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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
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Logo

OpenBB Terminal 🚀

Documentation can be found at: https://openbb-finance.github.io/OpenBBTerminal/

Click on the GIF below for a DEMO of the terminal.

OpenBB Terminal Illustration

Investment research for everyone.
≪ GETTING STARTED   ·   CONTRIBUTING   ·   SEE FEATURES »

Report Bug · Suggest Improvement · Request a Feature

Table of Contents

  1. About The Project
  2. Installation
  3. Contributing
  4. License
  5. Disclaimer
  6. Contacts

About The Project

How it started:

OpenBB Terminal is an awesome stock and crypto market terminal that has been developed for fun, while I saw my GME shares tanking. But hey, I like the stock 💎🙌.

How it's going:

OpenBB Terminal provides a modern Python-based integrated environment for investment research, that allows an average joe retail trader to leverage state-of-the-art Data Science and Machine Learning technologies.

As a modern Python-based environment, OpenBBTerminal opens access to numerous Python data libraries in Data Science (Pandas, Numpy, Scipy, Jupyter), Machine Learning (Pytorch, Tensorflow, Sklearn, Flair), and Data Acquisition (Beautiful Soup, and numerous third-party APIs).

Installation

If you wish to install the Terminal, there are currently four options:

Contributing

There are 3 main ways of contributing to this project.

For a 1 hour coding session where the architecture of the repo is explained while a new feature is added, check here.

Become a Contributor 🦍

Recommended if you bought the dip, and the share price keeps dipping. You may as well keep yourself busy while stonks go up.

  1. Fork the Project
  2. Create your Feature Branch (git checkout -b feature/AmazingFeature)
  3. Install the pre-commit hooks by running: pre-commit install. Any time you commit a change, linters will be run automatically. On changes, you will have to re-commit.
  4. Commit your Changes (git commit -m 'Add some AmazingFeature')
  5. Push to your Branch (git push origin feature/AmazingFeature)
  6. Open a Pull Request

Raise an Issue

Recommended if you adopted a strategy of buying high and selling low.

We are interested in your view on what sort of features would make you buy even higher and sell even lower.

Also, if somehow you're sitting in several mils due to this terminal, don't forget to report a bug so that the team can fix, and keep the old ways.

Join Us and Contribute

Welcome to the club, and feel free to support the developers behind this amazing open-source project.

If you're interested in contributing, fork us! Grab an issue or enhancement and put in a PR request with the fix.

License

Distributed under the MIT License. See LICENSE for more information.

Disclaimer

"A few things I am not. I am not a cat. I am not an institutional investor, nor am I a hedge fund. I do not have clients and I do not provide personalized investment advice for fees or commissions." DFV

Trading in financial instruments involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Before deciding to trade in a financial instrument you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed. The data contained in the OpenBB terminal is not necessarily accurate. OpenBB and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information displayed.

Contacts

If you have any questions about the terminal or anything OpenBB, feel free to email us at support@openbb.co

If you want to say hi, or are interested in partnering with us, feel free to reach us at hello@openbb.co

Feel free to share loss porn, memes or any questions at:

Star History

Star History Chart

Contributors

Description
Mirror of OpenBB-finance/OpenBB (OpenBB Platform + CLI), pulled every 8h
Readme Apache-2.0 3.2 GiB
Languages
Python 100%