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49641bd9e8
* Remove undesired example files * Update the documentation for routines * Add in video * Add some additional text * Add in a routines example that can be activated with --example * Remove default old examples * Add portfolio example holdings file * Add portfolio optimization example allocation file * Add example files for the portfolio menus * Remove code that unintentionaly prints the home menu on every routine * Add home instead of / * Remove requirement to add file if you have an example * Ensure portfolio/po/params also talks about docs correctly * Move all routine, portfolio and screener presets to the correct folder * Remove presets since they are moved * Remove presets since they are moved * Same implementation as for file in po * Adjust code so it works with new folder * Adjust code so it works with new folder * Adjust code a little since I changed folder * Update screener documentation to include how to create a screener * Remove old readme * Update documentation to better reflect where to find the files * Also update SDK notes * Update exe with auto complete and more info * Add images * Update images and the last script * Update text to make it more apparent that it has an example attached * Add section for routine scripts on home menu * Make call_about more robust and add record and stop * Update the routine markdown with info about record/stop including video * Update scripts * Update portfolio report * Update tests and report * fix small load bug * rewrite help test * last fix was buggy * example by default * fix po integration test * keep example on arg * adapt integration test * fix portfolio integration test * fix more portfolio integration tests * pa is not an option anymore * portfolio report choices only holdings * update integration test for portfolio report * Small formatting improvements * Remove sleep and fix inconsistent return * Some spelling * oops * Fix tests --------- Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
96 lines
2.3 KiB
INI
Vendored
96 lines
2.3 KiB
INI
Vendored
# Author of preset: Danglewood
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# Description: Electronics Components Producers - Last 3 Months - All Transactions
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[General]
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# Symbols or CIKs
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Tickers =
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# Insider Name or CIK
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Insider =
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SharePriceMin =
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SharePriceMax =
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LiquidityMinM =
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LiquidityMaxM =
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[Date]
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# All dates, Custom, Latest Day, Last 3 days, Last 1 week, Last 2 weeks, Last 1 month, Last 2 months, Last 3 months, Last 6 months, Last 1 year, Last 2 years, Last 4 years.
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FilingDate = Last 3 months
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# This is only regarded if FillingDate = Custom, format: dd/mm/yyyy
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FilingDateFrom =
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FilingDateTo =
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# All dates, Custom, Latest Day, Last 3 days, Last 1 week, Last 2 weeks, Last 1 month, Last 2 months, Last 3 months, Last 6 months, Last 1 year, Last 2 years, Last 4 years.
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TradingDate = Last 3 months
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# This is only regarded if FillingDate = Custom, format: dd/mm/yyyy
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TradingDateFrom =
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TradingDateTo =
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# These values need to be smaller than 100
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FilingDelayMin =
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FilingDelayMax =
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NDaysAgo =
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[TransactionFiling]
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# The following values are meant to be either: 'true' or empty for False.
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P_Purchase =
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S_Sale =
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A_Grant =
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D_SaleToLoss =
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G_Gift =
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NoDeriv =
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F_Tax =
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M_OptionEx =
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X_OptionEx =
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C_CnvDeriv =
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W_Inherited =
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MultipleDays =
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# These values need to be multiples of 5
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TradedMinK =
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TradedMaxK =
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# These values need to be between 0 and 100%
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OwnChangeMinPct =
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OwnChangeMaxPct =
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[Industry]
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# Available industry options at bottom of the file.
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# Sector -> Subsector -> Industry
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SectorSubsectorIndustry = Manufacturing -> Electronics -> Electronic Components
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[InsiderTitle]
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# The following values are meant to be either: 'true' or empty for False.
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COB =
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CEO =
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Pres =
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COO =
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CFO =
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GC =
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VP =
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# 'Officer' includes all of the above: COB, CEO, Pres, COO, CFO, GC, VP
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Officer =
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Director =
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10PctOwn =
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Other =
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[Others]
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# Filing, Company.
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GroupBy = Filing
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# Filing Date, Trade Date, Ticker Symbol, Trade Value.
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SortBy = Filing Date
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# 100, 200, 300, 400, 500, 600, 700, 800, 900, 1000.
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MaxResults = 1000
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# Between 1 and 99, inclusive.
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Page = 1
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# This only exists if GroupBy = Company
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[CompanyTotals]
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# These values need to be smaller than 100
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FilingsMin =
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FilingsMax =
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# These values need to be smaller than 10
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InsidersMin =
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InsidersMax =
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OfficersMin =
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OfficersMax =
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# These values need to be multiples of 5
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TradedMinK =
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TradedMaxK =
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# These values need to be between 0 and 100%
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OwnChangeMinPct =
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OwnChangeMaxPct = |