Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance

.gitignore

@@ -39,6 +39,7 @@ website/functions
 *_sdk_audit.csv
 website/terminaltest
 !build/docker/compose.env
+.dccache
 
 # pyinstaller artifacts
 *.pyo

openbb_terminal/miscellaneous/data_sources_default.json

@@ -1,8 +1,7 @@
 {
   "stocks": {
-    "filings": ["FinancialModelingPrep"],
     "search": ["FinanceDatabase"],
-    "quote": ["YahooFinance"],
+    "quote": ["FinancialModelingPrep", "YahooFinance"],
     "tob": ["CBOE"],
     "candle": [],
     "codes": ["Polygon"],
@@ -94,16 +93,15 @@
     "dps": {
       "load": ["YahooFinance", "IEXCloud", "AlphaVantage", "Polygon", "EODHD"],
       "shorted": ["YahooFinance"],
-      "ctb": ["InteractiveBrokers"],
+      "ctb": ["InteractiveBrokers", "Stocksera"],
       "hsi": ["Shortinterest"],
       "prom": ["FINRA"],
       "pos": ["Stockgrid"],
       "sidtc": ["Stockgrid"],
       "dpotc": ["FINRA"],
       "ftd": ["SEC"],
       "spos": ["Stockgrid"],
-      "psi": ["Stockgrid", "Quandl"],
-      "ctb": ["ibkr", "stocksera"]
+      "psi": ["Stockgrid", "Quandl"]
     },
     "scr": {
       "view": [],
@@ -210,64 +208,54 @@
     "fa": {
       "load": ["YahooFinance", "IEXCloud", "AlphaVantage", "Polygon", "EODHD"],
       "income": [
-        "YahooFinance",
+        "FinancialModelingPrep",
         "Polygon",
         "AlphaVantage",
-        "FinancialModelingPrep",
-        "EODHD"
+        "EODHD",
+        "YahooFinance"
       ],
       "balance": [
-        "YahooFinance",
+        "FinancialModelingPrep",
         "Polygon",
         "AlphaVantage",
-        "FinancialModelingPrep",
-        "EODHD"
+        "EODHD",
+        "YahooFinance"
       ],
       "cash": [
-        "YahooFinance",
+        "FinancialModelingPrep",
         "Polygon",
         "AlphaVantage",
-        "FinancialModelingPrep",
-        "EODHD"
+        "EODHD",
+        "YahooFinance"
       ],
-      "data": ["Finviz"],
+      "overview": ["Finviz", "FinancialModelingPrep", "AlphaVantage", "YahooFinance"],
       "mgmt": ["BusinessInsider"],
       "analysis": ["Elect"],
       "score": ["FinancialModelingPrep"],
-      "profile": ["FinancialModelingPrep"],
       "quote": ["FinancialModelingPrep"],
-      "enterprise": ["FinancialModelingPrep"],
-      "metrics": ["FinancialModelingPrep"],
+      "enterprise": ["FinancialModelingPrep", "YahooFinance"],
+      "metrics": ["FinancialModelingPrep", "AlphaVantage"],
       "ratios": ["FinancialModelingPrep"],
       "growth": ["FinancialModelingPrep"],
-      "revfc": ["SeekingAlpha"],
+      "revfc": ["SeekingAlpha", "YahooFinance"],
       "epsfc": ["SeekingAlpha"],
       "warnings": ["MarketWatch"],
       "dcf": ["StockAnalysis"],
       "dcfc": ["FinancialModelingPrep"],
       "info": ["YahooFinance"],
-      "mktcap": ["YahooFinance"],
       "shrs": ["YahooFinance"],
       "sust": ["YahooFinance"],
       "cal": ["YahooFinance"],
       "divs": ["YahooFinance"],
       "splits": ["YahooFinance"],
-      "web": ["YahooFinance"],
-      "hq": ["YahooFinance"],
-      "overview": ["AlphaVantage"],
-      "key": ["AlphaVantage"],
-      "earnings": ["YahooFinance", "AlphaVantage"],
+      "earnings": ["AlphaVantage", "YahooFinance"],
       "fraud": ["AlphaVantage"],
-      "dupont": ["AlphaVantage"]
-    },
-    "dd": {
-      "load": ["YahooFinance", "IEXCloud", "AlphaVantage", "Polygon", "EODHD"],
-      "analyst": ["Finviz"],
-      "rating": ["FinancialModelingPrep"],
+      "dupont": ["AlphaVantage"],
+      "rating": ["Finviz", "FinancialModelingPrep"],
       "rot": ["Finnhub"],
       "pt": ["BusinessInsider"],
       "est": ["BusinessInsider"],
-      "sec": ["MarketWatch"],
+      "sec": ["MarketWatch", "FinancialModelingPrep"],
       "supplier": ["CSIMarket"],
       "customer": ["CSIMarket"],
       "arktrades": ["Cathiesark"]

openbb_terminal/miscellaneous/i18n/en.yml

@@ -108,9 +108,8 @@ en:
   stocks/gov: government menu,              house trading, contracts, corporate lobbying
   stocks/ba: behavioural analysis,         from reddit, stocktwits, twitter, google
   stocks/ca: comparison analysis,          get similar, historical, correlation, financials
-  stocks/fa: fundamental analysis,         income, balance, cash, earnings
+  stocks/fa: fundamental analysis,         income, balance, cash, ratios, earnings, expectations
   stocks/res: research web page,            macroaxis, yahoo finance, fool
-  stocks/dd: in-depth due-diligence,       news, analyst, shorts, insider, sec
   stocks/bt: strategy backtester,          simple ema, ema cross, rsi strategies
   stocks/ta: technical analysis,           ema, macd, rsi, adx, bbands, obv
   stocks/qa: quantitative analysis,        decompose, cusum, residuals analysis
@@ -328,37 +327,40 @@ en:
   stocks/ba/jctr: Jim Cramer's recommendations by ticker
   stocks/fa/load: load a specific stock ticker for analysis
   stocks/fa/_ticker: Ticker
-  stocks/fa/data: fundamental and technical data of company
-  stocks/fa/mgmt: management team of the company
-  stocks/fa/analysis: analyse SEC filings with the help of machine learning
-  stocks/fa/score: investing score from Warren Buffett and co
-  stocks/fa/warnings: company warnings according to Sean Seah book
-  stocks/fa/dcf: advanced Excel customizable discounted cash flow
-  stocks/fa/info: information scope of the company
-  stocks/fa/mktcap: estimated market cap
-  stocks/fa/shrs: shareholders (insiders, institutions and mutual funds)
-  stocks/fa/sust: sustainability values (environment, social and governance)
-  stocks/fa/cal: calendar earnings and estimates of the company
+  stocks/fa/_company_overview: Company Overview
+  stocks/fa/enterprise: company enterprise value
+  stocks/fa/overview: financial overview of the company
   stocks/fa/divs: show historical dividends for company
   stocks/fa/splits: stock split and reverse split events since IPO
-  stocks/fa/web: open web browser of the company
-  stocks/fa/hq: open HQ location of the company
+  stocks/fa/rating: analyst prices and ratings over time of the company
+  stocks/fa/rot: number of analyst ratings over time on a monthly basis
+  stocks/fa/score: value investing scores for any time period
+  stocks/fa/warnings: company warnings according to Sean Seah book
+  stocks/fa/sust: sustainability values (environment, social and governance)
+  stocks/fa/arktrades: get ARK trades for ticker
+  stocks/fa/_management_shareholders: Management and Ownership
+  stocks/fa/mgmt: management team of the company
+  stocks/fa/shrs: shareholders (insiders, institutions and mutual funds)
+  stocks/fa/supplier: list of suppliers for the company
+  stocks/fa/customer: list of customers of the company
+  stocks/fa/_financial_statements: Financial Statements
   stocks/fa/income: income statements of the company
-  stocks/fa/balance: balance sheet of the company
-  stocks/fa/overview: overview of the company
-  stocks/fa/key: company key metrics
-  stocks/fa/cash: cash flow of the company
-  stocks/fa/earnings: earnings dates and reported EPS
-  stocks/fa/fraud: key fraud ratios
-  stocks/fa/dupont: detailed breakdown for return on equity
-  stocks/fa/profile: company profile
-  stocks/fa/quote: detailed stock quote information
-  stocks/fa/enterprise: company enterprise value
-  stocks/fa/metrics: key metrics over time
-  stocks/fa/ratios: in-depth ratios over time
+  stocks/fa/balance: balance sheet statements of the company
+  stocks/fa/cash: cash flow statements of the company
   stocks/fa/growth: growth of financial statement items and ratios
+  stocks/fa/metrics: key financial metrics over time
+  stocks/fa/ratios: extensive set of ratios over time
+  stocks/fa/dupont: detailed breakdown for Return on Equity (RoE)
+  stocks/fa/fraud: key fraud ratios including M-score, Z-score and McKee
+  stocks/fa/sec: obtain recent SEC filings of the company
+  stocks/fa/analysis: analyse SEC filings with the help of machine learning
+  stocks/fa/_future_estimations: Future Expectations
+  stocks/fa/earnings: earnings dates and reported EPS
   stocks/fa/epsfc: Earning Estimate by Analysts - EPS
   stocks/fa/revfc: Earning Estimate by Analysts - Revenue
+  stocks/fa/est: quarter and year analysts earnings estimates
+  stocks/fa/pt: price targets over time
+  stocks/fa/dcf: advanced Excel customizable discounted cash flow
   stocks/fa/dcfc: determine the (historical) discounted cash flow
   stocks/res/_ticker: Ticker
   stocks/res/macroaxis: www.macroaxis.com
@@ -380,17 +382,6 @@ en:
   stocks/res/macrotrends: www.macrotrends.net
   stocks/res/newsfilter: www.newsfilter.io
   stocks/res/stockanalysis: www.stockanalysis.com
-  stocks/dd/load: load a specific stock ticker for analysis
-  stocks/dd/_ticker: Ticker
-  stocks/dd/analyst: analyst prices and ratings of the company
-  stocks/dd/rating: rating over time (daily)
-  stocks/dd/rot: number of analysts ratings over time (monthly)
-  stocks/dd/pt: price targets over time
-  stocks/dd/est: quarter and year analysts earnings estimates
-  stocks/dd/sec: SEC filings
-  stocks/dd/supplier: list of suppliers
-  stocks/dd/customer: list of customers
-  stocks/dd/arktrades: get ARK trades for ticker
   stocks/bt/_ticker: Ticker
   stocks/bt/whatif: what if you had bought X shares on day Y
   stocks/bt/ema: buy when price exceeds EMA(l)

openbb_terminal/miscellaneous/integration_tests_scripts/stocks/test_stocks_fa.openbb

@@ -13,35 +13,44 @@ cash -l 2 --source YahooFinance
 cash -l 2 --source Polygon
 cash -l 2 --source AlphaVantage
 cash -l 2 --source FinancialModelingPrep
-data
 mgmt
 analysis
 score
-profile
-quote
 enterprise
 metrics
 ratios
 growth
 warnings
 warnings -d
 dcfc
-info
-mktcap
+enterprise
 shrs
 shrs major
 shrs mutualfund
 sust
-cal
 divs
 divs -p
 splits
 overview
-key
 earnings --source YahooFinance
 earnings --source AlphaVantage
 fraud
 dupont
 epsfc
 revfc
+analysis
+rating
+rot
+rot -l 3 --raw
+pt
+pt -l 3 --raw
+est
+est -e annualrevenue
+est -e annualearnings
+est -e quarterearnings
+sec
+supplier
+customer
+load ${ticker=tsla}
+arktrades
 exit

openbb_terminal/stocks/dark_pool_shorts/dps_controller.py

@@ -159,15 +159,15 @@ def call_ctb(self, other_args: List[str]):
             parser, other_args, EXPORT_ONLY_RAW_DATA_ALLOWED
         )
         if ns_parser:
-            if ns_parser.source == "ibkr":
+            if ns_parser.source == "InteractiveBrokers":
                 ibkr_view.display_cost_to_borrow(
                     limit=ns_parser.number,
                     export=ns_parser.export,
                     sheet_name=" ".join(ns_parser.sheet_name)
                     if ns_parser.sheet_name
                     else None,
                 )
-            else:
+            elif ns_parser.source == "Stocksera":
                 stocksera_view.cost_to_borrow(
                     self.ticker, limit=ns_parser.number, raw=ns_parser.raw
                 )