OpenBB/openbb_terminal/reports/templates/forecast.ipynb

{
 "cells": [
  {
   "cell_type": "markdown",
   "id": "70ba2c8a",
   "metadata": {},
   "source": [
    "## Notebook setup"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "driven-billion",
   "metadata": {},
   "outputs": [],
   "source": [
    "import os\n",
    "import io\n",
    "import warnings\n",
    "import datetime\n",
    "import numpy as np\n",
    "import base64\n",
    "\n",
    "import matplotlib.pyplot as plt\n",
    "import matplotlib_inline.backend_inline\n",
    "\n",
    "from IPython.display import HTML\n",
    "\n",
    "from openbb_terminal.reports import widget_helpers as widgets\n",
    "from openbb_terminal.sdk import openbb\n",
    "from openbb_terminal.helper_classes import TerminalStyle\n",
    "from openbb_terminal.core.config.paths import REPOSITORY_DIRECTORY\n",
    "\n",
    "%matplotlib inline\n",
    "matplotlib_inline.backend_inline.set_matplotlib_formats(\"svg\")\n",
    "warnings.filterwarnings(\"ignore\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "c3fe7db5-ec6a-42cf-9e66-52dc1de22370",
   "metadata": {},
   "outputs": [],
   "source": [
    "try:\n",
    "    theme = TerminalStyle(\"light\", \"light\", \"light\")\n",
    "except:\n",
    "    pass\n",
    "stylesheet = widgets.html_report_stylesheet()"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "9c3ae3e3-2b91-43a6-aa44-7b10986fd369",
   "metadata": {},
   "outputs": [],
   "source": [
    "def get_image(func, title, *args, **kwargs):\n",
    "    local_fig, ax = plt.subplots(dpi=20)\n",
    "    # kwargs[\"chart\"] = True\n",
    "    kwargs[\"external_axes\"] = [ax]\n",
    "    if title:\n",
    "        ax.set_title(title)\n",
    "        ax.set_xlabel(\"Lag\")\n",
    "        ax.set_ylabel(\"Autocorrelation\")\n",
    "    func(*args, **kwargs)\n",
    "    local_fig.tight_layout()\n",
    "    f = io.BytesIO()\n",
    "    local_fig.savefig(f, format=\"svg\")\n",
    "    return f.getvalue().decode(\"utf-8\")"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "807fda4e",
   "metadata": {},
   "source": [
    "## Select Ticker"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "intended-sherman",
   "metadata": {
    "tags": [
     "parameters"
    ]
   },
   "outputs": [],
   "source": [
    "# Parameters that will be replaced when calling this notebook\n",
    "# Do not leave parameters blank as notebook will not run otherwise\n",
    "symbol = \"VTI\"\n",
    "report_name = \"Forecast Report for VTI\""
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "e1f87190",
   "metadata": {},
   "outputs": [],
   "source": [
    "ticker = symbol"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "a441ddbc-d75b-4a18-84d4-e01b677674d3",
   "metadata": {},
   "outputs": [],
   "source": [
    "if \".\" in ticker:\n",
    "    import sys\n",
    "\n",
    "    sys.exit(0)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "1be26dae-cafe-4a22-80aa-eff296fc1a9b",
   "metadata": {},
   "outputs": [],
   "source": [
    "ticker_data = openbb.stocks.load(\n",
    "    symbol=ticker, start_date=datetime.datetime.now() - datetime.timedelta(days=400)\n",
    ")\n",
    "ticker_data = ticker_data.reset_index()\n",
    "ticker_data.columns = [x.lower() for x in ticker_data.columns]\n",
    "\n",
    "author = \"OpenBB\"\n",
    "report_title = f\"FORECAST RESEARCH REPORT ON {ticker.upper()}\"\n",
    "report_date = datetime.datetime.now().strftime(\"%d %B, %Y\")\n",
    "report_time = datetime.datetime.now().strftime(\"%H:%M\")\n",
    "report_timezone = datetime.datetime.now(datetime.timezone.utc).astimezone().tzinfo\n",
    "report_title, report_date, report_time, report_timezone"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "f8a0d747",
   "metadata": {},
   "source": [
    "## Data"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "cb31e9ee-e7ae-4e1b-89b4-bb6f571cfdfa",
   "metadata": {},
   "outputs": [],
   "source": [
    "local_fig, ax = plt.subplots(dpi=20)\n",
    "column = \"close\"\n",
    "ticker_data.plot(x=\"date\", y=column, ax=ax)\n",
    "ax.set_title(f\"{column.title()} for {ticker}\")\n",
    "ax.set_xlabel(\"Date\")\n",
    "ax.set_ylabel(\"Price\")\n",
    "local_fig.tight_layout()\n",
    "f = io.BytesIO()\n",
    "local_fig.savefig(f, format=\"svg\")\n",
    "plot_chart = f.getvalue().decode(\"utf-8\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "d8bb53c1-147e-4342-af61-0d0a9cc56e59",
   "metadata": {},
   "outputs": [],
   "source": [
    "corr_chart = get_image(openbb.forecast.corr_chart, None, ticker_data)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "74b914a1-ed32-4a17-a943-7879bc8f00df",
   "metadata": {},
   "outputs": [],
   "source": [
    "season_chart = get_image(openbb.forecast.season_chart, \"Seasonality Data\", ticker_data)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "53568c9b-aa06-4ba0-ad86-ede6732e3187",
   "metadata": {},
   "outputs": [],
   "source": [
    "expo_chart = get_image(openbb.forecast.expo_chart, None, ticker_data)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "0a919f67-ac9f-4b75-a3b3-102e0fbe5862",
   "metadata": {},
   "outputs": [],
   "source": [
    "rnn_chart = get_image(openbb.forecast.rnn_chart, None, ticker_data)"
   ]
  },
  {
   "cell_type": "markdown",
   "id": "ac501a32-124d-4d21-aae1-a8d147bb1071",
   "metadata": {},
   "source": [
    "## Render the report template to a file"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "abfe37e4-ea38-42c3-8fb5-7cceb233fb12",
   "metadata": {},
   "outputs": [],
   "source": [
    "body = \"\"\n",
    "\n",
    "img = (\n",
    "    str(REPOSITORY_DIRECTORY)\n",
    "    + \"/openbb_terminal/reports/templates/OpenBB_reports_logo.png\"\n",
    ")\n",
    "floppy_disk_img = (\n",
    "    str(REPOSITORY_DIRECTORY) + \"/openbb_terminal/reports/templates/floppy-disc.png\"\n",
    ")\n",
    "body += widgets.header(\n",
    "    img,\n",
    "    floppy_disk_img,\n",
    "    author,\n",
    "    report_date,\n",
    "    report_time,\n",
    "    report_timezone,\n",
    "    f\"<b>FORECAST REPORT ON:</b> {ticker.upper()}\",\n",
    ")\n",
    "\n",
    "body += widgets.tablinks([\"SUMMARY\"])\n",
    "\n",
    "htmlcode = widgets.h(3, \"Summary\")\n",
    "htmlcode += widgets.row([widgets.h(3, \"Understand the data\")])\n",
    "htmlcode += widgets.row([ticker_data.head(10).to_html(), plot_chart])\n",
    "htmlcode += widgets.row([widgets.h(3, \"Analyzing the data\")])\n",
    "htmlcode += widgets.row([corr_chart, season_chart])\n",
    "htmlcode += widgets.row([widgets.h(3, \"Creating predictions\")])\n",
    "htmlcode += widgets.row([expo_chart, rnn_chart])\n",
    "\n",
    "body += widgets.add_tab(\"SUMMARY\", htmlcode)\n",
    "body += widgets.tab_clickable_and_save_evt()\n",
    "report = widgets.html_report(title=report_name, stylesheet=stylesheet, body=body)\n",
    "\n",
    "# to save the results\n",
    "with open(report_name + \".html\", \"w\", encoding=\"utf-8\") as fh:\n",
    "    fh.write(report)"
   ]
  }
 ],
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