
8f0146cc67 Fix trailing coma typo (#1917) 2022-06-08 16:14:08 -04:00
James Simmons
7527e91692 Fixes bug #1907 scraping management data (#1914)
* Fixing bug #1907 scraping  management data

* adding csv for failed tests on last push for bug fix

* business_insider_view tests

Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: james <jmaslek11@gmail.com>
2022-06-08 14:52:58 -04:00
Sam Kerr
a9a777143c Add argument to remove masking for heatmap in hcorr and print correlations to command line (#1913)
* Remove masking for heatmap

* Add a comment

* Add a flag to show either half or the full correlation matrix.

* Fix printed correlation table cutting off for large data sets

* Update the test

* Update some formatting issues

* Fix another formatting error

* Formatting issue

* Remove a double blank line

* Black formatting changes

* Fix a pylint formatting issue

* Use rich table and add a raw flag

* Fix formatting issue

* Capitalize ticker name in table columns

* Update a test

* Add docs for new arguments

* retrigger checks
2022-06-08 13:29:35 -04:00
Theodore Aptekarev
83f35e80c2 Release/1.4.0 (#1909)
* 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>
2022-06-07 16:14:36 +03:00
Sam Kerr
610b19bbb5 Clarify values by re-ordering rows in enterprise value report (#1908)
* Re-order columns in enterprise value report

* Update test files with changed values

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-06 15:29:40 -04:00
James Maslek
6692e38c6f Add on feature flag for 'smart' loading (#1901)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-06 14:42:59 -04:00
minhhoang1023
4c02dc2a66 Fix multiple crypto bugs (#1903)
* fix #1850

* fix #1831

* add extra check to Reddit API keys

* ignore warning message to update praw api

* improve OpenBB links

* fix quick performance only on stocks class because I'm James bitch

* fix quick performance only on stocks class because I'm James bitch

* fix #1829

* fix #1821

* add messari to keys - fix #1819

* example of multiple oclumns to check on options/chains

* minor improvement in xlabel re. #1814

* remove repeated command

* fix #1698

* fix line too long

* fix #1814 fr now

* fix tests

* Fix multiple bugs

* Disable false positive pylint in some crypto models

* Fix website not building because of expo command removed

Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-06-06 18:20:44 +03:00
Sam Kerr
335b89c8e2 Skip predictions in reports if prediction package is missing. (#1900)
* Add error handling if prediction package is missing.

* More error handlers

* Use try/except blocks

* Another error handler

* Convert try/except blocks to a variable with if statements

* Add string in final report about no predictions. Make file encoding explicit.

* Add a comment describing the flag

* Update openbb_terminal/reports/equity.ipynb

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

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-06 17:15:09 +03:00
Sam Kerr
262d155cef Fix a broken link to Jupyter directions (#1897)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-04 16:17:54 -04:00
martinb-bb
f0f2fd688d removing expo until forecast menu for installer (#1896)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-03 22:55:52 +03:00
Colin Delahunty
3fdc1363d6 Added plots for tickers (#1842)
* Added plots for tickers

* Fixed

* general improvements

* fix avariance

* Fixed formula

* Updated documentation

* Fixed tests

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-06-02 09:06:09 -04:00
didierlopes.eth
49560ab880 Econometrics UX (#1878)
* 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>
2022-06-01 12:41:45 +01:00
jp
b9e097ef8d Bug/crypto defi vaults command broken #1822 (#1874)
* Add separate view for finbrain for crypto curreny sentiment analysis

* Move json with symbols to separate directory, little refactoring, update readme

* Add screenshot of finbrain for PolkaDot

* Fix defi coindix vaults. Risk param is disabled. Disable urllib3 warning bout not verified request url

* update tests for coindix - cassetes, csvs, txts

* update vaults docs

* Update _index.md

* run crypto tests with record_mode=rewrite

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-06-01 12:16:03 +01:00
James Maslek
1e0959845e Fix CA tsne issue where dataframes werent merging when ticker not in sp500 (#1882)
* Fix CA tsne issue where dataframes werent merging

* Fix forex tests where date changed :/
2022-05-31 18:20:28 +01:00
Jeroen Bouma
f7f16b2597 Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides (#1887)
* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* update to index list

* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* guides: behavioural anaylsis & trading hours

* linter

* Add in Portfolio Optimization, Dark Pools, Discovery and Comparison Guides

* Update _index.md

* Update _index.md

* Update _index.md

* Remove images

* Some small improvements

* Update _index.md

* Add GIF

* ABC

* Add files via upload

* Fix small mistake

* Remove installer explanation since it is better documented in Hugo

* Small fix

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: james <jmaslek11@gmail.com>
2022-05-31 18:20:12 +01:00
Theodore Aptekarev
35ba7fd79f Fix tests and bump pandas version (#1888)
* 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>
2022-05-31 14:46:45 +02:00
Theodore Aptekarev
0f0604a387 Update pred deps and instructions (#1885) 2022-05-31 12:53:48 +03:00
James Maslek
fd6f96cae9 Get rid of qa interval warning (#1880)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-27 18:21:14 -04:00
didierlopes.eth
6aa487b590 allow for reports an easy exit when something fails and other fixes (#1876) 2022-05-27 10:23:11 +01:00
James Maslek
71d99e8fd5 Fix economy/fred bug (#1875) 2022-05-26 20:17:17 -04:00