* introduce openbb plugins
* also enforce user setting for on_command_output
* better handling from Views output to the charting extension
* pass a copy of kwargs to in CommandRunner and make sure not to overwrite **kwargs from non-provider endpoints
* fix for Depends type change in lastest FastAPI version
* lint
* fix differences in docstrings between methods
* use {'arbitrary_types_allowed': True} instead of dict
* fix missing new line before examples section in model endpoints
* Update image file in README.md
* Use new image
Updated README to include new logo and links.
* both images....
* Linting
---------
Co-authored-by: DidierRLopes <didierrlopes@gmail.com>
* configure the updater and some fix some macos tahoe css errors
* enclosure for title_bar_style on Window build
* those should have been added to the commit
* test update to 0.6.0
* allow unused mut
* update version in tauri.conf
* fix versioned release draft
* fix windows beforeBundle script
* force app restart on update
* fix release build
* fix latest tag files
* latest tag title
* try testing for windows ARM
* improve build workflow cleanup for cache
* actually use the windows-11-arm runner
* copy and bundle openssl items directly from runner
* we actually need those files as placeholders for linters and unit tests
* no need to rebuild assets when converting draft to published
* fix verbosity
* fix windows openssl dir
* converting draft release to published should not run the build workflows
* converting draft release to published should not run the build workflows
* separate release draft build from publish
* release dekstop dispatch
* release dekstop dispatch
* fix dylibs
* undo fix_dylib change and attempt to handle restart on update
* move restart exit code up
* bump version to test updater restarting
* windows updater signature
* positional argument..?
* arg is --password
* try this for mac updater
* add message to updater to inform users to start the app manually after update
* add toast message for first API run
* get windows to open the window after updating..?
* cargo clippy
* update package locks for vite
* fix css thing
* version bump for another test
* bump for v 1
---------
Co-authored-by: deeleeramone <>
* add desktop app code to repository
* fix headers
* bump version
* one more file to bump version in
* cargo fmt
* add permissions to release jobs
* codespell
* Need this folder to exist
* NSNumber apparently
* cargo fmt
* test expectation that didn't get updated
* intel mac runner is macos-15-intel
* empty line at bottom of file..
* apparently didn't save permissions step
* unused windows import
* cargo fmt again
* draft-release workflow
* fix windows test
* try as reusable workflow
* beforeBundleCommand
* relative path
* absolute path...
* the file definitely exists...
* seems that the file was not actually added....
* this file definitely exists
* undo temp edit of draft-release
* remove python 3.9 support and code
* black
* more cli lint
* more linting
* more lint
* fix for tests
* docstring grammar police
* add lock to to build function to avoid async import race conditions
* grammar police
* lots more linting
* relock
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply…
* Release/4.2.1 (#6456)
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydanti…
* [Docs] Guides for Metadata and AnnotatedResult (#6457)
* [Docs] Redirect contributing URL (#6460)
* redirect url
* order
* [Release] 4.2.2 (#6480)
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Remove eod from docstrings (#5751)
* Wrap up renaming global news to world news on a model level
* Remove "end of day" from historical price model docstrings
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Massive docstring cleanup (#5755)
* sec router remove command
* standard models cleanup
* fmp cleanup
* av cleanup
* benzinga cleanup
* biztoc cleanup
* cboe cleanup
* ecb cleanup
* finra cleanup
* fred cleanup
* us cleanup
* intrinio cleanup
* nasdaq cleanup
* oecd cleanup
* polygon cleanup
* sec cleanup
* seeking alpha cleanup
* stockgrid cleanup
* tiingo cleanup
* tradingeconomics cleanup
* ultima cleanup
* wsj cleanup
* yfinance cleanup
* sec router lint
* fix date query param description
* Updates system and api settings (#5753)
* remove uncessary import on rest api
* remove FrozenField and add api.version
* allow setup from json
* remove id tag
* computed field is better
* formatting
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Squeeze build time (#5756)
* squeeze build time
* bug fix
* fix test
* typo?
* rebuild
* keep tradingeconomics
* docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-develop in urls
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` an…
* [Docs] Fix Broken URLs (#6494)
* fix broken urls
* couple more
* remove poetry install openbb_platform from docs generation.
* Try it this way.
* [Docs] Excel docs update (#6504)
* update xl docs
* update xl files
* Release/4.2.3 (#6517)
* [Release] 4.1.5 to `develop` (#6192)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Remove eod from docstrings (#5751)
* Wrap up renaming global news to world news on a model level
* Remove "end of day" from historical price model docstrings
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Massive docstring cleanup (#5755)
* sec router remove command
* standard models cleanup
* fmp cleanup
* av cleanup
* benzinga cleanup
* biztoc cleanup
* cboe cleanup
* ecb cleanup
* finra cleanup
* fred cleanup
* us cleanup
* intrinio cleanup
* nasdaq cleanup
* oecd cleanup
* polygon cleanup
* sec cleanup
* seeking alpha cleanup
* stockgrid cleanup
* tiingo cleanup
* tradingeconomics cleanup
* ultima cleanup
* wsj cleanup
* yfinance cleanup
* sec router lint
* fix date query param description
* Updates system and api settings (#5753)
* remove uncessary import on rest api
* remove FrozenField and add api.version
* allow setup from json
* remove id tag
* computed field is better
* formatting
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Squeeze build time (#5756)
* squeeze build time
* bug fix
* fix test
* typo?
* rebuild
* keep tradingeconomics
* docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-develop in urls
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* …
* fix: openapi bug (#6525)
* Release/openbb charting 2.1.3 (#6529)
* Release bug fixes (#6187)
* release bug fixes
* rebuild
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Update `README` for Platform (#6189)
* update readme
* prevent oopsies
* beta versions
* print extensions name
* update toml with beta versions
* [BugFix] Raise Alpha Vantage API Error (#6188)
* raise API error
* handle more API error messages
* handle bad data
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update econ cal headers (#6191)
* [Release] 4.1.5 to `develop` (#6192)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Remove eod from docstrings (#5751)
* Wrap up renaming global news to world news on a model level
* Remove "end of day" from historical price model docstrings
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Massive docstring cleanup (#5755)
* sec router remove command
* standard models cleanup
* fmp cleanup
* av cleanup
* benzinga cleanup
* biztoc cleanup
* cboe cleanup
* ecb cleanup
* finra cleanup
* fred cleanup
* us cleanup
* intrinio cleanup
* nasdaq cleanup
* oecd cleanup
* polygon cleanup
* sec cleanup
* seeking alpha cleanup
* stockgrid cleanup
* tiingo cleanup
* tradingeconomics cleanup
* ultima cleanup
* wsj cleanup
* yfinance cleanup
* sec router lint
* fix date query param description
* Updates system and api settings (#5753)
* remove uncessary import on rest api
* remove FrozenField and add api.version
* allow setup from json
* remove id tag
* computed field is better
* formatting
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Squeeze build time (#5756)
* squeeze build time
* bug fix
* fix test
* typo?
* rebuild
* keep tradingeconomics
* docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-devel…
* fix: fix provider description (#6537)
* Move documentation to `openbb-docs` (#6539)
* Remove website/ directory
* Remove GitHub pages deployment workflow
* Update documentation related content
* Cannot do this now
* Update actions url
* fixing local variable 'export' referenced before assignment (#6546)
* fix logging service (#6549)
* [Hotfix] Bump versions (#6551)
* versions bump
* versions bump
* [Release] 4.3.0 (#6572)
* [Docs] Refactor Contributing Section Of Docs (#6173)
* development index
* refactor development section of documentation
* codespell
* add template zip file
* fixing
* update changed syntax
* dependency thing
* fix sentence
* review edits, add_toolkit_extension
* Add ZIp file
* headtitle
* couple more things
* codespell
* fix sentence
* url fix
* review updates
* forgot one file in the commit
* syntax updates
* json file
* more syntax things
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Docs] Add Streamlit News Dashboard To Examples (#6158)
* add streamlit news dashboard example
* black
* ruff
* now black again
* import block?
* ruff puts it back to exactly how it was before
* try running linters again
* noqa it is
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] Add Charts For FRED Series (#6234)
* add fred_series charts
* pylint
* [Feature] Add Intrinio to `obb.equity.market_snapshots()` (#6232)
* add intrinio to equity market snapshots
* field definitions
* map date
* static files
* black
* date check
* test cassette
* pylint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Merge Fix FMP Intraday (#6229) From Main (#6235)
* [Critical] Sync `main` with `develop` (#6202)
* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)
* intrinio equity search
* integration tests
* test
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)
* yfinance multi-ticker support
* multi-ticker support for market indices
* crypto multi-ticker support
* recapture tests
* yfinance cache and tests
* currency historical multi-ticker support
* style things
* black
* missed a values
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)
* add treasury prices endpoint to fixed income router
* adds tests
* black
* ruff
* import statements
* standard model imports
* black
* some cleanup
* black
* async router
* make async
* str outpuot
* bytes object not string
* docstring typo
* multi-line f-string
* encoding
* duplicated conditional
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)
* add ETF holdings from SEC provider
* black
* helper function params
* edge cases
* ruff
* add validator in company filings
* remove xml field
* update import
* cleanup parsing
* missing datetime import in company_filings
* black
* unused import
* add missing py.typed files
* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)
* add nasdaq to equity search
* black
* unused import
* make async
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Excel docs (#5870)
* first test
* remove old reference
* bring this file back
* generate sidebar and write empty mds
* generate index.mdx
* get description from cmd_lib
* fix reference card error
* rename file
* generate markdown
* regen
* add last+hist
* update pages with seo metadata
* format types
* small fix
* css sux
* add usage placeholder
* set hidden by default
* nah
* add cmds and menus to reference
* lint
* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py
* format mds
* remove space
* fix commands heading
* redo folder structure
* add back cmd description
* move card to var
* different main folder
* clean
* move vars
* refer to editor
* rename var
* done
* recreate folder structure
* add section: syntax + minor adjustments
* remove return type
* remove return type
* rename api to library
* minor fix
* remove api folder
* remove api folder
* formatting
* improve basics
* basics
* fetch functions.json from website
* complete basic
* change syntax to use semi-colon
* basics
* basics
* remove space in sig
* remove sections
* add metadata
* Update formula builder
* add tabs
* Update index.md
* complete basics and formula_builder
* Update index.md
* add windows screenshots
* restructure folders
* regenerate with latest add-in version
* move Excel sidebar
* rename function and add comment
* now it's working
* logic
* rename folder
* Update formula_builder.md
* fix
* hide excel for now
* some explicit typing
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)
* init
* Update helpers.py
* filter URL on raise
* polygon, fmp done, update cassettes
* updates
* cleanup
* revert tests for now
* Update discovery_filings.py
* Update helpers.py
* add `async` overload to `Fetcher.extract_data`
* update merged fred models
* tests, improve fred series
* Update insider_trading.py
* insider
* tests
* intrinio
* Update equity_historical.py
* implement abstract async extract on Fetcher, with simple switch
* cleanup
* Update helpers.py
* Update helpers.py
* fix fmp historical deprecated urls
* Revert "fix fmp historical deprecated urls"
This reverts commit 1a760a2473.
* fix fmp `index.market` 1day url missing query params
* Update test_fmp_market_indices_fetcher.yaml
* field fixes
* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`
* `async_requests` -> `amake_requests`
* Update company_news.py
* add sort to index `integration` params
* add `client.py` tests
* Update equity_search.py
* Add lost v in platform api version string
* Resolve linter errors here and there
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Allow this to be run in parallel (#5872)
* Limit mypy v3 linting to only the diff of the PR (#5878)
* Use custom parametrize from news menu tests (#5873)
* Use custom parametrize from news menu tests
* Update Ultima unit test cassettes
* Command Schema (#5874)
* POC
* Filter by provider
* pass base_app as parameter
* add typing + TODO
* fix some typing
* Fix unit tests
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)
* Parameterize obbject.to_df with index and sort_by
* unit tests for obbject
* keep using the date as default to use on basemode_to_df()
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)
* changes to the hqm output
* typo
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Refactor method in RegistryMap (#5879)
* refactor extract_info
* add comment
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove Literal from providers in OBBject (#5882)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix version (#5883)
* Fix version
* Fix linter on terminal
* Refactor package builder (#5880)
* breakdown builder + remove black
* rebuild
* rebuild
* rebuild
* rename method
* format built code without black
* we still lint if it's available
* fix existing tests
* add linter tests
* add black to dev deps
* auto_build as instance method
* reorder methods
* typing
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* small refactor for simplification (#5886)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix bug. Add router test. (#5888)
* Fix bug. Add router test.
* Simplify
* separate pylint between platform + terminal (#5892)
* separate pylint b/w platform + terminal
* Explicitly set pylint check scope to files in the diff
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* sync descriptions (#5893)
* Add REST API docs page with advanced settings configuration (#5890)
* Don't mention docker in a list of python envs
* Create a REST API page
* Update docs to get api keys from the hub
* Update installation instructions
* Mention requirement of poetry and toml in source installation section
* move rest page up to the top. and add url to google colab example notebook
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* fix a v3 syntax example (#5891)
* Adds federal reserve data points (#5885)
* Allow optional input for 2-month treasury rates and add FederalReserve rates model
The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.
* Add Money Measures models and commands
This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.
* Add Federal Reserve Money Measures test file
This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.
* Cleanup
* Sneaky unformatted integration tests
* its a dawg life for me ...... ruff
* add the fed funds rate
* didnt mean to commmit this
* black
* this is why we should pre commit kids
* change install name
* add providers to int tests
* review comments + commit static
* replace nan with None
* fix float on None
* get rid of nans for nulls for json handling
* change `_` to `-` in readme pip install.
* Update __init__.py docstring
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Check if outdated (#5898)
* Add econometrics API tests (#5899)
* Docs/excel update (#5889)
* update xl docs
* update syntax line
* update again
* Fix pylint scope (#5895)
* Allow optional input for 2-month treasury rates and add FederalReserve rates model
The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.
* Add Money Measures models and commands
This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.
* Add Federal Reserve Money Measures test file
This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.
* Cleanup
* Sneaky unformatted integration tests
* its a dawg life for me ...... ruff
* add the fed funds rate
* didnt mean to commmit this
* black
* this is why we should pre commit kids
* change install name
* add providers to int tests
* review comments + commit static
* replace nan with None
* fix float on None
* get rid of nans for nulls for json handling
* change `_` to `-` in readme pip install.
* Update __init__.py docstring
* Debug pylint
* Adjust the fetch depth
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* fix `from openbb import obb` asyncio lock in python REPL (#5896)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* feature/financials - PR for working on structure of financial statements. (#5794)
* balance sheet draft
* balance_sheet draft
* cash_flow draft
* income_statement draft
* intrinio financials
* description
* period field
* ruff
* income statement
* field
* label - gross profit ratio
* cash flow statement
* investing order
* add option for caching to cashflow
* add caching to balance and income
* typos and update order for financial institutions
* replace 0 values with None
* add financial ratios from intrinio
* black
* missing test params
* balance cassette
* query param description
* symbol list warning
* black
* handle BRK-A and symbols with a dash for Intrinio
* fix typo error
* add free cash flow to bottom of cash flow statement
* amortization_expense
* dev_install.py
* undo dev_install.. wrong branch
* cash flow order things
* standardized cash flow
* fields
* integration tests
* cash flow model validator
* more polygon cash
* black
* black
* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py
wrong file
* balance sheet
* some cleanup
* ruff
* income statement
* black
* test params
* financial ratios async update
* recapture fmp and polygon tests
* yFinance financials
* yfinance tests
* delete financial_statements standard model
* intrinio balance sheet order
* fiscal year standard param
* remove file accidentally committed
* add reported_financials end point
* fiscal_year param for reported_financials
* fix url
* fmp test cassette
* add safe-guard with warning for fiscal year before 2008
* periods can only be annual and quarter
* url in docstring correction
* add fiscal_year param to intrinio standardized financials and ratios
* fix fmp ratios
* black
* rename fields as per Minh
* rogue field
* black
* Fix typo in a docstring
* Resolve linting errors
* type ignore
* disable=unused-argument
* changing the arg name cc @minhhoang1023
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)
* add warning at top of page - instructions are for installing the Terminal app
* pip install openbb-nightly
* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)
* update income statement fields
* another polygon field
* ratio -> margin
* black
* explicit fmp fields
* add reported_currency for standardized intrinio
* # pylint: disable=unused-argument
* another unused-argument
* black..
* patch tests
* polygon income: eps -> basic earnings per share
* re-capture terminal portfolio menu test
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix test (#5916)
* Fix test
* Skip ultima integration tests
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)
* replace zeros with none and normalize percents
* pylint unused argument
* Update index.md (#5906)
* Release/4.1.0 (#5901)
* Hotfix/terminal tests (#5919)
* skip supressed arguments
* silent way of customly load on quote
* specify source for call_load
* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)
* platform vs sdk faq page
* add data and data providers faq section and some style cards
* typo
* makes changes as per reviews
* openbb-nightly as a way to install everything
* jupyter-lab instead of jupyter
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* hotfix/backend - Initialize OpenBBFigure (#5912)
* create backend
* openbb_figure
* black
* pylint
* pylint again
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)
* multi-ticker support for yfinance futures historical
* raise-missing-from
* integration test params
* equity_historical adjusted kwargs
* pylint unused argument
* Docs/excel examples (#5920)
* regen excel md
* add syntax + basic example
* fix example
* create json with docs map
* update docs to latest functions.json + remove tiingo
* remove space from examples
* minor fix
* remove spaces
* remove spaces
* bug fix: remove folder before generating
* fix typo
* add link to appsource
* fix
* Update templates.md
* regenerate content
* change docs colors
* fix light mode
* add back tiingo
* update functions.json
* templates go later
* remove Library from reference
* Make the excel markdown being generated at runtime
* fix reference cards having commands under menu
* remove excel/reference folder since this is built at runtime by gh-pages action
* black formatting
* improve title
* add excel to the main page
* add excel image bg
* make excel sidebar show up next to pro
* improve main page
* small fix for platform page title
* update basics page
* add tip to autocomplete
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Re-record tests and fix symbol bug (#5924)
* Re-record tests and fix symbol bug
* nordvpn us ftw
* @IgorWounds says "SPY >> IOO"
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Docs/bug fix (#5926)
* fix pro link
* fix wrong example
* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)
* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint
* add default args to test
* Add json_schema_extra to openapi.json (#5930)
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)
* standardize EquityQuote
* intrinio reference
* rogue comma
* pylint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)
* add fiscal_period to revenue by geography and business line
* data description and unused imports
* update test cassette
* Allow multiple symbols `equity.profile` (#5929)
* allow multiple symbols
* pylint
* pylint ignore position
* change callback to helper func
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add filtering to AV historical price (#5928)
* add filtering to av historical price
* lints
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Fix vwap FMP error (#5936)
* Fix vwap FMP error
* Linting
* Painlint
* Add date filter + symbols to comp (#5931)
* add date filter + symbols to comp
* make sure year is in d
* tests fix
* Improving Platform's import time (#5894)
* missing decorator
* missing optional statements
* us-gov to optional and right position
* removing redundant call
* lazy load mappings
* docstrings
* introducing the extension loader class
* misleading docstring
* using the extension loader on the router
* using the extension loader on the credentials
* docstrings
* lazy load of entry points
* checkout dev_install
* using the extension loader to get the entry points instead of recalling the function
* improved auth service and charting service
* using the extension loader on the registry
* typos
* adding properties to extension loader for easy access
* using the extension loader on the package builder
* avoiding circular imports by using forward references
* fix charting service tests
* test for the extension loader
* Update openbb_platform/core/openbb_core/app/model/credentials.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Update openbb_platform/core/openbb_core/app/router.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Update openbb_platform/core/openbb_core/provider/registry.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* adjustments
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Disable auto_build on test run (#5937)
* Disable auto_build on test run
* Move to conftest
* Update excel docs (#5940)
* update basics
* update reference generator
* Categorize release notes based on labels for OpenBB Platform (#5943)
* Categorize release notes based on labels for OpenBB Platform
* Add environment variable for GitHub token in labels-PR.yml
* Update labeler.yml to use "enhancement" label for feature branches
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Custom deprecation message in API endpoints and Python commands (#5942)
* add custom deprecation message feature in routers
* add custom deprecation message feature in package builder
* using an actual DeprecationWarning instead
* fix tests
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Hotfix/remove unused workflow (#5945)
* Disable auto_build on test run
* Remove unused workflow
* Revert
* Hotfix/fix typo (#5948)
* Disable auto_build on test run
* Fix typo
* Revert
* docs/data-models-url: Fix URLs on Development Page (#5944)
* fix url to the standard models
* github links
* `equity.fundamental.dividends`: allow filter by date (#5932)
* allow filter by date
* ruff
* pylint
* fix tests
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Create Excel templates page (#5947)
* create templates page
* Update index.mdx
* fix description
* update card
* remove clsx
* Update index.mdx
* Update index.mdx
* Update index.mdx
* Update index.mdx
* min height
* min height
* improve excel docs and point towards hub
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)
* fix limit param
* pylint unused argument, recapture test cassette
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Docs/remove core refs (#5957)
* remove references to core: PathHandler + ProviderInterface
* remove unused function
* add comment
* regenerate
* fix a few examples
* add comment
* rename file
* Excel tutorials on the docs (#5956)
* update workflows name to tutorial
* update title
* get barebones to bring in Excel videos
* tutorial excel videos in
* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)
* convert intrinio balance sheet values to float type
* unused import
* typo in alias dict
* Update to OpenBB Add-in for Excel (#5965)
* Log custom headers (#5966)
* add custom headers
* fix: send on startup and defaults
* pylint
* unittests
* move government-us to community in dev_install (#5963)
* fix: adds logic to check whther user is logged in on hub (#5941)
Co-authored-by: Luqman <luqazino@gmail.com>
* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)
* Fixes too many mandatory fields.
* black
* black again
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* `equity.estimates.price_target` - Integrate with Benzinga (#5946)
* deprecation message
* fix lints
* adding equity.estimates.ratings and fmp as its provider
* unit tests for fmp
* removing unused file
* typos
* add benzinga to AnalystRatings
* revert changes to estimates router
* moving it to price target instead
* reverting changes
* fmp support for multiple ticker
* benzinga price target
* ruffy
* unused argument
* fix type hints
* tests for the new fetcher
* new integration tests
* fixing tests
* missing std arg
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)
* deprecate index.market and add index.price.historical
* add index.historical standard model
* add index.historical provider models
* index extension tests
* provider tests
* linting
* bug fix (#5969)
* Uppercase excel reference (#5958)
* uppercase reference
* fix name header
* add tab title
* remove reference excel folder
* add to gitignore excel reference files
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* move templates (#5970)
* Release 4.1.1. (#5964)
* update dev_install
* fix effr test
* Update dev_install.py
* fix fundamental balance test
* fix equity price historical test
* fix price target model
* black
* rebuild static files
* update publish.md
* fixed dev_install
* update publishing doc
* updated `openbb-core` to 1.1.1
* updated extensions
* updated providers
* updated `openbb` package
* updated static extension map
* updated publishing doc
* fixed toml for `openbb-finra`
* @jmaslek yfinance IS DEFAULT
* updated static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix link to discord channel (#5910)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fixing Posthog handler for thread safety (#5968)
* fixing posthog handler for thread safety
* removing loggging init from the global scope - per sensei juan
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update labeler.yml and labels-PR.yml (#5974)
* hotfix/ allow multiple `identify` calls (#5976)
* allow multiple `identify` calls
* Update posthog_handler.py
* regex out any invisible control character from sales_conditions field (#5977)
* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)
* contributor guide for http requests
* add a docstring
* add section on get_querystring
* extra space
* add note for people installing PyPI in a zsh terminal shell
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)
* equity profile for yFinance
* pylint
* equity quote
* unused imports
* remove yfinance from extras in toml (#5982)
* Release OpenBB Platform v`4.1.3` (#5983)
* fixing pyproject.toml
* adding pandas-ta to technical package for publishing
* bumping technical
* test for pyproject toml
* feature/cboe-async: Refactor Cboe for Async (#5900)
* refactor cboe for async
* codespell
* unused imports
* pylint
* more pylint
* platform metadata
* classmethod decorator
* test params
* intrinio quote
* test param names
* date in test needs to be a datetime.date not string
* make fmp unix timestamp tz-aware and normalize percent change
* different way of parsing datetime string
* recapture cboe equity historical test
* unused import
* index snapshot update
* black
* extension map
* pylint
* cboe pyproject.toml
* proposal to standardize equity_quote
* one more file
* removing changes on static assets
* index_historical
* index_historical again
* last_time -> last_timestamp
* obsolete router path
* fix tests
* test param
* restore market index deprecation that I forgot about
* fixing tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix typo in website/README.md (#5980)
* Fix typo in website/README.md
* Update linting.yml
* Update linting.yml
* Update linting.yml
* Change ref conditions
* Update linting.yml
---------
Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>
* Hotfix/th etfs (#5959)
* added etf trading hours
* black formatter
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>
* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)
* add finviz provider
* recapture tests
* recapture tests again?
* invalid test param
* static packages
* units_measurement -> unit_measurement
* static packages as core only
* openbb_core version bump in pyproject.toml
* try adding user-agent to test response
* fix tests
* linting
* provider model cosmetic changes
* fix install script and typo in openbb toml
* static
* fix: re-record unittests
* empty data error
* definitions as a file
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Add support for multiple symbols on `obb.equity.price.historical` (#5984)
* av - support for multiple symbols
* tiingo - support for multiple symbols
* include symbol only if necessary
* update extension descriptions page (#5985)
* remove useless file (#5991)
* added symbol to headers (#5981)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Fixing Docs Typos (#5955)
* fixed typo
* fixed stocka typo
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* fix nasdaq test cassettes (#5989)
* don't include `custom_headers` in openapi schema (#5994)
* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)
* drop None rows from intrinio historical indexes
* add empty data error
* static assets
* hotfix/insider-trading: Fix#5988 (#5990)
* fix validation errors
* empty strings
* validator
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* CI listing quick fix (#6002)
* BIGGGG LINTING
* fixing lints
* fixing lints
* black
* very ruff
* no export
* fix hedge_view again
* lints
* platform lints
* lints
* black
* black it @hjoaquim
* fix some more linting
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Release `openbb-finviz` `1.0.0` to the public (#6000)
* set version to `1.0.0`
* Set correct dep version in main package
* Add `finviz` to table
* Auto Labelling for OpenBB Excel Docs Changes (#5998)
* Update pull request labels
* Update labeler.yml with new label for Excel files
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Support for custom examples in router commands (#5993)
* Disable auto_build on test run
* Add support for custom router examples
* Revert odd file change
* Fix API pollution
* Refactor examples with @montezdesousa
* Check if model is inside the PI
* Fix
* feat: add & fix examples (#6001)
* feat: add & fix examples
* fix: ruff + comment
* feat: read parameter pool from file
* feat: typing + unit test
* Disable auto_build on test run
* Add field order to OBBject
* Revert
* lint and revert
* fix test
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)
* fix compare between str and datetime
* unused argument
* get_weekday
* lint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Field order added to the OBBject extra as preference (#5999)
* Disable auto_build on test run
* Add field order to OBBject
* Improvements
* Remove noxfile
* Disable auto_build on test run
* Add field order to OBBject
* Revert
* lint
* Add docs
* Not sure how this happened
* lint
* Update `openbb-devtools` (#6008)
* update deps
* unpinned package versions from gh linting action
* codespell
* updated black dependency
* linting
* linting
* linting
* pin codespell version
* black
* black again
* install devtools in linting action
* format w new black (#6009)
* format w new black
* format w new black
* black again
* black the terminal
* ignoring unused arguments
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* remove reviewpad (#6010)
* Remove Ultima provider (#6012)
* Add OECD unemployment (+more) + data cache idea (#5917)
* Add OECD unemployment + data cache idea
* Docstring edits
* Tests
* Add composite leading indicator
* i truested ruff --fix too much
* Add short + long term interest rates
* pylint
* pylint2
* was not committing. my b
* add csv cache + make it default. remove pyarrow from poetry
* Clean up
* Didnt run on this file. My bad
* Why was this ignored /shrug
* pylint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Feature/improved pr template (#6018)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* better pr templates
* developer template
* [Feature] - Custom deprecation (#6005)
* custom deprecation
* custom deprecation
* using the new deprecation
* custom deprecation on the package builder
* remove comment
* ruff
* black
* static assets
* tests
* using parametrization instead
* test for deprecated endpoints (#6014)
* Deprecation warning on the reference docs (#6015)
* typo/fix
* bring back methods needed for markdown generation
* add deprecation warning to docs
* contributor docs for deprecating endpoints - tks @deeleeramone
* small changes on publishing procedure per @the-praxs
* moving the deprecation summary class to deprecation file instead
* explanation on class variables
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update openbb_platform/openbb/package/index.py
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* deprecating on 4.3 instead @the-praxs
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Fix package builder (#6022)
* fix: remove specific imports
* adjustments for correct deprecation
* static assets
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)
* historical attributes standard model -
* add support multiple tags
* add `tag` field in data
* add support for multiple tags in historical attributes
* set correct return type in `callback` function
* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data
* add support for multiple tags in latest attributes
* add test params for the attributes endpoints
* add support for multiple `symbol` and add `symbol` field in the data
* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone
* add params for testing multiple symbols
* linting
* fix test params
* fixed condition to check if its a `Dict` type
* updated intrinio fetcher tests for the statements
* updated static
* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)
* fmp overview to equity profile
* deprecation warning
* urls
* wrangle fields
* black
* pylint unused argument
* insert additional securityID fields to standard model
* custom deprecation using OpenBBDeprecationWarning
* typo - need to have the deprecated=True flag
* static assets
* fix non related test
* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] - Remove duplicate code (#6025)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* remove `SectorNews` from router and standard models (#6026)
* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)
* equity profile for yFinance
* pylint
* equity quote
* unused imports
* price target consensus
* add currency field
* add share_statistics
* don't append empty result to results
* key executives
* missing definition in key_executives
* pylint
* key metrics
* add currency to key metrics
* add etf_info
* rename trailing_annual_dividend -> dividend_rate_ttm
* add institutions count to share_statistics
* add historical dividends
* add logic for start-end dates to historical_dividends
* recapture the test..?
* funny test
* filter on tests?
* record test with clean cache..?
* year_price_change -> price_return_1y in key_metrics
* black
* make descriptions clear for beta and dividend_yield fields
* add description field to standard model
* updated static
* clear description of shares_implied_outstanding field
* updated static for equity
* clean descriptions
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)
* add commodity extension and add lbma fixing endpoint
* dev_install.py
* readme url
* renovate the standard model
* makes a query_params model for nasdaq data link
* literal not optional
* unused imports
* missing test params
* test cassette
* DataLink query param description
* test file import
* actually fix import
* from openbb_core.provider.....
* ruff
* another import statement
* black
* async router
* move query_params
* update version
* version numbers
* extension_map
* satisfy pylint?
* pylint
* Update pyproject.toml
* black
* poetry lock
* Update extension_map.json
* Update __extensions__.py
* Update module_map.json
* clean descriptions
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Improve UX for `obb.news` (#5986)
* adding date,start_date and end_date to std params
* add date to special params which should've another type
* change types to dateType
* change helper to accomadate changes in types
* date filtering
* using the date filtering for all providers
* date params on the std model instead
* adding the right type
* filtering dates on world news
* integration tests
* fix descriptions
* static assets
* black
* Revert "black"
This reverts commit 7288b59f87.
* lint
* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing
* tests accordingly
* static assets
* black
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* small adjustment on the test
* index historical
* adjust tests accordingly
* keep the test skipped
* match tests w python
* fix tests
* keep the skip
* fix test
* [Feature] - Refactor Response Model (#6024)
* Start refactor with @montezdesousa
* feat: add response model inside openapi_extra
* feat: find+replace return types
* fix: ruff
* Feature/api response by provider (#6029)
* init
* Update router.py
* Update registry_map.py
* check dicts
* lint
* exclude provider on data model for package build
* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* [BugFix] - Improve Standardization - `CotSearch` (#6031)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* small adjustment on the test
* index historical
* adjust tests accordingly
* keep the test skipped
* match tests w python
* use cache as std field
* fix tests
* fix tests
* keep the skip
* fix test
* adding missing param
* fix tests accordingly
* Docs/byod (#5996)
* add byod to reference
* fix: rename add-in name
* feat: add data conectors page
* fix: additional notes
* tiny tweaks
* update functions.json and openapi.json
* fix: fix bug in hedge controller
* fix: another bug hedgecontroller
* black
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)
* date -> ex_dividend_date
* nasdaq historical dividends
* black
* pylint
* intrinio alias_dict
* dividend_currency -> currency
* yfinance field name
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)
* fix: remove specific imports
* make polygon historical tz-aware
* undo including that commit
* that PR wasn't supposed to be there.
* pylint unused argument
* fix polygon crypto historical intervals
* pylint
* new cassette
* fix the rest of the polygon historical price query params
* black
* pylint..
* integration test param
* appease daylight savings handling
* paginate for crypto currency and index
* black
* raise EmptyDataError when no results instead of returning an empty list
* ruff
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Hotfix/wrong pydantic validator (#6037)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* Use field_validator instead
* fix openapi schema fields `to_snake` (#6036)
* Fix data connectors link typo (#6038)
* [BugFix] - Improve Standardization - `EquitySearch` (#6033)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* small adjustment on the test
* index historical
* adjust tests accordingly
* keep the test skipped
* match tests w python
* use cache as std field
* fix tests
* fix tests
* use_cache as std
* adjust tests
* keep the skip
* re-record test
* black
* Docs / only display results for current platform (#6017)
* Update index.js
* Update index.js
* yfinance
* tzcache no longer exists
* fixxy
* ruff
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
* Improve the docstrings (#6040)
* Improve the docstrings (#6041)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* dont run base tests with v4 label (#6046)
* Sync excel reference (#6039)
* sync excel reference
* fix: change delimiter to comma
* feat: update data connectors
* test skipping wf
* Update unit-test.yml
* Update unit-test.yml
* test skipping wf
* watch label changes
* Update unit-test.yml
* [Enhancement] - Improve `news` router docs and examples (#6047)
* better docs
* static assets
* Feature/platform standardization notebook (#6049)
* Add platform standardization overview notebook to examples
* Add py.typed marker to openbb-fred
* [Enhancement] - Improve `currency` router docs and examples (#6045)
* currency search
* reference rates
* historical price
* static assets
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* display warnings based on preference (#6051)
* [Enhancement] - Improve `crypto` router docs and examples (#6048)
* crypto search add validation for '-'-separated pairs
* set default query value to None
* improve /crypto description with custom examples
* improve /crypto/price/historical description with custom examples
* updated static for crypto menu
* ignore line too long
* linting
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Final Implementation of Changelog V2 (#6050)
* Updated the release drafter to process the released changelog for OpenBB Platform
* Update release drafter configuration
* Add OpenBB Documentation Changes and Create Release
* Update process_changelog.py path in draft-release.yml
* Update release-drafter version and save changelog
* Copy changelog with python
* Update draft-release.yml to save Changelog
* Update draft-release.yml
* Encode and save Changelog to Base64
* Update Changelog saving method
* Update Changelog format
* Update CHANGELOG.md with release notes
* Fix draft release workflow
* Add cat command to print CHANGELOG.md
* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml
* Commented out config-name in release-drafter step
* Update branch name validation and process_changelog.py
* Refactor process_changelog.py to improve readability and maintainability
* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* improve discriminator logic, fix package return type docs (#6052)
* improve discriminator logic, fix package return type docs
* Update registry_map.py
* build package
* Update registry_map.py
* defaults
* Update registry_map.py
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Add LLM tools example notebook (#6053)
* Add LLM tools example notebook
* Update README, rename example notebook
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Remove the preference (#6055)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Standardise multiple symbols input (#6056)
* feat: remove list of str
* fix: update cpi
* package builder + cpi
* build
* fix: update unittests
* fix: check_item
* fix: unittests
* Improve the docstrings (#6057)
* update economy router docstrings (#6058)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fix OECD Long Term Interest Rate (#6060)
* fix long term interest rate
* pylint unused argument
* [Bugfix] - Fix economic calendar country (#6059)
* fix economic calendar country
* lint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)
* sp500 multiples cleanup
* remove dict from standard model
* static pacakge
* pylint
* [Feature] FMP Current Holdings (#6043)
* add fmp current holdings to etf holdings
* pylint unused argument
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Replace symbols in company/news (#6061)
* feat: replace symbols in /news
* fix: integration tests
* fix: integration tests api
* fix: typo
* Update test_intrinio_fetchers.py
* [Enhancement] Add function examples to router. (#6042)
* options router
* fixedincome router
* futures router
* missing comma
* static assets
* futures router
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Enhancement] Add function examples to Regulators Router (#6054)
* options router
* fixedincome router
* futures router
* missing comma
* static assets
* futures router
* sec router
* cftc router
* black
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fix World News (#6064)
* fix fmp
* fix intrinio
* fix biztoc
* actually commit intrinio fix
* fix tiingo
* unused import
* fix tests
* black
* ruff
* benzinga empty strings
* codespell
* fix test?
* more empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - remove unused validators from standard models (#6067)
* update standard models
* lint
* Update USD Liquidity Example Notebook for V4 (#5902)
* Update USD Liquidity Example Notebook for V4
* delete some v3 text in the copperToGold
* Update README.md
* findSymbols preview image
* Google Colab preview image
* financialStatements preview
* content tsx file
* ### title
* convert tsx to json
* indent size
* double quote keys.json
* trailing commas
* Update content.json
* patch
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix QA Examples (#6072)
* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)
* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs
* Update branch naming guidelines link
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Feature/charting obbject (#5938)
* fix circular import issues on the obbject extension framework
* settings available on the obbject
* extension init
* charting assets and code
* introduce to_chart functionality
* removes the to_chart method from obbject in detriment of the one from the obbject extension
* Update openbb_platform/obbject_extensions/charting/charting/__init__.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* fix on the show method
* adding the example to the to_chart docstring
* copying the exsting README from charting extension - needs to be revamped
* moving to openbb_charting instead
* update the pyproject.toml file
* pydocstyle
* versions
* better docstrings
* making accessors public
* removing unnecessary credentials variable cc @montezdesousa
* removing access to extra/metadata and use designated private attrs instead
* Fixes linting for the logging service (#5992)
* lints
* typing.Type instead
* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it
* tests for the obbject charting extension
* removing charting service from command runner
* filter functions not implemented in the module
* remove charting service tests
* removing charting service on the tests for int tests
* charting integration tests
* removing charting service file
* removing old charting extension code
* revamp builder
* fix obbject tests
* fix command_runner tests
* removing openbb_figure_table
* better website docs
* reviewed readme
* unsetting api key for posthog (pywry) windows
* added debug_mode to the system settings
* removing api key
* update nightly script
* fix tests
* black
* black
* Revert "black"
This reverts commit 21d76ad689.
* Revert "black"
This reverts commit 0904653fd7.
* black for henrique
* returning a list instead
* better docstrings
* removing unnecessary indicators docstring
* typo
* black
* intentional access to protected member
* changes to publish script
* filtering deleted files
* black
* adding render argument
* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named
* adding the hability to add you own data to to_chart method
* tests
* black
* disable protected access
* accept kwargs to eg. save image
* adjustment cc Igor
* add if statement for protection
* remove unused return typing
* fix technical charting views
* better error message cc @IgorWounds
* better structure and fix test
* Revert "better structure and fix test"
This reverts commit 612ea6117c.
* Revert "better error message cc @IgorWounds"
This reverts commit 3d7ee53878.
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix CAPM example (#6075)
* Start removing dead v3 commands for deprecation (#6070)
* Yeet tokenterminal
* Yeet crypto/onchain/hr and gwei
* yeet luna
* yeet coinglass
* yeet dps/ctb
* yeet reddit
* yeet covid
* actually not yeeting
hide yfinance future warning
* yeet options/hedge
* not yeeting. i18n words
* something happened on accident
* still fixing
* git reset/git checkout -f 2516cfbc72 website/content
* still not sure whats going on
* Edit workflow to not look at deleted files + change bootup message
* Dont pin the workflow to my branch always lol
* Remove askobb
* [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet
* feat: income statement
* fix: cash flow statement
* feat: financial ratios
* feat: reported financials
* feat: revenue business line
* feat: revenue per geography
* fix: warnings
* Update balance_sheet.py
* fix: remove warning imports
* feat: balance sheet growth
* feat: calendar ipo
* feat: cashflow growth
* feat: __validators__
* fix: typing
* fix: validator msg
* feat: trailing dividend_yield
* feat: short volume
* feat: share statistics
* feat: price target + consensus
* fix: update validator
* feat: historical dividends
* feat: key executives
* fix: getattr directly
* fix: type hint validator
* fix: add default to getattr
* typo
* feat: otc
* feat: options chains
* fix: remove list validators
* feat: add validator dict to fetchers
* lint
* update standard models
* lint
* feat: rename validator
* fix: ownership
* feat: query params description
* fix: balance yfinance
* key execs, income statement
* remove change
* fix: revenue geographic
* fix: disable pylint
* fix: unusual + balance
* unit test validator
* minor fix
* explicit validators
* update test
* feat: multiple items allowed
* rebuild
* move check_single_value
* crypto historical
* order providers
* fix typing
* rename extra dict
* marking multiple items allowed
* Revert "marking multiple items allowed"
This reverts commit 7da04817e1.
* error msg
* fix: default provider runtime vs configuration
* minor fix
* docstring
* revert default changes
* get provider before executing cmd
* fix container bug
* clean filter
* add comment
* prevent bad defaults
* update docstring
* typing
* fix
* black
* fix docstring generation
* [Feature] - Mark multiple item fetchers (#6074)
* feat: price target
* bezinga company news
* equity quote
* marking multiple items allowed
* more multiple items
* black
* rebuild
* another batch
* rebuild
* another
* cpi
* move prop
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* rename var
* update msg
* rename func
* fix test
* mypy
* ruff
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED
* codespell
* ruff
* sort imports
* add provder='fred' to integration test
* thought I already sorted those imports..
* pylint..
* more test params....
* even more test params...
* even more test params....
* static assets
* reconfigure params
* ruff
* alias dict
* recapture cassette
* router doctstring
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests
* Lint
* Fix price_target column for Benzinga (#6083)
* Release/4.1.4 (#6081)
* static assets
* patch version increase
* core update
* bumping versions
* bump finviz version
* bump versions
* bump versions on package.extension
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add dates to /quantitative as needed. (#6078)
* Add dates to /quantitative as needed.
Run new black
* Fix tests
* Pycharm is weird sometimes
* uncommit
* Add default window + error handling + mistake
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)
* add etf.equity_exposure from FMP
* empty data error
* recapture cassette
* pylint unused argument
* Fix router example typo
* fix test...?
* static file to fix test?
* fix test..?
* __json_schema_extra__
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests
* black
* pylint
* black
* black
* move df_apply to helpers
* unused import
* remove file that shouldn't have been added
* oops. didn't remove a couple lines
* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)
* standardize price_target
* add analyst search
* black
* more black
* ruff
* linter, test parmas
* last missing param
* get rid of convert to upper
* ruff
* pylint
* [BugFix] - Fix POST docstring examples (#6095)
* Fix POST docstring examples.
* Move router examples to command decorator
* [BugFix] Fix `treasury_rates()` (#6092)
* fix treasury_rates
* drop rows with no data
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* clean up the remains from my yeeting (#6089)
* clean up the remains from my yeeting
* was not careful
* Add ETF examples (#6102)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Fix integration tests (#6100)
* fix int tests
* fix obbject int tests
* fix quant tests
* fix index tests
* use python 3.10 instead
* remove cache
* end_date < start_date
* [Enhancement]: Add TMX data provider extension. (#5913)
* dev install
* add TMX provider extension
* normalize ytm and coupopn_rate values
* black
* codespell
* ruff
* black again
* pylint
* ftw
* undo what Pylint thinks is best
* more black
* renovate insider_trading standard model
* fix tests
* typo
* tests
* empty string
* pylint unused argument
* nans for some reason
* black
* static files
* static files with openbb-tmx installed this time
* yfinance TypeError..?
* NA -> N/A
* update for version bump
* list exchange-calendars as tmx dependency
* eod chains date -> eod_date
* new line
* not that file
* more black
* one more black
* fix weird merge thing
* ruff
* index constituents params
* insider trading
* fixing things
* black
* black AGAIN
* news integration params
* the other missing param
* ruff
* historical dividends field update
* add json_schema_extra
* gainers
* symbols -> symbol
* company news symbol
* unit test param
* review items
* wrangle a rogue field
* index router example
* company news thing - symbols -> symbol
* field name map
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - OBB.GET (#6097)
* create OBB.GET and data slicer page
* remove quotes
* format description
* wording
* functions.json
* sidebar position
* remove if stamente
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanov…
* bump version (#6576)
* Release openbb-econometrics 1.4.0 (#6605)
Update econometrics package dependencies based on develop branch
* rebuild static
* merge artifact
* [Release] Release 4.3.2 (#6658)
* fix reset_index erasing the name of the column (#6619)
* update aiohttp for dependabot (#6621)
* [BugFix] Fix Pandas FutureWarning In `derivatives.futures.curve` Chart (#6626)
* fix Pandas FutureWarning in derivatives.futures.curve
* black
* [BugFix] `obb.news.world` Add Validators To Providers Where Symbol Is Mandatory (#6625)
* add validators to enforce mandatory symbols in providers where required
* linter
* fmp 3.9 test cassette
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* data.__fields__ is deprecated - use data.model_fields instead (#6629)
* Docs fix spelling issues (#6634)
* fix README.md
* fix README.md
* fix examples.md
* fix CONTRIBUTING.md
* Update README.md
* [BugFix] Replace `Optional[bool]` with `bool` as type in Equity Search (#6633)
* replace optiona[bool] with bool as type
* one more
* test cassettes
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] Add BLS Provider Extension With Endpoints For Search and Time Series (#6630)
* add bls provider extension
* null is returned as '-'
* codespell
* mypy
* missed colon
* more linting
* more lint
* missing charting api test
* handle months starting with Q
* too many branches
* make annual_average False by default
* review items
* example notebook updates (#6639)
* fix output of yfinance.download Date for Colab (#6645)
* capitalize economic indicator symbols before pairing with country (#6642)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] Add CFTC Provider and Replace Nasdaq Datalink For COT Reports (#6643)
* add cftc provider and replace nasdaq for COT Reports
* linters
* more linting
* grammar police
* mock all url params in test cassette
* record test cassettes with no 6901app_token
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* add trust_env to ClientSession initialization to mimic proxy behaviour of requests library (#6640)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* adding extra presets (#6623)
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Release] Patch: `openbb-yfinance-1.3.2` (#6647)
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantita…
* start version bumps and open draft PR
* merge artifacts
* version bumps
* too-many-positional-arguments
* core 1.3.4
* start release pr
* rest of the changes
* ruff
* openbb release v4.3.5
* exclude text file that shouldn't have been added to commit
* update openbb-core definition in the installer bundle files
* Update dev_install.py
Remove --no-update from dev_install.py for Poetry V2
* start release and open draft PR
* extensions and providers
* update frontend-components lock
* rest of the release files
* deprecate functions
* unreachable code
* [Release] OpenBB V4.4.1 (#7052)
* [Release] Merge 4.4.0 Release From Main Into Develop (#7027)
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <m…
* open release PR
* other packages
* fix yfinance test
* recapture all the yfinance tests
* static assets
* update all min python 3.9 versions
* bracket all the extensions
* not those files
* dev_install
* fix yfinance tests
* black
* sec lock file
* fred bug
* Fix linter error
* Add missing types to pre-commit config
* Update "terminal" -> "workspace" and documentation urls
* fix missing docstring examples
* don't need that comment
* command line build
* bump
* unused import
* update core
* update core
* update extensions
* static assets
* cli
* platform_api readme
* installer example extensions defs
* bump yfinance
* installer toml
* start the pr
* update frontend-components
* extension toml and locks
* openbb package
* static assets
* cli
* update assets/extensions/provider.json
* bump sec
* static
* readme link
* start the release pr
* nasdaq lock
* rest of the extensions
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Michael Struwig <mnicstruwig@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: capital0 <72140796+capital0@users.noreply.github.com>
Co-authored-by: Ben Van Doren <benvandoren@users.noreply.github.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: omahs <73983677+omahs@users.noreply.github.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Ayrton Parkinson <ayrton.parkinson1@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Eric Li <38477812+EricLi-Dev@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Disorder AA <disorrder@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Jingyi Z <zhao.elton@gmail.com>
Co-authored-by: Elias Rad <146735585+nnsW3@users.noreply.github.com>
Co-authored-by: mmistroni <mmistroni@gmail.com>
Co-authored-by: JC (Jonathan Chen) <jc@dijonkitchen.org>
* stash the work here
* finish the job
* also add most active
* fix tmx etf countries
* codespell
* fix reference path in codespell
* still didn't get the path right
* linter
* linter
* unused-argument
* fix polygon
* fix tiingo
* remove debug print
* fix nasdaq
* more lint
* didn't save that file
* fix bad url in error message
* some review items
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* fix: remove incorrect parameter from log method documentation
* docs: update log method signature to include exec_info and custom_headers
* docs: update method signatures in LoggingService class
* docs: enhance docstring for _log_startup method with parameter details
* docs: update logging_settings setter and log method signatures to include return type annotations
* docs: update log and _log_startup method signatures to include default values for exec_info and custom_headers
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* better post params discovery
* missing sentence in readme
* nasdaq expected widgets
* codespell
* openapi_extra is expected to be not None by packagebuilder
* lint
* lint
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply…
* Release/4.2.1 (#6456)
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydanti…
* [Docs] Guides for Metadata and AnnotatedResult (#6457)
* [Docs] Redirect contributing URL (#6460)
* redirect url
* order
* [Release] 4.2.2 (#6480)
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Remove eod from docstrings (#5751)
* Wrap up renaming global news to world news on a model level
* Remove "end of day" from historical price model docstrings
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Massive docstring cleanup (#5755)
* sec router remove command
* standard models cleanup
* fmp cleanup
* av cleanup
* benzinga cleanup
* biztoc cleanup
* cboe cleanup
* ecb cleanup
* finra cleanup
* fred cleanup
* us cleanup
* intrinio cleanup
* nasdaq cleanup
* oecd cleanup
* polygon cleanup
* sec cleanup
* seeking alpha cleanup
* stockgrid cleanup
* tiingo cleanup
* tradingeconomics cleanup
* ultima cleanup
* wsj cleanup
* yfinance cleanup
* sec router lint
* fix date query param description
* Updates system and api settings (#5753)
* remove uncessary import on rest api
* remove FrozenField and add api.version
* allow setup from json
* remove id tag
* computed field is better
* formatting
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Squeeze build time (#5756)
* squeeze build time
* bug fix
* fix test
* typo?
* rebuild
* keep tradingeconomics
* docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-develop in urls
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` an…
* [Docs] Fix Broken URLs (#6494)
* fix broken urls
* couple more
* remove poetry install openbb_platform from docs generation.
* Try it this way.
* [Docs] Excel docs update (#6504)
* update xl docs
* update xl files
* Release/4.2.3 (#6517)
* [Release] 4.1.5 to `develop` (#6192)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Remove eod from docstrings (#5751)
* Wrap up renaming global news to world news on a model level
* Remove "end of day" from historical price model docstrings
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Massive docstring cleanup (#5755)
* sec router remove command
* standard models cleanup
* fmp cleanup
* av cleanup
* benzinga cleanup
* biztoc cleanup
* cboe cleanup
* ecb cleanup
* finra cleanup
* fred cleanup
* us cleanup
* intrinio cleanup
* nasdaq cleanup
* oecd cleanup
* polygon cleanup
* sec cleanup
* seeking alpha cleanup
* stockgrid cleanup
* tiingo cleanup
* tradingeconomics cleanup
* ultima cleanup
* wsj cleanup
* yfinance cleanup
* sec router lint
* fix date query param description
* Updates system and api settings (#5753)
* remove uncessary import on rest api
* remove FrozenField and add api.version
* allow setup from json
* remove id tag
* computed field is better
* formatting
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Squeeze build time (#5756)
* squeeze build time
* bug fix
* fix test
* typo?
* rebuild
* keep tradingeconomics
* docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-develop in urls
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* …
* fix: openapi bug (#6525)
* Release/openbb charting 2.1.3 (#6529)
* Release bug fixes (#6187)
* release bug fixes
* rebuild
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Update `README` for Platform (#6189)
* update readme
* prevent oopsies
* beta versions
* print extensions name
* update toml with beta versions
* [BugFix] Raise Alpha Vantage API Error (#6188)
* raise API error
* handle more API error messages
* handle bad data
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update econ cal headers (#6191)
* [Release] 4.1.5 to `develop` (#6192)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Hotfix/pypi openbb terminal (#5719)
* renaming the project
* documentation changes
* Finishing touches to the publishing procedure (#5728)
* finishing touches to the publishing procedure
* grammar improvements
* Run tests on develop (#5725)
* Run tests on develop
* Add a check that files changes in platform
* Seprate Intrinio financials data tags into a different command (#5723)
* add `ebit` field in income statement standard model
* only add required data tags
* remove calculations data
* use `name` key instead of `tag` key
* set `period` as required in data
* remove `period` and `cik` from provider models
* add `equity/fundamental/search_financial_attributes` with tests
* clean descriptions file
* add `equity/fundamental/financial_attributes` with tests
* set `value` as `Optional`
* Fix threadpool test error (#5734)
* Remove ultima from deps (#5736)
* remove ultima from deps
* skip ultima test
* black
* change skip location
* try except statement to avoid error on the ci
* new currency reference rates pr (#5724)
* point files to linters (#5739)
* remove news from equity (#5741)
* Add tiingo provider (#5740)
* first commit
* things
* Add news endpoints
* CryptoHistorical
* Add currency and trailing dividend yield
* things working
* deps
* fix pre commit things
* tests?
* black on the tests
* pratty told me to add it
* integration tests
* added helpers
* crypto revamped
* currency revamped
* trailing dividend yield revamped
* equity historical revamped
* company news overhauled
* global news overhauled
* remove `tags` param from news models
* crypto correct `exchanges` description
* james smh
* re-recorded fetcher tests
* fixed integration tests
* econometrics smh
* james smh again
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Add `derivatives` extension for `futures` and `options` (#5742)
* removed options and futures
* add derivatives extension
* cleanup
* bug #5649 (#5722)
* bug #5649
* fixing --a upmom, downmom
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Rename the fmp search -> screener (#5744)
* Rename the fmp search -> screener
* misses some
* i cant copy paste
* docs/fix-urls: Updates the Terminal About URLs to match `/develop` (#5720)
* update Terminal about URLs and some other broken links
* ruff
* intro
* changing the heading levels
* dependency management sections
* structure
* developer guides
* structure
* contributor guides
* keywords and descriptions
* broken urls
* cool cards
* Cool cards (#5727)
* tidy up terminal/content
* some more tidy up
* fix styling for platform that was missing
* more tidy up
* improve color for dark and light mode
* create new reference card for more basic cards
* rename back to menus
* implement all index.md for terminal, except reference
* improve bot title
* more refactoring
* fix remaining index
* header styling
* more styling
* heheheheheheeh
* Revert "heheheheheheeh"
This reverts commit 7d095fcfd2.
* Ccards (#5733)
* links
* more links
* improved styling and chevron aligned to title
* fix index.mdx urls for Terminal
* update package.json
* update index.mdx
* fix generation
* spelling
* toolkit_extensions
* update data extensions
* couple of links
* add tiingo to data extensions list
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Stock leftover cleanup (#5745)
* change to equity in `.md` files
* `HistoricalStockSplits`->`HistoricalSplits`
* `StockInsiderTrading`->`InsiderTrading`
* sorry fmp
* `EquityHistorical` cleanup
* `EquityNBBO` cleanup
* .md leftover
* the last of stocks
* Hotfix/urllib to dev group (#5732)
* use the urllib3 dependency on the dev group instead
* adapt the version script for the nightlies - if it's a nightly the package distribution name will have a different name
* add dev dependencies to the dev installation bc of the ci
* updating the import on validate_call according to: https://docs.pydantic.dev/latest/concepts/validation_decorator/
the way we were importing it breaks if pydantic=2.5
@montezdesousa
* loosing urllib3 version specification on the provider and adding it to platform dev deps
* rmeoving urllib from top level deps; and removing --with dev flag
* changing to ^ instead
* Revert "changing to ^ instead"
This reverts commit 7300904e9f.
* unnecessary dep
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/v4-bop - Add ECB Balance of Payments (Replaces #5716) (#5726)
* add ecb balance of payments
* missing __init__.py files
* Nasdaq calendar earnings and fix FMP calendar earnings (#5718)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/us-treasury-auctions: Adds Treasury Auctions endpoint and provider for US Government Data. (#5746)
* add government_us provider and treasury auctions endpoint
* black
* add param for cusip
* move logic for setting default start/end date
* Update hub<>platform credentials map (#5749)
* update hub<>platform credentials map
* typo
* Add API settings schema to system settings (#5743)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Skip checking creds (#5737)
* skip checking creds
* fix bug
* ok mypy
* add comment
* rename required_credentials
* fix
* fix top_retail bug
* don't require creds in some nasdaq fetchers
* black
* this was not here before
* fix tests
* update fetcher test
* update contributing guidelines
* Fix Quote (#5752)
* Fix Quote
* fixed return type and model validation
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Wrap up renaming global news to world news on a model level (#5750)
* Wrap up renaming global news to world news on a model level
* cleanup
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Remove eod from docstrings (#5751)
* Wrap up renaming global news to world news on a model level
* Remove "end of day" from historical price model docstrings
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Massive docstring cleanup (#5755)
* sec router remove command
* standard models cleanup
* fmp cleanup
* av cleanup
* benzinga cleanup
* biztoc cleanup
* cboe cleanup
* ecb cleanup
* finra cleanup
* fred cleanup
* us cleanup
* intrinio cleanup
* nasdaq cleanup
* oecd cleanup
* polygon cleanup
* sec cleanup
* seeking alpha cleanup
* stockgrid cleanup
* tiingo cleanup
* tradingeconomics cleanup
* ultima cleanup
* wsj cleanup
* yfinance cleanup
* sec router lint
* fix date query param description
* Updates system and api settings (#5753)
* remove uncessary import on rest api
* remove FrozenField and add api.version
* allow setup from json
* remove id tag
* computed field is better
* formatting
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Squeeze build time (#5756)
* squeeze build time
* bug fix
* fix test
* typo?
* rebuild
* keep tradingeconomics
* docs/working-docs: Working V4 Docs PR (#5747)
* post-install clarification, fix links
* more links
* change word
* toolkit cleanup
* rename 'contributing' to 'development'
* update extensions
* some urls
* Update sdk-platform and v4-develop in urls (#5730)
* Update sdk-platform and v4-devel…
* fix: fix provider description (#6537)
* Move documentation to `openbb-docs` (#6539)
* Remove website/ directory
* Remove GitHub pages deployment workflow
* Update documentation related content
* Cannot do this now
* Update actions url
* fixing local variable 'export' referenced before assignment (#6546)
* fix logging service (#6549)
* [Hotfix] Bump versions (#6551)
* versions bump
* versions bump
* [Release] 4.3.0 (#6572)
* [Docs] Refactor Contributing Section Of Docs (#6173)
* development index
* refactor development section of documentation
* codespell
* add template zip file
* fixing
* update changed syntax
* dependency thing
* fix sentence
* review edits, add_toolkit_extension
* Add ZIp file
* headtitle
* couple more things
* codespell
* fix sentence
* url fix
* review updates
* forgot one file in the commit
* syntax updates
* json file
* more syntax things
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Docs] Add Streamlit News Dashboard To Examples (#6158)
* add streamlit news dashboard example
* black
* ruff
* now black again
* import block?
* ruff puts it back to exactly how it was before
* try running linters again
* noqa it is
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] Add Charts For FRED Series (#6234)
* add fred_series charts
* pylint
* [Feature] Add Intrinio to `obb.equity.market_snapshots()` (#6232)
* add intrinio to equity market snapshots
* field definitions
* map date
* static files
* black
* date check
* test cassette
* pylint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Merge Fix FMP Intraday (#6229) From Main (#6235)
* [Critical] Sync `main` with `develop` (#6202)
* feature/intrinio-equity-search: Adds Intrinio to `obb.equity.search()` (#5863)
* intrinio equity search
* integration tests
* test
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/yfinance-multi-ticker: Adds support to openbb-yfinance for multi-ticker download. (#5845)
* yfinance multi-ticker support
* multi-ticker support for market indices
* crypto multi-ticker support
* recapture tests
* yfinance cache and tests
* currency historical multi-ticker support
* style things
* black
* missed a values
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Feature/us-treasury-prices: Adds Treasury Prices to Fixed Income (#5776)
* add treasury prices endpoint to fixed income router
* adds tests
* black
* ruff
* import statements
* standard model imports
* black
* some cleanup
* black
* async router
* make async
* str outpuot
* bytes object not string
* docstring typo
* multi-line f-string
* encoding
* duplicated conditional
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* feature/sec-etf-holdings: Adds ETF holdings from SEC provider (#5757)
* add ETF holdings from SEC provider
* black
* helper function params
* edge cases
* ruff
* add validator in company filings
* remove xml field
* update import
* cleanup parsing
* missing datetime import in company_filings
* black
* unused import
* add missing py.typed files
* feature/nasdaq-equity-search: Adds Nasdaq provider for `obb.equity.search()` (#5790)
* add nasdaq to equity search
* black
* unused import
* make async
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Excel docs (#5870)
* first test
* remove old reference
* bring this file back
* generate sidebar and write empty mds
* generate index.mdx
* get description from cmd_lib
* fix reference card error
* rename file
* generate markdown
* regen
* add last+hist
* update pages with seo metadata
* format types
* small fix
* css sux
* add usage placeholder
* set hidden by default
* nah
* add cmds and menus to reference
* lint
* fix/Users/diogosousa/opt/anaconda3/envs/platform/bin/python /Users/diogosousa/OpenBB/OpenBBTerminal/website/generate_excel_markdown.py
* format mds
* remove space
* fix commands heading
* redo folder structure
* add back cmd description
* move card to var
* different main folder
* clean
* move vars
* refer to editor
* rename var
* done
* recreate folder structure
* add section: syntax + minor adjustments
* remove return type
* remove return type
* rename api to library
* minor fix
* remove api folder
* remove api folder
* formatting
* improve basics
* basics
* fetch functions.json from website
* complete basic
* change syntax to use semi-colon
* basics
* basics
* remove space in sig
* remove sections
* add metadata
* Update formula builder
* add tabs
* Update index.md
* complete basics and formula_builder
* Update index.md
* add windows screenshots
* restructure folders
* regenerate with latest add-in version
* move Excel sidebar
* rename function and add comment
* now it's working
* logic
* rename folder
* Update formula_builder.md
* fix
* hide excel for now
* some explicit typing
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* Make Pro Fetchers async by replacing `ThreadPoolExecutor` with `asyncio.gather` (#5822)
* init
* Update helpers.py
* filter URL on raise
* polygon, fmp done, update cassettes
* updates
* cleanup
* revert tests for now
* Update discovery_filings.py
* Update helpers.py
* add `async` overload to `Fetcher.extract_data`
* update merged fred models
* tests, improve fred series
* Update insider_trading.py
* insider
* tests
* intrinio
* Update equity_historical.py
* implement abstract async extract on Fetcher, with simple switch
* cleanup
* Update helpers.py
* Update helpers.py
* fix fmp historical deprecated urls
* Revert "fix fmp historical deprecated urls"
This reverts commit 1a760a2473.
* fix fmp `index.market` 1day url missing query params
* Update test_fmp_market_indices_fetcher.yaml
* field fixes
* `extract_data_async` -> `aextract_data`, `async_request` -> `amake_request`
* `async_requests` -> `amake_requests`
* Update company_news.py
* add sort to index `integration` params
* add `client.py` tests
* Update equity_search.py
* Add lost v in platform api version string
* Resolve linter errors here and there
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Allow this to be run in parallel (#5872)
* Limit mypy v3 linting to only the diff of the PR (#5878)
* Use custom parametrize from news menu tests (#5873)
* Use custom parametrize from news menu tests
* Update Ultima unit test cassettes
* Command Schema (#5874)
* POC
* Filter by provider
* pass base_app as parameter
* add typing + TODO
* fix some typing
* Fix unit tests
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Parameterize `obbject.to_df` with `index` and `sort_by` (#5877)
* Parameterize obbject.to_df with index and sort_by
* unit tests for obbject
* keep using the date as default to use on basemode_to_df()
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Changes to the `obb.fixedincome.corporate.hqm()` output (#5876)
* changes to the hqm output
* typo
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Refactor method in RegistryMap (#5879)
* refactor extract_info
* add comment
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove Literal from providers in OBBject (#5882)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix version (#5883)
* Fix version
* Fix linter on terminal
* Refactor package builder (#5880)
* breakdown builder + remove black
* rebuild
* rebuild
* rebuild
* rename method
* format built code without black
* we still lint if it's available
* fix existing tests
* add linter tests
* add black to dev deps
* auto_build as instance method
* reorder methods
* typing
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* small refactor for simplification (#5886)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix bug. Add router test. (#5888)
* Fix bug. Add router test.
* Simplify
* separate pylint between platform + terminal (#5892)
* separate pylint b/w platform + terminal
* Explicitly set pylint check scope to files in the diff
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* sync descriptions (#5893)
* Add REST API docs page with advanced settings configuration (#5890)
* Don't mention docker in a list of python envs
* Create a REST API page
* Update docs to get api keys from the hub
* Update installation instructions
* Mention requirement of poetry and toml in source installation section
* move rest page up to the top. and add url to google colab example notebook
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* fix a v3 syntax example (#5891)
* Adds federal reserve data points (#5885)
* Allow optional input for 2-month treasury rates and add FederalReserve rates model
The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.
* Add Money Measures models and commands
This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.
* Add Federal Reserve Money Measures test file
This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.
* Cleanup
* Sneaky unformatted integration tests
* its a dawg life for me ...... ruff
* add the fed funds rate
* didnt mean to commmit this
* black
* this is why we should pre commit kids
* change install name
* add providers to int tests
* review comments + commit static
* replace nan with None
* fix float on None
* get rid of nans for nulls for json handling
* change `_` to `-` in readme pip install.
* Update __init__.py docstring
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Check if outdated (#5898)
* Add econometrics API tests (#5899)
* Docs/excel update (#5889)
* update xl docs
* update syntax line
* update again
* Fix pylint scope (#5895)
* Allow optional input for 2-month treasury rates and add FederalReserve rates model
The commit includes two main changes. One being the modification to the standard treasury rate models, where the 2-month input field is now optional, and a default value is set to none. The other main change is the addition of a new module for the FederalReserve treasury rates model, which includes query parameters, a data model, and a data fetcher.
* Add Money Measures models and commands
This commit introduces new Money Measures models to handle money-related data, defines Money Measures commands in the economy router, and implements the Federal Reserve Money Measures model. The core model includes fields like start_date, end_date, and various components of the money supply. The new command added to the economy router allows the querying of these data.
* Add Federal Reserve Money Measures test file
This commit adds a test case file for the Federal Reserve Money Measures fetcher in the Federal Reserve module. The test case includes simulating a GET request and the corresponding expected response from the server.
* Cleanup
* Sneaky unformatted integration tests
* its a dawg life for me ...... ruff
* add the fed funds rate
* didnt mean to commmit this
* black
* this is why we should pre commit kids
* change install name
* add providers to int tests
* review comments + commit static
* replace nan with None
* fix float on None
* get rid of nans for nulls for json handling
* change `_` to `-` in readme pip install.
* Update __init__.py docstring
* Debug pylint
* Adjust the fetch depth
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* fix `from openbb import obb` asyncio lock in python REPL (#5896)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* feature/financials - PR for working on structure of financial statements. (#5794)
* balance sheet draft
* balance_sheet draft
* cash_flow draft
* income_statement draft
* intrinio financials
* description
* period field
* ruff
* income statement
* field
* label - gross profit ratio
* cash flow statement
* investing order
* add option for caching to cashflow
* add caching to balance and income
* typos and update order for financial institutions
* replace 0 values with None
* add financial ratios from intrinio
* black
* missing test params
* balance cassette
* query param description
* symbol list warning
* black
* handle BRK-A and symbols with a dash for Intrinio
* fix typo error
* add free cash flow to bottom of cash flow statement
* amortization_expense
* dev_install.py
* undo dev_install.. wrong branch
* cash flow order things
* standardized cash flow
* fields
* integration tests
* cash flow model validator
* more polygon cash
* black
* black
* Delete openbb_sdk/providers/polygon/openbb_polygon/utils/definitions.py
wrong file
* balance sheet
* some cleanup
* ruff
* income statement
* black
* test params
* financial ratios async update
* recapture fmp and polygon tests
* yFinance financials
* yfinance tests
* delete financial_statements standard model
* intrinio balance sheet order
* fiscal year standard param
* remove file accidentally committed
* add reported_financials end point
* fiscal_year param for reported_financials
* fix url
* fmp test cassette
* add safe-guard with warning for fiscal year before 2008
* periods can only be annual and quarter
* url in docstring correction
* add fiscal_year param to intrinio standardized financials and ratios
* fix fmp ratios
* black
* rename fields as per Minh
* rogue field
* black
* Fix typo in a docstring
* Resolve linting errors
* type ignore
* disable=unused-argument
* changing the arg name cc @minhhoang1023
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* docs/legacy-install: Add warning at top of page - Instructions on this page are for installing the Terminal (#5904)
* add warning at top of page - instructions are for installing the Terminal app
* pip install openbb-nightly
* hotfix/financials-field-maps: Updates A Couple FMP/Polygon Income Statement Fields (#5907)
* update income statement fields
* another polygon field
* ratio -> margin
* black
* explicit fmp fields
* add reported_currency for standardized intrinio
* # pylint: disable=unused-argument
* another unused-argument
* black..
* patch tests
* polygon income: eps -> basic earnings per share
* re-capture terminal portfolio menu test
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix test (#5916)
* Fix test
* Skip ultima integration tests
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* hotfix/fmp-price-performance-zeros: Replace returned zero with None and normalize percent values. (#5918)
* replace zeros with none and normalize percents
* pylint unused argument
* Update index.md (#5906)
* Release/4.1.0 (#5901)
* Hotfix/terminal tests (#5919)
* skip supressed arguments
* silent way of customly load on quote
* specify source for call_load
* docs/platform-faq: Start Platform FAQ page with bullet points on Platform vs SDK (#5914)
* platform vs sdk faq page
* add data and data providers faq section and some style cards
* typo
* makes changes as per reviews
* openbb-nightly as a way to install everything
* jupyter-lab instead of jupyter
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* hotfix/backend - Initialize OpenBBFigure (#5912)
* create backend
* openbb_figure
* black
* pylint
* pylint again
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* hotfix/yf-futures-historical: yfinance historical futures multi-ticker support and symbol parsing (#5923)
* multi-ticker support for yfinance futures historical
* raise-missing-from
* integration test params
* equity_historical adjusted kwargs
* pylint unused argument
* Docs/excel examples (#5920)
* regen excel md
* add syntax + basic example
* fix example
* create json with docs map
* update docs to latest functions.json + remove tiingo
* remove space from examples
* minor fix
* remove spaces
* remove spaces
* bug fix: remove folder before generating
* fix typo
* add link to appsource
* fix
* Update templates.md
* regenerate content
* change docs colors
* fix light mode
* add back tiingo
* update functions.json
* templates go later
* remove Library from reference
* Make the excel markdown being generated at runtime
* fix reference cards having commands under menu
* remove excel/reference folder since this is built at runtime by gh-pages action
* black formatting
* improve title
* add excel to the main page
* add excel image bg
* make excel sidebar show up next to pro
* improve main page
* small fix for platform page title
* update basics page
* add tip to autocomplete
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Re-record tests and fix symbol bug (#5924)
* Re-record tests and fix symbol bug
* nordvpn us ftw
* @IgorWounds says "SPY >> IOO"
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Docs/bug fix (#5926)
* fix pro link
* fix wrong example
* Introduces a limit argument for the `equity.fundamental.trailing_dividend_yield` endpoint (#5925)
* introduces a limit argument for the equity.fundamental.trailing_dividend_yield endpoint
* add default args to test
* Add json_schema_extra to openapi.json (#5930)
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* feature/standardize-quote: Proposal to Standardize EquityQuote (#5922)
* standardize EquityQuote
* intrinio reference
* rogue comma
* pylint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* hotfix/fmp-rev-segments: Adds Fiscal Period to busines/geographic segments revenue. (#5921)
* add fiscal_period to revenue by geography and business line
* data description and unused imports
* update test cassette
* Allow multiple symbols `equity.profile` (#5929)
* allow multiple symbols
* pylint
* pylint ignore position
* change callback to helper func
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add filtering to AV historical price (#5928)
* add filtering to av historical price
* lints
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Fix vwap FMP error (#5936)
* Fix vwap FMP error
* Linting
* Painlint
* Add date filter + symbols to comp (#5931)
* add date filter + symbols to comp
* make sure year is in d
* tests fix
* Improving Platform's import time (#5894)
* missing decorator
* missing optional statements
* us-gov to optional and right position
* removing redundant call
* lazy load mappings
* docstrings
* introducing the extension loader class
* misleading docstring
* using the extension loader on the router
* using the extension loader on the credentials
* docstrings
* lazy load of entry points
* checkout dev_install
* using the extension loader to get the entry points instead of recalling the function
* improved auth service and charting service
* using the extension loader on the registry
* typos
* adding properties to extension loader for easy access
* using the extension loader on the package builder
* avoiding circular imports by using forward references
* fix charting service tests
* test for the extension loader
* Update openbb_platform/core/openbb_core/app/model/credentials.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Update openbb_platform/core/openbb_core/app/router.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Update openbb_platform/core/openbb_core/provider/registry.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* adjustments
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* Disable auto_build on test run (#5937)
* Disable auto_build on test run
* Move to conftest
* Update excel docs (#5940)
* update basics
* update reference generator
* Categorize release notes based on labels for OpenBB Platform (#5943)
* Categorize release notes based on labels for OpenBB Platform
* Add environment variable for GitHub token in labels-PR.yml
* Update labeler.yml to use "enhancement" label for feature branches
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Custom deprecation message in API endpoints and Python commands (#5942)
* add custom deprecation message feature in routers
* add custom deprecation message feature in package builder
* using an actual DeprecationWarning instead
* fix tests
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Hotfix/remove unused workflow (#5945)
* Disable auto_build on test run
* Remove unused workflow
* Revert
* Hotfix/fix typo (#5948)
* Disable auto_build on test run
* Fix typo
* Revert
* docs/data-models-url: Fix URLs on Development Page (#5944)
* fix url to the standard models
* github links
* `equity.fundamental.dividends`: allow filter by date (#5932)
* allow filter by date
* ruff
* pylint
* fix tests
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Create Excel templates page (#5947)
* create templates page
* Update index.mdx
* fix description
* update card
* remove clsx
* Update index.mdx
* Update index.mdx
* Update index.mdx
* Update index.mdx
* min height
* min height
* improve excel docs and point towards hub
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* hotfix/intrinio-dividends-limit: Fix Limit Param Alias (#5951)
* fix limit param
* pylint unused argument, recapture test cassette
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Docs/remove core refs (#5957)
* remove references to core: PathHandler + ProviderInterface
* remove unused function
* add comment
* regenerate
* fix a few examples
* add comment
* rename file
* Excel tutorials on the docs (#5956)
* update workflows name to tutorial
* update title
* get barebones to bring in Excel videos
* tutorial excel videos in
* hotfix/float-values: Convert Intrinio balance sheet values to float type (#5961)
* convert intrinio balance sheet values to float type
* unused import
* typo in alias dict
* Update to OpenBB Add-in for Excel (#5965)
* Log custom headers (#5966)
* add custom headers
* fix: send on startup and defaults
* pylint
* unittests
* move government-us to community in dev_install (#5963)
* fix: adds logic to check whther user is logged in on hub (#5941)
Co-authored-by: Luqman <luqazino@gmail.com>
* hotfix/fix-company-filings: Fixes too many mandatory fields. (#5909)
* Fixes too many mandatory fields.
* black
* black again
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* `equity.estimates.price_target` - Integrate with Benzinga (#5946)
* deprecation message
* fix lints
* adding equity.estimates.ratings and fmp as its provider
* unit tests for fmp
* removing unused file
* typos
* add benzinga to AnalystRatings
* revert changes to estimates router
* moving it to price target instead
* reverting changes
* fmp support for multiple ticker
* benzinga price target
* ruffy
* unused argument
* fix type hints
* tests for the new fetcher
* new integration tests
* fixing tests
* missing std arg
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [DEPRECATION] `index.market` renamed to `index.price.historical` (#5962)
* deprecate index.market and add index.price.historical
* add index.historical standard model
* add index.historical provider models
* index extension tests
* provider tests
* linting
* bug fix (#5969)
* Uppercase excel reference (#5958)
* uppercase reference
* fix name header
* add tab title
* remove reference excel folder
* add to gitignore excel reference files
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* move templates (#5970)
* Release 4.1.1. (#5964)
* update dev_install
* fix effr test
* Update dev_install.py
* fix fundamental balance test
* fix equity price historical test
* fix price target model
* black
* rebuild static files
* update publish.md
* fixed dev_install
* update publishing doc
* updated `openbb-core` to 1.1.1
* updated extensions
* updated providers
* updated `openbb` package
* updated static extension map
* updated publishing doc
* fixed toml for `openbb-finra`
* @jmaslek yfinance IS DEFAULT
* updated static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix link to discord channel (#5910)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fixing Posthog handler for thread safety (#5968)
* fixing posthog handler for thread safety
* removing loggging init from the global scope - per sensei juan
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update labeler.yml and labels-PR.yml (#5974)
* hotfix/ allow multiple `identify` calls (#5976)
* allow multiple `identify` calls
* Update posthog_handler.py
* regex out any invisible control character from sales_conditions field (#5977)
* docs/http-requests: Contributor Guide For Building HTTP Requests (#5973)
* contributor guide for http requests
* add a docstring
* add section on get_querystring
* extra space
* add note for people installing PyPI in a zsh terminal shell
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* feature/add-yfinance-functions: Add equity.profile for yFinance (#5978)
* equity profile for yFinance
* pylint
* equity quote
* unused imports
* remove yfinance from extras in toml (#5982)
* Release OpenBB Platform v`4.1.3` (#5983)
* fixing pyproject.toml
* adding pandas-ta to technical package for publishing
* bumping technical
* test for pyproject toml
* feature/cboe-async: Refactor Cboe for Async (#5900)
* refactor cboe for async
* codespell
* unused imports
* pylint
* more pylint
* platform metadata
* classmethod decorator
* test params
* intrinio quote
* test param names
* date in test needs to be a datetime.date not string
* make fmp unix timestamp tz-aware and normalize percent change
* different way of parsing datetime string
* recapture cboe equity historical test
* unused import
* index snapshot update
* black
* extension map
* pylint
* cboe pyproject.toml
* proposal to standardize equity_quote
* one more file
* removing changes on static assets
* index_historical
* index_historical again
* last_time -> last_timestamp
* obsolete router path
* fix tests
* test param
* restore market index deprecation that I forgot about
* fixing tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Fix typo in website/README.md (#5980)
* Fix typo in website/README.md
* Update linting.yml
* Update linting.yml
* Update linting.yml
* Change ref conditions
* Update linting.yml
---------
Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Luqman <luqazino@gmail.com>
* Hotfix/th etfs (#5959)
* added etf trading hours
* black formatter
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Luqman <luqazino@gmail.com>
* feature/finviz-provider: Adds Community Finviz Provider Extension (#5952)
* add finviz provider
* recapture tests
* recapture tests again?
* invalid test param
* static packages
* units_measurement -> unit_measurement
* static packages as core only
* openbb_core version bump in pyproject.toml
* try adding user-agent to test response
* fix tests
* linting
* provider model cosmetic changes
* fix install script and typo in openbb toml
* static
* fix: re-record unittests
* empty data error
* definitions as a file
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Add support for multiple symbols on `obb.equity.price.historical` (#5984)
* av - support for multiple symbols
* tiingo - support for multiple symbols
* include symbol only if necessary
* update extension descriptions page (#5985)
* remove useless file (#5991)
* added symbol to headers (#5981)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Fixing Docs Typos (#5955)
* fixed typo
* fixed stocka typo
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* fix nasdaq test cassettes (#5989)
* don't include `custom_headers` in openapi schema (#5994)
* hotfix/intrinio-index: Drop None Rows From intrinio Historical Index (#5987)
* drop None rows from intrinio historical indexes
* add empty data error
* static assets
* hotfix/insider-trading: Fix#5988 (#5990)
* fix validation errors
* empty strings
* validator
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* CI listing quick fix (#6002)
* BIGGGG LINTING
* fixing lints
* fixing lints
* black
* very ruff
* no export
* fix hedge_view again
* lints
* platform lints
* lints
* black
* black it @hjoaquim
* fix some more linting
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Release `openbb-finviz` `1.0.0` to the public (#6000)
* set version to `1.0.0`
* Set correct dep version in main package
* Add `finviz` to table
* Auto Labelling for OpenBB Excel Docs Changes (#5998)
* Update pull request labels
* Update labeler.yml with new label for Excel files
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Support for custom examples in router commands (#5993)
* Disable auto_build on test run
* Add support for custom router examples
* Revert odd file change
* Fix API pollution
* Refactor examples with @montezdesousa
* Check if model is inside the PI
* Fix
* feat: add & fix examples (#6001)
* feat: add & fix examples
* fix: ruff + comment
* feat: read parameter pool from file
* feat: typing + unit test
* Disable auto_build on test run
* Add field order to OBBject
* Revert
* lint and revert
* fix test
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* hotfix/intrinio-options-date: Fix comparing values between str and datetime (#5997)
* fix compare between str and datetime
* unused argument
* get_weekday
* lint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Field order added to the OBBject extra as preference (#5999)
* Disable auto_build on test run
* Add field order to OBBject
* Improvements
* Remove noxfile
* Disable auto_build on test run
* Add field order to OBBject
* Revert
* lint
* Add docs
* Not sure how this happened
* lint
* Update `openbb-devtools` (#6008)
* update deps
* unpinned package versions from gh linting action
* codespell
* updated black dependency
* linting
* linting
* linting
* pin codespell version
* black
* black again
* install devtools in linting action
* format w new black (#6009)
* format w new black
* format w new black
* black again
* black the terminal
* ignoring unused arguments
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* remove reviewpad (#6010)
* Remove Ultima provider (#6012)
* Add OECD unemployment (+more) + data cache idea (#5917)
* Add OECD unemployment + data cache idea
* Docstring edits
* Tests
* Add composite leading indicator
* i truested ruff --fix too much
* Add short + long term interest rates
* pylint
* pylint2
* was not committing. my b
* add csv cache + make it default. remove pyarrow from poetry
* Clean up
* Didnt run on this file. My bad
* Why was this ignored /shrug
* pylint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Feature/improved pr template (#6018)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* better pr templates
* developer template
* [Feature] - Custom deprecation (#6005)
* custom deprecation
* custom deprecation
* using the new deprecation
* custom deprecation on the package builder
* remove comment
* ruff
* black
* static assets
* tests
* using parametrization instead
* test for deprecated endpoints (#6014)
* Deprecation warning on the reference docs (#6015)
* typo/fix
* bring back methods needed for markdown generation
* add deprecation warning to docs
* contributor docs for deprecating endpoints - tks @deeleeramone
* small changes on publishing procedure per @the-praxs
* moving the deprecation summary class to deprecation file instead
* explanation on class variables
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update openbb_platform/openbb/package/index.py
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Update website/content/platform/development/contributor-guidelines/deprecating_endpoints.md
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* deprecating on 4.3 instead @the-praxs
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Fix package builder (#6022)
* fix: remove specific imports
* adjustments for correct deprecation
* static assets
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* [Feature] Add support for multiple tags in `historical_attributes` and `latest_attributes` (#6013)
* historical attributes standard model -
* add support multiple tags
* add `tag` field in data
* add support for multiple tags in historical attributes
* set correct return type in `callback` function
* latest attributes standard model -
* add support for multiple tags
* add `tag` field in data
* add support for multiple tags in latest attributes
* add test params for the attributes endpoints
* add support for multiple `symbol` and add `symbol` field in the data
* modified code to fetch data from multiple symbols and throw warning as per @deeleeramone
* add params for testing multiple symbols
* linting
* fix test params
* fixed condition to check if its a `Dict` type
* updated intrinio fetcher tests for the statements
* updated static
* [feature]: feature/overview-to-profile: Deprecate `equity.fundamental.overview()` and move to `equity.profile()` (#6011)
* fmp overview to equity profile
* deprecation warning
* urls
* wrangle fields
* black
* pylint unused argument
* insert additional securityID fields to standard model
* custom deprecation using OpenBBDeprecationWarning
* typo - need to have the deprecated=True flag
* static assets
* fix non related test
* minor adjustment - removing the need for the try/except block - using the get and pop removes the need for key existance checking. cc @deeleeramone
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] - Remove duplicate code (#6025)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* remove `SectorNews` from router and standard models (#6026)
* feature/more-yfinance: Adds some more to openbb-yfinance (#5979)
* equity profile for yFinance
* pylint
* equity quote
* unused imports
* price target consensus
* add currency field
* add share_statistics
* don't append empty result to results
* key executives
* missing definition in key_executives
* pylint
* key metrics
* add currency to key metrics
* add etf_info
* rename trailing_annual_dividend -> dividend_rate_ttm
* add institutions count to share_statistics
* add historical dividends
* add logic for start-end dates to historical_dividends
* recapture the test..?
* funny test
* filter on tests?
* record test with clean cache..?
* year_price_change -> price_return_1y in key_metrics
* black
* make descriptions clear for beta and dividend_yield fields
* add description field to standard model
* updated static
* clear description of shares_implied_outstanding field
* updated static for equity
* clean descriptions
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/commodities-lbma-fixing: Adds Commodity Extension and LBMA Gold/Silver daily fixing levels (#5760)
* add commodity extension and add lbma fixing endpoint
* dev_install.py
* readme url
* renovate the standard model
* makes a query_params model for nasdaq data link
* literal not optional
* unused imports
* missing test params
* test cassette
* DataLink query param description
* test file import
* actually fix import
* from openbb_core.provider.....
* ruff
* another import statement
* black
* async router
* move query_params
* update version
* version numbers
* extension_map
* satisfy pylint?
* pylint
* Update pyproject.toml
* black
* poetry lock
* Update extension_map.json
* Update __extensions__.py
* Update module_map.json
* clean descriptions
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Improve UX for `obb.news` (#5986)
* adding date,start_date and end_date to std params
* add date to special params which should've another type
* change types to dateType
* change helper to accomadate changes in types
* date filtering
* using the date filtering for all providers
* date params on the std model instead
* adding the right type
* filtering dates on world news
* integration tests
* fix descriptions
* static assets
* black
* Revert "black"
This reverts commit 7288b59f87.
* lint
* addressing @montezdesousa suggestion: removing qua 31 jan 2024 15:01:20 WET from standard models and using it only on benzing
* tests accordingly
* static assets
* black
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Improve Standardization - `IndexHistorical` (#6030)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* small adjustment on the test
* index historical
* adjust tests accordingly
* keep the test skipped
* match tests w python
* fix tests
* keep the skip
* fix test
* [Feature] - Refactor Response Model (#6024)
* Start refactor with @montezdesousa
* feat: add response model inside openapi_extra
* feat: find+replace return types
* fix: ruff
* Feature/api response by provider (#6029)
* init
* Update router.py
* Update registry_map.py
* check dicts
* lint
* exclude provider on data model for package build
* `results_type_repr` logic for `Annotated`, ignore provider field in `_extract_data`
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: teh_coderer <me@tehcoderer.com>
* [BugFix] - Improve Standardization - `CotSearch` (#6031)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* small adjustment on the test
* index historical
* adjust tests accordingly
* keep the test skipped
* match tests w python
* use cache as std field
* fix tests
* fix tests
* keep the skip
* fix test
* adding missing param
* fix tests accordingly
* Docs/byod (#5996)
* add byod to reference
* fix: rename add-in name
* feat: add data conectors page
* fix: additional notes
* tiny tweaks
* update functions.json and openapi.json
* fix: fix bug in hedge controller
* fix: another bug hedgecontroller
* black
---------
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
* Feature/ex-dividend: Renames "date" columns as "ex_dividend_date" for Dividend Calendar and Historical Dividends (#6006)
* date -> ex_dividend_date
* nasdaq historical dividends
* black
* pylint
* intrinio alias_dict
* dividend_currency -> currency
* yfinance field name
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Adds a timezone to the Unix timestamp conversion to correct localization errors. (#6023)
* fix: remove specific imports
* make polygon historical tz-aware
* undo including that commit
* that PR wasn't supposed to be there.
* pylint unused argument
* fix polygon crypto historical intervals
* pylint
* new cassette
* fix the rest of the polygon historical price query params
* black
* pylint..
* integration test param
* appease daylight savings handling
* paginate for crypto currency and index
* black
* raise EmptyDataError when no results instead of returning an empty list
* ruff
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* Hotfix/wrong pydantic validator (#6037)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* Use field_validator instead
* fix openapi schema fields `to_snake` (#6036)
* Fix data connectors link typo (#6038)
* [BugFix] - Improve Standardization - `EquitySearch` (#6033)
* format w new black
* Revert "format w new black"
This reverts commit 74b9619cc6.
* small adjustment on the test
* index historical
* adjust tests accordingly
* keep the test skipped
* match tests w python
* use cache as std field
* fix tests
* fix tests
* use_cache as std
* adjust tests
* keep the skip
* re-record test
* black
* Docs / only display results for current platform (#6017)
* Update index.js
* Update index.js
* yfinance
* tzcache no longer exists
* fixxy
* ruff
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
* Improve the docstrings (#6040)
* Improve the docstrings (#6041)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* dont run base tests with v4 label (#6046)
* Sync excel reference (#6039)
* sync excel reference
* fix: change delimiter to comma
* feat: update data connectors
* test skipping wf
* Update unit-test.yml
* Update unit-test.yml
* test skipping wf
* watch label changes
* Update unit-test.yml
* [Enhancement] - Improve `news` router docs and examples (#6047)
* better docs
* static assets
* Feature/platform standardization notebook (#6049)
* Add platform standardization overview notebook to examples
* Add py.typed marker to openbb-fred
* [Enhancement] - Improve `currency` router docs and examples (#6045)
* currency search
* reference rates
* historical price
* static assets
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* display warnings based on preference (#6051)
* [Enhancement] - Improve `crypto` router docs and examples (#6048)
* crypto search add validation for '-'-separated pairs
* set default query value to None
* improve /crypto description with custom examples
* improve /crypto/price/historical description with custom examples
* updated static for crypto menu
* ignore line too long
* linting
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Final Implementation of Changelog V2 (#6050)
* Updated the release drafter to process the released changelog for OpenBB Platform
* Update release drafter configuration
* Add OpenBB Documentation Changes and Create Release
* Update process_changelog.py path in draft-release.yml
* Update release-drafter version and save changelog
* Copy changelog with python
* Update draft-release.yml to save Changelog
* Update draft-release.yml
* Encode and save Changelog to Base64
* Update Changelog saving method
* Update Changelog format
* Update CHANGELOG.md with release notes
* Fix draft release workflow
* Add cat command to print CHANGELOG.md
* Add platform-drafter.yml and update release-drafter.yml and draft-release.yml
* Commented out config-name in release-drafter step
* Update branch name validation and process_changelog.py
* Refactor process_changelog.py to improve readability and maintainability
* Refactor process_changelog.py to handle file I/O errors and remove duplicate PR entries
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* improve discriminator logic, fix package return type docs (#6052)
* improve discriminator logic, fix package return type docs
* Update registry_map.py
* build package
* Update registry_map.py
* defaults
* Update registry_map.py
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Add LLM tools example notebook (#6053)
* Add LLM tools example notebook
* Update README, rename example notebook
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Remove the preference (#6055)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Standardise multiple symbols input (#6056)
* feat: remove list of str
* fix: update cpi
* package builder + cpi
* build
* fix: update unittests
* fix: check_item
* fix: unittests
* Improve the docstrings (#6057)
* update economy router docstrings (#6058)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fix OECD Long Term Interest Rate (#6060)
* fix long term interest rate
* pylint unused argument
* [Bugfix] - Fix economic calendar country (#6059)
* fix economic calendar country
* lint
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [HotFix] Index Router Docstrings & `sp500_multiples()` Cleanup (#6063)
* sp500 multiples cleanup
* remove dict from standard model
* static pacakge
* pylint
* [Feature] FMP Current Holdings (#6043)
* add fmp current holdings to etf holdings
* pylint unused argument
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Replace symbols in company/news (#6061)
* feat: replace symbols in /news
* fix: integration tests
* fix: integration tests api
* fix: typo
* Update test_intrinio_fetchers.py
* [Enhancement] Add function examples to router. (#6042)
* options router
* fixedincome router
* futures router
* missing comma
* static assets
* futures router
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Enhancement] Add function examples to Regulators Router (#6054)
* options router
* fixedincome router
* futures router
* missing comma
* static assets
* futures router
* sec router
* cftc router
* black
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fix World News (#6064)
* fix fmp
* fix intrinio
* fix biztoc
* actually commit intrinio fix
* fix tiingo
* unused import
* fix tests
* black
* ruff
* benzinga empty strings
* codespell
* fix test?
* more empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - remove unused validators from standard models (#6067)
* update standard models
* lint
* Update USD Liquidity Example Notebook for V4 (#5902)
* Update USD Liquidity Example Notebook for V4
* delete some v3 text in the copperToGold
* Update README.md
* findSymbols preview image
* Google Colab preview image
* financialStatements preview
* content tsx file
* ### title
* convert tsx to json
* indent size
* double quote keys.json
* trailing commas
* Update content.json
* patch
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix QA Examples (#6072)
* [Feature] - Ensure Bugfix branches can only do PRs to `develop` branches (#6073)
* bugfix branch name checks and few fixes on the linting not to run on pushes to branches outside PRs
* Update branch naming guidelines link
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Feature/charting obbject (#5938)
* fix circular import issues on the obbject extension framework
* settings available on the obbject
* extension init
* charting assets and code
* introduce to_chart functionality
* removes the to_chart method from obbject in detriment of the one from the obbject extension
* Update openbb_platform/obbject_extensions/charting/charting/__init__.py
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* fix on the show method
* adding the example to the to_chart docstring
* copying the exsting README from charting extension - needs to be revamped
* moving to openbb_charting instead
* update the pyproject.toml file
* pydocstyle
* versions
* better docstrings
* making accessors public
* removing unnecessary credentials variable cc @montezdesousa
* removing access to extra/metadata and use designated private attrs instead
* Fixes linting for the logging service (#5992)
* lints
* typing.Type instead
* deprecating ChartingService to use the new extension instead - adding function discovery capabilities using it
* tests for the obbject charting extension
* removing charting service from command runner
* filter functions not implemented in the module
* remove charting service tests
* removing charting service on the tests for int tests
* charting integration tests
* removing charting service file
* removing old charting extension code
* revamp builder
* fix obbject tests
* fix command_runner tests
* removing openbb_figure_table
* better website docs
* reviewed readme
* unsetting api key for posthog (pywry) windows
* added debug_mode to the system settings
* removing api key
* update nightly script
* fix tests
* black
* black
* Revert "black"
This reverts commit 21d76ad689.
* Revert "black"
This reverts commit 0904653fd7.
* black for henrique
* returning a list instead
* better docstrings
* removing unnecessary indicators docstring
* typo
* black
* intentional access to protected member
* changes to publish script
* filtering deleted files
* black
* adding render argument
* fixing the df_to_basemodel function: it should include the index in the columns either if flagged or if the index is named
* adding the hability to add you own data to to_chart method
* tests
* black
* disable protected access
* accept kwargs to eg. save image
* adjustment cc Igor
* add if statement for protection
* remove unused return typing
* fix technical charting views
* better error message cc @IgorWounds
* better structure and fix test
* Revert "better structure and fix test"
This reverts commit 612ea6117c.
* Revert "better error message cc @IgorWounds"
This reverts commit 3d7ee53878.
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Fix CAPM example (#6075)
* Start removing dead v3 commands for deprecation (#6070)
* Yeet tokenterminal
* Yeet crypto/onchain/hr and gwei
* yeet luna
* yeet coinglass
* yeet dps/ctb
* yeet reddit
* yeet covid
* actually not yeeting
hide yfinance future warning
* yeet options/hedge
* not yeeting. i18n words
* something happened on accident
* still fixing
* git reset/git checkout -f 2516cfbc72 website/content
* still not sure whats going on
* Edit workflow to not look at deleted files + change bootup message
* Dont pin the workflow to my branch always lol
* Remove askobb
* [Feature] - Comma separated string and list inputs (#6062)
* feat: balancesheet
* feat: income statement
* fix: cash flow statement
* feat: financial ratios
* feat: reported financials
* feat: revenue business line
* feat: revenue per geography
* fix: warnings
* Update balance_sheet.py
* fix: remove warning imports
* feat: balance sheet growth
* feat: calendar ipo
* feat: cashflow growth
* feat: __validators__
* fix: typing
* fix: validator msg
* feat: trailing dividend_yield
* feat: short volume
* feat: share statistics
* feat: price target + consensus
* fix: update validator
* feat: historical dividends
* feat: key executives
* fix: getattr directly
* fix: type hint validator
* fix: add default to getattr
* typo
* feat: otc
* feat: options chains
* fix: remove list validators
* feat: add validator dict to fetchers
* lint
* update standard models
* lint
* feat: rename validator
* fix: ownership
* feat: query params description
* fix: balance yfinance
* key execs, income statement
* remove change
* fix: revenue geographic
* fix: disable pylint
* fix: unusual + balance
* unit test validator
* minor fix
* explicit validators
* update test
* feat: multiple items allowed
* rebuild
* move check_single_value
* crypto historical
* order providers
* fix typing
* rename extra dict
* marking multiple items allowed
* Revert "marking multiple items allowed"
This reverts commit 7da04817e1.
* error msg
* fix: default provider runtime vs configuration
* minor fix
* docstring
* revert default changes
* get provider before executing cmd
* fix container bug
* clean filter
* add comment
* prevent bad defaults
* update docstring
* typing
* fix
* black
* fix docstring generation
* [Feature] - Mark multiple item fetchers (#6074)
* feat: price target
* bezinga company news
* equity quote
* marking multiple items allowed
* more multiple items
* black
* rebuild
* another batch
* rebuild
* another
* cpi
* move prop
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* rename var
* update msg
* rename func
* fix test
* mypy
* ruff
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* [Feature] Add Regional Data Endpoint from FRED (#6071)
* add regional data endpoint from FRED
* codespell
* ruff
* sort imports
* add provder='fred' to integration test
* thought I already sorted those imports..
* pylint..
* more test params....
* even more test params...
* even more test params....
* static assets
* reconfigure params
* ruff
* alias dict
* recapture cassette
* router doctstring
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] - Fix most integration tests (#6082)
* Fix most integration tests
* Lint
* Fix price_target column for Benzinga (#6083)
* Release/4.1.4 (#6081)
* static assets
* patch version increase
* core update
* bumping versions
* bump finviz version
* bump versions
* bump versions on package.extension
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add dates to /quantitative as needed. (#6078)
* Add dates to /quantitative as needed.
Run new black
* Fix tests
* Pycharm is weird sometimes
* uncommit
* Add default window + error handling + mistake
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] Add end point: `etf.equity_exposure()` with FMP provider (#6079)
* add etf.equity_exposure from FMP
* empty data error
* recapture cassette
* pylint unused argument
* Fix router example typo
* fix test...?
* static file to fix test?
* fix test..?
* __json_schema_extra__
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix Equity Integration Tests (#6086)
* fix equity integration tests
* black
* pylint
* black
* black
* move df_apply to helpers
* unused import
* remove file that shouldn't have been added
* oops. didn't remove a couple lines
* [Enhancement] Add `analyst_search` to the Equity/Estimates Router (#6088)
* standardize price_target
* add analyst search
* black
* more black
* ruff
* linter, test parmas
* last missing param
* get rid of convert to upper
* ruff
* pylint
* [BugFix] - Fix POST docstring examples (#6095)
* Fix POST docstring examples.
* Move router examples to command decorator
* [BugFix] Fix `treasury_rates()` (#6092)
* fix treasury_rates
* drop rows with no data
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* clean up the remains from my yeeting (#6089)
* clean up the remains from my yeeting
* was not careful
* Add ETF examples (#6102)
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* [BugFix] Fix integration tests (#6100)
* fix int tests
* fix obbject int tests
* fix quant tests
* fix index tests
* use python 3.10 instead
* remove cache
* end_date < start_date
* [Enhancement]: Add TMX data provider extension. (#5913)
* dev install
* add TMX provider extension
* normalize ytm and coupopn_rate values
* black
* codespell
* ruff
* black again
* pylint
* ftw
* undo what Pylint thinks is best
* more black
* renovate insider_trading standard model
* fix tests
* typo
* tests
* empty string
* pylint unused argument
* nans for some reason
* black
* static files
* static files with openbb-tmx installed this time
* yfinance TypeError..?
* NA -> N/A
* update for version bump
* list exchange-calendars as tmx dependency
* eod chains date -> eod_date
* new line
* not that file
* more black
* one more black
* fix weird merge thing
* ruff
* index constituents params
* insider trading
* fixing things
* black
* black AGAIN
* news integration params
* the other missing param
* ruff
* historical dividends field update
* add json_schema_extra
* gainers
* symbols -> symbol
* company news symbol
* unit test param
* review items
* wrangle a rogue field
* index router example
* company news thing - symbols -> symbol
* field name map
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - OBB.GET (#6097)
* create OBB.GET and data slicer page
* remove quotes
* format description
* wording
* functions.json
* sidebar position
* remove if stamente
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanov…
* bump version (#6576)
* Release openbb-econometrics 1.4.0 (#6605)
Update econometrics package dependencies based on develop branch
* rebuild static
* merge artifact
* [Release] Release 4.3.2 (#6658)
* fix reset_index erasing the name of the column (#6619)
* update aiohttp for dependabot (#6621)
* [BugFix] Fix Pandas FutureWarning In `derivatives.futures.curve` Chart (#6626)
* fix Pandas FutureWarning in derivatives.futures.curve
* black
* [BugFix] `obb.news.world` Add Validators To Providers Where Symbol Is Mandatory (#6625)
* add validators to enforce mandatory symbols in providers where required
* linter
* fmp 3.9 test cassette
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* data.__fields__ is deprecated - use data.model_fields instead (#6629)
* Docs fix spelling issues (#6634)
* fix README.md
* fix README.md
* fix examples.md
* fix CONTRIBUTING.md
* Update README.md
* [BugFix] Replace `Optional[bool]` with `bool` as type in Equity Search (#6633)
* replace optiona[bool] with bool as type
* one more
* test cassettes
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] Add BLS Provider Extension With Endpoints For Search and Time Series (#6630)
* add bls provider extension
* null is returned as '-'
* codespell
* mypy
* missed colon
* more linting
* more lint
* missing charting api test
* handle months starting with Q
* too many branches
* make annual_average False by default
* review items
* example notebook updates (#6639)
* fix output of yfinance.download Date for Colab (#6645)
* capitalize economic indicator symbols before pairing with country (#6642)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] Add CFTC Provider and Replace Nasdaq Datalink For COT Reports (#6643)
* add cftc provider and replace nasdaq for COT Reports
* linters
* more linting
* grammar police
* mock all url params in test cassette
* record test cassettes with no 6901app_token
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* add trust_env to ClientSession initialization to mimic proxy behaviour of requests library (#6640)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* adding extra presets (#6623)
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Release] Patch: `openbb-yfinance-1.3.2` (#6647)
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantita…
* start version bumps and open draft PR
* merge artifacts
* version bumps
* too-many-positional-arguments
* core 1.3.4
* start release pr
* rest of the changes
* ruff
* openbb release v4.3.5
* exclude text file that shouldn't have been added to commit
* update openbb-core definition in the installer bundle files
* Update dev_install.py
Remove --no-update from dev_install.py for Poetry V2
* start release and open draft PR
* extensions and providers
* update frontend-components lock
* rest of the release files
* deprecate functions
* unreachable code
* [Release] OpenBB V4.4.1 (#7052)
* [Release] Merge 4.4.0 Release From Main Into Develop (#7027)
* add snowflake integration video (#6339)
* [HotFix] Fix broken URLs in docs page. (#6368)
* Fix broken URLs
* use full URL to other docs pages.
* [Release] 4.2.0 (#6422)
* [Docs] Remove Reference to `to_chart` in OBBject. (#6096)
* remove reference to to_chart in OBBject.
* put chart description back in OBBject properties
* [Feature] - Create openbb assets folder (#6101)
* create openbb assets folder
* fix unittest
* rebuild
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Fixes to_df() where the date series contains multiple TZ-offsets. (#6099)
* allow mixed utc offset in a tz-aware date column
* enforce ascending from all providers for price.historical
* fix tests
* add comments and apply treatment to basemodel_from_df before JSON output
* yfinance consistency
* add unit test
* add unit test
* better test
* ruff
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Update the quantitative extension to make more sense (#6087)
* Split out a rolling submenu for the rolling functions
* Make a performance and a stats submenu.
* Test the statistics functions
* lint
* lint
* dupe test
* pylint
* ruff
* Try tests quick
* black magic signature funcs
* fix my custom tests
* Fix the existing imports/urls
* push the api update
* okay I figured out whats going on
* this should be all of them
* Correct docstringing examples
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [BugFix] Fix ECB Yield Curve (#6108)
* fix ecb yield curve
* standard model update
* Update unit-test workflow to check for changes to openbb_platform (#6109)
* [Bug fix] - Fix package mypy (#6110)
* fix: package mypy
* types
* black
* [Feature] - Equity router descriptions & examples (#6103)
* feat: equity/calendar
* feat: compare router
* fix descriptions
* darkpool + discovery
* fix paragraph issues
* fix descriptions
* fundamental part 1
* fundamental part2
* transcipts
* ownership
* fix
* price
* shorts
* Update darkpool_router.py
* minor fix
* shorts examples
* examples
* ruff
* black
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Feature] - Add `exception_handler` decorator to static (#6112)
* add exception handler decorator
* add exception handler decorator code
* updated static
* rebuild to fix docstring indentation
---------
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* update extensions list (#6114)
* add missing field descriptions to yfinance equity price historical (#6116)
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* remove charting extension env var (#6118)
* [BugFix] Fix Company News (#6111)
* fix company news
* update tests
* multiple symbols for polygon
* don't include pageSize in Benzinga querystring, fixed as 100
* remove extra space
* black
* unused imports
* make benzinga test cassette smaller
* missing params
* clear empty strings
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [BugFix] Allow Multiple Symbols in `equity.fundamental.metrics()` from `yfinance` (#6124)
* allow multiple symbols in key_metrics from yfinance
* field order thing
* remove unnecessary function (#6125)
* [Docs] Update OpenBB Copilot docs (#6106)
* WIP: Tweak description.
* WIP: Experimenting with react-player
* WIP: Add copilot docs.
* fixes videos width/height
* WIP: Refine videos and copy.
* WIP: Add last videos and sections.
* Add bring-your-own-copilot section.
* Tweak grammar.
* Add copilot link.
* Fix typos.
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* [Enhancement] Add Previous Close to DATA_DESCRIPTIONS (#6120)
* add data description for previous close
* ..just the one
* update the model tripped by this change
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* added australia as a country also (#6131)
* [Bug fix] - Fix regulator cik map standard model (#6129)
* Fix regulator cik map standard model
* fix description
* Update cik_map.py
* increase timeout to 30 (#6115)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* clean up some v3 deps (#6105)
* clean up some v3 deps
* forgot we need to do the requirements txt files
* not sure it matters, but run ruff + black
* am addicted to bug fixes
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Bug fix] - explicit multiple items docstring (#6127)
* explicit multiple items docstring
* rebuiild
* rebuild again
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* [Feature] Pretty Pydantic `ValidationError` exceptions (#6130)
* fix validator in fmp IndexHistorical model
* make ValidationError pretty
* modify arg error
* linting fmp IndexHistorical
* black
* remove unused code
* tmx etf info (#6132)
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
* [Feature] - Platform V4 Markdown Generator V2 (#6094)
* add recent `openapi.json`
* fix data types in models
* removed `openapi.json`
* set default date value as None in PolygonCurrencyPairs class
* add function to generate reference.json file
* reworked function to improve readability
* reword function to add seo metadata
* add functions for creating markdown sections
* add code to extract data card markdown title
* add additional functions for generating index and data models file
* extract first sentence of the description for cards
* code cleanup and documentation
* linting
* linting polygon models
* add openbb import statement in create_reference_markdown_examples function
* add POST method functions
* cleanup; reworked generate_reference_index_files function
* moved development section to 7th position in the sidebar
* fix POST function params default value
add standard flag to QueryParams and Data fields
cleanup
* add type expansion from package_builder.MethodDefinition
* sort data models cards alphabetically
make printing less verbose
* make MAX_CARDS global
display less content in cards in Commannds section
* cleanup
* Remove '_' from the cards under Commands section
* " to ' in econometrics/causality
* replace ' with " in ReferenceCard for reference dir index files
* remove extra . from the quantile function description
* shoutout to @deeleeramone for finding POST method description bug!
* set correct value for standard field
* handle BaseModel types in provider data fields
* unit tests for the platform markdown generator v2
* yeet 'Default' and 'Optional' columns in the 'Data' section
* last minute bug fix
* add info for multiple symbols
* make multiple items info same as platform static
* organize sections properly
* sort reference sub-directories alphabetically
* extra space in 'OBBject extra' description
* add type expansion for fields with multiple items
POST method cleanup
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* [Docs] Adds Example Notebook for the Implied Earnings Move (#6128)
* adds example notebook for the implied earnings move
* remove commented out line
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [Feature] - Sync with new openapi.json (#6137)
* feat: create data tabs
* fix: uncomment
* fix: remove unecessary comment
* sort side bar
* comment
* uncomment
* use .dev functions.json + clean traverse
* fix futures example
* fix example
* point to .co
* Fix the v3 markdown generation workflow (#6138)
* fix workflow
* debug time
* see if the docs generate at least
* ahhhh i found it
* getting there
* put the test first
* some keys cleanup
* small change to error message
* update functions.json (#6140)
* fix intraday check in charting ta_class (#6119)
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* [BugFix] Display EconDB as source for macro (#6143)
* [BugFix] Disable Intrinio `InstitutionalOwnership` model (#6142)
* disable fetcher in init and fetcher tests
* disable provider test params from equity python and api tests
* updated static
* add more examples into findSymbols (#6139)
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* [BugFix] Fix SEC ETF Holdings Parsing Exception (#6121)
* fix etf holdings
* linting
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/update xl docs (#6145)
* remove print
* update obb.get docs
* example
* md lint
* fix get reference (#6147)
* [BugFix] Filter OECD data using `start_date` and `end_date` parameters (#6144)
* move constant dicts to constants.py
filter by start_date and end_date
* black
* black again again
* Merge 'main' into 'develop' (#6151)
* Release/3.2.4 (#5696)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* 3.2.3->3.2.4
* Changelogs
* new changelog
---------
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
* Release/4.0.1 (#5840)
* test
* ultima description (#5541)
* Updating showcase page (#5543)
* updating showcase page
* use sdk instead
* add new bot command autopost docs (#5530)
add new bot command autopost docs to docs.openbb.co
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Hotfix/ultima improvements (#5553)
* tweaks for monetization
* fix linting issue
* fix: Modify 'load' behavior to append data to existing sheet (#5503)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Fixed 'worksheet not found' error during export to an existing sheet
* Changes:
* Now if the sheet exists in the xlsx file it will ask the user if he
wants to replace/append/create new sheet
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* added platform API integration test to Nightly build (#5571)
* Add columns to `stocks/search` (#5565)
* Add columns to `stocks/search`
isin, cusip, figi, composite_figi, shareclass_figi
* Update test_search[False].txt
* Update test_search[True].txt
* Delete tests/openbb_terminal/stocks/cassettes/test_stocks_helper/test_search.yaml
* Create test_search.yaml
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* updating ultima urls (#5587)
* fix: A value is trying to be set on a copy of a slice from a DataFrame #5582 (#5591)
* Update README.md (#5598)
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* fix docs (#5646)
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update settings.md (#5665)
* fix front matter (#5667)
* #5633 adding comma every 1000 (#5652)
* #5633 adding comma every 1000
* pylint
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Hotfix/reports model render report sanitize inputs (#5669)
* Adding more robust special character handling to create_output_path(). Addresses https://github.com/OpenBB-finance/OpenBBTerminal/issues/5299
* Running black linter on code to conform to OBB style guides.
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* hotfix/fix-gov-histcont: Fix#5650 - /stocks/gov/histcont (#5676)
* fix histcont
* some cleanup
* remove sort line
* 12-31 not 12-12
* columns_keep_types
* remove space in regex (#5675)
* Pin openai (#5685)
* Clarified stocks/ta empty recom object message (#5468)
* Clarified stocks/ta empty recom object message
* black
* lint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* improved market cap value extraction (#5169)
* improved market cap value extraction
* pylint
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Release/3.2.4 (#5704)
* 3.2.3->3.2.4
* Changelogs
* new changelog
* OpenBB Platform v4 (#5225)
* change location
* check something
* add cache
* fixed auth w/@IgorWounds and @montezdesousa
* fixes for econometrics
* include Darren auth suggestions
* some routers included if dev + chg hub backend var
* coverage router should not be here
* update docker readme
* forgot to check auth here
* Change extension imports
* update docstrings and readme
* headers function wasnt being called, just referenced
* relative import
* econometrics add headers everywhere
* Fix QA
* Fix TA
* Fix test
* Fix python interface QA and TA
* Lint
* Cleanup
* Change path
* make the changes and some etf models
* tests for command_runner
* ruff
* solving naming issues on pytest
* Update some docstrings, fix typos and lint
* solving econometrics instantiating wrong openbb
* chaging the way pytest runs
* messing around with the imports
* ruff
* Change template to add platform considerations (#5533)
* change template to add platform considerations
* @the-praxs suggestions
* solving __pycache__ issue
* removing typo
* ci yml
* making linters happy (i guess)
* Improve Omega Ratio and docstrings
* chaging pro validation hash
* ruff
* Fix OLS Summary and lint
* Add OECD Provider for economy extension (#5534)
* Add record to docs
* update a couple of cboe models
* Fix econometrics bugs. Make tests pass. Lint.
* black
* ruff
* pydantic v2: remove deprecated Extra
* pydantic v2: self.dict -> self.model_dump
* revert pydantic
* revert the revert
* try 1: pin urllib3 < 2
* Revert "try 1: pin urllib3 < 2"
This reverts commit 3736c311cb.
* Revert dep
* Fix
* re-lock
* Skip all tests when doing cspell in pre-commit
* Resolve linter errors
* Add OECD to install script
* Add OECD
* Resolve more linter errors
* Exclude static files of v4 python from ruff
* More linting
* Another attempt to resolve even more linting errors
* Change how Literal is used
* ticker. symbol. consistent. @piiq
* change ticker field in Stock Search to is_symbol
* Update Cboe model for stocks_search -> is_symbol parameter.
* Fix issue
* Lint
* Small QA to rename SDK to Platform (#5544)
* SDK -> Platform in docs
* renamed in core
* renamed in openbb `init`
* `sdk` variable renamed as `platform`
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* `validator` -> `field_validator` in standard models
* Standard convention for multi-ticker symbols (#5549)
* standardize symbol input param in forex and crypto historical data
* static
* linting
* Fix stock_search integration test params
* Update dependencies and linting on the CI (#5550)
* Remove ruff and black from platform dependencies
* Update codespell configuration
* Lint python code
* Add toml and tomli to root dev dependencies
* Update requirements.txt files
* Fix buggy docstring in python package methods (#5548)
* fix buggy docstring for methods
* remove space
* fix typing
* avoid name collision with validator
* Revert "avoid name collision with validator"
This reverts commit 8a30a44555.
* typing
* rebuild
* python 3.8, ParamSpec not available
* lint
* ruff noqa
* Merge with develop (#5551)
* Charting extension integration tests (#5547)
* initial proposal for integration tests on the charting extension
* int tests for charting generation
* python generator
* ruff
* boilerplate templates
* python tests
* tests for the api
* using body instead so data don't get redefined
* unit tests for coverage
* ruff
* docstrings
* unnecessary access to keys()
* Add trading economics economic calendar
* dev install
* Data Models disposition on the website (#5538)
* pydantic v4
* flat structure
* md files
* Revert "md files"
This reverts commit bd2170e2ad.
* improve command descriptions
* nice title and description
* human readble data model names on left panel
* implementation details section
* content markdown files
* markdown versioned files
* showcase page
* updates
---------
Co-authored-by: tehcoderer <me@tehcoderer.com>
* everything except tests
* fix `datetime.date` import in fetcher test
* modified url to remove `api_key` placeholder
* record test
* api key is called c here
* fixed fetcher test for api key
* recorded tests
* refactor
* life is ruff
* codespell
* Make Intrinio options chains great again (#5540)
* add multithreading
* cleanup
* linting
* use dateutil.parser
* removed `TICKER_EXCEPTIONS`
* modified `date` and `type` fields in standard model
* set alias for `date` and `type` to match standards
* static
* static
* Hotfix/fix post tests (#5555)
* Fix econometrics
* Fix ta
* Fix qa. Remove intrinio to not be rate limited
* Lint
* Fix typo
* obbject tests (#5558)
* obbject tests
* ruff
* fix dev_install
* fix unittests
* black on nox
* black on nox
* nox
* fix fetcher test so it can compare dates
* fix intrinio tests
* ruff
* change to model_dum() instead (#5561)
* Passing tests (#5560)
* Passing tests
* fix options
* Fix most tests and bugs
* fix forex missing params
* make symbol upper in polygon fx pairs
* fix fixedincome integration tests (#5564)
* Fixing charting api integration tests (#5562)
* fixing charting api integration tests
* black
* fix stocks less five API fails
* fix the 5 failing stocks integration tests
* recapture fmp stock news unit test
* fix fmp forex api test
* couple more forex integration fixes
* changing the request to always use the legacy session. @jmaslek this is was broken for 3.8 and 3.9; with this change apparently all versions work - lemme know if you see any issue with this change
* ruff
* fix ta
* add missing param
* fix testers for the api
* fix globalnews to use images instead of image
* remove unncessary pandas import
* econcal int tests
* update gitignore
* fix get_querystring to support lists
* add missing parameters
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
* Stock Historical standardization and UX improvements (#5457)
* polygon add interval standard param
* attempt at standardization
* Alpha Vantage params standardization
* rename `get_intervals` and fixed bug for extracting wrong value
* missed changing it in `extract_data`
* linting
* polygon cleanup
* modified `start_date` & `end_date` type to `datetime` from `dateType`
* standardized intrinio stock historical params
* fixed yfinance
* linting
* revert start and end date to dateType from datetime
* fix alpha vantage
* changed param
* fix intrinio infinite loop
* `validator` is `field_validator`
* revert time params and fixed intervals
* `outputsize` alias set in `Field`
* set interval description using in-build dict
* yfinance stock param standardization
* static
* intrinio cleanup
* Polygon add api params as `PrivateAttr`
* modified yfinance params to `PrivateAttr`
* intrinio remove overriding date params
* fixed description for AV adjusted param
* fix alpha vantage intraday not working
* re-record and pass unit tests
* pass integration tests
* Update test
---------
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
* Fix econcal endpoint (#5567)
* fix econcal for python interface
* fix econcal tests
* fix non supported json output
* Fixes FMP index endpoint to get 1 day interval data (#5535)
* fix FMP endpoint for getting index data for `1day` interval
* fix `open` type to prevent validation error
* modifed `validator` to `field_validator`
* type of fields is `StrictFloat`
* re-record and pass test
* linting
* `validator` -> `field_validator`, a3'd everything
* Fix regression in tests. Lint
* updating the integration test actions
* Fix typo
* Fix typo
* Fix import
* Publish versions `a3` to Pypi (#5568)
* bump versions and script to publish
* small improvements
* uncomment exception
* openbb
* publishing guidelines
* improve docs
* add providers to economy api
* make symbol required in stock_quote
* Fix keys
* Fix oecd
* add comma
* revert
* Add quotes
* Sleep
* Improve tests
* Improve
* Feature/query transform (#5566)
* inject query into transform_data
* swap query and data
* update missing fetchers
* last test failing
* sig test fetcher
* black
* av add `query` to `transform_data` call
* transform_data: missing refactoring
* fix uvicorn command in the doc
* Automated examples (#5576)
* Automated examples
* Fix bug
* Lint
* static assets built on 3.8
* Revert "static assets built on 3.8"
This reverts commit fb82ff7bd9.
* remove assets
* static assets on 3.8
* static assets on 3.8
* Wrap in quotes
* Improve wrap
* minor fix
* rebuild 3.8
* Fix bug
* Fix edge case
* Lint
* rebuild
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
* use SecretStr for sensitive fields (#5578)
* use SecretStr for sensitive fields
* fix
* docstring
* Add tests for provider (#5583)
* Add tests for provider
* Test standard models
* Lint
* Fix standard model issues.
Co-authored-by: @the-praxs
* linting
* `symbol` -> `is_symbol` in `economy.index_search`
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* feature/v4-biztoc-provider: Adds Biztoc provider and GlobalNews (#5546)
* add biztoc provider
* duplicate field
* black
* request headers
* recapture test
* move stuff around
* add integration tests
* duplicate OECD entry in dev_install
* duplicate entry for oecd in pyproject.toml
* Add Biztoc to workflow
* update readme: credentials
* Add Preferences to README
* improve tests
* fix biztoc
* obbject pylint
* Bug fix: serializ SecretStr before dumping to json
* export credentials as json (#5592)
* Check for wrong, changed, or outdated params. (#5597)
* Improving `economy.cpi` for the FRED data (#5602)
* remove multiindex using coding magic
* Update field descriptions
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Improve error message.
* Improve
* Test tests (#5607)
* Test tests
* Add test
* 4.0.0a4 PyPI publishing (#5608)
* changes to publish
* fix mini conflict
* typo
* cleaned `descriptions.py`
* fix description in `cpi.py`
* Add ETF extension to v4 (#5609)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add ETF historical price from yfinance (#5610)
* Add etf extension with search data model
* Add FMP ETF search
* Add fetcher tests
* Add etf historical price standard model and route
* Add etf historical data from yfinance
* Add unit tests
* Fix linter error. Organize imports
* Update test data
* Revert common descriptions erased by CPI PR
* remove `symbol` from data for `stocks.ca.peers`
* Test docstrings (#5613)
* Test docstrings
* fix minor bugs w/@IgorWounds
* static only w/@IgorWounds
* fix `importance` param in `economy.econcal`
* right static only w/@IgorWounds
* Fix econcal and add tests to noxfile
* fix econcal static
* re-record
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Clean up the newly created ETF extension (#5611)
* Add ETF to dev_install bundle
* Add integration tests for openbb-etf
* Patch integration test generator scripts to produce lintable code
* Add py.typed markers for extensions
* user preferences descriptions (#5593)
* user preferences descriptions
* typo
* Feature/v4-sec-provider: Add SEC provider to V4 (#5556)
* coerce string type, add default=None
* add sec provider and FTD function
* update description
* ruff
* data model definitions in standard model already
* duplicate oecd entries in dev_install and pyproject
* actually commit
* integration test
* add stock search to SEC
* add company filings for SEC provider
* integration tests
* remove duplicated line
* ruff
* **kwargs in Transform Data
* some helper functions for later
* black
* add helper for mutual fund and etf lookup
* add some SEC lookup helpers to a new regulators extension
* black
* ruff
* fix test param
* take institution filter out of sec stock_search
* ruff
* remove URL that codespell doesn't like
* add cik-to-ticker map
* add litigations rss feed
* make openbb-regulators a dependency of openbb-sec
* add SIC search
* improve ftd and remove BeautifulSoup from SEC dependencies
* fix parsing the zip files pre-2009
* ruff
* update descriptions
* recapture ftd test
* tests params
* typo
* change limit param to 1 in test_sec_stock_ftd
* Add didiers to_records method (#5588)
* Add didiers to_records
* unused import
* Bring back polars + do what igor suggested
* Make the output consistent with what it was.
* Black ?
* spelling. oops. almost like we have a pre commit or something
* Feature/v4-price-performance: % returns for various horizons, comparable across multiple tickers. (#5618)
* coerce string type, add default=None
* add price_performance endpoint from FMP
* black
* extra period in docstring
* ruff
* forgot one file
* Feature/ipo-calendar: V4 IPO Calendar (#5605)
* coerce string type, add default=None
* add intrinio ipo calendar
* fix typo
* sort __init__
* fix description
* make requested changes
* update test params
* black
* test updates
* etf integration
* Add disc router and WSJ provider
* OBBject extensions (#5612)
* changes to core
* bug?
* docstring
* doc
* Update credentials.py
* fix model_dump
* create extensions
* fix docstring
* doc
* revert change query_exc
* doc
* fix container test
* redirect obbject test patch
* doc
* rename method
* move decorator to extension file
* rename method extend_obbject
* changes in creds model
* avoid credential racing
* doc
* rename prop
* doc
* doc
* remove comment
* comment some code
* free extension names
* docstring
* doc
* docs
* Hotfix/fix-v4-economic-calendar: Add FMP to Econ Calendar and fix some TE bugs (#5580)
* coerce string type, add default=None
* adds fmp to economic calendar and fixes some things with TE
* ruff
* etf integration test
* missing provider for test
* rename te cassette to economic_calendar
* fix test
* rename tests
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Add stocks disc endpoints (#5630)
* Add stocks disc endpoints
* Explicit
* Lint
* Add tests
* Bump timeout
* Feature/disc router (#5616)
* Add disc router and WSJ provider
* Lint
* Lint
* Move endpoints under ETF router
* Update etf_performance.py
* Add ETF info and sector exposure from FMP (#5620)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Fix linter errors after the merge
* Fix more linter errors
* Fix failing and add missing tests
* Fix integration tests
* Fix calendar ipo tests
* Add ETF holdings and holding report dates from FMP (#5629)
* Add ETF info from FMP
* Add integration tests
* Add unit tests
* Add etf sectors endpoint
* Add etf sectors fmp endpoint
* Omit nested sector list from fmp info data
* Update tests and test data
* Update test data
* Specify provider explicitly in integration tests
* Update tests
* Skip yfinance etf historical test
* Add etf holdings and holdings date routes and standard models
* Add fmp holdings and holding dates fetchers
* Update holdings fetcher to properly handle date object inputs
* Add unit tests
* Add integration tests
* Black after merge
* Fix test input data format
* Disc router for equities. (#5640)
* Disc router for equities.
* add tests
* Bug fixes in financial statements (#5537)
* `validator` to `field_validator` in standard models
* Polygon add `ttm` to `period` param
* Revert "Polygon add `ttm` to `period` param"
* Polygon add `ttm` to param `period`
* `EarningsCallTranscript` standard model removed `quarter` param
* use `tag` instead of `name` for correct field name
* fix url for intrinio income statement
* modified intrinio cash flow `transform_data` function
* set optional data fields and validate dates
* fix insider trading not fetching recent data
* linting
* refactoring
* refactoring
* set param alias in fmp stock insider provider model
* get all quarter data for intrinio
* add `limit` param to `stocks.fa.ins`
* refactoring and linting
* removed additional comment
* linting
* re-recorded and fix tests
* cash flow standard model field type to `StrictFloat`
* Intrinio cash flow model fixed to get all quarters' data
* linting
* refactoring
* financial statement standard model field type to `StrictFloat`
* Intrinio financial statement model get all quarter data
* set `period` type to `Optional[str]`
* add `period` param to balance sheet provider models
* add `period` param to cash flow provider models
* use alias in model dump
* remove `ttm` from `period` param
* revamped intrinio financials
* fixed incorrect description for `limit` param
* modified tests for `balance`, `cash` and `income`
* re-recorded tests
* skipped intrinio financial statement fetcher tests
* Add ETF county weighting command with FMP data (#5645)
* Remove code that wrongfully infers the filing date as end of quarter
* Add etf countries command with fmp data
* Add countries command to etf router
* Update sector and country weighting fmp models
* Fix docstring typo
* Add unit tests and update mock data
* Add integration tests for etf.countries
* Bring back missing integration tests
* Fix economic calendar integration tests
* fix missing data in intrinio financials
* removed inutile params from Polygon financial statement models
* Intrinio IPO overhaul
* tests fixed and re-recorded
* Add ETF holdings performance with FMP data (#5659)
* Add etf holdings performance endpoint
* Add tests
* Fix failing polygon fetcher tests
* Split long holdings lists into chunks and update test data
* Change chunk length to 500 tickers
* Add stock search from FMP (#5642)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Feature/v4 pypi (#5579)
* improvements to the publish script
* move scripts
* initial script that builds the package
* adjustments on the docs
* test pypi workflow
* add hour and minute to version
* black
* ruff
* duplicate file
* moving files instead
* build throught the script instead
* update nox file
* integration tests workflow
* change workflow
* fix dev_install
* fix in sed cmd
* testing the platform only
* commenting out the publishing
* fix run commands
* improvements to the publish script and doc
* fix publish script
* updating the script and the workflow
* feature/v4-pypi nightly (#5589)
* init
* Update nightly.py
* cleanup
* init file
* not referencing dev_utils
* updating obb platform key
* revert
* Increase warmup time
* project name on pyproject and adding the --pre flag on readme
* moving to the build folder
* fix noxfile
* reflecting the moves on the import statements
* fix pyproject path
* ruff
* fix paths
* fix super typo
* update workflows
* moving the pypi terminal files into its folder
---------
Co-authored-by: teh_coderer <me@tehcoderer.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* economy.calendar nasdaq (#5628)
* add quandl econcal
* unittest
* add integration tests
* replace  
* fix bug TE importance
* small fix
* remove stuff from quandl
* add nasdaq provider
* add nasdaq to install files
* Update test_economy_api.py
* test
* quandl leftovers
* remove quandl econcal test
* lint
* replace  
* ruff
* lint
* update nasdaq gmt
* validate countries
* here
* no need for this
* fix calendar tests
* static
* static
* remove error
* static
* readme + website
* readme
* remove changes TE
* typo
* fix unittest
* fix tests
* Update __init__.py
* Update economic_calendar.py
* revamped model and added helpers for date range
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* Feature/v4-dividend-calendar: Adds Nasdaq dividend calendar and moves the command out of fundamental_analysis (#5672)
* add nasdaq dividend calendar and move out of fundamental_analysis
* black
* ruff
* add random-user-agent to pyproject.toml
* add nasdaq ipo calendar
* add nasdaq flag for SPO to IPO calendar
* add spo test param
* black
* dividend test
* fix transform_query - nasdaq_calendar_ipo
* bring back different headers for ipo calendar
* remove references to test
* Add disc endpoints (#5660)
* Add Quandl top retail
* Add tests
* Add Seeking Alpha
* Add Filings
* Change Provider
* Fix test
* Add dev_install
* static
* static correct
* y u forget me
* updated deps
* static
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* using dev install (#5673)
* Expanding the `fixedincome` menu (#5655)
* models and fetcher
* making the fetcher visible
* std model
* adding the command
* improvements to the models
* typo
* adding the command
* imrpovements to dwpcr
* standard model for ecb int rates
* adding the fetcher for fred
* standard model of ice bofa
* add ice_bofa command
* ruff
* ice bofa fetcher
* moody std model
* moody
* std model
* add cp command
* unused import
* cp
* spot
* ruff
* hqm
* tmc
* ffrmc
* tbffr
* ruff
* typing fixes
* buggy dates
* fred fetcher tests
* ruff
* adding ecb as a provider
* adding new provider related stuff
* adding the new command eu_ycvr
* models
* test for ecb fetcher
* Feature/v4 fixedincome int tests (#5661)
* integration tests
* happy ruff
* mini adjustment
* ruff
* typo
* verbose type
* fix tests
* docstrings everywhere and an happy pydocstyle
* fix tests
* Feature/user-cache-dir: Add User Preference for the Cache Directory (#5621)
* add user preference for storing cached data
* ruff
* fix tests?
* fix test key error..?
* etf integration test fix
* add cache dir to SEC
* black
* improve docs structure for V4 (#5586)
* improve docs structure for V4
* moving over changes
* Add Docs to the navbar
* add some, re-order sidebar
* fix sentence
* add docs install to source instructions
* insert a couple of links, fix a typo
* big terminal docs usage revamps
* improve toggle component for tutorials
* get rid of TOCs for all terminal docs for consistency and simplicity
* improve platform docs
* improve bot docs content structure
* remove index from bot docs
* improve ON THIS PAGE to only display TOC if at least 1 element
* make edit this page text and icon on same line
* add author and date to docs
* add basic syntax page to usage
* sidebar order for usage section
* move api start command to the top with the import python import
* some install page additions
* small improvement
* refactor routines section
* Update introduction-to-routines.md
* Update pipeline-of-commands.md
* Update introduction-to-routines.md
* Update routines-for-power-users.md
* Update community-routines.md
* update keyboard hotkey macros
* askobb page
* Update askobb-feature.md
* Update index.md
* Update index.md
* Update index.md
* Update index.md
* fix images
* remove HeadTitle from all files where it exist
* get rid of extra spacing in markdown
* small update
* small edit
* need index at the start because of main path when homepage of docs
* use openAI to create SEO for front matter on my behalf
* remove table of content from sdk page
* finish improving metadata SEO for SDK docs
* update duplicate header
* update HeadTitle to be more specific on product
* remove index from bot telegram reference
* delete duplicated title for platform reference
* another update
* Hotfix/econometrics export filename fix (#5508)
* fix: Modify 'load' behavior to append data to existing sheet
Details:
- Added logic to detect existing sheet and append data if present.
- There is no direct way to append on the sheet, so I am reading the sheet to get the last row number and then writing after that row number.
Resolves: #5472
* Added --export option for exporting to a desired file in /econometrics menu
* Added a -f/--file option to provide the filename for export.
Made -t/--type and -f/--file mutually exclusive.
If -f is not given, -t is required and the filename will be generated based on the time and module.
* Revert `helper_funcs.py` to original state
* Made some arguments not required.
* Minor changes asked by @deeleeramone
* No sheet name
* black
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* FIX#5600 Updated the Twitter logo to X logo (#5601)
* Change Ultima paragraph (#5624)
* change ultima paragraph
* remove old paragraph
* Update CONTRIBUTING.md (#5623)
* mobile line-brake fixed (#5604)
In the mobile view (media max 400px ), the text line "Installation >>" appears broken into smaller segments.
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* start PR so screenshots can get attached via GitHub website
* Update qa.md
* Docs/terminalpro and improvement (#5622)
* add first iteration of content for Terminal Pro
* Update index.md
* Update dashboards.md
* Update folders.md
* Update grouping.md
* Update report.md
* Update templates.md
* Update quick-start.md
* Update index.md
* Update index.md
* Update home.md
* Update news.md
* Update index.md
* Update index.md
* Update index.md
* Update data-provider.md
* Update chat-with-widget.md
* Update data-manipulation.md
* Update forecasting.md
* fix: images self closing tags
* fix: only pro visitors can see pro
* inter font
* improve SEO content and restructuring
* add new package for toggle on tutorials
* move folder around
* improve main page of each prod
* small updates and improvements
* fix logo above
* small improvement in headtitle for portfolio funcs
* fix typos from OpenAI's GPT-4
* fix _category_ json
* remove generic SEO words
* add script that generates SEO for documentation
* add missing file
* remove sdk warning message
* fix links for andrew
---------
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
* Add light blue banner, blue when clicking sidebar + fix link in docusaurus.config.js (#5627)
* typo
* pro docs tab coloring
* sidebar selection blue
* redirecting missing
* Update crypto introduction.md
* titles
* another title
* Update crypto dd.md
* Update defi.md
* Update disc.md
* Update nft.md
* Update onchain.md
* Update ov.md
* Update introduction.md
updates URL
* Update introduction.md
add HeadTitle
* Update ba.md
* Update comparison.md
* Update dark-pool-shorts.md
* Update disc.md
* fix docs (#5646)
* Update fa.md
* Update gov.md
* Update ins.md
* Update tradinghours.md
* Delete website/content/terminal/menus/stocks/options/screener.md
* Update Options introduction.md
* Update screener head title
* Update screener TOC
* Update econometrics.md
* Update economy head title
* Update etf.md
* codespell
* Fix the redirect for intro to the correct url for docs (#5658)
* fix the redirect for intro to the correct url for docs
* fix code linting
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
* Contributing guidelines (#5615)
* intro section
* what's expected sections
* improve sections
* improve sections and move how to add a data point
* moving qa under contributor
* better intro
* moving the sharing section
* better expectations
* small intro to the contributor guidelines
* moving things under the contributor section
* there is no pre commits on the platform yet
* dependency management
* best practices for extensions
* typo
* collapse options subfolder
* codespell
* Improve Pro documentation further (#5641)
* small improvement
* Fix TutorialVideo for mobile view
* main page terminal pro docs
* jose whelp
* placeholder index file that needs to be removed
* fix: fixes sidebar, removes unused index.md
* update link to api keys
* update api keys link
* fix hyperlinks in terminal helper
* fix a few more links
* fix some more links
* linter
* black linter
* improve main docs page for each product
* small refactor
* header to take to main page of product
* run OpenAI script to generate SEO for pro content
---------
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
* Update folders.md
* Update integrate-your-own-backend.md
* Update index.md
* Update fixedincome.md
* url
* Update forecast.md
* Update settings.md (#5665)
* Update forex.md
* fix front matter (#5667)
* Fix conflict markers that got into markdown during previous merges
* Fix front matter list formatting
* Fix typo
* small thing
* fix hyperlinks
* Update .codespell.ignore
* output_type options
* Architectural considerations
* Update sidebar to hide pro section by default
* Minor copy changes
* TET pattern
* import statements
* clarification on preferences
* Minor copy changes
* Lint markdown and python
* fix: open index on collapsible root elements
* remove old content
* options title
* Fix linting errors
* Refactor sidebar label to url mapping condition
---------
Co-authored-by: andrewkenreich <andrew.kenreich@gmail.com>
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Add multi-ticker support to etf_countries (#5670)
* add multi-ticker support to etf_countries
* remove commented-out lines
* normalized percent points
* percent -> percentage
* Fix Nasdaq Econ Calendar Fetcher (#5668)
* fix nasdaq econ cal request
* more html tags
* add random-user-agent to pyproject
* another edge case - 24H -> 00:00
* Feature/v4-unusual-options: Adds unusual options endpoint. (#5677)
* add unusual options fro Intrinio
* test params
* move sorting
* Change type
* update FMP fetcher to use the V4 endpoint (#5681)
* Fix price performance not parsed correctly when there is only 1 ticker (#5678)
* Add crypto search standard model and FMP data for it (#5679)
* Apply renaming to news data (#5684)
* inegration complete
* reformatted for black
* fix ruff issues
* revised integration
* changes to versions in pyproject.toml and updated lock files
* Rename models
* Update tests
* Fix typos here and there
* Update routers
* Apply rename to ultima
* Properly mock api key
* Mock ultima api key
---------
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
* Feature/v4-market-snapshots: Adds full market snapshots (#5473)
* add stocks market snapshots from fmp
* add fmp fetcher test
* unused imports
* add polygon to market_snapshots
* update fmp market_snapshots
* black
* pydantic2 things
* updates
* change validate_obj to model_validate
* polygon cleanup
* tests
* descriptions
* black
* data description
* minor adjustments, using less local variables, improving readability and removing pandas
* better structure
* minor adjustments
* lint
* fix int tests
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Add NBBO Quotes, with historical, to `obb.stocks.quote()` (#5617)
* coerce string type, add default=None
* add polygon stock quote
* limit cleanup
* add greater/less than to params
* limit param
* black
* tests
* fix tests
* test_etf
* rename model and function to NBBO
* add standard model for nbbo
* improve standardization
* not redifining builtin max
* fix input params
* integration test params
* removing unused import
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
* revamped code
* re-recorded nbbo test
* added symbol validator
* added alias in field
* Stock news -> Company news
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* hotfix/update-quandl-to-nasdaq: Merge Quandl + Nasdaq (#5682)
* merge quandl nd nasdaq
* dev_install.py
* test param name
* economy python integration test
* Add more input types to data processing commands (#5453)
* adding more supported types to data processing commands
* ruff
* removing unused import
* docstrings
* data processing types covertion
* data description
* test filters
* ruff
* fix package builder tests
* ruff
* removing print
* Add stocks/dps module (#5638)
* short volume
* pyproject missed
* add sec short interest with days to cover
* Add FINRA OTC endopoint
* some tests
* rest of unit tests
* Integratin test scripts
* dev install
* linters caught by pre commit
* lines too long
* Last test files
* maybe it needs a lock file?
* thanks pratty
* Maybe ill actually listen to pratty next time
* sec test date freeze
* I cant hit buttons
* re record tests
* tests 3
* Stockgrid test
* regen int test
* more testing
* lint
* moved these fns
* dis killing me
* one more test
* last one
* Update integration tests
* Fix tests picking up wrong dps route
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename Forex to Currency (#5687)
* restore fields as optional (#5686)
* Rename Crypto (#5689)
* added `crypto.price.historical`
* static
* fix tests
* fix incorrect label
* Move model from sec to finra (#5692)
* Update toml
* fixed deps
* add openbb-etf lock file
* cleanup
* cleanup (#5694)
* Rename Fixed Income (#5695)
* Rename Fixed Income
* Add routers
* Rename stocks to equity (#5688)
* Rename stocks folder
* Rename openbb_stocks package
* Rename routers
* Reroute equity menu
* Update routes based on feedback
* StockNews -> EquityNews
* StockInfo -> EquityProfile
* Rename Equity calendars
* Equity peers rename
* Rename discovery
* Rename fundamental
* Rename price command models
* Rename shorts
* Update charting router
* Fix seeking alpha upcoming release date
* Fix linting errors
* Update tests
* Fix tests
* Skip econometrics api tests because it's python only
* Update integration tests and test data
* Historical analyst estimates
* Skip cboe options chain test. Unable to record vcr cassette
* re-record cboe cassettes
* Document CBOE unit test creation caveats
---------
Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
* Feature/files-for-igor: Adding a few standard models for Igor (#5699)
* add some standard models for Igor
* codespell
* update descriptions
* Add devtools metapackage (#5703)
* Add openbb-devtools metapackage
* adding devtools to the dev_install script
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
* Rename econometrics commands to be more verbose (#5702)
* Expose command to model map (#5706)
* Rename ta qa (#5708)
* Rename ta folder
* Rename ta to technical
* Rename qa folder
* Rename qa to quantitative
* Rename the actual routes in quantitative
* Equity cleanup (#5707)
* cleanup
* static
* renaming to equity cc @the-praxs
* Proof reading
---------
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Don't enforce imperative for first word of the docstring
* Remove ultima from default extensions
* Rename `economy` and create `index` extension (#5705)
* renamed economy and re-recorded tests
* static
* market indices
* european indices
* fred indices
* index constituents
* tests
* correct package name
* oops
* static
* linting
* Move COT commands to regulators
* Rename economy.list to available_indices
* Rename GDP models and clean up
* Fix charting tests
* Drop _indices from available_indices command
* Fix obbject to_dict test
---------
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Rename etf/disc (#5715)
* Docs/v4-working-docs: PR to Work on V4 Docs (#5693)
* Revert changes related to pydantic2 made into v3 code
* Revert fred model changes in v3
* Revert pydantic2 databento model changes in v2
* Update some names and v3 lock file
* Clean up openbb/package before the beta release
* Platform publishing procedure (#5701)
* update instructions
* introducing the version script
* publish message
* fix platform path
* reflecting version changes
* getting version from installed packages instead
* removing toml from dependencies
* Changes to get `a7` out (#5697)
* changes to get a7 out
* etf menu on the pyproject.toml
* poetry lock
* bump `openbb-etf` to `a5` to match version
* updated deps
* removing ultima
* removing references to a4 cc @the-praxs
* Bump index menu version
* poetry lock
---------
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
* Update publishing instructions
* Bump core dependencies in extensions and providers
* Add changes to the publish script following the beta release
* Update the versions in static extension map and openbb metapackage
---------
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: hjoaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Diogo Sousa <m…
* open release PR
* other packages
* fix yfinance test
* recapture all the yfinance tests
* static assets
* update all min python 3.9 versions
* bracket all the extensions
* not those files
* dev_install
* fix yfinance tests
* black
* sec lock file
* fred bug
* Fix linter error
* Add missing types to pre-commit config
* Update "terminal" -> "workspace" and documentation urls
* fix missing docstring examples
* don't need that comment
* command line build
* bump
* unused import
* update core
* update core
* update extensions
* static assets
* cli
* platform_api readme
* installer example extensions defs
* bump yfinance
* installer toml
* start the pr
* update frontend-components
* extension toml and locks
* openbb package
* static assets
* cli
* update assets/extensions/provider.json
* bump sec
* static
* readme link
* update all locks
---------
Co-authored-by: montezdesousa <79287829+montezdesousa@users.noreply.github.com>
Co-authored-by: Igor Radovanovic <74266147+IgorWounds@users.noreply.github.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Luqman <luqazino@gmail.com>
Co-authored-by: Pratyush Shukla <ps4534@nyu.edu>
Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
Co-authored-by: Michael Struwig <mnicstruwig@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: capital0 <72140796+capital0@users.noreply.github.com>
Co-authored-by: Ben Van Doren <benvandoren@users.noreply.github.com>
Co-authored-by: Andrew <andrew.kenreich@gmail.com>
Co-authored-by: Adi Sai <adithya.sairam1@gmail.com>
Co-authored-by: Sandip Saha <sandipsmoto@gmail.com>
Co-authored-by: Adwait <111136306+AdwaitSalankar@users.noreply.github.com>
Co-authored-by: Abhishek Amar <66067391+abhishek-amar@users.noreply.github.com>
Co-authored-by: DidierRLopes <dro.lopes@campus.fct.unl.pt>
Co-authored-by: professssor <62937125+professssor@users.noreply.github.com>
Co-authored-by: Farookh Zaheer Siddiqui <129654632+FarukhS52@users.noreply.github.com>
Co-authored-by: MAX SHESTOV <57421753+maxxsh@users.noreply.github.com>
Co-authored-by: jose-donato <zmcdonato@gmail.com>
Co-authored-by: Mohamad Fadil <fadil.parves@gmail.com>
Co-authored-by: Ramazan <guvencramazan@outlook.com>
Co-authored-by: joshuabuildsthings <joshuabuildsthings@users.noreply.github.com>
Co-authored-by: wojda <114031148+polooner@users.noreply.github.com>
Co-authored-by: Bim Phomthong <118195204+bimbolimbo@users.noreply.github.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: tehcoderer <me@tehcoderer.com>
Co-authored-by: Ramazan <guvencramazan@yandex.com>
Co-authored-by: omahs <73983677+omahs@users.noreply.github.com>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Ayrton Parkinson <ayrton.parkinson1@gmail.com>
Co-authored-by: northern-64bit <75195383+northern-64bit@users.noreply.github.com>
Co-authored-by: Luqman <luqman.bello@openbb.finance>
Co-authored-by: Eric Li <38477812+EricLi-Dev@users.noreply.github.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: Henrique Joaquim <henriquecjoaquim@gmail.com>
Co-authored-by: Disorder AA <disorrder@gmail.com>
Co-authored-by: Diogo Sousa <montezdesousa@gmail.com>
Co-authored-by: Jingyi Z <zhao.elton@gmail.com>
Co-authored-by: Elias Rad <146735585+nnsW3@users.noreply.github.com>
Co-authored-by: mmistroni <mmistroni@gmail.com>
Co-authored-by: JC (Jonathan Chen) <jc@dijonkitchen.org>
* add fama-french data library
* lint
* lint
* lint
* more lint and test function names
* test shuffle
* test params
* use apply_date in get_breakpoint_data
* unused import
* not that import
* ok fine, do it this way
Danglewood