* Small fixes
* Add in Introduction to Funds page
* Update _index.md
* Delete images and fix some grammar
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Adds Introduction Guide to the Technical Analysis Menu
Adds a guide for the Technical Analysis menus. Routine file to come.
* Adds demonstration routine for the Technical Analysis menu
* linter typo
Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
* 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>
* Adds Introduction to the Stocks Insider Trading Menu
Adds intro guide for Insider submenu.
* adds demo routine for the insider trading menu
adds demo routine for the insider trading menu
* adds demo routine for the Government Menu
adds demo routine for the Government Menu
* Adds Introduction to the Government Menu
adds guide for the Government menu.
* Linter
* Removed sentence
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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>
* Adds Introduction to the Options Menu Guide
updates the Hugo site to include Options Menu Guide.
* Removed double title at the start
* Removes the double title at the beginning
* Adds Introduction to the Pricing Submenu
Adds the guide for Options Pricing Submenu.
* Options Menu Demo Routine
adds a demo routine for the options menu
* small correction
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 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
* adds Introduction to Options Screener Guide and renames the folder from "scr" to "screen" to match the Terminal structure
adds Introduction to Options Screener Guide and renames the folder from "scr" to "screen" to match the Terminal structure
* Changed /stocks/options/scr --> /stocks/options/screen & deleted unused tree: /stocks/options/payoff
Changed /stocks/options/scr --> /stocks/options/screen & deleted unused tree: /stocks/options/payoff
Co-authored-by: James Maslek <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
* More text, fixed links, added common menu
* Add in bunch of filler text
* Found another broken link
* Get rid of old content
* Push small changes
* Update installation instructions
* Small tweaks
* More adjustments
* Greatly improve the documentation
* Rename the website from OpenBB Terminal to OpenBB Documentation
* Adjust the menu
* Add 'Table of Contents' to the toc file
* Small improvs
* Fix broken links
* Improve more
* Small small small fix
* 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 Hugo Docs for tradinghours and behavioural analysis
* Move things around, fix some errors
* Update _index.md
* Update _index.md
* Update _index.md
* Small fix
* Add in better Discord link
* Adjust BA location
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>
* 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>
* 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>
* 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>
* Add in Guides documentation to the terminal
* Don't need eg twice
* Update _index.md
* Delete website/content/terminal/getting_started/images directory
* Update _index.md
* Delete website/content/terminal/introduction_to_stocks/images directory
* Adjust css so that tables and lists also have white text
* Small small change
* update white svg
Co-authored-by: jose-donato <zmcdonato@gmail.com>
* 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>
* 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>
* 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>
* 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>
* 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>
* Add API for Reddit sentiment command.
* Add helper functions for Reddit sentiment command.
* Add implementation of Reddit sentiment command.
* Update BA tests to include reddit_sent.
* Add documentation for reddit_sent.
* Add link to reddit_sent from main.yml.
* Refactor get_sentiment in order to avoid globals and make empirical scaling more obvious.
* Add default arguments to Reddit sentiment functions.
* Add option to display raw sentiment values in reddit_sent command.
* Add external axis to reddit_sent command.
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* add ctb to dps
* add test for ctb
* reformat using black
* fix tests for ctb
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: jmaslek <jmaslek11@gmail.com>
