* 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>
REPORTS
This menu has a different concept from remaining menus. It has 2 main goals:
- Generate a personalised report.
- Allow the user to write notes on that notebook (report), as if it was his personal investment diary.
How to create your own personal report
-
Copy one of the existing notebook reports as a template, e.g. dark_pool.ipynb.
-
Rename that notebook with a name that reflects what you want this notebook to contain, even including your name.
-
One of the notebook cells will have a
parameterstag, that's where the papermill will parametrize the notebook. Thus, your variables should be declared there. -
Remove the function calls that you don't care about to build your own report.
-
When building your template notebook, there are 2 type of possible things you can do:
- Create a markdown cell, where you can add a title or a description. E.g.
## Analyst Targets- Create a code cell, where you should both: import a module, and call a function to display a chart or print data. E.g.
from openbb_terminal.stocks.due_diligence import finviz_view finviz_view.analyst(ticker=ticker, export='')
Note: In order to find the name of the function you want, you should either crawl through the codebase (and ask help in discord) or look into our readthedocs (#TODO).
How to run the report
-
In config_terminal you may need to change your
PAPERMILL_NOTEBOOK_REPORT_PORTfrom8888. If the notebook generation fails, it is likely that the port selected is not the correct one. -
Start the terminal with
python terminal.py -
Select
reportscontext, and choose from the options selected - which are derived from the .ipynb jupyter notebook files on the reports folder. -
This should prompt you with a filled notebook with name:
<date time>_<report name>_<args>.ipynb. E.g.20210725_193517_dark_pool_AMC.ipynb -
Due to the last cell of the notebook, the report is saved by default as
.html. E.g.20210725_193517_dark_pool_AMC.htmlfolder = "notebooks/reports/" extension = ".ipynb" !jupyter nbconvert {report_name} --to html --no-input -
You can now write your own personal notes on the notebook. By doing:
- Click on the notebook cell that you are interested in writing your notes
- On the toolbar click on "+" to add a new cell
- On the toolbar click on "Cell" -> "Cell Type" -> "Markdown"
- You're now ready to write your own notes
-
Once you're happy with your report, you can either:
- Re-run the last cell, potentially changing output from
.html: - Or, on the toolbar click on "File" -> "Download as" -> Select your preferred option (e.g. HTML)
- Re-run the last cell, potentially changing output from