* Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * Release/2.2.0 (#4008) * Added github actions for gitflow * Minor changes * Fix plot look when using eval and add query to choices (#3881) (#3898) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Testing Gitflow (#3899) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * Feature/gitflow (#3900) * Fix plot look when using eval and add query to choices (#3881) (#3901) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Gitflow Implementations (#3902) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Gitflow Implementations (#3904) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Main --> develop (#3906) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * GItflow Implementations (#3909) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Feature/gitflow (#3911) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * Update develop (#3913) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Feature/gitflow (#3914) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3921) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Feature/gitflow (#3914) (#3915) * testing gitflow * Name changes * Testing python changes * Added Checkout to Base test * More minor fixes for merge * Minor fix * Added nightly build * Testing Merge * Merge error fix * Merge fix * merge fix * Merge fix * Merge fix * Merge fix * merge fix * [Gitflow] - Minor fix * Nightly build feature * Added branch name docs * poetry add ccxt@latest (#3920) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * poetry add ccxt@latest Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Add crypto dd functions to sdk (#3888) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Add crypto dd functions to sdk * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * Fixes currency and trailmap Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Integration tests refactor (#3781) * generate integration tests report * new console report * simple run_scripts * move tests script to folder * add skipping * always display skips * func name * allow running from relative path * rename some vars and time * typo * change portfolio supress and warning * uncomment economy test * rename test controller * multiprocessing * display test progress and available * rename func * mypy * should not be here * small changes * type hinting and docstrings * new subprocesses default * forget context and chunksize * clean len skipt * small comment * fix subproc default with v * minor change * fix path * better this way * make output visible * allow only sequential run with verbose mode * change message * detail * include andrew idea * limit multiprocessing to clone version * fix for package application * must be up here * allow verbose with multiprocessing but warn * update readme * move tests to core * Update README.md * Update README.md * move readme outside * Update README.md * Update README.md * Update README.md * Update README.md * Update README.md * Update README.md * Update README.md * Update README.md * Update README.md * parse subproc arg * Update README.md * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * Delete glossary base command * move scripts * ruff * update pyproject.toml * update yfinance * fix futures and economy test, rewrite * rewrite stocks test yfinance dependent * refactor sia to yfinance 0.2... * fix last failing sia tests * black * update reqs Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> * Gitflow - Autodoc (#3922) * Hotfix/dots sources (#3928) * fix: wordwrap * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * fix: str Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update dependency: grpcio (#3937) * Update grpcio * Revert "Update grpcio" This reverts commit 676c50a2bdde5ca64614bddd3eaebbccd68c5994. * Update dependencies * Rebase develop? (#3935) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Update installation guides with videos (#3903) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Update installation guides with videos * Add fix for Ruff crashing * Me no longer do what James said * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * broken link (#3889) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * broken link due to quandl.com redirecting to nasdaq.com, for the link to work and get the appropiate API key you need to remove the period at the end of this link... Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: james <jmaslek11@gmail.com> * Issue #3882 Fixed (#3885) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Issue #3882 Fixed * 2 files reformatted by black * tests added * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * fixed mypy errors Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * GitFlow - improve check for changes (#3948) Gitflow Implementation * Rewrite and skip yfinance tests (#3953) * economy * fix futures * fix stocks tests * skip unfixable tests * fix ark * Fixed failing badge not used anymore (#3932) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix portfolio returns (#3931) * fix inception bug and clean some useless attributes * reorder attributes * add returns and cumulative returns * fix cumulative returns * fix cumulative returns * remove cumulative ret * add some doc and encapsule methods * order detail * add more details on docstrings * wrong docstring * add commnet * Update portfolio_engine.py * fix bug with unsupported type * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * fix table header * fix portfolio integration test * ruff * fix tests * rewrite yfinance call * fix test_draw * test_stocks_helper * bt model * fix comp analysis * fix ftd * fix dd * fix screener Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> * Put yf.info behind an exchange flag on `load` (#3951) * Put yf.info behind an exchange flag * Guides Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> * Last Price Bug into Previous Close #3865 (#3949) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add multiple countries option to events (#3938) * allow multiple countries in events cmd * fix test * fix last test * black Co-authored-by: James Maslek <jmaslek11@gmail.com> * Minor Fix for branch name check (#3979) * Gitflow - Added manual trigger to Linting (#3981) * Minor Fix for branch name check * added manual trigger to linting * Linting fix (#3984) Linting fix * Feature/macro convert (#3924) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Issue #3882 Fixed * 2 files reformatted by black * tests added * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * fixed mypy errors * Fixed parser options for currency conversion Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update sma.md (#3956) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * Update sma.md Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py (#3955) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update vwap.md (#3971) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update overlap_model.py - wrong typehint (#3970) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * Update overlap_model.py Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Bump yfinance to 0.2.4 and fix tests (#3977) * upgrade yfinance to 0.2.4 * fix some tests failing bc yfinance new date format * fix remaining tests * fix tests * rewrite failing test * black * rerecord test * fix get_1y_sp500 test * missing import here Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add extra error handling for yf in etf (#3985) * Fix the news command and making it more stable (#3965) Co-authored-by: James Maslek <jmaslek11@gmail.com> * Hotfix/bug #3945 (#3963) * Add exception to http requests made by ftd * Formatting Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> * Fix #3787 (#3966) Make the get_equal_weights handle portfolio's with stock's filtered out, due to the stocks having to many NaNs. Co-authored-by: James Maslek <jmaslek11@gmail.com> * Add ticker to the load export file (#3997) * bump * Change export name to have the ticker * revert yaml * Feature/release branch gitflow (#3998) * release branch gitflow implentation * Fix integration tests bugs (#3993) * fix tk * fix newsletters * fix lt * exception on pir * fix attrib bug and remove warning * fix earnings * fix ins, lt, whatif * fillna * fix vis Co-authored-by: James Maslek <jmaslek11@gmail.com> * change .env loading priority (#4005) * [FIX] Pytorch-lightning trainer conflict with TQDM progress bar (#4002) * fix for tqdm progress bar conflict * fix tests Co-authored-by: James Maslek <jmaslek11@gmail.com> * bump * Update release branch * revert conda yaml * logging hash * Fix historical futures plot axes (#4006) * change start date to model * rewrite test * ruff * add end date * move futures and update test * return if wrong dates * fix controller test * record mode rewrite model and view Co-authored-by: James Maslek <jmaslek11@gmail.com> * Update version number * Added scipy to intel * Fix M1 build (#4010) * Fix plot look when using eval and add query to choices (#3881) * convert index to datetime and update choices * uncomment economy integration test * fix treasury concat bug * fix datasets concat on duplciates * Lock ruff version so that new lints dont break our CI (#3905) * Lock ruff version so that new lints dont break our CI * Bumped pre-commit ruff version * adding xgboost explicitly * testing juan sugestion * removing unncessary stuff that the hook deals with Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> * Add xgboost to intel * add scipy libs to windows only * add scipy sparse * update scipy and pywin * update tests * UPdate installation.md to reflect 2.2 * fix yf unit tests * Try to get futures tests working * Ignore tz in yf download * Found another end date needed * delelte yf cache Co-authored-by: luqazino@gmail.com <luqazino@gmail.com> Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com> * GH Pages fix * Minor fix Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com> Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com> Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Chavithra PARANA <chavithra@gmail.com> Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com> Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com> Co-authored-by: Jeroen Bouma <jeroenbouma@Jeroens-MacBook-Pro.local> Co-authored-by: Rob-Rychs <Robrychel@gmail.com> Co-authored-by: Mert Nuhuz <mail@mertnuhuz.com> Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt> Co-authored-by: Bongani Bendile <58882596+Bonganibendi@users.noreply.github.com> Co-authored-by: Sergio A. S <sergio-abu@proton.me> Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com> Co-authored-by: martinb-bb <105685594+martinb-bb@users.noreply.github.com>
OpenBB Terminal 🚀
Documentation can be found at: https://openbb.co/docs
Click on the GIF below for a DEMO of the terminal.
Investment research for everyone.
≪ GETTING STARTED
· CONTRIBUTING ·
SEE FEATURES »
Report Bug
·
Suggest Improvement
·
Request a Feature
Table of Contents
1. About The Project
How it started:
OpenBBTerminal 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:
OpenBBTerminal provides a 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 Python-based environment, OpenBBTerminal opens access to numerous Python data libraries in Data Science (Pandas, Numpy, Scipy, Jupyter), Machine Learning (Pytorch, Sklearn, Flair), and Data Acquisition (Beautiful Soup, and numerous third-party APIs).
2. Installation
If you wish to install the OpenBB Terminal or the OpenBB SDK, please use one of the following options:
| OpenBB Terminal | Usage |
|---|---|
| Windows Installer | Recommended way for Windows if you just want to use the OpenBB Terminal |
| MacOS Installer | Recommended way for MacOS if you just want to use the OpenBB Terminal |
| Docker | An alternative way if you just want to use the OpenBB Terminal |
| Python | If you wish to contribute to the development of the OpenBB Terminal |
| OpenBB SDK | Usage |
|---|---|
| PyPi | Recommended way if you just want to use the OpenBB SDK |
| Python | If you wish to contribute to the development of the OpenBB SDK |
3. Contributing
There are three main ways of contributing to this project. (Hopefully you have starred the project by now ⭐️)
BECOME A CONTRIBUTOR
- Fork the Project
- Create your Feature Branch (
git checkout -b feature/AmazingFeature) - Install the pre-commit hooks by running:
pre-commit installAny time you commit a change, linters will be run automatically. On changes, you will have to re-commit - Commit your Changes (
git commit -m 'Add some AmazingFeature') - Push to your Branch (
git push origin feature/AmazingFeature) - Open a Pull Request
You can read more details about adding a feature in our CONTRIBUTING GUIDELINES.
RAISE AN ISSUE OR REQUEST A FEATURE
- Raise an issue by opening a bug ticket.
- Request a new feature through a feature request ticket.
JOIN US
Join our Discord and provide us any feedback on The OpenBB Terminal.
4. License
Distributed under the MIT License. See LICENSE for more information.
5. 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 OpenBBTerminal 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.
6. 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:
- Twitter: @openbb_finance
- Discord: openbb.co/discord
- Reddit: openbb.co/reddit
