* 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>
* 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>
* 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>
* 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>
* 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>
* 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
* 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>
* 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>
* 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#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
* improve portfolio controller
* improve menu ux with disabling command when port or bench are not loaded
* allow custom reset with benchmark and portfolio loaded
* bench needs portfolio loaded to use start date, reflect that
* fix tests
* allow to see sum of a portfolio holdings
* add r-square to portfolio
* add skewness of data
* add kurtosis
* add stats
* allow perf command to select a period
* add yearly returns to cumulative return plot
* add individual rolling volatility
* add individual rolling sharpe
* add individual rolling sortino
* add individual rolling beta
* add period to cumulative returns
* clean up on aisle 5
* minor fix
* add volatility, sharpe ratio, sortino ratio and maximum drawdown ratio
* remove duplicated metrics
* check for portfolio and benchmark more modular
* fix tests
* remove sqrt(N) and N from sharpe and sortino calculations
* allow hold to export raw data from tail
* automatically add space before and after table
* add portfolio holdings in percentage
* fix relative dates to be more accurate
* refactor metric command to allow to select a metric of interest and check different periods
* fix cumulative return and implement new yearly return command
* add daily returns graph
* add distribution of daily returns command
* add monthly returns command
* add summary command with multiple metrics for a specific period
* calculate yearly (out)performance
* fix show
* rbeta with benchmark of 1
* improve mret style
* improve title of distribution
* improve volatility
* minor improvement in doc
* improve mret and yret
* tests
* update portfolio content on hugo docs
* fix ycrv hugo docs
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* Update _index.md
* fix issue
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* Adds yield curves
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* Adds yield curves for several countries
* ycrv plots by default
* Limits source choices and renames raw columns
* Fix test
* Fix test
* lint
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add in Portfolio Holdings for Attribution functionality
* Update a whole bunch
* Small bugfix and linting
* Remove print statements
* Update Excel to match Yahoo Finance categorization
* Make sure portfolio and benchmark are aligned
* Add in benchmarks, robustness and bugfixing
* Improve the spreadsheet
* Add in allocation model and improve portfolio features
* Bugfixing and more equities in the template
* Bugfix
* Bugfixing
* Add tests and website stuff
* WORK
* Clean up the code
* Add back in terminal changes
* Missing an enter imo
* Documentation fix
* Small fix
* Change code because tests cant handle formatting
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* Add polygon to fundamentals
* Update fa menu text
* Update fa menu text
* tests for _model
* wording/lint
* _view tests
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* 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>
* Added openbb_terminal/logger tests
* Added tests for path_tracking
* Just in case lol
* Finished test_directories
* Added more tests
* Fixed flake8 error
* Fixed flake8 error
* Coverage for test_expired_files
* Added handling for no boto3
* Added test mock
* Added test mock
* Added fix
* Test fix
* Fix for windows
* Added int
* More tests
* Added fixes
* Fixed black issues
* Tests : update fixture examples
* Tests : core/log/generation
* Core : log/generation
* replaced conftest delete with temp_path
* Fixed mocks
* refactored get settings to use tmp_path
* reverted codespell
* Making random faillign test linux only
* Swapped to fixture
* Fixed conftest
* Logs collection : add docstring + clean lines
* Tests : fix windows specific issue
* Tests : skip unsound tests which changes logger state
* Black
* Linting
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Add export to call_hcorr
* Add export_data to display_correlation
* Fix linting
* Fix test for yahoo_finance_view.display_correlation
Co-authored-by: Alex Ferrari <a.ferrari88@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
* Add in polygon stock load
* Add in tests for polygon stock load
* Add in a `codes` command to get IDs from polygon
* Add controller + website content
* update test
* didier - you still a pain
* oops
* this is what happens with your import request
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* fix darkpool api
* fix typo
* add default params on RSI ta
* fix ta models for stocks api
* fix ta models for stocks api
* improve API
* improve API
* test_finbrain updated
* fix finbrain model api
* ba controller
* improve API
* minor improvs to API
* a newly fantastic equity report
* fixed image issue
* add help to tier in finra command
* make export to default to False for API use
* remove ipynb_checkpoints
* remove extra file
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* 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>
