Files
OpenBB/openbb_terminal/dashboards/voila/correlation.ipynb
teh_coderer 602cfa2c8c [POC] Plotly Backend (#3941)
* Update portfolio_view.py

* mypy 1.0 test

* Update helpers.py

* black

* ruff

* Update thought_of_the_day.py

* isort

* Update portfolio_view.py

* Update business_insider_view.py

* funds,bt,ca,fa view updates

* economy,etf,futures view updates

* econometrics regression

* mypy

* reports notebooks, PlotlyTA class adjustments, crypto finbrain view

* crypto views updates

* crypto views done?, ba, econometrics, funds, reports

* update docstrings

* Update sec_view.py

* portfolio reports

* Update equity.ipynb

* ruff

* mypy + equity reports

* Update yahoo_finance_view.py

* Update economy_controller.py

* clean up returns

* mypy

* finished dashboards/reports templates

* update some tests

* Update common.py

* Update account_controller.py

* Update banner.txt

* update tests

* tests

* Update helpers_denomination.py

* tests

* tests

* finished tests, refactor add_histplot/add_corr_plot

* ruff

* Update backend.py

* mypy

* Update backend.py

* pywry linux libs for tests

* pywry version bump

* OpenBBFIgure import changes

* Update business_insider_view.py

* Update backend.py

* tests

* bump pywry version

* forecast plot_explainability converted to plotly

* Update helpers.py

* tests

* Update helpers.py

* tests

* Update helpers.py

* Update helpers.py

* default plotly annotation `showarrow` to false

* Update backend.py

* fixes

* Update poetry.lock

* docker

* Update openbb.dockerfile

* up

* Update style.css

* bump pywry version

* Update unit-test.yml

* Update unit-test.yml

* figure to image/pdf export

* requirements txt files, pywry version bump

* mypy, pylint

* cleanup

* Update covid_view.py

* Update helper_funcs.py

* Update backend.py

* updates

* Update backend.py

* Update backend.py

* bump pywry version

* Update poetry.lock

* Update trailmap.py

* update reports

* Update custom_indicators_plugin.py

* Update momentum_plugin.py

* equity report

* reqs files

* Update fred_view.py

* ruff

* Update po_view.py

* bump pywry version

* reqs txt files

* fix installer icons for mac

* test updated torch/darts/pyinstaller on mac

* Update dashboards_controller.py

* Update terminal.py

* Update terminal.spec

* Update terminal.spec

* test

* Update poetry.lock

* Report adjustments, improved dashboard subprocesses termination

* pylint

* Update plotly_helper.py

* Update plotly_helper.py

* pylint

* revert darts

* test

* test

* fix

* improve shap scatter plot

* Update helpers.py

* Update helpers.py

* cleanup

* Update runa_view.py

* more cleanupp

* fixes

* update tests

* Update intrinio_view.py

* Update intrinio_view.py

* Update intrinio_view.py

* reqs files, poetry lock

* Update backend.py

* test for new icon

* Update fmp_view.py

* updates

* Update plotly_helper.py

* Update businessinsider_view.py

* ruff

* pylint

* fix previous merge

* Update plotly_helper.py

* update reqs files

* Update directories.py

* fix alt covid

* fix display_candle data is None load being unreachable, get covid views ready for sdk server

* Update covid_view.py

* refactor cleanup

* plotly_ta adjustments

* terminal wide ignore print_table if export

* Update plotly_helper.py

* forgot to save a few

* added edge case fallback if figures are in queue before backend fail

* Update ta_class.py

* Rename env variable name required to return plotly json

* Resolve pydocstyle warnings

* Resolve linting errors

* revert forecasting/pyinstaller versions

* Update terminal.spec

* finished incoming fixedincome menu, improve get_ecb_yield_curve speed with multiprocessing

* update deps

* Update backend.py

* fix fred model/view from switch to DataFrame, improve ecb_model

* Update config_terminal.py

* Update backend.py

* black

* clean up

* Update fred_view.py

* Update ta_class.py

* Update ta_class.py

* Update plotly_helper.py

* sync fixedincome

* Update ecb_model.py

* convert excel to csv for faster processing

* cleanup

* remove excel files

* Update terminal_controller.py

* update tests

* adjustments/missed figs in export_data

* Update cryptocurrency_helpers.py

* fixes

* account for volume column with no volume when plotting indicators , images autogen POC

* Update plotly_helper.py

* Update etf_controller.py

* Update etf_controller.py

* margin arg for export_data func figures, some plot adjustments

* logic for numpy array for plotly helper `get_dateindex` function

* cleanup

* update

* req file updates

* views

* Update backend.py

* update tests

* Update test_load_none[btc-usd].yaml

* convert merged cpi chart

* linting

* updates

* clean

* tests

* Update openbb.dockerfile

* remove test docker in root

* Update CONTRIBUTING.md

---------

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
2023-03-01 22:48:45 -05:00

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{
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{
"cell_type": "code",
"execution_count": null,
"id": "e9ad60bc",
"metadata": {},
"outputs": [],
"source": [
"import os\n",
"from datetime import datetime, timedelta\n",
"import ipywidgets as widgets\n",
"from openbb_terminal import OpenBBFigure, theme\n",
"import yfinance as yf\n",
"import pandas as pd\n",
"from IPython.display import display\n",
"\n",
"theme.apply_style(\"light\")"
]
},
{
"cell_type": "code",
"execution_count": null,
"id": "6c554cd2-462c-4832-b73c-c214aae11ce4",
"metadata": {},
"outputs": [],
"source": [
"interval_opts = [\n",
" \"1m\",\n",
" \"2m\",\n",
" \"5m\",\n",
" \"15m\",\n",
" \"30m\",\n",
" \"60m\",\n",
" \"90m\",\n",
" \"1h\",\n",
" \"1d\",\n",
" \"5d\",\n",
" \"1wk\",\n",
" \"1mo\",\n",
" \"3mo\",\n",
"]"
]
},
{
"cell_type": "code",
"execution_count": null,
"id": "f8c2f65c",
"metadata": {
"tags": [
"parameters"
]
},
"outputs": [],
"source": [
"class Chart:\n",
" def __init__(self):\n",
" self.last_tickers = \"\"\n",
" self.last_interval = \"1d\"\n",
" self.df = pd.DataFrame()\n",
"\n",
" def create(self, data, start, end, interval, tickers):\n",
" global last_tickers, df, last_interval\n",
" if tickers and tickers[-1] == \",\":\n",
" if tickers != self.last_tickers or interval != self.last_interval:\n",
" if interval in [\"1d\", \"5d\", \"1wk\", \"1mo\", \"3mo\"]:\n",
" self.df = yf.download(\n",
" tickers, period=\"max\", interval=interval, progress=False\n",
" )\n",
" else:\n",
" self.df = yf.download(\n",
" tickers, start=start, end=end, interval=interval, progress=False\n",
" )\n",
" self.last_tickers = tickers\n",
" self.last_interval = interval\n",
"\n",
" start_n = datetime(start.year, start.month, start.day)\n",
" end_n = datetime(end.year, end.month, end.day)\n",
"\n",
" df = self.df[data]\n",
"\n",
" if not isinstance(df, pd.Series):\n",
" if interval in [\"1d\", \"5d\", \"1wk\", \"1mo\", \"3mo\"]:\n",
" result = df.loc[(df.index >= start_n) & (df.index <= end_n)].corr()\n",
" else:\n",
" result = df.corr()\n",
"\n",
" base = [\n",
" [\n",
" \"black\" if x == 1 else \"lightgreen\" if x > 0 else \"lightpink\"\n",
" for x in result[y].tolist()\n",
" ]\n",
" for y in result.columns\n",
" ]\n",
" base = [[\"lightgray\" for _ in range(result.shape[0])]] + base\n",
" result = result.reset_index()\n",
" result.rename(columns={\"index\": \"\"}, inplace=True)\n",
"\n",
" fig = OpenBBFigure.to_table(result, print_index=False)\n",
" fig.update_layout(\n",
" margin=dict(l=0, r=0, t=0, b=0),\n",
" paper_bgcolor=\"rgba(0,0,0,0)\",\n",
" plot_bgcolor=\"rgba(0,0,0,0)\",\n",
" autosize=True,\n",
" height=600,\n",
" showlegend=False,\n",
" )\n",
" if os.environ.get(\"SERVER_SOFTWARE\", \"jupyter\").startswith(\"voila\"):\n",
" fig.show(\n",
" margin=False, config={\"showTips\": False}, renderer=\"notebook\"\n",
" )\n",
" else:\n",
" fig.show(margin=False, config={\"showTips\": False})\n",
"\n",
"\n",
"w_auto = widgets.Layout(width=\"auto\")\n",
"data_opts = [\"Open\", \"Close\", \"High\", \"Low\", \"Volume\"]\n",
"data_widget = widgets.Dropdown(\n",
" options=data_opts, value=\"Close\", layout=w_auto, description=\"Data\"\n",
")\n",
"\n",
"base_date = (datetime.today() - timedelta(days=365)).date()\n",
"start_widget = widgets.DatePicker(value=base_date, layout=w_auto, description=\"Start\")\n",
"end_widget = widgets.DatePicker(\n",
" value=datetime.today().date(), layout=w_auto, description=\"End\"\n",
")\n",
"interval_widget = widgets.Dropdown(\n",
" options=interval_opts, value=\"1d\", layout=w_auto, description=\"Interval\"\n",
")\n",
"tickers_widget = widgets.Textarea(value=\"TSLA,AAPL,\", layout=w_auto)\n",
"\n",
"data_box = widgets.VBox([tickers_widget, data_widget])\n",
"date_box = widgets.VBox([start_widget, end_widget, interval_widget])\n",
"controls = widgets.HBox([data_box, date_box], layout=widgets.Layout(width=\"60%\"))\n",
"\n",
"chart = Chart()\n",
"stocks_view = widgets.interactive_output(\n",
" chart.create,\n",
" {\n",
" \"data\": data_widget,\n",
" \"start\": start_widget,\n",
" \"end\": end_widget,\n",
" \"interval\": interval_widget,\n",
" \"tickers\": tickers_widget,\n",
" },\n",
")\n",
"\n",
"title_html = \"<h1>Correlation Analysis Dashboard</h1>\"\n",
"warning_html = '<p style=\"color:red\">Use a comma after EVERY stock typed.</p>'\n",
"app_contents = [\n",
" widgets.HTML(title_html),\n",
" controls,\n",
" widgets.HTML(warning_html),\n",
" stocks_view,\n",
"]\n",
"app = widgets.VBox(app_contents)\n",
"display(app)"
]
},
{
"cell_type": "code",
"execution_count": null,
"id": "37f46146-a206-4c25-b969-81c5abec4b1d",
"metadata": {},
"outputs": [],
"source": []
}
],
"metadata": {
"kernelspec": {
"display_name": "venv",
"language": "python",
"name": "python3"
},
"language_info": {
"codemirror_mode": {
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"file_extension": ".py",
"mimetype": "text/x-python",
"name": "python",
"nbconvert_exporter": "python",
"pygments_lexer": "ipython3",
"version": "3.10.8"
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"metadata": {
"interpreter": {
"hash": "e896a00ead8b521528d79ac9ef24990696f2b751eb283ab8e0d078c9c4971ffc"
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"vscode": {
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